SEI Instl Mgd Large Cap Growth I SEI Institutional Managed Trust 2 OLIVER ST BOSTON,MA02109 Map
Phone: 800-342-5734
| Category: | Large Growth | | Fund Family: | SEI | | Net Assets: | 9.15M | | Year-to-Date Return: | 27.17% | | Yield: | 0.41% | | Morningstar Rating: |  | | Fund Inception Date: | 06-Aug-01 |
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Christopher J. Bonavico
Lead Manager since
31-Jan-06 | | | Bonavico, who joined Delaware Investments in April 2005, is a senior portfolio manager on the firm?s Focus Growth Equity team. This team is responsible for large-cap growth, all-cap growth, and one smid-cap growth portfolio. He was most recently a principal and portfolio manager at Transamerica Investment Management, where he managed sub-advised funds and institutional separate accounts. Before joining Transamerica in 1993, he was a research analyst for Salomon Brothers. |
| 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 normally invests at least 80% of assets in equity securities of large companies, including ETFs. It will invest primarily in U.S. common stocks with market capitalizations of more than $1 billion. |
| Last Dividend
(2-Oct-09):
| 0.01 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 78.00% | | Average for Category:
| 101.52% |
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| Expense | SPGIX | Category Avg | | Total Expense Ratio: | 1.11%
| 1.33% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.42% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ 406 | $658 | | 5 Yr Expense Projection*: |
$ 702 | $1,028 | | 10 Yr Expense Projection*: |
$ 1,545 | $2,035 |
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