5
SEI Strategies featuring
the American Funds..
Diversification is key to our strategies. Together with
their advisor, investors can select from strategies
based on individual goals with an investment selection
spanning the stability-to-growth spectrum.
We provide the flexibility to combine investment vehicles strategies and control exposure by
choosing between global or U.S.-focused strategies. All the strategies benefit from the safety and
security of assets being held within SEI Private Trust Company.
A look inside the strategies.
Standard
example
Tax-managed
example
SEI Moderate Growth Strategy
with American Funds
The Growth Fund of America
®
15.75%
American Funds
®
Dev World Growth and Income Fund 1.25%
American Funds Emerging Markets Bond Fund
®
2.5%
American Funds Inflation Linked Bond Fund
®
5.0%
American Funds
®
International Vantage Fund 3.25%
American High-Income Trust
®
2.5%
EuroPacific Growth Fund
®
15.0%
SMALLCAP World Fund
®
9.0%
The Bond Fund of America
®
29.0%
Washington Mutual Investors Fund 15.75%
Cash/Cash Equivalents 1.0%
SEI Tax-Managed Moderate Growth Strategy
with American Funds
The Tax-Exempt Bond Fund of America
®
34.0%
American High-Income Municipal Bond Fund
®
3.5%
American Funds Emerging Markets Bond Fund
®
1.5%
Capital Group Core Equity ETF 8.0%
Capital Group Dividend Value ETF 8.5%
Capital Group Growth ETF 8.5%
Capital Group Global Growth Equity ETF 12.0%
Capital Group International Focus Equity ETF 14.0%
SMALLCAP World Fund
®
9.0%
Cash/Cash Equivalents 1.0%
As of March 31, 2024. Holdings are subject to change.
