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Lipper Peer Group Rankings - Class N (For the Period ending 6/30/2022)
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 142/459 130/428 94/382 103/266
Percentile Ranking 31 30 25 39
Large Cap Growth Large-Cap Growth Funds 232/667 120/614 28/569 36/433
Percentile Ranking 35 20 5 8
Mid Cap Growth Mid-Cap Growth Funds 197/361 306/321 243/298 222/235
Percentile Ranking 55 95 82 94
Small-Mid Cap Growth Mid-Cap Growth Funds 234/361 263/321 193/298 71/235
Percentile Ranking 65 82 65 30
Small Cap Growth Small-Cap Growth Funds 268/707 228/673 192/616 18/451
Percentile Ranking 38 34 31 4
Small Cap Value Small-Cap Core Funds 493/854 790/804 724/732 472/506
Percentile Ranking 58 98 99 93
Global/International Equity
Peer Group
1 Yr.
3 Yr.
5 Yrs.
10 Yrs.
International Leaders International Large-Cap Growth 178/329 81/291 67/268 --
Percentile Ranking 54 28 25 --
International Growth International Multi-Cap Growth 199/318 38/296 53/250 50/183
Percentile Ranking 63 13 21 27
International Small Cap Growth International Small/Mid-Cap Growth 200/231 62/228 113/197 81/126
Percentile Ranking 87 27 57 64
Emerging Markets Leaders Emerging Markets Funds 459/769 223/695 127/592 133/337
Percentile Ranking 60 32 21 39
Emerging Markets Growth Emerging Markets Funds 262/769 35/695 28/592 42/337
Percentile Ranking 34 5 5 12
Emerging Markets Small Cap Growth Emerging Markets Funds 53/769 18/695 53/592 2/337
Percentile Ranking 7 3 9 1
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.