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SVTAX SEI Global Managed Volatility A (SIMT)

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Fund SVTAX SEI Global Managed Volatility A (SIMT) VMVFX Vanguard Global Minimum Volatility Inv  
100% 88%
Annual Fees
(1.11% Exp. Ratio)
(0.27% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.50% annual return
$35,639.79 $45,934.44
Est. savings over 30 yrs +$10,294.65
As of 12/31/16
1 YR RETURN 7.17%
3 YR 8.76%
5 YR 11.39%
10 YR 3.82%
1 YR RETURN 8.53%
3 YR 9.30%
5 YR --
10 YR --
The investment seeks capital appreciation with less volatility than the broad global equity markets. The Global Managed Volatility fund will typically invest in securities of U.S. and foreign companies of all capitalization ranges. These securities may include common stocks, preferred stocks, warrants, depositary receipts and exchange-traded funds (ETFs) and real estate investment trusts (REITs). It will invest in at least three countries outside of the U.S., but will typically invest much more broadly. The advisor expects that at least 40% of the fund's assets will be invested in non-U.S. securities.
The investment seeks to provide long-term capital appreciation with low volatility relative to the global equity market. The fund invests primarily in U.S. and foreign stocks that are expected to generate low volatility relative to the global equity market. The portfolio will include a diverse mix of companies located in many different countries and representing many different market sectors and industry groups. It generally will seek to hedge most of its currency exposure back to the U.S. dollar to reduce overall portfolio volatility.

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The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

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FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

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