Morningstar ratings

Based on risk-adjusted return.

  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 9/30/2019 3 star 4 star 3 star N/A
Funds in category 9/30/2019 78 78 68 N/A
Morningstar Category:Pacific/Asia ex-Japan Stk
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 9/30/2019 4 star 5 star 4 star 4 star
Funds in category 9/30/2019 75 75 71 39
Morningstar Category:China Region
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 9/30/2019 4 star 3 star 3 star 4 star
Funds in category 9/30/2019 248 248 178 59
Morningstar Category:Multialternative
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 9/30/2019 2 star 2 star 3 star 2 star
Funds in category 9/30/2019 376 376 307 179
Morningstar Category:World Allocation
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 9/30/2019 3 star 2 star 3 star 3 star
Funds in category 9/30/2019 376 376 307 179
Morningstar Category:World Allocation
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 9/30/2019 3 star 3 star 3 star 2 star
Funds in category 9/30/2019 727 727 599 368
Morningstar Category:World Large Stock
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 9/30/2019 3 star 3 star 3 star 4 star
Funds in category 9/30/2019 701 701 569 243
Morningstar Category:Diversified Emerging Mkts
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 9/30/2019 3 star 3 star 3 star N/A
Funds in category 9/30/2019 252 252 194 N/A
Morningstar Category:Emerging Markets Bond
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 9/30/2019 N/A N/A N/A N/A
Funds in category 9/30/2019 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) 9/30/2019 2 star 2 star 1 star 2 star
Funds in category 9/30/2019 727 727 599 368
Morningstar Category:World Large Stock
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 9/30/2019 1 star 2 star 1 star 1 star
Funds in category 9/30/2019 727 727 599 368
Morningstar Category:World Large Stock
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 9/30/2019 2 star 4 star 1 star 1 star
Funds in category 9/30/2019 613 613 532 344
Morningstar Category:High Yield Bond
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 9/30/2019 4 star 5 star 3 star 4 star
Funds in category 9/30/2019 88 88 68 22
Morningstar Category:Infrastructure
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 9/30/2019 4 star 4 star 4 star 3 star
Funds in category 9/30/2019 185 185 175 104
Morningstar Category:World Bond
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 9/30/2019 4 star 5 star 4 star 5 star
Funds in category 9/30/2019 658 658 581 427
Morningstar Category:Allocation--50% to 70% Equity
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 9/30/2019 1 star 2 star 1 star 1 star
Funds in category 9/30/2019 396 396 340 247
Morningstar Category:Foreign Large Growth
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 9/30/2019 2 star 3 star 1 star 1 star
Funds in category 9/30/2019 203 203 162 115
Morningstar Category:Global Real Estate
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 9/30/2019 4 star 4 star 4 star 4 star
Funds in category 9/30/2019 122 122 99 61
Morningstar Category:Foreign Small/Mid Growth
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 9/30/2019 3 star 3 star 3 star 3 star
Funds in category 9/30/2019 244 244 217 149
Morningstar Category:Muni National Interm
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 9/30/2019 1 star 1 star N/A N/A
Funds in category 9/30/2019 41 41 N/A N/A
Morningstar Category:Japan Stock
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 9/30/2019 4 star 3 star 4 star 4 star
Funds in category 9/30/2019 223 223 198 137
Morningstar Category:Real Estate
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 9/30/2019 2 star 4 star 1 star 1 star
Funds in category 9/30/2019 611 611 489 365
Morningstar Category:Foreign Large Blend
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 9/30/2019 1 star 1 star 1 star N/A
Funds in category 9/30/2019 155 155 136 N/A
Morningstar Category:High Yield Muni
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 9/30/2019 3 star 3 star 3 star 3 star
Funds in category 9/30/2019 356 356 312 238
Morningstar Category:Intermediate Core Bond
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 9/30/2019 2 star 2 star 2 star 1 star
Funds in category 9/30/2019 179 179 162 117
Morningstar Category:Muni National Short
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 9/30/2019 2 star 2 star N/A N/A
Funds in category 9/30/2019 544 544 N/A N/A
Morningstar Category:Mid-Cap Growth
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 9/30/2019 2 star 2 star 2 star 2 star
Funds in category 9/30/2019 1243 1243 1110 822
Morningstar Category:Large Growth
  As of date Overall 3 Year 5 Year 10 Year
Class A (with sales charges) 9/30/2019 3 star 2 star 4 star 3 star
Funds in category 9/30/2019 584 584 519 399
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.