4 / 5 Stars
4 4 5 4 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#82 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 21.22 percent over the past year, 13.70 percent over the past three years, 19.03 percent over the past five years, and 6.60 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.5%|
|3 Years (Annualized)||13.7%|
|5 Years (Annualized)||19.0%|
|10 Years (Annualized)||6.6%|
The investment seeks investment results that correspond to the aggregate price and dividend performance of the securities in the S&P 500 Index. The S&P 500 Index Fund invests substantially all of its assets 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). It generally gives the same weight to a given stock as the S&P 500 Index does. In seeking to replicate the performance of the S&P 500 Index, the fund may also invest in American depositary receipts (ADRs), exchange-traded funds (ETFs) and real estate investment trusts (REITs).
Fees are Average compared to funds in the same category.
SEI Institutional Managed Trust S&P 500 Index Fund has an expense ratio of 0.25 percent.
Risk is Average compared to funds in the same category according to Morningstar.