SEI Asset Allc Diversified Market Gr I

The investment seeks long-term capital appreciation through participation in the domestic and global equity markets with a limited level of current income.
The fund invests in underlying SEI funds. It invests at least 30% of assets in underlying SEI funds that invest primarily in U.S. and foreign common stocks and other equity securities, which provides the opportunity for long-term capital appreciation. The fund also invests at least 25% of assets in underlying SEI funds that invest primarily in investment grade U.S. and foreign fixed income securities.

Key stats

Management firm  SEI
12 month yield  4.29%
Fund currency  USD
Launch Date  2002-06-28
ISIN  US7841117911
Manager 1 Name  John McCue
Manager 2 Name  James Solloway
Fund Strategy  Moderate Allocation
Benchmark  BarCap US Agg Bond TR USD
Fund Structure  Open Ended Investment Company
UCITS 3 compliant  no

Performance/Volatility

Return Date  2011-02-28
Return - 1 Month  2.25%
Return - 2 Months  3.63 %
Return - 3 Months  7.57%
Return - 6 Months  16.30 %
Return - 9 months  16.64 %
Return - 12 Months  16.06%
Annualized return 24 months  27.74 %
Annualized return 36 months  1.03 %
Annualized return 48 months  -0.05 %
Annualized return 60 months  1.93 %
Annualized return since Inception  4.89%
Return YTD  3.63%

Ratings

Morning Star Rating Date   2011-02-28
Morning Star Rating - 36 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - 60 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - 120 Months  fund has a 2 star rating fund has a 2 star rating
Morning Star Rating - Overall  fund has a 2 star rating fund has a 2 star rating

Charges

Minimum Investment  $100,000
Maximum Managment Charge  0.10 %

Contact

Contact Address  SEI Asset Allocation Trust
Contact Address 2  1 Freedom Valley Drive
Contact Address 3  Oaks, PA 19456
Contact city  Oaks
Contact country  United States
Fund Admin Group  SEI
Web Address  www.seic.com

Price

Last Price Date  2011-03-14
Pre-tax nav  9.83
Price change  $-0.04
Price change (percentage)  -0.41 %

Funds Disclaimer

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Ratings Disclaimer

© 2010 - 2011 Morningstar UK Limited. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.
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