Low volatility mutual funds with steady gains
October 18, 2016 3:34 PM
Clients, rattled by political concerns at home and abroad, may rest easier knowing their portfolios include funds that are built for low volatility and aspire to offer steady returns.
Managed volatility funds dominate the list of top five-year performers based on returns.
Some of the top performing funds also offer low fees — the SEI Institutional Investments Trust U.S. Managed Volatility Fund, for instance, has an expense ratio of 24 basis points.
Data from Morningstar.
Managed volatility funds dominate the list of top five-year performers based on returns.
Some of the top performing funds also offer low fees — the SEI Institutional Investments Trust U.S. Managed Volatility Fund, for instance, has an expense ratio of 24 basis points.
Data from Morningstar.
MAI Managed Volatility Institutional (MAIPX)
3-Yr. Return: 4.42%
5-Yr. Return: 6.73%
Expense Ratio: 0.99%
Total Assets (millions): $105
5-Yr. Return: 6.73%
Expense Ratio: 0.99%
Total Assets (millions): $105
INTECH International Mgd Volatility A (JMIAX)
3-Yr. Return: 2.86%
5-Yr. Return: 9.31%
Expense Ratio: 1.24%
Total Assets (millions): $102
5-Yr. Return: 9.31%
Expense Ratio: 1.24%
Total Assets (millions): $102
Invesco Global Low Volatility Eq Yld A (GTNDX)
3-Yr. Return: 2.26%
5-Yr. Return: 9.56%
Expense Ratio: 1.48%
Total Assets (millions): $119
5-Yr. Return: 9.56%
Expense Ratio: 1.48%
Total Assets (millions): $119
SEI Global Managed Volatility A (SIMT) (SVTAX)
3-Yr. Return: 10.91%
5-Yr. Return: 12.53%
Expense Ratio: 1.11%
Total Assets (millions): $1,703
5-Yr. Return: 12.53%
Expense Ratio: 1.11%
Total Assets (millions): $1,703
Invesco Low Volatility Equity Yield A (SCAUX)
3-Yr. Return: 5.91%
5-Yr. Return: 12.68%
Expense Ratio: 1.15%
Total Assets (millions): $272
5-Yr. Return: 12.68%
Expense Ratio: 1.15%
Total Assets (millions): $272
Nuveen Symphony Low Volatility Equity A (NOPAX)
3-Yr. Return: 10.57%
5-Yr. Return: 14.79%
Expense Ratio: 1.05%
Total Assets (millions): $148
5-Yr. Return: 14.79%
Expense Ratio: 1.05%
Total Assets (millions): $148
SEI Tax-Managed Mgd Volatility A (SIMT) (TMMAX)
3-Yr. Return: 11.73%
5-Yr. Return: 14.95%
Expense Ratio: 1%
Total Assets (millions): $1,186
5-Yr. Return: 14.95%
Expense Ratio: 1%
Total Assets (millions): $1,186
SEI US Managed Volatility A (SIMT) (SVOAX)
3-Yr. Return: 11.62%
5-Yr. Return: 15.23%
Expense Ratio: 1%
Total Assets (millions): $1,605
5-Yr. Return: 15.23%
Expense Ratio: 1%
Total Assets (millions): $1,605
SEI US Managed Volatility A (SIIT) (SVYAX)
3-Yr. Return: 12.48
5-Yr. Return: 15.97%
Expense Ratio: 0.24%
Total Assets (millions): $1,495
5-Yr. Return: 15.97%
Expense Ratio: 0.24%
Total Assets (millions): $1,495
INTECH US Mgd Volatility A (JRSAX)
3-Yr. Return: 10.05%
5-Yr. Return: 16.23%
Expense Ratio: 0.93%
Total Assets (millions): $518
5-Yr. Return: 16.23%
Expense Ratio: 0.93%
Total Assets (millions): $518
