| Index Name | Index Level | Returns | Compound Annual Returns | Reuters RIC | ||||||
| 01-Oct | 1 Day | MTD | QTD | YTD | 1 Year | 3 Years | 5 Years | 10 Years | ||
| US BROAD MARKET INDEX | 1,809.721 | 1.39% | 1.39% | 1.39% | 10.72% | 18.60% | 13.94% | N/A | N/A | .MDUS000B0PUS |
| US INVESTABLE MARKET 2500 INDEX | 1,898.302 | 1.39% | 1.39% | 1.39% | 10.86% | 18.69% | 13.96% | 16.01% | 7.09% | .MDUS000I0PUS |
| US INVESTABLE MARKET VALUE | 2,058.559 | 1.57% | 1.57% | 1.57% | 7.56% | 16.09% | 15.17% | 17.43% | 9.09% | .MDUS000IVPUS |
| US INVESTABLE MARKET GROWTH | 1,744.959 | 1.21% | 1.21% | 1.21% | 14.24% | 21.32% | 12.69% | 14.50% | 4.75% | .MDUS000IGPUS |
| US PRIME MARKET 750 INDEX | 1,858.273 | 1.31% | 1.31% | 1.31% | 11.14% | 18.78% | 13.85% | 15.54% | 6.85% | .MDUS000P0PUS |
| US PRIME MARKET VALUE | 2,039.148 | 1.52% | 1.52% | 1.52% | 8.33% | 16.83% | 15.49% | 17.32% | 8.97% | .MDUS000PVPUS |
| US PRIME MARKET GROWTH | 1,688.250 | 1.11% | 1.11% | 1.11% | 14.03% | 20.74% | 12.15% | 13.69% | 4.45% | .MDUS000PGPUS |
| US LARGE CAP 300 INDEX | 1,781.279 | 1.28% | 1.28% | 1.28% | 11.03% | 18.53% | 13.03% | 14.60% | 6.20% | .MDUS000L0PUS |
| US LARGE CAP VALUE | 1,980.665 | 1.51% | 1.51% | 1.51% | 9.09% | 17.36% | 15.36% | 16.78% | 8.43% | .MDUS000LVPUS |
| US LARGE CAP GROWTH | 1,597.761 | 1.05% | 1.05% | 1.05% | 13.00% | 19.69% | 10.68% | 12.37% | 3.79% | .MDUS000LGPUS |
| US SMALL + MID CAP 2200 INDEX | 2,296.572 | 1.69% | 1.69% | 1.69% | 10.30% | 19.02% | 16.50% | 20.33% | 10.30% | .MDUS000D0PUS |
| US SMALL + MID CAP 2200 INDEX VALUE | 2,332.092 | 1.76% | 1.76% | 1.76% | 3.38% | 12.55% | 14.66% | 19.64% | 11.67% | .MDUS000DVPUS |
| US SMALL + MID CAP 2200 INDEX GROWTH | 2,245.278 | 1.62% | 1.62% | 1.62% | 17.46% | 25.61% | 18.25% | 20.85% | 7.68% | .MDUS000DGPUS |
| US MID CAP 450 INDEX | 2,313.524 | 1.48% | 1.48% | 1.48% | 11.57% | 19.85% | 17.84% | 20.55% | 10.56% | .MDUS000M0PUS |
| US MID CAP VALUE | 2,388.975 | 1.58% | 1.58% | 1.58% | 4.59% | 14.08% | 16.10% | 20.32% | 12.31% | .MDUS000MVPUS |
| US MID CAP GROWTH | 2,223.919 | 1.39% | 1.39% | 1.39% | 18.80% | 25.58% | 19.46% | 20.57% | 7.44% | .MDUS000MGPUS |
| US SMALL + MICRO CAP INDEX | 2,063.741 | 1.92% | 1.92% | 1.92% | 7.85% | 17.33% | 14.50% | N/A | N/A | .MDUS000O0PUS |
| US SMALL CAP 1750 INDEX | 2,275.569 | 1.97% | 1.97% | 1.97% | 8.65% | 17.94% | 14.79% | 20.05% | 10.05% | .MDUS000S0PUS |
| US SMALL CAP VALUE | 2,261.471 | 2.00% | 2.00% | 2.00% | 1.78% | 10.51% | 12.78% | 18.77% | 10.89% | .MDUS000SVPUS |
| US SMALL CAP GROWTH | 2,271.837 | 1.93% | 1.93% | 1.93% | 15.73% | 25.65% | 16.69% | 21.20% | 8.13% | .MDUS000SGPUS |
| US MICRO CAP INDEX | 2,039.238 | 1.50% | 1.50% | 1.50% | 1.46% | 12.33% | 12.14% | N/A | N/A | .MDUS000C0PUS |
| US IMI/ENERGY | 3,557.180 | 1.36% | 1.36% | 1.36% | 29.75% | 43.88% | 29.96% | 29.57% | 13.75% | .MDUS0ENI0PUS |
| US IMI/MATERIALS | 2,422.386 | 1.56% | 1.56% | 1.56% | 26.71% | 42.50% | 19.69% | 21.54% | 8.01% | .MDUS0MTI0PUS |
| US IMI/INDUSTRIALS | 2,196.695 | 1.66% | 1.66% | 1.66% | 19.81% | 28.11% | 16.40% | 18.47% | 8.28% | .MDUS0INI0PUS |
| US IMI/CONSUMER DISCR | 1,628.014 | 1.43% | 1.43% | 1.43% | 0.23% | 10.73% | 8.28% | 12.40% | 7.44% | .MDUS0CDI0PUS |
| US IMI/CONSUMER STAPLES | 1,661.247 | -0.09% | -0.09% | -0.09% | 10.10% | 14.47% | 12.55% | 10.29% | 6.39% | .MDUS0CSI0PUS |
| US IMI/HEALTH CARE | 1,530.375 | 1.13% | 1.13% | 1.13% | 9.29% | 11.25% | 10.09% | 9.95% | 7.70% | .MDUS0HCI0PUS |
| US IMI/FINANCIALS | 1,778.585 | 2.03% | 2.03% | 2.03% | -3.03% | 3.81% | 9.76% | 13.76% | 8.72% | .MDUS0FNI0PUS |
| US IMI/INFORMATION TECH | 1,728.773 | 1.43% | 1.43% | 1.43% | 17.39% | 24.95% | 13.53% | 18.78% | 4.06% | .MDUS0ITI0PUS |
| US IMI/TELECOM SVC | 1,896.872 | 0.70% | 0.70% | 0.70% | 18.38% | 28.30% | 19.40% | 21.71% | 3.63% | .MDUS0TCI0PUS |
| US IMI/UTILITIES | 2,539.479 | 1.56% | 1.56% | 1.56% | 12.08% | 22.73% | 20.28% | 20.27% | 9.41% | .MDUS0UTI0PUS |
Note: MSCI started calculating and maintaining the above US equity indexes on December 2, 2002 with a base level of 1000 as of November 29, 2002. The initial construction of these indexes used the market capitalization of November 25, 2002 and no buffer rules were applied on the Size or Style indexes. In addition, MSCI has calculated daily price and total return index levels for all US equity indexes from May 31, 1992 to November 29, 2002. The methodology used for the historical calculation shares most of the features of the ongoing methodology. The main difference is the use of full market capitalization weights for the historical indexes instead of free float-adjusted market capitalization weights for the ongoing indexes. |
Note: The index level history for the MSCI US Small + Mid Cap 2200 Index and its corresponding Value and Growth indexes was revised on 08/06/2007 for the period from 05/29/1992 to 11/28/2002. |
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