Returns Chart

Key Stats

Net Expense Ratio Total Assets Under Management Weighted Average Dividend Yield Turnover Ratio (Generic)
0.80% 189.13M -- --
1 Year Fund Level Flows 1 Year Total Returns (Daily) Annualized Total Returns Since Inception (Daily) Max Drawdown (Since Inception)
-7.655M 4.56% Upgrade Upgrade

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. The Fund will take long and short positions in investments that provide broad exposure to the global equity, fixed income and currency markets. The Fund will primarily hold cash and/or invest in money market instruments to collateralize its derivative positions.
General
Security Type Mutual Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Multi Strategies
Peer Group Alternative Multi-Strategy Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Multi-Strategy Funds
Fund Owner Firm Name SEI
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

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Net Fund Flows Versus Peer Group

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1M
3M
6M
YTD
1Y
3Y
5Y
10Y
 
80.00B
60.00B
40.00B
20.00B
0
-20.00B
1 Month
% Rank: 51
-91.76M Peer Group Low
390.34M Peer Group High
1 Year
% Rank: 49
-7.655M
-687.31M Peer Group Low
3.180B Peer Group High
3 Months
% Rank: 55
-211.79M Peer Group Low
752.21M Peer Group High
3 Years
% Rank: 21
-2.953B Peer Group Low
4.314B Peer Group High
6 Months
% Rank: 27
-410.33M Peer Group Low
2.290B Peer Group High
5 Years
% Rank: 28
-2.769B Peer Group Low
4.447B Peer Group High
YTD
% Rank: 47
-608.23M Peer Group Low
3.118B Peer Group High
10 Years
% Rank: 33
-3.818B Peer Group Low
6.723B Peer Group High
Date Unavailable

Performance Versus Peer Group

 
20%
15%
10%
5%
0
Name
1M
3M
YTD
1Y
3Y
5Y
10Y
15Y
Total Return (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
Peer Group Rtn. (NAV)
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
12.00%
% Rank in Peer Group (NAV)
5.0
5.0
5.0
5.0
5.0
5.0
5.0
5.0
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Annual Total Returns Versus Peers

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Name
2018
2019
2020
2021
2022
2023
2024
YTD
--
--
--
--
--
--
8.24%
5.00%
-9.41%
26.60%
16.25%
18.54%
-18.36%
22.20%
17.49%
21.78%
--
--
-2.24%
-2.08%
12.42%
2.77%
2.72%
-7.31%
--
--
--
-1.94%
-14.53%
15.76%
8.36%
12.22%
--
10.43%
5.19%
5.34%
-2.29%
5.17%
6.59%
5.01%
-5.03%
9.61%
2.21%
11.86%
-5.16%
4.96%
3.95%
5.02%
As of December 06, 2025.

Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-5-25) 3.16%
30-Day SEC Yield (10-31-25) 1.79%
7-Day SEC Yield --
Number of Holdings 17

Fund Details

Key Dates
Inception Date 6/23/2023
Last Annual Report Date 9/30/2024
Last Prospectus Date 8/25/2025
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund --
Synthetic Replication Fund No

Asset Allocation

As of October 31, 2025.
Type % Net
Cash 100.0%
Stock 0.00%
Bond 0.00%
Convertible 0.00%
Preferred 0.00%
Other -0.04%
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Top 10 Holdings

Name % Weight Price % Change
USD Cash
100.3% -- --
3-Mon SOFR MAR27
74.17% -- --
EURO FX DEC25
25.66% -- --
MSCI EMERG DEC5
18.95% -- --
MSCI EAFE DEC5
13.73% -- --
10Y TNotes MAR26
11.98% -- --
ICE DOLIDX DEC5
8.16% -- --
US T BONDS MAR26
7.85% -- --
NAS EMIN DEC25
5.15% -- --
EMINI S&P DEC25
3.63% -- --

Fees & Availability

Fees
Actual 12B-1 Fee --
Actual Management Fee 0.80%
Administration Fee 336.1K%
Maximum Front Load 0.00%
Maximum Deferred Load --
Maximum Redemption Fee 0.00%
General Availability
Available for Insurance Product No
Available for RRSP No
Purchase Details
Open to New Investors Yes
Minimum Initial Investment 100000.0 None
Minimum Subsequent Investment 1000.00 None

Basic Info

Investment Strategy
The Fund seeks long-term capital appreciation. The Fund will take long and short positions in investments that provide broad exposure to the global equity, fixed income and currency markets. The Fund will primarily hold cash and/or invest in money market instruments to collateralize its derivative positions.
General
Security Type Mutual Fund
Broad Asset Class Alternative
Broad Category Alternative Strategies
Global Peer Group Alternative Multi Strategies
Peer Group Alternative Multi-Strategy Funds
Global Macro Liquid Alternatives
US Macro Alternative Equity Funds
YCharts Categorization --
YCharts Benchmark --
Prospectus Objective Alternative Multi-Strategy Funds
Fund Owner Firm Name SEI
Broad Asset Class Benchmark Index
^MSACWINTR 100.0%

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Fundamentals

General
Distribution Yield --
Dividend Yield TTM (12-5-25) 3.16%
30-Day SEC Yield (10-31-25) 1.79%
7-Day SEC Yield --
Number of Holdings 17

Fund Details

Key Dates
Inception Date 6/23/2023
Last Annual Report Date 9/30/2024
Last Prospectus Date 8/25/2025
Attributes
Index Fund --
Inverse Fund No
Leveraged Fund --
Fund of Funds No
Currency Hedged Fund --
Synthetic Replication Fund No

Top Portfolio Holders

Name % Weight
Portfolio A 5.00%
Portfolio B 3.50%
Portfolio C 2.25%
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Excel Add-In Codes

Name: =YCI("M:QALT", "name")
Broad Asset Class: =YCI("M:QALT", "broad_asset_class")
Broad Category: =YCI("M:QALT", "broad_category_group")
Prospectus Objective: =YCI("M:QALT", "prospectus_objective")
To find the codes for any of our securities and financial metrics, see our Complete Excel Reference.
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