About SAAAX
SEI Institutional Managed Trust Multi-Asset Accumulation Fund Class F is an institutional mutual fund that targets total return through a diversified, multi-asset strategy. The fund seeks to balance capital appreciation and income by investing across a broad spectrum of global asset classes, including equities, government and corporate fixed income, and, at times, alternative investments. It actively allocates its portfolio, adjusting exposure both by region and sector to respond to changing market conditions, which may contribute to relatively significant shifts in asset allocation over time. Noteworthy features include exposure to both U.S. and international securities, as well as the use of derivatives such as futures and options for hedging or to access certain markets efficiently. The fund's portfolio maintains substantial liquidity and has allocations to cash, treasuries, and futures contracts, underscoring its flexibility and risk management focus. Its role in the financial market is to serve institutional investors requiring broad diversification, tactical asset allocation, and professional management within a single investment vehicle, typically appealing to entities seeking to optimize risk-adjusted returns over a market cycle.
Fund Family SEI
Category Tactical Allocation
Performance Rating Below Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol SAAAX
Share Class Class F
Index Index is not available on Lipper Database
SAAAX had a total return of 14.15% in the past year, including dividends. Since the fund's
inception, the average annual return has been 10.91%.
