SEI Instl Mgd Small Cap Value I
1 Freedom Valley Dr. Oaks, PA 19456
Map
Phone: 800-342-5734
| Category: | Small Value | | Fund Family: | SEI | | Net Assets: | 6.27M | | Year-to-Date Return: | -29.47% | | Yield: | 0.47% | | Morningstar Rating: |  | | Fund Inception Date: | 11-Feb-02 |
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Wayne J. Archambo
Lead Manager since
01-Apr-95 | | | Archambo serves as lead portfolio manager and is responsible for coverage of stocks. He joined BlackRock in 2002 as a lead portfolio manager. Prior to joining BlackRock in 2002, he was a founding partner and manager of Boston Partners Asset Management, L.P.s small and mid-cap value equity products since the firms inception in 1995. Archambo holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | $0 | | Min Initial Investment, AIP: | $0 | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | $0 | | Min Subsequent Investment, AIP: | $0 |
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| The investment seeks capital appreciation. The fund normally invests at least 80% of assets in equity securities of small companies. It invests primarily in common stocks of U.S. companies with market capitalizations in the range of companies in the Russell 2000 index or the S&P SmallCap 600 index. The fund may invest the balance of assets in investment-grade debt securities and/or in equity securities of larger companies. |
| Last Dividend
(2-Oct-08):
| 0.02 | | Last Cap Gain
(5-Dec-07):
| 2.68 | | Annual Holdings Turnover
| 86.00% | | Average for Category:
| 84.20% |
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| Expense | SMVIX | Category
Avg | | Total Expense Ratio: | 1.36%
| 1.52% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.39% | | Max Deferred Sales Load: | 0.00%
| 2.66% | | 3 Yr Expense Projection*: |
$483 | $693 | | 5 Yr Expense Projection*: |
$834 | $1,059 | | 10 Yr Expense Projection*: |
$1,824 | $2,055 |
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6.54% Nasdaq 
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