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SEI Institutional Investments Trust Large Cap Disciplined Equity Fund Class A (SCPAX)

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10.38-0.15 (-1.42%)
As of 8:05AM EDT. Market open.

SEI Institutional Investments Trust Large Cap Disciplined Equity Fund Class A

SEI Institutional Investments Trust

1 Freedom Valley Drive

Oak, PA 19456

Management Information
Denis L. Suvorov,Lead Manager since April 2, 2020
Mr. Denis Suvorov, CFA, joined Mackenzie in 2018 as Vice President, Investment Management, and Portfolio Manager. Prior to joining Mackenzie, Mr. Suvorov was a Quantitative Analyst at Teza Technologies from 2016 to 2018. Mr. Suvorov previously worked at Goldman Sachs as Vice President, Quantitative Investment Strategies, and Numeric Investors as a Research Analyst, Portfolio Manager and Partner.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Blend
Fund FamilySEI
Net Assets1.4B
YTD Return-7.50%
Morningstar Rating★★★
Inception DateAug. 27, 2003

Fund Operations

Last Dividend0.01
Last Cap Gain0.00
Holdings Turnover125.00%
Average for CategoryN/A

Fees & Expenses

ExpenseSCPAXCategory Average
Annual Report Expense Ratio (net)0.19%0.92%
Prospectus Net Expense Ratio0.19%N/A
Prospectus Gross Expense Ratio0.47%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.23%
Max Deferred Sales LoadN/A1.33%
3 Yr Expense Projection151N/A
5 Yr Expense Projection263N/A
10 Yr Expense Projection591N/A