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Lipper Peer Group Rankings - Class N (For the Period ending 6/30/2020)
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 143/515 183/460 179/399 192/284
Percentile Ranking 28 40 45 68
Large Cap Growth Large-Cap Growth Funds 48/612 75/556 36/504 84/393
Percentile Ranking 8 13 7 21
Mid Cap Growth Mid-Cap Growth Funds 200/394 236/360 228/329 215/251
Percentile Ranking 51 66 69 86
Small-Mid Cap Growth Mid-Cap Growth Funds 287/394 124/360 56/329 61/251
Percentile Ranking 73 34 17 24
Small-Mid Cap Value Small-Cap Core Funds 296/886 677/783 408/652 --
Percentile Ranking 33 86 63 --
Small Cap Growth Small-Cap Growth Funds 442/605 164/530 121/455 224/346
Percentile Ranking 73 31 27 65
Small Cap Value Small-Cap Core Funds 389/886 655/783 427/652 315/463
Percentile Ranking 44 84 65 68
Global/International Equity
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
International Leaders International Large-Cap Growth 67/212 21/183 10/153 --
Percentile Ranking 32 11 7 --
International Growth International Multi-Cap Growth 268/450 220/392 163/323 83/260
Percentile Ranking 60 56 50 32
International Small Cap Growth International Small/Mid-Cap Growth 122/235 173/201 115/156 58/105
Percentile Ranking 52 86 74 55
Emerging Markets Leaders Emerging Markets Funds 226/737 302/631 197/498 --
Percentile Ranking 31 48 40 --
Emerging Markets Growth Emerging Markets Funds 583/737 348/631 239/498 63/234
Percentile Ranking 79 55 48 27
Emerging Markets Small Cap Growth Emerging Markets Funds 723/737 614/631 344/498 --
Percentile Ranking 98 97 69 --
Fixed Income
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Bond Core Bond Funds 125/500 124/436 158/376 99/281
Percentile Ranking 25 28 42 35
Income Short-Intmdt Investment Grade Debt Funds 110/172 111/150 80/134 35/83
Percentile Ranking 64 74 60 42
Low Duration Ultra-Short Obligations Funds 32/177 102/141 65/120 --
Percentile Ranking 18 72 54 --
Multi-Asset/Alternatives
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Macro Allocation Alternative Global Macro Funds 136/237 160/214 155/188 --
Percentile Ranking 57 75 82 --
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.