Top-performing managers by category: separate accounts

Data & Directories

February 22, 2010, 12:01 AM ET

U.S. SA conservative allocation	1-year gross return	1-year net return		5-year gross return	5-year net return
Top performing managers by category: separate accounts
Data are for periods ended Dec. 31, 2009.
UBS Global U.S. Balanced Portfolio	32.03%	31.18%	Janus Balanced	8.37%	7.74%
Green Inv. Mgmt. Guardian Bal. Inc.	31.13%	29.58%	FPA Contrarian Value	7.76%	6.48%
Green Inv. Mgmt. Guardian Bal.	30.76%	29.33%	Per Stirling Conserv. Gro.	4.91%	4.39%
FPA Contrarian Value	30.16%	28.56%	James Investment Research Bal.	4.86%	4.26%
Green Inv. Mgmt. Guardian Conserv. Bal.	29.41%	28.20%	Emerald Asset Advisors Hybrid Strategy	4.74%	4.05%
Janus Balanced	25.46%	24.82%	QA Global Balanced 40/60	4.38%	2.95%
Relative Absolute Return	22.07%	20.67%	Sadoff Balanced	3.99%	3.12%
Crossvault Taxable Mod. Bal. Conserv. Gro.	18.99%	18.09%	Green Inv. Mgmt. Guardian Bal. Inc.	3.55%	2.22%
Riazzi Asset Mgmt. Bal. Commission	18.20%	17.02%	Legacy Capital Diversified Equity Bal.	3.34%	2.48%
Badgley, Phelps and Bell Bal. Approach	17.35%	16.31%	Abner, Herrman & Brock Custom Bal.	2.99%	2.19%

U.S. SA convertibles	1-year gross return	1-year net return		5-year gross return	5-year net return
Clearbridge Inst'l Conv. Secs.	76.37%	75.36%	Oaktree Capital Mgmt. Int'l Conv. Secs.	10.46%	9.69%
Oaktree Capital Mgmt. High Inc. Conv. Secs.	52.31%	51.56%	Oaktree Capital Mgmt. High Inc. Conv. Secs.	10.15%	9.60%
Froley Revy Conv. Comp.	49.34%	48.97%	Wellesley Invest. Conv. SA	8.21%	7.14%
Dinsmore Conv. Secs.	46.01%	44.91%	Shenkman Capital Mgmt. Conv. Comp.	7.78%	6.97%
PIMCO Convertible	45.92%	45.02%	NACM Convertibles	7.62%	7.14%
Oaktree Capital Mgmt. U.S. Conv. Secs.	43.61%	42.89%	Calamos Global Conv. Comp.	7.57%	6.67%
Advent Balanced Conv. Strategy	42.38%	41.61%	Froley Revy Inv. Grade Bonds Only	6.97%	6.38%
MacKay Shields Convertibles	41.73%	41.04%	Oaktree Capital Mgmt. U.S. Conv. Secs.	6.38%	5.85%
Shenkman Capital Mgmt. Conv. Comp.	39.42%	38.50%	Gabelli Asset Mgmt. Conv.	5.56%	4.40%
NACM Convertibles	39.16%	38.51%	MacKay Shields Convertibles	5.51%	5.00%

U.S. SA diversified eEmerging markets	1-year gross return	1-year net return		5-year gross return	5-year net return
Wasatch Emerging Mkts. Small Cap SA	120.21%	117.82%	WGI Global Emerging Mkts.	22.18%	21.20%
Emerging Mkt. Small Cap Value Equity	113.47%	110.99%	Aberdeen Emerging Mkts. Equity	21.57%	20.36%
FPP Fund Mgmt. Global Emerging Mkts.	113.07%	110.81%	Barings Focused Emerging Mkts. Equity	20.25%	19.27%
Brandes Emerging Mkts. Equity	112.88%	39.67%	Baillie Gifford Overseas Emerging Mkts.	19.89%	18.92%
Trilogy Emerging Mkts. Composite	102.36%		DCM Emerging Mkts. Equity	19.79%	18.58%
Bernstein Emerging Mkts. Value Equity	101.98%	99.79%	Capital Guardian Emerging Mkts. Growth	19.42%	18.58%
Baillie Gifford Overseas Emerging Mkts.	95.83%	94.17%	OFII Emerging Mkts. Equity	19.16%	18.02%
LSV Asset Mgmt. Emerging Mkts. Value Equity	95.17%	93.40%	Wellington Emerging Mkts. Equity	18.75%
Genesis Asset Mgrs. Global Emerging Mkts.	91.69%	91.27%	City of London Global Emerging Mkts.	18.73%	17.20%
AllianceBernstein Emerging Mkts. Blend Equity	90.95%	89.14%	Green Inv. Mgmt. Guardian Country	18.72%	17.27%

U.S. SA diversified Pacific/Asia	1-year gross return	1-year net return		5-year gross return	5-year net return
Oberweis Asia Opp.	88.30%	87.08%	RCM Total Return Asia Equity	16.34%
RCM Total Return Asia Equity	63.15%		RCM Asia-Pacific ex-Japan Equity (Core Reg)	13.99%	13.02%
RCM Asia-Pacific ex-Japan Equity (Core Reg)	57.60%	56.12%	John Hsu Capital Int'l Top-Down Equity	12.16%	11.22%
Aberdeen Asia Pacific Inc. Japan Equity	56.37%	54.47%	Aberdeen Asia Pacific Inc. Japan Equity	10.93%	9.57%
Templeton Asia Pacific Equity	55.29%	54.58%	NACM Pacific Rim	9.37%	8.51%
John Hsu Capital Int'l Top-Down Equity	51.40%	50.26%	Templeton Asia Pacific Equity	8.88%	8.45%
Sit Inv. Pacific Basin	43.21%	41.96%	Wells Capital Asia Pacific Equity	8.61%	7.72%
Wells Capital Asia Pacific Equity	42.77%	41.68%	Sit Inv. Pacific Basin	8.39%	7.49%
SGAM Pacific Basin Equity	41.96%	39.15%	SGAM Pacific Basin Equity	8.06%	7.00%
Pyrford Int'l Asia Pacific Equity	38.89%	38.25%	Pyrford Int'l Asia Pacific Equity	7.01%	6.59%

U.S. SA emerging markets bond	1-year gross return	1-year net return		5-year gross return	5-year net return
Pyramis Emerging Mkt. Debt	64.71%	63.69%	Capital Guardian Emerging Mkts. FI	12.52%	11.80%
SeaCrest Inv. Mgmt. Emerging Mkt. Debt	64.59%		Morgan Stanley Emerging Mkt. Debt Strat.	12.34%	11.18%
Franklin Templeton Emerging Mkt. Debt Opp.	62.06%	60.50%	Franklin Templeton Emerging Mkt. Debt Opp.	11.84%	10.77%
Stone Harbor EMD Total Return	52.59%	52.18%	Wellington Emerging Mkts. Debt	11.65%
Aberdeen Emerging Mkts. Debt-Plus U.S.D	50.46%	49.58%	MFS Emerging Mkts. Debt	11.49%	10.85%
GMO Emerging Country Debt Strategy	48.90%	47.91%	Pictet Asset Mgmt. Emerging Mkts. Debt	11.32%	10.91%
Stone Harbor Emerging Mkts. Debt	48.04%	47.44%	Stone Harbor EMD Total Return	11.01%	10.41%
Federated Emerging Mkts. Debt	48.02%	46.87%	Halbis Emerging Mkt. Debt	10.77%	10.25%
TCW Emerging Mkts. Fixed Income	46.88%	45.99%	Halbis Emg. Mkts. Debt - Total Return	10.46%	9.00%
AllianceBernstein Emerging Mkts. Debt	44.86%	43.95%	TCW Emerging Mkts. Fixed Income	10.43%	9.75%

U.S. SA Europe stock	1-year gross return	1-year net return		5-year gross return	5-year net return
Pictet Asset Mgmt. Eastern European Equity	147.58%	145.74%	Pictet Asset Mgmt. Eastern European Equity	14.25%	16.10%
BNP Paribas Europe Midcap	47.46%	47.19%	Lazard Continental Europe Equity	7.04%	4.92%
Numeric Investors Europe Core	43.04%	42.00%	Burgundy European Equity Comp.	6.84%	5.90%
Batterymarch U.K. Equity	41.36%		Newton Capital Mgmt. Pan European Equity	6.78%	6.17%
Brandes European Equity	41.06%	8.10%	MFS European Equity	6.76%	5.96%
SSgA Europe Alpha Strategy	40.91%	39.88%	Acadian Europe Equity ex-U.K.	6.42%	5.62%
ICAP Euro Select Equity	39.28%	38.46%	T. Rowe Price European Equity Core Comp.	5.79%	5.21%
Pictet PAN European Equities	38.49%	37.89%	BNP Paribas Europe Midcap	5.75%	5.29%
MFS European Equity	38.18%	37.11%	Pyramis Europe Growth	5.64%	4.80%
Liontrust Int'l Continental Europe Comp.	38.06%	37.05%	Lazard Pan European Equity	5.57%	4.94%

U.S. SA foreign large blend	1-year gross return	1-year net return		5-year gross return	5-year net return
EARNEST International Equity	57.37%	56.08%	QA International Equity	16.08%	14.54%
UBS Global Global (ex-U.S.) ACWI Equity	55.13%	53.93%	EARNEST International Equity	12.87%	11.97%
Lazard Global Discounted Assets	53.04%	52.64%	Acadian Non-U.S. ADR Equity	11.34%	10.52%
Schroders International Alpha	50.57%	49.34%	Renaissance International	10.87%	10.29%
Schroders International Alpha ADR	49.74%	49.59%	Symmetric Prism Grid	10.84%	9.49%
Hansberger International Core Equity	49.51%	48.43%	Thomas White Int'l International Equity	10.06%	9.08%
MFS International Concentrated Equity	49.31%	48.08%	First Eagle International Value Equity	9.61%	9.18%
Fisher All Foreign Equity	49.11%	48.43%	Davis International Product	8.47%	7.69%
Brown Capital International Equity	48.07%	47.54%	Manning & Napier Core Non-U.S. Equity	8.36%	7.48%
Fisher Foreign Equity Focused	46.83%	46.40%	Scout International Equity ADR	8.20%	7.34%

U.S. SA foreign large growth	1-year gross return	1-year net return		5-year gross return	5-year net return
Janus Inst'l Conc. Int'l Equity	68.31%	67.20%	Janus Inst'l International Equity	11.61%	10.82%
Franklin Non-U.S. Equity	63.66%	63.17%	Baillie Gifford Overseas ACWI ex-U.S. Alpha	10.84%	10.20%
Calamos International Growth Composite	59.21%	57.67%	Aletheia International Growth	10.41%	9.40%
Hansberger International Growth Equity	54.91%	53.79%	Baillie Gifford LT Global Growth ex-North Am.	10.14%	6.29%
T. Rowe Price Non-U.S. Equity EAFE Growth	53.59%	52.70%	Driehaus International Discovery	9.88%	8.06%
Janus Inst'l International Equity	53.55%	52.62%	Barings Focused International Plus Equity	9.10%	8.29%
Driehaus International Discovery	51.26%	49.23%	Baillie Gifford Overseas EAFE Plus Alpha	8.87%	8.26%
Baillie Gifford Overseas ACWI ex-U.S. Alpha	49.18%	48.22%	Thornburg International Equity Strategy	8.86%	7.70%
Turner Inv. International Growth Equity	48.70%	47.23%	Morgan Stanley International Growth	8.84%	7.47%
Natixis/Hansberger Int'l Growth Wrap	48.38%	44.12%	Harding Loevner International Equity	8.68%	7.96%

U.S. SA foreign large value	1-year gross return	1-year net return		5-year gross return	5-year net return
Harris Assoc. International	58.52%	57.27%	NFJ Inv. International Value	10.30%	9.29%
Schroders QEP Global (ex-U.S.) Value	55.94%	54.41%	Aberdeen EAFE Plus Equity 3% Outperform	8.84%	8.28%
Clear Asset Mgmt. - Int'l Portfolio	55.02%	52.05%	Aberdeen Global Eq. All Cap 3% Outperform	8.46%	7.08%
RBC GAM International Equity SA	53.38%	51.96%	Federated Core International Equity	8.32%	7.25%
AXA Rosenberg Canadian Broad Market Equity	48.74%	46.82%	Wellington International Opportunities	7.89%	9.46%
Pzena International Value SA	48.65%	47.22%	Silchester International Value Equity	7.87%	6.90%
Sky Investment Overseas Equity	48.51%	47.30%	MFS International Value Equity	7.59%	7.00%
DePrince, Race & Zollo, International Value	47.58%	46.16%	Harris Assoc. International	7.49%	6.63%
Bernstein Int'l Value Eq. - All Country	46.51%	45.34%	Sanderson Asset Mgmt. Int'l Value Equity	7.21%	6.14%
Philadelphia Int'l LP Int'l Divers. Equity	43.99%	43.40%	Aberdeen EAFE Plus Eq. SRI 3% Outperform	6.95%	6.26%

U.S. SA foreign small/mid growth	1-year gross return	1-year net return		5-year gross return	5-year net return
UBS Global Canadian Equity Small Cap	76.89%	76.48%	Driehaus International Small Cap Growth	15.61%	14.71%
Harding Loevner Int'l Small Co.	76.04%	73.92%	Franklin Int'l Small Cap Growth Equity	14.81%	13.74%
Denver Inv. International Small Cap	69.64%	68.15%	UBS Global Canadian Equity Small Cap	13.27%	12.77%
Wasatch International Small Cap Growth	68.69%	66.67%	UBS Global ex-U.S. Small Cap Growth	11.61%	10.19%
Oberweis International Opportunities	64.62%	63.02%	Columbia Wanger International Equity	11.13%	10.25%
William Blair Int'l Small Cap Growth	61.66%	60.11%	Copper Rock International Small Cap	10.99%	10.03%
Navellier International Small Cap Wrap	61.43%	59.94%	NACM International Small Cap Growth	10.75%	10.00%
UBS Global ex-U.S. Small Cap Growth	60.93%	59.00%	Mondrian Inv. Int'l Small Cap Equity	9.81%	8.84%
Mondrian Inv. Int'l Small Cap Equity	57.78%	56.44%	American Century International Small Cap	9.36%	8.13%
Franklin Int'l Small Cap Growth Equity	57.10%	55.67%	William Blair Int'l Small Cap Growth	9.00%	7.94%

U.S. SA foreign small/mid value	1-year gross return	1-year net return		5-year gross return	5-year net return
Templeton Int'l Small Cap Equity	66.65%	66.09%	Templeton Int'l Small Cap Equity	10.02%	9.70%
Brandes International Small Cap Equity	66.65%	36.24%	LSV Asset Mgmt. Int'l Small Cap Value Equity	9.08%	8.04%
Putnam Int'l Small Cap Core Equity	59.76%	58.17%	Putnam Int'l Small Cap Core Equity	8.62%	7.57%
Fuller & Thaler Int'l Small Cap	57.68%	56.79%	Pyramis Select International Small Cap	8.00%	7.14%
Philadelphia Int'l LP Small Cap Int'l Equity	56.56%	55.92%	GMO Foreign Small Companies Strategy	7.87%	6.93%
Brandes International Midcap Equity	56.10%	20.93%	GMO International Small Companies	6.44%	5.66%
LSV Asset Mgmt. Int'l Small Cap Value Equity	52.38%	50.97%	Fuller & Thaler Int'l Small Cap	6.32%	5.62%
GMO Foreign Small Companies Strategy	49.12%	47.65%	Acadian International Small Cap	5.81%	5.02%
Acadian International Small Cap	47.89%	46.82%	Batterymarch International Small Cap Equity	4.93%
Pyramis Select International Small Cap	46.08%	44.95%	Brandes International Small Cap Equity	3.55%	5.39%

U.S. SA global real estate	1-year gross return	1-year net return
Brookfield Global Real Estate Sec. (L/S)	158.29%
Driehaus International Realty	104.78%	104.28%
EII Int'l (ex-U.S.) Real Estate Securities	52.23%	50.80%
CBRE Total Return Global ex-U.S. REIT	49.78%	48.97%
Principal Global Inv. Global ex-U.S. REIT	45.51%	44.25%
EII Global Real Estate Securities	45.08%	43.73%
Duff & Phelps Int'l Real Estate Secs.	40.66%	39.43%
Urdang Global REIT	40.51%	39.57%
CBRE Total Return Global REIT-FTSE-SA	40.47%	39.76%
AEW Global Diversified REIT (EPRA)	40.45%	38.94%

U.S. SA high yield bond	1-year gross return	1-year net return		5-year gross return	5-year net return
MFC Global U.S. High Yield Fixed Income	79.53%	78.69%	Neuberger Berman Full Market High Yield	8.52%	8.05%
SMH Capital High Yield Institutional	77.02%	76.18%	Artio High Yield Strategy	8.42%	7.23%
SGI High Yield Fixed Income	73.54%	72.19%	MacKay Shields High Yield Active Core	8.32%	7.79%
Pioneer Global High Yield	64.83%	63.81%	SGI High Yield Fixed Income	8.05%	6.98%
NCRAM High Yield Total Ret. Inst'l	64.41%	63.62%	W.E. Donoghue Power Income	7.94%	6.80%
Pioneer U.S. High Yield - Total Return	63.86%	63.08%	RiverSource High Yield Fixed Income	7.92%	7.41%
AllianceBernstein U.S. High Yield	60.49%	59.49%	AXA Inv. Managers High Yield	7.86%	7.30%
Advisors Credit Opportunities	60.47%	59.18%	Wellington High Yield Bond	7.79%	7.15%
Loomis Sayles High Yield Full Discretion	59.86%	59.23%	Metropolitan West AM High Yield	7.55%	7.22%
DDJ High Yield Composite	58.66%	56.92%	Loomis Sayles High Yield Full Disc.	7.39%	6.97%

U.S. SA inflation-protected bond	1-year gross return	1-year net return		5-year gross return	5-year net return
PIMCO Real Return Full Authority	19.16%	18.54%	PIMCO Real Return Full Authority	5.41%	4.87%
Western Asset Mgmt. U.S. TIPS Full Disc.	13.63%	13.29%	Hartford Inv. Mgmt. Inflation Plus	5.37%	5.16%
FFTW Inflation Linked Bonds U.S.	12.80%	12.63%	Wellington TIPS	5.32%
IR&M Interm. TIPS	12.69%	12.58%	FFTW Inflation Linked Bonds U.S.	5.29%	5.05%
Wellington TIPS	12.18%		BlackRock TIPS PLU.S.	5.27%	4.85%
IR&M TIPS	12.04%	11.92%	FFTW Global Inflation Linked Bonds	5.10%	5.06%
SSgA Passive TIPS	11.37%	11.30%	BlackRock TIPS	5.00%	4.82%
BlackRock TIPS	11.32%	11.05%	American Century Inflation Adjusted Bond	4.99%	4.41%
Hartford Inv. Mgmt. Inflation Plus	11.28%	11.07%	IR&M Interm. TIPS	4.87%	4.74%
BlackRock TIPS PLU.S.	11.18%	10.74%	Brown Bros Harriman TIPS	4.81%	4.64%

U.S. SA intermediate government	1-year gross return	1-year net return		5-year gross return	5-year net return
Utendahl Capital MBS	23.35%	23.21%	Utendahl Capital MBS	8.95%	8.82%
TCW Total Return MBS	17.96%	17.56%	Ryan Labs Long Liability Enhanced	6.68%	6.36%
Fort Washington Active Core Fixed-Income	15.54%	15.14%	J.P. Morgan MBS Bond (Columbus)	6.40%	6.12%
Putnam Mortgage Only	14.45%	14.06%	TCW Total Return MBS	6.20%	5.83%
J.P. Morgan MBS Bond (Columbus)	14.33%	14.10%	TCW MBS	6.19%	5.87%
TCW MBS	13.91%	13.58%	FFTW Mortgage	6.11%	5.85%
Logan STAMP Intermediate Gov't/Credit	8.57%	8.33%	M.D. Sass Svcs. Core Fixed Income	5.87%	5.49%
FFTW Mortgage	8.45%	8.29%	Logan STAMP Intermediate Gov't/Credit	5.77%	5.43%
Pugh Capital Mgmt. Mortgage Strat.	7.83%	7.58%	TCW Index Plus MBS	5.70%	5.50%
Appleton Partners Taxable Fixed Income	7.06%	6.79%	Logan STAMP Intermediate Government	5.61%	5.27%

U.S. SA intermediate-term bond	1-year gross return	1-year net return		5-year gross return	5-year net return
Advisors Distressed Taxable	49.82%	48.43%	MacKay Shields Core Plus (II)	7.79%	7.45%
Principal Global Spectrum Preferred Secs.	46.72%	46.33%	PIMCO Core Plus Total Return Full Authority	7.06%	6.61%
FAF Core Plus	34.64%	34.17%	PIMCO Invest. Grade Corporate	7.03%	6.52%
FAF Core Plus Fixed Income	34.64%	34.17%	Loomis Sayles Core Plus	7.01%	6.79%
TCW Opportunistic MBS	32.84%	31.58%	Janus Inst'l Core Plus Bond	6.89%	5.96%
Brandes Corporate Focus Fixed Income	31.28%		Davis Hamilton Jackson Fixed-Inc. Agg.	6.87%	6.54%
MFC Global U.S. Strategic Fixed Income	30.26%	29.81%	Jennison Active Core	6.75%	6.59%
Transamerica Core Plus Fixed Income	29.85%	29.34%	CS McKee Government Credit Fixed	6.72%	6.25%
Federated Opportunistic Corp.	29.51%	28.64%	PIMCO Core Fixed-Inc. Total Return	6.65%	6.25%
MFC Global U.S. Core Plus Fixed Income	27.53%	27.14%	Federated Opportunistic Corp.	6.65%	5.88%

U.S. SA Japan stock	1-year gross return	1-year net return		5-year gross return	5-year net return
Burgundy Focus Asian Composite	23.01%	21.58%	Burgundy Focus Asian Composite	4.90%	3.97%
Burgundy Asian (All Cap) Composite	18.35%	17.18%	Burgundy Asian (All Cap) Composite	4.48%	3.56%
IFDC Japan Mainstream	17.23%	17.23%	Daiwa Japan Small-Mid Fr./Act.	1.32%	0.71%
Daiwa Japan Small-Mid Fr./Act.	11.97%	11.30%	IFDC Japan Mainstream	1.12%	1.12%
Congruix Japan Equity - MSCI	11.72%	11.72%	Daiwa SB Structured Fundamental Japan	0.31%	-0.25%
GAM Japan Equity Hedge Strategy	10.80%	9.27%	Baillie Gifford Overseas Japanese Equity	-0.64%	-1.22%
Congruix Japan Equity - Topix	9.54%	9.54%	AXA Rosenberg Japan Small Cap	-0.73%	-2.08%
Baillie Gifford Overseas Japanese Equity	7.70%	7.03%	T. Rowe Price Japan Equity Comp.	-1.79%	-2.38%
Daiwa SB Structured Fundamental Japan	6.45%	5.81%	Acadian Japanese Equity	-1.94%	-2.53%
Alliance Japan Growth Equity	6.05%	5.35%	Principal Global Japanese Equity	-2.06%	-2.67%

U.S. SA large blend	1-year gross return	1-year net return		5-year gross return	5-year net return
Yacktman Asset Mgmt. Taxable Focused Comp.	76.56%	75.70%	Crescat Large Cap Comp.	10.65%	8.72%
ZPR EQTP S&P 500	75.39%		ICC Multicap Equity	10.39%	9.55%
BlackRock Equity PLU.S.	74.62%	74.12%	Yacktman Asset Mgmt. Taxable Focused Comp.	9.98%	9.43%
PIMCO Fundamental IndexPLU.S. Total Return	58.50%	57.23%	Cascade Large Cap Value	7.93%	7.37%
Harris Assoc. Conc.	57.94%	56.48%	A.R. Schmeidler Large Cap Equity	7.89%	7.19%
Dblaine Large Cap Managed Account	57.87%	56.28%	Emerald Asset Advisers Conc. Equity	7.83%	6.39%
Legg Mason Capital Mgmt. All Cap	56.32%	55.12%	Thornburg International ADR WRAP	7.79%	6.44%
AIM Private Intrinsic Value	51.59%	50.49%	Yacktman Tax-ex Divers. Comp.	7.34%	6.47%
Pyramis Leveraged Loans	50.54%	49.82%	St. James Core Equity	6.93%	5.71%
Marque Millennium Large Cap Value	49.51%	48.52%	Wellington Focused Equity	6.55%	5.84%

U.S. SA large growth	1-year gross return	1-year net return		5-year gross return	5-year net return
Sands Large Cap Growth Equity	72.23%	71.38%	WM UAG1 Bluechip 20-Focus	17.80%	16.44%
Morgan Stanley Capital Growth	66.99%	65.57%	MFC Global U.S. Large Cap Equity	10.94%	10.28%
Wedgewood Concentrated Large Cap Growth	61.98%	60.95%	Alger Capital Appreciation Comp.	9.44%	8.73%
Zevenbergen Growth Equity	58.16%	57.57%	Knott Capital Large Cap Core Equity	9.35%	7.90%
Goldman Sachs U.S. Superconc. Growth	56.84%	54.63%	Alger SRI Capital Appreciation Composite	9.23%	8.52%
Alger SRI Capital Appreciation Comp.	55.66%	54.74%	Janus Inst'l Opportunistic Growth	7.71%	7.03%
T. Rowe Price U.S. Large Cap Growth Comp.	54.25%	53.54%	Epoch Global Absolute Return	7.67%	6.08%
Janus Inst'l Opportunistic Growth	54.25%	53.29%	CHOICE Special Opportunities	7.36%	5.92%
Calamos Growth Comp.	54.21%	53.00%	Aletheia Growth Portfolio	6.83%	6.02%
Brown Inv. Advisory Inst'l Large-Cap Growth	53.73%	52.84%	Transamerica Conc. All Cap Growth	6.55%	5.65%

U.S. SA large value	1-year gross return	1-year net return		5-year gross return	5-year net return
O'Shaughnessy Market Leaders Value	60.89%	56.42%	Manning & Napier Manning Yield Div.-Focus	8.24%	7.70%
Brown Inv. Advisory Large Cap Value Equity	50.94%	49.89%	Graham & Dodd Large Cap Value	7.73%	7.57%
Columbia Value and Restructuring	48.65%	47.79%	O'Shaughnessy Market Leaders Value	6.55%	4.42%
ValueWorks Cap. App.	48.14%	46.24%	Wasatch Large Cap Value	6.14%	4.96%
Wellington Opportunistic Value	46.85%	9.12%	Knightsbridge Asset Mgmt. Opp. Value	5.93%	4.94%
Hillman Focused Advantage Equity Wrap	45.87%	43.75%	Diamond Hill Select Equity	5.62%	4.85%
DePrince, Race & Zollo, Large Cap Value	44.48%	43.64%	Aletheia Value Portfolio	5.36%	4.50%
PPM America Diversified Large Cap Value	43.92%	42.89%	CHOICE Equity Income	5.35%	3.94%
Hillman Capital Mgmt. Focused Advantage Equity	43.11%	42.45%	Diamond Hill Large Cap Equity	5.33%	4.82%
Snow Capital All-Cap U.S. Value Equity	42.64%	41.21%	Brandywine Equity Income	5.30%	4.57%

U.S. SA leveraged net long	1-year gross return	1-year net return
ValueWorks 125/25 Hedged	62.05%
Hillsdale U.S. 130/30 Comp.	39.01%	38.00%
UBS Global U.S. Equity 130/30	38.41%	37.36%
Turner Inv. Core Growth 130/30 Equity	38.29%	37.11%
J.P. Morgan Large Cap Core 130/30	38.05%	36.89%
PanAgora Dynamic Global Extended Alpha	36.22%	35.49%
Acadian All Country World ex-U.S. 130/30	30.89%	29.93%
Los Angeles Capital S&P 500 120-20	30.68%	30.17%
Turner Inv. Quantitative 130/30 Equity	30.03%	28.74%
PanAgora Dynamic Int'l Extended Alpha	30.02%	29.32%

U.S. SA long government	1-year gross return	1-year net return
TCW Strategic MBS	41.57%	39.86%
FAF MBS	12.03%	11.75%
Pugh Capital Mgmt. Long Duration	8.87%	8.74%
JKMAM Active Aggregate	5.89%	5.45%
Dana Limited Vol. Short Duration	5.76%	5.29%
Ryan Labs Very Long Liability Enhanced	-6.27%	-6.55%
Hillswick Long Duration Gov't	-10.00%	-10.26%
Mellon Cap EB LT Gov't Bond Index Fund	-12.20%	-12.20%
Hoisington Inv. Mgmt. Macroeconomic Comp.	-22.67%	-22.83%

U.S. SA long-short	1-year gross return	1-year net return
Wells Capital Alpha Capture Portfolio	72.96%	71.43%
Camden Midcap	70.25%	68.56%
Camden Equity	62.81%	61.05%
Acadian Non-U.S. Small-Cap Long/Short	40.01%	39.00%
Mellon Cap EB DL Global Alpha I Fund	26.99%	26.66%
SSgA Index Plus Edge Strategy (130/30)	22.55%	21.89%
Turner Inv. Long/Short Equity	18.02%	16.92%
SSgA Large Cap Core Edge (130/30)	14.63%	13.73%
Turner Inv. Consumer Long/Short Equity	9.89%	8.37%
Turner Inv. Financial Services Long/Short	9.45%	6.91%

U.S. SA long-term bond	1-year gross return	1-year net return		5-year gross return	5-year net return
Loomis Sayles Core Plus Full Discretion	30.78%	30.37%	Century Mgmt. Fixed Income	7.82%	7.45%
Delaware Corp. Bond Fixed Income	30.05%	29.51%	PIMCO L/T Bond Full Authority	7.49%	7.28%
Advisors Total Return Taxable	29.22%	28.69%	Standish U.S. Long Duration	7.33%	7.15%
Delaware - Long Dur. Fixed Income	26.10%	25.54%	Delaware - Long Dur. Fixed Income	7.20%	6.62%
Western Asset Mgmt. U.S. Corporate	25.26%	24.90%	Jennison Active Extra Long Fixed Income	7.16%	6.90%
Logan Long Credit	20.82%	20.35%	Jennison Active Long Gov't	7.00%	6.79%
Standish U.S. Inv. Grade Co. - Long Dur.	20.11%	19.75%	Jennison Active Long Gov't/Credit	6.96%	6.79%
STW Fixed Income Mgmt. Long Dur.	19.78%	19.53%	STW Fixed Income Mgmt. Long Dur.	6.77%	6.52%
Standish U.S. Investment Grade Corporate	18.96%	18.62%	Delaware Corp. Bond Fixed Income	6.60%	6.08%
AXA Inv. Mgrs. U.S. Inv. Grade Corp.	18.25%	17.99%	Loomis Sayles Core Plus Full Discretion	6.44%	6.14%

U.S. SA market neutral	1-year gross return	1-year net return		5-year gross return	5-year net return
Invesco Market Neutral (Equity)	12.43%		AORDA Portfolio2	22.14%
J.P. Morgan Res. Market Neutral	12.01%	10.89%	Pyramis U.S. Equity Market Neutral	9.06%	8.43%
The Boston Multi-Alpha Market Neutral Eq.	11.97%	10.87%	Fuller & Thaler Market Neutral	8.33%	6.47%
Pyramis U.S. Equity Market Neutral	4.47%	3.33%	The Boston Multi-Alpha Market Neutral Equity	6.84%	5.78%
AORDA Portfolio3	3.40%		J.P. Morgan Res. Market Neutral	6.31%	5.27%
Analytic U.S. Market Neutral High Volatility	2.08%	1.08%	Zacks Market Neutral	6.19%
Fuller & Thaler Market Neutral	2.01%	1.09%	Invesco Market Neutral (Cash)	5.19%
DWS/Deutsche AM Quant. Market Neutral	-0.27%	-1.84%	Analytic U.S. Market Neutral	3.12%	2.09%
Analytic U.S. Market Neutral Mod. Vol.	-0.60%	-1.68%	SSgA U.S. Equity Market Neutral Strategy	2.85%	2.75%
PanAgora Dynamic Global Market Neutral	-1.46%	-2.92%	Analytic U.S. Market Neutral II	2.36%	1.10%

U.S. SA midcap blend	1-year gross return	1-year net return		5-year gross return	5-year net return
Moloney Securities Growth	125.56%		Moloney Securities Growth	13.52%
Wellington All Cap Opportunities	86.59%		Westwood Mgmt. Corp. SmidCap Equity	10.50%	9.99%
Legg Mason Capital Mgmt. Midcap	81.27%	79.84%	CMC Multicap Core Portfolio	9.27%	8.40%
Optimum Midcap Core Equity	66.28%	65.03%	Ativo Midcap	9.13%	7.60%
Ariel Small/Midcap Value Product	65.08%	63.48%	Pyramis Small/Midcap Core	8.03%	7.22%
Ariel Midcap Value	64.05%	62.42%	Transamerica Small/Mid Value	7.77%	6.79%
The Boston Midcap Opportunistic Equity	63.71%	62.31%	Loomis Sayles Small/Midcap	7.43%	6.70%
Winslow Asset Mgmt. All Cap Equity	59.60%	58.69%	Anchor Midcap Investment Management	7.14%	6.49%
Lotsoff Capital Mgmt. Midcap SMA/Wrap	58.84%	54.30%	Schafer Cullen Small Cap Value Equity	6.88%	6.28%
Lotsoff Capital Mgmt. Midcap Equity Inst'l	57.47%	56.11%	Systematic Financial Mgmt. Smidcap Value	6.78%	5.88%

U.S. SA midcap growth	1-year gross return	1-year net return		5-year gross return	5-year net return
Munder Capital Mgmt. Internet-Related Gro.	81.07%	79.54%	Morgan Stanley Midcap Growth Strategy	14.43%	13.28%
Turner Inv. Conc. Agg. Growth MA	68.50%		NewSouth Capital Mgmt. SMIDCap Value	10.68%	9.93%
Columbia Wanger Midcap Equity	68.13%	66.78%	NewSouth Capital Mgmt. Value Opps.	9.35%	8.52%
RiverSource Midcap Growth	66.81%	65.46%	Southfield All Cap	8.39%	6.92%
Turner Inv. All Cap Gro. MA	62.98%	58.09%	Westfield Capital Mgmt. Co. Midcap Growth	8.34%	7.79%
Tanaka Midcap Undervalued Growth Equity	62.57%	60.61%	Apex SMID Growth	8.29%	7.27%
TCW SMID Cap Growth	62.43%	61.12%	Spence Focus Equity	7.93%	6.24%
NewSouth Capital Mgmt. Smidcap Value	61.34%	60.37%	Wells Capital All Cap Growth Equity	7.87%	7.05%
Mazama Growth	60.77%	59.78%	Denver Inv. Concentrated Midcap Growth	7.77%	6.90%
Morgan Stanley Midcap Growth Strategy	60.69%	59.29%	Driehaus Midcap Recovery Growth	7.64%	6.69%

U.S. SA midcap value	1-year gross return	1-year net return		5-year gross return	5-year net return
Trapeze Long Only Equity	83.58%		Texas First Select Value	10.80%	9.60%
Trapeze Long/Short Equity	82.71%		Morgan Stanley U.S. Midcap Value	9.68%	8.75%
Lyrical Asset Management	79.99%		Seizert Capital Partners Midcap Value	7.73%	6.63%
Brandes U.S. Midcap Value Equity	77.25%		Ceredex Midcap Value Equity	7.38%	6.58%
JS Asset Mgmt. Large Cap Value	72.38%	71.78%	Systematic Financial Mgmt. Midcap Value	7.03%	6.27%
Hotchkis & Wiley Value Opp.	67.77%	66.56%	Speece Thorson Midcap Value Equity	6.39%	5.66%
Donald Smith & Co. Large-Cap Conc. Value	63.37%	62.21%	Nicholas Equity Income	6.13%	5.91%
Hotchkis & Wiley Midcap Value	57.56%	56.52%	American Century Midcap Value	5.99%	5.09%
The Boston Midcap Value Equity	57.12%	55.77%	Riazzi Asset Mgmt. Small/Mid. Value	5.53%	4.54%
Texas First Select Value	56.83%	54.60%	Heartland Opportunistic Value Equity	5.46%	4.78%

U.S. SA moderate allocation	1-year gross return	1-year net return		5-year gross return	5-year net return
Good Harbor U.S. Tactical Core	50.16%	49.14%	Good Harbor U.S. Tactical Core	11.51%	10.69%
ValueWorks Bal. Comp.	45.63%		A.R. Schmeidler Balanced Accounts	7.66%	6.89%
Calamos U.S. Opportunities Comp.	38.50%	37.61%	Atalanta Sosnoff Balanced	7.65%	6.83%
Winslow Asset Mgmt. All Cap Balanced	37.11%	36.30%	Leuthold Weeden Core Investments	7.42%	6.51%
Green Inv. Mgmt. Opp. Bal. Growth	33.97%	32.65%	Harris Assoc. Equity & Income Comp.	7.14%	6.39%
LMG Balanced	33.96%	32.51%	Fiduciary Mgmt. of Milwaukee Bal. Comp.	6.39%	5.76%
Atalanta Sosnoff Balanced	31.98%	30.70%	Winslow Asset Mgmt. All Cap Balanced	6.29%	5.70%
Johnson Institutional Mgmt. Enhanced Index	31.57%	31.21%	Montag & Caldwell Balanced	5.45%	5.02%
Green Inv. Mgmt. Guardian Bal. Growth	31.24%	29.74%	Calamos U.S. Opportunities Comp.	5.32%	4.64%
Advisors Capital Mgmt. Balanced	31.10%	29.11%	Strategy Asset Mgmt. Worldwide Bal.	5.29%	4.66%

U.S. SA multisector bond	1-year gross return	1-year net return		5-year gross return	5-year net return
Putnam Multistrategy FI	55.20%	54.08%	Camden Bond	9.14%
Loomis Sayles Multisector Full Disc.	39.39%	38.90%	Delaware Multisector Fixed Income	7.72%	7.13%
Fifth Third Asst Mgmt. Strategic Inc. Plus	38.06%	37.44%	Federated Strategic Multisector FI	7.48%	6.60%
SMH Capital Divers. Inc. Institutional	36.18%	35.59%	Loomis Sayles Multisector Full Disc.	7.26%	6.89%
Camden Bond	35.83%		Pioneer Core Plus	7.15%	5.61%
Federated Strategic Multi-Sector FI	34.78%	33.83%	PIMCO Divers. Inc. CF	7.11%	6.35%
Caywood-Scholl Hybrid Fixed Income	33.12%	32.84%	Western Asset Mgmt. Global Multisector	6.65%	6.22%
Western Asset Mgmt. Global Multisector	32.67%	32.13%	GW Capital Medium-grade Bond	6.51%	6.09%
Pioneer Core Plus	32.30%	31.19%	Caywood-Scholl Hybrid Fixed Income	6.41%	6.19%
Putnam Core Bond Fixed Income	31.40%	31.01%	Ryan Labs Core Liability Enhanced	6.19%	5.87%

U.S. SA Pacific/Asia ex-Japan stock	1-year gross return	1-year net return		5-year gross return	5-year net return
Oberweis China Opportunities	133.63%	132.38%	GAM Asia Equity Hedge Strategy	21.60%	19.77%
ZPR All Asian	127.73%		T. Rowe Price Asia ex-Japan Equity Comp.	18.94%	17.95%
Congruix Developed Asia ex-Japan	116.35%		Absolute Developed Asia Equity Comp.	17.53%	16.91%
Absolute Greater China Equity Comp.	105.83%	104.47%	Batterymarch Pacific Equity Portfolio	16.99%
T. Rowe Price Asia ex-Japan Equity Comp.	105.04%	103.38%	Newton Capital Mgmt. Pacific Basin ex-Japan	15.52%	14.59%
Congruix Asia Pacific ex-Japan	100.90%		Principal Global Asian Equity ex-Japan	14.77%	14.09%
Congruix Asia ex-Japan	97.48%		Congruix Far East ex-Japan	14.02%	14.02%
Congruix Far East ex-Japan	94.46%	94.46%	Daiwa SBI Asia ex-Japan	13.99%	13.36%
Absolute Developed Asia Equity Comp.	84.63%	83.72%	Legg Mason Hong Kong - HK Equity Comp.	13.85%	13.30%
Franklin India Equity	84.13%	81.29%	MFS Asia Pacific ex-Japan	12.73%	11.77%

U.S. SA real estate	1-year gross return	1-year net return		5-year gross return	5-year net return
Brookfield U.S. Value Income REIT	46.88%	46.03%	Forward Uniplan REIT Portfolio	5.80%	3.51%
Real Estate Mgmt. Svcs. Real Est. Val. Port.	40.07%	39.39%	AEW U.S. Long/Short REIT Strategy	5.48%	3.94%
Davis Real Estate Composite	39.27%	38.56%	Brookfield U.S. Value Income REIT	5.30%	4.69%
Davis Real Estate WRAP	39.27%	38.56%	Morgan Stanley U.S. Real Estate	5.26%	5.29%
Pyramis REIT	38.27%	37.32%	AEW U.S. Focus REIT Strategy	4.92%	4.16%
Urdang REIT Separate Account	37.76%	37.03%	Neuberger Berman REIT	4.05%	3.32%
AEW U.S. Long/Short REIT Strategy	35.97%	33.73%	FAF Real Estate Securities	4.03%	3.33%
Munder Capital Mgmt. Real Estate	35.42%	34.40%	Urdang REIT Separate Account	3.60%	3.07%
Morgan Stanley U.S. Real Estate	34.17%	33.46%	Principal Global Real Estate Equity Secs.	3.23%	2.56%
N/A	N/A	N/A	Real Estate Mgmt. Svcs. Real Est. Val. Port.	3.17%	2.69%

U.S. SA short government	1-year gross return	1-year net return		5-year gross return	5-year net return
PIMCO Total Return Unconstrained	15.35%	14.43%	PIMCO Mortgage Constrained	5.92%	5.73%
BlackRock Mortgage	10.60%	10.27%	DBF Intermediate Duration Fixed Income	5.60%	5.34%
PIMCO Mortgage Constrained	9.63%	9.48%	BlackRock Mortgage	5.41%	5.14%
TCW MBS Short-Intermediate	9.02%	8.73%	Eagle Government Securities Inst'l	5.21%	4.81%
AllianceBernstein U.S. Low Duration	7.98%	7.49%	TCW MBS Short-Intermediate	5.13%	4.81%
DBF Intermediate Duration Fixed Income	6.76%	6.50%	WHV Short-to-Intermediate	5.11%	4.74%
Dana Limited Volatility II	6.20%	5.73%	Cashen Taxable Fixed Income	5.09%	4.59%
M.D. Sass Svcs. 2-Year FI	5.73%	5.32%	M.D. Sass Svcs 2-Year FI	4.97%	4.60%
Lazard U.S. Dynamic Stam.	5.50%	5.38%	Redstone Short-Intermediate Comp.	4.78%	4.57%
Cashen Taxable Fixed Income	4.84%	4.32%	Eagle Short Term Conservative Inst'l	4.60%	4.27%

U.S. SA short-term bond	1-year gross return	1-year net return		5-year gross return	5-year net return
Brookfield CMBS Composite	46.89%	46.37%	Sit Inv. Short Dur.	6.04%	5.64%
Western Asset Mgmt. U.S. Index Plus	44.69%	44.24%	Logan STAMP 1-5-years	5.88%	5.72%
Beach Point Corporate Loan Comp.	36.24%	34.90%	PIMCO Mortgage Unconstrained	5.86%	5.49%
Metropolitan West AM Strategic Inc.	32.28%	31.76%	Weaver C. Barksdale Short Dur.	5.76%	5.61%
Goodwin Low Duration Core Plus Fixed Inc.	31.23%	30.54%	Haven Capital Limited Dur.	5.66%	5.27%
Cincinnati Asset Mgmt. Short Dur.	24.23%	23.65%	SGI High Grade Fixed Income	5.54%	5.21%
Steinberg Global Short Dur. Taxable	18.22%		SeaCap Inv. Short Bond	5.49%	5.33%
Cavanal Short Term A or Better	17.30%	16.88%	Scout Fixed Income	5.43%	5.08%
STW Fixed Income Mgmt. Short Dur.	16.57%	16.29%	PIMCO Low Dur. Core Plus Full Auth.	5.41%	4.99%
Transamerica Short Dur.	16.55%	16.23%	Goodwin Low Duration Core Plus Fixed Inc.	5.39%	4.81%

U.S. SA small blend	1-year gross return	1-year net return		5-year gross return	5-year net return
Tieton Small Cap Value	100.23%	98.46%	Morgan Dempsey Small/Micro-Cap Value	10.56%	9.48%
Heartland Small Cap Value Strat.	74.38%	73.00%	Vaughan Nelson Small Cap Value	8.04%	7.02%
Brandywine Domestic Micro-Cap Equity	71.33%		Tieton Small Cap Value	7.80%	6.87%
Becker Small Cap Blend Equity	67.58%	66.27%	The Boston Small Cap Opp. Value Equity	7.80%	6.74%
The Boston SMID Cap Opportunistic Value	67.20%	65.62%	Lord Abbett & Co. Small Cap Value	7.54%	6.47%
The Boston Small Cap Opp. Value Eq. Mgmt.	66.80%	65.21%	ZPR Fundamental Small Cap Value	7.53%	6.12%
SGI Small Cap Value	65.83%	64.11%	The London Co. Small Cap	7.11%	6.61%
Delafield Conc. Value	65.46%	63.47%	Kennedy Capital Mgmt. Small Cap Select	6.93%	5.78%
Shapiro Capital Mgmt. Small Cap Value	65.44%	63.93%	Silvercrest Small Cap Value	6.86%	5.79%
Ariel Small Cap Value	65.34%	63.70%	Fiduciary Mgmt. of Milwaukee Small Cap Equity	6.83%	6.28%

U.S. SA small growth	1-year gross return	1-year net return		5-year gross return	5-year net return
NorthPointe Focused Small Cap Growth	80.97%	79.63%	Insight Conc. Growth	31.25%
Oberweis Concentrated Smidcap Growth	79.77%	78.87%	OMT Capital Mgmt. Select Growth	11.65%	10.68%
OMT Capital Mgmt. Select Growth Strategy	72.38%	71.10%	Brown Capital Small Co. Investment Service	10.05%	9.06%
William Blair Small Cap Growth Team	71.75%	70.11%	NewSouth Capital Mgmt. Small Cap Value	9.75%	9.02%
MFC Global U.S. Small Cap Opp.	69.02%	67.56%	TIS Group U.S. All Cap	9.39%	8.77%
NorthPointe Microcap Growth	67.45%	65.59%	Eaton Vance Small Cap Core Equity	8.83%	7.74%
Eudaimonia Ultra Microcap Growth	67.28%	64.85%	TCW Small Cap Growth	8.74%	7.84%
Artio U.S. Equity Small Cap Strategy	66.91%	65.34%	Insight Small Cap Growth	8.65%	7.44%
Oberweis Small-Cap Opp.	65.49%	64.70%	Driehaus Microcap Growth	8.29%	7.43%
TCW Small Cap Growth	65.17%	63.81%	MindShare Capital Small Cap Turnaround Gro.	7.95%	7.37%

U.S. SA small value	1-year gross return	1-year net return		5-year gross return	5-year net return
WHV Microcap Equity	141.83%	139.63%	James Investment Research Microcap	10.34%	9.05%
Donald Smith & Co. Microcap Value	81.33%	79.21%	Manley Small Cap Value	10.13%	9.61%
Texas First Small Cap Opportunity	75.50%	72.99%	Texas First Small Cap Opportunity	9.44%	8.22%
Brandes U.S. Small Cap Value Equity	74.20%		First Wilshire Securities Mgmt. Mgd. Acct.	8.87%	7.32%
Delafield Value Institutional	64.70%	63.62%	O'Shaughnessy S/C Value - Platform	8.31%
Hotchkis & Wiley Small Cap Value	63.87%	62.92%	Morgan Stanley U.S. Small Cap Value	8.05%	6.67%
Donald Smith & Co. Small Cap Value	61.65%	60.63%	SGI Small-Midcap Value	7.98%	6.79%
Donald Smith & Co. All Equity Accounts Comp.	60.76%	59.79%	Dreman Institutional Small Cap Value	7.47%	6.41%
Schneider Capital Mgmt. Value	59.66%	59.01%	Natixis/Vaughan Nelson Small Value Wrap	6.87%	3.72%
Delafield Value	55.99%	54.56%	GW Capital Small Cap Value	6.15%	5.37%

U.S. SA ultrashort bond	1-year gross return	1-year net return		5-year gross return	5-year net return
Metropolitan West AM AlphaTrak	34.38%	34.34%	FFTW Mortgage Alpha	6.91%	6.52%
FFTW Mortgage Alpha	33.31%	32.74%	The Lara U.S Treasury Bond Mgmt. Prog.	5.02%	4.63%
BlackRock LIBOR	13.26%	12.93%	Wells Capital Short Dur. Taxable 1-3 Year	4.62%	4.42%
Federated Active Cash Broad FI Comp.	11.53%	11.21%	Logan STAMP Cash Plus	4.46%	4.40%
Transamerica Ultra Short Dur.	9.80%	9.48%	MIAM Enhanced Cash	4.29%	4.02%
Metropolitan West AM Ultra Short FI	8.72%	8.55%	Advantus Short Duration Fixed Income	4.05%	3.88%
Advantus Short Dur.	6.42%	6.26%	Smith Graham Enhanced Cash	4.04%	3.84%
Lotsoff Capital Mgmt. InterCap-Enhanced Cash	6.15%	5.78%	Sterling Cash Management	4.02%	3.86%
Logan STAMP Cash Plus	5.10%	5.00%	Fortis Enhanced Cash (ABN AMRO)	3.93%	3.73%
Wells Capital Short Dur. Taxable 1-3 Year	5.10%	4.88%	Chandler Ultra Short Bond	3.87%	3.61%

U.S. SA world allocation	1-year gross return	1-year net return		5-year gross return	5-year net return
UBS Global Frontier Portfolio	67.78%		TCW Worldwide Opportunities	14.29%
TCW Worldwide Opportunities	61.72%		Wellington Diversified Inflation Hedges	9.68%
Wellington Real Asset	43.94%		Wellington Real Asset	9.17%
Wellington Diversified Inflation Hedges	43.75%		Wellington Opportunistic Investment	8.73%
SSgA All International Allocation	41.98%	40.81%	Calamos Global Opportunities Comp.	7.58%	6.57%
Wellington Opportunistic Investment	36.32%		Harding Loevner Multiasset Global	6.88%	5.94%
UBS Global Global Securities Portfolio	35.11%	34.00%	GMO Global Balanced Allocation Strategy	5.86%	5.37%
Calamos Global Opportunities Composite	34.34%	33.15%	Riverplace Capital Balanced Wealth	5.36%	4.70%
Harding Loevner Multiasset Global	28.02%	26.85%	Pyrford Absolute Return	5.25%	4.84%
UBS Global Multiasset Portfolio	27.31%	26.11%	GAM Diversity Strategy	5.02%	3.14%

U.S. SA world bond	1-year gross return	1-year net return		5-year gross return	5-year net return
Franklin Templeton Euro High Yield	50.78%		Franklin Templeton Global Multisector	11.76%	10.30%
Stone Harbor Global High Yield Comp. 70/30	48.20%	47.70%	Capital Guardian Global High Yield FI	10.82%	9.95%
Stone Harbor Global High Yield	45.90%	47.70%	Franklin Templeton Global Bond Plus	10.32%	9.10%
Capital Guardian Global High Yield FI	40.10%	39.15%	Stone Harbor Global High Yield	7.85%	6.94%
Franklin Templeton Global Multisector	35.06%	33.30%	Standish Non-U.S. - U.S.$ Hedged	7.54%	7.20%
AllianceBernstein Global Credit FI	27.32%	26.70%	Standish Global Core Plus - U.S.$ Hedged	7.46%	7.13%
Standish EMD – Local Currency	24.04%	23.58%	Stone Harbor Global High Yield Comp. 70/30	7.28%	6.94%
Putnam Core Global Fixed Income	23.40%	22.82%	Standish Euroland - Euro Hedged	6.05%	5.76%
GMO International Bond Strategy	20.93%	20.60%	Federated Alternative Bear Global FI	5.91%	5.08%
GMO Global Bond Strategy	20.81%	20.28%	PIMCO Non-U.S. Hedged	5.76%	5.27%

U.S. SA world stock	1-year gross return	1-year net return		5-year gross return	5-year net return
DLS Deep Value Opportunities	110.95%	108.96%	WHV International Equity	15.60%	14.42%
ZPR International Equity Global	81.94%		DLS Deep Value Opportunities	15.23%	14.09%
Brandes Global Small Cap Equity	71.89%		Tradewinds Small/Midcap Value Equity	12.80%	11.86%
CBRE Total Return Global REIT-ALPHA-SA	66.49%	65.67%	UBS Global Canada Equity	12.27%	11.92%
Brandes Global Midcap Equity	63.15%		John Hsu Capital Global Top-Down Equity	11.38%	10.80%
Tradewinds Small/Midcap Value Equity	63.12%	61.81%	ZPR International Equity Global	11.29%
WHV Global Equity	62.21%	60.68%	Ativo International	11.11%	9.55%
WHV International Equity	61.64%	60.32%	First Eagle Global Value Equity	9.35%	8.53%
Turner Inv. Conc. Global Growth Equity	61.27%	59.96%	Lazard Global Thematic	8.32%	7.47%
John Hsu Capital Global Top-Down Equity	60.62%	59.87%	Morgan Stanley Global Franchise	8.19%	7.50%
Source: Morningstar Inc.

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