Nasdaq - Delayed Quote USD

SEI Global Managed Volatility F (SIMT) (SVTAX)

11.10 +0.04 (+0.36%)
At close: 8:05 AM EDT
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DELL
  • Previous Close 11.06
  • YTD Return 15.35%
  • Expense Ratio 1.11%
  • Category World Large-Stock Blend
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 845.91M
  • Beta (5Y Monthly) 0.63
  • Yield 1.45%
  • 5y Average Return --
  • Holdings Turnover 84.00%
  • Last Dividend 0.17
  • Inception Date Jul 27, 2006

The 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, exchange-traded funds (ETFs) and real estate investment trusts (REITs). It will invest in at least three countries outside of the U.S., but will typically invest much more broadly. The advisor expects that at least 40% of the fund's assets will be invested in non-U.S. securities.

SEI

Fund Family

World Large-Stock Blend

Fund Category

845.91M

Net Assets

2006-07-27

Inception Date

Performance Overview: SVTAX

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Trailing returns as of 10/28/2024. Category is World Large-Stock Blend.

YTD Return

SVTAX
15.35%
Category
12.08%
?

1-Year Return

SVTAX
22.27%
Category
38.01%
?

3-Year Return

SVTAX
7.61%
Category
12.74%
?

5-Year Return

SVTAX
6.41%
Category
12.82%
?

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Holdings: SVTAX

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Top 10 Holdings (14.84% of Total Assets)

SymbolCompany% Assets
KMB
Kimberly-Clark Corporation 1.77%
JNJ
Johnson & Johnson 1.66%
EA
Electronic Arts Inc. 1.66%
T
AT&T Inc. 1.58%
CHKP
Check Point Software Technologies Ltd. 1.38%
VZ
Verizon Communications Inc. 1.38%
NOVN.SW
Novartis AG 1.38%
WMT
Walmart Inc. 1.37%
AD.AS
Koninklijke Ahold Delhaize N.V. 1.34%
MSI
Motorola Solutions, Inc. 1.33%

Sector Weightings

Recent News: SVTAX

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Research Reports: SVTAX

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