Breadcrumb Home INTERACTIVE February 18, 2008 12:00 AM Composite U.S. allocation Tweet Share Share Email More Reprints Print Top 10 managers: one yearCategoryGross returnNet returnA.R. Schmeidler Balanced Moderate Allocation24.17%23.31%Leuthold Weeden Core Inv.Moderate Allocation18.56%17.52%Herzfeld U.S. Equity Closed-EndModerate Allocation15.63%14.76%WHV Large Cap Core BalancedModerate Allocation15.37%14.31%Rainier BalancedModerate Allocation13.69%13.17%Quest Inv. BalancedModerate Allocation13.36%12.83%Chase Inv. Counsel Tax-Ex. Bal.Moderate Allocation13.15%12.44%Davis Hamilton Jackson BalancedModerate Allocation12.78%12.09%Badgley, Phelps Balanced. App.Moderate Allocation12.61%11.79%Atalanta Sosnoff BalancedModerate Allocation12.32%11.76%Top 10 managers: five yearsCategoryGross returnNet returnLeuthold Weeden Core Inv.Moderate Allocation21.09%20.04%Regatta Clipper World Alloc. Inst'lConservative Allocation19.37%17.01%A.R. Schmeidler Balanced Moderate Allocation19.09%18.28%FIM Group GrowthModerate Allocation18.40%17.02%UBS Global Frontier Conservative Allocation17.91%17.32%Golub BalancedModerate Allocation16.34%15.34%Herzfeld U.S. Equity Closed-EndModerate Allocation16.17%14.62%Evergreen MWCM Value Bal.Moderate Allocation15.99%15.16%Green Inv. Opp. Bal. Gro.Moderate Allocation15.04%n/aLogic Capital DiversifiedModerate Allocation14.54%13.37%Source: Morningstar Inc. Recommended for You Largest active U.S. equity DC mutual funds lag S&P 500 Select private equity managers show fundraising prowess 2 fixed-income DC mutual funds stand out Sponsored Content: The Institutional Investor's Guide to ESG Investing Reader Poll January 25, 2023 How will the DOL’s finalized rules impact ESG investing? SEE MORE POLLS > Sponsored White Papers Show Me the Income: Discovering plan sponsor and participant preferences for cr… The Future of Infrastructure: Building a Better Tomorrow Outlook 2023: Opportunity in a volatile world Research for Institutional Money Management View More Sponsored Content Partner Content The Industrialization of ESG Investment For institutional investors, ETFs can make meeting liquidity needs easier Gold: the most effective commodity investment 2021 Investment Outlook | Investing Beyond the Pandemic: A Reset for Portfolios Ten ways retirement plan professionals add value to plan sponsors Gold: an efficient hedge View More