400-401 / 499
Performance vs Category and Index
Security Name
Ticker
QTR YTD 1Yr
3Yr
5Yr 10Yr
2016 2015 2014 2013 2012
American Beacon Small Cp Val Inst
AVFIX 13.79 26.77 26.77 8.02 15.52 7.94 26.77 -5.04 4.70 40.06 16.52
Morningstar Small Value
12.19 25.99 25.99 6.64 13.92 6.74 25.99 -6.68 3.69 36.45 16.24
Rank in Category
27
41
41 35
23 19
41
40
42
23
48
BM Index - Russell 2000 Value TR USD
14.07 31.74 31.74 8.31 15.07 6.26 31.74 -7.47 4.22 34.52 18.05
Vanguard Small Cap Index Adm
VSMAX
6.10 18.30 18.30 7.01 14.83 8.18 18.30 -3.64 7.50 37.81 18.24
Morningstar Small Blend
9.50 20.78 20.78 5.90 13.51 6.78 20.78 -5.43 4.07 37.98 15.50
Rank in Category
94
71
71 39
33 19
71
34
15
50
21
BM Index - S&P SmallCap 600 TR USD
11.13 26.56 26.56 9.47 16.62 9.03 26.56 -1.97 5.76 41.31 16.33
Fidelity Advisor® Small Cap Growth I
FCIGX
1.76 11.00 11.00 6.83 14.77 8.48 11.00 5.79 3.85 44.49 13.00
Morningstar Small Growth
3.34 11.21 11.21 3.55 12.31 7.06 11.21 -2.25 2.50 41.62 13.96
Rank in Category
68
46
46 14
11 14
46
4
39
31
63
BM Index - Russell 2000 Growth TR USD
3.57 11.32 11.32 5.05 13.74 7.76 11.32 -1.38 5.60 43.30 14.59
Foreign Equity
American Funds Capital World Gr&Inc R6
RWIGX -0.15 6.85 6.85 3.05 10.39 4.66 6.85 -1.88 4.36 25.28 19.56
Morningstar World Stock
-0.37 5.57 5.57 2.10 9.24 3.65 5.57 -1.01 2.35 26.50 16.34
Rank in Category
45
34
34 31
26 26
34
59
28
57
25
BM Index - MSCI ACWI NR USD
1.19 7.86 7.86 3.13 9.36 3.56 7.86 -2.36 4.16 22.80 16.13
Vanguard Total Intl Stock Index Admiral
VTIAX
-1.93 4.67 4.67 -1.34 5.50 0.91 4.67 -4.26 -4.17 15.14 18.21
Morningstar Foreign Large Blend
-2.22 0.78 0.78 -2.11 5.75 0.55 0.78 -1.63 -5.07 19.37 18.06
Rank in Category
45
12
12 31
59 32
12
80
30
81
44
BM Index - MSCI EAFE NR USD
-0.71 1.00 1.00 -1.60 6.53 0.75 1.00 -0.81 -4.90 22.78 17.32
American Funds Europacific Growth R6
RERGX -4.15 1.01 1.01 -0.60 7.22 2.89 1.01 -0.48 -2.29 20.58 19.64
Morningstar Foreign Large Growth
-5.67 -2.14 -2.14 -1.83 6.12 1.40 -2.14 0.84 -3.82 19.81 18.77
Rank in Category
25
21
21 20
25
9
21
64
27
48
40
BM Index - MSCI EAFE Growth NR USD
-5.53 -3.04 -3.04 -1.20 6.67 1.64 -3.04 4.09 -4.43 22.55 16.86
Funds listed in
Blue
are alternative funds. Funds listed in
Green
are fund additions.