4 / 5 Stars
5 5 3 2 1
Zacks Investment Research
1 (Strong Buy)
Standard & Poor's
5 / 5 Stars
#5 in Moderate Allocation
U.S. News evaluated 247 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 13.69 percent over the past year, 11.72 percent over the past three years, 22.17 percent over the past five years, and 7.85 percent over the past decade.
|Trailing Returns||Updated 02.28.2014|
|Year to date||3.5%|
|3 Years (Annualized)||11.7%|
|5 Years (Annualized)||22.2%|
|10 Years (Annualized)||7.8%|
The investment seeks to generate investment income while providing opportunity for capital appreciation. Under normal circumstances, the fund will seek to generate investment income while providing opportunity for capital appreciation. It invests in other SEI funds, each of which has its own investment goal (the Underlying SEI Funds), that form the non-Underlying Muni Bond Fund component of the GoalLink Strategy. 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, and real estate funds.
Fees are Average compared to funds in the same category.
SEI Asset Allocation Trust Conservative Strategy Allocation Fund has an expense ratio of 0.11 percent.
Risk is Above Average compared to funds in the same category according to Morningstar.