The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

Nasdaq

AADTX

The fund is a "fund of funds" that invests in other mutual funds and ETFs to diversify across asset classes and investment styles, including growth, value, and quantitative techniques in U.S. and foreign companies.

AADVX

The fund is a "fund of funds" investing in various mutual funds and ETFs managed by American Century across different asset classes and styles, including growth, value, and quantitative strategies, diversifying investments in small, medium, and large companies domestically and internationally.

AAEFX

The fund aims to achieve its objective through investments in a diversified range of asset classes and investment styles, including growth, value, and quantitative techniques across small, medium, and large U.S. and foreign companies via other mutual funds and ETFs advised by American Century.

AAEKX

The investment seeks growth, income and conservation of capital. The fund normally invests a greater portion of its assets in fixed income, equity-income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives.

AAETX

AAFTX

The advisor focuses on growing companies that generally have broad product lines, markets, financial resources and depth of management. It normally invests at least 80% of its net assets in equity securities of companies that, at the time of purchase of the securities, have a market capitalization equal to or greater than the market capitalization of companies included in the Russell 1000 Growth Index, updated quarterly as reported as of the most recent quarter-end. This index is designed to track the performance of large-capitalization growth stocks.

AAGOX

AAGTX

AAHTX

Under normal circumstances, the fund invests 60-95% in debt securities and 5-40% in equity securities. The equity securities in which the fund invests may include common stock, preferred stock, securities convertible into common stock, or securities or other instruments the price of which is linked to the value of common stock.

AAHYX

The fund normally invests at least 80% of its net assets (plus the amount of any borrowings for investment purposes) in common stocks and securities convertible into common stocks (collectively, "stocks") of issuers based in at least three different countries located outside the United States. It primarily invests in countries comprising the MSCI EAFE Index. The MSCI EAFE Index is designed to represent the performance of large- and mid-capitalization securities across 21 developed markets countries, including countries in Europe, Australasia and the Far East, and excluding the U.S. and Canada.

AAIEX

The fund pursues its income objective by investing primarily in income-producing securities (such as debt securities, preferred stocks, high dividend-bearing common shares, common and preferred shares of closed-end investment companies). It will invest in shares of closed-end funds and convertible securities of large, small and mid-sized companies. The fund will invest only in securities of companies with market capitalizations of more than $500 million, except that the fund may invest in closed-end funds with market capitalizations of less than that amount.

AAIIX

The fund primarily invests in a broad range of debt securities. The debt securities in which the fund invests may be of any maturity or credit quality, including high yield, high risk bonds, notes, debentures and other debt obligations commonly known as "junk bonds." At the time of purchase, these high-yield securities are rated below BBB- by S&P, or Baa3 by Moody's, or unrated but considered to be of comparable quality by the Adviser.

AAINX

Under normal circumstances, the fund invests at least 80% of its net assets in equity securities of domestic and international companies. It invests approximately 40% of its net assets in foreign assets. It seeks to achieve its investment objective by investing primarily in domestic and foreign common stocks. The fund may buy and sell futures contracts to either hedge its exposure or obtain exposure to certain investments.

AALGX

AALTX

Under normal market conditions, the fund invests at least 80% of its net assets (plus the amount of any borrowing for investment purposes) in municipal bonds, the income of which is exempt from federal income taxation. It may count securities that generate income subject to the alternative minimum tax toward the 80% investment requirement.

AAMBX

The investment seeks long term capital appreciation. The fund seeks to achieve its investment objective by investing directly or indirectly through other investment companies, including mutual funds, exchange traded funds ("ETFs") and closed-end funds (collectively, "underlying funds") in domestic and foreign (including emerging markets) (i) fixed income securities of any maturity or credit quality (including "junk bonds"); (ii) equity securities of any market capitalization; and (iii) exchange traded notes ("ETNs").

AAMCX

Under normal circumstances, the portfolio invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities of small-cap and mid-cap companies. Small-cap or mid-cap companies are companies that, at the time of purchase, have total market capitalization within the range of companies included in the Russell 2500 Growth Index or the Russell Midcap Growth Index.

AAMOX

AAMTX

The fund normally invests a greater portion of its assets in fixed income, equity income and balanced funds as it approaches and passes its target date. The advisor attempts to achieve its investment objectives by investing in a mix of American Funds in different combinations and weightings. The underlying American Funds represent a variety of fund categories, including growth funds, growth-and-income funds, equity-income funds, balanced funds and fixed income funds. The fund categories represent differing investment objectives and strategies.

Symbol	Full Name	Category	Inception	Expense Ratio	YTD Return	10Y Return (Annualized)	Dividend Yield
AADTX	American Funds 2025 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2007	0.34%	1.51%	6.25%	3.00%
AADVX	American Century One Choice Blend+ 2055 Portfolio	Target Retirement Date	Mar 9, 2021	0.58%	3.88%	—	1.60%
AAEFX	American Century One Choice Blend+ 2060 Portfolio	Target Retirement Date	Mar 9, 2021	0.58%	4.16%	—	1.98%
AAEKX	American Century One Choice Blend+ 2065 Portfolio	Target Retirement Date	Mar 9, 2021	0.58%	4.19%	—	1.60%
AAETX	American Funds 2030 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2007	0.33%	2.29%	7.18%	2.63%
AAFTX	American Funds 2035 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2007	0.33%	3.36%	8.20%	2.53%
AAGOX	Alger Large Cap Growth Portfolio Fund	Large Cap Growth Equities	Jan 9, 1989	0.82%	10.08%	12.61%	0.00%
AAGTX	American Funds 2040 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2007	0.33%	4.17%	8.73%	2.41%
AAHTX	American Funds 2045 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2007	0.33%	4.44%	8.90%	2.35%
AAHYX	Thrivent Diversified Income Plus Fund	Diversified Portfolio	Jan 7, 1997	0.94%	0.05%	3.43%	3.95%
AAIEX	American Beacon International Equity Fund	Foreign Large Cap Equities	Aug 6, 1991	0.72%	2.25%	3.57%	5.24%
AAIIX	Ancora Income Fund	Intermediate Core-Plus Bond	Jan 5, 2004	2.20%	2.74%	3.84%	5.13%
AAINX	Thrivent Opportunity Income Plus Fund	Multisector Bonds	Jul 15, 1987	0.88%	-0.89%	2.05%	4.71%
AALGX	Thrivent Global Stock Fund	Global Equities	Jul 15, 1987	0.97%	4.92%	6.27%	5.25%
AALTX	American Funds 2050 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2007	0.33%	4.56%	8.94%	2.25%
AAMBX	Thrivent Municipal Bond Fund	Municipal Bonds	Dec 2, 1976	0.74%	-1.14%	2.00%	3.22%
AAMCX	Absolute Capital Asset Allocator Fund	Tactical Allocation	Dec 17, 2015	2.70%	3.78%	—	0.00%
AAMOX	Alger Weatherbie Specialized Growth Portfolio	Mid Cap Growth Equities	Jan 2, 2008	1.05%	—	—	—
AAMTX	American Funds 2055 Target Date Retirement Fund	Target Retirement Date	Jan 31, 2010	0.33%	4.62%	8.92%	2.13%
AANTX	American Funds 2060 Target Date Retirement Fund	Target Retirement Date	Mar 26, 2015	0.34%	4.66%	—	2.02%

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