SUSYX Mutual Fund

SUSYX Mutual Fund (SEI Institutional Managed Trust - US Managed Volatility Fund Class Y) is managed by SEI Funds with $113.4M in net assets. SUSYX expense ratio is 0.89%, holding 225 positions across sectors including Information Technology, Health Care, Consumer Staples. Inception date: 2014-12-31.

SUSYX performance shows a YTD return of 9.98%. The 1-year return is 14.64% and the 5-year return is 8.80%. SUSYX dividend yield stands at 15.78%, paid quarterly.

SUSYX top holdings include Verizon Communic (2.4%), Bristol-Myers Squibb Co. (2.4%), Johnson & Johnson - Common (2.4%), AT&T Inc. (2.3%), Cisco Systems Inc. - Ordinary Shares (2.2%). Go to all SUSYX holdings, SUSYX sectors, or SUSYX dividends.

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