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Lipper Peer Group Rankings - Class N (For the Period ending 6/30/2017)
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 504/539 371/480 318/420 180/288
Percentile Ranking 94 77 76 63
Large Cap Growth Large-Cap Growth Funds 622/666 339/595 228/537 240/390
Percentile Ranking 93 57 42 62
Mid Cap Growth Mid-Cap Growth Funds 394/397 315/371 321/328 140/237
Percentile Ranking 99 85 98 59
Small-Mid Cap Growth Mid-Cap Growth Funds 93/397 20/371 22/328 17/237
Percentile Ranking 23 5 7 7
Small-Mid Cap Value Small-Cap Core Funds 898/950 470/795 450/680 --
Percentile Ranking 95 59 66 --
Small Cap Growth Small-Cap Growth Funds 31/549 71/491 10/438 182/325
Percentile Ranking 6 14 2 56
Small Cap Value Small-Cap Core Funds 801/950 403/795 388/680 185/497
Percentile Ranking 84 51 57 37
Global/International Equity
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Global Leaders Global Multi-Cap Growth 188/244 97/208 143/183 --
Percentile Ranking 77 47 78 --
International Leaders International Large-Cap Growth 59/123 6/104 -- --
Percentile Ranking 48 6 -- --
International Developed Plus International Multi-Cap Growth 432/499 232/417 190/369 155/242
Percentile Ranking 87 56 51 64
International Growth International Multi-Cap Growth 383/499 260/417 204/369 98/242
Percentile Ranking 77 62 55 40
International Small Cap Growth International Small/Mid-Cap Growth 163/197 94/156 90/138 40/79
Percentile Ranking 83 60 65 51
Emerging Markets Leaders Emerging Markets Funds 603/832 410/649 257/451 --
Percentile Ranking 72 63 57 --
Emerging Markets Growth Emerging Markets Funds 474/832 287/649 154/451 121/185
Percentile Ranking 57 44 34 65
Emerging Markets Small Cap Growth Emerging Markets Funds 750/832 108/649 9/451 --
Percentile Ranking 90 17 2 --
Fixed Income
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Bond Core Bond Funds 119/495 176/428 78/388 33/293
Percentile Ranking 24 41 20 11
Income Short-Intmdt Investment Grade Debt Funds 111/179 71/155 57/129 55/84
Percentile Ranking 62 46 44 65
Low Duration Ultra-Short Obligations Funds 122/130 64/106 46/82 --
Percentile Ranking 94 60 56 --
Multi-Asset/Alternatives
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
Macro Allocation Alternative Global Macro Funds 168/302 175/267 54/203 --
Percentile Ranking 56 66 27 --
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.