Medalist Funds Target Date Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating Manning & Napier Target 2055 I MTZIX Target-Date 2055 ´ Average Manning & Napier Target Income I MTDIX Target-Date Retirement ´ MFS Lifetime 2020 I MFLIX Target-Date 2020 MFS Lifetime 2025 I LTTIX * Closed to New Investors 1Yr 3Yr 5Yr QQ 14.16 3.30 10.65 No Average QQ 5.74 1.79 4.59 No ´ Below Average QQQQ 6.76 3.67 6.72 No Target-Date 2025 ´ Below Average QQQ 9.51 4.43 MFS Lifetime 2030 I MLTIX Target-Date 2030 ´ Below Average QQQQ 12.71 5.21 MFS Lifetime 2035 I LFEDX Target-Date 2035 ´ Below Average QQQQ 14.12 5.66 MFS Lifetime 2040 I MLFIX Target-Date 2040 ´ Below Average QQQQ 14.99 5.88 MFS Lifetime 2045 I LTMKX Target-Date 2045 ´ Below Average QQQQ 15.64 6.08 MFS Lifetime 2050 I MFFIX Target-Date 2050 ´ Below Average QQQQ 15.54 6.05 MFS Lifetime 2055 I LFIIX Target-Date 2055 ´ Below Average QQQQ 15.00 5.91 MFS Lifetime Income I MLLIX Target-Date Retirement ´ Below Average QQQQ 5.07 3.07 4.73 No Principal LifeTime 2010 Instl PTTIX Target-Date 2000-2010 ´ Average QQ 7.77 3.29 6.27 No Principal LifeTime 2015 Instl LTINX Target-Date 2015 ´ Average QQQ 9.32 3.70 7.12 No Principal LifeTime 2020 Instl PLWIX Target-Date 2020 ´ Average QQQ 10.58 4.09 8.02 No Principal LifeTime 2025 Instl LTSTX Target-Date 2025 ´ Average QQQQ 11.99 4.48 8.65 No Principal LifeTime 2030 Instl PMTIX Target-Date 2030 ´ Below Average QQQ 13.10 4.73 9.20 No Principal LifeTime 2035 Instl LTIUX Target-Date 2035 ´ Below Average QQQ 13.88 4.82 9.67 No Principal LifeTime 2040 Instl PTDIX Target-Date 2040 ´ Below Average QQQ 14.76 5.02 10.07 No Principal LifeTime 2045 Instl LTRIX Target-Date 2045 ´ Average QQQ 15.31 5.13 10.36 No Principal LifeTime 2050 Instl PPLIX Target-Date 2050 ´ Below Average QQQ 15.92 5.24 10.62 No Principal LifeTime 2055 Instl LTFIX Target-Date 2055 ´ Average QQQ 16.32 5.33 10.68 No Principal LifeTime Strategic Inc Instl PLSIX Target-Date Retirement ´ Below Average QQQ 5.47 2.75 4.57 No T. Rowe Price Retire 2005 TRRFX Target-Date 2000-2010 „ Average QQQQ 7.75 3.70 6.37 No T. Rowe Price Retire 2010 TRRAX Target-Date 2000-2010 „ Below Average QQQQ 8.69 4.02 7.10 No T. Rowe Price Retire 2015 TRRGX Target-Date 2015 „ Below Average QQQQQ 10.50 4.53 8.23 No T. Rowe Price Retire 2020 TRRBX Target-Date 2020 „ Below Average QQQQQ 12.67 5.10 9.27 No T. Rowe Price Retire 2025 TRRHX Target-Date 2025 „ Average QQQQQ 14.59 5.57 10.21 No T. Rowe Price Retire 2030 TRRCX Target-Date 2030 „ Below Average QQQQQ 16.29 6.01 11.01 No T. Rowe Price Retire 2035 TRRJX Target-Date 2035 „ Average QQQQQ 17.70 6.29 11.57 No T. Rowe Price Retire 2040 TRRDX Target-Date 2040 „ Average QQQQQ 18.85 6.51 11.93 No T. Rowe Price Retire 2045 TRRKX Target-Date 2045 „ Average QQQQQ 19.14 6.60 11.99 No T. Rowe Price Retire 2050 TRRMX Target-Date 2050 „ Below Average QQQQQ 19.15 6.60 12.00 No T. Rowe Price Retire 2055 TRRNX Target-Date 2055 „ Average QQQQQ 19.14 6.60 11.97 No TIAA-CREF Lifecycle 2010 Retire TCLEX Target-Date 2000-2010 ´ Average QQQQ 9.24 4.12 6.91 No TIAA-CREF Lifecycle 2015 Retire TCLIX Target-Date 2015 ´ Below Average QQQQ 10.26 4.39 7.56 No TIAA-CREF Lifecycle 2020 Retire TCLTX Target-Date 2020 ´ Below Average QQQQ 11.59 4.71 8.38 No No 10.04 No No 11.12 No No 11.20 No No *Funds closed to new investors may still be accepting money from existing fundholders. global.morningstar.com/Morningstarmagazine 25http://global.morningstar.com/Morningstarmagazine