Date updated:12-20-2007
This fund aims to achieve comparable equity returns over the longer term but provide investors with some safety during sharp market down moves. It was profiled in the Wall Street Journal by Gregory Zuckerman on December 18 2006. The manager director of SEI’s global equity team was quoted as saying the fund’s goal is to “generate a long-term equity rate of return but protect investors in strong down markets.”
As Zuckerman goes on to say, the fund’s managers search for low beta stocks to be the bulk of the portfolio, and then sprinkle on some higher volatility stocks for good returns.
Current Returns:
YTD: 7.56%
1-Year: 7.70%
3-Year: 9.40%
As of 9/30/07

-
GIS
Gen Mills Inc - $68.58
- -0.07%
- $68.71
No Analysis added

-
K
Kellogg Co - $52.01
- -1.35%
- $52.82
No Analysis added

-
HRL
Hormel Foods Cp - $38.86
- -0.36%
- $39.10
No Analysis added

-
CVX
Chevron Corp - $70.13
- -1.48%
- $71.23
No Analysis added

-
HB
Hb - $0.00
- N/A
- $N/A
No Analysis added

-
LMT
Lockheed Martin C - $74.53
- -1.57%
- $75.68
No Analysis added

-
HSIC
Henry Schein - $53.86
- -0.39%
- $54.11
No Analysis added

-
PBI
Pitney Bowes Inc - $22.09
- -1.12%
- $22.36
No Analysis added
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