3 / 5 Stars
4 4 5 3 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#96 in Large Blend
U.S. News evaluated 486 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 22.48 percent over the past year, and 13.54 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.7%|
|3 Years (Annualized)||13.5%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term growth of capital and income. Under normal circumstances, the Large Cap Fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of large companies. For purposes of this fund, a large company is a company with a market capitalization in the range of companies in the Russell 1000 Index (between $1.13 billion and $526.69 billion as of December 31, 2013) at the time of purchase. The market capitalization range and the composition of the Russell 1000 Index are subject to change. It may invest up to 20% of its assets in foreign securities.
Fees are Average compared to funds in the same category.
SEI Institutional Managed Trust Large Cap Fund has an expense ratio of 0.89 percent.
Risk is Average compared to funds in the same category according to Morningstar.