Category Kings in 10 Realms

MONDAY, MAY 6, 2019

? 2019 Dow Jones & Company, Inc. All Rights Reserved.

Category Kings in 10 Realms

Data provided by

Top-performing funds in each category, ranked by year-to-date total returns (changes in net asset values with reinvested distributions) as of April 30; assets are as of March 29. All data are preliminary.

(The following has been excerpted.)

Midcap Core

Tarkio Thompson MidCap Invesco RJ SB-1 Eq Virtus:KAR SMC Core;I CB Select;I WellsFargo:C&B MCV;I Ariel:Fund;Investor Category Average: Fund Count

Assets

Total return (%)

($ millions) April YTD 1-yr 5-yr*

110.1 41.5 167.4 8.1 460.7 333.5 2,231.1

3.0 30.2 10.8 10.4 5.0 24.6 0.5 5.9 3.5 24.0 3.1 7.3 7.3 23.6 16.7 N.A. 4.5 23.1 21.9 18.2 5.3 22.8 8.1 9.3 4.4 22.7 7.1 9.1

872.7 10.1 10.1 ?5.8 6.4

436 437 437 422 306

Midcap Value

Columbia:Sel MC Val;I GW:Ariel MC Val;Inv WellsFargo:Spec MCV;I Hotchkis:Mid Cap Val;I Principal Contra Val Idx TCW:Rel Value MC;I MFS Mid Cap Value;R6 Category Average: Fund Count

Assets

Total return (%)

($ millions) April YTD 1-yr 5-yr*

1,551.9 134.6 8,015.3 1,337.3

3.8 82.3 8,011.3

4.7 21.8 8.1 6.8 5.3 21.8 4.8 7.2 4.2 20.9 8.2 8.5 4.1 20.8 ?5.4 3.6 5.1 20.4 6.4 N.A. 3.8 20.3 ?6.0 5.0 4.7 19.9 7.4 8.0

559.4 11.1 11.1 ?8.1 6.1

203 203 203 196 134

N.A.: Not applicable; fund is too new * Annualized Note: For funds with multiple share classes, only the largest is shown.

WSJ: Category Kings April 2019 (EPRINT) ?05/19 (exp 5/15/20) AI-564

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