Data Dashboard Medalist Funds Target Date Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating Manning & Napier Target 2040 I MTTIX Target-Date 2040 ´ Average Manning & Napier Target Income I MTDIX Target-Date Retirement ´ MFS® Lifetime 2020 I MFLIX Target-Date 2020 MFS® Lifetime 2030 I MLTIX * Closed to New Investors 1Yr 3Yr 5Yr QQQ 12.81 6.22 7.86 No Average QQQ 4.31 2.67 3.45 No ´ Below Avg QQQQ 6.41 4.38 5.29 No Target-Date 2030 ´ Below Avg QQQQ 11.76 7.18 8.35 No MFS® Lifetime 2040 I MLFIX Target-Date 2040 ´ Below Avg QQQQ 14.44 8.39 9.51 No MFS® Lifetime Income I MLLIX Target-Date Retirement ´ Below Avg QQQQ 5.19 3.57 3.89 No T. Rowe Price Retirement 2020 TRRBX Target-Date 2020 * Below Avg QQQQQ 10.13 6.50 7.92 No T. Rowe Price Retirement 2030 TRRCX Target-Date 2030 * Average QQQQQ 12.77 7.71 9.55 No T. Rowe Price Retirement 2040 TRRDX Target-Date 2040 * Average QQQQQ 14.57 8.47 10.51 No TIAA-CREF Lifecycle 2020 Retirement TCLTX Target-Date 2020 ´ Below Avg QQQQ 9.84 5.97 7.20 No TIAA-CREF Lifecycle 2030 Retirement TCLNX Target-Date 2030 ´ Below Avg QQQQ 12.49 7.19 8.72 No TIAA-CREF Lifecycle 2040 Retirement TCLOX Target-Date 2040 ´ Below Avg QQQQQ 15.05 8.33 9.97 No TIAA-CREF Lifecycle Retire Inc Instl TLRIX Target-Date Retirement ´ Low QQQQQ 7.65 4.99 5.69 No TIAA-CREF Lifecycle Index 2020 Instl TLWIX Target-Date 2020 ´ Low QQQQ 8.48 5.51 7.02 No TIAA-CREF Lifecycle Index 2030 Instl TLHIX Target-Date 2030 ´ Low QQQQ 10.75 6.83 8.59 No TIAA-CREF Lifecycle Index 2040 Instl TLZIX Target-Date 2040 ´ Low QQQQQ 13.03 8.11 9.95 No TIAA-CREF Lifecycle Idx Ret Inc Instl TRILX Target-Date Retirement ´ Low QQQQQ 6.50 4.29 5.23 No Vanguard Instl Trgt Retire 2020 Instl VITWX Target-Date 2020 Œ Low - 8.98 - - No Vanguard Instl Trgt Retire 2030 Instl VTTWX Target-Date 2030 Œ Low - 11.25 - - No Vanguard Instl Trgt Retire 2040 Instl VIRSX Target-Date 2040 Œ Low - 13.25 - - No Vanguard Instl Trgt Retire Inc Instl VITRX Target-Date Retirement Œ Low - 5.38 - - No Vanguard Target Retirement 2020 Inv VTWNX Target-Date 2020 Œ Low QQQQQ 8.99 5.66 7.26 No Vanguard Target Retirement 2030 Inv VTHRX Target-Date 2030 Œ Low QQQQ 11.19 6.83 8.60 No Vanguard Target Retirement 2040 Inv VFORX Target-Date 2040 Œ Low QQQQ 13.25 7.86 9.73 No Vanguard Target Retirement Inc Inv VTINX Target-Date Retirement Œ Low QQQQ 5.35 3.68 4.33 No Data as of 03/31/2018. Analyst Ratings are subjective in nature and should not be used as the sole basis for investment decisions. Analyst Ratings are based on Morningstar analysts' current expectations about future events and therefore involve unknown risks and uncertainties that may cause Morningstar's expectations not to occur or to differ significantly from what was expected. Morningstar does not represent its Analyst Ratings to be guarantees nor should they be viewed as an assessment of a fund's or the fund's underlying securities' creditworthiness. Not all target-date funds in each series are listed here. However, all funds in a particular series have the same Analyst Rating. 26