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U.S. Equity Size and Style Returns (%)
as of 3/31/2019
Quarter 1 Year To Date
Value Core Growth Value Core Growth
Large 11.93 14.00 16.10 Large 11.93 14.00 16.10
Mid 14.37 16.54 19.62 Mid 14.37 16.54 19.62
Small 11.93 14.58 17.14 Small 11.93 14.58 17.14
Key
Highest
1 Year (Annualized) Lowest 3 Year (Annualized)
Value Core Growth Value Core Growth
Large 5.67 9.30 12.75 Large 10.45 13.52 16.53
Mid 2.89 6.47 11.51 Mid 9.50 11.82 15.06
Small 0.17 2.05 3.85 Small 10.86 12.92 14.87
5 Year (Annualized) 10 Year (Annualized)
Value Core Growth Value Core Growth
Large 7.72 10.63 13.50 Large 14.52 16.05 17.52
Mid 7.22 8.81 10.89 Mid 16.39 16.88 17.60
Small 5.59 7.05 8.41 Small 14.12 15.36 16.52
Diversification does not guarantee a profit or protect against loss.
Source: Morningstar Direct, 03/31/2019. 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-capitalization stocks and large
capitalization growth stocks, respectively. The Russell Midcap Value Index, Russell Midcap Index and the Russell Midcap Growth Index are unmanaged indices that measure
the performance of mid-cap value stocks, mid-cap stocks and mid-cap growth stocks, respectively. The Russell 2000 Value Index, Russell 2000 Index and Russell 2000 Growth
Index are unmanaged indices that measure the performance of small-cap value stocks, small-cap stocks and small-cap growth stocks, respectively. Each index includes
reinvested dividends and cannot be purchased directly by investors. Index performance is shown for illustrative purposes only and does not predict or depict the
performance of any particular investment. Past performance does not guarantee future results.
