3 / 5 Stars
2 3 2 2 1
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
#87 in Small Growth
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 23.40 percent over the past year, and 13.78 percent over the past three years.
|Trailing Returns||Updated 06.30.2014|
|Year to date||2.4%|
|3 Years (Annualized)||13.8%|
|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 (between $35.70 million and $5.27 billion as of December 31, 2013), as determined at the time of purchase.
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 Average compared to funds in the same category according to Morningstar.