Page 37 - MayDefComp

Contribution to Return -0.61 -0.57 -0.49 -0.42 -0.36 -0.35 -0.35 -0.33 -0.32 -0.32 -4.11

Total Return -13.20 -35.00 -44.80 -39.32 -46.09 -53.94 -18.73 -39.17 -33.21 -19.28 -34.27

Best & Worst S&P 500 Stocks During 1Q Based on

Average Weight 4.69 1.56 0.99 1.00 0.70 0.63 1.85 0.78 0.92 1.65 14.78

Worst S&P 500 Stocks Apple Inc JPMorgan Chase & Co Exxon Mobil Corp Bank of America Corp Wells Fargo & Co Boeing Co Facebook Inc A Chevron Corp The Walt Disney Co Berkshire Hathaway Inc B Total/Average

Contribution to Return 0.16 0.09 0.07 0.05 0.03 0.03 0.02 0.02 0.01 0.01 0.48 Source of chart data: Morningstar Direct, 03/31/2020. The Global Industry Classification Standard (GICS) methodology has been widely accepted as an industry analysis framework for investment research, portfolio management and asset allocation. The GICS structure consists of 10 sectors. The S&P 500 Index is a broad-based measure of domestic stock market performance that includes the reinvestment of dividends. The index is unmanaged and cannot be purchased directly by investors. Index perform

Total Return 5.51 16.05 12.10 16.19 30.04 6.10 8.68 17.02 25.38 28.02 16.51
Contribution to Return

Average Weight 3.07 0.59 0.59 0.32 0.12 0.43 0.22 0.10 0.05 0.05 5.54 The mention of specific companies does not constitute a recommendation.

as of 03/31/2020 Best S&P 500 Stocks Amazon.com Inc Netflix Inc NVIDIA Corp Gilead Sciences Inc Regeneron Pharmaceuticals Inc Eli Lilly and Co Vertex Pharmaceuticals Inc Digital Realty Trust Inc NortonLifeLock Inc Citrix Systems Inc Total/Average guarantee future results.