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SEI Institutional Managed Trust - Dynamic Asset Allocation Fund (SDYAX)

14.32
-1.10
(-7.13%)
At close: April 4 at 8:02:12 PM EDT
Loading Chart for SDYAX
  • Previous Close 15.42
  • YTD Return -3.30%
  • Expense Ratio 0.75%
  • Category Large Blend
  • Last Cap Gain --
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 740.04M
  • Beta (5Y Monthly) 0.96
  • Yield 2.60%
  • 5y Average Return --
  • Holdings Turnover 14.00%
  • Last Dividend 0.46
  • Inception Date Jul 30, 2015

The fund's manager employs a dynamic investment strategy seeking to achieve, over time, a total return in excess of the broad U.S. equity market by selecting investments from among a broad range of asset classes or market exposures based upon SEI Investments Management Corporation's (SIMC or the Adviser) expectations of risk and return. Asset classes or market exposures in which the fund may invest include U.S. and foreign equities and bonds, currencies, and investment exposures to various market characteristics such as interest rates or volatility.

SEI

Fund Family

Large Blend

Fund Category

740.04M

Net Assets

2015-07-30

Inception Date

Performance Overview: SDYAX

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Trailing returns as of 4/3/2025. Category is Large Blend.

YTD Return

SDYAX
3.30%
Category
5.31%
 

1-Year Return

SDYAX
9.73%
Category
20.31%
 

3-Year Return

SDYAX
7.68%
Category
6.48%
 

5-Year Return

SDYAX
18.72%
Category
11.78%
 

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Holdings: SDYAX

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Sector Weightings

SectorSDYAX
Technology   32.29%
Healthcare   10.64%
Industrials   7.26%
Energy   3.25%
Utilities   2.54%
Real Estate   2.17%

Recent News: SDYAX

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Research Reports: SDYAX

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