About SDLAX
The SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A is a mutual fund that utilizes a dynamic investment strategy to seek total returns exceeding those of the broad U.S. equity market over time. Managed by multiple investment teams, the fund actively allocates assets across various sectors, employing both long and short positions to respond to changing market conditions. Its holdings are diversified, with significant exposure to large-cap U.S. equities, government securities, and technology companies such as Apple, Microsoft, and NVIDIA, as well as positions in futures and cash equivalents. The fund is classified within the "Large Blend" category, indicating a balanced approach between growth and value stocks, and its portfolio turnover is notably low, suggesting a stable, long-term orientation. With total assets around $1.7 billion and a low expense ratio, the fund is designed for institutional investors seeking to participate in a strategically managed, diversified portfolio that adapts its allocation based on market outlooks and risk assessments.
Fund Family SEI
Category Allocation--70% to 85% Equity
Performance Rating High
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol SDLAX
Share Class - Class A
Index S&P 500 TR
SDLAX had a total return of 18.89% in the past year, including dividends. Since the fund's
inception, the average annual return has been 24.90%.
