The combination of a middling Process Pillar rating and a Low People Pillar rating limit SEI Moderate Strategy Allc F (SAAT) to a Morningstar Quantitative Rating of Negative. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.
- NAV / 1-Day Return 17.68 / 0.51 %
- Total Assets 56.5 Mil
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Adj. Expense Ratio
- Expense Ratio 0.930%
- Distribution Fee Level High
- Share Class Type Institutional
- Category Allocation—70% to 85% Equity
- Investment Style Large Value
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 3.50%
- Turnover 15%
Morningstar’s Analysis SXMAX
Will SXMAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.