May 03, 2010 01:00 AM
Top performing managers by category: commingled accounts
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| Top performing managers by category: commingled accounts | ||||||
| Data are for periods ended March 31, 2010. | ||||||
| US SA Diversified Emerging Mkts | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
|---|---|---|---|---|---|---|
| LSV Asset Mgt Emg Mkts Val Eq Fund LP | 98.85% | 97.05% | Â | Capital Guardian Emerging Markets Eq S1 | 18.92% | 17.65% |
| Lazard Emerging Markets Group Trust | 90.00% | Â | Lazard Emerging Markets Group Trust | 18.90% | ||
| Pyramis Emerging Markets Equity Pool | 88.57% | 87.14% | Â | City of London Global Emg Mkts Fund | 18.51% | 17.10% |
| Trilogy Emerging Markets Fund | 86.77% | 77.21% | Â | Invesco Emerging Market Equity Trust | 17.62% | 16.34% |
| Invesco Emerging Market Equity Trust | 86.45% | 84.51% | Â | The Boston Emerging Markets Equity CF | 16.96% | 15.70% |
| Trilogy Emerging Markets Pooled Fund | 85.16% | 83.37% | Â | Pyramis Emerging Markets Equity Pool | 15.56% | 14.65% |
| City of London Global Emg Mkts Fund | 85.05% | 82.80% | Â | Blackrock MSCI Emg Mrkt Free Idx | 15.39% | 15.22% |
| Pictet Global Emerging Markets CF | 84.34% | 82.28% | Â | SSgA Active Emerging Markets CIT | 15.01% | 14.06% |
| The Boston Emerging Markets Equity CF | 83.78% | 81.86% | Â | Pictet Global Emerging Markets CF | 14.48% | 13.48% |
| WTRISC Emerging Markets Eq Idx ETF Fd 96 | 83.35% | 81.61% | Â | 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% | Â | Capital Guardian ACW ex-US Eq SS DB | 7.44% | 6.54% |
| Pictet International Equity Fund LLC | 68.95% | 68.95% | Â | Pictet International Equity Fund LLC | 6.02% | 5.55% |
| WTFSC International Core Portfolio | 63.57% | Â | The Boston TBC ACWI ex-US CF | 5.65% | 4.94% | |
| The Boston TBC ACWI ex-US CF | 60.27% | 58.97% | Â | Sceptre Inv Counsel Eq Pool Fund CF | 5.45% | |
| Manning & Napier Non-U.S. Eq Labor CIT | 57.95% | 57.95% | Â | Pyramis International Growth CF | 4.98% | 4.25% |
| PineBridge Intl Diversified Equity Fund | 56.89% | 56.66% | Â | Capital Guardian Non-US Equity S4 | 4.90% | 3.99% |
| WTRISC International Eq Index ETF Fd 96 | 56.65% | 55.17% | Â | Pyramis Select International CF | 4.41% | 3.69% |
| Christian Bros CUIT Int'l Equity Class B | 56.41% | 54.81% | Â | WTFSC International Core Portfolio | 4.38% | |
| Christian Bros CUIT Int'l Equity Class A | 56.41% | 54.22% | Â | Blackrock EAFE Eq Idx Fund CF | 4.13% | 4.00% |
| Blackrock EAFE Eq Idx Fund CF | 55.06% | 54.84% | Â | 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% | Â | Pru Core Plus Fixed Inc CIT Inst Class | 7.04% | 6.72% |
| Christian Bros Intrm Divers Bond Class B | 22.24% | 21.82% | Â | Christian Bros Intrm Divers Bond Class B | 6.63% | 6.20% |
| Christian Bros Intrm Divers Bond Class A | 22.24% | 21.62% | Â | Christian Bros Intrm Divers Bond Class A | 6.63% | 6.06% |
| Pru Core Plus Fixed Inc CIT Inst Class | 22.06% | 21.71% | Â | Invesco Interm Bond Trust CF | 6.52% | 6.52% |
| ING Core Plus Fixed Income CIT | 18.64% | 14.58% | Â | Davidson Inv Core Fixed Inc Traditional | 6.46% | 6.00% |
| Invesco Core FI CF | 17.16% | 16.99% | Â | First Midwest Trust Co. EB Fix-Inc CF | 6.18% | 6.18% |
| ING Core Fixed Income CIT | 15.87% | 12.38% | Â | First Citizens Intermediate Bond Fund | 6.17% | 6.17% |
| Pru Core Fixed Inc CIT Inst Class | 14.91% | 14.59% | Â | First Citizens Investment Gr Bond Fund | 6.02% | 6.02% |
| Keybank NA EB Fixed Income Fund | 14.55% | 13.98% | Â | Pru Fixed Inc Enh Index CIT Inst Class | 5.99% | 5.90% |
| Galliard Intermediate Bond Fund | 14.39% | 14.08% | Â | 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% | Â | Cloud Neff MFI Growth CF | 5.19% | 5.19% |
| Blackrock Eq Idx Fund CF (For DC) | 62.64% | 62.49% | Â | Wachovia Fundamental Large Cap | 5.16% | 5.16% |
| Diamond Hill Large Cap Portfolio 45 | 56.62% | 55.92% | Â | Blackrock Eq Idx Fund CF (For DC) | 5.07% | 4.97% |
| Wachovia Fundamental Large Cap | 56.62% | 56.62% | Â | Davidson Inv Multi-Cap Core Wrap | 4.86% | 3.55% |
| WTFSC Fundamental Value Portfolio | 55.65% | 55.65% | Â | Westwood Mgt Corp. Lg-Cap Eq (EB) CF | 4.72% | 4.40% |
| Wellington CIF II Large Cap Research Eq | 55.27% | 54.56% | Â | Cloud Neff Cap Neutral Large Blend 1000 | 4.65% | 4.65% |
| Wachovia Large Cap Intrinsic Value | 54.74% | 54.74% | Â | Invesco Struc Core Eq Trust CF | 3.79% | 3.27% |
| Two Rivers Managed Equity Fund 125 | 53.94% | 52.04% | Â | Keybank NA EB Large Cap Value Fund | 3.63% | 2.92% |
| Pyramis Large Cap Core 130/30 CIT | 53.92% | 53.92% | Â | Wachovia Large Cap Intrinsic Value | 3.63% | 3.63% |
| DAI AA Growth Portfolio 200 | 53.80% | 50.77% | Â | 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% | Â | Janus Inst Concentrated Growth CF | 8.60% | 7.70% |
| PensionTrend Aggressive Gro Fund 65 | 56.57% | 55.57% | Â | SSgA Russell 1000 Growth Index CIT | 5.92% | 5.81% |
| Cloud Neff MFI Aggressive Growth | 55.96% | 55.96% | Â | Manning & Napier Pro-Mix Max Term CIT | 5.52% | 5.52% |
| Cloud Neff Cap Neutral Lg Growth 1000 | 55.12% | 55.12% | Â | Hand Advice Portfolios High Gr Fd R3 | 5.41% | 4.41% |
| Janus Inst Concentrated Growth CF | 54.51% | 53.21% | Â | ING Large Cap Growth R1000G CIT | 5.17% | 3.45% |
| Wellington CIF II Diversified Growth | 54.28% | 53.42% | Â | Cloud Neff Large Cap Growth CF 0 | 4.53% | 4.53% |
| Christian Bros CUIT Growth Fund- Class B | 52.88% | 51.53% | Â | Cloud Neff Cap Neutral Lg Growth 1000 | 4.45% | 4.45% |
| Christian Bros CUIT Growth Fund- Class A | 52.88% | 51.05% | Â | First Western Eq Gr LP CF | 4.41% | 2.86% |
| Cloud Neff Large Cap Growth CF 0 | 52.10% | 52.10% | Â | Cloud Neff MFI Aggressive Growth | 4.38% | 4.38% |
| Manning & Napier Pro-Mix Max Term CIT | 50.80% | 50.80% | Â | 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% | Â | Cloud Neff Cap Neutral Large Value 1000 | 6.30% | |
| Artisan Opportunistic Value Trust | 59.32% | 58.38% | Â | Graham & Dodd Fund LP | 6.12% | 5.96% |
| Wellington CIF II Research Value | 57.09% | 56.53% | Â | The Boston US Dynamic Lg Cap Value CF | 4.53% | 3.69% |
| Christian Bros CUIT Value Equity Class A | 56.89% | 55.35% | Â | Orleans Performance Strategic Dividend | 3.89% | |
| Christian Bros Inv Svcs Val Eq Fund Cl B | 56.89% | 55.91% | Â | Pyramis Diversified Large Cap Value | 2.88% | 2.46% |
| Cloud Neff Cap Neutral Large Value 1000 | 56.63% | Â | QMA Value Equity CF | 2.39% | 1.79% | |
| Pyramis Diversified Large Cap Value | 56.20% | 55.52% | Â | Christian Bros CUIT Value Equity Class A | 2.38% | 1.35% |
| Advisory Research Lg Cap Ltd Prtnrshp | 56.10% | 54.41% | Â | Christian Bros Inv Svcs Val Eq Fund Cl B | 2.38% | 1.70% |
| Blackrock Eq Val Fund CF | 55.67% | 55.55% | Â | The Boston Large Cap Value Equity CF | 2.30% | 1.60% |
| Cloud Neff Large Cap Value CF 0 | 55.44% | 55.44% | Â | 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% | Â | Westwood Mgt Corp. SMid (EB) CF | 11.29% | 11.02% |
| NWQ Small/Mid Cap Value Fund J | 74.08% | 72.78% | Â | The Boston Mid-Cap Opp Value Equity CF | 7.76% | 6.88% |
| Cloud Neff Mid Cap Blend 0 | 72.30% | 72.30% | Â | Amalg Bank Longview Qnt Mid Cap CF | 5.64% | 5.06% |
| Amalg Bank Longview Qnt Mid Cap CF | 72.25% | 71.34% | Â | Burgundy US Small/Mid Cap Fund | 5.61% | 4.76% |
| QMA Mid-cap Quantitative Core Equity CF | 71.13% | 70.23% | Â | QMA Mid-cap Quantitative Core Equity CF | 5.53% | 4.95% |
| WTRISC Mid Cap Index ETF Fund 96 | 70.06% | 68.44% | Â | Hand MIDCAP Blend Index Fund R3 | 5.39% | 5.38% |
| Blackrock Extended Alpha Tilts CF | 68.39% | 67.67% | Â | Keybank NA EB Mid Cap Fund | 5.38% | 4.51% |
| Santa Barbara Small/Mid Cap Fund P | 67.10% | 65.78% | Â | Blackrock Mid Cap Eq Idx Fund CF | 5.31% | 5.28% |
| SSgA U.S. Extended Market Index CIT | 66.33% | 66.20% | Â | SSgA S&P MidCap Index CIT | 5.22% | 5.08% |
| Blackrock Extended Mkt Fund CF | 65.54% | 65.38% | Â | 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% | Â | Manning & Napier Pro-Mix Ext Term CIT | 5.85% | |
| DAI AA Moderate Growth Portfolio 200 | 47.85% | 44.94% | Â | Hand Balanced Fund | 5.59% | 4.83% |
| Invesco Agg Asset Alloc Trust CF | 43.77% | 42.73% | Â | Invesco Moderate Asset Alloc Trust CF | 5.34% | 4.64% |
| PensionTrend Moderate Growth Fund 65 | 43.64% | 42.72% | Â | Manning & Napier Pro-Mix Mod Term CIT | 5.30% | 5.30% |
| WTFSC Strategic Balanced Portfolio | 43.30% | 43.30% | Â | Hand Advice Portfolios Moderate Gr Fd R3 | 5.15% | 4.15% |
| Hand Advice Portfolios Moderate Gr Fd R3 | 41.05% | 39.76% | Â | Christian Bros CUIT Balanced Fund | 5.11% | 3.87% |
| Hand Balanced Fund | 40.27% | 39.90% | Â | Hand Advice Portfolios Moderate Fund R3 | 4.93% | 3.96% |
| PensionTrend Conservative Gro Fund 65 | 36.98% | 36.10% | Â | Sceptre Inv Counsel Bal Pool Fund CF | 4.61% | 4.61% |
| Invesco Moderate Asset Alloc Trust CF | 36.29% | 35.30% | Â | Invesco Agg Asset Alloc Trust CF | 4.42% | 3.72% |
| Manning & Napier Pro-Mix Extend Term CIT | 35.85% | Â | 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% | Â | Invesco Eq Real Est Secs Trust CF | 6.31% | 5.52% |
| Blackrock US Real Estate Sec Idx | 114.49% | 114.19% | Â | Security Capital Preferred Growth | 6.20% | 5.04% |
| WTFSC Total Return REIT Portfolio | 114.19% | 114.19% | Â | WTFSC Total Return REIT Portfolio | 5.17% | 5.17% |
| Security Capital Preferred Growth | 113.42% | 110.74% | Â | Pyramis REITS | 4.77% | 4.17% |
| SSgA U.S. Passive REIT CIT | 112.30% | 112.00% | Â | SSgA U.S. Passive REIT CIT | 3.51% | 3.30% |
| Adelante Total Return Fund LLC | 108.05% | 105.78% | Â | Union Labor Life MSA J | 3.23% | 2.45% |
| Invesco Eq Real Est Secs Trust CF | 97.33% | 95.93% | Â | Blackrock US Real Estate Sec Idx | 3.16% | 3.00% |
| SSgA U.S. Active REIT CIT | 96.89% | 95.77% | Â | SSgA U.S. Active REIT CIT | 2.67% | 2.05% |
| Cloud Neff Quantitative Value Value CF 0 | 88.89% | 88.89% | Â | Adelante Total Return Fund LLC | 2.63% | 1.69% |
| Blackrock Ex-US Real Estate Idx | 71.27% | 70.94% | Â | 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% | Â | 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% | Â | Cloud Neff Small Cap Blend CF 0 | 5.73% | 5.73% |
| Thomson Horstmann & Bryant Micro Cap | 74.65% | 70.99% | Â | RhumbLine S&P 600 CF | 5.71% | 5.71% |
| Pyramis Small Cap Core CF | 73.81% | 72.48% | Â | Pyramis Small Cap Core CF | 5.54% | 4.70% |
| WTRISC Small Cap Index ETF Fund 96 | 73.55% | 71.91% | Â | Wellington CIF II S/C Opportunities | 5.48% | 4.65% |
| Cloud Neff Small Cap Blend CF 0 | 72.60% | 72.60% | Â | RAM Small-Cap Trust | 4.70% | 3.65% |
| Amalg Bank LongView 600 SC Idx CF | 63.93% | 63.85% | Â | First Citizens Small Cap Fund | 4.32% | 4.32% |
| RhumbLine S&P 600 CF | 63.22% | 63.22% | Â | Amalg Bank LongView 600 SC Idx CF | 3.51% | 3.48% |
| Blackrock Russ 2000 Idx Fd (for DC) | 63.07% | 62.94% | Â | Blackrock Russ 2000 Idx Fd (for DC) | 3.45% | 3.37% |
| First Citizens Small Cap Fund | 62.96% | 62.96% | Â | 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% | Â | Hillsdale US Performance Equity Fund | 9.35% | 8.15% |
| TCW Small Cap Growth Collective Trust | 79.07% | 78.05% | Â | Pyramis Small Company CF | 8.76% | 7.89% |
| WTFSC Small Company Growth Portfolio | 74.10% | Â | Putnam Quantitative Solutions: SCG | 7.23% | 6.27% | |
| WTRISC Sm Cap Growth Index ETF Fd 96 | 70.89% | 69.27% | Â | Cloud Neff Small Cap Growth CF 0 | 6.79% | 6.79% |
| Pyramis Small Company CF | 66.75% | 65.47% | Â | Ranger Small-Cap Fund, L.P. | 5.37% | 4.26% |
| Cloud Neff Small Cap Growth CF 0 | 65.81% | 65.81% | Â | Waddell & Reed Small Cap Growth Eq CF | 4.88% | 4.08% |
| Putnam Quantitative Solutions: SCG | 63.83% | 62.44% | Â | Davidson Inv Small/Mid Cap | 4.64% | 4.10% |
| Mellon Cap EB Sm Cap Stock Index Fund | 63.35% | 63.35% | Â | The Vanguard Russell 2000 Growth Index | 4.07% | 4.07% |
| SSgA Russell 2000 ERISA CF | 62.73% | 62.60% | Â | SSgA Russell 2000 Growth CIT | 3.92% | 3.86% |
| Davidson Inv Small/Mid Cap | 60.88% | 59.82% | Â | 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% | Â | Goode Stable Value | 4.54% | 4.54% |
| Federated Capital Preservation ISP | 3.62% | 3.14% | Â | Putnam Stable Value (100bps) | 4.50% | 3.47% |
| Putnam Stable Value (100bps) | 3.49% | 2.45% | Â | Galliard WF Stable Value Fund M (55) | 4.40% | 3.84% |
| Goode Stable Value | 3.48% | 3.48% | Â | Federated Capital Preservation ISP | 4.30% | 3.85% |
| Invesco Stable Val Trust CF | 3.48% | 3.18% | Â | SSgA Stable Value CIT | 4.15% | 4.09% |
| Galliard WF Stable Value Fund M (55) | 3.24% | 2.68% | Â | Fortis Income Plus Class J | 4.12% | 3.34% |
| SSgA Stable Value CIT | 3.21% | 3.21% | Â | Keybank NA EB MaGIC Fund | 4.09% | 3.64% |
| Keybank NA EB MaGIC Fund | 2.84% | 2.32% | Â | Invesco Stable Val Trust CF | 4.08% | 3.77% |
| Morley Financial Svcs Stab CF | 2.56% | 2.30% | Â | Morley Financial Svcs Stab CF | 3.98% | 3.81% |
| Wachovia Stable Investment Fund | 2.37% | 2.37% | Â | 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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