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ETF Journey Portfolio® Index Descriptions

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Review the applicable index descriptions for your recommended portfolio by expanding the corresponding risk level portfolio section below.

American Century® Quality Diversified International Equity Index

Seeks to capture the performance of large- and mid-capitalization companies outside the U.S. that possess attractive quality, growth and valuation fundamentals. The index universe includes the stocks of companies based in developed economies outside the U.S. and companies based in the rising economies of Taiwan, South Korea, Hong Kong and China. Learn more: ACQINT Index Methodology Book

American Century® U.S. Quality Growth Index

Seeks to capture the performance of large- and mid-capitalization companies in the U.S. that possess attractive quality, growth and valuation fundamentals. Learn more: ACQGRO Index Methodology Book

Bloomberg U.S. 1-3 Month Treasury Bill Index

A sub index of the Bloomberg U.S. Short Treasury Index, the Bloomberg U.S. 1-3 Month Treasury Bill Index is composed of zero-coupon Treasury bills with a maturity between 1 and 3 months. As Treasury bonds and notes fall below one year-to-maturity and exit the Bloomberg U.S. Treasury Index, they become eligible for the Bloomberg U.S. Short Treasury Index. It excludes zero coupon strips.

MSCI Emerging Markets IMI Index

Captures large, mid and small cap representation across emerging markets countries, covering approximately 99% of the free float-adjusted market capitalization in each country.

MSCI World ex-USA IMI Index

Captures large, mid and small cap representation across developed markets countries (excluding the United States), covering approximately 99% of the free float-adjusted market capitalization in each country.

MSCI World ex-USA Small Cap Index

Captures small cap representation across developed markets countries (excluding the United States), covering approximately 14% of the free float-adjusted market capitalization in each country.

Russell 1000® Growth Index

Measures the performance of those Russell 1000 Index companies (the 1,000 largest publicly traded U.S. companies, based on total market capitalization) with higher price-to-book ratios and higher forecasted growth values.

Russell 1000® Value Index

Measures the performance of those Russell 1000 Index companies (the 1,000 largest publicly traded U.S. companies, based on total market capitalization) with lower price-to-book ratios and lower forecasted growth values.

Russell 2000® Index

Market-capitalization weighted index created by Frank Russell Company to measure the performance of the 2,000 smallest of the 3,000 largest publicly traded U.S. companies, based on total market capitalization.

Russell Midcap® Growth Index

Measures the performance of those Russell Midcap Index companies (the 800 smallest of the 1,000 largest publicly traded U.S. companies, based on total market capitalization) with higher price-to-book ratios and higher forecasted growth values.

S&P 500® Index

The S&P 500® Index is composed of 500 selected common stocks most of which are listed on the New York Stock Exchange. It is not an investment product available for purchase.

S&P Global REIT Index

A member of the S&P Global Property Index Series, which defines and measures the investable universe of publicly traded property companies, the S&P Global REIT serves as a comprehensive benchmark of publicly traded equity REITs listed in both developed and emerging markets.

American Century® Quality Diversified International Equity Index

Seeks to capture the performance of large- and mid-capitalization companies outside the U.S. that possess attractive quality, growth and valuation fundamentals. The index universe includes the stocks of companies based in developed economies outside the U.S. and companies based in the rising economies of Taiwan, South Korea, Hong Kong and China. Learn more: ACQINT Index Methodology Book

American Century® U.S. Quality Growth Index

Seeks to capture the performance of large- and mid-capitalization companies in the U.S. that possess attractive quality, growth and valuation fundamentals. Learn more: ACQGRO Index Methodology Book

Bloomberg U.S. 1-3 Month Treasury Bill Index

A sub index of the Bloomberg U.S. Short Treasury Index, the Bloomberg U.S. 1-3 Month Treasury Bill Index is composed of zero-coupon Treasury bills with a maturity between 1 and 3 months. As Treasury bonds and notes fall below one year-to-maturity and exit the Bloomberg U.S. Treasury Index, they become eligible for the Bloomberg U.S. Short Treasury Index. It excludes zero coupon strips.

Bloomberg U.S. Aggregate Bond Index

Represents securities that are taxable, registered with the Securities and Exchange Commission, and U.S. dollar-denominated. The index covers the U.S. investment-grade fixed-rate bond market, with index components for government and corporate securities, mortgage pass-through securities, and asset-backed securities.

Bloomberg U.S. Aggregate Government/Credit 1-5 Years Index

Bloomberg U.S. Aggregate 1-5 Year Government/Credit Bond Index is a component of the U.S. Government/Credit Bond Index, which includes Treasury and agency securities (Government Bond Index) and publicly issued U.S. corporate and foreign debentures and secured notes (Credit Bond Index). The bonds in the index are investment-grade with a maturity between one and five years.

ICE BofA BB-B US High Yield Constrained Index

The ICE BofA BB-B US High Yield Constrained Index is composed of U.S. dollar-denominated corporate debt publicly issued in the U.S. market rated BB through B, based on an average of Moody's, S&P and Fitch ratings, with issuer exposure capped at 2%.

ICE BofA U.S. Convertible Index

ICE BofA U.S. Convertible Index tracks the performance of publicly issued, exchange-listed US dollar denominated convertible securities of US companies with at least $50 million face amount outstanding and at least one month remaining to the final conversion date. Index constituents are market capitalization-weighted and rebalanced monthly.

ICE Exchange-Listed Preferred & Hybrid Securities Index

ICE Exchange-Listed Preferred & Hybrid Securities Index tracks the performance of exchange-listed US dollar denominated hybrid debt, preferred stock and convertible preferred stock publicly issued by corporations in the US domestic market. Preferred stock and notes must have a minimum amount outstanding of $100 million; convertible preferred stock must have at least $50 million face amount outstanding. Index constituents are market capitalization-weighted subject to certain constraints. The index is rebalanced monthly.

J.P. Morgan Emerging Market Bond Index Global Diversified

The J.P. Morgan Emerging Markets Bond Index Global Diversified tracks total returns for U.S. dollar-denominated debt instruments issued by emerging market sovereign and quasi-sovereign entities that meet specific liquidity and structural requirements.

MSCI Emerging Markets IMI Index

Captures large, mid and small cap representation across emerging markets countries, covering approximately 99% of the free float-adjusted market capitalization in each country.

MSCI World ex-USA IMI Index

Captures large, mid and small cap representation across developed markets countries (excluding the United States), covering approximately 99% of the free float-adjusted market capitalization in each country.

MSCI World ex-USA Small Cap Index

Captures small cap representation across developed markets countries (excluding the United States), covering approximately 14% of the free float-adjusted market capitalization in each country.

Russell 1000® Growth Index

Measures the performance of those Russell 1000 Index companies (the 1,000 largest publicly traded U.S. companies, based on total market capitalization) with higher price-to-book ratios and higher forecasted growth values.

Russell 1000® Value Index

Measures the performance of those Russell 1000 Index companies (the 1,000 largest publicly traded U.S. companies, based on total market capitalization) with lower price-to-book ratios and lower forecasted growth values.

Russell 2000® Index

Market-capitalization weighted index created by Frank Russell Company to measure the performance of the 2,000 smallest of the 3,000 largest publicly traded U.S. companies, based on total market capitalization.

Russell Midcap® Growth Index

Measures the performance of those Russell Midcap Index companies (the 800 smallest of the 1,000 largest publicly traded U.S. companies, based on total market capitalization) with higher price-to-book ratios and higher forecasted growth values.

S&P 500® Index

The S&P 500® Index is composed of 500 selected common stocks most of which are listed on the New York Stock Exchange. It is not an investment product available for purchase.

S&P Global REIT Index

A member of the S&P Global Property Index Series, which defines and measures the investable universe of publicly traded property companies, the S&P Global REIT serves as a comprehensive benchmark of publicly traded equity REITs listed in both developed and emerging markets.

American Century® Quality Diversified International Equity Index

Seeks to capture the performance of large- and mid-capitalization companies outside the U.S. that possess attractive quality, growth and valuation fundamentals. The index universe includes the stocks of companies based in developed economies outside the U.S. and companies based in the rising economies of Taiwan, South Korea, Hong Kong and China. Learn more: ACQINT Index Methodology Book

American Century® U.S. Quality Growth Index

Seeks to capture the performance of large- and mid-capitalization companies in the U.S. that possess attractive quality, growth and valuation fundamentals. Learn more: ACQGRO Index Methodology Book

Bloomberg U.S. 1-3 Month Treasury Bill Index

A sub index of the Bloomberg U.S. Short Treasury Index, the Bloomberg U.S. 1-3 Month Treasury Bill Index is composed of zero-coupon Treasury bills with a maturity between 1 and 3 months. As Treasury bonds and notes fall below one year-to-maturity and exit the Bloomberg U.S. Treasury Index, they become eligible for the Bloomberg U.S. Short Treasury Index. It excludes zero coupon strips.

Bloomberg U.S. Aggregate Bond Index

Represents securities that are taxable, registered with the Securities and Exchange Commission, and U.S. dollar-denominated. The index covers the U.S. investment-grade fixed-rate bond market, with index components for government and corporate securities, mortgage pass-through securities, and asset-backed securities.

Bloomberg U.S. Aggregate Government/Credit 1-5 Years Index

Bloomberg U.S. Aggregate 1-5 Year Government/Credit Bond Index is a component of the U.S. Government/Credit Bond Index, which includes Treasury and agency securities (Government Bond Index) and publicly issued U.S. corporate and foreign debentures and secured notes (Credit Bond Index). The bonds in the index are investment-grade with a maturity between one and five years.

ICE BofA BB-B US High Yield Constrained Index

The ICE BofA BB-B US High Yield Constrained Index is composed of U.S. dollar-denominated corporate debt publicly issued in the U.S. market rated BB through B, based on an average of Moody's, S&P and Fitch ratings, with issuer exposure capped at 2%.

ICE BofA U.S. Convertible Index

ICE BofA U.S. Convertible Index tracks the performance of publicly issued, exchange-listed US dollar denominated convertible securities of US companies with at least $50 million face amount outstanding and at least one month remaining to the final conversion date. Index constituents are market capitalization-weighted and rebalanced monthly.

ICE Exchange-Listed Preferred & Hybrid Securities Index

ICE Exchange-Listed Preferred & Hybrid Securities Index tracks the performance of exchange-listed US dollar denominated hybrid debt, preferred stock and convertible preferred stock publicly issued by corporations in the US domestic market. Preferred stock and notes must have a minimum amount outstanding of $100 million; convertible preferred stock must have at least $50 million face amount outstanding. Index constituents are market capitalization-weighted subject to certain constraints. The index is rebalanced monthly.

J.P. Morgan Emerging Market Bond Index Global Diversified

The J.P. Morgan Emerging Markets Bond Index Global Diversified tracks total returns for U.S. dollar-denominated debt instruments issued by emerging market sovereign and quasi-sovereign entities that meet specific liquidity and structural requirements.

MSCI World ex-USA IMI Index

Captures large, mid and small cap representation across developed markets countries (excluding the United States), covering approximately 99% of the free float-adjusted market capitalization in each country.

Russell 1000® Value Index

Measures the performance of those Russell 1000 Index companies (the 1,000 largest publicly traded U.S. companies, based on total market capitalization) with lower price-to-book ratios and lower forecasted growth values.

Russell 2000® Index

Market-capitalization weighted index created by Frank Russell Company to measure the performance of the 2,000 smallest of the 3,000 largest publicly traded U.S. companies, based on total market capitalization.

Russell Midcap® Growth Index

Measures the performance of those Russell Midcap Index companies (the 800 smallest of the 1,000 largest publicly traded U.S. companies, based on total market capitalization) with higher price-to-book ratios and higher forecasted growth values.

S&P 500® Index

The S&P 500® Index is composed of 500 selected common stocks most of which are listed on the New York Stock Exchange. It is not an investment product available for purchase.

S&P Global REIT Index

A member of the S&P Global Property Index Series, which defines and measures the investable universe of publicly traded property companies, the S&P Global REIT serves as a comprehensive benchmark of publicly traded equity REITs listed in both developed and emerging markets.

American Century® Quality Diversified International Equity Index

Seeks to capture the performance of large- and mid-capitalization companies outside the U.S. that possess attractive quality, growth and valuation fundamentals. The index universe includes the stocks of companies based in developed economies outside the U.S. and companies based in the rising economies of Taiwan, South Korea, Hong Kong and China. Learn more: ACQINT Index Methodology Book

American Century® U.S. Quality Growth Index

Seeks to capture the performance of large- and mid-capitalization companies in the U.S. that possess attractive quality, growth and valuation fundamentals. Learn more: ACQGRO Index Methodology Book

Bloomberg U.S. 1-3 Month Treasury Bill Index

A sub index of the Bloomberg U.S. Short Treasury Index, the Bloomberg U.S. 1-3 Month Treasury Bill Index is composed of zero-coupon Treasury bills with a maturity between 1 and 3 months. As Treasury bonds and notes fall below one year-to-maturity and exit the Bloomberg U.S. Treasury Index, they become eligible for the Bloomberg U.S. Short Treasury Index. It excludes zero coupon strips.

Bloomberg U.S. Aggregate Bond Index

Represents securities that are taxable, registered with the Securities and Exchange Commission, and U.S. dollar-denominated. The index covers the U.S. investment-grade fixed-rate bond market, with index components for government and corporate securities, mortgage pass-through securities, and asset-backed securities.

Bloomberg U.S. Aggregate Government/Credit 1-5 Years Index

Bloomberg U.S. Aggregate 1-5 Year Government/Credit Bond Index is a component of the U.S. Government/Credit Bond Index, which includes Treasury and agency securities (Government Bond Index) and publicly issued U.S. corporate and foreign debentures and secured notes (Credit Bond Index). The bonds in the index are investment-grade with a maturity between one and five years.

ICE BofA BB-B US High Yield Constrained Index

The ICE BofA BB-B US High Yield Constrained Index is composed of U.S. dollar-denominated corporate debt publicly issued in the U.S. market rated BB through B, based on an average of Moody's, S&P and Fitch ratings, with issuer exposure capped at 2%.

ICE BofA U.S. Convertible Index

ICE BofA U.S. Convertible Index tracks the performance of publicly issued, exchange-listed US dollar denominated convertible securities of US companies with at least $50 million face amount outstanding and at least one month remaining to the final conversion date. Index constituents are market capitalization-weighted and rebalanced monthly.

ICE Exchange-Listed Preferred & Hybrid Securities Index

ICE Exchange-Listed Preferred & Hybrid Securities Index tracks the performance of exchange-listed US dollar denominated hybrid debt, preferred stock and convertible preferred stock publicly issued by corporations in the US domestic market. Preferred stock and notes must have a minimum amount outstanding of $100 million; convertible preferred stock must have at least $50 million face amount outstanding. Index constituents are market capitalization-weighted subject to certain constraints. The index is rebalanced monthly.

J.P. Morgan Emerging Market Bond Index Global Diversified

The J.P. Morgan Emerging Markets Bond Index Global Diversified tracks total returns for U.S. dollar-denominated debt instruments issued by emerging market sovereign and quasi-sovereign entities that meet specific liquidity and structural requirements.

MSCI World ex-USA IMI Index

Captures large, mid and small cap representation across developed markets countries (excluding the United States), covering approximately 99% of the free float-adjusted market capitalization in each country.

Russell 1000® Value Index

Measures the performance of those Russell 1000 Index companies (the 1,000 largest publicly traded U.S. companies, based on total market capitalization) with lower price-to-book ratios and lower forecasted growth values.

Russell Midcap® Growth Index

Measures the performance of those Russell Midcap Index companies (the 800 smallest of the 1,000 largest publicly traded U.S. companies, based on total market capitalization) with higher price-to-book ratios and higher forecasted growth values.

S&P 500® Index

The S&P 500® Index is composed of 500 selected common stocks most of which are listed on the New York Stock Exchange. It is not an investment product available for purchase.

S&P Global REIT Index

A member of the S&P Global Property Index Series, which defines and measures the investable universe of publicly traded property companies, the S&P Global REIT serves as a comprehensive benchmark of publicly traded equity REITs listed in both developed and emerging markets.

American Century® Quality Diversified International Equity Index

Seeks to capture the performance of large- and mid-capitalization companies outside the U.S. that possess attractive quality, growth and valuation fundamentals. The index universe includes the stocks of companies based in developed economies outside the U.S. and companies based in the rising economies of Taiwan, South Korea, Hong Kong and China. Learn more: ACQINT Index Methodology Book

American Century® U.S. Quality Growth Index

Seeks to capture the performance of large- and mid-capitalization companies in the U.S. that possess attractive quality, growth and valuation fundamentals. Learn more: ACQGRO Index Methodology Book

Bloomberg U.S. 1-3 Month Treasury Bill Index

A sub index of the Bloomberg U.S. Short Treasury Index, the Bloomberg U.S. 1-3 Month Treasury Bill Index is composed of zero-coupon Treasury bills with a maturity between 1 and 3 months. As Treasury bonds and notes fall below one year-to-maturity and exit the Bloomberg U.S. Treasury Index, they become eligible for the Bloomberg U.S. Short Treasury Index. It excludes zero coupon strips.

Bloomberg U.S. Aggregate Bond Index

Represents securities that are taxable, registered with the Securities and Exchange Commission, and U.S. dollar-denominated. The index covers the U.S. investment-grade fixed-rate bond market, with index components for government and corporate securities, mortgage pass-through securities, and asset-backed securities.

Bloomberg U.S. Aggregate Government/Credit 1-5 Years Index

Bloomberg U.S. Aggregate 1-5 Year Government/Credit Bond Index is a component of the U.S. Government/Credit Bond Index, which includes Treasury and agency securities (Government Bond Index) and publicly issued U.S. corporate and foreign debentures and secured notes (Credit Bond Index). The bonds in the index are investment-grade with a maturity between one and five years.

ICE BofA BB-B US High Yield Constrained Index

The ICE BofA BB-B US High Yield Constrained Index is composed of U.S. dollar-denominated corporate debt publicly issued in the U.S. market rated BB through B, based on an average of Moody's, S&P and Fitch ratings, with issuer exposure capped at 2%.

J.P. Morgan Emerging Market Bond Index Global Diversified

The J.P. Morgan Emerging Markets Bond Index Global Diversified tracks total returns for U.S. dollar-denominated debt instruments issued by emerging market sovereign and quasi-sovereign entities that meet specific liquidity and structural requirements.

MSCI Emerging Markets IMI Index

Captures large, mid and small cap representation across emerging markets countries, covering approximately 99% of the free float-adjusted market capitalization in each country.

MSCI World ex-USA IMI Index

Captures large, mid and small cap representation across developed markets countries (excluding the United States), covering approximately 99% of the free float-adjusted market capitalization in each country.

MSCI World ex-USA Small Cap Index

Captures small cap representation across developed markets countries (excluding the United States), covering approximately 14% of the free float-adjusted market capitalization in each country.

Russell 1000® Growth Index

Measures the performance of those Russell 1000 Index companies (the 1,000 largest publicly traded U.S. companies, based on total market capitalization) with higher price-to-book ratios and higher forecasted growth values.

Russell 1000® Value Index

Measures the performance of those Russell 1000 Index companies (the 1,000 largest publicly traded U.S. companies, based on total market capitalization) with lower price-to-book ratios and lower forecasted growth values.

Russell 2000® Index

Market-capitalization weighted index created by Frank Russell Company to measure the performance of the 2,000 smallest of the 3,000 largest publicly traded U.S. companies, based on total market capitalization.

Russell Midcap® Growth Index

Measures the performance of those Russell Midcap Index companies (the 800 smallest of the 1,000 largest publicly traded U.S. companies, based on total market capitalization) with higher price-to-book ratios and higher forecasted growth values.

S&P 500® Index

The S&P 500® Index is composed of 500 selected common stocks most of which are listed on the New York Stock Exchange. It is not an investment product available for purchase.

S&P Global REIT Index

A member of the S&P Global Property Index Series, which defines and measures the investable universe of publicly traded property companies, the S&P Global REIT serves as a comprehensive benchmark of publicly traded equity REITs listed in both developed and emerging markets.

Index performance does not represent the fund's performance. It is not possible to invest directly in an index.

The Russell 1000® Index, the Russell 2000® Index, the Russell 2500™ Index, the Russell 3000® Index, the Russell MidCap® Index and the Russell 200® Index are trademarks/service marks of the Frank Russell Company. Russell® is trademark of the Frank Russell Company.

©2024 Standard & Poor's Financial Services LLC. All rights reserved. For intended recipient only. No further distribution and/or reproduction permitted. Standard & Poor's Financial Services LLC ("S&P") does not guarantee the accuracy, adequacy, completeness or availability of any data or information contained herein and is not responsible for any errors or omissions or for the results obtained from the use of such data or information. S&P GIVES NO EXPRESS OR IMPLIED WARRANTIES, INCLUDING, BUT NOT LIMITED TO, ANY WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE IN CONNECTION TO THE DATA OR INFORMATION INCLUDED HEREIN. In no event shall S&P be liable for any direct, indirect, special or consequential damages in connection with recipient's use of such data or information.

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: Information has been obtained from sources believed to be reliable but J.P. Morgan does not warrant its completeness or accuracy. The Index may not be copied, used or distributed without J.P. Morgan's prior written approval. ©2024, J.P. Morgan Chase & Co. All rights reserved; FactSet.

Sources: ICE Benchmark Administration Ltd., FactSet

Sources: American Century Investments, Bloomberg Index Services Ltd, Chicago Board of Trade, Dow Jones, Frank Russell Company, FTSE, Lipper, MSCI, NYSE, Standard & Poor's.