- 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) is one share class of a fund that manages $460.8M across all of its share classes (SUSYX reports the same total). Our data does not carry the assets of this share class alone. 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 is actively managed: the manager selects holdings rather than tracking an index. Active funds typically charge higher expense ratios than index funds (SVOAX's is 1.14%) in exchange for the discretion to over- or under-weight positions.
- When was SVOAX launched?
- SEI Institutional Managed Trust - U.S. Managed Volatility Fund (SVOAX) launched in October 2004 and is managed by SEI.
- 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.
