Page 37 - FebDefComp

10

0)
, 202 wth % .2 % .0 % .1 020) wth % .5 % .3 8.4%

ruary Go r 1 -2 -7 , 2 h rc Go r 81 93 10

b
e d % % w (Ma d % % %
eak (F n le B % .3 -7 .2 2 -1 .9 3 -1 o n le B 65.2 82.8 96.8

rket P rket L Russell 1000 Growth Index, Mid Russell 2000 Index, Small Value

e Ma e lu a % .0 7 % .4 9 % .6 1 e Ma c e lu a 57.4% 74.9% 83.0%

c V -1 -1 -2 Sn i V
Sn i Larg e Mid Small Larg e Mid Small

wth % .5 % .6 % .6 wth % .0 % .7 % .4

Go r 8 3 5 3 4 3 Go r 1 2 8 1 6 1 Russell 1000 Value Index, Large Growth – Russell Mid Cap Growth Index, Small Blend –

r d r d
a a
e n 18.4% 17.1% 20.0% e n 15.2% 13.4% 13.3%
Y le 5 Y le
1 B B

e % % % e % % %
lu lu
a 2.8 5.0 4.6 a 9.7 9.7 9.7
V Larg e Mid Small V Larg e Mid Small S&P 500 Index, Large Value –

Returns by Style

wth % .4 % .0 % .6 wth % .0 % .5 % .2 Russell Mid Cap Value Index, Mid Growth – Russell 2000 Growth Index

Go r 1 1 9 1 9 2 Go r 3 2 0 2 6 1

Months d n le 12.1% 19.9% 31.4% ear 3 Y d n le 14.2% 11.6% 10.2% ecember 31, 2020

3 B B Source: Morningstar Direct; GWCM Analysis; Large Blend – FOR FINANCIAL PROFESSIONAL AND PLAN SPONSOR USE ONLY.

performance as of D
e e Russell Mid Cap Index, Mid Value –
lu 16.3% 20.4% 33.4% lu 6.1% 5.4% 3.7% Russell 2000 Value Index, Small Growth –
a a
V V

Mid
Small
Larg e
Larg e
Mid
Small
Blend – –