Morningstar

SEI Institutional Managed Trust Dynamic Asset Allocation Fund Class Y SDYYX

Morningstar Medalist Rating
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Medalist Rating as of See SEI Investment Hub
  • NAV / 1-Day Return $18.34  /  +0.82 %
  • Fund Size $843.9M
  • Adjusted Expense Ratio 0.500%
  • Net Expense Ratio 0.520%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Moderately Aggressive Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 1.58%
  • Turnover Ratio 8%
NAV and 1-Day Return as of

Morningstar’s Analysis SDYYX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SEI Dynamic Asset Allocation Y (SIMT) 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.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SDYYX

More SDYYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 43.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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22.86 250M
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Cash

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Cash and Equivalents

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Technology

Recv Trsjmfx121e 11/16/26

4.20 46M
Government

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