Morningstar

SEI Asset Allocation Trust Moderate Strategy Allocation Fund Class F SXMAX

Morningstar Medalist Rating
Medalist Rating as of | See SEI Investment Hub
  • NAV / 1-Day Return 16.80  /  −0.18 %
  • Total Assets 38.3M
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio —
  • 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 3.67%
  • Turnover 13%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis SXMAX

Will SXMAX outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SXMAX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SXMAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SXMAX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

SEI Moderate Strategy Allc F (SAAT) holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
Rated on Published on

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Portfolio Holdings SXMAX

More SXMAX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 85.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

SEI US Managed Volatility Y (SIMT)

45.98 17M
—

SEI Tax-Advantaged Income Y (STET)

18.07 7M
—

SEI Government Institutional (SDIT)

14.49 5M
Cash and Equivalents

SEI Tax-Managed Large Cap Y (SIMT)

10.52 4M
—

SEI Real Estate Y (SIMT)

5.48 2M
—

SEI International Equity Y (SIT)

5.45 2M
—

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