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SEI Institutional Managed Trust U.S. Managed Volatility Fund (SVOAX) Diversifiers

Mutual Fund · Currency in USD · Last updated Aug 1, 2026
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The investment seeks capital appreciation with less 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, exchange-traded funds (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.

Looking to diversify beyond SVOAX? The mutual funds below have historically moved differently from SVOAX, which may reduce portfolio volatility when combined in a suitable allocation. The stock ideas table highlights individual companies with the same low-correlation characteristics. Correlation can change and does not guarantee that one asset will rise when another falls.

Best Diversifiers for SVOAX

4 mutual funds have low correlation with SVOAX (below 0.3), 0 of which are negatively correlated. The least correlated is BlackRock Global Equity Market Neutral Fund Class I (BDMIX) (Equity Market Neutral) with a 1Y correlation of 0.14, roughly unchanged from 0.07 over 5 years.

How candidates are selected
SymbolNameCorrelation 1YCorrelation 3YCorrelation 5YRisk / Return RankCategoryCompare
BDMIX
BlackRock Global Equity Market Neutral Fund Class ...0.140.080.07
97
Equity Market NeutralSVOAX vs BDMIX
FGKPX
Fidelity SAI Emerging Markets Low Volatility Index...0.150.290.38
53
Emerging Markets Equities, Low VolatilitySVOAX vs FGKPX
YAFFX
AMG Yacktman Focused Fund0.180.520.65
89
Large Cap Value EquitiesSVOAX vs YAFFX
ASFYX
Virtus AlphaSimplex Managed Futures Strategy Fund ...0.210.180.08
66
Systematic TrendSVOAX vs ASFYX
FAMRX
Fidelity Asset Manager 85% Fund0.360.580.67
74
Diversified PortfolioSVOAX vs FAMRX
See all 64 diversifiers for SVOAX

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