Summary
SELV Chart
SELV: Attractive Valuation, Low Volatility
SELV offers strong low-volatility exposure and defensive sector tilts, making it attractive for cautious investors, amid macro uncertainty. The fund trades at a 25% valuation discount to the Russell 1000, driven by sector allocation and stock selection. SELV has underperformed both the broader market and most low-volatility peers, especially during bullish periods, but excels in downside protection.
SELV: Low Volatility, High Gains (Strong Buy Rating)
SELV is a buy for growth with lower volatility, backed by strong top holdings like MSFT, AAPL, and WMT. Top holdings are trading at fair-to-undervalued historical P/E levels, supporting an attractive entry point. Risks include tariffs and a potential rotation out of AI, but policy trends and long-term AI prospects remain favorable.
SEI Enhanced Low Volatility U.S. Large Cap Fund Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| TJD Thomas John Drogan PR Inc.IPAL SECURITIES Inc. | 8,333 | $247,477.92 | $275,322.32 | $27,844.4 | 11.25% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 29 | $937.86 | $958.16 | $20.3 | 2.16% |
| KMT Kirk M. Tokheim Ameritas Advisory Services LLC | 7,887 | $254,828.97 | $260,034.39 | $5,205.42 | 2.04% |
| HPF Hart & Patterson Financial Group LLC HART & PATTERSON FINANCIAL GROUP LLC | 33,027 | $917,677.92 | $1.11M | $191,368.74 | 20.85% |
 David Levy Diversified Enterprises LLC | 1.61M | $52.11M | $54.01M | $1.9M | 3.65% |
SEI Enhanced Low Volatility U.S. Large Cap Fund (SELV) FAQ
What is the stock price today?
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Does it pay dividends? What is the current yield?
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Has SEI Enhanced Low Volatility U.S. Large Cap Fund ever had a stock split?
SEI Enhanced Low Volatility U.S. Large Cap Fund Profile
| BATS Exchange | US Country |
Overview
This investment fund is designed with a focus on investing primarily in the equity and equity-related securities of large U.S. companies. Adhering to a strategy that involves allocating at least 80% of its net assets, in addition to any funds borrowed for investment purposes, this fund seeks to generate returns through a diversified portfolio. The emphasis on large U.S. companies stems from their potential to offer stable returns and a solid foundation for growth, making them attractive investment targets for those looking to benefit from the robust performance of the U.S. economy.
Products and Services
- Equity Securities:
- Convertible Bonds:
- Convertible Preferred Stock:
- Depositary Receipts:
- Warrants and Rights:
Investments in equity securities form the core of the fund's portfolio, focusing on shares issued by large U.S. companies. These equities are chosen based on their potential to provide significant returns, benefiting from the growth and stability of well-established companies within the robust U.S. market.
Convertible bonds are included as part of the investment strategy, offering a hybrid security with both fixed-income and equity characteristics. This allows for the potential benefit of regular interest payments, alongside the opportunity to convert into equity shares under certain conditions, thus offering a balance between income and growth.
This investment option revolves around preferred stocks that can be converted into a predetermined number of common shares, usually at the discretion of the shareholder. This feature combines dividend-paying aspects of preferred shares with the growth potential of equity investments.
Depositary Receipts, such as American Depositary Receipts (ADRs), offer a way to invest in foreign companies while the securities are traded on U.S. stock exchanges. This broadens the investment horizon of the fund, allowing it to tap into the performance of large companies on a global scale.
These equity derivatives grant the holder the right to purchase the company's stock at a specified price before the warrant or right expires. Investing in warrants and rights can leverage the fund's position in certain companies, potentially enhancing returns on investment.
