Composite U.S. Stock

Top 10 managers: one-year returnCategoryGross returnNet return
WHV Micro Cap EquityUS SA Small Value141.83139.63
Moloney Securities GrowthUS SA Mid-Cap Blend125.56122.48
Tieton Small Cap ValueUS SA Small Blend100.2398.46
Zevenbergen Z/TechUS SA Technology98.1896.32
Wellington All Cap OpportunitiesUS SA Midcap Blend86.59
Trapeze Long-Only EquityUS SA Midcap Value83.58
Trapeze Long/Short EquityUS SA Midcap Value82.71
Fiduciary Asset Mgmt. MLPsUS SA Natural Resources81.6380.00
Donald Smith & Co. Microcap ValueUS SA Small Value81.3379.21
Legg Mason Capital Mgmt. MidcapUS SA Midcap Blend81.2779.84
 
Top 10 managers: five-year returnCategoryGross returnNet return
Insight Concentrated GrowthUS SA Small Growth31.25
AIS TAAPUS SA Equity Precious Metals18.0016.85
WM UAG1 Bluechip 20-FocusUS SA Large Growth17.8016.44
Orleans Energy OpportunitiesUS SA Equity Energy15.6615.12
Morgan Stanley Midcap Growth StrategyUS SA Midcap Growth14.4313.28
Moloney Securities GrowthUS SA Midcap Blend13.5211.87
Fiduciary Asset Mgmt. MLPsUS SA Natural Resources12.0811.01
RS Global Natural ResourcesUS SA Natural Resources11.6910.07
OMT Capital Mgmt. Select Growth StrategyUS SA Small Growth11.6510.68
Eagle Global Advisors MLP CompositeUS SA Natural Resources11.38
Source: Morningstar Inc.

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By the Numbers for December 2021