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Calendar Year Returns by Asset Class
Value – Russell Mid Cap Growth Russell 1000 Value Index, Mid Growth – MSCI EAFE NR Index, Russell 2000 Value Index, International – Russell 2000 Growth Index, Sm Value – 60% S&P 500 Index and 40% Bloomberg Barclays US
12/31/2020 Russell 1000 Growth Index, Lg Bloomberg Barclays US Aggregate Bond Index, Balanced –
*Cumulative return is for the time period 1/1/2011 –
Growth –
Source: Morningstar Direct; GWCM Analysis; Lg
Bond – Russell Mid Cap Value Index, Sm Growth – FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY.
MSCI EM NR Index, Agg
Index, Mid Value – Mkt – Emrg Aggregate Bond Index.

