SAAT Moderate Strategy A
SEI Asset Allocation Trust 1 Freedom Valley Drive Oaks, PA 19456
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Phone: 800-342-5734
| Category: | Conservative Allocation | | Fund Family: | SEI | | Net Assets: | 296.99M | | Year-to-Date Return: | 17.62% | | Yield: | 3.45% | | 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 capital appreciation, while managing the risk of loss. The fund invests in a combination of underlying SEI funds. It invests approximately 20% to 100% of assets in investment grade bonds and money market funds, 0% to 50% in U.S. equity funds, 0% to 35% in non-investment grade bonds, 0% to 25% in real estate funds, and 0% to 25% in international equity funds. |
| Last Dividend
(5-Oct-09):
| 0.06 | | Last Cap Gain
(4-Dec-09):
| 0.12 | | Annual Holdings Turnover
| 76.00% | | Average for Category:
| 75.60% |
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| Expense | SMOAX | Category
Avg | | Total Expense Ratio: | %
| 0.86% | | Max 12b1 Fee: | %
| N/A | | Max Front End Sales Load: | %
| 4.91% | | Max Deferred Sales Load: | %
| 2.65% | | 3 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $642 | | 5 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $987 | | 10 Yr Expense Projection*: |
$ YFT_NOT_APPLICABLE_ABBREVIATION | $1,946 |
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