Nasdaq - Delayed Quote USD

SEI Institutional Managed Trust Mid-Cap Fund (SFDYX)

29.77
-0.06
(-0.20%)
At close: 6:27:12 PM EDT

Fund Summary

Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of medium-sized companies. In managing the fund's assets, the Sub-Advisers select stocks of companies that have low price-earnings and price-book ratios, but that also have high sustainable growth levels and the probability of high positive earnings revisions.

Risk Overview

Morningstar Risk Rating
Best 1Y Total Return 28.20%
Worst 1Y Total Return --
Number of Years Up 7
Number of Years Down 2

Performance & Risk

YTD Return 2.04%
5y Average Return 14.42%
Rank in Category (ytd) 32
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Risk Statistics

3 Years 5 Years 10 Years
SFDYXCategory AverageSFDYXCategory AverageSFDYXCategory Average
Alpha -4.25 -0.06 -1.36 -0.05 -4.16 -0.04
BETA 1.03 0.01 0.96 0.01 1.07 0.01
Mean Annual Return 0.74 0.01 1.16 0.01 0.79 0.01
R-squared 84.3 0.88 82.91 0.85 86.94 0.84
Standard Deviation 18.31 0.23 16.92 0.19 17.6 0.17
Sharpe Ratio 0.23 0.01 0.66 0.01 0.42 0.01
Treynor Ratio 2.67 0.11 10.91 0.11 5.76 0.1

Related Tickers