Morningstar

SEI Institutional Investments Trust U.S. Managed Volatility Fund Class A SVYAX

Morningstar Medalist Rating
Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 7.08  /  +0.57 %
  • Total Assets 351.3M
  • Adj. Expense Ratio
    0.190%
  • Expense Ratio 0.190%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Mid-Cap Value
  • Investment Style Mid Value
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.44%
  • Turnover 69%

USD | NAV as of Oct 03, 2026 | 1-Day Return as of Oct 03, 2026, 12:06 AM GMT+0

Morningstar’s Analysis SVYAX

Will SVYAX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SVYAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SVYAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SVYAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SEI US Managed Volatility A (SIIT) holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SVYAX

More SVYAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 16.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Verizon Communications Inc

2.18 8M
Communication Services

Bristol-Myers Squibb Co

2.13 8M
Healthcare

AT&T Inc

1.86 7M
Communication Services

Cisco Systems Inc

1.68 6M
Technology

Merck & Co Inc

1.68 6M
Healthcare

Pfizer Inc

1.65 6M
Healthcare

Marathon Petroleum Corp

1.49 6M
Energy

SEI Government Institutional (SDIT)

1.42 5M
Cash and Equivalents

Altria Group Inc

1.29 5M
Consumer Defensive

Dropbox Inc Class A

1.24 5M
Technology

Sponsor Center