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Past performance and yield may not be a reliable guide to future performance. Current performance may be higher or lower than the performance quoted.
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The Bloomberg Barclays U.S. Aggregate Bond Index provides a measure of the U.S. investment grade bond market, which includes investment grade U.S. Government bonds, investment grade corporate bonds, mortgage pass-through securities and asset-backed securities that are publicly offered for sale in the United States with at least 1 year remaining to maturity.
The Bloomberg Barclays U.S. Aggregate Treasury Bond Index provides a measure of the public obligations of the U.S. Treasury.
The Bloomberg Barclays Municipal Bond Index provides a measure of the broad market for investment grade, tax-exempt bonds with a maturity of at least one year.
The Bloomberg Barclays Corporate BB+ Bond Index provides a measure of a wide spectrum of corporate industries with bonds having at least one year to maturity. Security ratings include those rated BB+ and greater.
The Bloomberg Barclays U.S. High Yield Corporate Bond Index represents the universe of fixed rate, non-investment grade debt,
* Zulu, Emily. “Number of Active CFP Professionals Reaches All-Time High.” ThinkAdvisor. https://www.thinkadvisor.com/2016/09/06/number-of-active-cfp-professionals-reaches-all-tim/?slreturn=20180624110157. Accessed 24 July 2018.
** CFP Board. “CFP Professional Demographics.” https://www.cfp.net/news-events/research-facts-figures/cfp-professional-demographics. Accessed 24 July 2018.