Morningstar Lifetime Allocation Indexes Aggressive Summary ...

[Pages:3]Morningstar? Lifetime Allocation Indexes Aggressive Summary Allocations

Target Retirement Year: Stocks % U.S. % Non-U.S. % Morningstar Large Value Morningstar Large Core Morningstar Large Growth Morningstar Mid Value Morningstar Mid Core Morningstar Mid Growth Morningstar Small Value Morningstar Small Core Morningstar Small Growth Morningstar US REIT Morningstar Dev Mkts ex-US Morningstar Emerging Mkts

Bonds % U.S. % Non-U.S. % Morningstar Long-Term Core Morningstar Intermediate Core Morningstar Short-Term Core Morningstar Gbl Ex US Govt Bond Morningstar EM Sovereign Bond

Inflation Hedge % Commodities Morningstar Long-Term TIPS Morningstar Short-Term TIPS

Cash %

Total %

2060 94.07 54.08 39.99 11.49 9.35 6.65 4.92 4.01 2.85 4.34 3.77 3.31 3.40 27.84

12.15

2055 94.15 55.25 38.90 11.95

9.72 6.92 5.12 4.17 2.96 4.23 3.67 3.23 3.28 27.48

11.42

2050 94.21 56.41 37.80 12.42 10.10

7.19 5.32 4.33 3.08 4.11 3.57 3.14 3.15 27.09

10.71

2045 94.11 57.48 36.63 12.87 10.47

7.45 5.52 4.49 3.19 3.98 3.45 3.04 3.03 26.63

10.00

2040 92.93 57.88 35.04 13.17 10.72

7.63 5.65 4.59 3.27 3.79 3.29 2.89 2.90 25.83

9.21

2035 88.71 56.38 32.34 13.01 10.59

7.53 5.58 4.54 3.23 3.47 3.01 2.65 2.78 24.17

8.17

2030 80.85 52.44 28.41 12.25

9.96 7.09 5.25 4.27 3.04 3.01 2.62 2.30 2.65 21.53

6.88

2025 71.18 47.12 24.05 11.11

9.04 6.43 4.76 3.87 2.76 2.51 2.18 1.92 2.53 18.47

5.58

2020 62.28 42.07 20.20 10.02

8.15 5.80 4.29 3.49 2.49 2.07 1.80 1.58 2.40 15.72

4.48

2015 55.38 38.15 17.23

9.17 7.46 5.31 3.93 3.20 2.28 1.72 1.49 1.31 2.28 13.59

3.65

2010 50.07 35.14 14.93

8.54 6.95 4.95 3.66 2.98 2.12 1.44 1.25 1.10 2.15 11.92

3.01

2005 46.25 33.05 13.21

8.13 6.61 4.71 3.48 2.83 2.02 1.23 1.07 0.94 2.03 10.68

2.52

Data as of June 2019.

2000 45.20 32.41 12.79

7.99 6.50 4.63 3.42 2.79 1.98 1.18 1.02 0.90 2.00 10.37

45.20 32.41 12.79 7.99 6.50 4.63 3.42 2.79 1.98 1.18 1.02 0.90 2.00 10.37

2.42

2.42

3.00

3.00

2.36

2.39

0.64

0.61

1.80

1.69

0.57

0.70

0.00

0.00

0.19

0.19

0.44

0.42

3.02

3.08

4.09

7.59

13.62

20.21

25.21

27.90

28.83

28.30

28.29 28.29

2.44

2.50

3.31

6.14

11.03

16.36

20.39

22.53

23.24

22.74

22.72

22.72

0.58

0.59

0.78

1.44

2.59

3.85

4.82

5.37

5.59

5.56

5.57

5.57

1.55

1.49

1.85

3.17

5.15

6.70

6.99

5.93

3.88

1.09

0.47

0.47

0.88

0.97

1.33

2.58

4.85

7.57

9.98

11.76

13.03

13.84

14.07

14.07

0.00

0.04

0.13

0.39

1.03

2.09

3.42

4.85

6.33

7.81

8.17

8.17

0.18

0.18

0.25

0.46

0.84

1.26

1.59

1.79

1.89

1.89

1.90

1.90

0.40

0.40

0.53

0.98

1.75

2.59

3.23

3.58

3.71

3.66

3.67

3.67

2.93

2.85

2.93

2.85

0.00

0.00

0.00

0.00

2.77

2.78

2.92

3.49

4.98

7.51

10.71

14.16

17.75

21.32

22.19 22.19

2.77

2.68

2.60

2.52

2.43

2.35

2.27

2.18

2.10

2.02

2.00

2.00

0.00

0.10

0.32

0.97

2.55

4.36

5.84

6.45

6.02

4.45

4.04

4.04

0.00

0.00

0.00

0.00

0.00

0.79

2.60

5.53

9.63

14.85

16.15

16.15

0.00

0.00

0.00

0.02

0.07

0.21

0.55

1.10

1.81

2.56

3.35

4.13

4.32

4.32

100.00 100.00

100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00

100.00

For more information on Morningstar Indexes, call 1 312 384-3735 or visit us on the Web at .

?2016 Morningstar, Inc. All rights reserved. The information, data, analyses, and opinions contained herein (1) include the confidential and proprietary information of Morningstar, (2) may not be copied, reproduced, or distributed, (3) do not constitute investment advice offered by Morningstar, (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and (5) are not warranted to be correct, complete, or accurate. Morningstar shall not be held responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.

Morningstar? Lifetime Allocation Indexes Moderate Summary Allocations

Target Retirement Year: Stocks % U.S. % Non-U.S. % Morningstar Large Value Morningstar Large Core Morningstar Large Growth Morningstar Mid Value Morningstar Mid Core Morningstar Mid Growth Morningstar Small Value Morningstar Small Core Morningstar Small Growth Morningstar US REIT Morningstar Dev Mkts ex-US Morningstar Emerging Mkts

Bonds % U.S. % Non-U.S. % Morningstar Long-Term Core Morningstar Intermediate Core Morningstar Short-Term Core Morningstar Gbl Ex US Govt Bond Morningstar EM Sovereign Bond

2060 90.07 51.84 38.22 10.98

8.93 6.36 4.71 3.83 2.72 4.15 3.60 3.16 3.40 26.61 11.61

7.00 5.58 1.42 4.24 1.34 0.00 0.48 0.94

2055 89.98 52.86 37.12 11.40

9.27 6.60 4.89 3.97 2.83 4.04 3.51 3.08 3.28 26.22 10.90

7.17 5.78 1.39 4.08 1.70 0.00 0.47 0.92

2050 89.61 53.72 35.89 11.79

9.59 6.83 5.05 4.11 2.93 3.90 3.39 2.98 3.15 25.72 10.17

7.62 6.21 1.42 3.96 2.25 0.00 0.48 0.93

2045 87.97 53.81 34.17 12.00

9.76 6.95 5.14 4.18 2.98 3.71 3.22 2.83 3.03 24.84 9.33

8.99 7.34 1.65 4.38 2.84 0.12 0.56 1.09

2040 83.00 51.82 31.18 11.72

9.53 6.79 5.02 4.09 2.91 3.37 2.93 2.57 2.90 22.98 8.19

13.16 10.73 2.42 6.00 4.32 0.41 0.82 1.60

2035 74.11 47.27 26.84 10.80

8.79 6.25 4.63 3.77 2.68 2.88 2.50 2.20 2.78 20.06 6.78

20.20 16.48 3.73 8.50 6.92 1.06 1.27 2.46

2030 63.20 41.20 22.00

9.48 7.71 5.49 4.06 3.31 2.35 2.33 2.03 1.78 2.65 16.67 5.33

27.97 22.79 5.18 10.64 10.02 2.13 1.77 3.42

2025 53.32 35.52 17.80

8.22 6.69 4.76 3.52 2.87 2.04 1.86 1.61 1.42 2.53 13.67 4.13

33.80 27.50 6.30 11.27 12.72 3.51 2.15 4.15

2020 46.11 31.36 14.75

7.31 5.95 4.23 3.13 2.55 1.81 1.51 1.31 1.15 2.40 11.48 3.27

36.66 29.78 6.89 10.21 14.58 4.99 2.35 4.54

2015 40.79 28.29 12.50

6.65 5.41 3.85 2.85 2.32 1.65 1.25 1.08 0.95 2.28 9.85 2.64

37.45 30.34 7.11 7.99 15.83 6.53 2.43 4.68

2010 36.78 25.99 10.79

6.17 5.02 3.57 2.65 2.15 1.53 1.04 0.91 0.80 2.15 8.62 2.17

36.82 29.73 7.09 4.96 16.67 8.10 2.42 4.67

2005 34.20 24.59

9.61 5.91 4.81 3.42 2.53 2.06 1.47 0.89 0.78 0.68 2.03 7.77 1.84

34.89 28.05 6.84 1.35 17.07 9.63 2.34 4.50

Data as of June 2019.

2000 33.56 24.22

9.34 5.84 4.75 3.38 2.50 2.04 1.45 0.86 0.75 0.66 2.00 7.58 1.77

Income 33.56 24.22

9.34 5.84 4.75 3.38 2.50 2.04 1.45 0.86 0.75 0.66 2.00 7.58 1.77

34.52 27.72 6.80 0.58 17.18 9.97 2.32 4.48

34.52 27.72 6.80 0.58 17.18 9.97 2.32 4.48

Inflation Hedge % Commodities Morningstar Long-Term TIPS Morningstar Short-Term TIPS

Cash %

Total %

2.93

2.85

2.77

2.98

3.62

5.13

7.70

11.02

14.59

18.31

22.12

25.82

26.64

26.64

2.93

2.85

2.77

2.68

2.60

2.52

2.43

2.35

2.27

2.18

2.10

2.02

2.00

2.00

0.00

0.00

0.00

0.29

1.02

2.61

5.27

7.34

8.53

8.68

7.70

5.49

4.93

4.93

0.00

0.00

0.00

0.00

0.00

0.00

0.00

1.33

3.79

7.44

12.32

18.31

19.71

19.71

0.00

0.00

0.00

0.06

0.22

0.56

1.13

1.86

2.64

3.45

4.28

5.09

5.27

5.27

100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00 100.00

100.00

For more information on Morningstar Indexes, call 1 312 384-3735 or visit us on the Web at .

?2016 Morningstar, Inc. All rights reserved. The information, data, analyses, and opinions contained herein (1) include the confidential and proprietary information of Morningstar, (2) may not be copied, reproduced, or distributed, (3) do not constitute investment advice offered by Morningstar, (4) are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and (5) are not warranted to be correct, complete, or accurate. Morningstar shall not be held responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.

Morningstar? Lifetime Allocation Indexes Conservative Summary Allocations

Target Retirement Year: Stocks % U.S. % Non-U.S. % Morningstar Large Value Morningstar Large Core Morningstar Large Growth Morningstar Mid Value Morningstar Mid Core Morningstar Mid Growth Morningstar Small Value Morningstar Small Core Morningstar Small Growth Morningstar US REIT Morningstar Dev Mkts ex-US Morningstar Emerging Mkts

Bonds % U.S. % Non-U.S. % Morningstar Long-Term Core Morningstar Intermediate Core Morningstar Short-Term Core Morningstar Gbl Ex US Govt Bond Morningstar EM Sovereign Bond

2060 82.79 46.93 35.87

9.98 8.12 5.78 4.28 3.48 2.48 3.77 3.27 2.87 2.90 24.94 10.92

15.21 11.98 3.23 9.10 2.87 0.00 0.98 2.25

2055 81.89 47.57 34.32 10.30

8.38 5.96 4.42 3.59 2.56 3.64 3.16 2.78 2.78 24.19 10.13

16.11 12.84 3.27 9.06 3.78 0.00 1.00 2.27

2050 79.44 47.29 32.16 10.41

8.47 6.03 4.46 3.63 2.58 3.44 2.99 2.62 2.65 22.97 9.19

18.56 14.97 3.59 9.54 5.43 0.00 1.11 2.48

2045 73.48 44.84 28.65 10.01

8.14 5.79 4.29 3.49 2.48 3.08 2.67 2.35 2.53 20.72 7.92

23.59 19.09 4.50 11.39 7.39 0.31 1.41 3.09

2040 63.46 39.73 23.73

8.95 7.28 5.18 3.84 3.12 2.22 2.56 2.22 1.95 2.40 17.39 6.34

31.58 25.56 6.02 14.29 10.29 0.99 1.90 4.11

2035 52.11 33.49 18.61

7.59 6.17 4.39 3.25 2.65 1.88 2.01 1.74 1.53 2.28 13.81 4.80

39.70 32.15 7.56 16.59 13.49 2.06 2.42 5.14

2030 42.42 27.98 14.43

6.36 5.18 3.68 2.73 2.22 1.58 1.55 1.35 1.18 2.15 10.85 3.59

45.29 36.67 8.62 17.12 16.12 3.43 2.79 5.83

2025 35.50 24.01 11.49

5.49 4.46 3.18 2.35 1.91 1.36 1.23 1.07 0.94 2.03 8.74 2.75

47.72 38.62 9.10 15.83 17.87 4.93 2.97 6.12

2020 30.18 20.90

9.28 4.80 3.91 2.78 2.06 1.67 1.19 0.98 0.85 0.75 1.90 7.15 2.13

48.22 39.00 9.23 13.37 19.09 6.53 3.05 6.18

2015 25.78 18.26

7.52 4.22 3.43 2.44 1.81 1.47 1.05 0.78 0.68 0.60 1.78 5.86 1.66

47.48 38.35 9.14 10.09 20.01 8.25 3.05 6.09

2010 22.56 16.33

6.23 3.81 3.10 2.20 1.63 1.33 0.94 0.63 0.55 0.48 1.65 4.92 1.32

45.48 36.65 8.82 6.12 20.55 9.99 2.98 5.85

2005 20.88 15.41

5.48 3.65 2.97 2.11 1.56 1.27 0.90 0.54 0.47 0.41 1.53 4.37 1.11

42.19 33.90 8.28 1.63 20.63 11.64 2.82 5.46

Data as of June 2019.

2000 20.61 15.26

5.35 3.62 2.95 2.10 1.55 1.26 0.90 0.52 0.45 0.40 1.50 4.28 1.07

Income 20.61 15.26

5.35 3.62 2.95 2.10 1.55 1.26 0.90 0.52 0.45 0.40 1.50 4.28 1.07

41.46 33.30 8.16 0.69 20.63 11.98 2.79 5.38

41.46 33.30 8.16 0.69 20.63 11.98 2.79 5.38

Inflation Hedge % Commodities Morningstar Long-Term TIPS Morningstar Short-Term TIPS

2.00

2.00

2.00

2.76

4.44

7.10

10.48

14.18

18.14

22.38

26.68

30.77

31.59

31.59

2.00

2.00

2.00

2.00

2.00

2.00

2.00

2.00

2.00

2.00

2.00

2.00

2.00

2.00

0.00

0.00

0.00

0.76

2.44

5.10

8.48

10.30

11.18

10.97

9.49

6.64

5.92

5.92

0.00

0.00

0.00

0.00

0.00

0.00

0.00

1.87

4.97

9.40

15.19

22.13

23.68

23.68

Cash %

0.00

0.00

0.00

0.16

0.52

1.09

1.81

2.61

3.46

4.36

5.28

6.16

6.33

6.33

Total %

100.00 100.00 100.00 100.00 100.00 100.00 100.00

For more information on Morningstar Indexes, call 1 312 384-3735 or visit us on the Web at .

100.00

100.00

100.00

100.00

100.00

100.00

100.00

?2016 Morningstar, Inc. All rights reserved. The information, data, analyses, and opinions contained herein (1) include the confidential and proprietary information of Morningstar, (2) may not be copied, reproduced, or distributed, (3) do not constitute investment advice offered by Morningstar, (4)

are provided solely for informational purposes and therefore are not an offer to buy or sell a security, and (5) are not warranted to be correct, complete, or accurate. Morningstar shall not be held responsible for any trading decisions, damages, or other losses resulting from, or related to, this information, data, analyses, or opinions or their use.

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