SEI Institutional Managed Trust - U.S. Managed Volatility Fund (SVOAX) Research
This fund aims to grow investor capital, but with a more stable performance compared to the broader U.S. stock market. It primarily allocates its assets to U.S. corporations, ensuring that at least 80% of its total holdings (including any borrowed funds for investment) are invested in securities from American companies of any size. These domestic investments can encompass common shares, preferred shares, exchange-traded funds (ETFs), and warrants. A smaller portion of the portfolio may also be directed toward American Depositary Receipts (ADRs), real estate investment trusts (REITs), and the securities of companies based outside the United States.
Market snapshot
- Symbol
- SVOAX
- Price
- $13.29
- Day change
- -0.52%
- Market cap
- $488.6M
- 52-week range
- 12.98-15.25
- 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 U.S. Managed Volatility Fund Class I (SEVIX)
- SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund (STMPX)
- SEI Institutional Managed Trust Tax-Managed Managed Volatility Fund (STVYX)
Open SEI Institutional Managed Trust - U.S. Managed Volatility Fund (SVOAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.