2 / 5 Stars
2 3 1 2 5
Zacks Investment Research
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 24.95 percent over the past year, 13.79 percent over the past three years, 19.45 percent over the past five years, and 5.99 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||1.4%|
|3 Years (Annualized)||13.8%|
|5 Years (Annualized)||19.5%|
|10 Years (Annualized)||6.0%|
The investment seeks long-term capital appreciation. Under normal circumstances, 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 companies. It will invest primarily in common stocks of U.S. companies with market capitalizations 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 Growth Fund has an expense ratio of 1.36 percent.
Risk is High compared to funds in the same category according to Morningstar.