SEI Asset Allocation Trust Aggressive Strategy Fund Class I (SEAIX) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.11: the stock has moved about 11% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 17, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnswerSEI Asset Allocation Trust Aggressive Strategy Fund Class I (SEAIX) trades at $17.18. SEI Asset Allocation Trust Aggressive Strategy Fund Class I (SEAIX) seeks long-term capital appreciation by investing in other SEI Funds across various asset classes. Sector: Financials.
Price as of · Last analyzed: Mar 17, 2026Analyst Coverage for SEAIX: SEAIX does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
SEI Asset Allocation Trust Aggressive Strategy Fund Class I (SEAIX) Financial Services Profile
SEI Asset Allocation Trust Aggressive Strategy Fund Class I (SEAIX) aims for long-term capital appreciation through diversified investments in other SEI Funds. The fund strategically allocates assets across various asset classes, including equity, fixed income, and real estate, offering investors broad market exposure within the asset management sector.
What Is the Investment Thesis for SEAIX?
SEAIX presents a diversified investment opportunity within the asset management sector, primarily driven by its strategic allocation across various SEI Funds. The fund's focus on long-term capital appreciation makes it suitable for investors with a higher risk tolerance. A key value driver is the diversification benefit achieved through exposure to multiple asset classes, managed by SEI's expertise. Growth catalysts include potential market appreciation across the underlying asset classes and the fund's ability to adapt its asset allocation based on market conditions. However, potential risks include market volatility, underperformance of the underlying SEI Funds, and the potential for higher management fees due to the fund-of-funds structure. With a beta of 1.11, the fund exhibits slightly higher volatility compared to the market.
Based on FMP financials and quantitative analysis
SEAIX Key Highlights
Market Cap of $0.11B indicates a relatively small fund size within the asset management industry.
- Beta of 1.11 suggests slightly higher volatility compared to the overall market.
- The fund's investment strategy focuses on long-term capital appreciation, targeting investors with a longer investment horizon.
- SEAIX diversifies its assets across Underlying SEI equity funds, bond and money market funds, real estate funds and multi-asset funds, providing broad market exposure.
- As a fund of funds, SEAIX offers investors a simplified way to access a diversified portfolio managed by SEI Investments.
Who Are SEAIX's Competitors?
SEAIX is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| AADBX American Beacon Balanced Fund R5 Class | $15.42 | +0.39% | $102M | — |
| ALMRX Alger Mid Cap Growth Institutional Fund Class I | $30.12 | +0.60% | $108M | — |
| DCGTX Jackson Square SMID-Cap Growth Fund IS Class | $19.93 | +2.56% | $108M | — |
| ICBAX ICON Natural Resources & Infrastructure Fund Investor | $21.82 | +0.65% | $137M | — |
| IGI Western Asset Investment Grade Defined Opportunity Trust Inc. | $15.72 | +0.19% | $94.2M | — |
| BLK BlackRock, Inc. | $1059.63 | -0.44% | $164B | 51 5-pillar |
| BX Blackstone Inc. | $111.74 | -0.45% | $135B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | -0.23% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are SEAIX's Key Strengths?
Diversified investment strategy across multiple asset classes.
- Access to SEI's proprietary investment management expertise.
- Fund-of-funds structure provides diversification benefits.
- Focus on long-term capital appreciation.
What Are SEAIX's Weaknesses?
Potential for higher management fees due to fund-of-funds structure.
- Performance dependent on the performance of Underlying SEI Funds.
- Limited control over the investment decisions of Underlying SEI Funds.
- Small market cap may limit liquidity.
What Are the Key Risks for SEAIX?
Market volatility and economic downturns.
- Underperformance of Underlying SEI Funds.
- Higher management fees due to fund-of-funds structure.
- Changes in investor preferences and regulatory requirements.
What Are SEAIX's Competitive Advantages?
- Established brand reputation of SEI Investments.
- Diversified investment strategy across multiple asset classes.
- Access to SEI's proprietary investment management expertise.
- Fund-of-funds structure provides diversification benefits.
What Does SEAIX Do?
SEI Asset Allocation Trust Aggressive Strategy Fund Class I (SEAIX) is a fund of funds managed by SEI Investments. The fund's primary objective is to achieve long-term capital appreciation. It accomplishes this by investing predominantly in other SEI Funds, each with its own specific investment goal. These Underlying SEI Funds, in turn, invest in a diverse range of securities and instruments across various asset classes. This structure allows SEAIX to offer investors a diversified portfolio through a single investment vehicle. The fund's assets are strategically allocated across Underlying SEI equity funds, bond and money market funds, real estate funds, and multi-asset funds, providing exposure to a broad spectrum of investment opportunities. The aggressive strategy indicates a higher allocation to riskier assets like equities, aiming for greater returns over the long term. SEAIX operates within the broader asset management industry, catering to investors seeking a diversified, professionally managed investment solution.
What Products and Services Does SEAIX Offer?
- Invests predominantly in other SEI Funds.
- Aims for long-term capital appreciation.
- Diversifies assets across various asset classes.
- Offers exposure to equity, bond, and money market funds.
- Provides access to real estate and multi-asset funds.
- Manages a portfolio of Underlying SEI Funds.
How Does SEAIX Make Money?
- Generates revenue through management fees charged on assets under management (AUM).
- Benefits from economies of scale as AUM increases.
- Distributes investment products through various channels, including financial advisors and online platforms.
What Industry Does SEAIX Operate In?
SEAIX operates within the asset management industry, a sector characterized by intense competition and evolving investor preferences. The industry is influenced by macroeconomic factors, regulatory changes, and technological advancements. Trends include the increasing demand for passive investment strategies, the rise of ESG investing, and the growing importance of financial planning and advisory services. SEAIX competes with other asset management firms and mutual funds, including AADBX, ALMRX, DCGTX, ICBAX, and IGI, each offering different investment strategies and risk profiles. The fund's success depends on its ability to deliver competitive returns, manage risk effectively, and adapt to changing market conditions.
Who Are SEAIX's Key Customers?
- Individual investors seeking long-term capital appreciation.
- Institutional investors looking for diversified investment solutions.
- Financial advisors seeking investment products for their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is a fund, not an operating company
SEAIX Financials
Bull Case vs Bear Case
Bull Case
- Diversified investment strategy across multiple asset classes.
- Access to SEI's proprietary investment management expertise.
- Fund-of-funds structure provides diversification benefits.
- Focus on long-term capital appreciation.
Bear Case
- Potential for higher management fees due to fund-of-funds structure.
- Performance dependent on the performance of Underlying SEI Funds.
- Limited control over the investment decisions of Underlying SEI Funds.
- Small market cap may limit liquidity.
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
SEAIX Latest News
No recent news available for SEAIX.
SEAIX Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for SEAIX.
Price Targets
Wall Street price target analysis for SEAIX.
SEAIX MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for SEAIX; grades run from A+ (80-100) to F (below 30).
SEAIX Financials Stock FAQ
What do analysts say about SEAIX stock?
However, as a fund of funds, its performance is closely tied to the performance of the underlying SEI Funds and the overall market conditions. Key valuation metrics would focus on the fund's net asset value (NAV) and its expense ratio compared to similar diversified funds.
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
MoonshotScore is not published for this security.
Data provided for informational purposes only.