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  2. INTERACTIVE
November 13, 2006 12:00 AM

Web exclusive top performing managers - composite funds

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    COMPOSITE: Top performing managers, 3rd quarter 2006

    Issue Date: November 13, 2006

    TOP 10 MANAGERS,

    LARGE-CAP BLEND - 1 YEAR

    MetWest 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%

     

    TOP 10 MANAGERS,

    LARGE-CAP BLEND - 5 YEARS

    TCW 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 YEAR

    Locke 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%

     

    TOP 10 MANAGERS,

    LARGE-CAP GROWTH - 5 YEARS

    Aletheia 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 YEAR

    Validea 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%

     

    TOP 10 MANAGERS,

    LARGE-CAP VALUE - 5 YEARS

    Goodman 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 YEAR

    Lord 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%

     

    TOP 10 MANAGERS,

    MIDCAP BLEND - 5 YEARS

    Horizon 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 YEAR

    Denver 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%

     

    TOP 10 MANAGERS,

    MIDCAP GROWTH - 5 YEARS

    Avenir 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 YEAR

    Donald 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%

     

    TOP 10 MANAGERS,

    MIDCAP VALUE - 5 YEARS

    Mason 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 YEAR

    Tieton 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%

     

    TOP 10 MANAGERS,

    SMALL-CAP BLEND - 5 YEARS

    Ativo 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 YEAR

    NorthPointe 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%

     

    TOP 10 MANAGERS,

    SMALL-CAP GROWTH - 5 YEARS

    NorthPointe 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 YEAR

    River 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%

     

    TOP 10 MANAGERS,

    SMALL-CAP VALUE - 5 YEARS

    ZPR 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 YEAR

    Locke 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%

     

    TOP 10 MANAGERS,

    INTERNATIONAL LARGE-CAP BLEND - 5 YEARS

    Polaris 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 YEAR

    Johnston 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%

     

    TOP 10 MANAGERS,

    INTERNATIONAL LARGE-CAP GROWTH - 5 YEARS

    Lazard 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 YEAR

    AllianceBernstein 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%

     

    TOP 10 MANAGERS,

    INTERNATIONAL LARGE-CAP VALUE - 5 YEARS

    Tradewinds 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 YEAR

    BlackRock 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%

     

    TOP 10 MANAGERS,

    INTERNATIONAL SMALL-TO-MIDCAP GROWTH - 5 YEARS

    GlobeFlex 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 YEAR

    Capital 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%

     

    TOP 10 MANAGERS,

    INTERNATIONAL SMALL-TO-MIDCAP VALUE - 5 YEARS

    AXA 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 YEAR

    Driehaus 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%

     

    TOP 10 MANAGERS,

    DIVERSIFIED EMERGING MARKETS - 5 YEARS

    Acadian 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 YEAR

    Acadian 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%

     

    TOP 10 MANAGERS,

    EUROPE STOCK - 5 YEARS

    AXA 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 YEAR

    Morgan 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%

     

    TOP 10 MANAGERS,

    JAPAN STOCK - 5 YEARS

    AXA 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 YEAR

    ABN 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%

     

    TOP MANAGERS,

    PACIFIC/ASIA (EX-JAPAN) STOCK - 5 YEARS

    ABN 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 YEAR

    INVESCO 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%

     

    TOP 10 MANAGERS,

    LONG-SHORT - 5 YEARS

    Boston 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 YEAR

    Leonard 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%

     

    TOP 10 MANAGERS,

    CONSERVATIVE ALLOCATION - 5 YEARS

    First 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 YEAR

    AIS 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%

     

    TOP 10 MANAGERS,

    MODERATE ALLOCATION - 5 YEARS

    Horizon 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 YEAR

    GMO 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%

     

    TOP 10 MANAGERS,

    WORLD BOND - 5 YEARS

    GMO 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 YEAR

    Harris 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%

     

    TOP 10 MANAGERS,

    SHORT DURATION BOND - 5 YEARS

    Sage 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 YEAR

    Western 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%

     

    TOP 10 MANAGERS,

    ULTRASHORT DURATION BOND - 5 YEARS

    FX 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 YEAR

    TCW 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%

     

    TOP 10 MANAGERS,

    INTERMEDIATE DURATION GOVERNMENT - 5 YEARS

    Fischer 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 YEAR

    Lara 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%

     

    TOP 10 MANAGERS,

    SHORT DURATION GOVERNMENT - 5 YEARS

    TCW 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 YEAR

    Heitman 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%

     

    TOP 10 MANAGERS,

    SPECIALTY-REAL ESTATE - 5 YEARS

    Cohen & 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

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