Index DEFINITIONS & Disclaimer
The S&P 500 Index is a widely recognized, market-capitalization-weighted index that measures the performance of 500 large-cap U.S. companies across a broad range of industries. It is commonly used as a benchmark for the overall U.S. equity market.
The Nasdaq-100 Index is a market-capitalization-weighted index composed of 100 of the largest non-financial companies listed on the Nasdaq Stock Market. The index has significant exposure to technology and growth-oriented companies and may be more concentrated by sector than broader equity market indexes.
The MSCI EAFE Index is a widely recognized equity index that measures the performance of large- and mid-cap companies in developed markets outside of the U.S. and Canada, including markets in Europe, Australasia, and the Far East.
The MSCI Emerging Markets Index is a widely recognized equity index that measures the performance of large- and mid-cap companies across emerging market countries. The index is commonly used as a benchmark for emerging market equity performance.
Indexes are unmanaged and do not reflect the deduction of advisory fees, trading costs, transaction expenses, taxes, or other investment-related expenses. Investors cannot invest directly in an index. Index performance is shown for illustrative and comparative purposes only and does not represent the performance of any specific investment product, strategy, or client account.
References to the S&P 500 Index, Nasdaq-100 Index, MSCI EAFE Index, or MSCI Emerging Markets Index are not intended to imply that any investment strategy will achieve performance, volatility, risk characteristics, or holdings similar to any such index. Differences in investment objectives, portfolio construction, fees, expenses, liquidity, concentration, geographic exposure, currency exposure, sector exposure, and market capitalization may cause actual results to differ materially from the indexes shown. Past performance is not indicative of future results. Investment strategies involve risk, including the possible loss of principal.
