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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 Small Growth
MF Wells Fargo Small Company Growth Inst Inst WSCGX ★★★ 1.
Morningstar Ratings
# of Funds in Category
Morningstar Peer Rating %
Russell 2000 Growth TR USD
US Fund Small Growth 4.
0.
US OE Real Estate
MF Invesco Real Estate R5 Retirement IARIX ★★★★
Morningstar Ratings
# of Funds in Category
Morningstar Peer Rating %
S&P United States REIT TR USD
US Fund Real Estate 1.
0.
US OE Utilities
MF Vanguard Utilities Index Adm Inst VUIAX ★★★★
Morningstar Ratings
# of Funds in Category
Morningstar Peer Rating %
S&P 1500 Utilities TR
US Fund Utilities 1.
0.
US OE Health
MF Hartford Healthcare HLS IA Inst HIAHX ★★★★
Morningstar Ratings
# of Funds in Category
Morningstar Peer Rating %
S&P 1500 Health Care TR
US Fund Health 1.
0.
US OE Foreign Large Blend
MF Vanguard Developed Markets Index Inv Inv VDVIX ★★★★
Morningstar Ratings
# of Funds in Category
Morningstar Peer Rating %
MSCI ACWI Ex USA NR USD
US Fund Foreign Large Blend 4.
