Morningstar ratings

Based on risk-adjusted return.

  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 3/31/2020 3 star 4 star 3 star 3 star
Funds in category 3/31/2020 73 73 63 32
Morningstar Category: Pacific/Asia ex-Japan Stk
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 3/31/2020 4 star 4 star 4 star 4 star
Funds in category 3/31/2020 76 76 73 48
Morningstar Category: China Region
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 3/31/2020 3 star 3 star 3 star 3 star
Funds in category 3/31/2020 238 238 191 61
Morningstar Category: Multialternative
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 3/31/2020 2 star 2 star 2 star 2 star
Funds in category 3/31/2020 396 396 329 199
Morningstar Category: World Allocation
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 3/31/2020 2 star 3 star 2 star 2 star
Funds in category 3/31/2020 396 396 329 199
Morningstar Category: World Allocation
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 3/31/2020 3 star 3 star 3 star 2 star
Funds in category 3/31/2020 751 751 619 371
Morningstar Category: World Large Stock
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 3/31/2020 3 star 2 star 3 star 4 star
Funds in category 3/31/2020 707 707 580 237
Morningstar Category: Diversified Emerging Mkts
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 3/31/2020 3 star 2 star 3 star N/A
Funds in category 3/31/2020 231 231 178 N/A
Morningstar Category: Emerging Markets Bond
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 3/31/2020 N/A N/A N/A N/A
Funds in category 3/31/2020 N/A N/A N/A N/A
Morningstar Category: Large Growth
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 3/31/2020 4 star 3 star 5 star 3 star
Funds in category 3/31/2020 186 186 170 102
Morningstar Category: World Bond
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 3/31/2020 2 star 3 star 2 star 2 star
Funds in category 3/31/2020 751 751 619 371
Morningstar Category: World Large Stock
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 3/31/2020 2 star 3 star 2 star 1 star
Funds in category 3/31/2020 751 751 619 371
Morningstar Category: World Large Stock
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 3/31/2020 1 star 2 star 1 star 1 star
Funds in category 3/31/2020 621 621 540 338
Morningstar Category: High Yield Bond
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 3/31/2020 2 star 2 star 2 star 2 star
Funds in category 3/31/2020 88 88 65 24
Morningstar Category: Infrastructure
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 3/31/2020 2 star 2 star 2 star 1 star
Funds in category 3/31/2020 409 409 340 248
Morningstar Category: Foreign Large Growth
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 3/31/2020 3 star 3 star 3 star 1 star
Funds in category 3/31/2020 192 192 164 107
Morningstar Category: Global Real Estate
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 3/31/2020 3 star 3 star 3 star 3 star
Funds in category 3/31/2020 115 115 92 59
Morningstar Category: Foreign Small/Mid Growth
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 3/31/2020 3 star 2 star 2 star 3 star
Funds in category 3/31/2020 243 243 214 156
Morningstar Category: Muni National Interm
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 3/31/2020 3 star 3 star 3 star 3 star
Funds in category 3/31/2020 226 226 199 136
Morningstar Category: Real Estate
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 3/31/2020 2 star 2 star 2 star 1 star
Funds in category 3/31/2020 638 638 503 369
Morningstar Category: Foreign Large Blend
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 3/31/2020 2 star 1 star 2 star N/A
Funds in category 3/31/2020 162 162 136 N/A
Morningstar Category: High Yield Muni
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 3/31/2020 3 star 3 star 3 star 3 star
Funds in category 3/31/2020 384 384 331 253
Morningstar Category: Intermediate Core Bond
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 3/31/2020 2 star 2 star 2 star 2 star
Funds in category 3/31/2020 180 180 159 119
Morningstar Category: Muni National Short
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 3/31/2020 3 star 3 star N/A N/A
Funds in category 3/31/2020 567 567 N/A N/A
Morningstar Category: Mid-Cap Growth
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 3/31/2020 3 star 3 star 3 star 2 star
Funds in category 3/31/2020 1231 1231 1086 812
Morningstar Category: Large Growth
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 3/31/2020 3 star 2 star 3 star 3 star
Funds in category 3/31/2020 577 577 502 381
Morningstar Category: Small Growth

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The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars, and the bottom 10% receive 1 star. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.