SCMSX Mutual Fund
SCMSX Mutual Fund
SCMSX Mutual Fund
SEI Asset Allocation Trust - Core Market Strategy Fund Class I
SCMSX Mutual Fund Overview
SCMSX Mutual Fund (SEI Asset Allocation Trust - Core Market Strategy Fund Class I) is managed by SEI Funds with $238.34 in net assets. SCMSX expense ratio is 1.50%, holding 15 positions across various sectors. Inception date: 2003-11-17.
SCMSX performance shows a YTD return of 8.62%. The 1-year return is 13.87% and the 5-year return is 4.50%. SCMSX dividend yield stands at 2.76%, paid quarterly.
SCMSX top holdings include Sei Core Fixed Income-y Mutual Fund (25.9%), Sei Institutional Managed Trust Multi-asset Accumulation Fund Class Y (12.0%), SEI SELECT INTL EQUITY MUTUAL FUND (10.4%), Sei Multi-asset Infl-y Mutual Fund (7.6%), Sei Dynamic Asset Aloc-y Mutual Fund (5.8%). Go to all SCMSX holdings, SCMSX sectors, or SCMSX dividends.
SCMSX can be compared against other funds. Use SCMSX overlap to find shared positions, or SCMSX vs another fund for a side-by-side view. SCMSX alternatives are available via the screener, along with tax-loss harvesting opportunities.