SEI Institutional Investments Trust Core Fixed Income Fund Class A

 (MUTF:SCOAX)   Watch this mutual fund  
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Performance

Trailing returns

1 day   +0.29%
   
1 week   +0.61%
   
4 week   +0.91%
   
3 month   +1.66%
   
YTD   +1.54%
   
1 year   +1.15%
   
3 years*   +2.60%
   
5 years*   +4.62%
   
*annualized
Best 3 month return+6.56%  
Worst 3 month return-5.62%  

Morningstar statistics

Morningstar category: Intermediate-Term Bond
  Return Risk Rating
3 years High Average
5 years High Average
10 years Above Average Average
Overall High Average

Key statistics

Total assets5.31B 
Front load-  
Deferred load-  
Expense ratio0.14%  
Management fee-  
Fund familySEI 

Asset allocation

Cash9.70%  
Stocks0.00%  
Bonds89.13%  
Preferred0.23%  
Convertible0.03%  
Other0.90%  

Purchase information

Initial$100,000  
Additional$1,000  
10.33+0.03(0.29%)
Feb 8, 4:00PM EST Overall Morningstar RatingTM

Description

The investment seeks current income consistent with the preservation of capital. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in fixed income securities. It will invest in investment and non-investment grade (junk bond) U.S. and foreign corporate and government fixed income securities, including emerging market, asset-backed securities, mortgage dollar rolls and mortgage-backed securities.
Fund filings (PDF) »
Asset managers:
Peter Simons (Started: Dec 31, 2009)
Troy Ludgood (Started: Dec 31, 2004)
Bryan Whalen (Started: Dec 31, 2004)
Erik Brown (Started: Apr 2, 2010)
Itai Lourie (Started: Apr 2, 2010)
Richard Klemmer (Started: Apr 2, 2010)
Eric Staudt (Started: Sep 30, 2011)
Henry Song (Started: Dec 31, 2009)
Richard Bamford (Started: Dec 31, 2014)
Erin Garrett (Started: Dec 31, 2014)
Douglas Swanson (Started: Sep 30, 2009)
Carl Eichstaedt (Started: Jun 14, 1996)
Mark Lindbloom (Started: Dec 31, 2005)
Tad Rivelle (Started: Dec 31, 2002)
Laird Landmann (Started: Dec 31, 2002)
S. Leech (Started: Sep 30, 2014)
Thomas Wolfe (Started: Apr 2, 2010)
Stephen Kane (Started: Dec 31, 2002)
Miriam Zussman (Started: Sep 30, 2012)
Thomas O'Connor (Started: Dec 31, 2003)
Advisor Company:
SEI Investments Management Corp
Fund family reports on Morningstar »
SEI Asset Allocation Trust, 1 Freedom Valley Drive, Oaks, PA 19456, USA

Risk

  1 year 3 years 5 years 10 years  
Alpha* -0.14 0.39 0.92 0.78
Beta* 0.90 0.98 0.95 0.99
Mean annual return -0.02 0.21 0.35 0.45
R-squared* 96.21 98.23 95.68 79.20
Standard deviation 2.24 2.93 2.68 3.56
Sharpe ratio -0.14 0.84 1.56 1.16
* Against standard index

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