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Lipper Peer Group Rankings - Class N (For the Period ending 3/31/2020)
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 198/540 96/479 117/414 155/294
Percentile Ranking 37 20 28 53
Large Cap Growth Large-Cap Growth Funds 77/635 16/592 54/531 45/416
Percentile Ranking 12 3 10 11
Mid Cap Growth Mid-Cap Growth Funds 223/405 122/378 236/345 203/268
Percentile Ranking 55 32 68 76
Small-Mid Cap Growth Mid-Cap Growth Funds 267/405 158/378 105/345 60/268
Percentile Ranking 66 42 30 22
Small-Mid Cap Value Small-Cap Core Funds 603/916 588/837 457/689 --
Percentile Ranking 66 70 66 --
Small Cap Growth Small-Cap Growth Funds 486/625 292/570 136/481 262/366
Percentile Ranking 78 51 28 72
Small Cap Value Small-Cap Core Funds 751/916 740/837 537/689 392/486
Percentile Ranking 82 88 78 81
Global/International Equity
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
International Leaders International Large-Cap Growth 32/208 43/194 18/159 --
Percentile Ranking 15 22 11 --
International Growth International Multi-Cap Growth 153/496 158/426 175/350 81/284
Percentile Ranking 31 37 50 29
International Small Cap Growth International Small/Mid-Cap Growth 39/236 105/202 75/153 55/100
Percentile Ranking 17 52 49 55
Emerging Markets Leaders Emerging Markets Funds 206/793 144/681 254/559 --
Percentile Ranking 26 21 45 --
Emerging Markets Growth Emerging Markets Funds 40/793 69/681 196/559 37/246
Percentile Ranking 5 10 35 15
Emerging Markets Small Cap Growth Emerging Markets Funds 72/793 362/681 430/559 --
Percentile Ranking 9 53 77 --
Fixed Income
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Bond Core Bond Funds 335/509 308/456 212/396 76/296
Percentile Ranking 66 68 54 26
Income Short-Intmdt Investment Grade Debt Funds 68/178 83/154 79/143 29/88
Percentile Ranking 38 54 55 33
Low Duration Ultra-Short Obligations Funds 3/184 22/149 36/120 11/59
Percentile Ranking 2 15 30 19
Multi-Asset/Alternatives
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Macro Allocation Alternative Global Macro Funds 75/223 121/209 165/196 --
Percentile Ranking 34 58 84 --
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.