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RSSNovember 16, 2009, 12:01 AM ET
| Top performing managers by category: collective investment trusts | ||||||
| Data are for periods ended Sept. 30, 2009. | ||||||
| US SA Diversified Emerging Markets | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
|---|---|---|---|---|---|---|
| The Boston Emerging Markets Equity CF | 30.55% | 29.11% | Lazard Emerging Markets Group Trust | 21.03% | 20.90% | |
| LSV Emg. Mkts. Val. Eq. Fund LP | 27.82% | 26.61% | City of London Global Emg. Mkts. Fund | 20.51% | 19.07% | |
| Capital Guardian Emg. Markets Eq. S1 | 22.12% | 20.83% | Capital Guardian Emg. Markets Eq. S1 | 20.29% | 19.01% | |
| Genesis Glob. Emg. Mkts. CF | 21.82% | 21.01% | The Boston Emerging Markets Equity CF | 18.64% | 17.37% | |
| Pictet Global Emerging Markets CF | 20.73% | Pyramis Emerging Markets Equity Pool | 17.30% | 15.68% | ||
| BGI MSCI Emg. Mkt. Free Index | 18.71% | 18.31% | Martin Currie Global Emg. Markets | 17.17% | 17.01% | |
| New Star Inst'l Emerging Markets Eq. CF | 18.63% | 17.45% | SSgA Active Emerging Markets CIT | 17.00% | 16.03% | |
| WTRISC Emg. Mkts. Eq. Ind. ETF Fund 96 | 17.89% | 16.78% | BGI MSCI Emg. Mkt. Free Index | 16.97% | 16.86% | |
| SSgA Emerging Markets Index Fund | 17.80% | 17.71% | New Star Inst'l Emerging Markets Eq. CF | 16.28% | 15.18% | |
| Invesco Emerging Market Equity Trust | 17.76% | 16.46% | Pictet Global Emerging Markets CF | 16.26% | ||
| US SA Foreign Large Blend | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| The Boston TBC ACWI ex-U.S. CF | 14.59% | 13.61% | Pictet International Equity Fund LLC | 9.15% | ||
| WTFSC International Core Portfolio | 8.69% | Capital Guardian ACW ex-U.S. Eq. SS DB | 9.06% | 8.17% | ||
| J.P. Morgan EAFE Plus CIT | 7.09% | 6.35% | Mondrian Int'l Equity CF | 7.58% | 7.45% | |
| Capital Guardian ACW ex-U.S. Eq. SS DB | 6.29% | 5.54% | The Boston TBC ACWI ex-U.S. CF | 7.52% | 6.84% | |
| Manning & Napier Non-U.S. Eq. Labor CIT | 5.05% | 5.05% | Pyramis Select International CF | 7.44% | 6.43% | |
| Pictet International Equity Fund LLC | 3.98% | SSgA International Alpha Select CIT | 7.08% | 6.20% | ||
| BGI EAFE Eq. Ind. Fund CF | 3.74% | 3.59% | First State International Equity | 6.88% | 5.93% | |
| Mellon EB Int'l Stock Index Fund | 3.72% | 3.72% | J.P. Morgan EAFE Plus CIT | 6.52% | 5.80% | |
| First State International Equity | 3.10% | 2.23% | BGI EAFE Eq. Ind. Fund CF | 6.46% | 6.32% | |
| BGI Int'l Alpha Tilt CF | 2.71% | 2.17% | Capital Guardian Non-U.S. Equity S4 | 6.41% | 5.48% | |
| US SA Foreign Large Value | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| The Boston Non-U.S. Value CF | 12.86% | 11.99% | Templeton Int'l Foreign CF | 10.43% | 9.81% | |
| Tradewinds International Value Fund | 11.15% | 10.33% | Amalgamated Bank LongView Int'l Eq. | 10.17% | 9.19% | |
| Amalgamated Bank LongView Int'l Eq. | 8.86% | 7.82% | LSV Int'l Lg. Cap Val. Eq. Trust | 7.08% | 6.32% | |
| Templeton Int'l Foreign CF | 7.24% | 6.36% | WTFSC International Value Portfolio | 6.97% | ||
| LSV Int'l Lg. Cap Val. Eq. Trust | 6.73% | 5.96% | The Boston Non-U.S. Value CF | 6.91% | 6.05% | |
| Invesco Int'l Eq. Trust CF | 5.86% | 5.02% | Invesco Int'l Eq. Trust CF | 6.80% | 5.96% | |
| KBC Dividend Plus EAFE Equity Strategy | 3.96% | 3.30% | WTFSC Overseas Equity Portfolio | 6.26% | ||
| Wachovia Disciplined Int'l Core Equity | 1.54% | 1.12% | The Boston International Core CF | 4.99% | 4.15% | |
| WTFSC Overseas Equity Portfolio | -0.50% | -0.76% | Beutel Goodman International Equity Fund | 4.44% | 4.19% | |
| WTFSC International Value Portfolio | -0.66% | |||||
| US SA Intermediate- Term Bond | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Christian Bros. Interm. Div. Class A | 19.02% | 18.43% | First State Core Fixed Income | 6.44% | 5.81% | |
| Pru Core Plus Fixed Inc. CIT Inst'l Class | 16.45% | 16.13% | Christian Bros. Interm. Divers. Class A | 6.21% | 5.66% | |
| First State Core Fixed Income | 14.55% | 13.81% | Pru Core Plus Fixed Inc. CIT Inst'l Class | 6.01% | 5.70% | |
| Pyramis Broad Market Duration CF | 13.94% | 13.66% | Invesco Interm. Bond Trust CF | 5.89% | ||
| Invesco Interm. Bond Trust CF | 13.89% | First Citizens Inv. Grade Bond Fund | 5.84% | |||
| Associated Bank Intermediate Bond Fund | 13.58% | First Midwest EB Fixed Inc. CF | 5.82% | |||
| First Citizens Inv Grade Bond Fund | 13.25% | First Citizens Intermediate Bond Fund | 5.82% | |||
| Simmons First Trust EB Inc. Fund CF | 13.01% | Westwood Fixed Inc. (EB) CF | 5.72% | 5.61% | ||
| First Citizens Intermediate Bond Fund | 12.62% | Pru Fixed Inc. Enh. Index CIT Inst'l Class | 5.67% | 5.56% | ||
| Mellon EB DL Core Plus Bond Fund | 12.54% | Amalgamated Bank Longview Core Ind. | 5.63% | 5.45% | ||
| US SA Large Blend | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Navigator Global Gro. (w/ Sentry) Fund 3 | 6.94% | BGI Eq. Ind. Fund CF (for DC) | 5.66% | 5.57% | ||
| Cloud Neff Cap Neutral Large Blend 1000 | 2.66% | Cloud Neff MFI Growth CF | 4.58% | |||
| Cloud Neff MFI Growth CF | 2.64% | Westwood Lg. Cap Eq. (EB) CF | 4.47% | 4.19% | ||
| Pyramis Large Cap Core 130/30 CIT | 1.34% | 1.33% | WTFSC Large Company Value Portfolio | 4.39% | ||
| Navigator Global Maximum Growth Fund 5 | 1.08% | -0.20% | Cloud Neff Cap Neutral Large Blend 1000 | 3.87% | ||
| Avatar Growth ETF Fund 75 | 0.31% | -0.44% | Keybank EB Large Cap Value Fund | 3.55% | 2.84% | |
| Cloud Neff Large Cap Blend CF 0 | -0.38% | -0.38% | Mellon EB Stock Fund | 2.80% | 2.18% | |
| WTFSC Growth/Value Equity Portfolio | -0.64% | -0.89% | Cloud Neff Large Cap Blend CF 0 | 2.56% | 2.56% | |
| DAI AA Growth Portfolio 200 | -0.93% | -2.87% | First Midwest EB Eq. CF | 2.41% | 2.41% | |
| BGI Eq. Ind. Fund CF (For DC) | -1.32% | -1.38% | Cloud Neff MFI Growth and Income CF | 2.34% | 2.32% | |
| US SA Large Growth | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Janus Inst'l Concentrated Growth CF | 8.31% | 7.37% | Janus Inst'l Concentrated Growth CF | 8.10% | 7.21% | |
| Cloud Neff MFI Aggressive Growth | 4.04% | 4.03% | First State International Index | 6.32% | 5.88% | |
| Wellington CIF II Growth | 3.00% | 2.41% | WTFSC Aggressive Growth Portfolio | 5.63% | ||
| Wellington CIF II Diversified Growth | 2.06% | 1.43% | Manning & Napier Pro-Mix Max Term CIT | 5.09% | ||
| First State International Index | 1.85% | 1.43% | Hand Advice Port. High Gro. Fund R3 | 4.73% | 3.68% | |
| Delaware Large Cap Growth Trust | 1.44% | 1.04% | SSgA Russell 1000 Growth Index CIT | 4.32% | 4.21% | |
| WTFSC Aggressive Growth Portfolio | 0.56% | 0.32% | ING Large Cap Growth R1000G CIT | 4.31% | 3.55% | |
| Manning & Napier Pro-Mix Max Term CIT | -0.81% | Cloud Neff MFI Aggressive Growth | 3.95% | 3.95% | ||
| Pyramis Earnings Growth CF | -1.24% | -1.92% | Hand Advice Portfolios Growth Fund R3 | 3.51% | 2.48% | |
| ING Large Cap Growth R1000G CIT | -1.45% | -1.99% | Keybank EB Diversified Stock Fund | 3.50% | 2.85% | |
| US SA Large Value | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Cloud Neff Cap Neutral Large Value 1000 | 14.79% | Cloud Neff Cap Neutral Large Value 1000 | 7.04% | |||
| NWQ Large Cap Value Fund | 0.08% | -0.70% | Graham & Dodd Fund LP | 6.98% | 6.80% | |
| DePrince, Race & Zollo Lg. Cap Val. CIT | -1.94% | -2.53% | The Boston Dynamic Equity Mgmt. CF | 4.91% | 4.07% | |
| Artisan Opportunistic Value Trust | -2.38% | -3.01% | Brandywine Diversified Lg. Cap Val. BIT | 3.25% | 2.60% | |
| Delaware Large Cap Value Trust | -2.38% | -3.01% | Orleans Performance Strategic Dividend | 2.96% | ||
| The Boston Dynamic Equity Mgmt. CF | -3.95% | -4.72% | Pyramis Diversified Large Cap Value | 2.80% | 2.39% | |
| Wellington CIF II Research Value | -4.57% | -5.07% | The Boston Large Cap Value Equity CF | 2.25% | 1.55% | |
| C.S. McKee Value Equity CIT | -5.58% | -6.18% | Christian Bros. Val. Eq. Fund Cl B | 2.25% | 1.56% | |
| Christian Bros. CUIT Value Equity Class A | -5.61% | -6.39% | Christian Bros. CUIT Value Equity Class A | 2.25% | 1.21% | |
| Christian Bros. Val. Eq. Fund Cl B | -5.61% | -6.06% | Wellington CIF II Research Value | 2.04% | 1.58% | |
| US SA MidCap Blend | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| The Boston MidCap Opp. Value Equity CF | 16.11% | 15.18% | Westwood SMid (EB) CF | 12.08% | 11.84% | |
| Cloud Neff MidCap Blend 0 | 3.39% | The Boston MidCap Opp. Value Equity CF | 7.21% | 6.33% | ||
| Westwood SMid (EB) CF | 2.66% | 2.23% | Progress MidCap Equity Fund | 5.63% | 4.92% | |
| First Citizens MidCap Fund | 0.41% | 0.42% | Keybank EB MidCap Fund | 5.49% | 4.63% | |
| Mellon EB MidCap Stock Index Fund | -0.69% | -1.42% | Burgundy U.S. Small/Mid Cap Fund | 5.13% | ||
| PensionTrend Agg. Growth Fund 65 | -1.29% | -1.92% | BGI MidCap Eq. Ind. Fund CF | 4.71% | 4.68% | |
| Burgundy U.S. Small/Mid Cap Fund | -1.52% | -2.51% | SSgA S&P MidCap Index ERISA CF | 4.59% | 4.44% | |
| Hand Equity Growth Fund | -2.02% | -2.77% | Amalg. Bank LongView Qnt. MidCap CF | 4.55% | 3.97% | |
| Progress MidCap Equity Fund | -2.67% | -3.35% | Amalg. Bank LongView 400 Mid Ind. CF | 4.54% | 4.52% | |
| BGI MidCap Eq. Ind. Fund CF | -2.97% | -3.04% | QMA MidCap Quantitative Core Equity CF | 4.42% | 3.84% | |
| US SA Moderate Allocation | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| WTFSC Strategic Balanced Portfolio | 14.95% | 14.69% | WTFSC Strategic Balanced Portfolio | 8.85% | ||
| Hand Advice Port. Mod. Cons. Fund R3 | 8.11% | 7.00% | Manning & Napier Pro-Mix Ext. Term | 5.80% | ||
| The LASSO Fund | 7.35% | 6.61% | Messner & Smith Balanced CIT | 5.57% | 4.50% | |
| Christian Bros. CUIT Balanced Fund | 6.96% | 6.13% | Manning & Napier Pro-Mix Mod. Term CIT | 5.30% | ||
| Hand Balanced Fund | 6.21% | 5.57% | Hand Advice Port. Mod. Gro. Fund R3 | 4.78% | 3.74% | |
| Avatar Growth & Income ETF Fund 75 | 5.33% | 4.55% | Hand Advice Portfolios Moderate Fund R3 | 4.69% | 3.65% | |
| DAI AA Moderate Growth Portfolio 200 | 4.79% | 2.74% | Invesco Moderate Asset Alloc. Trust CF | 4.66% | 3.96% | |
| Hand Advice Portfolios Moderate Fund R3 | 4.42% | 3.38% | Christian Bros. CUIT Balanced Fund | 4.30% | 3.41% | |
| PensionTrend Moderate Income Fund 65 | 4.15% | 3.48% | Hand Balanced Fund | 4.24% | 3.45% | |
| PensionTrend Conservative Gro. 65 | 3.00% | 2.34% | Invesco Agg. Asset Alloc. Trust CF | 3.89% | 3.51% | |
| US SA Real Estate | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| BGI ex-U.S. Real Estate Index | 4.67% | 4.46% | Real Estate Mgmt. Svcs. RE Value Opp. | 5.26% | 3.42% | |
| Real Estate Mgmt. Svcs. RE Value Opp. | -11.40% | -12.72% | Invesco Eq. Real Est. Secs. Trust CF | 4.44% | 3.63% | |
| Security Capital Preferred Growth | -13.36% | -14.07% | Washington Real Estate Eq. | 3.87% | 3.34% | |
| Invesco Eq. Real Est. Secs. Trust CF | -22.24% | -22.84% | WTFSC Total Return REIT Portfolio | 3.10% | 3.11% | |
| Pyramis REITs | -22.60% | -23.08% | Pyramis REITs | 2.50% | 1.91% | |
| WTFSC Total Return REIT Portfolio | -25.82% | -25.82% | Security Capital Preferred Growth | 2.37% | 1.27% | |
| SSgA U.S. Passive REIT CIT | -28.75% | -28.88% | Promark Real Estate Securities Fund | 1.61% | 0.99% | |
| ASB Real Estate Fund | -28.91% | -29.82% | SSgA U.S. Passive REIT CIT | 1.30% | 1.08% | |
| BGI U.S. Real Estate Sec. Index | -29.15% | -29.26% | BGI U.S. Real Estate Sec. Index | 1.14% | 0.98% | |
| Washington Real Estate Eq. | -29.36% | -30.09% | SSgA U.S. Active REIT CIT | 0.71% | 0.10% | |
| US SA Small Blend | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| The Boston Sm. Cap Opp. Val. Eq. Mgmt. | 29.68% | 28.38% | The Boston Sm. Cap Opp. Val. Eq. Mgmt. | 10.84% | 9.79% | |
| Cloud Neff Small Cap Blend CF 0 | 3.69% | Pyramis Small Cap Core CF | 5.58% | 4.80% | ||
| Wellington CIF II S/C Opportunities | 2.79% | 1.79% | Wellington CIF II S/C Opportunities | 4.53% | 3.73% | |
| Pyramis Small Cap Core CF | 2.54% | 1.71% | RAM Small-Cap Trust | 4.53% | 3.49% | |
| WTFSC Small Co. Diversified Val. Port. | 1.67% | 1.67% | Thomson Horstmann & Bryant Microcap | 4.11% | 2.79% | |
| Frontier Small Cap Value LP | -1.82% | -2.49% | Cloud Neff Small Cap Blend CF 0 | 4.08% | ||
| Fortis U.S. Small Cap Eq. CIT | -2.57% | -3.55% | Amalg. Bank LongView 600 SC Ind. CF | 2.88% | 2.86% | |
| C.S. McKee Small-Cap Equity CIT | -3.95% | -4.68% | BGI Russell 2000 Ind. Fund (for DC) | 2.49% | 2.42% | |
| First Citizens Small Cap Fund | -4.24% | -4.23% | Invesco Struc. Sm.-Cap Core Eq. Trust CF | 1.88% | 1.41% | |
| eRAFI U.S. Small Fund | -5.86% | -6.33% | QMA All Cap Quantitative Core Eq. Fund | 0.87% | 0.53% | |
| US SA Small Growth | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Waddell & Reed Small Cap Growth Eq. CF | 2.90% | 2.38% | Pyramis Small Company CF | 9.23% | 8.36% | |
| Pyramis Small Company CF | 2.13% | 1.32% | Cloud Neff Small Cap Growth CF 0 | 5.75% | ||
| WTFSC Small Company Growth Portfolio | 1.59% | 1.32% | Waddell & Reed Small Cap Growth Eq. CF | 4.89% | 3.98% | |
| Cloud Neff Small Cap Growth CF 0 | -2.06% | WTFSC Small Company Growth Portfolio | 4.27% | |||
| Delaware Small Cap Growth Trust | -2.75% | -3.26% | Ranger Small-Cap Fund, LP | 4.15% | 3.05% | |
| WTRISC Small Cap Gro. Index ETF 96 | -2.97% | -3.88% | Washington Sm.-Cap Gro. Eq. CF | 3.48% | 2.55% | |
| SSgA Russell 2000 Growth CIT | -6.06% | -6.12% | SSgA Russell 2000 Growth CIT | 3.00% | 2.95% | |
| Champlain Small Company Fund | -7.60% | -8.53% | Mellon EB Small Cap Stock Index Fund | 2.49% | 2.48% | |
| Washington Sm.-Cap Gro. Eq. CF | -8.31% | -9.16% | SSgA Russell 2000 ERISA CF | 2.31% | 2.19% | |
| SSgA Russell 2000 ERISA CF | -9.45% | -9.53% | First State Sm. Cap Gro. Equity | 1.87% | 0.98% | |
| US SA Stable Value | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Goode Stable Value | 3.99% | Goode Stable Value | 4.67% | |||
| Federated Capital Preservation ISP | 3.85% | 3.40% | Galliard WF Stable Value Fund M (55) | 4.50% | 3.95% | |
| Galliard WF Stable Value Fund M (55) | 3.63% | 3.06% | RiverSource Trust Stable Capital Fund | 4.38% | 4.31% | |
| RiverSource Trust Stable Capital Fund | 3.45% | 3.20% | RiverSource Trust Income Fund I | 4.37% | 4.31% | |
| SSgA Stable Value CIT | 3.42% | 3.40% | Federated Capital Preservation ISP | 4.33% | 3.87% | |
| Keybank EB MaGIC Fund | 3.20% | 2.69% | Fortis Income Plus Class J | 4.32% | 3.54% | |
| Morley Financial Svcs. Stab. CF | 2.98% | 2.71% | BlackRock Stable Value | 4.31% | ||
| Invesco Stable Val. Trust CF | 2.97% | 2.53% | SSgA Stable Value CIT | 4.27% | 4.18% | |
| RiverSource Trust Income Fund I | 2.80% | 2.55% | Keybank EB MaGIC Fund | 4.25% | 3.83% | |
| Fortis Income Plus Class J | 2.63% | 1.86% | Morley Financial Svcs. Stab. CF | 4.13% | 3.96% | |
| US SA Target Date 2000-2010 | One-year gross return | One-year net return | ||||
| Putnam Adv. 2010 Fund Vii Cl Z | 6.94% | 5.95% | ||||
| BGI LifePath 2010 CF | 6.69% | 6.15% | ||||
| BGI - LifePath Ind. Retire. CF | 6.08% | 5.86% | ||||
| Wellington Trust Target Series 2010 | 5.33% | 4.73% | ||||
| BGI - LifePath Index 2010 CF | 5.06% | 4.84% | ||||
| Pyramis Active Lifecycle 2010 | 4.97% | 4.31% | ||||
| Pyramis Active Lifecycle 2000 | 4.84% | 4.85% | ||||
| Nuveen PersonalPlan 2010 Fund | 4.33% | 4.13% | ||||
| SSgA Target Retirement 2010 Fund | 4.07% | 3.92% | ||||
| J.P. Morgan Comming. Pens. Sr2010 C Cl | 3.90% | 3.43% | ||||
| US SA Target Date 2016-2020 | One-year gross return | One-year net return | ||||
| Putnam Adv. 2020 Fund Vii Cl Z | 5.72% | |||||
| Nuveen PersonalPlan 2020 Fund | 4.00% | 3.79% | ||||
| MG Trust RetireFocus 2020 Inst'l Class | 3.55% | 3.08% | ||||
| BGI LifePath 2020 CF | 3.51% | 3.00% | ||||
| Wellington Trust Target Series 2020 | 3.03% | 2.33% | ||||
| BGI - LifePath Index 2020 CF | 2.59% | 2.38% | ||||
| J.P. Morgan Comming. Pens. Sr2020 C Cl | 2.32% | 1.70% | ||||
| SSgA Target Retirement 2020 Fund | 1.76% | 1.64% | ||||
| Pyramis Active Lifecycle 2020 | 1.42% | 0.77% | ||||
| Pyramis Index Lifecycle 2020 | 1.01% | 1.04% | ||||
| US SA Target Date 2026-2030 | One-year gross return | One-year net return | ||||
| Nuveen PersonalPlan 2030 Fund | 3.23% | 3.02% | ||||
| MG Trust RetireFocus 2030 Inst'l Class | 0.96% | 0.50% | ||||
| BGI LifePath 2030 CF | 0.95% | 0.45% | ||||
| Wellington Trust Target Series 2030 | 0.58% | 0.09% | ||||
| J.P. Morgan Comming. Pens. Sr2030 C Cl | 0.09% | -0.65% | ||||
| SSgA Target Retirement 2030 Fund | -0.30% | -0.45% | ||||
| Manning & Napier Retire. Target 2030 | -0.74% | -0.73% | ||||
| Pyramis Active Lifecycle 2030 | -1.37% | -2.02% | ||||
| Pyramis Index Lifecycle 2030 | -1.38% | -1.35% | ||||
| Mellon / EB Target Maturity 2030 Fund | -1.76% | -1.75% | ||||
| US SA Target Date 2031-2035 | One-year gross return | One-year net return | ||||
| J.P. Morgan Comming. Pens. Sr2035 C Cl | 0.80% | 0.05% | ||||
| BGI - LifePath Index 2030 CF | 0.66% | 0.46% | ||||
| MG Trust RetireFocus 2035 Inst'l Class | 0.34% | -0.12% | ||||
| SSgA Dow Jones Target 2035 Strategy | 0.33% | -0.48% | ||||
| BGI LifePath 2035 CF | -0.18% | -0.67% | ||||
| BGI - LifePath Index 2035 CF | -0.20% | -0.41% | ||||
| BGI - LifePath Index 2040 CF | -0.97% | -1.15% | ||||
| SSgA Target Retirement 2035 Fund | -1.21% | -1.35% | ||||
| Pyramis Index Lifecycle 2035 | -1.39% | -1.39% | ||||
| BGI - LifePath Index 2045 CF | -1.68% | -1.87% | ||||
| US SA Target Date 2036-2040 | One-year gross return | One-year net return | ||||
| Nuveen PersonalPlan 2040 Fund | 1.00% | 0.81% | ||||
| MG Trust RetireFocus 2040 Inst'l Class | 0.72% | 0.26% | ||||
| Wellington Trust Target Series 2040 | 0.10% | -0.62% | ||||
| J.P. Morgan Comming. Pens. Sr2040 C Cl | -0.01% | -0.73% | ||||
| Manning & Napier Retire. Target 2040 | -0.92% | -0.91% | ||||
| SSgA Target Retirement 2040 Fund | -0.96% | -1.11% | ||||
| BGI LifePath 2040 CF | -1.22% | -1.70% | ||||
| Pyramis Index Lifecycle 2040 | -1.67% | -1.65% | ||||
| Callan Glidepath 2040 Fund 25 | -2.01% | -2.25% | ||||
| Hand SMART FundsŪ 2040 R3 | -2.13% | -3.19% | ||||
| US SA World Stock | One-year gross return | One-year net return | ||||
| Tradewinds Global All Cap Fund | 24.57% | 23.66% | ||||
| Navigator Global Growth Fund 3 | 0.80% | -1.04% | ||||
| Capital Guardian Global Equity DB | -0.66% | -1.36% | ||||
| Capital Guardian AC World Eq. SS DB | -0.75% | -1.46% | ||||
| Associated Bank Foreign Equity Fund | -1.92% | |||||
| AXA Rosenberg Il All Cap Inst'l Fund | -2.03% | -2.71% | ||||
| KBC Eco Water Fund | -3.04% | -3.79% | ||||
| Burgundy Global Focused Opportunities | -4.07% | -5.04% | ||||
| Beutel Goodman Global Equity Fund | -4.36% | -4.86% | ||||
| Capital Guardian Absolute Inc. Grower CF | -4.53% | -5.17% | ||||
| Source: Morningstar Inc. | ||||||
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