SIMT S&P 500 Index E
SEI Institutional Managed Trust 2 OLIVER ST BOSTON,MA02109
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Phone: 800-342-5734
| Category: | Large Blend | | Fund Family: | SEI | | Net Assets: | 891.15M | | Year-to-Date Return: | -3.60% | | Yield: | 2.10% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Jul-85 |
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Karl Schneider
Lead Manager since
31-Jan-08 | | | Prior to joining the Global Structured Products Group, Karl worked as a portfolio manager in SSgA's Currency Management Group, managing both active currency selection and traditional passive hedging overlay portfolios. Prior to this, he worked as an analyst in State Street's Process Engineering division where he both assisted and led a number of internal consulting engagements aimed at improving operational efficiencies within the custody bank. |
| Min Initial Investment: | $5,000,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks investment results that correspond to the aggregate price and dividend performance of the securities in the Standard & Poor's 500 Composite Stock Price index (S&P 500 index). The fund invests substantially in securities listed in the S&P 500 index, which is comprised of 500 selected securities (mostly common stocks). It may also invest in ETFs and engage in swaps. |
| Last Dividend
(29-Dec-09):
| 0.19 | | Last Cap Gain
(4-Dec-08):
| 0.26 | | Annual Holdings Turnover
| 29.00% | | Average for Category:
| 80.36% |
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| Expense | TRQIX | Category
Avg | | Total Expense Ratio: | 0.25%
| 1.10% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.61% | | 3 Yr Expense Projection*: |
$ 170 | $768 | | 5 Yr Expense Projection*: |
$ 296 | $1,311 | | 10 Yr Expense Projection*: |
$ 665 | $2,413 |
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1.52% Nasdaq 0.00%
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