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WISDOMTREE INTERNATIONAL BASIC MATERIALS SECTOR FUND (DBN)
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree International Basic Materials Sector Index.
The fund uses a representative sampling strategy. The index measures the performance of basic materials companies in developed markets outside of the U.S. that pay regular cash dividends on shares of common stock. Companies are weighted in the index based on regular cash dividends paid. It is comprised of chemicals, forest products and paper, iron/steel and mining companies. The fund is nondiversified.
WISDOMTREE INTERNATIONAL HEALTH CARE SECTOR FUND (DBR)
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree International Health Care Sector Index.
The fund uses a representative sampling strategy. The index measures the performance of healthcare companies in developed markets outside of the U.S. that pay regular cash dividends on shares of common stock. Companies are weighted in the index based on regular cash dividends paid. It is comprised of healthcare products, healthcare services, pharmaceuticals and biotechnology companies. The fund is nondiversified.
WISDOMTREE INTERNATIONAL TECHNOLOGY SECTOR FUND (DBT)
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree International Technology Sector Index.
The fund uses a representative sampling strategy. The index measures the performance of technology companies in developed markets outside of the U.S. that pay regular cash dividends on shares of common stock. Companies are weighted in the index based on regular cash dividends paid. It is comprised of computers, office and business equipment, semiconductors and software companies. The fund is nondiversified.
WISDOMTREE INTERNATIONAL UTILITIES SECTOR FUND (DBU)
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree International Utilities Sector Index.
The fund uses a representative sampling strategy. The index measures the performance of utilities companies in developed markets outside of the U.S. that pay regular cash dividends on shares of common stock. Companies are weighted in the index based on regular cash dividends paid. It is comprised of gas, electric and water companies. The fund is nondiversified.
DIAMONDS TRUST SERIES I (DIA)
The investment seeks to provide investment results that, before expenses, generally correspond to the price and yield performance of the Dow Jones Industrial Average (DJIA). The Trust holds the Portfolio and cash, and is not actively "managed" by traditional methods. To maintain the correspondence between the composition and weightings of stocks held by the Trust and component stocks of the DJIA, the Trustee adjusts the portfolio from time to time to conform to periodic changes in the identity and/or relative weightings of index securities, typically within three business days before or after the day on which such changes are scheduled to take effect.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree International Real Estate Sector index.
The index measures the performance of companies in developed markets outside of the U.S. and Canada that pay regular cash dividends on shares of common stock classified as being part of the international real estate sector. The fund is nondiversified.
The investment seeks to replicate as closely as possible, before expenses, the performance of the Dow Jones Wilshire Large Cap index.
The fund uses a passive management strategy designed to track the total return performance of the float-adjusted Large Cap index. It utilizes "sampling" methodology in seeking its objective. The fund is nondiversified.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Earnings 500 index.
The fund invests at least 95% of assets in securities that comprise the index. The index is a fundamentally weighted index that measures the performance of earnings-generated companies within the large-capitalization segment of the U.S. Stock Market. It consists of the 500 largest companies ranked by market capitalization in the WisdomTree Earnings Index. The fund is nondiversified.
The investment seeks to track the price and yield performance, before fees and expenses, of the WisdomTree Earnings index.
The fund invests at least 95% of assets in securities that comprise the index. The index is a fundamentally weighted index that measures the performance of earnings-generating companies within the broad U.S. stock market. Companies in the index are incorporated and listed in the U.S. and have generated positive cumulative earnings over their most recent four fiscal quarters. The fund is nondiversified.
FIRST TRUST DB STRATEGIC VALUE INDEX FUND (FDV)
The investment seeks results that correspond generally to the price and yield, before fees and expenses of the Deutsche Bank CROCI US+ index.
The fund normally invests at least 90% of total assets in common stocks that comprise the index. The index identifies companies that may be undervalued based up their economic price/earnings ratios. It is an equal dollar weighted index which is intended to reflect the total return performance of the 40 stocks in the selection pool with the lowest positive CROCI Economic Price Earnings Ratios. The fund is nondiversified.
FIRST TRUST EXCHANGE-TRADED FUND (FEX)
The investment seeks to replicate, net of expenses, the Defined Large Cap Core index.
The fund invests at least 90% of assets in common stocks that comprise the index. The index is a modified equal-dollar weighted index designed to objectively identify and select stocks from the S&P 500 index that may generate positive alpha relative to traditional passive style indices through the use of the AlphaDEX(TM) screening methodology. It is nondiversified.
FIRST TRUST VALUE LINE EQUITY ALLOCATION INDEX(SM)FUND (FVI)
First Trust/Value Line(R) & Ibbotson Equity Allocation Fund operates as a diversified, closed-end management investment company. It invests in common stocks of various companies. The fund's investment portfolio includes investments in energy, insurance, household durables, healthcare, information technology, and industrial goods sectors. First Trust Advisors L.P. serves as the investment advisor of the fund. First Trust/Value Line(R) & Ibbotson Equity Allocation Fund was formed in 2004 and is based in Lisle, Illinois.
FIRST TRUST EXCHANGE-TRADED FUND (FXG)
The investment seeks to replicate, net of expenses, the StrataQuant Consumer Staples index.
The fund invests at least 90% of assets in common stocks that comprise the index. The index is a modified equal-dollar weighted index selects stocks from the Russell 1000 index that may generate positive alpha relative to traditional passive style indices through the use of the AlphaDEX(TM) screening methodology. It is nondiversified.
STREETTRACKS INDEX SHARES FUNDS (GII)
The investment seeks to track the price and yield performance, before fees and expenses, of the Macquarie Global Infrastructure 100 Index.
The fund will invest at least 90% of assets in securities, such as ADRs and GDRs, which comprise the index. The index measures the performance of companies within the infrastructure industry, principally those engaged in management, ownership and operation of infrastructure and utility assets. The fund is nondiversified.
ISHARES DOW JONES U.S. OIL & GAS EXPLORATION & PRODUCTION INDEX FUN (IEO)
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Dow Jones U.S. Select Oil Exploration & Production index.
The index measures the performance of the oil exploration and production sub-sector of the U.S. equity market. It includes companies that are engaged in the exploration for and extraction, production, refining, and supply of oil and gas products. The fund uses a representative sampling strategy to try to track the Index. It is nondiversified.
ISHARES S&P NORTH AMERICAN NATURAL RESOURCES SECTOR INDEX FUN (IGE)
The investment seeks investment results that correspond generally to the price and yield performance of the Goldman Sachs Natural Resources Sector Index. The Index has been developed by Goldman Sachs as an equity benchmark for U.S.-traded natural resource-related stocks. The Index includes companies in the following categories: extractive industries, energy companies, owners of timber tracts, forestry services, producers of pulp and paper, and owners of plantations. The fund uses a representative sampling strategy to try to track the Index. This fund is nondiversified.
ISHARES S&P GLOBAL INFRASTRUCTURE INDEX FUN (IGF)
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P Global Infrastructure index.
The fund invests at least 90% of assets in the securities of its Underlying index or in ADRs, or other depositary receipts representing securities in the Underlying index. It may invest in securities not included in its Underlying index which BGFA believes help the fund track its Underlying index. The fund may invest in futures contracts, options on futures contracts, options, and swaps related to its Underlying index. It is nondiversified.
ISHARES S&P 1500 INDEX FUN (ISI)
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P 1500 Composite Index.
The fund invests at least 90% of assets in the securities of the underlying index or in American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs) or European Depositary Receipts (EDRs)(collectively Depositary Receipts) representing securities in the underlying index. It uses a representative sampling strategy to track the Index. The Index is comprised of the S&P 500, MidCap 400, and SmallCap 600 Indices, which together represent approximately 90% of the total U.S. equity market.
ISHARES S&P 500 INDEX FUN (IVV)
The investment seeks investment results that correspond closely to the performance, before fees and expenses, of the S&P 500 Index.
The fund invests at least 90% of assets in S&P 500 Index securities. It uses a passive indexing approach that does not judge the investment merits of particular securities through economic, financial or market analysis. The fund may hold up to 10% of non-S&P assets, including futures contracts, options, cash and cash equivalents.
ISHARES RUSSELL 1000 INDEX FUN (IWB)
The investment seeks investment results that correspond generally to the price and yield performance of the Russell 1000 Index.
The fund invests at least 90% of assets in the securities of the underlying index.The fund uses a representative sampling strategy in order to track the Russell 1000 Index, which measures the performance of the large-capitalization sector of the US equity market. It invests in the largest 1000 capitalization-weighted companies in the Russell 3000 Index.
ISHARES RUSSELL 3000 INDEX FUN (IWV)
The investment seeks investment results that correspond generally to the price and yield performance of the Russell 3000 Index.
The fund invests at least 90% of assets in the securities of the underlying index.The fund uses a replication strategy in order to track the Russell 3000 Index, which measures the performance of the broad US equity market. It invests in the largest capitalization-weighted public companies domiciled in the US and its territories.
ISHARES DOW JONES U.S. CONSUMER GOODS SECTOR INDEX FUN (IYK)
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Dow Jones U.S. Consumer Goods Sector Index. The Index includes companies in the following sectors: automobiles and parts, beverages, food producers, household goods, leisure goods, personal goods and tobacco.
ISHARES DOW JONES U.S. INDEX FUN (IYY)
The investment seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Total Market Index. The Index is comprised of all of the companies in the Dow Jones Large-Cap Index, Dow Jones Mid-Cap Index and Dow Jones Small-Cap Index. The Index represents approximately 95% of the market capitalization of all listed U.S. equity securities.
ISHARES MORNINGSTAR LARGE CORE INDEX FUN (JKD)
The investment seeks investment results that track the Morningstar Large Core Index.
The fund uses a Representative Sampling strategy to track the index. The index measures the performance of those companies in the large-capitalization sector, defined as those companies that form the largest 70% of the market capitalization of the US equity market that Morningstar determines to have relatively low prices per share given anticipated earnings, book value, cash flow, sales and dividends.
ISHARES S&P GLOBAL UTILITIES SECTOR INDEX FUN (JXI)
The investment seeks results that correspond to the price and yield performance, before fees and expenses, of the S&P Global Utilities Sector Index.
The fund uses a representative sampling strategy in seeking to track the index. The index is comprised of approximately 70 companies. These companies include providers of electric, gas or water utilities, or companies that operate as independent producers and/or distributors of power. The fund is nondiversified.
ISHARES KLD SELECT SOCIAL INDEX FUN (KLD)
The investment seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the KLD Select Social Index.
The index is designed to maximize exposure to large capitalization companies that KLD determines have positive social and environmental characteristics, while maintaining risk and return characteristics similar to the Russell 1000 Index. The index consists of approximately 250 to 350 companies.
MERRILL LYNCH MARKET 2000+ HOLDRS (MKH)
The investment seeks growth.
The investment is designed to allow you to diversify your investments by holding the securities of companies that are traded on a US stock market, through a single, exchange-listed instrument representing your undivided beneficial ownership of the underlying securities. At the time of the initial offering, the investment consisted of the largest companies whose common stock or American depositary shares were traded on a US stock market, as measured by worldwide market cap on July 7, 2000. Except when a reconstitution event, distribution of securities or other event occurs, the underlying securities will not change.
ISHARES NYSE 100 INDEX FUN (NY)
The investment seeks investment result that correspond generally to the price and yield performance, before fees and expenses, of the NYSE 100 Index. The index measures the performance of the largest 100 U.S. companies based on market capitalization listed on the NYSE.
ISHARES NYSE COMPOSITE INDEX FUN (NYC)
The investment seeks investment result that correspond generally to the price and yield performance, before fees and expenses, of the NYSE Composite Index. The fund uses a representative sampling strategy to try to track the Index.
ISHARES S&P 100 INDEX FUN (OEF)
The investment seeks investment results that correspond generally to the price and yield performance of the Standard & Poor’s 100 Index.
The fund invests at least 90% of assets in the securities of the underlying index or in American Depositary Receipts (ADRs), Global Depositary Receipts (GDRs) or European Depositary Receipts (EDRs)(collectively Depositary Receipts) representing securities in the underlying index. The fund uses a replication strategy in order to track the S&P 100 Index, a subset of the S&P 500 consisting of blue chip stocks from diverse industries.The fund is nondiversified.
CLAYMORE EXCHANGE-TRADED FUND TRUST (OTP)
The investment seeks to track the price and yield performance, before fees and expenses, of the Ocean Tomo 300 Patent Index..
The fund will invest at least 90% of assets in common stocks and ADRs that comprise the index. The index consists of approximately 300 companies based on patent valuation and other criteria. The fund is nondiversified.
S&P 500 BUYWRITE PORTFOLIO (PBP)
No description available.
POWERSHARES EXCHANGE-TRADED FUND TRUST (PHJ)
The investment seeks results that correspond generally to the price and yield (before the fees and expenses) of an equity index called the High Growth Rate Dividend Achievers index.
The fund normally invests at least 80% of total assets in common stocks of companies that have increased their aggregate annual regular dividend payments consistently over the course of the last 10 or more fiscal years. It may invest at least 90% of its total assets in dividend paying common stocks that comprise the High Growth Rate Dividend Achievers index.
POWERSHARES EXCHANGE-TRADED FUND TRUST (PJF)
The investment seeks to track the price and yield performance, before fees and expenses, of the Dynamic Large Cap Intellidex Index.
The fund will invest at least 80% of assets in the common stocks of large capitalization companies. It will invest at least 90% of assets in the common stocks that comprise the index. The index consists of approximately 100 companies.
POWERSHARES EXCHANGE-TRADED FUND TRUST (PKW)
The investment seeks results that correspond generally to the price and yield (before the Fund's fees and expenses) of an equity index called the Mergent Buyback Achievers(TM) index.
The fund seeks to match the performance of the Buyback Achievers(TM) index. It normally invests at least 90% of total assets in common stocks that comprise the Buyback Achievers(TM) index. It is nondiversified.
MERRILL LYNCH PHARMACEUTICAL HOLDRS (PPH)
The investment seeks to diversify your investment in the pharmaceutical industry through a single, exchange-listed instrument representing your undivided beneficial ownership of the underlying securities.
The trust holds shares of common stock issued by specified companies that, when initially selected, were involved in the pharmaceutical industry. Except when a reconstitution event, distribution of securities by an underlying issuer or other event occurs, the group of companies will not change. There are currently 21 companies included in the Pharmaceutical HOLDRS.
POWERSHARES FTSE RAFI HEALTH CARE SECTOR PORTFOLIO (PRFH)
The investment seeks investment results that correspond generally to the price and yield of an equity index called the FTSE Research Affiliates Fundamentals Health Care Sector index.
The fund invests at least 80% of assets in common stocks of companies that produce basic materials and at least 90% of total assets in common stocks that comprise the FTSE Health Care Sector index. It is nondiversified.
POWERSHARES FTSE RAFI BASIC MATERIALS SECTOR PORTFOLIO (PRFM)
The investment seeks investment results that correspond generally to the price and yield of an equity index called the FTSE Research Affiliates Fundamentals Basic Materials Sector index.
The fund invests at least 80% of assets in common stocks of companies that produce basic materials and at least 90% of total assets in common stocks that comprise the FTSE Basic Materials Sector index. It is nondiversified.
POWERSHARES FTSE RAFI INDUSTRIALS SECTOR PORTFOLIO (PRFN)
The investment seeks investment results that correspond generally to the price and yield of an equity index called the FTSE Research Affiliates Fundamentals Basic Materials Sector index.
The fund invests at least 80% of assets in common stocks of companies that produce basic materials and at least 90% of total assets in common stocks that comprise the FTSE Industrials Sector index. It is nondiversified.
POWERSHARES FTSE RAFI TELECOM & TECH SECTOR PORTFOLIO (PRFQ)
The investment seeks investment results that correspond generally to the price and yield of an equity index called the FTSE Research Affiliates Fundamentals Telecommunications & Technology Sector index.
The fund invests at least 80% of assets in common stocks of companies that produce basic materials and at least 90% of total assets in common stocks that comprise the FTSE Telecommunications & Technology Sector index. It is nondiversified.
POWERSHARES FTSE RAFI CONSUMER SERVICES SECTOR PORTFOLIO (PRFS)
The investment seeks investment results that correspond generally to the price and yield of an equity index called the FTSE Research Affiliates Fundamentals Consumer Services Sector index.
The fund invests at least 80% of assets in common stocks of companies that produce basic materials and at least 90% of total assets in common stocks that comprise the FTSE Consumer Services Sector index. It is nondiversified.
FTSE RAFI INTERNATIONAL REAL ESTATE PORTFOLIO (PRY)
The investment seeks investment results that correspond (before fees and expenses) generally to the price and yield performance of the FTSE RAFI Real Estate Global ex US index (the"underlying index").
The fund normally invests at least 90% of total assets in stocks
that comprise the underlying index and American Depositary Receipts based on the stocks in the underlying index. It anticipates that the majority of its investments will be in the stocks that comprise the underlying index rather than in ADRs. The fund will normally invest at least 80% of total assets in real estate companies. It's nondiversified.
POWER SHARES XTF: DYNAMIC MARKET PORTFOLIO (PWC)
The investment seeks investment results that correspond generally to the price and yield (before the Fund's fee and expenses) of an equity index called the Dynamic Market Intellidex Index.
The Fund will normally invest at least 90% of its total assets in common stocks that comprise the Market Intellidex. It will generally invest in all stocks comprising the Market Intellidex in proportion to their weightings in the Market intellidex. The advisor will seek a correlation of .95 or better between the Fund's performance and the performance of the Market Intellidex.
The investment seeks to replicate, before fees and expenses, the performance of the S&P Equal Weight Consumer Staples Index.
The fund will use a replication strategy to track the index. The index consists of food and drug retailing, beverages, food products, tobacco, household products and personal product industries. The fund is nondiversified.
The investment seeks to replicate as closely as possible, before expenses, the performance of the S&P Equal Weight Index.
The fund will typically invest at least 90% of its assets in the securities of the S&P Equal Weight Index. It may also invest in options, futures contracts, options on futures contracts, and swaps related to its underlying index, as well as cash and cash equivalents.
MERRILL LYNCH RETAIL HOLDRS (RTH)
The investment seeks to diversify your investments in the retailing industry through a single, exchange-listed instrument representing your undivided beneficial ownership of the underlying securities.
The trust holds securities issued by specified companies that, when
initially selected, were in the retailing industry. Except when a
reconstitution event, distribution of securities by an underlying issuer or other event occurs, the group of companies will not change.
There are currently 20 companies included in the Retail HOLDRS.
MARKET VECTORS ETF TRUST (SLX)
The investment seeks to track the price and yield performance, before fees and expenses, of the AMEX Steel Index.
The fund will invest at least 80% of assets in common stocks and ADRs of companies involved in the steel industry. The index consists of approximately 39 companies. The fund is nondiversified.
SPDR TRUST SERIES I (SPY)
The investment seeks to correspond generally to the performance, before fees and expenses, of the S&P 500 Index.
SPDR Trust is an exchange-traded fund that holds all of the S&P 500 Index stocks. It is comprised of undivided ownership interests called SPDRs. The fund issues and redeems SPDRs only in multiples of 50,000 SPDRs in exchange for S&P 500 Index stocks and cash.
The investment seeks daily investment results, before fees and expenses, which correspond to twice the daily performance of the S&P 500 index.
The fund normally invests in equity securities and/or financial instruments (including derivatives) that have similar daily price return characteristics as twice the daily return of the S&P 500 index. It may invest 80% of assets in equity securities contained in the index and/or financial instrument. The fund is nondiversified.
FORTUNE 500 INDEX TRACKING STOCK (TMW)
StreetTRACKS DJ Wilshire Total Market ETF seeks to replicate as closely as possible, before expenses, the performance of the Dow Jones Wilshire 5000 Composite Index.
The fund uses a passive management strategy designed to track the total return performance of the float-adjusted Composite Index. The Fund utilizes "sampling" methodology in seeking its objective. The fund is nondiversified.
The investment seeks daily investment results, before fees and expenses, which correspond to twice the daily performance of the Dow Jones U.S. Consumer Goods index.
The fund normally invests in equity securities and/or financial instruments (including derivatives) that have similar daily price return characteristics as twice the daily return of the index. It may invest 80% of assets in equity securities contained in the index and/or financial instrument. The fund is nondiversified.
The investment seeks daily investment results, before fees and expenses, which correspond to twice the daily performance of the Dow Jones U.S. industrials index.
The fund normally invests in equity securities and/or financial instruments (including derivatives) that have similar daily price return characteristics as twice the daily return of the index. It may invest 80% of assets in equity securities contained in the index and/or financial instrument. The fund is nondiversified.
The investment seeks daily investment results, before fees and expenses, which correspond to twice the daily performance of the Dow Jones U.S. Basic Materials index.
The fund normally invests in equity securities and/or financial instruments (including derivatives) that have similar daily price return characteristics as twice the daily return of the index. It may invest 80% of assets in equity securities contained in the index and/or financial instrument. The fund is nondiversified.
VANGUARD MATERIALS ETF (VAW)
The investment seeks to track the performance of a benchmark index that measures the investment return of materials stocks.
The Fund employs a passive management investment approach designed to track the performance of the MSCI U.S. Investable Market Materials Index. This index consists of all capitalization of stocks within the materials sector. This sector is made up of companies in a wide range of commodity-related manufacturing industries. Included
within this sector are companies that manufacture chemicals, construction materials, glass, paper, forest products, metals, and minerals.
VANGUARD CONSUMER STAPLES ETF (VDC)
The investment seeks to track the performance of a benchmark index that measures the investment return of consumer staples stocks.
The Fund employs a passive management investment approach designed to track the performance of the MSCI U.S. Investable Market Consumer Staples Index. This index consists of stocks of large, medium-size, and small U.S. companies within the consumer
staples sector. It includes manufacturers and distributors of food, beverages, and tobacco, as well as producers of nondurable household goods and personal products.
VANGUARD ENERGY ETF (VDE)
The investment seeks to track the performance of the MSCI U.S. Investable Market Energy Index.
The fund employs an indexing investment approach to track the index, an index of stocks of U.S. companies within the energy sector, as classified under the Global Industry Classification Standard. The fund attempts to replicate the index by investing all, or substantially all, of its assets in the stocks that make up the index.
VANGUARD DIVIDEND APPRECIATION ETF (VIG)
The investment seeks to track the performance of the Mergent Dividend Achievers Select index.
The fund attempts to replicate the target index by investing all, or substantially all, of assets in the stocks that make up the index, holding each stock in approximately the same proportion as weighting in the index. The index measures the investment return of common stocks of companies that have a record of increasing dividends over time.
VANGUARD INDUSTRIALS ETF (VIS)
The investment seeks to track the performance of a benchmark index that measures the investment return of industrial stocks.
The fund employs an indexing approach to track the performance of the MSCI U.S. Investable Market Industrials Index. The fund attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index.
VANGUARD TELECOMMUNICATION SERVICES ETF (VOX)
The investment seeks to track the performance of the MSCI U.S. Investable Market Telecommunication Services Index.
The fund attempts to replicate the index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
VANGUARD TOTAL STOCK MARKET ETF (VTI)
The investment seeks to replicate the aggregate price and yield of the Morgan Stanley Capital International US Broad Market Index.
The fund employs a passive management strategy designed to track the performance of the MSCI US Broad Market Index, which consists of all the U.S. common stocks traded regularly on the NYSE, AMEX, or OTC markets. It typically invests substantially all of its assets in the 1,300 largest stocks in its target index, thus covering nearly 95% of the Index's total market capitalization while maintaining a representative sample of the remainder.
VANGUARD LARGE-CAP ETF (VV)
The investment seeks to track the performance of a benchmark index that measures the investment return of large-capitalization stocks.
The fund employs a passive management investment approach designed to track the performance of the MSCI US Prime Market 750 Index, a broadly diversified index of the stocks of predominantly large U.S. companies. The fund attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the index.
ISHARES S&P WORLD EX-U.S. PROPERTY INDEX FUN (WPS)
WPS Resources Corporation operates as the holding company for regulated utility and nonregulated business units. The company supplies and distributes electric power and natural gas in its franchised service territory in northeastern Wisconsin and an adjacent portion of the upper peninsula of Michigan. It also provides wholesale electric service to various customers, including municipal utilities, electric cooperatives, energy marketers, other investor owned utilities, and a municipal joint action agency. The company also offers nonregulated natural gas, electric, and alternate fuel supplies, as well as energy management and consulting services, to retail and wholesale customers primarily in the northeastern quadrant of the United States and adjacent portions of Canada. WPS Resources was founded in 1883 and is based in Green Bay, Wisconsin.
The investment seeks to replicate as closely as possible, before expenses, the performance of the Russell Top 50 Index.
The Index consists of the common stocks of the 50 largest U.S. companies based on total market capitalization as represented in
the Russell 3000 Index. The Fund will use a “replication†strategy to try to track the Index. “Replication†refers to investing in substantially all of the securities in the underlying index in approximately the same proportions as in the underlying index.
SELECT SECTOR SPDR FUND - CONSUMER STAPLES (XLP)
The investment seeks to provide investment results that, before expenses, correspond to the price and yield performance of the Consumer Staples Select Sector Index.
The fund will normally invest at least 95% of its total assets in common stocks that comprise the Select Sector Index. The Consumer Staples Select Sector Index includes companies from the following industries: food and drug retailing, beverages, food products, tobacco, household products and personal products.
SELECT SECTOR SPDR FUND - CONSUMER DISCRETIONARY (XLY)
The investment seeks to provide investment results that, before expenses, correspond to the price and yield performance of the Consumer Discretionary Select Sector Index.
The fund will normally invest at least 95% of its total assets in common stocks that comprise the Select Sector Index. The Consumer Discretionary Select Sector Index includes companies from the following industries: automobiles and components, consumer durables, apparel, hotels, restaurants, leisure, media and retailing.
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