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SEI US Managed Volatility Y (SIMT) (SUSYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.53+0.05 (+0.35%)
At close: 08:00PM EDT

SEI US Managed Volatility Y (SIMT)

BOSTON MA 02109

2 OLIVER ST

SEI Institutional Managed Trust

8003455734
Management information
,Lead manager since 2 December 2010
Menno Vermeulen, CFA, is a Partner, Portfolio Manager and Senior Quantitative Analyst of LSV. Dr. Lakonishok joined LSV in 1994. Vermeulen has more than 21 years of investment experience. At LSV, Mr. Vermeulen has developed and written the software for our quantitative models and portfolio management system. He leads our quantitative and implementation team, which is responsible for the day-to-day data management, portfolio implementation and ongoing enhancement of our models and systems. Mr. Vermeulen is also involved in the research process at LSV. Prior to joining LSV, he worked at ABP
Morningstar style box
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Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.

Fund overview

CategoryLarge Value
Fund familySEI
Net assets628.4M
YTD return3.73%
Yield1.97%
Morningstar rating★★
Inception date27 Oct 2004

Fund operations

Last dividend0.09
Last cap gain0.00
Holdings turnover49.00%
Average for categoryN/A

Fees and expenses

ExpenseSUSYXCategory average
Annual report expense ratio (net)0.90%0.94%
Prospectus net expense ratio0.90%N/A
Prospectus gross expense ratio1.23%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.24%
Max deferred sales loadN/A1.29%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A