SIMT Tax-Managed Managed Volatility A
SEI Institutional Managed Trust 2 OLIVER ST BOSTON,MA02109
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Phone: 800-342-5734
| Category: | Large Value | | Fund Family: | SEI | | Net Assets: | 171.89M | | Year-to-Date Return: | 9.91% | | Yield: | 1.90% | | Morningstar Rating: | N/A | | Fund Inception Date: | 20-Dec-07 |
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Dennis M. Bein
Lead Manager since
20-Dec-07 | | | 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 maximize after-tax returns with a lower level of volatility than the broad U.S. equity markets. The fund typically invests in all capitalization ranges U.S. companies securities including common stocks, preferred stocks, warrants, ETFs, depositary receipts, equity options and related equity based derivative instruments. It also may invest in futures, options on futures, and swap agreements and engage in short sales. The fund may be measured against the Russell 3000 index. |
| Last Dividend
(30-Oct-09):
| 0.04 | | Last Cap Gain
| YFT_NOT_APPLICABLE_ABBREVIATION | | Annual Holdings Turnover
| 65.00% | | Average for Category:
| 75.44% |
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| Expense | TMMAX | Category
Avg | | Total Expense Ratio: | 1.30%
| 1.28% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 412 | $638 | | 5 Yr Expense Projection*: |
$ 713 | $966 | | 10 Yr Expense Projection*: |
$ 1,568 | $1,855 |
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1.14% Nasdaq 
0.04 (0.47%) 
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