SEI Instl Mgd Large Cap Value 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: | 1.85B | | Year-to-Date Return: | 13.69% | | Yield: | 2.46% | | Morningstar Rating: |  | | Fund Inception Date: | 30-Apr-87 |
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Gina Marie N. Moore
Lead Manager since
31-Jan-06 | | | Moore has been with AJO for 10 years as a portfolio manager and research analyst. She also focuses on marketing for AJO. She began career at Price Waterhouse and then joined Scott Paper as a pension analyst. She became involved in marketing, client service, and portfolio analytics, first at Brandywine Asset Management and then at Glenmede Trust. She is involved with portfolio management and marketing. Moore holds the Chartered Financial Analyst and Certified Public Accountant designations. |
| 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 growth of capital and income. The fund will invest at least 80% of net assets in equity securities of large companies. It invests primarily in income-producing common stocks of U.S. companies with market capitalizations of more than $1 billion. |
| Last Dividend
(2-Oct-09):
| 0.06 | | Last Cap Gain
(5-Dec-07):
| 2.07 | | Annual Holdings Turnover
| 53.00% | | Average for Category:
| 67.10% |
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| Expense | TRMVX | Category
Avg | | Total Expense Ratio: | 0.98%
| 1.27% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.44% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ 312 | $635 | | 5 Yr Expense Projection*: |
$ 542 | $963 | | 10 Yr Expense Projection*: |
$ 1,201 | $1,849 |
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0.17% Nasdaq 0.00%
Profile
