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Lipper Peer Group Rankings - Class N (For the Period ending 9/30/2018)
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 53/554 234/492 182/426 206/311
Percentile Ranking 10 48 43 66
Large Cap Growth Large-Cap Growth Funds 33/678 214/596 47/542 179/410
Percentile Ranking 5 36 9 44
Mid Cap Growth Mid-Cap Growth Funds 71/382 235/352 258/324 156/226
Percentile Ranking 19 67 80 69
Small-Mid Cap Growth Mid-Cap Growth Funds 70/382 56/352 25/324 10/226
Percentile Ranking 18 16 8 4
Small-Mid Cap Value Small-Cap Core Funds 647/994 669/833 527/691 --
Percentile Ranking 65 80 76 --
Small Cap Growth Small-Cap Growth Funds 235/556 40/484 68/436 63/329
Percentile Ranking 42 8 16 19
Small Cap Value Small-Cap Core Funds 874/994 638/833 526/691 371/500
Percentile Ranking 88 77 76 74
Global/International Equity
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
International Leaders International Large-Cap Growth 21/176 10/141 6/126 --
Percentile Ranking 12 7 5 --
International Developed Plus International Multi-Cap Growth 380/520 367/447 218/391 165/282
Percentile Ranking 73 82 56 59
International Growth International Multi-Cap Growth 268/520 263/447 189/391 86/282
Percentile Ranking 52 59 48 30
International Small Cap Growth International Small/Mid-Cap Growth 215/245 167/194 147/164 71/103
Percentile Ranking 88 86 90 69
Emerging Markets Leaders Emerging Markets Funds 568/850 475/726 278/515 --
Percentile Ranking 67 65 54 --
Emerging Markets Growth Emerging Markets Funds 747/850 460/726 222/515 94/226
Percentile Ranking 88 63 43 42
Emerging Markets Small Cap Growth Emerging Markets Funds 815/850 696/726 55/515 --
Percentile Ranking 96 96 11 --
Fixed Income
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Bond Core Bond Funds 143/522 65/461 84/400 68/306
Percentile Ranking 27 14 21 22
Income Short-Intmdt Investment Grade Debt Funds 126/168 87/153 54/129 31/86
Percentile Ranking 75 57 42 36
Low Duration Ultra-Short Obligations Funds 121/139 85/109 51/92 --
Percentile Ranking 87 78 55 --
Multi-Asset/Alternatives
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Macro Allocation Alternative Global Macro Funds 248/267 216/235 160/198 --
Percentile Ranking 93 92 81 --
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.