Review our Compliance Disclosure Statement
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Review our Compliance Disclosure Statement
SYMIMETRY' Periodic Thble ofAsset ClassReturns possibility orwarranted. Dataisfromsources believed to bereliable butcannot beguaranteed information withZephyr StyleADVlSOR. ofloss.AllIndex created = Index.(TheMSCIUSSmallCap the MSCI US SmaH Gap 1750 Value lndex represents the value companies of ffi U$SmallUalue MSCIUSSmallGapValue:TheMSCIUSSmallCap 1750lndexrepresents theuniverse ol small USSmall Cap'1750 Index. CapValue Index isa subset oftheMSCI oftheUSequity market.) TheMSCI USSmall approximately 127o ofthecapitalization provided publicly = Dow Dow by Jones Indexes. traded RealEstate Investment Trusts. Jones'index ffi USREtt DowJones USSelect REIT InderMeasures U.S. = Citigroup lnvestment-Grade Credit lndexprovided byZephyr StyleAdvisor. 1-5yearCitigroup USBroad Eond-US Credit USBIG CredilIndex lndexprovided by lnvestment-Grade TreasuriGovernment Sponsored Index,1-5years:Citigroup USBroad iji Bond-US Treasury/Gorernment Sponsord USBIG Goy'l= Ditigroup Zephyr StyleAdvisor. tAggrggataBond=Barc|aysCapita|U.$.Aggrgate|nder:TheU.S.AggregateBondlndexisabroad.basedbenchmarkthatmeasurestheinvestmentgrad fixedrate includin taxable bondmarket, 1,1976. in 1986, withindex history toJanuary wascreated backfilled markets lndex debt.TheU.S.Aggregate lndexprovided StyleAdvisor. Secuillies Inder:U.S.Treasury Inflation Protected Securilies byZephyr Capital U.E.Treasury Inflation Protecled USTIPS= Barclays provided Index byZephyr StyleAdvisor. 1-Syrs:Citigroup WorldGovernment Bond Currenry-Hedged WGBI Hedged Index I WorldBond= Citigroup grossdividends. publically global = $&PGlobal States, S&Plndex tndedRealEstate Investment Trusts excluding theUnited div}:Measures exUSREIT Index{gross I Int'lREIT provided Poor's from lndex Group. DFA Standard & Services by provided Treasury-Bill byZephyr StyleAdvisor. T-Bill:Citigroup Index 3-month 3-month l3-monthT-Bill= Cili0roup in theUSequitymarket. Thisindex theuniverse companies of smallcapitalization I U$SmallCap= M$CtUS$mallGap1750IndexTheMSCIUSSmallCap1750lndexrepresents r29,20A4, 12%ofthecapitalization ol theUSequi$market. 1,750 andrepresents, asof 0ctobe approximately targets forinclusion companies IEmergingMarke|s=Iisc|EmeringMa*eb|nder:6rossdividendsreinvested(inUSdollars).Afreef|oat.adjustedmarketcapindexthatisdesignedt0 performance intheglobalemerging markets. parent whichincludes largeandmidcapstocks index(theMSCI Markets Index) 0na capweighted Emerging Ma*etsUalue Inder:lt is based S Emerging Value= MSCI Emerging across21EmergingMarketscountries.TheMSC|EmergingMarkeisVa|uelndexreweightsa|ltheconstituentsoftheparentindextoemphasizesto prices. thanmarket earnings andcashearnings-rather fundamental accounling datpsales,bookvalue, weights aredetermined using representation ofthissizesegment bytargeting Emerging Markets SmallCapIndices offeranexhaustive Mar*ets Emerging SmallCagInderTheMSCI E Emerging $mall= MSGI companiesthatareinthe|nvestab|eMarket|ndexbutnotintheSndard (GICS@). Industry Classification Standard based ontheGIobal SYMIMETRY' Periodic Thble ofAsset ClassReturns t USValue= MSCIUSInvestable Ma*etUalue: TheMSCIUSInvestable Market Value lndexrepresents thevaluecompanies (The oftheMSCIUSlnvestable Market 2500Index. MsclUSlnvestab|eMarket2500|ndexrepresentstheinvestab|euniverseofcompaniesintheUSequimarket' February 28,2003,approximately 98%of thecapitalization of theUSequitymarket. TheMSCIUSInvestable Market2500Indexis theaggregation of theMSCIUSLargeCap300,Mid Gap450andSmall Cap1750lndices.) TheMSCI Market Value isa subset USlnvestable Index oftheMSCI USlnvestable Market 2500lndex. I Int'l Small= MSCIWorldex USASmallCapIndex:TheMSCIDeveloped Markets SmallCapIndices offeran exhaustive representation of thissizesegment by targeting companiesthatareinthe|nvestab|eMarket|ndexbutnotintheStandard|ndexin industry (GICS@). indices based ontheGlobal Industry Classification Standard = tr S&P500 S&P500Index: Index of500large-cap companies tndedonmajorUSexchanges, calculated usingZephyr StyleAdvisor. = MSCI provided Inl'lValue Worlder USAValueIndex: TheMSCI WorldexUSValue Thisisa freefloatweighted lndex. index. Index byZephyr StyleAdvisor. = MSGIUSInveslable USGrowlh MarketGroulh:TheMSCIUSlnvestable Market Growth Indexrepresents thegrowth companies of theMSCIUSInvestable Market 2500 (TheMSCIUSlnvestable Market 2500Indexrepresents lndex. theinvestable in theUSequity universe of companies market. Thisindex targets for inclusion 2,500companies and represents, asof 0ctober 29,2404, approximately 98%of thecapitalization of theUSequitymarket. TheMSCIUSInvestable Market 2500Indexis theaggregation of theMSCI USLarge Cap300,MidCap450andSmall Cap1750Indices.) TheMSCI Market isa subset USlnvestable Growth Index oftheMSCI USlnvestable Market 2500lndex. = MSC|lltlorld I Inl'lMarkets Ex.USIndex:Morgan InternationalWorld Ex.USIndex isa freefloatweighted Sianley Capital index. lndexprovided byZephyr Advisor. Style potential prolit possibility Aswilhanyinveslment lot slrategy thereis a aswellaslhe 0f loss.Additional intormalion aboutSymmetry canbefoundintheirADVPad2AandI |oca|edonthe$ymmatlTwebsitealwww.symmetrpadnets.G0m.Symmetrfo||owsapassiveinvestm marketasawholefa||s'Thecreditqualityoftheinvestmentintheportfo|iodoesnotapplytothesb|l|} measure oftheexpected lifeofa security) tendto bemoresensitive to changes rates, usually making themmorevolatile in interest thansecurities withshorter durations.