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Our actively-managed equity portfolios are designed to deliver consistent results, generating excess investment returns beyond benchmark results while taking less risk.   

Their long-term strategic positions target the three systematic sources of excess returns: value, momentum and quality. These exposures are intended to drive the majority of Fund performance.

As a manager of managers, we build investment strategies by hiring and monitoring specialist managers known for their expertise in specific markets or with specific investment styles. Each underlying investment manager is expected to generate additional excess returns above and beyond benchmark returns via security selection.

Our portfolio managers tactically shift allocations among the underlying investment managers in an effort to decrease volatility while striving for long-term outperformance.

Type  Objective Option Option Option
Large-cap Build the foundation Large Cap
Fund (SLYCX)

Large Cap Growth
Fund (
SLRYX)

Large Cap Value
Fund (SVAYX)

Mid-cap Balance growth
and stability

Mid Cap Fund
(
SFDYX)

   
Small-cap Boost growth
potential

Small Cap
Fund (SMYFX)

Small Cap Growth
Fund (
SMAYX)

Small Cap Value
Fund (
SPVYX)
International and emerging markets Reduce home-country bias

International Equity
Fund (SEFCX)

Emerging Markets
Equity Fund (SEQFX)

 
Tax-managed Designed to reduce
tax liability

Tax-Managed Large
Cap Fund (STLYX)

Tax-Managed Small
Cap Fund (STMPX)

 
Sector Diversify

Real Estate
Fund (
SETAX)

   

 

 

 

To determine if the Fund is an appropriate investment for you, carefully consider the investment objectives, risk factors and charges, and expenses before investing. This and other information can be found in the Fund's full or summary prospectus, which can be obtained by calling 1-800-DIAL-SEI. Read the prospectus carefully before investing.

For those SEI products which employ a multi-manager structure, SIMC is responsible for overseeing the sub-advisers and recommending their hiring, termination, and replacement. SEI Investments Management Corporation (SIMC) is the adviser to the SEI Funds, which are distributed by SEI Investments Distribution Co. (SIDCO). SIMC and SIDCO are wholly owned subsidiaries of SEI Investments Company.

There are risks involved with investing including loss of principal. There is no assurance that the objectives of any strategy or fund will be achieved or will be successful. Diversification may not protect against market risk. In addition to the normal risks associated with investing, international investments may involve risk of capital loss from unfavorable fluctuation in currency values, from differences in generally accepted accounting principles or from social, economic or political instability in other nations. Emerging markets involve heightened risks related to the same factors as well as increased volatility and lower trading volume. In addition to the normal risks associated with investing, investments in smaller companies typically exhibit higher volatility. In addition to the normal risks associated with investing, REIT investments are subject to changes in economic conditions, credit risk and interest rate fluctuations.

Neither SEI nor its subsidiaries provide tax advice. Please note that (i) any discussion of U.S. tax matters contained in this communication cannot be used by you for the purpose of avoiding tax penalties; (ii) this communication was written to support the promotion or marketing of the matters addressed herein; and (iii) you should seek advice based on your particular circumstances from an independent tax advisor.