ETF Journey Portfolio® Benchmark
Review the applicable index descriptions for your recommended portfolio.
Index Name | Defensive | Cautious | Balanced | Growth | Aggressive |
|---|---|---|---|---|---|
MSCI ACWI IMI NR USD | 20.00% | 40.00% | 60.00% | 80.00% | 95.00% |
Bloomberg US Aggregate Bond TR USD | 80.00% | 60.00% | 40.00% | 20.00% | 5.00% |
Totals | 100.00% | 100.00% | 100.00% | 100.00% | 100.00% |
Index Definitions
MSCI ACWI IMI NR USD
The MSCI ACWI Investable Market Index (IMI) captures large, mid and small cap representation across 23 Developed Markets (DM) and 24 Emerging Markets (EM) countries. With 8,780 constituents, the index is comprehensive, covering approximately 99% of the global equity investment opportunity set.
Bloomberg US Aggregate Bond TR USD
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.
Index performance does not represent the fund's performance. It is not possible to invest directly in an index.
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.