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SEI Insti Inv Tr, Screened World Equity Ex-US Fund Class A (SSEAX)

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SEI Insti Inv Tr, Screened World Equity Ex-US Fund Class A

SEI Institutional Investments Trust

1 Freedom Valley Drive

Oak, PA 19456

Management information
Mark A. Little,Lead manager since 1 February 2021
Mark Little Managing Director, Portfolio Manager/Analyst Lazard Asset Management Limited (London) Mark Little is a Portfolio Manager/Analyst on the International Strategic Equity, International Compounders, and Global Strategic Equity teams. He began working in the investment field in 1992. Prior to joining Lazard in 1997, he was a manager in the corporate finance practice of Coopers & Lybrand and earned his ACA qualification with Rees Pollock Chartered Accountants. Mark has an MA in Economics from Clare College, Cambridge University.
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

CategoryForeign Large Blend
Fund familySEI
Net assets130.38M
YTD return-5.07%
Morningstar rating★★★★
Inception date29 Jun 2008

Fund operations

Last dividend0.00
Last cap gain0.00
Holdings turnoverN/A
Average for categoryN/A

Fees and expenses

ExpenseSSEAXCategory average
Annual report expense ratio (net)0.36%0.92%
Prospectus net expense ratio0.36%N/A
Prospectus gross expense ratio0.82%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.28%
Max deferred sales loadN/A1.46%
3-yr expense projection262N/A
5-yr expense projection455N/A
10-yr expense projection1,014N/A