Nasdaq-100 2016 Annual Evaluation

Since its inception in 1985, the Nasdaq-100 (NDX) has become one of the world’s preeminent large-cap growth indexes.

The NDX is rebalanced annually and goes into effect after the close of trading on the third Friday of each December. This year, after the close of trading on Friday, December 16, 2016, there were five issuer additions and four issuer deletions. The largest of the additions was Cintas Corporation (NASDAQ: CTAS). The largest of the deletions was Whole Foods Market, Inc. (NASDAQ: WFM). For all security additions and deletions associated with the 2016 annual evaluation, see below.

*LILA and LILAK are issues of Liberty Global plc.

Outside of the annual evaluation, the Nasdaq-100 may have periodic replacements throughout the year in the index due to corporate actions. In 2016, there were seven such incidences that occurred over the course of the year. The seven periodic additions and replacements are listed below.

*BATRA, BATRK, LSXMA, and LSXMK are issues of Liberty Media Corporation.

*LSXMA, LSXMK, BATRA, BATRK, LMCA and LMCK are issues of Liberty Media Corporation; provided LSXMA and LSXMK were removed at a date prior to the deletion of BATRA, BATRK, LMCA and LMCK and, as such, have been listed separately.

2016 was another solid year for the Nasdaq-100 with a 5.89% annual price return. The Nasdaq-100 has outperformed the S&P 500 in eight out of the past ten years with the exception of 2008 and 2016 with a strong average annual excess return of 7.18% over the S&P 500 for this ten year period.

Volatility is slightly higher in the Nasdaq-100 vs the S&P 500 with current figures standing at 16.15% (for the Nasdaq-100) vs. 13.09% (for the S&P 500). In addition to the strong price appreciation this year, the Nasdaq-100 is currently yielding 1.30%**.

**Price return, annualized volatility and yield calculated with data through the end of December 2016.

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