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Lipper Peer Group Rankings - Class N (For the Period ending 9/30/2020)
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 320/508 130/459 177/401 147/275
Percentile Ranking 63 28 44 53
Large Cap Growth Large-Cap Growth Funds 448/653 64/613 131/558 75/440
Percentile Ranking 69 10 23 17
Mid Cap Growth Mid-Cap Growth Funds 327/409 227/376 272/342 238/267
Percentile Ranking 80 60 80 89
Small-Mid Cap Growth Mid-Cap Growth Funds 334/409 258/376 198/342 75/267
Percentile Ranking 82 69 58 28
Small-Mid Cap Value Small-Cap Core Funds 801/903 650/848 608/719 --
Percentile Ranking 89 77 85 --
Small Cap Growth Small-Cap Growth Funds 416/648 312/602 164/523 194/391
Percentile Ranking 64 52 31 50
Small Cap Value Small-Cap Core Funds 892/903 837/848 692/719 467/502
Percentile Ranking 99 99 96 93
Global/International Equity
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
International Leaders International Large-Cap Growth 39/265 32/246 11/202 --
Percentile Ranking 15 13 5 --
International Growth International Multi-Cap Growth 61/427 87/377 76/319 52/243
Percentile Ranking 14 23 24 21
International Small Cap Growth International Small/Mid-Cap Growth 35/226 65/199 64/157 43/99
Percentile Ranking 15 33 41 43
Emerging Markets Leaders Emerging Markets Funds 134/762 95/665 142/570 86/271
Percentile Ranking 18 14 25 32
Emerging Markets Growth Emerging Markets Funds 33/762 50/665 60/570 23/271
Percentile Ranking 4 8 11 8
Emerging Markets Small Cap Growth Emerging Markets Funds 117/762 228/665 464/570 --
Percentile Ranking 15 34 81 --
Fixed Income
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Bond Core Bond Funds 302/507 249/464 110/411 68/312
Percentile Ranking 60 54 27 22
Income Short-Intmdt Investment Grade Debt Funds 106/177 107/159 82/146 38/88
Percentile Ranking 60 67 56 43
Low Duration Ultra-Short Obligations Funds 14/187 30/152 54/120 14/65
Percentile Ranking 7 20 45 22
Multi-Asset/Alternatives
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Macro Allocation Alternative Global Macro Funds 190/210 190/202 175/185 --
Percentile Ranking 90 94 95 --
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.