| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| M.D. Sass Svcs Relative Val Eq | 33.19 | 32.57 |
| Nuveen Concentrated Core SMA | 36.30 | 32.37 |
| JPMorgan Quantitative Enhanced Equity | 22.97 | 30.76 |
| Suffolk Capital Mgt Core Eq | 31.26 | 30.23 |
| Bowling Portfolio Mgt Lg-Cap Val | 31.31 | 30.21 |
| Oak Associates All Cap Core Growth | 30.84 | 30.06 |
| Todd Asset Mgmt Intrinsic Val Opport | 30.50 | 29.60 |
| Dana Catholic SRI Strategy | 29.54 | 28.86 |
| Jennison Opportunistic Equity | 29.25 | 28.84 |
| Leuthold Select Equities | 30.11 | 28.82 |
| Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO Fundamental IndexPLUS Abs Return | 35.84 | 34.79 |
| PIMCO StocksPLUS Absolute Return | 30.31 | 29.41 |
| Oak Associates All Cap Core Growth | 29.22 | 28.31 |
| Todd Asset Mgmt Intrinsic Val Opport | 28.55 | 27.66 |
| TCW MetWest AlphaTrak | 27.26 | 27.01 |
| RhumbLine S&P 500 Equal Weighted Index | 26.57 | 26.57 |
| PIMCO StocksPlus | 26.47 | 25.47 |
| ZPR EQTP S&P 500 | 27.33 | 25.14 |
| Smead Capital Appreciation | 25.98 | 25.12 |
| PSI Growth Plus Model | 28.25 | 24.90 |
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| GAMG US Mid Cap and Large Cap | 48.52 | 45.74 |
| Wellington All Cap Opportunities | 42.21 | 40.96 |
| DGHM UltraValue | 39.27 | 37.75 |
| RS Concentrated All-Cap Value | 37.92 | 36.57 |
| Appleton Group Wisconsin Select | 35.47 | 35.47 |
| The Boston US All Cap Opportunistic Eq | 35.91 | 34.99 |
| Glenmede Mid Cap Equity | 35.09 | 33.79 |
| Glenmede Smid Cap Core | 33.79 | 32.49 |
| Iridian Private Value/ Mid-Cap Equity | 33.06 | 32.15 |
| Wellington Select Capital Appreciation | 33.76 | 32.14 |
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| SouthernSun SMID Cap Composite | 34.44 | 33.74 |
| NewSouth Capital Mgt NSCM SMIDCap Val Eq | 31.72 | 30.92 |
| NB Rachlin Income Plus (PAM) | 31.09 | 29.96 |
| The Capital Mgt Corp SMID | 30.51 | 29.94 |
| Ariel Small/Mid Cap Value Product | 30.73 | 29.44 |
| Fairpointe Mid-Cap Core Equity | 30.35 | 29.24 |
| Ariel Mid-Cap Value | 29.97 | 28.68 |
| The Boston SMID Cap Opportunistic Value | 29.64 | 28.49 |
| NewSouth Capital Mgt NSCM Mid-Cap Val Eq | 28.90 | 28.25 |
| Wellington All Cap Opportunities | 29.23 | 28.14 |
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| HIS Upside Plus | 44.87 | 43.12 |
| NorthPointe Capital Micro Cap Value | 44.05 | 42.77 |
| Wellington Small Cap Opportunities | 39.39 | 38.16 |
| Ironwood Inv Mgt Conc Small Cap Val | 38.47 | 36.66 |
| Affinity Small Cap Equity | 37.05 | 36.25 |
| Numeric Investors SMID Growth | 36.47 | 35.27 |
| Horizon Small Cap Institutional | 36.01 | 34.65 |
| PENN Capital Micro Cap Equity | 34.74 | 34.14 |
| ACI US Small Cap | 35.70 | 34.14 |
| Jacobs Levy Small Cap (S&P 600) | 34.65 | 33.55 |
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Ironwood Inv Mgt Conc Small Cap Val | 38.59 | 37.13 |
| NorthPointe Capital Micro Cap Value | 35.92 | 35.49 |
| PENN Capital Micro Cap Equity | 35.94 | 35.23 |
| SouthernSun Small Cap | 36.16 | 35.01 |
| NewSouth Capital Mgt NSCM Sm Cap Val Eq | 34.70 | 33.74 |
| Winslow Asset Mgt Small-Cap Core Equity | 34.38 | 33.57 |
| PIMCO StocksPLUS Small Cap Abs Return | 33.15 | 31.98 |
| Skyline Asset Mgt Small Cap Value | 32.94 | 31.87 |
| Tieton Small Cap Value | 32.88 | 31.78 |
| Hillcrest Asst Mgmt SmCap Val Composite | 32.63 | 31.51 |
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Biondo Focus Strategy | 50.74 | 48.52 |
| Zevenbergen Growth Equity | 44.08 | 43.58 |
| Morgan Stanley Multi Cap Growth | 41.97 | 40.61 |
| Cupps Capital Concentrated Growth | 41.54 | 40.02 |
| Morgan Stanley Focus Growth | 41.21 | 39.97 |
| Morgan Stanley Growth | 40.37 | 39.33 |
| Mazama Select Growth | 40.49 | 38.94 |
| Mazama Large-Cap Growth | 39.22 | 38.20 |
| HIS Best Ideas | 39.78 | 38.08 |
| Cupps Capital Large Cap Growth | 37.69 | 36.75 |
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Biondo Focus Strategy | 33.46 | 31.56 |
| Sands Select Growth Equity | 30.96 | 30.25 |
| ClearBridge Multi Cap Growth ESG | 32.40 | 28.63 |
| ClearBridge Multi Cap Growth ESG SMA | 32.40 | 28.63 |
| Camden Equity | 28.72 | 27.61 |
| ClearBridge Aggressive Growth | 28.31 | 27.37 |
| MCA Flexible Growth Portfolios | 28.36 | 27.31 |
| Morgan Stanley Focus Growth | 28.22 | 26.98 |
| Delaware All Cap Gr Eq | 27.74 | 26.82 |
| ClearBridge Multi Cap Growth SMA | 30.32 | 26.60 |
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Mazama Mid Cap Growth | 41.20 | 40.03 |
| Essex Global Envir Opportunities Strat | 39.76 | 38.46 |
| Husic Concentrated Growth | 37.29 | 37.29 |
| Insight Concentrated Growth | 39.28 | 36.70 |
| BlackRock Md-Cap Gr Eq | 36.27 | 35.21 |
| Wall Street Small/Mid-Cap Growth Equity | 35.18 | 34.53 |
| Cupps Capital Mid Cap Growth | 35.13 | 34.18 |
| Cupps Capital All Cap Growth | 35.33 | 34.08 |
| Essex Research Strategy | 35.11 | 33.85 |
| Wellington Mid Cap Growth | 34.70 | 33.71 |
| Mid-Cap Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Investment Management of Virginia Opport | 31.51 | 30.86 |
| Delaware - Smid-Cap Growth-Focus | 31.79 | 30.85 |
| Kirr Marbach & Company All Cap Equity | 30.67 | 29.52 |
| DF Dent Mid Cap Growth | 29.08 | 28.35 |
| Alliance US SMID Cap Growth | 29.34 | 28.14 |
| 12th Street Asset Opportunity | 29.26 | 28.05 |
| Quantum Mid Cap Growth | 29.45 | 27.93 |
| Pinnacle Small Mid Cap Equity | 29.18 | 27.90 |
| Pinnacle Concentrated SMID | 28.88 | 27.62 |
| Apex SMID Growth | 28.67 | 27.47 |
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Lord Abbett & Co. Micro Cap Growth | 60.07 | 58.12 |
| Oberweis Micro-Cap Growth | 50.47 | 49.53 |
| Essex Inv Mgt - Micro Cap Growth | 49.96 | 48.31 |
| Mazama Sm-Cap Growth | 49.36 | 47.82 |
| Magee Thomson Micro Cap Growth | 49.50 | 47.39 |
| Essex Inv Mgt Small/Micro Cap Gr | 48.71 | 47.25 |
| Mazama Emerging Small Cap Growth | 47.60 | 46.07 |
| Driehaus Micro Cap Growth | 47.49 | 45.87 |
| Falcon Point Micro Cap Growth Strategy | 47.97 | 45.79 |
| Fuller & Thaler Micro-Cap Core | 46.12 | 44.66 |
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Allianz US Ultra Micro Cap | 39.68 | 38.06 |
| 12th Street Small Cap Value | 37.55 | 36.23 |
| Granahan Inv Mgt Small Cap Discoveries | 35.34 | 34.85 |
| Hodges Small Cap Core | 36.73 | 34.84 |
| Essex Inv Mgt - Micro Cap Growth | 35.94 | 34.62 |
| Kornitzer Emerging Opportunities | 36.51 | 34.50 |
| Kennedy Small Cap Fundamental Growth | 35.11 | 33.87 |
| Fuller & Thaler Micro-Cap Core | 34.65 | 33.31 |
| Granahan Inv Mgt - Sm Cap Focused Grth | 34.34 | 33.21 |
| Bares Capital Mgt Micro-Cap Eq | 34.74 | 33.09 |
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Snow Capital Mgt Focused Value | 38.40 | 37.44 |
| O'Shaughnessy Market Leaders Value | 35.90 | 35.31 |
| S&P Intrinsic Value | 33.06 | 32.74 |
| Sound Shore Mgt Lg-Cap Val Tax-Ex Eq | 32.57 | 31.48 |
| Snow Capital Mgt Large Cap Value | 32.17 | 31.24 |
| O'Shaughnessy Value Blend | 31.96 | 30.97 |
| Diamond Hill Select Equity | 31.21 | 30.55 |
| Hotchkis & Wiley Lg-Cap Fundamental Val | 30.60 | 30.09 |
| Numeric Investors All Cap Core | 31.02 | 30.06 |
| MDT All Cap Core | 30.92 | 30.03 |
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| S&P Intrinsic Value | 33.68 | 33.35 |
| PIMCO StocksPLUS Long Duration | 32.29 | 31.64 |
| O'Shaughnessy Market Leaders Value | 31.83 | 30.22 |
| Snow Capital Mgt Focused Value | 30.03 | 29.12 |
| S&P 4 | 29.10 | 28.79 |
| S&P Dividend Income & Growth | 27.03 | 26.72 |
| Mount Lucas US Focused Equity | 26.37 | 26.27 |
| Hotchkis & Wiley Lg-Cap Fundamental Val | 26.60 | 26.05 |
| Nuance Concentrated Value | 26.31 | 25.62 |
| Parametric Tax Managed FTSE RAFI 1000 | 25.99 | 25.43 |
| Mid-Cap Value | 1 year gross return | 1 year net return |
|---|---|---|
| Lyrical U.S. Value Equity - EQ | 45.85 | 40.21 |
| Equistar All Cap 'Opportunistic' Stgy | 39.17 | 37.45 |
| AT Financial Advisors Corp Mid Cap Core | 37.37 | 37.02 |
| Donald Smith & Co. Lg-Cap Cncntrd Val Eq | 35.49 | 34.73 |
| Smith Graham Mid-Cap Value | 35.44 | 34.45 |
| Seizert Capital Partners Mid Cap | 35.14 | 34.10 |
| Brandywine Div Mid Cap Dedicated Val | 34.79 | 33.81 |
| LSV Asset Mgt Md-Cap Val Eq | 32.25 | 31.47 |
| Martingale Unconstrained Equity | 32.13 | 31.23 |
| Martingale MidCap Core | 30.84 | 29.95 |
| Mid-Cap Value | 5 year gross return | 5 year net return |
|---|---|---|
| Brandes U.S. Mid-Cap Value Equity | 35.33 | 34.12 |
| Lyrical U.S. Value Equity - EQ | 37.36 | 33.71 |
| Hotchkis & Wiley Value Opp Strgy | 34.07 | 33.11 |
| Hotchkis & Wiley Md-Cap Val | 33.87 | 32.98 |
| Pzena Mid-Cap Value | 31.42 | 30.44 |
| LSV Asset Mgt Md-Cap Val Eq | 29.77 | 29.01 |
| Donald Smith & Co. Lg-Cap Cncntrd Val Eq | 29.80 | 28.99 |
| Triad Investment Mngt Equity | 30.51 | 28.77 |
| Herndon Capital Mid Cap US Value | 28.73 | 28.46 |
| AllianceBernstein MA Sm Md-Cap Val | 29.01 | 27.43 |
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| O'Shaughnessy Micro Cap | 52.67 | 51.11 |
| GlobeFlex U.S. Micro Cap Equity Cmpst | 43.16 | 41.92 |
| Perritt Ultra MicroCap Strategy | 43.30 | 41.57 |
| Athena Pure Valuation Profitability | 41.24 | 40.40 |
| Towle & Co. Deep Value | 38.35 | 37.38 |
| ZPR Fundamental Small Cap Value | 37.85 | 36.54 |
| CornerCap Fundametrics Small | 35.35 | 33.96 |
| Ironwood Inv Mgt Small Company Stock | 35.20 | 33.85 |
| Numeric Investors Small Cap Value | 34.79 | 33.61 |
| DRS Value | 34.65 | 33.43 |
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Athena Pure Valuation Profitability | 36.78 | 36.03 |
| O'Shaughnessy Micro Cap | 37.68 | 35.89 |
| Donald Smith & Co. Micro Cap Val Eq | 37.17 | 35.53 |
| Hotchkis & Wiley Sm-Cap Val | 36.07 | 35.20 |
| Brandes U.S. Small Cap Value Equity | 36.24 | 34.89 |
| Towle & Co. Deep Value | 35.07 | 34.14 |
| Snow Capital Mgt Small Cap Value Eq | 34.60 | 33.31 |
| Numeric Investors Small Cap Core | 33.14 | 31.97 |
| Numeric Investors Small Cap Value | 32.47 | 31.31 |
| GlobeFlex U.S. Micro Cap Equity Cmpst | 32.05 | 30.90 |
| Bear Market | 1 year gross return | 1 year net return |
|---|---|---|
| Optimus Global Advantage All Asset | -4.29 | -4.77 |
| Optimus Global Advantage Plus | -10.63 | -11.08 |
| Leuthold AdvantHedge | -17.76 | -18.55 |
| Federated Alternative Bear Equity Comp | -19.58 | -20.80 |
| Bear Market | 5 year gross return | 5 year net return |
|---|---|---|
| Federated Alternative Bear Equity Comp | -16.36 | -17.59 |
| Leuthold AdvantHedge | -24.48 | -25.28 |
| Optimus Global Advantage All Asset | 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 | 28.46 | 27.83 |
| Artisan Non-U.S. Growth SA | 17.54 | 16.49 |
| Transamerica I-Series GTA Conservative | 0.39 | -1.16 |
| Financial | 5 year gross return | 5 year net return |
|---|---|---|
| RevenueShares VTL Financial Index | 25.27 | 24.65 |
| Artisan Non-U.S. Growth SA | 20.02 | 18.92 |
| Transamerica I-Series GTA Conservative | 0.00 | 0.00 |
| Health | 1 year gross return | 1 year net return |
|---|---|---|
| Financial Trust Health Value | 41.85 | 40.10 |
| Health | 5 year gross return | 5 year net return |
|---|---|---|
| Financial Trust Health Value | 26.19 | 24.62 |
| Natural Resources | 1 year gross return | 1 year net return |
|---|---|---|
| Sandhill Hard Asset | 13.09 | 11.96 |
| Boston Global Natural Resources Equity | 11.74 | 10.86 |
| Zacks MLP Strategy | 11.12 | 10.29 |
| Frost Natural Resource Composite | 10.54 | 9.57 |
| Wellington Global Natural Resources | 9.47 | 8.37 |
| Newgate Global Resources | 5.43 | 4.69 |
| Newgate Global Resources SMA Retail | 5.18 | 4.34 |
| Investec Global Natural Res Composite | 4.23 | 3.35 |
| Wellington Global Agriculture | 3.45 | 2.43 |
| IS - Beta Source | -0.20 | -1.63 |
| Natural Resources | 5 year gross return | 5 year net return |
|---|---|---|
| Zacks MLP Strategy | 26.96 | 26.03 |
| RS Global Natural Resources | 15.88 | 14.33 |
| Wellington Global Agriculture | 14.56 | 13.43 |
| Boston Global Natural Resources Equity | 12.76 | 11.88 |
| Wellington Global Natural Resources | 12.20 | 11.09 |
| Investec Global Natural Res Composite | 11.84 | 10.90 |
| Newgate Global Resources | 10.85 | 9.78 |
| Newgate Global Resources SMA Retail | 8.45 | 7.45 |
| SSgA Multisource Active Commodity Strat | 7.99 | 7.28 |
| SSgA Dow Jones-UBS Commodity TR Index | 4.10 | 3.89 |
| Equity Precious Metals | 1 year gross return | 1 year net return |
|---|---|---|
| AIS TAAP | -14.65 | -15.48 |
| WellsCap Precious Metals | -30.60 | -31.29 |
| GAMCO Gold | -30.68 | -31.48 |
| Equity Precious Metals | 5 year gross return | 5 year net return |
|---|---|---|
| AIS TAAP | 8.45 | 7.41 |
| WellsCap Precious Metals | -3.04 | -3.96 |
| GAMCO Gold | 0.00 | 0.00 |
| Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| Morgan Dempsey Dividend Income | 13.71 | 12.60 |
| JPMCB Divers Commercial Property Inv | 0.00 | 12.42 |
| Cohen & Steers Realty Focus | 10.89 | 9.91 |
| Adelante Total Return Strategy | 8.30 | 7.84 |
| PGI Real Estate Equity Securities | 8.24 | 7.66 |
| T. Rowe Price US Real Estate Equity | 8.16 | 7.56 |
| EII US REIT Strategy | 8.18 | 7.37 |
| Wellington Real Estate Securities | 7.78 | 6.98 |
| AEW U.S. Focus REIT Strategy | 7.23 | 6.76 |
| AEW U.S. Long/Short REIT Strategy | 7.46 | 6.70 |
| Real Estate | 5 year gross return | 5 year net return |
|---|---|---|
| Brookfield US Value Income REIT | 34.86 | 34.12 |
| Cohen & Steers Realty Focus | 35.26 | 34.07 |
| Chilton Capital REIT | 31.32 | 30.31 |
| Pyramis U.S. Real Estate Invest Tr | 31.02 | 30.13 |
| CenterSquare REIT Separate Account | 30.60 | 29.96 |
| T. Rowe Price US Real Estate Equity | 30.59 | 29.90 |
| JPMCB U.S. Real Estate Securities Inv | 0.00 | 29.84 |
| Real Estate Mgt Svcs Real Est Val Port | 30.49 | 29.81 |
| LaSalle U.S. Real Estate Securities | 30.39 | 29.61 |
| Security Capital Growth & Income | 29.90 | 29.23 |
| Technology | 1 year gross return | 1 year net return |
|---|---|---|
| Zevenbergen Z/Tech | 73.18 | 71.68 |
| Princeton Young Enterprise Shares (YES) | 47.88 | 45.99 |
| Allianz Global Technology Equity | 40.07 | 38.43 |
| RS Technology Composite | 35.50 | 33.59 |
| Oak Associates Technology Portfolio | 31.65 | 31.01 |
| Crabtree Multi-Cap Technology | 31.28 | 30.37 |
| MFS Technology Equity | 30.83 | 29.76 |
| Private Capital Management Value Focus | 18.15 | 16.39 |
| Technology | 5 year gross return | 5 year net return |
|---|---|---|
| Zevenbergen Z/Tech | 34.37 | 33.15 |
| Crabtree Multi-Cap Technology | 29.71 | 28.71 |
| Princeton Young Enterprise Shares (YES) | 28.37 | 26.68 |
| MFS Technology Equity | 26.52 | 25.50 |
| RS Technology Composite | 26.83 | 24.92 |
| Allianz Global Technology Equity | 25.73 | 24.67 |
| Private Capital Management Value Focus | 24.84 | 23.35 |
| Oak Associates Technology Portfolio | 23.97 | 23.15 |
| Utilities | 1 year gross return | 1 year net return |
|---|---|---|
| Miller/Howard Distribution/Merging Utili | 22.98 | 21.78 |
| Miller/Howard Utilities + Infrastructure | 20.43 | 19.25 |
| Cohen & Steers Global Infra Composite | 19.04 | 17.74 |
| MFS Utilities Equity | 17.41 | 16.65 |
| Long Term Value (Utility/EnergyInfrastr) | 15.79 | 15.18 |
| HIS Top 15 Utility | 13.18 | 12.06 |
| Levin Capital Strategies Utilities Yield | 9.59 | 8.51 |
| Utilities | 5 year gross return | 5 year net return |
|---|---|---|
| Miller/Howard Distribution/Merging Utili | 22.41 | 21.21 |
| MFS Utilities Equity | 21.77 | 21.00 |
| Miller/Howard Utilities + Infrastructure | 19.73 | 18.55 |
| Long Term Value (Utility/EnergyInfrastr) | 18.65 | 18.04 |
| Cohen & Steers Global Infra Composite | 18.59 | 17.08 |
| 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 |
|---|---|---|
| Yorkville MLP Core Income Strategy | 37.68 | 33.56 |
| Chickasaw MLP SMA | 29.43 | 28.69 |
| Cushing MLP Alpha Strategy | 29.12 | 28.39 |
| Salient MLP Separate Accounts | 27.47 | 26.27 |
| Cushing MLP Core Strategy | 25.18 | 23.37 |
| Miller/Howard Drill Bit Burn Tipˆ® No K1s | 24.55 | 23.33 |
| Miller/Howard Drill Bit Burn Tipˆ® | 24.46 | 23.24 |
| Miller/Howard E&P Institutional Strategy | 23.05 | 21.84 |
| Tortoise Midstream MLP Separate Accounts | 22.86 | 21.65 |
| Atlantic Trust MLP | 20.09 | 19.07 |
| Equity Energy | 5 year gross return | 5 year net return |
|---|---|---|
| Chickasaw MLP SMA | 43.13 | 42.23 |
| Salient MLP Separate Accounts | 37.49 | 36.21 |
| Cushing MLP Alpha Strategy | 35.87 | 34.54 |
| Harvest MLP Alpha Strategy | 35.12 | 34.25 |
| Atlantic Trust MLP | 34.01 | 32.73 |
| Westwood Mgt Corp. MLP Infrastr. Renewal | 32.01 | 31.52 |
| Yorkville MLP Core Income Strategy | 34.40 | 30.74 |
| Tortoise Midstream MLP Separate Accounts | 31.89 | 30.67 |
| Beacon Street High Income MLPs | 31.34 | 30.10 |
| EGA MLP Total Return SMA Composite | 31.20 | 29.66 |
| Aggressive Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| HIS Core Opportunities | 37.98 | 36.31 |
| Della Parola Omega | 33.29 | 31.89 |
| Lyons Tactical Allocation Portfolio | 28.91 | 26.95 |
| Texas All Cap Growth | 24.76 | 24.16 |
| Sowell Platnium Plus Growth | 23.53 | 21.86 |
| NGAM Advisors-Core MSA 5-100% Equity | 23.89 | 20.57 |
| LMG Balanced | 21.70 | 20.37 |
| MIS Agg Growth--Taxable-IWS | 21.94 | 20.12 |
| S&P Capital Appreciation Fund EnhGrwth | 20.14 | 19.96 |
| MIS Agg Growth Strategy - Taxable-NFS | 22.34 | 19.88 |
| Aggressive Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Winterset Active/Edge ETF Growth | 26.31 | 23.81 |
| Texas All Cap Growth | 21.89 | 21.46 |
| LMG Balanced | 22.47 | 21.14 |
| CLS ETF Risk Budget 100 - Aggressive | 20.10 | 19.35 |
| Loring Ward Global Cptl Apprec DFA SRI | 19.60 | 19.30 |
| Destinations Aggressive Equity (NQ) | 19.25 | 18.96 |
| MIS Agg Growth Strategy - Taxable-BNY | 20.67 | 18.90 |
| Efficient Market 20 Plus Years Moderate | 19.83 | 18.81 |
| Efficient Market 20 Plus Yrs Aggressive | 19.68 | 18.77 |
| NGAM Advisors-Core MSA 5-100% Equity | 22.02 | 18.74 |
| Bank Loan | 1 year gross return | 1 year net return |
|---|---|---|
| Loomis Sayles Sr Floating Rate and FI | 6.85 | 6.32 |
| 3i US Senior Loan Composite | 6.10 | 5.56 |
| Columbia Bank Loan Strategy | 5.67 | 5.08 |
| Franklin Bank Loans Separate Acct Comp | 5.31 | 4.96 |
| Babson U.S. Bank Loans | 5.09 | 4.56 |
| ING Senior Loan | 5.03 | 4.53 |
| Newfleet Senior Floating Rate Composite | 5.00 | 4.38 |
| Lord Abbett & Co. Bank Loan | 5.20 | 4.35 |
| Shenkman Capital Mgt Bank Loan Composite | 4.66 | 4.15 |
| Stone Harbor Leveraged Loans | 4.38 | 4.10 |
| Bank Loan | 5 year gross return | 5 year net return |
|---|---|---|
| ING Senior Loan | 13.39 | 12.77 |
| Columbia Bank Loan Strategy | 12.91 | 12.29 |
| Babson U.S. Bank Loans | 12.42 | 11.85 |
| Stone Harbor Leveraged Loans | 11.36 | 10.99 |
| Eaton Vance Mgt Senior Secured Floating | 11.45 | 10.93 |
| PGI Bank Loans | 11.23 | 10.76 |
| Newfleet Senior Floating Rate Composite | 11.05 | 10.40 |
| Franklin Bank Loans Separate Acct Comp | 10.39 | 10.01 |
| T. Rowe Price Floating Rate Bank Loan | 10.40 | 9.85 |
| Pioneer Bank Loan Composite | 10.68 | 9.63 |
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| O'Shaughnessy Micro Cap | 52.67 | 51.11 |
| GlobeFlex U.S. Micro Cap Equity Cmpst | 43.16 | 41.92 |
| Perritt Ultra MicroCap Strategy | 43.30 | 41.57 |
| Athena Pure Valuation Profitability | 41.24 | 40.40 |
| Towle & Co. Deep Value | 38.35 | 37.38 |
| ZPR Fundamental Small Cap Value | 37.85 | 36.54 |
| CornerCap Fundametrics Small | 35.35 | 33.96 |
| Ironwood Inv Mgt Small Company Stock | 35.20 | 33.85 |
| Numeric Investors Small Cap Value | 34.79 | 33.61 |
| DRS Value | 34.65 | 33.43 |
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Athena Pure Valuation Profitability | 36.78 | 36.03 |
| O'Shaughnessy Micro Cap | 37.68 | 35.89 |
| Donald Smith & Co. Micro Cap Val Eq | 37.17 | 35.53 |
| Hotchkis & Wiley Sm-Cap Val | 36.07 | 35.20 |
| Brandes U.S. Small Cap Value Equity | 36.24 | 34.89 |
| Towle & Co. Deep Value | 35.07 | 34.14 |
| Snow Capital Mgt Small Cap Value Eq | 34.60 | 33.31 |
| Numeric Investors Small Cap Core | 33.14 | 31.97 |
| Numeric Investors Small Cap Value | 32.47 | 31.31 |
| GlobeFlex U.S. Micro Cap Equity Cmpst | 32.05 | 30.90 |
| Mid-Cap Value | 1 year gross return | 1 year net return |
|---|---|---|
| Lyrical U.S. Value Equity - EQ | 45.85 | 40.21 |
| Equistar All Cap 'Opportunistic' Stgy | 39.17 | 37.45 |
| AT Financial Advisors Corp Mid Cap Core | 37.37 | 37.02 |
| Donald Smith & Co. Lg-Cap Cncntrd Val Eq | 35.49 | 34.73 |
| Smith Graham Mid-Cap Value | 35.44 | 34.45 |
| Seizert Capital Partners Mid Cap | 35.14 | 34.10 |
| Brandywine Div Mid Cap Dedicated Val | 34.79 | 33.81 |
| LSV Asset Mgt Md-Cap Val Eq | 32.25 | 31.47 |
| Martingale Unconstrained Equity | 32.13 | 31.23 |
| Martingale MidCap Core | 30.84 | 29.95 |
| Mid-Cap Value | 5 year gross return | 5 year net return |
|---|---|---|
| Brandes U.S. Mid-Cap Value Equity | 35.33 | 34.12 |
| Lyrical U.S. Value Equity - EQ | 37.36 | 33.71 |
| Hotchkis & Wiley Value Opp Strgy | 34.07 | 33.11 |
| Hotchkis & Wiley Md-Cap Val | 33.87 | 32.98 |
| Pzena Mid-Cap Value | 31.42 | 30.44 |
| LSV Asset Mgt Md-Cap Val Eq | 29.77 | 29.01 |
| Donald Smith & Co. Lg-Cap Cncntrd Val Eq | 29.80 | 28.99 |
| Triad Investment Mngt Equity | 30.51 | 28.77 |
| Herndon Capital Mid Cap US Value | 28.73 | 28.46 |
| AllianceBernstein MA Sm Md-Cap Val | 29.01 | 27.43 |
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Snow Capital Mgt Focused Value | 38.40 | 37.44 |
| O'Shaughnessy Market Leaders Value | 35.90 | 35.31 |
| S&P Intrinsic Value | 33.06 | 32.74 |
| Sound Shore Mgt Lg-Cap Val Tax-Ex Eq | 32.57 | 31.48 |
| Snow Capital Mgt Large Cap Value | 32.17 | 31.24 |
| O'Shaughnessy Value Blend | 31.96 | 30.97 |
| Diamond Hill Select Equity | 31.21 | 30.55 |
| Hotchkis & Wiley Lg-Cap Fundamental Val | 30.60 | 30.09 |
| Numeric Investors All Cap Core | 31.02 | 30.06 |
| MDT All Cap Core | 30.92 | 30.03 |
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| S&P Intrinsic Value | 33.68 | 33.35 |
| PIMCO StocksPLUS Long Duration | 32.29 | 31.64 |
| O'Shaughnessy Market Leaders Value | 31.83 | 30.22 |
| Snow Capital Mgt Focused Value | 30.03 | 29.12 |
| S&P 4 | 29.10 | 28.79 |
| S&P Dividend Income & Growth | 27.03 | 26.72 |
| Mount Lucas US Focused Equity | 26.37 | 26.27 |
| Hotchkis & Wiley Lg-Cap Fundamental Val | 26.60 | 26.05 |
| Nuance Concentrated Value | 26.31 | 25.62 |
| Parametric Tax Managed FTSE RAFI 1000 | 25.99 | 25.43 |
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Lord Abbett & Co. Micro Cap Growth | 60.07 | 58.12 |
| Oberweis Micro-Cap Growth | 50.47 | 49.53 |
| Essex Inv Mgt - Micro Cap Growth | 49.96 | 48.31 |
| Mazama Sm-Cap Growth | 49.36 | 47.82 |
| Magee Thomson Micro Cap Growth | 49.50 | 47.39 |
| Essex Inv Mgt Small/Micro Cap Gr | 48.71 | 47.25 |
| Mazama Emerging Small Cap Growth | 47.60 | 46.07 |
| Driehaus Micro Cap Growth | 47.49 | 45.87 |
| Falcon Point Micro Cap Growth Strategy | 47.97 | 45.79 |
| Fuller & Thaler Micro-Cap Core | 46.12 | 44.66 |
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Allianz US Ultra Micro Cap | 39.68 | 38.06 |
| 12th Street Small Cap Value | 37.55 | 36.23 |
| Granahan Inv Mgt Small Cap Discoveries | 35.34 | 34.85 |
| Hodges Small Cap Core | 36.73 | 34.84 |
| Essex Inv Mgt - Micro Cap Growth | 35.94 | 34.62 |
| Kornitzer Emerging Opportunities | 36.51 | 34.50 |
| Kennedy Small Cap Fundamental Growth | 35.11 | 33.87 |
| Fuller & Thaler Micro-Cap Core | 34.65 | 33.31 |
| Granahan Inv Mgt - Sm Cap Focused Grth | 34.34 | 33.21 |
| Bares Capital Mgt Micro-Cap Eq | 34.74 | 33.09 |
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Mazama Mid Cap Growth | 41.20 | 40.03 |
| Essex Global Envir Opportunities Strat | 39.76 | 38.46 |
| Husic Concentrated Growth | 37.29 | 37.29 |
| Insight Concentrated Growth | 39.28 | 36.70 |
| BlackRock Md-Cap Gr Eq | 36.27 | 35.21 |
| Wall Street Small/Mid-Cap Growth Equity | 35.18 | 34.53 |
| Cupps Capital Mid Cap Growth | 35.13 | 34.18 |
| Cupps Capital All Cap Growth | 35.33 | 34.08 |
| Essex Research Strategy | 35.11 | 33.85 |
| Wellington Mid Cap Growth | 34.70 | 33.71 |
| Mid-Cap Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Investment Management of Virginia Opport | 31.51 | 30.86 |
| Delaware - Smid-Cap Growth-Focus | 31.79 | 30.85 |
| Kirr Marbach & Company All Cap Equity | 30.67 | 29.52 |
| DF Dent Mid Cap Growth | 29.08 | 28.35 |
| Alliance US SMID Cap Growth | 29.34 | 28.14 |
| 12th Street Asset Opportunity | 29.26 | 28.05 |
| Quantum Mid Cap Growth | 29.45 | 27.93 |
| Pinnacle Small Mid Cap Equity | 29.18 | 27.90 |
| Pinnacle Concentrated SMID | 28.88 | 27.62 |
| Apex SMID Growth | 28.67 | 27.47 |
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Biondo Focus Strategy | 50.74 | 48.52 |
| Zevenbergen Growth Equity | 44.08 | 43.58 |
| Morgan Stanley Multi Cap Growth | 41.97 | 40.61 |
| Cupps Capital Concentrated Growth | 41.54 | 40.02 |
| Morgan Stanley Focus Growth | 41.21 | 39.97 |
| Morgan Stanley Growth | 40.37 | 39.33 |
| Mazama Select Growth | 40.49 | 38.94 |
| Mazama Large-Cap Growth | 39.22 | 38.20 |
| HIS Best Ideas | 39.78 | 38.08 |
| Cupps Capital Large Cap Growth | 37.69 | 36.75 |
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Biondo Focus Strategy | 33.46 | 31.56 |
| Sands Select Growth Equity | 30.96 | 30.25 |
| ClearBridge Multi Cap Growth ESG | 32.40 | 28.63 |
| ClearBridge Multi Cap Growth ESG SMA | 32.40 | 28.63 |
| Camden Equity | 28.72 | 27.61 |
| ClearBridge Aggressive Growth | 28.31 | 27.37 |
| MCA Flexible Growth Portfolios | 28.36 | 27.31 |
| Morgan Stanley Focus Growth | 28.22 | 26.98 |
| Delaware All Cap Gr Eq | 27.74 | 26.82 |
| ClearBridge Multi Cap Growth SMA | 30.32 | 26.60 |
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| HIS Upside Plus | 44.87 | 43.12 |
| NorthPointe Capital Micro Cap Value | 44.05 | 42.77 |
| Wellington Small Cap Opportunities | 39.39 | 38.16 |
| Ironwood Inv Mgt Conc Small Cap Val | 38.47 | 36.66 |
| Affinity Small Cap Equity | 37.05 | 36.25 |
| Numeric Investors SMID Growth | 36.47 | 35.27 |
| Horizon Small Cap Institutional | 36.01 | 34.65 |
| PENN Capital Micro Cap Equity | 34.74 | 34.14 |
| ACI US Small Cap | 35.70 | 34.14 |
| Jacobs Levy Small Cap (S&P 600) | 34.65 | 33.55 |
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Ironwood Inv Mgt Conc Small Cap Val | 38.59 | 37.13 |
| NorthPointe Capital Micro Cap Value | 35.92 | 35.49 |
| PENN Capital Micro Cap Equity | 35.94 | 35.23 |
| SouthernSun Small Cap | 36.16 | 35.01 |
| NewSouth Capital Mgt NSCM Sm Cap Val Eq | 34.70 | 33.74 |
| Winslow Asset Mgt Small-Cap Core Equity | 34.38 | 33.57 |
| PIMCO StocksPLUS Small Cap Abs Return | 33.15 | 31.98 |
| Skyline Asset Mgt Small Cap Value | 32.94 | 31.87 |
| Tieton Small Cap Value | 32.88 | 31.78 |
| Hillcrest Asst Mgmt SmCap Val Composite | 32.63 | 31.51 |
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| GAMG US Mid Cap and Large Cap | 48.52 | 45.74 |
| Wellington All Cap Opportunities | 42.21 | 40.96 |
| DGHM UltraValue | 39.27 | 37.75 |
| RS Concentrated All-Cap Value | 37.92 | 36.57 |
| Appleton Group Wisconsin Select | 35.47 | 35.47 |
| The Boston US All Cap Opportunistic Eq | 35.91 | 34.99 |
| Glenmede Mid Cap Equity | 35.09 | 33.79 |
| Glenmede Smid Cap Core | 33.79 | 32.49 |
| Iridian Private Value/ Mid-Cap Equity | 33.06 | 32.15 |
| Wellington Select Capital Appreciation | 33.76 | 32.14 |
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| SouthernSun SMID Cap Composite | 34.44 | 33.74 |
| NewSouth Capital Mgt NSCM SMIDCap Val Eq | 31.72 | 30.92 |
| NB Rachlin Income Plus (PAM) | 31.09 | 29.96 |
| The Capital Mgt Corp SMID | 30.51 | 29.94 |
| Ariel Small/Mid Cap Value Product | 30.73 | 29.44 |
| Fairpointe Mid-Cap Core Equity | 30.35 | 29.24 |
| Ariel Mid-Cap Value | 29.97 | 28.68 |
| The Boston SMID Cap Opportunistic Value | 29.64 | 28.49 |
| NewSouth Capital Mgt NSCM Mid-Cap Val Eq | 28.90 | 28.25 |
| Wellington All Cap Opportunities | 29.23 | 28.14 |
| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| M.D. Sass Svcs Relative Val Eq | 33.19 | 32.57 |
| Nuveen Concentrated Core SMA | 36.30 | 32.37 |
| JPMorgan Quantitative Enhanced Equity | 22.97 | 30.76 |
| Suffolk Capital Mgt Core Eq | 31.26 | 30.23 |
| Bowling Portfolio Mgt Lg-Cap Val | 31.31 | 30.21 |
| Oak Associates All Cap Core Growth | 30.84 | 30.06 |
| Todd Asset Mgmt Intrinsic Val Opport | 30.50 | 29.60 |
| Dana Catholic SRI Strategy | 29.54 | 28.86 |
| Jennison Opportunistic Equity | 29.25 | 28.84 |
| Leuthold Select Equities | 30.11 | 28.82 |
| Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO Fundamental IndexPLUS Abs Return | 35.84 | 34.79 |
| PIMCO StocksPLUS Absolute Return | 30.31 | 29.41 |
| Oak Associates All Cap Core Growth | 29.22 | 28.31 |
| Todd Asset Mgmt Intrinsic Val Opport | 28.55 | 27.66 |
| TCW MetWest AlphaTrak | 27.26 | 27.01 |
| RhumbLine S&P 500 Equal Weighted Index | 26.57 | 26.57 |
| PIMCO StocksPlus | 26.47 | 25.47 |
| ZPR EQTP S&P 500 | 27.33 | 25.14 |
| Smead Capital Appreciation | 25.98 | 25.12 |
| PSI Growth Plus Model | 28.25 | 24.90 |
| Long/Short Equity | 1 year gross return | 1 year net return |
|---|---|---|
| Kalo Capital Em Gr with Reduced Volatil | 39.48 | 35.46 |
| Husic Classic Hedge | 35.66 | 32.88 |
| Turner Navigator | 30.24 | 25.60 |
| Turner Global Medical Sciences Equity | 26.73 | 24.88 |
| F-Squared Dynamic AlphaSector Index | 24.83 | 23.85 |
| TAMP US Tactical ETF L/S – PULSE UMA | 24.09 | 23.71 |
| Goodwood Mid Cap Long/Short | 24.70 | 23.58 |
| TAMP US Tactical ETF L/S - PULSE | 24.79 | 23.28 |
| QMA US Core Equity Extended | 23.91 | 23.11 |
| W.E. Donoghue Long-Short Index | 23.96 | 22.83 |
| Long/Short Equity | 5 year gross return | 5 year net return |
|---|---|---|
| QMA US Core Equity Extended | 23.45 | 22.64 |
| Bluestone Elite | 22.78 | 22.17 |
| Westport Absolute Total Return Strategy | 24.12 | 22.02 |
| Connors Hedged Equities | 17.81 | 16.66 |
| TAMP US Tactical ETF L/S – PULSE UMA | 16.80 | 15.92 |
| Epoch Global Absolute Return | 17.19 | 15.73 |
| SaratogaRIM Global GARP Plus | 15.91 | 14.77 |
| Gateway Equity Premium Income | 14.04 | 13.22 |
| Robeco BP Research Equity Composite | 14.52 | 13.12 |
| Robinson Market Opportunity | 13.24 | 12.33 |
| Leveraged Net Long | 1 year gross return | 1 year net return |
|---|---|---|
| Numeric Investors Amplified Core 130/30 | 34.56 | 33.25 |
| AQR Capital US Relaxed Constraint 40 | 30.82 | 29.75 |
| Hillsdale US 130 30 Composite | 30.62 | 29.66 |
| MFSˆ® Blended Rsrch - US Cor Eq Extension | 30.70 | 29.62 |
| Robeco BP 130/30 Large Cap Value | 29.11 | 28.88 |
| Glenmede Large Cap 130/30 | 28.64 | 27.70 |
| Martingale 130/30 LargeCap Value | 28.55 | 27.61 |
| Martingale 130/30 LargeCap Growth | 28.48 | 27.54 |
| JPMCB U.S. Active Core Plus Equity Inv | 0.00 | 26.76 |
| Martingale 130/30 LargeCap Core 500 | 27.12 | 26.19 |
| Leveraged Net Long | 5 year gross return | 5 year net return |
|---|---|---|
| AQR Capital Small Cap Relaxed Constraint | 27.58 | 25.76 |
| AQR Capital US Relaxed Constraint 40 | 25.08 | 24.17 |
| Hillsdale US 130 30 Composite | 24.47 | 23.51 |
| AQR Capital Global RC 40(140/40) | 24.74 | 23.46 |
| Robeco BP 130/30 Large Cap Value | 23.84 | 23.39 |
| JPMCB U.S. Active Core Plus Equity Inv | 0.00 | 22.92 |
| MFSˆ® Blended Rsrch - US Cor Eq Extension | 23.75 | 22.71 |
| Numeric Investors Amplified Core 130/30 | 23.90 | 22.69 |
| JPMCB U.S. Research Plus Fund Inv | 0.00 | 22.62 |
| Glenmede Large Cap 130/30 | 22.92 | 22.02 |
| Market Neutral | 1 year gross return | 1 year net return |
|---|---|---|
| Copeland Risk Managed Dividend Growth | 23.83 | 22.65 |
| Turner Market Neutral Equity | 11.40 | 10.08 |
| Swan Defined Risk Strategy | 10.36 | 9.76 |
| Swan Defined Risk Strategy All Accounts | 10.24 | 8.93 |
| Martingale Equity Market Neutral | 9.08 | 8.00 |
| DCM Structured US Market Neutral | 6.37 | 5.05 |
| American Century U.S. Eq Market Neutral | 6.35 | 4.74 |
| PanAgora Dynamic Global Market Neutral | 6.13 | 4.22 |
| Invesco US Market Neutral | 4.10 | 4.10 |
| JPMorgan Res Mkt Neutral | 3.41 | 2.32 |
| Market Neutral | 5 year gross return | 5 year net return |
|---|---|---|
| Swan Defined Risk Strategy | 11.93 | 10.95 |
| Swan Defined Risk Strategy All Accounts | 11.51 | 10.20 |
| SSI Convertible Income | 8.69 | 7.60 |
| Partnervest Adv Svcs STAR III - Alpha | 5.93 | 4.94 |
| Numeric Investors US Market Neutral | 5.51 | 4.47 |
| PanAgora Dynamic Global Market Neutral | 4.35 | 3.07 |
| PSI Managed Volatility | 4.57 | 2.84 |
| American Century U.S. Eq Market Neutral | 3.74 | 2.08 |
| Analytic USMN Systematic Volatility | 2.42 | 1.34 |
| JPMorgan Res Mkt Neutral | 1.94 | 0.91 |
| World Stock | 1 year gross return | 1 year net return |
|---|---|---|
| Abaris Advantage Portfolio | 177.79 | 173.62 |
| Abaris Growth Portfolio | 72.93 | 70.46 |
| Morgan Stanley Global Opportunity | 42.85 | 40.79 |
| OFI Global Global Multi Cap Growth | 34.60 | 33.66 |
| Mittleman Global Value | 35.37 | 33.66 |
| Long Term Global Growth | 32.15 | 31.17 |
| Horizon Research Select Instl | 31.79 | 30.47 |
| Lombardia Global Equity | 31.39 | 30.10 |
| Brandes Global Mid Cap Equity | 30.67 | 29.31 |
| AllianceBernstein MA Global Value ADR | 30.16 | 29.11 |
| World Stock | 5 year gross return | 5 year net return |
|---|---|---|
| Mittleman Global Value | 68.45 | 66.11 |
| ZPR Global Equity | 36.39 | 34.23 |
| Brandes Global Small Cap Eq | 34.64 | 33.43 |
| Keystone Wealth Glb Equity AlphaRotation | 30.64 | 30.00 |
| OFI Global Global Value | 29.82 | 28.91 |
| Sands Global Growth Eqty | 29.81 | 28.75 |
| Harris Assoc. Global Concentrated Comp | 28.96 | 27.85 |
| Renaissance International Small Cap Eq | 27.66 | 27.50 |
| Brandes Global Mid Cap Equity | 28.72 | 27.46 |
| Morgan Stanley Global Opportunity | 29.10 | 27.30 |
| Foreign Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Lombardia International Equity | 43.67 | 43.01 |
| Wellington Global Perspectives | 32.92 | 31.76 |
| Federated International ADR MA | 30.04 | 29.14 |
| Pzena International Value | 30.16 | 29.10 |
| Oechsle Select International Equity | 29.22 | 27.96 |
| Polaris Capital Mgt Polaris Intl Eq | 28.07 | 27.22 |
| ARGA International Strategy | 28.11 | 26.87 |
| GMO International Intrinsic Value Strat | 27.09 | 26.21 |
| GMO Tax-Managed Int'l Equities Strategy | 27.01 | 26.11 |
| Arrowstreet Capital Intl Eq Strat EAFE | 26.71 | 25.97 |
| Foreign Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington Global Perspectives | 30.65 | 29.51 |
| Polaris Capital Mgt Polaris Intl Eq | 26.48 | 25.68 |
| Lombardia International Equity | 24.05 | 23.24 |
| Pzena International Value | 24.01 | 22.96 |
| Causeway International Opportunities | 21.22 | 20.65 |
| Causeway Capital Mgt Intl Val Eq | 20.92 | 20.23 |
| Arrowstreet Intl Eq Str All Wld ex US | 20.85 | 20.16 |
| TS&W International Equity | 20.82 | 20.12 |
| Federated International ADR MA | 20.67 | 19.82 |
| Perkins Global Value | 20.09 | 19.35 |
| Foreign Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Financial Trust Asia ValueMomentum | 47.82 | 45.99 |
| Dorsey Wright Sys Reltv Strength Intl | 43.15 | 40.91 |
| Financial Trust Intl ValueMomentum | 36.33 | 34.65 |
| HGK International Equity | 34.13 | 33.03 |
| Research Affiliates Enhanced RAFI Intl | 29.51 | 29.25 |
| Federated EAFE Equity Composite | 27.76 | 26.80 |
| Brown Capital International Equity Svc | 26.07 | 25.46 |
| Renaissance International | 26.02 | 25.27 |
| ClearBridge International Value | 26.20 | 25.23 |
| Causeway International Value Select | 24.89 | 24.39 |
| Foreign Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Federated EAFE Equity Composite | 25.46 | 24.50 |
| Harris Assoc. International | 25.10 | 24.21 |
| PIMCO Int'l StocksPLUS Absolute Return | 24.22 | 23.44 |
| Dorsey Wright Sys Reltv Strength Intl | 25.01 | 22.97 |
| Financial Trust Europe ValueMomentum | 22.98 | 21.45 |
| Financial Trust Asia ValueMomentum | 22.61 | 21.09 |
| Brown Capital International Equity Svc | 21.20 | 20.60 |
| HGK International Equity | 21.67 | 20.57 |
| EAFE Pure Focus Equities | 21.11 | 20.40 |
| Financial Trust Intl ValueMomentum | 21.56 | 20.04 |
| Foreign Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Nuveen Global Growth ORD Compost | 34.26 | 33.20 |
| Davis Global | 30.45 | 29.79 |
| Symmetric Prism Grid | 28.67 | 27.19 |
| PNC Cap Adv International Growth Equity | 25.13 | 24.16 |
| Nuveen International Gr ADR comp | 25.05 | 23.80 |
| John Hsu Capital Intl Top-Down Eq | 24.85 | 23.69 |
| Pinnacle International ADR | 24.51 | 23.30 |
| DSM Global Focus Equity | 24.34 | 23.16 |
| EAFE Plus Alpha Equities | 23.02 | 22.29 |
| DSM Global Growth Equity | 22.70 | 21.50 |
| Foreign Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Davis Global | 22.87 | 22.21 |
| Nuveen Global Growth ORD Compost | 23.10 | 22.12 |
| Calamos International Growth Composite | 21.44 | 20.29 |
| EAFE Plus Alpha Equities | 20.98 | 20.26 |
| OFI Global International Growth | 21.11 | 20.25 |
| WCM Inv Mgt Focused Growth Intl | 20.74 | 19.95 |
| Franklin Non-US Equity | 20.18 | 19.83 |
| American Century Non-U.S. Select Growth | 19.82 | 19.82 |
| Turner Inv International Growth Equity | 21.00 | 19.74 |
| William Blair International Leaders | 20.56 | 19.54 |
| Foreign Small/Mid Value | 1 year gross return | 1 year net return |
|---|---|---|
| ClearBridge International Small Cap | 32.95 | 31.69 |
| Acadian Frontier Markets Equity | 33.26 | 31.32 |
| Wellington Intl Contrarian Value | 30.94 | 29.87 |
| Brandes International Mid-Cap Equity | 31.22 | 29.83 |
| Golden Capital International Small Cap | 30.76 | 29.62 |
| Brandes International Small Cap Eq | 30.59 | 29.47 |
| Philadelphia Intl LP Small Cap Intl Eq | 29.59 | 29.04 |
| GlobeFlex International Small Cap | 29.91 | 28.86 |
| QMA International Small Cap Equity | 29.09 | 28.03 |
| Morgan Stanley International Small Cap | 29.33 | 27.86 |
| Foreign Small/Mid Value | 5 year gross return | 5 year net return |
|---|---|---|
| Brandes International Small Cap Eq | 30.44 | 29.31 |
| Philadelphia Intl LP Small Cap Intl Eq | 28.34 | 27.81 |
| Denver Inv Concentrated Intl Small-Cap | 29.13 | 27.70 |
| Denver Inv International Small-Cap | 28.35 | 26.84 |
| LSV Asset Mgt Intl Sm-Cap Val Eq | 26.48 | 25.29 |
| Templeton Intl Sm Cap Eq | 25.46 | 24.69 |
| Acadian International Small Cap | 25.46 | 24.53 |
| RBC GAM International Equity SA | 25.67 | 24.52 |
| Lee Munder Capital Group Int'l Sm Cap Eq | 25.50 | 24.35 |
| GlobeFlex International Micro Cap Cmpst | 25.38 | 24.28 |
| Foreign Small/Mid Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Oberweis Intl Opportunities | 40.93 | 39.88 |
| OFI Global International Small Cap | 38.51 | 37.38 |
| Pinnacle International Small Cap Equity | 36.50 | 34.84 |
| Navellier International Select | 32.63 | 30.86 |
| Nuveen International Gr ORD Comp | 30.70 | 29.62 |
| Arbor Capital International Small Cap | 30.49 | 29.08 |
| Baring International Small Cap Equity | 29.87 | 28.76 |
| American Century Non-U.S. Small-Mid Cap | 30.42 | 28.75 |
| Lazard International Small Cap | 26.30 | 24.89 |
| Southeastern Asset Mgt Intl Eq | 24.96 | 23.80 |
| Foreign Small/Mid Growth | 5 year gross return | 5 year net return |
|---|---|---|
| OFI Global International Small Cap | 34.70 | 33.60 |
| Oberweis Intl Opportunities | 33.99 | 32.75 |
| Wasatch International Small Cap Growth | 30.42 | 28.92 |
| Navellier International Select | 28.35 | 26.74 |
| American Century Non-U.S. Small Cap | 25.63 | 24.46 |
| Pinnacle International Small Cap Equity | 25.53 | 23.98 |
| William Blair Intl Small Cap Growth | 25.20 | 23.97 |
| T. Rowe Price International Small-Cap Eq | 24.52 | 23.37 |
| Batterymarch ACWI ex-US Small Cap Equity | 24.41 | 23.19 |
| UBS: Global (ex-US) Small Cap Growth | 24.33 | 23.03 |
| Latin America Stock | 1 year gross return | 1 year net return |
|---|---|---|
| Financial Trust Latin Value Momentum | 6.47 | 5.16 |
| Morgan Stanley Latin America Equity | -14.14 | -14.42 |
| T. Rowe Price Latin America Equity | -15.28 | -16.03 |
| Appleton Group Americas | -18.89 | -18.89 |
| Mirae Brazil Sector Leader Equity | -20.48 | -21.29 |
| Latin America Stock | 5 year gross return | 5 year net return |
|---|---|---|
| Financial Trust Latin Value Momentum | 21.43 | 19.92 |
| Morgan Stanley Latin America Equity | 14.54 | 14.16 |
| T. Rowe Price Latin America Equity | 13.08 | 12.12 |
| Mirae Brazil Sector Leader Equity | 8.93 | 7.85 |
| Appleton Group Americas | 0.00 | 0.00 |
| Europe Stock | 1 year gross return | 1 year net return |
|---|---|---|
| Brandes European Equity | 39.97 | 38.84 |
| Pictet Small Cap European Core Comp | 38.86 | 37.92 |
| T. Rowe Price Europe ex-UK Equity | 38.52 | 37.85 |
| T. Rowe Price Europe Smaller Comp Equity | 36.51 | 35.48 |
| T. Rowe Price Europe Equity | 34.75 | 34.08 |
| SSgA Europe Alpha Strategy | 34.54 | 33.56 |
| Numeric Investors Europe Core | 33.30 | 32.33 |
| Putnam European Core Equity | 31.63 | 30.56 |
| Acadian European Equity | 29.91 | 28.98 |
| Oechsle Diversified Europe Equity | 29.61 | 28.47 |
| Europe Stock | 5 year gross return | 5 year net return |
|---|---|---|
| T. Rowe Price Europe Smaller Comp Equity | 29.93 | 28.97 |
| Pictet Small Cap European Core Comp | 25.78 | 24.92 |
| UK Equity Alpha | 25.45 | 24.64 |
| Europe ex-UK Equities | 24.62 | 23.80 |
| T. Rowe Price Europe ex-UK Equity | 22.93 | 22.29 |
| Numeric Investors Europe Core | 23.12 | 22.21 |
| T. Rowe Price Europe Equity | 22.47 | 21.83 |
| Burgundy European Equity Composite | 22.62 | 21.42 |
| Putnam European Core Equity | 21.58 | 20.60 |
| Brandes European Equity | 21.13 | 20.18 |
| Japan Stock | 1 year gross return | 1 year net return |
|---|---|---|
| Daiwa Mid Small Cap Free Active-A1132 | 20.75 | 19.92 |
| Japanese All Cap | 19.35 | 18.59 |
| Daiwa SBI Japan Eq Sm Cap Free Active | 16.72 | 16.02 |
| Baillie Gifford Japan Growth | 15.57 | 14.71 |
| Brandes Japan Equity | 14.91 | 14.05 |
| Acadian Japanese Equity | 12.35 | 11.53 |
| Burgundy Asian (All Cap) Composite | 12.16 | 11.03 |
| T. Rowe Price Japan Equity | 11.50 | 10.84 |
| MFSˆ® Japan Equity | 11.35 | 10.59 |
| Daiwa SBI Fundamental Active A-11111 | 10.53 | 9.88 |
| Japan Stock | 5 year gross return | 5 year net return |
|---|---|---|
| Japanese All Cap | 16.74 | 15.98 |
| Burgundy Focus Asian Composite | 16.17 | 15.19 |
| Burgundy Asian (All Cap) Composite | 16.43 | 14.97 |
| T. Rowe Price Japan Equity | 14.32 | 13.64 |
| Daiwa SBI Fundamental Active A-11111 | 14.05 | 13.37 |
| Acadian Japanese Equity | 13.95 | 13.12 |
| Daiwa Japan Equity Value Plus Alpha | 13.25 | 12.58 |
| MFSˆ® Japan Equity | 12.21 | 11.43 |
| PGI Japanese Equity | 12.08 | 11.41 |
| Lazard Japanese Equity | 11.44 | 10.98 |
| Pacific/Asia ex-Japan Stk | 1 year gross return | 1 year net return |
|---|---|---|
| Brandes Asia Pacific ex-Japan Equity | 13.63 | 12.43 |
| Mirae Asia Pacific Sector Leader Equity | 11.23 | 10.13 |
| Mirae Asia Pacific Growth Equity | 10.78 | 9.69 |
| Horizon Asia Institutional | 9.11 | 8.01 |
| Mirae Asia Pacific Consumer Sector Eq | 8.91 | 7.83 |
| Havenport (Asia Ex Japan)- Composite | 7.36 | 6.56 |
| Investec 4Factor Asia Pacific ex Jap Eq | 5.99 | 5.29 |
| Havenport (Asia Pacific Ex Japan) Comp | 5.40 | 4.62 |
| MFSˆ® Asia Pacific ex Japan | 4.74 | 3.97 |
| Mirae Korea Growth Equity | 4.46 | 3.43 |
| Pacific/Asia ex-Japan Stk | 5 year gross return | 5 year net return |
|---|---|---|
| Brandes Asia Pacific ex-Japan Equity | 29.80 | 28.38 |
| Mirae Asia Pacific Consumer Sector Eq | 24.78 | 23.56 |
| T. Rowe Price Asia ex-Japan Equity | 22.81 | 21.78 |
| Havenport (Developed Asia) - Composite | 21.61 | 20.99 |
| Investec 4Factor Asia Pacific ex Jap Eq | 20.63 | 19.84 |
| Horizon Asia Institutional | 20.02 | 18.81 |
| Havenport (Asia Pacific Ex Japan) Comp | 18.77 | 18.07 |
| MFSˆ® Asia Pacific ex Japan | 18.31 | 17.37 |
| MFSˆ® Asia ex Japan Equity | 18.22 | 17.28 |
| PGI Asia ex-Japan Equity | 17.39 | 16.93 |
| Diversified Pacific/Asia | 1 year gross return | 1 year net return |
|---|---|---|
| Indus Select Composite | 9.32 | 7.79 |
| Developed Asia inc Japan Equities | 7.54 | 6.90 |
| Sit Inv Pac Basin | 7.23 | 6.27 |
| WellsCap Asia Pacific Equity | 6.46 | 5.61 |
| Oberweis Asia Opport | 5.73 | 4.54 |
| Natixis / AIA Mgd ETF - China | 2.40 | 1.34 |
| Accuvest Asian Advantage | 0.62 | 0.57 |
| Templeton Asia Pacific Eq | -1.32 | -1.84 |
| ZPR All Asian | -5.07 | -6.35 |
| Appleton Group Asia | -12.09 | -12.09 |
| Diversified Pacific/Asia | 5 year gross return | 5 year net return |
|---|---|---|
| ZPR All Asian | 44.43 | 42.25 |
| Templeton Asia Pacific Eq | 19.97 | 19.45 |
| Oberweis Asia Opport | 20.20 | 18.92 |
| WellsCap Asia Pacific Equity | 17.05 | 16.12 |
| Indus Select Composite | 16.63 | 15.00 |
| Developed Asia inc Japan Equities | 15.30 | 14.62 |
| Sit Inv Pac Basin | 14.71 | 13.69 |
| Natixis / AIA Mgd ETF - China | 12.87 | 11.61 |
| Accuvest Asian Advantage | 0.00 | 0.00 |
| Appleton Group Asia | 0.00 | 0.00 |
| Diversified Emerging Mkts | 1 year gross return | 1 year net return |
|---|---|---|
| Ashmore EM Middle East Equity | 60.22 | 57.90 |
| Morgan Stanley Frontier Emerging Markets | 32.44 | 30.17 |
| Everest Capital Frontier Markets Equity | 32.48 | 29.56 |
| Ashmore EM Frontier Markets Equity | 31.13 | 29.19 |
| GlobeFlex Frontier All Cap Equity Cmpst | 29.51 | 27.62 |
| LGM Frontier Markets Strategy | 27.30 | 24.59 |
| Sector Emerging Markets | 20.65 | 20.09 |
| Ashmore EM Frontier Africa Equity | 14.82 | 13.09 |
| Sands Capital Emerging Markets Growth | 14.18 | 12.98 |
| Acadian Emerging Markets Small Cap Eq | 11.80 | 10.42 |
| Diversified Emerging Mkts | 5 year gross return | 5 year net return |
|---|---|---|
| Wasatch Emerging Markets SmllCap SA | 28.96 | 27.16 |
| SSGA Active Emerging Markets Sm Cp Strat | 26.24 | 24.94 |
| Ashmore EM Global Small Cap Equity | 25.68 | 23.81 |
| Victory Emerging Markets Small Cap Comp | 24.49 | 23.12 |
| Driehaus Emerging Mkt Small Cap Gr | 23.79 | 22.56 |
| Ashmore EM Middle East Equity | 23.58 | 21.77 |
| OFI Global Emerging Markets Equity | 21.14 | 20.14 |
| WGI Specialized Emerging Mkts Composite | 21.01 | 20.01 |
| Brandes Emerging Markets Equity | 20.98 | 19.90 |
| Westwood Global Emerging Mkts Composite | 20.80 | 19.73 |
| Global Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| Cohen & Steers European Real Estate Secs | 29.31 | 28.16 |
| Third Avenue Real Estate Value Equity | 19.23 | 17.88 |
| Morgan Stanley Glbl Infrastructure Sec | 16.59 | 15.24 |
| PGI Core Real Estate Property | 13.72 | 12.43 |
| Brookfield Glbl Rl Estt Secs Alpha Strat | 8.64 | 7.92 |
| Brookfield Global Real Estate Secrt (L) | 8.34 | 7.73 |
| Duff&Phelps Glbl Real Estate Securities | 6.96 | 6.09 |
| PGI Global Real Estate Securities | 5.47 | 4.93 |
| Duff & Phelps Intl Real Estate Secs | 5.38 | 4.44 |
| Cornerstone Global RE Securities | 4.42 | 4.16 |
| Global Real Estate | 5 year gross return | 5 year net return |
|---|---|---|
| Brookfield Global Real Estate Secrt (L) | 28.04 | 27.27 |
| Brookfield Glbl Rl Estt Secs Alpha Strat | 27.21 | 26.12 |
| Driehaus International Realty | 26.49 | 25.62 |
| Duff&Phelps Glbl Real Estate Securities | 25.94 | 24.91 |
| Adelante Global Strategy | 25.67 | 24.67 |
| Heitman Global Focused Strategy | 24.62 | 24.00 |
| Third Avenue Real Estate Value Equity | 25.39 | 23.98 |
| Heitman Global Diversified Strategy | 24.44 | 23.70 |
| LaSalle Global Real Estate Securities | 24.31 | 23.43 |
| Forum Securities Global Income | 24.08 | 23.14 |
| World Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Lazard Glbl Listed Infrastruct USD Hedge | 26.53 | 25.44 |
| PGI Global High Yield | 12.18 | 11.34 |
| Goldman Sachs European Fix-Inc (Eur Agg) | 6.69 | 6.40 |
| Pioneer Global High Yield | 6.76 | 6.21 |
| Morgan Stanley Glb Fxd Inc Opportunities | 7.39 | 5.83 |
| PGI Global Credit Opportunities | 5.87 | 5.17 |
| Oaktree European Senior Loans | 5.64 | 5.08 |
| Ibis Global Preservation | 5.61 | 5.02 |
| Standish European Inv Grade Corp | 5.26 | 4.94 |
| Standish Euroland - € Hedged | 4.98 | 4.83 |
| World Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Lazard Glbl Listed Infrastruct USD Hedge | 20.80 | 19.82 |
| Newgate Total Return Income | 17.93 | 17.07 |
| Stone Harbor Glbl High Yield Comp 70/30 | 15.68 | 15.17 |
| Stone Harbor Global High Yield 50/50 | 14.88 | 14.41 |
| Templeton Global Multisector Plus Comp | 15.13 | 14.12 |
| PIMCO Diversified Income | 13.38 | 12.59 |
| Prudential Global Aggregate Plus | 12.14 | 11.72 |
| Brandywine Global Opportun Fxd Inc | 12.18 | 11.68 |
| GMO International Bond Strategy | 11.87 | 11.50 |
| Western Asset Mgt Glbl Multi Sector | 11.77 | 11.32 |
| High Yield Bond | 1 year gross return | 1 year net return |
|---|---|---|
| DDJ Strategic Income Plus Composite | 14.76 | 12.55 |
| Morgan Stanley Global High Yield | 14.00 | 12.06 |
| Franklin Gbl High Yld Institutional Comp | 12.59 | 12.00 |
| Morgan Stanley U.S. High Yield | 12.69 | 11.82 |
| Oaktree European High Yield Bonds | 11.55 | 11.00 |
| Federated High Yield FI with Eq Exposure | 11.42 | 10.88 |
| Shenkman Capital Multi-Strategy Comp | 11.83 | 10.85 |
| NCRAM Hi Yld Tol Ret Instl (HYTRIC) | 11.12 | 10.57 |
| Babson High Yield | 11.15 | 10.54 |
| Franklin European High Yield Composite | 10.53 | 9.94 |
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Manulife AM US High Yield Fixed Income | 24.53 | 23.92 |
| NCRAM Hi Yld Tol Ret Instl (HYTRIC) | 22.62 | 22.02 |
| PENN Capital Mgt Distressed Total Return | 22.74 | 20.78 |
| Federated High Yield FI with Eq Exposure | 20.77 | 20.18 |
| AAM Credit Opportunities | 20.62 | 19.50 |
| AllianceBernstein US High Yield | 20.16 | 19.40 |
| Pyramis High Yield CMBS Composite | 20.27 | 19.39 |
| Western Asset Mgt US High Yield | 19.83 | 19.37 |
| Loomis Sayles High Yield Full Discretion | 19.80 | 19.32 |
| Franklin Gbl High Yld Institutional Comp | 19.77 | 19.11 |
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| S&P Capital Appreciation Fund Moderate | 13.50 | 13.33 |
| Semper Active Mortgage-Backed Securities | 3.26 | 2.80 |
| Seix Core Bond Wrap SMA | 1.72 | 1.48 |
| CS McKee Broad Government Fixed | 1.53 | 1.02 |
| Federated Govt Credit w MAPS MA | 1.84 | 0.69 |
| Smith Breeden Mortgage Index Plus | 0.63 | 0.29 |
| Federated Govt Credit no MAPS MA | 1.41 | 0.28 |
| Federated Intermediate Govt Credit MA | 1.32 | 0.19 |
| Columbia US Government Mortgage | 0.43 | 0.07 |
| Sage Core Government/Credit Fixed Income | 0.33 | -0.06 |
| Intermediate Government | 5 year gross return | 5 year net return |
|---|---|---|
| S&P Capital Appreciation Fund Moderate | 13.82 | 13.66 |
| Semper Active Mortgage-Backed Securities | 11.93 | 11.49 |
| Columbia US Government Mortgage | 7.90 | 7.53 |
| Sage Core Government/Credit Fixed Income | 5.97 | 5.58 |
| Federated Govt Credit w MAPS MA | 6.69 | 5.40 |
| Seix Core Bond Wrap SMA | 5.14 | 4.90 |
| Logan Circle STAMP Intmt Govt/Credit | 5.17 | 4.90 |
| ClearBridge Taxable Fixed Income SMA | 5.56 | 4.27 |
| Wells Fargo/BlackRock Int Gv/Cr Bd Idx F | 0.00 | 4.23 |
| Smith Breeden Mortgage Index Plus | 4.51 | 4.14 |
| Intermediate-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Brookfield Enhanced Mortgage-Backed Secs | 10.20 | 10.02 |
| GW&K Corporate Bond Opportunities Strat | 6.14 | 5.35 |
| Flaherty & Crumrine Separate Mgd Account | 5.51 | 5.01 |
| SFS Power Yield | 5.59 | 4.95 |
| Granite Tactical Global Interm FI Strat | 5.38 | 4.78 |
| Spectrum Preferred Securities | 4.91 | 4.65 |
| ICON U.S. Income Portfolio | 4.92 | 4.17 |
| ING Investment Grade Credit | 4.11 | 3.79 |
| Pioneer Opportunistic Core | 4.09 | 3.72 |
| JPMCB Mortgage Credit Opportunity Inv | 0.00 | 3.67 |
| Intermediate-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Spectrum Preferred Securities | 22.03 | 21.71 |
| Flaherty & Crumrine Separate Mgd Account | 22.21 | 21.63 |
| Brookfield Enhanced Mortgage-Backed Secs | 13.06 | 12.71 |
| ING Investment Grade Credit | 13.09 | 12.67 |
| GW&K Corporate Bond Opportunities Strat | 13.45 | 12.61 |
| SFS Power Yield | 13.17 | 12.48 |
| PGI Corporate Plus | 12.55 | 12.28 |
| Nuveen Core Plus Fixed Income | 12.61 | 12.20 |
| PGI Investment Grade Corporate | 12.38 | 12.14 |
| Reams Core Plus Fixed Income | 12.09 | 11.89 |
| Short Government | 1 year gross return | 1 year net return |
|---|---|---|
| TCW Securitized Opportunities | 7.65 | 6.57 |
| FFTW Mortgage Alpha | 4.79 | 4.27 |
| FFTW Mortgage - Unconstrained | 2.31 | 2.08 |
| Garcia Fix-Inc Government/Credit | 1.74 | 1.52 |
| Garcia F/I Short Duration Opportunistic | 0.98 | 0.90 |
| M.D. Sass Svcs 2-Year FI | 1.08 | 0.81 |
| BlackRock Mortgage | 0.98 | 0.73 |
| TCW Specialized Cash Management | 0.93 | 0.62 |
| JPMorgan MBS Bond (Columbus) | 0.87 | 0.62 |
| HGK Short Term Fixed Income | 0.71 | 0.47 |
| Short Government | 5 year gross return | 5 year net return |
|---|---|---|
| TCW Securitized Opportunities | 20.44 | 19.21 |
| FFTW Mortgage Alpha | 12.17 | 11.61 |
| FFTW Mortgage - Unconstrained | 9.98 | 9.71 |
| Garcia Fix-Inc Government/Credit | 7.47 | 7.18 |
| JPMorgan MBS Bond (Columbus) | 6.82 | 6.42 |
| BlackRock Mortgage | 5.85 | 5.57 |
| Putnam Mortgage-Only | 5.12 | 4.87 |
| PIMCO Mortgage Constrained | 4.57 | 4.40 |
| Sit Inv Short Dur Strat | 4.79 | 4.36 |
| Capital Group PCS Core Bond Composite | 4.36 | 3.84 |
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Atlantic Enhanced Stock Indexing | 22.86 | 22.61 |
| First Western High Yield Short Duration | 7.65 | 7.12 |
| TCW MetWest Strategic Income | 4.52 | 2.61 |
| Newfleet Multi-Sector Short Dur Cpst | 2.88 | 2.38 |
| Wasmer, Schroeder & Co Short Dur CMBS | 2.57 | 2.19 |
| Newfleet Multi-Sector Low Duration Core | 2.56 | 2.00 |
| Windsor Tactical Flex | 6.94 | 1.95 |
| Lord Abbett & Co. Short Duration Credit | 2.44 | 1.83 |
| Boyd Watterson Limited Duration | 2.08 | 1.78 |
| WellsCap Intermediate Premier FI | 2.04 | 1.74 |
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Atlantic Enhanced Stock Indexing | 25.23 | 24.90 |
| TCW MetWest Strategic Income | 16.19 | 14.67 |
| First Western High Yield Short Duration | 13.48 | 12.79 |
| Newfleet Multi-Sector Short Dur Cpst | 10.87 | 10.34 |
| WellsCap Intermediate Premier FI | 8.65 | 8.26 |
| Atalanta Sosnoff Tx Exmpt Interm Dur Fxd | 7.48 | 7.19 |
| Thornburg Limited Term Income Strategy | 7.55 | 6.93 |
| TCW MetWest Intermediate Bonds | 7.20 | 6.90 |
| PIMCO Mode Dur Core Plus Full Authority | 7.18 | 6.73 |
| TCW MetWest Low Duration Bonds | 6.81 | 6.52 |
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Western Asset Mgt US Index Plus | 22.71 | 22.33 |
| OFI Global Senior Loans | 6.25 | 5.74 |
| Pyramis Leveraged Loan Composite | 5.87 | 5.34 |
| First Quadrant Tact Curr Alloc L/S USD | 3.79 | 3.56 |
| Pioneer Multi-Asset Ultrashort Income | 1.73 | 1.48 |
| PIMCO Short Term | 1.30 | 0.87 |
| Advantus Short Duration Fixed Income | 1.00 | 0.84 |
| Logan Circle Enhanced Cash | 0.95 | 0.80 |
| TCW MetWest Ultra Short Bonds | 0.94 | 0.76 |
| Federated Active Cash Moderate FI Comp | 1.06 | 0.75 |
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Western Asset Mgt US Index Plus | 29.02 | 28.62 |
| OFI Global Senior Loans | 14.54 | 13.99 |
| Pyramis Leveraged Loan Composite | 14.12 | 13.56 |
| TCW MetWest Ultra Short Bonds | 4.60 | 4.44 |
| Goldman Sachs US Mortgages | 4.59 | 4.30 |
| Federated Active Cash Broad FI Composite | 4.12 | 3.80 |
| PIMCO Short Term | 3.05 | 2.64 |
| Federated Active Cash Moderate FI Comp | 2.56 | 2.25 |
| Advantus Short Duration Fixed Income | 2.35 | 2.19 |
| WellsCap Taxable 1-3 Year Fixed Income | 2.28 | 2.08 |
| Long Government | 1 year gross return | 1 year net return |
|---|---|---|
| Ryan Labs Long Liability Enhanced | 0.27 | -0.11 |
| JPMorgan Long Duration Diversified Alpha | 0.00 | -0.35 |
| JPMorgan Long Duration Invmtt Grade Plus | -0.18 | -0.42 |
| JPMorgan Long Duration Investment Grade | -0.18 | -0.43 |
| JKMAM Active Aggregate | -0.18 | -0.58 |
| Ryan Labs Very Long Liability Enhanced | -0.27 | -0.64 |
| Hillswick Long Duration Government | -2.89 | -3.16 |
| SSgA Long US Gov Index Class A | -6.43 | -4.21 |
| SSgA US Long Gov Bond Index NL Ser A | 0.00 | -4.26 |
| SSgA Long U.S. Govt Bond Index Strategy | -4.20 | -4.26 |
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| JPMorgan Long Duration Diversified Alpha | 11.24 | 10.82 |
| JPMorgan Long Duration Invmtt Grade Plus | 10.42 | 10.05 |
| JPMorgan Long Duration Investment Grade | 9.96 | 9.66 |
| Ryan Labs Very Long Liability Enhanced | 9.04 | 8.63 |
| Hillswick Long Duration Government | 7.57 | 7.25 |
| PIMCO Long Duration Treasury | 7.43 | 6.93 |
| Ryan Labs Long Liability Enhanced | 6.66 | 6.28 |
| NISA 15+ STRIPS | 5.62 | 5.37 |
| NISA Long Dur Govt Only Consolidated | 5.55 | 5.30 |
| SSgA Long US Gov Index Class A | 0.00 | 4.99 |
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Guggenheim Absolute Return Strategic | 6.70 | 5.81 |
| PGI Global Investment Grade Corporate | 5.04 | 4.68 |
| Nuveen Preferred Securities SMA | 5.72 | 4.51 |
| Logan Circle Corporate Fixed Income | 3.85 | 3.48 |
| Logan Circle Long Credit | 3.18 | 2.83 |
| AAM Core Plus | 3.19 | 2.65 |
| TCH Credit Fixed Income | 2.57 | 2.44 |
| Loomis Sayles Core Plus Full Discretion | 2.60 | 2.31 |
| NCM Capital Mgt Agg Fix-Inc | 2.37 | 2.12 |
| Prudential Fixed Inc Corporate FI | 2.40 | 2.10 |
| Long-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Nuveen Preferred Securities SMA | 21.64 | 20.19 |
| Reams Long Duration Fixed Income | 17.18 | 16.96 |
| Guggenheim Absolute Return Strategic | 17.48 | 16.36 |
| Logan Circle Long Credit | 16.33 | 15.92 |
| PIMCO Long Term Bond - Long Credit | 14.83 | 14.50 |
| Logan Circle Long Duration | 14.79 | 14.39 |
| PGI Long Duration Credit Emphasis | 14.08 | 13.93 |
| Standish US Long Duration | 14.00 | 13.77 |
| NISA Long Dur Credit Only Consolidated | 13.62 | 13.48 |
| AAM Core Plus | 14.04 | 13.39 |
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Dunn Warren Conservative w/ mutual funds | 8.46 | 7.88 |
| Putnam Fixed Income Global Alpha Plus | 7.65 | 6.91 |
| Frost Credit Composite | 7.36 | 6.75 |
| Thornburg Multisector Opportunistic Stra | 6.50 | 5.73 |
| Windsor Enhanced Income | 10.74 | 5.58 |
| BW Global Multi-Sector Income (fka GITR) | 5.37 | 4.66 |
| Loomis Sayles Multi-Sector Full Discretn | 4.91 | 4.59 |
| Pioneer Opportunistic Core Plus | 4.64 | 4.23 |
| Clark Navigator FI Total Return (SAI) | 4.81 | 4.18 |
| Toews Moderate Income-iVest TDFI | 5.10 | 3.96 |
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Loomis Sayles Multi-Sector Full Discretn | 15.71 | 15.36 |
| Putnam Fixed Income Global Alpha Plus | 15.97 | 15.15 |
| Clark Navigator FI Total Return (SAI) | 15.96 | 15.08 |
| Fifth Third Asst Mgt Strategic Inc Plus | 15.49 | 14.98 |
| Thornburg Multisector Opportunistic Stra | 15.37 | 14.35 |
| First Trust FTA Taxable Closed-End Fund | 15.66 | 14.07 |
| Newfleet Multi-Sector Opportunistic Cpst | 14.32 | 13.70 |
| Pioneer Opportunistic Core Plus | 12.71 | 12.27 |
| Manulife AM US Strategic Fixed Income | 12.56 | 12.14 |
| Federated Strategic Multi-Sector FI Comp | 12.52 | 12.11 |
| Convertibles | 1 year gross return | 1 year net return |
|---|---|---|
| SSI Inv Grade Convert Strat | 24.41 | 23.25 |
| ClearBridge U.S. Convertibles | 21.94 | 21.22 |
| Allianz Convertibles | 21.05 | 20.61 |
| Lord Abbett & Co. Convertibles | 21.53 | 20.32 |
| SSI Outright Discretionary Convert Strat | 20.82 | 20.27 |
| Palisade Convertible Securities Comp | 20.72 | 20.02 |
| MacKay Shields Convertibles | 19.81 | 19.21 |
| Advent Balanced Convertible Strategy | 19.32 | 18.79 |
| Gabelli Asset Mgt Convert | 19.60 | 18.59 |
| Lord Abbett & Co. Convertibles MA | 22.00 | 18.45 |
| Convertibles | 5 year gross return | 5 year net return |
|---|---|---|
| ClearBridge U.S. Convertibles | 25.50 | 24.75 |
| Cohen & Steers Preferred Securities | 23.68 | 22.92 |
| PENN Capital Mgt Convertible Securities | 22.02 | 20.91 |
| PIMCO Convertible | 20.00 | 19.23 |
| Camden Long Only Convertible Composite | 19.44 | 18.76 |
| Allianz Convertibles | 19.03 | 18.56 |
| Gabelli Asset Mgt Convert | 19.49 | 18.46 |
| Putnam HY Convertible Managed Acct | 18.40 | 18.40 |
| Advent Balanced Convertible Strategy | 18.32 | 17.73 |
| Nicholas Inv - Convertibles | 18.38 | 17.51 |
| High Yield Bond | 1 year gross return | 1 year net return |
|---|---|---|
| DDJ Strategic Income Plus Composite | 14.76 | 12.55 |
| Morgan Stanley Global High Yield | 14.00 | 12.06 |
| Franklin Gbl High Yld Institutional Comp | 12.59 | 12.00 |
| Morgan Stanley U.S. High Yield | 12.69 | 11.82 |
| Oaktree European High Yield Bonds | 11.55 | 11.00 |
| Federated High Yield FI with Eq Exposure | 11.42 | 10.88 |
| Shenkman Capital Multi-Strategy Comp | 11.83 | 10.85 |
| NCRAM Hi Yld Tol Ret Instl (HYTRIC) | 11.12 | 10.57 |
| Babson High Yield | 11.15 | 10.54 |
| Franklin European High Yield Composite | 10.53 | 9.94 |
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Manulife AM US High Yield Fixed Income | 24.53 | 23.92 |
| NCRAM Hi Yld Tol Ret Instl (HYTRIC) | 22.62 | 22.02 |
| PENN Capital Mgt Distressed Total Return | 22.74 | 20.78 |
| Federated High Yield FI with Eq Exposure | 20.77 | 20.18 |
| AAM Credit Opportunities | 20.62 | 19.50 |
| AllianceBernstein US High Yield | 20.16 | 19.40 |
| Pyramis High Yield CMBS Composite | 20.27 | 19.39 |
| Western Asset Mgt US High Yield | 19.83 | 19.37 |
| Loomis Sayles High Yield Full Discretion | 19.80 | 19.32 |
| Franklin Gbl High Yld Institutional Comp | 19.77 | 19.11 |
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| S&P Capital Appreciation Fund Moderate | 13.50 | 13.33 |
| Semper Active Mortgage-Backed Securities | 3.26 | 2.80 |
| Seix Core Bond Wrap SMA | 1.72 | 1.48 |
| CS McKee Broad Government Fixed | 1.53 | 1.02 |
| Federated Govt Credit w MAPS MA | 1.84 | 0.69 |
| Smith Breeden Mortgage Index Plus | 0.63 | 0.29 |
| Federated Govt Credit no MAPS MA | 1.41 | 0.28 |
| Federated Intermediate Govt Credit MA | 1.32 | 0.19 |
| Columbia US Government Mortgage | 0.43 | 0.07 |
| Sage Core Government/Credit Fixed Income | 0.33 | -0.06 |
| Intermediate Government | 5 year gross return | 5 year net return |
|---|---|---|
| S&P Capital Appreciation Fund Moderate | 13.82 | 13.66 |
| Semper Active Mortgage-Backed Securities | 11.93 | 11.49 |
| Columbia US Government Mortgage | 7.90 | 7.53 |
| Sage Core Government/Credit Fixed Income | 5.97 | 5.58 |
| Federated Govt Credit w MAPS MA | 6.69 | 5.40 |
| Seix Core Bond Wrap SMA | 5.14 | 4.90 |
| Logan Circle STAMP Intmt Govt/Credit | 5.17 | 4.90 |
| ClearBridge Taxable Fixed Income SMA | 5.56 | 4.27 |
| Wells Fargo/BlackRock Int Gv/Cr Bd Idx F | 0.00 | 4.23 |
| Smith Breeden Mortgage Index Plus | 4.51 | 4.14 |
| Intermediate-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Brookfield Enhanced Mortgage-Backed Secs | 10.20 | 10.02 |
| GW&K Corporate Bond Opportunities Strat | 6.14 | 5.35 |
| Flaherty & Crumrine Separate Mgd Account | 5.51 | 5.01 |
| SFS Power Yield | 5.59 | 4.95 |
| Granite Tactical Global Interm FI Strat | 5.38 | 4.78 |
| Spectrum Preferred Securities | 4.91 | 4.65 |
| ICON U.S. Income Portfolio | 4.92 | 4.17 |
| ING Investment Grade Credit | 4.11 | 3.79 |
| Pioneer Opportunistic Core | 4.09 | 3.72 |
| JPMCB Mortgage Credit Opportunity Inv | 0.00 | 3.67 |
| Intermediate-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Spectrum Preferred Securities | 22.03 | 21.71 |
| Flaherty & Crumrine Separate Mgd Account | 22.21 | 21.63 |
| Brookfield Enhanced Mortgage-Backed Secs | 13.06 | 12.71 |
| ING Investment Grade Credit | 13.09 | 12.67 |
| GW&K Corporate Bond Opportunities Strat | 13.45 | 12.61 |
| SFS Power Yield | 13.17 | 12.48 |
| PGI Corporate Plus | 12.55 | 12.28 |
| Nuveen Core Plus Fixed Income | 12.61 | 12.20 |
| PGI Investment Grade Corporate | 12.38 | 12.14 |
| Reams Core Plus Fixed Income | 12.09 | 11.89 |
| Short Government | 1 year gross return | 1 year net return |
|---|---|---|
| TCW Securitized Opportunities | 7.65 | 6.57 |
| FFTW Mortgage Alpha | 4.79 | 4.27 |
| FFTW Mortgage - Unconstrained | 2.31 | 2.08 |
| Garcia Fix-Inc Government/Credit | 1.74 | 1.52 |
| Garcia F/I Short Duration Opportunistic | 0.98 | 0.90 |
| M.D. Sass Svcs 2-Year FI | 1.08 | 0.81 |
| BlackRock Mortgage | 0.98 | 0.73 |
| TCW Specialized Cash Management | 0.93 | 0.62 |
| JPMorgan MBS Bond (Columbus) | 0.87 | 0.62 |
| HGK Short Term Fixed Income | 0.71 | 0.47 |
| Short Government | 5 year gross return | 5 year net return |
|---|---|---|
| TCW Securitized Opportunities | 20.44 | 19.21 |
| FFTW Mortgage Alpha | 12.17 | 11.61 |
| FFTW Mortgage - Unconstrained | 9.98 | 9.71 |
| Garcia Fix-Inc Government/Credit | 7.47 | 7.18 |
| JPMorgan MBS Bond (Columbus) | 6.82 | 6.42 |
| BlackRock Mortgage | 5.85 | 5.57 |
| Putnam Mortgage-Only | 5.12 | 4.87 |
| PIMCO Mortgage Constrained | 4.57 | 4.40 |
| Sit Inv Short Dur Strat | 4.79 | 4.36 |
| Capital Group PCS Core Bond Composite | 4.36 | 3.84 |
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Atlantic Enhanced Stock Indexing | 22.86 | 22.61 |
| First Western High Yield Short Duration | 7.65 | 7.12 |
| TCW MetWest Strategic Income | 4.52 | 2.61 |
| Newfleet Multi-Sector Short Dur Cpst | 2.88 | 2.38 |
| Wasmer, Schroeder & Co Short Dur CMBS | 2.57 | 2.19 |
| Newfleet Multi-Sector Low Duration Core | 2.56 | 2.00 |
| Windsor Tactical Flex | 6.94 | 1.95 |
| Lord Abbett & Co. Short Duration Credit | 2.44 | 1.83 |
| Boyd Watterson Limited Duration | 2.08 | 1.78 |
| WellsCap Intermediate Premier FI | 2.04 | 1.74 |
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Atlantic Enhanced Stock Indexing | 25.23 | 24.90 |
| TCW MetWest Strategic Income | 16.19 | 14.67 |
| First Western High Yield Short Duration | 13.48 | 12.79 |
| Newfleet Multi-Sector Short Dur Cpst | 10.87 | 10.34 |
| WellsCap Intermediate Premier FI | 8.65 | 8.26 |
| Atalanta Sosnoff Tx Exmpt Interm Dur Fxd | 7.48 | 7.19 |
| Thornburg Limited Term Income Strategy | 7.55 | 6.93 |
| TCW MetWest Intermediate Bonds | 7.20 | 6.90 |
| PIMCO Mode Dur Core Plus Full Authority | 7.18 | 6.73 |
| TCW MetWest Low Duration Bonds | 6.81 | 6.52 |
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Western Asset Mgt US Index Plus | 22.71 | 22.33 |
| OFI Global Senior Loans | 6.25 | 5.74 |
| Pyramis Leveraged Loan Composite | 5.87 | 5.34 |
| First Quadrant Tact Curr Alloc L/S USD | 3.79 | 3.56 |
| Pioneer Multi-Asset Ultrashort Income | 1.73 | 1.48 |
| PIMCO Short Term | 1.30 | 0.87 |
| Advantus Short Duration Fixed Income | 1.00 | 0.84 |
| Logan Circle Enhanced Cash | 0.95 | 0.80 |
| TCW MetWest Ultra Short Bonds | 0.94 | 0.76 |
| Federated Active Cash Moderate FI Comp | 1.06 | 0.75 |
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Western Asset Mgt US Index Plus | 29.02 | 28.62 |
| OFI Global Senior Loans | 14.54 | 13.99 |
| Pyramis Leveraged Loan Composite | 14.12 | 13.56 |
| TCW MetWest Ultra Short Bonds | 4.60 | 4.44 |
| Goldman Sachs US Mortgages | 4.59 | 4.30 |
| Federated Active Cash Broad FI Composite | 4.12 | 3.80 |
| PIMCO Short Term | 3.05 | 2.64 |
| Federated Active Cash Moderate FI Comp | 2.56 | 2.25 |
| Advantus Short Duration Fixed Income | 2.35 | 2.19 |
| WellsCap Taxable 1-3 Year Fixed Income | 2.28 | 2.08 |
| Long Government | 1 year gross return | 1 year net return |
|---|---|---|
| Ryan Labs Long Liability Enhanced | 0.27 | -0.11 |
| JPMorgan Long Duration Diversified Alpha | 0.00 | -0.35 |
| JPMorgan Long Duration Invmtt Grade Plus | -0.18 | -0.42 |
| JPMorgan Long Duration Investment Grade | -0.18 | -0.43 |
| JKMAM Active Aggregate | -0.18 | -0.58 |
| Ryan Labs Very Long Liability Enhanced | -0.27 | -0.64 |
| Hillswick Long Duration Government | -2.89 | -3.16 |
| SSgA Long US Gov Index Class A | -6.43 | -4.21 |
| SSgA US Long Gov Bond Index NL Ser A | 0.00 | -4.26 |
| SSgA Long U.S. Govt Bond Index Strategy | -4.20 | -4.26 |
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| JPMorgan Long Duration Diversified Alpha | 11.24 | 10.82 |
| JPMorgan Long Duration Invmtt Grade Plus | 10.42 | 10.05 |
| JPMorgan Long Duration Investment Grade | 9.96 | 9.66 |
| Ryan Labs Very Long Liability Enhanced | 9.04 | 8.63 |
| Hillswick Long Duration Government | 7.57 | 7.25 |
| PIMCO Long Duration Treasury | 7.43 | 6.93 |
| Ryan Labs Long Liability Enhanced | 6.66 | 6.28 |
| NISA 15+ STRIPS | 5.62 | 5.37 |
| NISA Long Dur Govt Only Consolidated | 5.55 | 5.30 |
| SSgA Long US Gov Index Class A | 0.00 | 4.99 |
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Guggenheim Absolute Return Strategic | 6.70 | 5.81 |
| PGI Global Investment Grade Corporate | 5.04 | 4.68 |
| Nuveen Preferred Securities SMA | 5.72 | 4.51 |
| Logan Circle Corporate Fixed Income | 3.85 | 3.48 |
| Logan Circle Long Credit | 3.18 | 2.83 |
| AAM Core Plus | 3.19 | 2.65 |
| TCH Credit Fixed Income | 2.57 | 2.44 |
| Loomis Sayles Core Plus Full Discretion | 2.60 | 2.31 |
| NCM Capital Mgt Agg Fix-Inc | 2.37 | 2.12 |
| Prudential Fixed Inc Corporate FI | 2.40 | 2.10 |
| Long-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Nuveen Preferred Securities SMA | 21.64 | 20.19 |
| Reams Long Duration Fixed Income | 17.18 | 16.96 |
| Guggenheim Absolute Return Strategic | 17.48 | 16.36 |
| Logan Circle Long Credit | 16.33 | 15.92 |
| PIMCO Long Term Bond - Long Credit | 14.83 | 14.50 |
| Logan Circle Long Duration | 14.79 | 14.39 |
| PGI Long Duration Credit Emphasis | 14.08 | 13.93 |
| Standish US Long Duration | 14.00 | 13.77 |
| NISA Long Dur Credit Only Consolidated | 13.62 | 13.48 |
| AAM Core Plus | 14.04 | 13.39 |
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Dunn Warren Conservative w/ mutual funds | 8.46 | 7.88 |
| Putnam Fixed Income Global Alpha Plus | 7.65 | 6.91 |
| Frost Credit Composite | 7.36 | 6.75 |
| Thornburg Multisector Opportunistic Stra | 6.50 | 5.73 |
| Windsor Enhanced Income | 10.74 | 5.58 |
| BW Global Multi-Sector Income (fka GITR) | 5.37 | 4.66 |
| Loomis Sayles Multi-Sector Full Discretn | 4.91 | 4.59 |
| Pioneer Opportunistic Core Plus | 4.64 | 4.23 |
| Clark Navigator FI Total Return (SAI) | 4.81 | 4.18 |
| Toews Moderate Income-iVest TDFI | 5.10 | 3.96 |
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Loomis Sayles Multi-Sector Full Discretn | 15.71 | 15.36 |
| Putnam Fixed Income Global Alpha Plus | 15.97 | 15.15 |
| Clark Navigator FI Total Return (SAI) | 15.96 | 15.08 |
| Fifth Third Asst Mgt Strategic Inc Plus | 15.49 | 14.98 |
| Thornburg Multisector Opportunistic Stra | 15.37 | 14.35 |
| First Trust FTA Taxable Closed-End Fund | 15.66 | 14.07 |
| Newfleet Multi-Sector Opportunistic Cpst | 14.32 | 13.70 |
| Pioneer Opportunistic Core Plus | 12.71 | 12.27 |
| Manulife AM US Strategic Fixed Income | 12.56 | 12.14 |
| Federated Strategic Multi-Sector FI Comp | 12.52 | 12.11 |
| Inflation-Protected Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Standish Global TIPS | 0.23 | 0.13 |
| Laffer Investments US Inflation Strategy | 0.80 | -0.20 |
| JPMCB Inflation Managed Bond Inv | 0.00 | -1.47 |
| Julex Capital Mngt Dynamic Real Asset | -3.15 | -4.08 |
| FFTW Global Inflation Linked Bonds | -4.43 | -4.67 |
| Franklin U.S. TIPS Composite | -4.81 | -4.96 |
| IR+M Int. TIPS | -4.87 | -4.97 |
| Richmond Capital Mgt TIPS 1-10 Yr | -4.92 | -5.00 |
| NISA Intermediate TIPS | -4.84 | -5.06 |
| Wellington TIPS | -4.98 | -5.12 |
| Inflation-Protected Bond | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO Real Ret Asset Long Duration | 8.93 | 8.38 |
| Standish Global TIPS | 7.43 | 7.33 |
| PIMCO Real Return Full Authority | 6.95 | 6.42 |
| Western Asset Mgt US TIPS Full Discr | 5.77 | 5.45 |
| PIMCO Real Return for Managed Accounts | 7.03 | 5.41 |
| FFTW Global Inflation Linked Bonds | 5.57 | 5.31 |
| Franklin U.S. TIPS Composite | 5.36 | 5.22 |
| Hartford Inv Mgt TIPS – Asset Class | 5.35 | 5.13 |
| JPMCB Real Return Fund Inv | 0.00 | 5.08 |
| Northern Trust TIPS | 5.06 | 4.96 |
| Stable Value | 1 year gross return | 1 year net return |
|---|---|---|
| T. Rowe Price Stable Value | 2.42 | 2.16 |
| Standish Stable Value | 2.26 | 2.14 |
| JPMCB Stable Value Fund Inv | 0.00 | 1.97 |
| Wells Fargo Stable Return Fund G | 1.65 | 1.65 |
| JPMorgan US FI Stable Value (NY) | 1.86 | 1.60 |
| Invesco Stable Value | 1.80 | 1.60 |
| Galliard Stable Value Composite | 1.96 | 1.55 |
| BMO Employee Benefit Stable Principal Fd | 1.92 | 1.52 |
| JPMCB Stable Asset Income Fund- G | 0.00 | 1.51 |
| JPMCB Stable Asset Income Fund- F | 0.00 | 1.46 |
| Stable Value | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO Mod Dur Core Stable Value | 5.20 | 4.98 |
| T. Rowe Price Stable Value | 3.41 | 3.19 |
| Standish Stable Value | 3.02 | 2.92 |
| Invesco Stable Value | 2.92 | 2.71 |
| Galliard Stable Value Composite | 2.95 | 2.54 |
| BMO Employee Benefit Stable Principal Fd | 2.60 | 2.19 |
| Columbia Trust Stable Government I-25 Fd | 0.00 | 2.08 |
| JPMorgan US FI Stable Value (NY) | 2.18 | 2.06 |
| JPMCB Stable Value Fund Inv | 0.00 | 1.97 |
| JPMCB Stable Asset Income Fund- F | 0.00 | 1.80 |
| Emerging Markets Bond | 1 year gross return | 1 year net return |
|---|---|---|
| DCM Emerging Markets Debt | 3.69 | 3.07 |
| GMO Emerging Country Debt Strategy | 3.78 | 3.04 |
| Global Evolution Frontier Markets | 3.98 | 2.95 |
| HSBC Emg Mkts Debt - Total Return | 2.77 | 2.77 |
| Investec Emerging Market Corporate Debt | 2.26 | 1.52 |
| Schroders Emrg Mkts Debt Absolute Return | 2.62 | 1.46 |
| T. Rowe Price Emerging Markets Corp Bd | 1.35 | 0.79 |
| Aberdeen Canada-Emerging Markets Debt | 1.31 | 0.70 |
| Loomis Sayles Emerging Markets Corp Debt | 0.83 | 0.47 |
| Prudential Fixed Inc Emerging Mkts Debt | 0.99 | 0.43 |
| Emerging Markets Bond | 5 year gross return | 5 year net return |
|---|---|---|
| GMO Emerging Country Debt Strategy | 20.89 | 19.98 |
| Ashmore EM Corp Dbt Broad (CEMBI) Comp | 19.89 | 18.56 |
| DCM Emerging Markets Debt | 18.33 | 17.63 |
| Franklin Emerging Mkt Dbt Opp (USD) Comp | 18.18 | 17.23 |
| Logan Circle Emerging Markets Debt | 17.78 | 17.13 |
| Pyramis Emerging Market Debt Composite | 17.07 | 16.32 |
| TCW Emerging Markets Fixed Income | 16.92 | 16.21 |
| Federated Emerging Markets Debt Comp | 15.45 | 14.73 |
| Columbia Emerging Markets Fixed Income | 15.15 | 14.56 |
| Stone Harbor EMD Total Return | 15.27 | 14.53 |
| World Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| Niemann Dynamic Sector | 30.88 | 28.38 |
| Jennison Global Equity Opportunities | 27.79 | 26.83 |
| Schroders Global Climate Change | 25.50 | 23.67 |
| Marsico Non-Taxable Flexible Capital | 25.03 | 23.27 |
| Global Alpha | 23.75 | 22.92 |
| iSectors Post-MPT Growth Allocation | 22.95 | 22.23 |
| Niemann Risk Managed Sector | 23.94 | 21.81 |
| Niemann Global Opportunity (Equity Plus) | 23.20 | 20.89 |
| Loring Ward Global Equity DFA | 21.06 | 20.76 |
| Allianz Global Equity Sustainability | 21.86 | 20.62 |
| World Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Marsico Non-Taxable Flexible Capital | 29.86 | 28.52 |
| Global Alpha | 22.89 | 22.10 |
| Loring Ward Global Equity DFA SRI | 22.39 | 22.10 |
| Loring Ward Global Equity DFA | 21.93 | 21.61 |
| Loring Ward Global Equity DFA TM | 21.55 | 21.25 |
| Loring Ward Global Equity SA | 20.84 | 20.84 |
| JP Morgan Global Focus | 20.45 | 19.58 |
| Russell TM Equity Growth Model Strategy | 19.44 | 19.44 |
| WestEnd Advisors Global Equity | 20.61 | 19.32 |
| Deschutes Matisse Discounted CE Fd Stgy | 20.48 | 19.31 |
| Conservative Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| Abaris Balanced Portfolio | 45.34 | 43.24 |
| Sadoff Balanced | 18.70 | 17.54 |
| UBS: U.S. Balanced Portfolio | 17.71 | 16.95 |
| Eaton Vance/Parametric MSA - 55% Equity | 17.26 | 16.71 |
| FPA Contrarian Value | 17.49 | 16.09 |
| Meeder Balanced Portfolio | 15.52 | 15.52 |
| Tillar-Wenstrup Diversified Core Bal | 15.87 | 15.06 |
| Della Parola Tactical Balanced Strategy | 16.17 | 15.03 |
| Tillar-Wenstrup Core Balanced | 17.02 | 15.00 |
| Messner & Smith - Balanced | 15.39 | 14.37 |
| Conservative Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Parametric Tax-Advantage Enhanced Income | 19.40 | 18.99 |
| Parametric Enhanced Income | 18.84 | 18.44 |
| UBS: U.S. Balanced Portfolio | 18.89 | 18.12 |
| Farr Miller & Wash FMW Gr & Inc | 17.39 | 16.43 |
| Clark Navigator MultiStrategy 25-75(SAI) | 17.54 | 15.91 |
| FPA Contrarian Value | 17.30 | 15.87 |
| SignalPoint Universal Signal | 17.01 | 15.80 |
| Clark Navigator Global Balanced 40-60 | 16.12 | 15.56 |
| Clark Navigator Global Balanced 20-80 | 16.06 | 15.51 |
| MCA Conservative Portfolios | 16.29 | 15.43 |
| Moderate Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| Della Parola Tactical Growth Strategy | 30.77 | 28.21 |
| Niemann Risk Managed | 30.22 | 27.53 |
| Hurley Capital Value Equity | 25.15 | 23.20 |
| Meeder Moderate Growth Portfolio | 21.93 | 21.93 |
| Johnson Institutional Mgt Enhanced Index | 21.54 | 21.29 |
| Loring Ward Glb Sustainability Equity | 20.97 | 20.67 |
| Harris Assoc. Equity & Income Comp | 20.02 | 19.31 |
| JPMCB Diversified Equity Fund | 0.00 | 18.91 |
| Winslow Asset Mgt All Cap Balanced | 18.97 | 18.29 |
| Sowell Platnium Plus Balanced | 19.25 | 18.22 |
| Moderate Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Winterset Active/Edge Aggr Gr (ProFunds) | 31.73 | 29.19 |
| AAM Tactical Income | 23.87 | 23.05 |
| Johnson Institutional Mgt Enhanced Index | 23.33 | 23.04 |
| MCA Balanced Portfolios | 21.34 | 20.47 |
| Winslow Asset Mgt All Cap Balanced | 19.86 | 19.13 |
| Loring Ward Global Captial Appr DFA | 19.28 | 18.99 |
| CMG Opportunistic All Asset ETF Strategy | 19.91 | 18.56 |
| Loring Ward Global Capital Appr SA | 18.17 | 18.17 |
| Estabrook Balanced WRAP | 15.26 | 17.70 |
| Sowell Aggressive Growth | 19.46 | 17.60 |
| Target Date 2000-2010 | 1 year gross return | 1 year net return |
|---|---|---|
| JPMCB SmartRetirement 2010 Fund-C10 | 0.00 | 7.87 |
| VT Vantagepoint Milestone 2010 R5 | 0.00 | 7.75 |
| VT Vantagepoint Milestone 2010 R3 | 0.00 | 7.45 |
| VT Vantagepoint Milestone 2010 R1 | 0.00 | 7.18 |
| JPMCB SmartRetirement Pasv Blnd 2010-C | 0.00 | 6.35 |
| AGF Steward Navigator 2010 Fund | 6.17 | 6.17 |
| JPMCB SmartRetirement Pasv Blnd 2010-C20 | 0.00 | 6.06 |
| SEI Target Date 2010 Fund CT-1 | 0.00 | 5.40 |
| SEI Target Date 2010 Fund CT-2 | 0.00 | 5.24 |
| SEI Target Date 2010 Fund CT-3 | 0.00 | 5.15 |
| Target Date 2000-2010 | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB SmartRetirement 2010 Fund-C10 | 0.00 | 11.94 |
| SSgA Target Retirement 2010 NL Ser A | 0.00 | 11.93 |
| SSgA Target Retirement 2010 NL Ser C | 0.00 | 11.88 |
| SSgA Target Retirement 2010 SL Fd Cl II | 0.00 | 11.84 |
| SSgA Target Retirement 2010 SL Fd Cl III | 0.00 | 11.55 |
| SSgA Target Retirement 2010 SL Ser VI | 0.00 | 11.53 |
| SSgA Target Retirement 2010 NL Ser D | 0.00 | 11.52 |
| SEI Target Date 2010 Fund CT-1 | 0.00 | 11.00 |
| MAP Target 2010 Fund | 0.00 | 10.84 |
| SEI Target Date 2010 Fund CT-3 | 0.00 | 10.72 |
| Target Date 2011-2015 | 1 year gross return | 1 year net return |
|---|---|---|
| Meeder Age-based 60-62 | 12.56 | 12.56 |
| VT Vantagepoint Milestone 2015 R5 | 0.00 | 9.37 |
| JPMCB SmartRetirement 2015 Fund Inst | 0.00 | 9.21 |
| JPMCB SmartRetirement 2015 Fund-C | 0.00 | 9.16 |
| VT Vantagepoint Milestone 2015 R3 | 0.00 | 9.12 |
| JPMCB SmartRetirement 2015 Fund-C10 | 0.00 | 9.02 |
| JPMCB SmartRetirement 2015 Fund-C20 | 0.00 | 8.92 |
| VT Vantagepoint Milestone 2015 R1 | 0.00 | 8.80 |
| JPMCB SmartRetirement 2015 Fund C35 | 0.00 | 8.73 |
| JPMCB SmartRetirement Pasv Blnd 2015-C | 0.00 | 8.12 |
| Target Date 2011-2015 | 5 year gross return | 5 year net return |
|---|---|---|
| SSgA Target Retirement 2015 NL Ser A | 0.00 | 14.47 |
| SSgA Target Retirement 2015 NL Ser C | 0.00 | 14.37 |
| SSgA Target Retirement 2015 SL Fd Cl II | 0.00 | 14.35 |
| JPMCB SmartRetirement 2015 Fund-C | 0.00 | 14.06 |
| SSgA Target Retirement 2015 SL Fd Cl III | 0.00 | 14.06 |
| SSgA Target Retirement 2015 NL Ser D | 0.00 | 14.03 |
| SSgA Target Retirement 2015 SL Ser VI | 0.00 | 14.03 |
| JPMCB SmartRetirement 2015 Fund-C10 | 0.00 | 13.96 |
| JPMCB SmartRetirement 2015 Fund-C20 | 0.00 | 13.83 |
| Meeder Age-based 60-62 | 13.11 | 13.11 |
| Target Date 2016-2020 | 1 year gross return | 1 year net return |
|---|---|---|
| Meeder Age-based 55-59 | 14.31 | 14.31 |
| VT Vantagepoint Milestone 2020 R5 | 0.00 | 11.57 |
| JPMCB SmartRetirement 2020 Fund Inst | 0.00 | 11.53 |
| JPMCB SmartRetirement 2020 Fund-C | 0.00 | 11.45 |
| JPMCB SmartRetirement 2020 Fund-C10 | 0.00 | 11.33 |
| VT Vantagepoint Milestone 2020 R3 | 0.00 | 11.28 |
| JPMCB SmartRetirement 2020 Fund-C20 | 0.00 | 11.22 |
| JPMCB SmartRetirement 2020 Fund C35 | 0.00 | 11.00 |
| VT Vantagepoint Milestone 2020 R1 | 0.00 | 10.97 |
| SSgA Target Retirement 2020 NL Ser A | 0.00 | 10.76 |
| Target Date 2016-2020 | 5 year gross return | 5 year net return |
|---|---|---|
| SSgA Target Retirement 2020 NL Ser A | 0.00 | 16.11 |
| SSgA Target Retirement 2020 NL Ser C | 0.00 | 16.07 |
| SSgA Target Retirement 2020 SL Fd Cl II | 0.00 | 16.05 |
| SSgA Target Retirement 2020 SL Fd Cl III | 0.00 | 15.75 |
| SSgA Target Retirement 2020 NL Ser D | 0.00 | 15.72 |
| SSgA Target Retirement 2020 SL Ser VI | 0.00 | 15.72 |
| JPMCB SmartRetirement 2020 Fund-C | 0.00 | 15.66 |
| JPMCB SmartRetirement 2020 Fund-C10 | 0.00 | 15.56 |
| JPMCB SmartRetirement 2020 Fund-C20 | 0.00 | 15.43 |
| JPMCB SmartRetirement Pasv Blnd 2020-C10 | 15.41 | 14.94 |
| Target Date 2021-2025 | 1 year gross return | 1 year net return |
|---|---|---|
| Meeder Age-based 50-54 | 16.18 | 16.18 |
| JPMCB SmartRetirement 2025 Fund Inst | 0.00 | 13.58 |
| JPMCB SmartRetirement 2025 Fund-C | 0.00 | 13.51 |
| VT Vantagepoint Milestone 2025 R5 | 0.00 | 13.50 |
| JPMCB SmartRetirement 2025 Fund-C10 | 0.00 | 13.39 |
| JPMCB SmartRetirement 2025 Fund-C20 | 0.00 | 13.30 |
| VT Vantagepoint Milestone 2025 R3 | 0.00 | 13.13 |
| JPMCB SmartRetirement 2025 Fund C35 | 0.00 | 13.09 |
| VT Vantagepoint Milestone 2025 R1 | 0.00 | 12.88 |
| SSgA Target Retirement 2025 NL Ser A | 0.00 | 12.66 |
| Target Date 2021-2025 | 5 year gross return | 5 year net return |
|---|---|---|
| SSgA Target Retirement 2025 NL Ser A | 0.00 | 17.30 |
| SSgA Target Retirement 2025 SL Fd Cl II | 0.00 | 17.19 |
| SSgA Target Retirement 2025 NL Ser C | 0.00 | 17.19 |
| JPMCB SmartRetirement 2025 Fund-C | 0.00 | 17.01 |
| JPMCB SmartRetirement 2025 Fund-C10 | 0.00 | 16.90 |
| SSgA Target Retirement 2025 SL Fd Cl III | 0.00 | 16.89 |
| SSgA Target Retirement 2025 NL Ser D | 0.00 | 16.85 |
| SSgA Target Retirement 2025 SL Ser VI | 0.00 | 16.84 |
| JPMCB SmartRetirement 2025 Fund-C20 | 0.00 | 16.79 |
| SEI Target Date 2025 Fund CT-1 | 0.00 | 16.17 |
| Target Date 2026-2030 | 1 year gross return | 1 year net return |
|---|---|---|
| Meeder Age-based 45-49 | 18.22 | 18.22 |
| JPMCB SmartRetirement 2030 Fund Inst | 0.00 | 15.49 |
| JPMCB SmartRetirement 2030 Fund-C | 0.00 | 15.39 |
| JPMCB SmartRetirement 2030 Fund-C10 | 0.00 | 15.29 |
| JPMCB SmartRetirement 2030 Fund-C20 | 0.00 | 15.21 |
| VT Vantagepoint Milestone 2030 R5 | 0.00 | 15.09 |
| JPMCB SmartRetirement 2030 Fund C35 | 0.00 | 14.98 |
| VT Vantagepoint Milestone 2030 R3 | 0.00 | 14.74 |
| VT Vantagepoint Milestone 2030 R1 | 0.00 | 14.43 |
| SSgA Target Retirement 2030 NL Ser A | 0.00 | 14.14 |
| Target Date 2026-2030 | 5 year gross return | 5 year net return |
|---|---|---|
| SSgA Target Retirement 2030 NL Ser A | 0.00 | 18.20 |
| SSgA Target Retirement 2030 SL Fd Cl II | 0.00 | 18.12 |
| SSgA Target Retirement 2030 NL Ser C | 0.00 | 18.11 |
| JPMCB SmartRetirement 2030 Fund-C | 0.00 | 17.90 |
| SSgA Target Retirement 2030 SL Fd Cl III | 0.00 | 17.83 |
| SSgA Target Retirement 2030 SL Ser VI | 0.00 | 17.81 |
| SSgA Target Retirement 2030 NL Ser D | 0.00 | 17.80 |
| JPMCB SmartRetirement 2030 Fund-C10 | 0.00 | 17.77 |
| JPMCB SmartRetirement 2030 Fund-C20 | 0.00 | 17.67 |
| SEI Target Date 2030 Fund CT-1 | 0.00 | 17.33 |
| Target Date 2031-2035 | 1 year gross return | 1 year net return |
|---|---|---|
| Meeder Age-based 44 and under | 19.24 | 19.24 |
| JPMCB SmartRetirement 2035 Fund Inst | 0.00 | 16.71 |
| VT Vantagepoint Milestone 2035 R5 | 0.00 | 16.62 |
| JPMCB SmartRetirement 2035 Fund-C | 0.00 | 16.61 |
| JPMCB SmartRetirement 2035 Fund-C10 | 0.00 | 16.50 |
| JPMCB SmartRetirement 2035 Fund-C20 | 0.00 | 16.38 |
| VT Vantagepoint Milestone 2035 R3 | 0.00 | 16.38 |
| JPMCB SmartRetirement 2035 Fund C35 | 0.00 | 16.19 |
| VT Vantagepoint Milestone 2035 R1 | 0.00 | 16.06 |
| SSgA Target Retirement 2035 NL Ser A | 0.00 | 15.20 |
| Target Date 2031-2035 | 5 year gross return | 5 year net return |
|---|---|---|
| SSgA Target Retirement 2035 NL Ser A | 0.00 | 18.81 |
| SSgA Target Retirement 2035 SL Fd Cl II | 0.00 | 18.69 |
| SSgA Target Retirement 2035 NL Ser C | 0.00 | 18.64 |
| JPMCB SmartRetirement 2035 Fund-C | 0.00 | 18.51 |
| JPMCB SmartRetirement 2035 Fund-C10 | 0.00 | 18.40 |
| SSgA Target Retirement 2035 SL Fd Cl III | 0.00 | 18.40 |
| SSgA Target Retirement 2035 NL Ser D | 0.00 | 18.38 |
| SSgA Target Retirement 2035 SL Fund VI | 0.00 | 18.36 |
| JPMCB SmartRetirement 2035 Fund-C20 | 0.00 | 18.27 |
| VT Vantagepoint Milestone 2035 R5 | 0.00 | 17.84 |
| Target Date 2036-2040 | 1 year gross return | 1 year net return |
|---|---|---|
| JPMCB SmartRetirement 2040 Fund-Invstmt | 0.00 | 18.10 |
| VT Vantagepoint Milestone 2040 R5 | 0.00 | 18.01 |
| VT Vantagepoint Milestone 2040 R3 | 0.00 | 17.71 |
| VT Vantagepoint Milestone 2040 R1 | 0.00 | 17.40 |
| JPMCB SmartRetirement 2040 Fund Inst | 0.00 | 17.33 |
| JPMCB SmartRetirement 2040 Fund-C | 0.00 | 17.21 |
| JPMCB SmartRetirement 2040 Fund-C10 | 0.00 | 17.12 |
| JPMCB SmartRetirement 2040 Fund-C20 | 0.00 | 17.02 |
| JPMCB SmartRetirement 2040 Fund C35 | 0.00 | 16.82 |
| Sheaff Brock Growth | 17.38 | 16.37 |
| Target Date 2036-2040 | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB SmartRetirement 2040 Fund-Invstmt | 0.00 | 19.58 |
| SSgA Target Retirement 2040 NL Ser A | 0.00 | 18.96 |
| SSgA Target Retirement 2040 SL Fd Cl II | 0.00 | 18.90 |
| VT Vantagepoint Milestone 2040 R5 | 0.00 | 18.86 |
| SSgA Target Retirement 2040 NL Ser C | 0.00 | 18.85 |
| JPMCB SmartRetirement 2040 Fund-C | 0.00 | 18.67 |
| SSgA Target Retirement 2040 SL Fd Cl III | 0.00 | 18.61 |
| SSgA Target Retirement 2040 SL Ser VI | 0.00 | 18.58 |
| SSgA Target Retirement 2040 NL Ser D | 0.00 | 18.58 |
| JPMCB SmartRetirement 2040 Fund-C10 | 0.00 | 18.54 |
| Target Date 2041-2045 | 1 year gross return | 1 year net return |
|---|---|---|
| VT Vantagepoint Milestone 2045 R5 | 0.00 | 18.33 |
| VT Vantagepoint Milestone 2045 R3 | 0.00 | 17.99 |
| VT Vantagepoint Milestone 2045 R1 | 0.00 | 17.71 |
| JPMCB SmartRetirement 2045 Fund Inst | 0.00 | 17.13 |
| JPMCB SmartRetirement 2045 Fund-C | 0.00 | 16.97 |
| JPMCB SmartRetirement 2045 Fund-C10 | 0.00 | 16.90 |
| JPMCB SmartRetirement 2045 Fund-C20 | 0.00 | 16.79 |
| JPMCB SmartRetirement 2045 Fund C35 | 0.00 | 16.60 |
| SSgA Target Retirement 2045 NL Ser A | 0.00 | 16.31 |
| SSgA Target Retirement 2045 SL Fd Cl II | 0.00 | 16.22 |
| Target Date 2041-2045 | 5 year gross return | 5 year net return |
|---|---|---|
| SSgA Target Retirement 2045 NL Ser A | 0.00 | 19.02 |
| SSgA Target Retirement 2045 SL Fd Cl II | 0.00 | 18.92 |
| SSgA Target Retirement 2045 NL Ser C | 0.00 | 18.83 |
| JPMCB SmartRetirement 2045 Fund-C | 0.00 | 18.66 |
| SSgA Target Retirement 2045 SL Fd Cl III | 0.00 | 18.61 |
| SSgA Target Retirement 2045 SL Fund VI | 0.00 | 18.59 |
| SSgA Target Retirement 2045 NL Ser D | 0.00 | 18.58 |
| JPMCB SmartRetirement 2045 Fund-C10 | 0.00 | 18.55 |
| JPMCB SmartRetirement 2045 Fund-C20 | 0.00 | 18.43 |
| JPMCB SmartRetirement Pasv Blnd 2045-C10 | 18.32 | 17.83 |
| Retirement Income | 1 year gross return | 1 year net return |
|---|---|---|
| TCW Relative Value Balanced | 15.99 | 13.30 |
| JPMCB SmartRetirement Income Fund Inst | 0.00 | 7.63 |
| JPMCB SmartRetirement Income-C | 0.00 | 7.54 |
| JPMCB SmartRetirement Income-C10 | 0.00 | 7.52 |
| JPMCB SmartRetirement Income-C20 | 0.00 | 7.38 |
| JPMCB SmartRetirement Income Fund C35 | 0.00 | 7.19 |
| JPMCB SmartRetirement Pasv Blnd Inc-C10 | 6.79 | 6.49 |
| JPMCB SmartRetirement Pasv Blnd Inc-C | 0.00 | 6.48 |
| JPMCB SmartRetirement Pasv Blnd Inc-C20 | 0.00 | 6.26 |
| Trust & Fiduciary Matrix Inc SMA Cmpst | 6.97 | 5.64 |
| Retirement Income | 5 year gross return | 5 year net return |
|---|---|---|
| Trust & Fiduciary Matrix Inc SMA Cmpst | 24.39 | 22.94 |
| TCW Relative Value Balanced | 16.03 | 12.78 |
| JPMCB SmartRetirement Income-C | 0.00 | 11.28 |
| JPMCB SmartRetirement Income-C10 | 0.00 | 11.17 |
| JPMCB SmartRetirement Income-C20 | 0.00 | 11.06 |
| JPMCB SmartRetirement Pasv Blnd Inc-C10 | 11.06 | 10.61 |
| SSgA Target Retirement Income NL Ser A | 0.00 | 9.73 |
| SSgA Target Retirement Income SL Cl II | 0.00 | 9.67 |
| SSgA Target Retirement Income NL Ser C | 0.00 | 9.61 |
| SSgA Target Retirement Income NL Ser D | 0.00 | 9.39 |
