SEATX Mutual Fund

SEATX Mutual Fund

NAV$8.82
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Fund Essentials - as of May 31, 2026

Net Assets
$582M
Expense Ratio
1.08%
Dividend Yield (Current)
4.12%
Holdings
472
Inception Date
Sep 4, 2007
Fund Family
SEI Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+1.40%
1 Year+4.54%
3 Year+4.08%
5 Year+0.37%
10 Year+2.80%

Asset Allocation

Stocks: 2.91%
Bonds: 96.80%
Cash: 0.23%
Other: 0.06%
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Top Holdings

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TickerNameWeight
-Us Treasury N/B 3.38% 02/29/2028 3.381.65%
-Puerto Rico Cmwlth1.47%
-Us Treasury N/B 3.50% 02/28/2031 3.51.30%
TX TXSWTR 4.88 10/15Texas Water Development Board 4.875 10-15-20481.29%
-Take Back & Exit Facility 10/21/20271.12%
Top 10 Concentration: 11.34%Report Date: May 31, 2026
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Dividend Summary

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Dividend Yield (Current)
4.12%
Frequency
Monthly
Latest Distribution
$0.03
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

SEATX Mutual Fund Overview

SEATX Mutual Fund (STET Tax-Advantaged Income Fund Class F) is managed by SEI Funds with $582.4M in net assets. SEATX expense ratio is 1.08%, holding 472 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2007-09-04.

SEATX performance shows a YTD return of 1.40%. The 1-year return is 4.54% and the 5-year return is 0.37%. SEATX dividend yield stands at 4.12%, paid monthly.

SEATX top holdings include Us Treasury N/B 3.38% 02/29/2028 3.38 (1.6%), Puerto Rico Cmwlth (1.5%), Us Treasury N/B 3.50% 02/28/2031 3.5 (1.3%), Texas Water Development Board 4.875 10-15-2048 (1.3%), Take Back & Exit Facility 10/21/2027 (1.1%). Go to all SEATX holdings, SEATX sectors, or SEATX dividends.

SEATX can be compared against other funds. Use SEATX overlap to find shared positions, or SEATX vs another fund for a side-by-side view. SEATX alternatives are available via the screener, along with tax-loss harvesting opportunities.