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SEI Global Managed Volatility F (SIMT) SVTAX

Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 10.00  /  0.00
  • Total Assets 858.2 Mil
  • Adj. Expense Ratio
    1.110%
  • Expense Ratio 1.110%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Global Large-Stock Blend
  • Investment Style Large Blend
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.62%
  • Turnover 84%

USD | NAV as of Feb 29, 2024 | 1-Day Return as of Feb 29, 2024, 11:20 PM GMT+0

Morningstar’s Analysis SVTAX

Will SVTAX outperform in future?

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

The combination of an Average People Pillar rating and a Below Average Process Pillar rating limit SEI Global Managed Volatility F(SIMT) to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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Portfolio Holdings SVTAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 13.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Berkshire Hathaway Inc Class B

1.67 12.9 Mil
Financial Services

SEI Government Institutional (SDIT)

1.65 12.8 Mil
Cash and Equivalents

Electronic Arts Inc

1.64 12.7 Mil
Communication Services

Kimberly-Clark Corp

1.62 12.5 Mil
Consumer Defensive

Procter & Gamble Co

1.48 11.4 Mil
Consumer Defensive

Walmart Inc

1.43 11.0 Mil
Consumer Defensive

Koninklijke Ahold Delhaize NV

1.24 9.6 Mil
Consumer Defensive

Novartis AG Registered Shares

1.20 9.2 Mil
Healthcare

Cisco Systems Inc

1.13 8.7 Mil
Technology

Roche Holding AG

1.10 8.5 Mil
Healthcare