3 / 5 Stars
2 2 5 2 2
Zacks Investment Research
Standard & Poor's
4 / 5 Stars
U.S. News evaluated 144 World 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 9.51 percent over the past year, 7.60 percent over the past three years, and 3.46 percent over the past five years.
|Trailing Returns||Updated 04.30.2013|
|Year to date||5.4%|
|3 Years (Annualized)||7.6%|
|5 Years (Annualized)||3.5%|
|10 Years (Annualized)||N/A|
The investment seeks capital appreciation, while managing the risk of loss. Under normal circumstances, the Moderate Strategy Fund will seek capital appreciation, while managing the risk of loss. It predominantly invests in Underlying SEI Funds, each of which has its own investment goal. 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.
SAAT Moderate Strategy Fund has an expense ratio of 0.37 percent.
Risk is Low compared to funds in the same category according to Morningstar.