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1Nasdaq, accessed Feb. 6, 2023
2MSCI USA Index. 10 years through Jan. 31, 2023
3Growth is represented by the MSCI USA Growth Index, and Dividends by the MSCI USA High Dividend Yield Index
4MSCI, data for MSCI USA High Dividend Yield Index compared to MSCI USA Growth Index for 2022
5MSCI index data for 10 years through Dec. 31, 2022
6MSCI USA Fact Sheet through Jan. 31, 2022
7MSCI index data for 10 years through Dec. 31, 2022
8MSCI USA Fact Sheet through Jan. 31, 2022
*All information presented herein is for informational purposes only and should not be deemed as investment advice or a recommendation to purchase or sell any specific security. The securities identified and described in this article do not necessarily represent the securities purchased or sold for our portfolios. You should not assume that an investment in these securities was or will be profitable, and there is no assurance, as of the date of this presentation, that the securities have been or will be in any model portfolio. All information expressed in this article is subject to change without notice. There is no representation or guarantee that any opinion, estimate or projection will be realized. The information is believed to be reliable at the time of publication of this article in March, 2023; however no representation or warranty is made concerning its accuracy. Past performance is no guarantee of future results. All investments involve risk and may lose money (including principal).
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