SIMT Tax-Managed Large Cap A
SEI Institutional Managed Trust 2 OLIVER ST BOSTON,MA02109
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Phone: 800-342-5734
| Category: | Large Blend | | Fund Family: | SEI | | Net Assets: | 1.56B | | Year-to-Date Return: | 19.39% | | Yield: | 1.59% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Mar-98 |
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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 High long-term after-tax returns. The fund normally invests at least 80% of assets in equity securities of companies with market capitalizations in excess of $1 billion. It may engage in short sales in an amount up to 20% of the fund's value (measured at the time of investment) in an attempt to capitalize on equity securities that they believe may under-perform the market or their peers. |
| Last Dividend
(30-Oct-09):
| 0.02 | | Last Cap Gain
(2-Dec-99):
| 0.03 | | Annual Holdings Turnover
| 61.00% | | Average for Category:
| 78.94% |
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| Expense | TMLCX | Category
Avg | | Total Expense Ratio: | 1.03%
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 328 | $776 | | 5 Yr Expense Projection*: |
$ 569 | $1,291 | | 10 Yr Expense Projection*: |
$ 1,259 | $2,371 |
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0.22% Nasdaq 
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