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SEI Tax-Managed Agrsv Strat F (SAAT) (SISAX)

23.41
-1.24
(-5.02%)
At close: 8:02:13 PM EDT
Loading Chart for SISAX
  • Previous Close 24.65
  • YTD Return -0.20%
  • Expense Ratio 1.09%
  • Category Allocation--85%+ Equity
  • Last Cap Gain 0.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating
  • Net Assets 80.84M
  • Beta (5Y Monthly) 1.21
  • Yield 1.81%
  • 5y Average Return --
  • Holdings Turnover --
  • Last Dividend 0.47
  • Inception Date Nov 17, 2003

The fund invests in other SEI Funds, each of which has its own investment goal (the Underlying SEI Funds). 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.

SEI

Fund Family

Allocation--85%+ Equity

Fund Category

80.84M

Net Assets

2003-11-17

Inception Date

Performance Overview: SISAX

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Trailing returns as of 4/3/2025. Category is Allocation--85%+ Equity.

YTD Return

SISAX
0.20%
Category
13.38%
 

1-Year Return

SISAX
4.21%
Category
40.77%
 

3-Year Return

SISAX
5.76%
Category
13.59%
 

5-Year Return

SISAX
14.19%
Category
13.52%
 

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Holdings: SISAX

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Sector Weightings

SectorSISAX
Technology   20.06%
Industrials   12.37%
Healthcare   11.58%
Energy   3.37%
Real Estate   2.16%
Utilities   1.65%

Recent News: SISAX

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Research Reports: SISAX

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