Skip to main content
MENU
Subscribe
  • Sign Up Free
  • LOGIN
  • Subscribe
  • Topics
    • Alternatives
    • Consultants
    • Coronavirus
    • Courts
    • Defined Contribution
    • ESG
    • ETFs
    • Face to Face
    • Hedge Funds
    • Industry Voices
    • Investing
    • Money Management
    • Opinion
    • Partner Content
    • Pension Funds
    • Private Equity
    • Real Estate
    • Russia-Ukraine War
    • SECURE 2.0
    • Special Reports
    • White Papers
  • Rankings & Awards
    • 1,000 Largest Retirement Plans
    • Top-Performing Managers
    • Largest Money Managers
    • DC Money Managers
    • DC Record Keepers
    • Largest Hedge Fund Managers
    • World's Largest Retirement Funds
    • Best Places to Work in Money Management
    • Excellence & Innovation Awards
    • WPS Innovation Awards
    • Eddy Awards
  • ETFs
    • Latest ETF News
    • Fund Screener
    • Education Center
    • Equities
    • Fixed Income
    • Commodities
    • Actively Managed
    • Alternatives
    • ESG Rated
  • ESG
    • Latest ESG News
    • The Institutional Investor’s Guide to ESG Investing
    • ESG Sustainability - Gaining Momentum
    • Climate Change: The Inescapable Opportunity
    • Impact Investing
    • 2022 ESG Investing Conference
    • ESG Rated ETFs
  • Defined Contribution
    • Latest DC News
    • DC Money Manager Rankings
    • DC Record Keeper Rankings
    • Innovations in DC
    • Trends in DC: Focus on Retirement Income
    • 2022 Defined Contribution East Conference
    • 2022 DC Investment Lineup Conference
  • Searches & Hires
    • Latest Searches & Hires News
    • Searches & Hires Database
    • RFPs
  • Performance Data
    • P&I Research Center
    • Earnings Tracker
    • Endowment Returns Tracker
    • Corporate Pension Contribution Tracker
    • Pension Fund Returns Tracker
    • Pension Risk Transfer Database
    • Future of Investments Research Series
    • Charts & Infographics
    • Polls
  • Careers
  • Events
    • View All Conferences
    • View All Webinars
    • 2023 Defined Contribution East
    • 2023 ESG Investing
Breadcrumb
  1. Home
  2. INTERACTIVE
February 20, 2012 12:00 AM

Top performing managers by category: separate accounts

Data are for periods ended Dec. 31, 2011.

  • Tweet
  • Share
  • Share
  • Email
  • More
    Reprints Print

    US SA Aggressive Allocation1 year gross return1 year net return 5 year gross return5 year net return
    Fiduciary Asset Mgt Balanced5.84%5.63%  Granite All Cap Equity6.45%5.55%
    Rothschild U.S Balanced5.61%4.71%  WBI Absolute Return Dividend Income4.60%2.82%
    Vaughan Nelson Select4.84%3.84%  Horizon Focused ETF Portfolio4.39%2.34%
    Horizon Growth ETF Portfolio3.87%1.86%  TAG Aggressive ETF Portfolio4.36%1.72%
    TCIA Balanced Opportunity3.17%1.98%  Horizon Growth ETF Portfolio4.15%2.09%
    Horizon Focused ETF Portfolio2.71%0.72%  Rothschild U.S Balanced3.99%3.11%
    Dana Balanced Strategy1.69%1.12%  Efficient Market 20 Plus Yrs Aggressive3.28%2.48%
    WBI Absolute Return Dividend Income0.91%-0.82%  Horizon Growth Portfolio3.28%1.24%
    SignalPoint Domestic Signal0.38%-0.29%  Horizon Focused Portfolio2.84%0.81%
    Efficient Market 20 Plus Years Consvt0.03%-0.46%  Efficient Market 20 Plus Years Moderate2.66%1.80%
     
     
    US SA Conservative Allocation1 year gross return1 year net return 5 year gross return5 year net return
    Caprin Managed Muni ETF14.80%14.54%  SFS Proactive Income Strategies7.66%7.02%
    Invesco Premia Plus11.81%11.32%  SFS Proactive Conservative Growth6.51%5.88%
    Nuveen Intelligent Risk–Conservative10.73%9.77%  Horizon Conservation Plus Portfolio5.98%3.89%
    Caprin Managed Tactical Blend ETF10.72%10.46%  Westwood Mgmt Corp. Inc Opportunity5.91%5.32%
    SignalPoint CU Income Plus9.75%8.65%  WBI Absolute Return Balanced Plus5.47%3.98%
    Westwood Mgmt Corp. Inc Opportunity8.03%7.37%  RNC Genter FI Blend II 25% Bracket5.37%4.90%
    RNC Genter FI Blend I 28% Bracket7.49%6.96%  Efficient Market Taking Income-Consvt5.30%4.25%
    RNC Genter FI Blend II 25% Bracket7.43%6.92%  RNC Genter Fixed Income AMT Blend5.15%4.65%
    Wela Own Your Age (OYA)- 807.43%6.90%  RNC Genter FI Blend I 28% Bracket5.12%4.66%
    Champion CR Fixed Income Non Qualified7.31%6.25%  Efficient Market Taking Income-Moderate5.11%3.79%
     
     
    US SA Convertibles1 year gross return1 year net return 5 year gross return5 year net return
    Laffer Investments Convertible Inc Strat3.18%2.16%  Wellesley Invstm Convertibles SA8.72%7.92%
    Wellesley Invstm Convertibles SA2.31%1.54%  Shenkman Capital Mgt Convertible Comp7.77%7.00%
    Shenkman Capital Mgt Convertible Comp1.17%0.42%  Allianz Convertibles7.14%6.67%
    Gabelli Asset Mgt Convert-0.05%-0.98%  Nicholas Inv - Convertibles6.89%6.10%
    Laffer Investments Convertible Strategy-0.36%-1.35%  Calamos Global Convertible Composite5.26%4.56%
    IR&M Inv. Grade Convertible-0.76%-1.17%  Gabelli Asset Mgt Convert5.01%3.80%
    Calamos Global Convertible Composite-0.93%-1.57%  SSI Outright Inv Grade Convert Strat4.91%4.29%
    Allianz Convertibles-1.74%-2.10%  Delaware - Convertibles4.49%3.84%
    PIMCO Convertible-2.07%-2.74%  PIMCO Convertible3.85%3.17%
    Calamos Instl Convertible Composite-3.13%-3.57%  IR&M Inv. Grade Convertible3.84%3.42%
     
     
    US SA Currency1 year gross return1 year net return 5 year gross return5 year net return
    PIMCO Non US Unhedged9.42%8.90%  PIMCO Non US Unhedged9.72%9.28%
    Mellon Cap 2% Active Currency0.52%0.27%  Lazard Emerging Income4.76%3.26%
    JPMorgan U.S FI DollarLiquidity0.28%0.07%  FFTW Currency Alpha3.21%2.65%
    FFTW Currency Alpha-0.88%-1.46%  JPMorgan U.S FI DollarLiquidity2.08%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 Mkts1 year gross return1 year net return 5 year gross return5 year net return
    Boyd Watterson International Equity-9.78%-10.28%  Westwood Global Emerging Mkts Composite10.22%9.27%
    ClariVest Emerging Markets-10.75%-11.59%  LSV Asset Mgt Emg Mkts Val Eq7.92%6.89%
    Burgundy Emerging Markets-10.85%-10.85%  ClariVest Emerging Markets7.53%6.47%
    Mondrian Inv Focused Emrg Markets-10.95%-11.72%  OFII Emerging Markets Equity6.87%5.85%
    Mondrian Inv Emg Mkts Eq-11.13%-12.11%  Berkeley Street Emerging Markets Equity6.66%5.22%
    Westwood Global Emerging Mkts Composite-11.62%-12.43%  Mondrian Inv Emg Mkts Eq6.62%5.52%
    WGI Specialized Emerging Mkts Composite-11.88%-12.32%  DCM Emerging Markets Equity6.27%5.20%
    LA Capital Emerging Markets Equity-12.38%-13.18%  Fisher Emerging Markets Equity6.16%5.58%
    Wasatch Emerging Markets SmllCap SA-12.38%-13.77%  Brandes Emerging Markets Equity5.56%4.59%
    Baillie Gifford Overseas Emg Mkt Lead Co-13.23%-13.96%  Mondrian Inv Focused Emrg Markets5.33%4.37%
     
     
    US SA Diversified Pacific/Asia1 year gross return1 year net return 5 year gross return5 year net return
    ZPR All Asian-5.49%-7.03%  ZPR All Asian20.00%17.78%
    Pyrford Intl Plc Asia Pacific Equity-5.71%-6.16%  Pyrford Intl Plc Asia Pacific Equity4.12%3.70%
    Templeton Asia Pacific Eq-8.69%-9.05%  Templeton Asia Pacific Eq2.70%2.28%
    Oberweis Asia Opport-13.87%-15.11%  Sit Inv Pac Basin0.47%-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 Bond1 year gross return1 year net return 5 year gross return5 year net return
    Standish EMD – US Dollar8.87%8.42%  Logan Circle Emerging Markets Debt11.58%11.04%
    Pictet Asset Mgt Emerging Markets Debt8.67%8.67%  TCW Emerging Markets Fixed Income11.57%10.87%
    Morgan Stanley Emg Mkt Dbt Strat8.63%7.33%  Mondrian Inv Emerging Markets Debt11.10%10.24%
    Wellington Emerging Markets Debt8.61%7.97%  Stone Harbor Emerging Mkts Dbt Lcl Ccy10.98%10.38%
    Federated Emerging Markets Debt7.71%7.09%  Wellington Emerging Markets Debt10.90%10.28%
    PIMCO Emerging Markets7.63%7.24%  DCM - Emerging Markets Debt10.43%9.77%
    MFS Emerging Markets Debt7.10%6.46%  MFS Emerging Markets Debt9.99%9.38%
    Pyramis Emerging Market Debt Composite6.99%6.30%  Columbia Emerging Markets Fixed Income9.82%8.93%
    Columbia Emerging Markets Fixed Income6.94%6.32%  Pictet Asset Mgt Emerging Markets Debt9.82%9.73%
    JPMorgan Emg Mkts Debt6.78%6.11%  Stone Harbor Emerging Markets Debt9.69%9.29%
     
     
    US SA Equity Energy1 year gross return1 year net return 5 year gross return5 year net return
    Invesco Master Limited Partnership20.08%18.90%  Invesco Master Limited Partnership18.81%17.65%
    Energy Infrastructure and MLP Inc Strat19.34%17.45%  Salient MLP Separate Accounts18.49%18.42%
    Salient MLP Separate Accounts18.66%17.54%  Tortoise Midstream MLP Separate Accounts15.26%14.18%
    Westwood Mgt Corp. MLP Infrastr. Renewal18.34%18.14%  Eagle Global Advisors MLP Composite14.75%13.39%
    Tortoise Midstream MLP Separate Accounts16.93%16.06%  TCIA Equity Yield Focus14.33%13.06%
    Fiduciary Asset Mgt MLP & Energy Infra16.92%15.88%  Fiduciary Asset Mgt Master Ltd Prtnrshps13.99%12.95%
    Miller/Howard MLP Strategy15.77%12.39%  Westwood Mgt Corp. MLP Infrastr. Renewal13.61%13.39%
    TCIA Equity Yield Focus15.39%13.49%  Mitchell Long Only Value9.91%9.32%
    Fiduciary Asset Mgt Master Ltd Prtnrshps14.53%13.68%  Orleans Energy Opportunities7.56%6.93%
    Eagle Global Advisors MLP Composite13.65%12.26%
     
     
    US SA Europe Stock1 year gross return1 year net return 5 year gross return5 year net return
    Pyrford European Equity2.96%2.44%  Burgundy European Equity Composite2.01%1.08%
    Burgundy European Equity Composite2.40%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 Blend1 year gross return1 year net return 5 year gross return5 year net return
    Analytic Investors Global Low Volatility3.49%3.24%  Ativo International ADR5.56%3.33%
    Burgundy EAFE Composite-0.63%-1.27%  EARNEST International Equity3.85%3.01%
    Mondrian Inv Intl Eq-3.24%-3.66%  Lazard Emerging Mrkts Discounted Assets3.79%3.32%
    Jarislowsky Fraser International Equity-3.51%-3.51%  Burgundy EAFE Composite1.49%0.72%
    Mondrian Inv Labor Select Intl Eq-3.71%-4.34%  Scout International Equity ADR1.03%0.24%
    Mondrian Inv Focused International Eq-4.17%-4.80%  Northern Cross EAFE Eq0.88%0.27%
    Mondrian Inv All Countries World ex US-4.68%-5.33%  Champion CR Global Macro Emerg Mkt Core0.84%-0.16%
    Neuberger Berman International Large Cap-4.75%-5.56%  Herzfeld Foreign Closed-End0.79%-0.45%
    CapGuard/Intl EM Total Opportunities-5.74%-6.68%  Cambiar Intl Eq ADR0.73%-0.33%
    SGA International Large Cap Core Equity-6.38%-7.33%  Fisher All Foreign Equity Growth0.70%0.00%
     
     
    US SA Foreign Large Growth1 year gross return1 year net return 5 year gross return5 year net return
    Martin Inv Mgt Tortue Capital-1.28%-2.23%  Calamos International Growth Composite4.07%3.04%
    Matterhorn International Equity-1.79%-2.61%  WHV Global Equity3.92%2.90%
    Calamos International Growth Composite-3.98%-4.98%  WHV International Equity3.70%2.67%
    Baillie Gifford Overseas Global Alpha-6.12%-6.73%  Matterhorn International Equity3.04%2.16%
    Invesco International Growth-6.29%-7.04%  Johnston Asset Mgt Corp. Intl Eq2.59%1.87%
    Calamos Emerging Economies Composite-6.74%-7.82%  Turner Inv International Growth Equity2.05%0.95%
    OFII International Equity-6.75%-7.42%  Harding Loevner Intl Eq1.76%1.07%
    Barings Active/Passive Alpha Tilt-6.80%-7.12%  Baillie Gifford Overseas ACWI xUS Alpha1.69%1.08%
    Johnston Asset Mgt Corp. Intl Eq-6.99%-7.63%  Walter Scott Int'l (EAFE) Equity1.20%1.13%
    Wellington Global Diversified Growth-7.21%-7.91%  MFS International Growth Equity1.03%0.28%
     
     
    US SA Foreign Large Value1 year gross return1 year net return 5 year gross return5 year net return
    Newton Capital Mgt Global Higher Income3.77%3.04%  BCM AlphaSector Int'l Premium IDX10.26%8.53%
    Perkins Global Value3.08%2.44%  Green Inv Mgt Guardian Country3.24%1.98%
    MFS International Value CIT-0.45%-0.57%  Newton Capital Mgt Global Higher Income3.01%2.30%
    MFS International Val Eq-0.66%-1.40%  Perkins Global Value2.00%1.22%
    Pyrford International Equity-1.75%-2.23%  Forward Intl Dividend Institutional1.26%0.56%
    Logan International ADR-1.80%-1.90%  Sanderson Asset Mgt Intl Val Eq0.96%-0.06%
    Wellington Global Perspectives-4.32%-5.19%  Renaissance International0.95%0.41%
    Lazard International Equity Select ADR-4.81%-5.43%  Pyrford International Equity0.90%0.43%
    Lazard Intl Equity ex-Emerging Markets-5.12%-5.50%  MFS International Val Eq0.89%0.19%
    Robeco Boston Partners Intl Equity-6.20%-6.89%  QA International Equity0.73%-0.33%
     
     
    US SA Foreign Small/Mid Growth1 year gross return1 year net return 5 year gross return5 year net return
    Piermont Small Cap Growth Composite2.81%1.90%  Harding Loevner Intl Small Co4.13%2.95%
    SGA Intl Small-Mid Cap Core Equity-5.40%-6.80%  Mondrian Inv Intl Sm-Cap Eq3.95%3.34%
    Mondrian Inv Intl Sm-Cap Eq-8.04%-8.70%  Franklin Intl Small Cap Growth Equity2.67%1.64%
    Munder Capital Mgt Int Small Cap-10.29%-11.08%  Navellier International Select Portfolio2.45%1.24%
    PGI International Small-Cap Equity-10.41%-10.93%  Wasatch International Small Cap Growth2.44%1.20%
    William Blair Intl Small Cap Growth-10.44%-11.34%  Oberweis China Opportunities1.44%-0.12%
    Wasatch International Small Cap Growth-11.41%-12.45%  UBS Global ex US Small Cap Growth1.39%0.17%
    Harding Loevner Intl Small Co-11.57%-12.49%  Ativo International Composite0.91%-1.23%
    Navellier International Select Portfolio-11.93%-13.06%  William Blair Intl Small Cap Growth0.60%-0.39%
    Oberweis Intl Opportunities-13.06%-13.94%  Allianz International Small Cap Growth0.46%-0.23%
     
     
    US SA Foreign Small/Mid Value1 year gross return1 year net return 5 year gross return5 year net return
    First Eagle International Value Equity-4.51%-5.21%  First Eagle International Value Equity4.30%4.00%
    SGA International Small Cap Core Equity-5.07%-6.53%  Templeton Intl Sm Cap Eq3.46%3.09%
    RBC GAM International Equity SA-10.72%-11.50%  Brandes International Small Cap Eq0.91%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 Estate1 year gross return1 year net return
    Morgan Stanley Glbl Infrastructure Sec13.87%12.60%
    Heitman Global Diversified Strategy2.53%1.76%
    Heitman Global Focused Strategy2.42%1.59%
    Forum Securities Global Liquid Core2.27%2.07%
    Duff&Phelps Glbl Real Estate Securities1.96%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 Bond1 year gross return1 year net return 5 year gross return5 year net return
    Brandywine Global Credit Opportunities20.46%18.41%  Clark Navigator Fixed Income TR13.18%12.23%
    GW&K Municipal Enhanced Yield Strategy13.90%12.78%  Braver Tactical High Yield Bond12.92%11.81%
    Pyramis High Yield CMBS Composite9.51%8.70%  AXA Inv Mgrs High Yld9.56%8.97%
    Brandywine High Yield9.19%8.50%  Neuberger Berman Full Market High Yield9.34%8.74%
    CMG Managed High Yield Bond8.57%5.94%  Pacific Income High Yield9.23%8.67%
    Cincinnati Asset Mgt Broad Mkt8.27%7.87%  AEGON High Yield Fixed Income9.16%8.83%
    Fountain Total Return High Yield8.25%7.70%  Logan Circle High Yield Mid Grade9.05%8.57%
    Wela Agg Yield7.34%6.80%  Columbia High Yield Fixed Income8.93%8.39%
    KDP Asset Mgt Defensive High Yield7.17%6.82%  Wellington High Yield Bond8.84%8.30%
    Columbia High Yield Fixed Income7.14%6.61%  Seix High Yield Unconstrained8.58%8.04%
     
     
    US SA Inflation-Protected Bond1 year gross return1 year net return 5 year gross return5 year net return
    PIMCO Real Ret Asset Long Duration22.83%22.20%  PIMCO Real Ret Asset Long Duration11.14%10.53%
    FFTW Inflation Linked Bonds U.S.15.00%14.71%  PIMCO Real Return Full Authority8.80%8.23%
    Franklin Templeton US TIPS14.49%14.35%  Hartford Inv Mgt TIPS – Asset Class8.79%8.58%
    Standish US TIPS13.86%13.80%  FFTW Inflation Linked Bonds U.S.8.63%8.38%
    Hartford Inv Mgt TIPS – Asset Class13.82%13.60%  Delaware - Inflation Protected Bond8.38%7.91%
    IR&M TIPS13.73%13.61%  Standish US TIPS8.20%8.13%
    American Century US Inflation-Adjust Bd13.50%12.95%  American Century US Inflation-Adjust Bd8.19%7.63%
    FFTW Global Inflation Linked Bonds12.72%12.44%  IR&M TIPS8.11%7.99%
    PIMCO Real Return Full Authority12.24%11.69%  Franklin Templeton US TIPS8.02%7.89%
    Standish Global TIPS11.61%11.45%  Wellington TIPS7.60%7.39%
     
     
    US SA Intermediate Government1 year gross return1 year net return 5 year gross return5 year net return
    Ross Sinclaire Intermediate Municipal Bd14.59%14.31%  CS McKee Broad Government Fixed7.94%7.44%
    CS McKee Broad Government Fixed10.06%9.56%  Seix Core Government/Credit7.90%7.47%
    Seix Core Government/Credit10.04%9.60%  Ross Sinclaire Intermediate Municipal Bd7.46%7.19%
    Great Lakes Core Govmt Only Fix-Inc9.35%9.12%  M.D. Sass Svcs Core Fix-Inc7.25%6.89%
    M.D. Sass Svcs Core Fix-Inc8.50%8.18%  Logan Circle STAMP Intmt Govt/Credit7.19%6.90%
    Seix Mortgage Backed Security7.55%7.13%  Great Lakes Core Govmt Only Fix-Inc6.73%6.58%
    Putnam Mortgage Only6.61%6.35%  Logan Circle STAMP Intermediate Govt6.68%6.39%
    Logan Circle STAMP Intmt Govt/Credit6.59%6.33%  JPMorgan Interm Govt Bond Style6.56%6.28%
    Harris Inv Mgt Government Bond Inst6.49%6.18%  Putnam Mortgage Only6.47%6.18%
    Smith Breeden Mortgage Index Plus6.21%5.84%  Seix Mortgage Backed Security6.38%5.96%
     
     
    US SA Intermediate-Term Bond1 year gross return1 year net return 5 year gross return5 year net return
    Smith Affiliated Cap Core Fix-Inc11.78%11.55%  Neuberger Berman Passive Bond Indexing10.99%10.90%
    Hillswick Core Fixed Income11.59%11.34%  PIMCO Investmt Grade Corporate9.33%8.83%
    Prudential Priv Placement LP PRIVEST11.57%13.16%  Loomis Sayles Core Plus9.18%8.94%
    Neuberger Berman Passive Bond Indexing10.86%10.77%  Seix Corporate Bond Mgmt8.94%8.52%
    EARNEST Fixed Income Long Duration10.10%9.72%  DMC Core Plus8.69%8.37%
    McDonnell Investment Mgt Gov/Credit10.06%9.66%  CS McKee Government Credit Fixed8.64%8.11%
    CS McKee Government Credit Fixed9.94%9.40%  Janus Core Plus Fixed Income8.61%8.11%
    M&I Intermediate Bond9.86%9.31%  Hillswick Core Fixed Income8.54%8.19%
    Seix Corporate Bond Mgmt9.70%9.28%  Wellington Mortgage-Backed Securities8.31%8.10%
    Richmond Capital Mgt Core Govt/Corp9.49%9.19%  Jennison Active Core8.29%8.14%
     
     
    US SA Japan Stock1 year gross return1 year net return 5 year gross return5 year net return
    PGI Japanese Equity-6.54%-7.11%  Burgundy Focus Asian Composite3.75%2.89%
    Baillie Gifford Overseas Japanese Eq-7.14%-7.73%  Burgundy Asian (All Cap) Composite3.66%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 Blend1 year gross return1 year net return 5 year gross return5 year net return
    Harris Inv Mgt BMO Low Vol Alpha - Instl16.87%16.17%  BCM Premium Diversified Equity12.92%11.16%
    Analytic Investors US Low Volatility14.53%14.28%  BCM AlphaSector Premium IDX12.36%10.59%
    Franchise Partners - US Equity12.56%11.69%  BCM Diversified Equity10.62%8.89%
    GW&K Equity Dividend Plus strategy12.19%11.08%  BCM AlphaSector Rotation IDX9.23%7.51%
    Coho Relative Value10.82%10.36%  STRINGFIELD Large Cap Managed Account8.95%8.02%
    Martingale Low Volatility LargeCap Eq10.73%9.96%  PIMCO Fundamental IndexPLUS Total Return6.56%5.72%
    Sparrow Large Cap10.48%9.36%  Coho Relative Value5.84%5.37%
    Copeland Large Cap Dividend Growth10.15%9.01%  Princeton Capital Management Core Equity5.34%4.73%
    Fayez Sarofim & Co. Large Cap Core Instl9.46%9.23%  Sit Inv Dividend Growth4.86%4.10%
    Tillar-Wenstrup Core Tax Friendly9.33%7.66%  Santa Barbara Dividend Growth4.62%3.71%
     
     
    US SA Large Growth1 year gross return1 year net return 5 year gross return5 year net return
    Delaware - Select 2015.65%15.13%  Fisher US Total Return10.67%10.26%
    Wela All Growth14.01%13.72%  Heritage All Cap Growth Equity10.27%9.40%
    Sawgrass Large Cap Growth Equity9.29%8.52%  SaratogaRIM Large Cap Quality7.98%7.10%
    Heritage All Cap Growth Equity9.29%8.41%  Crescat Large Cap Composite7.60%5.89%
    Polen Large Cap Growth9.19%8.37%  Raub Brock Dividend Growth Portfolio7.57%6.54%
    Raub Brock Dividend Growth Portfolio8.98%7.90%  Wedgewood Concentrated Lg-Cap Gr7.45%6.73%
    Delaware All Cap Gr Eq8.98%8.16%  Polen Large Cap Growth7.12%6.23%
    Sawgrass Opportunistic Growth Best Ideas8.86%8.14%  Delaware All Cap Gr Eq6.93%6.16%
    Delaware Lg-Cap Gr Eq8.85%8.45%  Janus Opportunistic Growth6.92%6.24%
    GAM Growth Strategy7.77%6.91%  Sands Select Growth Equity6.89%6.33%
     
     
    US SA Large Value1 year gross return1 year net return 5 year gross return5 year net return
    PIMCO StocksPLUS Long Duration21.74%21.13%  ACR EQR Equity Quality Return7.84%7.11%
    Logan Capital Mgt Concentrated Val19.70%18.80%  TCIA Equity Growth Plus7.27%6.20%
    Miller/Howard Inc-Eq Strategy No MLPs17.39%13.96%  Manning & Napier Manning Yld Dvd-Focus6.08%5.57%
    Federated Strategic Value Dividend MA16.85%14.25%  TCW Multi-Cap Growth5.68%4.87%
    Federated Strategic Value Dividend15.85%15.07%  Leylegian Inv Mgt Eq Comp5.29%4.40%
    Bahl & Gaynor Inv Counsel Inc Gr15.66%15.24%  EIC All Cap Value Equity4.79%4.07%
    Alley Company Dividend Portfolio15.56%14.42%  Bahl & Gaynor Inv Counsel Inc Gr4.72%4.28%
    The London Co. Large Cap Core15.02%14.55%  The London Co. Large Cap Core4.57%4.06%
    Miller/Howard Inc Eq Strat15.02%11.65%  Ranger Global Income & Growth4.48%3.42%
    The London Co. Income Equity14.81%14.07%  EIC Large-Cap Value Equity4.47%2.60%
     
     
    US SA Leveraged Net Long1 year gross return1 year net return 5 year gross return5 year net return
    Martingale Low Volatility 130/30 LC Eq17.15%16.28%  JPMorgan Large Cap Core 130/303.35%2.52%
    Brandywine Divsf L/C Val Extd Eq-130/308.04%6.93%  LA Capital U.S. Large Cap Active Exten2.48%1.43%
    BRC 130/30 Concentrated Equity7.56%7.35%  Glenmede Large Cap 130/301.56%0.80%
    AQR Capital US Relaxed Constraint 407.43%7.03%  Martingale 130/30 LargeCap Growth1.18%0.42%
    Glenmede Large Cap 130/305.94%5.16%  PTI Securities & Futures Prot Idx Prog1.09%1.07%
    Martingale 130/30 LargeCap Core 5005.30%4.52%  MFS Blended Research 130/30 - US Core Eq1.09%0.22%
    AQR Capital Small Cap Relaxed Constraint5.17%3.60%  AQR Capital US Relaxed Constraint 400.64%-0.21%
    Martingale 130/30 LargeCap Growth4.08%3.30%  %%
    Analytic Aggressive Core Eq Plus (SP500)3.94%3.48%  %%
    Martingale 130/30 LargeCap Value3.93%3.15%  %%
     
     
    US SA Long Government1 year gross return1 year net return 5 year gross return5 year net return
    NISA 15+ STRIPS51.09%50.72%  TCW Securitized Opportunities20.36%19.00%
    NISA Long Dur Govt Only Consolidated49.98%49.61%  NISA 15+ STRIPS14.54%14.26%
    Hoisington Inv Mgt Macroeconomic FI Comp40.06%39.79%  NISA Long Dur Govt Only Consolidated14.39%14.11%
    Hillswick Long Duration Government33.60%33.21%  Hillswick Long Duration Government13.61%13.09%
    Jennison Active Long Government30.32%30.13%  Jennison Active Long Government12.95%12.75%
    Blackrock Long Govt Bond Idx Composite29.25%29.25%  Hoisington Inv Mgt Macroeconomic FI Comp12.63%12.41%
    Mellon Cap EB LT Gov't Bond Index Fund29.11%29.04%  Blackrock Long Govt Bond Idx Composite10.94%10.94%
    JPMorgan Long Duration Invmtt Grade Plus23.10%22.45%  Mellon Cap EB LT Gov't Bond Index Fund10.80%10.74%
    JPMorgan Long Duration Diversified Alpha22.50%22.08%  JPMorgan Long Duration Invmtt Grade Plus10.07%9.65%
    CMG System Research Treasury Bond21.82%18.83%  JPMorgan Long Duration Investment Grade9.36%9.05%
     
     
    US SA Long/Short Equity1 year gross return1 year net return 5 year gross return5 year net return
    Turner Global Medical Sciences Equity9.01%7.92%  AORDA Portfolio219.53%13.16%
    Turner Inv Financial Services Long/Short4.58%3.53%  Turner Inv Long/Short Equity6.91%4.58%
    QMA Long/Short Quantitative Core Equity4.51%3.84%  Cadence Cptl Mgt Integrity Boston Fd, LP6.90%3.95%
    Westport Absolute Total Return Strategy4.08%2.01%  Astor Long/Short Balanced Program6.19%4.31%
    AJO Dollar-Neutral Long/Short4.06%3.29%  FAM Absolute Return2.16%1.75%
    Glenmede Long Short3.96%2.67%  Epoch Global Absolute Return2.10%0.89%
    FAM Absolute Return Plus3.44%3.01%  Mellon Cap EB Equity Market Neutral Fund0.83%0.83%
    Turner Titan Equity3.14%1.92%  AJO Dollar-Neutral Long/Short0.30%-0.41%
    QCM Principal Safety2.97%1.74%  QMA Long/Short Quantitative Core Equity0.14%-0.50%
    Mellon Cap EB Equity Market Neutral Fund0.75%0.75%
     
     
    US SA Long-Term Bond1 year gross return1 year net return 5 year gross return5 year net return
    PIMCO Long Duration Treasury28.74%28.15%  Standish US Long Duration12.74%12.53%
    NISA Long Dur Gov/Credit Consolidated26.65%26.34%  PIMCO Long Duration Treasury12.32%11.79%
    Logan Circle Long Duration24.17%23.69%  PIMCO Long Term Bond Full Authority12.31%12.06%
    Advantus Long Duration Fixed Income23.79%23.51%  Logan Circle Long Duration12.17%11.75%
    NISA Long Gov/Credit23.76%23.46%  CapGuard/Intl Long Dur Gov/Credit Plus11.88%11.55%
    CapGuard/Intl Long Dur Gov/Credit Plus23.09%22.73%  Jennison Active Long Gov/Credit11.86%11.68%
    Loomis Sayles Long Duration Total Return22.79%22.58%  Delaware - Long Dur Fix-Inc11.76%11.17%
    Hartford Inv Mgt Lg Dur Cor Fix-Inc22.47%22.17%  NISA Long Dur Gov/Credit Consolidated11.74%11.47%
    Pyramis Long Duration22.24%21.91%  Harris Inv Mgt Long Duration Inst11.73%11.41%
    Jennison Active Long Gov/Credit22.16%21.92%  Baird Advisors Long Govt Credit Bond11.32%11.14%
     
     
    US SA Market Neutral1 year gross return1 year net return 5 year gross return5 year net return
    ArbitrOption Cptl Event-Driven Investing29.54%26.94%  PSI Absolute Return8.50%6.31%
    Zacks Market Neutral7.54%6.69%  Swan Defined Risk Strategy7.24%6.11%
    Turner Market Neutral Equity7.49%6.33%  Zacks Market Neutral4.75%3.77%
    American Century U.S. Eq Market Neutral7.44%5.70%  PSI Mkt Neutral4.06%1.78%
    Invesco US Market Neutral Cash7.39%7.39%  JPMorgan Res Mkt Neutral2.96%2.00%
    PSI Absolute Return6.58%4.62%  INTECH Market Neutral2.65%1.73%
    Martingale Equity Market Neutral4.50%3.46%  American Century U.S. Eq Market Neutral2.30%0.62%
    Analytic USMN Systematic Volatility4.41%3.31%  Invesco US Market Neutral Cash1.66%1.66%
    Copeland Risk Managed Dividend Growth4.35%3.36%  The Boston Multi-Alpha Mkt Neutral Eq0.50%-0.50%
    INTECH Market Neutral3.36%2.45%  Analytic USMN Systematic Volatility-1.08%-0.04%
     
     
    US SA Mid-Cap Blend1 year gross return1 year net return 5 year gross return5 year net return
    The London Co SMID11.76%11.05%  NewSouth Capital Mgt NSCM SMIDCap Val Eq10.46%9.75%
    Copeland Mid Cap Dividend Growth11.46%10.40%  Scout Mid Cap Equity9.43%8.56%
    Hahn Capital Mgt HCM Md-Cap Val Eq Comp9.53%8.49%  Westwood Mgt Corp. SMidCap Eq7.15%6.58%
    PGI Mid-Cap Equity8.80%8.28%  Hahn Capital Mgt HCM Md-Cap Val Eq Comp6.91%5.87%
    AJO Managed Volatility8.64%8.44%  Fiduciary Mgt of Milwaukee Sm-Cap Eq6.67%6.18%
    Gotham U.S. Value8.57%7.90%  Lord Abbett & Co. Small to Mid Value6.46%5.36%
    Wallick Investments Core Growth7.54%5.68%  Pyramis Small/Mid Cap Core Composite6.18%5.39%
    Fiduciary Mgt of Milwaukee Sm-Cap Eq5.61%5.13%  PGI Mid-Cap Equity5.88%5.40%
    Advisory Research Small Mid Cap Value5.55%4.54%  NewSouth Capital Mgt NSCM Mid-Cap Val Eq5.83%5.23%
    New Amsterdam Md-Cap Active Eq5.45%5.45%  GW&K Small/Mid Cap Equity Strategy5.32%4.34%
     
     
    US SA Mid-Cap Growth1 year gross return1 year net return 5 year gross return5 year net return
    Congress Asset Mgt Md-Cap Gr12.70%11.86%  Delaware - Smid-Cap Growth-Focus11.55%10.78%
    Riverbridge SMID Growth12.24%11.13%  Insight Concentrated Growth11.52%9.39%
    Chase Inv Counsel Tax Exempt Md-Cap9.12%8.56%  Riverbridge SMID Growth8.91%7.99%
    Delaware - Smid-Cap Growth-Focus9.05%8.27%  DF Dent Mid Cap Growth8.51%7.88%
    Analytic Small-Mid Cap Equity8.98%8.01%  ING Mid Cap Growth Equity8.43%7.51%
    Kayne Anderson Rud Inv Mgt SMid Cap Core8.43%7.64%  Apex SMID Growth8.32%7.28%
    RS Small/ Mid Growth Composite6.69%5.29%  Alliance US SMID Cap Growth8.24%7.35%
    The Boston Small/Mid Cap Growth6.64%5.69%  NewSouth Capital Mgt NSCM Value Opps8.04%7.25%
    Night Owl All Cap6.42%5.20%  Columbia Partners Small-Mid Growth Eqty7.89%6.83%
    Bahl & Gaynor - Mid Cap Quality Growth6.39%6.00%  Brown Capital Mgt Md-Cap Gr7.75%7.12%
     
     
    US SA Mid-Cap Value1 year gross return1 year net return 5 year gross return5 year net return
    Financial Trust Discplnd Dividend Income10.20%8.83%  Texas First Select Value10.30%8.84%
    Meritage Yield-Focus Equity Fund8.92%8.02%  SouthernSun SMID Cap Composite9.94%9.53%
    McKinley Capital U.S. Equity Income8.85%8.43%  Delafield Value Institutional9.26%-2.44%
    Runde Mid-Cap Value7.23%6.37%  Speece Thorson Mid-Cap Value Equity7.62%6.92%
    Sasco Capital, Contrarian6.96%6.43%  EIC Mid-Cap Value6.22%5.15%
    Runde Small/Mid-Cap Value6.05%5.07%  Nicholas Equity Income6.05%5.41%
    Advisory Research Mid-Cap Value5.87%4.86%  Victory Mid Cap Value Equity5.70%4.91%
    GW Capital SMID-Cap Equity5.57%4.76%  Lee Munder Capital Group Mid-Cap Value5.53%4.71%
    Speece Thorson Mid-Cap Value Equity5.37%4.72%  Robeco BP Mid-Cap Value Equity5.47%4.74%
    Uniplan High Income Total Return5.16%2.96%  Uniplan High Income Total Return5.04%2.72%
     
     
    US SA Moderate Allocation1 year gross return1 year net return 5 year gross return5 year net return
    Good Harbor U.S. Tactical Core14.37%12.91%  Good Harbor U.S. Tactical Core15.06%13.94%
    CMG Opportunistic All Asset Strategy12.86%10.15%  Hurley Capital Value Equity9.09%7.56%
    Ken Roberts Diversified Income Strategy10.85%10.40%  Janus Balanced7.10%6.51%
    Fayez Sarofim & Co. Balanced9.04%8.62%  PIMCO StocksPLUS Small Cap Total Return6.29%5.49%
    Dorsey Wright Sys Reltv Strength Cons8.17%6.76%  Montag & Caldwell Balanced5.80%5.44%
    Punch Income Composite7.76%6.76%  Harris Assoc. Equity & Income Comp5.23%4.54%
    Hurley Capital Value Equity7.54%5.98%  Garcia Hamilton Balanced4.81%4.06%
    Leylegian Inv Mgt Bal Comp6.13%5.19%  Efficient Market 11-19 Years Consvt4.75%3.72%
    AAM Mortgage Investment5.75%5.08%  Scharf Balanced4.68%3.36%
    Scharf Balanced5.44%4.19%  MAP Balanced Composite4.59%3.82%
     
     
    US SA Money Market Taxable1 year gross return1 year net return 5 year gross return5 year net return
    Harris Inv Mgt Extended Cash Inst1.68%1.48%  Harris Inv Mgt Extended Cash Inst4.01%3.85%
    Harris Inv Mgt Medium Term Cash Inst0.88%0.70%  Harris Inv Mgt Medium Term Cash Inst2.97%2.81%
    Victory Cap Mgt Struct Cash0.42%0.22%  Federated Prime Money Market2.05%1.43%
    Harris Inv Mgt Liquid Cash Inst0.39%0.21%  Victory Cap Mgt Struct Cash2.04%1.82%
    Federated Prime Money Market0.34%0.24%  Harris Inv Mgt Liquid Cash Inst1.99%1.83%
    UBS Global U.S. Money Mkt0.29%0.12%  UBS Global U.S. Money Mkt1.91%1.70%
    PIMCO Money Market0.29%0.09%  Federated Government Money Market1.76%1.17%
    Federated Government Money Market0.21%0.12%  PIMCO Money Market1.75%1.52%
     
     
    US SA Multisector Bond1 year gross return1 year net return 5 year gross return5 year net return
    Medium Quality Core Fixed Income9.44%9.01%  Delaware Multisector Fix-Inc9.14%8.59%
    Mesirow Financial Inv Mgt Gov/Credit FI8.65%8.22%  Medium Quality Core Fixed Income8.88%8.45%
    Wellington Core Bond8.59%8.27%  GW Capital Medium-grade Bond8.50%8.03%
    Goodwin Core Multi-Sector Fixed Income8.31%8.14%  TCW MetWest Core Plus Fixed Income8.19%7.88%
    Pyramis Broad Market Duration Composite8.24%7.94%  Loomis Sayles Multi-Sector Full Discretn7.93%7.58%
    Wellington Inv Grade Corporate Bond8.19%7.86%  Logan Circle Multi-Sector Fixed Income7.80%7.45%
    Goodwin Core PLUS Multi-Sector Fixed Inc8.15%7.93%  Mesirow Financial Inv Mgt Gov/Credit FI7.70%7.28%
    Loomis Sayles Multi Sector Total Return8.05%7.68%  TCW MetWest Core Fixed Income7.68%7.51%
    Community Core Fixed Income Composite7.93%7.64%  M&I Aggregate Bond7.49%7.10%
    American Century U.S. Core Fixed Income7.89%7.37%  American Century U.S. Core Fixed Income7.44%6.85%
     
     
    US SA Muni National Interm1 year gross return1 year net return 5 year gross return5 year net return
    Newgate Municipal Income16.75%15.74%  Breckinridge Interm Taxable Muni Bond7.33%6.95%
    GW&K Municipal Bond Strategy12.96%11.85%  Eaton Vance TABS Intermediate Duration6.85%6.48%
    Herzfeld Tax-Exempt Closed-End Bond12.07%11.19%  GW&K Municipal Bond Strategy6.37%5.38%
    Harris Inv Mgt Municipal Bond Inst11.91%11.56%  Belle Haven Ladder PLUS6.37%6.15%
    Eaton Vance TABS Intermediate Duration11.60%11.20%  Herzfeld Tax-Exempt Closed-End Bond6.24%5.13%
    Nuveen Intermediate-Term Municipal10.78%10.09%  Belle Haven Muni PLUS6.07%5.35%
    Thornburg Intermediate Term Muni Strat10.05%9.46%  Baird Advisors Intermediate Municipal Bd5.99%5.68%
    Delaware Interm Muni Fix-Inc9.60%9.25%  GW&K Five-Year Municipal Bond Strategy5.88%4.89%
    Breckinridge Interm Taxable Muni Bond9.13%8.74%  Harris Inv Mgt Municipal Bond Inst5.84%5.51%
    Belle Haven Muni PLUS9.03%8.43%  Newgate Municipal Income5.67%4.84%
     
     
    US SA Muni National Long1 year gross return1 year net return 5 year gross return5 year net return
    First Trust FTA Muni Closed-End Fund16.76%15.20%  STW Fixed Income Mgt Tax-Aware Value7.74%7.54%
    STW Fixed Income Mgt Tax-Aware Value15.54%15.36%  Duff & Phelps Tax Exempt Municipal Bond6.19%5.89%
    Municipal Fixed Income11.81%11.43%  McDonnell Investment Mgt Muni Bond Med6.06%5.64%
    Duff & Phelps Tax Exempt Municipal Bond11.72%11.39%  IR&M Long Muni5.94%5.61%
    IR&M Long Muni11.65%11.27%  Municipal Fixed Income5.85%5.48%
    McDonnell Investment Mgt Muni Bond Med11.60%11.13%  Sage Core Municipal Fixed Income5.42%5.01%
    Sage Core Municipal Fixed Income11.20%10.79%  Green Inv Mgt Guardian Tax Free4.28%2.87%
    Green Inv Mgt Guardian Tax Free9.46%8.64%
     
     
    US SA Muni Short1 year gross return1 year net return 5 year gross return5 year net return
    Standish Municipal/ Tax-Sensitive8.27%8.02%  Thornburg Limited Term Muni Strategy5.46%4.71%
    Thornburg Limited Term Muni Strategy7.42%7.00%  Sterling Intermediate Muni Fixed Income5.34%5.07%
    Sterling Intermediate Muni Fixed Income7.17%6.92%  Standish Municipal/ Tax-Sensitive5.33%5.07%
    Lazard U.S. Tax Exempt Opportunities5.36%5.04%  Lazard U.S. Tax Exempt Opportunities5.16%4.85%
    Boyd Watterson Intermediate Muni5.31%5.31%  Lazard U.S. Tax Exempt4.93%4.53%
    Mitchell MCM Tax-Exempt Bond4.74%4.38%  Mitchell MCM Tax-Exempt Bond4.60%4.20%
    Lazard U.S. Tax Exempt4.73%4.32%  Boyd Watterson Intermediate Muni4.51%4.08%
    Advisors Conservative Tax-Exempt4.41%3.53%  Dana Municipal Bond4.28%3.89%
    Dana Municipal Bond4.33%4.07%  Advisors Conservative Tax-Exempt4.10%3.54%
    Breckinridge Short Term Tax-Exempt Muni3.98%3.61%  IR&M Short Muni4.05%3.80%
     
     
    US SA Natural Res1 year gross return1 year net return 5 year gross return5 year net return
    OFII Commodities Strategy I-1.33%-2.04%  Tradewinds Global Natural Resources6.60%5.60%
    RS Global Natural Resources-6.00%-7.33%  RS Global Natural Resources5.58%4.07%
    PIMCO Commodity Real Return-6.86%-7.54%  PIMCO Commodity Real Return3.16%2.40%
    PIMCO Commodity Plus-13.58%-14.09%  City of London Natural Resources1.42%0.15%
    Tradewinds Global Natural Resources-22.13%-22.87%  Newgate Global Resources1.20%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 Stk1 year gross return1 year net return 5 year gross return5 year net return
    Pyrford Pacific Basin ex Japan Equity-2.83%-3.30%  Glovista Global Emging Market Equities15.79%14.70%
    MFS Asia Pacific ex Japan-11.23%-11.99%  Pyrford Pacific Basin ex Japan Equity8.81%8.36%
    Horizon Asia Institutional-11.86%-12.74%  Havenport (Developed Asia) - Composite7.39%7.17%
    MFS Asia ex Japan Equity-12.50%-13.24%  Newton Capital Mgt Pacific Bas ex Jap Eq4.81%4.03%
    PGI Asia ex-Japan Equity-12.84%-13.14%  Absolute Asia Develpd (Relative Rtn) Eq4.45%3.89%
    Barings Pacific ex Japan Equity-15.69%-16.08%  MFS Asia ex Japan Equity4.05%3.17%
    Morgan Stanley Asian Eq ex-Japan-16.05%-16.73%  MFS Asia Pacific ex Japan3.96%3.07%
    Newton Capital Mgt Pacific Bas ex Jap Eq-17.50%-18.08%  Absolute Greater China (Relative Rtn) Eq3.80%2.72%
    Putnam Inv Asia Pac ex Japan-18.35%-19.18%  PGI Asia ex-Japan Equity3.73%3.23%
    Absolute Emging Asia (Relative Rtn) Eq-18.41%-18.80%  Barings Pacific ex Japan Equity3.57%3.10%
     
     
    US SA Real Estate1 year gross return1 year net return 5 year gross return5 year net return
    JPMorgan Special Situation Prop23.56%21.51%  Brookfield US Value Income REIT4.36%3.75%
    JPMorgan Strat Property Fund15.96%14.82%  AEW U.S. Long/Short REIT Strategy3.79%2.30%
    AEW U.S. Long/Short REIT Strategy14.04%12.33%  Uniplan REIT Portfolio3.67%1.38%
    PRREF Composite13.93%12.63%  AEW U.S. Focus REIT Strategy2.56%1.77%
    AEW U.S. Focus REIT Strategy13.35%12.04%  Neuberger Berman REIT1.95%1.18%
    Heitman Real Estate Secs Concen Strat12.92%11.97%  Smith Asset Mgt LP REIT/Income1.66%0.65%
    American Century US Real Estate Security12.88%11.63%  Heitman Real Estate Secs Concen Strat1.05%0.33%
    Heitman Real Estate Secs Separate Acct12.06%11.23%  Real Estate Mgt Svcs Real Est Val Port0.90%0.37%
    Uniplan REIT Portfolio11.87%9.64%  JPMorgan Strat Property Fund0.84%0.15%
    Delaware U.S. Real Estate Securities11.75%10.95%  Cornerstone U.S. REIT Total Return0.76%-0.04%
     
     
    US SA Short Government1 year gross return1 year net return 5 year gross return5 year net return
    FFTW Mortgage10.12%9.85%  FFTW Mortgage Alpha8.38%7.92%
    FFTW Mortgage Alpha7.85%7.32%  JPMorgan MBS Bond (Columbus)8.12%7.86%
    JPMorgan MBS Bond (Columbus)6.84%6.57%  FFTW Mortgage8.01%7.80%
    Redstone Short-Intermediate Comp6.41%6.15%  TCW Mortgage-Backed Securities7.53%7.21%
    M.D. Sass Svcs 3-Year FI6.39%6.06%  PIMCO Mortgage Constrained6.91%6.73%
    Eagle Government Securities Inst6.37%5.90%  M.D. Sass Svcs 3-Year FI6.49%6.12%
    PIMCO Mortgage Constrained6.29%6.12%  Eagle Government Securities Inst6.44%6.04%
    Victory Inst'l Mortgage Backed Secs6.23%5.86%  Breckinridge Short Term Taxable Bond5.88%5.45%
    JKMAM Index Int Gov/Cred Comp5.91%5.83%  Redstone Short-Intermediate Comp5.55%5.33%
    TCW Mortgage-Backed Securities4.57%4.25%  WHV Short-to-Intermediate5.04%4.65%
     
     
    US SA Short-Term Bond1 year gross return1 year net return 5 year gross return5 year net return
    Waddell & Reed Core Fixed Income7.83%7.51%  TCW MetWest Opportunistic Core Plus10.07%9.62%
    SGI High Grade Fixed Income6.90%6.27%  PIMCO Core Plus Total Ret Full Auth8.25%7.78%
    JPMorgan Interm Bond Style6.69%6.29%  PIMCO Mode Dur Core Plus Full Authority7.71%7.26%
    Standish Intermediate Insurance6.55%6.43%  Boyd Watterson Intermediate Plus7.44%7.19%
    3D Fixed Income ETF Portfolio - Tax Mgd.6.45%5.18%  Jennison Active Intermediate7.38%7.26%
    Jennison Active Intermediate6.38%6.26%  SGI High Grade Fixed Income7.23%6.77%
    Chandler Intermediate Bond6.28%6.07%  PIMCO Mortgage Unconstrained7.15%6.64%
    PIMCO Mortgage Unconstrained6.26%5.65%  Waddell & Reed Core Fixed Income7.13%6.81%
    Natixis/Loomis Intermediate Gov/Credit6.18%4.63%  JPMorgan Interm Bond Style6.96%6.62%
    Orleans Intermediate Investment Grade FI6.11%5.78%  PIMCO Moderate Duration Core6.92%6.71%
     
     
    US SA Small Blend1 year gross return1 year net return 5 year gross return5 year net return
    12th Street Small Cap Value19.64%18.50%  12th Street Small Cap Value28.29%27.05%
    Neumeier Poma Small Cap Value13.03%11.96%  12th Street Asset Opportunity23.01%21.87%
    12th Street Asset Opportunity12.52%11.45%  NewSouth Capital Mgt NSCM Sm Cap Val Eq11.33%10.55%
    BirdRock Small Cap Value10.11%9.22%  Allianz US Ultra Micro Cap9.29%7.77%
    Steinberg AM Smid-Cap Value Equity9.65%8.73%  Morgan Dempsey Small/Micro-Cap Value9.17%8.11%
    Steinberg Asset Mgt Sm-Cap Val9.47%8.40%  The Boston SMID Cap Opportunistic Value7.37%6.36%
    The London Co. Small Cap6.92%6.39%  Silvercrest Small Cap Value7.36%6.25%
    NewSouth Capital Mgt NSCM Sm Cap Val Eq6.80%6.08%  Neumeier Poma Small Cap Value6.83%5.81%
    Kayne Anderson Rud Inv Mgt SmCap QualVal6.66%5.64%  Frontier Small Cap Value6.52%5.82%
    Ativo Small Cap Q-ESG6.10%5.09%  The London Co. Small Cap6.51%5.92%
     
     
    US SA Small Growth1 year gross return1 year net return 5 year gross return5 year net return
    Kayne Anderson Rud Inv Mgt SmCap Sustain18.05%16.92%  Bares Capital Mgt Micro-Cap Eq12.27%10.89%
    Bares Capital Mgt Micro-Cap Eq13.04%11.64%  Brown Capital Small Co. Invstmnt Service10.63%9.61%
    Bares Capital Mgt Small-Cap12.24%10.81%  Summit Creek Emerging Growth9.36%8.33%
    Ranger Small Cap10.44%9.35%  Granite Small Cap Equity Composite8.52%7.46%
    Kayne Anderson Rud Inv Mgt Sm-Cap10.16%9.10%  Kennedy Capital Mgt Small Cap Select8.47%7.43%
    Summit Creek Emerging Growth9.62%8.69%  Lord Abbett & Co. Sm-Cap Gr8.36%7.27%
    RHJ Small Cap Ultra Growth Equity9.54%8.67%  Bares Capital Mgt Small-Cap7.19%6.21%
    Wasatch Small Cap Core Growth9.35%8.33%  RHJ Small Cap Ultra Growth Equity7.15%6.31%
    Contravisory Small Cap Portfolio8.55%7.26%  Lord Abbett & Co. Micro Cap Growth7.03%5.48%
    Rice Hall James Small Cap Equity8.54%7.77%  Riverbridge Small Cap Growth6.99%6.06%
     
     
    US SA Small Value1 year gross return1 year net return 5 year gross return5 year net return
    James Investment Research Small Cap14.72%13.40%  SouthernSun Small Cap8.17%7.35%
    River Road Independent Value9.43%8.40%  Texas First Small Cap Opportunity7.18%5.54%
    SouthernSun Small Cap7.69%7.08%  The Boston Small Cap Oprtnstc Val Eq Mgt6.97%5.91%
    Ironwood Inv Mgt Conc Small Cap Val5.23%4.18%  Gabelli Asset Mgt Sm-Cap Val6.83%6.23%
    ClariVest Small Cap Value4.56%3.71%  Delafield Concentrated Value5.78%4.81%
    Cove Classic Value Small Cap4.31%3.57%  Manley Small Cap Value5.40%4.55%
    Allianz NFJ Small Cap Val4.13%3.10%  Piermont Small Cap Value Composite5.32%4.37%
    Snow Capital Mgt Small Cap Value Eq3.25%2.26%  Natixis/Vaughan Nelson Small Cap Value5.24%2.33%
    MDT Sm-Cap Val2.72%1.70%  Cambiar Small Cap Value Equity5.05%3.99%
    Victory Cap Mgt Small Cap Value2.69%1.67%  Allianz NFJ Small Cap Val4.69%3.67%
     
     
    US SA Ultrashort Bond1 year gross return1 year net return 5 year gross return5 year net return
    Pyramis Leveraged Loans Composite3.07%2.56%  Taxable 1-3 Year Fixed Income4.27%4.06%
    Dana Limited Volatility2.07%1.85%  Dana Limited Volatility4.05%3.70%
    Taxable 1-3 Year Fixed Income1.76%1.56%  StableRiver Ultra Short3.48%3.23%
    TCW MetWest AlphaTrak1.39%1.19%  PIMCO Short Term3.33%2.95%
    Advantus Short Duration Fixed Income1.25%1.06%  Logan Circle STAMP Cash Plus3.32%3.22%
    ZLCM InterCap-Enh Cash1.23%0.91%  Advantus Short Duration Fixed Income3.31%3.14%
    FFTW Enhanced Cash1.16%0.22%  MIAM Enhanced Cash3.20%2.94%
    Boyd Watterson Enhanced Cash1.05%1.05%  Federated Active Cash Moderate FI Compst3.01%2.70%
    TCW MetWest Ultra Short Bonds0.99%0.82%  FFTW Enhanced Cash2.97%2.53%
    Federated Active Cash Broad FI Composite0.88%0.58%  Federated Active Cash Broad FI Composite2.95%2.63%
     
     
    US SA World Allocation1 year gross return1 year net return 5 year gross return5 year net return
    Nuveen Intelligent Risk–Moderate9.01%7.94%  Metropolitan Tactical Growth10.77%7.96%
    Zevin Global Appreciation with Income8.00%7.35%  Metropolitan Tactical Moderate9.65%6.87%
    Copeland Dividend Growth Balanced6.43%5.42%  CoreStates 20/20 Global Vision Tactical9.24%8.13%
    Sterling Tactical Rotation Strategy5.77%5.08%  Shell Asymmetry R157.69%5.53%
    Pyrford Absolute Return4.92%4.53%  Zevin Global Appreciation with Income7.30%6.69%
    Brandes Enhanced Income4.85%4.37%  PIMCO All Asset Strategy6.56%5.59%
    SRCM Income & Preservation Portfolio4.17%3.14%  Cougar Global MAR 66.00%3.85%
    Riverfront AA Conservative Gr and Inc3.72%2.19%  Pyrford Absolute Return5.75%5.34%
    PIMCO All Asset Strategy3.34%2.42%  Federated Alternative Bear Global FI5.45%4.30%
    Metropolitan Tactical Growth3.10%0.40%  LCM Globally Diversified5.22%3.86%
     
     
    US SA World Bond1 year gross return1 year net return 5 year gross return5 year net return
    PIMCO Global Government Unhedged9.93%9.57%  Strategic Non-Dollar Bond Fund15.93%15.93%
    Strategic Non-Dollar Bond Fund9.64%9.64%  Franklin Templeton Global Bond Plus10.29%9.09%
    Brandywine Global Opportunistic Fxd Inc8.62%8.15%  Strategic Global Ex Japan Bond Fund10.19%10.19%
    Strategic Global Ex Japan Bond Fund8.42%8.42%  Mondrian Inv Intl Fixed Unhedged9.76%9.27%
    Wellington Global Bond Unhedged8.20%7.82%  Standish EMD – Local Currency9.61%9.16%
    PIMCO Global Aggregate Hedged8.05%7.66%  Mondrian Inv Glbl Fix-Inc9.47%9.00%
    JKMilne Global Strategy7.99%7.71%  Brandywine Global Fixed Income9.00%8.46%
    Wellington Global Aggregate7.82%7.45%  Wellington Global Bond Unhedged8.88%8.52%
    Brandywine Global Fixed Income7.61%7.02%  PIMCO Global Government Unhedged8.84%8.40%
    PIMCO Global Government Hedged7.46%7.06%  FIA International Fixed Income8.78%8.17%
     
     
    US SA World Stock1 year gross return1 year net return 5 year gross return5 year net return
    Brookfield Glbl Listed Infra Yld Long15.52%14.66%  BCM AlphaSector Global Premium IDX11.62%9.88%
    Franchise Partners - Global Equity12.22%11.07%  ZPR Global Equity10.76%8.75%
    Duff & Phelps Global Listed Infrastruct11.65%10.71%  Mittleman Global Value8.61%7.00%
    Brookfield Glbl Listed Infras Long-Only10.69%10.07%  Zevin Global Appreciation7.92%7.27%
    Zevin Global Appreciation8.87%8.26%  Tradewinds Multi-Cap Opportunities7.81%6.95%
    Epoch Global Eq Shareholder Yield7.08%6.71%  Tradewinds Global All Cap7.72%6.93%
    Sparrow World Total Return6.92%5.40%  Putnam Total Return7.07%6.08%
    Neuberger Berman Equity Income6.72%5.67%  Tradewinds All Cap7.06%6.21%
    Putnam Total Return4.81%3.75%  Tradewinds Small/Mid Cap Value Equity7.02%6.12%
    CapGuard/Intl Absolute Income Grower4.11%3.39%  Franchise Partners - Global Equity6.87%5.85%
    Source: Morningstar Inc.

    Recommended for You
    Largest active U.S. equity DC mutual funds lag S&P 500
    Largest active U.S. equity DC mutual funds lag S&P 500
    Select private equity managers show fundraising prowess
    Select private equity managers show fundraising prowess
    2 fixed-income DC mutual funds stand out
    2 fixed-income DC mutual funds stand out
    The Institutional Investor's Guide to ESG Investing
    Sponsored Content: The Institutional Investor's Guide to ESG Investing

    Reader Poll

    January 25, 2023
    SEE MORE POLLS >
    Sponsored
    White Papers
    Show Me the Income: Discovering plan sponsor and participant preferences for cr…
    The Future of Infrastructure: Building a Better Tomorrow
    Fulcrum Issues: Equity Returns and Inflation — Choose Your Own Adventure
    What Matters Most in Considering a Private Debt Strategy
    Why pursue direct lending in the core middle market?
    Research for Institutional Money Management
    View More
    Sponsored Content
    Partner Content
    The Industrialization of ESG Investment
    For institutional investors, ETFs can make meeting liquidity needs easier
    Gold: the most effective commodity investment
    2021 Investment Outlook | Investing Beyond the Pandemic: A Reset for Portfolios
    Ten ways retirement plan professionals add value to plan sponsors
    Gold: an efficient hedge
    View More
    E-MAIL NEWSLETTERS

    Sign up and get the best of News delivered straight to your email inbox, free of charge. Choose your news – we will deliver.

    Subscribe Today
    December 12, 2022 page one

    Get access to the news, research and analysis of events affecting the retirement and institutional money management businesses from a worldwide network of reporters and editors.

    Subscribe
    Connect With Us
    • RSS
    • Twitter
    • Facebook
    • LinkedIn

    Our Mission

    To consistently deliver news, research and analysis to the executives who manage the flow of funds in the institutional investment market.

    About Us

    Main Office
    685 Third Avenue
    Tenth Floor
    New York, NY 10017-4036

    Chicago Office
    130 E. Randolph St.
    Suite 3200
    Chicago, IL 60601

    Contact Us

    Careers at Crain

    About Pensions & Investments

     

    Advertising
    • Media Kit
    • P&I Content Solutions
    • P&I Careers | Post a Job
    • Reprints & Permissions
    Resources
    • Subscribe
    • Newsletters
    • FAQ
    • P&I Research Center
    • Site map
    • Staff Directory
    Legal
    • Privacy Policy
    • Terms and Conditions
    • Privacy Request
    Pensions & Investments
    Copyright © 1996-2023. Crain Communications, Inc. All Rights Reserved.
    • Topics
      • Alternatives
      • Consultants
      • Coronavirus
      • Courts
      • Defined Contribution
      • ESG
      • ETFs
      • Face to Face
      • Hedge Funds
      • Industry Voices
      • Investing
      • Money Management
      • Opinion
      • Partner Content
      • Pension Funds
      • Private Equity
      • Real Estate
      • Russia-Ukraine War
      • SECURE 2.0
      • Special Reports
      • White Papers
    • Rankings & Awards
      • 1,000 Largest Retirement Plans
      • Top-Performing Managers
      • Largest Money Managers
      • DC Money Managers
      • DC Record Keepers
      • Largest Hedge Fund Managers
      • World's Largest Retirement Funds
      • Best Places to Work in Money Management
      • Excellence & Innovation Awards
      • WPS Innovation Awards
      • Eddy Awards
    • ETFs
      • Latest ETF News
      • Fund Screener
      • Education Center
      • Equities
      • Fixed Income
      • Commodities
      • Actively Managed
      • Alternatives
      • ESG Rated
    • ESG
      • Latest ESG News
      • The Institutional Investor’s Guide to ESG Investing
      • ESG Sustainability - Gaining Momentum
      • Climate Change: The Inescapable Opportunity
      • Impact Investing
      • 2022 ESG Investing Conference
      • ESG Rated ETFs
    • Defined Contribution
      • Latest DC News
      • DC Money Manager Rankings
      • DC Record Keeper Rankings
      • Innovations in DC
      • Trends in DC: Focus on Retirement Income
      • 2022 Defined Contribution East Conference
      • 2022 DC Investment Lineup Conference
    • Searches & Hires
      • Latest Searches & Hires News
      • Searches & Hires Database
      • RFPs
    • Performance Data
      • P&I Research Center
      • Earnings Tracker
      • Endowment Returns Tracker
      • Corporate Pension Contribution Tracker
      • Pension Fund Returns Tracker
      • Pension Risk Transfer Database
      • Future of Investments Research Series
      • Charts & Infographics
      • Polls
    • Careers
    • Events
      • View All Conferences
      • View All Webinars
      • 2023 Defined Contribution East
      • 2023 ESG Investing