STVYX Mutual Fund

STVYX Mutual Fund (SIMT Tax-Managed Managed Volatility Fund Class Y) is managed by SEI Funds. STVYX expense ratio is 0.89%, holding 182 positions across sectors including Information Technology, Health Care, Consumer Staples. Inception date: 2015-04-30.

STVYX performance shows a YTD return of 8.89%. The 1-year return is 13.74% and the 5-year return is 10.17%. STVYX dividend yield stands at 23.50%, paid quarterly.

STVYX top holdings include Cisco Systems Inc. - Ordinary Shares (2.5%), Johnson & Johnson - Common (2.3%), AT&T Inc. (2.3%), Verizon Communic (2.0%), Apple, Inc (2.0%). Go to all STVYX holdings, STVYX sectors, or STVYX dividends.

STVYX can be compared against other funds. Use STVYX overlap to find shared positions, or STVYX vs another fund for a side-by-side view. STVYX alternatives are available via the screener, along with tax-loss harvesting opportunities.