SEI Institutional Managed Trust - U.S. Managed Volatility Fund

The SEI Institutional Managed Trust - U.S. Managed Volatility Fund (SVOAX) is an actively managed open-end mutual fund launched on October 28, 2004, and traded on NASDAQ, with approximately $488 million in market capitalization and classified under the Large Value Morningstar category. The fund seeks capital appreciation with reduced volatility relative to the broad U.S. equity markets, investing at least 80% of its assets in securities of U.S. companies across all market capitalizations, including common stocks, preferred stocks, ETFs, and warrants, while also allowing limited exposure to ADRs, REITs, and non-U.S. company securities. Managed under the SEI Investments Management Corporation umbrella — a global financial services firm overseeing over $486 billion in assets under management — the fund employs a quantitative, low-volatility investment approach, with top holdings concentrated in sectors such as Technology, Healthcare, Consumer Defensive, and Communication Services. With an annualized beta of 0.73 versus the S&P 500 and a net expense ratio of approximately 0.89–0.90%, SVOAX is designed for institutional investors seeking equity market participation with a more stable risk-return profile, requiring a minimum initial investment of $100,000.