LEGACY HEALTH SYSTEM. Investment Performance as of May 31, 2016 RETIREMENT PLAN SERVICES
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1 RETIREMENT PLAN SERVICES LEGACY HEALTH SYSTEM Investment Performance as of May 31, 2016 Lincoln Alliance program LCN For plan sponsor use only. Not for use with plan participants Lincoln National Corporation
2 The performance data quoted represents past performance; past performance does not guarantee future results. Investment returns and principal value will fluctuate so your account balance, when redeemed, may be worth more or less than your original cost. Current performance may be lower or higher than the performance data quoted. Instances of high doubledigit returns are highly unusual and cannot be sustained. Investors should be aware that returns vary due to market conditions. Fees and expenses reduce the assets allocated to your investment under the plan, ultimately lowering the net rate of return. Please obtain performance data for the most recent month end by visiting and requesting a quote using the appropriate ticker symbol. For the performance of collective trusts, please call Hueler Stable Value ** Lincoln Stable Value IntermediateTerm Bond Barclays US Agg Bond TR USD Baird Core Plus Bond Inst BCOIX ÙÙÙÙÙ Month YTD Year Year Year /29/ Metropolitan West Total Return Bond I MWTIX ÙÙÙÙÙ /31/ PIMCO Total Return Instl PTTRX ÙÙÙÙ /11/1987 LCN
3 InflationProtected Bond Barclays US Treasury US TIPS TR USD VIPIX ÙÙÙÙÙ 1 Month YTD 1 Year 3 Year 5 Year /12/ Target Lifetime Mod 2060 TR USD Vanguard Target Retirement 2060 Inv VTTSX Target Retirement Lifetime Mod Incm TR USD Vanguard Target Retirement Income Inv VTINX ÙÙÙÙÙ /19/ /27/2003 Target Lifetime Mod 2010 TR USD Vanguard Target Retirement 2010 Inv VTENX ÙÙÙÙ /7/ Target 2015 Lifetime Mod 2015 TR USD Vanguard Target Retirement 2015 Inv VTXVX ÙÙÙÙÙ /27/ LCN
4 1 Month YTD 1 Year 3 Year 5 Year Target Lifetime Mod 2020 TR USD Vanguard Target Retirement 2020 Inv VTWNX ÙÙÙÙÙ /7/ Target 2025 Lifetime Mod 2025 TR USD Vanguard Target Retirement 2025 Inv VTTVX ÙÙÙÙÙ /27/ Target 2030 Lifetime Mod 2030 TR USD Vanguard Target Retirement 2030 Inv VTHRX ÙÙÙÙ /7/ Target 2035 Lifetime Mod 2035 TR USD Vanguard Target Retirement 2035 Inv VTTHX ÙÙÙÙ /27/ Target 2040 Lifetime Mod 2040 TR USD Vanguard Target Retirement 2040 Inv VFORX ÙÙÙÙ /7/ LCN
5 1 Month YTD 1 Year 3 Year 5 Year Target Lifetime Mod 2045 TR USD Vanguard Target Retirement 2045 Inv VTIVX ÙÙÙÙ /27/ Target 2050 Lifetime Mod 2050 TR USD Vanguard Target Retirement 2050 Inv VFIFX ÙÙÙÙ /7/ Target 2055 Lifetime Mod 2055 TR USD Vanguard Target Retirement 2055 Inv VFFVX /18/ Large Value Russell 1000 Value TR USD American Funds Washington Mutual R6 RWMGX ÙÙÙÙÙ /1/ Large Blend Russell 1000 TR USD Vanguard Institutional I VINIX ÙÙÙÙÙ /31/ LCN
6 1 Month YTD 1 Year 3 Year 5 Year Large Growth Russell 1000 Growth TR USD Neuberger Berman Socially Rspns Inv NBSRX ÙÙÙ /16/ T. Rowe Price Growth Stock PRGFX ÙÙÙÙ /11/ MidCap Value Russell Mid Cap Value TR USD Vanguard Selected Value Inv VASVX ÙÙÙÙ /15/ MidCap Blend Russell Mid Cap TR USD Vanguard Mid Cap I VMCIX ÙÙÙÙ /21/ MidCap Growth Russell Mid Cap Growth TR USD Victory Munder MidCap Core Growth Y MGOYX ÙÙÙ /24/ LCN
7 1 Month YTD 1 Year 3 Year 5 Year Small Value Russell 2000 Value TR USD Victory Integrity SmallCap Value R6 MVSSX ÙÙÙÙ /1/ Small Blend Russell 2000 TR USD Vanguard Small Cap I VSCIX ÙÙÙÙ Small Growth Russell 2000 Growth TR USD T. Rowe Price New Horizons PRNHX ÙÙÙÙÙ /7/1997 6/3/1960 World Stock MSCI ACWI NR USD American Funds New Perspective A LW ANWPX ÙÙÙÙÙ // American Funds New Perspective R4 RNPEX ÙÙÙÙÙ /28/ LCN
8 1 Month YTD 1 Year 3 Year 5 Year Foreign Large Blend MSCI ACWI Ex USA NR USD Vanguard Total Intl Stock I VTSNX ÙÙ /29/2010 Foreign Large Growth MSCI ACWI Ex USA Growth NR USD American Funds Europacific Growth A LW AEPGX ÙÙÙ /16/ American Funds Europacific Growth R4 REREX ÙÙÙ /7/2002 LCN
Returns Analysis Performance as of 9/30/2018
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Money Market Ratio FDRXX Fidelity Cash Reserves NA 0.37% 0.37% 0.01 0.01 0.01 0.02 0.05 N/A TIAA-CREF Money Market Account 0.005% 0.390% 0.395% 0.00 0.00 0.00 0.00 0.00 Citigroup 3-month Treasury Bill
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CASH AND EQUIVALENTS - MONEY MARKET Vanguard Federal Money Market Investor 0.54% 1.78% 0.81% 0.30% 0.04% 0.01% 0.02% 1.78% 0.96% 0.59% 0.34% ICE BofA ML US Treasury Bill 3 Mon USD 0.56% 1.87% 0.86% 0.33%
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