| MSCI All Country World Investable Market Index (IMI) | Captures large and mid cap representation across 23 Developed Markets (DM) and 24 Emerging Markets (EM) countries. With 2,509 constituents, the index covers approximately 85% of the global investable equity opportunity set. DM countries include: Australia, Austria, Belgium, Canada, Denmark, Finland, France, Germany, Hong Kong, Ireland, Israel, Italy, Japan, Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland, the UK and the US. EM countries include: Brazil, Chile, China, Colombia, Czech Republic, Egypt, Greece, Hungary, India, Indonesia, Korea, Kuwait, Malaysia, Mexico, Peru, Philippines, Poland, Qatar, Saudi Arabia, South Africa, Taiwan, Thailand, Turkey and United Arab Emirates. |
| MSCI ACWI | The MSCI ACWI captures large and mid cap representation across Developed Markets (DM) and Emerging Markets (EM) countries. The index covers approximately 85% of the global investable equity opportunity set. TRN indicates Total Return Net while TRG indicates Total Return Gross. |
| Bloomberg U.S. Aggregate Bond | Measures the performance of investment grade, U.S. dollar-denominated, fixed-rate taxable bond market, including Treasuries, government-related and corporate securities, MBS (agency fixed-rate and hybrid ARM pass-throughs), ABS, and CMBS. |
| Bloomberg Government Credit 1-3 Yr | Measures investment grade, US dollar-denominated, fixed-rate nominal Treasuries, government-related and corporate securities with 1-3 year maturities. The index was created in October 1997, with history backfilled to January 1, 1976. |
| Bloomberg US Government 1-3 Yr | Is comprised of US Treasury and US Agency securities with maturities equal or greater than 1 years but less than 3 years. The index was created in June 1997, with history backfilled to January 1, 1976. |
| Bloomberg Global Aggregate Hedged | Measures global investment grade debt from a multitude of local currency markets. This multi-currency benchmark includes treasury, government-related, corporate and securitized fixed-rate bonds from both developed and emerging markets issuers. Currency exposure is hedged to the U.S. dollar. |
| Bloomberg Global Aggregate Bond ex USD Hedged | Is an investment grade, multi-currency benchmark including treasury, government-related, corporate and securitized fixed-rate bonds from both developed and emerging markets issuers. This index is a subset of Global Aggregate Index, which excludes USD-denominated securities. Currency exposure is hedged to the U.S. dollar. |
| Bloomberg 1-3 Month T-Bill | Tracks the market for treasury bills issued by the U.S. government with time to maturity between 1 and 3 months. |
| FTSE 30 Day T-Bill | Is a market value-weighted index designed to measure the performance of public obligations of the U.S. Treasury with maturities of approximately one month. |
| S&P 500 | Is widely regarded as the best single gauge of large-cap U.S. equities. The index includes 500 leading companies and covers approximately 80% of available market capitalization |
| Russell 3000 | Measures the performance of 3,000 stocks and includes all large-cap, mid-cap and small-cap US equities, along with some microcap stocks. The index is designed to represent approximately 98% of investable US equities by market capitalization. |
| NASDAQ Composite | Measures all Nasdaq domestic and international based common type stocks listed on The Nasdaq Stock Market. |
| MSCI EAFE | Captures large and mid cap representation across 21 Developed Markets countries around the world, excluding the US and Canada. With 693 constituents, the index covers approximately 85% of the free float-adjusted market capitalization in each country. Developed Markets countries in the MSCI EAFE Index include: Australia, Austria, Belgium, Denmark, Finland, France, Germany, Hong Kong, Ireland, Israel, Italy, Japan, the Netherlands, New Zealand, Norway, Portugal, Singapore, Spain, Sweden, Switzerland and the UK.
All indexes are unmanaged, and an individual cannot invest directly in an index. Index returns do not include fees or expenses. |