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The performance quoted represents past performance and does not guarantee future results.

Source: Morningstar as of 3/31/2022. The Morningstar Rating™ for funds, or "star rating", is calculated for managed products (including mutual funds, variable annuity and variable life subaccounts, exchange-traded funds, closed-end funds, and separate accounts) with at least a three-year history. Exchange-traded funds and open-ended mutual funds are considered a single population for comparative purposes. It is calculated based on a Morningstar Risk-Adjusted Return measure that accounts for variation in a managed product's monthly excess performance, placing more emphasis on downward variations and rewarding consistent performance. The top 10% of products in each product 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. The Overall Morningstar Rating for a managed product is derived from a weighted average of the performance figures associated with its three-, five-, and 10-year (if applicable) Morningstar Rating metrics. The weights are: 100% three-year rating for 36-59 months of total returns, 60% five-year rating/40% three-year rating for 60-119 months of total returns, and 50% 10-year rating/30% five-year rating/20% three-year rating for 120 or more months of total returns. While the 10-year overall star rating formula seems to give the most weight to the 10-year period, the most recent three-year period actually has the greatest impact because it is included in all three rating periods.

Morningstar Ratings are for the share classes cited only; other classes may have different ratings.

Morningstar ratings: Overall Morningstar ratings are as of 3/31/2022. Ratings are based on risk-adjusted total returns, are determined monthly and subject to change. Managed Income received a rating of 4 stars for the 3-year period, 4 stars for the 5-year period and 3 stars for the 10-year period, rated against 126, 124 and 86 U.S. Fund Allocation -15% to 30% Equity Funds, respectively. Multi-Asset Income received a rating of 3 stars for the 3-year period, 3 stars for the 5-year period and 3 stars for the 10-year period, rated against 431, 404 and 296 U.S. Fund World Allocation -30-50% Equity Funds, respectively. Sustainable Balanced received a rating of 4 stars for the 3-year period, 4 stars for the 5-year period and 5 stars for the 10-year period, rated against 697, 657 and 490 U.S. Fund Allocation -50 to70% Equity Funds, respectively. Global Allocation received a rating of 4 stars for the 3-year period, 4 stars for the 5-year period and 4 stars for the 10-year period, rated against 401, 359 and 256 U.S. Fund Global Allocation Funds, respectively. Tactical Opportunities 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, rated against 75, 68 and 35 Macro Trading Funds, respectively.

The Morningstar Analyst Rating™ is not a credit or risk rating. It is an evaluation performed by Morningstar’s Manager Research Group based on five pillars: process, performance, people, parent, and price. This evaluation determines how they believe funds are likely to perform relative to a benchmark over the long term on a risk-adjusted basis. They consider quantitative and qualitative factors. For active funds, an Analyst Rating of Gold, Silver or Bronze reflects the expectation that the fund will be able to deliver positive alpha net of fees relative to the standard benchmark index assigned to the Morningstar category. The Analyst Ratings are overseen by an Analyst Rating Committee and are monitored and reevaluated at least every 14 months. For more detailed information about Morningstar’s Analyst Rating, including its methodology, please go to https://www.morningstar.com/content/dam/marketing/shared/pdfs/Research/962834.pdf. The Morningstar Analyst Rating (i) should not be used as the sole basis in evaluating a fund, (ii) involves unknown risks and uncertainties which may cause the Manager Research Group’s expectations not to occur or to differ significantly from what they expected, and (iii) should not be considered an offer or solicitation to buy or sell the fund. Past performance is no guarantee of future results. Index performance is shown for illustrative purposes only. It is not possible to invest directly in an index.

Fewer than 10% of US open-end funds hold medalist ratings. Morningstar has awarded a Silver medal to the Global Allocation Fund (effective 3/31/22) and Multi-Asset Income Fund (effective 11/30/22). Morningstar has awarded Bronze medals to the Sustainable Balanced Fund (effective 12/13/22), Managed Income Fund (effective 11/30/22), Dynamic High Income Fund (effective 11/30/22), and Tactical Opportunities Fund (effective 9/06/22).