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SEI Conservative Strategy Allc F (SAAT) SMGAX

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%

Morningstar’s Analysis SMGAX

Will SMGAX outperform in future?

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

Summary

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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.

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