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SEI Large Cap Growth I (SIMT) (SPGIX)

49.30 +0.26 (+0.53%)
As of 8:06 AM EST. Market Open.

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 large companies. It will primarily seek to purchase securities believed to have attractive growth and appreciation potential. For purposes of this fund, a large company is a company with a market capitalization in the range of companies in the Russell 1000 Growth Index at the time of purchase.

SEI Large Cap Growth I (SIMT)

BOSTON MA 02109
2 OLIVER ST
8003455734

Fund Overview

Category Large Growth
Fund Family SEI
Net Assets 1.5B
YTD Return 24.03%
Yield 0.00%
Morningstar Rating
Inception Date Oct 30, 2015

Fund Operations

Last Dividend 0.01
Last Cap Gain 57.00
Holdings Turnover 67.00%
Average for Category --

Fees & Expenses

Expense SPGIX Category Average
Annual Report Expense Ratio (net) 1.11% 0.99%
Prospectus Net Expense Ratio 1.11% --
Prospectus Gross Expense Ratio 1.23% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.36%
Max Deferred Sales Load -- 1.33%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Arup Datta,heads the Mackenzie Global Quantitative Equity Team which provides quantitative investment capabilities in Global and Emerging Markets equities. Arup has over 25 years of experience in quantitative equity investing. Between 1992 and 2012 he was a Quantitative Analyst, Portfolio Manager, Director of US and Director of Portfolio Management with Man Numeric, where he managed capacity-constrained equity strategies in all capitalization strata and regions of the world. Arup joined Mackenzie in September 2017 to head the Global Quantitative Equity Team.

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.

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