SKTAX Mutual Fund
SKTAX Mutual Fund
SKTAX Mutual Fund
SEI Asset Allocation Trust Core Market Strategy Allocation Fund Class F
SKTAX Mutual Fund Overview
SKTAX Mutual Fund (SEI Asset Allocation Trust Core Market Strategy Allocation Fund Class F) is managed by SEI Funds with $28.0M in net assets. SKTAX expense ratio is 1.37%, holding 6 positions across various sectors. Inception date: 2003-11-17.
SKTAX performance shows a YTD return of 10.00%. The 1-year return is 20.05% and the 5-year return is 9.13%. SKTAX dividend yield stands at 15.81%, paid quarterly.
SKTAX top holdings include Sei Institutional Managed Trust Tax Managed Large Cap Fund Class Y (56.2%), Sei International Equity-y Mutual Fund (15.7%), SEI TAX MGD SM MID CAP-Y MUTUAL FUND (14.0%), Sei High Yield Bond-y Mutual Fund (8.2%), Sei Inst Inst Emg Mkt Debt-y Mutual Fund (4.0%). Go to all SKTAX holdings, SKTAX sectors, or SKTAX dividends.
SKTAX can be compared against other funds. Use SKTAX overlap to find shared positions, or SKTAX vs another fund for a side-by-side view. SKTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.