SOKAX : SEI Asset Allocation Trust Core Market Strategy Fund Class F

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

SOKAX

SEI Asset Allocation Trust Core Market Strategy Fund Class F

FI Score

51 /100

Expense Ratio Rating

9 /10

Expense Rating

7 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

51% FI Score
  • sokax
  • Mutual Fund
  • Allocation
  • All-In-One

SEI Asset Allocation Trust Core Market 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 capital appreciation while maintaining broad equity and fixed income market participation. 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. The fund's assets may be diversified across underlying SEI bond and money market funds, equity funds, real estate funds and multi-asset funds.

Largest Holdings

Amount Holding
24.65% SEI Core Fixed Income Y (SIMT)
19.95% SEI Multi-Asset Accumulation Y (SIMT)
11.12% SEI Large Cap Y (SIMT)
10.23% SEI International Equity Y (SIT)
7.92% SEI Multi-Asset Inflation Mgd Y (SIMT)
5.04% SEI Emerging Markets Debt Y (SIT)
5.03% SEI Dynamic Asset Allocation Y (SIMT)
4.96% SEI High Yield Bond Y (SIMT)
4.96% SEI Multi-Asset Income Y (SIMT)
3.08% SEI Small Cap Y (SIMT)
3.07% SEI Emerging Markets Equity Y (SIT)

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