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Lipper Peer Group Rankings - Class N (For the Period ending 12/31/2019)
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 262/549 127/493 151/434 185/305
Percentile Ranking 48 26 35 61
Large Cap Growth Large-Cap Growth Funds 171/630 35/574 32/520 45/410
Percentile Ranking 27 6 6 11
Mid Cap Growth Mid-Cap Growth Funds 137/407 145/375 234/343 196/267
Percentile Ranking 34 39 68 73
Small-Mid Cap Growth Mid-Cap Growth Funds 321/407 134/375 65/343 55/267
Percentile Ranking 79 36 19 21
Small-Mid Cap Value Small-Cap Core Funds 563/927 653/837 482/683 --
Percentile Ranking 61 78 71 --
Small Cap Growth Small-Cap Growth Funds 536/630 260/561 131/489 248/372
Percentile Ranking 85 46 27 67
Small Cap Value Small-Cap Core Funds 785/927 796/837 547/683 374/482
Percentile Ranking 85 95 80 78
Global/International Equity
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
International Leaders International Large-Cap Growth 9/201 46/183 9/153 --
Percentile Ranking 4 25 6 --
International Growth International Multi-Cap Growth 116/488 203/419 183/343 72/274
Percentile Ranking 24 48 53 26
International Small Cap Growth International Small/Mid-Cap Growth 13/239 124/206 95/152 58/98
Percentile Ranking 5 60 63 59
Emerging Markets Leaders Emerging Markets Funds 126/801 107/685 283/555 --
Percentile Ranking 16 16 51 --
Emerging Markets Growth Emerging Markets Funds 108/801 101/685 289/555 59/245
Percentile Ranking 13 15 52 24
Emerging Markets Small Cap Growth Emerging Markets Funds 405/801 537/685 475/555 --
Percentile Ranking 51 78 86 --
Fixed Income
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Bond Core Bond Funds 17/513 178/454 93/391 59/296
Percentile Ranking 3 39 24 20
Income Short-Intmdt Investment Grade Debt Funds 63/180 114/154 88/146 39/89
Percentile Ranking 35 74 60 44
Low Duration Ultra-Short Obligations Funds 29/182 109/147 75/118 20/59
Percentile Ranking 16 74 64 34
Multi-Asset/Alternatives
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Macro Allocation Alternative Global Macro Funds 208/224 173/203 168/185 --
Percentile Ranking 93 85 91 --
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.