Saat Moderate Strategy Allocation FundSXMAX
Type
Mutual fund
Peer group
Alternative
Net assets
$37.7M
Expense ratio
1.25%
1-year return
+7.9%
3 years, a year
+9.7%
5 years, a year
+6.7%
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 US Managed Vol-Y | 46.12% |
| Simt High Yield Bond-Y | 17.95% |
| Sei Daily Income Trust | 14.50% |
| Simt Tax-Mgd Lrg Cap-Y | 10.44% |
| Sei International Equity-Y | 5.49% |
| Sei Real Estate Fund-Y | 5.39% |
More on SXMAX.
- SXMAX overview
- SXMAX holdings
- SXMAX risk
- SXMAX costs
- SXMAX money in and out
- SXMAX share classes
- Compare SXMAX 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.