Domestic strategies
Asset allocation that’s made in the U.S.A.
Domestic strategies
Over the past few years, there’s been a concerted effort to buy American products and support American businesses.1 Given that the home country bias is so strong in the United States, investors may want their financial plan to reflect this philosophy as well.
SEI’s Domestic Strategies largely utilize our mutual funds that invest in U.S. securities. They seek to provide a high level of diversification across asset classes, using different targeted levels of returns and risk, to help investors achieve their specific goals.
We offer five Domestic Strategies that strategically allocate across the fixed-income and equity asset classes, depending upon objective.
| Domestic Strategies | Objective |
|---|---|
| Domestic Current Income | Seeks to provide current income and continuity of income. |
| Domestic Moderate Growth & Income | Seeks to provide current income and the opportunity for long-term capital growth through modest participation in the U.S. equity markets. |
| Domestic Growth & Income | Seeks to provide current income with the opportunity for long-term capital growth. |
| Domestic Capital Growth | Seeks to provide long-term capital appreciation and, to a lesser extent, current income. |
| Domestic Equity | Seeks to provide long-term growth of capital through a diversified U.S equity strategy. |
Why consider SEI Domestic Strategies?
SEI’s Domestic Strategies offer investors a comprehensive range of investment solutions with allocations to equity and fixed income securities issued by U.S. companies.
These strategies use our goals-based approach to investing, leverage SEI’s investment philosophy and oversight, and are built to align with a variety of investor goals and domestic preferences.
Benefits for investors:
- Offer broad diversification by asset class and investment style within U.S. markets
- Include exposure to multiple specialist managers that are typically available only to large institutional investors
- Developed on the foundation of long-term capital market assumptions
1 Lynch, David J., Stein, Jeff, Parker, Ashley, “Biden signs order pushing federal government to buy more American-made products,” The Washington Post, January 25, 2021, https://www.washingtonpost.com/us-policy/2021/01/25/biden-buy-american-rules/.
Important Information
Information provided by SEI Investments Management Corporation (SIMC), a wholly owned subsidiary of SEI Investments Company (SEI). SIMC is the manager of the SEI Domestic Strategies.
There are risks involved with investing, including possible loss of principal. There is no guarantee the strategies will achieve their investment objectives. Bonds and bond funds are subject to interest rate risk and will decline in value as interest rates rise.
For those SEI Funds which employ the ‘manager of managers’ structure, SEI Investments Management Corporation (SIMC) has ultimate responsibility for the investment performance of the Funds due to its responsibility to oversee the sub-advisers and recommend their hiring, termination and replacement.
Consider the SEI Domestic Strategies investment objectives, risks, and expenses before investing. The Strategies invest in mutual funds to obtain the desired exposure to an asset class. A copy of each fund’s prospectus is available upon request. The prospectus includes information concerning each fund’s investment objective, strategies, and risks.
• Not FDIC Insured
• No bank guarantee
• May lose value