Nasdaq - Delayed Quote USD

SEI Global Managed Volatility F (SIMT) (SVTAX)

10.56
-0.11
(-1.03%)
As of 8:07:15 AM EDT. Market Open.
Loading Chart for SVTAX
  • Previous Close 10.67
  • YTD Return 5.55%
  • Expense Ratio 1.11%
  • Category World Large-Stock Value
  • Last Cap Gain 18.00
  • Morningstar Rating
  • Morningstar Risk Rating Below Average
  • Sustainability Rating
  • Net Assets 788.43M
  • Beta (5Y Monthly) 0.61
  • Yield 1.63%
  • 5y Average Return --
  • Holdings Turnover 85.00%
  • Last Dividend 0.19
  • Inception Date Jun 29, 2007

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 Value

Fund Category

788.43M

Net Assets

2007-06-29

Inception Date

Performance Overview: SVTAX

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Trailing returns as of 4/2/2025. Category is World Large-Stock Value.

YTD Return

SVTAX
5.55%
Category
14.38%
 

1-Year Return

SVTAX
12.57%
Category
39.50%
 

3-Year Return

SVTAX
6.69%
Category
9.11%
 

5-Year Return

SVTAX
11.01%
Category
10.10%
 

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Holdings: SVTAX

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Sector Weightings

SectorSVTAX
Technology   22.58%
Healthcare   15.50%
Industrials   10.61%
Utilities   2.78%
Energy   2.52%
Real Estate   0.86%

Recent News: SVTAX

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Research Reports: SVTAX

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