SNSAX Mutual Fund

SNSAX Mutual Fund

NAV$9.92
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Fund Essentials - as of Jun 30, 2026

Net Assets
$12M
Expense Ratio
1.12%
Dividend Yield (Current)
3.68%
Holdings
10
Inception Date
Nov 17, 2003
Fund Family
SEI Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Quarterly

Performance

YTD+2.76%
1 Year+5.46%
3 Year+5.42%
5 Year+3.04%
10 Year+2.85%

Asset Allocation

Cash: 5.01%
Other: 94.99%
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Top Holdings

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TickerNameWeight
SDGFXSei Shrt Dur Govt-y Mutual Fund29.25%
SMLYXSei Multi-asset Cap Stab-y Mutual Fund20.29%
SCFYXSei Core Fixed Income-y Mutual Fund7.49%
SGLYXSei Global Managed Vol-y Mutual Fund7.20%
SEOXXSei Daily Income Trust Government Fund5.00%
Top 10 Concentration: 84.81%Report Date: Jun 30, 2026
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Dividend Summary

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Dividend Yield (Current)
3.68%
Frequency
Quarterly
Latest Distribution
$0.02
-

Peer Comparison

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

SNSAX Mutual Fund Overview

SNSAX Mutual Fund (SEI Asset Allocation Trust - Defensive Strategy Fund Class F) is managed by SEI Funds with $12.0M in net assets. SNSAX expense ratio is 1.12%, holding 10 positions across various sectors. Inception date: 2003-11-17.

SNSAX performance shows a YTD return of 2.76%. The 1-year return is 5.46% and the 5-year return is 3.04%. SNSAX dividend yield stands at 3.68%, paid quarterly.

SNSAX top holdings include Sei Shrt Dur Govt-y Mutual Fund (29.3%), Sei Multi-asset Cap Stab-y Mutual Fund (20.3%), Sei Core Fixed Income-y Mutual Fund (7.5%), Sei Global Managed Vol-y Mutual Fund (7.2%), Sei Daily Income Trust Government Fund (5.0%). Go to all SNSAX holdings, SNSAX sectors, or SNSAX dividends.

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