Page 91 - AugDefComp
P. 91
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

