Morningstar

SEI Institutional Managed Trust U.S. Managed Volatility Fund Class Y SUSYX

Morningstar Medalist Rating
Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 13.85  /  −0.36 %
  • Total Assets 480.9M
  • Adj. Expense Ratio
    0.640%
  • Expense Ratio 0.650%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Mid Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.58%
  • Turnover 68%

USD | NAV as of Jul 22, 2026 | 1-Day Return as of Jul 22, 2026, 11:32 PM GMT+0

Morningstar’s Analysis SUSYX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SEI US 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 SUSYX

More SUSYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 18.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cisco Systems Inc

2.69 13M
Technology

Bristol-Myers Squibb Co

2.22 11M
Healthcare

Johnson & Johnson

2.15 10M
Healthcare

Verizon Communications Inc

2.03 10M
Communication Services

Altria Group Inc

1.92 9M
Consumer Defensive

AT&T Inc

1.66 8M
Communication Services

Apple Inc

1.64 8M
Technology

Merck & Co Inc

1.59 8M
Healthcare

Comcast Corp Class A

1.52 7M
Communication Services

Microsoft Corp

1.48 7M
Technology

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