| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| M.D. Sass Svcs Relative Val Eq | 42.29 | 41.63 |
| PNC Cap Adv Lg Cap Adv Concentrated | 36.48 | 35.43 |
| Dana Catholic SRI Strategy | 35.24 | 34.57 |
| Tocqueville Multi Cap Eq (Tax-Exempt) | 34.98 | 34.14 |
| JPMorgan Quantitative Enhanced Equity | 26.13 | 34.13 |
| Suffolk Capital Mgt Core Eq | 33.97 | 32.93 |
| Dana Socially Responsible Equity | 33.36 | 32.63 |
| Dana All Cap Equity | 31.95 | 31.20 |
| Leuthold Select Equities | 32.38 | 31.09 |
| Marque Millennium Cap Mgt Lg Cap Val Eq | 31.98 | 31.05 |
| Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO Fundamental IndexPLUS Abs Return | 30.05 | 29.04 |
| PIMCO StocksPLUS Absolute Return | 25.76 | 24.89 |
| TCW MetWest AlphaTrak | 23.76 | 23.53 |
| Oak Associates All Cap Core Growth | 23.70 | 22.82 |
| Smead Capital Appreciation | 23.38 | 22.53 |
| RhumbLine S&P 500 Equal Weighted Index | 22.38 | 22.38 |
| The London Co. Concentrated Large Cap | 23.01 | 22.27 |
| Dana Catholic SRI Strategy | 22.26 | 21.66 |
| PIMCO StocksPlus | 22.62 | 21.63 |
| Todd Asset Mgmt Intrinsic Val Opport | 22.45 | 21.59 |
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Naylor & Company Core Composite | 48.07 | 45.06 |
| DGHM UltraValue | 41.02 | 38.16 |
| First Trust Val Line #1 Timeliness Portf | 40.24 | 37.49 |
| Shapiro Capital Mgt Enh Small Cap Value | 38.60 | 37.32 |
| Glenmede Mid Cap Equity | 37.18 | 35.86 |
| Leuthold Select Industries | 36.80 | 35.44 |
| Iridian Private Value/ Mid-Cap Equity | 35.70 | 34.55 |
| First Trust Val Line Strat Gr Portfolio | 36.07 | 33.56 |
| SouthernSun SMID Cap Composite | 34.23 | 33.46 |
| Janus Opportunistic Alpha | 33.86 | 33.08 |
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Naylor & Company Core Composite | 34.74 | 31.93 |
| NB Rachlin Income Plus (PAM) | 31.50 | 29.58 |
| SouthernSun SMID Cap Composite | 29.89 | 29.18 |
| NewSouth Capital Mgt NSCM SMIDCap Val Eq | 27.08 | 26.30 |
| Fairpointe Mid-Cap Core Equity | 26.34 | 25.25 |
| BRC Mid Cap Diversified Equity | 26.02 | 24.78 |
| Iridian Private Value/ Mid-Cap Equity | 25.40 | 24.76 |
| NewSouth Capital Mgt NSCM Mid-Cap Val Eq | 25.12 | 24.49 |
| WCM Inv Mgt Smid-Cap Value | 24.13 | 24.13 |
| QMA US Mid Cap Core Equity | 24.39 | 23.73 |
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| HIS Upside Plus | 47.42 | 45.64 |
| Affinity Small Cap Equity | 42.17 | 41.34 |
| WellsCap Select Equity | 41.89 | 40.49 |
| Shapiro Capital Mgt Sm-Cap Val | 37.26 | 35.98 |
| Wellington Small Cap Opportunities | 35.20 | 34.00 |
| PGI U.S. Small-Cap Select Equity | 34.51 | 33.56 |
| Phocas Small Cap Value Equity | 33.62 | 32.50 |
| BMO Disciplined Small-Cap Core | 32.86 | 31.66 |
| ACI US Small Cap | 32.15 | 30.99 |
| BRC Small Cap Diversified Equity | 32.39 | 30.94 |
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Ironwood Inv Mgt Conc Small Cap Val | 30.82 | 29.41 |
| SouthernSun Small Cap | 29.74 | 28.63 |
| NorthPointe Capital Micro Cap Value | 28.45 | 27.98 |
| NewSouth Capital Mgt NSCM Sm Cap Val Eq | 27.66 | 26.74 |
| WellsCap Select Equity | 27.80 | 26.56 |
| Winslow Asset Mgt Small-Cap Core Equity | 27.23 | 26.47 |
| PIMCO StocksPLUS Small Cap Abs Return | 27.28 | 26.16 |
| Frontier Small Cap Value | 27.05 | 25.86 |
| Vulcan Value Partners Small Cap Stra | 26.34 | 25.13 |
| NWQ Small Cap Value Equity | 26.32 | 25.08 |
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Biondo Focus Strategy | 52.50 | 50.25 |
| Mazama Select Growth | 43.67 | 42.39 |
| HIS Best Ideas | 43.36 | 41.62 |
| MAM MO25M LCG | 42.47 | 41.09 |
| Eaton Vance Focused Equity Research | 40.82 | 39.73 |
| Cupps Capital Large Cap Growth | 40.51 | 39.69 |
| Mazama Large-Cap Growth | 39.32 | 38.55 |
| Merlin MO25V LCG | 39.77 | 38.42 |
| Morgan Stanley Focus Growth | 39.31 | 37.97 |
| Brown Capital Conc Domestic- All Cap Svc | 38.87 | 37.50 |
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Sands Select Growth Equity | 26.23 | 25.54 |
| ClearBridge Aggressive Growth | 25.81 | 24.89 |
| ClearBridge Multi Cap Growth ESG | 28.26 | 24.61 |
| ClearBridge Multi Cap Growth ESG SMA | 28.26 | 24.61 |
| ClearBridge Multi Cap Growth SMA | 27.46 | 23.82 |
| MCA Flexible Growth Portfolios | 24.40 | 23.38 |
| Camden Equity | 24.12 | 23.10 |
| Biondo Focus Strategy | 24.88 | 23.07 |
| Morgan Stanley Focus Growth | 24.17 | 22.95 |
| WellsCap Heritage All Cap Growth Equity | 23.60 | 22.61 |
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Husic Concentrated Growth | 47.90 | 47.90 |
| Tanaka Mid-Cap Undervalued Growth Equity | 43.11 | 41.78 |
| Bennett Lawrence All Cap Growth | 42.94 | 41.61 |
| Husic Classic Growth Equity | 39.37 | 38.11 |
| Tanaka All Cap Undervalued Growth Equity | 38.60 | 37.14 |
| Taylor Investments Growth & Income | 37.44 | 36.25 |
| EAM All Cap Equity | 38.53 | 35.83 |
| Mazama Mid Cap Growth | 36.49 | 35.58 |
| Confluence Value Opportunities | 36.33 | 34.80 |
| Nicholas Inv - US Growth Equity | 35.21 | 34.10 |
| Mid-Cap Growth | 5 year gross return | 5 year net return |
|---|---|---|
| 12th Street Asset Opportunity | 27.78 | 26.57 |
| Taylor Investments Growth & Income | 26.65 | 25.52 |
| MDT Mid Cap Growth | 26.54 | 25.31 |
| Investment Management of Virginia Opport | 25.91 | 25.27 |
| Pinnacle Concentrated SMID | 26.49 | 25.25 |
| Kirr Marbach & Company All Cap Equity | 26.02 | 24.87 |
| Jackson Square - Smid-Cap Growth-Focus | 25.68 | 24.77 |
| EAM All Cap Equity | 26.69 | 24.24 |
| DF Dent Mid Cap Growth | 24.84 | 24.12 |
| Quantum Mid Cap Growth | 25.46 | 23.99 |
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Mazama Emerging Small Cap Growth | 46.89 | 45.48 |
| Redwood Small Cap Growth ESG - SRI | 42.09 | 40.95 |
| Mazama Small-Mid Cap Growth | 41.84 | 40.75 |
| Redwood Small Cap Growth Equity | 41.53 | 40.28 |
| Tanaka Sm-Cap | 38.42 | 37.11 |
| Hodges Multi Cap Core | 38.33 | 36.45 |
| Renaissance Small Cap Growth | 36.25 | 35.22 |
| Mazama Sm-Cap Growth | 34.94 | 33.81 |
| Bennett Lawrence Small Cap Strategy | 34.75 | 33.49 |
| Oberweis Micro-Cap Growth | 34.42 | 33.47 |
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| 12th Street Small Cap Value | 33.86 | 32.57 |
| Hodges Small Cap Core | 31.87 | 30.05 |
| Allianz US Ultra Micro Cap | 31.14 | 29.67 |
| Granahan Inv Mgt - Sm Cap Focused Grth | 29.72 | 28.66 |
| Granahan Inv Mgt Small Cap Discoveries | 28.38 | 27.92 |
| Kopp AccruHealth | 28.92 | 27.68 |
| First Light Health Care Composite | 28.76 | 27.47 |
| Kennedy Small Cap Fundamental Growth | 27.69 | 26.52 |
| Rice Hall James Small Cap Opportunities | 27.49 | 26.49 |
| Bares Capital Mgt Micro-Cap Eq | 27.84 | 26.27 |
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Snow Capital Mgt Focused Value | 39.58 | 38.60 |
| PIMCO StocksPLUS Long Duration | 36.64 | 35.99 |
| Kennedy All Cap Value | 34.10 | 33.20 |
| ASB Large Cap Value Equity | 33.22 | 32.45 |
| Nuance Concentrated Value | 32.69 | 31.89 |
| Snow Capital Mgt Large Cap Value | 32.58 | 31.65 |
| HIS Dividend Plus | 32.81 | 31.21 |
| Lesa Sroufe Fully Invested Value Equity | 31.69 | 31.17 |
| O'Shaughnessy Market Leaders Value | 31.28 | 30.65 |
| S&P Intrinsic Value | 30.95 | 30.63 |
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO StocksPLUS Long Duration | 30.25 | 29.61 |
| S&P Intrinsic Value | 27.67 | 27.36 |
| S&P 4 | 24.66 | 24.35 |
| S&P Dividend Income & Growth | 24.50 | 24.20 |
| O'Shaughnessy Market Leaders Value | 25.32 | 23.92 |
| JPMCB U.S. All Cap Value Inv | 0.00 | 22.94 |
| Nuance Concentrated Value | 23.42 | 22.75 |
| Snow Capital Mgt Focused Value | 23.60 | 22.72 |
| RIM High Income Dividend Yield Portfolio | 22.69 | 22.69 |
| Vulcan Value Partners Large Cap Value | 23.22 | 22.28 |
| Mid-Cap Value | 1 year gross return | 1 year net return |
|---|---|---|
| Donald Smith & Co. Lg-Cap Cncntrd Val Eq | 46.85 | 46.07 |
| AT Financial Advisors Corp Mid Cap Core | 38.61 | 38.34 |
| Lyrical U.S. Value Equity - EQ | 41.98 | 37.67 |
| Donald Smith & Co. Md-Cap Val Eq | 37.82 | 37.48 |
| Sasco Capital, Contrarian | 37.16 | 36.68 |
| RBC GAM Concentrated Mid Cap Value | 37.78 | 36.57 |
| Smith Graham Mid-Cap Value | 36.11 | 35.10 |
| Cambiar SMID Value | 34.98 | 34.62 |
| Donald Smith & Co. All Eq Accounts Comp | 33.99 | 33.25 |
| Brandywine Div Mid Cap Dedicated Val | 33.92 | 32.95 |
| Mid-Cap Value | 5 year gross return | 5 year net return |
|---|---|---|
| Brandes U.S. Mid-Cap Value Equity | 28.94 | 27.79 |
| Hotchkis & Wiley Md-Cap Val | 28.60 | 27.74 |
| Hotchkis & Wiley Value Opp Strgy | 28.15 | 27.22 |
| Lyrical U.S. Value Equity - EQ | 29.61 | 26.94 |
| Pzena Mid-Cap Value | 26.07 | 25.15 |
| Donald Smith & Co. Lg-Cap Cncntrd Val Eq | 25.74 | 24.98 |
| LSV Asset Mgt Md-Cap Val Eq | 25.52 | 24.78 |
| Invesco Mid Cap Value | 24.73 | 23.82 |
| NV Mid | 23.98 | 23.55 |
| Seizert Capital Partners Mid Cap | 24.57 | 23.42 |
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| DRS Value | 44.45 | 43.13 |
| ZPR Fundamental Small Cap Value | 38.08 | 36.74 |
| O'Shaughnessy Micro Cap | 36.94 | 35.62 |
| Heartland Sm-Cap Val Strat | 34.86 | 34.06 |
| Texas First Small Cap Opportunity | 34.81 | 32.87 |
| TS&W SMID Cap Value | 33.90 | 32.87 |
| Hotchkis & Wiley Sm-Cap Val | 33.61 | 32.75 |
| Heartland Small-Cap Value Plus Strategy | 33.14 | 32.30 |
| LSV Asset Mgt Small/Mid Cap Val Eq (US) | 32.83 | 31.90 |
| Kennedy SMID Cap Value | 32.29 | 31.43 |
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Hotchkis & Wiley Sm-Cap Val | 29.15 | 28.32 |
| O'Shaughnessy Micro Cap | 29.97 | 28.31 |
| Donald Smith & Co. Micro Cap Val Eq | 29.85 | 28.29 |
| Snow Capital Mgt Small Cap Value Eq | 27.88 | 26.65 |
| Analytic Small-Mid Cap Equity | 27.19 | 26.14 |
| Numeric Investors Small Cap Core | 27.19 | 26.07 |
| VAM Small Mid Cap Value | 25.90 | 25.86 |
| Numeric Investors Small Cap Value | 26.94 | 25.82 |
| LSV Asset Mgt Small/Mid Cap Val Eq (US) | 26.19 | 25.30 |
| Brandes U.S. Small Cap Value Equity | 26.40 | 25.14 |
| Bear Market | 1 year gross return | 1 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 Market | 5 year gross return | 5 year net return |
|---|---|---|
| Federated Alternative Bear Equity Comp | -15.23 | -16.50 |
| Leuthold AdvantHedge | -20.61 | -21.45 |
| 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 |
|---|---|---|
| Artisan Non-U.S. Growth SA | 23.70 | 22.61 |
| RevenueShares VTL Financial Index | 20.09 | 19.50 |
| Financial | 5 year gross return | 5 year net return |
|---|---|---|
| RevenueShares VTL Financial Index | 17.63 | 17.07 |
| Artisan Non-U.S. Growth SA | 16.39 | 15.32 |
| Health | 1 year gross return | 1 year net return |
|---|---|---|
| Financial Trust Health Value | 34.30 | 32.64 |
| Health | 5 year gross return | 5 year net return |
|---|---|---|
| Financial Trust Health Value | 23.73 | 22.19 |
| Natural Resources | 1 year gross return | 1 year net return |
|---|---|---|
| Sandhill Hard Asset | 32.68 | 31.35 |
| City of London Natural Resources | 30.39 | 28.82 |
| Wellington Global Natural Resources | 29.76 | 28.48 |
| Frost Natural Resource Composite | 28.80 | 27.68 |
| Investec Global Natural Res Composite | 26.91 | 25.83 |
| Newgate Global Resources | 26.01 | 24.98 |
| Newgate Global Resources SMA Retail | 26.01 | 24.98 |
| Boston Global Natural Resources Equity | 25.54 | 24.56 |
| Geneva Advisors Natural Resources Cmpst | 28.83 | 27.75 |
| Wellington Global Agriculture | 14.48 | 13.36 |
| Natural Resources | 5 year gross return | 5 year net return |
|---|---|---|
| Sandhill Hard Asset | 12.36 | 11.30 |
| Boston Global Natural Resources Equity | 10.98 | 10.12 |
| Wellington Global Agriculture | 10.55 | 9.46 |
| Investec Global Natural Res Composite | 8.96 | 8.05 |
| Wellington Global Natural Resources | 8.68 | 7.60 |
| Newgate Global Resources | 8.02 | 6.95 |
| Newgate Global Resources SMA Retail | 6.44 | 5.45 |
| SSgA Multisource Active Commodity Strat | 5.99 | 5.30 |
| Goldman Sachs Commodities Enh Idx | 3.84 | 3.47 |
| SSgA Dow Jones-UBS Commodity TR Index | 1.86 | 1.65 |
| Equity Precious Metals | 1 year gross return | 1 year net return |
|---|---|---|
| GAMCO Gold | 33.38 | 32.17 |
| WellsCap Precious Metals | 22.80 | 21.64 |
| AIS TAAP | 8.49 | 7.46 |
| Equity Precious Metals | 5 year gross return | 5 year net return |
|---|---|---|
| AIS TAAP | 8.07 | 7.03 |
| WellsCap Precious Metals | -1.23 | -2.16 |
| GAMCO Gold | 0.00 | 0.00 |
| Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| Cohen & Steers Realty Focus | 19.99 | 18.92 |
| Brookfield US Value Income REIT | 17.79 | 17.21 |
| Cornerstone U.S. REIT Total Return | 17.39 | 16.84 |
| EII US REIT Strategy | 17.28 | 16.41 |
| PGI Real Estate Equity Securities | 16.59 | 15.95 |
| Real Estate Mgt Svcs Real Est Val Port | 16.61 | 15.93 |
| Adelante Total Return Strategy | 16.36 | 15.89 |
| PGI Global REIT Income | 16.29 | 15.54 |
| CenterSquare REIT Separate Account | 16.10 | 15.54 |
| T. Rowe Price US Real Estate Equity | 16.12 | 15.48 |
| Real Estate | 5 year gross return | 5 year net return |
|---|---|---|
| Brookfield US Value Income REIT | 28.40 | 27.69 |
| Cohen & Steers Realty Focus | 28.58 | 27.44 |
| CenterSquare REIT Separate Account | 25.77 | 25.15 |
| JPMCB U.S. Real Estate Securities Inv | 0.00 | 25.05 |
| Real Estate Mgt Svcs Real Est Val Port | 25.37 | 24.71 |
| Pyramis U.S. Real Estate Invest Tr | 25.27 | 24.41 |
| Chilton Capital REIT | 25.28 | 24.31 |
| CBRE Clarion U.S. Real Estate | 24.92 | 24.12 |
| JPMorgan US Real Estate Securities | 24.88 | 24.07 |
| Goldman Sachs Real Estate Securities | 24.87 | 23.96 |
| Technology | 1 year gross return | 1 year net return |
|---|---|---|
| Zevenbergen Z/Tech | 58.66 | 57.23 |
| Allianz Global Technology Equity | 31.90 | 30.51 |
| MFS Technology Equity | 30.00 | 28.93 |
| Crabtree Multi-Cap Technology | 29.60 | 28.70 |
| Oak Associates Technology Portfolio | 28.58 | 27.95 |
| RS Technology Composite | 28.18 | 26.98 |
| Private Capital Management Value Focus | 17.02 | 15.27 |
| Technology | 5 year gross return | 5 year net return |
|---|---|---|
| Zevenbergen Z/Tech | 28.90 | 27.71 |
| Crabtree Multi-Cap Technology | 23.43 | 22.43 |
| Private Capital Management Value Focus | 22.50 | 21.03 |
| MFS Technology Equity | 21.41 | 20.43 |
| Allianz Global Technology Equity | 21.00 | 19.95 |
| Oak Associates Technology Portfolio | 20.36 | 19.59 |
| RS Technology Composite | 19.87 | 18.26 |
| Utilities | 1 year gross return | 1 year net return |
|---|---|---|
| Miller/Howard – Utilities Plus | 34.77 | 33.46 |
| Miller/Howard – Utilities Plus SMA | 35.43 | 32.16 |
| MFS Utilities Equity | 29.58 | 28.76 |
| Long Term Value (Utility/EnergyInfrastr) | 28.65 | 27.97 |
| Cohen & Steers Global Infra Composite | 29.30 | 27.89 |
| Miller/Howard Infrastructure | 28.63 | 27.38 |
| HIS Top 15 Utility | 22.46 | 21.26 |
| Levin Capital Strategies Utilities Yield | 19.65 | 18.47 |
| Utilities | 5 year gross return | 5 year net return |
|---|---|---|
| Miller/Howard – Utilities Plus | 21.11 | 19.92 |
| MFS Utilities Equity | 19.54 | 18.78 |
| Miller/Howard – Utilities Plus SMA | 21.65 | 18.22 |
| Long Term Value (Utility/EnergyInfrastr) | 17.64 | 17.04 |
| Miller/Howard Infrastructure | 17.58 | 16.42 |
| Cohen & Steers Global Infra Composite | 16.99 | 15.54 |
| 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 |
|---|---|---|
| Miller/Howard Drill Bit Burn Tipˆ® | 44.53 | 43.14 |
| Miller/Howard Drill Bit Burn Tipˆ® No K1s | 43.30 | 41.92 |
| Miller/Howard E&P Institutional Strategy | 41.92 | 40.55 |
| Mitchell Long Only Energy | 36.89 | 36.41 |
| Texan Capital Energy Equity Portfolio | 30.73 | 29.82 |
| Miller/Howard High-Yield Equity | 24.80 | 23.58 |
| Orleans Energy Opportunities | 24.22 | 23.01 |
| NBC Energy Infrastructure Portfolio | 21.71 | 21.11 |
| Equity Energy | 5 year gross return | 5 year net return |
|---|---|---|
| NBC Energy Infrastructure Portfolio | 24.98 | 24.37 |
| Miller/Howard High-Yield Equity | 22.19 | 21.00 |
| Mitchell Long Only Energy | 17.67 | 17.58 |
| Orleans Energy Opportunities | 16.42 | 15.27 |
| Texan Capital Energy Equity Portfolio | 15.93 | 15.09 |
| Miller/Howard Drill Bit Burn Tipˆ® | 0.00 | 0.00 |
| Miller/Howard Drill Bit Burn Tipˆ® No K1s | 0.00 | 0.00 |
| Miller/Howard E&P Institutional Strategy | 0.00 | 0.00 |
| Aggressive Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| HIS Core Opportunities | 41.53 | 39.82 |
| Foy SELECTOR Aggressive Growth | 33.67 | 31.93 |
| Preston Wealth Advisors Growth ETF | 31.95 | 30.07 |
| Tangent-Added Composite | 30.22 | 29.60 |
| Lunt High Beta Low Vol Rotation Port. | 28.65 | 26.81 |
| Foy SELECTOR Growth | 27.58 | 26.07 |
| Manning & Napier Equity-Oriented | 26.30 | 25.18 |
| Lyons Tactical Allocation Portfolio | 26.85 | 24.92 |
| ValueWorks Bal Comp | 25.68 | 24.00 |
| MIS Agg Growth--Taxable-Pershing | 25.86 | 23.98 |
| Aggressive Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Texas All Cap Growth | 20.12 | 19.70 |
| SIPCO Capital Appreciation Portfolio | 18.16 | 16.47 |
| Loring Ward Global Cptl Apprec DFA SRI | 16.61 | 16.32 |
| Wealthcare Growth | 17.17 | 16.11 |
| NGAM Advisors-Core MSA 5-100% Equity | 19.09 | 15.89 |
| MIS Agg Growth Strategy - Taxable-BNY | 17.61 | 15.87 |
| Efficient Market 20 Plus Years Moderate | 16.88 | 15.87 |
| HIS Core Opportunities | 17.29 | 15.86 |
| ValueWorks Bal Comp | 17.43 | 15.80 |
| Destinations Aggressive Equity (NQ) | 16.07 | 15.79 |
| Bank Loan | 1 year gross return | 1 year net return |
|---|---|---|
| Invesco Euro Bank Loans USD Composite | 14.92 | 14.30 |
| Loomis Sayles Sr Floating Rate and FI | 8.03 | 7.50 |
| 3i US Senior Loan Composite | 7.06 | 6.56 |
| Columbia Bank Loan Strategy | 6.50 | 5.89 |
| Newfleet Senior Floating Rate Composite | 6.38 | 5.75 |
| Shenkman Capital Mgt Bank Loan Composite | 6.05 | 5.53 |
| Babson U.S. Bank Loans | 6.04 | 5.51 |
| DDJ GBP-denominated Senior Loan Plus | 6.15 | 5.49 |
| Franklin Bank Loans Separate Acct Comp | 5.81 | 5.45 |
| Stone Harbor Leveraged Loans | 5.65 | 5.37 |
| Bank Loan | 5 year gross return | 5 year net return |
|---|---|---|
| Columbia Bank Loan Strategy | 9.70 | 9.10 |
| 3i US Senior Loan Composite | 10.02 | 8.88 |
| Voya Senior Loan | 9.30 | 8.70 |
| Babson U.S. Bank Loans | 8.68 | 8.13 |
| PGI Bank Loans | 8.54 | 8.05 |
| Newfleet Senior Floating Rate Composite | 8.50 | 7.85 |
| Franklin Bank Loans Separate Acct Comp | 7.99 | 7.62 |
| Stone Harbor Leveraged Loans | 7.87 | 7.52 |
| T. Rowe Price Floating Rate Bank Loan | 8.03 | 7.49 |
| Eaton Vance Mgt Senior Secured Floating | 7.92 | 7.40 |
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| DRS Value | 44.45 | 43.13 |
| ZPR Fundamental Small Cap Value | 38.08 | 36.74 |
| O'Shaughnessy Micro Cap | 36.94 | 35.62 |
| Heartland Sm-Cap Val Strat | 34.86 | 34.06 |
| Texas First Small Cap Opportunity | 34.81 | 32.87 |
| TS&W SMID Cap Value | 33.90 | 32.87 |
| Hotchkis & Wiley Sm-Cap Val | 33.61 | 32.75 |
| Heartland Small-Cap Value Plus Strategy | 33.14 | 32.30 |
| LSV Asset Mgt Small/Mid Cap Val Eq (US) | 32.83 | 31.90 |
| Kennedy SMID Cap Value | 32.29 | 31.43 |
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Hotchkis & Wiley Sm-Cap Val | 29.15 | 28.32 |
| O'Shaughnessy Micro Cap | 29.97 | 28.31 |
| Donald Smith & Co. Micro Cap Val Eq | 29.85 | 28.29 |
| Snow Capital Mgt Small Cap Value Eq | 27.88 | 26.65 |
| Analytic Small-Mid Cap Equity | 27.19 | 26.14 |
| Numeric Investors Small Cap Core | 27.19 | 26.07 |
| VAM Small Mid Cap Value | 25.90 | 25.86 |
| Numeric Investors Small Cap Value | 26.94 | 25.82 |
| LSV Asset Mgt Small/Mid Cap Val Eq (US) | 26.19 | 25.30 |
| Brandes U.S. Small Cap Value Equity | 26.40 | 25.14 |
| Mid-Cap Value | 1 year gross return | 1 year net return |
|---|---|---|
| Donald Smith & Co. Lg-Cap Cncntrd Val Eq | 46.85 | 46.07 |
| AT Financial Advisors Corp Mid Cap Core | 38.61 | 38.34 |
| Lyrical U.S. Value Equity - EQ | 41.98 | 37.67 |
| Donald Smith & Co. Md-Cap Val Eq | 37.82 | 37.48 |
| Sasco Capital, Contrarian | 37.16 | 36.68 |
| RBC GAM Concentrated Mid Cap Value | 37.78 | 36.57 |
| Smith Graham Mid-Cap Value | 36.11 | 35.10 |
| Cambiar SMID Value | 34.98 | 34.62 |
| Donald Smith & Co. All Eq Accounts Comp | 33.99 | 33.25 |
| Brandywine Div Mid Cap Dedicated Val | 33.92 | 32.95 |
| Mid-Cap Value | 5 year gross return | 5 year net return |
|---|---|---|
| Brandes U.S. Mid-Cap Value Equity | 28.94 | 27.79 |
| Hotchkis & Wiley Md-Cap Val | 28.60 | 27.74 |
| Hotchkis & Wiley Value Opp Strgy | 28.15 | 27.22 |
| Lyrical U.S. Value Equity - EQ | 29.61 | 26.94 |
| Pzena Mid-Cap Value | 26.07 | 25.15 |
| Donald Smith & Co. Lg-Cap Cncntrd Val Eq | 25.74 | 24.98 |
| LSV Asset Mgt Md-Cap Val Eq | 25.52 | 24.78 |
| Invesco Mid Cap Value | 24.73 | 23.82 |
| NV Mid | 23.98 | 23.55 |
| Seizert Capital Partners Mid Cap | 24.57 | 23.42 |
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Snow Capital Mgt Focused Value | 39.58 | 38.60 |
| PIMCO StocksPLUS Long Duration | 36.64 | 35.99 |
| Kennedy All Cap Value | 34.10 | 33.20 |
| ASB Large Cap Value Equity | 33.22 | 32.45 |
| Nuance Concentrated Value | 32.69 | 31.89 |
| Snow Capital Mgt Large Cap Value | 32.58 | 31.65 |
| HIS Dividend Plus | 32.81 | 31.21 |
| Lesa Sroufe Fully Invested Value Equity | 31.69 | 31.17 |
| O'Shaughnessy Market Leaders Value | 31.28 | 30.65 |
| S&P Intrinsic Value | 30.95 | 30.63 |
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO StocksPLUS Long Duration | 30.25 | 29.61 |
| S&P Intrinsic Value | 27.67 | 27.36 |
| S&P 4 | 24.66 | 24.35 |
| S&P Dividend Income & Growth | 24.50 | 24.20 |
| O'Shaughnessy Market Leaders Value | 25.32 | 23.92 |
| JPMCB U.S. All Cap Value Inv | 0.00 | 22.94 |
| Nuance Concentrated Value | 23.42 | 22.75 |
| Snow Capital Mgt Focused Value | 23.60 | 22.72 |
| RIM High Income Dividend Yield Portfolio | 22.69 | 22.69 |
| Vulcan Value Partners Large Cap Value | 23.22 | 22.28 |
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Mazama Emerging Small Cap Growth | 46.89 | 45.48 |
| Redwood Small Cap Growth ESG - SRI | 42.09 | 40.95 |
| Mazama Small-Mid Cap Growth | 41.84 | 40.75 |
| Redwood Small Cap Growth Equity | 41.53 | 40.28 |
| Tanaka Sm-Cap | 38.42 | 37.11 |
| Hodges Multi Cap Core | 38.33 | 36.45 |
| Renaissance Small Cap Growth | 36.25 | 35.22 |
| Mazama Sm-Cap Growth | 34.94 | 33.81 |
| Bennett Lawrence Small Cap Strategy | 34.75 | 33.49 |
| Oberweis Micro-Cap Growth | 34.42 | 33.47 |
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| 12th Street Small Cap Value | 33.86 | 32.57 |
| Hodges Small Cap Core | 31.87 | 30.05 |
| Allianz US Ultra Micro Cap | 31.14 | 29.67 |
| Granahan Inv Mgt - Sm Cap Focused Grth | 29.72 | 28.66 |
| Granahan Inv Mgt Small Cap Discoveries | 28.38 | 27.92 |
| Kopp AccruHealth | 28.92 | 27.68 |
| First Light Health Care Composite | 28.76 | 27.47 |
| Kennedy Small Cap Fundamental Growth | 27.69 | 26.52 |
| Rice Hall James Small Cap Opportunities | 27.49 | 26.49 |
| Bares Capital Mgt Micro-Cap Eq | 27.84 | 26.27 |
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Husic Concentrated Growth | 47.90 | 47.90 |
| Tanaka Mid-Cap Undervalued Growth Equity | 43.11 | 41.78 |
| Bennett Lawrence All Cap Growth | 42.94 | 41.61 |
| Husic Classic Growth Equity | 39.37 | 38.11 |
| Tanaka All Cap Undervalued Growth Equity | 38.60 | 37.14 |
| Taylor Investments Growth & Income | 37.44 | 36.25 |
| EAM All Cap Equity | 38.53 | 35.83 |
| Mazama Mid Cap Growth | 36.49 | 35.58 |
| Confluence Value Opportunities | 36.33 | 34.80 |
| Nicholas Inv - US Growth Equity | 35.21 | 34.10 |
| Mid-Cap Growth | 5 year gross return | 5 year net return |
|---|---|---|
| 12th Street Asset Opportunity | 27.78 | 26.57 |
| Taylor Investments Growth & Income | 26.65 | 25.52 |
| MDT Mid Cap Growth | 26.54 | 25.31 |
| Investment Management of Virginia Opport | 25.91 | 25.27 |
| Pinnacle Concentrated SMID | 26.49 | 25.25 |
| Kirr Marbach & Company All Cap Equity | 26.02 | 24.87 |
| Jackson Square - Smid-Cap Growth-Focus | 25.68 | 24.77 |
| EAM All Cap Equity | 26.69 | 24.24 |
| DF Dent Mid Cap Growth | 24.84 | 24.12 |
| Quantum Mid Cap Growth | 25.46 | 23.99 |
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Biondo Focus Strategy | 52.50 | 50.25 |
| Mazama Select Growth | 43.67 | 42.39 |
| HIS Best Ideas | 43.36 | 41.62 |
| MAM MO25M LCG | 42.47 | 41.09 |
| Eaton Vance Focused Equity Research | 40.82 | 39.73 |
| Cupps Capital Large Cap Growth | 40.51 | 39.69 |
| Mazama Large-Cap Growth | 39.32 | 38.55 |
| Merlin MO25V LCG | 39.77 | 38.42 |
| Morgan Stanley Focus Growth | 39.31 | 37.97 |
| Brown Capital Conc Domestic- All Cap Svc | 38.87 | 37.50 |
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Sands Select Growth Equity | 26.23 | 25.54 |
| ClearBridge Aggressive Growth | 25.81 | 24.89 |
| ClearBridge Multi Cap Growth ESG | 28.26 | 24.61 |
| ClearBridge Multi Cap Growth ESG SMA | 28.26 | 24.61 |
| ClearBridge Multi Cap Growth SMA | 27.46 | 23.82 |
| MCA Flexible Growth Portfolios | 24.40 | 23.38 |
| Camden Equity | 24.12 | 23.10 |
| Biondo Focus Strategy | 24.88 | 23.07 |
| Morgan Stanley Focus Growth | 24.17 | 22.95 |
| WellsCap Heritage All Cap Growth Equity | 23.60 | 22.61 |
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| HIS Upside Plus | 47.42 | 45.64 |
| Affinity Small Cap Equity | 42.17 | 41.34 |
| WellsCap Select Equity | 41.89 | 40.49 |
| Shapiro Capital Mgt Sm-Cap Val | 37.26 | 35.98 |
| Wellington Small Cap Opportunities | 35.20 | 34.00 |
| PGI U.S. Small-Cap Select Equity | 34.51 | 33.56 |
| Phocas Small Cap Value Equity | 33.62 | 32.50 |
| BMO Disciplined Small-Cap Core | 32.86 | 31.66 |
| ACI US Small Cap | 32.15 | 30.99 |
| BRC Small Cap Diversified Equity | 32.39 | 30.94 |
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Ironwood Inv Mgt Conc Small Cap Val | 30.82 | 29.41 |
| SouthernSun Small Cap | 29.74 | 28.63 |
| NorthPointe Capital Micro Cap Value | 28.45 | 27.98 |
| NewSouth Capital Mgt NSCM Sm Cap Val Eq | 27.66 | 26.74 |
| WellsCap Select Equity | 27.80 | 26.56 |
| Winslow Asset Mgt Small-Cap Core Equity | 27.23 | 26.47 |
| PIMCO StocksPLUS Small Cap Abs Return | 27.28 | 26.16 |
| Frontier Small Cap Value | 27.05 | 25.86 |
| Vulcan Value Partners Small Cap Stra | 26.34 | 25.13 |
| NWQ Small Cap Value Equity | 26.32 | 25.08 |
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Naylor & Company Core Composite | 48.07 | 45.06 |
| DGHM UltraValue | 41.02 | 38.16 |
| First Trust Val Line #1 Timeliness Portf | 40.24 | 37.49 |
| Shapiro Capital Mgt Enh Small Cap Value | 38.60 | 37.32 |
| Glenmede Mid Cap Equity | 37.18 | 35.86 |
| Leuthold Select Industries | 36.80 | 35.44 |
| Iridian Private Value/ Mid-Cap Equity | 35.70 | 34.55 |
| First Trust Val Line Strat Gr Portfolio | 36.07 | 33.56 |
| SouthernSun SMID Cap Composite | 34.23 | 33.46 |
| Janus Opportunistic Alpha | 33.86 | 33.08 |
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Naylor & Company Core Composite | 34.74 | 31.93 |
| NB Rachlin Income Plus (PAM) | 31.50 | 29.58 |
| SouthernSun SMID Cap Composite | 29.89 | 29.18 |
| NewSouth Capital Mgt NSCM SMIDCap Val Eq | 27.08 | 26.30 |
| Fairpointe Mid-Cap Core Equity | 26.34 | 25.25 |
| BRC Mid Cap Diversified Equity | 26.02 | 24.78 |
| Iridian Private Value/ Mid-Cap Equity | 25.40 | 24.76 |
| NewSouth Capital Mgt NSCM Mid-Cap Val Eq | 25.12 | 24.49 |
| WCM Inv Mgt Smid-Cap Value | 24.13 | 24.13 |
| QMA US Mid Cap Core Equity | 24.39 | 23.73 |
| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| M.D. Sass Svcs Relative Val Eq | 42.29 | 41.63 |
| PNC Cap Adv Lg Cap Adv Concentrated | 36.48 | 35.43 |
| Dana Catholic SRI Strategy | 35.24 | 34.57 |
| Tocqueville Multi Cap Eq (Tax-Exempt) | 34.98 | 34.14 |
| JPMorgan Quantitative Enhanced Equity | 26.13 | 34.13 |
| Suffolk Capital Mgt Core Eq | 33.97 | 32.93 |
| Dana Socially Responsible Equity | 33.36 | 32.63 |
| Dana All Cap Equity | 31.95 | 31.20 |
| Leuthold Select Equities | 32.38 | 31.09 |
| Marque Millennium Cap Mgt Lg Cap Val Eq | 31.98 | 31.05 |
| Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO Fundamental IndexPLUS Abs Return | 30.05 | 29.04 |
| PIMCO StocksPLUS Absolute Return | 25.76 | 24.89 |
| TCW MetWest AlphaTrak | 23.76 | 23.53 |
| Oak Associates All Cap Core Growth | 23.70 | 22.82 |
| Smead Capital Appreciation | 23.38 | 22.53 |
| RhumbLine S&P 500 Equal Weighted Index | 22.38 | 22.38 |
| The London Co. Concentrated Large Cap | 23.01 | 22.27 |
| Dana Catholic SRI Strategy | 22.26 | 21.66 |
| PIMCO StocksPlus | 22.62 | 21.63 |
| Todd Asset Mgmt Intrinsic Val Opport | 22.45 | 21.59 |
| Long/Short Equity | 1 year gross return | 1 year net return |
|---|---|---|
| Husic Classic Hedge | 38.99 | 36.07 |
| QMA US Core Equity Extended | 29.66 | 28.82 |
| Acadian ACW ex-U.S. 130/30 Equity | 30.77 | 28.62 |
| F-Squared Dynamic AlphaSector Index | 29.17 | 28.16 |
| Kalo Capital Em Gr with Reduced Volatil | 31.80 | 27.99 |
| TAMP US Tactical ETF L/S - PULSE | 28.77 | 27.21 |
| Goodwood Mid Cap Long/Short | 25.35 | 26.12 |
| TAMP US Tactical ETF L/S – PULSE UMA | 26.62 | 26.02 |
| W.E. Donoghue Long-Short Index | 25.75 | 24.29 |
| Bluestone Elite | 22.76 | 22.18 |
| Long/Short Equity | 5 year gross return | 5 year net return |
|---|---|---|
| Bluestone Elite | 21.78 | 21.17 |
| Westport Absolute Total Return Strategy | 22.92 | 20.88 |
| TAMP US Tactical ETF L/S – PULSE UMA | 21.17 | 20.22 |
| QMA US Core Equity Extended | 20.96 | 20.17 |
| Connors Hedged Equities | 16.28 | 15.15 |
| Acadian ACW ex-U.S. 130/30 Equity | 15.84 | 14.33 |
| Epoch Global Absolute Return | 14.29 | 12.85 |
| Gateway Equity Premium Income | 12.78 | 11.97 |
| Robinson Market Opportunity | 12.61 | 11.71 |
| M.D. Sass Equity Income Plus | 12.72 | 11.57 |
| Leveraged Net Long | 1 year gross return | 1 year net return |
|---|---|---|
| Numeric Investors Amplified Core 130/30 | 37.57 | 36.24 |
| Hillsdale US 130 30 Composite | 32.36 | 31.40 |
| Lazard LQE - Global 130/30 | 32.13 | 31.01 |
| SIPCO Global Macro Portfolio | 32.59 | 30.85 |
| Martingale 130/30 LargeCap Growth | 31.20 | 30.24 |
| Glenmede Large Cap 130/30 | 30.54 | 29.59 |
| MFSˆ® Blended Rsrch - US Cor Eq Extension | 29.80 | 28.71 |
| JPMCB U.S. Active Core Plus Equity Inv | 0.00 | 28.53 |
| JPMCB U.S. Research Plus Fund Inv | 0.00 | 27.68 |
| JPMorgan Large Cap Core 130/30 | 28.54 | 27.53 |
| Leveraged Net Long | 5 year gross return | 5 year net return |
|---|---|---|
| ValueWorks Long-Biased Strategy | 33.93 | 27.12 |
| AQR Capital Small Cap Relaxed Constraint | 23.48 | 21.69 |
| Numeric Investors Amplified Core 130/30 | 22.36 | 21.17 |
| AQR Capital US Relaxed Constraint 40 | 22.15 | 21.15 |
| Hillsdale US 130 30 Composite | 21.59 | 20.65 |
| JPMCB U.S. Active Core Plus Equity Inv | 0.00 | 20.17 |
| MFSˆ® Blended Rsrch - US Cor Eq Extension | 21.09 | 20.07 |
| AJO Large Cap - Absolute Value 130/30 | 20.34 | 19.91 |
| Boston Partners 130/30 Large Cap Value | 20.16 | 19.80 |
| JPMCB U.S. Research Plus Fund Inv | 0.00 | 19.78 |
| Market Neutral | 1 year gross return | 1 year net return |
|---|---|---|
| Copeland Risk Managed Dividend Growth | 27.38 | 26.16 |
| Swan Defined Risk Strategy | 14.26 | 13.68 |
| Swan Defined Risk Strategy All Accounts | 13.69 | 13.11 |
| ArbitrOption Cptl Event-Driven Investing | 14.96 | 12.04 |
| Della Parola Tactical Income Strategy | 8.21 | 7.13 |
| Partnervest Adv Svcs STAR III - Alpha | 8.38 | 6.57 |
| DCM Structured US Market Neutral | 6.26 | 4.95 |
| Martingale Equity Market Neutral | 5.96 | 4.91 |
| American Century US Discp Eq Mkt Neutral | 5.68 | 4.10 |
| PanAgora Dynamic Global Market Neutral | 2.93 | 3.83 |
| Market Neutral | 5 year gross return | 5 year net return |
|---|---|---|
| Swan Defined Risk Strategy | 10.05 | 9.11 |
| Swan Defined Risk Strategy All Accounts | 9.85 | 8.80 |
| SSI Convertible Income | 7.29 | 6.21 |
| Numeric Investors US Market Neutral | 6.54 | 5.48 |
| Partnervest Adv Svcs STAR III - Alpha | 5.80 | 4.70 |
| GAM Absolute Return Bond Strategy | 4.56 | 3.59 |
| PanAgora Dynamic Global Market Neutral | 3.79 | 3.09 |
| American Century US Discp Eq Mkt Neutral | 3.78 | 2.13 |
| Invesco US Market Neutral | 2.35 | 1.59 |
| Martingale Equity Market Neutral | 1.98 | 0.96 |
| World Stock | 1 year gross return | 1 year net return |
|---|---|---|
| 4Thought Global Thematic Accumulation | 53.24 | 51.34 |
| Morgan Stanley Global Opportunity | 44.39 | 42.30 |
| DLS Global Equity | 43.28 | 41.89 |
| Lazard Global Small Cap Equity | 39.77 | 38.89 |
| Thornburg Global Equity Fund | 0.00 | 37.37 |
| Long Term Global Growth | 38.30 | 37.30 |
| Thornburg Global Opportunities Strategy | 37.20 | 36.16 |
| Westport Multi-Cap Equity Focused | 36.55 | 35.18 |
| Lazard Global Equity Income | 35.56 | 35.05 |
| Mittleman Global Value | 35.95 | 34.26 |
| World Stock | 5 year gross return | 5 year net return |
|---|---|---|
| Mittleman Global Value | 49.54 | 47.42 |
| ZPR Global Equity | 29.48 | 27.42 |
| Brookfield Glbl Infrastructure Sec Strat | 26.89 | 25.98 |
| Brandes Global Small Cap Eq | 25.84 | 24.70 |
| Lazard Global Small Cap Equity | 24.26 | 23.33 |
| PGI Global Value & Income Equity | 23.29 | 22.59 |
| Sands Global Growth Eqty | 22.78 | 21.78 |
| Brookfield Glbl Infras Sec Strat ex-MLP | 22.35 | 21.69 |
| Harris Assoc. Global Concentrated Comp | 22.24 | 21.20 |
| Morgan Stanley Global Opportunity | 22.75 | 21.03 |
| Foreign Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| WisdomTree DEFA Index | 48.36 | 48.36 |
| Lombardia International Equity | 39.28 | 38.68 |
| Lazard Intl Equity ex-Emerging Markets | 37.14 | 36.87 |
| Lazard International Equity Plus | 36.03 | 35.76 |
| Lazard International Equity Select ADR | 35.07 | 34.20 |
| Wellington Global Perspectives | 33.84 | 32.65 |
| ARGA International Strategy | 32.73 | 31.34 |
| Oechsle Select International Equity | 31.27 | 29.99 |
| WisdomTree DEFA Equity Income | 29.86 | 29.86 |
| Polaris Capital Mgt Polaris Intl Eq | 30.45 | 29.58 |
| Foreign Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington Global Perspectives | 23.74 | 22.65 |
| Polaris Capital Mgt Polaris Intl Eq | 20.02 | 19.23 |
| Lombardia International Equity | 18.30 | 17.56 |
| Lazard Intl Equity ex-Emerging Markets | 17.55 | 17.14 |
| Lazard International Equity Plus | 17.31 | 17.06 |
| WisdomTree DEFA Index | 16.15 | 16.15 |
| TS&W International Equity | 16.65 | 16.02 |
| Causeway Capital Mgt Intl Val Eq | 16.07 | 15.40 |
| Lazard International Equity Select ADR | 16.14 | 15.39 |
| Newton Capital Mgt Global Higher Income | 16.08 | 15.33 |
| Foreign Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Dorsey Wright Sys Reltv Strength Intl | 63.13 | 60.69 |
| Financial Trust Asia ValueMomentum | 60.09 | 58.11 |
| Financial Trust Intl ValueMomentum | 43.69 | 41.92 |
| Lazard Global Discounted Assets | 34.70 | 33.91 |
| Lazard International Discounted Assets | 34.42 | 33.83 |
| Lazard Intl Equity Plus (ACW ex-U.S.) | 33.14 | 32.88 |
| Renaissance International | 31.66 | 30.87 |
| Research Affiliates Equity International | 31.02 | 30.74 |
| GMO Intnl Dvlpd Eqt Allctn Strtgy | 30.95 | 30.10 |
| Davis International Product | 30.76 | 30.04 |
| Foreign Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Dorsey Wright Sys Reltv Strength Intl | 21.54 | 19.56 |
| Lazard Global Discounted Assets | 19.10 | 18.46 |
| Federated EAFE Equity Composite | 18.58 | 17.69 |
| Harris Assoc. International | 18.43 | 17.59 |
| PIMCO Int'l StocksPLUS Absolute Return | 18.00 | 17.25 |
| BMO Disciplined International Equity | 17.56 | 16.62 |
| Financial Trust Intl ValueMomentum | 17.97 | 16.49 |
| Lazard Intl Equity Plus (ACW ex-U.S.) | 16.65 | 16.43 |
| Lazard International Discounted Assets | 16.87 | 16.32 |
| Lazard International Strategic Equity | 16.87 | 16.15 |
| Foreign Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| DSM Global Focus Equity | 32.86 | 31.61 |
| Davis Global | 32.08 | 31.42 |
| Nuveen Global Growth ORD Compost | 31.46 | 30.42 |
| Marietta International Equity Program | 30.36 | 29.37 |
| Symmetric Prism Grid | 29.56 | 28.07 |
| WHV Global Equity | 28.88 | 27.80 |
| DSM Global Growth Equity | 28.90 | 27.66 |
| EAFE Plus Alpha Equities | 28.18 | 27.43 |
| American Century Non-US Concntr Growth | 27.04 | 27.04 |
| WHV International Equity | 27.82 | 26.68 |
| Foreign Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| DSM Global Focus Equity | 22.40 | 21.25 |
| Nuveen Global Growth ORD Compost | 18.78 | 17.83 |
| Fayez Sarofim & Co. Global Equity | 17.41 | 17.16 |
| WCM Inv Mgt Focused Growth Intl | 17.29 | 16.53 |
| Martin Inv Mgt Tortue Capital | 17.60 | 16.45 |
| Davis Global | 16.84 | 16.23 |
| OFI Global International Growth | 16.69 | 15.86 |
| American Century Non-US Concntr Growth | 15.60 | 15.60 |
| Turner Inv International Growth Equity | 16.66 | 15.45 |
| William Blair International Leaders | 16.13 | 15.14 |
| Foreign Small/Mid Value | 1 year gross return | 1 year net return |
|---|---|---|
| GlobeFlex International Small Cap | 37.78 | 36.67 |
| Philadelphia Intl LP Small Cap Intl Eq | 36.27 | 35.71 |
| ClearBridge International Small Cap | 36.45 | 35.14 |
| Brandes International Small Cap Eq | 35.00 | 33.86 |
| Wellington Intl Contrarian Value | 34.09 | 33.00 |
| QMA International Small Cap Equity | 33.33 | 32.24 |
| Acadian International Small Cap | 32.88 | 31.92 |
| Golden Capital International Small Cap | 32.86 | 31.69 |
| Lee Munder Capital Group Int'l Sm Cap Eq | 32.40 | 31.17 |
| LSV Asset Mgt Intl Sm-Cap Val Eq | 31.52 | 30.29 |
| Foreign Small/Mid Value | 5 year gross return | 5 year net return |
|---|---|---|
| Brandes International Small Cap Eq | 22.61 | 21.56 |
| Philadelphia Intl LP Small Cap Intl Eq | 20.16 | 19.67 |
| Denver Inv Concentrated Intl Small-Cap | 20.86 | 19.47 |
| Denver Inv International Small-Cap | 20.38 | 18.94 |
| RBC GAM International Equity SA | 19.53 | 18.43 |
| GlobeFlex International Micro Cap Cmpst | 19.42 | 18.38 |
| Templeton Intl Sm Cap Eq | 19.12 | 18.35 |
| LSV Asset Mgt Intl Sm-Cap Val Eq | 19.09 | 17.96 |
| Acadian International Small Cap | 18.84 | 17.95 |
| The Boston International Small Cap Eq | 19.00 | 17.90 |
| Foreign Small/Mid Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Pinnacle International Small Cap Equity | 38.46 | 36.78 |
| Oberweis Intl Opportunities | 37.45 | 36.35 |
| OFI Global International Small Cap | 36.64 | 35.53 |
| TCW International Small Cap | 36.17 | 34.81 |
| Navellier International Select | 31.12 | 28.70 |
| Nuveen International Gr ORD Comp | 29.33 | 28.26 |
| American Century Non-U.S. Small-Mid Cap | 29.74 | 28.05 |
| Lazard International Small Cap | 29.23 | 27.79 |
| Baring International Small Cap Equity | 27.90 | 26.81 |
| Batterymarch ACWI ex-US Small Cap Equity | 27.85 | 26.60 |
| Foreign Small/Mid Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Oberweis Intl Opportunities | 28.22 | 27.02 |
| OFI Global International Small Cap | 22.90 | 21.89 |
| Navellier International Select | 23.01 | 21.32 |
| Wasatch International Small Cap Growth | 21.87 | 20.46 |
| American Century Non-U.S. Small Cap | 20.23 | 19.12 |
| Batterymarch ACWI ex-US Small Cap Equity | 19.37 | 18.20 |
| Pinnacle International Small Cap Equity | 19.44 | 17.96 |
| Driehaus International Small Cap Gr | 19.35 | 17.83 |
| Baring International Small Cap Equity | 18.70 | 17.69 |
| MFSˆ® International Small Cap Equity | 18.57 | 17.44 |
| Latin America Stock | 1 year gross return | 1 year net return |
|---|---|---|
| Financial Trust Latin Value Momentum | 27.13 | 25.57 |
| Mirae Brazil Sector Leader Equity | 8.63 | 7.55 |
| Morgan Stanley Latin America Equity | 7.05 | 6.71 |
| T. Rowe Price Latin America Equity | 7.21 | 6.28 |
| Appleton Group Americas | -3.42 | -3.42 |
| Latin America Stock | 5 year gross return | 5 year net return |
|---|---|---|
| Financial Trust Latin Value Momentum | 16.39 | 14.95 |
| Morgan Stanley Latin America Equity | 8.03 | 7.67 |
| T. Rowe Price Latin America Equity | 6.23 | 5.33 |
| Mirae Brazil Sector Leader Equity | 0.96 | -0.05 |
| Appleton Group Americas | 0.00 | 0.00 |
| Europe Stock | 1 year gross return | 1 year net return |
|---|---|---|
| Brandes European Equity | 38.81 | 37.72 |
| Acadian European Equity | 36.07 | 35.09 |
| T. Rowe Price Europe Smaller Comp Equity | 35.62 | 34.62 |
| T. Rowe Price Europe ex-UK Equity | 35.17 | 34.51 |
| Numeric Investors Europe Core | 35.43 | 34.44 |
| Pictet Small Cap European Core Comp | 32.76 | 31.86 |
| SSgA Europe Alpha Strategy | 32.63 | 31.67 |
| T. Rowe Price Europe Equity | 30.68 | 30.03 |
| Oechsle Diversified Europe Equity | 30.99 | 29.84 |
| BNP Paribas Europe Mid Cap | 30.73 | 29.83 |
| Europe Stock | 5 year gross return | 5 year net return |
|---|---|---|
| T. Rowe Price Europe Smaller Comp Equity | 21.22 | 20.32 |
| Pictet Small Cap European Core Comp | 19.81 | 18.99 |
| UK Equity Alpha | 19.72 | 18.94 |
| Europe ex-UK Equities | 18.71 | 17.93 |
| Burgundy European Equity Composite | 18.74 | 17.56 |
| T. Rowe Price Europe ex-UK Equity | 17.25 | 16.65 |
| Numeric Investors Europe Core | 17.50 | 16.63 |
| T. Rowe Price Europe Equity | 17.09 | 16.48 |
| Putnam European Core Equity | 16.77 | 15.82 |
| Acadian European Equity | 16.50 | 15.64 |
| Japan Stock | 1 year gross return | 1 year net return |
|---|---|---|
| Burgundy Asian (All Cap) Composite | 19.60 | 18.41 |
| NT MSCI AC Asia ex Japan-ND | 16.50 | 16.32 |
| Japanese All Cap | 16.31 | 15.57 |
| Tradewinds Japan Equity | 16.13 | 15.21 |
| Brandes Japan Equity | 16.09 | 15.15 |
| Burgundy Focus Asian Composite | 15.62 | 14.73 |
| Acadian Japanese Equity | 15.29 | 14.45 |
| Baillie Gifford Japan Growth | 14.34 | 13.54 |
| MFSˆ® Japan Equity | 13.04 | 12.27 |
| T. Rowe Price Japan Equity | 12.06 | 11.40 |
| Japan Stock | 5 year gross return | 5 year net return |
|---|---|---|
| Japanese All Cap | 13.49 | 12.75 |
| Burgundy Asian (All Cap) Composite | 13.85 | 12.44 |
| Burgundy Focus Asian Composite | 13.10 | 12.19 |
| T. Rowe Price Japan Equity | 11.46 | 10.80 |
| Acadian Japanese Equity | 11.07 | 10.25 |
| MFSˆ® Japan Equity | 9.37 | 8.61 |
| PGI Japanese Equity | 9.18 | 8.53 |
| Lazard Japanese Equity | 7.90 | 7.44 |
| Brandes Japan Equity | 8.22 | 7.35 |
| Tradewinds Japan Equity | 7.24 | 6.39 |
| Pacific/Asia ex-Japan Stk | 1 year gross return | 1 year net return |
|---|---|---|
| Brandes Asia Pacific ex-Japan Equity | 35.26 | 33.84 |
| Baillie Gifford Asia ex Japan Equities | 27.19 | 26.37 |
| Mirae Korea Growth Equity | 25.74 | 24.51 |
| Mirae Asia Pacific Sector Leader Equity | 25.14 | 23.91 |
| Mirae Asia Pacific Growth Equity | 24.10 | 22.89 |
| Investec 4Factor Asia Pacific ex Jap Eq | 22.42 | 21.62 |
| Havenport (Asia Ex Japan)- Composite | 21.05 | 20.15 |
| MFSˆ® Asia Pacific ex Japan | 20.71 | 19.84 |
| MFSˆ® Asia ex Japan Equity | 18.52 | 17.65 |
| Putnam Asia Pacific ex-Japan | 18.69 | 17.50 |
| Pacific/Asia ex-Japan Stk | 5 year gross return | 5 year net return |
|---|---|---|
| Brandes Asia Pacific ex-Japan Equity | 23.67 | 22.32 |
| Mirae Asia Pacific Consumer Sector Eq | 18.96 | 17.79 |
| Baillie Gifford Asia ex Japan Equities | 17.86 | 17.10 |
| Investec 4Factor Asia Pacific ex Jap Eq | 15.81 | 15.05 |
| Horizon Asia Institutional | 16.13 | 14.96 |
| T. Rowe Price Asia ex-Japan Equity | 14.14 | 13.18 |
| Havenport (Asia Pacific Ex Japan) Comp | 13.81 | 12.97 |
| MFSˆ® Asia Pacific ex Japan | 13.45 | 12.56 |
| PGI Asia ex-Japan Equity | 12.86 | 12.41 |
| MFSˆ® Asia ex Japan Equity | 12.98 | 12.08 |
| Diversified Pacific/Asia | 1 year gross return | 1 year net return |
|---|---|---|
| Developed Asia inc Japan Equities | 15.69 | 15.00 |
| ZPR All Asian | 16.47 | 14.94 |
| WellsCap Asia Pacific Equity | 14.95 | 14.04 |
| Natixis / AIA Mgd ETF - China | 14.78 | 13.62 |
| GAM Asia-Pacific Equity | 13.79 | 13.27 |
| Sit Inv Pac Basin | 13.89 | 12.88 |
| Templeton Asia Pacific Eq | 11.19 | 10.60 |
| Accuvest Asian Advantage | 10.45 | 10.27 |
| Oberweis Asia Opport | 10.15 | 8.91 |
| Appleton Group Asia | -2.57 | -2.57 |
| Diversified Pacific/Asia | 5 year gross return | 5 year net return |
|---|---|---|
| ZPR All Asian | 37.60 | 35.55 |
| Templeton Asia Pacific Eq | 15.46 | 14.96 |
| WellsCap Asia Pacific Equity | 13.07 | 12.17 |
| Developed Asia inc Japan Equities | 11.35 | 10.69 |
| Oberweis Asia Opport | 11.69 | 10.45 |
| Sit Inv Pac Basin | 10.21 | 9.23 |
| GAM Asia-Pacific Equity | 9.15 | 8.42 |
| Natixis / AIA Mgd ETF - China | 8.06 | 6.85 |
| 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 |
|---|---|---|
| GlobeFlex Frontier All Cap Equity Cmpst | 36.21 | 34.22 |
| HSBC Emging Mkts Eq - New Frontiers | 30.07 | 28.49 |
| Morgan Stanley Frontier Emerging Markets | 29.77 | 27.57 |
| Numeric Investors Emerging Markets Alpha | 28.25 | 26.88 |
| Lazard Developing Markets Equity | 26.91 | 26.33 |
| Brandes Emerging Markets Equity | 26.39 | 25.33 |
| Sands Capital Emerging Markets Growth | 25.84 | 24.51 |
| Brandes Emerging Markets Opportunities | 25.92 | 24.47 |
| Newgate Emerging Markets | 25.17 | 24.17 |
| Newgate Emerging Markets Select | 25.17 | 24.17 |
| Diversified Emerging Mkts | 5 year gross return | 5 year net return |
|---|---|---|
| Wasatch Emerging Markets SmllCap SA | 19.40 | 17.71 |
| SSGA Active Emerging Markets Sm Cp Strat | 18.81 | 17.58 |
| Victory Emerging Markets Small Cap Comp | 18.20 | 16.96 |
| JP Morgan GEM Discovery | 16.76 | 16.75 |
| Lazard Emerging Markets Core Equity | 16.92 | 15.90 |
| Driehaus Emerging Mkt Small Cap Gr | 16.80 | 15.60 |
| HSBC Emging Mkts Eq - New Frontiers | 17.01 | 15.57 |
| Vontobel Asset Mgt Emg Mkts Eq | 15.67 | 14.36 |
| OFI Global Emerging Markets Equity | 15.26 | 14.30 |
| Lazard Emerging Markets Eq Select ADR | 15.13 | 14.27 |
| Global Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| Cohen & Steers European Real Estate Secs | 35.53 | 34.25 |
| Morgan Stanley Glbl Infrastructure Sec | 30.16 | 28.67 |
| Third Avenue Real Estate Value Equity | 22.58 | 21.23 |
| Duff & Phelps Intl Real Estate Secs | 21.64 | 20.60 |
| Brookfield Global Real Estate Secrt (L) | 20.90 | 20.21 |
| Brookfield Glbl Rl Estt Secs Alpha Strat | 20.92 | 20.12 |
| Duff&Phelps Glbl Real Estate Securities | 18.03 | 17.10 |
| Heitman Global Diversified Strategy | 17.30 | 16.63 |
| Cornerstone Global RE Securities | 16.31 | 16.00 |
| LaSalle Global Real Estate Securities | 16.22 | 15.42 |
| Global Real Estate | 5 year gross return | 5 year net return |
|---|---|---|
| Brookfield Global Real Estate Secrt (L) | 23.29 | 22.55 |
| Brookfield Glbl Rl Estt Secs Alpha Strat | 22.04 | 21.07 |
| Duff&Phelps Glbl Real Estate Securities | 22.06 | 21.07 |
| Heitman Global Focused Strategy | 21.30 | 20.71 |
| Heitman Global Diversified Strategy | 21.16 | 20.45 |
| LaSalle Global Real Estate Securities | 19.65 | 18.80 |
| Adelante Global Strategy | 19.72 | 18.79 |
| Forum Securities Global Income | 19.28 | 18.34 |
| PGI Global Real Estate Securities | 18.86 | 18.10 |
| Presima Concentrated Composite | 17.79 | 17.74 |
| World Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Lazard Glbl Listed Infrastruct USD Hedge | 29.72 | 28.60 |
| PGI Global High Yield | 15.97 | 15.10 |
| Newfleet Global Multi-Sector Income | 16.05 | 14.50 |
| Prudential Global Aggregate Plus | 13.89 | 13.50 |
| GMO International Bond Strategy | 13.33 | 12.88 |
| Morgan Stanley Glb Fxd Inc Opportunities | 13.74 | 12.12 |
| PGI Global Credit Opportunities | 12.21 | 11.52 |
| Stone Harbor Glbl High Yield Comp 70/30 | 11.74 | 11.27 |
| Newgate Total Return Income | 11.73 | 11.14 |
| Putnam Core Global Fixed Income | 11.57 | 10.96 |
| World Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Lazard Glbl Listed Infrastruct USD Hedge | 19.80 | 18.81 |
| Newgate Total Return Income | 14.14 | 13.32 |
| Stone Harbor Glbl High Yield Comp 70/30 | 12.98 | 12.48 |
| Stone Harbor Global High Yield 50/50 | 12.37 | 11.92 |
| Templeton Global Multisector Plus Comp | 12.51 | 11.57 |
| JPMCB International Rates Fund Inv | 0.00 | 11.06 |
| PIMCO Diversified Income | 11.74 | 10.96 |
| Prudential Global Aggregate Plus | 10.44 | 10.03 |
| GMO International Bond Strategy | 10.28 | 9.92 |
| Brandywine Global Opportun Fxd Inc | 10.39 | 9.90 |
| High Yield Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Morgan Stanley Global High Yield | 18.03 | 16.01 |
| Franklin Gbl High Yld Institutional Comp | 16.37 | 15.83 |
| Brandywine Global Credit | 16.58 | 15.44 |
| Morgan Stanley U.S. High Yield | 16.08 | 15.15 |
| Federated Opportunistic High Yield Comp | 15.15 | 14.60 |
| Loomis Sayles High Yield Full Discretion | 14.89 | 14.47 |
| Babson High Yield | 14.56 | 13.93 |
| BlackRock High Yld | 14.28 | 13.71 |
| Wellington Global High Yield | 14.02 | 13.41 |
| Lord Abbett & Co. High Yld | 14.49 | 13.41 |
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Pyramis High Yield CMBS Composite | 19.22 | 18.34 |
| Manulife AM US High Yield Fixed Income | 18.81 | 18.23 |
| DCM High Yield | 17.91 | 17.33 |
| AAM Credit Opportunities | 18.04 | 16.92 |
| TCW Opportunistic MBS | 17.71 | 16.83 |
| Federated Opportunistic High Yield Comp | 16.72 | 16.14 |
| Loomis Sayles High Yield Full Discretion | 16.00 | 15.54 |
| Seix High Yield Unconstrained | 16.02 | 15.45 |
| BlackRock High Yld | 15.83 | 15.26 |
| AllianceBernstein US High Yield | 15.98 | 15.23 |
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| S&P Capital Appreciation Fund Moderate | 17.66 | 17.48 |
| Ross Sinclaire Intermediate Municipal Bd | 6.56 | 6.34 |
| Semper Active Mortgage-Backed Securities | 3.26 | 5.71 |
| Federated Govt Credit w MAPS MA | 6.26 | 5.06 |
| Seix Mortgage Backed Security | 5.42 | 5.00 |
| Astor Active Income Program | 6.20 | 4.49 |
| Federated Govt Credit no MAPS MA | 5.51 | 4.33 |
| RBC GAM Access Capital Community Invmt | 4.71 | 4.29 |
| Sage Core Government/Credit Fixed Income | 4.58 | 4.19 |
| PNC Cap Adv US Government Mortgage | 4.35 | 4.00 |
| Intermediate Government | 5 year gross return | 5 year net return |
|---|---|---|
| S&P Capital Appreciation Fund Moderate | 11.64 | 11.47 |
| Semper Active Mortgage-Backed Securities | 11.93 | 10.69 |
| Ross Sinclaire Intermediate Municipal Bd | 7.84 | 7.55 |
| Columbia US Government Mortgage | 7.76 | 7.38 |
| Sage Core Government/Credit Fixed Income | 5.46 | 5.08 |
| Federated Govt Credit w MAPS MA | 6.34 | 5.06 |
| Seix Core Bond Wrap SMA | 5.11 | 4.87 |
| Logan Circle STAMP Intmt Govt/Credit | 4.90 | 4.63 |
| CS McKee Broad Government Fixed | 5.04 | 4.52 |
| Seix Mortgage Backed Security | 4.85 | 4.44 |
| Intermediate-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Voya Investment Grade Credit | 11.64 | 11.31 |
| Spectrum Preferred Securities | 10.85 | 10.55 |
| GW&K Corporate Bond Opportunities Strat | 11.37 | 10.54 |
| Julex Capital Mngt Dynamic Income | 11.45 | 10.39 |
| ICON U.S. Income Portfolio | 10.25 | 9.47 |
| Morgan Stanley Investment Grade Corp | 9.72 | 9.23 |
| PGI Investment Grade Corporate | 9.47 | 9.22 |
| Loomis Sayles Core Plus | 9.37 | 9.11 |
| Granite Tactical Global Interm FI Strat | 9.61 | 9.02 |
| PGI Corporate Plus | 9.23 | 8.96 |
| Intermediate-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Spectrum Preferred Securities | 15.00 | 14.70 |
| Voya Investment Grade Credit | 11.28 | 10.87 |
| GW&K Corporate Bond Opportunities Strat | 11.42 | 10.59 |
| Manulife AM US Core Plus Fixed Income | 10.76 | 10.43 |
| PGI Corporate Plus | 10.34 | 10.07 |
| PGI Investment Grade Corporate | 10.17 | 9.94 |
| PIMCO Investmt Grade Corporate | 10.25 | 9.75 |
| SFS Power Yield | 10.12 | 9.45 |
| Loomis Sayles Core Plus | 9.41 | 9.16 |
| AllianceBernstein US Invest Grade Corps | 9.39 | 8.96 |
| Short Government | 1 year gross return | 1 year net return |
|---|---|---|
| TCW Securitized Opportunities | 9.25 | 8.15 |
| Garcia Fix-Inc Government/Credit | 6.69 | 6.49 |
| BlackRock Mortgage | 5.40 | 5.14 |
| PIMCO Mortgage Constrained | 4.43 | 4.28 |
| Putnam Mortgage-Only | 4.47 | 4.22 |
| Pacific Income Aggregate Intermediate | 4.53 | 4.17 |
| JPMorgan MBS Bond (Columbus) | 4.01 | 3.75 |
| Garcia F/I Short Duration Opportunistic | 3.13 | 3.03 |
| Capital Group PCS Core Bond Composite | 3.13 | 2.61 |
| M.D. Sass Svcs 3-Year FI | 2.91 | 2.54 |
| Short Government | 5 year gross return | 5 year net return |
|---|---|---|
| TCW Securitized Opportunities | 18.32 | 17.12 |
| Garcia Fix-Inc Government/Credit | 7.41 | 7.13 |
| JPMorgan MBS Bond (Columbus) | 6.47 | 6.13 |
| BlackRock Mortgage | 5.77 | 5.50 |
| Putnam Mortgage-Only | 5.05 | 4.79 |
| PIMCO Mortgage Constrained | 4.67 | 4.50 |
| Sit Inv Short Dur Strat | 4.49 | 4.06 |
| Capital Group PCS Core Bond Composite | 4.26 | 3.74 |
| Pacific Income Aggregate Intermediate | 3.99 | 3.62 |
| M.D. Sass Svcs 3-Year FI | 3.79 | 3.45 |
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Atlantic Enhanced Stock Indexing | 27.05 | 26.82 |
| First Western High Yield Short Duration | 10.15 | 9.57 |
| IS - Rising Rates | 7.94 | 6.37 |
| Newfleet Multi-Sector Short Dur Cpst | 6.34 | 5.83 |
| Atalanta Sosnoff Tx Exmpt Interm Dur Fxd | 6.02 | 5.64 |
| WellsCap Intermediate Premier FI | 5.91 | 5.59 |
| Lord Abbett & Co. Core Fixed Income | 5.70 | 5.34 |
| BlackRock Core PLUS | 5.28 | 5.01 |
| Thornburg Limited Term Income Strategy | 5.28 | 4.90 |
| BlackRock Core Bond | 4.95 | 4.69 |
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Atlantic Enhanced Stock Indexing | 22.17 | 21.84 |
| TCW MetWest Strategic Income | 14.03 | 12.44 |
| First Western High Yield Short Duration | 11.64 | 10.96 |
| Newfleet Multi-Sector Short Dur Cpst | 8.95 | 8.43 |
| WellsCap Intermediate Premier FI | 7.46 | 7.08 |
| TCW MetWest Intermediate Bonds | 6.75 | 6.44 |
| Atalanta Sosnoff Tx Exmpt Interm Dur Fxd | 6.64 | 6.37 |
| Thornburg Limited Term Income Strategy | 6.62 | 6.03 |
| BlackRock Core PLUS | 6.33 | 6.02 |
| Lord Abbett & Co. Core Fixed Income | 6.43 | 5.98 |
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Western Asset Mgt US Index Plus | 26.10 | 25.73 |
| Pyramis Leveraged Loan Composite | 6.92 | 6.39 |
| OFI Global Senior Loans | 6.60 | 6.09 |
| Goldman Sachs US Mortgages | 4.93 | 4.64 |
| RIM Enh Csh Bd Opportunity Portfolio | 3.55 | 3.55 |
| PIMCO Short Term | 2.11 | 1.67 |
| Federated Active Cash Broad FI Composite | 1.89 | 1.59 |
| WellsCap Taxable 1-3 Year Fixed Income | 1.54 | 1.35 |
| TCW MetWest Ultra Short Bonds | 1.49 | 1.31 |
| Payden & Rygel Enhanced Cash Long | 1.39 | 1.19 |
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Western Asset Mgt US Index Plus | 25.17 | 24.79 |
| Pyramis Leveraged Loan Composite | 10.45 | 9.90 |
| OFI Global Senior Loans | 10.43 | 9.90 |
| Goldman Sachs US Mortgages | 4.72 | 4.42 |
| TCW MetWest Ultra Short Bonds | 4.13 | 3.97 |
| Federated Active Cash Broad FI Composite | 3.35 | 3.03 |
| PIMCO Short Term | 2.41 | 2.01 |
| Federated Active Cash Moderate FI Comp | 2.21 | 1.90 |
| WellsCap Taxable 1-3 Year Fixed Income | 2.00 | 1.81 |
| Dana Limited Volatility | 2.04 | 1.81 |
| Long Government | 1 year gross return | 1 year net return |
|---|---|---|
| JPMorgan Long Duration Diversified Alpha | 12.13 | 11.74 |
| JPMorgan Long Duration Invmtt Grade Plus | 11.84 | 11.58 |
| JPMorgan Long Duration Investment Grade | 11.74 | 11.46 |
| Ryan Labs Very Long Liability Enhanced | 9.90 | 9.49 |
| NISA 15+ STRIPS | 9.38 | 9.14 |
| NISA Long Dur Govt Only Consolidated | 8.21 | 7.96 |
| Ryan Labs Long Liability Enhanced | 8.01 | 7.61 |
| Hoisington Inv Mgt Macroeconomic FI Comp | 7.77 | 7.53 |
| Hillswick Long Duration Government | 7.72 | 7.42 |
| SSgA Long US Gov Index Class A | -6.43 | 6.38 |
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| JPMorgan Long Duration Diversified Alpha | 11.40 | 10.98 |
| JPMorgan Long Duration Invmtt Grade Plus | 10.78 | 10.41 |
| JPMorgan Long Duration Investment Grade | 10.43 | 10.12 |
| NISA 15+ STRIPS | 9.99 | 9.73 |
| Ryan Labs Very Long Liability Enhanced | 9.96 | 9.56 |
| NISA Long Dur Govt Only Consolidated | 9.65 | 9.40 |
| Hillswick Long Duration Government | 9.65 | 9.33 |
| PIMCO Long Duration Treasury | 9.03 | 8.52 |
| Hoisington Inv Mgt Macroeconomic FI Comp | 8.45 | 8.24 |
| SSgA Long US Gov Index Class A | 0.00 | 7.43 |
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Logan Circle Long Credit | 15.83 | 15.43 |
| BlackRock US Long Credit | 14.55 | 14.27 |
| PIMCO Long Term Bond - Long Credit | 14.61 | 14.27 |
| JPMCB Long Credit Fund Inv | 0.00 | 14.16 |
| Standish US Long Duration Corporate | 13.97 | 13.62 |
| Ryan Labs Long-Credit Enhanced | 13.82 | 13.48 |
| Pyramis Long Corporate Composite | 13.64 | 13.41 |
| NISA Long Credit | 13.56 | 13.30 |
| SSgA Long US Credit Index Strategy | 13.40 | 13.27 |
| PGI Long Duration Credit Emphasis | 13.23 | 13.07 |
| Long-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Logan Circle Long Credit | 14.76 | 14.36 |
| Guggenheim Absolute Return Strategic | 15.28 | 14.21 |
| Reams Long Duration Fixed Income | 13.76 | 13.55 |
| Standish US Long Duration | 13.66 | 13.43 |
| PIMCO Long Term Bond - Long Credit | 13.53 | 13.20 |
| Logan Circle Long Duration | 13.42 | 13.04 |
| Ryan Labs Long-Credit Enhanced | 13.26 | 12.94 |
| PGI Long Duration Credit Emphasis | 12.54 | 12.39 |
| Nuveen Preferred Securities SMA | 13.63 | 12.27 |
| BlackRock US Long Credit | 12.03 | 11.74 |
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Loomis Sayles Multi-Sector Full Discretn | 11.83 | 11.50 |
| Foy SELECTOR Income | 12.58 | 11.05 |
| Thornburg Multisector Opportunistic Stra | 11.22 | 10.44 |
| Newfleet Multi-Sector Opportunistic Cpst | 10.68 | 10.08 |
| PIMCO Income Composite | 10.47 | 9.98 |
| PineBridge Strat Bond Composite (USD) | 10.34 | 9.90 |
| Frost Credit Composite | 10.50 | 9.81 |
| WellsCap Medium Quality Core Fixed Inc | 10.06 | 9.63 |
| Federated Strategic Multi-Sector FI Comp | 9.87 | 9.53 |
| BW Global Multi-Sector Income (fka GITR) | 10.01 | 9.28 |
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO Income Composite | 15.17 | 14.69 |
| Loomis Sayles Multi-Sector Full Discretn | 12.88 | 12.53 |
| TAMP US Tactical ETF Income – BIG UMA | 13.58 | 12.41 |
| Clark Navigator FI Total Return (SAI) | 12.80 | 11.97 |
| Thornburg Multisector Opportunistic Stra | 12.63 | 11.66 |
| Putnam Fixed Income Global Alpha Plus | 12.27 | 11.48 |
| Newfleet Multi-Sector Opportunistic Cpst | 12.07 | 11.46 |
| First Trust FTA Taxable Closed-End Fund | 12.85 | 11.25 |
| Fifth Third Asst Mgt Strategic Inc Plus | 11.57 | 11.08 |
| Guggenheim Fixed Income | 10.68 | 10.32 |
| Convertibles | 1 year gross return | 1 year net return |
|---|---|---|
| SSI Inv Grade Convert Strat | 27.85 | 26.69 |
| SSI Outright Discretionary Convert Strat | 24.92 | 24.34 |
| PIMCO Convertible | 24.82 | 24.03 |
| Palisade Convertible Securities Comp | 24.66 | 23.92 |
| Allianz Convertibles | 23.40 | 22.95 |
| Palisade Capital Convertible Secs SMA | 24.35 | 22.89 |
| Lord Abbett & Co. Convertibles | 22.89 | 21.60 |
| MacKay Shields Convertibles | 21.96 | 21.36 |
| Gabelli Asset Mgt Convert | 21.95 | 20.97 |
| Advent Balanced Convertible Strategy | 21.26 | 20.73 |
| Convertibles | 5 year gross return | 5 year net return |
|---|---|---|
| ClearBridge U.S. Convertibles | 19.71 | 19.00 |
| Allianz Convertibles | 17.58 | 17.12 |
| Gabelli Asset Mgt Convert | 17.74 | 16.73 |
| PIMCO Convertible | 16.99 | 16.23 |
| PENN Capital Mgt Convertible Securities | 16.99 | 16.01 |
| Advent Balanced Convertible Strategy | 16.44 | 15.86 |
| Cohen & Steers Preferred Securities | 16.53 | 15.77 |
| Invesco Convertible Securities | 16.53 | 15.75 |
| Putnam HY Convertible Managed Acct | 15.67 | 15.67 |
| SSI Outright Discretionary Convert Strat | 16.01 | 15.42 |
| High Yield Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Morgan Stanley Global High Yield | 18.03 | 16.01 |
| Franklin Gbl High Yld Institutional Comp | 16.37 | 15.83 |
| Brandywine Global Credit | 16.58 | 15.44 |
| Morgan Stanley U.S. High Yield | 16.08 | 15.15 |
| Federated Opportunistic High Yield Comp | 15.15 | 14.60 |
| Loomis Sayles High Yield Full Discretion | 14.89 | 14.47 |
| Babson High Yield | 14.56 | 13.93 |
| BlackRock High Yld | 14.28 | 13.71 |
| Wellington Global High Yield | 14.02 | 13.41 |
| Lord Abbett & Co. High Yld | 14.49 | 13.41 |
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Pyramis High Yield CMBS Composite | 19.22 | 18.34 |
| Manulife AM US High Yield Fixed Income | 18.81 | 18.23 |
| DCM High Yield | 17.91 | 17.33 |
| AAM Credit Opportunities | 18.04 | 16.92 |
| TCW Opportunistic MBS | 17.71 | 16.83 |
| Federated Opportunistic High Yield Comp | 16.72 | 16.14 |
| Loomis Sayles High Yield Full Discretion | 16.00 | 15.54 |
| Seix High Yield Unconstrained | 16.02 | 15.45 |
| BlackRock High Yld | 15.83 | 15.26 |
| AllianceBernstein US High Yield | 15.98 | 15.23 |
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| S&P Capital Appreciation Fund Moderate | 17.66 | 17.48 |
| Ross Sinclaire Intermediate Municipal Bd | 6.56 | 6.34 |
| Semper Active Mortgage-Backed Securities | 3.26 | 5.71 |
| Federated Govt Credit w MAPS MA | 6.26 | 5.06 |
| Seix Mortgage Backed Security | 5.42 | 5.00 |
| Astor Active Income Program | 6.20 | 4.49 |
| Federated Govt Credit no MAPS MA | 5.51 | 4.33 |
| RBC GAM Access Capital Community Invmt | 4.71 | 4.29 |
| Sage Core Government/Credit Fixed Income | 4.58 | 4.19 |
| PNC Cap Adv US Government Mortgage | 4.35 | 4.00 |
| Intermediate Government | 5 year gross return | 5 year net return |
|---|---|---|
| S&P Capital Appreciation Fund Moderate | 11.64 | 11.47 |
| Semper Active Mortgage-Backed Securities | 11.93 | 10.69 |
| Ross Sinclaire Intermediate Municipal Bd | 7.84 | 7.55 |
| Columbia US Government Mortgage | 7.76 | 7.38 |
| Sage Core Government/Credit Fixed Income | 5.46 | 5.08 |
| Federated Govt Credit w MAPS MA | 6.34 | 5.06 |
| Seix Core Bond Wrap SMA | 5.11 | 4.87 |
| Logan Circle STAMP Intmt Govt/Credit | 4.90 | 4.63 |
| CS McKee Broad Government Fixed | 5.04 | 4.52 |
| Seix Mortgage Backed Security | 4.85 | 4.44 |
| Intermediate-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Voya Investment Grade Credit | 11.64 | 11.31 |
| Spectrum Preferred Securities | 10.85 | 10.55 |
| GW&K Corporate Bond Opportunities Strat | 11.37 | 10.54 |
| Julex Capital Mngt Dynamic Income | 11.45 | 10.39 |
| ICON U.S. Income Portfolio | 10.25 | 9.47 |
| Morgan Stanley Investment Grade Corp | 9.72 | 9.23 |
| PGI Investment Grade Corporate | 9.47 | 9.22 |
| Loomis Sayles Core Plus | 9.37 | 9.11 |
| Granite Tactical Global Interm FI Strat | 9.61 | 9.02 |
| PGI Corporate Plus | 9.23 | 8.96 |
| Intermediate-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Spectrum Preferred Securities | 15.00 | 14.70 |
| Voya Investment Grade Credit | 11.28 | 10.87 |
| GW&K Corporate Bond Opportunities Strat | 11.42 | 10.59 |
| Manulife AM US Core Plus Fixed Income | 10.76 | 10.43 |
| PGI Corporate Plus | 10.34 | 10.07 |
| PGI Investment Grade Corporate | 10.17 | 9.94 |
| PIMCO Investmt Grade Corporate | 10.25 | 9.75 |
| SFS Power Yield | 10.12 | 9.45 |
| Loomis Sayles Core Plus | 9.41 | 9.16 |
| AllianceBernstein US Invest Grade Corps | 9.39 | 8.96 |
| Short Government | 1 year gross return | 1 year net return |
|---|---|---|
| TCW Securitized Opportunities | 9.25 | 8.15 |
| Garcia Fix-Inc Government/Credit | 6.69 | 6.49 |
| BlackRock Mortgage | 5.40 | 5.14 |
| PIMCO Mortgage Constrained | 4.43 | 4.28 |
| Putnam Mortgage-Only | 4.47 | 4.22 |
| Pacific Income Aggregate Intermediate | 4.53 | 4.17 |
| JPMorgan MBS Bond (Columbus) | 4.01 | 3.75 |
| Garcia F/I Short Duration Opportunistic | 3.13 | 3.03 |
| Capital Group PCS Core Bond Composite | 3.13 | 2.61 |
| M.D. Sass Svcs 3-Year FI | 2.91 | 2.54 |
| Short Government | 5 year gross return | 5 year net return |
|---|---|---|
| TCW Securitized Opportunities | 18.32 | 17.12 |
| Garcia Fix-Inc Government/Credit | 7.41 | 7.13 |
| JPMorgan MBS Bond (Columbus) | 6.47 | 6.13 |
| BlackRock Mortgage | 5.77 | 5.50 |
| Putnam Mortgage-Only | 5.05 | 4.79 |
| PIMCO Mortgage Constrained | 4.67 | 4.50 |
| Sit Inv Short Dur Strat | 4.49 | 4.06 |
| Capital Group PCS Core Bond Composite | 4.26 | 3.74 |
| Pacific Income Aggregate Intermediate | 3.99 | 3.62 |
| M.D. Sass Svcs 3-Year FI | 3.79 | 3.45 |
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Atlantic Enhanced Stock Indexing | 27.05 | 26.82 |
| First Western High Yield Short Duration | 10.15 | 9.57 |
| IS - Rising Rates | 7.94 | 6.37 |
| Newfleet Multi-Sector Short Dur Cpst | 6.34 | 5.83 |
| Atalanta Sosnoff Tx Exmpt Interm Dur Fxd | 6.02 | 5.64 |
| WellsCap Intermediate Premier FI | 5.91 | 5.59 |
| Lord Abbett & Co. Core Fixed Income | 5.70 | 5.34 |
| BlackRock Core PLUS | 5.28 | 5.01 |
| Thornburg Limited Term Income Strategy | 5.28 | 4.90 |
| BlackRock Core Bond | 4.95 | 4.69 |
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Atlantic Enhanced Stock Indexing | 22.17 | 21.84 |
| TCW MetWest Strategic Income | 14.03 | 12.44 |
| First Western High Yield Short Duration | 11.64 | 10.96 |
| Newfleet Multi-Sector Short Dur Cpst | 8.95 | 8.43 |
| WellsCap Intermediate Premier FI | 7.46 | 7.08 |
| TCW MetWest Intermediate Bonds | 6.75 | 6.44 |
| Atalanta Sosnoff Tx Exmpt Interm Dur Fxd | 6.64 | 6.37 |
| Thornburg Limited Term Income Strategy | 6.62 | 6.03 |
| BlackRock Core PLUS | 6.33 | 6.02 |
| Lord Abbett & Co. Core Fixed Income | 6.43 | 5.98 |
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Western Asset Mgt US Index Plus | 26.10 | 25.73 |
| Pyramis Leveraged Loan Composite | 6.92 | 6.39 |
| OFI Global Senior Loans | 6.60 | 6.09 |
| Goldman Sachs US Mortgages | 4.93 | 4.64 |
| RIM Enh Csh Bd Opportunity Portfolio | 3.55 | 3.55 |
| PIMCO Short Term | 2.11 | 1.67 |
| Federated Active Cash Broad FI Composite | 1.89 | 1.59 |
| WellsCap Taxable 1-3 Year Fixed Income | 1.54 | 1.35 |
| TCW MetWest Ultra Short Bonds | 1.49 | 1.31 |
| Payden & Rygel Enhanced Cash Long | 1.39 | 1.19 |
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Western Asset Mgt US Index Plus | 25.17 | 24.79 |
| Pyramis Leveraged Loan Composite | 10.45 | 9.90 |
| OFI Global Senior Loans | 10.43 | 9.90 |
| Goldman Sachs US Mortgages | 4.72 | 4.42 |
| TCW MetWest Ultra Short Bonds | 4.13 | 3.97 |
| Federated Active Cash Broad FI Composite | 3.35 | 3.03 |
| PIMCO Short Term | 2.41 | 2.01 |
| Federated Active Cash Moderate FI Comp | 2.21 | 1.90 |
| WellsCap Taxable 1-3 Year Fixed Income | 2.00 | 1.81 |
| Dana Limited Volatility | 2.04 | 1.81 |
| Long Government | 1 year gross return | 1 year net return |
|---|---|---|
| JPMorgan Long Duration Diversified Alpha | 12.13 | 11.74 |
| JPMorgan Long Duration Invmtt Grade Plus | 11.84 | 11.58 |
| JPMorgan Long Duration Investment Grade | 11.74 | 11.46 |
| Ryan Labs Very Long Liability Enhanced | 9.90 | 9.49 |
| NISA 15+ STRIPS | 9.38 | 9.14 |
| NISA Long Dur Govt Only Consolidated | 8.21 | 7.96 |
| Ryan Labs Long Liability Enhanced | 8.01 | 7.61 |
| Hoisington Inv Mgt Macroeconomic FI Comp | 7.77 | 7.53 |
| Hillswick Long Duration Government | 7.72 | 7.42 |
| SSgA Long US Gov Index Class A | -6.43 | 6.38 |
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| JPMorgan Long Duration Diversified Alpha | 11.40 | 10.98 |
| JPMorgan Long Duration Invmtt Grade Plus | 10.78 | 10.41 |
| JPMorgan Long Duration Investment Grade | 10.43 | 10.12 |
| NISA 15+ STRIPS | 9.99 | 9.73 |
| Ryan Labs Very Long Liability Enhanced | 9.96 | 9.56 |
| NISA Long Dur Govt Only Consolidated | 9.65 | 9.40 |
| Hillswick Long Duration Government | 9.65 | 9.33 |
| PIMCO Long Duration Treasury | 9.03 | 8.52 |
| Hoisington Inv Mgt Macroeconomic FI Comp | 8.45 | 8.24 |
| SSgA Long US Gov Index Class A | 0.00 | 7.43 |
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Logan Circle Long Credit | 15.83 | 15.43 |
| BlackRock US Long Credit | 14.55 | 14.27 |
| PIMCO Long Term Bond - Long Credit | 14.61 | 14.27 |
| JPMCB Long Credit Fund Inv | 0.00 | 14.16 |
| Standish US Long Duration Corporate | 13.97 | 13.62 |
| Ryan Labs Long-Credit Enhanced | 13.82 | 13.48 |
| Pyramis Long Corporate Composite | 13.64 | 13.41 |
| NISA Long Credit | 13.56 | 13.30 |
| SSgA Long US Credit Index Strategy | 13.40 | 13.27 |
| PGI Long Duration Credit Emphasis | 13.23 | 13.07 |
| Long-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Logan Circle Long Credit | 14.76 | 14.36 |
| Guggenheim Absolute Return Strategic | 15.28 | 14.21 |
| Reams Long Duration Fixed Income | 13.76 | 13.55 |
| Standish US Long Duration | 13.66 | 13.43 |
| PIMCO Long Term Bond - Long Credit | 13.53 | 13.20 |
| Logan Circle Long Duration | 13.42 | 13.04 |
| Ryan Labs Long-Credit Enhanced | 13.26 | 12.94 |
| PGI Long Duration Credit Emphasis | 12.54 | 12.39 |
| Nuveen Preferred Securities SMA | 13.63 | 12.27 |
| BlackRock US Long Credit | 12.03 | 11.74 |
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Loomis Sayles Multi-Sector Full Discretn | 11.83 | 11.50 |
| Foy SELECTOR Income | 12.58 | 11.05 |
| Thornburg Multisector Opportunistic Stra | 11.22 | 10.44 |
| Newfleet Multi-Sector Opportunistic Cpst | 10.68 | 10.08 |
| PIMCO Income Composite | 10.47 | 9.98 |
| PineBridge Strat Bond Composite (USD) | 10.34 | 9.90 |
| Frost Credit Composite | 10.50 | 9.81 |
| WellsCap Medium Quality Core Fixed Inc | 10.06 | 9.63 |
| Federated Strategic Multi-Sector FI Comp | 9.87 | 9.53 |
| BW Global Multi-Sector Income (fka GITR) | 10.01 | 9.28 |
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO Income Composite | 15.17 | 14.69 |
| Loomis Sayles Multi-Sector Full Discretn | 12.88 | 12.53 |
| TAMP US Tactical ETF Income – BIG UMA | 13.58 | 12.41 |
| Clark Navigator FI Total Return (SAI) | 12.80 | 11.97 |
| Thornburg Multisector Opportunistic Stra | 12.63 | 11.66 |
| Putnam Fixed Income Global Alpha Plus | 12.27 | 11.48 |
| Newfleet Multi-Sector Opportunistic Cpst | 12.07 | 11.46 |
| First Trust FTA Taxable Closed-End Fund | 12.85 | 11.25 |
| Fifth Third Asst Mgt Strategic Inc Plus | 11.57 | 11.08 |
| Guggenheim Fixed Income | 10.68 | 10.32 |
| Inflation-Protected Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Standish Global TIPS | 10.39 | 10.29 |
| PIMCO Real Ret Asset Long Duration | 8.56 | 8.08 |
| Julex Capital Mngt Dynamic Real Asset | 8.21 | 7.18 |
| PIMCO Real Return Full Authority | 5.99 | 5.49 |
| JPMCB Real Return Fund Inv | 0.00 | 4.71 |
| PIMCO Real Return for Managed Accounts | 6.23 | 4.64 |
| BlackRock TIPS PLUS | 4.78 | 4.62 |
| Hartford Inv Mgt TIPS – Asset Class | 4.82 | 4.60 |
| Ryan Labs Inflation Index Intermediate | 4.92 | 4.53 |
| Northern Trust TIPS | 4.56 | 4.45 |
| Inflation-Protected Bond | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO Real Ret Asset Long Duration | 9.63 | 9.09 |
| Standish Global TIPS | 6.77 | 6.67 |
| PIMCO Real Return Full Authority | 7.10 | 6.57 |
| Franklin U.S. TIPS Composite | 6.10 | 5.96 |
| Hartford Inv Mgt TIPS – Asset Class | 5.96 | 5.75 |
| JPMCB Real Return Fund Inv | 0.00 | 5.68 |
| Northern Trust TIPS | 5.75 | 5.64 |
| PIMCO Real Return for Managed Accounts | 7.25 | 5.63 |
| Weaver C. Barksdale US Govt TIPS | 5.67 | 5.61 |
| Standish US TIPS | 5.64 | 5.56 |
| Stable Value | 1 year gross return | 1 year net return |
|---|---|---|
| PIMCO Mod Dur Core Stable Value | 2.82 | 2.65 |
| JPMCB Stable Income Bond Fund Inv | 0.00 | 2.40 |
| Standish Stable Value | 2.22 | 2.10 |
| JPMCB Stable Value Fund Inv | 0.00 | 1.86 |
| Wells Fargo Stable Return Fund G | 1.56 | 1.56 |
| JPMorgan US FI Stable Value (NY) | 1.74 | 1.49 |
| JPMCB Stable Asset Income Fund- G | 0.00 | 1.47 |
| BMO Stable Principal Fund | 1.79 | 1.42 |
| Galliard Stable Value Composite | 1.83 | 1.42 |
| JPMCB Stable Asset Income Fund- F | 0.00 | 1.41 |
| Stable Value | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO Mod Dur Core Stable Value | 4.74 | 4.52 |
| Standish Stable Value | 2.96 | 2.86 |
| Galliard Stable Value Composite | 2.85 | 2.44 |
| Columbia Stable Value – Government Strat | 2.55 | 2.34 |
| BMO Stable Principal Fund | 2.58 | 2.17 |
| Columbia Stable Value – Inv Grade Strat | 2.25 | 2.04 |
| JPMorgan US FI Stable Value (NY) | 2.15 | 2.03 |
| Columbia Trust Stable Government I-25 Fd | 0.00 | 1.99 |
| JPMCB Stable Value Fund Inv | 0.00 | 1.96 |
| JPMCB Stable Asset Income Fund- F | 0.00 | 1.77 |
| Emerging Markets Bond | 1 year gross return | 1 year net return |
|---|---|---|
| GMO Emerging Country Debt Strategy | 17.95 | 17.11 |
| DCM Emerging Markets Debt | 15.96 | 15.28 |
| Prudential Fixed Inc Emerging Mkts Debt | 13.77 | 13.13 |
| FFTW EMD Hard Currency | 12.59 | 11.98 |
| Wellington Emerging Markets Debt | 12.53 | 11.86 |
| Goldman Sachs Emerging Market Debt | 12.16 | 11.61 |
| Logan Circle Emerging Markets Debt | 12.10 | 11.53 |
| Invesco Emerging Market Corporate Bond | 12.19 | 11.47 |
| Investec Emerging Market Corporate Debt | 12.22 | 11.39 |
| Pyramis Emerging Market Debt Composite | 12.06 | 11.34 |
| Emerging Markets Bond | 5 year gross return | 5 year net return |
|---|---|---|
| GMO Emerging Country Debt Strategy | 19.39 | 18.49 |
| Ashmore EM Corp Dbt Broad (CEMBI) Comp | 16.68 | 15.38 |
| Logan Circle Emerging Markets Debt | 15.27 | 14.64 |
| DCM Emerging Markets Debt | 14.67 | 13.99 |
| TCW Emerging Markets Fixed Income | 13.66 | 13.00 |
| Franklin Emerging Mkt Dbt Opp (USD) Comp | 13.76 | 12.86 |
| Pyramis Emerging Market Debt Composite | 13.43 | 12.70 |
| Prudential Fixed Inc Emerging Mkts Debt | 13.28 | 12.54 |
| Manulife AM Emerging Markets Debt | 13.23 | 12.54 |
| Columbia Emerging Markets Fixed Income | 12.85 | 12.27 |
| World Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| iSectors Post-MPT Growth Allocation | 29.36 | 28.60 |
| Niemann Dynamic Sector | 29.88 | 27.26 |
| JP Morgan Global Focus | 28.04 | 27.10 |
| Jennison Global Equity Opportunities | 27.65 | 26.69 |
| Allianz Global Equity Sustainability | 27.33 | 26.17 |
| Loring Ward Global Equity DFA | 25.24 | 24.93 |
| Parametric Tax Managed MSCI EAFE+Can | 25.25 | 24.66 |
| Niemann Risk Managed Sector | 26.90 | 24.61 |
| Baillie Gifford Global Alpha | 25.34 | 24.50 |
| Loring Ward Global Equity DFA TM | 24.79 | 24.48 |
| World Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Marsico Non-Taxable Flexible Capital | 25.02 | 23.69 |
| Loring Ward Global Equity DFA SRI | 18.85 | 18.56 |
| iSectors Post-MPT Growth Allocation | 19.05 | 18.34 |
| Baillie Gifford Global Alpha | 18.30 | 17.54 |
| Loring Ward Global Equity DFA | 17.42 | 17.12 |
| Loring Ward Global Equity DFA TM | 17.16 | 16.87 |
| WestEnd Advisors Global Equity | 17.68 | 16.42 |
| Loring Ward Global Equity SA | 16.37 | 16.37 |
| Russell TM Equity Growth Model Strategy | 16.14 | 16.14 |
| Deschutes Matisse Discounted CE Fd Stgy | 17.14 | 16.00 |
| Conservative Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| First Quadrant Essential Beta | 22.65 | 22.37 |
| Meeder Balanced Portfolio | 20.37 | 20.37 |
| UBS: U.S. Balanced Portfolio | 20.56 | 19.77 |
| Innealta Tac ETF Risk-Based Opp Growth | 21.21 | 19.23 |
| Madison ETF Aggressive | 21.15 | 18.49 |
| Sadoff Balanced | 19.58 | 18.29 |
| MCA Conservative Portfolios | 19.01 | 18.12 |
| Farr Miller & Wash FMW Gr & Inc | 18.67 | 17.92 |
| Tillar-Wenstrup Core Balanced | 18.65 | 17.77 |
| Tillar-Wenstrup Diversified Core Bal | 18.10 | 17.41 |
| Conservative Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Farr Miller & Wash FMW Gr & Inc | 16.77 | 15.83 |
| Parametric Tax-Advantage Enhanced Income | 15.69 | 15.29 |
| UBS: U.S. Balanced Portfolio | 16.01 | 15.26 |
| First Trust FTA Balanced Closed-End Fd | 16.86 | 15.08 |
| Parametric Enhanced Income | 15.38 | 14.99 |
| MCA Conservative Portfolios | 14.74 | 13.89 |
| Anfield Real Wealth Accumulation | 14.30 | 13.37 |
| FPA Contrarian Value | 14.73 | 13.34 |
| Donaldson Endowment - Cornerstone | 14.18 | 13.18 |
| Tillar-Wenstrup Diversified Core Bal | 13.65 | 12.90 |
| Moderate Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| Meeder Moderate Growth Portfolio | 26.68 | 26.68 |
| Johnson Institutional Mgt Enhanced Index | 26.70 | 26.44 |
| Niemann Risk Managed | 27.77 | 25.13 |
| Loring Ward Glb Sustainability Equity | 24.73 | 24.42 |
| JPMCB Diversified Equity Fund | 0.00 | 23.22 |
| HCM ALP Growth | 25.66 | 22.97 |
| AAM Tactical Income | 23.57 | 22.78 |
| Winslow Asset Mgt All Cap Balanced | 22.67 | 21.91 |
| Harris Assoc. Equity & Income Comp | 22.63 | 21.91 |
| Loring Ward Global Captial Appr DFA | 22.21 | 21.91 |
| Moderate Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Johnson Institutional Mgt Enhanced Index | 20.81 | 20.53 |
| AAM Tactical Income | 20.36 | 19.54 |
| MCA Balanced Portfolios | 18.35 | 17.48 |
| Winslow Asset Mgt All Cap Balanced | 17.85 | 17.13 |
| Loring Ward Global Captial Appr DFA | 15.51 | 15.23 |
| Herzfeld US Equity Closed-End | 16.71 | 15.00 |
| Invesco Equity and Income Composite | 15.71 | 14.99 |
| CMG Opportunistic All Asset ETF Strategy | 16.15 | 14.84 |
| JPMCB Diversified Plus Inv | 0.00 | 14.82 |
| Brandywine Domestic Balanced | 15.84 | 14.70 |
| Target Date 2000-2010 | 1 year gross return | 1 year net return |
|---|---|---|
| Pyramis Core Lifecycle 2010 | 14.75 | 14.12 |
| JPMCB SmartRetirement 2010 Fund-C | 12.33 | 12.21 |
| VT Vantagepoint Milestone 2010 R5 | 0.00 | 11.99 |
| JPMCB SmartRetirement 2010 Fund-C10 | 0.00 | 11.68 |
| VT Vantagepoint Milestone 2010 R3 | 0.00 | 11.67 |
| Pyramis Core Lifecycle 2005 | 12.11 | 11.49 |
| VT Vantagepoint Milestone 2010 R1 | 0.00 | 11.36 |
| AGF Steward Navigator 2010 Fund | 11.11 | 11.11 |
| JPMCB SmartRetirement Pasv Blnd 2010-C | 0.00 | 11.09 |
| JPMCB SmartRetirement Pasv Blnd 2010-C20 | 0.00 | 10.87 |
| Target Date 2000-2010 | 5 year gross return | 5 year net return |
|---|---|---|
| SSgA Target Retirement 2010 NL Ser A | 0.00 | 10.84 |
| SSgA Target Retirement 2010 SL Fd Cl II | 0.00 | 10.75 |
| SSgA Target Retirement 2010 NL Ser C | 0.00 | 10.67 |
| JPMCB SmartRetirement 2010 Fund-C | 10.98 | 10.61 |
| Pyramis Core Lifecycle 2010 | 11.20 | 10.58 |
| SSgA Target Retirement 2010 SL Fd Cl III | 0.00 | 10.47 |
| SSgA Target Retirement 2010 SL Ser VI | 0.00 | 10.44 |
| SSgA Target Retirement 2010 NL Ser D | 0.00 | 10.43 |
| JPMCB SmartRetirement 2010 Fund-C10 | 0.00 | 10.41 |
| Schwab Managed Retirement Tr Fd 2010 V | 0.00 | 9.63 |
| Target Date 2011-2015 | 1 year gross return | 1 year net return |
|---|---|---|
| Meeder Age-based 60-62 | 18.43 | 18.43 |
| Pyramis Core Lifecycle 2015 | 15.92 | 15.28 |
| SSgA Target Retirement 2015 NL Ser A | 0.00 | 14.04 |
| SSgA Target Retirement 2015 SL Fd Cl II | 11.18 | 13.90 |
| SSgA Target Retirement 2015 NL Ser C | 0.00 | 13.86 |
| VT Vantagepoint Milestone 2015 R5 | 0.00 | 13.63 |
| SSgA Target Retirement 2015 NL Ser D | 0.00 | 13.61 |
| SSgA Target Retirement 2015 SL Fd Cl III | 0.00 | 13.58 |
| SSgA Target Retirement 2015 SL Ser VI | 0.00 | 13.53 |
| VT Vantagepoint Milestone 2015 R3 | 0.00 | 13.26 |
| Target Date 2011-2015 | 5 year gross return | 5 year net return |
|---|---|---|
| SSgA Target Retirement 2015 NL Ser A | 0.00 | 13.00 |
| SSgA Target Retirement 2015 SL Fd Cl II | 0.00 | 12.88 |
| SSgA Target Retirement 2015 NL Ser C | 0.00 | 12.79 |
| SSgA Target Retirement 2015 SL Fd Cl III | 0.00 | 12.59 |
| SSgA Target Retirement 2015 NL Ser D | 0.00 | 12.56 |
| SSgA Target Retirement 2015 SL Ser VI | 0.00 | 12.56 |
| JPMCB SmartRetirement 2015 Fund-C | 0.00 | 12.06 |
| JPMCB SmartRetirement 2015 Fund-C10 | 0.00 | 11.95 |
| JPMCB SmartRetirement 2015 Fund-C20 | 0.00 | 11.82 |
| Meeder Age-based 60-62 | 11.66 | 11.66 |
| Target Date 2016-2020 | 1 year gross return | 1 year net return |
|---|---|---|
| Meeder Age-based 55-59 | 20.37 | 20.37 |
| SSgA Target Retirement 2020 NL Ser A | 0.00 | 16.81 |
| SSgA Target Retirement 2020 SL Fd Cl II | 0.00 | 16.67 |
| SSgA Target Retirement 2020 NL Ser C | 0.00 | 16.66 |
| SSgA Target Retirement 2020 SL Fd Cl III | 0.00 | 16.36 |
| SSgA Target Retirement 2020 NL Ser D | 0.00 | 16.35 |
| SSgA Target Retirement 2020 SL Ser VI | 0.00 | 16.32 |
| Pyramis Core Lifecycle 2020 | 16.83 | 16.19 |
| JPMCB SmartRetirement 2020 Fund-C | 0.00 | 15.41 |
| JPMCB SmartRetirement 2020 Fund Inst | 0.00 | 15.40 |
| Target Date 2016-2020 | 5 year gross return | 5 year net return |
|---|---|---|
| SSgA Target Retirement 2020 NL Ser A | 0.00 | 14.31 |
| SSgA Target Retirement 2020 SL Fd Cl II | 0.00 | 14.24 |
| SSgA Target Retirement 2020 NL Ser C | 0.00 | 14.16 |
| SSgA Target Retirement 2020 SL Fd Cl III | 0.00 | 13.95 |
| SSgA Target Retirement 2020 NL Ser D | 0.00 | 13.93 |
| SSgA Target Retirement 2020 SL Ser VI | 0.00 | 13.92 |
| JPMCB SmartRetirement 2020 Fund-C | 0.00 | 13.41 |
| JPMCB SmartRetirement 2020 Fund-C10 | 0.00 | 13.28 |
| JPMCB SmartRetirement 2020 Fund-C20 | 0.00 | 13.17 |
| JPMCB SmartRetirement Pasv Blnd 2020-C10 | 13.15 | 12.72 |
| Target Date 2021-2025 | 1 year gross return | 1 year net return |
|---|---|---|
| Meeder Age-based 50-54 | 22.32 | 22.32 |
| SSgA Target Retirement 2025 NL Ser A | 0.00 | 18.47 |
| SSgA Target Retirement 2025 SL Fd Cl II | 0.00 | 18.34 |
| SSgA Target Retirement 2025 NL Ser C | 0.00 | 18.30 |
| Pyramis Core Lifecycle 2025 | 18.89 | 18.24 |
| SSgA Target Retirement 2025 SL Fd Cl III | 0.00 | 18.04 |
| SSgA Target Retirement 2025 NL Ser D | 0.00 | 18.01 |
| SSgA Target Retirement 2025 SL Ser VI | 0.00 | 17.96 |
| JPMCB SmartRetirement 2025 Fund Inst | 0.00 | 17.36 |
| JPMCB SmartRetirement 2025 Fund-C | 0.00 | 17.24 |
| Target Date 2021-2025 | 5 year gross return | 5 year net return |
|---|---|---|
| SSgA Target Retirement 2025 NL Ser A | 0.00 | 15.21 |
| SSgA Target Retirement 2025 SL Fd Cl II | 0.00 | 15.10 |
| SSgA Target Retirement 2025 NL Ser C | 0.00 | 15.00 |
| SSgA Target Retirement 2025 SL Fd Cl III | 0.00 | 14.81 |
| SSgA Target Retirement 2025 NL Ser D | 0.00 | 14.76 |
| SSgA Target Retirement 2025 SL Ser VI | 0.00 | 14.76 |
| JPMCB SmartRetirement 2025 Fund-C | 0.00 | 14.44 |
| JPMCB SmartRetirement 2025 Fund-C10 | 0.00 | 14.32 |
| JPMCB SmartRetirement 2025 Fund-C20 | 0.00 | 14.21 |
| Meeder Age-based 50-54 | 13.71 | 13.71 |
| Target Date 2026-2030 | 1 year gross return | 1 year net return |
|---|---|---|
| Meeder Age-based 45-49 | 24.48 | 24.48 |
| SSgA Target Retirement 2030 NL Ser A | 0.00 | 19.80 |
| Pyramis Core Lifecycle 2030 | 20.34 | 19.68 |
| SSgA Target Retirement 2030 SL Fd Cl II | 0.00 | 19.64 |
| SSgA Target Retirement 2030 NL Ser C | 0.00 | 19.63 |
| SSgA Target Retirement 2030 SL Fd Cl III | 0.00 | 19.36 |
| SSgA Target Retirement 2030 NL Ser D | 0.00 | 19.35 |
| SSgA Target Retirement 2030 SL Ser VI | 0.00 | 19.31 |
| JPMCB SmartRetirement 2030 Fund Inst | 0.00 | 19.18 |
| JPMCB SmartRetirement 2030 Fund-C | 0.00 | 19.09 |
| Target Date 2026-2030 | 5 year gross return | 5 year net return |
|---|---|---|
| SSgA Target Retirement 2030 NL Ser A | 0.00 | 15.80 |
| SSgA Target Retirement 2030 SL Fd Cl II | 0.00 | 15.73 |
| SSgA Target Retirement 2030 NL Ser C | 0.00 | 15.64 |
| SSgA Target Retirement 2030 SL Fd Cl III | 0.00 | 15.45 |
| SSgA Target Retirement 2030 SL Ser VI | 0.00 | 15.42 |
| SSgA Target Retirement 2030 NL Ser D | 0.00 | 15.41 |
| JPMCB SmartRetirement 2030 Fund-C | 0.00 | 15.17 |
| JPMCB SmartRetirement 2030 Fund-C10 | 0.00 | 15.04 |
| JPMCB SmartRetirement 2030 Fund-C20 | 0.00 | 14.94 |
| Meeder Age-based 45-49 | 14.81 | 14.81 |
| Target Date 2031-2035 | 1 year gross return | 1 year net return |
|---|---|---|
| Meeder Age-based 44 and under | 25.58 | 25.58 |
| Pyramis Core Lifecycle 2035 | 21.92 | 21.25 |
| SSgA Target Retirement 2035 NL Ser A | 0.00 | 20.93 |
| SSgA Target Retirement 2035 SL Fd Cl II | 0.00 | 20.79 |
| SSgA Target Retirement 2035 NL Ser C | 0.00 | 20.74 |
| VT Vantagepoint Milestone 2035 R5 | 0.00 | 20.53 |
| SSgA Target Retirement 2035 SL Fd Cl III | 0.00 | 20.47 |
| SSgA Target Retirement 2035 NL Ser D | 0.00 | 20.42 |
| SSgA Target Retirement 2035 SL Fund VI | 0.00 | 20.41 |
| JPMCB SmartRetirement 2035 Fund Inst | 0.00 | 20.29 |
| Target Date 2031-2035 | 5 year gross return | 5 year net return |
|---|---|---|
| SSgA Target Retirement 2035 NL Ser A | 0.00 | 16.14 |
| SSgA Target Retirement 2035 SL Fd Cl II | 0.00 | 16.02 |
| SSgA Target Retirement 2035 NL Ser C | 0.00 | 15.92 |
| SSgA Target Retirement 2035 SL Fd Cl III | 0.00 | 15.74 |
| SSgA Target Retirement 2035 NL Ser D | 0.00 | 15.72 |
| SSgA Target Retirement 2035 SL Fund VI | 0.00 | 15.70 |
| JPMCB SmartRetirement 2035 Fund-C | 0.00 | 15.61 |
| JPMCB SmartRetirement 2035 Fund-C10 | 0.00 | 15.50 |
| Meeder Age-based 44 and under | 15.40 | 15.40 |
| JPMCB SmartRetirement 2035 Fund-C20 | 0.00 | 15.38 |
| Target Date 2036-2040 | 1 year gross return | 1 year net return |
|---|---|---|
| SSgA Target Retirement 2040 NL Ser A | 0.00 | 21.99 |
| VT Vantagepoint Milestone 2040 R5 | 0.00 | 21.95 |
| SSgA Target Retirement 2040 SL Fd Cl II | 0.00 | 21.85 |
| JPMCB SmartRetirement 2040 Fund-Invstmt | 0.00 | 21.80 |
| SSgA Target Retirement 2040 NL Ser C | 0.00 | 21.80 |
| VT Vantagepoint Milestone 2040 R3 | 0.00 | 21.59 |
| SSgA Target Retirement 2040 SL Fd Cl III | 0.00 | 21.55 |
| SSgA Target Retirement 2040 NL Ser D | 0.00 | 21.51 |
| SSgA Target Retirement 2040 SL Ser VI | 0.00 | 21.50 |
| VT Vantagepoint Milestone 2040 R1 | 0.00 | 21.26 |
| Target Date 2036-2040 | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB SmartRetirement 2040 Fund-Invstmt | 0.00 | 16.73 |
| SSgA Target Retirement 2040 NL Ser A | 0.00 | 16.25 |
| SSgA Target Retirement 2040 SL Fd Cl II | 0.00 | 16.19 |
| SSgA Target Retirement 2040 NL Ser C | 0.00 | 16.10 |
| VT Vantagepoint Milestone 2040 R5 | 0.00 | 16.07 |
| SSgA Target Retirement 2040 SL Fd Cl III | 0.00 | 15.90 |
| SSgA Target Retirement 2040 NL Ser D | 0.00 | 15.88 |
| SSgA Target Retirement 2040 SL Ser VI | 0.00 | 15.88 |
| JPMCB SmartRetirement 2040 Fund-C | 0.00 | 15.85 |
| VT Vantagepoint Milestone 2040 R3 | 0.00 | 15.73 |
| Target Date 2041-2045 | 1 year gross return | 1 year net return |
|---|---|---|
| VT Vantagepoint Milestone 2045 R5 | 0.00 | 22.42 |
| SSgA Target Retirement 2045 NL Ser A | 0.00 | 22.14 |
| SSgA Target Retirement 2045 SL Fd Cl II | 0.00 | 22.01 |
| VT Vantagepoint Milestone 2045 R3 | 0.00 | 22.00 |
| SSgA Target Retirement 2045 NL Ser C | 0.00 | 21.95 |
| Pyramis Core Lifecycle 2045 | 22.47 | 21.80 |
| VT Vantagepoint Milestone 2045 R1 | 0.00 | 21.70 |
| SSgA Target Retirement 2045 SL Fd Cl III | 0.00 | 21.68 |
| SSgA Target Retirement 2045 NL Ser D | 0.00 | 21.65 |
| SSgA Target Retirement 2045 SL Fund VI | 0.00 | 21.63 |
| Target Date 2041-2045 | 5 year gross return | 5 year net return |
|---|---|---|
| SSgA Target Retirement 2045 NL Ser A | 0.00 | 16.33 |
| SSgA Target Retirement 2045 SL Fd Cl II | 0.00 | 16.23 |
| SSgA Target Retirement 2045 NL Ser C | 0.00 | 16.11 |
| SSgA Target Retirement 2045 SL Fd Cl III | 0.00 | 15.92 |
| SSgA Target Retirement 2045 SL Fund VI | 0.00 | 15.90 |
| SSgA Target Retirement 2045 NL Ser D | 0.00 | 15.89 |
| JPMCB SmartRetirement 2045 Fund-C | 0.00 | 15.82 |
| JPMCB SmartRetirement 2045 Fund-C10 | 0.00 | 15.69 |
| Schwab Managed Retirement Tr Fd 2045 V | 0.00 | 15.60 |
| JPMCB SmartRetirement 2045 Fund-C20 | 0.00 | 15.59 |
| Retirement Income | 1 year gross return | 1 year net return |
|---|---|---|
| Windham Multi-Asset Income Portfolio | 13.25 | 12.89 |
| JPMCB SmartRetirement Income Fund Inst | 0.00 | 11.46 |
| JPMCB SmartRetirement Income-C | 0.00 | 11.44 |
| JPMCB SmartRetirement Income-C10 | 0.00 | 11.30 |
| JPMCB SmartRetirement Income-C20 | 0.00 | 11.20 |
| JPMCB SmartRetirement Pasv Blnd Inc-C | 0.00 | 11.11 |
| JPMCB SmartRetirement Pasv Blnd Inc-C10 | 11.43 | 11.11 |
| JPMCB SmartRetirement Income Fund C35 | 0.00 | 11.07 |
| JPMCB SmartRetirement Pasv Blnd Inc-C20 | 0.00 | 10.87 |
| TAG Tactical Income | 10.77 | 9.97 |
| Retirement Income | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB SmartRetirement Income-C | 0.00 | 9.92 |
| JPMCB SmartRetirement Income-C10 | 0.00 | 9.82 |
| JPMCB SmartRetirement Income-C20 | 0.00 | 9.72 |
| JPMCB SmartRetirement Pasv Blnd Inc-C10 | 9.82 | 9.39 |
| SSgA Target Retirement Income NL Ser A | 0.00 | 8.92 |
| SSgA Target Retirement Income SL Cl II | 0.00 | 8.85 |
| SSgA Target Retirement Income NL Ser C | 0.00 | 8.77 |
| SSgA Target Retirement Income NL Ser D | 0.00 | 8.58 |
| SSgA Target Retirement Income SL Cl III | 0.00 | 8.57 |
| SSgA Target Retirement Income SL Fund VI | 0.00 | 8.55 |
