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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 focuses on high-quality, market-leading companies with strong management teams and good balance sheets. The managers of this fund invest primarily in companies with market capitalization between $2 and $10 billion and emphasize bottom-up stock selection. The benchmark for this fund is the S&P Mid Cap 400 Index.

Not a mutual fund.

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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