S p midcap 400 index morningstar

    • MidCap S&P 400 Index Separate Account-Z as of 06/30/2019

      MidCap S&P 400 Index Separate Account-Z as of 06/30/2019 Investment Strategy The investment option normally invests the majority of assets in common stocks of companies that compose the S&P MidCap 400 Index. Management attempts to mirror the investment performance of the

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    • [PDF File]State Street S&P Mid Cap Index Ret Opt

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      The State Street S&P Mid Cap Index Ret Opt, a TLIC Separate Account, invests exclusively in the State Street S&P MidCap Index NL Series Class A, State Street Global Advisors bank commingled fund (Fund). Prior to 01-01-2016, the underlying commingled fund was named the SSgA S&P MidCap Index Non-Lending Series Fund Class A.

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    • [PDF File]Fact Sheet As of 06/30/2019 MM S&P® Mid Cap Index Fund

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      at the investment’s inception date or the first year listed on the graph, whichever is appropriate. The S&P MidCap 400 Index is a product of S&P Dow Jones Indices LLC (“SPDJI”), and has been licensed for use by MML Advisers. Standard & Poor’s®, S&P® and S&P MidCap 400® are

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    • [PDF File]FACT SHEET REGL PROSHARES S&P MIDCAP 400 DIVIDEND ...

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      S&P MidCap 400 Dividend Aristocrats Index S&P MidCap 400 Periods greater than one year are annualized. Growth of $10,000 since inception4 ProShares S&P MidCap 400 Dividend Aristocrats ETF (REGL) S&P MidCap 400 Dividend Aristocrats Index ... The Morningstar RatingTM for funds, or "star rating," is calculated for managed products ...

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    • [PDF File]The S&P MidCap 400: Outperformance and Potential Applications

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      The S&P 500, S&P MidCap 400, and S&P SmallCap 600 represent the large-, mid-, and small-cap U.S. equity universes, respectively, and collectively they compose the S&P Composite 1500. Exhibit 4 provides the average distribution of market capitalizations for each index’s constituents between 1994 and 2018.

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    • [PDF File]Calvert VP S&P MidCap 400 Index Portfolio

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      Calvert VP S&P MidCap 400 Index Portfolio (the “Fund”) seeks investment results that correspond to the total return performance of U.S. common stocks, as represented by the S&P MidCap 400 Index. Fees and Expenses of the Fund

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    • [PDF File]Vanguard S&P Mid-Cap 400 Index Funds

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      S&P MidCap 400 Index DJ U.S. Total Market FA Index R-Squared 1.00 0.82 Beta 1.00 1.00 These measures show the degree and timing of the fund’s fluctuations compared with the indexes over 36 months. Portfolio Characteristics Fund S&P MidCap 400 Index DJ U.S. Total Market FA Index Number of Stocks 401 400 3,745 Median Market Cap $5.4B $5.4B $71.0B

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    • [PDF File]WF/BlackRock S&P MidCap Index CIT F

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      WF/BlackRock S&P MidCap Index CIT F Investment Objective The Fund seeks long term capital growth by owning a diversified portfolio of established companies which produce superior and sustainable earnings growth. The Fund offers investors exposure to equity securities by fully replicating the S&P Midcap Index. The

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    • Calvert VP S&P MidCap 400 Index Portfolio, Class I

      characteristics similar to midcap stocks as represented in the S&P MidCap 400 Index. The S&P MidCap 400 Index is an unmanaged index comprising common stocks of 400 mid-sized U.S. companies. Morningstar Category: Mid-Cap Blend The typical mid-cap blend portfolio invests in U.S. stocks of various sizes and styles, giving it a middle-of-the-road ...

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    • [PDF File]Vanguard S&P Mid-Cap 400 Index I First Quarter 2019 Fund ...

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      The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks in the United States. The fund employs an indexing investment approach designed to track the performance of the S&P MidCap 400® Index.

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    • [PDF File]Northern Trust S&P MidCap 400 Index Fund - DC - NL - T3

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      Northern Trust S&P MidCap 400 Index Fund - DC - NL - T3 ..... Benchmark Overall Morningstar Rating™ Morningstar Return Morningstar Risk S&P MidCap 400 TR QQQQ Above Average Above Average Out of 362 Mid-Cap Blend investments. An investment's overall Morningstar Rating, based on its risk-adjusted return, is a

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