SKTAX

About SKTAX

SAAT Core Market Strategy Allocation Fund is a diversified mutual fund designed to provide investors with exposure to both equity and fixed income markets. Its main objective is to achieve capital appreciation while also offering some income generation opportunities. The fund primarily invests in a mix of underlying SEI-managed funds, allocating assets across U.S. and international equities as well as a variety of fixed income securities. This balanced approach results in a moderately conservative allocation profile, appealing to investors seeking broad market participation with a focus on risk moderation. Key features of the fund include a strong emphasis on asset diversification, with a significant portion of assets concentrated in its top holdings such as SEI Core Fixed Income and SEI Multi-Asset Accumulation funds. The fund maintains a relatively low portfolio turnover, supporting its long-term strategic allocation. It is managed within a framework that prioritizes both process rigor and flexibility, allocating capital dynamically to respond to changing market conditions. With this structure, the SAAT Core Market Strategy Allocation Fund plays a pivotal role for investors aiming to balance growth potential with income, while mitigating overall portfolio risk in the evolving financial landscape.