SEI Institutional Managed Trust Large Cap Fund Class Y (SLYCX)

Overview

This fund focuses on investing predominantly in large-cap equity securities, defined by the market capitalization range of companies within the Russell 1000 Index at the time of purchase. Adhering to a strategy that aims to allocate at least 80% of its net assets in these large companies, it also leaves room for flexibility, allowing for up to 20% investment in foreign securities. This investment approach reflects a balanced intent to leverage the growth potential of large-cap companies while exploring opportunities in international markets for diversified exposure. The composition of the Russell 1000 Index and the corresponding market capitalization range are dynamic, adjusting over time to reflect changes in the market. This fund aims to capitalize on these adjustments by regularly evaluating its investment focus, ensuring alignment with its strategic investment goals within the evolving market landscape.

Products and Services

• Equity Securities of Large Companies

  Investments are primarily focused on equity securities of large companies, specifically those within the market capitalization range of the Russell 1000 Index at the time of purchase. The goal is to capture the growth and performance of these sizable entities within the U.S. economy.

• Foreign Securities

  Up to 20% of the fund's assets may be allocated towards foreign securities. This allocation is aimed at diversifying the investment portfolio beyond the U.S. borders, potentially tapping into growth opportunities in international markets and mitigating risks through geographical diversification.