- What does SUSYX invest in?
- This fund primarily directs at least 80% of its investable capital – encompassing its net assets and any funds borrowed for investment purposes – into the equities of U.S. corporations across all market capitalization tiers. These investments may consist of common stocks, preferred stocks, exchange-traded funds (ETFs), and warrants. A smaller portion of the portfolio may also be allocated to American Depositary Receipts (ADRs), real estate investment trusts (REITs), and the shares of companies based outside the United States.
- What is the expense ratio of SUSYX?
- SEI Institutional Managed Trust U.S. Managed Volatility Fund (SUSYX) charges an expense ratio of 0.89%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SUSYX?
- SEI Institutional Managed Trust U.S. Managed Volatility Fund (SUSYX) manages $469.3M 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 SUSYX actively managed or an index fund?
- SUSYX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was SUSYX launched?
- SEI Institutional Managed Trust U.S. Managed Volatility Fund (SUSYX) launched in December 2014 and is managed by the fund issuer.
- How has SUSYX performed?
- SUSYX'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.
