4 / 5 Stars
4 5 4 3 3
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#119 in Large Blend
U.S. News evaluated 485 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 29.66 percent over the past year, 16.42 percent over the past three years, 15.23 percent over the past five years, and 7.16 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||26.8%|
|3 Years (Annualized)||16.4%|
|5 Years (Annualized)||15.2%|
|10 Years (Annualized)||7.2%|
The investment seeks high long-term after-tax returns. Under normal circumstances, the Tax-Managed 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, including American depositary receipts (ADRs) and exchange-traded funds (ETFs). 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 $317.20 million and $499.80 billion as of December 31, 2012) at the time of purchase. It may invest up to 20% of its assets in foreign securities.
Fees are Above Average compared to funds in the same category.
SEI Institutional Managed Trust Tax Managed Large Cap Fund has an expense ratio of 0.89 percent.
Risk is Average compared to funds in the same category according to Morningstar.