SMOAX Mutual Fund
SMOAX Mutual Fund
SMOAX Mutual Fund
SAAT Moderate Strategy Fund Class F
SMOAX Mutual Fund Overview
SMOAX Mutual Fund (SAAT Moderate Strategy Fund Class F) is managed by SEI Funds with $73.6M in net assets. SMOAX expense ratio is 1.24%, holding 16 positions across various sectors. Inception date: 2003-11-17.
SMOAX performance shows a YTD return of 4.32%. The 1-year return is 6.43% and the 5-year return is 3.55%. SMOAX dividend yield stands at 3.15%, paid quarterly.
SMOAX top holdings include Sei Core Fixed Income-y Mutual Fund (19.5%), Sei Global Managed Vol-y Mutual Fund (12.8%), Sei Multi-asset Cap Stab-y Mutual Fund (9.8%), Sei Institutional Managed Trust Multi-asset Accumulation Fund Class Y (9.2%), Sei Shrt Dur Govt-y Mutual Fund (6.8%). Go to all SMOAX holdings, SMOAX sectors, or SMOAX dividends.
SMOAX can be compared against other funds. Use SMOAX overlap to find shared positions, or SMOAX vs another fund for a side-by-side view. SMOAX alternatives are available via the screener, along with tax-loss harvesting opportunities.