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SEI Core Market Strategy I (SAAT) SCMSX

Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 12.12  /  +0.50 %
  • Total Assets 41.0 Mil
  • Adj. Expense Ratio
    1.310%
  • Expense Ratio 1.310%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Moderately Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 2.42%
  • Turnover 16%

USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 11:24 PM GMT+0

Morningstar’s Analysis SCMSX

Will SCMSX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of a middling Process Pillar rating and a Low People Pillar rating limit SEI Core Market Strategy I(SAAT) to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

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Portfolio Holdings SCMSX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 82.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SEI Core Fixed Income Y (SIMT)

25.37 10.3 Mil

SEI Multi-Asset Accumulation Y (SIMT)

12.40 5.0 Mil

SEI International Equity Y (SIT)

9.17 3.7 Mil

SEI Multi-Asset Inflation Mgd Y (SIMT)

7.86 3.2 Mil

SEI Dynamic Asset Allocation Y (SIMT)

5.97 2.4 Mil

SEI Large Cap Y (SIMT)

5.24 2.1 Mil

SEI Global Managed Volatility Y (SIMT)

4.95 2.0 Mil

SEI Emerging Markets Equity Y (SIT)

4.02 1.6 Mil

SEI Emerging Markets Debt Y (SIT)

3.96 1.6 Mil

SIMT Liquid Alternative Y

3.96 1.6 Mil