From Nuveen

Benchmarks Descriptions *

Russell 1000® Value Index The Russell 1000® Value Index measures the performance of those Russell 1000® Index companies with lower price-to-book- ratios and lower forecasted growth values. The Russell 1000® Value Index measures the performance of the 1,000 largest companies in the Russell 3000® Index.
Russell Midcap® Value Index The Russell Midcap® Value Index measures the performance of those Russell Midcap companies with lower price-to-book- ratios and lower forecasted growth values. The stocks are also members of the Russell 1000® Value Index. The Russell Midcap® Index measures the performance of the 800 smallest companies in the Russell 1000® Index, which represent approximately 25% of the total market capitalization of the Russell 1000® Index.
Russell 3000® Value Index The Russell 3000® Value Index measures the performance of those Russell 3000® Index companies with lower price-to-book- ratios and lower forecasted growth values. The stocks in this Index are also members of either the Russell 1000® Value or the Russell 2000® Value Indexes. The Russell 3000® Index measures the performance of the 3,000 largest companies based on total market capitalization, which represents approximately 98% of the investable U.S. equity market.
Russell 2500® Value Index The Russell 2500® Value Index measures the performance of those Russell 2500® companies with lower price-to-book- ratios and lower forecasted growth values. The Russell 2500® Index measures the performance of the 2,500 smallest companies in the Russell 3000® Index.
Russell 2000® Value Index The Russell 2000® Value Index measures the performance of those Russell 2000® companies with lower price-to-book ratios and lower forecasted growth values. The Russell 2000® Index measures the performance of the 2,000 smallest companies in the Russell 3000® Index.
Bloomberg Barclays Capital Aggregate Bond Index The Bloomberg Barclays Capital Aggregate Bond Index is a market value weighted performance benchmark for investment-grade, fixed-rate debt issues, including government, corporate, asset-backed, and mortgage-backed securities, with maturities of at least one year.
Bloomberg Barclays U.S. Intermediate Government/Credit Bond Index The Bloomberg Barclays U.S. Intermediate Government/Credit Bond Index is an unmanaged index that consists of dollar-denominated, investment-grade, publicly-issued securities with a maturity between one and ten years that are issued by both corporate issuers and non-corporate issuers.
Bloomberg Barclays U.S. Aggregate Bond Index The Bloomberg Barclays U.S. Aggregate Bond Index tracks the performance of U.S. investment-grade bonds.
MSCI World Index The MSCI World Index is an unmanaged, free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed markets.
TOPIX Index The TOPIX Index US$ (Gross Dividends) is a capitalization weighted index of all companies listed on the First Section of the Tokyo Stock Exchange.
MSCI EAFE Index The MSCI EAFE (Europe, Australasia, and Far East) US$ (Net Dividends) Index is a free float-adjusted market capitalization weighted index that is designed to measure the equity market performance of developed markets, excluding the U.S. & Canada. The Index is available for a number of regions, market segments/sizes and covers approximately 85% of the free float-adjusted market capitalization in each of the 21 countries.


* Benchmark returns include reinvestment of income, but do not reflect taxes, investment advisory and other fees that would reduce performance in an actual account. It is not possible to invest in an index.

This material is not intended to be a recommendation or investment advice, does not constitute a solicitation to buy or sell securities. The information does not take into account the specific objectives or circumstances of any investor, or suggest any specific course of action. Investment decisions should be made based on an investor's objectives and circumstances and in consultation with his or her advisors. All investments involve risk and there is no assurance that an investment will provide positive performance over any period of time. There is no assurance that downside protection will be achieved.

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