Index Strategy - LKOR

 

* Longer term is defined as 10 years or longer to maturity date at the time of each reconstitution.

** Composite Alpha is produced by combining each issue's Value Score and Quality Score along with their respective weights determined by Northern Trust Investments' Quantitative Research team.

*** Duration is a measure of the sensitivity of the price (the value of principal) of a fixed-income investment to a change in interest rates.

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