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Equity

Overview

Returns

21 Results

Strategy name
Description
Vehicles†
Equity / U.S. Equity
AMCAP
Disciplined approach to growth investing.
  • CIT
  • Mutual Fund
AMCAP
Inception Date 05/31/1967
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-3.12
-0.81
0.79
13.72
10.20
13.49
11.26
11.34
13.19
10.44
12.34
Net of fees
-3.15
-0.90
0.73
13.33
9.81
13.10
10.88
10.95
12.79
10.05
11.95
S&P 500 Index
tooltip: S&P 500 Index is a market capitalization-weighted index based on the results of approximately 500 widely held common stocks. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
-1.30
-0.97
1.44
18.41
12.55
16.85
13.77
12.98
14.04
10.46
—
Equity / U.S. Equity
American Mutual
Managed for conservative growth and income investing.
  • CIT
  • Mutual Fund
American Mutual
Inception Date 02/28/1950
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
1.09
0.84
5.41
17.36
9.98
13.31
10.82
10.42
11.95
9.46
12.20
Net of fees
1.07
0.77
5.36
17.02
9.66
12.99
10.50
10.10
11.63
9.14
11.88
S&P 500 Index
tooltip: S&P 500 Index is a market capitalization-weighted index based on the results of approximately 500 widely held common stocks. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
-1.30
-0.97
1.44
18.41
12.55
16.85
13.77
12.98
14.04
10.46
—
Equity / Emerging Markets Equity
Developing World Growth and Income
Dividend investing in the developing world.
  • Mutual Fund
Developing World Growth and Income
Inception Date 02/28/2014
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.46
1.91
3.14
7.30
2.34
3.42
2.04
3.13
—
—
3.26
Net of fees
0.41
1.75
3.03
6.60
1.67
2.75
1.38
2.46
—
—
2.60
MSCI Emerging Markets Index
tooltip: MSCI Emerging Markets Index is a free float-adjusted market capitalization weighted index that is designed to measure equity market results in the global emerging markets, consisting of more than 20 emerging market country indexes. Results reflect dividends gross of withholding taxes through December 31, 2000, and dividends net of withholding taxes thereafter. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
0.48
2.14
2.28
10.07
0.46
4.26
1.23
3.49
3.54
5.67
—
Equity / Emerging Markets Equity
Emerging Markets Equity
Aims to provide long-term capital growth through a diversified portfolio of developing-country equities.
  • Mutual Fund
Emerging Markets Equity
Inception Date 05/31/1986
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.14
1.25
2.20
4.90
-0.39
2.88
1.60
4.14
3.34
6.45
12.10
Net of fees
0.07
1.05
2.07
4.07
-1.19
2.06
0.79
3.31
2.52
5.61
11.21
MSCI Emerging Markets IMI Index (linked)
tooltip: MSCI Emerging Markets Investable Market Index (IMI) is a free float-adjusted market capitalization weighted index that is designed to measure results of the large-, mid-, and small-capitalization segments of more than 20 emerging equity markets. Results reflect dividends net of withholding taxes. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of account fees, expenses or U.S. federal income taxes.
0.05
0.90
1.17
8.29
0.72
4.89
1.51
3.64
3.67
5.85
—
Equity / International Equity
EuroPacific Growth
A diversified approach to international growth.
  • CIT
  • Mutual Fund
EuroPacific Growth
Inception Date 04/30/1984
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.69
1.70
5.58
7.36
4.34
7.45
4.92
6.07
7.04
6.96
10.83
Net of fees
0.65
1.58
5.51
6.86
3.86
6.95
4.43
5.58
6.54
6.46
10.32
EuroPacific Growth Fund Historical Benchmarks Index
tooltip: EuroPacific Growth Fund Historical Benchmarks Index returns reflect the results of the MSCI EAFE Index through 03/31/2007 and the MSCI All Country World ex USA Index, the fund's current primary benchmark, thereafter. MSCI EAFE (Europe, Australasia, Far East) Index is a free float-adjusted market capitalization weighted index that is designed to measure developed equity market results, excluding the United States and Canada. MSCI All Country World ex USA Index is a free float-adjusted market capitalization weighted index that is designed to measure equity market results in the global developed and emerging markets, excluding the United States. The index consists of more than 40 developed and emerging market country indexes. Results reflect dividends net of withholding taxes. These indexes are unmanaged, and their results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
1.39
3.42
5.47
9.65
4.62
7.55
4.23
4.83
5.40
4.98
—
Equity / U.S. Equity
Fundamental Investors
A flexible approach to growth-and-income investing.
  • CIT
  • Mutual Fund
Fundamental Investors
Inception Date 07/31/1978
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-2.27
0.13
1.98
17.86
13.19
15.69
12.37
12.50
13.45
11.02
13.19
Net of fees
-2.29
0.06
1.93
17.52
12.86
15.36
12.05
12.18
13.12
10.70
12.87
S&P 500 Index
tooltip: S&P 500 Index is a market capitalization-weighted index based on the results of approximately 500 widely held common stocks. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
-1.30
-0.97
1.44
18.41
12.55
16.85
13.77
12.98
14.04
10.46
—
Equity / Global Equity
Global Insight
A prudent approach to global investing.
  • Mutual Fund
Global Insight
Inception Date 03/31/1992
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.37
1.71
4.58
12.19
8.37
11.57
9.81
9.74
10.47
8.90
10.15
Net of fees
0.28
1.45
4.40
11.03
7.25
10.42
8.67
8.60
9.33
7.77
9.01
MSCI World Index
tooltip: MSCI World Index is a free float-adjusted market capitalization weighted index that is designed to measure equity market results of developed markets. The index consists of more than 20 developed market country indexes, including the United States. Results reflect dividends net of withholding taxes. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
-0.72
0.11
2.78
15.63
10.22
13.91
10.53
9.82
10.44
8.07
—
Equity / U.S. Equity
Growth Fund of America
A flexible approach to growth investing.
  • CIT
  • Mutual Fund
Growth Fund of America
Inception Date 11/30/1973
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-3.90
-0.38
1.21
20.08
13.39
17.43
14.49
14.41
14.80
11.78
14.73
Net of fees
-3.92
-0.46
1.16
19.72
13.04
17.07
14.14
14.06
14.44
11.44
14.38
S&P 500 Index
tooltip: S&P 500 Index is a market capitalization-weighted index based on the results of approximately 500 widely held common stocks. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
-1.30
-0.97
1.44
18.41
12.55
16.85
13.77
12.98
14.04
10.46
—
Equity / International Equity
International All Countries Equity
Broad international equity allocation with up to 50% exposure to emerging markets securities.
  • CIT
International All Countries Equity
Inception Date 09/30/2001
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
1.91
3.75
7.03
7.42
3.27
6.28
5.13
6.66
6.84
6.41
7.54
Net of fees
1.87
3.61
6.93
6.82
2.70
5.69
4.54
6.06
6.24
5.82
6.94
MSCI All Country World Index (ACWI) ex USA
tooltip: MSCI All Country World Index ex USA is a free-float-adjusted market-capitalization-weighted index that is designed to measure equity market results in the global developed and emerging markets, excluding the United States. The index consists of more than 40 developed- and emerging-market country indexes. When applicable, results through December 31, 2000, reflect dividends gross of withholding taxes, and dividends net of withholding taxes thereafter. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
1.39
3.42
5.47
9.65
4.62
7.55
4.23
4.83
5.40
5.09
—
Equity / International Equity
International Equity
Broad international equity allocation with limited exposure to emerging markets securities.
  • CIT
International Equity
Inception Date 12/31/1978
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
1.91
3.83
7.09
5.57
3.90
7.64
6.07
6.69
7.46
6.26
10.43
Net of fees
1.86
3.69
7.00
4.98
3.32
7.04
5.48
6.10
6.87
5.67
9.81
MSCI EAFE (Europe, Australasia, Far East) Index
tooltip: MSCI EAFE (Europe, Australasia, Far East) Index is a free float-adjusted market capitalization weighted index that is designed to measure developed equity market results, excluding the United States and Canada. Results reflect dividends net of withholding taxes. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
1.94
4.86
7.30
8.77
6.42
8.70
5.12
5.28
6.11
5.06
—
Equity / International Equity
International Growth and Income
International growth with a dividend focus.
  • CIT
  • Mutual Fund
International Growth and Income
Inception Date 10/31/2008
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
2.64
4.29
6.73
9.09
5.88
8.13
5.43
5.52
6.77
—
8.14
Net of fees
2.60
4.16
6.64
8.51
5.32
7.56
4.87
4.97
6.21
—
7.57
International Growth and Income Fund Historical Benchmarks Index
tooltip: International Growth and Income Fund Historical Benchmarks Index returns reflect the results of the MSCI World ex USA Index through 06/30/2011 and the MSCI All Country World ex USA Index, the fund's current primary benchmark, thereafter. MSCI World ex USA Index is a free float-adjusted market capitalization weighted index that is designed to measure equity market results of developed markets, excluding the United States. The index consists of more than 20 developed market country indexes. MSCI All Country World ex USA Index is a free float-adjusted market capitalization weighted index that is designed to measure equity market results in the global developed and emerging markets, excluding the United States. The index consists of more than 40 developed and emerging market country indexes. Results reflect dividends net of withholding taxes. These indexes are unmanaged, and their results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
1.39
3.42
5.47
9.65
4.62
7.55
4.23
4.83
5.31
4.62
—
Equity / International Equity
International Vantage
A prudent approach to international investing.
  • Mutual Fund
International Vantage
Inception Date 12/31/1986
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
2.25
4.09
7.47
7.09
5.66
8.66
6.91
7.05
7.84
7.26
9.41
Net of fees
2.16
3.82
7.29
5.98
4.56
7.53
5.79
5.94
6.72
6.15
8.27
MSCI EAFE (Europe, Australasia, Far East) Index
tooltip: MSCI EAFE (Europe, Australasia, Far East) Index is a free float-adjusted market capitalization weighted index that is designed to measure developed equity market results, excluding the United States and Canada. Results reflect dividends net of withholding taxes. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
1.94
4.86
7.30
8.77
6.42
8.70
5.12
5.28
6.11
5.06
—
Equity / U.S. Equity
Investment Company of America
Eight decades of consistency.
  • CIT
  • Mutual Fund
Investment Company of America
Inception Date 12/31/1933
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-2.15
1.02
2.33
20.08
14.73
17.19
13.00
12.48
13.36
10.32
13.03
Net of fees
-2.17
0.94
2.28
19.74
14.40
16.85
12.67
12.16
13.03
10.00
12.71
S&P 500 Index
tooltip: S&P 500 Index is a market capitalization-weighted index based on the results of approximately 500 widely held common stocks. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
-1.30
-0.97
1.44
18.41
12.55
16.85
13.77
12.98
14.04
10.46
—
Equity / Global Equity
New Economy
A dynamic approach to growth investing.
  • CIT
  • Mutual Fund
New Economy
Inception Date 12/31/1983
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-3.56
0.17
1.39
17.31
10.70
13.06
10.69
11.75
13.54
11.28
12.23
Net of fees
-3.59
0.07
1.32
16.82
10.23
12.58
10.22
11.28
13.05
10.81
11.76
MSCI All Country World Index (ACWI)
tooltip: MSCI All Country World Index is a free-float-adjusted market-capitalization-weighted index that is designed to measure equity market results in the global developed and emerging markets, consisting of more than 40 developed- and emerging-market country indexes. When applicable, results through December 31, 2000, reflect dividends gross of withholding taxes, and dividends net of withholding taxes thereafter. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
-0.60
0.30
2.73
15.06
9.14
12.79
9.44
9.11
9.64
7.73
—
Equity / Global Equity
New Perspective
A flexible approach to global growth.
  • CIT
  • Mutual Fund
New Perspective
Inception Date 03/31/1973
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-0.94
1.96
3.44
15.15
9.16
14.12
11.68
11.74
12.24
10.57
13.07
Net of fees
-0.97
1.85
3.37
14.66
8.69
13.64
11.20
11.26
11.76
10.10
12.59
New Perspective Fund Historical Benchmarks Index
tooltip: New Perspective Fund Historical Benchmarks Index returns reflect the results of the MSCI World Index through 09/30/2011 and the MSCI All Country World Index, the fund's current primary benchmark, thereafter. MSCI World Index is a free float-adjusted market capitalization weighted index that is designed to measure equity market results of developed markets. The index consists of more than 20 developed market country indexes, including the United States. MSCI All Country World Index is a free float-adjusted market capitalization weighted index that is designed to measure equity market results in the global developed and emerging markets. The index consists of more than 40 developed and emerging market country indexes. Results reflect dividends net of withholding taxes. These indexes are unmanaged, and their results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
-0.60
0.30
2.73
15.06
9.14
12.79
9.44
9.11
9.67
7.50
—
Equity / Emerging Markets Equity
New World
A flexible approach to developing markets.
  • CIT
  • Mutual Fund
New World
Inception Date 06/30/1999
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-0.26
1.13
2.47
7.16
4.17
7.93
6.03
7.07
7.25
8.23
8.66
Net of fees
-0.31
0.98
2.38
6.53
3.56
7.29
5.41
6.45
6.62
7.60
8.03
MSCI All Country World Index (ACWI)
tooltip: MSCI All Country World Index is a free-float-adjusted market-capitalization-weighted index that is designed to measure equity market results in the global developed and emerging markets, consisting of more than 40 developed- and emerging-market country indexes. When applicable, results through December 31, 2000, reflect dividends gross of withholding taxes, and dividends net of withholding taxes thereafter. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
-0.60
0.30
2.73
15.06
9.14
12.79
9.44
9.11
9.64
7.73
—
Equity / Global Small Cap Equity
SMALLCAP World
A pioneer in global small-cap investing.
  • Mutual Fund
SMALLCAP World
Inception Date 04/30/1990
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-4.47
-7.23
-1.98
-0.29
0.04
7.14
6.70
7.97
9.73
8.79
10.18
Net of fees
-4.52
-7.37
-2.08
-0.90
-0.57
6.49
6.05
7.31
9.07
8.13
9.51
SMALLCAP World Fund Historical Benchmarks Index
tooltip: SMALLCAP World Fund Historical Benchmarks Index returns reflect the results of the S&P Global <$3 Billion Index through 09/30/2009 and the MSCI All Country World Small Cap Index, the fund's current primary benchmark, thereafter. Cumulative returns for the S&P Global <$3 Billion Index include results from the comparative indexes as follows: S&P Global<$3 Billion (May 2006 to September 2009), S&P Global <$2 Billion (May 2004 to April 2006), S&P Developed <$1.5 Billion (January 2000 to April 2004), and S&P Developed <$1.2 Billion (1990 to 1999). The S&P Global indexes include both developed and developing countries. The S&P Developed indexes (used prior to May 2004) only include stocks in developed countries. MSCI All Country World Small Cap Index is a free float-adjusted market capitalization weighted index that is designed to measure equity market results of smaller capitalization companies in both developed and emerging markets. MSCI index results reflect dividends net of withholding taxes. These indexes are unmanaged, and their results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
-3.22
-5.98
-0.72
6.31
3.09
9.19
5.65
6.75
8.68
7.69
—
Equity / U.S. Equity
U.S. Core Equity
Seeks long-term growth of capital by investing primarily in equity securities of high-quality companies in the U.S.
  • CIT
U.S. Core Equity
Inception Date 12/31/1966
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-1.57
1.17
2.59
23.60
13.51
17.22
14.45
13.34
14.38
10.13
11.66
Net of fees
-1.60
1.07
2.52
23.11
13.06
16.76
14.00
12.89
13.92
9.69
11.21
S&P 500 Index
tooltip: S&P 500 Index is a market capitalization-weighted index based on the results of approximately 500 widely held common stocks. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
-1.30
-0.97
1.44
18.41
12.55
16.85
13.77
12.98
14.04
10.46
—
Equity / U.S. Equity
U.S. Small and Mid Cap Equity
Seeks to invest in U.S. small and mid-cap companies
  • Separate Account Only
U.S. Small and Mid Cap Equity
Inception Date 06/30/2024
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-3.06
-6.05
1.30
—
—
—
—
—
—
—
8.10
Net of fees
-3.09
-6.15
1.23
—
—
—
—
—
—
—
7.78
Russell 2500 Index
tooltip: The Russell 2500 Index measures the results of the small to midcap segment of the US equity universe, commonly referred to as 'smid' cap. The Russell 2500 Index is a subset of the Russell 3000 Index. It includes approximately 2500 of the smallest securities based on a combination of their market cap and current index membership. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
-4.69
-8.75
-1.32
7.64
4.55
10.85
8.31
8.30
11.09
8.77
—
Equity / U.S. Equity
Washington Mutual Investors
A disciplined approach to growth-and-income investing.
  • CIT
  • Mutual Fund
Washington Mutual Investors
Inception Date 07/31/1952
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.17
1.56
4.18
18.05
12.57
15.99
12.72
12.22
13.59
10.16
12.67
Net of fees
0.15
1.49
4.13
17.72
12.25
15.66
12.40
11.91
13.27
9.85
12.35
S&P 500 Index
tooltip: S&P 500 Index is a market capitalization-weighted index based on the results of approximately 500 widely held common stocks. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
-1.30
-0.97
1.44
18.41
12.55
16.85
13.77
12.98
14.04
10.46
—
Equity / Global Equity
World Growth and Income
Global growth with a dividend focus.
  • CIT
  • Mutual Fund
World Growth and Income
Inception Date 03/31/1993
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-0.44
1.85
3.70
13.70
9.48
12.16
8.86
8.95
10.00
8.78
11.09
Net of fees
-0.47
1.75
3.63
13.22
9.02
11.68
8.40
8.49
9.53
8.32
10.62
Capital World Growth and Income Fund Historical Benchmarks Index
tooltip: Capital World Growth and Income Fund Historical Benchmarks Index returns reflect the results of the MSCI World Index through 11/30/2011 and the MSCI All Country World Index, the fund's current primary benchmark, thereafter. MSCI World Index is a free float-adjusted market capitalization weighted index that is designed to measure equity market results of developed markets. The index consists of more than 20 developed market country indexes, including the United States. MSCI All Country World Index is a free float-adjusted market capitalization weighted index that is designed to measure equity market results in the global developed and emerging markets. The index consists of more than 40 developed and emerging market country indexes. Results reflect dividends net of withholding taxes. These indexes are unmanaged, and their results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
-0.60
0.30
2.73
15.06
9.14
12.79
9.44
9.11
9.69
7.52
—
† Please contact us for the availability of separate accounts and other additional vehicles for all strategies listed.