SMGAX : SEI Asset Allocation Trust Conservative Strategy Allocation Fund Class F

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

SMGAX

SEI Asset Allocation Trust Conservative Strategy Allocation Fund Class F

FI Score

48 /100

Expense Ratio Rating

9 /10

Expense Rating

7 /10

Market Score

1 /10

Category Score

5 /10

Market Size

1 /10

48% FI Score
  • smgax
  • Mutual Fund
  • Allocation
  • All-In-One

SEI Asset Allocation Trust Conservative Strategy Allocation Fund Class F

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

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

Fund Summary

The investment seeks to generate investment income while providing opportunity for capital appreciation. 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.

Largest Holdings

Amount Holding
33.02% SEI High Yield Bond Y (SIMT)
31.82% SEI US Managed Volatility Y (SIMT)
15.18% SEI Real Estate Y (SIMT)

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