ClearFit Investment Menu - retsupport.com

1 2019 Wilmington Trust Corporation and its affiliates. All rights Investment menu The ClearFit Investment menu gives you and your participants access to an array of Investment managers through the use of Collective Investment Trusts( CITs ). Each Investment manager is prudently selected, through a disciplined comprehensive process by Wilmington Trust, as trustee. This document provides information on each of the CITs including the asset class, underlying asset managers and Investment Investment TRUST FUNDSFor use by financial professionals with plan sponsors only . Not to be used with plan participants. page 1 of 4continuedMoney MarketAs of December 31, 2018 Money Market FundInvesco Treasurer's Series Trust: Government Portfolio Total Expense: IncomeAs of December 31, 2018 Short Duration FundTIPS FundBlackRock Short DurationTotal Expense: Templeton Real ReturnTotal Expense: expense includes sub-advisor and trustee fees.

2 2019 Wilmington Trust Corporation and its affiliates. All rights use by financial professionals with plan sponsors only . Not to be used with plan participants. page 2 of 4continuedFixed Income (continued)As of December 31, 2018 BlackRock Debt Index FundMulti-Manager Core Fixed Income FundCore Plus Fixed Income FundBlackRock Debt Index Fund100%Total Expense: Intermediate TaxableTCW Total ReturnWestern Asset Management IntermediateBlackRock Index Fund 1-3 Yr. Gov't Bond30%30%30%10%Total Expense: Asset Management Core PlusBlackRock Index Fund Debt Total Expense: & Real EstateAs of December 31, 2018 Global Allocation FundMulti-Manager REIT FundBlackRock Global AllocationVOYA Global Real EstateDelaware Real Estate SecuritiesBlackRock Index Fund REITT otal Expense: Expense: expense includes sub-advisor and trustee fees.

3 2019 Wilmington Trust Corporation and its affiliates. All rights use by financial professionals with plan sponsors only . Not to be used with plan participants. page 3 of 4 Domestic EquityAs of December 31, 2018continuedMulti-Manager Large Cap Value FundBlackRock Equity Index FundBlackRock Equity Index Fund Total Expense: Partners Large Cap Value Aristotle Capital Value Morgan Equity IncomeBlackRock Index Fund Russell 1000 ValueTotal Expense: Large Cap Core FundMulti-Manager Large Cap Growth FundLazard Equity Concentrated John Hancock Asset Management Fundamental LCCB lackRock Index Fund Russell 1000 Total Expense: Select Large Cap GrowthPioneer Large Cap GrowthT. Rowe Price Large Cap Core Growth EquityBlackRock Index Fund Russell 1000 GrowthTotal Expense: Mid-Cap Value FundMulti-Manager Mid-Cap Growth FundWellington Mid Cap Opportunities Westfield Mid Cap Growth Equity Dent Mid Cap GrowthBlackRock Index Fund Mid Cap Equity10%40%25%25%Total Expense: Mid Cap Value Nuance Mid Cap ValueWells Fargo Mid Cap ValueBlackRock Index Fund Mid Cap Equity 30%30%30%10%Total Expense: expense includes sub-advisor and trustee fees.

4 Domestic Equity (continued)As of December 31, 2018 2019 Wilmington Trust Corporation and its affiliates. All rights 1/2019 Total expense includes sub-advisor and trustee fees. Wilmington Trust, Collective Investment Funds (the Funds ) are trust company-sponsored collective portfolios; they are not mutual funds. The Funds and units therein are exempt from registration under the Securities Act of 1933, as amended, and the Investment Company Act of 1940. Participation in the Portfolios is limited primarily to ERISA-qualified defined contribution plans and certain state or local government plans. Investors should consider the Investment policy, objectives, risks, charges and expenses of any pooled Investment company carefully before investing. The Additional Fund Information and Principal Risk Definitions contains this and other information about a Collective Investment Trust Fund and is available at This document should be read carefully before investing.

5 Investments in the Fund are not insured by the FDIC or any other government agency, are not deposits of or other obligations of or guaranteed by Wilmington Trust, or any other bank or entity, and are subject to risks, including possible loss of the principal amount information in this material has been obtained from sources believed to be reliable, but its accuracy and completeness are not guaranteed. Opinions, estimates and projections constitute the judgment of Wilmington Trust and are subject to change without notice. This material is for educational purposes only and is not intended as an offer, recommendation or solicitation for the sale of any financial product or service or as a determination that any Investment strategy is suitable for a specific investor. There is no assurance that any Investment strategy will be successful.

6 Diversification does not ensure a profit or guarantee against a loss. Past performance is no guarantee of future Trust is a registered service mark. Wilmington Trust Corporation is a wholly owned subsidiary of M&T Bank Corporation. Wilmington Trust Company, operating in Delaware only , Wilmington Trust, , M&T Bank and certain other affiliates, provide various fiduciary and non-fiduciary services, including trustee, custodial, agency, Investment management and other services. Wilmington Trust, , serves as the Trustee of the party trademarks and brands are the property of their respective : Are NOT Deposits | Are NOT FDIC-Insured | Are NOT InsuredBy Any Federal Government Agency | Have NO Bank Guarantee | May Go Down In ValueFor use by financial professionals with plan sponsors only .

7 Not to be used with plan participants. page 4 of 4 Multi-Manager Small Cap Value FundMulti-Manager Small Cap Growth FundAMI Small Cap GrowthT. Rowe Price QM US Small-Cap Growth EquityFalcon Point Small Cap GrowthBlackRock Index Fund Russell 2000 GrowthTotal Expense: Small MidCap Dividend IncomeSilvercrest Small Cap ValueNeuberger Berman Small Cap Intrinsic ValueBlackRock Index Fund Russell 2000 ValueTotal Expense: Equity & Emerging MarketsAs of December 31, 2018 Multi-Manager International FundBlackRock Emerging Markets Equity Index FundOppenheimer International GrowthLazard Strategic ValueWellington International Contrarian ValueBlackRock Index Fund MSCI ACWI ex-USBlackRock Emerging Markets Equity Index Fund Total Expense: Expense.