| Top performing managers by category: separate accounts |
| Data are for periods ended Dec. 31, 2009. |
| U.S. SA conservative allocation |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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 |
|---|
| 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.
|
