- What does SDLAX invest in?
- The fund pursues an adaptive investment approach, seeking over time to generate a total return superior to that of the general U.S. stock market. This is accomplished by strategically allocating capital across a wide spectrum of asset classes and market segments, with decisions informed by SIMC's assessment of potential risks and rewards. The portfolio has the flexibility to invest in diverse equity instruments, including ordinary and preference shares, exchangeable securities, various types of warrants (such as equity-linked), and depositary receipts. These holdings can originate from both domestic and international entities, including those in developing economies, spanning a wide range of company sizes and industrial sectors.
- What is the expense ratio of SDLAX?
- SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A (SDLAX) charges an expense ratio of 0.67%. This is the annual fee deducted from fund assets to cover management and operations.
- How big is SDLAX?
- SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A (SDLAX) manages $2.11B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure — funds below ~$50M are at higher risk of liquidation.
- Is SDLAX actively managed or an index fund?
- SDLAX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.
- When was SDLAX launched?
- SEI Institutional Investments Trust Dynamic Asset Allocation Fund Class A (SDLAX) launched in July 2010 and is managed by SEI.
- How has SDLAX performed?
- SDLAX's total return — price change plus reinvested distributions — is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.
