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| Top 10 managers - 1 year | | Wellington (Energy Tax-Ex. Comp.) | 58.0% | | Westwood (SmidCap) | 28.4% | | UBS Fiduciary Trust (Sm. Co. Val.) | 21.1% | | Mesirow Financial (Sm.-Cap Value) | 20.4% | | Forstmann-Leff (Small-Cap Core) | 19.2% | | Diversified Inv. (Midcap Value) | 18.7% | | Wellington (Real Estate) | 16.8% | | Westwood (Large Cap) | 16.1% | | UBS Fiduciary Trust (Lg. Co. Val.) | 16.1% | | Fidelity (Small Co. Discipline) | 16.1% |
| | | Top 10 managers - 5 years | | Wellington (Energy Tax-Ex. Comp.) | 27.8% | | Wellington (Real Estate) | 25.8% | | UBS Fiduciary Trust (Sm. Co. Value) | 20.3% | | GM Asset (Public Real Estate) | 20.2% | | Dimensional Fund Adv. (Real Estate) | 20.2% | | Donald Smith (Small-Cap Value) | 20.1% | | Delaware Inv. (REIT) | 19.8% | | Brandywine (Div. Small-Cap Value) | 19.4% | | Grantham, Mayo (REIT) | 18.7% | | Dimensional Fund (Sm.-Cap Val.) | 17.9% |
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Source: Morningstar Inc.
Date of publication: May 16, 2005