STVYX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

SEI Tax-Managed Mgd Volatility Y (SIMT) (STVYX) Ownership - Who owns SEI Tax-Managed Mgd Volatility Y (SIMT)?

The investment seeks to maximize after-tax returns, but with a lower level of volatility than the broad U... Show more

Category: #Large Value

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Domestic Stock Funds

Fundamentals

STVYX

Net Assets

687M

Fund Existence

almost 10 years

Turnover

24.00

Total Expense Ratio

0.88

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

100000

Min. Initial Investment IRA

N/A

Morningstar Category

Large Value

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.88

Assets in Top Ten Holdings

246M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

94.4M

Fund Type

OpenEnd

Index Fund

Management Fee

0.55

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

173.00

Number of Net Holdings

174.00

Number of Short Holdings

1.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

18.81%

Gain YTD

-0.650

Annual Yield % from dividends

1.01

Returns for 1 year

-10.41

Returns for 3 years

-15.56

Returns for 5 years

16.87

Returns for 10 years

N/A

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General Information

Category LargeValue

Profile

Fundamentals

Details