THE BALANCED GROWTH DISCLOSURES MUST DESCRIBE THE BENCHMARK REBALAN...
5. The Balanced Growth Disclosures must describe the benchmark rebalancing process. Composite includes large- capitalization equity and taxable fixed income securities. The Balanced Yes Growth Composite is measured against a benchmark composed of 60 percent S&P 500
®
Equity NoIndex and 40 percent Lehman Brothers®
Government/Credit Index. Information about rebalancing of the benchmark is available upon request. 2006 Level III Guideline Answers Morning Session - Page 24Question: 9 Topic: Asset Valuation – Fixed Income Valuation Minutes: 14 Reading References: