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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