The Index Universal Life policy differs from other types of permanent policies in that its cash value growth is based around
the equity index performance.
But if you need the «cushion» of a sizable bond / cash portion to handle market turbulence, then your own index portfolio will lag
the equity index performance over long term.
Not exact matches
The S&P Listed Private
Equity Index, which tracks the performance of publicly listed private equity operations, is up 35 % over the past 12 months and has a 19.93 % five - year annualized r
Equity Index, which tracks the
performance of publicly listed private
equity operations, is up 35 % over the past 12 months and has a 19.93 % five - year annualized r
equity operations, is up 35 % over the past 12 months and has a 19.93 % five - year annualized return.
The MSCI EM
Index is a free - float - adjusted, market - capitalization - weighted index designed to measure the equity - market performance of emerging mar
Index is a free - float - adjusted, market - capitalization - weighted
index designed to measure the equity - market performance of emerging mar
index designed to measure the
equity - market
performance of emerging markets.
The MSCI Emerging Markets
Index is a free float - adjusted market capitalization index that is designed to measure equity market performance in the global emerging mar
Index is a free float - adjusted market capitalization
index that is designed to measure equity market performance in the global emerging mar
index that is designed to measure
equity market
performance in the global emerging markets.
Performance measurement and attribution: MSCI
equity indexes may be licensed for a wide range of
equity mandates.
The Dow Jones Industrial Average wasn't far behind, and one of the best
performances was turned in by the Russell 2000
Index, the benchmark for small - cap
equities, which was up by more than 31 percent.
The MSCI Emerging Markets
Index was launched over 25 years ago and is designed to measure the
equity market
performance of the emerging markets.
While Japan's TOPIX
index has turned in a respectable performance — 10 % in local terms and 15 % in dollar terms — EM equities have been the standout performer: The MSCI Emerging Market Index is up over 25 % year - to -
index has turned in a respectable
performance — 10 % in local terms and 15 % in dollar terms — EM
equities have been the standout performer: The MSCI Emerging Market
Index is up over 25 % year - to -
Index is up over 25 % year - to - date.
The WisdomTree Japan Hedged
Equity Index measures the
performance of Total Market securities and is selected by a Fundamental process.
The MSCI World
Index, which tracks
equity performance across 23 developed countries, is up 14 percent so far this year as of September 20.
Among other things, S&P is engaged in the business of developing, constructing, compiling, computing and maintaining various
equity indices that are recognized worldwide as benchmarks for U.S. stock market
performance.
The MSCI Emerging Markets
Index is a free - float - adjusted market - capitalization - weighted index that is designed to measure equity - market performance of emerging mar
Index is a free - float - adjusted market - capitalization - weighted
index that is designed to measure equity - market performance of emerging mar
index that is designed to measure
equity - market
performance of emerging markets.
The Russell 2000
Index is a U.S. equity index measuring the performance of the 2,000 smallest companies in the Russell 3000 ®, a widely recognized small - cap i
Index is a U.S.
equity index measuring the performance of the 2,000 smallest companies in the Russell 3000 ®, a widely recognized small - cap i
index measuring the
performance of the 2,000 smallest companies in the Russell 3000 ®, a widely recognized small - cap
indexindex.
The MSCI Emerging Markets
Index is a free - float - adjusted market - capitalization index that is designed to measure equity market performance in the emerging - market count
Index is a free - float - adjusted market - capitalization
index that is designed to measure equity market performance in the emerging - market count
index that is designed to measure
equity market
performance in the emerging - market countries.
The MSCI EAFE
Index is a free - float - adjusted market - capitalization - weighted index that is designed to measure the equity - market performance of developed markets, excluding the U.S. and Ca
Index is a free - float - adjusted market - capitalization - weighted
index that is designed to measure the equity - market performance of developed markets, excluding the U.S. and Ca
index that is designed to measure the
equity - market
performance of developed markets, excluding the U.S. and Canada.
We offer 22
index funds that attempt to track the
performance of a range of the most widely followed
equity and fixed income
indexes.
These funds seek to mimic the
performance of a major U.S.
equity index, such as the S&P 500 or the Russell 2000
indexes.
These funds seek to track the
performance of well - known international
equity indexes, such as the FTSE Emerging
Index or the MSCI EAFE
Index.
The investment objective of the State Street
Equity 500
Index Fund is to replicate as closely as possible, before expenses, the
performance of the Standard & Poor's 500
Index.
Strong EM
equity performance has largely followed a broad - based earnings recovery over the past 18 months, after earnings of MSCI EM
Index companies had slid 7 % a year since 2011.
U.S. REITs represented by the FTSE NAREIT
Equity REITs
Index, measuring the stock
performance of companies engaged in the ownership and development of the real estate markets.
Restore target allocations across global
equity markets: The strong
performance of the S&P 500
Index has attracted cash into large - cap stocks in recent months, but we recommend allocating into small - and mid-cap U.S.
equities, and into international markets, if current allocations are below their long - term targets.
The Russell 2000
Index is a U.S. equity index measuring the performance of the 2,000 smallest companies in the Russell
Index is a U.S.
equity index measuring the performance of the 2,000 smallest companies in the Russell
index measuring the
performance of the 2,000 smallest companies in the Russell 3000.
The return for the
Equity and Income Fund in the quarter was 1 % while the Lipper Balanced Fund
Index, the Fund's
performance benchmark, returned 2 %.
The
Equity and Income Fund returned 3 % in the quarter, which contrasts to a 4 % gain for the Lipper Balanced Funds
Index, the Fund's
performance benchmark.
MSCI Japan
Index is a free - float adjusted market - capitalization index designed to measure large - and mid-cap Japanese equity market perform
Index is a free - float adjusted market - capitalization
index designed to measure large - and mid-cap Japanese equity market perform
index designed to measure large - and mid-cap Japanese
equity market
performance.
The
Equity and Income Fund earned 4 % in the quarter, which contrasts to a 2 % gain for the Lipper Balanced Funds
Index, the Fund's
performance benchmark.
Russell Mid Cap
Index measures the
performance of the mid-cap segment of the U.S.
equity universe.
Exhibit 1: Preliminary
Performance of Income Strategy Versus High Yield,
Equity Indices, Through 4/27/181
For the March quarter, the
Equity and Income Fund showed a loss of 1.6 %, compared to a 1.0 % loss for the Lipper Balanced Fund
Index, the Fund's
performance benchmark.
The
Equity and Income Fund earned a minimal positive return in the quarter, while the Lipper Balanced Fund
Index, the Fund's
performance benchmark, lost a minimal amount.
The MSCI BRIC
Index is a free float - adjusted market capitalization weighted index that is designed to measure the equity market performance of the following four emerging market country indexes: Brazil, Russia, India and C
Index is a free float - adjusted market capitalization weighted
index that is designed to measure the equity market performance of the following four emerging market country indexes: Brazil, Russia, India and C
index that is designed to measure the
equity market
performance of the following four emerging market country
indexes: Brazil, Russia, India and China.
MSCI Emerging Markets
Index is a free float - adjusted market capitalization index designed to measure equity market performance of emerging mar
Index is a free float - adjusted market capitalization
index designed to measure equity market performance of emerging mar
index designed to measure
equity market
performance of emerging markets.
MSCI EAFE
Index is a free float - adjusted market capitalization index designed to measure the equity market performance of developed markets, excluding the U.S. and Ca
Index is a free float - adjusted market capitalization
index designed to measure the equity market performance of developed markets, excluding the U.S. and Ca
index designed to measure the
equity market
performance of developed markets, excluding the U.S. and Canada.
RBC Vision Women's Leadership MSCI Canada
Index ETF aims to replicate the performance of the MSCI Canada IMI Women's Leadership Select Index, a broad Canadian equity markets index with a focus on companies domiciled in Canada that exhibit a commitment towards women leadership among their board of directors and executive leadership posit
Index ETF aims to replicate the
performance of the MSCI Canada IMI Women's Leadership Select
Index, a broad Canadian equity markets index with a focus on companies domiciled in Canada that exhibit a commitment towards women leadership among their board of directors and executive leadership posit
Index, a broad Canadian
equity markets
index with a focus on companies domiciled in Canada that exhibit a commitment towards women leadership among their board of directors and executive leadership posit
index with a focus on companies domiciled in Canada that exhibit a commitment towards women leadership among their board of directors and executive leadership positions.
Rebalanced quarterly, the
index is comprised of all eligible hedge fund strategies, including but not limited to
equity hedge, event driven, macro, and relative value arbitrage, that meet certain criteria include UCITS compliance, net
performance reporting, at least biweekly NAV reporting, and at least $ 10 million of assets under management or 6 months of track record.
Lipper Long / Short — The
index consists of the 30 largest mutual funds in the long / short
equity category and is based on their average
performance.
The other leg is based on the
performance the market or a stock market
index this leg is gem rally called the
equity leg.
Russell 2000 — The Russell 2000
Index measures the
performance of the small - cap segment of the U.S.
equity universe.
The
Index measures the
performance of a selected group of
equity securities issued by companies that have provided relatively high dividend yields on a consistent basis over time.
The MSCI Emerging Markets
Index is a free float - adjusted market capitalization index that is designed to measure equity market performance of emerging mar
Index is a free float - adjusted market capitalization
index that is designed to measure equity market performance of emerging mar
index that is designed to measure
equity market
performance of emerging markets.
MSCI All Country World
Index ex USA — The MSCI All Country World Index (ACWI) ex USA is a free float - adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets that excludes companies based in the United St
Index ex USA — The MSCI All Country World
Index (ACWI) ex USA is a free float - adjusted market capitalization weighted index that is designed to measure the equity market performance of developed and emerging markets that excludes companies based in the United St
Index (ACWI) ex USA is a free float - adjusted market capitalization weighted
index that is designed to measure the equity market performance of developed and emerging markets that excludes companies based in the United St
index that is designed to measure the
equity market
performance of developed and emerging markets that excludes companies based in the United States.
The Wilshire 5000 Total Market
Index (Wilshire 5000) measures the
performance of all U.S.
equity securities with readily available price data.
The
Equity and Income Fund declined 2 % in the quarter, which slightly trailed the Fund's
performance benchmark, the Lipper Balanced Fund
Index, which declined 1 % in the quarter.
MSCI EAFE — The MSCI Europe, Australia and Far East (EAFE)
Index is a free float - adjusted market capitalization weighted that is designed to measure
equity market
performance in foreign developed markets.
MSCI Emerging Markets — The MSCI Emerging Markets
Index is a free float - adjusted market capitalization weighted index that is designed to measure equity market performance in the global emerging mar
Index is a free float - adjusted market capitalization weighted
index that is designed to measure equity market performance in the global emerging mar
index that is designed to measure
equity market
performance in the global emerging markets.
When
performance relative to the other senior currency (the euro) and the world's most important
equity index (the S&P 500) are taken into account it becomes clear that the gold market has been weak.
For calendar 2017 as a whole, the
Equity and Income Fund showed a gain of 14.5 %, compared to 14.1 % for the Lipper Balanced Fund
Index, the Fund's
performance benchmark.
The MSCI Emerging Markets Europe 10/40
Index (Net Total Return) is a free float - adjusted market capitalization index that is designed to measure equity performance in the emerging market countries of Europe (Czech Republic, Hungary, Poland, Russia, and Tur
Index (Net Total Return) is a free float - adjusted market capitalization
index that is designed to measure equity performance in the emerging market countries of Europe (Czech Republic, Hungary, Poland, Russia, and Tur
index that is designed to measure
equity performance in the emerging market countries of Europe (Czech Republic, Hungary, Poland, Russia, and Turkey).