Morningstar

SEI Asset Allocation Trust Aggressive Strategy Fund Class F SSGAX

Morningstar Medalist Rating
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Medalist Rating as of See SEI Investment Hub
  • NAV / 1-Day Return $17.78  /  −0.39 %
  • Fund Size $98.3M
  • Adjusted Expense Ratio 0.880%
  • Net Expense Ratio 0.350%
  • Fee Level: Distribution Above Average
  • Share Class Type Institutional
  • Morningstar Category Global Moderately Aggressive Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) —
  • Investment Status Open
  • TTM Yield 1.97%
  • Turnover Ratio 15%
NAV and 1-Day Return as of

Morningstar’s Analysis SSGAX

Will SSGAX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SSGAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SSGAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SSGAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SEI Aggressive Strategy F (SAAT) holds a quantitatively derived Silver Morningstar Medalist Rating. The rating reflects that it has scored well on factors Morningstar research associates with future outperformance relative to category peers.

by Morningstar Automated Analysis
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Portfolio Holdings SSGAX

More SSGAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 96.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SEI Select International Equity ETF

22.17 21M
—

SEI Large Cap Y (SIMT)

13.20 13M
—

SEI Multi-Asset Accumulation Y (SIMT)

11.57 11M
—

SEI Dynamic Asset Allocation Y (SIMT)

9.39 9M
—

SEI Select Emerging Markets Equity ETF

8.93 9M
—

SEI Core Fixed Income Y (SIMT)

8.58 8M
—

SEI Select Small Cap ETF

6.38 6M
—

SEI QiM U.S. Lrg Cap Momt Actv ETF

6.24 6M
—

SEI QiM U.S. Lrg Cap Value Actv ETF

6.22 6M
—

SEI QiM U.S. Lrg Cap Qual Actv ETF

3.52 3M
—

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