SEI Large Cap Growth A (SIMT)

The investment seeks capital appreciation.
Under normal circumstances, the Large Cap Growth 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, including American depositary receipts (ADRs) and exchange-traded funds (ETFs). 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. It may invest up to 20% of its assets in foreign securities.

Key stats

Management firm  SEI
Domicile  United States
Fund Administrator  SEI Investments Global Funds Services
Global Branding Name  SEI
Fund currency  USD
Launch Date  1994-12-20
ISIN  US7839256622
SEDOL  B0C2ZP3
Manager 1 Name  Jeffrey Van Harte
Manager 2 Name  Christopher Bonavico
Fund Strategy  Large Growth
Benchmark  Russell 1000 Growth TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2014-10-31
Return - 1 Month  3.47%
Return - 2 Months  1.57 %
Return - 3 Months  5.05%
Return - 6 Months  8.28 %
Return - 9 months  11.30 %
Return - 12 Months  14.02%
Annualized return 24 months  20.49 %
Annualized return 36 months  18.04 %
Annualized return 48 months  15.31 %
Annualized return 60 months  15.91 %
Return 120 months  7.95 %
Annualized return since Inception  8.16%
Return YTD  7.61%

Ratings

Morning Star Rating Date   2014-10-31
Morning Star Rating - 36 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 60 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - 120 Months  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating
Morning Star Rating - Overall  fund has a 3 star rating fund has a 3 star rating fund has a 3 star rating

Charges

Minimum Investment  $100,000
Maximum Managment Charge  0.40 %
Exit charge  0.50 %

Contact

Contact Address  SEI Asset Allocation Trust
Contact Address 2  1 Freedom Valley Drive
Contact Address 3  Oaks, PA 19456
Contact city  Oaks
Contact country  United States
Fund Admin Group  SEI
Web Address  www.seic.com
Custodian  U.S. Bank N.A
Phone  +1 8003425734

Price

Last Price Date  2014-11-25
Pre-tax nav  35.99

Funds Disclaimer

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Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
For fund additions and/or data corrections please contact dataquestions@morningstar.com

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