- What does STVYX invest in?
- 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.
- What is the expense ratio of STVYX?
- SEI Institutional Managed Trust Tax-Managed Managed Volatility Fund (STVYX) charges an expense ratio of 0.89%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is STVYX?
- SEI Institutional Managed Trust Tax-Managed Managed Volatility Fund (STVYX) manages $551.4M 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 STVYX actively managed or an index fund?
- STVYX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was STVYX launched?
- SEI Institutional Managed Trust Tax-Managed Managed Volatility Fund (STVYX) launched in April 2015 and is managed by the fund issuer.
- How has STVYX performed?
- STVYX'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.
