Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | SVYAX Insights | SVYAX Score | SVYAX Performance | SVYAX News | SVYAX Allocation | SVYAX Holdings Change

SEI US Managed Volatility A (SIIT) (SVYAX) Fund Ranking and Research

Ranking, Research and Recommendation of SEI US Managed Volatility A (SIIT) (SVYAX) Fund

    Last Trade: $14.59 on 3/24/2017, Change: -0.02 (-0.14%)

 

Graph of SEI US Managed Volatility A (SIIT) Fund (SVYAX) ManagerFund Manager - Dennis Bein

Fund Manager Information

Fund Manager Tenure: 8.2 years
Fund Family: SEI
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.88)     (What does this score mean?)

 

 

SEI US Managed Volatility A (SIIT) (SVYAX) Fund Strength What we like about SEI US Managed Volatility A (SIIT) (SVYAX) Fund

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

  • SEI US Managed Volatility A (SIIT) Fund (SVYAX) management has been with SEI US Managed Volatility A (SIIT) Fund for 8.2 years
  • SEI US Managed Volatility A (SIIT) Fund (SVYAX) has good short-term performance (1-year return 3.71% vs -2.36% Large Value category median performance)
  • SEI US Managed Volatility A (SIIT) Fund (SVYAX) has good mid-term performance (3-year return 12.58% vs 7.81% Large Value category median performance)
  • SEI US Managed Volatility A (SIIT) Fund (SVYAX) has good Long-term performance (5-year return 12.70% vs 9.15% Large Value category median performance)
  • SEI US Managed Volatility A (SIIT) Fund (SVYAX) ratio of up-years vs down years is greater than 2
  • SEI US Managed Volatility A (SIIT) Fund (SVYAX) has a Morningstar rating of 4 and above
  • SEI US Managed Volatility A (SIIT) Fund (SVYAX) is less volatile than its peers as it has a 3-year Standard Deviation of 9.09, lower than category average of 11.7
  • SEI US Managed Volatility A (SIIT) Fund (SVYAX) has a lower expense ratio than its Large Value average: 0.24% vs 1.10%
  • SEI US Managed Volatility A (SIIT) Fund (SVYAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

SEI US Managed Volatility A (SIIT) Fund (SVYAX) Weakness What we are cautious about SEI US Managed Volatility A (SIIT) (SVYAX) Fund

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

  • SEI US Managed Volatility A (SIIT) Fund (SVYAX) 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 (SIIT) is more nimble, but also signal potential high tax impact and high trading fees
See SEI US Managed Volatility A (SIIT) Fund (SVYAX) performance details as of May 30, 2016

 

What do you think?

 

Compare SEI US Managed Volatility A (SIIT) Fund (SVYAX)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 (SIIT)5.753.7112.5812.70
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 (SIIT) Fund (SVYAX)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 (SIIT) Fund (SVYAX) Net Asset TrackingSEI US Managed Volatility A (SIIT) (SVYAX) Fund Net Asset

Track net asset change of SEI US Managed Volatility A (SIIT) fund (SVYAX)

DateNet Asset
05/2016$1.56B
03/2016$1.76B
02/2016$1.72B
More historic net asset information on SEI US Managed Volatility A (SIIT) Fund (SVYAX)

  

Graph of SEI US Managed Volatility A (SIIT) Fund (SVYAX) Portfolio TrackingSEI US Managed Volatility A (SIIT) (SVYAX) Fund Portfolio Allocation

Track portfolio allocation change of SEI US Managed Volatility A (SIIT) fund (SVYAX)

DateCashStockBondOther
05/20160.73%96.39%0%2.88%
02/20162.06%95.4%0%2.54%
01/20162.77%94.79%0%2.44%
Click here to see more historic asset allocation information on SEI US Managed Volatility A (SIIT) Fund (SVYAX)

 

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

Discover what SEI US Managed Volatility A (SIIT) Fund (SVYAX) manager is buying

May 30, 2016
Johnson & Johnson Common Stock [2.41%]
Verizon Communications Inc. Com [2.23%]
AT&T Inc. [1.87%]
Merck & Company, Inc. Common St [1.66%]
Altria Group, Inc. [1.6%]
Pfizer, Inc. Common Stock [1.56%]
Wal-Mart Stores, Inc. Common St [1.55%]
Amdocs Limited [1.53%]
The Travelers Companies, Inc. C [1.4%]
Edison International Common Sto [1.26%]

Feb 28, 2016
Johnson & Johnson Common Stock [2.22%]
Verizon Communications Inc. Com [2.15%]
S&P 500 [1.84%]
AT&T Inc. [1.7%]
Altria Group, Inc. [1.58%]
Amdocs Limited [1.53%]
Everest Re Group, Ltd. Common S [1.38%]
Kroger Company (The) Common Sto [1.32%]
The Travelers Companies, Inc. C [1.24%]
Wal-Mart Stores, Inc. Common St [1.17%]

Jan 30, 2016
Johnson & Johnson Common Stock [2.2%]
Verizon Communications Inc. Com [2.05%]
AT&T Inc. [1.83%]
S&P 500 [1.63%]
Everest Re Group, Ltd. Common S [1.47%]
Amdocs Limited [1.47%]
Altria Group, Inc. [1.43%]
Kroger Company (The) Common Sto [1.28%]
Pfizer, Inc. Common Stock [1.27%]
Dr Pepper Snapple Group, Inc Dr [1.26%]
Click here for Stock Holding Change Map in SEI US Managed Volatility A (SIIT) Fund (SVYAX)

  

Latest News on SEI US Managed Volatility A (SIIT) (SVYAX) Fund

See what is happening with SEI US Managed Volatility A (SIIT) Fund (SVYAX)

 

SEI US Managed Volatility A (SIIT) Fund (SVYAX) Related ResourcesSee more information on SEI US Managed Volatility A (SIIT) (SVYAX) Fund

Popular pages on SEI US Managed Volatility A (SIIT) (SVYAX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update