Notable companies
The most notable companies in this group are Apple (NASDAQ:AAPL), Microsoft Corp (NASDAQ:MSFT), Eli Lilly & Co (NYSE:LLY), Oracle Corp (NYSE:ORCL), Merck & Co (NYSE:MRK), Elevance Health (NYSE:ELV).
Industry description
The investment seeks to maximize after-tax returns, but with a lower level of volatility than the broad U.S. equity markets.
The fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in securities of U.S. companies of all capitalization ranges. These securities may include common stocks, preferred stocks, ETFs and warrants. It may also, to a lesser extent, invest in American Depositary Receipts (ADRs), real estate investment trusts (REITs) and securities of non-U.S. companies.
Market Cap
The average market capitalization across the SEI Tax-Managed Mgd Volatility Y (SIMT) MF is 1T. The market cap for tickers in the group ranges from 63.51B to 4.04T. AAPL holds the highest valuation in this group at 4.04T. The lowest valued company is RSG at 63.51B.
Volume
The average weekly volume growth across all stocks in the SEI Tax-Managed Mgd Volatility Y (SIMT) MF was 17%. For the same stocks of the MF, the average monthly volume growth was 42% and the average quarterly volume growth was 11%
Fundamental Analysis Ratings
The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows
Valuation Rating: 57
P/E Growth Rating: 62
Price Growth Rating: 49
SMR Rating: 40
Profit Risk Rating: 36
Seasonality Score: 6 (-100 ... +100)