SUSYX : SEI Institutional Managed Trust U.S. Managed Volatility Fund Class Y

SUSYX is a US Stocks Market Large Value with MODERATE fees.

SUSYX

SEI Institutional Managed Trust U.S. Managed Volatility Fund Class Y

FI Score

63 /100

Expense Ratio Rating

7 /10

Expense Rating

3 /10

Market Score

7 /10

Category Score

8 /10

Market Size

7 /10

63% FI Score
  • susyx
  • Mutual Fund
  • US Stocks
  • Large Value

SEI Institutional Managed Trust U.S. Managed Volatility Fund Class Y

Expenses: 0.68% (Better than 1% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks capital appreciation with less 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, exchange-traded funds (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.

Largest Holdings

Amount Holding
2.61% Verizon Communications Inc
2.57% Merck & Co Inc
2.53% Johnson & Johnson
2.06% Target Corp
1.86% Pfizer Inc
1.84% Intel Corp
1.77% Oracle Corp
1.68% Amdocs Ltd
1.63% Berkshire Hathaway Inc Class B
1.58% Cisco Systems Inc
1.53% The Kroger Co
1.40% Allstate Corp
1.36% AutoZone Inc
1.33% AT&T Inc
1.28% E-mini S&P 500 Future June 20
1.27% Walmart Inc
1.24% JM Smucker Co
1.22% Exelon Corp
1.17% General Mills Inc
1.14% Comcast Corp Class A
1.10% Entergy Corp
1.03% International Business Machines Corp
0.97% Tyson Foods Inc Class A
0.93% Raytheon Technologies Corp
0.89% Altria Group Inc

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