Advertisement
Skip to Content
Morningstar

SEI Conservative Strategy Allc F (SAAT) SMGAX

Morningstar Analyst Rating
Quantitative rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 12.30  /  0.74 %
  • Total Assets 22.1 Mil
  • Adj. Expense Ratio
    —
  • Expense Ratio 0.920%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Allocation—50% to 70% Equity
  • Investment Style Mid Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 5.88%
  • Turnover 12%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 12:52 AM GMT+00:00

Morningstar’s Analysis SMGAX

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

People Pillar

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

Summary

|

The combination of a middling Process Pillar rating and a Low People Pillar rating limit SEI Conservative Strategy Allc F (SAAT) to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

Unlock our full analysis with Morningstar Investor