IMPORTANT RISK DISCLOSURES
Investors should consider how the combined risks impact their total investment portfolio and understand that different risks can lead to varying financial consequences, including loss of principal.
*Magnificent 7 refers to Apple, Microsoft, Alphabet, Amazon, NVIDIA, Tesla and Meta as the largest market cap stocks.
Latest month end data as of December 31, 2024. Source for market events: Russell Investments. Illustration purposes only.
Market cycle returns calculated using Ibbotson U.S. Equity Total Return Index from 1971–1978 and Russell 3000® Index from 1979 to 2024.
Indexes are unmanaged and cannot be invested in directly.
Any past performance is not necessarily a guide to future performance.
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