Markowitz Enrollment - Web Book - Ready - Flipbook - Page 69
Investment Factsheet
PAGE 39 OF 45
Inv. Data as of 09/30/24.
STATEMENT OF ADDITIONAL DISCLOSURES: INDEX DESCRIPTIONS
Russell 2000 TR USD. The index measures the performance of the small-cap segment of the US equity universe. It is a subset of the Russell
3000 and includes approximately 2000 of the smallest securities based on a combination of their market cap and current index membership.
Russell Investment Group is the source and owner of the trademarks, service marks and copyrights related to the Russell Indexes. Russell® is a
trademark of Russell Investment Group.
Russell Mid Cap TR USD. The index measures the performance of the mid-cap segment of the US equity universe. It is a subset of Russell
1000 index and includes approximately 800 of the smallest securities based on a combination of their market cap and current index
membership. The index represents approximately 31% of the total market capitalization of the Russell 1000 companies.
Morningstar.
This following indices are part of this family:
Morningstar Lifetime Mod 2020 TR USD. The index measures the performance of a portfolio of global equities, bonds and traditional
inflation hedges such as commodities and TIPS. This portfolio is held in proportions appropriate for a US 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 Mod 2025 TR USD. The index measures the performance of a portfolio of global equities, bonds and traditional
inflation hedges such as commodities and TIPS. This portfolio is held in proportions appropriate for a US investor who is about 15 years away
from retirement. The Moderate risk profile is for investors who are comfortable with average exposure to equity market volatility.
Morningstar Lifetime Mod 2030 TR USD. The index measures the performance of a portfolio of global equities, bonds and traditional
inflation hedges such as commodities and TIPS. This portfolio is held in proportions appropriate for a US investor who is about 20 years away
from retirement. The Moderate risk profile is for investors who are comfortable with average exposure to equity market volatility.
Morningstar Lifetime Mod 2035 TR USD. The index measures the performance of a portfolio of global equities, bonds and traditional
inflation hedges such as commodities and TIPS. This portfolio is held in proportions appropriate for a US investor who is about 25 years away
from retirement. The Moderate risk profile is for investors who are comfortable with average exposure to equity market volatility.
Morningstar Lifetime Mod 2040 TR USD. The index measures the performance of a portfolio of global equities, bonds and traditional
inflation hedges such as commodities and TIPS. This portfolio is held in proportions appropriate for a US 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.
Morningstar Lifetime Mod 2045 TR USD. The index measures the performance of a portfolio of global equities, bonds and traditional
inflation hedges such as commodities and TIPS. This portfolio is held in proportions appropriate for a US investor who is about 35 years away
from retirement. The Moderate risk profile is for investors who are comfortable with average exposure to equity market volatility.
Morningstar Lifetime Mod 2050 TR USD. The index measures the performance of a portfolio of global equities, bonds and traditional
inflation hedges such as commodities and TIPS. This portfolio is held in proportions appropriate for a US investor who is about 40 years away
from retirement. The Moderate risk profile is for investors who are comfortable with average exposure to equity market volatility.
Morningstar Lifetime Mod 2055 TR USD. The index measures the performance of a portfolio of global equities, bonds and traditional
inflation hedges such as commodities and TIPS. This portfolio is held in proportions appropriate for a US investor who is about 45 years away
from retirement. The Moderate risk profile is for investors who are comfortable with average exposure to equity market volatility.
Morningstar Lifetime Mod 2060 TR USD. The index measures the performance of a portfolio of global equities, bonds and traditional
inflation hedges such as commodities and TIPS. This portfolio is held in proportions appropriate for a US investor who is about 45 years away
from retirement. The Moderate risk profile is for investors who are comfortable with average exposure to equity market volatility.
Morningstar Lifetime Mod Incm TR USD. The index measures the performance of a portfolio of global equities, bonds and traditional inflation
hedges such as commodities and TIPS. This portfolio is held in proportions appropriate for a US investor who is at least ten years into
retirement. The Moderate risk profile is for investors who are comfortable with average exposure to equity market volatility.
MSCI. © 2024 MSCI. All Rights Reserved. Without prior written permission of MSCI, this information and any other MSCI intellectual property may
only be used for your internal use, may not be reproduced or redisseminated in any form and may not be used to create any financial instruments or
products or any indices. This information is provided on an as is basis, and the user of this information assumes the entire risk of any use made of
Please see important disclosures in the Statement of Additional Disclosures. © 2024, Broadridge Financial Solutions, Inc. All rights reserved. The analysis
and opinions generated by Broadridge and its affiliates do not constitute professional investment advice and are provided solely for informational purposes.
