| 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. |
| DISCLOSURE | All indexes are unmanaged, and an individual cannot invest directly in an index. Index returns do not include fees or expenses. |