Bloomberg Barclays U.S. Aggregate Bond Index - The Index covers the investment-grade, U.S. dollar-denominated, fixed-rate taxable bond market, including Treasuries, government-related and corporate securities, MBS, ABS, and CMBS.
Russell 3000® Index - The Index is comprised of the 3000 largest and most liquid stocks based and traded in the U.S.
Blended Benchmark - The Benchmark is equally weighted to include these six indexes: the Alerian MLP Index, Dow Jones U.S. Select Dividend Index, ICE BofAML Fixed Rate Preferred Securities Index, ICE BofAML U.S. High Yield Index,Bloomberg Barclays EM USD Aggregate Index and Bloomberg Barclays U.S. MBS Index. An index does not charge management fees or brokerage expenses, and no such fees or expenses were deducted from the index performance shown. The Alerian MLP Index is a composite of the 50 most prominent energy master limited partnerships calculated using a float-adjusted market capitalization methodology. The Dow Jones U.S. Select Dividend Index consists of 100 widely-traded, dividend-paying stocks derived from the Dow Jones U.S. Total Market Index. The ICE BofAML Fixed Rate Preferred Securities Index tracks the performance of fixed-rate U.S. dollar denominated preferred securities issued in the U.S. domestic market. The ICE BofAML U.S. High Yield Index tracks the performance of U.S. dollar denominated below investment grade corporate debt publicly issued in the U.S. domestic market. The Bloomberg Barclays EM USD Aggregate Index is a flagship hard currency Emerging Markets debt bench mark that includes USD denominated debt from sovereign, quasi-sovereign, and corporate EM issuers. The Bloomberg Barclays U.S. MBS Index measures the performance of investment grade fixed-rate mortgage-backed pass-through securities of GNMA, FNMA, and FHLMC.