SEI Instl Mgd Mid-Cap A SEI Institutional Managed Trust 2 OLIVER ST BOSTON,MA02109 Map
Phone: 800-342-5734
| Category: | Mid-Cap Blend | | Fund Family: | SEI | | Net Assets: | 120.36M | | Year-to-Date Return: | 27.24% | | Yield: | 0.89% | | Morningstar Rating: |  | | Fund Inception Date: | 25-Feb-93 |
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Samuel Nathans
Lead Manager since
31-Jan-06 | | | Nathans has been a senior vice president and senior portfolio manager since 1999.He is a partner of Martingale, responsible for the portfolio construction process for both equity market neutral accounts and traditional long-only accounts. Prior to joining Martingale, Nathans was the portfolio manager and director of research with American International Group, Inc. Nathans holds the Chartered Financial Analyst 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 long-term capital appreciation. The fund normally invests at least 80% of assets in equity securities of medium sized companies. It invests primarily in common stocks of U.S. companies with market capitalizations in the range of companies in the Russell Mid-Cap index. |
| Last Dividend
(2-Oct-09):
| 0.02 | | Last Cap Gain
(5-Dec-07):
| 2.09 | | Annual Holdings Turnover
| 126.00% | | Average for Category:
| 81.37% |
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| Expense | SEMCX | Category Avg | | Total Expense Ratio: | 1.03%
| 1.37% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.28% | | Max Deferred Sales Load: | %
| 2.37% | | 3 Yr Expense Projection*: |
$ 328 | $630 | | 5 Yr Expense Projection*: |
$ 569 | $972 | | 10 Yr Expense Projection*: |
$ 1,259 | $1,959 |
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