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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