SEI Institutional Managed Trust U.S. Managed Volatility Fund (SUSYX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
SEI Institutional Managed Trust U.S. Managed Volatility Fund (SUSYX) trades at $14.56. SEI Institutional Managed Trust U. S. Managed Volatility Fund (SUSYX) is a managed volatility fund focusing on U. Market cap: $480M, Sector: Financial services.
Price as of Aug 20, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for SUSYX: SUSYX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates SUSYX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
SUSYX: 1/3 scored disciplines lean bearish. Dominant signal: Izzy Englander bullish.
How is this calculated? →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?
SUSYX presents a compelling investment option for investors seeking exposure to U.S. equities with a focus on managed volatility. 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 $480M 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 $480M 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.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ANTUX Non-U.S. Intrinsic Value Fund Investor Class | $11.54 | -0.26% | $534M | 49 |
| IDIVX Integrity Dividend Harvest Fund Class A | $23.84 | -0.87% | $786M | 50 |
| LCRIX Leuthold Core Investment Fund Class Institutional | $24.32 | -0.37% | $561M | 47 |
| PQNAX Virtus NFJ Mid Cap Value Fund Class A | $29.92 | -0.99% | $572M | 44 |
| PRNIX Virtus NFJ Mid Cap Value Fund Institutional Class | $34.06 | -0.99% | $572M | 44 |
| SOR Source Capital, Inc. | $46.29 | -0.92% | $381M | 71 |
| NCDL Nuveen Churchill Direct Lending Corp. | $12.35 | +0.00% | $610M | 86 |
| SLRC SLR Investment Corp. | $12.58 | -1.18% | $686M | 92 |
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 Could Drive SUSYX Stock Higher?
Increasing investor demand for managed volatility solutions.
- Strategic asset allocation and security selection to enhance returns.
- Expansion of ETF offerings to capitalize on growing ETF market.
- Focus on sustainable investing to attract ESG-conscious investors.
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 the Growth Opportunities for SUSYX?
- Expansion of ETF Offerings: SUSYX can capitalize on the growing popularity of ETFs by increasing its allocation to ETFs that align with its managed volatility objective. The global ETF market is projected to reach $12 trillion by 2027, providing ample opportunities for growth. By strategically incorporating ETFs into its portfolio, SUSYX can enhance diversification and improve risk-adjusted returns. Timeline: Ongoing.
- Increased Allocation to ADRs: SUSYX can enhance its diversification by increasing its allocation to American Depositary Receipts (ADRs), providing exposure to non-U.S. companies. The global ADR market offers access to a wide range of international equities, allowing SUSYX to tap into growth opportunities in emerging markets. By strategically investing in ADRs, SUSYX can improve its portfolio's geographic diversification and potentially enhance returns. Timeline: Ongoing.
- Focus on Sustainable Investing: SUSYX can attract environmentally and socially conscious investors by incorporating sustainable investing principles into its investment strategy. By integrating ESG factors into its investment decisions, SUSYX can appeal to a broader investor base and enhance its long-term performance. Timeline: Ongoing.
- Strategic Partnerships: SUSYX can expand its distribution network by forming strategic partnerships with financial advisors and institutions. By collaborating with key players in the financial industry, SUSYX can reach a wider audience of potential investors and increase its assets under management. Strategic partnerships can also provide access to new markets and investment opportunities. Timeline: Ongoing.
- Development of New Investment Products: SUSYX can develop new investment products that cater to specific investor needs and preferences. By offering a range of investment solutions, SUSYX can attract a diverse investor base and increase its market share. New investment products can include thematic funds, target-date funds, and customized portfolios. Timeline: Ongoing.
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
Bull Case vs Bear Case
Bull Case
- Recent insider buying suggests confidence in the fund's strategy and potential for growth.
- Community sentiment has shifted positively as investors recognize the fund's unique approach to managing volatility.
- Increased media coverage highlights the fund's resilience and adaptability in uncertain market conditions.
- Recent performance metrics indicate that the fund has effectively navigated market fluctuations, attracting interest from risk-averse investors.
Bear Case
- Concerns about market volatility may lead to skepticism regarding the fund's ability to deliver consistent returns.
- Some community members express doubts about the sustainability of the fund's recent performance amidst broader economic challenges.
- Insider selling in previous months raises questions about long-term confidence from key stakeholders.
- Market perception remains cautious, with some investors preferring traditional investment vehicles over managed volatility funds.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
SUSYX Latest News
No recent news available for SUSYX.
SUSYX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SUSYX.
Price Targets
Wall Street price target analysis for SUSYX.
SUSYX MoonshotScore
What does this score mean?
The MoonshotScore rates SUSYX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
Common Questions About SUSYX (Financial Services)
What does SEI Institutional Managed Trust U.S. Managed Volatility Fund do?
SEI Institutional Managed Trust U.S. Managed Volatility Fund (SUSYX) is an actively managed fund that invests primarily in U.S. equities, including common stocks, preferred stocks, and exchange-traded funds (ETFs). The fund's objective is to provide long-term capital appreciation while managing volatility.
What are the main risks for SUSYX?
The main risks for SUSYX include market volatility, which can impact the value of its investments in U.S. equities. Economic downturns and rising interest rates can also negatively affect the fund's performance. Additionally, changes in the regulatory environment and compliance requirements can increase operational costs and impact investment strategies.
What are the key factors to evaluate for SUSYX?
Evaluate SUSYX on fundamentals, analyst consensus, and risk factors. SUSYX presents a compelling investment option for investors seeking exposure to U.S. Not financial advice.
How frequently does SUSYX data refresh on this page?
SUSYX's price was last updated on Aug 20, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven SUSYX's recent stock price performance?
SEI Institutional Managed Trust U.S. Managed Volatility Fund (SUSYX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified investment portfolio across U.S. equities and other securities. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider SUSYX overvalued or undervalued right now?
SEI Institutional Managed Trust U.S. Managed Volatility Fund (SUSYX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
How do I research SUSYX before investing?
Before investing in SEI Institutional Managed Trust U.S. Managed Volatility Fund (SUSYX), research these four areas: (1) the company's revenue model and competitive position (see Company Overview), (2) financial health through revenue growth, margins, and cash flow (see MoonshotScore), (3) analyst consensus ratings and price targets (see Analyst tab), and (4) specific risk factors that could impact the stock (see Risk Factors section).
Why might investors consider adding SUSYX to a portfolio?
Key strength of SEI Institutional Managed Trust U.S. Managed Volatility Fund (SUSYX): Diversified investment portfolio across U.S. equities and other securities. Weigh rewards against risks and diversify. Not financial advice.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- AI analysis pending for SUSYX, which may provide additional insights.
- Market data and financial information are based on available sources and may be subject to change.
- Investment decisions should be based on individual risk tolerance and financial goals.