INTERACTIVE

Top performing managers by category: commingled accounts, 4th Quarter 2016

Large Blend1 year gross return1 year net return
S&P 500 Equal Weight Equity Index F0.0016.75
JENNISON OPPORTUNISTIC EQUITY FUND 40.0015.51
Blackrock (BLK) Alpha Advantage 300015.9215.49
Diamond Hill Large Cap Portfolio 015.2815.25
Wilmington Trust Fdmtl Val Port Cl 015.2615.18
StarCore U.S. Fund®14.7014.70
Diamond Hill Large Cap Portfolio 5515.2714.62
Stadion Domestic Equity 00.0014.53
BNY Mellon EB DV Dynamic U.S. Equity14.9014.50
State St Real Asset NL Cl A0.0014.37
Large Blend5 year gross return5 year net return
State St Nasdaq-100 Indx® NL Cl A20.0117.88
BNY Mellon EB DV Dynamic U.S. Equity18.3217.87
State St Nasdaq-100 Indx® NL Cl C0.0017.82
JPMCB U.S. Active Core Equity Inv0.0016.38
QMA US All Cap Core Equity Fund16.4516.05
QMA US Core Equity Fund16.3415.94
BlackRock Active Stock F0.0015.71
JPMCB U.S. Analyst Inv0.0015.66
Amalgamated Bank LongView Quant. LC CF15.9315.59
JPMCB Intrepid America Fund Inv0.0015.40
Small Growth1 year gross return1 year net return
Champlain Small Company Fund, LLC29.7628.53
FMT Small Cap Diversified Equity R10.0021.34
Wells Fargo/Multi-Manager Sm Cap F21.2621.26
Wells Fargo/Multi-Manager Sm Cap N0.0021.15
Wells Fargo/Multi-Manager Sm Cap TR20.8820.88
Wellington CIF II Small Cap 2000 S120.9719.96
Small Cap Strategic Allocation Fund0.0018.78
Hillsdale US Performance Equity Fund24.5418.57
Eaton Vance (EV) Small Cap Core Eq CIT19.1518.15
Kennedy Cap Small Cap Core CIF Cl A0.0017.28
Small Value5 year gross return5 year net return
Brandywine Diversified Small Cap BIT18.4017.48
Brandywine Diversified Small Cap GT18.3217.39
Edge SMID Cap Value Equity Fund17.0315.97
FMT/DFA U.S. Small Cap Value R10.0015.76
Invesco (IVZ) US Quantitative Sm Val Tr Cl 30.0015.74
Brandywine Diversified Sm Cap Select BIT16.6315.72
Victory Small Cap Value 750.0015.68
FMT/DFA U.S. Targeted Value R10.0015.55
Victory Small Cap Value Collective Fund16.5415.34
BlackRock Russell 2000® Value F0.0015.29
Financial1 year gross return1 year net return
Associated Banc Corp Stock Fund31.4431.44
FMT/T. Rowe Price Financial Services R10.0016.08
Financial5 year gross return5 year net return
Associated Banc Corp Stock Fund17.6717.67
FMT/T. Rowe Price Financial Services R10.0017.08
Health1 year gross return1 year net return
FMT/SPDR Health Care Sector R10.00-3.31
Health5 year gross return5 year net return
FMT/SPDR Health Care Sector R10.0015.42
Natural Resources1 year gross return1 year net return
FMT/Ivy Global Natural Resources R10.0024.09
KBI Global Resources Solutions Cl A0.000.00
Natural Resources5 year gross return5 year net return
FMT/Ivy Global Natural Resources R10.00-2.12
KBI Global Resources Solutions Cl A0.000.00
Equity Precious Metals1 year gross return1 year net return
FMT/First Eagle Gold Fund R10.0036.31
Equity Precious Metals5 year gross return5 year net return
FMT/First Eagle Gold Fund R10.00-11.84
Technology1 year gross return1 year net return
FMT/SPDR Technology Sector R10.0014.12
Technology5 year gross return5 year net return
FMT/SPDR Technology Sector R10.0014.85
Equity Energy1 year gross return1 year net return
FMT/SPDR Energy Sector R10.0026.97
Equity Energy5 year gross return5 year net return
FMT/SPDR Energy Sector R10.003.64
Aggressive Allocation1 year gross return1 year net return
Strategic Roadmap Gr I0.0013.05
Strategic Roadmap Gr II0.0012.95
TOPS® Strategic Allocation Growth0.0012.63
Sloy, Dahl & Holst Growth 10.0011.80
Alerus Aggressive Growth Direct11.7011.70
Fiduciary Investment Trust Growth E0.0010.97
Alerus Aggressive Growth Institutional11.2110.97
Dorsey Wright ETF Global Balanced0.0010.75
StarCore III Fund®0.0010.47
FACETS Lifestyle Aggressive Fund R60.0010.44
Leveraged Net Long1 year gross return1 year net return
JPMCB U.S. Active Core Plus Equity Inv0.0010.94
Analytic Core Eq Plus (SP500)10.149.64
JPMCB U.S. Research Plus Fund Inv0.009.16
Leveraged Net Long5 year gross return5 year net return
JPMCB U.S. Active Core Plus Equity Inv0.0016.45
Analytic Core Eq Plus (SP500)16.3115.76
JPMCB U.S. Research Plus Fund Inv0.0014.75
World Stock1 year gross return1 year net return
KBI DST Water Fund15.7714.80
Sloy, Dahl & Holst Aggressive 10.0012.80
Wells Fargo/SSGA Global Equity Index G0.0012.34
FMT/DFA Global Equity R10.0012.26
Advice Portfolios High Growth Fund R0.0010.99
Wellington CIF II Global Perspectives10.8010.75
Advice Portfolios High Growth Fund R30.0010.74
Advice Portfolios High Growth Fund R20.0010.67
Partners Group Private Equity (DC) B0.0010.53
JPMCB Global Focus Fund Inv0.009.64
Foreign Small/Mid Value1 year gross return1 year net return
FMT/DFA Intl Small Cap Value R10.007.51
Templeton International Smaller Co CF-0.23-0.97
AQR International Equity Cl C0.000.00
AQR International Equity Cl B0.000.00
Foreign Small/Mid Value5 year gross return5 year net return
FMT/DFA Intl Small Cap Value R10.0011.12
Templeton International Smaller Co CF9.098.36
AQR International Equity Cl C0.000.00
AQR International Equity Cl B0.000.00
Foreign Small/Mid Growth1 year gross return1 year net return
MFS® International Small Cap CIT-Class 10.001.25
MFS® International Small Cap CIT-Class 40.000.48
Rainier Small Cap International Equity L0.00-4.90
Axiom International Sm Cp Equity Tr Cl 20.000.00
Foreign Small/Mid Growth5 year gross return5 year net return
MFS® International Small Cap CIT-Class 10.000.00
MFS® International Small Cap CIT-Class 40.000.00
Rainier Small Cap International Equity L0.000.00
Axiom International Sm Cp Equity Tr Cl 20.000.00
Europe Stock1 year gross return1 year net return
FIAM Europe Growth Pool-4.06-4.73
Europe Stock5 year gross return5 year net return
FIAM Europe Growth Pool6.806.05
Pacific/Asia ex-Japan Stk1 year gross return1 year net return
NT MSCI AC Asia ex Japan-ND5.538.68
Edgbaston Asian Equity Trust0.000.00
Pacific/Asia ex-Japan Stk5 year gross return5 year net return
NT MSCI AC Asia ex Japan-ND0.000.00
Edgbaston Asian Equity Trust0.000.00
World Bond1 year gross return1 year net return
Loomis Sayles MFD Class C0.009.92
FMT/Templeton International Bond Fund R10.006.91
Franklin Templeton (BEN) Global Bond Plus (CF)6.586.15
PIMCO Global Advantage Strategy CIT II0.005.92
PIMCO Global Advantage Strategy III CIT0.005.68
Brandywine Global Opportun Fxd BGIMT5.755.20
American Century Glbl F/I N0.004.55
Brandywine Intl Opportunistic Fxd BIT4.453.87
Loomis Sayles Global CIT Class D0.003.32
Brandywine Global Fixed Income BIT3.593.04
Intermediate Government1 year gross return1 year net return
Diversified Ret Interm Govt/Credit Tr0.002.17
FMT/Vanguard GNMA R10.001.56
RiverSource Trust Government Income0.001.34
State St Int US Gov Bnd Indx NL Cl A0.001.01
State St US Gov Indx NL Cl C0.000.96
FMT US Government Securities R10.000.92
Western Asset Core Bond CIF R10.000.00
Intermediate Government5 year gross return5 year net return
RiverSource Trust Government Income0.001.67
FMT/Vanguard GNMA R10.001.58
State St US Gov Indx NL Cl C0.001.13
FMT US Government Securities R10.001.02
State St Int US Gov Bnd Indx NL Cl A0.001.00
Diversified Ret Interm Govt/Credit Tr0.000.00
Western Asset Core Bond CIF R10.000.00
Ultrashort Bond1 year gross return1 year net return
FIAM Leveraged Loan Pool10.5410.00
Wells Fargo/Galliard Ultra-Short Bd G0.001.27
FMT/DFA One-Year F/I R10.000.47
Amer Cent Cash and Cash Equivalent N0.000.42
FMT/SSGA U.S. Treasury Money Market R10.00-0.40
Ultrashort Bond5 year gross return5 year net return
FIAM Leveraged Loan Pool6.556.02
FMT/DFA One-Year F/I R10.000.18
FMT/SSGA U.S. Treasury Money Market R10.00-0.38
Wells Fargo/Galliard Ultra-Short Bd G0.000.00
Amer Cent Cash and Cash Equivalent N0.000.00
Intermediate Government1 year gross return1 year net return
Diversified Ret Interm Govt/Credit Tr0.002.17
FMT/Vanguard GNMA R10.001.56
RiverSource Trust Government Income0.001.34
State St Int US Gov Bnd Indx NL Cl A0.001.01
State St US Gov Indx NL Cl C0.000.96
FMT US Government Securities R10.000.92
Western Asset Core Bond CIF R10.000.00
Intermediate Government5 year gross return5 year net return
RiverSource Trust Government Income0.001.67
FMT/Vanguard GNMA R10.001.58
State St US Gov Indx NL Cl C0.001.13
FMT US Government Securities R10.001.02
State St Int US Gov Bnd Indx NL Cl A0.001.00
Diversified Ret Interm Govt/Credit Tr0.000.00
Western Asset Core Bond CIF R10.000.00
Ultrashort Bond1 year gross return1 year net return
FIAM Leveraged Loan Pool10.5410.00
Wells Fargo/Galliard Ultra-Short Bd G0.001.27
FMT/DFA One-Year F/I R10.000.47
Amer Cent Cash and Cash Equivalent N0.000.42
FMT/SSGA U.S. Treasury Money Market R10.00-0.40
Ultrashort Bond5 year gross return5 year net return
FIAM Leveraged Loan Pool6.556.02
FMT/DFA One-Year F/I R10.000.18
FMT/SSGA U.S. Treasury Money Market R10.00-0.38
Wells Fargo/Galliard Ultra-Short Bd G0.000.00
Amer Cent Cash and Cash Equivalent N0.000.00
Convertibles1 year gross return1 year net return
Shenkman Capital Mgt Gamma Convert Fund5.784.95
Convertibles5 year gross return5 year net return
Shenkman Capital Mgt Gamma Convert Fund6.445.58
World Allocation1 year gross return1 year net return
Wellington CIF II Divers Inflation Hg S123.2022.09
FMT/Pimco All Asset All Authority R10.0012.92
RWM Growth Edge0.0012.35
Aon Hewitt Growth I0.008.76
Real Asset Fund0.008.65
Aon Hewitt Growth 10.008.65
Capital EM Total Opportunities DB Fund9.238.15
JPMCB LDI Diversified Inv0.008.09
JPMCB Diversified Global Inv0.007.92
PIMCO Diversified Real Asset CIT0.007.88
Moderate Allocation1 year gross return1 year net return
FMT/Dodge & Cox Balanced R10.0016.22
Christian Bros CUIT Balanced Fund12.9612.05
TOPS® Strategic Allocation Mod Growth0.0011.13
Harris Assoc. Equity & Income CIT0.0010.93
Strategic Roadmap Bal I0.0010.74
Strategic Roadmap Bal II0.0010.46
Sloy, Dahl & Holst Balanced 10.009.90
RWM Moderate Edge0.009.54
TOPS® Strategic Allocation Balanced0.009.28
Fiduciary Investment Trust Balanced E0.009.26
Target Date 2000-20101 year gross return1 year net return
Callan Glidepath® 2010 Fund Z8.098.06
Callan Glidepath® 2010 Fund MO8.017.79
Callan Glidepath® 2010 Fund R68.007.74
Morningstar Lifetime Gr 2010 Index N-10.007.18
Callan Glidepath® 2010 Fund R28.017.10
Callan Glidepath® 2005 Fund MO7.227.01
Callan Glidepath® 2005 Fund R67.226.95
FIAM Target Date 2010 S7.056.77
FIAM Target Date 2010 R7.006.68
FIAM Target Date 2010 Composite7.036.67
Target Date 2000-20105 year gross return5 year net return
Callan Glidepath® 2010 Fund Z8.848.77
Callan Glidepath® 2010 Fund MO8.858.56
Callan Glidepath® 2010 Fund R68.868.52
Callan Glidepath® 2005 Fund MO7.767.36
Callan Glidepath® 2005 Fund R67.787.33
FIAM Target Date 2010 S7.176.89
FIAM Target Date 2010 R7.156.83
FIAM Target Date 2010 Y7.156.79
FIAM Target Date 2010 Q7.146.77
FIAM Target Date 2010 X7.146.74

Did your firm make the Top-Performing Managers list this quarter?

Commemorate your superior performance and share the news across your network with P&I branded reprints, logos, social media images and more.

Download the Top-Performing Managers Reprint and Marketing Options Rate Card