Page 65 - FebDefComp

3-Yr Risk 16.97 17.40 16.55 16.98 17.79 17.16 14.49 19.90 19.75

Perf Incep Date 10/27/2003 02/18/2009 10/1/2003 08/18/2010 02/18/2009 3/1/2001 05/01/2009 01/01/1987 5/1/1931

10-Yr/ Since Incep* 10.09 ★★★★ 83 17 9.33 9.29 10.10 ★★★★ 44 24 9.14 9.45 11.03 ★★★★★ 716 21 10.50 9.73

5-Yr 12.09 ★★★★ 148 28 11.61 11.40 12.09 ★★★ 145 36 11.61 11.64 11.24 ★★★★★ 998 19 9.74 9.42

3-Yr 10.20 ★★★ 184 32 9.03 9.54 10.22 ★★★ 184 36 8.88 9.69 8.02 ★★★★★ 1128 20 6.07 5.57

1-Yr 16.30 207 36 12.95 15.10 16.32 207 41 12.91 15.47 5.10 1200 32 2.80 2.91

YTD 16.30 12.95 15.10 16.32 12.91 15.47 5.10 2.80 2.91

3-Mo 13.90 15.40 13.79 13.97 16.03 14.43 8.35 16.25 15.73

Net Exp Ratio 1 (%) 0.15 0.75 0.15 0.75 0.27 1.00

Gross Exp Ratio (%) 0.15 2.45 0.15 3.76 0.27 1.24

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

Ticker VTIVX VFFVX RMFGX

Share Class Type Inv Inv Retirement

Name / Benchmark & Morningstar Category Info Vanguard Target Retirement 2045 Inv Morningstar Lifetime Mod 2045 TR USD Vanguard Target Retirement 2055 Inv Morningstar Lifetime Mod 2055 TR USD American Funds American Mutual R6

Performance As of: 12‐31‐2020

US OE Target-Date 2045 Morningstar Ratings # of Funds in Category Morningstar Peer Rating % US Fund Target-Date 2045 US OE Target-Date 2055 Morningstar Ratings # of Funds in Category Morningstar Peer Rating % US Fund Target-Date 2055 US OE Large Value Morningstar Ratings # of Funds in Category Morningstar Peer Rating % Russell 1000 Value TR USD US Fund Large Value

Inv. Type MF MF MF