What can we help you with?
How are professional motifs built and how are securities selected?
For details on how we built a particular motif portfolio, go to the Overview page of the motif and click the “How We Built This Motif” link.
In an Direct Index account, your funds are invested in the underlying stocks of the index, such as the Motif 500. The Motif 500 index is designed to measure the market performance of U.S. stocks trading on U.S. exchanges. The index captures the performance of the top 500 largest market cap companies and is weighted by a float-adjusted market cap.