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SEI Market Growth Strategy Allc F (SAAT) SGOAX

Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 27.63  /  −0.50 %
  • Total Assets 126.2 Mil
  • Adj. Expense Ratio
    1.090%
  • Expense Ratio 1.090%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Aggressive Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.87%
  • Turnover 6%

USD | NAV as of Jun 15, 2024 | 1-Day Return as of Jun 15, 2024, 12:09 AM GMT+0

Morningstar’s Analysis SGOAX

Will SGOAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

The combination of a middling Process Pillar rating and a Low People Pillar rating limit SEI Market Growth Strategy Allc F(SAAT) to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings SGOAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 100.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SEI Tax-Managed Large Cap Y (SIMT)

55.99 70.5 Mil

SEI International Equity Y (SIT)

16.17 20.3 Mil

SEI Tax-Managed Small/Mid Cap Y(SIMT)

14.11 17.8 Mil

SEI High Yield Bond Y (SIMT)

7.83 9.9 Mil

SEI Emerging Markets Debt Y (SIT)

3.95 5.0 Mil

SEI Emerging Markets Equity Y (SIT)

1.95 2.5 Mil