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 return | 1-year net return | 5-year gross return | 5-year net return | ||
---|---|---|---|---|---|---|
LSV Asset Emg. Mkts. Value Equity Fund LP | 98.07% | 96.28% | Â | City of London Global Emg. Mkts. Fund | 19.27% | 17.85% |
Genesis Asset Global Emg. Mkts. CF | 91.12% | 89.85% | Â | Capital Guardian Emg. Mkts. Equity S1 | 18.69% | 17.42% |
Invesco Emg. Mkt. Equity Trust | 85.93% | 83.99% | Â | Lazard Emg. Mkts. Group Trust | 18.47% | 18.35% |
Pictet Global Emg. Mkts. CF | 83.71% | 81.65% | Â | Invesco Emg. Mkt. Equity Trust | 17.51% | 16.24% |
New Star Inst'l Emg. Mkts. Equity CF | 82.64% | 80.90% | Â | The Boston Emg. Mkts. Equity CF | 16.18% | 14.93% |
City of London Global Emg. Mkts. Fund | 79.89% | 77.72% | Â | Pyramis Emg. Mkts. Equity Pool | 15.81% | 14.90% |
The Boston Emg. Mkts. Equity CF | 79.73% | 77.85% | Â | SSgA Active Emg. Mkts. CIT | 15.22% | 14.27% |
Pyramis Emg. Mkts. Equity Pool | 79.65% | 78.28% | Â | BlackRock MSCI Emg. Mkt. Free Index | 15.19% | 15.05% |
SSgA Emg. Mkts. Index Fund | 78.13% | 77.96% | Â | New Star Inst'l Emg. Mkts. Equity CF | 14.86% | 13.77% |
Capital Guardian Emg. Mkts. Equity S1 | 77.94% | 76.11% | Â | Pictet Global Emg. Mkts. CF | 14.55% | 13.55% |
U.S. SA foreign large blend | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
EARNEST Int'l CIT | 56.47% | 55.19% | Â | Capital Guardian ACW ex-U.S. Equity SS DB | 7.27% | 6.37% |
Pictet International Equity Fund LLC | 42.57% | Â | Sceptre Inv. Counsel Equity Pool Fund CF | 5.94% | ||
WTFSC International Core Portfolio | 41.85% | Â | Pictet International Equity Fund LLC | 5.89% | ||
AllianceBernstein Int'l All Country Blend DBT | 40.51% | 39.35% | Â | Mondrian Inv. International Equity CF | 5.37% | 5.21% |
The Boston TBC ACWI ex-U.S. CF | 39.66% | 38.51% | Â | The Boston TBC ACWI ex-U.S. CF | 5.30% | 4.61% |
J.P. Morgan EAFE Plus CIT | 39.01% | 38.06% | Â | First State International Equity | 4.73% | 3.81% |
Capital Guardian ACW ex-U.S. Equity SS DB | 38.87% | 37.93% | Â | SSgA International Alpha Select CIT | 4.64% | 3.79% |
Manning & Napier non-U.S. Equity Labor CIT | 38.76% | 38.76% | Â | J.P. Morgan EAFE Plus CIT | 4.53% | 3.81% |
AIG International Diversified Equity | 36.64% | 36.44% | Â | Pyramis International Growth CF | 4.49% | 3.76% |
First State International Equity | 33.42% | 32.31% | Â | Capital Guardian non-U.S. Equity S4 | 4.45% | 3.53% |
U.S. SA foreign large value | 1-year gross return | 1-year net return | ||||
Delaware International Equity Trust 85 I | 37.31% | 36.19% | ||||
Templeton Int'l Foreign CF | 35.69% | 34.76% | ||||
LSV Asset Int'l Large Cap Value Equity Trust | 34.99% | 34.04% | ||||
The Boston non-U.S. Value CF | 34.92% | 33.87% | ||||
Invesco International Equity Trust CF | 34.88% | 33.83% | ||||
The Boston International Core CF | 32.40% | 31.36% | ||||
KBC Dividend Plus EAFE Equity Strategy | 31.34% | 30.51% | ||||
Beutel Goodman International Equity Fund | 28.95% | 28.02% | ||||
Wachovia Disciplined International Core Equity | 27.71% | 27.10% | ||||
Tradewinds International Value Fund P | 23.85% | 22.93% | ||||
U.S. SA intermediate-term bond | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
Delaware Diversified Income Trust | 23.41% | 22.61% | Â | First State Core Fixed Income | 6.35% | 5.70% |
Invesco Core FI CF | 18.84% | 18.75% | Â | Invesco Interm. Bond Trust CF | 6.00% | |
Pyramis Broad Market Duration CF | 17.11% | 16.82% | Â | First Midwest Trust Co. EB FI CF | 5.77% | |
Galliard Intermediate Bond Fund | 13.63% | 13.34% | Â | First Citizens Intermediate Bond Fund | 5.71% | |
ING Core Plus Fixed Income CIT | 12.66% | 12.21% | Â | Westwood Mgmt. Corp. FI (EB) CF | 5.65% | 5.53% |
Invesco Intermediate Bond Trust CF | 11.69% | Â | Davidson Inv. Core Fixed Inc. Traditional | 5.60% | 5.13% | |
Invesco Divers. Return Core FI CF | 11.28% | 10.90% | Â | First Citizens Investment Grade Bond Fund | 5.56% | |
First State Core Fixed Income | 10.66% | 9.95% | Â | Amalgamated Bank Longview Core Bond Index | 5.45% | 5.27% |
ING Core Fixed Income CIT | 10.18% | 9.80% | Â | T. Rowe Price Bond Index Trust CF | 5.39% | 5.26% |
Mellon Cap EB DL Core Plus Bond Fund | 9.14% | Â | Westwood Mgmt. Corp. Interm. FI CF | 5.36% | 5.18% | |
U.S. SA large blend | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
Cloud Neff Cap Neutral Large Blend 1000 | 43.67% | Â | Westwood Mgmt. Corp. Lg.-Cap Equity (EB) CF | 4.05% | 3.75% | |
WTFSC Growth/Value Equity Portfolio | 37.25% | 37.25% | Â | BlackRock Equity Index Fund CF (For DC) | 3.94% | 3.83% |
Wachovia Fundamental Large Cap | 36.90% | 36.86% | Â | Davidson Inv. Multicap Core Wrap | 3.64% | 2.36% |
Cloud Neff Large Cap Blend CF 0 | 35.47% | 35.47% | Â | Cloud Neff MFI Growth CF | 3.56% | 3.56% |
DAI AA Growth Portfolio 200 | 35.09% | 32.42% | Â | Wachovia Fundamental Large Cap | 3.20% | 3.17% |
Pyramis Large Cap Core 130/30 CIT | 34.83% | 34.83% | Â | KeyBank NA EB Large Cap Value Fund | 2.94% | 2.24% |
Wellington CIF II Large Cap Research Equity | 34.40% | 33.63% | Â | Invesco Struc. Core Equity Trust CF | 2.94% | 2.42% |
CS McKee Core Equity CIT | 34.39% | 33.57% | Â | Davidson Inv. Equity Inc. Strat. | 2.59% | 1.91% |
Wachovia Large Cap Intrinsic Value | 33.32% | 32.86% | Â | Cloud Neff Cap Neutral Large Blend 1000 | 2.45% | |
Hand Large CAP Blend Index Fund R3 | 32.77% | 32.76% | Â | Boston Advisors Core Equity | 2.04% | 1.30% |
U.S. SA large growth | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
Janus Inst'l Conc. Growth CF | 48.48% | 47.24% | Â | Janus Inst'l Conc. Growth CF | 6.36% | 5.48% |
WTFSC Aggressive Growth Portfolio | 45.93% | Â | Manning & Napier Pro-Mix Max Term CIT | 4.31% | ||
Delaware Large Cap Growth Trust | 44.10% | 43.53% | Â | SSgA Russell 1000 Growth Index CIT | 4.08% | 3.98% |
WTFSC Strategic Growth Portfolio | 38.85% | 38.85% | Â | First State International Index | 3.81% | 3.38% |
Wellington CIF II Diversified Growth | 38.71% | 38.00% | Â | ING Large Cap Growth R1000G CIT | 3.74% | 3.00% |
Cloud Neff MFI Aggressive Growth | 37.95% | 37.95% | Â | Hand Advice Portfolios High Growth Fund R3 | 3.61% | 2.60% |
WTFSC Large Company Domestic Growth | 37.75% | 37.75% | Â | Hand Advice Portfolios Growth Fund R3 | 2.66% | 1.67% |
Northern Trust Russell 1000 Growth Index CIT | 37.47% | 37.47% | Â | Cloud Neff Large Cap Growth CF 0 | 2.30% | 2.30% |
SSgA Russell 1000 Growth Index CIT | 37.16% | 37.06% | Â | Cloud Neff MFI Aggressive Growth | 2.26% | 2.26% |
Wachovia Large Cap Growth Trust | 36.52% | 35.97% | Â | Pyramis Earnings Growth CF | 1.99% | 1.28% |
U.S. SA large value | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
DePrince, Race & Zollo, Large Cap Value CIT | 43.80% | 42.96% | Â | Graham & Dodd Fund LP | 7.73% | 7.57% |
Artisan Opportunistic Value Trust | 37.59% | 36.75% | Â | Cloud Neff Cap Neutral Large Value 1000 | 4.16% | |
Schwab Inst'l Large Cap Value Tr. 3 | 30.41% | 29.65% | Â | The Boston U.S. Dynamic Large Cap Value CF | 3.09% | 2.26% |
Schwab Inst'l Large Cap Value Tr. 1 | 30.41% | 29.51% | Â | Orleans Performance Strategic Dividend | 2.99% | |
Wellington CIF II Research Value | 28.98% | 28.22% | Â | Brandywine Diversified Large Cap Value BIT | 2.74% | 2.10% |
NWQ Large Cap Value Fund P | 28.41% | 27.38% | Â | Pyramis Diversified Large Cap Value | 1.47% | 1.06% |
Graham & Dodd Fund LP | 27.58% | 27.13% | Â | First Citizens Large Cap Equity Fund | 1.37% | |
First State Large Cap Value Equity Fund | 27.55% | 26.61% | Â | QMA Value Equity CF | 1.23% | 0.64% |
Cloud Neff Large Cap Value CF 0 | 26.89% | 26.89% | Â | The Boston Large Cap Value Equity CF | 0.89% | 0.19% |
First Citizens Large Cap Equity Fund | 26.68% | Â | BlackRock Equity Value Fund CF | 0.35% | 0.25% | |
U.S. SA midcap blend | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
The Boston Midcap Opp. Value Equity CF | 63.46% | Â | Westwood Mgmt. Corp. Smid (EB) CF | 10.63% | 10.39% | |
Cloud Neff Midcap Blend 0 | 49.45% | Â | The Boston Midcap Opp. Value Equity CF | 5.47% | ||
EARNEST Midcap Core CIT | 42.78% | 41.53% | Â | Progress Inv. Mgmt. Co. Midcap Equity Fund | 4.43% | 3.73% |
WTRISC Midcap Index ETF Fund 96 | 42.27% | 40.91% | Â | Amalgamated Bank Longview Quant. Midcap CF | 3.57% | 3.00% |
Progress Inv. Mgmt. Co. Midcap Equity Fund | 39.96% | 38.98% | Â | Hand Midcap Blend Index Fund R3 | 3.44% | 3.44% |
Hand MIDCAP Blend Index Fund R3 | 39.92% | 39.92% | Â | QMA Midcap Quantitative Core Equity CF | 3.43% | 2.86% |
Santa Barbara Small/Midcap Fund P | 39.37% | 38.26% | Â | BlackRock Midcap Equity Index Fund (for DC) | 3.40% | 3.32% |
First Citizens Midcap Fund | 38.42% | 38.42% | Â | SSgA S&P MidCap Index CIT | 3.32% | 3.19% |
BlackRock Extended Alpha Tilts CF | 37.66% | 37.06% | Â | Amalgamated Bank LongView 400 Mid. Index CF | 3.29% | 3.26% |
BlackRock Midcap Equity Index Fund (for DC) | 37.50% | 37.40% | Â | Burgundy U.S. Small/Midcap Fund | 3.27% | 2.42% |
U.S. SA moderate allocation | 1-year gross return | 1-year net return | ||||
Hand Balanced Fund | 33.83% | 33.27% | ||||
WTFSC Strategic Balanced Portfolio | 33.59% | 33.59% | ||||
DAI AA Moderate Growth Portfolio 200 | 33.19% | 30.56% | ||||
PensionTrend Moderate Growth Fund 65 | 26.59% | 25.78% | ||||
Hand Advice Portfolios Moderate Gro. Fund R3 | 25.51% | 24.21% | ||||
Manning & Napier Pro-Mix Extend Term CIT | 24.14% | |||||
Avatar Growth & Income ETF Fund 75 | 24.14% | 23.21% | ||||
Invesco Agg. Asset Alloc. Trust CF | 23.41% | 22.50% | ||||
Invesco Moderate Asset Alloc. Trust CF | 22.20% | 21.30% | ||||
PensionTrend Conservative Growth Fund 65 | 21.98% | 21.19% | ||||
U.S. SA real estate | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
Security Capital Preferred Growth | 66.63% | 64.59% | Â | Real Estate Mgmt. Svcs. Real Est. Val. Opp. | 4.94% | 3.13% |
BlackRock ex-U.S. Real Estate Index | 44.93% | 44.65% | Â | Invesco Eq. Real Est. Secs. Trust CF | 3.06% | 2.29% |
Real Estate Mgmt. Svcs. Real Est. Value Opp. | 44.87% | 42.67% | Â | Washington Capital Mgmt. Real Estate Eq. | 2.37% | 1.81% |
Pyramis REITS | 38.28% | 37.46% | Â | Security Capital Preferred Growth | 2.34% | 1.21% |
WTFSC Total Return REIT Portfolio | 33.58% | 33.58% | Â | WTFSC Total Return REIT Portfolio | 1.79% | 1.79% |
Invesco Eq. Real Estate Secs. Trust CF | 30.76% | 29.79% | Â | Pyramis REITS | 1.34% | 0.76% |
Cloud Neff Quantitative Value Value CF 0 | 30.44% | 30.44% | Â | Promark Real Estate Securities Fund | 0.29% | -0.32% |
Adelante Total Return Fund LLC | 29.41% | 28.01% | Â | SSgA U.S. Passive REIT CIT | 0.11% | -0.10% |
BlackRock U.S. Real Estate Sec. Index | 29.26% | 29.07% | Â | BlackRock U.S. Real Estate Sec. Index | -0.19% | -0.34% |
SSgA U.S. Passive REIT CIT | 28.53% | 28.34% | Â | SSgA U.S. Active REIT CIT | -0.73% | -1.33% |
U.S. SA small blend | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
The Boston Small Cap Opp. Val. CF | 67.54% | Â | The Boston Small Cap Opp. Value Eq. Mgmt. CF | 8.14% | ||
Pyramis Small Cap Core CF | 47.76% | 46.61% | Â | Mesirow Financial Inv. Mgmt. Small Cap CF | 4.10% | 3.39% |
Wellington CIF II S/C Opportunities | 47.18% | 45.81% | Â | Pyramis Small Cap Core CF | 3.18% | 2.36% |
Thomson Horstmann & Bryant Microcap | 43.80% | Â | RAM Small-Cap Trust | 2.71% | 1.69% | |
Cloud Neff Small Cap Blend CF 0 | 43.59% | Â | Wellington CIF II S/C Opportunities | 2.62% | 1.84% | |
WTRISC Small Cap Index ETF Fund 96 | 38.72% | 37.39% | Â | First Citizens Small Cap Fund | 1.75% | 1.75% |
eRAFI U.S. Small Fund | 34.76% | 34.08% | Â | Cloud Neff Small Cap Blend CF 0 | 1.69% | |
Frontier Small Cap Value | 34.00% | 32.66% | Â | Amalgamated Bank LongView 600 SC Index CF | 1.38% | 1.36% |
WTFSC Small Company Diversified Value Port. | 30.13% | 30.13% | Â | Thomson Horstmann & Bryant Microcap Equity | 0.70% | |
ING Small Cap Core CIT | 28.37% | 27.37% | Â | BlackRock Russell 2000 Index Fund (for DC) | 0.62% | 0.54% |
U.S. SA small growth | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
WTFSC Small Company Growth Portfolio | 54.64% | Â | Hillsdale U.S. Performance Equity Fund | 8.06% | 6.96% | |
Delaware Small Cap Growth Trust | 51.66% | 50.87% | Â | Pyramis Small Company CF | 7.42% | 6.56% |
Pyramis Small Company CF | 43.79% | 42.67% | Â | Davidson Inv. Small/Midcap | 5.24% | 4.73% |
WTRISC Small Cap Growth Index ETF Fund 96 | 42.96% | 41.61% | Â | Putnam Quantitative Solutions: SCG | 5.22% | 4.27% |
Davidson Inv. Small/Midcap | 41.76% | 40.97% | Â | First State Small Cap Core Equity Fund | 4.14% | 3.07% |
First State Small Cap Growth Equity Fund | 39.63% | 38.41% | Â | Ranger Small-Cap Fund | 2.99% | 1.90% |
Cloud Neff Small Cap Growth CF 0 | 37.41% | 37.41% | Â | Waddell & Reed Small Cap Growth Eq. CF | 2.92% | 2.08% |
Waddell & Reed Small Cap Growth Eq. CF | 37.24% | 36.91% | Â | Cloud Neff Small Cap Growth CF 0 | 2.90% | 2.90% |
SSgA Russell 2000 Growth CIT | 34.67% | 34.56% | Â | Washington Capital Mgmt. Sm-Cap Growth CF | 1.96% | 1.04% |
Hillsdale U.S. Performance Equity Fund | 33.93% | 31.14% | Â | SSgA Russell 2000 Growth CIT | 0.98% | 0.92% |
U.S. SA stable value | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
ING Stable Value Fund 130 | 3.92% | 2.58% | Â | Goode Stable Value | 4.62% | |
Goode Stable Value | 3.73% | Â | Putnam Stable Value Fund | 4.51% | ||
Federated Capital Preservation ISP | 3.72% | 3.24% | Â | Galliard WF Stable Value Fund M (55) | 4.46% | 3.90% |
Galliard WF Stable Value Fund M (55) | 3.40% | 2.84% | Â | RiverSource Trust Stable Capital Fund | 4.36% | 4.27% |
RiverSource Trust Stable Capital Fund | 3.29% | 3.02% | Â | Federated Capital Preservation ISP | 4.32% | 3.86% |
SSgA Stable Value CIT | 3.27% | Â | RiverSource Trust Income Fund I | 4.29% | 4.20% | |
Invesco Stable Value Trust CF | 3.10% | 2.80% | Â | Fortis Income Plus Class J | 4.21% | 3.43% |
Putnam Stable Value Fund | 2.97% | Â | SSgA Stable Value CIT | 4.20% | ||
Wachovia Stable Investment Fund | 2.70% | 2.65% | Â | Invesco Stable Value Trust CF | 4.11% | 3.80% |
Morley Financial Svcs. Stab. CF | 2.66% | 2.42% | Â | Morley Financial Svcs. Stab. CF | 4.06% | 3.89% |
U.S. SA target date 2000-2010 | 1-year gross return | 1-year net return | ||||
Pyramis Active Lifecycle 2010 | 26.48% | 25.69% | ||||
Wellington Trust Target Series 2010 | 24.96% | 24.32% | ||||
Pyramis Active Lifecycle 2005 | 24.39% | 23.61% | ||||
Putnam Ret. Adv. 2010 Fund Vii Cl Z | 22.85% | 21.71% | ||||
Schwab Mgd. Retirement Trust 2010 Cl 2 | 21.76% | 20.96% | ||||
BlackRock LifePath 2010 CF | 20.48% | 19.89% | ||||
Callan Glidepath 2010 Fund 25 | 20.33% | 20.03% | ||||
Nuveen PersonalPlan 2010 Fund N | 19.76% | 19.52% | ||||
The Vanguard Target Retire 2010 CIT | 19.73% | 19.61% | ||||
Manning & Napier Retirement Target 2010 | 19.08% | 19.08% | ||||
U.S. SA target date 2011-2015 | 1-year gross return | 1-year net return | ||||
MG Trust RetireFocus 2015 Inst'l Class | 31.62% | 31.03% | ||||
Pyramis Active Lifecycle 2015 | 26.82% | 26.03% | ||||
Putnam Ret. Adv. 2015 Fund Vii Cl Z | 25.75% | 24.62% | ||||
Schwab Mgd. Retirement Trust 2015 Cl 1 | 24.66% | 23.55% | ||||
BlackRock LifePath 2015 CF | 22.77% | 22.16% | ||||
Callan Glidepath 2015 Fund 25 | 22.64% | 22.33% | ||||
The Vanguard Target Retire 2015 CIT | 21.72% | 21.59% | ||||
BlackRock - LifePath Index 2015 CF | 20.19% | 20.07% | ||||
Pyramis Index Lifecycle 2015 | 18.15% | 18.15% | ||||
SSgA Target Retirement 2015 Fund | 18.14% | 17.97% | ||||
U.S. SA target date 2016-2020 | 1-year gross return | 1-year net return | ||||
MG Trust RetireFocus 2020 Inst'l Class | 32.61% | 32.02% | ||||
Wellington Trust Target Series 2020 | 27.27% | 26.21% | ||||
Schwab Mgd. Retirement Trust 2020 Cl 2 | 26.31% | 25.50% | ||||
Pyramis Active Lifecycle 2020 | 26.19% | 25.40% | ||||
J.P. Morgan Commingled Pension Sr2020 C Cl | 26.16% | 25.39% | ||||
BlackRock LifePath 2020 CF | 24.87% | 24.26% | ||||
Callan Glidepath 2020 Fund 25 | 24.86% | 24.55% | ||||
Manning & Napier Retirement Target 2020 | 24.10% | 24.10% | ||||
The Vanguard Target Retire 2020 CIT | 23.30% | 23.21% | ||||
BlackRock - LifePath Index 2020 CF | 22.63% | 22.38% | ||||
U.S. SA target date 2021-2025 | 1-year gross return | 1-year net return | ||||
MG Trust RetireFocus 2025 Inst'l Class | 35.23% | 34.61% | ||||
J.P. Morgan Commingled Pension Sr2025 C Cl | 29.24% | 28.40% | ||||
Schwab Mgd. Retirement Trust 2025 Cl 1 | 27.68% | 26.57% | ||||
Callan Glidepath 2025 Fund 25 | 27.25% | 26.94% | ||||
BlackRock LifePath 2025 CF | 26.46% | 25.84% | ||||
Pyramis Active Lifecycle 2025 | 25.52% | 24.74% | ||||
The Vanguard Target Retire 2025 CIT | 25.26% | 25.13% | ||||
BlackRock - LifePath Index 2025 CF | 25.03% | 24.79% | ||||
SSgA Dow Jones Target 2025 Strategy | 23.93% | 22.96% | ||||
Pyramis Index Lifecycle 2025 | 22.49% | 22.49% | ||||
U.S. SA target date 2026-2030 | 1-year gross return | 1-year net return | ||||
MG Trust RetireFocus 2030 Inst'l Class | 35.36% | 34.78% | ||||
Manning & Napier Retirement Target 2030 | 29.88% | 29.88% | ||||
J.P. Morgan Commingled Pension Sr2030 C Cl | 29.74% | 28.83% | ||||
Wellington Trust Target Series 2030 | 29.65% | 28.83% | ||||
Callan Glidepath 2030 Fund 25 | 28.86% | 28.54% | ||||
Schwab Mgd. Retirement Trust 2030 Cl 2 | 28.86% | 28.00% | ||||
BlackRock LifePath 2030 CF | 27.99% | 27.36% | ||||
Pyramis Active Lifecycle 2030 | 27.39% | 26.59% | ||||
The Vanguard Target Retire 2030 CIT | 26.97% | 26.89% | ||||
Hand SMART Funds 2030 R3 | 25.12% | 24.46% | ||||
U.S. SA target date 2031-2035 | 1-year gross return | 1-year net return | ||||
MG Trust RetireFocus 2035 Inst'l Class | 35.37% | 34.77% | ||||
BlackRock - LifePath Index 2045 CF | 31.89% | 31.63% | ||||
SSgA Dow Jones Target 2035 Strategy | 31.17% | 30.14% | ||||
J.P. Morgan Commingled Pension Sr2035 C Cl | 31.12% | 30.16% | ||||
BlackRock - LifePath Index 2040 CF | 30.46% | 30.20% | ||||
Schwab Mgd. Retirement Trust 2035 Cl 1 | 30.44% | 29.29% | ||||
Callan Glidepath 2035 Fund 25 | 29.73% | 29.41% | ||||
BlackRock LifePath 2035 CF | 29.31% | 28.68% | ||||
BlackRock - LifePath Index 2035 CF | 28.86% | 28.61% | ||||
The Vanguard Target Retire 2035 CIT | 28.47% | 28.35% | ||||
U.S. SA target date 2036-2040 | 1-year gross return | 1-year net return | ||||
MG Trust RetireFocus 2040 Inst'l Class | 36.23% | 35.61% | ||||
Manning & Napier Retirement Target 2040 | 35.90% | |||||
J.P. Morgan Commingled Pension Sr2040 C Cl | 30.68% | 29.72% | ||||
BlackRock LifePath 2040 CF | 30.56% | 29.93% | ||||
Wellington Trust Target Series 2040 | 30.47% | 29.64% | ||||
Schwab Mgd. Retirement Trust 2040 Cl 2 | 30.43% | 29.54% | ||||
Callan Glidepath 2040 Fund 25 | 29.61% | 29.29% | ||||
The Vanguard Target Retire 2040 CIT | 28.60% | 28.47% | ||||
Pyramis Active Lifecycle 2040 | 27.97% | 27.17% | ||||
SSgA Target Retirement 2040 Fund | 27.43% | 27.25% | ||||
U.S. SA target date 2041-2045 | 1-year gross return | 1-year net return | ||||
MG Trust RetireFocus 2045 Inst'l Class | 36.33% | 35.74% | ||||
SSgA Dow Jones Target 2045 Strategy | 33.56% | 32.52% | ||||
BlackRock LifePath 2045 CF | 31.59% | 30.94% | ||||
J.P. Morgan Commingled Pension Sr2045 C Cl | 31.42% | 30.46% | ||||
Schwab Mgd. Retirement Trust 2045 Cl 1 | 31.00% | 29.86% | ||||
Callan Glidepath 2045 Fund 25 | 30.00% | 29.68% | ||||
The Vanguard Target Retire 2045 CIT | 28.66% | 28.55% | ||||
SSgA Target Retirement 2045 Fund | 27.45% | 27.27% | ||||
Pyramis Active Lifecycle 2045 | 27.39% | 26.59% | ||||
Pyramis Index Lifecycle 2045 | 25.59% | 25.59% | ||||
U.S. SA target date 2050+ | 1-year gross return | 1-year net return | ||||
MG Trust RetireFocus 2050 Inst'l Class | 36.02% | 35.42% | ||||
Manning & Napier Retirement Target 2050 | 35.86% | |||||
BlackRock - LifePath Index 2050 CF | 33.88% | 33.62% | ||||
Schwab Mgd. Retirement Trust 2050 Cl 2 | 30.96% | 30.07% | ||||
J.P. Morgan Commingled Pension Sr2050 C Cl | 30.89% | 29.94% | ||||
Wellington Trust Target Series 2050 | 30.79% | 29.95% | ||||
The Vanguard Target Retire 2050 CIT | 28.81% | 28.68% | ||||
Pyramis Active Lifecycle 2050 | 28.23% | 27.42% | ||||
Nuveen PersonalPlan 2050 Fund N | 26.98% | 26.73% | ||||
Pyramis Index Lifecycle 2050 | 26.51% | 26.51% | ||||
U.S. SA world stock | 1-year gross return | 1-year net return | ||||
Tradewinds Global All Cap Fund P | 51.38% | 50.26% | ||||
Capital Guardian AC World Equity SS DB | 34.90% | 33.97% | ||||
KBC Eco Water Fund | 32.33% | 31.30% | ||||
Capital Guardian Global Equity DB | 31.16% | 30.25% | ||||
Associated Bank Foreign Equity Fund | 30.29% | |||||
Burgundy Global Focused Opportunities | 28.09% | 26.85% | ||||
Navigator Global Growth Fund 3 | 27.10% | |||||
AXA Rosenberg Il All Cap Inst'l Fund | 27.04% | 26.19% | ||||
Beutel Goodman Global Equity Fund | 26.79% | 25.90% | ||||
KBC Eco Climate Change | 24.39% | 23.45% | ||||
Source: Morningstar Inc. |
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