SRWAX : SEI Asset Allocation Trust Market Growth Strategy Fund Class F

SRWAX is a Allocation Market Total World with LOW fees.

SRWAX

SEI Asset Allocation Trust Market Growth Strategy Fund Class F

FI Score

63 /100

Expense Ratio Rating

10 /10

Expense Rating

7 /10

Market Score

5 /10

Category Score

5 /10

Market Size

5 /10

63% FI Score
  • srwax
  • Mutual Fund
  • Allocation
  • Total World

SEI Asset Allocation Trust Market Growth Strategy Fund Class F

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

This is an OK choice for a Total World 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 Equity funds, bond and money market funds, real estate funds and multi-asset funds.

Largest Holdings

Amount Holding
19.79% SEI Multi-Asset Accumulation Y (SIMT)
16.30% SEI Large Cap Y (SIMT)
15.27% SEI International Equity Y (SIT)
13.66% SEI Core Fixed Income Y (SIMT)
7.83% SEI Multi-Asset Inflation Mgd Y (SIMT)
6.06% SEI Dynamic Asset Allocation Y (SIMT)
5.03% SEI High Yield Bond Y (SIMT)
5.02% SEI Emerging Markets Debt Y (SIT)
4.00% SEI Emerging Markets Equity Y (SIT)
4.00% SEI Multi-Asset Income Y (SIMT)
3.04% SEI Small Cap Y (SIMT)

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