GT I32339 Ge Fund Frwscorecard 0217 r2 Secured

JH Signature Fund Scorecard Signature Menu
The performance data presented represents past performance and the data displayed reflects the actual (except as otherwise indicated). Returns for any period greater than one year are annualized.
Data as of 12/31/2016
value of the sub-account’s underlying fund and, when redeemed, may be worth more or less than Performance information current to the most recent month-end is available on our Web site at www.
original cost. Performance does not reflect any applicable contract-level or certain participant-level jhpensions.com/er or call 1-877-346-8378. Hypothetical returns are shown in bold.
charges, fees for guaranteed benefits if elected by participant, or any redemption fees imposed by
an underlying fund company. These charges, if included, would otherwise reduce the total return for Some Funds may be marked with a “•”. In these cases, the underlying fund (the mutual fund,
a participant’s account. Past performance is no guarantee of future results and current performance collective trust, or exchanged traded fund (“ETF”) in which the investment option invests) has either
may be lower or higher than the performance quoted. The performance data for a sub-account for waived a portion of, or capped, its fees. The Expense Ratio (ER) for these funds is that of the sub
any period prior to the sub-account Inception Date is hypothetical based on the performance of the account and reflects the net expense ratio of the underlying fund after such expense waiver or cap.
underlying investment since inception of the underlying investment. All other performance data is Please see the Fund Sheet for details, including gross expenses.
Legend for Fi360:

6 7
NS = Not Scored
0-25 - First Quartile 51-75 - Third Quartile
26-50 - Second Quartile 76-100 - Fourth Quartile

Total Return (% rank in category)5 Overall Fi360 Fiduciary Score® (# of peers) RPAG Score (out of 10)
Rating*
Inception Fund Morningstar (# of Q1 Q2 Q3 Q4
Ticker2 ER3 1yr 5yr 10yr YTD Score 1yr 3yr 5yr 10yr
Date1 Code Category4 peers) 2016 2016 2016 2016
Large Cap Value
American Century 11/7/16 AVUDX ACX 0.63 Large Value 20.58% 14.55% 6.44% 20.58% 5 0 0 6 NS NS
Value Fund 165, 95 - - - -
7 0 0 7 1095 1202 1135 945 861 531
BlackRock Basic 11/5/10 MABAX BBV 0.3 Large Value 18.54% 14.14% 6.02% 18.54% 3 22 37 27 29 19
Value Fund 87 7 7 7 7
16 24 33 16 1095 1202 1135 945 861 531
Dodge & Cox Stock 5/6/11 DODGX DCS 0.42 Large Value 21.28% 17.01% 5.93% 21.28% 4 0 25 29 36 48
Fund 97 7 7 10 10
6 1 36 6 1095 1202 1135 945 861 531
Equity Income 10/2/97 JIEMX EIF 0.34 Large Value 18.91% 12.65% 5.57% 18.91% 3 60 75 60 37 NS
Fund 13, 31, 54, 73 6 6 6 5
13 62 48 13 1095 1202 1135 945 861 531
Franklin Mutual 11/22/96 BEGRX MCV 0.59 Large Value 16.11% 12.32% 4.48% 16.11% 0 0 70 75 73 64
Beacon Fund 132, 41, 4 6 6 6
61, 96, 99 5 4 38 5 1095 159 144 111 107 52
Fundamental Large 11/22/96 EQI 0.21 Large Value 10.17% 14.70% 4.77% 10.17% 3 48 NS NS NS NS
Cap Value Fund 9 7 9 9
101, 102, 117, 13, 5, 73 90 13 67 90 1095 3451 3070 2505 1460 531
• Invesco Diversi- 11/7/16 DDFIX IDI 0.19 Large Value 14.66% 14.87% 7.81% 14.66% 5 32 32 19 13 NS
fied Dividend Fund - - - -
165, 95 46 10 3 46 1095 1202 1135 945 861 531
• John Hancock 0.25 Large Value

11/5/10 JDVWX DVA 14.07% 14.51% 7.04% 14.07% 3 39 38 17 10 NS
Disciplined Value 10 9 10 10
Fund 106, 123, 130, 87
53 16 0 53 1095 1202 1135 945 861 531
MFS Value Fund 150
11/6/15 MEIHX MFV 0.36 Large Value 13.85% 14.41% 6.62% 13.85% 4 39 18 19 20 NS
6 5 6 7
56 18 19 56 1095 1202 1135 945 861 531
T. Rowe Price 7/30/99 PRFDX D&G 0.51 Large Value 19.28% 12.73% 5.67% 19.28% 3 60 73 58 36 20
Equity Income 6 6 6 -
Fund 130, 30, 31, 54 12 60 45 12 1095 1202 1135 945 861 531
TIAA-CREF Large- 11/7/16 TILVX TCV 0.06 Large Value 17.23% 14.70% 5.67% 17.23% 4 0 0 2 5 17
Cap Value Index - - - -
Fund 165, 95 24 13 44 24 1095 1202 1135 945 861 531
Vanguard Value 5/4/07 VVIAX LVI 0.08 Large Value 16.86% 14.98% 5.98% 16.86% 4 0 0 0 4 11
Index Fund 125, 98 9 9 9 9
27 9 35 27 1095 1202 1135 945 861 531
FOR INTERMEDIARY USE ONLY. NOT FOR DISTRIBUTION WITH PLAN SPONSORS OR THE PUBLIC.
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*
Washington Mutual 5/2/03 RWMFX WMI 0.3 Large Value 13.69% 13.61% 6.77% 13.69% 4 39 32 34 29 23
Investors Fund 9 10 9 9
38, 40, 61, 65 59 39 16 59 1095 1202 1135 945 861 531
Large Cap Blend

• 500 Index Fund 1/19/93 JFIVX IND 0.03 Large Blend 11.59% 14.34% 6.66% 11.59% 4 0 NS NS NS NS
101, 110, 13, 22, 76, 9, 91 10 9 10 10
34 0 0 34 1395 3593 3210 2584 1639 627
All Cap Core Fund 10/2/97 JEACX GRF 0.37 Large Blend 10.56% 14.26% 5.82% 10.56% 3 0 NS NS NS NS
13, 22, 58, 91, 99 6 5 6 7
50 29 61 50 1395 3593 3210 2584 1639 627
• Domini Social 10/2/97 DIEQX SOC 0.75 Large Blend 11.66% 12.14% 5.81% 11.66% 2 64 69 54 44 NS
Equity Fund 20, 43, 5 5 5 5
51, 64, 99 32 77 0 32 1395 1364 1283 1121 1015 627
Fidelity Advisor 11/7/14 FDTOX FDS 0.37 Large Blend 16.64% 14.21% 6.88% 16.64% 3 31 56 32 20 31
Diversified Stock 7 6 5 8
Fund 134 3 31 23 3 1395 1364 1283 1121 1015 627
Fundamental 7/25/08 RFNFX AFI 0.3 Large Blend 12.82% 14.62% 7.44% 12.82% 4 0 7 26 37 31
Investors 31, 37, 61, 65 7 7 7 7
18 15 9 18 1395 1364 1283 1121 1015 627
• JPMorgan U.S. 5/8/15 JUSRX JPE 0.36 Large Blend 10.86% 15.27% 8.26% 10.86% 5 31 34 23 25 NS
Equity Fund 138, 147 9 7 9 10
46 6 3 46 1395 1364 1283 1121 1015 627
• MFS Blended 11/7/16 MUETX MFB 0.24 Large Blend 8.10% 13.67% 6.80% 8.10% 3 44 17 7 7 NS
Research Core - - - -
Equity Fund 165, 95 79 49 0 79 1395 1364 1283 1121 1015 627
• Parnassus Core 5/29/09 PRBLX PEI 0.52 Large Blend 10.41% 14.22% 9.47% 10.41% 5 39 26 20 19 17
Equity Fund 10 10 10 9
132, 148, 33 53 31 1 53 1395 1364 1283 1121 1015 627
Sit Dividend 5/2/14 SDVGX SIT 0.67 Large Blend 10.73% 12.67% 8.10% 10.73% 4 27 25 36 26 22
Growth Fund 126 8 6 7 8
48 70 4 48 1395 1364 1283 1121 1015 627
The Investment 5/2/03 RICEX ICA 0.29 Large Blend 14.55% 14.10% 6.33% 14.55% 4 0 3 24 32 41
Company of 8 9 9 9
America 160, 38, 40, 61, 65 9 35 44 9 1395 1364 1283 1121 1015 627
Total Stock Market 8/18/00 JETSX TSM 0.08 Large Blend 12.38% 13.91% 6.73% 12.38% 3 0 NS NS NS NS
Index Fund 101, 13, 22, 9 9 9 9
29, 76, 91 23 42 29 23 1395 3593 3210 2584 1639 627
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*
U.S. Growth Fund 5/6/05 JHUPX LRC 0.34 Large Blend 4.33% 10.78% 5.65% 4.33% 2 93 55 51 NS NS
107, 13, 161, 53, 57, 73, 9 5 5 6 5
95 0 0 95 1395 1364 1283 1121 1015 627
Victory Diversified 5/2/08 SRVEX VDS 0.59 Large Blend 3.74% 11.67% 4.94% 3.74% 2 82 67 57 62 45
Stock Fund 7 7 7 7 7
96 82 85 96 1395 1364 1283 1121 1015 627
Large Cap Growth
American Funds 11/7/16 RAFEX AFX 0.36 Large Growth 9.01% 14.28% 7.59% 9.01% 4 33 36 31 20 22
AMCAP Fund 165, 95 - - - -
9 23 32 9 2569 1452 1411 1158 1004 644
Blue Chip Growth 10/2/97 JIBCX BCF 0.36 Large Growth 0.84% 15.32% 8.28% 0.84% 4 17 7 4 3 NS
Fund 117, 13, 153, 57, 73, 90 10 9 9 10
72 8 15 72 2569 1452 1411 1158 1004 644
Capital Apprecia- 4/27/01 JICPX CPA 0.28 Large Growth -1.39% 13.90% 7.89% -1.39% 4 28 16 11 13 NS
tion Fund 106, 115, 12, 9 7 7 7
13, 15, 57, 73, 90 86 32 24 86 2569 1452 1411 1158 1004 644
ClearBridge Aggres- 7/30/99 SHRAX STW 0.65 Large Growth 5.71% 14.69% 6.79% 5.71% 3 33 51 39 26 40
sive Growth Fund 7 7 10 7
160, 163, 19, 74, 8, 81 32 16 55 32 2569 1452 1411 1158 1004 644
Fidelity Advisor 5/2/08 FINSX FNI 0.41 Large Growth 6.55% 13.04% 7.55% 6.55% 4 28 34 33 24 27
New Insights Fund 6 6 6 6
120, 137, 7 25 50 33 25 2569 1452 1411 1158 1004 644
Fidelity Contra 3/31/95 FCNTX CON 0.46 Large Growth 3.37% 13.46% 7.88% 3.37% 4 0 2 8 8 18
Fund 8 8 8 9
48 41 24 48 2569 1452 1411 1158 1004 644
Fundamental All 5/2/03 JEQAX QAC 0.26 Large Growth 8.34% 15.73% 6.28% 8.34% 3 16 NS NS NS NS
Cap Core Fund 7 6 8 8
101, 103, 13, 22, 38, 5, 50, 91 12 5 68 12 2569 4382 4006 3171 1664 644
• JPMorgan Large 5/4/12 OLGAX JPM 0.55 Large Growth -2.16% 11.51% 8.04% -2.16% 3 62 56 38 29 19
Cap Growth Fund 5 5 6 6
108, 124, 130 89 80 20 89 2569 1452 1411 1158 1004 644
Massachusetts 5/29/09 MITHX MIF 0.22 Large Growth 8.78% 13.72% 7.07% 8.78% 4 57 48 40 39 NS
Investors Fund 33 7 7 7 7
72 47 17 72 2569 1364 1283 1121 1015 627
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*
• RidgeWorth 11/7/16 STCAX RWL 0.47 Large Growth -3.34% 12.16% 7.08% -3.34% 3 69 40 26 22 27
Silvant Large Cap
- - - -
Growth Stock Fund 93 69 47 93 2569 1452 1411 1158 1004 644
165, 95
The Growth Fund 5/2/03 RGAEX GFA 0.33 Large Growth 8.44% 15.02% 6.93% 8.44% 4 0 20 41 50 47
of America 154, 38, 40, - 7 10 10
61, 65, 9 12 11 51 12 2569 1452 1411 1158 1004 644
TIAA-CREF Large- 11/7/16 TILIX TCI 0.06 Large Growth 7.05% 14.43% 8.26% 7.05% 4 0 0 2 3 8
Cap Growth Index - - - -
Fund 165, 95 21 20 15 21 2569 1452 1411 1158 1004 644
Vanguard Growth 5/4/07 VIGAX LGI 0.08 Large Growth 6.12% 14.05% 8.14% 6.12% 4 0 0 4 5 5
Index Fund 125, 98 10 10 10 10
28 28 18 28 2569 1452 1411 1158 1004 644
Mid Cap Value
Diamond Hill Small- 11/7/14 DHMAX DHS 0.75 Mid-Cap Value 17.81% 15.76% 9.11% 17.81% 5 36 30 23 18 NS
Mid Cap Fund 134 9 6 10 10
51 12 8 51 717 371 354 284 258 146
Fidelity Advisor 11/7/08 FLSAX FLC 0.58 Mid-Cap Value 9.04% 13.82% 6.46% 9.04% 2 96 85 57 57 43
Leveraged Company 6 5 6 4
Stock Fund 120, 3, 99 96 53 58 96 717 371 354 284 258 146
Harbor Mid Cap 11/7/14 HAMVX HAR 0.78 Mid-Cap Value 18.99% 17.09% 7.72% 18.99% 4 0 16 6 12 35
44 2 23 44 717 371 354 284 258 146
John Hancock 5/4/12 JVMRX DVM 0.32 Mid-Cap Value 15.35% 17.21% 10.55% 15.35% 5 0 25 25 19 NS
Disciplined Value 10 10 10 10
Mid Cap Fund 48 4 0 48 717 408 383 318 284 163
Mid Value Fund 5/6/05 JEMUX MVF 0.56 Mid-Cap Value 24.02% 15.76% 8.22% 24.02% 5 0 NS NS NS NS
13, 22, 31, 41, 53, 91 9 8 8 10
10 13 18 10 717 1176 1040 735 523 146
Vanguard Mid-Cap 11/8/13 VOE VOE 0.14 Mid-Cap Value 15.26% 15.56% 7.67% 15.26% 4 15 3 1 1 NS
Value ETF 118, 119, 123, 8 8 7 8
139, 76 71 16 24 71 717 371 354 284 258 146
WisdomTree Mid- 5/2/14 DON DON 0.44 Mid-Cap Value 20.29% 15.96% 8.47% 20.29% 5 0 0 3 4 NS
Cap Dividend ETF 10 10 10 10
119, 126, 139, 76 35 8 14 35 717 371 354 284 258 146
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*
Mid Cap Blend
Aston/Fairpointe 11/5/10 CHTTX AOM 0.81 Mid-Cap Blend 24.06% 15.47% 9.73% 24.06% 3 44 58 43 35 22
Mid Cap Fund 6 6 6 8
103, 104, 87, 99 10 18 2 10 717 371 354 284 258 146
• JPMorgan Intrep- 11/7/14 WOOPX JPI 0.65 Mid-Cap Blend 12.12% 14.74% 7.09% 12.12% 3 17 12 8 13 25
id Mid Cap Fund 134 9 7 10 10
69 26 47 69 717 408 383 318 284 163
• JPMorgan Mid 4/27/01 FLMVX MID 0.65 Mid-Cap Blend 14.62% 15.43% 8.52% 14.62% 5 17 2 15 20 16
12, 32, 71, 99 53 10 17 53 717 408 383 318 284 163
Lord Abbett Value 11/5/10 LVOTX LVO 0.67 Mid-Cap Blend 16.73% 13.35% 9.31% 16.73% 4 29 30 NS NS NS
Opportunities Fund - 6 7 7
154, 87, 99 31 0 0 31 717 408 383 318 284 163
• Mid Cap Index 8/18/00 JECIX MCI 0.06 Mid-Cap Blend 20.11% 14.86% 8.70% 20.11% 4 0 NS NS NS NS
Fund 101, 13, 22, 48, 57, 9 9 8 7
76, 82, 91 12 23 13 12 717 1290 1133 903 577 163
Value Fund 106, 123, 13,

10/2/97 JEVLX VLF 0.39 Mid-Cap Blend 15.76% 12.99% 7.46% 15.76% 3 69 NS NS NS NS
22, 77, 91, 99 6 6 7 5
43 64 41 43 717 1290 1133 903 577 163
Vanguard Strategic 11/7/16 VSEQX VSE 0.21 Mid-Cap Blend 17.92% 17.34% 7.55% 17.92% 4 31 27 9 10 31
Equity Fund 165, 95 - - - -
26 3 39 26 717 408 383 318 284 163
WisdomTree Mid- 5/2/14 EZM EZM 0.44 Mid-Cap Blend 19.71% 15.38% 0.00% 19.71% 4 31 17 13 8 NS
Cap Earnings ETF 8 6 8 8
119, 126, 139, 76 16 10 0 16 717 408 383 318 284 163
Mid Cap Growth
American Century Mid-Cap

11/5/10 TWHIX HER 0.65 3.21% 11.58% 8.59% 3.21% 4 30 30 37 33 26
Heritage Fund 54, 87 Growth
6 6 6 8
69 52 16 69 585 642 598 534 475 294
Baird MidCap Fund 0.66 Mid-Cap

11/7/14 BMDSX BAI 5.08% 10.25% 7.92% 5.08% 3 67 49 40 27 37
134
Growth 6 6 7 7
53 77 24 53 585 642 598 534 475 294
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*
• Franklin Small- 0.46 Mid-Cap

7/30/99 FRSGX SCG 4.33% 11.04% 6.60% 4.33% 3 52 43 28 31 27
Mid Cap Growth Growth 6 6 6 6
Fund
59 64 59 59 585 642 598 534 475 294
Janus Enterprise 0.64 Mid-Cap
11/7/16 JMGRX JEF 12.08% 14.91% 9.42% 12.08% 5 0 0 7 10 NS
Fund Growth 6 6 6 6
10 6 0 10 585 642 598 534 475 294
Mid Cap Stock 0.41 Mid-Cap
7/30/99 JIMSX MCS 0.61% 13.12% 6.47% 0.61% 3 64 55 40 44 NS
Fund 13, 23, 41, 47, 73, 90 Growth - - - -
87 27 62 87 585 642 598 534 475 294
Prudential Jen- 0.51 Mid-Cap
5/7/10 PEGZX JMG 4.12% 10.61% 7.92% 4.12% 4 52 46 40 28 18
nison Mid Cap Growth 6 6 6 9
Growth Fund 4, 71
62 74 24 62 585 642 598 534 475 294
Vanguard Mid-Cap 0.14 Mid-Cap
11/8/13 VOT VOT 6.75% 12.96% 7.35% 6.75% 4 0 2 13 18 NS
Growth ETF 118, 119, Growth 9 9 9 9
123, 139, 76
39 29 37 39 585 642 598 534 475 294
Small Cap Value
DFA U.S. Targeted 11/2/07 DFFVX DUT 0.37 Small Value 26.86% 15.98% 7.36% 26.86% 3 19 14 9 12 16
Value Fund 25 10 10 10 10
40 14 36 40 352 398 370 307 262 147
• Northern Small 5/2/14 NOSGX TRM 0.61 Small Value 27.87% 15.18% 7.53% 27.87% 4 0 0 10 13 16
Cap Value Fund 126 10 10 10 10
35 31 29 35 352 398 370 307 262 147
• Nuveen Small Cap 11/7/16 FSCCX ESC 0.88 Small Value 31.16% 17.68% 8.60% 31.16% 5 19 7 19 23 30
Value Fund 165, 95 - - - -
13 1 10 13 352 398 370 307 262 147
Royce Opportunity 5/14/04 RYPNX OPP 0.97 Small Value 29.86% 14.46% 7.03% 29.86% 2 61 77 54 47 36
Fund 36, 39 6 5 6 5
22 45 46 22 352 398 370 307 262 147
• Undiscovered 11/7/14 UBVLX UND 0.94 Small Value 20.84% 17.57% 9.11% 20.84% 5 12 2 1 4 24
Managers Behav- 8 8 9 9
ioral Value Fund 134 81 2 2 81 352 398 370 307 262 147
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*
Vanguard Small 11/3/06 VSIAX VIS 0.08 Small Value 24.78% 16.36% 7.71% 24.78% 5 31 17 6 6 NS
Cap Value Index 9 9 8 8
Fund 120, 125 61 10 0 61 352 398 370 307 262 147
WisdomTree Small- 5/2/14 DES DES 0.44 Small Value 31.05% 16.62% 7.48% 31.05% 4 0 0 3 4 NS
Cap Dividend ETF 10 10 10 10
119, 126, 139, 76 14 7 32 14 352 398 370 307 262 147
Small Cap Blend
DFA US Small Cap 11/3/06 DFSTX SCP 0.37 Small Blend 23.53% 16.00% 8.44% 23.53% 4 0 2 3 2 9
Fund 31, 54 9 9 9 9
29 12 14 29 625 725 642 531 481 257
Keeley Small Cap 5/2/08 KSCVX KSV 0.86 Small Blend 18.94% 11.92% 4.81% 18.94% 1 79 81 70 62 48
67 79 92 67 625 725 642 531 481 257
• New Opportuni- 5/2/03 JISOX SPO 0.34 Small Blend 20.48% 13.67% 5.41% 20.48% 2 60 46 30 25 NS
ties Fund 123, 13, 149, 9 8 8 8
16, 38, 41, 47, 49, 73, 75 53 57 84 53 625 725 642 531 481 257
Royce Pennsylvania 5/6/11 PENNX RPM 0.73 Small Blend 26.47% 11.50% 6.45% 26.47% 3 67 66 78 68 43
Mutual Fund 97, 99 5 5 5 5
11 83 57 11 625 725 642 531 481 257
• Small Cap Index 8/18/00 JESIX SCI 0.08 Small Blend 20.98% 14.20% 6.77% 20.98% 3 0 NS NS NS NS
Fund 101, 13, 22, 29, 76, 91 10 10 10 10
46 46 50 46 625 1720 1492 1164 828 257
Small Cap Value 5/6/05 JESVX SMV 0.67 Small Blend 22.67% 14.86% 8.93% 22.67% 4 0 NS NS NS NS
Fund 13, 22, 23, 53, 91 9 9 9 9
34 32 8 34 625 1720 1492 1164 828 257
Small Company 3/13/98 JISVX SMF 0.78 Small Blend 32.15% 13.80% 7.76% 32.15% 4 22 45 65 50 NS
Value Fund 13, 73 8 8 6 6
2 55 27 2 625 725 642 531 481 257
T. Rowe Price Small 4/27/01 PRSVX MSO 0.77 Small Blend 28.97% 13.98% 8.04% 28.97% 4 22 34 52 35 20
12, 130, 59 5 51 22 5 625 725 642 531 481 257
TIAA-CREF Small- 11/7/16 TISBX TCS 0.06 Small Blend 21.58% 14.71% 7.21% 21.58% 3 14 21 17 13 13
Cap Blend Index - - - -
Fund 165, 95 41 36 36 41 625 725 642 531 481 257
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*
Small Cap Growth
Invesco Small Cap 3/13/98 GTSVX SCO 0.47 Small Growth 11.70% 14.70% 8.78% 11.70% 4 0 2 5 5 5
Growth Fund 130, 17, 10 10 10 10
18, 44, 57, 67 41 12 9 41 1224 657 622 555 496 309
Small Cap Growth 5/6/05 JESGX SCF 0.64 Small Growth 2.29% 10.97% 5.89% 2.29% 2 85 NS NS NS NS
Fund 13, 22, 41, 53, 91 8 8 7 7
91 76 81 91 1224 1732 1580 1256 753 309
Vanguard Explorer 5/14/04 VEXRX EXP 0.35 Small Growth 12.47% 13.28% 7.21% 12.47% 3 21 14 13 14 24
Fund 120, 125, 39 10 9 9 9
37 32 52 37 1224 657 622 555 496 309
Vanguard Small 11/3/06 VSGAX VSG 0.08 Small Growth 10.73% 12.80% 8.17% 10.73% 3 0 3 9 6 NS
Cap Growth Index 9 9 9 9
Fund 120, 125, 41 48 39 0 48 1224 657 622 555 496 309
• Wells Fargo WSC- 0.8 Small Growth

5/8/15 WFA 7.72% 13.83% 7.79% 7.72% 3 40 27 10 7 NS
Small Company GX 10 7 10 10
Growth Fund 138, 163
72 23 0 72 1224 657 622 555 496 309
International/Global Value
Columbia Overseas Foreign Large

11/7/16 COSSX COV 0.87 1.08% 7.37% 0.00% 1.08% 4 14 3 NS NS NS
Value Fund 165, 95 Value
- - - -
63 0 0 63 1783 309 272 236 198 92
• DFA International 0.69 Foreign Small/

11/6/15 DISVX DFI 8.00% 11.55% 3.50% 8.00% 4 0 2 4 16 18
Small Cap Value Mid Value - - - 10
Fund 150
16 6 6 16 1783 58 54 39 31 14
DFA International 0.43 Foreign Large
11/3/06 DFIVX DVF 8.41% 6.28% 0.28% 8.41% 3 0 47 41 41 24
Value Fund Value 5 6 9 10
16 30 44 16 1783 309 272 236 198 92
International Small 0.57 Foreign Small/
11/20/98 JIIMX ISF -2.73% 6.62% 2.25% -2.73% 3 78 71 58 46 NS
Cap Fund Mid Value 7 7 7 8
87 60 30 87 1783 58 54 39 31 14
International 0.4 Foreign Large
7/30/99 JIVIX ITV 12.67% 6.42% 1.07% 12.67% 3 21 44 42 28 NS
Value Fund 13, 23, Value 10 10 10 10
47, 73, 9
6 26 16 6 1783 309 272 236 198 92
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*
iShares MSCI EAFE 0.46 Foreign Large

11/8/13 EFV EFV 4.87% 6.05% -0.36% 4.87% 3 0 49 32 31 NS
Value ETF 118, 119, Value 10 10 10 10
139, 76
28 36 61 28 1783 309 272 236 198 92
• John Hancock 0.5 Foreign Large
7/30/99 JDIUX ITS -0.18% 7.94% 0.00% -0.18% 5 13 26 NS NS NS
Disciplined Value Value
7 7 7 7
International Fund
13, 159, 70, 73, 74, 79 63 9 0 63 1783 677 651 531 477 240
Templeton World 2/15/94 TEMWX DIV 0.56 World Stock 12.50% 9.68% 3.49% 12.50% 3 48 78 53 41 39
Fund 41, 80, 81 7 5 5 4
7 42 57 7 1783 937 841 649 562 279
International/Global Blend
Aberdeen Interna- Foreign Large

11/2/12 GIGSX AIE 0.78 6.49% 1.87% 1.07% 6.49% 2 84 83 64 42 33
tional Equity Fund Blend
113 5 4 5 5
4 97 29 4 2056 677 651 531 477 240
Capital World 7/25/08 RWIFX CGI 0.44 World Stock 6.80% 10.33% 4.69% 6.80% 4 0 4 14 20 16
Growth and Income 10 9 10 9
Fund 37, 61, 65 35 27 26 35 2056 937 841 649 562 279
Dodge & Cox 0.54 Foreign Large

5/6/11 DODFX DCI 8.26% 7.98% 2.11% 8.26% 4 23 56 25 19 20
International Blend 9 10 9 9
Stock Fund
2 8 15 2 2056 677 651 531 477 240
Franklin Mutual 11/22/96 MDISX DIS 0.74 World Stock 12.86% 10.40% 5.84% 12.86% 5 0 27 26 25 21
Global Discovery 9 8 8 9
Fund 132, 42, 61 6 26 7 6 2056 937 841 649 562 279
• International 0.12 Foreign Large

8/18/00 JIEQX IIF 4.45% 4.78% 0.77% 4.45% 3 22 NS NS NS NS
Equity Index Fund Blend 5 7 8 8
110, 13, 15, 21, 22, 29, 76, 91
15 0 0 15 2056 1649 1493 1132 687 240
Lazard Interna- 0.69 Foreign Large
5/8/15 LZIOX LAZ -4.46% 6.38% 1.52% -4.46% 4 42 14 6 4 24
tional Equity Fund Blend 9 9 9 9
138, 140
93 34 22 93 2056 677 651 531 477 240
T. Rowe Price 0.69 Foreign Large
5/8/15 TROSX TRO 2.90% 6.70% 1.22% 2.90% 4 0 16 7 7 NS
Overseas Stock Blend 10 10 10 10
Fund 138, 141
25 25 26 25 2056 677 651 531 477 240
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*
Vanguard Total 5/2/14 VT VTA 0.2 World Stock 8.77% 9.87% 0.00% 8.77% 3 0 19 39 41 NS
World Stock
10 10 10 10
Index ETF 119, 126, 18 38 0 18 2056 937 841 649 562 279
139, 76
International/Global Growth
EuroPacific Growth Foreign Large

5/2/03 RERFX EPG 0.49 1.00% 7.17% 2.92% 1.00% 5 0 11 12 17 12
Fund 40, 41, 47, 61, 65, 85 Growth
8 8 10 10
21 26 9 21 1781 339 327 279 237 129
• Invesco Interna- 0.63 Foreign Large

5/6/05 AIEVX IOF -0.53% 6.04% 2.75% -0.53% 4 21 14 22 17 15
tional Growth Fund Growth 5 5 6 9
110, 53, 57, 73
38 55 14 38 1781 339 327 279 237 129
iShares MSCI EAFE 0.46 Foreign Large
11/8/13 EFG EFG -3.34% 6.36% 1.44% -3.34% 3 13 12 21 32 NS
Growth ETF 118, 119, Growth 10 10 10 10
139, 76
60 48 55 60 1781 339 327 279 237 129
John Hancock 0.49 Foreign Large
11/3/06 GOIOX IGR -4.74% 8.88% 3.21% -4.74% 5 13 11 18 15 NS
International Growth 10 10 10 10
Growth Fund 13, 131
72 5 3 72 1781 339 327 279 237 129
New Perspective 7/25/08 RNPFX ANP 0.45 World Stock 2.14% 11.46% 6.06% 2.14% 5 21 4 2 2 3
Fund 37, 61, 65 9 9 9 9
77 13 6 77 1781 937 841 649 562 279
Oppenheimer Glob- 8/18/00 OPPAX WWF 0.65 World Stock 0.16% 10.21% 4.09% 0.16% 3 40 47 23 19 20
al Fund 130, 29, 56, 81 6 6 7 7
87 30 41 87 1781 937 841 649 562 279
Oppenheimer In- 0.64 Foreign Large
11/7/08 OIGYX OIG -2.06% 7.62% 3.55% -2.06% 4 21 8 8 5 NS
ternational Growth Growth 9 9 9 9
Fund 129, 3
49 15 1 49 1781 339 327 279 237 129
SMALLCAP World 7/25/08 RSLFX ASW 0.72 World Stock 6.11% 12.12% 5.78% 6.11% 4 0 10 11 8 8
Fund 37, 61, 65 6 9 8 8
42 9 8 42 1781 937 841 649 562 279
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*
Specialty
DFA Emerging Diversified

Markets Value 11/3/06 DFEVX DEM 0.56 Emerging 19.84% 1.33% 2.27% 19.84% 3 20 53 59 53 30
Fund 99 Markets 5 5 5 8
5 56 30 5 1783 674 580 378 284 133
New World Fund 0.65 Diversified

37, 61, 65, 99
7/25/08 RNWFX ANW Emerging 4.27% 4.75% 3.42% 4.27% 5 35 29 28 30 44
Markets 9 9 9 9
74 6 7 74 1781 674 580 378 284 133

• Northern Emerg- 0.15 Diversified
ing Markets Equity 5/2/14 NOEMX EME Emerging 10.63% 0.89% 1.01% 10.63% 3 39 45 45 44 NS
Index Fund 126, 76, 99 Markets 10 10 10 10
35 63 56 35 2056 674 580 378 284 133

Oppenheimer 0.82 Diversified
Developing Markets 11/22/96 ODVYX DMK Emerging 7.17% 3.04% 4.48% 7.17% 4 35 16 11 7 NS
Fund Markets 9 9 9 9
57 22 1 57 1781 674 580 378 284 133
Sector
Financial Industries 4/27/01 JEFSX FSF 0.57 Financial 19.37% 14.28% 3.74% 19.37% 3 48 NS NS NS NS
Fund 12, 13, 131, 132, 14, 6 6 6 5
15, 22, 91 47 65 34 47 1147 212 198 169 123 55
iShares Gold Trust 0.31 Commodities

ETF 118, 119, 139, 76 11/8/13 IAU GLD Precious 8.88% -5.65% 5.88% 8.88% 0 0 1 1 3 NS
Metals - - - -
40 10 1 40 1147 22 18 16 11 NS
Janus Global Life 6/10/16 JFNIX JGL 0.68 Health -12.27% 20.10% 12.35% -12.27% 4 15 17 6 7 NS
Sciences Fund 157 - - - 8
62 12 0 62 1147 131 128 114 110 76
• Natural 0.49 Natural
5/2/03 JINRX RES 33.80% -5.48% -2.69% 33.80% 2 79 86 82 79 NS
Resources Fund Resources 5 5 5 5
112, 13, 131, 14, 38, 73
18 92 93 18 1147 138 129 110 93 38
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*
• PIMCO Commod- Commodities

5/6/11 PCRRX CRR 0.93 14.36% -9.19% -3.68% 14.36% 3 35 34 28 20 30
ity Real Return Broad Basket
- - - -
Strategy Fund 128, 97
23 61 30 23 1147 130 124 77 40 5
Real Estate Securi- 10/2/97 JIREX REF 0.29 Real Estate 6.91% 11.07% 4.81% 6.91% 3 0 0 20 16 NS
ties Fund 13, 14, 57, 73 9 10 10 8
37 41 32 37 1147 259 242 203 181 119
Science & 10/2/97 JESTX STF 0.63 Technology 8.39% 15.66% 10.02% 8.39% 4 0 NS NS NS NS
Technology Fund 7 7 9 7
122, 13, 14, 22, 57, 62, 91, 92 60 33 17 60 1147 454 409 350 259 121
T. Rowe Price 4/27/01 PRHSX HLS 0.61 Health -10.35% 21.70% 14.44% -10.35% 5 35 22 17 17 10
Health Sciences 9 7 7 8
Fund 49 3 3 49 1147 131 128 114 110 76
T. Rowe Price 5/3/96 PASTX SCT 0.66 Technology 11.55% 15.61% 9.64% 11.55% 3 0 3 15 25 28
Science & Technol- 7 5 7 6
ogy Fund 14, 62 47 34 30 47 1147 204 197 183 176 121
Tocqueville Gold 0.94 Equity Precious

11/8/13 TGLDX TGF 40.42% -13.48% -1.57% 40.42% 4 48 41 17 13 20
Fund 118, 123 Metals - - - -
94 43 18 94 1147 71 70 66 60 40
Utilities Fund 115, 12,
4/27/01 JEUTX ULT 0.42 Utilities 11.36% 7.93% 6.40% 11.36% 3 49 NS NS NS NS
13, 14, 22, 91 5 5 4 4
81 74 35 81 1147 229 185 165 117 41
Vanguard Energy 9/6/02 VGELX VEN 0.31 Equity Energy 33.18% 1.74% 2.82% 33.18% 4 0 0 11 14 12
Fund 120, 125, 14, 34 10 7 7 7
25 30 31 25 1147 108 94 79 77 35
Balanced
American Balanced Allocation--50%

5/2/03 RLBEX ABF 0.28 8.50% 10.77% 6.48% 8.50% 5 0 0 0 0 10
Fund 160, 31, 38, 40, 50, to 70% Equity
61, 65 9 9 9 9
26 5 10 26 - 780 749 596 533 301
BlackRock Global 0.62 World

11/7/08 MALOX BGA 4.09% 5.94% 4.90% 4.09% 4 19 20 27 30 18
Allocation Fund Allocation 7 7 7 7
3, 57, 63
70 49 17 70 396 442 410 284 238 109
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*
Capital Income 0.29 World

7/25/08 RIREX CIB 6.87% 7.24% 3.97% 6.87% 4 0 0 2 9 22
Builder 154,37, 61, 65 Allocation - 7 6 6
28 17 42 28 - 442 410 284 238 109
Franklin Founding 0.5 Allocation--70%
5/2/08 FFAAX TFF 13.82% 9.88% 4.03% 13.82% 3 44 67 41 32 41
Funds Allocation to 85% Equity 5 4 6 7
Fund 132, 61, 7
5 16 63 5 352 388 369 271 240 132
Ivy Asset Strategy World
5/29/09 WASAX IAS 0.49 -5.42% 4.07% 4.83% -5.42% 2 88 82 55 52 33
Fund 33 Allocation
4 4 4 6
99 79 18 99 396 442 410 284 238 109
• John Hancock 5/6/11 JAAIX ALA 1.02 Multialternative 3.30% 3.25% 0.00% 3.30% 3 30 28 24 15 NS
Alternative Asset
- - - -
Allocation Fund 32 44 0 32 237 264 214 135 103 10
113, 13
MainStay Income 0.57 World

11/7/16 MTOIX MSI 9.42% 9.22% 5.96% 9.42% 5 0 0 1 1 9
Builder Fund 165, 95 Allocation - - - -
14 2 3 14 - 442 410 284 238 109
Pax World Bal- 0.53 Allocation--50%
11/6/09 PAXWX PAX 5.79% 8.03% 4.05% 5.79% 3 36 29 46 53 46
anced Fund 1 to 70% Equity 5 5 9 8
74 52 73 74 722 780 749 596 533 301
• PIMCO All Asset Tactical
11/2/12 PAUIX PAA 1.8 13.73% 1.75% 4.27% 13.73% 3 65 72 72 50 38
All Authority Fund Allocation
113 3 3 3 3
6 86 23 6 250 279 242 159 93 54
• PIMCO All Asset 0.915 Tactical

5/14/04 PAALX AAF 13.13% 3.70% 4.53% 13.13% 4 49 52 55 38 29
Fund 115, 39 Allocation 4 5 5 5
9 68 14 9 250 279 242 159 93 54
T. Rowe Price 0.55 Allocation--50%
11/5/10 PRWCX TCP 8.22% 12.45% 7.93% 8.22% 5 0 0 0 0 4
Capital to 70% Equity 9 9 9 9
Appreciation Fund
29 1 1 29 - 780 749 596 533 301
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*
The Income Fund 0.28 Allocation--70%

7/25/08 RIDFX IFA 10.89% 9.60% 5.69% 10.89% 5 0 0 7 5 12
of America 37, 61, 65, 99 to 85% Equity 10 10 10 10
15 24 6 15 352 388 369 271 240 132
Target Date
American Century Target-Date

6/10/16 ARGNX ACK 0.64 7.92% 0.00% 0.00% 7.92% 0 NS NS NS NS NS
One Choice 2060 2060+
114, 157 - - - -
48 0 0 48 - 9 1 NS NS NS
American Century 0.64 Target-Date

5/2/14 ARENX ACJ 7.82% 10.42% 0.00% 7.82% 4 11 5 NS NS NS
One Choice 2055 2055 7 7 7 8
114, 126
62 31 0 62 122 146 123 56 9 NS
5/2/14 ARFSX ACI 7.60% 10.21% 0.00% 7.60% 4 12 6 6 6 NS
One Choice 2050 2050 7 7 8 8
114, 126
64 30 0 64 169 198 177 124 98 7
5/2/14 AOOIX ACH 7.43% 10.02% 5.64% 7.43% 5 20 8 11 11 NS
One Choice 2045 2045 8 8 9 8
114, 126
67 38 4 67 150 175 161 113 79 1
5/2/14 ARDSX ACG 0.58 7.11% 9.53% 0.00% 7.11% 4 14 7 11 13 NS
One Choice 2040 2040
114, 126 8 8 9 8
71 44 0 71 - 205 185 146 125 31

5/2/14 ARLIX ACF 6.75% 8.90% 5.38% 6.75% 4 45 13 21 19 NS
One Choice 2035 2035 9 8 9 7
114, 126
79 58 4 79 150 175 161 114 80 7
5/2/14 ARCSX ACE 6.63% 8.24% 0.00% 6.63% 3 34 12 21 20 NS
One Choice 2030 2030 8 8 9 8
114, 126
72 54 0 72 177 205 185 146 125 31
5/2/14 ARWFX ACD 6.42% 7.62% 5.19% 6.42% 4 37 13 23 20 NS
One Choice 2025 2025 8 8 9 8
114, 126
70 56 4 70 150 175 161 114 80 7
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*

5/2/14 ARBSX ACC 0.47 6.19% 7.10% 0.00% 6.19% 3 15 5 8 9 NS
One Choice 2020 2020
114, 126 8 8 8 7
55 41 0 55 177 205 185 146 125 31

5/2/14 ATTIX ACA 6.12% 6.46% 5.07% 6.12% 4 0 7 4 3 NS
One Choice In Re- Retirement 6 6 6 6
tirement 114, 126, 136
16 1 4 16 133 151 146 121 104 29
• American Funds Target-Date
3/24/16 REMTX AFM 0.47 8.29% 0.00% 0.00% 8.29% 0 NS NS NS NS NS
2060 Target Date 2060+
- - - -
Retirement Fund
114, 151 34 0 0 34 - 9 1 NS NS NS
American Funds 0.47 Target-Date

3/24/16 REKTX AFL 8.34% 11.45% 0.00% 8.34% 5 0 0 0 NS NS
2055 Target Date 2055
- - - 10
Retirement Fund
114, 151 44 3 0 44 - 146 123 56 9 NS

3/24/16 REITX AFK 8.27% 11.49% 0.00% 8.27% 5 0 0 0 2 NS
- - - 10
Retirement Fund
114, 151 46 1 0 46 - 198 177 124 98 7

3/24/16 REHTX AFJ 8.20% 11.47% 0.00% 8.20% 5 0 0 0 2 NS
Retirement Fund - - - 10
114, 151
47 1 0 47 - 175 161 113 79 1
American Funds Target-Date

3/24/16 REGTX AFG 0.42 8.10% 11.40% 0.00% 8.10% 5 0 0 0 1 NS
- - - 10
Retirement Fund
114, 151 42 1 0 42 - 205 185 146 125 31

3/24/16 REFTX AFF 7.94% 11.24% 0.00% 7.94% 5 0 0 0 1 NS
- - - 10
Retirement Fund
114, 151 43 1 0 43 - 175 161 114 80 7

3/24/16 REETX AFE 7.64% 11.10% 0.00% 7.64% 5 0 0 0 0 NS
- - - 10
Retirement Fund
114, 151 40 1 0 40 - 205 185 146 125 31
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*

3/24/16 REDTX AFD 7.21% 10.36% 0.00% 7.21% 5 0 0 0 0 NS
- - - 10
Retirement Fund
114, 151 36 1 0 36 - 175 161 114 80 7

3/24/16 RECTX AFC 0.37 6.99% 8.91% 0.00% 6.99% 5 0 0 0 2 NS
- - - 10
Retirement Fund
114, 151 28 2 0 28 - 205 185 146 125 31

3/24/16 REJTX AFB 7.59% 7.98% 0.00% 7.59% 5 0 0 0 0 NS
- - - 10
Retirement Fund
114, 151 5 3 0 5 - 110 101 77 54 7

3/24/16 REATX AFA 0.36 7.39% 7.12% 0.00% 7.39% 5 0 0 0 0 NS
2010 Target Date 2000-2010
- - - 10
Retirement Fund
114, 151 8 2 0 8 - 101 93 76 63 29
• BlackRock Life- 0.14 Target-Date

6/10/16 LIVKX BRJ 8.37% 10.71% 0.00% 8.37% 4 0 0 NS NS NS
Path Index 2055 2055 - - - 10
Fund 114, 157
42 22 0 42 - 146 123 56 9 NS
6/10/16 LIPKX BRI 8.40% 10.33% 0.00% 8.40% 4 0 0 NS NS NS
Path Index 2050 2050 - - - 9
Fund 114, 157
41 24 0 41 - 198 177 124 98 7
6/10/16 LIHKX BRH 8.28% 9.89% 0.00% 8.28% 3 0 0 NS NS NS
Path Index 2045 2045 - - - 6
Fund 114, 157
45 45 0 45 - 175 161 113 79 1
• BlackRock Life- Target-Date
6/10/16 LIKKX BRG 0.15 8.10% 9.42% 0.00% 8.10% 3 0 0 NS NS NS
Path Index 2040 2040
- - - 6
Fund 114, 157
42 47 0 42 - 205 185 146 125 31

6/10/16 LIJKX BRF 7.74% 8.85% 0.00% 7.74% 3 40 12 NS NS NS
Path Index 2035 2035 - - - 6
Fund 114, 157
51 61 0 51 - 175 161 114 80 7
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*

6/10/16 LINKX BRE 7.29% 8.27% 0.00% 7.29% 3 34 6 NS NS NS
Path Index 2030 2030 - - - 6
Fund 114, 157
52 52 0 52 - 205 185 146 125 31
6/10/16 LIBKX BRD 6.87% 7.63% 0.00% 6.87% 4 37 9 NS NS NS
Path Index 2025 2025 - - - 8
Fund 114, 157
51 55 0 51 - 175 161 114 80 7
• BlackRock Life- Target-Date
6/10/16 LIMKX BRC 0.12 6.32% 6.86% 0.00% 6.32% 3 0 0 NS NS NS
Path Index 2020 2020
- - - 7
Fund 114, 157
50 47 0 50 - 205 185 146 125 31

6/10/16 LIRKX BRA 5.82% 5.58% 0.00% 5.82% 4 0 0 NS NS NS
Path Index Retire- Retirement
ment Fund 114, 157 - - - 7
23 14 0 23 - 151 146 121 104 29
• JH Thru 2060 Target-Date

6/10/16 JRETX LXL 0.39 0.00% 0.00% 0.00% 0.00% 0 NS NS NS NS NS
Active Strategy 114, 2060+
13, 157, 99 - - - -
0 0 0 0 - 9 1 NS NS NS
• JH Retirement 0.39 Target-Date

5/2/14 JLKUX LXK 8.65% 0.00% 0.00% 8.65% 0 NS NS NS NS NS
Through 2055 - 2055
- - - -
Active Strategies
114, 13, 157, 99 34 0 0 34 - 146 123 56 9 NS

5/6/11 JLKOX LXJ 8.76% 10.21% 0.00% 8.76% 4 0 11 NS NS NS
Through 2050 - 2050
- 6 8 8
Active Strategies
114, 126, 13 33 29 0 33 169 198 177 124 98 7

11/3/06 JLJOX LXI 8.76% 10.20% 4.81% 8.76% 3 0 15 10 15 NS
Through 2045 - 2045
7 7 8 8
Active Strategies
111,114, 125, 13, 97 31 30 22 31 150 175 161 113 79 1
• JH Retirement Target-Date
11/3/06 JLIOX LXH 0.37 8.73% 10.19% 4.81% 8.73% 3 0 14 12 16 NS
Through 2040 - 2040
7 7 8 8
Active Strategies
101, 111,114, 125, 13, 46 28 22 23 28 177 205 185 146 125 31
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*

11/3/06 JLHOX LXG 8.66% 10.10% 4.78% 8.66% 3 17 27 17 22 NS
Through 2035 - 2035
7 7 8 8
Active Strategies
101, 111,114, 125, 13, 46 18 21 19 18 150 175 161 114 80 7

11/3/06 JLFOX LXF 8.41% 9.75% 4.60% 8.41% 3 15 24 16 25 NS
Through 2030 - 2030
7 7 8 8
Active Strategies
101, 111,114, 125, 13, 46 16 11 20 16 177 205 185 146 125 31

11/3/06 JLEOX LXE 8.37% 9.20% 4.56% 8.37% 4 20 30 16 23 NS
Through 2025 - 2025
8 8 9 8
Active Strategies
101, 111,114, 125, 13, 46 6 12 22 6 150 175 161 114 80 7
11/3/06 JLDOX LXD 0.36 8.12% 8.35% 4.53% 8.12% 4 15 21 14 21 NS
Through 2020 - 2020
7 8 9 8
Active Strategies
101, 111,114, 125, 13, 46 6 7 17 6 177 205 185 146 125 31

11/3/06 JLBOX LXC 7.70% 7.50% 4.41% 7.70% 3 19 26 14 14 NS
Through 2015 - 2015
7 8 9 8
Active Strategies
101, 111,114, 125, 13, 46 3 16 26 3 92 110 101 77 54 7
11/3/06 JLAOX LXB 0.37 7.44% 6.80% 4.38% 7.44% 4 0 24 13 9 NS
Through 2010 - 2000-2010
7 8 8 8
Active Strategies
101, 111,114, 125, 13, 46, 57 5 14 16 5 84 101 93 76 63 29

6/10/16 JRODX LYA 0.00% 0.00% 0.00% 0.00% 0 NS NS NS NS NS
Through 2060 - 2060+
- - - -
Managed Portfolio
114, 13, 157, 99 0 0 0 0 - 9 1 NS NS NS

5/2/14 JLKZX LXZ 10.40% 0.00% 0.00% 10.40% 0 NS NS NS NS NS
Through 2055 - 2055
- - - -
Managed Portfolio
114, 126, 13 4 0 0 4 - 146 123 56 9 NS

5/2/14 JRLWX LXY 10.34% 0.00% 0.00% 10.34% 4 18 NS NS NS NS
Through 2050 - 2050
Managed Portfolio
114, 126, 13 - - - -
8 0 0 8 169 198 177 124 98 7
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*
5/2/14 JRLQX LXX 0.18 10.35% 0.00% 0.00% 10.35% 5 0 NS NS NS NS
Through 2045 - 2045
- - - -
Managed Portfolio
114, 126, 13 3 0 0 3 150 175 161 113 79 1

5/2/14 JRTTX LXW 10.42% 0.00% 0.00% 10.42% 5 0 NS NS NS NS
Through 2040 - 2040
- - - -
Managed Portfolio
114, 126, 13 6 0 0 6 177 205 185 146 125 31

5/2/14 JRTKX LXV 10.13% 0.00% 0.00% 10.13% 5 0 NS NS NS NS
Through 2035 - 2035
- - - -
Managed Portfolio
114, 126, 13 3 0 0 3 150 175 161 114 80 7

5/2/14 JRTGX LXU 9.93% 0.00% 0.00% 9.93% 5 0 NS NS NS NS
Through 2030 - 2030
- - - -
Managed Portfolio
114, 126, 13 6 0 0 6 177 205 185 146 125 31
5/2/14 JRTBX LXT 0.21 9.44% 0.00% 0.00% 9.44% 5 0 NS NS NS NS
Through 2025 - 2025
- - - -
Managed Portfolio
114, 126, 13 1 0 0 1 150 175 161 114 80 7

5/2/14 JRLOX LXS 9.00% 0.00% 0.00% 9.00% 5 0 NS NS NS NS
Through 2020 - 2020
- - - -
Managed Portfolio
114, 126, 13 1 0 0 1 - 205 185 146 125 31
5/2/14 JRLIX LXR 0.24 8.43% 0.00% 0.00% 8.43% 4 34 NS NS NS NS
Through 2015 - 2015
- - - -
Managed Portfolio
114, 126, 13 1 0 0 1 92 110 101 77 54 7

5/2/14 JRLDX LXQ 7.98% 0.00% 0.00% 7.98% 5 30 NS NS NS NS
Through 2010 - 2000-2010
- - - -
Managed Portfolio
114, 126, 13 1 0 0 1 - 101 93 76 63 29
• JH Retirement To 0.18 Target-Date

6/10/16 JCHOX CZL 0.00% 0.00% 0.00% 0.00% 0 NS NS NS NS NS
2060 - Managed 2060+ - - - -
Portfolio 114, 13, 157, 99
0 0 0 0 - 9 1 NS NS NS
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*

5/2/14 JRIYX CZK 9.84% 0.00% 0.00% 9.84% 0 NS NS NS NS NS
2055 - Managed 2055 - - - -
Portfolio 114, 126, 13
8 0 0 8 - 146 123 56 9 NS
• JH Retirement To Target-Date
5/6/11 JRIOX CZJ 0.18 9.76% 9.23% 0.00% 9.76% 3 23 29 NS NS NS
2050 - Managed 2050
- 7 7 7
Portfolio
111, 114, 125, 13, 97 14 69 0 14 169 198 177 124 98 7

5/7/10 JRVOX CZI 9.82% 9.25% 0.00% 9.82% 3 28 32 45 NS NS
2045 - Managed 2045
7 7 7 7
Portfolio 101, 111, 114,
125, 13, 2 7 74 0 7 150 175 161 113 79 1

5/7/10 JRROX CZH 9.54% 9.16% 0.00% 9.54% 3 27 23 34 NS NS
2040 - Managed 2040
7 7 7 7
Portfolio 101, 111, 114,
125, 13, 2 13 55 0 13 177 205 185 146 125 31

5/7/10 JRYOX CZG 9.04% 8.79% 0.00% 9.04% 3 35 29 40 NS NS
2035 - Managed 2035
8 8 8 7
Portfolio 101, 111, 114,
125, 13, 2 11 62 0 11 150 175 161 114 80 7
5/7/10 JRHOX CZF 0.16 8.31% 8.07% 0.00% 8.31% 3 27 23 34 NS NS
2030 - Managed 2030
7 8 7 8
Portfolio 101, 111, 114,
125, 13, 2 18 59 0 18 177 205 185 146 125 31

5/7/10 JREOX CZE 6.78% 6.82% 0.00% 6.78% 2 42 39 48 NS NS
2025 - Managed 2025
8 8 8 7
Portfolio 101, 111, 114,
125, 13, 2 57 77 0 57 150 175 161 114 80 7
5/7/10 JRWOX CZD 0.16 5.17% 5.06% 0.00% 5.17% 2 54 46 51 NS NS
2020 - Managed 2020
8 8 8 8
Portfolio 101, 111, 114,
125, 13, 2 83 82 0 83 177 205 185 146 125 31

5/7/10 JRFOX CZC 3.36% 3.14% 0.00% 3.36% 2 53 54 62 NS NS
Income - Managed 2015
8 8 7 7
Portfolio 101, 111, 114,
125, 13, 153, 155, 2 90 84 0 90 133 151 146 121 104 29
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*
• JPMorgan Smart 0.4 Target-Date

6/10/16 JFFAX JPX 6.54% 0.00% 0.00% 6.54% 3 46 25 NS NS NS
Retirement 2055 2055 - - - -
114, 128, 157
86 0 0 86 - 146 123 56 9 NS
6/10/16 JTSAX JPW 6.47% 10.25% 0.00% 6.47% 4 33 23 11 8 NS
Retirement 2050 2050 - - - 7
114, 128, 157
85 28 0 85 - 198 177 124 98 7
• JPMorgan Smart Target-Date
6/10/16 JSAAX JPV 0.4 6.54% 10.29% 0.00% 6.54% 4 33 25 13 10 NS
Retirement 2045 2045
114, 128, 157 - - - 10
87 25 0 87 - 175 161 113 79 1

6/10/16 SMTAX JPU 6.53% 10.25% 5.22% 6.53% 4 27 24 10 9 NS
Retirement 2040 2040 - - - 7
114, 128, 157
84 20 10 84 - 205 185 146 125 31
6/10/16 SRJAX JPT 6.15% 10.02% 0.00% 6.15% 4 26 26 14 15 NS
Retirement 2035 2035 - - - 8
114, 128, 157
87 24 0 87 - 175 161 114 80 7
6/10/16 JSMAX JPS 5.88% 9.39% 4.93% 5.88% 4 22 23 13 15 NS
Retirement 2030 2030 - - - 9
114, 128, 157
86 20 13 86 - 205 185 146 125 31
• JPMorgan Smart Target-Date
6/10/16 JNSAX JPR 0.34 5.88% 8.70% 0.00% 5.88% 4 27 25 12 9 NS
114, 128, 157 - - - 9
82 23 0 82 - 175 161 114 80 7
JPMorgan Smart 0.31 Target-Date

6/10/16 JTTAX JPQ 5.58% 7.65% 4.67% 5.58% 4 15 16 7 5 NS
Retirement 2020 2020 - - - 9
114, 128, 157
73 23 10 73 - 205 185 146 125 31
JPMorgan Smart Target-Date
6/10/16 JSFAX JPP 0.25 4.82% 6.27% 4.24% 4.82% 3 55 37 22 16 NS
114, 128, 157, 99 - - - 9
87 67 48 87 - 110 101 77 54 7
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*
JPMorgan Smart 0.22 Target-Date

6/10/16 JSRAX JPO 4.97% 5.19% 4.25% 4.97% 4 27 26 12 10 NS
Retirement Income Retirement - - - 7
114, 128, 157
55 22 21 55 - 151 146 121 104 29
T. Rowe Price 0.61 Target-Date
6/10/16 TRRLX TRZ 7.63% 0.00% 0.00% 7.63% 0 NS NS NS NS NS
Retirement 2060 2060+ - - - -
114, 157
57 0 0 57 - 9 1 NS NS NS
5/2/14 TRRNX TRY 7.73% 11.14% 5.64% 7.73% 5 11 1 1 1 NS
Retirement 2055 2055 9 8 9 8
114, 126
63 7 1 63 122 146 123 56 9 NS
T. Rowe Price Target-Date
5/2/14 TRRMX TRX 0.61 7.71% 11.14% 5.65% 7.71% 5 12 1 1 1 NS
114, 126 9 8 9 8
62 5 1 62 - 198 177 124 98 7

5/2/14 TRRKX TRW 7.69% 11.14% 5.65% 7.69% 4 20 2 1 1 NS
Retirement 2045 2045 8 8 9 8
114, 126
62 4 1 62 150 175 161 113 79 1
5/2/14 TRRDX TRV 7.63% 11.12% 5.64% 7.63% 4 14 4 2 1 4
Retirement 2040 2040 8 8 9 8
114, 126
58 2 1 58 177 205 185 146 125 31
5/2/14 TRRJX TRU 7.64% 10.87% 5.52% 7.64% 4 17 4 2 1 2
Retirement 2035 2035 9 9 10 8
114, 126
56 4 1 56 150 175 161 114 80 7
5/2/14 TRRCX TRT 0.57 7.69% 10.43% 5.45% 7.69% 4 0 3 1 3 4
114, 126 9 8 10 8
39 3 1 39 177 205 185 146 125 31

5/2/14 TRRHX TRS 7.55% 9.75% 5.32% 7.55% 4 0 5 2 5 7
Retirement 2025 2025 9 9 9 9
114, 126
20 4 1 20 150 175 161 114 80 7
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*

5/2/14 TRRBX TRR 0.51 7.41% 8.96% 5.19% 7.41% 5 0 4 2 6 6
114, 126 9 9 9 8
14 1 1 14 177 205 185 146 125 31

5/2/14 TRRGX TRQ 7.31% 8.06% 5.04% 7.31% 4 0 2 4 8 5
Retirement 2015 2015 8 9 9 9
114, 126
11 1 1 11 92 110 101 77 54 7
5/2/14 TRRAX TRP 7.11% 7.03% 4.76% 7.11% 4 0 0 5 9 8
Retirement 2010 2000-2010 6 7 8 8
114, 126
14 5 1 14 - 101 93 76 63 29
Vanguard Target 0.16 Target-Date
6/10/16 VTTSX VGL 8.84% 0.00% 0.00% 8.84% 0 0 0 NS NS NS
Retirement 2060 2060+ - - - -
114, 157
21 0 0 21 - 9 1 NS NS NS
Vanguard Target Target-Date
6/10/16 VFFVX VGK 0.16 8.88% 10.51% 0.00% 8.88% 4 0 0 10 NS NS
114, 157 - - - 8
27 26 0 27 - 146 123 56 9 NS

6/10/16 VFIFX VGJ 8.85% 10.54% 5.27% 8.85% 5 0 0 9 11 NS
Retirement 2050 2050 - - - 7
114, 157
29 17 10 29 - 198 177 124 98 7
6/10/16 VTIVX VGI 8.87% 10.54% 5.27% 8.87% 4 0 0 9 11 9
Retirement 2045 2045 - - - 7
114, 157
28 18 10 28 - 175 161 113 79 1
6/10/16 VFORX VGH 8.73% 10.51% 5.26% 8.73% 5 0 0 10 12 NS
Retirement 2040 2040 - - - 7
114, 157
27 14 8 27 - 205 185 146 125 31
6/10/16 VTTHX VGG 0.15 8.26% 10.15% 5.09% 8.26% 4 0 0 9 11 9
114, 157 - - - 8
32 16 10 32 - 175 161 114 80 7
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*

6/10/16 VTHRX VGF 7.85% 9.50% 4.98% 7.85% 5 0 0 10 12 NS
Retirement 2030 2030 - - - 8
114, 157
32 17 11 32 - 205 185 146 125 31
6/10/16 VTTVX VGE 0.15 7.48% 8.86% 5.00% 7.48% 4 0 0 8 11 9
114, 157 - - - 8
23 18 7 23 - 175 161 114 80 7

6/10/16 VTWNX VGD 6.95% 8.17% 4.99% 6.95% 5 0 0 9 11 NS
Retirement 2020 2020 - - - 8
114, 157
29 10 2 29 - 205 185 146 125 31
6/10/16 VTXVX VGC 6.16% 7.22% 4.85% 6.16% 5 19 4 10 12 11
Retirement 2015 2015 - - - 8
114, 157
56 31 5 56 - 110 101 77 54 7
6/10/16 VTENX VGB 5.22% 5.97% 4.61% 5.22% 4 41 8 14 16 NS
Retirement 2010 2000-2010 - - - 9
114, 157, 99
78 53 6 78 - 101 93 76 63 29
6/10/16 VTINX VGA 0.14 5.25% 4.91% 4.88% 5.25% 4 0 0 8 12 12
Retirement Income Retirement
114, 157 - - - 8
41 29 9 41 - 151 146 121 104 29
Target Risk
JH Lifestyle Aggres- 0.51 Alloca-

sive - Active Strate- 10/2/97 JILAX ALS tion--85%+ 7.26% 10.29% 4.27% 7.26% 3 57 48 47 62 NS
gies 101, 125, 13, 99 Equity 7 7 8 7
55 53 43 55 139 159 144 111 107 52

JH Lifestyle Growth 0.48 Allocation--70%
10/2/97 JILGX GLS 7.03% 9.42% 4.71% 7.03% 3 44 37 19 15 NS
- Active Strategies to 85% Equity 6 6 9 9
101, 123, 125, 13, 99
59 31 39 59 352 388 369 271 240 132
JH Lifestyle Allocation--50%
10/2/97 JILBX BLS 0.45 7.16% 7.94% 4.73% 7.16% 3 52 55 52 39 NS
Balanced - Active to 70% Equity
8 8 8 9
Strategies 101, 123, 125,
13, 9, 99 42 55 52 42 722 780 749 596 533 301
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*
JH Lifestyle Moder- 0.39 Allocation--30%

10/2/97 JILMX MLS 6.84% 6.40% 4.82% 6.84% 4 13 19 11 7 NS
ate - Active Strate- to 50% Equity 8 9 9 10
gies 101, 125, 13, 31, 99
38 28 23 38 417 449 426 356 326 137
JH Lifestyle Con- Allocation--15%
10/2/97 JILCX CLS 0.39 5.88% 4.71% 4.68% 5.88% 4 0 11 32 23 NS
servative - Active to 30% Equity
9 9 9 10
Strategies 101, 125,
13, 99 34 25 15 34 168 203 193 126 104 35
• JH Lifestyle Ag- 0.16 Alloca-

gressive - Managed 5/2/14 JIIOX LBA tion--85%+ 10.52% 0.00% 0.00% 10.52% 4 0 NS NS NS NS
Portfolio 126, 13, 91, 99 Equity - - - -
19 0 0 19 139 159 144 111 107 52

• JH Lifestyle 0.19 Allocation--70%
5/2/14 JLGOX LBG 9.38% 0.00% 0.00% 9.38% 4 0 NS NS NS NS
Growth - Managed to 85% Equity - - - -
Portfolio 126, 13, 91, 99
27 0 0 27 352 388 369 271 240 132
• JH Lifestyle Bal- 0.22 Allocation--50%
5/2/14 JIBOX LBB 8.61% 0.00% 0.00% 8.61% 3 0 NS NS NS NS
anced - Managed to 70% Equity - - - -
Portfolio 126, 13, 91, 99
24 0 0 24 - 780 749 596 533 301
• JH Lifestyle Mod- Allocation--30%
5/2/14 JLMOX LBM 0.25 7.61% 0.00% 0.00% 7.61% 4 0 NS NS NS NS
erate - Managed to 50% Equity
- - - -
Portfolio 126, 13, 91, 99
29 0 0 29 417 449 426 356 326 137
• JH Lifestyle Con- 0.26 Allocation--15%

5/2/14 JLCGX LBC 6.42% 0.00% 0.00% 6.42% 4 0 NS NS NS NS
servative - Man- to 30% Equity
- - - -
aged Portfolio 126,
13, 91, 99 27 0 0 27 168 203 193 126 104 35
• JH Lifestyle Ag- 5/2/14 JELAX AVA 0.37 Large Blend 1.95% 7.54% 2.95% 1.95% 1 86 NS NS NS NS
gressive - Managed 5 5 5 5
Volatility 126, 127, 33 97 86 85 97 352 894 799 591 390 132
• JH Lifestyle 0.26 Allocation--70%

5/2/14 JELGX AVG 3.34% 6.49% 3.30% 3.34% 1 85 NS NS NS NS
Growth - Managed to 85% Equity 6 6 6 5
Volatility 126, 127, 33
93 85 89 93 722 1932 1737 1344 871 301
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*
• JH Lifestyle Bal- 0.24 Allocation--50%

5/2/14 JELBX AVB 4.79% 6.15% 3.78% 4.79% 2 66 NS NS NS NS
anced - Managed to 70% Equity 7 7 8 6
86 90 81 86 722 1932 1737 1344 871 301
• JH Lifestyle Mod- 0.23 Allocation--30%
5/2/14 JELMX AVM 5.29% 5.96% 4.37% 5.29% 3 18 NS NS NS NS
erate - Managed to 50% Equity 9 9 9 9
70 42 39 70 417 1081 942 748 469 137
• JH Lifestyle Con- Allocation--15%
5/2/14 JELCX AVC 0.2 4.58% 4.37% 4.31% 4.58% 4 0 NS NS NS NS
servative - Man- to 30% Equity
10 10 10 10
aged Volatility 126,
127, 33 66 32 24 66 168 454 391 286 174 35
Russell LifePoints 0.88 Allocation--70%

4/27/01 RELUX ERS 10.90% 8.63% 2.68% 10.90% 2 58 73 81 71 NS
Equity Growth to 85% Equity 4 4 4 4
Strategy
14 57 89 14 - 388 369 271 240 132
Russell LifePoints Alloca-
Growth Strategy 4/27/01 RALUX ARS 0.85 tion--70% to 9.54% 7.67% 3.25% 9.54% 2 58 70 85 83 NS
85% Equity 4 4 4 4
25 84 80 25 - 388 369 271 240 132

4/27/01 RBLUX BRS 8.82% 6.95% 3.87% 8.82% 2 58 65 78 77 NS
Balanced Strategy to 70% Equity 4 4 4 4
21 77 78 21 - 780 749 596 533 301
4/27/01 RMLUX MRS 7.49% 5.36% 3.93% 7.49% 3 29 39 56 57 NS
Moderate Strategy to 50% Equity 4 4 4 4
30 59 61 30 - 449 426 356 326 137
4/27/01 RCLUX CRS 5.42% 3.78% 3.76% 5.42% 3 27 42 65 59 NS
Conservative Strat- to 30% Equity 5 5 5 5
egy
42 52 45 42 - 203 193 126 104 35
G.I.F.L.
Franklin Founding 0.5 Alloca-

Funds Allocation 5/2/08 FFAAX GFF tion--70% to 13.82% 9.88% 4.03% 13.82% 3 44 67 41 32 41
Fund - G.I.F.L. 85% Equity 5 4 6 7
5 16 63 5 - 388 369 271 240 132
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*
Lifestyle Fund - 0.48 Allocation--70%

10/2/97 JILGX GGL 7.03% 9.42% 4.71% 7.03% 3 44 37 19 15 NS
Growth Portfolio to 85% Equity
- G.I.F.L. 6 6 9 9
59 31 39 59 - 388 369 271 240 132
Lifestyle Fund - Allocation--50%

10/2/97 JILBX GBL 0.45 7.16% 7.94% 4.73% 7.16% 3 52 55 52 39 NS
Balanced Portfolio to 70% Equity
8 8 8 9
- G.I.F.L.
42 55 52 42 - 780 749 596 533 301
Lifestyle Fund - 0.39 Allocation--30%

10/2/97 JILMX GML 6.84% 6.40% 4.82% 6.84% 4 13 19 11 7 NS
Moderate Portfolio to 50% Equity 8 9 9 10
- G.I.F.L.
38 28 23 38 - 449 426 356 326 137
Lifestyle Fund - Allocation--15%
10/2/97 JILCX GCL 0.39 5.88% 4.71% 4.68% 5.88% 4 0 11 32 23 NS
Conservative Port- to 30% Equity
9 9 9 10
folio - G.I.F.L.
34 25 15 34 - 203 193 126 104 35
Select Asset 0.26 Alloca-

Allocation Growth 11/6/09 JELGX SAG tion--70% to 3.34% 6.49% 3.30% 3.34% 1 85 NS NS NS NS
Portfolio 101, 123, 127, 13, 85% Equity 6 6 6 5
133, 135, 22, 35, 91
93 85 89 93 2029 1932 1737 1344 871 301
Select Asset Allo- Allocation--50%
11/6/09 JELBX SAB 0.24 4.79% 6.15% 3.78% 4.79% 2 66 NS NS NS NS
cation Balanced to 70% Equity
7 7 8 6
Portfolio 101, 127, 13, 133,
135, 22, 35, 91 86 90 81 86 2029 1932 1737 1344 871 301
Select Asset Allo- 0.23 Allocation--30%

11/6/09 JELMX SAM 5.29% 5.96% 4.37% 5.29% 3 18 NS NS NS NS
cation Moderate to 50% Equity
9 9 9 9
Portfolio 101, 127, 13, 133,
135, 22, 35, 91 70 42 39 70 2029 1081 942 748 469 137
Select Asset Alloca- Alloca-

tion Conservative 11/6/09 JELCX SAC 0.2 tion--15% to 4.58% 4.37% 4.31% 4.58% 4 0 NS NS NS NS
Portfolio 101, 127, 13, 133, 30% Equity 10 10 10 10
135, 22, 35, 91
66 32 24 66 2029 454 391 286 174 35
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*
Select Lifestyle 0.14 Allocation--50%

11/8/13 JHGPX SPG 7.23% 8.73% 0.00% 7.23% 3 0 NS NS NS NS
Growth Portfolio to 70% Equity - - - -
41 0 0 41 - 1932 1737 1344 871 301
Select Lifestyle Bal- 0.16 Allocation--30%
11/8/13 JHBPX SPB 6.11% 6.97% 0.00% 6.11% 4 0 NS NS NS NS
anced Portfolio to 50% Equity - - - -
51 0 0 51 - 1081 942 748 469 137
Select Lifestyle 0.17 Allocation--30%
11/8/13 JHMPX SPM 5.50% 6.17% 0.00% 5.50% 4 0 NS NS NS NS
Moderate Portfolio to 50% Equity - - - -
64 0 0 64 - 1081 942 748 469 137
Select Lifestyle Allocation--15%
11/8/13 JHCIX SPC 0.19 4.39% 4.28% 0.00% 4.39% 4 0 NS NS NS NS
Conservative Port- to 30% Equity
- - - -
folio
70 0 0 70 - 454 391 286 174 35
High Quality Short Term Fixed Income
• Federated Capital Ultrashort

9/11/15 FCP 0.46 1.18% 0.00% 0.00% 1.18% 3 33 - - - -
Preservation Fund Bond
138, 142, 144, 166, 83 - - - -
76 0 0 76 1018 - - - - -
John Hancock Sta- 5/14/04 MSV 0.45 Ultrashort Bond - - - - - - - - - -

ble Value Fund 13, 142, - - - -
143, 166, 26, 27, 39, 52, 89
- - 0 76 1018 - - - - -
• Money Market Prime Money
7/30/99 JHOXX MMR 0.03 0.07% 0.02% 0.66% 0.07% 0 58 NS NS NS NS
Fund 101, 13, 142, 143, 158, Market
166, 22, 82, 83, 91 - - - -
0 0 0 0 1018 456 446 428 364 NS
New York Life Insur- 9/11/15 CNY 0.47 Ultrashort Bond 1.62% 0.00% 0.00% 1.62% 4 - - - - -
ance Company An-
- - - -
chor Account Fund
138, 143, 145, 152, 166, 83 57 0 0 57 1018 - - - - -
Reliance MetLife Ultrashort

11/7/16 RMS 0.62 2.31% 2.59% 3.63% 2.31% 5 - - - - -
Stable Bond
- - - -
Value Fund 142, 143,
165, 167, 83, 95 93 69 47 93 1018 - - - - -
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*
Medium Quality Short Term Fixed Income
Lord Abbett Short 0.2 Short-Term

11/6/15 LDLTX LAS 3.97% 2.92% 4.50% 3.97% 5 0 6 NS NS NS
Duration Income Bond
- - - 8
Fund 142, 143, 150, 154,
166, 83, 99 10 0 0 10 811 484 457 387 336 198
• PIMCO Short- 11/7/16 PSHAX PST 0.3 Ultrashort Bond 2.31% 1.58% 2.08% 2.31% 5 44 43 29 26 21
Term Fund 142, 143, 165, - - - -
166, 83, 95, 99 10 15 12 10 1018 143 131 84 67 46
T. Rowe Price Short 0.37 Short-Term

5/7/10 PRWBX STB 1.58% 1.18% 2.59% 1.58% 3 48 49 51 46 27
Term Bond Fund Bond 7 7 7 9
165, 95, 99
59 64 48 59 1018 484 457 387 336 198
Vanguard Short- Short
3/31/95 VSGDX GOV 0.1 1.24% 0.92% 2.81% 1.24% 4 0 21 17 11 6
Term Federal Fund Government
120, 125, 142, 143, 15, 83, 99 6 5 7 8
7 13 14 7 1018 106 105 95 83 66
Low Quality Short Term Fixed Income
Eaton Vance High 0.4 High Yield

11/7/16 ETHIX EVH 12.56% 7.61% 6.26% 12.56% 4 14 3 1 7 26
Income Opportuni- Bond - - - -
ties Fund 165, 95, 99
63 10 38 63 811 666 605 484 415 263
Floating Rate 11/4/11 JFIHX FRI 0.26 Bank Loan 10.88% 4.16% 0.00% 10.88% 3 68 77 53 40 NS
Income Fund 105, 142, - - - -
143, 83 27 65 0 27 811 229 190 124 101 33
John Hancock Short Long-Short

11/6/15 JSDEX JSD 0.31 6.66% 3.53% 0.00% 6.66% 2 55 54 NS NS NS
Duration Credit Credit
- - - 5
Opportunities Fund
142, 143, 150, 83 59 0 0 59 811 251 232 180 143 79
• Payden/Kravitz 0.75 Multisector

5/4/12 PKBIX PKC 2.69% 1.98% 0.00% 2.69% 1 77 72 82 86 NS
Cash Bond
6 6 6 6
Balance Plan Fund
108, 109 142, 143, 166, 83, 99 94 96 0 94 216 251 232 180 143 79
Strategic Income Multisector

5/14/04 JESNX SIM 0.25 5.12% 5.54% 6.62% 5.12% 5 18 NS NS NS NS
Opportunities Fund Bond
101, 13, 15, 22, 39, 48, 8, 91, 99 8 8 8 8
78 21 5 78 216 614 516 376 230 79
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*
Global Short Term Fixed Income
• Templeton Global 11/5/10 TPINX TGB 0.39 World Bond 6.22% 4.11% 6.54% 6.22% 4 0 48 23 20 12
Bond Fund 87, 99 7 5 7 7
17 13 2 17 533 335 315 239 190 100
High Quality Intermediate Term Fixed Income
Active Bond Fund 10, 0.18 Intermediate-

7/30/99 JIADX DVB 3.90% 3.81% 5.26% 3.90% 4 0 12 7 9 NS
13, 162, 69, 73, 99
Term Bond 9 9 9 10
29 9 10 29 856 962 916 783 680 443
Core Bond Fund 106, 0.19 Intermediate-
5/6/05 JICDX COR 2.51% 2.51% 4.72% 2.51% 4 37 18 20 18 NS
13, 53, 73
Term Bond 10 10 10 10
67 55 26 67 856 962 916 783 680 443
• Lord Abbett Core Intermediate-
11/7/16 LCRSX LAC 0.26 2.68% 2.27% 4.51% 2.68% 3 47 42 NS NS NS
Fixed Income Fund Term Bond
165, 95 - - - -
60 0 0 60 856 962 916 783 680 443
• Total Bond Market 0.06 Intermediate-

5/5/06 JTBMX BIF 2.39% 2.00% 4.28% 2.39% 3 21 NS NS NS NS
Fund 110, 13, 162, 22, 24, Term Bond 10 10 10 10
6, 72, 91
71 0 0 71 3716 2319 1931 1502 1072 443
U.S. Government Intermediate
7/25/08 RGVEX AGS 0.27 0.76% 1.19% 3.55% 0.76% 3 43 28 35 40 29
Securities Fund 154, Government
37, 61, 65 - 7 6 6
62 49 52 62 856 277 266 250 216 154
Medium Quality Intermediate Term Fixed Income
• Federated Total 0.28 Intermediate-

11/7/16 FTRBX FTR 4.96% 3.12% 4.86% 4.96% 4 0 14 26 28 20
Return Bond Fund Term Bond - - - -
165, 95, 99
11 27 20 11 856 962 916 783 680 443
Fidelity Advisor 0.25 Intermediate-
5/8/15 FEPIX FBF 5.71% 3.21% 4.82% 5.71% 4 0 12 9 8 15
Total Bond Fund 138, Term Bond 10 9 10 10
147, 99
5 23 22 5 856 962 916 783 680 443
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*
Investment 0.18 Intermediate-

7/30/99 JIQBX IQB 4.07% 2.76% 4.52% 4.07% 3 37 45 52 52 NS
Quality Bond Fund Term Bond 9 10 10 10
13, 73, 99
25 44 37 25 856 962 916 783 680 443
• John Intermediate-
11/7/16 JHBSX JHB 0.17 4.97% 4.92% 5.99% 4.97% 5 0 7 4 3 NS
Hancock Bond Fund Term Bond
13, 165, 95, 99 - - - -
11 1 0 11 856 962 916 783 680 443
• JPMorgan Core 0.25 Intermediate-

5/8/15 PGBOX JPB 2.10% 2.07% 4.44% 2.10% 3 64 47 44 33 20
Bond Fund 138, 99 Term Bond 9 9 10 10
80 73 40 80 856 962 916 783 680 443
• Prudential Total 0.26 Intermediate-
11/7/16 PDBZX PTR 4.82% 4.07% 5.90% 4.82% 5 19 26 22 17 17
Return Bond Fund Term Bond - - - -
165, 95, 99
13 5 2 13 856 962 916 783 680 443
• Western Asset 0.3 Intermediate-
11/7/16 WACPX WAC 5.87% 4.38% 5.63% 5.87% 5 19 18 16 12 25
Core Plus Bond Term Bond - - - -
Fund 165, 95, 99
4 3 4 4 856 962 916 783 680 443
Low Quality Intermediate Term Fixed Income
• Federated Insti- 11/5/10 FIHBX FHY 0.45 High Yield Bond 15.09% 7.45% 7.49% 15.09% 5 27 5 2 3 7
tutional High Yield 10 10 10 10
Bond Fund 87, 88 26 12 4 26 811 666 605 484 415 263
High Yield Fund 115, 0.27 High Yield Bond

13, 45, 54, 69, 73 10/2/97 JIHDX HYF 17.53% 6.62% 6.39% 17.53% 3 43 67 40 26 NS
7 7 7 5
4 33 31 4 811 666 605 484 415 263
T. Rowe Price 0.54 Multisector
2/15/94 RPSIX INC 8.18% 4.56% 5.14% 8.18% 3 0 0 19 32 30
Spectrum Income Bond 9 9 9 9
Fund 99
39 43 47 39 216 251 232 180 143 79
U.S. High Yield 5/6/05 JIHLX USH 0.33 High Yield Bond 14.71% 6.21% 6.53% 14.71% 4 47 46 53 56 NS
Bond Fund 13, 41, 43, 9 9 9 9
53, 73 32 52 27 32 811 666 605 484 415 263
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*
Global Intermediate Term Fixed Income
AB Global Bond 11/7/16 ANAYX ABG 0.35 World Bond 5.77% 3.78% 5.41% 5.77% 4 0 1 4 3 NS
Fund 165, 95 - - - -
23 17 0 23 533 335 315 239 190 100
Capital World Bond 7/25/08 RCWFX CWB 0.54 World Bond 2.64% 1.10% 3.47% 2.64% 3 51 13 20 17 16
Fund 37, 61, 55 10 9 10 10
59 54 50 59 533 335 315 239 190 100
Oppenheimer 5/2/08 OIBYX OIB 0.52 World Bond 6.40% 2.01% 4.40% 6.40% 3 0 31 39 34 22
International Bond 5 5 8 8
Fund 56, 7 15 35 29 15 533 335 315 239 190 100
PIMCO Global Bond 9/6/02 PADMX PFB 0.57 World Bond 4.00% 0.73% 4.48% 4.00% 3 35 28 39 32 30
Fund 34, 55 8 8 8 9
45 64 27 45 533 335 315 239 190 100
High Quality Long Term Fixed Income
DFA Inflation- 0.12 Inflation-

11/5/10 DIPSX INP 4.67% 0.82% 4.55% 4.67% 5 11 12 11 8 NS
Protected Securities Protected Bond 9 9 9 7
Fund 87
38 19 4 38 191 224 218 165 126 52
• PIMCO Long Du- 0.5 Long-Term
11/7/16 PLRIX PLD 7.18% 4.43% 7.72% 7.18% 4 58 50 36 40 NS
ration Total Return Bond - - - -
Fund 165, 95
27 53 1 27 191 21 20 16 11 4
Medium Quality Long Term Fixed Income
PIMCO Real Return 0.58 Inflation-

5/2/03 PRTNX PRR 4.62% 0.57% 4.16% 4.62% 4 51 54 46 39 34
Fund Protected Bond 7 7 9 10
124, 38, 99
39 37 20 39 191 224 218 165 126 52
• Real Return Bond 0.3 Inflation-
5/2/03 JIRRX RRB 4.85% 0.59% 4.26% 4.85% 4 38 49 51 51 NS
Fund 13, 38, 73, 99 Protected Bond 7 7 10 10
31 34 12 31 191 224 218 165 126 52
Signature Menu
Data as of 12/31/2016
5 6 7
Rating*
Global Long Term Fixed Income
Global Bond Fund 7/30/99 JIGDX GLB 0.33 World Bond 3.46% 0.75% 4.11% 3.46% 3 44 30 39 32 NS
13, 73, 99 8 8 8 9
51 63 37 51 533 335 315 239 190 100
MFS Emerging 0.6 Emerging
11/2/12 MEDFX MEM 9.28% 4.70% 6.18% 9.28% 3 15 6 4 7 NS
Markets Debt Fund Markets Bond - - - -
113, 99
67 43 0 67 533 250 180 117 79 34
Signature Menu
Data as of 12/31/2016
Footnotes: expense ratio of the underlying fund. “Underlying fund” or “fund” refers to the fi360 Fiduciary Score®: 76–100 The investment has significant shortfalls
underlying mutual fund, collective trust, or exchanged traded fund (“ETF”) in and may not be appropriate for use in a fiduciary account. Strongly consider
Please call 1-877-346-8378 to obtain Fund Sheets for
which the investment option invests. The FER is determined by the underlying replacing the investment if already in use.
the group annuity investment option sub-accounts and
fund and is subject to fluctuation. Any change in the FER of an underlying 7
The Retirement Plan Advisory Group™ (RPAG™) Scorecard Sys-
to obtain prospectuses for the sub-accounts’ underly-
fund will affect the Expense Ratio of the investment option which invests in tem™ is a proprietary institutionally based investment scoring system that
ing funds, that are available on request. The prospec-
the underlying fund. The ER applies daily at a rate equivalent to the annual incorporates both quantitative and qualitative factors. The Scorecard score is
tuses for the sub-accounts’ underlying funds contain
rate shown, and may vary to reflect changes in the expenses of an underlying based on 10 screens, which include style analysis, risk/return factors, peer
complete details on investment objectives, risks, fees,
fund and other factors. For Expense Ratio information current as of the most group rankings, and certain qualitative factors. The Scorecard System is built
charges and expenses as well as other information
recent quarter end, around pass/fail criteria, on a scale of 0 to 10 (with 10 being the best). RPAG
about the underlying funds which should be carefully
please refer to the monthly “Return and Fees” listing available from John uses separate methodologies to assess active, passive, and asset allocation
considered before investing.
Hancock upon request. For more information, please contact your financial strategies. Active and asset allocation strategies are evaluated over a five-
Funds refers to sub-accounts investing in underlying funds, offered to representative. year time period, and passive strategies are evaluated over a three-year
qualified retirement plans through a group annuity contract. There can be time period. The RPAG Score is calculated on a quarterly basis. The Score is
4
Morningstar assigns categories by placing funds into peer groups based on
no assurance that either an Investment Option or the underlying fund will 80% quantitative and 20% qualitative. Combined, these factors are one way
their underlying holdings. The underlying securities in each portfolio are the
achieve their investment objectives. A sub-account is subject to the same of measuring the relative performance, characteristics, behavior, and overall
primary factor Morningstar uses as the investment objective and investment
risks as the underlying funds in which it invests that include investment risks appropriateness of a fund for inclusion into a plan as an investment option.
strategy stated in a fund’s prospectus may not be sufficiently detailed for
and possible loss of the principal amount invested. Sub-account investment
our proprietary classification methodology. Funds are placed in a category Endnotes:
options are not insured by the FDIC, the Federal Reserve Board or any
based on their portfolio statistics and compositions over the past three years.
agency. For a more complete description of these risks, please review the Morningstar Portfolio Rankings: All Morningstar data is © 2017 by
Analysis of performance and other indicative facts are also considered. If the
underlying fund’s prospectus, which is available upon request. Morningstar, Inc. All rights reserved. The information contained herein: (1)
fund is new and has no portfolio history, Morningstar estimates where it will
is proprietary to Morningstar and/or its content providers; (2) may not be
1
Date sub-account or Guaranteed Interest Account first available under fall before giving it a permanent category assignment. Categories may be
copied or distributed; and (3) is not warranted to be accurate, complete or
group annuity contract. Sub-account class introduction dates: The Signature changed based on recent changes to the portfolio.
timely. Neither Morningstar nor its content providers are responsible for any
Menu was introduced December 8, 2014. If the sub-account inception date 5
Using a scale of 1 to 100, the chart shows how the selected investment op- damages or losses arising from any use of this information.
is after December 8, 2014, then the Signature Menu introduction date is the
tions rank relative to all underlying funds in the indicated category, based on
same as the sub-account inception date. Class 1 = sub-account Inception *The Overall Morningstar Star Rating™ for the underlying fund is de-
1, 5 and 10 year returns. The number of funds in the Morningstar category
Date; Class 6 = April 27, 1999; Classes 4, 5, 7 = February 23, 2007; Classes rived from a weighted average of the performance figures associated with its
for each period is also shown. The total return of some funds may have ben-
2, 3, 8, 9 = May 23, 2008. If a sub-account inception date occurs after any three-, five- and 10-year (if applicable) Morningstar Rating™ metrics. . The
efited from expense waiver or expense reimbursement provisions that were
of these dates then the class introduction date for that sub-account is the rating formula most heavily weights the three year rating, using the following
in effect during the ranking periods. Some of these provisions may have had
later of sub-account inception date and the class introduction date. A “class” calculation: 100% three-year rating for 36-59 months of total returns, 60%
a material effect on total return. You can find information on these provisions
or the Cost of Class of Funds selected by the contract (formerly known as five-year rating/40% three-year rating for 60-119 months of total returns,
in fund prospectuses and annual and semi-annual reports.
“Sales and Service Fee” or “SSF”), represents the charge for compensation and 50% 10-year rating/30% five-year rating/20% three-year rating for 120
provided to your financial representatives for services provided to the plan. 6
The fi360 Fiduciary Score® is a peer percentile ranking of an underlying or more months of total returns. Past performance does not guarantee future
fund against a set of quantitative due diligence criteria selected to reflect results.
2
The ticker symbols shown are for the underlying funds in which sub-ac-
prudent fiduciary management. The fi360 Fiduciary Score should not be used
counts are invested. The ticker symbols do not directly apply to the John For each underlying fund with at least a three-year history, Morningstar
as the sole source of information in an investment decision. Visit www.fi360.
Hancock sub-account and therefore any public information accessed using calculates a Morningstar Rating™ based on a Morningstar Risk-Adjusted
com/fi360-Fiduciary-Score for the complete methodology document.
these symbols will not reflect the unit value of the subaccount, nor will such Return measure that accounts for variation in the underlying fund’s monthly
fi360 Fiduciary Score®: 0 No fiduciary due diligence shortfalls.
information reflect charges at the sub-account level or charges under your performance, placing more emphasis on downward variations and rewarding
fi360 Fiduciary Score®: 1–25 The investment may be an appropriate
plan’s group annuity contract such as contract-level charges under your consistent performance. Exchange traded funds and open-ended mutual
choice for use in a fiduciary account.
plan’s group annuity contract. funds are considered a single population for comparative purposes. Funds
fi360 Fiduciary Score®: 26–50 The investment has noteworthy shortfalls. with scores in the top 10% of each category receive 5 stars (highest); the
3
This material shows expenses for a specific unit class for investment op-
It may not be an appropriate choice if being considered in a search. Howev- next 22.5%, 4 stars (above average); the next 35%, 3 stars (average); the
tions available under a John Hancock group annuity contract. The Expense
er, if already in use, the investment may not need to be replaced if mitigating next 22.5%, 2 stars (below average); and the bottom 10%, 1 star (lowest).
Ratio (“ER”) shown represents the total annual operating expenses for the
circumstances are present. Morningstar ratings are applicable to the underlying only and reflect histor-
investment options made available by John Hancock. It is made up of John
fi360 Fiduciary Score®: 51–75 The investment has considerable short- ical risk-adjusted performance as of the most recent calendar quarter-end.
Hancock’s (i) “Revenue from Sub-account”, and (ii) the expenses of the under-
falls. It may not be an appropriate choice if being considered in a search. Although gathered from reliable sources, the information is not represented
lying fund (based on expense ratios reported in the most recent prospectuses
However, if already in use, the investment may not need to be replaced or warranted by Morningstar to be accurate, correct, complete or timely.
available as of the date of printing; “FER”). In the case where an underlying
pending further investigation or if the Score improves in subsequent time
fund has either waived a portion of, or capped, its fees, the FER used to deter-
periods.
mine the ER of the sub-account that invests in the underlying fund is the net
Signature Menu
Data as of 12/31/2016
BlackRock Basic Value : As of 01/31/17 the Fund was rated 2 stars Franklin Mutual Beacon Fund : As of 01/31/17 the Fund was rated JPMorgan Large Cap Growth : As of 01/31/17 the Fund was rated
out of 1095 funds, 3 stars out of 937 funds and 3 stars out of 681 5 stars out of 1395 funds, 5 stars out of 1233 funds and 3 stars out of 3 stars out of 2569 funds, 2 stars out of 2270 funds and 4 stars out of
funds for the 3-, 5- and 10-year periods, respectively. Refer to the 924 funds for the 3-, 5- and 10-year periods, respectively. Refer to the 1628 funds for the 3-, 5- and 10-year periods, respectively. Refer to
rating criteria for more information. rating criteria for more information. the rating criteria for more information.
Dodge & Cox Stock Fund : As of 01/31/17 the Fund was rated 4 Fundamental Investors : As of 01/31/17 the Fund was rated 5 stars Massachusetts Investors Fund : As of 01/31/17 the Fund was rated
stars out of 1095 funds, 5 stars out of 937 funds and 3 stars out of out of 1395 funds, 5 stars out of 1233 funds and 4 stars out of 924 3 stars out of 2569 funds, 3 stars out of 2270 funds and 4 stars out of
681 funds for the 3-, 5- and 10-year periods, respectively. Refer to the funds for the 3-, 5- and 10-year periods, respectively. Refer to the 1628 funds for the 3-, 5- and 10-year periods, respectively. Refer to
rating criteria for more information. rating criteria for more information. the rating criteria for more information.
Equity Income Fund : As of 01/31/17 the Fund was rated 2 stars out Sit Dividend Growth Fund : As of 01/31/17 the Fund was rated 3 Vanguard Growth Index Fund : As of 01/31/17 the Fund was rated
of 1095 funds, 2 stars out of 937 funds and 3 stars out of 681 funds for stars out of 1395 funds, 3 stars out of 1233 funds and 5 stars out of 4 stars out of 2569 funds, 4 stars out of 2270 funds and 4 stars out of
the 3-, 5- and 10-year periods, respectively. Refer to the rating criteria 924 funds for the 3-, 5- and 10-year periods, respectively. Refer to the 1628 funds for the 3-, 5- and 10-year periods, respectively. Refer to
for more information. rating criteria for more information. the rating criteria for more information.
Fundamental Large Cap Value : As of 01/31/17 the Fund was rated U.S. Growth Fund : As of 01/31/17 the Fund was rated 2 stars out of Diamond Hill Small-Mid Cap : As of 01/31/17 the Fund was rated
2 stars out of 1095 funds, 3 stars out of 937 funds and 2 stars out of 1395 funds, 2 stars out of 1233 funds and 3 stars out of 924 funds for 4 stars out of 717 funds, 4 stars out of 637 funds and 5 stars out of
681 funds for the 3-, 5- and 10-year periods, respectively. Refer to the the 3-, 5- and 10-year periods, respectively. Refer to the rating criteria 426 funds for the 3-, 5- and 10-year periods, respectively. Refer to the
rating criteria for more information. for more information. rating criteria for more information.
John Hancock Disciplined Value : As of 01/31/17 the Fund was Victory Diversified Stock : As of 01/31/17 the Fund was rated 1 Harbor Mid Cap Value Fund : As of 01/31/17 the Fund was rated 4
rated 2 stars out of 1095 funds, 4 stars out of 937 funds and 4 stars stars out of 1395 funds, 2 stars out of 1233 funds and 2 stars out of stars out of 717 funds, 5 stars out of 637 funds and 3 stars out of 426
out of 681 funds for the 3-, 5- and 10-year periods, respectively. Refer 924 funds for the 3-, 5- and 10-year periods, respectively. Refer to the funds for the 3-, 5- and 10-year periods, respectively. Refer to the
to the rating criteria for more information. rating criteria for more information. rating criteria for more information.
T. Rowe Price Equity Inc : As of 01/31/17 the Fund was rated 2 Blue Chip Growth Fund : As of 01/31/17 the Fund was rated 3 stars JPMorgan MidCap Value Fund : As of 01/31/17 the Fund was rated
stars out of 1095 funds, 3 stars out of 937 funds and 3 stars out of out of 2569 funds, 5 stars out of 2270 funds and 4 stars out of 1628 5 stars out of 717 funds, 5 stars out of 637 funds and 5 stars out of
681 funds for the 3-, 5- and 10-year periods, respectively. Refer to the funds for the 3-, 5- and 10-year periods, respectively. Refer to the 426 funds for the 3-, 5- and 10-year periods, respectively. Refer to the
rating criteria for more information. rating criteria for more information. rating criteria for more information.
Vanguard Value Index Fund : As of 01/31/17 the Fund was rated Capital Appreciation Fund : As of 01/31/17 the Fund was rated 3 Mid Value Fund : As of 01/31/17 the Fund was rated 4 stars out of
5 stars out of 1095 funds, 5 stars out of 937 funds and 3 stars out of stars out of 2569 funds, 3 stars out of 2270 funds and 4 stars out of 717 funds, 4 stars out of 637 funds and 5 stars out of 426 funds for the
681 funds for the 3-, 5- and 10-year periods, respectively. Refer to the 1628 funds for the 3-, 5- and 10-year periods, respectively. Refer to 3-, 5- and 10-year periods, respectively. Refer to the rating criteria for
rating criteria for more information. the rating criteria for more information. more information.
Washington Mutual Investors : As of 01/31/17 the Fund was rated ClearBridge Aggressive Growth : As of 01/31/17 the Fund was rat- Value Fund : As of 01/31/17 the Fund was rated 2 stars out of 717
4 stars out of 1095 funds, 4 stars out of 937 funds and 4 stars out of ed 2 stars out of 2569 funds, 4 stars out of 2270 funds and 3 stars out funds, 2 stars out of 637 funds and 3 stars out of 426 funds for the 3-,
681 funds for the 3-, 5- and 10-year periods, respectively. Refer to the of 1628 funds for the 3-, 5- and 10-year periods, respectively. Refer to 5- and 10-year periods, respectively. Refer to the rating criteria for
rating criteria for more information. the rating criteria for more information. more information.
Domini Social Equity : As of 01/31/17 the Fund was rated 2 stars out Fidelity Adv New Insights : As of 01/31/17 the Fund was rated 3 Vanguard Mid-Cap Value ETF : As of 01/31/17 the Fund was rated
of 1395 funds, 2 stars out of 1233 funds and 2 stars out of 924 funds stars out of 2569 funds, 3 stars out of 2270 funds and 4 stars out of 4 stars out of 717 funds, 4 stars out of 637 funds and 4 stars out of
for the 3-, 5- and 10-year periods, respectively. Refer to the rating 1628 funds for the 3-, 5- and 10-year periods, respectively. Refer to 426 funds for the 3-, 5- and 10-year periods, respectively. Refer to the
criteria for more information. the rating criteria for more information. rating criteria for more information.
Fidelity Adv Diversified Stock : As of 01/31/17 the Fund was rated Fidelity ContraFund : As of 01/31/17 the Fund was rated 3 stars out WisdomTree MC Dividend ETF : As of 01/31/17 the Fund was rated
3 stars out of 1395 funds, 3 stars out of 1233 funds and 3 stars out of of 2569 funds, 4 stars out of 2270 funds and 4 stars out of 1628 funds 5 stars out of 717 funds, 5 stars out of 637 funds and 4 stars out of
924 funds for the 3-, 5- and 10-year periods, respectively. Refer to the for the 3-, 5- and 10-year periods, respectively. Refer to the rating 426 funds for the 3-, 5- and 10-year periods, respectively. Refer to the
rating criteria for more information. criteria for more information. rating criteria for more information.
Signature Menu
Data as of 12/31/2016
Aston/Fairpointe Mid Cap Fund : As of 01/31/17 the Fund was rated DFA US Targeted Value Fund : As of 01/31/17 the Fund was rated Small Company Value Fund : As of 01/31/17 the Fund was rated 4
2 stars out of 717 funds, 3 stars out of 637 funds and 4 stars out of 3 stars out of 352 funds, 4 stars out of 313 funds and 3 stars out of stars out of 625 funds, 3 stars out of 536 funds and 4 stars out of 366
426 funds for the 3-, 5- and 10-year periods, respectively. Refer to the 199 funds for the 3-, 5- and 10-year periods, respectively. Refer to the funds for the 3-, 5- and 10-year periods, respectively. Refer to the
Fidelity Adv Leveraged Co Stk : As of 01/31/17 the Fund was rated Northern Small Cap Value Fund : As of 01/31/17 the Fund was rated T. Rowe Price Sml Cap Val : As of 01/31/17 the Fund was rated 3
1 stars out of 717 funds, 2 stars out of 637 funds and 1 stars out of 4 stars out of 352 funds, 4 stars out of 313 funds and 4 stars out of stars out of 625 funds, 3 stars out of 536 funds and 4 stars out of 366
JPMorgan Intrepid Mid Cap : As of 01/31/17 the Fund was rated 3 Royce Opportunity : As of 01/31/17 the Fund was rated 2 stars out of Invesco Small Cap Growth : As of 01/31/17 the Fund was rated 4
stars out of 717 funds, 4 stars out of 637 funds and 3 stars out of 426 352 funds, 2 stars out of 313 funds and 2 stars out of 199 funds for the stars out of 1224 funds, 4 stars out of 1067 funds and 4 stars out of
funds for the 3-, 5- and 10-year periods, respectively. Refer to the 3-, 5- and 10-year periods, respectively. Refer to the rating criteria for 753 funds for the 3-, 5- and 10-year periods, respectively. Refer to the
rating criteria for more information. more information. rating criteria for more information.
WisdomTree MC Earnings ETF : As of 01/31/17 the Fund was rated Undiscovered Mgr Behavioral : As of 01/31/17 the Fund was rated Royce Pennsylvania Mutual Fund : As of 01/31/17 the Fund was
3 stars out of 717 funds and 4 stars out of 637 funds for the 3- and 5 stars out of 352 funds, 5 stars out of 313 funds and 4 stars out of rated 2 stars out of 1224 funds, 2 stars out of 1067 funds and 3 stars
5-year periods, respectively. Refer to the rating criteria for more 199 funds for the 3-, 5- and 10-year periods, respectively. Refer to the out of 753 funds for the 3-, 5- and 10-year periods, respectively. Refer
information. rating criteria for more information. to the rating criteria for more information.
American Century Heritage : As of 01/31/17 the Fund was rated 3 Vanguard Small Cap Value Index : As of 01/31/17 the Fund was Small Cap Growth Fund : As of 01/31/17 the Fund was rated 2 stars
stars out of 585 funds, 3 stars out of 503 funds and 4 stars out of 371 rated 5 stars out of 352 funds, 5 stars out of 313 funds and 4 stars out out of 1224 funds, 2 stars out of 1067 funds and 2 stars out of 753
funds for the 3-, 5- and 10-year periods, respectively. Refer to the of 199 funds for the 3-, 5- and 10-year periods, respectively. Refer to funds for the 3-, 5- and 10-year periods, respectively. Refer to the
rating criteria for more information. the rating criteria for more information. rating criteria for more information.
Baird MidCap Fund : As of 01/31/17 the Fund was rated 2 stars out of WisdomTree SC Dividend ETF : As of 01/31/17 the Fund was rated Vanguard Explorer Fund : As of 01/31/17 the Fund was rated 3
585 funds, 2 stars out of 503 funds and 4 stars out of 371 funds for the 4 stars out of 352 funds, 4 stars out of 313 funds and 3 stars out of stars out of 1224 funds, 4 stars out of 1067 funds and 3 stars out of
3-, 5- and 10-year periods, respectively. Refer to the rating criteria for 199 funds for the 3-, 5- and 10-year periods, respectively. Refer to the 753 funds for the 3-, 5- and 10-year periods, respectively. Refer to the
more information. rating criteria for more information. rating criteria for more information.
Franklin Small-Mid Growth : As of 01/31/17 the Fund was rated 3 DFA U.S. Small Cap Fund : As of 01/31/17 the Fund was rated 4 stars Vanguard Small Cap Grow Index : As of 01/31/17 the Fund was
stars out of 585 funds, 3 stars out of 503 funds and 3 stars out of 371 out of 625 funds, 4 stars out of 536 funds and 4 stars out of 366 funds rated 3 stars out of 1224 funds, 3 stars out of 1067 funds and 4 stars
funds for the 3-, 5- and 10-year periods, respectively. Refer to the for the 3-, 5- and 10-year periods, respectively. Refer to the rating out of 753 funds for the 3-, 5- and 10-year periods, respectively. Refer
rating criteria for more information. criteria for more information. to the rating criteria for more information.
Mid Cap Stock Fund : As of 01/31/17 the Fund was rated 3 stars out Keeley Small Cap Value : As of 01/31/17 the Fund was rated 1 stars All Cap Core Fund : As of 01/31/17 the Fund was rated 3 stars out of
of 585 funds, 3 stars out of 503 funds and 3 stars out of 371 funds for out of 625 funds, 2 stars out of 536 funds and 1 stars out of 366 funds 2569 funds, 3 stars out of 2270 funds and 2 stars out of 1628 funds for
the 3-, 5- and 10-year periods, respectively. Refer to the rating criteria for the 3-, 5- and 10-year periods, respectively. Refer to the rating the 3-, 5- and 10-year periods, respectively. Refer to the rating criteria
for more information. criteria for more information. for more information.
Pru Jennison Mid Growth Fund : As of 01/31/17 the Fund was rated New Opportunities Fund : As of 01/31/17 the Fund was rated 2 stars Fundamental All Cap Core Fund : As of 01/31/17 the Fund was rated
3 stars out of 585 funds, 3 stars out of 503 funds and 4 stars out of out of 625 funds, 3 stars out of 536 funds and 2 stars out of 366 funds 3 stars out of 2569 funds, 4 stars out of 2270 funds and 2 stars out of
371 funds for the 3-, 5- and 10-year periods, respectively. Refer to the for the 3-, 5- and 10-year periods, respectively. Refer to the rating 1628 funds for the 3-, 5- and 10-year periods, respectively. Refer to
rating criteria for more information. criteria for more information. the rating criteria for more information.
Vanguard Mid-Cap Growth ETF : As of 01/31/17 the Fund was rated Small Cap Value Fund : As of 01/31/17 the Fund was rated 4 stars DFA Emerging Markets Value : As of 01/31/17 the Fund was rated
4 stars out of 585 funds, 4 stars out of 503 funds and 3 stars out of out of 625 funds, 3 stars out of 536 funds and 4 stars out of 366 funds 3 stars out of 1783 funds, 2 stars out of 1362 funds and 3 stars out of
371 funds for the 3-, 5- and 10-year periods, respectively. Refer to the for the 3-, 5- and 10-year periods, respectively. Refer to the rating 707 funds for the 3-, 5- and 10-year periods, respectively. Refer to the
Signature Menu
Data as of 12/31/2016
DFA International Value : As of 01/31/17 the Fund was rated 3 stars EuroPacific Growth Fund : As of 01/31/17 the Fund was rated 4 Ivy Asset Strategy Fund : As of 01/31/17 the Fund was rated 1 stars
out of 1783 funds, 3 stars out of 1362 funds and 2 stars out of 707 stars out of 1781 funds, 4 stars out of 1377 funds and 5 stars out of out of 396 funds, 2 stars out of 323 funds and 3 stars out of 152 funds
funds for the 3-, 5- and 10-year periods, respectively. Refer to the 737 funds for the 3-, 5- and 10-year periods, respectively. Refer to the for the 3-, 5- and 10-year periods, respectively. Refer to the rating
rating criteria for more information. rating criteria for more information. criteria for more information.
International Value Fund : As of 01/31/17 the Fund was rated 3 Invesco International Growth : As of 01/31/17 the Fund was rated Pax World Balanced Fund : As of 01/31/17 the Fund was rated 4
stars out of 1783 funds, 3 stars out of 1362 funds and 4 stars out of 4 stars out of 1781 funds, 3 stars out of 1377 funds and 5 stars out of stars out of 722 funds, 3 stars out of 616 funds and 2 stars out of 429
iShares MSCI EAFE Value ETF : As of 01/31/17 the Fund was rated iShares MSCI EAFE Growth ETF : As of 01/31/17 the Fund was rated PIMCO All Asset All Authority : As of 01/31/17 the Fund was rated
3 stars out of 1783 funds, 3 stars out of 1362 funds and 3 stars out of 3 stars out of 1781 funds, 3 stars out of 1377 funds and 3 stars out of 2 stars out of 250 funds, 2 stars out of 169 funds and 4 stars out of
707 funds for the 3-, 5- and 10-year periods, respectively. Refer to the 737 funds for the 3-, 5- and 10-year periods, respectively. Refer to the 66 funds for the 3-, 5- and 10-year periods, respectively. Refer to the
Templeton World : As of 01/31/17 the Fund was rated 2 stars out of John Hancock Intl Growth : As of 01/31/17 the Fund was rated 5 PIMCO All Asset : As of 01/31/17 the Fund was rated 3 stars out of
1783 funds, 3 stars out of 1362 funds and 3 stars out of 707 funds for stars out of 1781 funds, 5 stars out of 1377 funds and 5 stars out of 250 funds, 3 stars out of 169 funds and 4 stars out of 66 funds for the
the 3-, 5- and 10-year periods, respectively. Refer to the rating criteria 737 funds for the 3-, 5- and 10-year periods, respectively. Refer to the 3-, 5- and 10-year periods, respectively. Refer to the rating criteria for
for more information. rating criteria for more information. more information.
Aberdeen International Equity : As of 01/31/17 the Fund was rated New Perspective Fund : As of 01/31/17 the Fund was rated 4 stars Income Fund of America : As of 01/31/17 the Fund was rated 5 stars
2 stars out of 2056 funds, 1 stars out of 1635 funds and 3 stars out of out of 1781 funds, 4 stars out of 1377 funds and 5 stars out of 737 out of 352 funds, 4 stars out of 293 funds and 5 stars out of 219 funds
878 funds for the 3-, 5- and 10-year periods, respectively. Refer to the funds for the 3-, 5- and 10-year periods, respectively. Refer to the for the 3-, 5- and 10-year periods, respectively. Refer to the rating
Northern EM Equity Index Fund : As of 01/31/17 the Fund was Oppenheimer Global : As of 01/31/17 the Fund was rated 3 stars out Alternative Asset Allocation : As of 01/31/17 the Fund was rated
rated 3 stars out of 2056 funds, 3 stars out of 1635 funds and 3 stars of 1781 funds, 4 stars out of 1377 funds and 3 stars out of 737 funds 3 stars out of 237 funds and 3 stars out of 142 funds for the 3- and
out of 878 funds for the 3-, 5- and 10-year periods, respectively. Refer for the 3-, 5- and 10-year periods, respectively. Refer to the rating 5-year periods, respectively. Refer to the rating criteria for more
to the rating criteria for more information. criteria for more information. information.
Capital World Growth & Income : As of 01/31/17 the Fund was Oppenheimer Intl Growth Fund : As of 01/31/17 the Fund was rated SELECT AA Growth : As of 01/31/17 the Fund was rated 1 stars out
rated 3 stars out of 2056 funds, 4 stars out of 1635 funds and 4 stars 3 stars out of 1781 funds, 4 stars out of 1377 funds and 5 stars out of of 2029 funds, 2 stars out of 1738 funds and 1 stars out of 1185 funds
out of 878 funds for the 3-, 5- and 10-year periods, respectively. Refer 737 funds for the 3-, 5- and 10-year periods, respectively. Refer to the for the 3-, 5- and 10-year periods, respectively. Refer to the rating
to the rating criteria for more information. rating criteria for more information. criteria for more information.
Mutual Global Discovery : As of 01/31/17 the Fund was rated 4 SMALLCAP World Fund : As of 01/31/17 the Fund was rated 3 stars SELECT AA Balanced : As of 01/31/17 the Fund was rated 2 stars out
stars out of 2056 funds, 4 stars out of 1635 funds and 5 stars out of out of 1781 funds, 4 stars out of 1377 funds and 4 stars out of 737 of 2029 funds, 2 stars out of 1738 funds and 2 stars out of 1185 funds
878 funds for the 3-, 5- and 10-year periods, respectively. Refer to the funds for the 3-, 5- and 10-year periods, respectively. Refer to the for the 3-, 5- and 10-year periods, respectively. Refer to the rating
Vanguard Tot Wld Stk Index ETF : As of 01/31/17 the Fund was BlackRock Global Allocation : As of 01/31/17 the Fund was rated SELECT AA Moderate : As of 01/31/17 the Fund was rated 3 stars out
rated 4 stars out of 2056 funds and 3 stars out of 1635 funds for the 3- 3 stars out of 396 funds, 3 stars out of 323 funds and 4 stars out of of 2029 funds, 3 stars out of 1738 funds and 3 stars out of 1185 funds
and 5-year periods, respectively. Refer to the rating criteria for more 152 funds for the 3-, 5- and 10-year periods, respectively. Refer to the for the 3-, 5- and 10-year periods, respectively. Refer to the rating
information. rating criteria for more information. criteria for more information.
New World Fund : As of 01/31/17 the Fund was rated 4 stars out of FT Founding Funds Allocation : As of 01/31/17 the Fund was rated SELECT AA Conservative : As of 01/31/17 the Fund was rated 4 stars
1781 funds, 5 stars out of 1377 funds and 5 stars out of 737 funds for 3 stars out of 352 funds, 4 stars out of 293 funds and 2 stars out of out of 2029 funds, 4 stars out of 1738 funds and 4 stars out of 1185
the 3-, 5- and 10-year periods, respectively. Refer to the rating criteria 219 funds for the 3-, 5- and 10-year periods, respectively. Refer to the funds for the 3-, 5- and 10-year periods, respectively. Refer to the
for more information. rating criteria for more information. rating criteria for more information.
Signature Menu
Data as of 12/31/2016
Intl Equity Index Fund : As of 01/31/17 the Fund was rated 3 stars Science & Technology Fund : As of 01/31/17 the Fund was rated 3 DFA Inflation-Protected Sec : As of 01/31/17 the Fund was rated
out of 3716 funds, 2 stars out of 3264 funds and 3 stars out of 2277 stars out of 1147 funds, 3 stars out of 1014 funds and 4 stars out of 4 stars out of 191 funds, 4 stars out of 165 funds and 5 stars out of
funds for the 3-, 5- and 10-year periods, respectively. Refer to the 693 funds for the 3-, 5- and 10-year periods, respectively. Refer to the 109 funds for the 3-, 5- and 10-year periods, respectively. Refer to the
Small Cap Index Fund : As of 01/31/17 the Fund was rated 3 stars T. Rowe Price Sci & Tech : As of 01/31/17 the Fund was rated 4 PIMCO Real Return : As of 01/31/17 the Fund was rated 3 stars out
out of 3716 funds, 3 stars out of 3264 funds and 3 stars out of 2277 stars out of 1147 funds, 3 stars out of 1014 funds and 3 stars out of of 191 funds, 3 stars out of 165 funds and 4 stars out of 109 funds for
funds for the 3-, 5- and 10-year periods, respectively. Refer to the 693 funds for the 3-, 5- and 10-year periods, respectively. Refer to the the 3-, 5- and 10-year periods, respectively. Refer to the rating criteria
rating criteria for more information. rating criteria for more information. for more information.
Mid Cap Index Fund : As of 01/31/17 the Fund was rated 4 stars out Tocqueville Gold Fund : As of 01/31/17 the Fund was rated 3 stars Real Return Bond Fund : As of 01/31/17 the Fund was rated 3 stars
of 3716 funds, 4 stars out of 3264 funds and 4 stars out of 2277 funds out of 1147 funds, 4 stars out of 1014 funds and 4 stars out of 693 out of 191 funds, 3 stars out of 165 funds and 4 stars out of 109 funds
for the 3-, 5- and 10-year periods, respectively. Refer to the rating funds for the 3-, 5- and 10-year periods, respectively. Refer to the for the 3-, 5- and 10-year periods, respectively. Refer to the rating
criteria for more information. rating criteria for more information. criteria for more information.
Total Stock Market Index Fund : As of 01/31/17 the Fund was rated Vanguard Energy Fund : As of 01/31/17 the Fund was rated 4 stars Payden/Kravitz Cash Balance : As of 01/31/17 the Fund was rated
3 stars out of 3716 funds, 3 stars out of 3264 funds and 3 stars out of out of 1147 funds, 4 stars out of 1014 funds and 4 stars out of 693 2 stars out of 216 funds and 1 stars out of 178 funds for the 3- and
2277 funds for the 3-, 5- and 10-year periods, respectively. Refer to funds for the 3-, 5- and 10-year periods, respectively. Refer to the 5-year periods, respectively. Refer to the rating criteria for more
the rating criteria for more information. rating criteria for more information. information.
Total Bond Market Fund : As of 01/31/17 the Fund was rated 3 stars Utilities Fund : As of 01/31/17 the Fund was rated 2 stars out of 1147 Strategic Income Opp Fund : As of 01/31/17 the Fund was rated
out of 3716 funds, 2 stars out of 3264 funds and 3 stars out of 2277 funds, 2 stars out of 1014 funds and 3 stars out of 693 funds for the 4 stars out of 216 funds, 4 stars out of 178 funds and 5 stars out of
funds for the 3-, 5- and 10-year periods, respectively. Refer to the 3-, 5- and 10-year periods, respectively. Refer to the rating criteria for 93 funds for the 3-, 5- and 10-year periods, respectively. Refer to the
rating criteria for more information. more information. rating criteria for more information.
Financial Industries Fund : As of 01/31/17 the Fund was rated 3 T. Rowe Price Short Term Bond : As of 01/31/17 the Fund was rated T. Rowe Price Spectrum Inc : As of 01/31/17 the Fund was rated
stars out of 1147 funds, 2 stars out of 1014 funds and 4 stars out of 3 stars out of 1018 funds, 2 stars out of 903 funds and 3 stars out of 4 stars out of 216 funds, 3 stars out of 178 funds and 3 stars out of
693 funds for the 3-, 5- and 10-year periods, respectively. Refer to the 693 funds for the 3-, 5- and 10-year periods, respectively. Refer to the 93 funds for the 3-, 5- and 10-year periods, respectively. Refer to the
iShares Gold Trust ETF : As of 01/31/17 the Fund was rated 5 stars Vanguard Short-Term Federal : As of 01/31/17 the Fund was rated Federated High Yield Bond : As of 01/31/17 the Fund was rated 5
out of 1147 funds for the 3-year period. Refer to the rating criteria for 5 stars out of 1018 funds, 4 stars out of 903 funds and 4 stars out of stars out of 811 funds, 4 stars out of 635 funds and 5 stars out of 320
more information. 693 funds for the 3-, 5- and 10-year periods, respectively. Refer to the funds for the 3-, 5- and 10-year periods, respectively. Refer to the
rating criteria for more information. rating criteria for more information.
Natural Resources Fund : As of 01/31/17 the Fund was rated 2 stars
out of 1147 funds, 2 stars out of 1014 funds and 2 stars out of 693 Active Bond Fund : As of 01/31/17 the Fund was rated 4 stars out of Floating Rate Income Fund : As of 01/31/17 the Fund was rated
funds for the 3-, 5- and 10-year periods, respectively. Refer to the 856 funds, 5 stars out of 750 funds and 4 stars out of 541 funds for the 3 stars out of 811 funds and 3 stars out of 635 funds for the 3- and
rating criteria for more information. 3-, 5- and 10-year periods, respectively. Refer to the rating criteria for 5-year periods, respectively. Refer to the rating criteria for more
more information. information.
PIMCO Commodity Real Return : As of 01/31/17 the Fund was rated
2 stars out of 1147 funds, 2 stars out of 1014 funds and 3 stars out of Core Bond Fund : As of 01/31/17 the Fund was rated 3 stars out of High Yield Fund : As of 01/31/17 the Fund was rated 2 stars out of
693 funds for the 3-, 5- and 10-year periods, respectively. Refer to the 856 funds, 3 stars out of 750 funds and 4 stars out of 541 funds for the 811 funds, 3 stars out of 635 funds and 3 stars out of 320 funds for the
rating criteria for more information. 3-, 5- and 10-year periods, respectively. Refer to the rating criteria for 3-, 5- and 10-year periods, respectively. Refer to the rating criteria for
more information. more information.
Real Est. Securities Fund : As of 01/31/17 the Fund was rated 3
stars out of 1147 funds, 3 stars out of 1014 funds and 3 stars out of Investment Qual Bond Fund : As of 01/31/17 the Fund was rated U.S. High Yield Bond Fund : As of 01/31/17 the Fund was rated 4
693 funds for the 3-, 5- and 10-year periods, respectively. Refer to the 3 stars out of 856 funds, 3 stars out of 750 funds and 3 stars out of stars out of 811 funds, 3 stars out of 635 funds and 4 stars out of 320
rating criteria for more information. 541 funds for the 3-, 5- and 10-year periods, respectively. Refer to the funds for the 3-, 5- and 10-year periods, respectively. Refer to the
Signature Menu
Data as of 12/31/2016
MFS Emerging Markets Debt : As of 01/31/17 the Fund was rated American Century 2025 : As of 01/31/17 the Fund was rated 3 stars JH Thru 2015 Active Strategy : As of 01/31/17 the Fund was rated
3 stars out of 533 funds, 3 stars out of 358 funds and 3 stars out of out of 150 funds, 3 stars out of 113 funds and 5 stars out of 35 funds 3 stars out of 92 funds, 4 stars out of 70 funds and 3 stars out of 25
178 funds for the 3-, 5- and 10-year periods, respectively. Refer to the for the 3-, 5- and 10-year periods, respectively. Refer to the rating funds for the 3-, 5- and 10-year periods, respectively. Refer to the
Capital World Bond Fund : As of 01/31/17 the Fund was rated 3 American Century 2020 : As of 01/31/17 the Fund was rated 3 stars JH Thru 2010 Active Strategy : As of 01/31/17 the Fund was rated
stars out of 533 funds, 3 stars out of 358 funds and 3 stars out of 178 out of 177 funds and 3 stars out of 146 funds for the 3- and 5-year 4 stars out of 84 funds, 5 stars out of 69 funds and 3 stars out of 41
funds for the 3-, 5- and 10-year periods, respectively. Refer to the periods, respectively. Refer to the rating criteria for more information. funds for the 3-, 5- and 10-year periods, respectively. Refer to the
American Century In Retirement : As of 01/31/17 the Fund was
Global Bond Fund : As of 01/31/17 the Fund was rated 3 stars out of rated 5 stars out of 133 funds, 5 stars out of 113 funds and 4 stars out JH Thru 2050 Managed Port : As of 01/31/17 the Fund was rated 5
533 funds, 3 stars out of 358 funds and 3 stars out of 178 funds for the of 63 funds for the 3-, 5- and 10-year periods, respectively. Refer to stars out of 169 funds for the 3-year period. Refer to the rating criteria
3-, 5- and 10-year periods, respectively. Refer to the rating criteria for the rating criteria for more information. for more information.
more information.
JH Thru 2050 Active Strategy : As of 01/31/17 the Fund was rated JH Thru 2045 Managed Port : As of 01/31/17 the Fund was rated 5
Oppenheimer Intl Bond : As of 01/31/17 the Fund was rated 4 stars 3 stars out of 169 funds and 3 stars out of 129 funds for the 3- and stars out of 150 funds for the 3-year period. Refer to the rating criteria
out of 533 funds, 3 stars out of 358 funds and 3 stars out of 178 funds 5-year periods, respectively. Refer to the rating criteria for more for more information.
for the 3-, 5- and 10-year periods, respectively. Refer to the rating information.
JH Thru 2040 Managed Port : As of 01/31/17 the Fund was rated 5
criteria for more information.
JH Thru 2045 Active Strategy : As of 01/31/17 the Fund was rated stars out of 177 funds for the 3-year period. Refer to the rating criteria
PIMCO Global Bond : As of 01/31/17 the Fund was rated 3 stars out 3 stars out of 150 funds, 4 stars out of 109 funds and 3 stars out of for more information.
of 533 funds, 3 stars out of 358 funds and 4 stars out of 178 funds for 33 funds for the 3-, 5- and 10-year periods, respectively. Refer to the
the 3-, 5- and 10-year periods, respectively. Refer to the rating criteria rating criteria for more information.
stars out of 150 funds for the 3-year period. Refer to the rating criteria
for more information.
JH Thru 2040 Active Strategy : As of 01/31/17 the Fund was rated for more information.
Templeton Global Bond Fund : As of 01/31/17 the Fund was rated 3 stars out of 177 funds, 4 stars out of 146 funds and 3 stars out of
3 stars out of 533 funds, 4 stars out of 358 funds and 5 stars out of 73 funds for the 3-, 5- and 10-year periods, respectively. Refer to the
178 funds for the 3-, 5- and 10-year periods, respectively. Refer to the rating criteria for more information.
rating criteria for more information.
JH Thru 2035 Active Strategy : As of 01/31/17 the Fund was rated
American Century 2055 : As of 01/31/17 the Fund was rated 5 stars 3 stars out of 150 funds, 4 stars out of 113 funds and 3 stars out of
out of 122 funds and 4 stars out of 86 funds for the 3- and 5-year peri- 35 funds for the 3-, 5- and 10-year periods, respectively. Refer to the
ods, respectively. Refer to the rating criteria for more information. rating criteria for more information.
American Century 2050 : As of 01/31/17 the Fund was rated 5 stars JH Thru 2030 Active Strategy : As of 01/31/17 the Fund was rated
out of 169 funds and 4 stars out of 129 funds for the 3- and 5-year 4 stars out of 177 funds, 4 stars out of 146 funds and 3 stars out of
periods, respectively. Refer to the rating criteria for more information. 73 funds for the 3-, 5- and 10-year periods, respectively. Refer to the
rating criteria for more information. JH Ret To 2050 Managed Port : As of 01/31/17 the Fund was rated 4
American Century 2045 : As of 01/31/17 the Fund was rated 4 stars
stars out of 169 funds and 3 stars out of 129 funds for the 3- and 5-year
out of 150 funds, 4 stars out of 109 funds and 5 stars out of 33 funds JH Thru 2025 Active Strategy : As of 01/31/17 the Fund was rated
periods, respectively. Refer to the rating criteria for more information.
for the 3-, 5- and 10-year periods, respectively. Refer to the rating 4 stars out of 150 funds, 5 stars out of 113 funds and 3 stars out of
criteria for more information. 35 funds for the 3-, 5- and 10-year periods, respectively. Refer to the JH Ret To 2045 Managed Port : As of 01/31/17 the Fund was rated 4
rating criteria for more information. stars out of 150 funds and 3 stars out of 109 funds for the 3- and 5-year
out of 150 funds, 3 stars out of 113 funds and 5 stars out of 35 funds JH Thru 2020 Active Strategy : As of 01/31/17 the Fund was rated
for the 3-, 5- and 10-year periods, respectively. Refer to the rating 4 stars out of 177 funds, 5 stars out of 146 funds and 3 stars out of JH Ret To 2040 Managed Port : As of 01/31/17 the Fund was rated 4
criteria for more information. 73 funds for the 3-, 5- and 10-year periods, respectively. Refer to the stars out of 177 funds and 3 stars out of 146 funds for the 3- and 5-year
rating criteria for more information. periods, respectively. Refer to the rating criteria for more information.
out of 177 funds and 3 stars out of 146 funds for the 3- and 5-year
Signature Menu
Data as of 12/31/2016
JH Ret To 2035 Managed Port : As of 01/31/17 the Fund was rated 4 T. Rowe Price Retirement 2020 : As of 01/31/17 the Fund was rated JH LS Agg Managed Volatility : As of 01/31/17 the Fund was rated 1
stars out of 150 funds and 3 stars out of 113 funds for the 3- and 5-year 5 stars out of 177 funds, 5 stars out of 146 funds and 5 stars out of stars out of 352 funds, 1 stars out of 293 funds and 1 stars out of 219
periods, respectively. Refer to the rating criteria for more information. 73 funds for the 3-, 5- and 10-year periods, respectively. Refer to the funds for the 3-, 5- and 10-year periods, respectively. Refer to the
JH Ret To 2030 Managed Port : As of 01/31/17 the Fund was rated 3
stars out of 177 funds and 3 stars out of 146 funds for the 3- and 5-year T. Rowe Price Retirement 2015 : As of 01/31/17 the Fund was rated JH LS Grow Managed Volatility : As of 01/31/17 the Fund was rated
periods, respectively. Refer to the rating criteria for more information. 5 stars out of 92 funds, 5 stars out of 70 funds and 4 stars out of 25 1 stars out of 722 funds, 2 stars out of 616 funds and 1 stars out of
funds for the 3-, 5- and 10-year periods, respectively. Refer to the 429 funds for the 3-, 5- and 10-year periods, respectively. Refer to the
periods, respectively. Refer to the rating criteria for more information. JH LS Agg Active Strategy : As of 01/31/17 the Fund was rated 3 JH LS Bal Managed Volatility : As of 01/31/17 the Fund was rated
stars out of 139 funds, 3 stars out of 125 funds and 3 stars out of 102 2 stars out of 722 funds, 2 stars out of 616 funds and 2 stars out of
JH LS Grow Active Strategy : As of 01/31/17 the Fund was rated 3 JH LS Mod Managed Volatility : As of 01/31/17 the Fund was rated
JH Ret Income Managed Port : As of 01/31/17 the Fund was rated 2
T. Rowe Price Retirement 2055 : As of 01/31/17 the Fund was rated
JH LS Bal Active Strategy : As of 01/31/17 the Fund was rated 3 JH LS Con Managed Volatility : As of 01/31/17 the Fund was rated
4 stars out of 122 funds and 5 stars out of 86 funds for the 3- and 5-year
T. Rowe Price Retirement 2045 : As of 01/31/17 the Fund was rated rating criteria for more information. rating criteria for more information.
4 stars out of 150 funds, 5 stars out of 109 funds and 4 stars out of
JH LS Mod Active Strategy : As of 01/31/17 the Fund was rated 3 This sub-account was introduced November 6, 2009.
1
33 funds for the 3-, 5- and 10-year periods, respectively. Refer to the
stars out of 417 funds, 4 stars out of 361 funds and 4 stars out of 241
rating criteria for more information. 2
This sub-account was introduced May 7, 2010.
funds for the 3-, 5- and 10-year periods, respectively. Refer to the
T. Rowe Price Retirement 2040 : As of 01/31/17 the Fund was rated rating criteria for more information. 3
This sub-account was introduced November 7, 2008.
JH LS Con Active Strategy : As of 01/31/17 the Fund was rated 3 This sub-account was introduced May 7, 2010.
4
stars out of 168 funds, 4 stars out of 145 funds and 5 stars out of 86
The underlying fund changed its name effective on or about May 5,
funds for the 3-, 5- and 10-year periods, respectively. Refer to the
2008. Performance shown for periods prior to that date reflect the
T. Rowe Price Retirement 2035 : As of 01/31/17 the Fund was rated rating criteria for more information.
results under its former name. The name of this sub-account changed
JH LS Agg Managed Portfolio : As of 01/31/17 the Fund was rated 4 effective on or about May 5, 2008 to more accurately reflect the name
stars out of 139 funds for the 3-year period. Refer to the rating criteria of the underlying fund.
rating criteria for more information.
for more information. 6
The name of this sub-account changed effective on or about May 5,
T. Rowe Price Retirement 2030 : As of 01/31/17 the Fund was rated
JH LS Grow Managed Portfolio : As of 01/31/17 the Fund was rated 2008.
4 stars out of 352 funds for the 3-year period. Refer to the rating crite-
73 funds for the 3-, 5- and 10-year periods, respectively. Refer to the 7
ria for more information.
JH LS Mod Managed Portfolio : As of 01/31/17 the Fund was rated 4
T. Rowe Price Retirement 2025 : As of 01/31/17 the Fund was rated 2010. Performance shown for periods prior to that date reflect the
4 stars out of 150 funds, 5 stars out of 113 funds and 4 stars out of results under its former name. The name of this sub-account changed
35 funds for the 3-, 5- and 10-year periods, respectively. Refer to the effective on or about May 10, 2010 to more accurately reflect the name
rating criteria for more information. JH LS Con Managed Portfolio : As of 01/31/17 the Fund was rated 4 of the underlying fund.
stars out of 168 funds for the 3-year period. Refer to the rating criteria 9
Account balance reported may include assets transferred from an-
other Fund, which was permanently closed on or about April 30, 2007.
Signature Menu
Data as of 12/31/2016
Contact your John Hancock representative for more information. 17, 2004. Performance shown for periods prior to that date is based on ments and may lose value. Asset allocation portfolios are ‘’fund of
the performance of the current underlying portfolio. funds’’ which invests in a number of underlying funds. For a complete
10
The underlying fund changed its sub-advisor on December 15, 2010
description of the risks associated with the Fund, please review the
from Declaration Management & Research LLC/MFC Global Investment 22
underlying fund’s prospectus, which is available upon request. Diver-
Management (U.S.A.) Limited to Declaration Management & Research 2011. Performance shown for periods prior to that date reflect the
sification does not assure against loss. Note: There is an additional fee
LLC/John Hancock Asset Management, a division of Manulife Asset results under its former name.
to invest in this feature. The fee information can be found on the form
Management (North America) Limited.
Account balance reported may include assets transferred from anoth-
23
used to select this feature.
12
This sub-account was introduced April 27, 2001. er Fund, which was permanently closed on or about October 29, 2007.
This sub-account previously invested in a different share class of the
36
Consult your John Hancock representative for more information.
13
The total revenue John Hancock receives on this Fund is higher than same underlying portfolio. It began investing in the current share class
those advised or sub-advised exclusively by unaffiliated entities. John 24
Effective on or about November 5, 2007, the underlying fund changed effective on or about May 10, 2010. Performance shown for periods pri-
Hancock and its affiliates provide exclusive advisory and sub-advisory its name to the John Hancock Trust - Total Bond Market Trust. or to that date is based on the performance of the current share class.
services for the underlying fund. For these services, John Hancock and
This sub-account was recently introduced on November 5, 2007 and
25 37
This sub-account was introduced July 25, 2008.
its affiliates receive additional fees which are included in the underlying
may not be available in all states. Contact your John Hancock repre-
fund expense ratio (i.e. Fund Expense Ratio or FER). 38
sentative to determine if this sub-account is available to your plan.
The underlying fund concentrates its investments in a sector of the
14 39
26
Not available to defined benefit plans. Consult your John Hancock
market. A portfolio of this type may be riskier or more volatile in price
representative for details. 40
than one that invests in more market sectors.
same underlying portfolio. It began investing in the current share class
27
The underlying fund’s manager or subadviser changed its name from
15
Account balance reported for this Fund may include assets trans- effective on or about July 28, 2008. Performance shown for periods prior
John Hancock Life Insurance Company to John Hancock Life Insurance
ferred from another Fund, which will be permanently closed on or to that date is based on the performance of the current share class.
Company (U.S.A.) on or about May 10, 2010. Contact your John Han-
about April 26, 2010. Consult your John Hancock representative for
cock representative for more information. Account balance reported may include assets transferred from anoth-
41
more information.
er Fund, which was permanently closed on or about October 27, 2008.
29
This sub-account was introduced August 21, 2000.
16
The underlying fund’s manager or subadviser changed its name from Contact your John Hancock representative for more information.
DFA & Invesco AIM to DFA & Invesco Advisers, Inc. on or about May 10, 30
This sub-account previously invested in a different underlying port- 42
The name of this sub-account changed effective on or about No-
2010. Contact your John Hancock representative for more information. folio. It began investing in the current underlying portfolio effective
vember 9, 2009 to more accurately reflect the name of the underlying
November 25, 2002. Performance shown for periods prior to that date
17
This sub-account previously invested in a different underlying portfo- fund. Contact your John Hancock representative for more information.
is based on the performance of the current underlying portfolio.
lio. It began investing in the current underlying portfolio effective May 43
Important Redemption Fee Information: Domini Social Equity Fund
5, 2003. Performance shown for periods prior to that date is based on Account balance reported may include assets transferred from an-
31
- Effective August 18, 2008, the underlying fund will impose a 2%
the performance of the current underlying portfolio. other Fund, which was permanently closed on or about April 27, 2009.
redemption fee on all selling/exchanges of the fund over $25,000
Contact your John Hancock representative for more information.
The underlying fund’s manager or subadviser changed its name from In-
18
within a thirty-day period. The ‘’First-In/First-Out’’ (‘’FIFO’’) method
vesco AIM Capital Management to Invesco Advisers, Inc. on or about May 32
This sub-account previously invested in a different underlying portfo- was used to determine whether the shares have been held for the
10, 2010. Contact your John Hancock representative for more information. lio. It began investing in the current underlying portfolio effective June prescribed holding period and, therefore, whether the redemption fee
1, 2009. Performance shown for periods prior to that date is based will be applied.
19
on the performance of the current underlying portfolio. The name of
same underlying portfolio. It began investing in the current share class 44
The underlying fund’s manager or subadviser changed its name from
this sub-account changed effective on or about June 1, 2009 to more
effective on or about May 7, 2007. Performance shown for periods prior AIM Investments, Inc. to Invesco AIM Capital Management on or about
accurately reflect the name of the underlying fund.
to that date is based on the performance of the current share class. November 10, 2008. Contact your John Hancock representative for
33
This sub-account was introduced May 29, 2009. more information.
The manager for the underlying fund and its objectives changed
20
effective on or about November 30, 2006. Performance shown for peri- 34

This sub-account was introduced September 6, 2002. 45
The portfolio concentrates its investments in high yield/high risk fixed
ods prior to that date reflect the results under its former manager. income securities, also known as junk bonds, which carry a much great-
35
Although the Guaranteed Income feature provides a guaranteed
er risk of default and tend to be more volatile than higher rated bonds.
21
This sub-account previously invested in a different underlying portfo- income base as well as guaranteed minimum withdrawal benefits, the
lio. It began investing in the current underlying portfolio effective May Guaranteed Income feature investment options are variable invest-
Signature Menu
Data as of 12/31/2016
The name of this sub-account changed effective on or about August

46
but may be adjusted from time to time as agreed upon by the Stability Account balance reported may include assets transferred from anoth-
57
2, 2010. Provider(s) and John Hancock Life Insurance Company (U.S.A.). The er Fund, which was permanently closed on or about October 26, 2009.
actual market value of the underlying assets may, at times, be greater Contact your John Hancock representative for more information.
47
than or less than the book value of the Fund. Any difference between
er sub-account which was permanently closed between April 22, 2005 The underlying fund changed its sub-advisor on May 9, 2011 from
58
the market value and book value will be taken into consideration when
and May 7, 2005. Deutsche Asset Management, Inc. to QS Investors, LLC.
setting future crediting rates.
48
Account balance reported may include assets transferred from anoth- 59
Important Redemption Fee Information: T. Rowe Price Small Cap Val-
The FER for the underlying fund includes an advisory fee payable to
er Fund, which was permanently closed on or about October 25, 2010. ue Fund - Effective January 1, 2005, the underlying fund will impose a
John Hancock Life Insurance Company (U.S.A.) for services provided to
Please contact your John Hancock representative for more information. 1% redemption fee on all selling/exchanges of the fund within a 90-day
the Trustee, as well as a management fee to John Hancock USA and/or
period. The ‘First-In/First-Out’ (‘FIFO’) method will be used to deter-
The underlying fund added Invesco AIM Capital Management as a
49
its affiliates in connection with the management of one of the underly-
mine whether the shares have been held for the prescribed holding
co-sub-adviser on or about November 10, 2008. Contact your John ing investments. For further details on these fees and certain risks that
period and, therefore, whether the redemption fee will be applied.
Hancock representative for more information. may apply please refer to the Offering Memorandum. Contact your
John Hancock representative if you wish to obtain a copy. Effective 61
This sub-account previously invested in a different share class of
50
January 10, 2011, the John Hancock Stable Value Fund is not available the same underlying portfolio. It began investing in the current share
other Fund which was permanently closed between April 25, 2004 and
to Puerto Rico plans described in Section 1022(i)(1) of ERISA or to class effective on or about November 9, 2009. Performance shown for
May 1, 2004.
Group or Master Trusts that include assets of such plans. periods prior to that date is based on the performance of the current
Effective June 1, 2009, the underlying fund changed its name to the
51
share class.
Units of the Fund have not been registered under the Securities Act of
Domini Social Equity Fund Investor Shares.
1933, as amended, or under the securities laws of any other jurisdic- Account balance reported may include assets transferred from anoth-
62
52
John Hancock Stable Value Fund: Qualified retirement plans that tion; and the Fund is not registered under the Investment Company er Fund which was permanently closed between April 25, 2003 and
select the John Hancock Stable Value Fund as an eligible investment Act of 1940, as amended, or other applicable law, and participants are May 5, 2003.
option under the group annuity contract are restricted from selecting not entitled to the protections of such Act. The John Hancock Stable 63
The underlying fund share class was recently renamed on June 1,
any fixed-income investment options for the plan deemed to be ‘Com- Value Fund invests a portion of its assets in a separate investment
2009. There was no impact to the share class pricing or any material
peting’, including (i) any book value fixed income Fund, (ii) any other account maintained by John Hancock Life & Health Insurance Company
impact to the underlying fund as a result of this renaming.
fixed income Fund with a targeted average duration of three (3) years (‘’John Hancock Life & Health’’), an affiliate of John Hancock USA,
or less, including but not limited to, a money market Fund or a short- which has claimed an exclusion from the definition of the term ‘’Com-
64
term bond Fund, or (iii) any guaranteed interest account (other than a modity Pool Operator’’ under CFTC Regulation 4.5 under the Com- the same underlying portfolio. It began investing in the current share
ten (10) year maturity guaranteed interest account maintained by an modity Exchange Act with respect to its operation of such separate class effective on or about November 8, 2010. Performance shown for
affiliate of John Hancock Life Insurance Company (U.S.A.) originally account and, therefore, John Hancock Life & Health is not subject to periods prior to that date is based on the performance of the current
offered prior to May 1, 2006). Contact your John Hancock representa- registration or regulation as a pool operator under Regulation 4.5 for share class.
tive for details. such separate account. 65
An investment in the John Hancock Stable Value Fund is not an insured 53
This sub-account was introduced on or about May 6, 2005. same underlying portfolio. It began investing in the current share class
deposit, nor an obligation of, nor guaranteed by, John Hancock USA, effective on or about June 1, 2009. Performance shown for periods pri-
54
the Fund’s Trustee or its Advisor, The Federal Deposit Insurance Cor- or to that date is based on the performance of the current share class.
er Fund, which was permanently closed on or about April 18, 2011.
poration (FDIC) or any government agency, and is subject to certain
Please contact your John Hancock representative for more information. 67
The underlying fund changed its name effective on or about Novem-
market risks. However, through its Stabilizing Agreements with one or
ber 8, 2010. Performance shown for periods prior to that date reflect
more Stability Providers, the Fund is designed to meet Department of 55
This sub-account previously invested in a different underlying portfo-
the results under its former name. The name of this sub-account
Labor requirements for ‘grandfathered’ default contributions under 29 lio. It began investing in the current underlying portfolio effective on or
changed effective on or about November 8, 2010 to more accurately
CFR 2550.404c-5(e)(4)(v). Although the portfolio will seek to maintain about May 7, 2005. Performance shown for periods prior to that date is
reflect the name of the underlying fund.
a stable value, there is a risk that it will not be able to do so, and based on the performance of the current underlying portfolio.
participants may lose their investment if both the Fund’s investment 69
The sub-adviser or manager changed its name on or about May 6,
56
portfolio and the Stability Provider(s) fail. Neither John Hancock USA 2006. Performance shown for periods prior to that date reflect the
the same underlying portfolio. It began investing in the current share
nor the Trustee guarantees the performance of the Stability Provid- results under the sub-adviser’s former name.
class effective on or about November 10, 2008. Performance shown for
er(s). Investments in the Fund will accrue interest at the applicable
periods prior to that date is based on the performance of the current
monthly crediting rate, which rate will be set based upon a formula
share class.
Signature Menu
Data as of 12/31/2016
The underlying fund changed its sub-adviser effective August 1,

70
investment in this portfolio is not insured or guaranteed by The Federal Hancock Representative if you have any questions about product, Fund
2005. Performance shown for periods prior to that date reflect the Deposit Insurance Corporation or any other government agency. or contract feature availability.
results under the former sub-adviser. Although the underlying portfolio seeks to preserve the value of an 96
Changes were made to this sub-account effective on or about
investment, it is possible to lose money by investing in this portfolio.
Only available under certain limited circumstances. Consult your John
71
October 30, 2006. Contact a John Hancock representative for more
Hancock representative for more information. 85
Account balance reported may include assets transferred from an- information.
72
This sub-account was introduced on or about May 5, 2006. 97
73
This sub-account previously invested in a different underlying port- 98
87
folio. It began investing in the current underlying portfolio effective same underlying portfolio. It began investing in the current share class
October 14, 2005. 88
Important Redemption Fee Information: Federated Institutional effective on or about May 9, 2011. Performance shown for periods prior
High Yield Bond Fund - Effective November 5, 2010, the underlying to that date is based on the performance of the current share class.
74
fund will impose a 2% redemption fee on all selling/exchanges of the
2006 to more accurately reflect the name of the underlying fund. Con- 99
While viewing this report online, click on the name of the sub-account
fund within a 90-day period. The “First-In/First-Out” (“FIFO”) method
tact your John Hancock representative for more information. for additional details about the changes. If you have questions, contact
will be used to determine whether the shares have been held for the
your local John Hancock representative.
75
The underlying fund changed its sub-advisor on June 1, 2009 from prescribed holding period and, therefore, whether the redemption fee
Munder Capital Management and Invesco AIM Capital Management will be applied. 101
The underlying fund changed its sub-advisor on December 15, 2010
to Dimensional Fund Advisors, Inc. (DFA) and Invesco AIM Capital from MFC Global Investment Management (U.S.A.) Limited to John
89
Management. Hancock Asset Management, a division of Manulife Asset Management
lio. It began investing in the current underlying portfolio effective on or
(North America) Limited.
None of the Index Funds or the underlying John Hancock Trust Index
76
about May 6, 2006. Performance shown for periods prior to that date is
Trusts or ETFs are sponsored, endorsed, managed, advised, sold or based on the performance of the current underlying portfolio. 102
This sub-account previously invested in a different underlying port-
promoted by any of the respective companies that sponsor the broad- folio. It began investing in the current underlying portfolio effective
90
based securities market index, and none of these companies make November 7, 2011. Performance shown for periods prior to that date
any representation regarding the advisability of investing in the Index is based on the performance of the current underlying portfolio. The
Fund. name of this sub-account changed effective on or about November 7,
91
The underlying John Hancock Variable Insurance Trust portfolio is 2011 to more accurately reflect the name of the underlying fund.
77
The underlying fund changed its sub-advisor on November 8, 2010
not a retail mutual fund and is only available under variable annuity
from Van Kampen Investments to Invesco Advisers, Inc. The underlying fund changed its name effective on or about Novem-
103
contracts, variable life policies or through participation in tax qualified
ber 7, 2011. Performance shown for periods prior to that date reflect
79
This sub-account previously invested in a different underlying portfo- retirement plans. Although the portfolios’ investment adviser or
the results under its former name. The name of this sub-account
lio. It began investing in the current underlying portfolio effective on or sub-advisers may manage retail mutual funds with similar names and
about November 6, 2006. investment objectives, no representation is made, and no assurance
is given, that any portfolio’s investment results will be comparable to
80
the investment results of any other fund, including other funds with 104
The underlying fund’s manager changed its name from Optimum
lio. It began investing in the current underlying portfolio effective April
the same investment adviser or sub-adviser. Past performance is no Investment Advisors, LLC to Fairpointe Captial, LLC. on or about
30, 2001. Performance shown for periods prior to that date is based on
guarantee of future results. November 7, 2011. Contact your John Hancock representative for more
the performance of the current underlying portfolio.
information.
92
The underlying fund changed its sub-adviser from T. Rowe Price
81
This sub-account previously invested in a different underlying port-
solely to T. Rowe Price and RCM on or about November 6, 2006. Per- 105
folio. It began investing in the current underlying portfolio effective
formance shown for periods prior to that date reflect the results under
February 9, 2004. Performance shown for periods prior to that date is Account balance reported may include assets transferred from an-
106
the former sub-adviser.

based on the performance of the current underlying portfolio. other Fund, which was permanently closed on or about April 23, 2012.
95
The availability of products, Funds and contract features may be Please contact your John Hancock representative for more information.
82
subject to Broker-Dealer Firm approval, State approval, Broker Li-

er Fund, which was permanently closed on or about October 30, 2006. 107
This sub-account previously invested in a different underlying fund.
censing requirements, tax law requirements, or other contract-related
Contact your John Hancock representative for more information. It began investing in the current underlying fund effective May 4, 2012.
requirements. From time to time, changes are made to Funds, and
Performance shown for periods prior to that date is based on the per-
83
This investment option is deemed a ‘’Competing’’ investment option the availability of these changes may be subject to State approvals or
formance of the current underlying fund. The name of this sub-account
with the John Hancock Stable Value Fund and may not be available. An other compliance requirements. Please confirm with your local John
Signature Menu
Data as of 12/31/2016
changed effective on or about May 4, 2012 to more accurately reflect The underlying fund expense ratio shown includes an annualized
119 131
The sub-adviser or manager changed its name on or about Novem-
the name of the underlying fund. charge of 0.06% accrued daily, and deducted monthly out of the unit- ber 8, 2014. Performance shown for periods prior to that date reflect
ized version of the underlying fund provided by and traded through the the results under the sub-adviser’s former name.
108
trading platform of an unaffiliated third party.
The name of this sub-account changed effective on or about Novem-
132
109
The Fund is designed as an investment vehicle for cash balance pen-
120
ber 8, 2014.
sion plans. The Fund seeks to earn a total return, net of the fund’s fees
the same underlying portfolio. It began investing in the current share
and expenses, that is equivalent to the interest crediting rate estab- The underlying fund changed its name effective on or about Novem-
133
class effective on or about November 8, 2013. Performance shown for
lished by the Internal Revenue Service for cash balance pension plans ber 8, 2014. Performance shown for periods prior to that date reflect
periods prior to that date is based on the performance of the current
using the 30-year Treasury Bond Yield 12-Month Daily average. The the results under its former name.
share class.
Fund seeks to earn this rate each calendar year. There is no guarantee
This sub-account was recently introduced on November 8, 2014 and
134
that any investment strategy will achieve its objectives. The underlying fund changed its sub-advisor on November 8, 2013
122
may not be available in all states. Contact your John Hancock repre-
from T.Rowe Price Associates, Inc. & RCM to T. Rowe Price Associates,
110
This sub-account previously invested in a different underlying port- sentative to determine if this sub-account is available to your plan.
Inc. & Allianz Global Investors U.S., LLC.
folio. It began investing in the current underlying portfolio effective
Managed Volatility Strategy (MVS) seeks to reduce the volatility in
135
November 2, 2012. Performance shown for periods prior to that date Account balance reported may include assets transferred from an-
123
a portfolio’s performance and limit the magnitude of portfolio losses
is based on the performance of the previous underlying portfolio/ other Fund, which was permanently closed on or about April 11, 2014.
through the use of adjustment to the asset allocation mix as directed
sub-account. The name of this sub-account may change effective on Please contact your John Hancock representative for more information.
by current market conditions. The MVS may employ certain risk man-
or about November 2, 2012 to more accurately reflect the name of the 124
This sub-account previously invested in a different share class of the agement techniques and may reallocate assets between the underlying
underlying fund.
same underlying portfolio. It began investing in the current share class Equity and Fixed-Income Funds as it could potentially re-allocate the
The underlying fund changed its name effective on or about Novem-
111
effective on or about May 3, 2014. Performance shown for periods prior portfolio to 100% cash/cash equivalent in extreme circumstances. If
ber 2, 2012. Performance shown for periods prior to that date reflect to that date is based on the performance of the current share class. achieved, this goal can smooth out the performance of the fund, which
the results under its former name. The name of this sub-account may produce ‘lower highs and higher lows’.
125
2014. The use of the MVS in Guaranteed Income for Life Select, may limit the
growth of your account’s market value in certain market conditions,
126
The underlying fund changed its sub-advisor on November 2, 2012
112
which could result in a lower Benefit Base and reduce your future
from Wellington Management Company, LLP to Wellington Manage- 127
During periods of extreme market volatility, the Portfolio’s economic guaranteed minimum withdrawal payments. The value of the ‘step-up’
ment Company, LLP/RS Investments. exposure to equity or fixed-income securities could be reduced to 0% benefit is dependent on the market value of your investment in Guar-
and its economic exposure to cash and cash equivalents could increase anteed Income for Life Select at the time the Lifetime Income Amount
113
to 100%. (LIA) is set.
If John Hancock has been provided with your date of birth and no
114
128
The indicated separate account is operated by John Hancock Life The benefit base provided by the guarantee feature is paid for by the
investment instructions at the time of enrollment, then, on the date of
Insurance Company (U.S.A.), which has claimed an exclusion from the participant and already provides protection against potential market
your enrollment, you will be default enrolled into a Target Date (Life-
definition of the term ‘Commodity Pool Operator’ under the Commodity losses. The similarities between the guarantee feature and MVS (eg.
cycle Portfolio) based on your year of birth and a retirement age of 67,
Exchange Act and, therefore, is not subject to registration or regula- Protection against market losses) may offer little to no benefit to par-
and subject to the Target Date then in existence.
tion as a pool operator under such Act. ticipants in certain market scenarios.
115
129
The selection of any Fund that utilizes these strategies in addition
er Fund, which was permanently closed on or about October 17, 2014. to income protection provided by Guaranteed Income for Life Select
Please contact your John Hancock representative for more information.
Please contact your John Hancock representative for more information. should be consistent with individual investment objectives and may not
Account balance reported may include assets transferred from
117
be appropriate for everyone.
130
another Fund, which was permanently closed on or about October
same underlying portfolio. It began investing in the current share class The Fund Sheets and the prospectus of the underlying fund contains
21, 2013. Please contact your John Hancock representative for more
effective on or about November 8, 2014. Performance shown for periods more complete information, such as investment objectives, risks,
information.
prior to that date is based on the performance of the old share class. charges, expenses, limitations and restrictions. For further details
118
This sub-account was introduced November 8, 2013. regarding this Fund and Guaranteed Income for Life Select, speak to
your financial representative.
Signature Menu
Data as of 12/31/2016

136
Federated Capital Preservation Fund: Qualified retirement plans
144
option containing one or more competing investment options. Contact
other Fund, which was permanently closed on or about April 17, 2015. that select the Federated Capital Preservation Fund as an eligible in- your John Hancock representative for details.
Please contact your John Hancock representative for more information. vestment option under the group annuity contract are restricted from
The Reliance Trust New York Life Anchor Account is a collective invest-
selecting any investment option for the plan deemed to be ‘Compet-
137
ment trust maintained by Reliance Trust Company that invests 100%
ing’, including (i) a stable value fund, (ii) a money market fund, (iii)
same underlying portfolio. It began investing in the current share class of its assets in an insurance company separate account maintained by
any other fund that, either directly or indirectly through investments in
effective on or about May 8, 2015. Performance shown for periods New York Life Insurance Company. An investment in the Reliance Trust
another fund, maintains: (A) at least 80% of its assets in fixed income
prior to that date is based on the performance of the old share class. New York Life Anchor Account is not an insured deposit, nor an obliga-
securities; and (B) an average effective duration of three years or less;
tion of, nor guaranteed by John Hancock, Reliance Trust Company, The
138
This sub-account was recently introduced on May 8, 2015 and may or (iv) an option within a self-directed brokerage account (‘SDBA’)
Federal Deposit Insurance Corporation (FDIC) or any government agen-
not be available in all states. Contact your John Hancock representa- investment option of the type described in items (i), (ii) or (iii) above.
cy, and is subject to certain market risks. However, the fund is designed
tive to determine if this sub-account is available to your plan. Contact your John Hancock representative for details.
to meet Department of Labor requirements for ‘grandfathered’ default
The returns of the sub-account may differ from the returns of the
139
An investment in the Federated Capital Preservation Fund is not an contributions under 29 CFR 2550.404c-5(e)(4)(v). Although the portfolio
ETF in which the sub-account invests (referred to as ‘tracking error’). insured deposit, nor an obligation of, nor guaranteed by, John Hancock, will seek to maintain a stable value, there is a risk that it will not be
Tracking error results from certain fees and transaction expenses Federated Investors Trust Company, or Federated Investment Coun- able to do so, and participants may lose their investment. Investments
incurred by the sub-account, from differences between the timing of seling, The Federal Deposit Insurance Corporation (FDIC) or any gov- in the fund will accrue interest at the applicable monthly crediting rate,
purchases and redemptions of sub-account shares and corresponding ernment agency, and is subject to certain market risks. Although the which will be set based upon a formula but may be adjusted from time
transactions in the shares of the underlying ETF, and from the fact that portfolio will seek to maintain a stable value, there is a risk that it will to time as agreed upon by Reliance Trust Company and New York Life
the sub-account holds a small amount of cash (less than 1% of the not be able to do so, and participants may lose their investment. The Insurance Company. The actual market value of the underlying assets
value of the sub-account) in addition to shares of the ETF. actual market value of the underlying assets may, at times, be greater may, at times, be greater than or less than the book value of the fund.
than or less than the book value of the Fund. Any difference between Any difference between the market value and book value will be taken
Important Redemption Fee Information: Lazard International Equity
140
the market value and book value will be taken into consideration when into consideration when setting future crediting rates.
Fund - Effective May 11, 2015, the underlying fund will impose a 1%
setting future crediting rates.
redemption fee on all selling/exchanges of the fund within a thirty-day For further details on the fund expense ratio and certain risks that may
period. The ‘First-In/First-Out’ (‘FIFO’) method was used to determine For further details on this fund and certain risks that may apply please apply please refer to the Offering Statement and Declaration of Trust.
whether the shares have been held for the prescribed holding period refer to the Offering Circular and Declaration of Trust. Contact your Contact your John Hancock representative if you wish to obtain a copy.
and, therefore, whether the redemption fee will be applied. John Hancock representative to obtain a copy.
Units of the Fund have not been registered under the Securities Act of
Important Redemption Fee Information: T. Rowe Price Overseas
141
Units of the Fund have not been registered under the Securities Act of 1933, as amended, or under the securities laws of any other jurisdic-
Stock Fund - Effective May 11, 2015, the underlying fund will impose 1933, as amended, or under the securities laws of any other jurisdic- tion; and the Fund is not registered under the Investment Company
a 2% redemption fee on all selling/exchanges of the fund within a tion; and the Fund is not registered under the Investment Company Act of 1940, as amended, or other applicable law, and participants are
ninety-day period. The ‘First-In/First-Out’ (‘FIFO’) method was used to Act of 1940, as amended, or other applicable law, and participants are not entitled to the protections of such Act.
determine whether the shares have been held for the prescribed hold- not entitled to the protections of such Act.
147
ing period and, therefore, whether the redemption fee will be applied.
Reliance Trust New York Life Anchor Account: Qualified retirement
145
er Fund, which was permanently closed on or about October 16, 2015.
This investment option is deemed a ‘Competing’ investment option
142
plans that select the Reliance Trust New York Life Anchor Account as Please contact your John Hancock representative for more information.
with the Reliance Trust New York Life Anchor Account and may not an eligible investment option under the group annuity contract are
148
be available if the Reliance Trust New York Life Anchor Account is se- restricted from selecting any investment options for the plan deemed
lected. For further details, please refer to the Offering Statement and to be ‘Competing’, including (i) a fixed income fund with a targeted
effective on or about November 7, 2015. Performance shown for periods
Declaration of Trust. Contact your John Hancock representative if you average duration of three (3) years or less, including without limitation,
prior to that date is based on the performance of the old share class.
wish to obtain a copy. a money market fund, other stable value fund or bond fund, (ii) any
investment fund that is reported to participants on a valuation basis 149
The sub-account and underlying fund changed its name effective on
143
comparable to that for the Group Trust, (iii) a balanced, lifestyle, or about November 7, 2015. Performance shown for periods prior to
with the Federated Capital Preservation Fund and may not be available
target-date or other similar type of asset allocation fund if the fund that date reflect the results under its former name.
if the Federated Capital Preservation Fund is selected. For further
contains a fund of the type described in the preceding item (i) or (ii)
details, please refer to the Offering Circular and Declaration of Trust. This sub-account was recently introduced on November 7, 2015 and
150
that exceeds 70% of that fund, (iv) a guaranteed investment contract

Contact your John Hancock representative if you wish to obtain a copy. may not be available in all states. Contact your John Hancock repre-
issued by a different issuer or (v) self-directed brokerage account
sentative to determine if this sub-account is available to your plan.
Signature Menu
Data as of 12/31/2016
This sub-account was recently introduced on March 25, 2016 and

151 162
The underlying fund changed its sub-advisor on November 4, 2016 Any difference between the market value and book value will be taken
may not be available in all states. Contact your John Hancock repre- from Declaration Management & Research LLC/John Hancock Asset into consideration when setting future crediting rates.
sentative to determine if this sub-account is available to your plan. Management to John Hancock Management.
For further details on the fund expense ratio and certain risks that may
152
The name of this sub-account changed effective on or about
163
apply please refer to the Offering Memorandum and Declaration of Trust.
same underlying portfolio. It began investing in the current share class November 4, 2016. Contact your John Hancock representative if you wish to obtain a copy.
effective on or about November 7, 2015. Performance shown for periods 165
This sub-account was recently introduced on November 4, 2016 and Units of the Fund have not been registered under the Securities Act of
may not be available in all states. Contact your John Hancock repre- 1933, as amended, or under the securities laws of any other jurisdic-
153
sentative to determine if this sub-account is available to your plan. tion; and the Fund is not registered under the Investment Company
other Fund, which was permanently closed on or about April 22, 2016. Act of 1940, as amended, or other applicable law, and participants are
166
Please contact your John Hancock representative for more information. not entitled to the protections of such Act.
with the Reliance MetLife Stable Value Fund and may not be available if
154
This sub-account previously invested in a different share class of the the Reliance MetLife Stable Value Fund is selected. For further details, Group annuity contracts and recordkeeping agreements are issued
same underlying portfolio. It began investing in the current share class please refer to the Offering Circular and Declaration of Trust. Contact by John Hancock Life Insurance Company (U.S.A.), Boston, MA (not
effective on or about June 11, 2016. Performance shown for periods pri- your John Hancock representative if you wish to obtain a copy. licensed in New York). John Hancock Life Insurance Company (U.S.A.)
or to that date is based on the performance of the current share class. makes available a platform of investment alternatives to sponsors or
167
Reliance MetLife Stable Value Fund: Qualified retirement plans that
administrators of retirement plans without regard to the individualized
The underlying fund changed its name and objectives effective on or
155
select the Reliance MetLife Stable Value Fund as an eligible investment
needs of any plan. Unless otherwise specifically stated in writing,
about June 11, 2016. Performance shown for periods prior to that date option under the group annuity contract are restricted from select-
John Hancock Life Insurance Company (U.S.A.) does not, and is not
reflect the results under its former name. The name of this sub-ac- ing any investment options for the plan deemed to be ‘Competing’,
undertaking to, provide impartial investment advice or give advice in a
count changed effective on or about June 11, 2016 to more accurately including (i) a fixed income fund with a targeted average duration of
fiduciary capacity.
reflect the name of the underlying fund. three (3) years or less, including without limitation, a money market
fund, other stable value fund or bond fund, (ii) a self-directed broker- NOT FDIC INSURED | MAY LOSE VALUE | NOT BANK GUARANTEED
157
This sub-account was recently introduced on June 11, 2016 and may
age account, (iii) any investment fund that is reported to participants
not be available in all states. Contact your John Hancock representa- © 2017 All rights reserved.
on a valuation basis comparable to that for the Group Trust, or (iv) a
tive to determine if this sub-account is available to your plan.
balanced, lifestyle, target-date or other similar type of asset allocation GT-I32339 03/17-32815 GA030217355477
Effective April 6, 2016, the underlying holdings of the Money Market
158
fund if the fund contains a fund of the type described in the preceding
Fund were modified in order to comply with the definition of a Gov- item (i), (ii), or (iii) that exceeds 70% of that fund. Contact your John
ernment money market fund as set out by the SEC. That ruling takes Hancock representative for details.
effect October 14, 2016.
The Reliance MetLife Stable Value Fund is a collective investment trust
159
This sub-account previously invested in a different underlying portfo- maintained by Reliance Trust Company that invests 100% of its assets
lio. It began investing in the current underlying portfolio effective on or in insurance company separate accounts maintained by Metropolitan
about November 4, 2016. Performance shown for periods prior to that Life Insurance Company. An investment in the Reliance MetLife Stable
date is based on the performance of the previous underlying portfolio. Value Fund is not an insured deposit, nor an obligation of, nor guaran-
teed by John Hancock, Reliance Trust Company, The Federal Deposit
160
Insurance Corporation (FDIC) or any government agency, and is
subject to certain market risks. However, the fund is designed to meet
effective on or about November 4, 2016. Performance shown for periods
Department of Labor requirements for ‘grandfathered’ default contri-
butions under 29 CFR 2550.404c-5(e)(4)(v). Although the portfolio will
161
The underlying fund changed its sub-advisor on November 4, 2016 seek to maintain a stable value, there is a risk that it will not be able to
from Grantham, Mayo, Van Otterloo & Co. LLC (GMO) to Wellington do so, and participants may lose their investment. Investments in the
Management Company, LLP. In addition, the underlying fund changed fund will accrue interest at the applicable monthly crediting rate, which
its name and objectives. Performance shown for periods prior to that will be set based upon a formula but may be adjusted from time to
date reflect the results under its former name. time as agreed upon by Reliance Trust Company and Metropolitan Life
Insurance Company. The actual market value of the underlying assets
may, at times, be greater than or less than the book value of the fund.

GT I32339 Ge Fund Frwscorecard 0217 r2 Secured

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JH Signature Fund Scorecard Signature Menu

Legend for Fi360:

0-25 - First Quartile 51-75 - Third Quartile

26-50 - Second Quartile 76-100 - Fourth Quartile

Large Cap Value

• John Hancock 0.25 Large Value

Large Cap Blend

Large Cap Growth

Mid Cap Value

Mid Cap Blend

Value Fund 106, 123, 13,

Mid Cap Growth

American Century Mid-Cap

Baird MidCap Fund 0.66 Mid-Cap

• Franklin Small- 0.46 Mid-Cap

Small Cap Value

Small Cap Blend

Small Cap Growth

• Wells Fargo WSC- 0.8 Small Growth

Columbia Overseas Foreign Large

• DFA International 0.69 Foreign Small/

iShares MSCI EAFE 0.46 Foreign Large

Aberdeen Interna- Foreign Large

Dodge & Cox 0.54 Foreign Large

• International 0.12 Foreign Large

EuroPacific Growth Foreign Large

• Invesco Interna- 0.63 Foreign Large

DFA Emerging Diversified

5 56 30 5 1783 674 580 378 284 133

New World Fund 0.65 Diversified

74 6 7 74 1781 674 580 378 284 133

35 63 56 35 2056 674 580 378 284 133

57 22 1 57 1781 674 580 378 284 133

iShares Gold Trust 0.31 Commodities

• PIMCO Commod- Commodities

Tocqueville Gold 0.94 Equity Precious

American Balanced Allocation--50%

BlackRock Global 0.62 World

Capital Income 0.29 World

MainStay Income 0.57 World

• PIMCO All Asset 0.915 Tactical

The Income Fund 0.28 Allocation--70%

American Century Target-Date

American Century 0.64 Target-Date

American Century 0.55 Target-Date

American Century Target-Date

American Century 0.44 Target-Date

American Funds 0.47 Target-Date

American Funds 0.44 Target-Date

American Funds 0.44 Target-Date

American Funds Target-Date

American Funds 0.42 Target-Date

American Funds 0.4 Target-Date

American Funds 0.39 Target-Date

American Funds Target-Date

American Funds 0.36 Target-Date

American Funds Target-Date

• BlackRock Life- 0.14 Target-Date

• BlackRock Life- 0.14 Target-Date

• BlackRock Life- 0.14 Target-Date

• BlackRock Life- 0.11 Target-Date

• JH Thru 2060 Target-Date

• JH Retirement 0.39 Target-Date