Page 30 - DeferredComp-May2018
P. 30
U.S. Equity Size and Style
as of 3/31/18
Large Value Quarter 1 Growth
Mid -2.83 Core 1.42
-2.50 -0.69 2.17
Small -2.64 -0.46 2.30
-0.08
1 Year (Annualized) Key
H
L
Value Core Growth
Large 6.95 13.98 21.25
Mid
6.50 12.20 19.74
Small
5.13 11.79 18.63
5 Year (Annualized)
Value Core Growth
Large 10.78 13.17 15.53
Mid
11.11 12.09 13.31
Small
9.96 11.47 12.90
Diversification does not guarantee a profit or protect against loss.
Source: Morningstar Direct, 3/31/2018. Equity style boxes are based on targeted equity s
Index and Russell 1000 Growth Index are unmanaged indices that measure the perform
capitalization growth stocks, respectively. The Russell Midcap Value Index, Russell Midca
the performance of mid-cap value stocks, mid-cap stocks and mid-cap growth stocks,
Index are unmanaged indices that measure the performance of small-cap value stocks
reinvested dividends and cannot be purchased directly by investors. Index performanc
performance of any particular investment. Past performance does not guarantee future

