Morningstar

SEI Asset Allocation Trust Defensive Strategy Allocation Fund Class F STDAX

Rating as of Sep 30, 2026 See SEI Investment Hub

Strategy

The investment seeks to generate investment income while providing opportunity for capital appreciation. The fund invests in other SEI Funds, each of which has its own investment goal (the Underlying SEI Funds), that form the non-underlying muni bond fund component of the GoalLink Strategy. The Underlying SEI Funds invest, in turn, in securities and other instruments of various asset classes.

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
STDAX	SEI Asset Allocation Trust Defensive Strategy Allocation Fund Class F	Institutional	Open		—	Nov 17, 2003	$1.17M	0.640%	Low	$100,000	−$293,086.92

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