SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund Class Y

Frequently Asked Questions About SIMYX

What does SIMYX invest in?

An open-end mutual fund that seeks tax-sensitive long-term capital appreciation with reduced volatility compared to broader international equity markets. The fund invests at least 80% of its total assets in non-U.S. equity securities, with a primary focus on companies located in developed markets.

What is the expense ratio of SIMYX?

SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund Class Y (SIMYX) charges an expense ratio of 1.13%. This is the annual fee deducted from fund assets to cover management and operations.

How big is SIMYX?

SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund Class Y (SIMYX) manages $229.3M in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is SIMYX actively managed or an index fund?

SIMYX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was SIMYX launched?

SEI Institutional Managed Trust Tax-Managed International Managed Volatility Fund Class Y (SIMYX) launched in October 2016 and is managed by SEI.

How has SIMYX performed?

SIMYX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.