Page 146 - NovDefComp

Scorecard - HRA Plan

Style Peer Group Qual Score
Asset Ticker/
Passive Assets
Class I D Style Tracking T E Expense Return S R Q3
Style R 2 2pt Max Q2 2020 Q1 2020 Q4 2019
Drift Error Rank Rank Rank Rank 2020
1 1 1 1 1 1 1 1 2 10 10 10 9
Vanguard Total Stock Mkt
$3,349.37 LCB-P VTSAX 6.2/
Idx Adm 2.6 99.9 0.6 13.0 11.0 46.0 61.0 LCB-P LCB-P LCB-P LCB-P
83.3
The investment seeks to track the performance of a benchmark index that measures the investment return of the overall stock market. The fund employs an indexing
investment approach designed to track the performance of the CRSP US Total Market Index, which represents approximately 100% of the investable U.S. stock market
Strategy Review
and includes large-, mid-, small-, and micro-cap stocks regularly traded on the New York Stock Exchange and Nasdaq. It invests by sampling the index, meaning that it
holds a broadly diversified collection of securities that, in the aggregate, approximates the full index in terms of key characteristics.

1 0 1 1 1 1 1 1 2 9 10 10 10
Vanguard Mid Cap Index
$18,573.52 MCB-P VIMAX -12.3/
Admiral 8.4 99.7 1.1 15.0 6.0 4.0 2.0 MCB-P MCB-P MCB-P MCB-P
5.1
The investment seeks to track the performance of a benchmark index that measures the investment return of mid-capitalization stocks. The fund employs an indexing
investment approach designed to track the performance of the CRSP US Mid Cap Index, a broadly diversified index of stocks of mid-size U.S. companies. The advisor
Strategy Review
attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the
same proportion as its weighting in the index.

1 0 1 1 1 1 1 1 2 9 9 9 8
Vanguard Small Cap
$1,758.37 SCB-P VSMAX 7.1/
Index Adm 21.2 98.7 2.6 62.0 7.0 2.0 2.0 SCB-P SCB-P SCB-P SCB-P
-57.1
The investment seeks to track the performance of a benchmark index that measures the investment return of small-capitalization stocks. The fund employs an indexing
investment approach designed to track the performance of the CRSP US Small Cap Index, a broadly diversified index of stocks of small U.S. companies. The advisor
Strategy Review
attempts to replicate the target index by investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the
same proportion as its weighting in the index.

1 1 1 1 0 1 1 1 2 9 9 9 9
Vanguard Developed
$9,207.52 ILCB-P VTMGX -21.6/
Markets Index Admiral 21.9 98.1 2.4 85.0 15.0 17.0 13.0 ILCB-P ILCB-P ILCB-P ILCB-P
18.0
The investment seeks to track the performance of the FTSE Developed All Cap ex US Index. The fund employs an indexing investment approach designed to track the
performance of the FTSE Developed All Cap ex US Index, a market-capitalization-weighted index that is made up of approximately 3873 common stocks of large-,
Strategy Review mid-, and small-cap companies located in Canada and the major markets of Europe and the Pacific region. The adviser attempts to replicate the target index by
investing all, or substantially all, of its assets in the stocks that make up the index, holding each stock in approximately the same proportion as its weighting in the
index.

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