INTERACTIVE

Top performing managers by category: separate accounts, 3rd Quarter 2018

Large Blend5 year gross return5 year net return
Euclid Advisory Large Cap Growth19.6018.18
Mellon Capital Dynamic U.S. Equity Comp17.1816.63
Wright Large Cap Core Equity16.7116.17
Alpha Quant SmartALPHA® Defensive Gr17.4416.15
Fisher US Total Return16.3616.04
Jacobs Levy Large Cap (S&P 500)16.1115.56
Calvert US Lg Cap Core Responsible strgy14.1215.17
Jacobs Levy Core Equity (Russell 3000)15.7115.16
Oak Associates Select Gr Portfolio15.8915.14
TCW Alpha Trak15.8115.06
Mid-Cap Blend1 year gross return1 year net return
Great Lakes Disciplined SMidCap22.6922.17
WFAM Select Equity22.8721.67
Calvert U.S. Mid Cap Core Resp Index15.2020.50
Great Lakes SMidCap ESG21.0320.23
CRM Small/Mid Cap Value Separate Account20.1619.55
Boston Trust Mid Cap Equity19.9618.83
Boston Trust SMID Cap Equity19.1418.02
CRM Mid Cap Value Separate Account18.6617.85
New Amsterdam Md-Cap Active Eq17.5717.19
Janus Henderson Opportunistic Alpha17.9417.19
Mid-Cap Blend5 year gross return5 year net return
LaSalle Street SMID15.3514.23
Bahl & Gaynor - Small/Mid Cap Income Gr14.3213.99
Zacks Mid-Cap Core Strategy14.8013.98
EARNEST Mid Cap Value14.5213.37
Scout Mid Cap Equity14.1213.23
Clarkston Capital SMID Composite13.7513.18
EARNEST Md-Cap14.3113.16
Fisher Small and Mid Cap Value13.7812.98
OakBrook Mid-Cap13.0212.78
River Road Focused Absolute Value Comp13.4012.76
Small Blend1 year gross return1 year net return
Quantum Micro Cap27.5225.65
Wellington Small Cap Opportunities26.6725.53
Jacobs Levy Small Cap (S&P 600)25.9724.93
Reinhart Partners Genesis PMV25.7424.76
Fuller & Thaler Small-Cap Core24.8224.19
Calvert Small Cap Core Strategy20.0923.39
Wakefield Small Cap Equity24.8023.25
Pacific Income Small Cap Core24.3323.11
Investment Management of Virginia Sm Cap23.6622.98
Algert US Small Cap22.9721.89
Small Blend5 year gross return5 year net return
Jacobs Levy Small Cap (S&P 600)17.7716.80
Wakefield Small Cap Equity17.9116.37
Fuller & Thaler Small-Cap Core16.0215.25
Algert US Small Cap15.9814.96
Wellington Small Cap Opportunities15.7114.68
Jacobs Levy Small Cap (Russell 2000)15.3414.38
Piedmont Optimized SMid Core14.5414.13
361 U.S. Small Cap Equity14.7813.73
Martingale Low Volatility SmallCap+14.6213.54
Systematic Small Cap Free Cash Flow14.5413.46
Large Growth1 year gross return1 year net return
Morgan Stanley (MS) Multi Cap Growth48.8647.48
Baillie Gifford US Equities45.9745.12
Elemental Capital Focused Growth43.3440.94
Ithaka Growth Portfolio40.0639.41
MRM All Domestic Equity39.9938.37
Morgan Stanley Growth38.8437.87
Baron High Growth Strategy39.0337.71
Zevenbergen Growth Equity37.9637.50
Next Century Growth Large Cap37.9737.15
Peregrine Capital Mgt Large Cap Growth36.7036.11
Large Growth5 year gross return5 year net return
ARI Global Opportunities (ESG)21.2721.27
Peregrine Capital Mgt Large Cap Growth20.8120.29
Baillie Gifford US Equities20.8120.08
Morgan Stanley Multi Cap Growth21.0719.90
Edgewood Mgt Lg-Cap Gr20.6419.63
Morgan Stanley Growth20.2619.38
Cognios Quantitative Large Cap Growth19.9219.31
Polen Focus Growth19.7619.15
LEIA CBI18.7018.70
Cookson Peirce All-Cap Equity MA19.0718.49
Mid-Cap Growth1 year gross return1 year net return
Morgan Stanley Mid-Cap Growth Strategy46.9745.80
Advisory Research U.S. Mid Cap Growth46.5845.39
Stephens SMID Select Growth40.6540.27
Summit Creek SMid Cap Growth39.3438.04
Macquarie Mid Cap Growth36.5035.70
Crow Point Mid Cap Growth35.5235.52
Kayne Anderson Rudnick Mid Sustain Gr35.7134.75
AB US SMID Cap Growth35.5934.33
Night Owl All Cap35.1433.60
ClearBridge SMID Cap Growth34.5233.41
Mid-Cap Growth5 year gross return5 year net return
Fiera Mid Cap Growth17.7816.65
Snyder Capital Mgt Concen All-Cap Value17.2616.14
Dorsey Wright Sys Reltv Strength Core17.6215.77
Essex Inv Mgt Research Strategy16.8115.68
Janus Henderson Mid Cap Growth16.3415.59
Sandhill Concentrated Equity Alpha16.5115.56
Sandhill Concentrated Equity Alpha Wrap16.5215.52
Dorsey Wright Sys Reltv Strength Agg17.1215.41
Curran Mid Cap Core Growth Equity16.1915.36
William Blair Small-Mid Cap Growth16.3415.24
Large Value1 year gross return1 year net return
O'Shaughnessy Market Leaders Core20.0619.55
PVG U.S. Value19.9419.18
TWIN Dividend Select (Low Vol)19.4319.03
AJO Top Cap19.0418.83
Cognios TE Quantitative Large Cap Value18.8218.82
Brandywine Dynamic Large Cap Value19.1218.35
Invesco (IVZ) US Quantitative Core18.9518.31
WFAM Golden Disciplined US Div Yield18.5017.80
Avalon U.S. Value Equity17.4417.76
Alpha Quant Value Equity18.8217.55
Large Value5 year gross return5 year net return
Alpha Quant Value Equity16.8015.53
Levin Capital All-cap15.8914.75
AJO Top Cap14.6514.39
OFI Global Revenue Weighted Dividend14.0313.71
Manning & Napier Disciplined Value-U.S.14.1413.49
WFAM Golden Disciplined US Div Yield13.6513.49
Martingale LargeCap Core 50013.9713.40
TWIN Dividend Select (Low Vol)13.7713.38
Convergence Unbiased Enhanced Index13.5613.36
O'Shaughnessy Market Leaders Core13.9613.34
Mid-Cap Value5 year gross return5 year net return
DOMO Concentrated All Cap Value23.8621.86
Levin Capital Mid-cap17.1716.02
Shapiro Capital All Cap Opportunity16.5115.45
Smith Graham Mid-Cap Value15.2014.34
MAP US Multi-Cap Value Composite14.9113.80
Clifford Capital All-Cap Value14.4213.74
AJO Managed Volatility13.5213.32
Sycamore Mid Cap Value Comp14.0013.15
Martingale MidCap Core13.5512.78
Smith Graham SMID (Small/Mid) Cap Value13.5612.73
Small Value1 year gross return1 year net return
Brandywine Small Mid Cap Val Eq27.2626.15
Brandywine Institutional Small Cap Value22.9421.75
Bridgeway Small Cap Value17.6716.98
AJO Small Cap15.5815.22
Snow Capital Mgt Small Cap Value Eq15.9914.90
Triad Small-Cap Equity15.3414.81
O'Shaughnessy Micro Cap15.6914.53
DePrince, Race & Zollo, Micro Cap Val15.4414.35
Huber Select SMID Cap Value14.3913.98
BirdRock Small Cap Value14.8413.82
Small Value5 year gross return5 year net return
Hotchkis & Wiley -Small Cap Divsfd Value13.9113.13
Opus Cap Small Cap Value Plus13.4312.97
Sycamore Small Cap Value Comp14.0612.95
O'Shaughnessy Micro Cap14.1112.93
Fuller & Thaler Small-Cap Value13.1212.67
Jacobs Levy Sm Cap Val (R 2500 Val)13.2412.30
Foundry Partners Micro Cap Value13.1612.10
WFAM Special US Small Cap Value Eq13.1512.03
BMO Disciplined SCV Composite12.7511.77
AB Small Cap Value Equity12.8811.77
Bear Market1 year gross return1 year net return
Triboro Alternative-4.23-4.23
Bear Market5 year gross return5 year net return
Triboro Alternative0.000.00
Financial1 year gross return1 year net return
Manole Fin Tech24.0122.82
ZPR Volume Winners12.6211.08
ZPR Volume Value7.615.91
McKinley Capital Business Development Co4.143.04
Confluence BDC-Wrap3.642.15
Financial5 year gross return5 year net return
ZPR Volume Value19.6117.69
ZPR Volume Winners18.3716.50
Confluence BDC-Wrap5.323.88
Manole Fin Tech0.000.00
McKinley Capital Business Development Co0.000.00
Health1 year gross return1 year net return
Nicholas Inv-Healthcare Opportunities39.4133.38
Janus Henderson Global Life Sciences18.3217.59
Financial Trust Health Value11.189.80
Health5 year gross return5 year net return
Janus Henderson Global Life Sciences16.4615.73
Financial Trust Health Value13.2011.80
Nicholas Inv-Healthcare Opportunities0.000.00
Natural Resources1 year gross return1 year net return
GMO Resources Strategy16.5015.76
Wellington Global Natural Resources14.9113.78
Investec Global Natural Res Composite12.4311.60
Cohen & Steers Natural Resources10.9510.23
Jennison Global Natural Resources8.678.04
KBIGI Global Resource Solution3.582.70
Financial Trust Global Resources-2.06-3.28
SailingStone Global Natural Resources-14.10-14.71
Natural Resources5 year gross return5 year net return
GMO Resources Strategy6.185.49
Cohen & Steers Natural Resources2.762.09
Wellington Global Natural Resources1.670.66
Investec Global Natural Res Composite1.150.35
Financial Trust Global Resources-0.78-2.01
Jennison Global Natural Resources-3.55-3.94
SailingStone Global Natural Resources-9.07-9.67
KBIGI Global Resource Solution0.000.00
Equity Precious Metals1 year gross return1 year net return
WFAM Precious Metals-20.59-21.36
GAMCO Gold-23.64-24.28
Equity Precious Metals5 year gross return5 year net return
GAMCO Gold-3.15-4.10
WFAM Precious Metals-4.91-5.82
Real Estate1 year gross return1 year net return
Ranger Global Real Estate9.899.02
Anchor REIT7.587.06
Sterling Stratton Real Estate Composite7.166.47
PGI Real Estate Equity Securities7.036.45
Cohen & Steers US Realty Total Return6.815.95
CenterSquare REIT Separate Account5.845.39
Morgan Stanley U.S Real Estate6.225.29
LaSalle U.S. Real Estate Securities5.915.27
Cohen & Steers US Realty Focus5.875.11
Heitman US RE Securities5.645.08
Real Estate5 year gross return5 year net return
Cohen & Steers US Realty Focus13.5912.63
Heitman US Focused RE Securities11.8211.09
Heitman US RE Securities11.5711.05
Anchor REIT11.2810.70
PGI Real Estate Equity Securities11.2410.63
CenterSquare REIT Separate Account10.7510.21
Sterling Stratton Real Estate Composite10.6810.03
Chilton Capital REIT10.9610.01
Cohen & Steers US Realty Total Return10.719.80
Wellington Real Estate Securities10.489.66
Utilities1 year gross return1 year net return
MFS Utilities Equity4.994.33
Miller/Howard – Utilities Plus4.713.67
Wellington Enduring Assets1.781.18
Utilities5 year gross return5 year net return
Miller/Howard – Utilities Plus9.968.88
Wellington Enduring Assets8.417.57
MFS Utilities Equity6.896.20
Aggressive Allocation1 year gross return1 year net return
Dorsey Wright Sys Reltv Strength Bal21.9820.90
Niemann Risk Managed US Equity21.7019.47
Nuveen Stable Gr Bal Advsr Spnsrd21.7918.25
Congress Asset Mgt Multi-Cap Balanced16.5716.15
Atalanta Sosnoff Balanced16.3115.78
NorthCoast Growth15.9014.69
Calamos US Opportunities Composite15.3714.61
Eads & Heald Wealth Managment Bal14.6213.67
Clark Navigator MultiStrategy 75-2513.7313.33
Herzfeld US Equity Closed-End14.3513.24
Aggressive Allocation5 year gross return5 year net return
Dorsey Wright Sys Reltv Strength Bal13.2212.03
Clark Navigator MultiStrategy 75-2511.5111.12
Kensington Income Equity10.6310.56
Atalanta Sosnoff Balanced11.1410.40
Niemann Risk Managed US Equity12.2110.11
Calamos US Opportunities Composite10.7410.01
Eads & Heald Wealth Managment Bal10.669.74
NorthCoast Growth10.619.36
ASAP Conservative Growth Strategy9.238.98
Nuveen Stable Gr Bal Advsr Spnsrd12.278.98
Bank Loan1 year gross return1 year net return
DDJ Bank Loan Strategy8.878.29
Octagon Senior Secured Credit7.436.72
Eaton Vance (EV) Mgt Senior Secured Floating6.285.79
Columbia Bank Loan Strategy6.335.66
OFI Global Senior Loans6.175.66
Barings U.S. Senior Secured Loans6.185.64
Pacific Corporate Bank Loan Composite5.785.53
Loomis Sayles Sr Floating Rate and FI5.985.45
Lord Abbett & Co. Bank Loan5.845.16
PGIM Fixed Inc US Sr Sec Loans Composite5.725.14
Small Value1 year gross return1 year net return
Brandywine Small Mid Cap Val Eq27.2626.15
Brandywine Institutional Small Cap Value22.9421.75
Bridgeway Small Cap Value17.6716.98
AJO Small Cap15.5815.22
Snow Capital Mgt Small Cap Value Eq15.9914.90
Triad Small-Cap Equity15.3414.81
O'Shaughnessy Micro Cap15.6914.53
DePrince, Race & Zollo, Micro Cap Val15.4414.35
Huber Select SMID Cap Value14.3913.98
BirdRock Small Cap Value14.8413.82
Mid-Cap Value5 year gross return5 year net return
DOMO Concentrated All Cap Value23.8621.86
Levin Capital Mid-cap17.1716.02
Shapiro Capital All Cap Opportunity16.5115.45
Smith Graham Mid-Cap Value15.2014.34
MAP US Multi-Cap Value Composite14.9113.80
Clifford Capital All-Cap Value14.4213.74
AJO Managed Volatility13.5213.32
Sycamore Mid Cap Value Comp14.0013.15
Martingale MidCap Core13.5512.78
Smith Graham SMID (Small/Mid) Cap Value13.5612.73
Large Value1 year gross return1 year net return
O'Shaughnessy Market Leaders Core20.0619.55
PVG U.S. Value19.9419.18
TWIN Dividend Select (Low Vol)19.4319.03
AJO Top Cap19.0418.83
Cognios TE Quantitative Large Cap Value18.8218.82
Brandywine Dynamic Large Cap Value19.1218.35
Invesco US Quantitative Core18.9518.31
WFAM Golden Disciplined US Div Yield18.5017.80
Avalon U.S. Value Equity17.4417.76
Alpha Quant Value Equity18.8217.55
Large Value5 year gross return5 year net return
Alpha Quant Value Equity16.8015.53
Levin Capital All-cap15.8914.75
AJO Top Cap14.6514.39
OFI Global Revenue Weighted Dividend14.0313.71
Manning & Napier Disciplined Value-U.S.14.1413.49
WFAM Golden Disciplined US Div Yield13.6513.49
Martingale LargeCap Core 50013.9713.40
TWIN Dividend Select (Low Vol)13.7713.38
Convergence Unbiased Enhanced Index13.5613.36
O'Shaughnessy Market Leaders Core13.9613.34
Mid-Cap Growth1 year gross return1 year net return
Morgan Stanley Mid-Cap Growth Strategy46.9745.80
Advisory Research U.S. Mid Cap Growth46.5845.39
Stephens SMID Select Growth40.6540.27
Summit Creek SMid Cap Growth39.3438.04
Macquarie Mid Cap Growth36.5035.70
Crow Point Mid Cap Growth35.5235.52
Kayne Anderson Rudnick Mid Sustain Gr35.7134.75
AB US SMID Cap Growth35.5934.33
Night Owl All Cap35.1433.60
ClearBridge SMID Cap Growth34.5233.41
Large Growth1 year gross return1 year net return
Morgan Stanley Multi Cap Growth48.8647.48
Baillie Gifford US Equities45.9745.12
Elemental Capital Focused Growth43.3440.94
Ithaka Growth Portfolio40.0639.41
MRM All Domestic Equity39.9938.37
Morgan Stanley Growth38.8437.87
Baron High Growth Strategy39.0337.71
Zevenbergen Growth Equity37.9637.50
Next Century Growth Large Cap37.9737.15
Peregrine Capital Mgt Large Cap Growth36.7036.11
Large Growth5 year gross return5 year net return
ARI Global Opportunities (ESG)21.2721.27
Peregrine Capital Mgt Large Cap Growth20.8120.29
Baillie Gifford US Equities20.8120.08
Morgan Stanley Multi Cap Growth21.0719.90
Edgewood Mgt Lg-Cap Gr20.6419.63
Morgan Stanley Growth20.2619.38
Cognios Quantitative Large Cap Growth19.9219.31
Polen Focus Growth19.7619.15
LEIA CBI18.7018.70
Cookson Peirce All-Cap Equity MA19.0718.49
Small Blend1 year gross return1 year net return
Quantum Micro Cap27.5225.65
Wellington Small Cap Opportunities26.6725.53
Jacobs Levy Small Cap (S&P 600)25.9724.93
Reinhart Partners Genesis PMV25.7424.76
Fuller & Thaler Small-Cap Core24.8224.19
Calvert Small Cap Core Strategy20.0923.39
Wakefield Small Cap Equity24.8023.25
Pacific Income Small Cap Core24.3323.11
Investment Management of Virginia Sm Cap23.6622.98
Algert US Small Cap22.9721.89
Small Blend5 year gross return5 year net return
Jacobs Levy Small Cap (S&P 600)17.7716.80
Wakefield Small Cap Equity17.9116.37
Fuller & Thaler Small-Cap Core16.0215.25
Algert US Small Cap15.9814.96
Wellington Small Cap Opportunities15.7114.68
Jacobs Levy Small Cap (Russell 2000)15.3414.38
Piedmont Optimized SMid Core14.5414.13
361 U.S. Small Cap Equity14.7813.73
Martingale Low Volatility SmallCap+14.6213.54
Systematic Small Cap Free Cash Flow14.5413.46
Mid-Cap Blend1 year gross return1 year net return
Great Lakes Disciplined SMidCap22.6922.17
WFAM Select Equity22.8721.67
Calvert U.S. Mid Cap Core Resp Index15.2020.50
Great Lakes SMidCap ESG21.0320.23
CRM Small/Mid Cap Value Separate Account20.1619.55
Boston Trust Mid Cap Equity19.9618.83
Boston Trust SMID Cap Equity19.1418.02
CRM Mid Cap Value Separate Account18.6617.85
New Amsterdam Md-Cap Active Eq17.5717.19
Janus Henderson Opportunistic Alpha17.9417.19
Mid-Cap Blend5 year gross return5 year net return
LaSalle Street SMID15.3514.23
Bahl & Gaynor - Small/Mid Cap Income Gr14.3213.99
Zacks Mid-Cap Core Strategy14.8013.98
EARNEST Mid Cap Value14.5213.37
Scout Mid Cap Equity14.1213.23
Clarkston Capital SMID Composite13.7513.18
EARNEST Md-Cap14.3113.16
Fisher Small and Mid Cap Value13.7812.98
OakBrook Mid-Cap13.0212.78
River Road Focused Absolute Value Comp13.4012.76
Long/Short Equity1 year gross return1 year net return
Cognios Quantitiatve Long-Short Growth42.5242.52
QMA US Core Equity Extended17.0816.33
Epoch Global Absolute Return16.8315.51
PVG Dynamic Core ETF16.7215.43
Robinson Market Opportunity16.0915.13
Astor Dynamic Allocation13.7511.50
Quantum Hedged Equity11.2810.35
Horizon Focused ETF with Risk Assist10.939.14
Wellington Hedged Alpha Opportunities8.457.63
Horizon Growth ETF with Risk Assist9.317.57
Long/Short Equity5 year gross return5 year net return
QMA US Core Equity Extended16.6315.88
WFAM Analytic Global Long/Short Eq10.7910.19
PVG Dynamic Core ETF8.607.29
Astor Dynamic Allocation9.237.20
Robinson Market Opportunity7.676.76
Epoch Global Absolute Return8.016.72
Horizon Focused ETF with Risk Assist8.366.31
Calamos Phineus Long/Short Composite7.566.09
Boston Partners Research Equity Comp7.095.77
Quantum Hedged Equity6.935.75
Leveraged Net Long1 year gross return1 year net return
Large Cap Core 130/3019.1919.83
Chicago Equity Large Cap 130/3019.9519.24
PVG Global Macro Portfolio20.6319.20
LA Capital U.S. Large Cap Active Exten17.1216.89
Martingale 130/30 LargeCap Growth17.5916.81
Numeric Investors Amplified Core 130/3017.4816.55
Constantia Large Cap 130/3016.6515.96
Lazard Global 130/3016.3215.33
AJO Top Cap Absolute Value 130/3015.0314.53
MacKay Shields US Equity Opportunities15.1214.44
World Stock5 year gross return5 year net return
Morgan Stanley Global Opportunity20.9219.55
Baillie Gifford Long Term Global Growth18.7717.95
Jennison Global Equity Opportunities15.6814.82
T. Rowe Price Glb Focused Growth Equity15.1414.43
Marsico Non-Taxable Global Growth14.9013.75
Hardman Johnston Global Equity14.4713.66
DSM Global Growth Equity14.3913.34
Harding Loevner World Equity Composite13.4112.97
WCM Quality Global Growth13.4412.94
Wellington Global Growth13.3512.50
Foreign Large Growth1 year gross return1 year net return
Franklin EAFE Plus Equity13.8513.17
Morgan Stanley International Advantage14.4013.15
Sierra Franklin EAFE Plus Equity13.8313.04
ARI EAFE12.9612.96
WCM Focused Growth International ADR13.4912.82
Redwood International Developed Markets12.3412.06
WCM Inv Mgt Focused Growth Intl12.4911.75
Polen International Growth - ADR11.8111.22
Polen International Growth12.0311.11
Jennison Intl Eq Opportunities Cmpst11.2910.72
Latin America Stock1 year gross return1 year net return
Financial Trust Latin Value Momentum-2.17-3.38
Ashmore Latin America Small Cap Equity-9.47-10.86
T. Rowe Price Latin America Equity-13.91-14.65
Latin American Equity-13.89-14.75
Morgan Stanley Latin America Equity-14.79-15.39
Latin America Stock5 year gross return5 year net return
Financial Trust Latin Value Momentum9.378.02
T. Rowe Price Latin America Equity-0.80-1.64
Latin American Equity-1.95-2.93
Morgan Stanley Latin America Equity-3.04-3.46
Ashmore Latin America Small Cap Equity-2.34-3.88
Europe Stock1 year gross return1 year net return
Intech European Large Cap Core8.127.56
T. Rowe Price Europe Smaller Comp Equity5.664.91
MFS® European Research Equity4.954.33
Acadian European Equity Composite4.223.44
NS Partners European Equity4.013.39
PGI European Equity2.962.54
FIIG European Equity3.032.09
Numeric Investors Europe Core2.681.92
BNP Paribas Europe High Conviction Eqty2.251.84
Financial Trust Europe ValueMomentum2.961.70
Japan Stock1 year gross return1 year net return
T. Rowe Price Japan Equity17.2716.63
Baillie Gifford Japan Growth16.2815.59
Baillie Gifford Japanese All Cap13.7313.00
Dalton Japan Long Only Composite13.7812.71
Burgundy Focus Asian Composite13.1112.03
Burgundy Asian (All Cap) Composite12.6811.57
DaiwaSB Japan Eq Value Plus Alpha10.6510.02
MFS® Japan Equity10.149.43
DaiwaSB Japan Eq Fundamental Active9.819.19
FIAM Japan Growth10.059.18
Japan Stock5 year gross return5 year net return
DaiwaSB Japan EqSmall Cap Absolute Value18.8818.06
Burgundy Asian (All Cap) Composite14.5113.38
DaiwaSB Japan Eq MidSm Cap GARP13.7012.91
Burgundy Focus Asian Composite13.5312.64
Dalton Japan Long Only Composite13.5812.47
Usonian Japan Value13.5812.27
Daiwa Japan Equity High Conviction Value12.6412.08
T. Rowe Price Japan Equity12.2811.65
Baillie Gifford Japanese All Cap11.4410.73
Brandes Japan Equity11.4310.53
Diversified Pacific/Asia1 year gross return1 year net return
Horizon Asia Institutional8.747.65
ARI Asia Pacific5.215.21
Sit Inv Pac Basin4.533.60
WFAM SF Global Asia Pacific Equity3.242.42
Accuvest Asian Advantage2.431.72
Financial Trust Asia ValueMomentum1.630.37
Dalton Asia Pacific Long Only Composite-1.27-1.88
ZPR All Asian-3.04-4.16
Diversified Pacific/Asia5 year gross return5 year net return
ARI Asia Pacific11.6211.62
Financial Trust Asia ValueMomentum11.6010.22
WFAM SF Global Asia Pacific Equity7.616.76
Dalton Asia Pacific Long Only Composite7.636.56
Sit Inv Pac Basin6.966.00
Accuvest Asian Advantage5.274.71
ZPR All Asian5.904.60
Horizon Asia Institutional4.893.84
Intermediate Government1 year gross return1 year net return
Semper Active Mortgage-Backed Securities1.601.24
Garcia Hamilton Government/Credit0.320.10
CCM Fixed Income Portfolio-0.14-0.64
Community Core Fixed Income Composite-0.49-0.92
Great Lakes Core Government Only-0.86-0.95
M.D. Sass Core Fix-Inc-0.73-1.01
Amalgamated Bank Intermediate Duration-0.80-1.05
Eagle Government Securities Inst-0.59-1.11
DBF Intermediate Duration Govt/Agency-0.98-1.13
MFS US Government Fixed Income-0.85-1.13
Intermediate-Term Bond5 year gross return5 year net return
Spectrum Preferred Securities6.976.71
Ross Sinclaire Taxable Total Return5.665.14
PIMCO Diversified Income5.614.89
Piedmont Inv Advisors Yld Advantage Agg2.534.61
PIMCO Global Invstm Grade Corporate4.764.28
Morgan Stanley Core Plus Fix-Inc4.894.25
EARNEST Fixed Income Long Duration4.554.19
BBH Core Fixed Income4.324.06
Templeton Taxable Municipal Intermediate4.284.02
Aegon Structured Finance4.283.99
Short Government5 year gross return5 year net return
JP Morgan Mortgage Backed Securities2.742.46
Morgan Stanley U.S. Mortgage2.502.36
Sit Inv Short Dur Strat2.241.83
RBC Access Capital Community Invmt2.241.83
Victory INCORE Short Government1.731.37
Garcia Hamilton Short Duration1.421.29
M.D. Sass 3-Year FI1.621.24
M.D. Sass 2-Year FI1.371.12
MPI Inv Mgt US Fix-Inc1.520.97
WFAM Montgomery US Short Duration FI1.170.71
Short-Term Bond5 year gross return5 year net return
Manulife AM Strategic Fixed Income Opp4.033.61
Crossmark Income Opportunities3.913.57
Post Limited Term High Yield Comp4.163.48
Frost Intermediate Taxable Composite3.943.47
Newfleet Multi-Sector Short Dur Cpst3.182.69
Manulife AM US Strategic Fixed Income3.072.65
Advisors Capital Mgt Fixed Income3.212.48
PIMCO Mortgage Unconstrained2.842.46
Thornburg Limited Term Income Sep Acct2.792.42
Dodge & Cox Intermediate FI Composite2.732.41
Ultrashort Bond5 year gross return5 year net return
Schroders Enhanced Securitized5.995.46
FIAM Leveraged Loan Composite4.564.03
BNP Paribas Mortgage Alpha3.643.13
PIMCO Short Term2.291.87
Pioneer Multi-Asset Ultrashort Income2.021.76
Western Asset Mgt US Enhanced Cash1.631.45
Seix Ultra Short1.491.27
Payden & Rygel Enhanced Cash Long1.321.16
Federated Active Cash Moderate FI Comp1.361.09
Logan Circle STAMP Cash Plus1.211.06
Long Government1 year gross return1 year net return
Ryan Labs Long Treasury-2.04-2.25
JPM Long Duration-1.99-2.40
TCW Long Duration Gov-3.04-3.12
Hillswick Long Duration Government-2.98-3.33
PIMCO Long Duration Treasury-3.06-3.51
SSgA Long U.S. Govt Bond Index Strategy-3.51-3.56
DoubleLine Long Duration Total Return-2.84-3.59
Hoisington Inv Mgt Macroeconomic FI Comp-3.57-3.76
Aegon Long US Treasury Strips-4.04-4.18
Short Government5 year gross return5 year net return
JP Morgan Mortgage Backed Securities2.742.46
Morgan Stanley U.S. Mortgage2.502.36
Sit Inv Short Dur Strat2.241.83
RBC Access Capital Community Invmt2.241.83
Victory INCORE Short Government1.731.37
Garcia Hamilton Short Duration1.421.29
M.D. Sass 3-Year FI1.621.24
M.D. Sass 2-Year FI1.371.12
MPI Inv Mgt US Fix-Inc1.520.97
WFAM Montgomery US Short Duration FI1.170.71
Long Government1 year gross return1 year net return
Ryan Labs Long Treasury-2.04-2.25
JPM Long Duration-1.99-2.40
TCW Long Duration Gov-3.04-3.12
Hillswick Long Duration Government-2.98-3.33
PIMCO Long Duration Treasury-3.06-3.51
SSgA Long U.S. Govt Bond Index Strategy-3.51-3.56
DoubleLine Long Duration Total Return-2.84-3.59
Hoisington Inv Mgt Macroeconomic FI Comp-3.57-3.76
Aegon Long US Treasury Strips-4.04-4.18
Inflation-Protected Bond5 year gross return5 year net return
BNP Paribas GlobalInflationLinked Bonds4.073.81
Laffer Investments US Inflation Strategy3.442.42
PIMCO Real Ret Asset Long Duration2.842.30
Neuberger Berman TIPS1.591.57
Standish Global TIPS1.511.44
Standish US TIPS Barclays1.461.40
BBH U.S. TIPS1.531.38
Northern Trust TIPS1.431.32
IR+M TIPS1.401.30
Ryan Labs Inflation Index1.571.28
Stable Value1 year gross return1 year net return
PIMCO Stable Value (BV)3.142.95
Invesco Stable Value2.362.16
Putnam Stable Value Composite2.412.16
Standish Stable Value2.272.16
Galliard Stable Value Composite2.281.90
Stable Value5 year gross return5 year net return
PIMCO Stable Value (BV)3.082.87
Standish Stable Value2.202.10
Invesco Stable Value2.101.89
Putnam Stable Value Composite2.091.85
Galliard Stable Value Composite2.001.60
Conservative Allocation1 year gross return1 year net return
MCA Conservative Portfolios21.9621.00
AAM Credit Opportunities14.4312.98
AllianzGI Income & Growth11.8711.40
Copeland Large Cap Div Growth Balanced12.8511.20
Clark Navigator MultiStrategy 50-5010.049.65
ASAP Balanced Strategy6.836.57
Mesirow Active Risk Managed6.656.27
iSectors Tactical Glbl Bal Allocation7.046.19
FEG Moderate Growth Portfolio6.796.03
Taxable Frontier Asset Mgmt Balanced6.556.02
Moderate Allocation1 year gross return1 year net return
MCA Balanced Portfolios28.1127.29
WJA Equity Oriented (Balanced) Composite19.9419.16
Johnson Institutional Mgt Enhanced Index16.1115.74
C.J. Lawrence Balanced Strategy17.0415.46
Congress Asset Mgt Balanced16.0015.39
Janus Henderson Balanced14.6914.15
Full Duration Balanced14.3213.93
Granite Balanced14.5613.81
Calvert Balanced Strategy11.0113.29
Montag & Caldwell Balanced13.3713.04
Moderate Allocation5 year gross return5 year net return
Johnson Institutional Mgt Enhanced Index14.0913.77
MCA Balanced Portfolios13.9013.11
C.J. Lawrence Balanced Strategy11.5110.33
Congress Asset Mgt Balanced10.529.82
WJA Equity Oriented (Balanced) Composite10.429.73
Sit Inv Balanced10.399.57
Janus Henderson Balanced10.049.50
Dodge & Cox Balanced Composite9.579.33
CCM Core Balanced10.049.23
Investment Management of Virginia Balanc9.779.21
Target Date 2016-20201 year gross return1 year net return
FIAM Index Target Date 2020 Composite6.786.71
Target Date 2016-20205 year gross return5 year net return
FIAM Index Target Date 2020 Composite6.716.59
Target Date 2021-20251 year gross return1 year net return
Sage Target Date 2025 Fund4.213.79
Target Date 2021-20255 year gross return5 year net return
Sage Target Date 2025 Fund6.045.62
Target Date 2031-20351 year gross return1 year net return
Sage Target Date 2035 Fund7.487.05
Target Date 2031-20355 year gross return5 year net return
Sage Target Date 2035 Fund7.547.11
Target Date 2041-20451 year gross return1 year net return
Sage Target Date 2045 Fund9.629.18
Target Date 2041-20455 year gross return5 year net return
Sage Target Date 2045 Fund8.448.01
Retirement Income1 year gross return1 year net return
Horizon Hybrid Real Spend 77.997.68
Horizon Hybrid Real Spend 67.327.01
Horizon Real Spend 77.466.42
Horizon Hybrid Real Spend 56.626.31
Horizon Real Spend 66.925.88
Horizon Real Spend 56.585.54
Horizon Hybrid Real Spend 45.775.46
Horizon Real Spend 45.854.82
Horizon Hybrid Real Spend 34.974.66
Texas Retirement Income Strategy4.594.44