May 03, 2010 01:00 AM

Top performing managers by category: commingled accounts

US SA Diversified Emerging Mkts	1 year gross return	1 year net return		5 year gross return	5 year net return
Top performing managers by category: commingled accounts
Data are for periods ended March 31, 2010.
LSV Asset Mgt Emg Mkts Val Eq Fund LP	98.85%	97.05%	Capital Guardian Emerging Markets Eq S1	18.92%	17.65%
Lazard Emerging Markets Group Trust	90.00%		Lazard Emerging Markets Group Trust	18.90%
Pyramis Emerging Markets Equity Pool	88.57%	87.14%	City of London Global Emg Mkts Fund	18.51%	17.10%
Trilogy Emerging Markets Fund	86.77%	77.21%	Invesco Emerging Market Equity Trust	17.62%	16.34%
Invesco Emerging Market Equity Trust	86.45%	84.51%	The Boston Emerging Markets Equity CF	16.96%	15.70%
Trilogy Emerging Markets Pooled Fund	85.16%	83.37%	Pyramis Emerging Markets Equity Pool	15.56%	14.65%
City of London Global Emg Mkts Fund	85.05%	82.80%	Blackrock MSCI Emg Mrkt Free Idx	15.39%	15.22%
Pictet Global Emerging Markets CF	84.34%	82.28%	SSgA Active Emerging Markets CIT	15.01%	14.06%
The Boston Emerging Markets Equity CF	83.78%	81.86%	Pictet Global Emerging Markets CF	14.48%	13.48%
WTRISC Emerging Markets Eq Idx ETF Fd 96	83.35%	81.61%	Newgate EM Commingled Fund	13.32%

US SA Foreign Large Blend	1 year gross return	1 year net return		5 year gross return	5 year net return
EARNEST Intl Collective Investment Trust	77.36%	75.92%	Capital Guardian ACW ex-US Eq SS DB	7.44%	6.54%
Pictet International Equity Fund LLC	68.95%	68.95%	Pictet International Equity Fund LLC	6.02%	5.55%
WTFSC International Core Portfolio	63.57%		The Boston TBC ACWI ex-US CF	5.65%	4.94%
The Boston TBC ACWI ex-US CF	60.27%	58.97%	Sceptre Inv Counsel Eq Pool Fund CF	5.45%
Manning & Napier Non-U.S. Eq Labor CIT	57.95%	57.95%	Pyramis International Growth CF	4.98%	4.25%
PineBridge Intl Diversified Equity Fund	56.89%	56.66%	Capital Guardian Non-US Equity S4	4.90%	3.99%
WTRISC International Eq Index ETF Fd 96	56.65%	55.17%	Pyramis Select International CF	4.41%	3.69%
Christian Bros CUIT Int'l Equity Class B	56.41%	54.81%	WTFSC International Core Portfolio	4.38%
Christian Bros CUIT Int'l Equity Class A	56.41%	54.22%	Blackrock EAFE Eq Idx Fund CF	4.13%	4.00%
Blackrock EAFE Eq Idx Fund CF	55.06%	54.84%	Mellon Cap EB DL Int'l Stock Index Fund	3.99%	3.99%

US SA Foreign Large Value	1 year gross return	1 year net return
LSV Asset Mgt Intl Lg Cap Val Eq Trust	62.31%	61.19%
The Boston Non-US Value CF	58.12%	56.91%
Invesco Intl Eq Trust CF	56.13%	54.93%
Delaware International Equity Trust 85 I	56.04%	54.74%
The Boston International Core CF	55.93%	54.73%
Beutel Goodman International Equity Fund	53.21%	52.11%
SSgA International Alpha Select CIT	50.77%	49.61%
Wachovia Disciplined Intl Core Equity	50.62%	50.62%
AXA Rosenberg Inst. Series: Intl Eq Fund	48.79%	47.80%
WTFSC Overseas Equity Portfolio	45.95%	45.95%

US SA Intermediate-Term Bond	1 year gross return	1 year net return		5 year gross return	5 year net return
Delaware Diversified Income Trust 65 I	27.29%	26.53%	Pru Core Plus Fixed Inc CIT Inst Class	7.04%	6.72%
Christian Bros Intrm Divers Bond Class B	22.24%	21.82%	Christian Bros Intrm Divers Bond Class B	6.63%	6.20%
Christian Bros Intrm Divers Bond Class A	22.24%	21.62%	Christian Bros Intrm Divers Bond Class A	6.63%	6.06%
Pru Core Plus Fixed Inc CIT Inst Class	22.06%	21.71%	Invesco Interm Bond Trust CF	6.52%	6.52%
ING Core Plus Fixed Income CIT	18.64%	14.58%	Davidson Inv Core Fixed Inc Traditional	6.46%	6.00%
Invesco Core FI CF	17.16%	16.99%	First Midwest Trust Co. EB Fix-Inc CF	6.18%	6.18%
ING Core Fixed Income CIT	15.87%	12.38%	First Citizens Intermediate Bond Fund	6.17%	6.17%
Pru Core Fixed Inc CIT Inst Class	14.91%	14.59%	First Citizens Investment Gr Bond Fund	6.02%	6.02%
Keybank NA EB Fixed Income Fund	14.55%	13.98%	Pru Fixed Inc Enh Index CIT Inst Class	5.99%	5.90%
Galliard Intermediate Bond Fund	14.39%	14.08%	Westwood Mgt Corp. Fix-Inc (EB) CF	5.96%	5.83%

US 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	63.66%	63.66%	Cloud Neff MFI Growth CF	5.19%	5.19%
Blackrock Eq Idx Fund CF (For DC)	62.64%	62.49%	Wachovia Fundamental Large Cap	5.16%	5.16%
Diamond Hill Large Cap Portfolio 45	56.62%	55.92%	Blackrock Eq Idx Fund CF (For DC)	5.07%	4.97%
Wachovia Fundamental Large Cap	56.62%	56.62%	Davidson Inv Multi-Cap Core Wrap	4.86%	3.55%
WTFSC Fundamental Value Portfolio	55.65%	55.65%	Westwood Mgt Corp. Lg-Cap Eq (EB) CF	4.72%	4.40%
Wellington CIF II Large Cap Research Eq	55.27%	54.56%	Cloud Neff Cap Neutral Large Blend 1000	4.65%	4.65%
Wachovia Large Cap Intrinsic Value	54.74%	54.74%	Invesco Struc Core Eq Trust CF	3.79%	3.27%
Two Rivers Managed Equity Fund 125	53.94%	52.04%	Keybank NA EB Large Cap Value Fund	3.63%	2.92%
Pyramis Large Cap Core 130/30 CIT	53.92%	53.92%	Wachovia Large Cap Intrinsic Value	3.63%	3.63%
DAI AA Growth Portfolio 200	53.80%	50.77%	Davidson Inv Eq Inc Strat	3.08%	2.40%

US SA Large Growth	1 year gross return	1 year net return		5 year gross return	5 year net return
Hand Advice Portfolios High Gr Fd R3	59.54%	58.08%	Janus Inst Concentrated Growth CF	8.60%	7.70%
PensionTrend Aggressive Gro Fund 65	56.57%	55.57%	SSgA Russell 1000 Growth Index CIT	5.92%	5.81%
Cloud Neff MFI Aggressive Growth	55.96%	55.96%	Manning & Napier Pro-Mix Max Term CIT	5.52%	5.52%
Cloud Neff Cap Neutral Lg Growth 1000	55.12%	55.12%	Hand Advice Portfolios High Gr Fd R3	5.41%	4.41%
Janus Inst Concentrated Growth CF	54.51%	53.21%	ING Large Cap Growth R1000G CIT	5.17%	3.45%
Wellington CIF II Diversified Growth	54.28%	53.42%	Cloud Neff Large Cap Growth CF 0	4.53%	4.53%
Christian Bros CUIT Growth Fund- Class B	52.88%	51.53%	Cloud Neff Cap Neutral Lg Growth 1000	4.45%	4.45%
Christian Bros CUIT Growth Fund- Class A	52.88%	51.05%	First Western Eq Gr LP CF	4.41%	2.86%
Cloud Neff Large Cap Growth CF 0	52.10%	52.10%	Cloud Neff MFI Aggressive Growth	4.38%	4.38%
Manning & Napier Pro-Mix Max Term CIT	50.80%	50.80%	Hand Advice Portfolios Growth Fund R3	4.27%	3.29%

US SA Large Value	1 year gross return	1 year net return		5 year gross return	5 year net return
DePrince, Race & Zollo, Lg-Cap Val CIT	80.67%	79.64%	Cloud Neff Cap Neutral Large Value 1000	6.30%
Artisan Opportunistic Value Trust	59.32%	58.38%	Graham & Dodd Fund LP	6.12%	5.96%
Wellington CIF II Research Value	57.09%	56.53%	The Boston US Dynamic Lg Cap Value CF	4.53%	3.69%
Christian Bros CUIT Value Equity Class A	56.89%	55.35%	Orleans Performance Strategic Dividend	3.89%
Christian Bros Inv Svcs Val Eq Fund Cl B	56.89%	55.91%	Pyramis Diversified Large Cap Value	2.88%	2.46%
Cloud Neff Cap Neutral Large Value 1000	56.63%		QMA Value Equity CF	2.39%	1.79%
Pyramis Diversified Large Cap Value	56.20%	55.52%	Christian Bros CUIT Value Equity Class A	2.38%	1.35%
Advisory Research Lg Cap Ltd Prtnrshp	56.10%	54.41%	Christian Bros Inv Svcs Val Eq Fund Cl B	2.38%	1.70%
Blackrock Eq Val Fund CF	55.67%	55.55%	The Boston Large Cap Value Equity CF	2.30%	1.60%
Cloud Neff Large Cap Value CF 0	55.44%	55.44%	Blackrock Eq Val Fund CF	2.25%	2.15%

US SA Mid-Cap Blend	1 year gross return	1 year net return		5 year gross return	5 year net return
The Boston Mid-Cap Opp Value Equity CF	76.40%	75.06%	Westwood Mgt Corp. SMid (EB) CF	11.29%	11.02%
NWQ Small/Mid Cap Value Fund J	74.08%	72.78%	The Boston Mid-Cap Opp Value Equity CF	7.76%	6.88%
Cloud Neff Mid Cap Blend 0	72.30%	72.30%	Amalg Bank Longview Qnt Mid Cap CF	5.64%	5.06%
Amalg Bank Longview Qnt Mid Cap CF	72.25%	71.34%	Burgundy US Small/Mid Cap Fund	5.61%	4.76%
QMA Mid-cap Quantitative Core Equity CF	71.13%	70.23%	QMA Mid-cap Quantitative Core Equity CF	5.53%	4.95%
WTRISC Mid Cap Index ETF Fund 96	70.06%	68.44%	Hand MIDCAP Blend Index Fund R3	5.39%	5.38%
Blackrock Extended Alpha Tilts CF	68.39%	67.67%	Keybank NA EB Mid Cap Fund	5.38%	4.51%
Santa Barbara Small/Mid Cap Fund P	67.10%	65.78%	Blackrock Mid Cap Eq Idx Fund CF	5.31%	5.28%
SSgA U.S. Extended Market Index CIT	66.33%	66.20%	SSgA S&P MidCap Index CIT	5.22%	5.08%
Blackrock Extended Mkt Fund CF	65.54%	65.38%	Amalg Bank LongView 400 Mid Idx CF	5.19%	5.16%

US SA Moderate Allocation	1 year gross return	1 year net return		5 year gross return	5 year net return
Christian Bros CUIT Balanced Fund	49.18%	45.26%	Manning & Napier Pro-Mix Ext Term CIT	5.85%
DAI AA Moderate Growth Portfolio 200	47.85%	44.94%	Hand Balanced Fund	5.59%	4.83%
Invesco Agg Asset Alloc Trust CF	43.77%	42.73%	Invesco Moderate Asset Alloc Trust CF	5.34%	4.64%
PensionTrend Moderate Growth Fund 65	43.64%	42.72%	Manning & Napier Pro-Mix Mod Term CIT	5.30%	5.30%
WTFSC Strategic Balanced Portfolio	43.30%	43.30%	Hand Advice Portfolios Moderate Gr Fd R3	5.15%	4.15%
Hand Advice Portfolios Moderate Gr Fd R3	41.05%	39.76%	Christian Bros CUIT Balanced Fund	5.11%	3.87%
Hand Balanced Fund	40.27%	39.90%	Hand Advice Portfolios Moderate Fund R3	4.93%	3.96%
PensionTrend Conservative Gro Fund 65	36.98%	36.10%	Sceptre Inv Counsel Bal Pool Fund CF	4.61%	4.61%
Invesco Moderate Asset Alloc Trust CF	36.29%	35.30%	Invesco Agg Asset Alloc Trust CF	4.42%	3.72%
Manning & Napier Pro-Mix Extend Term CIT	35.85%		The LASSO Fund	4.06%	3.58%

US SA Real Estate	1 year gross return	1 year net return		5 year gross return	5 year net return
Pyramis REITS	125.69%	124.43%	Invesco Eq Real Est Secs Trust CF	6.31%	5.52%
Blackrock US Real Estate Sec Idx	114.49%	114.19%	Security Capital Preferred Growth	6.20%	5.04%
WTFSC Total Return REIT Portfolio	114.19%	114.19%	WTFSC Total Return REIT Portfolio	5.17%	5.17%
Security Capital Preferred Growth	113.42%	110.74%	Pyramis REITS	4.77%	4.17%
SSgA U.S. Passive REIT CIT	112.30%	112.00%	SSgA U.S. Passive REIT CIT	3.51%	3.30%
Adelante Total Return Fund LLC	108.05%	105.78%	Union Labor Life MSA J	3.23%	2.45%
Invesco Eq Real Est Secs Trust CF	97.33%	95.93%	Blackrock US Real Estate Sec Idx	3.16%	3.00%
SSgA U.S. Active REIT CIT	96.89%	95.77%	SSgA U.S. Active REIT CIT	2.67%	2.05%
Cloud Neff Quantitative Value Value CF 0	88.89%	88.89%	Adelante Total Return Fund LLC	2.63%	1.69%
Blackrock Ex-US Real Estate Idx	71.27%	70.94%	Cloud Neff Quantitative Value Value CF 0	-4.71%	-4.71%

US SA Small Blend	1 year gross return	1 year net return		5 year gross return	5 year net return
Wellington CIF II S/C Opportunities	90.37%	89.71%	The Boston Small Cap Opp Val Eq Mgt CF	11.81%	10.74%
The Boston Small Cap Opp Val Eq Mgt CF	88.17%	86.39%	Cloud Neff Small Cap Blend CF 0	5.73%	5.73%
Thomson Horstmann & Bryant Micro Cap	74.65%	70.99%	RhumbLine S&P 600 CF	5.71%	5.71%
Pyramis Small Cap Core CF	73.81%	72.48%	Pyramis Small Cap Core CF	5.54%	4.70%
WTRISC Small Cap Index ETF Fund 96	73.55%	71.91%	Wellington CIF II S/C Opportunities	5.48%	4.65%
Cloud Neff Small Cap Blend CF 0	72.60%	72.60%	RAM Small-Cap Trust	4.70%	3.65%
Amalg Bank LongView 600 SC Idx CF	63.93%	63.85%	First Citizens Small Cap Fund	4.32%	4.32%
RhumbLine S&P 600 CF	63.22%	63.22%	Amalg Bank LongView 600 SC Idx CF	3.51%	3.48%
Blackrock Russ 2000 Idx Fd (for DC)	63.07%	62.94%	Blackrock Russ 2000 Idx Fd (for DC)	3.45%	3.37%
First Citizens Small Cap Fund	62.96%	62.96%	Thomson Horstmann & Bryant Micro Cap	2.98%	1.67%

US SA Small Growth	1 year gross return	1 year net return		5 year gross return	5 year net return
Delaware Small Cap Growth Trust 75 I	80.60%	79.66%	Hillsdale US Performance Equity Fund	9.35%	8.15%
TCW Small Cap Growth Collective Trust	79.07%	78.05%	Pyramis Small Company CF	8.76%	7.89%
WTFSC Small Company Growth Portfolio	74.10%		Putnam Quantitative Solutions: SCG	7.23%	6.27%
WTRISC Sm Cap Growth Index ETF Fd 96	70.89%	69.27%	Cloud Neff Small Cap Growth CF 0	6.79%	6.79%
Pyramis Small Company CF	66.75%	65.47%	Ranger Small-Cap Fund, L.P.	5.37%	4.26%
Cloud Neff Small Cap Growth CF 0	65.81%	65.81%	Waddell & Reed Small Cap Growth Eq CF	4.88%	4.08%
Putnam Quantitative Solutions: SCG	63.83%	62.44%	Davidson Inv Small/Mid Cap	4.64%	4.10%
Mellon Cap EB Sm Cap Stock Index Fund	63.35%	63.35%	The Vanguard Russell 2000 Growth Index	4.07%	4.07%
SSgA Russell 2000 ERISA CF	62.73%	62.60%	SSgA Russell 2000 Growth CIT	3.92%	3.86%
Davidson Inv Small/Mid Cap	60.88%	59.82%	Mellon Cap EB Sm Cap Stock Index Fund	3.41%	3.41%

US SA Stable Value	1 year gross return	1 year net return		5 year gross return	5 year net return
ING Stable Value Fund 130	3.80%	2.46%	Goode Stable Value	4.54%	4.54%
Federated Capital Preservation ISP	3.62%	3.14%	Putnam Stable Value (100bps)	4.50%	3.47%
Putnam Stable Value (100bps)	3.49%	2.45%	Galliard WF Stable Value Fund M (55)	4.40%	3.84%
Goode Stable Value	3.48%	3.48%	Federated Capital Preservation ISP	4.30%	3.85%
Invesco Stable Val Trust CF	3.48%	3.18%	SSgA Stable Value CIT	4.15%	4.09%
Galliard WF Stable Value Fund M (55)	3.24%	2.68%	Fortis Income Plus Class J	4.12%	3.34%
SSgA Stable Value CIT	3.21%	3.21%	Keybank NA EB MaGIC Fund	4.09%	3.64%
Keybank NA EB MaGIC Fund	2.84%	2.32%	Invesco Stable Val Trust CF	4.08%	3.77%
Morley Financial Svcs Stab CF	2.56%	2.30%	Morley Financial Svcs Stab CF	3.98%	3.81%
Wachovia Stable Investment Fund	2.37%	2.37%	Wachovia Diversified Stable Val Fund	3.88%	3.88%

US SA Target Date 2000-2010	1 year gross return	1 year net return
Pyramis Active Lifecycle 2010	35.66%	34.81%
Callan Glidepath 2010 Fund 25	34.69%	34.36%
Wellington Trust Target Series 2010	34.34%	33.53%
Pyramis Active Lifecycle 2005	32.64%	31.81%
Putnam Rtrmnt Advt 2010 Fd Vii Cl Z	30.70%	29.49%
The Vanguard Target Retire 2010 CIT	30.41%	30.26%
Nuveen PersonalPlan 2010 Fund N	30.29%	30.03%
Callan Glidepath 2005 Fund 25	29.56%	29.24%
JPMorgan Commingled Pens Sr2010 C Cl	29.10%	28.53%
Mellon Cap EB Target Maturity 2010 Fund	28.32%	28.32%

US SA Target Date 2016-2020	1 year gross return	1 year net return
Callan Glidepath 2020 Fund 25	43.99%	43.63%
JPMorgan Commingled Pens Sr2020 C Cl	41.59%	40.74%
Wellington Trust Target Series 2020	39.94%	38.85%
Pyramis Active Lifecycle 2020	39.21%	38.34%
Blackrock LifePath 2020 CF	38.65%	37.98%
The Vanguard Target Retire 2020 CIT	38.63%	38.53%
Mellon / EB Target Maturity 2020 Fund	36.81%	36.81%
Blackrock - LifePath Index 2020 CF	36.63%	36.37%
SSgA Target Retirement 2020 Fund	36.50%	36.31%
Manning & Napier Retirement Targ 2020	35.65%	35.65%

US SA Target Date 2026-2030	1 year gross return	1 year net return
Callan Glidepath 2030 Fund 25	51.43%	51.05%
JPMorgan Commingled Pens Sr2030 C Cl	49.63%	48.60%
Wellington Trust Target Series 2030	46.19%	45.20%
The Vanguard Target Retire 2030 CIT	46.16%	46.04%
Blackrock LifePath 2030 CF	45.85%	45.14%
Hand SMART Funds® 2030 R3	45.12%	44.63%
SSgA Target Retirement 2030 Fund	44.29%	44.10%
Pyramis Active Lifecycle 2030	44.10%	43.20%
Mellon / EB Target Maturity 2030 Fund	44.00%	44.00%
Manning & Napier Retirement Targ 2030	43.17%	43.17%

US SA Target Date 2031-2035	1 year gross return	1 year net return
Blackrock - LifePath Index 2045 CF	55.66%	55.36%
Callan Glidepath 2035 Fund 25	52.88%	52.51%
Blackrock - LifePath Index 2040 CF	52.17%	51.87%
JPMorgan Commingled Pens Sr2035 C Cl	52.10%	51.00%
SSgA Dow Jones Target 2035 Strategy	50.50%	49.34%
The Vanguard Target Retire 2035 CIT	49.29%	49.14%
Blackrock LifePath 2035 CF	49.01%	48.29%
Blackrock - LifePath Index 2035 CF	48.61%	48.32%
SSgA Target Retirement 2035 Fund	48.01%	47.81%
Blackrock - LifePath Index 2030 CF	44.82%	44.54%

US SA Target Date 2036-2040	1 year gross return	1 year net return
Callan Glidepath 2040 Fund 25	52.59%	52.21%
Blackrock LifePath 2040 CF	52.18%	51.45%
JPMorgan Commingled Pens Sr2040 C Cl	51.89%	50.79%
Manning & Napier Retirement Targ 2040	50.74%	50.74%
The Vanguard Target Retire 2040 CIT	49.28%	49.13%
SSgA Target Retirement 2040 Fund	48.85%	48.65%
Wellington Trust Target Series 2040	48.58%	47.75%
Mellon / EB Target Maturity 2040 Fund	46.03%	46.03%
Pyramis Active Lifecycle 2040	45.85%	44.94%
Hand SMART Funds® 2040 R3	44.81%	43.30%

US SA Target Date 2050+	1 year gross return	1 year net return
Blackrock - LifePath Index 2050 CF	58.30%	58.00%
JPMorgan Commingled Pens Sr2050 C Cl	51.15%	50.06%
Manning & Napier Retirement Targ 2050	50.80%	50.80%
The Vanguard Target Retire 2050 CIT	49.18%	49.02%
SSgA Target Retirement 2050 Fund	48.84%	48.64%
Wellington Trust Target Series 2050	48.52%	47.73%
Pyramis Active Lifecycle 2050	48.08%	47.17%
Pyramis Index Lifecycle 2050	47.61%	47.61%
Nuveen PersonalPlan 2050 Fund N	47.15%	46.86%
Hand SMART Funds® 2050 R3	45.53%	45.22%

US SA World Stock	1 year gross return	1 year net return
Tradewinds Global All Cap Fund P	64.50%	63.28%
AXA Rosenberg Il All Cap Inst'l Fund	52.30%	51.29%
Beutel Goodman Global Equity Fund	51.59%	50.51%
Capital Guardian AC World Eq SS DB	50.21%	49.17%
BlackRock Global Equity Core	49.39%	48.52%
Capital Guardian Global Equity DB	48.21%	47.18%
Navigator Global Growth Fund 3	45.20%	42.61%
AIB Global Equity Income	44.73%	43.69%
Burgundy Global Focused Opportunities	43.76%	42.50%
Capital Guardian Absolute Inc Grower DB	30.83%	30.00%
Source: Morningstar Inc.

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