SGMAX Mutual Fund
SGMAX Mutual Fund
SEI Institutional Investments Trust - Global Managed Volatility Fund Class A
SGMAX Mutual Fund Overview
SGMAX Mutual Fund (SEI Institutional Investments Trust - Global Managed Volatility Fund Class A) is managed by SEI Funds. SGMAX expense ratio is 0.72%, holding 810 positions across sectors including Unknown, Health Care, Information Technology. Inception date: 2016-02-01.
SGMAX performance shows a YTD return of 8.06%. The 1-year return is 15.24% and the 5-year return is 10.54%. SGMAX dividend yield stands at 13.43%, paid annually.
SGMAX top holdings include Cisco Systems Inc. - Ordinary Shares (1.3%), Verizon Communications, Inc. (1.1%), HSBC Holdings Plc (ADR) (1.0%), Pfizer Inc USD 0.05 (1.0%), AT&T Inc. (1.0%). View all SGMAX holdings, sector breakdown, or dividend history.
SGMAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SGMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.