Benchmark: Dow Jones U.S. Large-Cap Value Total Stock Market Index
The Dow Jones U.S. Large-Cap Value Total Stock Market Index measures the performance of the large-cap segment of the U.S. equity market, specifically focusing on value-style stocks. It includes companies that exhibit lower price-to-book ratios and lower forecasted growth, representing the value segment of the market. The index reflects total return, including reinvested dividends.
A large-cap value strategy targeting established U.S. companies with lower valuations and slower growth, emphasizing income and long-term capital preservation.
A large-cap growth strategy targeting U.S. companies with strong earnings potential, emphasizing fast-growing sectors and higher valuation stocks for long-term appreciation.
A large-cap growth strategy targeting U.S. companies with strong earnings potential, emphasizing fast-growing sectors and higher valuation stocks for long-term appreciation.