National Defense Price Return Index

The Motif Capital National Defense Price Return Index (the “Index”):

  • Provides exposure to stocks of certain companies concentrated in the aerospace and defense, construction and engineering, construction machinery and heavy trucks, IT consulting and other services, electronic equipment and instruments, and communications equipment sub-industries that may benefit from increased defense-related spending by the United States and foreign governments.

Top Constituents

As of September 29, 2017

Company NameSegmentsTicker
Boeing Co/TheAircrafts & ComponentsBA
Raytheon BDiversified ContractorsRTN
Northrop Grumman CorpDiversified ContractorsNOC
Lockheed Martin CorpDiversified ContractorsLMT
General DynamicsDiversified ContractorsGD
Harris CorpCommunicationsHRS
United Technologies CorpAircrafts & ComponentsUTX
L3 Technologies IncCommunicationsLLL
Huntington Ingalls IndustriesShips and SubmarinesHII
Rockwell Collins IncCommunicationsCOL

An investment in the companies identified by the National Defense theme or in financial products linked to such theme should only be made after a review of such companies or products, including a review of the risks associated with such companies or products.

Index Return

National Defense Price Return Index

Base Date: June 1, 2016, return data prior to June 1, 2016 for the Index is based on hypothetical performance data derived using the Index rules as of June 1, 2016, but applied retroactively using historical stock and money market position levels. You should not take the hypothetical return data of the Index as an indication of the future performance of the Index. Past performance is no guarantee of future results and may be lower or higher than current performance. Investing in financial products involves risks to be considered prior to making any investment decision. An investment in a financial product linked to the Index should only be made after a review of companies included in the Index and such financial product linked to the Index, including a review of the risks associated with such companies or product. Past performance is no guarantee of future results.

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