SEI Defensive Strategy Allc F (SAAT) holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.
SEI Asset Allocation Trust Defensive Strategy Allocation Fund Class F STDAX
- NAV / 1-Day Return 11.15 / 0.00
- Total Assets 1.4M
-
Adj. Expense Ratio
0.630%
- Expense Ratio 0.520%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Tactical Allocation
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 4.56%
- Turnover 17%
USD | NAV as of Jun 11, 2026 | 1-Day Return as of Jun 11, 2026, 1:38 AM GMT+0
Morningstar’s Analysis STDAX
Will STDAX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the STDAX 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 STDAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 19.3
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
SEI Government Institutional (SDIT) | 80.72 | 1M | Cash and Equivalents |
SEI Tax-Advantaged Income Y (STET) | 19.28 | 275,441 | — |
United States