INTERACTIVE

Top Performing Managers of Domestic Balanced, 3rd Quarter 2017

Domestic Balanced 1 year gross return1 year net return
ValueWorks Bal Comp20.4018.81
Johnson Institutional Mgt Enhanced Index18.4618.10
Hotchkis & Wiley - Capital Income18.4317.67
FIAM Target Date 2040 Composite17.3317.33
FIAM Target Date 2045 Composite17.3317.33
Wellington Trust Target 204017.8117.22
FIAM Target Date 2035 Composite17.1817.18
FIAM Target Date 2045 S17.3417.03
FIAM Target Date 2040 R17.3216.97
FIAM Target Date 2040 S17.2816.97
Domestic Balanced 5 year gross return5 year net return
Johnson Institutional Mgt Enhanced Index14.5614.25
Dodge & Cox Balanced Composite11.8211.70
ValueWorks Bal Comp12.5811.05
FIAM Target Date 2045 S11.1010.81
FIAM Target Date 2045 R11.1110.78
FIAM Target Date 2045 X11.1210.72
FIAM Target Date 2045 Y11.1010.72
FIAM Target Date 2045 Q11.1010.71
Invesco (IVZ) Equity and Income Composite11.3610.70
FIAM Target Date 2040 S10.9710.68