SEI Institutional Managed Trust U.S. Managed Volatility Fund

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

U.S. News evaluated 137 Mid-Cap 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 18.48 percent over the past year, 15.50 percent over the past three years, and 19.76 percent over the past five years.

Trailing Returns Updated 03.31.2014
Year to date 4.1%
1 Year 18.5%
3 Years (Annualized) 15.5%
5 Years (Annualized) 19.8%
10 Years (Annualized) N/A

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Summary

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

Fees are Low compared to funds in the same category.
SEI Institutional Managed Trust U.S. Managed Volatility Fund has an expense ratio of 1.25 percent.

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Risk

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

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