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United States

Absolute Return Funds

3 Years Cavanal Hill Opportunistic Fund, Institutional Cavanal Hill Funds
5 Years Putnam Absolute Return 700 Fund, Y Putnam Investment Management, LLC

Alternative Active Extension

3 Years MainStay US Equity Opportunities Fund, I MainStay Funds

Alternative Credit Focus Funds

3 Years Guggenheim Macro Opportunities Fund, Institutional Guggenheim Investments
5 Years MainStay Unconstrained Bond Fund, I MainStay Funds

Alternative Equity Market Neutral Funds

3 Years Eaton Vance Hedged Stock Fund, I Eaton Vance Management
5 Years Eaton Vance Hedged Stock Fund, I Eaton Vance Management

Alternative Event Driven Funds

3 Years Gabelli Enterprise Mergers & Acquisitions Fund, Y Gabelli Funds, LLC

Alternative Global Macro Funds

3 Years SEI Institutional Investments Trust Dynamic Asset Allocation Fund, A SEI Group
5 Years SEI Institutional Investments Trust Dynamic Asset Allocation Fund, A SEI Group
10 Years Waddell & Reed Asset Strategy Fund, Y Waddell & Reed Investment Management Company

Alternative Long/Short Equity Funds

3 Years Turner Medical Sciences Long/Short Fund, Institutional Turner Investments, LP
5 Years Guggenheim Alpha Opportunity Fund, Institutional Guggenheim Investments
10 Years Boston Partners Long/Short Equity Fund, Institutional Boston Partners

Alternative Managed Futures Funds

3 Years Natixis ASG Managed Futures Strategy Fund, Y AlphaSimplex Group, LLC

Alternative Multi-Strategy Funds

3 Years AQR Multi-Strategy Alternative Fund, I AQR Capital Management, LLC
5 Years Permal Alternative Core Fund, IS Legg Mason

California Intermediate Municipal Debt Funds

3 Years Vanguard California Intermediate-Term Tax-Exempt Fund, Admiral Vanguard Group, Inc.
5 Years Vanguard California Intermediate-Term Tax-Exempt Fund, Admiral Vanguard Group, Inc.
10 Years Columbia AMT-Free California Intermediate Muni Bond Fund, Z Columbia Funds

California Municipal Debt Funds

3 Years Nuveen California High Yield Municipal Bond Fund, I Nuveen Fund Advisors, LLC
5 Years Nuveen California High Yield Municipal Bond Fund, I Nuveen Fund Advisors, LLC
10 Years Nuveen California Municipal Bond Fund, I Nuveen Fund Advisors, LLC

China Region Funds

3 Years Matthews China Dividend Fund, Institutional Matthews International Capital Management, LLC
5 Years Matthews China Dividend Fund, Institutional Matthews International Capital Management, LLC
10 Years Columbia Greater China Fund, Z Columbia Funds

Commodities General Funds

3 Years LoCorr Long/Short Commodities Strategy Fund, I LoCorr Fund Management, LLC
5 Years Deutsche Enhanced Commodity Strategy Fund, Institutional Deutsche Asset & Wealth Management

Convertible Securities Funds

3 Years MainStay Convertible Fund, I MainStay Funds
5 Years AllianzGI Convertible Fund, Institutional Allianz Global Investors
10 Years AllianzGI Convertible Fund, Institutional Allianz Global Investors

Core Bond Funds

3 Years BlackRock Total Return Fund, BlackRock BlackRock, Inc.
5 Years Vanguard Intermediate-Term Corporate Bond Index Fund, Institutional Vanguard Group, Inc.
10 Years TCW Core Fixed Income Fund, I TCW Investment Management Company

Core Plus Bond Funds

3 Years Western Asset Core Plus Bond Fund, IS Legg Mason
5 Years Oppenheimer Corporate Bond Fund, Y OppenheimerFunds, Inc.
10 Years Metropolitan West Total Return Bond Fund, I Metropolitan West Asset Management, LLC

Corporate Debt A-Rated Funds

3 Years Vanguard Long-Term Investment-Grade Fund, Admiral Vanguard Group, Inc.
5 Years Vanguard Long-Term Investment-Grade Fund, Admiral Vanguard Group, Inc.
10 Years Vanguard Long-Term Investment-Grade Fund, Admiral Vanguard Group, Inc.

Corporate Debt BBB-Rated Funds

3 Years Payden Corporate Bond Fund, Investor Payden & Rygel
5 Years Delaware Extended Duration Bond Fund, Institutional Delaware Management Company
10 Years Delaware Extended Duration Bond Fund, Institutional Delaware Management Company

Dedicated Short-Bias Funds

3 Years ProFunds UltraShort Latin America, Investor ProFunds Group
5 Years ProFunds Short Precious Metals ProFund, Investor ProFunds Group
10 Years Leuthold Grizzly Short Fund Leuthold Weeden Capital Management, LLC

Emerging Markets Funds

3 Years William Blair Emerging Markets Small Cap Growth Fund, I William Blair & Company, LLC
5 Years T. Rowe Price Institutional Africa & Middle East Fund T. Rowe Price Associates, Inc.
10 Years Driehaus Emerging Markets Growth Fund Driehaus Capital Management, LLC

Emerging Markets Hard Currency Debt Funds

3 Years GMO Emerging Country Debt Fund, IV Grantham Mayo Van Otterloo & Company, LLC
5 Years GMO Emerging Country Debt Fund, IV Grantham Mayo Van Otterloo & Company, LLC
10 Years Goldman Sachs Emerging Markets Debt Fund, Institutional Goldman Sachs & Company

Emerging Markets Local Currency Debt Funds

3 Years Hartford Emerging Markets Local Debt Fund, Y Hartford Funds

Energy MLP Funds

3 Years MainGate MLP Fund, I Chickasaw Capital Management, LLC

Equity Income Funds

3 Years Parnassus Core Equity Fund, Institutional Parnassus Investments
5 Years Parnassus Core Equity Fund, Institutional Parnassus Investments
10 Years Nicholas Equity Income Fund, I Nicholas Company, Inc.

European Region Funds

3 Years Fidelity Nordic Fund Fidelity Management & Research Company
5 Years DFA United Kingdom Small Company Portfolio, Institutional Dimensional Fund Advisors, LP
10 Years T. Rowe Price European Stock Fund T. Rowe Price Associates, Inc.

Financial Services Funds

3 Years Burnham Financial Services Fund, A Burnham Asset Management Corporation
5 Years Emerald Banking & Finance Fund, A Emerald Mutual Fund Advisers Trust
10 Years T. Rowe Price Financial Services Fund T. Rowe Price Associates, Inc.

Flexible Income Funds

3 Years Cohen & Steers Preferred Securities & Income Fund, I Cohen & Steers Capital Management, Inc.
5 Years Cohen & Steers Preferred Securities & Income Fund, I Cohen & Steers Capital Management, Inc.

Flexible Portfolio Funds

3 Years Catalyst/Lyons Tactical Allocation Fund, A Catalyst Capital Advisors, LLC
5 Years Putnam Capital Spectrum Fund, Y Putnam Investment Management, LLC
10 Years First Eagle Global Fund, I First Eagle Funds

General & Insured Municipal Debt Funds

3 Years Wells Fargo Advantage CoreBuilder Shares - Series M Wells Fargo Funds Management, LLC
5 Years Oppenheimer Rochester AMT-Free Municipal Fund, Y OppenheimerFunds, Inc.
10 Years Wells Fargo Advantage Municipal Bond Fund, Admn Wells Fargo Funds Management, LLC

General Bond Funds

3 Years Fidelity Real Estate High Income Fund Fidelity Management & Research Company
5 Years Fidelity Real Estate High Income Fund Fidelity Management & Research Company

General U.S. Government Funds

3 Years American Funds US Government Securities Fund,R-6 American Funds
5 Years Vanguard Long-Term Government Bond Index Fund, Instutional Vanguard Group, Inc.
10 Years PIMCO Long-Term US Government Fund, Institutional PIMCO

General U.S. Treasury Funds

3 Years Fidelity Spartan Long-Term Treasury Bond Index Fund, Fidelity Advantage Fidelity Management & Research Company
5 Years Vanguard Long-Term Treasury Fund, Admiral Vanguard Group, Inc.

Global Equity Income Funds

3 Years Nuveen NWQ Global Equity Income Fund, I Nuveen Fund Advisors, LLC
5 Years Steward Global Equity Income Fund, Institutional Capstone Asset Management Company

Global Income Funds

3 Years JPMorgan Global Bond Opportunities, R6 J.P. Morgan Funds
5 Years Morgan Stanley Global Fixed Income Opportunities Fund, I Morgan Stanley Investment Management, Inc.
10 Years Prudential Global Total Return Fund, Z Prudential Investments

Global Infrastructure Funds

3 Years Lazard Global Listed Infrastructure Portfolio, Institutional Lazard Asset Management, LLC
5 Years Lazard Global Listed Infrastructure Portfolio, Institutional Lazard Asset Management, LLC

Global Large-Cap Core Funds

3 Years Thrivent Large Cap Stock Fund, Institutional Thrivent Asset Management, LLC
5 Years Wells Fargo Advantage Intrinsic World Equity Fund, Institutional Wells Fargo Funds Management, LLC

Global Large-Cap Growth Funds

3 Years Quaker Global Tactical Allocation Fund, I Quaker Funds, Inc.
5 Years American Funds New Perspective Fund, R-6 American Funds
10 Years American Funds New Perspective Fund, R-5 American Funds

Global Large-Cap Value Funds

3 Years Columbia Global Equity Value Fund, I Columbia Funds

Global Multi-Cap Core Funds

3 Years USAA Capital Growth Fund USAA Asset Management Company
5 Years USAA Capital Growth Fund USAA Asset Management Company
10 Years DFA Global Equity Portfolio, Institutional Dimensional Fund Advisors, LP

Global Multi-Cap Growth Funds

3 Years Morgan Stanley Institutional Global Opportunity Portfolio, I Morgan Stanley Investment Management, Inc.
5 Years Morgan Stanley Institutional Global Opportunity Portfolio, I Morgan Stanley Investment Management, Inc.
10 Years Janus Global Research Fund, D Janus Capital Management, LLC

Global Multi-Cap Value Funds

3 Years Polaris Global Value Fund Polaris Capital Management, LLC
5 Years Polaris Global Value Fund Polaris Capital Management, LLC
10 Years Franklin Mutual Beacon Fund, Z Franklin Templeton Investments

Global Natural Resources Funds

3 Years Firsthand Alternative Energy Fund Firsthand Capital Management, Inc.
5 Years AllianzGI Global Water Fund, Institutional Allianz Global Investors
10 Years T. Rowe Price New Era Fund T. Rowe Price Associates, Inc.

Global Real Estate Funds

3 Years Virtus Global Real Estate Securities Fund, I Virtus Investment Partners, Inc.
5 Years Third Avenue Real Estate Value Fund, Institutional Third Avenue Management, LLC
10 Years Prudential Global Real Estate Fund, Z Prudential Investments

Global Small-/Mid-Cap Funds

3 Years Oppenheimer Global Opportunities Fund, I OppenheimerFunds, Inc.
5 Years AllianzGI Global Small-Cap Fund, Institutional Allianz Global Investors
10 Years American Funds SMALLCAP World Fund, R-5 American Funds

GNMA Funds

3 Years Vanguard GNMA Fund, Admiral Wellington Management Company, LLP
5 Years Voya GNMA Income Fund, I Voya Investments, LLC
10 Years PIMCO GNMA Fund, Institutional PIMCO

Health/Biotechnology Funds

3 Years Fidelity Select Biotechnology Portfolio Fidelity Management & Research Company
5 Years Fidelity Select Biotechnology Portfolio Fidelity Management & Research Company
10 Years T. Rowe Price Health Sciences Fund T. Rowe Price Associates, Inc.

High Yield Funds

3 Years Fidelity Capital & Income Fund Fidelity Management & Research Company
5 Years Federated High Yield Trust, Service Federated Investors
10 Years AllianceBernstein High Income Fund, A AllianceBernstein, LP

High Yield Municipal Debt Funds

3 Years Nuveen High Yield Municipal Bond Fund, I Nuveen Fund Advisors, LLC
5 Years Nuveen High Yield Municipal Bond Fund, I Nuveen Fund Advisors, LLC
10 Years Delaware National High-Yield Municipal Bond Fund, A Delaware Management Company

Industrials Funds

3 Years Rydex Transportation Fund, Investor Rydex Investments
5 Years Fidelity Select Defense and Aerospace Portfolio Fidelity Management & Research Company

Inflation-Protected Bond Funds

3 Years Janus Real Return Fund, I Janus Capital Management, LLC
5 Years PIMCO Fixed Income SHares Series R PIMCO
10 Years PIMCO Fixed Income SHares Series R PIMCO

Intermediate Municipal Debt Funds

3 Years Transamerica Intermediate Muni, I Transamerica Funds
5 Years BlackRock Strategic Municipal Opportunities Fund, Institutional BlackRock, Inc.
10 Years BlackRock Strategic Municipal Opportunities Fund, Institutional BlackRock, Inc.

Intermediate U.S. Government Funds

3 Years BlackRock US Government Bond Portfolio, Institutional BlackRock, Inc.
5 Years Dupree Intermediate Government Bond Series Dupree & Company, Inc.
10 Years DFA Intermediate Government Fixed Income Portfolio, Institutional Dimensional Fund Advisors, LP

International Equity Income Funds

3 Years Nuveen Santa Barbara International Dividend Growth, I Nuveen Fund Advisors, LLC

International Income Funds

3 Years PIMCO Foreign Bond Fund (US Dollar-Hedged), Institutional PIMCO
5 Years PIMCO Foreign Bond Fund (US Dollar-Hedged), Institutional PIMCO
10 Years Templeton Global Bond Fund, Advisor Franklin Templeton Investments

International Large-Cap Core Funds

3 Years Ivy International Core Equity Fund, I Ivy Investment Management Company
5 Years Ivy International Core Equity Fund, I Ivy Investment Management Company
10 Years Ivy International Core Equity Fund, Y Ivy Investment Management Company

International Large-Cap Growth Funds

3 Years Fidelity Diversified International Fund, K Fidelity Management & Research Company
5 Years Artisan International Fund, Institutional Artisan Partners, LP
10 Years Artisan International Fund, Institutional Artisan Partners, LP

International Large-Cap Value Funds

3 Years Laudus Mondrian International Equity Fund, Institutional Charles Schwab Investment Management, Inc.
5 Years Laudus Mondrian International Equity Fund, Institutional Charles Schwab Investment Management, Inc.

International Multi-Cap Core Funds

3 Years PIMCO StocksPLUS International Fund (US Dollar-Hedged); Institutional PIMCO
5 Years PIMCO StocksPLUS International Fund (US Dollar-Hedged); Institutional PIMCO
10 Years Federated International Leaders Fund, A Federated Investors

International Multi-Cap Growth Funds

3 Years Morgan Stanley Institutional International Opportunity Portfolio, I Morgan Stanley Investment Management, Inc.
5 Years John Hancock International Growth Fund, 1 John Hancock Group
10 Years Oppenheimer International Growth Fund, Y OppenheimerFunds, Inc.

International Multi-Cap Value Funds

3 Years Hartford International Value Fund, Y Hartford Funds
5 Years Hartford International Value Fund, Y Hartford Funds
10 Years T. Rowe Price International Growth & Income Fund T. Rowe Price Associates, Inc.

International Real Estate Funds

3 Years Fidelity Advisor International Real Estate Fund, Institutional Fidelity Management & Research Company
5 Years Fidelity Advisor International Real Estate Fund, Institutional Fidelity Management & Research Company

International Small/Mid-Cap Core Funds

3 Years Goldman Sachs International Small Cap Insights Fund, Institutional Goldman Sachs & Company
5 Years Goldman Sachs International Small Cap Insights Fund, Institutional Goldman Sachs & Company
10 Years GMO Foreign Small Companies Fund, III Grantham Mayo Van Otterloo & Company, LLC

International Small/Mid-Cap Growth Funds

3 Years Oppenheimer International Small-Mid Company Fund, I OppenheimerFunds, Inc.
5 Years Oberweis International Opportunities Fund Oberweis Asset Management, Inc.
10 Years Oppenheimer International Small Company Fund, Y OppenheimerFunds, Inc.

Large-Cap Core Funds

3 Years Vanguard PRIMECAP Fund, Admiral PRIMECAP Management Company
5 Years Hartford Core Equity Fund, Y Hartford Funds
10 Years Columbia Contrarian Core Fund, Z Columbia Funds

Large-Cap Growth Funds

3 Years Shelton NASDAQ-100 Index Fund, Direct Shelton Capital Management
5 Years Shelton NASDAQ-100 Index Fund, Direct Shelton Capital Management
10 Years Shelton NASDAQ-100 Index Fund, Direct Shelton Capital Management

Large-Cap Value Funds

3 Years JPMorgan Large Cap Value Fund, R6 J.P. Morgan Funds
5 Years Delaware Large-Cap Value Equity Portfolio Delaware Management Company
10 Years Columbia Select Large-Cap Value Fund, R5 Columbia Funds

Loan Participation Funds

3 Years Guggenheim Floating Rate Strategies Fund, Institutional Guggenheim Investments
5 Years Highland Floating Rate Opportunities Fund, Z Highland Capital Management Fund Advisors, LP
10 Years Eaton Vance Floating-Rate & High Income Fund, Institutional Eaton Vance Management

Maryland Municipal Debt Funds

3 Years T. Rowe Price Maryland Tax-Free Bond Fund T. Rowe Price Associates, Inc.
5 Years T. Rowe Price Maryland Tax-Free Bond Fund T. Rowe Price Associates, Inc.
10 Years T. Rowe Price Maryland Tax-Free Bond Fund T. Rowe Price Associates, Inc.

Massachusetts Municipal Debt Funds

3 Years Vanguard Massachusetts Tax-Exempt Fund, Investor Vanguard Group, Inc.
5 Years Eaton Vance Massachusetts Municipal Income Fund, I Eaton Vance Management
10 Years Deutsche Massachusetts Tax-Free Fund, S Deutsche Asset & Wealth Management

Mid-Cap Core Funds

3 Years Vanguard Strategic Equity Fund, Investor Vanguard Group, Inc.
5 Years Vanguard Strategic Equity Fund, Investor Vanguard Group, Inc.
10 Years Eaton Vance-Atlanta Capital SMID-Cap Fund, I Eaton Vance Management

Mid-Cap Growth Funds

3 Years PRIMECAP Odyssey Aggressive Growth Fund PRIMECAP Management Company
5 Years PRIMECAP Odyssey Aggressive Growth Fund PRIMECAP Management Company
10 Years T. Rowe Price Institutional Mid-Cap Equity Growth Fund T. Rowe Price Associates, Inc.

Mid-Cap Value Funds

3 Years Harbor Mid Cap Value Fund, Institutional Harbor Capital Advisors, Inc.
5 Years Harbor Mid Cap Value Fund, Institutional Harbor Capital Advisors, Inc.
10 Years Victory Sycamore Established Value Fund, A Victory Capital Management, Inc.

Minnesota Municipal Debt Funds

3 Years Oppenheimer Rochester Minnesota Municipal Fund, Y OppenheimerFunds, Inc.
5 Years Oppenheimer Rochester Minnesota Municipal Fund, A OppenheimerFunds, Inc.
10 Years Nuveen Minnesota Municipal Bond Fund, I Nuveen Fund Advisors, LLC

Mixed-Asset Target 2010 Funds

3 Years American Funds 2010 Target Date Retirement Fund, R-6 American Funds
5 Years American Funds 2010 Target Date Retirement Fund, R-6 American Funds
10 Years T. Rowe Price Retirement 2010 Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target 2015 Funds

3 Years American Funds 2015 Target Date Retirement Fund, R-6 American Funds
5 Years American Funds 2015 Target Date Retirement Fund, R-6 American Funds

Mixed-Asset Target 2020 Funds

3 Years American Funds 2020 Target Date Retirement Fund, R-6 American Funds
5 Years American Funds 2020 Target Date Retirement Fund, R-6 American Funds
10 Years T. Rowe Price Retirement 2020 Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target 2025 Funds

3 Years American Funds 2025 Target Date Retirement Fund, R-6 American Funds
5 Years American Funds 2025 Target Date Retirement Fund, R-6 American Funds

Mixed-Asset Target 2030 Funds

3 Years American Funds 2030 Target Date Retirement Fund, R-6 American Funds
5 Years American Funds 2030 Target Date Retirement Fund, R-6 American Funds
10 Years T. Rowe Price Retirement 2030 Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target 2035 Funds

3 Years American Funds 2035 Target Date Retirement Fund, R-6 American Funds
5 Years American Funds 2035 Target Date Retirement Fund, R-6 American Funds

Mixed-Asset Target 2040 Funds

3 Years American Funds 2040 Target Date Retirement Fund, R-6 American Funds
5 Years American Funds 2040 Target Date Retirement Fund, R-6 American Funds
10 Years T. Rowe Price Retirement 2040 Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target 2045 Funds

3 Years Putnam RetirementReady 2045 Fund, Y Putnam Investment Management, LLC
5 Years American Funds 2045 Target Date Retirement Fund, R-6 American Funds

Mixed-Asset Target 2050 Funds

3 Years Putnam RetirementReady 2050 Fund, Y Putnam Investment Management, LLC
5 Years Putnam RetirementReady 2050 Fund, Y Putnam Investment Management, LLC

Mixed-Asset Target 2055+ Funds

3 Years Putnam RetirementReady 2055 Fund, Y Putnam Investment Management, LLC
5 Years Putnam RetirementReady 2055 Fund, Y Putnam Investment Management, LLC

Mixed-Asset Target Allocation Aggressive Growth Funds

3 Years FundX Upgrader Fund FundX Investment Group, LLC
5 Years Great-West Aggressive Profile II Fund, Initial GW Capital Management, LLC
10 Years Great-West Aggressive Profile II Fund, Initial GW Capital Management, LLC

Mixed-Asset Target Allocation Conservative Funds

3 Years BlackRock 20/80 Target Allocation Fund, Institutional BlackRock, Inc.
5 Years Vanguard Wellesley Income Fund, Admiral Vanguard Group, Inc.
10 Years Vanguard Wellesley Income Fund, Admiral Vanguard Group, Inc.

Mixed-Asset Target Allocation Growth Funds

3 Years T. Rowe Price Capital Appreciation Fund T. Rowe Price Associates, Inc.
5 Years T. Rowe Price Capital Appreciation Fund T. Rowe Price Associates, Inc.
10 Years T. Rowe Price Capital Appreciation Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target Allocation Moderate Funds

3 Years Wells Fargo Advantage Index Asset Allocation Fund, Administrator Wells Fargo Funds Management, LLC
5 Years Wells Fargo Advantage Index Asset Allocation Fund, Administrator Wells Fargo Funds Management, LLC
10 Years Janus Balanced Fund, D Janus Capital Management, LLC

Mixed-Asset Target Today Funds

3 Years American Century One Choice In Retirement Portfolio, Institutional American Century Investment Management, Inc.
5 Years American Century One Choice In Retirement Portfolio, Institutional American Century Investment Management, Inc.
10 Years American Century One Choice In Retirement Portfolio, Institutional American Century Investment Management, Inc.

Multi-Cap Core Funds

3 Years Glenmede Large Cap Growth Portfolio Glenmede Investment Management, LP
5 Years Glenmede Large Cap Growth Portfolio Glenmede Investment Management, LP
10 Years John Hancock Disciplined Value Mid Cap Fund, Institutional John Hancock Group

Multi-Cap Growth Funds

3 Years Fidelity OTC Portfolio, K Fidelity Management & Research Company
5 Years Fidelity NASDAQ Composite Index Fund Fidelity Management & Research Company
10 Years Fidelity OTC Portfolio Fidelity Management & Research Company

Multi-Cap Value Funds

3 Years Boston Partners All-Cap Value Fund, Institutional Robeco Investment Funds
5 Years LSV Value Equity Fund, Institutional LSV Asset Management
10 Years JPMorgan Value Advantage Fund, Institutional J.P. Morgan Funds

Multi-Sector Income Funds

3 Years PIMCO Income Fund, Institutional PIMCO
5 Years PIMCO Income Fund, Institutional PIMCO
10 Years Lord Abbett Bond-Debenture Fund, I Lord Abbett & Company, LLC

Natural Resources Funds

3 Years Waddell & Reed Advisors Energy Fund, Y Waddell & Reed Investment Management Company
5 Years Integrity Williston Basin/Mid-North America Stock Fund, A Viking Fund Management, LLC
10 Years Fidelity Advisor Energy Fund, Institutional Fidelity Management & Research Company

New Jersey Municipal Debt Funds

3 Years Nuveen New Jersey Municipal Bond Fund, I Nuveen Fund Advisors, LLC
5 Years BlackRock New Jersey Municipal Bond Fund, Investor A1 BlackRock, Inc.
10 Years Nuveen New Jersey Municipal Bond Fund, I Nuveen Fund Advisors, LLC

New York Intermediate Municipal Debt Funds

3 Years Franklin New York Intermediate-Term Tax-Free Income Fund, Advisor Franklin Templeton Investments
5 Years Franklin New York Intermediate-Term Tax-Free Income Fund, Advisor Franklin Templeton Investments
10 Years BNY Mellon New York Intermediate Tax-Exempt Bond Fund, M Dreyfus Corporation

New York Municipal Debt Funds

3 Years MainStay New York Tax Free Opportunities Fund, I MainStay Funds
5 Years Eaton Vance New York Municipal Income Fund, I Eaton Vance Management
10 Years Delaware Tax-Free New York Fund, A Delaware Management Company

Ohio Municipal Debt Funds

3 Years Vanguard Ohio Long-Term Tax-Exempt Fund, Investor Vanguard Group, Inc.
5 Years Oppenheimer Rochester Ohio Municipal Fund, A OppenheimerFunds, Inc.
10 Years Vanguard Ohio Long-Term Tax-Exempt Fund, Investor Vanguard Group, Inc.

Pacific Ex-Japan Funds

3 Years Matthews Korea Fund, Institutional Matthews International Capital Management, LLC
5 Years Matthews Korea Fund, Institutional Matthews International Capital Management, LLC

Pacific Region Funds

3 Years Fidelity Pacific Basin Fund Fidelity Management & Research Company
5 Years Fidelity Pacific Basin Fund Fidelity Management & Research Company

Pennsylvania Municipal Debt Funds

3 Years Wells Fargo Advantage Pennsylvania Tax-Free Fund, Institutional Wells Fargo Funds Management, LLC
5 Years Wells Fargo Advantage Pennsylvania Tax-Free Fund, Institutional Wells Fargo Funds Management, LLC
10 Years Nuveen Pennsylvania Municipal Bond Fund, I Nuveen Fund Advisors, LLC

Precious Metals Equity Funds

3 Years First Eagle Gold Fund, I First Eagle Funds
5 Years First Eagle Gold Fund, I First Eagle Funds
10 Years Van Eck International Investors Gold Fund, A Van Eck Associates Corporation

Real Estate Funds

3 Years Cohen & Steers Real Estate Securities Fund, I Cohen & Steers Capital Management, Inc.
5 Years Cohen & Steers Real Estate Securities Fund, I Cohen & Steers Capital Management, Inc.
10 Years AMG Managers Real Estate Securities Fund AMG Funds

Retirement Income Funds

3 Years Fidelity Advisor Income Replacement 2042 Fund, Institutional Fidelity Management & Research Company
5 Years Fidelity Advisor Income Replacement 2042 Fund, Institutional Fidelity Management & Research Company

Science & Technology Funds

3 Years Fidelity Select Electronics Portfolio Fidelity Management & Research Company
5 Years USAA Science & Technology Fund, Fund USAA Asset Management Company
10 Years Fidelity Select Software and Computer Services Portfolio Fidelity Management & Research Company

Short Investment-Grade Debt Funds

3 Years Leader Short-Term Bond Fund, Institutional Leader Capital Corporation
5 Years Lord Abbett Short Duration Income Fund, I Lord Abbett & Company, LLC
10 Years Lord Abbett Short Duration Income Fund, I Lord Abbett & Company, LLC

Short Municipal Debt Funds

3 Years Oppenheimer Rochester Short Term Municipal, Y OppenheimerFunds, Inc.
5 Years RidgeWorth Seix Short-Term Municipal Bond Fund, I RidgeWorth Funds
10 Years RidgeWorth Seix Short-Term Municipal Bond Fund, I RidgeWorth Funds

Short U.S. Government Funds

3 Years Eaton Vance Short Duration Government Income Fund, I Eaton Vance Management
5 Years Eaton Vance Short Duration Government Income Fund, I Eaton Vance Management
10 Years Wells Fargo Advantage Short Duration Government Bond Fund, I Wells Fargo Funds Management, LLC

Short U.S. Treasury Funds

3 Years Fidelity Spartan Short-Term Treasury Bond Index Fund, Fidelity Advantage Fidelity Management & Research Company
5 Years Fidelity Spartan Short-Term Treasury Bond Index Fund, Fidelity Advantage Fidelity Management & Research Company

Short-Intermediate Investment-Grade Debt Funds

3 Years Cavanal Hill Intermediate Bond Fund, Institutional Cavanal Hill Funds
5 Years Cavanal Hill Intermediate Bond Fund, Institutional Cavanal Hill Funds
10 Years PIMCO Moderate Duration Fund, Institutional PIMCO

Short-Intermediate Municipal Debt Funds

3 Years Wells Fargo Strategic Municipal Bond Fund, I Wells Fargo Funds Management, LLC
5 Years Wells Fargo Advantage Strategic Municipal Bond Fund, Administrator Wells Fargo Funds Management, LLC
10 Years Thornburg Limited Term Municipal Fund, Institutional Thornburg Investment Management, Inc.

Short-Intermediate U.S. Government Funds

3 Years Fidelity Intermediate Government Income Fund Fidelity Management & Research Company
5 Years Fidelity Intermediate Government Income Fund Fidelity Management & Research Company
10 Years Fidelity Intermediate Government Income Fund Fidelity Management & Research Company

Small-Cap Core Funds

3 Years PNC Multi-Factor Small Cap Core Fund, I PNC Funds
5 Years PNC Multi-Factor Small Cap Core Fund, I PNC Funds
10 Years Homestead Small Company Stock Fund RE Advisers Corporation

Small-Cap Growth Funds

3 Years PNC Multi-Factor Small Cap Growth Fund, I PNC Funds
5 Years T. Rowe Price New Horizons Fund T. Rowe Price Associates, Inc.
10 Years Brown Capital Management Small Company Fund, Investor Brown Capital Management, LLC

Small-Cap Value Funds

3 Years Undiscovered Managers Behavioral Value Fund, Institutional J.P. Morgan Funds
5 Years Undiscovered Managers Behavioral Value Fund, Institutional J.P. Morgan Funds
10 Years American Beacon Small Cap Value Fund, AMR American Beacon Advisors, Inc.

U.S. Mortgage Funds

3 Years Morgan Stanley Mortgage Securities Trust, I Morgan Stanley Investment Management, Inc.
5 Years Morgan Stanley Mortgage Securities Trust, I Morgan Stanley Investment Management, Inc.
10 Years TCW Total Return Bond Fund, I TCW Investment Management Company

Ultra-Short Obligation Funds

3 Years PIMCO Short-Term Fund, Institutional PIMCO
10 Years PIMCO Short-Term Fund, Institutional PIMCO

Utility Funds

3 Years Vanguard Utilities Index Fund, Admiral Vanguard Group, Inc.
5 Years Hennessy Gas Utility Index Fund, Investor Hennessy Funds
10 Years Hennessy Gas Utility Index Fund, Investor Hennessy Funds

Virginia Municipal Debt Funds

3 Years USAA Virginia Bond Fund, Fund USAA Asset Management Company
5 Years USAA Virginia Bond Fund, Fund USAA Asset Management Company
10 Years Nuveen Virginia Municipal Bond Fund, I Nuveen Fund Advisors, LLC