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Lipper Peer Group Rankings - Class N (For the Period ending 9/30/2017)
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 473/532 359/474 330/411 209/292
Percentile Ranking 89 76 80 72
Large Cap Growth Large-Cap Growth Funds 567/658 283/592 206/532 217/387
Percentile Ranking 86 48 39 56
Mid Cap Growth Mid-Cap Growth Funds 353/376 299/356 298/309 135/225
Percentile Ranking 94 84 96 60
Small-Mid Cap Growth Mid-Cap Growth Funds 11/376 14/356 33/309 13/225
Percentile Ranking 3 4 11 6
Small-Mid Cap Value Small-Cap Core Funds 933/1007 508/831 465/707 --
Percentile Ranking 93 61 66 --
Small Cap Growth Small-Cap Growth Funds 49/550 75/493 16/448 160/337
Percentile Ranking 9 15 4 47
Small Cap Value Small-Cap Core Funds 507/1007 283/831 311/707 125/511
Percentile Ranking 50 34 44 24
Global/International Equity
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Global Leaders Global Multi-Cap Growth 138/227 68/188 117/165 --
Percentile Ranking 61 36 71 --
International Leaders International Large-Cap Growth 94/144 5/123 4/110 --
Percentile Ranking 65 4 4 --
International Developed Plus International Multi-Cap Growth 407/493 247/408 191/363 176/236
Percentile Ranking 83 61 53 75
International Growth International Multi-Cap Growth 217/493 264/408 197/363 107/236
Percentile Ranking 44 65 54 45
International Small Cap Growth International Small/Mid-Cap Growth 157/202 88/162 100/147 39/89
Percentile Ranking 78 54 68 44
Emerging Markets Leaders Emerging Markets Funds 342/812 356/654 206/458 --
Percentile Ranking 42 54 45 --
Emerging Markets Growth Emerging Markets Funds 124/812 227/654 119/458 103/187
Percentile Ranking 15 35 26 55
Emerging Markets Small Cap Growth Emerging Markets Funds 691/812 329/654 7/458 --
Percentile Ranking 85 50 2 --
Fixed Income
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Bond Core Bond Funds 130/493 136/425 93/383 32/298
Percentile Ranking 26 32 24 11
Income Short-Intmdt Investment Grade Debt Funds 105/176 75/160 63/132 46/82
Percentile Ranking 60 47 48 56
Low Duration Ultra-Short Obligations Funds 118/129 66/105 54/81 --
Percentile Ranking 91 63 67 --
Multi-Asset/Alternatives
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Macro Allocation Alternative Global Macro Funds 168/299 220/265 61/205 --
Percentile Ranking 56 83 30 --
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.