Saat Moderate Strategy Fund Quote
| SXMAX Fund | USD 17.52 0.04 0.23% |
PerformanceSolid
| Odds Of DistressLow
|
Saat Moderate is trading at 17.52 as of the 19th of July 2025; that is 0.23% up since the beginning of the trading day. The fund's open price was 17.48. Saat Moderate has less than a 15 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund invests in other SEI Funds, each of which has its own investment goal , that form the non-underlying muni bond fund component of the GoalLink Strategy. The Underlying SEI Funds invest, in turn, in securities and other instruments of various asset classes. More on Saat Moderate Strategy
Moving together with Saat Mutual Fund
Saat Mutual Fund Highlights
| Thematic Idea | Moderate Funds (View all Themes) |
| Fund Concentration | SEI Funds, Large Funds, Allocation--70% to 85% Equity Funds, Moderate Funds, Allocation--70% to 85% Equity, SEI, Large, Allocation--70% to 85% Equity (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 31st of July 2022 |
| Fiscal Year End | March |
Saat Moderate Strategy [SXMAX] is traded in USA and was established 19th of July 2025. Saat Moderate is listed under SEI category by Fama And French industry classification. The fund is listed under Allocation--70% to 85% Equity category and is part of SEI family. The entity is thematically classified as Moderate Funds. This fund at this time has accumulated 53.8 M in assets with minimum initial investment of 100 K. Saat Moderate Strategy is currently producing year-to-date (YTD) return of 5.87% with the current yeild of 0.04%, while the total return for the last 3 years was 9.68%.
Check Saat Moderate Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Saat Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Saat Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Saat Moderate Strategy Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Saat Moderate Strategy Mutual Fund Constituents
| SEFCX | Sit International Equity | Mutual Fund | Foreign Large Blend | |
| SEOXX | Sei Daily Income | Money Market Fund | US Money Market Fund | |
| SIYYX | Simt High Yield | Mutual Fund | High Yield Bond | |
| SREYX | Simt Real Estate | Mutual Fund | Real Estate | |
| STLYX | Simt Tax Managed Large | Mutual Fund | Large Blend | |
| SUSYX | Simt Managed Volatility | Mutual Fund | Large Value |
Saat Moderate Strategy Risk Profiles
| Mean Deviation | 0.382 | |||
| Semi Deviation | 0.2562 | |||
| Standard Deviation | 0.4975 | |||
| Variance | 0.2475 |
Saat Moderate Against Markets
Other Information on Investing in Saat Mutual Fund
Saat Moderate financial ratios help investors to determine whether Saat Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Saat with respect to the benefits of owning Saat Moderate security.
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