SEI Institutional Investments Trust Core Fixed Income Fund Class A (SCOAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
9.05
+0.02 (0.22%)
At close: Feb 13, 2026
Fund Assets9.87B
Expense Ratio0.38%
Min. Investment$100,000
Turnover373.00%
Dividend (ttm)0.38
Dividend Yield4.15%
Dividend Growth0.51%
Payout FrequencyMonthly
Ex-Dividend DateJan 30, 2026
Previous Close9.03
YTD Return1.25%
1-Year Return8.89%
5-Year Return1.06%
52-Week Low8.36
52-Week High9.05
Beta (5Y)0.29
Holdings3190
Inception DateJun 14, 1996

About SCOAX

SEI Institutional Investments Trust Core Fixed Income Fund Class A is a mutual fund specializing in fixed income investments. Its primary objective is to provide current income while preserving capital. The fund allocates at least 80% of its net assets to a diversified range of fixed income securities, including investment-grade and below-investment-grade (high-yield) U.S. and foreign corporate and government bonds, as well as mortgage-backed and asset-backed securities. It can also include exposures to emerging markets and employs derivatives such as futures, forwards, and swaps to manage interest rate and yield curve risk. A distinguishing feature of the fund is its multi-manager structure, which leverages the expertise of various sub-advisers to diversify investment strategies and manage different segments of the portfolio. Serving primarily large institutional investors, the fund plays a significant role in providing stable, income-oriented exposure within the intermediate-term core bond segment of the market. Its investment approach emphasizes balancing risk and return through careful sector and credit analysis, making it a foundational allocation for fixed income portfolios seeking broad diversification and risk management in changing market environments.

Fund Family SEI
Category Intermediate Core Bond
Performance Rating Above Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol SCOAX
Share Class - Class A
Index Bloomberg U.S. Aggregate Bond TR

Performance

SCOAX had a total return of 8.89% in the past year, including dividends. Since the fund's inception, the average annual return has been 8.45%.

Dividend History

Ex-DividendAmountPay Date
Jan 30, 2026$0.032Jan 30, 2026
Dec 31, 2025$0.0318Dec 31, 2025
Nov 28, 2025$0.0305Nov 28, 2025
Oct 31, 2025$0.0318Oct 31, 2025
Sep 30, 2025$0.031Sep 30, 2025
Aug 29, 2025$0.0322Aug 29, 2025
Full Dividend History