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Lipper Peer Group Rankings - Class N (For the Period ending 3/31/2018)
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 135/486 222/440 253/382 183/274
Percentile Ranking 28 50 66 67
Large Cap Growth Large-Cap Growth Funds 53/695 173/602 85/560 151/407
Percentile Ranking 8 29 15 37
Mid Cap Growth Mid-Cap Growth Funds 103/376 282/341 274/305 106/218
Percentile Ranking 27 83 90 49
Small-Mid Cap Growth Mid-Cap Growth Funds 59/376 26/341 26/305 6/218
Percentile Ranking 16 8 9 3
Small-Mid Cap Value Small-Cap Core Funds 887/991 591/812 536/697 --
Percentile Ranking 90 73 77 --
Small Cap Growth Small-Cap Growth Funds 126/550 40/480 38/440 86/334
Percentile Ranking 23 8 9 26
Small Cap Value Small-Cap Core Funds 954/991 576/812 519/697 271/512
Percentile Ranking 96 71 74 53
Global/International Equity
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
International Leaders International Large-Cap Growth 38/164 5/133 5/117 --
Percentile Ranking 23 4 4 --
International Developed Plus International Multi-Cap Growth 461/482 360/400 231/361 205/249
Percentile Ranking 96 90 64 82
International Growth International Multi-Cap Growth 138/482 268/400 200/361 108/249
Percentile Ranking 29 67 55 43
International Small Cap Growth International Small/Mid-Cap Growth 168/218 112/169 112/150 63/94
Percentile Ranking 77 66 75 67
Emerging Markets Leaders Emerging Markets Funds 192/824 503/675 271/478 --
Percentile Ranking 23 75 57 --
Emerging Markets Growth Emerging Markets Funds 62/824 416/675 156/478 110/200
Percentile Ranking 8 62 33 55
Emerging Markets Small Cap Growth Emerging Markets Funds 346/824 513/675 25/478 --
Percentile Ranking 42 76 5 --
Fixed Income
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Bond Core Bond Funds 131/512 75/444 91/398 44/307
Percentile Ranking 26 17 23 14
Income Short-Intmdt Investment Grade Debt Funds 91/173 84/156 61/130 40/83
Percentile Ranking 53 54 47 48
Low Duration Ultra-Short Obligations Funds 117/136 78/106 57/86 --
Percentile Ranking 86 74 66 --
Multi-Asset/Alternatives
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Macro Allocation Alternative Global Macro Funds 210/275 228/251 99/206 --
Percentile Ranking 76 91 48 --
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.