6/6/2023 0 Comments Investment insights![]() The Russell 2500 Index is a subset of the Russell 3000 Index. equity universe, commonly referred to as “SMID” cap. The Russell 2500 Index measures the performance of the small to mid-cap segment of the U.S. It includes those Russell 1000 companies with lower price-to-book ratios and lower expected growth values. The Russell 1000 Value Index measures the performance of the large-cap value segment of the U.S. It is a subset of the Russell 3000 Index and includes approximately 1,000 of the largest securities based on a combination of their market cap and current index membership. The Russell 1000 Index measures the performance of the large-cap segment of the U.S. The Morningstar Moderately Conservative Target Risk Index is an asset allocation index comprised of constituent Morningstar indices and reflects global equity market exposure of 40% based on an asset allocation methodology derived by Ibbotson Associates, a Morningstar company. Morningstar Moderately Conservative Target Risk Index The ICE BofA 6-Month Treasury Bill Index is generally representative of the market for U.S. dollar-denominated, fixed-rate taxable bond market. Aggregate Bond Index is a broad-based benchmark that measures the investment grade, U.S. The Bloomberg 5-Year Municipal Bond Index is a capitalization weighted bond index generally representative of major municipal bonds of all quality ratings with an average maturity of approximately five years. dollar denominated, fixed-rate taxable bonds with maturities from one to three years. Aggregate Index is generally representative of the market for investment grade, U.S. Index performance is hypothetical and is shown for illustrative purposes only. The following indices are used as benchmarks for the various mutual funds offered by Weitz Funds.
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