1 / 5 Stars
2 2 5 1 4
Zacks Investment Research
5 (Strong Sell)
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 190 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 0.57 percent over the past year, 2.06 percent over the past three years, 2.61 percent over the past five years, and 2.01 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||0.6%|
|3 Years (Annualized)||2.1%|
|5 Years (Annualized)||2.6%|
|10 Years (Annualized)||2.0%|
The investment seeks to manage risk of loss while providing current income and opportunity for limited capital appreciation. Under normal circumstances, the Defensive Strategy Fund will seek to manage risk of loss while providing current income and opportunity for limited capital appreciation. 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 Average compared to funds in the same category.
SEI Asset Allocation Trust Defensive Strategy Fund has an expense ratio of 0.36 percent.
Risk is Low compared to funds in the same category according to Morningstar.