6
The full lineup
of strategies
Fixed Income
()
Conservative
()
Moderate
Conservative
()
Moderate
Growth
()
Growth
()
Equity
()
Low
I'm looking for ways to
achieve my goals with less
exposure to the uctuations
of the market.
Medium
I'm comfortable with a
moderate exposure to the
ups and downs of investing.
High
I'm comfortable with
taking on a higher level
of risk in pursuit of
my investment goals.
Note: Allocations have a 1% allocation to cash and/or cash equivalents.
All of the strategy families align to a set of six consistent risk/
return profiles, ranging from equity to fixed income.
Strategy family includes:
• SEI Strategies with American Funds are globally
diversified and use American Funds
• SEI U.S. Focused Strategies with American Funds
are more heavily focused on U. S.-based asset classes
and use American Funds
• SEI Tax-Managed Strategies with American Funds
use Capital Group ETFs and many include opportunistic
loss harvesting
• SEI Tax-Managed U.S. Focused Strategies with
American Funds use Capital Group ETFs and may
include opportunistic loss harvesting
