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SEI US Managed Volatility A (SIMT) (SVOAX)

15.19 Up 0.20(1.33%) Feb 12

Profile as of Jan 30, 2016Get Profile for:
SEI US Managed Volatility A (SIMT)
SEI Institutional Managed Trust2 OLIVER STBOSTON MA 02109
Map
Phone: 800-342-5734
Fund Overview 
Category:Large Value
Fund Family:SEI
Net Assets:1.44B
Year-to-Date Return:-1.90%
Yield:1.51%
Morningstar Rating:5 stars
Fund Inception Date:Oct 28, 2004
Morningstar Style Box 
Large Value
[View Category Definition]
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About the Morningstar Style Box
Management Information 
Greg Sleight
Lead Manager since Oct 14, 2014
Greg Sleight is a Partner, Portfolio Manager and Quantitative Analyst of LSV. At LSV, Mr. Sleight is part of our quantitative and implementation team, which is responsible for the day-to-day data management, portfolio implementation and ongoing enhancement of our models and systems. Mr. Sleight received a B.S. in Material Science & Engineering from the University of Illinois in 2000 and an M.B.A. in Econometrics, Economics & Analytic Finance from the University of Chicago in 2006.
Investment Information 
Min Initial Investment:100,000
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:N/A
Min Subsequent Investment:1,000
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
SVOAX can be purchased from 41 brokerages.

Fund Summary 
The investment seeks capital appreciation with less volatility than the broad U.S. equity markets. The fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities of U.S. companies of all capitalization ranges. These securities may include common stocks, preferred stocks, exchange-traded funds (ETFs) and warrants. It may also, to a lesser extent, invest in American depositary receipts (ADRs), real estate investment trusts (REITs) and securities of non-U.S. companies.

Fund Operations 
Last Dividend : 0.00
Last Cap Gain (Dec 9, 2015) : 0.00
Annual Holdings Turnover (Feb 10, 2016) : 58.00%
Average for Category:43.57%
Fees & Expenses 
ExpenseSVOAXCategory Avg
Annual Report Expense Ratio (net):1.00%1.11%
Prospectus Net Expense Ratio:1.00%N/A
Prospectus Gross Expense Ratio:1.23%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.41%
Max Deferred Sales Load: N/A2.05%
3 Yr Expense Projection*:390523
5 Yr Expense Projection*:676788
10 Yr Expense Projection*:1,4891,588
* Per $10,000 invested