SKTAX Mutual Fund
SKTAX Mutual Fund
SKTAX Mutual Fund
SEI Asset Allocation Trust Core Market Strategy Allocation Fund Class F
SKTAX Mutual Fund Overview
SKTAX Mutual Fund (SEI Asset Allocation Trust Core Market Strategy Allocation Fund Class F) is managed by SEI Funds with $28.0M in net assets. SKTAX expense ratio is 1.38%, holding 6 positions across various sectors. Inception date: 2003-11-17.
SKTAX performance shows a YTD return of 8.52%. The 1-year return is 12.14% and the 5-year return is 8.48%. SKTAX dividend yield stands at 2.07%, paid quarterly.
SKTAX top holdings include Sei Institutional Managed Trust Tax Managed Large Cap Fund Class Y (56.6%), Sei International Equity-y Mutual Fund (16.1%), 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 SKTAX holdings, SKTAX sectors, or SKTAX dividends.
SKTAX can be compared against other funds. Use SKTAX overlap to find shared positions, or SKTAX vs another fund for a side-by-side view. SKTAX alternatives are available via the screener, along with tax-loss harvesting opportunities.