458-459 / 537
ABC Company Retirement Plan
Performance vs Category and Index
Security Name
Ticker
QTR YTD 1Yr
3Yr
5Yr 10Yr
2016 2015 2014 2013 2012
DFA US Small Cap I
DFSTX 0.92 1.91 21.56 7.25 14.61 7.95 23.53 -3.29 4.44 42.21 18.39
Morningstar Small Blend
1.53 3.24 20.96 5.71 12.76 6.12 20.82 -5.29 4.11 38.01 15.59
Rank in Category
68 70 46 30
19 12 30
31 56
19
19
BM Index - Russell 2000 TR USD
2.46 4.99 24.60 7.36 13.70 6.92 21.31 -4.41 4.89 38.82 16.35
Vanguard Small Cap Index Adm
VSMAX 1.95 5.76 19.14 6.78 14.13 7.83 18.30 -3.64 7.50 37.81 18.24
Morningstar Small Blend
1.53 3.24 20.96 5.71 12.76 6.12 20.82 -5.29 4.11 38.01 15.59
Rank in Category
41
18
74 40 28 14 72
35
16 50
21
BM Index - Russell 2000 TR USD
2.46 4.99 24.60 7.36 13.70 6.92 21.31 -4.41 4.89 38.82 16.35
Foreign Equity
Vanguard Total Intl Stock Index Admiral
VTIAX 5.82 14.79 20.05 1.35 7.68 1.17 4.67 -4.26 -4.17 15.14 18.21
Morningstar Foreign Large Blend
6.25 14.45 19.13 1.18 7.81 0.96 0.97 -1.67 -5.12 19.33 17.89
Rank in Category
74
41
37 44
54 38 12
80 30 82 42
BM Index - MSCI ACWI Ex USA NR USD
5.78 14.10 20.45 0.80 7.22 1.13 4.50 -5.66 -3.87 15.29 16.83
American Funds Europacific Growth R6
RERGX 7.69 17.78 22.18 3.72 9.61 3.44 1.01 -0.48 -2.29 20.58 19.64
Morningstar Foreign Large Growth
7.98 17.93 17.80 2.58 8.61 1.91 -2.19 1.09 -3.69 19.82 19.01
Rank in Category
57 52
16 21
24 11 20
69 29 46 43
BM Index - MSCI ACWI Ex USA NR USD
5.78 14.10 20.45 0.80 7.22 1.13 4.50 -5.66 -3.87 15.29 16.83
Vanguard Emerging Mkts Stock Idx Adm
VEMAX 3.47 14.69 18.86 0.64 3.36 1.58 11.73 -15.35 0.60 -5.02 18.86
Morningstar Diversified Emerging Mkts
5.87 18.14 20.48 0.49 4.08 1.50 8.59 -13.78 -2.84 0.34 19.17
Rank in Category
88 83 65 53 63 48 28
64
18 80
54
BM Index - MSCI EM NR USD
6.27 18.43 23.75 1.07 3.96 1.91 11.19 -14.92 -2.19 -2.60 18.22
Funds listed in
Blue
are alternative funds. Funds listed in
Green
are fund additions.