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INVESTMENT PERFORMANCE FOR FUNDS AVAILABLE UNDER …

INVESTMENT PERFORMANCE FOR FUNDS AVAILABLE UNDER . THE EMORY UNIVERSITY RETIREMENT PLAN AND. THE EMORY HEALTHCARE, INC. RETIREMENT SAVINGS AND MATCHING PLAN. The following tables show the rates of return for the FUNDS that are currently AVAILABLE UNDER the Emory University Retirement Plan, and the Emory Healthcare, Inc. Retirement Savings and Matching Plan for the one, five and ten year period ending on March 31, 2018. These rates of return were provided by a third party vendor. Emory has neither independently verified the accuracy of these computations, nor confirmed that the same methodology to determine rates of return was used. The table is intended to give an overview of the relative PERFORMANCE of these FUNDS . Employees should carefully review the most recent prospectus for each fund before making any decisions concerning the INVESTMENT of their annuity contracts and custodial accounts UNDER the plan.

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Transcription of INVESTMENT PERFORMANCE FOR FUNDS AVAILABLE UNDER …

1 INVESTMENT PERFORMANCE FOR FUNDS AVAILABLE UNDER . THE EMORY UNIVERSITY RETIREMENT PLAN AND. THE EMORY HEALTHCARE, INC. RETIREMENT SAVINGS AND MATCHING PLAN. The following tables show the rates of return for the FUNDS that are currently AVAILABLE UNDER the Emory University Retirement Plan, and the Emory Healthcare, Inc. Retirement Savings and Matching Plan for the one, five and ten year period ending on March 31, 2018. These rates of return were provided by a third party vendor. Emory has neither independently verified the accuracy of these computations, nor confirmed that the same methodology to determine rates of return was used. The table is intended to give an overview of the relative PERFORMANCE of these FUNDS . Employees should carefully review the most recent prospectus for each fund before making any decisions concerning the INVESTMENT of their annuity contracts and custodial accounts UNDER the plan.

2 AVERAGE ANNUAL RATE OF RETURN3. Years Ended March 31, 2018. MORNINGSTAR MORNINGSTAR EXPENSE ONE FIVE TEN. VENDOR TICKER fund NAME RATING1 CATEGORY2 RATIO YEAR YEARS YEARS. LIFECYCLE INVESTMENTS. FIDELITY. FIDELITY FSNJX Fidelity Freedom 2005 fund - Class K N/R Target-Date 2000-2010 FIDELITY FSNKX Fidelity Freedom 2010 fund - Class K N/R Target-Date 2000-2010 FIDELITY FSNLX Fidelity Freedom 2015 fund - Class K N/R Target-Date 2015 FIDELITY FSNOX Fidelity Freedom 2020 fund - Class K N/R Target-Date 2020 FIDELITY FSNPX Fidelity Freedom 2025 fund - Class K N/R Target-Date 2025 FIDELITY FSNQX Fidelity Freedom 2030 fund - Class K N/R Target-Date 2030 FIDELITY FSNUX Fidelity Freedom 2035 fund - Class K N/R Target-Date 2035 FIDELITY FSNVX Fidelity Freedom 2040 fund - Class K N/R Target-Date 2040 FIDELITY FSNZX Fidelity Freedom 2045 fund - Class K N/R Target-Date 2045 FIDELITY FNSBX Fidelity Freedom 2050 fund - Class K N/R Target-Date 2050 FIDELITY FNSDX

3 Fidelity Freedom 2055 fund - Class K N/R Target-Date 2055 N/A. FIDELITY FNSFX Fidelity Freedom 2060 fund - Class K N/R Target-Date 2060+ N/A N/A. FIDELITY FNSHX Fidelity Freedom Income fund - Class K N/R Target-Date Retirement TIAA. TIAA TCTPX Lifecycle 2010 fund ** Target-Date 2000-2010 TIAA TCFPX Lifecycle 2015 fund ** Target-Date 2015 TIAA TCWPX Lifecycle 2020 fund ** Target-Date 2020 TIAA TCQPX Lifecycle 2025 fund ** Target-Date 2025 TIAA TCHPX Lifecycle 2030 fund ** Target-Date 2030 TIAA TCYPX Lifecycle 2035 fund ** Target-Date 2035 TIAA TCZPX Lifecycle 2040 fund ** Target-Date 2040 TIAA TTFPX Lifecycle 2045 fund ** Target-Date 2045 TIAA TCLPX Lifecycle 2050 fund ** Target-Date 2050 TIAA TTRPX Lifecycle 2055 fund ** Target-Date 2055 N/A. TIAA TLXPX Lifecycle 2060 fund ** Target-Date 2060+ N/A N/A.

4 TIAA TPILX Lifecycle Retirement Income fund ** Target-Date Retirement VANGUARD. VANGUARD VTXVX Vanguard Target Retirement 2015 ** Target-Date 2015 VANGUARD VTWNX Vanguard Target Retirement 2020 ** Target-Date 2020 VANGUARD VTTVX Vanguard Target Retirement 2025 ** Target-Date 2025 VANGUARD VTHRX Vanguard Target Retirement 2030 ** Target-Date 2030 VANGUARD VTTHX Vanguard Target Retirement 2035 ** Target-Date 2035 VANGUARD VFORX Vanguard Target Retirement 2040 ** Target-Date 2040 VANGUARD VTIVX Vanguard Target Retirement 2045 ** Target-Date 2045 VANGUARD VFIFX Vanguard Target Retirement 2050 ** Target-Date 2050 VANGUARD VFFVX Vanguard Target Retirement 2055 ** Target-Date 2055 N/A. VANGUARD VTTSX Vanguard Target Retirement 2060 ** Target-Date 2060+ N/A.

5 VANGUARD VLXVX Vanguard Target Retirement 2065 N/R Target-Date 2060+ N/A N/A N/A. VANGUARD VTINX Vanguard Target Retirement Income ** Target-Date Retirement INVESTMENT PERFORMANCE FOR FUNDS AVAILABLE UNDER . THE EMORY UNIVERSITY RETIREMENT PLAN AND. THE EMORY HEALTHCARE, INC. RETIREMENT SAVINGS AND MATCHING PLAN. The following tables show the rates of return for the FUNDS that are currently AVAILABLE UNDER the Emory University Retirement Plan, and the Emory Healthcare, Inc. Retirement Savings and Matching Plan for the one, five and ten year period ending on March 31, 2018. These rates of return were provided by a third party vendor. Emory has neither independently verified the accuracy of these computations, nor confirmed that the same methodology to determine rates of return was used.

6 The table is intended to give an overview of the relative PERFORMANCE of these FUNDS . Employees should carefully review the most recent prospectus for each fund before making any decisions concerning the INVESTMENT of their annuity contracts and custodial accounts UNDER the plan. AVERAGE ANNUAL RATE OF RETURN3. Years Ended March 31, 2018. MORNINGSTAR MORNINGSTAR EXPENSE ONE FIVE TEN. VENDOR TICKER fund NAME RATING1 CATEGORY2 RATIO YEAR YEARS YEARS. CORE INVESTMENTS. MONEY MARKET. FIDELITY SPAXX Fidelity Government Money Market fund N/R Money Market-Taxable TIAA MONEY MA Money Market Account N/R US Money Market - Taxable VANGUARD VMMXX Vanguard Prime Money Market N/R Prime Money Market MLX:MLG0 OBofA Merrill Lynch 91-Day T-Bill FIXED INCOME (BOND).

7 FIDELITY. FIDELITY FTBFX Fidelity Total Bond fund ** Intermediate-Term Bond FIDELITY FSITX Fidelity Bond Index fund - Premium Class ** Intermediate-Term Bond TIAA. TIAA CREF BOND Bond Market Account ** Intermediate-Term Bond TIAA CREF INFLATI nflation-Linked Bond Account ** Inflation-Protected Bond VANGUARD. VANGUARD VBMFX Vanguard Total Bond Market Index ** Intermediate-Term Bond LEH:LHMN0 Bloomberg Barclays US Aggregate LEH:LHMN0 Barclays US TIPS US EQUITIES (DOMESTIC). FIDELITY. FIDELITY FSKTX Fidelity Total Market Index fund - Institutional Class ** Large Blend FIDELITY FUSVX Fidelity 500 Index fund - Premium Class ** Large Blend FIDELITY FCNKX Fidelity Contrafund - Class K ** Large Growth FIDELITY FLPKX Fidelity Low-Priced Stock fund ** Mid-Cap Value FIDELITY FSEVX Fidelity Extended Market Index fund - Premium Class ** Mid-Cap Blend FIDELITY FSLCX Fidelity Small Cap Stock fund ** Small Blend TIAA.

8 TIAA CREF EQUITYE quity Index Account ** Large Blend TIAA GROWTH ACGrowth Account ** Large Growth TIAA CREF SOCIA Social Choice Account ** Moderate Allocation TIAA STOCK ACCOS tock Account ** Large Blend VANGUARD. VANGUARD VFINX Vanguard 500 Index ** Large Blend VANGUARD VQNPX Vanguard Growth & Income ** Large Blend VANGUARD VTSMX Vanguard Total Stock Market Index ** Large Blend VANGUARD VIGRX Vanguard Growth Index ** Large Growth VANGUARD VIMSX Vanguard Mid Cap Index ** Mid-Cap Blend VANGUARD VASVX Vanguard Selected Value ** Mid-Cap Value VANGUARD NAESX Vanguard Small Cap Index ** Small Blend Russell 3000 Midcap Russell 2000 S&P 500 (TR) NON-US EQUITIES (INTERNATIONAL). FIDELITY. FIDELITY FIDKX Fidelity International Discovery fund ** Foreign Large Growth FIDELITY FSIVX Fidelity International Index fund - Premium Class ** Foreign Large Blend TIAA.

9 TIAA TREPX International Equity ** Foreign Large Growth TIAA TRIPX International Equity Index ** Foreign Large Blend VANGUARD. VANGUARD VDVIX Vanguard Developed Markets Index ** Foreign Large Blend VANGUARD VGTSX Vanguard Total Intl Stock Index ** Foreign Large Blend VANGUARD VWIGX Vanguard International Growth ** Foreign Large Growth VANGUARD VTRIX Vanguard International Value ** Foreign Large Value MSCI_N:990 MSCI World Index MSCI_N:990 MSCI EAFE MSCI_N:899 MSCI AC World ex USA INVESTMENT PERFORMANCE FOR FUNDS AVAILABLE UNDER . THE EMORY UNIVERSITY RETIREMENT PLAN AND. THE EMORY HEALTHCARE, INC. RETIREMENT SAVINGS AND MATCHING PLAN. The following tables show the rates of return for the FUNDS that are currently AVAILABLE UNDER the Emory University Retirement Plan, and the Emory Healthcare, Inc.

10 Retirement Savings and Matching Plan for the one, five and ten year period ending on March 31, 2018. These rates of return were provided by a third party vendor. Emory has neither independently verified the accuracy of these computations, nor confirmed that the same methodology to determine rates of return was used. The table is intended to give an overview of the relative PERFORMANCE of these FUNDS . Employees should carefully review the most recent prospectus for each fund before making any decisions concerning the INVESTMENT of their annuity contracts and custodial accounts UNDER the plan. AVERAGE ANNUAL RATE OF RETURN3. Years Ended March 31, 2018. MORNINGSTAR MORNINGSTAR EXPENSE ONE FIVE TEN. VENDOR TICKER fund NAME RATING1 CATEGORY2 RATIO YEAR YEARS YEARS.


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