Skip to main content
MENU
Subscribe
  • Login
  • My Account
  • Logout
  • Register For Free
  • Subscribe
  • Topics
    • Alternatives
    • Artificial Intelligence
    • CIOs
    • Consultants
    • Defined Contribution
    • ESG
    • Face to Face
    • Hedge Funds
    • Industry Voices
    • Investing
    • Money Management
    • Partner Content
    • Private Credit
    • Pension Funds
    • Private Equity
    • Real Estate
    • Regulation
    • Special Reports
    • Washington
    • White Papers
  • International
    • U.K.
    • Canada
    • Europe
    • Asia
    • Australia - New Zealand
    • Middle East
    • Latin America
    • Africa
  • Rankings & Awards
    • 1,000 Largest Retirement Plans
    • Top-Performing Managers
    • Largest Money Managers
    • DC Money Managers
    • DC Record Keepers
    • Largest Hedge Fund Managers
    • World's Largest Retirement Funds
    • Best Places to Work in Money Management
    • Excellence & Innovation Awards
    • WPS Innovation Awards
    • Influential Women in Institutional Investing 2024
    • Eddy Awards
  • Resource Guides
    • Active Thematic Global Equities
    • Retirement Income
    • Fixed Income
    • Pension Risk Transfer
    • Pooled Employer Plans (PEPs)
  • ETFs
    • Latest ETF News
    • Fund Screener
    • Education Center
    • Equities
    • Fixed Income
    • Commodities
    • Actively Managed
    • Alternatives
    • ESG Rated
  • ESG
    • Latest ESG News
    • The Institutional Investor’s Guide to ESG Investing
    • ESG Sustainability - Gaining Momentum
    • ESG Investing | Industry Brief
    • Innovation in ESG Investing
    • ESG Rated ETFs
    • Divestment Database
  • Defined Contribution
    • Latest DC News
    • The Plan Sponsor's Guide to Retirement Income
    • DC Money Manager Rankings
    • DC Record Keeper Rankings
    • Innovations in DC
    • DC Plan Design: Improving Participant Outcomes
  • Searches & Hires
    • Latest Searches & Hires News
    • Searches & Hires Database
    • RFPs
  • Research Center
    • The P&I Research Center
    • Earnings Tracker
    • Endowment Returns Tracker
    • Corporate Pension Contribution Tracker
    • Pension Fund Returns Tracker
    • Pension Risk Transfer Database
  • Careers
  • Events
    • View All Conferences
    • View All Webinars
  • Print
Breadcrumb
  1. Home
  2. INTERACTIVE
August 19, 2013 01:00 AM

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

  • Tweet
  • Share
  • Share
  • Email
  • More
    Reprints Print

    Large Blend1 year gross return1 year net return
    Wells Fargo Enhanced Stock Market Fund N31.0021.78
    Wells Fargo/BlackRock S&P500 Idx CIT N30.2820.57
    CS McKee Core Equity CIT29.6816.12
    Wells Fargo Large Cap Intrinsic Value N29.3823.06
    Diamond Hill Large Cap Portfolio 5529.0828.28
    WTFSC Fundamental Value Portfolio Cl R28.9628.28
    WTFSC Fundamental Value Portfolio Cl 028.9528.85
    Diamond Hill Large Cap Portfolio 028.8428.84
    Keybank EB Diversified Stock Fund25.5324.67
    WTFSC Large Company Value Port Cl 6024.9323.66

    Large Blend5 year gross return5 year net return
    SSgA NASDAQ 100 Index Fund - Class A10.6710.66
    Wellington CIF II Large Cap Research S17.807.19
    Mellon Cap EB DO Large Cap Core Fund7.757.02
    RhumbLine S&P 500 Pooled Index CF7.567.56
    The Vanguard Total Stock Market Index7.557.51
    QMA US All Cap Core Equity Fund7.417.04
    QMA Wilshire 5000 Indexing CF7.327.22
    The Vanguard Russell 3000 Index7.297.29
    Amalgamated Bank LongView 1500 Mk Idx CF7.297.24
    RhumbLine Russell 1000 Pooled Index CF7.277.27

    Mid-Cap Blend1 year gross return1 year net return
    The Boston Mid-Cap Opp Value Equity CF33.3232.28
    Blackrock Extended Alpha Tilts CF31.4530.87
    Amalgamated Bank Longview Qnt Mid Cap CF29.1628.47
    QMA US Mid Cap Core Equity Fund28.9928.30
    Wells Fargo/BlackRock S&P MidCap Idx N28.5825.22
    Mellon Cap EB DO Mid Cap Core Fund28.0727.31
    Pyramis Small/Mid Cap Core Pool27.0826.27
    Westwood Mgt Corp. SMid (EB) CF25.9725.09
    Burgundy US Small/Mid Cap Fund25.5828.95
    Blackrock Extended Mkt Fund CF25.5625.47

    Mid-Cap Blend5 year gross return5 year net return
    Burgundy US Small/Mid Cap Fund14.1413.90
    Pyramis Small/Mid Cap Core Pool13.7012.97
    The Boston Mid-Cap Opp Value Equity CF12.8912.00
    Blackrock Extended Alpha Tilts CF11.3210.80
    Westwood Mgt Corp. SMid (EB) CF10.649.65
    Amalgamated Bank Longview Qnt Mid Cap CF10.6110.01
    QMA US Mid Cap Core Equity Fund10.419.81
    Mellon Cap EB DO Mid Cap Core Fund10.359.60
    Comerica MidCap 400 - Inst Class9.149.14
    Blackrock Extended Mkt Fund CF9.028.92

    Small Blend1 year gross return1 year net return
    Thomson Horstmann & Bryant Micro Cap Eq34.7533.18
    The Boston Small Cap Opp Val Eq Mgt CF34.6133.31
    Frontier Small Cap Value L.P.32.5631.26
    Wells Fargo/BlackRock Russell 2000 Idx N32.3124.36
    Wellington CIF II Small Cap Opps31.2630.28
    Pyramis Small Cap Core Pool29.6428.62
    WTFSC Small Comp Diversified Value Cl 6028.0026.45
    WTFSC Small Comp Diversified Value Cl 4527.8426.49
    WTFSC Small Comp Diversified Value Cl 027.8027.64
    Frontegra Small Cap Core Fund27.2526.47

    Small Blend5 year gross return5 year net return
    The Boston Small Cap Opp Val Eq Mgt CF16.7715.62
    Frontier Small Cap Value L.P.16.5215.27
    Pyramis Small Cap Core Pool12.0011.11
    WTFSC Small Comp Diversified Value Cl 011.0910.99
    Wellington CIF II Small Cap Opps10.899.95
    Thomson Horstmann & Bryant Micro Cap Eq10.819.38
    Comerica SmallCap 600 - Class A10.029.85
    Amalgamated Bank LongView 600 SC Idx CF9.939.87
    RhumbLine S&P 600 CF9.779.77
    RAM Small-Cap Trust9.668.73

    Large Growth1 year gross return1 year net return
    Wells Fargo/BlackRock Lg Cp Gr Idx CIT N29.3017.01
    Wells Fargo Large Cap Growth CIT N27.9613.06
    Wellington CIF US Research Equity24.1423.41
    WTFSC Strategic Growth Portfolio Cl 4522.5021.19
    WTFSC Strategic Growth Portfolio Cl 022.4022.32
    WTFSC Strategic Growth Portfolio Cl R22.4021.64
    Schwab Instl Lrg Cap Growth Tr Fd-Instl21.1320.36
    Wellington CIF II Growth S121.0520.36
    Wells Fargo/TRP Inst Lg-Cap Gr Mgd F19.8119.81
    CCI Large Cap Growth Equity Fund19.2319.23

    Large Growth5 year gross return5 year net return
    ING Large Cap Growth R1000G CIT9.138.57
    Benefit Meritage Growth Equity Fund8.797.77
    UBS: U.S. Large Cap Select Growth CF7.936.82
    Wellington CIF US Research Equity7.817.17
    Blackrock Eq Gr Fund CF7.697.61
    Comerica LargeCap Growth7.567.56
    Wellington CIF II Diversified Growth S16.906.32
    Christian Bros CUIT Growth Fund- Class B6.535.62
    Christian Bros CUIT Growth Fund- Class A6.535.30
    Schwab Instl Lrg Cap Growth Tr Fd-Instl5.815.12

    Mid-Cap Growth1 year gross return1 year net return
    CCI SMID Cap Growth Equity Fund28.0628.06
    Frontier Smid Research Fund L.P.26.9525.60
    Wellington CIF II Mid Cap Opportunity S226.2425.63
    Wellington CIF II Mid Cap Opportunity S126.2425.42
    Wellington CIF II Mid Cap Opportunity S326.2425.40
    Wellington CIF II Mid Cap Growth S125.6024.78
    Champlain Mid Cap Fund, LLC22.5921.58
    WTFSC Mid-Cap Growth Portfolio Cl 6018.4917.05
    WTFSC Mid-Cap Growth Portfolio Cl 4518.4617.19
    WTFSC Mid-Cap Growth Portfolio Cl R18.4117.67

    Mid-Cap Growth5 year gross return5 year net return
    WTFSC Mid-Cap Growth Portfolio Cl 09.699.61
    Frontier Smid Research Fund L.P.8.257.14
    Wellington CIF II Mid Cap Opportunity S17.506.81
    Wellington CIF II Mid Cap Opportunity S27.496.95
    Wellington CIF II Mid Cap Growth S16.385.62
    CCI SMID Cap Growth Equity Fund0.000.00
    Wellington CIF II Mid Cap Opportunity S30.000.00
    HB&T Equity Growth Fund0.008.57
    FMT/Wells Fargo Advantage Discovery R10.000.00
    Champlain Mid Cap Fund, LLC0.000.00

    Small Growth1 year gross return1 year net return
    CS McKee Small-Cap Equity CIT33.8118.95
    Pyramis Small Company Pool28.0027.00
    Hillsdale US Performance Equity Fund27.4424.65
    WTFSC Small Company Growth Port Cl 4526.3725.15
    WTFSC Small Company Growth Port Cl 6026.1524.75
    WTFSC Small Company Growth Port Cl 025.9325.84
    WTFSC Small Company Growth Port Cl R25.0224.37
    Eaton Vance Small Cap Core Eq CIT24.5023.38
    BlackRock Russell 2000 Growth Idx Fd 9624.3623.13
    Wells Fargo/Multi-Manager Sm Cap CIT F24.3424.34

    Small Growth5 year gross return5 year net return
    WTFSC Small Company Growth Port Cl 013.5513.47
    Champlain Small Company Fund, LLC11.3810.28
    BlackRock Russell 2000 Growth Idx Fd 969.588.53
    BlackRock Russell 2000 Growth Idx Fd 469.338.82
    BlackRock Russell 2000 Growth Idx Fd 319.328.97
    The Vanguard Russell 2000 Growth Index9.279.27
    Hillsdale US Performance Equity Fund9.186.99
    BlackRock Russell 2000 Growth Index Fd 89.179.07
    BlackRock Russell 2000 Growth Index Fd 69.139.05
    Pyramis Small Company Pool8.807.93

    Large Value1 year gross return1 year net return
    The Boston US Dynamic Large Cap Value CF33.3832.54
    The Boston US Dynamic Large Cap Value EB33.2332.38
    CS McKee Value Equity CIT32.8721.79
    Brandywine Dynamic Large Cap Value BIT32.8231.85
    Wells Fargo/BlackRock Lg Cp Vl Idx CIT N31.0225.23
    DePrince, Race & Zollo, Lg-Cap Val CIT30.5229.76
    Schwab Instl Lrg Cap Value Tr Fd-Instl30.0929.60
    Schwab Instl Lrg Cap Value Tr Fd-Ret30.0929.28
    Christian Bros Inv Svcs Val Eq Fund Cl B29.2828.40
    Christian Bros CUIT Value Equity Class A29.2827.93

    Large Value5 year gross return5 year net return
    Brandywine Dynamic Large Cap Value BIT11.4210.59
    Brandywine Diversified Lg Cap Val BIT8.347.54
    QMA Value Equity CF7.957.26
    Wellington CIF Value7.897.67
    Christian Bros Inv Svcs Val Eq Fund Cl B7.596.99
    Christian Bros CUIT Value Equity Class A7.596.61
    Invesco US Quantitative Core Trust7.366.79
    Blackrock Eq Val Fund CF7.337.25
    Mellon Cap EB Large Cap Stock Index Fund7.177.04
    Wellington CIF II Research Value7.076.51

    Mid-Cap Value1 year gross return1 year net return
    WTFSC Mid Cap Fundamental Val Port Cl 6029.9828.46
    WTFSC Mid Cap Fundamental Val Port Cl R29.8829.13
    WTFSC Mid Cap Fundamental Val Port Cl 029.7329.63
    Comerica Dividend Income Strategy CIF27.8427.84
    Brandywine Mid Cap Value Equity BIT23.6622.64
    Speece Thorson Value Fund20.3419.27
    RidgeWorth Mid-Cap Value Equity0.0027.75
    Transamerica Partners Mid Value - CTF0.0025.76
    FMT/American Century Mid Cap Value R10.0024.54
    FMT Mid Cap Value R10.0024.27

    Mid-Cap Value5 year gross return5 year net return
    WTFSC Mid Cap Fundamental Val Port Cl 012.9112.84
    Speece Thorson Value Fund11.5610.51
    Brandywine Mid Cap Value Equity BIT9.548.62
    RidgeWorth Mid-Cap Value Equity0.000.00
    Transamerica Partners Mid Value - CTF0.000.00
    FMT/American Century Mid Cap Value R10.000.00
    FMT Mid Cap Value R10.000.00
    WTFSC Mid Cap Fundamental Val Port Cl R0.000.00
    WTFSC Mid Cap Fundamental Val Port Cl 600.000.00
    FMT/Vanguard Selected Value R10.0010.84

    Small Value1 year gross return1 year net return
    Brandywine Diversified Small Cap BIT30.2329.22
    Brandywine Diversified Small Cap GT30.2129.20
    Brandywine Diversified Sm Cap Select BIT29.3928.39
    Edge SMID Cap Value Equity Fund28.2528.25
    Invesco US Quantitative Sm Value Trust26.3425.40
    Invesco US Quantitative Small Core Trust26.1225.17
    Brandywine Institutional Small Cap BIT25.5624.33
    BlackRock Russell 2000 Value Index Fd 9625.1723.93
    The Vanguard Russell 2000 Value Index24.8524.85
    BlackRock Russell 2000 Value Index Fd 4624.5023.88

    Small Value5 year gross return5 year net return
    Brandywine Institutional Small Cap BIT13.9412.82
    Invesco US Quantitative Sm Value Trust11.0610.21
    Invesco US Quantitative Small Core Trust9.899.60
    WTFSC Small Company Value Portfolio Cl 09.809.72
    BlackRock Russell 2000 Value Index Fd 969.338.28
    BlackRock Russell 2000 Value Index Fd 469.098.58
    BlackRock Russell 2000 Value Index Fd 319.048.69
    Brandywine Diversified Small Cap BIT9.018.14
    BlackRock Russell 2000 Value Index Fd 88.938.82
    BlackRock Russell 2000 Value Index Fd 68.908.83

    Financial1 year gross return1 year net return
    Associated Banc Corp Stock Fund21.0121.01
    FMT/T. Rowe Price Financial Services R10.0033.15

    Financial5 year gross return5 year net return
    Associated Banc Corp Stock Fund-3.69-3.69
    FMT/T. Rowe Price Financial Services R10.000.00

    Health1 year gross return1 year net return
    FMT/T. Rowe Price Health Sciences R10.0025.62
    FMT/SPDR Health Care Sector R10.0026.11

    Health5 year gross return5 year net return
    FMT/T. Rowe Price Health Sciences R10.000.00
    FMT/SPDR Health Care Sector R10.0010.33

    Natural Resources1 year gross return1 year net return
    FMT/Ivy Global Natural Resources R10.007.27

    Natural Resources5 year gross return5 year net return
    FMT/Ivy Global Natural Resources R10.00-10.14

    Equity Precious Metals1 year gross return1 year net return
    FMT/First Eagle Gold Fund R10.00-38.83

    Equity Precious Metals5 year gross return5 year net return
    FMT/First Eagle Gold Fund R10.00-6.37

    Real Estate1 year gross return1 year net return
    PGI Global Property Securities Fund16.6316.63
    Pyramis U.S. Real Estate Invest Tr CIT11.2910.63
    WTFSC Total Return REIT Portfolio Cl 609.107.84
    WTFSC Total Return REIT Portfolio Cl 09.098.97
    WTFSC Total Return REIT Portfolio Cl 459.077.97
    Blackrock US Real Estate Sec Idx7.717.58
    JPMCB Divers Commercial Property-C0.000.00
    AEW Real Estate Securities Divers Trust0.008.40
    FMT/DFA Real Estate Securities R10.008.12
    Invesco US REITs Trust0.007.80

    Real Estate5 year gross return5 year net return
    Pyramis U.S. Real Estate Invest Tr CIT9.438.74
    WTFSC Total Return REIT Portfolio Cl 08.838.72
    Blackrock US Real Estate Sec Idx6.916.77
    JPMCB Divers Commercial Property-C0.000.00
    PGI Global Property Securities Fund0.000.00
    AEW Real Estate Securities Divers Trust0.007.77
    FMT/DFA Real Estate Securities R10.006.79
    WTFSC Total Return REIT Portfolio Cl 450.000.00
    WTFSC Total Return REIT Portfolio Cl 600.000.00
    Invesco US REITs Trust0.007.60

    Technology1 year gross return1 year net return
    FMT/SPDR Technology Sector R10.007.71

    Technology5 year gross return5 year net return
    FMT/SPDR Technology Sector R10.006.56

    Utilities1 year gross return1 year net return
    FMT Global Infrastructure R10.0015.58

    Utilities5 year gross return5 year net return
    FMT Global Infrastructure R10.003.19

    Equity Energy1 year gross return1 year net return
    RCH Long only MLP Fund26.8725.19
    SteelPath MLP 40 Institutional Trust R10.0034.76
    FMT/SPDR Energy Sector R10.0019.36

    Equity Energy5 year gross return5 year net return
    RCH Long only MLP Fund17.5516.04
    SteelPath MLP 40 Institutional Trust R10.000.00
    FMT/SPDR Energy Sector R10.00-0.96

    Aggressive Allocation1 year gross return1 year net return
    First Trust All Eq Allc Portfolio, R122.5723.30
    First Trust All Eq Allc Portfolio, R222.1722.68
    First Trust All Eq Allc Portfolio, R321.7922.76
    Associated ASAP Growth Strategy18.4918.49
    Manning & Napier Pro-Mix Max Term S18.4218.42
    Associated Growth LifeStage18.2518.25
    Evaluator Aggressive Growth CRP II18.1518.15
    Associated Aggressive Growth LifeStage17.7617.76
    Associated ASAP Aggressive Growth Strat17.2317.23
    Evaluator Growth CRP II16.8516.85

    Aggressive Allocation5 year gross return5 year net return
    Manning & Napier Pro-Mix Max Term S6.476.47
    Associated Aggressive Growth LifeStage6.076.07
    Associated ASAP Aggressive Growth Strat5.915.91
    Associated Growth LifeStage5.855.85
    Associated ASAP Growth Strategy5.815.81
    Associated ASAP Conservative Gr Strat5.685.68
    Associated Conservative Growth LifeStage5.635.63
    TD Ameritrade Managed Retirement Aggre I5.195.19
    TD Ameritrade Managed Retirement Aggr II4.984.98
    First Trust All Eq Allc Portfolio, R1-2.543.74

    Bank Loan1 year gross return1 year net return
    Shenkman Capital Mgt High Yld Bank Loan6.295.73

    Bank Loan5 year gross return5 year net return
    Shenkman Capital Mgt High Yld Bank Loan4.343.76

    Small Value1 year gross return1 year net return
    Brandywine Diversified Small Cap BIT30.2329.22
    Brandywine Diversified Small Cap GT30.2129.20
    Brandywine Diversified Sm Cap Select BIT29.3928.39
    Edge SMID Cap Value Equity Fund28.2528.25
    Invesco US Quantitative Sm Value Trust26.3425.40
    Invesco US Quantitative Small Core Trust26.1225.17
    Brandywine Institutional Small Cap BIT25.5624.33
    BlackRock Russell 2000 Value Index Fd 9625.1723.93
    The Vanguard Russell 2000 Value Index24.8524.85
    BlackRock Russell 2000 Value Index Fd 4624.5023.88

    Small Value5 year gross return5 year net return
    Brandywine Institutional Small Cap BIT13.9412.82
    Invesco US Quantitative Sm Value Trust11.0610.21
    Invesco US Quantitative Small Core Trust9.899.60
    WTFSC Small Company Value Portfolio Cl 09.809.72
    BlackRock Russell 2000 Value Index Fd 969.338.28
    BlackRock Russell 2000 Value Index Fd 469.098.58
    BlackRock Russell 2000 Value Index Fd 319.048.69
    Brandywine Diversified Small Cap BIT9.018.14
    BlackRock Russell 2000 Value Index Fd 88.938.82
    BlackRock Russell 2000 Value Index Fd 68.908.83

    Mid-Cap Value1 year gross return1 year net return
    WTFSC Mid Cap Fundamental Val Port Cl 6029.9828.46
    WTFSC Mid Cap Fundamental Val Port Cl R29.8829.13
    WTFSC Mid Cap Fundamental Val Port Cl 029.7329.63
    Comerica Dividend Income Strategy CIF27.8427.84
    Brandywine Mid Cap Value Equity BIT23.6622.64
    Speece Thorson Value Fund20.3419.27
    RidgeWorth Mid-Cap Value Equity0.0027.75
    Transamerica Partners Mid Value - CTF0.0025.76
    FMT/American Century Mid Cap Value R10.0024.54
    FMT Mid Cap Value R10.0024.27

    Mid-Cap Value5 year gross return5 year net return
    WTFSC Mid Cap Fundamental Val Port Cl 012.9112.84
    Speece Thorson Value Fund11.5610.51
    Brandywine Mid Cap Value Equity BIT9.548.62
    RidgeWorth Mid-Cap Value Equity0.000.00
    Transamerica Partners Mid Value - CTF0.000.00
    FMT/American Century Mid Cap Value R10.000.00
    FMT Mid Cap Value R10.000.00
    WTFSC Mid Cap Fundamental Val Port Cl R0.000.00
    WTFSC Mid Cap Fundamental Val Port Cl 600.000.00
    FMT/Vanguard Selected Value R10.0010.84

    Large Value1 year gross return1 year net return
    The Boston US Dynamic Large Cap Value CF33.3832.54
    The Boston US Dynamic Large Cap Value EB33.2332.38
    CS McKee Value Equity CIT32.8721.79
    Brandywine Dynamic Large Cap Value BIT32.8231.85
    Wells Fargo/BlackRock Lg Cp Vl Idx CIT N31.0225.23
    DePrince, Race & Zollo, Lg-Cap Val CIT30.5229.76
    Schwab Instl Lrg Cap Value Tr Fd-Instl30.0929.60
    Schwab Instl Lrg Cap Value Tr Fd-Ret30.0929.28
    Christian Bros Inv Svcs Val Eq Fund Cl B29.2828.40
    Christian Bros CUIT Value Equity Class A29.2827.93

    Large Value5 year gross return5 year net return
    Brandywine Dynamic Large Cap Value BIT11.4210.59
    Brandywine Diversified Lg Cap Val BIT8.347.54
    QMA Value Equity CF7.957.26
    Wellington CIF Value7.897.67
    Christian Bros Inv Svcs Val Eq Fund Cl B7.596.99
    Christian Bros CUIT Value Equity Class A7.596.61
    Invesco US Quantitative Core Trust7.366.79
    Blackrock Eq Val Fund CF7.337.25
    Mellon Cap EB Large Cap Stock Index Fund7.177.04
    Wellington CIF II Research Value7.076.51

    Small Growth1 year gross return1 year net return
    CS McKee Small-Cap Equity CIT33.8118.95
    Pyramis Small Company Pool28.0027.00
    Hillsdale US Performance Equity Fund27.4424.65
    WTFSC Small Company Growth Port Cl 4526.3725.15
    WTFSC Small Company Growth Port Cl 6026.1524.75
    WTFSC Small Company Growth Port Cl 025.9325.84
    WTFSC Small Company Growth Port Cl R25.0224.37
    Eaton Vance Small Cap Core Eq CIT24.5023.38
    BlackRock Russell 2000 Growth Idx Fd 9624.3623.13
    Wells Fargo/Multi-Manager Sm Cap CIT F24.3424.34

    Small Growth5 year gross return5 year net return
    WTFSC Small Company Growth Port Cl 013.5513.47
    Champlain Small Company Fund, LLC11.3810.28
    BlackRock Russell 2000 Growth Idx Fd 969.588.53
    BlackRock Russell 2000 Growth Idx Fd 469.338.82
    BlackRock Russell 2000 Growth Idx Fd 319.328.97
    The Vanguard Russell 2000 Growth Index9.279.27
    Hillsdale US Performance Equity Fund9.186.99
    BlackRock Russell 2000 Growth Index Fd 89.179.07
    BlackRock Russell 2000 Growth Index Fd 69.139.05
    Pyramis Small Company Pool8.807.93

    Mid-Cap Growth1 year gross return1 year net return
    CCI SMID Cap Growth Equity Fund28.0628.06
    Frontier Smid Research Fund L.P.26.9525.60
    Wellington CIF II Mid Cap Opportunity S226.2425.63
    Wellington CIF II Mid Cap Opportunity S126.2425.42
    Wellington CIF II Mid Cap Opportunity S326.2425.40
    Wellington CIF II Mid Cap Growth S125.6024.78
    Champlain Mid Cap Fund, LLC22.5921.58
    WTFSC Mid-Cap Growth Portfolio Cl 6018.4917.05
    WTFSC Mid-Cap Growth Portfolio Cl 4518.4617.19
    WTFSC Mid-Cap Growth Portfolio Cl R18.4117.67

    Mid-Cap Growth5 year gross return5 year net return
    WTFSC Mid-Cap Growth Portfolio Cl 09.699.61
    Frontier Smid Research Fund L.P.8.257.14
    Wellington CIF II Mid Cap Opportunity S17.506.81
    Wellington CIF II Mid Cap Opportunity S27.496.95
    Wellington CIF II Mid Cap Growth S16.385.62
    CCI SMID Cap Growth Equity Fund0.000.00
    Wellington CIF II Mid Cap Opportunity S30.000.00
    HB&T Equity Growth Fund0.008.57
    FMT/Wells Fargo Advantage Discovery R10.000.00
    Champlain Mid Cap Fund, LLC0.000.00

    Large Growth1 year gross return1 year net return
    Wells Fargo/BlackRock Lg Cp Gr Idx CIT N29.3017.01
    Wells Fargo Large Cap Growth CIT N27.9613.06
    Wellington CIF US Research Equity24.1423.41
    WTFSC Strategic Growth Portfolio Cl 4522.5021.19
    WTFSC Strategic Growth Portfolio Cl 022.4022.32
    WTFSC Strategic Growth Portfolio Cl R22.4021.64
    Schwab Instl Lrg Cap Growth Tr Fd-Instl21.1320.36
    Wellington CIF II Growth S121.0520.36
    Wells Fargo/TRP Inst Lg-Cap Gr Mgd F19.8119.81
    CCI Large Cap Growth Equity Fund19.2319.23

    Large Growth5 year gross return5 year net return
    ING Large Cap Growth R1000G CIT9.138.57
    Benefit Meritage Growth Equity Fund8.797.77
    UBS: U.S. Large Cap Select Growth CF7.936.82
    Wellington CIF US Research Equity7.817.17
    Blackrock Eq Gr Fund CF7.697.61
    Comerica LargeCap Growth7.567.56
    Wellington CIF II Diversified Growth S16.906.32
    Christian Bros CUIT Growth Fund- Class B6.535.62
    Christian Bros CUIT Growth Fund- Class A6.535.30
    Schwab Instl Lrg Cap Growth Tr Fd-Instl5.815.12

    Small Blend1 year gross return1 year net return
    Thomson Horstmann & Bryant Micro Cap Eq34.7533.18
    The Boston Small Cap Opp Val Eq Mgt CF34.6133.31
    Frontier Small Cap Value L.P.32.5631.26
    Wells Fargo/BlackRock Russell 2000 Idx N32.3124.36
    Wellington CIF II Small Cap Opps31.2630.28
    Pyramis Small Cap Core Pool29.6428.62
    WTFSC Small Comp Diversified Value Cl 6028.0026.45
    WTFSC Small Comp Diversified Value Cl 4527.8426.49
    WTFSC Small Comp Diversified Value Cl 027.8027.64
    Frontegra Small Cap Core Fund27.2526.47

    Small Blend5 year gross return5 year net return
    The Boston Small Cap Opp Val Eq Mgt CF16.7715.62
    Frontier Small Cap Value L.P.16.5215.27
    Pyramis Small Cap Core Pool12.0011.11
    WTFSC Small Comp Diversified Value Cl 011.0910.99
    Wellington CIF II Small Cap Opps10.899.95
    Thomson Horstmann & Bryant Micro Cap Eq10.819.38
    Comerica SmallCap 600 - Class A10.029.85
    Amalgamated Bank LongView 600 SC Idx CF9.939.87
    RhumbLine S&P 600 CF9.779.77
    RAM Small-Cap Trust9.668.73

    Mid-Cap Blend1 year gross return1 year net return
    The Boston Mid-Cap Opp Value Equity CF33.3232.28
    Blackrock Extended Alpha Tilts CF31.4530.87
    Amalgamated Bank Longview Qnt Mid Cap CF29.1628.47
    QMA US Mid Cap Core Equity Fund28.9928.30
    Wells Fargo/BlackRock S&P MidCap Idx N28.5825.22
    Mellon Cap EB DO Mid Cap Core Fund28.0727.31
    Pyramis Small/Mid Cap Core Pool27.0826.27
    Westwood Mgt Corp. SMid (EB) CF25.9725.09
    Burgundy US Small/Mid Cap Fund25.5828.95
    Blackrock Extended Mkt Fund CF25.5625.47

    Mid-Cap Blend5 year gross return5 year net return
    Burgundy US Small/Mid Cap Fund14.1413.90
    Pyramis Small/Mid Cap Core Pool13.7012.97
    The Boston Mid-Cap Opp Value Equity CF12.8912.00
    Blackrock Extended Alpha Tilts CF11.3210.80
    Westwood Mgt Corp. SMid (EB) CF10.649.65
    Amalgamated Bank Longview Qnt Mid Cap CF10.6110.01
    QMA US Mid Cap Core Equity Fund10.419.81
    Mellon Cap EB DO Mid Cap Core Fund10.359.60
    Comerica MidCap 400 - Inst Class9.149.14
    Blackrock Extended Mkt Fund CF9.028.92

    Large Blend1 year gross return1 year net return
    Wells Fargo Enhanced Stock Market Fund N31.0021.78
    Wells Fargo/BlackRock S&P500 Idx CIT N30.2820.57
    CS McKee Core Equity CIT29.6816.12
    Wells Fargo Large Cap Intrinsic Value N29.3823.06
    Diamond Hill Large Cap Portfolio 5529.0828.28
    WTFSC Fundamental Value Portfolio Cl R28.9628.28
    WTFSC Fundamental Value Portfolio Cl 028.9528.85
    Diamond Hill Large Cap Portfolio 028.8428.84
    Keybank EB Diversified Stock Fund25.5324.67
    WTFSC Large Company Value Port Cl 6024.9323.66

    Large Blend5 year gross return5 year net return
    SSgA NASDAQ 100 Index Fund - Class A10.6710.66
    Wellington CIF II Large Cap Research S17.807.19
    Mellon Cap EB DO Large Cap Core Fund7.757.02
    RhumbLine S&P 500 Pooled Index CF7.567.56
    The Vanguard Total Stock Market Index7.557.51
    QMA US All Cap Core Equity Fund7.417.04
    QMA Wilshire 5000 Indexing CF7.327.22
    The Vanguard Russell 3000 Index7.297.29
    Amalgamated Bank LongView 1500 Mk Idx CF7.297.24
    RhumbLine Russell 1000 Pooled Index CF7.277.27

    Long/Short Equity1 year gross return1 year net return
    Mellon Cap EB Equity Market Neutral Fund2.932.09
    Pyramis U.S. Equity Market Neutral-0.47-1.56
    Blackrock Alpha Advantage 5000.000.00

    Long/Short Equity5 year gross return5 year net return
    Mellon Cap EB Equity Market Neutral Fund0.25-0.71
    Pyramis U.S. Equity Market Neutral-1.58-2.60
    Blackrock Alpha Advantage 5000.000.00

    Leveraged Net Long1 year gross return1 year net return
    Analytic Core Eq Plus (SP500)21.5120.95

    Leveraged Net Long5 year gross return5 year net return
    Analytic Core Eq Plus (SP500)6.335.86

    Market Neutral1 year gross return1 year net return
    Credit Suisse Lqd Alt Beta Idx Trst 605.274.54
    Credit Suisse Lqd Alt Beta Idx Trst 0IM5.185.08

    Market Neutral5 year gross return5 year net return
    Credit Suisse Lqd Alt Beta Idx Trst 0IM0.000.00
    Credit Suisse Lqd Alt Beta Idx Trst 600.000.00

    World Stock1 year gross return1 year net return
    KBI Water Strategy27.4826.42
    ARGA Global Strategy27.2726.02
    KBI Climate Change Strategy26.3325.28
    Marathon Asset Mgt Active Global Eq25.288.78
    Pyramis Concentrated Intl Small Cap CIT25.0023.90
    Wellington CIF Global Contrarian Equity24.5223.43
    Pyramis Concentrated Intl Small Cap Rep24.4923.39
    Brandywine Quant Global Value Eq BIT22.4021.27
    Marathon Asset Mgt Active Intl Eq22.067.54
    Wellington CIF II Global Equities20.9220.47

    World Stock5 year gross return5 year net return
    Marathon Asset Mgt Active Global Eq8.555.38
    Burgundy Global Focused Opportunities5.695.04
    Wellington CIF Global Contrarian Equity5.375.04
    KBI Water Strategy4.263.40
    Mellon Cap EB DL Global Alpha I Fund4.254.09
    Marathon Asset Mgt Active Intl Eq3.870.67
    Wellington CIF Global Diversified Growth3.642.87
    Wellington CIF Global Research Equity3.573.30
    Pyramis Select Global CIT2.581.87
    Pyramis Select Global Rep2.421.73

    Foreign Large Value1 year gross return1 year net return
    Wellington CIF II Global Perspectives32.6031.84
    The Boston International CF25.4624.44
    Amalgamated Bank LongView Intl Eq Fund24.0623.15
    The Boston Non-US Value CF22.3621.45
    LSV Asset Mgt Intl Lg Cap Val Eq Trust22.1221.26
    Pictet International Equity Fund LLC21.9520.93
    QMA International Core Equity Fund21.7421.08
    KBI Dividend Plus Glbl Developed Eq21.4420.67
    GlobeFlex International All Cap CF20.6719.76
    KBI Dividend Plus EAFE Developed Eq19.1518.39

    Foreign Large Value5 year gross return5 year net return
    KBI Dividend Plus Glbl Developed Eq5.244.57
    Wellington CIF Global Value3.392.62
    Sprucegrove U.S. International Pool2.731.81
    Templeton Intl Foreign CF1.260.54
    The Boston International CF1.110.29
    The Boston TBC ACWI ex-US CF1.050.05
    The Boston Non-US Value CF1.010.22
    Pictet International Equity Fund LLC0.45-0.02
    LSV Asset Mgt Intl Lg Cap Val Eq Trust0.11-0.60
    Invesco International Equity Trust0.10-0.69

    Foreign Large Blend1 year gross return1 year net return
    Blackrock Curr Hedged EAFE Idx CF24.9924.81
    Blackrock Intl Alpha Tilt CF22.8822.25
    Mellon Cap DL Non-SL Intl Stk Idx Fd22.2522.11
    WTFSC International Core Portfolio Cl 4521.4320.10
    Mellon Cap EB DL Int'l Stock Index Fund21.1020.98
    Mellon Cap EB DL Non-SL ISIF II20.6818.20
    Mellon Cap EB DL Non-SL ISIF III20.6818.16
    Mellon Cap EB DL Non-SL ISIF IV20.6818.03
    Mellon Cap EB DL Non-SL ISIF V20.6817.85
    Pyramis International Growth Pool20.6219.79

    Foreign Large Blend5 year gross return5 year net return
    Gryphon International EAFE Growth Fd-CIT3.612.84
    WTFSC International Core Portfolio Cl 02.102.04
    JPMorgan EAFE Plus CIT1.650.94
    Manning & Napier Non-U.S. Eq Labor CIT1.101.10
    Pyramis International Growth Pool0.52-0.18
    Pyramis International Growth Rep0.42-0.28
    Mellon Cap EB DL Int'l Stock Index Fund0.240.09
    Blackrock Intl Alpha Tilt CF0.08-0.46
    Wellington CIF II Intl Research Eq S10.07-0.75
    Christian Bros CUIT Int'l Equity Class B-0.01-1.09

    Foreign Large Growth1 year gross return1 year net return
    Boston Common Intl Catholic SRI20.2019.17
    William Blair International Growth CIT18.4617.53
    WTFSC International Growth Port Cl 014.4114.14
    WTFSC International Growth Port Cl 4514.2012.98
    WTFSC International Growth Port Cl R14.1713.45
    Invesco International Growth Eq Trust13.5812.68
    Artisan International Growth Trust0.0020.95
    FMT/Artisan International R10.0019.94
    MFS International Growth Equity CIT0.0014.60
    Hansberger International Growth Fund0.0014.39

    Foreign Large Growth5 year gross return5 year net return
    Invesco International Growth Eq Trust3.432.63
    Boston Common Intl Catholic SRI1.470.40
    WTFSC International Growth Port Cl 0-2.25-2.45
    Artisan International Growth Trust0.000.00
    FMT/Artisan International R10.001.92
    William Blair International Growth CIT0.000.00
    MFS International Growth Equity CIT0.003.61
    Hansberger International Growth Fund0.000.00
    Transamerica International Equity - CTF0.000.00
    MFS International Growth Eq CIT-Cl 20.002.84

    Foreign Small/Mid Value1 year gross return1 year net return
    Pyramis Select Intl Small Cap CIT26.2725.28
    Pyramis Select Intl Small Cap Rep25.1924.21
    Templeton International Smaller Co CF22.4921.78
    LMCG Intl Small Cap Collective Fund0.0031.50
    FMT/DFA Intl Small Cap Value R10.0023.62

    Foreign Small/Mid Value5 year gross return5 year net return
    Templeton International Smaller Co CF8.397.90
    Pyramis Select Intl Small Cap CIT3.422.60
    Pyramis Select Intl Small Cap Rep2.832.01
    LMCG Intl Small Cap Collective Fund0.000.00
    FMT/DFA Intl Small Cap Value R10.001.91

    Foreign Small/Mid Growth1 year gross return1 year net return
    The Boston International Small Cap CF27.3726.23
    UBS: Global (ex-US) Small Cap Growth CF25.8324.62
    Keybank EB Intl SMID Cap Fund15.9014.76
    Keybank EB Intl Small Cap Fund15.4014.26
    MFS International Small Cap CIT-Class 10.0020.08
    MFS International Small Cap CIT-Class 40.000.00

    Foreign Small/Mid Growth5 year gross return5 year net return
    The Boston International Small Cap CF4.073.09
    UBS: Global (ex-US) Small Cap Growth CF2.111.00
    Keybank EB Intl SMID Cap Fund-1.37-2.36
    Keybank EB Intl Small Cap Fund-3.14-4.11
    MFS International Small Cap CIT-Class 10.000.00
    MFS International Small Cap CIT-Class 40.000.00

    Europe Stock1 year gross return1 year net return
    Pyramis Europe Growth Pool19.5418.72

    Europe Stock5 year gross return5 year net return
    Pyramis Europe Growth Pool-0.10-0.79

    Pacific/Asia ex-Japan Stk1 year gross return1 year net return
    Edgbaston Asia Pacific ex-Japan Equity18.9617.50

    Pacific/Asia ex-Japan Stk5 year gross return5 year net return
    Edgbaston Asia Pacific ex-Japan Equity0.000.00

    Diversified Emerging Mkts1 year gross return1 year net return
    William Emerging Markets Growth CIT7.576.51
    Eaton Vance Structured Emerging Mkts CIT6.195.46
    Templeton Intl Emg Mkt CF5.364.36
    City of London Global Emg Mkts Fund5.243.94
    LSV Asset Mgt Emg Mkts Val Eq Fund LP5.184.17
    KBI Instl Dividend Plus Emg Mkts Fd4.643.97
    Blackrock MSCI Emg Mrkt Free Idx2.772.57
    QMA Emerging Markets Core Equity Fund2.391.73
    BlackRock Emerging Markets Eq Idx Fd 01.551.50
    BlackRock Emerging Markets Eq Idx Fd 61.551.44

    Diversified Emerging Mkts5 year gross return5 year net return
    LSV Asset Mgt Emg Mkts Val Eq Fund LP4.683.68
    Templeton Intl Emg Mkt CF2.451.22
    Eaton Vance Structured Emerging Mkts CIT1.510.95
    QMA Emerging Markets Core Equity Fund0.47-0.28
    The Boston Emerging Markets Equity CF0.29-0.81
    BlackRock Emerging Markets Eq Idx Fd 0-0.41-0.42
    BlackRock Emerging Markets Eq Idx Fd 96-0.44-1.40
    BlackRock Emerging Markets Eq Idx Fd 31-0.46-0.78
    BlackRock Emerging Markets Eq Idx Fd 46-0.46-0.92
    BlackRock Emerging Markets Eq Idx Fd 8-0.48-0.57

    Global Real Estate1 year gross return1 year net return
    Invesco Global ex-US REITs Trust20.6117.84
    Blackrock Ex-US Real Estate Idx18.5718.34
    DeAWM RREEF Glbl Real Est Sec CF-A14.6414.64
    DeAWM RREEF Glbl Real Est Sec CoFund14.6414.64
    Invesco Global REITs Trust14.5112.61
    Presima Concentrated Composite13.9513.93
    Urdang Global REIT CIT13.7313.73
    presima Concentrated Taxable Fund13.5513.41
    AEW Gl Property Secs Master Tr-DC Plan A0.0013.86
    AEW Gl Property Securities Master Tr-Agg0.0013.76

    Global Real Estate5 year gross return5 year net return
    Presima Concentrated Composite6.256.21
    presima Concentrated Taxable Fund5.655.61
    Invesco Global REITs Trust4.993.97
    Blackrock Ex-US Real Estate Idx2.742.53
    Invesco Global ex-US REITs Trust0.000.00
    DeAWM RREEF Glbl Real Est Sec CF-A0.000.00
    DeAWM RREEF Glbl Real Est Sec CoFund0.000.00
    AEW Gl Property Secs Master Tr-DC Plan A0.000.00
    AEW Gl Property Securities Master Tr-Agg0.000.00
    FMT/DFA Int'l Real Estate Securities R10.000.00

    World Bond1 year gross return1 year net return
    Franklin Templeton Global Bond Plus (CF)7.897.34
    Brandywine Intl Opportunistic Fxd BIT5.735.16
    Brandywine Global Opportun Fxd BGIMT5.134.55
    Brandywine International Fixed Inc BIT4.994.41
    Brandywine Global Fixed Income BIT4.283.71
    Brandywine Global Fixed Income GT4.013.44
    Brandywine Global Fixed Income BGIMT3.913.45
    Rogge Glbl Intl Fix-Inc Unhedged CF-5.24-5.57
    FMT/Templeton International Bond Fund R10.004.56
    FMT/DFA Five-Year Global F/I R10.000.57

    World Bond5 year gross return5 year net return
    Brandywine Global Opportun Fxd BGIMT8.437.84
    Brandywine Global Fixed Income BIT8.137.54
    Brandywine Global Fixed Income GT8.067.47
    Brandywine Global Fixed Income BGIMT7.987.50
    Brandywine Intl Opportunistic Fxd BIT7.206.62
    Brandywine International Fixed Inc BIT6.606.01
    Rogge Glbl Intl Fix-Inc Unhedged CF3.072.59
    Franklin Templeton Global Bond Plus (CF)0.000.00
    FMT/Templeton International Bond Fund R10.000.00
    FMT/DFA Five-Year Global F/I R10.003.78

    High Yield Bond1 year gross return1 year net return
    Brandywine Global Credit Opportun BIT11.749.81
    JPMCB High Yield Fund - CF9.959.46
    Neuberger Berman High Yield Fund LLC9.168.55
    Fort Washington High Yield Fixed Inc CF8.267.68
    Pyramis High Yield Core Institutional CF8.077.53
    Wellington CIF II High Yield Bond S18.007.53
    Rogge Selective Global High Yield6.766.26
    Shenkman Capital Mgt Primus HighYield CF6.755.88
    Shenkman Capital Four Pts Multi-Strat Fd0.000.00
    FMT/Delaware High Yield Opportunity R10.0010.20

    High Yield Bond5 year gross return5 year net return
    Neuberger Berman High Yield Fund LLC12.1211.51
    Fort Washington High Yield Fixed Inc CF10.7610.18
    JPMCB High Yield Fund - CF10.329.79
    Pyramis High Yield Core Institutional CF9.428.88
    Shenkman Capital Mgt Primus HighYield CF9.368.44
    Shenkman Capital Four Pts Multi-Strat Fd0.000.00
    FMT/Delaware High Yield Opportunity R10.009.09
    Brandywine Global Credit Opportun BIT0.000.00
    Transamerica High Yield Bond - CTF0.000.00
    FMT/Pimco High Yield R10.008.38

    Intermediate Government1 year gross return1 year net return
    Wells Fargo/BlackRock Int Gv/Cr Bd Idx N4.490.26
    AFL-CIO Housing Inv Trust AFL-CIO CF-0.66-1.05
    Pyramis Mortgage-Backed Securities CIT-0.70-0.95
    Pyramis Mortgage-Backed Securities-0.99-1.26
    RiverSource Trust Government Income0.00-1.00
    FMT US Government Securities R10.00-1.18
    FMT/Vanguard GNMA R10.00-2.39

    Intermediate Government5 year gross return5 year net return
    Wells Fargo/BlackRock Int Gv/Cr Bd Idx N5.784.62
    AFL-CIO Housing Inv Trust AFL-CIO CF5.655.20
    Pyramis Mortgage-Backed Securities5.425.13
    Pyramis Mortgage-Backed Securities CIT5.154.89
    RiverSource Trust Government Income0.004.49
    FMT US Government Securities R10.003.01
    FMT/Vanguard GNMA R10.004.51

    Intermediate-Term Bond1 year gross return1 year net return
    Goldman Sachs US Core Plus FI CIT7.137.12
    Wells Fargo/BlackRock Bond Index CIT N5.70-0.54
    Wells Fargo/BlackRock U.S. Agg Bd Idx N5.24-0.56
    CS McKee Aggregate Fixed Income CIT4.05-0.44
    SMA Bond Index Fund4.02-1.06
    ING Core Plus Fixed Income CIT3.022.68
    Invesco Core Plus Fixed Income Trust2.432.08
    Schwab Instl Core Plus FI Tr Fd III1.891.56
    Schwab Instl Core Plus FI Tr Fd I1.891.33
    Pyramis Core Plus Pool1.381.07

    Intermediate-Term Bond5 year gross return5 year net return
    Goldman Sachs US Core Plus FI CIT7.997.94
    Pyramis Core Plus Pool7.256.95
    JPMorgan Core Bond Fund - CF7.056.60
    Christian Bros Intrm Divers Bond Class B7.046.56
    Christian Bros Intrm Divers Bond Class A7.046.39
    ING Core Plus Fixed Income CIT6.756.00
    Wells Fargo/BlackRock Bond Index CIT N6.745.37
    Wells Fargo/BlackRock U.S. Agg Bd Idx N6.575.22
    Associated PT Interm Term Bond Fund6.496.49
    Associated Interm-Term Bond Fund6.386.38

    Short Government1 year gross return1 year net return
    Smith Breeden High Credit Qual Short Dur0.780.66
    Blackrock 1-3 Yr Govt Bond Idx CF0.440.39
    BlackRock 1-3 Year Gov Bd Idx Fd 60.170.04
    BlackRock 1-3 Year Gov Bd Idx Fd 80.170.02
    BlackRock 1-3 Year Gov Bd Idx Fd 310.17-0.21
    BlackRock 1-3 Year Gov Bd Idx Fd 460.17-0.36
    BlackRock 1-3 Year Gov Bd Idx Fd 960.17-0.85
    Riversource Trust Short Dur US Gov Fd I0.000.13
    Riversource Trust Short Dur US Gov Fd II0.00-0.28

    Short Government5 year gross return5 year net return
    Smith Breeden High Credit Qual Short Dur2.352.04
    Blackrock 1-3 Yr Govt Bond Idx CF2.182.12
    BlackRock 1-3 Year Gov Bd Idx Fd 961.830.84
    BlackRock 1-3 Year Gov Bd Idx Fd 461.801.32
    BlackRock 1-3 Year Gov Bd Idx Fd 61.791.71
    BlackRock 1-3 Year Gov Bd Idx Fd 81.791.69
    BlackRock 1-3 Year Gov Bd Idx Fd 311.791.46
    Riversource Trust Short Dur US Gov Fd I0.003.71
    Riversource Trust Short Dur US Gov Fd II0.003.29

    Short-Term Bond1 year gross return1 year net return
    Amalgamated Ultra Construction Loan12.6411.53
    Western Asset Core Plus Bond CIF Class 11.661.31
    Christian Bros CUIT Short Bond Fund1.541.13
    Pyramis Short Duration Pool1.261.00
    ING Core Short Duration CIT1.240.93
    Associated PT Short Term Bond Fund0.400.40
    WTFSC Short Duration Portfolio Cl 00.380.30
    Associated Short Term Bond Fund0.330.33
    Transamerica High Quality Bond - CTF0.001.48
    FMT/DFA Short-Term Extended Quality R10.000.71

    Short-Term Bond5 year gross return5 year net return
    Western Asset Core Plus Bond CIF Class 17.136.76
    WTFSC Short Duration Portfolio Cl 04.304.22
    Christian Bros CUIT Short Bond Fund3.413.03
    Pyramis Short Duration Pool2.882.63
    Associated PT Short Term Bond Fund2.542.54
    Associated Short Term Bond Fund2.452.45
    ING Core Short Duration CIT2.412.11
    Amalgamated Ultra Construction Loan-10.93-11.55
    Transamerica High Quality Bond - CTF0.000.00
    FMT/DFA Short-Term Extended Quality R10.000.00

    Ultrashort Bond1 year gross return1 year net return
    Pyramis Leveraged Loan Pool9.909.35
    FMT/DFA One-Year F/I R10.000.12
    FMT/SSGA Prime Money Market R10.00-0.31
    FMT/SSGA U.S. Treasury Money Market R10.00-0.39

    Ultrashort Bond5 year gross return5 year net return
    Pyramis Leveraged Loan Pool8.608.06
    FMT/DFA One-Year F/I R10.001.03
    FMT/SSGA Prime Money Market R10.000.00
    FMT/SSGA U.S. Treasury Money Market R10.00-0.28

    Long Government1 year gross return1 year net return
    Wells Fargo Liability Driven Sol I F1.831.83
    Wells Fargo Liability Driven Sol II F-3.62-3.62
    SSgA Long US Gov Index Class A-6.43-8.18
    Blackrock Long Govt Bond Idx Fund CF-8.01-8.05
    Mellon Cap EB LT Gov't Bond Index Fund-8.20-8.23
    Blackrock 20+ Treas Bond Idx CF-9.26-9.30

    Long Government5 year gross return5 year net return
    Blackrock Long Govt Bond Idx Fund CF7.667.60
    Blackrock 20+ Treas Bond Idx CF7.647.58
    Mellon Cap EB LT Gov't Bond Index Fund7.467.41
    Wells Fargo Liability Driven Sol I F0.000.00
    Wells Fargo Liability Driven Sol II F0.000.00
    SSgA Long US Gov Index Class A0.007.56

    Long-Term Bond1 year gross return1 year net return
    Wells Fargo Core Bond CIT N7.950.12
    Brandes Core Plus Fixed Income Fund 24.283.84
    Brandes Core Plus Fixed Income Fund 14.273.96
    Brandes Core Plus Fixed Income Fund 44.243.44
    Brandes Core Plus Fixed Income Fund 34.243.17
    Brandes Core Plus Fixed Income Fund 54.083.17
    WTFSC Strategic Bond Portfolio Cl 01.931.84
    WTFSC Strategic Bond Portfolio Cl R1.851.42
    WTFSC Fixed Income Index Portfolio Cl 0-0.84-0.92
    WTFSC Fixed Income Index Portfolio Cl 45-0.93-1.55

    Long-Term Bond5 year gross return5 year net return
    WTFSC Long Duration Portfolio Cl 010.5610.48
    Pyramis Long Duration CIT9.809.63
    Blackrock Long Corp Bond Idx CF9.139.03
    Mellon Cap EB LT Credit Bond Index Fund9.089.00
    Wells Fargo Core Bond CIT N8.066.49
    WTFSC Strategic Bond Portfolio Cl 07.066.96
    WTFSC Fixed Income Index Portfolio Cl 05.295.21
    Brandes Core Plus Fixed Income Fund 10.000.00
    Brandes Core Plus Fixed Income Fund 20.000.00
    Brandes Core Plus Fixed Income Fund 40.000.00

    Multisector Bond1 year gross return1 year net return
    Navigator Fixed Income Fund 32.390.59
    Navigator Fixed Income Fund 62.361.59
    Navigator Fixed Income Fund 52.351.32
    Navigator Fixed Income Fund 12.351.07
    Navigator Fixed Income Fund 42.210.85
    Pyramis Investment Grade Credit Rep1.511.26
    Wellington CIF II Core Bond Plus1.260.94
    PGI Multi-Sector Fixed Income Fund1.211.21
    BlackRock CorePlus Bond Fund0.890.89
    Wellington CIF II Core Bond S10.690.42

    Multisector Bond5 year gross return5 year net return
    Navigator Fixed Income Fund 38.396.63
    Navigator Fixed Income Fund 58.167.21
    Wellington CIF II Core Bond Plus7.667.07
    BlackRock CorePlus Bond Fund7.517.51
    Wellington CIF II Core Bond S16.796.51
    Pyramis Broad Market Duration Pool6.766.49
    Blackrock CoreActive Bond Fund6.516.37
    Navigator Fixed Income Fund 60.000.00
    Pyramis Investment Grade Credit Rep0.000.00
    PGI Multi-Sector Fixed Income Fund0.000.00

    Convertibles1 year gross return1 year net return
    Keybank EB Convtb Sec Fund14.2313.44
    Shenkman Capital Mgt Gamma Convert Fund10.679.79
    Advent Phoenix Convert Income Fund CIT0.000.00

    Convertibles5 year gross return5 year net return
    Shenkman Capital Mgt Gamma Convert Fund10.169.12
    Keybank EB Convtb Sec Fund4.093.36
    Advent Phoenix Convert Income Fund CIT0.000.00

    High Yield Bond1 year gross return1 year net return
    Brandywine Global Credit Opportun BIT11.749.81
    JPMCB High Yield Fund - CF9.959.46
    Neuberger Berman High Yield Fund LLC9.168.55
    Fort Washington High Yield Fixed Inc CF8.267.68
    Pyramis High Yield Core Institutional CF8.077.53
    Wellington CIF II High Yield Bond S18.007.53
    Rogge Selective Global High Yield6.766.26
    Shenkman Capital Mgt Primus HighYield CF6.755.88
    Shenkman Capital Four Pts Multi-Strat Fd0.000.00
    FMT/Delaware High Yield Opportunity R10.0010.20

    High Yield Bond5 year gross return5 year net return
    Neuberger Berman High Yield Fund LLC12.1211.51
    Fort Washington High Yield Fixed Inc CF10.7610.18
    JPMCB High Yield Fund - CF10.329.79
    Pyramis High Yield Core Institutional CF9.428.88
    Shenkman Capital Mgt Primus HighYield CF9.368.44
    Shenkman Capital Four Pts Multi-Strat Fd0.000.00
    FMT/Delaware High Yield Opportunity R10.009.09
    Brandywine Global Credit Opportun BIT0.000.00
    Transamerica High Yield Bond - CTF0.000.00
    FMT/Pimco High Yield R10.008.38

    Intermediate Government1 year gross return1 year net return
    Wells Fargo/BlackRock Int Gv/Cr Bd Idx N4.490.26
    AFL-CIO Housing Inv Trust AFL-CIO CF-0.66-1.05
    Pyramis Mortgage-Backed Securities CIT-0.70-0.95
    Pyramis Mortgage-Backed Securities-0.99-1.26
    RiverSource Trust Government Income0.00-1.00
    FMT US Government Securities R10.00-1.18
    FMT/Vanguard GNMA R10.00-2.39

    Intermediate Government5 year gross return5 year net return
    Wells Fargo/BlackRock Int Gv/Cr Bd Idx N5.784.62
    AFL-CIO Housing Inv Trust AFL-CIO CF5.655.20
    Pyramis Mortgage-Backed Securities5.425.13
    Pyramis Mortgage-Backed Securities CIT5.154.89
    RiverSource Trust Government Income0.004.49
    FMT US Government Securities R10.003.01
    FMT/Vanguard GNMA R10.004.51

    Intermediate-Term Bond1 year gross return1 year net return
    Goldman Sachs US Core Plus FI CIT7.137.12
    Wells Fargo/BlackRock Bond Index CIT N5.70-0.54
    Wells Fargo/BlackRock U.S. Agg Bd Idx N5.24-0.56
    CS McKee Aggregate Fixed Income CIT4.05-0.44
    SMA Bond Index Fund4.02-1.06
    ING Core Plus Fixed Income CIT3.022.68
    Invesco Core Plus Fixed Income Trust2.432.08
    Schwab Instl Core Plus FI Tr Fd III1.891.56
    Schwab Instl Core Plus FI Tr Fd I1.891.33
    Pyramis Core Plus Pool1.381.07

    Intermediate-Term Bond5 year gross return5 year net return
    Goldman Sachs US Core Plus FI CIT7.997.94
    Pyramis Core Plus Pool7.256.95
    JPMorgan Core Bond Fund - CF7.056.60
    Christian Bros Intrm Divers Bond Class B7.046.56
    Christian Bros Intrm Divers Bond Class A7.046.39
    ING Core Plus Fixed Income CIT6.756.00
    Wells Fargo/BlackRock Bond Index CIT N6.745.37
    Wells Fargo/BlackRock U.S. Agg Bd Idx N6.575.22
    Associated PT Interm Term Bond Fund6.496.49
    Associated Interm-Term Bond Fund6.386.38

    Short Government1 year gross return1 year net return
    Smith Breeden High Credit Qual Short Dur0.780.66
    Blackrock 1-3 Yr Govt Bond Idx CF0.440.39
    BlackRock 1-3 Year Gov Bd Idx Fd 60.170.04
    BlackRock 1-3 Year Gov Bd Idx Fd 80.170.02
    BlackRock 1-3 Year Gov Bd Idx Fd 310.17-0.21
    BlackRock 1-3 Year Gov Bd Idx Fd 460.17-0.36
    BlackRock 1-3 Year Gov Bd Idx Fd 960.17-0.85
    Riversource Trust Short Dur US Gov Fd I0.000.13
    Riversource Trust Short Dur US Gov Fd II0.00-0.28

    Short Government5 year gross return5 year net return
    Smith Breeden High Credit Qual Short Dur2.352.04
    Blackrock 1-3 Yr Govt Bond Idx CF2.182.12
    BlackRock 1-3 Year Gov Bd Idx Fd 961.830.84
    BlackRock 1-3 Year Gov Bd Idx Fd 461.801.32
    BlackRock 1-3 Year Gov Bd Idx Fd 61.791.71
    BlackRock 1-3 Year Gov Bd Idx Fd 81.791.69
    BlackRock 1-3 Year Gov Bd Idx Fd 311.791.46
    Riversource Trust Short Dur US Gov Fd I0.003.71
    Riversource Trust Short Dur US Gov Fd II0.003.29

    Short-Term Bond1 year gross return1 year net return
    Amalgamated Ultra Construction Loan12.6411.53
    Western Asset Core Plus Bond CIF Class 11.661.31
    Christian Bros CUIT Short Bond Fund1.541.13
    Pyramis Short Duration Pool1.261.00
    ING Core Short Duration CIT1.240.93
    Associated PT Short Term Bond Fund0.400.40
    WTFSC Short Duration Portfolio Cl 00.380.30
    Associated Short Term Bond Fund0.330.33
    Transamerica High Quality Bond - CTF0.001.48
    FMT/DFA Short-Term Extended Quality R10.000.71

    Short-Term Bond5 year gross return5 year net return
    Western Asset Core Plus Bond CIF Class 17.136.76
    WTFSC Short Duration Portfolio Cl 04.304.22
    Christian Bros CUIT Short Bond Fund3.413.03
    Pyramis Short Duration Pool2.882.63
    Associated PT Short Term Bond Fund2.542.54
    Associated Short Term Bond Fund2.452.45
    ING Core Short Duration CIT2.412.11
    Amalgamated Ultra Construction Loan-10.93-11.55
    Transamerica High Quality Bond - CTF0.000.00
    FMT/DFA Short-Term Extended Quality R10.000.00

    Ultrashort Bond1 year gross return1 year net return
    Pyramis Leveraged Loan Pool9.909.35
    FMT/DFA One-Year F/I R10.000.12
    FMT/SSGA Prime Money Market R10.00-0.31
    FMT/SSGA U.S. Treasury Money Market R10.00-0.39

    Ultrashort Bond5 year gross return5 year net return
    Pyramis Leveraged Loan Pool8.608.06
    FMT/DFA One-Year F/I R10.001.03
    FMT/SSGA Prime Money Market R10.000.00
    FMT/SSGA U.S. Treasury Money Market R10.00-0.28

    Long Government1 year gross return1 year net return
    Wells Fargo Liability Driven Sol I F1.831.83
    Wells Fargo Liability Driven Sol II F-3.62-3.62
    SSgA Long US Gov Index Class A-6.43-8.18
    Blackrock Long Govt Bond Idx Fund CF-8.01-8.05
    Mellon Cap EB LT Gov't Bond Index Fund-8.20-8.23
    Blackrock 20+ Treas Bond Idx CF-9.26-9.30

    Long Government5 year gross return5 year net return
    Blackrock Long Govt Bond Idx Fund CF7.667.60
    Blackrock 20+ Treas Bond Idx CF7.647.58
    Mellon Cap EB LT Gov't Bond Index Fund7.467.41
    Wells Fargo Liability Driven Sol I F0.000.00
    Wells Fargo Liability Driven Sol II F0.000.00
    SSgA Long US Gov Index Class A0.007.56

    Long-Term Bond1 year gross return1 year net return
    Wells Fargo Core Bond CIT N7.950.12
    Brandes Core Plus Fixed Income Fund 24.283.84
    Brandes Core Plus Fixed Income Fund 14.273.96
    Brandes Core Plus Fixed Income Fund 44.243.44
    Brandes Core Plus Fixed Income Fund 34.243.17
    Brandes Core Plus Fixed Income Fund 54.083.17
    WTFSC Strategic Bond Portfolio Cl 01.931.84
    WTFSC Strategic Bond Portfolio Cl R1.851.42
    WTFSC Fixed Income Index Portfolio Cl 0-0.84-0.92
    WTFSC Fixed Income Index Portfolio Cl 45-0.93-1.55

    Long-Term Bond5 year gross return5 year net return
    WTFSC Long Duration Portfolio Cl 010.5610.48
    Pyramis Long Duration CIT9.809.63
    Blackrock Long Corp Bond Idx CF9.139.03
    Mellon Cap EB LT Credit Bond Index Fund9.089.00
    Wells Fargo Core Bond CIT N8.066.49
    WTFSC Strategic Bond Portfolio Cl 07.066.96
    WTFSC Fixed Income Index Portfolio Cl 05.295.21
    Brandes Core Plus Fixed Income Fund 10.000.00
    Brandes Core Plus Fixed Income Fund 20.000.00
    Brandes Core Plus Fixed Income Fund 40.000.00

    Multisector Bond1 year gross return1 year net return
    Navigator Fixed Income Fund 32.390.59
    Navigator Fixed Income Fund 62.361.59
    Navigator Fixed Income Fund 52.351.32
    Navigator Fixed Income Fund 12.351.07
    Navigator Fixed Income Fund 42.210.85
    Pyramis Investment Grade Credit Rep1.511.26
    Wellington CIF II Core Bond Plus1.260.94
    PGI Multi-Sector Fixed Income Fund1.211.21
    BlackRock CorePlus Bond Fund0.890.89
    Wellington CIF II Core Bond S10.690.42

    Multisector Bond5 year gross return5 year net return
    Navigator Fixed Income Fund 38.396.63
    Navigator Fixed Income Fund 58.167.21
    Wellington CIF II Core Bond Plus7.667.07
    BlackRock CorePlus Bond Fund7.517.51
    Wellington CIF II Core Bond S16.796.51
    Pyramis Broad Market Duration Pool6.766.49
    Blackrock CoreActive Bond Fund6.516.37
    Navigator Fixed Income Fund 60.000.00
    Pyramis Investment Grade Credit Rep0.000.00
    PGI Multi-Sector Fixed Income Fund0.000.00

    Inflation-Protected Bond1 year gross return1 year net return
    Wellington CIF II Real Total Return3.743.73
    Wellington CIF II TIPS S1-3.16-3.27
    Blackrock US TIPS (For DC)-4.72-4.76
    SSgA U.S. Inflation Protect Bond Idx A-4.79-4.82
    PIMCO Diversified Real Asset CIT0.00-1.49
    PIMCO Real Return Collective Trust II0.00-5.41
    FMT/Vanguard Inflation Protected Bond R10.00-5.49

    Inflation-Protected Bond5 year gross return5 year net return
    Wellington CIF II Real Total Return6.956.69
    Blackrock US TIPS (For DC)4.484.44
    SSgA U.S. Inflation Protect Bond Idx A4.354.34
    PIMCO Diversified Real Asset CIT0.000.00
    Wellington CIF II TIPS S10.000.00
    PIMCO Real Return Collective Trust II0.000.00
    FMT/Vanguard Inflation Protected Bond R10.000.00

    Stable Value1 year gross return1 year net return
    IBEW NECA Stable Value Tr Bas Category2.952.21
    Fiduciary Capital Preservation Plus Fund2.552.20
    Galliard Retirement Income Fund 852.541.68
    WTRISC CIT III for Metlife GAC 25554 952.521.50
    Wells Fargo Stable Value Fund D (MIF 25)2.512.23
    Galliard Retirement Income Fund 602.511.90
    WTRISC CIT III for Metlife GAC 25554 75A2.511.69
    WTRISC CIT III for Metlife GAC 25554 752.511.69
    WTRISC CIT III for Metlife GAC 25554 802.511.65
    WTRISC CIT III for Metlife GAC 25554 M2.511.60

    Stable Value5 year gross return5 year net return
    IBEW NECA Stable Value Tr Bas Category3.833.34
    Galliard Retirement Income Fund 853.692.82
    Wells Fargo Stable Value Fund D (MIF 25)3.653.39
    Galliard Retirement Income Fund 603.653.03
    Galliard Managed Income Fund3.643.38
    Galliard Retirement Income Fund 453.643.18
    Galliard Retirement Income Fund 353.633.27
    Fiduciary Capital Preservation Plus Fund3.543.18
    Putnam Stable Value Fund: 100bps3.382.35
    Putnam Stable Value Fund: 15bps3.373.21

    Emerging Markets Bond1 year gross return1 year net return
    Pyramis Emerging Market Debt Pool5.955.27
    UBS: Emerging Markets Debt CF1.901.28
    TCW Emerging Mkts Fxd Inc Collective Tr0.006.61
    TCW Emerging Markets Fixed Income Cl D0.006.43
    MFS Emerging Markets Debt CIT0.002.87
    PIMCO Emerging Markets Currency CIT0.001.97

    Emerging Markets Bond5 year gross return5 year net return
    Pyramis Emerging Market Debt Pool10.699.97
    TCW Emerging Mkts Fxd Inc Collective Tr0.000.00
    TCW Emerging Markets Fixed Income Cl D0.000.00
    MFS Emerging Markets Debt CIT0.000.00
    PIMCO Emerging Markets Currency CIT0.000.00
    UBS: Emerging Markets Debt CF0.000.00

    World Allocation1 year gross return1 year net return
    SSgA Global Equity ex US Idx NL Fd Cl A13.3813.38
    WTFSC Multi-Asset Portfolio Cl 012.8712.79
    Navigator Growth Fund 312.1510.29
    WTFSC Global Securities Portfolio Cl 011.8411.67
    Navigator Growth Fund 111.8210.51
    Navigator Growth Fund 411.8010.22
    Navigator Growth Fund 511.7510.72
    Navigator Growth Fund 611.7010.95
    Evaluator Tactical Manager CRP II9.179.17
    Wellington Opportunistic Investment7.766.59

    World Allocation5 year gross return5 year net return
    AQR Capital Global Risk Premium 12Vol10.099.57
    AQR Capital Global Risk Premium 10Vol8.508.07
    Navigator Conserv Growth (w/Sentry) Fd 34.092.28
    Navigator Conserv Growth (w/Sentry) Fd 54.053.01
    WTFSC Multi-Asset Portfolio Cl 03.663.61
    Navigator Growth Fund 33.551.74
    Wellington Opportunistic Investment3.393.70
    WTFSC Global Securities Portfolio Cl 03.373.26
    Navigator Growth Fund 52.581.54
    Navigator Moderate Growth(w sentry) Fd 30.78-0.98

    Conservative Allocation1 year gross return1 year net return
    Associated ASAP2 Growth Strat18.5818.58
    Associated ASAP2 Aggressive Growth Strat17.7017.70
    Associated ASAP2 Conserv Growth Strat15.4015.40
    TD Retire Advocate Moderately Agrsv Fund14.3014.30
    Evaluator Moderate CRP12.6812.68
    Associated ASAP2 Balanced Growth Strat12.5812.58
    Associated ASAP2 Balanced Strategy9.949.94
    Manning & Napier Pro-Mix Modrte Term S9.749.74
    Evaluator Conservative CRP II7.957.95
    Associated Conserv Balanced LifeStage7.587.58

    Conservative Allocation5 year gross return5 year net return
    TD AMERITRADE Mgd Rtrment Consv Cl I6.346.34
    Manning & Napier Pro-Mix Consrv Term S6.176.17
    TD AMERITRADE Mgd Rtrment Consv II6.086.08
    Manning & Napier Pro-Mix Modrte Term S6.026.02
    Associated ASAP2 Aggressive Growth Strat6.006.00
    Associated ASAP2 Growth Strat5.835.83
    Associated ASAP2 Conserv Growth Strat5.705.70
    Associated Conserv Balanced LifeStage5.555.55
    Associated ASAP2 Balanced Growth Strat5.545.54
    Associated ASAP2 Balanced Strategy5.235.23

    Moderate Allocation1 year gross return1 year net return
    WTFSC Strategic Balanced Portfolio Cl 020.2620.16
    TD Retirement Advocate Aggressive Fund18.0518.05
    Christian Bros CUIT Balanced Fund17.2816.17
    First Trust Counter Infl Portfolio, R116.53-6.87
    First Trust Counter Infl Portfolio, R215.96-7.36
    First Trust Counter Infl Portfolio, R315.63-7.32
    WTFSC US Allocation Portfolio Cl 014.1514.02
    WTFSC US Allocation Portfolio Cl R14.0913.44
    Stadion Moderate Growth Fund CL 613.7413.19
    Stadion Moderate Growth Fund CL 113.7312.95

    Moderate Allocation5 year gross return5 year net return
    WTFSC Strategic Balanced Portfolio Cl 08.198.11
    Christian Bros CUIT Balanced Fund8.127.21
    WTFSC Balanced Portfolio Cl 07.547.46
    SSgA Tactical Balanced Growth SL Fund6.556.39
    TD AMERITRADE Mgd Rtrmnt Bal Cl I6.426.42
    Manning & Napier Pro-Mix Extend Term S6.376.37
    Associated Growth Balanced LifeStage6.356.35
    TD Ameritrade Mgd Rtrmnt Mod Cl I6.226.22
    TD AMERITRADE Mgd Rtrmnt Bal Cl II6.166.16
    Associated Balanced LifeStage6.156.15

    Target Date 2000-20101 year gross return1 year net return
    Callan Glidepath 2010 Fund 7012.3111.38
    Callan Glidepath 2010 Fund 8512.3111.21
    Callan Glidepath 2010 Fund 2512.2711.84
    Callan Glidepath 2010 Fund 2012.2511.87
    Callan Glidepath 2010 Fund 012.2412.08
    Principal Lifetime 2010 CIT10.7910.79
    Callan Glidepath 2005 Fund 2510.109.37
    Callan Glidepath 2005 Fund 2010.099.40
    Wellington Trust Target 20109.198.49
    First Trust-Target Date Fund 2010, R19.073.09

    Target Date 2000-20105 year gross return5 year net return
    SSgA Target Retirement 2010 Fund Class I6.386.20
    Manning & Napier RT 2010 CIT Class I5.935.93
    Manning & Napier RT 2010 CIT Class S5.645.64
    Callan Glidepath 2010 Fund 255.545.24
    Callan Glidepath 2010 Fund 205.535.28
    Pyramis Active Lifecycle 20105.514.84
    The Vanguard Target Retire 2010 Trust I5.495.45
    The Vanguard Target Retire-2010 Trust II5.465.40
    Schwab Managed Retirement Tr Fd 2010 III5.264.69
    Schwab Managed Retirement Tr Fd 2010 II5.264.55

    Target Date 2011-20151 year gross return1 year net return
    Putnam Retirement Advantage 2015: II21.1820.47
    Callan Glidepath 2015 Fund 2513.7913.41
    Callan Glidepath 2015 Fund 8513.7912.75
    Callan Glidepath 2015 Fund 013.7113.63
    Callan Glidepath 2015 Fund 2013.7113.41
    Callan Glidepath 2015 Fund 7013.6312.76
    Principal Trust Target 2015 I10.4910.47
    Principal Trust Target 2015 I1010.4910.46
    Principal Trust Target 2015 I2510.4910.15
    Principal Trust Target 2015 Fund R610.4910.11

    Target Date 2011-20155 year gross return5 year net return
    Putnam Retirement Advantage 2015: II7.847.19
    SSgA Target Retirement 2015 Fund Class I6.606.60
    Callan Glidepath 2015 Fund 255.645.35
    Putnam Retirement Advantage 2015: I5.635.10
    Callan Glidepath 2015 Fund 205.615.38
    The Vanguard Target Retire 2015 Trust I5.615.57
    The Vanguard Target Retire-2015 Trust II5.595.53
    Putnam Retirement Advantage 2015: IV5.544.59
    Pyramis Active Lifecycle 20155.304.63
    Schwab Managed Retirement Tr Fd 2015 I5.234.30

    Target Date 2016-20201 year gross return1 year net return
    Callan Glidepath 2020 Fund 2515.5515.19
    Callan Glidepath 2020 Fund 2015.5015.20
    Callan Glidepath 2020 Fund 8515.5014.53
    Callan Glidepath 2020 Fund 7015.4914.69
    Callan Glidepath 2020 Fund 015.4715.40
    Principal Lifetime 2020 CIT15.2715.27
    ING Target Solution Trust 203014.5214.14
    ING Target Solution Trust 2030 Class 414.2713.83
    First Trust-Target Date Fund 2020, R113.748.63
    First Trust-Target Date Fund 2020, R213.178.12

    Target Date 2016-20205 year gross return5 year net return
    SSgA Target Retirement 2020 Fund Class I6.806.80
    Manning & Napier RT 2020 CIT Class I6.366.36
    Manning & Napier RT 2020 CIT Class S6.076.07
    Putnam Retirement Advantage 2020: IV5.924.97
    Putnam Retirement Advantage 2020: I5.915.38
    Callan Glidepath 2020 Fund 255.755.47
    Callan Glidepath 2020 Fund 205.735.51
    Putnam Retirement Advantage 2020: II5.675.34
    The Vanguard Target Retire 2020 Trust I5.555.52
    The Vanguard Target Retire-2020 Trust II5.545.47

    Target Date 2021-20251 year gross return1 year net return
    Callan Glidepath 2025 Fund 8517.4216.36
    Callan Glidepath 2025 Fund 7017.4016.51
    Callan Glidepath 2025 Fund 2017.3217.02
    Callan Glidepath 2025 Fund 2517.3016.94
    Callan Glidepath 2025 Fund 017.2917.22
    Schwab Managed Retirement Tr Fd 2025 IV14.4813.93
    Schwab Managed Retirement Tr Fd 2025 II14.4813.67
    Schwab Managed Retirement Tr Fd 2025 I14.4813.50
    Schwab Managed Retirement Tr Fd 2025 III14.4813.85
    Principal Trust Target 2025 I13.5013.57

    Target Date 2021-20255 year gross return5 year net return
    SSgA Target Retirement 2025 Fund Class I6.706.70
    Callan Glidepath 2025 Fund 255.675.39
    Callan Glidepath 2025 Fund 205.615.38
    Comerica Destination Fund 2025 - Class A5.594.88
    Comerica Destination Fund 2025 Instl Cl5.505.50
    The Vanguard Target Retire 2025 Trust I5.475.43
    The Vanguard Target Retire 2025 Trust II5.465.39
    Schwab Managed Retirement Tr Fd 2025 II5.424.69
    Schwab Managed Retirement Tr Fd 2025 I5.424.50
    Schwab Managed Retirement Tr Fd 2025 III5.424.86

    Target Date 2026-20301 year gross return1 year net return
    Callan Glidepath 2030 Fund 8519.0317.94
    Callan Glidepath 2030 Fund 2519.0018.62
    Callan Glidepath 2030 Fund 2018.9318.61
    Callan Glidepath 2030 Fund 018.9018.81
    Callan Glidepath 2030 Fund 7018.7217.82
    Principal Lifetime 2030 CIT18.6318.63
    Wellington Trust Target 203016.2415.52
    Schwab Managed Retirement Tr Fd 2030 IV16.0115.48
    Schwab Managed Retirement Tr Fd 2030 III16.0115.39
    Schwab Managed Retirement Tr Fd 2030 II16.0115.23

    Target Date 2026-20305 year gross return5 year net return
    Manning & Napier RT 2030 CIT Class I6.866.86
    Manning & Napier RT 2030 CIT Class S6.536.53
    SSgA Target Retirement 2030 Fund Class I6.516.51
    Callan Glidepath 2030 Fund 255.725.44
    Callan Glidepath 2030 Fund 205.715.48
    The Vanguard Target Retire 2030 Trust I5.355.32
    Schwab Managed Retirement Tr Fd 2030 III5.354.79
    Schwab Managed Retirement Tr Fd 2030 II5.354.63
    Schwab Managed Retirement Tr Fd 2030 I5.354.41
    The Vanguard Target Retire 2030 Trust II5.325.26

    Target Date 2031-20351 year gross return1 year net return
    Callan Glidepath 2035 Fund 8519.8818.78
    Callan Glidepath 2035 Fund 7019.8418.91
    Callan Glidepath 2035 Fund 2519.7919.40
    Callan Glidepath 2035 Fund 2019.7619.43
    Callan Glidepath 2035 Fund 019.7219.63
    Schwab Managed Retirement Tr Fd 2035 IV17.4616.95
    Schwab Managed Retirement Tr Fd 2035 II17.4616.65
    Schwab Managed Retirement Tr Fd 2035 I17.4616.43
    Schwab Managed Retirement Tr Fd 2035 III17.4616.82
    Vanguard Target Retire Trust Plus 203516.1916.19

    Target Date 2031-20355 year gross return5 year net return
    SSgA Target Retirement 2035 Fund Class I6.076.07
    Callan Glidepath 2035 Fund 255.765.47
    Callan Glidepath 2035 Fund 205.745.51
    Comerica Destination Fund 2035 - Class A5.694.98
    Comerica Destination Fund 2035 Instl Cl5.665.66
    Schwab Managed Retirement Tr Fd 2035 II5.594.86
    Schwab Managed Retirement Tr Fd 2035 I5.594.66
    Schwab Managed Retirement Tr Fd 2035 III5.595.02
    The Vanguard Target Retire 2035 Trust I5.445.40
    The Vanguard Target Retire 2035 Trust II5.425.36

    Target Date 2036-20401 year gross return1 year net return
    Callan Glidepath 2040 Fund 7020.2819.30
    Callan Glidepath 2040 Fund 8520.2819.13
    Callan Glidepath 2040 Fund 2020.1919.81
    Callan Glidepath 2040 Fund 2520.1819.74
    Callan Glidepath 2040 Fund 020.1520.00
    Principal Lifetime 2040 CIT19.9819.98
    Wellington Trust Target 204018.8818.09
    Schwab Managed Retirement Tr Fd 2040 IV18.4117.86
    Schwab Managed Retirement Tr Fd 2040 III18.4117.78
    Schwab Managed Retirement Tr Fd 2040 II18.4117.58

    Target Date 2036-20405 year gross return5 year net return
    Manning & Napier RT 2040 CIT Class I6.566.56
    Manning & Napier RT 2040 CIT Class S6.226.22
    SSgA Target Retirement 2040 Fund Class I6.066.06
    Callan Glidepath 2040 Fund 255.725.42
    Callan Glidepath 2040 Fund 205.695.44
    The Vanguard Target Retire 2040 Trust I5.615.57
    The Vanguard Target Retire 2040 Trust II5.595.52
    Schwab Managed Retirement Tr Fd 2040 III5.384.84
    Schwab Managed Retirement Tr Fd 2040 II5.384.66
    Schwab Managed Retirement Tr Fd 2040 I5.384.46

    Target Date 2041-20451 year gross return1 year net return
    Callan Glidepath 2045 Fund 8520.2719.14
    Callan Glidepath 2045 Fund 2520.1919.77
    Callan Glidepath 2045 Fund 2020.1619.80
    Callan Glidepath 2045 Fund 020.1119.99
    Schwab Managed Retirement Tr Fd 2045 IV19.1018.58
    Schwab Managed Retirement Tr Fd 2045 II19.1018.25
    Schwab Managed Retirement Tr Fd 2045 III19.1018.44
    Schwab Managed Retirement Tr Fd 2045 I19.1018.09
    Schwab Indexed Retirement Tr Fd 2045 I17.4717.26
    ING Target Solution Trust 204517.1516.81

    Target Date 2041-20455 year gross return5 year net return
    SSgA Target Retirement 2045 Fund Class I6.106.08
    Comerica Destination Fund 2045 - Class A5.895.19
    Comerica Destination Fund 2045 Instl Cl5.875.87
    Callan Glidepath 2045 Fund 255.795.50
    Callan Glidepath 2045 Fund 205.765.52
    The Vanguard Target Retire 2045 Trust I5.615.56
    The Vanguard Target Retire 2045 Trust II5.585.52
    Schwab Managed Retirement Tr Fd 2045 II5.494.76
    Schwab Managed Retirement Tr Fd 2045 III5.494.91
    Schwab Managed Retirement Tr Fd 2045 I5.494.58

    Retirement Income1 year gross return1 year net return
    SSgA Target Retirement Income Fund Cl I7.384.91
    ING Target Solution Trust Income6.736.56
    Principal Lifetime Strategic Income CIT6.636.63
    Manning & Napier Income CIT Class I6.486.48
    ING Target Solution Trust Income Class 46.486.06
    Manning & Napier Income CIT Class S6.156.15
    Blackrock LifePath Retirement CF5.665.13
    Wellington Trust Target Retire Income5.565.10
    Schwab Managed Retirement Tr Fd Inc IV5.454.97
    Schwab Managed Retirement Tr Fd Inc III5.454.86

    Retirement Income5 year gross return5 year net return
    Manning & Napier Income CIT Class I6.346.34
    Manning & Napier Income CIT Class S6.066.06
    Blackrock LifePath Retirement CF5.865.33
    SSgA Target Retirement Income Fund Cl I5.695.39
    Schwab Managed Retirement Tr Fd Inc III5.494.92
    Schwab Managed Retirement Tr Fd Inc II5.494.76
    Schwab Managed Retirement Tr Fd Inc I5.494.55
    The Vanguard Target Retire Inc Trust I5.485.44
    The Vanguard Target Retire Incm Trust II5.395.39
    Blackrock - LifePath Idx Retirmt CF5.385.17
    Related Articles
    Diamond Hill Capital Management revamps executive ranks
    Recommended for You
    Core real estate fund returns show signs of stabilizing
    Core real estate fund returns show signs of stabilizing
    Active U.S. equity funds struggle to consistently outperform benchmarks
    Active U.S. equity funds struggle to consistently outperform benchmarks
    Endowments and foundations continue favoring alternative assets
    Endowments and foundations continue favoring alternative assets
    Sponsored
    White Papers
    The State of Lifetime Income Report
    The Next Wave of LDI Evolution
    Retirement security to future income wins, TIAA brings you the latest financial…
    U.S. Public Funds Top Performers: Q2 2024
    Generative AI Investing: Opportunities at a Key Tech Inflection Point
    Research for Institutional Money Management: Advancing Physical Risk Modelling,…
    View More
    Sponsored Content
    Partner Content
    The Industrialization of ESG Investment
    For institutional investors, ETFs can make meeting liquidity needs easier
    Gold: the most effective commodity investment
    2021 Investment Outlook | Investing Beyond the Pandemic: A Reset for Portfolios
    Ten ways retirement plan professionals add value to plan sponsors
    Gold: an efficient hedge
    View More
    E-MAIL NEWSLETTERS

    Sign up and get the best of News delivered straight to your email inbox, free of charge. Choose your news – we will deliver.

    Subscribe Today
    October 23, 2023 page one

    Get access to the news, research and analysis of events affecting the retirement and institutional money management businesses from a worldwide network of reporters and editors.

    Subscribe
    Connect With Us
    • RSS
    • Twitter
    • Facebook
    • LinkedIn

    Our Mission

    To consistently deliver news, research and analysis to the executives who manage the flow of funds in the institutional investment market.

    About Us

    Main Office
    685 Third Avenue
    Tenth Floor
    New York, NY 10017-4036

    Chicago Office
    130 E. Randolph St.
    Suite 3200
    Chicago, IL 60601

    Contact Us

    Careers at Crain

    About Pensions & Investments

     

    Advertising
    • Media Kit
    • P&I Custom Content
    • P&I Careers | Post a Job
    • Reprints & Permissions
    Resources
    • Subscribe
    • Newsletters
    • FAQ
    • P&I Research Center
    • Site map
    • Staff Directory
    Legal
    • Privacy Policy
    • Terms and Conditions
    • Privacy Request
    Pensions & Investments
    Copyright © 1996-2025. Crain Communications, Inc. All Rights Reserved.
    • Topics
      • Alternatives
      • Artificial Intelligence
      • CIOs
      • Consultants
      • Defined Contribution
      • ESG
      • Face to Face
      • Hedge Funds
      • Industry Voices
      • Investing
      • Money Management
      • Partner Content
      • Private Credit
      • Pension Funds
      • Private Equity
      • Real Estate
      • Regulation
      • Special Reports
      • Washington
      • White Papers
    • International
      • U.K.
      • Canada
      • Europe
      • Asia
      • Australia - New Zealand
      • Middle East
      • Latin America
      • Africa
    • Rankings & Awards
      • 1,000 Largest Retirement Plans
      • Top-Performing Managers
      • Largest Money Managers
      • DC Money Managers
      • DC Record Keepers
      • Largest Hedge Fund Managers
      • World's Largest Retirement Funds
      • Best Places to Work in Money Management
      • Excellence & Innovation Awards
      • WPS Innovation Awards
      • Influential Women in Institutional Investing 2024
      • Eddy Awards
    • Resource Guides
      • Active Thematic Global Equities
      • Retirement Income
      • Fixed Income
      • Pension Risk Transfer
      • Pooled Employer Plans (PEPs)
    • ETFs
      • Latest ETF News
      • Fund Screener
      • Education Center
      • Equities
      • Fixed Income
      • Commodities
      • Actively Managed
      • Alternatives
      • ESG Rated
    • ESG
      • Latest ESG News
      • The Institutional Investor’s Guide to ESG Investing
      • ESG Sustainability - Gaining Momentum
      • ESG Investing | Industry Brief
      • Innovation in ESG Investing
      • ESG Rated ETFs
      • Divestment Database
    • Defined Contribution
      • Latest DC News
      • The Plan Sponsor's Guide to Retirement Income
      • DC Money Manager Rankings
      • DC Record Keeper Rankings
      • Innovations in DC
      • DC Plan Design: Improving Participant Outcomes
    • Searches & Hires
      • Latest Searches & Hires News
      • Searches & Hires Database
      • RFPs
    • Research Center
      • The P&I Research Center
      • Earnings Tracker
      • Endowment Returns Tracker
      • Corporate Pension Contribution Tracker
      • Pension Fund Returns Tracker
      • Pension Risk Transfer Database
    • Careers
    • Events
      • View All Conferences
      • View All Webinars
    • Print