TMMAX SEI Tax-Managed Mgd Volatility F (SIMT) Forecast, Technical & Fundamental Analysis

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

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.

The average market capitalization across the SEI Tax-Managed Mgd Volatility F (SIMT) MF is 999.02B. The market cap for tickers in the group ranges from 70.36B to 3.9T. MSFT holds the highest valuation in this group at 3.9T. The lowest valued company is RSG at 70.36B.

The average weekly volume growth across all stocks in the SEI Tax-Managed Mgd Volatility F (SIMT) MF was -42%. For the same stocks of the MF, the average monthly volume growth was -21% and the average quarterly volume growth was -43%