SEI Global Managed Volatility A (SIMT) (SVTAX)
* As of 31-Dec-14
Quotes delayed, except where indicated otherwise. Currency in USD.
|Symbol||% Assets||YTD Return %|
|S&P 500 Index Future Mar15||2.82||-0.71|
|Morningstar Overall Rating:|
|Annual Report Expense Ratio (net):||1.11%|
Performance & Risk
|5y Avg Return:||11.15%|
|Rank in Category (ytd):||4|
|% Rank in Category (ytd):||0.35%|
|Morningstar Risk Rating:||1|
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