Prepared for Utah Higher Education Assistance Authority
Prepared for: Utah Higher Education Assistance Authority
References
1 MSCI EAFE Index through May 31, 2010; MSCI All Country World Index ex USA thereafter.
2 Calvert Social Index through December 16, 2005; FTSE4Good US Select Index thereafter.
3 Bloomberg Barclays U.S. 1-5 Year Government/Credit Bond Index through Dec 31, 2009; Bloomberg Barclays U.S. 1-5 Year Gov't/Credit Float Adjusted Index thereafter.
4 Bloomberg Barclays U.S. Aggregate Bond Index through December 31, 2009; Bloomberg Barclays U.S. Aggregate Float Adjusted Index thereafter.
5 S&P SmallCap 600/Barra Value Index through May 16, 2003; MSCI US Small Cap Value Index through April 16, 2013; CRSP US Small Cap Value Index thereafter.
6 S&P SmallCap 600 Growth Index (formerly known as the S&P SmallCap 600/Barra Growth Index) through May 16, 2003; MSCI US Small Cap Growth Index through April 16, 2013; CRSP US
Small Cap Growth Index thereafter.
7 S&P 500/Barra Value Index through May 16, 2003; MSCI US Prime Market Value Index through April 16, 2013; CRSP US Large Cap Value Index thereafter.
8 S&P 500 Growth Index (formerly known as the S&P 500/Barra Growth Index) through May 16, 2003; MSCI US Prime Market Growth Index through April 16, 2013; CRSP US Large Cap Growth
Index thereafter.
9 Dow Jones Wilshire 5000 Index through April 8, 2005; MSCI US Broad Market Index through 1/14/2013; CRSP US Total Market Index thereafter.
10 100% MSCI EAFE Index through May 28, 2013; 100% FTSE Developed ex North America Idx through December 20, 2015; 100% FTSE Developed ACap ex US Trans Idx through May 31, 2016;
100% FTSE Developed All Cap ex US Index thereafter.
11 S&P MidCap 400 Index through May 16, 2003; MSCI US Mid Cap 450 Index through January 30, 2013; CRSP US Mid Cap Index thereafter.
12 Russell 2000 Index through May 16, 2003; MSCI US Small Cap 1750 Index through January 30, 2013; CRSP US Small Cap Index thereafter.
13 100% Select Emerging Markets Index through August 31, 2006; 100% MSCI Emerging Markets Index Net USD through January 9, 2013; 100% FTSE Emerging Transition Index through
June 27, 2013; 100% FTSE Emering Index through November 11, 2015; 100% FTSE EM All Cap CN ATrans Idx through September 18, 2016; 100% FTSE Emerging ACap CN A Inclus Idx
thereafter.
14 Total International Composite Index through August 31, 2006; MSCI EAFE + Emerging Markets Index through December 15, 2010; MSCI ACWI ex USA IMI Index through June 2, 2013;
and FTSE Global All Cap ex US Index thereafter. Benchmark returns are adjusted for withholding taxes.
For institutional use only. Not for distribution to retail investors.
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