Nasdaq - Delayed Quote USD

SEI Small Cap Value Y (SIMT) (SPVYX)

26.51 -0.04 (-0.15%)
At close: 8:05 AM EDT
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DELL
  • Previous Close 26.55
  • YTD Return 9.28%
  • Expense Ratio 0.89%
  • Category Small Value
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 367.72M
  • Beta (5Y Monthly) 1.02
  • Yield 1.30%
  • 5y Average Return --
  • Holdings Turnover 39.00%
  • Last Dividend 0.29
  • Inception Date Oct 30, 2015

Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity securities of small companies. The fund will primarily seek to purchase securities believed to be attractively valued in relation to various measures, which may include earnings, capital structure or return on invested capital.

SEI

Fund Family

Small Value

Fund Category

367.72M

Net Assets

2015-10-30

Inception Date

Performance Overview: SPVYX

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Trailing returns as of 10/21/2024. Category is Small Value.

YTD Return

SPVYX
9.28%
Category
26.79%
?

1-Year Return

SPVYX
23.60%
Category
71.02%
?

3-Year Return

SPVYX
5.71%
Category
9.35%
?

5-Year Return

SPVYX
9.72%
Category
12.17%
?

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Holdings: SPVYX

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Top 10 Holdings (11.05% of Total Assets)

SymbolCompany% Assets
CNO
CNO Financial Group, Inc. 1.76%
JXN
Jackson Financial Inc. 1.71%
ONB
Old National Bancorp 1.13%
COLB
Columbia Banking System, Inc. 1.10%
PLAB
Photronics, Inc. 0.94%
CMC
Commercial Metals Company 0.90%
HIW
Highwoods Properties, Inc. 0.90%
PPC
Pilgrim's Pride Corporation 0.89%
OFG
OFG Bancorp 0.87%
SANM
Sanmina Corporation 0.86%

Sector Weightings

Recent News: SPVYX

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Research Reports: SPVYX

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