Fund info

SEI Asset Allocation Trust Conservative Strategy Fund Class F is a mutual fund designed to prioritize capital preservation while aiming for modest capital appreciation. Its primary function is to manage risk of loss by diversifying across asset classes, predominantly allocating investments through other SEI-managed funds. The portfolio is constructed with conservative strategies that typically keep equity exposure in the 15% to 30% range, resulting in volatility lower than more aggressive allocation funds. This conservative allocation helps meet the needs of investors seeking a balance between limited growth potential and downside risk management, such as retirees or those with near-term capital needs. The fund is largely concentrated in its top ten holdings, representing more than 85% of its total assets, with investments spanning fixed income, short-duration government securities, conservative multi-asset strategies, and inflation-managed strategies. By benchmarking its performance against broad indices like the S&P 500 and the Lehman Aggregate Bond Index, the fund maintains a disciplined approach to risk and return, playing a stabilizing role in diversified portfolios within the global conservative allocation category.