Indices Disclosures

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.
https://www.spglobal.com/spdji/en/indices/equity/sp-500/#overview

S&P United States REIT defines and measures the investable universe of publicly traded real estate investment trusts within the United States.
https://www.spglobal.com/spdji/en/indices/equity/sp-united-states-reit/#overview

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.
https://research.ftserussell.com/Analytics/FactSheets/Home/DownloadSingleIssue?openfile=open&issueName=US3000USD&isManual=True

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.
https://research.ftserussell.com/Analytics/FactSheets/Home/DownloadSingleIssue?openfile=open&issueName=US1000USD&isManual=True

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.
https://research.ftserussell.com/Analytics/FactSheets/Home/DownloadSingleIssue?openfile=open&issueName=US5015USD&isManual=True

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.
https://research.ftserussell.com/Analytics/FactSheets/Home/DownloadSingleIssue?openfile=open&issueName=US2000USD&isManual=True

MSCI EAFE measures performance of developed countries’ markets, excluding U.S. and Canada. It focuses on large cap and mid-cap representation.
https://www.msci.com/documents/10199/822e3d18-16fb-4d23-9295-11bc9e07b8ba

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.
https://www.msci.com/documents/10199/c0db0a48-01f2-4ba9-ad01-226fd5678111

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.
https://www.theice.com/market-data/indices/fixed-income-indices

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.
https://www.theice.com/market-data/indices/fixed-income-indices

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.
https://www.bloomberg.com/quote/LUTLTRUU:IND

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.
https://www.bloomberg.com/quote/LBUSTRUU:IND

BBgBarclays US Treasury US TIPS measures the performance of the US Treasury Inflation Protected Securities (TIPS) market.
https://www.bloomberg.com/quote/LBUTTRUU:IND

BBgBarclays High Yield Corp measures the USD-denominated, high-yield, fixed-rate corporate bond market.
https://www.bloomberg.com/quote/LF98TRUU:IND

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.
https://www.bloomberg.com/quote/LEGATRUU:IND

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.
https://www.morningstar.com/funds/xnas/mflax/quote

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.
https://www.morningstar.com/funds/xnas/mlfax/quote