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SEI Moderate Strategy I (SAAT) SMSIX

Quantitative rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 11.44  /  0.61 %
  • Total Assets 99.0 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.210%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 3.95%
  • Turnover 11%

Morningstar’s Analysis SMSIX

Will SMSIX 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 Moderate Strategy I (SAAT) to a Morningstar Quantitative Rating of Negative. Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the second-highest quintile among peers.

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