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Nasdaq - Delayed Quote USD

SEI Market Growth Strategy Allc F (SAAT) (SGOAX)

25.00
-1.33
(-5.04%)
At close: 8:02:12 PM EDT

Investment Information

Min Initial Investment
100,000
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Morgan Stanley - Brokerage Accounts
  • Pershing FundCenter
  • Schwab Institutional
  • Scottrade Load
  • Shareholders Services Group
  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Ameriprise Brokerage
  • Schwab Institutional Only
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • RBC Wealth Management-Network Eligible
  • DailyAccess Corporation RTC
  • Morgan Stanley Consulting Group Advisor
  • Matrix Financial Solutions
  • Trade PMR Transaction Fee
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Securities America Advisors
  • MSWM Brokerage
  • Securities America Inc.
  • Vanguard TF
  • Morgan Stanley Portfolio Management
  • DailyAccess Corporation Matrix
  • Schwab All (Retail, Instl, Retirement)
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • Avantax
  • Allowab (non-advisory)

Fund Summary

The fund invests in other SEI Funds, each of which has its own investment goal (the Underlying SEI Funds), that form the non-underlying muni bond fund component of the GoalLink Strategy. The Underlying SEI Funds invest, in turn, in securities and other instruments of various asset classes. The fund's assets may be diversified across Underlying SEI equity funds, bond and money market funds and real estate funds.

Fund Overview

Category Allocation--85%+ Equity
Fund Family SEI
Net Assets 122.67M
YTD Return -0.18%
Yield 1.80%
Morningstar Rating
Inception Date Nov 17, 2003

Performance & Risk

YTD Return -3.12%
5y Average Return 14.52%
Rank in Category (ytd) 20
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.21
Morningstar Risk Rating

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