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Disclosures
The S&P Target Date® Index Series consists of 11 multi-asset class indexes: the S&
corresponds to a specific target retirement date (ranging from 2010 through 2055+).
across the universe of target date fund managers. The index does not reflect any de
investors.
The S&P 500® Index is a widely recognized, unmanaged index representative of co
The Russell 1000® Index is a widely recognized, unmanaged index representing the
The Russell 1000 Value Index is an unmanaged index consisting of those Russell 10
capitalization) with greater than average value orientation that tend to exhibit lower p
growth universe.
The Russell 1000 Growth Index is an unmanaged index consisting of those Russell
capitalization) with greater than average growth orientation that tend to exhibit highe
value universe.
The S&P Midcap 400® Index is a widely recognized, unmanaged index representati
The Russell Midcap® Value Index is a widely recognized, unmanaged index that me
capitalization U.S. common stocks) with lower price-to-book ratios and lower forecas
Russell Midcap® Growth Index is a widely recognized, unmanaged index that meas
capitalization U.S. common stocks) with higher price-to-book ratios and higher forec
The Russell 2000 Index is a widely recognized, unmanaged index representative of
The Russell 2000 Value Index is a widely recognized, unmanaged index that measu
capitalization U.S. common stocks) with lower price-to-book ratios and lower forecas
The Russell 2000 Growth Index is a widely recognized, unmanaged index that meas
small-capitalization U.S. common stocks) with higher price-to-book ratios and higher
The MSCI EAFE Index is a widely recognized, unmanaged index representative of e

