Morningstar

SEI Asset Allocation Trust Core Market Strategy Allocation Fund Class F SKTAX

Morningstar Medalist Rating
Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 21.55  /  0.00
  • Total Assets 20.0M
  • Adj. Expense Ratio
    1.070%
  • Expense Ratio 0.370%
  • 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 1.92%
  • Turnover 13%

USD | NAV as of Jul 17, 2026 | 1-Day Return as of Jul 17, 2026, 12:18 AM GMT+0

Morningstar’s Analysis SKTAX

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

  • People Pillar

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

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SEI Core Market Strategy Allc F (SAAT) holds a quantitatively derived Bronze Morningstar Medalist Rating. The rating reflects that it has scored better than the norm on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SKTAX

More SKTAX Holdings
  • 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)

55.82 11M
—

SEI International Equity Y (SIT)

15.94 3M
—

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

14.30 3M
—

SEI Tax-Advantaged Income Y (STET)

8.00 2M
—

SEI Emerging Markets Debt Y (SIT)

3.99 794,886
—

SEI Emerging Markets Equity Y (SIT)

1.95 389,434
—

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