SGOAX Mutual Fund
SGOAX Mutual Fund
SGOAX Mutual Fund
SEI Asset Allocation Trust Market Growth Strategy Allocation Fund Class F
SGOAX Mutual Fund Overview
SGOAX Mutual Fund (SEI Asset Allocation Trust Market Growth Strategy Allocation Fund Class F) is managed by SEI Funds with $136.9M in net assets. SGOAX expense ratio is 1.37%, holding 6 positions across various sectors. Inception date: 2003-11-17.
SGOAX performance shows a YTD return of 9.98%. The 1-year return is 20.04% and the 5-year return is 9.14%. SGOAX dividend yield stands at 10.63%, paid quarterly.
SGOAX top holdings include Sei Institutional Managed Trust Tax Managed Large Cap Fund Class Y (56.1%), Sei International Equity-y Mutual Fund (15.9%), SEI TAX MGD SM MID CAP-Y MUTUAL FUND (14.0%), Sei High Yield Bond-y Mutual Fund (8.0%), Sei Inst Inst Emg Mkt Debt-y Mutual Fund (4.0%). Go to all SGOAX holdings, SGOAX sectors, or SGOAX dividends.
SGOAX can be compared against other funds. Use SGOAX overlap to find shared positions, or SGOAX vs another fund for a side-by-side view. SGOAX alternatives are available via the screener, along with tax-loss harvesting opportunities.