August 19, 2013 01:00 AM

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

Large Blend	1 year gross return	1 year net return
Smead Capital Appreciation	36.90	35.83
Janus Opportunistic Alpha MA (Retail)	33.43	29.59
John Hancock AM Fdmtl Lg Cp Val Non-Wrap	31.76	30.45
M.D. Sass Svcs Relative Val Eq	31.02	30.39
PIMCO Fundamental IndexPLUS Abs Return	29.78	28.76
Harris Assoc. Concentrated	29.57	28.34
MDT All Cap Core MA	29.39	25.64
DeRoy & Devereaux All Cap Equity	29.22	28.40
GAM Large-Cap Value Strategy	29.17	28.66
RS Large Cap Value	29.10	28.07

Large Blend	5 year gross return	5 year net return
Good Harbor Tactical Equity Income	27.91	25.44
W.E. Donoghue Power Dividend Index	18.45	16.15
PIMCO Fundamental IndexPLUS Abs Return	16.77	15.86
Oak Associates All Cap Core Growth	15.71	14.85
PIMCO StocksPLUS Long Duration	15.54	14.97
F-Squared AlphaSector Premium Index	13.81	13.13
Harris Assoc. Concentrated	12.83	11.76
Franchise Partners - US Equity	12.71	11.83
TTM 500 Strategy	12.70	11.32
Smead Capital Appreciation	12.66	11.96

Mid-Cap Blend	1 year gross return	1 year net return
Wellington All Cap Opportunities	44.73	43.48
Horizon Spin-Off Institutional	37.15	35.77
Iridian Private Business Value Mid-Cap	37.11	36.67
SouthernSun SMID Cap Composite	36.42	35.79
RS Small Cap Value	35.28	33.55
AT Financial Advisors Corp Mid Cap Core	35.24	34.50
Fairpointe Mid-Cap Core Equity	35.09	33.87
Kinetics Small-Mid Cap Strategy	34.34	32.44
Validea Select Blend	34.04	31.86
Wellington Select Capital Appreciation	33.88	32.26

Mid-Cap Blend	5 year gross return	5 year net return
SouthernSun SMID Cap Composite	16.60	16.03
F-Squared AlphaSector AlphaDEX Pre Idx	15.67	14.98
Clarkston Capital Partners US Small Cap	14.56	13.51
Broadview All Cap Equity	14.05	12.81
Burgundy US Small / Mid Cap Composite	14.04	12.92
Pyramis Small/Mid Cap Core Composite	13.58	12.74
Ariel Mid-Cap Value	12.91	11.79
Jensen Value Equity Comp	12.86	12.08
Bernzott Capital Small Cap Equity	12.80	12.02
The Boston Mid-Cap Opportunistic Equity	12.73	11.82

Small Blend	1 year gross return	1 year net return
Tieton Small Cap Value	43.35	42.27
Horizon Small Cap Institutional	42.55	41.13
PENN Capital Mgt Small Cap Equity	39.48	38.70
1492 Small Cap Core Alpha	37.78	36.41
Numeric Investors Small Cap Growth	36.07	34.88
PNC Cap Adv Structured Sm Cap Core Eq	35.89	34.69
The Boston SMID Cap Opportunistic Value	35.49	34.31
Keeley Inst. SMID Cap Value SMA	35.37	35.20
Analytic Small-Mid Cap Equity	35.33	34.11
Keeley Inst. Small Cap Value SMA	34.99	34.65

Small Blend	5 year gross return	5 year net return
Granite Small Cap Core Equity Composite	18.10	16.95
Vulcan Value Partners Small Cap Stra	17.87	16.66
The Boston Small Cap Oprtnstc Val Eq Mgt	16.65	15.51
Frontier Small Cap Value	16.64	15.83
The Boston SMID Cap Opportunistic Value	16.48	15.43
PIMCO StocksPLUS Small Cap Abs Return	16.21	15.18
Burgundy US Small Cap Value Composite	16.00	14.82
RevenueShares VTL Small Cap Index	15.16	14.59
The London Co. Small Cap	15.16	14.54
Shapiro Capital Mgt Sm-Cap Val	15.02	12.91

Large Growth	1 year gross return	1 year net return
Goldman Sachs Master Limited Partnership	39.32	38.02
Fairpointe Focused Equity	37.03	35.66
Kinetics All-Cap Equity	36.65	34.67
ClearBridge Multi Cap Growth ESG	33.31	29.50
ClearBridge Multi Cap Growth ESG SMA	33.24	29.45
ClearBridge Multi Cap Growth SMA	31.81	28.08
TCW Pluris	31.70	30.39
ClearBridge Aggressive Growth	31.68	30.70
Elemental Capital Growth	31.02	28.48
Cambridge Aggressive Equity	29.71	27.44

Large Growth	5 year gross return	5 year net return
S&P Competitive Advantage	14.48	14.20
Vulcan Value Partners Large Cap Value	14.17	13.22
ClearBridge Multi Cap Growth ESG	13.77	10.49
ClearBridge Multi Cap Growth ESG SMA	13.76	10.48
Wedgewood Concentrated Lg-Cap Gr	13.44	12.62
HSMP Concentrated Quality Growth Eq	13.13	12.47
Delaware All Cap Gr Eq	12.93	12.12
Heritage All Cap Growth Equity	12.91	12.01
Loomis Sayles All Cap Growth	12.21	11.72
ClearBridge Multi Cap Growth SMA	12.20	8.96

Mid-Cap Growth	1 year gross return	1 year net return
Eventide Midcap Folio	40.92	40.10
RS Concentrated All-Cap Value	36.55	35.27
Mazama Mid Cap Growth	33.53	32.74
Pinnacle Small Mid Cap Equity	30.31	29.04
Broad Run Focus Equity Strategy Cmpst	29.79	28.50
Insight Concentrated Growth	29.67	27.23
Pinnacle Concentrated SMID	29.32	28.06
Denver Inv SMID-Growth	28.86	27.80
William Blair SMID Gr Team	28.80	27.61
FPA Small/Mid-Cap Quality Value	28.79	27.46

Mid-Cap Growth	5 year gross return	5 year net return
Delaware - Smid-Cap Growth-Focus	17.98	17.16
Quantum Mid Cap Growth	15.20	13.84
Riverbridge SMID Growth	14.76	13.79
Pinnacle Concentrated SMID	14.66	13.53
Atlanta High Quality SMID Cap Wrap	14.33	11.03
Atlanta High Quality Smid Cap	14.31	13.37
Kayne Anderson Rudnick SMID Quality Val	14.11	13.09
Select Equity Small-Mid Cap Core	13.65	11.77
GW&K Small/Mid Cap Core Strategy	13.44	12.32
GW&K Small/Mid Cap Core Strategy - Wrap	13.39	12.27

Small Growth	1 year gross return	1 year net return
Essex Inv Mgt - Micro Cap Growth	44.87	43.53
Mazama Emerging Small Cap Growth	44.72	43.58
Driehaus Micro Cap Growth	43.38	41.98
Kalo Capital - Trading Strategy	40.40	36.42
Kennedy Small Cap Fundamental Growth	40.07	38.79
Ironwood Inv Mgt Conc Small Cap Val	39.23	37.88
Bares Capital Mgt Small-Cap	38.89	37.08
Granahan Inv Mgt - Sm Cap Focused Grth	37.99	37.05
Lord Abbett & Co. Micro Cap Growth	37.59	35.87
Allianz US Ultra Micro Cap	36.95	35.58

Small Growth	5 year gross return	5 year net return
12th Street Small Cap Value	28.20	26.95
12th Street Asset Opportunity	21.16	20.02
Granahan Inv Mgt - Sm Cap Focused Grth	20.42	19.33
Allianz US Ultra Micro Cap	20.25	18.73
Bares Capital Mgt Small-Cap	19.18	17.68
Kayne Anderson Rudnick SC Quality Select	19.14	17.66
Kornitzer Emerging Opportunities	18.58	16.80
Bares Capital Mgt Micro-Cap Eq	18.50	17.04
Rice Hall James Small Cap Opportunities	17.82	16.92
Investment Management of Virginia Opport	17.77	17.18

Large Value	1 year gross return	1 year net return
S&P Intrinsic Value	39.07	38.73
Seizert Capital Concentrated Equity	38.35	37.37
Snow Capital Mgt Focused Value	37.60	36.63
Eagle All Cap Equity	35.29	33.24
Snow Capital Mgt Large Cap Value	35.24	34.16
Brandywine Traditional Large Cap Val Eq	34.65	30.82
CornerCap Fundametrics Large	34.39	33.69
Snow Capital Mgt LP All-Cap U.S. Val Eq	34.26	33.01
Brandes U.S. Value Equity	33.51	32.58
The Boston US Dynamic Large Cap Value SA	33.41	32.57

Large Value	5 year gross return	5 year net return
S&P Intrinsic Value	15.99	15.71
RIM High Income Dividend Yield Portfolio	15.67	15.67
S&P 4	15.61	15.32
S&P Dividend Income & Growth	15.60	15.31
Brookmont Capital Dividend Equity	14.76	13.60
Oâ€™Shaughnessy Market Leaders Value	14.52	12.71
Gries Logix Industry Relative Yield Str	14.29	13.24
ACR EQR Equity Quality Return	14.17	13.33
Eagle All Cap Equity	12.93	10.89
RIM Equity Income Opportunity Portfolio	12.88	12.88

Mid-Cap Value	1 year gross return	1 year net return
Seizert Capital Partners Mid Cap	45.80	44.62
Lyrical Asset Management, L.P.	44.51	41.44
Brandes U.S. Mid-Cap Value Equity	38.39	36.87
Hotchkis & Wiley Md-Cap Val	37.93	37.01
NB Rachlin Income Plus (PAM)	36.50	36.46
LSV Asset Mgt Md-Cap Val Eq	36.11	35.31
Diamond Hill Small-Mid Cap Equity	35.41	34.31
Hotchkis & Wiley Value Opp Strgy	33.73	32.76
Special Mid Cap Value Equity	33.48	32.37
AllianceBernstein MA Sm Md-Cap Val	33.32	32.09

Mid-Cap Value	5 year gross return	5 year net return
NB Rachlin Income Plus (PAM)	19.60	18.50
Hotchkis & Wiley Value Opp Strgy	17.88	17.01
Hotchkis & Wiley Md-Cap Val	17.11	16.31
Texas First Select Value	14.91	13.23
Pzena Mid-Cap Value	14.66	13.77
Triad Investment Mngt Equity	14.34	12.76
Lee Munder Capital Group Mid-Cap Value	13.96	13.08
Brandes U.S. Mid-Cap Value Equity	13.93	12.86
Ceredex Mid Cap Value Equity	13.42	12.53
Robeco BP Mid-Cap Value Equity	13.36	12.58

Small Value	1 year gross return	1 year net return
Towle & Co. Deep Value	49.95	48.96
Cooke & Bieler Small Cap Value Equity	43.49	42.11
Skyline Asset Mgt Small Cap Value	38.18	37.09
O'Shaughnessy Microcap	38.09	37.27
NorthPointe Capital Micro Cap Value	37.68	36.44
GlobeFlex U.S. Micro Cap Equity Cmpst	37.65	36.43
Snow Capital Mgt Small Cap Value Eq	37.28	36.00
MDT Sm-Cap Val	36.16	34.84
Athena Pure Valuation Profitability	36.08	35.23
Pacific Ridge Capital Ptnrs Micro Cp Val	35.52	33.69

Small Value	5 year gross return	5 year net return
NorthPointe Capital Micro Cap Value	18.72	18.50
Winslow Asset Mgt Small-Cap Core Equity	17.20	16.49
Fuller & Thaler Small-Cap Value	16.68	15.98
Piermont Small Cap Value Composite	16.57	15.52
Pacific Ridge Capital Ptnrs Micro Cp Val	16.54	14.88
PENN Capital Micro Cap Equity	15.79	15.07
Ariel Micro-Cap Value Composite	15.69	14.21
Pzena Small Cap Value	15.45	14.31
Snow Capital Mgt Small Cap Value Eq	15.07	13.97
Edge SMA SMID Cap Divi Inc without MLP's	14.81	13.70

Bear Market	1 year gross return	1 year net return
Optimus Global Advantage All Asset	10.92	10.37
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 Market	5 year gross return	5 year net return
Federated Alternative Bear Equity Comp	-9.19	-10.49
Leuthold AdvantHedge	-16.66	-17.97
Optimus Global Advantage All Asset	0.00	0.00
Optimus Advantage Plus	0.00	0.00
Optimus Global Advantage Plus	0.00	0.00

Financial	1 year gross return	1 year net return
RevenueShares VTL Financial Index	44.84	44.14
Fenimore Banking Composite	28.19	27.01
Artisan Non-U.S. Growth SA	22.49	21.38
Stonebridge NRA Preferred Securities	4.58	4.19
Stonebridge Modified Taxable Pref Secs	2.60	2.30
Transamerica I-Series GTA Conservative	1.24	0.00

Financial	5 year gross return	5 year net return
Artisan Non-U.S. Growth SA	3.42	2.45
RevenueShares VTL Financial Index	0.00	0.00
Fenimore Banking Composite	0.00	0.00
Stonebridge NRA Preferred Securities	0.00	0.00
Stonebridge Modified Taxable Pref Secs	0.00	0.00
Transamerica I-Series GTA Conservative	0.00	0.00

Health	1 year gross return	1 year net return
Financial Trust Health Value	36.42	34.70
Essex Global Life Sciences	15.74	14.57

Health	5 year gross return	5 year net return
Financial Trust Health Value	13.63	12.22
Essex Global Life Sciences	12.58	11.46

Natural Resources	1 year gross return	1 year net return
Zacks MLP Strategy	32.18	31.22
Boston Global Natural Resources Equity	7.54	6.69
Wellington Global Agriculture	5.63	4.58
RS Global Natural Resources	3.90	2.54
Wellington Global Natural Resources	2.84	1.82
Sandhill Hard Asset	2.74	1.72
IS - Beta Source	1.36	-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 Resources	5 year gross return	5 year net return
Zacks MLP Strategy	19.36	18.48
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 Metals	1 year gross return	1 year net return
AIS TAAP	-16.99	-17.80
GAMCO Gold	-43.46	-44.04

Equity Precious Metals	5 year gross return	5 year net return
AIS TAAP	4.34	3.33
GAMCO Gold	0.00	0.00

Real Estate	1 year gross return	1 year net return
Real Estate Mgt Svcs Real Est Val Port	23.01	22.38
Cohen & Steers Realty Focus	20.28	19.19
Morgan Dempsey Dividend Income	16.33	15.20
PGI Global REIT Income	16.19	15.56
SmithAssetMgtâ€“REIT	15.78	14.64
Brookfield US Value Income REIT	15.75	15.03
Chilton Capital Management REIT Strategy	15.21	14.34
Renaissance REITS - Wrap	14.15	10.80
Janus Real Estate Income MA (Retail)	13.09	9.83
American Core Realty Fund, LLC	11.37	10.28

Real Estate	5 year gross return	5 year net return
Cohen & Steers Realty Focus	16.77	15.72
Brookfield US Value Income REIT	14.46	13.82
Chilton Capital Management REIT Strategy	13.78	12.85
Renaissance REITS - Wrap	13.43	10.02
Morgan Dempsey Dividend Income	12.69	11.61
Real Estate Mgt Svcs Real Est Val Port	12.25	11.67
AEW U.S. Long/Short REIT Strategy	11.60	10.11
SmithAssetMgtâ€“REIT	11.46	10.35
Neuberger Berman REIT	10.93	10.09
Uniplan REIT Portfolio	10.49	8.14

Technology	1 year gross return	1 year net return
Zevenbergen Z/Tech	39.76	38.44
Private Capital Management Value Focus	24.80	23.86
Crabtree Multi-Cap Technology	24.18	23.28
Oak Associates Technology Portfolio	21.97	21.36
RCM Global Technology Equity	18.64	17.46
Princeton Young Enterprise Shares (YES)	18.17	16.60
MFS Technology Equity	15.92	14.99
RS Technology Composite	11.15	9.44

Technology	5 year gross return	5 year net return
Zevenbergen Z/Tech	12.29	11.21
Private Capital Management Value Focus	11.64	10.47
RS Technology Composite	10.13	8.42
Oak Associates Technology Portfolio	10.09	9.32
RCM Global Technology Equity	9.61	8.74
MFS Technology Equity	9.07	8.18
Princeton Young Enterprise Shares (YES)	7.53	6.09
Crabtree Multi-Cap Technology	0.00	0.00

Utilities	1 year gross return	1 year net return
HIS Top 15 Utility	20.88	19.70
MFS Utilities Equity	19.62	18.87
Miller/Howard Distribution/Merg Util SMA	17.65	14.21
Cohen & Steers Global Infra Composite	17.38	15.98
Miller/Howard Distribution/Merging Utili	17.33	16.19
Miller/Howard Utilities + Infrastructure	16.53	15.39
Levin Capital Strategies Utilities Yield	12.78	11.67
W.H. Reaves Long Term Value	12.77	12.06

Utilities	5 year gross return	5 year net return
Miller/Howard Distribution/Merg Util SMA	8.11	4.93
Miller/Howard Distribution/Merging Utili	7.73	6.70
MFS Utilities Equity	6.00	5.31
Miller/Howard Utilities + Infrastructure	3.86	2.85
Cohen & Steers Global Infra Composite	3.77	2.33
W.H. Reaves Long Term Value	3.22	2.66
HIS Top 15 Utility	0.00	0.00
Levin Capital Strategies Utilities Yield	0.00	0.00

Equity Energy	1 year gross return	1 year net return
Chickasaw MLP SMA	47.32	46.49
Cushing MLP Instl Alpha Strategy	44.46	43.52
Cushing MLP Instl Core Strategy	44.03	42.02
Salient MLP Separate Accounts	41.36	40.18
Yorkville MLP Core Income Strategy	40.33	36.25
Invesco Master Limited Partnership	39.50	38.14
Westwood Mgt Corp. MLP Infrastr. Renewal	38.39	37.25
Tortoise Midstream MLP Separate Accounts	37.79	36.47
Harvest MLP Alpha Strategy	36.49	35.70
Miller/Howard MLP Focus	34.60	33.31

Equity Energy	5 year gross return	5 year net return
Invesco Master Limited Partnership	24.23	23.01
Salient MLP Separate Accounts	23.96	23.10
Harvest MLP Alpha Strategy	22.11	21.35
Tortoise Midstream MLP Separate Accounts	21.81	20.68
Center Coast MLP SMA	21.40	20.28
EGA MLP Total Return SMA Composite	21.06	19.64
Chickasaw MLP SMA	20.70	19.86
Westwood Mgt Corp. MLP Infrastr. Renewal	20.35	20.01
DAC MLP Only	19.59	18.66
FAMCO MLP Master Ltd Partnerships	19.22	18.09

Aggressive Allocation	1 year gross return	1 year net return
ValueWorks Bal Comp	26.54	24.77
Lyons Tactical Allocation Portfolio	24.65	22.57
Lyons Managed Tactical Portfolio	24.65	22.57
NGAM Advisors-Core MSA 5-100% Equity	23.05	19.76
Advisors Capital Mgt Balanced	22.34	20.90
Alpha Mid-Cap Power Idx Managed Account	21.86	19.43
LMG Balanced	21.84	20.56
MIS Agg Growth Strategy - Taxable-NFS	21.52	18.45
Dodge & Cox Balanced	21.07	21.07
MIS Agg Growth Strategy - Taxable-BNY	20.48	18.68

Aggressive Allocation	5 year gross return	5 year net return
TTM Momentum-Growth	12.45	11.07
LMG Balanced	11.11	9.89
PageOne Founders	10.58	8.95
Efficient Market 20 Plus Yrs Aggressive	9.35	8.50
Clark Navigator MultiStrategy 75-25(SAI)	8.95	7.30
Advisors Capital Mgt Balanced	8.94	7.42
Dean Inv Multi-Cap 80	8.57	7.79
NGAM Advisors-Inc MSA 2-75% Fixed	8.40	5.47
Eagle Equity Income Balanced	8.20	5.94
Dodge & Cox Balanced	8.19	7.91

Bank Loan	1 year gross return	1 year net return
Goldman Sachs LIBOR Plus	10.51	8.08
KAM Bank Loans plus High Yield Composite	10.18	9.53
Lord Abbett & Co. Bank Loan	9.16	8.25
3i US Senior Loan Composite	8.81	7.95
Columbia Bank Loan Strategy	8.57	7.98
Stone Harbor Leveraged Loans	8.32	8.00
Newfleet Senior Floating Rate Composite	7.96	7.32
FT Bank Loans Separate Account Composite	7.88	7.52
Babson U.S. Bank Loans	7.54	7.01
PGI Bank Loans	7.16	6.97

Bank Loan	5 year gross return	5 year net return
KAM Bank Loans plus High Yield Composite	10.57	9.88
Newfleet Senior Floating Rate Composite	7.19	6.55
Eaton Vance Mgt Senior Secured Floating	6.66	6.15
PGI Bank Loans	6.61	6.47
T. Rowe Price Floating Rate Bank Loan	6.61	6.08
Babson U.S. Bank Loans	6.59	6.05
Pioneer Bank Loan Composite	6.38	5.33
Columbia Bank Loan Strategy	6.25	5.67
Lord Abbett & Co. Bank Loan	6.00	5.31
Stone Harbor Leveraged Loans	5.76	5.39

Small Value	1 year gross return	1 year net return
Towle & Co. Deep Value	49.95	48.96
Cooke & Bieler Small Cap Value Equity	43.49	42.11
Skyline Asset Mgt Small Cap Value	38.18	37.09
O'Shaughnessy Microcap	38.09	37.27
NorthPointe Capital Micro Cap Value	37.68	36.44
GlobeFlex U.S. Micro Cap Equity Cmpst	37.65	36.43
Snow Capital Mgt Small Cap Value Eq	37.28	36.00
MDT Sm-Cap Val	36.16	34.84
Athena Pure Valuation Profitability	36.08	35.23
Pacific Ridge Capital Ptnrs Micro Cp Val	35.52	33.69

Small Value	5 year gross return	5 year net return
NorthPointe Capital Micro Cap Value	18.72	18.50
Winslow Asset Mgt Small-Cap Core Equity	17.20	16.49
Fuller & Thaler Small-Cap Value	16.68	15.98
Piermont Small Cap Value Composite	16.57	15.52
Pacific Ridge Capital Ptnrs Micro Cp Val	16.54	14.88
PENN Capital Micro Cap Equity	15.79	15.07
Ariel Micro-Cap Value Composite	15.69	14.21
Pzena Small Cap Value	15.45	14.31
Snow Capital Mgt Small Cap Value Eq	15.07	13.97
Edge SMA SMID Cap Divi Inc without MLP's	14.81	13.70

Mid-Cap Value	1 year gross return	1 year net return
Seizert Capital Partners Mid Cap	45.80	44.62
Lyrical Asset Management, L.P.	44.51	41.44
Brandes U.S. Mid-Cap Value Equity	38.39	36.87
Hotchkis & Wiley Md-Cap Val	37.93	37.01
NB Rachlin Income Plus (PAM)	36.50	36.46
LSV Asset Mgt Md-Cap Val Eq	36.11	35.31
Diamond Hill Small-Mid Cap Equity	35.41	34.31
Hotchkis & Wiley Value Opp Strgy	33.73	32.76
Special Mid Cap Value Equity	33.48	32.37
AllianceBernstein MA Sm Md-Cap Val	33.32	32.09

Mid-Cap Value	5 year gross return	5 year net return
NB Rachlin Income Plus (PAM)	19.60	18.50
Hotchkis & Wiley Value Opp Strgy	17.88	17.01
Hotchkis & Wiley Md-Cap Val	17.11	16.31
Texas First Select Value	14.91	13.23
Pzena Mid-Cap Value	14.66	13.77
Triad Investment Mngt Equity	14.34	12.76
Lee Munder Capital Group Mid-Cap Value	13.96	13.08
Brandes U.S. Mid-Cap Value Equity	13.93	12.86
Ceredex Mid Cap Value Equity	13.42	12.53
Robeco BP Mid-Cap Value Equity	13.36	12.58

Large Value	1 year gross return	1 year net return
S&P Intrinsic Value	39.07	38.73
Seizert Capital Concentrated Equity	38.35	37.37
Snow Capital Mgt Focused Value	37.60	36.63
Eagle All Cap Equity	35.29	33.24
Snow Capital Mgt Large Cap Value	35.24	34.16
Brandywine Traditional Large Cap Val Eq	34.65	30.82
CornerCap Fundametrics Large	34.39	33.69
Snow Capital Mgt LP All-Cap U.S. Val Eq	34.26	33.01
Brandes U.S. Value Equity	33.51	32.58
The Boston US Dynamic Large Cap Value SA	33.41	32.57

Large Value	5 year gross return	5 year net return
S&P Intrinsic Value	15.99	15.71
RIM High Income Dividend Yield Portfolio	15.67	15.67
S&P 4	15.61	15.32
S&P Dividend Income & Growth	15.60	15.31
Brookmont Capital Dividend Equity	14.76	13.60
Oâ€™Shaughnessy Market Leaders Value	14.52	12.71
Gries Logix Industry Relative Yield Str	14.29	13.24
ACR EQR Equity Quality Return	14.17	13.33
Eagle All Cap Equity	12.93	10.89
RIM Equity Income Opportunity Portfolio	12.88	12.88

Small Growth	1 year gross return	1 year net return
Essex Inv Mgt - Micro Cap Growth	44.87	43.53
Mazama Emerging Small Cap Growth	44.72	43.58
Driehaus Micro Cap Growth	43.38	41.98
Kalo Capital - Trading Strategy	40.40	36.42
Kennedy Small Cap Fundamental Growth	40.07	38.79
Ironwood Inv Mgt Conc Small Cap Val	39.23	37.88
Bares Capital Mgt Small-Cap	38.89	37.08
Granahan Inv Mgt - Sm Cap Focused Grth	37.99	37.05
Lord Abbett & Co. Micro Cap Growth	37.59	35.87
Allianz US Ultra Micro Cap	36.95	35.58

Small Growth	5 year gross return	5 year net return
12th Street Small Cap Value	28.20	26.95
12th Street Asset Opportunity	21.16	20.02
Granahan Inv Mgt - Sm Cap Focused Grth	20.42	19.33
Allianz US Ultra Micro Cap	20.25	18.73
Bares Capital Mgt Small-Cap	19.18	17.68
Kayne Anderson Rudnick SC Quality Select	19.14	17.66
Kornitzer Emerging Opportunities	18.58	16.80
Bares Capital Mgt Micro-Cap Eq	18.50	17.04
Rice Hall James Small Cap Opportunities	17.82	16.92
Investment Management of Virginia Opport	17.77	17.18

Mid-Cap Growth	1 year gross return	1 year net return
Eventide Midcap Folio	40.92	40.10
RS Concentrated All-Cap Value	36.55	35.27
Mazama Mid Cap Growth	33.53	32.74
Pinnacle Small Mid Cap Equity	30.31	29.04
Broad Run Focus Equity Strategy Cmpst	29.79	28.50
Insight Concentrated Growth	29.67	27.23
Pinnacle Concentrated SMID	29.32	28.06
Denver Inv SMID-Growth	28.86	27.80
William Blair SMID Gr Team	28.80	27.61
FPA Small/Mid-Cap Quality Value	28.79	27.46

Mid-Cap Growth	5 year gross return	5 year net return
Delaware - Smid-Cap Growth-Focus	17.98	17.16
Quantum Mid Cap Growth	15.20	13.84
Riverbridge SMID Growth	14.76	13.79
Pinnacle Concentrated SMID	14.66	13.53
Atlanta High Quality SMID Cap Wrap	14.33	11.03
Atlanta High Quality Smid Cap	14.31	13.37
Kayne Anderson Rudnick SMID Quality Val	14.11	13.09
Select Equity Small-Mid Cap Core	13.65	11.77
GW&K Small/Mid Cap Core Strategy	13.44	12.32
GW&K Small/Mid Cap Core Strategy - Wrap	13.39	12.27

Large Growth	1 year gross return	1 year net return
Goldman Sachs Master Limited Partnership	39.32	38.02
Fairpointe Focused Equity	37.03	35.66
Kinetics All-Cap Equity	36.65	34.67
ClearBridge Multi Cap Growth ESG	33.31	29.50
ClearBridge Multi Cap Growth ESG SMA	33.24	29.45
ClearBridge Multi Cap Growth SMA	31.81	28.08
TCW Pluris	31.70	30.39
ClearBridge Aggressive Growth	31.68	30.70
Elemental Capital Growth	31.02	28.48
Cambridge Aggressive Equity	29.71	27.44

Large Growth	5 year gross return	5 year net return
S&P Competitive Advantage	14.48	14.20
Vulcan Value Partners Large Cap Value	14.17	13.22
ClearBridge Multi Cap Growth ESG	13.77	10.49
ClearBridge Multi Cap Growth ESG SMA	13.76	10.48
Wedgewood Concentrated Lg-Cap Gr	13.44	12.62
HSMP Concentrated Quality Growth Eq	13.13	12.47
Delaware All Cap Gr Eq	12.93	12.12
Heritage All Cap Growth Equity	12.91	12.01
Loomis Sayles All Cap Growth	12.21	11.72
ClearBridge Multi Cap Growth SMA	12.20	8.96

Small Blend	1 year gross return	1 year net return
Tieton Small Cap Value	43.35	42.27
Horizon Small Cap Institutional	42.55	41.13
PENN Capital Mgt Small Cap Equity	39.48	38.70
1492 Small Cap Core Alpha	37.78	36.41
Numeric Investors Small Cap Growth	36.07	34.88
PNC Cap Adv Structured Sm Cap Core Eq	35.89	34.69
The Boston SMID Cap Opportunistic Value	35.49	34.31
Keeley Inst. SMID Cap Value SMA	35.37	35.20
Analytic Small-Mid Cap Equity	35.33	34.11
Keeley Inst. Small Cap Value SMA	34.99	34.65

Small Blend	5 year gross return	5 year net return
Granite Small Cap Core Equity Composite	18.10	16.95
Vulcan Value Partners Small Cap Stra	17.87	16.66
The Boston Small Cap Oprtnstc Val Eq Mgt	16.65	15.51
Frontier Small Cap Value	16.64	15.83
The Boston SMID Cap Opportunistic Value	16.48	15.43
PIMCO StocksPLUS Small Cap Abs Return	16.21	15.18
Burgundy US Small Cap Value Composite	16.00	14.82
RevenueShares VTL Small Cap Index	15.16	14.59
The London Co. Small Cap	15.16	14.54
Shapiro Capital Mgt Sm-Cap Val	15.02	12.91

Mid-Cap Blend	1 year gross return	1 year net return
Wellington All Cap Opportunities	44.73	43.48
Horizon Spin-Off Institutional	37.15	35.77
Iridian Private Business Value Mid-Cap	37.11	36.67
SouthernSun SMID Cap Composite	36.42	35.79
RS Small Cap Value	35.28	33.55
AT Financial Advisors Corp Mid Cap Core	35.24	34.50
Fairpointe Mid-Cap Core Equity	35.09	33.87
Kinetics Small-Mid Cap Strategy	34.34	32.44
Validea Select Blend	34.04	31.86
Wellington Select Capital Appreciation	33.88	32.26

Mid-Cap Blend	5 year gross return	5 year net return
SouthernSun SMID Cap Composite	16.60	16.03
F-Squared AlphaSector AlphaDEX Pre Idx	15.67	14.98
Clarkston Capital Partners US Small Cap	14.56	13.51
Broadview All Cap Equity	14.05	12.81
Burgundy US Small / Mid Cap Composite	14.04	12.92
Pyramis Small/Mid Cap Core Composite	13.58	12.74
Ariel Mid-Cap Value	12.91	11.79
Jensen Value Equity Comp	12.86	12.08
Bernzott Capital Small Cap Equity	12.80	12.02
The Boston Mid-Cap Opportunistic Equity	12.73	11.82

Large Blend	1 year gross return	1 year net return
Smead Capital Appreciation	36.90	35.83
Janus Opportunistic Alpha MA (Retail)	33.43	29.59
John Hancock AM Fdmtl Lg Cp Val Non-Wrap	31.76	30.45
M.D. Sass Svcs Relative Val Eq	31.02	30.39
PIMCO Fundamental IndexPLUS Abs Return	29.78	28.76
Harris Assoc. Concentrated	29.57	28.34
MDT All Cap Core MA	29.39	25.64
DeRoy & Devereaux All Cap Equity	29.22	28.40
GAM Large-Cap Value Strategy	29.17	28.66
RS Large Cap Value	29.10	28.07

Large Blend	5 year gross return	5 year net return
Good Harbor Tactical Equity Income	27.91	25.44
W.E. Donoghue Power Dividend Index	18.45	16.15
PIMCO Fundamental IndexPLUS Abs Return	16.77	15.86
Oak Associates All Cap Core Growth	15.71	14.85
PIMCO StocksPLUS Long Duration	15.54	14.97
F-Squared AlphaSector Premium Index	13.81	13.13
Harris Assoc. Concentrated	12.83	11.76
Franchise Partners - US Equity	12.71	11.83
TTM 500 Strategy	12.70	11.32
Smead Capital Appreciation	12.66	11.96

Long/Short Equity	1 year gross return	1 year net return
Acadian Non-US Small-Cap Long/Short	35.52	32.43
Copeland Risk Managed Div Growth L/S	23.80	20.83
QMA US Core Equity Extended	22.92	22.10
W.E. Donoghue Long-Short Index	21.81	21.32
Westport Absolute Total Return Strategy	20.83	19.10
Epoch Global Absolute Return	20.04	18.51
Kalo Capital Em Gr with Reduced Volatil	19.43	16.50
Acadian Global Long-Short	18.67	12.98
Confluence Investment IDEA - Plus	17.01	15.86
PIMCO Long/Short Strategy	16.28	14.66

Long/Short Equity	5 year gross return	5 year net return
Westport Absolute Total Return Strategy	24.37	22.11
TTM Alpha Strategy	12.76	10.72
Acadian Non-US Small-Cap Long/Short	11.24	9.35
AORDA Portfolio2	10.96	7.30
Alger Dynamic Return	10.58	9.56
SaratogaRIM Global GARP Plus	10.32	9.23
Robinson Market Opportunity	9.82	8.93
Swan Hedged Equity	9.49	8.26
PIMCO Fundamental Advantage Abs Return	9.36	8.39
PIMCO Long/Short Strategy	9.10	6.85

Leveraged Net Long	1 year gross return	1 year net return
ValueWorks Long-Biased Strategy	89.97	67.68
AQR Capital Global RC 40(140/40)	34.66	31.55
Robeco BP 130/30 Large Cap Value	32.34	32.08
Numeric Investors Amplified Core 130/30	30.59	29.32
Martingale 130/30 LargeCap Value	29.91	28.96
AJO Large Cap - Absolute Value 130/30	28.46	27.90
AJO Top Cap Absolute Value 130/30	27.95	27.71
JPMorgan Large Cap Core 130/30	26.60	25.55
Martingale 130/30 LargeCap Core 500	25.82	24.90
Glenmede Large Cap 130/30	24.85	23.93

Leveraged Net Long	5 year gross return	5 year net return
ValueWorks Long-Biased Strategy	17.30	11.75
Robeco BP 130/30 Large Cap Value	11.36	10.59
AQR Capital Small Cap Relaxed Constraint	10.09	8.46
JPMorgan Large Cap Core 130/30	9.42	8.49
AQR Capital US Relaxed Constraint 40	9.39	8.55
MFS Blended Rsrch - US Cor Eq Extension	8.56	7.64
AJO Large Cap - Absolute Value 130/30	8.51	8.06
Hillsdale US 130 30 Composite	8.40	7.56
LA Capital U.S. Large Cap Active Exten	8.11	7.21
Chicago Equity Large Cap 130/30	7.71	7.06

Market Neutral	1 year gross return	1 year net return
ArbitrOption Cptl Event-Driven Investing	114.75	109.89
Analytic USMN Systematic Volatility	10.12	9.00
Swan Defined Risk Strategy	8.78	7.71
Swan Defined Risk Strategy All Accounts	8.69	7.01
Martingale Equity Market Neutral	8.30	7.23
PanAgora Dynamic Global Market Neutral	7.33	6.39
JPMorgan Res Mkt Neutral	5.66	4.61
361 Multi-Strategy ETF Portfolio	4.66	3.87
GAM Absolute Return Bond Strategy	3.96	2.94
Invesco US Market Neutral Cash	3.84	3.07

Market Neutral	5 year gross return	5 year net return
Swan Defined Risk Strategy	7.76	6.72
Swan Defined Risk Strategy All Accounts	7.58	6.34
PSI Managed Volatility	6.30	4.51
GAM Absolute Return Bond Strategy	4.97	3.95
Turner Market Neutral Equity	3.10	0.93
PanAgora Dynamic Global Market Neutral	2.98	1.75
JPMorgan Res Mkt Neutral	2.61	1.60
DCM Structured US Market Neutral	1.81	0.63
American Century U.S. Eq Market Neutral	1.16	-0.48
Invesco US Market Neutral Cash	0.81	-0.14

World Stock	1 year gross return	1 year net return
Horizon Research Select Instl	48.39	46.90
Horizon Research Select - Strategy	47.11	45.09
Harris Assoc. Global Concentrated Comp	42.68	41.65
Horizon Strategic Value Investment Instl	37.63	36.25
Brandes Global Mid Cap Equity	37.10	35.77
OFI Global Global Value	36.84	35.88
Mittleman Global Value	36.55	34.51
Brandes Global Small Cap Eq	35.04	33.82
Copper Rock Global Small Cap	34.65	33.34
Horizon Core Value - Strategy	33.57	32.12

World Stock	5 year gross return	5 year net return
Keystone Wealth Global Equity Rotation	33.20	32.55
Mittleman Global Value	31.57	29.61
ZPR Global Equity	20.67	18.69
Harris Assoc. Global Concentrated Comp	13.99	12.97
OFI Global Global Value	13.79	12.98
Franchise Partners - Global Equity	13.14	12.17
Brandes Global Small Cap Eq	12.28	11.26
WBI Dividend Growth	12.14	10.22
New Path Actively Mgd Allc Strat (AMAS)	11.36	9.72
NorthCoast CAN SLIM International	11.21	9.18

Foreign Large Value	1 year gross return	1 year net return
Lombardia International Equity	37.05	36.30
Oechsle Select International Equity	32.71	31.42
Wellington Global Perspectives	31.76	30.61
Pzena International Value	30.81	29.71
Polaris Capital Mgt Polaris Intl Eq	30.69	29.84
Munder Capital Mgt Int Core Eq	26.97	26.21
Arrowstreet Capital Intl Eq Strat EAFE	26.51	25.77
The Boston EAFE Value Equity	26.23	25.25
AQR Capital International Equity	25.96	25.05
TT Intl Inv Mgt Active Intl Eq	25.24	24.51

Foreign Large Value	5 year gross return	5 year net return
Glovista Global Emging Market Equities	8.64	7.63
Perkins Global Value	8.42	7.72
Sanderson Asset Mgt Intl Val Eq	7.27	6.17
Lombardia International Equity	6.54	5.72
Forward Intl Dividend Institutional	6.54	5.69
Polaris Capital Mgt Polaris Intl Eq	5.45	4.76
LA Capital Europe Equity	4.54	3.88
Aberdeen Global Eq All Cap 3% outperf	4.38	3.37
Pzena International Value	4.34	3.41
Causeway International Opportunities	3.89	3.41

Foreign Large Blend	1 year gross return	1 year net return
Harris Assoc. International	36.00	35.06
HGK International Equity	31.55	30.43
Brown Capital International Equity	26.73	26.05
ClearBridge Intl Value Equity SA	25.98	24.32
Lazard International Strategic Equity	25.52	24.77
Goldman Sachs Concentrated Plus Int'l	24.43	23.34
MFS International Val Eq	24.27	23.32
ClearBridge Value Core ADR SMA	24.16	20.58
Federated EAFE Equity Composite	23.87	22.94
Newton Capital Mgt International Equity	22.56	21.71

Foreign Large Blend	5 year gross return	5 year net return
Harris Assoc. International	10.89	10.07
Burgundy EAFE Composite	7.69	6.84
HGK International Equity	7.21	6.21
Federated EAFE Equity Composite	7.09	6.22
MFS International Val Eq	6.29	5.48
Aristotle International Equity	5.73	6.66
Analytic Investors Global Low Volatility	5.32	5.07
PIMCO Int'l StocksPLUS Absolute Return	5.07	4.40
EM Total Opportunities Composite	5.01	3.98
Lazard International Strategic Equity	4.59	3.95

Foreign Large Growth	1 year gross return	1 year net return
Nuveen Global Growth ORD Compost	24.87	23.89
OFI Global International Growth	23.59	22.72
American Century Non-US Growth EAFE Only	22.75	22.00
Martin Inv Mgt Tortue Capital	22.46	21.30
Davis Global	22.30	21.66
American Century Non-U.S. Growth	22.26	21.06
Pinnacle International Growth Equity	22.08	20.90
Pinnacle International ADR	21.82	20.62
GMO International Growth Strategy	21.09	20.34
Marvin & Palmer Non-US Eq	21.07	20.23

Foreign Large Growth	5 year gross return	5 year net return
WCM Inv Mgt Focused Growth Intl	8.51	7.89
Martin Inv Mgt Tortue Capital	8.15	7.09
Fayez Sarofim & Co. Global Equity	6.79	6.56
Nuveen Global Growth ORD Compost	6.25	5.40
OFI Global International Growth	5.55	4.79
Vontobel Asset Mgt Far East Equity	5.52	3.43
Matterhorn International Equity	5.30	4.43
Nuveen International Gr ADR comp	4.67	3.58
Johnston Asset Mgt Corp. Intl Eq	4.62	3.90
Harding Loevner Intl Eq	4.16	3.49

Foreign Small/Mid Value	1 year gross return	1 year net return
Brandes International Mid-Cap Equity	35.97	34.47
Acadian Frontier Markets Equity	34.57	32.64
Wellington Intl Contrarian Value	32.81	31.71
Lee Munder Capital Group Int'l Sm Cap Eq	32.17	30.93
QMA International Small Cap Equity	31.32	30.23
RBC GAM International Equity SA	30.23	29.00
Brandes International Small Cap Eq	28.81	27.68
GMO International Small Companies Strat	28.49	27.57
Renaissance Intl Small Cap Eq Wrap	27.80	24.09
SSgA Small Cap Intl Alpha Strategy	27.53	26.47

Foreign Small/Mid Value	5 year gross return	5 year net return
Brandes International Small Cap Eq	12.19	11.20
Denver Inv Concentrated Intl Small-Cap	10.68	9.48
Denver Inv International Small-Cap	10.54	9.25
IVA Diversified International	9.30	8.32
Brandes International Mid-Cap Equity	8.79	7.60
Templeton Intl Sm Cap Eq	8.39	7.78
Wellington Intl Contrarian Value	8.12	7.21
ClearBridge International Small Cap	7.77	6.71
Renaissance Intl Small Cap Eq Wrap	6.89	3.73
First Eagle International Value Equity	6.38	5.94

Foreign Small/Mid Growth	1 year gross return	1 year net return
Oberweis Intl Opportunities	52.50	51.12
Navellier International Select	32.23	30.56
Wasatch International Small Cap Growth	29.93	28.56
FPA Small/Mid-Cap Absolute Quaity Global	29.40	28.17
Nuveen International Gr ORD Comp	28.54	27.36
American Century Non-U.S. Small Cap	27.77	26.65
RCM International Small Cap Equity	27.20	26.09
Lord Abbett & Co. Int'l Sm-Cap Core Eq.	26.97	25.14
Copper Rock International Small Cap	26.78	25.55
Arbor Capital International Small Cap	26.56	24.92

Foreign Small/Mid Growth	5 year gross return	5 year net return
Wasatch International Small Cap Growth	11.66	10.38
Highclere Intl Invs Smaller Companies	9.03	7.71
Navellier International Select	8.29	6.94
Oberweis Intl Opportunities	6.81	5.64
MFS International Small Cap Equity	6.74	5.70
T. Rowe Price International Small-Cap Eq	5.73	4.73
Nuveen International Gr ORD Comp	5.63	4.71
Columbia Wanger International Equity	5.20	4.30
American Century Non-U.S. Small Cap	4.88	3.87
Lord Abbett & Co. Int'l Sm-Cap Core Eq.	4.88	3.63

Latin America Stock	1 year gross return	1 year net return
Financial Trust Latin Value Momentum	10.45	9.07
Aberdeen Latin American Equity	1.79	0.64
Morgan Stanley Latin America Equity	0.45	0.11
T. Rowe Price Latin America Equity	-2.54	-3.37
Mirae Brazil Sector Leader Equity	-6.78	-7.72
Appleton Group Americas	0.00	0.00

Latin America Stock	5 year gross return	5 year net return
Financial Trust Latin Value Momentum	1.11	-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 Americas	0.00	0.00
Aberdeen Latin American Equity	0.00	0.00

Europe Stock	1 year gross return	1 year net return
SSgA Europe ex-UK Alpha Strategy	32.63	32.63
Acadian Europe Equity Ex-UK	31.31	30.37
Pictet Small Cap European Core Comp	29.78	28.89
Numeric Investors Europe Core	28.50	27.53
Putnam European Core Equity	28.28	27.26
T. Rowe Price Europe ex-UK Equity	27.81	27.21
Acadian European Equity	27.74	26.80
T. Rowe Price Europe Smaller Comp Equity	26.89	25.93
ICAP Euro Select Equity	26.15	26.01
T. Rowe Price Europe Equity	26.02	25.40

Europe Stock	5 year gross return	5 year net return
Burgundy European Equity Composite	8.08	7.01
CIBC International Equity	5.26	4.48
SSgA Europe ex-UK Alpha Strategy	4.14	4.14
T. Rowe Price Europe Equity	3.83	3.28
Pictet Small Cap European Core Comp	3.69	2.96
Vontobel Asset Mgt European Equity	3.26	1.81
MFS European Research Equity	3.13	2.39
Lazard European Equity Select ADR SMA	2.95	-0.12
Numeric Investors Europe Core	2.45	1.68
GEAM Europe Equity Select	2.35	1.51

Japan Stock	1 year gross return	1 year net return
Baillie Gifford Overseas Japanese Eq	34.98	34.17
T. Rowe Price Japan Equity	26.14	25.39
Daiwa SB Structured Fundamental Japan	25.97	25.23
Burgundy Asian (All Cap) Composite	23.35	22.15
Acadian Japanese Equity	22.27	21.38
Burgundy Focus Asian Composite	21.61	20.71
MFS Japan Equity	21.25	20.45
PGI Japanese Equity	20.25	19.53
Aberdeen Japanese Equities	20.24	19.25
BlackRock Pacific Basin Equity	17.11	16.41

Japan Stock	5 year gross return	5 year net return
Burgundy Asian (All Cap) Composite	10.04	8.66
Burgundy Focus Asian Composite	9.24	8.30
Aberdeen Japanese Equities	5.63	4.52
Baillie Gifford Overseas Japanese Eq	5.32	4.62
Tradewinds Japan Equity	3.91	3.09
Brandes Japan Equity	2.87	2.02
MFS Japan Equity	1.88	1.15
T. Rowe Price Japan Equity	1.35	0.75
BlackRock Pacific Basin Equity	0.99	0.37
Daiwa SB Structured Fundamental Japan	0.97	0.37

Pacific/Asia ex-Japan Stk	1 year gross return	1 year net return
Horizon Asia Institutional	35.16	33.81
Havenport (Asia Ex Japan)- Composite	23.84	22.92
Aberdeen Asia Pac ex-Japan Eq Small Cap	22.94	21.41
Mirae Asia Pacific Consumer Sector Eq	22.21	21.01
Havenport (Asia Pacific Ex Japan) Comp	21.23	20.36
Havenport (Developed Asia) - Composite	21.12	20.25
Brandes Asia Pacific ex-Japan Equity	16.21	14.90
Putnam Asia Pacific ex-Japan	12.93	11.77
Newton Capital Mgt Pacific Bas ex Jap Eq	12.52	11.73
Batterymarch Pacific Equity Portfolio	12.17	11.06

Pacific/Asia ex-Japan Stk	5 year gross return	5 year net return
Aberdeen Asia Pac ex-Japan Eq Small Cap	16.17	14.73
Horizon Asia Institutional	14.66	13.52
Mirae Asia Pacific Consumer Sector Eq	11.75	10.65
Brandes Asia Pacific ex-Japan Equity	11.12	9.88
T. Rowe Price Asia ex-Japan Equity	10.00	9.07
Aberdeen Asia Pacific ex Japan Equity	7.95	6.65
Havenport (Developed Asia) - Composite	5.21	4.77
Investec 4Factor Asia Pacific ex Jap Eq	5.08	4.40
MFS Asia ex Japan Equity	4.83	3.97
PGI Asia ex-Japan Equity	4.76	4.35

Diversified Pacific/Asia	1 year gross return	1 year net return
ZPR All Asian	36.00	34.31
Indus Select Composite	26.26	24.55
Asia Pacific Equity	20.37	19.42
Templeton Asia Pacific Eq	19.16	18.69
Oberweis Asia Opport	18.70	17.45
Daiwa SBI Pac Basin Eq	17.06	16.37
GAM Asia-Pacific Equity	16.24	15.57
Sit Inv Pac Basin	13.39	12.38
Aberdeen Asia Pacific Inc Japan Equity	10.56	9.32
Accuvest Asian Advantage	9.51	9.35

Diversified Pacific/Asia	5 year gross return	5 year net return
ZPR All Asian	28.14	26.01
Templeton Asia Pacific Eq	7.38	6.93
Aberdeen Asia Pacific Inc Japan Equity	6.97	5.68
Sit Inv Pac Basin	2.53	1.61
Oberweis Asia Opport	2.50	1.06
Asia Pacific Equity	2.19	1.37
Natixis / AIA Mgd ETF - China	1.36	0.22
GAM Asia-Pacific Equity	0.94	0.14
Daiwa SBI Pac Basin Eq	0.23	-0.39
Appleton Group Asia	0.00	0.00

Diversified Emerging Mkts	1 year gross return	1 year net return
LGM Frontier Markets Strategy	49.38	45.64
Everest Capital Frontier Markets Equity	43.36	40.35
Morgan Stanley Glx Fd Frtier Emg Mkt Fd	37.19	34.65
Acadian Emerging Markets Small Cap Eq	36.32	34.67
Aberdeen Frontier Markets Equity	34.33	32.32
HSBC Emging Mkts Eq - New Frontiers	32.53	30.92
Driehaus Emerging Mkt Small Cap Gr	30.04	27.96
WB&C Emerging Markets Small Cap Growth	28.21	27.61
QMA Emerging Markets Small Cap Equity	26.43	25.14
SSGA Active Emerging Markets Sm Cp Strat	20.48	19.24

Diversified Emerging Mkts	5 year gross return	5 year net return
Aberdeen Emg Mkts Equity - Small Cap	15.17	13.76
RARE Infrastructure Emerging Markets	13.63	13.06
Wasatch Emerging Markets SmllCap SA	12.41	10.83
Aberdeen Emerging Markets Equity	8.95	7.74
WisdomTree Emerging Mkts Sml Cp Div Inc	8.49	7.81
SSGA Active Emerging Markets Sm Cp Strat	8.36	7.23
Victory Emerging Markets Small Cap Eq	8.33	6.99
Vontobel Asset Mgt Emg Mkts Eq	7.43	6.10
OFI Global Emerging Markets Equity	6.62	5.73
Brandes Emerging Markets Equity	6.62	5.64

Global Real Estate	1 year gross return	1 year net return
PGI Global ex-US Real Estate Securities	22.80	22.07
Goldman Sachs Intl Real Estate Secs	21.94	20.92
Morgan Stanley International Real Estate	21.55	20.88
EII Int'l (ex-US) Real Estate Securities	20.88	19.68
Invesco Global ex-US REITs	19.83	18.89
Urdang Global ex-US REIT	19.78	19.31
Forum Securities Global Ex-US Divers	19.56	18.62
Cohen & Steers Int'l Real Estate Secs	19.26	18.44
JPMorgan Intl Real Estate Securities	18.62	17.68
Brookfield Glbl Rl Estt Secs Alpha Strat	18.51	17.80

Global Real Estate	5 year gross return	5 year net return
Brookfield Global Real Estate Secrt (L)	7.58	6.93
PGI Global Real Estate Securities	6.88	6.13
Heitman Global Focused Strategy	6.83	6.05
EII Global Real Estate Securities	6.73	5.68
Adelante Global Strategy	6.60	5.79
AB Global Real Estate Securities	6.05	5.31
Urdang Global REIT	6.01	5.40
Morgan Stanley Glbl Real Estate	5.88	5.27
Delaware Global Real Estate Securities	5.86	4.85
Heitman Global Diversified Strategy	5.86	5.11

World Bond	1 year gross return	1 year net return
Lazard Glbl Listed Infrastruct USD Hedge	27.21	26.20
Franklin Templeton Euro High Yield	14.37	13.74
Brandywine Global Credit	13.06	11.95
Goldman Sachs Opportunistic Fixed Income	13.00	12.22
PGI Global High Yield	13.00	12.16
Franklin Templeton Global Multi-Sector	12.91	12.44
Muzinich & Co., Glbl High Yld	10.50	9.48
Brandywine Global Absolute Return	10.15	9.20
Newgate Total Return Income	9.67	8.94
Standish Euroland - â‚¬ Hedged	9.54	9.36

World Bond	5 year gross return	5 year net return
Franklin Templeton Global Multi-Sector	13.51	12.37
Franklin Templeton Global Bond Plus	10.56	9.60
Stone Harbor Glbl High Yield Comp 70/30	9.97	9.50
Newgate Total Return Income	9.75	8.89
PIMCO Diversified Income	9.68	8.92
Franklin Templeton International Bd Pls	9.34	8.40
Global High Yield Fixed-Income Composite	9.29	8.53
Standish Euroland - â‚¬ Hedged	8.91	8.71
Franklin Templeton Euro High Yield	8.83	7.49
Western Asset Mgt UK Long Duration	8.53	8.20

High Yield Bond	1 year gross return	1 year net return
TCW Opportunistic MBS	27.49	26.60
DCM High Yield	19.97	19.39
Manulife AM US High Yield Fixed Income	18.49	17.89
AAM Credit Opportunities	16.01	14.81
NCRAM Hi Yld Tol Ret Instl (HYTRIC)	14.89	14.32
PENN Capital Mgt Distressed Total Return	14.39	13.65
Strategic Income Mmgt SiM High Yld Instl	13.95	13.45
Babson High Yield	13.62	12.98
Oaktree European High Yield Bonds	13.37	12.81
Loomis Sayles High Yield Full Discretion	13.17	12.72

High Yield Bond	5 year gross return	5 year net return
TCW Opportunistic MBS	14.94	14.02
Braver Tactical High Yield Bond	14.67	13.55
First Eagle High Yield	14.64	13.83
PageOne SIP	14.32	12.55
Clark Navigator Fixed Income TR	14.17	13.22
WST Asset Manager â€“ U.S. Bond	14.04	12.15
NCRAM Hi Yld Tol Ret Instl (HYTRIC)	13.57	13.01
PENN Capital Mgt Distressed Total Return	12.79	11.06
Aegon High Yield Fixed Income	12.71	12.30
AXA Inv Mgrs High Yld	12.48	11.88

Intermediate Government	1 year gross return	1 year net return
S&P Capital Appreciation Fund Moderate	11.44	11.27
Semper Active Mortgage-Backed Securities	7.65	7.54
Astor Active Income Program	3.15	1.31
Columbia US Government Mortgage	2.38	2.02
Granite Txbl Ltd-Term Relatv Val Strat 1	2.06	1.86
Federated Intermediate Govt Credit MA	1.96	0.47
Federated Govt Credit w MAPS MA	1.81	0.31
Federated Govt Credit no MAPS MA	1.23	-0.28
ClearBridge Taxable Fixed Income SMA	0.99	-0.28
Haverford Quality Intermediate Govt Crdt	0.75	0.24

Intermediate Government	5 year gross return	5 year net return
Semper Active Mortgage-Backed Securities	12.73	12.45
Columbia US Government Mortgage	7.51	7.13
Federated Govt Credit w MAPS MA	7.12	5.74
Seix Core Government/Credit	6.37	5.96
Federated Govt Credit no MAPS MA	6.33	4.94
Sage Core Government/Credit Fixed Income	6.14	5.76
Buckhead Govt/Credit Composite	6.04	5.67
Western Asset Active Bond Gov/Corp-SMA	5.93	4.37
Logan Circle STAMP Intmt Govt/Credit	5.88	5.62
CS McKee Broad Government Fixed	5.84	5.32

Intermediate-Term Bond	1 year gross return	1 year net return
Brookfield CMBS Composite	29.65	29.27
Flaherty & Crumrine Separate Mgd Account	11.80	11.28
Brookfield Enhanced Mortgage-Backed Secs	11.66	11.35
Spectrum Preferred Securities	10.73	10.46
Altrius Unconstrained Fixed Income	9.48	8.28
GW&K Corporate Bond Opportunities Strat	7.56	6.76
Spectrum SMA Tax Advantaged Pref Secs	6.47	4.08
Spectrum Preferred Secs Offshore (NRA)	6.25	3.88
ICON U.S. Income Portfolio	6.20	5.57
Stonebridge Tax-Advantaged QDI Pref Secs	6.18	5.79

Intermediate-Term Bond	5 year gross return	5 year net return
Brookfield CMBS Composite	13.50	13.11
Flaherty & Crumrine Separate Mgd Account	13.23	12.69
Camden Bond Composite	10.87	9.41
Stonebridge Tax-Advantaged QDI Pref Secs	10.29	9.90
Spectrum Preferred Securities	10.15	9.85
PIMCO Investmt Grade Corporate	10.08	9.59
Stonebridge Std Taxable Pref Secs	9.73	9.31
MacKay Shields Core Plus Opportunities	9.69	9.26
Frost Intermediate Taxable Composite	9.36	9.33
Loomis Sayles Core Plus	9.33	9.09

Short Government	1 year gross return	1 year net return
Garcia Fix-Inc Government/Credit	3.33	3.08
FFTW Mortgage Alpha	3.08	2.57
FFTW Mortgage - Unconstrained	2.60	2.34
Victory Inst'l Mortgage Backed Secs	2.24	-0.42
Garcia F/I Short Duration Opportunistic	1.95	1.77
JPMorgan MBS Bond (Columbus)	1.71	1.45
TCW Specialized Cash Management	1.47	1.16
TCW MBS Short-Intermediate	1.23	0.92
Lazard U.S. Dynamic Stam	0.94	0.74
BlackRock Mortgage	0.85	0.59

Short Government	5 year gross return	5 year net return
FFTW Mortgage - Unconstrained	9.02	8.75
Garcia Fix-Inc Government/Credit	7.43	7.12
JPMorgan MBS Bond (Columbus)	7.43	7.04
FFTW Mortgage Alpha	7.01	6.48
BlackRock Mortgage	5.84	5.56
PIMCO Mortgage Constrained	5.41	5.24
Sit Inv Short Dur Strat	5.35	4.91
M.D. Sass Svcs 3-Year FI	4.83	4.48
Capital Group PCS Core Bond Composite	4.58	4.05
Eagle Government Securities Inst	4.55	4.06

Short-Term Bond	1 year gross return	1 year net return
Brookfield Opportunistic MBS	24.61	23.94
Atlantic Enhanced Stock Indexing	21.62	21.31
TCW MetWest Strategic Income	12.41	10.38
First Western High Yield Short Duration	9.79	9.08
OFI Global Senior Loans	9.01	8.49
Beach Point Representative Account	8.50	7.78
WellsCap Intermediate Premier FI	6.46	5.99
Aberdeen US Opportunistic	5.70	5.37
TCW MetWest Low Duration Bonds	4.44	4.15
Lord Abbett & Co. Short Duration Credit	3.75	3.15

Short-Term Bond	5 year gross return	5 year net return
TCW MetWest Opportunistic Core Plus	9.99	9.54
First Western High Yield Short Duration	9.69	8.90
TCW MetWest Strategic Income	9.18	8.03
Atlantic Enhanced Stock Indexing	9.03	8.72
WellsCap Intermediate Premier FI	7.86	7.42
PIMCO Core Plus Total Ret Full Auth	7.47	6.99
OFI Global Senior Loans	7.28	6.77
Western Asset Core Plus SMA	7.18	5.61
Ryan Labs Broad Market Enhanced GC	7.04	6.73
PIMCO Mode Dur Core Plus Full Authority	7.01	6.55

Ultrashort Bond	1 year gross return	1 year net return
Western Asset Mgt US Index Plus	23.85	23.48
TCW MetWest AlphaTrak	23.64	23.64
The Lara U.S Treas Bond Mgt Prog	12.64	12.64
Pyramis Leveraged Loan Composite	9.90	9.35
First Quadrant Tact Curr Alloc L/S USD	4.25	4.04
Pioneer Multi-Asset Ultrashort Income	2.56	1.99
TCW MetWest Ultra Short Bonds	2.29	2.13
Federated Active Cash Moderate FI Comp	2.05	1.74
PIMCO Short Term	1.79	1.37
Federated Active Cash Broad FI Composite	1.29	0.97

Ultrashort Bond	5 year gross return	5 year net return
Pyramis Leveraged Loan Composite	8.60	8.06
Western Asset Mgt US Index Plus	7.06	6.73
TCW MetWest AlphaTrak	6.65	6.44
The Lara U.S Treas Bond Mgt Prog	5.59	5.48
Goldman Sachs US Mortgages	5.16	4.87
Taxable 1-3 Year Fixed Income	2.94	2.73
Dana Limited Volatility	2.91	2.68
Federated Active Cash Broad FI Composite	2.88	2.56
PIMCO Short Term	2.73	2.35
StableRiver US Govt Sec Ultra-Shrt Strat	2.62	2.37

Long Government	1 year gross return	1 year net return
TCW Securitized Opportunities	18.02	16.83
Johnson Institutional Mgmt Lng Crdt	0.53	0.29
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 Government	5 year gross return	5 year net return
TCW Securitized Opportunities	22.47	21.17
CMG SR Treasury Bond Program	17.22	14.33
Hillswick Long Duration Government	10.67	10.35
Ryan Labs Very Long Liability Enhanced	10.17	9.81
NISA 15+ STRIPS	10.11	9.85
NISA Long Dur Govt Only Consolidated	10.07	9.81
JPMorgan Long Duration Invmtt Grade Plus	9.62	9.24
Jennison Active Long Government	9.32	9.11
PIMCO Long Duration Treasury	9.27	8.75
JPMorgan Long Duration Investment Grade	9.00	8.70

Long-Term Bond	1 year gross return	1 year net return
Guggenheim Absolute Return Strategic	12.60	11.48
Cohen & Steers Exchange Traded Prefs	6.98	6.47
AAM Core Plus	6.30	5.72
Loomis Sayles Core Plus Full Discretion	6.20	5.89
Nuveen Preferred Securities	6.01	4.62
Delaware Corp Bond Fix-Inc	5.22	4.73
Logan Circle Corporate Fixed Income	4.14	3.78
Sage Long Duration LDI	3.90	3.60
PGI Global Investment Grade Corporate	3.59	3.38
TCH Credit Fixed Income	3.38	3.24

Long-Term Bond	5 year gross return	5 year net return
Reams Long Duration Fixed Income	15.46	15.23
Delaware - Long Dur Fix-Inc	13.65	13.06
Guggenheim Absolute Return Strategic	12.53	11.42
Logan Circle Long Duration	12.40	12.01
PIMCO Long Term Bond - Long Credit	11.75	11.44
Standish US Long Duration	11.60	11.37
PineBridge US Lng Dur Crdit Bd Composite	11.40	11.09
PIMCO Long Term Bond Full Authority	11.07	10.81
Delaware Corp Bond Fix-Inc	10.92	10.39
Dodge & Cox Long Duration	10.85	10.18

Multisector Bond	1 year gross return	1 year net return
Putnam Multi-Strategy Fixed Income	12.42	11.64
BTS Select Bond Asset Allocation Program	11.88	9.55
Optimus Global Bond/Currency	10.62	10.08
Thornburg Multisector Opportunistic Stra	10.06	9.27
Loomis Sayles Multi-Sector Full Discretn	9.00	8.66
PCM Income Opportunity Fund	8.63	7.85
TTM Trend Aggregation-Income	8.36	6.41
Standish Opportunistic Fixed Income	8.03	7.47
Dunn Warren Conservative w/ mutual funds	7.67	7.57
First Trust FTA Taxable Closed-End Fund	7.34	5.69

Multisector Bond	5 year gross return	5 year net return
BTS Select Bond Asset Allocation Program	15.86	13.27
Clark Navigator FI Total Return (SAI)	14.17	13.25
TTM Trend Aggregation-Income	12.54	10.50
Camden Bond	10.87	9.42
Loomis Sayles Multi-Sector Full Discretn	10.10	9.75
Thornburg Multisector Opportunistic Stra	10.08	9.01
Caywood-Scholl Hybrid Fixed Income	10.00	9.76
Medium Quality Core Fixed Income	9.55	9.12
Manulife AM US Strategic Fixed Income	9.46	8.97
GW Capital Medium-grade Bond	9.16	8.67

Convertibles	1 year gross return	1 year net return
ClearBridge U.S. Convertibles	24.91	24.18
Gabelli Asset Mgt Convert	20.67	19.68
Allianz Convertibles	19.58	19.15
Zazove High Yield Convertible Strategy	19.48	19.48
Oaktree U.S. Convertibles	19.27	18.69
Advent Balanced Convertible Strategy	18.73	18.18
Nicholas Inv - Convertibles	17.96	17.07
Lord Abbett & Co. Convertibles	17.95	17.11
PENN Capital Mgt Convertible Securities	17.39	16.81
Putnam HY Convertible Managed Acct	17.37	17.37

Convertibles	5 year gross return	5 year net return
Oaktree High Income Convertibles	12.04	11.48
Cohen & Steers Preferred Securities	11.43	10.83
ClearBridge U.S. Convertibles	11.03	10.37
Wellesley Invstm Convertibles SA	10.54	9.73
PENN Capital Mgt Convertible Securities	10.35	9.03
Nicholas Inv - Convertibles	9.80	8.99
Shenkman Capital Mgt Convertible Comp	9.66	8.85
Zazove Institutional Blend Convertibles	9.58	8.57
Allianz Convertibles	9.29	8.84
Invesco Convertible Securities	9.09	8.32

High Yield Bond	1 year gross return	1 year net return
TCW Opportunistic MBS	27.49	26.60
DCM High Yield	19.97	19.39
Manulife AM US High Yield Fixed Income	18.49	17.89
AAM Credit Opportunities	16.01	14.81
NCRAM Hi Yld Tol Ret Instl (HYTRIC)	14.89	14.32
PENN Capital Mgt Distressed Total Return	14.39	13.65
Strategic Income Mmgt SiM High Yld Instl	13.95	13.45
Babson High Yield	13.62	12.98
Oaktree European High Yield Bonds	13.37	12.81
Loomis Sayles High Yield Full Discretion	13.17	12.72

High Yield Bond	5 year gross return	5 year net return
TCW Opportunistic MBS	14.94	14.02
Braver Tactical High Yield Bond	14.67	13.55
First Eagle High Yield	14.64	13.83
PageOne SIP	14.32	12.55
Clark Navigator Fixed Income TR	14.17	13.22
WST Asset Manager â€“ U.S. Bond	14.04	12.15
NCRAM Hi Yld Tol Ret Instl (HYTRIC)	13.57	13.01
PENN Capital Mgt Distressed Total Return	12.79	11.06
Aegon High Yield Fixed Income	12.71	12.30
AXA Inv Mgrs High Yld	12.48	11.88

Intermediate Government	1 year gross return	1 year net return
S&P Capital Appreciation Fund Moderate	11.44	11.27
Semper Active Mortgage-Backed Securities	7.65	7.54
Astor Active Income Program	3.15	1.31
Columbia US Government Mortgage	2.38	2.02
Granite Txbl Ltd-Term Relatv Val Strat 1	2.06	1.86
Federated Intermediate Govt Credit MA	1.96	0.47
Federated Govt Credit w MAPS MA	1.81	0.31
Federated Govt Credit no MAPS MA	1.23	-0.28
ClearBridge Taxable Fixed Income SMA	0.99	-0.28
Haverford Quality Intermediate Govt Crdt	0.75	0.24

Intermediate Government	5 year gross return	5 year net return
Semper Active Mortgage-Backed Securities	12.73	12.45
Columbia US Government Mortgage	7.51	7.13
Federated Govt Credit w MAPS MA	7.12	5.74
Seix Core Government/Credit	6.37	5.96
Federated Govt Credit no MAPS MA	6.33	4.94
Sage Core Government/Credit Fixed Income	6.14	5.76
Buckhead Govt/Credit Composite	6.04	5.67
Western Asset Active Bond Gov/Corp-SMA	5.93	4.37
Logan Circle STAMP Intmt Govt/Credit	5.88	5.62
CS McKee Broad Government Fixed	5.84	5.32

Intermediate-Term Bond	1 year gross return	1 year net return
Brookfield CMBS Composite	29.65	29.27
Flaherty & Crumrine Separate Mgd Account	11.80	11.28
Brookfield Enhanced Mortgage-Backed Secs	11.66	11.35
Spectrum Preferred Securities	10.73	10.46
Altrius Unconstrained Fixed Income	9.48	8.28
GW&K Corporate Bond Opportunities Strat	7.56	6.76
Spectrum SMA Tax Advantaged Pref Secs	6.47	4.08
Spectrum Preferred Secs Offshore (NRA)	6.25	3.88
ICON U.S. Income Portfolio	6.20	5.57
Stonebridge Tax-Advantaged QDI Pref Secs	6.18	5.79

Intermediate-Term Bond	5 year gross return	5 year net return
Brookfield CMBS Composite	13.50	13.11
Flaherty & Crumrine Separate Mgd Account	13.23	12.69
Camden Bond Composite	10.87	9.41
Stonebridge Tax-Advantaged QDI Pref Secs	10.29	9.90
Spectrum Preferred Securities	10.15	9.85
PIMCO Investmt Grade Corporate	10.08	9.59
Stonebridge Std Taxable Pref Secs	9.73	9.31
MacKay Shields Core Plus Opportunities	9.69	9.26
Frost Intermediate Taxable Composite	9.36	9.33
Loomis Sayles Core Plus	9.33	9.09

Short Government	1 year gross return	1 year net return
Garcia Fix-Inc Government/Credit	3.33	3.08
FFTW Mortgage Alpha	3.08	2.57
FFTW Mortgage - Unconstrained	2.60	2.34
Victory Inst'l Mortgage Backed Secs	2.24	-0.42
Garcia F/I Short Duration Opportunistic	1.95	1.77
JPMorgan MBS Bond (Columbus)	1.71	1.45
TCW Specialized Cash Management	1.47	1.16
TCW MBS Short-Intermediate	1.23	0.92
Lazard U.S. Dynamic Stam	0.94	0.74
BlackRock Mortgage	0.85	0.59

Short Government	5 year gross return	5 year net return
FFTW Mortgage - Unconstrained	9.02	8.75
Garcia Fix-Inc Government/Credit	7.43	7.12
JPMorgan MBS Bond (Columbus)	7.43	7.04
FFTW Mortgage Alpha	7.01	6.48
BlackRock Mortgage	5.84	5.56
PIMCO Mortgage Constrained	5.41	5.24
Sit Inv Short Dur Strat	5.35	4.91
M.D. Sass Svcs 3-Year FI	4.83	4.48
Capital Group PCS Core Bond Composite	4.58	4.05
Eagle Government Securities Inst	4.55	4.06

Short-Term Bond	1 year gross return	1 year net return
Brookfield Opportunistic MBS	24.61	23.94
Atlantic Enhanced Stock Indexing	21.62	21.31
TCW MetWest Strategic Income	12.41	10.38
First Western High Yield Short Duration	9.79	9.08
OFI Global Senior Loans	9.01	8.49
Beach Point Representative Account	8.50	7.78
WellsCap Intermediate Premier FI	6.46	5.99
Aberdeen US Opportunistic	5.70	5.37
TCW MetWest Low Duration Bonds	4.44	4.15
Lord Abbett & Co. Short Duration Credit	3.75	3.15

Short-Term Bond	5 year gross return	5 year net return
TCW MetWest Opportunistic Core Plus	9.99	9.54
First Western High Yield Short Duration	9.69	8.90
TCW MetWest Strategic Income	9.18	8.03
Atlantic Enhanced Stock Indexing	9.03	8.72
WellsCap Intermediate Premier FI	7.86	7.42
PIMCO Core Plus Total Ret Full Auth	7.47	6.99
OFI Global Senior Loans	7.28	6.77
Western Asset Core Plus SMA	7.18	5.61
Ryan Labs Broad Market Enhanced GC	7.04	6.73
PIMCO Mode Dur Core Plus Full Authority	7.01	6.55

Ultrashort Bond	1 year gross return	1 year net return
Western Asset Mgt US Index Plus	23.85	23.48
TCW MetWest AlphaTrak	23.64	23.64
The Lara U.S Treas Bond Mgt Prog	12.64	12.64
Pyramis Leveraged Loan Composite	9.90	9.35
First Quadrant Tact Curr Alloc L/S USD	4.25	4.04
Pioneer Multi-Asset Ultrashort Income	2.56	1.99
TCW MetWest Ultra Short Bonds	2.29	2.13
Federated Active Cash Moderate FI Comp	2.05	1.74
PIMCO Short Term	1.79	1.37
Federated Active Cash Broad FI Composite	1.29	0.97

Ultrashort Bond	5 year gross return	5 year net return
Pyramis Leveraged Loan Composite	8.60	8.06
Western Asset Mgt US Index Plus	7.06	6.73
TCW MetWest AlphaTrak	6.65	6.44
The Lara U.S Treas Bond Mgt Prog	5.59	5.48
Goldman Sachs US Mortgages	5.16	4.87
Taxable 1-3 Year Fixed Income	2.94	2.73
Dana Limited Volatility	2.91	2.68
Federated Active Cash Broad FI Composite	2.88	2.56
PIMCO Short Term	2.73	2.35
StableRiver US Govt Sec Ultra-Shrt Strat	2.62	2.37

Long Government	1 year gross return	1 year net return
TCW Securitized Opportunities	18.02	16.83
Johnson Institutional Mgmt Lng Crdt	0.53	0.29
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 Government	5 year gross return	5 year net return
TCW Securitized Opportunities	22.47	21.17
CMG SR Treasury Bond Program	17.22	14.33
Hillswick Long Duration Government	10.67	10.35
Ryan Labs Very Long Liability Enhanced	10.17	9.81
NISA 15+ STRIPS	10.11	9.85
NISA Long Dur Govt Only Consolidated	10.07	9.81
JPMorgan Long Duration Invmtt Grade Plus	9.62	9.24
Jennison Active Long Government	9.32	9.11
PIMCO Long Duration Treasury	9.27	8.75
JPMorgan Long Duration Investment Grade	9.00	8.70

Long-Term Bond	1 year gross return	1 year net return
Guggenheim Absolute Return Strategic	12.60	11.48
Cohen & Steers Exchange Traded Prefs	6.98	6.47
AAM Core Plus	6.30	5.72
Loomis Sayles Core Plus Full Discretion	6.20	5.89
Nuveen Preferred Securities	6.01	4.62
Delaware Corp Bond Fix-Inc	5.22	4.73
Logan Circle Corporate Fixed Income	4.14	3.78
Sage Long Duration LDI	3.90	3.60
PGI Global Investment Grade Corporate	3.59	3.38
TCH Credit Fixed Income	3.38	3.24

Long-Term Bond	5 year gross return	5 year net return
Reams Long Duration Fixed Income	15.46	15.23
Delaware - Long Dur Fix-Inc	13.65	13.06
Guggenheim Absolute Return Strategic	12.53	11.42
Logan Circle Long Duration	12.40	12.01
PIMCO Long Term Bond - Long Credit	11.75	11.44
Standish US Long Duration	11.60	11.37
PineBridge US Lng Dur Crdit Bd Composite	11.40	11.09
PIMCO Long Term Bond Full Authority	11.07	10.81
Delaware Corp Bond Fix-Inc	10.92	10.39
Dodge & Cox Long Duration	10.85	10.18

Multisector Bond	1 year gross return	1 year net return
Putnam Multi-Strategy Fixed Income	12.42	11.64
BTS Select Bond Asset Allocation Program	11.88	9.55
Optimus Global Bond/Currency	10.62	10.08
Thornburg Multisector Opportunistic Stra	10.06	9.27
Loomis Sayles Multi-Sector Full Discretn	9.00	8.66
PCM Income Opportunity Fund	8.63	7.85
TTM Trend Aggregation-Income	8.36	6.41
Standish Opportunistic Fixed Income	8.03	7.47
Dunn Warren Conservative w/ mutual funds	7.67	7.57
First Trust FTA Taxable Closed-End Fund	7.34	5.69

Multisector Bond	5 year gross return	5 year net return
BTS Select Bond Asset Allocation Program	15.86	13.27
Clark Navigator FI Total Return (SAI)	14.17	13.25
TTM Trend Aggregation-Income	12.54	10.50
Camden Bond	10.87	9.42
Loomis Sayles Multi-Sector Full Discretn	10.10	9.75
Thornburg Multisector Opportunistic Stra	10.08	9.01
Caywood-Scholl Hybrid Fixed Income	10.00	9.76
Medium Quality Core Fixed Income	9.55	9.12
Manulife AM US Strategic Fixed Income	9.46	8.97
GW Capital Medium-grade Bond	9.16	8.67

Inflation-Protected Bond	1 year gross return	1 year net return
Granite Blncd Tactical Asset Allo Strat	4.13	3.88
Laffer Investments US Inflation Strategy	0.89	-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 Bond	5 year gross return	5 year net return
PIMCO Real Ret Asset Long Duration	7.48	6.92
PIMCO Real Return for Managed Accounts	5.73	4.13
PIMCO Real Return Full Authority	5.63	5.09
Franklin Templeton US TIPS	5.28	5.15
FFTW Inflation Linked Bonds U.S.	5.09	4.89
FFTW Global Inflation Linked Bonds	5.08	4.86
Hartford Inv Mgt TIPS â€“ Asset Class	5.05	4.84
BlackRock TIPS PLUS	4.80	4.51
BlackRock TIPS (Treasury Infl-Protected)	4.70	4.52
Western Asset Mgt US TIPS Full Discr	4.62	4.29

Stable Value	1 year gross return	1 year net return
IBEW NECA Stable Value Trust Premier Cl	2.88	0.00
Fiduciary Capital Mgt FCM/GIC Stable Val	2.69	2.43
Standish Stable Value	2.59	2.47
Galliard Stable Value Composite	2.48	2.07
BMO Employee Benefit Stable Principal Fd	2.34	1.93
Invesco Stable Value	2.16	1.94
Columbia Stable Value â€“ Government Strat	1.91	1.71
Columbia Stable Value â€“ Inv Grade Strat	1.83	1.62
BiscayneAmericas Capital Preservation	1.19	1.19
PIMCO Mod Dur Core Stable Value	-0.33	-0.52

Stable Value	5 year gross return	5 year net return
PIMCO Mod Dur Core Stable Value	5.29	5.07
Fiduciary Capital Mgt FCM/GIC Stable Val	3.67	3.42
IBEW NECA Stable Value Trust Premier Cl	3.57	0.00
Galliard Stable Value Composite	3.38	2.97
Standish Stable Value	3.34	3.25
Invesco Stable Value	3.26	3.05
Columbia Stable Value â€“ Government Strat	3.06	2.86
BMO Employee Benefit Stable Principal Fd	2.84	2.43
Columbia Stable Value â€“ Inv Grade Strat	2.68	2.46
Riversource Trust Stable Capital Fund J	0.00	0.00

Emerging Markets Bond	1 year gross return	1 year net return
GMO Emerging Country Debt Strategy	10.31	9.51
Ashmore Emerg Mkts Corp Dbt (Broad) Comp	10.14	8.89
DCM Emerging Markets Debt	9.22	8.57
Franklin Templeton Emg Mkt Debt Opp	9.07	8.31
Logan Circle Emerging Markets Debt	8.02	7.43
TCW Emerging Markets Fixed Income	7.82	7.28
Invesco Emerging Market Corporate Bond	7.65	6.96
Schroders Emrg Mkts Debt Absolute Return	6.93	5.76
FFTW EMD Corporate Debt	6.44	5.83
Pyramis Emerging Market Debt Composite	6.16	5.47

Emerging Markets Bond	5 year gross return	5 year net return
Logan Circle Emerging Markets Debt	13.54	12.90
TCW Emerging Markets Fixed Income	13.52	12.84
Ashmore Emerg Mkts Corp Dbt (Broad) Comp	12.64	11.37
DCM Emerging Markets Debt	12.33	11.67
Columbia Emerging Markets Fixed Income	11.45	10.54
GMO Emerging Country Debt Strategy	11.21	10.37
Wellington Emerging Markets Debt	11.15	10.49
Aegon Emerging Markets - Glb Diversified	10.99	10.58
Pyramis Emerging Market Debt Composite	10.81	10.10
Stone Harbor EMD Total Return	10.47	9.83

World Allocation	1 year gross return	1 year net return
Baillie Gifford Overseas Global Alpha	23.68	22.89
GEAM Global Select Equity	21.38	20.54
Loring Ward Global Equity DFA	21.31	21.00
Loring Ward Global Equity DFA TM	20.34	20.01
Loring Ward Global Equity SA	19.66	19.66
QA Global Style w/ Equity Flex	19.49	17.85
Schroders Global Climate Change	19.41	17.66
Loring Ward Global Equity DFA SRI	18.78	18.47
OBS Financial EFS 80/20	18.54	18.19
Niemann Dynamic Sector	18.07	16.09

World Allocation	5 year gross return	5 year net return
Keystone Wealth Alpha Rotation	21.25	19.86
TTM Trend Aggregation-Opportunity	13.24	12.12
TTM Momentum-Opportunity	12.49	10.29
TTM Trend Aggregation-Growth	12.33	10.30
TTM Trend Aggregation-Low Volatility	12.23	11.49
TTM Trend Aggregation-Core	10.52	8.52
Innealta Country Rotation Model	9.49	7.28
Longview Capital Global Allocation	9.48	8.71
Deschutes Matisse Discounted CE Fd Stgy	9.36	8.29
IVA Diversified Global	9.01	8.02

Conservative Allocation	1 year gross return	1 year net return
FPA Contrarian Value	19.08	17.76
AAM Tactical Income	18.41	17.76
Parametric Core MSA--55% Equity	16.46	15.91
Farr Miller & Wash FMW Gr & Inc	15.90	15.21
Tillar-Wenstrup Core Balanced	15.81	13.25
Regalfolios Mutual Fund Cnsrv Strgy	14.78	13.87
Sowell Platnium Plus Balanced	14.75	13.62
UBS: U.S. Balanced Portfolio	14.70	13.97
TCIA ETF Level 2	14.22	12.61
SFS Proactive Strategic Growth	14.17	13.49

Conservative Allocation	5 year gross return	5 year net return
Good Harbor U.S. Tactical Core	21.32	19.92
Clark Navigator MultiStrategy 25-75(SAI)	13.35	11.54
TTM Momentum- Absolute Return	11.73	9.70
PageOne SIP Plus	11.52	9.61
TTM Momentum Income	10.87	9.78
TTM Momentum- Low Volatility	10.60	9.56
AAM Tactical Income	10.29	9.50
MCA Conservative Portfolios	10.13	9.31
Donaldson Endowment - Cornerstone	9.15	8.21
PSI Tactical Diversified Equity	8.96	7.13

Moderate Allocation	1 year gross return	1 year net return
Brandywine Domestic Balanced	21.66	20.47
Roumell Total Return	21.37	19.91
PCM Tactical Growth	20.28	19.41
PCM Tactical Growth and Income	20.04	19.21
Johnson Institutional Mgt Enhanced Index	19.84	19.54
Ken Roberts Diversified Income Strategy	19.80	19.32
Astor S.T.A.R. Program	19.80	17.89
Flippin, Bruce & Porter, Lg-Cap Val Bal	19.53	18.83
Niemann Risk Managed	19.37	17.10
Beacon Vantage 2.0 Aggressive Portfolio	19.03	16.93

Moderate Allocation	5 year gross return	5 year net return
CMG Opportunistic All Asset ETF Strategy	18.51	17.17
PCM Tactical Growth	17.37	16.54
PCM Tactical Growth and Income	17.20	16.37
TTM Momentum-Core	13.36	11.31
TTM Trend Aggregation-Absolute Return	11.85	9.83
Clark Navigator Glbl Bal ETF 20-80 Hdgd	11.70	11.41
Clark Navigator MultiStrategy 50-50(SAI)	11.53	9.85
MCA Balanced Portfolios	10.86	10.04
SaratogaRIM Strategic Income	10.31	9.85
Punch Income Composite	10.11	9.10

Target Date 2000-2010	1 year gross return	1 year net return
JPMorgan SmartRetirement 2010 C Cl	8.99	8.55
JPMorgan SmartRetirement Inc C Cl	8.48	8.05
JPMCB SmartRetiremt Passive Blend 2010	7.32	7.06
JPMCB SmrtRetirmt Pasv Blnd 2010-C	0.00	6.96
SSgA Target Retirement 2010 NL Ser A	0.00	5.38
SSgA Target Retirement 2010 SL Fd Cl II	0.00	5.26
SSgA Target Retirement 2010 NL Ser C	0.00	5.21
SSgA Target Retirement 2010 NL Ser D	0.00	4.97
SSgA Target Retirement 2010 SL Fd Cl III	0.00	4.95
SSgA Target Retirement 2010 SL Ser VI	0.00	4.94

Target Date 2000-2010	5 year gross return	5 year net return
JPMorgan SmartRetirement Inc C Cl	6.14	5.71
JPMorgan SmartRetirement 2010 C Cl	5.88	5.46
JPMCB SmartRetiremt Passive Blend 2010	4.95	4.46
JPMCB SmrtRetirmt Pasv Blnd 2010-C	0.00	0.00
SSgA Target Retirement 2010 NL Ser A	0.00	6.15
SSgA Target Retirement 2010 SL Fd Cl II	0.00	6.05
SSgA Target Retirement 2010 NL Ser C	0.00	6.12
SSgA Target Retirement 2010 NL Ser D	0.00	5.75
SSgA Target Retirement 2010 SL Fd Cl III	0.00	5.78
SSgA Target Retirement 2010 SL Ser VI	0.00	5.77

Target Date 2011-2015	1 year gross return	1 year net return
SSgA Target Retirement 2015 SL Fd Cl II	11.18	7.32
JPMorgan SmartRetirement 2015 C Cl	10.64	10.07
Meeder Age-based 60-62	10.10	10.10
JPMCB SmartRetiremt Passive Blend 2015	8.69	8.42
JPMCB SmrtRetirmt Pasv Blnd 2015-C	0.00	8.95
SEI Target Date 2015 Fund CT-1	0.00	7.71
JPMCB SmartRetiremt 2015 Fund C35	0.00	0.00
SSgA Dow Jones Target 2015 IndexSM NL C	0.00	0.00
JPMCB SmartRetirement 2015 Fund-C10	0.00	9.89
JPMCB SmartRetirement 2015 Fund-C20	0.00	9.80

Target Date 2011-2015	5 year gross return	5 year net return
JPMorgan SmartRetirement 2015 C Cl	6.39	5.82
JPMCB SmartRetiremt Passive Blend 2015	5.39	4.92
Meeder Age-based 60-62	4.36	4.36
JPMCB SmrtRetirmt Pasv Blnd 2015-C	0.00	0.00
SEI Target Date 2015 Fund CT-1	0.00	0.00
JPMCB SmartRetiremt 2015 Fund C35	0.00	0.00
SSgA Dow Jones Target 2015 IndexSM NL C	0.00	0.00
JPMCB SmartRetirement 2015 Fund-C10	0.00	0.00
JPMCB SmartRetirement 2015 Fund-C20	0.00	0.00
SSgA Target Retirement 2015 NL Ser A	0.00	6.58

Target Date 2016-2020	1 year gross return	1 year net return
JPMorgan SmartRetirement 2020 C Cl	12.80	12.15
JPMCB SmartRetiremt Passive Blend 2020	11.29	11.01
Meeder Age-based 55-59	11.25	11.25
JPMCB SmrtRetirmt Pasv Blnd 2020-C	0.00	11.12
JPMCB SmartRetiremt 2020 Fund C35	0.00	0.00
JPMCB SmartRetirement 2020 Fund-C10	0.00	12.06
JPMCB SmartRetirement 2020 Fund-C20	0.00	11.94
SSgA Target Retirement 2020 NL Ser A	0.00	10.06
SSgA Target Retirement 2020 SL Fd Cl II	0.00	9.97
SSgA Target Retirement 2020 NL Ser C	0.00	9.91

Target Date 2016-2020	5 year gross return	5 year net return
JPMorgan SmartRetirement 2020 C Cl	6.57	5.94
JPMCB SmartRetiremt Passive Blend 2020	5.45	4.97
Meeder Age-based 55-59	4.16	4.16
JPMCB SmrtRetirmt Pasv Blnd 2020-C	0.00	0.00
JPMCB SmartRetiremt 2020 Fund C35	0.00	0.00
JPMCB SmartRetirement 2020 Fund-C10	0.00	5.82
JPMCB SmartRetirement 2020 Fund-C20	0.00	0.00
SSgA Target Retirement 2020 NL Ser A	0.00	6.73
SSgA Target Retirement 2020 SL Fd Cl II	0.00	6.65
SSgA Target Retirement 2020 NL Ser C	0.00	6.71

Target Date 2021-2025	1 year gross return	1 year net return
JPMorgan SmartRetirement 2025 C Cl	14.78	14.06
JPMCB SmartRetiremt Passive Blend 2025	13.09	12.81
Meeder Age-based 50-54	12.48	12.48
Meeder Age-based 63-64	7.72	7.72
Meeder Age-based 65 and Over	6.63	6.63
JPMCB SmrtRetirmt Pasv Blnd 2025-C	0.00	12.85
JPMCB SmartRetiremt 2025 Fund C35	0.00	0.00
SSgA Dow Jones Target 2025 IndexSM NL C	0.00	0.00
JPMCB SmartRetirement 2025 Fund-C20	0.00	13.91
SSgA Target Retirement 2025 NL Ser A	0.00	11.51

Target Date 2021-2025	5 year gross return	5 year net return
JPMorgan SmartRetirement 2025 C Cl	6.89	6.20
JPMCB SmartRetiremt Passive Blend 2025	5.46	4.98
Meeder Age-based 50-54	3.98	3.98
JPMCB SmrtRetirmt Pasv Blnd 2025-C	0.00	0.00
JPMCB SmartRetiremt 2025 Fund C35	0.00	0.00
SSgA Dow Jones Target 2025 IndexSM NL C	0.00	0.00
JPMCB SmartRetirement 2025 Fund-C20	0.00	0.00
SSgA Target Retirement 2025 NL Ser A	0.00	6.67
SSgA Target Retirement 2025 SL Fd Cl II	0.00	6.57
SSgA Target Retirement 2025 NL Ser C	0.00	6.59

Target Date 2026-2030	1 year gross return	1 year net return
JPMorgan SmartRetirement 2030 C Cl	16.61	15.82
JPMCB SmartRetiremt Passive Blend 2030	14.45	14.17
Meeder Age-based 45-49	13.88	13.88
JPMCB SmrtRetirmt Pasv Blnd 2030-C	0.00	14.21
JPMCB SmartRetiremt 2030 Fund C35	0.00	0.00
JPMCB SmartRetirement 2030 Fund-C10	0.00	15.73
JPMCB SmartRetirement 2030 Fund-C20	0.00	15.61
SSgA Target Retirement 2030 NL Ser A	0.00	12.89
SSgA Target Retirement 2030 SL Fd Cl II	0.00	12.78
SSgA Target Retirement 2030 NL Ser C	0.00	12.72

Target Date 2026-2030	5 year gross return	5 year net return
JPMorgan SmartRetirement 2030 C Cl	6.35	5.61
JPMCB SmartRetiremt Passive Blend 2030	5.27	4.79
Meeder Age-based 45-49	3.85	3.85
JPMCB SmrtRetirmt Pasv Blnd 2030-C	0.00	0.00
JPMCB SmartRetiremt 2030 Fund C35	0.00	0.00
JPMCB SmartRetirement 2030 Fund-C10	0.00	5.50
JPMCB SmartRetirement 2030 Fund-C20	0.00	0.00
SSgA Target Retirement 2030 NL Ser A	0.00	6.42
SSgA Target Retirement 2030 SL Fd Cl II	0.00	6.34
SSgA Target Retirement 2030 NL Ser C	0.00	6.36

Target Date 2031-2035	1 year gross return	1 year net return
JPMorgan SmartRetirement 2035 C Cl	17.84	16.98
JPMCB SmartRetiremt Passive Blend 2035	15.67	15.38
Meeder Age-based 44 and under	14.54	14.54
JPMCB SmrtRetirmt Pasv Blnd 2035-C	0.00	15.41
JPMCB SmartRetiremt 2035 Fund C35	0.00	0.00
SSgA Dow Jones Target 2035 IndexSM NL C	0.00	0.00
JPMCB SmartRetirement 2035 Fund-C20	0.00	16.80
SSgA Target Retirement 2035 NL Ser A	0.00	14.02
SSgA Target Retirement 2035 SL Fd Cl II	0.00	13.91
SSgA Target Retirement 2035 NL Ser C	0.00	13.89

Target Date 2031-2035	5 year gross return	5 year net return
JPMorgan SmartRetirement 2035 C Cl	6.55	5.76
JPMCB SmartRetiremt Passive Blend 2035	5.29	4.82
Meeder Age-based 44 and under	3.75	3.75
JPMCB SmrtRetirmt Pasv Blnd 2035-C	0.00	0.00
JPMCB SmartRetiremt 2035 Fund C35	0.00	0.00
SSgA Dow Jones Target 2035 IndexSM NL C	0.00	0.00
JPMCB SmartRetirement 2035 Fund-C20	0.00	0.00
SSgA Target Retirement 2035 NL Ser A	0.00	6.02
SSgA Target Retirement 2035 SL Fd Cl II	0.00	5.92
SSgA Target Retirement 2035 NL Ser C	0.00	5.88

Target Date 2036-2040	1 year gross return	1 year net return
JPMorganSmartRetirement 2040 C Cl	18.46	17.59
JPMCB SmartRetiremt Passive Blend 2040	16.05	15.76
JPMCB SmrtRetirmt Pasv Blnd 2040-C	0.00	15.80
JPMCB SmartRetiremt 2040 Fund C35	0.00	0.00
JPMCB SmartRetirement 2040 Fund-C10	0.00	17.45
JPMCB SmartRetirement 2040 Fund-C20	0.00	17.38
SSgA Target Retirement 2040 NL Ser A	0.00	15.10
SSgA Target Retirement 2040 SL Fd Cl II	0.00	15.02
SSgA Target Retirement 2040 NL Ser C	0.00	14.96
SSgA Target Retirement 2040 SL Fd Cl III	0.00	14.74

Target Date 2036-2040	5 year gross return	5 year net return
JPMorganSmartRetirement 2040 C Cl	6.50	5.67
JPMCB SmartRetiremt Passive Blend 2040	5.32	4.83
JPMCB SmrtRetirmt Pasv Blnd 2040-C	0.00	0.00
JPMCB SmartRetiremt 2040 Fund C35	0.00	0.00
JPMCB SmartRetirement 2040 Fund-C10	0.00	5.59
JPMCB SmartRetirement 2040 Fund-C20	0.00	0.00
SSgA Target Retirement 2040 NL Ser A	0.00	5.95
SSgA Target Retirement 2040 SL Fd Cl II	0.00	5.88
SSgA Target Retirement 2040 NL Ser C	0.00	5.87
SSgA Target Retirement 2040 SL Fd Cl III	0.00	5.63

Target Date 2041-2045	1 year gross return	1 year net return
JPMorgan SmartRetirement 2045 C Cl	18.31	17.44
JPMCB SmartRetiremt Passive Blend 2045	16.20	15.91
JPMCB SmrtRetirmt Pasv Blnd 2045-C	0.00	15.79
JPMCB SmartRetiremt 2045 Fund C35	0.00	0.00
SSgA Dow Jones Target 2045 IndexSM NL C	0.00	0.00
JPMCB SmartRetirement 2045 Fund-C20	0.00	17.29
SSgA Target Retirement 2045 NL Ser A	0.00	15.10
SSgA Target Retirement 2045 SL Fd Cl II	0.00	15.04
SSgA Target Retirement 2045 NL Ser C	0.00	14.97
SSgA Target Retirement 2045 SL Fd Cl III	0.00	14.71

Target Date 2041-2045	5 year gross return	5 year net return
JPMorgan SmartRetirement 2045 C Cl	6.60	5.80
JPMCB SmartRetiremt Passive Blend 2045	5.35	4.87
JPMCB SmrtRetirmt Pasv Blnd 2045-C	0.00	0.00
JPMCB SmartRetiremt 2045 Fund C35	0.00	0.00
SSgA Dow Jones Target 2045 IndexSM NL C	0.00	0.00
JPMCB SmartRetirement 2045 Fund-C20	0.00	0.00
SSgA Target Retirement 2045 NL Ser A	0.00	6.03
SSgA Target Retirement 2045 SL Fd Cl II	0.00	5.97
SSgA Target Retirement 2045 NL Ser C	0.00	5.89
SSgA Target Retirement 2045 SL Fd Cl III	0.00	5.66

Retirement Income	1 year gross return	1 year net return
Argent Sector Dividend Preferred	10.89	9.82
JPMCB SmartRetiremt Passive Blend Income	7.86	7.59
Windham Multi-Asset Income Portfolio	6.21	5.84
TAG Tactical Income	5.35	4.62
Ladenburg LAMP MF Income	4.57	3.10
Ladenburg Thalmann LAMP NTF Income	4.57	3.10
Palladiem Sustainable Income Strategy	4.56	3.97
Ladenburg LAMP Specialty Enhanced Income	4.13	2.81
Ladenburg LAMP ETF Income	3.96	2.56
UBS PWS Diversified Income	3.43	3.12

Retirement Income	5 year gross return	5 year net return
Ladenburg LAMP Specialty Enhanced Income	7.56	6.58
Ladenburg LAMP Specialty Conserv Income	6.01	5.50
JPMCB SmartRetiremt Passive Blend Income	5.40	4.94
Ladenburg LAMP ETF Income	4.40	2.86
Ladenburg Thalmann LAMP NTF Income	3.78	2.18
Ladenburg LAMP MF Income	3.72	2.11
Ladenburg LAMP Tax-Sensitive Income	2.76	1.03
JPMCB SmartRetirement Income-C20	0.00	0.00
JPMCB SmrtRetirmt Pasv Blend Income-C	0.00	0.00
JPMCB SmartRetiremt Income Fund C35	0.00	0.00

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