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Morningstar Ratings - Class N (For the Period ending 5/31/2022 )

U.S. Equity
Overall
3 Yrs.
5 Yrs.
10 Yrs.
Growth
# of Funds in Peer Group 1142 1142 1054 777
Large Cap Growth
# of Funds in Peer Group 1142 1142 1054 777
Mid Cap Growth
# of Funds in Peer Group 532 532 496 379
Small-Mid Cap Growth
# of Funds in Peer Group 532 532 496 379
Small Cap Growth
# of Funds in Peer Group 585 585 533 395
Global/International Equity
Overall
3 Yrs.
5 Yrs.
10 Yrs.
Global Leaders
# of Funds in Peer Group 308 308 268 176
International Leaders  
# of Funds in Peer Group 393 393 346
International Growth
# of Funds in Peer Group 393 393 346 218
International Small Cap Growth
# of Funds in Peer Group 129 129 114 72
Emerging Markets Leaders
# of Funds in Peer Group 731 731 630 364
Emerging Markets Growth
# of Funds in Peer Group 731 731 630 364
Emerging Markets Small Cap Growth
# of Funds in Peer Group 731 731 630 364
Multi-Asset
Overall
3 Yrs.
5 Yrs.
10 Yrs.
Macro Allocation
# of Funds in Peer Group 87 87 87 39

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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