(1) History includes time at predecessor firms.
(2) BlackRock, Bloomberg, concentration data as of March 31, 2025. Past performance is not indicative of future results. All performance and figures are based on the S&P 500 index. An index is unmanaged and one cannot invest directly in an index.
(3) “Ranked: These Are the Largest Bond Markets in the World.” World Economic Forum, April 17, 2023. https://www.weforum.org/stories/2023/04/ranked-the-largest-bond-markets-in-the-world/.
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