About SVAYX
SEI Large Cap Value Fund Class Y is an actively managed mutual fund that seeks long-term capital growth and income by investing primarily in large-cap U.S. companies considered undervalued at the time of purchase. The fund primarily holds common stocks but can also include preferred stocks, warrants, American Depositary Receipts (ADRs), and real estate investment trusts (REITs). Utilizing a multi-manager approach, it selects securities based on measures such as earnings, capital structure, and return on invested capital, aiming to identify attractively valued opportunities. The portfolio is broadly diversified, typically holding over 230 individual securities across various sectors, and its largest positions include prominent firms such as AT&T, Citigroup, and Comcast. Designed for institutional investors, the fund features a relatively low expense ratio and high minimum investment, reflecting its focus on cost efficiency and scale. Its role in the market is to provide exposure to U.S. large-cap value equities, making it a core component for investors seeking diversified, income-generating holdings within the value segment of the equity market.
Fund Family SEI
Category Large Value
Performance Rating Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol SVAYX
Share Class Class Y
Index Russell 1000 Value TR
SVAYX had a total return of 22.38% in the past year, including dividends.
Since the fund's inception, the average annual return has been 9.87%.
