# Portfolio overlap — SMSIX vs STDAX

Comparing **SAAT Moderate Strategy Fund** (2026-03-31) and **SAAT DEFENSIVE STRATEGY ALLOCATION FUND** (2026-03-31).

- Shared positions: 1
- SAAT Moderate Strategy Fund covered by SAAT DEFENSIVE STRATEGY ALLOCATION FUND: 0.02448257833410480458687896539
- SAAT DEFENSIVE STRATEGY ALLOCATION FUND covered by SAAT Moderate Strategy Fund: 0.02448257833410480458687896539

## SAAT Moderate Strategy Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SIMT CORE FIXED INCOME-Y MUTUAL FUND | 0.191948 |  |
| SEI GLOBAL MANAGED VOL-Y Mutual Fund | 0.121886 |  |
| SIMT M/A CAPTIAL STABILT-Y MUTUAL FUND | 0.098399 |  |
| SEI INSTITUTIONAL MANAGED TRUST MULTI-ASSET ACCUMULATION FUND CLASS Y | 0.092823 |  |
| SEI SHRT DUR GOVT-Y Mutual Fund | 0.069017 |  |
| SEI SELECT INTL EQUITY MUTUAL FUND | 0.050149 |  |
| SEI DBI MULTI-STRATEGY ALTERNATIVE ETF | 0.049950 |  |
| SIMT MULTI-ASSET INFL-Y MUTUAL FUND | 0.049570 |  |
| SEI ENHANCED LOW VOL US LRG MUTUAL FUND | 0.040440 |  |
| SEI SELECT EM MRKT EQ MUTUAL FUND | 0.037395 |  |
| SIMT MULTI-ASSET INCOME-Y MUTUAL FUND | 0.036734 |  |
| SIMT US MANAGED VOL-Y MUTUAL FUND | 0.034175 |  |
| SIMT REAL RETURN FUND-Y MUTUAL FUND | 0.029607 |  |
| SDIT ULTRA SHRT DUR BND-Y MUTUAL FUND | 0.029526 |  |
| SIMT HIGH YIELD BOND-Y MUTUAL FUND | 0.024483 | ✓ |
| SEI INST INST EMG MKT DEBT-Y MUTUAL FUND | 0.024310 |  |
| SIMT DYNAMIC ASSET ALLOC-Y MUTUAL FUND | 0.019588 |  |

## SAAT DEFENSIVE STRATEGY ALLOCATION FUND — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| SEI DAILY INCOME TRUST GOVERNMENT FUND (#36) | 0.809936 |  |
| SIMT HIGH YIELD BOND-Y MUTUAL FUND | 0.190064 | ✓ |


## Sources

- N-PORT (fund A) — accession `0002048251-26-004535` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1003632/000204825126004535/0002048251-26-004535-index.htm>
- N-PORT (fund B) — accession `0002048251-26-004551` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1003632/000204825126004551/0002048251-26-004551-index.htm>

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_Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC._

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