Stock Fund Leaders & Laggards

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1 Stock Leaders & Laggards Top Performers Return* Charge JS Matthews Japan Investor 5.16 None PJ Matthews Pacific Tiger Investor 4.67 None EM Virtus Emerging Markets Opportunities I 3.34 None PJ Matthews Korea Investor None CH Matthews China Investor 2.94 None FQ First Eagle Overseas A 2.89 Clsd CH Columbia Greater China A FV MFSfi International Value A 2.63 Clsd FR Wasatch International Opportunities 2.61 None FB Morgan Stanley Inst International Eq I 2.26 None Bottom Performers Return* Charge LV Fairholme None SV Schneider Small Cap Value None LG CGM Focus None SV Heartland Value Plus None MG Westport Select Cap R None MV FPA Capital Clsd MG FPA Perennial None LV JHancock Classic Value A SB RS Partners A Clsd SV Royce Opportunity Invmt None PJ Matthews Pacific Tiger Investor None LG Goldman Sachs Large Cap Gr Insghts A LG Vanguard PRIMECAP Core Inv Clsd LG Vanguard PRIMECAP Inv Clsd MV Fidelityfi Mid Cap Value None WS Thornburg Global Opportunities A LG Janus Aspen Janus Instl None LG Vanguard Capital Opportunity Inv Clsd LG Janus D Clsd LB Columbia Large Core Quantitative A SV Schneider Small Cap Value None FB Longleaf Partners International None FA Third Avenue International Value Instl None SG Morgan Stanley Inst Small Co Gr I None LV GoodHaven None LS Fidelityfi Latin America None SG Buffalo Emerging Opportunities Clsd FA Putnam International Capital Opp A FG Thornburg International Growth A FR Artisan International Small Cap Investor None MV Legg Mason Opportunity C d MG PRIMECAP Odyssey Aggressive Growth None LG Vanguard Capital Opportunity Inv Clsd MB Bridgeway Aggressive Investors None MV Fidelityfi Mid Cap Value None LG ClearBridge Aggressive Growth A LG Vanguard PRIMECAP Inv Clsd SV Hotchkis & Wiley Small Cap Value I None LG Fidelityfi OTC Portfolio None MV Longleaf Partners Small-Cap Clsd LS Fidelityfi Latin America None LS T. Rowe Price Latin America None LS BlackRock Latin America Inv A EM QS Batterymarch Emerging Mkts C d FG Janus Overseas D None EM MFSfi Emerging Markets Equity A EM DFA Emerging Markets Value I None EM Templeton Developing Markets A FG Janus Aspen Overseas Instl None EM BNY Mellon Emerging Markets M None SG T. Rowe Price New Horizons Clsd MG PRIMECAP Odyssey Aggressive Growth None SG AMG Managers Cadence Emerging Coms Instl20.32 None LG Touchstone Sands Capital Inst Gr Clsd SV Hotchkis & Wiley Small Cap Value I None LB PIMCO RAE amental PLUS A SG Buffalo Emerging Opportunities Clsd SG Lord Abbett Developing Growth A LG ClearBridge Aggressive Growth A LG Touchstone Sands Capital Select Growth Z Clsd LS Fidelityfi Latin America None LS T. Rowe Price Latin America None LS BlackRock Latin America Inv A FG Janus Overseas D None EM QS Batterymarch Emerging Mkts C d FG Janus Aspen Overseas Instl None EM DFA Emerging Markets Value I 0.94 None EM BNY Mellon Emerging Markets M 1.16 None FB Aberdeen Select International Eq A 1.32 None FV Nuveen Tradewinds International Value A MG PRIMECAP Odyssey Aggressive Growth None LG Alger Spectra A SG Brown Capital Mgmt Small Co Inv Clsd SG Lord Abbett Developing Growth A PJ T. Rowe Price New Asia None PJ Matthews Pacific Tiger Investor None LG Fidelityfi OTC Portfolio None MG American Century Heritage Inv None CH Columbia Greater China A LG Alger Capital Appreciation Instl I None FB Bernstein Tax-Managed Intl 1.13 None FB Bernstein International Portfolio 1.15 None FV AB International Value A LG ClearBridge Global Growth C d FG Transamerica Partners Intl Equity 1.73 None LB ClearBridge Value C d FG Transamerica Partners Instl Intl Eq 2.00 None JS Matthews Japan Investor 2.36 None FB Aberdeen Select International Eq A 2.51 None FB Selected International S 2.58 None

2 Bond Leaders & Laggards Top Performers Return* Charge GL Vanguard Long-Term Treasury Inv 8.97 None GL PIMCO Long-Term US Government Instl 8.43 None CL Vanguard Long-Term Bond Index Inv 6.64 None CL PIMCO Long Duration Return Instl 6.14 None CL Vanguard Long-Term Investment-Grade Inv 5.85 None IP PIMCO Real Return Asset Instl 5.41 None CA Hussman Strategic Return 4.81 None IP Harbor Real Return Instl 3.76 None IP PIMCO Real Return A IP Fidelityfi Inflation-Protected Bond 3.18 None Bottom Performers Return* Charge AL Davis Appreciation & Income A MA Dodge & Cox Balanced None MA Invesco Equity and Income A AL Calamos Growth & Income A AL Manning & Napier Pro-Blend Max Term S None MU Putnam Diversified Income A MA Oakmark Equity & Income I None CV Fidelityfi Convertible Securities None LB JPMorgan Investor Growth A HY Third Avenue Focused Credit Instl None GL Vanguard Long-Term Treasury Inv None GL PIMCO Long-Term US Government Instl None CL Vanguard Long-Term Bond Index Inv None CL PIMCO Long Duration Return Instl None CL Vanguard Long-Term Investment-Grade Inv None AL Wells Fargo Advantage Idx Asst Allo A HM Nuveen Yield Municipal Bond A HM BlackRock Yield Municipal Inv A HM Invesco Yield Muni A HM Oppenheimer Rochesterfi Yld Muni A HY Third Avenue Focused Credit Instl None CA Fairholme Focused Income None IH Ivy Asset Strategy C d IH Waddell & Reed Asset Strategy A NT PIMCO Floating Income A EB Goldman Sachs Local Emerg Mkts Debt A HY Pioneer Global Yield A NT Goldman Sachs Strategic Income A IB PIMCO Global Advantage Strategy Bd A HY Pioneer Yield A AL Wells Fargo Advantage Idx Asst Allo A MA Dodge & Cox Balanced None MA T. Rowe Price Capital Appreciation Clsd TK Putnam RetirementReady 2045 A TK American s 2045 Trgt Date Retire A LB JPMorgan Investor Growth A TJ American s 2040 Trgt Date Retire A TL American s 2055 Trgt Date Retire A TI American s 2035 Trgt Date Retire A TH American s 2030 Trgt Date Retire A EB PIMCO Emerging Local Bond Instl None EB Goldman Sachs Local Emerg Mkts Debt A IP Hartford Inflation Plus A CA Hussman Strategic Return None IB PIMCO Global Advantage Strategy Bd A IP American Century Infl-Adj Bond Inv 0.14 None GS American Century Short-Term Govt Inv 0.22 None IP BlackRock Inflation Protected Bond Inv A MS Federated Municipal Ultrashort A IP Fidelityfi Inflation-Protected Bond 0.36 None AL Wells Fargo Advantage Idx Asst Allo A LV Fidelity Advisorfi Strategic Div & Incfi A MA T. Rowe Price Capital Appreciation Clsd TL T. Rowe Price Retirement None TJ T. Rowe Price Retirement None TK T. Rowe Price Retirement None AL T. Rowe Price Personal Strat Growth None TI T. Rowe Price Retirement None TJ Schwab Target None MA Dodge & Cox Balanced None MS Federated Municipal Ultrashort A UB DFA One-Year Fixed-Income I 0.64 None MS Wells Fargo Advantage Ult S/T Mun In Inv 0.72 None GS American Century Short-Term Govt Inv 0.77 None CS American s ST Bd Fd of Amer A NT Putnam Absolute Return 100 A IB DFA Two-Year Global Fixed-Income I 0.86 None MS Vanguard Short-Term Tx-Ex 0.92 None GS Franklin Adjustable US Govt Secs A UB Wells Fargo Advantage Ultra S/T Inc Inv 1.15 None IH Waddell & Reed Asset Strategy A IH Ivy Asset Strategy C d MU AB Income A IH First Eagle Global A MA T. Rowe Price Capital Appreciation 8.77 Clsd MA Janus Aspen Balanced Instl 8.69 None HY Fidelityfi Capital & Income 8.57 None GL PIMCO Long-Term US Government Instl 8.43 None IH Thornburg Investment Income Builder A MA Janus Balanced D 8.39 Clsd CI Oppenheimer Core Bond A MS Federated Municipal Ultrashort A UB Wells Fargo Advantage Ultra S/T Inc Inv 1.88 None MS Vanguard Short-Term Tx-Ex 2.06 None HM Oppenheimer Rochesterfi Yld Muni A MS Wells Fargo Advantage Ult S/T Mun In Inv 2.13 None UB DFA One-Year Fixed-Income I 2.14 None CS Fidelityfi Short-Term Bond 2.16 None IB DFA Two-Year Global Fixed-Income I 2.23 None GS Oppenheimer Limited-Term Government A

3 Stock egory Averages egory Portfolio Statistics P/E P/B P/CF Ratio Ratio Ratio Average Mkt Cap $Mil Top Three Sectors of Stock Cash Turnover Yield Expense MPT Statistics Potential Cap Gains Exp Alpha Beta R 2 Domestic Stock f 16 d 16 y Large Value y 21 o 13 s Large Blend f 16 y 16 o Large Growth f 24 t 18 o Mid-Cap Value y 20 d 14 t Mid-Cap Blend d 17 t 16 f Mid-Cap Growth t 20 f 19 d Small Value y 21 d 19 t Small Blend d 20 t 16 y Small Growth f 23 d 21 t International Stock y 18 t 16 d Europe Stock y 17 d 15 i Latin Amer Stock y 24 i 23 r China Region y 24 f 17 t Div Emerging Mkts y 23 f 14 t Div Pac/Asia y 21 t 15 f Pac/Asia ex-japan y 22 t 16 f Japan Stock t 24 d 16 f Foreign Large Value y 23 t 11 d Foreign Large Blend y 19 t 13 d Foreign Large Growth t 17 i 15 d Foreign Sm/Mid Bd d 23 t 18 y Foreign Sm/Mid Val t 23 d 20 y Foreign Sm/Mid Grth t 20 d 18 f World Stock y 14 t 14 f World Allocation y 16 f 11 t Specialty Stock r 17 u 14 f Communications a 81 f 14 t Financial y 86 u 9 d Health o 95 f 2 i Natural Resources s 49 r 37 d Precious Metals r Real Estate u 97 t Technology f 82 t 6 d Utilities p 71 s 13 a Equity Energy r. r. r Balanced y 15 d 13 f Conservative Alloc y 15 f 12 d Allocation y 15 f 14 o Aggressive Alloc y 15 f 13 t Target-Date y 16 f 13 t Convertibles y 27 d 22 f Long-Short f 15 o 14 t Market Neutral y 17 f 15 t Multialternative y 15 f 13 t Sectors Legend r Basic Materials t Consumer Cyclical y Financial Services u Real Estate i Communication Services o Energy p Industrials a Technology s Consumer Defensive d Healthcare f Utilities

4 Bond egory Averages Portfolio Statistics egory Duration Maturity Average Credit Avg Wtd Coupon Avg Wtd Price Cash Turnover Yield Expense MPT Statistics Potential Cap Gains Exp Alpha Beta R 2 Specialty Bond Bank Loan B Yield Bond B Multisector Bond BB World Bond BBB Emerg Mkts Bd BB General Bond Long-Term Bond BBB Interm-Term Bond BBB Short-Term Bond BBB Ultrashort Bond A Government Bond Long Govt AAA Inflation-Protected AA Interm Govt AA Short Govt AA Municipal Bond Yield Muni BB Muni National Long A Muni National Interm A Muni NY Long BBB Muni NY Int/Sh A Muni CA Long BBB Muni CA Int/Sh A Muni Short A

5 Stock Performance Close-Ups Benchmark Performance No. of s Assets $Bil egory Return through Annual Return TR YTD Annualized Mo 3Mo 6Mo 1Yr 3Yr 5Yr 10Yr Domestic Stock Large Value Large Blend Large Growth Mid-Cap Value Mid-Cap Blend Mid-Cap Growth Small Value Small Blend Small Growth S&P 500 Index S&P MidCap Russell International Stock Europe Stock Latin Amer Stock China Region Div Emerging Mkts Div Pac/Asia Pac/Asia ex-japan Japan Stock Foreign Large Value Foreign Large Blend Foreign Large Growth Foreign Sm/Mid Bd Foreign Sm/Mid Val Foreign Sm/Mid Grth World Stock World Allocation MSCI EAFE MSCI Emerging Markets Specialty Stock Communications Financial Health Natural Resources Precious Metals Real Estate Technology Utilities Equity Energy Balanced Conservative Alloc Allocation Aggressive Alloc Target-Date Convertibles Long-Short Market Neutral Multialternative

6 Bond Performance Close-Ups Benchmark Performance No. of s Assets $Bil egory Return through Annual Return TR YTD Annualized Mo 3Mo 6Mo 1Yr 3Yr 5Yr 10Yr Specialty Bond Bank Loan Yield Bond Multisector Bond World Bond Emerg Mkts Bd Credit Suisse HY USD General Bond Long-Term Bond Interm-Term Bond Short-Term Bond Ultrashort Bond BarCap US Agg Bond TR USD Government Bond Long Govt Inflation-Protected Interm Govt Short Govt BC US Govt Municipal Bond Yield Muni Muni National Long Muni National Interm Muni Short BarCap Muni TR USD

7 Quick Reference s +Avg -Avg est est Increase in Decrease in First Star First Performance or Risk Above Average Below Average Equity Box Risk Investment Value Blend Growth Large-cap Value Mid-cap Value Large-cap Blend Mid-cap Blend Large-cap Growth Mid-cap Growth Median Market-Cap Large Fixed-Income Box Risk Duration Limited Extensive Limited Limited Extensive Extensive Note: Earnings estimates provided by Multex. Small-cap Value Small-cap Blend Small-cap Growth Small Limited Extensive The Box is a nine-square grid that provides a graphical representation of the "investment style" of mutual funds. For stock funds, it classifies securities according to market capitalization (the vertical axis) and growth and value factors (the horizontal axis). Large-caps Mid-caps Small-caps the largest companies by market cap. In total they account for 70 of the U.S. market value firms that represent the next 20 of total U.S. market value companies that account for the bottom 10 of total U.S. market value A growth fund tends to hold companies that will increase earnings faster than the rest of the market. A value fund primarily contains firms that have low valuations and typically are not expected to grow rapidly. A blend fund might be a mix of growth stocks and value stocks, or it may contain stocks that exhibit both characteristics. Within the fixed-income style box gird, nine possible combination exist, ranging from short maturity or duration-high quality for the safest funds to long maturity or duration-low quality for the riskest. BB or lower BBB through A AA or higher Duration Duration (taxable open-end funds) (Muni-bond funds) Ltd less than 3.5 years less than 4.5 years Mod greater than or equal greater than or equal to to 3.5 years, less 4.5 years, less than or equal to 6 years than or equal to 7 years Ext greater than 6 years greater than 7 years egories AL BB BL CH CA CI CL CS CV DP EB EE EM ES FA FB FG FR FV Aggressive Allocation Commodities Broad Basket Bank Loan Bond China Region Conservative Allocation Intermediate-Term Bond Long-Term Bond Short-Term Bond Convertible Bond Diversified Pacific Stock Emerging Markets Bond Equity Energy Diversified Emerging Markets Europe Stock Foreign Small/Mid Value Foreign Large Blend Foreign Large Growth Foreign Small/Mid Growth Foreign Large Value GI GL GR GS GY HM HY IB IH IP JS LB LG LO LS LV MA MB MC Intermediate-Term Government Bond Long-Term Government Bond Global Real Estate Short-Term Government Bond Multialternative -Yield Muni -Yield Bond World Bond World Allocation Inflation Protected Bond Japan Stock Large-Cap Blend Large-Cap Growth Long-Short Equity Latin America Stock Large-Cap Value Allocation Mid-Cap Blend Muni California Long MF MG MI ML MN MR MS MU MV MY NE NT PJ RI SB SC SF SG SH Muni California Intermediate Mid-Cap Growth Muni National, Intermediate-Term Muni National, Long-Term Muni New York Intermediate Miscellaneous Sector Muni Short-Term Multisector Bond Mid-Cap Value Muni New York Long Market Neutral Nontraditional Bond Pacific ex-japan Stock Retirement Income Small-Cap Blend Communications Financials Small-Cap Growth Health SP SN SR ST SU Equity Precious Metals Natural Resources Real Estate Technology Utilities SV Small-Cap Value TA Target-Date TD Target-Date TE Target-Date TG Target-Date TH Target-Date TI Target-Date TJ Target-Date TK Target-Date TL Target-Date UB Ultrashort Bond WS World Stock