Tax-Efficient Journey Portfolio® Benchmark
Review the applicable index descriptions for your recommended portfolio.
Index Name | Defensive | Cautious | Balanced | Growth | Aggressive |
|---|---|---|---|---|---|
Russell 3000 TR | 17.00% | 36.00% | 45.00% | 52.50% | 63.50% |
MSCI ACWI | 3.00% | 9.00% | 15.00% | 22.50% | 34.50% |
ICE AMT FREE Core US National Municipal (USA Unhedged) | 54.50% | 42.50% | 34.00% | 23.00% | 0.00% |
Bloomberg US Aggregate Bond TR USD | 23.50% | 10.50% | 4.00% | 0.00% | 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.
ICE AMT FREE Core US National Municipal (USD Unhedged)
ICE AMT-Free Core U.S. National Municipal Index tracks the performance of U.S. dollar denominated investment grade tax-exempt debt publicly issued in the U.S. domestic market by U.S. states and territories as well as their political subdivisions. Qualifying securities must be exempt from Federal taxes and must not be subject to alternative minimum tax.
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. 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.
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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.