SEI Institutional Investments Trust World Equity Ex-US Fund Class A

 (MUTF:WEUSX)   Watch this mutual fund  
Find more results for Sandra M. Baxter´┐Ż

Performance

Trailing returns

1 day   +0.00%  
1 week
   
-0.36%  
4 week   +6.50%
   
3 month   +0.18%
   
YTD   +1.57%
   
1 year
   
-6.65%  
3 years*   +0.64%
   
5 years*   +1.47%
   
*annualized
Best 3 month return+37.32%  
Worst 3 month return-40.39%  

Morningstar statistics

Morningstar category: Foreign Large Blend
  Return Risk Rating
3 years Average Average
5 years Average Average
10 years Average Above Average
Overall Average Above Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets6.85B 
Front load-  
Deferred load-  
Expense ratio0.34%  
Management fee-  
Fund familySEI 

Asset allocation

Cash4.65%  
Stocks95.32%  
Bonds0.00%  
Other0.03%  

Purchase information

Initial$100,000  
Additional$1,000  
11.02+0.04(0.36%)
Jul 25, 8:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks capital appreciation. 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 foreign companies of various capitalization ranges. These securities may include common stocks, preferred stocks, depositary receipts, warrants, ETFs based on an international equity index and derivative instruments, principally futures and forward contracts, whose value is based on an international equity index or an underlying equity security or basket of equity securities.
Fund filings (PDF) »
Asset managers:
Angus Franklin (Started: Apr 1, 2014)
Andrew Strathdee (Started: Apr 1, 2014)
Jonathan Bates (Started: Apr 1, 2014)
Paul Hanson (Started: Dec 31, 2005)
Nudgem Richyal (Started: Dec 31, 2010)
Robert Gillam (Started: Dec 31, 2005)
Christopher Lees (Started: Sep 30, 2010)
James Bristow (Started: Apr 28, 2016)
R. McKinney (Started: Sep 30, 2010)
Miles Wixon (Started: Dec 31, 2009)
Thomas Oliver (Started: Sep 30, 2010)
Forrest Badgley (Started: Dec 31, 2006)
L. Baxter Hines (Started: Sep 30, 2010)
Gareth Williams (Started: Apr 28, 2016)
Asha Mehta (Started: Dec 31, 2009)
John Mowrey (Started: Dec 31, 2012)
Martino Boffa (Started: Dec 31, 2010)
Andrew Stobart (Started: Apr 1, 2014)
Sandra Ackermann-Schaufler (Started: Dec 31, 2009)
Paul Viera (Started: Jul 8, 2011)
Benno Fischer (Started: Sep 30, 2010)
Paul Magnuson (Started: Sep 30, 2010)
Donald Farquharson (Started: Sep 18, 2014)
Gregory Samorajski (Started: Dec 31, 2005)
Sheldon Lien (Started: Dec 31, 2005)
Brandon Rinner (Started: Dec 31, 2005)
Gerald Smith (Started: Apr 1, 2014)
John Chisholm (Started: Apr 30, 2009)
Robert Gillam (Started: Dec 31, 2005)
Advisor Company:
SEI Investments Management Corp
Fund family reports on Morningstar »
SEI Asset Allocation Trust, 1 Freedom Valley Drive, Oaks, PA 19456, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -1.61 0.35 0.82 -0.75
Beta* 0.93 0.96 0.97 1.00
Mean annual return -0.87 0.19 0.17 0.25
R-squared* 98.93 96.94 97.39 98.24
Standard deviation 15.78 12.86 15.25 19.34
Sharpe ratio -0.67 0.17 0.13 0.10
* Against standard index

Top 10 holdings