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Lipper Peer Group Rankings - Class N (For the Period ending 3/31/2019)
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 81/530 171/478 172/416 194/306
Percentile Ranking 15 36 41 63
Large Cap Growth Large-Cap Growth Funds 101/664 134/598 46/535 109/406
Percentile Ranking 15 22 9 27
Mid Cap Growth Mid-Cap Growth Funds 106/401 234/368 201/337 190/243
Percentile Ranking 26 64 60 78
Small-Mid Cap Growth Mid-Cap Growth Funds 240/401 77/368 45/337 29/243
Percentile Ranking 60 21 13 12
Small-Mid Cap Value Mid-Cap Core Funds 311/409 274/348 221/293 --
Percentile Ranking 76 79 75 --
Small Cap Growth Small-Cap Growth Funds 326/582 99/502 107/454 96/343
Percentile Ranking 56 20 24 28
Small Cap Value Small-Cap Core Funds 549/958 678/828 501/675 358/493
Percentile Ranking 57 82 74 73
Global/International Equity
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
International Leaders International Large-Cap Growth 42/195 24/161 10/140 --
Percentile Ranking 22 15 7 --
International Developed Plus International Multi-Cap Growth 102/501 241/446 124/372 169/295
Percentile Ranking 20 54 33 57
International Growth International Multi-Cap Growth 356/501 266/446 191/372 73/295
Percentile Ranking 71 60 51 25
International Small Cap Growth International Small/Mid-Cap Growth 182/243 187/206 141/159 70/105
Percentile Ranking 75 91 89 67
Emerging Markets Leaders Emerging Markets Funds 254/841 337/723 254/563 --
Percentile Ranking 30 47 45 --
Emerging Markets Growth Emerging Markets Funds 660/841 394/723 305/563 66/247
Percentile Ranking 78 54 54 27
Emerging Markets Small Cap Growth Emerging Markets Funds 819/841 684/723 351/563 --
Percentile Ranking 97 95 62 --
Fixed Income
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Bond Core Bond Funds 421/509 158/447 162/380 129/293
Percentile Ranking 83 35 43 44
Income Short-Intmdt Investment Grade Debt Funds 156/167 102/150 63/131 33/82
Percentile Ranking 93 68 48 40
Low Duration Ultra-Short Obligations Funds 127/145 99/115 60/100 --
Percentile Ranking 88 86 60 --
Multi-Asset/Alternatives
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Macro Allocation Alternative Global Macro Funds 179/257 184/228 161/199 --
Percentile Ranking 70 81 81 --
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.