Top performing managers by category: commingled accounts

Top performing managers by category: commingled accounts
Data are for periods ended June 30, 2011.
US SA Conservative Allocation1 year gross return1 year net return 5 year gross return5 year net return
TL Focus Conservative Fund R319.63%18.60%  Manning & Napier Pro-Mix Consrv Term CIT6.31%6.31%
Riversource Trust MT Hrz (50-50) Fund17.85%17.01%  Associated Bank Balanced Lifestage Fund6.07%6.07%
TL Focus Capital Preservation Fund R316.61%15.66%  Hand Advice Portf Moderate Consvt Fd R34.63%3.52%
Associated Bank Balanced Lifestage Fund16.16%16.16%  Morley Stable Value Fund 50bps3.54%3.40%
Tanglewood Moderate Fund R213.65%13.65 %
PensionTrend Conservative Income Fund 6513.38%12.64 %
Manning & Napier Pro-Mix Consrv Term CIT10.97%10.97 %
Tanglewood Conservative Fund R29.49%9.49 %
Hand Advice Portf Moderate Consvt Fd R38.99%7.46 %
Avatar Income ETF Fund 758.76%7.95 %
US SA Diversified Emerging Mkts1 year gross return1 year net return 5 year gross return5 year net return
LSV Asset Mgt Emg Mkts Val Eq Fund LP37.71%36.43%  LSV Asset Mgt Emg Mkts Val Eq Fund LP17.95%16.83%
Eaton Vance Structured Emerging Mkts CIT34.94%33.61%  City of London Global Emg Mkts Fund13.91%12.48%
QMA Emerging Markets Equity Fund34.16%33.20%  QMA Emerging Markets Equity Fund13.84%12.91%
WTRISC Emerging Markets Eq Idx ETF Fd 9631.21%29.97%  The Boston Emerging Markets Equity CF12.61%11.39%
Templeton Intl Emg Mkt CF29.66%30.08%  Invesco Emerging Markets Equity Trust11.85%10.63%
Pictet Global Emerging Markets CF29.65%28.19%  Templeton Intl Emg Mkt CF11.32%10.24%
SSgA Active Emerging Markets SL Fund29.48%28.41%  Blackrock MSCI Emg Mrkt Free Idx11.12%10.91%
Pyramis Emerging Market Equity CIT29.38%28.37%  T. Rowe Price Emerging Mkts Equity Trust11.06%9.94%
Genesis Asset Mgrs Glbl Emg Mkts CF29.18%28.28%  SSgA Emerging Markets Index Fund Class A10.88%10.83%
T. Rowe Price Emerging Mkts Equity Trust28.91%27.50%  Pictet Global Emerging Markets CF10.07%8.99%
US SA Foreign Large Blend1 year gross return1 year net return 5 year gross return5 year net return
Christian Bros CUIT Int'l Equity Class B35.53%34.04%  Comerica Foreign Equity CIT5.28%5.28%
Christian Bros CUIT Int'l Equity Class A35.53%33.51%  JPMorgan EAFE Plus CIT2.96%2.26%
Batterymarch International CIF34.80%33.88%  Mondrian Inv Intl Equity CF2.94%2.57%
WTRISC International Eq Index ETF Fd 9634.77%33.50%  WTFSC International Core Portfolio2.75%1.80%
Pyramis Select International CIT34.06%33.15%  Pyramis International Growth CIT2.73%2.01%
Pyramis International Growth CIT34.02%33.11%  Pyramis Select International CIT2.42%1.70%
Wells Fargo International Eq CF33.96%33.96%  Christian Bros CUIT Int'l Equity Class B2.34%1.35%
Blackrock Intl Alpha Tilt CF33.95%33.23%  Christian Bros CUIT Int'l Equity Class A2.34%0.95%
Wells Fargo Intl Equity Index CF32.35%32.35%  Blackrock EAFE Eq Idx Fund CF1.89%1.76%
JPMorgan EAFE Plus CIT32.11%31.21%  Wells Fargo Intl Equity Index CF1.77%1.77%
US SA Foreign Large Growth1 year gross return1 year net return 5 year gross return5 year net return
MFS International Growth Equity CIT33.93%33.82%  Barings Focused International Equity6.40%5.69%
Invesco International Growth Eq Trust31.95%30.95%  Boston Common Intl Social Fund2.64%1.44%
Riversource Trust Intl Equity Index II30.93%30.38%  WTFSC International Growth Portfolio2.51%1.56%
Boston Common Intl Catholic SRI30.32%29.24 %
Boston Common Intl Social Fund30.08%28.79 %
Barings Focused International Equity29.57%28.69 %
William Blair International Growth CIT27.72%26.76 %
WTFSC International Growth Portfolio27.65%27.65 %
US SA Foreign Large Value1 year gross return1 year net return 5 year gross return5 year net return
The Boston International Core CF41.47%40.37%  Silchester International Value Equity8.20%7.24%
GlobeFlex International All Cap CF40.96%39.90%  Templeton Intl Foreign CF5.78%5.19%
Wellington CIF II International Research37.13%36.58%  Amalgamated Bank LongView Intl Eq Fund4.31%3.36%
Wells Fargo Disciplined Intl Core Eq CF36.45%36.24%  The Boston TBC ACWI ex-US CF3.14%2.18%
QMA Intl Quantitative Core Eq Fund35.13%34.41%  Pictet International Equity Fund LLC2.82%2.48%
Beutel Goodman International Equity Fund34.01%33.03%  Invesco International Equity Trust2.51%1.69%
Pictet International Equity Fund LLC33.34%32.50%  The Boston Non-US Value CF2.08%1.27%
WTFSC International Value Portfolio29.91%29.91%  WTFSC International Value Portfolio2.06%1.12%
LSV Asset Mgt Intl Lg Cap Val Eq Trust29.89%29.04%  Brandes International Equity CF1.78%1.05%
Templeton Intl Foreign CF29.47%28.68%  KBI Dividend Plus EAFE Equity Strategy1.60%0.95%
US SA High Yield Bond1 year gross return1 year net return 5 year gross return5 year net return
Loomis Sayles High Yld Conservative Cl B18.72%17.98%  Neuberger Berman High Yield Fund LLC10.31%9.81%
JPMCB High Yield Fund - CF16.35%15.78%  Fort Washington High Yield Fixed Inc CF9.90%9.64%
Pyramis High Yield Core Institutional CF16.03%15.52%  Pyramis High Yield Core Institutional CF8.84%8.30%
Fort Washington High Yield Fixed Inc CF15.25%14.78%  Shenkman Capital Mgt Primus HighYield CF8.57%7.63%
Pyramis Leveraqed Loans CIT13.67%
Shenkman Capital Mgt Primus HighYield CF13.29%12.30 %
Neuberger Berman High Yield Fund LLC13.20%12.58 %
US SA Intermediate Government1 year gross return1 year net return 5 year gross return5 year net return
AFL-CIO Housing Inv Trust AFL-CIO CF4.70%4.24%  AFL-CIO Housing Inv. Trust AFL-CIO CF 6.97%6.52%
Pyramis Mortgage-Backed Securities CIT4.69%4.43%  Wells Fargo Int Gov/Cr Bond Index CF6.16%6.16%
Pyramis Mortgage-Backed Securities4.39%4.10%  Pyramis Mortgage-Backed Securities6.12%5.83%
Wells Fargo Int Gov/Cr Bond Index CF3.87%3.87%  SSgA Interm U.S. Govt/Cr Bond Idx Strat6.08%6.03%
SSgA Interm U.S. Govt/Cr Bond Idx Strat3.72%3.67%  Pyramis Mortgage-Backed Securities CIT6.06%5.80%
Columbia Trust Government Income Fund3.14%2.63%
US SA Intermediate-Term Bond1 year gross return1 year net return 5 year gross return5 year net return
CS McKee Aggregate Fixed Income CIT9.87%9.12%  JPMorgan Core Bond Fund - CF8.04%7.53%
Goldman Sachs US Core Plus FI CIT7.62%7.51%  First State Core Fixed Income7.98%7.31%
Pyramis Core Plus CIT7.27%6.98%  Christian Bros Intrm Divers Bond Class A7.88%7.30%
Schwab Instl Core Plus FI Tr Fd III6.87%6.52%  Invesco Intermediate Bond Trust7.75%7.75%
Invesco Intermediate Bond Trust6.59%6.59%  First Midwest Trust Co. EB Fix-Inc CF7.58%7.58%
ING Core Plus Fixed Income CIT6.41%5.99%  Associated Bank Intermediate Bond Fund7.58%7.58%
Invesco Core Plus Fixed Income Trust6.28%6.12%  Goldman Sachs US Core Plus FI CIT7.24%7.19%
First Midwest Trust Co. EB Fix-Inc CF6.02%6.02%  Pyramis Core Plus CIT7.15%6.86%
Invesco Diversified Return Core FI Trust6.01%5.64%  Amalgamated Bank Longview Core Bond Idx7.08%6.95%
JPMorgan Core Bond Fund - CF5.66%5.24%  Schwab Instl Core Plus FI Tr Fd III7.00%6.57%
US SA Large Blend1 year gross return1 year net return 5 year gross return5 year net return
DAI AA Growth Portfolio 20039.88%37.15%  SSgA NASDAQ 100 Index Fund - Class A8.61%8.59%
Pyramis U.S. Total Market Equity CF38.15%37.47%  SSgA NASDAQ 100 Index Fund - Class C8.58%8.54%
Blackrock Alpha Advantage 300034.91%34.41%  Wells Fargo Large Cap Intrinsic Value CF5.84%5.84%
SSgA NASDAQ 100 Index Fund - Class A34.74%34.72%  Hand Large CAP 500 Index Fund R35.66%5.50%
Wellington CIF II Large Cap Research Eq34.69%33.88%  Hand Large CAP Blend Index Fund R35.30%4.78%
SSgA NASDAQ 100 Index Fund - Class C34.65%34.60%  Pyramis Large Cap Core CIT4.38%3.66%
Pyramis Diversified Large Cap Core CIT34.58%33.67%  Hand Advice Portfolios High Gr Fd R34.08%2.94%
First State LgCp Core Eq Fd33.73%33.51%  Cloud Neff Large Cap Blend CF 03.87%3.87%
Blackrock Russ 1000 Alpha Tilts CF33.60%33.02%  The Vanguard Total Stock Market Index3.76%3.72%
Pyramis Large Cap Core 130/30 CIT33.12%33.12%  QMA Wilshire 5000 Indexing CF3.61%3.50%
US SA Large Growth1 year gross return1 year net return 5 year gross return5 year net return
Schwab Instl Lrg Cap Growth Tr Fd-Instl44.14%43.20%  WTFSC Aggressive Growth Portfolio8.10%7.10%
Wellington CIF II Growth43.99%43.21%  Wells Fargo Strategic Lg Cap Growth CF7.78%7.60%
WTFSC Aggressive Growth Portfolio38.32%38.32%  ING Large Cap Growth R1000G CIT7.55%6.88%
Wells Fargo Capital Growth CF38.15%38.15%  Benefit Meritage Growth Equity Fund7.03%6.03%
Wells Fargo Strategic Lg Cap Growth CF37.75%37.67%  Janus Concentrated Growth CF5.59%4.73%
ING Large Cap Growth R1000G CIT36.90%36.17%  Wellington CIF II Growth5.57%4.98%
First State LgCp Grth Equity Fd36.80%35.81%  SSgA S&P Large Cap Growth Idx Fd Class I5.56%5.56%
WTFSC Strategic Growth Portfolio36.42%36.42%  Wells Fargo Large Cap Growth Indx CF5.49%5.47%
Wells Fargo Large Cap Growth Indx CF35.22%35.08%  SSgA Russell 1000 Growth Index SL Fund5.31%5.22%
Benefit Meritage Growth Equity Fund35.21%33.96%  First State Eq Idx Grth-Instit5.28%5.10%
US SA Large Value1 year gross return1 year net return 5 year gross return5 year net return
Graham & Dodd Fund LP33.86%33.86%  Graham & Dodd Fund LP7.34%7.26%
Wellington CIF II Research Value33.77%33.10%  Orleans Performance Strategic Dividend5.86%5.86%
Orleans Performance Strategic Dividend33.63%33.63%  The Boston US Dynamic Large Cap Value CF4.11%3.33%
Christian Bros CUIT Value Equity Class A33.32%31.97%  Associated Bank Equity Income Fund3.88%3.88%
Christian Bros Inv Svcs Val Eq Fund Cl B33.32%32.43%  Brandywine Diversified Lg Cap Val BIT3.82%3.07%
First State LgCp Val Equity Fd32.96%31.99%  Benefit Meritage Value Equity Fund3.38%2.40%
CS McKee Value Equity CIT32.87%32.02%  Westwood Mgt Corp. Lg-Cap Eq (EB) CF3.37%2.98%
SSgA Index Plus SL Fund32.66%32.27%  First Citizens Large Cap Equity Fund2.99%2.99%
Associated Bank Equity Income Fund32.66%32.66%  Robeco WPG Large Cap Disc Eq Trust2.88%2.47%
The Boston US Dynamic Large Cap Value EB32.65%31.81%  QMA Quantitative Core Equity CF2.70%2.35%
US SA Long Government1 year gross return1 year net return 5 year gross return5 year net return
Wells Fargo Liability Drvn Solution I CF6.89%6.89%  Blackrock Long Govt Bond Idx Fund CF7.36%7.31%
Wells Fargo US Agg Bond Index CF4.01%4.01%  Blackrock 20+ Treas Bond Idx CF6.93%6.87%
Wells Fargo Bond Index CF3.81%3.76 %
Wells Fargo Liability Drv Solution II CF3.12%3.12 %
Blackrock Long Govt Bond Idx Fund CF-0.67%-0.72 %
Blackrock 20+ Treas Bond Idx CF-3.10%-3.15 %
US SA Long-Term Bond1 year gross return1 year net return 5 year gross return5 year net return
Loomis Sayles Core Pl Full Disc Cl D CIT11.86%11.36%  WTFSC Long Duration Portfolio10.71%10.01%
Brandes Core Plus Fixed Income Fund 110.02%9.70%  Pyramis Long Duration CIT8.21%8.15%
WTFSC Strategic Bond Portfolio7.70%7.70%  Blackrock Long Corp Bond Idx CF7.80%7.71%
Blackrock Long Corp Bond Idx CF6.48%6.39%  Wells Fargo Total Return Bond CF7.57%7.57%
Wells Fargo Total Return Bond CF5.04%5.04%  WTFSC Fixed Income Index Portfolio6.54%6.37%
Pyramis Lonq Corporate CIT4.60%4.34%  WTFSC Strategic Bond Portfolio6.41%5.74%
WTFSC Long Duration Portfolio3.98%3.98%  Burgundy US Small/Mid Cap Fund9.29%8.42%
Pyramis Long Duration CIT3.62%3.36%  Amalgamated Bank Longview Qnt Mid Cap CF7.74%7.15%
WTFSC Fixed Income Index Portfolio3.60%3.60%  QMA Mid-cap Quantitative Core Equity CF7.54%6.94%
  Hand MIDCAP Blend Index Fund R36.996.59%
US SA Mid-Cap Blend1 year gross return1 year net return 5 year gross return5 year net return
Pyramis Small/Mid Cap Core CIT50.62%49.65 %
Amalgamated Bank Longview Qnt Mid Cap CF45.22%44.73 %
QMA Mid-cap Quantitative Core Equity CF43.65%42.89 %
The Boston Mid-Cap Opp Value Equity CF43.25%42.14 %
RAM Small/Mid-Cap Fund LLC43.22%41.80 %
Westwood Mgt Corp. SMid (EB) CF41.86%41.35 %
Blackrock Extended Alpha Tilts CF41.84%41.22 %
Comerica MidCap 40040.51%40.51 %
WTRISC Mid Cap Index ETF Fund 9640.18%38.85 %
Cloud Neff Mid Cap Blend CF 039.54%39.54 %
US SA Mid-Cap Growth1 year gross return1 year net return 5 year gross return5 year net return
Hand Equity Growth Fund53.00%51.32%  WTFSC Mid-Cap Growth Portfolio9.19%8.19%
Pyramis Small/Mid Cap Growth CIT50.79%49.83%  Frontier Smid Research Fund L.P.7.77%6.76%
Wellington CIF II Mid Cap Growth44.79%43.77%  Cloud Neff Mid-Cap Growth CF 07.64%7.64%
WTFSC Mid-Cap Growth Portfolio44.40%44.40%  Wells Fargo Small-Mid Growth CF7.38%7.38%
Frontier Smid Research Fund L.P.40.46%39.14%  Pyramis Small/Mid Cap Growth CIT7.04%6.35%
Cloud Neff Mid-Cap Growth CF 040.21%40.21%  Hand Equity Growth Fund4.49%3.58%
Wells Fargo Small-Mid Growth CF35.55%35.55 %
Riversource Trust Mid Cap Growth Fund II35.24%33.93 %
Wellington CIF II Mid Cap Opportunity S333.27%32.44 %
TL Focus Agressive Growth Fund R332.32%31.16 %
US SA Mid-Cap Value1 year gross return1 year net return 5 year gross return5 year net return
First Citizens Mid Cap Fund36.89%36.89%  Speece Thorson Value Fund10.39%9.63%
WTFSC Mid Cap Fundamental Value Port35.44%35.44%  Cloud Neff Mid-Cap Value CF 05.98%5.98%
Wells Fargo Small-Mid Value CF34.29%33.28%  First Citizens Mid Cap Fund3.82%3.82%
Cloud Neff Mid-Cap Value CF 033.41%33.41 %
Speece Thorson Value Fund30.22%29.63 %
American Century U.S. Mid Cap Value CIT27.40%26.62 %
US SA Moderate Allocation1 year gross return1 year net return 5 year gross return5 year net return
MIZAN All Equity Moderate Alloc Fd R145.16%43.56%  Hand Balanced Fund8.62%7.71%
DAI AA Moderate Growth Portfolio 20035.63%32.98%  WTFSC Strategic Balanced Portfolio7.89%6.91%
Riversource Trust Emerging Grth Fund I35.59%34.27%  Manning & Napier Pro-Mix Extend Term CIT5.96%5.96%
First Trust-Infl Hgd Opportunity Fd R332.41%32.41%  Manning & Napier Pro-Mix Modrte Term CIT5.61%5.61%
Hand Balanced Fund26.12%24.99%  WTFSC Balanced Portfolio5.17%4.21%
PensionTrend Moderate Growth Fund 4525.36%24.80%  Christian Bros CUIT Balanced Fund4.92%4.02%
WTFSC US Allocation Portfolio24.75%24.75%  The LASSO Fund 704.88%4.22%
TL Focus Balanced Fund R324.53%23.40%  Hand Advice Portfolios Moderate Fund R34.61%3.41%
Riversource Trust LT Hrz (65:35) Fund23.24%22.21%  Hand Advice Portfolios Moderate Gr Fd R34.29%3.16%
Manning & Napier Pro-Mix Extend Term CIT21.93%21.93%  WTFSC US Allocation Portfolio2.61%1.67%
US SA Multisector Bond1 year gross return1 year net return 5 year gross return5 year net return
Loomis Sayles Multisector Full Discr CIT15.68%15.02%  Wellington Core Bond Plus CIT7.60%7.28%
Navigator Fixed Income Fund 57.54%6.63%  Pyramis Investment Grade Credit CIT7.38%7.12%
Wellington Core Bond Plus CIT6.36%6.07%  Blackrock CoreActive Bond Fund7.15%7.00%
Pyramis Broad Market Duration CIT6.05%5.79%  Pyramis Broad Market Duration CIT6.88%6.62%
Blackrock CoreActive Bond Fund3.95%3.82%  SSgA U.S. Govt/Credit Bond Index SL Fund6.31%6.26%
SSgA U.S. Govt/Credit Bond Index SL Fund3.61%3.54 %
Pyramis Investment Grade Credit CIT3.59%3.34 %
US SA Real Estate1 year gross return1 year net return 5 year gross return5 year net return
Real Estate Mgt Svcs Real Est Value Opp41.85%39.68%  Real Estate Mgt Svcs Real Est Value Opp8.79%7.00%
SSgA/Tuckerman Active REIT NL Fund36.30%35.50%  Invesco Eq Real Estate Securities Trust3.41%2.63%
Blackrock US Real Estate Sec Idx35.25%35.09%  WTFSC Total Return REIT Portfolio3.30%2.35%
Adelante Total Return Fund LLC34.69%33.29%  Pyramis U.S. Real Estate Invest Tr CIT3.28%2.59%
SSgA/Tuckerman REIT Index Fund - Class A34.67%34.64%  Security Capital Preferred Growth2.91%1.81%
WTFSC Total Return REIT Portfolio33.68%33.68%  Union Labor Life MSA J2.22%1.47%
Pyramis U.S. Real Estate Invest Tr CIT33.67%32.88%  Blackrock US Real Estate Sec Idx1.68%1.54%
Invesco Eq Real Estate Securities Trust30.42%29.47%  SSgA/Tuckerman REIT Index Fund - Class A1.58%1.51%
PRREF CIT27.04%25.45%  SSgA/Tuckerman Active REIT NL Fund0.69%0.08%
ASB Real Estate Fund26.02%24.49%  Adelante Total Return Fund LLC0.22%-0.75%
US SA Retirement Income1 year gross return1 year net return 5 year gross return5 year net return
T. Rowe Price Retirement Income Trust16.16%16.16%  Blackrock LifePath Retirement CF6.05%5.52%
MG Trust RetrFcs Cons Income Inst Class15.39%14.82%  Blackrock - LifePath Idx Retirmt CF5.87%5.66%
JPMorgan Commingled Pension Sr Inc C Cl15.35%14.90%  JPMorgan Commingled Pension Sr Inc C Cl5.70%5.27%
Blackrock LifePath Retirement CF15.19%14.62%  Schwab Managed Retirement Tr Fd Inc I5.70%4.75%
Blackrock - LifePath Idx Retirmt CF14.46%14.23%  SSgA Target Retirement Income Fund Cl I5.34%5.17%
SSgA Target Retirement Income Fund Cl I14.20%14.01%  Comerica Destination Fund Retirement5.08%5.08%
Comerica Destination Fund Retirement13.18%13.18 %
Schwab Managed Retirement Tr Fd Inc I12.42%11.44 %
The Vanguard Target Retire Income CIT12.33%12.33 %
The Vanguard Target Retire Incm Trust II12.27%12.27 %
US SA Short-Term Bond1 year gross return1 year net return 5 year gross return5 year net return
WTFSC Short Duration Portfolio3.41%3.20%  WTFSC Short Duration Portfolio5.43%4.72%
Pyramis Short Duration CIT2.91%2.66%  Christian Bros RCT Short Bond Fund4.99%4.64%
Christian Bros RCT Short Bond Fund2.76%2.45%  ING Core Short Duration CIT4.15%3.84%
ING Core Short Duration CIT2.38%2.08%  Pyramis Short Duration CIT3.46%3.21%
Amalgamated Ultra Construction Loan-11.41%-12.30%  Amalgamated Ultra Construction Loan-11.69%-12.21%
US SA Small Blend1 year gross return1 year net return 5 year gross return5 year net return
Thomson Horstmann & Bryant Micro Cap Eq49.31%47.81%  Frontier Small Cap Value L.P.9.14%8.14%
Pyramis Small Cap Core CIT45.14%44.02%  RhumbLine S&P 600 CF6.81%6.81%
SSgA Small Cap Index Plus SL Fund44.79%43.94%  Pyramis Small Cap Core CIT6.42%5.57%
DCM Small Cap Equity Fund 6044.51%43.66%  Comerica SmallCap 6006.38%6.38%
AXA Rosenberg Inst Series US Mid/Small44.38%43.19%  Thomson Horstmann & Bryant Micro Cap Eq6.22%4.83%
RAM Small-Cap Trust42.67%41.29%  ING Small Cap Core CIT6.19%5.35%
Frontier Small Cap Value L.P.41.00%39.68%  Cloud Neff Small Cap Blend CF 06.11%6.11%
WTRISC Small Cap Index ETF Fund 9640.08%38.76%  SSgA U.S. Extended Market Index Class I5.82%5.81%
First Citizens Small Cap Fund38.97%38.97%  Hand Small CAP Blend Index Fund R25.74%5.46%
SSgA U.S. Extended Market Index Class I37.97%37.96%  RAM Small-Cap Trust5.61%4.56%
US SA Small Growth1 year gross return1 year net return 5 year gross return5 year net return
Ranger Small-Cap Fund, L.P.58.26%56.84%  Champlain Small Company Fund, LLC10.28%9.19%
WTFSC Small Company Growth Portfolio57.59%57.59%  WTFSC Small Company Growth Portfolio9.42%8.41%
WTRISC Small Cap Growth Index ETF Fd 9647.37%45.99%  Putnam Quantitative Solutions: SCG8.24%7.31%
Pyramis Small Company CIT47.36%46.23%  Pyramis Small Company CIT8.21%7.35%
Putnam Quantitative Solutions: SCG47.26%46.01%  Hillsdale US Performance Equity Fund7.35%5.84%
Hillsdale US Performance Equity Fund44.76%42.13%  Waddell & Reed Small Cap Growth Eq CF6.58%5.99%
The Vanguard Russell 2000 Growth Index43.84%43.84%  Ranger Small-Cap Fund, L.P.6.54%5.46%
SSgA Russell 2000 Growth Index SL Fund43.25%43.14%  First State SmCp Core Equity Fd6.12%5.86%
SSgA Russell Small Cap Growth Idx Cl A43.03%43.03%  The Vanguard Russell 2000 Growth Index6.09%6.09%
Cloud Neff Small Cap Growth CF 042.97%42.97%  SSgA Russell 2000 Growth Index SL Fund5.86%5.79%
US SA Small Value1 year gross return1 year net return 5 year gross return5 year net return
The Boston Small Cap Opp Val Eq Mgt CF39.89%38.53%  The Boston Small Cap Opp Val Eq Mgt CF13.88%12.78%
Brandywine Diversified Small Cap Val Eq35.78%34.78%  First State SmCp Val Equity Fd9.41%7.55%
First State SmCp Val Equity Fd35.39%34.19%  WTFSC Small Company Value Portfolio7.48%6.49%
QMA All Cap Quantitative Core Equit Fund34.82%34.36%  QMA All Cap Quantitative Core Equit Fund2.95%2.59%
WTFSC Small Company Value Portfolio34.53%34.53%  The Vanguard Russell 2000 Value Index2.43%2.43%
WTRISC Small Cap Value Index ETF Fund 9633.11%31.85%  Cloud Neff Small Cap Value CF 02.04%2.04%
KeyBank EB Small Cap Value Fund31.81%30.46%  Brandywine Diversified Small Cap Val Eq1.21%0.47%
The Vanguard Russell 2000 Value Index31.60%31.60 %
Cloud Neff Small Cap Value CF 029.94%29.94 %
US SA Stable Value1 year gross return1 year net return 5 year gross return5 year net return
Putnam Stable Value (100bps)4.15%3.12%  Putnam Stable Value (100bps)4.37%3.34%
Riversource Trust Stable Capital Fund3.31%2.95%  Riversource Trust Stable Capital Fund4.08%3.90%
ING Stable Value Fund 1903.28%1.34%  Goode Stable Value4.01%4.01%
Invesco Stable Val Trust CF3.01%2.65%  Wells Fargo Stable Return CF G3.97%3.97%
Schwab Stable Value Fund-Retirement2.80%2.25%  Federated Capital Preservation - KP3.97%3.05%
Wells Fargo Stable Return CF G2.76%2.73%  Schwab Stable Value Fund-Retirement3.95%3.43%
Federated Capital Preservation - KP2.76%1.84%  Invesco Stable Val Trust CF3.75%3.43%
Morley Stable Value Fund2.61%2.34%  Morley Stable Value Fund3.59%3.37%
Goode Stable Value2.50%2.50%  Keybank EB MaGIC Fund3.57%3.06%
Keybank EB MaGIC Fund2.46%1.95%  Morley Stable Value Fund 75bps3.54%3.40%
US SA Target Date 2000-20101 year gross return1 year net return 5 year gross return5 year net return
Pyramis Active Lifecycle 205031.23%30.41%  SSgA Target Retirement 2010 Fund Class I5.39%5.25%
Pyramis Active Lifecycle 204530.08%29.27%  Schwab Managed Retirement Tr Fd 2010 I4.70%3.78%
Pyramis Active Lifecycle 204029.40%28.60%  Hand SMART Funds® 2010 R34.59%3.47%
Pyramis Index Lifecycle 205029.01%28.77 %
Pyramis Active Lifecycle 203528.97%28.16 %
Pyramis Index Lifecycle 204527.62%27.38 %
Pyramis Index Lifecycle 204027.08%26.84 %
Pyramis Index Lifecycle 203526.94%26.70 %
Pyramis Active Lifecycle 203026.84%26.04 %
Pyramis Active Lifecycle 202525.64%24.85 %
US SA Target Date 2011-20151 year gross return1 year net return 5 year gross return5 year net return
Callan Glidepath 2015 Fund 2523.44%23.14%  Blackrock LifePath 2015 CF5.08%4.56%
T. Rowe Price - Retirement 2015 Trust23.27%23.22%  Comerica Destination Fund 20154.90%4.90%
MG Trust RetireFocus 2015 Instl Class21.94%21.38 %
Principal Trust Target 2015 Fund R621.45%20.93 %
Schwab Managed Retirement Tr Fd 2015 I20.65%19.58 %
The Vanguard Target Retire-2015 Trust II20.06%20.04 %
SSgA Target Retirement 2015 Fund Class I20.06%19.89 %
The Vanguard Target Retire 2015 CIT20.03%20.02 %
Schwab Indexed Retirement Trust Fd 201518.65%18.44 %
Blackrock LifePath 2015 CF18.18%17.60 %
US SA Target Date 2016-20201 year gross return1 year net return 5 year gross return5 year net return
Callan Glidepath 2020 Fund 2526.09%25.78%  SSgA Target Retirement 2020 Fund Class I5.11%4.96%
T. Rowe Price - Retirement 2020 Trust25.54%25.54%  Blackrock - LifePath Index 2020 CF4.90%4.69%
MG Trust RetireFocus 2020 Instl Class23.86%23.29%  Blackrock LifePath 2020 CF4.67%4.15%
Principal Trust Target 2020 Fund R623.80%23.31%  Hand SMART Funds® 2020 R34.64%3.71%
Schwab Managed Retirement Tr Fd 2020 I23.79%22.68%  Schwab Managed Retirement Tr Fd 2020 I4.16%3.25%
SSgA Target Retirement 2020 Fund Class I22.55%22.38 %
The Vanguard Target Retire 2020 CIT22.20%22.20 %
The Vanguard Target Retire-2020 Trust II22.18%22.14 %
The Vanguard Target Retire 2020 Trust II22.18%22.14 %
Schwab Indexed Retirement Trust Fd 202021.85%21.67 %
US SA Target Date 2021-20251 year gross return1 year net return 5 year gross return5 year net return
Callan Glidepath 2025 Fund 2527.90%27.58%  Comerica Destination Fund 20254.72%4.72%
MG Trust RetireFocus 2025 Instl Class27.61%27.01%  Blackrock LifePath 2025 CF4.25%3.73%
T. Rowe Price - Retirement 2025 Trust27.41%27.41 %
Schwab Managed Retirement Tr Fd 2025 I26.17%25.08 %
Principal Trust Target 2025 Fund R625.22%24.67 %
The Vanguard Target Retire 2025 CIT24.42%24.39 %
SSgA Target Retirement 2025 Fund Class I24.38%24.21 %
The Vanguard Target Retire 2025 Trust II24.35%24.33 %
Schwab Indexed Retirement Trust Fd 202524.23%24.03 %
Blackrock LifePath 2025 CF23.46%22.86 %
US SA Target Date 2026-20301 year gross return1 year net return 5 year gross return5 year net return
First Trust-Target Date Fund 2030, R329.77%29.77%  JPMorgan Commingled Pension Sr2030 C Cl5.41%4.66%
Callan Glidepath 2030 Fund 2529.20%28.88%  SSgA Target Retirement 2030 Fund Class I4.64%4.50%
T. Rowe Price - Retirement 2030 Trust28.95%28.95%  Hand SMART Funds® 2030 R34.14%3.04%
MG Trust RetireFocus 2030 Instl Class28.58%27.99%  Blackrock LifePath 2030 CF3.89%3.37%
Schwab Managed Retirement Tr Fd 2030 I28.27%27.14%  Schwab Managed Retirement Tr Fd 2030 I3.57%2.66%
JPMorgan Commingled Pension Sr2030 C Cl27.60%26.73 %
The Vanguard Target Retire 2030 CIT26.67%26.67 %
Principal Trust Target 2030 Fund R626.65%26.08 %
The Vanguard Target Retire 2030 Trust II26.60%26.56 %
Schwab Indexed Retirement Trust Fd 203026.31%26.09 %
US SA Target Date 2031-20351 year gross return1 year net return 5 year gross return5 year net return
T. Rowe Price - Retirement 2035 Trust30.45%30.45%  Comerica Destination Fund 20354.42%4.42%
Schwab Managed Retirement Tr Fd 2035 I30.21%29.04%  Blackrock - LifePath Index 2030 CF4.37%4.16%
Callan Glidepath 2035 Fund 2530.08%29.76%  Blackrock LifePath 2035 CF3.50%2.99%
Comerica Destination Fund 203529.18%29.18 %
MG Trust RetireFocus 2035 Instl Class28.94%28.36 %
The Vanguard Target Retire 2035 CIT28.91%28.88 %
The Vanguard Target Retire 2035 Trust II28.83%28.80 %
ING Target Solution Trust 203528.55%27.76 %
Schwab Indexed Retirement Trust Fd 203528.23%28.01 %
SSgA Target Retirement 2035 Fund Class I27.99%27.82 %
US SA Target Date 2036-20401 year gross return1 year net return 5 year gross return5 year net return
Schwab Managed Retirement Tr Fd 2040 I31.27%30.14%  JPMorgan Commingled Pension Sr2040 C Cl5.40%4.58%
T. Rowe Price - Retirement 2040 Trust30.58%30.58%  Hand SMART Funds® 2040 R34.67%3.57%
First Trust-Target Date Fund 2040, R330.13%30.13%  SSgA Target Retirement 2040 Fund Class I4.58%4.43%
Callan Glidepath 2040 Fund 2529.90%29.58%  Blackrock - LifePath Index 2040 CF3.86%3.65%
Blackrock LifePath 2040 CF29.56%28.93%  Schwab Managed Retirement Tr Fd 2040 I3.32%2.42%
Schwab Indexed Retirement Trust Fd 204029.30%29.07%  Blackrock LifePath 2040 CF3.18%2.67%
MG Trust RetireFocus 2040 Instl Class29.26%28.68 %
JPMCB SmartRetiremt Passive Blend 203529.16%28.59 %
JPMorgan Commingled Pension Sr2040 C Cl29.11%28.13 %
The Vanguard Target Retire 2040 CIT29.03%29.01 %
US SA Target Date 2041-20451 year gross return1 year net return 5 year gross return5 year net return
Schwab Managed Retirement Tr Fd 2045 I32.13%30.97%  Comerica Destination Fund 20454.61%4.61%
ING Target Solution Trust 204531.39%30.70%  Blackrock LifePath 2045 CF2.82%2.31%
Blackrock LifePath 2045 CF31.20%30.56 %
Comerica Destination Fund 204531.03%31.03 %
T. Rowe Price - Retirement 2045 Trust30.42%30.42 %
Schwab Indexed Retirement Trust Fd 204530.00%29.80 %
Callan Glidepath 2045 Fund 2529.99%29.67 %
Blackrock - LifePath Index 2045 CF29.92%29.66 %
Principal Trust Target 2045 Fund R629.87%29.29 %
MG Trust RetireFocus 2045 Instl Class29.26%28.65 %
US SA Target Date 2050+1 year gross return1 year net return 5 year gross return5 year net return
Schwab Managed Retirement Tr Fd 2050 I32.71%31.55%  Hand SMART Funds® 2050 R34.67%3.55%
ING Target Solution Trust 205532.02%31.42 %
Blackrock - LifePath Index 2050 CF31.67%31.41 %
Schwab Indexed Retirement Trust Fd 205030.76%30.50 %
Principal Trust Target 2050 Fund R630.57%30.01 %
T. Rowe Price - Retirement 2055 Trust30.55%30.55 %
ING Target Solution Trust 205030.52%29.76 %
Principal Trust Target 2055 Fund R630.50%29.91 %
T. Rowe Price - Retirement 2050 Trust30.48%30.48 %
MG Trust RetireFocus 2050 Instl Class29.62%29.04 %
US SA World Allocation1 year gross return1 year net return 5 year gross return5 year net return
SSgA Global Equity ex US Idx NL Fd Cl A29.83%29.83%  AQR Capital Global Risk Premium 10Vol9.16%8.72%
WTFSC Global Securities Portfolio24.30%24.30%  WTFSC Multi-Asset Portfolio3.69%2.70%
WTFSC Multi-Asset Portfolio23.89%23.89%  WTFSC Global Securities Portfolio3.49%2.54%
Navigator Growth Fund 523.85%22.81 %
AQR Capital Global Risk Premium 10Vol22.86%22.43 %
Navigator Moderate Growth(w sentry) Fd 511.62%10.68 %
Navigator Conserv Growth (w/Sentry) Fd 511.13%10.19 %
US SA World Stock1 year gross return1 year net return 5 year gross return5 year net return
Pyramis Concentrated Intl Small Cap CIT38.62%37.41%  Donald Smith & Co. Sm-Cap Val Eq CF7.88%7.07%
Pyramis Select Global CIT32.42%31.52%  KBI Water Strategy4.60%3.62%
Donald Smith & Co. Sm-Cap Val Eq CF32.21%31.22%  Beutel Goodman Global Equity Fund3.55%3.16%
AIB Global Equity Income31.92%30.95%  Burgundy Global Focused Opportunities3.01%2.14%
Beutel Goodman Global Equity Fund31.07%30.11%  Mellon Cap EB DL Global Alpha I Fund2.53%1.96%
Burgundy Global Focused Opportunities29.18%28.22%  AIB Global Equity Income2.27%1.50%
KBI Water Strategy28.19%27.13%  CapGuardian Absolute Income GrowerCF2.19%0.74%
Navigator Aggressive Growth Fund 526.17%25.12 %
Brandes Global Equity CF26.09%25.08 %
CapGuardian Absolute Income GrowerCF25.57%20.31 %
Source: Morningstar Inc.

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