Overview of Fund Performance

Track major benchmarks and aim for outperformance.

(Updated September 30, 2019)

Delivering Diverse Asset Allocation and Optimizing Portfolio Construction

*”Benchmark” is a blend of benchmarks (see below and historical details on pages 4 & 5 here) for the fund’s underlying portfolios of stocks and fixed income, relative to the portfolio allocations within the fund’s model. †Percentages (1+ years) are annualized from 9/30/2019.

Performance by Fund Name is net of fees (top chart). Trailing 1 Year Performance by Portfolio Component is gross of fees (bottom chart). For the latest performance reports on all three funds, visit the Investment Performance Reports page.

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