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Index Disclosures
Index Disclosures

Performance of indexes reflects the unmanaged result for the market segment the selected stocks MSCI FI EAFE International is a rules-based index which serves as a benchmark for
represent. Indexes are unmanaged and not available for direct investment. developed international country fixed income performance.
Citigroup Corporate Bond is an index which serves as a benchmark for corporate bond MSCI EAFE Index is listed for foreign stock funds (EAFE refers to Europe, Australia and Far
performance. You cannot invest directly in an index. East). Widely accepted as a benchmark for international stock performance, it is an aggregate
Citigroup Mortgage Master is an index which serves as a benchmark for U.S. mortgage-backed of 21 individual country indexes.
securities performance. MSCI EAFE Large Value represents the large cap value stocks within the MSCI EAFE Index.
Citigroup WGBI Index is an index which serves as a benchmark for global bond performance, MSCI EAFE Large Growth represents the large cap growth stocks within the MSCI EAFE
including 22 different government bond markets. Index.
Credit Suisse High Yield Index is an unmanaged, trader priced index constructed to mirror the MSCI EAFE Mid Value represents the mid cap value stocks within the MSCI EAFE Index.
characteristics of the high yield bond market. MSCI EAFE Mid Growth represents the mid cap growth stocks within the MSCI EAFE Index.
Bloomberg Barclays U.S. Aggregate Bond (BB Aggregate Bond) represents securities that MSCI EAFE Small Value represents the small cap value stocks within the MSCI EAFE Index.
are U.S., domestic, taxable, and dollar denominated. The index covers the U.S. investment grade MSCI EAFE Small Growth represents the small cap growth stocks within the MSCI EAFE
fixed rate bond market, with index components for government and corporate securities, mortgage Index.
pass-through securities, and asset-backed securities. These major sectors are subdivided into MSCI EM (Emerging Markets) Index serves as a benchmark for each emerging country. The
more specific indices that are calculated and reported on a regular basis. average size of these companies is (U.S.) $400 million, as compared with $300 billion for those
BC Credit Bond Index includes publicly issued U.S. corporate and specified foreign debentures companies in the World index.
and secured notes that meet the specified maturity, liquidity, and quality requirements. To qualify, MSCI World Index is a rules-based index that serves as a benchmark for the developed global
bonds must be SEC-registered. equity markets.
BC U.S. Corporate Investment Grade represents investment grade corporate securities that are MSCI Europe ex UK Index is a rules-based index that serves as a benchmark for Europe’s
U.S., domestic, taxable, and dollar denominated. equity markets, excluding the United Kingdom.
BC High Yield Corporate Bond represents below investment grade corporate securities that are MSCI Pacific ex Japan Index is a rules-based index that serves as a benchmark for Asia
U.D., domestic, taxable, and dollar denominated. Pacific’s equity markets, excluding Japan.
BC TIPS Index includes publicly issued U.S. government treasury inflation protected securities MSCI United Kingdom Index is a rules-based index that serves as a benchmark for the United
that meet the specified maturity, liquidity and other requirements. Kingdom’s equity markets.
BC Mortgage-Backed Securities covers agency mortgage-backed pass-through securities (both MSCI Japan is a rules-based index that serves as a benchmark for Japan’s equity markets.
fixed-rate and hybrid ARMs) issued by Ginnie Mae (GNMA), Fannie Mae (FNMA), and Freddie NAREIT AII REIT Index includes all tax-qualified REITs with common shares that trade on the
Mac (FHLMC). New York Stock Exchange the American Stock Exchange or the NASDAQ National Market
BC Muni Bond covers the USD-denominated long term tax exempt bond market with four main List.
sectors: state and local general obligation bonds, revenue bonds, insured bonds, and pre-refunded 3-Month T-Bills (90 Day T-Bill Index) are government-backed, short-term investments
bonds. considered to be risk-free and as good as cash because the maturity is only three months.
BC Government Index includes publicly issued U.S. government securities that meet the Russell 1000 Growth Index is a market-capitalization weighted index of those firms in the
specified maturity, liquidity and other requirements. Russell 1000 with higher price-to-book ratios and higher forecasted growth values.
BarCap U.S. Aggregate 1-3 Yr. TR USD Index represents securities in the BC U.S. Russell 1000 Value Index is a market-capitalization weighted index of those firms in the
Aggregate Index that have maturity dates over the next 1-3 years. Russell 1000 with lower price-to-book ratios and lower forecasted growth values.
BarCap U.S. Aggregate 3-5 Yr. TR USD Index represents securities in the BC U.S. Aggregate Russell Top 200 Growth Index is a market-capitalization weighted index of those firms in the
Index that have maturity dates over the next 3-5 years. Russell Top 200 with higher price-to-book ratios and higher forecasted growth values.
BarCap U.S. Aggregate 5-7 Yr. TR USD Index represents securities in the BC U.S. Aggregate Russell Top 200 Value Index is a market-capitalization weighted index of those firms in the
Index that have maturity dates over the next 5-7 years. Russell Top 200 with lower price-to-book ratios and lower forecasted growth values.
BarCap U.S. Aggregate 7-10 Yr. TR USD Index represents securities in the BC U.S. Aggregate Russell 2000 Growth Index is a market-weighted total return index that measures the performance
Index that have maturity dates over the next 7-10 years. of companies within the Russell 2000 Index having higher price-to-book ratio and higher forecasted
BarCap U.S. Aggregate 10+ Yr. TR USD Index represents securities in the BC U.S. Aggregate growth values.
Index that have maturity dates over 10 years. Russell 2000 Index consists of the smallest 2000 companies in the Russell 3000 Index, representing
DJW 5000 (Full Cap) Index measures the performance of all U.S. common equity securities, and approximately 7% of the Russell 3000 total market capitalization.
serves as an index of all stock trades in the U.S. Russell 2000 Value Index is a market-weighted total return index that measures the performance of
MSCI FI Emerging Markets is a rules-based index which serves as a benchmark for emerging companies within the Russell 2000 Index having lower price-to-book ratio and lower forecasted growth
values.
country fixed income performance.

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