INTERACTIVE

Top performing managers by category: separate accounts, 1st Quarter 2017

Large Blend1 year gross return1 year net return
Dodge & Cox U.S. Equity Composite28.2927.53
Harris Assoc. Concentrated27.8826.64
Oak Associates All Cap Core Growth27.3426.42
NB Nackenson SMA Strategy24.8624.86
Nuveen Large Cap Select25.2524.52
Oak Associates Select Gr Portfolio25.1624.45
The CMC Dividend Appreciation24.6524.05
Thompson SA Large Cap Core Equity24.7423.87
Aristotle Value Equity24.1723.77
UBS: US Equity Large Cap24.6223.76
Large Blend5 year gross return5 year net return
NB Nackenson SMA Strategy16.7516.75
Blackrock (BLK) Russ 1000 Alpha Tilts Compt16.6016.60
Mellon Capital Dynamic U.S. Equity Comp16.9616.39
Lazard U.S. Equity Concentrated16.0815.33
Martingale Low Volatility LargeCap+15.8015.23
Smead Capital Appreciation15.9915.14
River Road Focused Absolute Value Comp15.9115.11
AB US Strategic Core Equity15.5815.06
Oak Associates All Cap Core Growth15.8915.04
Aristotle Value Equity15.4315.02
Mid-Cap Blend1 year gross return1 year net return
The Boston Opportunistic Investor45.8730.49
The Capital Mgt Corp All Cap Equity Comp27.9626.96
The Boston SMID Cap Opportunistic Value27.9226.80
Bridgeway Aggressive Investors 127.2325.93
Keeley Inst. SMID Cap Value SMA26.2225.37
EARNEST SMIDV25.7524.53
Burgundy US Small / Mid Cap Composite25.6224.40
Fisher Small and Mid Cap Value24.9324.27
Scout Mid Cap Equity25.1124.13
QMA US Mid Cap Core Equity24.5623.89
Small Blend1 year gross return1 year net return
Penn Capital Micro to Small Cap Equity40.9539.93
Teton Advisors Small Cap Equity SMA36.8835.79
The Capital Mgt Corp SMID35.9435.27
Shapiro Capital Mgt Sm-Cap Val35.5934.34
Teton Advisors Small Cap Eq35.7833.80
Integrity Micro-Cap Value34.8333.48
ZPR Fundamental Small Cap Value34.5333.12
PIMCO StocksPLUS Small33.7632.90
Kestrel Inv Mgt Corp. Sm-Cap Val Eq33.8532.64
Jacobs Levy Small Cap (Russell 2000)33.3032.21
Small Blend5 year gross return5 year net return
The Capital Mgt Corp SMID17.9217.22
NorthPointe Capital Micro Cap Value17.8316.83
Federated MDT Sm-Cap Core17.7516.60
Integrity Micro-Cap Value17.7016.55
Jacobs Levy Small Cap (S&P 600)17.3716.40
BMO Disciplined Small-Cap Core16.8915.85
361 U.S. Small Cap Equity17.1515.84
QMA US Small Cap Core Equity16.4615.70
Smith Graham Small Cap Value16.2815.42
Jacobs Levy Small Cap (Russell 2000)16.2815.31
Large Growth1 year gross return1 year net return
GLOBALT Large Cap Opportunistic Growth17.16151.30
Merlin Dynamic Growth30.2628.79
Merlin Large Cap Growth29.1928.38
ICON Dom Core Eq28.7827.97
Princeton Sector Select Composite27.5226.26
LEIA CBI25.8325.83
Cambridge Aggressive Equity26.6424.42
Merlin Focused Growth24.8823.66
Cookson Peirce All-Cap Equity MA23.9023.29
Manulife AM US All Cap Core23.5122.64
Large Growth5 year gross return5 year net return
GLOBALT Large Cap Opportunistic Growth11.2429.22
LEIA CBI17.5217.52
Cookson Peirce All-Cap Equity MA17.4216.84
Cookson All-Cap Equity17.2616.11
Loomis Sayles All Cap Growth16.3615.86
Edgewood Mgt Lg-Cap Gr16.8015.79
ClearBridge Large Cap Growth16.4515.72
Loomis Sayles Large Cap Growth16.0015.59
Martingale LargeCap Growth16.0415.24
BMO Disciplined Large-Cap Growth15.6714.98
Mid-Cap Growth1 year gross return1 year net return
Granahan SMID Select35.4434.16
NBW Capital Growth & Income31.1129.86
Pinnacle Loprice30.5029.22
Sandhill Concentrated Equity Alpha28.3927.35
Kopp Emerging Blend28.6926.92
Penn Capital Small to Mid Cap Equity27.8526.66
PPCM Mid-Cap Eq Comp27.2526.59
FIIG Small and Mid Cap Core27.4826.57
Apex MidCap Growth25.7124.53
Federated Growth Equity Comp25.8924.12
Mid-Cap Growth5 year gross return5 year net return
Naylor & Company Core Composite23.5520.92
Pinnacle Loprice16.2915.14
PGI Mid-Cap Equity14.9514.42
ClariVest Mid Cap Growth15.0514.20
T. Rowe Price US Mid-Cap Growth Equity14.7614.08
NewSouth Capital Mgt NSCM Mid-Cap Val Eq14.5514.07
T. Rowe Price US Small-Cap Growth Equity14.9314.06
Champlain Mid Cap Core14.8414.00
Sandhill Concentrated Equity Alpha14.7313.88
Atlanta High Quality Smid Cap14.8013.86
Small Growth1 year gross return1 year net return
Granahan Inv Mgt - Sm Cap Focused Grth48.3647.42
Granahan SC Advantage44.0143.35
Baron Discovery Strategy43.5542.70
Bares Capital Mgt Small-Cap44.0542.10
Granahan Inv Mgt Small Cap Discoveries37.4836.87
1492 Small Cap Core Alpha36.8835.83
Cadence Capital Mgt Emerging Companies37.4135.74
Oberweis Micro-Cap Growth36.6935.58
Champlain Small Cap Equity35.4634.32
Cortina Asset Mgt Cortina Sm-Cap Gr35.0433.94
Large Value1 year gross return1 year net return
Snow Capital Mgt Large Cap Value32.7531.82
Pzena U.S. Best Ideas30.7429.49
Pzena Large Cap Focused Value28.2627.79
Ariel Mid/Large Cap Value28.4727.64
Pzena Focused Value27.9627.38
DePrince, Race & Zollo, Lg-Cap Val27.9127.15
ClearBridge All Cap Value28.0127.07
Invesco (IVZ) Large Cap Relative Value26.7125.97
ASB Large Cap Core Equity26.6725.97
Pzena Large Cap Expanded Value25.9225.74
Large Value5 year gross return5 year net return
PIMCO StocksPLUS Long Duration18.8418.27
Alpha Quant Value Equity18.0916.80
Lyrical U.S. Value Equity – EQ17.8816.24
WEDGE Large Cap Value16.8416.00
Conning US High Dividend Equity Comp15.7315.28
Bridgeway Large Cap Value15.6715.19
WEDGE Total Cap Value15.8214.98
Pzena U.S. Best Ideas16.0414.91
JPMorgan Lg-Cap Val15.5814.90
LSV Asset Management Managed Volatility15.2614.80
Mid-Cap Value1 year gross return1 year net return
Shapiro Capital Mgt Enh Small Cap Value38.6337.35
CCP SMID Value35.0233.68
Anchor Focused Value Institutional34.4132.65
Seizert Capital Partners Mid Cap31.0030.11
Knightsbridge Asset Mgt Opp Val30.4929.06
Clifford Capital All-Cap Value28.8828.12
Pzena Mid-Cap Focused Value28.7428.00
Fairpointe Mid-Cap Core Equity28.5827.56
Donald Smith & Co. Md-Cap Val Eq27.7927.43
TCW Relative Value Mid Cap27.8826.85
Mid-Cap Value5 year gross return5 year net return
Brandes U.S. Small-Mid Cap Value Equity18.6117.52
TSW Mid-Cap Value17.3716.86
Smith Graham Mid-Cap Value17.0716.21
Donald Smith & Co. Lg-Cap Cncntrd Val Eq16.5615.97
Martingale MidCap Core16.7615.96
Brandywine Div Mid Cap Dedicated Val16.7615.90
LSV Asset Mgt Md-Cap Val Eq16.3515.63
Denali NV Mid15.9915.58
Pzena Mid-Cap Focused Value16.1615.41
Clifford Capital All-Cap Value16.2315.35
Small Value1 year gross return1 year net return
Towle & Co. Deep Value50.6949.66
Pacific Ridge Capital Ptnrs Micro Cp Val46.5844.44
DePrince, Race & Zollo, Micro Cap Val41.4440.12
ZPR Volume Momentum41.9339.40
Foundry Partners Micro Cap Value35.9134.64
Symons Concentrated Small Cap Value34.1834.18
Pacific Ridge Capital Partners Sm Cp Val34.5033.20
Federated MDT Sm-Cap Val34.5333.19
DePrince, Race & Zollo SMID Cap Value34.1433.04
Signia Small Micro Value Equity33.7733.01
Small Value5 year gross return5 year net return
Towle & Co. Deep Value19.7118.88
Pacific Ridge Capital Ptnrs Micro Cp Val20.4118.65
O'Shaughnessy Micro Cap19.2517.96
Cooke & Bieler Small Cap Value Equity18.4517.60
Donald Smith & Co. Micro Cap Val Eq18.9117.51
Federated MDT Sm-Cap Val18.0216.86
Foundry Partners Micro Cap Value17.5716.48
ZPR Volume Momentum17.8215.86
AB Small Cap Value Equity16.9715.82
Analytic Small-Mid Cap Equity16.5215.81
Bear Market1 year gross return1 year net return
Federated Alternative Bear Equity Comp-14.93-16.22
Leuthold AdvantHedge-18.44-19.19
Bear Market5 year gross return5 year net return
Leuthold AdvantHedge-11.18-12.10
Federated Alternative Bear Equity Comp-12.95-14.26
Financial1 year gross return1 year net return
ZPR Volume Value54.3651.91
Bluestone Banking Total Return Strategy42.4840.54
ZPR Volume Winners36.9734.75
Bluestone US Bank Opportunity Strategy33.4032.96
Confluence BDC-Wrap27.3225.36
Advisory Research BDC23.7322.56
McKinley Capital Business Development Co23.9222.30
Financial5 year gross return5 year net return
ZPR Volume Value24.8222.71
ZPR Volume Winners17.8915.95
McKinley Capital Business Development Co0.000.00
Advisory Research BDC0.000.00
Confluence BDC-Wrap0.000.00
Bluestone US Bank Opportunity Strategy0.000.00
Bluestone Banking Total Return Strategy0.000.00
Health1 year gross return1 year net return
Kopp AccruHealth34.3632.69
Janus Global Life Sciences ADR MA8.895.74
Financial Trust Health Value4.673.37
Health5 year gross return5 year net return
Financial Trust Health Value20.1518.66
Kopp AccruHealth16.7215.39
Janus Global Life Sciences ADR MA17.6114.19
Natural Resources1 year gross return1 year net return
GMO Resources Strategy34.6133.70
SailingStone Global Natural Resources34.0833.13
BP Capital TwinLine Energy34.3933.12
Jennison Global Natural Resources24.5624.07
Wellington Global Natural Resources24.5923.35
Signia Concentrated Value Equity22.9422.06
Boston Global Natural Resources Equity22.8721.91
Financial Trust Global Resources22.3520.85
Cohen & Steers Natural Resources17.9017.19
CLS Active Real11.8111.41
Equity Precious Metals1 year gross return1 year net return
GAMCO Gold13.8412.76
WellsCap Precious Metals12.3711.31
Equity Precious Metals5 year gross return5 year net return
GAMCO Gold-9.25-10.22
WellsCap Precious Metals-10.90-11.76
Real Estate1 year gross return1 year net return
SmithAssetMgt–REIT12.8211.72
Cohen & Steers Realty Focus10.429.45
Anchor REIT8.397.81
Ranger Global Real Estate8.357.50
US Rl Estate Secs Value Inc6.325.77
FIAM U.S. Real Estate Invest Tr4.924.19
Invesco US REITs4.794.01
Heitman US Diversified Wilshire3.983.51
Cohen & Steers Realty Total Return4.263.40
Adelante Core Plus Strategy Composite3.223.22
Real Estate5 year gross return5 year net return
Cohen & Steers Realty Focus15.4714.45
Chilton Capital REIT12.8311.89
Heitman US Focused Wilshire11.6310.88
Heitman US Diversified Wilshire11.3010.81
PGI Real Estate Equity Securities11.3410.74
CenterSquare REIT Separate Account11.1010.54
SmithAssetMgt–REIT11.6210.53
Wellington Real Estate Securities11.1010.28
Ranger Global Real Estate11.0110.13
Cornerstone U.S. REIT Total Return10.6510.10
Technology1 year gross return1 year net return
RS Technology Composite43.9842.57
Wellington Global Technology Opps32.9431.94
Oak Associates Technology Portfolio31.5530.92
Crabtree Multi-Cap Technology31.1030.24
Zevenbergen Z/Tech30.3729.22
MFS Technology Equity24.9924.06
Allianz Global Technology Equity25.3024.05
TCW Technology25.1023.85
Wellington Global Technology24.3223.38
Technology5 year gross return5 year net return
Wellington Global Technology Opps18.7717.89
Zevenbergen Z/Tech17.9716.89
Crabtree Multi-Cap Technology17.2916.48
Wellington Global Technology16.7015.84
Oak Associates Technology Portfolio15.9415.35
MFS Technology Equity15.6414.75
Allianz Global Technology Equity15.5114.33
RS Technology Composite15.3014.08
TCW Technology11.7410.62
Utilities1 year gross return1 year net return
Miller/Howard Infrastructure18.5117.35
Reaves Long Term Val(Util/Ener/Infrastr)13.9713.41
Miller/Howard – Utilities Plus13.0611.95
MFS Utilities Equity11.8711.16
Utilities5 year gross return5 year net return
Miller/Howard – Utilities Plus13.1812.06
Reaves Long Term Val(Util/Ener/Infrastr)10.299.73
MFS Utilities Equity9.328.62
Miller/Howard Infrastructure9.688.60
Equity Energy1 year gross return1 year net return
Baron Energy and Resources Strategy34.4633.54
Wellington Energy23.4022.18
Tortoise Select Energy Opportunity22.2521.09
Miller/Howard Drill Bit Burn Tip®17.1315.98
Miller/Howard E&P Institutional Strategy16.0414.89
Drill Bit to Burner Tip® SMA16.8413.42
Orleans Energy Opportunities13.1812.06
Equity Energy5 year gross return5 year net return
Tortoise Select Energy Opportunity8.527.45
Miller/Howard Drill Bit Burn Tip®8.197.12
Drill Bit to Burner Tip® SMA8.215.03
Wellington Energy1.680.66
Baron Energy and Resources Strategy-0.36-0.80
Orleans Energy Opportunities-2.89-3.87
Miller/Howard E&P Institutional Strategy-3.29-4.26
Aggressive Allocation1 year gross return1 year net return
ValueWorks Cap App35.9234.33
Herzfeld US Equity Closed-End20.5118.73
AAM Tactical Income19.4418.24
Clark Navigator MultiStrategy 75-25(SAI)18.1717.76
Palouse Capital Diversified Income Strat17.7417.28
BCM Decathlon Growth Aspect (Profile 5)20.0516.97
Golub Group Equity Income17.6716.41
Morningstar A/P Growth - BNY17.3615.61
FB&P EDP Balanced 72616.0115.30
Newfound Tailwinds Growth Idx15.8415.26
Aggressive Allocation5 year gross return5 year net return
Clark Navigator MultiStrategy 75-25(SAI)11.1710.78
Advisors Capital Mgt Balanced12.0010.61
Golub Group Equity Income11.7110.60
Palouse Capital Diversified Income Strat11.0310.59
Niemann Risk Managed12.5510.42
Eads and Heald Inv Counsel Bal10.919.99
ValueWorks Cap App11.299.93
CLS American Funds Agg Growth 8510.139.86
FB&P EDP Balanced 72610.349.62
Atalanta Sosnoff Balanced10.059.19
Bank Loan1 year gross return1 year net return
DDJ Bank Loan Strategy14.9114.24
OFI Global Senior Loans14.0713.53
Loomis Sayles Sr Floating Rate and FI13.3212.76
Eaton Vance (EV) Mgt Senior Secured Floating11.2810.76
Seix High Yield Bank Loans10.6110.06
Invesco Zodiac US Senior Loan Composite10.259.71
Lord Abbett & Co. Bank Loan9.869.28
Columbia Bank Loan Strategy9.949.24
Octagon Senior Secured Credit9.899.16
Prudential US Senior Secured Loans9.609.00
Small Value5 year gross return5 year net return
Towle & Co. Deep Value19.7118.88
Pacific Ridge Capital Ptnrs Micro Cp Val20.4118.65
O'Shaughnessy Micro Cap19.2517.96
Cooke & Bieler Small Cap Value Equity18.4517.60
Donald Smith & Co. Micro Cap Val Eq18.9117.51
Federated MDT Sm-Cap Val18.0216.86
Foundry Partners Micro Cap Value17.5716.48
ZPR Volume Momentum17.8215.86
AB Small Cap Value Equity16.9715.82
Analytic Small-Mid Cap Equity16.5215.81
Mid-Cap Value1 year gross return1 year net return
Shapiro Capital Mgt Enh Small Cap Value38.6337.35
CCP SMID Value35.0233.68
Anchor Focused Value Institutional34.4132.65
Seizert Capital Partners Mid Cap31.0030.11
Knightsbridge Asset Mgt Opp Val30.4929.06
Clifford Capital All-Cap Value28.8828.12
Pzena Mid-Cap Focused Value28.7428.00
Fairpointe Mid-Cap Core Equity28.5827.56
Donald Smith & Co. Md-Cap Val Eq27.7927.43
TCW Relative Value Mid Cap27.8826.85
Mid-Cap Value5 year gross return5 year net return
Brandes U.S. Small-Mid Cap Value Equity18.6117.52
TSW Mid-Cap Value17.3716.86
Smith Graham Mid-Cap Value17.0716.21
Donald Smith & Co. Lg-Cap Cncntrd Val Eq16.5615.97
Martingale MidCap Core16.7615.96
Brandywine Div Mid Cap Dedicated Val16.7615.90
LSV Asset Mgt Md-Cap Val Eq16.3515.63
Denali NV Mid15.9915.58
Pzena Mid-Cap Focused Value16.1615.41
Clifford Capital All-Cap Value16.2315.35
Large Value1 year gross return1 year net return
Snow Capital Mgt Large Cap Value32.7531.82
Pzena U.S. Best Ideas30.7429.49
Pzena Large Cap Focused Value28.2627.79
Ariel Mid/Large Cap Value28.4727.64
Pzena Focused Value27.9627.38
DePrince, Race & Zollo, Lg-Cap Val27.9127.15
ClearBridge All Cap Value28.0127.07
Invesco Large Cap Relative Value26.7125.97
ASB Large Cap Core Equity26.6725.97
Pzena Large Cap Expanded Value25.9225.74
Large Value5 year gross return5 year net return
PIMCO StocksPLUS Long Duration18.8418.27
Alpha Quant Value Equity18.0916.80
Lyrical U.S. Value Equity – EQ17.8816.24
WEDGE Large Cap Value16.8416.00
Conning US High Dividend Equity Comp15.7315.28
Bridgeway Large Cap Value15.6715.19
WEDGE Total Cap Value15.8214.98
Pzena U.S. Best Ideas16.0414.91
JPMorgan Lg-Cap Val15.5814.90
LSV Asset Management Managed Volatility15.2614.80
Small Growth1 year gross return1 year net return
Granahan Inv Mgt - Sm Cap Focused Grth48.3647.42
Granahan SC Advantage44.0143.35
Baron Discovery Strategy43.5542.70
Bares Capital Mgt Small-Cap44.0542.10
Granahan Inv Mgt Small Cap Discoveries37.4836.87
1492 Small Cap Core Alpha36.8835.83
Cadence Capital Mgt Emerging Companies37.4135.74
Oberweis Micro-Cap Growth36.6935.58
Champlain Small Cap Equity35.4634.32
Cortina Asset Mgt Cortina Sm-Cap Gr35.0433.94
Mid-Cap Growth1 year gross return1 year net return
Granahan SMID Select35.4434.16
NBW Capital Growth & Income31.1129.86
Pinnacle Loprice30.5029.22
Sandhill Concentrated Equity Alpha28.3927.35
Kopp Emerging Blend28.6926.92
Penn Capital Small to Mid Cap Equity27.8526.66
PPCM Mid-Cap Eq Comp27.2526.59
FIIG Small and Mid Cap Core27.4826.57
Apex MidCap Growth25.7124.53
Federated Growth Equity Comp25.8924.12
Mid-Cap Growth5 year gross return5 year net return
Naylor & Company Core Composite23.5520.92
Pinnacle Loprice16.2915.14
PGI Mid-Cap Equity14.9514.42
ClariVest Mid Cap Growth15.0514.20
T. Rowe Price US Mid-Cap Growth Equity14.7614.08
NewSouth Capital Mgt NSCM Mid-Cap Val Eq14.5514.07
T. Rowe Price US Small-Cap Growth Equity14.9314.06
Champlain Mid Cap Core14.8414.00
Sandhill Concentrated Equity Alpha14.7313.88
Atlanta High Quality Smid Cap14.8013.86
Large Growth1 year gross return1 year net return
GLOBALT Large Cap Opportunistic Growth17.16151.30
Merlin Dynamic Growth30.2628.79
Merlin Large Cap Growth29.1928.38
ICON Dom Core Eq28.7827.97
Princeton Sector Select Composite27.5226.26
LEIA CBI25.8325.83
Cambridge Aggressive Equity26.6424.42
Merlin Focused Growth24.8823.66
Cookson Peirce All-Cap Equity MA23.9023.29
Manulife AM US All Cap Core23.5122.64
Large Growth5 year gross return5 year net return
GLOBALT Large Cap Opportunistic Growth11.2429.22
LEIA CBI17.5217.52
Cookson Peirce All-Cap Equity MA17.4216.84
Cookson All-Cap Equity17.2616.11
Loomis Sayles All Cap Growth16.3615.86
Edgewood Mgt Lg-Cap Gr16.8015.79
ClearBridge Large Cap Growth16.4515.72
Loomis Sayles Large Cap Growth16.0015.59
Martingale LargeCap Growth16.0415.24
BMO Disciplined Large-Cap Growth15.6714.98
Small Blend1 year gross return1 year net return
Penn Capital Micro to Small Cap Equity40.9539.93
Teton Advisors Small Cap Equity SMA36.8835.79
The Capital Mgt Corp SMID35.9435.27
Shapiro Capital Mgt Sm-Cap Val35.5934.34
Teton Advisors Small Cap Eq35.7833.80
Integrity Micro-Cap Value34.8333.48
ZPR Fundamental Small Cap Value34.5333.12
PIMCO StocksPLUS Small33.7632.90
Kestrel Inv Mgt Corp. Sm-Cap Val Eq33.8532.64
Jacobs Levy Small Cap (Russell 2000)33.3032.21
Small Blend5 year gross return5 year net return
The Capital Mgt Corp SMID17.9217.22
NorthPointe Capital Micro Cap Value17.8316.83
Federated MDT Sm-Cap Core17.7516.60
Integrity Micro-Cap Value17.7016.55
Jacobs Levy Small Cap (S&P 600)17.3716.40
BMO Disciplined Small-Cap Core16.8915.85
361 U.S. Small Cap Equity17.1515.84
QMA US Small Cap Core Equity16.4615.70
Smith Graham Small Cap Value16.2815.42
Jacobs Levy Small Cap (Russell 2000)16.2815.31
Mid-Cap Blend1 year gross return1 year net return
The Boston Opportunistic Investor45.8730.49
The Capital Mgt Corp All Cap Equity Comp27.9626.96
The Boston SMID Cap Opportunistic Value27.9226.80
Bridgeway Aggressive Investors 127.2325.93
Keeley Inst. SMID Cap Value SMA26.2225.37
EARNEST SMIDV25.7524.53
Burgundy US Small / Mid Cap Composite25.6224.40
Fisher Small and Mid Cap Value24.9324.27
Scout Mid Cap Equity25.1124.13
QMA US Mid Cap Core Equity24.5623.89
Large Blend1 year gross return1 year net return
Dodge & Cox U.S. Equity Composite28.2927.53
Harris Assoc. Concentrated27.8826.64
Oak Associates All Cap Core Growth27.3426.42
NB Nackenson SMA Strategy24.8624.86
Nuveen Large Cap Select25.2524.52
Oak Associates Select Gr Portfolio25.1624.45
The CMC Dividend Appreciation24.6524.05
Thompson SA Large Cap Core Equity24.7423.87
Aristotle Value Equity24.1723.77
UBS: US Equity Large Cap24.6223.76
Long/Short Equity1 year gross return1 year net return
The Boston Energy Infrastructure MLP35.4734.09
BlackRock Alpha Advantage 500 Composite18.5218.52
QMA US Core Equity Extended18.3217.56
PVG Dynamic Core ETF16.4815.39
BP Emerging Markets L/S Equity16.9214.80
Confluence IDEA - Plus15.5113.60
Goodwood Long/Short Equity15.0413.34
Global Low Volatility (SM)13.0211.93
Taxable Frontier Asset Mgmt Abs Return2.6311.69
Epoch Global Absolute Return11.6210.19
Leveraged Net Long5 year gross return5 year net return
Numeric Investors Amplified Core 130/3018.4417.28
Martingale Low Volatility Long/Short17.3716.50
Cornerstone US Equity Opportunities16.6315.94
Martingale 130/30 LargeCap Growth16.2115.36
AQR Capital US Relaxed Constraint 4015.9815.29
Martingale 130/30 LargeCap Core 50015.8214.96
UBS: US Equity Opportunity Unconstrained14.9414.80
Martingale 130/30 LargeCap Value15.6114.76
Glenmede Large Cap 130/3015.4314.58
LA Capital U.S. Large Cap Active Exten14.7614.34
World Stock1 year gross return1 year net return
Morgan Creek Direct Top 2028.2927.09
Harris Assoc. Global Concentrated Comp27.9126.94
ARGA Global Concentrated Strategy24.5224.02
ARGA Global Equity Strategy24.7223.50
Johnston Asset Mgt Corp. Global Equity24.0923.22
Pzena Global Focused Value23.5822.88
DLS Global Equity23.4822.50
Sophus Emerging Markets Equity23.4022.29
Global Thematic Partners Equity22.1621.57
Harris Assoc. GLB All Cap Eq Composite22.4721.51
World Stock5 year gross return5 year net return
Morgan Stanley (MS) Global Opportunity16.2514.74
Thornburg Global Opportunities Sep Acct14.5513.68
Baillie Gifford Long Term Global Growth13.8113.01
Henry James International Select Equity14.4312.52
Navellier International Select14.4312.52
The Boston Global Focused Income Equity12.8312.05
MFS® Global Concentrated Eq12.9912.05
Rockefeller Global Equity12.0012.05
MayTech Global Growth Equity13.5212.05
Arrowstreet Capital Glbl Eq Strategy12.7312.03
Foreign Large Value1 year gross return1 year net return
ARGA International Equity Strategy22.7121.51
Pzena International(ex-U.S.)FocusedValue21.5020.83
Pzena Global Expanded Value20.9720.52
W.E. Donoghue Power Div Intl Portfolio21.5120.30
Sprucegrove US Intl Investment Fund20.9219.96
Pzena Intl (ex-U.S.) Expanded Value ACWI19.7219.02
Pzena Intl (ex-U.S.) Expanded Value19.1918.74
ARGA International Diversified Strategy19.7118.59
Templeton Foreign ADR Only SMA Comp18.3618.08
LSV International ACWI Ex US18.2017.24
Foreign Large Growth5 year gross return5 year net return
Wellington International Quality Growth12.0611.23
MFS® International Val Eq11.4110.58
Morgan Stanley International Opportunity11.4310.18
Morgan Stanley International Advantage11.249.86
Burgundy EAFE Composite10.489.64
Financial Trust Intl ValueMomentum10.969.59
International Tortue Capital10.319.25
Nuveen International Gr ADR comp10.028.92
Brown Capital International Equity Svc9.438.67
Harding Loevner EAFE Equity8.688.03
Latin America Stock1 year gross return1 year net return
Ashmore Latin America Small Cap Equity35.2133.19
T. Rowe Price Latin America Equity25.5424.50
Morgan Stanley Latin America Equity20.7820.36
Latin America Stock5 year gross return5 year net return
T. Rowe Price Latin America Equity-3.64-4.46
Ashmore Latin America Small Cap Equity-3.47-4.97
Morgan Stanley Latin America Equity-4.64-4.99
Europe Stock1 year gross return1 year net return
Evermore European Opportunities23.6122.40
Pictet Asset Mgt Eastern European Equity22.6321.67
Numeric Investors Europe Core22.3221.43
Pzena European Focused Value17.6317.24
Boston Company Euroland Small Cap Equity17.5316.44
Acadian European Equity Composite15.5714.69
Baillie Gifford Europe ex-UK Equities13.5012.79
INTECH European Large Cap Core12.2311.66
SSgA Europe Alpha Strategy11.5510.72
T. Rowe Price Europe Smaller Comp Equity11.4610.61
Japan Stock1 year gross return1 year net return
DaiwaSB Japan EqSmall Cap Absolute Value41.3040.34
Baillie Gifford Japanese All Cap26.3025.49
DaiwaSB Japan Eq MidSm Cap GARP26.0825.22
DaiwaSB Japan Eq Small Cap GARP25.3624.50
Baillie Gifford Japan Growth23.7423.01
Lazard Japanese Equity22.9922.62
Brandes Japan Equity22.2621.28
T. Rowe Price Japan Equity19.2318.57
Burgundy Asian (All Cap) Composite19.4118.24
Asia Pacific inc Japan Equity18.3017.11
Pacific/Asia ex-Japan Stk1 year gross return1 year net return
Lazard Emg Markets Eq Blend Asia ADR25.0823.92
Brandes Asia Pacific ex-Japan Equity20.4419.31
Asia Pacific ex Japan Equity20.4519.25
MFS® Asia ex Japan Equity19.9619.09
PGI Asia ex-Japan Equity19.3818.63
MFS® Asia Pacific ex Japan19.3218.47
Baillie Gifford Asia ex Japan Equities18.0117.22
FIIG Asia ex-Japan Equity18.5116.77
T. Rowe Price Asia ex-Japan Equity17.1416.15
Morgan Stanley Asia Equity15.1314.94
Diversified Pacific/Asia1 year gross return1 year net return
GAM Asia-Pacific Equity22.9922.48
Templeton Asia Pacific Eq22.4621.72
Dalton Asia Long Only Composite22.1120.83
ZPR All Asian21.4219.96
Sit Inv Pac Basin16.0515.02
Accuvest Asian Advantage14.2313.49
Pyrford Intl Plc Asia Pacific Equity11.9111.14
WellsCap SF Global Asia Pacific Equity11.6810.80
Horizon Asia Institutional1.530.51
Diversified Pacific/Asia5 year gross return5 year net return
Dalton Asia Long Only Composite13.5811.95
ZPR All Asian10.899.48
Horizon Asia Institutional9.608.50
WellsCap SF Global Asia Pacific Equity8.297.43
Templeton Asia Pacific Eq6.726.14
Pyrford Intl Plc Asia Pacific Equity5.294.66
Sit Inv Pac Basin5.614.66
Accuvest Asian Advantage4.644.27
GAM Asia-Pacific Equity0.000.00
Diversified Emerging Mkts5 year gross return5 year net return
Acadian Frontier Markets Equity Compst13.9612.29
Ashmore EM Middle East Equity12.5810.85
Acadian Emerging Markets Small-Cap Comp12.1810.80
Numeric Investors Emerging Markets Alpha10.769.56
SSGA Active Emerging Markets Sm Cp Strat10.189.04
QMA Emerging Markets Small Cap Equity10.129.03
Ashmore EM Frontier Markets Equity10.578.93
William Blair – Emerging Mkts Sm Cap Gr9.798.79
Morgan Stanley Frontier Emerging Markets10.738.69
EAM Emerging Markets Small Cap9.888.53
Intermediate Government1 year gross return1 year net return
Semper Active Mortgage-Backed Securities5.375.06
Columbia US Government Mortgage2.542.04
CNR Intermediate Fixed Income Taxable1.871.39
Chilton Global Inflation Linked1.090.49
Smith Breeden Mortgage Index Plus0.820.49
Ryan Labs LDI Interm Duration 3-50.440.07
DBF Interm Mortgage-Backed Securities0.240.06
CCM Fixed Income Portfolio0.49-0.01
TCW Index Plus MBS0.02-0.22
Amalgamated Bank Intermediate Duration-0.25-0.50
Intermediate Government5 year gross return5 year net return
Semper Active Mortgage-Backed Securities5.855.36
Columbia US Government Mortgage3.463.06
TCW Index Plus MBS3.213.00
CNR Intermediate Fixed Income Taxable2.562.07
M.D. Sass Core Fix-Inc2.332.05
Smith Breeden Mortgage Index Plus2.402.04
Ryan Labs LDI Interm Duration 3-52.191.80
Great Lakes Core Govmt Only Fix-Inc1.901.77
Amalgamated Bank Intermediate Duration1.951.70
Chicago Equity Core Fix-Inc1.851.60
Intermediate-Term Bond1 year gross return1 year net return
Herzfeld Taxable Closed-End Bond16.3115.36
PIMCO Diversified Income12.3011.51
Flaherty & Crumrine Separate Mgd Account10.6210.09
Spectrum Preferred Securities9.659.39
Brandes Corporate Focus Fixed Income7.977.60
Logan Circle Multi-Sector Fixed Income7.547.16
RSA Unconstrained Bond Strategy7.276.74
BBH Core Fixed Income7.016.74
PIMCO Global Invstm Grade Corporate6.576.08
Loomis Sayles Core Plus Full Discretion6.235.93
Short Government5 year gross return5 year net return
RBC Access Capital Community Invmt2.592.15
Sit Inv Short Dur Strat2.472.06
PNC Cap Adv US Government Mortgage1.971.62
Victory INCORE Short Government1.851.54
M.D. Sass 3-Year FI1.871.52
Wellington Short Bond1.501.32
Garcia Hamilton Fix-Inc Short Dur1.301.17
M.D. Sass 2-Year FI1.321.06
PNC Cap Adv Intermediate U.S. Governemnt1.210.96
TCW MBS Short-Intermediate1.120.82
Ultrashort Bond1 year gross return1 year net return
TCW Alpha Trak27.6126.38
FIAM Leveraged Loan Composite10.309.75
FFTW Mortgage Alpha5.114.54
PIMCO Short Term3.913.48
Pioneer Multi-Asset Ultrashort Income2.972.72
Western Asset Mgt US Enhanced Cash2.412.20
Federated Active Cash Broad FI Composite2.161.92
Merganser Floating Rate Bond1.981.79
Seix Ultra Short1.751.58
Baird Ultra Short Bond1.681.54
Ultrashort Bond5 year gross return5 year net return
TCW Alpha Trak15.9215.49
FIAM Leveraged Loan Composite5.695.17
FFTW Mortgage Alpha4.534.02
Pioneer Multi-Asset Ultrashort Income2.011.66
Western Asset Mgt US Enhanced Cash1.831.65
PIMCO Short Term2.021.60
Federated Active Cash Broad FI Composite1.441.14
TCW Ultra Short1.321.10
Federated Active Cash Moderate FI Comp1.311.01
Payden & Rygel Enhanced Cash Long1.160.98
Long-Term Bond1 year gross return1 year net return
Niemann Tactical Global Bond10.398.68
PIMCO Long Term Bond - Long Credit7.887.58
Loomis Sayles Long Duration Credit5.525.27
Standish Long Corporate5.385.18
Ryan Labs Long-Credit5.335.02
Loomis Sayles Core Plus5.274.98
Dodge & Cox Long Duration FI Composite5.334.97
PIMCO Long Term Bond Full Authority5.044.79
Baird Advisors Long Govt Credit Bond4.884.76
NISA Long Credit4.964.72
Short Government5 year gross return5 year net return
RBC Access Capital Community Invmt2.592.15
Sit Inv Short Dur Strat2.472.06
PNC Cap Adv US Government Mortgage1.971.62
Victory INCORE Short Government1.851.54
M.D. Sass 3-Year FI1.871.52
Wellington Short Bond1.501.32
Garcia Hamilton Fix-Inc Short Dur1.301.17
M.D. Sass 2-Year FI1.321.06
PNC Cap Adv Intermediate U.S. Governemnt1.210.96
TCW MBS Short-Intermediate1.120.82
Ultrashort Bond1 year gross return1 year net return
TCW Alpha Trak27.6126.38
FIAM Leveraged Loan Composite10.309.75
FFTW Mortgage Alpha5.114.54
PIMCO Short Term3.913.48
Pioneer Multi-Asset Ultrashort Income2.972.72
Western Asset Mgt US Enhanced Cash2.412.20
Federated Active Cash Broad FI Composite2.161.92
Merganser Floating Rate Bond1.981.79
Seix Ultra Short1.751.58
Baird Ultra Short Bond1.681.54
Ultrashort Bond5 year gross return5 year net return
TCW Alpha Trak15.9215.49
FIAM Leveraged Loan Composite5.695.17
FFTW Mortgage Alpha4.534.02
Pioneer Multi-Asset Ultrashort Income2.011.66
Western Asset Mgt US Enhanced Cash1.831.65
PIMCO Short Term2.021.60
Federated Active Cash Broad FI Composite1.441.14
TCW Ultra Short1.321.10
Federated Active Cash Moderate FI Comp1.311.01
Payden & Rygel Enhanced Cash Long1.160.98
Inflation-Protected Bond1 year gross return1 year net return
Lord Abbett & Co. Inflation Focused – SA7.497.06
FFTW Global Inflation Linked Bonds6.566.29
PIMCO Real Ret Asset Long Duration3.903.35
PIMCO Real Return Full Authority3.222.73
Wellington TIPS2.332.16
BlackRock TIPS PLUS2.021.87
American Century US Infl-Adj Bond2.061.65
Standish US TIPS Barclays1.601.57
BBH U.S. TIPS1.641.49
Northern Trust TIPS1.561.46
Inflation-Protected Bond5 year gross return5 year net return
FFTW Global Inflation Linked Bonds3.443.18
PIMCO Real Ret Asset Long Duration2.111.60
Franklin U.S. TIPS Composite1.481.34
Standish Global TIPS1.411.33
BBH U.S. TIPS1.291.14
PIMCO Real Return Full Authority1.481.00
Standish US TIPS Barclays1.050.98
IR+M TIPS1.020.92
Northern Trust TIPS1.020.92
BlackRock TIPS PLUS1.060.91
Stable Value1 year gross return1 year net return
Standish Stable Value2.142.03
T. Rowe Price Stable Value2.121.85
Invesco Stable Value2.041.83
Galliard Stable Value Composite2.021.62
Stable Value5 year gross return5 year net return
T. Rowe Price Stable Value2.372.20
Standish Stable Value2.312.20
Invesco Stable Value2.111.91
Galliard Stable Value Composite2.081.67
Convertibles1 year gross return1 year net return
Lord Abbett & Co. Convertibles22.7421.48
SSI Inv Grade Convert Strat19.3518.40
MacKay Shields Convertibles17.4216.84
Gabelli Asset Mgt Convertibles Strategy17.0116.15
Oaktree High Income Convertibles16.4715.61
Palisade Convertible Securities Comp15.9715.40
Macquarie Convertibles16.0915.39
Allianz Convertibles15.4114.91
Advent Balanced Convertible Strategy15.3814.87
Calamos Instl Convertible Composite15.0014.20
Emerging Markets Bond5 year gross return5 year net return
GMO Emerging Country Debt Strategy8.637.84
Prudential Fixed Inc Emerging Mkts Debt7.566.94
DCM Emerging Markets Debt6.946.31
Invesco Emerging Market Corporate Bond6.726.07
Macquarie Emerging Markets Debt6.616.07
FIAM Emerging Market Debt Composite6.746.05
TIAA-CREF Emerging Markets Debt6.666.00
Ashmore Emerg Mkts External Dbt Comp6.835.79
T. Rowe Price Emerging Markets Bond6.175.65
Lazard EM Debt - Core6.285.63
World Allocation1 year gross return1 year net return
PIMCO StocksPLUS Absolute Return23.2522.58
PIMCO RAE Fundamental PLUS23.4222.45
PIMCO StocksPlus19.1118.67
First Trust Balanced Closed-End Fund18.9717.12
Innealta Global All Asset Opp Growth18.3516.24
Wellington Real Asset17.0916.07
3D ETF Global Equity Growth17.5615.28
TCW Worldwide Opportunities17.0714.78
PIMCO StocksPLUS International Unhedged15.0714.59
4Thought Multi-Contingency Aggressive15.6414.11
Conservative Allocation1 year gross return1 year net return
AAM Credit Opportunities43.1841.38
Messner & Smith - Balanced23.2922.06
Clark Navigator MultiStrategy 50-50(SAI)15.9415.56
Allianz Income & Growth15.7615.25
First Quadrant Essential Beta15.4015.02
BCM Decathlon Moderate Aspect(Profile3)15.2612.29
Tocqueville Enhanced Income Composite12.6911.64
MCA Conservative Portfolios12.3311.49
AMP Moderately Conservative11.4110.92
Clark Navigator Glbl Bal ETF 40-60 Hdgd10.7010.59
Moderate Allocation1 year gross return1 year net return
ValueWorks Bal Comp29.4227.71
Hotchkis & Wiley - Capital Income23.9723.18
Dodge & Cox Balanced Composite19.8519.55
Herzfeld Balanced Closed-End20.0118.92
Invesco Equity and Income Composite19.5118.80
Johnson Institutional Mgt Enhanced Index17.4117.06
Altrius Global Income18.0716.74
Brandywine Domestic Balanced17.0716.30
Cumberland Total Return Balanced Port16.0315.41
Harris Assoc. Equity & Income Comp15.5314.84
Moderate Allocation5 year gross return5 year net return
Johnson Institutional Mgt Enhanced Index13.9313.63
Dodge & Cox Balanced Composite11.6411.59
Haverford Dividend Value12.4111.30
Hotchkis & Wiley - Capital Income11.4010.69
Invesco Equity and Income Composite11.1110.45
Cumberland Total Return Balanced Port9.969.36
UBS: U.S. Balanced Portfolio9.869.16
Scharf Balanced10.059.09
SaratogaRIM Large Cap Quality9.548.94
ValueWorks Bal Comp10.398.87
Target Date 2011-20151 year gross return1 year net return
Sage Target Date 2015 Fund4.524.10
Target Date 2011-20155 year gross return5 year net return
Sage Target Date 2015 Fund4.644.25
Target Date 2016-20201 year gross return1 year net return
BCM DynamicBelay Balanced Growth (QDIA)7.065.53
Target Date 2016-20205 year gross return5 year net return
BCM DynamicBelay Balanced Growth (QDIA)0.000.00
Target Date 2021-20251 year gross return1 year net return
Sage Target Date 2025 Fund6.476.05
Target Date 2021-20255 year gross return5 year net return
Sage Target Date 2025 Fund5.995.59
Target Date 2026-20301 year gross return1 year net return
BCM DynamicBelay Conservative Gro(QDIA)9.217.66
Target Date 2026-20305 year gross return5 year net return
BCM DynamicBelay Conservative Gro(QDIA)0.000.00
Target Date 2031-20351 year gross return1 year net return
Sage Target Date 2035 Fund8.127.69
Target Date 2031-20355 year gross return5 year net return
Sage Target Date 2035 Fund6.956.54
Target Date 2041-20451 year gross return1 year net return
Sage Target Date 2045 Fund8.928.48
Target Date 2041-20455 year gross return5 year net return
Sage Target Date 2045 Fund7.507.08
Retirement Income5 year gross return5 year net return
Hancock Horizon Dividend Income10.629.74
Nuveen-Sector Dividend Preferred8.187.21
Texas Retirement Income Strategy8.737.03
Advisors Capital Mgt Income w/Growth7.696.24
Horizon Real Spend 77.705.67
Horizon Real Spend 57.325.29
Horizon Real Spend 47.275.24
Morningstar Ret Inc Long-Range - TDA5.824.71
Morningstar Ret Inc Long-Range - BNY5.824.24
Horizon Real Spend 66.134.12