3 / 5 Stars
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Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 187 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 8.73 percent over the past year, 6.26 percent over the past three years, 9.28 percent over the past five years, and 4.71 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||4.7%|
|3 Years (Annualized)||6.3%|
|5 Years (Annualized)||9.3%|
|10 Years (Annualized)||4.7%|
The investment seeks capital appreciation, while managing the risk of loss. The fund will seek capital appreciation, while managing the risk of loss. Managing the risk of loss does not mean preventing losses, but rather managing the fund in a manner intended to limit the level of losses that the fund could incur over any particular period. It predominantly invests in other SEI funds, each of which has its own investment goal (the Underlying SEI Funds). 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 Moderate Strategy Fund has an expense ratio of 0.36 percent.
Risk is Below Average compared to funds in the same category according to Morningstar.