Source: FactSet as of 12/31/2016. Includes companies with market capitalization above $1 billion.
Source: The U.S. Census Bureau as of 3/30/2017. U.S. share of world population.
Source: IMF World Economic Outlook Database, October 2016. There is no assurance that a forecast will be accurate. Because of the many variables involved, an investor should not rely on forecasts without realizing their limitations.
Source: FactSet, MSCI and S&P. Underperformance of 102 months: 6/30/2008-12/31/2016. Based on cumulative return. International equities: MSCI EAFE Index; U.S. equities: S&P 500 Index. Past performance is not a guarantee of future results. One cannot invest directly in an index.
Source: Morningstar as of 12/31/2016. Includes actively managed U.S. open-end funds and exchange-traded funds.
Source: FactSet, MSCI and S&P as of 12/31/2016. International equities: MSCI EAFE; U.S. equities: S&P 500. Past performance is not a guarantee of future results. One cannot invest directly in an index.
Source: http://www.starcapital.de/research/stockmarketvaluation as of 12/31/2016. U.S. represented by all U.S. stocks in the Datastream Global Equity Universe. International represented by all non-U.S. countries in the Datastream Global Equity Universe. Includes only companies for which data is supplied by two independent providers. Past performance is not a guarantee of future results.
Source: http://www.econ.yale.edu/~shiller/data.htm. As of 12/31/2016, which was not a peak. Data prior to S&P 500 inception of March 1957 estimated using data from its predecessor, the Standard and Poor’s Composite Index. Past performance is not a guarantee of future results. One cannot invest directly in an index.
Source: FactSet as of 12/12/2016. Forward P/E is Price / Next Twelve Months Time-Weighted Annual estimates via FactSet Market Aggregates. Universe captures 98% of market cap and free-float adjusted market cap in each country. Past performance is not a guarantee of future results.
Morningstar® Low Carbon Designation™
The Morningstar® Low Carbon Designation™ is given to
portfolios with low carbon-risk score and low levels of
fossil fuel exposure. These portfolios must have a
Carbon Risk Score below 10 and Fossil Fuel Involvement
below 7% of assets, based on an average of the portfolios
over the trailing 12 months.
Désignation de Faible risque carbonique de Morningstar®
La désignation de Faible risque carbonique (Low Carbon Designation™) de Morningstar est attribuée aux portefeuilles qui affichent un faible score de risque carbonique ainsi qu’un faible niveau d’exposition aux combustibles fossiles. Ces portefeuilles doivent avoir un score de risque carbonique inférieur à 10, et, selon leur composition moyenne lors des 12 derniers mois, moins de 7 % des actifs qu’ils contiennent doivent être liés aux combustibles fossiles.