FP101816_0_edited-1.png
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.
FP101816_10.png

MAI Managed Volatility Institutional (MAIPX)

3-Yr. Return: 4.42%
5-Yr. Return: 6.73%
Expense Ratio: 0.99%
Total Assets (millions): $105
FP101816_9.png

INTECH International Mgd Volatility A (JMIAX)

3-Yr. Return: 2.86%
5-Yr. Return: 9.31%
Expense Ratio: 1.24%
Total Assets (millions): $102
FP101816_8.png

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
FP101816_7.png

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
FP101816_6.png

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
FP101816_5.png

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
FP101816_4.png

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
FP101816_3.png

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
FP101816_2.png

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
FP101816_1_edit.png

INTECH US Mgd Volatility A (JRSAX)

3-Yr. Return: 10.05%
5-Yr. Return: 16.23%
Expense Ratio: 0.93%
Total Assets (millions): $518
MORE FROM FINANCIAL PLANNING