SVTAX Mutual Fund

SVTAX Mutual Fund (SIMT Global Managed Volatility Fund Class F) is managed by SEI Funds with $595.6M in net assets. SVTAX expense ratio is 1.24%, holding 463 positions across sectors including Information Technology, Health Care, Consumer Staples. Inception date: 2006-07-27.

SVTAX performance shows a YTD return of 7.14%. The 1-year return is 11.07% and the 5-year return is 7.10%. SVTAX dividend yield stands at 8.19%, paid annually.

SVTAX top holdings include Johnson & Johnson - Common (2.3%), Cisco Systems Inc. - Ordinary Shares (2.0%), Novartis Ag Ordinary Shares (1.9%), Koninklijke Ahold Delhaize Nv (1.8%), Mckesson Corp Common Stock USD 0.01 (1.7%). Go to all SVTAX holdings, SVTAX sectors, or SVTAX dividends.

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