3 / 5 Stars
2 3 3 2 4
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#50 in Small Value
U.S. News evaluated 117 Small Value 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 22.37 percent over the past year, 12.27 percent over the past three years, 21.11 percent over the past five years, and 7.99 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-4.3%|
|3 Years (Annualized)||12.3%|
|5 Years (Annualized)||21.1%|
|10 Years (Annualized)||8.0%|
The investment seeks capital appreciation. Under normal circumstances, the Small Cap Value 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, exchange-traded funds and securities of large capitalization companies.
Fees are High compared to funds in the same category.
SEI Institutional Managed Trust Small Cap Value Portfolio Fund has an expense ratio of 1.14 percent.
Risk is Average compared to funds in the same category according to Morningstar.