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3-Yr Risk 15.22 15.40 15.41 17.88 19.52 19.94 17.84 18.31 18.43 17.10 17.43 17.60 21.69 22.39 22.88
Perf Incep Date 05/01/2009 12/31/1978 12/1/1925 7/26/2013 12/31/1985 7/1/1949 5/21/1998 12/31/1978 7/1/1938 11/15/2010 12/31/1985 9/1/1935 02/22/2005 12/31/1978 6/1/1968
10-Yr/ Since Incep* 11.02 ★★★ 812 53 12.97 10.99 8.21 ★★★★★ 241 5 7.22 5.69 8.87 ★★★★★ 216 7 8.77 6.60 10.99 ★★★★ 386 23 10.89 9.46 4.75 ★★★ 250 32 4.79 3.93
5-Yr 8.39 ★★★ 1086 43 10.36 7.64 1.89 ★★★★★ 345 6 -0.76 -1.79 2.10 ★★★★ 288 12 1.85 -0.58 5.31 ★★★ 498 39 5.61 4.33 -3.92 ★★★★ 356 44 -2.42 -4.27
3-Yr 7.55 ★★★ 1231 63 11.32 8.65 -3.94 ★★★★ 388 13 -5.97 -6.89 -0.25 ★★★★ 363 12 -0.81 -3.71 4.39 ★★★ 567 57 6.53 4.66 -10.73 ★★★ 407 46 -9.51 -11.15
1-Yr -4.10 1358 61 0.91 -3.72 -17.23 426 6 -24.13 -25.38 -16.63 402 20 -18.31 -20.69 -13.22 611 68 -9.45 -11.17 -30.14 432 37 -29.64 -31.64
YTD -15.04 -14.10 -15.48 -27.49 -31.71 -32.53 -25.71 -27.07 -28.28 -23.01 -20.04 -20.64 -34.62 -35.66 -36.89
3-Mo -15.04 -14.10 -15.48 -27.49 -31.71 -32.53 -25.71 -27.07 -28.28 -23.01 -20.04 -20.64 -34.62 -35.66 -36.89
Net Exp Ratio 1 (%) 0.31 1.07 0.63 1.09 0.04 1.04 0.71 1.17 0.76 1.23
Gross Exp Ratio (%) 0.31 1.48 0.63 1.44 0.04 1.29 0.71 1.58 0.77 1.87
Overall Morningstar Rating TM ★★★ ★★★★★ ★★★★★ ★★★ ★★★
Ticker RGAGX AMDVX VMCIX MEFZX JSVUX
Share Class Type Retirement Retirement Inst Inst Retirement
Performance As of: 03‐31‐2020 Name / Benchmark & Inv. Morningstar Category Info Type US OE Large Growth American Funds Growth Fund of Amer R6 MF Morningstar Ratings # of Funds in Category Morningstar Peer Rating % Russell 1000 Growth TR USD US Fund Large Growth US OE Mid-Cap Value American Century Mid Cap Value R6 MF Morningstar Ratings # of Funds in Category Morningstar Peer Rating % Russell Mid Cap Value TR USD US Fund Mid-Cap Value US OE Mid-Cap Blend Vanguard Mid Cap Index Institutional MF Morningstar Ratings # of Funds in Category Morningstar Peer Rating % Russell Mid Cap TR USD US Fund Mi

