3 / 5 Stars
3 3 3 2 1
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#83 in Small Blend
U.S. News evaluated 215 Small 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 38.82 percent over the past year, and 16.76 percent over the past three years.
|Trailing Returns||Updated 10.31.2013|
|Year to date||34.0%|
|3 Years (Annualized)||16.8%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks 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 (both common and preferred stocks) of small companies, including exchange-traded funds based on small capitalization indices and securities of real estate investment trusts. For purposes of this fund, a small company is a company with a market capitalization in the range of companies in the Russell 2000 Index or the S&P SmallCap 600 Index, each as determined at the time of purchase. It may invest in warrants and, to a lesser extent, in securities of large capitalization companies.
Fees are Above Average compared to funds in the same category.
SEI Institutional Managed Trust Small Cap Fund has an expense ratio of 1.14 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.