Page 163 - NovDefComp

Style Box

Asset Allocation - Conservative Asset Allocation - Moderate Asset Allocation - Aggressive
Vanguard Target Retirement Series Inv (8.2)

Large Cap Value Large Cap Blend Large Cap Growth
American Funds American Mutual R6 (10) Parnassus Core Equity Institutional (10) American Funds Growth Fund of Amer R6 (6)
Vanguard Institutional Index I (10)
Vanguard Total Stock Mkt Idx Inv (10)

Mid/Smid Cap Value Mid/Smid Cap Blend Mid/Smid Cap Growth
American Century Mid Cap Value R6 (10) Vanguard Mid Cap Index Institutional (9) MassMutual Select Mid Cap Growth I (8)

Small Cap Value Small Cap Blend Small Cap Growth
Small Cap Value I1 (BMO Disciplined SCV) (7) Vanguard Small Cap Index I (9) Small Cap Growth I1 (Victory RS SCG R6) (10)

International Equity Global Equity Cash Alternatives
Invesco Developing Mkts R6 (10) American Funds Capital World Gr&Inc R6 (8) Bank of the West Savings (-)
Vanguard Developed Markets Index Inv (9) SAGIC Core Bond (-)
American Funds Europacific Growth R6 (7)

Fixed Income Specialty/Alternatives Notes
1. Target Date Fund series show the series name, glidepath risk
PIMCO Total Return Instl (10) Invesco Real Estate R5 (10)
posture and the average score.
Vanguard Total Bond Market Index I (10) Vanguard Utilities Index Adm (10)
2. Risk based funds are grouped into either conservative, moderate or
MassMutual Premier High Yield I (8) Hartford Healthcare HLS IA (7)
aggressive style boxes.
3. Only the top three scoring funds in each asset class are shown due
to spacing concerns.
Considerations: Add Delete Watchlist

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