Morningstar

SEI Asset Allocation Trust Conservative Strategy Fund Class D SSTDX

Morningstar Medalist Rating
Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 10.89  /  0.00
  • Total Assets 27.7M
  • Adj. Expense Ratio
    1.550%
  • Expense Ratio —
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Global Conservative Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 2.44%
  • Turnover 13%

USD | NAV as of Jul 15, 2026 | 1-Day Return as of Jul 15, 2026, 12:11 AM GMT+0

Morningstar’s Analysis SSTDX

Will SSTDX 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 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.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SEI Conservative Strategy D (SAAT) holds a quantitatively derived Negative Morningstar Medalist Rating. The rating indicates the model sees limited potential for the strategy to outperform peers on a risk-adjusted basis over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SSTDX

More SSTDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 88.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SEI Multi-Asset Cap Stability Y (SIMT)

17.25 5M
—

SEI Core Fixed Income Y (SIMT)

15.24 4M
—

SEI Short-Duration Government Y (SDIT)

14.20 4M
—

SEI Global Managed Volatility Y (SIMT)

9.98 3M
—

SEI Conservative Income Y (SIMT)

9.97 3M
—

SEI Multi-Asset Income Y (SIMT)

5.26 1M
—

SEI Multi-Asset Inflation Mgd Y (SIMT)

4.94 1M
—

SEI Real Return Y (SIMT)

3.99 1M
—

SEI Ultra Short Duration Bond Y (SDIT)

3.99 1M
—

SEI DBi Multi-Strategy Alternative ETF

3.20 884,254
—

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