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Growth 9.81 4.16 -3.06 Growth 18.99 14.76 7.86 Growth 17.23 15.09 12.92
U.S. Equity Size and Style Returns (%)
Year To Date Core -2.81 -9.13 -12.98 3 Year (Annualized) Core 10.64 5.79 2.01 10 Year (Annualized) Core 13.97 12.35 10.50 for illustrative purposes only and does not predict or depict the
Value -16.26 -18.09 -23.50 Value 1.82 -0.54 -4.35 Value 10.41 10.29 7.82
Large Mid Small Large Mid Small Large Mid Small
Highest Lowest
Key Source: Morningstar Direct, 06/30/2020. Equity style boxes are based on targeted equity styles as determined by valuation measures. The Russell 1000 Value Index, Russell 1000 Index and Russell 1000 Growth Index are unmanaged indices that measure the performance of large‐capitalization value stocks, large‐capitalization stocks and large capitalization growth stocks, respectively. The Russell Midcap Value Index, Russell Midcap Index and the Russell Midcap Growth Index are unmanaged indices th
Growth 27.84 30.26 30.58 Growth 23.28 11.91 3.48 Growth 15.89 11.60 6.86
Quarter 2 Core 21.82 24.61 25.42 1 Year (Annualized) Core 7.48 -2.24 -6.63 5 Year (Annualized) Core 10.47 6.76 4.29 respectively. Each index includes reinvested dividends and cannot be purchased directly by investors. Index performance is shown
Value 14.29 19.95 18.91 Value -8.84 -11.81 -17.48 Value 4.64 3.32 1.26 performance of any particular investment. Past performance does not guarantee future results.
as of 06/30/2020 Large Mid Small Large Mid Small Large Mid Small Diversification does not guarantee a profit or protect against loss.

