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    SEI US Managed Volatility A (SIMT) (SVOAX)

    17.05 Up 0.15(0.89%) Jul 28

    Profile as of Jun 29, 2015Get 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:1.40B
    Year-to-Date Return:1.31%
    Yield:1.37%
    Morningstar Rating:4 stars
    Fund Inception Date:Oct 28, 2004
    Morningstar Style Box 
    Large Value
    [View Category Definition]
    View Top Large Value Funds
    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 39 brokerages.

    Fund Summary 
    The investment seeks capital appreciation with less volatility than the broad U.S. equity markets. The fund will typically invest in securities of U.S. companies of all capitalization ranges. These securities may include common stocks, preferred stocks, exchange-traded funds and warrants. It may also, to a lesser extent, invest in American depositary receipts and securities of non-U.S. companies. The fund uses a multi-manager approach, relying on a number of sub-advisers with differing investment philosophies to manage portions of the fund's portfolio under the general supervision of SEI Investments Management Corporation.

    Fund Operations 
    Last Dividend (Apr 29, 2014) : 0.06
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Jul 26, 2015) : N/A
    Average for Category:40.09%
    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:1.22%N/A
    Max 12b1 Fee:N/AN/A
    Max Front End Sales Load:N/A5.42%
    Max Deferred Sales Load: N/A2.13%
    3 Yr Expense Projection*:387519
    5 Yr Expense Projection*:670812
    10 Yr Expense Projection*:1,4771,631
    * Per $10,000 invested