Morningstar

SEI Institutional Investments Trust U.S. Managed Volatility Fund Class A SVYAX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $7.28  /  −0.27 %
  • Fund Size $362.0M
  • Adjusted Expense Ratio 0.190%
  • Net Expense Ratio 0.190%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Mid-Cap Value
  • Equity Style Box (Funds) Mid Value
  • Minimum Initial Investment $100,000
  • Investment Status Open
  • TTM Yield 1.44%
  • Turnover Ratio 69%
NAV and 1-Day Return as of

Morningstar’s Analysis SVYAX

Will SVYAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SVYAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SVYAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SVYAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SEI US Managed Volatility A (SIIT) holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SVYAX

More SVYAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 15.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Verizon Communications Inc

1.97 7M
Communication Services

Bristol-Myers Squibb Co

1.94 7M
Healthcare

Pfizer Inc

1.79 6M
Healthcare

SEI Government Institutional (SDIT)

1.64 6M
Cash and Equivalents

Merck & Co Inc

1.61 6M
Healthcare

Marathon Petroleum Corp

1.59 6M
Energy

AT&T Inc

1.50 5M
Communication Services

Cisco Systems Inc

1.47 5M
Technology

Altria Group Inc

1.37 5M
Consumer Defensive

Citigroup Inc

1.35 5M
Financial Services

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