<SEC-DOCUMENT>0001104659-15-073183-index.html : 20151028 <SEC-HEADER>0001104659-15-073183.hdr.sgml : 20151028 <ACCEPTANCE-DATETIME>20151027181629 ACCESSION NUMBER: 0001104659-15-073183 CONFORMED SUBMISSION TYPE: DEFA14A PUBLIC DOCUMENT COUNT: 3 FILED AS OF DATE: 20151028 DATE AS OF CHANGE: 20151027 EFFECTIVENESS DATE: 20151028 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SEI INSTITUTIONAL MANAGED TRUST CENTRAL INDEX KEY: 0000804239 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 0930 FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-04878 FILM NUMBER: 151178741 BUSINESS ADDRESS: STREET 1: 2 OLIVER ST CITY: BOSTON STATE: MA ZIP: 02109 BUSINESS PHONE: 8003455734 MAIL ADDRESS: STREET 1: SEI INVESTMENTS STREET 2: 1 FREEDOM VALLEY DRIVE CITY: OAKS STATE: PA ZIP: 19456 FORMER COMPANY: FORMER CONFORMED NAME: TRUSTFUNDS INSTITUTIONAL MANAGED TRUST DATE OF NAME CHANGE: 19890509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SEI ASSET ALLOCATION TRUST CENTRAL INDEX KEY: 0001003632 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-07445 FILM NUMBER: 151178742 BUSINESS ADDRESS: STREET 1: 1 FREEDOM VALLEY DRIVE CITY: OAKS STATE: PA ZIP: 19456 BUSINESS PHONE: 610 676-3097 MAIL ADDRESS: STREET 1: 1 FREEDOM VALLEY DRIVE CITY: OAKS STATE: PA ZIP: 19456 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SEI DAILY INCOME TRUST /MA/ CENTRAL INDEX KEY: 0000701939 IRS NUMBER: 236756825 STATE OF INCORPORATION: MA FISCAL YEAR END: 0131 FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-03451 FILM NUMBER: 151178743 BUSINESS ADDRESS: STREET 1: 2 OLIVER ST CITY: BOSTON STATE: MA ZIP: 02109 BUSINESS PHONE: 8003425734 MAIL ADDRESS: STREET 1: SEI CASH & PLUS TRUST STREET 2: ONE FREEDOM VALLEY DRIVE CITY: OAKS STATE: PA ZIP: 19456 FORMER COMPANY: FORMER CONFORMED NAME: SEI CASH & PLUS TRUST DATE OF NAME CHANGE: 19920703 FORMER COMPANY: FORMER CONFORMED NAME: TRUSTFUNDS CASH & PLUS TRUST DATE OF NAME CHANGE: 19890123 FORMER COMPANY: FORMER CONFORMED NAME: CASH PLUS TRUST DATE OF NAME CHANGE: 19860827 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SEI TAX EXEMPT TRUST CENTRAL INDEX KEY: 0000701817 IRS NUMBER: 236741646 STATE OF INCORPORATION: MA FISCAL YEAR END: 0831 FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-03447 FILM NUMBER: 151178744 BUSINESS ADDRESS: STREET 1: SEI INVESTMENTS STREET 2: 1 FREEDOM VALLEY CIRCLE CITY: OAK STATE: PA ZIP: 19456 BUSINESS PHONE: 610 676-3097 MAIL ADDRESS: STREET 1: SEI INVESTMENTS STREET 2: 1 FREEDOM VALLEY CIRCLE CITY: OAK STATE: PA ZIP: 19456 FORMER COMPANY: FORMER CONFORMED NAME: TRUSTFUNDS TAX EXEMPT TRUST DATE OF NAME CHANGE: 19890123 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SEI INSTITUTIONAL INVESTMENTS TRUST CENTRAL INDEX KEY: 0000939934 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 0531 FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-07257 FILM NUMBER: 151178745 BUSINESS ADDRESS: STREET 1: 1 FREEDOM VALLEY DRIVE CITY: OAK STATE: PA ZIP: 19456 BUSINESS PHONE: 610 676-3097 MAIL ADDRESS: STREET 1: 1 FREEDOM VALLEY DRIVE CITY: OAK STATE: PA ZIP: 19456 FILER: COMPANY DATA: COMPANY CONFORMED NAME: SEI INSTITUTIONAL INTERNATIONAL TRUST CENTRAL INDEX KEY: 0000835597 IRS NUMBER: 000000000 STATE OF INCORPORATION: MA FISCAL YEAR END: 0228 FILING VALUES: FORM TYPE: DEFA14A SEC ACT: 1934 Act SEC FILE NUMBER: 811-05601 FILM NUMBER: 151178746 BUSINESS ADDRESS: STREET 1: SEI INVESTMENTS ATTN: CAREN ROSCH STREET 2: 1FREEDOM CIRCLE DRIVE CITY: OAKS STATE: PA ZIP: 19456 BUSINESS PHONE: 610 676-3097 MAIL ADDRESS: STREET 1: SEI INVESTMENTS ATTN: CAREN ROSCH STREET 2: 1FREEDOM CIRCLE DRIVE CITY: OAKS STATE: PA ZIP: 19456 FORMER COMPANY: FORMER CONFORMED NAME: SEI INTERNATIONAL TRUST DATE OF NAME CHANGE: 19920703 FORMER COMPANY: FORMER CONFORMED NAME: SEI WEALTH MANAGEMENT TRUST DATE OF NAME CHANGE: 19900129 <SERIES-AND-CLASSES-CONTRACTS-DATA> <EXISTING-SERIES-AND-CLASSES-CONTRACTS> <SERIES> <OWNER-CIK>0000701817 <SERIES-ID>S000006430 <SERIES-NAME>STET SHORT DURATION MUNICIPAL FUND <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000017624 <CLASS-CONTRACT-NAME>STET SHORT DURATION MUNICIPAL FUND - 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CLASS A </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000036886 <CLASS-CONTRACT-NAME>Class I </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000147395 <CLASS-CONTRACT-NAME>Class Y </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000804239 <SERIES-ID>S000010830 <SERIES-NAME>SIMT GLOBAL MANAGED VOLATILITY FUND <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000030063 <CLASS-CONTRACT-NAME>SIMT GLOBAL MANAGED VOLATILITY FUND - CLASS A </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000036887 <CLASS-CONTRACT-NAME>Class I </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000147396 <CLASS-CONTRACT-NAME>Class Y </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000804239 <SERIES-ID>S000012016 <SERIES-NAME>SIMT Enhanced Income Fund - Class A <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032747 <CLASS-CONTRACT-NAME>Class A </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000804239 <SERIES-ID>S000012017 <SERIES-NAME>SIMT Global Managed Volatility Fund - Class A <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000032748 <CLASS-CONTRACT-NAME>Class A </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000804239 <SERIES-ID>S000013604 <SERIES-NAME>SIMT Real Return Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000036881 <CLASS-CONTRACT-NAME>Class A </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000036882 <CLASS-CONTRACT-NAME>Class I </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000147397 <CLASS-CONTRACT-NAME>Class Y </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000804239 <SERIES-ID>S000017259 <SERIES-NAME>SIMT Tax-Managed Managed Volatility Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000047774 <CLASS-CONTRACT-NAME>SIMT Tax-Managed Managed Volatility Fund - Class A </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000047775 <CLASS-CONTRACT-NAME>SIMT Tax-Managed Managed Volatility Fund - Class I </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000147398 <CLASS-CONTRACT-NAME>Class Y </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000804239 <SERIES-ID>S000018490 <SERIES-NAME>SIMT S&P 500 Index Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000051280 <CLASS-CONTRACT-NAME>Class A </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000051282 <CLASS-CONTRACT-NAME>Class I </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000158776 <CLASS-CONTRACT-NAME>Class Y </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000804239 <SERIES-ID>S000025531 <SERIES-NAME>SIMT U.S. Fixed Income Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000076445 <CLASS-CONTRACT-NAME>SIMT U.S. Fixed Income Fund - Class A </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000076447 <CLASS-CONTRACT-NAME>SIMT U.S. Fixed Income Fund - Class I </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000147399 <CLASS-CONTRACT-NAME>Class Y </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000804239 <SERIES-ID>S000026000 <SERIES-NAME>SIMT Large Cap Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000078064 <CLASS-CONTRACT-NAME>SIMT Large Cap Fund - Class A </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000078066 <CLASS-CONTRACT-NAME>SIMT Large Cap Fund - Class I </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000147400 <CLASS-CONTRACT-NAME>Class Y </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000804239 <SERIES-ID>S000026001 <SERIES-NAME>SIMT Small Cap Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000078067 <CLASS-CONTRACT-NAME>SIMT Small Cap Fund - Class A </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000078069 <CLASS-CONTRACT-NAME>SIMT Small Cap Fund - Class I </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000147401 <CLASS-CONTRACT-NAME>Class Y </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000804239 <SERIES-ID>S000028026 <SERIES-NAME>SIMT Multi-Strategy Alternative Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000085250 <CLASS-CONTRACT-NAME>Class A </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000147402 <CLASS-CONTRACT-NAME>Class Y </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000804239 <SERIES-ID>S000035779 <SERIES-NAME>SIMT MULTI-ASSET ACCUMULATION FUND <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000109624 <CLASS-CONTRACT-NAME>Class A </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000147403 <CLASS-CONTRACT-NAME>Class Y </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000804239 <SERIES-ID>S000035780 <SERIES-NAME>SIMT MULTI-ASSET INCOME FUND <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000109625 <CLASS-CONTRACT-NAME>Class A </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000147404 <CLASS-CONTRACT-NAME>Class Y </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000804239 <SERIES-ID>S000035781 <SERIES-NAME>SIMT MULTI-ASSET INFLATION MANAGED FUND <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000109626 <CLASS-CONTRACT-NAME>Class A </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000147405 <CLASS-CONTRACT-NAME>Class Y </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000804239 <SERIES-ID>S000035782 <SERIES-NAME>SIMT MULTI-ASSET CAPITAL STABILITY FUND <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000109627 <CLASS-CONTRACT-NAME>Class A </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000147406 <CLASS-CONTRACT-NAME>Class Y </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000804239 <SERIES-ID>S000047600 <SERIES-NAME>SIMT Long/Short Alternative Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000149438 <CLASS-CONTRACT-NAME>Class A </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000152581 <CLASS-CONTRACT-NAME>Class Y </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000804239 <SERIES-ID>S000050286 <SERIES-NAME>SIMT Dynamic Asset Allocation Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000158774 <CLASS-CONTRACT-NAME>Class A </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000158775 <CLASS-CONTRACT-NAME>Class Y </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000835597 <SERIES-ID>S000006418 <SERIES-NAME>SIT INTERNATIONAL EQUITY FUND <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000017606 <CLASS-CONTRACT-NAME>SIT INTERNATIONAL EQUITY FUND - CLASS I <CLASS-CONTRACT-TICKER-SYMBOL>SEEIX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000017607 <CLASS-CONTRACT-NAME>SIT INTERNATIONAL EQUITY FUND - CLASS A <CLASS-CONTRACT-TICKER-SYMBOL>SEITX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000147407 <CLASS-CONTRACT-NAME>Class Y <CLASS-CONTRACT-TICKER-SYMBOL>SEFCX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000835597 <SERIES-ID>S000006419 <SERIES-NAME>SIT INTERNATIONAL FIXED INCOME FUND <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000017608 <CLASS-CONTRACT-NAME>SIT INTERNATIONAL FIXED INCOME FUND - CLASS A <CLASS-CONTRACT-TICKER-SYMBOL>SEFIX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000147408 <CLASS-CONTRACT-NAME>Class Y </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000835597 <SERIES-ID>S000006420 <SERIES-NAME>SIT EMERGING MARKETS EQUITY FUND <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000017609 <CLASS-CONTRACT-NAME>SIT EMERGING MARKETS EQUITY FUND - CLASS A <CLASS-CONTRACT-TICKER-SYMBOL>SIEMX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000147409 <CLASS-CONTRACT-NAME>Class Y <CLASS-CONTRACT-TICKER-SYMBOL>SEQFX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000835597 <SERIES-ID>S000006421 <SERIES-NAME>SIT EMERGING MARKETS DEBT FUND <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000017610 <CLASS-CONTRACT-NAME>SIT EMERGING MARKETS DEBT FUND - CLASS A <CLASS-CONTRACT-TICKER-SYMBOL>SITEX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000147410 <CLASS-CONTRACT-NAME>Class Y <CLASS-CONTRACT-TICKER-SYMBOL>SIEDX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000939934 <SERIES-ID>S000006762 <SERIES-NAME>SIIT LONG DURATION FUND <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000018351 <CLASS-CONTRACT-NAME>SIIT LONG DURATION FUND - CLASS A <CLASS-CONTRACT-TICKER-SYMBOL>LDRAX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000939934 <SERIES-ID>S000006763 <SERIES-NAME>SIIT HIGH YIELD BOND FUND <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000018352 <CLASS-CONTRACT-NAME>SIIT HIGH YIELD BOND FUND - CLASS A <CLASS-CONTRACT-TICKER-SYMBOL>SGYAX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000939934 <SERIES-ID>S000006764 <SERIES-NAME>SIIT EMERGING MARKETS DEBT FUND <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000018353 <CLASS-CONTRACT-NAME>SIIT EMERGING MARKETS DEBT FUND - CLASS A <CLASS-CONTRACT-TICKER-SYMBOL>SEDAX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000939934 <SERIES-ID>S000006765 <SERIES-NAME>SIIT WORLD EQUITY EX-US FUND <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000018354 <CLASS-CONTRACT-NAME>SIIT WORLD EQUITY EX-US FUND - CLASS A <CLASS-CONTRACT-TICKER-SYMBOL>WEUSX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000939934 <SERIES-ID>S000006766 <SERIES-NAME>SIIT CORE FIXED INCOME <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000018355 <CLASS-CONTRACT-NAME>SIIT CORE FIXED INCOME - CLASS A <CLASS-CONTRACT-TICKER-SYMBOL>SCOAX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000939934 <SERIES-ID>S000006767 <SERIES-NAME>SIIT LARGE CAP FUND <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000018356 <CLASS-CONTRACT-NAME>SIIT LARGE CAP FUND - CLASS A <CLASS-CONTRACT-TICKER-SYMBOL>SLCAX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000939934 <SERIES-ID>S000006768 <SERIES-NAME>SIIT LARGE CAP INDEX FUND <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000018357 <CLASS-CONTRACT-NAME>SIIT LARGE CAP INDEX FUND - CLASS A <CLASS-CONTRACT-TICKER-SYMBOL>LCIAX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000939934 <SERIES-ID>S000006769 <SERIES-NAME>SIIT LARGE CAP DISCIPLINED EQUITY FUND <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000018358 <CLASS-CONTRACT-NAME>SIIT LARGE CAP DISCIPLINED EQUITY FUND - CLASS A <CLASS-CONTRACT-TICKER-SYMBOL>SCPAX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000939934 <SERIES-ID>S000006770 <SERIES-NAME>SIIT SMALL MID CAP EQUITY FUND <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000018359 <CLASS-CONTRACT-NAME>SIIT SMALL MID CAP EQUITY FUND - CLASS A <CLASS-CONTRACT-TICKER-SYMBOL>SSMAX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000939934 <SERIES-ID>S000006772 <SERIES-NAME>SIIT SMALL CAP FUND <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000018361 <CLASS-CONTRACT-NAME>SIIT SMALL CAP FUND - CLASS A <CLASS-CONTRACT-TICKER-SYMBOL>SLPAX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000939934 <SERIES-ID>S000010543 <SERIES-NAME>SIIT LARGE CAP DIVERSIFIED ALPHA FUND <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000029091 <CLASS-CONTRACT-NAME>SIIT LARGE CAP DIVERSIFIED ALPHA FUND - CLASS A <CLASS-CONTRACT-TICKER-SYMBOL>SCDAX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000939934 <SERIES-ID>S000010881 <SERIES-NAME>SIIT EMERGING MARKETS EQUITY FUND <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000030145 <CLASS-CONTRACT-NAME>SIIT EMERGING MARKETS EQUITY FUND - CLASS A <CLASS-CONTRACT-TICKER-SYMBOL>SMQFX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000939934 <SERIES-ID>S000013605 <SERIES-NAME>SIIT U.S. Managed Volatility Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000036888 <CLASS-CONTRACT-NAME>SIIT U.S. Managed Volatility Fund - Class A <CLASS-CONTRACT-TICKER-SYMBOL>SVYAX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000939934 <SERIES-ID>S000013606 <SERIES-NAME>SIIT Real Return Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000036889 <CLASS-CONTRACT-NAME>SIIT Real Return Fund - Class A <CLASS-CONTRACT-TICKER-SYMBOL>RRPAX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000939934 <SERIES-ID>S000014581 <SERIES-NAME>SIIT Opportunistic Income Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000039813 <CLASS-CONTRACT-NAME>SIIT Opportunistic Income Fund - Class A <CLASS-CONTRACT-TICKER-SYMBOL>ENIAX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000939934 <SERIES-ID>S000019597 <SERIES-NAME>SIIT Screened World Equity Ex-US Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000054521 <CLASS-CONTRACT-NAME>SIIT Screened World Equity Ex-US Fund - Class A <CLASS-CONTRACT-TICKER-SYMBOL>SSEAX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000939934 <SERIES-ID>S000027147 <SERIES-NAME>SIIT Dynamic Asset Allocation Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000081914 <CLASS-CONTRACT-NAME>SIIT Dynamic Asset Allocation Fund - Class A <CLASS-CONTRACT-TICKER-SYMBOL>SDLAX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000939934 <SERIES-ID>S000031047 <SERIES-NAME>SIIT Ultra Short Duration Bond Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000096276 <CLASS-CONTRACT-NAME>SIIT Ultra Short Duration Bond Fund - Class A <CLASS-CONTRACT-TICKER-SYMBOL>SUSAX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000939934 <SERIES-ID>S000033123 <SERIES-NAME>SIIT Multi-Asset Real Return Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000102014 <CLASS-CONTRACT-NAME>SIIT Multi-Asset Real Return Fund - Class A <CLASS-CONTRACT-TICKER-SYMBOL>SEIAX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000939934 <SERIES-ID>S000035814 <SERIES-NAME>SIIT Extended Market Index Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000109763 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>SMXAX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000939934 <SERIES-ID>S000036633 <SERIES-NAME>SIIT Small Cap II Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000111997 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>SECAX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000939934 <SERIES-ID>S000036875 <SERIES-NAME>SIIT Long Duration Credit Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000112815 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>SLDAX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000939934 <SERIES-ID>S000043383 <SERIES-NAME>SIIT S&P 500 Index Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000134335 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>SPINX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000939934 <SERIES-ID>S000046099 <SERIES-NAME>SIIT Limited Duration Bond Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000144225 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>SLDBX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0000939934 <SERIES-ID>S000047944 <SERIES-NAME>SIIT Intermediate Duration Credit Fund <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000150792 <CLASS-CONTRACT-NAME>Class A <CLASS-CONTRACT-TICKER-SYMBOL>SIDCX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001003632 <SERIES-ID>S000005808 <SERIES-NAME>SAAT AGGRESSIVE STRATEGY FUND <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000015946 <CLASS-CONTRACT-NAME>SAAT AGGRESSIVE STRATEGY FUND - CLASS A <CLASS-CONTRACT-TICKER-SYMBOL>SSGAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000015947 <CLASS-CONTRACT-NAME>SAAT AGGRESSIVE STRATEGY FUND - CLASS I <CLASS-CONTRACT-TICKER-SYMBOL>SEAIX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000093796 <CLASS-CONTRACT-NAME>SAAT AGGRESSIVE STRATEGY FUND - CLASS D <CLASS-CONTRACT-TICKER-SYMBOL>SASDX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001003632 <SERIES-ID>S000005811 <SERIES-NAME>SAAT MARKET GROWTH STRATEGY FUND <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000015954 <CLASS-CONTRACT-NAME>SAAT MARKET GROWTH STRATEGY FUND - CLASS A <CLASS-CONTRACT-TICKER-SYMBOL>SRWAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000015955 <CLASS-CONTRACT-NAME>SAAT MARKET GROWTH STRATEGY FUND - CLASS I <CLASS-CONTRACT-TICKER-SYMBOL>SMGSX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000093797 <CLASS-CONTRACT-NAME>SAAT MARKET GROWTH STRATEGY FUND - CLASS D <CLASS-CONTRACT-TICKER-SYMBOL>SMKDX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001003632 <SERIES-ID>S000005812 <SERIES-NAME>SAAT MODERATE STRATEGY FUND <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000015956 <CLASS-CONTRACT-NAME>SAAT MODERATE STRATEGY FUND - CLASS A <CLASS-CONTRACT-TICKER-SYMBOL>SMOAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000015957 <CLASS-CONTRACT-NAME>SAAT MODERATE STRATEGY FUND - CLASS I <CLASS-CONTRACT-TICKER-SYMBOL>SMSIX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000093798 <CLASS-CONTRACT-NAME>SAAT MODERATE STRATEGY FUND - CLASS D <CLASS-CONTRACT-TICKER-SYMBOL>SMSDX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001003632 <SERIES-ID>S000005813 <SERIES-NAME>SAAT TAX-MANAGED AGGRESSIVE STRATEGY FUND <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000015958 <CLASS-CONTRACT-NAME>SAAT TAX-MANAGED AGGRESSIVE STRATEGY FUND - CLASS A <CLASS-CONTRACT-TICKER-SYMBOL>SISAX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001003632 <SERIES-ID>S000005814 <SERIES-NAME>SAAT CONSERVATIVE STRATEGY ALLOCATION FUND <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000015959 <CLASS-CONTRACT-NAME>SAAT CONSERVATIVE STRATEGY ALLOCATION FUND - CLASS A <CLASS-CONTRACT-TICKER-SYMBOL>SMGAX </CLASS-CONTRACT> </SERIES> <SERIES> <OWNER-CIK>0001003632 <SERIES-ID>S000005815 <SERIES-NAME>SAAT CORE MARKET STRATEGY ALLOCATION FUND <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000015960 <CLASS-CONTRACT-NAME>SAAT CORE MARKET STRATEGY ALLOCATION FUND - 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CLASS A <CLASS-CONTRACT-TICKER-SYMBOL>SNSAX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000015969 <CLASS-CONTRACT-NAME>SAAT DEFENSIVE STRATEGY FUND - CLASS I <CLASS-CONTRACT-TICKER-SYMBOL>SEDIX </CLASS-CONTRACT> <CLASS-CONTRACT> <CLASS-CONTRACT-ID>C000093801 <CLASS-CONTRACT-NAME>Class D </CLASS-CONTRACT> </SERIES> </EXISTING-SERIES-AND-CLASSES-CONTRACTS> </SERIES-AND-CLASSES-CONTRACTS-DATA> </SEC-HEADER> <DOCUMENT> <TYPE>DEFA14A <SEQUENCE>1 <FILENAME>a15-21225_5defa14a.htm <DESCRIPTION>DEFA14A <TEXT> Document 1 - file: a15-21225_5defa14a.htm
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>3 <FILENAME>g212255bci001.gif <DESCRIPTION>GRAPHIC <TEXT> Document 3 - file: g212255bci001.gif
</DOCUMENT> <DOCUMENT> <TYPE>GRAPHIC <SEQUENCE>4 <FILENAME>g212253dai001.jpg <DESCRIPTION>GRAPHIC <TEXT> Document 4 - file: g212253dai001.jpg
</DOCUMENT> </SEC-DOCUMENT>