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Morningstar

SEI Defensive Strategy Allc F (SAAT) STDAX

Morningstar Medalist Rating
Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 11.09  /  0.00
  • Total Assets 2.5 Mil
  • Adj. Expense Ratio
    0.630%
  • Expense Ratio 0.630%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Tactical Allocation
  • Investment Style Small Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 6.14%
  • Turnover 34%

USD | NAV as of Apr 25, 2024 | 1-Day Return as of Apr 25, 2024, 12:05 AM GMT+0

Morningstar’s Analysis STDAX

Will STDAX outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable STDAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the STDAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of STDAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Low People Pillar rating limit SEI Defensive Strategy Allc F(SAAT) to a Morningstar Medalist Rating of Neutral.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the cheapest fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings STDAX

More STDAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 19.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SEI Government Institutional (SDIT)

80.77 2.1 Mil
Cash and Equivalents

SEI High Yield Bond Y (SIMT)

19.23 488,580
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