ETF Journey Portfolio® Benchmark
Review the applicable index descriptions for your recommended portfolio.
Index Name | Defensive | Cautious | Balanced | Growth | Aggressive |
|---|---|---|---|---|---|
Russell 3000 TR | 17.00% | 33.25% | 46.00% | 55.38% | 60.63% |
MSCI ACWI | 4.00% | 9.25% | 17.50% | 26.63% | 37.38% |
Bloomberg US Universal TR USD | 77.00% | 55.50% | 34.50% | 16.00% | 0.00% |
Bloomberg US Treasury - Bill 1-3 Mon TR USD | 2.00% | 2.00% | 2.00% | 2.00% | 2.00% |
Totals | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% |
Index Definitions
Russell 3000® Index
Measures the performance of the largest 3000 U.S. companies representing approximately 96% of the investable U.S. equity market.
MSCI ACWI ex-USA NR USD
The MSCI ACWI ex USA Index captures large and mid cap representation across 22 of 23 Developed Markets (DM) countries (excluding the US) and 24 Emerging Markets (EM) countries. With 2,310 constituents, the index covers approximately 85% of the global equity opportunity set outside the US.
Bloomberg U.S. Universal Index
The Bloomberg U.S. Universal Index represents the union of the U.S. Aggregate Index, U.S. Corporate High Yield Index, Investment Grade 144A Index, Eurodollar Index, U.S. Emerging Markets Index, and the non-ERISA eligible portion of the CMBS Index. The index covers USD-denominated, taxable bonds that are rated either investment grade or high-yield.
Bloomberg U.S. 1-3 Month Treasury Bill Index
The Bloomberg US Treasury Bills 1-3 Month Index tracks the market for treasury bills issued by the US government with time to maturity between 1 and 3 months. US Treasury bills are issued in fixed maturity terms of 4, 13, 26 and 52 weeks. The US Treasury Bill 1-3 Month Index is a component of the US Short Treasury Index.
Index performance does not represent the fund's performance. It is not possible to invest directly in an index.
The Russell 3000® Index is a trademark/service mark of the Frank Russell Company. Russell® is trademark of the Frank Russell Company.
Source: MSCI. Morgan Stanley Capital International (MSCI) makes no express or implied warranties or representations and shall have no liability whatsoever with respect to any MSCI data contained herein. The MSCI data may not be further redistributed or used to create indices or financial products. This report is not approved or produced by MSCI.
Sources: American Century Investments, Bloomberg Index Services Ltd, Chicago Board of Trade, Dow Jones, Frank Russell Company, FTSE, Lipper, MSCI, NYSE, Standard & Poor's.