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February 22, 2010 12:00 AM

Top-performing managers by category: commingled accounts

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    Top performing managers by category: commingled accounts
    Data are for periods ended Dec. 31, 2009.
    U.S. SA diversified emerging mkts.1-year gross return1-year net return 5-year gross return5-year net return
    LSV Asset Emg. Mkts. Value Equity Fund LP98.07%96.28%  City of London Global Emg. Mkts. Fund19.27%17.85%
    Genesis Asset Global Emg. Mkts. CF91.12%89.85%  Capital Guardian Emg. Mkts. Equity S118.69%17.42%
    Invesco Emg. Mkt. Equity Trust85.93%83.99%  Lazard Emg. Mkts. Group Trust18.47%18.35%
    Pictet Global Emg. Mkts. CF83.71%81.65%  Invesco Emg. Mkt. Equity Trust17.51%16.24%
    New Star Inst'l Emg. Mkts. Equity CF82.64%80.90%  The Boston Emg. Mkts. Equity CF16.18%14.93%
    City of London Global Emg. Mkts. Fund79.89%77.72%  Pyramis Emg. Mkts. Equity Pool15.81%14.90%
    The Boston Emg. Mkts. Equity CF79.73%77.85%  SSgA Active Emg. Mkts. CIT15.22%14.27%
    Pyramis Emg. Mkts. Equity Pool79.65%78.28%  BlackRock MSCI Emg. Mkt. Free Index15.19%15.05%
    SSgA Emg. Mkts. Index Fund78.13%77.96%  New Star Inst'l Emg. Mkts. Equity CF14.86%13.77%
    Capital Guardian Emg. Mkts. Equity S177.94%76.11%  Pictet Global Emg. Mkts. CF14.55%13.55%
    U.S. SA foreign large blend1-year gross return1-year net return 5-year gross return5-year net return
    EARNEST Int'l CIT56.47%55.19%  Capital Guardian ACW ex-U.S. Equity SS DB7.27%6.37%
    Pictet International Equity Fund LLC42.57%  Sceptre Inv. Counsel Equity Pool Fund CF5.94%
    WTFSC International Core Portfolio41.85%  Pictet International Equity Fund LLC5.89%
    AllianceBernstein Int'l All Country Blend DBT40.51%39.35%  Mondrian Inv. International Equity CF5.37%5.21%
    The Boston TBC ACWI ex-U.S. CF39.66%38.51%  The Boston TBC ACWI ex-U.S. CF5.30%4.61%
    J.P. Morgan EAFE Plus CIT39.01%38.06%  First State International Equity4.73%3.81%
    Capital Guardian ACW ex-U.S. Equity SS DB38.87%37.93%  SSgA International Alpha Select CIT4.64%3.79%
    Manning & Napier non-U.S. Equity Labor CIT38.76%38.76%  J.P. Morgan EAFE Plus CIT4.53%3.81%
    AIG International Diversified Equity36.64%36.44%  Pyramis International Growth CF4.49%3.76%
    First State International Equity33.42%32.31%  Capital Guardian non-U.S. Equity S44.45%3.53%
    U.S. SA foreign large value1-year gross return1-year net return
    Delaware International Equity Trust 85 I37.31%36.19%
    Templeton Int'l Foreign CF35.69%34.76%
    LSV Asset Int'l Large Cap Value Equity Trust34.99%34.04%
    The Boston non-U.S. Value CF34.92%33.87%
    Invesco International Equity Trust CF34.88%33.83%
    The Boston International Core CF32.40%31.36%
    KBC Dividend Plus EAFE Equity Strategy31.34%30.51%
    Beutel Goodman International Equity Fund28.95%28.02%
    Wachovia Disciplined International Core Equity27.71%27.10%
    Tradewinds International Value Fund P23.85%22.93%
    U.S. SA intermediate-term bond1-year gross return1-year net return 5-year gross return5-year net return
    Delaware Diversified Income Trust23.41%22.61%  First State Core Fixed Income6.35%5.70%
    Invesco Core FI CF18.84%18.75%  Invesco Interm. Bond Trust CF6.00%
    Pyramis Broad Market Duration CF17.11%16.82%  First Midwest Trust Co. EB FI CF5.77%
    Galliard Intermediate Bond Fund13.63%13.34%  First Citizens Intermediate Bond Fund5.71%
    ING Core Plus Fixed Income CIT12.66%12.21%  Westwood Mgmt. Corp. FI (EB) CF5.65%5.53%
    Invesco Intermediate Bond Trust CF11.69%  Davidson Inv. Core Fixed Inc. Traditional5.60%5.13%
    Invesco Divers. Return Core FI CF11.28%10.90%  First Citizens Investment Grade Bond Fund5.56%
    First State Core Fixed Income10.66%9.95%  Amalgamated Bank Longview Core Bond Index5.45%5.27%
    ING Core Fixed Income CIT10.18%9.80%  T. Rowe Price Bond Index Trust CF5.39%5.26%
    Mellon Cap EB DL Core Plus Bond Fund9.14%  Westwood Mgmt. Corp. Interm. FI CF5.36%5.18%
    U.S. SA large blend1-year gross return1-year net return 5-year gross return5-year net return
    Cloud Neff Cap Neutral Large Blend 100043.67%  Westwood Mgmt. Corp. Lg.-Cap Equity (EB) CF4.05%3.75%
    WTFSC Growth/Value Equity Portfolio37.25%37.25%  BlackRock Equity Index Fund CF (For DC)3.94%3.83%
    Wachovia Fundamental Large Cap36.90%36.86%  Davidson Inv. Multicap Core Wrap3.64%2.36%
    Cloud Neff Large Cap Blend CF 035.47%35.47%  Cloud Neff MFI Growth CF3.56%3.56%
    DAI AA Growth Portfolio 20035.09%32.42%  Wachovia Fundamental Large Cap3.20%3.17%
    Pyramis Large Cap Core 130/30 CIT34.83%34.83%  KeyBank NA EB Large Cap Value Fund2.94%2.24%
    Wellington CIF II Large Cap Research Equity34.40%33.63%  Invesco Struc. Core Equity Trust CF2.94%2.42%
    CS McKee Core Equity CIT34.39%33.57%  Davidson Inv. Equity Inc. Strat.2.59%1.91%
    Wachovia Large Cap Intrinsic Value33.32%32.86%  Cloud Neff Cap Neutral Large Blend 10002.45%
    Hand Large CAP Blend Index Fund R332.77%32.76%  Boston Advisors Core Equity2.04%1.30%
    U.S. SA large growth1-year gross return1-year net return 5-year gross return5-year net return
    Janus Inst'l Conc. Growth CF48.48%47.24%  Janus Inst'l Conc. Growth CF6.36%5.48%
    WTFSC Aggressive Growth Portfolio45.93%  Manning & Napier Pro-Mix Max Term CIT4.31%
    Delaware Large Cap Growth Trust44.10%43.53%  SSgA Russell 1000 Growth Index CIT4.08%3.98%
    WTFSC Strategic Growth Portfolio38.85%38.85%  First State International Index3.81%3.38%
    Wellington CIF II Diversified Growth38.71%38.00%  ING Large Cap Growth R1000G CIT3.74%3.00%
    Cloud Neff MFI Aggressive Growth37.95%37.95%  Hand Advice Portfolios High Growth Fund R33.61%2.60%
    WTFSC Large Company Domestic Growth 37.75%37.75%  Hand Advice Portfolios Growth Fund R32.66%1.67%
    Northern Trust Russell 1000 Growth Index CIT37.47%37.47%  Cloud Neff Large Cap Growth CF 02.30%2.30%
    SSgA Russell 1000 Growth Index CIT37.16%37.06%  Cloud Neff MFI Aggressive Growth2.26%2.26%
    Wachovia Large Cap Growth Trust36.52%35.97%  Pyramis Earnings Growth CF1.99%1.28%
    U.S. SA large value1-year gross return1-year net return 5-year gross return5-year net return
    DePrince, Race & Zollo, Large Cap Value CIT43.80%42.96%  Graham & Dodd Fund LP7.73%7.57%
    Artisan Opportunistic Value Trust37.59%36.75%  Cloud Neff Cap Neutral Large Value 10004.16%
    Schwab Inst'l Large Cap Value Tr. 330.41%29.65%  The Boston U.S. Dynamic Large Cap Value CF3.09%2.26%
    Schwab Inst'l Large Cap Value Tr. 130.41%29.51%  Orleans Performance Strategic Dividend2.99%
    Wellington CIF II Research Value28.98%28.22%  Brandywine Diversified Large Cap Value BIT2.74%2.10%
    NWQ Large Cap Value Fund P28.41%27.38%  Pyramis Diversified Large Cap Value1.47%1.06%
    Graham & Dodd Fund LP27.58%27.13%  First Citizens Large Cap Equity Fund1.37%
    First State Large Cap Value Equity Fund27.55%26.61%  QMA Value Equity CF1.23%0.64%
    Cloud Neff Large Cap Value CF 026.89%26.89%  The Boston Large Cap Value Equity CF0.89%0.19%
    First Citizens Large Cap Equity Fund26.68%  BlackRock Equity Value Fund CF0.35%0.25%
    U.S. SA midcap blend1-year gross return1-year net return 5-year gross return5-year net return
    The Boston Midcap Opp. Value Equity CF63.46%  Westwood Mgmt. Corp. Smid (EB) CF10.63%10.39%
    Cloud Neff Midcap Blend 049.45%  The Boston Midcap Opp. Value Equity CF5.47%
    EARNEST Midcap Core CIT42.78%41.53%  Progress Inv. Mgmt. Co. Midcap Equity Fund4.43%3.73%
    WTRISC Midcap Index ETF Fund 9642.27%40.91%  Amalgamated Bank Longview Quant. Midcap CF3.57%3.00%
    Progress Inv. Mgmt. Co. Midcap Equity Fund39.96%38.98%  Hand Midcap Blend Index Fund R33.44%3.44%
    Hand MIDCAP Blend Index Fund R339.92%39.92%  QMA Midcap Quantitative Core Equity CF3.43%2.86%
    Santa Barbara Small/Midcap Fund P39.37%38.26%  BlackRock Midcap Equity Index Fund (for DC)3.40%3.32%
    First Citizens Midcap Fund38.42%38.42%  SSgA S&P MidCap Index CIT3.32%3.19%
    BlackRock Extended Alpha Tilts CF37.66%37.06%  Amalgamated Bank LongView 400 Mid. Index CF3.29%3.26%
    BlackRock Midcap Equity Index Fund (for DC)37.50%37.40%  Burgundy U.S. Small/Midcap Fund3.27%2.42%
    U.S. SA moderate allocation1-year gross return1-year net return
    Hand Balanced Fund33.83%33.27%
    WTFSC Strategic Balanced Portfolio33.59%33.59%
    DAI AA Moderate Growth Portfolio 20033.19%30.56%
    PensionTrend Moderate Growth Fund 6526.59%25.78%
    Hand Advice Portfolios Moderate Gro. Fund R325.51%24.21%
    Manning & Napier Pro-Mix Extend Term CIT24.14%
    Avatar Growth & Income ETF Fund 7524.14%23.21%
    Invesco Agg. Asset Alloc. Trust CF23.41%22.50%
    Invesco Moderate Asset Alloc. Trust CF22.20%21.30%
    PensionTrend Conservative Growth Fund 6521.98%21.19%
    U.S. SA real estate1-year gross return1-year net return 5-year gross return5-year net return
    Security Capital Preferred Growth66.63%64.59%  Real Estate Mgmt. Svcs. Real Est. Val. Opp.4.94%3.13%
    BlackRock ex-U.S. Real Estate Index44.93%44.65%  Invesco Eq. Real Est. Secs. Trust CF3.06%2.29%
    Real Estate Mgmt. Svcs. Real Est. Value Opp.44.87%42.67%  Washington Capital Mgmt. Real Estate Eq.2.37%1.81%
    Pyramis REITS38.28%37.46%  Security Capital Preferred Growth2.34%1.21%
    WTFSC Total Return REIT Portfolio33.58%33.58%  WTFSC Total Return REIT Portfolio1.79%1.79%
    Invesco Eq. Real Estate Secs. Trust CF30.76%29.79%  Pyramis REITS1.34%0.76%
    Cloud Neff Quantitative Value Value CF 030.44%30.44%  Promark Real Estate Securities Fund0.29%-0.32%
    Adelante Total Return Fund LLC29.41%28.01%  SSgA U.S. Passive REIT CIT0.11%-0.10%
    BlackRock U.S. Real Estate Sec. Index29.26%29.07%  BlackRock U.S. Real Estate Sec. Index-0.19%-0.34%
    SSgA U.S. Passive REIT CIT28.53%28.34%  SSgA U.S. Active REIT CIT-0.73%-1.33%
    U.S. SA small blend1-year gross return1-year net return 5-year gross return5-year net return
    The Boston Small Cap Opp. Val. CF67.54%  The Boston Small Cap Opp. Value Eq. Mgmt. CF8.14%
    Pyramis Small Cap Core CF47.76%46.61%  Mesirow Financial Inv. Mgmt. Small Cap CF4.10%3.39%
    Wellington CIF II S/C Opportunities47.18%45.81%  Pyramis Small Cap Core CF3.18%2.36%
    Thomson Horstmann & Bryant Microcap43.80%  RAM Small-Cap Trust2.71%1.69%
    Cloud Neff Small Cap Blend CF 043.59%  Wellington CIF II S/C Opportunities2.62%1.84%
    WTRISC Small Cap Index ETF Fund 9638.72%37.39%  First Citizens Small Cap Fund1.75%1.75%
    eRAFI U.S. Small Fund34.76%34.08%  Cloud Neff Small Cap Blend CF 01.69%
    Frontier Small Cap Value 34.00%32.66%  Amalgamated Bank LongView 600 SC Index CF1.38%1.36%
    WTFSC Small Company Diversified Value Port.30.13%30.13%  Thomson Horstmann & Bryant Microcap Equity0.70%
    ING Small Cap Core CIT28.37%27.37%  BlackRock Russell 2000 Index Fund (for DC)0.62%0.54%
    U.S. SA small growth1-year gross return1-year net return 5-year gross return5-year net return
    WTFSC Small Company Growth Portfolio54.64%  Hillsdale U.S. Performance Equity Fund8.06%6.96%
    Delaware Small Cap Growth Trust51.66%50.87%  Pyramis Small Company CF7.42%6.56%
    Pyramis Small Company CF43.79%42.67%  Davidson Inv. Small/Midcap5.24%4.73%
    WTRISC Small Cap Growth Index ETF Fund 9642.96%41.61%  Putnam Quantitative Solutions: SCG5.22%4.27%
    Davidson Inv. Small/Midcap41.76%40.97%  First State Small Cap Core Equity Fund4.14%3.07%
    First State Small Cap Growth Equity Fund39.63%38.41%  Ranger Small-Cap Fund 2.99%1.90%
    Cloud Neff Small Cap Growth CF 037.41%37.41%  Waddell & Reed Small Cap Growth Eq. CF2.92%2.08%
    Waddell & Reed Small Cap Growth Eq. CF37.24%36.91%  Cloud Neff Small Cap Growth CF 02.90%2.90%
    SSgA Russell 2000 Growth CIT34.67%34.56%  Washington Capital Mgmt. Sm-Cap Growth CF1.96%1.04%
    Hillsdale U.S. Performance Equity Fund33.93%31.14%  SSgA Russell 2000 Growth CIT0.98%0.92%
    U.S. SA stable value1-year gross return1-year net return 5-year gross return5-year net return
    ING Stable Value Fund 1303.92%2.58%  Goode Stable Value4.62%
    Goode Stable Value3.73%  Putnam Stable Value Fund4.51%
    Federated Capital Preservation ISP3.72%3.24%  Galliard WF Stable Value Fund M (55)4.46%3.90%
    Galliard WF Stable Value Fund M (55)3.40%2.84%  RiverSource Trust Stable Capital Fund4.36%4.27%
    RiverSource Trust Stable Capital Fund3.29%3.02%  Federated Capital Preservation ISP4.32%3.86%
    SSgA Stable Value CIT3.27%  RiverSource Trust Income Fund I4.29%4.20%
    Invesco Stable Value Trust CF3.10%2.80%  Fortis Income Plus Class J4.21%3.43%
    Putnam Stable Value Fund2.97%  SSgA Stable Value CIT4.20%
    Wachovia Stable Investment Fund2.70%2.65%  Invesco Stable Value Trust CF4.11%3.80%
    Morley Financial Svcs. Stab. CF2.66%2.42%  Morley Financial Svcs. Stab. CF4.06%3.89%
    U.S. SA target date 2000-20101-year gross return1-year net return
    Pyramis Active Lifecycle 201026.48%25.69%
    Wellington Trust Target Series 201024.96%24.32%
    Pyramis Active Lifecycle 200524.39%23.61%
    Putnam Ret. Adv. 2010 Fund Vii Cl Z22.85%21.71%
    Schwab Mgd. Retirement Trust 2010 Cl 221.76%20.96%
    BlackRock LifePath 2010 CF20.48%19.89%
    Callan Glidepath 2010 Fund 2520.33%20.03%
    Nuveen PersonalPlan 2010 Fund N19.76%19.52%
    The Vanguard Target Retire 2010 CIT19.73%19.61%
    Manning & Napier Retirement Target 201019.08%19.08%
    U.S. SA target date 2011-20151-year gross return1-year net return
    MG Trust RetireFocus 2015 Inst'l Class31.62%31.03%
    Pyramis Active Lifecycle 201526.82%26.03%
    Putnam Ret. Adv. 2015 Fund Vii Cl Z25.75%24.62%
    Schwab Mgd. Retirement Trust 2015 Cl 124.66%23.55%
    BlackRock LifePath 2015 CF22.77%22.16%
    Callan Glidepath 2015 Fund 2522.64%22.33%
    The Vanguard Target Retire 2015 CIT21.72%21.59%
    BlackRock - LifePath Index 2015 CF20.19%20.07%
    Pyramis Index Lifecycle 201518.15%18.15%
    SSgA Target Retirement 2015 Fund18.14%17.97%
    U.S. SA target date 2016-20201-year gross return1-year net return
    MG Trust RetireFocus 2020 Inst'l Class32.61%32.02%
    Wellington Trust Target Series 202027.27%26.21%
    Schwab Mgd. Retirement Trust 2020 Cl 226.31%25.50%
    Pyramis Active Lifecycle 202026.19%25.40%
    J.P. Morgan Commingled Pension Sr2020 C Cl26.16%25.39%
    BlackRock LifePath 2020 CF24.87%24.26%
    Callan Glidepath 2020 Fund 2524.86%24.55%
    Manning & Napier Retirement Target 202024.10%24.10%
    The Vanguard Target Retire 2020 CIT23.30%23.21%
    BlackRock - LifePath Index 2020 CF22.63%22.38%
    U.S. SA target date 2021-20251-year gross return1-year net return
    MG Trust RetireFocus 2025 Inst'l Class35.23%34.61%
    J.P. Morgan Commingled Pension Sr2025 C Cl29.24%28.40%
    Schwab Mgd. Retirement Trust 2025 Cl 127.68%26.57%
    Callan Glidepath 2025 Fund 2527.25%26.94%
    BlackRock LifePath 2025 CF26.46%25.84%
    Pyramis Active Lifecycle 202525.52%24.74%
    The Vanguard Target Retire 2025 CIT25.26%25.13%
    BlackRock - LifePath Index 2025 CF25.03%24.79%
    SSgA Dow Jones Target 2025 Strategy23.93%22.96%
    Pyramis Index Lifecycle 202522.49%22.49%
    U.S. SA target date 2026-20301-year gross return1-year net return
    MG Trust RetireFocus 2030 Inst'l Class35.36%34.78%
    Manning & Napier Retirement Target 203029.88%29.88%
    J.P. Morgan Commingled Pension Sr2030 C Cl29.74%28.83%
    Wellington Trust Target Series 203029.65%28.83%
    Callan Glidepath 2030 Fund 2528.86%28.54%
    Schwab Mgd. Retirement Trust 2030 Cl 228.86%28.00%
    BlackRock LifePath 2030 CF27.99%27.36%
    Pyramis Active Lifecycle 203027.39%26.59%
    The Vanguard Target Retire 2030 CIT26.97%26.89%
    Hand SMART Funds 2030 R325.12%24.46%
    U.S. SA target date 2031-20351-year gross return1-year net return
    MG Trust RetireFocus 2035 Inst'l Class35.37%34.77%
    BlackRock - LifePath Index 2045 CF31.89%31.63%
    SSgA Dow Jones Target 2035 Strategy31.17%30.14%
    J.P. Morgan Commingled Pension Sr2035 C Cl31.12%30.16%
    BlackRock - LifePath Index 2040 CF30.46%30.20%
    Schwab Mgd. Retirement Trust 2035 Cl 130.44%29.29%
    Callan Glidepath 2035 Fund 2529.73%29.41%
    BlackRock LifePath 2035 CF29.31%28.68%
    BlackRock - LifePath Index 2035 CF28.86%28.61%
    The Vanguard Target Retire 2035 CIT28.47%28.35%
    U.S. SA target date 2036-20401-year gross return1-year net return
    MG Trust RetireFocus 2040 Inst'l Class36.23%35.61%
    Manning & Napier Retirement Target 204035.90%
    J.P. Morgan Commingled Pension Sr2040 C Cl30.68%29.72%
    BlackRock LifePath 2040 CF30.56%29.93%
    Wellington Trust Target Series 204030.47%29.64%
    Schwab Mgd. Retirement Trust 2040 Cl 230.43%29.54%
    Callan Glidepath 2040 Fund 2529.61%29.29%
    The Vanguard Target Retire 2040 CIT28.60%28.47%
    Pyramis Active Lifecycle 204027.97%27.17%
    SSgA Target Retirement 2040 Fund27.43%27.25%
    U.S. SA target date 2041-20451-year gross return1-year net return
    MG Trust RetireFocus 2045 Inst'l Class36.33%35.74%
    SSgA Dow Jones Target 2045 Strategy33.56%32.52%
    BlackRock LifePath 2045 CF31.59%30.94%
    J.P. Morgan Commingled Pension Sr2045 C Cl31.42%30.46%
    Schwab Mgd. Retirement Trust 2045 Cl 131.00%29.86%
    Callan Glidepath 2045 Fund 2530.00%29.68%
    The Vanguard Target Retire 2045 CIT28.66%28.55%
    SSgA Target Retirement 2045 Fund27.45%27.27%
    Pyramis Active Lifecycle 204527.39%26.59%
    Pyramis Index Lifecycle 204525.59%25.59%
    U.S. SA target date 2050+1-year gross return1-year net return
    MG Trust RetireFocus 2050 Inst'l Class36.02%35.42%
    Manning & Napier Retirement Target 205035.86%
    BlackRock - LifePath Index 2050 CF33.88%33.62%
    Schwab Mgd. Retirement Trust 2050 Cl 230.96%30.07%
    J.P. Morgan Commingled Pension Sr2050 C Cl30.89%29.94%
    Wellington Trust Target Series 205030.79%29.95%
    The Vanguard Target Retire 2050 CIT28.81%28.68%
    Pyramis Active Lifecycle 205028.23%27.42%
    Nuveen PersonalPlan 2050 Fund N26.98%26.73%
    Pyramis Index Lifecycle 205026.51%26.51%
    U.S. SA world stock1-year gross return1-year net return
    Tradewinds Global All Cap Fund P51.38%50.26%
    Capital Guardian AC World Equity SS DB34.90%33.97%
    KBC Eco Water Fund32.33%31.30%
    Capital Guardian Global Equity DB31.16%30.25%
    Associated Bank Foreign Equity Fund30.29%
    Burgundy Global Focused Opportunities28.09%26.85%
    Navigator Global Growth Fund 327.10%
    AXA Rosenberg Il All Cap Inst'l Fund27.04%26.19%
    Beutel Goodman Global Equity Fund26.79%25.90%
    KBC Eco Climate Change24.39%23.45%
    Source: Morningstar Inc.

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