SEI Asset Allocation Trust Moderate Strategy Allocation Fund Class F (SXMAX) Research

This fund aims to achieve capital growth for investors, with an additional goal of generating some income. It primarily invests in a range of "Underlying SEI Funds," each possessing its own distinct investment objectives. These underlying funds collectively constitute a specific segment of the comprehensive GoalLink Strategy, representing the allocation that is not directly focused on municipal bond investments. In turn, these Underlying SEI Funds allocate their assets across a broad spectrum of securities and financial instruments from various asset classes. The fund's overall holdings are typically diversified, providing exposure through these underlying vehicles to SEI equity funds, fixed-income funds (such as bond and money market funds), and real estate funds.

Market snapshot

Symbol
SXMAX
Price
$16.41
Day change
-0.12%
Market cap
$38.2M
52-week range
15.81-18.13
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Innovator Equity Managed 100 Buffer ETF (BFRZ)
  • Meeder Quantex Fund Retail Class (FLCGX)
  • AMG GW&K International Small Cap Fund - Class I (MECIX)
  • Midas Fund Inc. (MIDSX)
  • MFS Managed Wealth Fund - Class A (MNWAX)
  • T. Rowe Price Target 2065 (PRSLX)
  • Meeder Quantex Fund Adviser Class (QNTAX)
  • Meeder Quantex Fund Institutional Class (QNTIX)

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