SEI Asset Allocation Trust Core Market Strategy Fund Class F SOKAX Strategy

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Strategy

The investment seeks capital appreciation while maintaining broad equity and fixed income market participation. The fund predominantly invests in other SEI Funds, each of which has its own investment goal (the Underlying SEI Funds). The Underlying SEI Funds invest, in turn, in securities and other instruments of various asset classes. The fund's assets may be diversified across underlying SEI bond and money market funds, equity funds, real estate funds and multi-asset funds.

Ticker
Name
Share Class Type
Investment Status
Morningstar Rating for Funds
Overall
Medalist Rating
Overall
Inception Date
Total Net Assets for Share Class
Adjusted Expense Ratio
Fee Level
Distribution
Minimum Initial Investment
1-Year Net Flow
SOKAX
SEI Asset Allocation Trust Core Market Strategy Fund Class FInstitutionalOpen $30.71M0.940%High$100,000−$8.70M
SCMSX
SEI Asset Allocation Trust Core Market Strategy Fund Class IInstitutionalOpen $357.001.190%High$100,000$0.57

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