The KLD Small-Mid Cap Social^SM Index (SMSI) is a diversified and comprehensive representation of the U.S. small cap and mid cap equity market available to investors seeking to integrate environmental, social and governance (ESG) criteria into their investment strategies. The SMSI holds companies with the highest ESG rankings in each sector of the small cap and mid cap U.S. equity market. To reduce the systematic risk introduced by the selection process, the SMSI is designed to approximate the sector weights of the underlying market based on sector weighting targets. The SMSI is one of two composite indexes in the KLD Broad Market Social Index (BMSI) series. The SMSI is comprised of the constituents of the KLD Small Cap Social Index (SCSI) and the KLD Mid Cap Social Index (MCSI).

The SMSI offers a diversified benchmark for measuring the risk and return characteristics of small-mid cap U.S. portfolios that incorporate ESG performance into the equity selection process.

For Information on KLD's Small-Mid Cap Social Index Analytics, Licensing and Redistribution contact Indexes@kld.com.