INTERACTIVE

Top-performing managers by category: commingled accounts

US SA conservative allocation
One-year returns1 year gross return1-year net return  Five-year returns5-year gross return5-year net return
Benefit FCI Life Strat. Conserv. Gro. Class A4.78%4.72%  Manning & Napier Pro-Mix Conserv. Term CIT5.27%5.27%
Manning & Napier Pro-Mix Conserv. Term CIT4.36%4.36%  Associated Bank Balanced Lifestage Fund4.79%4.79%
Capital Preservation ETF Fund 353.99%3.63%  Riversource Trust MT Horizon (50-50) Fund3.76%3.35%
Associated Bank Balanced Lifestage Fund3.83%3.83%  Riversource Trust ST Horizon (25-75) Fund3.49%3.07%
Income ETF Fund 353.80%3.44%  Morley Principal Stable Val. Signature Fund3.30%2.42%
Riversource Trust ST Horizon (25-75) Fund3.55%3.13%
Riversource Trust MT Horizon (50-50) Fund3.11%2.70%
Morley Princ Stable Value Signature Fund2.26%1.39%
Stadion Conservative Fund, Class 12.10%1.40%
 
 
US SA diversified emerging markets
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
William Emerging Markets Growth CIT-0.48%-1.53%  LSV Emg. Mkts. Val. Eq. Fund LP10.05%9.01%
Templeton Int'l Emerging Market CF-4.53%-5.66%  Baillie Gifford Overseas Emg. Mkts. Fund7.84%7.30%
Baillie Gifford Overseas Emg. Mkts. Fund-5.68%-6.13%  QMA Emerging Markets Equity Fund6.38%5.53%
KBI Inst'l Dividend Plus Emg. Mkts. Fund-5.88%-6.49%  City of London Global Emg. Mkts. Fund6.27%4.95%
LSV Emg. Mkts. Val. Eq. Fund LP-7.73%-8.62%  The Boston Emerging Markets Equity CF5.69%4.54%
Eaton Vance (EV) Structured Emerging Mkts. CIT-7.73%-8.53%  Templeton Int'l Emg. Mkt. CF5.35%4.20%
QMA Emerging Markets Equity Fund-8.28%-8.88%  Invesco (IVZ) Emerging Markets Equity Trust4.97%3.82%
WTRISC Emg. Markets Eq. Index ETF Fund 0-8.36%-8.36%  WTRISC Emg. Markets Eq. Index ETF Fund 04.78%4.78%
T. Rowe Price Emerging Mkts. Equity Trust-8.39%-9.31%  BlackRock (BLK) MSCI Emg. Mkt. Free Index4.49%4.26%
BlackRock MSCI Emg. Mkt. Free Index-8.89%-9.07%  T. Rowe Price Emerging Mkts. Equity Trust3.32%2.27%
 
 
US SA foreign large blend
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
Artisan International Growth Trust4.48%3.64%  Wellington CIF II Unconstrained Themes0.94%-0.17%
J.P. Morgan EAFE Plus CIT-1.78%-2.47%  Comerica Foreign Equity CIT - Inst'l Class0.08%0.08%
PGI Diversified International Equity Fund-2.41%-2.41%  J.P. Morgan EAFE Plus CIT-0.70%-1.38%
Wellington CIF II Int'l Research Eq. S1-2.61%-3.28%
BlackRock Curr. Hedged EAFE Index CF-3.93%-4.07%
Christian Bros. CUIT Int'l Equity Class B-3.96%-5.11%
Christian Bros. CUIT Int'l Equity Class A-3.96%-5.48%
Pyramis Select International Rep.-4.48%-5.15%
Pyramis International Growth Rep.-4.75%-5.42%
Wells Fargo Int'l Equity Index CF G-5.38%-5.38%
 
 
US SA foreign large growth
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
MFS International Growth Equity CIT2.18%2.10%  Barings Focused International Equity1.21%0.53%
Barings Focused International Equity0.86%0.16%  WTFSC International Growth Port. Class 0-1.47%-1.77%
Invesco International Growth Eq. Trust0.12%-0.68%  Riversource Trust Int'l Equity Index II-3.26%-3.67%
William Blair International Growth CIT-1.15%-1.95%
WTFSC International Growth Port. Class 0-4.66%-4.96%
Riversource Trust Int'l Equity Index II-5.37%-5.77%
 
 
US SA foreign large value
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
KBI Dividend Plus Glob. Developed Eq.2.59%1.98%  Wellington CIF Global Value3.00%2.23%
Wells Fargo Disciplined Int'l Core Eq. CF GN/A-5.00%  KBI Dividend Plus Glob. Developed Eq.0.55%-0.09%
Wellington CIF Global Value-0.53%-1.27%  Templeton Int'l Foreign CF-0.61%-1.36%
Brandes International Equity Fund 1-4.46%-4.93%  Amalg. Bank LongView Int'l Eq. Fund-0.64%-1.51%
The Boston International Core CF-4.62%-5.38%  The Boston TBC ACWI ex-U.S. CF-1.88%-2.84%
WTFSC Overseas Equity Portfolio Class 0-4.65%-4.81%  Invesco International Equity Trust-2.52%-3.30%
Pictet International Equity Fund LLC-4.86%-5.67%  The Boston Non-U.S. Value CF-2.88%-3.66%
QMA Int'l Quantitative Core Eq. Fund-5.14%-5.66%  Mellon Capital EB DL Int'l Stock Index Fund-3.15%-3.32%
Mellon Capital EB DL Int'l Stock Index Fund-5.27%-5.40%  WTFSC Overseas Equity Portfolio Class 0-3.59%-3.75%
  Pictet International Equity Fund LLC-3.60%-3.91%
 
 
U.S. SA global real estate
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
Presima Global Relative Return6.78%6.67%  Invesco Global REITs Trust-3.25%-4.03%
Invesco Global REITs Trust4.28%3.45%  Presima Global Relative Return-3.32%-3.35%
RREEF Glob. RE Secs. Commingled Fund1.03%1.03%  BlackRock Ex-U.S. Real Estate Index-6.47%-6.61%
Invesco Global ex-U.S. REITs Trust-3.50%-4.27%
BlackRock Ex-U.S. Real Estate Index-3.91%-4.11%
 
 
U.S. SA high-yield bond
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
Shenkman PrimU.S. HighYield CF7.00%6.09%  Neuberger Berman High Yield Fund LLC9.66%9.06%
Pyramis High Yield Core Institutional CF6.27%5.74%  Shenkman PrimU.S. HighYield CF7.86%6.94%
Neuberger Berman High Yield Fund LLC5.31%4.74%  JPMCB High Yield Fund - CF7.57%7.03%
JPMCB High Yield Fund - CF5.08%4.53%  Pyramis High Yield Core Institutional CF7.54%7.00%
Loomis Sayles High Yield Conserv. Class B3.48%2.80%
 
 
U.S. SA intermediate government
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
AFL-CIO Housing Inv. Trust AFL-CIO CF7.72%7.26%  AFL-CIO Housing Inv. Trust AFL-CIO CF6.61%6.16%
Pyramis Mortgage-Backed Securities7.55%7.25%  Pyramis Mortgage-Backed Securities6.47%6.18%
RiverSource Trust Government Income6.69%6.69%  RiverSource Trust Government Income6.06%6.06%
Wells Fargo Interm. Gov't/Credit Bond Index CF G6.17%6.17%  Wells Fargo Interm. Gov't/Credit Bond Index CF G5.75%5.75%
 
 
U.S. SA intermediate-term bond
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
Associated Bank Intermediate Bond Fund9.70%9.70%  J.P. Morgan Core Bond Fund - CF7.90%7.42%
Christian Bros. Interm. Divers. Bond Class A8.88%8.01%  Christian Bros. Interm. Divers. Bond Class A7.88%7.26%
BlackRock Gov't/Credit Bond Index CF8.65%8.57%  Associated Bank Intermediate Bond Fund7.63%7.63%
Invesco Core PlU.S. Fixed Income Trust8.44%8.25%  Invesco Intermediate Bond Trust7.16%7.13%
J.P. Morgan Core Bond Fund - CF8.40%8.08%  Pyramis Core PlU.S. Pool6.87%6.57%
Amalg. Bank Longview Core Bond Index8.10%7.97%  First Midwest Trust Co. EB Fix.-Inc. CF6.85%6.85%
Goldman Sachs U.S. Core PlU.S. FI CIT8.09%8.01%  Amalg. Bank Longview Core Bond Index6.85%6.71%
Amalg. Bank LongView Core Bond Veba8.05%7.92%  T. Rowe Price U.S. Bond Enhanced Index Trust6.69%6.51%
Pyramis Core PlU.S. Pool8.04%7.73%  Amalg. Bank LongView Core Bond Veba6.69%6.58%
RhumbLine Lehman Aggregate Bond CF7.98%7.98%  Goldman Sachs U.S. Core PlU.S. FI CIT6.65%6.60%
 
 
U.S. SA large blend
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
BlackRock Alpha Tilts Fund CF15.31%14.80%  Mellon Capital EB DO Large Cap Core Fund3.70%3.06%
BlackRock Russ 1000 Alpha Tilts CF14.46%13.95%  Wells Fargo Large Cap Intrinsic Val. CF G3.66%3.66%
BlackRock Alpha Advantage 300014.26%13.83%  Wellington CIF II Large Cap Research S13.32%2.72%
Mellon Capital EB DO Large Cap Core Fund11.85%11.02%  Riversource Trust LT Horizon (80:20) Fund3.27%2.86%
Wellington CIF II Large Cap Research S111.06%10.36%  Wellington CIF U.S. Research Equity3.25%2.63%
Wellington CIF U.S. Research Equity10.82%10.16%  First Midwest Trust Co. EB Eq. CF2.75%2.75%
First Midwest Trust Co. EB Eq. CF9.77%9.77%  Pyramis Large Cap Core Pool2.58%1.86%
Amalg. Bank LongView Quant. LC CF9.46%9.14%  The Vanguard Total Stock Market Index2.56%2.53%
Amalg. Bank LongView LC Quant. VEBA Fd.9.28%8.95%  QMA Wilshire 5000 Indexing CF2.45%2.35%
WTFSC S&P 500 Index Portfolio Class 08.74%8.67%  RhumbLine Russell 1000 Pooled Index CF2.39%2.38%
 
 
U.S. SA large growth
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
Pyramis Earnings Growth Pool13.36%12.58%  ING Large Cap Growth R1000G CIT8.24%7.60%
ING Large Cap Growth R1000G CIT13.23%12.61%  Wells Fargo Strategic Lg. Cap Growth CF G7.46%7.46%
Wells Fargo Strategic Lg. Cap Growth CF G13.20%13.20%  Benefit Meritage Growth Equity Fund6.43%5.44%
BlackRock Equity Growth Fund CF11.75%11.66%  WTFSC Aggressive Growth Portfolio Class 06.42%6.33%
The Vanguard Russell 1000 Growth Index11.04%11.04%  Pyramis Earnings Growth Pool5.24%4.50%
Christian Bros. CUIT Growth Fund - Class A9.51%8.09%  WTFSC Large Co. Domestic Growth Class 05.07%4.97%
Nuveen Winslow Large Cap Growth Class I9.08%8.47%  Christian Bros. CUIT Growth Fund- Class A4.97%3.74%
WTFSC Large Co. Domestic Growth Class 08.73%8.63%  BlackRock Equity Growth Fund CF4.90%4.82%
Wellington CIF II Diversified Growth S18.11%7.60%  Wellington CIF II Growth S14.73%4.15%
Benefit Meritage Growth Equity Fund7.80%6.78%  Schwab Inst'l Lg. Cap Growth Trust Fund-Inst'l2.83%2.15%
 
 
U.S. SA large value
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
Artisan Value Equity11.13%10.69%  Orleans Performance Strategic Dividend3.54%3.54%
Invesco U.S. Quantitative Core Trust10.94%10.33%  Brandywine Diversified Lg. Cap Val. BIT2.56%1.91%
Brandywine Diversified Lg. Cap Val. BIT10.82%10.00%  Invesco U.S. Quantitative Core Trust2.29%1.77%
QMA Quantitative Core Equity CF9.01%8.63%  Graham & Dodd Fund LP2.16%2.12%
American Century U.S. Value Yield CIT8.80%8.31%  Associated Bank Equity Income Fund1.89%1.89%
Mellon Capital EB DL Lg. Cap Stock Index Fund7.59%7.46%  Robeco WPG Large Cap Disc. Eq. Trust1.83%1.42%
Robeco BP Large Cap Value Eq. TRC Trust7.53%6.95%  QMA Quantitative Core Equity CF1.70%1.35%
Robeco WPG Large Cap Disc. Eq. Trust6.87%6.33%  Westwood Mgmt. Corp. Lg.-Cap Eq. (EB) CF1.68%1.29%
MFS Large Cap Value CIT6.78%6.40%  T. Rowe Price Equity Income Trust1.58%0.96%
Wells Fargo Large Cap Value CF G6.50%6.50%  Wells Fargo Large Cap Value CF G1.06%1.06%
 
 
U.S. SA long government
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
BlackRock 20+ Treas Bond Index CF26.88%26.82%  BlackRock 20+ Treasury Bond Index CF9.58%9.52%
BlackRock Long Gov't Bond Index Fund CF23.14%23.08%  BlackRock Long Gov't Bond Index Fund CF9.46%9.41%
Wells Fargo Liability Driven Sol. II CF G18.85%18.85%  Wells Fargo Bond Index CF G6.36%6.36%
Wells Fargo Liability Driven Sol. I CF G8.63%8.63%  Wells Fargo U.S. Agg. Bond Index CF G6.30%6.30%
Wells Fargo Bond Index CF G8.59%8.59%
Wells Fargo U.S. Agg. Bond Index CF G7.72%7.72%
 
 
U.S. SA long/short equity
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
BlackRock Alpha Advantage 50014.91%14.51%  Camden Equity Overlay Fund LLC3.11%2.46%
Camden Equity Overlay Fund LLC7.97%7.88%  Pyramis U.S. Equity Market Neutral2.54%1.48%
Pyramis U.S. Equity Market Neutral1.56%0.45%  BlackRock Alpha Advantage 5001.91%1.63%
 
 
U.S. SA long-term bond
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
Pyramis Long Duration CIT20.52%20.23%  WTFSC Long Duration Portfolio Class 011.25%11.14%
Pyramis Long Corporate Pool18.23%17.94%  Pyramis Long Duration CIT9.54%9.45%
BlackRock Long Corp. Bond Index CF17.35%17.25%  Mellon Capital EB LT Credit Bond Index Fund8.45%8.36%
Mellon Capital EB LT Credit Bond Index Fund17.22%17.12%  BlackRock Long Corp Bond Index CF8.44%8.35%
WTFSC Long Duration Portfolio Class 016.91%16.80%  WTFSC Fixed Income Index Portfolio Class 06.35%6.26%
Loomis Sayles Inv. Grade Bond Trust Class B8.45%7.97%  WTFSC Strategic Bond Portfolio Class 06.02%5.93%
WTFSC Strategic Bond Portfolio Class 08.38%8.28%
WTFSC Fixed Income Index Portfolio Class 07.79%7.70%
Brandes Core PlU.S. Fixed Income Fund 17.03%6.71%
Wells Fargo Total Return Bond CF GN/A9.01%
 
 
U.S. SA midcap blend
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
BlackRock Russell 3000 Alpha Tilts CF13.83%13.32%  Pyramis Small/Mid Cap Core Pool8.15%7.45%
Burgundy U.S. Small/Mid Cap Fund9.67%8.70%  Westwood Mgmt. Corp. SMid (EB) CF7.59%7.17%
BlackRock Extended Alpha Tilts CF7.72%7.23%  The Boston Mid-Cap Opp. Value Equity CF6.82%5.97%
BlackRock U.S. Equity Mkt. Fund CF7.43%7.34%  Burgundy U.S. Small/Mid Cap Fund6.58%5.70%
Mellon Capital EB DO Mid Cap Core Fund4.44%3.78%  Amalg. Bank Longview Quant. Mid Cap CF6.04%5.46%
RAM Small/Mid-Cap Fund LLC4.31%3.27%  QMA Mid-cap Quantitative Core Equity CF5.74%5.16%
Amalg. Bank Longview Quant. Mid Cap CF3.66%3.09%  Comerica MidCap 400 - Inst'l Class5.03%5.03%
QMA Mid-cap Quantitative Core Equity CF3.07%2.50%  Mellon Capital EB DO Mid Cap Core Fund4.98%4.22%
Comerica MidCap 400 - Inst'l Class2.75%2.75%  BlackRock Mid Cap Eq. Index Fund CF4.90%4.84%
BlackRock Extended Mkt. Fund CF2.37%2.29%  Riversource Trust Mid Cap Index Fund II4.78%4.42%
 
 
U.S. SA midcap growth
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
Wells Fargo Small-Mid Growth CF G7.71%7.71%  WTFSC Mid-Cap Growth Portfolio Class 07.58%7.52%
WTFSC Mid-Cap Growth Portfolio Class 06.08%6.00%  Wells Fargo Small-Mid Growth CF G7.24%7.24%
Frontier Smid Research Fund LP0.37%-0.74%  Wellington CIF II Mid Cap Opportunity S15.68%5.01%
Wellington CIF II Mid Cap Opportunity S10.06%-0.60%  Columbia Trust Mid Cap Growth Fund C4.97%3.93%
Wellington CIF II Mid Cap Growth S1-1.81%-2.54%  Frontier Smid Research Fund LP4.51%3.50%
TCW SMID Cap Growth Collective Trust-6.34%-7.06%  Wellington CIF II Mid Cap Growth S13.98%3.24%
Columbia Trust Mid Cap Growth Fund C-7.24%-8.16%
 
 
U.S. SA midcap value
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
Wells Fargo Small-Mid Value CF G7.34%7.34%  Speece Thorson Value Fund5.40%4.50%
American Century U.S. Mid Cap Value CIT5.57%4.93%  WTFSC Mid Cap Fundamental Val. Port. Class 04.10%4.02%
Speece Thorson Value Fund5.23%4.60%  Wells Fargo Small-Mid Value CF G4.03%4.03%
Robeco WPG Mid-Cap Disc. Eq. Trust1.54%0.81%  Robeco WPG Mid-Cap Disc. Eq. Trust1.29%0.57%
WTFSC Mid Cap Fundamental Val. Port. Class 00.60%0.52%
 
 
U.S. SA moderate allocation
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
WTFSC Balanced Portfolio Class 010.82%10.72%  WTFSC Strategic Balanced Portfolio Class 05.73%5.65%
Riversource Trust Core Balanced Fund II8.65%8.22%  WTFSC Balanced Portfolio Class 04.99%4.89%
WTFSC U.S. Allocation Portfolio Class 07.78%7.72%  The LASSO Fund 704.09%3.36%
PIMCO All Asset Collective Trust6.26%5.24%  Manning & Napier Pro-Mix Mod. Term CIT3.96%3.96%
Christian Bros. CUIT Balanced Fund5.97%5.15%  Columbia Trust Sm./Mid Cap Growth Fund A3.94%2.91%
Benefit FCI Life Strategy Mod. Gro. Class A4.96%4.96%  Christian Bros. CUIT Balanced Fund3.84%2.96%
Benefit FCI Life Strategy Growth Fund Class A4.85%4.85%  Manning & Napier Pro-Mix Extend. Term CIT3.79%3.79%
DAI AA Moderate Growth Portfolio 1003.93%2.90%  Riversource Trust Core Balanced Fund II3.78%3.37%
Income & Growth ETF Fund 353.82%3.46%  Riversource Trust LT Horizon (65:35) Fund3.57%3.16%
MG Trust Ret. FocU.S. Mod. Bal. Inst'l Class3.54%3.09%  WTFSC U.S. Allocation Portfolio Class 01.60%1.54%
 
 
U.S. SA money market taxable
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
Keybank NA EB Money Market Fund0.25%0.25%  Keybank NA EB Money Market Fund1.61%1.54%
Riversource Trust Money Market Fund0.10%0.10%  Riversource Trust Money Market Fund1.38%1.38%
Riversource Trust U.S. Gov't Securities I0.05%0.05%  Riversource Trust U.S. Gov't Securities I1.27%1.27%
Wells Fargo Short-Term Investment CF G%0.24%  Wells Fargo Short-Term Investment CF G%1.41%
 
 
U.S. SA multisector bond
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
Pyramis Investment Grade Credit Rep.10.14%9.86%  Pyramis Investment Grade Credit Rep.7.76%7.49%
Wellington CIF II Core Bond S19.11%8.84%  Wellington CIF II Core Bond Plus7.50%6.75%
Wellington CIF II Core Bond Plus8.82%8.13%  BlackRock CoreActive Bond Fund7.05%6.92%
Navigator Fixed Income Fund 18.71%7.53%  Wellington CIF II Core Bond S16.83%6.54%
BlackRock CoreActive Bond Fund8.71%8.57%
Camden Bonds PlU.S. LLC8.69%8.22%
Pyramis Broad Market Duration Pool8.09%7.82%
Loomis Sayles Multisector Full Discret. CIT7.10%6.50%
 
 
U.S. SA real estate
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
Adelante Total Return Fund LLC15.17%14.04%  Real Estate Mgmt. Svcs. RE Value Opp.6.58%4.86%
PRREF CIT14.95%13.77%  Invesco U.S. REITs Trust1.25%0.49%
WTFSC Total Return REIT Portfolio Class 014.86%14.65%  WTFSC Total Return REIT Portfolio Class 01.10%0.91%
Invesco U.S. REITs Trust13.51%12.67%  Pyramis U.S. Real Estate Inv. Trust CIT0.84%0.18%
BlackRock U.S. Real Estate Sec. Index13.13%13.00%  BlackRock U.S. Real Estate Sec. Index-0.81%-0.94%
Washington Capital Mgmt. Real Estate Eq.12.75%11.64%  Washington Capital Mgmt. Real Estate Eq.-1.33%-2.31%
Pyramis U.S. Real Estate Inv. Trust CIT11.38%10.72%  Adelante Total Return Fund LLC-1.94%-2.92%
Real Estate Mgmt. Svcs. RE Value Opp.8.98%7.43%  PRREF CIT-2.92%-3.44%
 
 
U.S. SA retirement income
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
The Vanguard Target Retire. Income CIT7.28%7.28%  BlackRock LifePath Retirement CF5.15%4.63%
The Vanguard Target Retire. Income Trust II7.22%7.22%  Schwab Managed Retire. Trust Fund Inc. I4.99%4.05%
BlackRock LifePath Retirement CF6.80%6.27%  BlackRock - LifePath Index Retirement CF4.80%4.59%
Principal Trust Income I6.78%6.72%  Comerica Destination Fund Retire. Inst'l Class4.32%4.32%
Mellon Capital EB Retirement Income Fund5.86%5.86%
BlackRock - LifePath Index Retirement CF5.81%5.60%
Schwab Managed Retirement Trust Fund Inc. I5.74%4.81%
Putnam Retirement Advantage Maturity VII5.29%4.31%
Putnam Retirement Advantage Maturity I5.22%4.70%
T. Rowe Price Retirement Income Trust5.11%5.11%
 
 
U.S. SA short government
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
Riversource Trust Short Dur. U.S. Gov't Fund I3.88%3.88%  Riversource Trust Short Dur. U.S. Gov't Fund I5.13%5.13%
BlackRock 1-3 Yr. Gov't Bond Index CF1.61%1.56%  BlackRock 1-3 Yr. Gov't Bond Index CF3.65%3.59%
WTRISC Short-term Bond Index ETF Fund 61.37%1.30%  WTRISC Short-term Bond Index ETF Fund 63.30%3.24%
 
 
U.S. SA short-term bond
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
Amalgamated Ultra Construction Loan9.94%8.90%  Washington Capital Mgmt. Mortgage Inc. CF6.03%5.36%
Washington Capital Mgmt. Mortgage Inc. CF4.74%4.06%  WTFSC Short Duration Portfolio Class 04.78%4.68%
WTFSC Short Duration Portfolio Class 03.21%3.11%  Christian Bros. RCT Short Bond Fund4.43%4.03%
Christian Bros. RCT Short Bond Fund3.03%2.52%  Pyramis Short Duration Pool2.78%2.53%
Pyramis Short Duration Pool2.59%2.34%  Amalgamated Ultra Construction Loan-12.18%-12.70%
 
 
U.S. SA small blend
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
Frontier Small Cap Value LP9.59%7.34%  Frontier Small Cap Value LP9.80%8.51%
RAM Small-Cap Trust7.18%6.11%  WTFSC Small Comp. Diversified Value Class 07.40%7.27%
Mellon Capital EB DL Small Cap Core Fund6.58%5.91%  RhumbLine S&P 600 CF5.71%5.71%
Comerica SmallCap 600 - Inst'l Class5.17%5.17%  Comerica SmallCap 600 - Inst'l Class5.05%5.05%
Amalg. Bank LongView 600 SC Index CF4.95%4.90%  ING Small Cap Core CIT4.92%4.10%
RhumbLine S&P 600 CF4.89%4.89%  Pyramis Small Cap Core Pool4.79%3.95%
Wellington CIF II Small Cap 2000 S13.77%2.88%  RAM Small-Cap Trust4.14%3.10%
ING Small Cap Core CIT3.69%2.91%  Amalg. Bank LongView 600 SC Index CF3.63%3.59%
Pyramis Small Cap Core Pool3.60%2.77%  WTRISC Small Cap Index ETF Fund 63.28%3.21%
Schwab Inst'l Small Cap Trust Fund-Inst'l1.96%1.29%  Wellington CIF II Small Cap Opps.2.92%2.08%
 
 
U.S. SA small growth
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
WTFSC Small Co. Growth Port. Class 07.08%6.99%  WTFSC Small Co. Growth Port. Class 07.86%7.77%
Washington Capital Mgmt. Sm.-Cap Gro. Eq. CF4.20%3.26%  Pyramis Small Company Pool6.29%5.44%
Putnam U.S. Small Cap Growth1.95%1.09%  Hillsdale U.S. Performance Equity Fund5.67%3.96%
Hillsdale U.S. Performance Equity Fund1.93%0.10%  Putnam U.S. Small Cap Growth5.07%4.17%
Pyramis Small Company Pool1.09%0.28%  WTRISC Small Cap Growth Index ETF Fund 64.92%4.86%
The Vanguard Russell 2000 Growth Index0.95%0.95%  The Vanguard Russell 2000 Growth Index4.48%4.48%
WTRISC Small Cap Growth Index ETF Fund 60.22%0.16%  Washington Cap. Mgmt. Sm.-Cap Gro. Eq. CF4.29%3.33%
TCW Small Cap Growth Collective Trust-8.23%-8.94%
Eaton Vance Small Cap Core Eq. CIT-14.97%-15.67%
 
 
U.S. SA small value
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
QMA All Cap Quantitative Core Equity Fund8.28%7.90%  The Boston Small Cap Opp. Val. Eq. Mgmt. CF10.22%9.15%
KeyBank EB Small Cap Value Fund3.76%2.68%  WTFSC Small Co. Value Portfolio Class 05.47%5.38%
WTFSC Small Co. Value Portfolio Class 02.77%2.69%  Invesco U.S. Quantitative Small Core Trust2.83%2.76%
Invesco U.S. Quantitative Small Core Trust1.51%1.15%  Invesco U.S. Quantitative Sm. Value Trust2.52%1.72%
Invesco U.S. Quantitative Sm. Value Trust1.32%0.57%  QMA All Cap Quantitative Core Eq. Fund1.82%1.47%
Brandywine Diversified Small Cap Val. Eq.1.10%0.30%  WTRISC Small Cap Value Index ETF Fund 60.89%0.83%
WTRISC Small Cap Value Index ETF Fund 6-0.15%-0.21%  The Vanguard Russell 2000 Value Index0.22%0.22%
The Vanguard Russell 2000 Value Index-0.87%-0.87%  Brandywine Diversified Small Cap Val. Eq.-0.86%-1.58%
The Boston Small Cap Opp. Val. Eq. Mgmt. CF-4.22%-5.17%
 
 
U.S. SA stable value
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
Schwab Stable Value Fund-Retirement4.68%4.15%  Galliard Managed Income Fund4.32%4.06%
Putnam Stable Value Fund3.45%3.45%  Putnam Stable Value Fund4.10%4.10%
WTRISC CIT III for Metlife GAC 25554 253.33%2.78%  Schwab Stable Value Fund-Retirement4.00%3.49%
Galliard Managed Income Fund3.06%2.80%  Riversource Trust Stable Capital Fund3.72%3.72%
Galliard Retirement Income Fund 353.05%2.69%  Wells Fargo Stable Return CF G3.57%3.19%
The Vanguard Retirement Savings Trust2.89%2.89%  Invesco Stable Value Trust CF3.39%3.06%
ING Stable Value Fund 502.69%2.18%  Morley Stable Value Fund (15)3.23%3.07%
Riversource Trust Stable Capital Fund2.56%2.56%  Keybank EB MaGIC Fund3.20%2.69%
Wells Fargo Stable Return CF G2.36%1.95%  Riversource Trust Income Fund I3.06%3.06%
Keybank EB MaGIC Fund2.24%1.73%  FFTW Income PlU.S. Fund A2.96%2.45%
 
 
U.S. SA target date 2000-2010
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
First Trust-Target Date Fund 2010, R17.22%7.22%  J.P. Morgan Comm. Pension Sr2010 C Class4.44%4.03%
The Vanguard Target Retire. 2010 CIT6.33%6.33%  J.P. Morgan Comm. Pension Sr. Inc. C Class4.21%4.60%
The Vanguard Target Retire.-2010 Trust II6.24%6.24%  Schwab Managed Retire. Trust Fund 2010 I3.67%2.75%
Callan Glidepath 2005 Fund 206.09%5.84%
Principal Trust Target 2010 I6.05%6.01%
J.P. Morgan Commingled Pension Sr2010 C Class6.04%5.62%
Schwab Indexed Retirement Trust Fund 20106.04%5.86%
T. Rowe Price - Retirement 2005 Trust5.39%5.39%
T. Rowe Price - Retirement 2010 Trust5.25%5.25%
Schwab Managed Retirement Trust Fund 2010 I4.93%3.99%
 
 
U.S. SA target date 2011-2015
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
BlackRock LifePath 2015 CF6.13%5.61%  Comerica Destination Fund 2015 Inst'l Class3.78%3.78%
Principal Trust Target 2015 I5.69%5.60%  BlackRock LifePath 2015 CF3.77%3.26%
The Vanguard Target Retire. 2015 CIT5.48%5.48%  BlackRock - LifePath Index 2015 CF3.67%3.55%
Schwab Indexed Retirement Trust Fund 20155.30%5.10%
BlackRock - LifePath Index 2015 CF5.11%4.90%
Putnam Retirement Advantage 2015 I5.06%4.54%
Target Date 2015 Fund 355.05%4.70%
T. Rowe Price - Retirement 2015 Trust5.02%5.02%
Comerica Destination Fund 2015 Inst'l Class4.47%4.47%
Schwab Managed Retirement Trust Fund 2015 I4.03%3.13%
 
 
U.S. SA target date 2016-2020
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
Target Date 2020 Fund 355.83%5.49%  J.P. Morgan Comm. Pension Sr2020 C Class4.15%3.53%
J.P. Morgan Commingled Pension Sr2020 C Class5.74%5.11%  BlackRock LifePath 2020 CF3.16%2.65%
BlackRock LifePath 2020 CF5.61%5.08%  BlackRock - LifePath Index 2020 CF3.15%2.95%
Principal Trust Target 2020 I5.38%5.32%  Schwab Managed Retire. Trust Fund 2020 I2.61%1.71%
The Vanguard Target Retire. 2020 CIT4.97%4.97%
Schwab Indexed Retirement Trust Fund 20204.92%4.72%
The Vanguard Target Retire. 2020 Trust II4.90%4.90%
T. Rowe Price - Retirement 2020 Trust4.80%4.80%
Putnam Retirement Advantage 2020 I4.57%4.04%
First Trust-Target Date Fund 2020, R14.50%4.50%
 
 
U.S. SA target date 2021-2025
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
Target Date 2025 Fund 605.28%4.68%  Comerica Destination Fund 2025 Inst'l Class3.35%3.35%
BlackRock LifePath 2025 CF5.11%4.59%  BlackRock - LifePath Index 2025 CF2.71%2.51%
Principal Trust Target 2025 I5.04%4.99%  BlackRock LifePath 2025 CF2.55%2.04%
Comerica Destination Fund 2025 Inst'l Class4.88%4.88%  J.P. Morgan Comm. Pension Sr2025 C Class2.40%3.35%
Schwab Indexed Retirement Trust Fund 20254.53%4.36%
The Vanguard Target Retire. 2025 CIT4.51%4.51%
T. Rowe Price - Retirement 2025 Trust4.49%4.49%
BlackRock - LifePath Index 2025 CF4.01%3.80%
Putnam Retirement Advantage 2025 I3.82%3.29%
Schwab Managed Retire. Trust Fund 2025 I3.01%2.09%
 
 
U.S. SA target date 2026-2030
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
Principal Trust Target 2030 I4.82%4.79%  J.P. Morgan Comm. Pension Sr2030 C Class3.10%2.36%
Target Date 2030 Fund 354.77%4.43%  BlackRock LifePath 2030 CF2.01%1.50%
BlackRock LifePath 2030 CF4.68%4.16%  Schwab Managed Retire. Trust Fund 2030 I1.72%0.81%
J.P. Morgan Commingled Pension Sr2030 C Class4.37%3.65%
Schwab Indexed Retirement Trust Fund 20304.28%4.08%
T. Rowe Price - Retirement 2030 Trust4.24%4.24%
The Vanguard Target Retire. 2030 CIT4.06%4.06%
Mellon/EB Target Maturity 2030 Fund3.27%3.27%
Putnam Retirement Advantage 2030 I3.06%2.54%
Putnam Retirement Advantage 2030 VII3.04%2.10%
 
 
U.S. SA target date 2031-2035
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
Comerica Destination Fund 2035 Inst'l Class4.89%4.89%  Comerica Destination Fund 2035 Inst'l Class2.76%2.76%
Principal Trust Target 2035 I4.56%4.54%  BlackRock - LifePath Index 2030 CF2.27%2.06%
Principal Trust Target 2035 I104.56%4.42%  BlackRock - LifePath Index 2035 CF1.85%1.64%
Target Date 2035 Fund 604.27%3.67%  BlackRock LifePath 2035 CF1.48%0.98%
BlackRock LifePath 2035 CF4.21%3.69%  J.P. Morgan Comm. Pension Sr2035 C Class1.26%2.46%
T. Rowe Price - Retirement 2035 Trust4.05%4.05%
Schwab Indexed Retirement Trust Fund 20353.95%3.76%
The Vanguard Target Retire. 2035 CIT3.60%3.60%
BlackRock - LifePath Index 2030 CF3.47%3.26%
Putnam Retirement Advantage 2035 I3.19%2.68%
 
 
U.S. SA target date 2036-2040
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
Principal Trust Target 2040 I4.34%4.30%  BlackRock - LifePath Index 2040 CF1.45%1.24%
T. Rowe Price - Retirement 2040 Trust3.97%3.97%  Schwab Managed Retire. Trust Fund 2040 I1.25%0.37%
BlackRock LifePath 2040 CF3.92%3.40%  J.P. Morgan Comm. Pension Sr2040 C Class1.08%2.21%
Schwab Indexed Retirement Trust Fund 20403.78%3.61%  BlackRock LifePath 2040 CF1.02%0.52%
Target Date 2040 Fund 353.66%3.32%
The Vanguard Target Retire. 2040 CIT3.58%3.58%
Putnam Retirement Advantage 2040 I3.37%2.84%
Putnam Retirement Advantage 2040 VII3.20%2.26%
Putnam Retirement Advantage 2035 VII3.18%2.25%
Mellon/EB Target Maturity 2040 Fund2.91%2.91%
 
 
U.S. SA target date 2041-2045
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
Comerica Destination Fund 2045 Inst'l Class4.89%4.89%  Comerica Destination Fund 2045 Inst'l Class2.86%2.86%
Principal Trust Target 2045 I4.26%4.23%  BlackRock - LifePath Index 2045 CF1.06%0.85%
T. Rowe Price - Retirement 2045 Trust4.06%4.06%  J.P. Morgan Comm. Pension Sr2045 C Class0.98%2.22%
Schwab Indexed Retirement Trust Fund 20453.75%3.58%  BlackRock LifePath 2045 CF0.55%0.05%
Target Date 2045 Fund 753.73%2.98%
The Vanguard Target Retire. 2045 CIT3.63%3.63%
BlackRock LifePath 2045 CF3.52%3.01%
Putnam Retirement Advantage 2045 I3.28%2.76%
Putnam Retirement Advantage 2045 VII3.22%2.30%
BlackRock - LifePath Index 2045 CF2.18%1.98%
 
 
U.S. SA target date 2050+
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
Principal Trust Target 2050 I4.19%4.15%  Schwab Managed Retire. Trust Fund 2050 I1.24%0.36%
Principal Trust Target 2055 I4.16%4.12%
T. Rowe Price - Retirement 2050 Trust4.07%4.07%
T. Rowe Price - Retirement 2055 Trust4.06%4.06%
The Vanguard Target Retire.2055 CIT3.87%3.87%
The Vanguard Target Retire. 2055 Trust II3.84%3.84%
The Vanguard Target Retire. 2050 CIT3.61%3.61%
The Vanguard Target Retire. 2050 Trust II3.56%3.56%
Schwab Indexed Retirement Trust Fund 20503.55%3.38%
Putnam Retirement Advantage 2050 I3.37%2.85%
 
 
U.S. SA world allocation
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
AQR Capital Global Risk Premium 10 Vol.8.90%8.49%  AQR Capital Global Risk Premium 10 Vol.8.08%7.65%
WTFSC Multi-Asset Portfolio Class 02.51%2.47%  WTFSC Multi-Asset Portfolio Class 01.36%1.32%
WTFSC Global Securities Portfolio Class 01.31%1.06%  WTFSC Global Securities Portfolio Class 01.22%0.98%
Navigator Conserv. Growth (w/ Sentry) Fund 10.29%-0.81%
Navigator Growth Fund 1-1.95%-2.04%
Navigator Moderate Growth (w/ sentry) Fund 1-5.12%-6.16%
Wellington CIF II Divers. Infl. Hedge S1-8.85%-9.64%
 
 
U.S. SA world stock
One-year returns1-year gross return1-year net return  Five-year returns5-year gross return5-year net return
Burgundy Global Focused Opportunities11.17%10.34%  Wellington CIF Global Contrarian Equity2.31%2.22%
KBI Water Strategy4.33%3.45%  KBI Water Strategy1.74%0.85%
Mellon Capital EB DL Global Alpha I Fund3.52%3.52%  Marathon Asset Mgmt. Active Int'l Equity0.90%0.23%
Wellington CIF Global Research Equity2.75%2.38%  Wellington CIF Global Research Equity0.70%0.63%
Wellington CIF Global Diversified Growth2.27%1.50%  Burgundy Global Focused Opportunities0.58%-0.25%
Pyramis Select Global Rep.-0.63%-1.33%
Marathon Asset Mgmt. Active Int'l Eq.-1.56%-2.45%
Navigator Aggressive Growth Fund 1-2.94%-4.00%
Pyramis Concentrated Int'l Small Cap Rep.-3.69%-4.56%
Wellington CIF Global Contrarian Equity-4.24%-4.65%
Source: Morningstar Inc.

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