Page 56 - AugDefComp
P. 56
Overall Net Exp 10-Yr/ Gross 3-Yr Perf Incep Morningstar Since 5-Yr 3-Yr 1-Yr YTD 3-Mo Exp Ratio Ratio 1 Risk Date Incep* (%) (%) Rating TM 22.63 07/07/1997 11.61 5.41 4.00 -5.59 -11.42 26.69 0.04 0.04 ★★★★★ ★★★★★ ★★★★★ ★★★★★ 359 495 615 669 3 6 5 12 22.93 12/31/1978 10.50 4.29 2.01 -6.63 -12.98 25.42 22.74 6/1/1956 9.32 2.49 -0.64 -11.41 -16.88 22.95 1.11 1.28 07/22/2019 3.36 2.78 34.99 377 508 577 625 22.97 12/31/1978 12.92 6.86 7.86 3.48 -3.06 30.58 0.60 0.61 15.28 05/01/2009 9.59 6.31 5.66 2.55 -5.70 18.35 0.4
Ticker VSCIX WTIXLX RWIGX VTMGX RERGX
Share Class Type Inst Retirement Inst Retirement
Performance As of: 06‐30‐2020 Name / Benchmark & Inv. Morningstar Category Info Type US OE Small Blend Vanguard Small Cap Index I MF Morningstar Ratings # of Funds in Category Morningstar Peer Rating % Russell 2000 TR USD US Fund Small Blend US SA Small Growth Small Cap Growth Fund CL I1 Morningstar Ratings # of Funds in Category Morningstar Peer Rating % Russell 2000 Growth TR USD US SA Small Growth US OE World Large Stock American Funds Capital World Gr&Inc R6 MF Morningstar Ratings # of Funds in Category Morningstar Peer Rating % MSCI ACWI NR USD US Fund World Large Stock US OE Foreign Large

