Sometimes the best offense is a good defense.
Fixed-income holdings are one of the few genuine diversifiers of equity risk that have also generally delivered a risk premium in excess of cash.
SEI’s fixed-income funds help to balance risk and return drivers that can offer compelling returns in rising, falling, or stable interest rate environments.
We offer the following taxable and tax-exempt fixed-income funds:
|Taxable Fixed Income Funds|
|Real Return Fund||SRYRX||78413L738|
|Core Fixed Income Fund||SCFYX||78413L100|
|High Yield Bond Fund||SIYYX||78413L407|
|Conservative Income Fund||COIYX||78413L654|
|Emerging Markets Debt Fund||SIEDX||78411R828|
|Tax-Exempt Fixed Income|
|Tax-Advantaged Income Fund||STAYX||784118465|
|Intermediate Term Municipal Fund||SINYX||784118549|
|Tax-Free Conservative Income Fund||TFCYX||78413L639|
|Short Duration Government Fund||SDGFX||783965445|
|Short Duration Municipal Fund||SHYMX||784118531|
|California Municipal Bond Fund||SCYYX||784118523|
|Massachusetts Municipal Bond Fund||SMSYX||784118515|
|New Jersey Municipal Bond Fund||SNJYX||784118499|
|New York Municipal Bond Fund||SNYYX||784118481|
|Pennsylvania Municipal Bond Fund||SPAYX||784118473|
There is no guarantee that the Fund's income will be exempt from federal or state income taxes or the alternative minimum tax. Capital gains, if any, are subject to capital gains tax.
Why choose SEI fixed-income funds?
- Fixed income can serve as a valuable stabilizer and crucial diversifier providing a degree of buffer or “insurance” against equity losses.
- Our fixed-income funds take a variety of risk factors into consideration, including inflation, credit, duration, and liquidity, in order to avoid simply mimicking an index.
- We seek to identify investment managers that help to capture unique sources of return over the long term.
- SEI seeks specialists with unique expertise to work collectively under our watch to harvest opportunities in order to diversify by alpha sources.
Whether used as a stand-alone strategy, or as part of a balanced portfolio, SEI fixed-income funds provide a well-constructed, diversified fixed-income solution to help navigate market instabilities, and help your clients achieve long-term investment goals.
Credit: Borrowing money, or having the right to borrow money, to buy something. Usually it means you’re using a credit card, but it might also mean that you got a loan.
Duration: A measure of the sensitivity of the price of a bond or other debt instrument to a change in interest rates.
Liquidity: A measure of the ability and ease with which you can access and use your money.
This material represents an assessment of the market environment at a specific point in time and is not intended to be a forecast of future events, or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice. This information is for educational purposes only.
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. No investment strategy, including diversification, can protect against market risk or loss. Bonds and bond funds will decrease in value as interest rates rise. High yield securities may be more volatile and be subject to greater levels of credit or default risk. There is no guarantee that municipal bond fund income will be exempt from federal or state income taxes or the federal alternative minimum tax. Capital gains, if any, are subject to capital gains tax. 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. Past performance does not guarantee future results.
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 (SEI).
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.
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.