STAYX Mutual Fund

STAYX Mutual Fund

NAV$8.70
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Fund Essentials - as of May 31, 2026

Net Assets
$206M
Expense Ratio
0.83%
Dividend Yield (Current)
4.35%
Holdings
472
Inception Date
Apr 30, 2015
Fund Family
SEI Funds
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Monthly
SEC 30-Day Yield
PRO

Performance

YTD+1.48%
1 Year+4.72%
3 Year+4.41%
5 Year+0.73%
10 Year+3.02%

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)
4.35%
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

STAYX Mutual Fund Overview

STAYX Mutual Fund (STET Tax-Advantaged Income Fund Class Y) is managed by SEI Funds with $206.0M in net assets. STAYX expense ratio is 0.83%, holding 472 positions across sectors including Financials, Utilities, Real Estate. Inception date: 2015-04-30.

STAYX performance shows a YTD return of 1.48%. The 1-year return is 4.72% and the 5-year return is 0.73%. STAYX dividend yield stands at 4.35%, paid monthly.

STAYX 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 STAYX holdings, STAYX sectors, or STAYX dividends.

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