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Calculated By
Markit

KLD BMS Index

The KLD Broad Market SocialSM Index (BMSI) is a float-adjusted market capitalization weighted index. By capturing the best environmental, social and governance (ESG) performers in each sector of the Russell 3000 and approximating sector diversification of the Russell 3000, KLD seeks to make the BMSI a complete and balanced ESG screened performance benchmark and investment universe. The BMSI holds a subset of companies from the Russell 3000® Index, which represents 98% of the capitalization of the US equity market.

For Information on KLD Broad Market Social Index Analytics, Licensing and Redistribution contact Indexes@kld.com.

Indexes are unmanaged and cannot be invested in directly. KLD has contracted with Markit to maintain and calculate the Index. Markit shall have no liability for any errors or omissions in calculating the Index.

The Russell 3000® Index is a trademark of Russell Investment Group. Use of the Russell 3000® Index as the universe for the BMSI in no way suggests or implies an opinion by Russell Investment Group as to the attractiveness of the KLD Index or of the investment in any or all of the securities upon which the Russell Index or the KLD Index are based.

 
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