INTERACTIVE

Top performing managers by category: separate accounts, 2nd Quarter 2018

Large Blend1 year gross return1 year net return
361 Large Cap Tax Aware Equity23.7622.65
361 Large Cap Concentrated Equity23.1322.44
361 Large Cap Concentrated Equity – Wrap23.5322.17
Wakefield Biblically Responsible Equity21.9821.05
Wright Large Cap Core Equity21.3720.86
Invesco (IVZ) US Quantitative Growth21.2920.58
ClearArc Capital Dividend Growth20.9920.40
Matarin Large Cap Core20.5419.93
Fisher US Total Return19.6419.33
Calvert US Lg Cap Core Responsible strgy13.0819.14
Large Blend5 year gross return5 year net return
Mellon Capital Dynamic U.S. Equity Comp16.6516.09
Jacobs Levy Large Cap (S&P 500)15.7815.23
Jacobs Levy Core Equity (Russell 3000)15.6815.13
Wright Large Cap Core Equity15.6315.10
NB Nackenson SMA Strategy14.7914.79
Fisher US Total Return15.0614.73
TCW Alpha Trak15.3514.66
Nuveen Large Cap Select15.3214.64
Piedmont Inv Advisors Market Plus14.8014.61
Calvert US Lg Cap Core Responsible strgy13.5714.61
Mid-Cap Blend5 year gross return5 year net return
Zacks Mid-Cap Core Strategy15.4014.55
Bahl & Gaynor - Small/Mid Cap Income Gr14.5514.24
Chartwell Mid-Cap Value14.7313.83
EARNEST Mid Cap Value14.9513.79
EARNEST Md-Cap14.8913.74
QMA US Mid Cap Core Equity14.3013.68
Scout Mid Cap Equity14.5613.67
Shapiro Capital Mgt Enh Small Cap Value15.0913.66
PPCM Mid-Cap Eq Comp14.0813.52
Triboro Socially Responsible All Cap13.4613.46
Small Blend1 year gross return1 year net return
Tieton Small Cap Value32.8431.79
Quantum Micro Cap29.7227.83
Private Capital Management Value Focus27.7726.32
Jacobs Levy Small Cap (S&P 600)26.6825.65
Piedmont Optimized SMid Core26.0925.61
Fuller & Thaler Small-Cap Core25.4324.60
Reinhart Partners Genesis PMV25.1024.09
Algert US Small Cap25.1424.04
PGI U.S. Small-Cap Select Equity24.4323.55
Bernzott Capital US Small Cap Value24.3023.46
Small Blend5 year gross return5 year net return
Jacobs Levy Small Cap (S&P 600)19.2818.30
Wakefield Small Cap Equity18.2016.66
The Capital Mgt Corp SMID16.7516.08
Algert US Small Cap16.8715.84
Jacobs Levy Small Cap (Russell 2000)16.8115.84
361 U.S. Small Cap Equity16.8715.83
Fuller & Thaler Small-Cap Core16.4815.67
Wellington Small Cap Opportunities16.2015.16
Ativo Small Cap16.2115.01
BMO Disciplined Small-Cap Core15.9714.96
Large Growth1 year gross return1 year net return
MRM All Domestic Equity38.6836.87
Morgan Stanley (MS) Growth35.2634.32
Sands Select Growth Equity34.8534.26
Zevenbergen Growth Equity34.5234.07
Crow Point Disciplined Large Cap Growth34.9633.99
Jennison Focused Large Cap Growth Equity34.4733.86
LEIA CBI33.7033.70
Elemental Capital Focused Growth35.0133.10
William Blair Large Cap Growth32.2331.37
Baron Large Cap Growth Strategy30.6229.80
Large Growth5 year gross return5 year net return
LEIA CBI24.4124.41
Morgan Stanley Growth22.3521.45
Peregrine Capital Mgt Large Cap Growth20.6520.12
Edgewood Mgt Lg-Cap Gr21.0120.00
T. Rowe Price US Large-Cap Growth Equity20.0519.46
Cognios Quantitative Large Cap Growth19.9319.33
T. Rowe Price US Large-Cap Core Grwth Eq19.5418.95
Baron Large Cap Growth Strategy19.6218.77
Jennison Large Cap Growth Eq18.9418.65
Morgan Stanley Advantage19.3118.51
Mid-Cap Growth1 year gross return1 year net return
Advisory Research U.S. Mid Cap Growth42.3941.32
Kayne Anderson Rudnick Mid Sustain Gr36.4835.51
Morgan Stanley Mid-Cap Growth Strategy35.1334.05
Baron High Growth Strategy33.2431.97
VCM Growth Equity33.0331.95
AB US SMID Cap Growth33.1131.87
Stephens SMID Select Growth32.2031.84
Cognios Quantitative All Cap Growth30.9130.32
Night Owl All Cap31.4829.99
The Boston Small/Mid Cap Growth30.7229.57
Large Value1 year gross return1 year net return
RCM Focus 1025.9024.64
RCM Focus 2023.7922.67
PVG U.S. Value20.9320.03
O'Shaughnessy Market Leaders Core20.4319.91
Invesco US Quantitative Core19.9519.30
OFI Global Revenue Weighted Dividend19.5819.25
Avalon U.S. Value Equity17.2017.53
Ziegler Cap Large Cap Core18.0817.38
Dividend Appreciation Strategy18.1217.29
Hillman Capital Mgt Focused Advantage Eq17.7616.84
Large Value5 year gross return5 year net return
Goldman Sachs Enhanced Large-Cap15.2414.90
Alpha Quant Value Equity16.1214.86
O'Shaughnessy Market Leaders Core14.4613.82
AJO Top Cap13.9713.70
WEDGE Large Cap Value14.1713.34
Queens Oak Concentrated Large Cap Value14.2713.31
AJO Large Cap13.3313.06
Martingale LargeCap Core 50013.6413.06
Convergence Unbiased Enhanced Index13.1812.99
Levin Cap Concntrtd Eq Lng Only Taxable13.9812.86
Mid-Cap Value1 year gross return1 year net return
DOMO Concentrated All Cap Value39.5236.98
MAP US Multi-Cap Value Composite20.1118.94
Financial Trust Discplnd Dividend Income18.4417.00
Smith Graham Mid-Cap Value16.8215.96
Clifford Capital All-Cap Value16.0815.75
Hotchkis & Wiley - Md-Cap Val15.4614.69
Cornerstone Deep Value15.3714.52
Keeley Inst. Mid Cap Dividend Value15.0414.24
Systematic Financial Mgt Select Value15.0214.20
Levin Capital Mid-cap15.2214.09
Mid-Cap Value5 year gross return5 year net return
DOMO Concentrated All Cap Value25.3223.35
Smith Graham Mid-Cap Value16.3915.53
Clifford Capital All-Cap Value14.9814.27
Martingale MidCap Core14.7914.01
MAP US Multi-Cap Value Composite15.0213.90
Smith Graham SMID (Small/Mid) Cap Value14.7313.89
Sycamore Mid Cap Value Comp14.7313.88
Donald Smith & Co. Lg-Cap Cncntrd Val Eq13.7813.23
AJO Large Cap - Dynamic 115/1513.4613.20
Nuveen Mid Cap Value Equity13.7012.86
Small Value1 year gross return1 year net return
Brandywine Institutional Small Cap Value41.6940.32
Brandywine Small Mid Cap Val Eq40.7339.51
O'Shaughnessy Micro Cap24.2523.01
Bridgeway Small Cap Value22.1221.41
DePrince, Race & Zollo, Micro Cap Val21.7520.61
AJO Small Cap20.7320.24
BirdRock Small Cap Value20.8719.81
Pacific Ridge Capital Ptnrs Micro Cp Val21.2519.48
DGHM Micro Cap20.7719.35
Schneider Capital Mgt Sm-Cap Val20.1818.76
Small Value5 year gross return5 year net return
Pacific Ridge Capital Ptnrs Micro Cp Val19.2417.37
O'Shaughnessy Micro Cap18.0316.82
DGHM Micro Cap17.2815.89
Hotchkis & Wiley -Small Cap Divsfd Value15.7514.91
Brandywine Small Mid Cap Val Eq15.0314.02
Pzena Small Cap Focused Value15.0113.85
BMO Disciplined SCV Composite14.7913.78
Meritage Small Cap Value Equity14.7613.77
Sycamore Small Cap Value Comp14.8513.73
Foundry Partners Micro Cap Value14.7513.67
Bear Market1 year gross return1 year net return
Triboro Alternative0.690.69
Bear Market5 year gross return5 year net return
Triboro Alternative0.000.00
Financial1 year gross return1 year net return
ZPR Volume Winners17.0115.32
ZPR Volume Value13.0311.24
McKinley Capital Business Development Co0.52-0.56
Confluence BDC-Wrap-2.38-3.72
Financial5 year gross return5 year net return
ZPR Volume Value22.5720.60
ZPR Volume Winners20.8018.88
Confluence BDC-Wrap4.933.55
McKinley Capital Business Development Co0.000.00
Health1 year gross return1 year net return
Janus Henderson Gbl Life Sciences ADR MA8.695.55
Financial Trust Health Value4.893.60
Health5 year gross return5 year net return
Financial Trust Health Value14.5513.14
Janus Henderson Gbl Life Sciences ADR MA14.4811.16
Equity Precious Metals1 year gross return1 year net return
WellsCap Precious Metals-3.07-3.99
GAMCO Gold-8.74-9.49
Equity Precious Metals5 year gross return5 year net return
GAMCO Gold2.801.81
WellsCap Precious Metals0.72-0.24
Real Estate1 year gross return1 year net return
Ranger Global Real Estate11.7710.88
CBRE Clarion International Real Estate10.369.45
Anchor REIT8.728.20
PGI Real Estate Equity Securities7.096.51
Duff & Phelps US REIT6.525.89
CenterSquare REIT Separate Account5.865.42
Invesco US REITs5.915.13
Neuberger Berman REIT5.895.11
Chilton Capital REIT5.634.69
Cohen & Steers US Realty Total Return5.484.63
Real Estate5 year gross return5 year net return
Cohen & Steers US Realty Focus13.2612.29
Heitman US Focused RE Securities11.0010.27
Heitman US RE Securities10.6310.12
PGI Real Estate Equity Securities10.599.99
Anchor REIT10.069.48
CenterSquare REIT Separate Account10.009.46
Chilton Capital REIT10.339.38
Wellington Real Estate Securities9.989.17
Cohen & Steers US Realty Total Return9.878.96
Adelante Core Plus Strategy Composite9.558.79
Technology1 year gross return1 year net return
QID U.S. Titans Equity Strategy53.9453.94
Zevenbergen Genea Growth48.7047.39
AllianzGI Global Technology Equity40.1338.79
Wellington Global Technology26.9926.06
Wellington Global Technology Opps21.9120.99
Oak Associates Technology Portfolio22.3320.52
Princeton Young Enterprise Shares (YES)-5.57-6.07
Technology5 year gross return5 year net return
Zevenbergen Genea Growth27.8526.71
AllianzGI Global Technology Equity23.0821.98
Wellington Global Technology Opps22.3421.43
Wellington Global Technology21.9221.02
Oak Associates Technology Portfolio19.1318.25
Princeton Young Enterprise Shares (YES)6.415.24
QID U.S. Titans Equity Strategy0.000.00
Utilities1 year gross return1 year net return
Wellington Enduring Assets5.664.88
Miller/Howard – Utilities Plus5.854.80
Utilities5 year gross return5 year net return
Miller/Howard – Utilities Plus11.0910.00
Wellington Enduring Assets8.918.04
Aggressive Allocation1 year gross return1 year net return
Morningstar ETF Strategic Mod Growth18.1818.18
NorthCoast CAN SLIM Investment Program17.9216.34
Atalanta Sosnoff Balanced14.3413.79
Marsico Non-Taxable Flexible Capital15.2513.58
Congress Asset Mgt Multi-Cap Balanced13.7113.31
Horizon Hybrid Focused12.8812.88
Calamos US Opportunities Composite12.5011.75
CW Frontier Asset Mgmt Global Opp12.1111.56
ASAP Conservative Growth Strategy11.5211.26
Horizon Hybrid Growth10.9210.92
Aggressive Allocation5 year gross return5 year net return
Morningstar ETF Strategic Mod Growth10.3410.34
Calamos US Opportunities Composite10.8510.11
Atalanta Sosnoff Balanced10.7810.02
NorthCoast Growth11.049.82
CLS American Funds Agg Growth 8510.029.75
Marsico Non-Taxable Flexible Capital11.209.66
Eads & Heald Wealth Counsel Bal10.549.62
Kensington Income Equity9.559.55
ASAP Conservative Growth Strategy9.769.50
NorthCoast CAN SLIM Investment Program10.979.49
Bank Loan1 year gross return1 year net return
DDJ Bank Loan Strategy8.447.86
Octagon Senior Secured Credit7.136.41
Loomis Sayles Sr Floating Rate and FI5.665.14
Columbia Bank Loan Strategy5.725.05
Eaton Vance (EV) Mgt Senior Secured Floating5.354.87
MacKay Hi Yld Floating Rate Composite5.384.72
PGIM Fixed Inc US Sr Sec Loans Composite5.204.62
OFI Global Senior Loans5.084.57
PGI Bank Loans4.964.44
Ares Institutional Loan Fund L.P.5.224.43
Small Value1 year gross return1 year net return
Brandywine Institutional Small Cap Value41.6940.32
Brandywine Small Mid Cap Val Eq40.7339.51
O'Shaughnessy Micro Cap24.2523.01
Bridgeway Small Cap Value22.1221.41
DePrince, Race & Zollo, Micro Cap Val21.7520.61
AJO Small Cap20.7320.24
BirdRock Small Cap Value20.8719.81
Pacific Ridge Capital Ptnrs Micro Cp Val21.2519.48
DGHM Micro Cap20.7719.35
Schneider Capital Mgt Sm-Cap Val20.1818.76
Small Value5 year gross return5 year net return
Pacific Ridge Capital Ptnrs Micro Cp Val19.2417.37
O'Shaughnessy Micro Cap18.0316.82
DGHM Micro Cap17.2815.89
Hotchkis & Wiley -Small Cap Divsfd Value15.7514.91
Brandywine Small Mid Cap Val Eq15.0314.02
Pzena Small Cap Focused Value15.0113.85
BMO Disciplined SCV Composite14.7913.78
Meritage Small Cap Value Equity14.7613.77
Sycamore Small Cap Value Comp14.8513.73
Foundry Partners Micro Cap Value14.7513.67
Mid-Cap Value1 year gross return1 year net return
DOMO Concentrated All Cap Value39.5236.98
MAP US Multi-Cap Value Composite20.1118.94
Financial Trust Discplnd Dividend Income18.4417.00
Smith Graham Mid-Cap Value16.8215.96
Clifford Capital All-Cap Value16.0815.75
Hotchkis & Wiley - Md-Cap Val15.4614.69
Cornerstone Deep Value15.3714.52
Keeley Inst. Mid Cap Dividend Value15.0414.24
Systematic Financial Mgt Select Value15.0214.20
Levin Capital Mid-cap15.2214.09
Mid-Cap Value5 year gross return5 year net return
DOMO Concentrated All Cap Value25.3223.35
Smith Graham Mid-Cap Value16.3915.53
Clifford Capital All-Cap Value14.9814.27
Martingale MidCap Core14.7914.01
MAP US Multi-Cap Value Composite15.0213.90
Smith Graham SMID (Small/Mid) Cap Value14.7313.89
Sycamore Mid Cap Value Comp14.7313.88
Donald Smith & Co. Lg-Cap Cncntrd Val Eq13.7813.23
AJO Large Cap - Dynamic 115/1513.4613.20
Nuveen Mid Cap Value Equity13.7012.86
Large Value1 year gross return1 year net return
RCM Focus 1025.9024.64
RCM Focus 2023.7922.67
PVG U.S. Value20.9320.03
O'Shaughnessy Market Leaders Core20.4319.91
Invesco US Quantitative Core19.9519.30
OFI Global Revenue Weighted Dividend19.5819.25
Avalon U.S. Value Equity17.2017.53
Ziegler Cap Large Cap Core18.0817.38
Dividend Appreciation Strategy18.1217.29
Hillman Capital Mgt Focused Advantage Eq17.7616.84
Large Value5 year gross return5 year net return
Goldman Sachs Enhanced Large-Cap15.2414.90
Alpha Quant Value Equity16.1214.86
O'Shaughnessy Market Leaders Core14.4613.82
AJO Top Cap13.9713.70
WEDGE Large Cap Value14.1713.34
Queens Oak Concentrated Large Cap Value14.2713.31
AJO Large Cap13.3313.06
Martingale LargeCap Core 50013.6413.06
Convergence Unbiased Enhanced Index13.1812.99
Levin Cap Concntrtd Eq Lng Only Taxable13.9812.86
Mid-Cap Growth1 year gross return1 year net return
Advisory Research U.S. Mid Cap Growth42.3941.32
Kayne Anderson Rudnick Mid Sustain Gr36.4835.51
Morgan Stanley Mid-Cap Growth Strategy35.1334.05
Baron High Growth Strategy33.2431.97
VCM Growth Equity33.0331.95
AB US SMID Cap Growth33.1131.87
Stephens SMID Select Growth32.2031.84
Cognios Quantitative All Cap Growth30.9130.32
Night Owl All Cap31.4829.99
The Boston Small/Mid Cap Growth30.7229.57
Large Growth1 year gross return1 year net return
MRM All Domestic Equity38.6836.87
Morgan Stanley Growth35.2634.32
Sands Select Growth Equity34.8534.26
Zevenbergen Growth Equity34.5234.07
Crow Point Disciplined Large Cap Growth34.9633.99
Jennison Focused Large Cap Growth Equity34.4733.86
LEIA CBI33.7033.70
Elemental Capital Focused Growth35.0133.10
William Blair Large Cap Growth32.2331.37
Baron Large Cap Growth Strategy30.6229.80
Large Growth5 year gross return5 year net return
LEIA CBI24.4124.41
Morgan Stanley Growth22.3521.45
Peregrine Capital Mgt Large Cap Growth20.6520.12
Edgewood Mgt Lg-Cap Gr21.0120.00
T. Rowe Price US Large-Cap Growth Equity20.0519.46
Cognios Quantitative Large Cap Growth19.9319.33
T. Rowe Price US Large-Cap Core Grwth Eq19.5418.95
Baron Large Cap Growth Strategy19.6218.77
Jennison Large Cap Growth Eq18.9418.65
Morgan Stanley Advantage19.3118.51
Small Blend1 year gross return1 year net return
Tieton Small Cap Value32.8431.79
Quantum Micro Cap29.7227.83
Private Capital Management Value Focus27.7726.32
Jacobs Levy Small Cap (S&P 600)26.6825.65
Piedmont Optimized SMid Core26.0925.61
Fuller & Thaler Small-Cap Core25.4324.60
Reinhart Partners Genesis PMV25.1024.09
Algert US Small Cap25.1424.04
PGI U.S. Small-Cap Select Equity24.4323.55
Bernzott Capital US Small Cap Value24.3023.46
Small Blend5 year gross return5 year net return
Jacobs Levy Small Cap (S&P 600)19.2818.30
Wakefield Small Cap Equity18.2016.66
The Capital Mgt Corp SMID16.7516.08
Algert US Small Cap16.8715.84
Jacobs Levy Small Cap (Russell 2000)16.8115.84
361 U.S. Small Cap Equity16.8715.83
Fuller & Thaler Small-Cap Core16.4815.67
Wellington Small Cap Opportunities16.2015.16
Ativo Small Cap16.2115.01
BMO Disciplined Small-Cap Core15.9714.96
Mid-Cap Blend5 year gross return5 year net return
Zacks Mid-Cap Core Strategy15.4014.55
Bahl & Gaynor - Small/Mid Cap Income Gr14.5514.24
Chartwell Mid-Cap Value14.7313.83
EARNEST Mid Cap Value14.9513.79
EARNEST Md-Cap14.8913.74
QMA US Mid Cap Core Equity14.3013.68
Scout Mid Cap Equity14.5613.67
Shapiro Capital Mgt Enh Small Cap Value15.0913.66
PPCM Mid-Cap Eq Comp14.0813.52
Triboro Socially Responsible All Cap13.4613.46
Large Blend5 year gross return5 year net return
Mellon Capital Dynamic U.S. Equity Comp16.6516.09
Jacobs Levy Large Cap (S&P 500)15.7815.23
Jacobs Levy Core Equity (Russell 3000)15.6815.13
Wright Large Cap Core Equity15.6315.10
NB Nackenson SMA Strategy14.7914.79
Fisher US Total Return15.0614.73
TCW Alpha Trak15.3514.66
Nuveen Large Cap Select15.3214.64
Piedmont Inv Advisors Market Plus14.8014.61
Calvert US Lg Cap Core Responsible strgy13.5714.61
Leveraged Net Long1 year gross return1 year net return
MacKay Shields US Equity Opportunities18.5017.81
Constantia Small Cap 130/3018.4117.47
Martingale 130/30 LargeCap Growth17.9317.12
Large Cap Core 130/3014.6415.21
PVG Global Macro Portfolio15.4414.10
Constantia Large Cap 130/3014.2413.56
Martingale 130/30 LargeCap Core 50013.5412.76
AJO Top Cap Absolute Value 130/3012.5512.09
AJO Large Cap - Absolute Value 130/3012.4312.02
AQR Capital Global RC 40(140/40)12.8412.00
Foreign Large Blend1 year gross return1 year net return
McKinley Capital Non-U.S. Developed Gr13.0612.73
Acadian Non-U.S. Equity Composite12.4811.65
Acadian Non-U.S. All-Cap Equity Compst11.9811.15
Affinity International Equity11.4110.62
Acadian Non-U.S. Concentrated Eq Compst11.6110.62
Calvert International Equity Strategy6.9510.51
Schroders International Equity11.1210.29
WellsCap International Equity CEF11.2210.29
HGK International Equity11.3410.28
McKinley Capital Non-U.S. Core Growth10.4310.08
Foreign Large Growth1 year gross return1 year net return
Morgan Stanley International Opportunity29.3128.06
Jennison Intl Eq Opportunities Cmpst28.3027.73
Baillie Gifford EAFE Plus Alpha Equities24.8524.10
Morgan Stanley International Advantage24.8223.48
ARI EAFE22.3822.38
Franklin EAFE Plus Equity22.3921.78
Guardian Capital Fundamental Global22.7221.77
Sierra Franklin EAFE Plus Equity22.3021.46
John Hsu Capital Intl Top-Down Eq21.3620.85
Axiom International Equity Strategy20.7919.79
Latin America Stock1 year gross return1 year net return
Ashmore Latin America Small Cap Equity-1.88-3.35
Morgan Stanley Latin America Equity-5.51-6.00
Latin America Stock5 year gross return5 year net return
Morgan Stanley Latin America Equity-3.15-3.53
Ashmore Latin America Small Cap Equity-3.15-4.67
Japan Stock5 year gross return5 year net return
DaiwaSB Japan EqSmall Cap Absolute Value22.8722.03
DaiwaSB Japan Eq MidSm Cap GARP17.0716.26
Burgundy Asian (All Cap) Composite16.2015.05
DaiwaSB Japan Eq Small Cap GARP15.4314.66
Burgundy Focus Asian Composite15.3714.47
Dalton Japan Long Only Composite15.1513.99
Usonian Japan Value13.7812.46
Baillie Gifford Japanese All Cap13.0812.35
Baillie Gifford Japan Growth11.8511.16
Brandes Japan Equity12.0311.12
Pacific/Asia ex-Japan Stk5 year gross return5 year net return
Investec 4Factor Asia Pacific ex Jap Eq11.5510.84
Baillie Gifford Asia ex Japan Equities11.5110.76
Brandes Asia Pacific ex-Japan Equity10.809.72
FIIG Asia ex-Japan Equity10.859.63
Morgan Stanley Asia Equity7.567.30
PGI Asia ex-Japan Equity7.837.16
Morgan Stanley Asia Pacific Equity7.386.56
Morgan Stanley Asia Opportunity0.000.00
Lazard Emg Markets Eq Blend Asia ADR0.000.00
Diversified Pacific/Asia1 year gross return1 year net return
ARI Asia Pacific26.9326.93
Sit Inv Pac Basin16.2615.23
WellsCap SF Global Asia Pacific Equity11.7510.87
Dalton Asia Pacific Long Only Composite4.023.39
Diversified Pacific/Asia5 year gross return5 year net return
ARI Asia Pacific14.9614.96
Dalton Asia Pacific Long Only Composite10.349.10
WellsCap SF Global Asia Pacific Equity9.218.35
Sit Inv Pac Basin9.228.25
Diversified Emerging Mkts1 year gross return1 year net return
Trilogy Emerging Markets Wealth17.2516.87
Jennison Emerging Markets17.6416.77
Ashmore EM Frontier Africa Equity18.2816.55
Sit Inv Developing Mkts Eq16.8115.78
Putnam Emerging Markets Equity16.6215.51
Martin Currie Global Emerging Markets15.3614.77
EAM Emerging Markets Small Cap15.8414.41
McKinley Capital Emerging Markets Growth14.3714.30
FIIG Emerging Markets Small Cap14.3814.16
Sands Capital Emerging Markets Growth15.2413.88
High Yield Bond5 year gross return5 year net return
Herzfeld Fixed Income Composite8.837.98
MacKay Select High Yield Composite7.787.21
Aegon Credit Opportunities - Long Only8.077.00
DDJ U.S. Opportunistic High Yield Comp7.266.73
Strategic Income Mmgt SiM High Yld Instl7.006.58
Oaktree European High Yield Bonds7.056.52
Lord Abbett High Yield Opportunistic7.016.46
Ryan Labs High Yield6.646.22
T. Rowe Price Europe High Yield Bond6.776.22
Diamond Hill Corporate Credit6.636.14
Intermediate Government1 year gross return1 year net return
Semper Active Mortgage-Backed Securities3.082.72
Garcia Hamilton Government/Credit1.160.93
Smith Breeden Mortgage Index Plus0.410.05
M.D. Sass Core Fix-Inc0.290.00
MFS US Government Fixed Income0.10-0.21
Community Core Fixed Income Composite0.16-0.28
Chicago Equity Core Fix-Inc-0.38-0.63
Northern Trust Government Index-0.55-0.69
ClearArc Capital Intermediate Government-0.53-0.77
Northern Trust Intermediate Government-0.66-0.81
Intermediate Government5 year gross return5 year net return
Semper Active Mortgage-Backed Securities4.844.42
Garcia Hamilton Government/Credit3.533.31
Smith Breeden Mortgage Index Plus2.442.08
M.D. Sass Core Fix-Inc2.241.96
Community Core Fixed Income Composite2.331.96
MFS US Government Fixed Income2.051.76
Chicago Equity Core Fix-Inc1.881.63
Ryan Labs LDI Interm Duration 3-51.941.57
Amalgamated Bank Intermediate Duration1.701.45
Northern Trust Government Index1.561.41
Intermediate-Term Bond5 year gross return5 year net return
Spectrum Preferred Securities6.486.23
Ross Sinclaire Taxable Total Return5.685.15
Piedmont Inv Advisors Yld Advantage Agg2.754.82
PIMCO Diversified Income5.254.53
ClearArc Capital Strategic Income Plus4.884.41
Morgan Stanley Core Plus Fix-Inc4.954.31
Templeton Taxable Municipal Intermediate4.374.11
BBH Core Fixed Income4.344.08
Invesco Core Plus Composite4.163.80
Ramirez Strategic Core Strategy4.023.75
Short-Term Bond1 year gross return1 year net return
Lord Abbett Short Duration Credit1.701.38
Standish Enhanced Cash1.351.28
Aegon Short Duration1.501.26
Western Asset Mgt US Limited1.431.19
Ryan Labs Low Duration Income1.581.12
Post Limited Term High Yield Comp1.701.05
Sterling AS Short FI (All Funds)1.211.00
BBH Limited Duration1.190.99
Newfleet Multi-Sector Short Dur Cpst1.470.99
Sterling Enhanced Cash1.060.95
Short-Term Bond5 year gross return5 year net return
Post Limited Term High Yield Comp4.233.56
Crossmark Income Opportunities3.733.53
Manulife AM Strategic Fixed Income Opp3.883.46
Newfleet Multi-Sector Short Dur Cpst3.292.80
Manulife AM US Strategic Fixed Income3.052.64
Thornburg Limited Term Income Sep Acct2.902.53
Dodge & Cox Intermediate FI Composite2.832.51
WellsCap U.S. Intermediate Income Focus2.822.51
Lord Abbett Short Duration Credit2.702.44
Aegon Short Duration2.582.33
Ultrashort Bond1 year gross return1 year net return
Pioneer Multi-Asset Ultrashort Income2.302.05
Seix Ultra Short2.081.91
PIMCO Short Term2.281.83
Merganser Floating Rate Bond1.981.78
Western Asset Mgt US Enhanced Cash1.921.72
Federated Active Cash Moderate FI Comp1.871.67
Seix US Govt Securities Ultra Short1.801.62
Western Asset Mgt US Enhanced Liquidity1.721.60
Baird Ultra Short Bond1.681.53
Payden & Rygel Enhanced Cash1.621.46
Long Government1 year gross return1 year net return
Aegon Long US Treasury Strips1.651.49
Ryan Labs Long Treasury1.471.26
Hoisington Inv Mgt Macroeconomic FI Comp0.820.61
TCW Long Duration Gov0.100.02
Hillswick Long Duration Government0.07-0.28
DoubleLine Long Duration Total Return-0.15-0.73
JPM Long Duration-0.31-1.04
PIMCO Long Duration Treasury-5.61-6.04
Long Government5 year gross return5 year net return
Hillswick Long Duration Government5.775.45
Hoisington Inv Mgt Macroeconomic FI Comp5.545.32
JPM Long Duration5.254.79
TCW Long Duration Gov4.103.98
PIMCO Long Duration Treasury3.623.12
Aegon Long US Treasury Strips0.000.00
Ryan Labs Long Treasury0.000.00
DoubleLine Long Duration Total Return0.000.00
Short-Term Bond1 year gross return1 year net return
Lord Abbett Short Duration Credit1.701.38
Standish Enhanced Cash1.351.28
Aegon Short Duration1.501.26
Western Asset Mgt US Limited1.431.19
Ryan Labs Low Duration Income1.581.12
Post Limited Term High Yield Comp1.701.05
Sterling AS Short FI (All Funds)1.211.00
BBH Limited Duration1.190.99
Newfleet Multi-Sector Short Dur Cpst1.470.99
Sterling Enhanced Cash1.060.95
Long Government1 year gross return1 year net return
Aegon Long US Treasury Strips1.651.49
Ryan Labs Long Treasury1.471.26
Hoisington Inv Mgt Macroeconomic FI Comp0.820.61
TCW Long Duration Gov0.100.02
Hillswick Long Duration Government0.07-0.28
DoubleLine Long Duration Total Return-0.15-0.73
JPM Long Duration-0.31-1.04
PIMCO Long Duration Treasury-5.61-6.04
Long Government5 year gross return5 year net return
Hillswick Long Duration Government5.775.45
Hoisington Inv Mgt Macroeconomic FI Comp5.545.32
JPM Long Duration5.254.79
TCW Long Duration Gov4.103.98
PIMCO Long Duration Treasury3.623.12
Aegon Long US Treasury Strips0.000.00
Ryan Labs Long Treasury0.000.00
DoubleLine Long Duration Total Return0.000.00
Inflation-Protected Bond1 year gross return1 year net return
BNP Paribas GlobalInflationLinked Bonds4.264.00
Lord Abbett & Co. Inflation Focused – SA4.323.62
Western Asset Mgt US TIPS Full Discr2.622.31
BNP Paribas InflationLinkedBonds U.S.2.502.30
Standish US TIPS Barclays2.252.22
Ryan Labs Inflation Index2.372.11
Northern Trust TIPS2.172.07
IR+M TIPS2.172.07
NB U.S.Treasury Inflation Protection2.102.03
BBH U.S. TIPS2.011.86
Inflation-Protected Bond5 year gross return5 year net return
BNP Paribas GlobalInflationLinked Bonds4.364.10
NB U.S.Treasury Inflation Protection1.921.91
Standish US TIPS Barclays1.761.70
BBH U.S. TIPS1.851.70
Northern Trust TIPS1.741.64
IR+M TIPS1.711.61
BNP Paribas InflationLinkedBonds U.S.1.811.60
Ryan Labs Inflation Index1.851.55
Franklin U.S. TIPS Composite1.691.54
American Century US Infl-Adj Bond1.711.30
Stable Value1 year gross return1 year net return
PIMCO Stable Value (BV)3.082.90
Standish Stable Value2.222.11
Putnam Stable Value Composite2.342.10
Invesco Stable Value2.282.08
JPMorgan US FI Stable Value (NY)2.032.03
Galliard Stable Value Composite2.201.81
Stable Value5 year gross return5 year net return
PIMCO Stable Value (BV)3.112.89
Standish Stable Value2.202.10
Invesco Stable Value2.071.87
Putnam Stable Value Composite2.061.81
JPMorgan US FI Stable Value (NY)1.821.76
Galliard Stable Value Composite1.981.58
Convertibles1 year gross return1 year net return
SSI Inv Grade Convert Strat16.7315.80
AllianzGI Convertibles16.0615.45
ClearBridge U.S. Convertibles13.0012.34
Calamos Instl Convertible Composite12.8012.02
INCORE Inv Grade Convertibles Comp12.5211.90
Advent Balanced Convertible Strategy12.1611.63
Advent Investment Grade11.8111.34
Lord Abbett & Co. Convertibles11.8610.72
Invesco Convertible Securities11.2310.57
MacKay Shields Convertibles10.9710.42
Emerging Markets Bond5 year gross return5 year net return
Global Evolution Frontier Markets7.976.90
PGIM Fixed Income EMD Composite6.555.96
Fort Washington Emerging Market Debt6.565.74
Global Evolution EM Debt6.395.33
FIAM Emerging Market Debt Composite5.845.16
Finisterre EMTR Composite5.775.00
Investec Emerging Market Corporate Debt5.664.92
TIAA-CREF Emerging Markets Debt5.604.92
Stone Harbor Emerging Mkts Corp Dbt Cor5.334.86
Ashmore EM Ext Debt (Sovereign) Comp5.754.81
Conservative Allocation1 year gross return1 year net return
MCA Conservative Portfolios19.3518.40
Morningstar ETF Strategic Mod Gr & Inc14.1114.11
AAM Credit Opportunities13.9712.55
Copeland Large Cap Div Growth Balanced11.2710.19
AllianzGI Income & Growth10.439.95
HW AMP Aggressive7.527.52
ASAP Balanced Strategy7.106.84
Taxable Frontier Asset Mgmt Balanced7.196.66
Mesirow Stable Performance6.996.61
Potomac Advisor Express9.206.50
Moderate Allocation1 year gross return1 year net return
MCA Balanced Portfolios22.3521.55
Dorsey Wright Sys Reltv Strength Bal20.4919.38
Congress Asset Mgt Balanced14.3313.69
Brandywine Domestic Balanced14.4613.68
WJA Equity Oriented (Balanced) Composite13.9313.21
Janus Henderson Balanced13.4512.91
C.J. Lawrence Balanced Strategy14.0212.61
Johnson Institutional Mgt Enhanced Index12.7212.34
Potomac Navigrowth14.5511.72
1919 SRI Balanced12.4911.51
Target Date 2000-20101 year gross return1 year net return
FIAM Index Target Date 2010 Composite5.435.41
FIAM Target Date 2010 Composite5.445.40
FIAM Index Target Date 2005 Composite4.444.42
FIAM Target Date 2005 Composite4.404.37
Target Date 2000-20105 year gross return5 year net return
FIAM Target Date 2010 Composite6.766.41
FIAM Index Target Date 2010 Composite5.705.58
FIAM Target Date 2005 Composite5.765.42
FIAM Index Target Date 2005 Composite4.754.74
Target Date 2011-20151 year gross return1 year net return
FIAM Index Target Date 2015 Composite6.446.42
FIAM Target Date 2015 Composite6.296.25
Target Date 2011-20155 year gross return5 year net return
FIAM Target Date 2015 Composite7.457.10
FIAM Index Target Date 2015 Composite6.406.28
Target Date 2016-20201 year gross return1 year net return
FIAM Index Target Date 2020 Composite7.197.16
FIAM Target Date 2020 Composite6.986.94
Target Date 2016-20205 year gross return5 year net return
FIAM Target Date 2020 Composite7.957.60
FIAM Index Target Date 2020 Composite6.936.81
Target Date 2021-20251 year gross return1 year net return
FIAM Index Target Date 2025 Composite7.827.79
FIAM Target Date 2025 Composite7.607.57
Target Date 2021-20255 year gross return5 year net return
FIAM Target Date 2025 Composite8.628.27
FIAM Index Target Date 2025 Composite7.677.56
Target Date 2026-20301 year gross return1 year net return
FIAM Index Target Date 2030 Composite9.329.29
FIAM Target Date 2030 Composite9.079.03
Target Date 2026-20305 year gross return5 year net return
FIAM Target Date 2030 Composite9.569.21
FIAM Index Target Date 2030 Composite8.618.49
Target Date 2031-20351 year gross return1 year net return
FIAM Index Target Date 2035 Composite10.8410.81
FIAM Target Date 2035 Composite10.3910.35
Target Date 2031-20355 year gross return5 year net return
FIAM Target Date 2035 Composite10.3710.01
FIAM Index Target Date 2035 Composite9.499.37
Target Date 2036-20401 year gross return1 year net return
FIAM Index Target Date 2040 Composite11.0711.04
FIAM Target Date 2040 Composite10.5210.48
Target Date 2036-20405 year gross return5 year net return
FIAM Target Date 2040 Composite10.4410.08
FIAM Index Target Date 2040 Composite9.589.46
Target Date 2041-20451 year gross return1 year net return
FIAM Index Target Date 2045 Composite11.0511.03
FIAM Target Date 2045 Composite10.4710.43
Target Date 2041-20455 year gross return5 year net return
FIAM Target Date 2045 Composite10.4910.13
FIAM Index Target Date 2045 Composite9.639.51
Retirement Income1 year gross return1 year net return
Horizon Real Spend 77.806.40
Horizon Hybrid Real Spend 76.546.31
Horizon Real Spend 67.255.85
Horizon Hybrid Real Spend 65.995.76
Texas Retirement Income Strategy5.875.56
Horizon Real Spend 56.905.51
Horizon Hybrid Real Spend 55.375.14
Horizon Real Spend 46.174.79
PIMCO Retirement Income Model-Mod Gr4.764.76
Horizon Hybrid Real Spend 44.704.48