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Lipper Peer Group Rankings - Class N (For the Period ending 9/30/2019)
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 109/566 105/508 130/450 183/321
Percentile Ranking 19 21 29 57
Large Cap Growth Large-Cap Growth Funds 38/635 20/578 18/524 52/411
Percentile Ranking 6 3 3 13
Mid Cap Growth Mid-Cap Growth Funds 136/404 145/370 182/340 193/266
Percentile Ranking 34 39 54 73
Small-Mid Cap Growth Mid-Cap Growth Funds 261/404 40/370 37/340 42/266
Percentile Ranking 65 11 11 16
Small-Mid Cap Value Mid-Cap Core Funds 307/375 275/332 123/266 --
Percentile Ranking 82 83 46 --
Small Cap Growth Small-Cap Growth Funds 384/623 150/549 93/479 244/370
Percentile Ranking 62 27 19 66
Small Cap Value Small-Cap Core Funds 460/954 661/845 426/691 343/496
Percentile Ranking 48 78 62 69
Global/International Equity
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
International Leaders International Large-Cap Growth 87/199 47/167 10/147 --
Percentile Ranking 44 28 7 --
International Growth International Multi-Cap Growth 265/499 208/431 197/358 73/287
Percentile Ranking 53 48 55 25
International Small Cap Growth International Small/Mid-Cap Growth 92/243 175/200 114/155 59/100
Percentile Ranking 38 88 74 59
Emerging Markets Leaders Emerging Markets Funds 68/788 133/664 162/540 --
Percentile Ranking 9 20 30 --
Emerging Markets Growth Emerging Markets Funds 117/788 192/664 218/540 53/246
Percentile Ranking 15 29 40 22
Emerging Markets Small Cap Growth Emerging Markets Funds 268/788 625/664 384/540 --
Percentile Ranking 34 94 71 --
Fixed Income
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Bond Core Bond Funds 320/512 144/451 150/385 71/298
Percentile Ranking 63 32 39 24
Income Short-Intmdt Investment Grade Debt Funds 88/176 107/153 83/145 35/85
Percentile Ranking 50 70 57 41
Low Duration Ultra-Short Obligations Funds 20/179 102/141 64/120 --
Percentile Ranking 11 72 53 --
Multi-Asset/Alternatives
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Macro Allocation Alternative Global Macro Funds 64/215 154/198 159/178 --
Percentile Ranking 30 78 89 --
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.