Other Funds
Tap for Options

Fund Performance

Asset Allocation As of 03/31/2018
Empty table header cell Cash US Stock Non US S. Bond Other
Small-Mid Cap Growth Fund 2.20% 0.00% 97.80% 0.00% 0.00%

Sector Weightings (As of 06/30/2018)

Cyclical
Sector Fund
Basic Materials 2.14%
Consumer Cyclical 25.36%
Financial Services 10.67%
Real Estate 6.59%
Sensitive
Sector Fund
Communication Svcs 3.07%
Energy 0.00%
Industrials 13.02%
Technology 18.08%
Defensive
Sector Fund
Consumer Defensive 3.89%
Healthcare 17.19%
Utilities 0.00%

1 Trailing Total Returns are shown net of fund management and operating expenses. For periods greater than one year, average annual total returns are shown.

2 The Growth of $10,000 graph shows a fund's performance based on how $10,000 invested in the fund would have grown over time with distributions reinvested.