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SEI Mutual Funds List

Here you can find all mutual funds issued by SEI and compare their essential indicators like expense ratio or rate of return to see which one suits your portfolio best.


Issuer is SEI
Symbol
Full Name
Category
Inception
Expense Ratio
YTD Return
10Y Return (Annualized)
Dividend Yield

Risk / Return Rank

Max. Drawdown
Sharpe Ratio
Sortino Ratio
Omega Ratio
Martin Ratio
Calmar Ratio
Ulcer Index
SEI Institutional Managed Trust Multi-Strategy Alt...MultistrategyMar 30, 20101.35%
2.91%
4.45%
4.94%
96
SEI Institutional Investments Trust Extended Marke...Mid Cap Growth EquitiesFeb 28, 20130.19%
-0.45%
11.27%
11.01%
44
SEI Asset Allocation Trust Defensive Strategy FundShort-Term BondNov 17, 20030.61%
0.92%
2.84%
3.16%
88
SEI Asset Allocation Trust Core Market Strategy Fu...Diversified PortfolioNov 16, 20030.35%
1.20%
5.97%
3.02%
77
SEI S&P 500 Index Fund Class ILarge Cap Blend EquitiesJun 28, 20020.65%
-3.83%
13.40%
8.76%
45
SEI Institutional Investments Trust S&P 500 Index ...S&P 500Dec 18, 20130.12%
-3.64%
14.01%
12.35%
49
SEI Institutional Managed Trust Real Return FundInflation-Protected BondsJul 1, 20090.45%
0.72%
2.77%
4.22%
76
SEI Asset Allocation Trust Market Growth Strategy ...Diversified PortfolioNov 16, 20030.35%
1.16%
7.11%
4.78%
78
SEI Institutional Investments Trust Screened World...Foreign Large Cap EquitiesJun 30, 20080.78%
0.68%
10.21%
18.78%
70
SEI Institutional Investments Trust Small/Mid Cap ...Small Cap Blend EquitiesDec 15, 20030.72%
1.75%
8.51%
7.60%
20
SEI Asset Allocation Trust Defensive Strategy Allo...Diversified PortfolioNov 16, 20030.35%
0.54%
2.54%
4.46%
99
SEI Tax Exempt Trust Short Duration Municipal FundMunicipal BondsNov 12, 20030.63%
0.34%
1.38%
2.56%
92
SEI Institutional Investments Trust Ultra Short Du...Ultrashort BondFeb 28, 20110.22%
0.29%
2.48%
4.10%
99
SEI Asset Allocation Trust Moderate Strategy Alloc...Diversified PortfolioNov 13, 20030.35%
0.31%
7.64%
15.15%
33
SEI Daily Income Trust Short-Duration Government F...Government BondsFeb 16, 19870.48%
-0.05%
1.52%
3.02%
90
SEI Institutional Investments Trust World Equity E...Foreign Large Cap EquitiesMar 28, 20050.63%
1.73%
9.16%
12.31%
73

Rows per page

41–56 of 56

Risk vs. Return Scatterplot

The Risk vs. Return Scatterplot allows you to quickly compare funds, stocks, and ETFs in one view. It displays the yearly return of an instrument on one axis and the risk (volatility) on the other.

0%Annualized Volatility0%Annualized Return

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