SEI Institutional Managed Trust - U.S. Managed Volatility Fund

Frequently Asked Questions About SVOAX

What does SVOAX invest in?

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.

What is the expense ratio of SVOAX?

SEI Institutional Managed Trust - U.S. Managed Volatility Fund (SVOAX) charges an expense ratio of 1.14%. This is the annual fee deducted from fund assets to cover management and operations.

How big is SVOAX?

SEI Institutional Managed Trust - U.S. Managed Volatility Fund (SVOAX) 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 SVOAX actively managed or an index fund?

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

When was SVOAX launched?

SEI Institutional Managed Trust - U.S. Managed Volatility Fund (SVOAX) launched in October 2004 and is managed by the fund issuer.

How has SVOAX performed?

SVOAX'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.