 Performance *
Returns shown are net of .75% management fee and trading costs. Actual performance figures quoted' are actual returns experienced by a real client, net of normal fee. These client accounts were selected as an example for two reasons: (1) the client has been with Money Map Advisors long term and (2) the returns experienced by these clients are similar to those experienced by other clients with the same 'model' portfolio. Performance assumes that the investment was not redeemed and that dividends and capitol gains were reinvested. Total returns reflect Money Map Advisors management fee of .75%. Money Map Advisors, LLP Management Fee varies from .50% to .75%. Current performance may be higher or lower than quote performance quoted. Unlike an actual performance record, these performance results do not reflect the impact a client’s economic circumstances might have had on the investment adviser’s decision making if the investment adviser were managing a client’s money. Investors should not consider this data as an indication of future performance. Actual portfolio allocation may differ significantly from model portfolio allocation. A benchmark is a standard used for comparative purposes. Typically indices are used as benchmarks. By design, indices contain investments that share certain characteristics and the index is used as a proxy for that sector of the market. Characteristics may include but are not limited to market size, liquidity, industry grouping, and geography among other factors. See benchmark information below: S & P 500 Index: The S & P 500 is market-value weighted index; each stock's weight in the index is proportionate to its market value. The 500 stock are chosen for market size, liquidity and industry grouping, among other factors. The S&P 500 is designed to be a leading indicator of U.S. equities and is commonly used as a proxy for the overall market. It is meant to reflect the risk/return characteristics of the large-cap universe. Russell 2000 Index: The Russell 2000 Index measuring the performance of the 2,000 smallest companies in the Russell 3000 Index, which is made up of 3,000 U.S. companies with the largest market capitalization. The Russell 2000 Index is commonly used as a benchmark for small capitalization stock and portfolios. MSCI EAFE Index: The MSCI EAFE Index is market capitalization weighted index; each security’s weightin the index is proportionate to its market capitalization. The index is designed to be a proxy for the developed markets outside of North America; it includes countries in Europe, Australasia, and Far East. The index targets coverage of 85% of the market capitalization of the 21 equity markets that are a part of the index. The MSCI EAFE Index is commonly used as a benchmark for non U.S. components of portfolios. Lehman Aggregate Bond Index: The Lehman Aggregate Index includes investment-grade fixed income securities in the U.S. including government, corporate, and international dollar-denominated bonds, as well as mortgage-backed and asset-backed securities, all with maturities of more than 1 year. |