SIFAX : SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund Class F

SIFAX is a Allocation Market All-In-One with HIGH fees.

SIFAX

SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund Class F

FI Score

32 /100

Expense Ratio Rating

2 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

32% FI Score
  • sifax
  • Mutual Fund
  • Allocation
  • All-In-One

SEI Institutional Managed Trust Multi-Asset Inflation Managed Fund Class F

Expenses: 1.52% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks total return exceeding the rate of inflation. Under normal circumstances, the fund will seek to generate "real return" (i.e., total returns that exceed the rate of inflation over a full market cycle, regardless of market conditions) by selecting investments from among a broad range of asset classes, including fixed income and equity securities and commodity investments. Equity securities may include common or preferred stocks, warrants, rights, depositary receipts, equity-linked securities and other equity interests. The fund is non-diversified.

Largest Holdings

Amount Holding
17.86% United States Treasury Notes 0.38%
14.84% United States Treasury Notes 0.62%
7.03% United States Treasury Notes 0.62%
5.22% United States Treasury Notes 0.38%
4.83% United States Treasury Notes 0.62%
3.90% 2 Year Treasury Note Future June 20
3.52% United States Treasury Bonds 2.38%
3.39% United States Treasury Notes 0.12%
3.30% United States Treasury Notes 0.12%
3.03% United States Treasury Notes 0.12%
2.79% United States Treasury Bonds 2%
2.77% Exxon Mobil Corp
2.45% Chevron Corp
2.32% United States Treasury Notes 0.12%
2.12% United States Treasury Notes 0.12%
1.98% United States Treasury Notes 0.12%
1.77% United States Treasury Notes 0.12%
1.55% United States Treasury Notes 0.25%
1.37% Procter & Gamble Co

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo