SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund

Class Inst (STMSX)
Scorecard
3 / 5 Stars
Lipper
3 4 3 2 4
Zacks Investment Research
2 (Buy)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C (Hold)

#48 in Small Blend

U.S. News evaluated 229 Small 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 25.97 percent over the past year, 14.61 percent over the past three years, 20.48 percent over the past five years, and 8.04 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 5.3%
1 Year 26.0%
3 Years (Annualized) 14.6%
5 Years (Annualized) 20.5%
10 Years (Annualized) 8.0%

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Summary

The investment seeks high long-term after-tax returns. The fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of small and medium capitalization companies. It will invest primarily in common stocks of U.S. companies with market capitalizations in the range of companies in the Russell 2500 Index (between approximately $35.70 million and $10.79 billion as of December 31, 2013) at the time of purchase. The fund's investments in equity securities may include common and preferred stocks, warrants and, to a lesser extent, REITs, ETFs and securities of large capitalization companies.

Fees

Fees are Above Average compared to funds in the same category.
SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund has an expense ratio of 1.11 percent.

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Risk

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

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