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BlackRock Equity Index T

Release Date: 12-31-2021 BlackRock Equity Index T ..BenchmarkOverall Morningstar Rating Morningstar ReturnMorningstar RiskRussell 1000 TR USDQQQQQHighAverageOut of 1244 Large Blend investments. An investment's overall Morningstar Rating, based on its risk-adjusted return, is aweighted average of its applicable 3-, 5-, and 10-year Ratings. See disclosure page for InformationInvestment Objective & StrategyThe fund is an " Index fund " that seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of its Underlying Index (defined below).The fund is a collective investment trust maintained and managed by BlackRock Institutional Trust Company, ("BTC").

The Fund is an "index fund" that seeks investment results ... US stock market in size, growth rates and price. Stocks in the ... Morningstar Equity Style Box™ as of 09-30-21 % Market Cap Large Mid Small Value Blend Growth Giant 50.93

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MEDIA STATEMENT

www.troweprice.com

The affected strategies are US Capital Appreciation, US Mid-Cap Growth Equity, US Small -Cap Core Equity (U.S. mutual fund name is the T. Rowe Price Small -Cap Stock Fund), US Small-Cap Value Equity, US Smaller Companies Equity, and US High Yield Bond.

  Capital, Fund, Recip, Appreciation, Rowe, Rowe price, Capital appreciation

Mutual Fund Qualified Charitable Distribution—IRA

www.troweprice.com

A check(s) will be made payable to the qualifying charity(ies) and mailed directly to the charity address(es). If an address is not provided, the check will be mailed to your address of record. Failure to provide the total check amount for each receiving organization will result in equal allo-cation among the listed organizations.

  Organization, Distribution, Fund, Mutual, Qualified, Qualifying, Charitable, Mutual fund qualified charitable distribution ira

Ownership Change - T. Rowe Price

www.troweprice.com

owner(s) wish to change the beneficiary designation, they must complete a Beneficiaries—Transfer on Death form and a New Account form. A death certificate may be needed. See the Ownership Change Due to Life Events guide. 3 Mutual Fund Accounts 3A Originating Account Check one: Ownership change of all accounts with the same ownership.

  Guide, Change, Ownership, Ownership change

Mutual Fund Transfer - T. Rowe Price

www.troweprice.com

Liquidating a CD prior to maturity may result in an early withdrawal penalty. In order to transfer at the maturity date, this form must be received 15–30 days prior to maturity. B: Liquidation—Transfer Dollar Amount or Number of Partial Shares Listed Below: 1. Investment Name Account Number/Plan ID: Dollar

  Transfer, Liquidating

2022 U.S. RETIREMENT MARKET OUTLOOK RETIRE WITH C …

www.troweprice.com

Retirement Market Outlook—and the three themes we have identified as shaping the retirement landscape in 2022 and beyond—provide yet another example of this phenomenon. The events of the past two years have either accelerated the shifts within these themes or shined a spotlight upon them. How the retirement industry —ranging

  Market, Outlook, Market outlook

2020 ANNUAL REPORT - T. Rowe Price

www.troweprice.com

Diversity, Equity, and Inclusion in the Spotlight ... § Report data on diversity of the employee population and greenhouse gas emissions (including material scope 3 emissions). ... catalyst for considering environmental, social and governance factors in the investment process.

  Report, Equity, Catalysts

T. Rowe Price College Savings Plan Customer Account …

www.troweprice.com

Account from a prior 529 distribution for the same Beneficiary, there have been no other rollovers for the same Beneficiary in the previous 12 months. Any contributions to this Account that are rollovers from a Coverdell Education Savings Account, a qualified U.S. savings bond, or a prior 529 plan distribution will be disclosed as such and the

  College, Savings, College savings

Employer-Sponsored Retirement Plan Participant Account

www.troweprice.com

(7) Custodial Account Agreement or, for Individual 401(k) plans, I have accessed the T. Rowe Price Individual 401(k) Plan Basic Plan Document and I agree to the terms and conditions set forth in the governing documents for my plan type and this form, and I establish this account pursuant to such terms and conditions.

  Form, Individuals, Account, Employers, Sponsored, Participant, Account participant, Employer sponsored

T. ROWE PRICE INVESTMENT SERVICES, INC. FORM CRS

www.troweprice.com

Firm Brochure (“TRPAS Firm Brochure”) and the T. Rowe Price Retirement Advisory Service Part 2A of Form ADV Brochure (“ TRP Retirement Advisory Service Brochure ”). If you enroll in our discretionary advisory services, you will open a brokerage account with our affiliate, T. Rowe Price Investment

  Form, Part, Brochure, Part 2a, Form adv brochure

Beneficiaries — Transfer on Death

www.troweprice.com

Beneficiaries are listed on a per capita basis. If you are naming beneficiaries for an account held by joint owners with rights of survivorship, the beneficiary designation will carry over to

  Beneficiaries

Related documents

Mid-Cap Equity Index Fund Profile - New York City

www1.nyc.gov

The Mid-Cap Equity Index Fund will invest primarily in medium-sized domestic companies listed on U.S. stock exchanges. Due to the allowance of some latitude in stock valuations, up to 25% of the Mid-Cap Equity Fund may be invested in small capitalization or large capitalization securities. Fees: NYCDCP Fee versus Institutional Fund Fee

  York, New york city, City, Index, Small, Equity, Fund, Stocks, Cap equity index fund

Vanguard Total International Stock Index Fund ...

www.ohio457.org

Fund Rank Percentile 52 35 34 54 Out of # of Investments 770 691 591 397 Portfolio Analysis Composition as of 09-30-21 % Assets U.S. Stocks 0.67 Non-U.S. Stocks 98.93 Bonds 0.00 Cash 0.30 Other 0.11 Morningstar Equity Style Box™ as of 09-30-21 % Mkt Cap Large Mid Small Size Value Blend Growth Style Giant 44.55

  Small, Fund, Stocks, Mid small

Total Stock Market ETF - Institutional home

institutional.vanguard.com

Vanguard Total Stock Market ETF VTI As of December 31, 2021 Investment approach •Seeks to track the performance of the CRSP US Total Market Index. •Large-, mid-, and small-cap equity diversified across growth and value styles. •Employs apassively managed, index-sampling strategy. •The fund remains fully invested.

  Market, Small, Total, Fund, Vanguard, Stocks, Vanguard total stock market etf

SandP 500 ETF

advisors.vanguard.com

Mid Large Small Blend Investment style Market capitalization Growth Central tendency Expected range of fund holdings Quick facts Benchmark S&P 500 Index Expense ratio 1 0.03% Dividend schedule Quarterly ETF total net assets $279,850 million Fund total net assets $856,081 million Inception date September 7, 2010 Trading information Ticker symbol VOO

  Small, Fund

VanguardTarget Retirement 2030 Fund

institutional.vanguard.com

allocation of fund assets will cause the fund to underperform other funds with asimilar investment objective. Investments in Target Retirement Funds are subject to the risks of their underlying funds. The year in the fund name refers to the approximate year 2030 when an investor in the fund would retire and leave the workforce.

  Fund, 2003, Retirement, Vanguardtarget, Vanguardtarget retirement 2030 fund

Mid-Cap Growth Equity Fund

www.blackrock.com

The fund was rated against the following numbers of U.S.-domiciled Mid-Cap Growth funds over the following time periods: 538 in the last 3 years, 491 in the last 5 years and 380 in the last 10 years. With respect to these Mid-Cap Growth funds, the fund received a Morningstar Rating of 4, 5 and 5 stars for the 3-, 5- and 10-year periods ...

  Fund

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Cap Equity Index Fund, New York City, Stock, Fund, Small, Mid Small, Vanguard Total Stock Market ETF, VanguardTarget Retirement 2030 Fund