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Morningstar

SEI US Managed Volatility Y (SIMT) SUSYX

Morningstar Medalist Rating
Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 14.49  /  −0.34 %
  • Total Assets 635.8 Mil
  • Adj. Expense Ratio
    0.650%
  • 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 1.86%
  • Turnover 49%

USD | NAV as of Apr 16, 2024 | 1-Day Return as of Apr 16, 2024, 12:16 AM GMT+0

Morningstar’s Analysis SUSYX

Will SUSYX outperform in 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.

SEI US Managed Volatility Y(SIMT)'s Average Process Pillar and People Pillar ratings result in a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a cost advantage over competitors, priced within the second-lowest fee quintile among peers.

by Morningstar Manager Research
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 17.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Verizon Communications Inc

2.18 14.8 Mil
Communication Services

SEI Government Institutional (SDIT)

1.89 12.8 Mil
Cash and Equivalents

International Business Machines Corp

1.84 12.5 Mil
Technology

Bristol-Myers Squibb Co

1.83 12.4 Mil
Healthcare

Amdocs Ltd

1.76 11.9 Mil
Technology

Gilead Sciences Inc

1.69 11.4 Mil
Healthcare

Merck & Co Inc

1.63 11.1 Mil
Healthcare

CVS Health Corp

1.62 11.0 Mil
Healthcare

Cisco Systems Inc

1.62 11.0 Mil
Technology

The Hartford Financial Services Group Inc

1.53 10.3 Mil
Financial Services