About SMSDX
The SAAT Moderate Strategy Fund is a diversified mutual fund that seeks to achieve capital appreciation while actively managing the risk of loss across changing market environments. Classified as a global, moderately conservative allocation fund, it primarily invests in a wide selection of other SEI-managed funds, including equity, fixed income, real estate, and multi-asset funds. These underlying funds cover both U.S. and international markets and span multiple investment styles, capitalization ranges, and credit qualities, including allocations to both investment grade and non-investment grade bonds. The fund's assets may be spread across equities, bonds, money market instruments, and real estate securities, with dynamic adjustments to reflect evolving market opportunities and risks. The strategy is designed for investors seeking a balance between growth and stability, emphasizing risk mitigation without eliminating the potential for losses. Launched in 2011, the fund plays a role in facilitating diversified asset allocation and risk management for portfolios, particularly as a component within broader investment strategies designed by SEI Investments Management Corporation.
Fund Family SEI
Category Mix Tgt All Mod
Stock Exchange NASDAQ
Ticker Symbol SMSDX
Share Class - Class D
Index Bloomberg U.S. Aggregate Bond TR
SMSDX had a total return of 8.97% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.64%.
