 |
| Inside K4 Archives |
 |
 |
K4 Fund Selection Category Indexes
| updated November 2009 |
| Category | K4 Fund Selection Category Index |
| Agriculture | Morningstar Agriculture Commodity TR |
| Bank Loan | BarCap Govt/Credit 1-5 Yr TR USD |
| Bear Market | S&P 500 TR |
| Broad Basket Commodity | MSCI Commodity |
|
Communications |
DJ US Telecom TR USD |
| Conservative Allocation | DJ US Moderately Conservative TR USD |
|
Consumer Discretionary |
S&P 1500 Consumer Discretionary TR |
| Consumer Staples | S&P 1500 Consumer Staples TR |
|
Convertibles |
Merrill Lynch Convertible Bonds All Qualities |
| Currency | Merrill Lynch US Treasury Bills 3 Mon |
|
Diversified Emerging Markets |
MSCI EM NR USD |
| Diversified Pacific/Asia | MSCI Pacific NR USD |
|
Emerging Markets Bond |
Citi ESBI Capped Brady USD |
| Energy | Morningstar Energy Commodity TR |
|
Equity Energy |
S&P 1500 Energy TR |
| Equity Precious Metals | MSCI World/Metals & Mining USD |
|
Europe Stock |
MSCI Europe NR USD |
| Financial | DJ US Financial TR USD |
|
Foreign Large Blend |
MSCI AC World ex US NR USD |
| Foreign Large Growth | MSCI EAFE Growth NR USD |
|
Foreign Large Value |
MSCI EAFE Value NR USD |
| Foreign Small/Mid Growth | MSCI World ex USA NR USD |
|
Foreign Small/Mid Value |
MSCI World ex USA NR USD |
| Global Real Estate | MSCI World/Real Estate NR USD |
|
Health |
DJ US Health Care TR USD |
| High Yield Bond | Merrill Lynch High Yield Master II TR USD |
|
High Yield Muni |
BarCap Municipal 10 Yr (8-12) TR USD |
| Industrial Metals | Morningstar Metals Commodity TR |
|
Industrials |
S&P 1500 Industrials TR |
| Inflation-Protected Bond | BarCap US Treasury US TIPS TR USD |
|
Intermediate Government |
BarCap US Government TR USD |
| Intermediate-Term Bond | BarCap US Govt/Credit 5-10 Yr TR USD |
|
Japan Stock |
MSCI Japan NR USD |
| Large Blend | Russell 1000 TR USD |
|
Large Growth |
Russell 1000 Growth TR USD |
| Large Value | Russell 1000 Value TR USD |
|
Latin America Stock |
MSCI EM Latin America NR USD |
| Long Government | BarCap US Government Long TR USD |
|
Long-Short |
S&P 500 TR |
| Long-Term Bond | BarCap US Govt/Credit Long TR USD |
|
Mid-Cap Blend |
S&P Mid Cap 400 TR |
| Mid-Cap Growth | Russell Mid Cap Growth TR USD |
|
Mid-Cap Value |
Russell Mid Cap Value TR USD |
| Miscellaneous Commodity | MSCI Commodity |
|
Miscellaneous Sector |
Russell 3000 TR USD |
| Moderate Allocation | Dow Jones US Moderate Portfolio TR USD |
|
Multi-Sector Bond |
BarCap US Universal TR USD |
| Muni California Int/Short | BarCap Municipal California Exempt TR |
|
Muni California Long |
BarCap Municipal California Exempt TR |
| Muni Florida | BarCap Municipal 10 Yr 8-12 TR USD |
|
Muni Massachusetts |
BarCap Municipal 10 Yr 8-12 TR USD |
| Muni Minnesota | BarCap Municipal 10 Yr 8-12 TR USD |
|
Muni National Intermediate |
BarCap Municipal 10 Yr 8-12 TR USD |
| Muni National Long | BarCap Municipal 20 Yr 17-22 TR USD |
|
Muni National Short |
BarCap Municipal 3 Yr 2-4 TR USD |
| Muni New Jersey | BarCap Municipal 10 Yr 8-12 TR USD |
|
Muni New York Int/Short |
BarCap Municipal New York Exempt TR |
| Muni New York Long | BarCap Municipal New York Exempt TR |
|
Muni Ohio |
BarCap Municipal 10 Yr 8-12 TR USD |
| Muni Pennsylvania | BarCap Municipal 10 Yr 8-12 TR USD |
|
Muni Single State Intermediate |
BarCap Municipal 10 Yr 8-12 TR USD |
| Muni Single State Intermediate | BarCap Municipal 20 Yr 17-22 TR USD |
|
Muni Single State Short |
BarCap Municipal 3 Yr 2-4 TR USD |
| Natural Resources | S&P North American Natural Resources TR |
|
Pacific/Asia ex-Japan Stock |
MSCI AC Far East ex Japan NR USD |
| Precious Metals | DJ UBS Precious Metals TR USD |
|
Real Estate |
DJ US Real Estate TR USD |
| Retirement Income | DJ Portfolio Target Today TR USD |
|
Short Government |
BarCap Government 1-5 Yr TR USD |
| Short-Term Bond | BarCap Govt/Credit 1-5 Yr TR USD |
|
Small Blend |
Russell 2000 TR USD |
| Small Growth | Russell 2000 Growth TR USD |
|
Small Value |
Russell 2000 Value TR USD |
| Target Date 2000-2010 | DJ Portfolio Target 2010 TR USD |
|
Target date 2011-2015 |
DJ Portfolio Target 2015 TR USD |
| Target Date 2015-2029 | DJ Portfolio Target 2025 TR USD |
|
Target Date 2016-2020 |
DJ Portfolio Target 2020 TR USD |
| Target Date 2021-2025 | DJ Portfolio Target 2025 TR USD |
|
Target Date 2026-2030 |
DJ Portfolio Target 2030 TR USD |
| Target Date 2030+ | DJ Portfolio Target 2040 TR USD |
|
Target Date 2031-2035 |
DJ Portfolio Target 2035 TR USD |
| Target Date 2036-2040 | DJ Portfolio Target 2040 TR USD |
|
Target Date 2041-2045 |
DJ Portfolio Target 2045 TR USD |
| Target-Date 2050+ | Dow Jones Target 2050 TR USD |
|
Technology |
NYSE Arca Tech 100 PR |
| Ultrashort Bond | USTREAS CD Sec Mkt 6 Mon |
|
Utilities |
DJ Utilities Average TR USD |
| World Allocation | MSCI World NR USD |
|
World Bond |
Citi NonUSD USD |
| World Stock | MSCI World NR USD |