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SEI US Managed Volatility A (SIMT) Fund (SVOAX)

Fund performance review and position details on SEI US Managed Volatility A (SIMT) Fund (SVOAX)

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SEI US Managed Volatility A (SIMT) Fund (SVOAX) HighlightSEI US Managed Volatility A (SIMT) Fund (SVOAX) Fund Summary

SEI US Managed Volatility A (SIMT) Fund (SVOAX) statistics as of May 30, 2016

Category: Large Value
Fund Family: SEI
Net Asset: $1.54B
Yield: 1.51%
Year-to-Date Return: 5.09%
Morningstar rating: 5

 

SEI US Managed Volatility A (SIMT) Fund (SVOAX) CostSEI US Managed Volatility A (SIMT) Fund (SVOAX) Cost

SEI US Managed Volatility A (SIMT) Fund (SVOAX) various investment related cost

Initial Investment: 100,000
Total Expense Ratio (Large Value average): 1.00% (1.10%)
Max Front End Sales Load: 0%
Max Back End Sales Load: 0%
Annual Holdings Turnover: 58.00%

 

SEI US Managed Volatility A (SIMT) Fund (SVOAX) PerformanceSEI US Managed Volatility A (SIMT) Fund (SVOAX) Performance

Most current SEI US Managed Volatility A (SIMT) Fund (SVOAX) Performance

1-month Performance (Large Value category median performance): 1.35% (1.19%)
3-month Performance (Large Value category median performance): 5.49% (9.56%)
1 Year Performance (Large Value category median performance): 3.09% (-2.36%)
3 Year Performance (Large Value category median performance): 11.74% (7.81%)
5 Year Performance (Large Value category median performance): 11.94% (9.15%)
Number of Years of positive return: 10 years
Number of Years of negative return: 1 years
3 year Alpha (Large Value category average): 3.6 (-2.66)
3 year Beta (Large Value category average): 0.71 (0.98)
3 year Sharpe Ratio: 1.29
3 year Treynor: 16.44

SEI US Managed Volatility A (SIMT) Fund (SVOAX) topholdingTop Stock Holdings in SEI US Managed Volatility A (SIMT) Fund (SVOAX)

See stock holding change map for more historic information

StockWeightingPrice change (15 mins delay)
S&P 500 June162.6%N/A
Johnson & Johnson Common Stock2.17%0.00%
AT&T Inc.2.1%0.00%
Verizon Communications Inc. Com1.8%0.00%
Amdocs Limited1.52%0.00%
Altria Group, Inc.1.37%0.00%
Dr Pepper Snapple Group, Inc Dr1.32%0.00%
Wal-Mart Stores, Inc. Common St1.29%0.00%
Pfizer, Inc. Common Stock1.21%0.00%
Everest Re Group, Ltd. Common S1.11%0.00%
*Note: The price change will reset to 0 after the midnight

 

SEI US Managed Volatility A (SIMT) Fund (SVOAX) Portfolio AllocationSEI US Managed Volatility A (SIMT) Fund (SVOAX) Fund Portfolio Allocation

SEI US Managed Volatility A (SIMT) Fund (SVOAX) Fund Portfolio Allocation data as of 05/2016

Stock96.2%
Bond0%
Cash3.8%
Other0%

 

SEI US Managed Volatility A (SIMT) Fund (SVOAX) CompareCompare with other Large Value category mutual funds

Below are some additional Large Value mutual funds generated out of our database

Fund1 Year3 year5 year
SEI US Managed Volatility A (SIMT)3.0911.7411.94
American Funds Washington Mutual R6 (RWMGX)2.339.9611.35 Compare
Invesco Diversified Dividend A (LCEAX)5.3410.8311.26 Compare
AB Growth and Income A (CABDX)2.169.1511.11 Compare

See top fund managers for Large Value Category Funds

 

SEI US Managed Volatility A (SIMT) Fund (SVOAX) PerformanceOther Financial Data Web Sites on SEI US Managed Volatility A (SIMT) Fund (SVOAX)

Addition research sites for SEI US Managed Volatility A (SIMT) Fund (SVOAX)

 

SEI US Managed Volatility A (SIMT) Fund (SVOAX) Related ResourcesSee more information on SEI US Managed Volatility A (SIMT) (SVOAX) Fund

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