Ranked 1 out of 106 Funds in the Large-Cap Value Category (the “Category”) for 2017 on 3/27/2017. Ranked 1 out of 107 in the Category for 2018 on 4/5/2018. Ranked 1 out of 108 Funds in the Category for 2019 on 3/1/2019. Ranked 1 out of 105 Funds in the Category for 2020 on 3/1/2020. Ranked 1 out of 89 in the Category for 2021 on 3/5/2021. Based on historical risk-adjusted returns.
Refinitiv Lipper Fund AwardsThe Refinitiv Lipper Fund Awards, granted annually, highlight funds and fund companies that have excelled in delivering consistently strong risk‐adjusted performance relative to their peers. The Refinitiv Lipper Fund Awards are based on the Refinitiv Lipper Leader for Consistent Return rating, which is a risk‐adjusted performance measure calculated over 36, 60 and 120 months. The fund with the highest Refinitiv Lipper Leader for Consistent Return (Effective Return) value in each eligible classification wins the Refinitiv Lipper Fund Award. For more information, see www.lipperfundawards.com. Although Refinitiv makes reasonable efforts to ensure the accuracy and reliability of the data contained herein, the accuracy is not guaranteed by Refinitiv. ©2022 Refinitiv. All rights reserved. Used by permission and protected by the Copyright Laws of the United States. The printing, copying, redistribution, or retransmission of this Content without express written permission is prohibited.