SDYAX : SEI Institutional Managed Trust Dynamic Asset Allocation Fund Class F

SDYAX is a US Stocks Market Large Blend with MODERATE fees.

SDYAX

SEI Institutional Managed Trust Dynamic Asset Allocation Fund Class F

FI Score

52 /100

Expense Ratio Rating

6 /10

Expense Rating

3 /10

Market Score

5 /10

Category Score

10 /10

Market Size

5 /10

52% FI Score
  • sdyax
  • Mutual Fund
  • US Stocks
  • Large Blend

SEI Institutional Managed Trust Dynamic Asset Allocation Fund Class F

Expenses: 0.75% (Better than 1% of similar funds)

This is an OK choice for a Large Blend US Stocks fund. See why ยป

Fund Summary

The investment seeks long-term total return. The fund employs a dynamic investment strategy seeking to achieve, over time, a total return in excess of the broad U.S. equity market by selecting investments from among a broad range of asset classes or market exposures based upon SEI Investments Management Corporation's (SIMC or the Adviser) expectations of risk and return. Asset classes or market exposures in which the fund may invest include U.S. and foreign equities and bonds, currencies, and investment exposures to various market characteristics such as interest rates or volatility.

Largest Holdings

Amount Holding
4.92% Microsoft Corp
4.67% Apple Inc
3.58% Amazon.com Inc
1.90% Facebook Inc A
1.52% Alphabet Inc A
1.51% Alphabet Inc Class C
1.38% Johnson & Johnson
1.28% Berkshire Hathaway Inc Class B
1.18% Visa Inc Class A
1.07% JPMorgan Chase & Co
1.02% Procter & Gamble Co
1.01% UnitedHealth Group Inc
1.00% E-mini S&P 500 Future June 20
0.96% Intel Corp
0.95% The Home Depot Inc
0.94% Mastercard Inc A
0.83% Verizon Communications Inc
0.79% AT&T Inc
0.76% NVIDIA Corp
0.74% Pfizer Inc
0.74% The Walt Disney Co
0.72% Merck & Co Inc
0.71% Cisco Systems Inc
0.69% Bank of America Corp
0.68% Exxon Mobil Corp

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