Composite U.S. Allocation
| Top 10 managers: one-year return | Category | Gross return | Net return |
| Good Harbor U.S. Tactical Core | US SA Moderate Allocation | 50.16 | 49.14 |
| ValueWorks Bal. Comp. | US SA Moderate Allocation | 45.63 | |
| Calamos U.S. Opportunities Comp. | US SA Moderate Allocation | 38.50 | 37.61 |
| Winslow Asset Mgmt. All Cap Balanced | US SA Moderate Allocation | 37.11 | 36.30 |
| Green Inv. Mgmt. Opp. Bal. Gr. | US SA Moderate Allocation | 33.97 | 32.65 |
| LMG Balanced | US SA Moderate Allocation | 33.96 | 32.51 |
| UBS Global U.S. Balanced Portfolio | US SA Conservative Allocation | 32.03 | 31.18 |
| Atalanta Sosnoff Balanced | US SA Moderate Allocation | 31.98 | 30.70 |
| Johnson Inst'l Mgmt. Enhanced Index | US SA Moderate Allocation | 31.57 | 31.21 |
| Green Inv. Mgmt. Guardian Bal Gr. | US SA Moderate Allocation | 31.24 | 29.74 |
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| Top 10 managers: five-year return | Category | Gross return | Net return |
| Good Harbor U.S. Tactical Core | US SA Moderate Allocation | 11.51 | 10.69 |
| Janus Balanced | US SA Conservative Allocation | 8.37 | 7.74 |
| FPA Contrarian Value | US SA Conservative Allocation | 7.76 | 6.48 |
| A.R. Schmeidler Balanced Accounts | US SA Moderate Allocation | 7.66 | 6.89 |
| Atalanta Sosnoff Balanced | US SA Moderate Allocation | 7.65 | 6.83 |
| Leuthold Weeden Core Investments | US SA Moderate Allocation | 7.42 | 6.51 |
| Harris Assoc. Equity & Income Comp. | US SA Moderate Allocation | 7.14 | 6.39 |
| Fiduciary Mgmt. of Milwaukee Bal. Comp. | US SA Moderate Allocation | 6.39 | 5.76 |
| Winslow Asset Mgmt. All Cap Balanced | US SA Moderate Allocation | 6.29 | 5.70 |
| Montag & Caldwell Balanced | US SA Moderate Allocation | 5.45 | 5.02 |
| Source: Morningstar Inc. | |||
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