392-393 / 499
Performance vs Category and Index
Security Name
Ticker
QTR YTD 1Yr
3Yr
5Yr 10Yr
2016 2015 2014 2013 2012
Balanced / Lifestyle / Asset Allocation
American Funds American Balanced R6
RLBGX
1.82 8.90 8.90 6.66 11.17 6.77 8.90 2.03 9.22 22.12 14.57
Morningstar Allocation--50% to 70% Equity
0.99 7.36 7.36 3.87 8.04 4.80 7.36 -1.86 6.35 16.93 11.99
Rank in Category
19
20
20
5
4
6
20
3
17
8
7
BM Index - DJ US Moderate TR USD
1.46 9.26 9.26 5.98 9.76 6.55 9.26 -0.13 9.08 19.56 11.92
Target Date
Vanguard Target Retirement Income Inv
VTINX
-0.99 5.25 5.25 3.50 4.91 4.88 5.25 -0.17 5.54 5.87 8.23
Morningstar Target-Date Retirement
-0.88 5.10 5.10 2.59 4.33 3.60 5.10 -1.40 4.17 5.41 8.59
Rank in Category
65
41
41
8
30
9
41
10
14
41
70
BM Index - DJ US Moderate TR USD
1.46 9.26 9.26 5.98 9.76 6.55 9.26 -0.13 9.08 19.56 11.92
Vanguard Target Retirement 2010 Inv
VTENX -1.02 5.22 5.22 3.61 5.97 4.61 5.22 -0.20 5.93 9.10 10.12
Morningstar Target-Date 2000-2010
-0.57 5.86 5.86 3.04 5.77 3.64 5.86 -1.16 4.56 9.64 10.30
Rank in Category
93
79
79 17
53
6
79
7
10
74
64
BM Index - DJ US Target 2010 TR USD
-1.58 4.06 4.06 3.74 5.13 4.98 4.06 0.35 6.92 6.70 7.79
Vanguard Target Retirement 2015 Inv
VTXVX -0.55 6.16 6.16 4.04 7.22 4.85 6.16 -0.46 6.56 13.00 11.37
Morningstar Target-Date 2015
-0.40 6.12 6.12 3.10 6.53 4.10 6.12 -1.35 4.75 11.78 11.51
Rank in Category
77
57
57 13
31
5
57
9
4
36
51
BM Index - DJ US Target 2015 TR USD
-1.19 5.20 5.20 4.25 6.25 5.22 5.20 0.28 7.40 9.73 8.89
Vanguard Target Retirement 2020 Inv
VTWNX -0.18 6.95 6.95 4.39 8.17 4.99 6.95 -0.68 7.11 15.85 12.35
Morningstar Target-Date 2020
-0.35 6.23 6.23 3.13 6.49 3.72 6.23 -1.46 4.91 11.61 11.79
Rank in Category
50
29
29
3
11
2
29
25
1
20
37
BM Index - DJ US Target 2020 TR USD
-0.54 6.28 6.28 4.80 7.57 5.56 6.28 0.27 8.00 13.52 10.24
Vanguard Target Retirement 2025 Inv
VTTVX
0.11 7.48 7.48 4.53 8.86 5.00 7.48 -0.85 7.17 18.14 13.29
Morningstar Target-Date 2025
0.02 6.73 6.73 3.38 7.66 3.93 6.73 -1.46 5.18 15.63 13.14
Rank in Category
48
24
24
3
18
7
24
27
4
25
43
BM Index - DJ US Target 2025 TR USD
0.40 7.77 7.77 5.48 9.08 5.98 7.77 0.19 8.69 17.76 11.71
Funds listed in
Blue
are alternative funds. Funds listed in
Green
are fund additions.