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Investment Factsheet
PAGE 44 OF 50
Inv. Data as of 03/31/25.
STATEMENT OF ADDITIONAL DISCLOSURES: INDEX DESCRIPTIONS
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 2000 Growth TR USD. The index measures the performance of small-cap growth segment of the US equity universe. It includes
those Russell 2000 companies with higher price-to-value ratios and higher forecasted growth values. It is market-capitalization weighted.
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.
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.
Morningstar Mod Con Tgt Risk TR USD. The Morningstar Target Risk Index family is designed to meet the needs of investors who would like
to maintain a target level of equity exposure through a portfolio diversified across equities, bonds and inflation-hedged instruments. The
Morningstar Moderately Conservative Target Risk Index seeks approximately 40% exposure to global equity markets.
Please see important disclosures in the Statement of Additional Disclosures. © 2025, 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.
