SEI Asset Allocation Trust Market Growth Strategy Allocation Fund Class F (SGOAX) Stock Analysis
For informational purposes only. Not financial advice. Analysis by Sedat ANAK, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
SEI Asset Allocation Trust Market Growth Strategy Allocation Fund Class F (SGOAX) trades at $32.12. SEI Asset Allocation Trust Market Growth Strategy Allocation Fund Class F (SGOAX) seeks capital appreciation with some income generation. Market cap: $140M, Sector: Financial services.
Price as of Aug 21, 2026 · Last analyzed: Mar 17, 2026Analyst Coverage for SGOAX: SGOAX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage. In the absence of analyst consensus, our AI model evaluates SGOAX against Financial Services peers across nine fundamental dimensions and assigns an underweight signal based on the underlying data.
Not enough scored data yet to form a council read on SGOAX.
How is this calculated? →SEI Asset Allocation Trust Market Growth Strategy Allocation Fund Class F (SGOAX) Financial Services Profile
SEI Asset Allocation Trust Market Growth Strategy Allocation Fund Class F (SGOAX) is a diversified asset allocation fund within the financial services sector, offering investors exposure to a range of SEI Funds across equity, fixed income, and real estate, targeting capital appreciation and income.
What Is the Investment Thesis for SGOAX?
SGOAX presents a diversified investment vehicle for investors seeking exposure to various asset classes through a single fund. With a beta of 1.20, the fund exhibits slightly higher volatility compared to the market. The fund's strategy of investing in other SEI Funds allows for broad diversification across equity, fixed income, and real estate. Key value drivers include SEI's asset allocation expertise and the potential for capital appreciation and income generation. Ongoing catalysts include continued growth in the asset management industry and investor demand for diversified investment solutions. Potential risks include market volatility, interest rate changes, and the performance of the underlying SEI Funds. The fund's success hinges on SEI's ability to effectively manage asset allocation and generate returns across its underlying funds.
Based on FMP financials and quantitative analysis
SGOAX Key Highlights
Market Cap of $140M indicates the fund's size and relative market presence.
- Beta of 1.20 suggests the fund is slightly more volatile than the overall market.
- The fund invests in other SEI Funds, providing diversification across multiple asset classes.
- The fund's objective is to provide capital appreciation with some income generation.
- The fund's assets are diversified across equity, bond, money market, and real estate funds.
Who Are SGOAX's Competitors?
SGOAX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | AI Score |
|---|---|---|---|---|
| ARHVX American Century One Choice 2065 Inv | $15.16 | -0.46% | $155M | 39 |
| CLFFX Clifford Capital Partners Fund Investor Class | $27.15 | -0.48% | $174M | 49 |
| CLIFX Clifford Capital Partners Fund Institutional Class | $27.42 | -0.44% | $174M | 57 |
| DMO Western Asset Mortgage Opportunity Fund Inc. | $10.47 | -0.48% | $120M | 46 |
| NBREX Neuberger Berman Mid Cap Instrinsic Value Fd Trust | $30.30 | -0.72% | $147M | — |
| CHECU Chenghe Acquisition III Co. Units | $10.25 | +0.39% | $134M | 67 |
| TPZ Tortoise Electrification Infrastructure ETF | $21.62 | -0.18% | $127M | 70 |
| WHF WhiteHorse Finance, Inc. | $7.26 | +2.98% | $156M | 90 |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SGOAX's Key Strengths?
Diversified investment approach across multiple asset classes.
- Experienced investment management team.
- Established brand and reputation.
- Access to SEI's research and investment capabilities.
What Are SGOAX's Weaknesses?
Reliance on the performance of underlying SEI Funds.
- Potential for higher volatility compared to more conservative investment strategies.
- Management fees can impact overall returns.
- Limited control over the investment decisions of the underlying funds.
What Could Drive SGOAX Stock Higher?
Continued growth in the asset management industry.
- Investor demand for diversified investment solutions.
- Potential for positive performance of underlying SEI Funds.
- Increasing adoption of digital investment platforms.
What Are the Key Risks for SGOAX?
Market volatility and economic downturns.
- Changes in interest rates and inflation.
- Competition from other asset management firms.
- Underperformance of underlying SEI Funds.
- Regulatory changes and compliance requirements.
What Are the Growth Opportunities for SGOAX?
- Expansion into New Asset Classes: SGOAX could explore incorporating alternative asset classes such as private equity or infrastructure into its portfolio. By diversifying into these less correlated assets, SGOAX could potentially enhance returns and reduce overall portfolio risk. This expansion would require careful due diligence and expertise in managing these complex asset classes, but the potential benefits could be substantial.
- Increased Focus on Sustainable Investing: SGOAX could integrate environmental, social, and governance (ESG) factors into its investment process. By incorporating ESG considerations, SGOAX could attract socially conscious investors and potentially improve long-term performance. This would involve developing a robust ESG framework and integrating ESG data into its investment analysis.
- Enhancing Digital Distribution Channels: SGOAX could leverage digital platforms to expand its reach and attract new investors. The online asset management market is growing rapidly, driven by the increasing adoption of digital technologies. By offering its fund through online platforms and robo-advisors, SGOAX could lower distribution costs and reach a wider audience. This would require investing in digital marketing and technology infrastructure.
- Strategic Partnerships and Alliances: SGOAX could form strategic partnerships with other financial institutions or wealth management firms to expand its distribution network. By partnering with established players, SGOAX could gain access to new markets and customer segments. This would involve identifying potential partners and negotiating mutually beneficial agreements. The timeline for establishing such partnerships could range from several months to a year.
- Development of Thematic Investment Strategies: SGOAX could develop thematic investment strategies focused on specific trends or sectors, such as technology, healthcare, or renewable energy. Thematic investing is gaining popularity as investors seek to capitalize on long-term growth trends. By offering thematic funds, SGOAX could attract investors with specific investment interests. This would require identifying compelling investment themes and developing specialized investment strategies.
What Are SGOAX's Competitive Advantages?
- Established brand and reputation within the asset management industry.
- Diversified investment approach through investment in other SEI Funds.
- Experienced investment management team with expertise in asset allocation.
- Access to SEI's proprietary research and investment capabilities.
What Does SGOAX Do?
SEI Asset Allocation Trust Market Growth Strategy Allocation Fund Class F (SGOAX) is designed to provide investors with the opportunity for capital appreciation while also generating some income. The fund achieves this objective by investing in other SEI Funds, each of which has its own specific investment goal. These underlying SEI Funds collectively form the non-underlying municipal bond fund component of the GoalLink Strategy. In turn, the underlying SEI Funds allocate capital to securities and other instruments spanning various asset classes. The fund's assets are strategically diversified across underlying SEI equity funds, bond and money market funds, and real estate funds. This multi-asset approach aims to balance risk and return, providing investors with a comprehensive investment solution managed by SEI's experienced team. The fund operates within the asset management industry, catering to investors seeking a diversified portfolio through a single investment vehicle. The fund's investment strategy is designed to provide a balance between growth and income, making it suitable for investors with a moderate risk tolerance. As of 2026, the fund continues to operate under its established investment strategy, adapting to market conditions while maintaining its core objective of capital appreciation and income generation.
What Products and Services Does SGOAX Offer?
- Invests in other SEI Funds to achieve its investment objective.
- Provides exposure to a diversified portfolio of assets.
- Targets capital appreciation with some income generation.
- Allocates assets across equity, bond, money market, and real estate funds.
- Manages risk through diversification and asset allocation strategies.
- Offers a single investment vehicle for investors seeking multi-asset exposure.
- Seeks to provide a balance between growth and income.
How Does SGOAX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- AUM growth is driven by investment performance and net inflows.
- Expenses include investment management fees, administrative costs, and distribution expenses.
What Industry Does SGOAX Operate In?
SGOAX operates within the asset management industry, which is characterized by increasing demand for diversified investment solutions. The industry is driven by factors such as rising disposable incomes, aging populations, and the need for retirement planning. The competitive landscape includes both large, established asset managers and smaller, specialized firms. SGOAX differentiates itself by offering a multi-asset approach through its investment in other SEI Funds. The fund's performance is influenced by broader market trends, interest rate movements, and the overall economic environment.
Who Are SGOAX's Key Customers?
- Individual investors seeking diversified investment solutions.
- Financial advisors looking for multi-asset allocation strategies for their clients.
- Institutional investors seeking exposure to a broad range of asset classes.
SGOAX Financials
Bull Case vs Bear Case
Bull Case
- Diversified investment approach across multiple asset classes.
- Experienced investment management team.
- Established brand and reputation.
- Access to SEI's research and investment capabilities.
Bear Case
- Reliance on the performance of underlying SEI Funds.
- Potential for higher volatility compared to more conservative investment strategies.
- Management fees can impact overall returns.
- Limited control over the investment decisions of the underlying funds.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · August 2026
SGOAX Latest News
No recent news available for SGOAX.
SGOAX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for SGOAX.
Price Targets
Wall Street price target analysis for SGOAX.
SGOAX MoonshotScore
What does this score mean?
The MoonshotScore rates SGOAX 0-100 on quantitative fundamentals — growth, financial health, valuation, momentum, and risk.
SGOAX Financial Services Stock FAQ
What does SEI Asset Allocation Trust Market Growth Strategy Allocation Fund Class F do?
SEI Asset Allocation Trust Market Growth Strategy Allocation Fund Class F (SGOAX) is a fund that invests in other SEI Funds, each with its own investment goal, to provide capital appreciation and some income. It diversifies assets across underlying SEI equity, bond, money market, and real estate funds.
What are the main risks for SGOAX?
The main risks for SGOAX include market volatility, which can impact the value of the underlying SEI Funds. Changes in interest rates can also affect the performance of bond and money market funds within the portfolio. Additionally, the fund faces competition from other asset management firms offering similar diversified investment solutions.
How sensitive is SGOAX to interest rate changes?
SGOAX's sensitivity to interest rate changes depends on the allocation to fixed-income securities within the underlying SEI Funds. Rising interest rates can negatively impact bond prices, potentially reducing the value of the fund's fixed-income holdings. Conversely, falling interest rates can lead to higher bond prices and increased returns.
What is SEI Asset Allocation Trust Market Growth Strategy Allocation Fund Class F's credit quality and risk management approach?
The fund's credit quality and risk management approach are determined by the underlying SEI Funds' investment strategies. SEI employs a rigorous risk management framework that includes diversification, asset allocation, and ongoing monitoring of market conditions. The credit quality of the fixed-income holdings within the underlying funds is assessed based on credit ratings and fundamental analysis.
What are the key factors to evaluate for SGOAX?
Evaluate SGOAX on fundamentals, analyst consensus, and risk factors. SGOAX presents a diversified investment vehicle for investors seeking exposure to various asset classes through a single fund. Not financial advice.
How frequently does SGOAX data refresh on this page?
SGOAX's price was last updated on Aug 21, 2026 and refreshes on page view during U.S. market hours — it is not a real-time exchange feed. Fundamentals update after quarterly filings; the MoonshotScore recalculates nightly; news aggregates continuously.
What has driven SGOAX's recent stock price performance?
SEI Asset Allocation Trust Market Growth Strategy Allocation Fund Class F (SGOAX) moves on earnings results, analyst revisions, sector rotation, and market sentiment. Notable catalyst: Diversified investment approach across multiple asset classes. See the News tab for the latest drivers. Past performance does not predict future results.
Should investors consider SGOAX overvalued or undervalued right now?
SEI Asset Allocation Trust Market Growth Strategy Allocation Fund Class F (SGOAX) has no trailing P/E available here, so lean on price-to-sales and cash flow in the Financials tab. Compare P/E, P/S, and EV/EBITDA against sector peers for a full view.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
Data provided for informational purposes only.
- The information provided is based on available data and is subject to change.
- AI analysis is pending for SGOAX, which may provide additional insights.
- Investors should conduct their own due diligence and consult with a financial advisor before making any investment decisions.