August 18, 2014 01:00 AM

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

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 â€“ Utilities Plus	34.77	33.46
Miller/Howard â€“ 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 â€“ Utilities Plus	21.11	19.92
MFS Utilities Equity	19.54	18.78
Miller/Howard â€“ 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 â€“ 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 â€“ 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 â€“ 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 â€“ 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 â€“ 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 â€“ 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 â€“ Government Strat	2.55	2.34
BMO Stable Principal Fund	2.58	2.17
Columbia Stable Value â€“ 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

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