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Data reflects past performance for Investor Class shares. Redemption value may be more or less than original cost. For additional share class information, consult the prospectus.

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    Money Market Fund: An investment in the fund is neither insured nor guaranteed by the Federal Deposit Insurance Corporation or any other government agency. Although the fund seeks to preserve the value of your investment at $1 per share, it is possible to lose money by investing in the fund.

    For each fund with at least a three-year history, Morningstar calculates a Morningstar RatingTM based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a fund's monthly performance (including the effects of sales charges, loads and redemption fees), placing more emphasis on downward variations and rewarding consistent performance. Morningstar ratings are based upon Investor class of shares, unless otherwise indicated. The top 10% of funds in each category receive 5 stars, the next 22.5% receive 4 stars, the next 35% receive 3 stars, the next 22.5% receive 2 stars and the bottom 10% receive 1 star. (Each share class is counted as a fraction of one fund within this scale and rated separately, which may cause slight variations in the distribution percentages.) The Overall Morningstar RatingTM for a fund is derived from a weighted average of the performance figures associated with its three-, five- and ten-year (if applicable) Morningstar RatingTM metrics. Past performance is no guarantee of future results.

    Standardized Morningstar RatingsTM

    As of 03/31/2014, All Cap Growth Fund Fund was rated against 1491 Large Growth funds over the last 3 years and for the Overall rating, 1305 funds in the last 5 years and 911 funds in the last 10 years. With respect to these funds, All Cap Growth Fund Fund received a Morningstar Rating of 2 stars for the 3-year period, 3 stars for the 5-year period and 5 stars for the 10-year period.

    As of 03/31/2014, Balanced Fund Fund was rated against 742 Moderate Allocation funds over the last 3 years and for the Overall rating, 666 funds in the last 5 years and 437 funds in the last 10 years. With respect to these funds, Balanced Fund Fund received a Morningstar Rating of 4 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period.

    As of 03/31/2014, California High-Yield Municipal Fund Fund was rated against 138 Muni California Long funds over the last 3 years and for the Overall rating, 133 funds in the last 5 years and 108 funds in the last 10 years. With respect to these funds, California High-Yield Municipal Fund Fund received a Morningstar Rating of 4 stars for the 3-year period, 4 stars for the 5-year period and 5 stars for the 10-year period.

    As of 03/31/2014, California Intermediate-Term Tax-Free Bond Fund Fund was rated against 43 Muni California Intermediate funds over the last 3 years and for the Overall rating, 37 funds in the last 5 years and 34 funds in the last 10 years. With respect to these funds, California Intermediate-Term Tax-Free Bond Fund Fund received a Morningstar Rating of 3 stars for the 3-year period, 4 stars for the 5-year period and 4 stars for the 10-year period.

    As of 03/31/2014, California Long-Term Tax-Free Fund Fund was rated against 138 Muni California Long funds over the last 3 years and for the Overall rating, 133 funds in the last 5 years and 108 funds in the last 10 years. With respect to these funds, California Long-Term Tax-Free Fund Fund received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 3 stars for the 10-year period.

    As of 03/31/2014, Capital Value Fund Fund was rated against 1068 Large Value funds over the last 3 years and for the Overall rating, 951 funds in the last 5 years and 626 funds in the last 10 years. With respect to these funds, Capital Value Fund Fund received a Morningstar Rating of 4 stars for the 3-year period, 3 stars for the 5-year period and 3 stars for the 10-year period.

    As of 03/31/2014, Core Equity Plus Fund Fund was rated against Large Blend funds over the last 3 years and for the Overall rating, funds in the last 5 years and funds in the last 10 years. With respect to these funds, Core Equity Plus Fund Fund received a Morningstar Rating of stars for the 3-year period, stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, Core Plus Fund Fund was rated against 942 Intermediate-Term Bond funds over the last 3 years and for the Overall rating, 808 funds in the last 5 years and funds in the last 10 years. With respect to these funds, Core Plus Fund Fund received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, Disciplined Growth Fund Fund was rated against 1491 Large Growth funds over the last 3 years and for the Overall rating, 1305 funds in the last 5 years and funds in the last 10 years. With respect to these funds, Disciplined Growth Fund Fund received a Morningstar Rating of 4 stars for the 3-year period, 4 stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, Disciplined Growth Plus Fund Fund was rated against Large Growth funds over the last 3 years and for the Overall rating, funds in the last 5 years and funds in the last 10 years. With respect to these funds, Disciplined Growth Plus Fund Fund received a Morningstar Rating of stars for the 3-year period, stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, Diversified Bond Fund Fund was rated against 942 Intermediate-Term Bond funds over the last 3 years and for the Overall rating, 808 funds in the last 5 years and 581 funds in the last 10 years. With respect to these funds, Diversified Bond Fund Fund received a Morningstar Rating of 3 stars for the 3-year period, 2 stars for the 5-year period and 3 stars for the 10-year period.

    As of 03/31/2014, Emerging Markets Fund Fund was rated against 424 Diversified Emerging Mkts funds over the last 3 years and for the Overall rating, 317 funds in the last 5 years and 156 funds in the last 10 years. With respect to these funds, Emerging Markets Fund Fund received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 2 stars for the 10-year period.

    As of 03/31/2014, Equity Growth Fund Fund was rated against 1361 Large Blend funds over the last 3 years and for the Overall rating, 1219 funds in the last 5 years and 806 funds in the last 10 years. With respect to these funds, Equity Growth Fund Fund received a Morningstar Rating of 5 stars for the 3-year period, 4 stars for the 5-year period and 4 stars for the 10-year period.

    As of 03/31/2014, Equity Income Fund Fund was rated against 1068 Large Value funds over the last 3 years and for the Overall rating, 951 funds in the last 5 years and 626 funds in the last 10 years. With respect to these funds, Equity Income Fund Fund received a Morningstar Rating of 3 stars for the 3-year period, 1 stars for the 5-year period and 4 stars for the 10-year period.

    As of 03/31/2014, Equity Market Neutral Fund Fund was rated against 87 Market Neutral funds over the last 3 years and for the Overall rating, 54 funds in the last 5 years and funds in the last 10 years. With respect to these funds, Equity Market Neutral Fund Fund received a Morningstar Rating of 4 stars for the 3-year period, 3 stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, Focused Growth Fund Fund was rated against 1491 Large Growth funds over the last 3 years and for the Overall rating, 1305 funds in the last 5 years and funds in the last 10 years. With respect to these funds, Focused Growth Fund Fund received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, Fundamental Equity Fund Fund was rated against 1361 Large Blend funds over the last 3 years and for the Overall rating, 1219 funds in the last 5 years and funds in the last 10 years. With respect to these funds, Fundamental Equity Fund Fund received a Morningstar Rating of 4 stars for the 3-year period, 3 stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, Ginnie Mae Fund Fund was rated against 297 Intermediate Government funds over the last 3 years and for the Overall rating, 281 funds in the last 5 years and 239 funds in the last 10 years. With respect to these funds, Ginnie Mae Fund Fund received a Morningstar Rating of 3 stars for the 3-year period, 4 stars for the 5-year period and 4 stars for the 10-year period.

    As of 03/31/2014, Global Allocation Fund Fund was rated against World Allocation funds over the last 3 years and for the Overall rating, funds in the last 5 years and funds in the last 10 years. With respect to these funds, Global Allocation Fund Fund received a Morningstar Rating of stars for the 3-year period, stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, Global Bond Fund Fund was rated against World Bond funds over the last 3 years and for the Overall rating, funds in the last 5 years and funds in the last 10 years. With respect to these funds, Global Bond Fund Fund received a Morningstar Rating of stars for the 3-year period, stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, Global Gold Fund Fund was rated against 71 Equity Precious Metals funds over the last 3 years and for the Overall rating, 65 funds in the last 5 years and 49 funds in the last 10 years. With respect to these funds, Global Gold Fund Fund received a Morningstar Rating of 3 stars for the 3-year period, 2 stars for the 5-year period and 2 stars for the 10-year period.

    As of 03/31/2014, Global Growth Fund Fund was rated against 804 World Stock funds over the last 3 years and for the Overall rating, 642 funds in the last 5 years and 323 funds in the last 10 years. With respect to these funds, Global Growth Fund Fund received a Morningstar Rating of 4 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period.

    As of 03/31/2014, Global Real Estate Fund Fund was rated against Global Real Estate funds over the last 3 years and for the Overall rating, funds in the last 5 years and funds in the last 10 years. With respect to these funds, Global Real Estate Fund Fund received a Morningstar Rating of stars for the 3-year period, stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, Government Bond Fund Fund was rated against 297 Intermediate Government funds over the last 3 years and for the Overall rating, 281 funds in the last 5 years and 239 funds in the last 10 years. With respect to these funds, Government Bond Fund Fund received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 3 stars for the 10-year period.

    As of 03/31/2014, Growth Fund Fund was rated against 1491 Large Growth funds over the last 3 years and for the Overall rating, 1305 funds in the last 5 years and 911 funds in the last 10 years. With respect to these funds, Growth Fund Fund received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period.

    As of 03/31/2014, Heritage Fund Fund was rated against 641 Mid-Cap Growth funds over the last 3 years and for the Overall rating, 556 funds in the last 5 years and 420 funds in the last 10 years. With respect to these funds, Heritage Fund Fund received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 5 stars for the 10-year period.

    As of 03/31/2014, High-Yield Fund Fund was rated against 550 High Yield Bond funds over the last 3 years and for the Overall rating, 469 funds in the last 5 years and 332 funds in the last 10 years. With respect to these funds, High-Yield Fund Fund received a Morningstar Rating of 3 stars for the 3-year period, 2 stars for the 5-year period and 3 stars for the 10-year period.

    As of 03/31/2014, High-Yield Municipal Fund Fund was rated against 153 High Yield Muni funds over the last 3 years and for the Overall rating, 123 funds in the last 5 years and 91 funds in the last 10 years. With respect to these funds, High-Yield Municipal Fund Fund received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 3 stars for the 10-year period.

    As of 03/31/2014, Income & Growth Fund Fund was rated against 1068 Large Value funds over the last 3 years and for the Overall rating, 951 funds in the last 5 years and 626 funds in the last 10 years. With respect to these funds, Income & Growth Fund Fund received a Morningstar Rating of 5 stars for the 3-year period, 4 stars for the 5-year period and 3 stars for the 10-year period.

    As of 03/31/2014, Inflation-Adjusted Bond Fund Fund was rated against 186 Inflation-Protected Bond funds over the last 3 years and for the Overall rating, 149 funds in the last 5 years and 57 funds in the last 10 years. With respect to these funds, Inflation-Adjusted Bond Fund Fund received a Morningstar Rating of 4 stars for the 3-year period, 3 stars for the 5-year period and 3 stars for the 10-year period.

    As of 03/31/2014, Intermediate-Term Tax-Free Bond Fund Fund was rated against 251 Muni National Interm funds over the last 3 years and for the Overall rating, 210 funds in the last 5 years and 153 funds in the last 10 years. With respect to these funds, Intermediate-Term Tax-Free Bond Fund Fund received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 3 stars for the 10-year period.

    As of 03/31/2014, International Bond Fund Fund was rated against 270 World Bond funds over the last 3 years and for the Overall rating, 225 funds in the last 5 years and 131 funds in the last 10 years. With respect to these funds, International Bond Fund Fund received a Morningstar Rating of 2 stars for the 3-year period, 1 stars for the 5-year period and 2 stars for the 10-year period.

    As of 03/31/2014, International Core Equity Fund Fund was rated against 306 Foreign Large Value funds over the last 3 years and for the Overall rating, 267 funds in the last 5 years and funds in the last 10 years. With respect to these funds, International Core Equity Fund Fund received a Morningstar Rating of 4 stars for the 3-year period, 4 stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, International Discovery Fund Fund was rated against 123 Foreign Small/Mid Growth funds over the last 3 years and for the Overall rating, 89 funds in the last 5 years and 59 funds in the last 10 years. With respect to these funds, International Discovery Fund Fund received a Morningstar Rating of 2 stars for the 3-year period, 1 stars for the 5-year period and 2 stars for the 10-year period.

    As of 03/31/2014, International Growth Fund Fund was rated against 239 Foreign Large Growth funds over the last 3 years and for the Overall rating, 208 funds in the last 5 years and 115 funds in the last 10 years. With respect to these funds, International Growth Fund Fund received a Morningstar Rating of 4 stars for the 3-year period, 4 stars for the 5-year period and 3 stars for the 10-year period.

    As of 03/31/2014, International Opportunities Fund Fund was rated against 123 Foreign Small/Mid Growth funds over the last 3 years and for the Overall rating, 89 funds in the last 5 years and 59 funds in the last 10 years. With respect to these funds, International Opportunities Fund Fund received a Morningstar Rating of 4 stars for the 3-year period, 3 stars for the 5-year period and 3 stars for the 10-year period.

    As of 03/31/2014, International Value Fund Fund was rated against 306 Foreign Large Value funds over the last 3 years and for the Overall rating, 267 funds in the last 5 years and funds in the last 10 years. With respect to these funds, International Value Fund Fund received a Morningstar Rating of 4 stars for the 3-year period, 3 stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, Large Company Value Fund Fund was rated against 1068 Large Value funds over the last 3 years and for the Overall rating, 951 funds in the last 5 years and 626 funds in the last 10 years. With respect to these funds, Large Company Value Fund Fund received a Morningstar Rating of 4 stars for the 3-year period, 3 stars for the 5-year period and 3 stars for the 10-year period.

    As of 03/31/2014, Legacy Focused Large Cap Fund Fund was rated against 1361 Large Blend funds over the last 3 years and for the Overall rating, 1219 funds in the last 5 years and funds in the last 10 years. With respect to these funds, Legacy Focused Large Cap Fund Fund received a Morningstar Rating of 4 stars for the 3-year period, 3 stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, Legacy Large Cap Fund Fund was rated against 1491 Large Growth funds over the last 3 years and for the Overall rating, 1305 funds in the last 5 years and funds in the last 10 years. With respect to these funds, Legacy Large Cap Fund Fund received a Morningstar Rating of 5 stars for the 3-year period, 3 stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, Legacy Multi Cap Fund Fund was rated against 338 Mid-Cap Blend funds over the last 3 years and for the Overall rating, 311 funds in the last 5 years and funds in the last 10 years. With respect to these funds, Legacy Multi Cap Fund Fund received a Morningstar Rating of 5 stars for the 3-year period, 3 stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, Long-Term Tax-Free Fund Fund was rated against 227 Muni National Long funds over the last 3 years and for the Overall rating, 209 funds in the last 5 years and funds in the last 10 years. With respect to these funds, Long-Term Tax-Free Fund Fund received a Morningstar Rating of 3 stars for the 3-year period, 2 stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, Market Neutral Value Fund Fund was rated against Market Neutral funds over the last 3 years and for the Overall rating, funds in the last 5 years and funds in the last 10 years. With respect to these funds, Market Neutral Value Fund Fund received a Morningstar Rating of stars for the 3-year period, stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, Mid Cap Value Fund Fund was rated against 365 Mid-Cap Value funds over the last 3 years and for the Overall rating, 307 funds in the last 5 years and 191 funds in the last 10 years. With respect to these funds, Mid Cap Value Fund Fund received a Morningstar Rating of 4 stars for the 3-year period, 3 stars for the 5-year period and 5 stars for the 10-year period.

    As of 03/31/2014, New Opportunities Fund Fund was rated against 633 Small Growth funds over the last 3 years and for the Overall rating, 555 funds in the last 5 years and 373 funds in the last 10 years. With respect to these funds, New Opportunities Fund Fund received a Morningstar Rating of 2 stars for the 3-year period, 2 stars for the 5-year period and 2 stars for the 10-year period.

    As of 03/31/2014, One Choice 2015 Portfolio Fund was rated against 140 Target Date 2011-2015 funds over the last 3 years and for the Overall rating, 116 funds in the last 5 years and funds in the last 10 years. With respect to these funds, One Choice 2015 Portfolio Fund received a Morningstar Rating of 5 stars for the 3-year period, 3 stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, One Choice 2020 Portfolio Fund was rated against 186 Target Date 2016-2020 funds over the last 3 years and for the Overall rating, 169 funds in the last 5 years and funds in the last 10 years. With respect to these funds, One Choice 2020 Portfolio Fund received a Morningstar Rating of 4 stars for the 3-year period, 3 stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, One Choice 2025 Portfolio Fund was rated against 133 Target Date 2021-2025 funds over the last 3 years and for the Overall rating, 103 funds in the last 5 years and funds in the last 10 years. With respect to these funds, One Choice 2025 Portfolio Fund received a Morningstar Rating of 4 stars for the 3-year period, 2 stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, One Choice 2030 Portfolio Fund was rated against 186 Target Date 2026-2030 funds over the last 3 years and for the Overall rating, 169 funds in the last 5 years and funds in the last 10 years. With respect to these funds, One Choice 2030 Portfolio Fund received a Morningstar Rating of 4 stars for the 3-year period, 2 stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, One Choice 2035 Portfolio Fund was rated against 133 Target Date 2031-2035 funds over the last 3 years and for the Overall rating, 103 funds in the last 5 years and funds in the last 10 years. With respect to these funds, One Choice 2035 Portfolio Fund received a Morningstar Rating of 4 stars for the 3-year period, 2 stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, One Choice 2040 Portfolio Fund was rated against 182 Target Date 2036-2040 funds over the last 3 years and for the Overall rating, 165 funds in the last 5 years and funds in the last 10 years. With respect to these funds, One Choice 2040 Portfolio Fund received a Morningstar Rating of 4 stars for the 3-year period, 3 stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, One Choice 2045 Portfolio Fund was rated against 132 Target Date 2041-2045 funds over the last 3 years and for the Overall rating, 101 funds in the last 5 years and funds in the last 10 years. With respect to these funds, One Choice 2045 Portfolio Fund received a Morningstar Rating of 4 stars for the 3-year period, 3 stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, One Choice 2050 Portfolio Fund was rated against 154 Target Date 2046-2050 funds over the last 3 years and for the Overall rating, 129 funds in the last 5 years and funds in the last 10 years. With respect to these funds, One Choice 2050 Portfolio Fund received a Morningstar Rating of 5 stars for the 3-year period, 3 stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, One Choice 2055 Portfolio Fund was rated against 68 Target Date 2051+ funds over the last 3 years and for the Overall rating, funds in the last 5 years and funds in the last 10 years. With respect to these funds, One Choice 2055 Portfolio Fund received a Morningstar Rating of 4 stars for the 3-year period, stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, One Choice In Retirement Portfolio Fund was rated against 268 Retirement Income funds over the last 3 years and for the Overall rating, 236 funds in the last 5 years and funds in the last 10 years. With respect to these funds, One Choice In Retirement Portfolio Fund received a Morningstar Rating of 5 stars for the 3-year period, 4 stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, One Choice Portfolio: Aggressive Fund was rated against 324 Aggressive Allocation funds over the last 3 years and for the Overall rating, 295 funds in the last 5 years and funds in the last 10 years. With respect to these funds, One Choice Portfolio: Aggressive Fund received a Morningstar Rating of 4 stars for the 3-year period, 3 stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, One Choice Portfolio: Conservative Fund was rated against 562 Conservative Allocation funds over the last 3 years and for the Overall rating, 488 funds in the last 5 years and funds in the last 10 years. With respect to these funds, One Choice Portfolio: Conservative Fund received a Morningstar Rating of 4 stars for the 3-year period, 3 stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, One Choice Portfolio: Moderate Fund was rated against 742 Moderate Allocation funds over the last 3 years and for the Overall rating, 666 funds in the last 5 years and funds in the last 10 years. With respect to these funds, One Choice Portfolio: Moderate Fund received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, One Choice Portfolio: Very Aggressive Fund was rated against 1491 Large Growth funds over the last 3 years and for the Overall rating, 1305 funds in the last 5 years and funds in the last 10 years. With respect to these funds, One Choice Portfolio: Very Aggressive Fund received a Morningstar Rating of 2 stars for the 3-year period, 3 stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, One Choice Portfolio: Very Conservative Fund was rated against 562 Conservative Allocation funds over the last 3 years and for the Overall rating, 488 funds in the last 5 years and funds in the last 10 years. With respect to these funds, One Choice Portfolio: Very Conservative Fund received a Morningstar Rating of 3 stars for the 3-year period, 2 stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, Real Estate Fund Fund was rated against 225 Real Estate funds over the last 3 years and for the Overall rating, 194 funds in the last 5 years and 145 funds in the last 10 years. With respect to these funds, Real Estate Fund Fund received a Morningstar Rating of 5 stars for the 3-year period, 4 stars for the 5-year period and 2 stars for the 10-year period.

    As of 03/31/2014, Select Fund Fund was rated against 1491 Large Growth funds over the last 3 years and for the Overall rating, 1305 funds in the last 5 years and 911 funds in the last 10 years. With respect to these funds, Select Fund Fund received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 2 stars for the 10-year period.

    As of 03/31/2014, Short Duration Fund Fund was rated against 403 Short-Term Bond funds over the last 3 years and for the Overall rating, 348 funds in the last 5 years and funds in the last 10 years. With respect to these funds, Short Duration Fund Fund received a Morningstar Rating of 3 stars for the 3-year period, 2 stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, Short Duration Inflation Protection Bond Fund Fund was rated against 186 Inflation-Protected Bond funds over the last 3 years and for the Overall rating, 149 funds in the last 5 years and funds in the last 10 years. With respect to these funds, Short Duration Inflation Protection Bond Fund Fund received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, Short-Term Government Fund Fund was rated against 135 Short Government funds over the last 3 years and for the Overall rating, 125 funds in the last 5 years and 114 funds in the last 10 years. With respect to these funds, Short-Term Government Fund Fund received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 3 stars for the 10-year period.

    As of 03/31/2014, Small Cap Growth Fund Fund was rated against 633 Small Growth funds over the last 3 years and for the Overall rating, 555 funds in the last 5 years and 373 funds in the last 10 years. With respect to these funds, Small Cap Growth Fund Fund received a Morningstar Rating of 2 stars for the 3-year period, 2 stars for the 5-year period and 3 stars for the 10-year period.

    As of 03/31/2014, Small Cap Value Fund Fund was rated against 311 Small Value funds over the last 3 years and for the Overall rating, 258 funds in the last 5 years and 162 funds in the last 10 years. With respect to these funds, Small Cap Value Fund Fund received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period.

    As of 03/31/2014, Small Company Fund Fund was rated against 612 Small Blend funds over the last 3 years and for the Overall rating, 554 funds in the last 5 years and 335 funds in the last 10 years. With respect to these funds, Small Company Fund Fund received a Morningstar Rating of 4 stars for the 3-year period, 3 stars for the 5-year period and 2 stars for the 10-year period.

    As of 03/31/2014, Strategic Allocation: Aggressive Fund Fund was rated against 324 Aggressive Allocation funds over the last 3 years and for the Overall rating, 295 funds in the last 5 years and 164 funds in the last 10 years. With respect to these funds, Strategic Allocation: Aggressive Fund Fund received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period.

    As of 03/31/2014, Strategic Allocation: Conservative Fund Fund was rated against 562 Conservative Allocation funds over the last 3 years and for the Overall rating, 488 funds in the last 5 years and 244 funds in the last 10 years. With respect to these funds, Strategic Allocation: Conservative Fund Fund received a Morningstar Rating of 4 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period.

    As of 03/31/2014, Strategic Allocation: Moderate Fund Fund was rated against 742 Moderate Allocation funds over the last 3 years and for the Overall rating, 666 funds in the last 5 years and 437 funds in the last 10 years. With respect to these funds, Strategic Allocation: Moderate Fund Fund received a Morningstar Rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period.

    As of 03/31/2014, Strategic Inflation Opportunities Fund Fund was rated against 562 Conservative Allocation funds over the last 3 years and for the Overall rating, funds in the last 5 years and funds in the last 10 years. With respect to these funds, Strategic Inflation Opportunities Fund Fund received a Morningstar Rating of 1 stars for the 3-year period, stars for the 5-year period and stars for the 10-year period.

    As of 03/31/2014, Ultra Fund Fund was rated against 1491 Large Growth funds over the last 3 years and for the Overall rating, 1305 funds in the last 5 years and 911 funds in the last 10 years. With respect to these funds, Ultra Fund Fund received a Morningstar Rating of 4 stars for the 3-year period, 4 stars for the 5-year period and 2 stars for the 10-year period.

    As of 03/31/2014, Utilities Fund Fund was rated against 66 Utilities funds over the last 3 years and for the Overall rating, 62 funds in the last 5 years and 46 funds in the last 10 years. With respect to these funds, Utilities Fund Fund received a Morningstar Rating of 3 stars for the 3-year period, 2 stars for the 5-year period and 3 stars for the 10-year period.

    As of 03/31/2014, Value Fund Fund was rated against 1068 Large Value funds over the last 3 years and for the Overall rating, 951 funds in the last 5 years and 626 funds in the last 10 years. With respect to these funds, Value Fund Fund received a Morningstar Rating of 4 stars for the 3-year period, 3 stars for the 5-year period and 4 stars for the 10-year period.

    As of 03/31/2014, Veedot Fund Fund was rated against 338 Mid-Cap Blend funds over the last 3 years and for the Overall rating, 311 funds in the last 5 years and 192 funds in the last 10 years. With respect to these funds, Veedot Fund Fund received a Morningstar Rating of 5 stars for the 3-year period, 2 stars for the 5-year period and 2 stars for the 10-year period.

    As of 03/31/2014, Zero Coupon 2015 Fund Fund was rated against 135 Short Government funds over the last 3 years and for the Overall rating, 125 funds in the last 5 years and 114 funds in the last 10 years. With respect to these funds, Zero Coupon 2015 Fund Fund received a Morningstar Rating of 5 stars for the 3-year period, 5 stars for the 5-year period and 5 stars for the 10-year period.

    As of 03/31/2014, Zero Coupon 2020 Fund Fund was rated against 24 Long Government funds over the last 3 years and for the Overall rating, 22 funds in the last 5 years and 15 funds in the last 10 years. With respect to these funds, Zero Coupon 2020 Fund Fund received a Morningstar Rating of 2 stars for the 3-year period, 4 stars for the 5-year period and 5 stars for the 10-year period.

    As of 03/31/2014, Zero Coupon 2025 Fund Fund was rated against 24 Long Government funds over the last 3 years and for the Overall rating, 22 funds in the last 5 years and 15 funds in the last 10 years. With respect to these funds, Zero Coupon 2025 Fund Fund received a Morningstar Rating of 4 stars for the 3-year period, 4 stars for the 5-year period and 3 stars for the 10-year period.

    Footnotes and Disclosures

    Lipper rankings are based on average annual total returns. Portions of the mutual fund performance information contained on this page were supplied by Lipper, a Reuters Company, subject to the following: Copyright 2013 © Reuters. All rights reserved. Any copying, republication or redistribution of Lipper content, including by caching, framing or similar means, is expressly prohibited without the prior written consent of Lipper. Lipper shall not be liable for any errors or delays in the content, or for any actions taken in reliance thereon. Performance data is preliminary and subject to revision. Rankings are based on all classes available within the classification as of the date shown. Rankings are based only on the universe shown.

    (F1)Redemption of shares within 60 days of purchase will be subject to a 2% redemption fee.
    (F2)Redemption of shares within 60 days of purchase will be subject to a 1% redemption fee.

    [x]This fund is closed to new investors.

    (*)Denotes fund price affected by a recent distribution.

    (2)Not available in all states.
    (3)This inception date corresponds with the management company's implementation of its current investment philosophy and practices.
    (4)Returns or yields for the fund would have been lower if a portion of the management fee had not been waived. Review the annual or semi-annual report for the most current information.

    © 2013 Morningstar, Inc. All Rights Reserved. Certain information contained herein: (1) is proprietary to Morningstar and/or its content providers; (2) may not be copied or distributed; and (3) is not warranted to be accurate, complete or timely. Neither Morningstar nor its content providers are responsible for any damages or losses arising from any use of this information.