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Performance As of: 03‐30‐2018
Inv. Name / Benchmark & Share Class Ticker Overall Gro
Type Morningstar Category Info Type Morningstar Exp R
Rating TM (%
US OE Large Value
MF American Funds American Mutual R6 Retirement RMFGX ★★★★ 0.
Morningstar Ratings
# of Funds in Category
Morningstar Peer Rating %
Russell 1000 Value TR USD
US Fund Large Value 1.
0.
US OE Large Blend 0.
0.
MF American Funds Fundamental Invs R6 Retirement RFNGX ★★★★★ 0.
Morningstar Ratings
# of Funds in Category
Morningstar Peer Rating %
MF Vanguard Total Stock Mkt Idx Inv Inv VTSMX ★★★★
Morningstar Ratings
# of Funds in Category
Morningstar Peer Rating %
MF Vanguard Institutional Index I Inst VINIX ★★★★
Morningstar Ratings
# of Funds in Category
Morningstar Peer Rating %
MF Parnassus Core Equity Institutional Inst PRILX ★★★★
Morningstar Ratings
# of Funds in Category
Morningstar Peer Rating %
Russell 1000 TR USD
US Fund Large Blend 1.
0.
US OE Large Growth
MF American Funds Growth Fund of Amer R6 Retirement RGAGX ★★★★
Morningstar Ratings
# of Funds in Category
Morningstar Peer Rating %
Russell 1000 Growth TR USD
US Fund Large Growth 1.
