May 13, 2013 01:00 AM

Top performing managers by category: separate accounts , 1st Quarter 2013

Large Blend	1 year gross return	1 year net return
Smead Capital Appreciation	30.61	29.61
PIMCO Fundamental IndexPLUS Abs Return	27.74	26.75
PIMCO StocksPLUS Long Duration	26.24	25.62
Lazard Intl Strategic Eq (ACW ex-U.S.)	24.23	23.47
Analytic Investors US Low Volatility	23.42	23.17
Janus Opportunistic Alpha MA (Retail)	22.99	19.44
Berkshire Core Equity	22.95	21.16
Wakefield Large Cap Equity	22.11	20.30
PIMCO StocksPLUS Absolute Return	21.95	21.11
Good Harbor Tactical Equity Income	21.78	19.53

Large Blend	5 year gross return	5 year net return
Good Harbor Tactical Equity Income	25.64	23.17
W.E. Donoghue Power Dividend Index	17.62	15.32
Yacktman Asset Mgt Taxable Focused Comp	16.99	16.38
PIMCO StocksPLUS Long Duration	15.31	14.74
F-Squared AlphaSector Premium Index	15.15	14.47
PIMCO Fundamental IndexPLUS Abs Return	14.91	14.01
Yacktman Asset Mgt Tax-ex Divers Comp	13.57	12.74
Oak Associates All Cap Core Growth	13.10	12.27
F-Squared AlphaSector Rotation Index	12.53	11.86
Franchise Partners - US Equity	11.10	10.22

Mid-Cap Blend	1 year gross return	1 year net return
Horizon Spin-Off Institutional	29.08	27.79
Keeley Small Mid Cap Value SMA	26.99	25.56
Navellier Power Dividend	26.67	24.89
The London Co SMID	26.15	25.29
Lockwell Small/Mid Cap Value	24.26	23.18
Piedmont Optimized SMid Core	23.75	23.22
RS Small Cap Value	23.48	21.89
Channing Capital Mid-Cap Value	22.74	22.23
Bernzott Capital Small Cap Equity	22.42	21.63
Iridian Private Business Value Mid-Cap	22.41	22.02

Mid-Cap Blend	5 year gross return	5 year net return
F-Squared AlphaSector AlphaDEX Pre Idx	18.36	17.66
NewSouth Capital Mgt NSCM SMIDCap Val Eq	14.11	13.41
Pyramis Small/Mid Cap Core Composite	13.88	13.04
Broadview All Cap Equity	13.49	12.26
Hahn Capital Mgt HCM Md-Cap Val Eq Comp	13.13	12.05
Clarkston Capital Partners US Small Cap	13.05	12.00
Scout Mid Cap Equity	12.92	12.03
Burgundy US Small / Mid Cap Composite	12.83	11.71
Bernzott Capital Small Cap Equity	12.53	11.76
Camden Mid-Cap	12.25	11.45

Small Blend	1 year gross return	1 year net return
Keeley Inst. SMID Cap Value SMA	30.30	29.85
Keeley Inst. Small Cap Value SMA	29.62	29.06
Horizon Small Cap Institutional	27.26	25.99
Keeley Small Cap Value SMA	26.97	25.60
Cortina Small Cap Value	26.20	25.78
PIMCO StocksPLUS Small Cap Abs Return	26.14	24.85
PNC Cap Adv Structured Sm Cap Core Eq	26.03	24.92
LMG Growth & Value	25.87	24.76
Allianz US Systematic Small Cap	25.84	24.79
Thomson Horstmann & Bryant Micro Cap	25.78	24.29

Small Blend	5 year gross return	5 year net return
12th Street Asset Opportunity	24.79	23.63
NewSouth Capital Mgt NSCM Sm Cap Val Eq	17.13	16.30
PIMCO StocksPLUS Small Cap Abs Return	15.76	14.76
Tieton Small Cap Value	15.70	14.71
Granite Small Cap Core Equity Composite	15.54	14.41
The Boston Small Cap Oprtnstc Val Eq Mgt	15.28	14.14
The Boston SMID Cap Opportunistic Value	15.05	14.00
SouthernSun Small Cap	14.80	13.81
Burgundy US Small Cap Value Composite	14.66	13.48
The London Co. Small Cap	13.75	13.14

Large Growth	1 year gross return	1 year net return
HSMP Concentrated Quality Growth Eq	27.10	26.42
Groesbeck Growth	23.95	7.51
Fairpointe Focused Equity	23.53	22.28
ClearBridge Aggressive Growth	21.34	20.42
Vulcan Value Partners Large Cap Value	20.78	20.00
Kinetics All-Cap Equity	20.70	18.99
ClearBridge Multi Cap Growth ESG	20.27	16.79
ClearBridge Multi Cap Growth ESG SMA	20.27	16.79
Congress Asset Mgt All Cap Opportunity	20.23	19.29
TCW Pluris	20.20	18.98

Large Growth	5 year gross return	5 year net return
Vulcan Value Partners Large Cap Value	13.93	12.96
Wedgewood Concentrated Lg-Cap Gr	13.43	12.63
ClearBridge Multi Cap Growth ESG	13.25	9.98
ClearBridge Multi Cap Growth ESG SMA	13.25	9.98
Heritage All Cap Growth Equity	13.15	12.26
S&P Competitive Advantage	13.12	12.84
Sands Select Growth Equity	12.91	12.30
Loomis Sayles All Cap Growth	12.03	11.52
HSMP Concentrated Quality Growth Eq	11.99	11.35
Delaware All Cap Gr Eq	11.83	11.02

Mid-Cap Growth	1 year gross return	1 year net return
Niemann Dynamic	27.13	24.89
RS Concentrated All-Cap Value	24.13	22.96
Portfolio Resources High Impact Solu G&I	23.32	22.71
Baron Small-Cap Growth Strategy	23.19	22.03
Riverbridge Eco Leaders Portfolio	21.44	19.66
PGI Mid-Cap Equity	20.88	20.34
Riverbridge SMID Growth	20.29	19.38
PGI SMA Mid-Cap Equity	20.17	16.66
DF Dent Mid Cap Growth	20.06	19.45
Essex Inv Mgt Small/Mid Cap Gr	19.98	18.69

Mid-Cap Growth	5 year gross return	5 year net return
Delaware - Smid-Cap Growth-Focus	16.44	15.63
QCM Mid Cap Growth	14.85	13.53
Riverbridge SMID Growth	14.53	13.59
Kayne Anderson Rud Inv Mgt SMid Cp Val	14.42	13.39
Alliance US SMID Cap Growth	13.45	12.39
Atlanta High Quality SMID Cap Wrap	13.25	9.97
Atlanta High Quality Smid Cap	13.24	12.35
Pinnacle Concentrated SMID	13.18	12.06
RS Small/ Mid Growth Composite	12.91	11.27
Brown Capital Mgt Md-Cap Gr	12.36	11.77

Small Growth	1 year gross return	1 year net return
AMI Small Cap Growth Composite	32.69	30.75
Investment Management of Virginia Opport	29.96	29.33
Bares Capital Mgt Small-Cap	28.95	27.37
Granahan Inv Mgt - Sm Cap Focused Grth	27.04	26.01
Kayne Anderson Rudnick Sm Cp Qual Selcet	26.99	25.44
Allianz US Ultra Micro Cap	26.04	24.70
Mazama Emerging Small Cap Growth	24.88	23.99
PNC Cap Adv Small Cap Equity	24.68	23.57
Copeland Small Cap Dividend Growth	24.34	23.52
Kopp AccruHealth	23.96	22.61

Small Growth	5 year gross return	5 year net return
12th Street Small Cap Value	30.96	29.70
Allianz US Ultra Micro Cap	19.74	18.18
Kayne Anderson Rudnick Sm Cp Qual Selcet	19.18	17.71
Bares Capital Mgt Small-Cap	17.67	16.23
Bares Capital Mgt Micro-Cap Eq	17.53	16.09
Kennedy Small Cap Fundamental Growth	17.31	16.19
Granahan Inv Mgt - Sm Cap Focused Grth	17.07	15.98
Missouri Valley Sm-Cap Gr	16.73	15.62
Brown Capital Small Co. Invstmnt Service	16.62	15.52
T. Rowe Price US Small-Cap Growth Equity	16.48	15.62

Large Value	1 year gross return	1 year net return
Bridgeway Large Cap Value	23.81	23.26
Ranger Global Income & Growth	22.83	21.63
NorthPointe Large Cap Value	22.64	22.07
Brandes U.S. Value Equity	22.51	21.64
S&P Intrinsic Value	22.50	22.19
TCW Relative Value Dividend Focused	22.43	21.58
RIM High Income Dividend Yield Portfolio	22.37	22.37
Berkshire Dividend Strategy	22.18	19.98
INTECH U.S. Broad Large Cap Value	21.63	21.15
S&P 4	21.41	21.11

Large Value	5 year gross return	5 year net return
S&P Intrinsic Value	14.74	14.46
Brookmont Capital Dividend Equity	13.50	12.30
S&P 4	13.46	13.18
S&P Dividend Income & Growth	13.36	13.08
RIM High Income Dividend Yield Portfolio	13.15	13.15
ACR EQR Equity Quality Return	12.44	11.61
Oâ€™Shaughnessy Market Leaders Value	11.71	9.83
Lazard U.S. Equity Concentrated	11.47	10.96
Gries Logix Industry Relative Yield Str	11.24	10.15
Ranger Global Income & Growth	10.95	9.83

Mid-Cap Value	1 year gross return	1 year net return
Brandes U.S. Mid-Cap Value Equity	30.14	28.81
NB Rachlin Income Plus (PAM)	28.85	28.81
Triad Investment Mngt Equity	28.03	26.30
Frantzen Growth & Income	27.48	25.63
Federated Clover Mid Cap Value	27.06	25.85
Hotchkis & Wiley Md-Cap Val	26.63	25.77
WEDGE Mid-Cap Value	25.81	24.93
Texas First Select Value	25.62	23.78
Hotchkis & Wiley Value Opp Strgy	25.07	24.15
Special Mid Cap Value Equity	24.68	23.64

Mid-Cap Value	5 year gross return	5 year net return
NB Rachlin Income Plus (PAM)	18.26	17.11
Hotchkis & Wiley Value Opp Strgy	16.04	15.18
SouthernSun SMID Cap Composite	15.67	15.09
Hotchkis & Wiley Md-Cap Val	14.67	13.89
Texas First Select Value	14.39	12.74
Dean Inv Mid-Cap Value	13.18	12.17
Lee Munder Capital Group Mid-Cap Value	12.93	12.06
Robeco BP Mid-Cap Value Equity	12.70	11.91
Ceredex Mid Cap Value Equity	12.56	11.63
WCM Inv Mgt Smid-Cap Value	12.07	12.07

Small Value	1 year gross return	1 year net return
Cooke & Bieler Small Cap Value Equity	33.59	32.29
Donald Smith & Co. Micro Cap Val Eq	29.49	27.89
Vulcan Value Partners Small Cap Stra	29.24	28.22
Brandes U.S. Small Cap Value Equity	28.38	27.09
GW Capital Small Cap Value	28.03	27.11
Brown Advisory Small-Cap Value	26.69	25.90
Bridgeway Small Cap Value	26.13	25.46
Hotchkis & Wiley Sm-Cap Val	26.11	25.30
Robotti Value Equity	24.63	8.41
Ariel Micro-Cap Value Composite	24.61	23.09

Small Value	5 year gross return	5 year net return
Winslow Asset Mgt Small-Cap Core Equity	17.25	16.55
Vulcan Value Partners Small Cap Stra	16.65	15.41
Piermont Small Cap Value Composite	16.05	15.01
PENN Capital Micro Cap Equity	15.07	14.33
Snow Capital Mgt Small Cap Value Eq	14.49	13.39
Ariel Micro-Cap Value Composite	14.34	12.86
Pacific Ridge Capital Ptnrs Micro Cp Val	14.11	12.47
Skyline Asset Mgt Small Cap Value	13.66	12.73
Edge SMA SMID Cap Divi Inc without MLP's	13.60	12.63
Edge SMA SMID Cap Div Inc with MLP's	13.47	12.51

Bear Market	1 year gross return	1 year net return
Optimus Global Advantage All Asset	8.38	7.84
Optimus Global Advantage Plus	-2.68	-3.17
Optimus Advantage Plus	-3.38	-3.86
Federated Alternative Bear Equity Comp	-12.33	-13.64
Leuthold AdvantHedge	-16.66	-18.15

Bear Market	5 year gross return	5 year net return
Federated Alternative Bear Equity Comp	-7.91	-9.22
Leuthold AdvantHedge	-15.13	-16.55
Optimus Global Advantage All Asset	0.00	0.00
Optimus Global Advantage Plus	0.00	0.00
Optimus Advantage Plus	0.00	0.00

Financial	1 year gross return	1 year net return
Fenimore Banking Composite	23.21	22.07
RevenueShares VTL Financial Index	20.60	20.00
Artisan Non-U.S. Growth SA	16.52	15.46
Stonebridge NRA Preferred Securities	11.22	10.79
Stonebridge Modified Taxable Pref Secs	10.28	9.96
Transamerica I-Series GTA Conservative	4.61	3.35

Financial	5 year gross return	5 year net return
Artisan Non-U.S. Growth SA	3.09	2.12
Fenimore Banking Composite	0.00	0.00
RevenueShares VTL Financial Index	0.00	0.00
Stonebridge NRA Preferred Securities	0.00	0.00
Stonebridge Modified Taxable Pref Secs	0.00	0.00
Transamerica I-Series GTA Conservative	0.00	0.00

Health	1 year gross return	1 year net return
Financial Trust Health Value	34.33	32.63
Essex Global Life Sciences	11.47	10.33

Health	5 year gross return	5 year net return
Essex Global Life Sciences	12.00	10.89
Financial Trust Health Value	11.17	9.78

Natural Resources	1 year gross return	1 year net return
Zacks MLP Strategy	25.86	24.94
RS Global Natural Resources	8.87	7.45
IS - Beta Source	7.22	5.81
Boston Global Natural Resources Equity	2.64	1.83
Wellington Global Natural Resources	-0.42	-1.42
Sandhill Hard Asset	-2.96	-3.92
Goldman Sachs Commodities Enh Idx	-5.27	-5.61
Investec Global Natural Res Composite	-7.91	-8.68
Newgate Global Resources SMA Retail	-9.83	-10.72
Newgate Global Resources	-10.30	-10.76

Natural Resources	5 year gross return	5 year net return
Zacks MLP Strategy	19.37	18.48
RS Global Natural Resources	2.27	0.83
Investec Global Natural Res Composite	0.71	-2.08
Tradewinds Global Natural Resources	-1.04	-1.98
Wellington Global Natural Resources	-3.99	-4.95
Newgate Global Resources	-7.43	-8.31
Newgate Global Resources SMA Retail	-8.39	-9.34
Goldman Sachs Commodities Enh Idx	-10.07	-10.38
City of London Natural Resources	-10.74	-11.87
IS - Beta Source	0.00	0.00

Equity Precious Metals	1 year gross return	1 year net return
AIS TAAP	-3.26	-4.18
GAMCO Gold	-10.93	-11.95

Equity Precious Metals	5 year gross return	5 year net return
AIS TAAP	9.89	8.83
GAMCO Gold	0.00	0.00

Real Estate	1 year gross return	1 year net return
PGI Global REIT Income	24.87	24.20
Renaissance REITS - Wrap	22.03	18.48
Brookfield US Value Income REIT	21.54	20.80
Cohen & Steers Realty Focus	21.17	20.10
Janus Real Estate Income MA (Retail)	19.95	16.50
Chilton Capital Management REIT Strategy	19.69	18.80
Pyramis U.S. Real Estate Invest Tr	17.34	16.53
Uniplan REIT Portfolio	16.44	14.12
Wellington Real Estate Securities	15.37	14.52
Nuveen Real Estate Securities	15.24	14.44

Real Estate	5 year gross return	5 year net return
Cohen & Steers Realty Focus	16.05	15.01
Brookfield US Value Income REIT	13.49	12.84
Renaissance REITS - Wrap	13.14	9.73
Chilton Capital Management REIT Strategy	12.95	12.05
AEW U.S. Long/Short REIT Strategy	10.60	9.05
Uniplan REIT Portfolio	10.37	7.99
Neuberger Berman REIT	10.32	9.50
Urdang REIT Separate Account	9.74	9.20
Cohen & Steers Realty Income	9.56	8.99
Nuveen Real Estate Securities	9.36	8.59

Technology	1 year gross return	1 year net return
Crabtree Multi-Cap Technology	19.93	19.02
Private Capital Management Value Focus	10.20	9.37
Oak Associates Technology Portfolio	4.98	4.71
MFS Technology Equity	3.80	2.95
RS Technology Composite	-2.35	-3.86

Technology	5 year gross return	5 year net return
Private Capital Management Value Focus	10.51	9.35
RS Technology Composite	10.45	8.73
Oak Associates Technology Portfolio	9.45	8.73
MFS Technology Equity	8.85	7.97
Crabtree Multi-Cap Technology	0.00	0.00

Utilities	1 year gross return	1 year net return
HIS Top 15 Utility	28.76	27.50
Levin Capital Strategies Utilities Yield	22.65	21.46
MFS Utilities Equity	19.62	18.86
Cohen & Steers Global Infra Composite	17.88	16.42
Miller/Howard Distribution/Merging Utili	17.37	16.23
W.H. Reaves Long Term Value	16.37	15.78
Miller/Howard Utilities + Infrastructure	13.29	12.18

Utilities	5 year gross return	5 year net return
Miller/Howard Distribution/Merging Utili	9.48	8.43
MFS Utilities Equity	7.77	7.07
W.H. Reaves Long Term Value	5.62	5.08
Miller/Howard Utilities + Infrastructure	5.30	4.29
Cohen & Steers Global Infra Composite	3.97	2.48
HIS Top 15 Utility	0.00	0.00
Levin Capital Strategies Utilities Yield	0.00	0.00

Equity Energy	1 year gross return	1 year net return
CCM MLP Composite	37.45	36.57
Invesco Master Limited Partnership	32.53	31.24
Salient MLP Separate Accounts	31.63	30.54
Westwood Mgt Corp. MLP Infrastr. Renewal	30.73	29.86
EGA MLP Total Return SMA Composite	29.23	27.72
Yorkville MLP Core Income Strategy	28.93	25.99
DAC MLP Only	28.18	27.17
Cushing MLP Instl Alpha Strategy	27.93	27.15
Cushing MLP Instl Core Strategy	27.78	26.06
Tortoise Midstream MLP Separate Accounts	27.08	25.84

Equity Energy	5 year gross return	5 year net return
Invesco Master Limited Partnership	24.40	23.18
Salient MLP Separate Accounts	22.40	21.57
DAC MLP Only	20.77	19.85
Tortoise Midstream MLP Separate Accounts	20.66	19.53
Center Coast MLP SMA	20.48	19.32
CCM MLP Composite	20.30	19.42
Westwood Mgt Corp. MLP Infrastr. Renewal	19.84	19.54
EGA MLP Total Return SMA Composite	19.83	18.41
FAMCO MLP Master Ltd Partnerships	18.99	17.85
TCIA Equity Yield Focus	18.96	17.43

Aggressive Allocation	1 year gross return	1 year net return
LMG Balanced	22.11	20.86
WBI Dividend Income	18.30	16.44
ValueWorks Bal Comp	17.64	16.00
Winterset Active/Edge ETF Growth	17.09	14.76
Carson WM Perennial Growth	15.85	13.41
Dodge & Cox Balanced	15.62	15.62
SFS Proactive Tactical Opportunities	15.52	14.84
Vaughan Nelson Select	14.45	13.35
Alpha Mid-Cap Power Idx Managed Account	14.39	12.10
Columbia Trust Balanced Fund	13.99	13.99

Aggressive Allocation	5 year gross return	5 year net return
Winterset Active/Edge ETF Growth	27.65	25.04
IWM Aggressive Growth	13.24	13.23
LMG Balanced	10.21	9.01
Efficient Market 20 Plus Yrs Aggressive	9.22	8.38
WBI Dividend Income	8.94	7.11
NGAM Advisors-Inc MSA 2-75% Fixed	8.56	5.62
PageOne Investors	8.43	6.52
Horizon Focused ETF Portfolio	8.16	6.03
Texas All Cap Growth	8.01	7.67
Horizon Growth ETF Portfolio	7.60	5.49

Bank Loan	1 year gross return	1 year net return
KAM Bank Loans plus High Yield Composite	11.25	10.59
3i US Senior Loan Composite	9.74	8.84
Lord Abbett & Co. Bank Loan	9.38	8.49
Stone Harbor Leveraged Loans	9.25	8.91
Goldman Sachs LIBOR Plus	9.22	6.99
OFII Senior Floating Rate	8.95	8.43
Columbia Bank Loan Strategy	8.72	8.13
PGI Bank Loans	8.52	8.32
Franklin Templeton Bank Loans Instl	8.35	7.99
Babson U.S. Bank Loans	8.08	7.54

Bank Loan	5 year gross return	5 year net return
OFII Senior Floating Rate	7.73	7.12
Babson U.S. Bank Loans	7.61	7.07
Eaton Vance Mgt Senior Secured Floating	7.61	7.10
Pioneer Bank Loan Composite	7.42	6.35
T. Rowe Price Floating Rate Bank Loan	7.39	6.85
Columbia Bank Loan Strategy	7.09	6.51
Lord Abbett & Co. Bank Loan	6.78	6.10
Stone Harbor Leveraged Loans	6.72	6.35
Franklin Templeton Bank Loans Instl	6.30	5.94
Franklin Bank Loans Retail Composite	5.46	4.64

Small Value	1 year gross return	1 year net return
Cooke & Bieler Small Cap Value Equity	33.59	32.29
Donald Smith & Co. Micro Cap Val Eq	29.49	27.89
Vulcan Value Partners Small Cap Stra	29.24	28.22
Brandes U.S. Small Cap Value Equity	28.38	27.09
GW Capital Small Cap Value	28.03	27.11
Brown Advisory Small-Cap Value	26.69	25.90
Bridgeway Small Cap Value	26.13	25.46
Hotchkis & Wiley Sm-Cap Val	26.11	25.30
Robotti Value Equity	24.63	8.41
Ariel Micro-Cap Value Composite	24.61	23.09

Small Value	5 year gross return	5 year net return
Winslow Asset Mgt Small-Cap Core Equity	17.25	16.55
Vulcan Value Partners Small Cap Stra	16.65	15.41
Piermont Small Cap Value Composite	16.05	15.01
PENN Capital Micro Cap Equity	15.07	14.33
Snow Capital Mgt Small Cap Value Eq	14.49	13.39
Ariel Micro-Cap Value Composite	14.34	12.86
Pacific Ridge Capital Ptnrs Micro Cp Val	14.11	12.47
Skyline Asset Mgt Small Cap Value	13.66	12.73
Edge SMA SMID Cap Divi Inc without MLP's	13.60	12.63
Edge SMA SMID Cap Div Inc with MLP's	13.47	12.51

Mid-Cap Value	1 year gross return	1 year net return
Brandes U.S. Mid-Cap Value Equity	30.14	28.81
NB Rachlin Income Plus (PAM)	28.85	28.81
Triad Investment Mngt Equity	28.03	26.30
Frantzen Growth & Income	27.48	25.63
Federated Clover Mid Cap Value	27.06	25.85
Hotchkis & Wiley Md-Cap Val	26.63	25.77
WEDGE Mid-Cap Value	25.81	24.93
Texas First Select Value	25.62	23.78
Hotchkis & Wiley Value Opp Strgy	25.07	24.15
Special Mid Cap Value Equity	24.68	23.64

Mid-Cap Value	5 year gross return	5 year net return
NB Rachlin Income Plus (PAM)	18.26	17.11
Hotchkis & Wiley Value Opp Strgy	16.04	15.18
SouthernSun SMID Cap Composite	15.67	15.09
Hotchkis & Wiley Md-Cap Val	14.67	13.89
Texas First Select Value	14.39	12.74
Dean Inv Mid-Cap Value	13.18	12.17
Lee Munder Capital Group Mid-Cap Value	12.93	12.06
Robeco BP Mid-Cap Value Equity	12.70	11.91
Ceredex Mid Cap Value Equity	12.56	11.63
WCM Inv Mgt Smid-Cap Value	12.07	12.07

Large Value	1 year gross return	1 year net return
Bridgeway Large Cap Value	23.81	23.26
Ranger Global Income & Growth	22.83	21.63
NorthPointe Large Cap Value	22.64	22.07
Brandes U.S. Value Equity	22.51	21.64
S&P Intrinsic Value	22.50	22.19
TCW Relative Value Dividend Focused	22.43	21.58
RIM High Income Dividend Yield Portfolio	22.37	22.37
Berkshire Dividend Strategy	22.18	19.98
INTECH U.S. Broad Large Cap Value	21.63	21.15
S&P 4	21.41	21.11

Large Value	5 year gross return	5 year net return
S&P Intrinsic Value	14.74	14.46
Brookmont Capital Dividend Equity	13.50	12.30
S&P 4	13.46	13.18
S&P Dividend Income & Growth	13.36	13.08
RIM High Income Dividend Yield Portfolio	13.15	13.15
ACR EQR Equity Quality Return	12.44	11.61
Oâ€™Shaughnessy Market Leaders Value	11.71	9.83
Lazard U.S. Equity Concentrated	11.47	10.96
Gries Logix Industry Relative Yield Str	11.24	10.15
Ranger Global Income & Growth	10.95	9.83

Small Growth	1 year gross return	1 year net return
AMI Small Cap Growth Composite	32.69	30.75
Investment Management of Virginia Opport	29.96	29.33
Bares Capital Mgt Small-Cap	28.95	27.37
Granahan Inv Mgt - Sm Cap Focused Grth	27.04	26.01
Kayne Anderson Rudnick Sm Cp Qual Selcet	26.99	25.44
Allianz US Ultra Micro Cap	26.04	24.70
Mazama Emerging Small Cap Growth	24.88	23.99
PNC Cap Adv Small Cap Equity	24.68	23.57
Copeland Small Cap Dividend Growth	24.34	23.52
Kopp AccruHealth	23.96	22.61

Small Growth	5 year gross return	5 year net return
12th Street Small Cap Value	30.96	29.70
Allianz US Ultra Micro Cap	19.74	18.18
Kayne Anderson Rudnick Sm Cp Qual Selcet	19.18	17.71
Bares Capital Mgt Small-Cap	17.67	16.23
Bares Capital Mgt Micro-Cap Eq	17.53	16.09
Kennedy Small Cap Fundamental Growth	17.31	16.19
Granahan Inv Mgt - Sm Cap Focused Grth	17.07	15.98
Missouri Valley Sm-Cap Gr	16.73	15.62
Brown Capital Small Co. Invstmnt Service	16.62	15.52
T. Rowe Price US Small-Cap Growth Equity	16.48	15.62

Mid-Cap Growth	1 year gross return	1 year net return
Niemann Dynamic	27.13	24.89
RS Concentrated All-Cap Value	24.13	22.96
Portfolio Resources High Impact Solu G&I	23.32	22.71
Baron Small-Cap Growth Strategy	23.19	22.03
Riverbridge Eco Leaders Portfolio	21.44	19.66
PGI Mid-Cap Equity	20.88	20.34
Riverbridge SMID Growth	20.29	19.38
PGI SMA Mid-Cap Equity	20.17	16.66
DF Dent Mid Cap Growth	20.06	19.45
Essex Inv Mgt Small/Mid Cap Gr	19.98	18.69

Mid-Cap Growth	5 year gross return	5 year net return
Delaware - Smid-Cap Growth-Focus	16.44	15.63
QCM Mid Cap Growth	14.85	13.53
Riverbridge SMID Growth	14.53	13.59
Kayne Anderson Rud Inv Mgt SMid Cp Val	14.42	13.39
Alliance US SMID Cap Growth	13.45	12.39
Atlanta High Quality SMID Cap Wrap	13.25	9.97
Atlanta High Quality Smid Cap	13.24	12.35
Pinnacle Concentrated SMID	13.18	12.06
RS Small/ Mid Growth Composite	12.91	11.27
Brown Capital Mgt Md-Cap Gr	12.36	11.77

Large Growth	1 year gross return	1 year net return
HSMP Concentrated Quality Growth Eq	27.10	26.42
Groesbeck Growth	23.95	7.51
Fairpointe Focused Equity	23.53	22.28
ClearBridge Aggressive Growth	21.34	20.42
Vulcan Value Partners Large Cap Value	20.78	20.00
Kinetics All-Cap Equity	20.70	18.99
ClearBridge Multi Cap Growth ESG	20.27	16.79
ClearBridge Multi Cap Growth ESG SMA	20.27	16.79
Congress Asset Mgt All Cap Opportunity	20.23	19.29
TCW Pluris	20.20	18.98

Large Growth	5 year gross return	5 year net return
Vulcan Value Partners Large Cap Value	13.93	12.96
Wedgewood Concentrated Lg-Cap Gr	13.43	12.63
ClearBridge Multi Cap Growth ESG	13.25	9.98
ClearBridge Multi Cap Growth ESG SMA	13.25	9.98
Heritage All Cap Growth Equity	13.15	12.26
S&P Competitive Advantage	13.12	12.84
Sands Select Growth Equity	12.91	12.30
Loomis Sayles All Cap Growth	12.03	11.52
HSMP Concentrated Quality Growth Eq	11.99	11.35
Delaware All Cap Gr Eq	11.83	11.02

Small Blend	1 year gross return	1 year net return
Keeley Inst. SMID Cap Value SMA	30.30	29.85
Keeley Inst. Small Cap Value SMA	29.62	29.06
Horizon Small Cap Institutional	27.26	25.99
Keeley Small Cap Value SMA	26.97	25.60
Cortina Small Cap Value	26.20	25.78
PIMCO StocksPLUS Small Cap Abs Return	26.14	24.85
PNC Cap Adv Structured Sm Cap Core Eq	26.03	24.92
LMG Growth & Value	25.87	24.76
Allianz US Systematic Small Cap	25.84	24.79
Thomson Horstmann & Bryant Micro Cap	25.78	24.29

Small Blend	5 year gross return	5 year net return
12th Street Asset Opportunity	24.79	23.63
NewSouth Capital Mgt NSCM Sm Cap Val Eq	17.13	16.30
PIMCO StocksPLUS Small Cap Abs Return	15.76	14.76
Tieton Small Cap Value	15.70	14.71
Granite Small Cap Core Equity Composite	15.54	14.41
The Boston Small Cap Oprtnstc Val Eq Mgt	15.28	14.14
The Boston SMID Cap Opportunistic Value	15.05	14.00
SouthernSun Small Cap	14.80	13.81
Burgundy US Small Cap Value Composite	14.66	13.48
The London Co. Small Cap	13.75	13.14

Mid-Cap Blend	1 year gross return	1 year net return
Horizon Spin-Off Institutional	29.08	27.79
Keeley Small Mid Cap Value SMA	26.99	25.56
Navellier Power Dividend	26.67	24.89
The London Co SMID	26.15	25.29
Lockwell Small/Mid Cap Value	24.26	23.18
Piedmont Optimized SMid Core	23.75	23.22
RS Small Cap Value	23.48	21.89
Channing Capital Mid-Cap Value	22.74	22.23
Bernzott Capital Small Cap Equity	22.42	21.63
Iridian Private Business Value Mid-Cap	22.41	22.02

Mid-Cap Blend	5 year gross return	5 year net return
F-Squared AlphaSector AlphaDEX Pre Idx	18.36	17.66
NewSouth Capital Mgt NSCM SMIDCap Val Eq	14.11	13.41
Pyramis Small/Mid Cap Core Composite	13.88	13.04
Broadview All Cap Equity	13.49	12.26
Hahn Capital Mgt HCM Md-Cap Val Eq Comp	13.13	12.05
Clarkston Capital Partners US Small Cap	13.05	12.00
Scout Mid Cap Equity	12.92	12.03
Burgundy US Small / Mid Cap Composite	12.83	11.71
Bernzott Capital Small Cap Equity	12.53	11.76
Camden Mid-Cap	12.25	11.45

Large Blend	1 year gross return	1 year net return
Smead Capital Appreciation	30.61	29.61
PIMCO Fundamental IndexPLUS Abs Return	27.74	26.75
PIMCO StocksPLUS Long Duration	26.24	25.62
Lazard Intl Strategic Eq (ACW ex-U.S.)	24.23	23.47
Analytic Investors US Low Volatility	23.42	23.17
Janus Opportunistic Alpha MA (Retail)	22.99	19.44
Berkshire Core Equity	22.95	21.16
Wakefield Large Cap Equity	22.11	20.30
PIMCO StocksPLUS Absolute Return	21.95	21.11
Good Harbor Tactical Equity Income	21.78	19.53

Large Blend	5 year gross return	5 year net return
Good Harbor Tactical Equity Income	25.64	23.17
W.E. Donoghue Power Dividend Index	17.62	15.32
Yacktman Asset Mgt Taxable Focused Comp	16.99	16.38
PIMCO StocksPLUS Long Duration	15.31	14.74
F-Squared AlphaSector Premium Index	15.15	14.47
PIMCO Fundamental IndexPLUS Abs Return	14.91	14.01
Yacktman Asset Mgt Tax-ex Divers Comp	13.57	12.74
Oak Associates All Cap Core Growth	13.10	12.27
F-Squared AlphaSector Rotation Index	12.53	11.86
Franchise Partners - US Equity	11.10	10.22

Long/Short Equity	1 year gross return	1 year net return
Acadian Non-US Small-Cap Long/Short	29.32	26.36
Acadian Global Long-Short	22.81	16.92
Westport Absolute Total Return Strategy	21.39	19.51
IRON S&P 500 Equity Plus	17.06	16.48
QMA US Core Equity Extended	16.09	15.31
IRON Global Equity Plus	14.53	13.73
PIMCO Fundamental Advantage Abs Return	13.84	12.82
W.E. Donoghue Long-Short Index	13.73	13.15
Connors Hedged Equities	12.94	11.83
Confluence Investment IDEA - Plus	12.17	11.07

Long/Short Equity	5 year gross return	5 year net return
Fund Architects Dynamic Global Macro	25.90	25.88
Westport Absolute Total Return Strategy	24.86	22.55
CCM T Bond Capital Long/Short Strategy	18.52	16.62
AORDA Portfolio2	13.41	9.09
Robinson Market Opportunity	12.37	11.44
Acadian Non-US Small-Cap Long/Short	10.56	8.68
SaratogaRIM Global GARP Plus	10.49	9.40
CCM S&P Long/Short Strategy	9.32	7.09
PIMCO Fundamental Advantage Abs Return	9.03	8.07
Turner Global Medical Sciences Equity	8.92	7.23

Leveraged Net Long	1 year gross return	1 year net return
ValueWorks Long-Short Strategy	65.03	49.96
AQR Capital Global RC 40(140/40)	21.22	19.73
AJO Large Cap - Absolute Value 130/30	21.18	20.56
Martingale Low Volatility 130/30 LC+	20.64	19.75
Cornerstone US Equity Opportunities	19.30	18.57
AJO Top Cap Absolute Value 130/30	19.28	19.11
Robeco BP 130/30 Large Cap Value	18.80	18.55
Martingale 130/30 LargeCap Value	18.40	17.52
Cornerstone International Opportunities	17.66	16.84
Analytic Core Eq Plus (Russ1000)	16.66	16.05

Leveraged Net Long	5 year gross return	5 year net return
ValueWorks Long-Short Strategy	13.36	8.69
Hillsdale US 130 30 Composite	9.47	8.62
Robeco BP 130/30 Large Cap Value	9.44	8.66
AQR Capital Small Cap Relaxed Constraint	9.16	7.54
JPMorgan Large Cap Core 130/30	8.22	7.31
AJO Large Cap - Absolute Value 130/30	7.85	7.40
MFS Blended Rsrch - US Cor Eq Extension	7.79	6.88
Chicago Equity Large Cap 130/30	7.71	7.07
PanAgora Dynamic Global Extended Alpha	7.53	6.42
LA Capital U.S. Large Cap Active Exten	7.50	6.57

Market Neutral	1 year gross return	1 year net return
ArbitrOption Cptl Event-Driven Investing	112.48	106.78
Copeland Risk Managed Dividend Growth	14.66	13.72
Swan Defined Risk Strategy	8.53	7.55
Swan Defined Risk Strategy All Accounts	7.97	6.45
PanAgora Dynamic Global Market Neutral	7.10	6.09
RVP Absolute Return Strategy	6.07	5.00
GAM Absolute Return Bond Strategy	5.48	4.42
Analytic USMN Systematic Volatility	5.16	4.06
Invesco US Market Neutral Cash	3.77	3.77
American Century U.S. Eq Market Neutral	2.68	1.07

Market Neutral	5 year gross return	5 year net return
Swan Defined Risk Strategy	8.55	7.50
Swan Defined Risk Strategy All Accounts	8.23	7.03
PSI Absolute Return	7.62	5.51
RVP Absolute Return Strategy	7.56	6.58
GAM Absolute Return Bond Strategy	5.19	4.15
PanAgora Dynamic Global Market Neutral	4.11	2.86
Turner Market Neutral Equity	3.69	1.42
JPMorgan Res Mkt Neutral	2.51	1.51
Invesco US Market Neutral Cash	1.39	1.39
American Century U.S. Eq Market Neutral	1.12	-0.52

World Stock	1 year gross return	1 year net return
Mittleman Global Value	34.97	32.96
ZPR Global Equity	31.15	29.08
Brandes Global Small Cap Eq	29.08	27.90
Horizon Research Select Instl	27.54	26.26
Horizon Research Select - Strategy	27.17	25.44
Copper Rock Global Small Cap	24.45	23.22
Horizon Strategic Value Investment Instl	24.38	23.13
Horizon Core Value - Strategy	23.64	22.30
Brookfield Glbl Infrastructure Sec Strat	23.62	22.77
Horizon Large Cap Institutional	20.91	19.70

World Stock	5 year gross return	5 year net return
Mittleman Global Value	26.78	24.90
ZPR Global Equity	20.95	18.94
Franchise Partners - Global Equity	11.37	10.40
Harris Assoc. Global Concentrated Comp	10.64	9.64
NorthCoast CAN SLIM International	10.47	8.48
New Path Actively Mgd Allc Strat (AMAS)	9.97	8.34
Tradewinds Multi-Cap Opportunities	9.70	8.85
Brandes Global Small Cap Eq	9.62	8.62
WCM Quality Global Growth	9.61	9.18
UBS Global Equity Income Portfolio	9.21	7.96

Foreign Large Value	1 year gross return	1 year net return
Polaris Capital Mgt Polaris Intl Eq	22.14	21.34
Lombardia International Equity	20.12	19.44
Acadian Non-US ADR Equity	18.64	17.78
Forward Intl Dividend Institutional	18.28	17.30
Munder Capital Mgt Int Core Eq	18.23	17.53
LA Capital Europe Equity	17.97	17.21
SSgA Active Intl Stock Sel SL Fund Cl I	17.82	8.94
SGA Intl Large Cap Core ADR	16.92	15.81
Robeco Boston Partners Intl Equity	16.63	15.76
Wellington Global Perspectives	16.44	15.41

Foreign Large Value	5 year gross return	5 year net return
Glovista Global Emging Market Equities	10.14	9.10
Forward Intl Dividend Institutional	6.63	5.79
Sanderson Asset Mgt Intl Val Eq	6.07	4.98
Perkins Global Value	5.60	4.92
Lombardia International Equity	5.48	4.66
LA Capital Europe Equity	4.57	3.90
Newton Capital Mgt Global Higher Income	4.57	3.84
Pyrford International Equity	4.04	3.55
Wellington Global Value	3.80	3.02
Arrowstreet Intl Eq Str All Wld ex US	3.70	3.12

Foreign Large Blend	1 year gross return	1 year net return
CBRE Clarion International Real Estate	28.02	26.80
Fiduciary Mgt of Milwaukee Intl Comp	19.83	18.91
PIMCO Int'l StocksPLUS Absolute Return	19.81	19.01
Analytic Investors Global Low Volatility	19.30	19.01
Lazard International Strategic Equity	19.16	18.49
Ativo International	18.43	17.31
Burgundy EAFE Composite	18.11	17.21
Financial Trust Europe ValueMomentum	18.03	16.57
Brown Capital International Equity	17.86	17.23
Harris Assoc. International	17.82	16.99

Foreign Large Blend	5 year gross return	5 year net return
Harris Assoc. International	8.06	7.25
CapGuard/Intl EM Total Opportunities	6.57	5.52
Burgundy EAFE Composite	6.50	5.64
Analytic Investors Global Low Volatility	6.34	6.08
Federated EAFE Equity Composite	6.20	5.32
HGK International Equity	5.96	4.96
Ranger International Plus	5.59	4.53
Herzfeld Foreign Closed-End	5.13	3.94
MFS International Val Eq	5.05	4.26
PIMCO Int'l StocksPLUS Absolute Return	4.80	4.12

Foreign Large Growth	1 year gross return	1 year net return
Martin Inv Mgt Tortue Capital	21.88	20.71
GMO Emerging Domestic Opps Strategy	18.09	16.87
GMO International Growth Strategy	17.49	16.80
Vontobel Asset Mgt Intl Eq	16.74	15.71
Vontobel Asset Mgt Far East Equity	16.44	14.46
McKinley Capital Mgt Non-U.S. Growth ADR	16.28	15.42
OFII International Equity	14.69	13.88
American Century Non-US Growth EAFE Only	14.37	13.63
Marvin & Palmer Non-US Eq	14.14	13.45
JPMorgan International Growth	14.03	13.24

Foreign Large Growth	5 year gross return	5 year net return
WCM Inv Mgt Focused Growth Intl	8.14	7.54
Martin Inv Mgt Tortue Capital	7.26	6.20
Nuveen Global Growth ORD Compost	5.76	4.91
Vontobel Asset Mgt Far East Equity	5.56	3.41
Matterhorn International Equity	5.22	4.34
Calamos International Growth Composite	5.04	4.03
Walter Scott Int'l (EAFE) Equity	5.00	4.84
OFII International Equity	4.73	3.98
Euclid International Equity	4.63	3.07
Johnston Asset Mgt Corp. Intl Eq	4.50	3.78

Foreign Small/Mid Value	1 year gross return	1 year net return
QMA International Small Cap Equity	23.41	22.38
RBC GAM International Equity SA	21.55	20.44
Ativo International Developed	19.50	18.52
GMO International Small Companies Strat	19.34	18.48
Wellington Intl Contrarian Value	19.04	18.04
Lee Munder Capital Group Int'l Sm Cap Eq	18.45	17.41
GCIM Intl Small Cap Opportunity	18.30	17.14
Philadelphia Intl LP Small Cap Intl Eq	18.01	17.52
The Boston International Small Cap Eq	17.95	16.85
LMCG Intl Small Cap Collective Fund	17.78	17.03

Foreign Small/Mid Value	5 year gross return	5 year net return
Denver Inv Concentrated Intl Small-Cap	10.77	9.58
Denver Inv International Small-Cap	10.58	9.30
Brandes International Small Cap Eq	10.11	9.14
Renaissance Intl Small Cap Eq Wrap	8.53	5.33
Templeton Intl Sm Cap Eq	7.98	7.41
IVA Diversified International	7.74	6.79
GCIM Intl Small Cap Opportunity	6.80	5.75
Wellington Intl Contrarian Value	6.70	5.80
First Eagle International Value Equity	6.59	6.20
Brandes International Mid-Cap Equity	5.98	4.83

Foreign Small/Mid Growth	1 year gross return	1 year net return
Oberweis Intl Opportunities	30.27	29.01
Wasatch International Small Cap Growth	27.46	26.13
American Century Non-U.S. Small Cap	23.53	22.44
Southeastern Asset Mgt Intl Eq	21.15	19.80
Navellier International Select	20.82	19.34
Arbor Capital International Small Cap	20.26	18.67
Copper Rock International Small Cap	20.06	18.88
UBS Global ex US Small Cap Growth	18.73	17.55
Nuveen International Gr ORD Comp	18.39	17.30
MFS International Small Cap Equity	17.20	16.10

Foreign Small/Mid Growth	5 year gross return	5 year net return
Wasatch International Small Cap Growth	11.47	10.16
Mondrian Inv Intl Sm-Cap Eq	8.26	7.50
Highclere Intl Invs Smaller Companies	8.10	6.80
Navellier International Select	7.60	6.26
Oberweis Intl Opportunities	6.93	5.74
MFS International Small Cap Equity	6.82	5.78
Columbia Wanger International Equity	5.07	4.17
William Blair Intl Small Cap Growth	5.04	4.00
Nuveen International Gr ORD Comp	4.96	4.04
T. Rowe Price International Small-Cap Eq	4.96	3.97

Latin America Stock	1 year gross return	1 year net return
Financial Trust Latin Value Momentum	13.92	12.51
Morgan Stanley Latin America Equity	3.62	3.22
T. Rowe Price Latin America Equity	-1.21	-2.05
Mirae Brazil Sector Leader Equity	-13.15	-14.03

Latin America Stock	5 year gross return	5 year net return
Financial Trust Latin Value Momentum	3.84	2.55
Morgan Stanley Latin America Equity	1.75	1.45
T. Rowe Price Latin America Equity	0.81	-0.05
Mirae Brazil Sector Leader Equity	-0.34	-1.34

Europe Stock	1 year gross return	1 year net return
Vontobel Asset Mgt European Equity	22.22	21.05
INTECH European Large Cap Core	21.75	21.08
Burgundy European Equity Composite	20.01	18.83
Wellington Strategic European Equity	19.05	18.18
Acadian Europe Equity Ex-UK	18.30	17.44
CIBC International Equity	18.29	17.42
Acadian European Equity	18.27	17.39
T. Rowe Price Europe Smaller Comp Equity	18.24	17.35
MFS European Research Equity	16.50	15.79
Pictet Small Cap European Core Comp	16.06	15.26

Europe Stock	5 year gross return	5 year net return
Burgundy European Equity Composite	6.60	5.54
CIBC International Equity	4.29	3.51
Vontobel Asset Mgt European Equity	3.84	2.34
GEAM Europe Equity Select	2.52	1.67
Lazard European Equity Select ADR SMA	2.48	-0.57
Pictet Small Cap European Core Comp	2.39	1.67
MFS European Research Equity	2.08	1.34
T. Rowe Price Europe Equity	1.91	1.35
Pyrford European Equity	1.38	0.90
Putnam European Core Equity	0.94	0.14

Japan Stock	1 year gross return	1 year net return
Baillie Gifford Overseas Japanese Eq	17.88	17.16
Burgundy Asian (All Cap) Composite	16.34	15.20
Burgundy Focus Asian Composite	15.71	14.85
T. Rowe Price Japan Equity	14.38	13.70
BlackRock Pacific Basin Equity	11.48	10.82
MFS Japan Equity	10.52	9.77
Acadian Japanese Equity	10.06	9.23
Daiwa SB Structured Fundamental Japan	8.84	8.19
PGI Japanese Equity	8.32	7.67
Tradewinds Japan Equity	7.07	6.21

Japan Stock	5 year gross return	5 year net return
Burgundy Focus Asian Composite	9.67	8.72
Burgundy Asian (All Cap) Composite	9.37	8.00
Baillie Gifford Overseas Japanese Eq	4.03	3.34
Tradewinds Japan Equity	3.53	2.71
BlackRock Pacific Basin Equity	2.64	2.01
MFS Japan Equity	1.57	0.84
T. Rowe Price Japan Equity	0.68	0.08
Daiwa SB Structured Fundamental Japan	0.29	-0.31
Acadian Japanese Equity	0.15	-0.59
PGI Japanese Equity	-0.76	-1.35

Pacific/Asia ex-Japan Stk	1 year gross return	1 year net return
Horizon Asia Institutional	31.81	30.49
Mirae Asia Pacific Consumer Sector Eq	22.97	21.77
Havenport (Developed Asia) - Composite	22.52	21.65
Havenport (Asia Pacific Ex Japan) Comp	17.95	17.12
Havenport (Asia Ex Japan)- Composite	16.94	16.08
Brandes Asia Pacific ex-Japan Equity	14.15	12.95
Pyrford Pacific Basin ex Japan Equity	13.90	13.35
Investec 4Factor Asia Pacific ex Jap Eq	13.89	13.13
PGI Asia ex-Japan Equity	13.60	13.23
Morgan Stanley Asia Pacific - ex Japan	12.07	11.49

Pacific/Asia ex-Japan Stk	5 year gross return	5 year net return
Horizon Asia Institutional	12.86	11.73
Mirae Asia Pacific Consumer Sector Eq	11.63	10.53
Pyrford Pacific Basin ex Japan Equity	9.33	8.82
Brandes Asia Pacific ex-Japan Equity	9.23	8.03
Havenport (Developed Asia) - Composite	7.67	7.26
T. Rowe Price Asia ex-Japan Equity	6.97	6.06
PGI Asia ex-Japan Equity	5.24	4.80
MFS Asia Pacific ex Japan	5.04	4.17
MFS Asia ex Japan Equity	4.82	3.96
Newton Capital Mgt Pacific Bas ex Jap Eq	4.63	3.90

Diversified Pacific/Asia	1 year gross return	1 year net return
ZPR All Asian	48.15	46.30
Templeton Asia Pacific Eq	21.25	20.77
Asia Pacific Equity	18.01	17.08
Pyrford Intl Plc Asia Pacific Equity	15.71	15.14
Oberweis Asia Opport	14.66	13.43
GAM Asia-Pacific Equity	11.73	11.06
Daiwa SBI Pac Basin Eq	9.46	8.81
Natixis / AIA Mgd ETF - China	6.99	5.94
Accuvest Asian Advantage	6.73	6.56
Sit Inv Pac Basin	6.63	5.68

Diversified Pacific/Asia	5 year gross return	5 year net return
ZPR All Asian	28.34	26.17
Pyrford Intl Plc Asia Pacific Equity	8.22	7.71
Templeton Asia Pacific Eq	7.50	7.06
Oberweis Asia Opport	3.66	2.20
Natixis / AIA Mgd ETF - China	2.44	1.29
Sit Inv Pac Basin	2.38	1.46
GAM Asia-Pacific Equity	1.81	0.97
Asia Pacific Equity	1.43	0.61
Daiwa SBI Pac Basin Eq	0.81	0.19
Accuvest Asian Advantage	0.00	0.00

Diversified Emerging Mkts	1 year gross return	1 year net return
LGM Frontier Markets Strategy	35.73	32.79
Acadian Emerging Markets Small Cap Eq	28.72	27.14
WB&C Emerging Markets Small Cap Growth	25.04	24.81
QMA Emerging Markets Small Cap Equity	24.31	23.10
HSBC Emging Mkts Eq - New Frontiers	23.92	22.41
Driehaus Emerging Mkt Small Cap Gr	23.62	21.27
Cohen & Steers Emging Mkts Rl Estt Secs	23.13	20.87
SSgA Emerging Markets Index NL Fund Cl A	18.92	1.78
Thornburg Developing World Strategy	17.27	16.32
Forum Emerging Markets Strategy	16.98	15.83

Diversified Emerging Mkts	5 year gross return	5 year net return
Vontobel Asset Mgt Emg Mkts Eq	8.69	7.30
Westwood Global Emerging Mkts Composite	7.22	6.28
OFII Emerging Markets Equity	6.95	5.98
LSV Asset Mgt Emg Mkts Val Eq	6.90	5.88
Brandes Emerging Markets Equity	6.52	5.55
Lee Munder Capital Group Emer Markets	6.30	5.28
Arrowstreet Capital Emg Mkts Equity	6.23	5.52
Mondrian Inv Emg Mkts Eq	5.68	4.55
Berkeley Street Emerging Markets Equity	4.50	3.14
Lazard Emerging Markets Equity	4.35	3.33

Global Real Estate	1 year gross return	1 year net return
Driehaus International Realty	34.58	33.74
PGI Global ex-US Real Estate Securities	32.34	31.63
Goldman Sachs Intl Real Estate Secs	28.79	27.72
Invesco Global ex-US REITs	28.55	27.55
Forum Securities Global Ex-US Divers	27.51	26.51
Cohen & Steers Int'l Real Estate Secs	27.39	26.53
JPMorgan Intl Real Estate Securities	26.94	25.59
LaSalle ex-US Real Estate Securities	26.90	26.03
Urdang Global ex-US REIT	26.77	26.22
Morgan Stanley International Real Estate	26.28	25.57

Global Real Estate	5 year gross return	5 year net return
Heitman Global Focused Strategy	5.99	5.31
Brookfield Global Real Estate Secrt (L)	5.90	5.27
Adelante Global Strategy	5.69	4.88
Global Real Estate Securities - SCA	5.61	5.14
PGI Global Real Estate Securities	5.37	4.61
Driehaus International Realty	5.25	4.62
AB Global Real Estate Securities	5.16	4.43
Heitman Global Diversified Strategy	4.91	4.12
Third Avenue Real Estate Value Equity	4.86	3.69
Urdang Global REIT	4.82	4.21

World Bond	1 year gross return	1 year net return
Lazard Glbl Listed Infrastruct USD Hedge	23.54	22.57
Brandywine Global Credit	15.51	14.37
PGI Global High Yield	14.52	13.67
Franklin Templeton Global Multi-Sector	14.42	13.96
Franklin Templeton Euro High Yield	14.17	13.57
CapGuard/Intl Global High Yield FI	13.84	13.05
Newgate Total Return Income	13.73	12.91
PGI Global Credit Opportunities	13.39	12.55
Oechsle International Fixed Income	12.56	12.01
GMO Currency Hedged Intâ€™l Bond Strategy	12.45	11.98

World Bond	5 year gross return	5 year net return
Franklin Templeton Global Multi-Sector	12.96	11.78
Stone Harbor Glbl High Yield Comp 70/30	10.85	10.39
Newgate Total Return Income	10.53	9.66
CapGuard/Intl Global High Yield FI	10.48	9.71
PIMCO Diversified Income	10.38	9.62
Franklin Templeton Global Bond Plus	10.07	9.07
Franklin Templeton Euro High Yield	9.41	8.00
Western Asset Mgt UK Long Duration	9.24	8.91
Franklin Templeton International Bd Pls	9.20	8.23
Brandywine Global Opportun Fxd Inc	8.94	8.45

High Yield Bond	1 year gross return	1 year net return
TCW Opportunistic MBS	29.40	28.49
DCM High Yield	19.21	18.63
Manulife AM US High Yield Fixed Income	18.91	18.31
Pyramis High Yield CMBS Composite	17.53	16.67
NCRAM Hi Yld Tol Ret Instl (HYTRIC)	17.33	16.75
Babson High Yield	16.18	15.53
Western Asset Mgt US High Yield	15.69	15.22
Loomis Sayles High Yield Full Discretion	15.57	15.11
Hotchkis & Wiley High Yield	15.29	14.79
PineBridge US High Yield Bond Composite	15.28	14.71

High Yield Bond	5 year gross return	5 year net return
First Eagle High Yield	15.76	14.95
PageOne SIP	15.33	13.53
Clark Navigator Fixed Income TR	14.77	13.82
NCRAM Hi Yld Tol Ret Instl (HYTRIC)	14.25	13.69
WST Dynamic Total Return Strategy	14.22	12.28
AEGON High Yield Fixed Income	13.39	12.98
AXA Inv Mgrs High Yld	13.09	12.49
Neuberger Berman Full Market High Yield	12.98	12.37
MacKay Shields High Yld Active Core	12.88	12.27
Seix High Yield Unconstrained	12.68	12.12

Intermediate Government	1 year gross return	1 year net return
UCM Active Mortgage-Backed Securities	10.73	10.59
S&P Capital Appreciation Fund Moderate	9.48	9.32
Astor Active Income Program	8.28	6.45
Federated Govt Credit w MAPS MA	6.49	5.29
Columbia US Government Mortgage	6.21	5.84
Federated Govt Credit no MAPS MA	5.81	4.63
Buckhead Govt/Credit Composite	5.67	5.29
Granite Txbl Ltd-Term Relatv Val Strat 1	5.18	4.89
Federated Intermediate Govt Credit MA	5.03	3.89
Western Asset Active Bond Gov/Corp-SMA	4.98	3.44

Intermediate Government	5 year gross return	5 year net return
UCM Active Mortgage-Backed Securities	12.85	12.57
Columbia US Government Mortgage	7.91	7.54
Federated Govt Credit w MAPS MA	7.46	6.15
Seix Core Government/Credit	6.72	6.30
Federated Govt Credit no MAPS MA	6.48	5.17
Sage Core Government/Credit Fixed Income	6.32	5.94
Buckhead Govt/Credit Composite	6.27	5.89
Western Asset Active Bond Gov/Corp-SMA	6.22	4.66
CS McKee Broad Government Fixed	6.07	5.55
Logan Circle STAMP Intmt Govt/Credit	6.05	5.78

Intermediate-Term Bond	1 year gross return	1 year net return
Brookfield CMBS Composite	17.35	16.96
Flaherty & Crumrine Separate Mgd Account	15.77	15.23
Spectrum Preferred Securities	14.57	14.29
Stonebridge Tax-Advantaged QDI Pref Secs	12.50	12.12
PIMCO Investmt Grade Corporate	12.48	11.98
Brookfield Enhanced Mortgage-Backed Secs	12.05	11.70
Spectrum Preferred Secs Offshore (NRA)	11.89	9.39
Stonebridge Std Taxable Pref Secs	11.85	11.48
Spectrum SMA Tax Advantaged Pref Secs	11.66	9.17
Altrius Opportunistic Fixed Inc	11.64	10.40

Intermediate-Term Bond	5 year gross return	5 year net return
Flaherty & Crumrine Separate Mgd Account	12.99	12.45
Brookfield CMBS Composite	12.24	11.86
Camden Bond Composite	11.24	9.77
PIMCO Investmt Grade Corporate	10.79	10.30
Stonebridge Tax-Advantaged QDI Pref Secs	10.19	9.80
Loomis Sayles Core Plus	9.94	9.69
Stonebridge Std Taxable Pref Secs	9.93	9.51
MacKay Shields Core Plus Opportunities	9.86	9.42
Altrius Opportunistic Fixed Inc	9.83	8.53
PGI Corporate Plus	9.83	9.57

Short Government	1 year gross return	1 year net return
Garcia Fix-Inc Government/Credit	9.04	8.77
FFTW Mortgage - Unconstrained	9.03	8.75
FFTW Mortgage Alpha	6.42	5.90
JPMorgan MBS Bond (Columbus)	4.59	4.33
BlackRock Mortgage	4.17	3.91
Garcia F/I Short Duration Opportunistic	4.10	3.92
Sit Inv Short Dur Strat	3.44	3.03
Redstone Short-Intermediate Comp	3.41	3.12
Eagle Government Securities Inst	2.81	2.35
Eagle Government Securities - Retail	2.74	1.81

Short Government	5 year gross return	5 year net return
FFTW Mortgage - Unconstrained	9.65	9.38
Garcia Fix-Inc Government/Credit	7.73	7.43
JPMorgan MBS Bond (Columbus)	7.55	7.29
FFTW Mortgage Alpha	7.52	6.98
BlackRock Mortgage	6.05	5.76
PIMCO Mortgage Constrained	5.76	5.59
Sit Inv Short Dur Strat	5.71	5.27
Redstone Short-Intermediate Comp	4.78	4.51
Eagle Government Securities Inst	4.54	4.11
Weaver Short Controlled Risk	4.48	4.35

Short-Term Bond	1 year gross return	1 year net return
Brookfield Opportunistic MBS	26.85	26.07
Atlantic Enhanced Stock Indexing	16.42	15.90
TCW MetWest Strategic Income	13.98	12.03
IS - Rising Rates	10.07	8.52
TCW MetWest Opportunistic Core Plus	8.42	7.98
Atalanta Sosnoff Tx Exmpt Interm Dur Fxd	8.05	7.81
PIMCO Core Plus Total Ret Full Auth	8.05	7.55
PIMCO Mode Dur Core Plus Full Authority	6.81	6.37
Western Asset Core Plus SMA	6.24	4.69
iSectors Capital Preservation Allocation	5.79	5.21

Short-Term Bond	5 year gross return	5 year net return
TCW MetWest Opportunistic Core Plus	10.38	9.93
TCW MetWest Strategic Income	8.74	7.68
Brookfield Opportunistic MBS	8.19	7.42
PIMCO Core Plus Total Ret Full Auth	7.91	7.43
Atlantic Enhanced Stock Indexing	7.86	6.53
Western Asset Core Plus SMA	7.70	6.12
Ryan Labs Broad Market Enhanced GC	7.24	6.93
PIMCO Mode Dur Core Plus Full Authority	7.12	6.67
Atalanta Sosnoff Tx Exmpt Interm Dur Fxd	6.87	6.66
PIMCO Mortgage Unconstrained	6.32	5.72

Ultrashort Bond	1 year gross return	1 year net return
Western Asset Mgt US Index Plus	17.59	17.22
TCW MetWest AlphaTrak	17.03	17.00
Pyramis Leveraged Loan Composite	11.34	10.79
The Lara U.S Treas Bond Mgt Prog	9.24	9.24
Columbia Currency Alpha Absolute Return	3.67	2.77
Goldman Sachs US Mortgages	3.12	2.86
TCW MetWest Ultra Short Bonds	3.05	2.89
Pioneer Multi-Asset Ultrashort Income	3.00	2.29
PIMCO Short Term	2.65	2.23
Federated Active Cash Moderate FI Comp	2.38	2.08

Ultrashort Bond	5 year gross return	5 year net return
Pyramis Leveraged Loan Composite	9.57	9.03
Western Asset Mgt US Index Plus	5.88	5.56
Goldman Sachs US Mortgages	5.50	5.22
TCW MetWest AlphaTrak	5.40	5.19
The Lara U.S Treas Bond Mgt Prog	3.50	3.39
Federated Active Cash Broad FI Composite	3.19	2.87
Dana Limited Volatility	3.14	2.90
Columbia Currency Alpha Absolute Return	3.09	2.66
PIMCO Short Term	2.99	2.60
StableRiver US Govt Sec Ultra-Shrt Strat	2.76	2.51

Long Government	1 year gross return	1 year net return
TCW Securitized Opportunities	20.56	19.37
JPMorgan Long Duration Diversified Alpha	10.74	10.36
Johnson Institutional Mgmt Lng Crdt	10.39	10.13
JPMorgan Long Duration Invmtt Grade Plus	10.02	9.70
JPMorgan Long Duration Investment Grade	9.88	9.61
NISA 15+ STRIPS	9.77	9.52
Hillswick Long Duration Government	9.74	9.40
NISA Long Dur Govt Only Consolidated	9.59	9.34
PIMCO Long Duration Treasury	8.95	8.42
Hoisington Inv Mgt Macroeconomic FI Comp	8.10	7.88

Long Government	5 year gross return	5 year net return
TCW Securitized Opportunities	21.36	20.06
CMG SR Treasury Bond Program	20.54	17.56
Hillswick Long Duration Government	11.60	11.27
NISA 15+ STRIPS	11.35	11.08
NISA Long Dur Govt Only Consolidated	11.21	10.94
Ryan Labs Very Long Liability Enhanced	10.83	10.47
JPMorgan Long Duration Invmtt Grade Plus	10.60	10.21
JPMorgan Long Duration Diversified Alpha	10.25	9.85
Jennison Active Long Government	10.25	10.04
PIMCO Long Duration Treasury	10.20	9.68

Long-Term Bond	1 year gross return	1 year net return
Delaware - Long Dur Fix-Inc	16.09	15.47
Guggenheim Absolute Return Strategic	14.97	14.65
PIMCO Long Term Bond - Long Credit	14.85	14.56
Logan Circle Long Credit	14.83	14.43
Standish US Long Duration	13.87	13.64
Cohen & Steers Exchange Traded Prefs	13.68	13.14
PineBridge US Lng Dur Crdit Bd Composite	13.40	13.09
Logan Circle Long Duration	13.19	12.82
Reams Long Duration Fixed Income	12.71	12.50
CapGuard/Intl Long Duration Credit Plus	12.53	12.20

Long-Term Bond	5 year gross return	5 year net return
Reams Long Duration Fixed Income	16.43	16.19
Delaware - Long Dur Fix-Inc	14.55	13.96
Logan Circle Long Duration	13.41	13.01
PIMCO Long Term Bond - Long Credit	13.16	12.85
Guggenheim Absolute Return Strategic	12.88	12.49
PineBridge US Lng Dur Crdit Bd Composite	12.47	12.17
Standish US Long Duration	12.27	12.03
UBS Long Duration	12.14	11.73
PIMCO Long Term Bond Full Authority	12.04	11.77
Dodge & Cox Long Duration	11.89	11.27

Multisector Bond	1 year gross return	1 year net return
Loomis Sayles Multi-Sector Full Discretn	13.02	12.69
Thornburg Multisector Opportunistic Stra	12.20	11.40
Putnam Multi-Strategy Fixed Income	11.13	10.36
Foy SELECTOR Income	10.81	9.53
Standish Opportunistic Fixed Income	10.75	10.19
Guggenheim Fixed Income	10.01	9.65
PineBridge Strat Bond Composite (USD)	10.00	9.56
Manulife AM US Strategic Fixed Income	9.91	9.47
Pioneer Opportunistic Core Plus	9.86	9.42
Logan Circle Multi-Sector Fixed Income	9.82	9.46

Multisector Bond	5 year gross return	5 year net return
BTS Select Bond Asset Allocation Program	16.41	13.78
Clark Navigator FI Total Return (SAI)	14.77	13.84
Camden Bond	11.24	9.78
Loomis Sayles Multi-Sector Full Discretn	10.84	10.49
Thornburg Multisector Opportunistic Stra	10.27	9.17
Medium Quality Core Fixed Income	10.27	9.84
Manulife AM US Strategic Fixed Income	9.90	9.49
GW Capital Medium-grade Bond	9.60	9.11
Pioneer Opportunistic Core Plus	9.51	9.08
Logan Circle Multi-Sector Fixed Income	9.38	8.99

Convertibles	1 year gross return	1 year net return
Cohen & Steers Preferred Securities	17.63	16.62
ClearBridge U.S. Convertibles	17.36	16.67
Gabelli Asset Mgt Convert	14.89	13.94
Camden Long Only Convertible Composite	13.86	13.26
Nicholas Inv - Convertibles	12.63	11.77
Oaktree U.S. Convertibles	12.55	11.99
Invesco Convertible Securities	12.41	11.73
Advent Balanced Convertible Strategy	11.90	11.40
Allianz Convertibles	11.83	11.39
Delaware - Convertibles	11.46	10.95

Convertibles	5 year gross return	5 year net return
PENN Capital Mgt Convertible Securities	12.18	10.65
Oaktree High Income Convertibles	11.82	11.26
Cohen & Steers Preferred Securities	11.55	10.99
ClearBridge U.S. Convertibles	11.35	10.69
Wellesley Invstm Convertibles SA	10.27	9.46
Shenkman Capital Mgt Convertible Comp	10.16	9.35
Nicholas Inv - Convertibles	10.08	9.26
Allianz Convertibles	9.42	8.96
Invesco Convertible Securities	9.37	8.58
Delaware - Convertibles	8.91	8.29

High Yield Bond	1 year gross return	1 year net return
TCW Opportunistic MBS	29.40	28.49
DCM High Yield	19.21	18.63
Manulife AM US High Yield Fixed Income	18.91	18.31
Pyramis High Yield CMBS Composite	17.53	16.67
NCRAM Hi Yld Tol Ret Instl (HYTRIC)	17.33	16.75
Babson High Yield	16.18	15.53
Western Asset Mgt US High Yield	15.69	15.22
Loomis Sayles High Yield Full Discretion	15.57	15.11
Hotchkis & Wiley High Yield	15.29	14.79
PineBridge US High Yield Bond Composite	15.28	14.71

High Yield Bond	5 year gross return	5 year net return
First Eagle High Yield	15.76	14.95
PageOne SIP	15.33	13.53
Clark Navigator Fixed Income TR	14.77	13.82
NCRAM Hi Yld Tol Ret Instl (HYTRIC)	14.25	13.69
WST Dynamic Total Return Strategy	14.22	12.28
AEGON High Yield Fixed Income	13.39	12.98
AXA Inv Mgrs High Yld	13.09	12.49
Neuberger Berman Full Market High Yield	12.98	12.37
MacKay Shields High Yld Active Core	12.88	12.27
Seix High Yield Unconstrained	12.68	12.12

Intermediate Government	1 year gross return	1 year net return
UCM Active Mortgage-Backed Securities	10.73	10.59
S&P Capital Appreciation Fund Moderate	9.48	9.32
Astor Active Income Program	8.28	6.45
Federated Govt Credit w MAPS MA	6.49	5.29
Columbia US Government Mortgage	6.21	5.84
Federated Govt Credit no MAPS MA	5.81	4.63
Buckhead Govt/Credit Composite	5.67	5.29
Granite Txbl Ltd-Term Relatv Val Strat 1	5.18	4.89
Federated Intermediate Govt Credit MA	5.03	3.89
Western Asset Active Bond Gov/Corp-SMA	4.98	3.44

Intermediate Government	5 year gross return	5 year net return
UCM Active Mortgage-Backed Securities	12.85	12.57
Columbia US Government Mortgage	7.91	7.54
Federated Govt Credit w MAPS MA	7.46	6.15
Seix Core Government/Credit	6.72	6.30
Federated Govt Credit no MAPS MA	6.48	5.17
Sage Core Government/Credit Fixed Income	6.32	5.94
Buckhead Govt/Credit Composite	6.27	5.89
Western Asset Active Bond Gov/Corp-SMA	6.22	4.66
CS McKee Broad Government Fixed	6.07	5.55
Logan Circle STAMP Intmt Govt/Credit	6.05	5.78

Intermediate-Term Bond	1 year gross return	1 year net return
Brookfield CMBS Composite	17.35	16.96
Flaherty & Crumrine Separate Mgd Account	15.77	15.23
Spectrum Preferred Securities	14.57	14.29
Stonebridge Tax-Advantaged QDI Pref Secs	12.50	12.12
PIMCO Investmt Grade Corporate	12.48	11.98
Brookfield Enhanced Mortgage-Backed Secs	12.05	11.70
Spectrum Preferred Secs Offshore (NRA)	11.89	9.39
Stonebridge Std Taxable Pref Secs	11.85	11.48
Spectrum SMA Tax Advantaged Pref Secs	11.66	9.17
Altrius Opportunistic Fixed Inc	11.64	10.40

Intermediate-Term Bond	5 year gross return	5 year net return
Flaherty & Crumrine Separate Mgd Account	12.99	12.45
Brookfield CMBS Composite	12.24	11.86
Camden Bond Composite	11.24	9.77
PIMCO Investmt Grade Corporate	10.79	10.30
Stonebridge Tax-Advantaged QDI Pref Secs	10.19	9.80
Loomis Sayles Core Plus	9.94	9.69
Stonebridge Std Taxable Pref Secs	9.93	9.51
MacKay Shields Core Plus Opportunities	9.86	9.42
Altrius Opportunistic Fixed Inc	9.83	8.53
PGI Corporate Plus	9.83	9.57

Short Government	1 year gross return	1 year net return
Garcia Fix-Inc Government/Credit	9.04	8.77
FFTW Mortgage - Unconstrained	9.03	8.75
FFTW Mortgage Alpha	6.42	5.90
JPMorgan MBS Bond (Columbus)	4.59	4.33
BlackRock Mortgage	4.17	3.91
Garcia F/I Short Duration Opportunistic	4.10	3.92
Sit Inv Short Dur Strat	3.44	3.03
Redstone Short-Intermediate Comp	3.41	3.12
Eagle Government Securities Inst	2.81	2.35
Eagle Government Securities - Retail	2.74	1.81

Short Government	5 year gross return	5 year net return
FFTW Mortgage - Unconstrained	9.65	9.38
Garcia Fix-Inc Government/Credit	7.73	7.43
JPMorgan MBS Bond (Columbus)	7.55	7.29
FFTW Mortgage Alpha	7.52	6.98
BlackRock Mortgage	6.05	5.76
PIMCO Mortgage Constrained	5.76	5.59
Sit Inv Short Dur Strat	5.71	5.27
Redstone Short-Intermediate Comp	4.78	4.51
Eagle Government Securities Inst	4.54	4.11
Weaver Short Controlled Risk	4.48	4.35

Short-Term Bond	1 year gross return	1 year net return
Brookfield Opportunistic MBS	26.85	26.07
Atlantic Enhanced Stock Indexing	16.42	15.90
TCW MetWest Strategic Income	13.98	12.03
IS - Rising Rates	10.07	8.52
TCW MetWest Opportunistic Core Plus	8.42	7.98
Atalanta Sosnoff Tx Exmpt Interm Dur Fxd	8.05	7.81
PIMCO Core Plus Total Ret Full Auth	8.05	7.55
PIMCO Mode Dur Core Plus Full Authority	6.81	6.37
Western Asset Core Plus SMA	6.24	4.69
iSectors Capital Preservation Allocation	5.79	5.21

Short-Term Bond	5 year gross return	5 year net return
TCW MetWest Opportunistic Core Plus	10.38	9.93
TCW MetWest Strategic Income	8.74	7.68
Brookfield Opportunistic MBS	8.19	7.42
PIMCO Core Plus Total Ret Full Auth	7.91	7.43
Atlantic Enhanced Stock Indexing	7.86	6.53
Western Asset Core Plus SMA	7.70	6.12
Ryan Labs Broad Market Enhanced GC	7.24	6.93
PIMCO Mode Dur Core Plus Full Authority	7.12	6.67
Atalanta Sosnoff Tx Exmpt Interm Dur Fxd	6.87	6.66
PIMCO Mortgage Unconstrained	6.32	5.72

Ultrashort Bond	1 year gross return	1 year net return
Western Asset Mgt US Index Plus	17.59	17.22
TCW MetWest AlphaTrak	17.03	17.00
Pyramis Leveraged Loan Composite	11.34	10.79
The Lara U.S Treas Bond Mgt Prog	9.24	9.24
Columbia Currency Alpha Absolute Return	3.67	2.77
Goldman Sachs US Mortgages	3.12	2.86
TCW MetWest Ultra Short Bonds	3.05	2.89
Pioneer Multi-Asset Ultrashort Income	3.00	2.29
PIMCO Short Term	2.65	2.23
Federated Active Cash Moderate FI Comp	2.38	2.08

Ultrashort Bond	5 year gross return	5 year net return
Pyramis Leveraged Loan Composite	9.57	9.03
Western Asset Mgt US Index Plus	5.88	5.56
Goldman Sachs US Mortgages	5.50	5.22
TCW MetWest AlphaTrak	5.40	5.19
The Lara U.S Treas Bond Mgt Prog	3.50	3.39
Federated Active Cash Broad FI Composite	3.19	2.87
Dana Limited Volatility	3.14	2.90
Columbia Currency Alpha Absolute Return	3.09	2.66
PIMCO Short Term	2.99	2.60
StableRiver US Govt Sec Ultra-Shrt Strat	2.76	2.51

Long Government	1 year gross return	1 year net return
TCW Securitized Opportunities	20.56	19.37
JPMorgan Long Duration Diversified Alpha	10.74	10.36
Johnson Institutional Mgmt Lng Crdt	10.39	10.13
JPMorgan Long Duration Invmtt Grade Plus	10.02	9.70
JPMorgan Long Duration Investment Grade	9.88	9.61
NISA 15+ STRIPS	9.77	9.52
Hillswick Long Duration Government	9.74	9.40
NISA Long Dur Govt Only Consolidated	9.59	9.34
PIMCO Long Duration Treasury	8.95	8.42
Hoisington Inv Mgt Macroeconomic FI Comp	8.10	7.88

Long Government	5 year gross return	5 year net return
TCW Securitized Opportunities	21.36	20.06
CMG SR Treasury Bond Program	20.54	17.56
Hillswick Long Duration Government	11.60	11.27
NISA 15+ STRIPS	11.35	11.08
NISA Long Dur Govt Only Consolidated	11.21	10.94
Ryan Labs Very Long Liability Enhanced	10.83	10.47
JPMorgan Long Duration Invmtt Grade Plus	10.60	10.21
JPMorgan Long Duration Diversified Alpha	10.25	9.85
Jennison Active Long Government	10.25	10.04
PIMCO Long Duration Treasury	10.20	9.68

Long-Term Bond	1 year gross return	1 year net return
Delaware - Long Dur Fix-Inc	16.09	15.47
Guggenheim Absolute Return Strategic	14.97	14.65
PIMCO Long Term Bond - Long Credit	14.85	14.56
Logan Circle Long Credit	14.83	14.43
Standish US Long Duration	13.87	13.64
Cohen & Steers Exchange Traded Prefs	13.68	13.14
PineBridge US Lng Dur Crdit Bd Composite	13.40	13.09
Logan Circle Long Duration	13.19	12.82
Reams Long Duration Fixed Income	12.71	12.50
CapGuard/Intl Long Duration Credit Plus	12.53	12.20

Long-Term Bond	5 year gross return	5 year net return
Reams Long Duration Fixed Income	16.43	16.19
Delaware - Long Dur Fix-Inc	14.55	13.96
Logan Circle Long Duration	13.41	13.01
PIMCO Long Term Bond - Long Credit	13.16	12.85
Guggenheim Absolute Return Strategic	12.88	12.49
PineBridge US Lng Dur Crdit Bd Composite	12.47	12.17
Standish US Long Duration	12.27	12.03
UBS Long Duration	12.14	11.73
PIMCO Long Term Bond Full Authority	12.04	11.77
Dodge & Cox Long Duration	11.89	11.27

Multisector Bond	1 year gross return	1 year net return
Loomis Sayles Multi-Sector Full Discretn	13.02	12.69
Thornburg Multisector Opportunistic Stra	12.20	11.40
Putnam Multi-Strategy Fixed Income	11.13	10.36
Foy SELECTOR Income	10.81	9.53
Standish Opportunistic Fixed Income	10.75	10.19
Guggenheim Fixed Income	10.01	9.65
PineBridge Strat Bond Composite (USD)	10.00	9.56
Manulife AM US Strategic Fixed Income	9.91	9.47
Pioneer Opportunistic Core Plus	9.86	9.42
Logan Circle Multi-Sector Fixed Income	9.82	9.46

Multisector Bond	5 year gross return	5 year net return
BTS Select Bond Asset Allocation Program	16.41	13.78
Clark Navigator FI Total Return (SAI)	14.77	13.84
Camden Bond	11.24	9.78
Loomis Sayles Multi-Sector Full Discretn	10.84	10.49
Thornburg Multisector Opportunistic Stra	10.27	9.17
Medium Quality Core Fixed Income	10.27	9.84
Manulife AM US Strategic Fixed Income	9.90	9.49
GW Capital Medium-grade Bond	9.60	9.11
Pioneer Opportunistic Core Plus	9.51	9.08
Logan Circle Multi-Sector Fixed Income	9.38	8.99

Inflation-Protected Bond	1 year gross return	1 year net return
PIMCO Real Ret Asset Long Duration	11.52	10.98
PIMCO Real Return Full Authority	8.09	7.59
PIMCO Real Return for Managed Accounts	7.96	6.30
Laffer Investments US Inflation Strategy	7.80	6.77
Franklin Templeton US TIPS	6.26	6.12
Ryan Labs Inflation Index Intermediate	6.26	5.86
Hartford Inv Mgt TIPS â€“ Asset Class	6.20	5.99
Standish Global TIPS	6.11	6.00
Western Asset Mgt US TIPS Full Discr	6.11	5.77
American Century US Inflation-Adjust Bd	5.87	5.37

Inflation-Protected Bond	5 year gross return	5 year net return
PIMCO Real Ret Asset Long Duration	9.96	9.38
PIMCO Real Return for Managed Accounts	7.46	5.83
PIMCO Real Return Full Authority	7.31	6.77
Hartford Inv Mgt TIPS â€“ Asset Class	6.53	6.32
FFTW Inflation Linked Bonds U.S.	6.52	6.27
Franklin Templeton US TIPS	6.44	6.30
FFTW Global Inflation Linked Bonds	6.29	6.09
American Century US Inflation-Adjust Bd	6.17	5.64
Ryan Labs Inflation Index Intermediate	6.15	5.81
BlackRock TIPS PLUS	6.13	5.82

Stable Value	1 year gross return	1 year net return
PIMCO Mod Dur Core Stable Value	4.30	4.09
IBEW NECA Stable Value Trust Premier Cl	2.88	0.00
Fiduciary Capital Mgt FCM/GIC Stable Val	2.79	2.55
T. Rowe Price Stable Value	2.71	2.46
Galliard Stable Value Composite	2.61	2.20
BMO Employee Benefit Stable Principal Fd	2.47	2.07
Invesco Stable Value	2.26	2.04
JPMorgan US FI Stable Value (NY)	2.16	1.97
Columbia Stable Value â€“ Government Strat	2.11	1.91
Riversource Trust Stable Capital Fund J	2.10	1.59

Stable Value	5 year gross return	5 year net return
PIMCO Mod Dur Core Stable Value	5.38	5.16
T. Rowe Price Stable Value	3.85	3.64
Fiduciary Capital Mgt FCM/GIC Stable Val	3.78	3.54
IBEW NECA Stable Value Trust Premier Cl	3.57	0.00
Galliard Stable Value Composite	3.51	3.10
Invesco Stable Value	3.40	3.19
Columbia Stable Value â€“ Government Strat	3.22	3.01
Riversource Trust Stable Capital Fund J	3.11	2.60
BMO Employee Benefit Stable Principal Fd	2.94	2.53
Columbia Stable Value â€“ Inv Grade Strat	2.82	2.59

Emerging Markets Bond	1 year gross return	1 year net return
Logan Circle Emerging Markets Debt	17.44	16.77
GMO Emerging Country Debt Strategy	17.33	16.49
Ashmore Emerg Mkts Corp Dbt (Broad) Comp	16.78	15.46
Invesco Emerging Market Corporate Bond	15.68	14.94
TCW Emerging Markets Fixed Income	14.46	13.84
Franklin Templeton Emg Mkt Debt Opp	14.17	13.37
Prudential Fixed Inc Emerging Mkts Debt	13.56	12.81
Columbia Emerging Markets Fixed Income	13.43	12.87
FFTW EMD Corporate Debt	13.11	12.45
Payden & Rygel Emerging Markets	13.07	12.52

Emerging Markets Bond	5 year gross return	5 year net return
TCW Emerging Markets Fixed Income	15.25	14.55
Logan Circle Emerging Markets Debt	15.14	14.49
Ashmore Emerg Mkts Corp Dbt (Broad) Comp	13.44	12.16
DCM - Emerging Markets Debt	13.10	12.43
Columbia Emerging Markets Fixed Income	12.75	11.83
GMO Emerging Country Debt Strategy	12.39	11.55
Wellington Emerging Markets Debt	12.38	11.71
Stone Harbor EMD Total Return	12.34	11.72
AEGON Emerging Markets - Glb Diversified	11.98	11.58
Pyramis Emerging Market Debt Composite	11.95	11.23

World Allocation	1 year gross return	1 year net return
Niemann Dynamic Sector	22.80	20.69
PanAgora Risk Parity Multi Asset Plus	17.15	15.89
CapGuard/Intl Absolute Income Grower	14.94	14.14
GEAM Global Select Equity	14.62	13.83
Baillie Gifford Overseas Global Alpha	13.49	12.77
LIS Model V Taxable	13.48	12.64
Loring Ward Global Equity DFA	13.46	13.16
LIS Model V Tax Deferred	13.39	12.55
LAAP Model V	13.11	12.66
Loring Ward Global Equity DFA TM	13.05	12.75

World Allocation	5 year gross return	5 year net return
Keystone Wealth Alpha Rotation	24.48	23.00
TTM Momentum Growth Strategy	14.04	13.51
TTM All Weather Strategy	12.58	11.92
TTM Institutional Growth Strategy	11.64	11.06
TTM Market Masters Strategy	11.28	11.18
Innealta Country Rotation Model	9.73	7.52
TTM Endowment Strategy	9.23	9.13
PanAgora Risk Parity Multi Asset Plus	8.14	6.72
PIMCO All Asset Strategy	7.97	6.99
IVA Diversified Global	7.75	6.77

Conservative Allocation	1 year gross return	1 year net return
WBI Balanced Plus	16.57	15.00
Parametric Tax-Adv Enhanced Income	16.04	15.64
Farr Miller & Wash FMW Gr & Inc	15.73	15.05
Parametric Enhanced Income	14.99	14.60
Westwood Mgmt Corp. Inc Opportunity	13.87	13.61
NWQ Flexible Income	13.70	13.06
Sowell Total Return	12.57	10.73
Donaldson Endowment - Cornerstone	12.50	11.50
FPA Contrarian Value	12.25	11.01
TCIA ETF Level 1	11.97	10.42

Conservative Allocation	5 year gross return	5 year net return
Clark Navigator MultiStrategy 25-75(SAI)	13.61	11.76
IWM Income Model	11.83	11.82
PageOne SIP Plus	11.53	9.62
Clark Navigator MultiStrategy 50-50(SAI)	11.50	9.80
Innealta Sector Rotation Core Model	9.97	7.71
MCA Conservative Portfolios	9.56	8.74
WBI Balanced Plus	9.32	7.74
Westwood Mgmt Corp. Inc Opportunity	9.27	8.73
SFS Proactive Conservative Growth	9.05	8.40
Donaldson Endowment - Cornerstone	8.60	7.68

Moderate Allocation	1 year gross return	1 year net return
Advisors Asset Mgt Tactical Income	20.67	20.00
Ken Roberts Diversified Income Strategy	18.30	17.84
Punch Income Composite	18.17	17.05
First Trust FTA Eq Inc Closed-End Fd	15.86	14.06
Dunn Warren Equity Income Portfolio	15.80	13.53
Advisors Capital Mgt Balanced	15.64	14.25
Hilton Capital Yield Plus	15.61	14.55
Johnson Institutional Mgt Enhanced Index	15.53	15.27
Winterset Active/Edge Moderate Hybrid	15.32	13.04
Astor S.T.A.R. Program	15.23	13.53

Moderate Allocation	5 year gross return	5 year net return
Winterset Active/Edge Aggr Gr (ProFunds)	33.85	31.21
Winterset Active/Edge Moderate Hybrid	25.01	22.53
Good Harbor U.S. Tactical Core	19.66	18.32
CMG Opportunistic All Asset Strategy	19.08	16.18
CMG Opportunistic All Asset ETF Strategy	18.85	17.51
Clark Navigator Glbl Bal ETF 20-80 Hdgd	12.31	12.17
IWM Growth	12.12	12.11
IWM Moderate Growth	12.01	12.00
IWM Moderate	11.19	11.13
Advisors Asset Mgt Tactical Income	10.97	10.17

Target Date 2000-2010	1 year gross return	1 year net return
Principal Trust Target 2010 I	8.87	8.85
Principal Trust Target 2010 I10	8.87	8.73
Principal Trust Target 2010 I25	8.87	8.71
Principal Trust Target 2010 Fund R6	8.87	8.57
Principal Trust Target 2010 Fund R5	8.87	8.37
Principal Trust Target 2010 Fund R4	8.87	8.30
Principal Trust Target 2010 Fund R3	8.87	8.16
Principal Trust Target 2010 Fund R2	8.87	8.04
Principal Trust Target 2010 Fund R1	8.87	7.99
JPMorgan Commingled Pension Sr2010 C Cl	8.64	8.21

Target Date 2000-2010	5 year gross return	5 year net return
JPMorgan Commingled Pension Sr Inc C Cl	6.15	5.74
JPMorgan Commingled Pension Sr2010 C Cl	5.81	5.39
Principal Trust Target 2010 I	0.00	0.00
Principal Trust Target 2010 I10	0.00	0.00
Principal Trust Target 2010 I25	0.00	0.00
SSgA Target Retirement 2010 NL Ser A	0.00	6.33
SSgA Target Retirement 2010 SL Fd Cl II	0.00	6.23
Principal Trust Target 2010 Fund R6	0.00	0.00
SSgA Target Retirement 2010 NL Ser C	0.00	6.31
Principal Trust Target 2010 Fund R5	0.00	0.00

Target Date 2011-2015	1 year gross return	1 year net return
SSgA Target Retirement 2015 SL Fd Cl II	11.18	10.13
Principal Trust Target 2015 I	9.76	9.72
Principal Trust Target 2015 I10	9.76	9.68
Principal Trust Target 2015 I25	9.76	9.48
Principal Trust Target 2015 Fund R6	9.76	9.41
Principal Trust Target 2015 Fund R5	9.76	9.30
Principal Trust Target 2015 Fund R4	9.76	9.05
Principal Trust Target 2015 Fund R3	9.76	8.89
Principal Trust Target 2015 Fund R2	9.76	8.77
Principal Trust Target 2015 Fund R1	9.76	8.67

Target Date 2011-2015	5 year gross return	5 year net return
JPMorgan Commingled Pension Sr2015 C Cl	6.25	5.68
Meeder Age-based 60-62	4.72	4.72
SSgA Target Retirement 2015 NL Ser A	0.00	6.67
SSgA Target Retirement 2015 SL Fd Cl II	0.00	6.56
SSgA Target Retirement 2015 NL Ser C	0.00	6.61
SSgA Target Retirement 2015 SL Fd Cl III	0.00	6.28
SSgA Target Retirement 2015 NL Ser D	0.00	6.26
SSgA Target Retirement 2015 SL Ser VI	0.00	6.27
Principal Trust Target 2015 I	0.00	0.00
Principal Trust Target 2015 I10	0.00	0.00

Target Date 2016-2020	1 year gross return	1 year net return
JPMorgan Commingled Pension Sr2020 C Cl	10.59	9.94
Principal Trust Target 2020 I	10.58	10.52
Principal Trust Target 2020 I10	10.58	10.19
Principal Trust Target 2020 Fund R6	10.58	10.11
Principal Trust Target 2020 Fund R5	10.58	10.05
Principal Trust Target 2020 Fund R4	10.58	10.00
Principal Trust Target 2020 I25	10.58	9.86
Principal Trust Target 2020 Fund R3	10.58	9.73
Principal Trust Target 2020 Fund R2	10.58	9.56
Principal Trust Target 2020 Fund R1	10.58	9.39

Target Date 2016-2020	5 year gross return	5 year net return
JPMorgan Commingled Pension Sr2020 C Cl	6.27	5.64
Meeder Age-based 55-59	4.53	4.53
SSgA Target Retirement 2020 NL Ser A	0.00	6.69
SSgA Target Retirement 2020 SL Fd Cl II	0.00	6.62
SSgA Target Retirement 2020 NL Ser C	0.00	6.68
SSgA Target Retirement 2020 SL Fd Cl III	0.00	6.35
SSgA Target Retirement 2020 NL Ser D	0.00	6.33
SSgA Target Retirement 2020 SL Ser VI	0.00	6.33
Principal Trust Target 2020 I	0.00	0.00
JPMCB SmrtRetirmt Pasv Blnd 2020-C	0.00	0.00

Target Date 2021-2025	1 year gross return	1 year net return
Principal Trust Target 2025 I	11.38	11.37
Principal Trust Target 2025 I10	11.38	11.16
Principal Trust Target 2025 I25	11.38	10.77
Principal Trust Target 2025 Fund R6	11.38	10.60
Principal Trust Target 2025 Fund R4	11.38	10.59
Principal Trust Target 2025 Fund R5	11.38	10.56
Principal Trust Target 2025 Fund R3	11.38	9.97
Principal Trust Target 2025 Fund R2	11.38	9.85
Principal Trust Target 2025 Fund R1	11.38	9.83
JPMCB SmartRetiremt Passive Blend 2025	11.12	10.83

Target Date 2021-2025	5 year gross return	5 year net return
JPMorgan Commingled Pension Sr2025 C Cl	6.48	5.80
Meeder Age-based 50-54	4.33	4.33
SSgA Target Retirement 2025 NL Ser A	0.00	6.56
SSgA Target Retirement 2025 SL Fd Cl II	0.00	6.45
SSgA Target Retirement 2025 NL Ser C	0.00	6.48
Principal Trust Target 2025 I	0.00	0.00
SSgA Target Retirement 2025 SL Fd Cl III	0.00	6.18
SSgA Target Retirement 2025 NL Ser D	0.00	6.15
Principal Trust Target 2025 I10	0.00	0.00
SSgA Target Retirement 2025 SL Ser VI	0.00	6.15

Target Date 2026-2030	1 year gross return	1 year net return
JPMorgan Commingled Pension Sr2030 C Cl	11.74	10.98
Schwab Managed Retirement Tr Fd 2030 IV	11.64	11.12
Principal Trust Target 2030 I	11.59	11.60
Principal Trust Target 2030 I10	11.59	11.51
JPMCB SmartRetiremt Passive Blend 2030	11.59	11.30
Principal Trust Target 2030 I25	11.59	11.22
Principal Trust Target 2030 Fund R6	11.59	11.07
Principal Trust Target 2030 Fund R5	11.59	10.91
Principal Trust Target 2030 Fund R4	11.59	10.90
Principal Trust Target 2030 Fund R3	11.59	10.70

Target Date 2026-2030	5 year gross return	5 year net return
JPMorgan Commingled Pension Sr2030 C Cl	5.85	5.09
Meeder Age-based 45-49	4.14	4.14
SSgA Target Retirement 2030 NL Ser A	0.00	6.27
SSgA Target Retirement 2030 SL Fd Cl II	0.00	6.20
SSgA Target Retirement 2030 NL Ser C	0.00	6.23
SSgA Target Retirement 2030 SL Fd Cl III	0.00	5.94
Principal Trust Target 2030 I	0.00	0.00
SSgA Target Retirement 2030 NL Ser D	0.00	5.91
SSgA Target Retirement 2030 SL Ser VI	0.00	5.93
Principal Trust Target 2030 I10	0.00	0.00

Target Date 2031-2035	1 year gross return	1 year net return
Schwab Managed Retirement Tr Fd 2035 IV	12.20	11.66
JPMorgan Commingled Pension Sr2035 C Cl	12.01	11.19
JPMCB SmartRetiremt Passive Blend 2035	11.99	11.70
Principal Trust Target 2035 I	11.76	11.75
Principal Trust Target 2035 Fund R6	11.76	11.58
Principal Trust Target 2035 I10	11.76	11.56
Principal Trust Target 2035 Fund R5	11.76	11.43
Principal Trust Target 2035 Fund R4	11.76	11.43
Principal Trust Target 2035 I25	11.76	11.31
Principal Trust Target 2035 Fund R3	11.76	11.09

Target Date 2031-2035	5 year gross return	5 year net return
JPMorgan Commingled Pension Sr2035 C Cl	6.02	5.23
Meeder Age-based 44 and under	4.03	4.03
SSgA Target Retirement 2035 NL Ser A	0.00	5.88
SSgA Target Retirement 2035 SL Fd Cl II	0.00	5.78
SSgA Target Retirement 2035 NL Ser C	0.00	5.76
JPMCB SmrtRetirmt Pasv Blnd 2035-C	0.00	0.00
Principal Trust Target 2035 I	0.00	0.00
SSgA Target Retirement 2035 SL Fd Cl III	0.00	5.51
JPMCB SmartRetiremt Passive Blend 2035	0.00	0.00
SSgA Target Retirement 2035 NL Ser D	0.00	5.51

Target Date 2036-2040	1 year gross return	1 year net return
Schwab Managed Retirement Tr Fd 2040 IV	12.55	12.04
Principal Trust Target 2040 I	12.42	12.35
Principal Trust Target 2040 I25	12.42	12.20
Principal Trust Target 2040 I10	12.42	12.15
Principal Trust Target 2040 Fund R6	12.42	11.69
Principal Trust Target 2040 Fund R5	12.42	11.58
Principal Trust Target 2040 Fund R4	12.42	11.52
Principal Trust Target 2040 Fund R3	12.42	11.32
Principal Trust Target 2040 Fund R2	12.42	11.14
Principal Trust Target 2040 Fund R1	12.42	10.99

Target Date 2036-2040	5 year gross return	5 year net return
JPMorgan Commingled Pension Sr2040 C Cl	5.91	5.07
Principal Trust Target 2040 I	0.00	0.00
SSgA Target Retirement 2040 NL Ser A	0.00	5.79
Principal Trust Target 2040 I25	0.00	0.00
SSgA Target Retirement 2040 SL Fd Cl II	0.00	5.72
Principal Trust Target 2040 I10	0.00	0.00
SSgA Target Retirement 2040 NL Ser C	0.00	5.72
Schwab Managed Retirement Tr Fd 2040 IV	0.00	4.68
SSgA Target Retirement 2040 SL Fd Cl III	0.00	5.48
JPMCB SmrtRetirmt Pasv Blnd 2040-C	0.00	0.00

Target Date 2041-2045	1 year gross return	1 year net return
Schwab Managed Retirement Tr Fd 2045 IV	12.87	12.37
Principal Trust Target 2045 I10	12.65	12.59
Principal Trust Target 2045 I	12.65	12.58
Principal Trust Target 2045 I25	12.65	12.30
Principal Trust Target 2045 Fund R5	12.65	12.18
Principal Trust Target 2045 Fund R6	12.65	12.15
Principal Trust Target 2045 Fund R4	12.65	12.09
Principal Trust Target 2045 Fund R3	12.65	11.57
Principal Trust Target 2045 Fund R2	12.65	11.43
Principal Trust Target 2045 Fund R1	12.65	11.32

Target Date 2041-2045	5 year gross return	5 year net return
JPMorgan Commingled Pension Sr2045 C Cl	6.04	5.25
Principal Trust Target 2045 I10	0.00	0.00
Principal Trust Target 2045 I	0.00	0.00
Schwab Managed Retirement Tr Fd 2045 IV	0.00	4.74
Principal Trust Target 2045 I25	0.00	0.00
SSgA Target Retirement 2045 NL Ser A	0.00	5.87
SSgA Target Retirement 2045 SL Fd Cl II	0.00	5.80
Principal Trust Target 2045 Fund R5	0.00	0.00
Principal Trust Target 2045 Fund R6	0.00	0.00
SSgA Target Retirement 2045 NL Ser C	0.00	5.74

Retirement Income	1 year gross return	1 year net return
TCW Relative Value Balanced	15.42	12.04
TAG Tactical Income	11.02	10.22
Windham Multi-Asset Income Portfolio	10.61	10.19
JPMCB SmartRetiremt Passive Blend Income	8.76	8.48
Palladiem Sustainable Income Strategy	7.70	7.10
Ladenburg LAMP Specialty Enhanced Income	6.89	5.48
Schwab Managed Retirement Tr Fd Inc IV	6.88	6.40
Principal Trust Income I	6.84	6.80
Principal Trust Income I10	6.84	6.70
Principal Trust Income I25	6.84	6.48

Retirement Income	5 year gross return	5 year net return
Ladenburg LAMP Specialty Enhanced Income	8.17	7.57
TCW Relative Value Balanced	6.62	3.48
Ladenburg LAMP Specialty Conserv Income	6.16	5.66
Ladenburg LAMP ETF Income	4.48	2.94
Ladenburg Thalmann LAMP NTF Income	3.92	2.31
Ladenburg LAMP MF Income	3.85	2.24
Ladenburg LAMP Tax-Sensitive Income	3.17	1.41
TAG Tactical Income	0.00	0.00
Windham Multi-Asset Income Portfolio	0.00	0.00
JPMCB SmartRetiremt Passive Blend Income	0.00	0.00

Recommended for You

S&P 500 Dividend Aristocrats produces better returns, lower risk than overall index

S&P 500 Dividend Aristocrats produces better returns, lower risk than overall index

60/40 portfolio's sharp rebound in November

60/40 portfolio's sharp rebound in November

Hedge funds' quarterly performance flat; equity, fixed income down

Hedge funds' quarterly performance flat; equity, fixed income down

Open Window of Opportunity in Real Estate

Sponsored Content: Open Window of Opportunity in Real Estate

Sponsored

White Papers

What a Fed pivot and ‘higher for longer’ mean for emerging markets

A Guide to Home Equity Investments: The Untapped Real Estate Asset Class

How to Modernize a School District Retirement Plan

Q4 2023 Credit Outlook: Price Is What You Pay, Value Is What You Get

There's More Than One Way to Be a Climate Investor

Exploring the Commercial Application of Artificial Intelligence

Sponsored Content

Partner Content

The Industrialization of ESG Investment

For institutional investors, ETFs can make meeting liquidity needs easier

Gold: the most effective commodity investment

2021 Investment Outlook | Investing Beyond the Pandemic: A Reset for Portfolios

Ten ways retirement plan professionals add value to plan sponsors

Gold: an efficient hedge