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STVYX
Mutual Fund ticker: NASDAQ
AS OF
Mar 4 closing price
Price
$19.00
Change
+$0.03 (+0.16%)
Net Assets
817.38M

STVYX SEI Tax-Managed Mgd Volatility Y (SIMT) Forecast, Technical & Fundamental Analysis

Category LargeValue
A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Apple (NASDAQ:AAPL), Eli Lilly & Co (NYSE:LLY), Merck & Co (NYSE:MRK), Elevance Health (NYSE:ELV).

Industry description

The investment seeks to maximize after-tax returns, but with a lower level of volatility than the broad U.S. equity markets. The fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities of U.S. companies of all capitalization ranges. These securities may include common stocks, preferred stocks, ETFs and warrants. It may also, to a lesser extent, invest in American Depositary Receipts (ADRs), real estate investment trusts (REITs) and securities of non-U.S. companies.

Market Cap

The average market capitalization across the SEI Tax-Managed Mgd Volatility Y (SIMT) MF is 430.11B. The market cap for tickers in the group ranges from 55.75B to 3.09T. MSFT holds the highest valuation in this group at 3.09T. The lowest valued company is MSI at 55.75B.

Volume

The average weekly volume growth across all stocks in the SEI Tax-Managed Mgd Volatility Y (SIMT) MF was 57%. For the same stocks of the MF, the average monthly volume growth was 3% and the average quarterly volume growth was 37%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 52
P/E Growth Rating: 42
Price Growth Rating: 33
SMR Rating: 51
Profit Risk Rating: 20
Seasonality Score: 44 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category LargeValue

Profile
Fundamentals
Details
Category
Large Value
Address
SEI Institutional Managed Trust2 OLIVER STBoston
Phone
8003455734
Web
www.seic.com
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STVYX and

Correlation & Price change

A.I.dvisor indicates that over the last year, STVYX has been loosely correlated with FFMMX. These tickers have moved in lockstep 62% of the time. This A.I.-generated data suggests there is some statistical probability that if STVYX jumps, then FFMMX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To STVYX
1D Price
Change %
STVYX100%
+0.16%
FFMMX - STVYX
62%
Loosely correlated
+0.21%
FFFMX - STVYX
61%
Loosely correlated
+0.23%
VVIAX - STVYX
36%
Loosely correlated
+0.23%
VIVIX - STVYX
36%
Loosely correlated
+0.23%
VIVAX - STVYX
35%
Loosely correlated
+0.23%
More