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Investment Performance Snapshot

The Investment Performance Snapshot can help you make informed investment decisions by providing two different ways to view the historical performance of our investment solutions:

Portfolio View: Build a portfolio and see the impact monthly transactions and reinvested distributions would have had on its growth over any historical time period.

Compare Funds: Compare the performance of two or more individual funds over time.

Begin by adding funds you wish to view. You can select up to 12 funds.

    *Any analysis showing less than one year of data displays a simple rate of return while any time period greater than one year displays a compound annual rate of return.