Wednesday, February 16, 2011

SEI Investments 401k (CAP) PSDS Scan 12-31-2010



This is a financial services company. All the plan investment options are SEI collective trusts, SEI mutual funds and company stock SEIC. The company has more funds (506) than shareholders (426). The SEI Target Date funds in the plan are S&P Target Date ETF funds TZD,E,G,I,L,O,V and they do not yet have 5yr data. The corresponding Vanguard TDFs were used in the scan. Other proxies in the scan for the same reason are VLACX for SLGAX, NAESX for SLLAX and VMMXX for TPRXX. FTSE All-World Ex-US index data were used to provide missing 5yr data for WEUSX. The Balanced portfolio is above average and includes all the investment options.

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