February 20, 2012 12:00 AM
Top performing managers by category: separate accounts
Data are for periods ended Dec. 31, 2011.
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| US SA Aggressive Allocation | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
|---|---|---|---|---|---|---|
| Fiduciary Asset Mgt Balanced | 5.84% | 5.63% | Granite All Cap Equity | 6.45% | 5.55% | |
| Rothschild U.S Balanced | 5.61% | 4.71% | WBI Absolute Return Dividend Income | 4.60% | 2.82% | |
| Vaughan Nelson Select | 4.84% | 3.84% | Horizon Focused ETF Portfolio | 4.39% | 2.34% | |
| Horizon Growth ETF Portfolio | 3.87% | 1.86% | TAG Aggressive ETF Portfolio | 4.36% | 1.72% | |
| TCIA Balanced Opportunity | 3.17% | 1.98% | Horizon Growth ETF Portfolio | 4.15% | 2.09% | |
| Horizon Focused ETF Portfolio | 2.71% | 0.72% | Rothschild U.S Balanced | 3.99% | 3.11% | |
| Dana Balanced Strategy | 1.69% | 1.12% | Efficient Market 20 Plus Yrs Aggressive | 3.28% | 2.48% | |
| WBI Absolute Return Dividend Income | 0.91% | -0.82% | Horizon Growth Portfolio | 3.28% | 1.24% | |
| SignalPoint Domestic Signal | 0.38% | -0.29% | Horizon Focused Portfolio | 2.84% | 0.81% | |
| Efficient Market 20 Plus Years Consvt | 0.03% | -0.46% | Efficient Market 20 Plus Years Moderate | 2.66% | 1.80% | |
| US SA Conservative Allocation | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Caprin Managed Muni ETF | 14.80% | 14.54% | SFS Proactive Income Strategies | 7.66% | 7.02% | |
| Invesco Premia Plus | 11.81% | 11.32% | SFS Proactive Conservative Growth | 6.51% | 5.88% | |
| Nuveen Intelligent Risk–Conservative | 10.73% | 9.77% | Horizon Conservation Plus Portfolio | 5.98% | 3.89% | |
| Caprin Managed Tactical Blend ETF | 10.72% | 10.46% | Westwood Mgmt Corp. Inc Opportunity | 5.91% | 5.32% | |
| SignalPoint CU Income Plus | 9.75% | 8.65% | WBI Absolute Return Balanced Plus | 5.47% | 3.98% | |
| Westwood Mgmt Corp. Inc Opportunity | 8.03% | 7.37% | RNC Genter FI Blend II 25% Bracket | 5.37% | 4.90% | |
| RNC Genter FI Blend I 28% Bracket | 7.49% | 6.96% | Efficient Market Taking Income-Consvt | 5.30% | 4.25% | |
| RNC Genter FI Blend II 25% Bracket | 7.43% | 6.92% | RNC Genter Fixed Income AMT Blend | 5.15% | 4.65% | |
| Wela Own Your Age (OYA)- 80 | 7.43% | 6.90% | RNC Genter FI Blend I 28% Bracket | 5.12% | 4.66% | |
| Champion CR Fixed Income Non Qualified | 7.31% | 6.25% | Efficient Market Taking Income-Moderate | 5.11% | 3.79% | |
| US SA Convertibles | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Laffer Investments Convertible Inc Strat | 3.18% | 2.16% | Wellesley Invstm Convertibles SA | 8.72% | 7.92% | |
| Wellesley Invstm Convertibles SA | 2.31% | 1.54% | Shenkman Capital Mgt Convertible Comp | 7.77% | 7.00% | |
| Shenkman Capital Mgt Convertible Comp | 1.17% | 0.42% | Allianz Convertibles | 7.14% | 6.67% | |
| Gabelli Asset Mgt Convert | -0.05% | -0.98% | Nicholas Inv - Convertibles | 6.89% | 6.10% | |
| Laffer Investments Convertible Strategy | -0.36% | -1.35% | Calamos Global Convertible Composite | 5.26% | 4.56% | |
| IR&M Inv. Grade Convertible | -0.76% | -1.17% | Gabelli Asset Mgt Convert | 5.01% | 3.80% | |
| Calamos Global Convertible Composite | -0.93% | -1.57% | SSI Outright Inv Grade Convert Strat | 4.91% | 4.29% | |
| Allianz Convertibles | -1.74% | -2.10% | Delaware - Convertibles | 4.49% | 3.84% | |
| PIMCO Convertible | -2.07% | -2.74% | PIMCO Convertible | 3.85% | 3.17% | |
| Calamos Instl Convertible Composite | -3.13% | -3.57% | IR&M Inv. Grade Convertible | 3.84% | 3.42% | |
| US SA Currency | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| PIMCO Non US Unhedged | 9.42% | 8.90% | PIMCO Non US Unhedged | 9.72% | 9.28% | |
| Mellon Cap 2% Active Currency | 0.52% | 0.27% | Lazard Emerging Income | 4.76% | 3.26% | |
| JPMorgan U.S FI DollarLiquidity | 0.28% | 0.07% | FFTW Currency Alpha | 3.21% | 2.65% | |
| FFTW Currency Alpha | -0.88% | -1.46% | JPMorgan U.S FI DollarLiquidity | 2.08% | 1.86% | |
| SignalPoint Currency Point | -1.86% | -2.72% | Mellon Cap 2% Active Currency | -0.68% | -0.92% | |
| Lazard Emerging Income | -2.33% | -3.57% | ||||
| US SA Diversified Emerging Mkts | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Boyd Watterson International Equity | -9.78% | -10.28% | Westwood Global Emerging Mkts Composite | 10.22% | 9.27% | |
| ClariVest Emerging Markets | -10.75% | -11.59% | LSV Asset Mgt Emg Mkts Val Eq | 7.92% | 6.89% | |
| Burgundy Emerging Markets | -10.85% | -10.85% | ClariVest Emerging Markets | 7.53% | 6.47% | |
| Mondrian Inv Focused Emrg Markets | -10.95% | -11.72% | OFII Emerging Markets Equity | 6.87% | 5.85% | |
| Mondrian Inv Emg Mkts Eq | -11.13% | -12.11% | Berkeley Street Emerging Markets Equity | 6.66% | 5.22% | |
| Westwood Global Emerging Mkts Composite | -11.62% | -12.43% | Mondrian Inv Emg Mkts Eq | 6.62% | 5.52% | |
| WGI Specialized Emerging Mkts Composite | -11.88% | -12.32% | DCM Emerging Markets Equity | 6.27% | 5.20% | |
| LA Capital Emerging Markets Equity | -12.38% | -13.18% | Fisher Emerging Markets Equity | 6.16% | 5.58% | |
| Wasatch Emerging Markets SmllCap SA | -12.38% | -13.77% | Brandes Emerging Markets Equity | 5.56% | 4.59% | |
| Baillie Gifford Overseas Emg Mkt Lead Co | -13.23% | -13.96% | Mondrian Inv Focused Emrg Markets | 5.33% | 4.37% | |
| US SA Diversified Pacific/Asia | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| ZPR All Asian | -5.49% | -7.03% | ZPR All Asian | 20.00% | 17.78% | |
| Pyrford Intl Plc Asia Pacific Equity | -5.71% | -6.16% | Pyrford Intl Plc Asia Pacific Equity | 4.12% | 3.70% | |
| Templeton Asia Pacific Eq | -8.69% | -9.05% | Templeton Asia Pacific Eq | 2.70% | 2.28% | |
| Oberweis Asia Opport | -13.87% | -15.11% | Sit Inv Pac Basin | 0.47% | -0.39% | |
| Asia Pacific Equity | -14.50% | -15.19% | Asia Pacific Equity | -1.34% | -2.14% | |
| Sit Inv Pac Basin | -15.76% | -16.53% | ||||
| Accuvest Asian Advantage | -19.07% | -19.11% | ||||
| US SA Emerging Markets Bond | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Standish EMD – US Dollar | 8.87% | 8.42% | Logan Circle Emerging Markets Debt | 11.58% | 11.04% | |
| Pictet Asset Mgt Emerging Markets Debt | 8.67% | 8.67% | TCW Emerging Markets Fixed Income | 11.57% | 10.87% | |
| Morgan Stanley Emg Mkt Dbt Strat | 8.63% | 7.33% | Mondrian Inv Emerging Markets Debt | 11.10% | 10.24% | |
| Wellington Emerging Markets Debt | 8.61% | 7.97% | Stone Harbor Emerging Mkts Dbt Lcl Ccy | 10.98% | 10.38% | |
| Federated Emerging Markets Debt | 7.71% | 7.09% | Wellington Emerging Markets Debt | 10.90% | 10.28% | |
| PIMCO Emerging Markets | 7.63% | 7.24% | DCM - Emerging Markets Debt | 10.43% | 9.77% | |
| MFS Emerging Markets Debt | 7.10% | 6.46% | MFS Emerging Markets Debt | 9.99% | 9.38% | |
| Pyramis Emerging Market Debt Composite | 6.99% | 6.30% | Columbia Emerging Markets Fixed Income | 9.82% | 8.93% | |
| Columbia Emerging Markets Fixed Income | 6.94% | 6.32% | Pictet Asset Mgt Emerging Markets Debt | 9.82% | 9.73% | |
| JPMorgan Emg Mkts Debt | 6.78% | 6.11% | Stone Harbor Emerging Markets Debt | 9.69% | 9.29% | |
| US SA Equity Energy | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Invesco Master Limited Partnership | 20.08% | 18.90% | Invesco Master Limited Partnership | 18.81% | 17.65% | |
| Energy Infrastructure and MLP Inc Strat | 19.34% | 17.45% | Salient MLP Separate Accounts | 18.49% | 18.42% | |
| Salient MLP Separate Accounts | 18.66% | 17.54% | Tortoise Midstream MLP Separate Accounts | 15.26% | 14.18% | |
| Westwood Mgt Corp. MLP Infrastr. Renewal | 18.34% | 18.14% | Eagle Global Advisors MLP Composite | 14.75% | 13.39% | |
| Tortoise Midstream MLP Separate Accounts | 16.93% | 16.06% | TCIA Equity Yield Focus | 14.33% | 13.06% | |
| Fiduciary Asset Mgt MLP & Energy Infra | 16.92% | 15.88% | Fiduciary Asset Mgt Master Ltd Prtnrshps | 13.99% | 12.95% | |
| Miller/Howard MLP Strategy | 15.77% | 12.39% | Westwood Mgt Corp. MLP Infrastr. Renewal | 13.61% | 13.39% | |
| TCIA Equity Yield Focus | 15.39% | 13.49% | Mitchell Long Only Value | 9.91% | 9.32% | |
| Fiduciary Asset Mgt Master Ltd Prtnrshps | 14.53% | 13.68% | Orleans Energy Opportunities | 7.56% | 6.93% | |
| Eagle Global Advisors MLP Composite | 13.65% | 12.26% | ||||
| US SA Europe Stock | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Pyrford European Equity | 2.96% | 2.44% | Burgundy European Equity Composite | 2.01% | 1.08% | |
| Burgundy European Equity Composite | 2.40% | 1.36% | Pyrford European Equity | -1.77% | -1.36% | |
| Batterymarch UK Equity | -3.57% | -4.20% | MFS European Research Equity | -2.86% | -2.16% | |
| MFS European Research Equity | -6.62% | -7.25% | Pictet Small Cap European Core Comp | -3.31% | -2.62% | |
| INTECH European Equity | -7.62% | -8.13% | Pyrford European Equity | -1.36% | -1.77% | |
| ICAP Euro Select Equity | -8.45% | -8.60% | MFS European Research Equity | -2.16% | -2.86% | |
| Brandes European Equity | -10.53% | -11.21% | Pictet Small Cap European Core Comp | -2.62% | -3.31% | |
| Pyramis Europe Growth Composite | -11.21% | -11.92% | Pyramis Europe Growth Composite | -2.91% | -3.69% | |
| Pictet PAN European Equities | -11.51% | -12.09% | Newton Capital Mgt Pan European Eq | -3.59% | -4.26% | |
| Newton Capital Mgt Pan European Eq | -13.03% | -13.64% | ICAP Euro Select Equity | -3.86% | -4.01% | |
| US SA Foreign Large Blend | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Analytic Investors Global Low Volatility | 3.49% | 3.24% | Ativo International ADR | 5.56% | 3.33% | |
| Burgundy EAFE Composite | -0.63% | -1.27% | EARNEST International Equity | 3.85% | 3.01% | |
| Mondrian Inv Intl Eq | -3.24% | -3.66% | Lazard Emerging Mrkts Discounted Assets | 3.79% | 3.32% | |
| Jarislowsky Fraser International Equity | -3.51% | -3.51% | Burgundy EAFE Composite | 1.49% | 0.72% | |
| Mondrian Inv Labor Select Intl Eq | -3.71% | -4.34% | Scout International Equity ADR | 1.03% | 0.24% | |
| Mondrian Inv Focused International Eq | -4.17% | -4.80% | Northern Cross EAFE Eq | 0.88% | 0.27% | |
| Mondrian Inv All Countries World ex US | -4.68% | -5.33% | Champion CR Global Macro Emerg Mkt Core | 0.84% | -0.16% | |
| Neuberger Berman International Large Cap | -4.75% | -5.56% | Herzfeld Foreign Closed-End | 0.79% | -0.45% | |
| CapGuard/Intl EM Total Opportunities | -5.74% | -6.68% | Cambiar Intl Eq ADR | 0.73% | -0.33% | |
| SGA International Large Cap Core Equity | -6.38% | -7.33% | Fisher All Foreign Equity Growth | 0.70% | 0.00% | |
| US SA Foreign Large Growth | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Martin Inv Mgt Tortue Capital | -1.28% | -2.23% | Calamos International Growth Composite | 4.07% | 3.04% | |
| Matterhorn International Equity | -1.79% | -2.61% | WHV Global Equity | 3.92% | 2.90% | |
| Calamos International Growth Composite | -3.98% | -4.98% | WHV International Equity | 3.70% | 2.67% | |
| Baillie Gifford Overseas Global Alpha | -6.12% | -6.73% | Matterhorn International Equity | 3.04% | 2.16% | |
| Invesco International Growth | -6.29% | -7.04% | Johnston Asset Mgt Corp. Intl Eq | 2.59% | 1.87% | |
| Calamos Emerging Economies Composite | -6.74% | -7.82% | Turner Inv International Growth Equity | 2.05% | 0.95% | |
| OFII International Equity | -6.75% | -7.42% | Harding Loevner Intl Eq | 1.76% | 1.07% | |
| Barings Active/Passive Alpha Tilt | -6.80% | -7.12% | Baillie Gifford Overseas ACWI xUS Alpha | 1.69% | 1.08% | |
| Johnston Asset Mgt Corp. Intl Eq | -6.99% | -7.63% | Walter Scott Int'l (EAFE) Equity | 1.20% | 1.13% | |
| Wellington Global Diversified Growth | -7.21% | -7.91% | MFS International Growth Equity | 1.03% | 0.28% | |
| US SA Foreign Large Value | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Newton Capital Mgt Global Higher Income | 3.77% | 3.04% | BCM AlphaSector Int'l Premium IDX | 10.26% | 8.53% | |
| Perkins Global Value | 3.08% | 2.44% | Green Inv Mgt Guardian Country | 3.24% | 1.98% | |
| MFS International Value CIT | -0.45% | -0.57% | Newton Capital Mgt Global Higher Income | 3.01% | 2.30% | |
| MFS International Val Eq | -0.66% | -1.40% | Perkins Global Value | 2.00% | 1.22% | |
| Pyrford International Equity | -1.75% | -2.23% | Forward Intl Dividend Institutional | 1.26% | 0.56% | |
| Logan International ADR | -1.80% | -1.90% | Sanderson Asset Mgt Intl Val Eq | 0.96% | -0.06% | |
| Wellington Global Perspectives | -4.32% | -5.19% | Renaissance International | 0.95% | 0.41% | |
| Lazard International Equity Select ADR | -4.81% | -5.43% | Pyrford International Equity | 0.90% | 0.43% | |
| Lazard Intl Equity ex-Emerging Markets | -5.12% | -5.50% | MFS International Val Eq | 0.89% | 0.19% | |
| Robeco Boston Partners Intl Equity | -6.20% | -6.89% | QA International Equity | 0.73% | -0.33% | |
| US SA Foreign Small/Mid Growth | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Piermont Small Cap Growth Composite | 2.81% | 1.90% | Harding Loevner Intl Small Co | 4.13% | 2.95% | |
| SGA Intl Small-Mid Cap Core Equity | -5.40% | -6.80% | Mondrian Inv Intl Sm-Cap Eq | 3.95% | 3.34% | |
| Mondrian Inv Intl Sm-Cap Eq | -8.04% | -8.70% | Franklin Intl Small Cap Growth Equity | 2.67% | 1.64% | |
| Munder Capital Mgt Int Small Cap | -10.29% | -11.08% | Navellier International Select Portfolio | 2.45% | 1.24% | |
| PGI International Small-Cap Equity | -10.41% | -10.93% | Wasatch International Small Cap Growth | 2.44% | 1.20% | |
| William Blair Intl Small Cap Growth | -10.44% | -11.34% | Oberweis China Opportunities | 1.44% | -0.12% | |
| Wasatch International Small Cap Growth | -11.41% | -12.45% | UBS Global ex US Small Cap Growth | 1.39% | 0.17% | |
| Harding Loevner Intl Small Co | -11.57% | -12.49% | Ativo International Composite | 0.91% | -1.23% | |
| Navellier International Select Portfolio | -11.93% | -13.06% | William Blair Intl Small Cap Growth | 0.60% | -0.39% | |
| Oberweis Intl Opportunities | -13.06% | -13.94% | Allianz International Small Cap Growth | 0.46% | -0.23% | |
| US SA Foreign Small/Mid Value | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| First Eagle International Value Equity | -4.51% | -5.21% | First Eagle International Value Equity | 4.30% | 4.00% | |
| SGA International Small Cap Core Equity | -5.07% | -6.53% | Templeton Intl Sm Cap Eq | 3.46% | 3.09% | |
| RBC GAM International Equity SA | -10.72% | -11.50% | Brandes International Small Cap Eq | 0.91% | 0.01% | |
| Batterymarch International Sm Cap Equity | -10.74% | -11.64% | Pyramis Select Intl Small Cap | -1.37% | -0.57% | |
| Lazard LQE - EAFE Small Cap Equity | -10.80% | -11.47% | LSV Asset Mgt Intl Sm-Cap Val Eq | -1.56% | -0.61% | |
| Templeton Intl Sm Cap Eq | -11.03% | -11.41% | Advisory Research Intl Small Cap Value | -2.65% | -1.31% | |
| Advisory Research Intl Small Cap Value | -11.81% | -12.98% | Brandes International Mid-Cap Equity | -2.78% | -1.76% | |
| AQR Capital International Small Cap | -12.61% | -13.49% | Putnam Intl Small Cap Core Equity | -3.26% | -2.28% | |
| Philadelphia Intl LP Small Cap Intl Eq | -13.01% | -13.36% | Lee Munder Capital Group Int'l Sm Cap Eq | -3.48% | -2.55% | |
| Pyramis Select Intl Small Cap | -13.38% | -14.08% | Victory International Micro Cap | -4.04% | -2.84% | |
| US SA Global Real Estate | 1 year gross return | 1 year net return | ||||
| Morgan Stanley Glbl Infrastructure Sec | 13.87% | 12.60% | ||||
| Heitman Global Diversified Strategy | 2.53% | 1.76% | ||||
| Heitman Global Focused Strategy | 2.42% | 1.59% | ||||
| Forum Securities Global Liquid Core | 2.27% | 2.07% | ||||
| Duff&Phelps Glbl Real Estate Securities | 1.96% | 1.10% | ||||
| Brookfield Global Real Estate Secrt (L) | 0.20% | -0.34% | ||||
| Forum Securities Global Income | -0.46% | -1.25% | ||||
| Adelante Global Strategy | -1.69% | -2.18% | ||||
| Delaware Global Real Estate Securities | -2.95% | -3.85% | ||||
| Cornerstone Global RE Securities | -3.11% | -4.19% | ||||
| US SA High Yield Bond | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Brandywine Global Credit Opportunities | 20.46% | 18.41% | Clark Navigator Fixed Income TR | 13.18% | 12.23% | |
| GW&K Municipal Enhanced Yield Strategy | 13.90% | 12.78% | Braver Tactical High Yield Bond | 12.92% | 11.81% | |
| Pyramis High Yield CMBS Composite | 9.51% | 8.70% | AXA Inv Mgrs High Yld | 9.56% | 8.97% | |
| Brandywine High Yield | 9.19% | 8.50% | Neuberger Berman Full Market High Yield | 9.34% | 8.74% | |
| CMG Managed High Yield Bond | 8.57% | 5.94% | Pacific Income High Yield | 9.23% | 8.67% | |
| Cincinnati Asset Mgt Broad Mkt | 8.27% | 7.87% | AEGON High Yield Fixed Income | 9.16% | 8.83% | |
| Fountain Total Return High Yield | 8.25% | 7.70% | Logan Circle High Yield Mid Grade | 9.05% | 8.57% | |
| Wela Agg Yield | 7.34% | 6.80% | Columbia High Yield Fixed Income | 8.93% | 8.39% | |
| KDP Asset Mgt Defensive High Yield | 7.17% | 6.82% | Wellington High Yield Bond | 8.84% | 8.30% | |
| Columbia High Yield Fixed Income | 7.14% | 6.61% | Seix High Yield Unconstrained | 8.58% | 8.04% | |
| US SA Inflation-Protected Bond | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| PIMCO Real Ret Asset Long Duration | 22.83% | 22.20% | PIMCO Real Ret Asset Long Duration | 11.14% | 10.53% | |
| FFTW Inflation Linked Bonds U.S. | 15.00% | 14.71% | PIMCO Real Return Full Authority | 8.80% | 8.23% | |
| Franklin Templeton US TIPS | 14.49% | 14.35% | Hartford Inv Mgt TIPS – Asset Class | 8.79% | 8.58% | |
| Standish US TIPS | 13.86% | 13.80% | FFTW Inflation Linked Bonds U.S. | 8.63% | 8.38% | |
| Hartford Inv Mgt TIPS – Asset Class | 13.82% | 13.60% | Delaware - Inflation Protected Bond | 8.38% | 7.91% | |
| IR&M TIPS | 13.73% | 13.61% | Standish US TIPS | 8.20% | 8.13% | |
| American Century US Inflation-Adjust Bd | 13.50% | 12.95% | American Century US Inflation-Adjust Bd | 8.19% | 7.63% | |
| FFTW Global Inflation Linked Bonds | 12.72% | 12.44% | IR&M TIPS | 8.11% | 7.99% | |
| PIMCO Real Return Full Authority | 12.24% | 11.69% | Franklin Templeton US TIPS | 8.02% | 7.89% | |
| Standish Global TIPS | 11.61% | 11.45% | Wellington TIPS | 7.60% | 7.39% | |
| US SA Intermediate Government | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Ross Sinclaire Intermediate Municipal Bd | 14.59% | 14.31% | CS McKee Broad Government Fixed | 7.94% | 7.44% | |
| CS McKee Broad Government Fixed | 10.06% | 9.56% | Seix Core Government/Credit | 7.90% | 7.47% | |
| Seix Core Government/Credit | 10.04% | 9.60% | Ross Sinclaire Intermediate Municipal Bd | 7.46% | 7.19% | |
| Great Lakes Core Govmt Only Fix-Inc | 9.35% | 9.12% | M.D. Sass Svcs Core Fix-Inc | 7.25% | 6.89% | |
| M.D. Sass Svcs Core Fix-Inc | 8.50% | 8.18% | Logan Circle STAMP Intmt Govt/Credit | 7.19% | 6.90% | |
| Seix Mortgage Backed Security | 7.55% | 7.13% | Great Lakes Core Govmt Only Fix-Inc | 6.73% | 6.58% | |
| Putnam Mortgage Only | 6.61% | 6.35% | Logan Circle STAMP Intermediate Govt | 6.68% | 6.39% | |
| Logan Circle STAMP Intmt Govt/Credit | 6.59% | 6.33% | JPMorgan Interm Govt Bond Style | 6.56% | 6.28% | |
| Harris Inv Mgt Government Bond Inst | 6.49% | 6.18% | Putnam Mortgage Only | 6.47% | 6.18% | |
| Smith Breeden Mortgage Index Plus | 6.21% | 5.84% | Seix Mortgage Backed Security | 6.38% | 5.96% | |
| US SA Intermediate-Term Bond | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Smith Affiliated Cap Core Fix-Inc | 11.78% | 11.55% | Neuberger Berman Passive Bond Indexing | 10.99% | 10.90% | |
| Hillswick Core Fixed Income | 11.59% | 11.34% | PIMCO Investmt Grade Corporate | 9.33% | 8.83% | |
| Prudential Priv Placement LP PRIVEST | 11.57% | 13.16% | Loomis Sayles Core Plus | 9.18% | 8.94% | |
| Neuberger Berman Passive Bond Indexing | 10.86% | 10.77% | Seix Corporate Bond Mgmt | 8.94% | 8.52% | |
| EARNEST Fixed Income Long Duration | 10.10% | 9.72% | DMC Core Plus | 8.69% | 8.37% | |
| McDonnell Investment Mgt Gov/Credit | 10.06% | 9.66% | CS McKee Government Credit Fixed | 8.64% | 8.11% | |
| CS McKee Government Credit Fixed | 9.94% | 9.40% | Janus Core Plus Fixed Income | 8.61% | 8.11% | |
| M&I Intermediate Bond | 9.86% | 9.31% | Hillswick Core Fixed Income | 8.54% | 8.19% | |
| Seix Corporate Bond Mgmt | 9.70% | 9.28% | Wellington Mortgage-Backed Securities | 8.31% | 8.10% | |
| Richmond Capital Mgt Core Govt/Corp | 9.49% | 9.19% | Jennison Active Core | 8.29% | 8.14% | |
| US SA Japan Stock | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| PGI Japanese Equity | -6.54% | -7.11% | Burgundy Focus Asian Composite | 3.75% | 2.89% | |
| Baillie Gifford Overseas Japanese Eq | -7.14% | -7.73% | Burgundy Asian (All Cap) Composite | 3.66% | 2.45% | |
| MFS Japan Equity Large Cap | -7.63% | -8.28% | Baillie Gifford Overseas Japanese Eq | -3.87% | -4.44% | |
| Burgundy Focus Asian Composite | -7.66% | -8.37% | MFS Japan Equity Large Cap | -4.05% | -4.76% | |
| Tradewinds Japan Equity | -9.49% | -10.21% | IFDC Japan Mainstream | -4.65% | -4.65% | |
| Burgundy Asian (All Cap) Composite | -10.36% | -11.78% | PGI Japanese Equity | -6.65% | -7.19% | |
| IFDC Japan Mainstream | -10.60% | -10.60% | ||||
| US SA Large Blend | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Harris Inv Mgt BMO Low Vol Alpha - Instl | 16.87% | 16.17% | BCM Premium Diversified Equity | 12.92% | 11.16% | |
| Analytic Investors US Low Volatility | 14.53% | 14.28% | BCM AlphaSector Premium IDX | 12.36% | 10.59% | |
| Franchise Partners - US Equity | 12.56% | 11.69% | BCM Diversified Equity | 10.62% | 8.89% | |
| GW&K Equity Dividend Plus strategy | 12.19% | 11.08% | BCM AlphaSector Rotation IDX | 9.23% | 7.51% | |
| Coho Relative Value | 10.82% | 10.36% | STRINGFIELD Large Cap Managed Account | 8.95% | 8.02% | |
| Martingale Low Volatility LargeCap Eq | 10.73% | 9.96% | PIMCO Fundamental IndexPLUS Total Return | 6.56% | 5.72% | |
| Sparrow Large Cap | 10.48% | 9.36% | Coho Relative Value | 5.84% | 5.37% | |
| Copeland Large Cap Dividend Growth | 10.15% | 9.01% | Princeton Capital Management Core Equity | 5.34% | 4.73% | |
| Fayez Sarofim & Co. Large Cap Core Instl | 9.46% | 9.23% | Sit Inv Dividend Growth | 4.86% | 4.10% | |
| Tillar-Wenstrup Core Tax Friendly | 9.33% | 7.66% | Santa Barbara Dividend Growth | 4.62% | 3.71% | |
| US SA Large Growth | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Delaware - Select 20 | 15.65% | 15.13% | Fisher US Total Return | 10.67% | 10.26% | |
| Wela All Growth | 14.01% | 13.72% | Heritage All Cap Growth Equity | 10.27% | 9.40% | |
| Sawgrass Large Cap Growth Equity | 9.29% | 8.52% | SaratogaRIM Large Cap Quality | 7.98% | 7.10% | |
| Heritage All Cap Growth Equity | 9.29% | 8.41% | Crescat Large Cap Composite | 7.60% | 5.89% | |
| Polen Large Cap Growth | 9.19% | 8.37% | Raub Brock Dividend Growth Portfolio | 7.57% | 6.54% | |
| Raub Brock Dividend Growth Portfolio | 8.98% | 7.90% | Wedgewood Concentrated Lg-Cap Gr | 7.45% | 6.73% | |
| Delaware All Cap Gr Eq | 8.98% | 8.16% | Polen Large Cap Growth | 7.12% | 6.23% | |
| Sawgrass Opportunistic Growth Best Ideas | 8.86% | 8.14% | Delaware All Cap Gr Eq | 6.93% | 6.16% | |
| Delaware Lg-Cap Gr Eq | 8.85% | 8.45% | Janus Opportunistic Growth | 6.92% | 6.24% | |
| GAM Growth Strategy | 7.77% | 6.91% | Sands Select Growth Equity | 6.89% | 6.33% | |
| US SA Large Value | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| PIMCO StocksPLUS Long Duration | 21.74% | 21.13% | ACR EQR Equity Quality Return | 7.84% | 7.11% | |
| Logan Capital Mgt Concentrated Val | 19.70% | 18.80% | TCIA Equity Growth Plus | 7.27% | 6.20% | |
| Miller/Howard Inc-Eq Strategy No MLPs | 17.39% | 13.96% | Manning & Napier Manning Yld Dvd-Focus | 6.08% | 5.57% | |
| Federated Strategic Value Dividend MA | 16.85% | 14.25% | TCW Multi-Cap Growth | 5.68% | 4.87% | |
| Federated Strategic Value Dividend | 15.85% | 15.07% | Leylegian Inv Mgt Eq Comp | 5.29% | 4.40% | |
| Bahl & Gaynor Inv Counsel Inc Gr | 15.66% | 15.24% | EIC All Cap Value Equity | 4.79% | 4.07% | |
| Alley Company Dividend Portfolio | 15.56% | 14.42% | Bahl & Gaynor Inv Counsel Inc Gr | 4.72% | 4.28% | |
| The London Co. Large Cap Core | 15.02% | 14.55% | The London Co. Large Cap Core | 4.57% | 4.06% | |
| Miller/Howard Inc Eq Strat | 15.02% | 11.65% | Ranger Global Income & Growth | 4.48% | 3.42% | |
| The London Co. Income Equity | 14.81% | 14.07% | EIC Large-Cap Value Equity | 4.47% | 2.60% | |
| US SA Leveraged Net Long | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Martingale Low Volatility 130/30 LC Eq | 17.15% | 16.28% | JPMorgan Large Cap Core 130/30 | 3.35% | 2.52% | |
| Brandywine Divsf L/C Val Extd Eq-130/30 | 8.04% | 6.93% | LA Capital U.S. Large Cap Active Exten | 2.48% | 1.43% | |
| BRC 130/30 Concentrated Equity | 7.56% | 7.35% | Glenmede Large Cap 130/30 | 1.56% | 0.80% | |
| AQR Capital US Relaxed Constraint 40 | 7.43% | 7.03% | Martingale 130/30 LargeCap Growth | 1.18% | 0.42% | |
| Glenmede Large Cap 130/30 | 5.94% | 5.16% | PTI Securities & Futures Prot Idx Prog | 1.09% | 1.07% | |
| Martingale 130/30 LargeCap Core 500 | 5.30% | 4.52% | MFS Blended Research 130/30 - US Core Eq | 1.09% | 0.22% | |
| AQR Capital Small Cap Relaxed Constraint | 5.17% | 3.60% | AQR Capital US Relaxed Constraint 40 | 0.64% | -0.21% | |
| Martingale 130/30 LargeCap Growth | 4.08% | 3.30% | % | % | ||
| Analytic Aggressive Core Eq Plus (SP500) | 3.94% | 3.48% | % | % | ||
| Martingale 130/30 LargeCap Value | 3.93% | 3.15% | % | % | ||
| US SA Long Government | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| NISA 15+ STRIPS | 51.09% | 50.72% | TCW Securitized Opportunities | 20.36% | 19.00% | |
| NISA Long Dur Govt Only Consolidated | 49.98% | 49.61% | NISA 15+ STRIPS | 14.54% | 14.26% | |
| Hoisington Inv Mgt Macroeconomic FI Comp | 40.06% | 39.79% | NISA Long Dur Govt Only Consolidated | 14.39% | 14.11% | |
| Hillswick Long Duration Government | 33.60% | 33.21% | Hillswick Long Duration Government | 13.61% | 13.09% | |
| Jennison Active Long Government | 30.32% | 30.13% | Jennison Active Long Government | 12.95% | 12.75% | |
| Blackrock Long Govt Bond Idx Composite | 29.25% | 29.25% | Hoisington Inv Mgt Macroeconomic FI Comp | 12.63% | 12.41% | |
| Mellon Cap EB LT Gov't Bond Index Fund | 29.11% | 29.04% | Blackrock Long Govt Bond Idx Composite | 10.94% | 10.94% | |
| JPMorgan Long Duration Invmtt Grade Plus | 23.10% | 22.45% | Mellon Cap EB LT Gov't Bond Index Fund | 10.80% | 10.74% | |
| JPMorgan Long Duration Diversified Alpha | 22.50% | 22.08% | JPMorgan Long Duration Invmtt Grade Plus | 10.07% | 9.65% | |
| CMG System Research Treasury Bond | 21.82% | 18.83% | JPMorgan Long Duration Investment Grade | 9.36% | 9.05% | |
| US SA Long/Short Equity | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Turner Global Medical Sciences Equity | 9.01% | 7.92% | AORDA Portfolio2 | 19.53% | 13.16% | |
| Turner Inv Financial Services Long/Short | 4.58% | 3.53% | Turner Inv Long/Short Equity | 6.91% | 4.58% | |
| QMA Long/Short Quantitative Core Equity | 4.51% | 3.84% | Cadence Cptl Mgt Integrity Boston Fd, LP | 6.90% | 3.95% | |
| Westport Absolute Total Return Strategy | 4.08% | 2.01% | Astor Long/Short Balanced Program | 6.19% | 4.31% | |
| AJO Dollar-Neutral Long/Short | 4.06% | 3.29% | FAM Absolute Return | 2.16% | 1.75% | |
| Glenmede Long Short | 3.96% | 2.67% | Epoch Global Absolute Return | 2.10% | 0.89% | |
| FAM Absolute Return Plus | 3.44% | 3.01% | Mellon Cap EB Equity Market Neutral Fund | 0.83% | 0.83% | |
| Turner Titan Equity | 3.14% | 1.92% | AJO Dollar-Neutral Long/Short | 0.30% | -0.41% | |
| QCM Principal Safety | 2.97% | 1.74% | QMA Long/Short Quantitative Core Equity | 0.14% | -0.50% | |
| Mellon Cap EB Equity Market Neutral Fund | 0.75% | 0.75% | ||||
| US SA Long-Term Bond | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| PIMCO Long Duration Treasury | 28.74% | 28.15% | Standish US Long Duration | 12.74% | 12.53% | |
| NISA Long Dur Gov/Credit Consolidated | 26.65% | 26.34% | PIMCO Long Duration Treasury | 12.32% | 11.79% | |
| Logan Circle Long Duration | 24.17% | 23.69% | PIMCO Long Term Bond Full Authority | 12.31% | 12.06% | |
| Advantus Long Duration Fixed Income | 23.79% | 23.51% | Logan Circle Long Duration | 12.17% | 11.75% | |
| NISA Long Gov/Credit | 23.76% | 23.46% | CapGuard/Intl Long Dur Gov/Credit Plus | 11.88% | 11.55% | |
| CapGuard/Intl Long Dur Gov/Credit Plus | 23.09% | 22.73% | Jennison Active Long Gov/Credit | 11.86% | 11.68% | |
| Loomis Sayles Long Duration Total Return | 22.79% | 22.58% | Delaware - Long Dur Fix-Inc | 11.76% | 11.17% | |
| Hartford Inv Mgt Lg Dur Cor Fix-Inc | 22.47% | 22.17% | NISA Long Dur Gov/Credit Consolidated | 11.74% | 11.47% | |
| Pyramis Long Duration | 22.24% | 21.91% | Harris Inv Mgt Long Duration Inst | 11.73% | 11.41% | |
| Jennison Active Long Gov/Credit | 22.16% | 21.92% | Baird Advisors Long Govt Credit Bond | 11.32% | 11.14% | |
| US SA Market Neutral | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| ArbitrOption Cptl Event-Driven Investing | 29.54% | 26.94% | PSI Absolute Return | 8.50% | 6.31% | |
| Zacks Market Neutral | 7.54% | 6.69% | Swan Defined Risk Strategy | 7.24% | 6.11% | |
| Turner Market Neutral Equity | 7.49% | 6.33% | Zacks Market Neutral | 4.75% | 3.77% | |
| American Century U.S. Eq Market Neutral | 7.44% | 5.70% | PSI Mkt Neutral | 4.06% | 1.78% | |
| Invesco US Market Neutral Cash | 7.39% | 7.39% | JPMorgan Res Mkt Neutral | 2.96% | 2.00% | |
| PSI Absolute Return | 6.58% | 4.62% | INTECH Market Neutral | 2.65% | 1.73% | |
| Martingale Equity Market Neutral | 4.50% | 3.46% | American Century U.S. Eq Market Neutral | 2.30% | 0.62% | |
| Analytic USMN Systematic Volatility | 4.41% | 3.31% | Invesco US Market Neutral Cash | 1.66% | 1.66% | |
| Copeland Risk Managed Dividend Growth | 4.35% | 3.36% | The Boston Multi-Alpha Mkt Neutral Eq | 0.50% | -0.50% | |
| INTECH Market Neutral | 3.36% | 2.45% | Analytic USMN Systematic Volatility | -1.08% | -0.04% | |
| US SA Mid-Cap Blend | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| The London Co SMID | 11.76% | 11.05% | NewSouth Capital Mgt NSCM SMIDCap Val Eq | 10.46% | 9.75% | |
| Copeland Mid Cap Dividend Growth | 11.46% | 10.40% | Scout Mid Cap Equity | 9.43% | 8.56% | |
| Hahn Capital Mgt HCM Md-Cap Val Eq Comp | 9.53% | 8.49% | Westwood Mgt Corp. SMidCap Eq | 7.15% | 6.58% | |
| PGI Mid-Cap Equity | 8.80% | 8.28% | Hahn Capital Mgt HCM Md-Cap Val Eq Comp | 6.91% | 5.87% | |
| AJO Managed Volatility | 8.64% | 8.44% | Fiduciary Mgt of Milwaukee Sm-Cap Eq | 6.67% | 6.18% | |
| Gotham U.S. Value | 8.57% | 7.90% | Lord Abbett & Co. Small to Mid Value | 6.46% | 5.36% | |
| Wallick Investments Core Growth | 7.54% | 5.68% | Pyramis Small/Mid Cap Core Composite | 6.18% | 5.39% | |
| Fiduciary Mgt of Milwaukee Sm-Cap Eq | 5.61% | 5.13% | PGI Mid-Cap Equity | 5.88% | 5.40% | |
| Advisory Research Small Mid Cap Value | 5.55% | 4.54% | NewSouth Capital Mgt NSCM Mid-Cap Val Eq | 5.83% | 5.23% | |
| New Amsterdam Md-Cap Active Eq | 5.45% | 5.45% | GW&K Small/Mid Cap Equity Strategy | 5.32% | 4.34% | |
| US SA Mid-Cap Growth | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Congress Asset Mgt Md-Cap Gr | 12.70% | 11.86% | Delaware - Smid-Cap Growth-Focus | 11.55% | 10.78% | |
| Riverbridge SMID Growth | 12.24% | 11.13% | Insight Concentrated Growth | 11.52% | 9.39% | |
| Chase Inv Counsel Tax Exempt Md-Cap | 9.12% | 8.56% | Riverbridge SMID Growth | 8.91% | 7.99% | |
| Delaware - Smid-Cap Growth-Focus | 9.05% | 8.27% | DF Dent Mid Cap Growth | 8.51% | 7.88% | |
| Analytic Small-Mid Cap Equity | 8.98% | 8.01% | ING Mid Cap Growth Equity | 8.43% | 7.51% | |
| Kayne Anderson Rud Inv Mgt SMid Cap Core | 8.43% | 7.64% | Apex SMID Growth | 8.32% | 7.28% | |
| RS Small/ Mid Growth Composite | 6.69% | 5.29% | Alliance US SMID Cap Growth | 8.24% | 7.35% | |
| The Boston Small/Mid Cap Growth | 6.64% | 5.69% | NewSouth Capital Mgt NSCM Value Opps | 8.04% | 7.25% | |
| Night Owl All Cap | 6.42% | 5.20% | Columbia Partners Small-Mid Growth Eqty | 7.89% | 6.83% | |
| Bahl & Gaynor - Mid Cap Quality Growth | 6.39% | 6.00% | Brown Capital Mgt Md-Cap Gr | 7.75% | 7.12% | |
| US SA Mid-Cap Value | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Financial Trust Discplnd Dividend Income | 10.20% | 8.83% | Texas First Select Value | 10.30% | 8.84% | |
| Meritage Yield-Focus Equity Fund | 8.92% | 8.02% | SouthernSun SMID Cap Composite | 9.94% | 9.53% | |
| McKinley Capital U.S. Equity Income | 8.85% | 8.43% | Delafield Value Institutional | 9.26% | -2.44% | |
| Runde Mid-Cap Value | 7.23% | 6.37% | Speece Thorson Mid-Cap Value Equity | 7.62% | 6.92% | |
| Sasco Capital, Contrarian | 6.96% | 6.43% | EIC Mid-Cap Value | 6.22% | 5.15% | |
| Runde Small/Mid-Cap Value | 6.05% | 5.07% | Nicholas Equity Income | 6.05% | 5.41% | |
| Advisory Research Mid-Cap Value | 5.87% | 4.86% | Victory Mid Cap Value Equity | 5.70% | 4.91% | |
| GW Capital SMID-Cap Equity | 5.57% | 4.76% | Lee Munder Capital Group Mid-Cap Value | 5.53% | 4.71% | |
| Speece Thorson Mid-Cap Value Equity | 5.37% | 4.72% | Robeco BP Mid-Cap Value Equity | 5.47% | 4.74% | |
| Uniplan High Income Total Return | 5.16% | 2.96% | Uniplan High Income Total Return | 5.04% | 2.72% | |
| US SA Moderate Allocation | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Good Harbor U.S. Tactical Core | 14.37% | 12.91% | Good Harbor U.S. Tactical Core | 15.06% | 13.94% | |
| CMG Opportunistic All Asset Strategy | 12.86% | 10.15% | Hurley Capital Value Equity | 9.09% | 7.56% | |
| Ken Roberts Diversified Income Strategy | 10.85% | 10.40% | Janus Balanced | 7.10% | 6.51% | |
| Fayez Sarofim & Co. Balanced | 9.04% | 8.62% | PIMCO StocksPLUS Small Cap Total Return | 6.29% | 5.49% | |
| Dorsey Wright Sys Reltv Strength Cons | 8.17% | 6.76% | Montag & Caldwell Balanced | 5.80% | 5.44% | |
| Punch Income Composite | 7.76% | 6.76% | Harris Assoc. Equity & Income Comp | 5.23% | 4.54% | |
| Hurley Capital Value Equity | 7.54% | 5.98% | Garcia Hamilton Balanced | 4.81% | 4.06% | |
| Leylegian Inv Mgt Bal Comp | 6.13% | 5.19% | Efficient Market 11-19 Years Consvt | 4.75% | 3.72% | |
| AAM Mortgage Investment | 5.75% | 5.08% | Scharf Balanced | 4.68% | 3.36% | |
| Scharf Balanced | 5.44% | 4.19% | MAP Balanced Composite | 4.59% | 3.82% | |
| US SA Money Market Taxable | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Harris Inv Mgt Extended Cash Inst | 1.68% | 1.48% | Harris Inv Mgt Extended Cash Inst | 4.01% | 3.85% | |
| Harris Inv Mgt Medium Term Cash Inst | 0.88% | 0.70% | Harris Inv Mgt Medium Term Cash Inst | 2.97% | 2.81% | |
| Victory Cap Mgt Struct Cash | 0.42% | 0.22% | Federated Prime Money Market | 2.05% | 1.43% | |
| Harris Inv Mgt Liquid Cash Inst | 0.39% | 0.21% | Victory Cap Mgt Struct Cash | 2.04% | 1.82% | |
| Federated Prime Money Market | 0.34% | 0.24% | Harris Inv Mgt Liquid Cash Inst | 1.99% | 1.83% | |
| UBS Global U.S. Money Mkt | 0.29% | 0.12% | UBS Global U.S. Money Mkt | 1.91% | 1.70% | |
| PIMCO Money Market | 0.29% | 0.09% | Federated Government Money Market | 1.76% | 1.17% | |
| Federated Government Money Market | 0.21% | 0.12% | PIMCO Money Market | 1.75% | 1.52% | |
| US SA Multisector Bond | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Medium Quality Core Fixed Income | 9.44% | 9.01% | Delaware Multisector Fix-Inc | 9.14% | 8.59% | |
| Mesirow Financial Inv Mgt Gov/Credit FI | 8.65% | 8.22% | Medium Quality Core Fixed Income | 8.88% | 8.45% | |
| Wellington Core Bond | 8.59% | 8.27% | GW Capital Medium-grade Bond | 8.50% | 8.03% | |
| Goodwin Core Multi-Sector Fixed Income | 8.31% | 8.14% | TCW MetWest Core Plus Fixed Income | 8.19% | 7.88% | |
| Pyramis Broad Market Duration Composite | 8.24% | 7.94% | Loomis Sayles Multi-Sector Full Discretn | 7.93% | 7.58% | |
| Wellington Inv Grade Corporate Bond | 8.19% | 7.86% | Logan Circle Multi-Sector Fixed Income | 7.80% | 7.45% | |
| Goodwin Core PLUS Multi-Sector Fixed Inc | 8.15% | 7.93% | Mesirow Financial Inv Mgt Gov/Credit FI | 7.70% | 7.28% | |
| Loomis Sayles Multi Sector Total Return | 8.05% | 7.68% | TCW MetWest Core Fixed Income | 7.68% | 7.51% | |
| Community Core Fixed Income Composite | 7.93% | 7.64% | M&I Aggregate Bond | 7.49% | 7.10% | |
| American Century U.S. Core Fixed Income | 7.89% | 7.37% | American Century U.S. Core Fixed Income | 7.44% | 6.85% | |
| US SA Muni National Interm | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Newgate Municipal Income | 16.75% | 15.74% | Breckinridge Interm Taxable Muni Bond | 7.33% | 6.95% | |
| GW&K Municipal Bond Strategy | 12.96% | 11.85% | Eaton Vance TABS Intermediate Duration | 6.85% | 6.48% | |
| Herzfeld Tax-Exempt Closed-End Bond | 12.07% | 11.19% | GW&K Municipal Bond Strategy | 6.37% | 5.38% | |
| Harris Inv Mgt Municipal Bond Inst | 11.91% | 11.56% | Belle Haven Ladder PLUS | 6.37% | 6.15% | |
| Eaton Vance TABS Intermediate Duration | 11.60% | 11.20% | Herzfeld Tax-Exempt Closed-End Bond | 6.24% | 5.13% | |
| Nuveen Intermediate-Term Municipal | 10.78% | 10.09% | Belle Haven Muni PLUS | 6.07% | 5.35% | |
| Thornburg Intermediate Term Muni Strat | 10.05% | 9.46% | Baird Advisors Intermediate Municipal Bd | 5.99% | 5.68% | |
| Delaware Interm Muni Fix-Inc | 9.60% | 9.25% | GW&K Five-Year Municipal Bond Strategy | 5.88% | 4.89% | |
| Breckinridge Interm Taxable Muni Bond | 9.13% | 8.74% | Harris Inv Mgt Municipal Bond Inst | 5.84% | 5.51% | |
| Belle Haven Muni PLUS | 9.03% | 8.43% | Newgate Municipal Income | 5.67% | 4.84% | |
| US SA Muni National Long | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| First Trust FTA Muni Closed-End Fund | 16.76% | 15.20% | STW Fixed Income Mgt Tax-Aware Value | 7.74% | 7.54% | |
| STW Fixed Income Mgt Tax-Aware Value | 15.54% | 15.36% | Duff & Phelps Tax Exempt Municipal Bond | 6.19% | 5.89% | |
| Municipal Fixed Income | 11.81% | 11.43% | McDonnell Investment Mgt Muni Bond Med | 6.06% | 5.64% | |
| Duff & Phelps Tax Exempt Municipal Bond | 11.72% | 11.39% | IR&M Long Muni | 5.94% | 5.61% | |
| IR&M Long Muni | 11.65% | 11.27% | Municipal Fixed Income | 5.85% | 5.48% | |
| McDonnell Investment Mgt Muni Bond Med | 11.60% | 11.13% | Sage Core Municipal Fixed Income | 5.42% | 5.01% | |
| Sage Core Municipal Fixed Income | 11.20% | 10.79% | Green Inv Mgt Guardian Tax Free | 4.28% | 2.87% | |
| Green Inv Mgt Guardian Tax Free | 9.46% | 8.64% | ||||
| US SA Muni Short | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Standish Municipal/ Tax-Sensitive | 8.27% | 8.02% | Thornburg Limited Term Muni Strategy | 5.46% | 4.71% | |
| Thornburg Limited Term Muni Strategy | 7.42% | 7.00% | Sterling Intermediate Muni Fixed Income | 5.34% | 5.07% | |
| Sterling Intermediate Muni Fixed Income | 7.17% | 6.92% | Standish Municipal/ Tax-Sensitive | 5.33% | 5.07% | |
| Lazard U.S. Tax Exempt Opportunities | 5.36% | 5.04% | Lazard U.S. Tax Exempt Opportunities | 5.16% | 4.85% | |
| Boyd Watterson Intermediate Muni | 5.31% | 5.31% | Lazard U.S. Tax Exempt | 4.93% | 4.53% | |
| Mitchell MCM Tax-Exempt Bond | 4.74% | 4.38% | Mitchell MCM Tax-Exempt Bond | 4.60% | 4.20% | |
| Lazard U.S. Tax Exempt | 4.73% | 4.32% | Boyd Watterson Intermediate Muni | 4.51% | 4.08% | |
| Advisors Conservative Tax-Exempt | 4.41% | 3.53% | Dana Municipal Bond | 4.28% | 3.89% | |
| Dana Municipal Bond | 4.33% | 4.07% | Advisors Conservative Tax-Exempt | 4.10% | 3.54% | |
| Breckinridge Short Term Tax-Exempt Muni | 3.98% | 3.61% | IR&M Short Muni | 4.05% | 3.80% | |
| US SA Natural Res | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| OFII Commodities Strategy I | -1.33% | -2.04% | Tradewinds Global Natural Resources | 6.60% | 5.60% | |
| RS Global Natural Resources | -6.00% | -7.33% | RS Global Natural Resources | 5.58% | 4.07% | |
| PIMCO Commodity Real Return | -6.86% | -7.54% | PIMCO Commodity Real Return | 3.16% | 2.40% | |
| PIMCO Commodity Plus | -13.58% | -14.09% | City of London Natural Resources | 1.42% | 0.15% | |
| Tradewinds Global Natural Resources | -22.13% | -22.87% | Newgate Global Resources | 1.20% | 0.28% | |
| Newgate Global Resources | -24.41% | -25.48% | PIMCO Commodity Plus | -0.89% | -1.37% | |
| City of London Natural Resources | -36.81% | -37.64% | OFII Commodities Strategy I | -7.22% | -7.97% | |
| US SA Pacific/Asia ex-Japan Stk | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Pyrford Pacific Basin ex Japan Equity | -2.83% | -3.30% | Glovista Global Emging Market Equities | 15.79% | 14.70% | |
| MFS Asia Pacific ex Japan | -11.23% | -11.99% | Pyrford Pacific Basin ex Japan Equity | 8.81% | 8.36% | |
| Horizon Asia Institutional | -11.86% | -12.74% | Havenport (Developed Asia) - Composite | 7.39% | 7.17% | |
| MFS Asia ex Japan Equity | -12.50% | -13.24% | Newton Capital Mgt Pacific Bas ex Jap Eq | 4.81% | 4.03% | |
| PGI Asia ex-Japan Equity | -12.84% | -13.14% | Absolute Asia Develpd (Relative Rtn) Eq | 4.45% | 3.89% | |
| Barings Pacific ex Japan Equity | -15.69% | -16.08% | MFS Asia ex Japan Equity | 4.05% | 3.17% | |
| Morgan Stanley Asian Eq ex-Japan | -16.05% | -16.73% | MFS Asia Pacific ex Japan | 3.96% | 3.07% | |
| Newton Capital Mgt Pacific Bas ex Jap Eq | -17.50% | -18.08% | Absolute Greater China (Relative Rtn) Eq | 3.80% | 2.72% | |
| Putnam Inv Asia Pac ex Japan | -18.35% | -19.18% | PGI Asia ex-Japan Equity | 3.73% | 3.23% | |
| Absolute Emging Asia (Relative Rtn) Eq | -18.41% | -18.80% | Barings Pacific ex Japan Equity | 3.57% | 3.10% | |
| US SA Real Estate | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| JPMorgan Special Situation Prop | 23.56% | 21.51% | Brookfield US Value Income REIT | 4.36% | 3.75% | |
| JPMorgan Strat Property Fund | 15.96% | 14.82% | AEW U.S. Long/Short REIT Strategy | 3.79% | 2.30% | |
| AEW U.S. Long/Short REIT Strategy | 14.04% | 12.33% | Uniplan REIT Portfolio | 3.67% | 1.38% | |
| PRREF Composite | 13.93% | 12.63% | AEW U.S. Focus REIT Strategy | 2.56% | 1.77% | |
| AEW U.S. Focus REIT Strategy | 13.35% | 12.04% | Neuberger Berman REIT | 1.95% | 1.18% | |
| Heitman Real Estate Secs Concen Strat | 12.92% | 11.97% | Smith Asset Mgt LP REIT/Income | 1.66% | 0.65% | |
| American Century US Real Estate Security | 12.88% | 11.63% | Heitman Real Estate Secs Concen Strat | 1.05% | 0.33% | |
| Heitman Real Estate Secs Separate Acct | 12.06% | 11.23% | Real Estate Mgt Svcs Real Est Val Port | 0.90% | 0.37% | |
| Uniplan REIT Portfolio | 11.87% | 9.64% | JPMorgan Strat Property Fund | 0.84% | 0.15% | |
| Delaware U.S. Real Estate Securities | 11.75% | 10.95% | Cornerstone U.S. REIT Total Return | 0.76% | -0.04% | |
| US SA Short Government | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| FFTW Mortgage | 10.12% | 9.85% | FFTW Mortgage Alpha | 8.38% | 7.92% | |
| FFTW Mortgage Alpha | 7.85% | 7.32% | JPMorgan MBS Bond (Columbus) | 8.12% | 7.86% | |
| JPMorgan MBS Bond (Columbus) | 6.84% | 6.57% | FFTW Mortgage | 8.01% | 7.80% | |
| Redstone Short-Intermediate Comp | 6.41% | 6.15% | TCW Mortgage-Backed Securities | 7.53% | 7.21% | |
| M.D. Sass Svcs 3-Year FI | 6.39% | 6.06% | PIMCO Mortgage Constrained | 6.91% | 6.73% | |
| Eagle Government Securities Inst | 6.37% | 5.90% | M.D. Sass Svcs 3-Year FI | 6.49% | 6.12% | |
| PIMCO Mortgage Constrained | 6.29% | 6.12% | Eagle Government Securities Inst | 6.44% | 6.04% | |
| Victory Inst'l Mortgage Backed Secs | 6.23% | 5.86% | Breckinridge Short Term Taxable Bond | 5.88% | 5.45% | |
| JKMAM Index Int Gov/Cred Comp | 5.91% | 5.83% | Redstone Short-Intermediate Comp | 5.55% | 5.33% | |
| TCW Mortgage-Backed Securities | 4.57% | 4.25% | WHV Short-to-Intermediate | 5.04% | 4.65% | |
| US SA Short-Term Bond | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Waddell & Reed Core Fixed Income | 7.83% | 7.51% | TCW MetWest Opportunistic Core Plus | 10.07% | 9.62% | |
| SGI High Grade Fixed Income | 6.90% | 6.27% | PIMCO Core Plus Total Ret Full Auth | 8.25% | 7.78% | |
| JPMorgan Interm Bond Style | 6.69% | 6.29% | PIMCO Mode Dur Core Plus Full Authority | 7.71% | 7.26% | |
| Standish Intermediate Insurance | 6.55% | 6.43% | Boyd Watterson Intermediate Plus | 7.44% | 7.19% | |
| 3D Fixed Income ETF Portfolio - Tax Mgd. | 6.45% | 5.18% | Jennison Active Intermediate | 7.38% | 7.26% | |
| Jennison Active Intermediate | 6.38% | 6.26% | SGI High Grade Fixed Income | 7.23% | 6.77% | |
| Chandler Intermediate Bond | 6.28% | 6.07% | PIMCO Mortgage Unconstrained | 7.15% | 6.64% | |
| PIMCO Mortgage Unconstrained | 6.26% | 5.65% | Waddell & Reed Core Fixed Income | 7.13% | 6.81% | |
| Natixis/Loomis Intermediate Gov/Credit | 6.18% | 4.63% | JPMorgan Interm Bond Style | 6.96% | 6.62% | |
| Orleans Intermediate Investment Grade FI | 6.11% | 5.78% | PIMCO Moderate Duration Core | 6.92% | 6.71% | |
| US SA Small Blend | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| 12th Street Small Cap Value | 19.64% | 18.50% | 12th Street Small Cap Value | 28.29% | 27.05% | |
| Neumeier Poma Small Cap Value | 13.03% | 11.96% | 12th Street Asset Opportunity | 23.01% | 21.87% | |
| 12th Street Asset Opportunity | 12.52% | 11.45% | NewSouth Capital Mgt NSCM Sm Cap Val Eq | 11.33% | 10.55% | |
| BirdRock Small Cap Value | 10.11% | 9.22% | Allianz US Ultra Micro Cap | 9.29% | 7.77% | |
| Steinberg AM Smid-Cap Value Equity | 9.65% | 8.73% | Morgan Dempsey Small/Micro-Cap Value | 9.17% | 8.11% | |
| Steinberg Asset Mgt Sm-Cap Val | 9.47% | 8.40% | The Boston SMID Cap Opportunistic Value | 7.37% | 6.36% | |
| The London Co. Small Cap | 6.92% | 6.39% | Silvercrest Small Cap Value | 7.36% | 6.25% | |
| NewSouth Capital Mgt NSCM Sm Cap Val Eq | 6.80% | 6.08% | Neumeier Poma Small Cap Value | 6.83% | 5.81% | |
| Kayne Anderson Rud Inv Mgt SmCap QualVal | 6.66% | 5.64% | Frontier Small Cap Value | 6.52% | 5.82% | |
| Ativo Small Cap Q-ESG | 6.10% | 5.09% | The London Co. Small Cap | 6.51% | 5.92% | |
| US SA Small Growth | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Kayne Anderson Rud Inv Mgt SmCap Sustain | 18.05% | 16.92% | Bares Capital Mgt Micro-Cap Eq | 12.27% | 10.89% | |
| Bares Capital Mgt Micro-Cap Eq | 13.04% | 11.64% | Brown Capital Small Co. Invstmnt Service | 10.63% | 9.61% | |
| Bares Capital Mgt Small-Cap | 12.24% | 10.81% | Summit Creek Emerging Growth | 9.36% | 8.33% | |
| Ranger Small Cap | 10.44% | 9.35% | Granite Small Cap Equity Composite | 8.52% | 7.46% | |
| Kayne Anderson Rud Inv Mgt Sm-Cap | 10.16% | 9.10% | Kennedy Capital Mgt Small Cap Select | 8.47% | 7.43% | |
| Summit Creek Emerging Growth | 9.62% | 8.69% | Lord Abbett & Co. Sm-Cap Gr | 8.36% | 7.27% | |
| RHJ Small Cap Ultra Growth Equity | 9.54% | 8.67% | Bares Capital Mgt Small-Cap | 7.19% | 6.21% | |
| Wasatch Small Cap Core Growth | 9.35% | 8.33% | RHJ Small Cap Ultra Growth Equity | 7.15% | 6.31% | |
| Contravisory Small Cap Portfolio | 8.55% | 7.26% | Lord Abbett & Co. Micro Cap Growth | 7.03% | 5.48% | |
| Rice Hall James Small Cap Equity | 8.54% | 7.77% | Riverbridge Small Cap Growth | 6.99% | 6.06% | |
| US SA Small Value | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| James Investment Research Small Cap | 14.72% | 13.40% | SouthernSun Small Cap | 8.17% | 7.35% | |
| River Road Independent Value | 9.43% | 8.40% | Texas First Small Cap Opportunity | 7.18% | 5.54% | |
| SouthernSun Small Cap | 7.69% | 7.08% | The Boston Small Cap Oprtnstc Val Eq Mgt | 6.97% | 5.91% | |
| Ironwood Inv Mgt Conc Small Cap Val | 5.23% | 4.18% | Gabelli Asset Mgt Sm-Cap Val | 6.83% | 6.23% | |
| ClariVest Small Cap Value | 4.56% | 3.71% | Delafield Concentrated Value | 5.78% | 4.81% | |
| Cove Classic Value Small Cap | 4.31% | 3.57% | Manley Small Cap Value | 5.40% | 4.55% | |
| Allianz NFJ Small Cap Val | 4.13% | 3.10% | Piermont Small Cap Value Composite | 5.32% | 4.37% | |
| Snow Capital Mgt Small Cap Value Eq | 3.25% | 2.26% | Natixis/Vaughan Nelson Small Cap Value | 5.24% | 2.33% | |
| MDT Sm-Cap Val | 2.72% | 1.70% | Cambiar Small Cap Value Equity | 5.05% | 3.99% | |
| Victory Cap Mgt Small Cap Value | 2.69% | 1.67% | Allianz NFJ Small Cap Val | 4.69% | 3.67% | |
| US SA Ultrashort Bond | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Pyramis Leveraged Loans Composite | 3.07% | 2.56% | Taxable 1-3 Year Fixed Income | 4.27% | 4.06% | |
| Dana Limited Volatility | 2.07% | 1.85% | Dana Limited Volatility | 4.05% | 3.70% | |
| Taxable 1-3 Year Fixed Income | 1.76% | 1.56% | StableRiver Ultra Short | 3.48% | 3.23% | |
| TCW MetWest AlphaTrak | 1.39% | 1.19% | PIMCO Short Term | 3.33% | 2.95% | |
| Advantus Short Duration Fixed Income | 1.25% | 1.06% | Logan Circle STAMP Cash Plus | 3.32% | 3.22% | |
| ZLCM InterCap-Enh Cash | 1.23% | 0.91% | Advantus Short Duration Fixed Income | 3.31% | 3.14% | |
| FFTW Enhanced Cash | 1.16% | 0.22% | MIAM Enhanced Cash | 3.20% | 2.94% | |
| Boyd Watterson Enhanced Cash | 1.05% | 1.05% | Federated Active Cash Moderate FI Compst | 3.01% | 2.70% | |
| TCW MetWest Ultra Short Bonds | 0.99% | 0.82% | FFTW Enhanced Cash | 2.97% | 2.53% | |
| Federated Active Cash Broad FI Composite | 0.88% | 0.58% | Federated Active Cash Broad FI Composite | 2.95% | 2.63% | |
| US SA World Allocation | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Nuveen Intelligent Risk–Moderate | 9.01% | 7.94% | Metropolitan Tactical Growth | 10.77% | 7.96% | |
| Zevin Global Appreciation with Income | 8.00% | 7.35% | Metropolitan Tactical Moderate | 9.65% | 6.87% | |
| Copeland Dividend Growth Balanced | 6.43% | 5.42% | CoreStates 20/20 Global Vision Tactical | 9.24% | 8.13% | |
| Sterling Tactical Rotation Strategy | 5.77% | 5.08% | Shell Asymmetry R15 | 7.69% | 5.53% | |
| Pyrford Absolute Return | 4.92% | 4.53% | Zevin Global Appreciation with Income | 7.30% | 6.69% | |
| Brandes Enhanced Income | 4.85% | 4.37% | PIMCO All Asset Strategy | 6.56% | 5.59% | |
| SRCM Income & Preservation Portfolio | 4.17% | 3.14% | Cougar Global MAR 6 | 6.00% | 3.85% | |
| Riverfront AA Conservative Gr and Inc | 3.72% | 2.19% | Pyrford Absolute Return | 5.75% | 5.34% | |
| PIMCO All Asset Strategy | 3.34% | 2.42% | Federated Alternative Bear Global FI | 5.45% | 4.30% | |
| Metropolitan Tactical Growth | 3.10% | 0.40% | LCM Globally Diversified | 5.22% | 3.86% | |
| US SA World Bond | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| PIMCO Global Government Unhedged | 9.93% | 9.57% | Strategic Non-Dollar Bond Fund | 15.93% | 15.93% | |
| Strategic Non-Dollar Bond Fund | 9.64% | 9.64% | Franklin Templeton Global Bond Plus | 10.29% | 9.09% | |
| Brandywine Global Opportunistic Fxd Inc | 8.62% | 8.15% | Strategic Global Ex Japan Bond Fund | 10.19% | 10.19% | |
| Strategic Global Ex Japan Bond Fund | 8.42% | 8.42% | Mondrian Inv Intl Fixed Unhedged | 9.76% | 9.27% | |
| Wellington Global Bond Unhedged | 8.20% | 7.82% | Standish EMD – Local Currency | 9.61% | 9.16% | |
| PIMCO Global Aggregate Hedged | 8.05% | 7.66% | Mondrian Inv Glbl Fix-Inc | 9.47% | 9.00% | |
| JKMilne Global Strategy | 7.99% | 7.71% | Brandywine Global Fixed Income | 9.00% | 8.46% | |
| Wellington Global Aggregate | 7.82% | 7.45% | Wellington Global Bond Unhedged | 8.88% | 8.52% | |
| Brandywine Global Fixed Income | 7.61% | 7.02% | PIMCO Global Government Unhedged | 8.84% | 8.40% | |
| PIMCO Global Government Hedged | 7.46% | 7.06% | FIA International Fixed Income | 8.78% | 8.17% | |
| US SA World Stock | 1 year gross return | 1 year net return | 5 year gross return | 5 year net return | ||
| Brookfield Glbl Listed Infra Yld Long | 15.52% | 14.66% | BCM AlphaSector Global Premium IDX | 11.62% | 9.88% | |
| Franchise Partners - Global Equity | 12.22% | 11.07% | ZPR Global Equity | 10.76% | 8.75% | |
| Duff & Phelps Global Listed Infrastruct | 11.65% | 10.71% | Mittleman Global Value | 8.61% | 7.00% | |
| Brookfield Glbl Listed Infras Long-Only | 10.69% | 10.07% | Zevin Global Appreciation | 7.92% | 7.27% | |
| Zevin Global Appreciation | 8.87% | 8.26% | Tradewinds Multi-Cap Opportunities | 7.81% | 6.95% | |
| Epoch Global Eq Shareholder Yield | 7.08% | 6.71% | Tradewinds Global All Cap | 7.72% | 6.93% | |
| Sparrow World Total Return | 6.92% | 5.40% | Putnam Total Return | 7.07% | 6.08% | |
| Neuberger Berman Equity Income | 6.72% | 5.67% | Tradewinds All Cap | 7.06% | 6.21% | |
| Putnam Total Return | 4.81% | 3.75% | Tradewinds Small/Mid Cap Value Equity | 7.02% | 6.12% | |
| CapGuard/Intl Absolute Income Grower | 4.11% | 3.39% | Franchise Partners - Global Equity | 6.87% | 5.85% | |
| Source: Morningstar Inc. | ||||||
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