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.
- NAV / 1-Day Return 11.44 / 0.61 %
- Total Assets 99.0 Mil
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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.