Due Date: 26.07.2015

The data file Mutual Funds.xls contains information regarding nine variables from a sample of 838 mutual funds:

Category: Type of stocks comprising the mutual fund (small cap, mid cap, large cap)Objective: Objective of stocks comprising the mutual fund (growth or value)Assets: In millions of dollars Fees Sales charges (no or yes)Expense Ratio: ratio of expenses to net assets in percentage Risk: Risk-of-loss factor of the mutual fund (low, average, high)2005 return: Twelve-month return in 2005Three-year return: Annualized return, 2003 - 2005Five-year return: Annualized return, 2001 - 2005

For 2005 return, three-year return, and five-year return,a. Compute the mean, median, first quartile, and third quartile.b. Compute the range, interquartile range, variance, standard deviation, and coefficient of variation. Compute skewness and kurtosis..c. Construct a frequency distribution and draw histogram.d. Construct cumulative relative distribution and draw an ogive.

You wish to compare small cap, mid cap, and large cap mutual funds. For each of these three groups, for the variables expense ratio in percentage, 2005 return, three-year return, and five-year return,a. Compute the mean, median, first quartile, and third quartile.b. Compute the range, interquartile range, variance, standard deviation, and coefficient of variation. c. Construct side-by-side box-and-whisker plots. Are the data skewed? If so, how?d. What conclusions can you reach about differences between small cap, mid cap, and large cap mutual funds?

The data file Mutual Funds.xls contains information regarding nine variables from a sample of 838 mutual funds:

b. Compute the range, interquartile range, variance, standard deviation, and coefficient of variation. Compute skewness and kurtosis..

You wish to compare small cap, mid cap, and large cap mutual funds. For each of these three groups, for the variables expense ratio in percentage, 2005 return, three-year return, and five-year return,

b. Compute the range, interquartile range, variance, standard deviation, and coefficient of variation.

d. What conclusions can you reach about differences between small cap, mid cap, and large cap mutual funds?

You wish to compare small cap, mid cap, and large cap mutual funds. For each of these three groups, for the variables expense ratio in percentage, 2005 return, three-year return, and five-year return,

Q.(A)2005 Returns 3-year Return 5-year Return

Median 6.9 17.2 2.5Mean 7.34284009546539 17.8 3.37553699284011st Quartile 4.3 14.1 -1.63rd Quartile 10.3 21.075 7.4

Q.(B)2005 Returns 3-year Return 5-year Return

Min -5.1 6.7 -26.5Max 25.3 42.3 26.5

Range 30.4 35.6 53

Interquartile Range 6 6.975 9

Variance 20.4527589982969 24.4724105 48.5186497713046

Standard Deviation 4.52247266418459 4.946959723 6.96553298544373

Coefficient of Variation 0.615902376381241 0.277919086 2.06353329861839

Skewness 0.354936313588449 0.659546846 0.39884577482563

Kurtosis 0.455562175932053 1.038124846 0.27893597867436

Q.(C, D) 1) 2005 Returns

Bins Labels Frequency Relative Frequency-5 from -9.9 to -5.0 2 0.002386634844870 from -4.9 to 0.0 33 0.039379474940335 from 0.1 to 5.0 230 0.2744630071599

10 from -5.1 to 10.0 354 0.4224343675417715 from 10.1 to 15 172 0.2052505966587120 from 15.1 to 20 40 0.0477326968973725 from 20.1 to 25 6 0.0071599045346130 from 25.1 to 30 1 0.00119331742243

Total 838 1

1) 2005 Returns - HISTOGRAM

from -9.9 to -5.0 from -4.9 to 0.0 from 0.1 to 5.0 from -5.1 to 10.0 from 10.1 to 15 from 15.1 to 20 from 20.1 to 25 from 25.1 to 300

50

100

150

200

250

300

350

400

2005_RETURN

Return (%)

Freq

uenc

y

from -9.9 to -5.0 from -4.9 to 0.0 from 0.1 to 5.0 from -5.1 to 10.0 from 10.1 to 15 from 15.1 to 20 from 20.1 to 25 from 25.1 to 300

50

100

150

200

250

300

350

400

2005_RETURN

Return (%)

Freq

uenc

y

2) 3-Year Return

Cumulative Frequency Bins Labels Frequency0.00238663484486874 5 from 0.0 to 5.0 0

0.0417661097852029 10 from 5.1 to 10.0 290.316229116945107 15 from 10.1 to 15.0 2360.738663484486874 20 from 15.1 to 20.0 3040.943914081145585 25 from 20.1 to 25.0 2060.991646778042959 30 from 25.1 to 30.0 490.998806682577566 35 from 30.1 to 35.0 12

1 40 from 35.1 to 40.0 045 from 40.0 to 45.0 2

Total 838

from -9.9 to -5.0 from -4.9 to 0.0 from 0.1 to 5.0 from -5.1 to 10.0 from 10.1 to 15 from 15.1 to 20 from 20.1 to 25 from 25.1 to 300

50

100

150

200

250

300

350

400

2005_RETURN

Return (%)

Freq

uenc

y

from -9.9 to -5.0 from -4.9 to 0.0 from 0.1 to 5.0 from -5.1 to 10.0 from 10.1 to 15 from 15.1 to 20 from 20.1 to 25 from 25.1 to 300

50

100

150

200

250

300

350

400

2005_RETURN

Return (%)

Freq

uenc

y

3) 5-Year Return

Relative Frequency Cumulative Frequency Bins Labels0 0

0.0346062052506 0.0346062052505967 -20 from -30.0 to -20.00.28162291169451 0.316229116945107 -10 from -19.9 to -10.00.36276849642005 0.678997613365155 0 from -10.1 to 0.00.24582338902148 0.924821002386635 10 from 0.1 to 10.00.05847255369928 0.983293556085919 20 from 10.1 to 20.00.01431980906921 0.997613365155131 30 from 20.1 to 30.0

0 0.9976133651551310.00238663484487 1

Total1

Frequency Relative Frequency Cumulative Frequency

1 0.00119331742243 0.001193317422434376 0.00715990453461 0.00835322195704057

277 0.33054892601432 0.33890214797136403 0.48090692124105 0.819809069212411139 0.16587112171838 0.985680190930788

12 0.01431980906921 1

838 1

Category Objective Assets Fees Expense Ratio Risk Return 2005 3-Year ReturnLarge Cap Growth 56.00 No 1.37 Average 2.7 10.2Large Cap Growth 873.00 No 1.09 Average 1.0 9.0Large Cap Growth 1787.80 No 0.74 Average 5.7 9.0Large Cap Growth 133.20 No 0.91 Average 6.4 13.1Large Cap Growth 952.40 Yes 1.44 High 3.1 10.4Large Cap Growth 1663.80 Yes 1.27 Average 4.9 12.2Large Cap Growth 2322.00 No 0.96 High 11.5 18.8Large Cap Growth 1766.10 Yes 1.40 High 7.0 14.7Large Cap Growth 268.80 No 2.09 High 10.7 15.8Large Cap Growth 498.80 No 0.98 Average 5.6 9.6Large Cap Growth 1107.10 Yes 1.49 High 11.6 20.1Large Cap Growth 79.20 No 0.90 High 15.2 15.7Large Cap Growth 462.80 No 1.90 High 4.5 12.2Large Cap Growth 349.50 No 0.74 Average 10.5 12.0Large Cap Growth 4165.90 No 1.00 High 4.8 12.8Large Cap Growth 3425.70 No 1.00 Average 0.9 10.5Large Cap Growth 19570.00 No 0.99 Average 2.1 12.5Large Cap Growth 50.80 No 1.39 High 4.4 11.1Large Cap Growth 83.20 No 1.35 High 8.2 13.3Large Cap Growth 202.90 Yes 1.61 Average 6.3 16.5Large Cap Growth 75.50 Yes 1.60 High 3.0 20.6Large Cap Growth 869.50 Yes 1.55 Average 5.0 8.2Large Cap Growth 64.00 No 1.20 High 8.0 11.7Large Cap Growth 121.70 Yes 1.44 Average 6.5 14.6Large Cap Growth 167.00 No 1.69 Average 5.0 9.7Large Cap Growth 70.80 No 1.02 Average 2.9 11.7Large Cap Growth 50.10 No 0.15 Average 0.1 10.6Large Cap Growth 58.50 No 1.05 High 2.0 12.6Large Cap Growth 77.30 No 1.04 High 4.6 15.1Large Cap Growth 443.40 Yes 1.55 High 11.1 21.4Large Cap Growth 696.20 Yes 1.42 Average 13.2 22.6Large Cap Growth 506.90 No 1.18 Low 11.4 15.4Large Cap Growth 636.80 No 1.33 High 1.3 16.9Large Cap Growth 290.50 No 1.55 High 9.6 12.4Large Cap Growth 263.20 No 0.93 High 0.8 7.3Large Cap Growth 202.80 Yes 1.12 Average 5.9 13.4Large Cap Growth 1245.30 No 0.86 High 5.3 11.5Large Cap Growth 398.40 Yes 1.40 Average 8.0 25.1Large Cap Growth 1729.10 Yes 1.30 Average 9.6 16.8Large Cap Growth 1584.60 Yes 1.30 Average 5.9 16.3Large Cap Growth 148.60 No 2.14 Average 4.4 11.3Large Cap Growth 664.90 No 1.09 High 6.4 13.7Large Cap Growth 154.20 No 1.13 High 6.0 12.0Large Cap Growth 118.70 No 1.10 High 1.2 11.6Large Cap Growth 210.60 No 1.36 High 9.6 21.4Large Cap Growth 1640.90 No 0.88 High 6.9 18.3Large Cap Growth 299.50 No 1.16 High 3.0 12.5Large Cap Growth 292.30 No 1.10 High 13.9 13.3Large Cap Growth 90.90 No 0.76 High 8.1 14.2

Large Cap Growth 1001.00 No 1.21 Average 6.6 12.8Large Cap Growth 588.90 No 1.15 Average 6.6 13.2Large Cap Growth 4536.10 No 0.95 Low 4.1 9.8Large Cap Growth 218.70 No 1.06 Average 4.6 14.2Large Cap Growth 346.40 No 1.33 High 4.1 13.8Large Cap Growth 93.00 Yes 1.35 Low 3.0 7.8Large Cap Growth 107.30 Yes 1.35 Low 3.7 8.7Large Cap Growth 383.70 No 1.02 High 3.5 11.3Large Cap Growth 377.30 Yes 1.15 High 6.6 12.5Large Cap Growth 344.90 No 1.28 High 12.2 16.7Large Cap Growth 107.60 Yes 1.44 High 5.6 10.8Large Cap Growth 9671.00 No 0.57 Average 7.5 13.8Large Cap Growth 89.40 Yes 1.03 Average 11.5 13.8Large Cap Growth 128.00 Yes 1.52 High 20.9 15.5Large Cap Growth 3857.70 Yes 1.30 High 5.2 12.5Large Cap Growth 609.80 Yes 1.32 Average 7.0 11.2Large Cap Growth 3150.70 Yes 1.26 Average 8.4 14.4Large Cap Growth 287.50 Yes 1.39 Average 11.0 13.3Large Cap Growth 412.10 No 0.89 High 7.3 21.0Large Cap Growth 22577.10 No 0.64 Average 4.0 11.3Large Cap Growth 58486.30 No 0.92 Low 16.2 19.6Large Cap Growth 6082.80 No 0.88 Average 10.3 16.2Large Cap Growth 130.10 No 1.02 High 18.2 18.9Large Cap Growth 26818.30 No 0.82 High 13.5 21.6Large Cap Growth 4655.80 No 0.71 High 10.6 15.1Large Cap Growth 664.30 No 0.75 Average 7.5 12.7Large Cap Growth 8208.70 No 0.75 High 8.9 16.9Large Cap Growth 800.10 No 0.81 Average 9.0 15.1Large Cap Growth 877.10 No 0.82 Average 7.4 14.9Large Cap Growth 151.80 Yes 1.33 High 6.0 11.2Large Cap Growth 889.10 No 0.92 High 7.1 13.2Large Cap Growth 427.80 Yes 1.45 Average 3.7 11.4Large Cap Growth 1001.80 Yes 0.96 High 1.0 11.7Large Cap Growth 97.90 Yes 1.51 High 11.1 23.3Large Cap Growth 1326.90 No 1.53 High 10.3 14.9Large Cap Growth 209.50 Yes 0.85 High 6.6 15.3Large Cap Growth 94.60 Yes 1.64 High 11.6 24.5Large Cap Growth 82.70 No 0.27 Average 4.6 11.5Large Cap Growth 362.20 Yes 1.39 Average 2.4 11.2Large Cap Growth 199.00 Yes 1.11 High 5.5 14.9Large Cap Growth 85.60 No 2.24 High 2.4 12.6Large Cap Growth 138.70 Yes 1.44 High 1.6 10.0Large Cap Growth 130.40 Yes 1.50 High 1.9 18.7Large Cap Growth 71536.40 Yes 0.66 Average 14.2 19.3Large Cap Growth 810.50 Yes 0.88 Average 3.9 9.9Large Cap Growth 7721.40 No 0.67 High 14.0 17.6Large Cap Growth 360.70 Yes 1.18 High 5.2 14.5Large Cap Growth 242.20 Yes 1.26 Average 6.8 13.0Large Cap Growth 55.30 Yes 1.21 High 8.7 14.6Large Cap Growth 109.50 Yes 1.43 High 4.0 16.1

Large Cap Growth 5195.00 No 0.20 High 5.1 13.0Large Cap Growth 181.40 No 0.25 High 4.9 13.5Large Cap Growth 3124.60 No 0.18 Average 3.8 11.3Large Cap Growth 153.80 Yes 1.50 Average 14.4 16.0Large Cap Growth 67.70 No 2.35 High 6.4 13.0Large Cap Growth 1291.90 Yes 1.32 Low 2.2 9.7Large Cap Growth 11389.10 No 0.90 High 4.0 12.8Large Cap Growth 1294.80 No 1.16 Average 14.6 17.0Large Cap Growth 244.20 No 1.20 Average 12.3 15.8Large Cap Growth 202.00 No 1.16 High 4.0 12.2Large Cap Growth 564.80 No 0.57 Average 12.8 17.2Large Cap Growth 55.10 No 1.02 Average 12.0 15.6Large Cap Growth 735.70 No 0.66 High 4.3 12.8Large Cap Growth 6022.40 No 0.92 Average 12.5 16.2Large Cap Growth 4806.70 No 0.97 High 6.8 16.1Large Cap Growth 2334.20 No 1.03 High 14.2 17.8Large Cap Growth 9816.60 No 0.89 High 9.4 19.3Large Cap Growth 1336.20 Yes 1.06 High 13.9 17.2Large Cap Growth 2372.80 No 0.85 Low -1.4 6.7Large Cap Growth 231.20 Yes 1.24 High 4.7 12.4Large Cap Growth 147.10 Yes 1.84 High -3.1 12.0Large Cap Growth 153.10 No 1.25 Average 4.6 15.3Large Cap Growth 416.20 No 1.87 High 2.3 21.6Large Cap Growth 106.70 No 0.85 High 10.6 19.4Large Cap Growth 98.00 Yes 1.65 High 7.6 12.4Large Cap Growth 308.90 No 0.93 High 15.5 16.2Large Cap Growth 1030.00 No 2.00 High 7.2 11.3Large Cap Growth 105.70 No 1.34 High 3.8 10.9Large Cap Growth 236.30 No 1.26 Average 4.9 12.5Large Cap Growth 427.60 No 1.36 Average 7.8 25.2Large Cap Growth 3965.10 No 1.25 Average 9.7 17.2Large Cap Growth 2245.20 No 1.26 Average 6.7 17.2Large Cap Growth 146.40 No 1.30 Average 6.7 10.1Large Cap Growth 4771.20 No 0.92 High 3.9 11.8Large Cap Growth 20458.30 No 0.20 High 1.4 18.5Large Cap Growth 894.20 No 1.11 Average 8.3 15.2Large Cap Growth 135.00 No 1.32 Average 11.4 15.8Large Cap Growth 747.90 No 1.00 Average 5.9 12.7Large Cap Growth 1161.30 No 1.94 Average 8.2 13.3Large Cap Growth 135.50 No 2.16 Average 10.7 16.8Large Cap Growth 961.20 Yes 1.20 High 1.3 13.3Large Cap Growth 634.60 Yes 1.28 High 6.4 12.5Large Cap Growth 2359.90 Yes 1.26 High 8.7 17.4Large Cap Growth 417.70 Yes 0.94 High 0.9 12.9Large Cap Growth 507.10 Yes 1.28 High 1.3 11.1Large Cap Growth 245.70 No 2.17 Average 21.6 18.0Large Cap Growth 1340.60 No 1.73 Average 13.3 13.0Large Cap Growth 366.90 Yes 1.16 High 15.5 16.4Large Cap Growth 52.90 No 1.00 High 17.6 18.1Large Cap Growth 861.80 No 0.77 High 15.7 16.4

Large Cap Growth 264.80 No 1.00 Average 3.9 9.5Large Cap Growth 69.50 No 2.23 Average -0.4 6.7Large Cap Growth 129.40 No 1.32 High 4.4 13.9Large Cap Growth 152.80 No 1.46 High 5.3 14.6Large Cap Growth 160.00 No 1.53 High 4.2 13.2Large Cap Growth 5710.70 Yes 1.06 High 4.7 13.0Large Cap Growth 124.90 Yes 1.42 High 8.8 18.1Large Cap Growth 2317.30 Yes 0.89 Average 8.2 14.8Large Cap Growth 1075.30 Yes 1.15 High 8.9 10.1Large Cap Growth 133.30 No 1.17 High 4.8 13.0Large Cap Growth 208.30 No 1.15 High 3.3 10.4Large Cap Growth 59.10 No 1.03 Average 7.6 12.8Large Cap Growth 140.20 Yes 1.43 High 7.6 18.3Large Cap Growth 595.80 Yes 1.34 High 3.5 10.8Large Cap Growth 94.10 Yes 1.31 High -1.4 8.5Large Cap Growth 54.50 Yes 1.60 High 3.8 12.8Large Cap Growth 115.50 Yes 1.56 High -0.7 12.8Large Cap Growth 59.40 Yes 1.25 High 5.7 9.5Large Cap Growth 412.20 Yes 1.37 High 3.2 11.5Large Cap Growth 467.70 No 0.94 High 13.7 17.1Large Cap Growth 349.30 No 1.37 High -3.0 31.3Large Cap Growth 582.40 Yes 1.43 High 6.8 14.9Large Cap Growth 416.20 Yes 1.37 High 3.7 9.1Large Cap Growth 2201.20 Yes 1.07 High 8.8 16.1Large Cap Growth 6943.90 Yes 1.08 High 5.5 11.3Large Cap Growth 55.80 No 1.77 Average 10.6 12.4Large Cap Growth 385.80 No 1.14 Average 11.3 16.2Large Cap Growth 208.90 No 1.49 High 11.3 21.6Large Cap Growth 130.70 No 1.17 Average 7.5 12.4Large Cap Growth 576.00 No 1.67 High -3.0 30.5Large Cap Growth 1047.80 No 1.20 High 1.3 17.6Large Cap Growth 606.80 No 0.75 Average 9.4 16.8Large Cap Growth 113.10 No 1.15 Average 7.4 12.6Large Cap Growth 385.80 Yes 1.27 Average 9.5 12.4Large Cap Growth 2266.00 Yes 1.19 High 8.4 12.4Large Cap Growth 5950.10 Yes 0.95 Average 0.9 9.0Large Cap Growth 418.90 Yes 1.13 Average 7.2 16.8Large Cap Growth 903.20 Yes 0.81 High 8.5 13.8Large Cap Growth 340.00 No 1.06 High 8.2 12.2Large Cap Growth 379.90 Yes 1.30 Average 3.8 10.5Large Cap Growth 397.90 Yes 1.36 High 5.7 13.6Large Cap Growth 71.00 Yes 0.65 Average 3.1 10.5Large Cap Growth 76.80 No 1.00 High 9.6 16.0Large Cap Growth 101.20 Yes 1.19 High 2.1 11.9Large Cap Growth 159.80 Yes 1.04 Average -2.6 6.7Large Cap Growth 2038.80 Yes 1.15 High 5.1 15.6Large Cap Growth 196.30 No 1.98 High 15.4 18.3Large Cap Growth 54.20 No 2.23 Average 1.5 8.7Large Cap Growth 298.70 No 2.44 Average 5.8 16.0Large Cap Growth 159.80 No 2.67 High 2.1 9.0

Large Cap Growth 138.80 No 0.21 High 3.1 11.5Large Cap Growth 57.20 Yes 1.59 High 1.6 10.3Large Cap Growth 769.20 Yes 1.58 Average 6.3 15.1Large Cap Growth 7842.10 No 0.88 Average 5.9 14.5Large Cap Growth 10749.20 No 0.74 Average 6.6 15.5Large Cap Growth 873.00 No 0.92 High 4.3 16.2Large Cap Growth 71.80 No 1.01 Average 1.9 11.1Large Cap Growth 472.00 Yes 1.60 High 9.5 18.3Large Cap Growth 75.30 Yes 1.50 Average 15.3 19.5Large Cap Growth 3312.60 No 0.86 High 3.7 20.7Large Cap Growth 560.10 No 0.45 High 5.2 12.7Large Cap Growth 52.70 Yes 1.60 High 3.4 10.4Large Cap Growth 88.70 Yes 1.68 High 9.1 18.3Large Cap Growth 614.50 Yes 1.26 High 16.4 22.7Large Cap Growth 353.70 No 1.29 High 16.0 20.4Large Cap Growth 850.00 No 0.97 High 5.4 14.2Large Cap Growth 1139.40 No 1.02 High 7.2 16.6Large Cap Growth 244.80 No 1.45 High 10.7 16.7Large Cap Growth 966.70 No 1.00 High 9.7 15.5Large Cap Growth 133.80 No 0.80 High 1.0 18.0Large Cap Growth 218.10 No 1.13 Average 10.4 12.9Large Cap Growth 307.90 No 1.16 High 10.3 11.5Large Cap Growth 3255.10 Yes 1.14 High 7.7 13.8Large Cap Growth 1153.40 Yes 1.11 High 7.5 11.8Large Cap Growth 188.60 Yes 1.50 High 15.0 15.0Large Cap Growth 65.30 No 0.72 Average 7.1 12.6Large Cap Growth 1499.40 Yes 0.99 Average 15.4 14.5Large Cap Growth 139.10 No 2.45 High 4.4 12.9Large Cap Growth 385.30 No 0.25 High 4.1 13.7Large Cap Growth 745.20 No 0.88 High 7.9 16.3Large Cap Growth 6756.80 No 0.22 Average 5.1 12.4Large Cap Growth 4680.50 No 0.41 High 9.1 17.2Large Cap Growth 20761.90 Yes 0.46 High 8.5 20.9Large Cap Growth 5074.70 No 0.55 High 11.2 14.5Large Cap Growth 2829.80 No 0.95 High 4.9 11.7Large Cap Growth 1766.70 Yes 1.23 High 15.2 16.5Large Cap Growth 65.00 Yes 1.34 Average 10.3 15.5Large Cap Growth 244.90 No 1.40 Average 9.4 17.3Large Cap Growth 97.80 No 1.60 High 10.2 20.8Large Cap Growth 1162.40 No 1.50 High 9.0 16.9Large Cap Growth 456.20 No 1.29 High 7.9 14.1Large Cap Growth 1964.80 No 0.95 High 5.7 11.4Large Cap Growth 51.30 Yes 1.89 High 3.3 11.3Large Cap Growth 879.20 No 1.07 High -5.1 11.9Large Cap Growth 204.80 No 0.92 High 6.7 12.5Large Cap Growth 416.50 No 1.43 Average 8.5 13.5Large Cap Growth 132.70 Yes 1.44 High 6.8 13.6Large Cap Growth 101.50 No 1.93 Average 5.5 13.2Large Cap Value 108.30 No 0.84 Average 6.1 16.7Large Cap Value 133.30 No 1.20 Low 8.5 17.1

Large Cap Value 3742.40 Yes 1.29 Average 5.6 16.1Large Cap Value 133.50 Yes 1.33 Average 6.3 15.2Large Cap Value 583.00 No 0.98 Low 10.0 16.6Large Cap Value 176.00 No 1.19 Average 1.2 15.4Large Cap Value 2602.70 No 1.13 Average 3.8 15.2Large Cap Value 455.10 No 1.16 Low 11.5 17.4Large Cap Value 788.50 No 1.10 Average 2.7 20.1Large Cap Value 52.70 No 1.60 Low 12.1 20.3Large Cap Value 636.80 No 0.94 Low 9.7 20.9Large Cap Value 467.70 No 1.10 Low 3.7 15.0Large Cap Value 932.60 No 0.87 Low 4.2 15.4Large Cap Value 2302.30 No 0.99 Low 5.0 15.7Large Cap Value 14282.70 Yes 0.60 Low 4.9 12.7Large Cap Value 102.40 No 1.35 Low 4.6 13.6Large Cap Value 112.20 Yes 1.50 Low 5.8 16.6Large Cap Value 153.10 No 1.18 Average 7.0 15.9Large Cap Value 306.70 No 0.80 Low 8.7 15.2Large Cap Value 283.60 No 0.98 Average 10.5 17.3Large Cap Value 368.60 No 0.80 Low 6.6 14.2Large Cap Value 967.70 Yes 1.02 Low 8.2 17.2Large Cap Value 114.00 No 1.14 Low 6.8 13.9Large Cap Value 168.30 No 1.09 Low 4.9 15.6Large Cap Value 65.10 No 1.14 Average 1.5 13.9Large Cap Value 1379.20 No 0.86 Average 7.1 15.5Large Cap Value 72.30 No 1.22 Low 5.9 11.0Large Cap Value 309.90 Yes 1.20 Low 8.2 14.7Large Cap Value 18903.80 Yes 0.89 Low 10.7 18.1Large Cap Value 1177.80 No 1.15 Low 2.9 13.1Large Cap Value 146.80 No 0.75 Low 5.7 15.3Large Cap Value 1189.50 No 1.00 Low 6.3 14.6Large Cap Value 51035.10 No 0.53 Low 9.4 19.9Large Cap Value 559.30 Yes 1.15 Average 5.2 14.5Large Cap Value 200.50 Yes 1.25 Average 8.3 22.5Large Cap Value 118.50 Yes 1.26 Low 8.5 15.6Large Cap Value 1471.80 Yes 1.07 Low 11.5 16.7Large Cap Value 379.30 Yes 1.22 Low 11.1 16.4Large Cap Value 60.90 No 1.36 Average 9.1 14.8Large Cap Value 146.70 Yes 1.11 Average 8.1 18.9Large Cap Value 472.60 Yes 1.19 Low 3.5 14.3Large Cap Value 874.20 Yes 1.39 Average 7.6 14.7Large Cap Value 58.30 Yes 1.12 Low 2.6 13.5Large Cap Value 5115.70 No 1.09 Average 10.0 24.7Large Cap Value 58.80 No 1.00 Low 5.9 15.7Large Cap Value 1547.80 Yes 1.16 Average 4.7 13.5Large Cap Value 637.00 Yes 1.13 Average 3.3 13.3Large Cap Value 859.80 No 0.99 Low 5.1 13.9Large Cap Value 1514.80 No 1.32 Average 3.1 9.9Large Cap Value 3009.80 Yes 1.22 Low 6.2 15.1Large Cap Value 16565.30 No 0.66 Average 3.5 10.6Large Cap Value 26088.70 No 0.69 Low 5.7 15.2

Large Cap Value 12250.60 No 0.64 Average 4.6 15.1Large Cap Value 237.70 No 0.63 Low 4.8 13.9Large Cap Value 1188.20 No 0.91 Low 4.9 13.2Large Cap Value 121.10 Yes 1.17 Average 7.0 14.9Large Cap Value 103.10 No 1.23 Low 4.8 13.3Large Cap Value 275.80 Yes 1.43 Average 5.6 14.9Large Cap Value 666.20 Yes 0.93 Low 3.2 12.5Large Cap Value 163.50 Yes 1.31 Low 3.6 14.0Large Cap Value 23716.60 Yes 0.63 Average 11.7 18.8Large Cap Value 540.50 No 1.46 Low 6.4 15.5Large Cap Value 230.70 Yes 1.10 Low 8.2 18.5Large Cap Value 553.90 Yes 1.25 Low 5.8 16.3Large Cap Value 591.60 No 0.68 Low 5.4 15.6Large Cap Value 2162.50 Yes 1.23 Low 5.4 14.1Large Cap Value 186.10 No 1.18 Low 1.9 13.5Large Cap Value 67.20 Yes 1.18 Average 9.8 18.2Large Cap Value 84.60 No 1.75 Average 14.3 29.2Large Cap Value 811.70 No 0.80 Low 10.9 16.7Large Cap Value 636.80 No 0.80 Low 9.2 21.9Large Cap Value 365.60 No 0.58 Low 10.4 17.6Large Cap Value 299.50 Yes 1.15 Average 6.8 15.5Large Cap Value 66546.40 Yes 0.57 Low 6.9 14.0Large Cap Value 5732.10 No 0.20 Low 6.9 17.3Large Cap Value 434.00 No 0.25 Low 6.6 17.6Large Cap Value 3036.00 No 0.18 Average 5.7 17.1Large Cap Value 54.30 Yes 1.47 Low 4.0 14.5Large Cap Value 100.00 Yes 1.66 Low 6.2 15.9Large Cap Value 2807.70 Yes 1.30 Low 8.8 19.2Large Cap Value 327.80 Yes 1.90 High 16.3 14.3Large Cap Value 836.60 Yes 1.20 Low 2.3 8.8Large Cap Value 1540.80 Yes 0.94 Average 17.7 19.2Large Cap Value 802.10 Yes 1.07 Average 16.2 19.8Large Cap Value 111.90 No 1.17 Low 6.3 17.0Large Cap Value 119.30 Yes 1.12 Low 5.9 13.0Large Cap Value 548.70 Yes 1.30 Average 3.7 14.3Large Cap Value 1119.10 No 0.82 Average 4.1 15.8Large Cap Value 78.00 No 1.95 Average 8.3 16.9Large Cap Value 707.20 No 1.85 Average 9.3 16.8Large Cap Value 14798.70 Yes 0.83 Average 3.3 15.1Large Cap Value 522.50 Yes 1.39 Average 1.5 14.2Large Cap Value 121.60 No 0.94 Average 5.1 14.7Large Cap Value 572.60 No 2.05 Average 4.9 13.4Large Cap Value 124.40 No 1.22 Average 5.5 15.3Large Cap Value 324.70 No 1.22 Low 6.3 12.5Large Cap Value 201.00 No 0.99 High 0.9 14.9Large Cap Value 401.00 No 0.82 Low 8.2 15.1Large Cap Value 107.20 Yes 1.00 Average 5.2 14.0Large Cap Value 94.70 No 0.78 Low 2.5 13.0Large Cap Value 1066.00 No 1.59 Average 2.8 13.9Large Cap Value 205.70 Yes 1.12 Low 12.3 17.6

Large Cap Value 442.20 No 2.00 Low 14.1 21.3Large Cap Value 754.10 Yes 1.28 Average -0.7 14.2Large Cap Value 4620.80 Yes 1.16 Low 6.2 15.1Large Cap Value 207.60 Yes 1.33 Low 3.5 9.8Large Cap Value 3536.10 Yes 0.80 Low 5.1 13.3Large Cap Value 793.30 Yes 0.70 Low 7.4 19.4Large Cap Value 103.50 No 0.70 Low 10.1 18.2Large Cap Value 1106.50 No 0.85 Average 4.6 18.2Large Cap Value 241.70 No 1.72 Average 3.6 16.5Large Cap Value 1417.40 No 0.90 Average 8.4 19.4Large Cap Value 1994.70 No 0.95 Average 18.0 24.1Large Cap Value 361.80 No 1.01 Low 7.6 18.0Large Cap Value 1204.00 No 1.10 Low 3.3 14.4Large Cap Value 437.90 Yes 1.31 Low 9.8 16.2Large Cap Value 242.90 No 1.25 Average -1.4 12.1Large Cap Value 6198.20 No 1.03 Low -1.3 11.4Large Cap Value 6037.70 No 1.00 Low 4.8 14.1Large Cap Value 99.10 No 1.21 Average 1.9 9.0Large Cap Value 349.20 Yes 1.40 Average 9.3 17.9Large Cap Value 1364.80 Yes 1.32 Low 1.8 10.8Large Cap Value 660.70 Yes 1.37 Low 6.0 14.9Large Cap Value 886.70 Yes 1.07 Low 6.5 17.5Large Cap Value 294.50 No 0.99 Average 2.6 7.6Large Cap Value 86.00 No 1.52 Low 8.3 15.5Large Cap Value 58.60 Yes 1.15 Low -0.9 10.1Large Cap Value 90.00 Yes 1.27 Average 8.2 13.0Large Cap Value 655.90 Yes 1.08 Low 5.5 14.9Large Cap Value 3950.70 Yes 1.02 Low 5.7 15.1Large Cap Value 326.90 No 1.12 Low 1.1 11.2Large Cap Value 627.10 Yes 1.17 Average 4.7 12.8Large Cap Value 2389.70 Yes 1.07 Low 5.7 14.5Large Cap Value 11876.40 Yes 0.92 Low 5.1 14.1Large Cap Value 1215.50 Yes 1.13 Low 5.8 17.4Large Cap Value 224.20 Yes 1.29 Average 12.6 14.1Large Cap Value 3935.90 Yes 1.04 Low 13.3 23.9Large Cap Value 901.00 Yes 1.12 Average 7.4 12.5Large Cap Value 883.80 Yes 1.11 Average 11.8 19.3Large Cap Value 96.40 No 1.25 Low 6.5 14.1Large Cap Value 731.40 No 0.60 Average 6.2 15.8Large Cap Value 136.70 No 0.96 Low 11.4 15.7Large Cap Value 4767.60 Yes 1.14 Low 7.7 17.1Large Cap Value 223.30 Yes 1.22 Average 3.8 16.4Large Cap Value 7869.10 No 0.92 Low 9.9 17.2Large Cap Value 103.10 Yes 1.62 Average 10.1 20.2Large Cap Value 1071.50 Yes 1.05 Low 7.2 14.9Large Cap Value 3590.00 No 1.00 Low 7.8 9.7Large Cap Value 94.10 Yes 1.14 Low 2.0 11.8Large Cap Value 3872.00 Yes 0.93 Low 4.1 12.3Large Cap Value 2251.80 Yes 1.08 High 4.0 15.8Large Cap Value 383.20 Yes 0.92 Average 6.0 15.0

Large Cap Value 2237.90 No 0.98 Low 6.8 17.5Large Cap Value 79.60 No 1.93 Low 8.5 16.0Large Cap Value 67.50 Yes 1.20 Low 3.4 13.5Large Cap Value 144.00 No 2.53 Average 3.2 14.2Large Cap Value 98.70 No 0.21 Low 5.4 14.2Large Cap Value 67.00 No 0.97 Low 6.8 18.2Large Cap Value 90.80 No 1.60 Low 1.5 9.4Large Cap Value 445.30 Yes 1.72 Average 8.9 15.3Large Cap Value 129.90 Yes 1.63 Low 4.2 14.1Large Cap Value 774.40 No 0.78 Low 3.3 13.1Large Cap Value 17958.40 No 0.74 Low 4.3 14.7Large Cap Value 1760.70 No 0.78 Average 2.6 13.4Large Cap Value 3071.60 No 0.93 Low 6.3 16.8Large Cap Value 363.00 No 1.01 Low 1.3 13.8Large Cap Value 872.00 No 1.33 Low 3.0 16.7Large Cap Value 96.40 No 0.74 Average 9.5 17.9Large Cap Value 55.30 Yes 1.52 Average 19.4 18.5Large Cap Value 89.20 No 1.29 Low 0.2 11.4Large Cap Value 73.30 Yes 1.30 Average 2.3 13.4Large Cap Value 605.50 No 1.37 Low 2.3 11.3Large Cap Value 909.10 No 0.91 Low 10.7 16.7Large Cap Value 383.60 No 0.90 Low 9.7 17.5Large Cap Value 1370.40 No 1.00 Average 6.9 15.2Large Cap Value 2077.90 No 0.78 Low 5.8 14.2Large Cap Value 11944.70 Yes 0.84 Low 4.2 17.1Large Cap Value 6437.70 Yes 0.81 Low 9.9 16.9Large Cap Value 984.80 No 0.37 Average 4.2 14.3Large Cap Value 2836.40 No 0.32 Low 4.4 14.0Large Cap Value 1015.30 No 0.39 Low 6.4 16.4Large Cap Value 3360.10 No 0.21 Average 7.1 17.8Large Cap Value 28867.50 No 0.37 Low 7.0 18.1Large Cap Value 13275.40 No 0.39 Average 5.0 17.7Large Cap Value 1246.10 No 0.90 Low 5.8 17.3Large Cap Value 207.10 Yes 1.25 Average 8.5 15.8Large Cap Value 1945.80 Yes 1.16 Average 10.7 12.4Large Cap Value 490.20 Yes 1.34 Low 4.0 13.9Large Cap Value 62683.80 Yes 0.60 Low 3.5 12.7Large Cap Value 212.70 No 1.40 Low 8.9 15.6Large Cap Value 727.30 No 0.85 Low 5.5 14.1Large Cap Value 61.40 No 1.15 Average 7.8 15.4Large Cap Value 176.00 No 1.51 Low 13.8 16.1Large Cap Value 55.70 No 1.65 Low 8.9 16.6Large Cap Value 945.00 Yes 0.91 Low 9.5 18.9Large Cap Value 590.70 Yes 0.90 Average 3.3 12.3Mid Cap Growth 195.00 No 1.00 High 9.9 19.8Mid Cap Growth 1244.40 Yes 1.29 High 5.6 14.6Mid Cap Growth 1811.20 No 1.15 High 10.4 19.5Mid Cap Growth 89.90 Yes 1.74 High 9.7 18.4Mid Cap Growth 67.40 Yes 1.20 High 10.5 15.4Mid Cap Growth 328.70 Yes 1.34 High 9.3 21.6

Mid Cap Growth 701.60 Yes 1.25 High 6.7 28.3Mid Cap Growth 266.00 Yes 1.10 Average 12.7 20.3Mid Cap Growth 472.20 No 1.95 High 4.4 19.0Mid Cap Growth 123.20 No 0.76 High 9.9 17.5Mid Cap Growth 966.20 No 1.00 High 22.1 16.2Mid Cap Growth 848.80 No 1.00 Average 22.2 16.8Mid Cap Growth 1986.60 No 1.00 Average 8.9 21.7Mid Cap Growth 6000.00 No 1.18 High 9.1 18.1Mid Cap Growth 87.20 No 0.85 Average 5.6 14.6Mid Cap Growth 2688.00 No 1.34 Average 12.5 22.1Mid Cap Growth 146.00 No 1.50 High 7.0 32.7Mid Cap Growth 131.50 No 0.91 High 14.3 22.5Mid Cap Growth 290.10 Yes 1.58 High 10.2 19.2Mid Cap Growth 190.30 No 1.20 Average 16.5 18.2Mid Cap Growth 110.90 Yes 1.68 High -0.4 12.2Mid Cap Growth 166.00 No 1.96 High 12.2 16.9Mid Cap Growth 740.40 Yes 1.47 Low 10.8 19.4Mid Cap Growth 818.50 No 0.98 High 16.4 17.7Mid Cap Growth 78.50 No 1.23 High 13.6 19.6Mid Cap Growth 297.70 No 1.40 High 6.9 20.9Mid Cap Growth 555.70 Yes 1.44 High 10.0 19.7Mid Cap Growth 201.10 No 1.45 High 7.6 15.2Mid Cap Growth 111.30 No 1.33 High 13.0 22.2Mid Cap Growth 102.80 Yes 1.27 High 1.9 17.4Mid Cap Growth 151.60 Yes 1.41 High 4.1 16.9Mid Cap Growth 546.50 Yes 1.13 High 1.7 18.8Mid Cap Growth 4034.60 No 1.95 Average 10.8 22.5Mid Cap Growth 547.10 Yes 1.32 High 12.8 22.2Mid Cap Growth 4348.90 No 0.78 High 7.2 16.7Mid Cap Growth 9684.20 No 0.62 High 16.1 19.0Mid Cap Growth 3410.70 No 0.92 High 10.1 16.4Mid Cap Growth 1354.40 No 0.23 Average 10.0 22.7Mid Cap Growth 1281.60 No 0.96 Average 12.5 22.2Mid Cap Growth 418.80 Yes 1.48 Average 13.0 20.7Mid Cap Growth 6917.60 Yes 0.97 High 10.5 19.8Mid Cap Growth 1937.70 Yes 0.96 High 6.2 19.0Mid Cap Growth 993.30 Yes 1.49 High 4.4 17.0Mid Cap Growth 58.90 No 0.98 High 19.8 23.8Mid Cap Growth 576.30 Yes 1.08 High 15.9 24.9Mid Cap Growth 135.00 Yes 1.38 High 7.1 16.2Mid Cap Growth 125.10 Yes 1.36 Low 13.2 19.9Mid Cap Growth 123.50 No 2.37 High 9.4 18.0Mid Cap Growth 52.80 Yes 1.40 High 9.3 14.9Mid Cap Growth 1724.70 No 0.25 Average 13.3 19.0Mid Cap Growth 89.30 Yes 1.65 Average 12.0 20.2Mid Cap Growth 106.70 Yes 1.75 High 11.8 16.5Mid Cap Growth 258.40 No 0.91 High 12.0 22.1Mid Cap Growth 1794.90 No 1.03 High 11.4 22.2Mid Cap Growth 311.60 Yes 1.20 High 17.2 26.0Mid Cap Growth 458.60 Yes 1.35 Average 9.8 20.4

Mid Cap Growth 1003.60 No 0.99 Average 10.9 16.7Mid Cap Growth 52.50 Yes 1.35 High 10.6 21.2Mid Cap Growth 3743.20 No 1.87 High 6.7 26.8Mid Cap Growth 634.30 Yes 1.73 High 4.2 15.9Mid Cap Growth 172.20 No 1.29 High 4.0 14.1Mid Cap Growth 179.30 Yes 1.30 High 5.3 13.9Mid Cap Growth 852.10 Yes 1.29 High 2.7 17.5Mid Cap Growth 199.30 Yes 1.40 Average 1.1 20.8Mid Cap Growth 144.30 No 2.24 High 21.1 27.2Mid Cap Growth 272.40 Yes 1.09 High 18.2 26.4Mid Cap Growth 1063.10 No 0.87 High 18.1 26.9Mid Cap Growth 518.80 Yes 1.37 Average 12.8 23.5Mid Cap Growth 146.60 No 1.34 High 12.3 19.0Mid Cap Growth 205.10 No 1.78 High 14.5 21.5Mid Cap Growth 349.50 No 1.06 High 13.4 19.8Mid Cap Growth 104.00 Yes 1.77 High 11.4 16.5Mid Cap Growth 557.30 No 0.63 Average 5.9 16.5Mid Cap Growth 111.40 Yes 1.54 Average 14.3 19.5Mid Cap Growth 307.40 No 1.00 High 5.9 15.2Mid Cap Growth 658.90 No 1.40 High 11.2 14.6Mid Cap Growth 663.10 Yes 1.33 High 11.8 18.2Mid Cap Growth 148.30 Yes 1.50 High 9.5 18.2Mid Cap Growth 152.40 No 1.15 High 7.0 24.3Mid Cap Growth 491.30 Yes 0.90 High 3.0 15.6Mid Cap Growth 53.70 Yes 1.25 Average 4.9 12.9Mid Cap Growth 42.10 No 2.33 High 12.3 23.5Mid Cap Growth 728.10 Yes 1.40 High 7.8 16.3Mid Cap Growth 1973.50 Yes 1.10 High 12.2 21.2Mid Cap Growth 318.50 Yes 1.29 Average 18.5 21.5Mid Cap Growth 1376.00 Yes 1.03 Average 9.9 13.9Mid Cap Growth 420.40 Yes 1.22 High 9.4 15.0Mid Cap Growth 213.40 No 1.49 High 9.6 22.3Mid Cap Growth 183.30 Yes 1.42 High 7.0 22.3Mid Cap Growth 67.60 No 1.17 Average 8.4 19.5Mid Cap Growth 353.60 Yes 1.51 High 11.5 17.6Mid Cap Growth 166.10 Yes 1.24 High 3.4 18.0Mid Cap Growth 215.30 No 1.15 High 15.3 23.2Mid Cap Growth 390.20 Yes 1.16 Average 7.8 15.5Mid Cap Growth 62.30 No 2.93 High 3.7 15.7Mid Cap Growth 85.40 Yes 1.58 High 7.7 16.7Mid Cap Growth 280.40 No 0.40 Average 10.0 23.0Mid Cap Growth 14891.80 No 0.83 Average 14.8 23.4Mid Cap Growth 76.30 No 2.40 High 13.9 19.0Mid Cap Growth 154.00 No 1.36 High 14.4 21.1Mid Cap Growth 1011.60 No 1.20 High 12.0 23.0Mid Cap Growth 362.50 No 1.13 High 3.3 16.4Mid Cap Growth 133.90 No 1.30 High 5.9 22.5Mid Cap Growth 171.80 No 0.50 Average 10.1 23.0Mid Cap Growth 581.90 Yes 1.39 High 10.9 21.1Mid Cap Growth 578.50 Yes 1.40 High 17.6 22.0

Mid Cap Growth 5182.00 No 0.51 High 8.3 25.4Mid Cap Growth 5275.10 No 0.25 Average 10.3 23.4Mid Cap Growth 602.10 No 0.34 High 9.1 20.2Mid Cap Growth 95.70 No 0.32 Average 9.9 22.7Mid Cap Growth 1262.00 Yes 1.51 High 11.6 21.2Mid Cap Growth 201.00 No 1.90 High 8.6 19.5Mid Cap Growth 111.30 Yes 1.41 High 5.6 21.0Mid Cap Growth 194.60 No 1.11 High 4.6 18.4Mid Cap Value 1480.20 Yes 1.22 Average -3.6 20.8Mid Cap Value 3364.30 No 1.14 Low 2.9 15.1Mid Cap Value 178.80 No 0.89 Low 11.4 20.1Mid Cap Value 444.00 Yes 1.25 Average 10.1 22.2Mid Cap Value 467.60 No 1.14 High 25.3 31.9Mid Cap Value 157.70 No 1.13 Low 12.1 20.5Mid Cap Value 676.10 No 1.20 Low 7.7 23.9Mid Cap Value 445.10 Yes 1.20 Average 8.3 20.0Mid Cap Value 1349.70 No 1.16 High 8.1 20.0Mid Cap Value 217.20 No 1.16 Average 4.6 20.4Mid Cap Value 1111.40 No 1.20 Low 5.6 15.6Mid Cap Value 183.00 No 1.27 Low 5.7 13.2Mid Cap Value 285.30 Yes 1.26 High 17.2 40.5Mid Cap Value 932.60 Yes 1.36 High 2.2 23.2Mid Cap Value 622.70 No 0.96 Low 12.6 22.9Mid Cap Value 1512.30 Yes 1.09 Low 2.3 11.8Mid Cap Value 1189.80 Yes 1.39 Average -0.2 14.1Mid Cap Value 2894.00 Yes 1.22 Low 12.4 21.6Mid Cap Value 64.80 No 1.10 Low 11.4 20.7Mid Cap Value 461.10 No 0.82 Low 10.9 17.1Mid Cap Value 2666.00 No 1.03 Low 10.8 29.3Mid Cap Value 2462.80 No 0.25 Low 11.5 22.7Mid Cap Value 4408.20 No 0.94 Low 10.4 22.1Mid Cap Value 896.90 No 0.96 Low 9.9 19.1Mid Cap Value 413.60 No 1.74 Low 16.1 27.5Mid Cap Value 50.00 No 1.35 Low 8.5 20.3Mid Cap Value 8885.00 No 0.90 Low 3.6 14.4Mid Cap Value 7452.00 Yes 1.15 Low 8.2 18.8Mid Cap Value 1186.30 No 0.69 Low 10.5 20.9Mid Cap Value 212.50 No 2.18 Low 4.9 15.5Mid Cap Value 649.80 No 1.20 Low 7.2 19.3Mid Cap Value 2039.50 No 1.08 Low 2.9 16.9Mid Cap Value 109.90 No 2.05 Average 11.7 20.2Mid Cap Value 152.70 No 1.24 Low 0.6 15.4Mid Cap Value 3412.20 No 0.83 Low 9.3 17.4Mid Cap Value 108.80 No 1.20 Low 12.4 23.2Mid Cap Value 429.40 No 1.33 Average 6.4 19.1Mid Cap Value 152.40 Yes 1.25 Low 4.0 21.3Mid Cap Value 1998.50 Yes 1.21 Low 7.7 21.5Mid Cap Value 552.50 Yes 1.30 Low 12.5 20.1Mid Cap Value 50.30 No 1.00 Low 10.2 22.1Mid Cap Value 1517.00 No 1.49 Low 11.7 33.8

Mid Cap Value 383.60 Yes 1.41 Average 15.7 30.6Mid Cap Value 140.60 No 2.39 Low 10.7 20.3Mid Cap Value 5319.80 No 0.84 Low 7.7 21.8Mid Cap Value 953.50 No 0.93 High 6.3 20.6Mid Cap Value 189.50 No 1.34 Average 12.6 21.8Mid Cap Value 370.20 No 1.16 Low 3.1 19.0Mid Cap Value 3866.50 No 0.60 Low 10.7 21.7Mid Cap Value 283.60 No 1.34 Low 12.9 20.5Mid Cap Value 201.20 Yes 1.27 Low 18.9 21.8Mid Cap Value 546.50 No 1.30 Low 7.9 22.5Small Cap Growth 576.80 No 1.43 High 2.3 21.3Small Cap Growth 152.60 Yes 0.94 High 4.4 13.6Small Cap Growth 1161.70 Yes 1.40 High 8.3 17.2Small Cap Growth 363.80 No 1.45 High 5.5 16.8Small Cap Growth 126.10 Yes 1.69 High 16.1 24.3Small Cap Growth 212.60 Yes 1.63 High 4.7 20.3Small Cap Growth 142.60 No 2.05 High 4.2 22.7Small Cap Growth 255.00 No 1.49 High 6.8 13.5Small Cap Growth 1200.00 No 1.18 High 7.0 23.3Small Cap Growth 61.20 No 1.53 High 5.9 22.4Small Cap Growth 5005.00 No 1.31 Low 5.7 20.8Small Cap Growth 569.50 No 1.54 High 10.8 24.1Small Cap Growth 154.80 Yes 1.19 High 6.1 21.8Small Cap Growth 217.10 Yes 1.37 High 10.3 20.0Small Cap Growth 79.90 Yes 1.23 High -2.9 12.1Small Cap Growth 143.80 No 1.35 Average 17.3 27.3Small Cap Growth 161.30 No 0.99 High 8.3 22.1Small Cap Growth 94.40 No 1.52 High -0.5 20.8Small Cap Growth 114.40 No 1.23 High 5.2 20.0Small Cap Growth 915.50 No 1.09 Average 13.0 26.1Small Cap Growth 10351.90 No 0.81 Low 13.1 26.0Small Cap Growth 210.20 No 1.16 High 13.1 21.4Small Cap Growth 135.50 Yes 1.32 High 6.4 17.1Small Cap Growth 149.30 No 1.09 High 1.7 17.3Small Cap Growth 427.70 No 1.24 High 8.4 20.9Small Cap Growth 69.70 No 1.40 High -3.3 16.3Small Cap Growth 748.20 Yes 1.40 High 5.1 16.3Small Cap Growth 379.30 No 1.34 High -0.7 14.5Small Cap Growth 677.00 No 0.95 High 6.6 19.1Small Cap Growth 130.60 No 1.31 High 7.2 20.2Small Cap Growth 842.30 No 1.59 Low 2.3 24.9Small Cap Growth 220.60 No 1.57 High 9.6 20.8Small Cap Growth 120.60 No 1.28 High 2.6 18.6Small Cap Growth 220.20 Yes 1.60 High 4.1 17.1Small Cap Growth 1030.40 No 1.48 High 4.9 18.5Small Cap Growth 157.60 Yes 1.63 High 8.6 19.5Small Cap Growth 658.20 Yes 1.15 High 4.5 19.9Small Cap Growth 138.20 Yes 1.21 Average -0.1 18.0Small Cap Growth 665.00 No 0.83 Average 5.6 19.2Small Cap Growth 117.00 No 1.25 Average 4.3 25.1

Small Cap Growth 168.10 Yes 1.45 High 20.5 27.8Small Cap Growth 125.00 Yes 1.43 High 10.0 23.7Small Cap Growth 1116.10 No 1.25 Average 12.0 24.0Small Cap Growth 254.50 No 1.33 High 9.2 28.1Small Cap Growth 2661.90 No 0.25 High 4.0 20.7Small Cap Growth 1303.50 No 0.25 Average 9.0 22.0Small Cap Growth 221.80 Yes 1.48 High 8.2 22.1Small Cap Growth 480.50 Yes 1.51 High 1.4 13.7Small Cap Growth 1327.80 No 0.90 High 1.6 23.0Small Cap Growth 75.00 Yes 1.50 High 5.3 17.0Small Cap Growth 425.40 No 0.99 High 6.7 20.1Small Cap Growth 420.20 No 1.27 Average 5.3 19.5Small Cap Growth 262.40 Yes 1.72 High 0.5 19.3Small Cap Growth 111.80 No 1.55 High 2.7 23.4Small Cap Growth 499.50 Yes 1.20 High 11.9 18.4Small Cap Growth 165.40 No 2.66 High 2.3 15.8Small Cap Growth 305.40 No 1.30 High -2.4 18.7Small Cap Growth 413.00 No 1.62 High -2.8 18.7Small Cap Growth 69.50 No 1.60 High 10.8 20.9Small Cap Growth 140.20 No 1.25 High 13.2 19.9Small Cap Growth 162.20 No 1.55 High 8.7 23.5Small Cap Growth 1648.90 No 0.86 Average 0.3 19.3Small Cap Growth 144.30 Yes 1.25 High 13.2 22.4Small Cap Growth 555.80 Yes 1.47 High 4.6 14.5Small Cap Growth 893.70 No 1.10 High 13.5 24.9Small Cap Growth 60.80 Yes 1.79 High 12.4 24.7Small Cap Growth 53.10 Yes 1.33 High 2.3 17.6Small Cap Growth 340.40 Yes 1.74 High 11.3 30.9Small Cap Growth 157.10 No 1.18 High 8.1 26.0Small Cap Growth 50.70 No 1.71 High 15.2 21.3Small Cap Growth 171.70 No 0.91 High 7.8 19.6Small Cap Growth 84.30 No 1.28 High 7.6 16.0Small Cap Growth 185.40 No 1.44 High 2.7 22.3Small Cap Growth 56.40 No 1.70 High 12.7 34.0Small Cap Growth 179.50 No 1.40 High 6.7 18.9Small Cap Growth 50.90 No 1.50 High 5.8 20.1Small Cap Growth 590.30 Yes 1.26 High 1.3 13.6Small Cap Growth 62.40 Yes 1.67 High 4.6 21.7Small Cap Growth 478.90 No 1.25 Low 14.5 29.9Small Cap Growth 173.20 Yes 1.58 High 9.7 20.8Small Cap Growth 423.90 No 1.03 High 4.9 22.8Small Cap Growth 208.00 Yes 1.79 Average 6.3 21.3Small Cap Growth 116.00 No 1.28 High 6.2 23.6Small Cap Growth 118.00 No 0.99 High 2.4 18.2Small Cap Growth 432.20 Yes 1.23 High 10.5 20.3Small Cap Growth 89.30 No 1.98 High 9.2 24.3Small Cap Growth 56.30 No 1.73 High -2.3 17.4Small Cap Growth 450.60 No 1.58 High -1.6 16.4Small Cap Growth 956.90 No 1.59 High 0.7 19.4Small Cap Growth 234.90 No 1.59 High 6.7 25.8

Small Cap Growth 60.90 No 1.79 High 3.6 18.4Small Cap Growth 363.90 Yes 1.21 High 4.8 22.2Small Cap Growth 148.80 No 1.62 Low 6.4 22.3Small Cap Growth 335.10 No 1.25 High 6.9 13.8Small Cap Growth 236.50 No 1.50 High 18.5 19.4Small Cap Growth 142.60 Yes 1.45 High 5.2 16.4Small Cap Growth 69.40 No 0.26 High 8.7 22.6Small Cap Growth 233.00 Yes 1.72 High 9.1 23.3Small Cap Growth 87.80 No 1.25 High 10.5 19.5Small Cap Growth 6530.10 No 0.87 High 11.9 25.4Small Cap Growth 260.60 No 1.25 High 5.8 23.6Small Cap Growth 200.70 No 1.03 High 6.6 19.6Small Cap Growth 293.70 No 1.20 High 1.8 21.0Small Cap Growth 120.50 No 1.00 High 8.5 25.1Small Cap Growth 326.50 No 1.34 Average 8.0 17.8Small Cap Growth 526.10 No 1.14 Low 8.0 19.0Small Cap Growth 96.50 Yes 1.60 High 12.9 24.1Small Cap Growth 8303.30 No 0.57 High 9.3 21.5Small Cap Growth 1696.20 No 0.23 Average 8.6 21.7Small Cap Growth 1223.50 No 1.22 High 13.2 23.8Small Cap Growth 656.30 Yes 1.61 Average 12.4 19.6Small Cap Growth 581.90 No 2.18 Average 11.0 23.3Small Cap Growth 1387.60 No 1.18 High 5.1 17.9Small Cap Growth 385.80 No 1.50 High 3.6 14.1Small Cap Growth 103.10 Yes 1.40 High 6.1 21.2Small Cap Growth 737.60 No 1.20 Low 6.4 22.4Small Cap Growth 533.80 No 1.20 High 4.1 21.0Small Cap Growth 479.70 No 1.49 High 1.1 27.7Small Cap Growth 90.30 Yes 1.46 High -2.3 19.9Small Cap Value 154.60 No 1.30 Average 2.3 21.6Small Cap Value 523.50 No 1.41 Low 3.9 17.0Small Cap Value 686.20 No 1.22 Low -1.2 18.7Small Cap Value 1705.50 Yes 1.25 Low 10.3 20.9Small Cap Value 1373.00 No 1.16 Low 5.5 25.3Small Cap Value 1330.30 No 1.25 Low 8.4 21.6Small Cap Value 4868.00 No 1.03 Low 0.9 16.4Small Cap Value 1700.00 No 1.18 Low 11.1 23.7Small Cap Value 256.10 Yes 1.59 Low 2.7 19.0Small Cap Value 179.40 No 1.20 Low 12.2 27.4Small Cap Value 1583.30 Yes 1.40 Average 2.9 21.0Small Cap Value 205.20 No 1.05 Low 7.3 26.1Small Cap Value 737.30 No 0.73 Low 4.1 30.5Small Cap Value 58.70 Yes 1.43 Low -1.6 20.2Small Cap Value 1059.10 No 0.88 Low 6.3 19.9Small Cap Value 436.70 Yes 1.32 Low 5.3 21.7Small Cap Value 385.30 No 1.23 Average 3.1 21.7Small Cap Value 378.50 No 1.17 Low 8.7 23.9Small Cap Value 238.00 Yes 1.42 Low 8.1 18.2Small Cap Value 497.50 No 0.97 Average 10.6 24.8Small Cap Value 380.70 No 1.32 Low 6.0 21.5

Small Cap Value 409.80 Yes 1.54 Low 8.6 23.1Small Cap Value 246.60 Yes 1.51 Low 12.9 29.9Small Cap Value 406.30 Yes 1.50 Low 3.1 23.9Small Cap Value 171.80 No 1.18 High 7.2 31.1Small Cap Value 335.20 No 1.24 Low 8.8 19.3Small Cap Value 1200.10 Yes 1.35 Low 10.4 21.5Small Cap Value 36517.20 No 0.94 Low 8.7 23.2Small Cap Value 95.00 No 1.35 Average -0.3 27.7Small Cap Value 360.90 No 0.99 Average 7.2 22.5Small Cap Value 131.40 No 1.28 Low 11.3 19.9Small Cap Value 444.00 No 1.21 Low 9.5 17.3Small Cap Value 4360.90 Yes 0.91 Low 10.9 21.7Small Cap Value 450.20 Yes 1.12 Low 12.2 21.1Small Cap Value 529.30 Yes 1.35 Average 9.1 21.7Small Cap Value 741.70 No 1.44 Low 5.9 21.0Small Cap Value 57.30 Yes 1.24 Low 9.3 16.0Small Cap Value 250.40 No 0.90 Low 4.5 19.5Small Cap Value 1040.50 Yes 1.48 Low 3.2 20.7Small Cap Value 111.00 No 1.18 Low 8.7 25.9Small Cap Value 1576.50 No 1.20 Average 2.0 23.7Small Cap Value 277.60 No 1.23 Low 1.3 22.1Small Cap Value 70.40 Yes 1.58 Low 5.1 21.9Small Cap Value 562.10 No 1.06 Low 11.3 32.2Small Cap Value 50.50 No 1.86 High 4.8 20.5Small Cap Value 2896.00 No 0.25 Low 4.5 22.9Small Cap Value 1636.50 No 0.25 Average 5.9 22.1Small Cap Value 79.20 Yes 1.76 Average 3.5 21.7Small Cap Value 78.90 No 1.50 Low 7.5 27.7Small Cap Value 1371.90 No 1.02 Average 8.9 19.2Small Cap Value 433.30 Yes 1.23 Average 14.4 25.8Small Cap Value 57.30 Yes 1.22 Low -1.3 17.2Small Cap Value 591.40 No 0.98 Low 6.9 21.2Small Cap Value 1000.50 Yes 1.52 Low 16.1 29.1Small Cap Value 229.00 No 2.00 Low 2.0 19.8Small Cap Value 371.60 No 0.96 Low 14.4 23.5Small Cap Value 2802.80 No 0.93 Low 10.7 22.3Small Cap Value 411.70 No 0.90 Low 6.3 20.3Small Cap Value 1713.60 Yes 1.39 Low 13.2 26.2Small Cap Value 339.70 No 1.18 Low 11.1 29.0Small Cap Value 65.80 No 2.45 Average -2.5 15.5Small Cap Value 774.40 No 2.02 Average 9.0 20.1Small Cap Value 313.30 No 2.04 Low 7.1 20.1Small Cap Value 497.90 Yes 1.33 Low 7.9 27.3Small Cap Value 235.20 No 0.99 Low 8.4 26.1Small Cap Value 1895.50 No 1.04 Low 16.4 22.1Small Cap Value 520.70 No 1.00 Average 8.1 23.3Small Cap Value 52.80 No 1.50 High 2.0 17.9Small Cap Value 1414.50 Yes 1.35 Low 11.7 27.9Small Cap Value 137.40 Yes 1.63 Low 8.0 27.6Small Cap Value 144.30 Yes 1.40 Average 6.7 24.2

Small Cap Value 378.10 Yes 1.50 Average 11.4 22.9Small Cap Value 462.10 Yes 1.38 Average 6.8 26.5Small Cap Value 265.10 No 1.78 Low 7.5 24.2Small Cap Value 3031.60 No 1.40 High 9.7 21.5Small Cap Value 490.50 No 1.47 Average 11.5 25.4Small Cap Value 1513.70 No 1.14 High 4.8 28.6Small Cap Value 1803.00 No 0.89 Low 12.5 23.8Small Cap Value 3276.00 No 1.14 Low 17.1 25.9Small Cap Value 551.20 No 1.15 Low -1.0 12.9Small Cap Value 4273.70 No 1.15 Low 8.2 18.2Small Cap Value 57.80 No 1.49 Average 8.7 21.8Small Cap Value 2173.80 No 1.49 Low 11.9 34.7Small Cap Value 60.50 No 1.10 Average 9.8 42.3Small Cap Value 70.50 No 1.82 Low 3.8 21.0Small Cap Value 703.30 Yes 1.29 Low 9.7 25.2Small Cap Value 103.50 No 1.14 Average 2.9 21.4Small Cap Value 329.80 No 1.04 Low 1.4 21.1Small Cap Value 173.70 Yes 1.75 Average -3.1 20.3Small Cap Value 543.80 No 1.47 Low 10.9 22.1Small Cap Value 241.80 Yes 1.18 Low 6.6 21.0Small Cap Value 87.60 Yes 2.20 Low 6.6 23.5Small Cap Value 355.90 No 1.47 Low 10.9 28.0Small Cap Value 101.10 No 0.26 Low 5.9 19.5Small Cap Value 332.20 Yes 1.72 Average 0.6 20.6Small Cap Value 4800.40 No 0.86 Low 8.7 23.1Small Cap Value 321.30 No 1.08 Low 3.8 21.7Small Cap Value 67.00 No 1.30 Average -2.6 18.7Small Cap Value 231.90 No 1.07 Low 7.3 25.8Small Cap Value 55.70 No 1.65 Average 5.1 21.5Small Cap Value 1999.10 No 1.14 Low 11.1 23.3Small Cap Value 57.60 No 1.41 High -5.0 16.6Small Cap Value 427.40 No 0.96 Low 5.6 22.1Small Cap Value 125.10 No 1.40 Average 7.0 28.1Small Cap Value 147.00 Yes 1.45 Low 7.8 20.8Small Cap Value 3473.30 No 0.23 Average 8.1 21.8Small Cap Value 93.50 No 1.35 Low 5.4 19.6Small Cap Value 722.80 No 1.72 Average 4.8 25.3Small Cap Value 2056.60 No 1.40 Average 15.0 27.1Small Cap Value 57.60 No 1.23 Average 0.7 16.4

5-Year Return-3.7-1.9-2.7-1.5-5.2-1.8-5.0-7.4-2.1-4.6-1.4-3.7-6.9-3.3-2.9-3.1-1.4-2.8-5.40.80.0

-3.4-2.7-1.3-2.5-2.50.1

-1.80.32.61.92.71.2

-2.9-7.9-1.6-3.77.51.71.3

-2.4-2.9-2.7-4.71.7

-2.16.1

-4.7-3.3

-2.9-2.9-0.4-1.7-4.7-1.4-1.0-5.8-2.4-7.5-6.40.4

-1.6-0.6-4.20.3

-0.3-1.8-0.6-3.06.21.9

-2.5-2.2-1.3-2.0-1.47.61.0

-4.5-3.3-3.8-4.4-1.4-5.3-4.65.0

-1.32.6

-2.8-5.8-4.1-7.63.1

-4.0-1.50.80.5

-5.0-9.3

-3.8-3.4-1.7-0.8-6.51.0

-5.21.11.7

-4.41.20.9

-4.51.1

-4.9-4.4-1.8-2.11.6

-4.2-8.51.18.8

-0.2-8.3-3.7-6.7-8.3-2.17.11.21.3

-2.55.57.01.2

-0.1-1.8-4.01.0

-5.4-5.0-5.0-5.36.3

-2.8-4.2-0.8-0.1-0.6

-6.2-6.8-5.5-7.8

-10.8-1.5-8.02.2

-5.6-3.6-7.30.1

-2.9-8.0-5.0-9.3-7.8-2.7-6.1-1.8

-26.5-5.7-9.2-2.1-4.7-2.50.80.7

-3.926.5-8.21.10.4

-1.8-5.5-3.00.5

-3.7-5.1-1.9-5.5-2.4-4.8-4.8-4.30.1

-2.6-4.30.4

-8.9

-6.8-5.5-0.1-0.51.4

-0.3-2.1-3.81.5

-0.2-5.1-6.010.0

0.71.7

-4.1-6.0-5.5-4.3-7.5-1.3-2.0-7.9-4.8-1.60.0

-1.3-8.7-0.9-4.6-1.21.32.9

-8.0-2.2-1.00.03.81.5

-4.8-6.7-4.5-4.7

-12.5-1.7-0.9-0.81.12.04.2

3.83.55.35.02.0

11.88.45.48.67.07.48.86.19.03.41.14.83.75.23.82.65.02.43.11.33.53.92.43.84.3

11.01.75.53.26.45.91.65.17.91.34.67.26.22.10.93.80.34.70.73.8

3.71.92.72.03.8

-0.93.66.14.67.15.25.45.04.05.52.28.83.66.17.10.13.95.15.62.32.54.9

12.4-2.2-0.32.85.46.31.81.20.92.64.82.61.53.31.93.72.56.21.90.62.23.76.6

9.04.63.90.01.67.04.35.93.54.46.96.55.32.81.26.9

10.4-0.76.71.42.57.8

-0.75.56.1

-2.03.53.71.31.45.22.47.11.89.8

-2.93.72.13.24.15.86.13.51.62.67.30.52.51.30.4

6.42.84.02.02.86.85.32.77.42.65.91.76.24.07.93.67.02.91.13.24.96.62.53.04.85.1

-1.54.16.62.65.86.07.21.9

-1.56.24.42.02.43.33.05.39.51.72.5

-3.0-5.2-2.3-0.93.0

3.12.2

-4.4-2.1-4.4-0.10.63.92.95.59.80.8

-4.02.1

-2.6-5.211.0-0.5-1.5-1.51.3

-5.21.91.1

-0.20.59.30.7

-13.21.30.76.78.44.1

-0.8-0.64.1

-1.31.27.36.6

-6.0-8.74.52.4

-4.6-4.6-4.71.23.7

2.5-2.111.9

0.3-1.9-1.3-7.48.6

-7.51.5

-0.29.1

-1.17.6

-3.6-9.64.16.6

-1.3-7.3-4.7-6.5

-13.3-0.73.5

-2.0-10.7

-3.97.32.2

-7.13.02.53.8

-1.6-1.4-4.02.1

-8.5-4.06.67.93.32.5

-2.21.63.36.7

-6.71.8

5.16.9

-1.56.41.1

-0.9-0.84.19.39.79.5

11.56.8

11.713.5

6.69.39.8

10.911.424.1

9.111.0

9.25.6

13.89.78.5

17.712.113.8

9.115.110.8

8.610.310.6

6.612.9

9.110.0

9.18.9

10.07.9

12.410.711.111.117.4

16.18.4

13.811.3

7.711.513.3

8.011.612.8-2.80.00.0

-2.9-0.90.81.2

-4.48.52.5

11.713.5-3.15.5

-0.612.3

1.62.2

-1.814.313.0

2.40.31.51.1

-1.11.3

-3.82.92.8

21.56.72.9

-2.05.84.53.95.26.78.5

4.10.9

15.310.9

2.08.62.4

-2.93.61.25.17.3

-11.96.61.7

-2.44.33.4

-1.65.07.99.93.4

-1.15.9

-8.62.0

15.211.9-3.37.2

-1.86.9

19.8-9.90.8

-0.42.7

24.2-3.07.47.10.3

-0.75.15.8

-4.6-0.4-5.85.5

-4.92.7

10.60.9

-2.0-4.30.63.72.27.00.54.62.6

-0.55.78.5

-3.16.38.60.26.5

19.39.37.41.9

10.94.7

16.8-4.712.718.311.916.618.415.811.315.8

9.219.910.516.623.713.513.512.412.714.111.115.217.0

14.220.314.411.213.014.517.320.710.715.312.514.821.113.411.9

8.510.914.412.816.818.712.625.0

9.513.311.811.216.511.411.711.114.917.514.412.313.211.414.018.8

9.011.310.818.221.114.613.2

3.216.018.8

5.9

12.914.418.913.416.015.715.315.116.813.312.023.624.014.114.911.313.110.814.013.314.216.013.311.717.417.6

9.116.5

9.814.0

8.312.414.711.511.9

8.417.117.910.7