Information on Benchmarks
Index returns are for illustrative purposes only and do not reflect management fees, transaction costs, or expenses. Indexes are unmanaged, and one cannot invest directly in an index. Past performance does not guarantee future results.
Benchmark returns have been obtained from MSCI and S&P, non-affiliated third-party sources. Neither MSCI, S&P, nor any other party involved in or related to compiling, computing or creating the data makes any express or implied warranties or representations with respect to such data (or the results to be obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness, merchantability or fitness for a particular purpose with respect to any of such data.
Without limiting the foregoing, in no event shall MSCI, any of its affiliates or any third party involved in or related to compiling, computing, or creating the data have any liability for any direct, indirect, special, punitive, consequential or any other damages (including lost profits) even if notified of the possibility. Net index returns reflect reinvested dividends that are net of foreign withholding taxes, are unmanaged, and do not include the effect of fees.
MSCI All Country World (Net) Index (MSCI ACWI)
MSCI ACWI captures large and mid-cap representation across Developed Markets and Emerging Markets countries. The index covers approximately 85% of the global investable equity opportunity set. Further information may be found at MSCI ACWI Index. It is not possible to invest directly in an index.
MSCI All Country World ex USA (Net) Index (MSCI ACWI ex USA)
MSCI ACWI ex USA captures large and mid-cap representation across Developed Markets countries (excluding the US) and Emerging Markets countries. The index covers approximately 85% of the global equity opportunity set outside the US. Further information may be found at MSCI ACWI ex USA Index. It is not possible to invest directly in an index.
MSCI Emerging Markets (Net) Index (MSCI EM)
MSCI EM captures large and mid cap representation across Emerging Markets countries. The index covers approximately 85% of the free float-adjusted market capitalization in each country. Further information may be found at MSCI EM (Emerging Markets) Index. It is not possible to invest directly in an index.
S&P 500® Index
The S&P 500® is widely regarded as the best single gauge of large-cap U.S. equities. The index includes 500 leading companies and covers approximately 80% of available market capitalization. Further information may be found at S&P Dow Jones Indices. It is not possible to invest directly in an index.
MSCI All Country World Value (Net) Index (MSCI ACWI Value)
MSCI ACWI Value captures large and mid-cap representation across Developed Markets and Emerging Markets countries. The value investment style characteristics for index construction are defined using three variables: book value to price, 12-month forward earnings to price and dividend yield. Further information may be found at MSCI ACWI Value Index. It is not possible to invest directly in an index.
MSCI All Country World ex USA Value (Net) Index (MSCI ACWI ex USA Value)
MSCI ACWI ex USA Value captures large and mid-cap securities exhibiting overall value style characteristics across Developed Markets countries (excluding the US) and Emerging Markets countries. The Value investment style characteristics for index construction are defined using three variables: book value to price, 12-month forward earnings to price and dividend yield. It is not possible to invest directly in an index.
MSCI USA Value (Net) Index (MSCI USA Value)
The MSCI USA Value Index captures large and mid cap US securities exhibiting overall value style characteristics. The value investment style characteristics for index construction are defined using three variables: book value to price, 12-month forward earnings to price and dividend yield. Further information may be found at MSCI USA Value Index. It is not possible to invest directly in an index.
Information about benchmark indices is provided to allow you to compare it to the performance of GQG strategies. Investors often use these well-known and widely recognized indices as one way to gauge the investment performance of an investment manager’s strategy compared to investment sectors that correspond to the strategy. However, GQG’s investment strategies are actively managed and not intended to replicate the performance of the indices: the performance and volatility of GQG’s investment strategies may differ materially from the performance and volatility of their benchmark indices.
Information on Indexes
3Fourteen GPU Availability Index
The 3Fourteen GPU Availability Index is a proprietary market indicator developed by 3Fourteen Research that tracks the real-time availability of on-demand, cloud-based AI compute (such as A100s, H100s, and B200s). It serves as a key leading indicator for pricing trends and sector demand. It is not possible to invest directly in an index.
AEX Index
The AEX Index is an unmanaged, free-float market-capitalization-weighted index that measures the performance of the largest and most actively traded companies listed on Euronext Amsterdam, and is used as a benchmark for the Dutch equity market. It is not possible to invest directly in an index.
Alerian MLP Index
The Alerian MLP Index is an unmanaged, capped, float-adjusted, capitalization-weighted equity index designed to measure the performance of energy infrastructure master limited partnerships that earn the majority of their cash flow from midstream activities involving energy commodities. It is not possible to invest directly in an index.
ASX 200 Index
The S&P/ASX 200 Index is an unmanaged, float-adjusted market-capitalization-weighted index that measures the performance of 200 leading companies listed on the Australian Securities Exchange, and is used as a benchmark for the Australian equity market. It is not possible to invest directly in an index.
BEL 20 Index
The BEL 20 Index is an unmanaged, free-float market-capitalization-weighted index that measures the performance of 20 of the largest and most liquid companies listed on Euronext Brussels, and is used as a benchmark for the Belgian equity market. It is not possible to invest directly in an index.
BIST 100 Index
The BIST 100 Index is an unmanaged, free-float market-capitalization-weighted index that measures the performance of 100 companies listed on Borsa Istanbul, and is used as a benchmark for the Turkish equity market. It is not possible to invest directly in an index.
Bloomberg U.S. Aggregate Bond Index
The Bloomberg U.S. Aggregate Bond Index is an unmanaged, market-value-weighted index that measures the performance of the U.S. investment-grade taxable bond market, including government, corporate, mortgage-backed, and asset-backed securities with maturities of at least one year. It is not possible to invest directly in an index.
Bloomberg U.S. Credit Bond Index
The Bloomberg U.S. Credit Bond Index is an unmanaged, market-value-weighted index that measures the performance of the U.S. investment-grade corporate and specified foreign debentures and secured notes market. It is not possible to invest directly in an index.
Bloomberg Global Aggregate Bond Index
The Bloomberg Global Aggregate Bond Index is an unmanaged, market-value-weighted index that measures the performance of the global investment-grade fixed-rate debt markets, including government, government-related, corporate, and securitized bonds from developed and emerging markets. It is not possible to invest directly in an index.
Bloomberg U.S. Intermediate Credit Index
The Bloomberg U.S. Intermediate Credit Index is an unmanaged, market-value-weighted index that measures the performance of U.S. dollar-denominated, investment-grade corporate and government-related bonds with intermediate-term maturities. It is not possible to invest directly in an index.
Bloomberg Municipal Index
The Bloomberg Municipal Bond Index is an unmanaged, market-value-weighted index that measures the performance of the U.S. investment-grade municipal bond market. It is not possible to invest directly in an index.
CAC 40 Index
The CAC 40 is an unmanaged, capitalization-weighted equity index designed to measure the performance of 40 of the most significant stocks among the 100 largest market capitalizations on Euronext Paris. It is not possible to invest directly in an index.
CSI 300 Index
The CSI 300 Index is an unmanaged capitalization-weighted equity index designed to measure the performance of the 300 largest and most liquid stocks traded on the Shanghai Stock Exchange and the Shenzhen Stock Exchange. It is not possible to invest directly in an index.
DAX Index
The DAX Index is an unmanaged, free-float market-capitalization-weighted index that measures the performance of 40 major German companies listed on the Frankfurt Stock Exchange, and is used as a benchmark for the German equity market. It is not possible to invest directly in an index.
Dow Jones Industrial Average Index
The Dow Jones Industrial Average (DJIA) is a price-weighted stock market index that tracks 30 large, publicly traded U.S. companies listed on major exchanges, intended to represent the performance of prominent companies in the U.S. economy. It is not possible to invest directly in an index.
Dow Jones Transportation Average Index
The Dow Jones Transportation Average (DJT) is an unmanaged, price-weighted index that measures the performance of 20 U.S. transportation-related companies, and is used as a benchmark for the transportation sector of the U.S. equity market. It is not possible to invest directly in an index.
Dow Jones Utility Average Index
The Dow Jones Utility Average is an unmanaged, price-weighted index that measures the performance of 15 prominent U.S. utility companies, and is used as a benchmark for the utility sector of the U.S. equity market. It is not possible to invest directly in an index.
Dow Jones Asia Index
The Dow Jones Asia Index is an unmanaged, float-adjusted market-capitalization-weighted index that measures the performance of companies in Asian equity markets and is used as a benchmark for the broader Asian stock market. It is not possible to invest directly in an index.
Euronext 100 Index
The Euronext 100 Index is an unmanaged, free-float market-capitalization-weighted index that measures the performance of 100 of the largest and most liquid stocks listed on Euronext exchanges, and is used as a benchmark for large-cap equities in the Euronext market. It is not possible to invest directly in an index.
Euro Stoxx 50 Index
The EURO STOXX 50 Index is an unmanaged, free-float market-capitalization-weighted index that measures the performance of 50 large blue-chip companies from eurozone countries, and is used as a benchmark for large-cap equities in the euro area. It is not possible to invest directly in an index.
Freightos Baltic Index (FBX)
The Freightos Baltic Index (FBX) is an unmanaged benchmark index that measures international ocean freight container pricing for 40-foot containers. It is not possible to invest directly in an index.
FTSE 100 Index
The FTSE 100 Index is an unmanaged, market-capitalization-weighted index of the 100 largest companies by market capitalization listed on the London Stock Exchange, and is used as a measure of the performance of large-cap U.K. equities. It is not possible to invest directly in an index.
FTSE 250 Index
The FTSE 250 Index is an unmanaged, market-capitalization-weighted index that measures the performance of the 250 largest companies listed on the London Stock Exchange outside of the FTSE 100, and is used as a benchmark for mid-cap U.K. equities. It is not possible to invest directly in an index.
FTSE MIB Index
The FTSE MIB Index is an unmanaged, market-capitalization-weighted index that measures the performance of 40 of the most liquid and highly capitalized companies listed on Borsa Italiana, and is used as a benchmark for the Italian equity market. It is not possible to invest directly in an index.
FTSE/ATHEX
The FTSE/ATHEX Large Cap Index is an unmanaged, free-float market-capitalization-weighted index that measures the performance of large-cap companies listed on the Athens Stock Exchange, and is used as a benchmark for the Greek equity market. It is not possible to invest directly in an index.
FTSE/JSE Index
The FTSE/JSE Top 40 Index is an unmanaged, free-float market-capitalization-weighted index that measures the performance of 40 of the largest companies listed on the Johannesburg Stock Exchange, and is used as a benchmark for large-cap South African equities. It is not possible to invest directly in an index.
Hang Seng Index
The Hang Seng Index is an unmanaged, free-float-adjusted market-capitalization-weighted index that measures the performance of a selection of large and mid-cap companies listed in Hong Kong, and is used as a benchmark for the Hong Kong equity market. It is not possible to invest directly in an index.
IBEX Index
The IBEX 35 Index is an unmanaged, free-float-adjusted market-capitalization-weighted index that measures the performance of 35 of the most liquid Spanish stocks listed on the Madrid Stock Exchange, and is used as a benchmark for the Spanish equity market. It is not possible to invest directly in an index.
Ibovespa Index
The Ibovespa Index is an unmanaged, free-float-adjusted market-capitalization-weighted index that measures the performance of a portfolio of the most traded and representative stocks listed on B3 in Brazil, and is used as a benchmark for the Brazilian equity market. It is not possible to invest directly in an index.
iBoxx Global Government Index
The iBoxx Global Government Index is an unmanaged fixed income index designed to reflect the performance of global local currency-denominated investment grade sovereign debt, seeking to provide broad coverage of the investment grade global sovereign bond universe while maintaining minimum standards of investability and liquidity. It is not possible to invest directly in an index.
IDX Composite Index
The IDX Composite Index is an unmanaged, market-capitalization-weighted index that measures the performance of all stocks listed on the Indonesia Stock Exchange, and is used as a benchmark for the Indonesian equity market. It is not possible to invest directly in an index.
KOSDAQ Index
The KOSDAQ Index is an unmanaged, market-capitalization-weighted index that measures the performance of companies listed on the KOSDAQ market, and is used as a benchmark for the South Korean technology- and growth-oriented equity market. It is not possible to invest directly in an index.
KOSPI Index
The KOSPI Index is an unmanaged, market-capitalization-weighted index that measures the performance of common stocks listed on the Korea Exchange, and is used as a benchmark for the South Korean equity market. It is not possible to invest directly in an index.
KSE 100 Index
The KSE 100 Index is an unmanaged, market-capitalization-weighted index that measures the performance of 100 representative companies listed on the Pakistan Stock Exchange, and is used as a benchmark for the Pakistani equity market. It is not possible to invest directly in an index.
MSCI Austria Index
The MSCI Austria Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to measure the performance of the large- and mid-cap segments of the Austrian market, covering approximately 85% of the free float-adjusted market capitalization in Austria. It is not possible to invest directly in an index.
MSCI Brazil Index
The MSCI Brazil Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to measure the performance of the large- and mid-cap segments of the Brazilian market, covering approximately 85% of the Brazilian equity universe. It is not possible to invest directly in an index.
MSCI China Index
The MSCI China Index is an unmanaged, free float-adjusted market capitalization-weighted equity index that captures large- and mid-cap representation across China A shares, H shares, B shares, Red chips, P chips and foreign listings, such as ADRs, covering approximately 85% of the China equity universe. It is not possible to invest directly in an index.
MSCI China A Onshore Index
The MSCI China A Onshore Index is an unmanaged, free float-adjusted market capitalization-weighted equity index that captures large- and mid-cap representation across China securities listed on the Shanghai and Shenzhen exchanges. It is not possible to invest directly in an index.
MSCI Denmark Index
The MSCI Denmark Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to measure the performance of the large- and mid-cap segments of the Danish market, covering approximately 85% of the free float-adjusted market capitalization in Denmark. It is not possible to invest directly in an index.
MSCI EAFE Index
The MSCI EAFE Index is an unmanaged, free float-adjusted market capitalization-weighted equity index that captures large- and mid-cap representation across developed markets countries around the world, excluding the U.S. and Canada, covering approximately 85% of the free float-adjusted market capitalization in each country. It is not possible to invest directly in an index.
MSCI Emerging Markets Growth Index
The MSCI Emerging Markets Growth Index is an unmanaged, free float-adjusted market capitalization-weighted equity index that captures large- and mid-cap securities exhibiting overall growth style characteristics across emerging markets, as defined by MSCI’s methodology. It is not possible to invest directly in an index.
MSCI Emerging Markets Latin America Index
The MSCI Emerging Markets Latin America Index is an unmanaged, free float-adjusted market capitalization-weighted equity index that captures large- and mid-cap representation across emerging markets countries in Latin America, covering approximately 85% of the free float-adjusted market capitalization in each country. It is not possible to invest directly in an index.
MSCI Europe Index
The MSCI Europe Index is an unmanaged, free float-adjusted market capitalization-weighted equity index that captures large- and mid-cap representation across 15 developed market countries in Europe, covering approximately 85% of the free float-adjusted market capitalization of the European developed markets equity universe. It is not possible to invest directly in an index.
MSCI Europe Banks Index
The MSCI Europe Banks Index is an unmanaged, free float-adjusted market capitalization-weighted equity index composed of large- and mid-cap stocks across developed markets countries in Europe, consisting of securities classified in the Banks industry group within the Financials sector under GICS®. It is not possible to invest directly in an index.
MSCI Europe Communication Services Index
The MSCI Europe Communication Services Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to capture the large- and mid-cap segments across developed markets countries in Europe, consisting of securities classified in the Communication Services sector under GICS®. It is not possible to invest directly in an index.
MSCI Europe Consumer Discretionary Index
The MSCI Europe Consumer Discretionary Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to capture the large- and mid-cap segments across developed markets countries in Europe, consisting of securities classified in the Consumer Discretionary sector under GICS®. It is not possible to invest directly in an index.
MSCI Europe Consumer Staples Index
The MSCI Europe Consumer Staples Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to capture the large- and mid-cap segments across developed markets countries in Europe, consisting of securities classified in the Consumer Staples sector under GICS®. It is not possible to invest directly in an index.
MSCI Europe Equal Weighted Index
The MSCI Europe Equal Weighted Index is an unmanaged equity index that includes the same constituents as the MSCI Europe Index, but weights each constituent equally at each quarterly rebalance. It is not possible to invest directly in an index.
MSCI Europe Energy Index
The MSCI Europe Energy Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to capture the large- and mid-cap segments across developed markets countries in Europe, consisting of securities classified in the Energy sector under GICS®. It is not possible to invest directly in an index.
MSCI Europe ex UK Index
The MSCI Europe ex UK Index is an unmanaged, free float-adjusted market capitalization-weighted equity index that captures large- and mid-cap representation across developed markets countries in Europe, excluding the UK, covering approximately 85% of the free float-adjusted market capitalization across the European developed markets equity universe excluding the UK. It is not possible to invest directly in an index.
MSCI Europe Financials Index
The MSCI Europe Financials Index is an unmanaged, free float-adjusted market capitalization-weighted equity index that captures large- and mid-cap representation across developed markets countries in Europe, consisting of securities classified in the Financials sector under GICS®. It is not possible to invest directly in an index.
MSCI Europe Growth Index
The MSCI Europe Growth Index is an unmanaged, free float-adjusted market capitalization-weighted equity index that captures large- and mid-cap securities exhibiting overall growth style characteristics across developed markets countries in Europe, as defined by MSCI’s methodology. It is not possible to invest directly in an index.
MSCI Europe Health Care Index
The MSCI Europe Health Care Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to capture the large- and mid-cap segments across developed markets countries in Europe, consisting of securities classified in the Health Care sector under GICS®. It is not possible to invest directly in an index.
MSCI Europe Industrials Index
The MSCI Europe Industrials Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to capture the large- and mid-cap segments across developed markets countries in Europe, consisting of securities classified in the Industrials sector under GICS®. It is not possible to invest directly in an index.
MSCI Europe Information Technology Index
The MSCI Europe Information Technology Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to capture the large- and mid-cap segments across developed markets countries in Europe, consisting of securities classified in the Information Technology sector under GICS®. It is not possible to invest directly in an index.
MSCI Europe Utilities Index
The MSCI Europe Utilities Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to capture the large- and mid-cap segments across developed markets countries in Europe, consisting of securities classified in the Utilities sector under GICS®. It is not possible to invest directly in an index.
MSCI Europe Value Index
The MSCI Europe Value Index is an unmanaged, free float-adjusted market capitalization-weighted equity index that captures large- and mid-cap securities exhibiting overall value style characteristics across developed markets countries in Europe, as defined by MSCI’s methodology. It is not possible to invest directly in an index.
MSCI Finland Index
The MSCI Finland Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to measure the performance of the large- and mid-cap segments of the Finnish equity market, covering approximately 85% of the free float-adjusted market capitalization in Finland. It is not possible to invest directly in an index.
MSCI Germany Index
The MSCI Germany Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to measure the performance of the large- and mid-cap segments of the German market, covering approximately 85% of the equity universe in Germany. It is not possible to invest directly in an index.
MSCI Hong Kong Index
The MSCI Hong Kong Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to measure the performance of the large- and mid-cap segments of the Hong Kong market, covering approximately 85% of the free float-adjusted market capitalization of the Hong Kong equity universe. It is not possible to invest directly in an index.
MSCI India Index
The MSCI India Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to measure the performance of the large- and mid-cap segments of the Indian market, covering approximately 85% of the Indian equity universe. It is not possible to invest directly in an index.
MSCI Ireland Index
The MSCI Ireland Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to measure the performance of the large- and mid-cap segments of the Irish equity market, covering approximately 85% of the free float-adjusted market capitalization in Ireland. It is not possible to invest directly in an index.
MSCI Italy Index
The MSCI Italy Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to measure the performance of the large- and mid-cap segments of the Italian market, covering approximately 85% of the equity universe in Italy. It is not possible to invest directly in an index.
MSCI Japan Index
The MSCI Japan Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to measure the performance of the large- and mid-cap segments of the Japanese market, covering approximately 85% of the free float-adjusted market capitalization in Japan. It is not possible to invest directly in an index.
MSCI Korea Index
The MSCI Korea Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to measure the performance of the large- and mid-cap segments of the South Korean market, covering approximately 85% of the Korean equity universe. It is not possible to invest directly in an index.
MSCI Mexico Index
The MSCI Mexico Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to measure the performance of the large- and mid-cap segments of the Mexican market, covering approximately 85% of the free float-adjusted market capitalization in Mexico. It is not possible to invest directly in an index.
MSCI Norway Index
The MSCI Norway Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to measure the performance of the large- and mid-cap segments of the Norwegian market, covering approximately 85% of the free float-adjusted market capitalization in Norway. It is not possible to invest directly in an index.
MSCI Pacific ex Japan Index
The MSCI Pacific ex Japan Index is an unmanaged, free float-adjusted market capitalization-weighted equity index that captures large- and mid-cap representation across developed markets countries in the Pacific region, excluding Japan, covering approximately 85% of the free float-adjusted market capitalization in each country. It is not possible to invest directly in an index.
MSCI Pakistan Index
The MSCI Pakistan Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to measure the performance of the large- and mid-cap segments of the Pakistan market, covering approximately 85% of the Pakistan equity universe. It is not possible to invest directly in an index.
MSCI Portugal Index
The MSCI Portugal Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to measure the performance of the large- and mid-cap segments of the Portuguese market, covering approximately 85% of the free float-adjusted market capitalization in Portugal. It is not possible to invest directly in an index.
MSCI South Africa Index
The MSCI South Africa Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to measure the performance of the large- and mid-cap segments of the South African market, covering approximately 85% of the free float-adjusted market capitalization in South Africa. It is not possible to invest directly in an index.
MSCI Spain Index
The MSCI Spain Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to measure the performance of the large- and mid-cap segments of the Spanish market, covering approximately 85% of the equity universe in Spain. It is not possible to invest directly in an index.
MSCI Sweden Index
The MSCI Sweden Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to measure the performance of the large- and mid-cap segments of the Swedish market, covering approximately 85% of the equity universe in Sweden. It is not possible to invest directly in an index.
MSCI Taiwan Index
The MSCI Taiwan Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to measure the performance of the large- and mid-cap segments of the Taiwan market, covering approximately 85% of the free float-adjusted market capitalization in Taiwan. It is not possible to invest directly in an index.
MSCI Turkey Index
The MSCI Turkey Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to measure the performance of the large- and mid-cap segments of the Turkish market, covering approximately 85% of the equity universe in Turkey. It is not possible to invest directly in an index.
MSCI United Arab Emirates (UAE) Index
The MSCI United Arab Emirates (UAE) Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to measure the performance of the large- and mid-cap segments of the UAE market, covering approximately 85% of the UAE equity universe. It is not possible to invest directly in an index.
MSCI United Kingdom Index
The MSCI United Kingdom Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to measure the performance of the large- and mid-cap segments of the UK market, covering approximately 85% of the free float-adjusted market capitalization in the UK. It is not possible to invest directly in an index.
MSCI USA Equal Weighted Index
The MSCI USA Equal Weighted Index is an unmanaged equity index that includes the same constituents as the MSCI USA Index, but weights each constituent equally at each quarterly rebalance. It is not possible to invest directly in an index.
MSCI USA Growth Index
The MSCI USA Growth Index is an unmanaged, free float-adjusted market capitalization-weighted equity index that captures large- and mid-cap U.S. securities exhibiting overall growth style characteristics, as defined by MSCI’s methodology. It is not possible to invest directly in an index.
MSCI USA Information Technology Index
The MSCI USA Information Technology Index is an unmanaged, free float-adjusted market capitalization-weighted equity index designed to capture the large- and mid-cap segments of the U.S. equity universe, consisting of securities classified in the Information Technology sector under the Global Industry Classification Standard (GICS®). It is not possible to invest directly in an index.
MSCI World Semiconductors and Semiconductor Equipment Index
The MSCI World Semiconductors and Semiconductor Equipment Index is an unmanaged, free float-adjusted market capitalization-weighted equity index composed of large- and mid-cap stocks across developed markets countries, consisting of securities classified in the Semiconductors and Semiconductor Equipment industry group under GICS®. It is not possible to invest directly in an index.
Nasdaq Composite Index
The Nasdaq Composite Index is an unmanaged market capitalization-weighted equity index that includes more than 2,500 securities listed on the Nasdaq Stock Market, with significant representation from technology companies. It is not possible to invest directly in an index.
Nasdaq-100 Index
The Nasdaq-100 Index is an unmanaged modified market capitalization-weighted equity index that includes 100 of the largest domestic and international non-financial companies listed on The Nasdaq Stock Market. It is not possible to invest directly in an index.
Nasdaq-100 Technology Sector Index
The Nasdaq-100 Technology Sector Index is an unmanaged equal weighted index based on the securities of the Nasdaq-100 Index that are classified as Technology according to the Industry Classification Benchmark (ICB) classification system. It is not possible to invest directly in an index.
Nifty Fifty Index
The Nifty Fifty refers to a historical group of 50 large-cap stocks on the New York Stock Exchange that were widely favored by institutional investors during the 1960s and 1970s; it is not a current investable index. It is not possible to invest directly in an index.
NIFTY 50 Index
The NIFTY 50 Index is an unmanaged free float market capitalization-weighted equity index representing 50 of the largest Indian companies listed on the National Stock Exchange of India. It is not possible to invest directly in an index.
Nikkei 225 Index
The Nikkei 225 Index is an unmanaged, price-weighted index that measures the performance of 225 leading companies listed on the Tokyo Stock Exchange, and is used as a benchmark for the Japanese equity market. It is not possible to invest directly in an index.
Philadelphia Semiconductor Index (SOX)
The Philadelphia Semiconductor Index (SOX) is an unmanaged capitalization-weighted equity index comprising U.S.-traded companies primarily involved in the design, distribution, manufacture and sale of semiconductors. It is not possible to invest directly in an index.
PSEi Index
The PSEi Index is an unmanaged, free-float-adjusted market-capitalization-weighted index that measures the performance of 30 of the largest and most active stocks listed on the Philippine Stock Exchange, and is used as a benchmark for the Philippine equity market. It is not possible to invest directly in an index.
PSI Index
The PSI Index is an unmanaged, free-float market-capitalization-weighted index that measures the performance of leading companies listed on Euronext Lisbon, and is used as a benchmark for the Portuguese equity market. It is not possible to invest directly in an index.
Russell 1000 Index
The Russell 1000 Index is an unmanaged, market-capitalization-weighted index of approximately 1,000 large-cap U.S. companies, used to measure the performance of the large-cap segment of the U.S. equity market. It is not possible to invest directly in an index.
Russell 1000 Growth Index
The Russell 1000 Growth Index is an unmanaged, market-capitalization-weighted index that measures the performance of those companies in the Russell 1000 Index with higher price-to-book ratios and higher forecasted growth values, and is used as a benchmark for large-cap U.S. growth equities. It is not possible to invest directly in an index.
Russell 1000 Value Index
The Russell 1000 Value Index is an unmanaged, market-capitalization-weighted index that measures the performance of those companies in the Russell 1000 Index with lower price-to-book ratios and lower expected growth values, and is used as a benchmark for large-cap U.S. value equities. It is not possible to invest directly in an index.
Russell 2000 Index
The Russell 2000 Index is an unmanaged, market-capitalization-weighted index that measures the performance of approximately 2,000 small-cap U.S. companies. It is not possible to invest directly in an index.
Russell 2000 Growth Index
The Russell 2000 Growth Index is an unmanaged, market-capitalization-weighted index that measures the performance of those companies in the Russell 2000 Index with higher price-to-book ratios and higher forecasted growth values, and is used as a benchmark for small-cap U.S. growth equities. It is not possible to invest directly in an index.
Russell 2000 Value Index
The Russell 2000 Value Index is an unmanaged, market-capitalization-weighted index that measures the performance of those companies in the Russell 2000 Index with lower price-to-book ratios and lower expected growth values, and is used as a benchmark for small-cap U.S. value equities. It is not possible to invest directly in an index.
Russell 2500 Index
The Russell 2500 Index is an unmanaged, market-capitalization-weighted index that measures the performance of approximately 2,500 small- and mid-cap U.S. companies, representing the smaller-cap portion of the Russell 3000 Index excluding the largest 500 companies. It is not possible to invest directly in an index.
Russell 2500 Growth Index
The Russell 2500 Growth Index is an unmanaged, market-capitalization-weighted index that measures the performance of companies in the Russell 2500 Index with higher price-to-book ratios and higher forecasted growth values, and is used as a benchmark for small- and mid-cap U.S. growth equities. It is not possible to invest directly in an index.
Russell 2500 Value Index
The Russell 2500 Value Index is an unmanaged, market-capitalization-weighted index that measures the performance of companies in the Russell 2500 Index with lower price-to-book ratios and lower expected growth values, and is used as a benchmark for small- and mid-cap U.S. value equities. It is not possible to invest directly in an index.
Russell 3000 Index
The Russell 3000 Index is an unmanaged, market-capitalization-weighted index that measures the performance of approximately 3,000 of the largest U.S. companies, representing a broad segment of the U.S. equity market. It is not possible to invest directly in an index.
Russell 3000 Growth Index
The Russell 3000 Growth Index is an unmanaged, market-capitalization-weighted index that measures the performance of companies in the Russell 3000 Index with higher price-to-book ratios and higher forecasted growth values, and is used as a benchmark for broad U.S. growth equities. It is not possible to invest directly in an index.
Russell 3000 Value Index
The Russell 3000 Value Index is an unmanaged, market-capitalization-weighted index that measures the performance of companies in the Russell 3000 Index with lower price-to-book ratios and lower expected growth values, and is used as a benchmark for broad U.S. value equities. It is not possible to invest directly in an index.
S&P 100 Index
The S&P 100 Index is an unmanaged, float-adjusted market-capitalization-weighted index that measures the performance of 100 large-cap U.S. companies, and is used as a benchmark for large-cap U.S. equities. It is not possible to invest directly in an index.
S&P 500 Energy Index
The S&P 500® Energy Index is an unmanaged, float-adjusted market-capitalization-weighted index that measures the performance of energy companies included in the S&P 500 Index, and is used as a benchmark for the energy sector of the U.S. large-cap equity market. It is not possible to invest directly in an index.
S&P 500 Information Technology Index
The S&P 500® Information Technology Index is an unmanaged, float-adjusted market-capitalization-weighted index that measures the performance of information technology companies included in the S&P 500 Index, and is used as a benchmark for the information technology sector of the U.S. large-cap equity market. It is not possible to invest directly in an index.
S&P Composite 1500 Index
The S&P Composite 1500 Index is an unmanaged equity index that combines the S&P 500, S&P MidCap 400 and S&P SmallCap 600 to provide broad representation of the U.S. equity market. It is not possible to invest directly in an index.
S&P Europe 350 Index
The S&P Europe 350 Index is an unmanaged, float-adjusted market-capitalization-weighted index that measures the performance of 350 leading blue-chip companies drawn from developed European markets, and is used as a benchmark for the European equity market. It is not possible to invest directly in an index.
S&P Semiconductor Select Industry Index
The S&P Semiconductor Select Industry Index is an unmanaged equity index comprising stocks in the S&P Total Market Index that are classified in the GICS Semiconductors sub-industry. It is not possible to invest directly in an index.
S&P MidCap 400 Index
The S&P MidCap 400 Index is an unmanaged, float-adjusted market-capitalization-weighted index that measures the performance of 400 mid-cap U.S. companies, and is used as a benchmark for the mid-cap segment of the U.S. equity market. It is not possible to invest directly in an index.
S&P/BMV IPC Index
The S&P/BMV IPC Index is an unmanaged, float-adjusted market-capitalization-weighted index that measures the performance of leading companies listed on the Mexican Stock Exchange, and is used as a benchmark for the Mexican equity market. It is not possible to invest directly in an index.
S&P/TSX Composite Index
The S&P/TSX Composite Index is an unmanaged, float-adjusted market-capitalization-weighted index that measures the performance of a broad range of companies listed on the Toronto Stock Exchange, and is used as a benchmark for the Canadian equity market. It is not possible to invest directly in an index.
S&P/NZX 50 Index
The S&P/NZX 50 Index is an unmanaged, float-adjusted market-capitalization-weighted index that measures the performance of 50 leading companies listed on the New Zealand Exchange, and is used as a benchmark for the New Zealand equity market. It is not possible to invest directly in an index.
S&P SmallCap 600 Index
The S&P SmallCap 600 Index is an unmanaged, float-adjusted market-capitalization-weighted index that measures the performance of 600 small-cap U.S. companies, and is used as a benchmark for the small-cap segment of the U.S. equity market. It is not possible to invest directly in an index.
SENSEX Index
The S&P BSE SENSEX Index is an unmanaged, free-float market-capitalization-weighted index that measures the performance of 30 large, well-established companies listed on the BSE, and is used as a benchmark for the Indian equity market. It is not possible to invest directly in an index.
SET Index
The SET Index is an unmanaged, market-capitalization-weighted index that measures the performance of common stocks listed on the Stock Exchange of Thailand, and is used as a benchmark for the Thai equity market. It is not possible to invest directly in an index.
Shanghai Composite (SSE) Index
The Shanghai Composite Index is an unmanaged, market-capitalization-weighted index that measures the performance of all A-shares and B-shares listed on the Shanghai Stock Exchange, and is used as a benchmark for the Shanghai equity market. It is not possible to invest directly in an index.
Silicon Data A100 Rental Price Index
The Silicon Data A100 Rental Price Index is an unmanaged benchmark index that tracks the average hourly cost of renting an NVIDIA A100 graphics processing unit across providers and regions. It is not possible to invest directly in an index.
Silicon Data B200 Rental Price Index
The Silicon Data B200 Rental Price Index is an unmanaged benchmark index that tracks the average hourly cost of renting an NVIDIA B200 graphics processing unit across providers and regions. It is not possible to invest directly in an index.
Silicon Data H100 Rental Price Index
The Silicon Data H100 Rental Price Index is an unmanaged benchmark index that tracks the average hourly cost of renting an NVIDIA H100 graphics processing unit across providers and regions. It is not possible to invest directly in an index.
Swiss Market Index (SMI)
The Swiss Market Index (SMI) is an unmanaged, free-float market-capitalization-weighted index that measures the performance of 20 of the largest and most liquid Swiss blue-chip stocks, and is used as a benchmark for the Swiss equity market. It is not possible to invest directly in an index.
STOXX Europe 600 Index
The STOXX Europe 600 is an unmanaged equity index designed to provide broad representation of the European equity market, with 600 constituents across 17 countries and 11 industries within Europe’s developed economies, representing nearly 90% of the underlying investable market. It is not possible to invest directly in an index.
Straits Times Index
The Straits Times Index (STI) is an unmanaged, free-float market-capitalization-weighted index that measures the performance of 30 of the largest and most liquid companies listed on the Singapore Exchange, and is used as a benchmark for the Singapore equity market. It is not possible to invest directly in an index.
Taiwan Capitalization Weighted Stock Index (TAIEX) Index
The Taiwan Capitalization Weighted Stock Index (TAIEX) is an unmanaged, market-capitalization-weighted index that measures the performance of stocks listed on the Taiwan Stock Exchange, and is used as a benchmark for the Taiwanese equity market. It is not possible to invest directly in an index.
TASI Index
The Tadawul All Share Index (TASI) is an unmanaged, free-float market-capitalization-weighted index that measures the performance of all listed companies on the Saudi Exchange, and is used as a benchmark for the Saudi equity market. It is not possible to invest directly in an index.
TA-35 Index
The TA-35 Index is an unmanaged, market-capitalization-weighted index that measures the performance of 35 of the largest companies listed on the Tel Aviv Stock Exchange, and is used as a benchmark for the Israeli equity market. It is not possible to invest directly in an index.
TOPIX
The TOPIX (Tokyo Stock Price Index) is an unmanaged, free-float-adjusted market-capitalization-weighted index that measures the performance of a broad range of domestic common stocks listed on the Tokyo Stock Exchange, and is used as a benchmark for the Japanese equity market. It is not possible to invest directly in an index.
VIX Index
The Cboe Volatility Index (VIX) is an unmanaged index that measures the market’s expectation of 30-day forward-looking volatility implied by the prices of S&P 500 Index options. It is not possible to invest directly in an index.
Wilshire 5000 Index The Wilshire 5000 Total Market Index is an unmanaged, market-capitalization-weighted index that measures the performance of a broad range of publicly traded U.S. companies, and is used as a benchmark for the total U.S. equity market. It is not possible to invest directly in an index.
