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SEI Target Allocation Strategy Brochure

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11 SEI Target Allocation Strategy Suite 11 SEI Target Allocation Strategy Suite 5 In the event that a Capital Group ETF is not available for a desired asset-class exposure, the Strategies will allocate to ETFs offered by other fund families. Information provided by SEI Investments Management Corporation (SIMC), a wholly owned subsidiary of SEI Investments Company (SEI). The Investment Management Unit is a team within SIMC. Investing involves risk including possible loss of principal. There is no guarantee investment objectives will be achieved. Risk management may not always be successful. Diversification may not protect against market risk. Consider the Strategiesʼ investment objectives, risks, charges, and expenses carefully before investing. For those portfolios of individually managed securities, SIMC makes recommendations as to which manager will manage each asset class. Upon SIMC's termination of a manager from the program, SIMC may recommend a replacement money manager and the investor has the option to move the account assets to another custodian or to change the manager. SIMC is the manager of the SEI ETF Strategies, the SEI Strategies with Capital Group, and the SEI Strategies with Dimensional (the "Strategies"). As such SIMC is solely responsible for the fund selection and portfolio construction of the Strategies. For those portfolios of individually managed securities, SIMC makes recommendations as to which manager will manage each asset class. Consider the Strategiesʼ investment objectives, risks, charges, and expenses carefully before investing. The Strategies invest in exchanged-traded products (ETPs) to obtain the desired exposure to an asset class. A copy of each ETPʼs prospectus is available upon request. The prospectus includes information concerning each fundʼs investment objective, strategies, and risks. The Strategiesʼ investment performance, because they are a portfolio of funds, depends on the investment performance of the underlying funds in which they invest. The funds in the portfolio are subject to tracking error risk, or the risk that the fundʼs performance may vary substantially from the performance of the index it tracks as a result of cash flows, expenses, imperfect correlation between the fund and the index, and other factors. Neither your financial advisor, SEI, nor its subsidiaries is affiliated with Capital Group. All Capital Group trademarks are registered trademarks owned by the Capital Group Companies, Inc. or an affiliated company. All other company and product names mentioned are the trademarks or registered trademarks of their respective companies. Dimensional and the Dimensional logo are registered trademarks of Dimensional Fund Advisors LP. Dimensional funds are offered by DFA Securities LLC, member FINRA. Neither SEI, nor its subsidiaries is affiliated with DFA Securities LLC, or Dimensional Fund Advisors LP. Consider the Strategies Investment objectives, risks, charges, and expenses carefully before investing. The Strategies invest in funds to obtain the desired exposure to an asset class. A copy of the prospectus is available upon request. The prospectus includes information concerning each fund's investment objectives, strategies and risks. Model portfolios are provided to financial intermediaries who may or may not recommend them to clients. The portfolios consist of an allocation of funds for investors to consider and are not intended to be investment recommendations. The portfolios are asset allocations designed for individuals with different time horizons, investment objectives and risk profiles. Allocations may change and may not achieve investment objectives. If a cash allocation is not reflected in a model, the intermediary may choose to add one. Capital Group does not have investment discretion or authority over investment allocations in client accounts. Rebalancing approaches may differ depending on where the account is held. Investors should talk to their financial professional for information on other investment alternatives that may be available. In making investment decisions, investors should consider their other assets, income and investments. Model portfolios are subject to the risks associated with the underlying funds in the model portfolio. Investors should carefully consider investment objectives, risks, fees and expenses of the funds in the model portfolio, which are contained in the fund prospectuses. Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. These risks may be heightened in connection with investments in developing countries. Smaller company stocks entail additional risks, and they can fluctuate in price more than larger company stocks. The return of principal for bond bonds and for funds with significant underlying bond holdings is not guaranteed. Fund shares are subject to the same interest rate, inflation and credit risks associated with the underlying bond holdings. Lower rated bonds are subject to greater fluctuations in value and risk of loss of income and principal than higher rated bonds. Investments in mortgage-related securities involve additional risks, such as prepayment risk. The use of derivatives involves a variety of risks, which may be different from, or greater than, the risks associated with investing in traditional securities, such as stocks and bonds. A nondiversified fund has the ability to invest a larger percentage of assets in the securities of a smaller number of issuers than a diversified fund. As a result, poor results by a single issuer could adversely affect fund results more than if the fund were invested in a larger number of issuers. See the applicable prospectus for details. Capital Group exchange-traded funds (ETFs) are actively managed and do not seek to replicate a specific index. ETF shares are bought and sold through an exchange at the then current market price, not net asset value (NAV), and are not individually redeemed from the fund. Shares may trade at a premium or discount to their NAV when traded on an exchange. Brokerage commissions will reduce returns. There can be no guarantee that an active market for ETFs will develop or be maintained, or that the ETF's listing will continue or remain unchanged.

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