Page 60 - DeferredComp-May2018
P. 60
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 Target-Date 2035
MF Vanguard Target Retirement 2035 Inv Inv VTTHX ★★★★ 0.
Morningstar Ratings
# of Funds in Category
Morningstar Peer Rating %
Morningstar Lifetime Mod 2035 TR USD
US Fund Target-Date 2035 3.
0.
US OE Target-Date 2045
MF Vanguard Target Retirement 2045 Inv Inv VTIVX ★★★★
Morningstar Ratings
# of Funds in Category
Morningstar Peer Rating %
Morningstar Lifetime Mod 2045 TR USD
US Fund Target-Date 2045 3.
0.
US OE Target-Date 2055
MF Vanguard Target Retirement 2055 Inv Inv VFFVX ★★★★
Morningstar Ratings
# of Funds in Category
Morningstar Peer Rating %
Morningstar Lifetime Mod 2055 TR USD
US Fund Target-Date 2055 4.
0.
US OE Target-Date Retirement
MF Vanguard Target Retirement Income Inv Inv VTINX ★★★★
Morningstar Ratings
# of Funds in Category
Morningstar Peer Rating %
Morningstar Lifetime Mod Incm TR USD
US Fund Target-Date Retirement 4.
0.
US OE Allocation--50% to 70% Equity
MF Oakmark Equity And Income Investor No Load OAKBX ★★★★
Morningstar Ratings
# of Funds in Category
Morningstar Peer Rating %
Morningstar Mod Tgt Risk TR USD
US Fund Allocation--50% to 70% Equity 1.
