3 / 5 Stars
2 3 3 2 5
Zacks Investment Research
Standard & Poor's
2 / 5 Stars
U.S. News evaluated 118 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 25.07 percent over the past year, 11.78 percent over the past three years, 24.89 percent over the past five years, and 7.96 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||-0.6%|
|3 Years (Annualized)||11.8%|
|5 Years (Annualized)||24.9%|
|10 Years (Annualized)||8.0%|
The investment seeks 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 Low compared to funds in the same category.
SEI Institutional Managed Trust Small Cap Value Portfolio Fund has an expense ratio of 1.36 percent.
Risk is Average compared to funds in the same category according to Morningstar.