SVSAX : SEI Asset Allocation Trust Conservative Strategy Fund Class F

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

SVSAX

SEI Asset Allocation Trust Conservative Strategy Fund Class F

FI Score

54 /100

Expense Ratio Rating

9 /10

Expense Rating

7 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

54% FI Score
  • svsax
  • Mutual Fund
  • Allocation
  • All-In-One

SEI Asset Allocation Trust Conservative Strategy Fund Class F

Expenses: 0.26% (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 to manage risk of loss while providing the opportunity for modest capital appreciation. 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
16.88% SEI Multi-Asset Cap Stability Y (SIMT)
14.86% SEI Short-Duration Government Y (SDIT)
11.94% SEI Core Fixed Income Y (SIMT)
11.25% SEI Global Managed Volatility Y (SIMT)
9.90% SEI Conservative Income Y (SIMT)
7.18% SEI US Managed Volatility Y (SIMT)
6.02% SEI Multi-Asset Income Y (SIMT)
4.99% SEI Multi-Asset Inflation Mgd Y (SIMT)
3.97% SEI Real Return Y (SIMT)
3.97% SEI Ultra Short Duration Bond Y (SDIT)
3.03% SEI High Yield Bond Y (SIMT)
3.01% SEI Emerging Markets Debt Y (SIT)
3.00% SEI Multi-Asset Accumulation Y (SIMT)

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