INTERACTIVE

Top performing managers by category: separate accounts, 3rd Quarter 2017

Large Blend5 year gross return5 year net return
NB Nackenson SMA Strategy17.5717.57
Mellon Capital Dynamic U.S. Equity Comp17.8017.23
Glenmede Large Cap Equity17.1316.27
Aristotle Value Equity16.4916.11
Wakefield Large Cap Equity17.7216.10
NB Multi-Cap Opportunities16.0716.07
Jacobs Levy Core Equity (Russell 3000)16.2915.79
Glenmede Large Cap Environmental16.4915.63
Jacobs Levy Large Cap (S&P 500)16.1815.63
Harris Assoc. U.S. Equity Comp16.4315.58
Mid-Cap Blend1 year gross return1 year net return
Clark Navigator All Cap Core30.0029.55
The Capital Mgt Corp All Cap Equity Comp30.4729.46
The Boston Opportunistic Investor34.4328.45
Fisher Small and Mid Cap Value27.4626.46
Advisors Capital Mgt Growth26.3324.76
Fisher Mid-Cap Value25.5324.64
Scout Mid Cap Equity25.3624.38
Leuthold Select Industries25.0323.82
Smith Graham SMID (Small/Mid) Cap Value24.6923.80
Zacks Mid-Cap Core Strategy24.6723.76
Small Blend1 year gross return1 year net return
Wakefield Small Cap Equity33.8832.16
Ironwood Inv Mgt Conc Small Cap Val33.6532.10
Allianz US Systematic Small Cap32.1731.52
Kestrel Inv Mgt Corp. Sm-Cap Val Eq30.8929.71
The Capital Mgt Corp SMID30.3329.70
Robotti Value Equity30.4428.08
Zacks Small Company Earnings Strategy28.3427.40
Shapiro Capital Mgt Sm-Cap Val28.4227.23
Systematic Small Cap Free Cash Flow28.3127.11
WEDGE Micro Cap Value28.6427.07
Small Blend5 year gross return5 year net return
Federated MDT Sm-Cap Core20.0818.91
Wakefield Small Cap Equity20.0118.45
Jacobs Levy Small Cap (S&P 600)19.4218.43
361 U.S. Small Cap Equity19.6618.39
ZPR Fundamental Small Cap Value19.1917.82
The Capital Mgt Corp SMID18.4517.77
BMO Disciplined Small-Cap Core18.8017.76
Affinity Small Cap Equity18.1617.32
Wellington Small Cap Opportunities18.2317.17
Orchard Select Small Cap Value18.2817.12
Large Growth1 year gross return1 year net return
ICON Dom Core Eq37.2736.41
Merlin Dynamic Growth33.9232.44
The CMC Alpha32.5431.78
LEIA CBI31.4431.44
T. Rowe Price US Large-Cap Growth Equity31.3430.72
Mark Focus32.8630.20
Integre Large Cap Value30.1829.99
Merlin Large Cap Growth30.7829.88
T. Rowe Price U.S. Growth Stock SMA29.0229.02
Marsico Non-Taxable Select Alpha Growth31.0028.86
Large Growth5 year gross return5 year net return
LEIA CBI20.4320.43
Cookson Peirce All-Cap Equity MA20.4219.83
Cognios Quantitative Large Cap Growth19.5819.20
Loomis Sayles All Cap Growth19.3718.82
Edgewood Mgt Lg-Cap Gr19.8218.81
Advisory Research U.S. Large Cap Growth19.1018.56
Morgan Stanley (MS) Growth19.3318.45
Loomis Sayles Large Cap Growth18.6518.22
T. Rowe Price US Large-Cap Growth Equity18.4817.91
Cookson All-Cap Equity18.9717.81
Mid-Cap Growth1 year gross return1 year net return
FIIG Small and Mid Cap Core31.1230.17
Naylor & Company Core Composite32.5130.04
Princeton Sector Select Composite30.0328.76
Loomis Sayles Small/Mid Cap Growth28.3127.25
Pinnacle Small Mid Cap Equity28.2226.97
Curran Mid Cap Core Growth Equity26.4125.59
William Blair SMID Gr Team26.5625.36
Baron High Growth Strategy26.0624.86
BlackRock (BLK) Md-Cap Gr Eq25.1924.69
Texas All Cap Growth25.1124.68
Small Growth1 year gross return1 year net return
Kayne Anderson Rudnick SC Quality Select72.8470.82
Granahan Inv Mgt Small Cap Discoveries40.3539.41
Weatherbie Capital – Spec Gr Eq35.3334.39
Kayne Anderson Rudnick SC Sustain Growth35.0733.78
Oberweis Micro-Cap Growth34.6833.67
RS Small Cap Growth33.6732.48
Granahan SC Advantage32.9632.39
Baron Discovery Strategy32.8531.75
Scout Small Cap Equity32.5231.42
Conestoga Small Cap Growth31.9331.15
Large Value1 year gross return1 year net return
Cornerstone Concentrated 3028.6327.69
O'Shaughnessy Market Leaders Core26.3525.80
Markston U.S. Large Cap Value26.2725.41
Large Cap Value25.6524.91
Cornerstone Value 5025.0224.10
Harris Assoc. U.S. Diversified Comp25.8924.01
Hotchkis & Wiley - Lg-Cap Divers Val24.0723.86
Federated Clover All Cap Value24.7723.85
Systematic Financial Mgt Lg-Cap Val ES24.4123.68
Hotchkis & Wiley - Lg-Cap Fundamental V24.0823.65
Large Value5 year gross return5 year net return
PIMCO StocksPLUS Long Duration18.4417.87
Lyrical U.S. Value Equity – EQ19.5517.82
Alpha Quant Value Equity19.0117.71
WEDGE Large Cap Value17.6616.80
Large Cap Value16.9216.24
Cornerstone Value 5016.9616.09
Numeric Investors Large Core16.6916.08
Pzena U.S. Best Ideas17.0115.86
Queens Oak Concentrated Large Cap Value16.7915.81
Boston Partners Premium Equity16.4315.81
Mid-Cap Value1 year gross return1 year net return
Donald Smith & Co. Md-Cap Val Eq34.0933.72
Allianz Mid Cap Value 10031.8730.77
Knightsbridge Asset Mgt Opp Val30.4829.05
MAP US Multi-Cap Value Composite28.0126.77
Shapiro Capital Mgt Enh Small Cap Value27.4226.24
Smith Graham Mid-Cap Value26.6125.68
Donald Smith & Co. All Eq Accounts Comp26.2525.62
TCW Relative Value Mid Cap26.4325.42
AJO Large Cap - Dynamic 115/1524.8324.51
HIS Dividend Plus25.9924.11
Mid-Cap Value5 year gross return5 year net return
Smith Graham Mid-Cap Value18.6217.74
Donald Smith & Co. Lg-Cap Cncntrd Val Eq18.1717.59
Martingale MidCap Core17.8817.07
Brandywine Div Mid Cap Dedicated Val17.8717.00
Brandes U.S. Small-Mid Cap Value Equity17.9916.91
Denali Network Value Mid16.8116.40
Pzena Mid-Cap Focused Value17.1016.37
Donald Smith & Co. Md-Cap Val Eq16.5316.22
TSW Mid-Cap Value16.6516.16
LSV Asset Mgt Md-Cap Val Eq16.8716.15
Small Value1 year gross return1 year net return
Pacific Ridge Capital Ptnrs Micro Cp Val38.2135.55
Towle & Co. Deep Value33.3332.39
ZPR Volume Momentum33.6931.34
DGHM Micro Cap31.7730.22
Schneider Capital Mgt Sm-Cap Val31.2629.72
Walthausen & Co Small Cap Value Comp29.7928.99
Cooke & Bieler Small Cap Value Equity29.9928.71
Denali Network Value Micro29.9028.38
DePrince, Race & Zollo, Micro Cap Val28.3027.09
Hotchkis & Wiley -Small Cap Divsfd Value27.7326.81
Small Value5 year gross return5 year net return
Towle & Co. Deep Value21.5520.69
Pacific Ridge Capital Ptnrs Micro Cp Val22.5720.66
O'Shaughnessy Micro Cap21.2819.99
Cooke & Bieler Small Cap Value Equity18.9318.07
Federated MDT Sm-Cap Val19.0317.85
DGHM Micro Cap19.1017.70
ZPR Volume Momentum19.5717.57
Hotchkis & Wiley -Small Cap Divsfd Value18.0617.09
Foundry Partners Micro Cap Value18.1517.06
WellsCap Analytic Small-Mid Cap Equity17.6616.99
Bear Market1 year gross return1 year net return
Federated Alternative Bear Equity Comp-15.03-16.32
Bear Market5 year gross return5 year net return
Federated Alternative Bear Equity Comp-13.71-15.02
Financial1 year gross return1 year net return
ZPR Volume Value42.5640.23
Bluestone Banking Total Return Strategy35.5333.77
ZPR Volume Winners34.0331.90
Bluestone US Bank Opportunity Strategy28.2925.83
McKinley Capital Business Development Co11.7210.26
Confluence BDC-Wrap11.7210.00
Advisory Research BDC5.954.94
Financial5 year gross return5 year net return
ZPR Volume Value24.8022.74
ZPR Volume Winners20.7718.82
Bluestone Banking Total Return Strategy0.000.00
Bluestone US Bank Opportunity Strategy0.000.00
McKinley Capital Business Development Co0.000.00
Confluence BDC-Wrap0.000.00
Advisory Research BDC0.000.00
Health1 year gross return1 year net return
Kopp AccruHealth24.5022.92
Financial Trust Health Value13.2211.82
Janus Henderson Gbl Life Sciences ADR MA11.338.12
Nicholas Inv-Healthcare Opportunities0.000.00
Health5 year gross return5 year net return
Financial Trust Health Value19.4017.91
Kopp AccruHealth17.4416.08
Janus Henderson Gbl Life Sciences ADR MA18.1414.71
Nicholas Inv-Healthcare Opportunities0.000.00
Equity Precious Metals1 year gross return1 year net return
WellsCap Precious Metals-14.24-15.06
GAMCO Gold-16.48-17.27
Equity Precious Metals5 year gross return5 year net return
GAMCO Gold-11.50-12.41
WellsCap Precious Metals-12.41-13.25
Real Estate1 year gross return1 year net return
Ranger Global Real Estate13.5712.69
Anchor REIT9.989.42
Cohen & Steers Realty Focus7.906.98
SmithAssetMgt–REIT7.526.47
Adelante Core Plus Strategy Composite4.514.51
CBRE Clarion International Real Estate4.443.59
Neuberger Berman REIT3.983.20
Heitman US Diversified Wilshire3.152.72
Adelante Total Return Strategy Composite2.492.20
PGI Real Estate Equity Securities2.391.84
Real Estate5 year gross return5 year net return
Cohen & Steers Realty Focus15.4514.43
Chilton Capital REIT11.9410.98
Heitman US Focused Wilshire11.6610.92
Heitman US Diversified Wilshire11.3510.87
PGI Real Estate Equity Securities11.3710.76
CenterSquare REIT Separate Account10.8810.32
SmithAssetMgt–REIT11.2210.12
Wellington Real Estate Securities10.8510.03
Cornerstone U.S. REIT Total Return10.449.89
Adelante Total Return Strategy Composite10.259.84
Technology1 year gross return1 year net return
Crabtree Multi-Cap Technology40.6239.73
Zevenbergen Z/Tech39.8238.63
RS Technology Composite37.7236.35
Allianz Global Technology Equity32.2330.93
Wellington Global Technology Opps31.0730.06
Wellington Global Technology29.8428.88
Princeton Young Enterprise Shares (YES)29.2328.35
Oak Associates Technology Portfolio29.0127.74
MFS Technology Equity27.9727.01
TCW Global Technology20.1518.95
Technology5 year gross return5 year net return
Zevenbergen Z/Tech26.3625.22
Wellington Global Technology Opps21.7020.80
Crabtree Multi-Cap Technology20.8019.97
RS Technology Composite20.6019.39
Wellington Global Technology20.0019.12
Oak Associates Technology Portfolio19.7719.06
Allianz Global Technology Equity19.7718.54
MFS Technology Equity19.2218.32
TCW Global Technology14.9313.78
Princeton Young Enterprise Shares (YES)12.4411.10
Utilities1 year gross return1 year net return
MFS Utilities Equity12.7812.05
Wellington Enduring Assets11.4510.62
Miller/Howard – Utilities Plus10.769.66
Miller/Howard Infrastructure7.946.88
Reaves Long Term Val(Util/Ener/Infrastr)6.956.39
Utilities5 year gross return5 year net return
Miller/Howard – Utilities Plus12.8411.73
Miller/Howard Infrastructure10.119.02
Wellington Enduring Assets9.828.96
Reaves Long Term Val(Util/Ener/Infrastr)9.328.76
MFS Utilities Equity9.458.74
Aggressive Allocation1 year gross return1 year net return
ValueWorks Cap App27.3425.87
Clark Navigator MultiStrategy 75-25(SAI)18.1017.69
WSTCM International Select Risk-Managed18.2617.42
Morningstar A/P Growth - BNY19.0517.27
CLS American Funds Agg Growth 8517.4417.17
Horizon Hybrid Focused17.1117.11
AT Capital Mgmt MA - Aggressive Growth17.6316.68
WisdomTree Aggressive Allocation CF16.1816.18
WisdomTree Aggressive Allocation16.1816.18
Morningstar A/P Growth TaxSen - BNY17.8816.12
Aggressive Allocation5 year gross return5 year net return
ValueWorks Cap App13.8312.44
Clark Navigator MultiStrategy 75-25(SAI)12.5012.11
Niemann Risk Managed US Equity13.8111.66
CLS American Funds Agg Growth 8511.6711.40
Advisors Capital Mgt Balanced12.5811.16
Golub Group Equity Income12.1110.95
Eads and Heald Inv Counsel Bal11.4110.49
Dean Inv Multi-Cap 8011.1910.40
Palouse Capital Diversified Income Strat10.8110.37
Atalanta Sosnoff Balanced10.9510.12
Bank Loan1 year gross return1 year net return
DDJ Bank Loan Strategy10.6610.04
Octagon Senior Secured Credit7.406.71
OFI Global Senior Loans6.816.30
Eaton Vance (EV) Mgt Senior Secured Floating6.776.27
Loomis Sayles Sr Floating Rate and FI6.505.97
Ares Institutional Loan Fund L.P.6.315.46
Prudential US Senior Secured Loans6.035.45
Invesco (IVZ) Zodiac US Senior Loan Composite5.885.35
Seix High Yield Bank Loans5.765.23
Columbia Bank Loan Strategy5.664.99
Small Value5 year gross return5 year net return
Towle & Co. Deep Value21.5520.69
Pacific Ridge Capital Ptnrs Micro Cp Val22.5720.66
O'Shaughnessy Micro Cap21.2819.99
Cooke & Bieler Small Cap Value Equity18.9318.07
Federated MDT Sm-Cap Val19.0317.85
DGHM Micro Cap19.1017.70
ZPR Volume Momentum19.5717.57
Hotchkis & Wiley -Small Cap Divsfd Value18.0617.09
Foundry Partners Micro Cap Value18.1517.06
WellsCap Analytic Small-Mid Cap Equity17.6616.99
Mid-Cap Value1 year gross return1 year net return
Donald Smith & Co. Md-Cap Val Eq34.0933.72
Allianz Mid Cap Value 10031.8730.77
Knightsbridge Asset Mgt Opp Val30.4829.05
MAP US Multi-Cap Value Composite28.0126.77
Shapiro Capital Mgt Enh Small Cap Value27.4226.24
Smith Graham Mid-Cap Value26.6125.68
Donald Smith & Co. All Eq Accounts Comp26.2525.62
TCW Relative Value Mid Cap26.4325.42
AJO Large Cap - Dynamic 115/1524.8324.51
HIS Dividend Plus25.9924.11
Mid-Cap Value5 year gross return5 year net return
Smith Graham Mid-Cap Value18.6217.74
Donald Smith & Co. Lg-Cap Cncntrd Val Eq18.1717.59
Martingale MidCap Core17.8817.07
Brandywine Div Mid Cap Dedicated Val17.8717.00
Brandes U.S. Small-Mid Cap Value Equity17.9916.91
Denali Network Value Mid16.8116.40
Pzena Mid-Cap Focused Value17.1016.37
Donald Smith & Co. Md-Cap Val Eq16.5316.22
TSW Mid-Cap Value16.6516.16
LSV Asset Mgt Md-Cap Val Eq16.8716.15
Large Value1 year gross return1 year net return
Cornerstone Concentrated 3028.6327.69
O'Shaughnessy Market Leaders Core26.3525.80
Markston U.S. Large Cap Value26.2725.41
Large Cap Value25.6524.91
Cornerstone Value 5025.0224.10
Harris Assoc. U.S. Diversified Comp25.8924.01
Hotchkis & Wiley - Lg-Cap Divers Val24.0723.86
Federated Clover All Cap Value24.7723.85
Systematic Financial Mgt Lg-Cap Val ES24.4123.68
Hotchkis & Wiley - Lg-Cap Fundamental V24.0823.65
Large Value5 year gross return5 year net return
PIMCO StocksPLUS Long Duration18.4417.87
Lyrical U.S. Value Equity – EQ19.5517.82
Alpha Quant Value Equity19.0117.71
WEDGE Large Cap Value17.6616.80
Large Cap Value16.9216.24
Cornerstone Value 5016.9616.09
Numeric Investors Large Core16.6916.08
Pzena U.S. Best Ideas17.0115.86
Queens Oak Concentrated Large Cap Value16.7915.81
Boston Partners Premium Equity16.4315.81
Small Growth1 year gross return1 year net return
Kayne Anderson Rudnick SC Quality Select72.8470.82
Granahan Inv Mgt Small Cap Discoveries40.3539.41
Weatherbie Capital – Spec Gr Eq35.3334.39
Kayne Anderson Rudnick SC Sustain Growth35.0733.78
Oberweis Micro-Cap Growth34.6833.67
RS Small Cap Growth33.6732.48
Granahan SC Advantage32.9632.39
Baron Discovery Strategy32.8531.75
Scout Small Cap Equity32.5231.42
Conestoga Small Cap Growth31.9331.15
Mid-Cap Growth1 year gross return1 year net return
FIIG Small and Mid Cap Core31.1230.17
Naylor & Company Core Composite32.5130.04
Princeton Sector Select Composite30.0328.76
Loomis Sayles Small/Mid Cap Growth28.3127.25
Pinnacle Small Mid Cap Equity28.2226.97
Curran Mid Cap Core Growth Equity26.4125.59
William Blair SMID Gr Team26.5625.36
Baron High Growth Strategy26.0624.86
BlackRock Md-Cap Gr Eq25.1924.69
Texas All Cap Growth25.1124.68
Large Growth1 year gross return1 year net return
ICON Dom Core Eq37.2736.41
Merlin Dynamic Growth33.9232.44
The CMC Alpha32.5431.78
LEIA CBI31.4431.44
T. Rowe Price US Large-Cap Growth Equity31.3430.72
Mark Focus32.8630.20
Integre Large Cap Value30.1829.99
Merlin Large Cap Growth30.7829.88
T. Rowe Price U.S. Growth Stock SMA29.0229.02
Marsico Non-Taxable Select Alpha Growth31.0028.86
Large Growth5 year gross return5 year net return
LEIA CBI20.4320.43
Cookson Peirce All-Cap Equity MA20.4219.83
Cognios Quantitative Large Cap Growth19.5819.20
Loomis Sayles All Cap Growth19.3718.82
Edgewood Mgt Lg-Cap Gr19.8218.81
Advisory Research U.S. Large Cap Growth19.1018.56
Morgan Stanley Growth19.3318.45
Loomis Sayles Large Cap Growth18.6518.22
T. Rowe Price US Large-Cap Growth Equity18.4817.91
Cookson All-Cap Equity18.9717.81
Small Blend1 year gross return1 year net return
Wakefield Small Cap Equity33.8832.16
Ironwood Inv Mgt Conc Small Cap Val33.6532.10
Allianz US Systematic Small Cap32.1731.52
Kestrel Inv Mgt Corp. Sm-Cap Val Eq30.8929.71
The Capital Mgt Corp SMID30.3329.70
Robotti Value Equity30.4428.08
Zacks Small Company Earnings Strategy28.3427.40
Shapiro Capital Mgt Sm-Cap Val28.4227.23
Systematic Small Cap Free Cash Flow28.3127.11
WEDGE Micro Cap Value28.6427.07
Small Blend5 year gross return5 year net return
Federated MDT Sm-Cap Core20.0818.91
Wakefield Small Cap Equity20.0118.45
Jacobs Levy Small Cap (S&P 600)19.4218.43
361 U.S. Small Cap Equity19.6618.39
ZPR Fundamental Small Cap Value19.1917.82
The Capital Mgt Corp SMID18.4517.77
BMO Disciplined Small-Cap Core18.8017.76
Affinity Small Cap Equity18.1617.32
Wellington Small Cap Opportunities18.2317.17
Orchard Select Small Cap Value18.2817.12
Mid-Cap Blend1 year gross return1 year net return
Clark Navigator All Cap Core30.0029.55
The Capital Mgt Corp All Cap Equity Comp30.4729.46
The Boston Opportunistic Investor34.4328.45
Fisher Small and Mid Cap Value27.4626.46
Advisors Capital Mgt Growth26.3324.76
Fisher Mid-Cap Value25.5324.64
Scout Mid Cap Equity25.3624.38
Leuthold Select Industries25.0323.82
Smith Graham SMID (Small/Mid) Cap Value24.6923.80
Zacks Mid-Cap Core Strategy24.6723.76
Large Blend5 year gross return5 year net return
NB Nackenson SMA Strategy17.5717.57
Mellon Capital Dynamic U.S. Equity Comp17.8017.23
Glenmede Large Cap Equity17.1316.27
Aristotle Value Equity16.4916.11
Wakefield Large Cap Equity17.7216.10
NB Multi-Cap Opportunities16.0716.07
Jacobs Levy Core Equity (Russell 3000)16.2915.79
Glenmede Large Cap Environmental16.4915.63
Jacobs Levy Large Cap (S&P 500)16.1815.63
Harris Assoc. U.S. Equity Comp16.4315.58
Long/Short Equity1 year gross return1 year net return
BlackRock Alpha Advantage 500 Composite24.2124.21
QMA US Core Equity Extended21.9521.18
TAMP US Tactical ETF L/S - PULSE20.2620.26
BP Emerging Markets L/S Equity21.3319.22
Calamos Phineus Long/Short Composite20.5919.11
Epoch Global Absolute Return18.3917.09
PVG Dynamic Core ETF17.9616.82
Atlas 100/30 Long Short16.8015.67
Horizon Focused ETF with Risk Assist16.8614.63
Confluence IDEA - Plus16.2214.29
Foreign Large Growth1 year gross return1 year net return
Morgan Stanley International Opportunity38.0036.61
Morgan Stanley International Advantage33.9532.59
Baillie Gifford EAFE Plus Alpha Equities33.0332.28
Fisher All Foreign Equity Focused27.9327.55
Jennison Intl Eq Opportunities Cmpst28.0127.55
ClearBridge International Growth27.8526.89
Lazard International Discounted Assets27.3426.79
Nuveen International Gr ADR comp27.6326.39
Thornburg International Growth Sep Acct25.8724.86
Franklin All Country World ex US Equity25.5424.83
Foreign Small/Mid Growth1 year gross return1 year net return
FIIG Foreign Equity Small Cap Composite33.4732.72
GW&K International Small Cap Strategy33.6032.28
FIIG All Foreign Equity Small Cap29.7729.04
Macquarie International Small Cap Equity28.6828.25
Trilogy International Small Cap26.6325.37
T. Rowe Price International Small-Cap Eq26.4425.27
Schroders International Small Cap26.0825.07
Lord Abbett & Co. Int'l Sm-Cap Core Eq.25.7424.66
Harding Loevner Intl Small Co25.4424.18
Expedition Intl Micro Cap Comp26.0224.15
Latin America Stock1 year gross return1 year net return
Ashmore Latin America Small Cap Equity39.2437.22
Latin American Equity29.4028.11
T. Rowe Price Latin America Equity27.8226.74
Financial Trust Latin Value Momentum27.6426.09
Morgan Stanley Latin America Equity25.7325.30
Latin America Stock5 year gross return5 year net return
Financial Trust Latin Value Momentum13.2211.83
T. Rowe Price Latin America Equity0.910.05
Latin American Equity0.95-0.07
Morgan Stanley Latin America Equity-0.24-0.60
Ashmore Latin America Small Cap Equity-0.85-2.40
Europe Stock5 year gross return5 year net return
Boston Company Euroland Small Cap Equity18.6117.52
T. Rowe Price Europe Smaller Comp Equity17.5516.68
Numeric Investors Europe Core17.0016.17
Baillie Gifford Europe ex-UK Equities14.7013.97
Acadian European Equity Composite14.6813.83
Wellington Strategic European Equity13.5012.66
Intech European Large Cap Core13.1812.60
T. Rowe Price Europe ex-UK Equity12.7612.21
Pzena European Focused Value11.3110.92
PGI European Equity11.4210.88
Japan Stock5 year gross return5 year net return
DaiwaSB Japan EqSmall Cap Absolute Value27.7726.90
DaiwaSB Japan Eq MidSm Cap GARP21.5020.67
DaiwaSB Japan Eq Small Cap GARP18.8518.07
Dalton Japan Long Only Composite18.3617.19
Baillie Gifford Japanese All Cap16.6415.90
Burgundy Asian (All Cap) Composite16.5515.40
T. Rowe Price Japan Equity15.3514.71
Burgundy Focus Asian Composite15.2714.41
Baillie Gifford Japan Growth15.0614.34
Brandes Japan Equity14.4413.53
Pacific/Asia ex-Japan Stk1 year gross return1 year net return
Baillie Gifford Asia ex Japan Equities30.8329.96
Lazard Emg Markets Eq Blend Asia ADR26.5825.74
NB Asian Opportunities Composite26.5125.43
MFS® Asia ex Japan Equity26.0425.14
FIIG Asia ex-Japan Equity26.2224.67
PGI Asia ex-Japan Equity25.3624.58
MFS® Asia Pacific ex Japan22.4821.61
T. Rowe Price Asia ex-Japan Equity21.1920.18
Allianz Total Return Asia Equity21.4419.34
Asia Pacific ex Japan Equity19.8318.63
Diversified Pacific/Asia1 year gross return1 year net return
ZPR All Asian27.8426.27
ARI Asian Pacific25.5925.59
Financial Trust Asia ValueMomentum27.1625.57
Sit Inv Pac Basin21.1820.11
Templeton Asia Pacific Eq20.3119.58
GAM Asia-Pacific Equity19.7619.30
WellsCap SF Global Asia Pacific Equity19.4318.49
Accuvest Asian Advantage17.5416.70
Dalton Asia Pacific Long Only Composite17.6816.18
Asia Pacific inc Japan Equity14.9213.77
Diversified Pacific/Asia5 year gross return5 year net return
Financial Trust Asia ValueMomentum18.7217.26
ARI Asian Pacific13.1813.18
Dalton Asia Pacific Long Only Composite14.4012.83
ZPR All Asian11.6410.23
WellsCap SF Global Asia Pacific Equity10.719.83
Sit Inv Pac Basin9.218.23
Horizon Asia Institutional9.248.15
Accuvest Asian Advantage7.587.13
Templeton Asia Pacific Eq7.536.93
Asia Pacific inc Japan Equity7.116.03
Diversified Emerging Mkts1 year gross return1 year net return
Numeric Investors Emerging Markets Alpha35.7834.33
Lazard Dev Mkts Eq Select ADR/GDR (Qual)34.7633.82
JPMorgan Emg Mkts Eq Diversified28.8232.77
Baillie Gifford Emerging Mkts All Cap Eq33.2632.25
Acadian Emerging Markets Small-Cap Comp33.3331.72
Macquarie Emerging Markets Equity32.6531.36
Martin Currie Global Emerging Markets31.6630.97
UBS Emerging Markets Equity HALO31.2930.54
JPMorgan GEM Opportunities Strategy31.2830.26
PGI Emerging Global Leaders Equity30.8929.92
High Yield Bond1 year gross return1 year net return
DDJ U.S. Opportunistic High Yield Comp14.5413.96
DDJ Total Return Credit II Composite14.7912.79
MacKay Select High Yield Composite12.8412.28
DCM High Yield12.4311.87
PineBridge High Yield Bond Composite12.1811.68
Nuveen High Yield Fixed Income12.1211.57
Horizon High Yield Opportunity Instl12.0310.91
Penn Capital Opportunistic High Yield11.0210.72
Global High Yield10.9510.40
Logan Circle High Yield10.8910.35
Intermediate Government1 year gross return1 year net return
Semper Active Mortgage-Backed Securities5.144.77
Chilton International Fixed2.972.47
Columbia US Government Mortgage2.201.70
Smith Breeden Mortgage Index Plus0.810.46
DBF Interm Mortgage-Backed Securities0.400.15
CCM Fixed Income Portfolio0.630.13
DBF Intermediate Duration Govt/Agency0.05-0.15
TCW Index Plus MBS0.10-0.18
Ryan Labs LDI Interm Duration 3-50.00-0.36
M.D. Sass Core Fix-Inc-0.33-0.61
Intermediate-Term Bond1 year gross return1 year net return
Herzfeld Taxable Closed-End Bond12.5211.54
Flaherty & Crumrine Separate Mgd Account9.759.23
Spectrum Preferred Securities9.479.21
PIMCO Diversified Income7.316.57
BBH Core Fixed Income5.505.23
BCM Decathlon Conservative Aspect(Pro1)7.404.62
RSA Unconstrained Bond Strategy5.144.61
Logan Circle Multi-Sector Fixed Income4.494.11
ClearArc Capital Strategic Income Plus4.463.99
Piedmont Inv Advisors Yld Advantage Agg1.153.89
Short-Term Bond5 year gross return5 year net return
Post Limited Term High Yield Comp4.964.29
Frost Intermediate Taxable Composite4.343.92
TCW Strategic Income5.003.09
Newfleet Multi-Sector Short Dur Cpst3.553.05
Advisors Capital Mgt Fixed Income3.502.81
WellsCap Intermediate Premier FI3.012.70
Dodge & Cox Intermediate FI Composite2.932.60
Thornburg Limited Term Income Sep Acct2.902.53
Century Mgmt Fixed Income2.932.48
Lazard U.S. Intermediate Core2.582.39
Ultrashort Bond1 year gross return1 year net return
TCW Alpha Trak23.8022.69
FIAM Leveraged Loan Composite5.565.03
PIMCO Short Term3.162.72
BNP Paribas Mortgage Alpha3.222.67
Pioneer Multi-Asset Ultrashort Income2.412.15
Western Asset Mgt US Enhanced Cash2.342.13
Federated Active Cash Broad FI Composite2.051.84
Merganser Floating Rate Bond1.871.68
Seix Ultra Short1.841.66
Payden & Rygel Enhanced Cash Long1.631.47
High Yield Bond1 year gross return1 year net return
DDJ U.S. Opportunistic High Yield Comp14.5413.96
DDJ Total Return Credit II Composite14.7912.79
MacKay Select High Yield Composite12.8412.28
DCM High Yield12.4311.87
PineBridge High Yield Bond Composite12.1811.68
Nuveen High Yield Fixed Income12.1211.57
Horizon High Yield Opportunity Instl12.0310.91
Penn Capital Opportunistic High Yield11.0210.72
Global High Yield10.9510.40
Logan Circle High Yield10.8910.35
Ultrashort Bond1 year gross return1 year net return
TCW Alpha Trak23.8022.69
FIAM Leveraged Loan Composite5.565.03
PIMCO Short Term3.162.72
BNP Paribas Mortgage Alpha3.222.67
Pioneer Multi-Asset Ultrashort Income2.412.15
Western Asset Mgt US Enhanced Cash2.342.13
Federated Active Cash Broad FI Composite2.051.84
Merganser Floating Rate Bond1.871.68
Seix Ultra Short1.841.66
Payden & Rygel Enhanced Cash Long1.631.47
Inflation-Protected Bond1 year gross return1 year net return
Lord Abbett & Co. Inflation Focused – SA5.184.78
Chilton Global Inflation Linked2.571.98
Wellington TIPS0.620.47
PIMCO Real Return Full Authority0.620.16
Standish Global TIPS0.00-0.05
Standish U.S. TIPS 1-10 Year0.04-0.15
Richmond Capital Mgt TIPS 1-10 Yr-0.09-0.19
NISA Intermediate TIPS-0.08-0.22
IR+M Int. TIPS-0.13-0.23
NB U.S.Treasury Inflation Protection-0.44-0.48
Inflation-Protected Bond5 year gross return5 year net return
BNP Paribas GlobalInflationLinked Bonds3.132.87
Standish Global TIPS1.481.40
Franklin U.S. TIPS Composite0.390.26
NB U.S.Treasury Inflation Protection0.150.14
BBH U.S. TIPS0.260.11
Wellington TIPS0.250.10
Standish U.S. TIPS 1-10 Year0.180.06
Standish US TIPS Barclays0.130.06
NISA Intermediate TIPS0.160.05
Richmond Capital Mgt TIPS 1-10 Yr0.090.00
Stable Value1 year gross return1 year net return
PIMCO Stable Value (BV)2.962.74
Standish Stable Value2.132.03
T. Rowe Price Stable Value2.211.97
Putnam Stable Value Composite2.131.89
Invesco Stable Value2.021.82
Galliard Stable Value Composite2.021.61
Stable Value5 year gross return5 year net return
PIMCO Stable Value (BV)3.263.04
T. Rowe Price Stable Value2.422.17
Standish Stable Value2.242.13
Invesco Stable Value2.061.86
Putnam Stable Value Composite2.011.76
Galliard Stable Value Composite2.011.60
Convertibles1 year gross return1 year net return
SSI Inv Grade Convert Strat24.5823.62
INCORE Inv Grade Convertibles Comp18.0617.41
Lord Abbett & Co. Convertibles17.7316.54
Advent Investment Grade15.7315.25
Palisade Convertible Securities Comp14.4713.91
Allianz Convertibles14.3213.79
SSI Convertible Investment Strategy13.1412.63
Advent Balanced Convertible Strategy13.1012.57
MacKay Shields Convertibles12.9412.39
Calamos Instl Convertible Composite13.0812.30
World Allocation1 year gross return1 year net return
PIMCO StocksPLUS Absolute Return22.7522.06
PIMCO StocksPLUS International Unhedged21.7021.16
Innealta Global All Asset Opp Growth21.9519.82
PIMCO StocksPlus19.6219.12
PIMCO RAE Fundamental PLUS19.9819.04
NorthCoast Tactical Growth18.1117.03
Innealta Global All Asset Opp Moderate18.2216.25
THG Balanced Aggressive16.3615.50
Lazard Cap Alloc -Gbl Div 75/25 (TX)15.5815.36
CW Frontier Asset Mgmt Global Opp15.8115.24
Conservative Allocation1 year gross return1 year net return
MCA Conservative Portfolios17.3216.45
Clark Navigator MultiStrategy 50-50(SAI)14.3313.94
Lazard Cap Alloc -Gbl Non-Traditional14.6413.50
Copeland Large Cap Div Growth Balanced13.5112.98
AAM Credit Opportunities13.9612.56
Allianz Income & Growth12.2211.74
Morningstar Balanced - Advisor Group WMP11.3111.31
Messner & Smith - Balanced12.3611.24
AMP Moderately Conservative11.2610.75
ASAP Balanced Strategy10.6810.42
Moderate Allocation1 year gross return1 year net return
ValueWorks Bal Comp20.4018.81
Johnson Institutional Mgt Enhanced Index18.4618.10
Hotchkis & Wiley - Capital Income18.4317.67
MCA Balanced Portfolios16.9816.18
Dodge & Cox Balanced Composite16.6416.01
Brandywine Domestic Balanced16.7115.92
Janus Henderson Balanced16.4515.90
WJA Equity Oriented (Balanced) Composite16.5715.79
Herzfeld Balanced Closed-End16.6115.54
Harris Assoc. Equity & Income Comp16.1915.51
Moderate Allocation5 year gross return5 year net return
Johnson Institutional Mgt Enhanced Index14.5614.25
Dodge & Cox Balanced Composite11.8211.70
ValueWorks Bal Comp12.5811.05
Invesco Equity and Income Composite11.3610.70
Hotchkis & Wiley - Capital Income11.2710.56
UBS: U.S. Balanced Portfolio10.8610.15
Dorsey Wright Sys Reltv Strength Cons11.3110.02
EIC Mid-Cap Value13.299.98
MCA Balanced Portfolios10.499.70
Harris Assoc. Equity & Income Comp10.229.57
Target Date 2011-20151 year gross return1 year net return
Sage Target Date 2015 Fund5.815.39
Target Date 2011-20155 year gross return5 year net return
Sage Target Date 2015 Fund4.814.41
Target Date 2016-20201 year gross return1 year net return
BCM DynamicBelay Balanced Growth (QDIA)8.366.82
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 Fund8.588.15
Target Date 2021-20255 year gross return5 year net return
Sage Target Date 2025 Fund6.416.00
Target Date 2026-20301 year gross return1 year net return
BCM DynamicBelay Conservative Gro(QDIA)10.939.36
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 Fund11.6511.21
Target Date 2031-20355 year gross return5 year net return
Sage Target Date 2035 Fund7.717.29
Target Date 2036-20401 year gross return1 year net return
BCM DynamicBelay Moderate Growth (QDIA)11.019.44
Target Date 2036-20405 year gross return5 year net return
BCM DynamicBelay Moderate Growth (QDIA)0.000.00
Target Date 2041-20451 year gross return1 year net return
Sage Target Date 2045 Fund13.2212.77
Target Date 2041-20455 year gross return5 year net return
Sage Target Date 2045 Fund8.438.01