4 / 5 Stars
5 5 1 2 4
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
4 / 5 Stars
#4 in Aggressive Allocation
U.S. News evaluated 123 Aggressive Allocation Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.
The fund has returned 18.14 percent over the past year, 11.07 percent over the past three years, 18.18 percent over the past five years, and 6.47 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.1%|
|3 Years (Annualized)||11.1%|
|5 Years (Annualized)||18.2%|
|10 Years (Annualized)||6.5%|
The investment seeks long-term capital appreciation. Under normal circumstances, the Tax-Managed Aggressive Strategy Fund will seek to generate long-term capital appreciation. It invests in other SEI funds, each of which has its own investment goal (the Underlying SEI Funds). The Underlying SEI Funds invest, in turn, in securities and other instruments of various asset classes. The fund's assets may be diversified across Underlying SEI equity funds, bond and money market funds, and real estate funds.
Fees are Low compared to funds in the same category.
SEI Asset Allocation Trust Tax-Managed Aggressive Strategy Fund has an expense ratio of 0.11 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.