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Morningstar

SEI Defensive Strategy Allc F (SAAT) STDAX

Morningstar Medalist Rating
Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 11.28  /  0.09 %
  • Total Assets 3.2 Mil
  • Adj. Expense Ratio
    0.630%
  • Expense Ratio 0.630%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Moderate Allocation
  • Investment Style Small Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 5.50%
  • Turnover 34%

USD | NAV as of Sep 23, 2023 | 1-Day Return as of Sep 23, 2023, 12:18 AM GMT+0

Morningstar’s Analysis STDAX

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

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.

Weakness in SEI Defensive Strategy Allc F(SAAT)'s People and Process Pillar ratings limits this strategy to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The portfolio maintains a sizable cost advantage over competitors, priced within the least expensive fee quintile among peers.

by Morningstar Manager Research
Rated on Published on

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Portfolio Holdings STDAX

More STDAX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 19.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SEI Government Institutional (SDIT)

80.69
2,610,420
Cash and Equivalents

SEI High Yield Bond Y (SIMT)

19.31
624,693
—