SUSAX Mutual Fund
SUSAX Mutual Fund
SUSAX Mutual Fund
SEI Institutional Investment Trust - Ultra Short Duration Bond Fund Class A
SUSAX Mutual Fund Overview
SUSAX Mutual Fund (SEI Institutional Investment Trust - Ultra Short Duration Bond Fund Class A) is managed by SEI Funds with $354.2M in net assets. SUSAX expense ratio is 0.25%, holding 470 positions across sectors including Financials, Utilities, Energy. Inception date: 2011-02-28.
SUSAX performance shows a YTD return of 2.14%. The 1-year return is 3.27% and the 5-year return is 3.44%. SUSAX dividend yield stands at 4.26%, paid monthly.
SUSAX top holdings include Us Treas Nts 3.625% 05/31/28 (3.9%), Treasury Note (Otr) 3.5% Oct 15, 2028 (2.7%), Us Treasury N/B 3.38% 12/31/2027 3.38 2027-12-31 (2.2%), Treasury Bill 0% Jul 21, 2026 (2.0%), United States Treasury Note/Bond 4.25 Feb. 15, 2028 (1.9%). Go to all SUSAX holdings, SUSAX sectors, or SUSAX dividends.
SUSAX can be compared against other funds. Use SUSAX overlap to find shared positions, or SUSAX vs another fund for a side-by-side view. SUSAX alternatives are available via the screener, along with tax-loss harvesting opportunities.