Print
E-mail
Reprint
RSSNovember 12, 2007, 12:01 AM ET
| Top 10 funds by category: composite funds | ||||||
| Convertible Bond Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| Transamerica Convertibles | 22.84% | 21.96% | NACM U.S. Convertibles | 16.41% | 15.91% | |
| NACM U.S. Convertibles | 22.63% | 22.07% | Gabelli Asset Mgmt. Convertibles | 15.93% | n/a | |
| MacKay Shields Convertibles | 21.12% | 20.52% | ClearBridge Convertible Securities | 15.62% | 15.07% | |
| PIMCO Convertible | 17.59% | 16.86% | Transamerica Convertibles | 15.43% | 14.65% | |
| Gabelli Asset Mgmt. Convertibles | 16.89% | 16.06% | PIMCO Convertible | 13.97% | 13.27% | |
| TCW Traditional Convertibles | 15.82% | 15.25% | MacKay Shields Convertibles | 13.35% | 12.81% | |
| Froley, Revy Convertibles Comp. | 15.32% | 14.72% | Lord Abbett & Co. Convertibles | 12.67% | 11.83% | |
| Victory Inst'l Investment Grade Convertibles | 15.25% | 14.60% | TCW Traditional Convertibles | 12.30% | 11.74% | |
| Lord Abbett & Co. Convertibles | 14.85% | 14.00% | Calamos Convert Composite | 12.22% | 11.67% | |
| Calamos Convertibles Composite | 14.06% | 13.50% | Calamos U.S. Convertible Strategy | 12.15% | 11.60% | |
| Diversified Emerging Markets Equity Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| ClariVest Emerging Markets | 74.70% | 73.02% | NACM Emerging Markets Opportunities | 47.33% | 46.09% | |
| NACM Emerging Markets Opportunities | 74.10% | 72.58% | William Blair Emerging Markets Growth | 45.72% | n/a | |
| Fisher Emerging Markets Equity | 69.38% | 68.65% | Acadian Emerging Markets Strategy | 45.31% | 44.20% | |
| Alliance Emerging Markets Growth | 68.11% | 55.24% | Bernstein Emerging Markets Value Equity | 44.80% | 43.20% | |
| LSV Asset Mgmt. Emerging Markets Value | 67.92% | 66.33% | Driehaus Emerging Markets Growth | 44.54% | 42.31% | |
| Marvin & Palmer Emerging Markets | 67.33% | 66.18% | Eaton Vance Structured Emerging Markets Equity | 43.82% | 42.43% | |
| American Century Emerging Markets | 65.45% | 62.69% | GMO Emerging Markets Strategy | 43.46% | 41.94% | |
| The Boston Emerging Markets Core Equity | 65.33% | 63.61% | Pictet Global Emerging Markets | 42.45% | 40.94% | |
| Templeton Emerging Markets Equity | 65.12% | 63.65% | Trilogy Global Emerging Markets | 42.32% | 40.32% | |
| QMA Emerging Markets Equity | 64.57% | 64.20% | Wellington Emerging Markets Equity | 42.32% | 41.07% | |
| Emerging Markets Bond Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| Capital Guardian Emerging Markets FI - Institutional | 21.21% | 20.42% | Stone Harbor EMD Total Return | 25.00% | 23.65% | |
| Lazard Emerging Income | 17.42% | 15.17% | Franklin Templeton Emerging Market Debt Opp. | 21.85% | 20.72% | |
| Franklin Templeton Emerging Markets Debt Opp. | 14.62% | 13.73% | Prudential Inv. Mgmt. Emerging Markets Debt | 21.04% | 20.19% | |
| AllianceBernstein Emerging Markets Debt | 11.93% | 11.24% | Capital Guardian Emerging Market FI - Institutional | 20.44% | 19.64% | |
| Morgan Stanley Emerging Markets Debt Strat. | 11.80% | 10.62% | AllianceBernstein Emerging Markets Debt | 19.69% | n/a | |
| Prudential Inv. Mgmt. Emerging Markets Debt | 11.20% | 10.44% | Stone Harbor Emerging Markets Debt | 19.25% | 18.51% | |
| Stone Harbor Emerging Markets Debt | 11.16% | 10.56% | Wellington Emerging Markets Debt | 18.88% | 18.15% | |
| Stone Harbor EMD Total Return | 11.04% | 10.13% | Western Asset Mgmt. Emerging Markets | 18.10% | 17.58% | |
| Wellington Emerging Markets Debt | 10.11% | 9.47% | PIMCO Emerging Markets | 17.50% | 16.79% | |
| Standish Mellon Emerging Markets Debt | 9.73% | 9.30% | Morgan Stanley Emerging Markets Debt Strat. | 17.26% | 16.05% | |
| Europe Stock Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| Pictet Small-cap European Core Comp. | 38.65% | 37.52% | Pictet Small-cap European Core Comp. | 36.78% | 35.54% | |
| BlackRock European Specialist Equity | 37.48% | 36.64% | Acadian Europe Ex-U.K. Equity | 34.42% | 33.45% | |
| TT Int'l Inv. Mgmt. European Long Only | 36.83% | 36.17% | BlackRock European Specialist Equity | 33.98% | 33.10% | |
| Nordea European Focus Equity | 35.10% | 34.13% | Wellington European Smaller Companies | 33.16% | 31.97% | |
| Acadian Europe Ex-U.K. Equity | 35.05% | 34.10% | TT Int'l Inv. Mgmt. European Long Only | 30.90% | 30.06% | |
| Nordea European Equities | 33.31% | 32.34% | Brandes European Equity | 30.49% | 29.32% | |
| Clay Finlay Continental European Equity | 32.47% | 31.41% | Burgundy European Equity | 28.72% | 27.52% | |
| GAM USA European Equity Hedge | 32.39% | n/a | Principal Global European Equities | 28.71% | 27.98% | |
| Newton Capital Mgmt. Pan-European Equity | 31.45% | 30.45% | Lazard Contintental Europe Equity | 28.54% | n/a | |
| Principal Global European Equities | 30.38% | 29.65% | New Star Institutional European Equity | 27.23% | 26.23% | |
| Foreign Large-Cap Blend Stock Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| EARNEST Int'l Equity | 46.58% | 46.32% | Locke Capital Mgmt. Int'l ex-U.S. | 34.45% | 33.94% | |
| NB Int'l Equity | 37.77% | 35.94% | Pictet EAFE Equity | 33.28% | 29.82% | |
| Prudential Retirement Int'l Blend (TBC) | 37.06% | 35.87% | Acadian Int'l All Cap | 31.77% | 28.11% | |
| Henderson Global EAFE All Cap | 36.70% | 36.42% | Evergreen Tattersall Int'l CEF | 31.65% | 30.79% | |
| Locke Capital Mgmt. Int'l ex-U.S. | 36.43% | 35.80% | EARNEST Int'l Equity | 31.12% | 31.07% | |
| GEAM Int'l Equity | 35.93% | 35.04% | Voyageur Int'l | 30.55% | 29.36% | |
| Thomas White Int'l Int'l Equity | 35.10% | 33.82% | Thomas White Int'l Int'l Equity | 29.20% | 27.95% | |
| Pictet EAFE Equity | 34.94% | 34.05% | NB Int'l Equity | 28.32% | 7.83% | |
| Fisher All Foreign Equity | 33.94% | 33.39% | GlobeFlex Int'l All Cap | 28.31% | 27.36% | |
| Lord Abbett & Co. Int'l Core Equity SMA | 33.50% | 29.66% | NB Int'l Equity | 27.76% | 25.22% | |
| Foreign Large-Cap Growth Stock Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| Driehaus Int'l | 49.36% | 47.27% | Driehaus Int'l | 34.34% | 31.98% | |
| Davis Int'l Product | 48.93% | 47.83% | NACM Int'l All-cap Growth | 31.04% | 29.95% | |
| Marvin & Palmer Non-U.S. Equity | 47.95% | 46.94% | McKinley Capital Mgmt. Int'l Growth | 28.75% | 28.33% | |
| NACM Int'l All-cap Growth | 44.14% | 43.50% | William Blair Int'l Growth | 27.16% | 26.08% | |
| Harding, Loevner Mgmt. Conc. Int'l Equity | 41.32% | 39.92% | Harding, Loevner Mgmt. Concentrated Int'l Equity | 26.12% | 24.86% | |
| Alliance Int'l Research Growth All Country | 39.18% | 38.10% | Morgan Stanley Int'l Growth | 26.08% | 24.57% | |
| Allegiant Asset Int'l Equity | 38.87% | 37.90% | Gabelli Asset Mgmt. Int'l Growth | 25.97% | n/a | |
| Fisher All Foreign Equity Growth | 38.57% | 37.63% | Baring Active/Passive Alpha Tilt | 25.39% | 25.39% | |
| NACM Int'l Growth | 38.01% | 37.50% | MFS Int'l Growth Equity | 25.30% | n/a | |
| Navellier Int'l Growth Inst'l | 35.74% | 35.04% | Alliance Int'l Large Growth All Country | 25.29% | 21.60% | |
| Foreign Large-Cap Value Stock Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| Acadian Non-U.S. Concentrated 130/30 | 37.61% | 33.68% | Acadian All Country World ex-U.S. | 33.29% | 32.19% | |
| Acadian All Country World ex-U.S. | 34.97% | 33.98% | Bernstein Int'l Value Equity - All Country | 30.75% | 30.46% | |
| Prudential Retirement Dryden Int'l Growth | 34.87% | 33.74% | Bernstein Int'l Strategic Value | 29.82% | 28.98% | |
| Acadian All Country World ex-U.S. 130/30 | 33.75% | 30.67% | NACM Int'l Systematic | 29.64% | 28.97% | |
| Financial Trust Asset Mgmt. Int'l Leaders Index | 33.62% | 31.96% | Sky Investment Overseas Equity | 28.91% | 28.47% | |
| Schafer Cullen Int'l High Dividend | 31.99% | 29.83% | AllianceBernstein MA Int'l Value ADR | 28.38% | n/a | |
| Acadian Global 130/30 | 30.65% | 26.02% | Bernstein Int'l Value Equity Composite | 28.21% | 27.16% | |
| Templeton Developed Markets ex-U.S. | 30.21% | 29.75% | LSV Asset Mgmt. Int'l Large-cap Value Equity | 28.03% | 27.10% | |
| Bernstein Int'l Value Equity - All Country | 30.16% | 29.14% | Bernstein Int'l Value | 27.90% | 27.17% | |
| Templeton Non-U.S. Equity | 29.63% | 29.17% | Acadian Non-U.S. Equity | 27.65% | 26.83% | |
| Foreign Small/Midcap Growth Stock Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| Driehaus Int'l Opportunities | 66.68% | 65.14% | Driehaus Int'l Opportunities | 40.61% | 40.25% | |
| American Century Int'l Small Cap | 49.95% | 48.30% | American Century Int'l Small Cap | 38.92% | 37.18% | |
| NACM Int'l Small-cap growth | 47.76% | 46.76% | NACM Int'l Small-cap Growth | 38.44% | 37.35% | |
| American Century Int'l Small/Midcap | 46.90% | 45.14% | GlobeFlex Int'l Small Cap | 34.87% | 33.82% | |
| Winslow Asset Mgmt. Green Solutions | 45.86% | 45.40% | Evergreen Int'l Small-cap Equity | 34.45% | 33.15% | |
| Federated Non-U.S. Small Company Equity | 42.71% | 40.93% | AIG Int'l Small-cap Equity Strategy | 34.35% | n/a | |
| Pinnacle Int'l Small-cap Equity | 39.91% | 38.35% | The Boston Int'l Small-cap Equity | 33.23% | 31.94% | |
| Acadian Non-U.S. Small-cap Long/Short | 39.65% | 36.47% | RCM Int'l Small-cap Equity | 32.73% | 31.63% | |
| Victory Int'l Small Cap | 38.81% | 37.52% | American Century Int'l Small/midcap | 32.71% | 30.88% | |
| Wasatch Int'l Growth | 36.34% | 34.87% | Federated Non-U.S. Small Company Equity | 31.91% | 30.26% | |
| Foreign Small/Midcap Value Stock Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| Pictet Asset Mgmt. Eastern European Equity | 49.27% | 48.19% | Pictet Asset Mgmt. Eastern European Equity | 46.67% | 45.16% | |
| Acadian Int'l Small Cap | 39.93% | 38.91% | Acadian Int'l Small Cap | 38.25% | 33.62% | |
| Pyramis Select Int'l Small Cap | 38.87% | 37.77% | LSV Asset Mgmt. Int'l Small-cap Value Equity | 38.12% | 36.81% | |
| Epoch Int'l Small Cap | 37.07% | 35.59% | GMO Int'l Small Company Strat. | 33.43% | 32.46% | |
| LSV Asset Mgmt. Int'l Small-cap Value Equity | 34.15% | 32.83% | Pyramis Select Int'l Small Cap | 32.34% | 31.28% | |
| Lazard Global Small-cap Equity | 32.14% | 31.06% | Capital Guardian Trust Non-U.S. Small Cap | 32.10% | 30.75% | |
| ClariVest Int'l Small | 31.06% | 30.04% | Pictet Int'l Smaller Companies | 31.55% | 30.33% | |
| GMO Int'l Small Company Strat. | 30.75% | 29.79% | GMO Int'l Active Foreign Small Companies | 31.16% | 30.08% | |
| GMO Int'l Active Foreign Small Companies | 30.55% | 29.49% | Brandes Int'l Midcap Equity | 27.87% | 26.43% | |
| WisdomTree Int'l Small-cap Dividend | 29.21% | n/a | Lazard Global Small-cap Equity | 26.29% | 25.29% | |
| High Yield Bond Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| Advisor's Distressed Taxable | 20.48% | 18.93% | DCM High Yield | 24.65% | 24.07% | |
| MFC Global High Yield | 15.93% | 15.11% | AllianceBernstein U.S. High Yield | 20.05% | 10.49% | |
| Pioneer High Yield Fixed Income | 14.99% | 13.48% | DDJ Capital Mgmt. DDJ U.S. High Yield Comp I | 17.06% | 16.32% | |
| Advisor's Aggressive Taxable Discipline | 13.38% | 12.14% | MFC Global High Yield | 16.85% | 16.11% | |
| DCM High Yield | 11.00% | 10.46% | PENN Capital Mgmt. Opportunistic High-Yield FI | 16.74% | 16.01% | |
| Reams Asset Mgmt. High Yield Fixed Income | 10.98% | 10.78% | Post Advisory High Yield Plus | 16.25% | n/a | |
| Prudential Retirement High Yield Bond (C-S) | 10.70% | 10.30% | Loomis Sayles High Yield Full Discretion | 16.05% | 15.59% | |
| Calamos High Yield Strategy | 10.50% | 9.69% | Franklin Templeton U.S. High Yield FI | 15.11% | 14.34% | |
| Pioneer Global High Yield | 10.28% | 8.68% | Delaware High Yield Fixed Income | 15.11% | 14.40% | |
| Seix High Yield Plus Bond Mgmt. | 10.04% | 9.78% | Pioneer High Yield Fixed Income | 14.51% | 13.02% | |
| Inflation-Protected Bond Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| Wellington Diversified Inflation Hedges | 37.90% | 36.78% | BlackRock TIPS | 5.73% | n/a | |
| Wellington TIPS Tax-Exempt Composite | 5.46% | 5.21% | Western Asset Mgmt. U.S. TIPS Full Disc. | 5.71% | 5.39% | |
| Hartford Inv. Mgmt. Inflation Plus | 5.40% | 5.18% | Wellington TIPS Tax-Exempt Composite | 5.47% | 5.22% | |
| BlackRock TIPS | 5.40% | 5.24% | Northern Trust TIPS | 5.47% | 5.46% | |
| Richmond Capital TIPS 1-10 Yr | 5.30% | 5.18% | Weaver C. Barksdale U.S. Gov't TIPS | 5.46% | 5.40% | |
| Northern Trust TIPS | 5.07% | 5.05% | Standish Mellon TIPS | 5.41% | 5.36% | |
| Standish Mellon TIPS | 4.97% | 4.92% | SSgA Passive TIPS | 5.33% | 5.32% | |
| SSgA Passive TIPS | 4.93% | 4.91% | American Century Inflation-Adjusted Bond | 5.32% | 4.76% | |
| Western Asset Mgmt. U.S. TIPS Full Disc | 4.92% | 4.64% | Income Research & Mgmt. TIPS | 4.80% | n/a | |
| American Century Inflation-Adjusted Bond | 4.78% | 4.20% | ||||
| Intermediate-Duration Government Bond Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| Prudential Retirement Gov't Securities (BSAM) | 7.86% | 7.63% | Fort Washington Active Core Fixed-Income | 4.74% | 4.61% | |
| Northern Trust Intermediate Gov't | 6.09% | 6.09% | TCW Total Return MBS | 4.42% | 4.05% | |
| Shay Intermediate Bond | 6.00% | 5.47% | TCW Index-Plus MBS | 4.31% | 4.03% | |
| M.D. Sass Services 3-Year FI | 5.86% | 5.45% | Northern Trust Gov't/Credit Index | 4.23% | n/a | |
| Northern Trust Gov't Index | 5.84% | 5.84% | Fort Washington Core Fixed Income | 4.19% | n/a | |
| Hillswick Intermediate Gov't/Corp. | 5.82% | 5.28% | Morgan Stanley Mortgage | 4.15% | n/a | |
| Logan Capital Mgmt. Intermediate Gov't Agency | 5.81% | 5.29% | Seix Mortgage-Backed Security | 4.15% | 3.74% | |
| Northern Trust Intermediate Gov't/Credit | 5.70% | n/a | Shay Intermediate Bond | 4.06% | 3.61% | |
| BNY Intermediate Gov't | 5.66% | 5.37% | Utendahl Capital Mortgage-Backed Securities | 4.02% | 3.91% | |
| BNY Core FI-Intermediate Gov't/Corp. Index | 5.58% | 5.50% | BNY Core FI-Intermediate Gov't/Corp. Index | 4.02% | 3.95% | |
| Intermediate-Term Bond Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| Washington Capital Mgmt. Intermediate Fixed Income | 9.58% | 9.33% | Prudential Retirement Core Bond (BSAM) | 13.73% | 13.63% | |
| Prudential Retirement Priv. Place Fund | 8.03% | 7.82% | Pioneer Core Plus | 10.87% | 9.46% | |
| Prudential Retirement America Fund | 7.95% | 5.19% | Brandes Corporate Focus Fixed Income | 9.57% | 9.16% | |
| Prudential Retirement Gov't Securities (BSAM) | 7.86% | 7.63% | Loomis Sayles Core-Plus Full Discretion | 8.92% | 8.66% | |
| Halbis Core-Plus Fixed Income | 7.77% | n/a | Brandes Core-Plus Fixed Income Portfolio | 7.76% | 7.38% | |
| Principal Global Spectrum Preferred Securities | 7.75% | 0.37% | Delaware Corporate Bond Fixed Income | 7.69% | 7.20% | |
| Atlantic High U.S. Grade Core | 7.52% | 7.13% | TCW Opportunistic Core Plus | 7.42% | 7.00% | |
| Prudential Retirement High Grade Bond (BSAM) | 7.45% | 7.15% | Loomis Sayles Multisector Total Return | 7.26% | 6.92% | |
| Pioneer Core-Plus | 7.32% | 5.93% | Pyramis Core Plus | 6.92% | 6.66% | |
| Loomis Sayles Core-Plus Full Discretion | 7.21% | 6.92% | Metropolitan West AM Total Return Fixed Income | 6.71% | 6.46% | |
| Japan Stock Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| BlackRock Pacific Basin Equity | 24.19% | 23.59% | Acadian Japanese Equity | 21.78% | 21.18% | |
| Acadian Japanese Equity | 14.96% | 14.38% | BlackRock Pacific Basin Equity | 21.51% | 4.52% | |
| Nikko AM Japan Value | 11.75% | n/a | Nikko AM Japan Value | 20.15% | n/a | |
| Nikko AM Japan Core | 9.84% | n/a | Principal Global Japanese Equity | 18.33% | 17.67% | |
| Alliance Japan Growth Equity | 9.34% | 8.66% | Nikko AM Japan Core | 17.77% | n/a | |
| Principal Global Japanese Equity | 8.33% | 7.75% | Daiwa SB Structured Fundamental Japan | 17.28% | 16.63% | |
| Nikko AM Japan Growth | 8.04% | n/a | Nikko AM Japan Growth | 17.19% | n/a | |
| Wellington Japan Equity | 7.36% | 6.48% | Clay Finlay Japan Equity | 16.77% | 14.26% | |
| Clay Finlay Japan Equity | 6.48% | 5.60% | GAM London GAM Japan Equity Strat. | 16.19% | 14.59% | |
| Daiwa SB Structured Fundamental Japan | 6.22% | 5.73% | Alliance Japan Growth Equity | 15.90% | 15.19% | |
| Large-Cap Blend Stock Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| MFC Global Large-cap Equity | 39.81% | 38.51% | Scharf Investments All-cap Core | 29.61% | 15.23% | |
| A.R. Schmeidler Large-cap Equity | 39.20% | 38.36% | A.R. Schmeidler Large-cap Equity | 25.03% | n/a | |
| Pyramis Large-cap Core 130/30 | 34.50% | 34.50% | Janus Institutional Opportunistic Alpha | 24.73% | 24.00% | |
| Janus Institutional Opportunistic Alpha | 33.78% | 33.04% | Evergreen MWCM Large-cap Intrinsic Value Equity | 23.82% | 23.24% | |
| DG Capital Opportunistic Growth | 31.84% | -31.68% | ICC Multicap Equity | 23.63% | 22.87% | |
| Tradition Cap. Mgmt. Large-Cap Growth Equity | 29.82% | 28.50% | Guardian Capital Premium Growth Equity | 23.04% | 22.46% | |
| Guardian Capital Premium Growth Equity | 28.97% | 28.36% | John Hsu Capital U.S. Equity | 22.39% | 21.94% | |
| Wellington Focused Equity | 28.65% | 27.82% | Markston Int'l S&P 500 Active | 22.38% | 21.70% | |
| ICC Multicap Equity | 28.65% | 27.63% | Markston Int'l All Cap | 22.34% | 20.68% | |
| Pyramis Large-cap Core | 28.01% | 27.69% | Global Capital Mgmt All-cap Equity Core | 22.17% | n/a | |
| Large-Cap Growth Stock Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| Husic Large-cap Growth | 42.40% | 41.20% | McComsey Earnings Revision Growth | 26.98% | 24.53% | |
| Janus Forty MA (LCG Retail) | 41.67% | 37.53% | Frost National Bank Core Growth Comp. | 25.61% | n/a | |
| Janus Institutional Diversified Growth | 41.63% | 40.68% | Locke Capital Mgmt. U.S. Equity | 24.40% | 23.86% | |
| Fred Alger All-cap Growth Equity | 40.67% | 39.75% | Husic Large-cap Growth | 24.39% | 23.38% | |
| Fred Alger Socially Responsible Growth | 38.71% | 37.84% | Transamerica Concentrated All-cap Growth | 24.19% | 23.16% | |
| Munder Capital Mgmt. Multicap Growth | 38.23% | 37.35% | Pengra Concentrated Theme Equity | 22.97% | n/a | |
| Insight Large-cap Growth | 36.66% | 35.78% | Sit Investment Concentrated Growth | 21.56% | 20.68% | |
| Sit Investment Concentrated Growth | 36.11% | 35.16% | New Century Growth Program | 21.44% | 20.32% | |
| Clear Asset Mgmt. Large-cap Growth Portfolio | 33.65% | 31.05% | RiverPoint Capital Mgmt. Growth Opportunity | 21.05% | 19.47% | |
| Frantzen Focused Large-cap Growth | 33.61% | 31.40% | Turner Inv. Concentrated Growth Equity | 21.03% | 19.97% | |
| Large-Cap Value Stock Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| Schafer Cullen Multicap Value Equity | 29.50% | 28.87% | ValueWorks 125/25 Hedged | 39.60% | 35.03% | |
| ValueWorks 125/25 Hedged | 25.49% | 18.97% | Franklin Portfolio (FTPA) LCV-Yield Foc. | 27.45% | 24.56% | |
| Weaver C. Barksdale Large Russell 200 | 25.47% | 24.84% | Gabelli Asset Mgmt. Large-cap Value | 26.41% | n/a | |
| MFS Large-cap Value Equity | 24.50% | 23.74% | Schneider Capital Mgmt. Large-cap Value | 25.68% | 24.07% | |
| NB Large-cap Value SMA | 23.11% | n/a | RiverSource Opportunity Value | 24.25% | 22.97% | |
| OFI Private Large-cap Value | 22.92% | 19.25% | Glickenhaus Equity | 24.09% | 22.80% | |
| U.S. Trust Value Equity | 22.70% | 21.92% | The Boston Dynamic Equity Mgmt. | 23.83% | 22.86% | |
| CornerCap Quantitative Large/Mid | 22.63% | 22.15% | Diamond Hill Large Cap Equity | 23.52% | 22.56% | |
| RiverSource Opportunity Value | 22.41% | 21.27% | Diamond Hill Select Equity | 23.40% | 22.43% | |
| Logic Capital Mgmt. Large Cap | 22.13% | 17.34% | NWQ Special Equity | 23.03% | 22.16% | |
| Leveraged Net Long Stock Funds | ||||||
| ONE-YEAR RETURNS | Gross return | |||||
| Analytic Core Equity Plus (Russell 1000) | 22.48% | |||||
| MFS Blended Research 130/30 - U.S. Core Equity | 18.94% | |||||
| Martingale Enhanced Alpha (130/30) Large Core500 | 18.58% | |||||
| Stux Capital Long Plus | 17.17% | |||||
| OFII 120/20 Large-cap Core | 16.97% | |||||
| Martingale Enhanced Alpha (130/30) Large Core | 16.54% | |||||
| AJO Top Cap | 16.36% | |||||
| ING 130/30 | 15.76% | |||||
| AJO Matched Cap | 15.23% | |||||
| Numeric Investors Amplified Core 130/30 | 14.76% | |||||
| Long-Term Bond Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| Loomis Sayles Multisector Full Discr. | 9.10% | 8.74% | Prudential Retirement Corp. Bond (BSAM) | 14.01% | 13.94% | |
| Independence Capital Mgmt. Intermediate-term FI | 6.40% | 6.00% | Loomis Sayles Multisector Full Disc. | 13.07% | 12.70% | |
| STW Fixed Income Mgmt. Long Duration | 5.85% | 5.59% | Delaware Extended Duration Fixed Income | 9.20% | 8.61% | |
| Reams Asset Mgmt. Long Duration Fixed Income | 5.72% | 5.48% | Goldman Sachs U.S. Long Duration Fixed Income | 7.28% | 6.96% | |
| BNY Index Aggregate | 5.31% | 5.23% | STW Fixed Income Mgmt. Long Duration | 7.26% | 7.00% | |
| Morgan Stanley Enhanced Cash | 5.23% | 5.11% | PIMCO L/T Bond Full Authority | 6.39% | 6.13% | |
| PIMCO L/T Bond Full Authority | 5.22% | 5.00% | NISA Inv. Long Duration Consolidated | 6.34% | 2.36% | |
| Victory Inst'l Core Fixed Income | 5.13% | 4.83% | Transamerica Long Duration | 6.33% | 5.95% | |
| National Investment Services NIS Aggregate Core-Plus FI | 5.09% | 4.72% | Reams Asset Mgmt. Long Duration Fixed Income | 6.31% | 6.05% | |
| BNY Core Aggregate | 5.02% | 4.65% | PIMCO Long Duration | 6.04% | 4.29% | |
| Market Neutral Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| Salus Market Neutral Equitized | 21.34% | 11.24% | INVESCO Market Neutral (Equity) | 18.83% | n/a | |
| Fuller & Thaler Market Neutral | 20.29% | 17.77% | Salus Market Neutral Equitized | 17.66% | 13.51% | |
| INVESCO Market Neutral (Equity) | 16.41% | 16.10% | Franklin Portfolio Market Neutral Equitized | 15.41% | 14.30% | |
| Pyramis Select Market Neutral | 14.82% | 14.01% | Fuller & Thaler Market Neutral | 10.47% | 8.35% | |
| Zacks Market Neutral | 12.17% | 12.17% | Zacks Market Neutral | 7.06% | n/a | |
| Franklin Portfolio Market Neutral Equitized | 10.09% | 9.02% | The Boston Market Neutral | 7.05% | 6.00% | |
| Analytic U.S. Market Neutral High Volatility | 10.06% | 9.41% | Salus Market Neutral | 5.13% | 4.12% | |
| Salus Market Neutral | 9.23% | 1.92% | Analytic U.S. Market Neutral II | 4.97% | 3.12% | |
| Analytic U.S. Market Neutral Moderate Volatility | 8.33% | 7.28% | First Quadrant European Market Neutral Eq. | 4.81% | 4.07% | |
| Martingale Equity Market Neutral | 7.02% | 5.97% | Analytic U.S. Market Neutral | 4.62% | 3.80% | |
| Midcap Blend Stock Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| Harman Inv. Core Equity Comp. | 56.76% | 55.74% | Rehmann Financial Alpha Quant Portfolio | 26.77% | 24.09% | |
| Wellington All-Cap Opportunities | 40.85% | 39.82% | The Boston Midcap Opportunistic Equity | 26.43% | 25.33% | |
| Ativo Midcap | 35.48% | 33.64% | RS Partners/Small-cap value | 25.42% | 23.74% | |
| Wellington Select Capital Appreciation | 35.02% | 33.41% | Advisory Research Small/Midcap Value | 25.09% | 23.97% | |
| Wellington Midcap Opportunities | 29.99% | 29.07% | Steinberg Asset Mgmt. All-cap Value Equity | 25.09% | 24.43% | |
| Gabelli Asset Mgmt. Value | 29.31% | 28.81% | Trend Dynamics TD MultiCap Portfolio | 24.90% | n/a | |
| Fiduciary Asset Mgmt. Smidcap Core Equity | 29.02% | 27.90% | Fisher Midcap Value | 24.88% | 24.02% | |
| WHV Midcap Equity | 28.96% | 27.68% | High Pointe Capital Mgmt. Small-cap Equity | 24.36% | 23.38% | |
| Steinberg Asset Mgmt. Midcap Value Equity | 28.77% | 27.94% | Fisher Small/Midcap Value | 24.28% | 23.42% | |
| Pinnacle All-cap Equity | 28.63% | 27.41% | EARNEST Midcap | 23.98% | 22.37% | |
| Midcap Growth Stock Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| Insight All-cap Growth | 65.11% | 62.62% | Husic Concentrated Growth | 32.95% | 29.87% | |
| Driehaus Midcap Growth | 60.96% | 59.91% | Avenir Value Core Equity | 30.41% | 29.47% | |
| Insight Midcap Growth | 56.26% | 54.12% | Driehaus Midcap Recovery Growth | 29.55% | 28.63% | |
| American Century Midcap Core Growth | 54.79% | 53.22% | Munder Capital Mgmt. Internet-Related Growth | 26.95% | 25.71% | |
| Driehaus Midcap Recovery Growth | 47.94% | 46.75% | Driehaus Midcap Growth | 26.26% | 24.96% | |
| American Century Midcap Growth | 46.96% | 45.66% | Rainier Small/Midcap Equity | 26.13% | 25.14% | |
| Essex Inv. Mgmt. Growth Equity | 45.48% | 44.15% | TCW Growth Equities | 26.09% | 25.05% | |
| Insight Capital Research & Mgmt. Tax Adv. Growth | 45.30% | 43.74% | Husic Classic Growth Equity | 26.08% | 24.80% | |
| Fred Alger Midcap Growth Equity | 44.27% | 43.21% | Frontier Capital Appreciation | 25.69% | 24.89% | |
| Oberweis Smidcap Growth | 41.75% | 41.05% | Fred Alger Smidcap growth | 25.18% | 24.04% | |
| Midcap Value Stock Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| Iridian Private Business Value Midcap | 31.31% | 26.63% | Trapeze Long-Only Equity | 50.18% | n/a | |
| Trapeze Long-Only Equity | 30.91% | 30.91% | Trapeze Long/Short Equity | 42.55% | 42.54% | |
| Morgan Stanley U.S. Small/Midcap Value | 27.74% | 25.54% | Tradewinds Small/Midcap Value Equity | 32.47% | 31.38% | |
| Texas First Large-cap Value | 26.44% | n/a | Schneider Capital Mgmt. Midcap Value | 28.86% | 28.11% | |
| Tradewinds Small/Midcap Value Equity | 25.55% | 24.53% | Donald Smith & Co. Large-Cap Concentrated Value Equity | 27.43% | 26.73% | |
| Wellington Midcap Value | 24.31% | 23.59% | Moody Aldrich Focused Value | 27.07% | 26.34% | |
| Morgan Stanley U.S. Midcap Value | 24.30% | 23.26% | RiverSource Midcap Value | 26.36% | 24.91% | |
| Dalton Greiner Hartman Maher UltraValue | 24.16% | 22.99% | 6th Avenue Small-Midcap Value Equity | 25.88% | 24.37% | |
| RiverSource Midcap Value | 24.10% | 22.77% | Schneider Capital Mgmt. Value Equity | 24.50% | 23.98% | |
| Trusco Midcap Value | 23.72% | 22.83% | Texas First All-cap Value | 24.28% | n/a | |
| Moderate Allocation Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| A.R. Schmeidler Balanced Accounts | 28.99% | 28.02% | Guardian Capital Domestic Balanced | 23.25% | 22.82% | |
| WHV Large-cap Core Balanced | 26.07% | 24.88% | A.R. Schmeidler Balanced Accounts | 18.66% | n/a | |
| Guardian Capital Domestic Balanced | 25.76% | 25.32% | The Golub Core Balanced | 17.71% | 16.72% | |
| Harding, Loevner Mgmt. Multiasset Global | 22.42% | 21.39% | Harding, Loevner Mgmt. Multiasset Global | 17.31% | 16.23% | |
| Pinnacle Balanced Account | 22.36% | 21.48% | Pinnacle Balanced Account | 17.19% | 16.40% | |
| Atalanta Sosnoff Balanced | 19.20% | 18.40% | Evergreen MWCM Value Balanced | 17.07% | 16.20% | |
| Bartlett & Co. Institutional Balanced | 19.06% | 18.40% | Green Inv. Mgmt. Opp. Balanced Growth | 16.74% | n/a | |
| Dorsey Wright Sys. Relative Strength Cons. | 18.11% | 16.26% | Mellon Capital Mgmt. Tactical Asset Allocation | 15.78% | 15.47% | |
| Montag & Caldwell Balanced | 17.84% | 17.37% | Western Asset Mgmt. U.S. Index Plus | 15.74% | 15.39% | |
| Calamos Growth and Income Strategy | 17.62% | 16.87% | NWQ Special Balanced | 15.40% | 14.79% | |
| Multisector Bond Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| Pension Mgmt. Co. Fixed Income | 8.44% | 6.77% | Pension Mgmt. Co. Fixed Income | 12.86% | 11.19% | |
| Prudential Retirement Inv. Grade Corporate Bond BSAM | 7.45% | 7.14% | Putnam Multistrategy FI | 10.17% | 9.24% | |
| Julius Baer Total Return Bond | 7.19% | 6.57% | GW Capital Medium-grade Bond | 8.48% | 8.05% | |
| Capital Guardian U.S. Core-Plus Fixed Income | 7.17% | 6.83% | Stone Harbor Enhanced Core Fixed Income | 7.82% | 7.09% | |
| PanAgora Asset Mgmt. Fixed Income Long-Short | 6.94% | 5.89% | Caywood-Scholl Hybrid Fixed Income | 7.56% | 7.32% | |
| Caywood-Scholl Hybrid Fixed Income | 6.89% | 6.68% | Transamerica Core-Plus Fixed Income | 7.41% | 6.98% | |
| GW Capital Medium-grade Bond | 6.57% | 6.15% | Fifth Third Asset Mgmt. Strategic Income Plus | 7.33% | 6.85% | |
| Putnam Multistrategy FI | 6.42% | 3.42% | DCM Core-Plus Fixed Income | 7.06% | 6.62% | |
| Dolan McEniry Fixed Income Composite | 6.42% | 6.10% | Julius Baer Total Return Bond | 6.99% | 6.06% | |
| DCM Core-Plus Fixed Income | 6.10% | 5.72% | Taplin, Canida & Habacht Core-Plus FI | 6.82% | n/a | |
| Pacific/Asia ex-Japan Stock Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | ||||
| Oberweis China Opportunities | 101.25% | 99.10% | ||||
| GAM London GAM Asian Equity Strat. | 81.42% | 78.70% | ||||
| GAM USA Asia Equity Hedge | 80.85% | 78.12% | ||||
| SGAM Asia ex-Japan | 74.09% | 55.92% | ||||
| SGAM Pacific Basin ex-Japan | 73.68% | 69.55% | ||||
| Morgan Stanley Asian Equity ex-Japan | 68.82% | 66.77% | ||||
| Principal Global Asian Equity ex-Japan | 66.53% | 65.52% | ||||
| Clay Finlay Pacific Basin ex-Japan | 51.00% | 49.82% | ||||
| Clay Finlay Asia Pacific ex-Japan Equity | 50.72% | 49.51% | ||||
| Wellington Asia ex-Japan | 48.96% | 47.93% | ||||
| Short-Term Government Bond Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| RNC Genter Short-Term U.S. Gov't | 6.35% | 5.98% | TCW Mortgage-Backed Securities | 4.37% | 4.03% | |
| Eagle Gov't Securities | 6.09% | 5.77% | Victory Inst'l Mortgage Backed Securities | 4.32% | n/a | |
| Fifth Third Asset Mgmt. 1-3 Year Gov't LAM | 5.89% | 5.67% | BlackRock Mortgage | 4.29% | 1.00% | |
| BNY ML 1-5 Year Gov't/Credit | 5.82% | 5.61% | Shay U.S. Gov't | 3.82% | 3.53% | |
| M&I Short-Term Income | 5.80% | 5.29% | M&I Short-term Income | 3.55% | 3.05% | |
| M.D. Sass Services 2-Year FI | 5.79% | 5.37% | M.D. Sass Services 2-Year FI | 3.47% | 3.11% | |
| Davis Hamilton Jackson Fixed-Income Short Duration | 5.79% | 5.49% | Fifth Third Asst Mgmt. Intermediate Gov't | 3.44% | 3.11% | |
| Amalgamated Bank Low Duration | 5.77% | 5.53% | Shay Short U.S. Gov't | 3.39% | 3.09% | |
| McDonnell Inv. Mgmt. 1-3 Year Gov't | 5.62% | 5.24% | AllianceBernstein U.S. Low Duration | 3.36% | 2.96% | |
| Fifth Third Asset Mgmt. Intermediate Gov't | 5.49% | 5.20% | Shay Intermediate Mortgage | 3.32% | 3.03% | |
| Short-Term Bond Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| Sit Investment Short Duration Strat. | 6.60% | 6.19% | Brandes Intermediate Fixed Income Portfolio | 6.96% | 6.58% | |
| Longfellow Short Duration Fixed Income | 6.43% | 6.09% | Goodwin Low Duration Core-Plus Fixed Inc | 6.38% | 5.45% | |
| PIMCO Moderate Duration Core | 6.39% | 6.17% | Metropolitan West AM Intermediate Fixed Income | 5.42% | 5.13% | |
| PIMCO Low Duration Core-Plus Full Auth. | 6.35% | 5.85% | Metropolitan West AM Low Duration Fixed Income | 4.68% | 4.38% | |
| MacKay Shields S/T Fixed Income | 6.23% | 5.84% | Taplin, Canida & Habacht Intermediate Fixed Income | 4.67% | 4.51% | |
| AllianceBernstein U.S. Short Duration | 6.23% | 5.89% | Loomis Sayles Intermediate Total Return | 4.57% | 4.34% | |
| Reams Asset Mgmt. Intermediate Fixed Income | 6.22% | 5.99% | PIMCO Mortgage Limited Authority | 4.54% | 4.38% | |
| Minton Inv. Mgmt. Intermediate Reserve | 6.20% | 5.88% | Westport Res. Mgmt. Fixed Income Strat. | 4.51% | 3.97% | |
| Reams Asset Mgmt. Low Duration Fixed Income | 6.20% | 5.82% | Highland Cap Mgmt. Fixed Non-Taxable Intermediate Bond | 4.37% | n/a | |
| Chandler 1- to 10-Year Gov't | 6.16% | 5.95% | Capital Guardian U.S. Investment Grade FI Core | 4.37% | 4.05% | |
| Small-Cap Blend Stock Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| Driehaus Small-cap Recovery Growth | 45.52% | 44.25% | Driehaus Small-cap Recovery Growth | 30.79% | 29.63% | |
| Bares Capital Mgmt. Microcap Equity | 37.70% | 35.97% | The Boston Smidcap Opportunistic Value | 27.84% | 26.62% | |
| MFC Global U.S. Small-cap Opportunity | 35.08% | 33.82% | Ativo Small Dynamic Portfolio | 27.63% | 25.00% | |
| Eaton Vance Small-cap Core Equity | 32.08% | 30.79% | The Boston Small-cap Opportunity | 27.39% | 26.16% | |
| Davidson Inv. Small/Midcap | 28.49% | 27.91% | Lord Abbett & Co. Microcap Value | 26.88% | 25.21% | |
| Kennedy Small-cap Growth | 27.62% | 26.37% | Perritt Capital Mgmt. Smaller Company | 26.80% | 26.80% | |
| J&W Seligman Small-cap Value | 27.60% | 26.52% | MFC Global U.S. Small-cap Opportunity | 26.46% | 25.28% | |
| Emerald Small-cap Core | 26.98% | 26.98% | Emerald Small-cap Core | 26.23% | 26.02% | |
| Steinberg Asset Mgmt. Small-cap Value | 26.55% | 25.41% | David J. Greene Smidcap Value | 25.80% | 24.59% | |
| David J. Greene Smidcap Value | 26.49% | 25.29% | Davidson Inv. Small/Midcap | 25.56% | 25.01% | |
| Small-Cap Growth Stock Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| Insight Institutional Small-cap Growth | 56.44% | 55.36% | Driehaus Microcap Growth | 36.02% | 35.47% | |
| Driehaus Small-cap Growth | 53.75% | 52.69% | Insight Institutional Small-cap Growth | 33.24% | 32.30% | |
| Driehaus Microcap Growth | 52.60% | 50.88% | NorthPointe Microcap Growth | 30.99% | 29.48% | |
| Columbus Circle Small-cap Equity Growth | 52.48% | 21.44% | Cupps Capital Small-cap Growth | 30.02% | 27.04% | |
| Lord Abbett & Co.Small-cap Growth | 46.42% | 45.01% | Oberweis Microcap Growth | 29.23% | 28.15% | |
| Cupps Capital Small-cap Growth | 45.77% | 43.21% | NorthPointe Focused Small-cap Growth | 28.92% | 27.78% | |
| Lord Abbett & Co. Microcap Growth | 44.46% | 42.38% | Oberweis Concentrated Smidcap Growth | 28.44% | 27.26% | |
| Husic Small-cap Growth Equity | 41.35% | 40.03% | Essex Inv. Mgmt. Small/Microcap Growth | 28.16% | 26.93% | |
| Brazos Small-cap Portfolio | 40.91% | 39.71% | MindShare Capital Mgmt. Small-cap Growth | 27.45% | 25.20% | |
| Gould Small-cap Growth | 40.80% | 39.40% | Prudential Retirement Small Growth/Essex | 27.38% | n/a | |
| Small-Cap Value Stock Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| Transamerica Small Value | 44.93% | 43.56% | GW Capital Small-cap Value | 29.72% | 28.96% | |
| Transamerica Small/Mid Value | 37.04% | 35.72% | ZPR Fundamental Small-cap Value | 29.71% | 27.82% | |
| David J. Greene Small-cap Value | 26.64% | 25.45% | Schneider Capital Mgmt. Small-cap Value | 29.01% | 28.15% | |
| Gabelli Asset Mgmt. Small-cap Val | 24.92% | 24.63% | WCM Inv. Mgmt. Small-cap Value | 28.85% | 27.92% | |
| Fisher Small-cap Value | 23.64% | 22.81% | Forward Uniplan Microcap Portfolio | 27.97% | 26.27% | |
| Prudential Retirement Small-cap/KCF | 23.03% | 22.32% | Donald Smith & Co. Microcap Value Equity | 26.29% | 24.13% | |
| ZPR Fundamental Small-cap Value | 23.00% | 21.24% | David J. Greene Small-cap Value | 25.85% | n/a | |
| GW Capital Small-cap Value | 22.23% | 21.32% | Netols Asset Mgmt. Small-cap Value | 25.69% | 25.06% | |
| Westwood Mgmt. Small-cap Equity | 21.77% | 21.50% | Diamond Hill Small-cap Equity | 25.23% | 24.35% | |
| Burgundy U.S. Small-cap | 21.57% | 20.43% | River Road Small-cap Value Portfolio | 25.20% | 24.27% | |
| Specialty Real Estate Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| Cohen & Steers AsiaPacific Real Estate Securities | 39.14% | 36.87% | Cohen & Steers European Real Estate Securities | 32.42% | 32.17% | |
| Goldman Sachs Global Property Securities | 20.57% | 19.54% | Wellington Real Estate Securities | 27.14% | 26.23% | |
| Cohen & Steers Global Real Estate Securities | 16.05% | 15.51% | Security Capital Focus Select | 26.03% | 24.50% | |
| AEW Global Property Securities | 15.13% | 14.38% | Morgan Stanley U.S Real Estate | 25.93% | 25.19% | |
| Third Avenue Real Estate Value Equity | 9.84% | 8.96% | Cohen & Steers Realty Focus | 25.82% | 24.47% | |
| Advantus Real Estate Securities | 9.07% | 3.90% | AEW Focus REIT Strategy | 25.19% | 24.61% | |
| Urdang REIT Separate Account | 8.42% | 7.87% | KRA REIT Separate Account Composite | 24.64% | 24.21% | |
| Forward Uniplan REIT Portfolio | 8.11% | 5.83% | FAF Real Estate Securities | 24.64% | 23.74% | |
| Delaware Real Estate Investment Trust | 7.98% | 7.20% | Advantus Real Estate Securities | 24.53% | 22.73% | |
| Morgan Stanley U.S Real Estate | 7.71% | 7.14% | Security Capital Growth & Income | 24.50% | 23.79% | |
| Ultrashort Bond Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| Seneca Cash Mgmt. | 6.44% | 6.25% | Lotsoff Capital Mgmt. InterCap-Enhanced Cash | 9.78% | 2.55% | |
| Prudential Retirement Short-term Bond | 6.43% | 6.06% | Federated Active Cash Broad FI Composite | 3.88% | 3.55% | |
| AmSouth Enhanced Cash | 5.52% | 5.27% | Western Asset Mgmt. U.S. Enhanced Cash | 3.51% | 3.30% | |
| Utendahl Capital Cash Mgmt. | 5.49% | 5.36% | Seneca Cash Mgmt. | 3.49% | 3.29% | |
| Smith Graham Cash Mgmt. | 5.46% | 5.31% | Shay Ultra Short | 3.47% | 3.18% | |
| Smith Graham Enhanced Cash | 5.41% | 5.22% | Prudential Retirement Short Term Bond | 3.38% | 3.31% | |
| Chandler Principal Preservation | 5.41% | 5.14% | MacKay Shields Enhanced Money Market | 3.34% | 3.13% | |
| MacKay Shields Enhanced Money Market | 5.40% | 5.19% | Goldman Sachs U.S. Enhanced Cash | 3.24% | 3.04% | |
| Federated Active Cash Broad FI Composite | 5.40% | 4.98% | Chandler Principal Preservation | 3.20% | 2.94% | |
| Shay Ultra Short | 5.32% | 4.98% | ||||
| World Allocation Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| Wellington Real Assets | 31.93% | 30.85% | Guardian Capital Global Balanced | 25.16% | 24.57% | |
| Guardian Capital Global Balanced | 26.93% | 26.34% | Wellington Opportunistic Investment | 22.07% | 20.79% | |
| Wellington Opportunistic Investment | 25.04% | 23.73% | Mesirow Financial Inv. Mgmt. Currency Overlay | 21.52% | 21.46% | |
| AllianceBernstein Global All-Country Blend | 23.85% | 23.85% | FX Concepts Multistrategy Fund | 18.05% | 12.97% | |
| FX Concepts Multistrategy Fund | 23.26% | 18.68% | Capital Guardian Trust Global Balanced | 17.94% | 17.08% | |
| Mesirow Financial Inv. Mgmt. Currency Overlay | 23.18% | 22.89% | Morgan Stanley Global Tactical Asset Allocation | 17.45% | 17.12% | |
| Morgan Stanley Global Tactical Asset Allocation | 22.00% | 21.66% | GMO Global Balanced Allocation Strategy | 15.55% | 15.19% | |
| Capital Guardian Trust Global Balanced | 18.89% | 18.02% | GAM USA Diversity | 11.21% | n/a | |
| Putnam Total Return | 15.12% | 14.25% | Goldman Sachs Global Currency | 5.76% | 4.35% | |
| GMO Global Balanced Allocation Strategy | 14.66% | 14.13% | Standish Mellon Euro Select Credit | 5.45% | 5.06% | |
| World Bond Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| Capital Guardian Global High Yield Fixed Income | 18.71% | 17.71% | GMO Emerging Country Debt Strat. | 21.37% | 20.63% | |
| Franklin Templeton Global Multisector | 18.51% | 16.94% | Capital Guardian Global High Yield Fixed Income | 18.31% | 17.32% | |
| Franklin Templeton Global Bond Plus | 16.59% | 15.22% | Stone Harbor Global High Yield | 14.68% | n/a | |
| RiverSource Currency Alpha Absolute Return | 11.95% | 10.48% | Stone Harbor Global High Yield Comp 70/30 | 14.24% | 13.72% | |
| GMO Emerging Country Debt Strat. | 11.88% | 11.11% | Franklin Templeton Global Bond Plus | 13.87% | 12.67% | |
| Newton Capital Mgmt. Global FI | 11.78% | 11.35% | Brandywine Int'l Opportunistic Fixed Income | 12.87% | 12.27% | |
| AllianceBernstein Global ex-U.S. Plus FI | 11.50% | 10.97% | Western Asset Mgmt. Global Multisector | 12.71% | 12.30% | |
| Capital Guardian Global Plus FI | 11.28% | 10.87% | Brandywine Int'l Fixed Income | 10.45% | 9.84% | |
| Lazard Global Core-Plus FI | 11.19% | 10.40% | Evergreen Int'l Bond | 10.16% | n/a | |
| Rogge Int'l Aggregate Unhedged | 11.08% | 9.42% | Newton Capital Mgmt. Global FI | 10.06% | 8.80% | |
| World Stock Funds | ||||||
| ONE-YEAR RETURNS | Gross return | Net return | FIVE-YEAR RETURNS | Gross return | Net return | |
| John Hsu Capital Global Top-Down Equity | 61.37% | 60.54% | WHV Int'l Equity | 35.21% | 33.90% | |
| WHV Global Equity | 57.72% | 56.21% | Putnam Int'l Small-cap Core Equity | 30.87% | 29.77% | |
| WHV Int'l Equity | 56.19% | 54.70% | Locke Capital Mgmt. Global Equity | 29.92% | 29.44% | |
| Quantitative Advantage All Market | 51.52% | 31.27% | John Hsu Capital Global Top-Down Equity | 29.56% | 28.82% | |
| Ativo Int'l | 49.62% | 48.08% | Wellington Opportunistic Equity | 28.16% | 26.98% | |
| Loomis Sayles Global Growth | 41.96% | 41.61% | Goldman Sachs Int'l Specialty Equity | 28.03% | 26.79% | |
| CALAMOS Int'l Growth Strategy | 41.00% | 39.64% | Marathon Asset Mgmt. Active Int'l Equity | 28.03% | 26.57% | |
| Avera GLO | 39.40% | 38.18% | Tradewinds Int'l Value Equity | 27.93% | 27.06% | |
| Davis Global | 39.01% | 37.97% | ING Clarion Global Real Estate Securities Strat. | 27.73% | 27.20% | |
| Janus Capital Mgmt. Institutional Intl Growth | 38.85% | 37.80% | RCM Global Small-cap Equity | 27.72% | 26.69% | |
| Source: Morningstar Inc. | ||||||
Reproductions and distribution of the above news story are strictly prohibited. To order reprints and/or request permission to use the article in full or partial format please contact our Reprint Sales Manager at (732) 723-0569.
P&I Online Features
Citigroup may move prop traders to hedge funds for Volcker rule
Citigroup Inc. may move a team of proprietary traders into its hedge fund unit, one of at least three options the bank is studying to comply with the Dodd-Frank Act, people briefed on the matter said.
By BloombergFair-value changes loom for alternative funds
Managers of private equity, venture capital and other alternative private investment funds have not completely dodged the fair-value bullet. Under new U.S. and international...
By Arleen JacobiusStark to give investors a break
(updated with correction)Stark Investments LP, in an effort to stabilize the company and stem redemptions, is offering investors reduced fees in exchange for locking up their money for at...
By Christine WilliamsonAdvertisement
