November 16, 2009 12:00 AM
Top performing managers by category: separate accounts
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| Top performing managers by category: separate accounts | ||||||
| Data are for periods ended Sept. 30, 2009. | ||||||
| US SA Conservative Allocation | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
|---|---|---|---|---|---|---|
| Janus Balanced | 16.57% | 15.94% | Â | Janus Balanced | 8.91% | 8.27% |
| Relative Absolute Return | 16.40% | 14.91% | Â | James Balanced | 6.40% | 5.80% |
| Green Inv. Mgmt. Guardian Bal. Inc. | 7.43% | 6.13% | Â | CACH Conservative Growth | 6.05% | 4.48% |
| Abner, Herrman & Brock Custom Bal. | 5.45% | 4.56% | Â | Sadoff Balanced | 5.13% | 4.15% |
| Emerald Hybrid Strategy | 5.40% | 4.59% | Â | Quantitative Advantage Glob. Bal. 40/60 | 4.83% | 3.40% |
| CACH Conservative Growth | 3.96% | 2.43% | Â | Emerald Hybrid Strategy | 4.68% | 4.01% |
| Riazzi Balanced Commission | 3.08% | 2.40% | Â | Legacy Capital Diversified Equity Bal. | 4.47% | 3.59% |
| Capstone Balanced Core | 2.11% | 1.75% | Â | Green Inv. Mgmt. Guardian Bal. Inc. | 3.69% | 2.31% |
| Green Inv. Mgmt. Guardian Cons. Bal. | 2.07% | 1.09% | Â | PIMCO StocksPlus | 3.58% | 3.41% |
| Green Inv. Mgmt. Guardian Bal. | 2.07% | 0.89% | Â | Abner, Herrman & Brock Custom Bal. | 3.28% | 2.45% |
| US SA Convertibles | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Wellesley Inv. Convertibles SA | 28.46% | Â | Calamos Global Convertible Composite | 8.50% | 7.56% | |
| Diamond Hill Strategic Income | 22.89% | 22.33% | Â | Wellesley Inv. Convertibles SA | 8.34% | |
| Clearbridge Inst'l Convertible Securities | 20.26% | 19.56% | Â | NACM U.S. Convertibles | 8.21% | 7.73% |
| Froley Revy Inv. Co. Convert Comp. | 19.76% | 19.35% | Â | Shenkman Convertible Comp. | 7.66% | 6.84% |
| Calamos Global Convertible Composite | 16.71% | 16.14% | Â | Froley Revy Inv. Co. Inv. Grade Bonds Only | 6.77% | 6.19% |
| PIMCO Convertible | 16.69% | 15.95% | Â | IR&M Inv. Grade Convert. | 5.38% | 4.93% |
| Froley Revy Inv. Co. Inv. Grade Bonds Only | 16.26% | 15.62% | Â | Gabelli Asset Mgmt. Convert. | 5.36% | 4.21% |
| Calamos Inst'l Convertible Composite | 12.85% | 12.29% | Â | Clearbridge Inst'l Convertible Securities | 5.29% | 4.72% |
| NACM U.S. Convertibles | 12.57% | 12.03% | Â | Calamos Inst'l Convertible Composite | 4.52% | 3.99% |
| IR&M Inv. Grade Convert. | 12.31% | 11.82% | Â | Transamerica Convertibles | 4.27% | 3.51% |
| US SA Currency | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| PIMCO Non-U.S. Unhedged | 22.55% | 22.18% | Â | FX Concepts Global Financial Mkts. | 16.92% | |
| TIS Splitrock Moderate | 18.18% | 16.62% | Â | FX Concepts Global Currency Prog. | 14.08% | |
| FX Concepts Global Financial Mkts. | 15.55% | Â | TIS Splitrock Moderate | 10.89% | 9.69% | |
| Putnam Alpha Currency Strategy 400bps | 7.10% | 6.66% | Â | FX Concepts Multi-Strategy Fund | 9.12% | |
| FFTW Currency Alpha | 6.43% | 5.90% | Â | Lazard Emerging Income | 8.73% | |
| Putnam Standard Currency Over. 100bps | 1.67% | 1.43% | Â | PIMCO Non-U.S. Unhedged | 7.20% | 6.79% |
| J.P. Morgan U.S. FI DollarLiquidity | 1.36% | 1.18% | Â | DWS/Deutsche AM Developed iGAP 4% | 6.41% | |
| Lazard Emerging Income | 1.35% | Â | J.P. Morgan U.S. FI DollarLiquidity | 3.71% | 3.48% | |
| Goldman Sachs Global Currency | 0.01% | Â | Goldman Sachs Global Currency | 3.68% | ||
| DWS/Deutsche AM Developed iGAP 4% | -0.53% | Â | PanAgora Fixed Inc. Long Short | 2.84% | 2.14% | |
| US SA Diversified Emerging Markets | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Morgan Stanley Emg. Mkt. Eq. Strat. | 65.99% | Â | Morgan Stanley Emg. Mkt. Eq. Strat. | 27.34% | ||
| Brandes Emerging Markets Equity | 41.18% | 39.79% | Â | WGI Global Emerging Markets | 24.87% | |
| WGI Emerging Markets-Islamic Comp. | 39.99% | 39.02% | Â | Aberdeen Emerging Markets Equity | 23.67% | 22.44% |
| FPP Fund Mgmt. Global Emerging Markets | 33.30% | Â | Barings Focused Emerging Mkts. Equity | 21.93% | 20.92% | |
| WGI Global Emerging Markets | 32.35% | Â | DCM Emerging Markets Equity | 21.92% | 20.67% | |
| Barings Focused Emerging Mkts. Equity | 29.07% | 28.12% | Â | OFII Emerging Markets Equity | 21.75% | 20.59% |
| Aberdeen Emerging Markets Equity | 28.31% | 27.06% | Â | Green Inv. Mgmt. Guardian Country | 21.69% | 20.22% |
| LSV Emg. Mkts. Val. Eq. | 28.15% | 26.89% | Â | Lazard Emerging Markets Equity | 21.20% | 20.05% |
| The Boston Emerging Markets Value | 28.08% | 26.64% | Â | Wellington Emerging Markets Equity | 20.89% | 19.89% |
| Wasatch Emerging Mkts. Small Cap SA | 27.99% | 26.52% | Â | Driehaus Emerging Markets Growth | 20.12% | |
| US SA Diversified Pacific/Asia | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| RCM Total Return Asia Equity | 30.67% | Â | RCM Total Return Asia Equity | 17.79% | ||
| RCM Asia-Pac. ex-Japan Eq. (Core Reg) | 24.08% | 22.85% | Â | RCM Asia-Pac. ex-Japan Eq. (Core Reg) | 16.08% | 15.12% |
| Aberdeen Asia Pacific Incl. Japan Eq. | 20.19% | 18.74% | Â | John Hsu Capital Int'l Top-Down Eq. | 12.91% | 11.95% |
| Oberweis Asia Opportunities | 16.79% | 14.42% | Â | Aberdeen Asia Pacific Incl. Japan Eq. | 12.33% | 10.95% |
| John Hsu Capital Int'l Top-Down Eq. | 15.36% | 14.49% | Â | NACM Pacific Rim | 11.50% | 10.62% |
| Pyrford Int'l Asia Pacific Equity | 15.00% | 14.47% | Â | Sit Inv. Pac Basin | 9.93% | 9.00% |
| Sit Inv. Pac Basin | 13.11% | 12.06% | Â | Pyrford Int'l Asia Pacific Equity | 8.63% | 8.22% |
| Nomura U.S.A. Pacific Basin Equity | 7.42% | 6.71% | Â | BlackRock Pacific Basin Equity | 7.05% | 6.42% |
| BlackRock Pacific Basin Equity | 6.56% | 5.84% | Â | Templeton Asia Pacific Eq. | 6.52% | 9.91% |
| GAM Asia-Pacific Equity | 4.00% | 2.95% | Â | Nomura U.S.A. Pacific Basin Equity | 4.93% | 4.27% |
| US SA Emerging Markets Bond | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Morgan Stanley Emg. Mkt. Debt Strat. | 33.27% | 31.86% | Â | Morgan Stanley Emg. Mkt. Debt Strat. | 13.13% | 11.97% |
| TCW Emerging Markets Fixed Income | 28.68% | 27.90% | Â | Wellington Emerging Markets Debt | 12.66% | 12.11% |
| Pyramis Emerging Market Debt | 27.33% | 26.54% | Â | MFS Emerging Markets Debt | 12.48% | 11.84% |
| Pictet Emerging Markets Debt | 26.69% | 26.69% | Â | Pictet Emerging Markets Debt | 12.33% | 11.86% |
| Wellington Emerging Markets Debt | 26.54% | 25.82% | Â | Stone Harbor EMD Total Return | 12.10% | 11.45% |
| AllianceBernstein Emerging Mkts. Debt | 25.35% | 24.58% | Â | Halbis Emerging Market Debt | 11.71% | 11.20% |
| Federated Emerging Markets Debt | 25.02% | 23.96% | Â | Prudential Fixed Inc. Emg. Mkts. Debt | 11.40% | 10.63% |
| Stone Harbor EMD Total Return | 24.10% | 23.76% | Â | Aberdeen Emerging Markets Debt Plus | 11.24% | 10.56% |
| Stone Harbor Emerging Markets Debt | 23.70% | 23.15% | Â | AllianceBernstein Emerging Mkts. Debt | 11.01% | 10.34% |
| Halbis Emerging Market Debt | 23.37% | 22.67% | Â | UBS Global Emerging Markets Debt | 10.91% | 10.09% |
| US SA Europe Stock | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Numeric Investors Europe Core | 12.71% | 11.88% | Â | AIG Emerging Europe Equity Composite | 14.96% | 13.96% |
| Liontrust Continental Europe Comp. | 11.74% | 10.97% | Â | Pictet Eastern European Equity | 14.49% | 13.43% |
| Brandes European Equity | 9.13% | 8.15% | Â | Lazard Continental Europe Equity | 10.13% | 8.18% |
| T. Rowe Price European Eq. Core Comp. | 8.49% | 7.90% | Â | Burgundy European Equity Composite | 9.67% | 8.70% |
| ICAP Euro Select Equity | 5.77% | 5.11% | Â | Acadian Europe Equity ex-U.K. | 9.58% | 8.76% |
| SSgA Europe Alpha Strategy | 5.30% | 4.45% | Â | Newton Pan European Eq. | 9.14% | 8.56% |
| Martin Currie Europe ex-U.K. | 5.27% | 4.52% | Â | Martin Currie Europe ex-U.K. | 9.12% | 8.58% |
| Acadian Europe Equity ex-U.K. | 4.98% | 4.14% | Â | Numeric Investors Europe Core | 8.96% | 8.19% |
| Lazard Pan European Equity | 4.58% | 3.63% | Â | MFS European Equity | 8.85% | 8.03% |
| Pictet Eastern European Equity | 4.53% | 3.68% | Â | T. Rowe Price European Eq. Core Comp. | 8.51% | 7.92% |
| US SA Foreign Large Blend | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| SSgA Emerging Markets Index Plus | 16.79% | 16.18% | Â | Quantitative Advantage Int'l Mgr. | 18.28% | |
| UBS Global (ex-U.S.) ACWI Equity | 15.77% | 14.83% | Â | EARNEST International Equity | 14.68% | 13.79% |
| Evergreen MWCM Int'l Core Value | 14.81% | 13.74% | Â | Acadian Non-U.S. ADR Equity | 13.33% | 12.50% |
| EARNEST International Equity | 12.01% | 10.59% | Â | Renaissance International | 12.51% | 11.90% |
| Matterhorn International Equity | 11.84% | 10.88% | Â | Thomas White International Equity | 12.14% | 11.14% |
| MFS International Concentrated Equity | 11.81% | 10.87% | Â | Barings Focused International Plus Eq. | 10.82% | 10.02% |
| Brown Capital International Equity | 11.55% | 11.12% | Â | Scout International Equity ADR | 10.24% | 9.37% |
| Lord Abbett Int'l Core Equity Comp. | 11.06% | 10.15% | Â | Barings Active/Passive ACWI ex-U.S. Eq. | 9.80% | 9.47% |
| Fisher Foreign Equity Focused | 10.94% | 10.58% | Â | SDI International Equity | 9.75% | 9.17% |
| Herzfeld Foreign Closed-End | 10.85% | 9.92% | Â | Newton Global Opportunities | 9.41% | 8.51% |
| US SA Foreign Large Growth | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| HGK International Equity | 18.57% | 17.42% | Â | Janus Inst'l International Equity | 14.21% | 13.39% |
| Morgan Stanley Int'l Growth | 15.32% | 13.83% | Â | Driehaus International Discovery | 11.29% | 9.40% |
| Janus Inst'l Concentrated Int'l Equity | 11.98% | 11.23% | Â | Aletheia International Growth | 11.29% | 10.21% |
| Gabelli Asset Mgmt. Int'l Gro. | 10.49% | 9.61% | Â | Morgan Stanley Int'l Growth | 10.77% | 9.38% |
| Calamos International Growth Composite | 10.49% | 9.42% | Â | Thornburg International Equity Strategy | 10.68% | 9.48% |
| Janus Inst'l International Equity | 10.44% | 9.73% | Â | Scout International Equity | 10.61% | 9.73% |
| OFII International Equity | 9.16% | 8.37% | Â | UBS Global ex-U.S. All Cap Growth | 10.04% | 9.20% |
| MFS International Growth Equity | 8.81% | 8.00% | Â | MFS International Growth Equity | 9.94% | 8.29% |
| Walter Scott Int'l (EAFE) Equity | 8.77% | 8.70% | Â | Thornburg International ADR Strategy | 9.77% | 9.02% |
| Federated Non-U.S. Eq. | 8.33% | 7.26% | Â | Walter Scott Int'l (EAFE) Equity | 9.51% | 9.42% |
| US SA Foreign Large Value | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Sky Investment Overseas Equity | 19.72% | 18.78% | Â | NFJ Inv. International Value | 12.00% | 10.99% |
| Harris Assoc. International | 19.33% | 18.31% | Â | Aberdeen EAFE Plus Equity | 10.79% | 10.22% |
| Schroders QEP Global (ex-U.S.) Value | 16.47% | 15.32% | Â | Federated Core International Equity | 10.47% | 9.37% |
| Silchester International Value Equity | 16.00% | 14.84% | Â | MFS International Val. Eq. | 10.36% | 9.76% |
| The Boston ACWI ex-U.S. Val. Eq. Mgmt. | 15.90% | 14.91% | Â | Aberdeen Global Equity | 10.34% | 8.94% |
| DePrince, Race & Zollo Int'l Value | 14.95% | 14.08% | Â | Silchester International Value Equity | 10.25% | 9.25% |
| Tradewinds Int'l Value Eq. (ADR) | 12.94% | 12.18% | Â | Wellington International Opportunities | 10.13% | 9.47% |
| The Boston Non-U.S. Value | 11.85% | 10.95% | Â | Tradewinds Int'l Value Eq. (ADR) | 10.11% | 9.36% |
| Cheswold Lane Int'l High Dividend | 11.32% | 10.28% | Â | Harris Assoc. International | 9.23% | 8.35% |
| Voyageur International Equity | 11.23% | 10.42% | Â | Acadian Non-U.S. Concentrated Equity | 9.12% | |
| US SA Foreign Small/ Mid Growth | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Denver Inv. International Small Cap | 23.59% | 22.48% | Â | Driehaus International Small Cap Gro. | 18.02% | 17.16% |
| Wasatch International Small Cap Growth | 22.39% | 21.00% | Â | UBS Global ex-U.S. Small Cap Growth | 14.97% | 13.51% |
| Lord Abbett Int'l Sm.-Cap Core Eq. | 18.20% | 16.99% | Â | NACM International Small Cap Growth | 14.04% | 13.26% |
| NACM International Small Cap Growth | 15.85% | 15.13% | Â | Columbia Wanger International Equity | 13.66% | 12.77% |
| Northern Trust Developd Int'l Sm.-Cap | 15.62% | 15.41% | Â | UBS Global Canadian Equity Small Cap | 13.55% | 13.37% |
| Columbia Wanger International Equity | 14.00% | 13.05% | Â | Copper Rock International Small Cap | 13.54% | 12.58% |
| Schroders International Small Cap | 13.89% | 13.11% | Â | Franklin Int'l Small Cap Growth Equity | 12.49% | 16.41% |
| Epoch International Small Cap | 12.85% | 11.62% | Â | Pictet Small Cap European Core Comp. | 12.34% | 11.44% |
| UBS Global Canadian Equity Small Cap | 12.43% | 12.14% | Â | Evergreen Int'l Small Cap Equity | 11.78% | 10.57% |
| Lazard LQE - EAFE Small Cap Equity | 11.79% | 10.87% | Â | American Century Int'l Small Cap | 11.64% | 10.37% |
| US SA Foreign Small/ Mid Value | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Brandes International Small Cap Eq. | 37.72% | 36.33% | Â | LSV Int'l Sm.-Cap Val. Eq. | 12.44% | 11.34% |
| Fuller & Thaler Int'l Small Cap | 32.86% | 32.40% | Â | Pyramis Select International Small Cap | 11.87% | 11.03% |
| Brandes International MidCap Equity | 22.17% | 21.00% | Â | GMO Foreign Small Companies Strategy | 10.74% | 9.81% |
| IVA Diversified International | 19.40% | 18.35% | Â | Fuller & Thaler Int'l Small Cap | 10.37% | 8.62% |
| Lee Munder Int'l Small Cap Equity | 19.03% | 17.70% | Â | GMO International Small Cos. Strat. | 10.08% | 9.27% |
| Morgan Stanley Int'l Small Cap | 19.00% | 17.70% | Â | Acadian International Small Cap | 8.83% | 8.01% |
| LSV Int'l Sm.-Cap Val. Eq. | 16.47% | 15.32% | Â | Batterymarch Int'l Sm.-Cap Equity | 8.08% | 7.51% |
| Advisory Research International Value | 15.90% | 14.16% | Â | Templeton Int'l Sm.-Cap Eq. | 7.18% | 11.53% |
| Philadelphia Small Cap Int'l Eq. | 15.42% | 14.98% | Â | AXA Rosenberg International Small Cap | 6.86% | 5.80% |
| Pyramis Select International Small Cap | 14.73% | 13.82% | Â | Brandes International MidCap Equity | 6.61% | 5.54% |
| US SA Global Real Estate | One-year gross return | One-year net return | ||||
| Brookfield Global Real Estate Sec. (L/S) | 116.73% | 83.92% | ||||
| Driehaus International Realty | 42.37% | 41.98% | ||||
| EII Int'l (ex-U.S.) Real Estate Securities | 20.59% | 19.40% | ||||
| CBRE Total Return Global ex-U.S. REIT | 9.88% | 9.24% | ||||
| Forum Securities Global ex-U.S. Divers. | 4.91% | 4.03% | ||||
| Invesco Global ex-U.S. REITs | 4.60% | 3.81% | ||||
| J.P. Morgan Int'l Real Estate Securities | 1.96% | 1.12% | ||||
| EII Global Real Estate Securities | 1.27% | 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 Bond | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Dwight High Yield | 34.19% | 33.53% | Â | Dwight High Yield | 9.78% | 9.02% |
| SGI High Yield Fixed Income | 29.54% | 28.50% | Â | Artio High Yield Strategy | 8.64% | 7.44% |
| AllianceBernstein U.S. High Yield | 27.95% | 27.13% | Â | SGI High Yield Fixed Income | 8.10% | 6.99% |
| Metropolitan West High Yield Fixed Inc. | 24.58% | 24.14% | Â | PENN Opportunistic Hi-Yield FI | 7.81% | 7.27% |
| Loomis Sayles High Yield Full Discretion | 22.93% | 22.41% | Â | RiverSource High Yield Fixed Income | 7.60% | 7.11% |
| Loomis Sayles High Yield Conservative | 22.57% | 22.13% | Â | AXA High Yield | 7.36% | 6.82% |
| SSgA Active U.S. High Yield Bond Strategy | 22.27% | 21.80% | Â | Loomis Sayles High Yield Full Discretion | 7.34% | 6.90% |
| TCW High Yield Bond Management | 21.98% | 21.38% | Â | Metropolitan West High Yield Fixed Inc. | 7.32% | 7.01% |
| DCM High Yield | 21.55% | 20.95% | Â | Wellington High Yield Bond | 7.21% | 7.16% |
| FAF Advisors High Yield Bond | 21.25% | 20.62% | Â | J.P. Morgan High Yield Bond (Columbus) | 6.97% | 6.49% |
| US SA Inflation-Protected Bond | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| PIMCO Real Ret. Full Authority | 10.64% | 10.07% | Â | PIMCO Real Ret. Full Authority | 5.54% | 5.00% |
| FFTW Inflation Linked Bonds U.S. | 7.58% | 7.50% | Â | Hartford Inflation Plus | 5.49% | 5.28% |
| Hartford Inflation Plus | 7.28% | 7.07% | Â | FFTW Global Inflation Linked Bonds | 5.46% | 5.43% |
| BlackRock TIPS PLUS | 7.19% | 6.76% | Â | BlackRock TIPS PLUS | 5.42% | 5.00% |
| BlackRock TIPS (Treasury Infl.-Protected) | 6.98% | 6.72% | Â | FFTW Inflation Linked Bonds U.S. | 5.42% | 5.19% |
| FFTW Global Inflation Linked Bonds | 6.92% | 6.79% | Â | Wellington TIPS | 5.36% | 5.20% |
| American Century Infl. Adjusted Bond | 6.53% | 5.96% | Â | BlackRock TIPS (Treasury Infl.-Protected) | 5.21% | 5.00% |
| Wellington TIPS | 6.46% | 6.25% | Â | American Century Inflation Adjusted Bond | 5.09% | 4.50% |
| Brown Bros. Harriman TIPS | 6.12% | 5.87% | Â | Standish U.S. TIPS | 4.95% | 4.90% |
| Standish U.S. TIPS | 6.01% | 5.93% | Â | Brown Bros. Harriman TIPS | 4.89% | 4.68% |
| US SA Intermediate Government | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Utendahl Mortgage Backed Secs. | 22.28% | 22.11% | Â | Utendahl Mortgage Backed Secs. | 8.21% | 8.08% |
| TCW Total Return MBS | 14.92% | 14.53% | Â | Ryan Labs Long Liability Enhanced | 7.14% | 6.82% |
| Ryan Labs Long Liability Enhanced | 13.87% | 13.54% | Â | TCW Total Return MBS | 6.22% | 5.85% |
| TCW Mortgage-Backed Securities | 13.51% | 13.17% | Â | TCW Mortgage-Backed Securities | 6.21% | 5.90% |
| J.P. Morgan MBS Bond (Columbus) | 13.46% | 13.25% | Â | FFTW Mortgage | 6.19% | 5.91% |
| Haverford Quality Interm. Gov't Credit | 10.78% | 10.24% | Â | J.P. Morgan MBS Bond (Columbus) | 6.18% | 5.90% |
| M.D. Sass Core Fixed Inc. | 10.57% | 10.14% | Â | M.D. Sass Core Fixed Inc. | 6.10% | 5.71% |
| FFTW Mortgage | 10.53% | 10.43% | Â | Pugh Mortgage Strat. | 6.04% | 5.79% |
| Pugh Mortgage Strat. | 10.43% | 10.18% | Â | James Fixed Income | 5.91% | 5.47% |
| Seix Mortgage Backed Security | 10.35% | 9.92% | Â | TCW Index Plus MBS | 5.80% | 5.58% |
| US SA Intermediate- Term Bond | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Principal Glob. Spectrum Preferred Secs. | 33.46% | 33.12% | Â | Delaware Multisector Fixed Inc. | 7.98% | 7.39% |
| PIMCO Investment Grade Corporate | 24.40% | 23.86% | Â | PIMCO Core Plus Total Ret. Full Auth. | 7.14% | 6.68% |
| Babson Investment Grade Corporate | 23.18% | 22.93% | Â | C.S. McKee Government Credit Fixed | 7.10% | 6.63% |
| Taplin, Canida & Habacht Corp. Bond | 22.80% | 22.62% | Â | Loomis Sayles Core Plus | 6.94% | 6.74% |
| TCW Opportunistic Core Plus Fixed Inc. | 22.65% | 22.17% | Â | PIMCO Investment Grade Corporate | 6.90% | 6.39% |
| FAF Core Plus | 22.62% | 22.20% | Â | Jennison Active Core | 6.90% | 6.73% |
| FAF Core Plus Fixed Income | 22.62% | 22.20% | Â | MFC Global U.S. Strategic Fixed Income | 6.87% | 6.49% |
| Delaware Multisector Fixed Inc. | 21.74% | 21.15% | Â | Davis Hamilton Jackson Fixed Inc. Agg. | 6.83% | 6.39% |
| Loomis Sayles Core Plus | 21.62% | 21.35% | Â | C.S. McKee Broad Government Fixed | 6.73% | 6.28% |
| AllianceBernstein U.S. Inv. Grade Corps. | 21.12% | 20.67% | Â | Janus Inst'l Core Plus Bond | 6.71% | 5.72% |
| US SA Japan Stock | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Burgundy Asian (All Cap) Composite | 32.46% | 31.20% | Â | Burgundy Asian (All Cap) Composite | 8.09% | 7.17% |
| Burgundy Focus Asian Composite | 24.60% | 23.55% | Â | Burgundy Focus Asian Composite | 7.66% | 6.75% |
| AXA Rosenberg Japan Small Cap | 17.13% | 15.57% | Â | IFDC Japan Mainstream | 4.16% | 4.16% |
| Morgan Stanley Japanese Eq. Adv. | 8.79% | 8.03% | Â | AXA Rosenberg Japan Small Cap | 4.03% | 2.51% |
| IFDC Japan Mainstream | 7.79% | 7.79% | Â | GAM Japan Equity Strategy | 2.21% | 0.78% |
| GAM Japan Equity Strategy | -1.50% | -2.88% | Â | Morgan Stanley Japanese Equity Value | 1.78% | 1.37% |
| Principal Glob. Japanese Equity | -3.57% | -4.16% | Â | Principal Glob. Japanese Equity | 1.30% | 0.66% |
| Acadian Japanese Equity | -4.04% | -4.79% | Â | Acadian Japanese Equity | 1.12% | 0.52% |
| Morgan Stanley Japanese Equity Value | -4.80% | -4.80% | Â | AXA Rosenberg Japan Broad Market Eq. | 0.42% | -0.92% |
| T. Rowe Price Japan Equity Comp. | -5.85% | -5.85% | Â | T. Rowe Price Japan Equity Comp. | 0.19% | -0.41% |
| US SA Large Blend | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Robinson Market Opportunity Comp. | 14.81% | 13.77% | Â | Crescat Large Cap Composite | 12.05% | |
| Dblaine Large Cap Managed Account | 14.55% | 13.27% | Â | ICC Multi-Cap Equity | 11.13% | 10.36% |
| PIMCO Fundamental IndexPLUS Tot. Ret. | 12.97% | 12.07% | Â | TIS Group U.S. All Cap | 10.63% | 9.98% |
| Herzfeld Closed-End Special Situations | 12.77% | 12.52% | Â | Thornburg International ADR WRAP | 9.96% | 8.61% |
| Harris Assoc. Concentrated | 12.09% | 10.98% | Â | Emerald Concentrated Equity | 8.44% | 6.95% |
| BlackRock Eq. PLUS | 11.65% | 11.31% | Â | MFS International Research Equity | 8.23% | 7.39% |
| ELF ETF Strategy | 10.02% | 8.69% | Â | Cascade Large Cap Value | 7.91% | 7.35% |
| TIS Group U.S. All Cap | 9.25% | 8.35% | Â | A.R. Schmeidler Large Cap Equity | 7.74% | 7.04% |
| ICC Multi-Cap Equity | 9.04% | 8.38% | Â | St. James Core Equity | 7.27% | 6.07% |
| Crescat Large Cap Composite | 7.46% | Â | Roosevelt All Cap Core | 6.99% | 6.16% | |
| US SA Large Growth | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Wedgewood Concentrated Lg.-Cap Gro. | 15.94% | 15.21% | Â | MFC Global U.S. Large Cap Equity | 11.31% | 10.70% |
| ICC Large Cap Growth Equity | 15.81% | 15.23% | Â | Alger Capital Appreciation Composite | 10.58% | 9.81% |
| Janus Inst'l Opportunistic Growth | 14.47% | 13.75% | Â | Alger SRI Capital Appreciation Comp. | 10.07% | 9.54% |
| Transamerica Concentrated All Cap Gro. | 10.43% | 9.49% | Â | Aletheia Growth Portfolio | 9.12% | 8.25% |
| Pyramis Focused Large Cap Growth | 10.30% | 9.49% | Â | Janus Inst'l Opportunistic Growth | 9.03% | 8.35% |
| Eagle Large Cap Growth | 10.22% | 9.90% | Â | Epoch Global Absolute Return | 8.49% | 6.89% |
| T. Rowe Price U.S. Lg. Cap Gro. Comp. | 9.86% | 9.29% | Â | Edgewood Mgmt. Select | 8.03% | 7.41% |
| Alger SRI Capital Appreciation Comp. | 9.85% | 9.20% | Â | NB Select Equities Portfolio (SMA) | 7.52% | 4.90% |
| Alger Capital Appreciation Composite | 9.27% | 8.41% | Â | SIPCO U.S. Growth Leaders | 7.33% | 6.00% |
| Westport Glob. Tactical Asset Alloc. | 9.24% | 8.03% | Â | McComsey Earnings Revision Growth | 7.28% | 5.38% |
| US SA Large Value | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Knightsbridge Opp. Value | 12.93% | 12.08% | Â | Knightsbridge Opp. Value | 8.53% | 7.51% |
| Wellington Opportunistic Value | 9.88% | 9.12% | Â | Manning & Napier Yield Div.-Focus | 8.10% | 7.52% |
| Morgan Stanley U.S. Value | 8.75% | 7.67% | Â | Wasatch Large Cap Value | 7.02% | 5.82% |
| Atlanta Life Large Cap Value | 6.47% | 6.10% | Â | Cornerstone Large Cap Conc. Equity | 7.00% | 6.54% |
| Brookmont Capital Dividend Equity | 6.18% | 5.78% | Â | Graham & Dodd Large Cap Value | 6.98% | 6.81% |
| Leylegian Eq. Comp. | 5.92% | 5.00% | Â | Atlanta Life Large Cap Value | 6.40% | 6.02% |
| Parametric Tax-Mgd. Core FTSE RAFI U.S. 1000 | 5.36% | 4.93% | Â | CHOICE Equity Income | 5.98% | 4.54% |
| Morgan Stanley U.S. Lg.-Cap Rel. Value | 5.31% | 4.32% | Â | Diamond Hill Large Cap Equity | 5.89% | 5.39% |
| PPM America Diversified Lg. Cap Value | 3.80% | 3.02% | Â | Diamond Hill Select Equity | 5.88% | 5.11% |
| Brandywine Equity Income | 3.76% | 3.06% | Â | Loomis Sayles Focused Value | 5.85% | 5.45% |
| US SA Leveraged Net Long | One-year gross return | One-year net return | ||||
| Martingale 130/30 Large-Cap Growth | 14.11% | 13.28% | ||||
| Martingale 130/30 Large-Cap Core | 6.28% | 5.47% | ||||
| Acadian Non-U.S. Concentrated 130/30 | 5.68% | 3.67% | ||||
| PanAgora Dynamic Glob. Extended Alpha | 4.39% | |||||
| J.P. Morgan Large Cap Core 130/30 | 2.61% | 1.74% | ||||
| ValueWorks 125/25 Hedged | 2.44% | 1.34% | ||||
| PanAgora Dynamic Int'l Extended Alpha | 2.13% | 1.54% | ||||
| Martingale 130/30 Large-Cap Core 500 | 1.68% | 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-Short | One-year gross return | One-year net return | ||||
| Turner Consumer Long/Short Equity | 14.37% | |||||
| Turner Long/Short Equity | 14.26% | 13.00% | ||||
| Acadian Non-U.S. Small-Cap Long/Short | 13.23% | |||||
| Turner Financial Services Long/Short | 10.85% | |||||
| Camden Enhanced MidCap Index | 0.03% | -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 Bond | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Delaware - Long Dur. Fixed Inc. | 34.77% | 34.18% | Â | Jennison Active Extra Long Fixed Income | 9.14% | 8.88% |
| STW Long Duration | 33.86% | 33.56% | Â | Jennison Active Long Government | 8.63% | 8.40% |
| PIMCO Long Term Bond - Long Credit | 31.19% | 30.85% | Â | Hillswick Long Duration Government | 8.41% | 7.91% |
| PIMCO L/T Bond Full Authority | 28.31% | 28.01% | Â | PIMCO L/T Bond Full Authority | 8.23% | 8.01% |
| BlackRock U.S. Long Credit | 27.47% | 27.09% | Â | NISA Long Dur. Consolidated | 8.16% | |
| Jennison Active Long Gov't/Credit | 27.03% | 26.83% | Â | Century Mgmt. Fixed Income | 7.90% | 7.53% |
| IR&M Long | 26.98% | 26.44% | Â | Jennison Active Long Gov't/Credit | 7.88% | 7.71% |
| Standish U.S. Inv. Grade Co. - Long Dur. | 26.76% | 26.38% | Â | Standish U.S. Long Duration | 7.68% | 7.50% |
| Mellon EB LT Credit Bond Index Fund | 26.74% | 26.72% | Â | Delaware - Long Dur. Fixed Inc. | 7.65% | 7.08% |
| Delaware Corp. Bond Fixed Inc. | 26.46% | 25.88% | Â | Loomis Sayles Multi-Sector Full Disc. | 7.50% | 7.15% |
| US SA Market Neutral | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| J.P. Morgan Res. Mkt. Neutral | 13.95% | 12.90% | Â | Pyramis U.S. Equity Market Neutral | 8.84% | 8.27% |
| The Boston Multi-Alpha Mkt. Neutral Eq. | 10.16% | 9.09% | Â | Fuller & Thaler Market Neutral | 8.74% | 6.76% |
| Pyramis U.S. Equity Market Neutral | 8.87% | 7.68% | Â | The Boston Multi-Alpha Mkt. Neutral Eq. | 7.13% | 6.08% |
| DWS/Deutsche AM Quant. Market Neutral | 6.35% | Â | Zacks Market Neutral | 6.29% | ||
| PanAgora Dynamic U.S. Eq. Mkt. Neutral | 1.29% | Â | J.P. Morgan Res. Mkt. Neutral | 5.81% | 4.79% | |
| PanAgora Dynamic Global Market Neutral | -0.05% | -1.54% | Â | Invesco Mkt. Neutral (Cash) | 5.35% | 5.04% |
| Salus Market Neutral | -1.41% | -2.12% | Â | SSgA U.S. Equity Market Neutral Strategy | 3.46% | 3.43% |
| American Century Equity Market Neutral | -1.44% | Â | Analytic U.S. Market Neutral | 2.99% | 1.98% | |
| Martingale Equity Market Neutral | -1.49% | -2.48% | Â | Salus Market Neutral | 2.85% | 3.36% |
| Fuller & Thaler Market Neutral | -1.83% | -2.69% | Â | Invesco Mkt. Neutral (Equity) | 2.58% | 2.30% |
| US SA MidCap Blend | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Pyramis Small/MidCap Core | 49.25% | 48.20% | Â | Pyramis Small/MidCap Core | 15.99% | 15.19% |
| Moloney Securities Growth | 43.79% | Â | Moloney Securities Growth | 15.96% | ||
| CMC Multi-Cap Core Portfolio | 35.24% | 34.25% | Â | CMC Multi-Cap Core Portfolio | 12.26% | 11.46% |
| Wellington All Cap Opportunities | 24.96% | 23.98% | Â | Westwood Corp. SMidCap Eq. | 11.90% | 11.39% |
| Scout MidCap Equity | 16.41% | 15.44% | Â | Schafer Cullen Small Cap Value Equity | 9.44% | 8.81% |
| The Boston MidCap Opportunistic Equity | 15.76% | 14.76% | Â | Loomis Sayles Small/MidCap | 9.10% | 8.35% |
| Zacks Quantitative Strategy | 6.31% | 6.33% | Â | Transamerica Small/Mid Value | 9.02% | 8.04% |
| Lazard U.S. SMID Cap Equity | 6.20% | 5.02% | Â | Systematic SMID Cap Value | 8.39% | 7.47% |
| Winslow All Cap Equity | 5.37% | 4.66% | Â | Wellington MidCap Opportunities | 8.01% | 7.36% |
| RevenueShares VTL MidCap Index | 5.22% | 4.70% | Â | Keeley Inst'l Corp. Restructuring Sm.-Cap | 7.71% | 7.17% |
| US SA MidCap Growth | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Morgan Stanley MidCap Growth Strategy | 51.30% | 49.89% | Â | Morgan Stanley MidCap Growth Strategy | 16.30% | 15.12% |
| Munder Internet-Related Gro. | 29.31% | 28.20% | Â | NewSouth NSCM SMIDCap Val. Eq. | 11.46% | 10.75% |
| RiverSource MidCap Growth | 18.84% | 17.88% | Â | NewSouth NSCM Value Opps. | 11.07% | 10.23% |
| King Inv. MidCap Equity | 14.84% | 13.28% | Â | Apex SMID Growth | 10.07% | 8.99% |
| Denver Inv. Concentrated MidCap Growth | 13.01% | 12.12% | Â | Westfield MidCap Gro. | 9.80% | 9.24% |
| Kornitzer MidCap Growth | 12.80% | 12.00% | Â | CHOICE Special Opportunities | 9.31% | 7.82% |
| Century SMID Growth | 11.08% | 10.05% | Â | Alger SMidCap Growth Composite | 9.26% | 8.33% |
| TCW SMID Cap Growth | 10.56% | 9.63% | Â | Arcadia MidCap Growth | 9.20% | 3.37% |
| NewSouth NSCM SMIDCap Val. Eq. | 9.69% | 8.93% | Â | Denver Inv. Concentrated MidCap Growth | 9.18% | 8.31% |
| Delaware All Cap Gro. Eq. | 8.95% | 8.25% | Â | Southfield All Cap | 9.10% | 7.61% |
| US SA MidCap Value | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Morgan Stanley U.S. MidCap Value | 25.24% | 24.11% | Â | Texas First Select Value | 11.64% | |
| Hotchkis & Wiley Value Opp. Strat. | 24.26% | 23.31% | Â | Morgan Stanley U.S. MidCap Value | 11.16% | 10.23% |
| Texas First Select Value | 23.72% | Â | Seizert Capital Partners MidCap Value | 9.02% | 7.96% | |
| The Boston MidCap Value Equity | 17.41% | 16.39% | Â | Ceredex MidCap Value Equity | 8.65% | 7.85% |
| Hotchkis & Wiley MidCap Value | 16.89% | 16.07% | Â | Systematic MidCap Value | 8.22% | 7.42% |
| Donald Smith MidCap Val. Eq. | 15.58% | 15.16% |  | O’Shaughnessy Market Leaders Value | 7.92% | 5.85% |
| O’Shaughnessy Market Leaders Value | 13.34% | 10.15% |  | Donald Smith Lg.-Cap Con. Val. Eq. | 7.54% | 6.92% |
| Morgan Stanley U.S. Small-MidCap Value | 12.85% | 11.03% | Â | American Century MidCap Value | 7.21% | 6.30% |
| Donald Smith Lg.-Cap Con. Val. Eq. | 12.57% | 11.78% | Â | Speece Thorson MidCap Value Equity | 7.16% | 6.45% |
| JS Large Cap Value | 11.89% | 11.48% | Â | Kennedy MidCap Value | 6.89% | 5.98% |
| US SA Moderate Allocation | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Good Harbor Tactical Allocation | 73.95% | Â | Good Harbor Tactical Allocation | 15.37% | ||
| Punch Income Composite | 15.02% | 13.97% | Â | CACH Growth | 8.92% | |
| Atalanta Sosnoff Balanced | 13.37% | 12.27% | Â | Atalanta Sosnoff Balanced | 8.28% | 7.57% |
| Calamos U.S. Opportunities Composite | 12.26% | 11.51% | Â | A.R. Schmeidler Balanced Accounts | 8.05% | 7.31% |
| Relative Value Balanced | 11.55% | 10.40% | Â | Fiduciary Mgmt. of Milwaukee Bal. Comp. | 7.69% | 7.06% |
| LMG Balanced | 11.32% | 10.07% | Â | Harris Assoc. Equity & Income Comp. | 7.27% | 6.52% |
| Westport Glob. Bal. Inst'l | 9.86% | 9.20% | Â | Messner & Smith - Balanced | 6.93% | 5.91% |
| NWQ Special Balanced | 9.17% | 8.56% | Â | Winslow All Cap Balanced | 6.74% | |
| Santa Barbara Cons. Gro. Bal. Inst'l | 8.84% | 8.14% | Â | WHV Large Cap Core Balanced | 6.71% | |
| Appleton Group Portfolio | 8.80% | 8.50% | Â | Calamos U.S. Opportunities Composite | 6.05% | 5.36% |
| US SA Multisector Bond | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Fifth Third Strategic Inc. Plus | 31.22% | 30.65% | Â | Camden Enhanced Bond Index | 8.71% | |
| Camden Enhanced Bond Index | 27.97% | Â | Federated Strategic Multi-Sector FI | 7.77% | 6.85% | |
| Wellington Inv. Grade Corporate Bond | 20.67% | 20.27% | Â | Pioneer Core Plus Fixed Income | 7.59% | |
| PIMCO Divers. Inc. CF | 19.74% | 18.92% | Â | PIMCO Divers. Inc. CF | 7.24% | 6.49% |
| Caywood-Scholl Hybrid Fixed Income | 19.36% | 19.15% | Â | AIG Strategic Bond Composite | 6.99% | 6.57% |
| Federated Strategic Multi-Sector FI | 17.65% | 16.65% | Â | Ryan Labs Core Liability Enhanced | 6.48% | 6.16% |
| Pioneer Core Plus Fixed Income | 17.09% | Â | Artio Total Return Bond Strategy | 6.41% | 5.72% | |
| Wellington Core Bond Plus | 16.67% | 16.28% | Â | GW Capital Medium-grade Bond | 6.29% | 5.87% |
| GW Capital Medium-grade Bond | 16.65% | 16.20% | Â | American Century Core Fixed Income | 6.09% | 5.52% |
| Mesirow Gov't/Credit FI | 16.45% | 16.06% | Â | Caywood-Scholl Hybrid Fixed Income | 5.98% | 5.76% |
| US SA Pacific/Asia ex-Japan Stock | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Absolute Greater China Equity Composite | 58.68% | 57.61% | Â | GAM Asia Equity Hedge Strategy | 20.86% | |
| Oberweis China Opportunities | 57.50% | Â | T. Rowe Price Asia ex-Japan Eq. Comp. | 20.12% | 19.11% | |
| Absolute Asia Pac. ex-Jp (Abs. Rtn.) Comp. | 54.13% | 52.64% | Â | Absolute Developed Asia Eq. Comp. | 18.54% | 17.92% |
| T. Rowe Price Asia ex-Japan Eq. Comp. | 42.94% | 41.76% | Â | Batterymarch Pacific Equity Portfolio | 17.48% | 16.32% |
| GAM Asia Equity Hedge Strategy | 37.91% | Â | Newton Pacific Basin ex-Japan Eq. | 17.07% | 16.16% | |
| Legg Mason Hong Kong - China Eq. Comp. | 30.26% | 28.06% | Â | Aberdeen Asia Pacific (ex-Japan) | 17.03% | 15.59% |
| Absolute Developed Asia Eq. Comp. | 27.54% | 26.88% | Â | Martin Currie Far East ex-Japan | 16.13% | 15.60% |
| Edgbaston Asia Pacific ex-Japan Equity | 27.39% | 25.82% | Â | Principal Glob. Asian Equity ex-Japan | 16.03% | 15.32% |
| Newton Pacific Basin ex-Japan Eq. | 26.05% | 25.24% | Â | MFS Asia Pacific ex-Japan | 14.92% | 13.96% |
| MFS Asia ex-Japan Equity | 25.40% | 24.35% | Â | AXA Rosenberg Pac. ex-Japan Dev. Mkt. | 14.88% | 13.35% |
| US SA Real Estate | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Brookfield U.S. Value Income REIT | -8.62% | -9.06% | Â | Brookfield U.S. Value Income REIT | 7.14% | 6.54% |
| SSgA Glob. Liquid Real Estate Index | -11.33% | -11.65% | Â | Morgan Stanley U.S. Real Estate | 7.00% | 6.44% |
| Third Avenue Real Estate Value Equity | -12.23% | -13.06% | Â | AEW U.S. Long/Short REIT Strategy | 6.86% | 5.25% |
| Real Estate Mgmt. Svcs. RE Val. Port. | -12.74% | -13.21% | Â | AEW U.S. Focus REIT Strategy | 6.39% | 5.83% |
| Morgan Stanley U.S. Real Estate | -13.39% | -13.87% | Â | FAF Real Estate Securities | 5.46% | 4.74% |
| AEW U.S. Long/Short REIT Strategy | -17.72% | -19.53% | Â | NB REIT | 5.35% | 4.65% |
| NB REIT | -20.29% | -20.91% | Â | Cornerstone U.S. REIT Total Return | 4.87% | 3.75% |
| Davis Real Estate Composite | -20.90% | -21.33% | Â | Urdang REIT Separate Account | 4.85% | 4.31% |
| Cohen & Steers Realty Total Return | -20.93% | -21.55% | Â | Principal Global Real Estate Equity Secs. | 4.75% | 4.22% |
| AEW U.S. Focus REIT Strategy | -21.23% | -21.56% | Â | Cohen & Steers Realty Total Return | 4.50% | 3.75% |
| US SA Short Government | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| PIMCO Total Return Unconstrained | 11.37% | 10.63% | Â | PIMCO Mortgage Constrained | 6.02% | 5.81% |
| BlackRock Mortgage | 11.33% | 11.02% | Â | PIMCO Mortgage Unconstrained | 5.87% | 5.51% |
| PIMCO Mortgage Unconstrained | 10.69% | 10.09% | Â | DBF Intermediate Duration Fixed Income | 5.59% | 5.33% |
| PIMCO Mortgage Constrained | 10.28% | 10.13% | Â | BlackRock Mortgage | 5.39% | 5.12% |
| DBF Intermediate Duration Fixed Income | 9.91% | 9.66% | Â | Eagle Government Securities Inst'l | 5.35% | 4.96% |
| JKMAM Index Gov't/Credit Comp. | 9.87% | 9.82% | Â | TCW MBS Short-Intermediate | 5.04% | 4.73% |
| Eagle Government Securities Inst'l | 8.61% | 8.17% | Â | Cashen Taxable Fixed Income | 4.95% | 4.45% |
| TCW MBS Short-Intermediate | 8.25% | 7.94% | Â | M.D. Sass 2-Year FI | 4.89% | 4.51% |
| Redstone Short-Intermediate Comp. | 7.73% | 7.46% | Â | Redstone Short-Intermediate Comp. | 4.73% | 4.54% |
| Lazard U.S. Dynamic Stam | 7.48% | 7.38% | Â | Eagle Short Term Conservative Inst'l | 4.58% | 4.26% |
| US SA Short-Term Bond | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Steinberg Global Short Dur. Taxable FI | 16.31% | Â | Sit Inv. Short Dur. Strat. | 5.79% | 5.38% | |
| Goodwin Low Duration Core Plus FI | 16.23% | 15.60% | Â | PCA Interm. Agg. Bond | 5.73% | 5.60% |
| Taplin, Canida & Habacht Interm. FI | 13.95% | 13.76% | Â | Weaver C. Barksdale Short Dur. Fixed Inc. | 5.61% | 5.44% |
| Cincinnati Asset Mgmt. Short Dur. FI | 13.43% | 13.02% | Â | Haven Capital Limited Duration | 5.55% | 5.18% |
| STW Short Duration | 13.23% | 12.97% | Â | Scout Fixed Income | 5.53% | 5.18% |
| PIMCO Low Dur. Core Plus Full Auth. | 13.04% | 12.55% | Â | SGI High Grade Fixed Income | 5.47% | 5.16% |
| Frost Short Term Taxable Composite | 12.71% | 12.30% | Â | SeaCap Inv. Short Bond | 5.38% | 5.26% |
| SGI High Grade Fixed Income | 12.58% | 12.09% | Â | Federated Interm. Dur. | 5.33% | 4.93% |
| Weaver C. Barksdale Short Dur. Fixed Inc. | 12.12% | 12.02% | Â | Boyd Watterson Intermediate Fixed Inc. | 5.25% | 5.04% |
| PCA Interm. Agg. Bond | 12.01% | 11.37% | Â | PIMCO Low Dur. Core Plus Full Auth. | 5.23% | 4.82% |
| US SA Small Blend | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Manley Small Cap Value | 34.73% | 33.44% | Â | Manley Small Cap Value | 14.18% | 13.70% |
| The Boston Small Cap Opp. Val. Eq. Mgmt. | 29.10% | 27.84% | Â | Morgan Dempsey Small/Micro-Cap Value | 12.03% | 10.94% |
| SGI Small Cap Value | 27.50% | 26.16% | Â | The Boston Small Cap Opp. Val. Eq. Mgmt. | 10.65% | 9.56% |
| The Boston SMID Cap Opp. Value | 25.01% | 23.81% | Â | The Boston SMID Cap Opp. Value | 9.61% | 8.53% |
| Brandywine Domestic Micro-Cap Equity | 21.33% | Â | Vaughan Nelson Small Cap Value | 9.45% | 8.41% | |
| CWC Small Cap | 15.74% | 14.69% | Â | Markston Int'l SMID Cap | 9.44% | 7.57% |
| High Pointe Capital Mgmt. Sm.-Cap Eq. | 13.82% | 13.34% | Â | Lord Abbett Micro Cap Value | 9.18% | 7.55% |
| Becker Small Cap Blend Equity | 12.81% | 11.91% | Â | C.S. McKee Small-Cap Equity | 8.75% | 7.86% |
| Tieton Small Cap Value | 12.24% | 11.23% | Â | Kennedy Capital Mgmt. Small Cap Select | 8.74% | 7.42% |
| RevenueShares VTL Small Cap Index | 9.08% | 8.52% | Â | Lord Abbett Sm.-Cap Value | 8.59% | 7.53% |
| US SA Small Growth | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Morgan Stanley Small Company Growth | 38.25% | 37.37% | Â | Insight Concentrated Growth | 33.34% | |
| OMT Capital Mgmt. Small/MidCap Eq. Gro. | 34.83% | 33.71% | Â | OMT Capital Mgmt. Small/MidCap Eq. Gro. | 14.98% | 13.97% |
| King Inv. Small Cap Equity | 30.70% | 29.42% | Â | Driehaus Micro Cap Growth | 11.66% | 10.80% |
| Eudaimonia Ultra Micro Cap Growth | 24.99% | Â | Lord Abbett Micro Cap Growth | 11.49% | ||
| Oberweis Concentrated Smid Cap Gro. | 19.29% | 18.62% | Â | Brown Capital Small Co. Investment Svc. | 10.89% | 9.90% |
| NorthPointe Focused Small Cap Growth | 18.32% | 17.30% | Â | TCW Small Cap Growth | 10.55% | 9.63% |
| William Blair Sm.-Cap Gro. Team | 16.93% | 15.75% | Â | TIS Group U.S. Small Cap | 10.52% | 9.32% |
| Century Mgmt. Small Cap Abs. Return | 16.60% | 15.03% | Â | NewSouth NSCM Sm.-Cap Val. Eq. | 10.44% | 9.69% |
| TCW Small Cap Growth | 15.59% | 14.63% | Â | Oberweis Concentrated Smid Cap Gro. | 10.42% | 9.60% |
| Pioneer U.S. Small Cap Growth Equity | 14.91% | 13.84% | Â | Cupps Capital Small Cap Growth | 10.20% | 8.11% |
| US SA Small Value | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Texas First Small Cap Opportunity | 30.97% | Â | James Micro-Cap | 14.49% | 13.13% | |
| Donald Smith Sm.-Cap Val. Eq. | 23.77% | 22.98% | Â | O'Shaughnessy S/C Value - Platform | 10.74% | |
| Harper Asset Mgmt. Small Cap | 20.75% | 20.58% | Â | SGI Small-MidCap Value | 10.02% | 8.79% |
| Donald Smith All Eq. Accounts Comp. | 19.03% | 18.29% | Â | Morgan Stanley U.S. Small Cap Value | 9.70% | 8.28% |
| Reed, Conner & Birdwell Small Cap Value | 15.58% | 14.52% | Â | ZPR Fundamental Small Cap Value | 9.58% | 8.20% |
| Donald Smith Micro Cap Val. Eq. | 11.71% | 10.42% | Â | Fiduciary Mgmt. of Milw. Sm.-Cap Eq. | 8.67% | 8.10% |
| Schneider Capital Mgmt. Val. Eq. | 10.83% | 10.36% | Â | Texas First Small Cap Opportunity | 8.61% | |
| Morgan Stanley U.S. Small Cap Value | 10.28% | 8.81% | Â | Natixis / Vaughan Nelson Small Val. Wrap | 8.35% | 6.96% |
| O'Shaughnessy S/C Value - Platform | 10.25% | Â | Donald Smith Sm.-Cap Val. Eq. | 8.11% | 7.49% | |
| Eubel Brady & Sutt Sm.-Cap Value | 9.10% | 8.08% | Â | GW Capital Small Cap Value | 7.70% | 6.94% |
| US SA Ultrashort Bond | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Transamerica Ultra Short Duration | 9.13% | 8.81% | Â | FFTW Mortgage Alpha | 6.34% | 5.96% |
| FFTW Mortgage Alpha | 5.97% | 5.53% | Â | The Lara U.S. Treas Bond Mgmt. Prog. | 5.05% | 4.72% |
| Federated Active Cash Broad FI Comp. | 5.24% | 4.93% | Â | Fortis Enhanced Cash (ABN AMRO) | 3.95% | 3.77% |
| Fortis Enhanced Cash (ABN AMRO) | 4.41% | 4.10% | Â | Chandler Ultra Short Bond | 3.88% | 3.62% |
| BlackRock LIBOR | 4.16% | 3.85% | Â | Utendahl Enh. Cash Mgmt. | 3.86% | 3.75% |
| Utendahl Enh. Cash Mgmt. | 4.08% | 3.92% | Â | Fifth Third ST Mat Liq Asst Mgmt. | 3.81% | 3.59% |
| Lotsoff Interm. Cap-Enh. Cash | 3.61% | 3.25% | Â | Pacific Income Ultra Short | 3.79% | 3.50% |
| Chandler Ultra Short Bond | 3.44% | 3.18% | Â | Utendahl Cash Mgmt. | 3.52% | 3.42% |
| RiverSource Currency Alpha Abs. Rtn. | 3.25% | 2.89% | Â | UBS U.S. Enhanced Cash | 3.47% | 3.26% |
| Pacific Income Ultra Short | 2.99% | 2.73% | Â | Lotsoff Interm. Cap-Enh. Cash | 3.46% | 3.12% |
| US SA World Allocation | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| IVA Diversified Global | 18.77% | 17.71% | Â | Wellington Opportunistic Investment | 9.08% | 7.90% |
| Pyrford Absolute Return | 18.27% | 17.84% | Â | Wellington Real Asset | 8.71% | 7.74% |
| Invesco Premia Plus | 13.52% | 12.90% | Â | Calamos Global Opportunities Composite | 8.03% | 7.01% |
| Wellington Opportunistic Investment | 11.78% | 10.58% | Â | Pyrford Absolute Return | 7.39% | 6.97% |
| Morgan Stanley Glob. Tact. Asset Alloc. | 10.70% | 10.48% | Â | SSgA All International Allocation | 7.15% | 6.31% |
| Calamos Global Opportunities Composite | 10.16% | 9.16% | Â | Riverplace Capital Balanced Wealth | 6.63% | 6.93% |
| Putnam Total Return | 7.87% | 7.06% | Â | GMO Global Balanced Allocation Strategy | 6.52% | 6.02% |
| Lazard Cap Alloc. Series (Glob. Non-Trad.) | 6.35% | 5.28% | Â | Investment Protection Service Glob. Bal. | 5.89% | 4.88% |
| GMO Global Balanced Allocation Strategy | 6.33% | 5.87% | Â | GAM Diversity Strategy | 5.84% | |
| Investment Protection Service Glob. Bal. | 4.34% | 3.38% | Â | Franklin Global Balanced | 4.85% | |
| US SA World Bond | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| Evergreen Global Fixed Income, ex-U.S. | 22.94% | Â | Franklin Templeton Global Multi-Sector | 11.85% | 11.59% | |
| Stone Harbor Global High Yield | 19.56% | 19.05% | Â | Franklin Templeton Global Bond Plus | 11.54% | 10.67% |
| PIMCO Glob. Gov't Unhedged | 19.27% | 18.66% | Â | Capital Guardian Global High Yield FI | 11.48% | 10.60% |
| Standish Global Core Plus - US$ Hedged | 19.06% | 18.71% | Â | Mondrian Inv. Int'l Fixed Unhedged | 8.28% | 7.77% |
| Capital Guardian Global High Yield FI | 18.87% | 18.06% | Â | Mondrian Inv. Glob. Fixed Inc. | 8.03% | 7.53% |
| AllianceBernstein Global ex-U.S. Plus FI | 18.84% | 18.27% | Â | Stone Harbor Global High Yield | 7.94% | 7.46% |
| Mondrian Inv. Int'l Fixed Unhedged | 18.83% | 18.25% | Â | Evergreen Global Fixed Income, ex-U.S. | 7.87% | |
| Stone Harbor Glob. HY Comp. 70/30 | 18.61% | 18.19% | Â | Standish Non-U.S. - US$ Hedged | 7.61% | 7.28% |
| AllianceBernstein Global Credit FI | 18.61% | 18.04% | Â | Wellington Global Bond Unhedged | 7.42% | 6.95% |
| Standish European Inv. Grade Corp. | 18.55% | 18.10% | Â | Standish Global Core Plus - US$ Hedged | 7.38% | 7.04% |
| US SA World Stock | One-year gross return | One-year net return | Five-year gross return | Five-year net return | ||
| ZPR International Equity Global | 23.14% | Â | WHV International Equity | 15.45% | 14.25% | |
| Tradewinds Small/MidCap Value Equity | 22.74% | 21.72% | Â | TCW Worldwide Opportunities | 15.11% | |
| Tradewinds All Cap | 22.32% | 21.31% | Â | UBS Global Canada Equity | 13.89% | 13.80% |
| Tradewinds Global ADR | 20.56% | 19.69% | Â | Tradewinds Small/MidCap Value Equity | 13.80% | 12.86% |
| Putnam Int'l Small Cap Core Equity | 19.81% | 18.59% | Â | Ativo International | 12.37% | |
| Emerald Global Cycle Strat. | 16.17% | 15.32% | Â | ZPR International Equity Global | 12.36% | |
| John Hsu Capital Glob. Top-Down Eq. | 15.75% | 15.20% | Â | Putnam Int'l Small Cap Core Equity | 11.91% | 10.84% |
| PIMCO Int'l StocksPLUS Total Return | 15.61% | 14.84% | Â | John Hsu Capital Glob. Top-Down Eq. | 11.67% | 11.08% |
| Brandes Global Small Cap Eq. | 15.35% | 14.39% | Â | Tradewinds International Value Eq. | 10.46% | 9.75% |
| Turner Concentrated Global Growth Eq. | 13.99% | 13.04% | Â | UBS Global AM Global Innovators | 10.37% | 9.59% |
| Source: Morningstar Inc. | ||||||
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