Morningstar

SEI Asset Allocation Trust Aggressive Strategy Fund Class D SASDX

Morningstar Medalist Rating
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Medalist Rating as of See SEI Investment Hub
  • NAV / 1-Day Return $17.28  /  −0.40 %
  • Fund Size $98.3M
  • Adjusted Expense Ratio 1.930%
  • Net Expense Ratio 1.100%
  • Fee Level: Distribution High
  • Share Class Type Institutional
  • Morningstar Category Global Moderately Aggressive Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 1.31%
  • Turnover Ratio 15%
NAV and 1-Day Return as of

Morningstar’s Analysis SASDX

Will SASDX outperform in the 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 SASDX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SASDX 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 SASDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SEI Aggressive Strategy D (SAAT) holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

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Portfolio Holdings SASDX

More SASDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 96.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SEI Select International Equity ETF

22.17 21M
—

SEI Large Cap Y (SIMT)

13.20 13M
—

SEI Multi-Asset Accumulation Y (SIMT)

11.57 11M
—

SEI Dynamic Asset Allocation Y (SIMT)

9.39 9M
—

SEI Select Emerging Markets Equity ETF

8.93 9M
—

SEI Core Fixed Income Y (SIMT)

8.58 8M
—

SEI Select Small Cap ETF

6.38 6M
—

SEI QiM U.S. Lrg Cap Momt Actv ETF

6.24 6M
—

SEI QiM U.S. Lrg Cap Value Actv ETF

6.22 6M
—

SEI QiM U.S. Lrg Cap Qual Actv ETF

3.52 3M
—

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