SVOAX Mutual Fund

SVOAX Mutual Fund (SEI Institutional Managed Trust - US Managed Volatility Fund Class F) is managed by SEI Funds with $369.2M in net assets. SVOAX expense ratio is 1.14%, holding 235 positions across sectors including Information Technology, Health Care, Consumer Staples. Inception date: 2004-10-28.

SVOAX performance shows a YTD return of 12.91%. The 1-year return is 13.73% and the 5-year return is 8.78%. SVOAX dividend yield stands at 15.11%, paid quarterly.

SVOAX top holdings include Verizon Communications Inc Vz (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 SVOAX holdings, SVOAX sectors, or SVOAX dividends.

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