Tax-Efficient 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% |
S&P National AMT-Free Municipal Bond | 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.
S&P National AMT-Free Municipal Bond
The S&P National AMT-Free Municipal Bond Index is a broad, comprehensive, market value-weighted index designed to measure the performance of the investment-grade tax-exempt U.S. municipal bond market. Bonds issued by U.S. territories, including Puerto Rico, are excluded from this index.
Index performance does not represent the fund's performance. It is not possible to invest directly in an index.
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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.