Page 114 - FebDefComp

3-Yr Risk 10.87 11.38 11.15 11.27 12.25 11.31 9.83 9.92 8.92 15.52 13.10 16.14

Perf Incep Date 05/01/2009 1/1/2001 11/01/1954 04/30/2004 12/31/1992 03/01/1985 04/28/2004 1/28/2011 10/01/1948 05/01/2000 1/28/2011 7/1/1981

10-Yr/ Since Incep* 8.81 ★★★ 362 51 8.79 8.59 11.37 ★★★ 136 52 11.79 11.30 12.00 ★★★★ 45 16 12.15 10.76 16.19 ★★★★ 102 30 15.17 14.90

5-Yr 8.22 ★★★ 605 44 8.41 8.10 7.46 ★★★★ 197 30 6.80 6.81 10.42 ★★★★★ 52 3 10.51 8.66 10.58 ★★★★ 125 28 10.69 8.75

3-Yr 12.29 ★★★ 722 43 12.44 12.09 9.75 ★★★★ 221 27 7.70 8.38 13.66 ★★★★ 55 19 13.60 12.11 16.81 ★★★ 135 39 16.46 15.97

1-Yr 25.74 873 51 26.60 25.68 28.22 256 37 24.45 27.28 24.95 60 21 25.20 22.87 33.95 145 11 20.87 26.23

YTD 25.74 26.60 25.68 28.22 24.45 27.28 24.95 25.20 22.87 33.95 20.87 26.23

3-Mo 9.35 8.95 8.18 0.09 -0.80 0.63 0.32 0.50 0.92 19.36 14.21 18.64

Net Exp Ratio 1 (%) 0.44 1.14 0.88 1.21 0.10 1.12 0.89 1.26

Gross Exp Ratio (%) 0.44 2.26 0.88 2.52 0.10 1.22 0.89 1.39

Overall Morningstar Rating TM ★★★ ★★★★ ★★★★ ★★★★

Ticker RWIGX IARIX VUIAX HIAHX

Share Class Type Retirement Retirement Inst Inst

Performance As of: 12‐31‐2019 Name / Benchmark & Inv. Morningstar Category Info Type US OE World Large Stock American Funds Capital World Gr&Inc R6 MF Morningstar Ratings # of Funds in Category Morningstar Peer Rating % MSCI ACWI NR USD US Fund World Large Stock US OE Real Estate Invesco Real Estate R5 MF Morningstar Ratings # of Funds in Category Morningstar Peer Rating % S&P United States REIT TR USD US Fund Real Estate US OE Utilities Vanguard Utilities Index Adm MF Morningstar Ratings # of Funds in Category Morningstar Peer Rating % S&P 1500 Utilities TR US Fund Utilities US OE Health Ha