Category
A category is a way to group investments based on similar risk, return, and behavior profiles.
SEI Mutual Funds
View all of SEI’s mutual funds and start searching for your next investment.
Below are pre-screened investment lists to kickstart the process.
All lists can be further sorted by data points such as Morningstar Ratings, Total Return Rankings, Fee Level Rating and Morningstar Category.
SEI Funds List
Share Class Type
1 to 25 of 151 Results
Name
|
Ticker
|
Morningstar Category
|
Morningstar Rating for Funds
Overall
|
Morningstar Sustainability Rating
|
Total Return
YTD
|
Total Return Rank in Category
YTD
|
Adjusted Expense Ratio
|
Fee Level
Distribution
|
Share Class Type
|
Minimum Initial Investment
|
|---|---|---|---|---|---|---|---|---|---|---|
| SEI Dynamic Asset Allocation A (SIIT) | SDLAX | Large Blend | 9.98% | 39 | 0.070% | Low | Institutional | $100,000 | ||
| SEI High Yield Bond A (SIIT) | SGYAX | High Yield Bond | — | 2.26% | 26 | 0.280% | Low | Institutional | $100,000 | |
| SEI Opportunistic Income A (SIIT) | ENIAX | Ultrashort Bond | — | 3.32% | 3 | 0.250% | Low | Institutional | $100,000 | |
| SEI Real Return A (SIIT) | RRPAX | Inflation-Protected Bond | 0.97% | 9 | 0.020% | Low | Institutional | $100,000 | ||
| SEI Tax-Advantaged Income F (STET) | SEATX | Intermediate Core-Plus Bond | — | 2.60% | 2 | 0.860% | High | Institutional | $100,000 | |
| SEI Tax-Advantaged Income Y (STET) | STAYX | Intermediate Core-Plus Bond | — | 2.68% | 1 | 0.610% | High | Institutional | $100,000 | |
| SEI Tax-Managed Mgd Volatility F (SIMT) | TMMAX | Large Value | 9.05% | 13 | 1.000% | High | Institutional | $100,000 | ||
| SEI Aggressive Strategy F (SAAT) | SSGAX | Global Allocation | 6.00% | 21 | 1.120% | High | Institutional | $100,000 | ||
| SEI Aggressive Strategy I (SAAT) | SEAIX | Global Allocation | 5.62% | 22 | 1.370% | High | Institutional | $100,000 | ||
| SEI Core Fixed Income A (SIIT) | SCOAX | Intermediate Core Bond | −1.99% | 86 | 0.130% | Low | Institutional | $100,000 | ||
| SEI Defensive Strategy F (SAAT) | SNSAX | Short-Term Bond | — | 1.60% | 16 | 0.620% | High | Institutional | $100,000 | |
| SEI Defensive Strategy I (SAAT) | SEDIX | Short-Term Bond | — | 1.57% | 20 | 0.870% | High | Institutional | $100,000 | |
| SEI Dynamic Asset Allocation F (SIMT) | SDYAX | Large Blend | 9.60% | 50 | 0.750% | Above Average | Institutional | $100,000 | ||
| SEI Dynamic Asset Allocation Y (SIMT) | SDYYX | Large Blend | 9.51% | 49 | 0.500% | Below Average | Institutional | $100,000 | ||
| SEI Emerging Markets Equity A (SIIT) | SMQFX | Diversified Emerging Mkts | 7.62% | 22 | 0.630% | Low | Institutional | $100,000 | ||
| SEI Global Managed Volatility A (SIIT) | SGMAX | Global Large-Stock Value | 7.13% | 51 | 0.250% | Low | Institutional | $100,000 | ||
| SEI High Yield Bond F (SIMT) | SHYAX | High Yield Bond | — | 2.11% | 29 | 0.890% | High | Institutional | $100,000 | |
| SEI High Yield Bond I (SIMT) | SEIYX | High Yield Bond | — | 1.79% | 38 | 1.060% | High | Institutional | $100,000 | |
| SEI High Yield Bond Y (SIMT) | SIYYX | High Yield Bond | — | 2.23% | 27 | 0.640% | Below Average | Institutional | $100,000 | |
| SEI Intermediate-Term Municipal Y (STET) | SINYX | Muni National Interm | — | 0.26% | 28 | 0.380% | Low | Institutional | $100,000 | |
| SEI Large Cap Growth F (SIMT) | SELCX | Large Growth | 12.92% | 30 | 0.890% | High | Institutional | $100,000 | ||
| SEI Large Cap Growth I (SIMT) | SPGIX | Large Growth | 12.83% | 34 | 1.110% | High | Institutional | $100,000 | ||
| SEI Large Cap Growth Y (SIMT) | SLRYX | Large Growth | 12.63% | 28 | 0.640% | Below Average | Institutional | $100,000 | ||
| SEI Large Cap Index A (SIIT) | LCIAX | Large Blend | 9.59% | 49 | 0.050% | Low | Institutional | $100,000 | ||
| SEI Multi-Asset Cap Stability Y (SIMT) | SMLYX | Conservative Allocation | — | 2.20% | 21 | 0.520% | Low | Institutional | $100,000 |
SEI Funds - Default List Criteria
This list shows only funds that are open to new purchases or limited and does not include funds that are closed to new investments.
Quick Definitions: Key Morningstar Terms
Category
Morningstar Medalist Rating for Funds
Morningstar Rating™ for Funds
Percentile Rank