SEHAX – SEI US Equity Factor Allocation A (SIIT) Investment Strategy | Morningstar

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Strategy

The investment seeks long-term growth of capital and income. Under normal market conditions, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in equity and equity-related securities, such as structured notes and convertible bonds, of U.S. companies of all capitalization ranges. It may also, to a lesser extent, invest in American Depositary Receipts (ADRs) and interests in real estate investments trusts (REITs). The fund's investment portfolio will be diversified and will not be concentrated in any particular industry or sector.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
SEHAX	SEI Institutional Investments Trust U.S. Equity Factor Allocation Fund Class A	Institutional	Open		—	Apr 26, 2018	$4.27B	0.010%	Low	$100,000	$704.59M

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