Index Allocator

• Custom Allocation
• Benchmark Selection
• Customize Proposal

Allocation Selection

Choose indices below to create your own custom hypothetical asset allocation. Based on the inception date of the indices chosen, hypothetical performance shown may include a combination of actual performance and hypothetical back-tested data. Any performance data shown prior to the inception date of the indices was not calculated in real time by an independent calculation agent.

Investment Dollars

Starting Year Max 2007 2006 2005 2004 2003 2002 2001 2000 1999 1998 1997 1996 1995 1994 1993 1992

Rebalance Annual None

View by Style grouping Index name

Percent (%) Dollars ($) Index Name (Expand all)

Domestic Equity 

Broad Market 

CPMKTS - The Capital Markets Index (Balanced)

Russell 3000® Index (All-Cap Blend)

Domestic Equity Income 

Benchmarks by Design High Income Index (Mid Value)

Claymore CEF Index SM (Moderate Allocation)

Dow Jones U.S. Select Dividend Index (Large Value)

Zacks Dividend Rotation Index (All-Cap Value)

Zacks Yield Hog Index (Large Value)

Market Capitalization/Style 

Large Cap 

Great Companies Large-Cap Growth Index (Large Growth)

Ocean Tomo 300® Patent Growth Index (Large Growth)

Ocean Tomo 300® Patent Index (Large Blend)

Russell 1000® Growth Index (Large Growth)

Russell 1000® Value Index (Large Value)

S&P 500® Index (Large Blend)

Mid Cap 

Zacks Mid-Cap Core Index (Mid Blend)

Small/Micro Cap 

Russell 2000® Index (Small Blend)

Sabrient Stealth Index (Small Blend)

Sector 

Dow Jones Wilshire REIT Index (Mid Blend)

Morningstar Information Super Sector Index (Large Growth)

Morningstar Manufacturing Super Sector Index (Large Blend)

Morningstar Services Super Sector Index (Large Blend)

Zacks Sector Rotation Index (Large Blend)

Specialty 

Clear Spin-Off Index (Mid Blend)

Sabrient Defensive Equity Index (Large Value)

Sabrient Insider Sentiment Index (Mid Blend)

International/Global 

Developed 

MSCI EAFE Index® (Foreign Large Blend)

Robeco Developed International Equity Index (Foreign Large Blend)

Zacks Country Rotation Index (Foreign Large Blend)

Emerging 

AlphaShares China Small Cap Index (China Stock)

Bank of New York Mellon BRIC Select ADR Index (Foreign Large Blend)

Bank of New York Mellon New Frontier DR Index (Foreign Large Blend)

MSCI Emerging Markets Index SM (Foreign Large Blend)

International/Global Equity Income 

Dow Jones Global Select Dividend Index (Foreign Large Value)

Zacks International Yield Hog Index (Foreign Large Value)

Sector 

AlphaShares China Real Estate Index (China Stock)

Clear Global Exchanges, Brokers & Asset Managers Index (World Stock)

Clear Global Timber Index (World Stock)

Dow Jones Wilshire Global Ex-U.S. Real Estate Securities Index (Foreign Large Blend)

MAC Global Solar Energy Index (World Stock)

S&P Global Water Index (World Stock)

Sustainable Canadian Energy Income Index (Canadian Stock)

Fixed Income/Cash Equivalent 

CMPKTL - The Capital Markets Liquidity Index (Micro-Term Bond)

CPMKTB - The Capital Markets Bond Index (Aggregate Bond)

Lehman Brothers U.S. Aggregate Index (Aggregate Bond)

Lehman Brothers U.S. Treasury Bill Index (1-3 Month Component) (Cash)

Commodity 

Dow Jones-AIG Commodity Index (Broad Commodity)

Total

Percent (%) Dollars ($) Index Name

AlphaShares China Real Estate Index (China Stock)

AlphaShares China Small Cap Index (China Stock)

Bank of New York Mellon BRIC Select ADR Index (Foreign Large Blend)

Bank of New York Mellon New Frontier DR Index (Foreign Large Blend)

Benchmarks by Design High Income Index (Mid Value)

Claymore CEF Index SM (Moderate Allocation)

Clear Global Exchanges, Brokers & Asset Managers Index (World Stock)

Clear Global Timber Index (World Stock)

Clear Spin-Off Index (Mid Blend)

CMPKTL - The Capital Markets Liquidity Index (Micro-Term Bond)

CPMKTB - The Capital Markets Bond Index (Aggregate Bond)

CPMKTS - The Capital Markets Index (Balanced)

Dow Jones Global Select Dividend Index (Foreign Large Value)

Dow Jones U.S. Select Dividend Index (Large Value)

Dow Jones Wilshire Global Ex-U.S. Real Estate Securities Index (Foreign Large Blend)

Dow Jones Wilshire REIT Index (Mid Blend)

Dow Jones-AIG Commodity Index (Broad Commodity)

Great Companies Large-Cap Growth Index (Large Growth)

Lehman Brothers U.S. Aggregate Index (Aggregate Bond)

Lehman Brothers U.S. Treasury Bill Index (1-3 Month Component) (Cash)

MAC Global Solar Energy Index (World Stock)

Morningstar Information Super Sector Index (Large Growth)

Morningstar Manufacturing Super Sector Index (Large Blend)

Morningstar Services Super Sector Index (Large Blend)

MSCI EAFE Index® (Foreign Large Blend)

MSCI Emerging Markets Index SM (Foreign Large Blend)

Ocean Tomo 300® Patent Growth Index (Large Growth)

Ocean Tomo 300® Patent Index (Large Blend)

Robeco Developed International Equity Index (Foreign Large Blend)

Russell 1000® Growth Index (Large Growth)

Russell 1000® Value Index (Large Value)

Russell 2000® Index (Small Blend)

Russell 3000® Index (All-Cap Blend)

S&P 500® Index (Large Blend)

S&P Global Water Index (World Stock)

Sabrient Defensive Equity Index (Large Value)

Sabrient Insider Sentiment Index (Mid Blend)

Sabrient Stealth Index (Small Blend)

Sustainable Canadian Energy Income Index (Canadian Stock)

Zacks Country Rotation Index (Foreign Large Blend)

Zacks Dividend Rotation Index (All-Cap Value)

Zacks International Yield Hog Index (Foreign Large Value)

Zacks Mid-Cap Core Index (Mid Blend)

Zacks Sector Rotation Index (Large Blend)

Zacks Yield Hog Index (Large Value)

Total

Benchmark Selection

Wondering how your allocation compares against a market benchmark? You can create your own custom benchmark or select from a list of standard benchmarks. Including the custom benchmark option, you can choose up to two benchmarks.

Create a custom benchmark

Select this option to create and
customize your own benchmark

(Change...)

Dow Jones Global Select Dividend Index
Dow Jones U.S. Select Dividend Index
Dow Jones Wilshire Global Ex-U.S. Real Estate Securities Index
Dow Jones Wilshire REIT Index
Dow Jones-AIG Commodity Index
Lehman Brothers U.S. Aggregate Index
Lehman Brothers U.S. Treasury Bill Index (1-3 Month Component)
MSCI EAFE Index®
MSCI Emerging Markets Index SM
Russell 1000® Growth Index
Russell 1000® Value Index
Russell 2000® Index
Russell 3000® Index
S&P 500® Index

Customize Your Output

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Important: Past performance is no guarantee of future results. The Index Allocator was designed to assist investors and their financial advisors in evaluating and comparing asset allocation strategies. The hypothetical portfolio strategy generated should be used as a general example of how the different asset allocations may perform and the general risks associated with those allocations. Indices are unmanaged portfolios of securities and their performance, as a group, is typically used to measure investment results. Indices do not include expenses, fees and sales charges that an investor would incur with such investments as an open-end mutual fund, exchange-traded fund, closed-end fund, or unit investment trust. Therefore, individual index returns and the combined index strategy returns would have a higher return than what an investor would actually experience. It is not possible to invest directly in an index. This illustration is not meant to represent any Claymore products.

Claymore Securities, Inc. For questions or assistance, call 1-888-949-3837.

The information on this website is intended for U.S. residents only. The information provided does not constitute a solicitation of an offer to buy, or an offer to sell securities in any jurisdiction to any person to whom it is not lawful to make such an offer. All rights reserved. The Claymore logos and "Claymore Securities, Inc." are protected under various U.S. Trademark Registrations.

Copyright © 2008 Claymore Securities, Inc.