| Bank Loan | 1 year gross return | 1 year net return |
|---|---|---|
| KAM Bank Loans plus High Yield Composite | 13.91 | 13.25 |
| Columbia Bank Loan Strategy | 11.56 | 10.95 |
| Lord Abbett & Co. Bank Loan | 11.01 | 10.11 |
| 3i US Senor Loan Fund | 10.37 | 10.24 |
| OFII Senior Floating Rate | 10.29 | 9.76 |
| Stone Harbor Leveraged Loans | 10.25 | 9.90 |
| PGI Bank Loans | 10.12 | 9.93 |
| Franklin Templeton Bank Loans Instl | 10.10 | 9.73 |
| Goldman Sachs LIBOR Plus | 9.80 | 8.12 |
| Babson U.S. Bank Loans | 9.33 | 8.78 |
| Bank Loan | 5 year gross return | 5 year net return |
|---|---|---|
| Eaton Vance Mgt Senior Secured Floating | 6.18 | 5.67 |
| Babson U.S. Bank Loans | 5.95 | 5.41 |
| Lord Abbett & Co. Bank Loan | 5.52 | 4.87 |
| Caywood-Scholl Bank Loan | 5.34 | 4.88 |
| Columbia Bank Loan Strategy | 5.32 | 4.74 |
| Stone Harbor Leveraged Loans | 5.14 | 4.76 |
| Franklin Templeton Bank Loans Instl | 5.00 | 4.64 |
| Franklin Templeton Bank Loans Composite | 4.32 | 3.48 |
| Shenkman Capital Mgt Bank Loan Composite | 4.19 | 3.60 |
| Goldman Sachs LIBOR Plus | 3.41 | 2.58 |
| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Lazard Intl Strategic Eq (ACW ex-U.S.) | 34.71 | 33.82 |
| Ferguson Wellman Cap Mgt Core/Rel Val | 31.62 | 30.54 |
| Smead Capital Appreciation | 29.16 | 28.20 |
| PIMCO StocksPLUS Long Duration | 28.20 | 27.58 |
| PIMCO Fundamental IndexPLUS Total Return | 27.86 | 26.87 |
| PIMCO StocksPLUS Total Return | 27.40 | 26.48 |
| Old West Large Cap | 25.69 | 24.47 |
| MIS US Wide Moat Focus Sel Stock Basket | 24.19 | 22.15 |
| NB MAG Kantor Group (SMA) | 24.13 | 24.13 |
| Camden Equity Overlay Fund, LLC | 23.29 | 21.66 |
| Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| F-Squared AlphaSector AlphaDEX Pre Idx | 14.47 | 13.80 |
| F-Squared AlphaSector Premium Index | 12.45 | 11.78 |
| IWM Aggressive Growth | 11.55 | 11.54 |
| PIMCO StocksPLUS Long Duration | 11.31 | 10.77 |
| BCM Diversified Equity Premium | 11.31 | 9.51 |
| IWM Growth | 10.93 | 10.92 |
| PIMCO Fundamental IndexPLUS Total Return | 10.10 | 9.24 |
| BCM Diversified Equity | 9.48 | 7.70 |
| F-Squared AlphaSector Rotation Index | 8.93 | 8.29 |
| S&P 4 | 8.66 | 8.39 |
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Horizon Spin-Off Institutional | 34.75 | 33.41 |
| Wellington Select Capital Appreciation | 30.21 | 28.62 |
| Confluence Value Opportunities | 28.47 | 27.21 |
| Kirr Marbach & Company All Cap Equity | 28.24 | 27.07 |
| Burgundy US Small / Mid Cap Composite | 27.46 | 26.22 |
| Iridian Private Business Value Mid-Cap | 27.44 | 27.03 |
| Keeley Small Mid Cap Value SMA | 26.73 | 25.25 |
| Navellier Power Dividend | 24.15 | 22.18 |
| Camden Mid-Cap | 23.22 | 22.37 |
| Glenmede Mid Cap Equity | 22.68 | 21.49 |
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| NewSouth Capital Mgt NSCM SMIDCap Val Eq | 13.10 | 12.40 |
| Kayne Anderson Rud Inv Mgt SMid Cp Val | 10.00 | 9.00 |
| Fiduciary Mgt of Milwaukee Sm-Cap Eq | 9.24 | 8.35 |
| Bernzott Capital Small Cap Equity | 8.71 | 7.96 |
| Burgundy US Small / Mid Cap Composite | 8.63 | 7.61 |
| Clarkston Capital Partners US Small Cap | 8.62 | 7.60 |
| Hahn Capital Mgt HCM Md-Cap Val Eq Comp | 8.21 | 7.17 |
| The Boston Mid-Cap Opportunistic Equity | 7.80 | 6.92 |
| PGI Mid-Cap Equity | 7.72 | 7.22 |
| NewSouth Capital Mgt NSCM Mid-Cap Val Eq | 7.56 | 6.97 |
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Burgundy US Small Cap Value Composite | 30.73 | 29.46 |
| Keeley Inst. SMID Cap Value SMA | 28.88 | 28.43 |
| Allianz US Systematic Small Cap | 28.26 | 27.21 |
| PIMCO StocksPLUS Small Cap Total Return | 27.95 | 26.71 |
| Keeley Inst. Small Cap Value SMA | 26.79 | 26.24 |
| LMG Growth & Value | 26.09 | 24.97 |
| Frontier Small Cap Value | 25.69 | 24.83 |
| Old West Small/Mid Cap | 25.68 | 24.57 |
| NorthPointe Smid Cap Value | 25.09 | 24.45 |
| RBC GAM Microcap Equity | 25.02 | 24.02 |
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| 12th Street Small Cap Value | 27.38 | 26.14 |
| 12th Street Asset Opportunity | 21.59 | 20.46 |
| NewSouth Capital Mgt NSCM Sm Cap Val Eq | 15.59 | 14.77 |
| Frontier Small Cap Value | 11.26 | 10.50 |
| Allianz US Ultra Micro Cap | 11.11 | 9.61 |
| PIMCO StocksPLUS Small Cap Total Return | 10.98 | 9.94 |
| DTC SMID Enterprise Portfolio | 10.23 | 9.42 |
| The Boston SMID Cap Opportunistic Value | 10.10 | 9.09 |
| Hodges Small Cap Core | 9.97 | 8.46 |
| Silvercrest Small Cap Value | 9.60 | 8.50 |
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Insight Large Cap Growth | 33.10 | 32.71 |
| Goldman Sachs US Superconcentrated Gr | 29.79 | 28.70 |
| HSMP Concentrated Quality Growth Eq | 28.86 | 28.15 |
| Groesbeck Growth | 27.26 | 10.47 |
| Sands Select Growth Equity | 24.70 | 24.10 |
| Kinetics All-Cap Equity | 24.18 | 22.35 |
| Janus Concentrated Growth | 23.77 | 23.14 |
| Janus Opportunistic Growth | 23.39 | 22.66 |
| Brown Capital Conc Domestic All-Cap | 23.31 | 22.07 |
| Janus Concentrated Growth MA (Retail) | 23.25 | 19.71 |
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Wedgewood Concentrated Lg-Cap Gr | 8.70 | 7.94 |
| Heritage All Cap Growth Equity | 8.29 | 7.43 |
| Delaware All Cap Gr Eq | 7.99 | 7.20 |
| Sands Select Growth Equity | 7.77 | 7.20 |
| Loomis Sayles All Cap Growth | 7.73 | 7.24 |
| Brown Advisory Large-Cap Growth | 7.72 | 7.29 |
| SaratogaRIM Large Cap Quality | 7.57 | 6.76 |
| Polen Large Cap Growth | 7.43 | 6.60 |
| ClearBridge Multi Cap Growth ESG | 7.37 | 4.26 |
| ClearBridge Multi Cap Growth ESG SMA | 7.37 | 4.26 |
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Pinnacle Concentrated SMID | 31.33 | 30.05 |
| Insight SMID Growth | 27.27 | 25.96 |
| Lee Munder Capital Group SMID Cap Grth | 26.52 | 25.35 |
| Pinnacle Small Mid Cap Equity | 25.50 | 24.27 |
| QCM Mid Cap Growth | 23.05 | 21.74 |
| Analytic Small-Mid Cap Equity | 22.86 | 21.73 |
| RS Concentrated All-Cap Value | 22.85 | 21.69 |
| Apex SMID Growth | 22.52 | 21.36 |
| Goldman Sachs Small/Mid-Cap Growth | 22.31 | 21.16 |
| Westfield Capital Mgt Co Mid-Cap Gr | 22.02 | 21.30 |
| Mid-Cap Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Delaware - Smid-Cap Growth-Focus | 12.18 | 11.40 |
| QCM Mid Cap Growth | 11.32 | 10.03 |
| NewSouth Capital Mgt NSCM Value Opps | 9.55 | 8.75 |
| Riverbridge SMID Growth | 9.32 | 8.43 |
| Atlanta High Quality Smid Cap | 9.18 | 8.32 |
| Atlanta High Quality SMID Cap Wrap | 9.18 | 6.01 |
| Select Equity Small-Mid Cap Core | 8.15 | 6.32 |
| Night Owl All Cap | 8.07 | 6.75 |
| Brown Capital Mgt Md-Cap Gr | 7.83 | 7.21 |
| Pinnacle Concentrated SMID | 7.80 | 6.73 |
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Mazama Emerging Small Cap Growth | 38.70 | 37.52 |
| Insight Concentrated Growth | 33.36 | 30.86 |
| Fuller & Thaler Micro-Cap Core | 30.49 | 29.20 |
| Bares Capital Mgt Small-Cap | 27.05 | 25.44 |
| Kennedy Small Cap Fundamental Growth | 25.96 | 24.81 |
| Missouri Valley Sm-Cap Gr | 25.67 | 24.49 |
| Bennett Lawrence Small Cap Strategy | 25.66 | 24.48 |
| Lee Munder Capital Group Small Cap Grth | 24.79 | 23.75 |
| Kopp AccruHealth | 24.58 | 23.23 |
| Granahan Inv Mgt - Sm Cap Focused Grth | 24.52 | 23.33 |
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Bares Capital Mgt Small-Cap | 11.69 | 10.39 |
| Kornitzer Micro Cap Equity | 11.60 | 9.86 |
| T. Rowe Price Sm-Cap Gr Strat | 10.76 | 9.93 |
| Bares Capital Mgt Micro-Cap Eq | 10.73 | 9.37 |
| Kennedy Small Cap Fundamental Growth | 10.67 | 9.59 |
| Missouri Valley Sm-Cap Gr | 10.59 | 9.54 |
| Brown Capital Small Co. Invstmnt Service | 10.46 | 9.38 |
| Atlanta High Quality Small Cap | 9.83 | 8.96 |
| Atlanta High Quality Small Cap Wrap | 9.60 | 6.38 |
| Nichols Sm-Cap Growth | 9.29 | 8.52 |
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Brandywine Classic Large Cap Value | 40.75 | 39.80 |
| Brandywine Dynamic Large Cap Value | 30.44 | 29.49 |
| Brandywine Large Cap Socially Conscious | 27.14 | 26.03 |
| Vulcan Value Partners Large Cap Value | 25.85 | 25.01 |
| Ferguson Wellman Cap Mgt Dividend Value | 25.00 | 23.97 |
| Snow Capital Magt Focused Value | 24.86 | 23.98 |
| Manulife AM US Large Cap Value | 24.85 | 24.11 |
| John Hancock AM Fdmtl Lg Cp Val Non-Wrap | 24.71 | 23.43 |
| John Hancock AM Fdmtl Lg Cp Val - Wrap | 24.71 | 20.95 |
| Janus Opportunistic Alpha | 24.69 | 23.96 |
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| PVG Loss Averse Equity Income | 10.47 | 9.40 |
| Vulcan Value Partners Large Cap Value | 10.18 | 9.23 |
| Brookmont Capital Dividend Equity | 10.14 | 8.93 |
| S&P Competitive Advantage | 9.62 | 9.35 |
| ACR EQR Equity Quality Return | 9.62 | 8.80 |
| S&P Intrinsic Value | 8.75 | 8.48 |
| SaratogaRIM Strategic Income | 8.57 | 8.12 |
| Saddle Peak Concentrated Value | 8.04 | 6.96 |
| S&P Dividend Income & Growth | 7.88 | 7.61 |
| Brandywine Dynamic Large Cap Value | 7.67 | 6.84 |
| Mid-Cap Value | 1 year gross return | 1 year net return |
|---|---|---|
| Brandes U.S. Mid-Cap Value Equity | 33.90 | 32.59 |
| Hotchkis & Wiley Md-Cap Val | 32.36 | 31.46 |
| Hotchkis & Wiley Value Opp Strgy | 30.98 | 30.03 |
| Brandywine Small Mid Cap Val Eq | 29.60 | 28.46 |
| Schneider Capital Mgt Md-Cap Val | 28.17 | 27.23 |
| DGHM UltraValue | 25.48 | 24.27 |
| Wellington Mid Cap Value | 25.24 | 24.32 |
| Ceredex Mid Cap Value Equity | 23.07 | 22.14 |
| WEDGE Mid-Cap Value | 22.84 | 21.97 |
| Seizert Capital Partners Mid Cap | 22.74 | 21.72 |
| Mid-Cap Value | 5 year gross return | 5 year net return |
|---|---|---|
| SouthernSun SMID Cap Composite | 11.19 | 10.67 |
| Hotchkis & Wiley Value Opp Strgy | 11.01 | 10.18 |
| Texas First Select Value | 10.02 | 8.46 |
| Hotchkis & Wiley Md-Cap Val | 8.62 | 7.88 |
| Lee Munder Capital Group Mid-Cap Value | 8.61 | 7.77 |
| Dean Inv Mid-Cap Value | 8.54 | 7.61 |
| Delafield Value Institutional | 8.43 | 7.50 |
| FPA Small/Mid-Cap Absolute Value | 8.13 | 7.30 |
| Robeco BP Mid-Cap Value Equity | 8.03 | 7.26 |
| Stewart Capital Mid Cap Portfolio | 8.00 | 6.84 |
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| Cooke & Bieler Small Cap Value Equity | 41.04 | 39.68 |
| Donald Smith & Co. Micro Cap Val Eq | 37.23 | 35.54 |
| Brandes U.S. Small Cap Value Equity | 36.12 | 34.75 |
| Schneider Capital Mgt Sm-Cap Val | 35.99 | 35.58 |
| Ironwood Inv Mgt Conc Small Cap Val | 31.24 | 29.84 |
| 1492 Small Cap Core Alpha | 30.92 | 29.55 |
| Schneider Capital Mgt Smid Cap Value | 30.19 | 29.57 |
| Brandywine Institutional Small Cap Value | 28.73 | 27.48 |
| Cove Classic Value Small Cap | 28.51 | 27.56 |
| Brandywine Small Cap II | 28.44 | 24.76 |
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Vulcan Value Partners Small Cap Stra | 12.71 | 11.48 |
| Kayne Anderson Rudnick Sm Cp Qual Selcet | 12.06 | 10.66 |
| Piermont Small Cap Value Composite | 11.99 | 10.98 |
| Ariel Micro-Cap Value Composite | 10.50 | 9.06 |
| SouthernSun Small Cap | 10.28 | 9.38 |
| The Boston Small Cap Oprtnstc Val Eq Mgt | 10.23 | 9.15 |
| PENN Capital Micro Cap Equity | 10.10 | 9.34 |
| Snow Capital Mgt Small Cap Value Eq | 10.03 | 8.97 |
| Brandywine Institutional Small Cap Value | 9.79 | 8.69 |
| Brandywine Small Cap II | 9.73 | 6.54 |
| Bear Market | 1 year gross return | 1 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 Asset | 0.00 | 0.00 |
| Bear Market | 5 year gross return | 5 year net return |
|---|---|---|
| Federated Alternative Bear Equity Comp | -5.18 | -6.51 |
| Leuthold Weeden AdvantHedge | -9.58 | -11.09 |
| Optimus Global Advantage Plus | 0.00 | 0.00 |
| Optimus Advantage Plus | 0.00 | 0.00 |
| Optimus Global Advantage All Asset | 0.00 | 0.00 |
| Financial | 1 year gross return | 1 year net return |
|---|---|---|
| RevenueShares VTL Financial Index | 36.10 | 35.44 |
| Artisan Non-U.S. Growth SA | 26.17 | 25.02 |
| Fenimore Banking Composite | 18.50 | 17.43 |
| Stonebridge NRA Preferred Securities | 12.71 | 12.28 |
| Stonebridge Modified Taxable Pref Secs | 11.94 | 11.52 |
| Financial | 5 year gross return | 5 year net return |
|---|---|---|
| Artisan Non-U.S. Growth SA | -0.62 | -1.56 |
| RevenueShares VTL Financial Index | 0.00 | 0.00 |
| Fenimore Banking Composite | 0.00 | 0.00 |
| Stonebridge NRA Preferred Securities | 0.00 | 0.00 |
| Stonebridge Modified Taxable Pref Secs | 0.00 | 0.00 |
| Health | 1 year gross return | 1 year net return |
|---|---|---|
| Financial Trust Health Value | 26.81 | 25.21 |
| Essex Global Life Sciences | 23.01 | 21.81 |
| Health | 5 year gross return | 5 year net return |
|---|---|---|
| Essex Global Life Sciences | 7.23 | 6.17 |
| Financial Trust Health Value | 5.35 | 4.04 |
| Natural Resources | 1 year gross return | 1 year net return |
|---|---|---|
| SSgA Multisource Active Commodity Strat | 13.55 | 12.78 |
| IS - Beta Source | 8.85 | 7.44 |
| RS Global Natural Resources | 7.67 | 6.23 |
| Boston Global Natural Resources Equity | 6.91 | 6.08 |
| Zacks MLP Strategy | 4.59 | 3.20 |
| Wellington Global Natural Resources | 3.88 | 2.85 |
| Sandhill Hard Asset | 2.64 | 1.61 |
| Investec Global Natural Res Composite | 1.62 | 0.77 |
| OFII Commodities Strategy I | 0.06 | -0.65 |
| Newgate Global Resources SMA Retail | -0.40 | -1.34 |
| Natural Resources | 5 year gross return | 5 year net return |
|---|---|---|
| Zacks MLP Strategy | 13.45 | 11.54 |
| OFI Global Gold & Special Minerals | 3.80 | 3.17 |
| SSgA Multisource Active Commodity Strat | 2.22 | 1.55 |
| RS Global Natural Resources | 1.07 | -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 Metals | 1 year gross return | 1 year net return |
|---|---|---|
| GAMCO Gold | 8.40 | 7.33 |
| Equity Precious Metals | 5 year gross return | 5 year net return |
|---|---|---|
| GAMCO Gold | 0.00 | 0.00 |
| Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| PGI Global REIT Income | 30.46 | 29.76 |
| Real Estate Mgt Svcs Real Est Val Port | 28.20 | 27.60 |
| Chilton REITs | 25.58 | 24.23 |
| Janus Real Estate Income MA (Retail) | 24.90 | 21.31 |
| Cohen & Steers Realty Focus | 24.82 | 23.72 |
| Renaissance REITS - Wrap | 24.67 | 21.04 |
| SmithAssetMgt–REIT | 21.62 | 20.45 |
| Real Estate Mgt Svcs Income | 20.41 | 19.47 |
| Pyramis U.S. Real Estate Invest Tr | 20.21 | 19.39 |
| Nuveen Real Estate Securities | 19.53 | 18.71 |
| Real Estate | 5 year gross return | 5 year net return |
|---|---|---|
| Cohen & Steers Realty Focus | 14.51 | 13.49 |
| Chilton REITs | 12.22 | 11.03 |
| Renaissance REITS - Wrap | 11.39 | 8.02 |
| AEW U.S. Long/Short REIT Strategy | 10.60 | 8.99 |
| Real Estate Mgt Svcs Real Est Val Port | 9.32 | 8.76 |
| Uniplan REIT Portfolio | 9.15 | 6.81 |
| AEW U.S. Focus REIT Strategy | 8.92 | 8.12 |
| SmithAssetMgt–REIT | 8.90 | 7.82 |
| Urdang REIT Separate Account | 8.83 | 8.29 |
| Cohen & Steers Realty Income | 8.79 | 8.22 |
| Technology | 1 year gross return | 1 year net return |
|---|---|---|
| Crabtree Multi-Cap Technology | 19.04 | 18.14 |
| Columbus Circle Investors Tech Growth Eq | 16.50 | 15.64 |
| MFS Technology Equity | 16.05 | 15.12 |
| RCM Global Technology Equity | 13.59 | 12.46 |
| Private Capital Management Value Focus | 10.97 | 10.13 |
| Oak Associates Technology Portfolio | 10.24 | 9.90 |
| RS Technology Composite | 10.06 | 8.37 |
| Zevenbergen Z/Tech | 7.10 | 6.08 |
| Princeton Young Enterprise Shares (YES) | -4.82 | -6.07 |
| Technology | 5 year gross return | 5 year net return |
|---|---|---|
| Columbus Circle Investors Tech Growth Eq | 8.90 | 8.07 |
| Private Capital Management Value Focus | 4.87 | 3.77 |
| MFS Technology Equity | 4.83 | 3.97 |
| Oak Associates Technology Portfolio | 4.01 | 3.32 |
| RS Technology Composite | 3.99 | 2.36 |
| RCM Global Technology Equity | 3.19 | 2.41 |
| Zevenbergen Z/Tech | 0.96 | -0.03 |
| Princeton Young Enterprise Shares (YES) | -0.42 | -1.76 |
| Crabtree Multi-Cap Technology | 0.00 | 0.00 |
| Utilities | 1 year gross return | 1 year net return |
|---|---|---|
| Cohen & Steers Global Infra Fund | 15.61 | 14.12 |
| MFS Utilities Equity | 14.48 | 13.76 |
| W.H. Reaves Long Term Value | 6.42 | 5.89 |
| Miller/Howard Utilities + Infrastructure | 3.55 | 2.54 |
| Miller/Howard Distribution/Merging Utili | 1.99 | 1.00 |
| Utilities | 5 year gross return | 5 year net return |
|---|---|---|
| Miller/Howard Distribution/Merging Utili | 4.10 | 3.10 |
| MFS Utilities Equity | 3.67 | 3.00 |
| W.H. Reaves Long Term Value | 1.83 | 1.31 |
| Miller/Howard Utilities + Infrastructure | 0.90 | -0.06 |
| Cohen & Steers Global Infra Fund | -0.02 | -1.49 |
| Equity Energy | 1 year gross return | 1 year net return |
|---|---|---|
| Invesco Master Limited Partnership | 16.99 | 15.58 |
| CCM MLP Composite | 16.65 | 15.91 |
| Salient MLP Separate Accounts | 14.17 | 13.20 |
| Westwood Mgt Corp. MLP Infrastr. Renewal | 12.37 | 11.83 |
| Yorkville MLP Core Income Strategy | 11.79 | 10.73 |
| Miller/Howard High-Yield Equity | 10.12 | 9.06 |
| EGA MLP Total Return SMA Composite | 9.45 | 8.14 |
| Cushing MLP Instl Alpha Strat | 9.21 | 8.40 |
| RCH Long only MLP Fund | 9.16 | 7.68 |
| DAC MLP Only | 8.93 | 8.07 |
| Equity Energy | 5 year gross return | 5 year net return |
|---|---|---|
| Invesco Master Limited Partnership | 18.16 | 16.80 |
| Salient MLP Separate Accounts | 15.70 | 14.97 |
| DAC MLP Only | 15.02 | 14.15 |
| Tortoise Midstream MLP Separate Accounts | 14.42 | 13.34 |
| Westwood Mgt Corp. MLP Infrastr. Renewal | 14.05 | 13.80 |
| Center Coast MLP SMA | 14.01 | 12.86 |
| EGA MLP Total Return SMA Composite | 13.59 | 12.25 |
| TCIA Equity Yield Focus | 13.32 | 11.89 |
| RCH Long only MLP Fund | 12.62 | 11.21 |
| FAMCO MLP Master Ltd Partnerships | 12.61 | 11.53 |
| Aggressive Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| LMG Balanced | 25.15 | 23.83 |
| NGAM Advisors-Core MSA 5-100% Equity | 18.69 | 15.50 |
| JPMorgan Glbl MA Tac Aggre Gro Port | 18.30 | 17.90 |
| Morningstar Global Growth - Adv Grp WMP | 18.23 | 17.94 |
| MIS Agg Growth Strategy - Taxable-BNY | 17.97 | 16.21 |
| Dodge & Cox Balanced | 17.81 | 17.80 |
| WBI Dividend Income | 17.81 | 15.95 |
| MIS Agg Growth--Taxable-IWS | 17.45 | 15.71 |
| MIS Agg Growth Strategy - Taxable-NFS | 17.38 | 14.40 |
| SFS Proactive Tactical Opportunities | 17.24 | 16.55 |
| Aggressive Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| NGAM Advisors-Inc MSA 2-75% Fixed | 8.41 | 5.48 |
| WBI Dividend Income | 6.78 | 4.98 |
| LMG Balanced | 6.43 | 5.28 |
| Efficient Market 20 Plus Yrs Aggressive | 6.28 | 5.43 |
| Eagle Equity Income Balanced | 5.14 | 2.91 |
| Texas All Cap Growth | 5.04 | 4.69 |
| Rothschild U.S Balanced | 4.91 | 4.05 |
| Efficient Market 20 Plus Years Consvt | 4.75 | 3.97 |
| Granite All Cap Equity | 4.70 | 3.81 |
| Boyd Watterson Global Macro Aggressive | 4.69 | 3.65 |
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| Cooke & Bieler Small Cap Value Equity | 41.04 | 39.68 |
| Donald Smith & Co. Micro Cap Val Eq | 37.23 | 35.54 |
| Brandes U.S. Small Cap Value Equity | 36.12 | 34.75 |
| Schneider Capital Mgt Sm-Cap Val | 35.99 | 35.58 |
| Ironwood Inv Mgt Conc Small Cap Val | 31.24 | 29.84 |
| 1492 Small Cap Core Alpha | 30.92 | 29.55 |
| Schneider Capital Mgt Smid Cap Value | 30.19 | 29.57 |
| Brandywine Institutional Small Cap Value | 28.73 | 27.48 |
| Cove Classic Value Small Cap | 28.51 | 27.56 |
| Brandywine Small Cap II | 28.44 | 24.76 |
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Vulcan Value Partners Small Cap Stra | 12.71 | 11.48 |
| Kayne Anderson Rudnick Sm Cp Qual Selcet | 12.06 | 10.66 |
| Piermont Small Cap Value Composite | 11.99 | 10.98 |
| Ariel Micro-Cap Value Composite | 10.50 | 9.06 |
| SouthernSun Small Cap | 10.28 | 9.38 |
| The Boston Small Cap Oprtnstc Val Eq Mgt | 10.23 | 9.15 |
| PENN Capital Micro Cap Equity | 10.10 | 9.34 |
| Snow Capital Mgt Small Cap Value Eq | 10.03 | 8.97 |
| Brandywine Institutional Small Cap Value | 9.79 | 8.69 |
| Brandywine Small Cap II | 9.73 | 6.54 |
| Mid-Cap Value | 1 year gross return | 1 year net return |
|---|---|---|
| Brandes U.S. Mid-Cap Value Equity | 33.90 | 32.59 |
| Hotchkis & Wiley Md-Cap Val | 32.36 | 31.46 |
| Hotchkis & Wiley Value Opp Strgy | 30.98 | 30.03 |
| Brandywine Small Mid Cap Val Eq | 29.60 | 28.46 |
| Schneider Capital Mgt Md-Cap Val | 28.17 | 27.23 |
| DGHM UltraValue | 25.48 | 24.27 |
| Wellington Mid Cap Value | 25.24 | 24.32 |
| Ceredex Mid Cap Value Equity | 23.07 | 22.14 |
| WEDGE Mid-Cap Value | 22.84 | 21.97 |
| Seizert Capital Partners Mid Cap | 22.74 | 21.72 |
| Mid-Cap Value | 5 year gross return | 5 year net return |
|---|---|---|
| SouthernSun SMID Cap Composite | 11.19 | 10.67 |
| Hotchkis & Wiley Value Opp Strgy | 11.01 | 10.18 |
| Texas First Select Value | 10.02 | 8.46 |
| Hotchkis & Wiley Md-Cap Val | 8.62 | 7.88 |
| Lee Munder Capital Group Mid-Cap Value | 8.61 | 7.77 |
| Dean Inv Mid-Cap Value | 8.54 | 7.61 |
| Delafield Value Institutional | 8.43 | 7.50 |
| FPA Small/Mid-Cap Absolute Value | 8.13 | 7.30 |
| Robeco BP Mid-Cap Value Equity | 8.03 | 7.26 |
| Stewart Capital Mid Cap Portfolio | 8.00 | 6.84 |
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Brandywine Classic Large Cap Value | 40.75 | 39.80 |
| Brandywine Dynamic Large Cap Value | 30.44 | 29.49 |
| Brandywine Large Cap Socially Conscious | 27.14 | 26.03 |
| Vulcan Value Partners Large Cap Value | 25.85 | 25.01 |
| Ferguson Wellman Cap Mgt Dividend Value | 25.00 | 23.97 |
| Snow Capital Magt Focused Value | 24.86 | 23.98 |
| Manulife AM US Large Cap Value | 24.85 | 24.11 |
| John Hancock AM Fdmtl Lg Cp Val Non-Wrap | 24.71 | 23.43 |
| John Hancock AM Fdmtl Lg Cp Val - Wrap | 24.71 | 20.95 |
| Janus Opportunistic Alpha | 24.69 | 23.96 |
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| PVG Loss Averse Equity Income | 10.47 | 9.40 |
| Vulcan Value Partners Large Cap Value | 10.18 | 9.23 |
| Brookmont Capital Dividend Equity | 10.14 | 8.93 |
| S&P Competitive Advantage | 9.62 | 9.35 |
| ACR EQR Equity Quality Return | 9.62 | 8.80 |
| S&P Intrinsic Value | 8.75 | 8.48 |
| SaratogaRIM Strategic Income | 8.57 | 8.12 |
| Saddle Peak Concentrated Value | 8.04 | 6.96 |
| S&P Dividend Income & Growth | 7.88 | 7.61 |
| Brandywine Dynamic Large Cap Value | 7.67 | 6.84 |
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Mazama Emerging Small Cap Growth | 38.70 | 37.52 |
| Insight Concentrated Growth | 33.36 | 30.86 |
| Fuller & Thaler Micro-Cap Core | 30.49 | 29.20 |
| Bares Capital Mgt Small-Cap | 27.05 | 25.44 |
| Kennedy Small Cap Fundamental Growth | 25.96 | 24.81 |
| Missouri Valley Sm-Cap Gr | 25.67 | 24.49 |
| Bennett Lawrence Small Cap Strategy | 25.66 | 24.48 |
| Lee Munder Capital Group Small Cap Grth | 24.79 | 23.75 |
| Kopp AccruHealth | 24.58 | 23.23 |
| Granahan Inv Mgt - Sm Cap Focused Grth | 24.52 | 23.33 |
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Bares Capital Mgt Small-Cap | 11.69 | 10.39 |
| Kornitzer Micro Cap Equity | 11.60 | 9.86 |
| T. Rowe Price Sm-Cap Gr Strat | 10.76 | 9.93 |
| Bares Capital Mgt Micro-Cap Eq | 10.73 | 9.37 |
| Kennedy Small Cap Fundamental Growth | 10.67 | 9.59 |
| Missouri Valley Sm-Cap Gr | 10.59 | 9.54 |
| Brown Capital Small Co. Invstmnt Service | 10.46 | 9.38 |
| Atlanta High Quality Small Cap | 9.83 | 8.96 |
| Atlanta High Quality Small Cap Wrap | 9.60 | 6.38 |
| Nichols Sm-Cap Growth | 9.29 | 8.52 |
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Pinnacle Concentrated SMID | 31.33 | 30.05 |
| Insight SMID Growth | 27.27 | 25.96 |
| Lee Munder Capital Group SMID Cap Grth | 26.52 | 25.35 |
| Pinnacle Small Mid Cap Equity | 25.50 | 24.27 |
| QCM Mid Cap Growth | 23.05 | 21.74 |
| Analytic Small-Mid Cap Equity | 22.86 | 21.73 |
| RS Concentrated All-Cap Value | 22.85 | 21.69 |
| Apex SMID Growth | 22.52 | 21.36 |
| Goldman Sachs Small/Mid-Cap Growth | 22.31 | 21.16 |
| Westfield Capital Mgt Co Mid-Cap Gr | 22.02 | 21.30 |
| Mid-Cap Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Delaware - Smid-Cap Growth-Focus | 12.18 | 11.40 |
| QCM Mid Cap Growth | 11.32 | 10.03 |
| NewSouth Capital Mgt NSCM Value Opps | 9.55 | 8.75 |
| Riverbridge SMID Growth | 9.32 | 8.43 |
| Atlanta High Quality Smid Cap | 9.18 | 8.32 |
| Atlanta High Quality SMID Cap Wrap | 9.18 | 6.01 |
| Select Equity Small-Mid Cap Core | 8.15 | 6.32 |
| Night Owl All Cap | 8.07 | 6.75 |
| Brown Capital Mgt Md-Cap Gr | 7.83 | 7.21 |
| Pinnacle Concentrated SMID | 7.80 | 6.73 |
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Insight Large Cap Growth | 33.10 | 32.71 |
| Goldman Sachs US Superconcentrated Gr | 29.79 | 28.70 |
| HSMP Concentrated Quality Growth Eq | 28.86 | 28.15 |
| Groesbeck Growth | 27.26 | 10.47 |
| Sands Select Growth Equity | 24.70 | 24.10 |
| Kinetics All-Cap Equity | 24.18 | 22.35 |
| Janus Concentrated Growth | 23.77 | 23.14 |
| Janus Opportunistic Growth | 23.39 | 22.66 |
| Brown Capital Conc Domestic All-Cap | 23.31 | 22.07 |
| Janus Concentrated Growth MA (Retail) | 23.25 | 19.71 |
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Wedgewood Concentrated Lg-Cap Gr | 8.70 | 7.94 |
| Heritage All Cap Growth Equity | 8.29 | 7.43 |
| Delaware All Cap Gr Eq | 7.99 | 7.20 |
| Sands Select Growth Equity | 7.77 | 7.20 |
| Loomis Sayles All Cap Growth | 7.73 | 7.24 |
| Brown Advisory Large-Cap Growth | 7.72 | 7.29 |
| SaratogaRIM Large Cap Quality | 7.57 | 6.76 |
| Polen Large Cap Growth | 7.43 | 6.60 |
| ClearBridge Multi Cap Growth ESG | 7.37 | 4.26 |
| ClearBridge Multi Cap Growth ESG SMA | 7.37 | 4.26 |
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Burgundy US Small Cap Value Composite | 30.73 | 29.46 |
| Keeley Inst. SMID Cap Value SMA | 28.88 | 28.43 |
| Allianz US Systematic Small Cap | 28.26 | 27.21 |
| PIMCO StocksPLUS Small Cap Total Return | 27.95 | 26.71 |
| Keeley Inst. Small Cap Value SMA | 26.79 | 26.24 |
| LMG Growth & Value | 26.09 | 24.97 |
| Frontier Small Cap Value | 25.69 | 24.83 |
| Old West Small/Mid Cap | 25.68 | 24.57 |
| NorthPointe Smid Cap Value | 25.09 | 24.45 |
| RBC GAM Microcap Equity | 25.02 | 24.02 |
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| 12th Street Small Cap Value | 27.38 | 26.14 |
| 12th Street Asset Opportunity | 21.59 | 20.46 |
| NewSouth Capital Mgt NSCM Sm Cap Val Eq | 15.59 | 14.77 |
| Frontier Small Cap Value | 11.26 | 10.50 |
| Allianz US Ultra Micro Cap | 11.11 | 9.61 |
| PIMCO StocksPLUS Small Cap Total Return | 10.98 | 9.94 |
| DTC SMID Enterprise Portfolio | 10.23 | 9.42 |
| The Boston SMID Cap Opportunistic Value | 10.10 | 9.09 |
| Hodges Small Cap Core | 9.97 | 8.46 |
| Silvercrest Small Cap Value | 9.60 | 8.50 |
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Horizon Spin-Off Institutional | 34.75 | 33.41 |
| Wellington Select Capital Appreciation | 30.21 | 28.62 |
| Confluence Value Opportunities | 28.47 | 27.21 |
| Kirr Marbach & Company All Cap Equity | 28.24 | 27.07 |
| Burgundy US Small / Mid Cap Composite | 27.46 | 26.22 |
| Iridian Private Business Value Mid-Cap | 27.44 | 27.03 |
| Keeley Small Mid Cap Value SMA | 26.73 | 25.25 |
| Navellier Power Dividend | 24.15 | 22.18 |
| Camden Mid-Cap | 23.22 | 22.37 |
| Glenmede Mid Cap Equity | 22.68 | 21.49 |
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| NewSouth Capital Mgt NSCM SMIDCap Val Eq | 13.10 | 12.40 |
| Kayne Anderson Rud Inv Mgt SMid Cp Val | 10.00 | 9.00 |
| Fiduciary Mgt of Milwaukee Sm-Cap Eq | 9.24 | 8.35 |
| Bernzott Capital Small Cap Equity | 8.71 | 7.96 |
| Burgundy US Small / Mid Cap Composite | 8.63 | 7.61 |
| Clarkston Capital Partners US Small Cap | 8.62 | 7.60 |
| Hahn Capital Mgt HCM Md-Cap Val Eq Comp | 8.21 | 7.17 |
| The Boston Mid-Cap Opportunistic Equity | 7.80 | 6.92 |
| PGI Mid-Cap Equity | 7.72 | 7.22 |
| NewSouth Capital Mgt NSCM Mid-Cap Val Eq | 7.56 | 6.97 |
| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Lazard Intl Strategic Eq (ACW ex-U.S.) | 34.71 | 33.82 |
| Ferguson Wellman Cap Mgt Core/Rel Val | 31.62 | 30.54 |
| Smead Capital Appreciation | 29.16 | 28.20 |
| PIMCO StocksPLUS Long Duration | 28.20 | 27.58 |
| PIMCO Fundamental IndexPLUS Total Return | 27.86 | 26.87 |
| PIMCO StocksPLUS Total Return | 27.40 | 26.48 |
| Old West Large Cap | 25.69 | 24.47 |
| MIS US Wide Moat Focus Sel Stock Basket | 24.19 | 22.15 |
| NB MAG Kantor Group (SMA) | 24.13 | 24.13 |
| Camden Equity Overlay Fund, LLC | 23.29 | 21.66 |
| Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| F-Squared AlphaSector AlphaDEX Pre Idx | 14.47 | 13.80 |
| F-Squared AlphaSector Premium Index | 12.45 | 11.78 |
| IWM Aggressive Growth | 11.55 | 11.54 |
| PIMCO StocksPLUS Long Duration | 11.31 | 10.77 |
| BCM Diversified Equity Premium | 11.31 | 9.51 |
| IWM Growth | 10.93 | 10.92 |
| PIMCO Fundamental IndexPLUS Total Return | 10.10 | 9.24 |
| BCM Diversified Equity | 9.48 | 7.70 |
| F-Squared AlphaSector Rotation Index | 8.93 | 8.29 |
| S&P 4 | 8.66 | 8.39 |
| Long/Short Equity | 1 year gross return | 1 year net return |
|---|---|---|
| RK Invmt Advisors Speculators Portfolio | 92.45 | 37.11 |
| Acadian Non-US Small-Cap Long/Short | 30.42 | 29.47 |
| Robinson Market Opportunity | 28.30 | 27.34 |
| Acadian Global Long-Short | 20.66 | 19.49 |
| QMA Long/Short Quantitative Core Equity | 20.13 | 19.34 |
| Optimus Emerging Markets Bull/Bear | 19.88 | 19.29 |
| IRON Active Options Overlay Global Eq | 17.08 | 16.27 |
| IRON Active Options Overlay S&P 500 Eq+ | 15.90 | 15.33 |
| UBS Global Dynamic Alpha Strategy | 15.25 | 14.24 |
| Epoch Global Absolute Return | 14.98 | 13.49 |
| Long/Short Equity | 5 year gross return | 5 year net return |
|---|---|---|
| Fund Architects Dynamic Global Macro | 23.66 | 23.63 |
| Westport Absolute Total Return Strategy | 21.38 | 19.11 |
| AORDA Portfolio2 | 16.98 | 11.75 |
| Robinson Market Opportunity | 10.14 | 9.23 |
| SaratogaRIM Global GARP Plus | 8.85 | 7.77 |
| Swan Hedged Equity | 6.65 | 5.53 |
| Acadian Non-US Small-Cap Long/Short | 6.22 | 4.74 |
| Sitka Absolute Return | 6.09 | 4.36 |
| Turner Inv Financial Services Long/Short | 6.02 | 4.46 |
| Focus Group Advisors Advantis Plus | 5.39 | 4.55 |
| Leveraged Net Long | 1 year gross return | 1 year net return |
|---|---|---|
| ValueWorks 125/25 Hedged | 31.78 | 25.41 |
| Brandywine Divsf L/C Val Extd Eq-130/30 | 25.10 | 23.83 |
| AQR Capital Global RC 40(140/40) | 23.64 | 22.59 |
| PanAgora Dynamic Intl Extended Alpha | 22.92 | 21.85 |
| Numeric Investors Amplified Core 130/30 | 22.26 | 21.07 |
| MFS Blended Rsrch - US Cor Eq Extension | 21.80 | 20.80 |
| Robeco BP 130/30 Large Cap Value | 21.67 | 21.40 |
| Acadian All Country World ex U.S. 130/30 | 20.12 | 19.27 |
| PanAgora Dynamic Global Extended Alpha | 20.04 | 18.97 |
| AJO Top Cap Absolute Value 130/30 | 19.82 | 19.67 |
| Leveraged Net Long | 5 year gross return | 5 year net return |
|---|---|---|
| AQR Capital Small Cap Relaxed Constraint | 5.46 | 3.89 |
| Acadian Non-US Concentrated 130/30 | 4.74 | 2.35 |
| Hillsdale US 130 30 Composite | 4.58 | 3.76 |
| Robeco BP 130/30 Large Cap Value | 4.44 | 3.68 |
| ValueWorks 125/25 Hedged | 4.27 | 1.27 |
| Brandywine Divsf L/C Val Extd Eq-130/30 | 4.10 | 3.03 |
| JPMorgan Large Cap Core 130/30 | 4.03 | 3.17 |
| PanAgora Dynamic Global Extended Alpha | 3.98 | 2.85 |
| MFS Blended Rsrch - US Cor Eq Extension | 3.61 | 2.72 |
| Martingale Low Volatility 130/30 LC+ | 3.50 | 2.73 |
| Market Neutral | 1 year gross return | 1 year net return |
|---|---|---|
| ArbitrOption Cptl Event-Driven Investing | 78.75 | 74.78 |
| Copeland Risk Managed Dividend Growth | 11.83 | 10.92 |
| Swan Defined Risk Strategy | 10.25 | 9.22 |
| Swan Defined Risk Strategy All Accounts | 9.87 | 8.79 |
| Numeric Investors US Market Neutral | 8.54 | 7.47 |
| PanAgora Dynamic Global Market Neutral | 6.03 | 5.01 |
| JPMorgan Res Mkt Neutral | 5.52 | 4.50 |
| 361 Multi-Strategy ETF Portfolio | 2.98 | 2.22 |
| Invesco US Market Neutral Cash | 2.78 | 2.78 |
| The Boston Multi-Alpha Mkt Neutral Eq | 2.53 | 1.51 |
| Market Neutral | 5 year gross return | 5 year net return |
|---|---|---|
| Swan Defined Risk Strategy | 6.97 | 6.02 |
| PSI Absolute Return | 6.66 | 4.49 |
| Swan Defined Risk Strategy All Accounts | 6.59 | 5.50 |
| Numeric Investors US Market Neutral | 3.01 | 2.12 |
| JPMorgan Res Mkt Neutral | 2.30 | 1.32 |
| DCM Structured US Market Neutral | 1.30 | 0.28 |
| Invesco US Market Neutral Cash | 1.21 | 1.21 |
| American Century U.S. Eq Market Neutral | 0.48 | -1.15 |
| Zacks Market Neutral | 0.40 | -0.43 |
| PSI Mkt Neutral | 0.30 | -1.79 |
| World Stock | 1 year gross return | 1 year net return |
|---|---|---|
| Mittleman Global Value | 51.34 | 49.07 |
| Brandes Global Small Cap Eq | 39.68 | 38.41 |
| Horizon Research Select Instl | 31.94 | 30.62 |
| Horizon Research Select - Strategy | 31.94 | 30.17 |
| Harris Assoc. Global Concentrated Comp | 29.40 | 28.39 |
| ZPR Global Equity | 28.84 | 26.79 |
| Horizon Core Value - Strategy | 28.41 | 27.02 |
| Wellington Global Growth | 27.39 | 26.46 |
| Horizon Strategic Value Investment Instl | 27.09 | 25.81 |
| MFS Global Concentrated Eq | 25.36 | 24.33 |
| World Stock | 5 year gross return | 5 year net return |
|---|---|---|
| Mittleman Global Value | 18.90 | 17.12 |
| ZPR Global Equity | 14.12 | 12.17 |
| New Path Actively Mgd Allc Strat (AMAS) | 9.16 | 7.54 |
| Franchise Partners - Global Equity | 8.05 | 7.10 |
| Putnam Total Return | 7.26 | 6.19 |
| NorthCoast CAN SLIM International | 7.10 | 5.20 |
| Neuberger Berman Equity Income | 6.93 | 5.82 |
| Brandes Global Small Cap Eq | 6.82 | 5.85 |
| First Eagle Global Value Equity | 6.26 | 5.47 |
| Tradewinds Multi-Cap Opportunities | 6.19 | 5.35 |
| Foreign Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Lombardia International Equity | 33.85 | 32.88 |
| Polaris Capital Mgt Polaris Intl Eq | 31.83 | 30.96 |
| Pzena International Value | 26.44 | 25.39 |
| Causeway International Opportunities | 25.99 | 25.15 |
| Accuvest Global Opportunities | 25.51 | 24.74 |
| Oechsle Select International Equity | 25.12 | 23.90 |
| Causeway Capital Mgt Intl Val Eq | 24.57 | 23.71 |
| Laffer Investments Glbl Equity Composite | 24.47 | 23.38 |
| SGA Intl Large Cap Core ADR | 24.44 | 23.27 |
| Forward Intl Dividend Institutional | 24.03 | 23.01 |
| Foreign Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| Glovista Global Emging Market Equities | 12.46 | 11.40 |
| Sanderson Asset Mgt Intl Val Eq | 4.13 | 3.06 |
| Forward Intl Dividend Institutional | 2.96 | 2.17 |
| Pyrford International Equity | 2.16 | 1.68 |
| Newton Capital Mgt Global Higher Income | 2.12 | 1.39 |
| Perkins Global Value | 1.94 | 1.27 |
| Lombardia International Equity | 1.36 | 0.55 |
| Arrowstreet Intl Eq Str All Wld ex US | 1.18 | 0.61 |
| Accuvest Global Opportunities | 1.15 | 0.46 |
| Polaris Capital Mgt Polaris Intl Eq | 0.88 | 0.21 |
| Foreign Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| CBRE Clarion International Real Estate | 37.33 | 36.01 |
| Federated EAFE Equity Composite | 32.00 | 31.02 |
| PIMCO Int'l StocksPLUS Total Return | 30.22 | 29.35 |
| Harris Assoc. International | 29.98 | 29.06 |
| Lazard International Strategic Equity | 25.90 | 25.23 |
| Financial Trust Europe ValueMomentum | 25.77 | 24.21 |
| BMO Global Fund | 25.17 | 23.70 |
| Herzfeld Foreign Closed-End | 25.00 | 23.33 |
| NS Partners International Equity | 24.75 | 23.72 |
| Causeway International Value Select | 24.71 | 23.85 |
| Foreign Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| CapGuard/Intl EM Total Opportunities | 6.52 | 5.47 |
| Harris Assoc. International | 4.43 | 3.62 |
| Federated EAFE Equity Composite | 3.54 | 2.67 |
| Burgundy EAFE Composite | 3.05 | 2.26 |
| Analytic Investors Global Low Volatility | 2.89 | 2.64 |
| Herzfeld Foreign Closed-End | 2.85 | 1.60 |
| PIMCO Int'l StocksPLUS Total Return | 2.55 | 1.88 |
| MFS International Val Eq | 2.42 | 1.68 |
| Ranger International Plus | 2.03 | 1.01 |
| EARNEST International Equity | 2.02 | 1.19 |
| Foreign Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| GMO Emerging Domestic Opps Strategy | 25.60 | 24.26 |
| American Century Non-U.S. Select Growth | 25.22 | 25.22 |
| Vontobel Asset Mgt Far East Equity | 25.08 | 22.93 |
| Franklin Non-US Equity | 24.26 | 23.91 |
| William Blair Intl Gr | 23.94 | 22.97 |
| Franklin Global Equity | 23.58 | 22.88 |
| American Century Non-US Growth EAFE Only | 23.25 | 22.45 |
| OFI Global International Equity | 23.22 | 22.35 |
| MFS International Equity | 23.22 | 22.19 |
| MFS International Concentrated Equity | 23.15 | 22.12 |
| Foreign Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| WCM Inv Mgt Focused Growth Intl | 5.77 | 5.20 |
| Martin Inv Mgt Tortue Capital | 4.71 | 3.68 |
| Euclid International Equity | 4.64 | 3.07 |
| Matterhorn International Equity | 2.82 | 1.95 |
| Harding Loevner Intl Eq | 2.76 | 2.09 |
| Calamos International Growth Composite | 2.51 | 1.51 |
| Walter Scott Int'l (EAFE) Equity | 2.43 | 2.27 |
| OFI Global International Equity | 2.00 | 1.27 |
| Harding Loevner Intl Eq ADR | 1.99 | 1.22 |
| MFS International Equity | 1.88 | 1.15 |
| Foreign Small/Mid Value | 1 year gross return | 1 year net return |
|---|---|---|
| RBC GAM International Equity SA | 31.44 | 30.36 |
| GCIM Intl Small Cap Opportunity | 29.77 | 28.50 |
| Brandes International Small Cap Eq | 28.08 | 27.00 |
| Wellington Intl Contrarian Value | 27.67 | 26.61 |
| Denver Inv International Small-Cap | 26.78 | 25.15 |
| QMA International Small Cap Equity | 25.94 | 24.91 |
| Denver Inv Concentrated Intl Small-Cap | 25.38 | 23.87 |
| The Boston International Small Cap Eq | 25.34 | 24.18 |
| SSgA Small Cap Intl Alpha Strategy | 25.09 | 24.05 |
| Philadelphia Intl LP Small Cap Intl Eq | 24.80 | 24.29 |
| Foreign Small/Mid Value | 5 year gross return | 5 year net return |
|---|---|---|
| Denver Inv Concentrated Intl Small-Cap | 8.26 | 7.11 |
| Denver Inv International Small-Cap | 7.62 | 6.38 |
| Brandes International Small Cap Eq | 7.32 | 6.37 |
| IVA Diversified International | 7.29 | 6.34 |
| First Eagle International Value Equity | 5.42 | 5.06 |
| Templeton Intl Sm Cap Eq | 4.45 | 3.92 |
| Renaissance Intl Small Cap Eq Wrap | 4.30 | 1.22 |
| GCIM Intl Small Cap Opportunity | 4.10 | 3.08 |
| Wellington Intl Contrarian Value | 3.12 | 2.25 |
| AQR Capital International Small Cap | 2.90 | 1.87 |
| Foreign Small/Mid Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Wasatch International Small Cap Growth | 35.06 | 33.65 |
| Oberweis Intl Opportunities | 33.53 | 32.24 |
| T. Rowe Price Intl Small-Cap Equity | 27.52 | 26.36 |
| American Century Non-U.S. Small Cap | 26.58 | 25.46 |
| Pinnacle International Small Cap Equity | 26.48 | 24.85 |
| MFS International Small Cap Equity | 26.47 | 25.30 |
| Highclere Intl Investors SMID Fund | 25.43 | 24.23 |
| Arbor Capital International Small Cap | 25.35 | 23.70 |
| UBS Global ex US Small Cap Growth | 24.50 | 23.29 |
| Federated NonUS SmallMid Cap Equity Comp | 24.36 | 23.10 |
| Foreign Small/Mid Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Highclere Intl Invs Smaller Companies Fd | 5.91 | 4.63 |
| Wasatch International Small Cap Growth | 5.78 | 4.52 |
| MFS International Small Cap Equity | 3.94 | 2.93 |
| Navellier International Small Cap | 2.33 | 1.04 |
| Columbia Wanger International Equity | 2.14 | 1.27 |
| William Blair Intl Small Cap Growth | 1.71 | 0.72 |
| T. Rowe Price Intl Small-Cap Equity | 1.59 | 0.63 |
| Oberweis Intl Opportunities | 1.23 | 0.08 |
| UBS Global ex US Small Cap Growth | 0.39 | -0.76 |
| Copper Rock International Small Cap | -0.13 | -1.12 |
| Latin America Stock | 1 year gross return | 1 year net return |
|---|---|---|
| Financial Trust Latin Value Momentum | 24.15 | 22.61 |
| T. Rowe Price Latin America Eq Comp | 11.52 | 10.58 |
| Mirae Brazil Sector Leader Equity | 5.99 | 4.94 |
| Latin America Stock | 5 year gross return | 5 year net return |
|---|---|---|
| Financial Trust Latin Value Momentum | 2.99 | 1.71 |
| T. Rowe Price Latin America Eq Comp | -0.21 | -1.06 |
| Mirae Brazil Sector Leader Equity | -1.61 | -2.60 |
| Europe Stock | 1 year gross return | 1 year net return |
|---|---|---|
| T. Rowe Price Europe Smaller Co. Eq | 38.07 | 37.06 |
| Wellington Strategic European Equity | 31.88 | 30.91 |
| Pictet Small Cap European Core Comp | 30.79 | 29.89 |
| PineBridge Eurp Emerg Mkts Eq Composite | 30.64 | 29.49 |
| Pictet Asset Mgt Eastern European Equity | 29.32 | 28.31 |
| Acadian Europe Equity Ex-UK | 28.31 | 27.37 |
| BNP Paribas Europe Mid Cap | 27.40 | 26.52 |
| NS Partners European Equity Composite | 27.35 | 26.60 |
| Putnam European Core Equity | 27.27 | 26.26 |
| Vontobel Asset Mgt European Equity | 26.78 | 25.53 |
| Europe Stock | 5 year gross return | 5 year net return |
|---|---|---|
| Burgundy European Equity Composite | 3.19 | 2.21 |
| CIBC International Equity | 1.75 | 1.01 |
| Vontobel Asset Mgt European Equity | 1.49 | -0.04 |
| Pictet Small Cap European Core Comp | 0.46 | -0.23 |
| Lazard European Equity Select ADR SMA | 0.33 | -2.66 |
| GEAM Europe Equity Select | 0.01 | -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 Stock | 1 year gross return | 1 year net return |
|---|---|---|
| Burgundy Focus Asian Composite | 15.16 | 14.31 |
| Burgundy Asian (All Cap) Composite | 14.30 | 13.18 |
| BlackRock Pacific Basin Equity | 12.19 | 11.52 |
| T. Rowe Price Japan Equity Comp | 11.70 | 11.03 |
| Baillie Gifford Overseas Japanese Eq | 10.49 | 9.81 |
| MFS Japan Equity | 10.48 | 9.71 |
| Daiwa SB Structured Fundamental Japan | 10.13 | 9.48 |
| Acadian Japanese Equity | 8.27 | 7.47 |
| Daiwa Jap Sm-Mid Fr/Act | 7.82 | 7.18 |
| IFDC Japan Mainstream | 6.40 | 6.40 |
| Japan Stock | 5 year gross return | 5 year net return |
|---|---|---|
| Burgundy Asian (All Cap) Composite | 6.65 | 5.36 |
| Burgundy Focus Asian Composite | 6.59 | 5.70 |
| Tradewinds Japan Equity | 1.76 | 0.95 |
| Daiwa Jap Sm-Mid Fr/Act | 1.68 | 1.08 |
| 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 Stk | 1 year gross return | 1 year net return |
|---|---|---|
| Mirae Asia Pacific Consumer Sector Eq | 29.16 | 27.90 |
| PGI Asia ex-Japan Equity | 27.41 | 26.99 |
| Horizon Asia Institutional | 26.05 | 24.79 |
| Investec 4Factor Asia Pacific ex Jap Eq | 25.73 | 24.89 |
| Brandes Asia ex-Japan Equity | 25.62 | 24.30 |
| T. Rowe Price Asia ex-Japan Eq Comp | 24.65 | 23.61 |
| Putnam Asia Pacific ex-Japan | 24.49 | 23.24 |
| Pyrford Pacific Basin ex Japan Equity | 24.34 | 23.73 |
| Havenport (Asia Pacific Ex Japan) Comp | 24.23 | 23.34 |
| Havenport (Developed Asia) - Composite | 24.07 | 23.19 |
| Pacific/Asia ex-Japan Stk | 5 year gross return | 5 year net return |
|---|---|---|
| Pyrford Pacific Basin ex Japan Equity | 9.64 | 9.14 |
| Horizon Asia Institutional | 7.82 | 6.74 |
| Mirae Asia Pacific Consumer Sector Eq | 7.62 | 6.55 |
| Brandes Asia ex-Japan Equity | 6.95 | 5.78 |
| MFS Asia Pacific ex Japan | 2.68 | 1.83 |
| MFS Asia ex Japan Equity | 2.44 | 1.60 |
| Havenport (Developed Asia) - Composite | 2.36 | 2.00 |
| PGI Asia ex-Japan Equity | 1.71 | 1.27 |
| T. Rowe Price Asia ex-Japan Eq Comp | 1.63 | 0.76 |
| Newton Capital Mgt Pacific Bas ex Jap Eq | 1.11 | 0.40 |
| Diversified Pacific/Asia | 1 year gross return | 1 year net return |
|---|---|---|
| ZPR All Asian | 41.57 | 39.64 |
| Asia Pacific Equity | 26.35 | 25.36 |
| Templeton Asia Pacific Eq | 24.69 | 24.17 |
| Pyrford Intl Plc Asia Pacific Equity | 22.44 | 21.81 |
| Natixis / AIA Mgd ETF - China | 21.11 | 19.95 |
| Oberweis Asia Opport | 19.67 | 18.38 |
| RCM Total Return Asia Equity | 17.96 | 15.72 |
| Sit Inv Pac Basin | 16.35 | 15.32 |
| Accuvest Asian Advantage | 15.00 | 14.78 |
| Daiwa SBI Pac Basin Eq | 14.06 | 13.38 |
| Diversified Pacific/Asia | 5 year gross return | 5 year net return |
|---|---|---|
| ZPR All Asian | 24.13 | 21.98 |
| Pyrford Intl Plc Asia Pacific Equity | 6.48 | 6.00 |
| Templeton Asia Pacific Eq | 2.68 | 2.26 |
| Natixis / AIA Mgd ETF - China | 0.14 | -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 Opport | 0.00 | 0.00 |
| Accuvest Asian Advantage | 0.00 | 0.00 |
| Diversified Emerging Mkts | 1 year gross return | 1 year net return |
|---|---|---|
| LGM Frontier Markets Strategy | 42.89 | 39.75 |
| Cohen & Steers Emging Mkts Rl Estt Secs | 42.10 | 39.52 |
| Acadian Emerging Markets Small Cap Eq | 38.38 | 36.69 |
| QMA Emerging Markets Small Cap Equity | 37.81 | 36.47 |
| Forum Emerging Markets Strategy | 36.76 | 35.43 |
| Acamar Emerging Growth | 34.89 | 33.58 |
| Driehaus Emerging Mkt Small Cap Gr | 30.73 | 28.82 |
| Wasatch Emerging Markets SmllCap SA | 30.12 | 28.14 |
| Burgundy Emerging Markets | 29.40 | 29.36 |
| SSGA Active Emerging Markets Sm Cp Strat | 29.37 | 28.04 |
| Diversified Emerging Mkts | 5 year gross return | 5 year net return |
|---|---|---|
| Westwood Global Emerging Mkts Composite | 6.82 | 5.90 |
| Vontobel Asset Mgt Emg Mkts Eq | 5.62 | 4.21 |
| EARNEST Emerging Markets | 5.48 | 4.43 |
| Brandes Emerging Markets Equity | 5.01 | 4.05 |
| OFI Global Emerging Markets | 4.93 | 4.05 |
| OFII Emerging Markets Equity | 4.74 | 3.78 |
| LSV Asset Mgt Emg Mkts Val Eq | 4.16 | 3.17 |
| Lee Munder Capital Group Emer Markets | 3.80 | 2.80 |
| PanAgora Dynamic Emg Mkts Equity | 3.51 | 2.64 |
| DCM Emerging Markets Equity | 3.35 | 2.27 |
| Global Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| EII Int'l (ex-US) Real Estate Securities | 45.20 | 43.80 |
| PGI Global ex-US Real Estate Securities | 43.27 | 42.50 |
| Goldman Sachs Intl Real Estate Secs | 42.98 | 41.80 |
| Driehaus International Realty | 42.50 | 41.84 |
| Morgan Stanley Glbl ex-US Real Estate | 41.55 | 40.77 |
| Invesco Global ex-US REITs | 40.95 | 39.86 |
| Forum Securities Global Ex-US Divers | 40.74 | 39.64 |
| JPMorgan Intl Real Estate Securities | 40.50 | 39.50 |
| Urdang Global ex-US REIT Fund | 37.87 | 37.24 |
| Third Avenue Real Estate Value Equity | 37.56 | 36.10 |
| Global Real Estate | 5 year gross return | 5 year net return |
|---|---|---|
| Heitman Global Focused Strategy | 4.91 | 4.22 |
| Adelante Global Strategy | 3.92 | 3.12 |
| Heitman Global Diversified Strategy | 3.68 | 2.91 |
| Urdang Global REIT | 2.82 | 2.20 |
| EII Global Real Estate Securities | 2.68 | 1.67 |
| Third Avenue Real Estate Value Equity | 2.63 | 1.48 |
| PGI Global Real Estate Securities | 2.63 | 1.87 |
| AEW Global Diversified REIT (EPRA) | 2.54 | 1.79 |
| Morgan Stanley Glbl Real Estate | 2.49 | 1.90 |
| Duff & Phelps Intl Real Estate Secs | 2.47 | 1.59 |
| World Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Brandywine Global Credit | 28.95 | 27.69 |
| Franklin Templeton Euro High Yield | 24.17 | 23.53 |
| Brandywine Intl Opportunistic Fxd Inc | 21.46 | 20.92 |
| Franklin Templeton Global Multi-Sector | 21.26 | 20.74 |
| PGI Global High Yield | 19.14 | 18.24 |
| Newgate Total Return Income | 18.78 | 17.91 |
| Lazard Glbl Listed Infrastruct USD Hedge | 18.76 | 17.79 |
| Brandywine International Fixed Inc | 18.71 | 18.19 |
| PGI Global Credit Opportunities | 18.14 | 17.26 |
| CapGuard/Intl Global High Yield FI | 18.02 | 17.20 |
| World Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Franklin Templeton Global Multi-Sector | 13.67 | 12.43 |
| Strategic Non-Dollar Bond Composite | 11.96 | 12.00 |
| Franklin Templeton Global Bond Plus | 11.24 | 10.19 |
| PIMCO Diversified Income | 10.30 | 9.53 |
| Brandywine Global Fixed Income | 10.25 | 9.68 |
| Stone Harbor Glbl High Yield Comp 70/30 | 9.99 | 9.54 |
| Prudential Global Aggregate Plus | 9.91 | 9.44 |
| CapGuard/Intl Global High Yield FI | 9.81 | 9.05 |
| Federated Strategic Multi-Sector FI Comp | 9.52 | 8.98 |
| Newgate Total Return Income | 9.46 | 8.60 |
| High Yield Bond | 1 year gross return | 1 year net return |
|---|---|---|
| TCW Opportunistic MBS | 32.38 | 31.45 |
| Manulife AM US High Yield Fixed Income | 27.49 | 26.85 |
| Brandywine Global Credit Opportun | 25.44 | 23.31 |
| DCM High Yield | 23.85 | 23.24 |
| Brandywine Global High Yield | 23.51 | 22.73 |
| Oaktree European High Yield Bonds | 21.74 | 21.16 |
| NCRAM Hi Yld Tol Ret Instl (HYTRIC) | 21.36 | 20.77 |
| Loomis Sayles High Yield Full Discretion | 20.71 | 20.21 |
| Pyramis High Yield CMBS Composite | 20.09 | 19.20 |
| Franklin Templeton Global High Yield | 19.59 | 18.92 |
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Clark Navigator Fixed Income TR | 14.82 | 13.86 |
| Braver Tactical High Yield Bond | 14.36 | 13.23 |
| First Eagle High Yield Separate Account | 14.31 | 13.51 |
| PageOne SIP | 14.08 | 13.23 |
| WST Dynamic Total Return Strategy | 13.82 | 11.89 |
| NCRAM Hi Yld Tol Ret Instl (HYTRIC) | 12.18 | 11.63 |
| MacKay Shields High Yld Active Core | 12.13 | 11.53 |
| Neuberger Berman Full Market High Yield | 12.12 | 11.50 |
| AEGON High Yield Fixed Income | 12.00 | 11.61 |
| AXA Inv Mgrs High Yld | 11.99 | 11.40 |
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| UCM Active Mortgage-Backed Securities | 13.79 | 13.64 |
| S&P Capital Appreciation Fund Moderate | 12.14 | 11.97 |
| Federated Core Plus Fixed Income MA | 8.08 | 6.88 |
| Federated Govt Credit w MAPS MA | 8.04 | 6.83 |
| Federated Govt Credit no MAPS MA | 6.90 | 5.68 |
| Buckhead Govt/Credit Composite | 6.71 | 6.43 |
| Federated Intermediate Govt Credit MA | 6.58 | 5.41 |
| Astor Active Income Program | 6.15 | 4.31 |
| Western Asset Active Bond Gov/Corp-SMA | 5.89 | 4.32 |
| Sage Core Government/Credit Fixed Income | 5.31 | 4.92 |
| Intermediate Government | 5 year gross return | 5 year net return |
|---|---|---|
| UCM Active Mortgage-Backed Securities | 13.17 | 12.88 |
| Federated Govt Credit w MAPS MA | 8.04 | 6.73 |
| Federated Govt Credit no MAPS MA | 7.25 | 5.92 |
| Seix Core Government/Credit | 7.23 | 6.80 |
| Sage Core Government/Credit Fixed Income | 6.96 | 6.58 |
| Federated Core Plus Fixed Income MA | 6.95 | 5.63 |
| Western Asset Active Bond Gov/Corp-SMA | 6.94 | 5.37 |
| Buckhead Govt/Credit Composite | 6.92 | 6.55 |
| CS McKee Broad Government Fixed | 6.84 | 6.33 |
| Logan Circle STAMP Intmt Govt/Credit | 6.63 | 6.36 |
| Intermediate-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Spectrum Preferred Securities | 20.18 | 19.88 |
| Flaherty & Crumrine Separate Mgd Account | 19.35 | 18.78 |
| Spectrum SMA Tax Advantaged Pref Secs | 18.01 | 15.40 |
| Spectrum Preferred Secs Offshore (NRA) | 17.33 | 14.72 |
| Spectrum SMA Preferred Securities | 17.03 | 14.44 |
| Stonebridge Tax-Advantaged QDI Pref Secs | 16.86 | 16.47 |
| PIMCO Investmt Grade Corporate | 15.08 | 14.56 |
| Brookfield CMBS Composite | 14.98 | 14.57 |
| Stonebridge Std Taxable Pref Secs | 14.62 | 14.28 |
| ING Investment Grade Credit | 14.32 | 13.88 |
| Intermediate-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Camden Bond Composite | 11.56 | 10.08 |
| Flaherty & Crumrine Separate Mgd Account | 11.47 | 10.94 |
| PIMCO Investmt Grade Corporate | 10.79 | 10.29 |
| MacKay Shields Core Plus Opportunities | 10.25 | 9.82 |
| Loomis Sayles Core Plus | 10.13 | 9.88 |
| Stonebridge Std Taxable Pref Secs | 10.09 | 9.66 |
| Stonebridge Tax-Advantaged QDI Pref Secs | 9.91 | 9.52 |
| PGI Corporate Plus | 9.57 | 9.31 |
| MFS Corporate Fixed Income | 9.52 | 9.06 |
| Spectrum Preferred Securities | 9.48 | 9.19 |
| Short Government | 1 year gross return | 1 year net return |
|---|---|---|
| Garcia Fix-Inc Government/Credit | 11.48 | 11.24 |
| FFTW Mortgage - Unconstrained | 10.06 | 9.79 |
| FFTW Mortgage Alpha | 6.95 | 6.42 |
| JPMorgan MBS Bond (Columbus) | 5.87 | 5.60 |
| BlackRock Mortgage | 5.65 | 5.39 |
| Garcia F/I Short Duration Opportunistic | 5.17 | 5.02 |
| Sit Inv Short Dur Strat | 4.11 | 3.70 |
| Redstone Short-Intermediate Comp | 3.47 | 3.19 |
| PIMCO Mortgage Constrained | 3.29 | 3.14 |
| Brown Advisory Limited Duration | 3.05 | 2.78 |
| Short Government | 5 year gross return | 5 year net return |
|---|---|---|
| FFTW Mortgage - Unconstrained | 9.79 | 9.52 |
| Garcia Fix-Inc Government/Credit | 8.23 | 7.93 |
| FFTW Mortgage Alpha | 8.08 | 7.55 |
| JPMorgan MBS Bond (Columbus) | 7.91 | 7.64 |
| BlackRock Mortgage | 6.30 | 6.01 |
| PIMCO Mortgage Constrained | 6.20 | 6.02 |
| Sit Inv Short Dur Strat | 6.18 | 5.74 |
| Eagle Government Securities Inst | 5.28 | 4.86 |
| Eagle Government Securities - Retail | 5.21 | 4.22 |
| Redstone Short-Intermediate Comp | 5.17 | 4.91 |
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Brookfield Opportunistic MBS | 29.29 | 28.38 |
| Atlantic Enhanced Stock Indexing | 18.93 | 18.37 |
| First Western High Yield Short Duration | 15.25 | 14.72 |
| TCW MetWest Strategic Income | 14.41 | 12.57 |
| TCW MetWest Opportunistic Core Plus | 11.11 | 10.67 |
| Atalanta Sosnoff Tx Exmpt Interm Dur Fxd | 10.37 | 10.18 |
| PIMCO Core Plus Total Ret Full Auth | 10.34 | 9.86 |
| PIMCO Mode Dur Core Plus Full Authority | 8.41 | 7.95 |
| 3D Fixed Income ETF Portfolio | 8.15 | 7.61 |
| Western Asset Core Plus SMA | 7.80 | 6.23 |
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| TCW MetWest Opportunistic Core Plus | 11.15 | 10.70 |
| First Western High Yield Short Duration | 9.23 | 8.49 |
| PIMCO Core Plus Total Ret Full Auth | 8.45 | 7.97 |
| Western Asset Core Plus SMA | 7.89 | 6.31 |
| PIMCO Mode Dur Core Plus Full Authority | 7.63 | 7.17 |
| Atalanta Sosnoff Tx Exmpt Interm Dur Fxd | 7.02 | 6.82 |
| Jennison Active Intermediate | 6.69 | 6.57 |
| Merganser Interm. Bond | 6.67 | 6.38 |
| PIMCO Mortgage Unconstrained | 6.64 | 6.06 |
| BlackRock Core PLUS | 6.41 | 6.09 |
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Western Asset Mgt US Index Plus | 22.16 | 21.76 |
| TCW MetWest AlphaTrak | 19.76 | 19.71 |
| Pyramis Leveraged Loans Composite | 12.94 | 12.38 |
| The Lara U.S Treas Bond Mgt Prog | 6.44 | 11.03 |
| Goldman Sachs US Mortgages | 4.29 | 4.02 |
| TCW MetWest Ultra Short Bonds | 4.03 | 3.87 |
| Columbia Currency Alpha Absolute Return | 3.64 | 2.74 |
| PIMCO Short Term | 3.60 | 3.19 |
| Federated Active Cash Moderate FI Comp | 2.51 | 2.19 |
| First Quadrant Tact Curr Alloc L/S USD | 2.43 | 2.26 |
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Pyramis Leveraged Loans Composite | 7.87 | 7.33 |
| Goldman Sachs US Mortgages | 5.61 | 5.32 |
| DBF Short Duration Govt/Agency | 3.79 | 3.57 |
| Dana Limited Volatility | 3.40 | 3.16 |
| Taxable 1-3 Year Fixed Income | 3.40 | 3.19 |
| The Lara U.S Treas Bond Mgt Prog | 3.36 | 4.23 |
| StableRiver US Govt Sec Ultra-Shrt Strat | 3.04 | 2.80 |
| PIMCO Short Term | 3.01 | 2.62 |
| StableRiver Ultra Short | 2.71 | 2.46 |
| Federated Active Cash Moderate FI Comp | 2.69 | 2.39 |
| Long Government | 1 year gross return | 1 year net return |
|---|---|---|
| TCW Securitized Opportunities | 23.45 | 22.25 |
| CMG SR Treasury Bond Program | 12.04 | 9.29 |
| JPMorgan Long Duration Diversified Alpha | 11.48 | 11.09 |
| Johnson Institutional Mgmt Lng Crdt | 10.88 | 10.62 |
| JPMorgan Long Duration Invmtt Grade Plus | 10.30 | 9.97 |
| JPMorgan Long Duration Investment Grade | 10.04 | 9.77 |
| Hillswick Long Duration Government | 6.12 | 5.84 |
| PIMCO Long Duration Treasury | 5.42 | 4.90 |
| JKMAM Active Aggregate | 5.19 | 4.78 |
| Mellon Cap EB LT Gov't Bond Index Fund | 3.79 | 3.74 |
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| TCW Securitized Opportunities | 23.11 | 21.78 |
| CMG SR Treasury Bond Program | 21.42 | 18.43 |
| NISA 15+ STRIPS | 12.99 | 12.72 |
| Hillswick Long Duration Government | 12.94 | 12.62 |
| NISA Long Dur Govt Only Consolidated | 12.77 | 12.50 |
| Jennison Active Long Government | 11.50 | 11.29 |
| PIMCO Long Duration Treasury | 11.41 | 10.88 |
| JPMorgan Long Duration Invmtt Grade Plus | 11.12 | 10.70 |
| Hoisington Inv Mgt Macroeconomic FI Comp | 11.12 | 10.90 |
| JPMorgan Long Duration Diversified Alpha | 10.44 | 10.04 |
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Nuveen Preferred Securities | 18.58 | 17.12 |
| Delaware - Long Dur Fix-Inc | 17.47 | 16.84 |
| PIMCO Long Term Bond - Long Credit | 17.35 | 17.06 |
| Logan Circle Long Credit | 17.34 | 16.92 |
| Guggenheim Absolute Return Strategic | 16.80 | 16.47 |
| CapGuard/Intl Long Duration Credit Plus | 16.49 | 16.16 |
| Delaware Corp Bond Fix-Inc | 15.61 | 15.06 |
| STW Fixed Income Mgt Long Govt/Credit | 15.46 | 15.24 |
| AAM Core Plus | 15.21 | 14.49 |
| PineBridge US Lng Dur Crdit Bd Composite | 15.13 | 14.82 |
| Long-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Reams Long Duration Fixed Income | 17.02 | 16.78 |
| Delaware - Long Dur Fix-Inc | 14.54 | 13.95 |
| Logan Circle Long Duration | 13.70 | 13.30 |
| Standish US Long Duration | 13.62 | 13.38 |
| PineBridge US Lng Dur Crdit Bd Composite | 12.87 | 12.56 |
| PIMCO Long Term Bond Full Authority | 12.79 | 12.53 |
| PIMCO Long Term Bond - Long Credit | 12.70 | 12.39 |
| BMO Long Duration Fixed Income | 12.20 | 11.86 |
| Dodge & Cox Long Duration | 12.12 | 11.50 |
| CapGuard/Intl Long Dur Gov/Credit Plus | 12.05 | 11.71 |
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| First Trust FTA Taxable Closed-End Fund | 19.00 | 17.16 |
| Loomis Sayles Multi-Sector Full Discretn | 17.57 | 17.23 |
| Howard Viper 2 | 16.22 | 13.74 |
| Herzfeld Taxable Closed-End Bond | 15.37 | 14.03 |
| Thornburg Multisector Opportunistic Stra | 13.87 | 13.04 |
| Putnam Multi-Strategy Fixed Income | 13.56 | 12.76 |
| PineBridge Strat Bond Composite (USD) | 13.52 | 13.07 |
| Logan Circle Multi-Sector Fixed Income | 13.21 | 12.85 |
| Caywood-Scholl Hybrid Fixed Income | 12.62 | 12.38 |
| Manulife AM US Strategic Fixed Income | 12.55 | 12.10 |
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| BTS Select Bond Asset Allocation Program | 15.93 | 13.27 |
| Clark Navigator FI Total Return (SAI) | 14.82 | 13.88 |
| Camden Bond | 11.56 | 10.08 |
| Medium Quality Core Fixed Income | 10.31 | 9.87 |
| Caywood-Scholl Hybrid Fixed Income | 10.16 | 9.94 |
| Loomis Sayles Multi-Sector Full Discretn | 10.00 | 9.66 |
| Manulife AM US Strategic Fixed Income | 9.75 | 9.34 |
| Howard Viper 2 | 9.61 | 7.25 |
| Thornburg Multisector Opportunistic Stra | 9.51 | 8.39 |
| GW Capital Medium-grade Bond | 9.40 | 8.90 |
| High Yield Bond | 1 year gross return | 1 year net return |
|---|---|---|
| TCW Opportunistic MBS | 32.38 | 31.45 |
| Manulife AM US High Yield Fixed Income | 27.49 | 26.85 |
| Brandywine Global Credit Opportun | 25.44 | 23.31 |
| DCM High Yield | 23.85 | 23.24 |
| Brandywine Global High Yield | 23.51 | 22.73 |
| Oaktree European High Yield Bonds | 21.74 | 21.16 |
| NCRAM Hi Yld Tol Ret Instl (HYTRIC) | 21.36 | 20.77 |
| Loomis Sayles High Yield Full Discretion | 20.71 | 20.21 |
| Pyramis High Yield CMBS Composite | 20.09 | 19.20 |
| Franklin Templeton Global High Yield | 19.59 | 18.92 |
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Clark Navigator Fixed Income TR | 14.82 | 13.86 |
| Braver Tactical High Yield Bond | 14.36 | 13.23 |
| First Eagle High Yield Separate Account | 14.31 | 13.51 |
| PageOne SIP | 14.08 | 13.23 |
| WST Dynamic Total Return Strategy | 13.82 | 11.89 |
| NCRAM Hi Yld Tol Ret Instl (HYTRIC) | 12.18 | 11.63 |
| MacKay Shields High Yld Active Core | 12.13 | 11.53 |
| Neuberger Berman Full Market High Yield | 12.12 | 11.50 |
| AEGON High Yield Fixed Income | 12.00 | 11.61 |
| AXA Inv Mgrs High Yld | 11.99 | 11.40 |
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| UCM Active Mortgage-Backed Securities | 13.79 | 13.64 |
| S&P Capital Appreciation Fund Moderate | 12.14 | 11.97 |
| Federated Core Plus Fixed Income MA | 8.08 | 6.88 |
| Federated Govt Credit w MAPS MA | 8.04 | 6.83 |
| Federated Govt Credit no MAPS MA | 6.90 | 5.68 |
| Buckhead Govt/Credit Composite | 6.71 | 6.43 |
| Federated Intermediate Govt Credit MA | 6.58 | 5.41 |
| Astor Active Income Program | 6.15 | 4.31 |
| Western Asset Active Bond Gov/Corp-SMA | 5.89 | 4.32 |
| Sage Core Government/Credit Fixed Income | 5.31 | 4.92 |
| Intermediate Government | 5 year gross return | 5 year net return |
|---|---|---|
| UCM Active Mortgage-Backed Securities | 13.17 | 12.88 |
| Federated Govt Credit w MAPS MA | 8.04 | 6.73 |
| Federated Govt Credit no MAPS MA | 7.25 | 5.92 |
| Seix Core Government/Credit | 7.23 | 6.80 |
| Sage Core Government/Credit Fixed Income | 6.96 | 6.58 |
| Federated Core Plus Fixed Income MA | 6.95 | 5.63 |
| Western Asset Active Bond Gov/Corp-SMA | 6.94 | 5.37 |
| Buckhead Govt/Credit Composite | 6.92 | 6.55 |
| CS McKee Broad Government Fixed | 6.84 | 6.33 |
| Logan Circle STAMP Intmt Govt/Credit | 6.63 | 6.36 |
| Intermediate-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Spectrum Preferred Securities | 20.18 | 19.88 |
| Flaherty & Crumrine Separate Mgd Account | 19.35 | 18.78 |
| Spectrum SMA Tax Advantaged Pref Secs | 18.01 | 15.40 |
| Spectrum Preferred Secs Offshore (NRA) | 17.33 | 14.72 |
| Spectrum SMA Preferred Securities | 17.03 | 14.44 |
| Stonebridge Tax-Advantaged QDI Pref Secs | 16.86 | 16.47 |
| PIMCO Investmt Grade Corporate | 15.08 | 14.56 |
| Brookfield CMBS Composite | 14.98 | 14.57 |
| Stonebridge Std Taxable Pref Secs | 14.62 | 14.28 |
| ING Investment Grade Credit | 14.32 | 13.88 |
| Intermediate-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Camden Bond Composite | 11.56 | 10.08 |
| Flaherty & Crumrine Separate Mgd Account | 11.47 | 10.94 |
| PIMCO Investmt Grade Corporate | 10.79 | 10.29 |
| MacKay Shields Core Plus Opportunities | 10.25 | 9.82 |
| Loomis Sayles Core Plus | 10.13 | 9.88 |
| Stonebridge Std Taxable Pref Secs | 10.09 | 9.66 |
| Stonebridge Tax-Advantaged QDI Pref Secs | 9.91 | 9.52 |
| PGI Corporate Plus | 9.57 | 9.31 |
| MFS Corporate Fixed Income | 9.52 | 9.06 |
| Spectrum Preferred Securities | 9.48 | 9.19 |
| Short Government | 1 year gross return | 1 year net return |
|---|---|---|
| Garcia Fix-Inc Government/Credit | 11.48 | 11.24 |
| FFTW Mortgage - Unconstrained | 10.06 | 9.79 |
| FFTW Mortgage Alpha | 6.95 | 6.42 |
| JPMorgan MBS Bond (Columbus) | 5.87 | 5.60 |
| BlackRock Mortgage | 5.65 | 5.39 |
| Garcia F/I Short Duration Opportunistic | 5.17 | 5.02 |
| Sit Inv Short Dur Strat | 4.11 | 3.70 |
| Redstone Short-Intermediate Comp | 3.47 | 3.19 |
| PIMCO Mortgage Constrained | 3.29 | 3.14 |
| Brown Advisory Limited Duration | 3.05 | 2.78 |
| Short Government | 5 year gross return | 5 year net return |
|---|---|---|
| FFTW Mortgage - Unconstrained | 9.79 | 9.52 |
| Garcia Fix-Inc Government/Credit | 8.23 | 7.93 |
| FFTW Mortgage Alpha | 8.08 | 7.55 |
| JPMorgan MBS Bond (Columbus) | 7.91 | 7.64 |
| BlackRock Mortgage | 6.30 | 6.01 |
| PIMCO Mortgage Constrained | 6.20 | 6.02 |
| Sit Inv Short Dur Strat | 6.18 | 5.74 |
| Eagle Government Securities Inst | 5.28 | 4.86 |
| Eagle Government Securities - Retail | 5.21 | 4.22 |
| Redstone Short-Intermediate Comp | 5.17 | 4.91 |
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Brookfield Opportunistic MBS | 29.29 | 28.38 |
| Atlantic Enhanced Stock Indexing | 18.93 | 18.37 |
| First Western High Yield Short Duration | 15.25 | 14.72 |
| TCW MetWest Strategic Income | 14.41 | 12.57 |
| TCW MetWest Opportunistic Core Plus | 11.11 | 10.67 |
| Atalanta Sosnoff Tx Exmpt Interm Dur Fxd | 10.37 | 10.18 |
| PIMCO Core Plus Total Ret Full Auth | 10.34 | 9.86 |
| PIMCO Mode Dur Core Plus Full Authority | 8.41 | 7.95 |
| 3D Fixed Income ETF Portfolio | 8.15 | 7.61 |
| Western Asset Core Plus SMA | 7.80 | 6.23 |
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| TCW MetWest Opportunistic Core Plus | 11.15 | 10.70 |
| First Western High Yield Short Duration | 9.23 | 8.49 |
| PIMCO Core Plus Total Ret Full Auth | 8.45 | 7.97 |
| Western Asset Core Plus SMA | 7.89 | 6.31 |
| PIMCO Mode Dur Core Plus Full Authority | 7.63 | 7.17 |
| Atalanta Sosnoff Tx Exmpt Interm Dur Fxd | 7.02 | 6.82 |
| Jennison Active Intermediate | 6.69 | 6.57 |
| Merganser Interm. Bond | 6.67 | 6.38 |
| PIMCO Mortgage Unconstrained | 6.64 | 6.06 |
| BlackRock Core PLUS | 6.41 | 6.09 |
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Western Asset Mgt US Index Plus | 22.16 | 21.76 |
| TCW MetWest AlphaTrak | 19.76 | 19.71 |
| Pyramis Leveraged Loans Composite | 12.94 | 12.38 |
| The Lara U.S Treas Bond Mgt Prog | 6.44 | 11.03 |
| Goldman Sachs US Mortgages | 4.29 | 4.02 |
| TCW MetWest Ultra Short Bonds | 4.03 | 3.87 |
| Columbia Currency Alpha Absolute Return | 3.64 | 2.74 |
| PIMCO Short Term | 3.60 | 3.19 |
| Federated Active Cash Moderate FI Comp | 2.51 | 2.19 |
| First Quadrant Tact Curr Alloc L/S USD | 2.43 | 2.26 |
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Pyramis Leveraged Loans Composite | 7.87 | 7.33 |
| Goldman Sachs US Mortgages | 5.61 | 5.32 |
| DBF Short Duration Govt/Agency | 3.79 | 3.57 |
| Dana Limited Volatility | 3.40 | 3.16 |
| Taxable 1-3 Year Fixed Income | 3.40 | 3.19 |
| The Lara U.S Treas Bond Mgt Prog | 3.36 | 4.23 |
| StableRiver US Govt Sec Ultra-Shrt Strat | 3.04 | 2.80 |
| PIMCO Short Term | 3.01 | 2.62 |
| StableRiver Ultra Short | 2.71 | 2.46 |
| Federated Active Cash Moderate FI Comp | 2.69 | 2.39 |
| Long Government | 1 year gross return | 1 year net return |
|---|---|---|
| TCW Securitized Opportunities | 23.45 | 22.25 |
| CMG SR Treasury Bond Program | 12.04 | 9.29 |
| JPMorgan Long Duration Diversified Alpha | 11.48 | 11.09 |
| Johnson Institutional Mgmt Lng Crdt | 10.88 | 10.62 |
| JPMorgan Long Duration Invmtt Grade Plus | 10.30 | 9.97 |
| JPMorgan Long Duration Investment Grade | 10.04 | 9.77 |
| Hillswick Long Duration Government | 6.12 | 5.84 |
| PIMCO Long Duration Treasury | 5.42 | 4.90 |
| JKMAM Active Aggregate | 5.19 | 4.78 |
| Mellon Cap EB LT Gov't Bond Index Fund | 3.79 | 3.74 |
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| TCW Securitized Opportunities | 23.11 | 21.78 |
| CMG SR Treasury Bond Program | 21.42 | 18.43 |
| NISA 15+ STRIPS | 12.99 | 12.72 |
| Hillswick Long Duration Government | 12.94 | 12.62 |
| NISA Long Dur Govt Only Consolidated | 12.77 | 12.50 |
| Jennison Active Long Government | 11.50 | 11.29 |
| PIMCO Long Duration Treasury | 11.41 | 10.88 |
| JPMorgan Long Duration Invmtt Grade Plus | 11.12 | 10.70 |
| Hoisington Inv Mgt Macroeconomic FI Comp | 11.12 | 10.90 |
| JPMorgan Long Duration Diversified Alpha | 10.44 | 10.04 |
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Nuveen Preferred Securities | 18.58 | 17.12 |
| Delaware - Long Dur Fix-Inc | 17.47 | 16.84 |
| PIMCO Long Term Bond - Long Credit | 17.35 | 17.06 |
| Logan Circle Long Credit | 17.34 | 16.92 |
| Guggenheim Absolute Return Strategic | 16.80 | 16.47 |
| CapGuard/Intl Long Duration Credit Plus | 16.49 | 16.16 |
| Delaware Corp Bond Fix-Inc | 15.61 | 15.06 |
| STW Fixed Income Mgt Long Govt/Credit | 15.46 | 15.24 |
| AAM Core Plus | 15.21 | 14.49 |
| PineBridge US Lng Dur Crdit Bd Composite | 15.13 | 14.82 |
| Long-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Reams Long Duration Fixed Income | 17.02 | 16.78 |
| Delaware - Long Dur Fix-Inc | 14.54 | 13.95 |
| Logan Circle Long Duration | 13.70 | 13.30 |
| Standish US Long Duration | 13.62 | 13.38 |
| PineBridge US Lng Dur Crdit Bd Composite | 12.87 | 12.56 |
| PIMCO Long Term Bond Full Authority | 12.79 | 12.53 |
| PIMCO Long Term Bond - Long Credit | 12.70 | 12.39 |
| BMO Long Duration Fixed Income | 12.20 | 11.86 |
| Dodge & Cox Long Duration | 12.12 | 11.50 |
| CapGuard/Intl Long Dur Gov/Credit Plus | 12.05 | 11.71 |
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| First Trust FTA Taxable Closed-End Fund | 19.00 | 17.16 |
| Loomis Sayles Multi-Sector Full Discretn | 17.57 | 17.23 |
| Howard Viper 2 | 16.22 | 13.74 |
| Herzfeld Taxable Closed-End Bond | 15.37 | 14.03 |
| Thornburg Multisector Opportunistic Stra | 13.87 | 13.04 |
| Putnam Multi-Strategy Fixed Income | 13.56 | 12.76 |
| PineBridge Strat Bond Composite (USD) | 13.52 | 13.07 |
| Logan Circle Multi-Sector Fixed Income | 13.21 | 12.85 |
| Caywood-Scholl Hybrid Fixed Income | 12.62 | 12.38 |
| Manulife AM US Strategic Fixed Income | 12.55 | 12.10 |
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| BTS Select Bond Asset Allocation Program | 15.93 | 13.27 |
| Clark Navigator FI Total Return (SAI) | 14.82 | 13.88 |
| Camden Bond | 11.56 | 10.08 |
| Medium Quality Core Fixed Income | 10.31 | 9.87 |
| Caywood-Scholl Hybrid Fixed Income | 10.16 | 9.94 |
| Loomis Sayles Multi-Sector Full Discretn | 10.00 | 9.66 |
| Manulife AM US Strategic Fixed Income | 9.75 | 9.34 |
| Howard Viper 2 | 9.61 | 7.25 |
| Thornburg Multisector Opportunistic Stra | 9.51 | 8.39 |
| GW Capital Medium-grade Bond | 9.40 | 8.90 |
| Inflation-Protected Bond | 1 year gross return | 1 year net return |
|---|---|---|
| PIMCO Real Ret Asset Long Duration | 14.10 | 13.52 |
| PIMCO Real Return Full Authority | 9.65 | 9.15 |
| PIMCO Real Return for Managed Accounts | 9.55 | 7.88 |
| Standish Global TIPS | 9.51 | 9.41 |
| Hartford Inv Mgt TIPS – Asset Class | 7.42 | 7.20 |
| Franklin Templeton US TIPS | 7.34 | 7.20 |
| BlackRock TIPS PLUS | 7.29 | 7.13 |
| American Century US Inflation-Adjust Bd | 7.20 | 6.69 |
| FFTW Inflation Linked Bonds U.S. | 7.17 | 6.96 |
| Western Asset Mgt US TIPS Full Discr | 7.15 | 6.81 |
| Inflation-Protected Bond | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO Real Ret Asset Long Duration | 11.52 | 10.93 |
| PIMCO Real Return for Managed Accounts | 8.54 | 6.90 |
| PIMCO Real Return Full Authority | 8.38 | 7.83 |
| Hartford Inv Mgt TIPS – Asset Class | 7.81 | 7.60 |
| FFTW Inflation Linked Bonds U.S. | 7.75 | 7.51 |
| Franklin Templeton US TIPS | 7.42 | 7.29 |
| American Century US Inflation-Adjust Bd | 7.34 | 6.80 |
| Standish US TIPS | 7.29 | 7.19 |
| BlackRock TIPS PLUS | 7.28 | 6.95 |
| Delaware - Inflation Protected Bond | 7.28 | 6.80 |
| Stable Value | 1 year gross return | 1 year net return |
|---|---|---|
| Fiduciary Capital Mgt FCM/GIC Stable Val | 2.96 | 2.72 |
| IBEW NECA Stable Value Trust Premier Cl | 2.88 | 0.00 |
| T. Rowe Price Stable Val Comp | 2.81 | 2.55 |
| Galliard Stable Value Composite | 2.73 | 2.32 |
| BMO Employee Benefit Stable Principal Fd | 2.62 | 2.21 |
| Invesco Stable Value | 2.35 | 2.15 |
| JPMorgan US FI Stable Value (NY) | 2.29 | 2.17 |
| RiverSource Trust Stable Capital Fd D | 2.27 | 1.81 |
| Columbia Stable Value – Government Strat | 2.18 | 1.98 |
| Columbia Stable Value – Inv Grade Strat | 1.93 | 1.72 |
| Stable Value | 5 year gross return | 5 year net return |
|---|---|---|
| T. Rowe Price Stable Val Comp | 3.96 | 3.76 |
| Fiduciary Capital Mgt FCM/GIC Stable Val | 3.90 | 3.67 |
| Galliard Stable Value Composite | 3.65 | 3.08 |
| IBEW NECA Stable Value Trust Premier Cl | 3.57 | 0.00 |
| Invesco Stable Value | 3.53 | 3.33 |
| Columbia Stable Value – Government Strat | 3.39 | 3.18 |
| BMO Employee Benefit Stable Principal Fd | 3.04 | 2.63 |
| Columbia Stable Value – Inv Grade Strat | 2.97 | 2.74 |
| JPMorgan US FI Stable Value (NY) | 2.84 | 2.69 |
| SMA Stable Value Fund | 2.72 | 2.72 |
| Convertibles | 1 year gross return | 1 year net return |
|---|---|---|
| Cohen & Steers Preferred Securities | 23.24 | 22.23 |
| Camden Long Only Convertible Composite | 16.68 | 16.08 |
| ClearBridge U.S. Convertibles | 15.40 | 14.72 |
| PENN Capital Mgt Convertible Securities | 15.19 | 14.34 |
| Delaware - Convertibles | 14.95 | 14.44 |
| Invesco Convertible Securities | 14.79 | 14.05 |
| Oaktree U.S. Convertibles | 14.75 | 14.19 |
| Zazove Global Convertibles | 14.27 | 13.15 |
| Putnam HY Convertible Managed Acct | 13.96 | 13.96 |
| Gabelli Asset Mgt Convert | 13.87 | 12.90 |
| Convertibles | 5 year gross return | 5 year net return |
|---|---|---|
| Cohen & Steers Preferred Securities | 10.92 | 10.40 |
| PENN Capital Mgt Convertible Securities | 9.84 | 8.14 |
| Oaktree High Income Convertibles | 9.71 | 9.16 |
| Wellesley Invstm Convertibles SA | 8.94 | 8.14 |
| Shenkman Capital Mgt Convertible Comp | 8.36 | 7.55 |
| Zazove Global Convertibles | 7.54 | 6.47 |
| ClearBridge U.S. Convertibles | 7.36 | 6.72 |
| Nicholas Inv - Convertibles | 7.28 | 6.47 |
| Invesco Convertible Securities | 6.70 | 5.93 |
| Delaware - Convertibles | 6.58 | 5.96 |
| Emerging Markets Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Logan Circle Emerging Markets Debt | 27.43 | 26.67 |
| Brandywine Global Emerging Markets Debt | 27.26 | 26.40 |
| GMO Emerging Country Debt Strategy | 27.22 | 26.26 |
| Ashmore Emerg Mkts Corp Dbt (Broad) Comp | 24.12 | 22.73 |
| Stone Harbor EMD Total Return | 23.95 | 22.85 |
| Prudential Fixed Inc Emerging Mkts Debt | 23.68 | 22.81 |
| TCW Emerging Markets Fixed Income | 23.61 | 22.92 |
| Acadian Emerging Markets Debt | 22.94 | 22.23 |
| SeaCrest Inv Mgmt Emer Mkt Debt | 22.67 | 22.67 |
| Invesco Emerging Market Corporate Bond | 22.58 | 21.80 |
| Emerging Markets Bond | 5 year gross return | 5 year net return |
|---|---|---|
| TCW Emerging Markets Fixed Income | 15.27 | 14.56 |
| Logan Circle Emerging Markets Debt | 14.99 | 14.33 |
| DCM - Emerging Markets Debt | 13.21 | 12.54 |
| Wellington Emerging Markets Debt | 13.21 | 12.55 |
| Ashmore Emerg Mkts Corp Dbt (Broad) Comp | 13.16 | 11.88 |
| Columbia Emerging Markets Fixed Income | 12.76 | 11.85 |
| AEGON Emerging Markets - Glb Diversified | 12.58 | 12.19 |
| Stone Harbor EMD Total Return | 12.19 | 11.59 |
| Pyramis Emerging Market Debt Composite | 12.16 | 11.44 |
| AllianceBernstein Emerging Markets Debt | 12.14 | 11.43 |
| World Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| UBS Global Frontier Portfolio | 20.52 | 19.35 |
| Niemann Dynamic Sector | 19.17 | 17.30 |
| GEAM Global Select Equity | 19.04 | 18.22 |
| Baillie Gifford Overseas Global Alpha | 18.70 | 17.93 |
| Loring Ward Global Equity DFA | 18.04 | 17.74 |
| Loring Ward Global Equity DFA TM | 17.79 | 17.50 |
| Loring Ward Global Equity DFA SRI | 17.38 | 17.10 |
| Parametric Tax Mngd Core MSCI EAFE + CAN | 17.08 | 16.53 |
| JP Morgan Global Focus | 17.01 | 16.14 |
| ICON Global Growth Portfolio | 16.97 | 15.37 |
| World Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| TTM Momentum Growth Strategy | 12.34 | 11.85 |
| TTM All Weather Strategy | 12.03 | 11.45 |
| TTM Institutional Growth Strategy | 9.93 | 9.45 |
| TTM Market Masters Strategy | 9.54 | 9.54 |
| Innealta Country Rotation Model | 9.14 | 6.93 |
| PIMCO All Asset Strategy | 7.86 | 6.87 |
| TTM Endowment Strategy | 7.78 | 7.78 |
| IVA Diversified Global | 7.14 | 6.17 |
| PanAgora Risk Parity Multi Asset Plus | 6.63 | 5.27 |
| Metropolitan Tactical Growth | 6.02 | 3.17 |
| Conservative Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| Parametric Enhanced Income | 18.68 | 18.24 |
| NWQ Flexible Income | 18.23 | 17.48 |
| Parametric Tax-Adv Enhanced Income | 18.06 | 17.62 |
| MIS Conservative Strategy - Tax Def-NFS | 15.71 | 12.76 |
| Innealta Tac ETF Risk-Based Opp Consvt | 14.72 | 12.23 |
| Morningstar Balanced - Advisor Group WMP | 14.60 | 14.32 |
| Morningstar Income - Advisor Group WMP | 14.53 | 14.25 |
| Potomac Income Plus | 13.93 | 11.12 |
| Kingfisher Global Tactical Conservative | 13.82 | 13.26 |
| HMSA Growth and Income Portfolio | 13.81 | 13.39 |
| Conservative Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Clark Navigator MultiStrategy 25-75(SAI) | 12.65 | 10.74 |
| IWM Income Model | 11.89 | 11.88 |
| PageOne SIP Plus | 10.81 | 8.95 |
| Innealta Sector Rotation Core Model | 9.47 | 7.22 |
| Clark Navigator MultiStrategy 50-50(SAI) | 9.36 | 7.61 |
| BCM Moderate Growth Premium | 8.96 | 7.20 |
| AMP Income Generating | 7.93 | 7.39 |
| SFS Proactive Conservative Growth | 7.92 | 7.27 |
| BCM Moderate Growth | 7.92 | 6.17 |
| SFS Proactive Income Strategies | 7.71 | 7.07 |
| Moderate Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| Brandywine Domestic Balanced | 29.22 | 27.96 |
| Advisors Asset Mgt Tactical Income | 20.40 | 19.52 |
| Innealta Tac ETF Risk-Based Opp Growth | 19.34 | 17.00 |
| Johnson Institutional Mgt Enhanced Index | 18.44 | 18.15 |
| Ferguson Wellman Cap Mgt Bal | 18.38 | 17.40 |
| Innealta Tac ETF Risk-Based Opp Mod | 17.98 | 15.77 |
| SFS Quant Phase 5 Standard | 17.85 | 17.15 |
| SFS Quant Phase 4 Standard | 16.81 | 16.12 |
| SFS Proactive Global Strategies | 16.72 | 16.04 |
| BTS Strat Asst Allc Gr & Inc Portfolio | 16.66 | 14.12 |
| Moderate Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| CMG Opportunistic All Asset Strategy | 18.17 | 15.30 |
| Good Harbor U.S. Tactical Core | 16.30 | 15.02 |
| Clark Navigator Glbl Bal ETF 20-80 Hdgd | 11.89 | 11.75 |
| IWM Moderate Growth | 10.75 | 10.74 |
| IWM Moderate | 10.21 | 10.20 |
| BCM Growth Premium | 9.97 | 8.19 |
| IWM Conservative Growth | 9.73 | 9.72 |
| IWM Conservative | 9.53 | 9.52 |
| Weatherstone Income Plus | 9.52 | 7.41 |
| BCM Growth | 9.37 | 7.60 |
| Target Date 2000-2010 | 1 year gross return | 1 year net return |
|---|---|---|
| JPMorgan Commingled Pension Sr2010 C Cl | 11.67 | 11.22 |
| JPMCB SmartRetiremt Passive Blend Income | 11.60 | 11.30 |
| JPMorgan Commingled Pension Sr Inc C Cl | 11.54 | 11.10 |
| Principal Trust Target 2010 I | 11.23 | 11.19 |
| Principal Trust Target 2010 I10 | 11.23 | 11.01 |
| Principal Trust Target 2010 I25 | 11.23 | 10.76 |
| Principal Trust Target 2010 Fund R6 | 11.23 | 10.55 |
| Principal Trust Target 2010 Fund R5 | 11.23 | 10.45 |
| Principal Trust Target 2010 Fund R4 | 11.23 | 10.41 |
| Principal Trust Target 2010 Fund R3 | 11.23 | 10.19 |
| Target Date 2000-2010 | 5 year gross return | 5 year net return |
|---|---|---|
| JPMorgan Commingled Pension Sr Inc C Cl | 5.08 | 4.65 |
| JPMorgan Commingled Pension Sr2010 C Cl | 4.48 | 4.06 |
| JPMCB SmartRetiremt Passive Blend Income | 0.00 | 0.00 |
| Principal Trust Target 2010 I | 0.00 | 0.00 |
| SSgA Target Retirement 2010 NL Ser A | 0.00 | 5.02 |
| JPMCB SmartRetirement 2010 Fund-C20 | 0.00 | 0.00 |
| SSgA Target Retirement 2010 SL Fd Cl II | 0.00 | 4.92 |
| Principal Trust Target 2010 I10 | 0.00 | 0.00 |
| SSgA Target Retirement 2010 NL Ser C | 0.00 | 5.01 |
| JPMCB SmrtRetirmt Pasv Blnd 2010-C | 0.00 | 0.00 |
| Target Date 2011-2015 | 1 year gross return | 1 year net return |
|---|---|---|
| JPMorgan Commingled Pension Sr2015 C Cl | 13.53 | 12.95 |
| Schwab Managed Retirement Tr Fd 2015 IV | 12.31 | 11.89 |
| Principal Trust Target 2015 I | 12.11 | 11.95 |
| Principal Trust Target 2015 I10 | 12.11 | 11.95 |
| Principal Trust Target 2015 I25 | 12.11 | 11.88 |
| Principal Trust Target 2015 Fund R6 | 12.11 | 11.82 |
| Principal Trust Target 2015 Fund R5 | 12.11 | 11.65 |
| Principal Trust Target 2015 Fund R4 | 12.11 | 11.49 |
| Principal Trust Target 2015 Fund R3 | 12.11 | 11.30 |
| Principal Trust Target 2015 Fund R2 | 12.11 | 11.14 |
| Target Date 2011-2015 | 5 year gross return | 5 year net return |
|---|---|---|
| JPMorgan Commingled Pension Sr2015 C Cl | 4.54 | 3.98 |
| Meeder Age-based 60-62 | 2.54 | 2.54 |
| JPMCB SmartRetirement 2015 Fund-C20 | 0.00 | 0.00 |
| JPMCB SmrtRetirmt Pasv Blnd 2015-C | 0.00 | 0.00 |
| SSgA Target Retirement 2015 NL Ser A | 0.00 | 4.85 |
| SSgA Target Retirement 2015 SL Fd Cl II | 0.00 | 4.73 |
| SSgA Target Retirement 2015 NL Ser C | 0.00 | 4.79 |
| SSgA Target Retirement 2015 SL Fd Cl III | 0.00 | 4.47 |
| SSgA Target Retirement 2015 NL Ser D | 0.00 | 4.45 |
| SSgA Target Retirement 2015 SL Ser VI | 0.00 | 4.45 |
| Target Date 2016-2020 | 1 year gross return | 1 year net return |
|---|---|---|
| JPMorgan Commingled Pension Sr2020 C Cl | 15.08 | 14.41 |
| Schwab Managed Retirement Tr Fd 2020 IV | 13.82 | 13.30 |
| Principal Trust Target 2020 I | 13.12 | 13.10 |
| Principal Trust Target 2020 I10 | 13.12 | 12.90 |
| Principal Trust Target 2020 Fund R6 | 13.12 | 12.58 |
| Principal Trust Target 2020 I25 | 13.12 | 12.55 |
| Principal Trust Target 2020 Fund R5 | 13.12 | 12.54 |
| Principal Trust Target 2020 Fund R4 | 13.12 | 12.51 |
| Principal Trust Target 2020 Fund R3 | 13.12 | 12.34 |
| Principal Trust Target 2020 Fund R2 | 13.12 | 12.23 |
| Target Date 2016-2020 | 5 year gross return | 5 year net return |
|---|---|---|
| JPMorgan Commingled Pension Sr2020 C Cl | 4.18 | 3.56 |
| Meeder Age-based 55-59 | 1.95 | 1.95 |
| JPMCB SmartRetirement 2020 Fund-C20 | 0.00 | 0.00 |
| JPMCB SmrtRetirmt Pasv Blnd 2020-C | 0.00 | 0.00 |
| SSgA Target Retirement 2020 NL Ser A | 0.00 | 4.44 |
| SSgA Target Retirement 2020 SL Fd Cl II | 0.00 | 4.36 |
| SSgA Target Retirement 2020 NL Ser C | 0.00 | 4.43 |
| SSgA Target Retirement 2020 SL Fd Cl III | 0.00 | 4.10 |
| SSgA Target Retirement 2020 NL Ser D | 0.00 | 4.08 |
| SSgA Target Retirement 2020 SL Ser VI | 0.00 | 4.08 |
| Target Date 2021-2025 | 1 year gross return | 1 year net return |
|---|---|---|
| JPMorgan Commingled Pension Sr2025 C Cl | 16.22 | 15.49 |
| Schwab Managed Retirement Tr Fd 2025 IV | 14.86 | 14.30 |
| JPMCB SmartRetiremt Passive Blend 2020 | 14.27 | 13.96 |
| Principal Trust Target 2025 I | 14.11 | 14.07 |
| Principal Trust Target 2025 I10 | 14.11 | 13.81 |
| Principal Trust Target 2025 I25 | 14.11 | 13.52 |
| Principal Trust Target 2025 Fund R6 | 14.11 | 13.34 |
| Principal Trust Target 2025 Fund R5 | 14.11 | 13.25 |
| Principal Trust Target 2025 Fund R4 | 14.11 | 13.09 |
| Principal Trust Target 2025 Fund R3 | 14.11 | 12.68 |
| Target Date 2021-2025 | 5 year gross return | 5 year net return |
|---|---|---|
| JPMorgan Commingled Pension Sr2025 C Cl | 3.99 | 3.32 |
| Meeder Age-based 50-54 | 1.39 | 1.39 |
| JPMCB SmartRetirement 2025 Fund-C20 | 0.00 | 0.00 |
| JPMCB SmrtRetirmt Pasv Blnd 2025-C | 0.00 | 0.00 |
| SSgA Target Retirement 2025 NL Ser A | 0.00 | 3.97 |
| SSgA Target Retirement 2025 SL Fd Cl II | 0.00 | 3.85 |
| Schwab Managed Retirement Tr Fd 2025 IV | 0.00 | 1.98 |
| SSgA Target Retirement 2025 NL Ser C | 0.00 | 3.90 |
| Principal Trust Target 2025 I | 0.00 | 0.00 |
| SSgA Target Retirement 2025 SL Fd Cl III | 0.00 | 3.59 |
| Target Date 2026-2030 | 1 year gross return | 1 year net return |
|---|---|---|
| JPMorgan Commingled Pension Sr2030 C Cl | 17.33 | 16.53 |
| JPMCB SmartRetiremt Passive Blend 2030 | 16.08 | 15.77 |
| Schwab Managed Retirement Tr Fd 2030 IV | 15.74 | 15.20 |
| JPMCB SmartRetiremt Passive Blend 2025 | 15.37 | 15.06 |
| Principal Trust Target 2030 I | 14.28 | 14.27 |
| Principal Trust Target 2030 I10 | 14.28 | 14.26 |
| Principal Trust Target 2030 I25 | 14.28 | 14.08 |
| Principal Trust Target 2030 Fund R6 | 14.28 | 13.99 |
| Principal Trust Target 2030 Fund R5 | 14.28 | 13.78 |
| Principal Trust Target 2030 Fund R4 | 14.28 | 13.69 |
| Target Date 2026-2030 | 5 year gross return | 5 year net return |
|---|---|---|
| JPMorgan Commingled Pension Sr2030 C Cl | 3.04 | 2.31 |
| Meeder Age-based 45-49 | 0.79 | 0.79 |
| JPMCB SmartRetirement 2030 Fund-C20 | 0.00 | 0.00 |
| JPMCB SmrtRetirmt Pasv Blnd 2030-C | 0.00 | 0.00 |
| JPMCB SmartRetiremt Passive Blend 2030 | 0.00 | 0.00 |
| Schwab Managed Retirement Tr Fd 2030 IV | 0.00 | 1.54 |
| JPMCB SmartRetiremt Passive Blend 2025 | 0.00 | 0.00 |
| SSgA Target Retirement 2030 NL Ser A | 0.00 | 3.43 |
| SSgA Target Retirement 2030 SL Fd Cl II | 0.00 | 3.36 |
| SSgA Target Retirement 2030 NL Ser C | 0.00 | 3.39 |
| Target Date 2031-2035 | 1 year gross return | 1 year net return |
|---|---|---|
| JPMorgan Commingled Pension Sr2035 C Cl | 18.10 | 17.24 |
| Schwab Managed Retirement Tr Fd 2035 IV | 16.47 | 15.92 |
| Principal Trust Target 2035 I | 14.91 | 14.88 |
| Principal Trust Target 2035 I10 | 14.91 | 14.74 |
| Principal Trust Target 2035 I25 | 14.91 | 14.56 |
| Principal Trust Target 2035 Fund R5 | 14.91 | 14.48 |
| Principal Trust Target 2035 Fund R6 | 14.91 | 14.47 |
| Principal Trust Target 2035 Fund R4 | 14.91 | 14.29 |
| Principal Trust Target 2035 Fund R3 | 14.91 | 14.03 |
| Principal Trust Target 2035 Fund R2 | 14.91 | 13.96 |
| Target Date 2031-2035 | 5 year gross return | 5 year net return |
|---|---|---|
| JPMorgan Commingled Pension Sr2035 C Cl | 3.10 | 2.33 |
| Meeder Age-based 44 and under | 0.44 | 0.44 |
| JPMCB SmartRetirement 2035 Fund-C20 | 0.00 | 0.00 |
| JPMCB SmrtRetirmt Pasv Blnd 2035-C | 0.00 | 0.00 |
| Schwab Managed Retirement Tr Fd 2035 IV | 0.00 | 1.48 |
| SSgA Target Retirement 2035 NL Ser A | 0.00 | 2.82 |
| SSgA Target Retirement 2035 SL Fd Cl II | 0.00 | 2.71 |
| SSgA Target Retirement 2035 NL Ser C | 0.00 | 2.71 |
| SSgA Target Retirement 2035 SL Fd Cl III | 0.00 | 2.46 |
| SSgA Target Retirement 2035 NL Ser D | 0.00 | 2.46 |
| Target Date 2036-2040 | 1 year gross return | 1 year net return |
|---|---|---|
| JPMorgan Commingled Pension Sr2040 C Cl | 18.32 | 17.45 |
| Schwab Managed Retirement Tr Fd 2040 IV | 16.94 | 16.40 |
| JPMCB SmartRetiremt Passive Blend 2040 | 16.75 | 16.43 |
| JPMCB SmartRetiremt Passive Blend 2035 | 16.73 | 16.41 |
| Principal Trust Target 2040 I | 15.48 | 15.44 |
| Principal Trust Target 2040 I10 | 15.48 | 15.25 |
| Principal Trust Target 2040 I25 | 15.48 | 15.20 |
| Principal Trust Target 2040 Fund R6 | 15.48 | 14.92 |
| Principal Trust Target 2040 Fund R5 | 15.48 | 14.88 |
| Principal Trust Target 2040 Fund R4 | 15.48 | 14.85 |
| Target Date 2036-2040 | 5 year gross return | 5 year net return |
|---|---|---|
| JPMorgan Commingled Pension Sr2040 C Cl | 2.88 | 2.07 |
| JPMCB SmartRetirement 2040 Fund-C20 | 0.00 | 0.00 |
| JPMCB SmrtRetirmt Pasv Blnd 2040-C | 0.00 | 0.00 |
| JPMCB SmartRetiremt Passive Blend 2040 | 0.00 | 0.00 |
| JPMCB SmartRetiremt Passive Blend 2035 | 0.00 | 0.00 |
| Schwab Managed Retirement Tr Fd 2040 IV | 0.00 | 1.10 |
| SSgA Target Retirement 2040 NL Ser A | 0.00 | 2.65 |
| SSgA Target Retirement 2040 SL Fd Cl II | 0.00 | 2.59 |
| SSgA Target Retirement 2040 NL Ser C | 0.00 | 2.59 |
| SSgA Target Retirement 2040 SL Fd Cl III | 0.00 | 2.34 |
| Target Date 2041-2045 | 1 year gross return | 1 year net return |
|---|---|---|
| JPMorgan Commingled Pension Sr2045 C Cl | 18.34 | 17.47 |
| Schwab Managed Retirement Tr Fd 2045 IV | 17.34 | 16.80 |
| JPMCB SmartRetiremt Passive Blend 2045 | 16.90 | 16.58 |
| Principal Trust Target 2045 I | 15.91 | 15.81 |
| Principal Trust Target 2045 I10 | 15.91 | 15.77 |
| Principal Trust Target 2045 I25 | 15.91 | 15.51 |
| Principal Trust Target 2045 Fund R6 | 15.91 | 15.30 |
| Principal Trust Target 2045 Fund R5 | 15.91 | 15.29 |
| Principal Trust Target 2045 Fund R4 | 15.91 | 15.18 |
| Principal Trust Target 2045 Fund R3 | 15.91 | 14.78 |
| Target Date 2041-2045 | 5 year gross return | 5 year net return |
|---|---|---|
| JPMorgan Commingled Pension Sr2045 C Cl | 2.94 | 2.17 |
| JPMCB SmartRetirement 2045 Fund-C20 | 0.00 | 0.00 |
| Schwab Managed Retirement Tr Fd 2045 IV | 0.00 | 1.24 |
| JPMCB SmartRetiremt Passive Blend 2045 | 0.00 | 0.00 |
| JPMCB SmrtRetirmt Pasv Blnd 2045-C | 0.00 | 0.00 |
| SSgA Target Retirement 2045 NL Ser A | 0.00 | 2.74 |
| SSgA Target Retirement 2045 SL Fd Cl II | 0.00 | 2.63 |
| SSgA Target Retirement 2045 NL Ser C | 0.00 | 2.61 |
| Principal Trust Target 2045 I | 0.00 | 0.00 |
| Principal Trust Target 2045 I10 | 0.00 | 0.00 |
| Retirement Income | 1 year gross return | 1 year net return |
|---|---|---|
| The Windham Multi-Asset Income Portfolio | 13.58 | 13.03 |
| Palladiem Sustainable Income Strategy | 10.23 | 9.95 |
| Schwab Managed Retirement Tr Fd Inc IV | 9.16 | 8.67 |
| TAG Tactical Income | 8.95 | 8.04 |
| Ladenburg LAMP Specialty Enhanced Income | 8.44 | 7.02 |
| Principal Trust Income I | 8.10 | 8.05 |
| Principal Trust Income I10 | 8.10 | 7.99 |
| Principal Trust Income I25 | 8.10 | 7.77 |
| Principal Trust Income Fund R6 | 8.10 | 7.60 |
| Principal Trust Income Fund R5 | 8.10 | 7.48 |
| Retirement Income | 5 year gross return | 5 year net return |
|---|---|---|
| Ladenburg LAMP Specialty Enhanced Income | 8.07 | 7.55 |
| Ladenburg LAMP Specialty Conserv Income | 6.30 | 5.80 |
| Ladenburg LAMP ETF Income | 4.36 | 2.80 |
| Ladenburg Thalmann LAMP NTF Income | 3.05 | 1.44 |
| Ladenburg LAMP MF Income | 2.98 | 1.37 |
| Ladenburg LAMP Tax-Sensitive Income | 2.62 | 0.86 |
| The Windham Multi-Asset Income Portfolio | 0.00 | 0.00 |
| JPMCB SmartRetirement Income-C20 | 0.00 | 0.00 |
| JPMCB SmrtRetirmt Pasv Blend Income-C | 0.00 | 0.00 |
| Palladiem Sustainable Income Strategy | 0.00 | 0.00 |
