SXMAX Mutual Fund (SEI Asset Allocation Trust - Moderate Strategy Allocation Fund Class F) is managed by SEI Funds with $85.2M in net assets. SXMAX expense ratio is 1.25%, holding 6 positions across sectors including Unknown. Inception date: 2003-11-14.

SXMAX performance shows a YTD return of 5.12%. The 1-year return is 9.57% and the 5-year return is 5.90%. SXMAX dividend yield stands at 15.53%, paid quarterly.

SXMAX top holdings include Sei Inst Tr US Mgd Volaty-y Mutual Fund (46.1%), Sei High Yield Bond-y Mutual Fund (17.9%), Sei Daily Income Trust Government Fund (14.5%), Sei Institutional Managed Trust Tax Managed Large Cap Fund Class Y (10.4%), Sei International Equity-y Mutual Fund (5.5%). View all SXMAX holdings, sector breakdown, or dividend history.

SXMAX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SXMAX alternatives are available via the screener, along with tax-loss harvesting opportunities.