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   +0.38%
   
1 week   +0.59%
   
4 week   +2.15%
   
3 month   +2.44%
   
YTD   +1.82%
   
1 year   +7.26%
   
3 years*   +4.40%
   
5 years*   +5.99%
   
*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 Above Average Average
5 years Above Average Average
10 years Above Average Average
Overall Above Average Average

Key statistics

Total assets6.29B 
Front load-  
Deferred load-  
Expense ratio0.12%  
Management fee-  
Fund familySEI 

Asset allocation

Cash7.30%  
Stocks0.00%  
Bonds91.05%  
Preferred0.19%  
Other1.46%  

Purchase information

Initial$100,000  
Additional$1,000  
10.80+0.04(0.37%)
Jan 30, 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* 0.59 1.42 1.58 0.83
Beta* 0.99 0.98 0.97 0.98
Mean annual return 0.53 0.34 0.49 0.45
R-squared* 97.96 96.24 92.70 79.15
Standard deviation 2.31 2.66 2.71 3.52
Sharpe ratio 2.74 1.49 2.13 1.09
* Against standard index

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