4 / 5 Stars
4 4 5 3 1
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
4 / 5 Stars
#77 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 22.34 percent over the past year, 16.06 percent over the past three years, and 18.71 percent over the past five years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||8.6%|
|3 Years (Annualized)||16.1%|
|5 Years (Annualized)||18.7%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation with less 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, exchange-traded funds and warrants. It may also, to a lesser extent, invest in American depositary receipts and securities of non-U.S. companies. The fund uses a multi-manager approach, relying on a number of sub-advisers with differing investment philosophies to manage portions of the fund's portfolio under the general supervision of SEI Investments Management Corporation.
Fees are Low compared to funds in the same category.
SEI Institutional Managed Trust U.S. Managed Volatility Fund has an expense ratio of 1.00 percent.
Risk is Low compared to funds in the same category according to Morningstar.