| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Wells Fargo Enhanced Stock Market Fund N | 31.00 | 14.96 |
| Wells Fargo S&P 500 Index Fund N | 30.28 | 13.96 |
| CS McKee Core Equity CIT | 29.68 | 5.41 |
| Wells Fargo Large Cap Intrinsic Value N | 29.38 | 16.65 |
| Wells Fargo Enhanced Stock Market N20 | 27.08 | 14.71 |
| SSgA NASDAQ 100 Index Fund - Class A | 18.40 | 3.75 |
| SSgA Active U.S. Large Cap Blend NL Cl A | 16.85 | 16.14 |
| SSgA S&P 500 Index Fund - Class L | 16.05 | 13.75 |
| RhumbLine S&P 500 Pooled Index CF | 15.96 | 15.96 |
| SMA S&P Composite 1500 Index Fund Cl A | 15.93 | 14.16 |
| Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Large Cap Research S1 | 7.15 | 6.53 |
| Blackrock Alpha Advantage 3000 | 7.11 | 6.70 |
| Mellon Cap EB DO Large Cap Core Fund | 7.06 | 6.33 |
| The Vanguard Total Stock Market Index | 6.64 | 6.61 |
| QMA Wilshire 5000 Indexing CF | 6.45 | 6.35 |
| Blackrock Russ 1000 Alpha Tilts CF | 6.41 | 5.93 |
| RhumbLine S&P 500 Pooled Index CF | 6.36 | 6.35 |
| The Vanguard Russell 3000 Index | 6.36 | 6.36 |
| RhumbLine Russell 1000 Pooled Index CF | 6.35 | 6.35 |
| Columbia Trust Large Cap Index Fund | 6.29 | 6.02 |
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Wells Fargo S&P MidCap Index Fund N | 28.58 | 17.88 |
| Blackrock Extended Alpha Tilts CF | 23.25 | 22.71 |
| Mellon Cap EB DO Mid Cap Core Fund | 22.92 | 22.20 |
| The Boston Mid-Cap Opp Value Equity CF | 21.66 | 20.72 |
| Burgundy US Small/Mid Cap Fund | 21.47 | 20.40 |
| Amalgamated Bank Longview Qnt Mid Cap CF | 20.84 | 20.18 |
| QMA US Mid Cap Core Equity Fund | 20.54 | 19.89 |
| LMCG MidCap Core Collective Fund | 20.37 | 19.85 |
| Pyramis Small/Mid Cap Core Pool | 19.12 | 18.36 |
| Blackrock Mid Cap Eq Idx Fund CF | 17.93 | 17.86 |
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Pyramis Small/Mid Cap Core Pool | 13.99 | 13.26 |
| Burgundy US Small/Mid Cap Fund | 12.92 | 11.90 |
| The Boston Mid-Cap Opp Value Equity CF | 12.21 | 11.32 |
| Mellon Cap EB DO Mid Cap Core Fund | 11.64 | 10.87 |
| Blackrock Extended Alpha Tilts CF | 11.47 | 10.94 |
| Amalgamated Bank Longview Qnt Mid Cap CF | 11.43 | 10.83 |
| Westwood Mgt Corp. SMid (EB) CF | 11.37 | 10.34 |
| QMA US Mid Cap Core Equity Fund | 11.26 | 10.65 |
| Comerica MidCap 400 - Inst Class | 10.10 | 10.10 |
| Blackrock Mid Cap Eq Idx Fund CF | 9.96 | 9.88 |
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Wells Fargo Russell 2000 Index Fund N | 32.31 | 16.56 |
| Thomson Horstmann & Bryant Micro Cap Eq | 24.99 | 23.52 |
| Pyramis Small Cap Core Pool | 22.30 | 21.34 |
| Wellington CIF II Small Cap 2000 S1 | 19.37 | 18.40 |
| WTFSC Small Comp Diversified Value Cl 60 | 17.36 | 15.94 |
| WTFSC Small Comp Diversified Value Cl 0 | 17.28 | 17.14 |
| RAM Small-Cap Trust | 16.86 | 16.27 |
| The Boston Small Cap Opp Val Eq Mgt CF | 16.86 | 15.71 |
| EB DL Small Cap Stock Index Fund UC3 | 16.79 | 16.44 |
| Mellon Cap DL Market Completion Fund | 16.73 | 16.63 |
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| The Boston Small Cap Opp Val Eq Mgt CF | 15.34 | 14.21 |
| WTFSC Small Comp Diversified Value Cl 0 | 12.35 | 12.25 |
| Pyramis Small Cap Core Pool | 12.16 | 11.27 |
| Comerica SmallCap 600 - Inst Class | 9.82 | 9.82 |
| First Citizens Small Cap Fund | 9.64 | 9.64 |
| RAM Small-Cap Trust | 9.55 | 8.56 |
| Thomson Horstmann & Bryant Micro Cap Eq | 9.45 | 8.03 |
| Wellington CIF II Small Cap Opps | 9.31 | 8.38 |
| BlackRock Russell 2000 Index Fund 96 | 9.29 | 8.24 |
| Comerica SmallCap 600 - Class A | 9.28 | 9.11 |
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Wells Fargo Large Cap Growth Index N | 29.30 | 10.06 |
| Wells Fargo Large Cap Growth CIT N | 27.96 | 2.88 |
| SMA Large Company Growth Fund | 15.65 | 9.87 |
| EB Large Cap Growth 50 | 15.00 | 4.81 |
| Wellington CIF US Research Equity | 14.51 | 13.83 |
| Pyramis Earnings Growth Pool | 14.45 | 13.66 |
| Blackrock Eq Gr Fund CF | 11.67 | 11.58 |
| Comerica LargeCap Growth | 11.61 | 11.61 |
| WTFSC Strategic Growth Portfolio Cl 45 | 11.49 | 10.30 |
| WTFSC Strategic Growth Portfolio Cl 0 | 11.43 | 11.35 |
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| ING Large Cap Growth R1000G CIT | 9.04 | 8.47 |
| UBS U.S. Large Cap Growth Equity CF | 8.21 | 7.17 |
| Pyramis Earnings Growth Pool | 8.17 | 7.42 |
| Benefit Meritage Growth Equity Fund | 8.13 | 7.12 |
| Blackrock Eq Gr Fund CF | 7.59 | 7.51 |
| Comerica LargeCap Growth | 7.48 | 7.48 |
| Wellington CIF US Research Equity | 7.19 | 6.55 |
| Wellington CIF II Diversified Growth S1 | 6.82 | 6.21 |
| Wellington CIF II Growth S1 | 6.67 | 6.07 |
| Schwab Instl Lrg Cap Growth Tr Fd-Instl | 6.65 | 5.95 |
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| CCI SMID Cap Growth Equity Fund | 21.33 | 21.33 |
| Wellington CIF II Mid Cap Opportunity S2 | 17.44 | 16.87 |
| Wellington CIF II Mid Cap Opportunity S1 | 17.44 | 16.72 |
| Wellington CIF II Mid Cap Opportunity S3 | 17.44 | 16.63 |
| Champlain Mid Cap Fund, LLC | 16.07 | 15.10 |
| WTFSC Mid-Cap Growth Portfolio Cl 60 | 10.51 | 9.17 |
| WTFSC Mid-Cap Growth Portfolio Cl 45 | 10.48 | 9.30 |
| WTFSC Mid-Cap Growth Portfolio Cl R | 10.43 | 9.74 |
| WTFSC Mid-Cap Growth Portfolio Cl 0 | 10.39 | 10.31 |
| Columbia Trust Mid Cap Growth Fund C | 9.21 | 8.34 |
| Mid-Cap Growth | 5 year gross return | 5 year net return |
|---|---|---|
| WTFSC Mid-Cap Growth Portfolio Cl 0 | 10.22 | 10.15 |
| Wellington CIF II Mid Cap Opportunity S1 | 8.39 | 7.70 |
| Wellington CIF II Mid Cap Opportunity S2 | 8.38 | 7.84 |
| Columbia Trust Mid Cap Growth Fund C | 7.89 | 6.86 |
| Wellington CIF II Mid Cap Growth S1 | 6.29 | 5.51 |
| CCI SMID Cap Growth Equity Fund | 0.00 | 0.00 |
| Wellington CIF II Mid Cap Opportunity S3 | 0.00 | 0.00 |
| Champlain Mid Cap Fund, LLC | 0.00 | 0.00 |
| FMT/T. Rowe Price Mid-Cap Growth R1 | 0.00 | 9.18 |
| FMT/iShares Russell MidCap Growth Idx R1 | 0.00 | 7.47 |
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| CS McKee Small-Cap Equity CIT | 33.81 | 8.02 |
| Wells Fargo/Multi-Manager Sm Cap CIT F | 17.48 | 17.48 |
| Eaton Vance Small Cap Core Eq CIT | 15.92 | 14.89 |
| Champlain Small Company Fund, LLC | 15.85 | 14.71 |
| Pyramis Small Company Pool | 15.75 | 14.84 |
| BlackRock Russell 2000 Growth Idx Fd 96 | 15.34 | 14.20 |
| BlackRock Russell 2000 Growth Idx Fd 66 | 15.00 | 14.20 |
| WTFSC Small Company Growth Port Cl 45 | 14.99 | 13.88 |
| BlackRock Russell 2000 Growth Idx Fd 46 | 14.94 | 14.37 |
| BlackRock Russell 2000 Growth Idx Fd 31 | 14.90 | 14.51 |
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| WTFSC Small Company Growth Port Cl 0 | 13.19 | 13.12 |
| Champlain Small Company Fund, LLC | 11.36 | 10.29 |
| BlackRock Russell 2000 Growth Idx Fd 96 | 10.07 | 9.02 |
| BlackRock Russell 2000 Growth Idx Fd 46 | 9.82 | 9.31 |
| BlackRock Russell 2000 Growth Index Fd 8 | 9.68 | 9.58 |
| BlackRock Russell 2000 Growth Index Fd 6 | 9.63 | 9.56 |
| The Vanguard Russell 2000 Growth Index | 9.41 | 9.41 |
| Pyramis Small Company Pool | 9.28 | 8.41 |
| Hillsdale US Performance Equity Fund | 8.91 | 6.73 |
| Ranger Small-Cap Fund, L.P. | 8.05 | 6.99 |
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| CS McKee Value Equity CIT | 32.87 | 11.98 |
| Wells Fargo Large Cap Value Index Fund N | 31.02 | 18.77 |
| Schwab Instl Lrg Cap Value Tr Fd-Instl | 20.75 | 20.28 |
| Schwab Instl Lrg Cap Value Tr Fd-Ret | 20.74 | 19.99 |
| Brandywine Dynamic Large Cap Value BIT | 20.61 | 19.73 |
| Delaware Lg-Cap Val Focus(CIT) | 20.00 | 19.22 |
| The Boston US Dynamic Large Cap Value CF | 19.12 | 18.36 |
| PGI U.S. Value Equity Fund | 19.10 | 19.10 |
| The Boston US Dynamic Large Cap Value EB | 18.93 | 18.17 |
| Blackrock Russ 1000 Val Idx (for DC) | 18.82 | 18.75 |
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| Brandywine Dynamic Large Cap Value BIT | 10.05 | 9.24 |
| Artisan Value Equity | 7.16 | 6.56 |
| Brandywine Diversified Lg Cap Val BIT | 6.90 | 6.11 |
| Wellington CIF Value | 6.77 | 6.58 |
| Wellington CIF II Research Value | 6.27 | 5.75 |
| Mellon Cap EB Large Cap Stock Index Fund | 6.21 | 6.07 |
| Invesco US Quantitative Core Trust | 6.15 | 5.60 |
| Mellon Cap EB DL Large Cap Stock Indx Fd | 6.09 | 5.96 |
| First Citizens Large Cap Equity Fund | 6.08 | 6.08 |
| QMA Value Equity CF | 5.89 | 5.20 |
| Mid-Cap Value | 1 year gross return | 1 year net return |
|---|---|---|
| Comerica Dividend Income Strategy CIF | 21.43 | 21.43 |
| RidgeWorth Mid-Cap Value Equity | 20.84 | 19.93 |
| American Century U.S. Mid Cap Value CIT | 19.42 | 18.66 |
| Robeco WPG Mid-Cap Disc Eq Trust | 18.95 | 18.13 |
| Brandywine Mid Cap Value Equity BIT | 17.76 | 16.78 |
| WTFSC Mid Cap Fundamental Val Port Cl 60 | 16.47 | 15.11 |
| WTFSC Mid Cap Fundamental Val Port Cl R | 16.37 | 15.70 |
| WTFSC Mid Cap Fundamental Val Port Cl 0 | 16.29 | 16.21 |
| First Citizens Mid Cap Fund | 14.99 | 14.99 |
| Speece Thorson Value Fund | 12.93 | 11.92 |
| Mid-Cap Value | 5 year gross return | 5 year net return |
|---|---|---|
| Speece Thorson Value Fund | 11.40 | 10.39 |
| WTFSC Mid Cap Fundamental Val Port Cl 0 | 11.18 | 11.12 |
| First Citizens Mid Cap Fund | 8.41 | 8.41 |
| Robeco WPG Mid-Cap Disc Eq Trust | 7.70 | 6.94 |
| Brandywine Mid Cap Value Equity BIT | 7.46 | 6.55 |
| Comerica Dividend Income Strategy CIF | 0.00 | 0.00 |
| RidgeWorth Mid-Cap Value Equity | 0.00 | 0.00 |
| FMT/iShares Russell Mid-Cap Value Idx R1 | 0.00 | 7.80 |
| Transamerica Partners Mid Value - CTF | 0.00 | 0.00 |
| American Century U.S. Mid Cap Value CIT | 0.00 | 0.00 |
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| Edge SMID Cap Value Equity Fund | 23.31 | 23.31 |
| Brandywine Diversified Small Cap BIT | 20.48 | 19.53 |
| Brandywine Diversified Small Cap GT | 20.44 | 19.50 |
| Brandywine Diversified Sm Cap Select BIT | 20.12 | 19.18 |
| Invesco US Quantitative Sm Value Trust | 18.62 | 17.74 |
| The Vanguard Russell 2000 Value Index | 18.16 | 18.16 |
| BlackRock Russell 2000 Value Index Fd 96 | 18.16 | 17.00 |
| BlackRock Russell 2000 Value Index Fd 46 | 17.68 | 17.10 |
| BlackRock Russell 2000 Value Index Fd 31 | 17.59 | 17.18 |
| BlackRock Russell 2000 Value Index Fd 8 | 17.37 | 17.20 |
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Brandywine Institutional Small Cap BIT | 12.34 | 11.24 |
| Donald Smith & Co. Sm-Cap Val Eq CF | 10.99 | 10.16 |
| Invesco US Quantitative Sm Value Trust | 10.13 | 9.29 |
| WTFSC Small Company Value Portfolio Cl 0 | 9.47 | 9.40 |
| Invesco US Quantitative Small Core Trust | 8.98 | 9.01 |
| BlackRock Russell 2000 Value Index Fd 96 | 8.05 | 7.01 |
| BlackRock Russell 2000 Value Index Fd 46 | 7.83 | 7.33 |
| BlackRock Russell 2000 Value Index Fd 31 | 7.79 | 7.44 |
| BlackRock Russell 2000 Value Index Fd 8 | 7.69 | 7.59 |
| BlackRock Russell 2000 Value Index Fd 6 | 7.67 | 7.59 |
| Financial | 1 year gross return | 1 year net return |
|---|---|---|
| Associated Banc Corp Stock Fund | 12.01 | 12.01 |
| FMT/T. Rowe Price Financial Services R1 | 0.00 | 18.50 |
| Financial | 5 year gross return | 5 year net return |
|---|---|---|
| Associated Banc Corp Stock Fund | -10.03 | -10.03 |
| FMT/T. Rowe Price Financial Services R1 | 0.00 | 0.00 |
| Health | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/T. Rowe Price Health Sciences R1 | 0.00 | 28.31 |
| FMT/SPDR Health Care Sector R1 | 0.00 | 23.16 |
| Health | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/T. Rowe Price Health Sciences R1 | 0.00 | 0.00 |
| FMT/SPDR Health Care Sector R1 | 0.00 | 9.22 |
| Natural Resources | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/Ivy Global Natural Resources R1 | 0.00 | 0.56 |
| Natural Resources | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/Ivy Global Natural Resources R1 | 0.00 | -6.61 |
| Equity Precious Metals | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/First Eagle Gold Fund R1 | 0.00 | -17.40 |
| Equity Precious Metals | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/First Eagle Gold Fund R1 | 0.00 | 1.30 |
| Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| PGI Global Property Securities Fund | 24.16 | 24.16 |
| Pyramis U.S. Real Estate Invest Tr CIT | 17.48 | 16.79 |
| AEW Real Estate Securities Divers Trust | 13.72 | 13.05 |
| WTFSC Total Return REIT Portfolio Cl 60 | 13.65 | 12.34 |
| WTFSC Total Return REIT Portfolio Cl 0 | 13.58 | 13.43 |
| WTFSC Total Return REIT Portfolio Cl 45 | 13.56 | 12.42 |
| Blackrock US Real Estate Sec Idx | 13.11 | 12.97 |
| Security Capital Preferred Growth | 12.51 | 11.48 |
| PRREF CIT | 12.40 | 12.40 |
| FMT/DFA Real Estate Securities R1 | 0.00 | 13.81 |
| Real Estate | 5 year gross return | 5 year net return |
|---|---|---|
| Pyramis U.S. Real Estate Invest Tr CIT | 8.47 | 7.78 |
| Security Capital Preferred Growth | 8.36 | 7.23 |
| WTFSC Total Return REIT Portfolio Cl 0 | 7.80 | 7.70 |
| Blackrock US Real Estate Sec Idx | 6.01 | 5.87 |
| PRREF CIT | -1.94 | -2.51 |
| PGI Global Property Securities Fund | 0.00 | 0.00 |
| FMT/DFA Real Estate Securities R1 | 0.00 | 5.91 |
| FMT/Nuveen Real Estate Securities R1 | 0.00 | 8.01 |
| Invesco US REITs Trust | 0.00 | 6.89 |
| AEW Real Estate Securities Divers Trust | 0.00 | 6.70 |
| Technology | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/SPDR Technology Sector R1 | 0.00 | 1.68 |
| Technology | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/SPDR Technology Sector R1 | 0.00 | 6.73 |
| Utilities | 1 year gross return | 1 year net return |
|---|---|---|
| FMT Global Infrastructure R1 | 0.00 | 12.34 |
| Utilities | 5 year gross return | 5 year net return |
|---|---|---|
| FMT Global Infrastructure R1 | 0.00 | 4.64 |
| Equity Energy | 1 year gross return | 1 year net return |
|---|---|---|
| SteelPath MLP 40 Institutional Trust R1 | 0.00 | 24.69 |
| FMT/SPDR Energy Sector R1 | 0.00 | 12.02 |
| Equity Energy | 5 year gross return | 5 year net return |
|---|---|---|
| SteelPath MLP 40 Institutional Trust R1 | 0.00 | 0.00 |
| FMT/SPDR Energy Sector R1 | 0.00 | 2.70 |
| Aggressive Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| First Trust All Eq Allc Portfolio, R1 | 22.57 | 12.23 |
| First Trust All Eq Allc Portfolio, R2 | 22.17 | 11.74 |
| First Trust All Eq Allc Portfolio, R3 | 21.79 | 11.76 |
| Manning & Napier Pro-Mix Max Term CIT | 13.43 | 13.43 |
| Stadion Growth Fund, Class 2 | 13.00 | 11.89 |
| Stadion Growth Fund CL 6 | 12.99 | 12.44 |
| Stadion Growth Fund CL 5 | 12.99 | 12.31 |
| Stadion Growth Fund CL 1 | 12.99 | 12.22 |
| Evaluator Growth CRP II | 12.22 | 12.22 |
| Benefit Stadion Managed Class 1 | 11.93 | 11.16 |
| Aggressive Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Manning & Napier Pro-Mix Max Term CIT | 5.60 | 5.60 |
| Associated ASAP Aggressive Growth Fund | 5.52 | 5.52 |
| Associated Aggressive Growth LifeStage | 5.52 | 5.52 |
| Associated ASAP Growth Fund | 5.23 | 5.23 |
| Associated Growth LifeStage | 5.17 | 5.17 |
| TD Ameritrade Managed Retirement Aggre I | 4.57 | 4.57 |
| TD Ameritrade Managed Retirement Aggr II | 4.35 | 4.35 |
| First Trust All Eq Allc Portfolio, R1 | -2.54 | 3.16 |
| First Trust All Eq Allc Portfolio, R2 | -3.28 | 2.38 |
| First Trust All Eq Allc Portfolio, R3 | -3.44 | 2.27 |
| Bank Loan | 1 year gross return | 1 year net return |
|---|---|---|
| Shenkman Capital Mgt High Yld Bank Loan | 6.87 | 6.29 |
| Pru Bank Loans CIT Inst Class | 0.00 | 0.00 |
| Bank Loan | 5 year gross return | 5 year net return |
|---|---|---|
| Shenkman Capital Mgt High Yld Bank Loan | 5.02 | 4.42 |
| Pru Bank Loans CIT Inst Class | 0.00 | 0.00 |
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| Edge SMID Cap Value Equity Fund | 23.31 | 23.31 |
| Brandywine Diversified Small Cap BIT | 20.48 | 19.53 |
| Brandywine Diversified Small Cap GT | 20.44 | 19.50 |
| Brandywine Diversified Sm Cap Select BIT | 20.12 | 19.18 |
| Invesco US Quantitative Sm Value Trust | 18.62 | 17.74 |
| The Vanguard Russell 2000 Value Index | 18.16 | 18.16 |
| BlackRock Russell 2000 Value Index Fd 96 | 18.16 | 17.00 |
| BlackRock Russell 2000 Value Index Fd 46 | 17.68 | 17.10 |
| BlackRock Russell 2000 Value Index Fd 31 | 17.59 | 17.18 |
| BlackRock Russell 2000 Value Index Fd 8 | 17.37 | 17.20 |
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Brandywine Institutional Small Cap BIT | 12.34 | 11.24 |
| Donald Smith & Co. Sm-Cap Val Eq CF | 10.99 | 10.16 |
| Invesco US Quantitative Sm Value Trust | 10.13 | 9.29 |
| WTFSC Small Company Value Portfolio Cl 0 | 9.47 | 9.40 |
| Invesco US Quantitative Small Core Trust | 8.98 | 9.01 |
| BlackRock Russell 2000 Value Index Fd 96 | 8.05 | 7.01 |
| BlackRock Russell 2000 Value Index Fd 46 | 7.83 | 7.33 |
| BlackRock Russell 2000 Value Index Fd 31 | 7.79 | 7.44 |
| BlackRock Russell 2000 Value Index Fd 8 | 7.69 | 7.59 |
| BlackRock Russell 2000 Value Index Fd 6 | 7.67 | 7.59 |
| Mid-Cap Value | 1 year gross return | 1 year net return |
|---|---|---|
| Comerica Dividend Income Strategy CIF | 21.43 | 21.43 |
| RidgeWorth Mid-Cap Value Equity | 20.84 | 19.93 |
| American Century U.S. Mid Cap Value CIT | 19.42 | 18.66 |
| Robeco WPG Mid-Cap Disc Eq Trust | 18.95 | 18.13 |
| Brandywine Mid Cap Value Equity BIT | 17.76 | 16.78 |
| WTFSC Mid Cap Fundamental Val Port Cl 60 | 16.47 | 15.11 |
| WTFSC Mid Cap Fundamental Val Port Cl R | 16.37 | 15.70 |
| WTFSC Mid Cap Fundamental Val Port Cl 0 | 16.29 | 16.21 |
| First Citizens Mid Cap Fund | 14.99 | 14.99 |
| Speece Thorson Value Fund | 12.93 | 11.92 |
| Mid-Cap Value | 5 year gross return | 5 year net return |
|---|---|---|
| Speece Thorson Value Fund | 11.40 | 10.39 |
| WTFSC Mid Cap Fundamental Val Port Cl 0 | 11.18 | 11.12 |
| First Citizens Mid Cap Fund | 8.41 | 8.41 |
| Robeco WPG Mid-Cap Disc Eq Trust | 7.70 | 6.94 |
| Brandywine Mid Cap Value Equity BIT | 7.46 | 6.55 |
| Comerica Dividend Income Strategy CIF | 0.00 | 0.00 |
| RidgeWorth Mid-Cap Value Equity | 0.00 | 0.00 |
| FMT/iShares Russell Mid-Cap Value Idx R1 | 0.00 | 7.80 |
| Transamerica Partners Mid Value - CTF | 0.00 | 0.00 |
| American Century U.S. Mid Cap Value CIT | 0.00 | 0.00 |
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| CS McKee Value Equity CIT | 32.87 | 11.98 |
| Wells Fargo Large Cap Value Index Fund N | 31.02 | 18.77 |
| Schwab Instl Lrg Cap Value Tr Fd-Instl | 20.75 | 20.28 |
| Schwab Instl Lrg Cap Value Tr Fd-Ret | 20.74 | 19.99 |
| Brandywine Dynamic Large Cap Value BIT | 20.61 | 19.73 |
| Delaware Lg-Cap Val Focus(CIT) | 20.00 | 19.22 |
| The Boston US Dynamic Large Cap Value CF | 19.12 | 18.36 |
| PGI U.S. Value Equity Fund | 19.10 | 19.10 |
| The Boston US Dynamic Large Cap Value EB | 18.93 | 18.17 |
| Blackrock Russ 1000 Val Idx (for DC) | 18.82 | 18.75 |
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| Brandywine Dynamic Large Cap Value BIT | 10.05 | 9.24 |
| Artisan Value Equity | 7.16 | 6.56 |
| Brandywine Diversified Lg Cap Val BIT | 6.90 | 6.11 |
| Wellington CIF Value | 6.77 | 6.58 |
| Wellington CIF II Research Value | 6.27 | 5.75 |
| Mellon Cap EB Large Cap Stock Index Fund | 6.21 | 6.07 |
| Invesco US Quantitative Core Trust | 6.15 | 5.60 |
| Mellon Cap EB DL Large Cap Stock Indx Fd | 6.09 | 5.96 |
| First Citizens Large Cap Equity Fund | 6.08 | 6.08 |
| QMA Value Equity CF | 5.89 | 5.20 |
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| CS McKee Small-Cap Equity CIT | 33.81 | 8.02 |
| Wells Fargo/Multi-Manager Sm Cap CIT F | 17.48 | 17.48 |
| Eaton Vance Small Cap Core Eq CIT | 15.92 | 14.89 |
| Champlain Small Company Fund, LLC | 15.85 | 14.71 |
| Pyramis Small Company Pool | 15.75 | 14.84 |
| BlackRock Russell 2000 Growth Idx Fd 96 | 15.34 | 14.20 |
| BlackRock Russell 2000 Growth Idx Fd 66 | 15.00 | 14.20 |
| WTFSC Small Company Growth Port Cl 45 | 14.99 | 13.88 |
| BlackRock Russell 2000 Growth Idx Fd 46 | 14.94 | 14.37 |
| BlackRock Russell 2000 Growth Idx Fd 31 | 14.90 | 14.51 |
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| WTFSC Small Company Growth Port Cl 0 | 13.19 | 13.12 |
| Champlain Small Company Fund, LLC | 11.36 | 10.29 |
| BlackRock Russell 2000 Growth Idx Fd 96 | 10.07 | 9.02 |
| BlackRock Russell 2000 Growth Idx Fd 46 | 9.82 | 9.31 |
| BlackRock Russell 2000 Growth Index Fd 8 | 9.68 | 9.58 |
| BlackRock Russell 2000 Growth Index Fd 6 | 9.63 | 9.56 |
| The Vanguard Russell 2000 Growth Index | 9.41 | 9.41 |
| Pyramis Small Company Pool | 9.28 | 8.41 |
| Hillsdale US Performance Equity Fund | 8.91 | 6.73 |
| Ranger Small-Cap Fund, L.P. | 8.05 | 6.99 |
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| CCI SMID Cap Growth Equity Fund | 21.33 | 21.33 |
| Wellington CIF II Mid Cap Opportunity S2 | 17.44 | 16.87 |
| Wellington CIF II Mid Cap Opportunity S1 | 17.44 | 16.72 |
| Wellington CIF II Mid Cap Opportunity S3 | 17.44 | 16.63 |
| Champlain Mid Cap Fund, LLC | 16.07 | 15.10 |
| WTFSC Mid-Cap Growth Portfolio Cl 60 | 10.51 | 9.17 |
| WTFSC Mid-Cap Growth Portfolio Cl 45 | 10.48 | 9.30 |
| WTFSC Mid-Cap Growth Portfolio Cl R | 10.43 | 9.74 |
| WTFSC Mid-Cap Growth Portfolio Cl 0 | 10.39 | 10.31 |
| Columbia Trust Mid Cap Growth Fund C | 9.21 | 8.34 |
| Mid-Cap Growth | 5 year gross return | 5 year net return |
|---|---|---|
| WTFSC Mid-Cap Growth Portfolio Cl 0 | 10.22 | 10.15 |
| Wellington CIF II Mid Cap Opportunity S1 | 8.39 | 7.70 |
| Wellington CIF II Mid Cap Opportunity S2 | 8.38 | 7.84 |
| Columbia Trust Mid Cap Growth Fund C | 7.89 | 6.86 |
| Wellington CIF II Mid Cap Growth S1 | 6.29 | 5.51 |
| CCI SMID Cap Growth Equity Fund | 0.00 | 0.00 |
| Wellington CIF II Mid Cap Opportunity S3 | 0.00 | 0.00 |
| Champlain Mid Cap Fund, LLC | 0.00 | 0.00 |
| FMT/T. Rowe Price Mid-Cap Growth R1 | 0.00 | 9.18 |
| FMT/iShares Russell MidCap Growth Idx R1 | 0.00 | 7.47 |
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Wells Fargo Large Cap Growth Index N | 29.30 | 10.06 |
| Wells Fargo Large Cap Growth CIT N | 27.96 | 2.88 |
| SMA Large Company Growth Fund | 15.65 | 9.87 |
| EB Large Cap Growth 50 | 15.00 | 4.81 |
| Wellington CIF US Research Equity | 14.51 | 13.83 |
| Pyramis Earnings Growth Pool | 14.45 | 13.66 |
| Blackrock Eq Gr Fund CF | 11.67 | 11.58 |
| Comerica LargeCap Growth | 11.61 | 11.61 |
| WTFSC Strategic Growth Portfolio Cl 45 | 11.49 | 10.30 |
| WTFSC Strategic Growth Portfolio Cl 0 | 11.43 | 11.35 |
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| ING Large Cap Growth R1000G CIT | 9.04 | 8.47 |
| UBS U.S. Large Cap Growth Equity CF | 8.21 | 7.17 |
| Pyramis Earnings Growth Pool | 8.17 | 7.42 |
| Benefit Meritage Growth Equity Fund | 8.13 | 7.12 |
| Blackrock Eq Gr Fund CF | 7.59 | 7.51 |
| Comerica LargeCap Growth | 7.48 | 7.48 |
| Wellington CIF US Research Equity | 7.19 | 6.55 |
| Wellington CIF II Diversified Growth S1 | 6.82 | 6.21 |
| Wellington CIF II Growth S1 | 6.67 | 6.07 |
| Schwab Instl Lrg Cap Growth Tr Fd-Instl | 6.65 | 5.95 |
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Wells Fargo Russell 2000 Index Fund N | 32.31 | 16.56 |
| Thomson Horstmann & Bryant Micro Cap Eq | 24.99 | 23.52 |
| Pyramis Small Cap Core Pool | 22.30 | 21.34 |
| Wellington CIF II Small Cap 2000 S1 | 19.37 | 18.40 |
| WTFSC Small Comp Diversified Value Cl 60 | 17.36 | 15.94 |
| WTFSC Small Comp Diversified Value Cl 0 | 17.28 | 17.14 |
| RAM Small-Cap Trust | 16.86 | 16.27 |
| The Boston Small Cap Opp Val Eq Mgt CF | 16.86 | 15.71 |
| EB DL Small Cap Stock Index Fund UC3 | 16.79 | 16.44 |
| Mellon Cap DL Market Completion Fund | 16.73 | 16.63 |
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| The Boston Small Cap Opp Val Eq Mgt CF | 15.34 | 14.21 |
| WTFSC Small Comp Diversified Value Cl 0 | 12.35 | 12.25 |
| Pyramis Small Cap Core Pool | 12.16 | 11.27 |
| Comerica SmallCap 600 - Inst Class | 9.82 | 9.82 |
| First Citizens Small Cap Fund | 9.64 | 9.64 |
| RAM Small-Cap Trust | 9.55 | 8.56 |
| Thomson Horstmann & Bryant Micro Cap Eq | 9.45 | 8.03 |
| Wellington CIF II Small Cap Opps | 9.31 | 8.38 |
| BlackRock Russell 2000 Index Fund 96 | 9.29 | 8.24 |
| Comerica SmallCap 600 - Class A | 9.28 | 9.11 |
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Wells Fargo S&P MidCap Index Fund N | 28.58 | 17.88 |
| Blackrock Extended Alpha Tilts CF | 23.25 | 22.71 |
| Mellon Cap EB DO Mid Cap Core Fund | 22.92 | 22.20 |
| The Boston Mid-Cap Opp Value Equity CF | 21.66 | 20.72 |
| Burgundy US Small/Mid Cap Fund | 21.47 | 20.40 |
| Amalgamated Bank Longview Qnt Mid Cap CF | 20.84 | 20.18 |
| QMA US Mid Cap Core Equity Fund | 20.54 | 19.89 |
| LMCG MidCap Core Collective Fund | 20.37 | 19.85 |
| Pyramis Small/Mid Cap Core Pool | 19.12 | 18.36 |
| Blackrock Mid Cap Eq Idx Fund CF | 17.93 | 17.86 |
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Pyramis Small/Mid Cap Core Pool | 13.99 | 13.26 |
| Burgundy US Small/Mid Cap Fund | 12.92 | 11.90 |
| The Boston Mid-Cap Opp Value Equity CF | 12.21 | 11.32 |
| Mellon Cap EB DO Mid Cap Core Fund | 11.64 | 10.87 |
| Blackrock Extended Alpha Tilts CF | 11.47 | 10.94 |
| Amalgamated Bank Longview Qnt Mid Cap CF | 11.43 | 10.83 |
| Westwood Mgt Corp. SMid (EB) CF | 11.37 | 10.34 |
| QMA US Mid Cap Core Equity Fund | 11.26 | 10.65 |
| Comerica MidCap 400 - Inst Class | 10.10 | 10.10 |
| Blackrock Mid Cap Eq Idx Fund CF | 9.96 | 9.88 |
| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Wells Fargo Enhanced Stock Market Fund N | 31.00 | 14.96 |
| Wells Fargo S&P 500 Index Fund N | 30.28 | 13.96 |
| CS McKee Core Equity CIT | 29.68 | 5.41 |
| Wells Fargo Large Cap Intrinsic Value N | 29.38 | 16.65 |
| Wells Fargo Enhanced Stock Market N20 | 27.08 | 14.71 |
| SSgA NASDAQ 100 Index Fund - Class A | 18.40 | 3.75 |
| SSgA Active U.S. Large Cap Blend NL Cl A | 16.85 | 16.14 |
| SSgA S&P 500 Index Fund - Class L | 16.05 | 13.75 |
| RhumbLine S&P 500 Pooled Index CF | 15.96 | 15.96 |
| SMA S&P Composite 1500 Index Fund Cl A | 15.93 | 14.16 |
| Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Large Cap Research S1 | 7.15 | 6.53 |
| Blackrock Alpha Advantage 3000 | 7.11 | 6.70 |
| Mellon Cap EB DO Large Cap Core Fund | 7.06 | 6.33 |
| The Vanguard Total Stock Market Index | 6.64 | 6.61 |
| QMA Wilshire 5000 Indexing CF | 6.45 | 6.35 |
| Blackrock Russ 1000 Alpha Tilts CF | 6.41 | 5.93 |
| RhumbLine S&P 500 Pooled Index CF | 6.36 | 6.35 |
| The Vanguard Russell 3000 Index | 6.36 | 6.36 |
| RhumbLine Russell 1000 Pooled Index CF | 6.35 | 6.35 |
| Columbia Trust Large Cap Index Fund | 6.29 | 6.02 |
| Long/Short Equity | 1 year gross return | 1 year net return |
|---|---|---|
| Pyramis U.S. Equity Market Neutral | 3.83 | 2.70 |
| Mellon Cap EB Equity Market Neutral Fund | -0.62 | -1.44 |
| Blackrock Alpha Advantage 500 | 0.00 | 0.00 |
| Long/Short Equity | 5 year gross return | 5 year net return |
|---|---|---|
| Pyramis U.S. Equity Market Neutral | 0.68 | -0.37 |
| Mellon Cap EB Equity Market Neutral Fund | -0.30 | -1.26 |
| Blackrock Alpha Advantage 500 | 0.00 | 0.00 |
| Leveraged Net Long | 1 year gross return | 1 year net return |
|---|---|---|
| Analytic Core Eq Plus (SP500) | 15.58 | 15.01 |
| Leveraged Net Long | 5 year gross return | 5 year net return |
|---|---|---|
| Analytic Core Eq Plus (SP500) | 5.22 | 4.75 |
| Market Neutral | 1 year gross return | 1 year net return |
|---|---|---|
| Credit Suisse Lqd Alt Beta Idx Trst 60 | 1.92 | 1.22 |
| Credit Suisse Lqd Alt Beta Idx Trst 0IM | 0.00 | 0.00 |
| Market Neutral | 5 year gross return | 5 year net return |
|---|---|---|
| Credit Suisse Lqd Alt Beta Idx Trst 60 | 0.00 | 0.00 |
| Credit Suisse Lqd Alt Beta Idx Trst 0IM | 0.00 | 0.00 |
| World Stock | 1 year gross return | 1 year net return |
|---|---|---|
| KBI Water Strategy | 20.99 | 19.98 |
| Burgundy Global Focused Opportunities | 14.61 | 13.66 |
| KBI Climate Change Strategy | 14.21 | 13.26 |
| Harris Assoc Oakmark Glbl Collective Tr | 13.86 | 12.95 |
| Pyramis Concentrated Intl Small Cap Rep | 13.41 | 12.40 |
| Pyramis Concentrated Intl Small Cap CIT | 13.27 | 12.27 |
| EB DL International Stock Index Fd UC3 | 12.94 | 11.59 |
| Pyramis Select Global CIT | 12.88 | 12.10 |
| Pyramis Select Global Rep | 12.84 | 12.06 |
| KBI Agribusiness Strategy | 11.41 | 10.48 |
| World Stock | 5 year gross return | 5 year net return |
|---|---|---|
| KBI Water Strategy | 4.84 | 3.97 |
| Burgundy Global Focused Opportunities | 4.31 | 3.38 |
| Wellington CIF Global Contrarian Equity | 4.29 | 4.02 |
| Wellington CIF Global Diversified Growth | 4.08 | 3.30 |
| Mellon Cap EB DL Global Alpha I Fund | 3.78 | 3.56 |
| Wellington CIF Global Research Equity | 3.22 | 2.99 |
| Navigator Aggressive Growth Fund 5 | 2.64 | 1.66 |
| Navigator Aggressive Growth Fund 3 | 2.57 | 0.83 |
| Pyramis Select Global Rep | 2.16 | 1.48 |
| Wellington Opportunistic Equity | 1.38 | 0.12 |
| Foreign Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| KBI Dividend Plus Glbl Developed Eq | 16.77 | 16.02 |
| Wellington CIF II Global Perspectives | 16.69 | 16.26 |
| The Boston International CF | 15.05 | 14.20 |
| KBI Dividend Plus EAFE Developed Eq | 14.43 | 13.69 |
| QMA International Core Equity Fund | 14.06 | 13.44 |
| Pictet International Equity Fund LLC | 13.96 | 13.01 |
| Mellon Cap DL Non-SL Intl Stk Idx Fd | 13.93 | 13.79 |
| Mellon Cap EB DL Non-SL ISIF II | 13.93 | 11.29 |
| Mellon Cap EB DL Non-SL ISIF III | 13.93 | 11.25 |
| Mellon Cap EB DL Non-SL ISIF IV | 13.93 | 11.11 |
| Foreign Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| KBI Dividend Plus Glbl Developed Eq | 4.87 | 4.20 |
| Wellington CIF Global Value | 3.81 | 3.04 |
| The Boston TBC ACWI ex-US CF | 0.53 | -0.46 |
| Templeton Intl Foreign CF | 0.51 | -0.22 |
| The Boston International CF | 0.16 | -0.63 |
| The Boston Non-US Value CF | 0.07 | -0.71 |
| Invesco International Equity Trust | 0.05 | -0.74 |
| Pictet International Equity Fund LLC | -0.08 | -0.50 |
| KBI Dividend Plus EAFE Developed Eq | -0.14 | -0.79 |
| KBI Dividend Plus EAFE Equity Strategy | -0.26 | -0.90 |
| Foreign Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| SSgA Intl Index SL Ser Fund Cl I | 18.77 | 11.67 |
| SSgA International Index Fund - Class C | 18.63 | 11.55 |
| Blackrock Curr Hedged EAFE Idx CF | 17.17 | 17.00 |
| Wells Fargo International Equity Index N | 15.53 | 11.44 |
| Blackrock Intl Alpha Tilt CF | 13.43 | 12.81 |
| Pyramis Select International Rep | 13.02 | 12.24 |
| Pyramis Select International Pool | 12.73 | 11.95 |
| PGI Diversified International Equity Fd | 12.69 | 12.69 |
| Wellington CIF Unconstrained Themes | 12.59 | 11.39 |
| Pyramis International Growth Pool | 12.55 | 11.77 |
| Foreign Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Gryphon International EAFE Growth Fd-CIT | 2.60 | 1.84 |
| WTFSC International Core Portfolio Cl 0 | 1.27 | 1.22 |
| Manning & Napier Non-U.S. Eq Labor CIT | 0.87 | 0.87 |
| Pyramis International Growth Pool | 0.42 | -0.28 |
| Pyramis International Growth Rep | 0.30 | -0.40 |
| Comerica Foreign Equity CIT - Class A | 0.25 | -0.01 |
| Comerica Foreign Equity CIT - Inst Class | 0.18 | 0.18 |
| Wellington CIF II Intl Research Eq S1 | -0.06 | -0.89 |
| Blackrock Intl Alpha Tilt CF | -0.38 | -0.93 |
| Blackrock EAFE Eq Idx Fund CF | -0.47 | -0.60 |
| Foreign Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| CapGuard Int'l All Countries Unit S | 21.01 | 12.40 |
| Artisan International Growth Trust | 16.40 | 15.56 |
| William Blair International Growth CIT | 14.17 | 13.28 |
| Boston Common Intl Catholic SRI | 13.20 | 12.16 |
| MFS International Growth Equity CIT | 10.21 | 10.18 |
| MFS International Growth Eq CIT-Cl 2 | 10.21 | 9.34 |
| Invesco International Growth Eq Trust | 10.09 | 9.22 |
| WTFSC International Growth Port Cl 0 | 7.83 | 7.55 |
| WTFSC International Growth Port Cl 45 | 7.65 | 6.49 |
| FMT/Artisan International R1 | 0.00 | 14.69 |
| Foreign Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| MFS International Growth Eq CIT-Cl 2 | 4.05 | 3.22 |
| MFS International Growth Equity CIT | 4.03 | 3.99 |
| Boston Common Intl Catholic SRI | 1.42 | 0.34 |
| WTFSC International Growth Port Cl 0 | -1.51 | -1.71 |
| CapGuard Int'l All Countries Unit S | -2.77 | -0.54 |
| Artisan International Growth Trust | 0.00 | 0.00 |
| FMT/Artisan International R1 | 0.00 | 1.66 |
| William Blair International Growth CIT | 0.00 | 0.00 |
| Invesco International Growth Eq Trust | 0.00 | 0.00 |
| FMT/Invesco International Growth R1 | 0.00 | 0.00 |
| Foreign Small/Mid Value | 1 year gross return | 1 year net return |
|---|---|---|
| Pyramis Select Intl Small Cap CIT | 15.77 | 14.86 |
| Templeton International Smaller Co CF | 15.27 | 14.59 |
| Pyramis Select Intl Small Cap Rep | 13.41 | 12.52 |
| FMT/DFA Intl Small Cap Value R1 | 0.00 | 12.61 |
| Foreign Small/Mid Value | 5 year gross return | 5 year net return |
|---|---|---|
| Templeton International Smaller Co CF | 7.98 | 7.50 |
| Pyramis Select Intl Small Cap CIT | 3.45 | 2.62 |
| Pyramis Select Intl Small Cap Rep | 3.04 | 2.21 |
| FMT/DFA Intl Small Cap Value R1 | 0.00 | 1.32 |
| Foreign Small/Mid Growth | 1 year gross return | 1 year net return |
|---|---|---|
| UBS Global (Ex-U.S.) Small Cap Growth CF | 19.03 | 17.92 |
| The Boston International Small Cap CF | 17.79 | 16.71 |
| Keybank NA EB Intl Small Cap Fund | 9.68 | 8.60 |
| Keybank NA EB Intl SMID Cap Fund | 8.14 | 7.07 |
| MFS International Small Cap CIT-Class 1 | 0.00 | 0.00 |
| MFS International Small Cap CIT-Class 4 | 0.00 | 0.00 |
| Foreign Small/Mid Growth | 5 year gross return | 5 year net return |
|---|---|---|
| The Boston International Small Cap CF | 3.48 | 2.50 |
| UBS Global (Ex-U.S.) Small Cap Growth CF | 3.07 | 1.94 |
| Keybank NA EB Intl Small Cap Fund | -4.11 | -5.07 |
| Keybank NA EB Intl SMID Cap Fund | 0.00 | 0.00 |
| MFS International Small Cap CIT-Class 1 | 0.00 | 0.00 |
| MFS International Small Cap CIT-Class 4 | 0.00 | 0.00 |
| Europe Stock | 1 year gross return | 1 year net return |
|---|---|---|
| Pyramis Europe Growth Rep | 11.24 | 10.38 |
| Pyramis Europe Growth Pool | 10.97 | 10.21 |
| Europe Stock | 5 year gross return | 5 year net return |
|---|---|---|
| Pyramis Europe Growth Rep | -0.25 | -1.17 |
| Pyramis Europe Growth Pool | -0.40 | -1.10 |
| Pacific/Asia ex-Japan Stk | 1 year gross return | 1 year net return |
|---|---|---|
| Edgbaston Asia Pacific ex-Japan Equity | 18.66 | 17.19 |
| Pacific/Asia ex-Japan Stk | 5 year gross return | 5 year net return |
|---|---|---|
| Edgbaston Asia Pacific ex-Japan Equity | 0.00 | 0.00 |
| Diversified Emerging Mkts | 1 year gross return | 1 year net return |
|---|---|---|
| William Emerging Markets Growth CIT | 6.30 | 5.25 |
| LSV Asset Mgt Emg Mkts Val Eq Fund LP | 5.38 | 4.38 |
| Eaton Vance Structured Emerging Mkts CIT | 4.92 | 4.18 |
| Templeton Intl Emg Mkt CF | 4.84 | 3.77 |
| QMA Emerging Markets Core Equity Fund | 4.71 | 4.04 |
| KBI Instl Dividend Plus Emg Mkts Fd | 3.12 | 2.45 |
| City of London Global Emg Mkts Fund | 2.01 | 0.74 |
| BlackRock Emerging Markets Eq Idx Fd 96 | 1.80 | 0.79 |
| BlackRock Emerging Markets Eq Idx Fd 66 | 1.74 | 1.03 |
| BlackRock Emerging Markets Eq Idx Fd 31 | 1.73 | 1.37 |
| Diversified Emerging Mkts | 5 year gross return | 5 year net return |
|---|---|---|
| LSV Asset Mgt Emg Mkts Val Eq Fund LP | 6.81 | 5.79 |
| Templeton Intl Emg Mkt CF | 4.03 | 2.77 |
| QMA Emerging Markets Core Equity Fund | 2.71 | 1.94 |
| Eaton Vance Structured Emerging Mkts CIT | 2.30 | 1.76 |
| The Boston Emerging Markets Equity CF | 2.07 | 0.95 |
| Baillie Gifford Overseas Emg Mrkts Fund | 1.57 | 0.92 |
| City of London Global Emg Mkts Fund | 1.19 | -0.07 |
| BlackRock Emerging Markets Eq Idx Fd 0 | 1.11 | 1.10 |
| BlackRock Emerging Markets Eq Idx Fd 96 | 1.06 | 0.08 |
| BlackRock Emerging Markets Eq Idx Fd 46 | 0.98 | 0.51 |
| Global Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| Invesco Global ex-US REITs Trust | 28.73 | 27.73 |
| Blackrock Ex-US Real Estate Idx | 26.69 | 26.44 |
| RREEF Glbl Rl Estt Secs Commingled Fd-A | 21.77 | 21.77 |
| RREEF Glbl Rl Estt Secs Commingled Fund | 21.77 | 21.77 |
| Invesco Global REITs Trust | 21.10 | 20.15 |
| AEW Gl Property Securities Master Tr-Agg | 20.88 | 20.43 |
| Presima Concentrated Composite | 20.81 | 20.77 |
| presima Concentrated Taxable Fund | 20.42 | 20.28 |
| Urdang Global REIT CIT | 20.37 | 20.37 |
| FMT/DFA Int'l Real Estate Securities R1 | 0.00 | 26.40 |
| Global Real Estate | 5 year gross return | 5 year net return |
|---|---|---|
| Presima Concentrated Composite | 5.21 | 5.17 |
| presima Concentrated Taxable Fund | 4.63 | 4.59 |
| Invesco Global REITs Trust | 3.63 | 2.81 |
| Blackrock Ex-US Real Estate Idx | 1.71 | 1.52 |
| Invesco Global ex-US REITs Trust | 0.00 | 0.00 |
| FMT/DFA Int'l Real Estate Securities R1 | 0.00 | 0.00 |
| RREEF Glbl Rl Estt Secs Commingled Fd-A | 0.00 | 0.00 |
| RREEF Glbl Rl Estt Secs Commingled Fund | 0.00 | 0.00 |
| AEW Gl Property Securities Master Tr-Agg | 0.00 | 0.00 |
| Urdang Global REIT CIT | 0.00 | 0.00 |
| World Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Brandywine Global Opportun Fxd BGIMT | 11.03 | 10.43 |
| Franklin Templeton Global Bond Plus (CF) | 10.76 | 10.21 |
| Brandywine Intl Opportunistic Fxd BIT | 10.08 | 9.48 |
| Brandywine Global Fixed Income BIT | 9.27 | 8.68 |
| Brandywine Global Fixed Income BGIMT | 8.99 | 8.51 |
| Brandywine Global Fixed Income GT | 8.92 | 8.33 |
| Brandywine International Fixed Inc BIT | 8.08 | 7.64 |
| PIMCO Global Advantage Strategy III CIT | 4.44 | 3.90 |
| Rogge Glbl Intl Fix-Inc Unhedged CF | -0.73 | -1.07 |
| FMT/Templeton International Bond Fund R1 | 0.00 | 7.79 |
| World Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Brandywine Global Opportun Fxd BGIMT | 9.16 | 8.57 |
| Brandywine Global Fixed Income BIT | 8.84 | 8.25 |
| Brandywine Global Fixed Income GT | 8.75 | 8.16 |
| Brandywine Global Fixed Income BGIMT | 8.66 | 8.18 |
| Brandywine Intl Opportunistic Fxd BIT | 7.71 | 7.12 |
| Brandywine International Fixed Inc BIT | 6.89 | 6.33 |
| Rogge Glbl Intl Fix-Inc Unhedged CF | 2.95 | 2.45 |
| Franklin Templeton Global Bond Plus (CF) | 0.00 | 0.00 |
| FMT/Templeton International Bond Fund R1 | 0.00 | 0.00 |
| FMT/DFA Interm-Term Ext Quality R1 | 0.00 | 0.00 |
| High Yield Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Brandywine Global Credit Opportun BIT | 13.82 | 11.87 |
| Neuberger Berman High Yield Fund LLC | 13.09 | 12.47 |
| JPMCB High Yield Fund - CF | 12.91 | 12.41 |
| Wellington CIF II High Yield Bond S1 | 11.80 | 11.29 |
| Pyramis High Yield Core Institutional CF | 11.65 | 11.10 |
| Pru Higher Quality HY CIT Inst Class | 11.14 | 10.58 |
| Rogge Selective Global High Yield | 10.33 | 9.78 |
| Shenkman Capital Mgt Primus HighYield CF | 10.08 | 9.18 |
| Transamerica High Yield Bond - CTF | 0.00 | 13.34 |
| FMT/Delaware High Yield Opportunity R1 | 0.00 | 13.25 |
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Neuberger Berman High Yield Fund LLC | 12.70 | 12.08 |
| Pru Higher Quality HY CIT Inst Class | 11.34 | 10.79 |
| JPMCB High Yield Fund - CF | 10.95 | 10.41 |
| Shenkman Capital Mgt Primus HighYield CF | 10.27 | 9.33 |
| Pyramis High Yield Core Institutional CF | 10.25 | 9.70 |
| Transamerica High Yield Bond - CTF | 0.00 | 0.00 |
| FMT/Delaware High Yield Opportunity R1 | 0.00 | 9.61 |
| Brandywine Global Credit Opportun BIT | 0.00 | 0.00 |
| Wellington CIF II High Yield Bond S1 | 0.00 | 0.00 |
| FMT/Pimco High Yield R1 | 0.00 | 8.72 |
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| Wells Fargo Int Gov/Credit Bond Index N | 4.49 | 3.49 |
| AFL-CIO Housing Inv Trust AFL-CIO CF | 4.34 | 3.92 |
| Pyramis Mortgage-Backed Securities CIT | 3.10 | 2.85 |
| Pyramis Mortgage-Backed Securities | 3.03 | 2.75 |
| RiverSource Trust Government Income | 2.66 | 2.66 |
| FMT US Government Securities R1 | 0.00 | 1.92 |
| FMT/Vanguard GNMA R1 | 0.00 | 1.59 |
| Intermediate Government | 5 year gross return | 5 year net return |
|---|---|---|
| AFL-CIO Housing Inv Trust AFL-CIO CF | 6.01 | 5.56 |
| Pyramis Mortgage-Backed Securities | 5.92 | 5.63 |
| Wells Fargo Int Gov/Credit Bond Index N | 5.78 | 4.67 |
| Pyramis Mortgage-Backed Securities CIT | 5.57 | 5.31 |
| RiverSource Trust Government Income | 4.84 | 4.84 |
| FMT US Government Securities R1 | 0.00 | 3.08 |
| FMT/Vanguard GNMA R1 | 0.00 | 4.98 |
| Intermediate-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Goldman Sachs US Core Plus FI CIT | 11.91 | 11.87 |
| Benefit Stadion Pension Plan Trust CL 5 | 8.94 | 7.87 |
| Pru Core Plus Fixed Inc CIT Inst Class | 8.75 | 8.43 |
| ING Core Plus Fixed Income CIT | 7.32 | 6.94 |
| Schwab Instl Core Plus FI Tr Fd III | 7.14 | 6.79 |
| Schwab Instl Core Plus FI Tr Fd I | 7.14 | 6.56 |
| Invesco Core Plus Fixed Income Trust | 6.87 | 6.51 |
| PIMCO Total Return Collective Trust | 6.49 | 6.13 |
| Delaware Diversified Income (CIT 65) | 6.34 | 5.64 |
| Delaware Diversified Income (CIT) | 6.30 | 5.84 |
| Intermediate-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Pru Core Plus Fixed Inc CIT Inst Class | 8.87 | 8.55 |
| Goldman Sachs US Core Plus FI CIT | 8.34 | 8.29 |
| Pyramis Core Plus Pool | 7.66 | 7.35 |
| JPMorgan Core Bond Fund - CF | 7.33 | 6.87 |
| Pru Core Fixed Inc CIT Inst Class | 7.07 | 6.77 |
| ING Core Plus Fixed Income CIT | 7.03 | 6.28 |
| Associated PT Interm Term Bond Fund | 6.76 | 6.76 |
| Wells Fargo Bond Index Fund N | 6.74 | 5.59 |
| Associated Interm-Term Bond Fund | 6.60 | 6.60 |
| Schwab Instl Core Plus FI Tr Fd III | 6.47 | 6.11 |
| Short Government | 1 year gross return | 1 year net return |
|---|---|---|
| Riversource Trust Short Dur US Gov Fd II | 1.74 | 1.34 |
| Riversource Trust Short Dur US Gov Fd I | 1.70 | 1.70 |
| Smith Breeden High Credit Qual Short Dur | 1.45 | 1.33 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 0.74 | 0.69 |
| BlackRock 1-3 Year Gov Bd Idx Fd 96 | 0.47 | -0.56 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 0.46 | -0.07 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 0.45 | 0.32 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 0.45 | 0.30 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 0.45 | 0.07 |
| Short Government | 5 year gross return | 5 year net return |
|---|---|---|
| Riversource Trust Short Dur US Gov Fd I | 3.97 | 3.97 |
| Riversource Trust Short Dur US Gov Fd II | 3.97 | 3.56 |
| Smith Breeden High Credit Qual Short Dur | 2.66 | 2.35 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 2.03 | 1.97 |
| BlackRock 1-3 Year Gov Bd Idx Fd 96 | 1.67 | 0.69 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 1.64 | 1.16 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 1.63 | 1.55 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 1.63 | 1.53 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 1.63 | 1.30 |
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Amalgamated Ultra Construction Loan | 12.92 | 11.81 |
| Western Asset Core Plus Bond CIF Class 1 | 7.18 | 6.81 |
| WTFSC Short Duration Portfolio Cl 0 | 2.45 | 2.36 |
| Pyramis Short Duration Pool | 2.03 | 1.77 |
| ING Core Short Duration CIT | 1.62 | 1.32 |
| Associated Short Term Bond Fund | 1.09 | 1.09 |
| Associated PT Short Term Bond Fund | 0.98 | 0.98 |
| Wells Fargo Short-Term Investment Fund G | 0.26 | 0.26 |
| Transamerica High Quality Bond - CTF | 0.00 | 2.34 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 2.23 |
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| WTFSC Short Duration Portfolio Cl 0 | 4.26 | 4.19 |
| Pyramis Short Duration Pool | 2.97 | 2.71 |
| Associated PT Short Term Bond Fund | 2.57 | 2.57 |
| Associated Short Term Bond Fund | 2.50 | 2.50 |
| ING Core Short Duration CIT | 2.46 | 2.16 |
| Wells Fargo Short-Term Investment Fund G | 0.69 | 0.69 |
| Amalgamated Ultra Construction Loan | -11.60 | -12.18 |
| Western Asset Core Plus Bond CIF Class 1 | 0.00 | 0.00 |
| Transamerica High Quality Bond - CTF | 0.00 | 0.00 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 0.00 |
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Pyramis Leveraged Loan Pool | 11.34 | 10.79 |
| FMT/DFA One-Year F/I R1 | 0.00 | 0.34 |
| FMT/SSGA Prime Money Market R1 | 0.00 | -0.35 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.38 |
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Pyramis Leveraged Loan Pool | 9.57 | 9.03 |
| FMT/DFA One-Year F/I R1 | 0.00 | 1.16 |
| FMT/SSGA Prime Money Market R1 | 0.00 | 0.00 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.19 |
| Long Government | 1 year gross return | 1 year net return |
|---|---|---|
| Wells Fargo Liability Driven Sol II F | 10.40 | 10.40 |
| Wells Fargo Liability Driven Sol I F | 8.12 | 8.12 |
| Blackrock 20+ Treas Bond Idx CF | 7.63 | 7.58 |
| Blackrock Long Govt Bond Idx Fund CF | 7.54 | 7.49 |
| Mellon Cap EB LT Gov't Bond Index Fund | 7.43 | 7.41 |
| Wells Fargo U.S. Aggregate Bond Index N | 5.24 | 3.94 |
| SSgA Long US Gov Index Class A | -6.43 | 7.42 |
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock Long Govt Bond Idx Fund CF | 8.42 | 8.36 |
| Blackrock 20+ Treas Bond Idx CF | 8.40 | 8.34 |
| Mellon Cap EB LT Gov't Bond Index Fund | 8.25 | 8.21 |
| Wells Fargo U.S. Aggregate Bond Index N | 6.57 | 5.52 |
| Wells Fargo Liability Driven Sol II F | 0.00 | 0.00 |
| Wells Fargo Liability Driven Sol I F | 0.00 | 0.00 |
| SSgA Long US Gov Index Class A | 0.00 | 8.36 |
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Pyramis Long Corporate Pool | 10.77 | 10.49 |
| WTFSC Long Duration Portfolio Cl 0 | 10.71 | 10.61 |
| Pyramis Long Duration CIT | 10.43 | 10.16 |
| Blackrock Long Corp Bond Idx CF | 9.96 | 9.86 |
| Mellon Cap EB LT Credit Bond Index Fund | 9.92 | 9.88 |
| Ryan Labs Long Market Enhanced | 9.24 | 8.91 |
| Pru Corporate Fixed Inc CIT Inst Class | 8.73 | 8.41 |
| Mellon Cap EB High Quality Long Corp Fd | 8.18 | 7.93 |
| Brandes Core Plus Fixed Income Fund 3 | 8.06 | 6.96 |
| Brandes Core Plus Fixed Income Fund 4 | 8.00 | 7.16 |
| Long-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| WTFSC Long Duration Portfolio Cl 0 | 11.67 | 11.59 |
| Pyramis Long Duration CIT | 10.81 | 10.66 |
| Mellon Cap EB LT Credit Bond Index Fund | 10.37 | 10.28 |
| Blackrock Long Corp Bond Idx CF | 10.37 | 10.27 |
| Wells Fargo Core Bond CIT N | 8.06 | 6.97 |
| WTFSC Strategic Bond Portfolio Cl 0 | 7.37 | 7.28 |
| WTFSC Fixed Income Index Portfolio Cl 0 | 5.68 | 5.61 |
| Pyramis Long Corporate Pool | 0.00 | 0.00 |
| Ryan Labs Long Market Enhanced | 0.00 | 0.00 |
| Pru Corporate Fixed Inc CIT Inst Class | 0.00 | 0.00 |
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Navigator Fixed Income Fund 3 | 7.16 | 5.28 |
| Navigator Fixed Income Fund 1 | 7.03 | 5.70 |
| Navigator Fixed Income Fund 6 | 7.01 | 6.21 |
| Navigator Fixed Income Fund 5 | 7.00 | 5.94 |
| Wellington CIF II Core Bond Plus | 6.83 | 6.48 |
| PGI Multi-Sector Fixed Income Fund | 5.92 | 5.92 |
| BlackRock CorePlus Bond Fund | 5.74 | 5.74 |
| Wellington CIF II Core Bond S1 | 5.61 | 5.34 |
| Pyramis Broad Market Duration Pool | 5.59 | 5.33 |
| Blackrock CoreActive Bond Fund | 4.70 | 4.56 |
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Navigator Fixed Income Fund 5 | 8.57 | 7.62 |
| Wellington CIF II Core Bond Plus | 8.24 | 7.64 |
| BlackRock CorePlus Bond Fund | 7.93 | 7.93 |
| Pyramis Broad Market Duration Pool | 7.15 | 6.88 |
| Wellington CIF II Core Bond S1 | 7.14 | 6.86 |
| Blackrock CoreActive Bond Fund | 6.92 | 6.78 |
| Navigator Fixed Income Fund 6 | 0.00 | 0.00 |
| PGI Multi-Sector Fixed Income Fund | 0.00 | 0.00 |
| Navigator Fixed Income Fund 1 | 0.00 | 0.00 |
| Navigator Fixed Income Fund 3 | 0.00 | 0.00 |
| Convertibles | 1 year gross return | 1 year net return |
|---|---|---|
| Shenkman Capital Mgt Gamma Convert Fund | 10.09 | 9.20 |
| Keybank NA EB Convtb Sec Fund | 8.74 | 7.98 |
| Convertibles | 5 year gross return | 5 year net return |
|---|---|---|
| Shenkman Capital Mgt Gamma Convert Fund | 10.63 | 9.56 |
| Keybank NA EB Convtb Sec Fund | 4.16 | 3.43 |
| High Yield Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Brandywine Global Credit Opportun BIT | 13.82 | 11.87 |
| Neuberger Berman High Yield Fund LLC | 13.09 | 12.47 |
| JPMCB High Yield Fund - CF | 12.91 | 12.41 |
| Wellington CIF II High Yield Bond S1 | 11.80 | 11.29 |
| Pyramis High Yield Core Institutional CF | 11.65 | 11.10 |
| Pru Higher Quality HY CIT Inst Class | 11.14 | 10.58 |
| Rogge Selective Global High Yield | 10.33 | 9.78 |
| Shenkman Capital Mgt Primus HighYield CF | 10.08 | 9.18 |
| Transamerica High Yield Bond - CTF | 0.00 | 13.34 |
| FMT/Delaware High Yield Opportunity R1 | 0.00 | 13.25 |
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Neuberger Berman High Yield Fund LLC | 12.70 | 12.08 |
| Pru Higher Quality HY CIT Inst Class | 11.34 | 10.79 |
| JPMCB High Yield Fund - CF | 10.95 | 10.41 |
| Shenkman Capital Mgt Primus HighYield CF | 10.27 | 9.33 |
| Pyramis High Yield Core Institutional CF | 10.25 | 9.70 |
| Transamerica High Yield Bond - CTF | 0.00 | 0.00 |
| FMT/Delaware High Yield Opportunity R1 | 0.00 | 9.61 |
| Brandywine Global Credit Opportun BIT | 0.00 | 0.00 |
| Wellington CIF II High Yield Bond S1 | 0.00 | 0.00 |
| FMT/Pimco High Yield R1 | 0.00 | 8.72 |
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| Wells Fargo Int Gov/Credit Bond Index N | 4.49 | 3.49 |
| AFL-CIO Housing Inv Trust AFL-CIO CF | 4.34 | 3.92 |
| Pyramis Mortgage-Backed Securities CIT | 3.10 | 2.85 |
| Pyramis Mortgage-Backed Securities | 3.03 | 2.75 |
| RiverSource Trust Government Income | 2.66 | 2.66 |
| FMT US Government Securities R1 | 0.00 | 1.92 |
| FMT/Vanguard GNMA R1 | 0.00 | 1.59 |
| Intermediate Government | 5 year gross return | 5 year net return |
|---|---|---|
| AFL-CIO Housing Inv Trust AFL-CIO CF | 6.01 | 5.56 |
| Pyramis Mortgage-Backed Securities | 5.92 | 5.63 |
| Wells Fargo Int Gov/Credit Bond Index N | 5.78 | 4.67 |
| Pyramis Mortgage-Backed Securities CIT | 5.57 | 5.31 |
| RiverSource Trust Government Income | 4.84 | 4.84 |
| FMT US Government Securities R1 | 0.00 | 3.08 |
| FMT/Vanguard GNMA R1 | 0.00 | 4.98 |
| Intermediate-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Goldman Sachs US Core Plus FI CIT | 11.91 | 11.87 |
| Benefit Stadion Pension Plan Trust CL 5 | 8.94 | 7.87 |
| Pru Core Plus Fixed Inc CIT Inst Class | 8.75 | 8.43 |
| ING Core Plus Fixed Income CIT | 7.32 | 6.94 |
| Schwab Instl Core Plus FI Tr Fd III | 7.14 | 6.79 |
| Schwab Instl Core Plus FI Tr Fd I | 7.14 | 6.56 |
| Invesco Core Plus Fixed Income Trust | 6.87 | 6.51 |
| PIMCO Total Return Collective Trust | 6.49 | 6.13 |
| Delaware Diversified Income (CIT 65) | 6.34 | 5.64 |
| Delaware Diversified Income (CIT) | 6.30 | 5.84 |
| Intermediate-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Pru Core Plus Fixed Inc CIT Inst Class | 8.87 | 8.55 |
| Goldman Sachs US Core Plus FI CIT | 8.34 | 8.29 |
| Pyramis Core Plus Pool | 7.66 | 7.35 |
| JPMorgan Core Bond Fund - CF | 7.33 | 6.87 |
| Pru Core Fixed Inc CIT Inst Class | 7.07 | 6.77 |
| ING Core Plus Fixed Income CIT | 7.03 | 6.28 |
| Associated PT Interm Term Bond Fund | 6.76 | 6.76 |
| Wells Fargo Bond Index Fund N | 6.74 | 5.59 |
| Associated Interm-Term Bond Fund | 6.60 | 6.60 |
| Schwab Instl Core Plus FI Tr Fd III | 6.47 | 6.11 |
| Short Government | 1 year gross return | 1 year net return |
|---|---|---|
| Riversource Trust Short Dur US Gov Fd II | 1.74 | 1.34 |
| Riversource Trust Short Dur US Gov Fd I | 1.70 | 1.70 |
| Smith Breeden High Credit Qual Short Dur | 1.45 | 1.33 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 0.74 | 0.69 |
| BlackRock 1-3 Year Gov Bd Idx Fd 96 | 0.47 | -0.56 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 0.46 | -0.07 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 0.45 | 0.32 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 0.45 | 0.30 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 0.45 | 0.07 |
| Short Government | 5 year gross return | 5 year net return |
|---|---|---|
| Riversource Trust Short Dur US Gov Fd I | 3.97 | 3.97 |
| Riversource Trust Short Dur US Gov Fd II | 3.97 | 3.56 |
| Smith Breeden High Credit Qual Short Dur | 2.66 | 2.35 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 2.03 | 1.97 |
| BlackRock 1-3 Year Gov Bd Idx Fd 96 | 1.67 | 0.69 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 1.64 | 1.16 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 1.63 | 1.55 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 1.63 | 1.53 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 1.63 | 1.30 |
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Amalgamated Ultra Construction Loan | 12.92 | 11.81 |
| Western Asset Core Plus Bond CIF Class 1 | 7.18 | 6.81 |
| WTFSC Short Duration Portfolio Cl 0 | 2.45 | 2.36 |
| Pyramis Short Duration Pool | 2.03 | 1.77 |
| ING Core Short Duration CIT | 1.62 | 1.32 |
| Associated Short Term Bond Fund | 1.09 | 1.09 |
| Associated PT Short Term Bond Fund | 0.98 | 0.98 |
| Wells Fargo Short-Term Investment Fund G | 0.26 | 0.26 |
| Transamerica High Quality Bond - CTF | 0.00 | 2.34 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 2.23 |
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| WTFSC Short Duration Portfolio Cl 0 | 4.26 | 4.19 |
| Pyramis Short Duration Pool | 2.97 | 2.71 |
| Associated PT Short Term Bond Fund | 2.57 | 2.57 |
| Associated Short Term Bond Fund | 2.50 | 2.50 |
| ING Core Short Duration CIT | 2.46 | 2.16 |
| Wells Fargo Short-Term Investment Fund G | 0.69 | 0.69 |
| Amalgamated Ultra Construction Loan | -11.60 | -12.18 |
| Western Asset Core Plus Bond CIF Class 1 | 0.00 | 0.00 |
| Transamerica High Quality Bond - CTF | 0.00 | 0.00 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 0.00 |
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Pyramis Leveraged Loan Pool | 11.34 | 10.79 |
| FMT/DFA One-Year F/I R1 | 0.00 | 0.34 |
| FMT/SSGA Prime Money Market R1 | 0.00 | -0.35 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.38 |
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Pyramis Leveraged Loan Pool | 9.57 | 9.03 |
| FMT/DFA One-Year F/I R1 | 0.00 | 1.16 |
| FMT/SSGA Prime Money Market R1 | 0.00 | 0.00 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.19 |
| Long Government | 1 year gross return | 1 year net return |
|---|---|---|
| Wells Fargo Liability Driven Sol II F | 10.40 | 10.40 |
| Wells Fargo Liability Driven Sol I F | 8.12 | 8.12 |
| Blackrock 20+ Treas Bond Idx CF | 7.63 | 7.58 |
| Blackrock Long Govt Bond Idx Fund CF | 7.54 | 7.49 |
| Mellon Cap EB LT Gov't Bond Index Fund | 7.43 | 7.41 |
| Wells Fargo U.S. Aggregate Bond Index N | 5.24 | 3.94 |
| SSgA Long US Gov Index Class A | -6.43 | 7.42 |
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock Long Govt Bond Idx Fund CF | 8.42 | 8.36 |
| Blackrock 20+ Treas Bond Idx CF | 8.40 | 8.34 |
| Mellon Cap EB LT Gov't Bond Index Fund | 8.25 | 8.21 |
| Wells Fargo U.S. Aggregate Bond Index N | 6.57 | 5.52 |
| Wells Fargo Liability Driven Sol II F | 0.00 | 0.00 |
| Wells Fargo Liability Driven Sol I F | 0.00 | 0.00 |
| SSgA Long US Gov Index Class A | 0.00 | 8.36 |
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Pyramis Long Corporate Pool | 10.77 | 10.49 |
| WTFSC Long Duration Portfolio Cl 0 | 10.71 | 10.61 |
| Pyramis Long Duration CIT | 10.43 | 10.16 |
| Blackrock Long Corp Bond Idx CF | 9.96 | 9.86 |
| Mellon Cap EB LT Credit Bond Index Fund | 9.92 | 9.88 |
| Ryan Labs Long Market Enhanced | 9.24 | 8.91 |
| Pru Corporate Fixed Inc CIT Inst Class | 8.73 | 8.41 |
| Mellon Cap EB High Quality Long Corp Fd | 8.18 | 7.93 |
| Brandes Core Plus Fixed Income Fund 3 | 8.06 | 6.96 |
| Brandes Core Plus Fixed Income Fund 4 | 8.00 | 7.16 |
| Long-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| WTFSC Long Duration Portfolio Cl 0 | 11.67 | 11.59 |
| Pyramis Long Duration CIT | 10.81 | 10.66 |
| Mellon Cap EB LT Credit Bond Index Fund | 10.37 | 10.28 |
| Blackrock Long Corp Bond Idx CF | 10.37 | 10.27 |
| Wells Fargo Core Bond CIT N | 8.06 | 6.97 |
| WTFSC Strategic Bond Portfolio Cl 0 | 7.37 | 7.28 |
| WTFSC Fixed Income Index Portfolio Cl 0 | 5.68 | 5.61 |
| Pyramis Long Corporate Pool | 0.00 | 0.00 |
| Ryan Labs Long Market Enhanced | 0.00 | 0.00 |
| Pru Corporate Fixed Inc CIT Inst Class | 0.00 | 0.00 |
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Navigator Fixed Income Fund 3 | 7.16 | 5.28 |
| Navigator Fixed Income Fund 1 | 7.03 | 5.70 |
| Navigator Fixed Income Fund 6 | 7.01 | 6.21 |
| Navigator Fixed Income Fund 5 | 7.00 | 5.94 |
| Wellington CIF II Core Bond Plus | 6.83 | 6.48 |
| PGI Multi-Sector Fixed Income Fund | 5.92 | 5.92 |
| BlackRock CorePlus Bond Fund | 5.74 | 5.74 |
| Wellington CIF II Core Bond S1 | 5.61 | 5.34 |
| Pyramis Broad Market Duration Pool | 5.59 | 5.33 |
| Blackrock CoreActive Bond Fund | 4.70 | 4.56 |
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Navigator Fixed Income Fund 5 | 8.57 | 7.62 |
| Wellington CIF II Core Bond Plus | 8.24 | 7.64 |
| BlackRock CorePlus Bond Fund | 7.93 | 7.93 |
| Pyramis Broad Market Duration Pool | 7.15 | 6.88 |
| Wellington CIF II Core Bond S1 | 7.14 | 6.86 |
| Blackrock CoreActive Bond Fund | 6.92 | 6.78 |
| Navigator Fixed Income Fund 6 | 0.00 | 0.00 |
| PGI Multi-Sector Fixed Income Fund | 0.00 | 0.00 |
| Navigator Fixed Income Fund 1 | 0.00 | 0.00 |
| Navigator Fixed Income Fund 3 | 0.00 | 0.00 |
| Inflation-Protected Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Wellington CIF II Real Total Return | 7.35 | 7.25 |
| SSgA U.S. Inflation Protect Bond Idx A | 6.95 | 5.65 |
| PIMCO Diversified Real Asset CIT | 6.62 | 5.92 |
| PIMCO Real Return Collective Trust II | 6.33 | 6.06 |
| Blackrock US TIPS (For DC) | 5.79 | 5.74 |
| Wellington CIF II TIPS S1 | 4.05 | 3.91 |
| FMT/Vanguard Inflation Protected Bond R1 | 0.00 | 5.31 |
| Inflation-Protected Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Real Total Return | 8.03 | 7.74 |
| SSgA U.S. Inflation Protect Bond Idx A | 6.97 | 5.82 |
| Blackrock US TIPS (For DC) | 5.97 | 5.93 |
| PIMCO Real Return Collective Trust II | 0.00 | 0.00 |
| PIMCO Diversified Real Asset CIT | 0.00 | 0.00 |
| FMT/Vanguard Inflation Protected Bond R1 | 0.00 | 0.00 |
| Wellington CIF II TIPS S1 | 0.00 | 0.00 |
| Stable Value | 1 year gross return | 1 year net return |
|---|---|---|
| Fidelity M&R Managed Income Portfolio | 4.89 | 1.20 |
| IBEW NECA Stable Value Tr Bas Category | 2.95 | 2.36 |
| Fiduciary Capital Preservation Plus Fund | 2.72 | 2.36 |
| WTRISC CIT III for Metlife GAC 25554 M | 2.62 | 1.70 |
| WTRISC CIT III for Metlife GAC 25554 95 | 2.62 | 1.60 |
| WTRISC CIT III for Metlife GAC 25554 L | 2.61 | 1.94 |
| WTRISC CIT III for Metlife GAC 25554 75 | 2.61 | 1.80 |
| WTRISC CIT III for Metlife GAC 25554 75A | 2.61 | 1.79 |
| WTRISC CIT III for Metlife GAC 25554 80 | 2.61 | 1.75 |
| WTRISC CIT III for Metlife GAC 25554 40 | 2.60 | 2.14 |
| Stable Value | 5 year gross return | 5 year net return |
|---|---|---|
| Fidelity M&R Managed Income Portfolio | 4.75 | 1.67 |
| IBEW NECA Stable Value Tr Bas Category | 3.83 | 3.47 |
| Galliard Retirement Income Fund 85 | 3.82 | 2.94 |
| Wells Fargo Stable Value Fund D (MIF 25) | 3.78 | 3.52 |
| Galliard Retirement Income Fund 45 | 3.78 | 3.31 |
| Galliard Retirement Income Fund 60 | 3.78 | 3.16 |
| Galliard Managed Income Fund | 3.77 | 3.51 |
| Galliard Retirement Income Fund 35 | 3.76 | 3.40 |
| Fiduciary Capital Preservation Plus Fund | 3.67 | 3.30 |
| Putnam Stable Value Fund: 15bps | 3.52 | 3.36 |
| Emerging Markets Bond | 1 year gross return | 1 year net return |
|---|---|---|
| TCW Emerging Markets Fixed Income Cl D | 14.28 | 14.28 |
| Pru Emg Mkt Debt CIT Inst Class | 14.14 | 13.35 |
| Pyramis Emerging Market Debt Pool | 12.16 | 11.44 |
| MFS Emerging Markets Debt CIT | 10.91 | 10.82 |
| UBS Emerging Markets Debt Collective Fd | 10.52 | 9.83 |
| Emerging Markets Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Pru Emg Mkt Debt CIT Inst Class | 11.91 | 11.14 |
| Pyramis Emerging Market Debt Pool | 11.81 | 11.09 |
| TCW Emerging Markets Fixed Income Cl D | 0.00 | 0.00 |
| MFS Emerging Markets Debt CIT | 0.00 | 0.00 |
| UBS Emerging Markets Debt Collective Fd | 0.00 | 0.00 |
| World Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| AQR Capital Global Risk Premium 12Vol | 18.50 | 17.94 |
| SSgA Global Equity ex US Idx NL Fd Cl A | 17.99 | 8.63 |
| AQR Capital Global Risk Premium 10Vol | 15.32 | 14.85 |
| WTFSC Multi-Asset Portfolio Cl 0 | 10.26 | 10.20 |
| Navigator Growth Fund 3 | 8.62 | 6.82 |
| Navigator Growth Fund 4 | 8.24 | 6.72 |
| Navigator Growth Fund 1 | 8.20 | 6.94 |
| Navigator Growth Fund 5 | 8.11 | 7.12 |
| Navigator Growth Fund 6 | 8.09 | 7.36 |
| WTFSC Global Securities Portfolio Cl 0 | 8.05 | 7.84 |
| World Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| AQR Capital Global Risk Premium 12Vol | 12.28 | 11.75 |
| AQR Capital Global Risk Premium 10Vol | 10.33 | 9.90 |
| Wellington Opportunistic Investment | 4.57 | 4.88 |
| Navigator Conserv Growth (w/Sentry) Fd 3 | 4.25 | 2.42 |
| Navigator Conserv Growth (w/Sentry) Fd 5 | 4.21 | 3.15 |
| WTFSC Multi-Asset Portfolio Cl 0 | 3.31 | 3.27 |
| CS Solon Capital Ltd.(Hedge Idx Tracker) | 3.11 | 1.84 |
| WTFSC Global Securities Portfolio Cl 0 | 3.02 | 2.92 |
| Navigator Moderate Growth(w sentry) Fd 5 | 0.83 | -0.20 |
| Navigator Moderate Growth(w sentry) Fd 3 | 0.83 | -0.95 |
| Conservative Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| Evaluator Moderate CRP | 11.34 | 11.34 |
| Associated ASAP2 Growth Fund | 11.22 | 11.22 |
| Associated ASAP2 Aggressive Growth Fund | 10.79 | 10.79 |
| TD Retire Advocate Moderately Agrsv Fund | 10.73 | 10.73 |
| Associated ASAP2 Conserv Growth Fund | 9.96 | 9.96 |
| Associated ASAP Conservative Growth Fund | 9.85 | 9.85 |
| Manning & Napier Pro-Mix Modrte Term CIT | 9.69 | 9.69 |
| Associated ASAP2 Balanced Growth Fund | 8.80 | 8.80 |
| Evaluator Conservative CRP II | 8.41 | 8.41 |
| Manning & Napier Pro-Mix Consrv Term CIT | 8.07 | 8.07 |
| Conservative Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| TD AMERITRADE Mgd Rtrment Consv Cl I | 6.10 | 6.10 |
| Manning & Napier Pro-Mix Consrv Term CIT | 5.93 | 5.93 |
| TD AMERITRADE Mgd Rtrment Consv II | 5.84 | 5.84 |
| Manning & Napier Pro-Mix Modrte Term CIT | 5.66 | 5.66 |
| Associated ASAP2 Aggressive Growth Fund | 5.56 | 5.56 |
| Associated ASAP2 Conserv Growth Fund | 5.26 | 5.26 |
| Associated ASAP2 Growth Fund | 5.25 | 5.25 |
| Associated ASAP Conservative Growth Fund | 5.24 | 5.24 |
| Associated ASAP2 Balanced Growth Fund | 5.24 | 5.24 |
| Associated ASAP2 Balanced Fund | 5.05 | 5.05 |
| Moderate Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| First Trust Counter Infl Portfolio, R1 | 16.53 | -3.13 |
| First Trust Counter Infl Portfolio, R2 | 15.96 | -3.60 |
| First Trust Counter Infl Portfolio, R3 | 15.63 | -3.51 |
| Columbia Trust Balanced Fund II | 14.00 | 13.45 |
| WTFSC Strategic Balanced Portfolio Cl 0 | 12.63 | 12.54 |
| TD Retirement Advocate Aggressive Fund | 12.49 | 12.49 |
| Stadion Moderate Growth Fund CL 6 | 11.45 | 10.91 |
| Stadion Moderate Growth Fund CL 5 | 11.43 | 10.75 |
| Stadion Moderate Growth Fund CL 1 | 11.43 | 10.67 |
| Stadion Moderate Growth Fund, Class 2 | 11.43 | 10.34 |
| Moderate Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| WTFSC Strategic Balanced Portfolio Cl 0 | 7.94 | 7.86 |
| WTFSC Balanced Portfolio Cl 0 | 7.34 | 7.26 |
| Columbia Trust Balanced Fund II | 6.72 | 6.27 |
| Columbia Trust Sm/Mid Cap Growth Fund A | 6.24 | 5.26 |
| Columbia Trust Sm/Mid Cap Growth Fund | 6.22 | 6.22 |
| Manning & Napier Pro-Mix Extend Term CIT | 5.99 | 5.99 |
| TD AMERITRADE Mgd Rtrmnt Bal Cl I | 5.99 | 5.99 |
| Associated Growth Balanced LifeStage | 5.87 | 5.87 |
| TD Ameritrade Mgd Rtrmnt Mod Cl I | 5.86 | 5.86 |
| Associated Balanced LifeStage | 5.82 | 5.82 |
| Target Date 2000-2010 | 1 year gross return | 1 year net return |
|---|---|---|
| SSgA Target Retirement 2010 Fund Class I | 11.13 | 8.65 |
| Callan Glidepath 2010 Fund 70 | 10.85 | 9.93 |
| Callan Glidepath 2010 Fund 85 | 10.85 | 9.77 |
| Callan Glidepath 2010 Fund 25 | 10.82 | 10.39 |
| Callan Glidepath 2010 Fund 20 | 10.79 | 10.42 |
| Callan Glidepath 2010 Fund 0 | 10.77 | 10.62 |
| Callan Glidepath 2005 Fund 25 | 9.97 | 9.24 |
| Callan Glidepath 2005 Fund 20 | 9.96 | 9.27 |
| Principal Lifetime 2010 CIT | 9.80 | 9.80 |
| Manning & Napier RT 2010 CIT Class I | 9.13 | 9.13 |
| Target Date 2000-2010 | 5 year gross return | 5 year net return |
|---|---|---|
| Pyramis Active Lifecycle 2010 | 5.75 | 5.08 |
| Manning & Napier RT 2010 CIT Class I | 5.61 | 5.61 |
| The Vanguard Target Retire 2010 CIT | 5.50 | 5.46 |
| The Vanguard Target Retire-2010 Trust II | 5.47 | 5.40 |
| Schwab Managed Retirement Tr Fd 2010 III | 5.38 | 4.81 |
| Schwab Managed Retirement Tr Fd 2010 II | 5.38 | 4.67 |
| Schwab Managed Retirement Tr Fd 2010 I | 5.38 | 4.45 |
| Callan Glidepath 2010 Fund 20 | 5.31 | 5.07 |
| Manning & Napier RT 2010 CIT Class S | 5.29 | 5.29 |
| SSgA Target Retirement 2010 Fund Class I | 5.07 | 6.38 |
| Target Date 2011-2015 | 1 year gross return | 1 year net return |
|---|---|---|
| SSgA Target Retirement 2015 Fund Class I | 12.74 | 10.28 |
| Callan Glidepath 2015 Fund 25 | 11.50 | 11.14 |
| Callan Glidepath 2015 Fund 85 | 11.50 | 10.48 |
| Callan Glidepath 2015 Fund 20 | 11.44 | 11.14 |
| Callan Glidepath 2015 Fund 0 | 11.43 | 11.35 |
| Callan Glidepath 2015 Fund 70 | 11.36 | 10.51 |
| Schwab Managed Retirement Tr Fd 2015 III | 9.02 | 8.49 |
| Schwab Managed Retirement Tr Fd 2015 II | 9.02 | 8.34 |
| Schwab Managed Retirement Tr Fd 2015 I | 9.02 | 8.06 |
| Vanguard Target Retirement Trust Ps 2015 | 8.86 | 8.86 |
| Target Date 2011-2015 | 5 year gross return | 5 year net return |
|---|---|---|
| Putnam Retirement Advantage 2015: I | 5.59 | 5.08 |
| Pyramis Active Lifecycle 2015 | 5.54 | 4.87 |
| Putnam Retirement Advantage 2015: IV | 5.49 | 4.55 |
| The Vanguard Target Retire 2015 CIT | 5.47 | 5.42 |
| The Vanguard Target Retire-2015 Trust II | 5.45 | 5.38 |
| Blackrock LifePath 2015 CF | 5.34 | 4.82 |
| Callan Glidepath 2015 Fund 20 | 5.32 | 5.09 |
| Schwab Managed Retirement Tr Fd 2015 III | 5.26 | 4.69 |
| Schwab Managed Retirement Tr Fd 2015 II | 5.26 | 4.57 |
| Schwab Managed Retirement Tr Fd 2015 I | 5.26 | 4.33 |
| Target Date 2016-2020 | 1 year gross return | 1 year net return |
|---|---|---|
| SSgA Target Retirement 2020 Fund Class I | 13.95 | 11.25 |
| First Trust-Target Date Fund 2020, R1 | 13.74 | 7.42 |
| First Trust-Target Date Fund 2020, R2 | 13.17 | 6.99 |
| First Trust-Target Date Fund 2020, R3 | 12.92 | 6.71 |
| Principal Lifetime 2020 CIT | 12.52 | 12.52 |
| Callan Glidepath 2020 Fund 25 | 12.27 | 11.93 |
| Callan Glidepath 2020 Fund 20 | 12.24 | 11.95 |
| Callan Glidepath 2020 Fund 70 | 12.24 | 11.46 |
| Callan Glidepath 2020 Fund 85 | 12.23 | 11.29 |
| Callan Glidepath 2020 Fund 0 | 12.21 | 12.15 |
| Target Date 2016-2020 | 5 year gross return | 5 year net return |
|---|---|---|
| Manning & Napier RT 2020 CIT Class I | 6.03 | 6.03 |
| Putnam Retirement Advantage 2020: I | 5.84 | 5.32 |
| Manning & Napier RT 2020 CIT Class S | 5.71 | 5.71 |
| Callan Glidepath 2020 Fund 20 | 5.36 | 5.14 |
| Schwab Managed Retirement Tr Fd 2020 III | 5.35 | 4.79 |
| Schwab Managed Retirement Tr Fd 2020 II | 5.35 | 4.63 |
| Schwab Managed Retirement Tr Fd 2020 I | 5.35 | 4.42 |
| The Vanguard Target Retire 2020 CIT | 5.32 | 5.28 |
| Pyramis Active Lifecycle 2020 | 5.32 | 4.65 |
| The Vanguard Target Retire-2020 Trust II | 5.31 | 5.23 |
| Target Date 2021-2025 | 1 year gross return | 1 year net return |
|---|---|---|
| SSgA Target Retirement 2025 Fund Class I | 14.48 | 11.65 |
| Callan Glidepath 2025 Fund 85 | 12.87 | 11.85 |
| Callan Glidepath 2025 Fund 20 | 12.79 | 12.50 |
| Callan Glidepath 2025 Fund 70 | 12.79 | 11.94 |
| Callan Glidepath 2025 Fund 25 | 12.77 | 12.43 |
| Callan Glidepath 2025 Fund 0 | 12.76 | 12.69 |
| Schwab Managed Retirement Tr Fd 2025 III | 11.00 | 10.39 |
| Schwab Managed Retirement Tr Fd 2025 II | 11.00 | 10.21 |
| Schwab Managed Retirement Tr Fd 2025 I | 11.00 | 10.04 |
| SSgA Dow Jones Target 2025 Fund Class C | 10.70 | 0.00 |
| Target Date 2021-2025 | 5 year gross return | 5 year net return |
|---|---|---|
| Pyramis Active Lifecycle 2025 | 5.57 | 4.90 |
| Comerica Destination Fund 2025 - Class A | 5.51 | 4.81 |
| Comerica Destination Fund 2025 Instl Cl | 5.42 | 5.42 |
| Schwab Managed Retirement Tr Fd 2025 III | 5.27 | 4.70 |
| Schwab Managed Retirement Tr Fd 2025 II | 5.27 | 4.52 |
| Schwab Managed Retirement Tr Fd 2025 I | 5.27 | 4.34 |
| The Vanguard Target Retire 2025 CIT | 5.18 | 5.13 |
| The Vanguard Target Retire 2025 Trust II | 5.15 | 5.08 |
| Callan Glidepath 2025 Fund 20 | 5.14 | 4.91 |
| Pyramis Index Lifecycle 2025 | 5.01 | 4.81 |
| Target Date 2026-2030 | 1 year gross return | 1 year net return |
|---|---|---|
| First Trust-Target Date Fund 2030, R1 | 15.41 | 8.22 |
| SSgA Target Retirement 2030 Fund Class I | 15.13 | 12.07 |
| First Trust-Target Date Fund 2030, R2 | 14.85 | 7.78 |
| Principal Lifetime 2030 CIT | 14.58 | 14.58 |
| First Trust-Target Date Fund 2030, R3 | 14.40 | 7.53 |
| Manning & Napier RT 2030 CIT Class I | 13.78 | 13.78 |
| Callan Glidepath 2030 Fund 85 | 13.56 | 12.53 |
| Callan Glidepath 2030 Fund 70 | 13.55 | 12.68 |
| Callan Glidepath 2030 Fund 25 | 13.53 | 13.17 |
| Callan Glidepath 2030 Fund 20 | 13.48 | 13.18 |
| Target Date 2026-2030 | 5 year gross return | 5 year net return |
|---|---|---|
| Manning & Napier RT 2030 CIT Class I | 6.21 | 6.21 |
| Manning & Napier RT 2030 CIT Class S | 5.91 | 5.91 |
| Schwab Managed Retirement Tr Fd 2030 III | 5.19 | 4.64 |
| Schwab Managed Retirement Tr Fd 2030 II | 5.19 | 4.48 |
| Schwab Managed Retirement Tr Fd 2030 I | 5.19 | 4.26 |
| Callan Glidepath 2030 Fund 20 | 5.16 | 4.93 |
| Pyramis Active Lifecycle 2030 | 5.01 | 4.34 |
| The Vanguard Target Retire 2030 CIT | 4.98 | 4.95 |
| The Vanguard Target Retire 2030 Trust II | 4.96 | 4.89 |
| Blackrock - LifePath Index 2030 CF | 4.64 | 4.43 |
| Target Date 2031-2035 | 1 year gross return | 1 year net return |
|---|---|---|
| SSgA Target Retirement 2035 Fund Class I | 15.72 | 12.17 |
| Callan Glidepath 2035 Fund 85 | 13.91 | 12.86 |
| Callan Glidepath 2035 Fund 70 | 13.86 | 12.98 |
| Callan Glidepath 2035 Fund 25 | 13.82 | 13.45 |
| Callan Glidepath 2035 Fund 20 | 13.80 | 13.49 |
| SSgA Dow Jones Target 2035 Fund Class C | 13.79 | 0.00 |
| Callan Glidepath 2035 Fund 0 | 13.77 | 13.68 |
| Schwab Managed Retirement Tr Fd 2035 III | 12.20 | 11.58 |
| Schwab Managed Retirement Tr Fd 2035 II | 12.20 | 11.41 |
| Schwab Managed Retirement Tr Fd 2035 I | 12.20 | 11.21 |
| Target Date 2031-2035 | 5 year gross return | 5 year net return |
|---|---|---|
| Comerica Destination Fund 2035 - Class A | 5.52 | 4.82 |
| Comerica Destination Fund 2035 Instl Cl | 5.49 | 5.49 |
| Schwab Managed Retirement Tr Fd 2035 III | 5.32 | 4.74 |
| Schwab Managed Retirement Tr Fd 2035 II | 5.32 | 4.59 |
| Schwab Managed Retirement Tr Fd 2035 I | 5.32 | 4.39 |
| Callan Glidepath 2035 Fund 20 | 5.18 | 4.95 |
| Pyramis Active Lifecycle 2035 | 5.07 | 4.40 |
| The Vanguard Target Retire 2035 CIT | 5.01 | 4.97 |
| The Vanguard Target Retire 2035 Trust II | 5.00 | 4.93 |
| Pyramis Index Lifecycle 2035 | 4.70 | 4.50 |
| Target Date 2036-2040 | 1 year gross return | 1 year net return |
|---|---|---|
| First Trust-Target Date Fund 2040, R1 | 16.90 | 8.81 |
| First Trust-Target Date Fund 2040, R2 | 16.30 | 8.34 |
| SSgA Target Retirement 2040 Fund Class I | 16.17 | 12.33 |
| First Trust-Target Date Fund 2040, R3 | 16.05 | 8.22 |
| Principal Lifetime 2040 CIT | 15.16 | 15.16 |
| Callan Glidepath 2040 Fund 70 | 14.09 | 13.16 |
| Callan Glidepath 2040 Fund 85 | 14.08 | 12.99 |
| Callan Glidepath 2040 Fund 20 | 14.00 | 13.64 |
| Callan Glidepath 2040 Fund 25 | 14.00 | 13.58 |
| Callan Glidepath 2040 Fund 0 | 13.97 | 13.83 |
| Target Date 2036-2040 | 5 year gross return | 5 year net return |
|---|---|---|
| Manning & Napier RT 2040 CIT Class I | 5.69 | 5.69 |
| Manning & Napier RT 2040 CIT Class S | 5.38 | 5.38 |
| The Vanguard Target Retire 2040 CIT | 5.16 | 5.11 |
| Schwab Managed Retirement Tr Fd 2040 III | 5.13 | 4.59 |
| The Vanguard Target Retire 2040 Trust II | 5.13 | 5.06 |
| Schwab Managed Retirement Tr Fd 2040 II | 5.13 | 4.42 |
| Schwab Managed Retirement Tr Fd 2040 I | 5.13 | 4.22 |
| Callan Glidepath 2040 Fund 20 | 5.12 | 4.88 |
| Pyramis Active Lifecycle 2040 | 4.92 | 4.25 |
| Pyramis Index Lifecycle 2040 | 4.63 | 4.43 |
| Target Date 2041-2045 | 1 year gross return | 1 year net return |
|---|---|---|
| SSgA Target Retirement 2045 Fund Class I | 16.31 | 12.33 |
| SSgA Dow Jones Target 2045 Fund Class C | 15.23 | 0.00 |
| Callan Glidepath 2045 Fund 85 | 14.04 | 12.97 |
| Callan Glidepath 2045 Fund 25 | 13.99 | 13.59 |
| Callan Glidepath 2045 Fund 20 | 13.97 | 13.63 |
| Callan Glidepath 2045 Fund 0 | 13.93 | 13.82 |
| Schwab Managed Retirement Tr Fd 2045 III | 12.87 | 12.25 |
| Schwab Managed Retirement Tr Fd 2045 II | 12.87 | 12.06 |
| Schwab Managed Retirement Tr Fd 2045 I | 12.87 | 11.90 |
| Schwab Indexed Retirement Trust Fd 2045 | 12.75 | 12.55 |
| Target Date 2041-2045 | 5 year gross return | 5 year net return |
|---|---|---|
| Comerica Destination Fund 2045 - Class A | 5.70 | 5.00 |
| Comerica Destination Fund 2045 Instl Cl | 5.68 | 5.68 |
| Callan Glidepath 2045 Fund 20 | 5.18 | 4.95 |
| Schwab Managed Retirement Tr Fd 2045 III | 5.18 | 4.61 |
| Schwab Managed Retirement Tr Fd 2045 II | 5.18 | 4.45 |
| Schwab Managed Retirement Tr Fd 2045 I | 5.18 | 4.27 |
| The Vanguard Target Retire 2045 CIT | 5.12 | 5.07 |
| The Vanguard Target Retire 2045 Trust II | 5.09 | 5.02 |
| Pyramis Active Lifecycle 2045 | 4.95 | 4.28 |
| Pyramis Index Lifecycle 2045 | 4.68 | 4.48 |
| Retirement Income | 1 year gross return | 1 year net return |
|---|---|---|
| SSgA Target Retirement Income Fund Cl I | 9.83 | 7.38 |
| Manning & Napier Income CIT Class I | 8.31 | 8.31 |
| ING Target Solution Trust Income | 8.27 | 8.10 |
| Manning & Napier Income CIT Class S | 7.99 | 7.99 |
| TD AMERITRADE Retire Income Fd Class II | 7.77 | 7.77 |
| Principal Lifetime Strategic Income CIT | 7.30 | 7.30 |
| Blackrock - LifePath Idx Retirmt CF | 7.21 | 7.00 |
| Blackrock LifePath Retirement CF | 7.19 | 6.66 |
| Schwab Managed Retirement Tr Fd Inc III | 6.88 | 6.29 |
| Schwab Managed Retirement Tr Fd Inc II | 6.88 | 6.14 |
| Retirement Income | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock LifePath Retirement CF | 6.12 | 5.59 |
| Manning & Napier Income CIT Class I | 6.09 | 6.09 |
| Manning & Napier Income CIT Class S | 5.81 | 5.81 |
| Schwab Managed Retirement Tr Fd Inc III | 5.73 | 5.15 |
| Schwab Managed Retirement Tr Fd Inc II | 5.73 | 5.00 |
| Schwab Managed Retirement Tr Fd Inc I | 5.72 | 4.79 |
| The Vanguard Target Retire Income CIT | 5.66 | 5.62 |
| The Vanguard Target Retire Incm Trust II | 5.57 | 5.57 |
| Blackrock - LifePath Idx Retirmt CF | 5.50 | 5.29 |
| Comerica Destination Fund Retire-Class A | 5.15 | 4.45 |
