INTERACTIVE

Top performing managers by category: commingled accounts, 2nd Quarter 2017

Large Blend1 year gross return1 year net return
BNY Mellon EB DO Large Cap Core49.3848.08
State St Nasdaq-100 Indx® NL Cl A27.4829.35
State St Nasdaq-100 Indx® NL Cl C27.4629.29
Fisher Investments U.S. Equity 321.9221.92
Blackrock (BLK) Russ 1000 Alpha Tilts CF21.3421.34
PanAgora US LgCp Stk Selector CF - I20.8020.08
Blackrock Alpha Tilts Fund CF20.0220.02
PanAgora US LgCp Stk Selector CF - R20.7820.00
Blackrock Alpha Advantage 300019.6719.67
QMA US All Cap Core Equity Fund19.7219.31
Large Blend5 year gross return5 year net return
State St Nasdaq-100 Indx® NL Cl A20.0118.15
State St Nasdaq-100 Indx® NL Cl C0.0018.09
BNY Mellon EB DO Large Cap Core19.0618.01
BNY Mellon EB DV Dynamic U.S. Equity18.3917.93
QMA US All Cap Core Equity Fund15.9315.53
QMA US Core Equity Fund15.9315.53
Blackrock Russ 1000 Alpha Tilts CF15.2115.21
Amalgamated Bank LongView Quant. LC CF15.4615.11
Blackrock Alpha Tilts Fund CF15.0215.02
Amalgamated Bank LongView LC Qtv VEBA Fd15.2514.91
Large Growth5 year gross return5 year net return
Wellington CIF II Growth S117.1616.51
Wellington CIF US Research Equity16.8416.15
Wellington CIF II Large Cap Research S116.2115.57
State St Russell Lg Cap Gr® Indx SL Cl I0.0015.33
State St Russell Lg Cap Gr® Indx NL Cl C0.0015.27
FIAM U.S. Total Market Equity CF15.8115.24
Blackrock Eq Gr Fund CF15.2015.20
Capital Group U.S. Equity DC Unit T15.8515.07
Eaton Vance (EV) EB Large Cap Growth I15.6714.92
Voya Large Cap Growth Trust15.4714.84
Small Growth1 year gross return1 year net return
Champlain Small Company Fund, LLC28.0626.83
Wellington CIF II Small Cap 2000 S127.9126.82
State St Russell Sm Cap® Gr Indx NL Cl A3.7724.42
State St Russell Sm Cap® Gr Indx NL Cl C-1.4524.37
Voya Small Cap Growth Trust24.5723.60
Frontegra Small Cap Core Fund23.5822.80
CastleArk Small Company Growth CIT17.8517.05
FIAM Small Company Pool17.7916.86
Small Growth5 year gross return5 year net return
Wellington CIF II Small Cap 2000 S117.1516.16
FIAM Small Company Pool15.9715.06
Champlain Small Company Fund, LLC15.9114.78
Frontegra Small Cap Core Fund15.1814.44
State St Russell Sm Cap® Gr Indx NL Cl A0.0013.93
State St Russell Sm Cap® Gr Indx NL Cl C0.0013.89
Voya Small Cap Growth Trust0.000.00
CastleArk Small Company Growth CIT0.000.00
Mid-Cap Value1 year gross return1 year net return
American Century US Mid Cap Value Eq Tr16.6815.96
Speece Thorson Value Fund9.007.98
Mid-Cap Value5 year gross return5 year net return
American Century US Mid Cap Value Eq Tr16.6415.92
Speece Thorson Value Fund11.9710.91
Small Value1 year gross return1 year net return
American Century US Small Cap Val Eq Tr29.9528.85
Brandywine Diversified Small Cap BIT26.9125.92
Brandywine Diversified Small Cap GT26.6425.64
State St Russell Sm Cp® Val Indx NL Cl A29.2424.78
State St Russell Sm Cp® Val Indx NL Cl C-6.0024.73
Victory Small Cap Value Collective Fund25.0123.72
Brandywine Institutional Small Cap BIT24.4223.20
PGI CIT SMID Cap Value Equity Fund23.4822.45
Brandywine Diversified Sm Cap Select BIT23.0422.07
Invesco (IVZ) US Quantitative Sm Value Trust22.1121.18
Bank Loan1 year gross return1 year net return
Shenkman Capital Mgt High Yld Bank Loan6.626.01
Voya Senior Loan Trust6.275.79
Bank Loan5 year gross return5 year net return
Voya Senior Loan Trust5.174.27
Shenkman Capital Mgt High Yld Bank Loan0.000.00
Mid-Cap Value1 year gross return1 year net return
American Century US Mid Cap Value Eq Tr16.6815.96
Speece Thorson Value Fund9.007.98
Mid-Cap Value5 year gross return5 year net return
American Century US Mid Cap Value Eq Tr16.6415.92
Speece Thorson Value Fund11.9710.91
Small Growth1 year gross return1 year net return
Champlain Small Company Fund, LLC28.0626.83
Wellington CIF II Small Cap 2000 S127.9126.82
State St Russell Sm Cap® Gr Indx NL Cl A3.7724.42
State St Russell Sm Cap® Gr Indx NL Cl C-1.4524.37
Voya Small Cap Growth Trust24.5723.60
Frontegra Small Cap Core Fund23.5822.80
CastleArk Small Company Growth CIT17.8517.05
FIAM Small Company Pool17.7916.86
Small Growth5 year gross return5 year net return
Wellington CIF II Small Cap 2000 S117.1516.16
FIAM Small Company Pool15.9715.06
Champlain Small Company Fund, LLC15.9114.78
Frontegra Small Cap Core Fund15.1814.44
State St Russell Sm Cap® Gr Indx NL Cl A0.0013.93
State St Russell Sm Cap® Gr Indx NL Cl C0.0013.89
Voya Small Cap Growth Trust0.000.00
CastleArk Small Company Growth CIT0.000.00
Long/Short Equity1 year gross return1 year net return
Blackrock Alpha Advantage 50021.1921.19
Long/Short Equity5 year gross return5 year net return
Blackrock Alpha Advantage 50015.9415.94
Leveraged Net Long1 year gross return1 year net return
WellsCap Analytic Core Eq Plus (SP500)11.1110.62
Leveraged Net Long5 year gross return5 year net return
WellsCap Analytic Core Eq Plus (SP500)14.4613.93
Foreign Large Value1 year gross return1 year net return
LSV Asset Mgt Intl Lg Cap Val Eq Trust27.3826.49
Pictet International Equity Fund LLC26.2525.20
Sprucegrove U.S. International Pool24.5423.66
Templeton Intl Equity CF23.0422.45
Macquarie Intl Value Equity (CIT 70)23.2522.39
The Boston International CF22.5421.58
LongView Intl. Value Eq Coll Fund21.5621.02
Invesco International Equity Trust19.9318.98
Allianz NFJ International Value CIT16.9516.02
Foreign Large Blend1 year gross return1 year net return
EARNEST Partners Intl27.4226.34
Fisher Investments All World Equity 325.6725.67
Blackrock Intl Alpha Tilt CF24.9324.93
Blackrock Curr Hedged EAFE Idx CF24.0024.00
GlobeFlex International All Cap CF22.3121.49
Blackrock EAFE Eq Idx Fund CF20.7920.79
BNY Mellon EB DL MVP Intl Stk Index20.6120.60
BNY Mellon ACWI ex-U.S. Fund Instl20.5920.55
BNY Mellon ACWI ex-U.S. Fund UC120.6120.50
BNY Mellon EB DV Intl Stk Index20.5720.45
Foreign Small/Mid Value1 year gross return1 year net return
Templeton International Smaller Co CF25.6424.75
Segall B & H Intl Sml Cap Founders24.8823.82
Foreign Small/Mid Value5 year gross return5 year net return
Templeton International Smaller Co CF11.3810.62
Segall B & H Intl Sml Cap Founders0.000.00
Foreign Small/Mid Growth1 year gross return1 year net return
Rainier Small Cap International Equity L17.2716.26
Foreign Small/Mid Growth5 year gross return5 year net return
Rainier Small Cap International Equity L0.000.00
Europe Stock1 year gross return1 year net return
FIAM Europe Growth Pool20.2719.44
Europe Stock5 year gross return5 year net return
FIAM Europe Growth Pool9.058.30
Pacific/Asia ex-Japan Stk1 year gross return1 year net return
NT MSCI AC Asia ex Japan-ND26.8330.62
Pacific/Asia ex-Japan Stk5 year gross return5 year net return
NT MSCI AC Asia ex Japan-ND8.128.62
Intermediate-Term Bond1 year gross return1 year net return
Invesco Core Plus Fixed Income Trust4.073.69
FIAM Core Plus Class F3.152.89
FIAM Core Plus Pool3.172.87
FIAM Core Plus Class E3.162.85
FIAM Core Plus Class K3.162.85
Wellington CIF II Core Bond Plus2.562.48
PGI CIT Commercial Mort Backed Sec Fd2.712.25
Macquarie Diversified Income (CIT 40)2.452.06
Macquarie Diversified Income (CIT 45)2.381.94
PIMCO Core Plus Bond2.311.93
Intermediate-Term Bond5 year gross return5 year net return
Invesco Core Plus Fixed Income Trust4.323.95
Voya Core Plus Trust4.023.70
FIAM Core Plus Class F3.713.46
FIAM Core Plus Class E3.713.40
FIAM Core Plus Pool3.703.39
FIAM Core Plus Class K3.703.39
Wellington CIF II Core Bond Plus3.423.23
Wellington CIF II Core Bond S13.373.09
PGI CIT Core Plus Bond Fund3.102.74
Macquarie Diversified Income (CIT 45)3.122.68
Short Government1 year gross return1 year net return
Smith Breeden High Credit Qual Short Dur1.230.88
Blackrock 1-3 Yr Govt Bond Idx CF0.150.15
JKMAM Total Gov/Credit Bond Index0.000.00
Short Government5 year gross return5 year net return
Smith Breeden High Credit Qual Short Dur1.220.82
Blackrock 1-3 Yr Govt Bond Idx CF0.800.80
JKMAM Total Gov/Credit Bond Index0.000.00
Short-Term Bond1 year gross return1 year net return
Amalgamated Ultra Construction Loan4.703.66
Washington Capital Mgt Mortgage Inc CF3.963.29
Fisher Investments U.S. Fixed Income 32.862.86
Voya Short Duration High Quality Trust1.201.45
FIAM Short Duration Pool1.030.83
BNY Mellon 1-3 Yr Govt/Credit Id Fd UC10.270.17
Short-Term Bond5 year gross return5 year net return
Amalgamated Ultra Construction Loan8.287.21
Washington Capital Mgt Mortgage Inc CF5.344.66
Voya Short Duration High Quality Trust1.461.74
FIAM Short Duration Pool1.511.27
BNY Mellon 1-3 Yr Govt/Credit Id Fd UC10.850.76
Fisher Investments U.S. Fixed Income 30.000.00
Ultrashort Bond1 year gross return1 year net return
FIAM Leveraged Loan Pool7.777.23
Ultrashort Bond5 year gross return5 year net return
FIAM Leveraged Loan Pool5.745.22
Long Government1 year gross return1 year net return
Blackrock Long Govt Bond Idx Fund CF-6.67-6.67
State St US Lg Gov Bnd Indx SL Cl I-6.43-6.92
BNY Mellon EB LT Govt Bond Index-6.91-6.97
Blackrock 20+ Treas Bond Idx CF-7.25-7.25
FIAM Long U.S. Treasury STRIPS - Pool-10.60-10.73
Long Government5 year gross return5 year net return
Blackrock 20+ Treas Bond Idx CF2.892.89
State St US Lg Gov Bnd Indx SL Cl I0.002.84
BNY Mellon EB LT Govt Bond Index2.842.78
Blackrock Long Govt Bond Idx Fund CF1.921.92
FIAM Long U.S. Treasury STRIPS - Pool0.000.00
Long-Term Bond1 year gross return1 year net return
Loomis Sayles CPFD CIT5.444.97
FIAM Long Corporate Pool3.803.54
Blackrock Long Corp Bond Idx CF3.103.10
BNY Mellon EB LT Credit Bond Index3.052.98
FIAM Long Duration CIT-0.09-0.34
Long-Term Bond5 year gross return5 year net return
BNY Mellon EB LT Credit Bond Index5.435.38
FIAM Long Corporate Pool5.585.32
Loomis Sayles CPFD CIT5.194.71
FIAM Long Duration CIT4.754.49
Blackrock Long Corp Bond Idx CF0.000.00
Multisector Bond1 year gross return1 year net return
Loomis Sayles MSFD CIT8.618.00
Pioneer Multi-Sector F/I - T35.785.59
Pioneer Multi-Sector F/I - T25.695.22
FIAM Broad Market Duration Pool1.160.93
BlackRock CorePlus Bond Fund0.070.07
Blackrock CoreActive Bond Fund0.070.07
FIAM U.S. Aggregate Bond Index - Pool-0.50-0.62
Multisector Bond5 year gross return5 year net return
Pioneer Multi-Sector F/I - T34.874.69
FIAM Broad Market Duration Pool3.082.82
BlackRock CorePlus Bond Fund2.782.78
Blackrock CoreActive Bond Fund2.662.66
FIAM U.S. Aggregate Bond Index - Pool2.232.11
Loomis Sayles MSFD CIT0.000.00
Pioneer Multi-Sector F/I - T20.000.00
Intermediate-Term Bond1 year gross return1 year net return
Invesco Core Plus Fixed Income Trust4.073.69
FIAM Core Plus Class F3.152.89
FIAM Core Plus Pool3.172.87
FIAM Core Plus Class E3.162.85
FIAM Core Plus Class K3.162.85
Wellington CIF II Core Bond Plus2.562.48
PGI CIT Commercial Mort Backed Sec Fd2.712.25
Macquarie Diversified Income (CIT 40)2.452.06
Macquarie Diversified Income (CIT 45)2.381.94
PIMCO Core Plus Bond2.311.93
Intermediate-Term Bond5 year gross return5 year net return
Invesco Core Plus Fixed Income Trust4.323.95
Voya Core Plus Trust4.023.70
FIAM Core Plus Class F3.713.46
FIAM Core Plus Class E3.713.40
FIAM Core Plus Pool3.703.39
FIAM Core Plus Class K3.703.39
Wellington CIF II Core Bond Plus3.423.23
Wellington CIF II Core Bond S13.373.09
PGI CIT Core Plus Bond Fund3.102.74
Macquarie Diversified Income (CIT 45)3.122.68
Short Government1 year gross return1 year net return
Smith Breeden High Credit Qual Short Dur1.230.88
Blackrock 1-3 Yr Govt Bond Idx CF0.150.15
JKMAM Total Gov/Credit Bond Index0.000.00
Short Government5 year gross return5 year net return
Smith Breeden High Credit Qual Short Dur1.220.82
Blackrock 1-3 Yr Govt Bond Idx CF0.800.80
JKMAM Total Gov/Credit Bond Index0.000.00
Short-Term Bond1 year gross return1 year net return
Amalgamated Ultra Construction Loan4.703.66
Washington Capital Mgt Mortgage Inc CF3.963.29
Fisher Investments U.S. Fixed Income 32.862.86
Voya Short Duration High Quality Trust1.201.45
FIAM Short Duration Pool1.030.83
BNY Mellon 1-3 Yr Govt/Credit Id Fd UC10.270.17
Short-Term Bond5 year gross return5 year net return
Amalgamated Ultra Construction Loan8.287.21
Washington Capital Mgt Mortgage Inc CF5.344.66
Voya Short Duration High Quality Trust1.461.74
FIAM Short Duration Pool1.511.27
BNY Mellon 1-3 Yr Govt/Credit Id Fd UC10.850.76
Fisher Investments U.S. Fixed Income 30.000.00
Ultrashort Bond1 year gross return1 year net return
FIAM Leveraged Loan Pool7.777.23
Ultrashort Bond5 year gross return5 year net return
FIAM Leveraged Loan Pool5.745.22
Long Government1 year gross return1 year net return
Blackrock Long Govt Bond Idx Fund CF-6.67-6.67
State St US Lg Gov Bnd Indx SL Cl I-6.43-6.92
BNY Mellon EB LT Govt Bond Index-6.91-6.97
Blackrock 20+ Treas Bond Idx CF-7.25-7.25
FIAM Long U.S. Treasury STRIPS - Pool-10.60-10.73
Long Government5 year gross return5 year net return
Blackrock 20+ Treas Bond Idx CF2.892.89
State St US Lg Gov Bnd Indx SL Cl I0.002.84
BNY Mellon EB LT Govt Bond Index2.842.78
Blackrock Long Govt Bond Idx Fund CF1.921.92
FIAM Long U.S. Treasury STRIPS - Pool0.000.00
Long-Term Bond1 year gross return1 year net return
Loomis Sayles CPFD CIT5.444.97
FIAM Long Corporate Pool3.803.54
Blackrock Long Corp Bond Idx CF3.103.10
BNY Mellon EB LT Credit Bond Index3.052.98
FIAM Long Duration CIT-0.09-0.34
Long-Term Bond5 year gross return5 year net return
BNY Mellon EB LT Credit Bond Index5.435.38
FIAM Long Corporate Pool5.585.32
Loomis Sayles CPFD CIT5.194.71
FIAM Long Duration CIT4.754.49
Blackrock Long Corp Bond Idx CF0.000.00
Multisector Bond1 year gross return1 year net return
Loomis Sayles MSFD CIT8.618.00
Pioneer Multi-Sector F/I - T35.785.59
Pioneer Multi-Sector F/I - T25.695.22
FIAM Broad Market Duration Pool1.160.93
BlackRock CorePlus Bond Fund0.070.07
Blackrock CoreActive Bond Fund0.070.07
FIAM U.S. Aggregate Bond Index - Pool-0.50-0.62
Multisector Bond5 year gross return5 year net return
Pioneer Multi-Sector F/I - T34.874.69
FIAM Broad Market Duration Pool3.082.82
BlackRock CorePlus Bond Fund2.782.78
Blackrock CoreActive Bond Fund2.662.66
FIAM U.S. Aggregate Bond Index - Pool2.232.11
Loomis Sayles MSFD CIT0.000.00
Pioneer Multi-Sector F/I - T20.000.00
Inflation-Protected Bond1 year gross return1 year net return
PIMCO Real Return Strategy Fund1.070.57
Wellington CIF II TIPS S10.810.34
PIMCO Real Return Collective Trust II0.20-0.24
U.S. Treasury Inflation Prot Sec Fund F-0.40-0.40
FIAM U.S. TIPS Index - Pool-0.35-0.45
State St US Infl Protct Bnd Indx NL Cl A0.00-0.64
BNY Mellon TIPS Index Fund UC1-0.66-0.73
Inflation-Protected Bond5 year gross return5 year net return
U.S. Treasury Inflation Prot Sec Fund F0.370.37
State St US Infl Protct Bnd Indx NL Cl A0.000.24
Wellington CIF II TIPS S10.440.23
BNY Mellon TIPS Index Fund UC10.220.15
FIAM U.S. TIPS Index - Pool0.240.14
PIMCO Real Return Collective Trust II0.24-0.20
PIMCO Real Return Strategy Fund0.000.00
Convertibles1 year gross return1 year net return
Shenkman Capital Mgt Gamma Convert Fund10.869.99
Convertibles5 year gross return5 year net return
Shenkman Capital Mgt Gamma Convert Fund6.645.79
Emerging Markets Bond1 year gross return1 year net return
TCW Emerging Markets Fixed Income Cl D11.4310.56
FIAM Emerging Market Debt Pool9.819.10
Capital Group EM Debt (Broad) DB Fund8.998.35
Capital Group EM Debt (Broad) DC Unit T8.918.26
Emerging Markets Bond5 year gross return5 year net return
FIAM Emerging Market Debt Pool7.096.40
TCW Emerging Markets Fixed Income Cl D6.205.36
Capital Group EM Debt (Broad) DB Fund3.362.74
Capital Group EM Debt (Broad) DC Unit T3.262.65
World Allocation1 year gross return1 year net return
Wellington Opportunistic Investment17.3916.31
Capital EM Total Opportunities DB Fund12.1311.03
Capital Group Absolute Income Grower DB8.788.03
Wellington CIF II Divers Inflation Hg S13.492.55
State St Real Asset NL Cl A0.001.99
State St Real Asset NL Cl C11.741.81
PIMCO Diversified Real Asset CIT-1.54-2.05
World Allocation5 year gross return5 year net return
Capital Group Absolute Income Grower DB8.667.91
Wellington Opportunistic Investment8.187.06
Capital EM Total Opportunities DB Fund3.262.23
PIMCO Diversified Real Asset CIT0.48-0.04
State St Real Asset NL Cl A0.00-0.34
State St Real Asset NL Cl C0.00-0.51
Wellington CIF II Divers Inflation Hg S1-3.13-4.01
Conservative Allocation1 year gross return1 year net return
State Street Tactical Bal Growth SL Fd11.3111.15
Manning & Napier Pro-Mix Modrte Term S7.776.81
Manning & Napier Pro-Mix Consrv Term S6.345.44
Wellington CIF II Balanced Real Asset S12.592.02
Conservative Allocation5 year gross return5 year net return
State Street Tactical Bal Growth SL Fd9.219.05
Manning & Napier Pro-Mix Modrte Term S6.635.67
Manning & Napier Pro-Mix Consrv Term S5.204.31
Wellington CIF II Balanced Real Asset S1-1.80-2.41
Moderate Allocation1 year gross return1 year net return
Enterprise Hldgs Ret Sav Pl Pft Shr Pl11.4011.31
Manning & Napier Pro-Mix Extend Term S9.968.98
Moderate Allocation5 year gross return5 year net return
Enterprise Hldgs Ret Sav Pl Pft Shr Pl0.008.93
Manning & Napier Pro-Mix Extend Term S8.047.07
Target Date 2000-20101 year gross return1 year net return
FIAM Target Date 2010 Composite10.049.95
FIAM Target Date 2010 S10.089.79
FIAM Target Date 2010 R10.129.79
FIAM Target Date 2010 X10.129.73
FIAM Target Date 2010 Q10.119.73
FIAM Target Date 2010 Y10.079.70
FIAM Target Date 2010 P10.109.66
FIAM Target Date 2010 V10.099.60
FIAM Target Date 2010 U10.109.55
FIAM Target Date 2010 W9.829.39
Target Date 2000-20105 year gross return5 year net return
FIAM Target Date 2010 S7.407.12
FIAM Target Date 2010 R7.407.08
FIAM Target Date 2010 Y7.397.03
FIAM Target Date 2010 Q7.387.01
FIAM Target Date 2010 X7.397.00
FIAM Target Date 2010 P7.396.96
FIAM Target Date 2010 Composite7.396.92
FIAM Target Date 2010 W7.336.90
FIAM Target Date 2010 V7.386.88
FIAM Target Date 2010 U7.406.85
Target Date 2011-20151 year gross return1 year net return
FIAM Target Date 2015 Composite11.8211.73
FIAM Target Date 2015 Q11.9111.52
FIAM Target Date 2015 R11.8411.51
FIAM Target Date 2015 S11.7911.50
FIAM Target Date 2015 X11.8411.44
FIAM Target Date 2015 Y11.7911.42
FIAM Target Date 2015 V11.8111.31
FIAM Target Date 2015 P11.7411.30
FIAM Target Date 2015 U11.8511.29
FIAM Target Date 2015 W11.4411.00
Target Date 2011-20155 year gross return5 year net return
FIAM Target Date 2015 S8.037.75
FIAM Target Date 2015 R7.967.64
FIAM Target Date 2015 Y7.957.59
FIAM Target Date 2015 Q7.967.58
FIAM Target Date 2015 X7.927.52
FIAM Target Date 2015 P7.957.51
FIAM Target Date 2015 Composite7.967.49
FIAM Target Date 2015 W7.897.46
FIAM Target Date 2015 V7.947.44
FIAM Target Date 2015 U7.967.41
Target Date 2016-20201 year gross return1 year net return
FIAM Target Date 2020 Composite13.0412.94
FIAM Target Date 2020 R13.0112.67
FIAM Target Date 2020 S12.9512.66
FIAM Target Date 2020 Y13.0212.64
FIAM Target Date 2020 X13.0012.59
FIAM Target Date 2020 V13.0512.55
FIAM Target Date 2020 P12.9812.53
FIAM Target Date 2020 Q12.9112.52
FIAM Target Date 2020 U13.0112.44
FIAM Target Date 2020 W12.5912.15
Target Date 2016-20205 year gross return5 year net return
FIAM Target Date 2020 S8.548.26
FIAM Target Date 2020 R8.528.20
FIAM Target Date 2020 Y8.538.16
FIAM Target Date 2020 Q8.528.14
FIAM Target Date 2020 X8.538.13
FIAM Target Date 2020 P8.538.08
FIAM Target Date 2020 Composite8.538.06
FIAM Target Date 2020 V8.548.04
FIAM Target Date 2020 W8.458.02
FIAM Target Date 2020 U8.547.98
Target Date 2021-20251 year gross return1 year net return
FIAM Target Date 2025 Composite14.1914.09
FIAM Target Date 2025 R14.1913.85
FIAM Target Date 2025 S14.1213.83
FIAM Target Date 2025 Y14.1913.81
FIAM Target Date 2025 Q14.1713.77
FIAM Target Date 2025 X14.1813.77
FIAM Target Date 2025 P14.1513.70
FIAM Target Date 2025 V14.1613.65
FIAM Target Date 2025 U14.1913.62
FIAM Target Date 2025 W13.6813.24
Target Date 2021-20255 year gross return5 year net return
FIAM Target Date 2025 S9.579.28
FIAM Target Date 2025 R9.549.21
FIAM Target Date 2025 Y9.549.16
FIAM Target Date 2025 Q9.539.14
FIAM Target Date 2025 X9.539.13
FIAM Target Date 2025 P9.539.09
FIAM Target Date 2025 Composite9.539.06
FIAM Target Date 2025 V9.539.02
FIAM Target Date 2025 W9.449.00
FIAM Target Date 2025 U9.548.98
Target Date 2026-20301 year gross return1 year net return
FIAM Target Date 2030 Composite16.9316.83
FIAM Target Date 2030 R16.9216.57
FIAM Target Date 2030 S16.8616.56
FIAM Target Date 2030 X16.9216.50
FIAM Target Date 2030 Q16.9116.50
FIAM Target Date 2030 Y16.8616.46
FIAM Target Date 2030 P16.9016.43
FIAM Target Date 2030 V16.9216.39
FIAM Target Date 2030 U16.9516.36
FIAM Target Date 2030 W16.2215.76
Target Date 2026-20305 year gross return5 year net return
FIAM Target Date 2030 S10.3310.05
FIAM Target Date 2030 R10.3310.00
FIAM Target Date 2030 Y10.329.95
FIAM Target Date 2030 Q10.329.94
FIAM Target Date 2030 X10.339.92
FIAM Target Date 2030 P10.339.89
FIAM Target Date 2030 Composite10.339.86
FIAM Target Date 2030 V10.339.82
FIAM Target Date 2030 U10.349.77
FIAM Target Date 2030 W10.209.76
Target Date 2031-20351 year gross return1 year net return
FIAM Target Date 2035 Composite18.9518.84
FIAM Target Date 2035 S19.0018.70
FIAM Target Date 2035 Y19.0018.60
FIAM Target Date 2035 R18.9318.57
FIAM Target Date 2035 P18.9918.52
FIAM Target Date 2035 X18.9318.50
FIAM Target Date 2035 Q18.9218.50
FIAM Target Date 2035 V18.9918.46
FIAM Target Date 2035 U18.9418.35
FIAM Target Date 2035 W18.2117.75
Target Date 2031-20355 year gross return5 year net return
FIAM Target Date 2035 S11.2810.99
FIAM Target Date 2035 R11.2610.93
FIAM Target Date 2035 Y11.2810.90
FIAM Target Date 2035 Q11.2710.88
FIAM Target Date 2035 P11.2710.83
FIAM Target Date 2035 X11.2410.83
FIAM Target Date 2035 Composite11.2710.79
FIAM Target Date 2035 V11.2410.73
FIAM Target Date 2035 W11.1410.70
FIAM Target Date 2035 U11.2510.68
Target Date 2036-20401 year gross return1 year net return
FIAM Target Date 2040 Composite18.9618.86
FIAM Target Date 2040 S18.9418.64
FIAM Target Date 2040 Q19.0318.62
FIAM Target Date 2040 R18.9518.60
Wellington Trust Target 204019.1718.60
FIAM Target Date 2040 Y18.9518.55
FIAM Target Date 2040 P19.0218.54
FIAM Target Date 2040 X18.9618.53
FIAM Target Date 2040 V19.0218.48
FIAM Target Date 2040 U19.0118.42
Target Date 2036-20405 year gross return5 year net return
FIAM Target Date 2040 S11.3811.09
FIAM Target Date 2040 R11.3611.03
FIAM Target Date 2040 Y11.3610.99
FIAM Target Date 2040 Q11.3710.98
FIAM Target Date 2040 P11.3710.93
FIAM Target Date 2040 X11.3410.93
FIAM Target Date 2040 Composite11.3610.89
FIAM Target Date 2040 V11.3710.86
FIAM Target Date 2040 U11.3410.77
FIAM Target Date 2040 W11.2110.77
Target Date 2041-20451 year gross return1 year net return
FIAM Target Date 2045 Composite19.0418.94
FIAM Target Date 2045 R19.1018.74
FIAM Target Date 2045 S19.0118.71
FIAM Target Date 2045 Y19.0118.61
FIAM Target Date 2045 X19.0118.58
FIAM Target Date 2045 P19.0018.52
FIAM Target Date 2045 Q18.9218.51
FIAM Target Date 2045 V19.0118.47
FIAM Target Date 2045 U19.0518.45
FIAM Target Date 2045 W18.2817.82
Target Date 2041-20455 year gross return5 year net return
FIAM Target Date 2045 S11.5011.21
FIAM Target Date 2045 R11.5211.18
FIAM Target Date 2045 Y11.5011.13
FIAM Target Date 2045 X11.5411.13
FIAM Target Date 2045 Q11.4911.11
FIAM Target Date 2045 P11.5011.05
FIAM Target Date 2045 Composite11.5111.03
FIAM Target Date 2045 V11.5111.00
Voya Target Solution 2045 Trust11.5110.97
FIAM Target Date 2045 W11.3810.94