Choosing Your Index Strategies
S&P 500 ® Index The S&P 500 ® Index tracks the performance of 500 of the top companies in leading industries of the U.S. economy. It is one of the most commonly followed equity indices and widely regarded as the best single gauge of large-cap U.S. equities.
Ticker: SPX
S&P Multi-Asset Risk Control 5% Excess Return Index Also known as the S&P MARC 5% ER Index, this index aims for more stable index performance with a diversified multi-asset index that uses an innovative design to manage market volatility. It tracks three underlying asset classes: equities, commodities, and fixed income. The index is rebalanced daily to maintain a target volatility of 5%.
Ticker: SPMARC5P
S&P 500 Daily Risk Control 5% Excess Return Index The S&P 500 Daily Risk Control 5% ER Index’s goal is to create stable returns using the existing S&P 500 ® Index crediting design combined with a volatility target. The index is adjusted daily to target a 5% level of volatility. You’ll see upside potential with less exposure to market fluctuations, while benefiting from the performance of U.S. large-cap markets.
Ticker: SPXT5UE
S&P 500 ESG Daily Risk Control 5% Excess Return Index The S&P 500 ESG Daily Risk Control 5% ER Index’s objective is to provide stable returns using the S&P 500 ® Index, but focusing on companies with improved environmental, social, and governance characteristics. The index is adjusted daily to target a 5% level of volatility. You’ll see upside potential with less exposure to market fluctuations. This Index allows you to align your investment objective with sustainable values.
Ticker: SPXESU5E
The Standard
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