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YCharts Category Benchmarks

YCharts Category YCharts Benchmark Lipper Peer Group
US Large Cap Growth Russell 1000 Growth Total Return Large-Cap Growth Funds
US Large Cap Value Russell 1000 Value Total Return Large-Cap Value Funds
US Large Cap Blend S&P 500 Total Return Large-Cap Blend Funds
US Mid-Cap Growth Russell Midcap Growth Total Return Mid-Cap Growth Funds
US Mid-Cap Value Russell Midcap Value Total Return Mid-Cap Value Funds
US Mid-Cap Core Russell Midcap Total Return Mid-Cap Core Funds
US Small-Cap Growth Russell 2000 Growth Total Return Small-Cap Growth Funds
US Small-Cap Value Russell 2000 Value Total Return Small-Cap Value Funds
US Small-Cap Core Russell 2000 Total Return Small-Cap Core Funds
US Multi-Cap Growth Russell 1000 Growth Total Return Multi-Cap Growth Funds
US Multi-Cap Value Russell 1000 Value Total Return Multi-Cap Value Funds
US Multi-Cap Core S&P 500 Total Return Multi-Cap Core Funds
Global Large-Cap Growth MSCI ACWI Net Total Return Global Large-Cap Growth
Global Large-Cap Value MSCI ACWI Net Total Return Global Large-Cap Value
Global Large-Cap Core MSCI ACWI Net Total Return Global Large-Cap Core
Global Multi-Cap Growth MSCI ACWI Net Total Return Global Multi-Cap Growth
Global Multi-Cap Value MSCI ACWI Net Total Return Global Multi-Cap Value
Global Multi-Cap Core MSCI ACWI Net Total Return Global Multi-Cap Core
Global Small/Mid-Cap Funds MSCI ACWI SMID Cap Net Total Return Global Small/Mid-Cap Funds
International Large-Cap Growth MSCI ACWI Ex USA Net Total Return International Large-Cap Growth
International Large-Cap Value MSCI ACWI Ex USA Net Total Return International Large-Cap Value
International Large-Cap Core MSCI ACWI Ex USA Net Total Return International Large-Cap Core
International Multi-Cap Growth MSCI ACWI Ex USA Net Total Return International Multi-Cap Growth
International Multi-Cap Value MSCI ACWI Ex USA Net Total Return International Multi-Cap Value
International Multi-Cap Core MSCI ACWI Ex USA Net Total Return International Multi-Cap Core
International Small/Mid-Cap Growth MSCI ACWI Ex USA Small Cap Net Total Return International Small/Mid-Cap Growth
International Small/Mid-Cap Value MSCI ACWI Ex USA Small Cap Net Total Return International Small/Mid-Cap Value
International Small/Mid-Cap Core MSCI ACWI Ex USA Small Cap Net Total Return International Small/Mid-Cap Core
US Aggregate Bond Bloomberg US Aggregate Bond USD*
Bond USD Medium Term*
US Short Term Bond Bloomberg US Government/Credit 1-3 Year Bond USD Short Term*
US Corporate Bond Bloomberg US Corporate Bond USD Corporates*
US Government Bond Bloomberg US Treasury Bond USD Government*
US Short Term Government Bond Bloomberg US Government/Credit 1-3 Year Bond USD Government Short Term*
US High Yield Bond Bloomberg US Corporate High Yield Bond USD High Yield*
US Inflation Linked Bond Bloomberg US TIPS (Series-L) Bond USD Inflation Linked*
US Mortgage Backed Bond Bloomberg US Mortgage Backed Securities Bond USD Mortgages*
US Money Market Bloomberg US Treasury Bills 1-3 Month Bond USD Tax Exempt Money Market*
US Aggregate Municipal Bond Bloomberg Municipal Bond Bond USD Municipal*
Bond USD Municipal MT*
US Short Term Municipal Bond Bloomberg Municipal Bond Short 1-5 Year Bond USD Municipal ST*
US High Yield Municipal Bond Bloomberg Municipal Bond High Yield Bond USD Municipal High Yield*
US Long/Short Equity Lipper Global Alternative Long/Short Equity US Alternative Long/Short Equity US*
Africa Equity MSCI South Africa Equity Morocco*
Equity South Africa*
Equity Egypt*
Alternatives Private Equity Index Total Return Liquid Alternatives**
Alternative Equity**
Absolute Return**
Hedge Funds**
Loan Participation Funds**
Australia Equity MSCI Australia Equity Australia*
Equity Australia Sm&Mid Cap*
Canada Bond Bloomberg Global Aggregate CAD Bond CAD*
Bond CAD High Yield*
Bond CAD Inflation Linked*
Bond CAD Short Term*
Canada Equity MSCI Canada Equity Canada*
Equity Canada Income*
Canada Mid/Small Cap Equity S&P/TSX SmallCap Index Equity Canada Sm&Mid Cap*
China Equity MSCI China Equity China*
Equity China Small & Mid Cap*
Equity Greater China*
Equity Hong Kong*
Equity Taiwan*
Equity Taiwan Sm&Mid Cap*
Commodities MSCI China Commodity Agriculture*
Commodity Blended*
Commodity Energy*
Commodity Industrial Metals*
Commodity Precious Metals*
Commodity Other*
Communications Equity S&P 1500 Communication Services (Sector) Equity Sector Communication Services*
Consumer Staples Equity S&P 1500 Consumer Staples (Sector) Equity Sector Consumer Staples*
Consumer Discretionary Equity S&P 1500 Consumer Discretionary (Sector) Equity Sector Consumer Discretionary*
Emerging Markets Equity MSCI Emerging Markets Equity Emerging Markets**
Emerging Markets Bond Bloomberg EM USD Aggregate Bond Emerging Markets**
Emerging Markets Europe MSCI Emerging Markets Europe Equity Poland*
Equity Poland Small and Mid-Cap*
Equity Portugal*
Equity Emerging Mkts Europe*
Energy Equity S&P 1500 Energy (Sector) Equity Sector Energy*
Europe Large Cap MSCI Europe Equity Europe**
Europe Mid/Small Cap Equity MSCI Europe Equity Europe Sm&Mid Cap*
Equity EuroZone Sm&Mid Cap*
Financials Equity S&P 1500 Financials (Sector) Equity Sector Financials*
Global Equity MSCI World Equity Global**
Global Equity Mid/Small Cap MSCI ACWI Mid Cap Equity Global Sm&Mid Cap**
Global Fixed Income Bloomberg Global Aggregate Bond Global**
Healthcare Equity S&P 1500 Health Care (Sector) Equity Sector Healthcare*
High Yield Bond Bloomberg US Corporate High Yield Bond High Yield**
India Equity MSCI India Equity India*
Equity India Small and Mid-Cap*
Industrials Equity S&P 1500 Industrials (Sector) Equity Sector Industrials*
Japan Equity MSCI Japan Equity Japan*
Equity Japan Small and Mid-Cap*
Equity Japan Income
Korea Equity MSCI Korea Equity Korea*
Equity Korea Small and Mid-Cap*
Latin America Equity MSCI Emerging Markets Latin America Equity Emerging Mkts Latin Am*
Metals Equity MSCI World Metals & Mining Equity Sector Gold&Prec Metals*
Mexico Equity MSCI Mexico Equity Mexico*
Money Market Bloomberg US Treasury Bills 1-3 Month Money Market LC**
Money Market HC**
Money Market Other**
Real Estate Equity S&P 1500 Real Estate (Sector) Real Estate US**
Equity Real Estate**
Real Estate Asia Pacific**
Real Estate Europe**
Real Estate Global**
Real Estate Other**
Target Allocation S&P Target Risk Moderate Index Mixed Asset HC Aggressive**
Mixed Asset HC Balanced**
Mixed Asset HC Conservative**
Mixed Asset HC Flexible**
Mixed Asset LC Aggressive**
Mixed Asset LC Balanced**
Mixed Asset LC Conservative**
Mixed Asset LC Flexible**
Mixed Asset Other**
Target Date S&P 500 Target Maturity**
Technology Equity S&P 1500 Information Technology (Sector) Equity Sector Information Tech*
Thailand Equity MSCI Thailand Equity Thailand*
Equity Thailand Income*
UK Equity MSCI United Kingdom Equity UK*
Equity UK Diversified*
Equity UK Income*
Equity UK Sm&Mid Cap
Utilities Equity S&P 500 Utilities (Sector) Equity Sector Utilities*
Other S&P 500 Equity Other**
Equity Theme**
Other**

* Lipper Global Classification Sector Name
** Lipper Global Macro Name