3 / 5 Stars
2 3 2 5 3
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 219 Small Growth 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 23.65 percent over the past year, 13.93 percent over the past three years, 19.66 percent over the past five years, and 7.98 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.8%|
|3 Years (Annualized)||13.9%|
|5 Years (Annualized)||19.7%|
|10 Years (Annualized)||8.0%|
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 (including common and preferred stocks) of small companies, including ETFs based on small capitalization indices and securities of REITs. 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 at the time of purchase. It uses a multi-manager approach, relying upon a number of Sub-Advisers with differing investment philosophies to manage portions of the fund's portfolio under the general supervision of SIMC.
Fees are Average compared to funds in the same category.
SEI Institutional Investments Trust Small Cap Fund has an expense ratio of 0.47 percent.
Risk is Average compared to funds in the same category according to Morningstar.