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SAAT MODERATE STRATEGY ALLOCATION FUND (SXMAX) is an MF managed by Independent / Boutique. Its largest position is N/A (NWAXWS), representing 46.12% of fund assets.

SAAT MODERATE STRATEGY ALLOCATION FUND Portfolio Holdings

Source: SEC Form N-PORT institutional portfolio disclosures

Ticker:
SXMAX
Type:
MF
Manager:
Independent / Boutique
Total Assets:
—
Report Date:
Mar 31, 2026
Filing Date:
May 29, 2026
Showing 6 out of 6 holdings
Holding Weight Market Value Shares
-
N/A
46.12% $17,393,483.22 1,321,693
-
N/A
17.95% $6,769,570.38 1,311,932
-
N/A
14.50% $5,467,437.99 5,467,438
-
SIMT TAX-MGD LRG CAP-Y
10.44% $3,936,373.47 99,178
-
SEI INTERNATIONAL EQUITY-Y
5.49% $2,071,771.14 157,429
-
SEI REAL ESTATE FUND-Y
5.39% $2,032,897.25 134,897
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