Page 112 - FebDefComp
P. 112
3-Yr Risk 14.94 15.93 15.19 17.42 16.60 15.86 11.40 11.50 11.09 12.25 11.66 11.65 13.45 14.37 13.05
Perf Incep Date 07/07/1997 12/31/1978 06/01/1956 03/31/2008 12/31/1978 06/01/1946 08/17/1999 1/1/2001 12/01/1961 05/01/2009 1/1/2001 05/01/1981 12/29/2011 12/29/2000 09/01/1989
10-Yr/ Since Incep* 12.83 ★★★★★ 367 9 11.83 11.17 13.94 ★★★ 379 28 13.01 12.68 5.74 ★★★★ 372 26 4.97 5.15 6.73 ★★★ 246 55 6.24 6.90 6.12 ★★★★★ 242 6 3.68 3.75
5-Yr 8.90 ★★★★ 507 17 8.23 7.12 8.65 ★★ 505 71 9.34 9.92 6.18 ★★★★ 495 21 5.51 5.37 7.41 ★★★ 338 44 7.30 7.25 6.62 ★★★★ 577 21 5.61 4.84
3-Yr 10.33 ★★★★★ 630 7 8.59 6.84 13.70 ★★★ 571 51 12.49 13.66 9.69 ★★★ 628 38 9.87 9.09 12.45 ★★★ 405 47 12.89 12.69 14.13 ★★★★ 712 13 11.57 10.49
1-Yr 27.40 702 18 25.52 23.75 26.46 640 55 28.48 27.68 22.05 732 42 21.51 21.59 27.40 469 59 27.34 27.83 24.53 835 20 18.42 19.25
YTD 27.40 25.52 23.75 26.46 28.48 27.68 22.05 21.51 21.59 27.40 27.34 27.83 24.53 18.42 19.25
3-Mo 8.14 9.94 8.02 11.46 11.39 9.46 8.36 8.92 8.39 10.09 9.58 9.37 11.88 11.84 10.33
Net Exp Ratio 1 (%) 0.04 1.13 0.95 1.25 0.07 1.01 0.49 1.13 0.83 1.33
Gross Exp Ratio (%) 0.04 2.20 0.99 1.45 0.07 1.36 0.49 1.63 0.83 2.21
Overall Morningstar Rating TM ★★★★★ ★★★ ★★★★ ★★★ ★★★★
Ticker VSCIX WSCGX VTMGX RERGX ODVIX
Share Class Type Inst Inst Inst Retirement Inst
Performance As of: 12‐31‐2019 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 OE Small Growth Wells Fargo Small Company Growth Inst MF Morningstar Ratings # of Funds in Category Morningstar Peer Rating % Russell 2000 Growth TR USD US Fund Small Growth US OE Foreign Large Blend Vanguard Developed Markets Index Admiral MF Morningstar Ratings # of Funds in Category Morningstar Peer Rating % MSCI ACWI Ex USA NR USD US Fund Foreign Larg

