SISAX Mutual Fund
SISAX Mutual Fund
SISAX Mutual Fund
SEI Asset Allocation Trust Tax-Managed Aggressive Strategy Fund Class F
SISAX Mutual Fund Overview
SISAX Mutual Fund (SEI Asset Allocation Trust Tax-Managed Aggressive Strategy Fund Class F) is managed by SEI Funds with $78.4M in net assets. SISAX expense ratio is 1.37%, holding 6 positions across various sectors. Inception date: 2003-11-17.
SISAX performance shows a YTD return of 8.84%. The 1-year return is 12.47% and the 5-year return is 8.75%. SISAX dividend yield stands at 2.05%, paid quarterly.
SISAX top holdings include Sei Institutional Managed Trust Tax Managed Large Cap Fund Class Y (56.7%), Sei International Equity-y Mutual Fund (16.0%), SEI TAX MGD SM MID CAP-Y MUTUAL FUND (13.6%), Sei Tax-Advantaged Income Y (7.8%), Sei Inst Inst Emg Mkt Debt-y Mutual Fund (4.0%). Go to all SISAX holdings, SISAX sectors, or SISAX dividends.
SISAX can be compared against other funds. Use SISAX overlap to find shared positions, or SISAX vs another fund for a side-by-side view. SISAX alternatives are available via the screener, along with tax-loss harvesting opportunities.