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U.S. Equity Size and Style
as of 12/31/17
Quarter 4
Value Core Growth
5.33
Large 5.50 6.59 7.86
Mid 2.05
S mal l 6.07 6.81
3.34 4.59
1 Year (Annualized) Key
Hig
Low
Value Core Growth
Large 13.66 21.69 30.21
Mid
S mal l 13.34 18.52 25.27
7.84 14.65 22.17
Large 5 Year (Annualized)
Mid Value Core Growth
S mal l 14.04 15.71 17.33
14.68 14.96 15.30
13.01 14.12 15.21
Div ersification does not guarantee a profit or protect against loss.
Source: Morningstar Direct, 12/31/2017. Equity style boxes are based on targeted equit
1000 Index and Russell 1000 Growth Index are unmanaged indices that measure the pe
capitalization growth stocks, respectiv ely. The Russell Midcap Value Index, Russell Midc
the performance of mid-cap value stocks, mid-cap stocks and mid-cap growth stocks,
Index are unmanaged indices that measure the performance of small-cap value stock
reinv ested dividends and cannot be purchased directly by investors. Index performanc
performance of any particular investment. Past performance does not guarantee future
