Other Index Descriptions

NYSE Composite Index
The NYSE Composite Index is designed to measure the performance of all common stocks listed on the NYSE, including ADRs, REITs and tracking stocks. In January 2003 the NYSE reintroduced the NYSE Composite Index under a new methodology that is fully transparent and rule-based. It is a measure of the changes in aggregate market value of all NYSE-listed common stocks, adjusted to eliminate the effects of capitalization changes, new listings and delistings.

NYSE AMEX Composite
The NYSE AMEX Composite is made up of stocks that represent the NYSE Amex equities market. The Index is a market capitalization weighted index, so the weight of each stock depends on the price of the shares and how many are outstanding. It was previously known as the American Stock Exchange (Amex) Composite Index.

Dow Jones Industrial Average
The Dow Jones Industrial Average is a price weighted index that represents large and well-known U.S. companies. The index covers all industries with the exception of Transportation and Utilities. While stock selection is not governed by quantitative rules, a stock typically is added only if the company has an excellent reputation, demonstrates sustained growth and is of interest to a large number of investors.

Dow Jones Transportation Average
The Dow Jones Transportation Average represents the stock performance of large, well-known U.S. companies within the transportation industry.

Dow Jones Utility Average
The Dow Jones Utility Average represents the stock performance of large, well-known U.S. companies within the utilities industry.

Russell 3000 Index
The Russell 3000 Index measures the performance of the largest 3000 U.S. companies representing approximately 98% of the investable U.S. equity market. The Russell 3000 Index is constructed to provide a comprehensive, unbiased, and stable barometer of the broad market and is completely reconstituted annually to ensure new and growing equities are reflected.

Russell 2000 Index
The Russell 2000 Index measures the performance of the small-cap segment of the U.S. equity universe. The Russell 2000 Index is a subset of the Russell 3000® Index representing approximately 8% of the total market capitalization of that index. It includes approximately 2,000 of the smallest securities based on a combination of their market cap and current index membership.

Russell 1000 Index
The Russell 1000 Index measures the performance of the large-cap segment of the U.S. equity universe. It is a subset of the Russell 3000� Index and includes approximately 1,000 of the largest securities based on a combination of their market cap and current index membership. The Russell 1000 represents approximately 92% of the Russell 3000 Index.

Russell 2000 Growth
Measures the performance of the small-cap growth segment of the U.S. equities.

Russell 2000 Value
Measures the performance of the small-cap value segment of the U.S. equities.

Russell 1000 Growth
Measures the performance of the large-cap growth segment of the U.S. equities.

Russell 1000 Value
Measures the performance of the large-cap value segment of the U.S. equities.

S&P 500 Index
The S&P 500 focuses on the large-cap sector of the market; however, since it includes a significant portion of the total value of the market, it also represents the market. Companies in the S&P 500 are considered leading companies in leading industries.

S&P Midcap 400 Index
The S&P MidCap 400 provides investors with a benchmark for mid-sized companies. The index seeks to remain an accurate measure of mid-sized companies, reflecting the risk and return characteristics of the broader mid-cap universe on an on-going basis.

S&P SmallCap 600 Index
The S&P SmallCap 600 measures a segment of the market that is typically renowned for poor trading liquidity and financial instability, the index is designed to be an efficient portfolio of companies that meet specific inclusion criteria to ensure that they are investable and financially viable.

S&P 100 Index
The S&P 100 Index, a sub-set of the S&P 500, measures the performance of large cap companies in the United States. Known by its ticker symbol, OEX, the index is comprised of 100 major, blue chip companies across multiple industry groups. The primary criterion for index inclusion is the availability of individual stock options for each constituent.

Wilshire 5000 Total Market Index
The Wilshire 5000 Total Market Index represents the broadest index for the U.S. equity market, measuring the performance of all U.S. equity securities with readily available price data.

Wilshire 4500 Completion Index
The Wilshire 4500 Completion Index measures the performance of all small and mid-cap stocks. It is constructed using the Wilshire 5000 securities with the companies in the Standard & Poor's 500 Index removed.