Advertisement
Skip to Content
Morningstar

SEI US Managed Volatility A (SIIT) SVYAX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 11.96  /  0.25 %
  • Total Assets 870.9 Mil
  • Adj. Expense Ratio
    0.200%
  • Expense Ratio 0.200%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Mid Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 2.44%
  • Turnover 55%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 1:06 AM GMT+00:00

Morningstar’s Analysis SVYAX

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

People Pillar

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

Summary

|

SEI US Managed Volatility A (SIIT)'s Average People Pillar and Process Pillar ratings hold this strategy's Morningstar Quantitative Rating of Neutral. The portfolio maintains a cost advantage over competitors, priced within the second-cheapest fee quintile among peers.

Unlock our full analysis with Morningstar Investor