Nasdaq - Delayed Quote USD

SEI Institutional Managed Trust Tax-Managed Managed Volatility Fund (STVYX)

17.71
+0.26
+(1.49%)
At close: 8:02:14 PM EDT

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Cetera Advisors LLC
  • Cetera Advisor Networks LLC
  • Comerica Bank
  • Mid Atlantic Capital Corp
  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Schwab Institutional
  • Shareholders Services Group
  • JPMorgan
  • TD Ameritrade Trust Company
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Ameriprise Brokerage
  • Cetera Advisors LLC- PAM, PRIME, Premier
  • Cetera Advisor Networks LLC- PAM, PRIME, Premier
  • RBC Wealth Management-Advisory Eligible
  • Schwab Institutional Only
  • Raymond James
  • Raymond James WRAP Eligible
  • Bear Stearns No-Load Transaction Fee
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • DailyAccess Corporation FRIAG
  • Scottrade TF
  • Fidelity Advisor 401(k) I Shares
  • Morgan Stanley Consulting Group Advisor
  • Trade PMR Transaction Fee
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • Securities America Advisors
  • Bear Stearns
  • JP MORGAN NO-LOAD NTF
  • JP MORGAN LOAD
  • JP MORGAN NO-LOAD TRANSACTION FEE
  • MSWM Brokerage
  • RBC Wealth Management-Wrap Eligible
  • Waddell & Reed Choice MAP Flex
  • Securities America Inc.
  • Vanguard TF
  • Morgan Stanley Portfolio Management
  • DailyAccess Corporation Matrix
  • Cetera Financial Specialists LLC- Premier
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Thrivent – Retail Eligible
  • Avantax
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

The fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities of U.S. companies of all capitalization ranges. These securities may include common stocks, preferred stocks, ETFs and warrants. It may also, to a lesser extent, invest in American Depositary Receipts (ADRs), real estate investment trusts (REITs) and securities of non-U.S. companies.

Fund Overview

Category Large Value
Fund Family SEI
Net Assets 697.27M
YTD Return 3.43%
Yield 1.10%
Morningstar Rating
Inception Date Dec 20, 2007

Performance & Risk

YTD Return 3.08%
5y Average Return 13.44%
Rank in Category (ytd) 5
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.61
Morningstar Risk Rating

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