Top performing managers by category: separate accounts , 2nd Quarter 2013
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August 19, 2013 01:00 AM

Top performing managers by category: separate accounts , 2nd Quarter 2013

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    Large Blend1 year gross return1 year net return
    Smead Capital Appreciation36.9035.83
    Janus Opportunistic Alpha MA (Retail)33.4329.59
    John Hancock AM Fdmtl Lg Cp Val Non-Wrap31.7630.45
    M.D. Sass Svcs Relative Val Eq31.0230.39
    PIMCO Fundamental IndexPLUS Abs Return29.7828.76
    Harris Assoc. Concentrated29.5728.34
    MDT All Cap Core MA29.3925.64
    DeRoy & Devereaux All Cap Equity29.2228.40
    GAM Large-Cap Value Strategy29.1728.66
    RS Large Cap Value29.1028.07

    Large Blend5 year gross return5 year net return
    Good Harbor Tactical Equity Income27.9125.44
    W.E. Donoghue Power Dividend Index18.4516.15
    PIMCO Fundamental IndexPLUS Abs Return16.7715.86
    Oak Associates All Cap Core Growth15.7114.85
    PIMCO StocksPLUS Long Duration15.5414.97
    F-Squared AlphaSector Premium Index13.8113.13
    Harris Assoc. Concentrated12.8311.76
    Franchise Partners - US Equity12.7111.83
    TTM 500 Strategy12.7011.32
    Smead Capital Appreciation12.6611.96

    Mid-Cap Blend1 year gross return1 year net return
    Wellington All Cap Opportunities44.7343.48
    Horizon Spin-Off Institutional37.1535.77
    Iridian Private Business Value Mid-Cap37.1136.67
    SouthernSun SMID Cap Composite36.4235.79
    RS Small Cap Value35.2833.55
    AT Financial Advisors Corp Mid Cap Core35.2434.50
    Fairpointe Mid-Cap Core Equity35.0933.87
    Kinetics Small-Mid Cap Strategy34.3432.44
    Validea Select Blend34.0431.86
    Wellington Select Capital Appreciation33.8832.26

    Mid-Cap Blend5 year gross return5 year net return
    SouthernSun SMID Cap Composite16.6016.03
    F-Squared AlphaSector AlphaDEX Pre Idx15.6714.98
    Clarkston Capital Partners US Small Cap14.5613.51
    Broadview All Cap Equity14.0512.81
    Burgundy US Small / Mid Cap Composite14.0412.92
    Pyramis Small/Mid Cap Core Composite13.5812.74
    Ariel Mid-Cap Value12.9111.79
    Jensen Value Equity Comp12.8612.08
    Bernzott Capital Small Cap Equity12.8012.02
    The Boston Mid-Cap Opportunistic Equity12.7311.82

    Small Blend1 year gross return1 year net return
    Tieton Small Cap Value43.3542.27
    Horizon Small Cap Institutional42.5541.13
    PENN Capital Mgt Small Cap Equity39.4838.70
    1492 Small Cap Core Alpha37.7836.41
    Numeric Investors Small Cap Growth36.0734.88
    PNC Cap Adv Structured Sm Cap Core Eq35.8934.69
    The Boston SMID Cap Opportunistic Value35.4934.31
    Keeley Inst. SMID Cap Value SMA35.3735.20
    Analytic Small-Mid Cap Equity35.3334.11
    Keeley Inst. Small Cap Value SMA34.9934.65

    Small Blend5 year gross return5 year net return
    Granite Small Cap Core Equity Composite18.1016.95
    Vulcan Value Partners Small Cap Stra17.8716.66
    The Boston Small Cap Oprtnstc Val Eq Mgt16.6515.51
    Frontier Small Cap Value16.6415.83
    The Boston SMID Cap Opportunistic Value16.4815.43
    PIMCO StocksPLUS Small Cap Abs Return16.2115.18
    Burgundy US Small Cap Value Composite16.0014.82
    RevenueShares VTL Small Cap Index15.1614.59
    The London Co. Small Cap15.1614.54
    Shapiro Capital Mgt Sm-Cap Val15.0212.91

    Large Growth1 year gross return1 year net return
    Goldman Sachs Master Limited Partnership39.3238.02
    Fairpointe Focused Equity37.0335.66
    Kinetics All-Cap Equity36.6534.67
    ClearBridge Multi Cap Growth ESG33.3129.50
    ClearBridge Multi Cap Growth ESG SMA33.2429.45
    ClearBridge Multi Cap Growth SMA31.8128.08
    TCW Pluris31.7030.39
    ClearBridge Aggressive Growth31.6830.70
    Elemental Capital Growth31.0228.48
    Cambridge Aggressive Equity29.7127.44

    Large Growth5 year gross return5 year net return
    S&P Competitive Advantage14.4814.20
    Vulcan Value Partners Large Cap Value14.1713.22
    ClearBridge Multi Cap Growth ESG13.7710.49
    ClearBridge Multi Cap Growth ESG SMA13.7610.48
    Wedgewood Concentrated Lg-Cap Gr13.4412.62
    HSMP Concentrated Quality Growth Eq13.1312.47
    Delaware All Cap Gr Eq12.9312.12
    Heritage All Cap Growth Equity12.9112.01
    Loomis Sayles All Cap Growth12.2111.72
    ClearBridge Multi Cap Growth SMA12.208.96

    Mid-Cap Growth1 year gross return1 year net return
    Eventide Midcap Folio40.9240.10
    RS Concentrated All-Cap Value36.5535.27
    Mazama Mid Cap Growth33.5332.74
    Pinnacle Small Mid Cap Equity30.3129.04
    Broad Run Focus Equity Strategy Cmpst29.7928.50
    Insight Concentrated Growth29.6727.23
    Pinnacle Concentrated SMID29.3228.06
    Denver Inv SMID-Growth28.8627.80
    William Blair SMID Gr Team28.8027.61
    FPA Small/Mid-Cap Quality Value28.7927.46

    Mid-Cap Growth5 year gross return5 year net return
    Delaware - Smid-Cap Growth-Focus17.9817.16
    Quantum Mid Cap Growth15.2013.84
    Riverbridge SMID Growth14.7613.79
    Pinnacle Concentrated SMID14.6613.53
    Atlanta High Quality SMID Cap Wrap14.3311.03
    Atlanta High Quality Smid Cap14.3113.37
    Kayne Anderson Rudnick SMID Quality Val14.1113.09
    Select Equity Small-Mid Cap Core13.6511.77
    GW&K Small/Mid Cap Core Strategy13.4412.32
    GW&K Small/Mid Cap Core Strategy - Wrap13.3912.27

    Small Growth1 year gross return1 year net return
    Essex Inv Mgt - Micro Cap Growth44.8743.53
    Mazama Emerging Small Cap Growth44.7243.58
    Driehaus Micro Cap Growth43.3841.98
    Kalo Capital - Trading Strategy40.4036.42
    Kennedy Small Cap Fundamental Growth40.0738.79
    Ironwood Inv Mgt Conc Small Cap Val39.2337.88
    Bares Capital Mgt Small-Cap38.8937.08
    Granahan Inv Mgt - Sm Cap Focused Grth37.9937.05
    Lord Abbett & Co. Micro Cap Growth37.5935.87
    Allianz US Ultra Micro Cap36.9535.58

    Small Growth5 year gross return5 year net return
    12th Street Small Cap Value28.2026.95
    12th Street Asset Opportunity21.1620.02
    Granahan Inv Mgt - Sm Cap Focused Grth20.4219.33
    Allianz US Ultra Micro Cap20.2518.73
    Bares Capital Mgt Small-Cap19.1817.68
    Kayne Anderson Rudnick SC Quality Select19.1417.66
    Kornitzer Emerging Opportunities18.5816.80
    Bares Capital Mgt Micro-Cap Eq18.5017.04
    Rice Hall James Small Cap Opportunities17.8216.92
    Investment Management of Virginia Opport17.7717.18

    Large Value1 year gross return1 year net return
    S&P Intrinsic Value39.0738.73
    Seizert Capital Concentrated Equity38.3537.37
    Snow Capital Mgt Focused Value37.6036.63
    Eagle All Cap Equity35.2933.24
    Snow Capital Mgt Large Cap Value35.2434.16
    Brandywine Traditional Large Cap Val Eq34.6530.82
    CornerCap Fundametrics Large34.3933.69
    Snow Capital Mgt LP All-Cap U.S. Val Eq34.2633.01
    Brandes U.S. Value Equity33.5132.58
    The Boston US Dynamic Large Cap Value SA33.4132.57

    Large Value5 year gross return5 year net return
    S&P Intrinsic Value15.9915.71
    RIM High Income Dividend Yield Portfolio15.6715.67
    S&P 415.6115.32
    S&P Dividend Income & Growth15.6015.31
    Brookmont Capital Dividend Equity14.7613.60
    O’Shaughnessy Market Leaders Value14.5212.71
    Gries Logix Industry Relative Yield Str14.2913.24
    ACR EQR Equity Quality Return14.1713.33
    Eagle All Cap Equity12.9310.89
    RIM Equity Income Opportunity Portfolio12.8812.88

    Mid-Cap Value1 year gross return1 year net return
    Seizert Capital Partners Mid Cap45.8044.62
    Lyrical Asset Management, L.P.44.5141.44
    Brandes U.S. Mid-Cap Value Equity38.3936.87
    Hotchkis & Wiley Md-Cap Val37.9337.01
    NB Rachlin Income Plus (PAM)36.5036.46
    LSV Asset Mgt Md-Cap Val Eq36.1135.31
    Diamond Hill Small-Mid Cap Equity35.4134.31
    Hotchkis & Wiley Value Opp Strgy33.7332.76
    Special Mid Cap Value Equity33.4832.37
    AllianceBernstein MA Sm Md-Cap Val33.3232.09

    Mid-Cap Value5 year gross return5 year net return
    NB Rachlin Income Plus (PAM)19.6018.50
    Hotchkis & Wiley Value Opp Strgy17.8817.01
    Hotchkis & Wiley Md-Cap Val17.1116.31
    Texas First Select Value14.9113.23
    Pzena Mid-Cap Value14.6613.77
    Triad Investment Mngt Equity14.3412.76
    Lee Munder Capital Group Mid-Cap Value13.9613.08
    Brandes U.S. Mid-Cap Value Equity13.9312.86
    Ceredex Mid Cap Value Equity13.4212.53
    Robeco BP Mid-Cap Value Equity13.3612.58

    Small Value1 year gross return1 year net return
    Towle & Co. Deep Value49.9548.96
    Cooke & Bieler Small Cap Value Equity43.4942.11
    Skyline Asset Mgt Small Cap Value38.1837.09
    O'Shaughnessy Microcap38.0937.27
    NorthPointe Capital Micro Cap Value37.6836.44
    GlobeFlex U.S. Micro Cap Equity Cmpst37.6536.43
    Snow Capital Mgt Small Cap Value Eq37.2836.00
    MDT Sm-Cap Val36.1634.84
    Athena Pure Valuation Profitability36.0835.23
    Pacific Ridge Capital Ptnrs Micro Cp Val35.5233.69

    Small Value5 year gross return5 year net return
    NorthPointe Capital Micro Cap Value18.7218.50
    Winslow Asset Mgt Small-Cap Core Equity17.2016.49
    Fuller & Thaler Small-Cap Value16.6815.98
    Piermont Small Cap Value Composite16.5715.52
    Pacific Ridge Capital Ptnrs Micro Cp Val16.5414.88
    PENN Capital Micro Cap Equity15.7915.07
    Ariel Micro-Cap Value Composite15.6914.21
    Pzena Small Cap Value15.4514.31
    Snow Capital Mgt Small Cap Value Eq15.0713.97
    Edge SMA SMID Cap Divi Inc without MLP's14.8113.70

    Bear Market1 year gross return1 year net return
    Optimus Global Advantage All Asset10.9210.37
    Optimus Advantage Plus-4.39-4.87
    Optimus Global Advantage Plus-8.11-8.57
    Federated Alternative Bear Equity Comp-18.72-19.94
    Leuthold AdvantHedge-21.26-22.13

    Bear Market5 year gross return5 year net return
    Federated Alternative Bear Equity Comp-9.19-10.49
    Leuthold AdvantHedge-16.66-17.97
    Optimus Global Advantage All Asset0.000.00
    Optimus Advantage Plus0.000.00
    Optimus Global Advantage Plus0.000.00

    Financial1 year gross return1 year net return
    RevenueShares VTL Financial Index44.8444.14
    Fenimore Banking Composite28.1927.01
    Artisan Non-U.S. Growth SA22.4921.38
    Stonebridge NRA Preferred Securities4.584.19
    Stonebridge Modified Taxable Pref Secs2.602.30
    Transamerica I-Series GTA Conservative1.240.00

    Financial5 year gross return5 year net return
    Artisan Non-U.S. Growth SA3.422.45
    RevenueShares VTL Financial Index0.000.00
    Fenimore Banking Composite0.000.00
    Stonebridge NRA Preferred Securities0.000.00
    Stonebridge Modified Taxable Pref Secs0.000.00
    Transamerica I-Series GTA Conservative0.000.00

    Health1 year gross return1 year net return
    Financial Trust Health Value36.4234.70
    Essex Global Life Sciences15.7414.57

    Health5 year gross return5 year net return
    Financial Trust Health Value13.6312.22
    Essex Global Life Sciences12.5811.46

    Natural Resources1 year gross return1 year net return
    Zacks MLP Strategy32.1831.22
    Boston Global Natural Resources Equity7.546.69
    Wellington Global Agriculture5.634.58
    RS Global Natural Resources3.902.54
    Wellington Global Natural Resources2.841.82
    Sandhill Hard Asset2.741.72
    IS - Beta Source1.36-0.03
    SSgA Multisource Active Commodity Strat-1.15-1.79
    Newgate Global Resources SMA Retail-5.22-6.09
    Newgate Global Resources-5.26-5.69

    Natural Resources5 year gross return5 year net return
    Zacks MLP Strategy19.3618.48
    Wellington Global Agriculture-1.99-2.97
    RS Global Natural Resources-2.23-3.59
    Investec Global Natural Res Composite-3.38-6.06
    SSgA Multisource Active Commodity Strat-4.55-5.18
    Tradewinds Global Natural Resources-4.59-5.49
    Boston Global Natural Resources Equity-7.60-8.33
    Wellington Global Natural Resources-8.87-9.79
    SSgA Dow Jones-UBS Commodity TR Index-11.67-11.86
    Newgate Global Resources-12.27-13.08

    Equity Precious Metals1 year gross return1 year net return
    AIS TAAP-16.99-17.80
    GAMCO Gold-43.46-44.04

    Equity Precious Metals5 year gross return5 year net return
    AIS TAAP4.343.33
    GAMCO Gold0.000.00

    Real Estate1 year gross return1 year net return
    Real Estate Mgt Svcs Real Est Val Port23.0122.38
    Cohen & Steers Realty Focus20.2819.19
    Morgan Dempsey Dividend Income16.3315.20
    PGI Global REIT Income16.1915.56
    SmithAssetMgt–REIT15.7814.64
    Brookfield US Value Income REIT15.7515.03
    Chilton Capital Management REIT Strategy15.2114.34
    Renaissance REITS - Wrap14.1510.80
    Janus Real Estate Income MA (Retail)13.099.83
    American Core Realty Fund, LLC11.3710.28

    Real Estate5 year gross return5 year net return
    Cohen & Steers Realty Focus16.7715.72
    Brookfield US Value Income REIT14.4613.82
    Chilton Capital Management REIT Strategy13.7812.85
    Renaissance REITS - Wrap13.4310.02
    Morgan Dempsey Dividend Income12.6911.61
    Real Estate Mgt Svcs Real Est Val Port12.2511.67
    AEW U.S. Long/Short REIT Strategy11.6010.11
    SmithAssetMgt–REIT11.4610.35
    Neuberger Berman REIT10.9310.09
    Uniplan REIT Portfolio10.498.14

    Technology1 year gross return1 year net return
    Zevenbergen Z/Tech39.7638.44
    Private Capital Management Value Focus24.8023.86
    Crabtree Multi-Cap Technology24.1823.28
    Oak Associates Technology Portfolio21.9721.36
    RCM Global Technology Equity18.6417.46
    Princeton Young Enterprise Shares (YES)18.1716.60
    MFS Technology Equity15.9214.99
    RS Technology Composite11.159.44

    Technology5 year gross return5 year net return
    Zevenbergen Z/Tech12.2911.21
    Private Capital Management Value Focus11.6410.47
    RS Technology Composite10.138.42
    Oak Associates Technology Portfolio10.099.32
    RCM Global Technology Equity9.618.74
    MFS Technology Equity9.078.18
    Princeton Young Enterprise Shares (YES)7.536.09
    Crabtree Multi-Cap Technology0.000.00

    Utilities1 year gross return1 year net return
    HIS Top 15 Utility20.8819.70
    MFS Utilities Equity19.6218.87
    Miller/Howard Distribution/Merg Util SMA17.6514.21
    Cohen & Steers Global Infra Composite17.3815.98
    Miller/Howard Distribution/Merging Utili17.3316.19
    Miller/Howard Utilities + Infrastructure16.5315.39
    Levin Capital Strategies Utilities Yield12.7811.67
    W.H. Reaves Long Term Value12.7712.06

    Utilities5 year gross return5 year net return
    Miller/Howard Distribution/Merg Util SMA8.114.93
    Miller/Howard Distribution/Merging Utili7.736.70
    MFS Utilities Equity6.005.31
    Miller/Howard Utilities + Infrastructure3.862.85
    Cohen & Steers Global Infra Composite3.772.33
    W.H. Reaves Long Term Value3.222.66
    HIS Top 15 Utility0.000.00
    Levin Capital Strategies Utilities Yield0.000.00

    Equity Energy1 year gross return1 year net return
    Chickasaw MLP SMA47.3246.49
    Cushing MLP Instl Alpha Strategy44.4643.52
    Cushing MLP Instl Core Strategy44.0342.02
    Salient MLP Separate Accounts41.3640.18
    Yorkville MLP Core Income Strategy40.3336.25
    Invesco Master Limited Partnership39.5038.14
    Westwood Mgt Corp. MLP Infrastr. Renewal38.3937.25
    Tortoise Midstream MLP Separate Accounts37.7936.47
    Harvest MLP Alpha Strategy36.4935.70
    Miller/Howard MLP Focus34.6033.31

    Equity Energy5 year gross return5 year net return
    Invesco Master Limited Partnership24.2323.01
    Salient MLP Separate Accounts23.9623.10
    Harvest MLP Alpha Strategy22.1121.35
    Tortoise Midstream MLP Separate Accounts21.8120.68
    Center Coast MLP SMA21.4020.28
    EGA MLP Total Return SMA Composite21.0619.64
    Chickasaw MLP SMA20.7019.86
    Westwood Mgt Corp. MLP Infrastr. Renewal20.3520.01
    DAC MLP Only19.5918.66
    FAMCO MLP Master Ltd Partnerships19.2218.09

    Aggressive Allocation1 year gross return1 year net return
    ValueWorks Bal Comp26.5424.77
    Lyons Tactical Allocation Portfolio24.6522.57
    Lyons Managed Tactical Portfolio24.6522.57
    NGAM Advisors-Core MSA 5-100% Equity23.0519.76
    Advisors Capital Mgt Balanced22.3420.90
    Alpha Mid-Cap Power Idx Managed Account21.8619.43
    LMG Balanced21.8420.56
    MIS Agg Growth Strategy - Taxable-NFS21.5218.45
    Dodge & Cox Balanced21.0721.07
    MIS Agg Growth Strategy - Taxable-BNY20.4818.68

    Aggressive Allocation5 year gross return5 year net return
    TTM Momentum-Growth12.4511.07
    LMG Balanced11.119.89
    PageOne Founders10.588.95
    Efficient Market 20 Plus Yrs Aggressive9.358.50
    Clark Navigator MultiStrategy 75-25(SAI)8.957.30
    Advisors Capital Mgt Balanced8.947.42
    Dean Inv Multi-Cap 808.577.79
    NGAM Advisors-Inc MSA 2-75% Fixed8.405.47
    Eagle Equity Income Balanced8.205.94
    Dodge & Cox Balanced8.197.91

    Bank Loan1 year gross return1 year net return
    Goldman Sachs LIBOR Plus10.518.08
    KAM Bank Loans plus High Yield Composite10.189.53
    Lord Abbett & Co. Bank Loan9.168.25
    3i US Senior Loan Composite8.817.95
    Columbia Bank Loan Strategy8.577.98
    Stone Harbor Leveraged Loans8.328.00
    Newfleet Senior Floating Rate Composite7.967.32
    FT Bank Loans Separate Account Composite7.887.52
    Babson U.S. Bank Loans7.547.01
    PGI Bank Loans7.166.97

    Bank Loan5 year gross return5 year net return
    KAM Bank Loans plus High Yield Composite10.579.88
    Newfleet Senior Floating Rate Composite7.196.55
    Eaton Vance Mgt Senior Secured Floating6.666.15
    PGI Bank Loans6.616.47
    T. Rowe Price Floating Rate Bank Loan6.616.08
    Babson U.S. Bank Loans6.596.05
    Pioneer Bank Loan Composite6.385.33
    Columbia Bank Loan Strategy6.255.67
    Lord Abbett & Co. Bank Loan6.005.31
    Stone Harbor Leveraged Loans5.765.39

    Small Value1 year gross return1 year net return
    Towle & Co. Deep Value49.9548.96
    Cooke & Bieler Small Cap Value Equity43.4942.11
    Skyline Asset Mgt Small Cap Value38.1837.09
    O'Shaughnessy Microcap38.0937.27
    NorthPointe Capital Micro Cap Value37.6836.44
    GlobeFlex U.S. Micro Cap Equity Cmpst37.6536.43
    Snow Capital Mgt Small Cap Value Eq37.2836.00
    MDT Sm-Cap Val36.1634.84
    Athena Pure Valuation Profitability36.0835.23
    Pacific Ridge Capital Ptnrs Micro Cp Val35.5233.69

    Small Value5 year gross return5 year net return
    NorthPointe Capital Micro Cap Value18.7218.50
    Winslow Asset Mgt Small-Cap Core Equity17.2016.49
    Fuller & Thaler Small-Cap Value16.6815.98
    Piermont Small Cap Value Composite16.5715.52
    Pacific Ridge Capital Ptnrs Micro Cp Val16.5414.88
    PENN Capital Micro Cap Equity15.7915.07
    Ariel Micro-Cap Value Composite15.6914.21
    Pzena Small Cap Value15.4514.31
    Snow Capital Mgt Small Cap Value Eq15.0713.97
    Edge SMA SMID Cap Divi Inc without MLP's14.8113.70

    Mid-Cap Value1 year gross return1 year net return
    Seizert Capital Partners Mid Cap45.8044.62
    Lyrical Asset Management, L.P.44.5141.44
    Brandes U.S. Mid-Cap Value Equity38.3936.87
    Hotchkis & Wiley Md-Cap Val37.9337.01
    NB Rachlin Income Plus (PAM)36.5036.46
    LSV Asset Mgt Md-Cap Val Eq36.1135.31
    Diamond Hill Small-Mid Cap Equity35.4134.31
    Hotchkis & Wiley Value Opp Strgy33.7332.76
    Special Mid Cap Value Equity33.4832.37
    AllianceBernstein MA Sm Md-Cap Val33.3232.09

    Mid-Cap Value5 year gross return5 year net return
    NB Rachlin Income Plus (PAM)19.6018.50
    Hotchkis & Wiley Value Opp Strgy17.8817.01
    Hotchkis & Wiley Md-Cap Val17.1116.31
    Texas First Select Value14.9113.23
    Pzena Mid-Cap Value14.6613.77
    Triad Investment Mngt Equity14.3412.76
    Lee Munder Capital Group Mid-Cap Value13.9613.08
    Brandes U.S. Mid-Cap Value Equity13.9312.86
    Ceredex Mid Cap Value Equity13.4212.53
    Robeco BP Mid-Cap Value Equity13.3612.58

    Large Value1 year gross return1 year net return
    S&P Intrinsic Value39.0738.73
    Seizert Capital Concentrated Equity38.3537.37
    Snow Capital Mgt Focused Value37.6036.63
    Eagle All Cap Equity35.2933.24
    Snow Capital Mgt Large Cap Value35.2434.16
    Brandywine Traditional Large Cap Val Eq34.6530.82
    CornerCap Fundametrics Large34.3933.69
    Snow Capital Mgt LP All-Cap U.S. Val Eq34.2633.01
    Brandes U.S. Value Equity33.5132.58
    The Boston US Dynamic Large Cap Value SA33.4132.57

    Large Value5 year gross return5 year net return
    S&P Intrinsic Value15.9915.71
    RIM High Income Dividend Yield Portfolio15.6715.67
    S&P 415.6115.32
    S&P Dividend Income & Growth15.6015.31
    Brookmont Capital Dividend Equity14.7613.60
    O’Shaughnessy Market Leaders Value14.5212.71
    Gries Logix Industry Relative Yield Str14.2913.24
    ACR EQR Equity Quality Return14.1713.33
    Eagle All Cap Equity12.9310.89
    RIM Equity Income Opportunity Portfolio12.8812.88

    Small Growth1 year gross return1 year net return
    Essex Inv Mgt - Micro Cap Growth44.8743.53
    Mazama Emerging Small Cap Growth44.7243.58
    Driehaus Micro Cap Growth43.3841.98
    Kalo Capital - Trading Strategy40.4036.42
    Kennedy Small Cap Fundamental Growth40.0738.79
    Ironwood Inv Mgt Conc Small Cap Val39.2337.88
    Bares Capital Mgt Small-Cap38.8937.08
    Granahan Inv Mgt - Sm Cap Focused Grth37.9937.05
    Lord Abbett & Co. Micro Cap Growth37.5935.87
    Allianz US Ultra Micro Cap36.9535.58

    Small Growth5 year gross return5 year net return
    12th Street Small Cap Value28.2026.95
    12th Street Asset Opportunity21.1620.02
    Granahan Inv Mgt - Sm Cap Focused Grth20.4219.33
    Allianz US Ultra Micro Cap20.2518.73
    Bares Capital Mgt Small-Cap19.1817.68
    Kayne Anderson Rudnick SC Quality Select19.1417.66
    Kornitzer Emerging Opportunities18.5816.80
    Bares Capital Mgt Micro-Cap Eq18.5017.04
    Rice Hall James Small Cap Opportunities17.8216.92
    Investment Management of Virginia Opport17.7717.18

    Mid-Cap Growth1 year gross return1 year net return
    Eventide Midcap Folio40.9240.10
    RS Concentrated All-Cap Value36.5535.27
    Mazama Mid Cap Growth33.5332.74
    Pinnacle Small Mid Cap Equity30.3129.04
    Broad Run Focus Equity Strategy Cmpst29.7928.50
    Insight Concentrated Growth29.6727.23
    Pinnacle Concentrated SMID29.3228.06
    Denver Inv SMID-Growth28.8627.80
    William Blair SMID Gr Team28.8027.61
    FPA Small/Mid-Cap Quality Value28.7927.46

    Mid-Cap Growth5 year gross return5 year net return
    Delaware - Smid-Cap Growth-Focus17.9817.16
    Quantum Mid Cap Growth15.2013.84
    Riverbridge SMID Growth14.7613.79
    Pinnacle Concentrated SMID14.6613.53
    Atlanta High Quality SMID Cap Wrap14.3311.03
    Atlanta High Quality Smid Cap14.3113.37
    Kayne Anderson Rudnick SMID Quality Val14.1113.09
    Select Equity Small-Mid Cap Core13.6511.77
    GW&K Small/Mid Cap Core Strategy13.4412.32
    GW&K Small/Mid Cap Core Strategy - Wrap13.3912.27

    Large Growth1 year gross return1 year net return
    Goldman Sachs Master Limited Partnership39.3238.02
    Fairpointe Focused Equity37.0335.66
    Kinetics All-Cap Equity36.6534.67
    ClearBridge Multi Cap Growth ESG33.3129.50
    ClearBridge Multi Cap Growth ESG SMA33.2429.45
    ClearBridge Multi Cap Growth SMA31.8128.08
    TCW Pluris31.7030.39
    ClearBridge Aggressive Growth31.6830.70
    Elemental Capital Growth31.0228.48
    Cambridge Aggressive Equity29.7127.44

    Large Growth5 year gross return5 year net return
    S&P Competitive Advantage14.4814.20
    Vulcan Value Partners Large Cap Value14.1713.22
    ClearBridge Multi Cap Growth ESG13.7710.49
    ClearBridge Multi Cap Growth ESG SMA13.7610.48
    Wedgewood Concentrated Lg-Cap Gr13.4412.62
    HSMP Concentrated Quality Growth Eq13.1312.47
    Delaware All Cap Gr Eq12.9312.12
    Heritage All Cap Growth Equity12.9112.01
    Loomis Sayles All Cap Growth12.2111.72
    ClearBridge Multi Cap Growth SMA12.208.96

    Small Blend1 year gross return1 year net return
    Tieton Small Cap Value43.3542.27
    Horizon Small Cap Institutional42.5541.13
    PENN Capital Mgt Small Cap Equity39.4838.70
    1492 Small Cap Core Alpha37.7836.41
    Numeric Investors Small Cap Growth36.0734.88
    PNC Cap Adv Structured Sm Cap Core Eq35.8934.69
    The Boston SMID Cap Opportunistic Value35.4934.31
    Keeley Inst. SMID Cap Value SMA35.3735.20
    Analytic Small-Mid Cap Equity35.3334.11
    Keeley Inst. Small Cap Value SMA34.9934.65

    Small Blend5 year gross return5 year net return
    Granite Small Cap Core Equity Composite18.1016.95
    Vulcan Value Partners Small Cap Stra17.8716.66
    The Boston Small Cap Oprtnstc Val Eq Mgt16.6515.51
    Frontier Small Cap Value16.6415.83
    The Boston SMID Cap Opportunistic Value16.4815.43
    PIMCO StocksPLUS Small Cap Abs Return16.2115.18
    Burgundy US Small Cap Value Composite16.0014.82
    RevenueShares VTL Small Cap Index15.1614.59
    The London Co. Small Cap15.1614.54
    Shapiro Capital Mgt Sm-Cap Val15.0212.91

    Mid-Cap Blend1 year gross return1 year net return
    Wellington All Cap Opportunities44.7343.48
    Horizon Spin-Off Institutional37.1535.77
    Iridian Private Business Value Mid-Cap37.1136.67
    SouthernSun SMID Cap Composite36.4235.79
    RS Small Cap Value35.2833.55
    AT Financial Advisors Corp Mid Cap Core35.2434.50
    Fairpointe Mid-Cap Core Equity35.0933.87
    Kinetics Small-Mid Cap Strategy34.3432.44
    Validea Select Blend34.0431.86
    Wellington Select Capital Appreciation33.8832.26

    Mid-Cap Blend5 year gross return5 year net return
    SouthernSun SMID Cap Composite16.6016.03
    F-Squared AlphaSector AlphaDEX Pre Idx15.6714.98
    Clarkston Capital Partners US Small Cap14.5613.51
    Broadview All Cap Equity14.0512.81
    Burgundy US Small / Mid Cap Composite14.0412.92
    Pyramis Small/Mid Cap Core Composite13.5812.74
    Ariel Mid-Cap Value12.9111.79
    Jensen Value Equity Comp12.8612.08
    Bernzott Capital Small Cap Equity12.8012.02
    The Boston Mid-Cap Opportunistic Equity12.7311.82

    Large Blend1 year gross return1 year net return
    Smead Capital Appreciation36.9035.83
    Janus Opportunistic Alpha MA (Retail)33.4329.59
    John Hancock AM Fdmtl Lg Cp Val Non-Wrap31.7630.45
    M.D. Sass Svcs Relative Val Eq31.0230.39
    PIMCO Fundamental IndexPLUS Abs Return29.7828.76
    Harris Assoc. Concentrated29.5728.34
    MDT All Cap Core MA29.3925.64
    DeRoy & Devereaux All Cap Equity29.2228.40
    GAM Large-Cap Value Strategy29.1728.66
    RS Large Cap Value29.1028.07

    Large Blend5 year gross return5 year net return
    Good Harbor Tactical Equity Income27.9125.44
    W.E. Donoghue Power Dividend Index18.4516.15
    PIMCO Fundamental IndexPLUS Abs Return16.7715.86
    Oak Associates All Cap Core Growth15.7114.85
    PIMCO StocksPLUS Long Duration15.5414.97
    F-Squared AlphaSector Premium Index13.8113.13
    Harris Assoc. Concentrated12.8311.76
    Franchise Partners - US Equity12.7111.83
    TTM 500 Strategy12.7011.32
    Smead Capital Appreciation12.6611.96

    Long/Short Equity1 year gross return1 year net return
    Acadian Non-US Small-Cap Long/Short35.5232.43
    Copeland Risk Managed Div Growth L/S23.8020.83
    QMA US Core Equity Extended22.9222.10
    W.E. Donoghue Long-Short Index21.8121.32
    Westport Absolute Total Return Strategy20.8319.10
    Epoch Global Absolute Return20.0418.51
    Kalo Capital Em Gr with Reduced Volatil19.4316.50
    Acadian Global Long-Short18.6712.98
    Confluence Investment IDEA - Plus17.0115.86
    PIMCO Long/Short Strategy16.2814.66

    Long/Short Equity5 year gross return5 year net return
    Westport Absolute Total Return Strategy24.3722.11
    TTM Alpha Strategy12.7610.72
    Acadian Non-US Small-Cap Long/Short11.249.35
    AORDA Portfolio210.967.30
    Alger Dynamic Return10.589.56
    SaratogaRIM Global GARP Plus10.329.23
    Robinson Market Opportunity9.828.93
    Swan Hedged Equity9.498.26
    PIMCO Fundamental Advantage Abs Return9.368.39
    PIMCO Long/Short Strategy9.106.85

    Leveraged Net Long1 year gross return1 year net return
    ValueWorks Long-Biased Strategy89.9767.68
    AQR Capital Global RC 40(140/40)34.6631.55
    Robeco BP 130/30 Large Cap Value32.3432.08
    Numeric Investors Amplified Core 130/3030.5929.32
    Martingale 130/30 LargeCap Value29.9128.96
    AJO Large Cap - Absolute Value 130/3028.4627.90
    AJO Top Cap Absolute Value 130/3027.9527.71
    JPMorgan Large Cap Core 130/3026.6025.55
    Martingale 130/30 LargeCap Core 50025.8224.90
    Glenmede Large Cap 130/3024.8523.93

    Leveraged Net Long5 year gross return5 year net return
    ValueWorks Long-Biased Strategy17.3011.75
    Robeco BP 130/30 Large Cap Value11.3610.59
    AQR Capital Small Cap Relaxed Constraint10.098.46
    JPMorgan Large Cap Core 130/309.428.49
    AQR Capital US Relaxed Constraint 409.398.55
    MFS Blended Rsrch - US Cor Eq Extension8.567.64
    AJO Large Cap - Absolute Value 130/308.518.06
    Hillsdale US 130 30 Composite8.407.56
    LA Capital U.S. Large Cap Active Exten8.117.21
    Chicago Equity Large Cap 130/307.717.06

    Market Neutral1 year gross return1 year net return
    ArbitrOption Cptl Event-Driven Investing114.75109.89
    Analytic USMN Systematic Volatility10.129.00
    Swan Defined Risk Strategy8.787.71
    Swan Defined Risk Strategy All Accounts8.697.01
    Martingale Equity Market Neutral8.307.23
    PanAgora Dynamic Global Market Neutral7.336.39
    JPMorgan Res Mkt Neutral5.664.61
    361 Multi-Strategy ETF Portfolio4.663.87
    GAM Absolute Return Bond Strategy3.962.94
    Invesco US Market Neutral Cash3.843.07

    Market Neutral5 year gross return5 year net return
    Swan Defined Risk Strategy7.766.72
    Swan Defined Risk Strategy All Accounts7.586.34
    PSI Managed Volatility6.304.51
    GAM Absolute Return Bond Strategy4.973.95
    Turner Market Neutral Equity3.100.93
    PanAgora Dynamic Global Market Neutral2.981.75
    JPMorgan Res Mkt Neutral2.611.60
    DCM Structured US Market Neutral1.810.63
    American Century U.S. Eq Market Neutral1.16-0.48
    Invesco US Market Neutral Cash0.81-0.14

    World Stock1 year gross return1 year net return
    Horizon Research Select Instl48.3946.90
    Horizon Research Select - Strategy47.1145.09
    Harris Assoc. Global Concentrated Comp42.6841.65
    Horizon Strategic Value Investment Instl37.6336.25
    Brandes Global Mid Cap Equity37.1035.77
    OFI Global Global Value36.8435.88
    Mittleman Global Value36.5534.51
    Brandes Global Small Cap Eq35.0433.82
    Copper Rock Global Small Cap34.6533.34
    Horizon Core Value - Strategy33.5732.12

    World Stock5 year gross return5 year net return
    Keystone Wealth Global Equity Rotation33.2032.55
    Mittleman Global Value31.5729.61
    ZPR Global Equity20.6718.69
    Harris Assoc. Global Concentrated Comp13.9912.97
    OFI Global Global Value13.7912.98
    Franchise Partners - Global Equity13.1412.17
    Brandes Global Small Cap Eq12.2811.26
    WBI Dividend Growth12.1410.22
    New Path Actively Mgd Allc Strat (AMAS)11.369.72
    NorthCoast CAN SLIM International11.219.18

    Foreign Large Value1 year gross return1 year net return
    Lombardia International Equity37.0536.30
    Oechsle Select International Equity32.7131.42
    Wellington Global Perspectives31.7630.61
    Pzena International Value30.8129.71
    Polaris Capital Mgt Polaris Intl Eq30.6929.84
    Munder Capital Mgt Int Core Eq26.9726.21
    Arrowstreet Capital Intl Eq Strat EAFE26.5125.77
    The Boston EAFE Value Equity26.2325.25
    AQR Capital International Equity25.9625.05
    TT Intl Inv Mgt Active Intl Eq25.2424.51

    Foreign Large Value5 year gross return5 year net return
    Glovista Global Emging Market Equities8.647.63
    Perkins Global Value8.427.72
    Sanderson Asset Mgt Intl Val Eq7.276.17
    Lombardia International Equity6.545.72
    Forward Intl Dividend Institutional6.545.69
    Polaris Capital Mgt Polaris Intl Eq5.454.76
    LA Capital Europe Equity4.543.88
    Aberdeen Global Eq All Cap 3% outperf4.383.37
    Pzena International Value4.343.41
    Causeway International Opportunities3.893.41

    Foreign Large Blend1 year gross return1 year net return
    Harris Assoc. International36.0035.06
    HGK International Equity31.5530.43
    Brown Capital International Equity26.7326.05
    ClearBridge Intl Value Equity SA25.9824.32
    Lazard International Strategic Equity25.5224.77
    Goldman Sachs Concentrated Plus Int'l24.4323.34
    MFS International Val Eq24.2723.32
    ClearBridge Value Core ADR SMA24.1620.58
    Federated EAFE Equity Composite23.8722.94
    Newton Capital Mgt International Equity22.5621.71

    Foreign Large Blend5 year gross return5 year net return
    Harris Assoc. International10.8910.07
    Burgundy EAFE Composite7.696.84
    HGK International Equity7.216.21
    Federated EAFE Equity Composite7.096.22
    MFS International Val Eq6.295.48
    Aristotle International Equity5.736.66
    Analytic Investors Global Low Volatility5.325.07
    PIMCO Int'l StocksPLUS Absolute Return5.074.40
    EM Total Opportunities Composite5.013.98
    Lazard International Strategic Equity4.593.95

    Foreign Large Growth1 year gross return1 year net return
    Nuveen Global Growth ORD Compost24.8723.89
    OFI Global International Growth23.5922.72
    American Century Non-US Growth EAFE Only22.7522.00
    Martin Inv Mgt Tortue Capital22.4621.30
    Davis Global22.3021.66
    American Century Non-U.S. Growth22.2621.06
    Pinnacle International Growth Equity22.0820.90
    Pinnacle International ADR21.8220.62
    GMO International Growth Strategy21.0920.34
    Marvin & Palmer Non-US Eq21.0720.23

    Foreign Large Growth5 year gross return5 year net return
    WCM Inv Mgt Focused Growth Intl8.517.89
    Martin Inv Mgt Tortue Capital8.157.09
    Fayez Sarofim & Co. Global Equity6.796.56
    Nuveen Global Growth ORD Compost6.255.40
    OFI Global International Growth5.554.79
    Vontobel Asset Mgt Far East Equity5.523.43
    Matterhorn International Equity5.304.43
    Nuveen International Gr ADR comp4.673.58
    Johnston Asset Mgt Corp. Intl Eq4.623.90
    Harding Loevner Intl Eq4.163.49

    Foreign Small/Mid Value1 year gross return1 year net return
    Brandes International Mid-Cap Equity35.9734.47
    Acadian Frontier Markets Equity34.5732.64
    Wellington Intl Contrarian Value32.8131.71
    Lee Munder Capital Group Int'l Sm Cap Eq32.1730.93
    QMA International Small Cap Equity31.3230.23
    RBC GAM International Equity SA30.2329.00
    Brandes International Small Cap Eq28.8127.68
    GMO International Small Companies Strat28.4927.57
    Renaissance Intl Small Cap Eq Wrap27.8024.09
    SSgA Small Cap Intl Alpha Strategy27.5326.47

    Foreign Small/Mid Value5 year gross return5 year net return
    Brandes International Small Cap Eq12.1911.20
    Denver Inv Concentrated Intl Small-Cap10.689.48
    Denver Inv International Small-Cap10.549.25
    IVA Diversified International9.308.32
    Brandes International Mid-Cap Equity8.797.60
    Templeton Intl Sm Cap Eq8.397.78
    Wellington Intl Contrarian Value8.127.21
    ClearBridge International Small Cap7.776.71
    Renaissance Intl Small Cap Eq Wrap6.893.73
    First Eagle International Value Equity6.385.94

    Foreign Small/Mid Growth1 year gross return1 year net return
    Oberweis Intl Opportunities52.5051.12
    Navellier International Select32.2330.56
    Wasatch International Small Cap Growth29.9328.56
    FPA Small/Mid-Cap Absolute Quaity Global29.4028.17
    Nuveen International Gr ORD Comp28.5427.36
    American Century Non-U.S. Small Cap27.7726.65
    RCM International Small Cap Equity27.2026.09
    Lord Abbett & Co. Int'l Sm-Cap Core Eq.26.9725.14
    Copper Rock International Small Cap26.7825.55
    Arbor Capital International Small Cap26.5624.92

    Foreign Small/Mid Growth5 year gross return5 year net return
    Wasatch International Small Cap Growth11.6610.38
    Highclere Intl Invs Smaller Companies9.037.71
    Navellier International Select8.296.94
    Oberweis Intl Opportunities6.815.64
    MFS International Small Cap Equity6.745.70
    T. Rowe Price International Small-Cap Eq5.734.73
    Nuveen International Gr ORD Comp5.634.71
    Columbia Wanger International Equity5.204.30
    American Century Non-U.S. Small Cap4.883.87
    Lord Abbett & Co. Int'l Sm-Cap Core Eq.4.883.63

    Latin America Stock1 year gross return1 year net return
    Financial Trust Latin Value Momentum10.459.07
    Aberdeen Latin American Equity1.790.64
    Morgan Stanley Latin America Equity0.450.11
    T. Rowe Price Latin America Equity-2.54-3.37
    Mirae Brazil Sector Leader Equity-6.78-7.72
    Appleton Group Americas0.000.00

    Latin America Stock5 year gross return5 year net return
    Financial Trust Latin Value Momentum1.11-0.15
    Morgan Stanley Latin America Equity-3.47-3.77
    T. Rowe Price Latin America Equity-4.10-4.92
    Mirae Brazil Sector Leader Equity-7.76-8.69
    Appleton Group Americas0.000.00
    Aberdeen Latin American Equity0.000.00

    Europe Stock1 year gross return1 year net return
    SSgA Europe ex-UK Alpha Strategy32.6332.63
    Acadian Europe Equity Ex-UK31.3130.37
    Pictet Small Cap European Core Comp29.7828.89
    Numeric Investors Europe Core28.5027.53
    Putnam European Core Equity28.2827.26
    T. Rowe Price Europe ex-UK Equity27.8127.21
    Acadian European Equity27.7426.80
    T. Rowe Price Europe Smaller Comp Equity26.8925.93
    ICAP Euro Select Equity26.1526.01
    T. Rowe Price Europe Equity26.0225.40

    Europe Stock5 year gross return5 year net return
    Burgundy European Equity Composite8.087.01
    CIBC International Equity5.264.48
    SSgA Europe ex-UK Alpha Strategy4.144.14
    T. Rowe Price Europe Equity3.833.28
    Pictet Small Cap European Core Comp3.692.96
    Vontobel Asset Mgt European Equity3.261.81
    MFS European Research Equity3.132.39
    Lazard European Equity Select ADR SMA2.95-0.12
    Numeric Investors Europe Core2.451.68
    GEAM Europe Equity Select2.351.51

    Japan Stock1 year gross return1 year net return
    Baillie Gifford Overseas Japanese Eq34.9834.17
    T. Rowe Price Japan Equity26.1425.39
    Daiwa SB Structured Fundamental Japan25.9725.23
    Burgundy Asian (All Cap) Composite23.3522.15
    Acadian Japanese Equity22.2721.38
    Burgundy Focus Asian Composite21.6120.71
    MFS Japan Equity21.2520.45
    PGI Japanese Equity20.2519.53
    Aberdeen Japanese Equities20.2419.25
    BlackRock Pacific Basin Equity17.1116.41

    Japan Stock5 year gross return5 year net return
    Burgundy Asian (All Cap) Composite10.048.66
    Burgundy Focus Asian Composite9.248.30
    Aberdeen Japanese Equities5.634.52
    Baillie Gifford Overseas Japanese Eq5.324.62
    Tradewinds Japan Equity3.913.09
    Brandes Japan Equity2.872.02
    MFS Japan Equity1.881.15
    T. Rowe Price Japan Equity1.350.75
    BlackRock Pacific Basin Equity0.990.37
    Daiwa SB Structured Fundamental Japan0.970.37

    Pacific/Asia ex-Japan Stk1 year gross return1 year net return
    Horizon Asia Institutional35.1633.81
    Havenport (Asia Ex Japan)- Composite23.8422.92
    Aberdeen Asia Pac ex-Japan Eq Small Cap22.9421.41
    Mirae Asia Pacific Consumer Sector Eq22.2121.01
    Havenport (Asia Pacific Ex Japan) Comp21.2320.36
    Havenport (Developed Asia) - Composite21.1220.25
    Brandes Asia Pacific ex-Japan Equity16.2114.90
    Putnam Asia Pacific ex-Japan12.9311.77
    Newton Capital Mgt Pacific Bas ex Jap Eq12.5211.73
    Batterymarch Pacific Equity Portfolio12.1711.06

    Pacific/Asia ex-Japan Stk5 year gross return5 year net return
    Aberdeen Asia Pac ex-Japan Eq Small Cap16.1714.73
    Horizon Asia Institutional14.6613.52
    Mirae Asia Pacific Consumer Sector Eq11.7510.65
    Brandes Asia Pacific ex-Japan Equity11.129.88
    T. Rowe Price Asia ex-Japan Equity10.009.07
    Aberdeen Asia Pacific ex Japan Equity7.956.65
    Havenport (Developed Asia) - Composite5.214.77
    Investec 4Factor Asia Pacific ex Jap Eq5.084.40
    MFS Asia ex Japan Equity4.833.97
    PGI Asia ex-Japan Equity4.764.35

    Diversified Pacific/Asia1 year gross return1 year net return
    ZPR All Asian36.0034.31
    Indus Select Composite26.2624.55
    Asia Pacific Equity20.3719.42
    Templeton Asia Pacific Eq19.1618.69
    Oberweis Asia Opport18.7017.45
    Daiwa SBI Pac Basin Eq17.0616.37
    GAM Asia-Pacific Equity16.2415.57
    Sit Inv Pac Basin13.3912.38
    Aberdeen Asia Pacific Inc Japan Equity10.569.32
    Accuvest Asian Advantage9.519.35

    Diversified Pacific/Asia5 year gross return5 year net return
    ZPR All Asian28.1426.01
    Templeton Asia Pacific Eq7.386.93
    Aberdeen Asia Pacific Inc Japan Equity6.975.68
    Sit Inv Pac Basin2.531.61
    Oberweis Asia Opport2.501.06
    Asia Pacific Equity2.191.37
    Natixis / AIA Mgd ETF - China1.360.22
    GAM Asia-Pacific Equity0.940.14
    Daiwa SBI Pac Basin Eq0.23-0.39
    Appleton Group Asia0.000.00

    Diversified Emerging Mkts1 year gross return1 year net return
    LGM Frontier Markets Strategy49.3845.64
    Everest Capital Frontier Markets Equity43.3640.35
    Morgan Stanley Glx Fd Frtier Emg Mkt Fd37.1934.65
    Acadian Emerging Markets Small Cap Eq36.3234.67
    Aberdeen Frontier Markets Equity34.3332.32
    HSBC Emging Mkts Eq - New Frontiers32.5330.92
    Driehaus Emerging Mkt Small Cap Gr30.0427.96
    WB&C Emerging Markets Small Cap Growth28.2127.61
    QMA Emerging Markets Small Cap Equity26.4325.14
    SSGA Active Emerging Markets Sm Cp Strat20.4819.24

    Diversified Emerging Mkts5 year gross return5 year net return
    Aberdeen Emg Mkts Equity - Small Cap15.1713.76
    RARE Infrastructure Emerging Markets13.6313.06
    Wasatch Emerging Markets SmllCap SA12.4110.83
    Aberdeen Emerging Markets Equity8.957.74
    WisdomTree Emerging Mkts Sml Cp Div Inc8.497.81
    SSGA Active Emerging Markets Sm Cp Strat8.367.23
    Victory Emerging Markets Small Cap Eq8.336.99
    Vontobel Asset Mgt Emg Mkts Eq7.436.10
    OFI Global Emerging Markets Equity6.625.73
    Brandes Emerging Markets Equity6.625.64

    Global Real Estate1 year gross return1 year net return
    PGI Global ex-US Real Estate Securities22.8022.07
    Goldman Sachs Intl Real Estate Secs21.9420.92
    Morgan Stanley International Real Estate21.5520.88
    EII Int'l (ex-US) Real Estate Securities20.8819.68
    Invesco Global ex-US REITs19.8318.89
    Urdang Global ex-US REIT19.7819.31
    Forum Securities Global Ex-US Divers19.5618.62
    Cohen & Steers Int'l Real Estate Secs19.2618.44
    JPMorgan Intl Real Estate Securities18.6217.68
    Brookfield Glbl Rl Estt Secs Alpha Strat18.5117.80

    Global Real Estate5 year gross return5 year net return
    Brookfield Global Real Estate Secrt (L)7.586.93
    PGI Global Real Estate Securities6.886.13
    Heitman Global Focused Strategy6.836.05
    EII Global Real Estate Securities6.735.68
    Adelante Global Strategy6.605.79
    AB Global Real Estate Securities6.055.31
    Urdang Global REIT6.015.40
    Morgan Stanley Glbl Real Estate5.885.27
    Delaware Global Real Estate Securities5.864.85
    Heitman Global Diversified Strategy5.865.11

    World Bond1 year gross return1 year net return
    Lazard Glbl Listed Infrastruct USD Hedge27.2126.20
    Franklin Templeton Euro High Yield14.3713.74
    Brandywine Global Credit13.0611.95
    Goldman Sachs Opportunistic Fixed Income13.0012.22
    PGI Global High Yield13.0012.16
    Franklin Templeton Global Multi-Sector12.9112.44
    Muzinich & Co., Glbl High Yld10.509.48
    Brandywine Global Absolute Return10.159.20
    Newgate Total Return Income9.678.94
    Standish Euroland - € Hedged9.549.36

    World Bond5 year gross return5 year net return
    Franklin Templeton Global Multi-Sector13.5112.37
    Franklin Templeton Global Bond Plus10.569.60
    Stone Harbor Glbl High Yield Comp 70/309.979.50
    Newgate Total Return Income9.758.89
    PIMCO Diversified Income9.688.92
    Franklin Templeton International Bd Pls9.348.40
    Global High Yield Fixed-Income Composite9.298.53
    Standish Euroland - € Hedged8.918.71
    Franklin Templeton Euro High Yield8.837.49
    Western Asset Mgt UK Long Duration8.538.20

    High Yield Bond1 year gross return1 year net return
    TCW Opportunistic MBS27.4926.60
    DCM High Yield19.9719.39
    Manulife AM US High Yield Fixed Income18.4917.89
    AAM Credit Opportunities16.0114.81
    NCRAM Hi Yld Tol Ret Instl (HYTRIC)14.8914.32
    PENN Capital Mgt Distressed Total Return14.3913.65
    Strategic Income Mmgt SiM High Yld Instl13.9513.45
    Babson High Yield13.6212.98
    Oaktree European High Yield Bonds13.3712.81
    Loomis Sayles High Yield Full Discretion13.1712.72

    High Yield Bond5 year gross return5 year net return
    TCW Opportunistic MBS14.9414.02
    Braver Tactical High Yield Bond14.6713.55
    First Eagle High Yield14.6413.83
    PageOne SIP14.3212.55
    Clark Navigator Fixed Income TR14.1713.22
    WST Asset Manager – U.S. Bond14.0412.15
    NCRAM Hi Yld Tol Ret Instl (HYTRIC)13.5713.01
    PENN Capital Mgt Distressed Total Return12.7911.06
    Aegon High Yield Fixed Income12.7112.30
    AXA Inv Mgrs High Yld12.4811.88

    Intermediate Government1 year gross return1 year net return
    S&P Capital Appreciation Fund Moderate11.4411.27
    Semper Active Mortgage-Backed Securities7.657.54
    Astor Active Income Program3.151.31
    Columbia US Government Mortgage2.382.02
    Granite Txbl Ltd-Term Relatv Val Strat 12.061.86
    Federated Intermediate Govt Credit MA1.960.47
    Federated Govt Credit w MAPS MA1.810.31
    Federated Govt Credit no MAPS MA1.23-0.28
    ClearBridge Taxable Fixed Income SMA0.99-0.28
    Haverford Quality Intermediate Govt Crdt0.750.24

    Intermediate Government5 year gross return5 year net return
    Semper Active Mortgage-Backed Securities12.7312.45
    Columbia US Government Mortgage7.517.13
    Federated Govt Credit w MAPS MA7.125.74
    Seix Core Government/Credit6.375.96
    Federated Govt Credit no MAPS MA6.334.94
    Sage Core Government/Credit Fixed Income6.145.76
    Buckhead Govt/Credit Composite6.045.67
    Western Asset Active Bond Gov/Corp-SMA5.934.37
    Logan Circle STAMP Intmt Govt/Credit5.885.62
    CS McKee Broad Government Fixed5.845.32

    Intermediate-Term Bond1 year gross return1 year net return
    Brookfield CMBS Composite29.6529.27
    Flaherty & Crumrine Separate Mgd Account11.8011.28
    Brookfield Enhanced Mortgage-Backed Secs11.6611.35
    Spectrum Preferred Securities10.7310.46
    Altrius Unconstrained Fixed Income9.488.28
    GW&K Corporate Bond Opportunities Strat7.566.76
    Spectrum SMA Tax Advantaged Pref Secs6.474.08
    Spectrum Preferred Secs Offshore (NRA)6.253.88
    ICON U.S. Income Portfolio6.205.57
    Stonebridge Tax-Advantaged QDI Pref Secs6.185.79

    Intermediate-Term Bond5 year gross return5 year net return
    Brookfield CMBS Composite13.5013.11
    Flaherty & Crumrine Separate Mgd Account13.2312.69
    Camden Bond Composite10.879.41
    Stonebridge Tax-Advantaged QDI Pref Secs10.299.90
    Spectrum Preferred Securities10.159.85
    PIMCO Investmt Grade Corporate10.089.59
    Stonebridge Std Taxable Pref Secs9.739.31
    MacKay Shields Core Plus Opportunities9.699.26
    Frost Intermediate Taxable Composite9.369.33
    Loomis Sayles Core Plus9.339.09

    Short Government1 year gross return1 year net return
    Garcia Fix-Inc Government/Credit3.333.08
    FFTW Mortgage Alpha3.082.57
    FFTW Mortgage - Unconstrained2.602.34
    Victory Inst'l Mortgage Backed Secs2.24-0.42
    Garcia F/I Short Duration Opportunistic1.951.77
    JPMorgan MBS Bond (Columbus)1.711.45
    TCW Specialized Cash Management1.471.16
    TCW MBS Short-Intermediate1.230.92
    Lazard U.S. Dynamic Stam0.940.74
    BlackRock Mortgage0.850.59

    Short Government5 year gross return5 year net return
    FFTW Mortgage - Unconstrained9.028.75
    Garcia Fix-Inc Government/Credit7.437.12
    JPMorgan MBS Bond (Columbus)7.437.04
    FFTW Mortgage Alpha7.016.48
    BlackRock Mortgage5.845.56
    PIMCO Mortgage Constrained5.415.24
    Sit Inv Short Dur Strat5.354.91
    M.D. Sass Svcs 3-Year FI4.834.48
    Capital Group PCS Core Bond Composite4.584.05
    Eagle Government Securities Inst4.554.06

    Short-Term Bond1 year gross return1 year net return
    Brookfield Opportunistic MBS24.6123.94
    Atlantic Enhanced Stock Indexing21.6221.31
    TCW MetWest Strategic Income12.4110.38
    First Western High Yield Short Duration9.799.08
    OFI Global Senior Loans9.018.49
    Beach Point Representative Account8.507.78
    WellsCap Intermediate Premier FI6.465.99
    Aberdeen US Opportunistic5.705.37
    TCW MetWest Low Duration Bonds4.444.15
    Lord Abbett & Co. Short Duration Credit3.753.15

    Short-Term Bond5 year gross return5 year net return
    TCW MetWest Opportunistic Core Plus9.999.54
    First Western High Yield Short Duration9.698.90
    TCW MetWest Strategic Income9.188.03
    Atlantic Enhanced Stock Indexing9.038.72
    WellsCap Intermediate Premier FI7.867.42
    PIMCO Core Plus Total Ret Full Auth7.476.99
    OFI Global Senior Loans7.286.77
    Western Asset Core Plus SMA7.185.61
    Ryan Labs Broad Market Enhanced GC7.046.73
    PIMCO Mode Dur Core Plus Full Authority7.016.55

    Ultrashort Bond1 year gross return1 year net return
    Western Asset Mgt US Index Plus23.8523.48
    TCW MetWest AlphaTrak23.6423.64
    The Lara U.S Treas Bond Mgt Prog12.6412.64
    Pyramis Leveraged Loan Composite9.909.35
    First Quadrant Tact Curr Alloc L/S USD4.254.04
    Pioneer Multi-Asset Ultrashort Income2.561.99
    TCW MetWest Ultra Short Bonds2.292.13
    Federated Active Cash Moderate FI Comp2.051.74
    PIMCO Short Term1.791.37
    Federated Active Cash Broad FI Composite1.290.97

    Ultrashort Bond5 year gross return5 year net return
    Pyramis Leveraged Loan Composite8.608.06
    Western Asset Mgt US Index Plus7.066.73
    TCW MetWest AlphaTrak6.656.44
    The Lara U.S Treas Bond Mgt Prog5.595.48
    Goldman Sachs US Mortgages5.164.87
    Taxable 1-3 Year Fixed Income2.942.73
    Dana Limited Volatility2.912.68
    Federated Active Cash Broad FI Composite2.882.56
    PIMCO Short Term2.732.35
    StableRiver US Govt Sec Ultra-Shrt Strat2.622.37

    Long Government1 year gross return1 year net return
    TCW Securitized Opportunities18.0216.83
    Johnson Institutional Mgmt Lng Crdt0.530.29
    Ryan Labs Long Liability Enhanced-0.52-0.89
    JKMAM Active Aggregate-0.55-0.94
    Ryan Labs Very Long Liability Enhanced-3.28-3.64
    JPMorgan Long Duration Invmtt Grade Plus-3.83-4.12
    JPMorgan Long Duration Investment Grade-3.91-4.15
    CMG SR Treasury Bond Program-7.34-9.55
    Hillswick Long Duration Government-7.46-7.75
    PIMCO Long Duration Treasury-7.94-8.37

    Long Government5 year gross return5 year net return
    TCW Securitized Opportunities22.4721.17
    CMG SR Treasury Bond Program17.2214.33
    Hillswick Long Duration Government10.6710.35
    Ryan Labs Very Long Liability Enhanced10.179.81
    NISA 15+ STRIPS10.119.85
    NISA Long Dur Govt Only Consolidated10.079.81
    JPMorgan Long Duration Invmtt Grade Plus9.629.24
    Jennison Active Long Government9.329.11
    PIMCO Long Duration Treasury9.278.75
    JPMorgan Long Duration Investment Grade9.008.70

    Long-Term Bond1 year gross return1 year net return
    Guggenheim Absolute Return Strategic12.6011.48
    Cohen & Steers Exchange Traded Prefs6.986.47
    AAM Core Plus6.305.72
    Loomis Sayles Core Plus Full Discretion6.205.89
    Nuveen Preferred Securities6.014.62
    Delaware Corp Bond Fix-Inc5.224.73
    Logan Circle Corporate Fixed Income4.143.78
    Sage Long Duration LDI3.903.60
    PGI Global Investment Grade Corporate3.593.38
    TCH Credit Fixed Income3.383.24

    Long-Term Bond5 year gross return5 year net return
    Reams Long Duration Fixed Income15.4615.23
    Delaware - Long Dur Fix-Inc13.6513.06
    Guggenheim Absolute Return Strategic12.5311.42
    Logan Circle Long Duration12.4012.01
    PIMCO Long Term Bond - Long Credit11.7511.44
    Standish US Long Duration11.6011.37
    PineBridge US Lng Dur Crdit Bd Composite11.4011.09
    PIMCO Long Term Bond Full Authority11.0710.81
    Delaware Corp Bond Fix-Inc10.9210.39
    Dodge & Cox Long Duration10.8510.18

    Multisector Bond1 year gross return1 year net return
    Putnam Multi-Strategy Fixed Income12.4211.64
    BTS Select Bond Asset Allocation Program11.889.55
    Optimus Global Bond/Currency10.6210.08
    Thornburg Multisector Opportunistic Stra10.069.27
    Loomis Sayles Multi-Sector Full Discretn9.008.66
    PCM Income Opportunity Fund8.637.85
    TTM Trend Aggregation-Income8.366.41
    Standish Opportunistic Fixed Income8.037.47
    Dunn Warren Conservative w/ mutual funds7.677.57
    First Trust FTA Taxable Closed-End Fund7.345.69

    Multisector Bond5 year gross return5 year net return
    BTS Select Bond Asset Allocation Program15.8613.27
    Clark Navigator FI Total Return (SAI)14.1713.25
    TTM Trend Aggregation-Income12.5410.50
    Camden Bond10.879.42
    Loomis Sayles Multi-Sector Full Discretn10.109.75
    Thornburg Multisector Opportunistic Stra10.089.01
    Caywood-Scholl Hybrid Fixed Income10.009.76
    Medium Quality Core Fixed Income9.559.12
    Manulife AM US Strategic Fixed Income9.468.97
    GW Capital Medium-grade Bond9.168.67

    Convertibles1 year gross return1 year net return
    ClearBridge U.S. Convertibles24.9124.18
    Gabelli Asset Mgt Convert20.6719.68
    Allianz Convertibles19.5819.15
    Zazove High Yield Convertible Strategy19.4819.48
    Oaktree U.S. Convertibles19.2718.69
    Advent Balanced Convertible Strategy18.7318.18
    Nicholas Inv - Convertibles17.9617.07
    Lord Abbett & Co. Convertibles17.9517.11
    PENN Capital Mgt Convertible Securities17.3916.81
    Putnam HY Convertible Managed Acct17.3717.37

    Convertibles5 year gross return5 year net return
    Oaktree High Income Convertibles12.0411.48
    Cohen & Steers Preferred Securities11.4310.83
    ClearBridge U.S. Convertibles11.0310.37
    Wellesley Invstm Convertibles SA10.549.73
    PENN Capital Mgt Convertible Securities10.359.03
    Nicholas Inv - Convertibles9.808.99
    Shenkman Capital Mgt Convertible Comp9.668.85
    Zazove Institutional Blend Convertibles9.588.57
    Allianz Convertibles9.298.84
    Invesco Convertible Securities9.098.32

    High Yield Bond1 year gross return1 year net return
    TCW Opportunistic MBS27.4926.60
    DCM High Yield19.9719.39
    Manulife AM US High Yield Fixed Income18.4917.89
    AAM Credit Opportunities16.0114.81
    NCRAM Hi Yld Tol Ret Instl (HYTRIC)14.8914.32
    PENN Capital Mgt Distressed Total Return14.3913.65
    Strategic Income Mmgt SiM High Yld Instl13.9513.45
    Babson High Yield13.6212.98
    Oaktree European High Yield Bonds13.3712.81
    Loomis Sayles High Yield Full Discretion13.1712.72

    High Yield Bond5 year gross return5 year net return
    TCW Opportunistic MBS14.9414.02
    Braver Tactical High Yield Bond14.6713.55
    First Eagle High Yield14.6413.83
    PageOne SIP14.3212.55
    Clark Navigator Fixed Income TR14.1713.22
    WST Asset Manager – U.S. Bond14.0412.15
    NCRAM Hi Yld Tol Ret Instl (HYTRIC)13.5713.01
    PENN Capital Mgt Distressed Total Return12.7911.06
    Aegon High Yield Fixed Income12.7112.30
    AXA Inv Mgrs High Yld12.4811.88

    Intermediate Government1 year gross return1 year net return
    S&P Capital Appreciation Fund Moderate11.4411.27
    Semper Active Mortgage-Backed Securities7.657.54
    Astor Active Income Program3.151.31
    Columbia US Government Mortgage2.382.02
    Granite Txbl Ltd-Term Relatv Val Strat 12.061.86
    Federated Intermediate Govt Credit MA1.960.47
    Federated Govt Credit w MAPS MA1.810.31
    Federated Govt Credit no MAPS MA1.23-0.28
    ClearBridge Taxable Fixed Income SMA0.99-0.28
    Haverford Quality Intermediate Govt Crdt0.750.24

    Intermediate Government5 year gross return5 year net return
    Semper Active Mortgage-Backed Securities12.7312.45
    Columbia US Government Mortgage7.517.13
    Federated Govt Credit w MAPS MA7.125.74
    Seix Core Government/Credit6.375.96
    Federated Govt Credit no MAPS MA6.334.94
    Sage Core Government/Credit Fixed Income6.145.76
    Buckhead Govt/Credit Composite6.045.67
    Western Asset Active Bond Gov/Corp-SMA5.934.37
    Logan Circle STAMP Intmt Govt/Credit5.885.62
    CS McKee Broad Government Fixed5.845.32

    Intermediate-Term Bond1 year gross return1 year net return
    Brookfield CMBS Composite29.6529.27
    Flaherty & Crumrine Separate Mgd Account11.8011.28
    Brookfield Enhanced Mortgage-Backed Secs11.6611.35
    Spectrum Preferred Securities10.7310.46
    Altrius Unconstrained Fixed Income9.488.28
    GW&K Corporate Bond Opportunities Strat7.566.76
    Spectrum SMA Tax Advantaged Pref Secs6.474.08
    Spectrum Preferred Secs Offshore (NRA)6.253.88
    ICON U.S. Income Portfolio6.205.57
    Stonebridge Tax-Advantaged QDI Pref Secs6.185.79

    Intermediate-Term Bond5 year gross return5 year net return
    Brookfield CMBS Composite13.5013.11
    Flaherty & Crumrine Separate Mgd Account13.2312.69
    Camden Bond Composite10.879.41
    Stonebridge Tax-Advantaged QDI Pref Secs10.299.90
    Spectrum Preferred Securities10.159.85
    PIMCO Investmt Grade Corporate10.089.59
    Stonebridge Std Taxable Pref Secs9.739.31
    MacKay Shields Core Plus Opportunities9.699.26
    Frost Intermediate Taxable Composite9.369.33
    Loomis Sayles Core Plus9.339.09

    Short Government1 year gross return1 year net return
    Garcia Fix-Inc Government/Credit3.333.08
    FFTW Mortgage Alpha3.082.57
    FFTW Mortgage - Unconstrained2.602.34
    Victory Inst'l Mortgage Backed Secs2.24-0.42
    Garcia F/I Short Duration Opportunistic1.951.77
    JPMorgan MBS Bond (Columbus)1.711.45
    TCW Specialized Cash Management1.471.16
    TCW MBS Short-Intermediate1.230.92
    Lazard U.S. Dynamic Stam0.940.74
    BlackRock Mortgage0.850.59

    Short Government5 year gross return5 year net return
    FFTW Mortgage - Unconstrained9.028.75
    Garcia Fix-Inc Government/Credit7.437.12
    JPMorgan MBS Bond (Columbus)7.437.04
    FFTW Mortgage Alpha7.016.48
    BlackRock Mortgage5.845.56
    PIMCO Mortgage Constrained5.415.24
    Sit Inv Short Dur Strat5.354.91
    M.D. Sass Svcs 3-Year FI4.834.48
    Capital Group PCS Core Bond Composite4.584.05
    Eagle Government Securities Inst4.554.06

    Short-Term Bond1 year gross return1 year net return
    Brookfield Opportunistic MBS24.6123.94
    Atlantic Enhanced Stock Indexing21.6221.31
    TCW MetWest Strategic Income12.4110.38
    First Western High Yield Short Duration9.799.08
    OFI Global Senior Loans9.018.49
    Beach Point Representative Account8.507.78
    WellsCap Intermediate Premier FI6.465.99
    Aberdeen US Opportunistic5.705.37
    TCW MetWest Low Duration Bonds4.444.15
    Lord Abbett & Co. Short Duration Credit3.753.15

    Short-Term Bond5 year gross return5 year net return
    TCW MetWest Opportunistic Core Plus9.999.54
    First Western High Yield Short Duration9.698.90
    TCW MetWest Strategic Income9.188.03
    Atlantic Enhanced Stock Indexing9.038.72
    WellsCap Intermediate Premier FI7.867.42
    PIMCO Core Plus Total Ret Full Auth7.476.99
    OFI Global Senior Loans7.286.77
    Western Asset Core Plus SMA7.185.61
    Ryan Labs Broad Market Enhanced GC7.046.73
    PIMCO Mode Dur Core Plus Full Authority7.016.55

    Ultrashort Bond1 year gross return1 year net return
    Western Asset Mgt US Index Plus23.8523.48
    TCW MetWest AlphaTrak23.6423.64
    The Lara U.S Treas Bond Mgt Prog12.6412.64
    Pyramis Leveraged Loan Composite9.909.35
    First Quadrant Tact Curr Alloc L/S USD4.254.04
    Pioneer Multi-Asset Ultrashort Income2.561.99
    TCW MetWest Ultra Short Bonds2.292.13
    Federated Active Cash Moderate FI Comp2.051.74
    PIMCO Short Term1.791.37
    Federated Active Cash Broad FI Composite1.290.97

    Ultrashort Bond5 year gross return5 year net return
    Pyramis Leveraged Loan Composite8.608.06
    Western Asset Mgt US Index Plus7.066.73
    TCW MetWest AlphaTrak6.656.44
    The Lara U.S Treas Bond Mgt Prog5.595.48
    Goldman Sachs US Mortgages5.164.87
    Taxable 1-3 Year Fixed Income2.942.73
    Dana Limited Volatility2.912.68
    Federated Active Cash Broad FI Composite2.882.56
    PIMCO Short Term2.732.35
    StableRiver US Govt Sec Ultra-Shrt Strat2.622.37

    Long Government1 year gross return1 year net return
    TCW Securitized Opportunities18.0216.83
    Johnson Institutional Mgmt Lng Crdt0.530.29
    Ryan Labs Long Liability Enhanced-0.52-0.89
    JKMAM Active Aggregate-0.55-0.94
    Ryan Labs Very Long Liability Enhanced-3.28-3.64
    JPMorgan Long Duration Invmtt Grade Plus-3.83-4.12
    JPMorgan Long Duration Investment Grade-3.91-4.15
    CMG SR Treasury Bond Program-7.34-9.55
    Hillswick Long Duration Government-7.46-7.75
    PIMCO Long Duration Treasury-7.94-8.37

    Long Government5 year gross return5 year net return
    TCW Securitized Opportunities22.4721.17
    CMG SR Treasury Bond Program17.2214.33
    Hillswick Long Duration Government10.6710.35
    Ryan Labs Very Long Liability Enhanced10.179.81
    NISA 15+ STRIPS10.119.85
    NISA Long Dur Govt Only Consolidated10.079.81
    JPMorgan Long Duration Invmtt Grade Plus9.629.24
    Jennison Active Long Government9.329.11
    PIMCO Long Duration Treasury9.278.75
    JPMorgan Long Duration Investment Grade9.008.70

    Long-Term Bond1 year gross return1 year net return
    Guggenheim Absolute Return Strategic12.6011.48
    Cohen & Steers Exchange Traded Prefs6.986.47
    AAM Core Plus6.305.72
    Loomis Sayles Core Plus Full Discretion6.205.89
    Nuveen Preferred Securities6.014.62
    Delaware Corp Bond Fix-Inc5.224.73
    Logan Circle Corporate Fixed Income4.143.78
    Sage Long Duration LDI3.903.60
    PGI Global Investment Grade Corporate3.593.38
    TCH Credit Fixed Income3.383.24

    Long-Term Bond5 year gross return5 year net return
    Reams Long Duration Fixed Income15.4615.23
    Delaware - Long Dur Fix-Inc13.6513.06
    Guggenheim Absolute Return Strategic12.5311.42
    Logan Circle Long Duration12.4012.01
    PIMCO Long Term Bond - Long Credit11.7511.44
    Standish US Long Duration11.6011.37
    PineBridge US Lng Dur Crdit Bd Composite11.4011.09
    PIMCO Long Term Bond Full Authority11.0710.81
    Delaware Corp Bond Fix-Inc10.9210.39
    Dodge & Cox Long Duration10.8510.18

    Multisector Bond1 year gross return1 year net return
    Putnam Multi-Strategy Fixed Income12.4211.64
    BTS Select Bond Asset Allocation Program11.889.55
    Optimus Global Bond/Currency10.6210.08
    Thornburg Multisector Opportunistic Stra10.069.27
    Loomis Sayles Multi-Sector Full Discretn9.008.66
    PCM Income Opportunity Fund8.637.85
    TTM Trend Aggregation-Income8.366.41
    Standish Opportunistic Fixed Income8.037.47
    Dunn Warren Conservative w/ mutual funds7.677.57
    First Trust FTA Taxable Closed-End Fund7.345.69

    Multisector Bond5 year gross return5 year net return
    BTS Select Bond Asset Allocation Program15.8613.27
    Clark Navigator FI Total Return (SAI)14.1713.25
    TTM Trend Aggregation-Income12.5410.50
    Camden Bond10.879.42
    Loomis Sayles Multi-Sector Full Discretn10.109.75
    Thornburg Multisector Opportunistic Stra10.089.01
    Caywood-Scholl Hybrid Fixed Income10.009.76
    Medium Quality Core Fixed Income9.559.12
    Manulife AM US Strategic Fixed Income9.468.97
    GW Capital Medium-grade Bond9.168.67

    Inflation-Protected Bond1 year gross return1 year net return
    Granite Blncd Tactical Asset Allo Strat4.133.88
    Laffer Investments US Inflation Strategy0.89-0.09
    Standish Global TIPS-0.41-0.52
    FFTW Global Inflation Linked Bonds-1.53-1.78
    NISA Intermediate TIPS-2.87-3.09
    Franklin Templeton US TIPS-3.03-3.16
    IR+M Int. TIPS-3.10-3.20
    Richmond Capital Mgt TIPS 1-10 Yr-3.13-3.23
    Wellington TIPS-3.13-3.28
    BlackRock TIPS PLUS-3.97-4.12

    Inflation-Protected Bond5 year gross return5 year net return
    PIMCO Real Ret Asset Long Duration7.486.92
    PIMCO Real Return for Managed Accounts5.734.13
    PIMCO Real Return Full Authority5.635.09
    Franklin Templeton US TIPS5.285.15
    FFTW Inflation Linked Bonds U.S.5.094.89
    FFTW Global Inflation Linked Bonds5.084.86
    Hartford Inv Mgt TIPS – Asset Class5.054.84
    BlackRock TIPS PLUS4.804.51
    BlackRock TIPS (Treasury Infl-Protected)4.704.52
    Western Asset Mgt US TIPS Full Discr4.624.29

    Stable Value1 year gross return1 year net return
    IBEW NECA Stable Value Trust Premier Cl2.880.00
    Fiduciary Capital Mgt FCM/GIC Stable Val2.692.43
    Standish Stable Value2.592.47
    Galliard Stable Value Composite2.482.07
    BMO Employee Benefit Stable Principal Fd2.341.93
    Invesco Stable Value2.161.94
    Columbia Stable Value – Government Strat1.911.71
    Columbia Stable Value – Inv Grade Strat1.831.62
    BiscayneAmericas Capital Preservation1.191.19
    PIMCO Mod Dur Core Stable Value-0.33-0.52

    Stable Value5 year gross return5 year net return
    PIMCO Mod Dur Core Stable Value5.295.07
    Fiduciary Capital Mgt FCM/GIC Stable Val3.673.42
    IBEW NECA Stable Value Trust Premier Cl3.570.00
    Galliard Stable Value Composite3.382.97
    Standish Stable Value3.343.25
    Invesco Stable Value3.263.05
    Columbia Stable Value – Government Strat3.062.86
    BMO Employee Benefit Stable Principal Fd2.842.43
    Columbia Stable Value – Inv Grade Strat2.682.46
    Riversource Trust Stable Capital Fund J0.000.00

    Emerging Markets Bond1 year gross return1 year net return
    GMO Emerging Country Debt Strategy10.319.51
    Ashmore Emerg Mkts Corp Dbt (Broad) Comp10.148.89
    DCM Emerging Markets Debt9.228.57
    Franklin Templeton Emg Mkt Debt Opp9.078.31
    Logan Circle Emerging Markets Debt8.027.43
    TCW Emerging Markets Fixed Income7.827.28
    Invesco Emerging Market Corporate Bond7.656.96
    Schroders Emrg Mkts Debt Absolute Return6.935.76
    FFTW EMD Corporate Debt6.445.83
    Pyramis Emerging Market Debt Composite6.165.47

    Emerging Markets Bond5 year gross return5 year net return
    Logan Circle Emerging Markets Debt13.5412.90
    TCW Emerging Markets Fixed Income13.5212.84
    Ashmore Emerg Mkts Corp Dbt (Broad) Comp12.6411.37
    DCM Emerging Markets Debt12.3311.67
    Columbia Emerging Markets Fixed Income11.4510.54
    GMO Emerging Country Debt Strategy11.2110.37
    Wellington Emerging Markets Debt11.1510.49
    Aegon Emerging Markets - Glb Diversified10.9910.58
    Pyramis Emerging Market Debt Composite10.8110.10
    Stone Harbor EMD Total Return10.479.83

    World Allocation1 year gross return1 year net return
    Baillie Gifford Overseas Global Alpha23.6822.89
    GEAM Global Select Equity21.3820.54
    Loring Ward Global Equity DFA21.3121.00
    Loring Ward Global Equity DFA TM20.3420.01
    Loring Ward Global Equity SA19.6619.66
    QA Global Style w/ Equity Flex19.4917.85
    Schroders Global Climate Change19.4117.66
    Loring Ward Global Equity DFA SRI18.7818.47
    OBS Financial EFS 80/2018.5418.19
    Niemann Dynamic Sector18.0716.09

    World Allocation5 year gross return5 year net return
    Keystone Wealth Alpha Rotation21.2519.86
    TTM Trend Aggregation-Opportunity13.2412.12
    TTM Momentum-Opportunity12.4910.29
    TTM Trend Aggregation-Growth12.3310.30
    TTM Trend Aggregation-Low Volatility12.2311.49
    TTM Trend Aggregation-Core10.528.52
    Innealta Country Rotation Model9.497.28
    Longview Capital Global Allocation9.488.71
    Deschutes Matisse Discounted CE Fd Stgy9.368.29
    IVA Diversified Global9.018.02

    Conservative Allocation1 year gross return1 year net return
    FPA Contrarian Value19.0817.76
    AAM Tactical Income18.4117.76
    Parametric Core MSA--55% Equity16.4615.91
    Farr Miller & Wash FMW Gr & Inc15.9015.21
    Tillar-Wenstrup Core Balanced15.8113.25
    Regalfolios Mutual Fund Cnsrv Strgy14.7813.87
    Sowell Platnium Plus Balanced14.7513.62
    UBS: U.S. Balanced Portfolio14.7013.97
    TCIA ETF Level 214.2212.61
    SFS Proactive Strategic Growth14.1713.49

    Conservative Allocation5 year gross return5 year net return
    Good Harbor U.S. Tactical Core21.3219.92
    Clark Navigator MultiStrategy 25-75(SAI)13.3511.54
    TTM Momentum- Absolute Return11.739.70
    PageOne SIP Plus11.529.61
    TTM Momentum Income10.879.78
    TTM Momentum- Low Volatility10.609.56
    AAM Tactical Income10.299.50
    MCA Conservative Portfolios10.139.31
    Donaldson Endowment - Cornerstone9.158.21
    PSI Tactical Diversified Equity8.967.13

    Moderate Allocation1 year gross return1 year net return
    Brandywine Domestic Balanced21.6620.47
    Roumell Total Return21.3719.91
    PCM Tactical Growth20.2819.41
    PCM Tactical Growth and Income20.0419.21
    Johnson Institutional Mgt Enhanced Index19.8419.54
    Ken Roberts Diversified Income Strategy19.8019.32
    Astor S.T.A.R. Program19.8017.89
    Flippin, Bruce & Porter, Lg-Cap Val Bal19.5318.83
    Niemann Risk Managed19.3717.10
    Beacon Vantage 2.0 Aggressive Portfolio19.0316.93

    Moderate Allocation5 year gross return5 year net return
    CMG Opportunistic All Asset ETF Strategy18.5117.17
    PCM Tactical Growth17.3716.54
    PCM Tactical Growth and Income17.2016.37
    TTM Momentum-Core13.3611.31
    TTM Trend Aggregation-Absolute Return11.859.83
    Clark Navigator Glbl Bal ETF 20-80 Hdgd11.7011.41
    Clark Navigator MultiStrategy 50-50(SAI)11.539.85
    MCA Balanced Portfolios10.8610.04
    SaratogaRIM Strategic Income10.319.85
    Punch Income Composite10.119.10

    Target Date 2000-20101 year gross return1 year net return
    JPMorgan SmartRetirement 2010 C Cl8.998.55
    JPMorgan SmartRetirement Inc C Cl8.488.05
    JPMCB SmartRetiremt Passive Blend 20107.327.06
    JPMCB SmrtRetirmt Pasv Blnd 2010-C0.006.96
    SSgA Target Retirement 2010 NL Ser A0.005.38
    SSgA Target Retirement 2010 SL Fd Cl II0.005.26
    SSgA Target Retirement 2010 NL Ser C0.005.21
    SSgA Target Retirement 2010 NL Ser D0.004.97
    SSgA Target Retirement 2010 SL Fd Cl III0.004.95
    SSgA Target Retirement 2010 SL Ser VI0.004.94

    Target Date 2000-20105 year gross return5 year net return
    JPMorgan SmartRetirement Inc C Cl6.145.71
    JPMorgan SmartRetirement 2010 C Cl5.885.46
    JPMCB SmartRetiremt Passive Blend 20104.954.46
    JPMCB SmrtRetirmt Pasv Blnd 2010-C0.000.00
    SSgA Target Retirement 2010 NL Ser A0.006.15
    SSgA Target Retirement 2010 SL Fd Cl II0.006.05
    SSgA Target Retirement 2010 NL Ser C0.006.12
    SSgA Target Retirement 2010 NL Ser D0.005.75
    SSgA Target Retirement 2010 SL Fd Cl III0.005.78
    SSgA Target Retirement 2010 SL Ser VI0.005.77

    Target Date 2011-20151 year gross return1 year net return
    SSgA Target Retirement 2015 SL Fd Cl II11.187.32
    JPMorgan SmartRetirement 2015 C Cl10.6410.07
    Meeder Age-based 60-6210.1010.10
    JPMCB SmartRetiremt Passive Blend 20158.698.42
    JPMCB SmrtRetirmt Pasv Blnd 2015-C0.008.95
    SEI Target Date 2015 Fund CT-10.007.71
    JPMCB SmartRetiremt 2015 Fund C350.000.00
    SSgA Dow Jones Target 2015 IndexSM NL C0.000.00
    JPMCB SmartRetirement 2015 Fund-C100.009.89
    JPMCB SmartRetirement 2015 Fund-C200.009.80

    Target Date 2011-20155 year gross return5 year net return
    JPMorgan SmartRetirement 2015 C Cl6.395.82
    JPMCB SmartRetiremt Passive Blend 20155.394.92
    Meeder Age-based 60-624.364.36
    JPMCB SmrtRetirmt Pasv Blnd 2015-C0.000.00
    SEI Target Date 2015 Fund CT-10.000.00
    JPMCB SmartRetiremt 2015 Fund C350.000.00
    SSgA Dow Jones Target 2015 IndexSM NL C0.000.00
    JPMCB SmartRetirement 2015 Fund-C100.000.00
    JPMCB SmartRetirement 2015 Fund-C200.000.00
    SSgA Target Retirement 2015 NL Ser A0.006.58

    Target Date 2016-20201 year gross return1 year net return
    JPMorgan SmartRetirement 2020 C Cl12.8012.15
    JPMCB SmartRetiremt Passive Blend 202011.2911.01
    Meeder Age-based 55-5911.2511.25
    JPMCB SmrtRetirmt Pasv Blnd 2020-C0.0011.12
    JPMCB SmartRetiremt 2020 Fund C350.000.00
    JPMCB SmartRetirement 2020 Fund-C100.0012.06
    JPMCB SmartRetirement 2020 Fund-C200.0011.94
    SSgA Target Retirement 2020 NL Ser A0.0010.06
    SSgA Target Retirement 2020 SL Fd Cl II0.009.97
    SSgA Target Retirement 2020 NL Ser C0.009.91

    Target Date 2016-20205 year gross return5 year net return
    JPMorgan SmartRetirement 2020 C Cl6.575.94
    JPMCB SmartRetiremt Passive Blend 20205.454.97
    Meeder Age-based 55-594.164.16
    JPMCB SmrtRetirmt Pasv Blnd 2020-C0.000.00
    JPMCB SmartRetiremt 2020 Fund C350.000.00
    JPMCB SmartRetirement 2020 Fund-C100.005.82
    JPMCB SmartRetirement 2020 Fund-C200.000.00
    SSgA Target Retirement 2020 NL Ser A0.006.73
    SSgA Target Retirement 2020 SL Fd Cl II0.006.65
    SSgA Target Retirement 2020 NL Ser C0.006.71

    Target Date 2021-20251 year gross return1 year net return
    JPMorgan SmartRetirement 2025 C Cl14.7814.06
    JPMCB SmartRetiremt Passive Blend 202513.0912.81
    Meeder Age-based 50-5412.4812.48
    Meeder Age-based 63-647.727.72
    Meeder Age-based 65 and Over6.636.63
    JPMCB SmrtRetirmt Pasv Blnd 2025-C0.0012.85
    JPMCB SmartRetiremt 2025 Fund C350.000.00
    SSgA Dow Jones Target 2025 IndexSM NL C0.000.00
    JPMCB SmartRetirement 2025 Fund-C200.0013.91
    SSgA Target Retirement 2025 NL Ser A0.0011.51

    Target Date 2021-20255 year gross return5 year net return
    JPMorgan SmartRetirement 2025 C Cl6.896.20
    JPMCB SmartRetiremt Passive Blend 20255.464.98
    Meeder Age-based 50-543.983.98
    JPMCB SmrtRetirmt Pasv Blnd 2025-C0.000.00
    JPMCB SmartRetiremt 2025 Fund C350.000.00
    SSgA Dow Jones Target 2025 IndexSM NL C0.000.00
    JPMCB SmartRetirement 2025 Fund-C200.000.00
    SSgA Target Retirement 2025 NL Ser A0.006.67
    SSgA Target Retirement 2025 SL Fd Cl II0.006.57
    SSgA Target Retirement 2025 NL Ser C0.006.59

    Target Date 2026-20301 year gross return1 year net return
    JPMorgan SmartRetirement 2030 C Cl16.6115.82
    JPMCB SmartRetiremt Passive Blend 203014.4514.17
    Meeder Age-based 45-4913.8813.88
    JPMCB SmrtRetirmt Pasv Blnd 2030-C0.0014.21
    JPMCB SmartRetiremt 2030 Fund C350.000.00
    JPMCB SmartRetirement 2030 Fund-C100.0015.73
    JPMCB SmartRetirement 2030 Fund-C200.0015.61
    SSgA Target Retirement 2030 NL Ser A0.0012.89
    SSgA Target Retirement 2030 SL Fd Cl II0.0012.78
    SSgA Target Retirement 2030 NL Ser C0.0012.72

    Target Date 2026-20305 year gross return5 year net return
    JPMorgan SmartRetirement 2030 C Cl6.355.61
    JPMCB SmartRetiremt Passive Blend 20305.274.79
    Meeder Age-based 45-493.853.85
    JPMCB SmrtRetirmt Pasv Blnd 2030-C0.000.00
    JPMCB SmartRetiremt 2030 Fund C350.000.00
    JPMCB SmartRetirement 2030 Fund-C100.005.50
    JPMCB SmartRetirement 2030 Fund-C200.000.00
    SSgA Target Retirement 2030 NL Ser A0.006.42
    SSgA Target Retirement 2030 SL Fd Cl II0.006.34
    SSgA Target Retirement 2030 NL Ser C0.006.36

    Target Date 2031-20351 year gross return1 year net return
    JPMorgan SmartRetirement 2035 C Cl17.8416.98
    JPMCB SmartRetiremt Passive Blend 203515.6715.38
    Meeder Age-based 44 and under14.5414.54
    JPMCB SmrtRetirmt Pasv Blnd 2035-C0.0015.41
    JPMCB SmartRetiremt 2035 Fund C350.000.00
    SSgA Dow Jones Target 2035 IndexSM NL C0.000.00
    JPMCB SmartRetirement 2035 Fund-C200.0016.80
    SSgA Target Retirement 2035 NL Ser A0.0014.02
    SSgA Target Retirement 2035 SL Fd Cl II0.0013.91
    SSgA Target Retirement 2035 NL Ser C0.0013.89

    Target Date 2031-20355 year gross return5 year net return
    JPMorgan SmartRetirement 2035 C Cl6.555.76
    JPMCB SmartRetiremt Passive Blend 20355.294.82
    Meeder Age-based 44 and under3.753.75
    JPMCB SmrtRetirmt Pasv Blnd 2035-C0.000.00
    JPMCB SmartRetiremt 2035 Fund C350.000.00
    SSgA Dow Jones Target 2035 IndexSM NL C0.000.00
    JPMCB SmartRetirement 2035 Fund-C200.000.00
    SSgA Target Retirement 2035 NL Ser A0.006.02
    SSgA Target Retirement 2035 SL Fd Cl II0.005.92
    SSgA Target Retirement 2035 NL Ser C0.005.88

    Target Date 2036-20401 year gross return1 year net return
    JPMorganSmartRetirement 2040 C Cl18.4617.59
    JPMCB SmartRetiremt Passive Blend 204016.0515.76
    JPMCB SmrtRetirmt Pasv Blnd 2040-C0.0015.80
    JPMCB SmartRetiremt 2040 Fund C350.000.00
    JPMCB SmartRetirement 2040 Fund-C100.0017.45
    JPMCB SmartRetirement 2040 Fund-C200.0017.38
    SSgA Target Retirement 2040 NL Ser A0.0015.10
    SSgA Target Retirement 2040 SL Fd Cl II0.0015.02
    SSgA Target Retirement 2040 NL Ser C0.0014.96
    SSgA Target Retirement 2040 SL Fd Cl III0.0014.74

    Target Date 2036-20405 year gross return5 year net return
    JPMorganSmartRetirement 2040 C Cl6.505.67
    JPMCB SmartRetiremt Passive Blend 20405.324.83
    JPMCB SmrtRetirmt Pasv Blnd 2040-C0.000.00
    JPMCB SmartRetiremt 2040 Fund C350.000.00
    JPMCB SmartRetirement 2040 Fund-C100.005.59
    JPMCB SmartRetirement 2040 Fund-C200.000.00
    SSgA Target Retirement 2040 NL Ser A0.005.95
    SSgA Target Retirement 2040 SL Fd Cl II0.005.88
    SSgA Target Retirement 2040 NL Ser C0.005.87
    SSgA Target Retirement 2040 SL Fd Cl III0.005.63

    Target Date 2041-20451 year gross return1 year net return
    JPMorgan SmartRetirement 2045 C Cl18.3117.44
    JPMCB SmartRetiremt Passive Blend 204516.2015.91
    JPMCB SmrtRetirmt Pasv Blnd 2045-C0.0015.79
    JPMCB SmartRetiremt 2045 Fund C350.000.00
    SSgA Dow Jones Target 2045 IndexSM NL C0.000.00
    JPMCB SmartRetirement 2045 Fund-C200.0017.29
    SSgA Target Retirement 2045 NL Ser A0.0015.10
    SSgA Target Retirement 2045 SL Fd Cl II0.0015.04
    SSgA Target Retirement 2045 NL Ser C0.0014.97
    SSgA Target Retirement 2045 SL Fd Cl III0.0014.71

    Target Date 2041-20455 year gross return5 year net return
    JPMorgan SmartRetirement 2045 C Cl6.605.80
    JPMCB SmartRetiremt Passive Blend 20455.354.87
    JPMCB SmrtRetirmt Pasv Blnd 2045-C0.000.00
    JPMCB SmartRetiremt 2045 Fund C350.000.00
    SSgA Dow Jones Target 2045 IndexSM NL C0.000.00
    JPMCB SmartRetirement 2045 Fund-C200.000.00
    SSgA Target Retirement 2045 NL Ser A0.006.03
    SSgA Target Retirement 2045 SL Fd Cl II0.005.97
    SSgA Target Retirement 2045 NL Ser C0.005.89
    SSgA Target Retirement 2045 SL Fd Cl III0.005.66

    Retirement Income1 year gross return1 year net return
    Argent Sector Dividend Preferred10.899.82
    JPMCB SmartRetiremt Passive Blend Income7.867.59
    Windham Multi-Asset Income Portfolio6.215.84
    TAG Tactical Income5.354.62
    Ladenburg LAMP MF Income4.573.10
    Ladenburg Thalmann LAMP NTF Income4.573.10
    Palladiem Sustainable Income Strategy4.563.97
    Ladenburg LAMP Specialty Enhanced Income4.132.81
    Ladenburg LAMP ETF Income3.962.56
    UBS PWS Diversified Income3.433.12

    Retirement Income5 year gross return5 year net return
    Ladenburg LAMP Specialty Enhanced Income7.566.58
    Ladenburg LAMP Specialty Conserv Income6.015.50
    JPMCB SmartRetiremt Passive Blend Income5.404.94
    Ladenburg LAMP ETF Income4.402.86
    Ladenburg Thalmann LAMP NTF Income3.782.18
    Ladenburg LAMP MF Income3.722.11
    Ladenburg LAMP Tax-Sensitive Income2.761.03
    JPMCB SmartRetirement Income-C200.000.00
    JPMCB SmrtRetirmt Pasv Blend Income-C0.000.00
    JPMCB SmartRetiremt Income Fund C350.000.00
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