select

Lipper Peer Group Rankings - Class N (For the Period ending 3/31/2017)
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 527/576 368/504 317/437 205/299
Percentile Ranking 91 73 73 69
Large Cap Growth Large-Cap Growth Funds 588/668 205/598 181/535 239/385
Percentile Ranking 88 34 34 62
Mid Cap Growth Mid-Cap Growth Funds 395/397 312/363 315/323 142/230
Percentile Ranking 99 86 98 62
Mid Cap Value Mid-Cap Core Funds 361/429 180/363 188/312 --
Percentile Ranking 84 50 60 --
Small-Mid Cap Growth Mid-Cap Growth Funds 86/397 40/363 38/323 24/230
Percentile Ranking 22 11 12 10
Small-Mid Cap Value Small-Cap Core Funds 708/903 373/761 374/659 --
Percentile Ranking 78 49 57 --
Small Cap Growth Small-Cap Growth Funds 34/564 111/504 13/445 202/326
Percentile Ranking 6 22 3 62
Small Cap Value Small-Cap Core Funds 395/903 314/761 280/659 158/471
Percentile Ranking 44 41 42 34
Global/International Equity
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Global Leaders Global Multi-Cap Growth 142/221 76/197 131/170 --
Percentile Ranking 64 39 77 --
International Leaders International Large-Cap Growth 64/128 3/110 -- --
Percentile Ranking 50 3 -- --
International Developed Plus International Multi-Cap Growth 198/476 98/391 147/344 119/213
Percentile Ranking 42 25 43 56
International Growth International Multi-Cap Growth 313/476 215/391 176/344 86/213
Percentile Ranking 66 55 51 40
International Small Cap Growth International Small/Mid-Cap Growth 165/196 106/154 91/135 41/74
Percentile Ranking 84 69 67 55
Emerging Markets Leaders Emerging Markets Funds 680/832 442/635 285/444 --
Percentile Ranking 82 70 64 --
Emerging Markets Growth Emerging Markets Funds 633/832 423/635 230/444 137/181
Percentile Ranking 76 67 52 76
Emerging Markets Small Cap Growth Emerging Markets Funds 717/832 96/635 9/444 --
Percentile Ranking 86 15 2 --
Fixed Income
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Bond Core Bond Funds 108/500 135/435 60/391 --
Percentile Ranking 22 31 15 --
Income Short-Intmdt Investment Grade Debt Funds 97/184 40/156 50/117 53/84
Percentile Ranking 53 26 43 63
Low Duration Ultra-Short Obligations Funds 103/125 34/106 31/74 --
Percentile Ranking 82 32 42 --
Multi-Asset/Alternatives
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Macro Allocation Alternative Global Macro Funds 215/307 186/266 67/193 --
Percentile Ranking 70 70 35 --
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.