Advisor Flipbooks

6 SEI Strategies with Capital Group ® . SEI Moderate Growth Strategy with Capital Group Capital Group U.S. Small and Mid Cap ETF 5.00% Capital Group Growth ETF 5.25% Capital Group Core Equity ETF 7.75% Capital Group Dividend Value ETF 5.25% Capital Group Global Growth Equity ETF 12.00% Capital Group International Focus Equity ETF 12.75% Capital Group Dividend Growers ETF 12.00% Capital Group Core Bond ETF 27.50% Capital Group International Bond ETF (USD-Hedged) 1.50% Vanguard Short-Term Inflation-Protected Securities ETF 5.00% SPDR Portfolio High Yield Bond ETF 2.50% VanEck JP Morgan EM Local Currency Bond ETF 1.25% Vanguard Emerging Markets Government Bond Index ETF 1.25% Cash/Cash Equivalents 1.00% SEI Tax-Managed Moderate Growth Strategy with Capital Group Capital Group U.S. Small and Mid Cap ETF 5.00% Capital Group Growth ETF 5.25% Capital Group Core Equity ETF 7.75% Capital Group Dividend Value ETF 5.25% Capital Group Global Growth Equity ETF 12.00% Capital Group International Focus Equity ETF 12.75% Capital Group Dividend Growers ETF 12.00% Capital Group Municipal Income ETF 34.00% Capital Group Municipal High-Income ETF 5.00% Cash/Cash Equivalents 1.00% As of March 31, 2025. Holdings are subject to change. Standard example Tax-managed example Diversification is the cornerstone of our investment strategies. In collaboration with their advisor, investors can choose from a range of options tailored to their specific goals, offering a balanced approach from stability to growth, with the flexibility to select from global or U.S.-focused strategies. A look inside the strategies.

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