SIMT Tax-Managed Large Cap A
1 Freedom Valley Dr. Oaks, PA 19456
Phone: 800-342-5734
| Category: | Large Blend | | Fund Family: | SEI | | Net Assets: | 1.30B | | Year-to-Date Return: | -0.81% | | Yield: | 1.90% | | Morningstar Rating: |  | | Fund Inception Date: | 05-Mar-98 |
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Theodore R. Aronson
Lead Manager since
31-Jan-06 | | | Aronson has been managing principal and portfolio manager with AJO for 24 years. He is involved with AJOs administration and marketing. He began his investment career with the Quantitative Equities Group of Drexel Burnham Investment Advisors. He then co-founded Addison Capital Management in 1981 and left three years later form the predecessor to Aronson+Johnson+Ortiz. Aronson holds the Chartered Financial Analyst and Chartered Investment Counselor designations. |
| 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 High long-term after-tax returns. The fund normally invests at least 80% of assets in equity securities of companies with market capitalizations in excess of $1 billion. It may engage in short sales in an amount up to 20% of the fund's value (measured at the time of investment) in an attempt to capitalize on equity securities that they believe may under-perform the market or their peers. |
| Last Dividend
(27-Mar-09):
| 0.04 | | Last Cap Gain
(2-Dec-99):
| 0.03 | | Annual Holdings Turnover
| 61.00% | | Average for Category:
| 74.57% |
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| Expense | TMLCX | Category
Avg | | Total Expense Ratio: | 0.88%
| 1.11% | | Max 12b1 Fee: | 0.00%
| N/A | | Max Front End Sales Load: | 0.00%
| 5.24% | | Max Deferred Sales Load: | 0.00%
| 2.58% | | 3 Yr Expense Projection*: |
$328 | $580 | | 5 Yr Expense Projection*: |
$569 | $889 | | 10 Yr Expense Projection*: |
$1,259 | $1,773 |
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0.13 (1.28%)
