SEI Instl Mgd US Managed Volatility I
SEI Institutional Managed Trust 2 OLIVER ST BOSTON,MA02109
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Phone: 800-342-5734
| Category: | Mid-Cap Blend | | Fund Family: | SEI | | Net Assets: | 20.00K | | Year-to-Date Return: | 9.02% | | Yield: | 1.22% | | Morningstar Rating: |  | | Fund Inception Date: | 29-Jun-07 |
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Dennis M. Bein
Lead Manager since
31-Jan-06 | | | Bein is a chief investment officer and a portfolio manager, has been a member of the U.S. equity team since joining Analytic 12 years ago. He is responsible for management and oversight of the implementation of the firm's investment strategies. Prior to joining Analytic Investors, Dennis was a senior consultant for AG Risk Management, Analysis Group's investment consulting subsidiary. Dennis holds 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 capital appreciation with less volatility than the broad U.S. equity markets. The fund seeks this goal by investing in common stocks and other equity securities of US companies of all capitalization ranges. It may invest in futures, options on futures and swap agreements and engage in short sales. |
| Last Dividend
(2-Oct-09):
| 0.02 | | Last Cap Gain
(5-Dec-07):
| 0.51 | | Annual Holdings Turnover
| YFT_NOT_APPLICABLE_ABBREVIATION | | Average for Category:
| 81.37% |
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| Expense | SEVIX | Category
Avg | | Total Expense Ratio: | 1.26%
| 1.37% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.28% | | Max Deferred Sales Load: | %
| 2.37% | | 3 Yr Expense Projection*: |
$ 499 | $630 | | 5 Yr Expense Projection*: |
$ 860 | $972 | | 10 Yr Expense Projection*: |
$ 1,878 | $1,959 |
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2.03% Nasdaq 
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