SEI U.S. Managed Volatility Fund (SVOAX)
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DESCRIPTION:

Date updated:12-20-2007

This fund aims to achieve comparable equity returns over the longer term but provide investors with some safety during sharp market down moves. It was profiled in the Wall Street Journal by Gregory Zuckerman on December 18 2006. The manager director of SEI’s global equity team was quoted as saying the fund’s goal is to “generate a long-term equity rate of return but protect investors in strong down markets.”

As Zuckerman goes on to say, the fund’s managers search for low beta stocks to be the bulk of the portfolio, and then sprinkle on some higher volatility stocks for good returns.


Current Returns:

YTD: 7.56%
1-Year: 7.70%
3-Year: 9.40%

As of 9/30/07

symbol name last price % change open
  • +
  • GIS
    Gen Mills Inc
  • $66.37
  • +0.18%
  • $66.14

No Analysis added

People owning GIS also tend to own: CARCOFCOPDOWFRNHDHPQ

TheStreet.com Rating: B+ What is this?

  • +
  • K
    Kellogg Co
  • $52.20
  • -0.06%
  • $52.10

No Analysis added

People owning K also tend to own: JCGLVLTMTUNWSPFESBUXSGP

TheStreet.com Rating: B+ What is this?

  • +
  • HRL
    Hormel Foods Cp
  • $37.55
  • +0.56%
  • $37.38

No Analysis added

People owning HRL also tend to own: AHMAMATAMGNATMLAZNBBBYBRCM

TheStreet.com Rating: B What is this?

  • +
  • CVX
    Chevron Corp
  • $77.53
  • +0.38%
  • $76.57

No Analysis added

People owning CVX also tend to own: AAALLAPCBUDCOPDOWGSK

TheStreet.com Rating: B What is this?

  • +
  • HB
    Hb
  • $0.00
  • N/A
  • $N/A

No Analysis added

People owning HB also tend to own: AIGIBMHPQIGTCBISPGCSV

TheStreet.com Rating: No Rating What is this?

  • +
  • LMT
    Lockheed Martin C
  • $73.77
  • +1.25%
  • $72.19

No Analysis added

People owning LMT also tend to own: ASHBNIBTUCELGENGHANSHTE

TheStreet.com Rating: B- What is this?

  • +
  • HSIC
    Henry Schein
  • $50.63
  • -0.96%
  • $51.19

No Analysis added

People owning HSIC also tend to own: COPCROXDEOEFAEMCFTEKGLW

TheStreet.com Rating: B What is this?

  • +
  • PBI
    Pitney Bowes Inc
  • $24.99
  • +0.56%
  • $24.77

No Analysis added

People owning PBI also tend to own: GMEGOOGHSYKONFLXNKEPALM

TheStreet.com Rating: C What is this?

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