Morningstar ratings

Based on risk-adjusted return.

  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 6/30/2020 4 star 3 star 4 star 2 star
Funds in category 6/30/2020 69 69 60 31
Morningstar Category: Pacific/Asia ex-Japan Stk
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 6/30/2020 4 star 4 star 4 star 3 star
Funds in category 6/30/2020 75 75 70 46
Morningstar Category: China Region
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 6/30/2020 4 star 3 star 3 star 4 star
Funds in category 6/30/2020 252 252 191 65
Morningstar Category: Multialternative
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 6/30/2020 2 star 2 star 3 star 2 star
Funds in category 6/30/2020 399 399 342 207
Morningstar Category: World Allocation
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 6/30/2020 3 star 3 star 3 star 3 star
Funds in category 6/30/2020 399 399 342 207
Morningstar Category: World Allocation
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 6/30/2020 3 star 3 star 3 star 2 star
Funds in category 6/30/2020 761 761 626 367
Morningstar Category: World Large Stock
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 6/30/2020 3 star 3 star 3 star 3 star
Funds in category 6/30/2020 704 704 595 246
Morningstar Category: Diversified Emerging Mkts
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 6/30/2020 3 star 2 star 3 star N/A
Funds in category 6/30/2020 233 233 181 N/A
Morningstar Category: Emerging Markets Bond
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 6/30/2020 N/A N/A N/A N/A
Funds in category 6/30/2020 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) 6/30/2020 3 star 3 star 4 star 3 star
Funds in category 6/30/2020 187 187 171 114
Morningstar Category: World Bond
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 6/30/2020 2 star 3 star 2 star 2 star
Funds in category 6/30/2020 761 761 626 367
Morningstar Category: World Large Stock
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 6/30/2020 2 star 3 star 2 star 1 star
Funds in category 6/30/2020 761 761 626 367
Morningstar Category: World Large Stock
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 6/30/2020 1 star 3 star 1 star 1 star
Funds in category 6/30/2020 639 639 546 346
Morningstar Category: High Yield Bond
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 6/30/2020 3 star 3 star 3 star 3 star
Funds in category 6/30/2020 84 84 66 24
Morningstar Category: Infrastructure
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 6/30/2020 2 star 2 star 2 star 1 star
Funds in category 6/30/2020 421 421 344 246
Morningstar Category: Foreign Large Growth
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 6/30/2020 2 star 3 star 2 star 1 star
Funds in category 6/30/2020 194 194 166 106
Morningstar Category: Global Real Estate
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 6/30/2020 3 star 4 star 3 star 3 star
Funds in category 6/30/2020 118 118 92 62
Morningstar Category: Foreign Small/Mid Growth
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 6/30/2020 2 star 2 star 2 star 2 star
Funds in category 6/30/2020 238 238 211 155
Morningstar Category: Muni National Interm
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 6/30/2020 3 star 3 star 3 star 3 star
Funds in category 6/30/2020 225 225 199 140
Morningstar Category: Real Estate
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 6/30/2020 2 star 3 star 3 star 1 star
Funds in category 6/30/2020 648 648 519 364
Morningstar Category: Foreign Large Blend
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 6/30/2020 1 star 1 star 1 star N/A
Funds in category 6/30/2020 169 169 146 N/A
Morningstar Category: High Yield Muni
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 6/30/2020 4 star 4 star 4 star 4 star
Funds in category 6/30/2020 379 379 330 248
Morningstar Category: Intermediate Core Bond
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 6/30/2020 2 star 2 star 1 star 2 star
Funds in category 6/30/2020 188 188 173 127
Morningstar Category: Muni National Short
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 6/30/2020 3 star 3 star N/A N/A
Funds in category 6/30/2020 558 558 N/A N/A
Morningstar Category: Mid-Cap Growth
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 6/30/2020 2 star 2 star 2 star 2 star
Funds in category 6/30/2020 1237 1237 1084 809
Morningstar Category: Large Growth
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 6/30/2020 3 star 2 star 3 star 3 star
Funds in category 6/30/2020 577 577 508 377
Morningstar Category: Small Growth

© 2019 Morningstar, Inc. All Rights Reserved. The information contained herein: (1) is proprietary to Morningstar; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information. Past performance is no guarantee of future results.

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.