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Lipper Peer Group Rankings - Class N (For the Period ending 12/31/2017)
Fund's Ranking / # of Funds in Peer Group

U.S. Equity
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Growth Multi-Cap Growth Funds 390/511 348/462 307/402 190/292
Percentile Ranking 76 75 76 65
Large Cap Growth Large-Cap Growth Funds 233/638 184/564 120/524 150/377
Percentile Ranking 37 33 23 40
Mid Cap Growth Mid-Cap Growth Funds 329/383 341/356 298/316 120/227
Percentile Ranking 86 96 94 53
Small-Mid Cap Growth Mid-Cap Growth Funds 63/383 24/356 18/316 8/227
Percentile Ranking 16 7 6 4
Small-Mid Cap Value Small-Cap Core Funds 784/1021 524/844 453/718 --
Percentile Ranking 77 62 63 --
Small Cap Growth Small-Cap Growth Funds 146/558 62/502 25/457 107/342
Percentile Ranking 26 12 5 31
Small Cap Value Small-Cap Core Funds 920/1021 534/844 396/718 170/516
Percentile Ranking 90 63 55 33
Global/International Equity
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Global Leaders Global Multi-Cap Growth 98/232 77/196 105/169 47/85
Percentile Ranking 42 39 62 55
International Leaders International Large-Cap Growth 62/154 5/125 5/109 --
Percentile Ranking 40 4 5 --
International Developed Plus International Multi-Cap Growth 454/493 278/410 199/371 200/251
Percentile Ranking 92 68 54 80
International Growth International Multi-Cap Growth 229/493 276/410 212/371 120/251
Percentile Ranking 46 67 57 48
International Small Cap Growth International Small/Mid-Cap Growth 147/216 102/168 102/153 55/95
Percentile Ranking 68 61 67 58
Emerging Markets Leaders Emerging Markets Funds 149/820 457/662 215/477 --
Percentile Ranking 18 69 45 --
Emerging Markets Growth Emerging Markets Funds 14/820 324/662 111/477 121/191
Percentile Ranking 2 49 23 63
Emerging Markets Small Cap Growth Emerging Markets Funds 215/820 427/662 7/477 --
Percentile Ranking 26 65 1 --
Fixed Income
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Bond Core Bond Funds 201/500 83/435 100/396 34/299
Percentile Ranking 40 19 25 11
Income Short-Intmdt Investment Grade Debt Funds 117/178 82/162 65/135 39/84
Percentile Ranking 66 51 48 46
Low Duration Ultra-Short Obligations Funds 116/137 75/106 61/88 --
Percentile Ranking 85 71 69 --
Multi-Asset/Alternatives
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Macro Allocation Alternative Global Macro Funds 230/285 224/256 111/213 --
Percentile Ranking 81 88 52 --
Performance cited represents past performance. Past performance does not guarantee future results and current performance may be lower or higher than the data quoted. Returns shown are average annual total returns, which assume reinvestment of dividends and capital gains. Investment returns and principal will fluctuate and you may have a gain or loss when you sell shares.

International investing involves special risk considerations, including currency fluctuations, lower liquidity, economic and political risk. Investing in emerging markets can increase these risks.

Investments in initial public offerings (IPOs) during favorable market conditions have significantly contributed to the Emerging Markets Growth Fund's performance since its inception.  As the Fund grows in size or as market conditions for IPOs become less favorable, the impact of IPOs is likely to diminish.

Investing in smaller companies involves special risks, including higher volatility and lower liquidity.

Class N Shares are available to the general public without a sales load. Class I Shares are available to certain institutional investors.

Lipper is a well-regarded firm that monitors mutual fund performance. Lipper rankings are based on a fund's average annual total return and the percentile ranking refers to the fund’s rank relative to all funds in the same Lipper peer group. For example, a 25 would indicate that the Fund is ranked in the 25th percentile—or top one-quarter of funds—in its peer group. Definitions of each Lipper peer group follow.

Lipper Emerging Markets Funds —Funds with the primary objective to invest in Equities of Emerging countries of the following regions, including single country funds of the relevant regions (if the specific country classification is not available): Emerging countries of the European continent (including Turkey); Emerging countries of the Far East, Globally diversified Emerging markets; Emerging Markets Latin American Continent.

Lipper Mid-Cap Growth Funds — Funds that, by portfolio practice, invest at least 75% of their equity assets in companies with market capitalizations (on a three-year weighted basis) less than 300% of the dollar-weighted median market capitalization of the middle 1,000 securities of the S&P SuperComposite 1500 Index.

Lipper Multi-Cap Growth Funds — Funds that, by portfolio practice, invest in a variety of market capitalization ranges, without concentrating 75% of their equity assets in any one market capitalization range over an extended period of time.

Lipper Large-Cap Growth Funds —Funds that, by portfolio practice, invest at least 75% of their equity assets in companies with market capitalizations (on a three-year weighted basis) of greater than 300% of the dollar-weighted median market capitalization of the S&P Mid-Cap 400 Index.

Lipper Small-Cap Growth Funds —Funds that, by portfolio practice, invest at least 75% of their equity assets in companies with market capitalizations (on a three-year weighted basis) of less than 250% of the dollar-weighted median market capitalization of the S&P Small-Cap 600 Index.

Lipper Small-Cap Value Funds —Funds that, by portfolio practice, invest at least 75% of their equity assets in companies with market capitalizations (on a three-year weighted basis) of less than 250% of the dollar-weighted median market capitalization of the S&P Small-Cap 600 Index.

Lipper International Multi-Cap Growth Funds —Funds that, by portfolio practice, invest in a variety of market capitalization ranges without concentrating 75% of their equity assets in any one market capitalization range over an extended period of time. Multi-cap funds typically have 25% to 75% of their assets invested in companies strictly outside of the U.S. with market capitalizations (on a three-year weighted basis) above 400% of the 75th market capitalization percentile of the S&P/Citigroup World ex-U.S. Broad Market Index.

Lipper Short-Intermediate Investment Grade Debt Funds —Funds that invest at least 65% of their assets in investment grade debt issues (rated in top four grades) with dollar-weighted average maturities of one to five years.

Lipper Money Market Instrument Funds —Funds that invest in high quality financial instruments rated in the top two grades with dollar-weighted average maturites of less than 90 days.