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SEI Moderate Strategy Allc A (SAAT) (SXMAX) Fund Ranking and Research

Ranking, Research and Recommendation of SEI Moderate Strategy Allc A (SAAT) (SXMAX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of SEI Moderate Strategy Allc A (SAAT) Fund (SXMAX) ManagerFund Manager - James R. Solloway

Fund Manager Information

Fund Manager Tenure: 9.9 years
Fund Family: SEI
Fund Category: Allocation--70% to 85% Equity
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.85)     (What does this score mean?)

 

Graph of SEI Moderate Strategy Allc A (SAAT) Fund (SXMAX) ProfileSEI Moderate Strategy Allc A (SAAT) Fund (SXMAX) Profile

Fund Profile and Description

SEI Moderate Strategy Allc A (SAAT) Fund seeks to provide the opportunity for capital appreciation with some opportunity to generate income. SEI Moderate Strategy Allc A (SAAT) Fund invests in underlying SEI funds that form the non-underlying Muni Bond fund component of the tax-managed moderate GoalLink Strategy. It invests in one or more underlying SEI funds that invest primarily in U.S. and/or foreign common stocks and U.S. and/or foreign non-investment grade fixed income securities. SEI Moderate Strategy Allc A (SAAT) Fund invests to a lesser extent in underlying SEI funds that invest primarily in securities of real estate companies and U.S. short-term investment grade fixed income securities, including inflation-sensitive securities.

 

SEI Moderate Strategy Allc A (SAAT) (SXMAX) Fund Strength What we like about SEI Moderate Strategy Allc A (SAAT) (SXMAX) Fund

Data for SEI Moderate Strategy Allc A (SAAT) Fund (SXMAX) as of May 30, 2016

  • SEI Moderate Strategy Allc A (SAAT) Fund (SXMAX) management has been with SEI Moderate Strategy Allc A (SAAT) Fund for 9.9 years
  • SEI Moderate Strategy Allc A (SAAT) Fund (SXMAX) has good short-term performance (1-year return 0.16% vs -3.85% Allocation--70% to 85% Equity category median performance)
  • SEI Moderate Strategy Allc A (SAAT) Fund (SXMAX) has good mid-term performance (3-year return 8.42% vs 5.62% Allocation--70% to 85% Equity category median performance)
  • SEI Moderate Strategy Allc A (SAAT) Fund (SXMAX) has good Long-term performance (5-year return 9.17% vs 5.88% Allocation--70% to 85% Equity category median performance)
  • SEI Moderate Strategy Allc A (SAAT) Fund (SXMAX) ratio of up-years vs down years is greater than 2
  • SEI Moderate Strategy Allc A (SAAT) Fund (SXMAX) has a Morningstar rating of 4 and above
  • SEI Moderate Strategy Allc A (SAAT) Fund (SXMAX) is less volatile than its peers as it has a 3-year Standard Deviation of 8.42, lower than category average of 9.46
  • SEI Moderate Strategy Allc A (SAAT) Fund (SXMAX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

SEI Moderate Strategy Allc A (SAAT) Fund (SXMAX) Weakness What we are cautious about SEI Moderate Strategy Allc A (SAAT) (SXMAX) Fund

Data for SEI Moderate Strategy Allc A (SAAT) Fund (SXMAX) as of May 30, 2016

See SEI Moderate Strategy Allc A (SAAT) Fund (SXMAX) performance details as of May 30, 2016

 

What do you think?

 

Compare SEI Moderate Strategy Allc A (SAAT) Fund (SXMAX)Compare with other top Allocation--70% to 85% Equity category mutual funds

Aadditional top Allocation--70% to 85% Equity mutual funds for your consideration

FundYear to Date1 Year3 year5 year
SEI Moderate Strategy Allc A (SAAT)3.850.168.429.17
American Funds Income Fund of Amer R6 (RIDGX)4.610.676.887.98Compare
Delaware Dividend Income Instl (DDIIX)4.31-0.726.057.28Compare
Wells Fargo Advantage Divers Cptl Bldr I (EKBYX)9.021.8410.728.76Compare

See top fund managers for Allocation--70% to 85% Equity Category Funds

 

Compare SEI Moderate Strategy Allc A (SAAT) Fund (SXMAX)Compare with Allocation--70% to 85% Equity category ETFs

Some Allocation--70% to 85% Equity ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares Core Aggressive Allocation (AOA)000

 

Graph of SEI Moderate Strategy Allc A (SAAT) Fund (SXMAX) Net Asset TrackingSEI Moderate Strategy Allc A (SAAT) (SXMAX) Fund Net Asset

Track net asset change of SEI Moderate Strategy Allc A (SAAT) fund (SXMAX)

DateNet Asset
05/2016$89.56M
03/2016$89.69M
02/2016$85.48M
More historic net asset information on SEI Moderate Strategy Allc A (SAAT) Fund (SXMAX)

  

Graph of SEI Moderate Strategy Allc A (SAAT) Fund (SXMAX) Portfolio TrackingSEI Moderate Strategy Allc A (SAAT) (SXMAX) Fund Portfolio Allocation

Track portfolio allocation change of SEI Moderate Strategy Allc A (SAAT) fund (SXMAX)

DateCashStockBondOther
05/20164.73%78.14%16.42%0.45%
03/20164.16%78.1%16.59%0.92%
01/20164.82%77.31%16.83%0.81%
Click here to see more historic asset allocation information on SEI Moderate Strategy Allc A (SAAT) Fund (SXMAX)

 

graph of SEI Moderate Strategy Allc A (SAAT) Fund (SXMAX) Top 10 Position TrackingTop 10 Holdings in SEI Moderate Strategy Allc A (SAAT) (SXMAX) Fund

Discover what SEI Moderate Strategy Allc A (SAAT) Fund (SXMAX) manager is buying

May 30, 2016
SEI US Managed Volatility Y (SIMT) [46.06%]
SEI Tax-Managed Large Cap Y (SIMT) [18.13%]
SEI High Yield Bond Y (SIMT) [17.96%]
SEI International Equity Y (SIT) [9.03%]
SEI Real Estate Y (SIMT) [8.82%]

Mar 30, 2016
SEI US Managed Volatility Y (SIMT) [46.05%]
SEI Tax-Managed Large Cap Y (SIMT) [17.95%]
SEI High Yield Bond Y (SIMT) [17.81%]
SEI Real Estate Y (SIMT) [9.18%]
SEI International Equity Y (SIT) [9.02%]

Jan 30, 2016
SEI US Managed Volatility Y (SIMT) [46.34%]
SEI Tax-Managed Large Cap Y (SIMT) [17.97%]
SEI High Yield Bond Y (SIMT) [17.87%]
SEI International Equity Y (SIT) [8.92%]
SEI Real Estate Y (SIMT) [8.9%]
Click here for Stock Holding Change Map in SEI Moderate Strategy Allc A (SAAT) Fund (SXMAX)

  

Latest News on SEI Moderate Strategy Allc A (SAAT) (SXMAX) Fund

See what is happening with SEI Moderate Strategy Allc A (SAAT) Fund (SXMAX)

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SEI Moderate Strategy Allc A (SAAT) Fund (SXMAX) Related ResourcesSee more information on SEI Moderate Strategy Allc A (SAAT) (SXMAX) Fund

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