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Nasdaq - Delayed Quote USD
SEI Moderate Strategy Allc F (SAAT) (SXMAX)
16.12
-0.64
(-3.84%)
At close: 8:02:14 PM EDT
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16.76 - YTD Return 2.46%
- Expense Ratio 0.95%
- Category Allocation--70% to 85% Equity
- Last Cap Gain 0.00
- Morningstar Rating
- Morningstar Risk Rating Below Average
- Sustainability Rating
- Net Assets 41.25M
- Beta (5Y Monthly) 0.82
- Yield 4.13%
- 5y Average Return --
- Holdings Turnover --
- Last Dividend 0.76
- Inception Date Nov 14, 2003
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.
SEI
Fund Family
Allocation--70% to 85% Equity
Fund Category
41.25M
Net Assets
2003-11-14
Inception Date
Performance Overview: SXMAX
View MoreTrailing returns as of 4/3/2025. Category is Allocation--70% to 85% Equity.
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Holdings: SXMAX
View MoreSector Weightings
SectorSXMAX
Technology 20.32%
Healthcare 13.53%
Financial Services 12.35%
Industrials 10.18%
Consumer Cyclical 9.88%
Consumer Defensive 9.65%
Real Estate 9.03%
Communication Services 8.24%
Energy 2.81%
Utilities 2.44%
Basic Materials 1.58%
Recent News: SXMAX
View MoreResearch Reports: SXMAX
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