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SEI US Managed Volatility A (SIMT) (SVOAX)

17.54 Up 0.07(0.40%) Jul 22

Profile as of Jun 29, 2014Get Profile for:
SEI US Managed Volatility A (SIMT)
SEI Institutional Managed Trust2 OLIVER STBOSTON,MA02109
Map
Phone: 800-342-5734
Fund Overview 
Category:Large Value
Fund Family:SEI
Net Assets:1.02B
Year-to-Date Return:8.59%
Yield:1.27%
Morningstar Rating:4 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 
Puneet Brian Mansharamani
Lead Manager since Dec 3, 2010
Puneet Mansharamani, CFA, is a Partner, Portfolio Manager and Quantitative Analyst of LSV. Mr. Mansharamani has more than 14 years of investment experience. At LSV, Mr. Mansharamani 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. Prior to joining LSV, Mr. Mansharamani was an Analyst at Institutional Trust National City Corporation. His responsibilities included project management, systems development and designing financial and analytical applications for the Worldwide Web. Prior to this experience, Mr. Mansharamani was a Systems Consultant for Maximations, Inc. where he was responsible for systems development and programming Mainframe and databases used to calculate revenue streams as well as executive reporting. Mr. Mansharamani was also a Systems Analyst for Case Western Reserve University. Mr. Mansharamani earned a B.S. in Engineering from Delhi University, Delhi College of Engineering in 1995 and an M.S. in Engineering at Case Western Reserve University, Case School of Engineering (2001).
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 37 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) : 0.07
Last Cap Gain : 0.00
Annual Holdings Turnover (Jul 21, 2014) : 39.00%
Average for Category:36.95%
Fees & Expenses 
ExpenseSVOAXCategory Avg
Annual Report Expense Ratio (net):1.00%1.13%
Prospectus Net Expense Ratio:1.00%N/A
Prospectus Gross Expense Ratio:1.27%N/A
Max 12b1 Fee:N/AN/A
Max Front End Sales Load:N/A5.38%
Max Deferred Sales Load: N/A2.34%
3 Yr Expense Projection*:403526
5 Yr Expense Projection*:697804
10 Yr Expense Projection*:1,5341,623
* Per $10,000 invested