456-457 / 537
ABC Company Retirement Plan
Performance vs Category and Index
Security Name
Ticker
QTR YTD 1Yr
3Yr
5Yr 10Yr
2016 2015 2014 2013 2012
Domestic Equity
Vanguard Windsor™ II Inv
VWNFX 2.84 7.79 18.57 6.92 12.95 5.52 13.41 -3.22 11.16 30.69 16.72
Morningstar Large Value
1.78 5.55 16.49 6.40 12.64 5.20 14.88 -3.77 10.73 31.72 14.87
Rank in Category
14
13 30 40 45 44 65
44
47 65 30
BM Index - Russell 1000 Value TR USD
1.34 4.66 15.53 7.36 13.94 5.57 17.34 -3.83 13.45 32.53 17.51
Vanguard 500 Index Admiral
VFIAX
3.07 9.31 17.85 9.58 14.59 7.18 11.93 1.36 13.64 32.33 15.96
Morningstar Large Blend
2.92 8.65 17.17 7.60 13.35 6.20 10.45 -0.76 11.44 32.20 15.31
Rank in Category
40 30 42
9
19 19 28
21
18 46
41
BM Index - S&P 500 TR USD
3.09 9.34 17.90 9.61 14.63 7.18 11.96 1.38 13.69 32.39 16.00
Vanguard Growth Index Admiral
VIGAX 4.70 14.75 20.14 10.14 14.86 8.80 6.12 3.30 13.63 32.40 17.01
Morningstar Large Growth
5.01 14.14 20.02 8.80 13.87 7.51 3.19 4.01 10.33 34.70 15.70
Rank in Category
54 42
47 31 33 20 28
58
17 70
34
BM Index - Russell 1000 Growth TR USD
4.67 13.99 20.42 11.11 15.30 8.91 7.08 5.67 13.05 33.48 15.26
Vanguard Selected Value Inv
VASVX 2.17 8.10 24.27 6.10 14.75 7.40 16.34 -3.80 6.36 42.04 15.25
Morningstar Mid-Cap Value
1.03 4.58 17.26 5.74 13.37 6.17 18.08 -5.50 9.62 35.04 16.36
Rank in Category
16
6
9 48 23 19 63
34 83
7
71
BM Index - Russell Mid Cap Value TR USD
1.37 5.18 15.93 7.46 15.14 7.23 20.00 -4.78 14.75 33.46 18.51
Vanguard Mid Cap Index Admiral
VIMAX 2.77 9.13 17.25 8.07 14.78 7.48 11.22 -1.34 13.76 35.15 15.99
Morningstar Mid-Cap Blend
1.92 6.22 17.35 5.51 12.98 6.12 14.00 -4.36 8.63 34.72 16.89
Rank in Category
20 11 49 14 12 29 73
20
11 42 65
BM Index - Russell Mid Cap TR USD
2.70 7.99 16.48 7.69 14.72 7.67 13.80 -2.44 13.22 34.76 17.28
Vanguard Mid Cap Growth Inv
VMGRX 4.08 10.45 15.51 5.70 11.61 7.18 0.44 0.21 10.86 34.15 14.84
Morningstar Mid-Cap Growth
4.68 12.37 18.58 6.86 12.72 6.81 6.00 -0.45 7.36 35.20 14.54
Rank in Category
60 72 78 73 70 43
91
45 22
61 49
BM Index - Russell Mid Cap Growth TR USD
4.21 11.40 17.05 7.83 14.19 7.87 7.33 -0.20 11.90 35.74 15.81
Funds listed in
Blue
are alternative funds. Funds listed in
Green
are fund additions.