Saat Tax-Managed Aggressive Strategy FundSISAX
Type
Mutual fund
Peer group
US equity: small companies
Net assets
$85.6M
Expense ratio
1.37%
1-year return
+17.2%
3 years, a year
+13.5%
5 years, a year
+8.0%
Holdings
6
What it aims to do.
Long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Simt Tax-Mgd Lrg Cap-Y | 55.94% |
| Sei International Equity-Y | 16.10% |
| Simt Tax Mgd Sm Mid Cap-Y | 13.98% |
| Simt High Yield Bond-Y | 8.00% |
| Sei Inst Inst Emg Mkt Debt-Y | 3.98% |
| Sit Emrg Mrkts Eqty-Y | 1.98% |
More on SISAX.
- SISAX overview
- SISAX holdings
- SISAX risk
- SISAX costs
- SISAX money in and out
- SISAX share classes
- Compare SISAX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.