3 / 5 Stars
2 2 5 2 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
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 20.76 percent over the past year, 13.25 percent over the past three years, 18.56 percent over the past five years, and 6.18 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||13.3%|
|5 Years (Annualized)||18.6%|
|10 Years (Annualized)||6.2%|
The investment seeks investment results that correspond to the aggregate price and dividend performance of the securities in the S&P 500 Index. The fund invests substantially all of its assets (at least 80%) in securities listed in the S&P 500 Index, which is composed of approximately 500 leading U.S. publicly traded companies from a broad range of industries (mostly common stocks). The fund's investment results are expected to correspond to the aggregate price and dividend performance of the S&P 500 Index before the fees and expenses of the fund. It may also invest in futures contracts, American depositary receipts (ADRs) and exchange-traded funds (ETFs).
Fees are Average compared to funds in the same category.
SEI Institutional Managed Trust S&P 500 Index Fund has an expense ratio of 0.65 percent.
Risk is Average compared to funds in the same category according to Morningstar.