SEI Asset Allocation Trust Core Market Strategy Allocation Fund Class F
SKTAX
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- SEI Asset Allocation Trust Core Market Strategy Allocation Fund Class F (SKTAX) is an open-end mutual fund that seeks capital appreciation with income generation by investing primarily in other SEI Funds, including underlying equity, fixed income, and multi-asset class funds such as SEI Institutional Managed Trust Tax-Managed Large Cap Fund Class Y, SEI Institutional International Trust International Equity Fund Class Y, SEI Institutional Managed Trust Tax-Managed Small/Mid Cap Fund Class Y, SEI Institutional Managed Trust High Yield Bond Fund Class Y, and SEI Institutional International Trust Emerging Markets Debt Fund Class Y; its portfolio emphasizes U.S. stocks (68.13%), non-U.S. stocks (18.53%), U.S. bonds (6.77%), non-U.S. bonds (4.71%), and cash (1.61%), with sector allocations led by technology (20.84%), financial services (14.43%), industrials (11.18%), and healthcare (9.65%). The fund, launched on November 17, 2003, and managed by Bryan Hoffman since July 31, 2016, and Ryan Marcante since July 31, 2022, operates within the aggressive allocation category with a net expense ratio of 1.07% and total net assets of approximately $20.20 million, targeting institutional investors with a minimum initial investment of $100,000. It forms part of the SEI Asset Allocation Trust series sponsored by SEI Investments Company, a financial services firm founded in 1968 and headquartered in Oaks, Pennsylvania, which provides investment management, processing, and operations solutions globally across North America, Europe, Asia, and other regions through subsidiaries managing over $1 trillion in assets. Recent developments for SEI Investments, the sponsor, include the completion of the first phase of a strategic $527 million investment for a 57.5% stake in Stratos Wealth Holdings in late 2025 to enhance wealth management capabilities and advisor support, alongside reporting strong second-quarter 2025 financial results with 8% revenue growth, 9% operating income increase, and a $94.4 million gain from selling its Family Office Services business; the firm also raised its semi-annual dividend by 6.1% and expanded its share repurchase authorization by $600 million to $773.2 million as of October 2025.