Morningstar

SEI Asset Allocation Trust Conservative Strategy Fund Class D SSTDX

Medalist Rating as of Aug 31, 2026 See SEI Investment Hub

Strategy

The investment seeks to manage risk of loss while providing the opportunity for modest capital appreciation. 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
SICIX	SEI Asset Allocation Trust Conservative Strategy Fund Class I	Institutional	Open			Nov 17, 2003	$54,808.00	1.010%	Above Average	$100,000	−$3,834.12
SVSAX	SEI Asset Allocation Trust Conservative Strategy Fund Class F	Institutional	Open			Nov 17, 2003	$26.05M	0.760%	Average	$100,000	−$4.43M
SSTDX	SEI Asset Allocation Trust Conservative Strategy Fund Class D	Institutional	Open			Mar 25, 2011	$145,631.00	1.900%	High	$150,000	$1,486.09

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