Morningstar

SEI Institutional Managed Trust Global Managed Volatility Fund Class Y SGLYX

Morningstar Medalist Rating
Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 11.06  /  +0.36 %
  • Total Assets 700.7M
  • Adj. Expense Ratio
    0.830%
  • Expense Ratio 0.840%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Global Large-Stock Value
  • Investment Style Large Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.19%
  • Turnover 78%

USD | NAV as of Jul 14, 2026 | 1-Day Return as of Jul 14, 2026, 12:11 AM GMT+0

Morningstar’s Analysis SGLYX

Will SGLYX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SGLYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SGLYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SGLYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SEI Global Managed Volatility Y (SIMT) holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SGLYX

More SGLYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 17.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Johnson & Johnson

2.36 16M
Healthcare

Cisco Systems Inc

2.20 15M
Technology

Novartis AG Registered Shares

1.93 13M
Healthcare

Apple Inc

1.81 12M
Technology

Altria Group Inc

1.68 12M
Consumer Defensive

Colgate-Palmolive Co

1.67 11M
Consumer Defensive

Koninklijke Ahold Delhaize NV

1.59 11M
Consumer Defensive

McKesson Corp

1.54 11M
Healthcare

Motorola Solutions Inc

1.44 10M
Technology

AT&T Inc

1.42 10M
Communication Services

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