B
SEI Institutional Investments Trust U.S. Managed Volatility Fund Class A SVYAX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings SVYAX-NASDAQ Click to
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Rating B
Reward Index Fair
Reward Grade C
Risk Index Good
Risk Grade B
Company Info SVYAX-NASDAQ Click to
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Provider SEI
Manager/Tenure (Years) Josef Lakonishok (14), Puneet Mansharamani (14), Menno Vermeulen (14), 8 others
Website http://www.seic.com
Fund Information SVYAX-NASDAQ Click to
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Fund Name SEI Institutional Investments Trust U.S. Managed Volatility Fund Class A
Category Mid-Cap Value
Sub-Category US Equity Mid Cap
Prospectus Objective Growth
Inception Date Dec 31, 2008
Open/Closed To New Investors Open
Minimum Initial Investment 100,000.00
Minimum Subsequent Investment 1,000.00
Front End Fee --
Back End Fee --
Dividends and Shares SVYAX-NASDAQ Click to
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Dividend Yield 2.45%
Dividend SVYAX-NASDAQ Click to
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Dividend Yield (Forward) 2.38%
Asset Allocation SVYAX-NASDAQ Click to
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Cash 0.39%
Stock 99.61%
U.S. Stock 96.24%
Non-U.S. Stock 3.37%
Bond 0.00%
U.S. Bond 0.00%
Non-U.S. Bond 0.00%
Preferred 0.00%
Convertible 0.00%
Other Net 0.00%
Price History SVYAX-NASDAQ Click to
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7-Day Total Return 0.00%
30-Day Total Return 2.28%
60-Day Total Return 1.33%
90-Day Total Return 0.94%
Year to Date Total Return 10.80%
1-Year Total Return 11.11%
2-Year Total Return 28.87%
3-Year Total Return 36.43%
5-Year Total Return 61.85%
Price SVYAX-NASDAQ Click to
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Closing Price --
1-Month Low Price --
1-Month High Price --
52-Week Low Price --
52-Week Low Price (Date) --
52-Week High Price --
52-Week High Price (Date) --
NAV SVYAX-NASDAQ Click to
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Nav $6.42
1-Month Low NAV $6.42
1-Month High NAV $12.14
52-Week Low NAV $6.42
52-Week Low NAV (Date) Dec 18, 2025
52-Week High NAV $12.17
52-Week High Price (Date) Sep 11, 2025
Beta / Standard Deviation SVYAX-NASDAQ Click to
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Beta 0.60
Standard Deviation 10.32
Balance Sheet SVYAX-NASDAQ Click to
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Total Assets 270.69M
Operating Ratios SVYAX-NASDAQ Click to
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Expense Ratio 0.20%
Turnover Ratio 116.00%
Performance SVYAX-NASDAQ Click to
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Last Bull Market Total Return 17.43%
Last Bear Market Total Return -7.01%