SXMAX Mutual Fund
SXMAX Mutual Fund
SXMAX Mutual Fund
SEI Asset Allocation Trust - Moderate Strategy Allocation Fund Class F
SXMAX Mutual Fund Overview
SXMAX Mutual Fund (SEI Asset Allocation Trust - Moderate Strategy Allocation Fund Class F) is managed by SEI Funds with $36.9M in net assets. SXMAX expense ratio is 1.27%, holding 6 positions across various sectors. Inception date: 2003-11-14.
SXMAX performance shows a YTD return of 9.38%. The 1-year return is 11.43% and the 5-year return is 6.74%. SXMAX dividend yield stands at 3.57%, paid quarterly.
SXMAX top holdings include Sei Inst Tr US Mgd Volaty-y Mutual Fund (46.1%), Sei Tax-Advantaged Income Y (17.6%), Sei Daily Income Trust Government Fund (14.9%), Sei Institutional Managed Trust Tax Managed Large Cap Fund Class Y (10.7%), Sei International Equity-y Mutual Fund (5.5%). Go to all SXMAX holdings, SXMAX sectors, or SXMAX dividends.
SXMAX can be compared against other funds. Use SXMAX overlap to find shared positions, or SXMAX vs another fund for a side-by-side view. SXMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.