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  2. INTERACTIVE
February 21, 2011 12:00 AM

Top performing managers by category: separate accounts

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    Top performing managers by category: separate accounts
    Data are for periods ended Dec. 31, 2010.
    US SA conservative allocation1 year gross return1-year net return 5-year gross return5-year net return
    PIMCO StocksPlus20.36%18.40%  Hurley Capital Value Equity11.11%9.54%
    iSectors Inflation Protect. Alloc. SMA17.73%17.03%  Janus Balanced8.67%8.06%
    James Investment Research Balanced15.72%15.03%  FPA Contrarian Value7.97%6.57%
    Hurley Capital Value Equity14.84%13.16%  Efficient Market Taking Income-Moderate6.33%4.92%
    Frontier Balanced14.81%14.13%  PIMCO StocksPlus6.32%5.73%
    Efficient Market 2-5 Years Aggressive14.79%13.88%  Efficient Market 6-10 Years Conservative6.22%5.54%
    UBS Global U.S. Balanced Portfolio14.54%13.82%  Efficient Market 2-5 Years Moderate6.21%4.81%
    Crossvault Taxable Mod. Bal. Cons. Gro.14.08%13.18%  James Investment Research Balanced5.80%5.19%
    Efficient Market 2-5 Years Moderate13.54%12.12%  RAM Balanced (Taxable)5.55%4.65%
    FPA Contrarian Value13.50%11.76%  Efficient Market 2-5 Years Aggressive5.54%4.52%
    US SA convertibles1-year gross return1-year net return 5-year gross return5-year net return
    Nicholas Inv. - Convertibles22.49%21.62%  PENN Capital Convertible Securities11.51%9.42%
    Allianz Convertibles22.18%21.66%  Allianz Convertibles10.35%9.86%
    PENN Capital Convertible Securities21.29%19.79%  Shenkman Convertible Comp.9.97%9.19%
    Gabelli Asset Mgmt. Convert.20.63%19.54%  Nicholas Inv. - Convertibles9.90%9.09%
    PIMCO Convertible18.72%17.94%  Delaware - Convertibles8.44%7.75%
    Cohen & Steers Preferred Securities17.39%17.00%  Calamos Global Convertible Composite8.39%7.58%
    Clearbridge Inst'l Convertible Securities17.17%16.47%  SSI Outright Inv. Grade Convert. Strat.8.19%7.58%
    MacKay Shields Convertibles16.98%16.41%  Clearbridge Inst'l Convertible Securities7.54%6.95%
    SSI Outright Discretionary Convert. Strat.16.97%16.41%  MacKay Shields Convertibles7.40%6.86%
    Delaware - Convertibles16.94%16.17%  Gabelli Asset Mgmt. Convert.7.25%6.07%
    US SA diversified

    emerging markets

    1-year gross return1-year net return 5-year gross return5-year net return
    Wasatch Emerging Markets Sm.Cap SA45.65%43.72%  Aberdeen Emerging Markets Equity20.01%18.78%
    Aberdeen Emg. Mkts. Equity - Small Cap44.63%42.86%  Westwood Global Emg. Mkts. Composite19.64%18.66%
    Aberdeen Frontier Markets Equity38.73%36.66%  LSV Asset Mgmt. Emg. Mkts.Val. Eq.18.88%17.75%
    Vontobel Asset Mgmt. Emg. Mkts. Eq.31.04%29.45%  DCM Emerging Markets Equity16.93%15.76%
    Emerging Markets30.73%29.53%  Neuberger Berman Emerging Market Eq.16.87%15.73%
    Aberdeen Emerging Markets Equity28.82%27.39%  OFII Emerging Markets Equity16.64%15.53%
    OFII Emerging Markets Equity28.50%27.30%  Lazard Emg. Mkts. Discounted Assets16.46%16.00%
    LSV Asset Mgmt. Emg. Mkts. Val. Eq.27.29%26.09%  Delaware Emerging Markets16.45%15.13%
    HSBC Emg. Mkts. Eq. - New Frontiers27.27%26.86%  Brandes Emerging Markets Equity16.40%15.33%
    Westwood Global Emg. Mkts. Composite26.29%25.21%  Barings Focused Emg. Markets Equity16.31%15.49%
    US SA diversified Pacific/Asia1-year gross return1-year net return
    RCM Total Return Asia Equity24.74%22.63%
    Pyrford Int'l PLC Asia Pacific Equity23.85%23.27%
    Templeton Asia Pacific Eq.23.62%23.12%
    Nomura U.S.A. Pacific Basin Equity19.68%18.91%
    GAM Asia-Pacific Equity18.22%17.22%
    Wells Capital Asia Pacific Equity17.02%16.07%
    Sit Inv. Pacific Basin16.85%15.81%
    John Hsu Capital Int'l Top-Down Eq.16.74%16.05%
    Oberweis Asia Opport15.75%14.51%
    Allianz Pacific Rim13.40%12.46%
    US SA emerging markets bond1-year gross return1-year net return 5-year gross return5-year net return
    GMO Emerging Country Debt Strategy25.25%24.25%  DCM - Emerging Markets Debt12.99%12.32%
    Lee Munder Emerging Markets22.30%21.15%  TCW Emerging Markets Fixed Income12.95%12.25%
    TCW Emerging Markets Fixed Income22.27%21.51%  Franklin Templeton Emg. Mkt. Debt Opp.12.24%11.17%
    DCM - Emerging Markets Debt21.15%20.44%  Morgan Stanley Emg. Mkt. Debt Strat.11.81%10.58%
    Logan Circle Emerging Markets Debt19.91%19.30%  Wellington Emerging Markets Debt11.64%11.05%
    Stone Harbor EMD Total Return17.76%17.45%  CapGuardian/Int'l Emg. Mkts. Debt (USD)11.31%10.65%
    Ashmore Asian Recovery Fund (ARF)17.65%12.50%  MFS Emerging Markets Debt11.10%10.48%
    RiverSource Emerging Markets Bond17.28%16.69%  Stone Harbor EMD Total Return11.10%10.70%
    Stone Harbor Emerging Markets Debt17.14%16.66%  AllianceBernstein Emg. Markets Debt11.07%10.41%
    Federated Emerging Markets Debt16.82%16.12%  Stone Harbor Emerging Markets Debt10.82%10.40%
    US SA Europe stock1-year gross return1-year net return 5-year gross return5-year net return
    Pictet Small Cap European Core Comp.26.43%25.56%  Pictet Eastern European Equity8.99%8.08%
    T. Rowe Price European Smaller Co. Eq.20.99%20.08%  Pictet Small Cap European Core Comp.8.77%7.96%
    Pictet Eastern European Equity19.90%18.96%  Burgundy European Equity Composite8.66%7.69%
    AXA Rosenberg Europe Small Cap18.81%17.06%  MFS European Equity5.82%5.03%
    L.A. Capital Europe Equity14.80%14.08%  T. Rowe Price European Eq. Core Comp.5.75%5.18%
    Burgundy European Equity Composite14.80%13.65%  Newton Capital Pan European Eq.5.32%4.56%
    Batterymarch U.K. Equity12.35%11.63%  Pyramis Europe Growth5.22%4.38%
    Principal Glob. European Equities10.77%10.20%  Numeric Investors Europe Core4.73%3.95%
    T. Rowe Price European Eq. Core Comp.9.87%9.28%  Acadian Europe Equity Ex-UK4.66%3.91%
    AXA Rosenberg U.K. Broad Mkt.9.45%8.00%  Principal Glob. European Equities4.58%4.03%
    US SA foreign large blend1-year gross return1-year net return 5-year gross return5-year net return
    Herzfeld Foreign Closed-End25.47%23.67%  BCM AlphaSector Int'l Premium IDX18.45%16.63%
    Wells Capital - International CEF23.49%22.55%  EARNEST International Equity12.83%11.94%
    J.P. Morgan Global Focus23.15%22.25%  QA International Equity11.49%10.07%
    Reed, Conner & Birdwell Int'l Value21.65%21.15%  Ativo International10.84%9.26%
    Hansberger Conc. Global Equity Value20.74%19.84%  Symmetric Prism Grid10.38%9.00%
    Federated EAFE Equity Composite20.50%19.60%  J.P. Morgan Global Focus10.14%9.32%
    Ativo International20.47%18.77%  Federated EAFE Equity Composite9.29%8.26%
    Lazard Global Discounted Assets19.95%19.34%  Wells Capital - International CEF8.61%7.76%
    Neuberger Berman International Equity19.23%18.10%  Davis International Product8.29%7.55%
    Pendo International Strategy18.77%15.31%  HGK International Equity8.16%7.40%
    US SA foreign large growth1-year gross return1-year net return 5-year gross return5-year net return
    Turner Inv. International Growth Equity28.57%26.81%  WCM Inv. Mgmt. Focused Growth Int'l14.21%13.67%
    Santa Barbara Int'l Gro. ORD Comp.26.61%25.45%  WHV International Equity11.77%10.67%
    WCM Inv. Mgmt. Focused Growth Int'l24.93%24.16%  Janus Inst'l International Equity9.96%9.20%
    William Blair Int'l Growth - Conc.24.74%23.76%  Calamos International Growth Composite9.41%8.34%
    Calamos International Growth Composite22.57%21.38%  Baillie Gifford Overseas ACWI xUS Alpha9.21%8.57%
    Santa Barbara Int'l Gro. ADR Comp.21.22%16.62%  Baillie Gifford Overseas EAFE Plus Alpha8.32%7.72%
    William Blair Int'l Growth21.20%20.24%  PCA International Growth Eq.8.28%7.48%
    Gabelli Asset Mgmt. Int'l Growth20.13%19.08%  Baillie Gifford Ovrseas LT Glob. Gro. ex N.A.8.26%5.45%
    American Century Concen Int'l Growth19.49%19.49%  MFS International Growth Equity8.25%7.44%
    Baillie Gifford Overseas LT Glob. Gro. ex-N.A.19.07%18.16%  Harding Loevner Int'l Eq.8.13%7.40%
    US SA foreign large value1-year gross return1-year net return 5-year gross return5-year net return
    Accuvest Global Opportunities26.23%25.32%  Aberdeen Asia Pacific Inc. Japan Equity11.00%9.63%
    Aberdeen Asia Pacific Inc. Japan Equity25.91%24.37%  Aletheia International Growth10.91%9.97%
    AXA Rosenberg Canadian Broad Mkt. Eq.24.70%23.06%  Allianz NFJ International Value8.73%7.75%
    Sanderson Asset Mgmt. Int'l Val. Eq.20.24%19.03%  Sanderson Asset Mgmt. Int'l Val. Eq.8.62%7.52%
    Causeway Global Value Equity19.79%18.73%  Newton Capital Global Higher Income8.47%7.72%
    Sprucegrove Int'l Value Eq. US Composite19.48%19.48%  Accuvest Global Opportunities8.27%7.90%
    Aletheia International Growth18.99%18.45%  Aberdeen EAFE Plus Eq. 3% Outperform.8.22%7.66%
    Federated Core International Equity18.29%17.40%  Laffer Investments Glob. Eq. Composite8.22%7.25%
    Schroders QEP Global (Ex US) Value18.16%16.98%  Renaissance International7.95%7.39%
    Acadian All Country World ex U.S.17.95%17.09%  Wellington International Opportunities7.90%7.19%
    US SA foreign small/

    mid growth

    1-year gross return1-year net return 5-year gross return5-year net return
    Denver Inv. International Small Cap39.47%38.10%  UBS Global Canadian Equity Small Cap15.65%15.26%
    UBS Global Canadian Equity Small Cap37.15%36.83%  Driehaus Int'l Small Cap Growth14.29%13.04%
    Wasatch International Small Cap Growth36.75%35.06%  UBS Global ex US Small Cap Growth11.33%9.93%
    Wells-Berkeley Int'l Small Cap Equity36.70%35.35%  Franklin Int'l Small Cap Growth Equity10.72%9.60%
    Oberweis Int'l Opportunities33.35%31.97%  Allianz International Small Cap Growth9.79%9.01%
    UBS Global ex US Small Cap Growth31.16%29.65%  Wasatch International Small Cap Growth9.78%8.46%
    Principal Global Int'l Small Cap Equity30.91%30.10%  Emerald Asset Adv. Global Cycle Strat.9.51%8.74%
    Driehaus Int'l Small Cap Growth28.81%27.22%  Copper Rock International Small Cap9.31%8.29%
    William Blair Int'l Small Cap Growth27.64%26.39%  Denver Inv. International Small Cap9.19%8.24%
    Allianz International Small Cap Growth27.36%26.40%  Wells-Berkeley Int'l Small Cap Equity9.03%7.94%
    US SA foreign small/

    mid value

    1-year gross return1-year net return 5-year gross return5-year net return
    Brandes International Small Cap Eq.33.16%32.00%  Ativo International - ADR14.87%13.28%
    Brandes Global Small Cap Eq.31.83%30.62%  Templeton Int'l Small Cap Eq.11.92%11.56%
    Philadelphia Int'l LP Small Cap Int'l Eq.29.82%29.33%  First Eagle International Value Equity10.01%9.69%
    AQR Capital International Small Cap27.57%26.36%  GMO Foreign Small Companies Strategy8.91%7.96%
    LSV Asset Mgmt. Int'l Sm.-Cap Val.Eq.26.82%25.63%  Putnam Int'l Small Cap Core Equity8.64%7.57%
    Batterymarch Int'l Sm. Cap Equity26.55%25.31%  LSV Asset Mgmt. Int'l Sm.-Cap Val. Eq.8.53%7.49%
    GMO Foreign Small Cos. Strategy25.81%24.75%  Pyramis Select International Small Cap7.67%6.81%
    The Boston International Small Cap Eq.25.62%24.45%  Brandes International Small Cap Eq.6.78%5.82%
    Acadian International Small Cap25.18%24.27%  GMO International Small Cos. Strat.5.89%5.11%
    Lazard LQE - EAFE Small Cap Equity25.13%24.21%  SSgA Small Cap Int'l Alpha Strategy5.11%4.22%
    US SA global real estate1-year gross return1-year net return 5-year gross return5-year net return
    Brookfield Global Real Estate Sec. (L/S)39.92%32.38%  Brookfield Global Real Estate Sec. (L/S)31.56%22.99%
    Duff & Phelps Glob. Real Estate Secs.24.77%23.73%  EII Int'l (ex-US) Real Estate Securities6.95%5.90%
    Adelante Global Strategy24.49%23.57%  EII Global Real Estate Securities6.63%5.61%
    Heitman Global Diversified Strategy23.29%22.39%  Cohen & Steers AsiaPacific RE Secs.6.11%4.92%
    Forum Securities Global Income23.19%22.23%  Cohen & Steers Global RE Secs.5.00%4.31%
    Brookfield Global Real Estate Sec. (L)22.21%22.02%  Morgan Stanley Glob. Real Estate4.77%4.03%
    Principal Global Investors Global REIT22.19%21.24%  ING Clarion Glob. Real Estate Secs. Strat.4.63%4.00%
    Morgan Stanley Glob. Real Estate21.57%20.72%  Brookfield Global Real Estate Sec. (L)4.29%3.71%
    Pyramis Global Real Estate Inv. Trust21.50%20.63%  KRA Global REITS4.22%4.00%
    J.P. Morgan Global Real Estate Securities21.23%20.28%  Forum Securities Global Ex-US Divers.4.08%3.14%
    US SA high-yield bond1-year gross return1-year net return 5-year gross return5-year net return
    Pyramis High Yield CMBS29.44%28.49%  PENN Capital Distressed Total Return15.22%13.23%
    PENN Capital Distressed Total Return29.03%26.30%  Clark Navigator Fixed Income TR13.78%12.82%
    Advisors Credit Opportunities23.07%22.02%  Pacific Income U.S. High Yield12.11%11.53%
    SMH Capital High Yield Institutional22.11%21.29%  MacKay Shields High Yield Active Core11.09%10.51%
    Hotchkis & Wiley High Yield19.98%19.40%  Neuberger Berman Full Market High Yield10.61%10.13%
    NCRAM High Yield Tot. Ret. Inst'l (HYTRIC)19.86%19.27%  AXA Inv. Mgrs. High Yield10.31%9.71%
    DDJ High Yield Composite19.30%18.62%  Wellington High Yield Bond10.14%9.59%
    Pioneer US High Yield - Total Return19.21%18.62%  Artio High Yield Strategy9.96%8.84%
    Putnam High Yield Fixed Income19.13%18.55%  NCRAM High Yield Tot. Ret. Inst'l (HYTRIC)9.81%9.27%
    PENN Capital Opportunistic HY FI18.94%18.30%  Putnam High Yield Fixed Income9.75%9.11%
    US SA inflation-

    protected bond

    1-year gross return1-year net return 5-year gross return5-year net return
    PIMCO Real Return Asset Long Duration11.41%10.80%  PIMCO Real Return Full Authority6.51%5.95%
    PIMCO Real Return Full Authority8.51%7.93%  Delaware - Inflation Protected Bond6.40%5.93%
    Delaware - Inflation Protected Bond7.12%6.62%  PIMCO Real Return Asset Long Duration6.21%5.61%
    Ryan Labs Inflation Index Intermediate6.99%6.63%  Hartford Inv. Mgmt. TIPS – Asset Class6.15%5.94%
    Hartford Inv. Mgmt. TIPS – Asset Class6.77%6.56%  Wellington TIPS6.07%5.86%
    Weaver C. Barksdale US Gov't TIPS6.63%6.55%  FFTW Inflation Linked Bonds U.S.5.86%5.62%
    BlackRock TIPS PLUS6.59%6.17%  BlackRock TIPS PLUS5.84%5.42%
    FFTW Inflation Linked Bonds U.S.6.55%6.28%  American Century Inflation Adjusted Bond5.60%5.03%
    IR&M TIPS6.53%6.42%  IR&M Intermediate TIPS5.58%5.45%
    Ryan Labs Inflation Index Enhanced6.44%6.13%  NISA Intermediate TIPS5.50%5.23%
    US SA intermediate government1-year gross return1-year net return 5-year gross return5-year net return
    Utendahl Capital Mortgage Backed Secs.18.15%17.49%  Utendahl Capital Mortgage Backed Secs.12.10%11.86%
    TCW Total Return MBS11.18%10.80%  Ryan Labs Long Liability Enhanced7.76%7.43%
    TCW Mortgage-Backed Securities10.71%10.40%  TCW Total Return MBS7.71%7.34%
    Ryan Labs Long Liability Enhanced10.43%10.06%  TCW Mortgage-Backed Securities7.65%7.32%
    FFTW Mortgage7.87%7.60%  FFTW Mortgage7.06%6.83%
    TCW Index Plus MBS7.82%7.61%  CS McKee Broad Government Fixed6.94%6.48%
    CS McKee Broad Government Fixed7.08%6.55%  Logan Circle STAMP Interm. Gov't/Credit6.74%6.43%
    Putnam Mortgage Only6.77%6.50%  PCA US Government Mortgage6.64%6.27%
    Smith Breeden Mortgage Index Plus6.67%6.29%  TCW Index Plus MBS6.60%6.39%
    Logan Circle STAMP Interm. Gov't/Credit6.64%6.40%  M.D. Sass Svcs. Core Fixed-Income6.39%6.01%
    US SA intermediate-term bond1-year gross return1-year net return 5-year gross return5-year net return
    Brookfield CMBS Composite64.08%63.51%  Loomis Sayles Core Plus8.77%8.54%
    PIMCO All Asset Strategy14.65%13.66%  Delaware Corp. Bond Fixed-Income8.55%8.03%
    GMO Global Bond Strategy14.56%14.15%  PIMCO Core Plus Total Ret. Full Auth.8.24%7.78%
    GMO Core Plus Bond Strategy13.53%13.25%  Dolan McEniry Fixed Income Composite8.18%7.87%
    Brandes Core Plus Fixed Income Portfolio12.85%12.54%  Janus Inst'l Core Plus Bond8.14%7.42%
    Advisors Core Plus12.51%11.89%  Metropolitan West AM Total Ret. FI8.05%7.79%
    Delaware Corp Bond Fixed-Income12.49%11.95%  Transamerica Core Aggregate Fixed Inc.7.92%7.54%
    Transamerica Core Plus Fixed Income12.25%11.82%  Seix Corporate Bond Mgmt.7.84%7.43%
    Metropolitan West AM Total Return FI11.84%11.54%  Davis Hamilton Jackson FI Aggregate7.77%7.47%
    Loomis Sayles Multi Sector Total Return11.64%11.27%  PIMCO Core Fixed-Income Total Ret.7.77%7.38%
    US SA Japan stock1-year gross return1-year net return 5-year gross return5-year net return
    IFDC Japan Mainstream22.03%22.03%  Burgundy Focus Asian Composite6.19%5.26%
    Burgundy Asian (All Cap) Composite21.44%19.35%  Burgundy Asian (All Cap) Composite4.90%3.81%
    Acadian Japanese Equity21.37%20.48%  MFS Japan Equity Large Cap-1.37%-2.11%
    Principal Glob. Japanese Equity20.24%19.56%  IFDC Japan Mainstream-1.70%-1.70%
    Tradewinds Japan Equity19.95%19.51%  Baillie Gifford Overseas Japanese Eq.-1.97%-2.54%
    Baillie Gifford Overseas Japanese Eq.19.11%18.33%  AXA Rosenberg Japan Small Cap-4.19%-5.37%
    AXA Rosenberg Japan Small Cap17.92%16.94%  Acadian Japanese Equity-4.26%-4.88%
    Burgundy Focus Asian Composite17.90%16.94%  AXA Rosenberg Japan Broad Market Eq.-4.51%-5.80%
    T. Rowe Price Japan Equity Comp.15.49%14.80%  Principal Glob. Japanese Equity-4.98%-5.53%
    AXA Rosenberg Japan Broad Market Eq.14.42%12.91%  Alliance Japan Growth Equity-5.51%-6.03%
    US SA large blend1-year gross return1-year net return 5-year gross return5-year net return
    Rehmann Financial Alpha Quant Portfolio34.94%32.74%  BCM Premium Diversified Equity17.02%15.22%
    PIMCO Fundamental IndexPLUS Tot. Ret.31.43%30.42%  BCM AlphaSector Premium IDX15.49%13.70%
    Epoch International Small Cap29.18%27.97%  BCM Diversified Equity14.13%12.37%
    A.R. Schmeidler Large Cap Equity26.76%25.55%  Yacktman Taxable Focused Comp.13.59%13.02%
    PIMCO StocksPLUS Total Return26.72%25.71%  BCM AlphaSector Rotation IDX11.57%9.83%
    Logan Core25.39%23.74%  Yacktman Tax-ex Divers. Comp.10.70%9.83%
    First Eagle U.S. Equity25.31%24.24%  Epoch International Small Cap9.86%8.72%
    Systematic Financial Mgmt. Select Value25.01%24.13%  PIMCO Fundamental IndexPLUS Tot. Ret.8.83%7.99%
    PIMCO Fundamental IndexPLUS25.00%24.13%  Parnassus Equity Income Fund (Inst'l)8.24%7.39%
    Kopp TQM Blend24.72%23.12%  BBH Core Select8.00%6.93%
    US SA large growth1-year gross return1-year net return 5-year gross return5-year net return
    Logan Capital Mgmt. Logan Growth36.49%35.30%  Parnassus Workplace Fund10.57%9.26%
    Geneva Advisors All Cap Growth33.46%32.03%  DundeeWealth U.S. Value Equity9.39%6.76%
    Rockwood Capital Strategic Equity31.78%30.88%  Alger SRI Capital Appreciation Composite9.22%8.52%
    Contravisory Equity Portfolio31.16%30.26%  Alger Capital Appreciation Composite9.20%8.49%
    Calamos Midcap Growth Composite30.39%29.49%  CHOICE Special Opportunities8.98%7.60%
    Magee Thomson Large Cap Growth29.88%28.81%  Morgan Stanley Capital Opportunities8.67%7.37%
    Transamerica Concentrated All Cap Gro.28.76%27.70%  Raub Brock Dividend Growth Portfolio8.38%7.35%
    Morgan Stanley Capital Opportunities28.43%27.10%  Zevenbergen Growth Equity8.34%7.91%
    Geneva Advisors Large Cap Growth28.10%26.67%  Polen Large Cap Growth8.25%7.34%
    Delaware All Cap Growth Equity28.04%27.08%  Transamerica Concentrated All Cap Gro.7.98%7.07%
    US SA large value1-year gross return1-year net return 5-year gross return5-year net return
    Neuberger Berman Lg. Cap Value (SMA)30.87%30.87%  ICC Multi-Cap Equity10.55%9.61%
    Endurance Capital All Cap Value24.75%23.87%  ACR EQR Equity Quality Return10.43%9.61%
    Glenmede Large Cap Value Equity23.88%22.97%  Manning & Napier Manning Yld. Div.-Focus8.53%7.99%
    Fort Washington Focused Eq. Composite23.17%23.11%  O’Shaughnessy Market Leaders Value8.23%5.65%
    Dreman Value Equity22.65%21.58%  Graham & Dodd Large Cap Value7.37%7.21%
    Mesirow Financial Inv. Mgmt. All Cap Val.22.23%21.02%  Hourglass Capital Lg. Cap Val. Eq. Inc.6.96%6.28%
    OFI Private - All Cap Value21.32%17.79%  Campbell Newman Dividend Growth6.86%6.35%
    ClearBridge Institutional SA ACV21.20%17.72%  Timberline Dividend & Growth6.74%6.31%
    Columbia Val. & Restructuring Strat. Fund20.94%20.45%  ClearBridge Institutional SA ACV6.64%3.55%
    O'Shaughnessy Value Blend20.87%19.80%  Knightsbridge Asset Mgmt. Opp. Value6.51%5.58%
    US SA leveraged net long1-year gross return1-year net return 5-year gross return5-year net return
    AQR Capital Sm. Cap Relaxed Constraint27.83%26.01%  Acadian Non-US Concentrated 130/3011.70%9.35%
    Acadian Non-US Concentrated 130/3025.84%21.92%  J.P. Morgan Large Cap Core 130/308.36%7.50%
    Acadian All Country World ex U.S. 130/3020.67%18.35%  Acadian All Country World ex U.S. 130/304.75%3.36%
    L.A. Capital U.S. Large Cap Active Exten.20.17%19.45%  Martingale 130/30 LargeCap Core4.61%3.88%
    AQR Capital Global RC 40(140/40)20.08%18.42%  Glenmede Large Cap 130/303.55%2.77%
    MFS Blended Res. 130/30 - U.S. Core Eq.19.56%18.55%  Martingale 130/30 LargeCap Growth2.68%1.95%
    PanAgora Dynamic Global Ext. Alpha18.71%17.90%  Analytic Core Eq.Plus (Russell 1000)2.53%2.20%
    The Boston US Large Cap Core 130/30 Eq.17.61%16.69%  AJO Large Cap - Absolute Value 130/301.86%1.46%
    AQR Capital US Relaxed Constraint 4017.11%16.12%  Martingale 130/30 LargeCap Core 5001.74%1.54%
    Glenmede Large Cap 130/3016.81%15.96%  UBS Global U.S. Equity 130/301.50%0.73%
    US SA long-short1-year gross return1-year net return
    Acadian Non-US Small-Cap Long/Short26.27%24.76%
    QA Tactical All Market15.59%13.86%
    Clark Navigator Alternative12.81%11.59%
    Astor Long/Short Balanced Program11.27%9.29%
    SSgA U.S. Active Large Cap Core Edge10.58%9.70%
    Turner Inv. Financial Services Long/Short10.26%9.07%
    PanAgora Fixed Inc. Long Short8.91%8.24%
    Mellon Cap EB LongShort Alpha Fund7.51%7.51%
    Frontier Absolute Return7.29%6.65%
    Turner Inv. Consumer Long/Short Equity5.32%4.27%
    US SA long-term bond1-year gross return1-year net return 5-year gross return5-year net return
    Standish US Long Duration16.88%16.67%  Delaware - Long Duration Fixed-Income9.54%8.96%
    Delaware - Long Duration Fixed-Income15.48%14.87%  Standish US Long Duration9.32%9.14%
    Logan Circle Long Credit14.76%14.37%  PIMCO L/T Bond Full Authority8.92%8.70%
    Logan Circle Long Duration14.05%13.67%  PIMCO Investment Grade Corporate8.80%8.30%
    PIMCO Long Term Bond - Long Credit13.36%13.02%  Century Mgmt. Fixed Income8.77%8.42%
    Atlantic Long Liability Enhanced13.18%12.96%  Logan Circle Long Duration8.75%8.31%
    CapGuardian/Int'l Long Dur. Gov't/Cred. Plus FI13.18%12.85%  PineBridge US Inv. Grade Credit Bond8.55%8.12%
    Advantus Long Duration Fixed Income13.01%12.78%  Loomis Sayles Core Plus Full Discretion8.34%8.02%
    PIMCO L/T Bond Full Authority12.98%12.70%  Atlantic Long Liability Enhanced8.17%7.98%
    Loomis Sayles Core Plus Full Discretion12.85%12.48%  Baird Advisors Long Gov't Credit Bond8.15%7.97%
    US SA market neutral1-year gross return1-year net return 5-year gross return5-year net return
    AORDA Portfolio236.62%30.79%  AORDA Portfolio226.74%18.05%
    AORDA Portfolio323.60%16.62%  Fuller & Thaler Market Neutral8.95%6.89%
    Analytic US Market Neutral II11.19%10.68%  J.P. Morgan Res. Mkt. Neutral5.94%4.90%
    Fuller & Thaler Market Neutral9.68%7.29%  Zacks Market Neutral5.22%4.19%
    First Quadrant Eur. Mkt. Neutral Eq.9.56%8.99%  The Boston Multi-Alpha Mkt. Neutral Eq.4.79%3.76%
    Numeric Investors US Market Neutral8.26%7.19%  Numeric Investors US Market Neutral2.68%2.17%
    American Century Equity Market Neutral3.11%1.43%  Analytic US Market Neutral II2.41%1.59%
    PanAgora Dynamic Global Market Neutral1.70%0.69%  American Century Equity Market Neutral2.13%0.46%
    Analytic US Mkt. Neutral Mod. Volatility1.69%0.59%  Analytic US Market Neutral1.81%0.75%
    The Boston Multi-Alpha Mkt. Neutral Eq.1.34%0.33%  First Quadrant Eur. Mkt. Neutral Eq.1.05%0.54%
    US SA midcap blend1-year gross return1-year net return 5-year gross return5-year net return
    Pyramis Small/Mid Cap Core38.26%37.25%  NewSouth NSCM SMIDCap Val. Eq.14.99%14.20%
    Kirr Marbach & Company All Cap Equity36.57%35.27%  Lord Abbett & Co. Small to Mid Value13.01%11.90%
    NewSouth NSCM SMIDCap Val. Eq.35.95%35.09%  Westwood Mgmt. Corp. SMidCap Eq.11.80%11.24%
    Mastrapasqua Small/Mid Cap Core Comp.35.91%35.38%  Pyramis Small/Mid Cap Core11.28%10.46%
    PENN Capital Sm. to Mid Cap Equity35.78%34.79%  Broadview All Cap Equity11.05%9.96%
    GW&K Small/Mid Cap Equity Strategy34.32%33.01%  Transamerica Small/Mid Value10.96%9.92%
    PENN Capital Mid-Cap Equity32.19%31.12%  Optimum Mid-Cap Core Equity10.78%9.93%
    Transamerica Small/Mid Value31.26%30.00%  Loomis Sayles Small/Mid Cap9.65%8.90%
    Wright Inv. Service Mid-Cap Core Focus30.99%30.99%  NewSouth NSCM Mid-Cap Val. Eq.9.21%8.54%
    Symphony Mid-Cap Core30.85%29.83%  Gabelli Asset Mgmt. Value9.16%8.57%
    US SA midcap growth1-year gross return1-year net return 5-year gross return5-year net return
    DundeeWealth U.S. Growth Equity50.84%47.31%  Insight Concentrated Growth18.79%16.52%
    Delaware - Smid-Cap Growth-Focus45.39%44.33%  WCM Mid Cap Equity16.59%15.50%
    Columbia Partners Small-Mid Growth Eq.44.23%42.84%  NewSouth Cap. Mgmt. NSCM Value Opps.13.86%12.99%
    Alliance US SMID Cap Growth40.63%39.33%  Apex SMID Growth12.23%11.17%
    Congress Asset Mgmt. Mid-Cap Gro.40.18%39.16%  Denver Inv. Concentrated Mid-Cap Growth12.01%11.11%
    MDT Mid Cap Growth39.76%38.40%  American Century Opp. Mid Cap Growth11.66%10.51%
    Turner Inv. All Cap Growth MA38.58%34.43%  Delaware - Smid-Cap Growth-Focus11.14%10.36%
    Denver Inv. SMID-Growth38.25%37.18%  TCW SMID Cap Growth10.65%9.73%
    Loomis Sayles Mid-Cap Growth37.71%36.97%  Atlanta High Quality Smid Cap10.44%9.56%
    Luther King Cap. Mgmt. SMID Eq. Comp.37.71%36.37%  Westfield Cap. Mgmt. Co. Sm./Mid Gro. Eq.10.28%9.43%
    US SA midcap value1-year gross return1-year net return 5-year gross return5-year net return
    Hotchkis & Wiley Value Opp. Strategy36.39%35.39%  Moloney Securities Growth17.39%15.71%
    Hotchkis & Wiley Mid-Cap Value35.38%34.51%  TCIA Equity Yield Focus16.76%15.57%
    TCIA Equity Yield Focus34.13%32.44%  Texas First Select Value13.22%11.88%
    Evercore AM SMID-Cap Value32.07%30.91%  Invesco Mid Cap Value11.66%10.71%
    Delaware Mid Cap Value31.23%30.69%  Ceredex Mid Cap Value Equity10.83%10.00%
    Brandes U.S. Mid-Cap Value Equity31.02%29.90%  Nicholas Equity Income10.54%10.09%
    Fisher Small and Mid Cap Value29.95%29.03%  Forward Uniplan High Income Tot. Ret.10.27%7.80%
    Delafield Mid Cap Value29.87%28.80%  Lee Munder Mid-Cap Value9.86%9.01%
    Schafer Cullen Small Cap Value Equity29.19%28.54%  Seizert Capital Partners Mid Cap Value9.63%8.60%
    LSV Sm./Mid Cap Val. Eq. (US)29.06%28.15%  Speece Thorson Mid-Cap Value Equity9.56%8.83%
    US SA moderate allocation1-year gross return1-year net return 5-year gross return5-year net return
    Herzfeld US Equity Closed-End27.66%26.17%  Good Harbor U.S. Tactical Core14.76%13.75%
    LMG Balanced24.07%22.71%  Messner & Smith - Balanced8.06%7.02%
    Transamerica Balanced22.97%22.19%  Winslow Asset Mgmt. All Cap Balanced7.34%6.71%
    Contravisory Balanced Portfolio22.13%20.63%  Harris Assoc. Equity & Income Comp.7.30%6.57%
    Messner & Smith - Balanced21.21%20.02%  Atalanta Sosnoff Balanced6.75%5.93%
    Herzfeld Balanced Closed-End20.39%19.41%  Leuthold Weeden Core Investments6.66%5.73%
    Innealta Tact. ETF Risk-Based Opp. Gro.19.17%19.17%  Contravisory Balanced Portfolio6.49%5.21%
    Efficient Market 20 Plus Years Moderate18.26%17.13%  Punch Income Composite6.40%5.44%
    Winslow Asset Mgmt. All Cap Balanced18.21%17.56%  Anchor Balanced Management6.30%5.61%
    Johnson Inst'l Mgmt. Enhanced Index18.11%17.91%  Montag & Caldwell Balanced6.21%5.82%
    US SA multisector bond1-year gross return1-year net return 5-year gross return5-year net return
    Herzfeld Taxable Closed-End Bond15.18%13.88%  Delaware Multisector Fixed-Income9.46%8.88%
    PIMCO Divers. Income CF14.79%13.98%  Loomis Sayles Multi-Sector Full Discr.9.26%8.89%
    Putnam Multi Strategy FI14.22%13.42%  Federated Strategic Multi-Sector FI9.13%8.35%
    Loomis Sayles Multi-Sector Full Discr.13.98%13.64%  Pioneer Core Plus9.08%8.65%
    Fifth Third Asst Mgmt. Strategic Inc. Plus13.76%13.25%  PIMCO Divers. Income CF8.69%7.92%
    SMH Capital Divers. Inc. Inst'l13.46%12.83%  GW Capital Medium-grade Bond8.06%7.61%
    Pioneer Core Plus12.91%12.47%  Wells Capital Med. Qual. Core FI7.92%7.51%
    PineBridge Strat Bond Composite (USD)12.91%12.46%  Western Asset Mgmt. Glob. Multi Sector7.87%7.44%
    Federated Strategic Multi-Sector FI12.82%12.47%  PineBridge Strat. Bond Composite (USD)7.48%7.05%
    Standish Opportunistic Fixed Income12.27%11.73%  Ryan Labs Core Liability Enhanced7.27%6.95%
    US SA natural resources1-year gross return1-year net return
    Tocqueville Asset Mgmt. - Gold Equity56.75%55.23%
    Eagle Global Advisors MLP Composite40.66%37.94%
    Fiduciary Asset Mgmt. MLPs38.24%36.92%
    RS Global Natural Resources27.27%25.31%
    Newgate Global Natural Resources26.22%24.02%
    PIMCO Commodity Real Return25.06%24.14%
    SSgA Multisource Active Comm. Strat.21.33%20.55%
    PIMCO Commodity Plus19.70%18.68%
    Credit Suisse Total Comm. Ret. DJAIG17.73%16.93%
    SSgA Dow Jones-UBS Comm. TR Index16.62%16.39%
    US SA Pacific/Asia

    ex-Jap. stock

    1-year gross return1-year net return 5-year gross return5-year net return
    ZPR All Asian74.27%71.54%  Oberweis China Opportunities25.42%23.73%
    Franklin India Equity29.73%27.47%  Franklin India Equity22.34%20.32%
    Vontobel Asset Mgmt. Far East Equity28.01%25.27%  Absolute Greater China Equity Composite21.30%20.45%
    Aberdeen Asia Pacific ex Japan Equity27.90%26.37%  Absolute Developed Asia Eq. Comp.18.03%17.40%
    Newton Pac. Bas. ex Japan Eq.26.80%25.93%  T. Rowe Price Asia ex-Japan Eq. Comp.17.72%16.73%
    Pyrford Pacific Basin ex Japan Equity24.74%24.16%  Newton Pacific Basin ex Jap. Eq.15.99%15.09%
    MFS Asia ex Japan Equity24.19%23.15%  Aberdeen Asia Pacific ex Japan Equity15.68%14.26%
    MFS Asia Pacific ex Japan22.44%21.42%  GAM Asia Equity Hedge Strategy15.68%15.68%
    T. Rowe Price Asia ex-Japan Eq. Comp.21.30%20.28%  Pyrford Pacific Basin ex Japan Equity14.12%13.64%
    Absolute Developed Asia Eq. Comp.20.73%20.10%  RCM Asia-Pac. ex Japan Eq. (Core Reg.)13.91%12.93%
    US SA real estate1-year gross return1-year net return 5-year gross return5-year net return
    Cohen & Steers Realty Focus42.45%41.16%  Cohen & Steers Realty Focus11.96%10.92%
    Morgan Stanley U.S. Real Estate33.01%32.35%  Brookfield US Value Income REIT8.91%8.33%
    Security Capital Focus Select32.47%31.32%  AEW U.S. Long/Short REIT Strategy8.00%6.53%
    Neuberger Berman REIT32.19%31.18%  Forward Uniplan REIT Portfolio7.41%5.09%
    Security Capital Growth & Income32.08%31.43%  Neuberger Berman REIT7.07%6.29%
    FAF Real Estate Securities31.90%30.97%  AEW U.S. Focus REIT Strategy6.75%6.09%
    Adelante Total Return Strategy30.89%30.48%  FAF Real Estate Securities6.65%5.93%
    T. Rowe Price U.S. Real Estate Composite30.85%30.19%  Urdang REIT Separate Account6.42%5.85%
    Urdang REIT Separate Account30.80%30.10%  Smith Asset Mgmt. LP REIT/Income5.99%4.86%
    American Century Real Estate30.38%28.91%  Cornerstone U.S. REIT Total Return5.50%4.54%
    US SA short government1-year gross return1-year net return 5-year gross return5-year net return
    J.P. Morgan MBS Bond (Columbus)9.63%9.38%  J.P. Morgan MBS Bond (Columbus)7.74%7.48%
    BlackRock Mortgage7.75%7.46%  PIMCO Mortgage Constrained6.81%6.62%
    PIMCO Mortgage Constrained7.38%7.18%  Sit Inv. Short Duration Strat.6.79%6.35%
    Victory Inst'l Mortgage Backed Secs.6.84%6.46%  BlackRock Mortgage6.41%6.12%
    Sit Inv. Short Duration Strat.6.82%6.28%  M.D. Sass Svcs. 3-Year FI6.10%5.69%
    TCW MBS Short-Intermediate5.55%5.22%  Eagle Government Securities Inst'l6.01%5.63%
    Eagle Government Securities Inst'l5.40%5.07%  WHV Short-to-Intermediate5.63%5.23%
    TCW Specialized Cash Management5.21%4.92%  TCW MBS Short-Intermediate5.62%5.30%
    M.D. Sass Svcs. 3-Year FI5.14%4.72%  Lazard U.S. Dynamic STAM5.45%5.34%
    Redstone Short-Intermediate Comp.4.43%4.17%  Madison Interm. Fixed Gov't Only Wrap5.39%4.14%
    US SA short-term bond1-year gross return1-year net return 5-year gross return5-year net return
    Brookfield Opportunistic MBS21.00%20.12%  Goodwin Low Dur. Core Plus Fixed Inc.7.18%6.58%
    Atlantic Enhanced Stock Indexing19.79%19.23%  PIMCO Mortgage Unconstrained7.06%6.62%
    Metropolitan West AM Strategic Inc.19.74%18.36%  MacKay Shields - Enhanced Core7.02%6.64%
    Advisors Total Return Taxable19.35%19.04%  Parnassus Fixed-Income Fund6.85%6.00%
    Goodwin Low Dur. Core Plus Fixed Inc.11.43%10.82%  Merganser Capital Mgmt. LP Interm. Bond6.65%6.35%
    Frost Intermediate Taxable Composite9.63%9.22%  Invesco Intermediate Limited Authority6.58%6.22%
    GMO Domestic Bond Strategy9.29%9.16%  Logan Circle STAMP 1-5 Years6.57%6.39%
    PIMCO Mortgage Unconstrained8.92%8.22%  Ryan Labs Intermediate Mkt. Enhanced6.48%6.17%
    Brookfield Intermediate Core Composite8.74%8.48%  Transamerica Short Duration6.46%6.23%
    Western Asset Mgmt. US Limited8.68%8.42%  Waddell & Reed Core Fixed Income6.41%6.09%
    US SA small blend1-year gross return1-year net return 5-year gross return5-year net return
    PENN Capital Small Cap Equity43.45%42.43%  12th Street Asset Opportunity24.86%23.70%
    Old West Small/Mid Cap40.94%39.52%  NewSouth NSCM Sm. Cap Val. Eq.15.16%14.39%
    12th Street Asset Opportunity40.57%39.33%  The London Co. Small Cap12.78%12.14%
    UBS Global U.S. Small Cap Value Equity40.22%38.91%  Morgan Dempsey Small/Micro-Cap Value12.55%11.48%
    NewSouth NSCM Sm. Cap Val. Eq.40.10%39.09%  Parnassus Small-Cap Fund12.26%10.84%
    PIMCO StocksPLUS Small Cap Tot. Ret.39.33%37.94%  The Boston SMID Cap Opp. Value11.26%10.20%
    Parnassus Small-Cap Fund38.96%37.35%  Silvercrest Small Cap Value10.91%9.80%
    O'Shaughnessy Microcap37.99%37.18%  Vaughan Nelson Small Cap Value10.51%9.47%
    PanAgora U.S. Small Cap Core Stock37.07%35.92%  Lord Abbett & Co. Sm.-Cap Value9.83%8.74%
    HighMark Small Cap Core Equity36.91%35.52%  Neuberger Berman Small Cap Intrinsic Value (DJG)9.81%8.73%
    US SA small growth1-year gross return1-year net return 5-year gross return5-year net return
    Transamerica Micro Cap55.43%53.19%  Columbus Circle Sm.-Cap Eq. Growth16.42%6.35%
    Bares Capital Mgmt. Micro-Cap Eq.53.03%51.15%  Bares Capital Mgmt. Micro-Cap Eq.15.78%14.38%
    Magee Thomson Micro Cap Growth50.52%48.39%  Lord Abbett & Co. Micro Cap Growth13.31%11.73%
    Transamerica Small Growth48.86%47.43%  Brown Capital Small Co. Investment Svc.13.26%12.23%
    RHJ Micro Cap Ultra Growth Equity47.94%46.58%  OMT Capital Mgmt. Select Growth Strat.13.15%12.07%
    Granahan Inv. Mgmt. Sm. Cap Discoveries46.74%46.20%  Transamerica Micro Cap12.33%10.67%
    Oberweis Concentrated Sm.-Cap Gro.45.96%45.54%  Eaton Vance Small Cap Core Eq.12.03%10.92%
    Nicholas Inv. - US Small Cap43.23%41.88%  NorthPointe Focused Small Cap Growth11.96%10.98%
    NorthPointe Micro Cap Equity43.11%41.81%  TCW Small Cap Growth11.61%10.67%
    Fuller & Thaler Micro-Cap Core42.81%41.37%  Lord Abbett & Co. Sm.-Cap Growth11.33%10.22%
    US SA small value1-year gross return1-year net return 5-year gross return5-year net return
    Texas First Small Cap Opportunity51.23%49.05%  Texas First Small Cap Opportunity15.43%13.99%
    Delafield Micro Cap Value48.98%47.86%  James Investment Research Micro-Cap12.21%10.98%
    Hotchkis & Wiley Sm.-Cap Val.44.27%43.39%  The Boston Small Cap Opp. Val. Eq. Mgmt.12.01%10.91%
    WHV Micro Cap Equity40.85%39.48%  Tieton Small Cap Value11.79%10.81%
    Tieton Small Cap Value39.78%38.56%  Gabelli Asset Mgmt. Sm.-Cap Value11.68%11.14%
    Delafield Concentrated Value39.67%38.60%  Piermont Small Cap Value Composite11.00%9.99%
    Ironwood Capital Conc. Sm. Cap Val.38.68%37.33%  Iridian Small Cap Value Equity10.97%10.02%
    Cambiar Small Cap Value Equity37.95%36.74%  Lockwell Small Cap Value10.08%8.69%
    Brandes U.S. Small Cap Value Equity37.28%35.96%  O’Shaughnessy Small Cap Value9.76%7.31%
    NWQ Small Cap Value Equity35.66%34.58%  Delafield Value9.57%8.53%
    US SA ultrashort bond1-year gross return1-year net return 5-year gross return5-year net return
    Western Asset Mgmt. US Index Plus26.41%26.04%  FFTW Mortgage Alpha8.16%7.74%
    Metropolitan West AM AlphaTrak23.98%23.83%  Goldman Sachs US Mortgages6.07%5.78%
    FFTW Mortgage Alpha16.02%15.45%  Wells Capital Short Dur. Taxable 1-3 Year4.80%4.60%
    Pyramis Leveraged Loans11.94%11.38%  StableRiver Ultra Short4.33%4.07%
    Metropolitan West AM Ultra Short FI6.81%6.68%  Logan Circle STAMP Cash Plus4.24%4.15%
    Goldman Sachs US Mortgages6.12%5.80%  PIMCO Short Term4.17%3.77%
    Federated Active Cash Broad FI Comp.5.19%4.83%  Advantus Short Duration Fixed Income4.14%3.96%
    FFTW LIBOR Plus Fixed Income3.76%3.55%  MIAM Enhanced Cash4.04%3.77%
    Lotsoff Interm. Cap-Enh. Cash3.64%3.28%  PCA Ultra Short Duration3.96%3.74%
    Advantus Short Duration Fixed Income3.32%3.15%  Federated Active Cash Broad FI Composite3.94%3.62%
    US SA world allocation1-year gross return1-year net return 5-year gross return5-year net return
    PanAgora Risk Parity Total Return21.02%19.94%  TCW Worldwide Opportunities11.33%9.01%
    HydePark Intelligent Risk–Aggressive19.31%18.97%  Wellington Opportunistic Investment9.56%9.89%
    IVA Diversified Global19.02%17.93%  Wellington Diversified Inflation Hedges8.31%7.34%
    Wellington Real Asset18.51%17.46%  Windhaven Diversified Aggressive8.27%6.87%
    Wellington Diversified Inflation Hedges18.34%17.29%  Zevin Global Appreciation with Income7.77%7.14%
    Wellington Opportunistic Investment17.70%16.43%  TAG Moderate ETF Portfolio7.76%6.53%
    HydePark Intelligent Risk–Moderate17.45%16.88%  Lazard Cap Alloc. Series (Glob. Non-Trad.)7.56%6.74%
    QA Global Balanced 80/2017.19%15.49%  Wellington Real Asset7.33%6.38%
    UBS Global Frontier Portfolio16.31%15.17%  Harding Loevner Multi-Asset Glob.6.68%5.75%
    Lazard Cap Alloc. Series (Glob. Non-Trad.)15.71%14.55%  Windhaven Diversified Growth6.61%5.71%
    US SA world bond1-year gross return1-year net return 5-year gross return5-year net return
    Franklin Templeton Global Multi-Sector17.15%15.72%  Strategic Non-Dollar Bond Fund15.95%15.95%
    Standish EMD – Local Currency16.10%15.69%  Franklin Templeton Global Multi-Sector15.63%14.14%
    GMO International Bond Strategy15.45%15.18%  Franklin Templeton Global Bond Plus13.72%12.48%
    Stone Harbor Global High Yield14.74%14.29%  CapGuardian/Int'l Global High Yield FI11.03%10.26%
    Franklin Templeton Euro High Yield14.63%12.86%  Strategic Global Ex Japan Bond Fund10.45%10.45%
    CapGuardian/Int'l Global High Yield FI14.43%13.62%  Stone Harbor Global High Yield9.19%8.73%
    Franklin Templeton Global Bond Plus13.68%12.53%  Wells FIA International Fixed Income8.78%8.16%
    Brandywine Global Fixed Income12.92%12.31%  Brandywine Global Fixed Income8.58%8.04%
    GMO Currency Hedged Int’l Bond Strategy12.14%11.68%  AllianceBernstein Global Fixed Income8.50%8.28%
    Strategic Non-Dollar Bond Fund10.91%10.91%  Putnam Core Global Fixed Income8.41%7.95%
    US SA world stock1-year gross return1-year net return 5-year gross return5-year net return
    ZPR Global Equity49.02%46.50%  ZPR Global Equity17.91%15.65%
    Tradewinds Small/Mid Cap Value Equity31.71%30.62%  BCM AlphaSector Global Premium IDX16.81%15.01%
    Loomis Sayles Glob. Equity Opportunities28.41%27.71%  Tradewinds Global All Cap16.14%15.17%
    Epoch Global Small Cap28.40%27.20%  Tradewinds Small/Mid Cap Value Equity14.72%13.76%
    Steinberg Asset Mgmt. Sm.-Cap Val.27.89%26.60%  John Hsu Capital Glob. Top-Down Eq.12.72%12.16%
    Acadian Global Small Cap Equity27.25%26.32%  WHV Global Equity12.02%10.93%
    Tradewinds All Cap27.02%25.96%  UBS Global Canada Equity11.10%10.82%
    Calamos Global Growth Composite26.62%25.50%  Crescat Large Cap Composite10.73%8.94%
    Crescat Large Cap Composite25.98%24.38%  DLS Global Equity10.08%9.00%
    Tradewinds Global ADR25.76%24.94%  First Eagle Global Value Equity9.82%9.01%
    Source: Morningstar Inc.

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