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SEI Core Market Strategy F (SAAT) SOKAX

Quantitative rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 9.83  /  0.91 %
  • Total Assets 46.0 Mil
  • Adj. Expense Ratio
  • Expense Ratio 1.080%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 4.54%
  • Turnover 15%

Morningstar’s Analysis SOKAX

Will SOKAX outperform in future?

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

Summary

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Weakness in SEI Core Market Strategy F (SAAT)'s People and Process Pillar ratings limits this strategy 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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