SVTAX : SEI Institutional Managed Trust Global Managed Volatility Fund Class F

SVTAX is a Allocation Market Total World with MODERATE fees.

SVTAX

SEI Institutional Managed Trust Global Managed Volatility Fund Class F

FI Score

48 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

8 /10

Category Score

5 /10

Market Size

8 /10

48% FI Score
  • svtax
  • Mutual Fund
  • Allocation
  • Total World

SEI Institutional Managed Trust Global Managed Volatility Fund Class F

Expenses: 1.11% (Better than 1% of similar funds)

This is a bad choice for a Total World Allocation fund. See why ยป

Fund Summary

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 and 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.

Largest Holdings

Amount Holding
1.52% SoftBank Corp
1.26% Verizon Communications Inc
1.23% Costco Wholesale Corp
1.13% Citrix Systems Inc
1.13% Johnson & Johnson
1.11% Swisscom AG
1.10% Microsoft Corp
1.09% Orkla ASA
1.09% Walmart Inc
1.07% ICA Gruppen AB
1.07% Roche Holding AG Dividend Right Cert.
0.99% NTT DOCOMO Inc
0.99% AT&T Inc
0.89% KDDI Corp
0.87% Chemed Corp
0.86% CLP Holdings Ltd
0.85% Nippon Telegraph & Telephone Corp
0.83% Coca-Cola Co
0.83% Novartis AG
0.82% Cisco Systems Inc
0.80% Newcrest Mining Ltd
0.79% Colgate-Palmolive Co
0.79% Republic Services Inc Class A
0.77% Deutsche Telekom AG
0.76% Gilead Sciences Inc

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