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.
- NAV / 1-Day Return 12.30 / 0.74 %
- Total Assets 22.1 Mil
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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.