Nasdaq - Delayed Quote
USD
SEI Dynamic Asset Allocation A (SIIT) (SDLAX)
20.91
-0.12
(-0.57%)
At close: 5:26:57 PM EST
Investment Information
- Min Initial Investment
- 100,000
- Min Initial Investment, IRA
- --
- Min Initial Investment, AIP
- --
- Min Subsequent Investment
- 0
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
- (Junk)CommonWealth PPS
- Fidelity Institutional FundsNetwork
- Raymond James
- Commonwealth Universe
- RBC Wealth Management-Network Eligible
- DailyAccess Corporation FRIAG
- RBC Wealth Management-Wrap Eligible
- Securities America Inc.
- DailyAccess Corporation Matrix
- Kestra Financial
- Commonwealth (PPS Access Program)
- Commonwealth (NTF - PPS/Advisory)
- Commonwealth (PPS/Advisory)
- Allowab (non-advisory)
Fund Summary
The adviser employs a dynamic investment strategy seeking to achieve, over time, a total return in excess of the broad U.S. equity market by selecting investments from among a broad range of asset classes or market exposures based upon SIMC's expectations of risk and return. It may invest in equity securities, including common stocks, preferred stocks, convertible securities, warrants (including equity-linked warrants) and depositary receipts of U.S. and non-U.S. issuers (including emerging markets) of various market capitalizations and industries.
Fund Overview
| Category | Allocation--70% to 85% Equity |
| Fund Family | SEI |
| Net Assets | 2.06B |
| YTD Return | 11.09% |
| Yield | 1.35% |
| Morningstar Rating | |
| Inception Date | Jul 30, 2010 |
Performance & Risk
| YTD Return | 9.99% |
| 5y Average Return | 11.90% |
| Rank in Category (ytd) | 23 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.11 |
| Morningstar Risk Rating |
