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CBIZ RPS Monitoring Criteria

Performance

3-year performance – Top 60% of category

5-year performance – Top 50% of category

10-year performance – Top 50% of category

Risk

3-year Sharpe ratio – Top 60% of category

5-year Sharpe ratio – Top 60% of category

5-year Upcapture – Top 60% of category

5-year Downcapture – Top 40% of category

Style/Operations

Style drift – style matches category

R-squared – greater than 80%

Manager tenure – 2 years or more

Total fund assets - $100 million +

Expense ratio – lowest 50% of category

Ratings

Score above 70% - Pass

Score below 70% - Watch

Typical number of consecutive Watch quarters for Action recommendation – 4

Style/Operations

20%

Risk

40%

Performance

40%