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Fund Name Morningstar
Category
Overall
MorningStar
Rating
Morningstar Rating/Number of
Funds in Category (As of 4/28/2017)
3 Year
(stars/funds)
5 Year
(stars/funds)
10 Year
(stars/funds)
Fund Name Morningstar
Category
Overall
MorningStar
Rating
Morningstar Rating/Number of
Funds in Category (As of 4/28/2017)
3 Year
(stars/funds)
5 Year
(stars/funds)
10 Year
(stars/funds)
Multialternative
  • 2 Stars
  • 1 / 245
  • 2 / 153
  • 2 / 39
Multialternative
  • Not Rated Not Rated
  • NA
  • NA
  • NA
Mid-Cap Value
  • 1 Star
  • 1 / 347
  • 1 / 301
  • 1 / 212
Target-Date 2015
  • Not Rated Not Rated
  • NA
  • NA
  • NA
Target-Date 2020
  • Not Rated Not Rated
  • NA
  • NA
  • NA
Target-Date 2025
  • Not Rated Not Rated
  • NA
  • NA
  • NA
Target-Date 2030
  • Not Rated Not Rated
  • NA
  • NA
  • NA
Target-Date 2035
  • Not Rated Not Rated
  • NA
  • NA
  • NA
Target-Date 2040
  • Not Rated Not Rated
  • NA
  • NA
  • NA
Target-Date 2045
  • Not Rated Not Rated
  • NA
  • NA
  • NA
Target-Date 2050
  • Not Rated Not Rated
  • NA
  • NA
  • NA
Target-Date 2055
  • Not Rated Not Rated
  • NA
  • NA
  • NA
Target-Date 2060+
  • Not Rated Not Rated
  • NA
  • NA
  • NA
Infrastructure
  • 4 Stars
  • 3 / 67
  • 3 / 48
  • 5 / 8
Global Real Estate
  • 4 Stars
  • 4 / 185
  • 4 / 153
  • NA
Foreign Large Blend
  • 2 Stars
  • 1 / 590
  • 2 / 523
  • NA
Global Real Estate
  • 3 Stars
  • 2 / 185
  • 3 / 153
  • NA
Real Estate
  • 3 Stars
  • 2 / 233
  • 2 / 204
  • 3 / 139
Energy Limited Partnership
  • Not Rated Not Rated
  • NA
  • NA
  • NA
Large Blend
  • 1 Star
  • 1 / 1242
  • 1 / 1102
  • NA
World Large Stock
  • 1 Star
  • 1 / 709
  • 1 / 558
  • NA
Allocation--50% to 70% Equity
  • 4 Stars
  • 4 / 721
  • NA
  • NA
Foreign Large Growth
  • Not Rated Not Rated
  • NA
  • NA
  • NA
Mid-Cap Growth
  • 2 Stars
  • 2 / 576
  • NA
  • NA
Large Growth
  • 3 Stars
  • 4 / 1301
  • 3 / 1146
  • 2 / 799
Diversified Emerging Mkts
  • 4 Stars
  • 4 / 626
  • NA
  • NA
Large Blend
  • 2 Stars
  • 2 / 1242
  • 2 / 1102
  • 1 / 817
Foreign Small/Mid Blend
  • 5 Stars
  • 5 / 76
  • NA
  • NA
Mid-Cap Growth
  • 4 Stars
  • 5 / 576
  • 4 / 501
  • NA
Mid-Cap Growth
  • 2 Stars
  • 4 / 576
  • 2 / 501
  • 2 / 371
Small Growth
  • 5 Stars
  • 5 / 602
  • 4 / 528
  • 5 / 387
Small Growth
  • 5 Stars
  • 5 / 602
  • 5 / 528
  • 5 / 387
Small Growth
  • 4 Stars
  • 5 / 602
  • 4 / 528
  • 4 / 387
Tactical Allocation
  • 2 Stars
  • 2 / 248
  • 2 / 169
  • NA
Intermediate-Term Bond
  • 4 Stars
  • 3 / 856
  • 4 / 763
  • 4 / 539
Muni California Long
  • 3 Stars
  • 2 / 89
  • 2 / 74
  • 3 / 64
High Yield Bond
  • Not Rated Not Rated
  • NA
  • NA
  • NA
High Yield Bond
  • 3 Stars
  • 4 / 599
  • 4 / 474
  • 2 / 323
Short-Term Bond
  • 5 Stars
  • 4 / 443
  • 4 / 361
  • 5 / 261
Multisector Bond
  • 4 Stars
  • 4 / 228
  • 4 / 177
  • 3 / 96
Short-Term Bond
  • 5 Stars
  • 5 / 443
  • 5 / 361
  • 5 / 261
Bank Loan
  • 3 Stars
  • 3 / 205
  • 3 / 155
  • NA
Muni National Interm
  • 4 Stars
  • 3 / 256
  • 3 / 222
  • 4 / 148
Large Blend
  • 3 Stars
  • 4 / 1242
  • 3 / 1102
  • 3 / 817
Option Writing
  • 3 Stars
  • 3 / 75
  • NA
  • NA
Large Blend
  • 2 Stars
  • 1 / 1242
  • 1 / 1102
  • 2 / 817
Allocation--50% to 70% Equity
  • 2 Stars
  • 1 / 721
  • 1 / 619
  • 2 / 426
Allocation--50% to 70% Equity
  • 3 Stars
  • 2 / 721
  • 2 / 619
  • 3 / 426
Diversified Emerging Mkts
  • 5 Stars
  • 4 / 626
  • 4 / 432
  • 5 / 177
Foreign Large Growth
  • 4 Stars
  • 4 / 325
  • 2 / 274
  • 5 / 189
World Large Stock
  • 4 Stars
  • 5 / 709
  • 4 / 558
  • 4 / 323
Europe Stock
  • 3 Stars
  • 4 / 92
  • 3 / 78
  • NA

The Morningstar RatingTM for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product 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 managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

© 2017 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.