SEI Instl Mgd Sm/Md Cap Divers Alpha A
SEI Institutional Managed Trust 2 OLIVER ST BOSTON,MA02109
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Phone: 800-342-5734
| Category: | Small Blend | | Fund Family: | SEI | | Net Assets: | 90.62M | | Year-to-Date Return: | 25.86% | | Yield: | 0.50% | | Morningstar Rating: | N/A | | Fund Inception Date: | 20-Dec-06 |
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Adam I. Friedman
Lead Manager since
15-Dec-06 | | | Friedman has been with Integrity for five years and is currently responsible for participating in security selection for the Fund.He has been with the Advisor since shortly after its formation in 2003. Prior to joining the Advisor, he was Senior Portfolio Manager for National City Investment Management Co. from 1998 to 2003. |
| Min Initial Investment: | $100,000 | | 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 capital appreciation. The fund invests at least 80% of net assets in equity securities of small and medium sized companies or in portfolio strategies designed to correlate to a portfolio composed of small and mid cap equity securities. It uses a multi-manager approach under the general supervision of SIMC allocating the assets among multiple sub-advisers that use different investment strategies to seek to achieve returns in excess of the performance of the Russell 2500 index. |
| Last Dividend
| YFT_NOT_APPLICABLE_ABBREVIATION | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 170.00% | | Average for Category:
| 95.63% |
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| Expense | SAPAX | Category
Avg | | Total Expense Ratio: | 1.21%
| 1.40% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.37% | | Max Deferred Sales Load: | %
| 2.35% | | 3 Yr Expense Projection*: |
$ 514 | $614 | | 5 Yr Expense Projection*: |
$ 887 | $991 | | 10 Yr Expense Projection*: |
$ 1,933 | $1,998 |
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1.53% Nasdaq 
0.05 (0.85%) 
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