SAAT Core Market Strategy Allocation FundSKTAX
Type
Mutual fund
Peer group
US equity: small companies
Net assets
$18.7M
Expense ratio
1.37%
1-year return
+17.2%
3 years, a year
+13.4%
5 years, a year
+8.0%
Holdings
6
What it aims to do.
Provide the opportunity for capital appreciation with some opportunity to generate income.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Simt Tax-Mgd Lrg Cap-Y | 56.17% |
| Sei International Equity-Y | 15.68% |
| Simt Tax Mgd Sm Mid Cap-Y | 13.98% |
| Simt High Yield Bond-Y | 8.19% |
| Sei Inst Inst Emg Mkt Debt-Y | 4.05% |
| Sit Emrg Mrkts Eqty-Y | 1.91% |
More on SKTAX.
- SKTAX overview
- SKTAX holdings
- SKTAX risk
- SKTAX costs
- SKTAX money in and out
- SKTAX share classes
- Compare SKTAX 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.