SISAX : SEI Asset Allocation Trust Tax-Managed Aggressive Strategy Fund Class F

SISAX is a Allocation Market All-In-One with LOW fees.

SISAX

SEI Asset Allocation Trust Tax-Managed Aggressive Strategy Fund Class F

FI Score

50 /100

Expense Ratio Rating

9 /10

Expense Rating

7 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

50% FI Score
  • sisax
  • Mutual Fund
  • Allocation
  • All-In-One

SEI Asset Allocation Trust Tax-Managed Aggressive Strategy Fund Class F

Expenses: 0.35% (Better than 1% of similar funds)

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

Fund Summary

The investment seeks long-term capital appreciation. The fund invests in other SEI Funds, each of which has its own investment goal (the Underlying SEI Funds). 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.

Largest Holdings

Amount Holding
56.18% SEI Tax-Managed Large Cap Y (SIMT)
16.22% SEI International Equity Y (SIT)
14.32% SEI Tax-Managed Small/Mid Cap Y(SIMT)
7.51% SEI High Yield Bond Y (SIMT)
3.83% SEI Emerging Markets Debt Y (SIT)
1.94% SEI Emerging Markets Equity Y (SIT)

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