3 / 5 Stars
3 4 3 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 140 Mid-Cap 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 25.32 percent over the past year, 13.29 percent over the past three years, 21.21 percent over the past five years, and 8.67 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-2.3%|
|3 Years (Annualized)||13.3%|
|5 Years (Annualized)||21.2%|
|10 Years (Annualized)||8.7%|
The investment seeks long-term capital appreciation. The fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of medium-sized companies. It will invest primarily in common stocks of U.S. companies with market capitalizations in the range of companies in the Russell Midcap Index at the time of purchase. The fund's investments in equity securities may include common and preferred stocks, warrants and, to a lesser extent, securities of small capitalization companies, REITs, ETFs and securities of large capitalization companies.
Fees are High compared to funds in the same category.
SEI Institutional Managed Trust Mid-Cap Fund has an expense ratio of 1.26 percent.
Risk is Average compared to funds in the same category according to Morningstar.