INTERACTIVE

Top performing managers by category: separate accounts, 4th Quarter 2017

Large Blend5 year gross return5 year net return
Mellon Capital Dynamic U.S. Equity Comp19.8119.23
NB Nackenson SMA Strategy18.2418.24
Wakefield Large Cap Equity19.8318.20
Euclid Advisory Large Cap Growth19.2617.90
Glenmede Large Cap Equity18.3417.47
Piedmont Inv Advisors Market Plus17.5417.33
Jacobs Levy Large Cap (S&P 500)17.8817.32
Jacobs Levy Core Equity (Russell 3000)17.8317.31
Alpha Quant Core Equity18.4217.12
NB Multi-Cap Opportunities17.1617.11
Mid-Cap Blend1 year gross return1 year net return
The Boston Opportunistic Investor40.9133.44
UBS: Global Sustainable Innovators34.1831.48
Zacks Mid-Cap Core Strategy31.2230.26
Clark Navigator All Cap Core U.S. Equity30.3329.89
PPCM Mid-Cap Eq Comp28.0627.43
Horizon Enhanced BRI Composite27.9826.42
EARNEST Small/Mid Cap Core27.4826.23
EARNEST Md-Cap26.1624.91
Federated MDT Mid Cap Growth25.7124.67
GlobeFlex U.S. Mid-Cap25.4224.56
Mid-Cap Blend5 year gross return5 year net return
Zacks Mid-Cap Core Strategy18.1317.26
Boston Partners Mid-Cap Value Equity17.5917.18
Clark Navigator All Cap Core U.S. Equity17.5817.17
Clarkston Capital SMID Composite17.7517.14
Triboro Socially Responsible All Cap17.1017.10
Chartwell Mid-Cap Value17.8916.96
QMA US Mid Cap Core Equity17.3916.76
Scout Mid Cap Equity17.5616.65
Leuthold Select Industries17.7616.61
Shapiro Capital Mgt Enh Small Cap Value18.0016.53
Small Blend5 year gross return5 year net return
ZPR Fundamental Small Cap Value21.0019.59
361 U.S. Small Cap Equity20.2219.05
Jacobs Levy Small Cap (S&P 600)19.9818.99
Wakefield Small Cap Equity20.0418.48
Federated MDT Sm-Cap Core19.1818.02
Systematic Small Cap Free Cash Flow18.9917.86
Affinity Small Cap Equity18.6917.83
BMO Disciplined Small-Cap Core18.8617.82
Wellington Small Cap Opportunities18.8317.78
Orchard Select Small Cap Value18.7317.55
Large Growth1 year gross return1 year net return
Morgan Stanley (MS) Multi Cap Growth49.8548.41
Morgan Stanley Growth44.9743.94
Elemental Capital Focused Growth44.6043.41
Marsico Non-Taxable Select Alpha Growth45.4243.07
Advisory Research U.S. All Cap Growth42.5241.36
Integre Large Cap Value41.4241.24
Baron Large Cap Growth Strategy41.8040.89
Mark Focus43.4240.19
Advisory Research US Concentrated Growth41.3140.13
DSM Large Cap Growth Equity39.8139.09
Large Growth5 year gross return5 year net return
LEIA CBI21.6921.69
Cookson Peirce All-Cap Equity MA21.4420.84
Cognios Quantitative Large Cap Growth20.5420.14
Morgan Stanley Growth20.9120.01
Advisory Research U.S. Large Cap Growth20.4819.98
ClariVest Large Cap Growth20.2019.92
T. Rowe Price US Large-Cap Growth Equity20.2919.70
Loomis Sayles All Cap Growth20.1919.64
Edgewood Mgt Lg-Cap Gr20.5419.53
Morgan Stanley Multi Cap Growth20.7119.52
Mid-Cap Growth1 year gross return1 year net return
Baron High Growth Strategy42.1640.81
Advisory Research U.S. Mid Cap Growth40.7739.70
Morgan Stanley Mid-Cap Growth Strategy40.5439.44
FIIG Small and Mid Cap Core37.4636.47
BlackRock (BLK) Md-Cap Gr Eq36.0835.55
Fiera Mid Cap Growth35.9334.65
Kayne Anderson Rudnick Mid Sustain Gr34.9834.04
Sandhill Concentrated Equity Alpha34.1432.97
AB US SMID Cap Growth33.5332.30
Loomis Sayles Small/Mid Cap Growth33.2032.11
Mid-Cap Growth5 year gross return5 year net return
Naylor & Company Core Composite25.5622.92
BlackRock Md-Cap Gr Eq19.6018.76
Cognios Quantitative All Cap Growth18.9018.45
ClariVest Mid Cap Growth19.2118.33
Sandhill Concentrated Equity Alpha19.2218.30
William Blair Small-Mid Cap Growth18.4917.38
T. Rowe Price US Mid-Cap Growth Equity17.9717.27
Atlanta High Quality Smid Cap18.0017.03
Federated Growth Equity Comp18.6917.00
Wellington Mid Cap Opportunities17.8716.99
Small Growth5 year gross return5 year net return
Oberweis Micro-Cap Growth22.5921.57
Friess Small Cap Growth21.9920.89
Kayne Anderson Rudnick SC Sustain Growth21.7620.58
BMO Microcap Equity - Institutional - SA21.5620.35
Renaissance Small Cap Growth20.9520.30
Rice Hall James Micro Cap Opportunities21.0020.02
Granahan Inv Mgt Small Cap Discoveries20.4419.86
Brown Capital Small Company Service20.4119.32
Granahan Inv Mgt - Sm Cap Focused Grth19.6518.90
Cadence Capital Mgt Emerging Companies20.3018.85
Large Value1 year gross return1 year net return
PIMCO StocksPLUS Long Duration33.2732.62
RCM Focus 1029.9228.63
L&S Income Equity29.2328.31
RCM Focus 2028.7227.52
Cornerstone Concentrated 3026.8025.87
O'Shaughnessy Market Leaders Core25.3824.84
AJO Top Cap24.4024.06
Commerce Midcap Growth Composite24.8823.96
AJO Large Cap23.8923.67
Glenmede Women In Leadership24.3423.43
Large Value5 year gross return5 year net return
PIMCO StocksPLUS Long Duration20.3719.79
Alpha Quant Value Equity19.9418.63
Conning High Dividend Equity18.4517.99
WEDGE Large Cap Value18.5717.71
Lyrical U.S. Value Equity – EQ19.3017.52
Queens Oak Concentrated Large Cap Value18.4617.47
Large Cap Value17.9417.27
Numeric Investors Large Core17.6717.06
Numeric Investors Core Numeric17.6016.73
O'Shaughnessy Market Leaders Core17.3916.70
Mid-Cap Value1 year gross return1 year net return
Donald Smith & Co. Md-Cap Val Eq32.9732.63
Allianz Mid Cap Value 10028.0026.94
Donald Smith & Co. All Eq Accounts Comp26.9526.36
Donald Smith & Co. Lg-Cap Cncntrd Val Eq24.2623.67
Affinity Midcap Equity23.5322.80
AJO Large Cap - Dynamic 115/1521.3621.05
Smith Graham Mid-Cap Value21.6820.79
MAP US Multi-Cap Value Composite21.9420.76
AJO Managed Volatility20.2520.10
TCW Relative Value Mid Cap20.9720.00
Mid-Cap Value5 year gross return5 year net return
Smith Graham Mid-Cap Value19.7618.87
Donald Smith & Co. Lg-Cap Cncntrd Val Eq18.4617.88
Brandywine Div Mid Cap Dedicated Val18.5017.63
Martingale MidCap Core18.4317.62
Smith Graham SMID (Small/Mid) Cap Value18.2717.41
Pzena Mid-Cap Focused Value17.7417.01
New Amsterdam Mid Cap Val Social Actv Eq16.8716.87
Denali Network Value Mid17.1716.75
Kennedy All Cap Value17.5116.72
Clifford Capital All-Cap Value17.4716.67
Small Value1 year gross return1 year net return
Perritt Ultra MicroCap Strategy24.1322.61
Donald Smith & Co. Sm-Cap Val Eq21.4820.71
InView Domestic (US) Small Value Port19.0718.43
TCW Relative Value Small Cap19.0017.99
Walthausen & Co Select Value Composite18.2417.67
ZPR Volume Momentum19.6417.62
CornerCap Fundametrics SMID Cap Equity18.0016.84
Brandywine Small Mid Cap Val Eq17.7316.69
GAMCO Small Cap Value17.0115.89
DGHM Micro Cap16.9215.55
Small Value5 year gross return5 year net return
Towle & Co. Deep Value20.5419.69
O'Shaughnessy Micro Cap20.4519.19
ZPR Volume Momentum19.5017.51
Federated MDT Sm-Cap Val18.2717.10
Hotchkis & Wiley -Small Cap Divsfd Value18.0217.08
Jacobs Levy Sm Cap Val (R 2500 Val)17.9016.98
Perritt Ultra MicroCap Strategy18.4116.95
Foundry Partners Micro Cap Value17.9616.88
DGHM Micro Cap18.0716.67
LSV Asset Mgt Small/Mid Cap Val Eq (US)17.4416.63
Bear Market1 year gross return1 year net return
Triboro Alternative5.825.82
Federated Alternative Bear Equity Comp-14.25-15.54
Bear Market5 year gross return5 year net return
Federated Alternative Bear Equity Comp-13.96-15.26
Triboro Alternative0.000.00
Financial1 year gross return1 year net return
ZPR Volume Value18.1516.25
ZPR Volume Winners15.2813.45
McKinley Capital Business Development Co1.480.37
Confluence BDC-Wrap0.88-0.56
Advisory Research BDC-2.40-3.34
Financial5 year gross return5 year net return
ZPR Volume Value25.0723.03
ZPR Volume Winners20.9118.95
McKinley Capital Business Development Co0.000.00
Confluence BDC-Wrap0.000.00
Advisory Research BDC0.000.00
Health1 year gross return1 year net return
Nicholas Inv-Healthcare Opportunities40.0838.68
Kopp AccruHealth25.7324.14
Financial Trust Health Value16.5815.13
Janus Henderson Gbl Life Sciences ADR MA18.3614.94
Health5 year gross return5 year net return
Financial Trust Health Value19.0617.59
Kopp AccruHealth18.5517.17
Janus Henderson Gbl Life Sciences ADR MA17.3013.90
Nicholas Inv-Healthcare Opportunities0.000.00
Equity Precious Metals1 year gross return1 year net return
WellsCap Precious Metals10.879.83
Equity Precious Metals5 year gross return5 year net return
WellsCap Precious Metals-9.65-10.52
Real Estate1 year gross return1 year net return
CBRE Clarion International Real Estate21.3720.42
Ranger Global Real Estate18.9017.97
Neuberger Berman REIT12.7711.92
Cohen & Steers Realty Focus12.6211.71
PGI Real Estate Equity Securities9.989.38
Adelante Core Plus Strategy Composite9.299.29
Invesco (IVZ) US REITs9.798.97
WellsCap PMV Equity REIT9.408.59
Neuberger Berman REIT SMA11.728.44
Chilton Capital REIT8.497.52
Real Estate5 year gross return5 year net return
Cohen & Steers Realty Focus15.0614.06
Chilton Capital REIT12.1711.21
PGI Real Estate Equity Securities11.6111.00
Heitman US Focused Wilshire11.5310.79
Heitman US Diversified Wilshire11.2510.76
CenterSquare REIT Separate Account11.0710.52
Cohen & Steers Realty Total Return10.849.92
Wellington Real Estate Securities10.679.86
Adelante Total Return Strategy Composite10.259.84
Cornerstone U.S. REIT Total Return10.359.79
Technology1 year gross return1 year net return
Zevenbergen Z/Tech52.5051.23
RS Technology Composite46.7145.25
Allianz Global Technology Equity46.0444.65
Wellington Global Technology43.5442.48
MFS Technology Equity40.2039.19
Wellington Global Technology Opps39.2138.14
Crabtree Multi-Cap Technology34.0933.23
TCW Global Technology34.1832.84
Oak Associates Technology Portfolio31.1129.49
Technology5 year gross return5 year net return
Zevenbergen Z/Tech28.5727.42
Wellington Global Technology Opps23.6422.72
RS Technology Composite23.4822.29
Wellington Global Technology22.1321.23
Allianz Global Technology Equity22.2821.16
Oak Associates Technology Portfolio21.6520.87
MFS Technology Equity21.3120.40
Crabtree Multi-Cap Technology20.5719.76
TCW Global Technology17.2316.05
Utilities1 year gross return1 year net return
Wellington Enduring Assets18.8217.96
MFS Utilities Equity15.7715.02
Miller/Howard – Utilities Plus10.839.74
Utilities5 year gross return5 year net return
Miller/Howard – Utilities Plus13.5712.45
Wellington Enduring Assets9.618.73
MFS Utilities Equity9.128.42
Aggressive Allocation1 year gross return1 year net return
ValueWorks Cap App24.6923.27
CLS American Funds Agg Growth 8523.3023.01
Horizon Hybrid Focused22.3622.36
WSTCM International Select Risk-Managed22.7421.85
Atalanta Sosnoff Balanced20.3819.78
Taxable Frontier Asset Mgmt LT Growth20.2619.67
Horizon Hybrid Growth19.5819.58
Northern Trust NFP Growth Mod Inc Blend19.8219.52
Washington Crossing Conquest Aggressive20.3619.44
Frontier Asset Mgmt Long-Term Growth19.9019.31
Aggressive Allocation5 year gross return5 year net return
Niemann Risk Managed US Equity15.9013.72
Clark Navigator MultiStrategy 75-2513.1912.79
ValueWorks Cap App13.4912.12
CLS American Funds Agg Growth 8512.2711.99
Eads & Heald Wealth Counsel Bal12.4511.52
Dean Inv Multi-Cap 8012.3111.51
Golub Group Equity Income12.5111.32
Atalanta Sosnoff Balanced11.9911.16
Horizon Hybrid Focused11.1211.12
Palouse Capital Diversified Income Strat11.4911.04
Bank Loan1 year gross return1 year net return
DDJ Bank Loan Strategy9.819.23
Octagon Senior Secured Credit6.665.95
Loomis Sayles Sr Floating Rate and FI5.955.43
Eaton Vance (EV) Mgt Senior Secured Floating5.324.83
Prudential US Senior Secured Loans5.344.76
OFI Global Senior Loans4.894.39
Ares Institutional Loan Fund L.P.5.264.38
Columbia Bank Loan Strategy4.994.32
Penn Capital Def Floating Rate Inc4.474.19
Lord Abbett & Co. Bank Loan4.664.06
Small Value1 year gross return1 year net return
Perritt Ultra MicroCap Strategy24.1322.61
Donald Smith & Co. Sm-Cap Val Eq21.4820.71
InView Domestic (US) Small Value Port19.0718.43
TCW Relative Value Small Cap19.0017.99
Walthausen & Co Select Value Composite18.2417.67
ZPR Volume Momentum19.6417.62
CornerCap Fundametrics SMID Cap Equity18.0016.84
Brandywine Small Mid Cap Val Eq17.7316.69
GAMCO Small Cap Value17.0115.89
DGHM Micro Cap16.9215.55
Small Value5 year gross return5 year net return
Towle & Co. Deep Value20.5419.69
O'Shaughnessy Micro Cap20.4519.19
ZPR Volume Momentum19.5017.51
Federated MDT Sm-Cap Val18.2717.10
Hotchkis & Wiley -Small Cap Divsfd Value18.0217.08
Jacobs Levy Sm Cap Val (R 2500 Val)17.9016.98
Perritt Ultra MicroCap Strategy18.4116.95
Foundry Partners Micro Cap Value17.9616.88
DGHM Micro Cap18.0716.67
LSV Asset Mgt Small/Mid Cap Val Eq (US)17.4416.63
Mid-Cap Value1 year gross return1 year net return
Donald Smith & Co. Md-Cap Val Eq32.9732.63
Allianz Mid Cap Value 10028.0026.94
Donald Smith & Co. All Eq Accounts Comp26.9526.36
Donald Smith & Co. Lg-Cap Cncntrd Val Eq24.2623.67
Affinity Midcap Equity23.5322.80
AJO Large Cap - Dynamic 115/1521.3621.05
Smith Graham Mid-Cap Value21.6820.79
MAP US Multi-Cap Value Composite21.9420.76
AJO Managed Volatility20.2520.10
TCW Relative Value Mid Cap20.9720.00
Mid-Cap Value5 year gross return5 year net return
Smith Graham Mid-Cap Value19.7618.87
Donald Smith & Co. Lg-Cap Cncntrd Val Eq18.4617.88
Brandywine Div Mid Cap Dedicated Val18.5017.63
Martingale MidCap Core18.4317.62
Smith Graham SMID (Small/Mid) Cap Value18.2717.41
Pzena Mid-Cap Focused Value17.7417.01
New Amsterdam Mid Cap Val Social Actv Eq16.8716.87
Denali Network Value Mid17.1716.75
Kennedy All Cap Value17.5116.72
Clifford Capital All-Cap Value17.4716.67
Large Value1 year gross return1 year net return
PIMCO StocksPLUS Long Duration33.2732.62
RCM Focus 1029.9228.63
L&S Income Equity29.2328.31
RCM Focus 2028.7227.52
Cornerstone Concentrated 3026.8025.87
O'Shaughnessy Market Leaders Core25.3824.84
AJO Top Cap24.4024.06
Commerce Midcap Growth Composite24.8823.96
AJO Large Cap23.8923.67
Glenmede Women In Leadership24.3423.43
Large Value5 year gross return5 year net return
PIMCO StocksPLUS Long Duration20.3719.79
Alpha Quant Value Equity19.9418.63
Conning High Dividend Equity18.4517.99
WEDGE Large Cap Value18.5717.71
Lyrical U.S. Value Equity – EQ19.3017.52
Queens Oak Concentrated Large Cap Value18.4617.47
Large Cap Value17.9417.27
Numeric Investors Large Core17.6717.06
Numeric Investors Core Numeric17.6016.73
O'Shaughnessy Market Leaders Core17.3916.70
Mid-Cap Growth1 year gross return1 year net return
Baron High Growth Strategy42.1640.81
Advisory Research U.S. Mid Cap Growth40.7739.70
Morgan Stanley Mid-Cap Growth Strategy40.5439.44
FIIG Small and Mid Cap Core37.4636.47
BlackRock Md-Cap Gr Eq36.0835.55
Fiera Mid Cap Growth35.9334.65
Kayne Anderson Rudnick Mid Sustain Gr34.9834.04
Sandhill Concentrated Equity Alpha34.1432.97
AB US SMID Cap Growth33.5332.30
Loomis Sayles Small/Mid Cap Growth33.2032.11
Mid-Cap Growth5 year gross return5 year net return
Naylor & Company Core Composite25.5622.92
BlackRock Md-Cap Gr Eq19.6018.76
Cognios Quantitative All Cap Growth18.9018.45
ClariVest Mid Cap Growth19.2118.33
Sandhill Concentrated Equity Alpha19.2218.30
William Blair Small-Mid Cap Growth18.4917.38
T. Rowe Price US Mid-Cap Growth Equity17.9717.27
Atlanta High Quality Smid Cap18.0017.03
Federated Growth Equity Comp18.6917.00
Wellington Mid Cap Opportunities17.8716.99
Large Growth1 year gross return1 year net return
Morgan Stanley Multi Cap Growth49.8548.41
Morgan Stanley Growth44.9743.94
Elemental Capital Focused Growth44.6043.41
Marsico Non-Taxable Select Alpha Growth45.4243.07
Advisory Research U.S. All Cap Growth42.5241.36
Integre Large Cap Value41.4241.24
Baron Large Cap Growth Strategy41.8040.89
Mark Focus43.4240.19
Advisory Research US Concentrated Growth41.3140.13
DSM Large Cap Growth Equity39.8139.09
Large Growth5 year gross return5 year net return
LEIA CBI21.6921.69
Cookson Peirce All-Cap Equity MA21.4420.84
Cognios Quantitative Large Cap Growth20.5420.14
Morgan Stanley Growth20.9120.01
Advisory Research U.S. Large Cap Growth20.4819.98
ClariVest Large Cap Growth20.2019.92
T. Rowe Price US Large-Cap Growth Equity20.2919.70
Loomis Sayles All Cap Growth20.1919.64
Edgewood Mgt Lg-Cap Gr20.5419.53
Morgan Stanley Multi Cap Growth20.7119.52
Small Blend5 year gross return5 year net return
ZPR Fundamental Small Cap Value21.0019.59
361 U.S. Small Cap Equity20.2219.05
Jacobs Levy Small Cap (S&P 600)19.9818.99
Wakefield Small Cap Equity20.0418.48
Federated MDT Sm-Cap Core19.1818.02
Systematic Small Cap Free Cash Flow18.9917.86
Affinity Small Cap Equity18.6917.83
BMO Disciplined Small-Cap Core18.8617.82
Wellington Small Cap Opportunities18.8317.78
Orchard Select Small Cap Value18.7317.55
Mid-Cap Blend1 year gross return1 year net return
The Boston Opportunistic Investor40.9133.44
UBS: Global Sustainable Innovators34.1831.48
Zacks Mid-Cap Core Strategy31.2230.26
Clark Navigator All Cap Core U.S. Equity30.3329.89
PPCM Mid-Cap Eq Comp28.0627.43
Horizon Enhanced BRI Composite27.9826.42
EARNEST Small/Mid Cap Core27.4826.23
EARNEST Md-Cap26.1624.91
Federated MDT Mid Cap Growth25.7124.67
GlobeFlex U.S. Mid-Cap25.4224.56
Mid-Cap Blend5 year gross return5 year net return
Zacks Mid-Cap Core Strategy18.1317.26
Boston Partners Mid-Cap Value Equity17.5917.18
Clark Navigator All Cap Core U.S. Equity17.5817.17
Clarkston Capital SMID Composite17.7517.14
Triboro Socially Responsible All Cap17.1017.10
Chartwell Mid-Cap Value17.8916.96
QMA US Mid Cap Core Equity17.3916.76
Scout Mid Cap Equity17.5616.65
Leuthold Select Industries17.7616.61
Shapiro Capital Mgt Enh Small Cap Value18.0016.53
Large Blend5 year gross return5 year net return
Mellon Capital Dynamic U.S. Equity Comp19.8119.23
NB Nackenson SMA Strategy18.2418.24
Wakefield Large Cap Equity19.8318.20
Euclid Advisory Large Cap Growth19.2617.90
Glenmede Large Cap Equity18.3417.47
Piedmont Inv Advisors Market Plus17.5417.33
Jacobs Levy Large Cap (S&P 500)17.8817.32
Jacobs Levy Core Equity (Russell 3000)17.8317.31
Alpha Quant Core Equity18.4217.12
NB Multi-Cap Opportunities17.1617.11
Long/Short Equity1 year gross return1 year net return
Epoch Global Absolute Return28.2426.91
BP Emerging Markets L/S Equity27.8925.81
TAMP US Tactical ETF L/S - PULSE25.7425.74
BlackRock Alpha Advantage 500 Composite24.4424.44
QMA US Core Equity Extended23.4922.71
Horizon Focused ETF with Risk Assist22.1719.91
PVG Dynamic Core ETF20.7619.57
Horizon Growth ETF with Risk Assist19.6017.41
WellsCap Analytic Global Long/Short Eq17.2116.44
Atlas 100/30 Long Short17.0415.74
Long/Short Equity5 year gross return5 year net return
QMA US Core Equity Extended18.8518.08
BlackRock Alpha Advantage 500 Composite16.9216.92
TAMP US Tactical ETF L/S - PULSE15.8415.34
Confluence IDEA - Plus14.1112.38
WellsCap Analytic Global Long/Short Eq12.7812.23
Atlas 100/30 Long Short11.1810.25
Calamos Phineus Long/Short Composite11.349.79
Epoch Global Absolute Return10.228.87
Horizon Focused ETF with Risk Assist10.778.62
PIMCO Long/Short Strategy10.038.40
Leveraged Net Long1 year gross return1 year net return
AQR Capital Global RC 40(140/40)31.2030.24
Lazard Global 130/3027.3926.31
Martingale 130/30 LargeCap Growth26.5625.63
PVG Global Macro Portfolio25.6724.12
Cornerstone US Equity Opportunities24.5123.78
Cornerstone International Opportunities24.5123.63
Large Cap Core 130/3022.9323.59
Chicago Equity Large Cap 130/3024.2523.49
AQR Capital US Relaxed Constraint 4023.8623.13
Martingale 130/30 LargeCap Core 50022.8021.89
Market Neutral1 year gross return1 year net return
Cognios Enhanced Market Neutral21.8820.73
Copeland Risk Managed Dividend Growth19.8718.57
Swan Defined Risk Strategy11.3010.81
Constantia Merger-Arbitrage7.286.66
Research Market Neutral6.715.65
Cognios Market Neutral Large Cap Value7.045.43
PSI Managed Volatility6.465.41
SSI Convertible Income5.964.96
GAM Absolute Return Bond Strategy4.543.97
Convergence Market Neutral5.023.94
Foreign Large Value5 year gross return5 year net return
American Century Non-U.S. Intrinsic Val14.8514.43
Wellington Intl Contrarian Value14.8413.88
BHMS Global Value Equity12.3011.94
RBC International Equity Fund12.3611.30
Systematic International Equity11.8310.85
Cornerstone Systematic Intl Equity11.2110.66
ClariVest International Core11.3510.46
Pzena International Focused Value10.7010.04
Acadian ACW ex-U.S. Equity Composite10.8210.00
Columbia International Equity10.729.84
Foreign Small/Mid Value1 year gross return1 year net return
GlobeFlex International Micro Cap Cmpst42.0040.80
AJO International Small Cap37.9237.33
Acadian Non-U.S. Small-Cap Equity Compst37.9636.90
The Boston International Small Cap Eq35.9934.81
QMA International Small Cap Equity35.0533.94
Templeton Intl Sm Cap Eq35.0433.80
LSV Asset Mgt Intl Sm-Cap Val Eq34.9933.68
LMCG Int'l Sm Cap Eq33.9832.73
ClearBridge International Small Cap33.6032.31
ARGA International Small-Cap Strategy33.8332.27
Foreign Small/Mid Growth5 year gross return5 year net return
Expedition Intl Micro Cap Comp20.6518.99
Oberweis Intl Opportunities19.8118.70
OFI Global International Small-Mid Cap19.4718.44
EAM International Small Cap18.1617.00
Baring International Small Cap Equity17.4816.54
TimesSquare International Small Cap16.7515.60
SGA International Small-Mid Cap Equity16.4014.70
PGI International Small-Cap Equity15.2414.51
Schroders International Small Cap15.1514.24
FIIG Foreign Equity Small Cap Composite14.8014.16
Latin America Stock1 year gross return1 year net return
Financial Trust Latin Value Momentum43.0041.23
Ashmore Latin America Small Cap Equity41.8239.76
Latin American Equity31.1929.88
T. Rowe Price Latin America Equity30.7929.69
Morgan Stanley Latin America Equity25.2324.79
Latin America Stock5 year gross return5 year net return
Financial Trust Latin Value Momentum12.0810.70
T. Rowe Price Latin America Equity-0.71-1.56
Latin American Equity-1.13-2.12
Morgan Stanley Latin America Equity-2.73-3.08
Ashmore Latin America Small Cap Equity-2.96-4.47
Europe Stock5 year gross return5 year net return
T. Rowe Price Europe Smaller Comp Equity17.0116.15
Boston Company Euroland Small Cap Equity17.0215.94
Numeric Investors Europe Core15.4714.65
Acadian European Equity Composite13.4712.63
Baillie Gifford Europe ex-UK Equities12.9512.23
Intech European Large Cap Core12.6212.04
Wellington Strategic European Equity12.0611.23
T. Rowe Price Europe ex-UK Equity11.5611.01
PGI European Equity10.369.83
Pzena European Focused Value10.219.82
Japan Stock1 year gross return1 year net return
Burgundy Focus Asian Composite44.2343.19
Burgundy Asian (All Cap) Composite43.1141.72
DaiwaSB Japan Eq MidSm Cap GARP40.3239.37
Baillie Gifford Japanese All Cap39.3738.46
Baillie Gifford Japan Growth36.5235.73
DaiwaSB Japan Eq Small Cap GARP36.3735.44
Lazard Japanese Strategic Equity34.6934.26
T. Rowe Price Japan Equity33.4432.71
Lazard Japanese Equity32.0831.70
DaiwaSB Japan Eq Value Plus Alpha30.5829.82
Japan Stock5 year gross return5 year net return
DaiwaSB Japan Eq MidSm Cap GARP21.8521.01
DaiwaSB Japan Eq Small Cap GARP19.8619.07
Dalton Japan Long Only Composite20.1118.88
Baillie Gifford Japanese All Cap18.7217.97
Burgundy Asian (All Cap) Composite19.0917.92
Burgundy Focus Asian Composite17.7616.88
Baillie Gifford Japan Growth16.3915.68
T. Rowe Price Japan Equity16.2715.63
Brandes Japan Equity15.3914.47
Acadian Japanese Equity Composite14.5913.74
Pacific/Asia ex-Japan Stk1 year gross return1 year net return
Baillie Gifford Asia ex Japan Equities56.7655.72
Investec 4Factor Asia Pacific ex Jap Eq52.5651.61
Lazard Emg Markets Eq Blend Asia ADR47.4346.62
NB Asian Opportunities Composite46.0344.77
FIIG Asia ex-Japan Equity45.6244.37
PGI Asia ex-Japan Equity44.7243.82
MFS® Asia ex Japan Equity42.4641.45
T. Rowe Price Asia ex-Japan Equity42.2841.15
Allianz Total Return Asia Equity43.3940.79
Newton Asia Pacific Ex Japan Equity41.4340.56
Diversified Pacific/Asia1 year gross return1 year net return
ARI Asia Pacific52.8252.82
Sit Inv Pac Basin38.3637.15
Financial Trust Asia ValueMomentum38.0036.29
WellsCap SF Global Asia Pacific Equity36.6135.54
Asia Pacific inc Japan Equity31.5330.22
Accuvest Asian Advantage30.5829.65
ZPR All Asian30.4928.90
Templeton Asia Pacific Eq29.5428.76
GAM Asia-Pacific Equity27.4726.99
Dalton Asia Pacific Long Only Composite23.1922.05
Diversified Pacific/Asia5 year gross return5 year net return
Financial Trust Asia ValueMomentum17.8516.39
ARI Asia Pacific14.6514.65
Dalton Asia Pacific Long Only Composite13.7712.26
WellsCap SF Global Asia Pacific Equity10.9410.06
ZPR All Asian10.919.52
Horizon Asia Institutional9.298.19
Sit Inv Pac Basin9.108.13
Templeton Asia Pacific Eq8.127.50
Accuvest Asian Advantage7.537.05
Asia Pacific inc Japan Equity7.606.53
Diversified Emerging Mkts1 year gross return1 year net return
Baillie Gifford Emerging Mkts All Cap Eq54.3653.20
Baillie Gifford Emerging Mkts Lead Co Eq54.2753.13
Van Eck Emerging Markets Equ Comp.51.9550.90
William Blair Emerging Markets Growth51.1949.69
Goldman Sachs Global Emerging Market Eq50.2248.88
Newton Global Emerging Markets49.9048.77
Martin Currie Global Emerging Markets49.1548.38
FIIG Emerging Markets Small Cap48.5948.23
Baring Focused Emerging Markets Equity49.1948.08
Invesco Emerging Markets Equity49.5447.96
High Yield Bond1 year gross return1 year net return
DDJ U.S. Opportunistic High Yield Comp12.1311.58
Wellington Global High Yield11.2310.64
Diamond Hill High Yield11.1210.57
Capital Group Global High Yield FI Comp11.0910.32
Pioneer Global High Yield10.7010.15
MacKay Select High Yield Composite10.549.95
MacKay Shields Glb High Yield Unhedged10.379.82
PineBridge High Yield Bond Composite10.289.79
Brandywine Global High Yield10.199.49
Global High Yield10.009.45
Intermediate Government1 year gross return1 year net return
Semper Active Mortgage-Backed Securities5.855.50
Columbia US Government Mortgage3.863.35
Great Lakes Core Government Only3.082.98
M.D. Sass Core Fix-Inc2.992.70
Chicago Equity Core Fix-Inc2.902.65
DBF Interm Mortgage-Backed Securities2.842.58
DBF Intermediate Duration Govt/Agency2.762.56
MFS US Government Fixed Income2.812.49
Northern Trust Government Index2.392.24
Ryan Labs LDI Interm Duration 3-52.522.15
Intermediate Government5 year gross return5 year net return
Semper Active Mortgage-Backed Securities4.844.40
Columbia US Government Mortgage2.882.45
TCW Index Plus MBS2.131.91
Smith Breeden Mortgage Index Plus2.241.89
M.D. Sass Core Fix-Inc2.051.76
MFS US Government Fixed Income1.791.50
Great Lakes Core Government Only1.551.44
Ryan Labs LDI Interm Duration 3-51.801.42
Chicago Equity Core Fix-Inc1.581.33
Amalgamated Bank Intermediate Duration1.581.33
Intermediate-Term Bond1 year gross return1 year net return
Herzfeld Taxable Closed-End Bond13.5312.53
Flaherty & Crumrine Separate Mgd Account12.4611.92
Spectrum Preferred Securities11.6411.39
PIMCO Diversified Income9.308.57
EARNEST Fixed Income Long Duration8.177.80
RSA Unconstrained Bond Strategy8.227.68
AB US Investment Grade Corporates7.947.51
ClearArc Capital Strategic Income Plus7.637.15
BBH Core Fixed Income7.106.84
Piedmont Inv Advisors Yld Advantage Agg4.096.79
Short-Term Bond5 year gross return5 year net return
Manulife AM Strategic Fixed Income Opp4.634.21
Post Limited Term High Yield Comp4.593.92
Frost Intermediate Taxable Composite4.033.60
Crossmark Income Opportunities3.643.44
Manulife AM US Strategic Fixed Income3.413.00
TCW Strategic Income4.712.79
Newfleet Multi-Sector Short Dur Cpst3.272.78
WellsCap Intermediate Premier FI2.812.51
Dodge & Cox Intermediate FI Composite2.822.49
Ziegler Cap TWCM Core Interm F/I Retail2.872.42
Ultrashort Bond1 year gross return1 year net return
TCW Alpha Trak21.9220.84
FIAM Leveraged Loan Composite4.704.18
BNP Paribas Mortgage Alpha3.843.31
PIMCO Short Term2.822.42
Pioneer Multi-Asset Ultrashort Income2.272.02
Federated Active Cash Broad FI Composite2.181.99
Seix Ultra Short2.031.85
Merganser Floating Rate Bond2.011.82
Payden & Rygel Enhanced Cash Long1.751.60
Seix US Govt Securities Ultra Short1.651.47
Ultrashort Bond5 year gross return5 year net return
TCW Alpha Trak18.0117.42
FIAM Leveraged Loan Composite4.764.24
BNP Paribas Mortgage Alpha3.883.37
Federated Trade Finance Fixed Inc Comp2.912.01
PIMCO Short Term2.001.59
Pioneer Multi-Asset Ultrashort Income1.851.59
Federated Active Cash Broad FI Composite1.441.16
Seix Ultra Short1.220.99
Payden & Rygel Enhanced Cash Long1.160.99
Logan Circle STAMP Cash Plus1.000.84
Long-Term Bond1 year gross return1 year net return
PIMCO Long Term Bond - Long Credit14.4414.12
Standish Long Corporate12.9312.72
PIMCO Long Term Bond Full Authority12.9112.66
Dodge & Cox Long Duration FI Composite12.7712.38
FIAM Long Corporate Composite12.6812.37
BlackRock US Long Credit12.5012.36
Ryan Labs Long-Credit12.6412.33
Baird Advisors Long Govt Credit Bond12.3912.25
NISA Long Credit12.4812.23
NISA Long Dur Credit Only Consolidated12.4012.15
Ultrashort Bond1 year gross return1 year net return
TCW Alpha Trak21.9220.84
FIAM Leveraged Loan Composite4.704.18
BNP Paribas Mortgage Alpha3.843.31
PIMCO Short Term2.822.42
Pioneer Multi-Asset Ultrashort Income2.272.02
Federated Active Cash Broad FI Composite2.181.99
Seix Ultra Short2.031.85
Merganser Floating Rate Bond2.011.82
Payden & Rygel Enhanced Cash Long1.751.60
Seix US Govt Securities Ultra Short1.651.47
Ultrashort Bond5 year gross return5 year net return
TCW Alpha Trak18.0117.42
FIAM Leveraged Loan Composite4.764.24
BNP Paribas Mortgage Alpha3.883.37
Federated Trade Finance Fixed Inc Comp2.912.01
PIMCO Short Term2.001.59
Pioneer Multi-Asset Ultrashort Income1.851.59
Federated Active Cash Broad FI Composite1.441.16
Seix Ultra Short1.220.99
Payden & Rygel Enhanced Cash Long1.160.99
Logan Circle STAMP Cash Plus1.000.84
Long-Term Bond1 year gross return1 year net return
PIMCO Long Term Bond - Long Credit14.4414.12
Standish Long Corporate12.9312.72
PIMCO Long Term Bond Full Authority12.9112.66
Dodge & Cox Long Duration FI Composite12.7712.38
FIAM Long Corporate Composite12.6812.37
BlackRock US Long Credit12.5012.36
Ryan Labs Long-Credit12.6412.33
Baird Advisors Long Govt Credit Bond12.3912.25
NISA Long Credit12.4812.23
NISA Long Dur Credit Only Consolidated12.4012.15
Inflation-Protected Bond5 year gross return5 year net return
BNP Paribas GlobalInflationLinked Bonds3.303.04
Standish Global TIPS1.381.30
Franklin U.S. TIPS Composite0.560.43
NB U.S.Treasury Inflation Protection0.300.29
PIMCO Real Ret Asset Long Duration0.800.28
BBH U.S. TIPS0.350.20
Standish US TIPS Barclays0.240.18
Wellington TIPS0.310.16
BlackRock TIPS PLUS0.250.11
Northern Trust TIPS0.190.08
Stable Value1 year gross return1 year net return
Standish Stable Value2.142.04
T. Rowe Price Stable Value2.221.99
Putnam Stable Value Composite2.201.96
Invesco Stable Value2.081.88
Galliard Stable Value Composite2.051.65
Stable Value5 year gross return5 year net return
T. Rowe Price Stable Value2.382.13
Standish Stable Value2.222.11
Invesco Stable Value2.051.85
Putnam Stable Value Composite2.021.78
Galliard Stable Value Composite1.991.58
World Allocation5 year gross return5 year net return
PIMCO StocksPlus16.5216.03
PIMCO StocksPLUS Absolute Return16.4715.80
PIMCO RAE Fundamental PLUS15.9415.03
Morgan Stanley Glbl Tactical Asset Alloc10.6710.37
ICON - SBI Global Moderate10.279.41
CKW Opportunistic Global Balanced10.119.17
THG Balanced Aggressive9.718.88
CLS AdvisorOne Risk Budget 85 Mod Aggr8.678.67
CKW Sprinkle Global Balance9.658.44
DMAP Moderate Relative Return USD-H9.188.34
Conservative Allocation5 year gross return5 year net return
MCA Conservative Portfolios11.0210.20
Clark Navigator MultiStrategy 50-5010.5810.20
Copeland Large Cap Div Growth Balanced10.229.64
Allianz Income & Growth9.609.17
AMP Moderately Conservative8.367.88
Morningstar Balanced - Advisor Group WMP7.657.65
MCM Strategic Income8.057.30
ASAP Balanced Strategy7.447.21
ACM Growth & Income 518.077.19
Tocqueville Enhanced Income Composite8.077.06
Moderate Allocation1 year gross return1 year net return
FEG Equity Portfolio22.6521.59
MCA Balanced Portfolios22.3821.56
Johnson Institutional Mgt Enhanced Index21.7721.38
Lazard Cap Alloc -Gbl Div 75/25 (TE)20.8220.81
WJA Equity Oriented (Balanced) Composite20.9720.17
C.J. Lawrence Balanced Strategy21.0319.85
Navellier Dynamic Libertas 3020.1219.34
Herzfeld Balanced Closed-End20.0619.00
Horizon Hybrid Focused with Risk Assist18.8518.77
Janus Henderson Balanced19.2118.64
Moderate Allocation5 year gross return5 year net return
Johnson Institutional Mgt Enhanced Index16.0715.75
Dodge & Cox Balanced Composite12.1111.95
Dorsey Wright Sys Reltv Strength Bal12.7811.54
MCA Balanced Portfolios12.3111.52
Invesco Equity and Income Composite11.9411.27
EIC Mid-Cap Value14.5411.18
UBS: U.S. Balanced Portfolio11.6110.90
C.J. Lawrence Balanced Strategy11.8810.78
Cumberland Total Return Balanced Port11.3210.71
ValueWorks Bal Comp12.2210.69
Target Date 2011-20151 year gross return1 year net return
Sage Target Date 2015 Fund9.028.59
Target Date 2011-20155 year gross return5 year net return
Sage Target Date 2015 Fund5.044.63
Target Date 2016-20201 year gross return1 year net return
BCM DynamicBelay Balanced Growth (QDIA)9.167.61
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 Fund12.5112.06
Target Date 2021-20255 year gross return5 year net return
Sage Target Date 2025 Fund6.796.37
Target Date 2026-20301 year gross return1 year net return
BCM DynamicBelay Conservative Gro(QDIA)11.449.86
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 Fund16.6316.17
Target Date 2031-20355 year gross return5 year net return
Sage Target Date 2035 Fund8.337.91
Target Date 2036-20401 year gross return1 year net return
BCM DynamicBelay Moderate Growth (QDIA)13.7312.12
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 Fund19.0318.56
Target Date 2041-20455 year gross return5 year net return
Sage Target Date 2045 Fund9.228.79
Retirement Income1 year gross return1 year net return
Nuveen-Sector Dividend Preferred15.9315.36
Horizon Hybrid Real Spend 714.3714.29
Horizon Hybrid Real Spend 613.7313.65
Horizon Hybrid Real Spend 513.0512.97
Horizon Real Spend 714.7612.89
Hancock Horizon Dividend Income13.2612.37
Horizon Real Spend 614.2012.34
Horizon Hybrid Real Spend 412.2712.19
PIMCO Retirement Income Model-Mod Gr12.1812.18
Windham Multi-Asset Income Portfolio12.3111.99
Retirement Income5 year gross return5 year net return
Hancock Horizon Dividend Income12.5911.70
Beacon Dividend Income Composite10.589.17
Nuveen-Sector Dividend Preferred9.148.17
Texas Retirement Income Strategy9.818.11
Horizon Real Spend 79.317.28
Horizon Real Spend 58.946.91
Horizon Real Spend 48.746.72
Horizon Real Spend 67.995.98
Morningstar Ret Inc Long-Range - TDA6.244.95
Morningstar Ret Inc Long-Range - BNY6.304.71