Page 11 - FebDefComp

Scorecard™

Core Lineup

Style Risk/Return Peer Group Qual Score
Asset Ticker/
Active Info
Class I D Style 2 Risk/ Up/ Info Return
Style R Ratio 2pt Max Q4 2020 Q3 2020 Q2 2020 Q1 2020
Drift Return Down Ratio Rank
Rank
1 1 1 1 0 0 0 0 2 6 6 6 8
American Funds Growth Fund
LCG RGAGX 76.0/ 16.3/ 92.5/
of Amer R6 13.0 94.6 -0.53 67.0 64.0 LCG LCG LCG LCG
71.2 19.0 97.2
1 1 1 1 0 0 0 0 2 6 6 6 8
American Funds Growth Fund
LCG GAFFX 76.2/ 16.3/ 92.4/
of Amer F3 13.0 94.7 -0.56 67.0 64.0 LCG LCG LCG LCG
71.3 18.9 97.5

1 1 1 1 1 1 1 1 2 10 10 7 7
PIMCO Total Return A CFI PTTAX 24.9/ 3.2/ 99.0/
10.2 84.3 0.04 45.0 47.0 CFI CFI CFI CFI
65.9 4.5 94.9

0 0 1 1 1 1 1 1 1 7 8 6 5
PIMCO Long-Term Real
UGT PRAIX -36.4/ 9.1/ 211.5/
Return Instl 46.9 82.5 0.87 1.0 2.0 T UGT UGT UGT UGT
90.4 10.3 207.8
1 1 1 0 0 0 1 1 1 6 6 5 5
PIMCO Real Return A UGT PRTNX -84.0/ 3.8/ 99.1/
2.0 93.9 -0.1 22.0 23.0 T UGT UGT UGT UGT
84.0 5.0 100.7
1 1 1 1 0 1 0 0 2 7 7 6 7
Hartford Healthcare Y HC HGHYX -98.8/ 17.3/ 109.4/
9.1 88.3 0.04 54.0 54.0 HC HC HC HC
-63.2 12.4 111.9
1 1 1 1 0 1 0 0 2 7 7 6 7
Hartford Healthcare HLS IA HC HIAHX -98.9/ 17.4/ 110.1/
9.1 88.1 0.05 53.0 53.0 HC HC HC HC
-62.8 12.4 112.5