Siit U.S. Managed Volatility FundSVYAX
Type
Mutual fund
Peer group
US equity: large companies
Net assets
$299.8M
Expense ratio
0.62%
1-year return
+10.3%
3 years, a year
+12.5%
5 years, a year
+10.9%
Holdings
205
What it aims to do.
Capital appreciation with less volatility than the broad U.S. equity markets.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| VZ Verizon Communications Inc. | 1.45% |
| CSCO Cisco Systems, Inc. | 1.25% |
| BMY Bristol-Myers Squibb Company | 1.17% |
| SBC At&T Inc. | 1.12% |
| XOM Exxon Mobil Corporation | 1.10% |
| PFE Pfizer Inc. | 1.05% |
| DOX Amdocs Limited | 1.04% |
| Apple Inc. | 1.03% |
| JNJ Johnson & Johnson | 1.02% |
| GOOGL Alphabet Inc. | 0.98% |
More on SVYAX.
- SVYAX overview
- SVYAX holdings
- SVYAX risk
- SVYAX costs
- SVYAX money in and out
- SVYAX share classes
- Compare SVYAX with other funds
Returns after fees, from the fund's SEC filings up to Feb 2026. Past returns are not a promise. Not financial advice.