Domestic balanced accounts

Top 10 managers - 1 year

Principal Global Broad Mkt. Val.39.5%

PENN Capital Sm. to Mid Cap 38.3%

AIS Capital TAAP37.3%

A.R. Schmeidler Bal. Accts.27.0%

IXIS Active Mgd ETF - Agg.26.2%

Oaktree Capital Int’l Convert.24.9%

Horizon Asset Strat. Val.24.0%

Zazove Comp.22.3%

INVESCO Mkt. Neutral (Eq.)22.2%

Oaktree Capital U.S. Convert.20.0%

  

Top 10 managers - 5 years

Zazove Comp.22.3%

Horizon Asset Strat. Val.17.3%

First Pacific Contrarian Val.17.0%

Oaktree Capital High Inc. Convert.16.5%

IXIS Active Mgd ETF - Agg.13.5%

Principal Global Broad Mkt. Val.12.5%

Fiduciary Mgmt/Milw. Comp.12.1%

NWQ Special Bal.11.7%

AIS Capital TAAP11.6%

A.R. Schmeidler Bal. Accts.11.6%

Source: Morningstar Separate Account/Commingled Fund Database

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