SEMCX - SEI Institutional Managed Trust Mid-Cap Portfolio Fund Class F

Nasdaq - Nasdaq Delayed Price. Currency in USD

SEI Institutional Managed Trust Mid-Cap Portfolio Fund Class F

SEI Institutional Managed Trust

2 OLIVER ST

BOSTON MA 02109

800-342-5734
Management Information
Stacie L. Mintz,Lead Manager since July 15, 2007
Stacie L. Mintz, CFA, is a Managing Director and Portfolio Manager for QMA working within the Quantitative Equity team. In this capacity, she manages US Core, Long Short and Market Neutral strategies, as well as overseeing the team responsible for implementation. Prior to her current role, Stacie was a member of the Global Multi-Asset Solutions team, where she was responsible for several retail and institutional portfolios. In addition, during that time, she was responsible for managing the overall asset allocation for the Prudential Pension Plan. She earned a BA in Economics from Rutgers University, an MBA in Finance from New York University and holds the Chartered Financial Analyst (CFA) designation.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
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

CategoryMid-Cap Blend
Fund FamilySEI
Net Assets68.18M
YTD Return-13.57%
Yield1.36%
Morningstar Rating★★★
Inception DateFeb. 15, 1993

Fund Operations

Last Dividend0.05
Last Cap Gain0.00
Holdings Turnover99.00%
Average for CategoryN/A

Fees & Expenses

ExpenseSEMCXCategory Average
Annual Report Expense Ratio (net)0.98%1.05%
Prospectus Net Expense Ratio0.98%N/A
Prospectus Gross Expense Ratio0.99%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.33%
Max Deferred Sales LoadN/A1.23%
3 Yr Expense Projection315N/A
5 Yr Expense Projection547N/A
10 Yr Expense Projection1,213N/A