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

This fund primarily allocates its assets to a diverse range of U.S.-based companies, spanning all market capitalization sizes. Its portfolio typically includes common and preferred stocks, warrants, and exchange-traded funds (ETFs). A smaller portion of the investments may also be directed towards American Depositary Receipts (ADRs), Real Estate Investment Trusts (REITs), and securities issued by non-U.S. entities.

Market snapshot

Symbol
STVYX
Price
$15.34
Day change
-0.78%
Market cap
$567.4M
52-week range
15.01-18.82
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Applied Finance Select Fund Investor Class (AFVLX)
  • Allspring Precious Metals Fund Class A (EKWAX)
  • Mairs & Power Balanced Fund Investor Class (MAPOX)
  • BlackRock Advantage Large Cap Value Fund - Class A (MDLVX)
  • SEI Institutional Managed Trust U.S. Managed Volatility Fund Class I (SEVIX)
  • Global Managed Volatility Fund Class Y (SGLYX)
  • SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund (STMPX)
  • SEI Institutional Managed Trust U.S. Managed Volatility Fund (SUSYX)

Open SEI Institutional Managed Trust Tax-Managed Managed Volatility Fund (STVYX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.