Top performing managers by category: separate accounts , 4th Quarter 2012



Bank Loan1 year gross return1 year net return
KAM Bank Loans plus High Yield Composite13.9113.25
Columbia Bank Loan Strategy11.5610.95
Lord Abbett & Co. Bank Loan11.0110.11
3i US Senor Loan Fund10.3710.24
OFII Senior Floating Rate10.299.76
Stone Harbor Leveraged Loans10.259.90
PGI Bank Loans10.129.93
Franklin Templeton Bank Loans Instl10.109.73
Goldman Sachs LIBOR Plus9.808.12
Babson U.S. Bank Loans9.338.78


Bank Loan5 year gross return5 year net return
Eaton Vance Mgt Senior Secured Floating6.185.67
Babson U.S. Bank Loans5.955.41
Lord Abbett & Co. Bank Loan5.524.87
Caywood-Scholl Bank Loan5.344.88
Columbia Bank Loan Strategy5.324.74
Stone Harbor Leveraged Loans5.144.76
Franklin Templeton Bank Loans Instl5.004.64
Franklin Templeton Bank Loans Composite4.323.48
Shenkman Capital Mgt Bank Loan Composite4.193.60
Goldman Sachs LIBOR Plus3.412.58


Large Blend1 year gross return1 year net return
Lazard Intl Strategic Eq (ACW ex-U.S.)34.7133.82
Ferguson Wellman Cap Mgt Core/Rel Val31.6230.54
Smead Capital Appreciation29.1628.20
PIMCO StocksPLUS Long Duration28.2027.58
PIMCO Fundamental IndexPLUS Total Return27.8626.87
PIMCO StocksPLUS Total Return27.4026.48
Old West Large Cap25.6924.47
MIS US Wide Moat Focus Sel Stock Basket24.1922.15
NB MAG Kantor Group (SMA)24.1324.13
Camden Equity Overlay Fund, LLC23.2921.66


Large Blend5 year gross return5 year net return
F-Squared AlphaSector AlphaDEX Pre Idx14.4713.80
F-Squared AlphaSector Premium Index12.4511.78
IWM Aggressive Growth11.5511.54
PIMCO StocksPLUS Long Duration11.3110.77
BCM Diversified Equity Premium11.319.51
IWM Growth10.9310.92
PIMCO Fundamental IndexPLUS Total Return10.109.24
BCM Diversified Equity9.487.70
F-Squared AlphaSector Rotation Index8.938.29
S&P 48.668.39


Mid-Cap Blend1 year gross return1 year net return
Horizon Spin-Off Institutional34.7533.41
Wellington Select Capital Appreciation30.2128.62
Confluence Value Opportunities28.4727.21
Kirr Marbach & Company All Cap Equity28.2427.07
Burgundy US Small / Mid Cap Composite27.4626.22
Iridian Private Business Value Mid-Cap27.4427.03
Keeley Small Mid Cap Value SMA26.7325.25
Navellier Power Dividend24.1522.18
Camden Mid-Cap23.2222.37
Glenmede Mid Cap Equity22.6821.49


Mid-Cap Blend5 year gross return5 year net return
NewSouth Capital Mgt NSCM SMIDCap Val Eq13.1012.40
Kayne Anderson Rud Inv Mgt SMid Cp Val10.009.00
Fiduciary Mgt of Milwaukee Sm-Cap Eq9.248.35
Bernzott Capital Small Cap Equity8.717.96
Burgundy US Small / Mid Cap Composite8.637.61
Clarkston Capital Partners US Small Cap8.627.60
Hahn Capital Mgt HCM Md-Cap Val Eq Comp8.217.17
The Boston Mid-Cap Opportunistic Equity7.806.92
PGI Mid-Cap Equity7.727.22
NewSouth Capital Mgt NSCM Mid-Cap Val Eq7.566.97


Small Blend1 year gross return1 year net return
Burgundy US Small Cap Value Composite30.7329.46
Keeley Inst. SMID Cap Value SMA28.8828.43
Allianz US Systematic Small Cap28.2627.21
PIMCO StocksPLUS Small Cap Total Return27.9526.71
Keeley Inst. Small Cap Value SMA26.7926.24
LMG Growth & Value26.0924.97
Frontier Small Cap Value25.6924.83
Old West Small/Mid Cap25.6824.57
NorthPointe Smid Cap Value25.0924.45
RBC GAM Microcap Equity25.0224.02


Small Blend5 year gross return5 year net return
12th Street Small Cap Value27.3826.14
12th Street Asset Opportunity21.5920.46
NewSouth Capital Mgt NSCM Sm Cap Val Eq15.5914.77
Frontier Small Cap Value11.2610.50
Allianz US Ultra Micro Cap11.119.61
PIMCO StocksPLUS Small Cap Total Return10.989.94
DTC SMID Enterprise Portfolio10.239.42
The Boston SMID Cap Opportunistic Value10.109.09
Hodges Small Cap Core9.978.46
Silvercrest Small Cap Value9.608.50


Large Growth1 year gross return1 year net return
Insight Large Cap Growth33.1032.71
Goldman Sachs US Superconcentrated Gr29.7928.70
HSMP Concentrated Quality Growth Eq28.8628.15
Groesbeck Growth27.2610.47
Sands Select Growth Equity24.7024.10
Kinetics All-Cap Equity24.1822.35
Janus Concentrated Growth23.7723.14
Janus Opportunistic Growth23.3922.66
Brown Capital Conc Domestic All-Cap23.3122.07
Janus Concentrated Growth MA (Retail)23.2519.71


Large Growth5 year gross return5 year net return
Wedgewood Concentrated Lg-Cap Gr8.707.94
Heritage All Cap Growth Equity8.297.43
Delaware All Cap Gr Eq7.997.20
Sands Select Growth Equity7.777.20
Loomis Sayles All Cap Growth7.737.24
Brown Advisory Large-Cap Growth7.727.29
SaratogaRIM Large Cap Quality7.576.76
Polen Large Cap Growth7.436.60
ClearBridge Multi Cap Growth ESG7.374.26
ClearBridge Multi Cap Growth ESG SMA7.374.26


Mid-Cap Growth1 year gross return1 year net return
Pinnacle Concentrated SMID31.3330.05
Insight SMID Growth27.2725.96
Lee Munder Capital Group SMID Cap Grth26.5225.35
Pinnacle Small Mid Cap Equity25.5024.27
QCM Mid Cap Growth23.0521.74
Analytic Small-Mid Cap Equity22.8621.73
RS Concentrated All-Cap Value22.8521.69
Apex SMID Growth22.5221.36
Goldman Sachs Small/Mid-Cap Growth22.3121.16
Westfield Capital Mgt Co Mid-Cap Gr22.0221.30


Mid-Cap Growth5 year gross return5 year net return
Delaware - Smid-Cap Growth-Focus12.1811.40
QCM Mid Cap Growth11.3210.03
NewSouth Capital Mgt NSCM Value Opps9.558.75
Riverbridge SMID Growth9.328.43
Atlanta High Quality Smid Cap9.188.32
Atlanta High Quality SMID Cap Wrap9.186.01
Select Equity Small-Mid Cap Core8.156.32
Night Owl All Cap8.076.75
Brown Capital Mgt Md-Cap Gr7.837.21
Pinnacle Concentrated SMID7.806.73


Small Growth1 year gross return1 year net return
Mazama Emerging Small Cap Growth38.7037.52
Insight Concentrated Growth33.3630.86
Fuller & Thaler Micro-Cap Core30.4929.20
Bares Capital Mgt Small-Cap27.0525.44
Kennedy Small Cap Fundamental Growth25.9624.81
Missouri Valley Sm-Cap Gr25.6724.49
Bennett Lawrence Small Cap Strategy25.6624.48
Lee Munder Capital Group Small Cap Grth24.7923.75
Kopp AccruHealth24.5823.23
Granahan Inv Mgt - Sm Cap Focused Grth24.5223.33


Small Growth5 year gross return5 year net return
Bares Capital Mgt Small-Cap11.6910.39
Kornitzer Micro Cap Equity11.609.86
T. Rowe Price Sm-Cap Gr Strat10.769.93
Bares Capital Mgt Micro-Cap Eq10.739.37
Kennedy Small Cap Fundamental Growth10.679.59
Missouri Valley Sm-Cap Gr10.599.54
Brown Capital Small Co. Invstmnt Service10.469.38
Atlanta High Quality Small Cap9.838.96
Atlanta High Quality Small Cap Wrap9.606.38
Nichols Sm-Cap Growth9.298.52


Large Value1 year gross return1 year net return
Brandywine Classic Large Cap Value40.7539.80
Brandywine Dynamic Large Cap Value30.4429.49
Brandywine Large Cap Socially Conscious27.1426.03
Vulcan Value Partners Large Cap Value25.8525.01
Ferguson Wellman Cap Mgt Dividend Value25.0023.97
Snow Capital Magt Focused Value24.8623.98
Manulife AM US Large Cap Value24.8524.11
John Hancock AM Fdmtl Lg Cp Val Non-Wrap24.7123.43
John Hancock AM Fdmtl Lg Cp Val - Wrap24.7120.95
Janus Opportunistic Alpha24.6923.96


Large Value5 year gross return5 year net return
PVG Loss Averse Equity Income10.479.40
Vulcan Value Partners Large Cap Value10.189.23
Brookmont Capital Dividend Equity10.148.93
S&P Competitive Advantage9.629.35
ACR EQR Equity Quality Return9.628.80
S&P Intrinsic Value8.758.48
SaratogaRIM Strategic Income8.578.12
Saddle Peak Concentrated Value8.046.96
S&P Dividend Income & Growth7.887.61
Brandywine Dynamic Large Cap Value7.676.84


Mid-Cap Value1 year gross return1 year net return
Brandes U.S. Mid-Cap Value Equity33.9032.59
Hotchkis & Wiley Md-Cap Val32.3631.46
Hotchkis & Wiley Value Opp Strgy30.9830.03
Brandywine Small Mid Cap Val Eq29.6028.46
Schneider Capital Mgt Md-Cap Val28.1727.23
DGHM UltraValue25.4824.27
Wellington Mid Cap Value25.2424.32
Ceredex Mid Cap Value Equity23.0722.14
WEDGE Mid-Cap Value22.8421.97
Seizert Capital Partners Mid Cap22.7421.72


Mid-Cap Value5 year gross return5 year net return
SouthernSun SMID Cap Composite11.1910.67
Hotchkis & Wiley Value Opp Strgy11.0110.18
Texas First Select Value10.028.46
Hotchkis & Wiley Md-Cap Val8.627.88
Lee Munder Capital Group Mid-Cap Value8.617.77
Dean Inv Mid-Cap Value8.547.61
Delafield Value Institutional8.437.50
FPA Small/Mid-Cap Absolute Value8.137.30
Robeco BP Mid-Cap Value Equity8.037.26
Stewart Capital Mid Cap Portfolio8.006.84


Small Value1 year gross return1 year net return
Cooke & Bieler Small Cap Value Equity41.0439.68
Donald Smith & Co. Micro Cap Val Eq37.2335.54
Brandes U.S. Small Cap Value Equity36.1234.75
Schneider Capital Mgt Sm-Cap Val35.9935.58
Ironwood Inv Mgt Conc Small Cap Val31.2429.84
1492 Small Cap Core Alpha30.9229.55
Schneider Capital Mgt Smid Cap Value30.1929.57
Brandywine Institutional Small Cap Value28.7327.48
Cove Classic Value Small Cap28.5127.56
Brandywine Small Cap II28.4424.76


Small Value5 year gross return5 year net return
Vulcan Value Partners Small Cap Stra12.7111.48
Kayne Anderson Rudnick Sm Cp Qual Selcet12.0610.66
Piermont Small Cap Value Composite11.9910.98
Ariel Micro-Cap Value Composite10.509.06
SouthernSun Small Cap10.289.38
The Boston Small Cap Oprtnstc Val Eq Mgt10.239.15
PENN Capital Micro Cap Equity10.109.34
Snow Capital Mgt Small Cap Value Eq10.038.97
Brandywine Institutional Small Cap Value9.798.69
Brandywine Small Cap II9.736.54


Bear Market1 year gross return1 year net return
Optimus Global Advantage Plus-0.60-1.09
Optimus Advantage Plus-0.88-1.38
Federated Alternative Bear Equity Comp-14.70-15.97
Leuthold Weeden AdvantHedge-19.52-20.96
Optimus Global Advantage All Asset0.000.00


Bear Market5 year gross return5 year net return
Federated Alternative Bear Equity Comp-5.18-6.51
Leuthold Weeden AdvantHedge-9.58-11.09
Optimus Global Advantage Plus0.000.00
Optimus Advantage Plus0.000.00
Optimus Global Advantage All Asset0.000.00


Financial1 year gross return1 year net return
RevenueShares VTL Financial Index36.1035.44
Artisan Non-U.S. Growth SA26.1725.02
Fenimore Banking Composite18.5017.43
Stonebridge NRA Preferred Securities12.7112.28
Stonebridge Modified Taxable Pref Secs11.9411.52


Financial5 year gross return5 year net return
Artisan Non-U.S. Growth SA-0.62-1.56
RevenueShares VTL Financial Index0.000.00
Fenimore Banking Composite0.000.00
Stonebridge NRA Preferred Securities0.000.00
Stonebridge Modified Taxable Pref Secs0.000.00


Health1 year gross return1 year net return
Financial Trust Health Value26.8125.21
Essex Global Life Sciences23.0121.81


Health5 year gross return5 year net return
Essex Global Life Sciences7.236.17
Financial Trust Health Value5.354.04


Natural Resources1 year gross return1 year net return
SSgA Multisource Active Commodity Strat13.5512.78
IS - Beta Source8.857.44
RS Global Natural Resources7.676.23
Boston Global Natural Resources Equity6.916.08
Zacks MLP Strategy4.593.20
Wellington Global Natural Resources3.882.85
Sandhill Hard Asset2.641.61
Investec Global Natural Res Composite1.620.77
OFII Commodities Strategy I0.06-0.65
Newgate Global Resources SMA Retail-0.40-1.34


Natural Resources5 year gross return5 year net return
Zacks MLP Strategy13.4511.54
OFI Global Gold & Special Minerals3.803.17
SSgA Multisource Active Commodity Strat2.221.55
RS Global Natural Resources1.07-0.36
Tradewinds Global Natural Resources-0.33-1.27
Wellington Global Natural Resources-4.86-5.81
SSgA Dow Jones-UBS Commodity TR Index-5.18-5.37
Newgate Global Resources-6.88-7.77
Newgate Global Resources SMA Retail-7.66-8.64
Goldman Sachs Commodities Enh Idx-8.57-8.88


Equity Precious Metals1 year gross return1 year net return
GAMCO Gold8.407.33


Equity Precious Metals5 year gross return5 year net return
GAMCO Gold0.000.00


Real Estate1 year gross return1 year net return
PGI Global REIT Income30.4629.76
Real Estate Mgt Svcs Real Est Val Port28.2027.60
Chilton REITs25.5824.23
Janus Real Estate Income MA (Retail)24.9021.31
Cohen & Steers Realty Focus24.8223.72
Renaissance REITS - Wrap24.6721.04
SmithAssetMgt–REIT21.6220.45
Real Estate Mgt Svcs Income20.4119.47
Pyramis U.S. Real Estate Invest Tr20.2119.39
Nuveen Real Estate Securities19.5318.71


Real Estate5 year gross return5 year net return
Cohen & Steers Realty Focus14.5113.49
Chilton REITs12.2211.03
Renaissance REITS - Wrap11.398.02
AEW U.S. Long/Short REIT Strategy10.608.99
Real Estate Mgt Svcs Real Est Val Port9.328.76
Uniplan REIT Portfolio9.156.81
AEW U.S. Focus REIT Strategy8.928.12
SmithAssetMgt–REIT8.907.82
Urdang REIT Separate Account8.838.29
Cohen & Steers Realty Income8.798.22


Technology1 year gross return1 year net return
Crabtree Multi-Cap Technology19.0418.14
Columbus Circle Investors Tech Growth Eq16.5015.64
MFS Technology Equity16.0515.12
RCM Global Technology Equity13.5912.46
Private Capital Management Value Focus10.9710.13
Oak Associates Technology Portfolio10.249.90
RS Technology Composite10.068.37
Zevenbergen Z/Tech7.106.08
Princeton Young Enterprise Shares (YES)-4.82-6.07


Technology5 year gross return5 year net return
Columbus Circle Investors Tech Growth Eq8.908.07
Private Capital Management Value Focus4.873.77
MFS Technology Equity4.833.97
Oak Associates Technology Portfolio4.013.32
RS Technology Composite3.992.36
RCM Global Technology Equity3.192.41
Zevenbergen Z/Tech0.96-0.03
Princeton Young Enterprise Shares (YES)-0.42-1.76
Crabtree Multi-Cap Technology0.000.00


Utilities1 year gross return1 year net return
Cohen & Steers Global Infra Fund15.6114.12
MFS Utilities Equity14.4813.76
W.H. Reaves Long Term Value6.425.89
Miller/Howard Utilities + Infrastructure3.552.54
Miller/Howard Distribution/Merging Utili1.991.00


Utilities5 year gross return5 year net return
Miller/Howard Distribution/Merging Utili4.103.10
MFS Utilities Equity3.673.00
W.H. Reaves Long Term Value1.831.31
Miller/Howard Utilities + Infrastructure0.90-0.06
Cohen & Steers Global Infra Fund-0.02-1.49


Equity Energy1 year gross return1 year net return
Invesco Master Limited Partnership16.9915.58
CCM MLP Composite16.6515.91
Salient MLP Separate Accounts14.1713.20
Westwood Mgt Corp. MLP Infrastr. Renewal12.3711.83
Yorkville MLP Core Income Strategy11.7910.73
Miller/Howard High-Yield Equity10.129.06
EGA MLP Total Return SMA Composite9.458.14
Cushing MLP Instl Alpha Strat9.218.40
RCH Long only MLP Fund9.167.68
DAC MLP Only8.938.07


Equity Energy5 year gross return5 year net return
Invesco Master Limited Partnership18.1616.80
Salient MLP Separate Accounts15.7014.97
DAC MLP Only15.0214.15
Tortoise Midstream MLP Separate Accounts14.4213.34
Westwood Mgt Corp. MLP Infrastr. Renewal14.0513.80
Center Coast MLP SMA14.0112.86
EGA MLP Total Return SMA Composite13.5912.25
TCIA Equity Yield Focus13.3211.89
RCH Long only MLP Fund12.6211.21
FAMCO MLP Master Ltd Partnerships12.6111.53


Aggressive Allocation1 year gross return1 year net return
LMG Balanced25.1523.83
NGAM Advisors-Core MSA 5-100% Equity18.6915.50
JPMorgan Glbl MA Tac Aggre Gro Port18.3017.90
Morningstar Global Growth - Adv Grp WMP18.2317.94
MIS Agg Growth Strategy - Taxable-BNY17.9716.21
Dodge & Cox Balanced17.8117.80
WBI Dividend Income17.8115.95
MIS Agg Growth--Taxable-IWS17.4515.71
MIS Agg Growth Strategy - Taxable-NFS17.3814.40
SFS Proactive Tactical Opportunities17.2416.55


Aggressive Allocation5 year gross return5 year net return
NGAM Advisors-Inc MSA 2-75% Fixed8.415.48
WBI Dividend Income6.784.98
LMG Balanced6.435.28
Efficient Market 20 Plus Yrs Aggressive6.285.43
Eagle Equity Income Balanced5.142.91
Texas All Cap Growth5.044.69
Rothschild U.S Balanced4.914.05
Efficient Market 20 Plus Years Consvt4.753.97
Granite All Cap Equity4.703.81
Boyd Watterson Global Macro Aggressive4.693.65


Small Value1 year gross return1 year net return
Cooke & Bieler Small Cap Value Equity41.0439.68
Donald Smith & Co. Micro Cap Val Eq37.2335.54
Brandes U.S. Small Cap Value Equity36.1234.75
Schneider Capital Mgt Sm-Cap Val35.9935.58
Ironwood Inv Mgt Conc Small Cap Val31.2429.84
1492 Small Cap Core Alpha30.9229.55
Schneider Capital Mgt Smid Cap Value30.1929.57
Brandywine Institutional Small Cap Value28.7327.48
Cove Classic Value Small Cap28.5127.56
Brandywine Small Cap II28.4424.76


Small Value5 year gross return5 year net return
Vulcan Value Partners Small Cap Stra12.7111.48
Kayne Anderson Rudnick Sm Cp Qual Selcet12.0610.66
Piermont Small Cap Value Composite11.9910.98
Ariel Micro-Cap Value Composite10.509.06
SouthernSun Small Cap10.289.38
The Boston Small Cap Oprtnstc Val Eq Mgt10.239.15
PENN Capital Micro Cap Equity10.109.34
Snow Capital Mgt Small Cap Value Eq10.038.97
Brandywine Institutional Small Cap Value9.798.69
Brandywine Small Cap II9.736.54


Mid-Cap Value1 year gross return1 year net return
Brandes U.S. Mid-Cap Value Equity33.9032.59
Hotchkis & Wiley Md-Cap Val32.3631.46
Hotchkis & Wiley Value Opp Strgy30.9830.03
Brandywine Small Mid Cap Val Eq29.6028.46
Schneider Capital Mgt Md-Cap Val28.1727.23
DGHM UltraValue25.4824.27
Wellington Mid Cap Value25.2424.32
Ceredex Mid Cap Value Equity23.0722.14
WEDGE Mid-Cap Value22.8421.97
Seizert Capital Partners Mid Cap22.7421.72


Mid-Cap Value5 year gross return5 year net return
SouthernSun SMID Cap Composite11.1910.67
Hotchkis & Wiley Value Opp Strgy11.0110.18
Texas First Select Value10.028.46
Hotchkis & Wiley Md-Cap Val8.627.88
Lee Munder Capital Group Mid-Cap Value8.617.77
Dean Inv Mid-Cap Value8.547.61
Delafield Value Institutional8.437.50
FPA Small/Mid-Cap Absolute Value8.137.30
Robeco BP Mid-Cap Value Equity8.037.26
Stewart Capital Mid Cap Portfolio8.006.84


Large Value1 year gross return1 year net return
Brandywine Classic Large Cap Value40.7539.80
Brandywine Dynamic Large Cap Value30.4429.49
Brandywine Large Cap Socially Conscious27.1426.03
Vulcan Value Partners Large Cap Value25.8525.01
Ferguson Wellman Cap Mgt Dividend Value25.0023.97
Snow Capital Magt Focused Value24.8623.98
Manulife AM US Large Cap Value24.8524.11
John Hancock AM Fdmtl Lg Cp Val Non-Wrap24.7123.43
John Hancock AM Fdmtl Lg Cp Val - Wrap24.7120.95
Janus Opportunistic Alpha24.6923.96


Large Value5 year gross return5 year net return
PVG Loss Averse Equity Income10.479.40
Vulcan Value Partners Large Cap Value10.189.23
Brookmont Capital Dividend Equity10.148.93
S&P Competitive Advantage9.629.35
ACR EQR Equity Quality Return9.628.80
S&P Intrinsic Value8.758.48
SaratogaRIM Strategic Income8.578.12
Saddle Peak Concentrated Value8.046.96
S&P Dividend Income & Growth7.887.61
Brandywine Dynamic Large Cap Value7.676.84


Small Growth1 year gross return1 year net return
Mazama Emerging Small Cap Growth38.7037.52
Insight Concentrated Growth33.3630.86
Fuller & Thaler Micro-Cap Core30.4929.20
Bares Capital Mgt Small-Cap27.0525.44
Kennedy Small Cap Fundamental Growth25.9624.81
Missouri Valley Sm-Cap Gr25.6724.49
Bennett Lawrence Small Cap Strategy25.6624.48
Lee Munder Capital Group Small Cap Grth24.7923.75
Kopp AccruHealth24.5823.23
Granahan Inv Mgt - Sm Cap Focused Grth24.5223.33


Small Growth5 year gross return5 year net return
Bares Capital Mgt Small-Cap11.6910.39
Kornitzer Micro Cap Equity11.609.86
T. Rowe Price Sm-Cap Gr Strat10.769.93
Bares Capital Mgt Micro-Cap Eq10.739.37
Kennedy Small Cap Fundamental Growth10.679.59
Missouri Valley Sm-Cap Gr10.599.54
Brown Capital Small Co. Invstmnt Service10.469.38
Atlanta High Quality Small Cap9.838.96
Atlanta High Quality Small Cap Wrap9.606.38
Nichols Sm-Cap Growth9.298.52


Mid-Cap Growth1 year gross return1 year net return
Pinnacle Concentrated SMID31.3330.05
Insight SMID Growth27.2725.96
Lee Munder Capital Group SMID Cap Grth26.5225.35
Pinnacle Small Mid Cap Equity25.5024.27
QCM Mid Cap Growth23.0521.74
Analytic Small-Mid Cap Equity22.8621.73
RS Concentrated All-Cap Value22.8521.69
Apex SMID Growth22.5221.36
Goldman Sachs Small/Mid-Cap Growth22.3121.16
Westfield Capital Mgt Co Mid-Cap Gr22.0221.30


Mid-Cap Growth5 year gross return5 year net return
Delaware - Smid-Cap Growth-Focus12.1811.40
QCM Mid Cap Growth11.3210.03
NewSouth Capital Mgt NSCM Value Opps9.558.75
Riverbridge SMID Growth9.328.43
Atlanta High Quality Smid Cap9.188.32
Atlanta High Quality SMID Cap Wrap9.186.01
Select Equity Small-Mid Cap Core8.156.32
Night Owl All Cap8.076.75
Brown Capital Mgt Md-Cap Gr7.837.21
Pinnacle Concentrated SMID7.806.73


Large Growth1 year gross return1 year net return
Insight Large Cap Growth33.1032.71
Goldman Sachs US Superconcentrated Gr29.7928.70
HSMP Concentrated Quality Growth Eq28.8628.15
Groesbeck Growth27.2610.47
Sands Select Growth Equity24.7024.10
Kinetics All-Cap Equity24.1822.35
Janus Concentrated Growth23.7723.14
Janus Opportunistic Growth23.3922.66
Brown Capital Conc Domestic All-Cap23.3122.07
Janus Concentrated Growth MA (Retail)23.2519.71


Large Growth5 year gross return5 year net return
Wedgewood Concentrated Lg-Cap Gr8.707.94
Heritage All Cap Growth Equity8.297.43
Delaware All Cap Gr Eq7.997.20
Sands Select Growth Equity7.777.20
Loomis Sayles All Cap Growth7.737.24
Brown Advisory Large-Cap Growth7.727.29
SaratogaRIM Large Cap Quality7.576.76
Polen Large Cap Growth7.436.60
ClearBridge Multi Cap Growth ESG7.374.26
ClearBridge Multi Cap Growth ESG SMA7.374.26


Small Blend1 year gross return1 year net return
Burgundy US Small Cap Value Composite30.7329.46
Keeley Inst. SMID Cap Value SMA28.8828.43
Allianz US Systematic Small Cap28.2627.21
PIMCO StocksPLUS Small Cap Total Return27.9526.71
Keeley Inst. Small Cap Value SMA26.7926.24
LMG Growth & Value26.0924.97
Frontier Small Cap Value25.6924.83
Old West Small/Mid Cap25.6824.57
NorthPointe Smid Cap Value25.0924.45
RBC GAM Microcap Equity25.0224.02


Small Blend5 year gross return5 year net return
12th Street Small Cap Value27.3826.14
12th Street Asset Opportunity21.5920.46
NewSouth Capital Mgt NSCM Sm Cap Val Eq15.5914.77
Frontier Small Cap Value11.2610.50
Allianz US Ultra Micro Cap11.119.61
PIMCO StocksPLUS Small Cap Total Return10.989.94
DTC SMID Enterprise Portfolio10.239.42
The Boston SMID Cap Opportunistic Value10.109.09
Hodges Small Cap Core9.978.46
Silvercrest Small Cap Value9.608.50


Mid-Cap Blend1 year gross return1 year net return
Horizon Spin-Off Institutional34.7533.41
Wellington Select Capital Appreciation30.2128.62
Confluence Value Opportunities28.4727.21
Kirr Marbach & Company All Cap Equity28.2427.07
Burgundy US Small / Mid Cap Composite27.4626.22
Iridian Private Business Value Mid-Cap27.4427.03
Keeley Small Mid Cap Value SMA26.7325.25
Navellier Power Dividend24.1522.18
Camden Mid-Cap23.2222.37
Glenmede Mid Cap Equity22.6821.49


Mid-Cap Blend5 year gross return5 year net return
NewSouth Capital Mgt NSCM SMIDCap Val Eq13.1012.40
Kayne Anderson Rud Inv Mgt SMid Cp Val10.009.00
Fiduciary Mgt of Milwaukee Sm-Cap Eq9.248.35
Bernzott Capital Small Cap Equity8.717.96
Burgundy US Small / Mid Cap Composite8.637.61
Clarkston Capital Partners US Small Cap8.627.60
Hahn Capital Mgt HCM Md-Cap Val Eq Comp8.217.17
The Boston Mid-Cap Opportunistic Equity7.806.92
PGI Mid-Cap Equity7.727.22
NewSouth Capital Mgt NSCM Mid-Cap Val Eq7.566.97


Large Blend1 year gross return1 year net return
Lazard Intl Strategic Eq (ACW ex-U.S.)34.7133.82
Ferguson Wellman Cap Mgt Core/Rel Val31.6230.54
Smead Capital Appreciation29.1628.20
PIMCO StocksPLUS Long Duration28.2027.58
PIMCO Fundamental IndexPLUS Total Return27.8626.87
PIMCO StocksPLUS Total Return27.4026.48
Old West Large Cap25.6924.47
MIS US Wide Moat Focus Sel Stock Basket24.1922.15
NB MAG Kantor Group (SMA)24.1324.13
Camden Equity Overlay Fund, LLC23.2921.66


Large Blend5 year gross return5 year net return
F-Squared AlphaSector AlphaDEX Pre Idx14.4713.80
F-Squared AlphaSector Premium Index12.4511.78
IWM Aggressive Growth11.5511.54
PIMCO StocksPLUS Long Duration11.3110.77
BCM Diversified Equity Premium11.319.51
IWM Growth10.9310.92
PIMCO Fundamental IndexPLUS Total Return10.109.24
BCM Diversified Equity9.487.70
F-Squared AlphaSector Rotation Index8.938.29
S&P 48.668.39


Long/Short Equity1 year gross return1 year net return
RK Invmt Advisors Speculators Portfolio92.4537.11
Acadian Non-US Small-Cap Long/Short30.4229.47
Robinson Market Opportunity28.3027.34
Acadian Global Long-Short20.6619.49
QMA Long/Short Quantitative Core Equity20.1319.34
Optimus Emerging Markets Bull/Bear19.8819.29
IRON Active Options Overlay Global Eq17.0816.27
IRON Active Options Overlay S&P 500 Eq+15.9015.33
UBS Global Dynamic Alpha Strategy15.2514.24
Epoch Global Absolute Return14.9813.49


Long/Short Equity5 year gross return5 year net return
Fund Architects Dynamic Global Macro23.6623.63
Westport Absolute Total Return Strategy21.3819.11
AORDA Portfolio216.9811.75
Robinson Market Opportunity10.149.23
SaratogaRIM Global GARP Plus8.857.77
Swan Hedged Equity6.655.53
Acadian Non-US Small-Cap Long/Short6.224.74
Sitka Absolute Return6.094.36
Turner Inv Financial Services Long/Short6.024.46
Focus Group Advisors Advantis Plus5.394.55


Leveraged Net Long1 year gross return1 year net return
ValueWorks 125/25 Hedged31.7825.41
Brandywine Divsf L/C Val Extd Eq-130/3025.1023.83
AQR Capital Global RC 40(140/40)23.6422.59
PanAgora Dynamic Intl Extended Alpha22.9221.85
Numeric Investors Amplified Core 130/3022.2621.07
MFS Blended Rsrch - US Cor Eq Extension21.8020.80
Robeco BP 130/30 Large Cap Value21.6721.40
Acadian All Country World ex U.S. 130/3020.1219.27
PanAgora Dynamic Global Extended Alpha20.0418.97
AJO Top Cap Absolute Value 130/3019.8219.67


Leveraged Net Long5 year gross return5 year net return
AQR Capital Small Cap Relaxed Constraint5.463.89
Acadian Non-US Concentrated 130/304.742.35
Hillsdale US 130 30 Composite4.583.76
Robeco BP 130/30 Large Cap Value4.443.68
ValueWorks 125/25 Hedged4.271.27
Brandywine Divsf L/C Val Extd Eq-130/304.103.03
JPMorgan Large Cap Core 130/304.033.17
PanAgora Dynamic Global Extended Alpha3.982.85
MFS Blended Rsrch - US Cor Eq Extension3.612.72
Martingale Low Volatility 130/30 LC+3.502.73


Market Neutral1 year gross return1 year net return
ArbitrOption Cptl Event-Driven Investing78.7574.78
Copeland Risk Managed Dividend Growth11.8310.92
Swan Defined Risk Strategy10.259.22
Swan Defined Risk Strategy All Accounts9.878.79
Numeric Investors US Market Neutral8.547.47
PanAgora Dynamic Global Market Neutral6.035.01
JPMorgan Res Mkt Neutral5.524.50
361 Multi-Strategy ETF Portfolio2.982.22
Invesco US Market Neutral Cash2.782.78
The Boston Multi-Alpha Mkt Neutral Eq2.531.51


Market Neutral5 year gross return5 year net return
Swan Defined Risk Strategy6.976.02
PSI Absolute Return6.664.49
Swan Defined Risk Strategy All Accounts6.595.50
Numeric Investors US Market Neutral3.012.12
JPMorgan Res Mkt Neutral2.301.32
DCM Structured US Market Neutral1.300.28
Invesco US Market Neutral Cash1.211.21
American Century U.S. Eq Market Neutral0.48-1.15
Zacks Market Neutral0.40-0.43
PSI Mkt Neutral0.30-1.79


World Stock1 year gross return1 year net return
Mittleman Global Value51.3449.07
Brandes Global Small Cap Eq39.6838.41
Horizon Research Select Instl31.9430.62
Horizon Research Select - Strategy31.9430.17
Harris Assoc. Global Concentrated Comp29.4028.39
ZPR Global Equity28.8426.79
Horizon Core Value - Strategy28.4127.02
Wellington Global Growth27.3926.46
Horizon Strategic Value Investment Instl27.0925.81
MFS Global Concentrated Eq25.3624.33


World Stock5 year gross return5 year net return
Mittleman Global Value18.9017.12
ZPR Global Equity14.1212.17
New Path Actively Mgd Allc Strat (AMAS)9.167.54
Franchise Partners - Global Equity8.057.10
Putnam Total Return7.266.19
NorthCoast CAN SLIM International7.105.20
Neuberger Berman Equity Income6.935.82
Brandes Global Small Cap Eq6.825.85
First Eagle Global Value Equity6.265.47
Tradewinds Multi-Cap Opportunities6.195.35


Foreign Large Value1 year gross return1 year net return
Lombardia International Equity33.8532.88
Polaris Capital Mgt Polaris Intl Eq31.8330.96
Pzena International Value26.4425.39
Causeway International Opportunities25.9925.15
Accuvest Global Opportunities25.5124.74
Oechsle Select International Equity25.1223.90
Causeway Capital Mgt Intl Val Eq24.5723.71
Laffer Investments Glbl Equity Composite24.4723.38
SGA Intl Large Cap Core ADR24.4423.27
Forward Intl Dividend Institutional24.0323.01


Foreign Large Value5 year gross return5 year net return
Glovista Global Emging Market Equities12.4611.40
Sanderson Asset Mgt Intl Val Eq4.133.06
Forward Intl Dividend Institutional2.962.17
Pyrford International Equity2.161.68
Newton Capital Mgt Global Higher Income2.121.39
Perkins Global Value1.941.27
Lombardia International Equity1.360.55
Arrowstreet Intl Eq Str All Wld ex US1.180.61
Accuvest Global Opportunities1.150.46
Polaris Capital Mgt Polaris Intl Eq0.880.21


Foreign Large Blend1 year gross return1 year net return
CBRE Clarion International Real Estate37.3336.01
Federated EAFE Equity Composite32.0031.02
PIMCO Int'l StocksPLUS Total Return30.2229.35
Harris Assoc. International29.9829.06
Lazard International Strategic Equity25.9025.23
Financial Trust Europe ValueMomentum25.7724.21
BMO Global Fund25.1723.70
Herzfeld Foreign Closed-End25.0023.33
NS Partners International Equity24.7523.72
Causeway International Value Select24.7123.85


Foreign Large Blend5 year gross return5 year net return
CapGuard/Intl EM Total Opportunities6.525.47
Harris Assoc. International4.433.62
Federated EAFE Equity Composite3.542.67
Burgundy EAFE Composite3.052.26
Analytic Investors Global Low Volatility2.892.64
Herzfeld Foreign Closed-End2.851.60
PIMCO Int'l StocksPLUS Total Return2.551.88
MFS International Val Eq2.421.68
Ranger International Plus2.031.01
EARNEST International Equity2.021.19


Foreign Large Growth1 year gross return1 year net return
GMO Emerging Domestic Opps Strategy25.6024.26
American Century Non-U.S. Select Growth25.2225.22
Vontobel Asset Mgt Far East Equity25.0822.93
Franklin Non-US Equity24.2623.91
William Blair Intl Gr23.9422.97
Franklin Global Equity23.5822.88
American Century Non-US Growth EAFE Only23.2522.45
OFI Global International Equity23.2222.35
MFS International Equity23.2222.19
MFS International Concentrated Equity23.1522.12


Foreign Large Growth5 year gross return5 year net return
WCM Inv Mgt Focused Growth Intl5.775.20
Martin Inv Mgt Tortue Capital4.713.68
Euclid International Equity4.643.07
Matterhorn International Equity2.821.95
Harding Loevner Intl Eq2.762.09
Calamos International Growth Composite2.511.51
Walter Scott Int'l (EAFE) Equity2.432.27
OFI Global International Equity2.001.27
Harding Loevner Intl Eq ADR1.991.22
MFS International Equity1.881.15


Foreign Small/Mid Value1 year gross return1 year net return
RBC GAM International Equity SA31.4430.36
GCIM Intl Small Cap Opportunity29.7728.50
Brandes International Small Cap Eq28.0827.00
Wellington Intl Contrarian Value27.6726.61
Denver Inv International Small-Cap26.7825.15
QMA International Small Cap Equity25.9424.91
Denver Inv Concentrated Intl Small-Cap25.3823.87
The Boston International Small Cap Eq25.3424.18
SSgA Small Cap Intl Alpha Strategy25.0924.05
Philadelphia Intl LP Small Cap Intl Eq24.8024.29


Foreign Small/Mid Value5 year gross return5 year net return
Denver Inv Concentrated Intl Small-Cap8.267.11
Denver Inv International Small-Cap7.626.38
Brandes International Small Cap Eq7.326.37
IVA Diversified International7.296.34
First Eagle International Value Equity5.425.06
Templeton Intl Sm Cap Eq4.453.92
Renaissance Intl Small Cap Eq Wrap4.301.22
GCIM Intl Small Cap Opportunity4.103.08
Wellington Intl Contrarian Value3.122.25
AQR Capital International Small Cap2.901.87


Foreign Small/Mid Growth1 year gross return1 year net return
Wasatch International Small Cap Growth35.0633.65
Oberweis Intl Opportunities33.5332.24
T. Rowe Price Intl Small-Cap Equity27.5226.36
American Century Non-U.S. Small Cap26.5825.46
Pinnacle International Small Cap Equity26.4824.85
MFS International Small Cap Equity26.4725.30
Highclere Intl Investors SMID Fund25.4324.23
Arbor Capital International Small Cap25.3523.70
UBS Global ex US Small Cap Growth24.5023.29
Federated NonUS SmallMid Cap Equity Comp24.3623.10


Foreign Small/Mid Growth5 year gross return5 year net return
Highclere Intl Invs Smaller Companies Fd5.914.63
Wasatch International Small Cap Growth5.784.52
MFS International Small Cap Equity3.942.93
Navellier International Small Cap2.331.04
Columbia Wanger International Equity2.141.27
William Blair Intl Small Cap Growth1.710.72
T. Rowe Price Intl Small-Cap Equity1.590.63
Oberweis Intl Opportunities1.230.08
UBS Global ex US Small Cap Growth0.39-0.76
Copper Rock International Small Cap-0.13-1.12


Latin America Stock1 year gross return1 year net return
Financial Trust Latin Value Momentum24.1522.61
T. Rowe Price Latin America Eq Comp11.5210.58
Mirae Brazil Sector Leader Equity5.994.94


Latin America Stock5 year gross return5 year net return
Financial Trust Latin Value Momentum2.991.71
T. Rowe Price Latin America Eq Comp-0.21-1.06
Mirae Brazil Sector Leader Equity-1.61-2.60


Europe Stock1 year gross return1 year net return
T. Rowe Price Europe Smaller Co. Eq38.0737.06
Wellington Strategic European Equity31.8830.91
Pictet Small Cap European Core Comp30.7929.89
PineBridge Eurp Emerg Mkts Eq Composite30.6429.49
Pictet Asset Mgt Eastern European Equity29.3228.31
Acadian Europe Equity Ex-UK28.3127.37
BNP Paribas Europe Mid Cap27.4026.52
NS Partners European Equity Composite27.3526.60
Putnam European Core Equity27.2726.26
Vontobel Asset Mgt European Equity26.7825.53


Europe Stock5 year gross return5 year net return
Burgundy European Equity Composite3.192.21
CIBC International Equity1.751.01
Vontobel Asset Mgt European Equity1.49-0.04
Pictet Small Cap European Core Comp0.46-0.23
Lazard European Equity Select ADR SMA0.33-2.66
GEAM Europe Equity Select0.01-0.82
Pyrford European Equity-0.36-0.82
T. Rowe Price Europe Equity Strategy-0.54-1.08
MFS European Research Equity-0.60-1.29
Putnam European Core Equity-1.34-2.13


Japan Stock1 year gross return1 year net return
Burgundy Focus Asian Composite15.1614.31
Burgundy Asian (All Cap) Composite14.3013.18
BlackRock Pacific Basin Equity12.1911.52
T. Rowe Price Japan Equity Comp11.7011.03
Baillie Gifford Overseas Japanese Eq10.499.81
MFS Japan Equity10.489.71
Daiwa SB Structured Fundamental Japan10.139.48
Acadian Japanese Equity8.277.47
Daiwa Jap Sm-Mid Fr/Act7.827.18
IFDC Japan Mainstream6.406.40


Japan Stock5 year gross return5 year net return
Burgundy Asian (All Cap) Composite6.655.36
Burgundy Focus Asian Composite6.595.70
Tradewinds Japan Equity1.760.95
Daiwa Jap Sm-Mid Fr/Act1.681.08
Baillie Gifford Overseas Japanese Eq-0.55-1.22
MFS Japan Equity-1.57-2.29
BlackRock Pacific Basin Equity-1.78-2.38
T. Rowe Price Japan Equity Comp-3.39-3.97
Daiwa SB Structured Fundamental Japan-3.39-3.96
IFDC Japan Mainstream-3.92-3.92


Pacific/Asia ex-Japan Stk1 year gross return1 year net return
Mirae Asia Pacific Consumer Sector Eq29.1627.90
PGI Asia ex-Japan Equity27.4126.99
Horizon Asia Institutional26.0524.79
Investec 4Factor Asia Pacific ex Jap Eq25.7324.89
Brandes Asia ex-Japan Equity25.6224.30
T. Rowe Price Asia ex-Japan Eq Comp24.6523.61
Putnam Asia Pacific ex-Japan24.4923.24
Pyrford Pacific Basin ex Japan Equity24.3423.73
Havenport (Asia Pacific Ex Japan) Comp24.2323.34
Havenport (Developed Asia) - Composite24.0723.19


Pacific/Asia ex-Japan Stk5 year gross return5 year net return
Pyrford Pacific Basin ex Japan Equity9.649.14
Horizon Asia Institutional7.826.74
Mirae Asia Pacific Consumer Sector Eq7.626.55
Brandes Asia ex-Japan Equity6.955.78
MFS Asia Pacific ex Japan2.681.83
MFS Asia ex Japan Equity2.441.60
Havenport (Developed Asia) - Composite2.362.00
PGI Asia ex-Japan Equity1.711.27
T. Rowe Price Asia ex-Japan Eq Comp1.630.76
Newton Capital Mgt Pacific Bas ex Jap Eq1.110.40


Diversified Pacific/Asia1 year gross return1 year net return
ZPR All Asian41.5739.64
Asia Pacific Equity26.3525.36
Templeton Asia Pacific Eq24.6924.17
Pyrford Intl Plc Asia Pacific Equity22.4421.81
Natixis / AIA Mgd ETF - China21.1119.95
Oberweis Asia Opport19.6718.38
RCM Total Return Asia Equity17.9615.72
Sit Inv Pac Basin16.3515.32
Accuvest Asian Advantage15.0014.78
Daiwa SBI Pac Basin Eq14.0613.38


Diversified Pacific/Asia5 year gross return5 year net return
ZPR All Asian24.1321.98
Pyrford Intl Plc Asia Pacific Equity6.486.00
Templeton Asia Pacific Eq2.682.26
Natixis / AIA Mgd ETF - China0.14-0.98
RCM Total Return Asia Equity-0.24-2.02
Sit Inv Pac Basin-0.98-1.85
Asia Pacific Equity-2.01-2.80
Daiwa SBI Pac Basin Eq-2.63-3.23
Oberweis Asia Opport0.000.00
Accuvest Asian Advantage0.000.00


Diversified Emerging Mkts1 year gross return1 year net return
LGM Frontier Markets Strategy42.8939.75
Cohen & Steers Emging Mkts Rl Estt Secs42.1039.52
Acadian Emerging Markets Small Cap Eq38.3836.69
QMA Emerging Markets Small Cap Equity37.8136.47
Forum Emerging Markets Strategy36.7635.43
Acamar Emerging Growth34.8933.58
Driehaus Emerging Mkt Small Cap Gr30.7328.82
Wasatch Emerging Markets SmllCap SA30.1228.14
Burgundy Emerging Markets29.4029.36
SSGA Active Emerging Markets Sm Cp Strat29.3728.04


Diversified Emerging Mkts5 year gross return5 year net return
Westwood Global Emerging Mkts Composite6.825.90
Vontobel Asset Mgt Emg Mkts Eq5.624.21
EARNEST Emerging Markets5.484.43
Brandes Emerging Markets Equity5.014.05
OFI Global Emerging Markets4.934.05
OFII Emerging Markets Equity4.743.78
LSV Asset Mgt Emg Mkts Val Eq4.163.17
Lee Munder Capital Group Emer Markets3.802.80
PanAgora Dynamic Emg Mkts Equity3.512.64
DCM Emerging Markets Equity3.352.27


Global Real Estate1 year gross return1 year net return
EII Int'l (ex-US) Real Estate Securities45.2043.80
PGI Global ex-US Real Estate Securities43.2742.50
Goldman Sachs Intl Real Estate Secs42.9841.80
Driehaus International Realty42.5041.84
Morgan Stanley Glbl ex-US Real Estate41.5540.77
Invesco Global ex-US REITs40.9539.86
Forum Securities Global Ex-US Divers40.7439.64
JPMorgan Intl Real Estate Securities40.5039.50
Urdang Global ex-US REIT Fund37.8737.24
Third Avenue Real Estate Value Equity37.5636.10


Global Real Estate5 year gross return5 year net return
Heitman Global Focused Strategy4.914.22
Adelante Global Strategy3.923.12
Heitman Global Diversified Strategy3.682.91
Urdang Global REIT2.822.20
EII Global Real Estate Securities2.681.67
Third Avenue Real Estate Value Equity2.631.48
PGI Global Real Estate Securities2.631.87
AEW Global Diversified REIT (EPRA)2.541.79
Morgan Stanley Glbl Real Estate2.491.90
Duff & Phelps Intl Real Estate Secs2.471.59


World Bond1 year gross return1 year net return
Brandywine Global Credit28.9527.69
Franklin Templeton Euro High Yield24.1723.53
Brandywine Intl Opportunistic Fxd Inc21.4620.92
Franklin Templeton Global Multi-Sector21.2620.74
PGI Global High Yield19.1418.24
Newgate Total Return Income18.7817.91
Lazard Glbl Listed Infrastruct USD Hedge18.7617.79
Brandywine International Fixed Inc18.7118.19
PGI Global Credit Opportunities18.1417.26
CapGuard/Intl Global High Yield FI18.0217.20


World Bond5 year gross return5 year net return
Franklin Templeton Global Multi-Sector13.6712.43
Strategic Non-Dollar Bond Composite11.9612.00
Franklin Templeton Global Bond Plus11.2410.19
PIMCO Diversified Income10.309.53
Brandywine Global Fixed Income10.259.68
Stone Harbor Glbl High Yield Comp 70/309.999.54
Prudential Global Aggregate Plus9.919.44
CapGuard/Intl Global High Yield FI9.819.05
Federated Strategic Multi-Sector FI Comp9.528.98
Newgate Total Return Income9.468.60


High Yield Bond1 year gross return1 year net return
TCW Opportunistic MBS32.3831.45
Manulife AM US High Yield Fixed Income27.4926.85
Brandywine Global Credit Opportun25.4423.31
DCM High Yield23.8523.24
Brandywine Global High Yield23.5122.73
Oaktree European High Yield Bonds21.7421.16
NCRAM Hi Yld Tol Ret Instl (HYTRIC)21.3620.77
Loomis Sayles High Yield Full Discretion20.7120.21
Pyramis High Yield CMBS Composite20.0919.20
Franklin Templeton Global High Yield19.5918.92


High Yield Bond5 year gross return5 year net return
Clark Navigator Fixed Income TR14.8213.86
Braver Tactical High Yield Bond14.3613.23
First Eagle High Yield Separate Account14.3113.51
PageOne SIP14.0813.23
WST Dynamic Total Return Strategy13.8211.89
NCRAM Hi Yld Tol Ret Instl (HYTRIC)12.1811.63
MacKay Shields High Yld Active Core12.1311.53
Neuberger Berman Full Market High Yield12.1211.50
AEGON High Yield Fixed Income12.0011.61
AXA Inv Mgrs High Yld11.9911.40


Intermediate Government1 year gross return1 year net return
UCM Active Mortgage-Backed Securities13.7913.64
S&P Capital Appreciation Fund Moderate12.1411.97
Federated Core Plus Fixed Income MA8.086.88
Federated Govt Credit w MAPS MA8.046.83
Federated Govt Credit no MAPS MA6.905.68
Buckhead Govt/Credit Composite6.716.43
Federated Intermediate Govt Credit MA6.585.41
Astor Active Income Program6.154.31
Western Asset Active Bond Gov/Corp-SMA5.894.32
Sage Core Government/Credit Fixed Income5.314.92


Intermediate Government5 year gross return5 year net return
UCM Active Mortgage-Backed Securities13.1712.88
Federated Govt Credit w MAPS MA8.046.73
Federated Govt Credit no MAPS MA7.255.92
Seix Core Government/Credit7.236.80
Sage Core Government/Credit Fixed Income6.966.58
Federated Core Plus Fixed Income MA6.955.63
Western Asset Active Bond Gov/Corp-SMA6.945.37
Buckhead Govt/Credit Composite6.926.55
CS McKee Broad Government Fixed6.846.33
Logan Circle STAMP Intmt Govt/Credit6.636.36


Intermediate-Term Bond1 year gross return1 year net return
Spectrum Preferred Securities20.1819.88
Flaherty & Crumrine Separate Mgd Account19.3518.78
Spectrum SMA Tax Advantaged Pref Secs18.0115.40
Spectrum Preferred Secs Offshore (NRA)17.3314.72
Spectrum SMA Preferred Securities17.0314.44
Stonebridge Tax-Advantaged QDI Pref Secs16.8616.47
PIMCO Investmt Grade Corporate15.0814.56
Brookfield CMBS Composite14.9814.57
Stonebridge Std Taxable Pref Secs14.6214.28
ING Investment Grade Credit14.3213.88


Intermediate-Term Bond5 year gross return5 year net return
Camden Bond Composite11.5610.08
Flaherty & Crumrine Separate Mgd Account11.4710.94
PIMCO Investmt Grade Corporate10.7910.29
MacKay Shields Core Plus Opportunities10.259.82
Loomis Sayles Core Plus10.139.88
Stonebridge Std Taxable Pref Secs10.099.66
Stonebridge Tax-Advantaged QDI Pref Secs9.919.52
PGI Corporate Plus9.579.31
MFS Corporate Fixed Income9.529.06
Spectrum Preferred Securities9.489.19


Short Government1 year gross return1 year net return
Garcia Fix-Inc Government/Credit11.4811.24
FFTW Mortgage - Unconstrained10.069.79
FFTW Mortgage Alpha6.956.42
JPMorgan MBS Bond (Columbus)5.875.60
BlackRock Mortgage5.655.39
Garcia F/I Short Duration Opportunistic5.175.02
Sit Inv Short Dur Strat4.113.70
Redstone Short-Intermediate Comp3.473.19
PIMCO Mortgage Constrained3.293.14
Brown Advisory Limited Duration3.052.78


Short Government5 year gross return5 year net return
FFTW Mortgage - Unconstrained9.799.52
Garcia Fix-Inc Government/Credit8.237.93
FFTW Mortgage Alpha8.087.55
JPMorgan MBS Bond (Columbus)7.917.64
BlackRock Mortgage6.306.01
PIMCO Mortgage Constrained6.206.02
Sit Inv Short Dur Strat6.185.74
Eagle Government Securities Inst5.284.86
Eagle Government Securities - Retail5.214.22
Redstone Short-Intermediate Comp5.174.91


Short-Term Bond1 year gross return1 year net return
Brookfield Opportunistic MBS29.2928.38
Atlantic Enhanced Stock Indexing18.9318.37
First Western High Yield Short Duration15.2514.72
TCW MetWest Strategic Income14.4112.57
TCW MetWest Opportunistic Core Plus11.1110.67
Atalanta Sosnoff Tx Exmpt Interm Dur Fxd10.3710.18
PIMCO Core Plus Total Ret Full Auth10.349.86
PIMCO Mode Dur Core Plus Full Authority8.417.95
3D Fixed Income ETF Portfolio8.157.61
Western Asset Core Plus SMA7.806.23


Short-Term Bond5 year gross return5 year net return
TCW MetWest Opportunistic Core Plus11.1510.70
First Western High Yield Short Duration9.238.49
PIMCO Core Plus Total Ret Full Auth8.457.97
Western Asset Core Plus SMA7.896.31
PIMCO Mode Dur Core Plus Full Authority7.637.17
Atalanta Sosnoff Tx Exmpt Interm Dur Fxd7.026.82
Jennison Active Intermediate6.696.57
Merganser Interm. Bond6.676.38
PIMCO Mortgage Unconstrained6.646.06
BlackRock Core PLUS6.416.09


Ultrashort Bond1 year gross return1 year net return
Western Asset Mgt US Index Plus22.1621.76
TCW MetWest AlphaTrak19.7619.71
Pyramis Leveraged Loans Composite12.9412.38
The Lara U.S Treas Bond Mgt Prog6.4411.03
Goldman Sachs US Mortgages4.294.02
TCW MetWest Ultra Short Bonds4.033.87
Columbia Currency Alpha Absolute Return3.642.74
PIMCO Short Term3.603.19
Federated Active Cash Moderate FI Comp2.512.19
First Quadrant Tact Curr Alloc L/S USD2.432.26


Ultrashort Bond5 year gross return5 year net return
Pyramis Leveraged Loans Composite7.877.33
Goldman Sachs US Mortgages5.615.32
DBF Short Duration Govt/Agency3.793.57
Dana Limited Volatility3.403.16
Taxable 1-3 Year Fixed Income3.403.19
The Lara U.S Treas Bond Mgt Prog3.364.23
StableRiver US Govt Sec Ultra-Shrt Strat3.042.80
PIMCO Short Term3.012.62
StableRiver Ultra Short2.712.46
Federated Active Cash Moderate FI Comp2.692.39


Long Government1 year gross return1 year net return
TCW Securitized Opportunities23.4522.25
CMG SR Treasury Bond Program12.049.29
JPMorgan Long Duration Diversified Alpha11.4811.09
Johnson Institutional Mgmt Lng Crdt10.8810.62
JPMorgan Long Duration Invmtt Grade Plus10.309.97
JPMorgan Long Duration Investment Grade10.049.77
Hillswick Long Duration Government6.125.84
PIMCO Long Duration Treasury5.424.90
JKMAM Active Aggregate5.194.78
Mellon Cap EB LT Gov't Bond Index Fund3.793.74


Long Government5 year gross return5 year net return
TCW Securitized Opportunities23.1121.78
CMG SR Treasury Bond Program21.4218.43
NISA 15+ STRIPS12.9912.72
Hillswick Long Duration Government12.9412.62
NISA Long Dur Govt Only Consolidated12.7712.50
Jennison Active Long Government11.5011.29
PIMCO Long Duration Treasury11.4110.88
JPMorgan Long Duration Invmtt Grade Plus11.1210.70
Hoisington Inv Mgt Macroeconomic FI Comp11.1210.90
JPMorgan Long Duration Diversified Alpha10.4410.04


Long-Term Bond1 year gross return1 year net return
Nuveen Preferred Securities18.5817.12
Delaware - Long Dur Fix-Inc17.4716.84
PIMCO Long Term Bond - Long Credit17.3517.06
Logan Circle Long Credit17.3416.92
Guggenheim Absolute Return Strategic16.8016.47
CapGuard/Intl Long Duration Credit Plus16.4916.16
Delaware Corp Bond Fix-Inc15.6115.06
STW Fixed Income Mgt Long Govt/Credit15.4615.24
AAM Core Plus15.2114.49
PineBridge US Lng Dur Crdit Bd Composite15.1314.82


Long-Term Bond5 year gross return5 year net return
Reams Long Duration Fixed Income17.0216.78
Delaware - Long Dur Fix-Inc14.5413.95
Logan Circle Long Duration13.7013.30
Standish US Long Duration13.6213.38
PineBridge US Lng Dur Crdit Bd Composite12.8712.56
PIMCO Long Term Bond Full Authority12.7912.53
PIMCO Long Term Bond - Long Credit12.7012.39
BMO Long Duration Fixed Income12.2011.86
Dodge & Cox Long Duration12.1211.50
CapGuard/Intl Long Dur Gov/Credit Plus12.0511.71


Multisector Bond1 year gross return1 year net return
First Trust FTA Taxable Closed-End Fund19.0017.16
Loomis Sayles Multi-Sector Full Discretn17.5717.23
Howard Viper 216.2213.74
Herzfeld Taxable Closed-End Bond15.3714.03
Thornburg Multisector Opportunistic Stra13.8713.04
Putnam Multi-Strategy Fixed Income13.5612.76
PineBridge Strat Bond Composite (USD)13.5213.07
Logan Circle Multi-Sector Fixed Income13.2112.85
Caywood-Scholl Hybrid Fixed Income12.6212.38
Manulife AM US Strategic Fixed Income12.5512.10


Multisector Bond5 year gross return5 year net return
BTS Select Bond Asset Allocation Program15.9313.27
Clark Navigator FI Total Return (SAI)14.8213.88
Camden Bond11.5610.08
Medium Quality Core Fixed Income10.319.87
Caywood-Scholl Hybrid Fixed Income10.169.94
Loomis Sayles Multi-Sector Full Discretn10.009.66
Manulife AM US Strategic Fixed Income9.759.34
Howard Viper 29.617.25
Thornburg Multisector Opportunistic Stra9.518.39
GW Capital Medium-grade Bond9.408.90


High Yield Bond1 year gross return1 year net return
TCW Opportunistic MBS32.3831.45
Manulife AM US High Yield Fixed Income27.4926.85
Brandywine Global Credit Opportun25.4423.31
DCM High Yield23.8523.24
Brandywine Global High Yield23.5122.73
Oaktree European High Yield Bonds21.7421.16
NCRAM Hi Yld Tol Ret Instl (HYTRIC)21.3620.77
Loomis Sayles High Yield Full Discretion20.7120.21
Pyramis High Yield CMBS Composite20.0919.20
Franklin Templeton Global High Yield19.5918.92


High Yield Bond5 year gross return5 year net return
Clark Navigator Fixed Income TR14.8213.86
Braver Tactical High Yield Bond14.3613.23
First Eagle High Yield Separate Account14.3113.51
PageOne SIP14.0813.23
WST Dynamic Total Return Strategy13.8211.89
NCRAM Hi Yld Tol Ret Instl (HYTRIC)12.1811.63
MacKay Shields High Yld Active Core12.1311.53
Neuberger Berman Full Market High Yield12.1211.50
AEGON High Yield Fixed Income12.0011.61
AXA Inv Mgrs High Yld11.9911.40


Intermediate Government1 year gross return1 year net return
UCM Active Mortgage-Backed Securities13.7913.64
S&P Capital Appreciation Fund Moderate12.1411.97
Federated Core Plus Fixed Income MA8.086.88
Federated Govt Credit w MAPS MA8.046.83
Federated Govt Credit no MAPS MA6.905.68
Buckhead Govt/Credit Composite6.716.43
Federated Intermediate Govt Credit MA6.585.41
Astor Active Income Program6.154.31
Western Asset Active Bond Gov/Corp-SMA5.894.32
Sage Core Government/Credit Fixed Income5.314.92


Intermediate Government5 year gross return5 year net return
UCM Active Mortgage-Backed Securities13.1712.88
Federated Govt Credit w MAPS MA8.046.73
Federated Govt Credit no MAPS MA7.255.92
Seix Core Government/Credit7.236.80
Sage Core Government/Credit Fixed Income6.966.58
Federated Core Plus Fixed Income MA6.955.63
Western Asset Active Bond Gov/Corp-SMA6.945.37
Buckhead Govt/Credit Composite6.926.55
CS McKee Broad Government Fixed6.846.33
Logan Circle STAMP Intmt Govt/Credit6.636.36


Intermediate-Term Bond1 year gross return1 year net return
Spectrum Preferred Securities20.1819.88
Flaherty & Crumrine Separate Mgd Account19.3518.78
Spectrum SMA Tax Advantaged Pref Secs18.0115.40
Spectrum Preferred Secs Offshore (NRA)17.3314.72
Spectrum SMA Preferred Securities17.0314.44
Stonebridge Tax-Advantaged QDI Pref Secs16.8616.47
PIMCO Investmt Grade Corporate15.0814.56
Brookfield CMBS Composite14.9814.57
Stonebridge Std Taxable Pref Secs14.6214.28
ING Investment Grade Credit14.3213.88


Intermediate-Term Bond5 year gross return5 year net return
Camden Bond Composite11.5610.08
Flaherty & Crumrine Separate Mgd Account11.4710.94
PIMCO Investmt Grade Corporate10.7910.29
MacKay Shields Core Plus Opportunities10.259.82
Loomis Sayles Core Plus10.139.88
Stonebridge Std Taxable Pref Secs10.099.66
Stonebridge Tax-Advantaged QDI Pref Secs9.919.52
PGI Corporate Plus9.579.31
MFS Corporate Fixed Income9.529.06
Spectrum Preferred Securities9.489.19


Short Government1 year gross return1 year net return
Garcia Fix-Inc Government/Credit11.4811.24
FFTW Mortgage - Unconstrained10.069.79
FFTW Mortgage Alpha6.956.42
JPMorgan MBS Bond (Columbus)5.875.60
BlackRock Mortgage5.655.39
Garcia F/I Short Duration Opportunistic5.175.02
Sit Inv Short Dur Strat4.113.70
Redstone Short-Intermediate Comp3.473.19
PIMCO Mortgage Constrained3.293.14
Brown Advisory Limited Duration3.052.78


Short Government5 year gross return5 year net return
FFTW Mortgage - Unconstrained9.799.52
Garcia Fix-Inc Government/Credit8.237.93
FFTW Mortgage Alpha8.087.55
JPMorgan MBS Bond (Columbus)7.917.64
BlackRock Mortgage6.306.01
PIMCO Mortgage Constrained6.206.02
Sit Inv Short Dur Strat6.185.74
Eagle Government Securities Inst5.284.86
Eagle Government Securities - Retail5.214.22
Redstone Short-Intermediate Comp5.174.91


Short-Term Bond1 year gross return1 year net return
Brookfield Opportunistic MBS29.2928.38
Atlantic Enhanced Stock Indexing18.9318.37
First Western High Yield Short Duration15.2514.72
TCW MetWest Strategic Income14.4112.57
TCW MetWest Opportunistic Core Plus11.1110.67
Atalanta Sosnoff Tx Exmpt Interm Dur Fxd10.3710.18
PIMCO Core Plus Total Ret Full Auth10.349.86
PIMCO Mode Dur Core Plus Full Authority8.417.95
3D Fixed Income ETF Portfolio8.157.61
Western Asset Core Plus SMA7.806.23


Short-Term Bond5 year gross return5 year net return
TCW MetWest Opportunistic Core Plus11.1510.70
First Western High Yield Short Duration9.238.49
PIMCO Core Plus Total Ret Full Auth8.457.97
Western Asset Core Plus SMA7.896.31
PIMCO Mode Dur Core Plus Full Authority7.637.17
Atalanta Sosnoff Tx Exmpt Interm Dur Fxd7.026.82
Jennison Active Intermediate6.696.57
Merganser Interm. Bond6.676.38
PIMCO Mortgage Unconstrained6.646.06
BlackRock Core PLUS6.416.09


Ultrashort Bond1 year gross return1 year net return
Western Asset Mgt US Index Plus22.1621.76
TCW MetWest AlphaTrak19.7619.71
Pyramis Leveraged Loans Composite12.9412.38
The Lara U.S Treas Bond Mgt Prog6.4411.03
Goldman Sachs US Mortgages4.294.02
TCW MetWest Ultra Short Bonds4.033.87
Columbia Currency Alpha Absolute Return3.642.74
PIMCO Short Term3.603.19
Federated Active Cash Moderate FI Comp2.512.19
First Quadrant Tact Curr Alloc L/S USD2.432.26


Ultrashort Bond5 year gross return5 year net return
Pyramis Leveraged Loans Composite7.877.33
Goldman Sachs US Mortgages5.615.32
DBF Short Duration Govt/Agency3.793.57
Dana Limited Volatility3.403.16
Taxable 1-3 Year Fixed Income3.403.19
The Lara U.S Treas Bond Mgt Prog3.364.23
StableRiver US Govt Sec Ultra-Shrt Strat3.042.80
PIMCO Short Term3.012.62
StableRiver Ultra Short2.712.46
Federated Active Cash Moderate FI Comp2.692.39


Long Government1 year gross return1 year net return
TCW Securitized Opportunities23.4522.25
CMG SR Treasury Bond Program12.049.29
JPMorgan Long Duration Diversified Alpha11.4811.09
Johnson Institutional Mgmt Lng Crdt10.8810.62
JPMorgan Long Duration Invmtt Grade Plus10.309.97
JPMorgan Long Duration Investment Grade10.049.77
Hillswick Long Duration Government6.125.84
PIMCO Long Duration Treasury5.424.90
JKMAM Active Aggregate5.194.78
Mellon Cap EB LT Gov't Bond Index Fund3.793.74


Long Government5 year gross return5 year net return
TCW Securitized Opportunities23.1121.78
CMG SR Treasury Bond Program21.4218.43
NISA 15+ STRIPS12.9912.72
Hillswick Long Duration Government12.9412.62
NISA Long Dur Govt Only Consolidated12.7712.50
Jennison Active Long Government11.5011.29
PIMCO Long Duration Treasury11.4110.88
JPMorgan Long Duration Invmtt Grade Plus11.1210.70
Hoisington Inv Mgt Macroeconomic FI Comp11.1210.90
JPMorgan Long Duration Diversified Alpha10.4410.04


Long-Term Bond1 year gross return1 year net return
Nuveen Preferred Securities18.5817.12
Delaware - Long Dur Fix-Inc17.4716.84
PIMCO Long Term Bond - Long Credit17.3517.06
Logan Circle Long Credit17.3416.92
Guggenheim Absolute Return Strategic16.8016.47
CapGuard/Intl Long Duration Credit Plus16.4916.16
Delaware Corp Bond Fix-Inc15.6115.06
STW Fixed Income Mgt Long Govt/Credit15.4615.24
AAM Core Plus15.2114.49
PineBridge US Lng Dur Crdit Bd Composite15.1314.82


Long-Term Bond5 year gross return5 year net return
Reams Long Duration Fixed Income17.0216.78
Delaware - Long Dur Fix-Inc14.5413.95
Logan Circle Long Duration13.7013.30
Standish US Long Duration13.6213.38
PineBridge US Lng Dur Crdit Bd Composite12.8712.56
PIMCO Long Term Bond Full Authority12.7912.53
PIMCO Long Term Bond - Long Credit12.7012.39
BMO Long Duration Fixed Income12.2011.86
Dodge & Cox Long Duration12.1211.50
CapGuard/Intl Long Dur Gov/Credit Plus12.0511.71


Multisector Bond1 year gross return1 year net return
First Trust FTA Taxable Closed-End Fund19.0017.16
Loomis Sayles Multi-Sector Full Discretn17.5717.23
Howard Viper 216.2213.74
Herzfeld Taxable Closed-End Bond15.3714.03
Thornburg Multisector Opportunistic Stra13.8713.04
Putnam Multi-Strategy Fixed Income13.5612.76
PineBridge Strat Bond Composite (USD)13.5213.07
Logan Circle Multi-Sector Fixed Income13.2112.85
Caywood-Scholl Hybrid Fixed Income12.6212.38
Manulife AM US Strategic Fixed Income12.5512.10


Multisector Bond5 year gross return5 year net return
BTS Select Bond Asset Allocation Program15.9313.27
Clark Navigator FI Total Return (SAI)14.8213.88
Camden Bond11.5610.08
Medium Quality Core Fixed Income10.319.87
Caywood-Scholl Hybrid Fixed Income10.169.94
Loomis Sayles Multi-Sector Full Discretn10.009.66
Manulife AM US Strategic Fixed Income9.759.34
Howard Viper 29.617.25
Thornburg Multisector Opportunistic Stra9.518.39
GW Capital Medium-grade Bond9.408.90


Inflation-Protected Bond1 year gross return1 year net return
PIMCO Real Ret Asset Long Duration14.1013.52
PIMCO Real Return Full Authority9.659.15
PIMCO Real Return for Managed Accounts9.557.88
Standish Global TIPS9.519.41
Hartford Inv Mgt TIPS – Asset Class7.427.20
Franklin Templeton US TIPS7.347.20
BlackRock TIPS PLUS7.297.13
American Century US Inflation-Adjust Bd7.206.69
FFTW Inflation Linked Bonds U.S.7.176.96
Western Asset Mgt US TIPS Full Discr7.156.81


Inflation-Protected Bond5 year gross return5 year net return
PIMCO Real Ret Asset Long Duration11.5210.93
PIMCO Real Return for Managed Accounts8.546.90
PIMCO Real Return Full Authority8.387.83
Hartford Inv Mgt TIPS – Asset Class7.817.60
FFTW Inflation Linked Bonds U.S.7.757.51
Franklin Templeton US TIPS7.427.29
American Century US Inflation-Adjust Bd7.346.80
Standish US TIPS7.297.19
BlackRock TIPS PLUS7.286.95
Delaware - Inflation Protected Bond7.286.80


Stable Value1 year gross return1 year net return
Fiduciary Capital Mgt FCM/GIC Stable Val2.962.72
IBEW NECA Stable Value Trust Premier Cl2.880.00
T. Rowe Price Stable Val Comp2.812.55
Galliard Stable Value Composite2.732.32
BMO Employee Benefit Stable Principal Fd2.622.21
Invesco Stable Value2.352.15
JPMorgan US FI Stable Value (NY)2.292.17
RiverSource Trust Stable Capital Fd D2.271.81
Columbia Stable Value – Government Strat2.181.98
Columbia Stable Value – Inv Grade Strat1.931.72


Stable Value5 year gross return5 year net return
T. Rowe Price Stable Val Comp3.963.76
Fiduciary Capital Mgt FCM/GIC Stable Val3.903.67
Galliard Stable Value Composite3.653.08
IBEW NECA Stable Value Trust Premier Cl3.570.00
Invesco Stable Value3.533.33
Columbia Stable Value – Government Strat3.393.18
BMO Employee Benefit Stable Principal Fd3.042.63
Columbia Stable Value – Inv Grade Strat2.972.74
JPMorgan US FI Stable Value (NY)2.842.69
SMA Stable Value Fund2.722.72


Convertibles1 year gross return1 year net return
Cohen & Steers Preferred Securities23.2422.23
Camden Long Only Convertible Composite16.6816.08
ClearBridge U.S. Convertibles15.4014.72
PENN Capital Mgt Convertible Securities15.1914.34
Delaware - Convertibles14.9514.44
Invesco Convertible Securities14.7914.05
Oaktree U.S. Convertibles14.7514.19
Zazove Global Convertibles14.2713.15
Putnam HY Convertible Managed Acct13.9613.96
Gabelli Asset Mgt Convert13.8712.90


Convertibles5 year gross return5 year net return
Cohen & Steers Preferred Securities10.9210.40
PENN Capital Mgt Convertible Securities9.848.14
Oaktree High Income Convertibles9.719.16
Wellesley Invstm Convertibles SA8.948.14
Shenkman Capital Mgt Convertible Comp8.367.55
Zazove Global Convertibles7.546.47
ClearBridge U.S. Convertibles7.366.72
Nicholas Inv - Convertibles7.286.47
Invesco Convertible Securities6.705.93
Delaware - Convertibles6.585.96


Emerging Markets Bond1 year gross return1 year net return
Logan Circle Emerging Markets Debt27.4326.67
Brandywine Global Emerging Markets Debt27.2626.40
GMO Emerging Country Debt Strategy27.2226.26
Ashmore Emerg Mkts Corp Dbt (Broad) Comp24.1222.73
Stone Harbor EMD Total Return23.9522.85
Prudential Fixed Inc Emerging Mkts Debt23.6822.81
TCW Emerging Markets Fixed Income23.6122.92
Acadian Emerging Markets Debt22.9422.23
SeaCrest Inv Mgmt Emer Mkt Debt22.6722.67
Invesco Emerging Market Corporate Bond22.5821.80


Emerging Markets Bond5 year gross return5 year net return
TCW Emerging Markets Fixed Income15.2714.56
Logan Circle Emerging Markets Debt14.9914.33
DCM - Emerging Markets Debt13.2112.54
Wellington Emerging Markets Debt13.2112.55
Ashmore Emerg Mkts Corp Dbt (Broad) Comp13.1611.88
Columbia Emerging Markets Fixed Income12.7611.85
AEGON Emerging Markets - Glb Diversified12.5812.19
Stone Harbor EMD Total Return12.1911.59
Pyramis Emerging Market Debt Composite12.1611.44
AllianceBernstein Emerging Markets Debt12.1411.43


World Allocation1 year gross return1 year net return
UBS Global Frontier Portfolio20.5219.35
Niemann Dynamic Sector19.1717.30
GEAM Global Select Equity19.0418.22
Baillie Gifford Overseas Global Alpha18.7017.93
Loring Ward Global Equity DFA18.0417.74
Loring Ward Global Equity DFA TM17.7917.50
Loring Ward Global Equity DFA SRI17.3817.10
Parametric Tax Mngd Core MSCI EAFE + CAN17.0816.53
JP Morgan Global Focus17.0116.14
ICON Global Growth Portfolio16.9715.37


World Allocation5 year gross return5 year net return
TTM Momentum Growth Strategy12.3411.85
TTM All Weather Strategy12.0311.45
TTM Institutional Growth Strategy9.939.45
TTM Market Masters Strategy9.549.54
Innealta Country Rotation Model9.146.93
PIMCO All Asset Strategy7.866.87
TTM Endowment Strategy7.787.78
IVA Diversified Global7.146.17
PanAgora Risk Parity Multi Asset Plus6.635.27
Metropolitan Tactical Growth6.023.17


Conservative Allocation1 year gross return1 year net return
Parametric Enhanced Income18.6818.24
NWQ Flexible Income18.2317.48
Parametric Tax-Adv Enhanced Income18.0617.62
MIS Conservative Strategy - Tax Def-NFS15.7112.76
Innealta Tac ETF Risk-Based Opp Consvt14.7212.23
Morningstar Balanced - Advisor Group WMP14.6014.32
Morningstar Income - Advisor Group WMP14.5314.25
Potomac Income Plus13.9311.12
Kingfisher Global Tactical Conservative13.8213.26
HMSA Growth and Income Portfolio13.8113.39


Conservative Allocation5 year gross return5 year net return
Clark Navigator MultiStrategy 25-75(SAI)12.6510.74
IWM Income Model11.8911.88
PageOne SIP Plus10.818.95
Innealta Sector Rotation Core Model9.477.22
Clark Navigator MultiStrategy 50-50(SAI)9.367.61
BCM Moderate Growth Premium8.967.20
AMP Income Generating7.937.39
SFS Proactive Conservative Growth7.927.27
BCM Moderate Growth7.926.17
SFS Proactive Income Strategies7.717.07


Moderate Allocation1 year gross return1 year net return
Brandywine Domestic Balanced29.2227.96
Advisors Asset Mgt Tactical Income20.4019.52
Innealta Tac ETF Risk-Based Opp Growth19.3417.00
Johnson Institutional Mgt Enhanced Index18.4418.15
Ferguson Wellman Cap Mgt Bal18.3817.40
Innealta Tac ETF Risk-Based Opp Mod17.9815.77
SFS Quant Phase 5 Standard17.8517.15
SFS Quant Phase 4 Standard16.8116.12
SFS Proactive Global Strategies16.7216.04
BTS Strat Asst Allc Gr & Inc Portfolio16.6614.12


Moderate Allocation5 year gross return5 year net return
CMG Opportunistic All Asset Strategy18.1715.30
Good Harbor U.S. Tactical Core16.3015.02
Clark Navigator Glbl Bal ETF 20-80 Hdgd11.8911.75
IWM Moderate Growth10.7510.74
IWM Moderate10.2110.20
BCM Growth Premium9.978.19
IWM Conservative Growth9.739.72
IWM Conservative9.539.52
Weatherstone Income Plus9.527.41
BCM Growth9.377.60


Target Date 2000-20101 year gross return1 year net return
JPMorgan Commingled Pension Sr2010 C Cl11.6711.22
JPMCB SmartRetiremt Passive Blend Income11.6011.30
JPMorgan Commingled Pension Sr Inc C Cl11.5411.10
Principal Trust Target 2010 I11.2311.19
Principal Trust Target 2010 I1011.2311.01
Principal Trust Target 2010 I2511.2310.76
Principal Trust Target 2010 Fund R611.2310.55
Principal Trust Target 2010 Fund R511.2310.45
Principal Trust Target 2010 Fund R411.2310.41
Principal Trust Target 2010 Fund R311.2310.19


Target Date 2000-20105 year gross return5 year net return
JPMorgan Commingled Pension Sr Inc C Cl5.084.65
JPMorgan Commingled Pension Sr2010 C Cl4.484.06
JPMCB SmartRetiremt Passive Blend Income0.000.00
Principal Trust Target 2010 I0.000.00
SSgA Target Retirement 2010 NL Ser A0.005.02
JPMCB SmartRetirement 2010 Fund-C200.000.00
SSgA Target Retirement 2010 SL Fd Cl II0.004.92
Principal Trust Target 2010 I100.000.00
SSgA Target Retirement 2010 NL Ser C0.005.01
JPMCB SmrtRetirmt Pasv Blnd 2010-C0.000.00


Target Date 2011-20151 year gross return1 year net return
JPMorgan Commingled Pension Sr2015 C Cl13.5312.95
Schwab Managed Retirement Tr Fd 2015 IV12.3111.89
Principal Trust Target 2015 I12.1111.95
Principal Trust Target 2015 I1012.1111.95
Principal Trust Target 2015 I2512.1111.88
Principal Trust Target 2015 Fund R612.1111.82
Principal Trust Target 2015 Fund R512.1111.65
Principal Trust Target 2015 Fund R412.1111.49
Principal Trust Target 2015 Fund R312.1111.30
Principal Trust Target 2015 Fund R212.1111.14


Target Date 2011-20155 year gross return5 year net return
JPMorgan Commingled Pension Sr2015 C Cl4.543.98
Meeder Age-based 60-622.542.54
JPMCB SmartRetirement 2015 Fund-C200.000.00
JPMCB SmrtRetirmt Pasv Blnd 2015-C0.000.00
SSgA Target Retirement 2015 NL Ser A0.004.85
SSgA Target Retirement 2015 SL Fd Cl II0.004.73
SSgA Target Retirement 2015 NL Ser C0.004.79
SSgA Target Retirement 2015 SL Fd Cl III0.004.47
SSgA Target Retirement 2015 NL Ser D0.004.45
SSgA Target Retirement 2015 SL Ser VI0.004.45


Target Date 2016-20201 year gross return1 year net return
JPMorgan Commingled Pension Sr2020 C Cl15.0814.41
Schwab Managed Retirement Tr Fd 2020 IV13.8213.30
Principal Trust Target 2020 I13.1213.10
Principal Trust Target 2020 I1013.1212.90
Principal Trust Target 2020 Fund R613.1212.58
Principal Trust Target 2020 I2513.1212.55
Principal Trust Target 2020 Fund R513.1212.54
Principal Trust Target 2020 Fund R413.1212.51
Principal Trust Target 2020 Fund R313.1212.34
Principal Trust Target 2020 Fund R213.1212.23


Target Date 2016-20205 year gross return5 year net return
JPMorgan Commingled Pension Sr2020 C Cl4.183.56
Meeder Age-based 55-591.951.95
JPMCB SmartRetirement 2020 Fund-C200.000.00
JPMCB SmrtRetirmt Pasv Blnd 2020-C0.000.00
SSgA Target Retirement 2020 NL Ser A0.004.44
SSgA Target Retirement 2020 SL Fd Cl II0.004.36
SSgA Target Retirement 2020 NL Ser C0.004.43
SSgA Target Retirement 2020 SL Fd Cl III0.004.10
SSgA Target Retirement 2020 NL Ser D0.004.08
SSgA Target Retirement 2020 SL Ser VI0.004.08


Target Date 2021-20251 year gross return1 year net return
JPMorgan Commingled Pension Sr2025 C Cl16.2215.49
Schwab Managed Retirement Tr Fd 2025 IV14.8614.30
JPMCB SmartRetiremt Passive Blend 202014.2713.96
Principal Trust Target 2025 I14.1114.07
Principal Trust Target 2025 I1014.1113.81
Principal Trust Target 2025 I2514.1113.52
Principal Trust Target 2025 Fund R614.1113.34
Principal Trust Target 2025 Fund R514.1113.25
Principal Trust Target 2025 Fund R414.1113.09
Principal Trust Target 2025 Fund R314.1112.68


Target Date 2021-20255 year gross return5 year net return
JPMorgan Commingled Pension Sr2025 C Cl3.993.32
Meeder Age-based 50-541.391.39
JPMCB SmartRetirement 2025 Fund-C200.000.00
JPMCB SmrtRetirmt Pasv Blnd 2025-C0.000.00
SSgA Target Retirement 2025 NL Ser A0.003.97
SSgA Target Retirement 2025 SL Fd Cl II0.003.85
Schwab Managed Retirement Tr Fd 2025 IV0.001.98
SSgA Target Retirement 2025 NL Ser C0.003.90
Principal Trust Target 2025 I0.000.00
SSgA Target Retirement 2025 SL Fd Cl III0.003.59


Target Date 2026-20301 year gross return1 year net return
JPMorgan Commingled Pension Sr2030 C Cl17.3316.53
JPMCB SmartRetiremt Passive Blend 203016.0815.77
Schwab Managed Retirement Tr Fd 2030 IV15.7415.20
JPMCB SmartRetiremt Passive Blend 202515.3715.06
Principal Trust Target 2030 I14.2814.27
Principal Trust Target 2030 I1014.2814.26
Principal Trust Target 2030 I2514.2814.08
Principal Trust Target 2030 Fund R614.2813.99
Principal Trust Target 2030 Fund R514.2813.78
Principal Trust Target 2030 Fund R414.2813.69


Target Date 2026-20305 year gross return5 year net return
JPMorgan Commingled Pension Sr2030 C Cl3.042.31
Meeder Age-based 45-490.790.79
JPMCB SmartRetirement 2030 Fund-C200.000.00
JPMCB SmrtRetirmt Pasv Blnd 2030-C0.000.00
JPMCB SmartRetiremt Passive Blend 20300.000.00
Schwab Managed Retirement Tr Fd 2030 IV0.001.54
JPMCB SmartRetiremt Passive Blend 20250.000.00
SSgA Target Retirement 2030 NL Ser A0.003.43
SSgA Target Retirement 2030 SL Fd Cl II0.003.36
SSgA Target Retirement 2030 NL Ser C0.003.39


Target Date 2031-20351 year gross return1 year net return
JPMorgan Commingled Pension Sr2035 C Cl18.1017.24
Schwab Managed Retirement Tr Fd 2035 IV16.4715.92
Principal Trust Target 2035 I14.9114.88
Principal Trust Target 2035 I1014.9114.74
Principal Trust Target 2035 I2514.9114.56
Principal Trust Target 2035 Fund R514.9114.48
Principal Trust Target 2035 Fund R614.9114.47
Principal Trust Target 2035 Fund R414.9114.29
Principal Trust Target 2035 Fund R314.9114.03
Principal Trust Target 2035 Fund R214.9113.96


Target Date 2031-20355 year gross return5 year net return
JPMorgan Commingled Pension Sr2035 C Cl3.102.33
Meeder Age-based 44 and under0.440.44
JPMCB SmartRetirement 2035 Fund-C200.000.00
JPMCB SmrtRetirmt Pasv Blnd 2035-C0.000.00
Schwab Managed Retirement Tr Fd 2035 IV0.001.48
SSgA Target Retirement 2035 NL Ser A0.002.82
SSgA Target Retirement 2035 SL Fd Cl II0.002.71
SSgA Target Retirement 2035 NL Ser C0.002.71
SSgA Target Retirement 2035 SL Fd Cl III0.002.46
SSgA Target Retirement 2035 NL Ser D0.002.46


Target Date 2036-20401 year gross return1 year net return
JPMorgan Commingled Pension Sr2040 C Cl18.3217.45
Schwab Managed Retirement Tr Fd 2040 IV16.9416.40
JPMCB SmartRetiremt Passive Blend 204016.7516.43
JPMCB SmartRetiremt Passive Blend 203516.7316.41
Principal Trust Target 2040 I15.4815.44
Principal Trust Target 2040 I1015.4815.25
Principal Trust Target 2040 I2515.4815.20
Principal Trust Target 2040 Fund R615.4814.92
Principal Trust Target 2040 Fund R515.4814.88
Principal Trust Target 2040 Fund R415.4814.85


Target Date 2036-20405 year gross return5 year net return
JPMorgan Commingled Pension Sr2040 C Cl2.882.07
JPMCB SmartRetirement 2040 Fund-C200.000.00
JPMCB SmrtRetirmt Pasv Blnd 2040-C0.000.00
JPMCB SmartRetiremt Passive Blend 20400.000.00
JPMCB SmartRetiremt Passive Blend 20350.000.00
Schwab Managed Retirement Tr Fd 2040 IV0.001.10
SSgA Target Retirement 2040 NL Ser A0.002.65
SSgA Target Retirement 2040 SL Fd Cl II0.002.59
SSgA Target Retirement 2040 NL Ser C0.002.59
SSgA Target Retirement 2040 SL Fd Cl III0.002.34


Target Date 2041-20451 year gross return1 year net return
JPMorgan Commingled Pension Sr2045 C Cl18.3417.47
Schwab Managed Retirement Tr Fd 2045 IV17.3416.80
JPMCB SmartRetiremt Passive Blend 204516.9016.58
Principal Trust Target 2045 I15.9115.81
Principal Trust Target 2045 I1015.9115.77
Principal Trust Target 2045 I2515.9115.51
Principal Trust Target 2045 Fund R615.9115.30
Principal Trust Target 2045 Fund R515.9115.29
Principal Trust Target 2045 Fund R415.9115.18
Principal Trust Target 2045 Fund R315.9114.78


Target Date 2041-20455 year gross return5 year net return
JPMorgan Commingled Pension Sr2045 C Cl2.942.17
JPMCB SmartRetirement 2045 Fund-C200.000.00
Schwab Managed Retirement Tr Fd 2045 IV0.001.24
JPMCB SmartRetiremt Passive Blend 20450.000.00
JPMCB SmrtRetirmt Pasv Blnd 2045-C0.000.00
SSgA Target Retirement 2045 NL Ser A0.002.74
SSgA Target Retirement 2045 SL Fd Cl II0.002.63
SSgA Target Retirement 2045 NL Ser C0.002.61
Principal Trust Target 2045 I0.000.00
Principal Trust Target 2045 I100.000.00


Retirement Income1 year gross return1 year net return
The Windham Multi-Asset Income Portfolio13.5813.03
Palladiem Sustainable Income Strategy10.239.95
Schwab Managed Retirement Tr Fd Inc IV9.168.67
TAG Tactical Income8.958.04
Ladenburg LAMP Specialty Enhanced Income8.447.02
Principal Trust Income I8.108.05
Principal Trust Income I108.107.99
Principal Trust Income I258.107.77
Principal Trust Income Fund R68.107.60
Principal Trust Income Fund R58.107.48


Retirement Income5 year gross return5 year net return
Ladenburg LAMP Specialty Enhanced Income8.077.55
Ladenburg LAMP Specialty Conserv Income6.305.80
Ladenburg LAMP ETF Income4.362.80
Ladenburg Thalmann LAMP NTF Income3.051.44
Ladenburg LAMP MF Income2.981.37
Ladenburg LAMP Tax-Sensitive Income2.620.86
The Windham Multi-Asset Income Portfolio0.000.00
JPMCB SmartRetirement Income-C200.000.00
JPMCB SmrtRetirmt Pasv Blend Income-C0.000.00
Palladiem Sustainable Income Strategy0.000.00
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