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  2. INTERACTIVE
November 16, 2009 12:00 AM

Top performing managers by category: separate accounts

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    Reprints Print

    Top performing managers by category: separate accounts
    Data are for periods ended Sept. 30, 2009.
    US SA Conservative AllocationOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    Janus Balanced16.57%15.94%  Janus Balanced8.91%8.27%
    Relative Absolute Return16.40%14.91%  James Balanced6.40%5.80%
    Green Inv. Mgmt. Guardian Bal. Inc.7.43%6.13%  CACH Conservative Growth6.05%4.48%
    Abner, Herrman & Brock Custom Bal.5.45%4.56%  Sadoff Balanced5.13%4.15%
    Emerald Hybrid Strategy5.40%4.59%  Quantitative Advantage Glob. Bal. 40/604.83%3.40%
    CACH Conservative Growth3.96%2.43%  Emerald Hybrid Strategy4.68%4.01%
    Riazzi Balanced Commission3.08%2.40%  Legacy Capital Diversified Equity Bal.4.47%3.59%
    Capstone Balanced Core2.11%1.75%  Green Inv. Mgmt. Guardian Bal. Inc.3.69%2.31%
    Green Inv. Mgmt. Guardian Cons. Bal.2.07%1.09%  PIMCO StocksPlus3.58%3.41%
    Green Inv. Mgmt. Guardian Bal.2.07%0.89%  Abner, Herrman & Brock Custom Bal.3.28%2.45%
    US SA ConvertiblesOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    Wellesley Inv. Convertibles SA28.46%  Calamos Global Convertible Composite8.50%7.56%
    Diamond Hill Strategic Income22.89%22.33%  Wellesley Inv. Convertibles SA8.34%
    Clearbridge Inst'l Convertible Securities20.26%19.56%  NACM U.S. Convertibles8.21%7.73%
    Froley Revy Inv. Co. Convert Comp.19.76%19.35%  Shenkman Convertible Comp.7.66%6.84%
    Calamos Global Convertible Composite16.71%16.14%  Froley Revy Inv. Co. Inv. Grade Bonds Only6.77%6.19%
    PIMCO Convertible16.69%15.95%  IR&M Inv. Grade Convert.5.38%4.93%
    Froley Revy Inv. Co. Inv. Grade Bonds Only16.26%15.62%  Gabelli Asset Mgmt. Convert.5.36%4.21%
    Calamos Inst'l Convertible Composite12.85%12.29%  Clearbridge Inst'l Convertible Securities5.29%4.72%
    NACM U.S. Convertibles12.57%12.03%  Calamos Inst'l Convertible Composite4.52%3.99%
    IR&M Inv. Grade Convert.12.31%11.82%  Transamerica Convertibles4.27%3.51%
    US SA CurrencyOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    PIMCO Non-U.S. Unhedged22.55%22.18%  FX Concepts Global Financial Mkts.16.92%
    TIS Splitrock Moderate18.18%16.62%  FX Concepts Global Currency Prog.14.08%
    FX Concepts Global Financial Mkts.15.55%  TIS Splitrock Moderate10.89%9.69%
    Putnam Alpha Currency Strategy 400bps7.10%6.66%  FX Concepts Multi-Strategy Fund9.12%
    FFTW Currency Alpha6.43%5.90%  Lazard Emerging Income8.73%
    Putnam Standard Currency Over. 100bps1.67%1.43%  PIMCO Non-U.S. Unhedged7.20%6.79%
    J.P. Morgan U.S. FI DollarLiquidity1.36%1.18%  DWS/Deutsche AM Developed iGAP 4%6.41%
    Lazard Emerging Income1.35%  J.P. Morgan U.S. FI DollarLiquidity3.71%3.48%
    Goldman Sachs Global Currency0.01%  Goldman Sachs Global Currency3.68%
    DWS/Deutsche AM Developed iGAP 4%-0.53%  PanAgora Fixed Inc. Long Short2.84%2.14%
    US SA Diversified

    Emerging Markets

    One-year gross returnOne-year net return Five-year gross returnFive-year net return
    Morgan Stanley Emg. Mkt. Eq. Strat.65.99%  Morgan Stanley Emg. Mkt. Eq. Strat.27.34%
    Brandes Emerging Markets Equity41.18%39.79%  WGI Global Emerging Markets24.87%
    WGI Emerging Markets-Islamic Comp.39.99%39.02%  Aberdeen Emerging Markets Equity23.67%22.44%
    FPP Fund Mgmt. Global Emerging Markets33.30%  Barings Focused Emerging Mkts. Equity21.93%20.92%
    WGI Global Emerging Markets32.35%  DCM Emerging Markets Equity21.92%20.67%
    Barings Focused Emerging Mkts. Equity29.07%28.12%  OFII Emerging Markets Equity21.75%20.59%
    Aberdeen Emerging Markets Equity28.31%27.06%  Green Inv. Mgmt. Guardian Country21.69%20.22%
    LSV Emg. Mkts. Val. Eq.28.15%26.89%  Lazard Emerging Markets Equity21.20%20.05%
    The Boston Emerging Markets Value28.08%26.64%  Wellington Emerging Markets Equity20.89%19.89%
    Wasatch Emerging Mkts. Small Cap SA27.99%26.52%  Driehaus Emerging Markets Growth20.12%
    US SA Diversified Pacific/AsiaOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    RCM Total Return Asia Equity30.67%  RCM Total Return Asia Equity17.79%
    RCM Asia-Pac. ex-Japan Eq. (Core Reg)24.08%22.85%  RCM Asia-Pac. ex-Japan Eq. (Core Reg)16.08%15.12%
    Aberdeen Asia Pacific Incl. Japan Eq.20.19%18.74%  John Hsu Capital Int'l Top-Down Eq.12.91%11.95%
    Oberweis Asia Opportunities16.79%14.42%  Aberdeen Asia Pacific Incl. Japan Eq.12.33%10.95%
    John Hsu Capital Int'l Top-Down Eq.15.36%14.49%  NACM Pacific Rim11.50%10.62%
    Pyrford Int'l Asia Pacific Equity15.00%14.47%  Sit Inv. Pac Basin9.93%9.00%
    Sit Inv. Pac Basin13.11%12.06%  Pyrford Int'l Asia Pacific Equity8.63%8.22%
    Nomura U.S.A. Pacific Basin Equity7.42%6.71%  BlackRock Pacific Basin Equity7.05%6.42%
    BlackRock Pacific Basin Equity6.56%5.84%  Templeton Asia Pacific Eq.6.52%9.91%
    GAM Asia-Pacific Equity4.00%2.95%  Nomura U.S.A. Pacific Basin Equity4.93%4.27%
    US SA Emerging

    Markets Bond

    One-year gross returnOne-year net return Five-year gross returnFive-year net return
    Morgan Stanley Emg. Mkt. Debt Strat.33.27%31.86%  Morgan Stanley Emg. Mkt. Debt Strat.13.13%11.97%
    TCW Emerging Markets Fixed Income28.68%27.90%  Wellington Emerging Markets Debt12.66%12.11%
    Pyramis Emerging Market Debt27.33%26.54%  MFS Emerging Markets Debt12.48%11.84%
    Pictet Emerging Markets Debt26.69%26.69%  Pictet Emerging Markets Debt12.33%11.86%
    Wellington Emerging Markets Debt26.54%25.82%  Stone Harbor EMD Total Return12.10%11.45%
    AllianceBernstein Emerging Mkts. Debt25.35%24.58%  Halbis Emerging Market Debt11.71%11.20%
    Federated Emerging Markets Debt25.02%23.96%  Prudential Fixed Inc. Emg. Mkts. Debt11.40%10.63%
    Stone Harbor EMD Total Return24.10%23.76%  Aberdeen Emerging Markets Debt Plus11.24%10.56%
    Stone Harbor Emerging Markets Debt23.70%23.15%  AllianceBernstein Emerging Mkts. Debt11.01%10.34%
    Halbis Emerging Market Debt23.37%22.67%  UBS Global Emerging Markets Debt10.91%10.09%
    US SA Europe StockOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    Numeric Investors Europe Core12.71%11.88%  AIG Emerging Europe Equity Composite14.96%13.96%
    Liontrust Continental Europe Comp.11.74%10.97%  Pictet Eastern European Equity14.49%13.43%
    Brandes European Equity9.13%8.15%  Lazard Continental Europe Equity10.13%8.18%
    T. Rowe Price European Eq. Core Comp.8.49%7.90%  Burgundy European Equity Composite9.67%8.70%
    ICAP Euro Select Equity5.77%5.11%  Acadian Europe Equity ex-U.K.9.58%8.76%
    SSgA Europe Alpha Strategy5.30%4.45%  Newton Pan European Eq.9.14%8.56%
    Martin Currie Europe ex-U.K.5.27%4.52%  Martin Currie Europe ex-U.K.9.12%8.58%
    Acadian Europe Equity ex-U.K.4.98%4.14%  Numeric Investors Europe Core8.96%8.19%
    Lazard Pan European Equity4.58%3.63%  MFS European Equity8.85%8.03%
    Pictet Eastern European Equity4.53%3.68%  T. Rowe Price European Eq. Core Comp.8.51%7.92%
    US SA Foreign Large BlendOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    SSgA Emerging Markets Index Plus16.79%16.18%  Quantitative Advantage Int'l Mgr.18.28%
    UBS Global (ex-U.S.) ACWI Equity15.77%14.83%  EARNEST International Equity14.68%13.79%
    Evergreen MWCM Int'l Core Value14.81%13.74%  Acadian Non-U.S. ADR Equity13.33%12.50%
    EARNEST International Equity12.01%10.59%  Renaissance International12.51%11.90%
    Matterhorn International Equity11.84%10.88%  Thomas White International Equity12.14%11.14%
    MFS International Concentrated Equity11.81%10.87%  Barings Focused International Plus Eq.10.82%10.02%
    Brown Capital International Equity11.55%11.12%  Scout International Equity ADR10.24%9.37%
    Lord Abbett Int'l Core Equity Comp.11.06%10.15%  Barings Active/Passive ACWI ex-U.S. Eq.9.80%9.47%
    Fisher Foreign Equity Focused10.94%10.58%  SDI International Equity9.75%9.17%
    Herzfeld Foreign Closed-End10.85%9.92%  Newton Global Opportunities9.41%8.51%
    US SA Foreign Large GrowthOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    HGK International Equity18.57%17.42%  Janus Inst'l International Equity14.21%13.39%
    Morgan Stanley Int'l Growth15.32%13.83%  Driehaus International Discovery11.29%9.40%
    Janus Inst'l Concentrated Int'l Equity11.98%11.23%  Aletheia International Growth11.29%10.21%
    Gabelli Asset Mgmt. Int'l Gro.10.49%9.61%  Morgan Stanley Int'l Growth10.77%9.38%
    Calamos International Growth Composite10.49%9.42%  Thornburg International Equity Strategy10.68%9.48%
    Janus Inst'l International Equity10.44%9.73%  Scout International Equity10.61%9.73%
    OFII International Equity9.16%8.37%  UBS Global ex-U.S. All Cap Growth10.04%9.20%
    MFS International Growth Equity8.81%8.00%  MFS International Growth Equity9.94%8.29%
    Walter Scott Int'l (EAFE) Equity8.77%8.70%  Thornburg International ADR Strategy9.77%9.02%
    Federated Non-U.S. Eq.8.33%7.26%  Walter Scott Int'l (EAFE) Equity9.51%9.42%
    US SA Foreign Large ValueOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    Sky Investment Overseas Equity19.72%18.78%  NFJ Inv. International Value12.00%10.99%
    Harris Assoc. International19.33%18.31%  Aberdeen EAFE Plus Equity10.79%10.22%
    Schroders QEP Global (ex-U.S.) Value16.47%15.32%  Federated Core International Equity10.47%9.37%
    Silchester International Value Equity16.00%14.84%  MFS International Val. Eq.10.36%9.76%
    The Boston ACWI ex-U.S. Val. Eq. Mgmt.15.90%14.91%  Aberdeen Global Equity10.34%8.94%
    DePrince, Race & Zollo Int'l Value14.95%14.08%  Silchester International Value Equity10.25%9.25%
    Tradewinds Int'l Value Eq. (ADR)12.94%12.18%  Wellington International Opportunities10.13%9.47%
    The Boston Non-U.S. Value11.85%10.95%  Tradewinds Int'l Value Eq. (ADR)10.11%9.36%
    Cheswold Lane Int'l High Dividend11.32%10.28%  Harris Assoc. International9.23%8.35%
    Voyageur International Equity11.23%10.42%  Acadian Non-U.S. Concentrated Equity9.12%
    US SA Foreign Small/

    Mid Growth

    One-year gross returnOne-year net return Five-year gross returnFive-year net return
    Denver Inv. International Small Cap23.59%22.48%  Driehaus International Small Cap Gro.18.02%17.16%
    Wasatch International Small Cap Growth22.39%21.00%  UBS Global ex-U.S. Small Cap Growth14.97%13.51%
    Lord Abbett Int'l Sm.-Cap Core Eq.18.20%16.99%  NACM International Small Cap Growth14.04%13.26%
    NACM International Small Cap Growth15.85%15.13%  Columbia Wanger International Equity13.66%12.77%
    Northern Trust Developd Int'l Sm.-Cap15.62%15.41%  UBS Global Canadian Equity Small Cap13.55%13.37%
    Columbia Wanger International Equity14.00%13.05%  Copper Rock International Small Cap13.54%12.58%
    Schroders International Small Cap13.89%13.11%  Franklin Int'l Small Cap Growth Equity12.49%16.41%
    Epoch International Small Cap12.85%11.62%  Pictet Small Cap European Core Comp.12.34%11.44%
    UBS Global Canadian Equity Small Cap12.43%12.14%  Evergreen Int'l Small Cap Equity11.78%10.57%
    Lazard LQE - EAFE Small Cap Equity11.79%10.87%  American Century Int'l Small Cap11.64%10.37%
    US SA Foreign Small/

    Mid Value

    One-year gross returnOne-year net return Five-year gross returnFive-year net return
    Brandes International Small Cap Eq.37.72%36.33%  LSV Int'l Sm.-Cap Val. Eq.12.44%11.34%
    Fuller & Thaler Int'l Small Cap32.86%32.40%  Pyramis Select International Small Cap11.87%11.03%
    Brandes International MidCap Equity22.17%21.00%  GMO Foreign Small Companies Strategy10.74%9.81%
    IVA Diversified International19.40%18.35%  Fuller & Thaler Int'l Small Cap10.37%8.62%
    Lee Munder Int'l Small Cap Equity19.03%17.70%  GMO International Small Cos. Strat.10.08%9.27%
    Morgan Stanley Int'l Small Cap19.00%17.70%  Acadian International Small Cap8.83%8.01%
    LSV Int'l Sm.-Cap Val. Eq.16.47%15.32%  Batterymarch Int'l Sm.-Cap Equity8.08%7.51%
    Advisory Research International Value15.90%14.16%  Templeton Int'l Sm.-Cap Eq.7.18%11.53%
    Philadelphia Small Cap Int'l Eq.15.42%14.98%  AXA Rosenberg International Small Cap6.86%5.80%
    Pyramis Select International Small Cap14.73%13.82%  Brandes International MidCap Equity6.61%5.54%
    US SA Global Real EstateOne-year gross returnOne-year net return
    Brookfield Global Real Estate Sec. (L/S)116.73%83.92%
    Driehaus International Realty42.37%41.98%
    EII Int'l (ex-U.S.) Real Estate Securities20.59%19.40%
    CBRE Total Return Global ex-U.S. REIT9.88%9.24%
    Forum Securities Global ex-U.S. Divers.4.91%4.03%
    Invesco Global ex-U.S. REITs4.60%3.81%
    J.P. Morgan Int'l Real Estate Securities1.96%1.12%
    EII Global Real Estate Securities1.27%0.24%
    Duff & Phelps Int'l Real Estate Inv. Trust-4.15%-5.01%
    CBRE Total Return Global REIT-FTSE-SA-5.09%-5.62%
    US SA High Yield BondOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    Dwight High Yield34.19%33.53%  Dwight High Yield9.78%9.02%
    SGI High Yield Fixed Income29.54%28.50%  Artio High Yield Strategy8.64%7.44%
    AllianceBernstein U.S. High Yield27.95%27.13%  SGI High Yield Fixed Income8.10%6.99%
    Metropolitan West High Yield Fixed Inc.24.58%24.14%  PENN Opportunistic Hi-Yield FI7.81%7.27%
    Loomis Sayles High Yield Full Discretion22.93%22.41%  RiverSource High Yield Fixed Income7.60%7.11%
    Loomis Sayles High Yield Conservative22.57%22.13%  AXA High Yield7.36%6.82%
    SSgA Active U.S. High Yield Bond Strategy22.27%21.80%  Loomis Sayles High Yield Full Discretion7.34%6.90%
    TCW High Yield Bond Management21.98%21.38%  Metropolitan West High Yield Fixed Inc.7.32%7.01%
    DCM High Yield21.55%20.95%  Wellington High Yield Bond7.21%7.16%
    FAF Advisors High Yield Bond21.25%20.62%  J.P. Morgan High Yield Bond (Columbus)6.97%6.49%
    US SA Inflation-Protected BondOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    PIMCO Real Ret. Full Authority10.64%10.07%  PIMCO Real Ret. Full Authority5.54%5.00%
    FFTW Inflation Linked Bonds U.S.7.58%7.50%  Hartford Inflation Plus5.49%5.28%
    Hartford Inflation Plus7.28%7.07%  FFTW Global Inflation Linked Bonds5.46%5.43%
    BlackRock TIPS PLUS7.19%6.76%  BlackRock TIPS PLUS5.42%5.00%
    BlackRock TIPS (Treasury Infl.-Protected)6.98%6.72%  FFTW Inflation Linked Bonds U.S.5.42%5.19%
    FFTW Global Inflation Linked Bonds6.92%6.79%  Wellington TIPS5.36%5.20%
    American Century Infl. Adjusted Bond6.53%5.96%  BlackRock TIPS (Treasury Infl.-Protected)5.21%5.00%
    Wellington TIPS6.46%6.25%  American Century Inflation Adjusted Bond5.09%4.50%
    Brown Bros. Harriman TIPS6.12%5.87%  Standish U.S. TIPS4.95%4.90%
    Standish U.S. TIPS6.01%5.93%  Brown Bros. Harriman TIPS4.89%4.68%
    US SA Intermediate GovernmentOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    Utendahl Mortgage Backed Secs.22.28%22.11%  Utendahl Mortgage Backed Secs.8.21%8.08%
    TCW Total Return MBS14.92%14.53%  Ryan Labs Long Liability Enhanced7.14%6.82%
    Ryan Labs Long Liability Enhanced13.87%13.54%  TCW Total Return MBS6.22%5.85%
    TCW Mortgage-Backed Securities13.51%13.17%  TCW Mortgage-Backed Securities6.21%5.90%
    J.P. Morgan MBS Bond (Columbus)13.46%13.25%  FFTW Mortgage6.19%5.91%
    Haverford Quality Interm. Gov't Credit10.78%10.24%  J.P. Morgan MBS Bond (Columbus)6.18%5.90%
    M.D. Sass Core Fixed Inc.10.57%10.14%  M.D. Sass Core Fixed Inc.6.10%5.71%
    FFTW Mortgage10.53%10.43%  Pugh Mortgage Strat.6.04%5.79%
    Pugh Mortgage Strat.10.43%10.18%  James Fixed Income5.91%5.47%
    Seix Mortgage Backed Security10.35%9.92%  TCW Index Plus MBS5.80%5.58%
    US SA Intermediate-

    Term Bond

    One-year gross returnOne-year net return Five-year gross returnFive-year net return
    Principal Glob. Spectrum Preferred Secs.33.46%33.12%  Delaware Multisector Fixed Inc.7.98%7.39%
    PIMCO Investment Grade Corporate24.40%23.86%  PIMCO Core Plus Total Ret. Full Auth.7.14%6.68%
    Babson Investment Grade Corporate23.18%22.93%  C.S. McKee Government Credit Fixed7.10%6.63%
    Taplin, Canida & Habacht Corp. Bond22.80%22.62%  Loomis Sayles Core Plus6.94%6.74%
    TCW Opportunistic Core Plus Fixed Inc.22.65%22.17%  PIMCO Investment Grade Corporate6.90%6.39%
    FAF Core Plus22.62%22.20%  Jennison Active Core6.90%6.73%
    FAF Core Plus Fixed Income22.62%22.20%  MFC Global U.S. Strategic Fixed Income6.87%6.49%
    Delaware Multisector Fixed Inc.21.74%21.15%  Davis Hamilton Jackson Fixed Inc. Agg.6.83%6.39%
    Loomis Sayles Core Plus21.62%21.35%  C.S. McKee Broad Government Fixed6.73%6.28%
    AllianceBernstein U.S. Inv. Grade Corps.21.12%20.67%  Janus Inst'l Core Plus Bond6.71%5.72%
    US SA Japan StockOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    Burgundy Asian (All Cap) Composite32.46%31.20%  Burgundy Asian (All Cap) Composite8.09%7.17%
    Burgundy Focus Asian Composite24.60%23.55%  Burgundy Focus Asian Composite7.66%6.75%
    AXA Rosenberg Japan Small Cap17.13%15.57%  IFDC Japan Mainstream4.16%4.16%
    Morgan Stanley Japanese Eq. Adv.8.79%8.03%  AXA Rosenberg Japan Small Cap4.03%2.51%
    IFDC Japan Mainstream7.79%7.79%  GAM Japan Equity Strategy2.21%0.78%
    GAM Japan Equity Strategy-1.50%-2.88%  Morgan Stanley Japanese Equity Value1.78%1.37%
    Principal Glob. Japanese Equity-3.57%-4.16%  Principal Glob. Japanese Equity1.30%0.66%
    Acadian Japanese Equity-4.04%-4.79%  Acadian Japanese Equity1.12%0.52%
    Morgan Stanley Japanese Equity Value-4.80%-4.80%  AXA Rosenberg Japan Broad Market Eq.0.42%-0.92%
    T. Rowe Price Japan Equity Comp.-5.85%-5.85%  T. Rowe Price Japan Equity Comp.0.19%-0.41%
    US SA Large BlendOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    Robinson Market Opportunity Comp.14.81%13.77%  Crescat Large Cap Composite12.05%
    Dblaine Large Cap Managed Account14.55%13.27%  ICC Multi-Cap Equity11.13%10.36%
    PIMCO Fundamental IndexPLUS Tot. Ret.12.97%12.07%  TIS Group U.S. All Cap10.63%9.98%
    Herzfeld Closed-End Special Situations12.77%12.52%  Thornburg International ADR WRAP9.96%8.61%
    Harris Assoc. Concentrated12.09%10.98%  Emerald Concentrated Equity8.44%6.95%
    BlackRock Eq. PLUS11.65%11.31%  MFS International Research Equity8.23%7.39%
    ELF ETF Strategy10.02%8.69%  Cascade Large Cap Value7.91%7.35%
    TIS Group U.S. All Cap9.25%8.35%  A.R. Schmeidler Large Cap Equity7.74%7.04%
    ICC Multi-Cap Equity9.04%8.38%  St. James Core Equity7.27%6.07%
    Crescat Large Cap Composite7.46%  Roosevelt All Cap Core6.99%6.16%
    US SA Large GrowthOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    Wedgewood Concentrated Lg.-Cap Gro.15.94%15.21%  MFC Global U.S. Large Cap Equity11.31%10.70%
    ICC Large Cap Growth Equity15.81%15.23%  Alger Capital Appreciation Composite10.58%9.81%
    Janus Inst'l Opportunistic Growth14.47%13.75%  Alger SRI Capital Appreciation Comp.10.07%9.54%
    Transamerica Concentrated All Cap Gro.10.43%9.49%  Aletheia Growth Portfolio9.12%8.25%
    Pyramis Focused Large Cap Growth10.30%9.49%  Janus Inst'l Opportunistic Growth9.03%8.35%
    Eagle Large Cap Growth10.22%9.90%  Epoch Global Absolute Return8.49%6.89%
    T. Rowe Price U.S. Lg. Cap Gro. Comp.9.86%9.29%  Edgewood Mgmt. Select8.03%7.41%
    Alger SRI Capital Appreciation Comp.9.85%9.20%  NB Select Equities Portfolio (SMA)7.52%4.90%
    Alger Capital Appreciation Composite9.27%8.41%  SIPCO U.S. Growth Leaders7.33%6.00%
    Westport Glob. Tactical Asset Alloc.9.24%8.03%  McComsey Earnings Revision Growth7.28%5.38%
    US SA Large ValueOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    Knightsbridge Opp. Value12.93%12.08%  Knightsbridge Opp. Value8.53%7.51%
    Wellington Opportunistic Value9.88%9.12%  Manning & Napier Yield Div.-Focus8.10%7.52%
    Morgan Stanley U.S. Value8.75%7.67%  Wasatch Large Cap Value7.02%5.82%
    Atlanta Life Large Cap Value6.47%6.10%  Cornerstone Large Cap Conc. Equity7.00%6.54%
    Brookmont Capital Dividend Equity6.18%5.78%  Graham & Dodd Large Cap Value6.98%6.81%
    Leylegian Eq. Comp.5.92%5.00%  Atlanta Life Large Cap Value6.40%6.02%
    Parametric Tax-Mgd. Core FTSE RAFI U.S. 10005.36%4.93%  CHOICE Equity Income5.98%4.54%
    Morgan Stanley U.S. Lg.-Cap Rel. Value5.31%4.32%  Diamond Hill Large Cap Equity5.89%5.39%
    PPM America Diversified Lg. Cap Value3.80%3.02%  Diamond Hill Select Equity5.88%5.11%
    Brandywine Equity Income3.76%3.06%  Loomis Sayles Focused Value5.85%5.45%
    US SA Leveraged Net LongOne-year gross returnOne-year net return
    Martingale 130/30 Large-Cap Growth14.11%13.28%
    Martingale 130/30 Large-Cap Core6.28%5.47%
    Acadian Non-U.S. Concentrated 130/305.68%3.67%
    PanAgora Dynamic Glob. Extended Alpha4.39%
    J.P. Morgan Large Cap Core 130/302.61%1.74%
    ValueWorks 125/25 Hedged2.44%1.34%
    PanAgora Dynamic Int'l Extended Alpha2.13%1.54%
    Martingale 130/30 Large-Cap Core 5001.68%1.68%
    DCM Active Extension 130/30-2.85%-3.52%
    Los Angeles Capital S&P 500 120-20-2.99%-3.27%
    US SA Long-ShortOne-year gross returnOne-year net return
    Turner Consumer Long/Short Equity14.37%
    Turner Long/Short Equity14.26%13.00%
    Acadian Non-U.S. Small-Cap Long/Short13.23%
    Turner Financial Services Long/Short10.85%
    Camden Enhanced MidCap Index0.03%-0.21%
    UBS Global Dynamic Alpha Strategy-0.43%-1.33%
    Camden Enhanced Equity Index-1.59%-2.35%
    Glenmede Long Short-2.96%-4.17%
    Mellon EB LongShort Alpha Fund-5.93%-5.93%
    AJO Dollar-Neutral Long/Short-8.27%-9.22%
    US SA Long-Term BondOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    Delaware - Long Dur. Fixed Inc.34.77%34.18%  Jennison Active Extra Long Fixed Income9.14%8.88%
    STW Long Duration33.86%33.56%  Jennison Active Long Government8.63%8.40%
    PIMCO Long Term Bond - Long Credit31.19%30.85%  Hillswick Long Duration Government8.41%7.91%
    PIMCO L/T Bond Full Authority28.31%28.01%  PIMCO L/T Bond Full Authority8.23%8.01%
    BlackRock U.S. Long Credit27.47%27.09%  NISA Long Dur. Consolidated8.16%
    Jennison Active Long Gov't/Credit27.03%26.83%  Century Mgmt. Fixed Income7.90%7.53%
    IR&M Long26.98%26.44%  Jennison Active Long Gov't/Credit7.88%7.71%
    Standish U.S. Inv. Grade Co. - Long Dur.26.76%26.38%  Standish U.S. Long Duration7.68%7.50%
    Mellon EB LT Credit Bond Index Fund26.74%26.72%  Delaware - Long Dur. Fixed Inc.7.65%7.08%
    Delaware Corp. Bond Fixed Inc.26.46%25.88%  Loomis Sayles Multi-Sector Full Disc.7.50%7.15%
    US SA Market NeutralOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    J.P. Morgan Res. Mkt. Neutral13.95%12.90%  Pyramis U.S. Equity Market Neutral8.84%8.27%
    The Boston Multi-Alpha Mkt. Neutral Eq.10.16%9.09%  Fuller & Thaler Market Neutral8.74%6.76%
    Pyramis U.S. Equity Market Neutral8.87%7.68%  The Boston Multi-Alpha Mkt. Neutral Eq.7.13%6.08%
    DWS/Deutsche AM Quant. Market Neutral6.35%  Zacks Market Neutral6.29%
    PanAgora Dynamic U.S. Eq. Mkt. Neutral1.29%  J.P. Morgan Res. Mkt. Neutral5.81%4.79%
    PanAgora Dynamic Global Market Neutral-0.05%-1.54%  Invesco Mkt. Neutral (Cash)5.35%5.04%
    Salus Market Neutral-1.41%-2.12%  SSgA U.S. Equity Market Neutral Strategy3.46%3.43%
    American Century Equity Market Neutral-1.44%  Analytic U.S. Market Neutral2.99%1.98%
    Martingale Equity Market Neutral-1.49%-2.48%  Salus Market Neutral2.85%3.36%
    Fuller & Thaler Market Neutral-1.83%-2.69%  Invesco Mkt. Neutral (Equity)2.58%2.30%
    US SA MidCap BlendOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    Pyramis Small/MidCap Core49.25%48.20%  Pyramis Small/MidCap Core15.99%15.19%
    Moloney Securities Growth43.79%  Moloney Securities Growth15.96%
    CMC Multi-Cap Core Portfolio35.24%34.25%  CMC Multi-Cap Core Portfolio12.26%11.46%
    Wellington All Cap Opportunities24.96%23.98%  Westwood Corp. SMidCap Eq.11.90%11.39%
    Scout MidCap Equity16.41%15.44%  Schafer Cullen Small Cap Value Equity9.44%8.81%
    The Boston MidCap Opportunistic Equity15.76%14.76%  Loomis Sayles Small/MidCap9.10%8.35%
    Zacks Quantitative Strategy6.31%6.33%  Transamerica Small/Mid Value9.02%8.04%
    Lazard U.S. SMID Cap Equity6.20%5.02%  Systematic SMID Cap Value8.39%7.47%
    Winslow All Cap Equity5.37%4.66%  Wellington MidCap Opportunities8.01%7.36%
    RevenueShares VTL MidCap Index5.22%4.70%  Keeley Inst'l Corp. Restructuring Sm.-Cap7.71%7.17%
    US SA MidCap GrowthOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    Morgan Stanley MidCap Growth Strategy51.30%49.89%  Morgan Stanley MidCap Growth Strategy16.30%15.12%
    Munder Internet-Related Gro.29.31%28.20%  NewSouth NSCM SMIDCap Val. Eq.11.46%10.75%
    RiverSource MidCap Growth18.84%17.88%  NewSouth NSCM Value Opps.11.07%10.23%
    King Inv. MidCap Equity14.84%13.28%  Apex SMID Growth10.07%8.99%
    Denver Inv. Concentrated MidCap Growth13.01%12.12%  Westfield MidCap Gro.9.80%9.24%
    Kornitzer MidCap Growth12.80%12.00%  CHOICE Special Opportunities9.31%7.82%
    Century SMID Growth11.08%10.05%  Alger SMidCap Growth Composite9.26%8.33%
    TCW SMID Cap Growth10.56%9.63%  Arcadia MidCap Growth9.20%3.37%
    NewSouth NSCM SMIDCap Val. Eq.9.69%8.93%  Denver Inv. Concentrated MidCap Growth9.18%8.31%
    Delaware All Cap Gro. Eq.8.95%8.25%  Southfield All Cap9.10%7.61%
    US SA MidCap ValueOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    Morgan Stanley U.S. MidCap Value25.24%24.11%  Texas First Select Value11.64%
    Hotchkis & Wiley Value Opp. Strat.24.26%23.31%  Morgan Stanley U.S. MidCap Value11.16%10.23%
    Texas First Select Value23.72%  Seizert Capital Partners MidCap Value9.02%7.96%
    The Boston MidCap Value Equity17.41%16.39%  Ceredex MidCap Value Equity8.65%7.85%
    Hotchkis & Wiley MidCap Value16.89%16.07%  Systematic MidCap Value8.22%7.42%
    Donald Smith MidCap Val. Eq.15.58%15.16%  O’Shaughnessy Market Leaders Value7.92%5.85%
    O’Shaughnessy Market Leaders Value13.34%10.15%  Donald Smith Lg.-Cap Con. Val. Eq.7.54%6.92%
    Morgan Stanley U.S. Small-MidCap Value12.85%11.03%  American Century MidCap Value7.21%6.30%
    Donald Smith Lg.-Cap Con. Val. Eq.12.57%11.78%  Speece Thorson MidCap Value Equity7.16%6.45%
    JS Large Cap Value11.89%11.48%  Kennedy MidCap Value6.89%5.98%
    US SA Moderate AllocationOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    Good Harbor Tactical Allocation73.95%  Good Harbor Tactical Allocation15.37%
    Punch Income Composite15.02%13.97%  CACH Growth8.92%
    Atalanta Sosnoff Balanced13.37%12.27%  Atalanta Sosnoff Balanced8.28%7.57%
    Calamos U.S. Opportunities Composite12.26%11.51%  A.R. Schmeidler Balanced Accounts8.05%7.31%
    Relative Value Balanced11.55%10.40%  Fiduciary Mgmt. of Milwaukee Bal. Comp.7.69%7.06%
    LMG Balanced11.32%10.07%  Harris Assoc. Equity & Income Comp.7.27%6.52%
    Westport Glob. Bal. Inst'l9.86%9.20%  Messner & Smith - Balanced6.93%5.91%
    NWQ Special Balanced9.17%8.56%  Winslow All Cap Balanced6.74%
    Santa Barbara Cons. Gro. Bal. Inst'l8.84%8.14%  WHV Large Cap Core Balanced6.71%
    Appleton Group Portfolio8.80%8.50%  Calamos U.S. Opportunities Composite6.05%5.36%
    US SA Multisector BondOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    Fifth Third Strategic Inc. Plus31.22%30.65%  Camden Enhanced Bond Index8.71%
    Camden Enhanced Bond Index27.97%  Federated Strategic Multi-Sector FI7.77%6.85%
    Wellington Inv. Grade Corporate Bond20.67%20.27%  Pioneer Core Plus Fixed Income7.59%
    PIMCO Divers. Inc. CF19.74%18.92%  PIMCO Divers. Inc. CF7.24%6.49%
    Caywood-Scholl Hybrid Fixed Income19.36%19.15%  AIG Strategic Bond Composite6.99%6.57%
    Federated Strategic Multi-Sector FI17.65%16.65%  Ryan Labs Core Liability Enhanced6.48%6.16%
    Pioneer Core Plus Fixed Income17.09%  Artio Total Return Bond Strategy6.41%5.72%
    Wellington Core Bond Plus16.67%16.28%  GW Capital Medium-grade Bond6.29%5.87%
    GW Capital Medium-grade Bond16.65%16.20%  American Century Core Fixed Income6.09%5.52%
    Mesirow Gov't/Credit FI16.45%16.06%  Caywood-Scholl Hybrid Fixed Income5.98%5.76%
    US SA Pacific/Asia

    ex-Japan Stock

    One-year gross returnOne-year net return Five-year gross returnFive-year net return
    Absolute Greater China Equity Composite58.68%57.61%  GAM Asia Equity Hedge Strategy20.86%
    Oberweis China Opportunities57.50%  T. Rowe Price Asia ex-Japan Eq. Comp.20.12%19.11%
    Absolute Asia Pac. ex-Jp (Abs. Rtn.) Comp.54.13%52.64%  Absolute Developed Asia Eq. Comp.18.54%17.92%
    T. Rowe Price Asia ex-Japan Eq. Comp.42.94%41.76%  Batterymarch Pacific Equity Portfolio17.48%16.32%
    GAM Asia Equity Hedge Strategy37.91%  Newton Pacific Basin ex-Japan Eq.17.07%16.16%
    Legg Mason Hong Kong - China Eq. Comp.30.26%28.06%  Aberdeen Asia Pacific (ex-Japan)17.03%15.59%
    Absolute Developed Asia Eq. Comp.27.54%26.88%  Martin Currie Far East ex-Japan16.13%15.60%
    Edgbaston Asia Pacific ex-Japan Equity27.39%25.82%  Principal Glob. Asian Equity ex-Japan16.03%15.32%
    Newton Pacific Basin ex-Japan Eq.26.05%25.24%  MFS Asia Pacific ex-Japan14.92%13.96%
    MFS Asia ex-Japan Equity25.40%24.35%  AXA Rosenberg Pac. ex-Japan Dev. Mkt.14.88%13.35%
    US SA Real EstateOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    Brookfield U.S. Value Income REIT-8.62%-9.06%  Brookfield U.S. Value Income REIT7.14%6.54%
    SSgA Glob. Liquid Real Estate Index-11.33%-11.65%  Morgan Stanley U.S. Real Estate7.00%6.44%
    Third Avenue Real Estate Value Equity-12.23%-13.06%  AEW U.S. Long/Short REIT Strategy6.86%5.25%
    Real Estate Mgmt. Svcs. RE Val. Port.-12.74%-13.21%  AEW U.S. Focus REIT Strategy6.39%5.83%
    Morgan Stanley U.S. Real Estate-13.39%-13.87%  FAF Real Estate Securities5.46%4.74%
    AEW U.S. Long/Short REIT Strategy-17.72%-19.53%  NB REIT5.35%4.65%
    NB REIT-20.29%-20.91%  Cornerstone U.S. REIT Total Return4.87%3.75%
    Davis Real Estate Composite-20.90%-21.33%  Urdang REIT Separate Account4.85%4.31%
    Cohen & Steers Realty Total Return-20.93%-21.55%  Principal Global Real Estate Equity Secs.4.75%4.22%
    AEW U.S. Focus REIT Strategy-21.23%-21.56%  Cohen & Steers Realty Total Return4.50%3.75%
    US SA Short GovernmentOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    PIMCO Total Return Unconstrained11.37%10.63%  PIMCO Mortgage Constrained6.02%5.81%
    BlackRock Mortgage11.33%11.02%  PIMCO Mortgage Unconstrained5.87%5.51%
    PIMCO Mortgage Unconstrained10.69%10.09%  DBF Intermediate Duration Fixed Income5.59%5.33%
    PIMCO Mortgage Constrained10.28%10.13%  BlackRock Mortgage5.39%5.12%
    DBF Intermediate Duration Fixed Income9.91%9.66%  Eagle Government Securities Inst'l5.35%4.96%
    JKMAM Index Gov't/Credit Comp.9.87%9.82%  TCW MBS Short-Intermediate5.04%4.73%
    Eagle Government Securities Inst'l8.61%8.17%  Cashen Taxable Fixed Income4.95%4.45%
    TCW MBS Short-Intermediate8.25%7.94%  M.D. Sass 2-Year FI4.89%4.51%
    Redstone Short-Intermediate Comp.7.73%7.46%  Redstone Short-Intermediate Comp.4.73%4.54%
    Lazard U.S. Dynamic Stam7.48%7.38%  Eagle Short Term Conservative Inst'l4.58%4.26%
    US SA Short-Term BondOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    Steinberg Global Short Dur. Taxable FI16.31%  Sit Inv. Short Dur. Strat.5.79%5.38%
    Goodwin Low Duration Core Plus FI16.23%15.60%  PCA Interm. Agg. Bond5.73%5.60%
    Taplin, Canida & Habacht Interm. FI13.95%13.76%  Weaver C. Barksdale Short Dur. Fixed Inc.5.61%5.44%
    Cincinnati Asset Mgmt. Short Dur. FI13.43%13.02%  Haven Capital Limited Duration5.55%5.18%
    STW Short Duration13.23%12.97%  Scout Fixed Income5.53%5.18%
    PIMCO Low Dur. Core Plus Full Auth.13.04%12.55%  SGI High Grade Fixed Income5.47%5.16%
    Frost Short Term Taxable Composite12.71%12.30%  SeaCap Inv. Short Bond5.38%5.26%
    SGI High Grade Fixed Income12.58%12.09%  Federated Interm. Dur.5.33%4.93%
    Weaver C. Barksdale Short Dur. Fixed Inc.12.12%12.02%  Boyd Watterson Intermediate Fixed Inc.5.25%5.04%
    PCA Interm. Agg. Bond12.01%11.37%  PIMCO Low Dur. Core Plus Full Auth.5.23%4.82%
    US SA Small BlendOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    Manley Small Cap Value34.73%33.44%  Manley Small Cap Value14.18%13.70%
    The Boston Small Cap Opp. Val. Eq. Mgmt.29.10%27.84%  Morgan Dempsey Small/Micro-Cap Value12.03%10.94%
    SGI Small Cap Value27.50%26.16%  The Boston Small Cap Opp. Val. Eq. Mgmt.10.65%9.56%
    The Boston SMID Cap Opp. Value25.01%23.81%  The Boston SMID Cap Opp. Value9.61%8.53%
    Brandywine Domestic Micro-Cap Equity21.33%  Vaughan Nelson Small Cap Value9.45%8.41%
    CWC Small Cap15.74%14.69%  Markston Int'l SMID Cap9.44%7.57%
    High Pointe Capital Mgmt. Sm.-Cap Eq.13.82%13.34%  Lord Abbett Micro Cap Value9.18%7.55%
    Becker Small Cap Blend Equity12.81%11.91%  C.S. McKee Small-Cap Equity8.75%7.86%
    Tieton Small Cap Value12.24%11.23%  Kennedy Capital Mgmt. Small Cap Select8.74%7.42%
    RevenueShares VTL Small Cap Index9.08%8.52%  Lord Abbett Sm.-Cap Value8.59%7.53%
    US SA Small GrowthOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    Morgan Stanley Small Company Growth38.25%37.37%  Insight Concentrated Growth33.34%
    OMT Capital Mgmt. Small/MidCap Eq. Gro.34.83%33.71%  OMT Capital Mgmt. Small/MidCap Eq. Gro.14.98%13.97%
    King Inv. Small Cap Equity30.70%29.42%  Driehaus Micro Cap Growth11.66%10.80%
    Eudaimonia Ultra Micro Cap Growth24.99%  Lord Abbett Micro Cap Growth11.49%
    Oberweis Concentrated Smid Cap Gro.19.29%18.62%  Brown Capital Small Co. Investment Svc.10.89%9.90%
    NorthPointe Focused Small Cap Growth18.32%17.30%  TCW Small Cap Growth10.55%9.63%
    William Blair Sm.-Cap Gro. Team16.93%15.75%  TIS Group U.S. Small Cap10.52%9.32%
    Century Mgmt. Small Cap Abs. Return16.60%15.03%  NewSouth NSCM Sm.-Cap Val. Eq.10.44%9.69%
    TCW Small Cap Growth15.59%14.63%  Oberweis Concentrated Smid Cap Gro.10.42%9.60%
    Pioneer U.S. Small Cap Growth Equity14.91%13.84%  Cupps Capital Small Cap Growth10.20%8.11%
    US SA Small ValueOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    Texas First Small Cap Opportunity30.97%  James Micro-Cap14.49%13.13%
    Donald Smith Sm.-Cap Val. Eq.23.77%22.98%  O'Shaughnessy S/C Value - Platform10.74%
    Harper Asset Mgmt. Small Cap20.75%20.58%  SGI Small-MidCap Value10.02%8.79%
    Donald Smith All Eq. Accounts Comp.19.03%18.29%  Morgan Stanley U.S. Small Cap Value9.70%8.28%
    Reed, Conner & Birdwell Small Cap Value15.58%14.52%  ZPR Fundamental Small Cap Value9.58%8.20%
    Donald Smith Micro Cap Val. Eq.11.71%10.42%  Fiduciary Mgmt. of Milw. Sm.-Cap Eq.8.67%8.10%
    Schneider Capital Mgmt. Val. Eq.10.83%10.36%  Texas First Small Cap Opportunity8.61%
    Morgan Stanley U.S. Small Cap Value10.28%8.81%  Natixis / Vaughan Nelson Small Val. Wrap8.35%6.96%
    O'Shaughnessy S/C Value - Platform10.25%  Donald Smith Sm.-Cap Val. Eq.8.11%7.49%
    Eubel Brady & Sutt Sm.-Cap Value9.10%8.08%  GW Capital Small Cap Value7.70%6.94%
    US SA Ultrashort BondOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    Transamerica Ultra Short Duration9.13%8.81%  FFTW Mortgage Alpha6.34%5.96%
    FFTW Mortgage Alpha5.97%5.53%  The Lara U.S. Treas Bond Mgmt. Prog.5.05%4.72%
    Federated Active Cash Broad FI Comp.5.24%4.93%  Fortis Enhanced Cash (ABN AMRO)3.95%3.77%
    Fortis Enhanced Cash (ABN AMRO)4.41%4.10%  Chandler Ultra Short Bond3.88%3.62%
    BlackRock LIBOR4.16%3.85%  Utendahl Enh. Cash Mgmt.3.86%3.75%
    Utendahl Enh. Cash Mgmt.4.08%3.92%  Fifth Third ST Mat Liq Asst Mgmt.3.81%3.59%
    Lotsoff Interm. Cap-Enh. Cash3.61%3.25%  Pacific Income Ultra Short3.79%3.50%
    Chandler Ultra Short Bond3.44%3.18%  Utendahl Cash Mgmt.3.52%3.42%
    RiverSource Currency Alpha Abs. Rtn.3.25%2.89%  UBS U.S. Enhanced Cash3.47%3.26%
    Pacific Income Ultra Short2.99%2.73%  Lotsoff Interm. Cap-Enh. Cash3.46%3.12%
    US SA World AllocationOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    IVA Diversified Global18.77%17.71%  Wellington Opportunistic Investment9.08%7.90%
    Pyrford Absolute Return18.27%17.84%  Wellington Real Asset8.71%7.74%
    Invesco Premia Plus13.52%12.90%  Calamos Global Opportunities Composite8.03%7.01%
    Wellington Opportunistic Investment11.78%10.58%  Pyrford Absolute Return7.39%6.97%
    Morgan Stanley Glob. Tact. Asset Alloc.10.70%10.48%  SSgA All International Allocation7.15%6.31%
    Calamos Global Opportunities Composite10.16%9.16%  Riverplace Capital Balanced Wealth6.63%6.93%
    Putnam Total Return7.87%7.06%  GMO Global Balanced Allocation Strategy6.52%6.02%
    Lazard Cap Alloc. Series (Glob. Non-Trad.)6.35%5.28%  Investment Protection Service Glob. Bal.5.89%4.88%
    GMO Global Balanced Allocation Strategy6.33%5.87%  GAM Diversity Strategy5.84%
    Investment Protection Service Glob. Bal.4.34%3.38%  Franklin Global Balanced4.85%
    US SA World BondOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    Evergreen Global Fixed Income, ex-U.S.22.94%  Franklin Templeton Global Multi-Sector11.85%11.59%
    Stone Harbor Global High Yield19.56%19.05%  Franklin Templeton Global Bond Plus11.54%10.67%
    PIMCO Glob. Gov't Unhedged19.27%18.66%  Capital Guardian Global High Yield FI11.48%10.60%
    Standish Global Core Plus - US$ Hedged19.06%18.71%  Mondrian Inv. Int'l Fixed Unhedged8.28%7.77%
    Capital Guardian Global High Yield FI18.87%18.06%  Mondrian Inv. Glob. Fixed Inc.8.03%7.53%
    AllianceBernstein Global ex-U.S. Plus FI18.84%18.27%  Stone Harbor Global High Yield7.94%7.46%
    Mondrian Inv. Int'l Fixed Unhedged18.83%18.25%  Evergreen Global Fixed Income, ex-U.S.7.87%
    Stone Harbor Glob. HY Comp. 70/3018.61%18.19%  Standish Non-U.S. - US$ Hedged7.61%7.28%
    AllianceBernstein Global Credit FI18.61%18.04%  Wellington Global Bond Unhedged7.42%6.95%
    Standish European Inv. Grade Corp.18.55%18.10%  Standish Global Core Plus - US$ Hedged7.38%7.04%
    US SA World StockOne-year gross returnOne-year net return Five-year gross returnFive-year net return
    ZPR International Equity Global23.14%  WHV International Equity15.45%14.25%
    Tradewinds Small/MidCap Value Equity22.74%21.72%  TCW Worldwide Opportunities15.11%
    Tradewinds All Cap22.32%21.31%  UBS Global Canada Equity13.89%13.80%
    Tradewinds Global ADR20.56%19.69%  Tradewinds Small/MidCap Value Equity13.80%12.86%
    Putnam Int'l Small Cap Core Equity19.81%18.59%  Ativo International12.37%
    Emerald Global Cycle Strat.16.17%15.32%  ZPR International Equity Global12.36%
    John Hsu Capital Glob. Top-Down Eq.15.75%15.20%  Putnam Int'l Small Cap Core Equity11.91%10.84%
    PIMCO Int'l StocksPLUS Total Return15.61%14.84%  John Hsu Capital Glob. Top-Down Eq.11.67%11.08%
    Brandes Global Small Cap Eq.15.35%14.39%  Tradewinds International Value Eq.10.46%9.75%
    Turner Concentrated Global Growth Eq.13.99%13.04%  UBS Global AM Global Innovators10.37%9.59%
    Source: Morningstar Inc.

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    December 12, 2022 page one

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