Nasdaq - Delayed Quote USD

SEI Core Market Strategy Allc F (SAAT) (SKTAX)

22.40 -0.13 (-0.58%)
At close: 8:06:07 AM EST

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

  • (Junk)CommonWealth PPS
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Ameriprise Brokerage
  • Raymond James
  • Raymond James WRAP Eligible
  • Commonwealth Universe
  • DailyAccess Corporation RTC
  • Matrix Financial Solutions
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • HD Vest - Vest Advisor
  • Securities America Advisors
  • Securities America Inc.
  • DailyAccess Corporation Matrix
  • LPL SWM
  • HD Vest
  • 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 21.96M
YTD Return 16.67%
Yield 1.57%
Morningstar Rating
Inception Date Nov 17, 2003

Performance & Risk

YTD Return 15.79%
5y Average Return 9.53%
Rank in Category (ytd) 79
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.21
Morningstar Risk Rating

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