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Morningstar Rankings - Class N (For the Period ending 5/31/2022)
Fund's Ranking / # of Funds in Peer Group

U.S. Equity
Peer Group
1 Yr.
3 Yrs.
5 Yrs.
10 Yrs.
Growth Large Growth 636 / 1254 607 / 1142 237 / 1054 404 / 777
Percentile Ranking   58 56 25 51
Large Cap Growth Large Growth 640 / 1254 477 / 1142 93 / 1054 63 / 777
Percentile Ranking   58 44 10 10
Mid Cap Growth Mid-Cap Growth 348 / 583 488 / 532 426 / 496 363 / 379
Percentile Ranking   66 93 87 95
Small-Mid Cap Growth Mid-Cap Growth 291 / 583 416 / 532 326 / 496 107 / 379
Percentile Ranking   57 80 67 27
Small Cap Growth Small Growth 251 / 620 211 / 585 211 / 533 19 / 395
Percentile Ranking   44 48 41 8
Global/International Equity
Peer Group
1 Yr.
3 Yrs.
5 Yrs.
10 Yrs.
Global Leaders Global Large-Stock Growth 221 / 357 161 / 308 123 / 268 140 / 176
Percentile Ranking   60 53 46 75
International Leaders Foreign Large Growth 304 / 447 177 / 393 82 / 346 --
Percentile Ranking   69 49 28 --
International Growth Foreign Large Growth 330 / 447 128 / 393 160 / 346 127 / 218
Percentile Ranking   76 36 53 60
International Small Cap Growth Foreign Small/Mid Growth 116 / 133 70 / 129 95 / 114 59 / 72
Percentile Ranking   78 61 86 91
Emerging Markets Leaders Diversified Emerging Mkts 660 / 812 459 / 731 269 / 630 181 / 364
Percentile Ranking   87 68 45 51
Emerging Markets Growth Diversified Emerging Mkts 481 / 812 38 / 731 24 / 630 51 / 364
Percentile Ranking   72 7 5 12
Emerging Markets Small Cap Growth Diversified Emerging Mkts 161 / 812 15 / 731 70 / 630 3 / 364
Percentile Ranking   31 3 12 2
Multi-Asset
Peer Group
1 Yr.
3 Yrs.
5 Yrs.
10 Yrs.
Macro Allocation Macro Trading 49 / 104 71 / 87 66 / 87 14 / 39
Percentile Ranking   50 90 86 28

The Morningstar Rating for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange- traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10 year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

Morningstar Percentile Rankings are based on the Fund's total return (excluding sales charge) relative to all the funds in the same Morningstar category, where 1 is the highest and 100 is the lowest percentile rank. Ratings and rankings are one measure of performance. Some of our Funds have experienced negative performance for the time periods shown.

Morningstar Quartile Rankings are based on Morningstar Percentile Ranking in Morningstar Category, where 1% - 25% = first quartile (1); 26% - 50% = second quartile (2); 51% - 75% = third quartile (3); and 76% - 100% = fourth quartile (4). The Morningstar Percentile Ranking compares a Fund's Morningstar risk and return scores with all the Funds in the same Category, where 1% = Best and 100% = Worst.

Morningstar Ranking / # of Funds in Category displays the fund's actual rank within its Morningstar Category based on average annual total return and number of Funds in that Category.

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