The Robo-Stox Global Robotics and Automation Index: Bloomberg Tickers

The ROBO-STOXTM Global Robotics and Automation Index
ROBO-STOXTM INDICES
The ROBO-STOXTM Global Robotics and Automation Index is designed to measure the performance of robotics-related
Bloomberg Tickers and/or automation-related companies. The index is comprised of companies in the rapidly developing global robotics and
automation industry, with operations in over 15 different countries around the world and listings on multiple foreign and
domestic exchanges.
Price Return ROBO
Total Return ROBOTR Index Methodology
The Index Committee, a team of robotics experts and index analysts, maintains the index. The goal of the Index Committee is
to ensure that the index remains a leading indicator of the robotics and automation market.
Index components are selected from a proprietary database of robotics and automation companies that derive a portion
Web of revenues from robotics-related and/or automation-related products and/or services, as determined solely by the ROBO-
www.robostox.com STOXTM Index Committee.
The Index generally consists of a mix of “bellwether” stocks, securities which the Index Committee believes are indicative of
the performance of Robotics and Automation Companies as a whole, and “non-bellwether” stocks, securities of companies
that have a distinct segment of their business involved in robotics-related and/or automation-related products and/or
services, that the Index Committee believes will drive higher revenues as such products and/or services expand.
Email
Index components are generally weighted 40% bellwether stocks and 60% non-bellwether stocks at the time of the Index
info@robostox.com rebalance. The Index is rebalanced and additions are made quarterly. Deletions from the Index may be made at any time
due to changes in business, mergers, acquisitions, bankruptcies, suspensions, de-listings and spin-offs, or for other reasons
as determined at the sole discretion of the Index Provider.
All ROBO-STOXTM Global Robotics and Automation Index components must also be components of the S&P Global Broad
C A L C U L AT E D B Y
Market Index.
Robotics Exposure - Number of companies in The Index with considered revenue
6
20
Vision systems providers
Industrial robot manufacturers
7
Defense & space robots
8
15 Healthcare robot makers
Component manufacturers
10
Miscellaneous
• 3D printer makers
• Chip makers
11 • Consumer robots
Unmanned & mobile robot makers • Integrators
• Software & systems
10 Year Historical Performance ROBO ROBOTR
900
900
800
800
700
700
600
600
500
500
400
400
300
300
200
200
100
100
00
12/31/02
10/31/03
12/31/03
10/31/04
12/31/04
2/28/05
4/30/05
6/30/05
8/31/05
10/31/05
12/31/05
10/31/06
12/31/06
2/28/07
4/30/07
6/30/07
8/31/07
10/31/07
12/31/07
2/29/08
4/30/08
6/30/08
8/31/08
10/31/08
12/31/08
2/28/09
4/30/09
6/30/09
8/31/09
10/31/09
12/31/09
10/31/10
12/31/10
2/28/11
4/30/11
6/30/11
8/31/11
10/31/11
12/31/11
10/31/12
12/31/12
2/28/03
4/30/03
6/30/03
8/31/03
2/29/04
4/30/04
6/30/04
8/31/04
2/28/06
4/30/06
6/30/06
8/31/06
2/28/10
4/30/10
6/30/10
8/31/10
2/29/12
4/30/12
6/30/12
8/31/12
2/28/13
4/30/13
6/30/13
12/31/02
2/28/03
4/30/03
6/30/03
8/31/03
10/31/03
12/31/03
2/29/04
4/30/04
6/30/04
8/31/04
10/31/04
12/31/04
2/28/05
4/30/05
6/30/05
8/31/05
10/31/05
12/31/05
2/28/06
4/30/06
6/30/06
8/31/06
10/31/06
12/31/06
2/28/07
4/30/07
6/30/07
8/31/07
10/31/07
12/31/07
2/29/08
4/30/08
6/30/08
8/31/08
10/31/08
12/31/08
2/28/09
4/30/09
6/30/09
8/31/09
10/31/09
12/31/09
2/28/10
4/30/10
6/30/10
8/31/10
10/31/10
12/31/10
2/28/11
4/30/11
6/30/11
8/31/11
10/31/11
12/31/11
2/29/12
4/30/12
6/30/12
8/31/12
10/31/12
12/31/12
2/28/13
4/30/13
6/30/13
Source: ROBO-STOXTM Indices data as of September 30, 2013. Index performance based on total return USD. Charts and graphs are provided for illustrative purposes. Past performance is
no guarantee of future results.
Page 1 of 5
ROBO-STOXTM INDICES
Geographic Breakdown Geographic Breakdown

Bloomberg Tickers
Country # of Companies % of Portfolio 1.3%
Price Return ROBO United States 28 36.4% Middle East (Other)
37.7%
Total Return ROBOTR Japan 19 24.7%
North America
Germany 5 6.5% 33.8%
Taiwan 5 6.5% Asia
Switzerland 4 5.2%
Web
United Kingdom 3 3.9%
www.robostox.com
Sweden 3 3.9%
France 2 2.6%
Netherlands 2 2.6%
Email Hong Kong 1 1.3% 27.3%
info@robostox.com Canada 1 1.3% Europe
Norway 1 1.3%
Finland 1 1.3%
South Korea 1 1.3%
Sector Breakdown
Israel 1 1.3%
77 100.0% 31.6% 4.20%
Information Technology Energy
50.40%
Index Performance
Industrials
Returns 1 month TR 12.832%
3 month TR 12.019%
YTD TR 34.771%
Annualized Returns 1 year TR 47.912%
3 year TR 27.381%
5 year TR 23.565% 4.20%
10 year TR 19.812% Consumer
Standard Deviation 3 year 19.270% Discretionary
5 year 24.632%
Sharpe Ratio 3 year 0.391 9.5%
5 year 0.280 Health Care
Dividend Yield 1.082%
Market Capitalization Breakdown
Index Portfolio Characteristics
Company Size By Market Cap (USD):
37.74% 20.26%
Smallest $284,323,427
Small-Cap Large-Cap
Largest $102,713,788,903
Average $8,068,112,839
Median $2,566,425,444
42.00%
Mid-Cap
Page 2 of 5
ROBO-STOXTM INDICES
Portfolio Holdings
Bloomberg Tickers
Name GICS ® Sector Country Index Weight
Price Return ROBO
Bellwether Companies
Total Return ROBOTR
3D SYSTEMS CORP Information Technology United States 2.22%
ABB LTD Industrials Switzerland 2.22%
AEROVIRONMENT INC Industrials United States 2.22%
COGNEX CORP Information Technology United States 2.22%
Web
FANUC CORP Industrials Japan 2.22%
www.robostox.com FARO TECHNOLOGIES INC Information Technology United States 2.22%
HIWIN TECH CORP Industrials Taiwan 2.22%
INTUITIVE SURGICAL INC Health Care United States 2.22%
IROBOT CORP Consumer Discretionary United States 2.22%
Email KEYENCE CORP Information Technology Japan 2.22%
info@robostox.com KRONES AG Industrials Germany 2.22%
KUKA AG Industrials Germany 2.22%
LINCOLN ELECTRIC HLDGS INC Industrials United States 2.22%
MAKO SURGICAL CORP Health Care United States 2.22%
OCEANEERING INTERNATIONAL Energy United States 2.22%
OMRON CORP Information Technology Japan 2.22%
ROCKWELL AUTOMATION Industrials United States 2.22%
YASKAWA ELEC CORP Information Technology Japan 2.22%
Non-Bellwether Companies
ACCURAY INC Health Care United States 1.02%
AIDA ENGINEERING Industrials Japan 1.02%
AIRTAC INTERNATIONAL GROUP Industrials Taiwan 1.02%
ARCAM AB Industrials Sweden 1.02%
ATMEL CORP Information Technology United States 1.02%
BEIJER ALMA AB Industrials Sweden 1.02%
CARGOTEC CORP Industrials Finland 1.02%
CUBIC CORP Industrials United States 1.02%
DAIHEN CORP Industrials Japan 1.02%
DASSAULT SYSTEMS SA Information Technology France 1.02%
DEERE & CO Industrials United States 1.02%
DELTA ELECTRONICS INC Information Technology Taiwan 1.02%
DENSO CORP Consumer Discretionary Japan 1.02%
E2V TECHNOLOGIES Information Technology United Kingdom 1.02%
ELBIT SYSTEMS LTD Industrials Israel 1.02%
ELEKTA Health Care Sweden 1.02%
EXONE CO Industrials United States 1.02%
FLIR SYSTEMS INC Information Technology United States 1.02%
FORUM ENERGY TECH INC Energy United States 1.02%
FOXCONN TECHNOLOGY CO LTD Information Technology Taiwan 1.02%
FUGRO NV Energy Netherlands 1.02%
HITACHI KOKUSAI EL Information Technology Japan 1.02%
IHI CORPORATION Industrials Japan 1.02%
IMMERSION CORP Information Technology United States 1.02%
JENOPTIK AG Information Technology Germany 1.02%
JOHN BEAN TECHNOLOGIES Industrials United States 1.02%
JOHNSON ELEC HLDGS Industrials Hong Kong 1.02%
KARDEX AG Industrials Switzerland 1.02%
KONGSBERG GRUPPEN Industrials Norway 1.02%
LEONI AG Consumer Discretionary Germany 1.02%
Page 3 of 5
ROBO-STOXTM INDICES
Portfolio Holdings (Continued)

Bloomberg Tickers
Name GICS ® Sector Country Index Weight
Price Return ROBO
MACDONALD DETTWILER & ASSOC Industrials Canada 1.02%
Total Return ROBOTR
MEASUREMENT SPECIALTIES INC Information Technology United States 1.02%
MICROCHIP TECHNOLOGY INC Information Technology United States 1.02%
MITSUBISHI ELECTRIC CORP Industrials Japan 1.02%
NABTESCO Industrials Japan 1.02%
Web
NACHI-FUJIKOSHI CO Industrials Japan 1.02%
www.robostox.com NATIONAL INSTRUMENTS CORP Information Technology United States 1.02%
NORDSON CORP Industrials United States 1.02%
NORTHROP GRUMMAN CORP Industrials United States 1.02%
NUANCE COMMUNICATIONS INC Information Technology United States 1.02%
Email QIAGEN NV Health Care Netherlands 1.02%
info@robostox.com QINETIQ GROUP Industrials United Kingdom 1.02%
RENISHAW Information Technology United Kingdom 1.02%
SCHNEIDER ELECTRIC SA Industrials France 1.02%
SFA ENGINEERING Information Technology South Korea 1.02%
SHINMAYWA INDS Industrials Japan 1.02%
SIEMENS AG Industrials Germany 1.02%
SMC CORP Industrials Japan 1.02%
SWISSLOG HOLDING Industrials Switzerland 1.02%
TECAN GROUP AG Health Care Switzerland 1.02%
TECO ELEC&MACHINE Industrials Taiwan 1.02%
TELEDYNE TECHNOLOGIES INC Industrials United States 1.02%
THK CO LTD Industrials Japan 1.02%
TOPCON CORPORATION Information Technology Japan 1.02%
TOSHIBA MACHINE CO Industrials Japan 1.02%
TRIMBLE NAVIGATION LTD Information Technology United States 1.02%
VARIAN MEDICAL SYSTEMS INC Health Care United States 1.02%
YOKOGAWA ELECTRIC Industrials Japan 1.02%
YUSHIN PRECSN EQPT Industrials Japan 1.02%
TOTAL 100.0%
Page 4 of 5
ROBO-STOXTM INDICES
GENERAL DISCLAIMER
Bloomberg Tickers Copyright © 2013 by ROBO-STOX LLC. “ROBO-STOX” All rights reserved. ROBO-STOXTM is a registered trademark of ROBO-
STOX LLC. Redistribution, reproduction and/or photocopying in whole or in part are prohibited without written permission.
Price Return ROBO
This document does not constitute an offer of services in jurisdictions where ROBO-STOX does not have the necessary licenses.
Total Return ROBOTR
All information provided by ROBO-STOX is impersonal and not tailored to the needs of any person, entity or group of persons.
Past performance of an index is not a guarantee of future results.
It is not possible to invest directly in an index. Exposure to an asset class represented by an index is available through investable
Web instruments based on that index. ROBO-STOX makes no assurance that investment products based on the index will accurately
track index performance or provide positive investment returns. A decision to invest in any such investment fund or other
www.robostox.com investment vehicle should not be made in reliance on any of the statements set forth in this document. Prospective investors
are advised to make an investment in any such fund or other vehicle only after carefully considering the risks associated with
investing in such funds, as detailed in an offering memorandum or similar document that is prepared by or on behalf of the issuer
of the investment fund or other vehicle. Inclusion of a security within an index is not a recommendation by ROBO-STOX to buy,
sell, or hold such security, nor is it considered to be investment advice. Closing prices for the ROBO-STOXTM Global Robotics
Email and Automation Index are calculated by S&P Dow Jones Indices based on the closing price of the individual constituents of the
index as set by their primary exchange.
info@robostox.com
These materials have been prepared solely for informational purposes based upon information generally available to the public
from sources believed to be reliable. No content contained in these materials (including index data, ratings, credit-related
analyses and data, model, software or other application or output therefrom) or any part there of (Content) may be modified,
C A L C U L AT E D B Y reverse-engineered, reproduced or distributed in any form by any means, or stored in a database or retrieval system, without
the prior written permission of ROBO-STOX. The Content shall not be used for any unlawful or unauthorized purposes. ROBO-
STOX and its third-party data providers and licensors (collectively “ROBO-STOX Parties”) do not guarantee the accuracy,
completeness, timeliness or availability of the Content. ROBO-STOX Parties are not responsible for any errors or omissions,
regardless of the cause, for the results obtained from the use of the Content.
The content is provided on an “as is” basis. ROBO-STOX parties disclaim any and all express or implied warranties, including,
but not limited to, any warranties of merchantability or fitness for a particular purpose or use, freedom from bugs, software
errors or defects, that the content’s functioning will be uninterrupted or that the content will operate with any software or
hardware configuration. In no event shall ROBO-STOX Parties be liable to any party for any direct, indirect, incidental, exemplary,
compensatory, punitive, special or consequential damages, costs, expenses, legal fees, or losses (including, without limitation,
lost income or lost profits and opportunity costs) in connection with any use of the Content even if advised of the possibility of
such damages.
The Global Industry Classification Standard (GICS®) was developed by and is the exclusive property and a trademark of Standard
& Poor’s and MSCI. Neither MSCI, Standard & Poor’s nor any other party involved in making or compiling any GICS classifications
makes any express or implied warranties or representations with respect to such standard or classification (or the results to be
obtained by the use thereof), and all such parties hereby expressly disclaim all warranties of originality, accuracy, completeness,
merchantability or fitness for a particular purpose with respect to any of such standard or classification. Without limiting any of
the foregoing, in no event shall MSCI, Standard & Poor’s, any of their affiliates or any third party involved in making or compiling
any GICS classifications have any liability for any direct, indirect, special, punitive, consequential or any other damages (including
lost profits) even if notified of the possibility of such damages.
Historical performance illustrations from January 1, 2003 through September 30, 2013 are based on a backcast calculation.
Performance calculations since June 30, 2013 are based upon actual observation.
The backcast calculation performed used the index holdings as of June 30, 2013 and applied the index weighting methodology
and the index rebalancing methodology to those holdings, as each holding was or became a member of the S&P DJI Global
Broad Market Index, beginning on January 1, 2003.
A backcast calculation can be materially different from a backtest analysis. The backcast calculations used herein involve a
historical analysis of a fixed starting basket of securities, then analyzed looking backwards. Backtest calculations, which were
not performed here, could be different in that they could involve an application of additional rules-based methodologies. It is
possible that backtest calculations could have resulted in a basket of securities which could have changed to a higher degree
throughout the time series.
The ROBO-STOX TM Global Robotics and Automation Index (the “Index”) is the property of ROBO-STOX, LLC, which has
contracted with S&P Opco, LLC (a subsidiary of S&P Dow Jones Indices LLC) (“S&P Dow Jones Indices”) to calculate and
maintain the Index. The Index is not sponsored by S&P Dow Jones Indices or its affiliates. Neither S&P Dow Jones Indices, nor
any of their affiliates will be liable for any errors or omissions in calculating the Index. “Calculated by S&P Dow Jones Indices”
and the related stylized mark(s) are service marks of Standard & Poor’s Financial Services LLC (“SPFS”) and have been licensed
for use by S&P Dow Jones Indices and sublicensed for certain purposes by ROBO-STOX, LLC.
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The ROBO-STOXTM Global Robotics and Automation Index

Robotics Exposure - Number of companies in The Index with considered revenue

10 Year Historical Performance ROBO ROBOTR

Geographic Breakdown Geographic Breakdown

Portfolio Holdings (Continued)

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