SMOAX : SEI Asset Allocation Trust Moderate Strategy Fund Class F

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

SMOAX

SEI Asset Allocation Trust Moderate Strategy Fund Class F

FI Score

57 /100

Expense Ratio Rating

9 /10

Expense Rating

7 /10

Market Score

3 /10

Category Score

5 /10

Market Size

3 /10

57% FI Score
  • smoax
  • Mutual Fund
  • Allocation
  • All-In-One

SEI Asset Allocation Trust Moderate Strategy Fund Class F

Expenses: 0.31% (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 capital appreciation, while managing the risk of loss. The fund predominantly 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.

Largest Holdings

Amount Holding
15.84% SEI Core Fixed Income Y (SIMT)
15.27% SEI Global Managed Volatility Y (SIMT)
14.92% SEI Multi-Asset Accumulation Y (SIMT)
10.23% SEI US Managed Volatility Y (SIMT)
9.88% SEI Multi-Asset Cap Stability Y (SIMT)
7.89% SEI Short-Duration Government Y (SDIT)
4.99% SEI Multi-Asset Income Y (SIMT)
4.96% SEI Multi-Asset Inflation Mgd Y (SIMT)
4.07% SEI Large Cap Y (SIMT)
3.02% SEI High Yield Bond Y (SIMT)
3.00% SEI Emerging Markets Debt Y (SIT)
2.97% SEI Real Return Y (SIMT)
2.96% SEI Ultra Short Duration Bond Y (SDIT)

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