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SEI Moderate Strategy Allc F (SAAT) SXMAX

Quantitative rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 17.68  /  0.51 %
  • Total Assets 56.5 Mil
  • 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.



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.

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