SEI Institutional Managed Trust Tax-Managed Volatility Fund

Class Inst (TMMAX)
Scorecard
4 / 5 Stars
Lipper
4 2 5 3 1
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
A+ (Buy)

#94 in Large Blend

U.S. News evaluated 492 Large Blend Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 18.04 percent over the past year, 15.10 percent over the past three years, and 19.71 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 4.1%
1 Year 18.0%
3 Years (Annualized) 15.1%
5 Years (Annualized) 19.7%
10 Years (Annualized) N/A

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Summary

The investment seeks to maximize after-tax returns, but with a lower level of volatility than the broad U.S. equity markets. The fund will typically invest in securities of U.S. companies of all capitalization ranges. These securities may include common stocks, preferred stocks, warrants and ETFs. It may also, to a lesser extent, invest in American depositary receipts (ADRs) and securities of non-U.S. companies. Although the fund will be measured against the Russell 3000 Index, the fund is expected to have significant sector and market capitalization deviations from the index given its focus on absolute risk as opposed to index relative risk.

Fees

Fees are Above Average compared to funds in the same category.
SEI Institutional Managed Trust Tax-Managed Volatility Fund has an expense ratio of 1.00 percent.

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Risk

Risk is Low compared to funds in the same category according to Morningstar.

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