SEI Asset Allocation Trust Market Growth Strategy Allocation Fund Class F (SGOAX) Research

This fund aims primarily for capital appreciation, with a secondary objective of generating some income. It achieves this by allocating its assets to various other SEI Funds, known as "Underlying SEI Funds," each possessing its own specific investment goals. These Underlying SEI Funds together make up the non-muni bond fund segment of the comprehensive GoalLink Strategy. In turn, these Underlying SEI Funds invest across a broad spectrum of securities and instruments from diverse asset classes. The fund's portfolio is diversified among these Underlying SEI Funds, including those focused on equities, bonds, money market instruments, and real estate.

Market snapshot

Symbol
SGOAX
Price
$31.38
Day change
+0.61%
Market cap
$139.8M
52-week range
27.91-32.24
Sector
Financial Services
Industry
Asset Management

Peer companies

  • American Century One Choice 2065 Inv (ARHVX)
  • Clifford Capital Partners Fund Investor Class (CLFFX)
  • Clifford Capital Partners Fund Institutional Class (CLIFX)
  • Western Asset Mortgage Opportunity Fund Inc. (DMO)
  • Neuberger Berman Mid Cap Instrinsic Value Fd Trust (NBREX)
  • ClearBridge Global Infrastructure Income Fund Class I (RGIVX)
  • ClearBridge Global Infrastructure Income Fund Class IS (RGSVX)
  • SEI Asset Allocation Trust Aggressive Strategy Fund Class I (SEAIX)

Open SEI Asset Allocation Trust Market Growth Strategy Allocation Fund Class F (SGOAX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.