SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I (SEVIX) Research

This fund is mandated to allocate at least 80% of its net assets, including any capital acquired through borrowing for investment purposes, to securities issued by U.S.-domiciled companies spanning all market capitalizations. These primary investments may take the form of common stocks, preferred stocks, exchange-traded funds (ETFs), and warrants. A lesser portion of the portfolio may also be invested in American Depositary Receipts (ADRs), real estate investment trusts (REITs), and equity instruments from non-U.S. companies.

Market snapshot

Symbol
SEVIX
Price
$14.75
Day change
-0.34%
Market cap
$518.9M
52-week range
14.48-15.22
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Non-U.S. Intrinsic Value Fund Investor Class (ANTUX)
  • Integrity Dividend Harvest Fund Class A (IDIVX)
  • Leuthold Core Investment Fund Class Institutional (LCRIX)
  • Virtus NFJ Mid Cap Value Fund Class A (PQNAX)
  • Virtus NFJ Mid Cap Value Fund Institutional Class (PRNIX)
  • SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund (STMPX)
  • SEI Institutional Managed Trust Tax-Managed Managed Volatility Fund (STVYX)
  • SEI Institutional Managed Trust U.S. Managed Volatility Fund (SUSYX)

Open SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I (SEVIX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.