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| Russell 1000® Value Index |
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| The Russell 1000® Value Index measures the performance of those Russell 1000® Index companies with lower price-to-book- ratios and lower forecasted growth values. The Russell 1000® Value Index measures the performance of the 1,000 largest companies in the Russell 3000® Index. |
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| Russell Midcap® Value Index |
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| The Russell Midcap® Value Index measures the performance of those Russell Midcap companies with lower price-to-book- ratios and lower forecasted growth values. The stocks are also members of the Russell 1000® Value Index. The Russell Midcap® Index measures the performance of the 800 smallest companies in the Russell 1000® Index, which represent approximately 25% of the total market capitalization of the Russell 1000® Index. |
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| Russell 3000® Value Index |
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| The Russell 3000® Value Index measures the performance of those Russell 3000® Index companies with lower price-to-book- ratios and lower forecasted growth values. The stocks in this Index are also members of either the Russell 1000® Value or the Russell 2000® Value Indexes. The Russell 3000® Index measures the performance of the 3,000 largest companies based on total market capitalization, which represents approximately 98% of the investable U.S. equity market. |
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| Russell 2500® Value Index |
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| The Russell 2500® Value Index measures the performance of those Russell 2500® companies with lower price-to-book- ratios and lower forecasted growth values. The Russell 2500® Index measures the performance of the 2,500 smallest companies in the Russell 3000® Index. |
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| Russell 2000® Value Index |
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| The Russell 2000® Value Index measures the performance of those Russell 2000® companies with lower price-to-book ratios and lower forecasted growth values. The Russell 2000® Index measures the performance of the 2,000 smallest companies in the Russell 3000® Index. |
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| Barclays Capital Aggregate Bond Index |
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| The Barclays Capital Aggregate Bond Index is a market value weighted performance benchmark for investment-grade, fixed-rate debt issues, including government, corporate, asset-backed, and mortgage-backed securities, with maturities of at least one year. |
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| *Benchmark returns include reinvestment of income, but do not reflect taxes, investment advisory and other fees that would reduce performance in an actual account. It is not possible to invest in an index. |
