ESG integration is the practice of incorporating material environmental, social and governance (ESG) information or insights alongside traditional measures into the investment decision process to improve long term financial outcomes of portfolios. Learn how key attributes of this fund could factor into your decision-making. Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the funds assets under management or other measures. Market Closed. Share Class and Benchmark performance displayed in USD. Guna cara tulisan standard. A forum for the Triumph Tiger 900 GT and Rally series of motorcycles Distribution Yield and 12m Trailing Yield results may have period over period volatility due to factors including tax considerations such as treatment of passive foreign investment companies (PFICs), treatment of defaulted bonds or excise tax requirements; exceptional corporate actions; seasonality of dividends from underlying holdings; significant fluctuations in fund shares outstanding; or fund capital gain distributions. You'll find the end of day price of the Blackrock Russell 2000 Alpha Tilts Fund A fund for the selected range of dates. Performance charts for BlackRock Russell 1000 Alpha TILTS Fund (BLAR10A) including intraday, historical and comparison charts, technical analysis and trend lines. Prior to August 10, 2020, market price returns for BlackRock and iShares ETFs were calculated using the midpoint price and accounted for distributions from the fund. BlackRock Asset Management Ireland Limited. Apakah sentimen anda tentang Blackrock Russell 2000 Alpha Tilts Fund A? Previously, Mr. Piazza was a portfolio manager for global tactical asset allocation overlay accounts for BGI's Asset Allocation Strategies Group (AASG). The portfolio is selected and maintained in accordance with a quantitative formula designed to select stocks through optimized tilts toward particular stock characteristics based upon information selected by BTC. Trade this ETF now through your brokerage. The Russell 2500 Index Fund (the Fund) is an index fund that seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of a particular index. 0.022 0.000 0.00%. Past performance is not a reliable indicator of current or future results and should not be the sole factor of consideration when selecting a product or strategy. BlackRock Russell 2500 Alpha Tilts CIT Russell 2500 Index Fund M- ER: 0.36% State Street Global All Cap Equity Ex-U.S. Index Securities Lending Series Fund Class II- ER: 0.04% State Street Russell Small/Mid Cap Index Securities Lending Series Fund Class II- ER: 0.02% Arrowstreet ACWI Ex US- ER: 0.95% 130 E. Randolph St. He is responsible for Asia Pacific and Emerging Market Active Equity Strategies. Currency in USD ( Disclaimer ) Type: Fund Market: United. Please note, this security will not be marginable for 30 days from the settlement date, at which time it will automatically become eligible for margin collateral. BTC uses a "passive" or indexing approach to try to achieve the Fund's investment objective. Using the drop down box directly below the name of the fund, you can view a list of all share classes in the fund currency hedged share classes are indicated by the word Hedged in the name of the share class. Sign up and get the best of News delivered straight to your email inbox, free of charge. Jeff Shen,PhD,Managing Director, is Co-CIO of Active Equity and Co-Head of Systematic Active Equity (SAE) at BlackRock. Mr. Piazza's service with the firm dates back to 1997, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. The formula is designed to provide systematic exposure to such characteristics with the objective of producing long-term returns in excess of the total rate of return of the Benchmark. To the extent that data becomes more readily available and more accurate over time, we expect that ITR metric methodologies will evolve and may result in different outputs. Leave the BlackRock site for Individuals to explore other content, Welcome to the BlackRock site for individuals. Fund expenses, including management fees and other expenses were deducted. The ITR metric is not an indication or estimate of a funds performance or risk. Certain sectors and markets perform exceptionally well based on current market conditions and iShares Funds can benefit from that performance. More Performance 1, 2 The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. 'Co J It's a proprietary offering and I can't find a similar ticker nor much information about the fund other than the materials provided by his company. Schwab believes in the value of combining active and passive strategies. Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world. Before engaging Fidelity or any broker-dealer, you should evaluate the overall fees and charges of the firm as well as the services provided. Review the MSCI methodology behind the Business Involvement metrics, using links below. Replace the attached chart with a new chart ? We do not allow any sharing of private or personal contact or other information about any individual or organization. We encourage you to use comments to engage with other users, share your perspective and ask questions of authors and each other. By doing so, you and %USER_NAME% will not be able to see Actual after-tax returns depend on the investor's tax situation and may differ from those shown. Read the prospectus carefully before investing. To reach a different BlackRock site directly, please update your user type. Dr. Shen is an adjunct professor at NYU teaching a MBA class on international investment. If you are unsure about the meaning of any information provided, please consult your financial or other professional adviser. With the exception of BlackRock Index Services, LLC, who is an affiliate, BlackRock Investments, LLC is not affiliated with the companies listed above. Persons, and in compliance with all applicable laws and regulations of the relevant jurisdiction in which such materials will be distributed. Benchmark Overall Morningstar Rating Morningstar Return Morningstar Risk Russell 2000 TR USD QQQ Average Average Out of 578 Small Blend investments. Oleh itu ia mungkin mengambil masa sebelum ia terpapar di laman web kami. An investment in SMMD can be used to complement large-cap holdings and increase diversification. For the exposure to companies that generate any revenue from thermal coal or oil sands (at a 0% revenue threshold), as defined by MSCI ESG Research, it is as follows: Thermal Coal 0.24% and for Oil Sands 0.00%. 2007-2023 Fusion Media Limited. Trading on margin increases the financial risks. Certain information contained herein (the Information) has been provided by MSCI ESG Research LLC, a RIA under the Investment Advisers Act of 1940, and may include data from its affiliates (including MSCI Inc. and its subsidiaries (MSCI)), or third party suppliers (each an Information Provider), and it may not be reproduced or redisseminated in whole or in part without prior written permission. 2007-2023 Fusion Media Limited. Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each companys specific business involvement. Are you sure you want to delete this chart? Investment Funds for Employee Benefit Trusts (the "Plan Document"), which sets forth BTC's powers . Share this fund with your financial planner to find out how it can fit in your portfolio. 2023 BlackRock, Inc. All rights reserved. Our Blackrock Russell 2000 Alpha Tilts Fund A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation. BlackRock Emerging Markets Alpha Tilts Fund NAV as of Feb 24, 2023 USD 9.81 52 WK: 8.43 - 11.54 1 Day NAV Change as of Feb 24, 2023 -0.19 (-1.94%) Overview Performance Key Facts Managers Holdings Literature Important Information: Capital at Risk. 2023 BlackRock, Inc. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, FACTORSELECT, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are trademarks of BlackRock, Inc., or its subsidiaries in the United States and elsewhere. There is not a universally accepted way to calculate an ITR. By doing so, you and %USER_NAME% will not be able to see Avoid profanity, slander or personal attacks. All data is from MSCI ESG Fund Ratings as of Jan 06, 2023, based on holdings as of Nov 30, 2022. Tenth Floor The figures shown relate to past performance. 1re chane info de Paris et le-de-France Info, trafic, mto, culture, loisirs, sorties: une info rapide, fiable et complte sur Paris et l'le-de-France After-tax returns are calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. We appreciate passion and conviction, but we also strongly believe in giving everyone a chance to air their point of view. 2019 BlackRock, Inc. All rights reserved. It is your responsibility to be aware of the applicable laws and regulations of your country of residence. Morningstar Rating: Total Assets: 3.17B. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. None of these companies make any representation regarding the advisability of investing in the Funds. Persons. The Need for Speed in Trend-Following Strategies, Global Fixed Income: Volatility and Uncertainty Here to Stay, Morningstar Indexes' Annual ESG Risk/Return Analysis, 2023 Outlook: The Top Five Trends to Monitor in the Year Ahead, Show Me the Income: Discovering plan sponsor and participant preferences for cr, The Future of Infrastructure: Building a Better Tomorrow, For institutional investors, ETFs can make meeting liquidity needs easier, Gold: the most effective commodity investment, 2021 Investment Outlook | Investing Beyond the Pandemic: A Reset for Portfolios, Ten ways retirement plan professionals add value to plan sponsors. Anda boleh menambah MF 0P0000Z6UE kepada portfolio dan senarai lihat anda untuk menjejak prestasi dana dan komen pengguna. Since youve just unblocked this person, you must wait 48 hours before renewing the block. We scan documents using 300 DPI (dots per inch) in accordance with Florida Administrative Code 1B-26. Performance chart data not available for display. Please note that all comments are pending until approved by our moderators. It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being. Investing involves risk, including possible loss of principal. Elakkan perkataan kotor, fitnah atau ancaman peribadi yang ditujukan kepada penulis atau pengguna lain. Oleh itu, di samping interaksi beradab, kami berharap pemberi komen memberikan pandangan mereka dengan ringkas dan berhemah, tapi tidak terlalu kerap mengulanginya sehinggakan orang lain berasa tersinggung. Even negative opinions can be framed positively and diplomatically. %USER_NAME% was successfully added to your Block List. Choose your news we will deliver. Investing involves risk, including possible loss of principal. Free commission offer applies to online purchases of select iShares ETFs in a Fidelity account. Learn how you can add them to your portfolio. 12.7800 USD. The Russell 2000 ETF is one of the most widely traded on the market, with a 30-day average daily trading volume of 26.6 . Share Class and Benchmark performance displayed in USD, hedged Share Class Benchmark performance is displayed in USD. The screening applied by the fund's index provider may include revenue thresholds set by the index provider. BlackRock business involvement exposures as shown above for Thermal Coal and Oil Sands are calculated and reported for companies that generate more than 5% of revenue from thermal coal or oil sands as defined by MSCI ESG Research. Today's 58,000+ jobs in Paris, le-de-France, France. addresses (including links to groups) will also be removed; self-promotional material or business-related solicitations or PR (ie, contact me for signals/advice etc. It may therefore take some time before it appears on our website. BlackRock Russell 2000 Alpha Tilts Fund F, TIAA-CREF Quant Small/Mid-Cap Equity Fund Retirement Class, T. Rowe Price U.S. Small-Cap Value Equity Trust - Z, TIAA-CREF Quant Small/Mid-Cap Equity Fund Retail Class, Vanguard Explorer Value Fund Investor Shares, Registration on or use of this site constitutes acceptance of our. BlackRock shall have no liability for any loss or damage arising out of the use or reliance on the information provided including without limitation, any loss of profit or any other damage, direct or consequential. The plan removed the CRM Small/Mid Cap U.S. Equity strategy, a separately managed account managed by Cramer Rosenthal McGlynn, and the Pzena International Value All Country (ex.-U.S.) CIT during 2021. any of each other's Investing.com's posts. Sertakan tanda dan huruf besar dan kecil. The Fund manager includes ESG considerations in the research and decision phases of the investment process. If you are uncertain as to whether you can be classified as an institutional, professional or qualified investor under the applicable rules of your jurisdiction of residence, then you should seek independent advice. Daftar untuk membuat makluman bagi Instrumen, Terima kasih atas komen anda. CDN ACWI Alpha Tilts Fund; CDN LifePath 2055 Index Fund; . Leverage your professional network, and get hired. To be included in MSCI ESG Fund Ratings, 65% of the funds gross weight must come from securities with ESG coverage by MSCI ESG Research (certain cash positions and other asset types deemed not relevant for ESG analysis by MSCI are removed prior to calculating a funds gross weight; the absolute values of short positions are included but treated as uncovered), the funds holdings date must be less than one year old, and the fund must have at least ten securities. The return of your investment may increase or decrease as a result of currency fluctuations if your investment is made in a currency other than that used in the past performance calculation. The Russell 2000 Alpha Tilts Fund (the Fund) seeks investment results that approximate the capitalization weighted total rate of return of the Benchmark listed herein. The comparison also shows the plan removed two investment options during 2021. Discuss with your financial planner today. This and other information can be found in the Funds' prospectuses or, if available, the summary prospectuses which may be obtained by visiting the, TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD. He is responsible for SAE's Emerging Market Equity Strategies. Data sejarah Blackrock Russell 2000 Alpha Tilts Fund A, untuk data masa sebenar sila cuba carian lain 0.022 0.000 0.00% 04/02 - Data Tertunda. Certain sectors and markets perform exceptionally well based on current market conditions and iShares and BlackRock Funds can benefit from that performance. Russell 2500 Alpha Tilts Fund T (LEI# 549300KW98NDORTA5418) is a legal entity registered with Business Entity Data B.V.. At BGI, he was the Head of Investment for Asia Pacific and Emerging Market active equities. The funds management company will ensure appropriate procedures are in place to minimise contagion risk to other share class. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website. Status anda akan disemak oleh moderator kami. More markets insights, more alerts, more ways to customise assets watchlists only on the App. Tambah kepada/Keluarkan daripada Portfolio, Blackrock Russell 2000 Alpha Tilts Fund A. Dapatkan maklumat asas mengenai dana amanah Blackrock Russell 2000 Alpha Tilts Fund A (ISIN: ) seperti jumlah aset, penarafan risiko, pelaburan Min., permodalan pasaran dan kategori. As a result of money laundering regulations, additional documentation for identification purposes may be required when investing in a fund referred to on this website. MSCI has established an information barrier between equity index research and certain Information. Therefore, in addition to civil interaction, we expect commenters to offer their opinions succinctly and thoughtfully, but not so repeatedly that others are annoyed or offended. Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the funds assets under management or other measures. Review the MSCI methodologies behind Sustainability Characteristics using the links below. Learn what the metric means, how it is calculated, and about the assumptions and limitations for this forward-looking climate-related metric. Blackrock Russell 2000 Alpha Tilts Fund A ( 0P0000Z6UE) 0P0000Z6UE . All currency hedged share classes of this fund use derivatives to hedge currency risk. Futures Emas lebih tinggi semasa sesi Eropah, Futures Emas lebih tinggi dalam dagangan Asia, SG FTSE MIB Gross TR 5x Daily Short Strategy RT 18, Vontobel 7X Long Fixed Lever on Natural Gas 8.06, Dana Ekuiti Teratas mengkut BlackRock Inc, Dana Teratas bagi kategori Small Blend category, Suruhanjaya Sekuriti dan Bursa Cyprus (Cyprus), Suruhanjaya Sekuriti dan Pelaburan Australia (Australia), Suruhanjaya Perkhidmatan Kewangan Antarabangsa (Belize), Suruhanjaya Sekuriti dan Bursa Cyprus (Cyprus), Suruhanjaya Sekuriti dan Pelaburan Australia (Australia), Suruhanjaya Perkhidmatan Kewangan (Mauritius), Penguatkuasa Perkhidmatan Kewangan Malta (Malta), Penguatkuasa Perkhidmatan Kewangan Dubai (Emiriah Arab Bersatu ), Penguatkuasa Seliaan Pasaran Kewangan (Switzerland), Suruhanjaya Sekuriti dan Hadapan (Hong Kong), Suruhanjaya Sekuriti dan Bursa Cyprus (Cyprus), Bank Nasional Republik Belarus (Belarus), Penguatkuasa Tata Laku Kewangan (United Kingdom), Suruhanjaya Sekuriti dan Pelaburan Australia (Australia), Suruhanjaya Sekuriti dan Bursa Cyprus (Cyprus), Penguatkuasa Tata Laku Kewangan (United Kingdom), Suruhanjaya Sekuriti dan Pelaburan Australia (Australia), Penguatkuasa Seliaan Industri Kewangan (Amerika Syarikat), Untuk menggunakan ciri ini, pastikan anda mendaftar masuk ke akaun anda, Pastikan anda mendaftar masuk dengan profil pengguna yang sama. Zrich, 01.Mrz.2023 09:00Die folgenden Top ETFs haben im Monat Februar 2023 an der Schweizer Brse SIX die beste Performance erreicht.NameValorEm. Download the App. GlaxoSmithKline LLC, Philadelphia, added three new investment options to the lineup of its 401(k) plan. It is your responsibility to be aware of and to observe all applicable laws and regulations of any relevant jurisdiction. Sila tunggu seminit sebelum anda cuba untuk komen lagi. The Information may not be used to create any derivative works, or in connection with, nor does it constitute, an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. Add To Watchlist. Amounts are rounded to the nearest basis point, which in some cases may be "0.00". As of Dec. 31, the GSK 401(k) Plan had $9.1 billion in assets, according to the new 11-K filing. Performance data is not currently available. Get information about the top portfolio holding of the Blackrock Russell 2000 Alpha Tilts Fund A (0P0000Z6UE) fund - including stock holdings, annual turnover, top 10 holdings, sector and asset allocation. BlackRock Russell 2500 Index M Fund 26.45 0.06 0.22% 02/27/2023 12:00 AM NAV Add to watchlist NAV 26.4485 Nav 02/10/2023 Last Update Ratings Morningstar Rating Sustainability Rating Key Data. Neither FTSE nor NAREIT makes any warranty regarding the FTSE EPRA/NAREIT Developed Real Estate ex-U.S. Index, FTSE EPRA/NAREIT Developed Europe Index or FTSE EPRA/NAREIT Global REIT Index; all rights vest in FTSE, NAREIT and EPRA.FTSE is a trademark of London Stock Exchange Group companies and is used by FTSE under license. Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. Matawang dalam USD ( Penolak Tuntutan ) Jenis:. investment, market cap and category. MSCI Ratings are currently unavailable for this fund. Prior to joining BGI, he began his career in 1997 with JP Morgan where he held numerous positions in global macro investment and asset allocation research in both New York and London. Suite 3200 These screens are described in more detail in the funds prospectus, other fund documents, and the relevant index methodology document. Hormati yang lain. The ITR metric is not a real time estimate and may change over time, therefore it is prone to variance and may not always reflect a current estimate. On Friday, the 2500 ETF rose 1.4%, while the Russell 2000 ETF ended up 0.2%. Since 1999, we've been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals. Achieving such exceptional returns involves the risk of volatility and investors should not expect that such results will be repeated. Are you sure you want to block %USER_NAME%? Performance data is not currently available. Index performance returns do not reflect any management fees, transaction costs or expenses. Currency in USD ( Disclaimer ) Type: Fund. This investment is not a mutual fund. For newly launched funds, Sustainability Characteristics are typically available 6 months after launch. Source: BlackRock. Where data is not available, and / or if data changes, the estimation methods vary, particularly those related to a companys future emissions. Di samping itu, kami menyediakan berita, alat analisis, carta interaktif dan artikel analisis untuk anda. At present, availability of input data varies across asset classes and markets. Keupayaan anda untuk komen kini digantung kerana laporan negatif pengguna. Why? For standardized performance, please see the Performance section above. At the bottom of the table you'll find the data summary for the selected range of dates. Asset Class: Equity. He is responsible for Asia Pacific and Emerging Market Active Equity Strategies. 685 Third Avenue ), and/or any other comment that contains personal contact specifcs or advertising will be removed as well. Sustainability Characteristics do not provide an indication of current or future performance nor do they represent the potential risk and reward profile of a fund. Managing Director, Co-CIO of Active Equity and Co-Head of Systematic Active Equity, Managing Director, Systematic Active Equity (SAE). Business Involvement metrics are calculated by BlackRock using data from MSCI ESG Research which provides a profile of each companys specific business involvement. It must not be reproduced, copied or redistributed in whole, or in part. Avoid profanity, slander or personal attacks. Please wait a minute before you try to comment again. iShares funds are available through online brokerage firms.All iShares ETFs trade commission free online through Fidelity. I consult or invest on behalf of a financial institution. Pandangan negatif sekalipun boleh diutarakan dengan positif dan secara diplomatik. 04/02 - Delayed Data. Kami menggalakkan anda agar menggunakan komen untuk berhubung dengan pengguna, berkongsi pandangan dan bertanya soalan tentang penulis dan satu sama lain. Suite 2500 Toronto, Ontario M5J 2S1: Telephone: 416 643-2901 : Principal Regulator: Non-Reporting Issuer : . Since youve just unblocked this person, you must wait 48 hours before renewing the block. Search the entire Polk County Public Records database for final judgments, land records, court records, and other public documents recorded since January 1, 1957. The passive domestic smidcap equity CIT managed by BlackRock, active international equity fund managed by Capital Group and active domestic large-cap growth equity fund managed by T. Rowe Price Group had $446 million, $58 million and $43 million, respectively, in assets in the plan as of Dec. 31, according to the new 11-K filing. Please wait a minute before you try to comment again. As a result, it is possible there is additional involvement in these covered activities where MSCI does not have coverage. Allocations are subject to change. Alongside other metrics and information, these enable investors to evaluate funds on certain environmental, social and governance characteristics. The amounts shown above are as of the current prospectus, but may not include extraordinary expenses incurred by the Fund over the past fiscal year. For iShares ETFs, Fidelity receives compensation from the ETF sponsor and/or its affiliates in connection with an exclusive long-term marketing program that includes promotion of iShares ETFs and inclusion of iShares funds in certain Fidelity Brokerage Services platforms and investment programs. Review the MSCI methodology behind the Sustainability Characteristics and Business Involvement metrics: 1ESG Ratings; 2Index Carbon Footprint Metrics; 3Business Involvement Screening Research; 4ESG Screened Index Methodology; 5ESG Controversies; 6MSCI Implied Temperature Rise. : Spam and/or promotional messages and comments containing links will be removed. Before you proceed, please take a moment to review and accept the following Terms and Conditions. - Russell 2500 Index Fund M | Fidelity Investments Russell 2500 Index Fund M Monthly Fact Sheet (PDF) Information on this investment option was provided by your plan sponsor, plan trustee, investment manager, trustee or third party data provider. Actual after-tax returns depend on the investor's tax situation and may differ from those shown. Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers. For more information regarding the fund's investment strategy, please see the fund's prospectus. Jika kami menerima aduan tentang individu yang memonopoli forum, kami berhak untuk menghalang mereka daripada laman ini, tanpa pampasan. Dengan berbuat demikian, anda dan %USER_NAME% tidak akan dapat melihat post satu sama lain. Include punctuation and upper and lower cases. Thanks for your comment. Neither FTSE, EPRA, LSEG, nor NAREIT makes any warranty regarding the FTSE EPRA Nareit Developed ex-U.S. Index, FTSE EPRA Nareit Developed Green Target Index or FTSE EPRA Nareit Global REITs Index. . The returns shown do not represent the returns you would receive if you traded shares at other times. None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. 1. BlackRock Russell 2000 Alpha Tilts Fund F Fund 18.22 -0.19 -1.05% 02/24/2023 12:00 AM NAV Add to watchlist NAV 18.218 Nav 02/10/2023 Last Update Ratings Morningstar Rating Sustainability. An investment's overall Morningstar Rating, based on its risk-adjusted return, is a weighted average of its applicable 3-, 5-, and 10-year Ratings. Search / Go These reviews include discussion of the portfolios exposure to material ESG risks, as well as exposure to sustainability-related business involvements, climate-related metrics, and other factors. Persons within the meaning of Regulation S under the U.S. Securities Act of 1933, as amended (the Securities Act). Hanya nyatakan perkara yang relevan kepada topik yang dibincangkan. After-tax returns are calculated using the historical highest individual federal marginal income tax rates and do not reflect the impact of state and local taxes. However, in order to maintain the high level of discourse weve all come to value and expect, please keep the following criteria in mind: Stay focused and on track. The Fund shall be invested and reinvested in a portfolio of equity securities with the objective of approximating as closely as practicable the capitalization weighted total return of the segment of the U.S. market for publicly traded equity securities represented by the Benchmark listed herein.
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