Investment options of SEI-GROUP 401(K) PLAN AND TRUST
Total Available Funds: 71
| Investment Description |
|---|
| Retirement to 2050 Managed Portfolio |
| Retirement to 2040 Managed Portfolio |
| Retirement to 2030 Managed Portfolio |
| Retirement to 2025 Managed Portfolio |
| Retirement to 2020 Managed Portfolio |
| Retirement to 2010 Managed Portfolio |
| Lifestyle Aggressive – Active Strategy |
| Lifestyle Growth – Active Strategy |
| Lifestyle Balanced – Active Strategy |
| Lifestyle Moderate – Active Strategy |
| EuroPacific Growth Fund |
| International Equity |
| Invesco Small Cap Growth Fund |
| iShares Gold Trust |
| New World Fund |
| Royce Small Cap Opportunity Fund |
| Science & Technology Fund |
| Small Cap |
| Small Cap World Fund |
| Sprott Gold Equity Fund |
| T. Rowe Price Health Science |
| T. Rowe Price Science & Technology |
| Vanguard Value |
| Vanguard Energy Fund |
| Vanguard Explorer Fund |
| Vanguard Mid-Cap Growth |
| Vanguard Mid-Cap Value ETF |
| Vanguard Small Cap Growth Index Fund |
| Vanguard Small Cap Value Index Fund |
| 500 Index Fund |
| BlackRock Large Cap Focus Value |
| Capital Appreciation Fund |
| Capital World Growth & Income |
| Fidelity ContraFund |
| Invesco Oppenheimer Global |
| John Hancock Disciplined Value Fund |
| John Hancock Mid Cap Growth |
| John Hancock US Quality Growth |
| JP Morgan Large Cap Growth |
| MFS Utilities Fund |
| New Perspective Fund |
| American Funds Fundamental Investors |
| Parnassus Core Equity Fund |
| The Growth Fund of America |
| Income Fund of America |
| Investment Company of America |
| Vanguard Growth |
| Victory Diversified Stock |
| Washington Mutual Investors |
| American Balanced Fund |
| Capital Income Builder |
| Federated High Yield Bond |
| Fund Large Cap Value |
| John Hancock Bond Fund |
| PIMCO Real Return |
| US Government Securities |
| PAX Sustainable Allocation |
| Templeton World |
| T. Rowe Price Spectrum Inc. |
| Payden Managed Income Fund |
| Company (U.S.A.) JH Multi-Index 2065 Preservation Portfolio |
| JH Multi-Index 2060 Preservation Portfolio |
| JH Multi-Index 2055 Preservation Portfolio |
| JH Multi-Index 2050 Preservation Portfolio |
| JH Multi-Index 2045 Preservation Portfolio |
| JH Multi-Index 2040 Preservation Portfolio |
| JH Multi-Index 2035 Preservation Portfolio |
| JH Multi-Index 2030 Preservation Portfolio |
| JH Multi-Index 2025 Preservation Portfolio |
| JH Multi-Index 2010 Preservation Portfolio |
| maturing 2025 through 2032 |
Investment model portfolios
We provide two types of investment model portfolios for SEI-GROUP 401(K) PLAN AND TRUST 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.
Retirement Plan (401(k)) Info for SEI-GROUP 401(K) PLAN AND TRUST