SEI Real Estate Y (SIMT) (SREYX)
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SEI Real Estate Y (SIMT)
BOSTON MA 02109
2 OLIVER ST
SEI Institutional Managed Trust
8003455734
Management information
,Lead manager since 19 May 2024
Cory Furlong, CFA, serves as a Portfolio Manager/Analyst for the Small Cap, Small Cap Value, Small Cap Growth, Tax-Managed Small/Mid Cap, Mid-Cap and Real Estate Funds. Within SIMC's Investment Management Unit, Mr. Furlong is responsible for the management of U.S. small cap equity funds and the oversight of related subadvisor strategies. Previously, Mr. Furlong was a Portfolio Analyst on SEI's Sub-Advised Equity team where he conducted the due diligence of subadvisors within SEI's equity fund management and separate account business. Prior to joining the Investment Management Unit, he worked within SEI's Investor Manager Services division where he served as an Account Analyst. He earned his Artium Baccalaureus in Economics from Princeton University. Mr. Furlong is a CFA charterholder and a member of the CFA Institute and the CFA Society of Philadelphia.
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. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryReal Estate
Fund familySEI
Net assets67.49M
YTD return-2.88%
Yield1.99%
Morningstar rating★★★★
Inception date12 Nov 2003
Fund operations
Last dividend0.11
Last cap gain0.00
Holdings turnover53.00%
Average for categoryN/A
Fees and expenses
ExpenseSREYXCategory average
Annual report expense ratio (net)0.89%1.08%
Prospectus net expense ratio0.89%N/A
Prospectus gross expense ratio0.98%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.10%
Max deferred sales loadN/A1.13%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
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