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United States

Absolute Return Funds

3 Years ATAC Inflation Rotation Fund, Investor Pension Partners, LLC
5 Years Cavanal Hill Opportunistic Fund, Institutional Cavanal Hill Funds

Alternative Credit Focus Funds

3 Years Navigator Tactical Fixed Income Fund, I Clark Capital Management Group, Inc.
5 Years Guggenheim Macro Opportunities Fund, Institutional Guggenheim Investments
10 Years MainStay Unconstrained Bond Fund, I MainStay Funds

Alternative Equity Market Neutral Funds

3 Years AQR Equity Market Neutral Fund, R6 AQR Capital Management, LLC
5 Years Gateway Fund, Y Gateway Investment Advisers, LLC

Alternative Event Driven Funds

3 Years Fidelity Event Driven Opportunities Fund Fidelity Management & Research Company
5 Years BlackRock Event Driven Equity Fund, Institutional BlackRock, Inc.

Alternative Global Macro Funds

3 Years GMO Special Opportunities Fund, VI Grantham Mayo Van Otterloo & Company, LLC
5 Years KCM Macro Trends Fund, R-1 Kerns Capital Management, Inc.
10 Years RiverNorth Core Opportunity Fund, R RiverNorth Capital Management, Inc.

Alternative Long/Short Equity Funds

3 Years AQR Long-Short Equity Fund, R6 AQR Capital Management, LLC
5 Years Nuveen Equity Long/Short Fund, I Nuveen Fund Advisors, LLC
10 Years Boston Partners Long/Short Equity Fund, Institutional Boston Partners Investment Funds

Alternative Managed Futures Funds

3 Years 361 Global Managed Futures Strategy Fund, I 361 Capital LLC
5 Years Altegris Futures Evolution Strategy Fund, I Altegris Advisors, LLC

Alternative Multi-Strategy Funds

3 Years Infinity Q Diversified Alpha Fund, Institutional Infinity Q Capital Management, LLC
5 Years AQR Multi-Strategy Alternative Fund, I AQR Capital Management, LLC

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 Vanguard California Intermediate-Term Tax-Exempt Fund, Admiral Vanguard Group, Inc.

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 Franklin California High Yield Municipal Fund, Advisor Franklin Templeton Investments

China Region Funds

3 Years Neuberger Berman Greater China Equity Fund, Institutional Neuberger Berman Management, LLC
5 Years Victory Sophus China Fund, Y Victory Capital Management, Inc.
10 Years Fidelity China Region Fund Fidelity Management & Research Company

Commodities General Funds

3 Years AQR Risk-Balanced Commodities Strategy Fund, R6 AQR Capital Management, LLC
5 Years LoCorr Long/Short Commodities Strategy Fund, I LoCorr Fund Management, LLC

Convertible Securities Funds

3 Years Franklin Convertible Securities Fund, R6 Franklin Templeton Investments
5 Years Victory INCORE Investment Grade Convertible Fund, I Victory Capital Management, Inc.
10 Years Franklin Convertible Securities Fund, A Franklin Templeton Investments

Core Bond Funds

3 Years Western Asset Core Bond Fund, I Legg Mason
5 Years Western Asset Core Bond Fund, IS Legg Mason
10 Years Vanguard Intermediate-Term Investment-Grade Fund, Admiral Vanguard Group, Inc.

Core Plus Bond Funds

3 Years Morgan Stanley Institutional Core Plus Fixed Income Portfolio, I Morgan Stanley Investment Management, Inc.
5 Years Morgan Stanley Institutional Core Plus Fixed Income Portfolio, I Morgan Stanley Investment Management, Inc.
10 Years Natixis Loomis Sayles Core Plus Bond Fund, Y Loomis Sayles & Company, LP

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 Morgan Stanley Institutional Corporate Bond Portfolio, I Morgan Stanley Investment Management, Inc.
5 Years Morgan Stanley Institutional Corporate Bond Portfolio, I Morgan Stanley Investment Management, Inc.
10 Years Delaware Extended Duration Bond Fund, Institutional Delaware Management Company

Dedicated Short-Bias Funds

3 Years ProFunds Short Oil & Gas ProFund, Investor ProFunds Group
5 Years ProFunds Short Oil & Gas ProFund, Investor ProFunds Group
10 Years Leuthold Grizzly Short Fund Leuthold Weeden Capital Management, LLC

Emerging Markets Funds

3 Years American Century NT Emerging Markets Fund, G American Century Investment Management, Inc.
5 Years City National Rochdale Emerging Markets Fund, N City National Rochdale, LLC
10 Years Fidelity Advisor Emerging Asia Fund, I Fidelity Management & Research Company

Emerging Markets Hard Currency Debt Funds

3 Years Ashmore Emerging Markets Short Duration Fund, Institutional Ashmore Funds
5 Years GMO Emerging Country Debt Fund, IV Grantham Mayo Van Otterloo & Company, LLC
10 Years TCW Emerging Markets Income Fund, I TCW Investment Management Company

Emerging Markets Local Currency Debt Funds

3 Years Eaton Vance Emerging Markets Debt Opportunities Fund, R6 Eaton Vance Management
5 Years Eaton Vance Emerging Markets Local Income Fund, I Eaton Vance Management

Energy MLP Funds

3 Years Tortoise MLP & Pipeline Fund, Institutional Tortoise Capital Advisors, LLC
5 Years Tortoise MLP & Pipeline Fund, Institutional Tortoise Capital Advisors, LLC

Equity Income Funds

3 Years Principal Small-MidCap Dividend Income Fund, Institutional Principal Global Investors, LLC
5 Years Crawford Dividend Opportunity Fund Crawford Investment Counsel, Inc.
10 Years Parnassus Core Equity Fund, Institutional Parnassus Investments

European Region Funds

3 Years DFA Continental Small Company Portfolio, Institutional Dimensional Fund Advisors, LP
5 Years DFA Continental Small Company Portfolio, Institutional Dimensional Fund Advisors, LP
10 Years Invesco European Small Company Fund, A Invesco Funds

Financial Services Funds

3 Years RMB Mendon Financial Services Fund, A RMB Capital Management
5 Years RMB Mendon Financial Services Fund, A RMB Capital Management
10 Years T. Rowe Price Financial Services Fund T. Rowe Price Associates, Inc.

Flexible Income Funds

3 Years First Trust Preferred Securities and Income Fund, I First Trust Advisors, LP
5 Years Cohen & Steers Preferred Securities & Income Fund, I Cohen & Steers Capital Management, Inc.

Flexible Portfolio Funds

3 Years Kinetics Market Opportunities Fund, Institutional Kinetics Asset Management, LLC
5 Years Catalyst/Lyons Tactical Allocation Fund, A Catalyst Funds
10 Years Marsico Flexible Capital Fund Marsico Capital Management, LLC

General & Insured Municipal Debt Funds

3 Years Clearwater Tax-Exempt Bond Fund Clearwater Management Company, Inc.
5 Years Clearwater Tax-Exempt Bond Fund Clearwater Management Company, Inc.
10 Years Nuveen All-American Municipal Bond Fund, I Nuveen Fund Advisors, LLC

General Bond Funds

3 Years PIMCO Long-Term Credit Fund, Institutional PIMCO
5 Years PIMCO Long-Term Credit Fund, Institutional PIMCO

General U.S. Government Funds

3 Years Vanguard Long-Term Government Bond Index Fund, Institutional Vanguard Group, Inc.
5 Years Vanguard Long-Term Government Bond Index Fund, Institutional Vanguard Group, Inc.
10 Years PIMCO Long-Term U.S. Government Fund, Institutional PIMCO

General U.S. Treasury Funds

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

Global Equity Income Funds

3 Years Steward Global Equity Income Fund, Institutional Crossmark Global Investments
5 Years Steward Global Equity Income Fund, Institutional Crossmark Global Investments
10 Years Dreyfus Global Equity Income Fund, I Dreyfus Corporation

Global Income Funds

3 Years JPMorgan Global Bond Opportunities, R6 J.P. Morgan Funds
5 Years JPMorgan Global Bond Opportunities, R6 J.P. Morgan Funds
10 Years Prudential Global Total Return Fund, Z Prudential Investments, LLC

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 DFA World Core Equity Portfolio, Institutional Dimensional Fund Advisors, LP
5 Years DFA World Core Equity Portfolio, Institutional Dimensional Fund Advisors, LP

Global Large-Cap Growth Funds

3 Years Oppenheimer Global Fund, I OppenheimerFunds, Inc.
5 Years Oppenheimer Global Fund, I OppenheimerFunds, Inc.
10 Years American Funds New Perspective Fund, R5 American Funds

Global Large-Cap Value Funds

3 Years Oakmark Global Select Fund, Investor Oakmark Family of Funds
5 Years Oakmark Global Select Fund, Investor Oakmark Family of Funds

Global Multi-Cap Core Funds

3 Years QS Global Equity Fund, I Legg Mason
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, IS Morgan Stanley Investment Management, Inc.
5 Years Morgan Stanley Institutional Global Opportunity Portfolio, I Morgan Stanley Investment Management, Inc.
10 Years Wasatch World Innovators Fund, Investor Wasatch Advisors, Inc.

Global Multi-Cap Value Funds

3 Years Fidelity Series Intrinsic Opportunistic Fund Fidelity Management & Research Company
5 Years Polaris Global Value Fund Polaris Capital Management, LLC
10 Years Polaris Global Value Fund Polaris Capital Management, LLC

Global Natural Resources Funds

3 Years GMO Resources Fund, IV Grantham Mayo Van Otterloo & Company, LLC
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 Saratoga James Alpha Global Real Estate Investments Portfolio, C Saratoga Capital Management, LLC
5 Years Third Avenue Real Estate Value Fund, Institutional Third Avenue Management, LLC
10 Years Principal Global Real Estate Securities Fund, Institutional Principal Global Investors, LLC

Global Small-/Mid-Cap Funds

3 Years Oppenheimer Global Opportunities Fund, I OppenheimerFunds, Inc.
5 Years Oppenheimer Global Opportunities Fund, I OppenheimerFunds, Inc.
10 Years Oppenheimer Global Opportunities Fund, Y OppenheimerFunds, Inc.

GNMA Funds

3 Years Voya GNMA Income Fund, I Voya Investments, LLC
5 Years Vanguard GNMA Fund, Admiral Vanguard Group, Inc.
10 Years PIMCO GNMA Fund, Institutional PIMCO

Health/Biotechnology Funds

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

High Yield Funds

3 Years Artisan High Income Fund, Advisor Artisan Partners, LP
5 Years Fidelity Capital & Income Fund Fidelity Management & Research Company
10 Years Lord Abbett High Yield Fund, I Lord Abbett & Company, LLC

High Yield Municipal Debt Funds

3 Years Dreyfus High Yield Municipal Bond Fund, I Dreyfus Corporation
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 Fidelity Select Defense and Aerospace Portfolio Fidelity Management & Research Company
5 Years Fidelity Select Defense and Aerospace Portfolio Fidelity Management & Research Company

Inflation-Protected Bond Funds

3 Years Invesco Strategic Real Return Fund, Y Invesco Funds
5 Years Janus Henderson Real Return Fund, I Janus Henderson Investors
10 Years PIMCO Fixed Income SHares Series R Allianz Global Investors

Intermediate Municipal Debt Funds

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

Intermediate U.S. Government Funds

3 Years American Funds Mortgage Fund, R6 American Funds
5 Years American Funds Mortgage Fund, R6 American Funds
10 Years DFA Intermediate Government Fixed Income Portfolio, Institutional Dimensional Fund Advisors, LP

International Equity Income Funds

3 Years BNY Mellon International Equity Income Fund, M Dreyfus Corporation
5 Years JPMorgan International Equity Income Fund, R5 J.P. Morgan Funds

International Income Funds

3 Years Harvest Asian Bond Fund, Institutional Harvest Global Investments Limited
5 Years PIMCO Foreign Bond Fund (U.S. Dollar-Hedged), Institutional PIMCO
10 Years PIMCO Foreign Bond Fund (U.S. Dollar-Hedged), Institutional PIMCO

International Large-Cap Core Funds

3 Years T. Rowe Price Institutional International Core Equity Fund T. Rowe Price Associates, Inc.
5 Years Ivy International Core Equity Fund, I Ivy Investment Management Company
10 Years Ivy International Core Equity Fund, I Ivy Investment Management Company

International Large-Cap Growth Funds

3 Years Vanguard International Growth Fund, Admiral Vanguard Group, Inc.
5 Years Vanguard International Growth Fund, Admiral Vanguard Group, Inc.
10 Years Vanguard International Growth Fund, Admiral Vanguard Group, Inc.

International Large-Cap Value Funds

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

International Multi-Cap Core Funds

3 Years Goldman Sachs International Equity Insights Fund, Institutional Goldman Sachs & Company
5 Years Goldman Sachs International Equity Insights Fund, Institutional Goldman Sachs & Company
10 Years PIMCO StocksPLUS International Fund (U.S. Dollar-Hedged), Institutional PIMCO

International Multi-Cap Growth Funds

3 Years Morgan Stanley Institutional International Opportunity Portfolio, IS Morgan Stanley Investment Management, Inc.
5 Years Morgan Stanley Institutional International Opportunity Portfolio, I Morgan Stanley Investment Management, Inc.
10 Years Thornburg International Growth Fund, Institutional Thornburg Investment Management, 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 Schwab Fundamental International Large Company Index Fund Charles Schwab Investment Management, Inc.

International Real Estate Funds

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

International Small/Mid-Cap Core Funds

3 Years Fidelity Advisor International Small Cap Fund, I Fidelity Management & Research Company
5 Years Schwab Fundamental International Small Company Index Fund Charles Schwab Investment Management, Inc.
10 Years DFA International Small Company Portfolio, Institutional Dimensional Fund Advisors, LP

International Small/Mid-Cap Growth Funds

3 Years Royce International Premier Fund, Investment Royce & Associates, LLC
5 Years Oppenheimer International Small-Mid Company Fund, I OppenheimerFunds, Inc.
10 Years Oberweis International Opportunities Fund, Investor Oberweis Asset Management, Inc.

Large-Cap Core Funds

3 Years GMO Quality Fund, VI Grantham Mayo Van Otterloo & Company, LLC
5 Years Vanguard PRIMECAP Fund, Admiral PRIMECAP Management Company
10 Years Vanguard PRIMECAP Fund, Admiral PRIMECAP Management Company

Large-Cap Growth Funds

3 Years T. Rowe Price Institutional Large-Cap Growth Fund T. Rowe Price Associates, Inc.
5 Years Edgewood Growth Fund, Institutional Edgewood Management, LLC
10 Years Shelton NASDAQ-100 Index Fund, Direct Shelton Capital Management

Large-Cap Value Funds

3 Years DoubleLine Shiller Enhanced CAPE, I DoubleLine Funds
5 Years Dodge & Cox Stock Fund Dodge & Cox
10 Years Columbia Select Large-Cap Value Fund, I2 Columbia Threadneedle Investments

Loan Participation Funds

3 Years Natixis Loomis Sayles Senior Floating Rate & Fixed Income Fund, A Loomis Sayles & Company, LP
5 Years Natixis Loomis Sayles Senior Floating Rate & Fixed Income Fund, A Loomis Sayles & Company, LP
10 Years Eaton Vance Floating-Rate & High Income Fund, Institutional Eaton Vance Management

Maryland Municipal Debt Funds

3 Years Nuveen Maryland Municipal Bond Fund, I Nuveen Fund Advisors, LLC
5 Years T. Rowe Price Maryland Tax-Free Bond Fund T. Rowe Price Associates, Inc.
10 Years Nuveen Maryland Municipal Bond Fund, I Nuveen Fund Advisors, LLC

Massachusetts Municipal Debt Funds

3 Years Nuveen Massachusetts Municipal Bond Fund, I Nuveen Fund Advisors, LLC
5 Years Vanguard Massachusetts Tax-Exempt Fund, Investor Vanguard Group, Inc.
10 Years Nuveen Massachusetts Municipal Bond Fund, I Nuveen Fund Advisors, LLC

Mid-Cap Core Funds

3 Years Tarkio Fund Front Street Capital Management, Inc.
5 Years Thrivent Mid Cap Stock Fund, S Thrivent Mutual Funds
10 Years Thrivent Mid Cap Stock Fund, S Thrivent Mutual Funds

Mid-Cap Growth Funds

3 Years Janus Henderson Enterprise Fund, N Janus Henderson Investors
5 Years BlackRock Mid-Cap Growth Equity Portfolio, Institutional BlackRock, Inc.
10 Years T. Rowe Price Institutional Mid-Cap Equity Growth Fund T. Rowe Price Associates, Inc.

Mid-Cap Value Funds

3 Years Nuance Mid Cap Value Fund, Institutional Nuance Investments, LLC
5 Years Vanguard Mid-Cap Value Index Fund, Admiral Vanguard Group, Inc.
10 Years Harbor Mid Cap Value Fund, Institutional Harbor Capital Advisors, Inc.

Minnesota Municipal Debt Funds

3 Years Nuveen Minnesota Municipal Bond Fund, I Nuveen Fund Advisors, LLC
5 Years Nuveen Minnesota Municipal Bond Fund, I Nuveen Fund Advisors, LLC
10 Years Nuveen Minnesota Municipal Bond Fund, I Nuveen Fund Advisors, LLC

Mixed-Asset Target 2010 Funds

3 Years TIAA-CREF Lifecycle 2010 Fund, Institutional TIAA Investments
5 Years TIAA-CREF Lifecycle 2010 Fund, Institutional TIAA Investments
10 Years T. Rowe Price Retirement 2010 Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target 2015 Funds

3 Years Fidelity Freedom 2015 Fund Fidelity Management & Research Company
5 Years T. Rowe Price Retirement 2015 Fund T. Rowe Price Associates, Inc.
10 Years T. Rowe Price Retirement 2015 Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target 2020 Funds

3 Years T. Rowe Price Retirement 2020 Fund T. Rowe Price Associates, Inc.
5 Years T. Rowe Price Retirement 2020 Fund T. Rowe Price Associates, Inc.
10 Years T. Rowe Price Retirement 2020 Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target 2025 Funds

3 Years T. Rowe Price Retirement 2025 Fund T. Rowe Price Associates, Inc.
5 Years T. Rowe Price Retirement 2025 Fund T. Rowe Price Associates, Inc.
10 Years T. Rowe Price Retirement 2025 Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target 2030 Funds

3 Years T. Rowe Price Retirement 2030 Fund T. Rowe Price Associates, Inc.
5 Years American Funds 2030 Target Date Retirement Fund, R6 American Funds
10 Years T. Rowe Price Retirement 2030 Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target 2035 Funds

3 Years Fidelity Freedom 2035 Fund Fidelity Management & Research Company
5 Years American Funds 2035 Target Date Retirement Fund, R6 American Funds
10 Years T. Rowe Price Retirement 2035 Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target 2040 Funds

3 Years TIAA-CREF Lifecycle 2040 Fund, Institutional TIAA Investments
5 Years American Funds 2040 Target Date Retirement Fund, R6 American Funds
10 Years T. Rowe Price Retirement 2040 Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target 2045 Funds

3 Years TIAA-CREF Lifecycle 2045 Fund, Institutional TIAA Investments
5 Years American Funds 2045 Target Date Retirement Fund, R6 American Funds
10 Years T. Rowe Price Retirement 2045 Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target 2050 Funds

3 Years TIAA-CREF Lifecycle 2050 Fund, Institutional TIAA Investments
5 Years American Funds 2050 Target Date Retirement Fund, R6 American Funds
10 Years T. Rowe Price Retirement 2050 Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target 2055+ Funds

3 Years TIAA-CREF Lifecycle 2060 Fund, Institutional TIAA Investments
5 Years American Funds 2055 Target Date Retirement Fund, R6 American Funds

Mixed-Asset Target Allocation Aggressive Growth Funds

3 Years Goldman Sachs Equity Growth Strategy Portfolio, Institutional Goldman Sachs & Company
5 Years Great-West Aggressive Profile Fund, Investor GW Capital Management, LLC
10 Years Great-West Aggressive Profile Fund, Investor GW Capital Management, LLC

Mixed-Asset Target Allocation Conservative Funds

3 Years Wells Fargo Diversified Income Builder Fund, Institutional Wells Fargo Funds Management, LLC
5 Years Wells Fargo Diversified Income Builder Fund, Institutional Wells Fargo Funds Management, LLC
10 Years MFS Diversified Income Fund, I MFS Investment Management

Mixed-Asset Target Allocation Growth Funds

3 Years Wells Fargo Diversified Capital Builder Fund, I Wells Fargo Funds Management, LLC
5 Years Wells Fargo Diversified Capital Builder Fund, I Wells Fargo Funds Management, LLC
10 Years T. Rowe Price Capital Appreciation Fund T. Rowe Price Associates, Inc.

Mixed-Asset Target Allocation Moderate Funds

3 Years T. Rowe Price Personal Strategy Balanced Fund T. Rowe Price Associates, Inc.
5 Years Wells Fargo Index Asset Allocation Fund, Administrator Wells Fargo Funds Management, LLC
10 Years Hartford Balanced Income Fund, Y Hartford Funds

Mixed-Asset Target Today Funds

3 Years TIAA-CREF Lifecycle Retirement Income Fund, Institutional TIAA Investments
5 Years TIAA-CREF Lifecycle Retirement Income Fund, Institutional TIAA Investments
10 Years American Century One Choice In Retirement Portfolio, I American Century Investment Management, Inc.

Multi-Cap Core Funds

3 Years Parnassus Endeavor Fund Parnassus Investments
5 Years Parnassus Endeavor Fund Parnassus Investments
10 Years Parnassus Endeavor Fund Parnassus Investments

Multi-Cap Growth Funds

3 Years Fidelity OTC Portfolio, K Fidelity Management & Research Company
5 Years Fidelity OTC Portfolio, K Fidelity Management & Research Company
10 Years Fidelity OTC Portfolio Fidelity Management & Research Company

Multi-Cap Value Funds

3 Years AllianzGI NFJ Mid-Cap Value Fund, Institutional Allianz Global Investors
5 Years LSV Value Equity Fund, Institutional LSV Asset Management
10 Years Hotchkis & Wiley Value Opportunities Fund, I Hotchkis & Wiley Capital Management, LLC

Multi-Sector Income Funds

3 Years Federated Strategic Income Fund, B Federated Investors
5 Years PIMCO Income Fund, Institutional PIMCO
10 Years PIMCO Income Fund, Institutional PIMCO

Natural Resources Funds

3 Years ICON Natural Resources Fund, S Icon Funds
5 Years Fidelity Select Energy Portfolio Fidelity Management & Research Company
10 Years Integrity Williston Basin/Mid-North America Stock Fund, A Viking Fund Management, LLC

New Jersey Municipal Debt Funds

3 Years Vanguard New Jersey Long-Term Tax-Exempt Fund, Admiral Vanguard Group, Inc.
5 Years Vanguard New Jersey Long-Term Tax-Exempt Fund, Admiral Vanguard Group, Inc.
10 Years Nuveen New Jersey Municipal Bond Fund, I Nuveen Fund Advisors, LLC

New York Intermediate Municipal Debt Funds

3 Years BNY Mellon New York Intermediate Tax-Exempt Bond Fund, M Dreyfus Corporation
5 Years Columbia AMT-Free New York Intermediate Muni Bond Fund, I Columbia Threadneedle Investments
10 Years Franklin New York Intermediate-Term Tax-Free Income Fund, A Franklin Templeton Investments

New York Municipal Debt Funds

3 Years Oppenheimer Rochester Fund Municipals Fund, Y OppenheimerFunds, Inc.
5 Years MainStay New York Tax Free Opportunities Fund, I MainStay Funds
10 Years Columbia New York Tax-Exempt Fund, A Columbia Threadneedle Investments

Ohio Municipal Debt Funds

3 Years Vanguard Ohio Long-Term Tax-Exempt Fund, Investor Vanguard Group, Inc.
5 Years Vanguard Ohio Long-Term Tax-Exempt Fund, Investor Vanguard Group, Inc.
10 Years Vanguard Ohio Long-Term Tax-Exempt Fund, Investor Vanguard Group, Inc.

Pacific Ex-Japan Funds

3 Years T. Rowe Price Asia Opportunities Fund T. Rowe Price Associates, Inc.
5 Years Goldman Sachs Asia Equity Fund, Institutional Goldman Sachs & Company

Pacific Region Funds

3 Years Invesco Pacific Growth Fund, R5 Invesco Funds

Pennsylvania Municipal Debt Funds

3 Years Vanguard Pennsylvania Long-Term Tax-Exempt Fund, Admiral Vanguard Group, Inc.
5 Years Vanguard Pennsylvania Long-Term Tax-Exempt Fund, Admiral Vanguard Group, Inc.
10 Years Nuveen Pennsylvania Municipal Bond Fund, I Nuveen Fund Advisors, LLC

Precious Metals Equity Funds

3 Years EuroPac Gold Fund, A Euro Pacific Asset Management, LLC
5 Years Gabelli Gold Fund, I Gabelli Funds, LLC
10 Years VanEck International Investors Gold Fund, I Van Eck Associates Corporation

Real Estate Funds

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

Retirement Income Funds

3 Years Fidelity Managed Retirement 2025 Fund Fidelity Management & Research Company
5 Years Fidelity Managed Retirement 2025 Fund Fidelity Management & Research Company
10 Years Fidelity Advisor Simplicity RMD 2015 Fund, I Fidelity Management & Research Company

Science & Technology Funds

3 Years Fidelity Advisor Semiconductors Fund, I Fidelity Management & Research Company
5 Years Fidelity Select Semiconductors Portfolio Fidelity Management & Research Company
10 Years Red Oak Technology Select Fund Oak Associates, Ltd.

Short Investment-Grade Debt Funds

3 Years Morgan Stanley Institutional Short Duration Income Portfolio, I Morgan Stanley Investment Management, Inc.
5 Years Morgan Stanley Institutional Short Duration Income Portfolio, I Morgan Stanley Investment Management, Inc.
10 Years Lord Abbett Short Duration Income Fund, I Lord Abbett & Company, LLC

Short Municipal Debt Funds

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

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 Short Duration Government Bond Fund, I Wells Fargo Funds Management, LLC

Short-Intermediate Investment-Grade Debt Funds

3 Years Thompson Bond Fund Thompson IM Funds
5 Years Transamerica Asset Allocation Short Horizon, R4 Transamerica Asset Management, Inc.
10 Years Thompson Bond Fund Thompson IM Funds

Short-Intermediate Municipal Debt Funds

3 Years Eaton Vance Short Duration Municipal Opportunities Fund, I Eaton Vance Management
5 Years Wells Fargo Strategic Municipal Bond Fund, I 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 Eaton Vance Government Obligations Fund, I Eaton Vance Management
5 Years Eaton Vance Government Obligations Fund, I Eaton Vance Management
10 Years Natixis Loomis Sayles Limited Term Government and Agency Fund, Y Loomis Sayles & Company, LP

Small-Cap Core Funds

3 Years Federated MDT Small Cap Core Fund, Institutional Federated Investors
5 Years Federated MDT Small Cap Core Fund, Institutional Federated Investors
10 Years PIMCO StocksPLUS Small Fund, Institutional PIMCO

Small-Cap Growth Funds

3 Years Oberweis Micro-Cap Fund, Investor Oberweis Asset Management, Inc.
5 Years Oberweis Micro-Cap Fund, Investor Oberweis Asset Management, Inc.
10 Years Brown Capital Management Small Company Fund, Investor Brown Capital Management, LLC

Small-Cap Value Funds

3 Years Towle Deep Value Fund Towle & Company
5 Years Nuveen Small Cap Value Fund, I Nuveen Fund Advisors, LLC
10 Years Adirondack Small Cap Fund Adirondack Research & Management, Inc.

U.S. Mortgage Funds

3 Years Voya Securitized Credit Fund, P Voya Investments, LLC
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
5 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 Vanguard Utilities Index Fund, Admiral Vanguard Group, Inc.
10 Years Hennessy Gas Utility Fund, Investor Hennessy Funds

Virginia Municipal Debt Funds

3 Years Nuveen Virginia Municipal Bond Fund, I Nuveen Fund Advisors, LLC
5 Years Nuveen Virginia Municipal Bond Fund, I Nuveen Fund Advisors, LLC
10 Years Nuveen Virginia Municipal Bond Fund, I Nuveen Fund Advisors, LLC