Composite U.S. Allocation
| Top 10 managers: one-year return | Category | Gross return | Net return |
| Leylegian Inv Mgt Bal Comp | US SA Moderate Allocation | 11.70 | 10.74 |
| Smith Affiliated Cap Enh FI | US SA Moderate Allocation | 1.39 | 1.02 |
| Sadoff Balanced | US SA Conservative Allocation | -3.01 | -3.93 |
| Appleton Group PLUS | US SA Conservative Allocation | -3.30 | -4.31 |
| Capital Guardian US Core Plus FI | US SA Moderate Allocation | -3.80 | -4.10 |
| Appleton Group Tax Managed | US SA Moderate Allocation | -7.79 | -8.36 |
| Appleton Group Portfolio | US SA Moderate Allocation | -8.38 | -8.60 |
| Janus Balanced | US SA Conservative Allocation | -8.51 | -9.06 |
| Valley Forge Balanced | US SA Moderate Allocation | -9.30 | -9.68 |
| Greenwood Capital Bal (w/Tax Bonds) | US SA Conservative Allocation | -9.68 | -10.18 |
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| Top 10 managers: five-year return | Category | Gross return | Net return |
| Guardian Capital Domestic Balanced | US SA Moderate Allocation | 6.85 | 6.49 |
| James Inv. Research Balanced | US SA Conservative Allocation | 6.65 | 6.05 |
| Leuthold Weeden Core Inv | US SA Moderate Allocation | 6.08 | 5.15 |
| Sadoff Balanced | US SA Conservative Allocation | 5.88 | 5.04 |
| Janus Balanced | US SA Conservative Allocation | 5.50 | 4.86 |
| Leylegian Inv Mgt Bal Comp | US SA Moderate Allocation | 4.98 | 4.11 |
| Fiduciary Mgmt Milw Bal Comp | US SA Moderate Allocation | 4.98 | 4.36 |
| Smith Affiliated Cap Enh FI | US SA Moderate Allocation | 4.72 | 4.30 |
| FPA Contrarian Val. | US SA Conservative Allocation | 4.56 | 3.53 |
| Westwood Mgmt. Bal | US SA Moderate Allocation | 4.43 | 3.84 |
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