SEI Instl Mgd Trust Real Estate I
SEI Institutional Managed Trust 2 OLIVER ST BOSTON,MA02109
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Phone: 800-342-5734
| Category: | Real Estate | | Fund Family: | SEI | | Net Assets: | 130.00K | | Year-to-Date Return: | 15.90% | | Yield: | 2.96% | | Morningstar Rating: |  | | Fund Inception Date: | 01-Oct-07 |
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Anthony R. Manno Jr.
Lead Manager since
13-Nov-03 | | | Manno is the CEO, president and chief investment officer of Security Capital Research & Management Inc. Prior to joining the firm in 1994, he spent 14 years with LaSalle Partners where, as managing director, he was responsible for real estate investment banking activities. Manno began his career in real estate finance in 1974 at The First National Bank of Chicago. Manno holds the Certified Public Accountant designation. |
| 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 total return, including current income and capital appreciation. The fund normally invests at least 80% of net assets in equity securities of real estate companies. It expects to hold a relatively small number of securities, thus increasing the importance of each holding. The fund is nondiversified. |
| Last Dividend
(2-Oct-09):
| 0.05 | | Last Cap Gain
(5-Dec-07):
| 1.11 | | Annual Holdings Turnover
| 52.00% | | Average for Category:
| 109.25% |
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| Expense | SEIRX | Category
Avg | | Total Expense Ratio: | 1.36%
| 1.44% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.41% | | Max Deferred Sales Load: | %
| 2.73% | | 3 Yr Expense Projection*: |
$ 483 | $633 | | 5 Yr Expense Projection*: |
$ 834 | $984 | | 10 Yr Expense Projection*: |
$ 1,824 | $1,953 |
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