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 $27.5M in net assets. SVSAX expense ratio is 1.20%, holding 16 positions across various sectors. Inception date: 2003-11-17.
SVSAX performance shows a YTD return of 3.70%. The 1-year return is 7.49% and the 5-year return is 3.49%. SVSAX dividend yield stands at 3.75%, paid quarterly.
SVSAX top holdings include Sei Multi-asset Cap Stab-y Mutual Fund (16.9%), Sei Core Fixed Income-y Mutual Fund (14.4%), Sei Shrt Dur Govt-y Mutual Fund (14.0%), Sei Global Managed Vol-y Mutual Fund (9.1%), Sei Multi-asset Infl-y Mutual Fund (5.0%). 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.