UL Plan Type : Life Dimensions Life Dimensions (Low Fees) LifeProvider LifeProvider (Low Fees) UL Investment Loan Plan Ultimate Dimension

UL Fee : Any

Fund Company : Any

Fund Type : Any

Socially Responsible Investments

Total Assets ($ millions) : Any $100,000 or less Greater than $100,000 Greater than $1 million Greater than $10 million Greater than $100 million Greater than $1 billion

FundGrade : Any A B C D E

Quartile : Any 1 2 3 4

1 Mth Return : Any 20% or greater 15% or greater 10% or greater 5% or greater 0% or greater 0% or less -5% or less -10% or less -20% or less

3 Mth Return : Any 20% or greater 15% or greater 10% or greater 5% or greater 0% or greater 0% or less -5% or less -10% or less -20% or less

6 Mth Return : Any 20% or greater 15% or greater 10% or greater 5% or greater 0% or greater 0% or less -5% or less -10% or less -20% or less

YTD Return : Any 20% or greater 15% or greater 10% or greater 5% or greater 0% or greater 0% or less -5% or less -10% or less -20% or less

1 Yr Return : Any 20% or greater 15% or greater 10% or greater 5% or greater 0% or greater 0% or less -5% or less -10% or less -20% or less

3 Yr Return : Any 20% or greater 15% or greater 10% or greater 5% or greater 0% or greater 0% or less -5% or less -10% or less -20% or less

5 Yr Return : Any 20% or greater 15% or greater 10% or greater 5% or greater 0% or greater 0% or less -5% or less -10% or less -20% or less

10 Yr Return : Any 20% or greater 15% or greater 10% or greater 5% or greater 0% or greater 0% or less -5% or less -10% or less -20% or less

Inception Return : Any 20% or greater 15% or greater 10% or greater 5% or greater 0% or greater 0% or less -5% or less -10% or less -20% or less

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