1Morningstar Style As of most recent month-end. Morningstar definitions: The Morningstar Style Box reveals the Fund’s investment strategy. For equity funds, the vertical axis shows the market capitalization of the stocks owned and the horizontal axis shows investment style (value, blend or growth). For fixed-income funds, the vertical axis shows the average credit quality of the bonds owned and the horizontal axis shows interest-rate sensitivity as measured by a bond’s duration (short, intermediate or long).

