Data Dashboard Medalist Funds Target Date Annualized Total Return % Name Morningstar Category Morningstar Analyst Rating Morningstar Fee Level Morningstar Rating Fidelity Freedom® Index 2020 Inv FPIFX Target-Date 2020 ´ Low Fidelity Freedom® Index 2025 Inv FQIFX Target-Date 2025 ´ Fidelity Freedom® Index 2030 Inv FXIFX Target-Date 2030 Fidelity Freedom® Index 2035 Inv FIHFX * Closed to New Investors 1Yr 3Yr 5Yr QQQ 10.38 4.37 6.93 No Low QQQ 11.51 4.66 7.97 No ´ Low QQQ 14.38 5.33 8.76 No Target-Date 2035 ´ Low QQQ 16.49 5.78 9.71 No Fidelity Freedom® Index 2040 Inv FBIFX Target-Date 2040 ´ Low QQQ 16.57 5.81 9.81 No Fidelity Freedom® Index 2045 Inv FIOFX Target-Date 2045 ´ Low QQQ 16.56 5.80 9.92 No Fidelity Freedom® Index 2050 Inv FIPFX Target-Date 2050 ´ Low QQQ 16.50 5.81 9.98 No Fidelity Freedom® Index 2055 Inv FDEWX Target-Date 2055 ´ Low QQ 16.51 5.78 10.18 No Fidelity Freedom® Index Income Inv FIKFX Target-Date Retirement ´ Low QQ 3.94 2.43 3.23 No JHancock Multimanager 2010 Lifetime JLAOX Target-Date 2000-2010 ´ Below Average QQQ 9.30 3.75 6.77 No JHancock Multimanager 2015 Lifetime JLBOX Target-Date 2015 ´ Below Average QQQ 10.60 4.06 7.53 No JHancock Multimanager 2020 Lifetime JLDOX Target-Date 2020 ´ Below Average QQQQ 12.41 4.50 8.48 No JHancock Multimanager 2025 Lifetime JLEOX Target-Date 2025 ´ Below Average QQQ 14.39 5.00 9.50 No JHancock Multimanager 2030 Lifetime JLFOX Target-Date 2030 ´ Below Average QQQQ 16.29 5.33 10.22 No JHancock Multimanager 2035 Lifetime JLHOX Target-Date 2035 ´ Below Average QQQ 17.51 5.58 10.73 No JHancock Multimanager 2040 Lifetime JLIOX Target-Date 2040 ´ Below Average QQQ 18.35 5.80 10.91 No JHancock Multimanager 2045 Lifetime JLJOX Target-Date 2045 ´ Below Average QQQ 18.36 5.82 10.92 No JHancock Multimanager 2050 Lifetime JLKOX Target-Date 2050 ´ Below Average QQQQ 18.45 5.81 10.94 No JHancock Multimanager 2055 Lifetime JLKTX Target-Date 2055 ´ Below Average QQQ 18.37 5.83 JPMorgan SmartRetirement® 2020 R5 JTTIX Target-Date 2020 „ Below Average QQQQQ 9.80 4.49 7.90 No JPMorgan SmartRetirement® 2025 R5 JNSIX Target-Date 2025 „ Below Average QQQQ 11.69 4.98 9.02 No JPMorgan SmartRetirement® 2030 R5 JSMIX Target-Date 2030 „ Below Average QQQQQ 13.51 5.26 9.87 No JPMorgan SmartRetirement® 2035 R5 SRJIX Target-Date 2035 „ Below Average QQQQ 14.87 5.50 10.56 No JPMorgan SmartRetirement® 2040 R5 SMTIX Target-Date 2040 „ Below Average QQQQ 16.22 5.74 10.92 No JPMorgan SmartRetirement® 2045 R5 JSAIX Target-Date 2045 „ Below Average QQQQ 16.36 5.79 10.96 No JPMorgan SmartRetirement® 2050 R5 JTSIX Target-Date 2050 „ Below Average QQQQ 16.18 5.76 10.91 No JPMorgan SmartRetirement® 2055 R5 JFFIX Target-Date 2055 „ Below Average QQQQ 16.23 5.78 10.98 No JPMorgan SmartRetirement® Income JSIIX Target-Date Retirement „ Below Average QQQQ 7.32 3.43 5.57 No Manning & Napier Target 2015 I MTJIX Target-Date 2015 ´ Average QQ 6.57 1.18 5.69 No Manning & Napier Target 2020 I MTNIX Target-Date 2020 ´ Average QQ 7.66 1.44 6.42 No Manning & Napier Target 2025 I MTOAX Target-Date 2025 ´ Average QQ 8.72 1.58 7.34 No Manning & Napier Target 2030 I MTPIX Target-Date 2030 ´ Average QQ 10.25 2.08 8.32 No Manning & Napier Target 2035 I MTQIX Target-Date 2035 ´ Average QQ 11.49 2.42 9.10 No Manning & Napier Target 2040 I MTTIX Target-Date 2040 ´ Average QQ 12.57 2.71 9.95 No Manning & Napier Target 2045 I MTUIX Target-Date 2045 ´ Average QQ 13.67 3.08 10.31 No Manning & Napier Target 2050 I MTYIX Target-Date 2050 ´ Average QQ 14.14 3.24 10.62 No 24 No