SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A (SDLAX) Research
The fund pursues an adaptive investment approach, seeking over time to generate a total return superior to that of the general U.S. stock market. This is accomplished by strategically allocating capital across a wide spectrum of asset classes and market segments, with decisions informed by SIMC's assessment of potential risks and rewards. The portfolio has the flexibility to invest in diverse equity instruments, including ordinary and preference shares, exchangeable securities, various types of warrants (such as equity-linked), and depositary receipts. These holdings can originate from both domestic and international entities, including those in developing economies, spanning a wide range of company sizes and industrial sectors.
Market snapshot
- Symbol
- SDLAX
- Price
- $20.80
- Day change
- +1.02%
- Market cap
- $2.1B
- 52-week range
- 17.57-21.94
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- American Century One Choice Portfolio: Moderate Investor Class (AOMIX)
- Baron Discovery Fund Retail Shares (BDFFX)
- Baron Discovery Fund Institutional Shares (BDFIX)
- American Century Equity Growth Fund Investor Class (BEQGX)
- Columbia Select Large Cap Equity Fund Institutional 2 Class (CLCRX)
- FAM Value Fund Investor Class (FAMVX)
- Hennessy Focus Fund Institutional Class (HFCIX)
- SEI Institutional Investments Trust Large Cap Index Fund Class A (LCIAX)
Open SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A (SDLAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.