Ishares Russell 1000 Large-Cap Index Fund Fact Sheet
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Invest in Your Retirement—And Yourself—Today, with Help from Comcast Corporation Retirement-Investment Plan and Fidelity
Comcast Corporation Retirement-Investment Plan Invest in your retirement—and yourself—today, with help from Comcast Corporation Retirement-Investment Plan and Fidelity. YOUR GUIDE TO GETTING STARTED Invest some of what you earn today for what you plan to accomplish tomorrow. Dear Comcaster: It is our pleasure to offer you the opportunity to participate in the Comcast Corporation Retirement- Investment Plan (the ’Comcast Plan’). Your retirement savings plan offers a convenient, tax-deferred way to save for retirement. As an eligible employee of Comcast Corporation, you will be automatically enrolled in the Plan at a contribution rate of 3% of your pretax eligible earnings. Benefit from: Matching contributions. Comcast helps your contributions grow by matching your 401(k) contributions. Convenience. Your contributions are automatically deducted regularly from your paycheck. Tax-deferred savings opportunities. You pay no taxes on any earnings until you withdraw them from your account, enabling you to keep more of your money working for you now. Tax savings now. Your pretax contributions are deducted from your pay before income taxes are taken out. This means that you can actually lower the amount of current income taxes withheld each period. It could mean more money in your take-home pay versus saving money in a taxable account. Portability. You can roll over eligible savings from a previous employer into this Plan. You can also take your vested account balance with you if you leave the company. Automatic annual increases. Save a little more each year, the easy way — the Annual Increase Program automatically increases your contribution rate by 1% each year up to 10% of your pretax eligible earnings. -
STRS Ohio Smarttalk Newsletter
Quarterly investment newsletter for STRS Ohio members participating in the Defined Contribution and Combined Plans SUMMER 2021 STRS Ohio’s Fiscal 2022 Investment Plan calls for returns near expected policy return of 6.84% in the year ahead STRS Ohio Investment staff presented its Investment The Retirement Board’s investment consultants, Callan LLC Plan for the 2022 fiscal year at the June Retirement Board and Cliffwater LLC, reviewed and expressed support for meeting. The plan details staff’s investment strategy for the Investment Plan. The plan is available on the STRS Ohio each asset class in the system’s total fund. Fiscal year 2022 website at www.strsoh.org. STRS Ohio’s plan and forecast began on July 1 and runs through June 30, 2022. The fiscal is designed for a large institutional investor and may 2022 Investment Plan projects a combined overall return not be appropriate to an individual investor’s portfolio among all asset classes to be near STRS Ohio’s expected allocation, time horizon or risk tolerance. Like all economic policy return of 6.84% (assuming the total fund’s current forecasts, it should not be relied upon as an indicator of allocation). The plan forecast calls for a growing U.S. future results. For more personalized assistance, you can economy and for inflation to remain within a tolerable reach a Nationwide Retirement Solutions (NRS) Retirement range during the fiscal year. Specialist toll-free at 866-332-3342. Review your asset allocation Investment Style Asset Classes (allocation) ■ Cash 30% following strong equity market returns ■ Bonds 40% Domestic and international equity returns have been exceptionally CONSERVATIVE ■ Large-cap stocks 16% ■ Mid-cap stocks 4% strong for over a year now. -
Russell 2500 Index
Product highlights Russell 2500 Index A complete view of the small-to-mid (SMID) A trusted partner Approximately $9 trillion is benchmarked cap segment of the US equity market. to the Russell US Indexes*, which provide A subset of the Russell 3000 Index, the Russell 2500 comprehensive representation of the US Index includes the Russell 2000 Index plus the smallest equity market and its size and style segments. 500 mid-cap companies from the Russell 1000 Index based on a combination of their market cap and current Relevant index membership. The Russell US Indexes are modular and flexible in their design, enabling Russell 2500 Index and Russell US Indexes customizable asset allocation structure. Representative Comprehensive coverage of the SMID cap US market segment, suitable as a benchmark for actively managed investments or as the foundation of index-linked products such as mutual funds and ETFs. Reliable Maintained using transparent, objective rules including annual reconstitution, quarterly eligible IPO additions and daily corporate action adjustments to ensure the index remains accurately representative. *Source: Data as of December 31, 2017 as reported on April 2, 2018 by eVestment for institutional assets, Morningstar for retail mutual funds, insurance products, and ETFs, and additional passive assets directly collected • Initial launch date: June 1, 1990 by FTSE Russell. AUM data includes blended benchmarks • Historical data back to: December 31, 1978 and excludes futures and options. Passive assets directly • Bloomberg Price Return Ticker: R2500 collected by FTSE Russell have been removed from third • Bloomberg Total Return Ticker: RU25INTR party sources to prevent double counting. No assurances • Thomson Reuters RIC: .R25I are given by FTSE Russell as to the accuracy of the data. -
Financial Market Data for R/Rmetrics
Financial Market Data for R/Rmetrics Diethelm Würtz Andrew Ellis Yohan Chalabi Rmetrics Association & Finance Online R/Rmetrics eBook Series R/Rmetrics eBooks is a series of electronic books and user guides aimed at students and practitioner who use R/Rmetrics to analyze financial markets. A Discussion of Time Series Objects for R in Finance (2009) Diethelm Würtz, Yohan Chalabi, Andrew Ellis R/Rmetrics Meielisalp 2009 Proceedings of the Meielisalp Workshop 2011 Editor Diethelm Würtz Basic R for Finance (2010), Diethelm Würtz, Yohan Chalabi, Longhow Lam, Andrew Ellis Chronological Objects with Rmetrics (2010), Diethelm Würtz, Yohan Chalabi, Andrew Ellis Portfolio Optimization with R/Rmetrics (2010), Diethelm Würtz, William Chen, Yohan Chalabi, Andrew Ellis Financial Market Data for R/Rmetrics (2010) Diethelm W?rtz, Andrew Ellis, Yohan Chalabi Indian Financial Market Data for R/Rmetrics (2010) Diethelm Würtz, Mahendra Mehta, Andrew Ellis, Yohan Chalabi Asian Option Pricing with R/Rmetrics (2010) Diethelm Würtz R/Rmetrics Singapore 2010 Proceedings of the Singapore Workshop 2010 Editors Diethelm Würtz, Mahendra Mehta, David Scott, Juri Hinz R/Rmetrics Meielisalp 2011 Proceedings of the Meielisalp Summer School and Workshop 2011 Editor Diethelm Würtz III tinn-R Editor (2010) José Cláudio Faria, Philippe Grosjean, Enio Galinkin Jelihovschi and Ri- cardo Pietrobon R/Rmetrics Meielisalp 2011 Proceedings of the Meielisalp Summer Scholl and Workshop 2011 Editor Diethelm Würtz R/Rmetrics Meielisalp 2012 Proceedings of the Meielisalp Summer Scholl and Workshop 2012 Editor Diethelm Würtz Topics in Empirical Finance with R and Rmetrics (2013), Patrick Hénaff FINANCIAL MARKET DATA FOR R/RMETRICS DIETHELM WÜRTZ ANDREW ELLIS YOHAN CHALABI RMETRICS ASSOCIATION &FINANCE ONLINE Series Editors: Prof. -
EXELON CORPORATION EMPLOYEE SAVINGS PLAN (Full Title of the Plan)
Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 11-K ☒ ANNUAL REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the Fiscal Year Ended December 31, 2007 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Commission File Number 1-16169 EXELON CORPORATION EMPLOYEE SAVINGS PLAN (Full title of the Plan) EXELON CORPORATION (a Pennsylvania Corporation) 10 South Dearborn Street P.O. Box 805379 Chicago, Illinois 60680-5379 (312) 394-7398 (Name of the issuer of the securities held pursuant to the Plan and the address of its principal executive offices) Table of Contents EXELON CORPORATION EMPLOYEE SAVINGS PLAN INDEX TO FORM 11-K Page No. Report of Independent Registered Public Accounting Firm 1 Financial Statements: Statements of Net Assets Available for Benefits as of December 31, 2007 and 2006 2 Statement of Changes in Net Assets Available for Benefits for the Year Ended December 31, 2007 3 Notes to Financial Statements 4 - 13 Supplemental Schedule: Schedule of Assets (Held at End of Year) as of December 31, 2007, Schedule H, Part IV, Item 4i of Form 5500 14 Note: All other schedules of additional information required by the Department of Labor’s Rules and Regulations for Reporting and Disclosure under ERISA have been omitted because they are not applicable. Exhibit Index 15 Signatures 16 Exhibits 17 Table of Contents REPORT OF INDEPENDENT REGISTERED PUBLIC ACCOUNTING FIRM To the Participants and the Administrator of the Exelon Corporation Employee Savings Plan: We have audited the accompanying statements of net assets available for benefits of the Exelon Corporation Employee Savings Plan (the “Plan”) as of December 31, 2007 and 2006, and the related statement of changes in net assets available for benefits for the year ended December 31, 2007. -
Ready Coller Institute of Venture, • Sources of IP – We Will Awash with Cash
ISSUE 1a — 2014 WELCOME ISSUE $45 THE VENTURE ECOSYSTEM FRAMEWORK: MESSY, FAST, AND GLOBAL 企业生态系统框架: 凌 乱 、快 速 、全 球 化 Trends Shaping the Venture Ecosystem in 2014 / 06 IS THE VC MODEL ‘BROKEN’? 风险投资模式“破损”了吗? VC Success Definition and Understanding Who Wins and Who Loses / 20 MEASURING SCIENCE PARKS' PERFORMANCE 度量科技园区的业绩 TusPark, Imperial West, and 15 other Parks / 28 time to Impact THE PUBLIC VENTURE POLICY MENU A toolbox of PrOVEN 企业公共政策清单 Policies Public Authorities government policies /36 Can Take / 36 EDITORIAL BOARD Jeremy Coller Eli Talmor Contents Moshe Zviran Yesha Sivan (Editor-in-Chief) Robyn Klingler-Vidra (Associate Editor) COLLER INSTITUTE OF VENTURE 36 Yù (Zöe) Zhái Itai Asaf Odeya Pergament 04 Ann Iveson COPYRIGHT © Coller Institute of Venture at Tel Aviv University 2014 www.collerinstituteofventure.org 05 06 20 28 WHAT IS THE COLLER INSTITUTE MEASURING SCIENCE PARKS' OF VENTURE?—04 PERFORMANCE—28 TusPark, Imperial West, RESEARCH IS AT THE CORE and 15 other Parks OF THE CIV’S VISION—05 How they are designed and managed to T HE VENTURE ECOSYSTEM achieve optimal performance FRAMEWORK: MESSY, FAST, AND GLOBAL—06 Six Trends Shaping the THE PUBLIC VENTURE Venture Ecosystem in 2014 POLICY MENU—36 44 Policies Public Authorities This article presents a generative Can Take framework for the venture ecosystem and highlights the current trends Public policymakers’ tools for fostering affecting the ecosystem local venture ecosystems I S THE VC MODEL ‘BROKEN’?—20 NEWS IN BRIEF—44 VC Success Definition and The News section offers a selection -
Attribution Report
Quarterly Review As of 06/30/2021 MassMutual Equity Opportunities Fund* Wellington Management Company LLP | T. Rowe Price & Associates, Inc. I SHARE CLASS TICKER: MFVZX Fund Objective: This Fund seeks growth of capital over the long-term. Sector Weightings: Defines what % of each sector this fund holds Portfolio Attribution: Describes how fund manager sector and stock compared to its benchmark listed here. weighting decisions affected returns. Fund Russell 1000® Index QTD YTD 30 1 20 0 10 -1 Percent of Portfolio Value Added vs. Benchmark (%) 0 -2 Cash Cash Utilities Utilities Energy Energy Materials Materials Financials Financials Industrials Industrials Real Estate Real Estate Health Care Health Care Comm. Services Comm. Services Consumer Discr. Consumer Discr. Information Tech. Information Tech. Consumer Staples Consumer Staples Sector Attribution Details: Quarterly Portfolio Commentary: Sector Fund Weight QTD YTD Communication Services 1.43 -0.32 -0.49 Laurie Goodreau, CFA Investment Director Consumer Discretionary 10.11 -0.07 -0.56 Investment Experience: 30 Years Consumer Staples 16.85 -0.21 -1.20 Energy 1.79 -0.20 -0.55 Financials 17.39 0.40 0.74 HIGHLIGHTS • The Russell 1000 Index outpaced all three Russell value indexes and its Health Care 17.40 -0.71 -0.52 lower capitalization indexes in core while trailing the Russell 1000 Industrials 13.20 -0.05 -0.23 Growth and the Russell Mid-Cap Growth Indexes. Information Technology 7.77 -0.66 0.33 • All economic sectors of the Index delivered positive absolute returns except the utility sector. Materials 4.12 -0.12 -0.25 • Sector allocation was negative due to an overweight to consumer Real Estate 3.20 0.07 0.12 staples and an underweight to information technology. -
Final Report Amending ITS on Main Indices and Recognised Exchanges
Final Report Amendment to Commission Implementing Regulation (EU) 2016/1646 11 December 2019 | ESMA70-156-1535 Table of Contents 1 Executive Summary ....................................................................................................... 4 2 Introduction .................................................................................................................... 5 3 Main indices ................................................................................................................... 6 3.1 General approach ................................................................................................... 6 3.2 Analysis ................................................................................................................... 7 3.3 Conclusions............................................................................................................. 8 4 Recognised exchanges .................................................................................................. 9 4.1 General approach ................................................................................................... 9 4.2 Conclusions............................................................................................................. 9 4.2.1 Treatment of third-country exchanges .............................................................. 9 4.2.2 Impact of Brexit ...............................................................................................10 5 Annexes ........................................................................................................................12 -
Federated Hermes Kaufmann Large Cap Fund
Federated Hermes Kaufmann Large Cap Fund 6/30/21 Fund description The fund seeks to provide capital appreciation by investing primarily in securities of large-cap companies. Utilizing an intensive, bottom-up security selection process, the fund focuses on companies that exhibit Fund facts positive growth characteristics. Performance inception date Average annual total returns (%) Performance shown is before tax. 12/5/07 Expense ratio* Since Before After Benchmark 3-month YTD 1-year 3-year 5-year 10-year inception waivers waivers Russell 1000® Growth Index R6 Shares 11.44 8.77 30.55 21.52 20.24 16.28 13.08 0.87 0.78 Morningstar category Institutional Shares 11.45 8.73 30.45 21.43 20.17 16.23 13.23 0.93 0.84 Large Growth A Shares (NAV) 11.36 8.57 30.11 21.13 19.86 15.94 12.94 1.18 1.09 Lipper classification A Shares (MOP) 5.24 2.61 22.96 18.87 18.52 15.28 12.47 1.18 1.09 Multi-Cap Growth Funds Benchmark 11.93 12.99 42.50 25.14 23.66 17.87 – – – Fund assets 50 $4.6 billion 42.50 41.70 Ticker symbols 40 R6 Shares - KLCSX 30.45 30 25.14 23.66 Institutional Shares - KLCIX 22.56 21.98 21.43 20.17 17.87 A Shares - KLCAX 20 16.23 15.99 Total returns (%) 11.93 C Shares - KLCCX 11.45 10.28 10 R Shares - KLCKX Key investment team 0 Hans Utsch 3-month 1-year 3-year 5-year 10-year Tom Brakel, M.D. -
Equity Indexes: Broadly Diversified Or Concentrated and Risky?
Equity Indexes: Broadly Diversified or Concentrated and Risky? OCTOBER 2020 David Hintz, CFA Portfolio Manager, U.S. Large Cap Equities Ethan Kiliany Research Analyst, U.S. Equities Snapshot Most investors, even those based outside the U.S., are quite familiar with › Many equity indexes, such as the popular the S&P 500 Index. The index represents 500 of the largest U.S. companies S&P 500 Index, are often considered and is often used as a model for popular passive mutual funds that seek to broadly diversified because they hold a mirror its performance. One of the reasons that it is often used as a model large number of securities. by passive investors is its perceived diversification. After all, how can an index with 500 stocks not be diversified? Of course, if that’s not diversified › Today 25% of that index is concentrated enough, investors can easily find indexes that include more U.S. companies. in just the five largest stocks by market The Russell 1000 Index represents about 1,000 U.S. large and mid-cap capitalization—and it is not the only stocks. Or there is the Russell 3000 Index which adds another 2,000 U.S. top-heavy equity index. small companies to that list and represents about 98% of the investible U.S. › The significant outperformance of the five equity market. Many investors, including SEI, believe it’s prudent to diversify largest stocks has led to investors falling equity holdings globally. Here, investors may look at the MSCI ACWI Index, into the recency bias trap—believing what which contains more than 3,000 constituents from 23 developed and 26 has happened recently is likely to continue emerging markets. -
Vanguard Russell 1000 Index Fund Vanguard
Vanguard Russell 1000 Index Fund Vanguard Russell 1000 Value Index Fund Vanguard Russell 1000 Growth Index Fund Vanguard Russell 2000 Index Fund Vanguard Russell 2000 Value Index Fund Vanguard Russell 2000 Growth Index Fund Vanguard Russell 3000 Index Fund Supplement Dated July 19, 2021, to the Prospectuses and Summary Prospectuses Dated December 22, 2020 Important Changes to the Funds Effective immediately, Nick Birkett has been named as a co-portfolio manager of Vanguard Russell 1000 Index Fund, Vanguard Russell 1000 Value Index Fund, Vanguard Russell 1000 Growth Index Fund, Vanguard Russell 2000 Index Fund, Vanguard Russell 2000 Value Index Fund, Vanguard Russell 2000 Growth Index Fund, and Vanguard Russell 3000 Index Fund. He replaces Michael A. Johnson, who had previously co-managed the Funds, and joins Walter Nejman, who will continue to co-manage the Funds. The Funds’ investment objectives, strategies, and policies remain unchanged. Prospectus and Summary Prospectus Text Changes The following replaces Michael A. Johnson under the heading “Investment Advisors” in the Fund Summary or ETF Summary section for each Fund: Nick Birkett, Portfolio Manager at Vanguard. He has co-managed the Fund since July 2021. Prospectus Text Changes The following replaces Michael A. Johnson under the heading “Investment Advisors” in the More on the Funds and More on the Funds and ETF Shares sections respectively: Nick Birkett, Portfolio Manager at Vanguard. He has worked in investment management since 2006; has been with Vanguard since 2017; and has co-managed Russell 1000 Index, Russell 1000 Value Index, Russell 1000 Growth Index, Russell 2000 Index, Russell 2000 Value Index, Russell 2000 Growth Index, and Russell 3000 Index Funds since July 2021. -
Mr. Alp Eroglu International Organization of Securities Commissions (IOSCO) Calle Oquendo 12 28006 Madrid Spain
1301 Second Avenue tel 206-505-7877 www.russell.com Seattle, WA 98101 fax 206-505-3495 toll-free 800-426-7969 Mr. Alp Eroglu International Organization of Securities Commissions (IOSCO) Calle Oquendo 12 28006 Madrid Spain RE: IOSCO FINANCIAL BENCHMARKS CONSULTATION REPORT Dear Mr. Eroglu: Frank Russell Company (d/b/a “Russell Investments” or “Russell”) fully supports IOSCO’s principles and goals outlined in the Financial Benchmarks Consultation Report (the “Report”), although Russell respectfully suggests several alternative approaches in its response below that Russell believes will better achieve those goals, strengthen markets and protect investors without unduly burdening index providers. Russell is continuously raising the industry standard for index construction and methodology. The Report’s goals accord with Russell’s bedrock principles: • Index providers’ design standards must be objective and sound; • Indices must provide a faithful and unbiased barometer of the market they represent; • Index methodologies should be transparent and readily available free of charge; • Index providers’ operations should be governed by an appropriate governance structure; and • Index providers’ internal controls should promote efficient and sound index operations. These are all principles deeply ingrained in Russell’s heritage, practiced daily and they guide Russell as the premier provider of indices and multi-asset solutions. Russell is a leader in constructing and maintaining securities indices and is the publisher of the Russell Indexes. Russell operates through subsidiaries worldwide and is a subsidiary of The Northwestern Mutual Life Insurance Company. The Russell Indexes are constructed to provide a comprehensive and unbiased barometer of the market segment they represent. All of the Russell Indexes are reconstituted periodically, but not less frequently than annually or more frequently than monthly, to ensure new and growing equities and fixed income securities are reflected in its indices.