Page 81 - MayDefComp

Fund Performance by Asset Class 3/31/2021

Trailing Performance

Ticker Annualized Returns / Peer Ranks Since Inception
1 Yr / 3 Yr / 5 Yr / 10 Yr /
3 Mo YTD Return Date
Peer Rank Peer Rank Peer Rank Peer Rank

Equity
Large Value
American Funds American Mutual R6 RMFGX 7.92 7.92 38.59 / 92 11.58 / 34 12.13 / 40 11.34 / 28 13.21 05/01/2009
Russell 1000 Value Index 11.26 11.26 56.09 / 50 10.96 / 43 11.74 / 48 10.99 / 38
Large Value Median 11.21 11.21 55.89 / 50 10.65 / 50 11.66 / 50 10.60 / 50
Number of Funds in Peer Group 421 421 412 386 342 271
Large Blend
American Funds Fundamental Invs R6 RFNGX 6.41 6.41 55.01 / 65 13.91 / 73 15.37 / 49 12.79 / 53 14.97 05/01/2009
Parnassus Core Equity Institutional PRILX 7.18 7.18 56.53 / 50 19.57 / 2 16.52 / 18 14.40 / 5 11.96 04/28/2006
Vanguard Institutional Index I VINIX 6.18 6.18 56.34 / 52 16.76 / 26 16.27 / 24 13.89 / 13 10.47 07/31/1990
Vanguard Total Stock Mkt Idx Adm VTSAX 6.43 6.43 62.73 / 20 17.13 / 17 16.65 / 14 13.79 / 19 8.05 11/13/2000
S&P 500 Index 6.17 6.17 56.35 / 51 16.78 / 25 16.29 / 22 13.91 / 13
Large Blend Median 6.28 6.28 56.52 / 50 15.50 / 50 15.34 / 50 12.91 / 50
Number of Funds in Peer Group 641 641 544 472 402 324
Large Growth
American Funds Growth Fund of Amer R6 RGAGX 2.54 2.54 66.90 / 29 19.89 / 53 20.17 / 40 15.34 / 40 16.71 05/01/2009
Russell 1000 Growth Index 0.94 0.94 62.74 / 41 22.80 / 27 21.05 / 27 16.63 / 18
Large Growth Median 1.93 1.93 61.04 / 50 20.34 / 50 19.24 / 50 14.98 / 50
Number of Funds in Peer Group 435 435 419 393 354 298
Mid-Cap Value
American Century Mid Cap Value R6 AMDVX 12.18 12.18 57.74 / 91 9.72 / 60 11.12 / 58 11.46 / 11 10.90 07/26/2013
Russell Mid-Cap Value Index 13.05 13.05 73.76 / 58 10.70 / 38 11.60 / 47 11.05 / 28
Mid-Cap Value Median 15.53 15.53 75.98 / 50 10.10 / 50 11.48 / 50 10.25 / 50
Number of Funds in Peer Group 134 134 134 126 114 87
Mid-Cap Blend

Vanguard Mid Cap Index Institutional VMCIX 7.18 7.18 70.61 / 61 14.66 / 21 14.60 / 25 12.30 / 17 10.61 05/21/1998
Russell Mid-Cap Index 8.14 8.14 73.64 / 51 14.73 / 20 14.67 / 22 12.47 / 15
Mid-Cap Blend Median 10.42 10.42 73.66 / 50 12.80 / 50 13.52 / 50 11.28 / 50
Number of Funds in Peer Group 175 175 166 151 130 100
Mid-Cap Growth
MassMutual Select Mid Cap Growth I MEFZX 2.69 2.69 68.31 / 70 17.05 / 73 17.19 / 67 14.05 / 38 15.22 11/15/2010
Russell Mid-Cap Growth Index -0.57 -0.57 68.61 / 69 19.41 / 47 18.39 / 52 14.11 / 36
Mid-Cap Growth Median 2.36 2.36 74.26 / 50 18.87 / 50 18.55 / 50 13.69 / 50
Number of Funds in Peer Group 205 205 197 185 169 139

Past performance is no guarantee of future results. Rankings provided based on total returns. Performance quoted for mutual funds may include performance of a predecessor
fund/share class prior to the share class commencement of operations.

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