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Morningstar

SEI Conservative Strategy D (SAAT) SSTDX

Morningstar Medalist Rating
Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 9.98  /  0.10 %
  • Total Assets 33.4 Mil
  • Adj. Expense Ratio
    1.530%
  • Expense Ratio 1.530%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 3.57%
  • Turnover 18%

USD | NAV as of Nov 28, 2023 | 1-Day Return as of Nov 28, 2023, 1:17 AM GMT+0

Morningstar’s Analysis SSTDX

Will SSTDX outperform in 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 SSTDX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the SSTDX 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 SSTDX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The combination of a middling Process Pillar rating and a Low People Pillar rating limit SEI Conservative Strategy D(SAAT) to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

Fees are a weakness here. The strategy's lofty fees are a high hurdle to clear, as it is priced within the most expensive quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings SSTDX

More SSTDX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 17
  • % Assets in Top 10 Holdings 85.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SEI Multi-Asset Cap Stability Y (SIMT)

17.13
5,625,611
—

SEI Core Fixed Income Y (SIMT)

14.58
4,788,293
—

SEI Short-Duration Government Y (SDIT)

14.14
4,642,600
—

SEI Conservative Income Y (SIMT)

9.93
3,259,022
—

SEI Global Managed Volatility Y (SIMT)

9.39
3,082,114
—

SEI Multi-Asset Inflation Mgd Y (SIMT)

4.95
1,625,867
—

SEI Multi-Asset Income Y (SIMT)

4.44
1,458,055
—

SEI Ultra Short Duration Bond Y (SDIT)

3.97
1,304,244
—

SEI Real Return Y (SIMT)

3.97
1,302,849
—

SEI Enhanced Low Volatil US Lg Cap ETF

3.33
1,093,858
—