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 |
OâShaughnessy 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 |
SmithAssetMgtâREIT | 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 |
SmithAssetMgtâREIT | 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 |
OâShaughnessy 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 - ⬠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 - ⬠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 |