S&P Dow Jones Indices Announce a Change to the Dow Jones U.S. Style Methodology

New York, NY, August 21, 2014: S&P Dow Jones Indices today announced a methodology change for the annual rebalancing procedures for the Dow Jones U.S. Style Indices. Beginning with the September 2014 reconstitution, S&P Dow Jones Indices will change one of the measures used to determine a stock’s style classification. Trailing Revenue Growth, which is the revenue growth from the prior five years, will replace trailing price to earnings. The Dow Jones U.S. Style Indices categorize stocks by investment style. A comprehensive, six-factor model is used to determine whether a stock is “growth” or “value”. Stocks determined to be style-neutral are excluded from the indices. For additional details please refer to the Dow Jones Global Indices methodology available at www.djindexes.com.

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