5 / 5 Stars
5 5 4 5 1
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
#5 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 21.84 percent over the past year, and 12.85 percent over the past three years.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-3.2%|
|3 Years (Annualized)||12.9%|
|5 Years (Annualized)||N/A|
|10 Years (Annualized)||N/A|
The investment seeks long-term total return. The fund seeks to achieve its objective through a risk-controlled, disciplined process that is designed to attempt to capture returns from short- and intermediate-term market anomalies that may arise in particular asset classes within a broad range of possible asset classes. It seeks to generate total return over time by selecting investments from among a broad range of asset classes based upon SIMC's expectations of risk and return.
Fees are Low compared to funds in the same category.
SEI Institutional Investments Trust Dynamic Asset Allocation Fund has an expense ratio of 0.10 percent.
Risk is Low compared to funds in the same category according to Morningstar.