SUSYX Mutual Fund
SUSYX Mutual Fund
SEI Institutional Managed Trust - US Managed Volatility Fund Class Y
SUSYX Mutual Fund Overview
SUSYX Mutual Fund (SEI Institutional Managed Trust - US Managed Volatility Fund Class Y) is managed by SEI Funds with $113.4M in net assets. SUSYX expense ratio is 0.89%, holding 225 positions across sectors including Information Technology, Health Care, Consumer Staples. Inception date: 2014-12-31.
SUSYX performance shows a YTD return of 3.97%. The 1-year return is 7.48% and the 5-year return is 7.88%. SUSYX dividend yield stands at 16.70%, paid quarterly.
SUSYX top holdings include Verizon Communic (2.4%), Bristol-Myer Sq (2.4%), Johnson & Johnson (2.4%), AT&T Inc. (2.3%), Cisco Systems Inc. - Ordinary Shares (2.2%). View all SUSYX holdings, sector breakdown, or dividend history.
SUSYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SUSYX alternatives are available via the screener, along with tax-loss harvesting opportunities.