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Morningstar

SEI Core Market Strategy I (SAAT) SCMSX

Morningstar Medalist Rating
Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 11.38  /  0.26 %
  • 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 Medium / Moderate
  • Status Open
  • TTM Yield 4.44%
  • Turnover 16%

USD | NAV as of Nov 29, 2023 | 1-Day Return as of Nov 29, 2023, 1:29 AM GMT+0

Morningstar’s Analysis SCMSX

Will SCMSX 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 SCMSX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SCMSX 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 SCMSX’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 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 highest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings SCMSX

More SCMSX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 17
  • % Assets in Top 10 Holdings 83.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SEI Core Fixed Income Y (SIMT)

25.77
10,180,160
—

SEI Multi-Asset Accumulation Y (SIMT)

12.56
4,959,933
—

SEI International Equity Y (SIT)

9.16
3,616,608
—

SEI Multi-Asset Inflation Mgd Y (SIMT)

8.01
3,165,630
—

SEI Dynamic Asset Allocation Y (SIMT)

6.00
2,368,315
—

SEI Large Cap Y (SIMT)

5.21
2,058,836
—

SEI Global Managed Volatility Y (SIMT)

5.03
1,987,295
—

SEI Emerging Markets Equity Y (SIT)

4.05
1,601,104
—

SEI Emerging Markets Debt Y (SIT)

4.03
1,591,938
—

SIMT Liquid Alternative Y

4.01
1,584,028
—