Powered by Fast Convergence technology
The MSCI USA Balanced FC Index (“the Index”) applies BofA’s patented Fast Convergence technology to the MSCI USA Index with an aim to reduce risk and improve performance by adapting faster to changing market conditions. The Index rebalances each hour between U.S. equities, U.S. Treasuries, and a notional cash position, as described below:
- U.S. Equities: MSCI USA Index was created in 1986 to measure the performance of the large and mid-cap segments of the US market. The MSCI USA Index covers approximately 85% of the free float-adjusted market capitalization in the US.
- U.S. Treasuries: 10-Year US Treasury Note Futures dynamically adjusted based on momentum.
- Fast Convergence technology: BofA’s patented intraday rebalancing technology applied to MSCI USA Index.
- A balanced index: U.S. equities are paired with a dynamic 10yr U.S. Treasury sleeve with the goal of more consistent returns.
Index resources
Performance
Note: You will leave the MSCI website and be taken to BofA Securities, Inc.’s (“BofAS”) index webpage. Merrill Lynch International, an affiliate of BofAS, is the benchmark sponsor and index calculation agent and not part of or affiliated with MSCI. MSCI is not responsible for the accuracy of any information or statements made by BofAS on their website.
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MSCI USA Index
Designed to measure the performance of the large and mid-cap segments of the US market.
BofAS is not responsible for the accuracy of any information or statements made by MSCI on its website.