Skip to main content
MENU
Subscribe
  • Subscribe
  • Account
  • LOGIN
  • Topics
    • Alternatives
    • Consultants
    • Coronavirus
    • Courts
    • Defined Contribution
    • ESG
    • ETFs
    • Hedge Funds
    • Industry Voices
    • Investing
    • Money Management
    • Opinion
    • Partner Content
    • Pension Funds
    • Private Equity
    • Real Estate
    • Russia-Ukraine War
    • SECURE Act 2.0
    • Special Reports
    • White Papers
  • 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
    • Eddy Awards
  • 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
    • Climate Change: The Inescapable Opportunity
    • Impact Investing
    • 2022 ESG Investing Conference
    • ESG Rated ETFs
  • Defined Contribution
    • Latest DC News
    • DC Money Manager Rankings
    • DC Record Keeper Rankings
    • Innovations in DC
    • Trends in DC: Focus on Retirement Income
    • 2022 Defined Contribution East Conference
    • 2022 DC Investment Lineup Conference
  • Searches & Hires
    • Latest Searches & Hires News
    • Searches & Hires Database
    • RFPs
  • Performance Data
    • P&I Research Center
    • Earnings Tracker
    • Endowment Returns Tracker
    • Corporate Pension Contribution Tracker
    • Pension Fund Returns Tracker
    • Pension Risk Transfer Database
    • Future of Investments Research Series
    • Charts & Infographics
    • Polls
  • Careers
  • Events
    • View All Conferences
    • View All Webinars
    • 2022 Innovation Investing Conference
    • 2022 Defined Contribution East Conference
    • 2022 ESG Investing Conference
    • 2022 DC Investment Lineup Conference
    • 2022 Alternatives Investing Conference
Breadcrumb
  1. Home
  2. INTERACTIVE
August 18, 2014 01:00 AM

Top performing managers by category: separate accounts, 2nd Quarter 2014

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

    Large Blend1 year gross return1 year net return
    M.D. Sass Svcs Relative Val Eq42.2941.63
    PNC Cap Adv Lg Cap Adv Concentrated36.4835.43
    Dana Catholic SRI Strategy35.2434.57
    Tocqueville Multi Cap Eq (Tax-Exempt)34.9834.14
    JPMorgan Quantitative Enhanced Equity26.1334.13
    Suffolk Capital Mgt Core Eq33.9732.93
    Dana Socially Responsible Equity33.3632.63
    Dana All Cap Equity31.9531.20
    Leuthold Select Equities32.3831.09
    Marque Millennium Cap Mgt Lg Cap Val Eq31.9831.05

    Large Blend5 year gross return5 year net return
    PIMCO Fundamental IndexPLUS Abs Return30.0529.04
    PIMCO StocksPLUS Absolute Return25.7624.89
    TCW MetWest AlphaTrak23.7623.53
    Oak Associates All Cap Core Growth23.7022.82
    Smead Capital Appreciation23.3822.53
    RhumbLine S&P 500 Equal Weighted Index22.3822.38
    The London Co. Concentrated Large Cap23.0122.27
    Dana Catholic SRI Strategy22.2621.66
    PIMCO StocksPlus22.6221.63
    Todd Asset Mgmt Intrinsic Val Opport22.4521.59

    Mid-Cap Blend1 year gross return1 year net return
    Naylor & Company Core Composite48.0745.06
    DGHM UltraValue41.0238.16
    First Trust Val Line #1 Timeliness Portf40.2437.49
    Shapiro Capital Mgt Enh Small Cap Value38.6037.32
    Glenmede Mid Cap Equity37.1835.86
    Leuthold Select Industries36.8035.44
    Iridian Private Value/ Mid-Cap Equity35.7034.55
    First Trust Val Line Strat Gr Portfolio36.0733.56
    SouthernSun SMID Cap Composite34.2333.46
    Janus Opportunistic Alpha33.8633.08

    Mid-Cap Blend5 year gross return5 year net return
    Naylor & Company Core Composite34.7431.93
    NB Rachlin Income Plus (PAM)31.5029.58
    SouthernSun SMID Cap Composite29.8929.18
    NewSouth Capital Mgt NSCM SMIDCap Val Eq27.0826.30
    Fairpointe Mid-Cap Core Equity26.3425.25
    BRC Mid Cap Diversified Equity26.0224.78
    Iridian Private Value/ Mid-Cap Equity25.4024.76
    NewSouth Capital Mgt NSCM Mid-Cap Val Eq25.1224.49
    WCM Inv Mgt Smid-Cap Value24.1324.13
    QMA US Mid Cap Core Equity24.3923.73

    Small Blend1 year gross return1 year net return
    HIS Upside Plus47.4245.64
    Affinity Small Cap Equity42.1741.34
    WellsCap Select Equity41.8940.49
    Shapiro Capital Mgt Sm-Cap Val37.2635.98
    Wellington Small Cap Opportunities35.2034.00
    PGI U.S. Small-Cap Select Equity34.5133.56
    Phocas Small Cap Value Equity33.6232.50
    BMO Disciplined Small-Cap Core32.8631.66
    ACI US Small Cap32.1530.99
    BRC Small Cap Diversified Equity32.3930.94

    Small Blend5 year gross return5 year net return
    Ironwood Inv Mgt Conc Small Cap Val30.8229.41
    SouthernSun Small Cap29.7428.63
    NorthPointe Capital Micro Cap Value28.4527.98
    NewSouth Capital Mgt NSCM Sm Cap Val Eq27.6626.74
    WellsCap Select Equity27.8026.56
    Winslow Asset Mgt Small-Cap Core Equity27.2326.47
    PIMCO StocksPLUS Small Cap Abs Return27.2826.16
    Frontier Small Cap Value27.0525.86
    Vulcan Value Partners Small Cap Stra26.3425.13
    NWQ Small Cap Value Equity26.3225.08

    Large Growth1 year gross return1 year net return
    Biondo Focus Strategy52.5050.25
    Mazama Select Growth43.6742.39
    HIS Best Ideas43.3641.62
    MAM MO25M LCG42.4741.09
    Eaton Vance Focused Equity Research40.8239.73
    Cupps Capital Large Cap Growth40.5139.69
    Mazama Large-Cap Growth39.3238.55
    Merlin MO25V LCG39.7738.42
    Morgan Stanley Focus Growth39.3137.97
    Brown Capital Conc Domestic- All Cap Svc38.8737.50

    Large Growth5 year gross return5 year net return
    Sands Select Growth Equity26.2325.54
    ClearBridge Aggressive Growth25.8124.89
    ClearBridge Multi Cap Growth ESG28.2624.61
    ClearBridge Multi Cap Growth ESG SMA28.2624.61
    ClearBridge Multi Cap Growth SMA27.4623.82
    MCA Flexible Growth Portfolios24.4023.38
    Camden Equity24.1223.10
    Biondo Focus Strategy24.8823.07
    Morgan Stanley Focus Growth24.1722.95
    WellsCap Heritage All Cap Growth Equity23.6022.61

    Mid-Cap Growth1 year gross return1 year net return
    Husic Concentrated Growth47.9047.90
    Tanaka Mid-Cap Undervalued Growth Equity43.1141.78
    Bennett Lawrence All Cap Growth42.9441.61
    Husic Classic Growth Equity39.3738.11
    Tanaka All Cap Undervalued Growth Equity38.6037.14
    Taylor Investments Growth & Income37.4436.25
    EAM All Cap Equity38.5335.83
    Mazama Mid Cap Growth36.4935.58
    Confluence Value Opportunities36.3334.80
    Nicholas Inv - US Growth Equity35.2134.10

    Mid-Cap Growth5 year gross return5 year net return
    12th Street Asset Opportunity27.7826.57
    Taylor Investments Growth & Income26.6525.52
    MDT Mid Cap Growth26.5425.31
    Investment Management of Virginia Opport25.9125.27
    Pinnacle Concentrated SMID26.4925.25
    Kirr Marbach & Company All Cap Equity26.0224.87
    Jackson Square - Smid-Cap Growth-Focus25.6824.77
    EAM All Cap Equity26.6924.24
    DF Dent Mid Cap Growth24.8424.12
    Quantum Mid Cap Growth25.4623.99

    Small Growth1 year gross return1 year net return
    Mazama Emerging Small Cap Growth46.8945.48
    Redwood Small Cap Growth ESG - SRI42.0940.95
    Mazama Small-Mid Cap Growth41.8440.75
    Redwood Small Cap Growth Equity41.5340.28
    Tanaka Sm-Cap38.4237.11
    Hodges Multi Cap Core38.3336.45
    Renaissance Small Cap Growth36.2535.22
    Mazama Sm-Cap Growth34.9433.81
    Bennett Lawrence Small Cap Strategy34.7533.49
    Oberweis Micro-Cap Growth34.4233.47

    Small Growth5 year gross return5 year net return
    12th Street Small Cap Value33.8632.57
    Hodges Small Cap Core31.8730.05
    Allianz US Ultra Micro Cap31.1429.67
    Granahan Inv Mgt - Sm Cap Focused Grth29.7228.66
    Granahan Inv Mgt Small Cap Discoveries28.3827.92
    Kopp AccruHealth28.9227.68
    First Light Health Care Composite28.7627.47
    Kennedy Small Cap Fundamental Growth27.6926.52
    Rice Hall James Small Cap Opportunities27.4926.49
    Bares Capital Mgt Micro-Cap Eq27.8426.27

    Large Value1 year gross return1 year net return
    Snow Capital Mgt Focused Value39.5838.60
    PIMCO StocksPLUS Long Duration36.6435.99
    Kennedy All Cap Value34.1033.20
    ASB Large Cap Value Equity33.2232.45
    Nuance Concentrated Value32.6931.89
    Snow Capital Mgt Large Cap Value32.5831.65
    HIS Dividend Plus32.8131.21
    Lesa Sroufe Fully Invested Value Equity31.6931.17
    O'Shaughnessy Market Leaders Value31.2830.65
    S&P Intrinsic Value30.9530.63

    Large Value5 year gross return5 year net return
    PIMCO StocksPLUS Long Duration30.2529.61
    S&P Intrinsic Value27.6727.36
    S&P 424.6624.35
    S&P Dividend Income & Growth24.5024.20
    O'Shaughnessy Market Leaders Value25.3223.92
    JPMCB U.S. All Cap Value Inv0.0022.94
    Nuance Concentrated Value23.4222.75
    Snow Capital Mgt Focused Value23.6022.72
    RIM High Income Dividend Yield Portfolio22.6922.69
    Vulcan Value Partners Large Cap Value23.2222.28

    Mid-Cap Value1 year gross return1 year net return
    Donald Smith & Co. Lg-Cap Cncntrd Val Eq46.8546.07
    AT Financial Advisors Corp Mid Cap Core38.6138.34
    Lyrical U.S. Value Equity - EQ41.9837.67
    Donald Smith & Co. Md-Cap Val Eq37.8237.48
    Sasco Capital, Contrarian37.1636.68
    RBC GAM Concentrated Mid Cap Value37.7836.57
    Smith Graham Mid-Cap Value36.1135.10
    Cambiar SMID Value34.9834.62
    Donald Smith & Co. All Eq Accounts Comp33.9933.25
    Brandywine Div Mid Cap Dedicated Val33.9232.95

    Mid-Cap Value5 year gross return5 year net return
    Brandes U.S. Mid-Cap Value Equity28.9427.79
    Hotchkis & Wiley Md-Cap Val28.6027.74
    Hotchkis & Wiley Value Opp Strgy28.1527.22
    Lyrical U.S. Value Equity - EQ29.6126.94
    Pzena Mid-Cap Value26.0725.15
    Donald Smith & Co. Lg-Cap Cncntrd Val Eq25.7424.98
    LSV Asset Mgt Md-Cap Val Eq25.5224.78
    Invesco Mid Cap Value24.7323.82
    NV Mid23.9823.55
    Seizert Capital Partners Mid Cap24.5723.42

    Small Value1 year gross return1 year net return
    DRS Value44.4543.13
    ZPR Fundamental Small Cap Value38.0836.74
    O'Shaughnessy Micro Cap36.9435.62
    Heartland Sm-Cap Val Strat34.8634.06
    Texas First Small Cap Opportunity34.8132.87
    TS&W SMID Cap Value33.9032.87
    Hotchkis & Wiley Sm-Cap Val33.6132.75
    Heartland Small-Cap Value Plus Strategy33.1432.30
    LSV Asset Mgt Small/Mid Cap Val Eq (US)32.8331.90
    Kennedy SMID Cap Value32.2931.43

    Small Value5 year gross return5 year net return
    Hotchkis & Wiley Sm-Cap Val29.1528.32
    O'Shaughnessy Micro Cap29.9728.31
    Donald Smith & Co. Micro Cap Val Eq29.8528.29
    Snow Capital Mgt Small Cap Value Eq27.8826.65
    Analytic Small-Mid Cap Equity27.1926.14
    Numeric Investors Small Cap Core27.1926.07
    VAM Small Mid Cap Value25.9025.86
    Numeric Investors Small Cap Value26.9425.82
    LSV Asset Mgt Small/Mid Cap Val Eq (US)26.1925.30
    Brandes U.S. Small Cap Value Equity26.4025.14

    Bear Market1 year gross return1 year net return
    Optimus Global Advantage All Asset-6.17-6.65
    Optimus Global Advantage Plus-7.09-7.56
    Federated Alternative Bear Equity Comp-19.42-20.64
    Leuthold AdvantHedge-21.83-22.62

    Bear Market5 year gross return5 year net return
    Federated Alternative Bear Equity Comp-15.23-16.50
    Leuthold AdvantHedge-20.61-21.45
    Optimus Global Advantage All Asset0.000.00
    Optimus Global Advantage Plus0.000.00

    Financial1 year gross return1 year net return
    Artisan Non-U.S. Growth SA23.7022.61
    RevenueShares VTL Financial Index20.0919.50

    Financial5 year gross return5 year net return
    RevenueShares VTL Financial Index17.6317.07
    Artisan Non-U.S. Growth SA16.3915.32

    Health1 year gross return1 year net return
    Financial Trust Health Value34.3032.64

    Health5 year gross return5 year net return
    Financial Trust Health Value23.7322.19

    Natural Resources1 year gross return1 year net return
    Sandhill Hard Asset32.6831.35
    City of London Natural Resources30.3928.82
    Wellington Global Natural Resources29.7628.48
    Frost Natural Resource Composite28.8027.68
    Investec Global Natural Res Composite26.9125.83
    Newgate Global Resources26.0124.98
    Newgate Global Resources SMA Retail26.0124.98
    Boston Global Natural Resources Equity25.5424.56
    Geneva Advisors Natural Resources Cmpst28.8327.75
    Wellington Global Agriculture14.4813.36

    Natural Resources5 year gross return5 year net return
    Sandhill Hard Asset12.3611.30
    Boston Global Natural Resources Equity10.9810.12
    Wellington Global Agriculture10.559.46
    Investec Global Natural Res Composite8.968.05
    Wellington Global Natural Resources8.687.60
    Newgate Global Resources8.026.95
    Newgate Global Resources SMA Retail6.445.45
    SSgA Multisource Active Commodity Strat5.995.30
    Goldman Sachs Commodities Enh Idx3.843.47
    SSgA Dow Jones-UBS Commodity TR Index1.861.65

    Equity Precious Metals1 year gross return1 year net return
    GAMCO Gold33.3832.17
    WellsCap Precious Metals22.8021.64
    AIS TAAP8.497.46

    Equity Precious Metals5 year gross return5 year net return
    AIS TAAP8.077.03
    WellsCap Precious Metals-1.23-2.16
    GAMCO Gold0.000.00

    Real Estate1 year gross return1 year net return
    Cohen & Steers Realty Focus19.9918.92
    Brookfield US Value Income REIT17.7917.21
    Cornerstone U.S. REIT Total Return17.3916.84
    EII US REIT Strategy17.2816.41
    PGI Real Estate Equity Securities16.5915.95
    Real Estate Mgt Svcs Real Est Val Port16.6115.93
    Adelante Total Return Strategy16.3615.89
    PGI Global REIT Income16.2915.54
    CenterSquare REIT Separate Account16.1015.54
    T. Rowe Price US Real Estate Equity16.1215.48

    Real Estate5 year gross return5 year net return
    Brookfield US Value Income REIT28.4027.69
    Cohen & Steers Realty Focus28.5827.44
    CenterSquare REIT Separate Account25.7725.15
    JPMCB U.S. Real Estate Securities Inv0.0025.05
    Real Estate Mgt Svcs Real Est Val Port25.3724.71
    Pyramis U.S. Real Estate Invest Tr25.2724.41
    Chilton Capital REIT25.2824.31
    CBRE Clarion U.S. Real Estate24.9224.12
    JPMorgan US Real Estate Securities24.8824.07
    Goldman Sachs Real Estate Securities24.8723.96

    Technology1 year gross return1 year net return
    Zevenbergen Z/Tech58.6657.23
    Allianz Global Technology Equity31.9030.51
    MFS Technology Equity30.0028.93
    Crabtree Multi-Cap Technology29.6028.70
    Oak Associates Technology Portfolio28.5827.95
    RS Technology Composite28.1826.98
    Private Capital Management Value Focus17.0215.27

    Technology5 year gross return5 year net return
    Zevenbergen Z/Tech28.9027.71
    Crabtree Multi-Cap Technology23.4322.43
    Private Capital Management Value Focus22.5021.03
    MFS Technology Equity21.4120.43
    Allianz Global Technology Equity21.0019.95
    Oak Associates Technology Portfolio20.3619.59
    RS Technology Composite19.8718.26

    Utilities1 year gross return1 year net return
    Miller/Howard – Utilities Plus34.7733.46
    Miller/Howard – Utilities Plus SMA35.4332.16
    MFS Utilities Equity29.5828.76
    Long Term Value (Utility/EnergyInfrastr)28.6527.97
    Cohen & Steers Global Infra Composite29.3027.89
    Miller/Howard Infrastructure28.6327.38
    HIS Top 15 Utility22.4621.26
    Levin Capital Strategies Utilities Yield19.6518.47

    Utilities5 year gross return5 year net return
    Miller/Howard – Utilities Plus21.1119.92
    MFS Utilities Equity19.5418.78
    Miller/Howard – Utilities Plus SMA21.6518.22
    Long Term Value (Utility/EnergyInfrastr)17.6417.04
    Miller/Howard Infrastructure17.5816.42
    Cohen & Steers Global Infra Composite16.9915.54
    HIS Top 15 Utility0.000.00
    Levin Capital Strategies Utilities Yield0.000.00

    Equity Energy1 year gross return1 year net return
    Miller/Howard Drill Bit Burn Tipˆ®44.5343.14
    Miller/Howard Drill Bit Burn Tipˆ® No K1s43.3041.92
    Miller/Howard E&P Institutional Strategy41.9240.55
    Mitchell Long Only Energy36.8936.41
    Texan Capital Energy Equity Portfolio30.7329.82
    Miller/Howard High-Yield Equity24.8023.58
    Orleans Energy Opportunities24.2223.01
    NBC Energy Infrastructure Portfolio21.7121.11

    Equity Energy5 year gross return5 year net return
    NBC Energy Infrastructure Portfolio24.9824.37
    Miller/Howard High-Yield Equity22.1921.00
    Mitchell Long Only Energy17.6717.58
    Orleans Energy Opportunities16.4215.27
    Texan Capital Energy Equity Portfolio15.9315.09
    Miller/Howard Drill Bit Burn Tipˆ®0.000.00
    Miller/Howard Drill Bit Burn Tipˆ® No K1s0.000.00
    Miller/Howard E&P Institutional Strategy0.000.00

    Aggressive Allocation1 year gross return1 year net return
    HIS Core Opportunities41.5339.82
    Foy SELECTOR Aggressive Growth33.6731.93
    Preston Wealth Advisors Growth ETF31.9530.07
    Tangent-Added Composite30.2229.60
    Lunt High Beta Low Vol Rotation Port.28.6526.81
    Foy SELECTOR Growth27.5826.07
    Manning & Napier Equity-Oriented26.3025.18
    Lyons Tactical Allocation Portfolio26.8524.92
    ValueWorks Bal Comp25.6824.00
    MIS Agg Growth--Taxable-Pershing25.8623.98

    Aggressive Allocation5 year gross return5 year net return
    Texas All Cap Growth20.1219.70
    SIPCO Capital Appreciation Portfolio18.1616.47
    Loring Ward Global Cptl Apprec DFA SRI16.6116.32
    Wealthcare Growth17.1716.11
    NGAM Advisors-Core MSA 5-100% Equity19.0915.89
    MIS Agg Growth Strategy - Taxable-BNY17.6115.87
    Efficient Market 20 Plus Years Moderate16.8815.87
    HIS Core Opportunities17.2915.86
    ValueWorks Bal Comp17.4315.80
    Destinations Aggressive Equity (NQ)16.0715.79

    Bank Loan1 year gross return1 year net return
    Invesco Euro Bank Loans USD Composite14.9214.30
    Loomis Sayles Sr Floating Rate and FI8.037.50
    3i US Senior Loan Composite7.066.56
    Columbia Bank Loan Strategy6.505.89
    Newfleet Senior Floating Rate Composite6.385.75
    Shenkman Capital Mgt Bank Loan Composite6.055.53
    Babson U.S. Bank Loans6.045.51
    DDJ GBP-denominated Senior Loan Plus6.155.49
    Franklin Bank Loans Separate Acct Comp5.815.45
    Stone Harbor Leveraged Loans5.655.37

    Bank Loan5 year gross return5 year net return
    Columbia Bank Loan Strategy9.709.10
    3i US Senior Loan Composite10.028.88
    Voya Senior Loan9.308.70
    Babson U.S. Bank Loans8.688.13
    PGI Bank Loans8.548.05
    Newfleet Senior Floating Rate Composite8.507.85
    Franklin Bank Loans Separate Acct Comp7.997.62
    Stone Harbor Leveraged Loans7.877.52
    T. Rowe Price Floating Rate Bank Loan8.037.49
    Eaton Vance Mgt Senior Secured Floating7.927.40

    Small Value1 year gross return1 year net return
    DRS Value44.4543.13
    ZPR Fundamental Small Cap Value38.0836.74
    O'Shaughnessy Micro Cap36.9435.62
    Heartland Sm-Cap Val Strat34.8634.06
    Texas First Small Cap Opportunity34.8132.87
    TS&W SMID Cap Value33.9032.87
    Hotchkis & Wiley Sm-Cap Val33.6132.75
    Heartland Small-Cap Value Plus Strategy33.1432.30
    LSV Asset Mgt Small/Mid Cap Val Eq (US)32.8331.90
    Kennedy SMID Cap Value32.2931.43

    Small Value5 year gross return5 year net return
    Hotchkis & Wiley Sm-Cap Val29.1528.32
    O'Shaughnessy Micro Cap29.9728.31
    Donald Smith & Co. Micro Cap Val Eq29.8528.29
    Snow Capital Mgt Small Cap Value Eq27.8826.65
    Analytic Small-Mid Cap Equity27.1926.14
    Numeric Investors Small Cap Core27.1926.07
    VAM Small Mid Cap Value25.9025.86
    Numeric Investors Small Cap Value26.9425.82
    LSV Asset Mgt Small/Mid Cap Val Eq (US)26.1925.30
    Brandes U.S. Small Cap Value Equity26.4025.14

    Mid-Cap Value1 year gross return1 year net return
    Donald Smith & Co. Lg-Cap Cncntrd Val Eq46.8546.07
    AT Financial Advisors Corp Mid Cap Core38.6138.34
    Lyrical U.S. Value Equity - EQ41.9837.67
    Donald Smith & Co. Md-Cap Val Eq37.8237.48
    Sasco Capital, Contrarian37.1636.68
    RBC GAM Concentrated Mid Cap Value37.7836.57
    Smith Graham Mid-Cap Value36.1135.10
    Cambiar SMID Value34.9834.62
    Donald Smith & Co. All Eq Accounts Comp33.9933.25
    Brandywine Div Mid Cap Dedicated Val33.9232.95

    Mid-Cap Value5 year gross return5 year net return
    Brandes U.S. Mid-Cap Value Equity28.9427.79
    Hotchkis & Wiley Md-Cap Val28.6027.74
    Hotchkis & Wiley Value Opp Strgy28.1527.22
    Lyrical U.S. Value Equity - EQ29.6126.94
    Pzena Mid-Cap Value26.0725.15
    Donald Smith & Co. Lg-Cap Cncntrd Val Eq25.7424.98
    LSV Asset Mgt Md-Cap Val Eq25.5224.78
    Invesco Mid Cap Value24.7323.82
    NV Mid23.9823.55
    Seizert Capital Partners Mid Cap24.5723.42

    Large Value1 year gross return1 year net return
    Snow Capital Mgt Focused Value39.5838.60
    PIMCO StocksPLUS Long Duration36.6435.99
    Kennedy All Cap Value34.1033.20
    ASB Large Cap Value Equity33.2232.45
    Nuance Concentrated Value32.6931.89
    Snow Capital Mgt Large Cap Value32.5831.65
    HIS Dividend Plus32.8131.21
    Lesa Sroufe Fully Invested Value Equity31.6931.17
    O'Shaughnessy Market Leaders Value31.2830.65
    S&P Intrinsic Value30.9530.63

    Large Value5 year gross return5 year net return
    PIMCO StocksPLUS Long Duration30.2529.61
    S&P Intrinsic Value27.6727.36
    S&P 424.6624.35
    S&P Dividend Income & Growth24.5024.20
    O'Shaughnessy Market Leaders Value25.3223.92
    JPMCB U.S. All Cap Value Inv0.0022.94
    Nuance Concentrated Value23.4222.75
    Snow Capital Mgt Focused Value23.6022.72
    RIM High Income Dividend Yield Portfolio22.6922.69
    Vulcan Value Partners Large Cap Value23.2222.28

    Small Growth1 year gross return1 year net return
    Mazama Emerging Small Cap Growth46.8945.48
    Redwood Small Cap Growth ESG - SRI42.0940.95
    Mazama Small-Mid Cap Growth41.8440.75
    Redwood Small Cap Growth Equity41.5340.28
    Tanaka Sm-Cap38.4237.11
    Hodges Multi Cap Core38.3336.45
    Renaissance Small Cap Growth36.2535.22
    Mazama Sm-Cap Growth34.9433.81
    Bennett Lawrence Small Cap Strategy34.7533.49
    Oberweis Micro-Cap Growth34.4233.47

    Small Growth5 year gross return5 year net return
    12th Street Small Cap Value33.8632.57
    Hodges Small Cap Core31.8730.05
    Allianz US Ultra Micro Cap31.1429.67
    Granahan Inv Mgt - Sm Cap Focused Grth29.7228.66
    Granahan Inv Mgt Small Cap Discoveries28.3827.92
    Kopp AccruHealth28.9227.68
    First Light Health Care Composite28.7627.47
    Kennedy Small Cap Fundamental Growth27.6926.52
    Rice Hall James Small Cap Opportunities27.4926.49
    Bares Capital Mgt Micro-Cap Eq27.8426.27

    Mid-Cap Growth1 year gross return1 year net return
    Husic Concentrated Growth47.9047.90
    Tanaka Mid-Cap Undervalued Growth Equity43.1141.78
    Bennett Lawrence All Cap Growth42.9441.61
    Husic Classic Growth Equity39.3738.11
    Tanaka All Cap Undervalued Growth Equity38.6037.14
    Taylor Investments Growth & Income37.4436.25
    EAM All Cap Equity38.5335.83
    Mazama Mid Cap Growth36.4935.58
    Confluence Value Opportunities36.3334.80
    Nicholas Inv - US Growth Equity35.2134.10

    Mid-Cap Growth5 year gross return5 year net return
    12th Street Asset Opportunity27.7826.57
    Taylor Investments Growth & Income26.6525.52
    MDT Mid Cap Growth26.5425.31
    Investment Management of Virginia Opport25.9125.27
    Pinnacle Concentrated SMID26.4925.25
    Kirr Marbach & Company All Cap Equity26.0224.87
    Jackson Square - Smid-Cap Growth-Focus25.6824.77
    EAM All Cap Equity26.6924.24
    DF Dent Mid Cap Growth24.8424.12
    Quantum Mid Cap Growth25.4623.99

    Large Growth1 year gross return1 year net return
    Biondo Focus Strategy52.5050.25
    Mazama Select Growth43.6742.39
    HIS Best Ideas43.3641.62
    MAM MO25M LCG42.4741.09
    Eaton Vance Focused Equity Research40.8239.73
    Cupps Capital Large Cap Growth40.5139.69
    Mazama Large-Cap Growth39.3238.55
    Merlin MO25V LCG39.7738.42
    Morgan Stanley Focus Growth39.3137.97
    Brown Capital Conc Domestic- All Cap Svc38.8737.50

    Large Growth5 year gross return5 year net return
    Sands Select Growth Equity26.2325.54
    ClearBridge Aggressive Growth25.8124.89
    ClearBridge Multi Cap Growth ESG28.2624.61
    ClearBridge Multi Cap Growth ESG SMA28.2624.61
    ClearBridge Multi Cap Growth SMA27.4623.82
    MCA Flexible Growth Portfolios24.4023.38
    Camden Equity24.1223.10
    Biondo Focus Strategy24.8823.07
    Morgan Stanley Focus Growth24.1722.95
    WellsCap Heritage All Cap Growth Equity23.6022.61

    Small Blend1 year gross return1 year net return
    HIS Upside Plus47.4245.64
    Affinity Small Cap Equity42.1741.34
    WellsCap Select Equity41.8940.49
    Shapiro Capital Mgt Sm-Cap Val37.2635.98
    Wellington Small Cap Opportunities35.2034.00
    PGI U.S. Small-Cap Select Equity34.5133.56
    Phocas Small Cap Value Equity33.6232.50
    BMO Disciplined Small-Cap Core32.8631.66
    ACI US Small Cap32.1530.99
    BRC Small Cap Diversified Equity32.3930.94

    Small Blend5 year gross return5 year net return
    Ironwood Inv Mgt Conc Small Cap Val30.8229.41
    SouthernSun Small Cap29.7428.63
    NorthPointe Capital Micro Cap Value28.4527.98
    NewSouth Capital Mgt NSCM Sm Cap Val Eq27.6626.74
    WellsCap Select Equity27.8026.56
    Winslow Asset Mgt Small-Cap Core Equity27.2326.47
    PIMCO StocksPLUS Small Cap Abs Return27.2826.16
    Frontier Small Cap Value27.0525.86
    Vulcan Value Partners Small Cap Stra26.3425.13
    NWQ Small Cap Value Equity26.3225.08

    Mid-Cap Blend1 year gross return1 year net return
    Naylor & Company Core Composite48.0745.06
    DGHM UltraValue41.0238.16
    First Trust Val Line #1 Timeliness Portf40.2437.49
    Shapiro Capital Mgt Enh Small Cap Value38.6037.32
    Glenmede Mid Cap Equity37.1835.86
    Leuthold Select Industries36.8035.44
    Iridian Private Value/ Mid-Cap Equity35.7034.55
    First Trust Val Line Strat Gr Portfolio36.0733.56
    SouthernSun SMID Cap Composite34.2333.46
    Janus Opportunistic Alpha33.8633.08

    Mid-Cap Blend5 year gross return5 year net return
    Naylor & Company Core Composite34.7431.93
    NB Rachlin Income Plus (PAM)31.5029.58
    SouthernSun SMID Cap Composite29.8929.18
    NewSouth Capital Mgt NSCM SMIDCap Val Eq27.0826.30
    Fairpointe Mid-Cap Core Equity26.3425.25
    BRC Mid Cap Diversified Equity26.0224.78
    Iridian Private Value/ Mid-Cap Equity25.4024.76
    NewSouth Capital Mgt NSCM Mid-Cap Val Eq25.1224.49
    WCM Inv Mgt Smid-Cap Value24.1324.13
    QMA US Mid Cap Core Equity24.3923.73

    Large Blend1 year gross return1 year net return
    M.D. Sass Svcs Relative Val Eq42.2941.63
    PNC Cap Adv Lg Cap Adv Concentrated36.4835.43
    Dana Catholic SRI Strategy35.2434.57
    Tocqueville Multi Cap Eq (Tax-Exempt)34.9834.14
    JPMorgan Quantitative Enhanced Equity26.1334.13
    Suffolk Capital Mgt Core Eq33.9732.93
    Dana Socially Responsible Equity33.3632.63
    Dana All Cap Equity31.9531.20
    Leuthold Select Equities32.3831.09
    Marque Millennium Cap Mgt Lg Cap Val Eq31.9831.05

    Large Blend5 year gross return5 year net return
    PIMCO Fundamental IndexPLUS Abs Return30.0529.04
    PIMCO StocksPLUS Absolute Return25.7624.89
    TCW MetWest AlphaTrak23.7623.53
    Oak Associates All Cap Core Growth23.7022.82
    Smead Capital Appreciation23.3822.53
    RhumbLine S&P 500 Equal Weighted Index22.3822.38
    The London Co. Concentrated Large Cap23.0122.27
    Dana Catholic SRI Strategy22.2621.66
    PIMCO StocksPlus22.6221.63
    Todd Asset Mgmt Intrinsic Val Opport22.4521.59

    Long/Short Equity1 year gross return1 year net return
    Husic Classic Hedge38.9936.07
    QMA US Core Equity Extended29.6628.82
    Acadian ACW ex-U.S. 130/30 Equity30.7728.62
    F-Squared Dynamic AlphaSector Index29.1728.16
    Kalo Capital Em Gr with Reduced Volatil31.8027.99
    TAMP US Tactical ETF L/S - PULSE28.7727.21
    Goodwood Mid Cap Long/Short25.3526.12
    TAMP US Tactical ETF L/S – PULSE UMA26.6226.02
    W.E. Donoghue Long-Short Index25.7524.29
    Bluestone Elite22.7622.18

    Long/Short Equity5 year gross return5 year net return
    Bluestone Elite21.7821.17
    Westport Absolute Total Return Strategy22.9220.88
    TAMP US Tactical ETF L/S – PULSE UMA21.1720.22
    QMA US Core Equity Extended20.9620.17
    Connors Hedged Equities16.2815.15
    Acadian ACW ex-U.S. 130/30 Equity15.8414.33
    Epoch Global Absolute Return14.2912.85
    Gateway Equity Premium Income12.7811.97
    Robinson Market Opportunity12.6111.71
    M.D. Sass Equity Income Plus12.7211.57

    Leveraged Net Long1 year gross return1 year net return
    Numeric Investors Amplified Core 130/3037.5736.24
    Hillsdale US 130 30 Composite32.3631.40
    Lazard LQE - Global 130/3032.1331.01
    SIPCO Global Macro Portfolio32.5930.85
    Martingale 130/30 LargeCap Growth31.2030.24
    Glenmede Large Cap 130/3030.5429.59
    MFSˆ® Blended Rsrch - US Cor Eq Extension29.8028.71
    JPMCB U.S. Active Core Plus Equity Inv0.0028.53
    JPMCB U.S. Research Plus Fund Inv0.0027.68
    JPMorgan Large Cap Core 130/3028.5427.53

    Leveraged Net Long5 year gross return5 year net return
    ValueWorks Long-Biased Strategy33.9327.12
    AQR Capital Small Cap Relaxed Constraint23.4821.69
    Numeric Investors Amplified Core 130/3022.3621.17
    AQR Capital US Relaxed Constraint 4022.1521.15
    Hillsdale US 130 30 Composite21.5920.65
    JPMCB U.S. Active Core Plus Equity Inv0.0020.17
    MFSˆ® Blended Rsrch - US Cor Eq Extension21.0920.07
    AJO Large Cap - Absolute Value 130/3020.3419.91
    Boston Partners 130/30 Large Cap Value20.1619.80
    JPMCB U.S. Research Plus Fund Inv0.0019.78

    Market Neutral1 year gross return1 year net return
    Copeland Risk Managed Dividend Growth27.3826.16
    Swan Defined Risk Strategy14.2613.68
    Swan Defined Risk Strategy All Accounts13.6913.11
    ArbitrOption Cptl Event-Driven Investing14.9612.04
    Della Parola Tactical Income Strategy8.217.13
    Partnervest Adv Svcs STAR III - Alpha8.386.57
    DCM Structured US Market Neutral6.264.95
    Martingale Equity Market Neutral5.964.91
    American Century US Discp Eq Mkt Neutral5.684.10
    PanAgora Dynamic Global Market Neutral2.933.83

    Market Neutral5 year gross return5 year net return
    Swan Defined Risk Strategy10.059.11
    Swan Defined Risk Strategy All Accounts9.858.80
    SSI Convertible Income7.296.21
    Numeric Investors US Market Neutral6.545.48
    Partnervest Adv Svcs STAR III - Alpha5.804.70
    GAM Absolute Return Bond Strategy4.563.59
    PanAgora Dynamic Global Market Neutral3.793.09
    American Century US Discp Eq Mkt Neutral3.782.13
    Invesco US Market Neutral2.351.59
    Martingale Equity Market Neutral1.980.96

    World Stock1 year gross return1 year net return
    4Thought Global Thematic Accumulation53.2451.34
    Morgan Stanley Global Opportunity44.3942.30
    DLS Global Equity43.2841.89
    Lazard Global Small Cap Equity39.7738.89
    Thornburg Global Equity Fund0.0037.37
    Long Term Global Growth38.3037.30
    Thornburg Global Opportunities Strategy37.2036.16
    Westport Multi-Cap Equity Focused36.5535.18
    Lazard Global Equity Income35.5635.05
    Mittleman Global Value35.9534.26

    World Stock5 year gross return5 year net return
    Mittleman Global Value49.5447.42
    ZPR Global Equity29.4827.42
    Brookfield Glbl Infrastructure Sec Strat26.8925.98
    Brandes Global Small Cap Eq25.8424.70
    Lazard Global Small Cap Equity24.2623.33
    PGI Global Value & Income Equity23.2922.59
    Sands Global Growth Eqty22.7821.78
    Brookfield Glbl Infras Sec Strat ex-MLP22.3521.69
    Harris Assoc. Global Concentrated Comp22.2421.20
    Morgan Stanley Global Opportunity22.7521.03

    Foreign Large Value1 year gross return1 year net return
    WisdomTree DEFA Index48.3648.36
    Lombardia International Equity39.2838.68
    Lazard Intl Equity ex-Emerging Markets37.1436.87
    Lazard International Equity Plus36.0335.76
    Lazard International Equity Select ADR35.0734.20
    Wellington Global Perspectives33.8432.65
    ARGA International Strategy32.7331.34
    Oechsle Select International Equity31.2729.99
    WisdomTree DEFA Equity Income29.8629.86
    Polaris Capital Mgt Polaris Intl Eq30.4529.58

    Foreign Large Value5 year gross return5 year net return
    Wellington Global Perspectives23.7422.65
    Polaris Capital Mgt Polaris Intl Eq20.0219.23
    Lombardia International Equity18.3017.56
    Lazard Intl Equity ex-Emerging Markets17.5517.14
    Lazard International Equity Plus17.3117.06
    WisdomTree DEFA Index16.1516.15
    TS&W International Equity16.6516.02
    Causeway Capital Mgt Intl Val Eq16.0715.40
    Lazard International Equity Select ADR16.1415.39
    Newton Capital Mgt Global Higher Income16.0815.33

    Foreign Large Blend1 year gross return1 year net return
    Dorsey Wright Sys Reltv Strength Intl63.1360.69
    Financial Trust Asia ValueMomentum60.0958.11
    Financial Trust Intl ValueMomentum43.6941.92
    Lazard Global Discounted Assets34.7033.91
    Lazard International Discounted Assets34.4233.83
    Lazard Intl Equity Plus (ACW ex-U.S.)33.1432.88
    Renaissance International31.6630.87
    Research Affiliates Equity International31.0230.74
    GMO Intnl Dvlpd Eqt Allctn Strtgy30.9530.10
    Davis International Product30.7630.04

    Foreign Large Blend5 year gross return5 year net return
    Dorsey Wright Sys Reltv Strength Intl21.5419.56
    Lazard Global Discounted Assets19.1018.46
    Federated EAFE Equity Composite18.5817.69
    Harris Assoc. International18.4317.59
    PIMCO Int'l StocksPLUS Absolute Return18.0017.25
    BMO Disciplined International Equity17.5616.62
    Financial Trust Intl ValueMomentum17.9716.49
    Lazard Intl Equity Plus (ACW ex-U.S.)16.6516.43
    Lazard International Discounted Assets16.8716.32
    Lazard International Strategic Equity16.8716.15

    Foreign Large Growth1 year gross return1 year net return
    DSM Global Focus Equity32.8631.61
    Davis Global32.0831.42
    Nuveen Global Growth ORD Compost31.4630.42
    Marietta International Equity Program30.3629.37
    Symmetric Prism Grid29.5628.07
    WHV Global Equity28.8827.80
    DSM Global Growth Equity28.9027.66
    EAFE Plus Alpha Equities28.1827.43
    American Century Non-US Concntr Growth27.0427.04
    WHV International Equity27.8226.68

    Foreign Large Growth5 year gross return5 year net return
    DSM Global Focus Equity22.4021.25
    Nuveen Global Growth ORD Compost18.7817.83
    Fayez Sarofim & Co. Global Equity17.4117.16
    WCM Inv Mgt Focused Growth Intl17.2916.53
    Martin Inv Mgt Tortue Capital17.6016.45
    Davis Global16.8416.23
    OFI Global International Growth16.6915.86
    American Century Non-US Concntr Growth15.6015.60
    Turner Inv International Growth Equity16.6615.45
    William Blair International Leaders16.1315.14

    Foreign Small/Mid Value1 year gross return1 year net return
    GlobeFlex International Small Cap37.7836.67
    Philadelphia Intl LP Small Cap Intl Eq36.2735.71
    ClearBridge International Small Cap36.4535.14
    Brandes International Small Cap Eq35.0033.86
    Wellington Intl Contrarian Value34.0933.00
    QMA International Small Cap Equity33.3332.24
    Acadian International Small Cap32.8831.92
    Golden Capital International Small Cap32.8631.69
    Lee Munder Capital Group Int'l Sm Cap Eq32.4031.17
    LSV Asset Mgt Intl Sm-Cap Val Eq31.5230.29

    Foreign Small/Mid Value5 year gross return5 year net return
    Brandes International Small Cap Eq22.6121.56
    Philadelphia Intl LP Small Cap Intl Eq20.1619.67
    Denver Inv Concentrated Intl Small-Cap20.8619.47
    Denver Inv International Small-Cap20.3818.94
    RBC GAM International Equity SA19.5318.43
    GlobeFlex International Micro Cap Cmpst19.4218.38
    Templeton Intl Sm Cap Eq19.1218.35
    LSV Asset Mgt Intl Sm-Cap Val Eq19.0917.96
    Acadian International Small Cap18.8417.95
    The Boston International Small Cap Eq19.0017.90

    Foreign Small/Mid Growth1 year gross return1 year net return
    Pinnacle International Small Cap Equity38.4636.78
    Oberweis Intl Opportunities37.4536.35
    OFI Global International Small Cap36.6435.53
    TCW International Small Cap36.1734.81
    Navellier International Select31.1228.70
    Nuveen International Gr ORD Comp29.3328.26
    American Century Non-U.S. Small-Mid Cap29.7428.05
    Lazard International Small Cap29.2327.79
    Baring International Small Cap Equity27.9026.81
    Batterymarch ACWI ex-US Small Cap Equity27.8526.60

    Foreign Small/Mid Growth5 year gross return5 year net return
    Oberweis Intl Opportunities28.2227.02
    OFI Global International Small Cap22.9021.89
    Navellier International Select23.0121.32
    Wasatch International Small Cap Growth21.8720.46
    American Century Non-U.S. Small Cap20.2319.12
    Batterymarch ACWI ex-US Small Cap Equity19.3718.20
    Pinnacle International Small Cap Equity19.4417.96
    Driehaus International Small Cap Gr19.3517.83
    Baring International Small Cap Equity18.7017.69
    MFSˆ® International Small Cap Equity18.5717.44

    Latin America Stock1 year gross return1 year net return
    Financial Trust Latin Value Momentum27.1325.57
    Mirae Brazil Sector Leader Equity8.637.55
    Morgan Stanley Latin America Equity7.056.71
    T. Rowe Price Latin America Equity7.216.28
    Appleton Group Americas-3.42-3.42

    Latin America Stock5 year gross return5 year net return
    Financial Trust Latin Value Momentum16.3914.95
    Morgan Stanley Latin America Equity8.037.67
    T. Rowe Price Latin America Equity6.235.33
    Mirae Brazil Sector Leader Equity0.96-0.05
    Appleton Group Americas0.000.00

    Europe Stock1 year gross return1 year net return
    Brandes European Equity38.8137.72
    Acadian European Equity36.0735.09
    T. Rowe Price Europe Smaller Comp Equity35.6234.62
    T. Rowe Price Europe ex-UK Equity35.1734.51
    Numeric Investors Europe Core35.4334.44
    Pictet Small Cap European Core Comp32.7631.86
    SSgA Europe Alpha Strategy32.6331.67
    T. Rowe Price Europe Equity30.6830.03
    Oechsle Diversified Europe Equity30.9929.84
    BNP Paribas Europe Mid Cap30.7329.83

    Europe Stock5 year gross return5 year net return
    T. Rowe Price Europe Smaller Comp Equity21.2220.32
    Pictet Small Cap European Core Comp19.8118.99
    UK Equity Alpha19.7218.94
    Europe ex-UK Equities18.7117.93
    Burgundy European Equity Composite18.7417.56
    T. Rowe Price Europe ex-UK Equity17.2516.65
    Numeric Investors Europe Core17.5016.63
    T. Rowe Price Europe Equity17.0916.48
    Putnam European Core Equity16.7715.82
    Acadian European Equity16.5015.64

    Japan Stock1 year gross return1 year net return
    Burgundy Asian (All Cap) Composite19.6018.41
    NT MSCI AC Asia ex Japan-ND16.5016.32
    Japanese All Cap16.3115.57
    Tradewinds Japan Equity16.1315.21
    Brandes Japan Equity16.0915.15
    Burgundy Focus Asian Composite15.6214.73
    Acadian Japanese Equity15.2914.45
    Baillie Gifford Japan Growth14.3413.54
    MFSˆ® Japan Equity13.0412.27
    T. Rowe Price Japan Equity12.0611.40

    Japan Stock5 year gross return5 year net return
    Japanese All Cap13.4912.75
    Burgundy Asian (All Cap) Composite13.8512.44
    Burgundy Focus Asian Composite13.1012.19
    T. Rowe Price Japan Equity11.4610.80
    Acadian Japanese Equity11.0710.25
    MFSˆ® Japan Equity9.378.61
    PGI Japanese Equity9.188.53
    Lazard Japanese Equity7.907.44
    Brandes Japan Equity8.227.35
    Tradewinds Japan Equity7.246.39

    Pacific/Asia ex-Japan Stk1 year gross return1 year net return
    Brandes Asia Pacific ex-Japan Equity35.2633.84
    Baillie Gifford Asia ex Japan Equities27.1926.37
    Mirae Korea Growth Equity25.7424.51
    Mirae Asia Pacific Sector Leader Equity25.1423.91
    Mirae Asia Pacific Growth Equity24.1022.89
    Investec 4Factor Asia Pacific ex Jap Eq22.4221.62
    Havenport (Asia Ex Japan)- Composite21.0520.15
    MFSˆ® Asia Pacific ex Japan20.7119.84
    MFSˆ® Asia ex Japan Equity18.5217.65
    Putnam Asia Pacific ex-Japan18.6917.50

    Pacific/Asia ex-Japan Stk5 year gross return5 year net return
    Brandes Asia Pacific ex-Japan Equity23.6722.32
    Mirae Asia Pacific Consumer Sector Eq18.9617.79
    Baillie Gifford Asia ex Japan Equities17.8617.10
    Investec 4Factor Asia Pacific ex Jap Eq15.8115.05
    Horizon Asia Institutional16.1314.96
    T. Rowe Price Asia ex-Japan Equity14.1413.18
    Havenport (Asia Pacific Ex Japan) Comp13.8112.97
    MFSˆ® Asia Pacific ex Japan13.4512.56
    PGI Asia ex-Japan Equity12.8612.41
    MFSˆ® Asia ex Japan Equity12.9812.08

    Diversified Pacific/Asia1 year gross return1 year net return
    Developed Asia inc Japan Equities15.6915.00
    ZPR All Asian16.4714.94
    WellsCap Asia Pacific Equity14.9514.04
    Natixis / AIA Mgd ETF - China14.7813.62
    GAM Asia-Pacific Equity13.7913.27
    Sit Inv Pac Basin13.8912.88
    Templeton Asia Pacific Eq11.1910.60
    Accuvest Asian Advantage10.4510.27
    Oberweis Asia Opport10.158.91
    Appleton Group Asia-2.57-2.57

    Diversified Pacific/Asia5 year gross return5 year net return
    ZPR All Asian37.6035.55
    Templeton Asia Pacific Eq15.4614.96
    WellsCap Asia Pacific Equity13.0712.17
    Developed Asia inc Japan Equities11.3510.69
    Oberweis Asia Opport11.6910.45
    Sit Inv Pac Basin10.219.23
    GAM Asia-Pacific Equity9.158.42
    Natixis / AIA Mgd ETF - China8.066.85
    Accuvest Asian Advantage0.000.00
    Appleton Group Asia0.000.00

    Diversified Emerging Mkts1 year gross return1 year net return
    GlobeFlex Frontier All Cap Equity Cmpst36.2134.22
    HSBC Emging Mkts Eq - New Frontiers30.0728.49
    Morgan Stanley Frontier Emerging Markets29.7727.57
    Numeric Investors Emerging Markets Alpha28.2526.88
    Lazard Developing Markets Equity26.9126.33
    Brandes Emerging Markets Equity26.3925.33
    Sands Capital Emerging Markets Growth25.8424.51
    Brandes Emerging Markets Opportunities25.9224.47
    Newgate Emerging Markets25.1724.17
    Newgate Emerging Markets Select25.1724.17

    Diversified Emerging Mkts5 year gross return5 year net return
    Wasatch Emerging Markets SmllCap SA19.4017.71
    SSGA Active Emerging Markets Sm Cp Strat18.8117.58
    Victory Emerging Markets Small Cap Comp18.2016.96
    JP Morgan GEM Discovery16.7616.75
    Lazard Emerging Markets Core Equity16.9215.90
    Driehaus Emerging Mkt Small Cap Gr16.8015.60
    HSBC Emging Mkts Eq - New Frontiers17.0115.57
    Vontobel Asset Mgt Emg Mkts Eq15.6714.36
    OFI Global Emerging Markets Equity15.2614.30
    Lazard Emerging Markets Eq Select ADR15.1314.27

    Global Real Estate1 year gross return1 year net return
    Cohen & Steers European Real Estate Secs35.5334.25
    Morgan Stanley Glbl Infrastructure Sec30.1628.67
    Third Avenue Real Estate Value Equity22.5821.23
    Duff & Phelps Intl Real Estate Secs21.6420.60
    Brookfield Global Real Estate Secrt (L)20.9020.21
    Brookfield Glbl Rl Estt Secs Alpha Strat20.9220.12
    Duff&Phelps Glbl Real Estate Securities18.0317.10
    Heitman Global Diversified Strategy17.3016.63
    Cornerstone Global RE Securities16.3116.00
    LaSalle Global Real Estate Securities16.2215.42

    Global Real Estate5 year gross return5 year net return
    Brookfield Global Real Estate Secrt (L)23.2922.55
    Brookfield Glbl Rl Estt Secs Alpha Strat22.0421.07
    Duff&Phelps Glbl Real Estate Securities22.0621.07
    Heitman Global Focused Strategy21.3020.71
    Heitman Global Diversified Strategy21.1620.45
    LaSalle Global Real Estate Securities19.6518.80
    Adelante Global Strategy19.7218.79
    Forum Securities Global Income19.2818.34
    PGI Global Real Estate Securities18.8618.10
    Presima Concentrated Composite17.7917.74

    World Bond1 year gross return1 year net return
    Lazard Glbl Listed Infrastruct USD Hedge29.7228.60
    PGI Global High Yield15.9715.10
    Newfleet Global Multi-Sector Income16.0514.50
    Prudential Global Aggregate Plus13.8913.50
    GMO International Bond Strategy13.3312.88
    Morgan Stanley Glb Fxd Inc Opportunities13.7412.12
    PGI Global Credit Opportunities12.2111.52
    Stone Harbor Glbl High Yield Comp 70/3011.7411.27
    Newgate Total Return Income11.7311.14
    Putnam Core Global Fixed Income11.5710.96

    World Bond5 year gross return5 year net return
    Lazard Glbl Listed Infrastruct USD Hedge19.8018.81
    Newgate Total Return Income14.1413.32
    Stone Harbor Glbl High Yield Comp 70/3012.9812.48
    Stone Harbor Global High Yield 50/5012.3711.92
    Templeton Global Multisector Plus Comp12.5111.57
    JPMCB International Rates Fund Inv0.0011.06
    PIMCO Diversified Income11.7410.96
    Prudential Global Aggregate Plus10.4410.03
    GMO International Bond Strategy10.289.92
    Brandywine Global Opportun Fxd Inc10.399.90

    High Yield Bond1 year gross return1 year net return
    Morgan Stanley Global High Yield18.0316.01
    Franklin Gbl High Yld Institutional Comp16.3715.83
    Brandywine Global Credit16.5815.44
    Morgan Stanley U.S. High Yield16.0815.15
    Federated Opportunistic High Yield Comp15.1514.60
    Loomis Sayles High Yield Full Discretion14.8914.47
    Babson High Yield14.5613.93
    BlackRock High Yld14.2813.71
    Wellington Global High Yield14.0213.41
    Lord Abbett & Co. High Yld14.4913.41

    High Yield Bond5 year gross return5 year net return
    Pyramis High Yield CMBS Composite19.2218.34
    Manulife AM US High Yield Fixed Income18.8118.23
    DCM High Yield17.9117.33
    AAM Credit Opportunities18.0416.92
    TCW Opportunistic MBS17.7116.83
    Federated Opportunistic High Yield Comp16.7216.14
    Loomis Sayles High Yield Full Discretion16.0015.54
    Seix High Yield Unconstrained16.0215.45
    BlackRock High Yld15.8315.26
    AllianceBernstein US High Yield15.9815.23

    Intermediate Government1 year gross return1 year net return
    S&P Capital Appreciation Fund Moderate17.6617.48
    Ross Sinclaire Intermediate Municipal Bd6.566.34
    Semper Active Mortgage-Backed Securities3.265.71
    Federated Govt Credit w MAPS MA6.265.06
    Seix Mortgage Backed Security5.425.00
    Astor Active Income Program6.204.49
    Federated Govt Credit no MAPS MA5.514.33
    RBC GAM Access Capital Community Invmt4.714.29
    Sage Core Government/Credit Fixed Income4.584.19
    PNC Cap Adv US Government Mortgage4.354.00

    Intermediate Government5 year gross return5 year net return
    S&P Capital Appreciation Fund Moderate11.6411.47
    Semper Active Mortgage-Backed Securities11.9310.69
    Ross Sinclaire Intermediate Municipal Bd7.847.55
    Columbia US Government Mortgage7.767.38
    Sage Core Government/Credit Fixed Income5.465.08
    Federated Govt Credit w MAPS MA6.345.06
    Seix Core Bond Wrap SMA5.114.87
    Logan Circle STAMP Intmt Govt/Credit4.904.63
    CS McKee Broad Government Fixed5.044.52
    Seix Mortgage Backed Security4.854.44

    Intermediate-Term Bond1 year gross return1 year net return
    Voya Investment Grade Credit11.6411.31
    Spectrum Preferred Securities10.8510.55
    GW&K Corporate Bond Opportunities Strat11.3710.54
    Julex Capital Mngt Dynamic Income11.4510.39
    ICON U.S. Income Portfolio10.259.47
    Morgan Stanley Investment Grade Corp9.729.23
    PGI Investment Grade Corporate9.479.22
    Loomis Sayles Core Plus9.379.11
    Granite Tactical Global Interm FI Strat9.619.02
    PGI Corporate Plus9.238.96

    Intermediate-Term Bond5 year gross return5 year net return
    Spectrum Preferred Securities15.0014.70
    Voya Investment Grade Credit11.2810.87
    GW&K Corporate Bond Opportunities Strat11.4210.59
    Manulife AM US Core Plus Fixed Income10.7610.43
    PGI Corporate Plus10.3410.07
    PGI Investment Grade Corporate10.179.94
    PIMCO Investmt Grade Corporate10.259.75
    SFS Power Yield10.129.45
    Loomis Sayles Core Plus9.419.16
    AllianceBernstein US Invest Grade Corps9.398.96

    Short Government1 year gross return1 year net return
    TCW Securitized Opportunities9.258.15
    Garcia Fix-Inc Government/Credit6.696.49
    BlackRock Mortgage5.405.14
    PIMCO Mortgage Constrained4.434.28
    Putnam Mortgage-Only4.474.22
    Pacific Income Aggregate Intermediate4.534.17
    JPMorgan MBS Bond (Columbus)4.013.75
    Garcia F/I Short Duration Opportunistic3.133.03
    Capital Group PCS Core Bond Composite3.132.61
    M.D. Sass Svcs 3-Year FI2.912.54

    Short Government5 year gross return5 year net return
    TCW Securitized Opportunities18.3217.12
    Garcia Fix-Inc Government/Credit7.417.13
    JPMorgan MBS Bond (Columbus)6.476.13
    BlackRock Mortgage5.775.50
    Putnam Mortgage-Only5.054.79
    PIMCO Mortgage Constrained4.674.50
    Sit Inv Short Dur Strat4.494.06
    Capital Group PCS Core Bond Composite4.263.74
    Pacific Income Aggregate Intermediate3.993.62
    M.D. Sass Svcs 3-Year FI3.793.45

    Short-Term Bond1 year gross return1 year net return
    Atlantic Enhanced Stock Indexing27.0526.82
    First Western High Yield Short Duration10.159.57
    IS - Rising Rates7.946.37
    Newfleet Multi-Sector Short Dur Cpst6.345.83
    Atalanta Sosnoff Tx Exmpt Interm Dur Fxd6.025.64
    WellsCap Intermediate Premier FI5.915.59
    Lord Abbett & Co. Core Fixed Income5.705.34
    BlackRock Core PLUS5.285.01
    Thornburg Limited Term Income Strategy5.284.90
    BlackRock Core Bond4.954.69

    Short-Term Bond5 year gross return5 year net return
    Atlantic Enhanced Stock Indexing22.1721.84
    TCW MetWest Strategic Income14.0312.44
    First Western High Yield Short Duration11.6410.96
    Newfleet Multi-Sector Short Dur Cpst8.958.43
    WellsCap Intermediate Premier FI7.467.08
    TCW MetWest Intermediate Bonds6.756.44
    Atalanta Sosnoff Tx Exmpt Interm Dur Fxd6.646.37
    Thornburg Limited Term Income Strategy6.626.03
    BlackRock Core PLUS6.336.02
    Lord Abbett & Co. Core Fixed Income6.435.98

    Ultrashort Bond1 year gross return1 year net return
    Western Asset Mgt US Index Plus26.1025.73
    Pyramis Leveraged Loan Composite6.926.39
    OFI Global Senior Loans6.606.09
    Goldman Sachs US Mortgages4.934.64
    RIM Enh Csh Bd Opportunity Portfolio3.553.55
    PIMCO Short Term2.111.67
    Federated Active Cash Broad FI Composite1.891.59
    WellsCap Taxable 1-3 Year Fixed Income1.541.35
    TCW MetWest Ultra Short Bonds1.491.31
    Payden & Rygel Enhanced Cash Long1.391.19

    Ultrashort Bond5 year gross return5 year net return
    Western Asset Mgt US Index Plus25.1724.79
    Pyramis Leveraged Loan Composite10.459.90
    OFI Global Senior Loans10.439.90
    Goldman Sachs US Mortgages4.724.42
    TCW MetWest Ultra Short Bonds4.133.97
    Federated Active Cash Broad FI Composite3.353.03
    PIMCO Short Term2.412.01
    Federated Active Cash Moderate FI Comp2.211.90
    WellsCap Taxable 1-3 Year Fixed Income2.001.81
    Dana Limited Volatility2.041.81

    Long Government1 year gross return1 year net return
    JPMorgan Long Duration Diversified Alpha12.1311.74
    JPMorgan Long Duration Invmtt Grade Plus11.8411.58
    JPMorgan Long Duration Investment Grade11.7411.46
    Ryan Labs Very Long Liability Enhanced9.909.49
    NISA 15+ STRIPS9.389.14
    NISA Long Dur Govt Only Consolidated8.217.96
    Ryan Labs Long Liability Enhanced8.017.61
    Hoisington Inv Mgt Macroeconomic FI Comp7.777.53
    Hillswick Long Duration Government7.727.42
    SSgA Long US Gov Index Class A-6.436.38

    Long Government5 year gross return5 year net return
    JPMorgan Long Duration Diversified Alpha11.4010.98
    JPMorgan Long Duration Invmtt Grade Plus10.7810.41
    JPMorgan Long Duration Investment Grade10.4310.12
    NISA 15+ STRIPS9.999.73
    Ryan Labs Very Long Liability Enhanced9.969.56
    NISA Long Dur Govt Only Consolidated9.659.40
    Hillswick Long Duration Government9.659.33
    PIMCO Long Duration Treasury9.038.52
    Hoisington Inv Mgt Macroeconomic FI Comp8.458.24
    SSgA Long US Gov Index Class A0.007.43

    Long-Term Bond1 year gross return1 year net return
    Logan Circle Long Credit15.8315.43
    BlackRock US Long Credit14.5514.27
    PIMCO Long Term Bond - Long Credit14.6114.27
    JPMCB Long Credit Fund Inv0.0014.16
    Standish US Long Duration Corporate13.9713.62
    Ryan Labs Long-Credit Enhanced13.8213.48
    Pyramis Long Corporate Composite13.6413.41
    NISA Long Credit13.5613.30
    SSgA Long US Credit Index Strategy13.4013.27
    PGI Long Duration Credit Emphasis13.2313.07

    Long-Term Bond5 year gross return5 year net return
    Logan Circle Long Credit14.7614.36
    Guggenheim Absolute Return Strategic15.2814.21
    Reams Long Duration Fixed Income13.7613.55
    Standish US Long Duration13.6613.43
    PIMCO Long Term Bond - Long Credit13.5313.20
    Logan Circle Long Duration13.4213.04
    Ryan Labs Long-Credit Enhanced13.2612.94
    PGI Long Duration Credit Emphasis12.5412.39
    Nuveen Preferred Securities SMA13.6312.27
    BlackRock US Long Credit12.0311.74

    Multisector Bond1 year gross return1 year net return
    Loomis Sayles Multi-Sector Full Discretn11.8311.50
    Foy SELECTOR Income12.5811.05
    Thornburg Multisector Opportunistic Stra11.2210.44
    Newfleet Multi-Sector Opportunistic Cpst10.6810.08
    PIMCO Income Composite10.479.98
    PineBridge Strat Bond Composite (USD)10.349.90
    Frost Credit Composite10.509.81
    WellsCap Medium Quality Core Fixed Inc10.069.63
    Federated Strategic Multi-Sector FI Comp9.879.53
    BW Global Multi-Sector Income (fka GITR)10.019.28

    Multisector Bond5 year gross return5 year net return
    PIMCO Income Composite15.1714.69
    Loomis Sayles Multi-Sector Full Discretn12.8812.53
    TAMP US Tactical ETF Income – BIG UMA13.5812.41
    Clark Navigator FI Total Return (SAI)12.8011.97
    Thornburg Multisector Opportunistic Stra12.6311.66
    Putnam Fixed Income Global Alpha Plus12.2711.48
    Newfleet Multi-Sector Opportunistic Cpst12.0711.46
    First Trust FTA Taxable Closed-End Fund12.8511.25
    Fifth Third Asst Mgt Strategic Inc Plus11.5711.08
    Guggenheim Fixed Income10.6810.32

    Convertibles1 year gross return1 year net return
    SSI Inv Grade Convert Strat27.8526.69
    SSI Outright Discretionary Convert Strat24.9224.34
    PIMCO Convertible24.8224.03
    Palisade Convertible Securities Comp24.6623.92
    Allianz Convertibles23.4022.95
    Palisade Capital Convertible Secs SMA24.3522.89
    Lord Abbett & Co. Convertibles22.8921.60
    MacKay Shields Convertibles21.9621.36
    Gabelli Asset Mgt Convert21.9520.97
    Advent Balanced Convertible Strategy21.2620.73

    Convertibles5 year gross return5 year net return
    ClearBridge U.S. Convertibles19.7119.00
    Allianz Convertibles17.5817.12
    Gabelli Asset Mgt Convert17.7416.73
    PIMCO Convertible16.9916.23
    PENN Capital Mgt Convertible Securities16.9916.01
    Advent Balanced Convertible Strategy16.4415.86
    Cohen & Steers Preferred Securities16.5315.77
    Invesco Convertible Securities16.5315.75
    Putnam HY Convertible Managed Acct15.6715.67
    SSI Outright Discretionary Convert Strat16.0115.42

    High Yield Bond1 year gross return1 year net return
    Morgan Stanley Global High Yield18.0316.01
    Franklin Gbl High Yld Institutional Comp16.3715.83
    Brandywine Global Credit16.5815.44
    Morgan Stanley U.S. High Yield16.0815.15
    Federated Opportunistic High Yield Comp15.1514.60
    Loomis Sayles High Yield Full Discretion14.8914.47
    Babson High Yield14.5613.93
    BlackRock High Yld14.2813.71
    Wellington Global High Yield14.0213.41
    Lord Abbett & Co. High Yld14.4913.41

    High Yield Bond5 year gross return5 year net return
    Pyramis High Yield CMBS Composite19.2218.34
    Manulife AM US High Yield Fixed Income18.8118.23
    DCM High Yield17.9117.33
    AAM Credit Opportunities18.0416.92
    TCW Opportunistic MBS17.7116.83
    Federated Opportunistic High Yield Comp16.7216.14
    Loomis Sayles High Yield Full Discretion16.0015.54
    Seix High Yield Unconstrained16.0215.45
    BlackRock High Yld15.8315.26
    AllianceBernstein US High Yield15.9815.23

    Intermediate Government1 year gross return1 year net return
    S&P Capital Appreciation Fund Moderate17.6617.48
    Ross Sinclaire Intermediate Municipal Bd6.566.34
    Semper Active Mortgage-Backed Securities3.265.71
    Federated Govt Credit w MAPS MA6.265.06
    Seix Mortgage Backed Security5.425.00
    Astor Active Income Program6.204.49
    Federated Govt Credit no MAPS MA5.514.33
    RBC GAM Access Capital Community Invmt4.714.29
    Sage Core Government/Credit Fixed Income4.584.19
    PNC Cap Adv US Government Mortgage4.354.00

    Intermediate Government5 year gross return5 year net return
    S&P Capital Appreciation Fund Moderate11.6411.47
    Semper Active Mortgage-Backed Securities11.9310.69
    Ross Sinclaire Intermediate Municipal Bd7.847.55
    Columbia US Government Mortgage7.767.38
    Sage Core Government/Credit Fixed Income5.465.08
    Federated Govt Credit w MAPS MA6.345.06
    Seix Core Bond Wrap SMA5.114.87
    Logan Circle STAMP Intmt Govt/Credit4.904.63
    CS McKee Broad Government Fixed5.044.52
    Seix Mortgage Backed Security4.854.44

    Intermediate-Term Bond1 year gross return1 year net return
    Voya Investment Grade Credit11.6411.31
    Spectrum Preferred Securities10.8510.55
    GW&K Corporate Bond Opportunities Strat11.3710.54
    Julex Capital Mngt Dynamic Income11.4510.39
    ICON U.S. Income Portfolio10.259.47
    Morgan Stanley Investment Grade Corp9.729.23
    PGI Investment Grade Corporate9.479.22
    Loomis Sayles Core Plus9.379.11
    Granite Tactical Global Interm FI Strat9.619.02
    PGI Corporate Plus9.238.96

    Intermediate-Term Bond5 year gross return5 year net return
    Spectrum Preferred Securities15.0014.70
    Voya Investment Grade Credit11.2810.87
    GW&K Corporate Bond Opportunities Strat11.4210.59
    Manulife AM US Core Plus Fixed Income10.7610.43
    PGI Corporate Plus10.3410.07
    PGI Investment Grade Corporate10.179.94
    PIMCO Investmt Grade Corporate10.259.75
    SFS Power Yield10.129.45
    Loomis Sayles Core Plus9.419.16
    AllianceBernstein US Invest Grade Corps9.398.96

    Short Government1 year gross return1 year net return
    TCW Securitized Opportunities9.258.15
    Garcia Fix-Inc Government/Credit6.696.49
    BlackRock Mortgage5.405.14
    PIMCO Mortgage Constrained4.434.28
    Putnam Mortgage-Only4.474.22
    Pacific Income Aggregate Intermediate4.534.17
    JPMorgan MBS Bond (Columbus)4.013.75
    Garcia F/I Short Duration Opportunistic3.133.03
    Capital Group PCS Core Bond Composite3.132.61
    M.D. Sass Svcs 3-Year FI2.912.54

    Short Government5 year gross return5 year net return
    TCW Securitized Opportunities18.3217.12
    Garcia Fix-Inc Government/Credit7.417.13
    JPMorgan MBS Bond (Columbus)6.476.13
    BlackRock Mortgage5.775.50
    Putnam Mortgage-Only5.054.79
    PIMCO Mortgage Constrained4.674.50
    Sit Inv Short Dur Strat4.494.06
    Capital Group PCS Core Bond Composite4.263.74
    Pacific Income Aggregate Intermediate3.993.62
    M.D. Sass Svcs 3-Year FI3.793.45

    Short-Term Bond1 year gross return1 year net return
    Atlantic Enhanced Stock Indexing27.0526.82
    First Western High Yield Short Duration10.159.57
    IS - Rising Rates7.946.37
    Newfleet Multi-Sector Short Dur Cpst6.345.83
    Atalanta Sosnoff Tx Exmpt Interm Dur Fxd6.025.64
    WellsCap Intermediate Premier FI5.915.59
    Lord Abbett & Co. Core Fixed Income5.705.34
    BlackRock Core PLUS5.285.01
    Thornburg Limited Term Income Strategy5.284.90
    BlackRock Core Bond4.954.69

    Short-Term Bond5 year gross return5 year net return
    Atlantic Enhanced Stock Indexing22.1721.84
    TCW MetWest Strategic Income14.0312.44
    First Western High Yield Short Duration11.6410.96
    Newfleet Multi-Sector Short Dur Cpst8.958.43
    WellsCap Intermediate Premier FI7.467.08
    TCW MetWest Intermediate Bonds6.756.44
    Atalanta Sosnoff Tx Exmpt Interm Dur Fxd6.646.37
    Thornburg Limited Term Income Strategy6.626.03
    BlackRock Core PLUS6.336.02
    Lord Abbett & Co. Core Fixed Income6.435.98

    Ultrashort Bond1 year gross return1 year net return
    Western Asset Mgt US Index Plus26.1025.73
    Pyramis Leveraged Loan Composite6.926.39
    OFI Global Senior Loans6.606.09
    Goldman Sachs US Mortgages4.934.64
    RIM Enh Csh Bd Opportunity Portfolio3.553.55
    PIMCO Short Term2.111.67
    Federated Active Cash Broad FI Composite1.891.59
    WellsCap Taxable 1-3 Year Fixed Income1.541.35
    TCW MetWest Ultra Short Bonds1.491.31
    Payden & Rygel Enhanced Cash Long1.391.19

    Ultrashort Bond5 year gross return5 year net return
    Western Asset Mgt US Index Plus25.1724.79
    Pyramis Leveraged Loan Composite10.459.90
    OFI Global Senior Loans10.439.90
    Goldman Sachs US Mortgages4.724.42
    TCW MetWest Ultra Short Bonds4.133.97
    Federated Active Cash Broad FI Composite3.353.03
    PIMCO Short Term2.412.01
    Federated Active Cash Moderate FI Comp2.211.90
    WellsCap Taxable 1-3 Year Fixed Income2.001.81
    Dana Limited Volatility2.041.81

    Long Government1 year gross return1 year net return
    JPMorgan Long Duration Diversified Alpha12.1311.74
    JPMorgan Long Duration Invmtt Grade Plus11.8411.58
    JPMorgan Long Duration Investment Grade11.7411.46
    Ryan Labs Very Long Liability Enhanced9.909.49
    NISA 15+ STRIPS9.389.14
    NISA Long Dur Govt Only Consolidated8.217.96
    Ryan Labs Long Liability Enhanced8.017.61
    Hoisington Inv Mgt Macroeconomic FI Comp7.777.53
    Hillswick Long Duration Government7.727.42
    SSgA Long US Gov Index Class A-6.436.38

    Long Government5 year gross return5 year net return
    JPMorgan Long Duration Diversified Alpha11.4010.98
    JPMorgan Long Duration Invmtt Grade Plus10.7810.41
    JPMorgan Long Duration Investment Grade10.4310.12
    NISA 15+ STRIPS9.999.73
    Ryan Labs Very Long Liability Enhanced9.969.56
    NISA Long Dur Govt Only Consolidated9.659.40
    Hillswick Long Duration Government9.659.33
    PIMCO Long Duration Treasury9.038.52
    Hoisington Inv Mgt Macroeconomic FI Comp8.458.24
    SSgA Long US Gov Index Class A0.007.43

    Long-Term Bond1 year gross return1 year net return
    Logan Circle Long Credit15.8315.43
    BlackRock US Long Credit14.5514.27
    PIMCO Long Term Bond - Long Credit14.6114.27
    JPMCB Long Credit Fund Inv0.0014.16
    Standish US Long Duration Corporate13.9713.62
    Ryan Labs Long-Credit Enhanced13.8213.48
    Pyramis Long Corporate Composite13.6413.41
    NISA Long Credit13.5613.30
    SSgA Long US Credit Index Strategy13.4013.27
    PGI Long Duration Credit Emphasis13.2313.07

    Long-Term Bond5 year gross return5 year net return
    Logan Circle Long Credit14.7614.36
    Guggenheim Absolute Return Strategic15.2814.21
    Reams Long Duration Fixed Income13.7613.55
    Standish US Long Duration13.6613.43
    PIMCO Long Term Bond - Long Credit13.5313.20
    Logan Circle Long Duration13.4213.04
    Ryan Labs Long-Credit Enhanced13.2612.94
    PGI Long Duration Credit Emphasis12.5412.39
    Nuveen Preferred Securities SMA13.6312.27
    BlackRock US Long Credit12.0311.74

    Multisector Bond1 year gross return1 year net return
    Loomis Sayles Multi-Sector Full Discretn11.8311.50
    Foy SELECTOR Income12.5811.05
    Thornburg Multisector Opportunistic Stra11.2210.44
    Newfleet Multi-Sector Opportunistic Cpst10.6810.08
    PIMCO Income Composite10.479.98
    PineBridge Strat Bond Composite (USD)10.349.90
    Frost Credit Composite10.509.81
    WellsCap Medium Quality Core Fixed Inc10.069.63
    Federated Strategic Multi-Sector FI Comp9.879.53
    BW Global Multi-Sector Income (fka GITR)10.019.28

    Multisector Bond5 year gross return5 year net return
    PIMCO Income Composite15.1714.69
    Loomis Sayles Multi-Sector Full Discretn12.8812.53
    TAMP US Tactical ETF Income – BIG UMA13.5812.41
    Clark Navigator FI Total Return (SAI)12.8011.97
    Thornburg Multisector Opportunistic Stra12.6311.66
    Putnam Fixed Income Global Alpha Plus12.2711.48
    Newfleet Multi-Sector Opportunistic Cpst12.0711.46
    First Trust FTA Taxable Closed-End Fund12.8511.25
    Fifth Third Asst Mgt Strategic Inc Plus11.5711.08
    Guggenheim Fixed Income10.6810.32

    Inflation-Protected Bond1 year gross return1 year net return
    Standish Global TIPS10.3910.29
    PIMCO Real Ret Asset Long Duration8.568.08
    Julex Capital Mngt Dynamic Real Asset8.217.18
    PIMCO Real Return Full Authority5.995.49
    JPMCB Real Return Fund Inv0.004.71
    PIMCO Real Return for Managed Accounts6.234.64
    BlackRock TIPS PLUS4.784.62
    Hartford Inv Mgt TIPS – Asset Class4.824.60
    Ryan Labs Inflation Index Intermediate4.924.53
    Northern Trust TIPS4.564.45

    Inflation-Protected Bond5 year gross return5 year net return
    PIMCO Real Ret Asset Long Duration9.639.09
    Standish Global TIPS6.776.67
    PIMCO Real Return Full Authority7.106.57
    Franklin U.S. TIPS Composite6.105.96
    Hartford Inv Mgt TIPS – Asset Class5.965.75
    JPMCB Real Return Fund Inv0.005.68
    Northern Trust TIPS5.755.64
    PIMCO Real Return for Managed Accounts7.255.63
    Weaver C. Barksdale US Govt TIPS5.675.61
    Standish US TIPS5.645.56

    Stable Value1 year gross return1 year net return
    PIMCO Mod Dur Core Stable Value2.822.65
    JPMCB Stable Income Bond Fund Inv0.002.40
    Standish Stable Value2.222.10
    JPMCB Stable Value Fund Inv0.001.86
    Wells Fargo Stable Return Fund G1.561.56
    JPMorgan US FI Stable Value (NY)1.741.49
    JPMCB Stable Asset Income Fund- G0.001.47
    BMO Stable Principal Fund1.791.42
    Galliard Stable Value Composite1.831.42
    JPMCB Stable Asset Income Fund- F0.001.41

    Stable Value5 year gross return5 year net return
    PIMCO Mod Dur Core Stable Value4.744.52
    Standish Stable Value2.962.86
    Galliard Stable Value Composite2.852.44
    Columbia Stable Value – Government Strat2.552.34
    BMO Stable Principal Fund2.582.17
    Columbia Stable Value – Inv Grade Strat2.252.04
    JPMorgan US FI Stable Value (NY)2.152.03
    Columbia Trust Stable Government I-25 Fd0.001.99
    JPMCB Stable Value Fund Inv0.001.96
    JPMCB Stable Asset Income Fund- F0.001.77

    Emerging Markets Bond1 year gross return1 year net return
    GMO Emerging Country Debt Strategy17.9517.11
    DCM Emerging Markets Debt15.9615.28
    Prudential Fixed Inc Emerging Mkts Debt13.7713.13
    FFTW EMD Hard Currency12.5911.98
    Wellington Emerging Markets Debt12.5311.86
    Goldman Sachs Emerging Market Debt12.1611.61
    Logan Circle Emerging Markets Debt12.1011.53
    Invesco Emerging Market Corporate Bond12.1911.47
    Investec Emerging Market Corporate Debt12.2211.39
    Pyramis Emerging Market Debt Composite12.0611.34

    Emerging Markets Bond5 year gross return5 year net return
    GMO Emerging Country Debt Strategy19.3918.49
    Ashmore EM Corp Dbt Broad (CEMBI) Comp16.6815.38
    Logan Circle Emerging Markets Debt15.2714.64
    DCM Emerging Markets Debt14.6713.99
    TCW Emerging Markets Fixed Income13.6613.00
    Franklin Emerging Mkt Dbt Opp (USD) Comp13.7612.86
    Pyramis Emerging Market Debt Composite13.4312.70
    Prudential Fixed Inc Emerging Mkts Debt13.2812.54
    Manulife AM Emerging Markets Debt13.2312.54
    Columbia Emerging Markets Fixed Income12.8512.27

    World Allocation1 year gross return1 year net return
    iSectors Post-MPT Growth Allocation29.3628.60
    Niemann Dynamic Sector29.8827.26
    JP Morgan Global Focus28.0427.10
    Jennison Global Equity Opportunities27.6526.69
    Allianz Global Equity Sustainability27.3326.17
    Loring Ward Global Equity DFA25.2424.93
    Parametric Tax Managed MSCI EAFE+Can25.2524.66
    Niemann Risk Managed Sector26.9024.61
    Baillie Gifford Global Alpha25.3424.50
    Loring Ward Global Equity DFA TM24.7924.48

    World Allocation5 year gross return5 year net return
    Marsico Non-Taxable Flexible Capital25.0223.69
    Loring Ward Global Equity DFA SRI18.8518.56
    iSectors Post-MPT Growth Allocation19.0518.34
    Baillie Gifford Global Alpha18.3017.54
    Loring Ward Global Equity DFA17.4217.12
    Loring Ward Global Equity DFA TM17.1616.87
    WestEnd Advisors Global Equity17.6816.42
    Loring Ward Global Equity SA16.3716.37
    Russell TM Equity Growth Model Strategy16.1416.14
    Deschutes Matisse Discounted CE Fd Stgy17.1416.00

    Conservative Allocation1 year gross return1 year net return
    First Quadrant Essential Beta22.6522.37
    Meeder Balanced Portfolio20.3720.37
    UBS: U.S. Balanced Portfolio20.5619.77
    Innealta Tac ETF Risk-Based Opp Growth21.2119.23
    Madison ETF Aggressive21.1518.49
    Sadoff Balanced19.5818.29
    MCA Conservative Portfolios19.0118.12
    Farr Miller & Wash FMW Gr & Inc18.6717.92
    Tillar-Wenstrup Core Balanced18.6517.77
    Tillar-Wenstrup Diversified Core Bal18.1017.41

    Conservative Allocation5 year gross return5 year net return
    Farr Miller & Wash FMW Gr & Inc16.7715.83
    Parametric Tax-Advantage Enhanced Income15.6915.29
    UBS: U.S. Balanced Portfolio16.0115.26
    First Trust FTA Balanced Closed-End Fd16.8615.08
    Parametric Enhanced Income15.3814.99
    MCA Conservative Portfolios14.7413.89
    Anfield Real Wealth Accumulation14.3013.37
    FPA Contrarian Value14.7313.34
    Donaldson Endowment - Cornerstone14.1813.18
    Tillar-Wenstrup Diversified Core Bal13.6512.90

    Moderate Allocation1 year gross return1 year net return
    Meeder Moderate Growth Portfolio26.6826.68
    Johnson Institutional Mgt Enhanced Index26.7026.44
    Niemann Risk Managed27.7725.13
    Loring Ward Glb Sustainability Equity24.7324.42
    JPMCB Diversified Equity Fund0.0023.22
    HCM ALP Growth25.6622.97
    AAM Tactical Income23.5722.78
    Winslow Asset Mgt All Cap Balanced22.6721.91
    Harris Assoc. Equity & Income Comp22.6321.91
    Loring Ward Global Captial Appr DFA22.2121.91

    Moderate Allocation5 year gross return5 year net return
    Johnson Institutional Mgt Enhanced Index20.8120.53
    AAM Tactical Income20.3619.54
    MCA Balanced Portfolios18.3517.48
    Winslow Asset Mgt All Cap Balanced17.8517.13
    Loring Ward Global Captial Appr DFA15.5115.23
    Herzfeld US Equity Closed-End16.7115.00
    Invesco Equity and Income Composite15.7114.99
    CMG Opportunistic All Asset ETF Strategy16.1514.84
    JPMCB Diversified Plus Inv0.0014.82
    Brandywine Domestic Balanced15.8414.70

    Target Date 2000-20101 year gross return1 year net return
    Pyramis Core Lifecycle 201014.7514.12
    JPMCB SmartRetirement 2010 Fund-C12.3312.21
    VT Vantagepoint Milestone 2010 R50.0011.99
    JPMCB SmartRetirement 2010 Fund-C100.0011.68
    VT Vantagepoint Milestone 2010 R30.0011.67
    Pyramis Core Lifecycle 200512.1111.49
    VT Vantagepoint Milestone 2010 R10.0011.36
    AGF Steward Navigator 2010 Fund11.1111.11
    JPMCB SmartRetirement Pasv Blnd 2010-C0.0011.09
    JPMCB SmartRetirement Pasv Blnd 2010-C200.0010.87

    Target Date 2000-20105 year gross return5 year net return
    SSgA Target Retirement 2010 NL Ser A0.0010.84
    SSgA Target Retirement 2010 SL Fd Cl II0.0010.75
    SSgA Target Retirement 2010 NL Ser C0.0010.67
    JPMCB SmartRetirement 2010 Fund-C10.9810.61
    Pyramis Core Lifecycle 201011.2010.58
    SSgA Target Retirement 2010 SL Fd Cl III0.0010.47
    SSgA Target Retirement 2010 SL Ser VI0.0010.44
    SSgA Target Retirement 2010 NL Ser D0.0010.43
    JPMCB SmartRetirement 2010 Fund-C100.0010.41
    Schwab Managed Retirement Tr Fd 2010 V0.009.63

    Target Date 2011-20151 year gross return1 year net return
    Meeder Age-based 60-6218.4318.43
    Pyramis Core Lifecycle 201515.9215.28
    SSgA Target Retirement 2015 NL Ser A0.0014.04
    SSgA Target Retirement 2015 SL Fd Cl II11.1813.90
    SSgA Target Retirement 2015 NL Ser C0.0013.86
    VT Vantagepoint Milestone 2015 R50.0013.63
    SSgA Target Retirement 2015 NL Ser D0.0013.61
    SSgA Target Retirement 2015 SL Fd Cl III0.0013.58
    SSgA Target Retirement 2015 SL Ser VI0.0013.53
    VT Vantagepoint Milestone 2015 R30.0013.26

    Target Date 2011-20155 year gross return5 year net return
    SSgA Target Retirement 2015 NL Ser A0.0013.00
    SSgA Target Retirement 2015 SL Fd Cl II0.0012.88
    SSgA Target Retirement 2015 NL Ser C0.0012.79
    SSgA Target Retirement 2015 SL Fd Cl III0.0012.59
    SSgA Target Retirement 2015 NL Ser D0.0012.56
    SSgA Target Retirement 2015 SL Ser VI0.0012.56
    JPMCB SmartRetirement 2015 Fund-C0.0012.06
    JPMCB SmartRetirement 2015 Fund-C100.0011.95
    JPMCB SmartRetirement 2015 Fund-C200.0011.82
    Meeder Age-based 60-6211.6611.66

    Target Date 2016-20201 year gross return1 year net return
    Meeder Age-based 55-5920.3720.37
    SSgA Target Retirement 2020 NL Ser A0.0016.81
    SSgA Target Retirement 2020 SL Fd Cl II0.0016.67
    SSgA Target Retirement 2020 NL Ser C0.0016.66
    SSgA Target Retirement 2020 SL Fd Cl III0.0016.36
    SSgA Target Retirement 2020 NL Ser D0.0016.35
    SSgA Target Retirement 2020 SL Ser VI0.0016.32
    Pyramis Core Lifecycle 202016.8316.19
    JPMCB SmartRetirement 2020 Fund-C0.0015.41
    JPMCB SmartRetirement 2020 Fund Inst0.0015.40

    Target Date 2016-20205 year gross return5 year net return
    SSgA Target Retirement 2020 NL Ser A0.0014.31
    SSgA Target Retirement 2020 SL Fd Cl II0.0014.24
    SSgA Target Retirement 2020 NL Ser C0.0014.16
    SSgA Target Retirement 2020 SL Fd Cl III0.0013.95
    SSgA Target Retirement 2020 NL Ser D0.0013.93
    SSgA Target Retirement 2020 SL Ser VI0.0013.92
    JPMCB SmartRetirement 2020 Fund-C0.0013.41
    JPMCB SmartRetirement 2020 Fund-C100.0013.28
    JPMCB SmartRetirement 2020 Fund-C200.0013.17
    JPMCB SmartRetirement Pasv Blnd 2020-C1013.1512.72

    Target Date 2021-20251 year gross return1 year net return
    Meeder Age-based 50-5422.3222.32
    SSgA Target Retirement 2025 NL Ser A0.0018.47
    SSgA Target Retirement 2025 SL Fd Cl II0.0018.34
    SSgA Target Retirement 2025 NL Ser C0.0018.30
    Pyramis Core Lifecycle 202518.8918.24
    SSgA Target Retirement 2025 SL Fd Cl III0.0018.04
    SSgA Target Retirement 2025 NL Ser D0.0018.01
    SSgA Target Retirement 2025 SL Ser VI0.0017.96
    JPMCB SmartRetirement 2025 Fund Inst0.0017.36
    JPMCB SmartRetirement 2025 Fund-C0.0017.24

    Target Date 2021-20255 year gross return5 year net return
    SSgA Target Retirement 2025 NL Ser A0.0015.21
    SSgA Target Retirement 2025 SL Fd Cl II0.0015.10
    SSgA Target Retirement 2025 NL Ser C0.0015.00
    SSgA Target Retirement 2025 SL Fd Cl III0.0014.81
    SSgA Target Retirement 2025 NL Ser D0.0014.76
    SSgA Target Retirement 2025 SL Ser VI0.0014.76
    JPMCB SmartRetirement 2025 Fund-C0.0014.44
    JPMCB SmartRetirement 2025 Fund-C100.0014.32
    JPMCB SmartRetirement 2025 Fund-C200.0014.21
    Meeder Age-based 50-5413.7113.71

    Target Date 2026-20301 year gross return1 year net return
    Meeder Age-based 45-4924.4824.48
    SSgA Target Retirement 2030 NL Ser A0.0019.80
    Pyramis Core Lifecycle 203020.3419.68
    SSgA Target Retirement 2030 SL Fd Cl II0.0019.64
    SSgA Target Retirement 2030 NL Ser C0.0019.63
    SSgA Target Retirement 2030 SL Fd Cl III0.0019.36
    SSgA Target Retirement 2030 NL Ser D0.0019.35
    SSgA Target Retirement 2030 SL Ser VI0.0019.31
    JPMCB SmartRetirement 2030 Fund Inst0.0019.18
    JPMCB SmartRetirement 2030 Fund-C0.0019.09

    Target Date 2026-20305 year gross return5 year net return
    SSgA Target Retirement 2030 NL Ser A0.0015.80
    SSgA Target Retirement 2030 SL Fd Cl II0.0015.73
    SSgA Target Retirement 2030 NL Ser C0.0015.64
    SSgA Target Retirement 2030 SL Fd Cl III0.0015.45
    SSgA Target Retirement 2030 SL Ser VI0.0015.42
    SSgA Target Retirement 2030 NL Ser D0.0015.41
    JPMCB SmartRetirement 2030 Fund-C0.0015.17
    JPMCB SmartRetirement 2030 Fund-C100.0015.04
    JPMCB SmartRetirement 2030 Fund-C200.0014.94
    Meeder Age-based 45-4914.8114.81

    Target Date 2031-20351 year gross return1 year net return
    Meeder Age-based 44 and under25.5825.58
    Pyramis Core Lifecycle 203521.9221.25
    SSgA Target Retirement 2035 NL Ser A0.0020.93
    SSgA Target Retirement 2035 SL Fd Cl II0.0020.79
    SSgA Target Retirement 2035 NL Ser C0.0020.74
    VT Vantagepoint Milestone 2035 R50.0020.53
    SSgA Target Retirement 2035 SL Fd Cl III0.0020.47
    SSgA Target Retirement 2035 NL Ser D0.0020.42
    SSgA Target Retirement 2035 SL Fund VI0.0020.41
    JPMCB SmartRetirement 2035 Fund Inst0.0020.29

    Target Date 2031-20355 year gross return5 year net return
    SSgA Target Retirement 2035 NL Ser A0.0016.14
    SSgA Target Retirement 2035 SL Fd Cl II0.0016.02
    SSgA Target Retirement 2035 NL Ser C0.0015.92
    SSgA Target Retirement 2035 SL Fd Cl III0.0015.74
    SSgA Target Retirement 2035 NL Ser D0.0015.72
    SSgA Target Retirement 2035 SL Fund VI0.0015.70
    JPMCB SmartRetirement 2035 Fund-C0.0015.61
    JPMCB SmartRetirement 2035 Fund-C100.0015.50
    Meeder Age-based 44 and under15.4015.40
    JPMCB SmartRetirement 2035 Fund-C200.0015.38

    Target Date 2036-20401 year gross return1 year net return
    SSgA Target Retirement 2040 NL Ser A0.0021.99
    VT Vantagepoint Milestone 2040 R50.0021.95
    SSgA Target Retirement 2040 SL Fd Cl II0.0021.85
    JPMCB SmartRetirement 2040 Fund-Invstmt0.0021.80
    SSgA Target Retirement 2040 NL Ser C0.0021.80
    VT Vantagepoint Milestone 2040 R30.0021.59
    SSgA Target Retirement 2040 SL Fd Cl III0.0021.55
    SSgA Target Retirement 2040 NL Ser D0.0021.51
    SSgA Target Retirement 2040 SL Ser VI0.0021.50
    VT Vantagepoint Milestone 2040 R10.0021.26

    Target Date 2036-20405 year gross return5 year net return
    JPMCB SmartRetirement 2040 Fund-Invstmt0.0016.73
    SSgA Target Retirement 2040 NL Ser A0.0016.25
    SSgA Target Retirement 2040 SL Fd Cl II0.0016.19
    SSgA Target Retirement 2040 NL Ser C0.0016.10
    VT Vantagepoint Milestone 2040 R50.0016.07
    SSgA Target Retirement 2040 SL Fd Cl III0.0015.90
    SSgA Target Retirement 2040 NL Ser D0.0015.88
    SSgA Target Retirement 2040 SL Ser VI0.0015.88
    JPMCB SmartRetirement 2040 Fund-C0.0015.85
    VT Vantagepoint Milestone 2040 R30.0015.73

    Target Date 2041-20451 year gross return1 year net return
    VT Vantagepoint Milestone 2045 R50.0022.42
    SSgA Target Retirement 2045 NL Ser A0.0022.14
    SSgA Target Retirement 2045 SL Fd Cl II0.0022.01
    VT Vantagepoint Milestone 2045 R30.0022.00
    SSgA Target Retirement 2045 NL Ser C0.0021.95
    Pyramis Core Lifecycle 204522.4721.80
    VT Vantagepoint Milestone 2045 R10.0021.70
    SSgA Target Retirement 2045 SL Fd Cl III0.0021.68
    SSgA Target Retirement 2045 NL Ser D0.0021.65
    SSgA Target Retirement 2045 SL Fund VI0.0021.63

    Target Date 2041-20455 year gross return5 year net return
    SSgA Target Retirement 2045 NL Ser A0.0016.33
    SSgA Target Retirement 2045 SL Fd Cl II0.0016.23
    SSgA Target Retirement 2045 NL Ser C0.0016.11
    SSgA Target Retirement 2045 SL Fd Cl III0.0015.92
    SSgA Target Retirement 2045 SL Fund VI0.0015.90
    SSgA Target Retirement 2045 NL Ser D0.0015.89
    JPMCB SmartRetirement 2045 Fund-C0.0015.82
    JPMCB SmartRetirement 2045 Fund-C100.0015.69
    Schwab Managed Retirement Tr Fd 2045 V0.0015.60
    JPMCB SmartRetirement 2045 Fund-C200.0015.59

    Retirement Income1 year gross return1 year net return
    Windham Multi-Asset Income Portfolio13.2512.89
    JPMCB SmartRetirement Income Fund Inst0.0011.46
    JPMCB SmartRetirement Income-C0.0011.44
    JPMCB SmartRetirement Income-C100.0011.30
    JPMCB SmartRetirement Income-C200.0011.20
    JPMCB SmartRetirement Pasv Blnd Inc-C0.0011.11
    JPMCB SmartRetirement Pasv Blnd Inc-C1011.4311.11
    JPMCB SmartRetirement Income Fund C350.0011.07
    JPMCB SmartRetirement Pasv Blnd Inc-C200.0010.87
    TAG Tactical Income10.779.97

    Retirement Income5 year gross return5 year net return
    JPMCB SmartRetirement Income-C0.009.92
    JPMCB SmartRetirement Income-C100.009.82
    JPMCB SmartRetirement Income-C200.009.72
    JPMCB SmartRetirement Pasv Blnd Inc-C109.829.39
    SSgA Target Retirement Income NL Ser A0.008.92
    SSgA Target Retirement Income SL Cl II0.008.85
    SSgA Target Retirement Income NL Ser C0.008.77
    SSgA Target Retirement Income NL Ser D0.008.58
    SSgA Target Retirement Income SL Cl III0.008.57
    SSgA Target Retirement Income SL Fund VI0.008.55
    Recommended for You
    Graphic: Sell-off makes stock valuations more attractive
    Graphic: Sell-off makes stock valuations more attractive
    Stay-at-home stocks fizzle
    Stay-at-home stocks fizzle
    TIPS' yields turn positive
    TIPS' yields turn positive
    OCIO, Anchor in Rough Seas
    Sponsored Content: OCIO, Anchor in Rough Seas

    Reader Poll

    May 9, 2022
    SEE MORE POLLS >
    Sponsored
    White Papers
    Are Factors a Thing of the Past?
    Q2 2022 Credit Outlook: Carry On
    Leverage does not equal risk
    Is there a mid-cap gap in your DC plan?
    Out of the Shadows: The Revolution in Shadow Accounting
    The pivotal role of fixed income markets in the ESG revolution
    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
    May 9, 2022 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 Content Solutions
    • 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 Ā© 1996-2022. Crain Communications, Inc. All Rights Reserved.
    • Topics
      • Alternatives
      • Consultants
      • Coronavirus
      • Courts
      • Defined Contribution
      • ESG
      • ETFs
      • Hedge Funds
      • Industry Voices
      • Investing
      • Money Management
      • Opinion
      • Partner Content
      • Pension Funds
      • Private Equity
      • Real Estate
      • Russia-Ukraine War
      • SECURE Act 2.0
      • Special Reports
      • White Papers
    • 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
      • Eddy Awards
    • 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
      • Climate Change: The Inescapable Opportunity
      • Impact Investing
      • 2022 ESG Investing Conference
      • ESG Rated ETFs
    • Defined Contribution
      • Latest DC News
      • DC Money Manager Rankings
      • DC Record Keeper Rankings
      • Innovations in DC
      • Trends in DC: Focus on Retirement Income
      • 2022 Defined Contribution East Conference
      • 2022 DC Investment Lineup Conference
    • Searches & Hires
      • Latest Searches & Hires News
      • Searches & Hires Database
      • RFPs
    • Performance Data
      • P&I Research Center
      • Earnings Tracker
      • Endowment Returns Tracker
      • Corporate Pension Contribution Tracker
      • Pension Fund Returns Tracker
      • Pension Risk Transfer Database
      • Future of Investments Research Series
      • Charts & Infographics
      • Polls
    • Careers
    • Events
      • View All Conferences
      • View All Webinars
      • 2022 Innovation Investing Conference
      • 2022 Defined Contribution East Conference
      • 2022 ESG Investing Conference
      • 2022 DC Investment Lineup Conference
      • 2022 Alternatives Investing Conference