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SEI US Managed Volatility F (SIMT) (SVOAX)

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SEI US Managed Volatility F (SIMT)

SEI Institutional Managed Trust2 OLIVER STBOSTON MA 02109
Management Information
Greg Sleight,Lead Manager since October 13, 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.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryLarge Value
Fund FamilySEI
Net Assets1.65B
YTD Return5.98%
Morningstar Rating★★★★★
Inception DateOct 27, 2004

Fund Operations

Last Dividend0.06
Last Cap Gain0.00
Holdings Turnover43.00%
Average for CategoryN/A

Fees & Expenses

ExpenseSVOAXCategory Average
Annual Report Expense Ratio (net)1.02%1.06%
Prospectus Net Expense Ratio1.02%N/A
Prospectus Gross Expense Ratio1.25%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.25%
Max Deferred Sales LoadN/A1.88%
3 Yr Expense Projection390N/A
5 Yr Expense Projection676N/A
10 Yr Expense Projection1,489N/A