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
   
-0.18%  
1 week
   
-0.06%  
4 week   +0.56%
   
3 month   +1.96%
   
YTD   +6.43%
   
1 year   +6.07%
   
3 years*   +4.14%
   
5 years*   +5.80%
   
*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 Average Average
5 years Above Average Average
10 years Above Average Average
Overall Above Average Average

Key statistics

Total assets6.28B 
Front load-  
Deferred load-  
Expense ratio0.12%  
Management fee-  
Fund familySEI 

Asset allocation

Cash8.48%  
Stocks0.00%  
Bonds90.58%  
Preferred0.20%  
Other0.75%  

Purchase information

Initial$100,000  
Additional$1,000  
10.58+0.02(0.19%)
Dec 19, 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)
Douglas Swanson (Started: Sep 30, 2009)
Carl Eichstaedt (Started: Jun 14, 1996)
Mark Lindbloom (Started: Jun 14, 1996)
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: Dec 31, 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* -0.75 0.99 1.56 0.69
Beta* 0.97 0.97 0.94 0.98
Mean annual return 0.36 0.32 0.45 0.45
R-squared* 87.80 92.02 89.52 78.56
Standard deviation 2.61 2.73 2.79 3.54
Sharpe ratio 1.62 1.40 1.90 1.06
* Against standard index

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