SAAT Tax-Managed Aggressive Strategy A
1 Freedom Valley Drive Oaks PA 19456
Map
Phone: 800-342-5734
| Category: | Large Blend | | Fund Family: | SEI | | Net Assets: | 52.02M | | Year-to-Date Return: | 22.90% | | Yield: | 2.07% | | Morningstar Rating: |  | | Fund Inception Date: | 17-Nov-03 |
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Daniel Nevins
Lead Manager since
31-Jul-06 | | | Nevins is currently the managing director of SIMC's portfolio strategy team. Along with leading the portfolio strategy team, Nevins oversees research on investment strategies for individual and institutional investors. He joined SIMC in 1999 and led research groups in the individual investment planning and asset allocation areas prior to assuming his current responsibilities. Nevins holds the Chartered Financial Analyst designation. |
| Min Initial Investment: | $100,000 | | Min Initial Investment, IRA: | NaN | | Min Initial Investment, AIP: | NaN | | Min Subsequent Investment: | $1,000 | | Min Subsequent Investment, IRA: | N/A | | Min Subsequent Investment, AIP: | N/A |
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| The investment seeks long-term capital appreciation. The fund invests in the underlying SEI funds. It invests approximately 40% to 100% of assets in U.S. equity funds, 0% to 40% in international equity funds, 0% to 20% in real estate funds, 0% to 25% in investment grade bonds and money market funds, and 0% to 40% in non investment grade bonds. |
| Last Dividend
(5-Oct-09):
| 0.04 | | Last Cap Gain
(5-Dec-08):
| 0.02 | | Annual Holdings Turnover
| 126.00% | | Average for Category:
| 78.94% |
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| Expense | SISAX | Category
Avg | | Total Expense Ratio: | 1.36%
| 1.08% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 5.25% | | Max Deferred Sales Load: | %
| 2.60% | | 3 Yr Expense Projection*: |
$ 431 | $776 | | 5 Yr Expense Projection*: |
$ 745 | $1,291 | | 10 Yr Expense Projection*: |
$ 1,635 | $2,371 |
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