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SEI Short Duration Municipal F (STET) SUMAX

Quantitative rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 9.88  /  0.00 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    0.630%
  • Expense Ratio 0.800%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Muni National Short
  • Credit Quality / Interest Rate Sensitivity
  • Min. Initial Investment 100,000
  • Status Open
  • TTM Yield 1.01%
  • Effective Duration 1.45 years

Morningstar’s Analysis SUMAX

Will SUMAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Summary

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Weakness in SEI Short Duration Municipal F (STET)'s People and Process Pillar ratings limits this strategy to a Morningstar Quantitative Rating of Negative. 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.

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