SIMT S&P 500 Index E
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: | 855.55M | | Year-to-Date Return: | 17.01% | | Yield: | 2.10% | | Morningstar Rating: |  | | Fund Inception Date: | 31-Jul-85 |
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Karl Schneider
Lead Manager since
31-Jan-08 | | | Schneider is a principal of SSgA and a principal of the Adviser. He joined SSgA in 1996 as a member of the SSgA's Global Fundamental Strategies Team. Schneider manages a variety of the SSgA's domestic and international passive funds. He became a senior portfolio manager in the firm's Global Structured Products Group since 1998. He currently manages the firm's commingled Wilshire 5000, Wilshire 4500, and Russell 2000 funds, as well as other commingled and separately managed domestic and international funds. |
| Min Initial Investment: | $5,000,000 | | 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 investment results that correspond to the aggregate price and dividend performance of the securities in the Standard & Poor's 500 Composite Stock Price index (S&P 500 index). The fund invests substantially in securities listed in the S&P 500 index, which is comprised of 500 selected securities (mostly common stocks). It may also invest in ETFs and engage in swaps. |
| Last Dividend
(2-Oct-09):
| 0.14 | | Last Cap Gain
(4-Dec-08):
| 0.26 | | Annual Holdings Turnover
| 27.00% | | Average for Category:
| 78.94% |
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| Expense | TRQIX | Category
Avg | | Total Expense Ratio: | 0.25%
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 170 | $776 | | 5 Yr Expense Projection*: |
$ 296 | $1,291 | | 10 Yr Expense Projection*: |
$ 665 | $2,371 |
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1.23% Nasdaq 
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