Page 90 - AugDefComp
P. 90

Style Box                                                                                                                                                         6/30/2021



                                Asset Class: Equity

                                The Style Box section is designed to identify diversification among the investment options within a plan.  Although it's not necessary to have exposure to every square in the
                                style box grid, it is important to have multiple styles represented in a well diversified portfolio.  The entire style box section is based on MPI’s analysis of the characteristics of
                                the general investment categories and not on the actual investment options and their holdings, which may change frequently.  Investment options are assigned to individual
                                style squares based on Morningstar categories as of the most recent calendar month. Morningstar categories are based on a fund’s style as measured by its underlying
                                portfolio holdings over the past three years and may change at any time.



                                                                   Value                                                     Blend                                                    Growth
                                           American Funds American Mutual R6                       American Funds Fundamental Invs R6                         American Funds Growth Fund of Amer R6

                                                                                                   Parnassus Core Equity Institutional

                                                                                                   Vanguard Institutional Index I
                                                                                                   Vanguard Total Stock Mkt Idx Adm
                                Large









                                           American Century Mid Cap Value R6                       Vanguard Mid Cap Index Institutional                       MassMutual Mid Cap Growth I






                                Mid







                                                                                                   Vanguard Small Cap Index I







                                Small














                              Past performance is no guarantee of future results. Rankings provided based on total returns. Performance quoted for mutual funds may include performance of a predecessor
                              fund/share class prior to the share class commencement of operations.




                                                                                                                       Page 39
   85   86   87   88   89   90   91   92   93   94   95