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Fund Name Morningstar
Category
Rating
Type
Overall
MorningStar
Rating
Morningstar Rating/Number of
Funds in Category (As of 10/31/2016)
3 Year
(stars/funds)
5 Year
(stars/funds)
10 Year
(stars/funds)
Fund Name Morningstar
Category
Rating
Type
Overall
MorningStar
Rating
Morningstar Rating/Number of
Funds in Category (As of 10/31/2016)
3 Year
(stars/funds)
5 Year
(stars/funds)
10 Year
(stars/funds)
Multialternative
  • Non Load-Waived
  • Load-Waived
  • 2 Stars
  • 2 Stars
  • 1 / 260
  • 2 / 260
  • 1 / 161
  • 2 / 161
  • 2 / 43
  • 2 / 43
Intermediate-Term Bond
  • Non Load-Waived
  • Load-Waived
  • 3 Stars
  • 4 Stars
  • 2 / 965
  • 3 / 965
  • 3 / 850
  • 4 / 850
  • 3 / 609
  • 4 / 609
Muni California Long
  • Non Load-Waived
  • Load-Waived
  • 2 Stars
  • 2 Stars
  • 2 / 108
  • 2 / 108
  • 2 / 94
  • 2 / 94
  • 2 / 82
  • 2 / 82
Mid-Cap Value
  • Non Load-Waived
  • Load-Waived
  • 1 Star
  • 2 Stars
  • 1 / 397
  • 1 / 397
  • 1 / 350
  • 1 / 350
  • 1 / 239
  • 2 / 239
High Yield Bond
  • Non Load-Waived
  • Load-Waived
  • Not Rated Not Rated
  • Not Rated Not Rated
  • NA
  • NA
  • NA
  • NA
  • NA
  • NA
Target-Date 2015
  • Non Load-Waived
  • Load-Waived
  • Not Rated Not Rated
  • Not Rated Not Rated
  • NA
  • NA
  • NA
  • NA
  • NA
  • NA
Target-Date 2020
  • Non Load-Waived
  • Load-Waived
  • Not Rated Not Rated
  • Not Rated Not Rated
  • NA
  • NA
  • NA
  • NA
  • NA
  • NA
Target-Date 2025
  • Non Load-Waived
  • Load-Waived
  • Not Rated Not Rated
  • Not Rated Not Rated
  • NA
  • NA
  • NA
  • NA
  • NA
  • NA
Target-Date 2030
  • Non Load-Waived
  • Load-Waived
  • Not Rated Not Rated
  • Not Rated Not Rated
  • NA
  • NA
  • NA
  • NA
  • NA
  • NA
Target-Date 2035
  • Non Load-Waived
  • Load-Waived
  • Not Rated Not Rated
  • Not Rated Not Rated
  • NA
  • NA
  • NA
  • NA
  • NA
  • NA
Target-Date 2040
  • Non Load-Waived
  • Load-Waived
  • Not Rated Not Rated
  • Not Rated Not Rated
  • NA
  • NA
  • NA
  • NA
  • NA
  • NA
Target-Date 2045
  • Non Load-Waived
  • Load-Waived
  • Not Rated Not Rated
  • Not Rated Not Rated
  • NA
  • NA
  • NA
  • NA
  • NA
  • NA
Target-Date 2050
  • Non Load-Waived
  • Load-Waived
  • Not Rated Not Rated
  • Not Rated Not Rated
  • NA
  • NA
  • NA
  • NA
  • NA
  • NA
Target-Date 2055
  • Non Load-Waived
  • Load-Waived
  • Not Rated Not Rated
  • Not Rated Not Rated
  • NA
  • NA
  • NA
  • NA
  • NA
  • NA
Target-Date 2060+
  • Non Load-Waived
  • Load-Waived
  • Not Rated Not Rated
  • Not Rated Not Rated
  • NA
  • NA
  • NA
  • NA
  • NA
  • NA
Emerging Markets Bond
  • Non Load-Waived
  • Load-Waived
  • 3 Stars
  • 3 Stars
  • 3 / 234
  • 3 / 234
  • NA
  • NA
  • NA
  • NA
Diversified Emerging Mkts
  • Non Load-Waived
  • Load-Waived
  • 1 Star
  • 2 Stars
  • 1 / 612
  • 2 / 612
  • NA
  • NA
  • NA
  • NA
Diversified Emerging Mkts
  • Non Load-Waived
  • Load-Waived
  • 5 Stars
  • 5 Stars
  • 4 / 612
  • 5 / 612
  • 4 / 449
  • 4 / 449
  • 5 / 195
  • 5 / 195
Diversified Emerging Mkts
  • Non Load-Waived
  • Load-Waived
  • Not Rated Not Rated
  • Not Rated Not Rated
  • NA
  • NA
  • NA
  • NA
  • NA
  • NA
Large Blend
  • Non Load-Waived
  • Load-Waived
  • 2 Stars
  • 3 Stars
  • 3 / 1384
  • 4 / 1384
  • 2 / 1216
  • 3 / 1216
  • 2 / 912
  • 2 / 912
Large Blend
  • Non Load-Waived
  • Load-Waived
  • 1 Star
  • 1 Star
  • 1 / 1384
  • 1 / 1384
  • 1 / 1216
  • 1 / 1216
  • NA
  • NA
World Stock
  • Non Load-Waived
  • Load-Waived
  • Not Rated Not Rated
  • Not Rated Not Rated
  • NA
  • NA
  • NA
  • NA
  • NA
  • NA
Foreign Large Growth
  • Non Load-Waived
  • Load-Waived
  • 3 Stars
  • 4 Stars
  • 3 / 325
  • 4 / 325
  • 2 / 275
  • 3 / 275
  • 4 / 188
  • 5 / 188
World Stock
  • Non Load-Waived
  • Load-Waived
  • 1 Star
  • 1 Star
  • 1 / 960
  • 1 / 960
  • 1 / 737
  • 1 / 737
  • NA
  • NA
Infrastructure
  • Non Load-Waived
  • Load-Waived
  • 1 Star
  • 2 Stars
  • 2 / 76
  • 3 / 76
  • 1 / 51
  • 2 / 51
  • NA
  • NA
World Stock
  • Non Load-Waived
  • Load-Waived
  • 3 Stars
  • 4 Stars
  • 4 / 960
  • 5 / 960
  • 3 / 737
  • 4 / 737
  • 3 / 426
  • 4 / 426
Global Real Estate
  • Non Load-Waived
  • Load-Waived
  • 3 Stars
  • 4 Stars
  • 4 / 208
  • 5 / 208
  • 3 / 163
  • 4 / 163
  • NA
  • NA
Europe Stock
  • Non Load-Waived
  • Load-Waived
  • 3 Stars
  • 4 Stars
  • 3 / 89
  • 4 / 89
  • 3 / 82
  • 4 / 82
  • NA
  • NA
Allocation--50% to 70% Equity
  • Non Load-Waived
  • Load-Waived
  • 2 Stars
  • 4 Stars
  • 2 / 831
  • 4 / 831
  • NA
  • NA
  • NA
  • NA
High Yield Bond
  • Non Load-Waived
  • Load-Waived
  • 3 Stars
  • 3 Stars
  • 3 / 656
  • 4 / 656
  • 3 / 528
  • 4 / 528
  • 2 / 371
  • 2 / 371
Foreign Large Blend
  • Non Load-Waived
  • Load-Waived
  • 2 Stars
  • 3 Stars
  • 2 / 713
  • 3 / 713
  • 2 / 635
  • 3 / 635
  • NA
  • NA
Global Real Estate
  • Non Load-Waived
  • Load-Waived
  • 2 Stars
  • 2 Stars
  • 2 / 208
  • 2 / 208
  • 2 / 163
  • 2 / 163
  • NA
  • NA
Foreign Small/Mid Blend
  • Non Load-Waived
  • Load-Waived
  • 3 Stars
  • 4 Stars
  • 3 / 74
  • 4 / 74
  • NA
  • NA
  • NA
  • NA
Foreign Large Growth
  • Non Load-Waived
  • Load-Waived
  • Not Rated Not Rated
  • Not Rated Not Rated
  • NA
  • NA
  • NA
  • NA
  • NA
  • NA
Short-Term Bond
  • Non Load-Waived
  • Load-Waived
  • 4 Stars
  • 4 Stars
  • 3 / 496
  • 4 / 496
  • 4 / 415
  • 5 / 415
  • 4 / 287
  • 4 / 287
Option Writing
  • Non Load-Waived
  • Load-Waived
  • 2 Stars
  • 3 Stars
  • 2 / 75
  • 3 / 75
  • NA
  • NA
  • NA
  • NA
Mid-Cap Growth
  • Non Load-Waived
  • Load-Waived
  • 4 Stars
  • 4 Stars
  • 4 / 655
  • 5 / 655
  • 4 / 572
  • 4 / 572
  • NA
  • NA
Mid-Cap Growth
  • Non Load-Waived
  • Load-Waived
  • 2 Stars
  • 2 Stars
  • 2 / 655
  • 3 / 655
  • 2 / 572
  • 3 / 572
  • 1 / 427
  • 1 / 427
Tactical Allocation
  • Non Load-Waived
  • Load-Waived
  • 2 Stars
  • 3 Stars
  • 2 / 298
  • 2 / 298
  • 2 / 194
  • 3 / 194
  • NA
  • NA
Multisector Bond
  • Non Load-Waived
  • Load-Waived
  • 3 Stars
  • 3 Stars
  • 2 / 255
  • 3 / 255
  • 3 / 201
  • 4 / 201
  • 3 / 106
  • 3 / 106
Short-Term Bond
  • Non Load-Waived
  • Load-Waived
  • 5 Stars
  • 5 Stars
  • 3 / 496
  • 5 / 496
  • 5 / 415
  • 5 / 415
  • 5 / 287
  • 5 / 287
Multialternative
  • Non Load-Waived
  • Load-Waived
  • Not Rated Not Rated
  • Not Rated Not Rated
  • NA
  • NA
  • NA
  • NA
  • NA
  • NA
Large Blend
  • Non Load-Waived
  • Load-Waived
  • 1 Star
  • 2 Stars
  • 1 / 1384
  • 2 / 1384
  • 1 / 1216
  • 2 / 1216
  • 1 / 912
  • 1 / 912
Small Growth
  • Non Load-Waived
  • Load-Waived
  • 3 Stars
  • 4 Stars
  • 3 / 655
  • 4 / 655
  • 2 / 591
  • 3 / 591
  • 3 / 435
  • 4 / 435
Real Estate
  • Non Load-Waived
  • Load-Waived
  • 2 Stars
  • 3 Stars
  • 2 / 250
  • 3 / 250
  • 1 / 223
  • 3 / 223
  • 3 / 155
  • 3 / 155
Large Blend
  • Non Load-Waived
  • Load-Waived
  • 1 Star
  • 2 Stars
  • 1 / 1384
  • 1 / 1384
  • 1 / 1216
  • 2 / 1216
  • 2 / 912
  • 3 / 912
Energy Limited Partnership
  • Non Load-Waived
  • Load-Waived
  • Not Rated Not Rated
  • Not Rated Not Rated
  • NA
  • NA
  • NA
  • NA
  • NA
  • NA
Bank Loan
  • Non Load-Waived
  • Load-Waived
  • 2 Stars
  • 3 Stars
  • 2 / 241
  • 3 / 241
  • 2 / 187
  • 3 / 187
  • NA
  • NA
Small Growth
  • Non Load-Waived
  • Load-Waived
  • 4 Stars
  • 4 Stars
  • 4 / 655
  • 5 / 655
  • 3 / 591
  • 3 / 591
  • 4 / 435
  • 4 / 435
Small Growth
  • Non Load-Waived
  • Load-Waived
  • 5 Stars
  • 5 Stars
  • 5 / 655
  • 5 / 655
  • 5 / 591
  • 5 / 591
  • 4 / 435
  • 5 / 435
Allocation--50% to 70% Equity
  • Non Load-Waived
  • Load-Waived
  • 2 Stars
  • 2 Stars
  • 1 / 831
  • 2 / 831
  • 1 / 717
  • 2 / 717
  • 2 / 497
  • 2 / 497
Large Growth
  • Non Load-Waived
  • Load-Waived
  • 2 Stars
  • 3 Stars
  • 3 / 1439
  • 4 / 1439
  • 2 / 1252
  • 3 / 1252
  • 1 / 896
  • 2 / 896
Nontraditional Bond
  • Non Load-Waived
  • Load-Waived
  • Not Rated Not Rated
  • Not Rated Not Rated
  • NA
  • NA
  • NA
  • NA
  • NA
  • NA
Allocation--50% to 70% Equity
  • Non Load-Waived
  • Load-Waived
  • 1 Star
  • 2 Stars
  • 1 / 831
  • 2 / 831
  • 1 / 717
  • 2 / 717
  • 2 / 497
  • 3 / 497
Muni National Interm
  • Non Load-Waived
  • Load-Waived
  • 3 Stars
  • 4 Stars
  • 3 / 314
  • 3 / 314
  • 3 / 274
  • 3 / 274
  • 3 / 186
  • 4 / 186
Mid-Cap Growth
  • Non Load-Waived
  • Load-Waived
  • 2 Stars
  • 3 Stars
  • 2 / 655
  • 3 / 655
  • NA
  • NA
  • NA
  • NA

For each fund with at least a three-year history, Morningstar calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted Return measure that accounts for a variation in a fund’s monthly performance (including the effects of sales charges, loads, and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. The top 10% of funds in an investment category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a fund is derived from a weighted average of the performance figures associated with its 3-, 5-, and 10-year (if applicable) Morningstar Rating metrics. Ratings are for the A Shares as shown only; other share classes bear different fees and expenses, which affect performance.

Load-waived A share star ratings do not include any front-end sales load and are intended for those investors who have access to such purchase terms (e.g., plan participants of a defined contribution plan). Not all A share mutual funds for which Morningstar calculates a load-waived A share star rating may actually waive their front-end sales load. Therefore, Morningstar strongly encourages investors to contact their investment professional to determine whether they are eligible to purchase the A share without paying the front load.

© 2016 Morningstar, Inc. All rights reserved. The information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete, or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.