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Comparative indices maybe included in our materials presented on this website to include the following definitions and disclosures:
Russell 1000 Growth
The Russell 1000® Growth Index contains those securities in the Russell 1000 Index with a greater-than-average growth orientation, and includes reinvestment of dividends. Companies in this index tend to exhibit higher price-to-book and price/earnings ratios, lower dividends yields, and higher forecasted growth values. The Russell 1000® Growth Index is a trademark of Russell Investments. Russell Investments is the owner of the trademarks, service marks and copyrights related to its respective indexes. An index is unmanaged, does not incur fees or expenses, and cannot be invested in directly.
Russell 2000 Growth
The Russell 2000® Growth Index contains those securities in the Russell 2000 Index with a greater-than average growth orientation, and includes reinvestment of dividends. The Russell 2000® Growth Index is a trademark of Russell Investments. Russell Investments is the owner of the trademarks, service marks and copyrights related to its respective indexes. An index is unmanaged, does not incur fees or expenses, and cannot be invested in directly.
Russell 2500 Growth
The Russell 2500® Growth Index contains those securities in the Russell 2500 Index with a greater-than average growth orientation, and includes reinvestment of dividends. The Russell 2500® Growth Index returns are shown for all years. The Russell 2500® Growth Index is a trademark of Russell Investments. Russell Investments is the owner of the trademarks, service marks and copyrights related to its respective indexes. An index is unmanaged, does not incur fees or expenses, and cannot be invested in directly.
Russell 3000 Growth
The benchmark for the composite is the Russell 3000® Growth Index. The index consists of those securities in the Russell 3000 with a greater-than-average growth orientation, and includes reinvestment of dividends. Companies in this index tend to exhibit higher price-to-book and price/earnings ratios, lower dividends yields, and higher forecasted growth values. The Russell 3000® Growth Index is a trademark of Russell Investments. Russell Investments is the owner of the trademarks, service marks and copyrights related to its respective indexes. An index is unmanaged, does not incur fees or expenses, and cannot be invested in directly.
Russell Microcap Growth
The Russell Micro Cap® Growth Index contains those securities in the Russell Micro Cap Index with a greater-than average growth orientation, and includes reinvestment of dividends. The Russell Micro Cap® Growth Index is a trademark of Russell Investments. Russell Investments is the owner of the trademarks, service marks and copyrights related to its respective indexes. An index is unmanaged, does not incur fees or expenses, and cannot be invested in directly.
S&P 500
The S&P 500 Index is a widely recognized, unmanaged index of the prices of 500 stocks which represent the industrial, financial, utility, and transportation sectors of the equity market, and includes the reinvestment of dividends. This index is commonly used by investors as a proxy for the equity market.
MSCI World Index Total Return Gross
The MSCI World Index Total Return Gross is a global benchmark that includes reinvestment of dividends and it is quoted in USD. The index is a free-float weighted equity index composed of companies that are representative of the market structure of 23 developed market countries in North America, Europe, and the Asia/Pacific Region. It does not include emerging markets. An index is unmanaged and cannot be invested in directly.