SXMAX : SEI Asset Allocation Trust Moderate Strategy Allocation Fund Class F

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

SXMAX

SEI Asset Allocation Trust Moderate Strategy Allocation Fund Class F

FI Score

50 /100

Expense Ratio Rating

9 /10

Expense Rating

7 /10

Market Score

2 /10

Category Score

5 /10

Market Size

2 /10

50% FI Score
  • sxmax
  • Mutual Fund
  • Allocation
  • All-In-One

SEI Asset Allocation Trust Moderate Strategy Allocation 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 to provide the opportunity for capital appreciation with some opportunity to generate income. 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
46.28% SEI US Managed Volatility Y (SIMT)
17.76% SEI High Yield Bond Y (SIMT)
10.70% SEI Tax-Managed Large Cap Y (SIMT)
5.61% SEI International Equity Y (SIT)
5.36% SEI Real Estate Y (SIMT)

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