Page 87 - FebDefComp

Growth
35.47
36.39
28.48
Year To Date
31.43
25.52
30.54
Core
U.S. Equity Size and Style Returns (%)
Value
22.39
27.06
26.54
Large
Small
Mid
Key Highest Lowest 3 Year (Annualized) Growth Core Value 20.49 15.05 9.68 Large 17.36 12.06 8.10 Mid 12.49 8.59 4.77 Small 10 Year (Annualized) Growth Core Value 15.22 13.54 11.80 Large 14.24 13.19 12.41 Mid 13.01 11.83 10.56 Small Source: Morningstar Direct, 12/31/2019. Equity style boxes are based on targeted equity styles as determined by valuation measures. The Russell 1000 Value Index, Russell 1000 Index and Russell 1000 Growth Index are unmanaged indices that measure the performance of large-capitalization value stocks, large-c
Growth 10.62 8.17 11.39 Growth 36.39 35.47 28.48 Growth 14.63 11.60 9.34 reinvested dividends and cannot be purchased directly by investors. Index performance is shown for illustrative purposes only

Quarter 4 Core 9.04 7.06 9.94 1 Year (Annualized) Core 31.43 30.54 25.52 5 Year (Annualized) Core 11.48 9.33 8.23 performance of any particular investment. Past performance does not guarantee future results.

Value 7.41 6.36 8.49 Value 26.54 27.06 22.39 Value 8.29 7.62 6.99 Diversification does not guarantee a profit or protect against loss.

as of 12/31/2019 Large Mid Small Large Mid Small Large Mid Small