COIAX : SEI Institutional Managed Trust Conservative Income Fund Class F

COIAX is a Alternative Market Short with MODERATE fees.

COIAX

SEI Institutional Managed Trust Conservative Income Fund Class F

FI Score

48 /100

Expense Ratio Rating

7 /10

Expense Rating

7 /10

Market Score

4 /10

Category Score

0 /10

Market Size

4 /10

48% FI Score
  • coiax
  • Mutual Fund
  • Alternative
  • Short

SEI Institutional Managed Trust Conservative Income Fund Class F

Expenses: 0.30% (Better than 1% of similar funds)

This is a bad choice for a Short Alternative fund. See why ยป

Fund Summary

The investment seeks principal preservation and a high degree of liquidity while providing current income. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in U.S. dollar-denominated debt securities that the fund's sub-adviser (the Sub-Adviser) believes present minimal credit risks to the fund. It will invest at least 25% of its assets in securities issued by companies in the financial services industry, but may invest less than 25% of its assets in this industry as a temporary defensive measure.

Largest Holdings

Amount Holding
1.25% Jets Stadium Development, LLC 0.45%
0.31% United States Treasury Notes 0.35%

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