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13 20092009 • 2010 • 2010 • 2011 • 2011 • 2012 • 2012 • 2013 • 2013 TH STRAIGHT YEAR

THTH OUROUR 5 5 STRAIGHT STRAIGHT YEAR YEAR FEBRUARY 22, 2021 ASAS ONE ONE OF OF THE THE “BEST “BEST MUTUAL MUTUAL FUND FUND FAMILIES” FAMILIES”

The1-Year Best1-Year Fund Families of 2020 Best Fund5-Year5-Year Families Over Five Years Best10-Year 10-YearFund Families Over Ten Years 20132013 Fund-Family Fund-Family Rankings Rankings FUND RANKING 20132013 Fund-Family Fund-Family Rankings Rankings 20132013 Fund-Family Fund-Family Rankings Rankings 2020 2019 Total Weighted General World Mixed Taxable Tax-Exempt Weighted Weighted Rank Rank F und Family A ssets (mil)* S core Equit ––––––– y Equit––––––– yFUND Equit FUND yRANKINGS Bond RANKINGS Bond ––––––– –––––––Rank Family Score Rank Family Score 1 4 4 Manning & Napier Advisors $5,755Mutual Mutual fund72.54 Weightedfund Weighted26 US3 WorldUS6 WorldMixed4 TaxableMixed Taxable2 Tax-Exempt Tax-Exempt 1 V anguard Group Weighted75.09Weighted 1 Vanguard Group WeightedWeighted83.58 Rank2 4 5FamilyRank G uggenheimFamily Investments 40,034assets assets(bil)70.56 (bil) score 20 scoreEquity16 EquityEquity15 EquityEquity1 EquityBond 1 1 Bond Bond 2Bond VRankirtus Family RankInvestment Family Partners 72.67score score Rank2 FamilyRankVirtus Family Investment Partners score score76.81 3 1. 10Putnam 1. VanguardPutnam Investment Group Investment Management Management 1 ,836,704 $45.466.07 $45.4 74.54 8 74.5419 4 26 4 5 5 9 911 9 11 30 3 30 Pimco 1. JPMorgan 1. JPMorgan 776.230.69 76.23 31. MainStay P1.utnam MainStay Investment Funds Funds Management 75.94 75.9472.45 4 2. PIMCO/Allianz9 2. FidelityPIMCO/Allianz Management & Research 1,779,875 607.364.79 607.3 71.17 16 71.173324 338 8 8 5 53 35 3 18 4 18 L ord2. AbbettIvy 2. Investment Ivy Investment Management Management 675.989.30 75.98 42. Ivy T.2. InvestmentRowe Ivy InvestmentPrice Management Management 74.63 74.6371.71 5 Fidelity Management & Research 67.32 5 Pimco 69.99 5 73. 4The 3. MorHartfordThegan Hartford Stanley Investment 77,902 57.462.95 57.4 69.76 1 69.7610 2 21814 145191 192452 24 4 4 3. Delaware 3. Delaware Management Management 74.60 74.60 3. JPMorgan 3. JPMorgan 72.14 72.14 4. JPMorgan 4. ManagementJPMorgan 185.3 185.367.36 67.3612 1220 2012 12 7 7 48 6 48 MFS 4. InVirtus vestment4. Virtus Investment Management Investment Partners Partners 673.077.25 73.07 64. Delaware MFS4. Delaware Investment Management Management Management 71.39 71.3969.39 7 T. Rowe Price 65.09 7 Hartford Funds 67.67 6 5 5. 3Goldman 5. TransamericaGoldman Sachs SachsAsset & Co/GSAM Management & Co/GSAM 48,738 62.262.46 62.2 65.88 10 65.888 6 6259 254278 27172 3 17 10 10 5. Franklin 5. Franklin Templeton Templeton 71.34 71.34 5. MFS 5. InvestmentMFS Investment Management Management® ®71.36 71.36 8 BlackRock 65.00 8 BlackRock 67.24 7 4 6. 1Oppenheimer 6. LordOppenheimer Abbett Funds Funds 175,300 159.561.26 159.5 64.83 9 64.832531 253 7 4630 7 301030 10 2 2 6. PIMCO/Allianz 6. PIMCO/Allianz 70.61 70.61 9 Columbia Threadneedle Investments 64.63 96. Prudential Nuveen6. Prudential Investments Investments 69.50 69.5067.08 8 17. 5Aberdeen 7. BrinkAberdeener AssetCapital Asset Management Management 14,011 11.960.52 11.9 63.71 2 63.71209 207 2 5318 2 18154 8 15 57 57 7. Wells 7. Wells Fargo Fargo Funds Funds Management Management 70.56 70.56 10 PGIM Investments 64.08 107. Invesco Columbia7. Invesco Thr eadneedle Investments 69.28 69.2865.24 9 8. 28T Rowe8. AmericanT Rowe Price Century AsociatesPrice Asociates 154,321 371.660.50 371.6 63.36 18 63.3613 3 31934 3427 2 248 6 48 29 29 8. Invesco 8. Invesco 68.94 68.94 Investment Management 11 Nuveen 63.21 118. Wells Principal8. Wells Fargo G lobalFargo Funds Investors Funds Management Management 69.11 69.1164.48 9. MFS 9. MFSInvestment Investment Management Management® ®113.9 113.9 62.39 62.39 7 27 7 2716 1631 31 15 15 9. MFS 9. InvestmentMFS Investment Management Management® ®68.52 68.52 10 4 Columbia Threadneedle 179,658 59.90 13 32 14 15 42 12 Thrivent Mutual Funds 62.33 129. Vanguard John9. Vanguard Hancock Group Group 68.55 68.5564.32 10. TIAA-CREF 10. InTIAA-CREFvestments 61.9 61.961.94 61.9414 14 9 9 4 449 49 19 13 19 Natixis 10. RidgeWorth In10.vestment RidgeWorth Managers Funds Funds 668.152.14 68.15 1310. John 10.Fidelity HancockJohn Management Hancock Group Group & Research 68.09 68.0963.75 1111. Principal2 11. VirtusPrincipal ManagementInvestment Management Partners 48,912 106.259.41 106.2 61.47 28 61.473623 2329 1 293139 1319 4 19 21 14 21 P utnam11. Vanguard 11. Investment Vanguard Group Management Group 668.052.00 68.05 1411. T 11.PGIMRowe T InRowe Pricevestments AssociatesPrice Associates 67.29 67.2963.38 12 12. 20John 12. T .HancockJohn Rowe HancockPrice 761,480 115.759.38 115.7 60.52 32 60.521317 13364 362204 201633 16 40 15 40 Manning 12. Legg 12. & Napier LeggMason MasonA dvisors 667.351.34 67.35 1512. American 12.J.P. MorganAmerican Funds Asset Funds Management 67.12 67.1262.24 13 13. 25Lord 13. Sar AbbettLordatoga Abbett Capital & Co Management& Co 1,251 92.359.23 92.3 60.48 50 60.48554 552384 382 3 353 2 2 3 16 3 Har 13.tford John 13. Funds HancockJohn Hancock Group Group 6066.97.80 66.97 1613. Columbia 13.Wells Columbia Fargo Management Funds Management 66.94 66.9461.87 14 14. 53GE 14. Asset AmericanGE Asset Management Funds Management 2,290,068 16.358.93 16.3 59.34 43 59.3412 5 35 5 3 17 3 176018 60 50 17 50 T ransamerica14. Affiliated 14. Affiliated Asset Managers Management Managers Group Group 6066.42.36 66.42 1714. PIMCO/Allianz 14.Thriv PIMCO/Allianzent Mutual Funds 66.49 66.4961.72 18 Guggenheim Investments 60.17 18 American Funds 61.27 15 15. 23Franklin 15. JohnFranklin HancockTempleton Templeton 188,266 332.958.74 332.9 58.40 27 58.405422 541321 2117 6 640 5 5 36 36 15. T 15.Rowe T Rowe Price AssociatesPrice Associates 66.10 66.10 15. Franklin 15. Franklin Templeton Templeton 66.00 66.00 19 Wells Fargo Funds 59.45 19 Federated Investors 60.74 16 16. 7 2Dimensional 16. FirstDimensional Trust AdvisorsFund FundAdvisors Advisors 33,377 157.058.07 157.0 57.90 4 57.9043 1 11233 334023 23533 9 53 52 52 16. Waddell 16. Waddell & Reed & ReedInvestment Investment Mgmt Mgmt 65.53 65.53 16. Eaton 16. Eaton Vance Vance Management Management 64.19 64.19 20 Federated Investors 58.39 20 DWS Group 59.57 1717. 45Columbia 17. ThrivColumbiaent Management Mutual Management Funds 30,089 135.757.97 135.7 56.18 6 56.184619 192240 401921 21252 4 25 25 25 17. Prudential 17. Prudential Investments Investments 62.31 62.31 17. RidgeWorth 17. RidgeWorth Funds Funds 62.54 62.54 18. Legg 18. LeggMason Mason 93.4 93.455.98 55.9826 2660 6015 15 9 9 12 21 12 Principal Global Investors 57.78 21 Lord Abbett 58.54 18 13 BlackRock 340,679 57.69 24 15 21 18 47 18. Columbia 18. Columbia Management Management Co Co 60.89 60.89 18. Oppenheimer 18. Oppenheimer Funds Funds 62.45 62.45 22 American Funds 57.57 22 Amundi Pioneer Asset Management 58.06 19. PNC 19. FundsPNC Funds 2.5 2.555.43 55.4331 31 1 10 1 1057 57 56 56 19. Nuveen 19. Nuveen Fund FundAdvisors Advisors 60.52 60.52 19. Fidelity 19. Fidelity Management Management & Research & Research 61.77 61.77 19 6 Nuveen 233,819 57.19 14 7 16 47 32 23 J.P. Morgan Asset Management 57.52 23 Delaware Management 57.88 20. Invesco 20. Invesco 157.2 157.255.15 55.1516 1652 5228 2813 13 23 23 20. MainStay 20. MainStay Funds Funds 60.40 60.40 20. BlackRock 20. BlackRock 60.91 60.91 20 52 AssetMark 3,952 56.21 3 52 31 13 36 24 John Hancock 57.23 24 AllianceBernstein 56.73 21. USAA 21. USAA Asset Asset Management Management 41.4 41.454.92 54.9238 3816 1650 5018 18 8 8 21. Lord 21. AbbettLord Abbett & Co & Co 60.32 60.32 21. Waddell 21. Waddell & Reed & ReedInvst InvstMgmt Mgmt 60.42 60.42 21 21 PGIM Investments 163,978 55.94 7 1 52 42 27 25 Amundi Pioneer Asset Management 54.75 25 Victory Capital Management* 56.48 22. Fidelity 22. Fidelity Management Management & Research & Research 970.6 970.654.86 54.86 8 815 1549 4942 42 35 35 22. HighMark 22. HighMark Capital Capital Management Management 59.20 59.20 22. Lord 22. AbbettLord Abbett & Co & Co 59.14 59.14 22 8 Putnam Investment Management 82,302 55.78 11 26 20 41 26 26 DWS Group 54.56 26 Goldman Sachs Asset Management 56.04 23. American 23. American Funds Funds 939.9 939.954.32 54.3211 1118 1832 3251 51 28 28 23. BNY 23. Mellon/DreyfusBNY Mellon/Dreyfus 57.44 57.44 23. Principal 23. Principal Management Management Corp Corp 59.07 59.07 23 46 SIT Investment Associates 1,826 55.22 21 6 2 52 49 27 American Century Investment Mgmt 53.38 27 Franklin Templeton Investments 55.22 24. Ivy 24. Investment Ivy Investment Management Management 47.0 47.053.64 53.6444 4456 56 1 112 12 54 54 24. BlackRock 24. BlackRock 57.31 57.31 24. Federated 24. Federated Investors Investors 58.78 58.78 24 8 1 J.P. Morgan Asset Management 454,621 55.16 12 18 29 34 29 28 Affiliated Managers Group 52.95 28 MainStay Funds 53.98 25. Waddell 25. Waddell & Reed & ReedInvst InvstMgmt Mgmt 20.5 20.553.23 53.2327 2745 4511 1128 28 49 49 25. Charles 25. Charles Schwab Schwab Invst InvstMgmt Mgmt 56.13 56.13 2925. Goldman 25.Guggenheim Goldman Sachs Investments Sachs & Co/GSAM & Co/GSAM 57.53 57.5353.56 25 2 4 UBS Asset Management 12,563 55.00 23 37 10 43 10 29 Franklin Templeton Investments 52.28 26. UBS 26. GlobalUBS Global Asset Asset Management Management 10.1 10.153.17 53.1730 3044 4414 1426 26 46 30 46 MainSta 26. Manning 26.y Funds Manning & Napier & Napier Advisors Advisors 554.961.30 54.96 3026. Virtus 26.Ivy InvestmentVirtus Investment Investment Management Partners Partners 56.72 56.7253.05 26 9 2 BNY Mellon Investment Management 63,649 54.41 5 34 38 32 25 27. Prudential 27. Prudential Investments Investments 38.7 38.752.91 52.9135 3519 1945 4521 21 34 31 34 BNY 27. MellonPutnam 27. PutnamInvestment Investment Investment Management Management Management 5054.80 .76 54.80 3127. AllianceBernstein 27.Eaton AllianceBernstein Vance 55.14 55.1452.17 27 26 Amundi Pioneer Asset Management 46,209 53.07 34 2 36 38 28 28. Thrivent 28. Thrivent Financial Financial Lutherans Lutherans 14.4 14.452.79 52.7947 4713 1329 2920 20 42 32 42 Iv 28.y Investment First 28. InvestorsFirst Management Investors Management Management 454.619.80 54.61 3228. State 28.American StateFarm CenturyFarmInvestment Investment Investment Mgmt MgmtMgmt 54.90 54.9051.90 28 15 Wells Fargo Funds $88,736 52.93 19 28 44 9 44 29. First 29. InvestorsFirst Investors Management Management 6.5 6.552.11 52.1124 2430 30 8 856 56 39 33 39 Goldman 29. TIAA-CREF 29. Sachs TIAA-CREF Asset Management 454.589.54 54.58 3329. Legg 29.Invesco LeggMason Mason 54.64 54.6451.81 29 8 3 Pimco 415,290 51.95 17 51 25 29 5 30. Afflilated 30. Afflilated Managers Managers Group Group 59.5 59.552.03 52.0357 5711 1133 33 8 8 20 34 20 Dimensional 30. Oppenheimer 30. Oppenheimer Fund Advisors Funds Funds 454.279.52 54.27 3430. Nuveen 30.Dimensional Nuveen Fund F FundAdvisorsund Advisors Advisors 54.24 54.2451.75 30 2 3 Ivy Investment Management 60,875 51.78 38 20 17 35 34 31. Vanguard 31. Vanguard Group Group 1,620.71,620.7 51.46 51.4615 1528 2844 4447 47 26 35 26 Dela 31.ware American 31. Management American Century Century Invst InvstMgmt Mgmt 454.219.22 54.21 3531. The 31.Neuber Hartford Theger Hartford Berman 50.85 50.8551.01 31 1 3 Delaware Management 64,045 51.53 41 14 51 6 1 32. RidgeWorth 32. RidgeWorth Funds Funds 18.7 18.751.40 51.4010 1017 1759 5946 46 14 36 14 AllianceBernstein 32. Eaton 32. Eaton Vance Vance Management Management 453.098.26 53.09 3632. American 32.USAA American Investments* Century Century Invst InvstMgmt Mgmt 49.32 49.3250.59 32 33. 30Nuveen 33. FederatedNuveen Fund Investors FundAdvisors Advisors 84,141 37.251.41 37.251.19 47 51.194111 415833 58377 37 645 6 6 37 6 E aton33. DimensionalVance 33. Dimensional Mgmt Mgmt Fund FundAdvisers Advisers 452.35 8.18 52.35 3733. Pioneer 33.Affiliated Pioneer Investment Managers Investment Management Group Management 48.66 48.6649.46 38 Invesco 47.63 38 State Street Bank & Trust 49.03 33 34. BMO 334. D WSBMOAsset Group Asset Management Management 30,427 505.5.36 5.551.15 42 51.151721 174723 472351 5127 3 7 27 11 11 34. Principal 34. Principal Management Management 52.34 52.34 34. USAA 34. USAA Asset Asset Management Management 46.84 46.84 39 Saratoga Capital Management 47.43 39 BNY Mellon Investment Management 48.63 34 35. Calvert 135. MFSCalvert Investments Investment Investments Management 370,531 8.949.79 8.950.14 36 50.142239 22412 7 415812 5814 3 8 14 47 47 35. Aberdeen 35. Aberdeen Asset Asset Management Management 52.33 52.33 35. Charles 35. Charles Schwab Schwab Investment Investment Mgmt Mgmt 45.48 45.48 40 AssetMark 46.85 40 Northern Trust Investments 47.77 35 36. 1 AllianceBernstein1 36. NatixisAllianceBernstein Investment Managers 151,678 48.449.49 48.4 49.30 45 49.30 95 95434 544831 4834 5 1 34 43 43 36. Fidelity 36. Fidelity Management Management & Research & Research 51.67 51.67 36. Putnam 36. Putnam Investment Investment Management Management 43.87 43.87 41 Victory Capital Management* 46.50 41 UBS Asset Management 46.91 36 37. 9 4Virtus 37. AffiliatedVirtus Investment Investment Managers Partners Group Partners 88,905 23.849.38 23.8 49.24 30 49.246040 60221 1 224359 35 1 7 1 44 44 37. USAA 37. USAA Asset Asset Management Management 50.48 50.48 37. UBS 37. GlobalUBS Global Asset Asset Management Management 43.60 43.60 42 SIT Investment Associates 46.11 42 SEI Group 45.92 37 38. BNY12 38. HarMellon/DreyfusBNYtford Mellon/Dreyfus Funds 114,072 58.048.78 58.0 47.82 25 47.823227 323146 312553 5333 12 33 33 33 38. State 38. StateFarm FarmInvestment Investment Mgmt Mgmt 49.97 49.97 38. Northern 38. Northern Trust TrustInvestment Investment 42.34 42.34 43 SEI Group 45.60 43 Manning & Napier Advisors 36.65 38 39. 36BlackRock 39. NeuberBlackRock ger Berman 38,096 556.048.40 556.0 47.44 35 47.442948 29483 2 484210 4229 4 3 29 31 31 44 Neuber 39. Guggenheim ger39. BermanGuggenheim Investments Investments 449.714.80 49.71 4439. BNY 39.Russell Mellon/DreyfusBNY Investments Mellon/Dreyfus 41.47 41.4730.44 40. Eaton 40. Eaton Vance Vance Management Management 38.70 38.7046.89 46.8949 4923 2340 4030 30 22 22 39 34 Goldman Sachs Asset Management 120,060 48.01 37 38 39 14 22 45 US 40.AA GoldmanInvestments* 40. Goldman Sachs Sachs & Co/GSAM & Co/GSAM 449.453.78 49.45 40. Russell 40. Russell Investment Investment Group Group 40.53 40.53 40 41. DWS 741. Stat DWSInvestmentse Street Investments Bank & Trust 22,867 38.747.96 38.7 46.89 49 46.894947 4923 5 233040 4030 3 1 30 22 46 22 UB 41.S AssetCalvert 41. ManagementCalvert Investments Investments 449.322.88 49.32 41. DWS 41. DWSInvestments Investments 39.37 39.37 41 42. 22Charles 42. InvescoCharles Schwab Schwab Invst InvstManagement Management3 24,250 38.047.28 38.0 46.83 39 46.832125 212445 242034 3461 20 61 16 47 16 Stat 42.e StreetAmerican 42. American Bank Funds & Trust Funds 449.312.57 49.31 42. First 42. InvestorsFirst Investors Management Management 37.72 37.72 42 43. Manning 543. PrincipalManning & GNapierlobal & InvestorsNapier Advisors Advisors 183,536 18.047.16 18.046.69 46 46.693930 393228 322831 3132 21 32 61 48 61 Nor 43.thern Northern 43. Trust Northern Investments Trust TrustInvst Invst 448.861.82 48.86 43. GE 43. Asset GE Asset Management Management 37.28 37.28 43 44. 9 3SEI 44. Group MainStaSEI Group y Funds 66,624 26.146.44 26.1 45.45 29 45.453444 34533 7 534137 4135 3 35 24 49 24 BMO 44. AAllianceBernstein sset44. ManagementAllianceBernstein 4046.94.28 46.94 44. Calvert 44. Calvert Investments Investments 36.06 36.06 44 45. 3 4American 45. USAmericanAA Investments** Century Century Invst InvstMgmt Mgmt 60,434 92.045.25 92.0 44.59 22 44.594345 43124 8 124621 4659 1 4 59 27 50 27 R ussell45. UBS 45.Investments GlobalUBS Global Asset Asset Management Management 345.467.77 45.46 45. PNC 45. FundsPNC Funds 31.92 31.92 45 46. 8 4Federated 46. FranklinFederated InvestorsTempleton Investors Investments 472,488 48.844.74 48.8 44.52 33 44.525035 50104 9 102652 5241 1 7 41 32 32 46. Federated 46. Federated Investors Investors 43.32 43.32 46. SEI 46. Group SEI Group 29.23 29.23 46 47. 4 2HighMark 47. NorHighMarkthern Capital Trust Capital Investments Management Management 28 ,110 2.743.75 2.743.76 53 43.765223 5240 6 4716 6 4743 16 43 55 55 47. PNC 47. FundsPNC Funds 42.35 42.35 48. Genworth 48. Genworth Financial Financial Wealth Wealth Mgmt Mgmt 47 7 3 SEI Group 97,141 2.942.75 2.943.56 48 43.563650 36434 2 433811 3838 13 38 52 52 48. GE 48. Asset GE Asset Management Management 42.25 42.25 49. Delaware 49. Delaware Management Management 33.5 33.541.98 41.9842 4251 5122 2255 55 9 9 48 33 Eaton Vance 106,755 42.36 52 29 30 33 19 49. SEI 49. Group SEI Group 41.59 41.59 50. Wells 50. Wells Fargo Fargo Funds Funds Management Management 91.1 91.141.72 41.7228 2855 5556 5639 39 17 17 49 7 1 Victory Capital Management** 36,030 42.32 44 33 50 22 8 50. The 50. Hartford The Hartford 41.07 41.07 51. State 51. StateStreet Street Bank Bank& Trust & Trust 66.2 66.241.45 41.4556 5649 49 7 745 45 38 38 50 50 Russell Investments 35,848 40.49 15 42 53 45 41 51. DWS 51. DWSInvestments Investments 39.28 39.28 52. Lazard 52. Lazard Asset Asset Management Management 19.5 19.540.57 40.5748 48 4 55 4 5558 58 62 62 52. Pioneer 52. Pioneer Investment Investment Management Management 37.88 37.88 51 1 4 Dimensional Fund Advisors 449,162 38.55 40 41 41 44 50 53. Neuberger 53. Neuberger Berman Berman Management Management 28.1 28.140.25 40.2558 5837 3726 2637 37 37 37 53. Russell 53. Russell Investment Investment Group Group 32.13 32.13 52 40 AllianceBernstein 99,610 35.97 31 49 47 50 15 54. Northern 54. Northern Trust TrustInvestments Investments 33.6 33.640.08 40.0845 4539 3954 5440 40 41 41 53 55 BMO Asset Management 7,860 32.36 51 53 43 36 46 55. Russell 55. Russell Investment Investment Group Group 36.9 36.939.69 39.6940 4050 5036 3650 50 51 51 56. MainStay 56. MainStay Funds Funds 47.9 47.939.54 39.5453 5346 4624 2454 54 5 5 57. Guggenheim 57. Guggenheim Investments Investments 16.2 16.239.47 39.4718 1861 6161 6136 36 13 13 58. Frost 58. FrostInvestment Investment Advisors Advisors 2.7 2.739.15 39.1562 6257 5725 25 4 4 60 60 © 2021 Dow Jones & Co. Inc. 59. Victory 59. Victory Capital Capital Management Management 7.4 7.436.11 36.1146 4635 3557 5752 52 59 59 Licensed Use: Web post, email and social media 60. Pioneer 60. Pioneer Investment Investment Management Management 32.0 32.035.48 35.4861 6159 5939 3923 23 1 1 Licensed To: MFS Investment Management 61. State 61. StateFarm FarmInvestment Investment Management Management 12.8 12.834.37 34.3759 5942 4260 6022 22 45 45 Expiration Date: 2-23-22 Source:Source: Lipper Lipper 62. Madison 62. Madison Investment Investment Advisors Advisors 0.6 0.617.43 17.4351 5162 6262 6262 62 58 58

NOTNOT FDIC FDIC INSURED INSURED • MAY • MAY LOSE LOSE VALUE VALUE • NO • BANKNO BANK GUARANTEE GUARANTEE See Seethe thereverse reverse side side for otherfor other important important information. information. How We Rank the Fund Families

All mutual and exchange-traded funds are required to report their returns (to regulators as well as in advertising and marketing material) after fees are deducted, to better reflect what investors would actually experience. But our aim is to measure manager skill, independent of expenses beyond annual management fees. That’s why we calculate returns before any 12b-1 fees are deducted. Similarly, fund loads, or sales charges, aren’t included in our calculation of returns. Each fund’s performance is measured against all of the other funds in its Refinitiv Lipper category, with a percentile ranking of 100 being the highest and one the lowest. This result is then weighted by asset size, relative to the fund family’s other assets in its general classification. If a family’s biggest funds do well, that boosts its overall ranking; poor performance in its biggest funds hurts a firm’s ranking. To be included in the ranking, a firm must have at least three funds in the general equity category, one world equity, one mixed equity (such as a balanced or target-date fund), two taxable bond funds, and one national tax-exempt bond fund. Single-sector and country equity funds are factored into the rankings as general equity. We exclude all passive index funds, including pure index, enhanced index, and index-based, but include actively managed ETFs and so-called smart- beta ETFs, which are passively managed but created from active strategies. Finally, the score is multiplied by the weighting of its general classification, as determined by the entire Lipper universe of funds. The category weightings for the one-year results in 2020 were general equity, 35.6%; mixed asset, 20.7%; world equity, 17.3%; taxable bond, 21.9%; and tax-exempt bond, 4.8%. The category weightings for the five-year results were general equity, 36.2%; mixed asset, 20.9%; world equity, 16.9%; taxable bond, 21.6%; and tax-exempt bond, 4.4%. For the 10-year list, they were general equity, 37.5%; mixed asset, 19.5%; world equity, 17.3; taxable bond, 20.8%; and tax-exempt bond, 4.8%. The scoring: Say a fund in the general U.S. equity category has $500 million in assets, accounting for half of the firm’s assets in that category, and its performance lands it in the 75th percentile for the category. The first calculation would be 75 times 0.5, which comes to 37.5. That score is then multiplied by 35.6%, general equity’s overall weighting in Lipper’s uni- verse. So it would be 37.5 times 0.356, which equals 13.35. Similar calculations are done for each fund in our study. Then the numbers are added for each category and overall. The shop with the highest total score wins. The same process is repeated to determine the five- and 10-year rankings.

For additional information please contact your investment professional or visit us online at mfs.com. Investment professionals can contact their MFS representative at 1-800-343-2829.

*For the 13th straight year, MFS has been ranked in the top 10 fund families for at least one of the 1-, 5-, or 10-year periods. Keep in mind that all investments, including mutual funds, carry a certain amount of risk, including the possible loss of the principal amount invested. Past performance is no guarantee of future results. Keep in mind that a high relative ranking does not always mean the fund achieved a positive return during the period. Before investing, consider the fund’s investment objectives, risks, charges, and expenses. For a prospectus or summary prospectus containing this and other information, contact your investment professional or view online at mfs.com. Please read it carefully.

MFS Fund Distributors, Inc., Boston, MA MFSP-BARRANK-FLY-2/21 17842.15

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