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SVTAX SEI Global Managed Volatility F (SIMT) Forecast, Technical & Fundamental Analysis

A.I.Advisor
published Highlights

Notable companies

The most notable companies in this group are Microsoft Corp (NASDAQ:MSFT), Walmart (NYSE:WMT), Procter & Gamble Company (NYSE:PG), International Business Machines Corp (NYSE:IBM), Colgate-Palmolive Company (NYSE:CL), Electronic Arts (NASDAQ:EA).

Industry description

The investment seeks capital appreciation with less volatility than the broad global equity markets. The fund will typically invest in securities of U.S. and foreign companies of all capitalization ranges. These securities may include common stocks, preferred stocks, warrants, depositary receipts, exchange-traded funds (ETFs) and real estate investment trusts (REITs). It will invest in at least three countries outside of the U.S., but will typically invest much more broadly. The advisor expects that at least 40% of the fund's assets will be invested in non-U.S. securities.

Market Cap

The average market capitalization across the SEI Global Managed Volatility F (SIMT) MF is 632.71B. The market cap for tickers in the group ranges from 3.51M to 3.15T. MSFT holds the highest valuation in this group at 3.15T. The lowest valued company is NOVN at 3.51M.

Volume

The average weekly volume growth across all stocks in the SEI Global Managed Volatility F (SIMT) MF was 46%. For the same stocks of the MF, the average monthly volume growth was 20% and the average quarterly volume growth was 9%

Fundamental Analysis Ratings

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

Valuation Rating: 55
P/E Growth Rating: 72
Price Growth Rating: 31
SMR Rating: 27
Profit Risk Rating: 17
Seasonality Score: 1 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category ForeignLargeBlend

Profile
Fundamentals
Details
Category
Global Large-Stock Blend
Address
SEI Institutional Managed Trust2 OLIVER STBoston
Phone
8003455734
Web
www.seic.com
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SVTAX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, SVTAX has been closely correlated with CWGFX. These tickers have moved in lockstep 78% of the time. This A.I.-generated data suggests there is a high statistical probability that if SVTAX jumps, then CWGFX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To SVTAX
1D Price
Change %
SVTAX100%
-0.09%
CWGFX - SVTAX
78%
Closely correlated
-0.57%
CWGCX - SVTAX
77%
Closely correlated
-0.58%
CWICX - SVTAX
49%
Loosely correlated
-0.57%
RWICX - SVTAX
49%
Loosely correlated
-0.57%
RWIBX - SVTAX
49%
Loosely correlated
-0.58%
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