S&P 500 measures performance of large cap U.S. equities. It is a market-value-weighted index of 500 stocks. The weightings make each company’s influence on the Index performance tied proportionately to market value of the company.
S&P United States REIT defines and measures the investable universe of publicly traded real estate investment trusts within the United States.
Russell 3000 measures the performance of 3000 of the largest cap equities in the U.S. It is considered a broad benchmark of the U.S. stock market.
Russell 1000 measures the performance of the 1000 largest equities by market cap in the U.S. It is a subset of the broader Russell 3000 Index.
Russell Midcap measures the performance of the smallest 800 companies within the broader Russell 1000 Index. It is focused in the mid-capitalization space with market capitalizations between $2 billion and $8 billion.
Russell 2000 measures performance of small cap U.S. equities. The Russell 2000 is a market-value-weighted index of the 2,000 smallest stocks in the broader Russell 3000 Index.
MSCI EAFE measures performance of developed countries’ markets, excluding U.S. and Canada. It focuses on large cap and mid-cap representation.
MSCI Emerging Markets measures the performance of equity markets in 25 emerging countries around the world, such as China and India, with a focus on large cap and mid-cap.
ICE BofA 3M US Trsy Note TR measures the performance of single issue of a two-year treasury note which matures closest to, but not beyond, one year from the rebalancing date.
ICE BofA 1-3YR US Trsy measures the performance of the direct debt of the U.S. Government having a maturity of at least one year and less than three years.
BBgBarclays Long Term US Trsy measures U.S. dollar-denominated, fixed-rate, nominal debt issued by the U.S. Treasury with 10 years or more to maturity.
BBgBarclays US Aggregate Bond is a broad benchmark that measures the investment grade, USD, fixed-rate taxable bond market. The index includes Treasuries, agency and corporate securities.
BBgBarclays US Treasury US TIPS measures the performance of the US Treasury Inflation Protected Securities (TIPS) market.
BBgBarclays High Yield Corp measures the USD-denominated, high-yield, fixed-rate corporate bond market.
BBgBarclays Global Aggregate (Global Bond) measures global investment grade debt from twenty-four local currency markets. This multi-currency benchmark includes treasury, government-related, corporate and securitized fixed-rate bonds from both developed and emerging markets issuers.
Morningstar Lifetime Moderate 2020 represents a portfolio of global equities, bonds and traditional inflation hedges such as commodities and TIPS. Portfolio is held in proportions appropriate for a U.S. investor who is about ten years away from retirement. The Moderate risk profile is for investors who are comfortable with average exposure to equity market volatility.
Morningstar Lifetime Moderate 2040 represents a portfolio of global equities, bonds and traditional inflation hedges such as commodities and TIPS. Portfolio is held in proportions appropriate for a U.S. investor who is about 30 years away from retirement. The moderate risk profile is for investors who are comfortable with average exposure to equity market volatility.