Morningstar

SEI Institutional Managed Trust Tax-Managed Managed Volatility Fund Class Y STVYX

Morningstar Medalist Rating
Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 15.92  /  +0.32 %
  • Total Assets 562.2M
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.670%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Mid Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.28%
  • Turnover 43%

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

Morningstar’s Analysis STVYX

Will STVYX 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 STVYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the STVYX 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 STVYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SEI Tax-Managed Mgd 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 STVYX

More STVYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cisco Systems Inc

3.33 19M
Technology

Johnson & Johnson

2.44 14M
Healthcare

Apple Inc

2.13 12M
Technology

Microsoft Corp

1.78 10M
Technology

Altria Group Inc

1.76 10M
Consumer Defensive

AbbVie Inc

1.75 10M
Healthcare

Verizon Communications Inc

1.73 10M
Communication Services

Motorola Solutions Inc

1.65 9M
Technology

Merck & Co Inc

1.63 9M
Healthcare

AT&T Inc

1.61 9M
Communication Services

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