March 26, 2023

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Index Definitions

S&P 500 Index: The Typical & Poor’s (S&P) 500 Index tracks the overall performance of 500 extensively held, significant-capitalization US stocks.

Hazard Concerns

Equity securities may fluctuate in response to information on businesses, industries, marketplace circumstances and standard economic natural environment.

The benefit of set income securities will fluctuate and, on a sale, could be value extra or fewer than their authentic charge or maturity worth. Bonds are matter to curiosity rate hazard, phone chance, reinvestment danger, liquidity hazard, and credit hazard of the issuer.

High yield bonds (bonds rated below investment quality) may have speculative traits and current significant hazards over and above individuals of other securities, like greater credit rating hazard, cost volatility, and limited liquidity in the secondary marketplace. Substantial generate bonds ought to comprise only a minimal portion of a well balanced portfolio.

Providers paying dividends can minimize or slice payouts at any time.

Asset allocation and diversification do not assure a income or shield versus reduction in declining money marketplaces.

Investing in little- to medium-sized businesses entails particular pitfalls, these types of as restricted solution strains, marketplaces and money methods, and better volatility than securities of greater, a lot more established businesses.

For the reason that of their narrow focus, sector investments tend to be far more volatile than investments that diversify across many sectors and providers. Technology shares may be primarily risky. Dangers applicable to providers in the electricity and pure methods sectors contain commodity pricing chance, supply and demand chance, depletion danger and exploration risk. Wellness care sector shares are topic to federal government regulation, as effectively as government acceptance of merchandise and providers, which can substantially impression price tag and availability, and which can also be substantially impacted by fast obsolescence and patent expirations.

The indices are unmanaged. An investor cannot devote right in an index. They are revealed for illustrative needs only and do not symbolize the effectiveness of any particular financial commitment.

The indices selected by Morgan Stanley Prosperity Administration to evaluate overall performance are consultant of broad asset courses.  Morgan Stanley Wealth Management retains the right to modify representative indices at any time.


Morgan Stanley Prosperity Management is the trade title of Morgan Stanley Smith Barney LLC, a registered broker-vendor in the United States. This content has been ready for informational functions only and is not an provide to invest in or provide or a solicitation of any supply to obtain or offer any safety or other economical instrument or to participate in any investing technique.  Past functionality is not necessarily a information to foreseeable future effectiveness.

Morgan Stanley Smith Barney LLC, its affiliates and Morgan Stanley Economical Advisors do not give legal or tax information.  Just about every customer really should always seek advice from his/her particular tax and/or lawful advisor for information about his/her personal condition and to study about any likely tax or other implications that may outcome from performing on a distinct suggestion.

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