SIOAX Mutual Fund

SIOAX Mutual Fund

NAV$10.45
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Fund Essentials - as of Dec 31, 2025

Net Assets
$376M
Expense Ratio
1.21%
Dividend Yield (Current)
5.14%
Holdings
960
Inception Date
Apr 9, 2012
Fund Family
SEI Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+3.94%
1 Year+7.95%
3 Year+8.81%
5 Year+3.62%
10 Year+4.82%

Asset Allocation

Stocks: 23.39%
Bonds: 80.71%
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Top Holdings

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TickerNameWeight
-Us 5Yr Note (Cbt) Mar26 Financial Commodity Future.3.88%
-Us 2Yr Note (Cbt) Mar26 Financial Commodity Future.1.49%
SRLNSpdr Blackstone Senior Loan Et Spdr Blackstone Senior Loan 4.45% 2043-03-011.19%
BKLNInvesco Senior Loan ETF0.59%
D05:SIDbs Group Holdings Ltd.0.53%
Top 10 Concentration: 10.10%Report Date: Dec 31, 2025
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Dividend Summary

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Dividend Yield (Current)
5.14%
Frequency
Monthly
Latest Distribution
$0.04
-

Peer Comparison

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

SIOAX Mutual Fund Overview

SIOAX Mutual Fund (SIMT Multi-Asset Income Fund Class F) is managed by SEI Funds with $376.2M in net assets. SIOAX expense ratio is 1.21%, holding 960 positions across sectors including Financials, Energy, Health Care. Inception date: 2012-04-09.

SIOAX performance shows a YTD return of 3.94%. The 1-year return is 7.95% and the 5-year return is 3.62%. SIOAX dividend yield stands at 5.14%, paid monthly.

SIOAX top holdings include Us 5Yr Note (Cbt) Mar26 Financial Commodity Future. (3.9%), Us 2Yr Note (Cbt) Mar26 Financial Commodity Future. (1.5%), Spdr Blackstone Senior Loan Et Spdr Blackstone Senior Loan 4.45% 2043-03-01 (1.2%), Invesco Senior Loan ETF (0.6%), Dbs Group Holdings Ltd. (0.5%). Go to all SIOAX holdings, SIOAX sectors, or SIOAX dividends.

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