INTERACTIVE

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

Large Blend1 year gross return1 year net return
BNY Mellon EB DO Large Cap Core52.7651.48
State St Nasdaq-100 Indx® NL Cl A27.4824.03
State St Nasdaq-100 Indx® NL Cl C27.4623.98
Blackrock (BLK) Russ 1000 Alpha Tilts CF23.1323.13
Fisher Investments U.S. Equity 322.6222.62
Blackrock Alpha Tilts Fund CF22.0822.08
Blackrock Alpha Advantage 300021.5821.58
BNY Mellon EB DV Dynamic U.S. Equity21.3020.81
QMA US All Cap Core Equity Fund20.7720.35
PanAgora US LgCp Stk Selector CF - I20.4319.71
Large Growth5 year gross return5 year net return
Wellington CIF II Growth S117.2016.56
Wellington CIF US Research Equity16.2615.57
State St Russell Lg Cap Gr® Indx SL Cl I0.0015.28
State St Russell Lg Cap Gr® Indx NL Cl C0.0015.22
Blackrock Eq Gr Fund CF14.9614.96
Wellington CIF II Large Cap Research S115.5414.92
FIAM U.S. Total Market Equity CF15.1814.61
Eaton Vance (EV) EB Large Cap Growth I15.2814.53
Voya Large Cap Growth Trust14.9614.34
Capital Group U.S. Equity DC Unit T15.0514.27
Small Growth1 year gross return1 year net return
Wellington CIF II Small Cap 2000 S126.2125.13
Frontegra Small Cap Core Fund22.7822.01
State St Russell Sm Cap® Gr Indx NL Cl A3.7721.05
State St Russell Sm Cap® Gr Indx NL Cl C-1.4521.01
Champlain Small Company Fund, LLC20.3219.15
Voya Small Cap Growth Trust18.7117.77
CastleArk Small Company Growth CIT15.9015.11
FIAM Small Company Pool15.5314.62
Small Growth5 year gross return5 year net return
Wellington CIF II Small Cap 2000 S117.2116.23
Champlain Small Company Fund, LLC16.0814.95
Frontegra Small Cap Core Fund15.5714.83
FIAM Small Company Pool15.5514.64
State St Russell Sm Cap® Gr Indx NL Cl A0.0014.25
State St Russell Sm Cap® Gr Indx NL Cl C0.0014.21
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 Tr15.7415.03
Speece Thorson Value Fund7.916.89
Mid-Cap Value5 year gross return5 year net return
American Century US Mid Cap Value Eq Tr16.1015.38
Speece Thorson Value Fund11.1110.06
Real Estate1 year gross return1 year net return
Invesco US REITs Trust2.301.62
FIAM U.S. Real Estate Invest Tr CIT1.851.24
PIMCO RealEstatePLUS CIT I1.200.59
AEW Real Estate Securities Divers Trust0.670.05
Blackrock US Real Estate Sec Idx-0.82-0.82
BNY Mellon REIT Index Fund Instl-0.85-0.86
BNY Mellon REIT Index Fund UC1-0.83-0.94
American Century U.S. Real Estate Sec Tr-0.72-1.41
Bank Loan1 year gross return1 year net return
Shenkman Capital Mgt High Yld Bank Loan4.994.40
Voya Senior Loan Trust4.524.05
Bank Loan5 year gross return5 year net return
Voya Senior Loan Trust4.653.77
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 Tr15.7415.03
Speece Thorson Value Fund7.916.89
Mid-Cap Value5 year gross return5 year net return
American Century US Mid Cap Value Eq Tr16.1015.38
Speece Thorson Value Fund11.1110.06
Small Growth1 year gross return1 year net return
Wellington CIF II Small Cap 2000 S126.2125.13
Frontegra Small Cap Core Fund22.7822.01
State St Russell Sm Cap® Gr Indx NL Cl A3.7721.05
State St Russell Sm Cap® Gr Indx NL Cl C-1.4521.01
Champlain Small Company Fund, LLC20.3219.15
Voya Small Cap Growth Trust18.7117.77
CastleArk Small Company Growth CIT15.9015.11
FIAM Small Company Pool15.5314.62
Small Growth5 year gross return5 year net return
Wellington CIF II Small Cap 2000 S117.2116.23
Champlain Small Company Fund, LLC16.0814.95
Frontegra Small Cap Core Fund15.5714.83
FIAM Small Company Pool15.5514.64
State St Russell Sm Cap® Gr Indx NL Cl A0.0014.25
State St Russell Sm Cap® Gr Indx NL Cl C0.0014.21
Voya Small Cap Growth Trust0.000.00
CastleArk Small Company Growth CIT0.000.00
Leveraged Net Long1 year gross return1 year net return
WellsCap Analytic Core Eq Plus (SP500)15.7015.19
Leveraged Net Long5 year gross return5 year net return
WellsCap Analytic Core Eq Plus (SP500)14.5214.00
Foreign Large Value1 year gross return1 year net return
LSV Asset Mgt Intl Lg Cap Val Eq Trust25.5424.65
The Boston International CF21.9220.96
Macquarie Intl Value Equity (CIT 70)20.9320.09
Templeton Intl Equity CF20.4819.91
Pictet International Equity Fund LLC20.6819.68
Mondrian International Equity CIT17.6717.02
Allianz NFJ International Value CIT17.6816.74
Invesco International Equity Trust17.5316.62
Foreign Large Value5 year gross return5 year net return
LSV Asset Mgt Intl Lg Cap Val Eq Trust10.9310.14
The Boston International CF10.509.62
Pictet International Equity Fund LLC10.449.51
Macquarie Intl Value Equity (CIT 70)9.398.63
Invesco International Equity Trust8.797.93
Templeton Intl Equity CF7.246.63
Allianz NFJ International Value CIT3.122.30
Mondrian International Equity CIT0.000.00
Foreign Large Growth1 year gross return1 year net return
Fisher Investments Foreign Equity 325.1225.12
Capital Group Intl All Countries Eq DB24.9524.09
Fisher Investments Foreign Equity Cl 125.0324.04
Capital Group Intl All Countries Eq DC-T24.8523.99
Johnston Intl Equity Group Trust24.4023.59
Fisher Investments All Foreign Equity24.1523.16
Capital Group Int'l Equity DB Fund23.9723.12
Capital Group Int’l Equity DC Unit T23.7422.90
MFS® Heritage International Growth 0219.6019.15
William Blair International Growth CIT19.9619.00
Foreign Small/Mid Value1 year gross return1 year net return
Segall B & H Intl Sml Cap Founders23.9822.93
Templeton International Smaller Co CF22.9222.06
Foreign Small/Mid Value5 year gross return5 year net return
Templeton International Smaller Co CF10.8110.05
Segall B & H Intl Sml Cap Founders0.000.00
Foreign Small/Mid Growth1 year gross return1 year net return
Rainier Small Cap International Equity L24.0422.96
Rainier International Small Cap Equity23.6322.69
Foreign Small/Mid Growth5 year gross return5 year net return
Rainier International Small Cap Equity17.0816.17
Rainier Small Cap International Equity L0.000.00
Europe Stock1 year gross return1 year net return
FIAM Europe Growth Pool22.2421.40
Europe Stock5 year gross return5 year net return
FIAM Europe Growth Pool8.727.97
Pacific/Asia ex-Japan Stk1 year gross return1 year net return
NT MSCI AC Asia ex Japan-ND23.0622.87
Pacific/Asia ex-Japan Stk5 year gross return5 year net return
NT MSCI AC Asia ex Japan-ND7.618.12
Intermediate Government1 year gross return1 year net return
Diversified Ret Interm Govt/Credit Tr0.500.29
Intermediate Government5 year gross return5 year net return
Diversified Ret Interm Govt/Credit Tr1.611.34
Intermediate-Term Bond5 year gross return5 year net return
Invesco Core Plus Fixed Income Trust3.893.53
FIAM Core Plus Class F3.473.21
Voya Core Plus Trust3.523.21
FIAM Core Plus Class E3.473.16
FIAM Core Plus Pool3.453.14
FIAM Core Plus Class K3.453.14
Wellington CIF II Core Bond Plus3.032.88
Wellington CIF II Core Bond S13.122.84
PGI CIT Core Plus Bond Fund2.852.49
PIMCO Total Return Collective Trust2.942.48
Short Government1 year gross return1 year net return
Smith Breeden High Credit Qual Short Dur1.160.80
Blackrock 1-3 Yr Govt Bond Idx CF0.480.48
Short Government5 year gross return5 year net return
Blackrock 1-3 Yr Govt Bond Idx CF0.800.80
Smith Breeden High Credit Qual Short Dur1.190.79
Short-Term Bond1 year gross return1 year net return
Fisher Investments U.S. Fixed Income 32.632.63
Voya Short Duration High Quality Trust1.511.26
FIAM Short Duration Pool1.281.08
BNY Mellon 1-3 Yr Govt/Credit Id Fd UC10.580.49
Short-Term Bond5 year gross return5 year net return
Voya Short Duration High Quality Trust1.401.68
FIAM Short Duration Pool1.411.18
BNY Mellon 1-3 Yr Govt/Credit Id Fd UC10.820.74
Fisher Investments U.S. Fixed Income 30.000.00
Ultrashort Bond1 year gross return1 year net return
FIAM Leveraged Loan Pool5.665.13
Ultrashort Bond5 year gross return5 year net return
FIAM Leveraged Loan Pool5.074.55
Long Government1 year gross return1 year net return
Blackrock Long Govt Bond Idx Fund CF-5.88-5.88
State St US Lg Gov Bnd Indx SL Cl I-6.43-6.11
BNY Mellon EB LT Govt Bond Index-6.10-6.15
Blackrock 20+ Treas Bond Idx CF-6.44-6.44
FIAM Long U.S. Treasury STRIPS - Pool-11.13-11.27
Long Government5 year gross return5 year net return
Blackrock 20+ Treas Bond Idx CF3.003.00
State St US Lg Gov Bnd Indx SL Cl I0.002.86
BNY Mellon EB LT Govt Bond Index2.882.83
Blackrock Long Govt Bond Idx Fund CF1.981.98
FIAM Long U.S. Treasury STRIPS - Pool0.000.00
Long-Term Bond1 year gross return1 year net return
Loomis Sayles CPFD CIT4.544.07
FIAM Long Corporate Pool3.263.01
Blackrock Long Corp Bond Idx CF2.972.97
BNY Mellon EB LT Credit Bond Index2.982.92
FIAM Long Duration CIT-0.09-0.34
Long-Term Bond5 year gross return5 year net return
BNY Mellon EB LT Credit Bond Index4.814.75
FIAM Long Corporate Pool4.954.69
FIAM Long Duration CIT4.354.09
Loomis Sayles CPFD CIT4.393.91
Blackrock Long Corp Bond Idx CF0.000.00
Multisector Bond1 year gross return1 year net return
Loomis Sayles MSFD CIT6.796.19
Pioneer Multi-Sector F/I - T34.294.10
Pioneer Multi-Sector F/I - T24.283.81
FIAM Broad Market Duration Pool1.010.78
BlackRock CorePlus Bond0.770.77
Blackrock CoreActive Bond Fund0.510.51
FIAM U.S. Aggregate Bond Index - Pool-0.11-0.21
Multisector Bond5 year gross return5 year net return
FIAM Broad Market Duration Pool2.862.61
BlackRock CorePlus Bond2.612.61
Blackrock CoreActive Bond Fund2.482.48
FIAM U.S. Aggregate Bond Index - Pool2.061.94
Loomis Sayles MSFD CIT0.000.00
Pioneer Multi-Sector F/I - T30.000.00
Pioneer Multi-Sector F/I - T20.000.00
Intermediate Government1 year gross return1 year net return
Diversified Ret Interm Govt/Credit Tr0.500.29
Intermediate Government5 year gross return5 year net return
Diversified Ret Interm Govt/Credit Tr1.611.34
Intermediate-Term Bond5 year gross return5 year net return
Invesco Core Plus Fixed Income Trust3.893.53
FIAM Core Plus Class F3.473.21
Voya Core Plus Trust3.523.21
FIAM Core Plus Class E3.473.16
FIAM Core Plus Pool3.453.14
FIAM Core Plus Class K3.453.14
Wellington CIF II Core Bond Plus3.032.88
Wellington CIF II Core Bond S13.122.84
PGI CIT Core Plus Bond Fund2.852.49
PIMCO Total Return Collective Trust2.942.48
Short Government1 year gross return1 year net return
Smith Breeden High Credit Qual Short Dur1.160.80
Blackrock 1-3 Yr Govt Bond Idx CF0.480.48
Short Government5 year gross return5 year net return
Blackrock 1-3 Yr Govt Bond Idx CF0.800.80
Smith Breeden High Credit Qual Short Dur1.190.79
Short-Term Bond1 year gross return1 year net return
Fisher Investments U.S. Fixed Income 32.632.63
Voya Short Duration High Quality Trust1.511.26
FIAM Short Duration Pool1.281.08
BNY Mellon 1-3 Yr Govt/Credit Id Fd UC10.580.49
Short-Term Bond5 year gross return5 year net return
Voya Short Duration High Quality Trust1.401.68
FIAM Short Duration Pool1.411.18
BNY Mellon 1-3 Yr Govt/Credit Id Fd UC10.820.74
Fisher Investments U.S. Fixed Income 30.000.00
Ultrashort Bond1 year gross return1 year net return
FIAM Leveraged Loan Pool5.665.13
Ultrashort Bond5 year gross return5 year net return
FIAM Leveraged Loan Pool5.074.55
Long Government1 year gross return1 year net return
Blackrock Long Govt Bond Idx Fund CF-5.88-5.88
State St US Lg Gov Bnd Indx SL Cl I-6.43-6.11
BNY Mellon EB LT Govt Bond Index-6.10-6.15
Blackrock 20+ Treas Bond Idx CF-6.44-6.44
FIAM Long U.S. Treasury STRIPS - Pool-11.13-11.27
Long Government5 year gross return5 year net return
Blackrock 20+ Treas Bond Idx CF3.003.00
State St US Lg Gov Bnd Indx SL Cl I0.002.86
BNY Mellon EB LT Govt Bond Index2.882.83
Blackrock Long Govt Bond Idx Fund CF1.981.98
FIAM Long U.S. Treasury STRIPS - Pool0.000.00
Long-Term Bond1 year gross return1 year net return
Loomis Sayles CPFD CIT4.544.07
FIAM Long Corporate Pool3.263.01
Blackrock Long Corp Bond Idx CF2.972.97
BNY Mellon EB LT Credit Bond Index2.982.92
FIAM Long Duration CIT-0.09-0.34
Long-Term Bond5 year gross return5 year net return
BNY Mellon EB LT Credit Bond Index4.814.75
FIAM Long Corporate Pool4.954.69
FIAM Long Duration CIT4.354.09
Loomis Sayles CPFD CIT4.393.91
Blackrock Long Corp Bond Idx CF0.000.00
Multisector Bond1 year gross return1 year net return
Loomis Sayles MSFD CIT6.796.19
Pioneer Multi-Sector F/I - T34.294.10
Pioneer Multi-Sector F/I - T24.283.81
FIAM Broad Market Duration Pool1.010.78
BlackRock CorePlus Bond0.770.77
Blackrock CoreActive Bond Fund0.510.51
FIAM U.S. Aggregate Bond Index - Pool-0.11-0.21
Multisector Bond5 year gross return5 year net return
FIAM Broad Market Duration Pool2.862.61
BlackRock CorePlus Bond2.612.61
Blackrock CoreActive Bond Fund2.482.48
FIAM U.S. Aggregate Bond Index - Pool2.061.94
Loomis Sayles MSFD CIT0.000.00
Pioneer Multi-Sector F/I - T30.000.00
Pioneer Multi-Sector F/I - T20.000.00
Inflation-Protected Bond1 year gross return1 year net return
Wellington CIF II TIPS S10.780.39
PIMCO Real Return Strategy Fund0.880.37
PIMCO Real Return Collective Trust II0.21-0.23
FIAM U.S. TIPS Index - Pool-0.29-0.38
U.S. Treasury Inflation Prot Sec Fund F-0.50-0.50
State St US Infl Protct Bnd Indx NL Cl A0.00-0.74
BNY Mellon TIPS Index Fund UC1-0.67-0.75
Inflation-Protected Bond5 year gross return5 year net return
U.S. Treasury Inflation Prot Sec Fund F0.130.13
Wellington CIF II TIPS S10.250.04
State St US Infl Protct Bnd Indx NL Cl A0.00-0.01
FIAM U.S. TIPS Index - Pool0.05-0.05
BNY Mellon TIPS Index Fund UC1-0.02-0.09
PIMCO Real Return Strategy Fund0.37-0.14
PIMCO Real Return Collective Trust II-0.01-0.45
Convertibles1 year gross return1 year net return
Shenkman Capital Mgt Gamma Convert Fund7.596.73
Convertibles5 year gross return5 year net return
Shenkman Capital Mgt Gamma Convert Fund6.285.42
Emerging Markets Bond1 year gross return1 year net return
Capital Group EM Debt (Broad) DB Fund9.428.77
Capital Group EM Debt (Broad) DC Unit T9.308.65
TCW Emerging Markets Fixed Income Cl D9.388.52
FIAM Emerging Market Debt Pool8.047.34
Emerging Markets Bond5 year gross return5 year net return
FIAM Emerging Market Debt Pool6.075.38
TCW Emerging Markets Fixed Income Cl D5.414.58
Capital Group EM Debt (Broad) DB Fund2.852.24
Capital Group EM Debt (Broad) DC Unit T2.732.13
World Allocation1 year gross return1 year net return
Wellington Opportunistic Investment14.9213.74
Capital EM Total Opportunities DB Fund13.1412.02
Capital Group Absolute Income Grower DB9.368.60
State St Real Asset NL Cl A0.005.28
State St Real Asset NL Cl C11.745.10
Wellington CIF II Divers Inflation Hg S15.824.86
PIMCO Diversified Real Asset CIT0.970.44
World Allocation5 year gross return5 year net return
Capital Group Absolute Income Grower DB7.987.23
Wellington Opportunistic Investment7.896.76
Capital EM Total Opportunities DB Fund2.831.81
PIMCO Diversified Real Asset CIT-0.06-0.58
State St Real Asset NL Cl A0.00-0.59
State St Real Asset NL Cl C0.00-0.76
Wellington CIF II Divers Inflation Hg S1-3.38-4.26
Conservative Allocation1 year gross return1 year net return
Manning & Napier Pro-Mix Modrte Term S7.356.38
Manning & Napier Pro-Mix Consrv Term S6.345.44
Invesco Balanced Risk Allocation Trust4.684.21
Invesco Balanced Risk Allocation Trust I4.724.11
Wellington CIF II Balanced Real Asset S14.483.90
Conservative Allocation5 year gross return5 year net return
Manning & Napier Pro-Mix Modrte Term S6.195.24
Invesco Balanced Risk Allocation Trust4.824.35
Manning & Napier Pro-Mix Consrv Term S4.954.06
Wellington CIF II Balanced Real Asset S1-2.05-2.66
Invesco Balanced Risk Allocation Trust I0.000.00
Moderate Allocation1 year gross return1 year net return
Manning & Napier Pro-Mix Extend Term S9.438.45
Moderate Allocation5 year gross return5 year net return
Manning & Napier Pro-Mix Extend Term S7.566.60
Target Date 2000-20101 year gross return1 year net return
FIAM Target Date 2010 Composite9.039.03
FIAM Target Date 2010 S9.008.71
FIAM Target Date 2010 R9.048.71
FIAM Target Date 2010 Q9.028.64
FIAM Target Date 2010 Y9.018.64
FIAM Target Date 2010 X9.008.61
FIAM Target Date 2010 P9.018.58
FIAM Target Date 2010 V9.018.52
FIAM Target Date 2010 U9.028.48
FIAM Target Date 2010 W8.748.31
Target Date 2000-20105 year gross return5 year net return
FIAM Target Date 2010 S7.066.78
FIAM Target Date 2010 R7.066.74
FIAM Target Date 2010 Y7.056.69
FIAM Target Date 2010 Q7.046.67
FIAM Target Date 2010 X7.036.64
FIAM Target Date 2010 Composite7.056.62
FIAM Target Date 2010 P7.056.62
FIAM Target Date 2010 W6.996.57
FIAM Target Date 2010 V7.036.54
FIAM Target Date 2010 U7.056.51
Target Date 2011-20151 year gross return1 year net return
FIAM Target Date 2015 Composite10.6310.63
FIAM Target Date 2015 S10.6010.32
FIAM Target Date 2015 Y10.6310.26
FIAM Target Date 2015 Q10.6410.26
FIAM Target Date 2015 X10.6610.26
FIAM Target Date 2015 R10.5810.25
FIAM Target Date 2015 P10.6310.19
FIAM Target Date 2015 V10.6310.13
FIAM Target Date 2015 U10.6510.10
FIAM Target Date 2015 W10.269.83
Target Date 2011-20155 year gross return5 year net return
FIAM Target Date 2015 S7.727.44
FIAM Target Date 2015 R7.647.32
FIAM Target Date 2015 Y7.657.29
FIAM Target Date 2015 Q7.647.26
FIAM Target Date 2015 X7.637.24
FIAM Target Date 2015 Composite7.657.22
FIAM Target Date 2015 P7.657.22
FIAM Target Date 2015 V7.667.16
FIAM Target Date 2015 W7.587.15
FIAM Target Date 2015 U7.667.11
Target Date 2016-20201 year gross return1 year net return
FIAM Target Date 2020 Composite11.6811.68
FIAM Target Date 2020 S11.6711.38
FIAM Target Date 2020 R11.7111.38
FIAM Target Date 2020 Q11.7011.31
FIAM Target Date 2020 Y11.6911.31
FIAM Target Date 2020 X11.7011.30
FIAM Target Date 2020 P11.7011.25
FIAM Target Date 2020 V11.6911.19
FIAM Target Date 2020 U11.6411.09
FIAM Target Date 2020 W11.3110.87
Target Date 2016-20205 year gross return5 year net return
FIAM Target Date 2020 S8.237.94
FIAM Target Date 2020 R8.217.88
FIAM Target Date 2020 Q8.217.83
FIAM Target Date 2020 Y8.207.83
FIAM Target Date 2020 X8.207.80
FIAM Target Date 2020 Composite8.207.76
FIAM Target Date 2020 P8.217.76
FIAM Target Date 2020 W8.147.71
FIAM Target Date 2020 V8.197.69
FIAM Target Date 2020 U8.197.63
Target Date 2021-20251 year gross return1 year net return
FIAM Target Date 2025 Composite12.7612.76
FIAM Target Date 2025 S12.7112.42
FIAM Target Date 2025 R12.7612.42
FIAM Target Date 2025 Y12.7312.35
FIAM Target Date 2025 Q12.7512.35
FIAM Target Date 2025 X12.7312.32
FIAM Target Date 2025 P12.7312.28
FIAM Target Date 2025 V12.7412.23
FIAM Target Date 2025 U12.7712.21
FIAM Target Date 2025 W12.2711.83
Target Date 2021-20255 year gross return5 year net return
FIAM Target Date 2025 S9.148.86
FIAM Target Date 2025 R9.118.79
FIAM Target Date 2025 Y9.108.73
FIAM Target Date 2025 Q9.098.71
FIAM Target Date 2025 X9.118.71
FIAM Target Date 2025 Composite9.118.67
FIAM Target Date 2025 P9.108.66
FIAM Target Date 2025 V9.108.60
FIAM Target Date 2025 W9.018.58
FIAM Target Date 2025 U9.118.55
Target Date 2026-20301 year gross return1 year net return
FIAM Target Date 2030 Composite15.3315.33
FIAM Target Date 2030 R15.3214.98
FIAM Target Date 2030 S15.2814.98
FIAM Target Date 2030 X15.3314.92
FIAM Target Date 2030 Y15.3014.91
FIAM Target Date 2030 Q15.3114.91
FIAM Target Date 2030 U15.3514.78
FIAM Target Date 2030 P15.2214.76
FIAM Target Date 2030 V15.2414.72
FIAM Index Target Date 2030 Composite14.4514.45
Target Date 2026-20305 year gross return5 year net return
FIAM Target Date 2030 S9.979.69
FIAM Target Date 2030 R9.979.65
FIAM Target Date 2030 Y9.979.59
FIAM Target Date 2030 Q9.979.58
FIAM Target Date 2030 X9.969.56
FIAM Target Date 2030 Composite9.979.53
FIAM Target Date 2030 P9.969.52
FIAM Target Date 2030 V9.979.47
FIAM Target Date 2030 U9.989.42
FIAM Target Date 2030 W9.859.41
Target Date 2031-20351 year gross return1 year net return
FIAM Target Date 2035 Composite17.1817.18
FIAM Target Date 2035 S17.1916.89
FIAM Target Date 2035 X17.2516.83
FIAM Target Date 2035 R17.1716.82
FIAM Target Date 2035 Y17.2216.82
FIAM Target Date 2035 P17.2316.76
FIAM Target Date 2035 Q17.1616.75
FIAM Target Date 2035 V17.1616.63
FIAM Target Date 2035 U17.1916.61
FIAM Index Target Date 2035 Composite16.5216.52
Target Date 2031-20355 year gross return5 year net return
FIAM Target Date 2035 S10.8810.59
FIAM Target Date 2035 R10.8710.54
FIAM Target Date 2035 Y10.8910.51
FIAM Target Date 2035 Q10.8810.50
FIAM Target Date 2035 X10.8610.45
FIAM Target Date 2035 P10.8910.45
FIAM Target Date 2035 Composite10.8810.44
FIAM Target Date 2035 V10.8510.34
FIAM Target Date 2035 W10.7610.32
FIAM Target Date 2035 U10.8710.30
Target Date 2036-20401 year gross return1 year net return
FIAM Target Date 2040 Composite17.3317.33
Wellington Trust Target 204017.8117.22
FIAM Target Date 2040 R17.3216.97
FIAM Target Date 2040 S17.2816.97
FIAM Target Date 2040 Q17.3216.92
FIAM Target Date 2040 Y17.3116.92
FIAM Target Date 2040 X17.3016.88
FIAM Target Date 2040 V17.3216.80
FIAM Target Date 2040 P17.2416.77
FIAM Index Target Date 2040 Composite16.7616.76
Target Date 2036-20405 year gross return5 year net return
FIAM Target Date 2040 S10.9710.68
FIAM Target Date 2040 R10.9810.64
FIAM Target Date 2040 Y10.9710.59
FIAM Target Date 2040 Q10.9710.58
FIAM Target Date 2040 X10.9510.55
FIAM Target Date 2040 Composite10.9710.52
FIAM Target Date 2040 P10.9710.52
FIAM Target Date 2040 V10.9710.46
FIAM Target Date 2040 U10.9610.39
FIAM Target Date 2040 W10.8210.38
Target Date 2041-20451 year gross return1 year net return
FIAM Target Date 2045 Composite17.3317.33
FIAM Target Date 2045 S17.3417.03
FIAM Target Date 2045 R17.3116.96
FIAM Target Date 2045 Q17.3016.89
FIAM Target Date 2045 X17.3116.89
FIAM Target Date 2045 Y17.2916.89
FIAM Target Date 2045 P17.3016.83
FIAM Target Date 2045 V17.3116.78
FIAM Index Target Date 2045 Composite16.7116.71
FIAM Target Date 2045 U17.2716.69
Target Date 2041-20455 year gross return5 year net return
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
FIAM Target Date 2045 Composite11.1010.66
FIAM Target Date 2045 P11.1010.65
FIAM Target Date 2045 V11.0710.57
Voya Target Solution 2045 Trust11.1010.56
FIAM Target Date 2045 W10.9810.54