4 / 5 Stars
2 2 4 2 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
#56 in Conservative Allocation
U.S. News evaluated 183 Conservative 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 4.21 percent over the past year, 6.39 percent over the past three years, 11.45 percent over the past five years, and 4.99 percent over the past decade.
|Trailing Returns||Updated 01.31.2014|
|Year to date||-1.2%|
|3 Years (Annualized)||6.4%|
|5 Years (Annualized)||11.5%|
|10 Years (Annualized)||5.0%|
The investment seeks capital appreciation while maintaining broad equity and fixed income market participation. Under normal circumstances, the Core Market Strategy Fund will seek to generate capital appreciation while maintaining broad equity and fixed income market participation. It predominantly 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 bond and money market funds, equity funds, real estate funds and multi-asset funds.
Fees are Low compared to funds in the same category.
SEI Asset Allocation Trust Core Market Strategy Fund has an expense ratio of 0.11 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.