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Style Box 6/30/2021
Asset Class: Balanced
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.
Allocation--15% to 30% Equity Allocation--30% to 50% Equity Allocation--50% to 70% Equity
Allocation--70% to 85% Equity Allocation--85%+ Equity World
Target Date Specialty Other
Vanguard Instl Trgt Retire Inc Instl Invesco Real Estate R5
Vanguard Instl Trgt Retire 2015 Instl Hartford Healthcare HLS IA
Vanguard Instl Trgt Retire 2020 Instl Vanguard Utilities Index Adm
Vanguard Instl Trgt Retire 2025 Instl
Vanguard Instl Trgt Retire 2030 Instl
Vanguard Instl Trgt Retire 2035 Instl
Vanguard Instl Trgt Retire 2040 Instl
Vanguard Instl Trgt Retire 2045 Instl
Vanguard Instl Trgt Retire 2050 Instl
...
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.
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