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Lipper Peer Group Rankings - Class N (For the Period ending 12/31/2016)
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 502/591 351/513 308/443 186/305
Percentile Ranking 85 68 70 61
Large Cap Growth Large-Cap Growth Funds 334/666 106/596 111/531 214/383
Percentile Ranking 50 18 21 56
Mid Cap Growth Mid-Cap Growth Funds 370/389 282/361 293/317 106/230
Percentile Ranking 95 78 92 46
Mid Cap Value Mid-Cap Core Funds 258/427 117/366 181/313 --
Percentile Ranking 60 32 58 --
Small-Mid Cap Growth Mid-Cap Growth Funds 139/389 63/361 61/317 22/230
Percentile Ranking 36 17 19 10
Small-Mid Cap Value Small-Cap Core Funds 429/875 315/736 361/641 --
Percentile Ranking 49 43 56 --
Small Cap Growth Small-Cap Growth Funds 47/556 134/504 14/442 225/321
Percentile Ranking 8 27 3 70
Small Cap Value Small-Cap Core Funds 100/875 244/736 276/641 137/448
Percentile Ranking 11 33 43 31
Global/International Equity
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Global Leaders Global Multi-Cap Growth 143/223 63/198 106/169 --
Percentile Ranking 64 32 63 --
International Leaders International Large-Cap Growth 23/121 3/102 -- --
Percentile Ranking 19 3 -- --
International Equity International Multi-Cap Growth 197/479 82/401 133/353 116/216
Percentile Ranking 41 20 38 54
International Growth International Multi-Cap Growth 294/479 210/401 137/353 84/216
Percentile Ranking 61 52 39 39
International Small Cap Growth International Small/Mid-Cap Growth 150/200 97/159 90/139 32/75
Percentile Ranking 75 61 65 43
Emerging Markets Leaders Emerging Markets Funds 757/847 427/630 258/444 --
Percentile Ranking 89 68 58 --
Emerging Markets Growth Emerging Markets Funds 753/847 410/630 205/444 142/173
Percentile Ranking 89 65 46 82
Emerging Markets Small Cap Growth Emerging Markets Funds 830/847 34/630 4/444 --
Percentile Ranking 98 5 1 --
Fixed Income
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Bond Core Bond Funds 48/508 126/445 55/400 --
Percentile Ranking 9 28 14 --
Income Short-Intmdt Investment Grade Debt Funds 79/193 30/162 46/113 57/87
Percentile Ranking 41 19 41 66
Low Duration Ultra-Short Obligations Funds 75/124 34/106 31/75 --
Percentile Ranking 60 32 41 --
Multi-Asset/Alternatives
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Macro Allocation Alternative Global Macro Funds 230/310 175/266 40/184 --
Percentile Ranking 74 66 22 --
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.