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  •  Dow Down 1.13% Nasdaq Down 0.93%

    SEI Global Managed Volatility A (SIMT) (SVTAX)

    10.94 Down 0.05(0.45%) Jan 28
    Prev Close:10.99
    YTD Return*:13.55%
    Net Assets*:1.90B
    Yield*:4.98%

    * As of 31-Dec-14

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    ยป More Headlines for SVTAX

    Top Holdings

    Symbol% AssetsYTD Return %
    S&P 500 Index Future Mar152.82-0.71
    PG1.42-0.33
    CLX1.380.83
    T1.320.26
    ETR.L1.220.00

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.9B
    Category:World Stock
    Annual Report Expense Ratio (net):1.11%

    Performance & Risk

    YTD Return:13.55%
    5y Avg Return:11.15%
    Rank in Category (ytd):4
    % Rank in Category (ytd):0.35%
    Beta (3y):0.33
    Morningstar Risk Rating:1

    Fund Summary

    The investment seeks capital appreciation with less volatility than the broad global equity markets. The Global Managed Volatility fund will typically invest in securities of U.S. and foreign companies of all capitalization ranges. These securities may include common stocks, preferred stocks, warrants, depositary receipts and exchange-traded funds (ETFs). The fund also may use futures contracts and forward contracts. It will invest in at least three countries outside of the U.S., but will typically invest much more broadly. It is expected that at least 40% of the fund's assets will be invested in non-U.S. securities. View More
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