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SEI Global Managed Volatility A (SIMT) (SVTAX) Fund Ranking and Research

Ranking, Research and Recommendation of SEI Global Managed Volatility A (SIMT) (SVTAX) Fund

    Last Trade: $11.75 on 8/21/2017, Change: +0.02 (0.17%)

 

Graph of SEI Global Managed Volatility A (SIMT) Fund (SVTAX) ManagerFund Manager - Eugene Barbaneagra

Fund Manager Information

Fund Manager Tenure: 8.6 years
Fund Family: SEI
Fund Category: World Stock
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.92)     (What does this score mean?)

 

Graph of SEI Global Managed Volatility A (SIMT) Fund (SVTAX) ProfileSEI Global Managed Volatility A (SIMT) Fund (SVTAX) Profile

Fund Profile and Description

SEI Global Managed Volatility A (SIMT) Fund seeks Capital appreciation with less volatility than the broad global equity markets. SEI Global Managed Volatility A (SIMT) Fund typically invests in securities of U.S. and foreign companies of all capitalization ranges. It also may invest in futures, options on futures, swap agreements and engage in short sales. Normally the fund invests in at least three countries outside of the U.S., but will typically invest much more broadly. It invests at least 40% of assets in non-U.S. securities. SEI Global Managed Volatility A (SIMT) Fund invests primarily in companies located in developed countries, but may also invest in companies located in emerging markets.

 

SEI Global Managed Volatility A (SIMT) (SVTAX) Fund Strength What we like about SEI Global Managed Volatility A (SIMT) (SVTAX) Fund

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

  • SEI Global Managed Volatility A (SIMT) Fund (SVTAX) management has been with SEI Global Managed Volatility A (SIMT) Fund for 8.6 years
  • SEI Global Managed Volatility A (SIMT) Fund (SVTAX) has good short-term performance (1-year return 4.71% vs -5.49% World Stock category median performance)
  • SEI Global Managed Volatility A (SIMT) Fund (SVTAX) has good mid-term performance (3-year return 9.91% vs 5.54% World Stock category median performance)
  • SEI Global Managed Volatility A (SIMT) Fund (SVTAX) has good Long-term performance (5-year return 10.66% vs 5.54% World Stock category median performance)
  • SEI Global Managed Volatility A (SIMT) Fund (SVTAX) ratio of up-years vs down years is greater than 2
  • SEI Global Managed Volatility A (SIMT) Fund (SVTAX) has a Morningstar rating of 4 and above
  • SEI Global Managed Volatility A (SIMT) Fund (SVTAX) is less volatile than its peers as it has a 3-year Standard Deviation of 7.67, lower than category average of 12.23
  • SEI Global Managed Volatility A (SIMT) Fund (SVTAX) has a lower expense ratio than its World Stock average: 1.11% vs 1.28%
  • SEI Global Managed Volatility A (SIMT) Fund (SVTAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

SEI Global Managed Volatility A (SIMT) Fund (SVTAX) Weakness What we are cautious about SEI Global Managed Volatility A (SIMT) (SVTAX) Fund

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

  • SEI Global Managed Volatility A (SIMT) Fund (SVTAX) has an annual stock turnover rate of 52.00% that is higher than the World Stock average of 47.65%. This could mean SEI Global Managed Volatility A (SIMT) is more nimble, but also signal potential high tax impact and high trading fees
See SEI Global Managed Volatility A (SIMT) Fund (SVTAX) performance details as of May 30, 2016

 

What do you think?

 

Compare SEI Global Managed Volatility A (SIMT) Fund (SVTAX)Compare with other top World Stock category mutual funds

Aadditional top World Stock mutual funds for your consideration

FundYear to Date1 Year3 year5 year
SEI Global Managed Volatility A (SIMT)4.974.719.9110.66
Harbor Global Growth Instl (HGGAX)0.19-2.668.678.45Compare
VY Morgan Stanley Global Franchise A (IGFAX)5.175.327.528.58Compare
Columbia Select Global Equity A (IGLGX)2.741.016.585.54Compare

See top fund managers for World Stock Category Funds

 

Compare SEI Global Managed Volatility A (SIMT) Fund (SVTAX)Compare with World Stock category ETFs

Some World Stock ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares MSCI All Country World Mini Vol (ACWV)6.45%4.47%9.19%
First Trust Dow Jones Global Sel Div ETF (FGD)000
SPDR Global Dow ETF (DGT)0.96%-7.06%4.45%
WisdomTree Global Equity Income ETF (DEW)5.57%-5.89%1.79%
iShares MSCI ACWI (ACWI)2.11%-5.39%5.46%

 

Graph of SEI Global Managed Volatility A (SIMT) Fund (SVTAX) Net Asset TrackingSEI Global Managed Volatility A (SIMT) (SVTAX) Fund Net Asset

Track net asset change of SEI Global Managed Volatility A (SIMT) fund (SVTAX)

DateNet Asset
05/2016$1.64B
03/2016$1.72B
02/2016$1.64B
More historic net asset information on SEI Global Managed Volatility A (SIMT) Fund (SVTAX)

  

Graph of SEI Global Managed Volatility A (SIMT) Fund (SVTAX) Portfolio TrackingSEI Global Managed Volatility A (SIMT) (SVTAX) Fund Portfolio Allocation

Track portfolio allocation change of SEI Global Managed Volatility A (SIMT) fund (SVTAX)

DateCashStockBondOther
05/20169.6%88.52%0%1.85%
02/20165.45%93.62%0%0.92%
01/20165.34%93.88%0%0.77%
Click here to see more historic asset allocation information on SEI Global Managed Volatility A (SIMT) Fund (SVTAX)

 

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

Discover what SEI Global Managed Volatility A (SIMT) Fund (SVTAX) manager is buying

May 30, 2016
S&P 500 June16 [2.58%]
Clorox Company (The) Common Sto [1.31%]
Sysco Corporation Common Stock [1.24%]
General Mills, Inc. Common Stoc [1.13%]
AT&T Inc [1.11%]
Imperial Brands PLC [1.09%]
CLP Holdings Ltd [1.07%]
Rogers Communication, Inc. Comm [0.96%]
Procter & Gamble Co [0.95%]
SSE PLC [0.94%]

Feb 28, 2016
S&P 500 [1.65%]
Clorox Company (The) Common Sto [1.38%]
Sysco Corp [1.37%]
IMPERIAL TOBACCO ORD [1.15%]
General Mills, Inc. Common Stoc [1.14%]
AutoZone, Inc. Common Stock [1.07%]
Allianz Asian Fund - T [1.06%]
CLP Holdings Ltd [1.05%]
NEXT GROUP PLC [1.04%]
AmerisourceBergen Corporation C [1.04%]

Jan 30, 2016
Clorox Company (The) Common Sto [1.47%]
S&P 500 [1.34%]
Sysco Corp [1.27%]
IMPERIAL TOBACCO ORD [1.23%]
General Mills Inc [1.1%]
NEXT GROUP PLC [1.09%]
AutoZone, Inc. Common Stock [1.09%]
Allianz Asian Fund - T [1.06%]
CLP HOLDINGS LTD-ORD [1.04%]
Click here for Stock Holding Change Map in SEI Global Managed Volatility A (SIMT) Fund (SVTAX)

  

Latest News on SEI Global Managed Volatility A (SIMT) (SVTAX) Fund

See what is happening with SEI Global Managed Volatility A (SIMT) Fund (SVTAX)

    No recent news

 

SEI Global Managed Volatility A (SIMT) Fund (SVTAX) Related ResourcesSee more information on SEI Global Managed Volatility A (SIMT) (SVTAX) Fund

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