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Level Two: Manager Fact Sheet

Used in the Directed Account Plan Tier I – Target Retirement Funds

as of 12/31/15

This Fund invests in both small and micro-cap companies incorporating an opportunistic value approach. The managers of the Fund believe that investors in the Fund should have a long-term investment horizon of at least three years.

Annual Performance

Comparison to Benchmark

* Note

Past performance is no guarantee of future results. Investment return and principal value will fluctuate so that an investor's shares, when redeemed, may be worth more or less than the original cost.

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