Index Resources
For financial professional use only. Find out more about our Growth Pathway® index strategies from well-known investment managers.
The S&P 500 is widely regarded as the best single gauge of large-cap U.S. equities. The index includes 500 leading companies and covers approximately 80% of available market capitalization.
- Widely regarded as the best single gauge of Large Cap U.S. Equities.
- 500 leading companies represent approximately 80% of available market capitalization.
The Invesco NASDAQ 100 ETF (Fund) is based on the NASDAQ-100 Index (Index). The Fund will invest at least 90% of its total assets in the securities that comprise the Index. The Index includes securities of 100 of the largest domestic and international nonfinancial companies listed on Nasdaq. The Fund and Index are rebalanced quarterly and reconstituted annually.
- Tracks the Nasdaq-100® Index.
- Largest non-financial companies listed on the Nasdaq.
Delaware Life has the only FIA that offers the Invesco QQQ ETF as an index option. Our index business is issued referencing returns calculated using market prices and excluding any income generated from dividends, interest, or capital gains distributions. Note that data on the Invesco website references total returns calculated on a NAV basis, and therefore does not precisely reflect the offerings provided by Delaware Life.
The Index is a next-generation balanced strategy that dynamically adjusts its asset allocation between different equity and bond markets. This is designed to maximize expected compounded returns while setting parameters for the maximum acceptable decline.
- Markets Leaders Indicator utilizes options prices information across global markets.
- Seeks to minimize exposure to potential market declines while increasing exposure to potential upside risk.
The Index portfolio is comprised of between 200 and 250 stocks sourced from 10 actively managed Franklin Templeton mutual funds that represent a diverse set of U.S. equity strategies. To limit drawdown during volatile periods, the Index actively monitors market sentiment and adjusts its net equity exposure daily by taking a tactical short position in the SPDR S&P 500 ETF. In addition, the Index has a mechanism in place to diversify with 10Y Treasuries depending on the current rate environment.
- Core focus on Quality, Value and Momentum Factors.
- SG Sentiment Indicator dials down equity risk in bearish periods.
- Second layer of protection with dynamic bond position only when expected to provide diversification benefit.
- 8% annualized volatility target.
Creates a diversified portfolio by combining U.S. stocks selected based on the Capital Strength investment philosophy with a portfolio of four Barclays U.S. Treasury futures indices. The Index seeks to enhance return and manage risk exposure by adjusting the asset allocation monthly, and by maintaining its annual volatility level at or below 10%.
Fundamental