Page 98 - NovDefComp

Scorecard - 457(b) 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 10
Vanguard Total Bond
$8,636,063.00 CFI-P VBTIX 16.1/
Market Index I 7.3 99.2 0.3 59.0 10.0 10.0 9.0 CFI-P CFI-P CFI-P CFI-P
71.0
The investment seeks the performance of Bloomberg Barclays U.S. Aggregate Float Adjusted Index. Bloomberg Barclays U.S. Aggregate Float Adjusted Index
measures the performance of a wide spectrum of public, investment-grade, taxable, fixed income securities in the United States-including government, corporate, and
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international dollar-denominated bonds, as well as mortgage-backed and asset-backed securities-all with maturities of more than 1 year. All of its investments will be
selected through the sampling process, and at least 80% of its assets will be invested in bonds held in the index.

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Bank of the West Savings $7,317,821.00 SV-P NA
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1 1 1 1 1 1 1 1 2 10 10 10 10
Vanguard Utilities Index
$5,783,041.00 UTI-P VUIAX 99.2/
Adm 0.5 100.0 0.3 6.0 3.0 12.0 12.0 UTI-P UTI-P UTI-P UTI-P
0.6
The investment seeks to track the performance of a benchmark index. The fund employs an indexing investment approach designed to track the performance of the
MSCI US Investable Market Index (IMI)/Utilities 25/50, an index made up of stocks of large, mid-size, and small U.S. companies within the utilities sector, as classified
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under the Global Industry Classification Standard (GICS). The Advisor attempts to replicate the target index by seeking to invest all, or substantially all, of its assets in
the stocks that make up the index, in order to hold each stock in approximately the same proportion as its weighting in the index. The fund is non-diversified.

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