About SXMAX
SEI Asset Allocation Trust Moderate Strategy Allocation Fund Class F is a diversified mutual fund designed to provide a balanced approach to investing through a moderate asset allocation strategy. The fund's primary function is to seek long-term capital appreciation and income by investing across multiple asset classes, including equities, fixed income, and alternative investments. Its portfolio predominantly comprises other SEI-managed funds, with the top holdings covering managed volatility equities, high-yield bonds, government securities, tax-managed large-cap stocks, real estate, and international equities. This structure allows for broad diversification while leveraging SEI’s expertise in asset management.
The fund is categorized within the moderately aggressive allocation sector, typically maintaining a fixed-income allocation between 17% and 66%, which positions it for a balance between growth potential and risk moderation. SEI Asset Allocation Trust Moderate Strategy Allocation Fund Class F benchmarks its performance against indices such as the S&P 500, MSCI EAFE, and the Bloomberg Barclays Aggregate Bond Index, providing broad exposure to both domestic and international markets. Its role in the financial market is to offer investors a disciplined, risk-managed way to participate in multiple asset classes through a single investment vehicle.
Fund Family SEI
Category Allocation--70% to 85% Equity
Performance Rating Below Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol SXMAX
Share Class - Class F
Index S&P 500 TR
SXMAX had a total return of 10.34% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.29%.
