Stock Fund Leaders & Laggards - im.mstar.com

1 Stock fund Leaders & LaggardsTop PerformersCatFundTotalReturn%*Morningsta rRatingStyleSalesCharge%Bottom PerformersCatFundTotalReturn%*Morningsta rRatingStyleSalesCharge%Year to Date (07-31-2015)JSMatthews Japan Pacific Tiger Emerging Markets Opportunities Korea China Eagle Overseas Greater China International Value International Stanley Inst International Eq to Date (07-31-2015) Small Cap Value Select Cap Classic Value Partners Opportunity Year (07-31-2015)PJMatthews Pacific Tiger Sachs Large Cap Gr Insghts PRIMECAP Core PRIMECAP Mid Cap Global Opportunities Aspen Janus Capital Opportunity Large Core Quantitative Year (07-31-2015)SVSchneider Small Cap Partners Avenue International Value Stanley Inst Small Co Gr Latin Emerging International Capital Opp International Growth International Small Cap Year (07-31-2015)MVLegg Mason Opportunity Odyssey Aggressive Capital Opportunity Aggressive Investors Mid Cap Aggressive Growth PRIMECAP & Wiley Small Cap Value OTC Partners Year (07-31-2015)

2 LSFidelityfi Latin Rowe Price Latin Latin America Inv Batterymarch Emerging Mkts Overseas Emerging Markets Equity Emerging Markets Value Developing Markets Aspen Overseas Mellon Emerging Markets Year (07-31-2015)SGT. Rowe Price New Odyssey Aggressive Managers Cadence Emerging Coms Sands Capital Inst & Wiley Small Cap Value RAE Fundamental PLUS Emerging Abbett Developing Growth Aggressive Growth Sands Capital Select Growth Year (07-31-2015)LSFidelityfi Latin Rowe Price Latin Latin America Inv Overseas Batterymarch Emerging Mkts Aspen Overseas Emerging Markets Value Mellon Emerging Markets Select International Eq Tradewinds International Value Year (07-31-2015)

3 MGPRIMECAP Odyssey Aggressive Spectra Capital Mgmt Small Co Abbett Developing Growth Rowe Price New Pacific Tiger OTC Century Heritage Greater China Capital Appreciation Instl Year (07-31-2015)FBBernstein Tax-Managed International International Value Global Growth Partners Intl Value Partners Instl Intl Japan Select International Eq International fund Leaders & LaggardsTop PerformersCatFundTotalReturn%*Morningsta rRatingStyleSalesCharge%Bottom PerformersCatFundTotalReturn%*Morningsta rRatingStyleSalesCharge%Year to Date (07-31-2015)GLVanguard Long-Term Treasury Long-Term US Government Long-Term Bond Index Long Duration Total Return Long-Term Investment-Grade Real Return Asset Strategic Total Real Return Real Return Inflation-Protected to Date (07-31-2015)ALDavis Appreciation & Income & Cox Equity and Income Growth & Income & Napier Pro-Blend Max Term Diversified Income Equity & Income Convertible Investor Growth Avenue Focused Credit Year (07-31-2015)

4 GLVanguard Long-Term Treasury Long-Term US Government Long-Term Bond Index Long Duration Total Return Long-Term Investment-Grade Fargo Advantage Idx Asst Allo High Yield Municipal Bond High Yield Municipal Inv High Yield Muni Rochesterfi High Yld Muni Year (07-31-2015)HYThird Avenue Focused Credit Focused Asset Strategy & Reed Asset Strategy Floating Income Sachs Local Emerg Mkts Debt Global High Yield Sachs Strategic Income Global Advantage Strategy Bd High Yield Year (07-31-2015)ALWells Fargo Advantage Idx Asst Allo & Cox Rowe Price Capital RetirementReady 2045 Funds 2045 Trgt Date Retire Investor Growth Funds 2040 Trgt Date Retire Funds 2055 Trgt Date Retire Funds 2035 Trgt Date Retire Funds 2030 Trgt Date Retire Year (07-31-2015)EBPIMCO Emerging Local Bond Sachs Local Emerg Mkts Debt Inflation Plus Strategic Total Global Advantage Strategy Bd Century Infl-Adj Bond Century Short-Term Govt Inflation Protected Bond Inv Municipal Ultrashort Inflation-Protected Year (07-31-2015)

5 ALWells Fargo Advantage Idx Asst Allo Advisorfi Strategic Div & Incfi Rowe Price Capital Rowe Price Retirement Rowe Price Retirement Rowe Price Retirement Rowe Price Personal Strat Rowe Price Retirement Target & Cox Year (07-31-2015)MSFederated Municipal Ultrashort One-Year Fixed-Income Fargo Advantage Ult S/T Mun In Century Short-Term Govt Funds ST Bd Fd of Amer Absolute Return 100 Two-Year Global Fixed-Income Short-Term Adjustable US Govt Secs Fargo Advantage Ultra S/T Inc Year (07-31-2015)IHWaddell & Reed Asset Strategy Asset Strategy High Income Eagle Global Rowe Price Capital Aspen Balanced Capital & Long-Term US Government Investment Income Builder Balanced Year (07-31-2015)

6 CIOppenheimer Core Bond Municipal Ultrashort Fargo Advantage Ultra S/T Inc Short-Term Rochesterfi High Yld Muni Fargo Advantage Ult S/T Mun In One-Year Fixed-Income Short-Term Two-Year Global Fixed-Income Limited-Term Government Category AveragesMPT StatisticsPortfolio StatisticsCategoryP/ERatioP/BRatioP/CFRa tioAverageMkt Cap $MilTop Three Sectors% of StockCash%Turnover%Yield%Expense%Potenti al CapGains Exp%AlphaBetaR2 Domestic Amer Emerging Large Large Large Sm/Mid Sm/Mid Sm/Mid LegendBasic MaterialsConsumer CyclicalFinancial ServicesReal EstateCommunication ServicesEnergyIndustrialsTechnologyConsu mer DefensiveHealthcareUtilitiesrtyuiopasdfB ond Category AveragesMPT StatisticsPortfolio StatisticsCategoryDurationMaturityAverag eCredit QualityAvg WtdCouponAvg WtdPriceCash%Turnover%Yield%Expense%Pote ntial CapGains Exp%AlphaBetaR2 Specialty Yield Mkts Yield National National NY NY CA CA 500 MidCap Russell Amer Emerging Large Large Large Sm/Mid Sm/Mid Sm/Mid MSCI MSCI Emerging Performance Close-UpsBenchmark PerformanceTotal Return% through 07-31-15 Annual ReturnNo.

7 OfFundsTotalAssets$BilCategoryTR% YTD07-31-151Mo3Mo6Mo1Yr3Yr5Yr10Yr2008200 920102011201220132014 AnnualizedSpecialty Yield Mkts Credit Suisse HY US Agg Bond TR BC US Yield National National BarCap Muni TR Performance Close-UpsBenchmark PerformanceTotal Return% through 07-31-15 Annual ReturnNo. ofFundsTotalAssets$BilCategoryTR% YTD07-31-151Mo3Mo6Mo1Yr3Yr5Yr10Yr

8 AnnualizedQuick ReferenceMorningstar RatingsNote:Lowest RatingHighest RatingIncrease in RatingDecrease in RatingFirst Star RatingFirst Performance orRisk RatingAbove Average+AvgBelow Average-AvgEarnings estimates provided by Style BoxRiskInvestment StyleMedianMarket-CapLowModerateHighValu eBlendGrowthLargeMediumSmallLarge-capVal ueLarge-capBlendLarge-capGrowthMid-capVa lueMid-capBlendMid-capGrowthSmall-capVal ueSmall-capBlendSmall-capGrowthThe Morningstar Style Box is a nine-square grid that provides a graphicalrepresentation of the "investment style" of mutual funds.

9 For Stock funds,it classifies securities according to market capitalization (the vertical axis)and growth and value factors (the horizontal axis).Large-capsthe largest companies by market cap. In total theyaccount for 70% of the market valueMid-capsfirms that represent the next 20% of total market valueSmall-capscompanies that account for the bottom 10% of market valueA growth fund tends to hold companies that will increase earnings fasterthan the rest of the market. A value fund primarily contains firms thathave low valuations and typically are not expected to grow rapidly. Ablend fund might be a mix of growth stocks and value stocks , or it maycontain stocks that exhibit both Style BoxRiskDurationQualityDurationDurationLo wModerateHighLimitedModerateExtensiveHig hMediumLowLimitedHighQualityModerateHigh QualityExtensiveHighQualityLimitedMedium QualityModerateMediumQualityExtensiveMed iumQualityLimitedLowQualityModerateLowQu alityExtensiveLowQualityWithin the fixed-income style box gird, nine possible combination exist,ranging from short maturity or duration-high quality for the safest fundsto long maturity or duration-low quality for the or lowerMediumBBB through AHighAA or higher(taxable open-end funds)(Muni-bond funds)

10 Ltdless than yearsless than yearsModgreater than or equalgreater than or equal toto years, years, lessthan or equal to 6 yearsthan or equal to 7 yearsExtgreater than 6 yearsgreater than 7 yearsFund CategoriesALAggressive AllocationBBCommodities Broad BasketBLBank Loan BondCHChina RegionCAConservative AllocationCIIntermediate-Term BondCLLong-Term BondCSShort-Term BondCVConvertible BondDPDiversified Pacific StockEBEmerging Markets BondEEEquity EnergyEMDiversified Emerging MarketsESEurope StockFAForeign Small/Mid ValueFBForeign Large BlendFGForeign Large GrowthFRForeign Small/Mid GrowthFVForeign Large ValueGIIntermediate-Term Government BondGLLong-Term Government BondGRGlobal Real EstateGSShort-Term Government BondGYMultialternativeHMHigh-Yield