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SEI Institutional Investments Trust Core Fixed Income Fund Class A – SCOAX Fund Overview

Last PriceToday's Change52-Week RangeTrading Volume
10.32-0.01 (-0.10%)10.18 - 10.760.0

Market data as of 6:06PM 02/09/16. Quotes are delayed by at least 15 min.

Overview - SCOAX

The investment seeks current income consistent with the preservation of capital. Under normal circumstances, the fund will invest at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in fixed income securities. It will invest in investment and non-investment grade (junk bond) U.S. and foreign corporate and government fixed income securities, including emerging market, asset-backed securities, mortgage dollar rolls and mortgage-backed securities.

Growth of $10,000 (10 Years)

Total Return6.10%
Yield (Trailing 12 Mo.)2.66%
Expense Ratio0.37%
Front LoadNone
Deferred LoadNone
Minimum Investment$100,000
Management Tenure20 Years
Fund Inception06/14/1996

Trailing Total Returns - SCOAX

as of 01/31/2016
TimeframeSCOAXS&P 500Intermediate-Term Bond
1 Month1.11%-4.96%0.80%
3 Month0.59%-6.18%-0.11%
1 Year-0.27%-0.67%-1.22%
3 Year2.50%11.30%1.53%
5 Year4.30%10.91%3.30%
10 Year5.42%6.48%4.26%
Since Inception6.10%10.33%--

Sector Allocation - SCOAX

as of 01/31/2016
Basic Materials--
Consumer Cyclical--
Financial Services--
Real Estate--
Consumer Defensive--
Communication Services--

Asset Allocation - SCOAX

as of 01/31/2016
By PercentShort0%LongNet
Foreign Stock0.00
Foreign Bond0.72
Total Net Assets$5.31B
Total Stock Holdings0
Total Bond Holdings3464

Top Ten Holdings - SCOAX

as of 01/31/2016
CompanyYTD Return% of Assets
90 Day Euro$ Dec 16--7.74%
30 Year US Treasury Bond Future Mar16--3.41%
Ultra Treasury Bond Future Mar16--2.78%
Fin Fut Euribor Ice (Wht)--2.70%
2 Year US Treasury Note Future Mar16--2.31%
10 Year US Treasury Note Future Mar16--1.98%
US Treasury Bond 2.5%--1.94%
US Treasury Note 1.75%--1.49%
US Treasury Bond 3%--1.45%

Valuation & Growth - SCOAX

as of 01/31/2016
ValuationSCOAXCategory Range
Price/Cash Flow--
Dividend Yield
LT Earnings
Historical Earnings
Sales Growth
Cash-Flow Growth
Book-Value Growth
Key:  Lo 

Morningstar Summary - SCOAX, 3 Year

Ratingvs Category
Key:  Lo 

Tax Analysis - SCOAX, 3 Year Avg

Pretax Return2.50%
Tax-adjusted Return0.98%
Tax Cost Ratio1.48%
Potential Cap Gains0.24%

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