Global Managed Volatility Fund Class Y
SGLYX
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- SEI Institutional Managed Trust (SIMT) Global Managed Volatility Fund Class Y (SGLYX) is an open-end mutual fund that seeks capital appreciation with lower volatility than broad global equity markets by investing primarily in securities of U.S. and foreign companies across all capitalization ranges; these include common stocks, preferred stocks, warrants, depositary receipts, exchange-traded funds (ETFs), and real estate investment trusts (REITs). The fund employs a multi-manager approach with a focus on large-cap value stocks, maintaining allocations such as approximately 58% in U.S. stocks, 40% in non-U.S. stocks, and 2% in cash, with top sectors including technology (20%), consumer defensive (17%), and communication services (16%); key holdings feature Motorola Solutions Inc., Microsoft Corp., AT&T Inc., Cisco Systems Inc., and Walmart Inc. It targets institutional investors with a minimum initial investment of $100,000 and operates within the global large-stock value category, with assets under management exceeding $800 million and a net expense ratio of around 0.86% to 0.99%. Launched on December 31, 2014, the fund is part of SEI Institutional Managed Trust, established under SEI Investments Company, which was founded in 1968 and maintains global headquarters in Oaks, Pennsylvania. Portfolio management is led by a team from Acadian Asset Management, including Brendan Bradley (since 2006), Jason Collins (since 2016), Fanesca Young (since 2023), Eugene Barbaneagra (since February 2024), and new additions John Csaszar and David Hintz (both since May 2024), reflecting recent enhancements to the management structure amid prospectus updates noting departures of prior managers such as Stephen C. Dolce. In recent developments, SEI Investments Company, the parent entity overseeing SIMT funds, launched SEI Strategies with Capital Group in March 2025, introducing all-ETF model portfolios to expand its asset allocation offerings; additionally, SEI announced a strategic investment and business partnership with Stratos Wealth Holdings in July 2025 to support financial advisors, and debuted the SEI DBi Multi-Strategy Alternative ETF (QALT) in September 2025, alongside a strategic alliance with Graphene in October 2025 to bolster U.K. wealth platform growth. The fund itself underwent a Morningstar category shift from Global Large-Stock Blend to Global Large-Stock Value in November 2023, with continued portfolio adjustments evidenced by 85% turnover and manager transitions in 2024.