Page 41 - MayDefComp
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3-Yr   Risk  4.42      4.61  3.96  8.64     6.11  6.65  3.45    3.86  3.72  4.39     4.89  4.70  6.44    6.16  6.13


                    Perf Incep   Date  03/01/2011  8/29/1986  9/1/1935  11/01/1995  02/18/2009  07/01/1929  10/27/2003  2/18/2009  03/01/1994  10/27/2003  2/18/2009  09/01/1990  10/27/2003  02/18/2009  10/1/2003







                   10-Yr/  Since   Incep*  10.15  ★★★★  332  30  11.24  9.49  9.42  ★★★  439  66  9.55  9.98  6.69  ★★★  91  53  6.79  6.62  9.25  ★★★★  50  47  9.05  8.81  10.95  ★★★★  74  22  11.00  10.25






                     5-Yr      4.79  ★★★★★  519  7  4.70  3.45  4.89  ★★★  601  62  5.40  5.12  4.13  ★★★★  126  23  3.77  3.45  4.98  ★★★★  83  29  4.62  4.42  6.07  ★★★★★  147  5  5.47  5.09





                     3-Yr      8.28  ★★★★  610  18  8.69  6.97  7.92  ★★★  690  35  8.05  7.44  4.87  ★★★  161  48  5.21  4.79  6.28  ★★★  112  51  6.42  6.16  8.20  ★★★★  187  28  7.94  7.51



                     1-Yr      4.95  700  39  5.94  4.33  1.36  758  86  4.42  3.90  3.92  185  35  4.06  3.44  3.87  139  33  4.41  3.48  3.83  227  34  4.52  3.38


                     YTD       7.01        7.40  6.35  8.78     8.68  8.89  5.50    6.03  5.75  6.49     7.44  6.90  8.82    8.96  8.44


                     3-Mo      7.01        7.40  6.35  8.78     8.68  8.89  5.50    6.03  5.75  6.49     7.44  6.90  8.82    8.96  8.44


                   Net Exp   Ratio 1   (%)   0.54  1.04  0.78      1.12  0.12          0.77  0.13           0.72  0.13          0.77




                   Gross   Exp Ratio   (%)  0.54  2.43  0.88       1.69  0.12          4.15  0.13           5.78  0.13          2.49





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





                     Ticker    MPHZX                OAKBX               VTINX                VTXVX               VTTVX



                    Share Class   Type  Inst        No Load             Inv                  Inv                 Inv

















         Performance As of: 03‐29‐2019  Name / Benchmark &  Inv.  Morningstar Category Info  Type  US OE High Yield Bond MassMutual Premier High Yield I  MF  Morningstar Ratings  # of Funds in Category  Morningstar Peer Rating % ICE BofAML US High Yield TR USD  US Fund High Yield Bond US OE Allocation--50% to 70% Equity Oakmark Equity And Income Investor  MF  Morningstar Ratings  # of Funds in Category Morningstar Peer Rating % Morningstar Mod Tgt Risk TR USD US Fund Allocation--50% to 70% Equity US OE Target-Date Retirement Vanguard Target Retirement Income Inv  MF  Morningstar Ratings  # of Funds in Category  Morningstar P
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