SEI Instl Mgd Small Cap Growth A SEI Institutional Managed Trust 2 OLIVER ST BOSTON,MA02109 Map
Phone: 800-342-5734
| Category: | Small Growth | | Fund Family: | SEI | | Net Assets: | 374.40M | | Year-to-Date Return: | 26.96% | | Yield: | 0.02% | | Morningstar Rating: |  | | Fund Inception Date: | 20-Apr-92 |
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Andrew L. Beja
Lead Manager since
31-Jan-06 | | | Beja is a portfolio manager, who also is responsible for researching the Business Services, Consumer & Software sectors. He has been a Portfolio Manager at LMIL since 2000.Prior to joining the firm, he was a vice president and senior analyst with Standish, Ayer & Wood, his employer since 1996. Previously, he served 11 years as vice president and analyst at Advest. He has over 22 years of investment experience. Beja 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 small companies. It invests primarily in common stocks of U.S. companies with market capitalizations in the range of companies in the Russell 2000 index or the S&P SmallCap 600 index. It may also invest in more-established companies judged to have strong capital-appreciation potential because of their relative market position, anticipated earnings growth, changes in management, or similar opportunities. |
| Last Dividend
(29-Dec-08):
| 0.00 | | Last Cap Gain
(5-Dec-07):
| 1.71 | | Annual Holdings Turnover
| 124.00% | | Average for Category:
| 133.38% |
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| Expense | SSCGX | Category Avg | | Total Expense Ratio: | %
| 1.61% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.39% | | Max Deferred Sales Load: | %
| 2.63% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $692 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,096 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,202 |
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