Composite U.S. Allocation

Top 10 managers: one-year returnCategoryGross returnNet return
Good Harbor U.S. Tactical CoreUS SA Moderate Allocation50.1649.14
ValueWorks Bal. Comp.US SA Moderate Allocation45.63
Calamos U.S. Opportunities Comp.US SA Moderate Allocation38.5037.61
Winslow Asset Mgmt. All Cap BalancedUS SA Moderate Allocation37.1136.30
Green Inv. Mgmt. Opp. Bal. Gr.US SA Moderate Allocation33.9732.65
LMG BalancedUS SA Moderate Allocation33.9632.51
UBS Global U.S. Balanced PortfolioUS SA Conservative Allocation32.0331.18
Atalanta Sosnoff BalancedUS SA Moderate Allocation31.9830.70
Johnson Inst'l Mgmt. Enhanced IndexUS SA Moderate Allocation31.5731.21
Green Inv. Mgmt. Guardian Bal Gr.US SA Moderate Allocation31.2429.74
 
Top 10 managers: five-year returnCategoryGross returnNet return
Good Harbor U.S. Tactical CoreUS SA Moderate Allocation11.5110.69
Janus BalancedUS SA Conservative Allocation8.377.74
FPA Contrarian ValueUS SA Conservative Allocation7.766.48
A.R. Schmeidler Balanced AccountsUS SA Moderate Allocation7.666.89
Atalanta Sosnoff BalancedUS SA Moderate Allocation7.656.83
Leuthold Weeden Core InvestmentsUS SA Moderate Allocation7.426.51
Harris Assoc. Equity & Income Comp.US SA Moderate Allocation7.146.39
Fiduciary Mgmt. of Milwaukee Bal. Comp.US SA Moderate Allocation6.395.76
Winslow Asset Mgmt. All Cap BalancedUS SA Moderate Allocation6.295.70
Montag & Caldwell BalancedUS SA Moderate Allocation5.455.02
Source: Morningstar Inc.

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