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 allocation | 1 year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
|---|---|---|---|---|---|---|
| PIMCO StocksPlus | 20.36% | 18.40% | Â | Hurley Capital Value Equity | 11.11% | 9.54% |
| iSectors Inflation Protect. Alloc. SMA | 17.73% | 17.03% | Â | Janus Balanced | 8.67% | 8.06% |
| James Investment Research Balanced | 15.72% | 15.03% | Â | FPA Contrarian Value | 7.97% | 6.57% |
| Hurley Capital Value Equity | 14.84% | 13.16% | Â | Efficient Market Taking Income-Moderate | 6.33% | 4.92% |
| Frontier Balanced | 14.81% | 14.13% | Â | PIMCO StocksPlus | 6.32% | 5.73% |
| Efficient Market 2-5 Years Aggressive | 14.79% | 13.88% | Â | Efficient Market 6-10 Years Conservative | 6.22% | 5.54% |
| UBS Global U.S. Balanced Portfolio | 14.54% | 13.82% | Â | Efficient Market 2-5 Years Moderate | 6.21% | 4.81% |
| Crossvault Taxable Mod. Bal. Cons. Gro. | 14.08% | 13.18% | Â | James Investment Research Balanced | 5.80% | 5.19% |
| Efficient Market 2-5 Years Moderate | 13.54% | 12.12% | Â | RAM Balanced (Taxable) | 5.55% | 4.65% |
| FPA Contrarian Value | 13.50% | 11.76% | Â | Efficient Market 2-5 Years Aggressive | 5.54% | 4.52% |
| US SA convertibles | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| Nicholas Inv. - Convertibles | 22.49% | 21.62% | Â | PENN Capital Convertible Securities | 11.51% | 9.42% |
| Allianz Convertibles | 22.18% | 21.66% | Â | Allianz Convertibles | 10.35% | 9.86% |
| PENN Capital Convertible Securities | 21.29% | 19.79% | Â | Shenkman Convertible Comp. | 9.97% | 9.19% |
| Gabelli Asset Mgmt. Convert. | 20.63% | 19.54% | Â | Nicholas Inv. - Convertibles | 9.90% | 9.09% |
| PIMCO Convertible | 18.72% | 17.94% | Â | Delaware - Convertibles | 8.44% | 7.75% |
| Cohen & Steers Preferred Securities | 17.39% | 17.00% | Â | Calamos Global Convertible Composite | 8.39% | 7.58% |
| Clearbridge Inst'l Convertible Securities | 17.17% | 16.47% | Â | SSI Outright Inv. Grade Convert. Strat. | 8.19% | 7.58% |
| MacKay Shields Convertibles | 16.98% | 16.41% | Â | Clearbridge Inst'l Convertible Securities | 7.54% | 6.95% |
| SSI Outright Discretionary Convert. Strat. | 16.97% | 16.41% | Â | MacKay Shields Convertibles | 7.40% | 6.86% |
| Delaware - Convertibles | 16.94% | 16.17% | Â | Gabelli Asset Mgmt. Convert. | 7.25% | 6.07% |
| US SA diversified emerging markets | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| Wasatch Emerging Markets Sm.Cap SA | 45.65% | 43.72% | Â | Aberdeen Emerging Markets Equity | 20.01% | 18.78% |
| Aberdeen Emg. Mkts. Equity - Small Cap | 44.63% | 42.86% | Â | Westwood Global Emg. Mkts. Composite | 19.64% | 18.66% |
| Aberdeen Frontier Markets Equity | 38.73% | 36.66% | Â | LSV Asset Mgmt. Emg. Mkts.Val. Eq. | 18.88% | 17.75% |
| Vontobel Asset Mgmt. Emg. Mkts. Eq. | 31.04% | 29.45% | Â | DCM Emerging Markets Equity | 16.93% | 15.76% |
| Emerging Markets | 30.73% | 29.53% | Â | Neuberger Berman Emerging Market Eq. | 16.87% | 15.73% |
| Aberdeen Emerging Markets Equity | 28.82% | 27.39% | Â | OFII Emerging Markets Equity | 16.64% | 15.53% |
| OFII Emerging Markets Equity | 28.50% | 27.30% | Â | Lazard Emg. Mkts. Discounted Assets | 16.46% | 16.00% |
| LSV Asset Mgmt. Emg. Mkts. Val. Eq. | 27.29% | 26.09% | Â | Delaware Emerging Markets | 16.45% | 15.13% |
| HSBC Emg. Mkts. Eq. - New Frontiers | 27.27% | 26.86% | Â | Brandes Emerging Markets Equity | 16.40% | 15.33% |
| Westwood Global Emg. Mkts. Composite | 26.29% | 25.21% | Â | Barings Focused Emg. Markets Equity | 16.31% | 15.49% |
| US SA diversified Pacific/Asia | 1-year gross return | 1-year net return | ||||
| RCM Total Return Asia Equity | 24.74% | 22.63% | ||||
| Pyrford Int'l PLC Asia Pacific Equity | 23.85% | 23.27% | ||||
| Templeton Asia Pacific Eq. | 23.62% | 23.12% | ||||
| Nomura U.S.A. Pacific Basin Equity | 19.68% | 18.91% | ||||
| GAM Asia-Pacific Equity | 18.22% | 17.22% | ||||
| Wells Capital Asia Pacific Equity | 17.02% | 16.07% | ||||
| Sit Inv. Pacific Basin | 16.85% | 15.81% | ||||
| John Hsu Capital Int'l Top-Down Eq. | 16.74% | 16.05% | ||||
| Oberweis Asia Opport | 15.75% | 14.51% | ||||
| Allianz Pacific Rim | 13.40% | 12.46% | ||||
| US SA emerging markets bond | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| GMO Emerging Country Debt Strategy | 25.25% | 24.25% | Â | DCM - Emerging Markets Debt | 12.99% | 12.32% |
| Lee Munder Emerging Markets | 22.30% | 21.15% | Â | TCW Emerging Markets Fixed Income | 12.95% | 12.25% |
| TCW Emerging Markets Fixed Income | 22.27% | 21.51% | Â | Franklin Templeton Emg. Mkt. Debt Opp. | 12.24% | 11.17% |
| DCM - Emerging Markets Debt | 21.15% | 20.44% | Â | Morgan Stanley Emg. Mkt. Debt Strat. | 11.81% | 10.58% |
| Logan Circle Emerging Markets Debt | 19.91% | 19.30% | Â | Wellington Emerging Markets Debt | 11.64% | 11.05% |
| Stone Harbor EMD Total Return | 17.76% | 17.45% | Â | CapGuardian/Int'l Emg. Mkts. Debt (USD) | 11.31% | 10.65% |
| Ashmore Asian Recovery Fund (ARF) | 17.65% | 12.50% | Â | MFS Emerging Markets Debt | 11.10% | 10.48% |
| RiverSource Emerging Markets Bond | 17.28% | 16.69% | Â | Stone Harbor EMD Total Return | 11.10% | 10.70% |
| Stone Harbor Emerging Markets Debt | 17.14% | 16.66% | Â | AllianceBernstein Emg. Markets Debt | 11.07% | 10.41% |
| Federated Emerging Markets Debt | 16.82% | 16.12% | Â | Stone Harbor Emerging Markets Debt | 10.82% | 10.40% |
| US SA Europe stock | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| Pictet Small Cap European Core Comp. | 26.43% | 25.56% | Â | Pictet Eastern European Equity | 8.99% | 8.08% |
| T. Rowe Price European Smaller Co. Eq. | 20.99% | 20.08% | Â | Pictet Small Cap European Core Comp. | 8.77% | 7.96% |
| Pictet Eastern European Equity | 19.90% | 18.96% | Â | Burgundy European Equity Composite | 8.66% | 7.69% |
| AXA Rosenberg Europe Small Cap | 18.81% | 17.06% | Â | MFS European Equity | 5.82% | 5.03% |
| L.A. Capital Europe Equity | 14.80% | 14.08% | Â | T. Rowe Price European Eq. Core Comp. | 5.75% | 5.18% |
| Burgundy European Equity Composite | 14.80% | 13.65% | Â | Newton Capital Pan European Eq. | 5.32% | 4.56% |
| Batterymarch U.K. Equity | 12.35% | 11.63% | Â | Pyramis Europe Growth | 5.22% | 4.38% |
| Principal Glob. European Equities | 10.77% | 10.20% | Â | Numeric Investors Europe Core | 4.73% | 3.95% |
| T. Rowe Price European Eq. Core Comp. | 9.87% | 9.28% | Â | Acadian Europe Equity Ex-UK | 4.66% | 3.91% |
| AXA Rosenberg U.K. Broad Mkt. | 9.45% | 8.00% | Â | Principal Glob. European Equities | 4.58% | 4.03% |
| US SA foreign large blend | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| Herzfeld Foreign Closed-End | 25.47% | 23.67% | Â | BCM AlphaSector Int'l Premium IDX | 18.45% | 16.63% |
| Wells Capital - International CEF | 23.49% | 22.55% | Â | EARNEST International Equity | 12.83% | 11.94% |
| J.P. Morgan Global Focus | 23.15% | 22.25% | Â | QA International Equity | 11.49% | 10.07% |
| Reed, Conner & Birdwell Int'l Value | 21.65% | 21.15% | Â | Ativo International | 10.84% | 9.26% |
| Hansberger Conc. Global Equity Value | 20.74% | 19.84% | Â | Symmetric Prism Grid | 10.38% | 9.00% |
| Federated EAFE Equity Composite | 20.50% | 19.60% | Â | J.P. Morgan Global Focus | 10.14% | 9.32% |
| Ativo International | 20.47% | 18.77% | Â | Federated EAFE Equity Composite | 9.29% | 8.26% |
| Lazard Global Discounted Assets | 19.95% | 19.34% | Â | Wells Capital - International CEF | 8.61% | 7.76% |
| Neuberger Berman International Equity | 19.23% | 18.10% | Â | Davis International Product | 8.29% | 7.55% |
| Pendo International Strategy | 18.77% | 15.31% | Â | HGK International Equity | 8.16% | 7.40% |
| US SA foreign large growth | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| Turner Inv. International Growth Equity | 28.57% | 26.81% | Â | WCM Inv. Mgmt. Focused Growth Int'l | 14.21% | 13.67% |
| Santa Barbara Int'l Gro. ORD Comp. | 26.61% | 25.45% | Â | WHV International Equity | 11.77% | 10.67% |
| WCM Inv. Mgmt. Focused Growth Int'l | 24.93% | 24.16% | Â | Janus Inst'l International Equity | 9.96% | 9.20% |
| William Blair Int'l Growth - Conc. | 24.74% | 23.76% | Â | Calamos International Growth Composite | 9.41% | 8.34% |
| Calamos International Growth Composite | 22.57% | 21.38% | Â | Baillie Gifford Overseas ACWI xUS Alpha | 9.21% | 8.57% |
| Santa Barbara Int'l Gro. ADR Comp. | 21.22% | 16.62% | Â | Baillie Gifford Overseas EAFE Plus Alpha | 8.32% | 7.72% |
| William Blair Int'l Growth | 21.20% | 20.24% | Â | PCA International Growth Eq. | 8.28% | 7.48% |
| Gabelli Asset Mgmt. Int'l Growth | 20.13% | 19.08% | Â | Baillie Gifford Ovrseas LT Glob. Gro. ex N.A. | 8.26% | 5.45% |
| American Century Concen Int'l Growth | 19.49% | 19.49% | Â | MFS International Growth Equity | 8.25% | 7.44% |
| Baillie Gifford Overseas LT Glob. Gro. ex-N.A. | 19.07% | 18.16% | Â | Harding Loevner Int'l Eq. | 8.13% | 7.40% |
| US SA foreign large value | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| Accuvest Global Opportunities | 26.23% | 25.32% | Â | Aberdeen Asia Pacific Inc. Japan Equity | 11.00% | 9.63% |
| Aberdeen Asia Pacific Inc. Japan Equity | 25.91% | 24.37% | Â | Aletheia International Growth | 10.91% | 9.97% |
| AXA Rosenberg Canadian Broad Mkt. Eq. | 24.70% | 23.06% | Â | Allianz NFJ International Value | 8.73% | 7.75% |
| Sanderson Asset Mgmt. Int'l Val. Eq. | 20.24% | 19.03% | Â | Sanderson Asset Mgmt. Int'l Val. Eq. | 8.62% | 7.52% |
| Causeway Global Value Equity | 19.79% | 18.73% | Â | Newton Capital Global Higher Income | 8.47% | 7.72% |
| Sprucegrove Int'l Value Eq. US Composite | 19.48% | 19.48% | Â | Accuvest Global Opportunities | 8.27% | 7.90% |
| Aletheia International Growth | 18.99% | 18.45% | Â | Aberdeen EAFE Plus Eq. 3% Outperform. | 8.22% | 7.66% |
| Federated Core International Equity | 18.29% | 17.40% | Â | Laffer Investments Glob. Eq. Composite | 8.22% | 7.25% |
| Schroders QEP Global (Ex US) Value | 18.16% | 16.98% | Â | Renaissance International | 7.95% | 7.39% |
| Acadian All Country World ex U.S. | 17.95% | 17.09% | Â | Wellington International Opportunities | 7.90% | 7.19% |
| US SA foreign small/ mid growth | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| Denver Inv. International Small Cap | 39.47% | 38.10% | Â | UBS Global Canadian Equity Small Cap | 15.65% | 15.26% |
| UBS Global Canadian Equity Small Cap | 37.15% | 36.83% | Â | Driehaus Int'l Small Cap Growth | 14.29% | 13.04% |
| Wasatch International Small Cap Growth | 36.75% | 35.06% | Â | UBS Global ex US Small Cap Growth | 11.33% | 9.93% |
| Wells-Berkeley Int'l Small Cap Equity | 36.70% | 35.35% | Â | Franklin Int'l Small Cap Growth Equity | 10.72% | 9.60% |
| Oberweis Int'l Opportunities | 33.35% | 31.97% | Â | Allianz International Small Cap Growth | 9.79% | 9.01% |
| UBS Global ex US Small Cap Growth | 31.16% | 29.65% | Â | Wasatch International Small Cap Growth | 9.78% | 8.46% |
| Principal Global Int'l Small Cap Equity | 30.91% | 30.10% | Â | Emerald Asset Adv. Global Cycle Strat. | 9.51% | 8.74% |
| Driehaus Int'l Small Cap Growth | 28.81% | 27.22% | Â | Copper Rock International Small Cap | 9.31% | 8.29% |
| William Blair Int'l Small Cap Growth | 27.64% | 26.39% | Â | Denver Inv. International Small Cap | 9.19% | 8.24% |
| Allianz International Small Cap Growth | 27.36% | 26.40% | Â | Wells-Berkeley Int'l Small Cap Equity | 9.03% | 7.94% |
| US SA foreign small/ mid value | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| Brandes International Small Cap Eq. | 33.16% | 32.00% | Â | Ativo International - ADR | 14.87% | 13.28% |
| Brandes Global Small Cap Eq. | 31.83% | 30.62% | Â | Templeton Int'l Small Cap Eq. | 11.92% | 11.56% |
| Philadelphia Int'l LP Small Cap Int'l Eq. | 29.82% | 29.33% | Â | First Eagle International Value Equity | 10.01% | 9.69% |
| AQR Capital International Small Cap | 27.57% | 26.36% | Â | GMO Foreign Small Companies Strategy | 8.91% | 7.96% |
| LSV Asset Mgmt. Int'l Sm.-Cap Val.Eq. | 26.82% | 25.63% | Â | Putnam Int'l Small Cap Core Equity | 8.64% | 7.57% |
| Batterymarch Int'l Sm. Cap Equity | 26.55% | 25.31% | Â | LSV Asset Mgmt. Int'l Sm.-Cap Val. Eq. | 8.53% | 7.49% |
| GMO Foreign Small Cos. Strategy | 25.81% | 24.75% | Â | Pyramis Select International Small Cap | 7.67% | 6.81% |
| The Boston International Small Cap Eq. | 25.62% | 24.45% | Â | Brandes International Small Cap Eq. | 6.78% | 5.82% |
| Acadian International Small Cap | 25.18% | 24.27% | Â | GMO International Small Cos. Strat. | 5.89% | 5.11% |
| Lazard LQE - EAFE Small Cap Equity | 25.13% | 24.21% | Â | SSgA Small Cap Int'l Alpha Strategy | 5.11% | 4.22% |
| US SA global real estate | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| Brookfield Global Real Estate Sec. (L/S) | 39.92% | 32.38% | Â | Brookfield Global Real Estate Sec. (L/S) | 31.56% | 22.99% |
| Duff & Phelps Glob. Real Estate Secs. | 24.77% | 23.73% | Â | EII Int'l (ex-US) Real Estate Securities | 6.95% | 5.90% |
| Adelante Global Strategy | 24.49% | 23.57% | Â | EII Global Real Estate Securities | 6.63% | 5.61% |
| Heitman Global Diversified Strategy | 23.29% | 22.39% | Â | Cohen & Steers AsiaPacific RE Secs. | 6.11% | 4.92% |
| Forum Securities Global Income | 23.19% | 22.23% | Â | Cohen & Steers Global RE Secs. | 5.00% | 4.31% |
| Brookfield Global Real Estate Sec. (L) | 22.21% | 22.02% | Â | Morgan Stanley Glob. Real Estate | 4.77% | 4.03% |
| Principal Global Investors Global REIT | 22.19% | 21.24% | Â | ING Clarion Glob. Real Estate Secs. Strat. | 4.63% | 4.00% |
| Morgan Stanley Glob. Real Estate | 21.57% | 20.72% | Â | Brookfield Global Real Estate Sec. (L) | 4.29% | 3.71% |
| Pyramis Global Real Estate Inv. Trust | 21.50% | 20.63% | Â | KRA Global REITS | 4.22% | 4.00% |
| J.P. Morgan Global Real Estate Securities | 21.23% | 20.28% | Â | Forum Securities Global Ex-US Divers. | 4.08% | 3.14% |
| US SA high-yield bond | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| Pyramis High Yield CMBS | 29.44% | 28.49% | Â | PENN Capital Distressed Total Return | 15.22% | 13.23% |
| PENN Capital Distressed Total Return | 29.03% | 26.30% | Â | Clark Navigator Fixed Income TR | 13.78% | 12.82% |
| Advisors Credit Opportunities | 23.07% | 22.02% | Â | Pacific Income U.S. High Yield | 12.11% | 11.53% |
| SMH Capital High Yield Institutional | 22.11% | 21.29% | Â | MacKay Shields High Yield Active Core | 11.09% | 10.51% |
| Hotchkis & Wiley High Yield | 19.98% | 19.40% | Â | Neuberger Berman Full Market High Yield | 10.61% | 10.13% |
| NCRAM High Yield Tot. Ret. Inst'l (HYTRIC) | 19.86% | 19.27% | Â | AXA Inv. Mgrs. High Yield | 10.31% | 9.71% |
| DDJ High Yield Composite | 19.30% | 18.62% | Â | Wellington High Yield Bond | 10.14% | 9.59% |
| Pioneer US High Yield - Total Return | 19.21% | 18.62% | Â | Artio High Yield Strategy | 9.96% | 8.84% |
| Putnam High Yield Fixed Income | 19.13% | 18.55% | Â | NCRAM High Yield Tot. Ret. Inst'l (HYTRIC) | 9.81% | 9.27% |
| PENN Capital Opportunistic HY FI | 18.94% | 18.30% | Â | Putnam High Yield Fixed Income | 9.75% | 9.11% |
| US SA inflation- protected bond | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| PIMCO Real Return Asset Long Duration | 11.41% | 10.80% | Â | PIMCO Real Return Full Authority | 6.51% | 5.95% |
| PIMCO Real Return Full Authority | 8.51% | 7.93% | Â | Delaware - Inflation Protected Bond | 6.40% | 5.93% |
| Delaware - Inflation Protected Bond | 7.12% | 6.62% | Â | PIMCO Real Return Asset Long Duration | 6.21% | 5.61% |
| Ryan Labs Inflation Index Intermediate | 6.99% | 6.63% |  | Hartford Inv. Mgmt. TIPS – Asset Class | 6.15% | 5.94% |
| Hartford Inv. Mgmt. TIPS – Asset Class | 6.77% | 6.56% |  | Wellington TIPS | 6.07% | 5.86% |
| Weaver C. Barksdale US Gov't TIPS | 6.63% | 6.55% | Â | FFTW Inflation Linked Bonds U.S. | 5.86% | 5.62% |
| BlackRock TIPS PLUS | 6.59% | 6.17% | Â | BlackRock TIPS PLUS | 5.84% | 5.42% |
| FFTW Inflation Linked Bonds U.S. | 6.55% | 6.28% | Â | American Century Inflation Adjusted Bond | 5.60% | 5.03% |
| IR&M TIPS | 6.53% | 6.42% | Â | IR&M Intermediate TIPS | 5.58% | 5.45% |
| Ryan Labs Inflation Index Enhanced | 6.44% | 6.13% | Â | NISA Intermediate TIPS | 5.50% | 5.23% |
| US SA intermediate government | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| Utendahl Capital Mortgage Backed Secs. | 18.15% | 17.49% | Â | Utendahl Capital Mortgage Backed Secs. | 12.10% | 11.86% |
| TCW Total Return MBS | 11.18% | 10.80% | Â | Ryan Labs Long Liability Enhanced | 7.76% | 7.43% |
| TCW Mortgage-Backed Securities | 10.71% | 10.40% | Â | TCW Total Return MBS | 7.71% | 7.34% |
| Ryan Labs Long Liability Enhanced | 10.43% | 10.06% | Â | TCW Mortgage-Backed Securities | 7.65% | 7.32% |
| FFTW Mortgage | 7.87% | 7.60% | Â | FFTW Mortgage | 7.06% | 6.83% |
| TCW Index Plus MBS | 7.82% | 7.61% | Â | CS McKee Broad Government Fixed | 6.94% | 6.48% |
| CS McKee Broad Government Fixed | 7.08% | 6.55% | Â | Logan Circle STAMP Interm. Gov't/Credit | 6.74% | 6.43% |
| Putnam Mortgage Only | 6.77% | 6.50% | Â | PCA US Government Mortgage | 6.64% | 6.27% |
| Smith Breeden Mortgage Index Plus | 6.67% | 6.29% | Â | TCW Index Plus MBS | 6.60% | 6.39% |
| Logan Circle STAMP Interm. Gov't/Credit | 6.64% | 6.40% | Â | M.D. Sass Svcs. Core Fixed-Income | 6.39% | 6.01% |
| US SA intermediate-term bond | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| Brookfield CMBS Composite | 64.08% | 63.51% | Â | Loomis Sayles Core Plus | 8.77% | 8.54% |
| PIMCO All Asset Strategy | 14.65% | 13.66% | Â | Delaware Corp. Bond Fixed-Income | 8.55% | 8.03% |
| GMO Global Bond Strategy | 14.56% | 14.15% | Â | PIMCO Core Plus Total Ret. Full Auth. | 8.24% | 7.78% |
| GMO Core Plus Bond Strategy | 13.53% | 13.25% | Â | Dolan McEniry Fixed Income Composite | 8.18% | 7.87% |
| Brandes Core Plus Fixed Income Portfolio | 12.85% | 12.54% | Â | Janus Inst'l Core Plus Bond | 8.14% | 7.42% |
| Advisors Core Plus | 12.51% | 11.89% | Â | Metropolitan West AM Total Ret. FI | 8.05% | 7.79% |
| Delaware Corp Bond Fixed-Income | 12.49% | 11.95% | Â | Transamerica Core Aggregate Fixed Inc. | 7.92% | 7.54% |
| Transamerica Core Plus Fixed Income | 12.25% | 11.82% | Â | Seix Corporate Bond Mgmt. | 7.84% | 7.43% |
| Metropolitan West AM Total Return FI | 11.84% | 11.54% | Â | Davis Hamilton Jackson FI Aggregate | 7.77% | 7.47% |
| Loomis Sayles Multi Sector Total Return | 11.64% | 11.27% | Â | PIMCO Core Fixed-Income Total Ret. | 7.77% | 7.38% |
| US SA Japan stock | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| IFDC Japan Mainstream | 22.03% | 22.03% | Â | Burgundy Focus Asian Composite | 6.19% | 5.26% |
| Burgundy Asian (All Cap) Composite | 21.44% | 19.35% | Â | Burgundy Asian (All Cap) Composite | 4.90% | 3.81% |
| Acadian Japanese Equity | 21.37% | 20.48% | Â | MFS Japan Equity Large Cap | -1.37% | -2.11% |
| Principal Glob. Japanese Equity | 20.24% | 19.56% | Â | IFDC Japan Mainstream | -1.70% | -1.70% |
| Tradewinds Japan Equity | 19.95% | 19.51% | Â | Baillie Gifford Overseas Japanese Eq. | -1.97% | -2.54% |
| Baillie Gifford Overseas Japanese Eq. | 19.11% | 18.33% | Â | AXA Rosenberg Japan Small Cap | -4.19% | -5.37% |
| AXA Rosenberg Japan Small Cap | 17.92% | 16.94% | Â | Acadian Japanese Equity | -4.26% | -4.88% |
| Burgundy Focus Asian Composite | 17.90% | 16.94% | Â | AXA Rosenberg Japan Broad Market Eq. | -4.51% | -5.80% |
| T. Rowe Price Japan Equity Comp. | 15.49% | 14.80% | Â | Principal Glob. Japanese Equity | -4.98% | -5.53% |
| AXA Rosenberg Japan Broad Market Eq. | 14.42% | 12.91% | Â | Alliance Japan Growth Equity | -5.51% | -6.03% |
| US SA large blend | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| Rehmann Financial Alpha Quant Portfolio | 34.94% | 32.74% | Â | BCM Premium Diversified Equity | 17.02% | 15.22% |
| PIMCO Fundamental IndexPLUS Tot. Ret. | 31.43% | 30.42% | Â | BCM AlphaSector Premium IDX | 15.49% | 13.70% |
| Epoch International Small Cap | 29.18% | 27.97% | Â | BCM Diversified Equity | 14.13% | 12.37% |
| A.R. Schmeidler Large Cap Equity | 26.76% | 25.55% | Â | Yacktman Taxable Focused Comp. | 13.59% | 13.02% |
| PIMCO StocksPLUS Total Return | 26.72% | 25.71% | Â | BCM AlphaSector Rotation IDX | 11.57% | 9.83% |
| Logan Core | 25.39% | 23.74% | Â | Yacktman Tax-ex Divers. Comp. | 10.70% | 9.83% |
| First Eagle U.S. Equity | 25.31% | 24.24% | Â | Epoch International Small Cap | 9.86% | 8.72% |
| Systematic Financial Mgmt. Select Value | 25.01% | 24.13% | Â | PIMCO Fundamental IndexPLUS Tot. Ret. | 8.83% | 7.99% |
| PIMCO Fundamental IndexPLUS | 25.00% | 24.13% | Â | Parnassus Equity Income Fund (Inst'l) | 8.24% | 7.39% |
| Kopp TQM Blend | 24.72% | 23.12% | Â | BBH Core Select | 8.00% | 6.93% |
| US SA large growth | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| Logan Capital Mgmt. Logan Growth | 36.49% | 35.30% | Â | Parnassus Workplace Fund | 10.57% | 9.26% |
| Geneva Advisors All Cap Growth | 33.46% | 32.03% | Â | DundeeWealth U.S. Value Equity | 9.39% | 6.76% |
| Rockwood Capital Strategic Equity | 31.78% | 30.88% | Â | Alger SRI Capital Appreciation Composite | 9.22% | 8.52% |
| Contravisory Equity Portfolio | 31.16% | 30.26% | Â | Alger Capital Appreciation Composite | 9.20% | 8.49% |
| Calamos Midcap Growth Composite | 30.39% | 29.49% | Â | CHOICE Special Opportunities | 8.98% | 7.60% |
| Magee Thomson Large Cap Growth | 29.88% | 28.81% | Â | Morgan Stanley Capital Opportunities | 8.67% | 7.37% |
| Transamerica Concentrated All Cap Gro. | 28.76% | 27.70% | Â | Raub Brock Dividend Growth Portfolio | 8.38% | 7.35% |
| Morgan Stanley Capital Opportunities | 28.43% | 27.10% | Â | Zevenbergen Growth Equity | 8.34% | 7.91% |
| Geneva Advisors Large Cap Growth | 28.10% | 26.67% | Â | Polen Large Cap Growth | 8.25% | 7.34% |
| Delaware All Cap Growth Equity | 28.04% | 27.08% | Â | Transamerica Concentrated All Cap Gro. | 7.98% | 7.07% |
| US SA large value | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| Neuberger Berman Lg. Cap Value (SMA) | 30.87% | 30.87% | Â | ICC Multi-Cap Equity | 10.55% | 9.61% |
| Endurance Capital All Cap Value | 24.75% | 23.87% | Â | ACR EQR Equity Quality Return | 10.43% | 9.61% |
| Glenmede Large Cap Value Equity | 23.88% | 22.97% | Â | Manning & Napier Manning Yld. Div.-Focus | 8.53% | 7.99% |
| Fort Washington Focused Eq. Composite | 23.17% | 23.11% |  | O’Shaughnessy Market Leaders Value | 8.23% | 5.65% |
| Dreman Value Equity | 22.65% | 21.58% | Â | Graham & Dodd Large Cap Value | 7.37% | 7.21% |
| Mesirow Financial Inv. Mgmt. All Cap Val. | 22.23% | 21.02% | Â | Hourglass Capital Lg. Cap Val. Eq. Inc. | 6.96% | 6.28% |
| OFI Private - All Cap Value | 21.32% | 17.79% | Â | Campbell Newman Dividend Growth | 6.86% | 6.35% |
| ClearBridge Institutional SA ACV | 21.20% | 17.72% | Â | Timberline Dividend & Growth | 6.74% | 6.31% |
| Columbia Val. & Restructuring Strat. Fund | 20.94% | 20.45% | Â | ClearBridge Institutional SA ACV | 6.64% | 3.55% |
| O'Shaughnessy Value Blend | 20.87% | 19.80% | Â | Knightsbridge Asset Mgmt. Opp. Value | 6.51% | 5.58% |
| US SA leveraged net long | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| AQR Capital Sm. Cap Relaxed Constraint | 27.83% | 26.01% | Â | Acadian Non-US Concentrated 130/30 | 11.70% | 9.35% |
| Acadian Non-US Concentrated 130/30 | 25.84% | 21.92% | Â | J.P. Morgan Large Cap Core 130/30 | 8.36% | 7.50% |
| Acadian All Country World ex U.S. 130/30 | 20.67% | 18.35% | Â | Acadian All Country World ex U.S. 130/30 | 4.75% | 3.36% |
| L.A. Capital U.S. Large Cap Active Exten. | 20.17% | 19.45% | Â | Martingale 130/30 LargeCap Core | 4.61% | 3.88% |
| AQR Capital Global RC 40(140/40) | 20.08% | 18.42% | Â | Glenmede Large Cap 130/30 | 3.55% | 2.77% |
| MFS Blended Res. 130/30 - U.S. Core Eq. | 19.56% | 18.55% | Â | Martingale 130/30 LargeCap Growth | 2.68% | 1.95% |
| PanAgora Dynamic Global Ext. Alpha | 18.71% | 17.90% | Â | Analytic Core Eq.Plus (Russell 1000) | 2.53% | 2.20% |
| The Boston US Large Cap Core 130/30 Eq. | 17.61% | 16.69% | Â | AJO Large Cap - Absolute Value 130/30 | 1.86% | 1.46% |
| AQR Capital US Relaxed Constraint 40 | 17.11% | 16.12% | Â | Martingale 130/30 LargeCap Core 500 | 1.74% | 1.54% |
| Glenmede Large Cap 130/30 | 16.81% | 15.96% | Â | UBS Global U.S. Equity 130/30 | 1.50% | 0.73% |
| US SA long-short | 1-year gross return | 1-year net return | ||||
| Acadian Non-US Small-Cap Long/Short | 26.27% | 24.76% | ||||
| QA Tactical All Market | 15.59% | 13.86% | ||||
| Clark Navigator Alternative | 12.81% | 11.59% | ||||
| Astor Long/Short Balanced Program | 11.27% | 9.29% | ||||
| SSgA U.S. Active Large Cap Core Edge | 10.58% | 9.70% | ||||
| Turner Inv. Financial Services Long/Short | 10.26% | 9.07% | ||||
| PanAgora Fixed Inc. Long Short | 8.91% | 8.24% | ||||
| Mellon Cap EB LongShort Alpha Fund | 7.51% | 7.51% | ||||
| Frontier Absolute Return | 7.29% | 6.65% | ||||
| Turner Inv. Consumer Long/Short Equity | 5.32% | 4.27% | ||||
| US SA long-term bond | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| Standish US Long Duration | 16.88% | 16.67% | Â | Delaware - Long Duration Fixed-Income | 9.54% | 8.96% |
| Delaware - Long Duration Fixed-Income | 15.48% | 14.87% | Â | Standish US Long Duration | 9.32% | 9.14% |
| Logan Circle Long Credit | 14.76% | 14.37% | Â | PIMCO L/T Bond Full Authority | 8.92% | 8.70% |
| Logan Circle Long Duration | 14.05% | 13.67% | Â | PIMCO Investment Grade Corporate | 8.80% | 8.30% |
| PIMCO Long Term Bond - Long Credit | 13.36% | 13.02% | Â | Century Mgmt. Fixed Income | 8.77% | 8.42% |
| Atlantic Long Liability Enhanced | 13.18% | 12.96% | Â | Logan Circle Long Duration | 8.75% | 8.31% |
| CapGuardian/Int'l Long Dur. Gov't/Cred. Plus FI | 13.18% | 12.85% | Â | PineBridge US Inv. Grade Credit Bond | 8.55% | 8.12% |
| Advantus Long Duration Fixed Income | 13.01% | 12.78% | Â | Loomis Sayles Core Plus Full Discretion | 8.34% | 8.02% |
| PIMCO L/T Bond Full Authority | 12.98% | 12.70% | Â | Atlantic Long Liability Enhanced | 8.17% | 7.98% |
| Loomis Sayles Core Plus Full Discretion | 12.85% | 12.48% | Â | Baird Advisors Long Gov't Credit Bond | 8.15% | 7.97% |
| US SA market neutral | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| AORDA Portfolio2 | 36.62% | 30.79% | Â | AORDA Portfolio2 | 26.74% | 18.05% |
| AORDA Portfolio3 | 23.60% | 16.62% | Â | Fuller & Thaler Market Neutral | 8.95% | 6.89% |
| Analytic US Market Neutral II | 11.19% | 10.68% | Â | J.P. Morgan Res. Mkt. Neutral | 5.94% | 4.90% |
| Fuller & Thaler Market Neutral | 9.68% | 7.29% | Â | Zacks Market Neutral | 5.22% | 4.19% |
| First Quadrant Eur. Mkt. Neutral Eq. | 9.56% | 8.99% | Â | The Boston Multi-Alpha Mkt. Neutral Eq. | 4.79% | 3.76% |
| Numeric Investors US Market Neutral | 8.26% | 7.19% | Â | Numeric Investors US Market Neutral | 2.68% | 2.17% |
| American Century Equity Market Neutral | 3.11% | 1.43% | Â | Analytic US Market Neutral II | 2.41% | 1.59% |
| PanAgora Dynamic Global Market Neutral | 1.70% | 0.69% | Â | American Century Equity Market Neutral | 2.13% | 0.46% |
| Analytic US Mkt. Neutral Mod. Volatility | 1.69% | 0.59% | Â | Analytic US Market Neutral | 1.81% | 0.75% |
| The Boston Multi-Alpha Mkt. Neutral Eq. | 1.34% | 0.33% | Â | First Quadrant Eur. Mkt. Neutral Eq. | 1.05% | 0.54% |
| US SA midcap blend | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| Pyramis Small/Mid Cap Core | 38.26% | 37.25% | Â | NewSouth NSCM SMIDCap Val. Eq. | 14.99% | 14.20% |
| Kirr Marbach & Company All Cap Equity | 36.57% | 35.27% | Â | Lord Abbett & Co. Small to Mid Value | 13.01% | 11.90% |
| NewSouth NSCM SMIDCap Val. Eq. | 35.95% | 35.09% | Â | Westwood Mgmt. Corp. SMidCap Eq. | 11.80% | 11.24% |
| Mastrapasqua Small/Mid Cap Core Comp. | 35.91% | 35.38% | Â | Pyramis Small/Mid Cap Core | 11.28% | 10.46% |
| PENN Capital Sm. to Mid Cap Equity | 35.78% | 34.79% | Â | Broadview All Cap Equity | 11.05% | 9.96% |
| GW&K Small/Mid Cap Equity Strategy | 34.32% | 33.01% | Â | Transamerica Small/Mid Value | 10.96% | 9.92% |
| PENN Capital Mid-Cap Equity | 32.19% | 31.12% | Â | Optimum Mid-Cap Core Equity | 10.78% | 9.93% |
| Transamerica Small/Mid Value | 31.26% | 30.00% | Â | Loomis Sayles Small/Mid Cap | 9.65% | 8.90% |
| Wright Inv. Service Mid-Cap Core Focus | 30.99% | 30.99% | Â | NewSouth NSCM Mid-Cap Val. Eq. | 9.21% | 8.54% |
| Symphony Mid-Cap Core | 30.85% | 29.83% | Â | Gabelli Asset Mgmt. Value | 9.16% | 8.57% |
| US SA midcap growth | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| DundeeWealth U.S. Growth Equity | 50.84% | 47.31% | Â | Insight Concentrated Growth | 18.79% | 16.52% |
| Delaware - Smid-Cap Growth-Focus | 45.39% | 44.33% | Â | WCM Mid Cap Equity | 16.59% | 15.50% |
| Columbia Partners Small-Mid Growth Eq. | 44.23% | 42.84% | Â | NewSouth Cap. Mgmt. NSCM Value Opps. | 13.86% | 12.99% |
| Alliance US SMID Cap Growth | 40.63% | 39.33% | Â | Apex SMID Growth | 12.23% | 11.17% |
| Congress Asset Mgmt. Mid-Cap Gro. | 40.18% | 39.16% | Â | Denver Inv. Concentrated Mid-Cap Growth | 12.01% | 11.11% |
| MDT Mid Cap Growth | 39.76% | 38.40% | Â | American Century Opp. Mid Cap Growth | 11.66% | 10.51% |
| Turner Inv. All Cap Growth MA | 38.58% | 34.43% | Â | Delaware - Smid-Cap Growth-Focus | 11.14% | 10.36% |
| Denver Inv. SMID-Growth | 38.25% | 37.18% | Â | TCW SMID Cap Growth | 10.65% | 9.73% |
| Loomis Sayles Mid-Cap Growth | 37.71% | 36.97% | Â | Atlanta High Quality Smid Cap | 10.44% | 9.56% |
| Luther King Cap. Mgmt. SMID Eq. Comp. | 37.71% | 36.37% | Â | Westfield Cap. Mgmt. Co. Sm./Mid Gro. Eq. | 10.28% | 9.43% |
| US SA midcap value | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| Hotchkis & Wiley Value Opp. Strategy | 36.39% | 35.39% | Â | Moloney Securities Growth | 17.39% | 15.71% |
| Hotchkis & Wiley Mid-Cap Value | 35.38% | 34.51% | Â | TCIA Equity Yield Focus | 16.76% | 15.57% |
| TCIA Equity Yield Focus | 34.13% | 32.44% | Â | Texas First Select Value | 13.22% | 11.88% |
| Evercore AM SMID-Cap Value | 32.07% | 30.91% | Â | Invesco Mid Cap Value | 11.66% | 10.71% |
| Delaware Mid Cap Value | 31.23% | 30.69% | Â | Ceredex Mid Cap Value Equity | 10.83% | 10.00% |
| Brandes U.S. Mid-Cap Value Equity | 31.02% | 29.90% | Â | Nicholas Equity Income | 10.54% | 10.09% |
| Fisher Small and Mid Cap Value | 29.95% | 29.03% | Â | Forward Uniplan High Income Tot. Ret. | 10.27% | 7.80% |
| Delafield Mid Cap Value | 29.87% | 28.80% | Â | Lee Munder Mid-Cap Value | 9.86% | 9.01% |
| Schafer Cullen Small Cap Value Equity | 29.19% | 28.54% | Â | Seizert Capital Partners Mid Cap Value | 9.63% | 8.60% |
| LSV Sm./Mid Cap Val. Eq. (US) | 29.06% | 28.15% | Â | Speece Thorson Mid-Cap Value Equity | 9.56% | 8.83% |
| US SA moderate allocation | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| Herzfeld US Equity Closed-End | 27.66% | 26.17% | Â | Good Harbor U.S. Tactical Core | 14.76% | 13.75% |
| LMG Balanced | 24.07% | 22.71% | Â | Messner & Smith - Balanced | 8.06% | 7.02% |
| Transamerica Balanced | 22.97% | 22.19% | Â | Winslow Asset Mgmt. All Cap Balanced | 7.34% | 6.71% |
| Contravisory Balanced Portfolio | 22.13% | 20.63% | Â | Harris Assoc. Equity & Income Comp. | 7.30% | 6.57% |
| Messner & Smith - Balanced | 21.21% | 20.02% | Â | Atalanta Sosnoff Balanced | 6.75% | 5.93% |
| Herzfeld Balanced Closed-End | 20.39% | 19.41% | Â | Leuthold Weeden Core Investments | 6.66% | 5.73% |
| Innealta Tact. ETF Risk-Based Opp. Gro. | 19.17% | 19.17% | Â | Contravisory Balanced Portfolio | 6.49% | 5.21% |
| Efficient Market 20 Plus Years Moderate | 18.26% | 17.13% | Â | Punch Income Composite | 6.40% | 5.44% |
| Winslow Asset Mgmt. All Cap Balanced | 18.21% | 17.56% | Â | Anchor Balanced Management | 6.30% | 5.61% |
| Johnson Inst'l Mgmt. Enhanced Index | 18.11% | 17.91% | Â | Montag & Caldwell Balanced | 6.21% | 5.82% |
| US SA multisector bond | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| Herzfeld Taxable Closed-End Bond | 15.18% | 13.88% | Â | Delaware Multisector Fixed-Income | 9.46% | 8.88% |
| PIMCO Divers. Income CF | 14.79% | 13.98% | Â | Loomis Sayles Multi-Sector Full Discr. | 9.26% | 8.89% |
| Putnam Multi Strategy FI | 14.22% | 13.42% | Â | Federated Strategic Multi-Sector FI | 9.13% | 8.35% |
| Loomis Sayles Multi-Sector Full Discr. | 13.98% | 13.64% | Â | Pioneer Core Plus | 9.08% | 8.65% |
| Fifth Third Asst Mgmt. Strategic Inc. Plus | 13.76% | 13.25% | Â | PIMCO Divers. Income CF | 8.69% | 7.92% |
| SMH Capital Divers. Inc. Inst'l | 13.46% | 12.83% | Â | GW Capital Medium-grade Bond | 8.06% | 7.61% |
| Pioneer Core Plus | 12.91% | 12.47% | Â | Wells Capital Med. Qual. Core FI | 7.92% | 7.51% |
| PineBridge Strat Bond Composite (USD) | 12.91% | 12.46% | Â | Western Asset Mgmt. Glob. Multi Sector | 7.87% | 7.44% |
| Federated Strategic Multi-Sector FI | 12.82% | 12.47% | Â | PineBridge Strat. Bond Composite (USD) | 7.48% | 7.05% |
| Standish Opportunistic Fixed Income | 12.27% | 11.73% | Â | Ryan Labs Core Liability Enhanced | 7.27% | 6.95% |
| US SA natural resources | 1-year gross return | 1-year net return | ||||
| Tocqueville Asset Mgmt. - Gold Equity | 56.75% | 55.23% | ||||
| Eagle Global Advisors MLP Composite | 40.66% | 37.94% | ||||
| Fiduciary Asset Mgmt. MLPs | 38.24% | 36.92% | ||||
| RS Global Natural Resources | 27.27% | 25.31% | ||||
| Newgate Global Natural Resources | 26.22% | 24.02% | ||||
| PIMCO Commodity Real Return | 25.06% | 24.14% | ||||
| SSgA Multisource Active Comm. Strat. | 21.33% | 20.55% | ||||
| PIMCO Commodity Plus | 19.70% | 18.68% | ||||
| Credit Suisse Total Comm. Ret. DJAIG | 17.73% | 16.93% | ||||
| SSgA Dow Jones-UBS Comm. TR Index | 16.62% | 16.39% | ||||
| US SA Pacific/Asia ex-Jap. stock | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| ZPR All Asian | 74.27% | 71.54% | Â | Oberweis China Opportunities | 25.42% | 23.73% |
| Franklin India Equity | 29.73% | 27.47% | Â | Franklin India Equity | 22.34% | 20.32% |
| Vontobel Asset Mgmt. Far East Equity | 28.01% | 25.27% | Â | Absolute Greater China Equity Composite | 21.30% | 20.45% |
| Aberdeen Asia Pacific ex Japan Equity | 27.90% | 26.37% | Â | Absolute Developed Asia Eq. Comp. | 18.03% | 17.40% |
| Newton Pac. Bas. ex Japan Eq. | 26.80% | 25.93% | Â | T. Rowe Price Asia ex-Japan Eq. Comp. | 17.72% | 16.73% |
| Pyrford Pacific Basin ex Japan Equity | 24.74% | 24.16% | Â | Newton Pacific Basin ex Jap. Eq. | 15.99% | 15.09% |
| MFS Asia ex Japan Equity | 24.19% | 23.15% | Â | Aberdeen Asia Pacific ex Japan Equity | 15.68% | 14.26% |
| MFS Asia Pacific ex Japan | 22.44% | 21.42% | Â | GAM Asia Equity Hedge Strategy | 15.68% | 15.68% |
| T. Rowe Price Asia ex-Japan Eq. Comp. | 21.30% | 20.28% | Â | Pyrford Pacific Basin ex Japan Equity | 14.12% | 13.64% |
| Absolute Developed Asia Eq. Comp. | 20.73% | 20.10% | Â | RCM Asia-Pac. ex Japan Eq. (Core Reg.) | 13.91% | 12.93% |
| US SA real estate | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| Cohen & Steers Realty Focus | 42.45% | 41.16% | Â | Cohen & Steers Realty Focus | 11.96% | 10.92% |
| Morgan Stanley U.S. Real Estate | 33.01% | 32.35% | Â | Brookfield US Value Income REIT | 8.91% | 8.33% |
| Security Capital Focus Select | 32.47% | 31.32% | Â | AEW U.S. Long/Short REIT Strategy | 8.00% | 6.53% |
| Neuberger Berman REIT | 32.19% | 31.18% | Â | Forward Uniplan REIT Portfolio | 7.41% | 5.09% |
| Security Capital Growth & Income | 32.08% | 31.43% | Â | Neuberger Berman REIT | 7.07% | 6.29% |
| FAF Real Estate Securities | 31.90% | 30.97% | Â | AEW U.S. Focus REIT Strategy | 6.75% | 6.09% |
| Adelante Total Return Strategy | 30.89% | 30.48% | Â | FAF Real Estate Securities | 6.65% | 5.93% |
| T. Rowe Price U.S. Real Estate Composite | 30.85% | 30.19% | Â | Urdang REIT Separate Account | 6.42% | 5.85% |
| Urdang REIT Separate Account | 30.80% | 30.10% | Â | Smith Asset Mgmt. LP REIT/Income | 5.99% | 4.86% |
| American Century Real Estate | 30.38% | 28.91% | Â | Cornerstone U.S. REIT Total Return | 5.50% | 4.54% |
| US SA short government | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| J.P. Morgan MBS Bond (Columbus) | 9.63% | 9.38% | Â | J.P. Morgan MBS Bond (Columbus) | 7.74% | 7.48% |
| BlackRock Mortgage | 7.75% | 7.46% | Â | PIMCO Mortgage Constrained | 6.81% | 6.62% |
| PIMCO Mortgage Constrained | 7.38% | 7.18% | Â | Sit Inv. Short Duration Strat. | 6.79% | 6.35% |
| Victory Inst'l Mortgage Backed Secs. | 6.84% | 6.46% | Â | BlackRock Mortgage | 6.41% | 6.12% |
| Sit Inv. Short Duration Strat. | 6.82% | 6.28% | Â | M.D. Sass Svcs. 3-Year FI | 6.10% | 5.69% |
| TCW MBS Short-Intermediate | 5.55% | 5.22% | Â | Eagle Government Securities Inst'l | 6.01% | 5.63% |
| Eagle Government Securities Inst'l | 5.40% | 5.07% | Â | WHV Short-to-Intermediate | 5.63% | 5.23% |
| TCW Specialized Cash Management | 5.21% | 4.92% | Â | TCW MBS Short-Intermediate | 5.62% | 5.30% |
| M.D. Sass Svcs. 3-Year FI | 5.14% | 4.72% | Â | Lazard U.S. Dynamic STAM | 5.45% | 5.34% |
| Redstone Short-Intermediate Comp. | 4.43% | 4.17% | Â | Madison Interm. Fixed Gov't Only Wrap | 5.39% | 4.14% |
| US SA short-term bond | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| Brookfield Opportunistic MBS | 21.00% | 20.12% | Â | Goodwin Low Dur. Core Plus Fixed Inc. | 7.18% | 6.58% |
| Atlantic Enhanced Stock Indexing | 19.79% | 19.23% | Â | PIMCO Mortgage Unconstrained | 7.06% | 6.62% |
| Metropolitan West AM Strategic Inc. | 19.74% | 18.36% | Â | MacKay Shields - Enhanced Core | 7.02% | 6.64% |
| Advisors Total Return Taxable | 19.35% | 19.04% | Â | Parnassus Fixed-Income Fund | 6.85% | 6.00% |
| Goodwin Low Dur. Core Plus Fixed Inc. | 11.43% | 10.82% | Â | Merganser Capital Mgmt. LP Interm. Bond | 6.65% | 6.35% |
| Frost Intermediate Taxable Composite | 9.63% | 9.22% | Â | Invesco Intermediate Limited Authority | 6.58% | 6.22% |
| GMO Domestic Bond Strategy | 9.29% | 9.16% | Â | Logan Circle STAMP 1-5 Years | 6.57% | 6.39% |
| PIMCO Mortgage Unconstrained | 8.92% | 8.22% | Â | Ryan Labs Intermediate Mkt. Enhanced | 6.48% | 6.17% |
| Brookfield Intermediate Core Composite | 8.74% | 8.48% | Â | Transamerica Short Duration | 6.46% | 6.23% |
| Western Asset Mgmt. US Limited | 8.68% | 8.42% | Â | Waddell & Reed Core Fixed Income | 6.41% | 6.09% |
| US SA small blend | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| PENN Capital Small Cap Equity | 43.45% | 42.43% | Â | 12th Street Asset Opportunity | 24.86% | 23.70% |
| Old West Small/Mid Cap | 40.94% | 39.52% | Â | NewSouth NSCM Sm. Cap Val. Eq. | 15.16% | 14.39% |
| 12th Street Asset Opportunity | 40.57% | 39.33% | Â | The London Co. Small Cap | 12.78% | 12.14% |
| UBS Global U.S. Small Cap Value Equity | 40.22% | 38.91% | Â | Morgan Dempsey Small/Micro-Cap Value | 12.55% | 11.48% |
| NewSouth NSCM Sm. Cap Val. Eq. | 40.10% | 39.09% | Â | Parnassus Small-Cap Fund | 12.26% | 10.84% |
| PIMCO StocksPLUS Small Cap Tot. Ret. | 39.33% | 37.94% | Â | The Boston SMID Cap Opp. Value | 11.26% | 10.20% |
| Parnassus Small-Cap Fund | 38.96% | 37.35% | Â | Silvercrest Small Cap Value | 10.91% | 9.80% |
| O'Shaughnessy Microcap | 37.99% | 37.18% | Â | Vaughan Nelson Small Cap Value | 10.51% | 9.47% |
| PanAgora U.S. Small Cap Core Stock | 37.07% | 35.92% | Â | Lord Abbett & Co. Sm.-Cap Value | 9.83% | 8.74% |
| HighMark Small Cap Core Equity | 36.91% | 35.52% | Â | Neuberger Berman Small Cap Intrinsic Value (DJG) | 9.81% | 8.73% |
| US SA small growth | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| Transamerica Micro Cap | 55.43% | 53.19% | Â | Columbus Circle Sm.-Cap Eq. Growth | 16.42% | 6.35% |
| Bares Capital Mgmt. Micro-Cap Eq. | 53.03% | 51.15% | Â | Bares Capital Mgmt. Micro-Cap Eq. | 15.78% | 14.38% |
| Magee Thomson Micro Cap Growth | 50.52% | 48.39% | Â | Lord Abbett & Co. Micro Cap Growth | 13.31% | 11.73% |
| Transamerica Small Growth | 48.86% | 47.43% | Â | Brown Capital Small Co. Investment Svc. | 13.26% | 12.23% |
| RHJ Micro Cap Ultra Growth Equity | 47.94% | 46.58% | Â | OMT Capital Mgmt. Select Growth Strat. | 13.15% | 12.07% |
| Granahan Inv. Mgmt. Sm. Cap Discoveries | 46.74% | 46.20% | Â | Transamerica Micro Cap | 12.33% | 10.67% |
| Oberweis Concentrated Sm.-Cap Gro. | 45.96% | 45.54% | Â | Eaton Vance Small Cap Core Eq. | 12.03% | 10.92% |
| Nicholas Inv. - US Small Cap | 43.23% | 41.88% | Â | NorthPointe Focused Small Cap Growth | 11.96% | 10.98% |
| NorthPointe Micro Cap Equity | 43.11% | 41.81% | Â | TCW Small Cap Growth | 11.61% | 10.67% |
| Fuller & Thaler Micro-Cap Core | 42.81% | 41.37% | Â | Lord Abbett & Co. Sm.-Cap Growth | 11.33% | 10.22% |
| US SA small value | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| Texas First Small Cap Opportunity | 51.23% | 49.05% | Â | Texas First Small Cap Opportunity | 15.43% | 13.99% |
| Delafield Micro Cap Value | 48.98% | 47.86% | Â | James Investment Research Micro-Cap | 12.21% | 10.98% |
| Hotchkis & Wiley Sm.-Cap Val. | 44.27% | 43.39% | Â | The Boston Small Cap Opp. Val. Eq. Mgmt. | 12.01% | 10.91% |
| WHV Micro Cap Equity | 40.85% | 39.48% | Â | Tieton Small Cap Value | 11.79% | 10.81% |
| Tieton Small Cap Value | 39.78% | 38.56% | Â | Gabelli Asset Mgmt. Sm.-Cap Value | 11.68% | 11.14% |
| Delafield Concentrated Value | 39.67% | 38.60% | Â | Piermont Small Cap Value Composite | 11.00% | 9.99% |
| Ironwood Capital Conc. Sm. Cap Val. | 38.68% | 37.33% | Â | Iridian Small Cap Value Equity | 10.97% | 10.02% |
| Cambiar Small Cap Value Equity | 37.95% | 36.74% | Â | Lockwell Small Cap Value | 10.08% | 8.69% |
| Brandes U.S. Small Cap Value Equity | 37.28% | 35.96% |  | O’Shaughnessy Small Cap Value | 9.76% | 7.31% |
| NWQ Small Cap Value Equity | 35.66% | 34.58% | Â | Delafield Value | 9.57% | 8.53% |
| US SA ultrashort bond | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| Western Asset Mgmt. US Index Plus | 26.41% | 26.04% | Â | FFTW Mortgage Alpha | 8.16% | 7.74% |
| Metropolitan West AM AlphaTrak | 23.98% | 23.83% | Â | Goldman Sachs US Mortgages | 6.07% | 5.78% |
| FFTW Mortgage Alpha | 16.02% | 15.45% | Â | Wells Capital Short Dur. Taxable 1-3 Year | 4.80% | 4.60% |
| Pyramis Leveraged Loans | 11.94% | 11.38% | Â | StableRiver Ultra Short | 4.33% | 4.07% |
| Metropolitan West AM Ultra Short FI | 6.81% | 6.68% | Â | Logan Circle STAMP Cash Plus | 4.24% | 4.15% |
| Goldman Sachs US Mortgages | 6.12% | 5.80% | Â | PIMCO Short Term | 4.17% | 3.77% |
| Federated Active Cash Broad FI Comp. | 5.19% | 4.83% | Â | Advantus Short Duration Fixed Income | 4.14% | 3.96% |
| FFTW LIBOR Plus Fixed Income | 3.76% | 3.55% | Â | MIAM Enhanced Cash | 4.04% | 3.77% |
| Lotsoff Interm. Cap-Enh. Cash | 3.64% | 3.28% | Â | PCA Ultra Short Duration | 3.96% | 3.74% |
| Advantus Short Duration Fixed Income | 3.32% | 3.15% | Â | Federated Active Cash Broad FI Composite | 3.94% | 3.62% |
| US SA world allocation | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| PanAgora Risk Parity Total Return | 21.02% | 19.94% | Â | TCW Worldwide Opportunities | 11.33% | 9.01% |
| HydePark Intelligent Risk–Aggressive | 19.31% | 18.97% |  | Wellington Opportunistic Investment | 9.56% | 9.89% |
| IVA Diversified Global | 19.02% | 17.93% | Â | Wellington Diversified Inflation Hedges | 8.31% | 7.34% |
| Wellington Real Asset | 18.51% | 17.46% | Â | Windhaven Diversified Aggressive | 8.27% | 6.87% |
| Wellington Diversified Inflation Hedges | 18.34% | 17.29% | Â | Zevin Global Appreciation with Income | 7.77% | 7.14% |
| Wellington Opportunistic Investment | 17.70% | 16.43% | Â | TAG Moderate ETF Portfolio | 7.76% | 6.53% |
| HydePark Intelligent Risk–Moderate | 17.45% | 16.88% |  | Lazard Cap Alloc. Series (Glob. Non-Trad.) | 7.56% | 6.74% |
| QA Global Balanced 80/20 | 17.19% | 15.49% | Â | Wellington Real Asset | 7.33% | 6.38% |
| UBS Global Frontier Portfolio | 16.31% | 15.17% | Â | Harding Loevner Multi-Asset Glob. | 6.68% | 5.75% |
| Lazard Cap Alloc. Series (Glob. Non-Trad.) | 15.71% | 14.55% | Â | Windhaven Diversified Growth | 6.61% | 5.71% |
| US SA world bond | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| Franklin Templeton Global Multi-Sector | 17.15% | 15.72% | Â | Strategic Non-Dollar Bond Fund | 15.95% | 15.95% |
| Standish EMD – Local Currency | 16.10% | 15.69% |  | Franklin Templeton Global Multi-Sector | 15.63% | 14.14% |
| GMO International Bond Strategy | 15.45% | 15.18% | Â | Franklin Templeton Global Bond Plus | 13.72% | 12.48% |
| Stone Harbor Global High Yield | 14.74% | 14.29% | Â | CapGuardian/Int'l Global High Yield FI | 11.03% | 10.26% |
| Franklin Templeton Euro High Yield | 14.63% | 12.86% | Â | Strategic Global Ex Japan Bond Fund | 10.45% | 10.45% |
| CapGuardian/Int'l Global High Yield FI | 14.43% | 13.62% | Â | Stone Harbor Global High Yield | 9.19% | 8.73% |
| Franklin Templeton Global Bond Plus | 13.68% | 12.53% | Â | Wells FIA International Fixed Income | 8.78% | 8.16% |
| Brandywine Global Fixed Income | 12.92% | 12.31% | Â | Brandywine Global Fixed Income | 8.58% | 8.04% |
| GMO Currency Hedged Int’l Bond Strategy | 12.14% | 11.68% |  | AllianceBernstein Global Fixed Income | 8.50% | 8.28% |
| Strategic Non-Dollar Bond Fund | 10.91% | 10.91% | Â | Putnam Core Global Fixed Income | 8.41% | 7.95% |
| US SA world stock | 1-year gross return | 1-year net return | 5-year gross return | 5-year net return | ||
| ZPR Global Equity | 49.02% | 46.50% | Â | ZPR Global Equity | 17.91% | 15.65% |
| Tradewinds Small/Mid Cap Value Equity | 31.71% | 30.62% | Â | BCM AlphaSector Global Premium IDX | 16.81% | 15.01% |
| Loomis Sayles Glob. Equity Opportunities | 28.41% | 27.71% | Â | Tradewinds Global All Cap | 16.14% | 15.17% |
| Epoch Global Small Cap | 28.40% | 27.20% | Â | Tradewinds Small/Mid Cap Value Equity | 14.72% | 13.76% |
| Steinberg Asset Mgmt. Sm.-Cap Val. | 27.89% | 26.60% | Â | John Hsu Capital Glob. Top-Down Eq. | 12.72% | 12.16% |
| Acadian Global Small Cap Equity | 27.25% | 26.32% | Â | WHV Global Equity | 12.02% | 10.93% |
| Tradewinds All Cap | 27.02% | 25.96% | Â | UBS Global Canada Equity | 11.10% | 10.82% |
| Calamos Global Growth Composite | 26.62% | 25.50% | Â | Crescat Large Cap Composite | 10.73% | 8.94% |
| Crescat Large Cap Composite | 25.98% | 24.38% | Â | DLS Global Equity | 10.08% | 9.00% |
| Tradewinds Global ADR | 25.76% | 24.94% | Â | First Eagle Global Value Equity | 9.82% | 9.01% |
| Source: Morningstar Inc. | ||||||
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