2 / 5 Stars
3 3 1 1 2
Zacks Investment Research
Standard & Poor's
3 / 5 Stars
U.S. News evaluated 233 Moderate 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 18.47 percent over the past year, 10.31 percent over the past three years, 14.31 percent over the past five years, and 5.91 percent over the past decade.
|Trailing Returns||Updated 06.30.2014|
|Year to date||5.7%|
|3 Years (Annualized)||10.3%|
|5 Years (Annualized)||14.3%|
|10 Years (Annualized)||5.9%|
The investment seeks long-term capital appreciation. Under normal circumstances, the Aggressive Strategy Fund will seek to generate long-term 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 equity funds, bond and money market funds, real estate funds and multi-asset funds.
Fees are Average compared to funds in the same category.
SEI Asset Allocation Trust Aggressive Strategy Fund has an expense ratio of 0.36 percent.
Risk is High compared to funds in the same category according to Morningstar.