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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 10.03  /  −0.10 %
  • Total Assets 31.5 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 2.85%
  • Turnover 18%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 12:13 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
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Portfolio Holdings SSTDX

More SSTDX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 85.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SEI Multi-Asset Cap Stability Y (SIMT)

17.06 5.6 Mil
—

SEI Core Fixed Income Y (SIMT)

14.53 4.7 Mil
—

SEI Short-Duration Government Y (SDIT)

14.01 4.6 Mil
—

SEI Conservative Income Y (SIMT)

9.83 3.2 Mil
—

SEI Global Managed Volatility Y (SIMT)

9.35 3.1 Mil
—

SEI Multi-Asset Inflation Mgd Y (SIMT)

4.95 1.6 Mil
—

SEI Multi-Asset Income Y (SIMT)

4.43 1.4 Mil
—

SEI Real Return Y (SIMT)

3.95 1.3 Mil
—

SEI Ultra Short Duration Bond Y (SDIT)

3.94 1.3 Mil
—

SEI Enhanced Low Volatil US Lg Cap ETF

3.85 1.3 Mil
—