INTERACTIVE

Top performing managers by category: separate accounts, 1st Quarter 2018

Large Blend5 year gross return5 year net return
Euclid Advisory Large Cap Growth18.9217.56
Mellon Capital Dynamic U.S. Equity Comp16.5916.03
Jacobs Levy Core Equity (Russell 3000)15.7615.25
Jacobs Levy Large Cap (S&P 500)15.6815.14
Wakefield Large Cap Equity16.6915.11
Oak Associates All Cap Core Growth15.9615.10
Wright Large Cap Core Equity15.6415.09
Calvert US Lg Cap Core Responsible strgy13.9114.95
Alpha Quant Core Equity16.1614.89
Piedmont Inv Advisors Market Plus15.0414.85
Mid-Cap Blend1 year gross return1 year net return
Federated MDT Mid Cap Growth23.2122.20
Zacks Mid-Cap Core Strategy23.0522.15
Clark Navigator All Cap Core U.S. Equity22.3521.93
UBS: Global Sustainable Innovators23.0320.56
The Capital Mgt Corp All Cap Equity Comp18.9818.09
Leuthold Select Industries19.0617.89
Calvert U.S. Mid Cap Core Resp Index12.5817.76
WellsCap Select Equity18.7217.56
Scout Mid Cap Equity18.3617.45
The London Co Mid Cap17.3916.90
Mid-Cap Blend5 year gross return5 year net return
Clarkston Capital SMID Composite15.5614.97
Federated MDT Mid Cap Growth15.8714.83
Clark Navigator All Cap Core U.S. Equity15.2214.82
Triboro Socially Responsible All Cap14.4714.47
Zacks Mid-Cap Core Strategy15.2914.43
Boston Partners Mid-Cap Value Equity14.7414.35
PPCM Mid-Cap Eq Comp14.4413.87
Scout Mid Cap Equity14.7013.80
Leuthold Select Industries14.9113.78
Bahl & Gaynor - Small/Mid Cap Income Gr14.0313.74
Small Blend1 year gross return1 year net return
Van Hulzen Small Cap24.7924.07
Piedmont Optimized SMid Core21.1620.67
Bernzott Capital US Small Cap Value21.4820.66
Systematic SMID Cap Free Cash Flow21.3520.35
Reinhart Partners Genesis PMV20.4419.45
AllianzGI US Systematic Small Cap19.6619.10
Orchard Select Small Cap Value19.9818.81
Wakefield Small Cap Equity19.6018.09
Perritt MicroCap Opportunities19.1117.94
Systematic Small Cap Free Cash Flow19.0417.92
Small Blend5 year gross return5 year net return
Jacobs Levy Small Cap (S&P 600)18.2817.30
Wakefield Small Cap Equity17.5015.98
ZPR Fundamental Small Cap Value17.0515.68
Algert US Small Cap16.3915.37
The Capital Mgt Corp SMID16.0115.36
Jacobs Levy Small Cap (Russell 2000)16.1515.19
Wellington Small Cap Opportunities16.1915.15
Federated MDT Sm-Cap Core16.2815.14
Systematic Small Cap Free Cash Flow16.1415.04
Palisades Small Cap Core15.5614.85
Large Growth1 year gross return1 year net return
Maytech Global Growth Composite43.4541.94
Morgan Stanley (MS) Multi Cap Growth40.2638.91
Baillie Gifford US Equities38.3037.51
ARI Global Opportunities (ESG)37.2837.28
Morgan Stanley Growth36.9035.94
Marsico Non-Taxable Select Alpha Growth37.7835.54
MRM All Domestic Equity36.0534.21
Elemental Capital Focused Growth33.5932.09
Baron Large Cap Growth Strategy32.2531.40
ARI Global Equity (ESG)30.9530.95
Large Growth5 year gross return5 year net return
LEIA CBI23.1423.14
Morgan Stanley Growth21.7420.85
ARI Global Opportunities (ESG)20.5620.56
Morgan Stanley Multi Cap Growth20.9519.77
Maytech Global Growth Composite20.6319.14
T. Rowe Price US Large-Cap Growth Equity19.5118.93
Edgewood Mgt Lg-Cap Gr19.8418.84
Cognios Quantitative Large Cap Growth19.2318.82
Peregrine Capital Mgt Large Cap Growth19.1918.67
Merlin Focused Growth19.6918.56
Mid-Cap Growth1 year gross return1 year net return
Advisory Research U.S. Mid Cap Growth37.9536.90
Morgan Stanley Mid-Cap Growth Strategy35.4334.36
Baron High Growth Strategy34.7633.48
Kayne Anderson Rudnick Mid Sustain Gr34.3433.40
DF Dent Mid Cap Growth30.5129.73
Night Owl All Cap30.0728.59
DF Dent Multi Cap Growth29.2028.37
AB US SMID Cap Growth29.5728.36
Federated Growth Equity Comp29.8428.05
Fiera Mid Cap Growth29.0327.80
Mid-Cap Growth5 year gross return5 year net return
Naylor & Company Core Composite20.2817.77
Cognios Quantitative All Cap Growth17.9217.44
Sandhill Concentrated Equity Alpha17.4916.57
Federated Growth Equity Comp18.0816.41
Janus Henderson Mid Cap Growth16.6515.90
ClariVest Mid Cap Growth16.6215.76
Fiera Mid Cap Growth16.8515.75
Essex Inv Mgt Research Strategy16.7115.59
T. Rowe Price US Mid-Cap Growth Equity16.2715.58
William Blair Small-Mid Cap Growth16.6415.54
Small Growth5 year gross return5 year net return
Kayne Anderson Rudnick SC Sustain Growth20.9819.80
Ashford Small Company Growth20.4219.57
Granahan Inv Mgt Small Cap Discoveries19.2018.62
Granahan Inv Mgt - Sm Cap Focused Grth19.2118.52
Kayne Anderson Rudnick SC Quality Select19.6318.15
Driehaus Micro Cap Growth19.3418.13
Rice Hall James Micro Cap Opportunities19.0918.13
Rice Hall James Small Cap Opportunities18.6717.93
Friess Small Cap Growth18.8017.74
Driehaus Small Cap Growth18.6217.57
Large Value1 year gross return1 year net return
O'Shaughnessy Market Leaders Core24.0023.47
RCM Focus 1020.7619.56
O'Shaughnessy Market Leaders Value20.4719.16
Federated MDT All Cap Core19.7618.95
RCM Focus 2019.7218.65
Cornerstone Concentrated 3019.2918.41
Braver Dividend Income20.0418.27
PIMCO StocksPLUS Long Duration18.1017.53
Queens Oak Concentrated Large Cap Value18.4617.47
Ziegler Cap Large Cap Core17.8617.17
Large Value5 year gross return5 year net return
PIMCO StocksPLUS Long Duration17.2716.71
Alpha Quant Value Equity16.6315.36
Shapiro Capital All Cap Opportunity16.2915.20
Levin Capital All-cap16.2915.15
O'Shaughnessy Market Leaders Core15.1914.53
Queens Oak Concentrated Large Cap Value15.1914.22
WEDGE Large Cap Value15.0314.19
Federated MDT All Cap Core14.8414.05
AJO Top Cap14.2814.00
Boston Partners Premium Equity14.5613.94
Mid-Cap Value1 year gross return1 year net return
Donald Smith & Co. Md-Cap Val Eq21.3421.06
Smith Graham Mid-Cap Value17.6516.77
MAP US Multi-Cap Value Composite17.7516.60
AllianzGI Mid Cap Value 10017.5416.55
Donald Smith & Co. Lg-Cap Cncntrd Val Eq16.1115.57
TCW Relative Value Mid Cap15.9515.02
Donald Smith & Co. All Eq Accounts Comp15.4214.92
Financial Trust Discplnd Dividend Income16.0414.61
AJO Large Cap - Dynamic 115/1514.2313.97
Affinity Midcap Equity13.7913.12
Mid-Cap Value5 year gross return5 year net return
Smith Graham Mid-Cap Value17.0216.15
Martingale MidCap Core15.2914.50
Donald Smith & Co. Lg-Cap Cncntrd Val Eq14.9914.43
Smith Graham SMID (Small/Mid) Cap Value15.1614.32
Clifford Capital All-Cap Value14.8314.09
Brandywine Div Mid Cap Dedicated Val14.6413.80
AJO Large Cap - Dynamic 115/1514.0113.75
Donald Smith & Co. Md-Cap Val Eq13.9113.61
Kennedy All Cap Value14.2013.43
Sycamore Mid Cap Value Comp14.2213.37
Small Value1 year gross return1 year net return
Brandywine Small Mid Cap Val Eq15.1914.17
O'Shaughnessy Micro Cap14.6913.53
Brandywine Institutional Small Cap Value13.9212.82
Hotchkis & Wiley -Small Cap Divsfd Value13.3612.71
Huber Select SMID Cap Value12.4312.03
Walthausen & Co Select Value Composite12.3411.80
InView Domestic (US) Small Value Port12.3611.80
Walthausen & Co Small Cap Value Comp12.3611.65
Vulcan Value Partners Small Cap Stra12.3711.42
DePrince, Race & Zollo, Micro Cap Val12.4411.38
Small Value5 year gross return5 year net return
Pacific Ridge Capital Ptnrs Micro Cp Val18.9717.11
O'Shaughnessy Micro Cap18.2817.05
Foundry Partners Micro Cap Value15.0613.98
Towle & Co. Deep Value14.7913.97
Hotchkis & Wiley -Small Cap Divsfd Value14.8013.93
Federated MDT Sm-Cap Val14.9113.77
DGHM Micro Cap15.1013.73
Jacobs Levy Sm Cap Val (R 2500 Val)14.5813.67
BMO Disciplined SCV Composite14.4313.43
WellsCap Special US Small Cap Value Eq14.4513.33
Bear Market1 year gross return1 year net return
Triboro Alternative6.616.61
Federated Alternative Bear Equity Comp-9.52-10.82
Bear Market5 year gross return5 year net return
Federated Alternative Bear Equity Comp-12.24-13.54
Triboro Alternative0.000.00
Financial1 year gross return1 year net return
Hilton Financial Opportunity15.2213.60
ZPR Volume Winners12.8711.17
ZPR Volume Value11.129.35
Confluence BDC-Wrap-8.83-10.16
Financial5 year gross return5 year net return
ZPR Volume Value22.2720.29
ZPR Volume Winners19.1317.24
Confluence BDC-Wrap3.912.57
Hilton Financial Opportunity0.000.00
Health1 year gross return1 year net return
Financial Trust Health Value9.888.52
Janus Henderson Gbl Life Sciences ADR MA10.997.78
Nicholas Inv-Healthcare Opportunities24.900.00
Health5 year gross return5 year net return
Financial Trust Health Value15.4213.99
Janus Henderson Gbl Life Sciences ADR MA14.8011.47
Nicholas Inv-Healthcare Opportunities0.000.00
Equity Precious Metals1 year gross return1 year net return
WellsCap Precious Metals-6.59-7.48
GAMCO Gold-12.53-13.26
Equity Precious Metals5 year gross return5 year net return
GAMCO Gold-7.07-7.98
WellsCap Precious Metals-7.95-8.83
Real Estate1 year gross return1 year net return
CBRE Clarion International Real Estate15.5314.60
Ranger Global Real Estate10.099.21
Financial Trust Global REIT6.445.12
Neuberger Berman REIT2.962.19
PGI Real Estate Equity Securities2.652.09
Cohen & Steers Realty Focus2.771.98
Invesco (IVZ) US REITs1.150.39
Wellington Real Estate Securities0.53-0.20
Adelante Core Plus Strategy Composite-0.35-0.35
Neuberger Berman REIT SMA2.61-0.37
Real Estate5 year gross return5 year net return
Cohen & Steers Realty Focus11.7310.77
PGI Real Estate Equity Securities9.008.41
Heitman US Focused RE Securities8.637.91
Chilton Capital REIT8.737.79
Heitman US RE Securities8.267.78
Wellington Real Estate Securities8.097.29
CenterSquare REIT Separate Account7.787.25
Adelante Total Return Strategy Composite7.667.24
Adelante Core Plus Strategy Composite8.017.15
Cornerstone U.S. REIT Total Return7.416.87
Technology1 year gross return1 year net return
Zevenbergen Z/Tech51.7450.51
QID U.S. Titans Equity Strategy43.7443.74
AllianzGI Global Technology Equity40.3538.98
RS Technology Composite35.7234.36
MFS Technology Equity33.4432.47
Wellington Global Technology31.5630.60
Wellington Global Technology Opps24.8623.90
Oak Associates Technology Portfolio23.7021.88
Crabtree Multi-Cap Technology21.2720.50
Princeton Young Enterprise Shares (YES)9.268.67
Technology5 year gross return5 year net return
Zevenbergen Z/Tech27.5326.40
AllianzGI Global Technology Equity23.2422.10
RS Technology Composite23.1621.97
Wellington Global Technology Opps22.4021.49
MFS Technology Equity21.6020.69
Wellington Global Technology21.2220.33
Oak Associates Technology Portfolio19.8118.99
Crabtree Multi-Cap Technology17.5616.76
Princeton Young Enterprise Shares (YES)9.678.43
QID U.S. Titans Equity Strategy0.000.00
Utilities1 year gross return1 year net return
Wellington Enduring Assets10.359.55
MFS Utilities Equity5.454.76
Miller/Howard – Utilities Plus1.380.37
Utilities5 year gross return5 year net return
Miller/Howard – Utilities Plus9.918.82
Wellington Enduring Assets8.037.27
MFS Utilities Equity6.605.91
Equity Energy1 year gross return1 year net return
Wellington Energy0.32-0.67
Miller/Howard Drill Bit Burn Tip® No K1s-5.45-6.40
Tortoise Select Energy Opportunity-6.10-6.90
Miller/Howard Drill Bit Burn Tip®-6.39-7.32
Miller/Howard E&P Institutional Strategy-6.40-7.34
Drill Bit to Burner Tip® No K1s SMA-5.58-8.39
Drill Bit to Burner Tip® SMA-6.44-9.22
Baron Energy and Resources Strategy-8.94-9.49
Orleans Energy Opportunities-15.93-16.78
Aggressive Allocation1 year gross return1 year net return
WSTCM International Select Risk-Managed17.4516.62
Horizon Hybrid Focused16.2916.29
NorthCoast CAN SLIM Investment Program18.1916.19
Niemann Risk Managed US Equity17.3915.27
CLS American Funds Agg Growth 8515.3515.08
Taxable Frontier Asset Mgmt LT Growth15.2314.66
Atalanta Sosnoff Balanced15.0114.42
CW Frontier Asset Mgmt Global Opp14.9814.41
Frontier Asset Mgmt Long-Term Growth14.8914.32
Horizon Hybrid Growth14.1014.10
Aggressive Allocation5 year gross return5 year net return
Clark Navigator MultiStrategy 75-2511.4611.08
Niemann Risk Managed US Equity13.0910.96
CLS American Funds Agg Growth 8510.6810.41
Atalanta Sosnoff Balanced10.739.93
Golub Group Equity Income10.869.69
NorthCoast Growth10.749.57
Eads & Heald Wealth Counsel Bal10.429.50
Calamos US Opportunities Composite10.209.47
ASAP Conservative Growth Strategy9.679.41
Horizon Hybrid Focused9.409.40
Bank Loan1 year gross return1 year net return
DDJ Bank Loan Strategy9.478.89
Octagon Senior Secured Credit7.356.62
Loomis Sayles Sr Floating Rate and FI6.025.50
Prudential US Senior Secured Loans5.685.10
Eaton Vance (EV) Mgt Senior Secured Floating5.575.08
Columbia Bank Loan Strategy5.715.04
Ares Institutional Loan Fund L.P.5.564.72
Barings U.S. Senior Secured Loans5.114.58
Penn Capital Def Floating Rate Inc4.804.48
Lord Abbett & Co. Bank Loan4.934.40
Small Value5 year gross return5 year net return
Pacific Ridge Capital Ptnrs Micro Cp Val18.9717.11
O'Shaughnessy Micro Cap18.2817.05
Foundry Partners Micro Cap Value15.0613.98
Towle & Co. Deep Value14.7913.97
Hotchkis & Wiley -Small Cap Divsfd Value14.8013.93
Federated MDT Sm-Cap Val14.9113.77
DGHM Micro Cap15.1013.73
Jacobs Levy Sm Cap Val (R 2500 Val)14.5813.67
BMO Disciplined SCV Composite14.4313.43
WellsCap Special US Small Cap Value Eq14.4513.33
Mid-Cap Value5 year gross return5 year net return
Smith Graham Mid-Cap Value17.0216.15
Martingale MidCap Core15.2914.50
Donald Smith & Co. Lg-Cap Cncntrd Val Eq14.9914.43
Smith Graham SMID (Small/Mid) Cap Value15.1614.32
Clifford Capital All-Cap Value14.8314.09
Brandywine Div Mid Cap Dedicated Val14.6413.80
AJO Large Cap - Dynamic 115/1514.0113.75
Donald Smith & Co. Md-Cap Val Eq13.9113.61
Kennedy All Cap Value14.2013.43
Sycamore Mid Cap Value Comp14.2213.37
Large Value1 year gross return1 year net return
O'Shaughnessy Market Leaders Core24.0023.47
RCM Focus 1020.7619.56
O'Shaughnessy Market Leaders Value20.4719.16
Federated MDT All Cap Core19.7618.95
RCM Focus 2019.7218.65
Cornerstone Concentrated 3019.2918.41
Braver Dividend Income20.0418.27
PIMCO StocksPLUS Long Duration18.1017.53
Queens Oak Concentrated Large Cap Value18.4617.47
Ziegler Cap Large Cap Core17.8617.17
Large Value5 year gross return5 year net return
PIMCO StocksPLUS Long Duration17.2716.71
Alpha Quant Value Equity16.6315.36
Shapiro Capital All Cap Opportunity16.2915.20
Levin Capital All-cap16.2915.15
O'Shaughnessy Market Leaders Core15.1914.53
Queens Oak Concentrated Large Cap Value15.1914.22
WEDGE Large Cap Value15.0314.19
Federated MDT All Cap Core14.8414.05
AJO Top Cap14.2814.00
Boston Partners Premium Equity14.5613.94
Mid-Cap Growth1 year gross return1 year net return
Advisory Research U.S. Mid Cap Growth37.9536.90
Morgan Stanley Mid-Cap Growth Strategy35.4334.36
Baron High Growth Strategy34.7633.48
Kayne Anderson Rudnick Mid Sustain Gr34.3433.40
DF Dent Mid Cap Growth30.5129.73
Night Owl All Cap30.0728.59
DF Dent Multi Cap Growth29.2028.37
AB US SMID Cap Growth29.5728.36
Federated Growth Equity Comp29.8428.05
Fiera Mid Cap Growth29.0327.80
Mid-Cap Growth5 year gross return5 year net return
Naylor & Company Core Composite20.2817.77
Cognios Quantitative All Cap Growth17.9217.44
Sandhill Concentrated Equity Alpha17.4916.57
Federated Growth Equity Comp18.0816.41
Janus Henderson Mid Cap Growth16.6515.90
ClariVest Mid Cap Growth16.6215.76
Fiera Mid Cap Growth16.8515.75
Essex Inv Mgt Research Strategy16.7115.59
T. Rowe Price US Mid-Cap Growth Equity16.2715.58
William Blair Small-Mid Cap Growth16.6415.54
Large Growth1 year gross return1 year net return
Maytech Global Growth Composite43.4541.94
Morgan Stanley Multi Cap Growth40.2638.91
Baillie Gifford US Equities38.3037.51
ARI Global Opportunities (ESG)37.2837.28
Morgan Stanley Growth36.9035.94
Marsico Non-Taxable Select Alpha Growth37.7835.54
MRM All Domestic Equity36.0534.21
Elemental Capital Focused Growth33.5932.09
Baron Large Cap Growth Strategy32.2531.40
ARI Global Equity (ESG)30.9530.95
Large Growth5 year gross return5 year net return
LEIA CBI23.1423.14
Morgan Stanley Growth21.7420.85
ARI Global Opportunities (ESG)20.5620.56
Morgan Stanley Multi Cap Growth20.9519.77
Maytech Global Growth Composite20.6319.14
T. Rowe Price US Large-Cap Growth Equity19.5118.93
Edgewood Mgt Lg-Cap Gr19.8418.84
Cognios Quantitative Large Cap Growth19.2318.82
Peregrine Capital Mgt Large Cap Growth19.1918.67
Merlin Focused Growth19.6918.56
Small Blend1 year gross return1 year net return
Van Hulzen Small Cap24.7924.07
Piedmont Optimized SMid Core21.1620.67
Bernzott Capital US Small Cap Value21.4820.66
Systematic SMID Cap Free Cash Flow21.3520.35
Reinhart Partners Genesis PMV20.4419.45
AllianzGI US Systematic Small Cap19.6619.10
Orchard Select Small Cap Value19.9818.81
Wakefield Small Cap Equity19.6018.09
Perritt MicroCap Opportunities19.1117.94
Systematic Small Cap Free Cash Flow19.0417.92
Small Blend5 year gross return5 year net return
Jacobs Levy Small Cap (S&P 600)18.2817.30
Wakefield Small Cap Equity17.5015.98
ZPR Fundamental Small Cap Value17.0515.68
Algert US Small Cap16.3915.37
The Capital Mgt Corp SMID16.0115.36
Jacobs Levy Small Cap (Russell 2000)16.1515.19
Wellington Small Cap Opportunities16.1915.15
Federated MDT Sm-Cap Core16.2815.14
Systematic Small Cap Free Cash Flow16.1415.04
Palisades Small Cap Core15.5614.85
Mid-Cap Blend1 year gross return1 year net return
Federated MDT Mid Cap Growth23.2122.20
Zacks Mid-Cap Core Strategy23.0522.15
Clark Navigator All Cap Core U.S. Equity22.3521.93
UBS: Global Sustainable Innovators23.0320.56
The Capital Mgt Corp All Cap Equity Comp18.9818.09
Leuthold Select Industries19.0617.89
Calvert U.S. Mid Cap Core Resp Index12.5817.76
WellsCap Select Equity18.7217.56
Scout Mid Cap Equity18.3617.45
The London Co Mid Cap17.3916.90
Mid-Cap Blend5 year gross return5 year net return
Clarkston Capital SMID Composite15.5614.97
Federated MDT Mid Cap Growth15.8714.83
Clark Navigator All Cap Core U.S. Equity15.2214.82
Triboro Socially Responsible All Cap14.4714.47
Zacks Mid-Cap Core Strategy15.2914.43
Boston Partners Mid-Cap Value Equity14.7414.35
PPCM Mid-Cap Eq Comp14.4413.87
Scout Mid Cap Equity14.7013.80
Leuthold Select Industries14.9113.78
Bahl & Gaynor - Small/Mid Cap Income Gr14.0313.74
Long/Short Equity1 year gross return1 year net return
Epoch Global Absolute Return20.4819.13
QMA US Core Equity Extended16.8016.05
Atlas 100/30 Long Short16.6515.55
BP Emerging Markets L/S Equity16.0914.31
PVG Dynamic Core ETF13.1612.01
Horizon Focused ETF with Risk Assist14.0311.98
WellsCap Analytic Global Long/Short Eq12.2911.56
Robinson Market Opportunity12.4611.49
Quantum Hedged Equity11.3310.40
Horizon Growth ETF with Risk Assist12.3610.35
Long/Short Equity5 year gross return5 year net return
QMA US Core Equity Extended16.1715.42
WellsCap Analytic Global Long/Short Eq10.6910.14
Confluence IDEA - Plus11.599.86
Atlas 100/30 Long Short10.269.32
Calamos Phineus Long/Short Composite10.629.09
Epoch Global Absolute Return8.807.47
Boston Partners Research Equity Comp8.306.97
Horizon Focused ETF with Risk Assist8.686.58
Astor Dynamic Allocation8.296.31
Glenmede Long Short7.305.98
Leveraged Net Long1 year gross return1 year net return
AQR Capital Global RC 40(140/40)21.9821.09
Lazard Global 130/3021.7520.72
MacKay Shields US Equity Opportunities17.3616.67
Martingale 130/30 LargeCap Growth17.2216.39
Chicago Equity Large Cap 130/3017.0316.34
WellsCap Analytic Core Eq Plus(Russ1000)16.0615.50
AQR Capital US Relaxed Constraint 4016.1415.46
Numeric Investors Amplified Core 130/3015.3414.43
Martingale 130/30 LargeCap Core 50014.8814.06
AJO Top Cap Absolute Value 130/3013.9713.54
World Stock1 year gross return1 year net return
Baillie Gifford Long Term Global Growth41.7540.77
Morgan Stanley Global Opportunity36.5235.25
Marsico Non-Taxable Global Growth36.3635.16
Jennison Global Equity Opportunities34.7733.76
DSM Global Growth Equity34.2333.15
John Hsu Capital Glbl Top-Down Eq32.0931.09
Sands Global Growth Eqty31.1630.08
DSM Global Focus Equity68.9428.02
Artisan Global Equity28.6727.42
Hardman Johnston Global Equity28.1427.27
Foreign Large Blend1 year gross return1 year net return
Acadian Non-U.S. All-Cap Equity Compst24.1823.27
Shelton International Select Equity24.4823.05
UBS: Global Equity Ex-US ACWI23.9222.93
WellsCap International Equity CEF23.9222.89
Acadian Non-U.S. Concentrated Eq Compst23.8722.78
Acadian Non-U.S. Equity Composite23.1622.25
HGK International Equity23.4122.25
UBS: Global Ex-US Sustainable Equity22.0121.06
UBS: Global Equity Ex-US20.9820.42
GlobeFlex ACWI Ex-U.S.20.8720.01
Foreign Large Growth5 year gross return5 year net return
Morgan Stanley International Opportunity19.6818.40
Morgan Stanley International Advantage15.4714.11
Wellington International Quality Growth14.0013.16
Baillie Gifford EAFE Plus Alpha Equities12.4011.73
Baron International Growth Strategy12.4611.47
Nuveen International Gr ADR comp12.5811.45
MFS® International Val Eq11.8411.00
Eagle Ridge International Quality11.3310.85
PNC Cap Adv International Growth Equity11.4110.56
WCM Inv Mgt Focused Growth Intl11.2010.47
Foreign Small/Mid Value1 year gross return1 year net return
Acadian Non-U.S. Small-Cap Equity Compst27.2526.31
ARGA International Small-Cap Strategy27.0125.52
The Boston International Small Cap Eq26.5525.44
GlobeFlex International Micro Cap Cmpst26.2725.20
AJO International Small Cap24.4924.03
Templeton Intl Sm Cap Eq24.7923.63
QMA International Small Cap Equity23.8622.84
LMCG Int'l Sm Cap Eq22.9921.87
Renaissance International Small Cap Eq21.0720.21
LSV Asset Mgt Intl Sm-Cap Val Eq21.1519.98
Latin America Stock1 year gross return1 year net return
Financial Trust Latin Value Momentum28.0726.48
Morgan Stanley Latin America Equity20.7320.31
T. Rowe Price Latin America Equity21.0520.03
Ashmore Latin America Small Cap Equity14.1012.42
Latin America Stock5 year gross return5 year net return
Financial Trust Latin Value Momentum12.1510.77
T. Rowe Price Latin America Equity0.36-0.50
Morgan Stanley Latin America Equity-1.68-2.03
Ashmore Latin America Small Cap Equity-3.31-4.82
Europe Stock5 year gross return5 year net return
Boston Company Euroland Small Cap Equity16.6015.52
T. Rowe Price Europe Smaller Comp Equity16.0315.17
Numeric Investors Europe Core13.8313.02
Acadian European Equity Composite12.0911.26
Baillie Gifford Europe ex-UK Equities11.4010.70
Intech European Large Cap Core10.269.70
T. Rowe Price Europe ex-UK Equity10.189.64
Wellington Strategic European Equity10.349.52
Brandes European Equity9.278.61
PGI European Equity9.068.54
Japan Stock1 year gross return1 year net return
DaiwaSB Japan EqSmall Cap Absolute Value39.5338.58
Burgundy Asian (All Cap) Composite35.2633.94
Baillie Gifford Japan Growth31.7731.00
Baillie Gifford Japanese All Cap31.7430.88
DaiwaSB Japan Eq MidSm Cap GARP30.6329.74
T. Rowe Price Japan Equity28.6327.95
DaiwaSB Japan Eq Small Cap GARP26.4325.56
FIAM Japan Growth25.6724.69
Dalton Japan Long Only Composite25.3624.32
Lazard Japanese Equity24.5424.13
Japan Stock5 year gross return5 year net return
DaiwaSB Japan EqSmall Cap Absolute Value24.2423.39
DaiwaSB Japan Eq MidSm Cap GARP18.9418.12
DaiwaSB Japan Eq Small Cap GARP16.5115.73
Burgundy Asian (All Cap) Composite16.4015.25
Baillie Gifford Japanese All Cap15.7214.97
Dalton Japan Long Only Composite16.0814.95
T. Rowe Price Japan Equity14.4113.78
Usonian Japan Value14.9113.57
Baillie Gifford Japan Growth14.0613.35
Brandes Japan Equity13.6612.76
Diversified Pacific/Asia1 year gross return1 year net return
ARI Asia Pacific41.0141.01
Sit Inv Pac Basin27.4826.36
WellsCap SF Global Asia Pacific Equity26.4025.41
ZPR All Asian23.7622.28
Financial Trust Asia ValueMomentum23.0721.55
Accuvest Asian Advantage19.6418.79
Asia Pacific inc Japan Equity19.2518.05
Horizon Asia Institutional17.8416.67
Templeton Asia Pacific Eq16.1915.49
Dalton Asia Pacific Long Only Composite13.3412.38
Diversified Pacific/Asia5 year gross return5 year net return
Financial Trust Asia ValueMomentum17.1215.68
ARI Asia Pacific14.1814.18
Dalton Asia Pacific Long Only Composite11.4310.08
WellsCap SF Global Asia Pacific Equity9.798.92
Sit Inv Pac Basin9.458.47
SSgA Asia Pacific Value Spotlight8.918.27
Accuvest Asian Advantage7.066.56
Asia Pacific inc Japan Equity7.336.26
Horizon Asia Institutional7.176.10
ZPR All Asian6.975.63
Diversified Emerging Mkts1 year gross return1 year net return
Van Eck Emerging Markets Equ Comp.36.4635.52
Macquarie Emerging Markets Opportunities36.5835.15
FIIG Emerging Markets Small Cap35.2234.98
Ashmore EM Frontier Africa Equity38.4934.57
FIIG Frontier Markets35.1434.56
Barings Global Emerging Markets Equity35.2534.24
American Century Emerging Markets35.1834.04
McKinley Capital Emerging Markets Growth33.9633.87
WCM Inv Mgt Emerging Markets34.1633.64
Martin Currie Global Emerging Markets34.1833.50
Intermediate Government1 year gross return1 year net return
Semper Active Mortgage-Backed Securities3.933.56
Great Lakes Core Government Only1.141.05
DBF Intermediate Duration Govt/Agency1.100.85
DBF Interm Mortgage-Backed Securities1.010.76
M.D. Sass Core Fix-Inc1.050.75
MFS US Government Fixed Income1.070.74
Chicago Equity Core Fix-Inc0.850.60
Smith Breeden Mortgage Index Plus0.950.59
Northern Trust Government Index0.500.35
CCM Fixed Income Portfolio0.840.34
Intermediate Government5 year gross return5 year net return
Semper Active Mortgage-Backed Securities4.484.05
Smith Breeden Mortgage Index Plus2.021.67
M.D. Sass Core Fix-Inc1.741.46
TCW Index Plus MBS1.681.46
Great Lakes Core Government Only1.411.31
MFS US Government Fixed Income1.591.30
Ryan Labs LDI Interm Duration 3-51.531.16
Chicago Equity Core Fix-Inc1.391.14
Amalgamated Bank Intermediate Duration1.331.08
Northern Trust Government Index1.151.00
Intermediate-Term Bond1 year gross return1 year net return
Herzfeld Taxable Closed-End Bond10.9610.13
Flaherty & Crumrine Separate Mgd Account7.026.50
Spectrum Preferred Securities5.945.70
RSA Unconstrained Bond Strategy5.464.93
BCM Decathlon Conservative Aspect(Pro1)7.364.57
PIMCO Diversified Income5.094.38
Piedmont Inv Advisors Yld Advantage Agg1.684.32
Logan Circle Multi-Sector Fixed Income4.534.12
ClearArc Capital Strategic Income Plus4.494.02
BBH Core Fixed Income4.274.01
Short-Term Bond5 year gross return5 year net return
Manulife AM Strategic Fixed Income Opp4.003.58
Post Limited Term High Yield Comp4.143.46
Frost Intermediate Taxable Composite3.543.10
Crossmark Income Opportunities3.203.00
Newfleet Multi-Sector Short Dur Cpst3.042.55
Manulife AM US Strategic Fixed Income2.892.47
TCW Strategic Income4.242.31
Advisors Capital Mgt Fixed Income3.012.29
Lord Abbett Short Duration Credit2.472.23
Dodge & Cox Intermediate FI Composite2.512.18
Ultrashort Bond1 year gross return1 year net return
TCW Alpha Trak13.6012.52
FIAM Leveraged Loan Composite4.914.38
Federated Trade Finance Fixed Inc Comp3.002.11
PIMCO Short Term2.512.09
Pioneer Multi-Asset Ultrashort Income2.282.03
Western Asset Mgt US Enhanced Cash2.232.03
Federated Active Cash Broad FI Composite1.981.78
Seix Ultra Short1.911.73
Merganser Floating Rate Bond1.851.66
BNP Paribas Mortgage Alpha2.141.63
Ultrashort Bond5 year gross return5 year net return
TCW Alpha Trak15.2314.59
FIAM Leveraged Loan Composite4.443.92
BNP Paribas Mortgage Alpha3.653.14
Federated Trade Finance Fixed Inc Comp2.892.00
Pioneer Multi-Asset Ultrashort Income1.871.61
PIMCO Short Term1.981.57
Western Asset Mgt US Enhanced Cash1.461.28
Federated Active Cash Broad FI Composite1.421.15
Seix Ultra Short1.231.02
Payden & Rygel Enhanced Cash Long1.140.96
Ultrashort Bond1 year gross return1 year net return
TCW Alpha Trak13.6012.52
FIAM Leveraged Loan Composite4.914.38
Federated Trade Finance Fixed Inc Comp3.002.11
PIMCO Short Term2.512.09
Pioneer Multi-Asset Ultrashort Income2.282.03
Western Asset Mgt US Enhanced Cash2.232.03
Federated Active Cash Broad FI Composite1.981.78
Seix Ultra Short1.911.73
Merganser Floating Rate Bond1.851.66
BNP Paribas Mortgage Alpha2.141.63
Inflation-Protected Bond5 year gross return5 year net return
BNP Paribas GlobalInflationLinked Bonds2.972.71
Standish Global TIPS1.931.86
Franklin U.S. TIPS Composite0.430.29
NB U.S.Treasury Inflation Protection0.210.20
Standish US TIPS Barclays0.160.09
PIMCO Real Ret Asset Long Duration0.610.08
BBH U.S. TIPS0.220.07
Northern Trust TIPS0.120.02
IR+M TIPS0.100.00
Wellington TIPS0.14-0.01
Stable Value1 year gross return1 year net return
PIMCO Stable Value (BV)3.042.83
Standish Stable Value2.182.07
Putnam Stable Value Composite2.272.03
Invesco Stable Value2.181.98
JPMorgan US FI Stable Value (NY)1.951.95
Galliard Stable Value Composite2.121.72
Stable Value5 year gross return5 year net return
PIMCO Stable Value (BV)3.152.93
Standish Stable Value2.202.10
Invesco Stable Value2.061.85
Putnam Stable Value Composite2.041.79
JPMorgan US FI Stable Value (NY)1.821.74
Galliard Stable Value Composite1.981.57
Emerging Markets Bond5 year gross return5 year net return
Global Evolution Frontier Markets8.327.25
Prudential Fixed Inc Emerging Mkts Debt6.285.69
GMO Emerging Country Debt Strategy6.395.61
DCM Emerging Markets Debt6.115.47
Stone Harbor EMD Total Return6.015.16
Global Evolution EM Debt6.155.10
FIAM Emerging Market Debt Composite5.504.82
Macquarie Emerging Markets Debt5.294.78
TIAA-CREF Emerging Markets Debt5.364.69
Investec Emerging Market Corporate Debt5.404.67
World Allocation1 year gross return1 year net return
Innealta Global All Asset Opp Growth17.9516.04
Taxable Frontier Asset Mgmt Focused Opp15.9015.33
PIMCO StocksPLUS International Unhedged15.6415.11
Innealta ETF Country Rotation15.5014.60
PIMCO StocksPLUS Absolute Return15.2314.53
Morgan Stanley Glbl Tactical Asset Alloc14.8214.52
Frontier Asset Mgmt Focused Opp14.7714.21
THG Balanced Aggressive14.7313.89
PIMCO StocksPlus14.3313.87
ICON - SBI Global Moderate15.3213.86
World Allocation5 year gross return5 year net return
PIMCO StocksPlus13.7713.31
PIMCO StocksPLUS Absolute Return13.9313.28
PIMCO RAE Fundamental PLUS12.7111.82
Morgan Stanley Glbl Tactical Asset Alloc9.469.16
ICON - SBI Global Moderate9.498.56
LMCG Global Multicap with ETF9.918.42
CKW Opportunistic Global Balanced8.907.97
THG Balanced Aggressive8.637.80
CLS AdvisorOne Risk Budget 85 Mod Aggr7.347.34
NorthCoast Tactical Growth8.227.29
Moderate Allocation1 year gross return1 year net return
Dorsey Wright Sys Reltv Strength Bal19.3118.18
MCA Balanced Portfolios18.9018.13
Congress Asset Mgt Balanced14.9414.28
Janus Henderson Balanced14.3513.81
FEG Equity Portfolio14.7113.71
Lazard Cap Alloc -Gbl Div 75/25 (TE)13.6613.66
WJA Equity Oriented (Balanced) Composite13.8113.06
Horizon Hybrid Focused with Risk Assist13.1312.97
Leuthold Core Investments13.7412.73
Taxable Frontier Asset Mgmt G&I13.1312.57
Moderate Allocation5 year gross return5 year net return
Johnson Institutional Mgt Enhanced Index13.3713.05
MCA Balanced Portfolios12.3511.56
Dorsey Wright Sys Reltv Strength Bal11.6710.46
Dodge & Cox Balanced Composite10.129.94
UBS: U.S. Balanced Portfolio9.989.28
Sit Inv Balanced9.939.11
Janus Henderson Balanced9.609.07
Advisors Capital Mgt Balanced10.479.06
Congress Asset Mgt Balanced9.658.95
CCM Core Balanced9.658.83
Target Date 2011-20151 year gross return1 year net return
Sage Target Date 2015 Fund5.635.21
Target Date 2011-20155 year gross return5 year net return
Sage Target Date 2015 Fund4.464.06
Target Date 2021-20251 year gross return1 year net return
Sage Target Date 2025 Fund7.897.47
Target Date 2021-20255 year gross return5 year net return
Sage Target Date 2025 Fund5.985.57
Target Date 2031-20351 year gross return1 year net return
Sage Target Date 2035 Fund11.0810.64
Target Date 2031-20355 year gross return5 year net return
Sage Target Date 2035 Fund7.376.95
Target Date 2041-20451 year gross return1 year net return
Sage Target Date 2045 Fund12.8912.45
Target Date 2041-20455 year gross return5 year net return
Sage Target Date 2045 Fund8.157.72
Retirement Income1 year gross return1 year net return
HW Dividend Income10.339.46
Horizon Hybrid Real Spend 78.938.77
Horizon Hybrid Real Spend 68.368.20
Nuveen-Sector Dividend Preferred8.417.88
Horizon Real Spend 79.207.78
Horizon Hybrid Real Spend 57.747.59
Horizon Real Spend 68.767.35
Horizon Real Spend 58.396.98
Horizon Hybrid Real Spend 47.056.90
PIMCO Retirement Income Model-Mod Gr6.826.82
Retirement Income5 year gross return5 year net return
HW Dividend Income10.049.17
Nuveen-Sector Dividend Preferred7.186.25
Beacon Dividend Income Composite6.995.57
Horizon Real Spend 77.505.56
Horizon Real Spend 57.175.24
Horizon Real Spend 47.055.12
Horizon Real Spend 66.854.92
Texas Retirement Income Strategy6.104.49
Morningstar Ret Inc Long-Range - TDA5.183.85
Morningstar Ret Inc Long-Range - BNY5.153.58