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Morningstar

SEI US Managed Volatility F (SIMT) SVOAX

Morningstar Medalist Rating
Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 15.44  /  +1.31 %
  • Total Assets 627.3 Mil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.900%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Mid Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.70%
  • Turnover 49%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 11:48 PM GMT+0

Morningstar’s Analysis SVOAX

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

  • People Pillar

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

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

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SVOAX

More SVOAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Amdocs Ltd

2.02 12.7 Mil
Technology

Verizon Communications Inc

1.95 12.3 Mil
Communication Services

Gilead Sciences Inc

1.79 11.2 Mil
Healthcare

AT&T Inc

1.68 10.5 Mil
Communication Services

McKesson Corp

1.65 10.4 Mil
Healthcare

International Business Machines Corp

1.65 10.3 Mil
Technology

Comcast Corp Class A

1.64 10.3 Mil
Communication Services

Cisco Systems Inc

1.56 9.8 Mil
Technology

Aflac Inc

1.45 9.1 Mil
Financial Services

Lockheed Martin Corp

1.39 8.7 Mil
Industrials