396-397 / 499
Performance vs Category and Index
Security Name
Ticker
QTR YTD 1Yr
3Yr
5Yr 10Yr
2016 2015 2014 2013 2012
Vanguard Target Retirement 2060 Inv
VTTSX
1.25 8.84 8.84 4.67
-
-
8.84 -1.68 7.16 24.35
-
Morningstar Target-Date 2060+
1.24 7.81 7.81 3.31
-
-
7.81 -1.12 5.53 24.35
-
Rank in Category
59
21
21
1
-
-
21
72
1
1
-
BM Index - Morningstar Lifetime Mod 2060 TR USD
1.57 10.88 10.88 3.81 9.64 5.29 10.88 -3.48 4.53 22.18 15.90
Domestic Equity
T. Rowe Price Equity Income I
REIPX
7.32 19.40 19.40 6.20 12.75 5.68 19.40 -6.66 7.49 29.75 17.25
Morningstar Large Value
6.34 14.83 14.83 6.85 12.98 5.40 14.83 -3.80 10.66 31.66 14.78
Rank in Category
33
11
11 70
60 45
11
85
90
73
24
BM Index - Russell 1000 Value TR USD
6.68 17.34 17.34 8.59 14.80 5.72 17.34 -3.83 13.45 32.53 17.51
Vanguard Value Index Adm
VVIAX
7.51 16.86 16.86 9.45 14.98 5.98 16.86 -0.86 13.18 33.05 15.18
Morningstar Large Value
6.34 14.83 14.83 6.85 12.98 5.40 14.83 -3.80 10.66 31.66 14.78
Rank in Category
28
28
28
7
9 36
28
16
16
37
48
BM Index - Russell 1000 Value TR USD
6.68 17.34 17.34 8.59 14.80 5.72 17.34 -3.83 13.45 32.53 17.51
Vanguard Windsor™ II Admiral™
VWNAX
5.70 13.51 13.51 6.95 13.32 5.78 13.51 -3.14 11.26 30.80 16.80
Morningstar Large Value
6.34 14.83 14.83 6.85 12.98 5.40 14.83 -3.80 10.66 31.66 14.78
Rank in Category
65
62
62 50
48 42
62
43
44
62
29
BM Index - Russell 1000 Value TR USD
6.68 17.34 17.34 8.59 14.80 5.72 17.34 -3.83 13.45 32.53 17.51
Calvert US Large Cap Core Rspnb Idx I
CISIX
3.52 10.71 10.71 8.60 15.28 6.88 10.71 1.14 14.41 35.04 17.71
Morningstar Large Blend
3.86 10.38 10.38 6.81 13.17 6.06 10.38 -0.83 11.38 32.16 15.28
Rank in Category
60
49
49 11
5 23
49
25
11
20
15
BM Index - S&P 500 TR USD
3.82 11.96 11.96 8.87 14.66 6.95 11.96 1.38 13.69 32.39 16.00
Vanguard Institutional Index I
VINIX
3.82 11.93 11.93 8.85 14.63 6.95 11.93 1.37 13.65 32.35 15.98
Morningstar Large Blend
3.86 10.38 10.38 6.81 13.17 6.06 10.38 -0.83 11.38 32.16 15.28
Rank in Category
44
27
27
6
15 21
27
20
17
45
40
BM Index - S&P 500 TR USD
3.82 11.96 11.96 8.87 14.66 6.95 11.96 1.38 13.69 32.39 16.00
Funds listed in
Blue
are alternative funds. Funds listed in
Green
are fund additions.