SEI Asset Allocation Trust Defensive Strategy Allocation Fund Class F (STDAX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
11.18
+0.01 (0.09%)
Feb 17, 2026, 1:51 PM EST
Fund Assets1.51M
Expense Ratio0.90%
Min. Investment$100,000
Turnovern/a
Dividend (ttm)0.50
Dividend Yield4.47%
Dividend Growth-9.71%
Payout FrequencyQuarterly
Ex-Dividend DateDec 30, 2025
Previous Close11.17
YTD Return0.45%
1-Year Return4.28%
5-Year Return16.50%
52-Week Low10.69
52-Week High11.18
Beta (5Y)0.08
Holdings2
Inception DateNov 14, 2003

About STDAX

The SEI Asset Allocation Trust Defensive Strategy Allocation Fund Class F (STDAX) seeks to invest in a combination of underlying SEI Funds that invest primarily in U.S. and/or foreign common stocks and U.S. municipal securities, and to a lesser extent, U.S. and/or foreign fixed income securities of varying credit quality, and securities of real estate companies.

Category Tactical Allocation
Stock Exchange NASDAQ
Ticker Symbol STDAX
Share Class - Class F
Index S&P 500 TR

Performance

STDAX had a total return of 4.28% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.86%.

Top Holdings

NameSymbolWeight
SEI Daily Income Trust - Government FundSEOXX80.74%
SEI Institutional Managed Trust High Yield Bond Fund Class YSIYYX19.26%

Dividend History

Ex-DividendAmountPay Date
Dec 30, 2025$0.1442Dec 31, 2025
Oct 6, 2025$0.1201Oct 7, 2025
Jul 8, 2025$0.1303Jul 9, 2025
Apr 4, 2025$0.1045Apr 7, 2025
Dec 30, 2024$0.1337Dec 31, 2024
Oct 7, 2024$0.1449Oct 8, 2024
Full Dividend History