Indexes are unmanaged and cannot be invested in directly.
Nothing contained in this material is intended to constitute legal, tax, securities, or investment advice, nor an opinion regarding the appropriateness of any investment, nor a solicitation of any type. The general information contained in this publication should not be acted upon without obtaining specific legal, tax, and investment advice from a licensed professional.
The returns provided for each Russell Index include data for periods prior to when each Russell Index was in live production. Historical returns for these Russell Indexes prior to the live production date are calculated using the same Russell methodology; however, application to the performance calculation may vary due to data sources, corporate actions and the availability of historical data with respect to certain securities. Please contact the Russell Index Client Service Team for further detail.
Russell Investments is the owner of the trademarks, service marks, and copyrights related to its respective indexes.
Russell Investments and Research Affiliates LLC have entered into a strategic alliance with respect to the Russell Fundamental Indexes. Subject to Research Affiliate's intellectual property rights in certain content, Russell Investments is the owner of all copyrights related to the Russell Fundamental Indexes. Russell Investments and Research Affiliate jointly own all trademark and service mark rights in and to the Russell Fundamental Indexes. Research Affiliates is the owner of the trademarks, service marks, patents and copyrights related to the Fundamental Index and the Fundamental Index methodology.
Russell Investments and Axioma, Inc. have entered into a strategic alliance with respect to the Russell-Axioma Factor Indexes. Russell and Axioma are the source and joint owners of the trademarks, service marks and copyrights related to the Russell-Axioma Factor Indexes. Russell is a trademark of Russell Investments. Axioma is the owner of Axioma trademarks, service marks and copyrights related to Axioma's optimization solutions.
The Russell Geographic Exposure Indexes are based on the geographic exposure screening data provided by Revere Data, LLC.
The Russell High Efficiency Indexes make use of Westpeak Global Advisors, LLC's patented "ActiveBeta"® portfolio construction techniques (Methods and Systems for Building and Managing Portfolios based on Ordinal Ranks of Securities (U.S. Patent Numbers 8,285,620 and 8,473,298)).
Russell is a registered trademark of Russell Investments and IdealRatings is a trademark of IdealRatings,Inc. Russell Investments is the source and owner of all copyrights related to the Russell-IdealRatings Islamic Indexes.