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SEI US Managed Volatility A (SIMT) (SVOAX) Fund Ranking and Research

Ranking, Research and Recommendation of SEI US Managed Volatility A (SIMT) (SVOAX) Fund

    Last Trade: $17.92 on 8/21/2017, Change: +0.04 (0.22%)

 

Graph of SEI US Managed Volatility A (SIMT) Fund (SVOAX) ManagerFund Manager - Jason Karceski

Fund Manager Information

Fund Manager Tenure: 2.9 years
Fund Family: SEI
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.87)     (What does this score mean?)

 

Graph of SEI US Managed Volatility A (SIMT) Fund (SVOAX) ProfileSEI US Managed Volatility A (SIMT) Fund (SVOAX) Profile

Fund Profile and Description

SEI US Managed Volatility A (SIMT) Fund seeks capital appreciation with less volatility than the broad U.S. equity markets. SEI US Managed Volatility A (SIMT) Fund typically invests in securities of U.S. companies of all capitalization ranges. These securities may include common stocks, preferred stocks, ETFs, warrants, equity options and related equity based derivative instruments. SEI US Managed Volatility A (SIMT) Fund also can invest in futures, options on futures, and swap agreements and engage in short sales.

 

SEI US Managed Volatility A (SIMT) (SVOAX) Fund Strength What we like about SEI US Managed Volatility A (SIMT) (SVOAX) Fund

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

  • SEI US Managed Volatility A (SIMT) Fund (SVOAX) has good short-term performance (1-year return 3.09% vs -2.36% Large Value category median performance)
  • SEI US Managed Volatility A (SIMT) Fund (SVOAX) has good mid-term performance (3-year return 11.74% vs 7.81% Large Value category median performance)
  • SEI US Managed Volatility A (SIMT) Fund (SVOAX) has good Long-term performance (5-year return 11.94% vs 9.15% Large Value category median performance)
  • SEI US Managed Volatility A (SIMT) Fund (SVOAX) ratio of up-years vs down years is greater than 2
  • SEI US Managed Volatility A (SIMT) Fund (SVOAX) has a Morningstar rating of 4 and above
  • Asset base in SEI US Managed Volatility A (SIMT) Fund (SVOAX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • SEI US Managed Volatility A (SIMT) Fund (SVOAX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.87, lower than category average of 11.7
  • SEI US Managed Volatility A (SIMT) Fund (SVOAX) has a lower expense ratio than its Large Value average: 1.00% vs 1.10%
  • SEI US Managed Volatility A (SIMT) Fund (SVOAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

SEI US Managed Volatility A (SIMT) Fund (SVOAX) Weakness What we are cautious about SEI US Managed Volatility A (SIMT) (SVOAX) Fund

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

  • SEI US Managed Volatility A (SIMT) Fund (SVOAX) management has been with SEI US Managed Volatility A (SIMT) Fund for only 2.9 years, it is hard to judge manager's ability based on this fund's operation record
  • SEI US Managed Volatility A (SIMT) Fund (SVOAX) has an annual stock turnover rate of 58.00% that is higher than the Large Value average of 44.24%. This could mean SEI US Managed Volatility A (SIMT) is more nimble, but also signal potential high tax impact and high trading fees
See SEI US Managed Volatility A (SIMT) Fund (SVOAX) performance details as of May 30, 2016

 

What do you think?

 

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

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
SEI US Managed Volatility A (SIMT)5.093.0911.7411.94
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare SEI US Managed Volatility A (SIMT) Fund (SVOAX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of SEI US Managed Volatility A (SIMT) Fund (SVOAX) Net Asset TrackingSEI US Managed Volatility A (SIMT) (SVOAX) Fund Net Asset

Track net asset change of SEI US Managed Volatility A (SIMT) fund (SVOAX)

DateNet Asset
05/2016$1.54B
03/2016$1.49B
02/2016$1.40B
More historic net asset information on SEI US Managed Volatility A (SIMT) Fund (SVOAX)

  

Graph of SEI US Managed Volatility A (SIMT) Fund (SVOAX) Portfolio TrackingSEI US Managed Volatility A (SIMT) (SVOAX) Fund Portfolio Allocation

Track portfolio allocation change of SEI US Managed Volatility A (SIMT) fund (SVOAX)

DateCashStockBondOther
05/20163.8%96.2%0%0%
02/20163.69%95.09%0%1.22%
01/20164.61%94.23%0%1.16%
Click here to see more historic asset allocation information on SEI US Managed Volatility A (SIMT) Fund (SVOAX)

 

graph of SEI US Managed Volatility A (SIMT) Fund (SVOAX) Top 10 Position TrackingTop 10 Holdings in SEI US Managed Volatility A (SIMT) (SVOAX) Fund

Discover what SEI US Managed Volatility A (SIMT) Fund (SVOAX) manager is buying

May 30, 2016
S&P 500 June16 [2.6%]
Johnson & Johnson Common Stock [2.17%]
AT&T Inc. [2.1%]
Verizon Communications Inc. Com [1.8%]
Amdocs Limited [1.52%]
Altria Group, Inc. [1.37%]
Dr Pepper Snapple Group, Inc Dr [1.32%]
Wal-Mart Stores, Inc. Common St [1.29%]
Pfizer, Inc. Common Stock [1.21%]
Everest Re Group, Ltd. Common S [1.11%]

Feb 28, 2016
Johnson & Johnson Common Stock [2.18%]
AT&T Inc. [2.05%]
Verizon Communications Inc. Com [1.84%]
S&P 500 [1.64%]
Amdocs Limited [1.47%]
Altria Group, Inc. [1.43%]
Kroger Company (The) Common Sto [1.35%]
Dr Pepper Snapple Group, Inc Dr [1.31%]
Everest Re Group, Ltd. Common S [1.27%]
Kimberly-Clark Corporation Comm [1.06%]

Jan 30, 2016
AT&T Inc. [2.11%]
Johnson & Johnson Common Stock [2%]
Verizon Communications Inc. Com [1.97%]
S&P 500 [1.65%]
Altria Group, Inc. [1.51%]
Dr Pepper Snapple Group, Inc Dr [1.39%]
Kroger Company (The) Common Sto [1.29%]
Amdocs Limited [1.27%]
Everest Re Group, Ltd. Common S [1.23%]
Pepsico, Inc. Common Stock [1.13%]
Click here for Stock Holding Change Map in SEI US Managed Volatility A (SIMT) Fund (SVOAX)

  

Latest News on SEI US Managed Volatility A (SIMT) (SVOAX) Fund

See what is happening with SEI US Managed Volatility A (SIMT) Fund (SVOAX)

    No recent news

 

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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