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Mutual Fund Insights: SEI Instl Mgd Global Mgd Volatility A Fund (SVTAX)

In-depth Analysis of SEI Instl Mgd Global Mgd Volatility A Fund (SVTAX)

Mutual fund chart: SEI Instl Mgd Global Mgd Volatility A Fund (SVTAX)

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See SEI Instl Mgd Global Mgd Volatility A Fund (SVTAX) performance details as of February 28, 2010

  

    Last Trade: $8.22 on 3/19/2010, Change: +0.02 (0.24%)

  

Fund Manager - Raymond F. Mui

Fund Manager Tenure: 3.7 years
Fundmojo Fund Grade: D (Score: 0.42)     (What does this score mean?)
Raymond F. Mui, Senior Vice President and Portfolio Manager, specializes in the development of investment strategies for the developed and emerging equity markets. Mr. Raymond F. Mui joined Acadian in 1991. Raymond F. Mui is responsible for the development of investment strategies for both the developed and emerging equity markets. Prior to joining Acadian, Raymond served a member of the senior technical staff at Hughes Aircraft.  Get more insights on Raymond F. Mui

  

What we like about SEI Instl Mgd Global Mgd Volatility A Fund (SVTAX) What we like about SEI Instl Mgd Global Mgd Volatility A Fund (SVTAX)

Data for SEI Instl Mgd Global Mgd Volatility A Fund (SVTAX) as of February 28, 2010

  • SEI Instl Mgd Global Mgd Volatility A Fund (SVTAX) management has been with SEI Instl Mgd Global Mgd Volatility A Fund for 3.7 years
  • SEI Instl Mgd Global Mgd Volatility A Fund (SVTAX) has good mid-term performance (3-year return -9.06% vs -5.50 % World Stock category average)
  • SEI Instl Mgd Global Mgd Volatility A Fund (SVTAX) is less volatile than its peers as it has a 3-year Standard Deviation of 12.92, lower than category average of 23.02
  • SEI Instl Mgd Global Mgd Volatility A Fund (SVTAX) has a lower management fee than its World Stock average: 1.13% vs 1.53%
  • SEI Instl Mgd Global Mgd Volatility A Fund (SVTAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

  

What we are cautious about SEI Instl Mgd Global Mgd Volatility A Fund (SVTAX) What we are cautious about SEI Instl Mgd Global Mgd Volatility A Fund (SVTAX)

Data for SEI Instl Mgd Global Mgd Volatility A Fund (SVTAX) as of February 28, 2010

  • SEI Instl Mgd Global Mgd Volatility A Fund (SVTAX) has a less-than-ideal short-term performance (1-year return 19.24% vs 55.76 % World Stock category average)
  • SEI Instl Mgd Global Mgd Volatility A Fund (SVTAX) ratio of up-years vs down years can be improved
  • SEI Instl Mgd Global Mgd Volatility A Fund (SVTAX) has a Morningstar rating of 3 and below
  • SEI Instl Mgd Global Mgd Volatility A Fund (SVTAX) is less safe compared to its World Stock peers
  • SEI Instl Mgd Global Mgd Volatility A Fund (SVTAX) has an annual stock turnover rate of 155.00% that is higher than the World Stock average of 107.12%. This could mean SEI Instl Mgd Global Mgd Volatility A is more nimble, but also signal potential high tax impact and high trading fees
  • SEI Instl Mgd Global Mgd Volatility A Fund (SVTAX) does not have a good risk adjusted return as its 3-year Alpha of -7.01 is worse than category average of 1.85, and its 3-year Sharpe ratio is -0.81
See SEI Instl Mgd Global Mgd Volatility A Fund (SVTAX) performance details as of February 28, 2010

  

  

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SEI Instl Mgd Global Mgd Volatility A Fund (SVTAX) Net Asset

Track net asset change of SEI Instl Mgd Global Mgd Volatility A fund (SVTAX)

DateNet Asset
02/2010$244.59M
01/2010$236.02M
11/2009$231.38M
More historic net asset information on SEI Instl Mgd Global Mgd Volatility A Fund (SVTAX)

  

SEI Instl Mgd Global Mgd Volatility A Fund (SVTAX) Portfolio Allocation

Track portfolio allocation change of SEI Instl Mgd Global Mgd Volatility A fund (SVTAX)

DateCashStockBondOther
09/20093.96%93.88%0%2.16%
06/20094.52%93.47%0%2.02%
04/20099.64%145.85%0%2.37%
Click here to see more historic asset allocation information on SEI Instl Mgd Global Mgd Volatility A Fund (SVTAX)

  

Most Recent Top 10 Holdings in SEI Instl Mgd Global Mgd Volatility A Fund (SVTAX)

Discover what SEI Instl Mgd Global Mgd Volatility A Fund (SVTAX) manager is buying

30-Sep-09
SEI Daily Income Prime Obligation A [2.74%]
Bard C R [1.54%]
WAL MART STORES [1.51%]
Novo Nordisk A/S [1.47%]
GEN MILLS INC [1.28%]
Reckitt Benck Grp [1.26%]
Alimentation Couche-Tard Inc. Subordinate Voting S [1.25%]
CLP Holdings Limited [1.25%]
S&P 500 FUTURE Dec09 [1.2%]
Telstra Corporation Limited [1.19%]

30-Jun-09
SEI Daily Income Prime Obligation A [2.82%]
CAMPBELL SOUP CO [1.42%]
Reckitt Benck Grp [1.31%]
S&P 500 FUTURE Sep09 [1.28%]
Novo Nordisk A/S [1.25%]
GEN MILLS INC [1.23%]
CLP Holdings Limited [1.15%]
MOBISTAR SA [1.14%]
COLRUYT SA [1.12%]
Bard C R [1.1%]

30-Apr-09
SEI Daily Income Prime Obligation A [7.57%]
S&P 500 FUTURE Jun09 [3.21%]
DJ EURO STOXX 50 JUN09 [1.25%]
Keihin Electric Express Railway [1.14%]
COLRUYT SA [1.14%]
GEN MILLS INC [1.12%]
WAL MART STORES [1.09%]
Novo Nordisk A/S [1.06%]
MOBISTAR SA [1.05%]
Shikoku Electric Power [1.04%]
Click here for Stock Holding Change Map in SEI Instl Mgd Global Mgd Volatility A Fund (SVTAX)

  

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