Breadcrumb Home INTERACTIVE November 13, 2006 12:00 AM Web exclusive top performing managers - composite funds Tweet Share Share Email More Reprints Print COMPOSITE: Top performing managers, 3rd quarter 2006Issue Date: November 13, 2006TOP 10 MANAGERS,LARGE-CAP BLEND - 1 YEARMetWest Cap. Lg. Cap. Intrin. Val.18.9%WisdomTree High Yielding Eq.18.1%Troy Capital Event Driven Val. Comp.17.0%INVESCO Struc Core Eq.16.4%Aletheia Value Portfolio15.9%Liberty Ridge Focused Core15.7%Hilliard Lyons Lg.-Cap Val. Eq.15.2%WisdomTree Large Cap Dividend14.7%INVESCO 2% Enh. Index 100014.6%StoneRidge Lg.-Cap Core Eq.14.6% Â TOP 10 MANAGERS,LARGE-CAP BLEND - 5 YEARSTCW Pluris18.3%Aletheia Value Portfolio17.5%Global Capital All Cap Core17.2%Markston Int'l S&P 500 Active16.3%Janus Capital Inst. Opp. Alpha15.8%Markston Int'l All Cap15.6%Rockwood Capital Strat Eq14.8%Hillman Capital Advantage Equity14.5%A.R. Schmeidler Large Cap Equity14.5%Met West Cap LgCap Intrin. Val. Eq.14.1%TOP 10 MANAGERS,LARGE-CAP GROWTH - 1 YEARLocke Capital Mgmt. U.S. Eq.22.7%Aletheia Growth Portfolio18.5%SIPCO U.S. Growth Leaders15.1%Groesbeck Inv. Corp. Gr. of Inc.14.7%Fred Alger All Cap Gr. Eq.13.8%PEA Capital Lg.-Cap Gr.13.4%Manning & Napier Dom. Eq.13.4%Johnston Asset Corp. Lg. Cap Eq.13.1%Groesbeck Inv. Corp. Gr.13.1%Osborne Capital Focused LCG13.0% Â TOP 10 MANAGERS,LARGE-CAP GROWTH - 5 YEARSAletheia Growth Portfolio18.7%Janus Capital Fundamental Eq.16.6%Locke Capital U.S. Equity15.3%Gartmore US Multi Cap Gr. Eq.15.1%Renaissance Large Cap Growth14.6%Goodman US Equity Growth14.4%NB All Cap Core13.1%NB Socially Responsive Investing12.3%Calamos Growth Strategy12.2%Husic Capital Large Cap Growth12.1%TOP 10 MANAGERS,LARGE-CAP VALUE - 1 YEARValidea Dividend Value26.5%Goodman Glbl.. Eq. Value21.0%Loomis Sayles Lg-Cap Val20.2%Clear Asset Lg.-Cap Val.20.1%Goodman US Equity Value19.4%NFJ Inv. Dividend Value19.4%Loomis Sayles Focused Val18.7%Rothschild Asset Large Cap Value18.5%Stockman Large Cap Value Eq.18.0%Lombardia Inst'l Large Cap Value18.0% Â TOP 10 MANAGERS,LARGE-CAP VALUE - 5 YEARSGoodman Global Equity Value20.4%Diamond Hill Select Equity19.2%Hillman Capital Focused Adv. Eq.18.7%NWQ Special Equity17.1%Glickenhaus Equity16.3%Haven Capital Dividend Value Equity16.0%Fifth Third All Cap Value15.9%Horizon Asset Spcl. Opp. Invstng.15.9%Stockman Large Cap Value Equity15.5%Diamond Hill Large Cap Equity15.5%TOP 10 MANAGERS,MIDCAP BLEND - 1 YEARLord Abbett Small to Mid Value31.5%NCM Capital Mid-Cap Gr24.3%NCM Capital Mid-Cap Core20.6%Gallatin Asset Value Opp19.7%Prudential Ret. Mid-Cap Val (C&B)19.5%Rehmann Alpha Quant Portfolio16.7%Moody Aldrich Mid-Cap Val15.5%Loomis Sayles Ext. Sm-Cap Val15.0%Cramer Rosenthal SMid Cap Val.14.9%Gartmore U.S. Md-Cap Core Eq.14.6% Â TOP 10 MANAGERS,MIDCAP BLEND - 5 YEARSHorizon Asset Spin Off Invstng.22.0%Advisory Res. Small Mid Cap Value21.9%NCM Capital Mgt Md-Cap Core21.7%NCM Capital Mgt Md-Cap Gr21.4%Rehmann Alpha Quant Portfolio21.3%Westwood SMidCap Eq.20.1%Advisory Res. Sm. Cap Value Equity20.0%EARNEST Sm-Cap Val19.4%Fisher Small and Mid Cap Value18.5%EARNEST Md-Cap18.5%TOP 10 MANAGERS,MIDCAP GROWTH - 1 YEARDenver Inv. Concentrated Gr Inv.22.1%Mazama Growth22.0%Symmetric Prism Grid20.6%Southfield Conc. Mid-Cap GARP18.2%Apex SMID Growth16.1%Schroder Inv. NA U.S. Small Mid Cap15.2%Prudential Ret. Mid-Cap Gr/Times Sq14.4%TimesSquare Mid-Cap Gr.14.1%Westfield Capt. Co. Mid-Cap Gr.13.2%ForstmannLeff Mid-Cap Gr. Eq. Strat.13.2% Â TOP 10 MANAGERS,MIDCAP GROWTH - 5 YEARSAvenir Value Core Equity23.7%NB Small Cap Value18.0%Evergreen Inv. Sm. Md.-Cap Gr. Eq.17.0%Northern Trust GI Strct. Sm. Cap16.8%Forstmann-Leff Mid-Cap Core Eq.16.7%Prudential Ret. Mid-Cap Gr./Times Sq16.3%Rainier Small/Mid Cap Equity16.2%TimesSquare Capital Mid-Cap Gr.16.1%Northwest Inv Counselors Sm. Co.16.0%Munder Capital Mid-Cap Core Gr.16.0%TOP 10 MANAGERS,MIDCAP VALUE - 1 YEARDonald Smith Lg. Cap Conc. Val. Eq.27.0%Tradewinds Small/Mid Cap Value Eq.23.2%ICC Capital Multi-Cap Eq.19.9%Becker Mid-Cap Value Equity19.9%Sasco Capital, Contrarian19.8%River Road Dynamic Eq. Inc.19.1%Federated Strat. Val. MA Comp.18.3%Gartmore U.S. Mid-Cap Val. Eq.17.8%Cloud, Neff Quantitative Value16.3%T. Rowe Price Mid-Cap Val. Strat.15.9% Â TOP 10 MANAGERS,MIDCAP VALUE - 5 YEARSMason Hill Asset Mgmt.30.1%Tradewinds Small/Mid Cap Val. Eq.28.1%Moody Aldrich Focused Val23.2%Donald Smith Lg.-Cap Cncntrd. Val. Eq.21.8%Schneider Capital Value Eq.21.2%Schneider Capital Mid-Cap Val.20.9%Texas First All-Cap Value20.6%Sterling Mid-Cap Value19.8%AJO Small Cap Absolute Value19.7%Schneider Capital Lg-Cap Val.18.9%TOP 10 MANAGERS,SMALL-CAP BLEND - 1 YEARTieton Small Cap Value27.2%London Co. Small Cap25.7%Boston Int'l Small Cap Eq25.4%Oppenheimer Cap Sm.-Cap Val.22.6%Gartmore US Sm-Cap Core Eq21.9%Davidson Inv. Small/Mid Cap19.0%Rothschild Asset Mgmt. Small-Cap18.6%Lord Abbett Micro Cap Val.18.5%Messner & Smith Sm./Mid Val. Eq.17.5%Frontier Capital Sm.-Cap Val.17.4% Â TOP 10 MANAGERS,SMALL-CAP BLEND - 5 YEARSAtivo Small Dynamic Portfolio31.3%Boston International Small Cap Eq.28.9%RS Partners/Small Cap Value25.6%Lord Abbett Micro Cap Val.24.6%London Co. Small Cap23.8%TS&W Small Cap Value22.0%Kennedy Capital Sm.-Cap Core21.2%Stratton Small Cap Value20.7%Lord Abbett Sm.-Cap Val.20.6%Boston Small Cap Value20.5%TOP 10 MANAGERS,SMALL-CAP GROWTH - 1 YEARNorthPointe Focus Sm.-Cap Gr.24.6%OMT Capital Small/Mid Cap Eq. Gr.22.0%Messner & Smith Small Cap Value20.5%Glbl. Emerging Growth U.S. Sm.-Cap19.1%Oppenheimer Capital Sm-Cap Core16.8%NorthPointe Smid Cap Growth16.7%Wells Capital Small Cap Growth Eq.16.2%Washington Cap. Mgmt. Sm-Cap Eq15.5%Magee Thomson Small Cap Growth14.8%NorthPointe Capital Sm.-Cap Gr.14.5% Â TOP 10 MANAGERS,SMALL-CAP GROWTH - 5 YEARSNorthPointe Micro Cap Growth29.0%NorthPointe Focused Sm-Cap Gr25.8%Nicholas-Applegate U.S. Sys. Sm.-Cap22.3%Cortina Small-Cap Opp.21.4%Driehaus Micro Cap Growth21.2%Munder Capital Micro-Cap Eq.20.6%William Blair Sm-Cap Gr Team20.4%Wasatch Micro Cap20.2%Prudential Ret. SmCap Gr (Essex)20.0%Essex Inv. Small/Micro Cap Gr19.9%TOP 10 MANAGERS,SMALL-CAP VALUE - 1 YEARRiver Road Small Cap Value 24.4%ZPR Fundamental Sm. Cap Value23.2%Robotti Small Cap Value Comp.23.1%William Blair Sm.-Cap Val. Team22.5%James Investment Micro-Cap21.3%Rothschild Asset Small-Cap Value19.8%Leonard Mgmt. LMG Gr. & Val. Comp.19.4%Acadian International Small Cap19.1%ZPR International Equity Glbl..19.0%Bear Stearns Fund. Sm. Cap Val.17.2% Â TOP 10 MANAGERS,SMALL-CAP VALUE - 5 YEARSZPR Fundamental Small Cap Val.32.6%Acadian International Small Cap31.7%WCM Inv. Small Cap Value30.3%ZPR International Equity Glbl.28.5%First Wilshire Managed Acct.28.0%Schneider Capital Sm.-Cap Val.27.9%GW Capital Small Cap Value27.5%Donald Smith Micro Cap Val. Eq.27.3%River Road Small Cap Value24.8%Diamond Hill Small Cap Equity24.4%TOP 10 MANAGERS,INTERNATIONAL LARGE-CAP BLEND - 1 YEARLocke Capital Mgmt. Int'l ex-US33.5%Pictet Asset Mgmt. EAFE Eq27.1%Thomas White Int'l Eq.26.3%Bernstein Int'l Strategic Value25.7%Manning & Napier International24.4%JPMorgan EAFE Opportunities24.1%Mondrian Inv. Labor Select Int'l Eq23.7%Mondrian Inv. Large Cap Concentrated23.6%GlobeFlex Int'l All Cap23.3%Acadian ACW ex-U.S.23.3% Â TOP 10 MANAGERS,INTERNATIONAL LARGE-CAP BLEND - 5 YEARSPolaris Capital Int'l Eq28.8%Templeton Emg Mkts Eq27.0%Acadian ACW ex U.S.25.4%Acadian International All Cap25.2%Bernstein Int'l Strategic Value23.4%Northern Cross EAFE Eq21.4%Federated Non US Sm Co Eq21.1%Pictet Asset EAFE Eq20.6%NB International Equity20.4%Mondrian Inv. ACW ex US20.3%TOP 10 MANAGERS,INTERNATIONAL LARGE-CAP GROWTH - 1 YEARJohnston Asset Corp. Int'l Eq27.2%Baillie Gifford LT Gb. Gr. Ex-N. Am.26.7%Vontobel Asset Mgmt. Int'l Eq.25.9%Lazard Emg. World24.2%MFS International Equity23.8%McKinley Capital Int'l Gr.21.7%Schroder Inv. NA Int'l Alpha21.5%Baillie Gifford EAFE Plus Alpha21.2%AIM Private Int'l ADR Growth21.2%MFS Int'l Growth Equity21.2% Â TOP 10 MANAGERS,INTERNATIONAL LARGE-CAP GROWTH - 5 YEARSLazard Emerging World31.5%Driehaus International24.3%McKinley Capital Int'l Gr.21.0%Vontobel Asset Int'l Eq.19.6%William Blair Int'l Gr.18.2%Johnston Asset Corp. Int'l Eq17.9%MFS International Equity16.9%MFS International Growth Equity16.7%Brandywine ValueCore Int'l Eq16.2%U.S. Trust Asset Int'l Eq.15.9%TOP 10 MANAGERS,INTERNATIONAL LARGE-CAP VALUE - 1 YEARAllianceBernstein Int'l Value ADR26.2%Nicholas-Applegate Int'l System.25.5%Delaware Int'l Val. Strat24.1%Delaware Int'l Value (SRI)23.6%Bernstein Int'l Value Equity23.6%Harris Int'l23.3%Goldman Sachs Asset Mgmt. Struc Int'l22.8%Prudential Retirement Int'l Val. (LSV)22.5%MFS International Val. Eq22.4%Philadelphia Int'l LP Int'l Divers Eq22.1% Â TOP 10 MANAGERS,INTERNATIONAL LARGE-CAP VALUE - 5 YEARSTradewinds International Value (ADR)23.3%Tradewinds International Value22.8%AllianceBernstein Int'l Value ADR22.2%Sky Investment Overseas Equity22.0%Nicholas-Applegate Int'l System.21.8%Bernstein Int'l Value Equity21.5%Harris International20.5%GMO Int'l Intrinsic Val Strat20.2%The Boston Int'l Core Equity20.2%Delaware Int'l Val Strat19.9%TOP 10 MANAGERS,INTERNATIONAL SMALL-TO-MIDCAP GROWTH - 1 YEARBlackRock Int'l Sm-Cap Eq28.5%American Century Int'l Sm Md-Cap27.0%Nicholas-Applegate CM Int'l Sm-Cap Gr26.3%Evergreen Inv. Mgmt. Int'l Sm-Cap Eq25.9%SSgA Small Cap Int'l Alpha25.5%GlobeFlex Capital LP GlbFlx Int'l SmCap25.2%Fiduciary Int'l Small Cap Growth25.0%Mondrian Inv. Int'l Sm-Cap Eq24.8%Lord Abbett & Co. Int'l Small Cap Eq.23.5%William Blair Int'l Small Cap Growth22.1% Â TOP 10 MANAGERS,INTERNATIONAL SMALL-TO-MIDCAP GROWTH - 5 YEARSGlobeFlex Cap. Int'l Sm. Cap30.3%American Century Int'l Small Cap30.0%Nicholas-Applegate Int'l Sm.-Cap Gr.29.1%SSgA Small Cap Int'l Alpha27.4%RCM Int'l Sm-Cap Eq26.3%BlackRock Int'l Sm-Cap Eq26.3%Evergreen Inv. Int'l Sm-Cap Eq.25.3%Templeton Int'l Sm Cap Eq23.0%American Century Int'l Sm Md-Cap22.5%Mondrian Inv Int'l Sm-Cap Eq22.0%TOP 10 MANAGERS,INTERNATIONAL SMALL-TO-MIDCAP VALUE - 1 YEARCapital Guardian Non-US Sm-Cap26.9%GMO Foreign Sm. Co. Strat.26.8%Epoch International Small Cap25.1%LSV Asset Int'l Sm.-Cap Val. Eq.21.8%Pictet Asset Int'l Sm. Co.21.7%LSV Asset Int'l Lg-Cap Val. Eq.21.2%GMO Int'l Sm. Co. Strat.21.0%AXA Rosenberg Int'l Small Cap20.2%Sanderson Asset Int'l Val. Eq.20.1%Pyramis Select Int'l Small Cap18.7% Â TOP 10 MANAGERS,INTERNATIONAL SMALL-TO-MIDCAP VALUE - 5 YEARSAXA Rosenberg Int'l Small Cap28.5%GMO Foreign Sm Co Strat26.1%GMO Int'l Sm Co Strat25.9%Cap Guardian Trust Non-US Sm-Cap25.2%Pictet Asset Int'l Sm Co24.1%Pyramis Select Int'l Small Cap23.0%LSV Asset Int'l Lg-Cap Val Eq22.6%Lazard Int'l Sm-Cap22.0%Brandes Int'l Small Cap Equity21.5%Brandes Int'l Mid-Cap Equity20.8%TOP 10 MANAGERS,DIVERSIFIED EMERGING MARKETS - 1 YEARDriehaus Emg. Mkts. Growth35.7%Nicholas-Applegate Opps.35.4%American Century Emg. Mkts.34.2%Clay Finlay Glbl.. Emg. Mkts.31.8%Trilogy Glbl.. Emg. Mkts.28.3%GE Asset Emg. Mkts. Eq.28.1%Baillie Gifford Overseas27.3%CapGuardian Trust Eq.26.9%Marvin & Palmer Emg. Mkts. Eq.25.2%Morgan Stanley Emg. Mkt. Eq. 25.0% Â TOP 10 MANAGERS,DIVERSIFIED EMERGING MARKETS - 5 YEARSAcadian Emerging Markets Strat.35.2%Pictet Asset Glbl. Emg Mkts34.7%Driehaus Emerging Markets Growth33.9%Nicholas-Applegate Emg Mkts Opps33.9%GMO Emerging Markets Strategy33.9%GMO Emg Countries Strat33.4%Lazard Emg Mkts Eq33.1%Clay Finlay Glbl Emg Mkts32.7%U.S. Trust Emerging Markets Eq32.7%Mondrian Inv Emg Mkts Eq32.4%TOP 10 MANAGERS,EUROPE STOCK - 1 YEARAcadian Europe Equity Ex-U.K.34.7%ABN AMRO Glbl. High Inc. Prop.27.1%AXA Rosenberg Eur. Small Cap26.1%Brandes European Equity25.5%CapGuardian Trust Eur. Only Eq.24.8%TT Int'l Inv. Mgmt. Eur Long Only24.3%AXA Rosenberg Eur. Brd. Mkt. Eq.24.3%SSgA Europe Alpha Strategy24.2%Lazard Pan European Equity23.7%Pictet Asset Mgmt. PAN Eur Eq22.9% Â TOP 10 MANAGERS,EUROPE STOCK - 5 YEARSAXA Rosenberg Europe Small Cap30.0%Pictet Asset Sm-Cap Eur. Core Comp.25.0%Acadian Europe Equity Ex-UK23.3%Brandes European Equity21.2%MLIM European Specialist Equity19.6%TT Int'l Europe Long Only18.8%New Star Europe Eq.17.3%AXA Rosenberg Eur. Brd. Mkt. Eq.17.2%MacKay Shields Int'l Eq17.2%Lazard Pan European Equity16.9%TOP 10 MANAGERS,JAPAN STOCK - 1 YEARMorgan Stanley Japanese Eq. Val.21.9%Nikko AM Japan Core16.7%Acadian Japanese Equity15.8%The Boston Japan Value13.8%Nikko AM Japan Value13.2%Goldman Sachs Japan Strat. Eq.10.7%Nikko AM Japan Growth10.6%Daiwa SBI Japan Val Eq10.5%Baillie Gifford Japanese Eq.9.2%AXA Rosenberg Japan Brd. Mkt. Eq.7.3% Â TOP 10 MANAGERS,JAPAN STOCK - 5 YEARSAXA Rosenberg Japan Small Cap20.5%Acadian Japanese Equity18.0%Nikko AM Japan Value15.0%Baillie Gifford Japanese Eq14.6%Nikko AM Japan Growth14.1%The Boston Japan Value13.6%Daiwa SBI Japan Val Eq12.8%Nikko AM Japan Core12.2%Morgan Stanley Japanese Eq. Val.11.6%AXA Rosenberg Japan Brd. Mkt. Equity11.4%TOP MANAGERS,PACIFIC/ASIA (EX-JAPAN) STOCK - 1 YEARABN AMRO Prop. Securities Eur.41.6%SGAM Asia Ex Japan24.6%Daiwa SBI Asia exJapan22.0%SGAM Pac Basin Ex Japan19.9%Goldman Sachs Asia ex-Japan Eq.17.9%Clay Finlay Pac. Basin ex Japan15.7%Vontobel Asset Far East Eq.14.4%AXA Rosenberg Pacific Ex-Japan DM13.5%FCM Greater China Composite11.1%Pyrford Int'l Pac. Basin ex Japan Eq.11.1% Â TOP MANAGERS,PACIFIC/ASIA (EX-JAPAN) STOCK - 5 YEARSABN AMRO Prop. Sec. Europe33.6%Vontobel Asset Far East Equity27.6%AXA Rosenberg Pac. Ex-Japan DM23.1%Goldman Sachs Asia ex-Japan Eq.23.0%SGAM Asia Ex Japan22.6%Daiwa SBI Asia ex Japan21.6%Pyrford Int'l Pac. Basin ex Japan Eq.20.0%Clay Finlay Pac. Basin ex Japan20.0%FCM Greater China Composite10.4%TOP 10 MANAGERS,LONG-SHORT - 1 YEARINVESCO Mkt Neutral (Cash)19.2%Boston Long/Short Equity14.0%Salus Market Neutral11.6%The Boston Market Neutral10.9%Guardian Advisors Sentinel10.6%AXA Rosenberg U.S. Lg.-Mid Cap L/S Eq.7.7%JPMorgan Res. Mkt. Neut.7.3%AJO Dollar-Neutral Long/Short7.0%First Quadrant U.S. Mkt. Neut.6.7%ABN AMRO Tact. Curr. Asset Class4.6% Â TOP 10 MANAGERS,LONG-SHORT - 5 YEARSBoston Long/Short Equity7.8%The Boston Market Neutral6.7%INVESCO Mkt Neutral (Cash)6.5%Salus Market Neutral5.8%AXA Rosenberg U.S. Lg-Mid Cap L/S Eq.4.8%AJO Dollar-Neutral Long/Short4.6%Freeman Inv. Lg./Short Mkt Neutral4.4%First Quadrant US Mkt Neutral3.4%JPMorgan Res Mkt Neutral2.1%ABN AMRO Tact. Curr. Overlay0.9%TOP 10 MANAGERS,CONSERVATIVE ALLOCATION - 1 YEARLeonard Mgmt. LMG Bal.14.1%Bogle Market Neutral12.6%Potomac Fund Mgmt. Guardian11.5%First Pacific Contrarian Val.9.8%Intrepid Capital High Yield Bal.7.5%Great Lakes Balanced7.3%Quantitative Advantage Bal. 40/606.9%Pyramis U.S. Equity Mkt. Neutr.6.8%Green Inv. Guardian Cnsv. Bal.6.7%Green Inv. Guardian Bal Inc.6.2% Â TOP 10 MANAGERS,CONSERVATIVE ALLOCATION - 5 YEARSFirst Pacific Contrarian Val15.2%Bogle Market Neutral13.3%Potomac Fund Mgt Guardian11.0%Intrepid Capital High Yld Bal10.8%James Inv. Balanced10.5%Green Inv. Guardian Bal. Inc.9.3%Green Inv. Guardian Cnsv. Bal.9.1%Great Lakes Balanced9.0%Quantitative Adv. Balanced 40/608.0%FCM Flexible Composite7.1%TOP 10 MANAGERS,MODERATE ALLOCATION - 1 YEARAIS Capital TAAP17.7%MetWest Cap. Val. Bal.14.1%Brandywine Domestic Balanced13.4%Cooke & Bieler Balanced13.1%Prudential Ret. Bal I (Wellington)12.4%Crawford Inv. Bal. Mgmt.11.4%Northern Trust Val Eq. Bal.11.4%UBS Global Glbl. Securities 11.2%Westwood Mgmt. Corp. Bal. 11.1%Green Inv. Opp. Bal. Gr.11.1% Â TOP 10 MANAGERS,MODERATE ALLOCATION - 5 YEARSHorizon Asset Strat. Val. Invstng.17.5%Leuthold Weeden Core Inv. 15.0%UBS Global Glbl. Securities 13.1%NWQ Special Balanced12.4%Dodge & Cox Balanced12.1%AIS Capital Mgt TAAP11.8%ValueWorks Bal Comp11.7%A.R. Schmeidler Balanced11.6%Calamos Growth and Income11.6%TCW Comp. Asset Allocation11.5%TOP 10 MANAGERS,WORLD BOND - 1 YEARGMO Emg. Country Debt Strat.11.4%Franklin Templeton Glbl. Bond Plus9.9%MFS Emerging Markets Debt8.7%Payden & Rygel Emg. Markets7.0%UBS Glbl. Absolute Return Bond5.2%Guardian Cap. Canadian Struc Bond5.2%Western Asset Glbl. Multi Sector4.7%Western Asset Mgmt. Glbl. Infl.4.6%Rogge Glbl. Glbl. Credit4.5%RiverSource Inv. Glbl. Aggr.4.2% Â TOP 10 MANAGERS,WORLD BOND - 5 YEARSGMO Emg. Country Debt Strat.22.1%Payden & Rygel Emerging Markets14.0%Franklin Templeton Glbl. Bond Plus13.7%Brandywine Global Fixed Income12.9%Western Asset Glbl. Multi Sector11.7%Western Asset Glbl. Inflation Linked11.5%Evergreen Inv. Int'l Bond10.9%Mondrian Inv. Int'l Fixed Unhedged10.9%Loomis Sayles Glbl. Bond10.4%GMO Int'l Bond Strat.10.2%TOP 10 MANAGERS,SHORT DURATION BOND - 1 YEARHarris Inv. S/T Cash Strat.6.4%Fischer Francis Short Dur. Mtg.5.4%NB 1-3 Year Bond5.4%First Pacific Core Plus FI5.2%MetWest AM Low. Dur. FI5.2%Phoenix Inv. Low Dur. Core Plus FI5.0%Harris Inv.Custom Cash Mgmt.4.9%Fischer Francis 3Mnt Ultra-Short FI4.9%SSgA U.S. Dollar LIBOR Plus4.9%Fischer Francis 6 Month FI4.8% Â TOP 10 MANAGERS,SHORT DURATION BOND - 5 YEARSSage Advisory High Yld. FI8.0%Phoenix Inv. Low Dur. Core Plus FI6.9%PIMCO Mortgage Full Authority5.3%Sovereign Inv. Grade Bond5.3%PIMCO Mortgage Ltd. Authority5.3%Loomis Sayles Interm. Total Ret4.9%Taplin, Canida Interm FI4.9%Brown Inv. Intermediate FI4.7%Fox Asset Interm. FI4.7%BlackRock Interm. Dur.4.7%TOP 10 MANAGERS,ULTRASHORT DURATION BOND - 1 YEARWestern Asset U.S. Index Plus11.3%FX Concepts Glbl. Curr. Prog.11.0%Western Asset U.S. Enh. Cash5.3%Seneca Cash Mgmt.5.2%INVESCO Enhcd. Cash5.2%Shay Ultra Short5.2%Federated Act. Cash Broad FI Comp.5.1%JPMorgan Enhcd. Cash4.9%MacKay Shields Enh. Money Mkt.4.9%Prudential Ret. Short Term Bond4.9% Â TOP 10 MANAGERS,ULTRASHORT DURATION BOND - 5 YEARSFX Concepts Glbl. Currency Prog.11.6%Western Asset U.S. Index Plus8.0%FX Concepts Dev. Mkts. Curr. Prog.3.6%Federated Active Cash Broad FI Comp.3.5%Western Asset U.S. Enhcd. Cash3.3%MLIM Enhanced Return Cash3.2%Pacific Income Ultra Short3.1%Fischer Francis Enhcd. Cash 12M3.1%Shay Ultra Short Mortgage3.1%Sterling Enhanced Cash3.0%TOP MANAGERS,INTERMEDIATE DURATION GOVERNMENT - 1 YEARTCW Index Plus MBS4.5%Pyramis Mtg.-Backed Sec.4.4%TCW Total Return MBS4.4%Fischer Francis Mortgage4.3%Morgan Stanley Mortgage4.3%Trevor Stewart Active Duration4.3%MLIM Access Capital4.2%Reams Asset Real Ret. FI4.0%James Inv. Fixed Income4.0%Anchor Fixed Income Mgmt.3.9%Fort Washington Adv. Core FI3.9% Â TOP 10 MANAGERS,INTERMEDIATE DURATION GOVERNMENT - 5 YEARSFischer Fransic Infl. Linked Bonds US7.8%American Century Infl. Adj. Bond7.1%Anchor Fixed Income Mgmt.5.5%Pyramis Mortgage-Backed Sec.5.4%Trevor Stewart Active Duration5.2%Northern Trust GI Gov't/Credit Indx.5.0%Fischer Francis Mortgage5.0%TCW Index Plus MBS4.9%MLIM Access Capital4.9%Fort Washington Adv. Core FI4.8%TOP 10 MANAGERS,SHORT DURATION GOVERNMENT - 1 YEARLara U.S Treas. Bond Mgmt. Prog.8.7%Shay Intermediate Mortgage4.6%Shay Short U.S. Government4.6%TCW Specialized Cash Mgmt.4.5%Amervest Cash and Cash Eq.4.5%Shay U.S. Government4.4%Redstone Short-Interm. Comp.4.4%BlackRock Mortgage4.4%TCW Mortgage-Backed Sec.4.4%Victory Cap. Inst'l Mtg.-Backed Secs4.3% Â TOP 10 MANAGERS,SHORT DURATION GOVERNMENT - 5 YEARSTCW Mortgage-Backed Securities5.0%Victory Cap. Inst'l MBS4.9%BlackRock Mortgage4.7%Redstone Short-Interm. Comp4.2%Shay U.S. Government4.1%Fifth Third Interm Govt4.0%Rockwood Capital Core Bond4.0%FCM Taxable Bond Composite4.0%MPI Inv. U.S. Fixed-Income3.8%The Lara U.S Treas Bond Mgt Prog3.7%TOP 10 MANAGERS,SPECIALTY-FINANCIAL - 1 YEARHeitman Real Estate Conc. Strat.24.0%Evergreen Inv. Tattersall Int'l CEF23.5%Davis Financial Product20.6%Cadence Cap. Fncl. Svcs. Sector13.9%Vontobel Asset U.S. Val. Eq.13.2%Int'l Inv. IIG Trade Opp. Fund 13.0%Munder Cap. Healthcare3.5%RCM Glbl. Healthcare Eq.3.2%Sectoral Asset Biotech Comp.2.6%Financial Trust Health Val0.4% Â TOP 10 MANAGERS,SPECIALTY-REAL ESTATE - 5 YEARSCohen & Steers Realty Focus28.4%Security Capital Focus Select26.6%Duff & Phelps REIT26.2%FAF Real Estate Securities25.7%Advantus Real Est. Secs.25.4%Morgan Stanley U.S. Real Estate25.3%JPMorgan REITS25.0%Cohen & Steers Realty Total Return25.0%Goldman Sachs Real Est. Secs.24.6%KRA Capital REIT SA Comp.24.5%Source: Morningstar Separate Account/Commingled Fund Database Recommended for You TIPS' yields turn positive Fed indicator doesn't show recession on horizon IRA and 401(k)s remain popular retirement vehicles Sponsored Content: Alternatives: Investing Across the Spectrum Reader Poll May 9, 2022 Given recent market volatility, which investment strategy are you most likely to pursue? SEE MORE POLLS > Sponsored White Papers Are Factors a Thing of the Past? Q2 2022 Credit Outlook: Carry On Leverage does not equal risk Is there a mid-cap gap in your DC plan? 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