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ABC Company Retirement Plan
Monitoring Report
Performance
Risk
Style / Operations
Security Name
3Yr
5Yr
10Yr
3Yr
Sharpe
5Yr
Sharpe
5Yr Up
Capture
5Yr
Down
Capture
Style
Drift
R-Sqrd
5Yr
Mgr
Tenure
AUM
(MM)
Exp
Rat
Pass
Watch
Action
Vanguard Emerging Mkts Stock Idx Adm
0.64
3.36
1.58 0.10
0.29
99.03
102.08
EM 97.53 8.91 76,767 0.14 Pass
Morningstar Diversified Emerging Mkts
0.49 4.08 1.50 0.09 0.35 90.89 88.59
-
87.34 5.96 2,247 1.39
Rank in Category
53 63 48 52 63 21 86
-
-
-
-
2
Funds listed in
Blue
are alternative funds. Funds listed in
Green
are fund additions.