Overview

Dow Jones Relative Risk Indices are total-portfolio indices that allow investors to evaluate the returns on their portfolios considering the amount of risk they have taken. The family includes global and U.S. indices for five risk profiles—aggressive, moderately aggressive, moderate, moderately conservative and conservative. These profiles are defined based on incremental levels of potential risk relative to the risk of an all-stock index.

Dow Jones Relative Risk Indices

The Dow Jones Relative Risk Index family includes global and U.S. indices for five risk profiles.

Global Series

% of All-Stock
Portfolio Risk

Dow Jones Aggressive Index 100%
Dow Jones Moderately Aggressive Index 80%
Dow Jones Moderate Index 60%
Dow Jones Moderately Conservative Index 40%
Dow Jones Conservative Index 20%

U.S. Series

% of All-Stock
Portfolio Risk

Dow Jones U.S Aggressive Index 100%
Dow Jones U.S. Moderately Aggressive Index 80%
Dow Jones U.S. Moderate Index 60%
Dow Jones U.S. Moderately Conservative Index 40%
Dow Jones U.S. Conservative Index 20%

 

Each Dow Jones Relative Risk Index is made up of composite indices representing the three major asset classes: stocks, bonds and cash. The asset class indices are weighted differently within each relative risk index to achieve the targeted risk level. The weightings are rebalanced monthly to maintain these levels.

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