Balanced Composite Benchmark
The Balanced Composite Benchmark is comprised of 60% Russell 1000 Index and 40% Barclays US Credit Index:The Russell 1000® Index is a capitalization-weighted price-only index which is composed of 1000 of the largest cap US-domiciled companies whose common stock trades in the US on the New York Stock Exchange, American Stock Exchange and NASDAQ and which are included in the Russell 3000® Index. This large-cap market-oriented Index is highly correlated with the S&P 500 Index. The Barclays Capital US Credit Index is a subindex of the Barclays Capital US Government/Credit Index. The index includes corporate and non-corporate sectors. The corporate sectors are Industrial, Utility, and Finance, which include US and non-US corporations. The non-corporate sectors are Sovereign, Supranational, Foreign Agency, and Foreign Local Government. The index is calculated monthly on a price-only and total-return basis. All returns are market value-weighted inclusive of accrued interest.