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SEI Moderate Strategy Allc F (SAAT) SXMAX

Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 17.48  /  +0.11 %
  • Total Assets 50.3 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level High
  • Share Class Type Institutional
  • Category Moderately Aggressive Allocation
  • Investment Style Mid Value
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 3.93%
  • Turnover 16%

USD | NAV as of May 18, 2024 | 1-Day Return as of May 18, 2024, 12:08 AM GMT+0

Morningstar’s Analysis SXMAX

Will SXMAX outperform in future?

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

The combination of a middling Process Pillar rating and a Low People Pillar rating limit SEI Moderate Strategy Allc F(SAAT) to a Morningstar Medalist Rating of Negative.

null Morningstar Manager Research

Morningstar Manager Research

Summary

The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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Portfolio Holdings SXMAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 85.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SEI US Managed Volatility Y (SIMT)

45.92 22.8 Mil

SEI High Yield Bond Y (SIMT)

18.13 9.0 Mil

SEI Government Institutional (SDIT)

14.58 7.2 Mil
Cash and Equivalents

SEI Tax-Managed Large Cap Y (SIMT)

10.40 5.2 Mil

SEI International Equity Y (SIT)

5.58 2.8 Mil

SEI Real Estate Y (SIMT)

5.40 2.7 Mil