S p midcap 400 tr

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

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      Vanguard S&P Mid-Cap 400 Index Funds Vanguard S&P Mid-Cap 400 Index Fund Vanguard S&P Mid-Cap 400 Value Index Fund Vanguard S&P Mid-Cap 400 Growth Index Fund. ... • The energy sector took the biggest hit on a total return basis, detracting from returns for all three funds. Your Fund’s Performance at a Glance Market Barometer

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    • [PDF File]S&P U.S. Indices

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      S&P Composite 1500 is a combination of the S&P 500, S&P MidCap 400, and S&P SmallCap 600 and measures the performance of all three market size segments. The S&P 900 is a combination of the S&P 500 and S&P MidCap 400 and measures the performance of the mid- …

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    • [PDF File]S&P U.S. Retiree Spending Index - S&P Dow Jones Indices

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      S&P MidCap 400 Retiree Spending Index (TR) 40% S&P SmallCap 600 Retiree Spending Index (TR) 20% The index is constructed by assigning the weights as detailed in the table above to the underlying component indices at each quarterly rebalancing.

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    • BNY Mellon MidCap Stock Portfolio, Service Shares

      S&P MidCap 400 TR Overall Morningstar Rating™ Morningstar Return Morningstar Risk QQ Below Average Above Average Out of 361 Mid-Cap Blend funds. An investment's overall Morningstar Rating, based on its risk-adjusted return, is a weighted average of its applicable 3-, 5-, and 10-year Ratings. See disclosure for details.

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    • [PDF File]EQ/Mid Cap Index Portfolio - AXA Equitable

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      EQ/Mid Cap Index Portfolio ... S&P MidCap 400 TR The index measures the performance of mid-sized US companies, reflecting the distinctive risk and return characteristics of this market segment. It comprises stocks in the middle capitalization range, covering approximately 7% of the

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    • [PDF File]BlackRock Mid Cap Equity Index - WBRMEX Release Date: 12 ...

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      BlackRock Mid Cap Equity Index - WBRMEX Release Date: ... S&P MidCap 400 TR R QQQQ Average Average Out of 361 Mid-Cap Blend investments. An investment's overall Morningstar Rating, based on its risk-adjusted return, is a weighted average of its applicable 3-, …

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    • [PDF File]iShares S&P Mid-Cap 400 Value ETF

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      iShares S&P Mid-Cap 400 Value ETF Fact Sheet as of 03/31/2020 The iShares S&P Mid-Cap 400 Value ETF seeks to track the investment results of an index composed of mid-capitalization U.S. equities that exhibit value characteristics. WHY IJJ? 1Exposure to U.S. mid-cap stocks that are thought to be undervalued by the market relative to comparable ...

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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 ... 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 weighted average of its applicable 3-, 5-, and 10-year Ratings. See disclosure page for details.

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    • [PDF File]Morningstar Indexes Correlation

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      S&P MidCap 400 Value TR USD Russell Mid Cap Value TR USD 0.99 0.97 0.99 Morningstar US Small Core MSCI US Small Cap 1750 Russell 2000 S&P SmallCap 600 TR USD 1.00 0.99 0.98

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

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      S&P MidCap 400 TR Overall Morningstar ... See disclosure for details. Investment Information The State Street S&P Mid Cap Index Ret Acct is a Separate Account Sub-Account maintained by TFLIC and invests exclusively in the State Street S&P Mid Cap Index Ret Opt, a …

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