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Name
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Benchmark
|
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1-3 Year U.S. Agency Index Strategy | Bloomberg U.S. 1-3 Year Agency Bond Index |
1-3 Year U.S. Credit Index Strategy | Bloomberg U.S. 1-3 Year Credit Bond Index |
20+ Year U.S. Treasury STRIPS Index Strategy | Bloomberg U.S. 20+ Year STRIPS Index |
3-10 Year U.S. Agency Index Strategy | Bloomberg U.S. 3-10 Year Agency Bond Index |
3-10 Year U.S. Credit Index Strategy | Bloomberg U.S. 3-10 Year Credit Bond Index |
3-10 Year U.S. Treasury Index Strategy | Bloomberg U.S. 3-10 Year Treasury Bond Index |
Active Emerging Markets Strategy | MSCI Emerging Markets Index |
Aggressive Strategic Balanced Strategy | Composite: 38% S&P 500® Index, 25% MSCI ACWI ex USA IMI Index, 13% Real Asset Custom Blended Index, 12% Russell Small Cap Completeness® Index, 8% Bloomberg U.S. Aggregate Bond Index, 4% ICE BofA US High Yield Constrained Index |
All International Allocation Strategy | MSCI ACWI ex USA Index |
All-Country World Active Strategy | MSCI ACWI Index |
All-Country World ex-U.S. Active Strategy | MSCI ACWI ex USA Index |
Asia Pacific Value Spotlight Strategy | MSCI All Country Asia Pacific Index |
Asia Pacific ex-Japan Active Strategy | MSCI Pacific ex-Japan Index |
Canadian Fundamental Equity Strategy | S&P®/TSX® Capped Composite Index |
China Equity Select Strategy | MSCI China 10/40 Index |
Conservative S&P 500® Index Strategy | S&P 500® Index |
Conservative Strategic Balanced Strategy | Composite: 60% Bloomberg U.S. Aggregate Bond Index, 12% S&P 500® Index, 8% Real Asset Custom Blended Index, 7% MSCI ACWI ex USA IMI Index, 5% ICE BofA US High Yield Constrained Index, 5% Bloomberg U.S. 1-3 Year Government /Credit Bond Index, 3% Russell Small Cap Completeness® Index |
Daily MSCI ACWI ex USA Index Strategy | MSCI ACWI ex USA Index |
Daily MSCI Canada Index Strategy | MSCI Canada Index |
Daily MSCI EAFE Index Strategy | MSCI EAFE Index |
Daily MSCI Europe Index Strategy | MSCI Europe Index |
Daily MSCI Japan Index Strategy | MSCI Japan Index |
Emerging Markets Active Strategy | MSCI Emerging Markets Index |
Emerging Markets Enhanced Strategy | MSCI Emerging Markets Index |
Emerging Markets Equity Select Strategy | MSCI Emerging Markets Index |
Emerging Markets Small Cap Active Strategy | MSCI Emerging Markets Small Cap Index |
Europe Active Strategy | MSCI Europe Index |
Europe Enhanced Strategy | MSCI Europe Index |
Europe Value Spotlight Strategy | MSCI Europe Index |
Eurozone Value Spotlight Strategy | MSCI EMU Index |
FTSE RAFI® U.S. 1000 Index Strategy | FTSE RAFI® U.S. 1000 Index |
Global Active Strategy | MSCI World Index |
Global Enhanced Strategy | MSCI World ex Australia Index |
Global Equity Select Strategy | MSCI ACWI Index |
Global Liquid Real Estate Securities Index Strategy | FTSE® EPRA® NAREIT® Developed Liquid Index |
Global Value Spotlight Strategy | MSCI World Index |
Global Value Strategy | MSCI World Index |
Government Short Term Investment Strategy | ICE BofA 3-Month U.S. Treasury Bill Index |
Intermediate U.S. Aggregate Bond Index Strategy | Bloomberg U.S. Intermediate Aggregate Bond Index |
Intermediate U.S. Credit Index Strategy | Bloomberg U.S Intermediate Credit Bond Index |
Intermediate U.S. Government Bond Index Strategy | Bloomberg U.S. Intermediate Government Bond Index |
Intermediate U.S. Government/Credit Bond Index Strategy | Bloomberg U.S. Intermediate Government/Credit Bond Index |
International Equity Select Strategy | MSCI EAFE Index |
International Small Cap Active Strategy | MSCI EAFE Small Cap Index |
International Value Spotlight Strategy | MSCI EMU Index |
Issuer Scored Corporate Index Strategy | Bloomberg U.S. Issuer Scored Corporate Bond Index |
Japan Active Strategy | MSCI Japan Index |
Long U.S. Credit Index Strategy | Bloomberg U.S. Long Credit Bond Index |
Long U.S. Government Bond Index Strategy | Bloomberg U.S. Long Government Bond Index |
Long U.S. Government/Credit Bond Index Strategy | Bloomberg U.S. Long Government/Credit Bond Index |
Long U.S. Treasury Inflation Protected Securities (TIPS) Index Strategy | Bloomberg U.S. 10+ Year Treasury Inflation Protected Securities (TIPS) Index |
MSCI ACWI Ex USA IMI Index Strategy | MSCI ACWI ex USA IMI Index |
MSCI ACWI Index Strategy | MSCI ACWI Index |
MSCI ACWI ex USA IMI Screened Index Strategy | MSCI ACWI ex USA IMI Index |
MSCI ACWI ex USA Index Strategy | MSCI ACWI ex USA Index |
MSCI Australia Index Strategy | MSCI Australia Index |
MSCI Canada Index Strategy | MSCI Canada Index |
MSCI Canada Small Cap Index Strategy | MSCI Canada Small Cap Index |
MSCI China Index Strategy | MSCI China Index |
MSCI EAFE Index Strategy | MSCI EAFE Index |
MSCI EAFE Small Cap Index Strategy | MSCI EAFE Small Cap Index |
MSCI Emerging Markets Index Strategy | MSCI Emerging Markets Index |
MSCI Europe Index Strategy | MSCI Europe Index |
MSCI Europe Screened Index Strategy | MSCI Europe Index |
MSCI Germany Index Strategy | MSCI Germany Index |
MSCI Hong Kong Index Strategy | MSCI Hong Kong Index |
MSCI Japan Index Strategy | MSCI Japan Index |
MSCI Pacific Screened Index Strategy | MSCI Pacific Index |
MSCI U.K. Index Strategy | MSCI United Kingdom Index |
Moderate Strategic Balanced Strategy | Composite: 32% Bloomberg U.S. Aggregate Bond Index, 28% S&P 500® Index, 18% MSCI ACWI ex USA IMI Index, 10% Real Asset Custom Blended Index, 7% Russell Small Cap Completeness® Index, 5% ICE BofA US High Yield Constrained Index |
NASDAQ-100 Index® Strategy | NASDAQ-100 Index® |
North America Enhanced Strategy | MSCI North America Index |
Pacific Enhanced Strategy | MSCI Pacific Index |
Real Asset Strategy | Composite: 25% Bloomberg Roll Select Commodity IndexSM, 25% S&P® Global LargeMidCap Commodity and Resources Index, 20% S&P® Global Infrastructure Index, 10% Dow Jones U.S. Select REIT IndexSM, 20% Bloomberg US Government Inflation-Linked 1-10 Year Bond Index |
Russell 1000® Growth Index Strategy | Russell 1000® Growth Index |
Russell 1000® Index Strategy | Russell 1000® Index |
Russell 1000® Value Index Strategy | Russell 1000® Value Index |
Russell 2000® Growth Index Strategy | Russell 2000® Growth Index |
Russell 2000® Index Futures Strategy | Russell 2000® Index |
Russell 2000® Index Strategy | Russell 2000® Index |
Russell 2000® Value Index Strategy | Russell 2000® Value Index |
Russell 3000® Index Strategy | Russell 3000® Index |
Russell 3000® Screened Index Strategy | Russell 3000® Index |
Russell Small Cap Completeness® Index Strategy | Russell Small Cap Completeness® Index |
Russell Top 200® Index Strategy | Russell Top 200® Index |
S&P 500® Index Futures Strategy | S&P 500® Index |
S&P 500® Index Strategy | S&P 500® Index |
S&P 500® Screened Index Strategy | S&P 500® Index |
S&P 500® ex-Tobacco Index Strategy | S&P 500® ex Tobacco Index |
S&P GSCI® Strategy | S&P GSCI® Commodity Index |
S&P MidCap 400® Index Strategy | S&P MidCap 400® Index |
S&P® 500 Equal Weight Index Strategy | S&P 500® Equal Weight Index |
Short Term Investment Strategy | ICE BofA 3-Month U.S. Treasury Bill Index |
Socially Responsible U.S. Credit Index Strategy | Bloomberg U.S. Credit Bond Index |
Target Retirement 2020 Strategy | Target Retirement Custom Index |
Target Retirement 2025 Strategy | Target Retirement Custom Index |
Target Retirement 2030 Strategy | Target Retirement Custom Index |
Target Retirement 2035 Strategy | Target Retirement Custom Index |
Target Retirement 2040 Strategy | Target Retirement Custom Index |
Target Retirement 2045 Strategy | Target Retirement Custom Index |
Target Retirement 2050 Strategy | Target Retirement Custom Index |
Target Retirement Strategy | Target Retirement Custom Index |
U.S. Aggregate Bond Index Strategy | Bloomberg U.S. Aggregate Bond Index |
U.S. Asset Backed Index Strategy | Bloomberg U.S. ABS Index |
U.S. Asset Backed/Commercial Mortgage Backed Index Strategy | Bloomberg U.S. ABS Index/U.S. CMBS (ERISA Only) Index |
U.S. Community Investing Index Strategy | US Community Investing Index™ |
U.S. Core Plus Fixed Income Strategy | Bloomberg U.S. Aggregate Bond Index |
U.S. Equity Select Strategy | S&P 500® Index |
U.S. Extended Market Index Strategy | Dow Jones U.S. Completion Total Stock Market IndexSM |
U.S. Government Bond Index Strategy | Bloomberg U.S. Government Bond Index |
U.S. Government/Credit Bond Index Strategy | Bloomberg U.S. Government/Credit Bond Index |
U.S. High Yield BB-B Constrained Index Strategy | ICE BofA BB-B US High Yield Constrained Index |
U.S. Large Cap Active Strategy | S&P 500® Index |
U.S. Large Cap Enhanced (Russell 1000®) Strategy | Russell 1000® Index |
U.S. Large Cap Enhanced Edge Strategy | S&P 500® Index |
U.S. Large Cap Enhanced Strategy | S&P 500® Index |
U.S. Managed Volatility Strategy | Russell 3000® Index |
U.S. Mortgage Backed Index Strategy | Bloomberg U.S. MBS Index |
U.S. Premier Growth Equity Strategy | Russell 1000® Growth Index |
U.S. REIT Index Strategy | Dow Jones U.S. Select REIT IndexSM |
U.S. Small Cap Active Strategy | Russell 2000® Index |
U.S. Small Cap Enhanced Strategy | Russell 2000® Index |
U.S. Small Cap Value Enhanced Strategy | Russell 2000® Value Index |
U.S. Total Market Index Strategy | Dow Jones U.S. Total Stock Market IndexSM |
U.S. Treasury Inflation Protected Securities (TIPS) Index Strategy | Bloomberg U.S. Treasury Inflation Protected Securities (TIPS) Index |
U.S. Value Spotlight Strategy | MSCI USA Index |
World Enhanced Strategy | MSCI World Index |
World Government Bond Index Strategy | FTSE World Government Bond Index |
World Government Bond ex-U.S. Index Strategy | FTSE World Government Bond Ex-U.S. Index |
Name
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Benchmark
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Performance quoted represents past performance, which is not a reliable indicator of future performance. Investing involves risk including the risk of loss of principal. Current performance may be higher or lower than that quoted. All results are historical and assume the reinvestment of dividends and capital gains. Index returns are unmanaged and do not reflect the deduction of any fees or expenses. Index returns reflect all items of income, gain and loss and the reinvestment of dividends and other income as applicable. Performance returns for periods of less than one year are not annualized.