Index symbols start with '$'. You can use indexes:
- in the Compare function
- as a portfolio asset, for example to build a blended benchmark
Kwanti provides a curated list of indices from major providers. To display the full list, type '$' in the ticker entry box
These indexes may be useful to use as benchmarks for balanced portfolios:
|$BLEND10||Blend US 10% stocks 90% bonds|
|$BLEND20||Blend US 20% stocks 80% bonds|
|$BLEND30||Blend US 30% stocks 70% bonds|
|$BLEND40||Blend US 40% stocks 60% bonds|
|$BLEND50||Blend US 50% stocks 50% bonds|
|$BLEND60||Blend US 60% stocks 40% bonds|
|$BLEND70||Blend US 70% stocks 30% bonds|
|$BLEND80||Blend US 80% stocks 20% bonds|
|$BLEND90||Blend US 90% stocks 10% bonds|
|stocks: S&P500 TR ($SPXTR)
bonds: Barclays US Aggregate Bond Index ($BCAGG)
*These blends are updated monthly.
You can also build your own blends.
Target Risk Indexes
Asset allocation funds have unique properties that distinguish them from single asset-class index funds. Due to these properties, evaluating and benchmarking a target risk fund can be complex. To address this issue, the Morningstar Target Risk Index family provides an objective yardstick for performance comparisons that specifically caters to the needs of target risk investors.
|Symbol||Name||Global Equity Exposure||Global Bond Exposure|
Morningstar Conservative Target Risk
Morningstar Moderately Conservative Target Risk
Morningstar Moderate Target Risk
|$MSTRMA||Morningstar Moderately Aggressive Target Risk||80%||20%|
Morningstar Aggressive Target Risk
|See further detail here.
Whenever available, indexes are presented in their total return version. In a total return index, the dividends from securities in the index are reinvested. Total return indexes are preferable for benchmark purposes because they are a better representation of the total income (capital gain as well as income).
If an index is not available in Kwanti
If an index is not supported in Kwanti, you can use a proxy ETF. We recommend using the Screener to help identify such ETF.