Composite U.S. allocation
| Top 10 managers: one year | Category | Gross return | Net return |
| A.R. Schmeidler Balanced | Moderate Allocation | 24.17% | 23.31% |
| Leuthold Weeden Core Inv. | Moderate Allocation | 18.56% | 17.52% |
| Herzfeld U.S. Equity Closed-End | Moderate Allocation | 15.63% | 14.76% |
| WHV Large Cap Core Balanced | Moderate Allocation | 15.37% | 14.31% |
| Rainier Balanced | Moderate Allocation | 13.69% | 13.17% |
| Quest Inv. Balanced | Moderate Allocation | 13.36% | 12.83% |
| Chase Inv. Counsel Tax-Ex. Bal. | Moderate Allocation | 13.15% | 12.44% |
| Davis Hamilton Jackson Balanced | Moderate Allocation | 12.78% | 12.09% |
| Badgley, Phelps Balanced. App. | Moderate Allocation | 12.61% | 11.79% |
| Atalanta Sosnoff Balanced | Moderate Allocation | 12.32% | 11.76% |
| Top 10 managers: five years | Category | Gross return | Net return |
| Leuthold Weeden Core Inv. | Moderate Allocation | 21.09% | 20.04% |
| Regatta Clipper World Alloc. Inst'l | Conservative Allocation | 19.37% | 17.01% |
| A.R. Schmeidler Balanced | Moderate Allocation | 19.09% | 18.28% |
| FIM Group Growth | Moderate Allocation | 18.40% | 17.02% |
| UBS Global Frontier | Conservative Allocation | 17.91% | 17.32% |
| Golub Balanced | Moderate Allocation | 16.34% | 15.34% |
| Herzfeld U.S. Equity Closed-End | Moderate Allocation | 16.17% | 14.62% |
| Evergreen MWCM Value Bal. | Moderate Allocation | 15.99% | 15.16% |
| Green Inv. Opp. Bal. Gro. | Moderate Allocation | 15.04% | n/a |
| Logic Capital Diversified | Moderate Allocation | 14.54% | 13.37% |
| Source: Morningstar Inc. | |||
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