2 / 5 Stars
2 3 2 3 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
3 / 5 Stars
#69 in Small Growth
U.S. News evaluated 211 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 39.56 percent over the past year, 18.20 percent over the past three years, 18.82 percent over the past five years, and 5.84 percent over the past decade.
|Trailing Returns||Updated 10.31.2013|
|Year to date||35.6%|
|3 Years (Annualized)||18.2%|
|5 Years (Annualized)||18.8%|
|10 Years (Annualized)||5.8%|
The investment seeks long-term 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 of small companies. The fund will invest primarily in common stocks of U.S. companies with market capitalizations 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. Its 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 are Above Average compared to funds in the same category.
SEI Institutional Managed Trust Small Cap Growth Fund has an expense ratio of 1.11 percent.
Risk is High compared to funds in the same category according to Morningstar.