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Morningstar

SEI Aggressive Strategy I (SAAT) SEAIX

Morningstar Medalist Rating
Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 13.66  /  +0.96 %
  • Total Assets 95.7 Mil
  • Adj. Expense Ratio
    1.370%
  • Expense Ratio 1.370%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Global Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 1.81%
  • Turnover 18%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 11:48 PM GMT+0

Morningstar’s Analysis SEAIX

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

  • People Pillar

    The People Pillar is our evaluation of the SEAIX 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 SEAIX’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 Aggressive 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 second-costliest quintile among peers.

by Morningstar Manager Research
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Portfolio Holdings SEAIX

More SEAIX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 93.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SEI International Equity Y (SIT)

19.59 19.2 Mil
—

SEI Large Cap Y (SIMT)

12.96 12.7 Mil
—

SEI Multi-Asset Accumulation Y (SIMT)

11.64 11.4 Mil
—

SEI Dynamic Asset Allocation Y (SIMT)

9.43 9.2 Mil
—

SEI Enhanced US Large Cap Momt Fac ETF

8.08 7.9 Mil
—

SEI Core Fixed Income Y (SIMT)

7.68 7.5 Mil
—

SEI Enhanced US Large Cap Value Fac ETF

7.64 7.5 Mil
—

SEI Emerging Markets Equity Y (SIT)

7.51 7.4 Mil
—

SEI Small Cap Y (SIMT)

5.68 5.6 Mil
—

SEI Enhanced US Large Cap Qual Fac ETF

3.71 3.6 Mil
—