Cache Long/Short enables you to select from multiple benchmark themes such as Broad Market, International, Growth, Value, and even Fixed Income (Bonds). During setup, you may choose to customize your Cache Long/Short strategy by allocating across multiple benchmarks so your portfolio’s exposure is blended, if that aligns with your investment goals.
As of August 2026, available Cache Long/Short benchmarks are as follows:
Broad Market
Total US Stock Market – Morningstar US Total Market Index
S&P 500 – large-cap US equities weighted by market cap
Russell 1000 – 1,000 largest US companies by market cap
Growth
S&P 500 Growth – growth-tilted subset of the S&P 500 by sales growth, earnings, and momentum
Large Cap Growth – Morningstar US Large Cap Growth Index
Value
Large Cap Value – Morningstar US Large Cap Value Index
International
Nasdaq Brooklyn ADR – tracks US-listed depositary receipts of international companies
Morningstar Global Large Cap ADR – Morningstar Global Markets ex-US Large Cap ADR Index, broad international exposure via US-listed ADRs
Fixed Income
iShares Core U.S. Aggregate Bond ETF – tracks the Bloomberg US Aggregate Bond Index
Vanguard Total Bond Market ETF – tracks the Bloomberg US Aggregate Float Adjusted Index
iShares 1-5 Year Investment Grade Corporate Bond ETF – tracks the ICE BofA 1-5 Year US Corporate Index, short-duration investment-grade corporate bonds
Nuveen High Yield Corporate Bond ETF – tracks the ICE BofA BB-B U.S. Cash Pay High Yield Constrained Index, below-investment-grade corporate bonds
Brooklyn Indexing is a trade name of Nuveen Asset Management, LLC.