SEI CAPITAL ACCUMULATION PLAN Investment Model Portfolios

Investment options of SEI CAPITAL ACCUMULATION PLAN

Total Available Funds: 19

Asset Class

Ticker

Description

Others
Conservative Allocation	SVRIX	SEI Tr Company SEI Stable Asset Fund
Target Date 2000-2010	TZD	SEI Target Date 2010 Fund
Target Date 2000-2010	TZD	SEI Target Date 2015 Fund
Target Date 2000-2010	TZD	SEI Target Date 2020 Fund
Target Date 2000-2010	TZD	SEI Target Date 2025 Fund
Target Date 2000-2010	TZD	SEI Target Date 2030 Fund
Target Date 2000-2010	TZD	SEI Target Date 2035 Fund
Target Date 2000-2010	TZD	SEI Target Date 2040 Fund
Target Date 2000-2010	TZD	SEI Target Date 2045 Fund
Target Date 2000-2010	TZD	SEI Target Date 2050 Fund
ROOT	HYB.UN	High Yield Bond Fund

FIXED INCOME
Intermediate-Term Bond	TRLVX	SEI Core Strategies Collective Tr SEI Core Fixed Income Fund
WORLD BOND	SEFIX	SEI Target Date Collective Tr SEI rtmt Income Fund
Emerging Markets Bond	SITEX	SEI Institutional International Tr Emerging Mkts Debt Fund
Intermediate Government	SEGMX	SEI Daily Income Tr Prime Obligation Fund

US EQUITY
LARGE GROWTH	SELCX	SEI Large Cap Fund
SMALL VALUE	SESVX	SEI Small Cap Fund
MID-CAP BLEND	SVOAX	SEI Institutional Managed Tr U.S. Managed Volatility Fund

INTERNATIONAL EQUITY
Foreign Large Blend	GWL	SEI World Equity ex-US Funds

Investment model portfolios

We provide two types of investment model portfolios for SEI CAPITAL ACCUMULATION PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

Strategic asset allocation portfolio: It invests in a diversified portfolio of multiple assets, buy-and-hold without frequently changing the asset allocation weights.
- Suitable: For long-term (more than 15 years, preferably more than 20 years), want to be tax efficient and can withstand interim drawdown or loss as high as 50% or more.
- Pros:
  - Less error-prone
  - Infrequent rebalancing or transactions
  - Tax efficient for taxable brokerage investments
- Cons:
  - Interim loss or drawdown can be substantial
  - Possible low returns for an extended period, such as 10 years or longer
Tactical asset allocation portfolio: it invests in a diversified portfolio of multiple assets, dynamically adjust stock and bond allocations to minimize losses during market stress.
- Suitable: For long-term (more than 10 years or preferably longer) capital. Investors are willing to rebalance as frequent as monthly.
- Pros:
  - Reduce large interim loss or drawdown
  - Less sensitive to investment entry point
  - Likely to improve returns
- Cons
  - Demand more frequent rebalancing or transactions
  - Less tax efficient — more suitable in a tax-deferred account such as 401(k) or IRA
  - Can experience a period of lower returns compared to a broad-based strategic allocation or a buy-and-hold benchmark, especially in some bull markets

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Customize a model portfolio now

Retirement Plan (401(k)) Info for SEI CAPITAL ACCUMULATION PLAN

SEI CAPITAL ACCUMULATION PLAN

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