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Lipper Peer Group Rankings - Class N (For the Period ending 12/31/2020)
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 263/508 131/461 181/406 131/275
Percentile Ranking 52 28 45 48
Large Cap Growth Large-Cap Growth Funds 303/653 95/610 77/555 88/439
Percentile Ranking 46 16 14 20
Mid Cap Growth Mid-Cap Growth Funds 321/405 230/376 293/343 237/265
Percentile Ranking 79 61 85 89
Small-Mid Cap Growth Mid-Cap Growth Funds 281/405 246/376 166/343 73/265
Percentile Ranking 69 65 48 28
Small-Mid Cap Value Small-Cap Core Funds 849/899 812/846 705/726 --
Percentile Ranking 94 96 97 --
Small Cap Growth Small-Cap Growth Funds 281/670 298/627 154/539 166/406
Percentile Ranking 42 48 29 41
Small Cap Value Small-Cap Core Funds 868/899 833/846 708/726 473/504
Percentile Ranking 97 98 98 94
Global/International Equity
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
International Leaders International Large-Cap Growth 41/282 29/248 18/207 --
Percentile Ranking 15 12 9 --
International Growth International Multi-Cap Growth 53/424 64/371 80/330 50/242
Percentile Ranking 13 17 24 21
International Small Cap Growth International Small/Mid-Cap Growth 45/224 58/202 66/165 41/101
Percentile Ranking 20 29 40 41
Emerging Markets Leaders Emerging Markets Funds 163/768 129/666 161/575 92/285
Percentile Ranking 21 19 28 32
Emerging Markets Growth Emerging Markets Funds 42/768 58/666 62/575 31/285
Percentile Ranking 5 9 11 11
Emerging Markets Small Cap Growth Emerging Markets Funds 108/768 279/666 455/575 --
Percentile Ranking 14 42 79 --
Fixed Income
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Bond Core Bond Funds 350/505 277/473 152/414 80/314
Percentile Ranking 69 59 37 25
Income Short-Intmdt Investment Grade Debt Funds 124/179 123/163 98/149 43/91
Percentile Ranking 69 75 66 47
Low Duration Ultra-Short Obligations Funds 14/192 34/157 57/123 15/66
Percentile Ranking 7 22 46 23
Multi-Asset/Alternatives
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Macro Allocation Alternative Global Macro Funds 190/209 186/198 169/181 --
Percentile Ranking 91 94 93 --
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.