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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 Small Cap Index Adm
7.01 14.83 8.18 0.55 1.12 91.69
94.16
SB 93.92
0.75
69,442 0.08 Pass
Morningstar Small Blend
5.78 14.03 6.70 0.44 0.96 89.97 92.03
-
91.59 8.06 1,294 1.16
Rank in Category
39 33 19 33 19
51 33
-
-
-
-
2
Fidelity Advisor® Small Cap Growth I
6.83 14.77 8.48 0.52 1.08 92.21 81.18 SG 94.17 5.17 2,383 1.10 Pass
Morningstar Small Growth
3.06 12.30 7.31 0.26 0.82 89.12 95.90
-
90.26 9.27 1,110 1.21
Rank in Category
14 11 14 14 10 38 73
-
-
-
-
36
Foreign Equity
American Funds Capital World Gr&Inc R6
3.05 10.39 4.66 0.32 0.97 98.92 89.79 WS 96.77 23.83 81,840 0.45 Pass
Morningstar World Stock
1.65 9.33 3.69 0.18 0.78 95.45 99.51
-
86.08 6.77 3,486 1.21
Rank in Category
31 26 26 29 15 45 69
-
-
-
-
4
Vanguard Total Intl Stock Index Admiral
-1.34
5.50
0.91 -0.06 0.47 90.80 93.61
FB 94.00 8.42 231,928 0.12 Pass
Morningstar Foreign Large Blend
-2.43 5.84 0.35 -0.16 0.47 89.21 95.45
-
92.20 6.65 4,377 1.05
Rank in Category
31 59 32 30 60 49 49
-
-
-
-
4
American Funds Europacific Growth R6
-0.60 7.22 2.89 -0.01 0.63 90.75 83.39 FG 93.36 25.08 120,688 0.50 Pass
Morningstar Foreign Large Growth
-2.19 6.25 1.55 -0.14 0.51 89.64 93.47
-
89.44 8.38 7,576 1.15
Rank in Category
20 25
9 23 18 52 86
-
-
-
-
4
Funds listed in
Blue
are alternative funds. Funds listed in
Green
are fund additions.