SEI Instl Mgd Tax-Managed Small Cap A
SEI Institutional Managed Trust 2 OLIVER ST BOSTON,MA02109
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Phone: 800-342-5734
| Category: | Small Blend | | Fund Family: | SEI | | Net Assets: | 260.81M | | Year-to-Date Return: | 27.40% | | Yield: | 0.59% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Oct-00 |
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David Stein
Lead Manager since
31-Jan-06 | | | Stein is chief investment officer and managing director with Parametric Portfolio Associates, his employer since June 1996.Prior to joining the firm, he served as the director of investment research at GTE Investment Management, director of active equity strategies at the Vanguard Group and director of quantitative portfolio management and research at IBM. |
| 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 high long-term after-tax returns. The fund normally invests at least 80% of net assets in equity securities of small companies,including ETFs. It invests primarily in common stocks of U.S. companies with market capitalizations in the range of companies in the Russell 2500 index. |
| Last Dividend
(30-Oct-09):
| 0.01 | | Last Cap Gain
(5-Dec-07):
| 0.80 | | Annual Holdings Turnover
| 96.00% | | Average for Category:
| 91.53% |
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| Expense | STMSX | Category
Avg | | Total Expense Ratio: | %
| 1.41% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.36% | | Max Deferred Sales Load: | %
| 2.34% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $620 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $994 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $2,000 |
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0.03% Nasdaq 
0.01 (0.10%) 
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