SVOAX Mutual Fund

SVOAX Mutual Fund (SEI Institutional Managed Trust - US Managed Volatility Fund Class F) is managed by SEI Funds with $358.0M in net assets. SVOAX expense ratio is 1.14%, holding 225 positions across sectors including Information Technology, Health Care, Consumer Staples. Inception date: 2004-10-28.

SVOAX performance shows a YTD return of 9.84%. The 1-year return is 14.35% and the 5-year return is 8.52%. SVOAX dividend yield stands at 15.53%, paid quarterly.

SVOAX 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 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.