4 / 5 Stars
3 4 4 3 3
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#47 in Large Value
U.S. News evaluated 330 Large Value 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 25.41 percent over the past year, 16.50 percent over the past three years, 18.60 percent over the past five years, and 7.36 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||7.5%|
|3 Years (Annualized)||16.5%|
|5 Years (Annualized)||18.6%|
|10 Years (Annualized)||7.4%|
The investment seeks long-term growth of capital and income. The Under normal circumstances, the Large Cap Value 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 Value Index (between $1.13 billion and $526.69 billion as of December 31, 2013) at the time of purchase. It may invest up to 20% of its assets in foreign securities.
Fees are Low compared to funds in the same category.
SEI Institutional Managed Trust Large Cap Value Fund has an expense ratio of 0.89 percent.
Risk is Average compared to funds in the same category according to Morningstar.