Investment Performance Chart - Emory HR - Emory University

INVESTMENT PERFORMANCE FOR FUNDS AVAILABLE UNDER THE EMORY UNIVERSITY RETIREMENT PLAN AND

THE EMORY HEALTHCARE, INC. RETIREMENT SAVINGS AND MATCHING PLAN

The following table shows the rates of return for the funds that are currently available under the Emory University Retirment Plan, and the Emory Healthcare, Inc. Retirement Savings and Matching Plan for the one, five and ten-year periods ending on September 30, 2021. These rates of return were provided by a third party vendor. Emory has neither independently verified the accuracy of these computations, nor confirmed that the same methodology to determine rates of return was used. The table is intended to give an overview of the relative performance of these fund. Employees should carefully review the most recent prospectus for each fund before making any decisions concerning the investment of their annuity contracts and custodial accounts under the plan.

PLATFORM

TICKER FUND NAME

TARGET DATE FUNDS

MORNINGSTAR

RATING*

MORNINGSTAR CATEGORY**

Target Date Series All All All All All All All All All All All All

VITRX VITVX VITWX VRIVX VTTWX VITFX VIRSX VITLX VTRLX VIVLX VILVX VSXFX

Vanguard Target Retirement Income Institutional Vanguard Target Retirement 2015 Institutional Vanguard Target Retirement 2020 Institutional Vanguard Target Retirement 2025 Institutional Vanguard Target Retirement 2030 Institutional Vanguard Target Retirement 2035 Institutional Vanguard Target Retirement 2040 Institutional Vanguard Target Retirement 2045 Institutional Vanguard Target Retirement 2050 Institutional Vanguard Target Retirement 2055 Institutional Vanguard Target Retirement 2060 Institutional Vanguard Target Retirement 2065 Institutional

Target-Date Retirement Target-Date 2015 Target-Date 2020 Target-Date 2025 Target-Date 2030 Target-Date 2035 Target-Date 2040 Target-Date 2045 Target-Date 2050 Target-Date 2055 Target-Date 2060 Target-Date 2065+

CORE INVESTMENTS

Capital Preservation Options

All

VUSXX

Fidelity, Vanguard

N/A

TIAA

QCMMPX

TIAA

N/A

TIAA

N/A

Vanguard Treasury Money Market Investor Shares Prudential Guaranteed Income Fund CREF Money Market R2 TIAA-Annuity (Group Retirement Annuity) TIAA-Annuity (Group Supplemental Retirement Annuity)

ICE Bank of America Merrill Lynch ICE BofA US 3M Trsy Bill TR USDa

N/R

Money Market - Taxable

N/R

Guaranteed Product

N/R

Money Market - Taxable

N/R

N/R

N/R

N/R

Fixed Income Passive All Active All

VBTIX PTRQX

Barclays Capital Indices

Vanguard Total Bond Market Index Fund Institutional Shares PGIM Total Return Bond Fund - Class R6 BBgBarc US Agg Bond TR USDa

Intermediate Core Bond Intermediate Core-Plus Bond

US Equities (Domestic)

Passive

All

VFTAX

All

VIIIX

All

VMCIX

All

VGSLX

All

VSCIX

Vanguard FTSE Social Index Fund AdmiralTM Shares Vanguard Institutional Index Fund Institutional Plus Shares Vanguard Mid-Cap Index Fund Institutional Shares Vanguard Real Estate Index Fund Admiral Shares Vanguard Small-Cap Index Fund Institutional Shares

Large Blend Large Blend Mid-Cap Blend Real Estate Small Blend

Active All All Fidelity, Vanguard All All All All All TIAA TIAA TIAA

Russell Index Russell Index Russell Index Standard and Poors

JDVWX VPMAX FLCNX HNACX MVCKX BMGKX GSSUX LSSNX QCSTIX QCSCIX QREARX

John Hancock Funds Disciplined Value Fund Class R6 Vanguard PRIMECAP Fund Admiral Shares Fidelity? Contrafund? K6 Harbor Capital Appreciation Fund Retirement Class MFS Mid Cap Value Fund Class R6 BlackRock Mid-Cap Growth Equity Portfolio Class K Goldman Sachs Small Cap Value Fund Class R6 Loomis Sayles Small Cap Growth N CREF Stock R3 CREF Social Choice R3 TIAA Real Estate Account

Russell 3000 TR USDa Russell Mid Cap TR USDa Russell 2000 TR USDa S&P 500 TR USDa

N/R

Large Value Large Blend Large Growth Large Growth Mid-Cap Value Mid-Cap Growth Small Blend Small Growth Allocation--85%+ Equity Allocation--50% to 70% Equity N/A

Non-US Equities (International)

Passive

All

VTSNX Vanguard Total International Stock Index Fund Institutional

Active

All

RERGX American Funds Europacific Growth Fund? Class R-6

MSCI Inc. MSCI Inc. MSCI Inc.

MSCI ACWI GR USDa MSCI ACWI Ex USA GR USDa MSCI EAFE GR USDa

Foreign Large Blend Foreign Large Growth

EXPENSE RATIO

AVERAGE RATE OF RETURN***

Years Ended Sept 30, 2021

ONE YEAR

FIVE YEARS

TEN YEARS

0.09%

8.59%

6.28%

N/A

0.09%

9.65%

7.21%

N/A

0.09%

13.43%

8.64%

N/A

0.09%

16.06%

9.68%

N/A

0.09%

18.40%

10.49%

N/A

0.09%

20.70%

11.29%

N/A

0.09%

23.12%

12.08%

N/A

0.09%

25.49%

12.65%

N/A

0.09%

25.78%

12.70%

N/A

0.09%

25.78%

12.72%

N/A

0.09%

25.79%

12.72%

N/A

0.09%

25.74%

N/A

N/A

0.09% N/A

0.24% N/A N/A

0.02%

1.05%

0.55%

Current Crediting Rate: 1.55%

0.00%

0.82%

0.41%

3.46%

3.74%

3.90%

3.04%

3.13%

3.25%

0.07%

1.16%

0.63%

0.04% 0.39%

-0.91% 0.90% -0.90%

2.95% 4.02% 2.94%

2.98% 4.58% 3.01%

0.14% 0.02% 0.04% 0.12% 0.04%

0.71% 0.31% 0.45% 0.59% 0.68% 0.70% 0.95% 0.82% 0.24% 0.20% 0.87%

29.44% 30.00% 36.11% 33.51% 44.07%

18.67% 16.88% 14.60%

7.54% 13.99%

17.92% 16.63% 15.57% 11.54% 15.34%

41.63% 29.83% 23.48% 24.11% 42.14% 34.58% 55.92% 30.66% 29.14% 17.73% 11.90%

31.88% 38.11% 47.68% 30.00%

11.69% 17.32%

N/A 24.71% 11.45% 24.55%

9.84% 18.38% 13.88% 10.14%

5.21%

16.85% 14.39% 13.45% 16.90%

13.63% 17.97%

N/A 20.27% 14.09% 20.70% 13.15% 16.37% 13.51%

9.74% 7.24%

16.60% 15.52% 14.63% 16.63%

0.08% 0.46%

24.40%

24.76%

27.98% 24.45% 26.29%

9.05%

12.17%

13.77% 9.45% 9.33%

7.92%

10.63%

12.50% 7.97% 8.60%

INVESTMENT PERFORMANCE FOR FUNDS AVAILABLE UNDER THE EMORY UNIVERSITY RETIREMENT PLAN AND

THE EMORY HEALTHCARE, INC. RETIREMENT SAVINGS AND MATCHING PLAN

The following table shows the rates of return for the funds that are currently available under the Emory University Retirment Plan, and the Emory Healthcare, Inc. Retirement Savings and Matching Plan for the one, five and ten-year periods ending on September 30, 2021. These rates of return were provided by a third party vendor. Emory has neither independently verified the accuracy of these computations, nor confirmed that the same methodology to determine rates of return was used. The table is intended to give an overview of the relative performance of these fund. Employees should carefully review the most recent prospectus for each fund before making any decisions concerning the investment of their annuity contracts and custodial accounts under the plan.

VENDOR

TICKER FUND NAME

TARGET DATE FUNDS

Fidelity Fidelity Fidelity Fidelity Fidelity Fidelity Fidelity Fidelity Fidelity Fidelity Fidelity Fidelity Fidelity Fidelity

FNSHX FSNJX FSNKX FSNLX FSNOX FSNPX FSNQX FSNUX FSNVX FSNZX FNSBX FNSDX FNSFX

Fidelity Freedom? Income K Fidelity Freedom? 2005 K Fidelity Freedom? 2010 K Fidelity Freedom? 2015 K Fidelity Freedom? 2020 K Fidelity Freedom? 2025 K Fidelity Freedom? 2030 K Fidelity Freedom? 2035 K Fidelity Freedom? 2040 K Fidelity Freedom? 2045 K Fidelity Freedom? 2050 K Fidelity Freedom? 2055 K Fidelity Freedom? 2060 K

TIAA TIAA TIAA TIAA TIAA TIAA TIAA TIAA TIAA TIAA TIAA TIAA TIAA

TPILX TCTPX TCFPX TCWPX TCQPX TCHPX TCYPX TCZPX TTFPX TCLPX TTRPX TLXPX

TIAA-CREF Lifecycle Retire Income Prem TIAA-CREF Lifecycle 2010 Premier TIAA-CREF Lifecycle 2015 Premier TIAA-CREF Lifecycle 2020 Premier TIAA-CREF Lifecycle 2025 Premier TIAA-CREF Lifecycle 2030 Premier TIAA-CREF Lifecycle 2035 Premier TIAA-CREF Lifecycle 2040 Premier TIAA-CREF Lifecycle 2045 Premier TIAA-CREF Lifecycle 2050 Premier TIAA-CREF Lifecycle 2055 Premier TIAA-CREF Lifecycle 2060 Premier

Vanguard Vanguard Vanguard Vanguard Vanguard Vanguard Vanguard Vanguard Vanguard Vanguard Vanguard Vanguard Vanguard

VTINX VTXVX VTWNX VTTVX VTHRX VTTHX VFORX VTIVX VFIFX VFFVX VTTSX VLXVX

Vanguard Target Retirement Income Inv Vanguard Target Retirement 2015 Inv Vanguard Target Retirement 2020 Inv Vanguard Target Retirement 2025 Inv Vanguard Target Retirement 2030 Inv Vanguard Target Retirement 2035 Inv Vanguard Target Retirement 2040 Inv Vanguard Target Retirement 2045 Inv Vanguard Target Retirement 2050 Inv Vanguard Target Retirement 2055 Inv Vanguard Target Retirement 2060 Inv Vanguard Target Retirement 2065 Inv

MORNINGSTAR

RATING*

MORNINGSTAR CATEGORY**

EXPENSE RATIO

AVERAGE RATE OF RETURN***

Years Ended Sept 30, 2021

ONE YEAR

FIVE YEARS

TEN YEARS

Target-Date Retirement Target-Date 2000-2010 Target-Date 2000-2010 Target-Date 2015 Target-Date 2020 Target-Date 2025 Target-Date 2030 Target-Date 2035 Target-Date 2040 Target-Date 2045 Target-Date 2050 Target-Date 2055 Target-Date 2060

Allocation--30% to 50% Equity Target-Date 2000-2010 Target-Date 2015 Target-Date 2020 Target-Date 2025 Target-Date 2030 Target-Date 2035 Target-Date 2040 Target-Date 2045 Target-Date 2050 Target-Date 2055 Target-Date 2060

Target-Date Retirement Target-Date 2015 Target-Date 2020 Target-Date 2025 Target-Date 2030 Target-Date 2035 Target-Date 2040 Target-Date 2045 Target-Date 2050 Target-Date 2055 Target-Date 2060 Target-Date 2065+

0.42% 0.42% 0.44% 0.48% 0.51% 0.55% 0.58% 0.62% 0.65% 0.65% 0.65% 0.65% 0.65%

0.52% 0.52% 0.53% 0.54% 0.56% 0.57% 0.58% 0.59% 0.60% 0.60% 0.60% 0.60%

0.12% 0.12% 0.13% 0.13% 0.14% 0.14% 0.14% 0.15% 0.15% 0.15% 0.15% 0.15%

6.98% 8.35% 11.15% 13.97% 16.59% 18.66% 21.24% 26.12% 29.33% 29.34% 29.37% 29.35% 29.24%

5.40% 6.31% 7.44% 8.51% 9.41% 10.16% 11.39% 12.76% 13.36% 13.33% 13.33% 13.33% 13.31%

4.99% 6.29% 7.47% 8.17% 8.96% 9.89% 10.74% 11.82% 12.17% 12.27% 12.36% 12.45%

N/A

11.57% 11.65% 12.83% 14.05% 16.27% 18.55% 20.99% 23.30% 25.73% 26.28% 26.62% 26.93%

7.40% 7.56% 8.12% 8.74% 9.65% 10.55% 11.42% 12.25% 12.89% 13.05% 13.14% 13.27%

7.36% 7.86% 8.50% 9.25% 10.13% 10.96% 11.75% 12.32% 12.64% 12.73% 12.80%

N/A

8.48% 9.49% 13.37% 15.93% 18.29% 20.60% 23.00% 25.42% 25.65% 25.61% 25.60% 25.59%

6.22% 7.13% 8.60% 9.61% 10.44% 11.24% 12.03% 12.62% 12.66% 12.65% 12.64%

N/A

6.08% 7.87% 9.11% 10.00% 10.78% 11.54% 12.08% 12.38% 12.40% 12.39%

N/A N/A

INVESTMENT PERFORMANCE FOR FUNDS AVAILABLE UNDER THE EMORY UNIVERSITY RETIREMENT PLAN AND

THE EMORY HEALTHCARE, INC. RETIREMENT SAVINGS AND MATCHING PLAN

The following table shows the rates of return for the funds that are currently available under the Emory University Retirment Plan, and the Emory Healthcare, Inc. Retirement Savings and Matching Plan for the one, five and ten-year periods ending on September 30, 2021. These rates of return were provided by a third party vendor. Emory has neither independently verified the accuracy of these computations, nor confirmed that the same methodology to determine rates of return was used. The table is intended to give an overview of the relative performance of these fund. Employees should carefully review the most recent prospectus for each fund before making any decisions concerning the investment of their annuity contracts and custodial accounts under the plan.

VENDOR CORE INVESTMENTS

TICKER FUND NAME

Money Market Fidelity TIAA TIAA Vanguard

SPAXX QCMMIX VUSXX VMRXX

Fidelity? Government MMkt CREF Money Market R3 Vanguard Treasury Money Market Investor Vanguard Prime Money Market Admiral

ICE Bank of America Merrill Lynch

ICE BofA US 3M Trsy Bill TR USDa

Fixed Income Fidelity Fidelity Fidelity TIAA TIAA TIAA Vanguard Vanguard

FXNAX FTBFX

Fidelity? US Bond Index Fidelity? Total Bond Fund

QCBMIX CREF Bond Market R3 QCILIX CREF Inflation-Linked Bond R3

VBTLX Vanguard Total Bond Market Index Adm

Barclays Capital Indices Barclays Capital Indices

BBgBarc US Agg Bond TR USDa BBgBarc US Treasury US TIPS TR USDa

MORNINGSTAR

RATING*

MORNINGSTAR CATEGORY**

N/R

Money Market - Taxable

N/R

Money Market - Taxable

N/R

Money Market - Taxable

N/R

Prime Money Market

Intermediate Core Bond Intermediate Core-Plus Bond

Intermediate Core Bond Inflation-Protected Bond

Intermediate Core Bond

EXPENSE RATIO

AVERAGE RATE OF RETURN***

Years Ended Sept 30, 2021

ONE YEAR

FIVE YEARS TEN YEARS

0.42% 0.19% 0.09% 0.00%

0.01% 0.00% 0.02% 0.00%

0.07%

0.82% 0.88% 1.05% 0.01%

1.16%

0.42% 0.45% 0.55% 0.01%

0.63%

0.03% 0.45%

0.21% 0.18%

0.05%

-0.94% 1.72%

0.52% 5.35%

-0.92%

-0.90% 5.19%

2.89% 3.95%

3.33% 3.56%

2.93%

2.94% 4.34%

2.97% 4.01%

3.35% 2.44%

2.96%

3.01% 3.12%

US Equities (Domestic) Fidelity Fidelity Fidelity Fidelity Fidelity Fidelity Fidelity TIAA TIAA TIAA TIAA TIAA Vanguard Vanguard Vanguard Vanguard Vanguard Vanguard Vanguard Vanguard

FSKAX FXAIX FCNKX FLPKX FSMAX FSLCX

QCEQIX QCGRIX QCSCIX QCSTIX

VFINX VQNPX VTSAX VIGRX VIMSX VASVX NAESX

Fidelity? Total Market Index Fidelity? 500 Index Fidelity? Contrafund? K Fidelity? Low-Priced Stock K Fidelity? Extended Market Index Fidelity? Small Cap Stock

CREF Equity Index R3 CREF Growth R3 CREF Social Choice R3 CREF Stock R3

Vanguard 500 Index Investor Vanguard Growth & Income Inv Vanguard Total Stock Mkt Idx Adm Vanguard Growth Index Investor Vanguard Mid Cap Index Investor Vanguard Selected Value Inv Vanguard Small Cap Index Inv

Russell Index Russell Index Russell Index Standard and Poors

Russell 3000 TR USDa Russell Mid Cap TR USDa Russell 2000 TR USDa S&P 500 TR USDa

Non-US Equities (International)

Fidelity

Fidelity

FIDKX

Fidelity

FSPSX

TIAA

TIAA

TRIPX

Vanguard

Vanguard

VTMGX

Vanguard

VGTSX

Vanguard

VWIGX

Vanguard

VTRIX

Vanguard

VEIEX

Fidelity? International Discovery K Fidelity? International Index

TIAA-CREF International Eq Idx Premier

Vanguard Developed Markets Index Admiral Vanguard Total Intl Stock Index Inv Vanguard International Growth Inv Vanguard International Value Inv Vanguard Emerging Mkts Stock Idx Inv

MSCI Inc. MSCI Inc. MSCI Inc.

MSCI ACWI GR USDa MSCI ACWI Ex USA GR USDa MSCI EAFE GR USDa

Large Blend Large Blend Large Growth Mid-Cap Value Mid-Cap Growth Small Blend

Large Blend Large Growth Allocation--50% to 70% Equity Allocation--85%+ Equity

Large Blend Large Blend Large Blend Large Growth Mid-Cap Blend Mid-Cap Value Small Blend

Foreign Large Growth Foreign Large Blend

Foreign Large Blend

Foreign Large Blend Foreign Large Blend Foreign Large Growth Foreign Large Value Diversified Emerging Mkts

0.02% 0.02% 0.78% 0.56% 0.04% 0.91%

0.17% 0.19% 0.20% 0.24%

0.14% 0.32% 0.04% 0.17% 0.17% 0.31% 0.17%

32.11% 29.99% 24.49% 38.77% 42.22% 39.08%

31.69% 25.61% 17.73% 29.14%

29.84% 30.22% 32.08% 27.93% 35.93% 52.32% 43.88%

31.88% 38.11% 47.68% 30.00%

16.83% 16.88% 20.68% 12.52% 16.41% 12.87%

16.63% 21.81% 10.14% 13.88%

16.74% 16.19% 16.87% 22.01% 14.45% 11.07% 13.84%

16.85% 14.39% 13.45% 16.90%

16.56% 16.62% 18.08% 13.53% 16.30% 13.38%

16.30% 19.19%

9.74% 13.51%

16.47% 16.50% 16.60% 19.16% 15.40% 13.13% 15.19%

16.60% 15.52% 14.63% 16.63%

0.91% 0.04%

0.20%

0.07% 0.17% 0.44% 0.35% 0.29%

26.20% 25.11%

24.77%

26.51% 24.33% 24.68% 30.88% 18.20%

27.98% 24.45% 26.29%

11.83% 8.81%

8.60%

9.18% 8.96% 20.00% 8.49% 8.49%

13.77% 9.45% 9.33%

10.62% 8.27%

8.15%

8.62% 7.83% 14.81% 7.89% 5.85%

12.50% 7.97% 8.60%

INVESTMENT PERFORMANCE FOR FUNDS AVAILABLE UNDER THE EMORY UNIVERSITY RETIREMENT PLAN AND

THE EMORY HEALTHCARE, INC. RETIREMENT SAVINGS AND MATCHING PLAN

The following table shows the rates of return for the funds that are currently available under the Emory University Retirment Plan, and the Emory Healthcare, Inc. Retirement Savings and Matching Plan for the one, five and ten-year periods ending on September 30, 2021. These rates of return were provided by a third party vendor. Emory has neither independently verified the accuracy of these computations, nor confirmed that the same methodology to determine rates of return was used. The table is intended to give an overview of the relative performance of these fund. Employees should carefully review the most recent prospectus for each fund before making any decisions concerning the investment of their annuity contracts and custodial accounts under the plan.

VENDOR

TICKER FUND NAME

EXPANDED INVESTMENTS

Fidelity Fidelity Fidelity Fidelity Fidelity Fidelity Fidelity Fidelity Fidelity Fidelity Fidelity Fidelity Fidelity Fidelity Fidelity Fidelity Fidelity

FAGIX FBNDX FTHRX FADMX FDEKX FVDKX FBGKX FGCKX FTRNX FEIKX FKMCX FCPGX FCPVX FWWFX FBAKX FPUKX

Fidelity? Capital & Income Fidelity? Investment Grade Bond Fidelity? Intermediate Bond Fidelity? Strategic Income Fund Fidelity? Disciplined Equity K Fidelity? Value Discovery K Fidelity? Blue Chip Growth K Fidelity? Growth Company K Fidelity? Trend Fidelity? Equity-Income K Fidelity? Mid-Cap Stock K Fidelity? Small Cap Growth Fidelity? Small Cap Value Fidelity? Worldwide Fidelity? Balanced K Fidelity? Puritan? K

TIAA TIAA TIAA TIAA TIAA

QCGLIX QREARX

TIAA-Annuity (Group Retirement Annunity) TIAA-Annuity (Group Supplemental Retirement Annuity) CREF Global Equities R3 TIAA Real Estate Account

Vanguard Vanguard Vanguard Vanguard Vanguard Vanguard Vanguard Vanguard Vanguard Vanguard Vanguard Vanguard Vanguard Vanguard Vanguard Vanguard

VDIGX VHCOX VPMCX VWUSX VEIPX VIVAX VWNFX VEXMX VMGRX VEXPX VISGX VISVX VHGEX VGSTX VWELX

Vanguard Dividend Growth Inv Vanguard Capital Opportunity Inv Vanguard PRIMECAP Inv Vanguard US Growth Investor Vanguard Equity-Income Inv Vanguard Value Index Inv Vanguard WindsorTM II Inv Vanguard Extended Market Index Investor Vanguard Mid Cap Growth Inv Vanguard Explorer Inv Vanguard Small Cap Growth Index Inv Vanguard Small Cap Value Index Inv Vanguard Global Equity Inv Vanguard STAR Inv Vanguard WellingtonTM Inv

MORNINGSTAR

RATING*

MORNINGSTAR CATEGORY**

High Yield Bond Intermediate Core Bond Short-Term Bond Multisector Bond Large Growth Large Value Large Growth Large Growth Large Growth Large Value Mid-Cap Blend Small Growth Small Value World Large-Stock Growth Allocation--50% to 70% Equity Allocation--50% to 70% Equity

N/R N/R N/R

N/R N/R World Large-Stock Blend N/R

Large Blend Large Growth Large Blend Large Growth Large Value Large Value Large Value Mid-Cap Growth Mid-Cap Growth Small Growth Small Growth Small Value World Large-Stock Blend Allocation--50% to 70% Equity Allocation--50% to 70% Equity

EXPENSE RATIO

AVERAGE RATE OF RETURN***

Years Ended Sept 30, 2021

ONE YEAR

FIVE YEARS

TEN YEARS

0.68% 0.45% 0.45% 0.67% 0.62% 0.56% 0.71% 0.75% 0.73% 0.51% 0.82% 1.00% 0.98% 1.05% 0.45% 0.45%

N/A N/A 0.22% 0.87%

0.26% 0.44% 0.38% 0.38% 0.28% 0.17% 0.34% 0.19% 0.34% 0.41% 0.19% 0.19% 0.45% 0.31% 0.24%

20.30% 0.35% 0.27% 8.56%

28.94% 36.13% 33.91% 32.35% 27.57% 33.55% 43.53% 37.82% 74.04% 24.85% 23.67% 19.80%

8.94% 3.83% 2.83% 4.98% 17.44% 11.46% 27.55% 28.98% 22.86% 11.84% 13.94% 20.85% 13.15% 17.70% 13.81% 13.23%

8.96% 3.67% 2.81% 4.95% 16.57% 13.82% 22.41% 23.26% 19.58% 13.13% 14.55% 19.03% 15.23% 14.87% 12.58% 12.38%

3.46% 3.04% 26.37% 11.90%

3.74% 3.13% 13.82% 5.21%

3.90% 3.25% 12.74% 7.24%

21.94% 34.75% 29.74% 25.99% 30.66% 32.33% 40.06% 42.13% 28.44% 41.85% 30.82% 55.60% 28.29% 20.32% 20.21%

14.67% 18.22% 17.24% 24.35% 11.75% 12.01% 14.63% 16.26% 17.92% 18.82% 16.95% 10.92% 14.98% 12.06% 11.47%

14.68% 18.87% 17.88% 20.74% 13.64% 13.92% 14.68% 16.21% 15.74% 17.13% 16.22% 14.06% 13.75% 11.24% 11.49%

Mutual Fund Brokerage Window Available from Fidelity, TIAA and Vanguard; the Mutual Fund Brokerage Window gives you access to a wide variety of mutual funds. The Funds available through the Mutual Fund Brokerage Window are not selected or monitored by Emory in any way. Contact your vendor(s) of choice to discuss which funds are available to you.

* The "N/R" indicates that the fund has not been assigned a rating or objective by Morningstar, Inc. The rating is through September 30, 2021. ** The Moderate Allocation category is used for funds with stock holdings of greater than 20% but less than 70% of the portfolio. *** The "N/A" indicates that the fund has not been in existence for that particular period of time. a Items highlighted in grey are comparable indices and not investments available in the plans.

Ratings are provided by Morningstar, Inc. based on a scale of one star (lowest rank) to five stars (highest rank). Morningstar has not rated some of the funds. Newer funds are not rated until a history is developed. The rating describes what has happened over the last three, five and ten-year period and is designed to reflect how a fund performed based on the risks in the fund and the performance compared to a peer universe. The rating does not predict the future performance of the fund. Morningstar ratings should not be the sole factor in making an investment decision.

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