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3-Yr Risk 20.53 21.20 21.07 22.13 20.74 20.05 14.06 14.89 14.68 15.33 15.15 14.87 15.57 14.11 14.32
Perf Incep Date 07/07/1997 12/31/1978 6/1/1956 03/31/2008 12/31/1978 6/1/1946 05/01/2009 1/1/2001 11/1/1954 08/17/1999 1/1/2001 12/1/1961 05/01/2009 1/1/2001 05/01/1981
10-Yr/ Since Incep* 7.86 ★★★★★ 362 8 6.90 5.96 9.50 ★★★ 381 43 8.89 8.81 6.34 ★★★★ 371 38 5.88 5.72 2.74 ★★★★ 369 25 2.05 2.15 3.97 ★★★ 248 59 3.91 4.46
5-Yr 0.43 ★★★★ 501 14 -0.25 -1.76 0.45 ★★ 502 78 1.70 2.77 2.86 ★★★ 619 41 2.85 2.45 -0.59 ★★★★ 503 32 -0.64 -1.14 0.91 ★★★ 340 57 2.10 1.79
3-Yr -3.26 ★★★★★ 628 9 -4.64 -6.82 -0.36 ★★★ 577 64 0.10 1.69 1.62 ★★★ 751 43 1.50 1.13 -2.41 ★★★ 638 52 -1.96 -2.74 0.28 ★★ 409 69 2.53 2.03
1-Yr -23.34 690 21 -23.99 -26.41 -20.87 635 69 -18.58 -17.66 -10.74 864 42 -11.26 -11.91 -15.87 743 57 -15.57 -15.67 -12.70 466 85 -7.31 -8.32
YTD -30.08 -30.61 -32.37 -27.87 -25.76 -24.59 -20.32 -21.37 -21.05 -24.07 -23.36 -23.39 -22.43 -18.25 -19.08
3-Mo -30.08 -30.61 -32.37 -27.87 -25.76 -24.59 -20.32 -21.37 -21.05 -24.07 -23.36 -23.39 -22.43 -18.25 -19.08
Net Exp Ratio 1 (%) 0.04 1.11 0.95 1.25 0.42 1.14 0.07 1.01 0.49 1.13
Gross Exp Ratio (%) 0.04 2.18 0.99 1.46 0.42 2.31 0.07 5.52 0.49 1.64
Overall Morningstar Rating TM ★★★★★ ★★★ ★★★★ ★★★★ ★★★
Ticker VSCIX WSCGX RWIGX VTMGX RERGX
Share Class Type Inst Inst Retirement Inst Retirement
Performance As of: 03‐31‐2020 Name / Benchmark & Inv. Morningstar Category Info Type US OE Small Blend Vanguard Small Cap Index I MF Morningstar Ratings # of Funds in Category Morningstar Peer Rating % Russell 2000 TR USD US Fund Small Blend US OE Small Growth Wells Fargo Small Company Growth Inst MF Morningstar Ratings # of Funds in Category Morningstar Peer Rating % Russell 2000 Growth TR USD US Fund Small Growth US OE World Large Stock American Funds Capital World Gr&Inc R6 MF Morningstar Ratings # of Funds in Category Morningstar Peer Rating % MSCI ACWI NR USD US Fund World Large Stock US

