SEI Institutional Managed Trust U.S. Managed Volatility Fund (SUSYX) Fund Overview

SEI Institutional Managed Trust U.S. Managed Volatility Fund (SUSYX) Financial Services Profile

SEI Institutional Managed Trust U.S. Managed Volatility Fund (SUSYX) offers investors exposure to a diversified portfolio of U.S. equities, including stocks, ETFs, and ADRs, with a focus on managing volatility. The fund operates within the asset management sector, providing a managed investment solution for various risk profiles.

What Is the Investment Thesis for SUSYX?

With a beta of 0.60, the fund demonstrates lower volatility compared to the broader market. The fund's strategy of investing across various asset classes, including stocks, ETFs, and ADRs, provides diversification benefits. The fund's market cap of $0.51 billion indicates a substantial asset base, providing liquidity and stability. Key growth catalysts include increasing investor demand for managed volatility solutions and the fund's ability to generate consistent returns. However, potential risks include market volatility and the fund's performance relative to its benchmark.

Based on FMP financials and quantitative analysis

SUSYX Key Highlights

Market Cap of $0.51B indicates a substantial asset base, providing liquidity and stability.

• Beta of 0.60 suggests lower volatility compared to the broader market, appealing to risk-averse investors.
• The fund invests at least 80% of its net assets in U.S. companies across all capitalization ranges, offering broad market exposure.
• The fund's ability to invest in ETFs and ADRs enhances diversification and provides access to a wider range of investment opportunities.
• The fund's focus on managed volatility aims to deliver consistent returns while mitigating downside risk, making it suitable for long-term investors.

Who Are SUSYX's Competitors?

SUSYX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.

AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance

What Are SUSYX's Key Strengths?

Diversified investment portfolio across U.S. equities and other securities.

• Focus on managed volatility, appealing to risk-averse investors.
• Established brand and reputation within the SEI Institutional Managed Trust.
• Experienced portfolio management team.

What Are SUSYX's Weaknesses?

Reliance on market performance of U.S. equities.

• Potential for underperformance relative to benchmark during bull markets.
• Limited exposure to international markets compared to global funds.
• Higher expense ratio compared to passively managed ETFs.

What Are the Key Risks for SUSYX?

Market volatility and economic downturns impacting fund performance.

• Changes in regulatory environment and compliance requirements.
• Rising interest rates and inflation impacting fixed income investments.
• Competition from other asset management firms offering similar investment strategies.

What Are SUSYX's Competitive Advantages?

• Established brand and reputation within the SEI Institutional Managed Trust.
• Experienced portfolio management team with a track record of managing volatility.
• Diversified investment strategy across various asset classes and sectors.
• Access to SEI's research and analytical resources.

What Does SUSYX Do?

SEI Institutional Managed Trust U.S. Managed Volatility Fund (SUSYX) is designed to provide investors with a diversified portfolio of U.S. equities while actively managing volatility. The fund invests at least 80% of its net assets in securities of U.S. companies, spanning all capitalization ranges. These investments encompass common stocks, preferred stocks, exchange-traded funds (ETFs), and warrants. The fund also has the flexibility to allocate a portion of its assets to American Depositary Receipts (ADRs), real estate investment trusts (REITs), and securities of non-U.S. companies, enhancing its diversification. The fund's investment strategy focuses on selecting securities that offer potential for capital appreciation while maintaining a risk profile aligned with its managed volatility objective. By incorporating a mix of asset classes and geographic exposures, SUSYX aims to deliver consistent returns while mitigating downside risk. The fund's investment decisions are guided by a team of experienced portfolio managers who conduct thorough research and analysis to identify attractive investment opportunities. The fund is part of the SEI Institutional Managed Trust, which provides a range of investment solutions to institutional and individual investors. The fund's objective is to provide long-term capital appreciation while managing volatility through active asset allocation and security selection. The fund's portfolio is constructed to reflect a balance between growth and stability, with a focus on identifying companies with strong fundamentals and attractive valuations. The fund's investment process involves a combination of quantitative and qualitative analysis, with an emphasis on risk management. SUSYX is managed with the goal of providing investors with a well-diversified portfolio that can perform well in various market conditions.

What Products and Services Does SUSYX Offer?

• Invests at least 80% of net assets in U.S. companies.
• Focuses on securities across all capitalization ranges.
• Includes common stocks, preferred stocks, and ETFs in its portfolio.
• May invest in American Depositary Receipts (ADRs).
• May invest in real estate investment trusts (REITs).
• May invest in securities of non-U.S. companies.
• Aims to manage volatility through strategic asset allocation.

How Does SUSYX Make Money?

• Generates revenue through management fees based on assets under management (AUM).
• Invests in a diversified portfolio of U.S. equities and other securities.
• Manages risk through active asset allocation and security selection.
• Provides investment solutions to institutional and individual investors.

What Industry Does SUSYX Operate In?

The asset management industry is characterized by increasing competition and evolving investor preferences. Funds like SUSYX operate in a landscape where investors seek diversified portfolios with managed risk. The industry is influenced by market trends such as the growing popularity of ETFs and the increasing demand for sustainable investing options. Competitors such as ANTUX, IDIVX, LCRIX, PQNAX, and PRNIX offer similar investment strategies, focusing on U.S. equities and managed volatility. The industry is also subject to regulatory oversight and compliance requirements, which impact fund operations and investment strategies.

Who Are SUSYX's Key Customers?

• Institutional investors seeking diversified U.S. equity exposure.
• Individual investors looking for managed volatility solutions.
• Retirement plans and endowments.
• Financial advisors seeking investment options for their clients.

SUSYX Financials

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SUSYX Analyst Consensus

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Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.

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