SVSAX Mutual Fund
SVSAX Mutual Fund
SVSAX Mutual Fund
SAAT Conservative Strategy Fund Class F
SVSAX Mutual Fund Overview
SVSAX Mutual Fund (SAAT Conservative Strategy Fund Class F) is managed by SEI Funds with $27.6M in net assets. SVSAX expense ratio is 1.15%, holding 15 positions across various sectors. Inception date: 2003-11-17.
SVSAX performance shows a YTD return of 4.65%. The 1-year return is 6.95% and the 5-year return is 3.59%. SVSAX dividend yield stands at 3.72%, paid quarterly.
SVSAX top holdings include Sei Multi-asset Cap Stab-y Mutual Fund (17.1%), Sei Core Fixed Income-y Mutual Fund (15.1%), Sei Shrt Dur Govt-y Mutual Fund (14.2%), Sei Global Managed Vol-y Mutual Fund (10.2%), Sei Multi-asset Income-y Mutual Fund (5.3%). Go to all SVSAX holdings, SVSAX sectors, or SVSAX dividends.
SVSAX can be compared against other funds. Use SVSAX overlap to find shared positions, or SVSAX vs another fund for a side-by-side view. SVSAX alternatives are available via the screener, along with tax-loss harvesting opportunities.