INTERACTIVE

Top performing managers by category: separate accounts, 1st Quarter 2019

Mid-Cap Blend5 year gross return5 year net return
Chicago Equity Mid Cap Core - Extended12.5011.95
Chicago Equity Md-Cap Core Eq12.0611.50
Blackrock (BLK) Russ 3000 Alpha Tilts Compt11.3010.96
River Road Focused Absolute Value Comp11.3110.71
Clarkston Capital SMID Composite10.9310.39
The London Co Mid Cap10.8410.37
Zacks Mid-Cap Core Strategy11.1310.34
Bahl & Gaynor - Small/Mid Cap Income Gr10.5510.19
EARNEST Md-Cap11.2810.16
Boston Trust Mid Cap Equity11.0510.00
Small Blend1 year gross return1 year net return
Chicago Equity Small Cap Core20.2820.03
Quantum Micro Cap20.0218.25
Gyroscope SMID Cap Low Vol Portfolio18.5717.04
MFS Blended Research US Small Cap11.2610.62
Segall Bryant Small Cap Value11.0710.16
Wellington Small Cap Opportunities10.839.86
Neuberger Berman Smid Cap Intrinsic Val10.409.25
Segall Small Cap Value Concentrated9.569.12
Burgundy US Small Cap Value Composite10.038.98
Julex Risk Managed TrueAlpha Small Cap9.728.63
Small Blend5 year gross return5 year net return
Jacobs Levy Small Cap (S&P 600)12.7511.81
Chicago Equity Small Cap Core12.1511.71
Quantum Micro Cap12.9811.31
SGI U.S. Small Cap Low Volatility Eq11.1610.75
WCM Focused Small Cap10.7210.53
Martingale Low Volatility SmallCap+11.3110.28
Wakefield Small Cap Equity11.6010.19
Calvert Small Cap Core Strategy10.2310.12
Jacobs Levy Small Cap (Russell 2000)11.0310.10
LaSalle Street SMID11.1110.04
Large Growth1 year gross return1 year net return
Morgan Stanley (MS) Insight31.5230.31
Chicago Equity Lg-Cap Gr Eq30.0829.43
Atlanta High Quality Focused Growth24.6023.75
Ithaka Growth Portfolio23.6423.04
Commerce Large-cap Growth Composite15.1523.02
Polen Focus Growth23.4422.86
TCW New America Premier Equities23.2122.28
Atlanta High Quality Focused Growth Wrap24.7622.28
Elemental Capital Growth22.9820.82
The Boston Focused Large Cap Growth Eq21.5120.81
Large Growth5 year gross return5 year net return
Peregrine Capital Mgt Large Cap Growth19.2818.78
Morgan Stanley Insight19.1117.96
Polen Focus Growth17.5716.99
Morgan Stanley Growth17.5116.65
ARI Global Opportunities (ESG)16.5716.51
Edgewood Mgt Lg-Cap Gr17.2916.31
Baillie Gifford US Equities16.9316.22
Chicago Equity Lg-Cap Gr Eq16.6016.07
LEIA CBI15.9515.95
Loomis Sayles All Cap Growth16.1015.55
Mid-Cap Growth1 year gross return1 year net return
Morgan Stanley Discovery30.9929.95
Elemental Capital Small and Mid-Cap Gr29.3526.91
Night Owl All Cap23.7522.33
Kayne Anderson Rudnick Mid Sustain Gr20.3219.44
TFCM Core Growth20.7319.40
Summit Creek SMid Cap Growth19.8318.69
Wellington Focused Mid Cap Growth18.9517.91
Stephens SMID Hybrid Growth18.1316.95
Advisory Research U.S. Mid Cap Growth17.7716.80
Stephens SMID Cap Growth17.5316.61
Small Growth5 year gross return5 year net return
Kayne Anderson Rudnick SC Sustain Growth22.0620.87
Kayne Anderson Rudnick SC Quality Select21.4919.98
Granahan Inv Mgt - Sm Cap Focused Grth20.4319.66
Friess Small Cap Growth15.7314.72
Brown Capital Small Company15.5614.55
Chicago Equity Small Cap Growth14.9814.31
Driehaus Small Cap Growth15.2314.23
Ashford Small Company Growth14.9914.17
Driehaus Micro Cap Growth14.7613.63
Granite Small Growth Equity14.3313.20
Large Value1 year gross return1 year net return
Chicago Equity Lg-Cap Value19.3418.75
Dearborn High and Rising Dividends17.9716.14
Madison Dividend Income14.7613.97
BMO Disciplined US Low Volatility Equity14.1813.67
The London Co. Income Equity14.0913.66
Cognios TE Quantitative Large Cap Value13.3913.39
GLOBALT Equity Income12.8812.88
Crawford Inv Counsel Dividend Yield13.1912.71
OFI Global Revenue Weighted Dividend12.8512.58
Northern Trust QDF Defensive12.8112.31
Large Value5 year gross return5 year net return
OFI Global Revenue Weighted Dividend11.8411.53
Goldman Sachs Enhanced Large-Cap11.8011.47
PGFG Focused Equity12.6411.32
Conning High Dividend Equity11.7511.31
Manning & Napier Disciplined Value-U.S.11.5910.96
AJO Top Cap11.1410.90
GLOBALT Equity Income11.4310.82
Levin Easterly All Cap Value11.9210.82
WFAM Golden Disciplined US Div Yield10.9710.75
PVG U.S. Value11.2510.49
Mid-Cap Value5 year gross return5 year net return
Levin Easterly Mid Cap Value13.1312.01
Shapiro Capital All Cap Opportunity12.6611.63
DOMO Concentrated All Cap Value13.3011.44
MAP US Multi-Cap Value Composite12.3811.28
Clifford Capital All-Cap Value11.3310.69
Nuance Mid Cap Value Separate Account10.269.54
Sycamore Mid Cap Value Comp10.349.52
AJO Managed Volatility9.469.28
Anchor Mid Cap Value Institutional10.019.27
TSW Mid-Cap Value9.549.11
Small Value5 year gross return5 year net return
Opus Cap Small Cap Value Plus10.059.56
Pacific Ridge Capital Ptnrs Micro Cp Val10.678.97
Sycamore Small Cap Value Comp9.868.78
Jacobs Levy Sm Cap Val (R 2500 Val)8.847.93
Fuller & Thaler Small-Cap Value8.187.74
PPM Small Capitalization Value Equity8.567.64
Hotchkis & Wiley -Small Cap Divsfd Value8.127.44
Perkins Small Cap Value8.297.33
Denali Network Value Small8.317.24
Denali Network Value Micro8.557.22
Bear Market1 year gross return1 year net return
Federated Alternative Bear Equity Comp-14.02-15.10
Bear Market5 year gross return5 year net return
Federated Alternative Bear Equity Comp-10.86-12.14
Financial1 year gross return1 year net return
Confluence BDC-Wrap13.9812.32
McKinley Capital Business Development Co9.568.22
Manole Fin Tech7.576.51
ZPR Volume Winners1.830.52
ZPR Volume Value1.780.12
Penn Capital FinTech Catalyst-7.07-7.27
J.P. Morgan Global Bank Opportunities0.000.00
Financial5 year gross return5 year net return
ZPR Volume Value16.3314.46
ZPR Volume Winners13.8712.09
Penn Capital FinTech Catalyst10.4710.19
Confluence BDC-Wrap5.143.66
McKinley Capital Business Development Co0.000.00
Manole Fin Tech0.000.00
J.P. Morgan Global Bank Opportunities0.000.00
Health1 year gross return1 year net return
ARK Genomic Revolution31.1130.15
Nicholas Inv-Healthcare Opportunities23.7520.69
Janus Henderson Global Life Sciences14.8514.13
Financial Trust Health Value-4.11-5.30
Health5 year gross return5 year net return
Janus Henderson Global Life Sciences12.3211.61
Financial Trust Health Value6.725.41
ARK Genomic Revolution0.000.00
Nicholas Inv-Healthcare Opportunities0.000.00
Natural Resources1 year gross return1 year net return
GMO Resources Strategy3.602.90
Wellington Global Natural Resources3.062.01
Cohen & Steers Natural Resources2.061.38
KBIGI Global Resource Solution0.40-0.45
Investec Global Natural Res Composite-0.57-1.32
The Boston Global Natural Resources-5.61-6.35
Jennison Global Natural Resources-10.41-11.08
Financial Trust Global Resources-20.65-21.63
SailingStone Global Natural Resources-39.41-39.88
Equity Precious Metals1 year gross return1 year net return
WFAM Precious Metals4.633.64
GAMCO Gold2.851.87
Equity Precious Metals5 year gross return5 year net return
GAMCO Gold0.22-0.74
WFAM Precious Metals-0.07-1.02
Real Estate1 year gross return1 year net return
Adelante NewCORE Strategy23.1822.33
GSI Public Real Estate Composite21.9421.39
Cohen & Steers US Realty Total Return22.2421.28
Heitman US Focused RE Securities21.8521.10
LaSalle U.S. Real Estate Securities21.6920.97
Brookfield US Rl Estate Secs Value Inc20.7420.81
Heitman US RE Securities21.2020.50
AEW U.S. Diversified REIT Strategy20.7819.99
Sterling Stratton Real Estate Composite20.7319.96
CenterSquare REIT Separate Account19.9519.43
Real Estate5 year gross return5 year net return
Cohen & Steers US Realty Focus13.3312.39
Heitman US Focused RE Securities11.7711.04
Heitman US RE Securities11.3610.83
PGI Real Estate Equity Securities11.1910.59
Anchor REIT11.0410.47
Sterling Stratton Real Estate Composite10.8910.23
GSI Public Real Estate Composite10.5810.01
Cohen & Steers US Realty Total Return10.839.92
Chilton Capital REIT10.789.84
CenterSquare REIT Separate Account10.369.83
Technology1 year gross return1 year net return
Zevenbergen Genea Growth25.3824.17
J.P. Morgan US Technology Leaders - MA21.3220.88
RS Science And Technology Composite18.8617.68
ARK Next Generation Internet18.5317.64
AllianzGI Global Technology Equity17.5516.41
Janus Henderson Global Technology14.5213.79
MFS Technology Equity14.0513.24
Oak Associates Technology Portfolio13.7112.01
Wellington Global Technology Opps12.4911.63
Columbia Global Technology Growth12.2911.17
Utilities1 year gross return1 year net return
Miller/Howard – Utilities Plus21.5820.39
MFS Utilities Equity16.9016.17
Utilities5 year gross return5 year net return
Miller/Howard – Utilities Plus9.608.51
MFS Utilities Equity6.515.82
Equity Energy5 year gross return5 year net return
Miller/Howard Drill Bit Burn Tip®-1.11-2.09
Miller/Howard Drill Bit Burn Tip® No K1s-1.25-2.24
Miller/Howard Drill Bit to Burner Tip®-1.18-4.12
Drill Bit to Burner Tip® No K1s SMA-1.27-4.20
Tortoise Select Energy Opportunity-4.03-4.94
Wellington Energy-4.88-5.84
Miller/Howard E&P Institutional Strategy-12.51-13.39
Orleans Energy Opportunities-14.54-15.41
Aggressive Allocation1 year gross return1 year net return
Securian AM Real Asset Income16.9416.23
Nuveen Stable Gr Bal Advsr Spnsrd13.059.73
Eads & Heald Wealth Managment Bal10.129.21
Congress Asset Mgt Multi-Cap Balanced8.998.57
Cashen Balanced8.657.78
Bartlett & Co. Socially Responsible Bal8.277.70
iSectors Post-MPT Growth Allocation8.167.30
Calamos US Opportunities Composite7.626.90
C.J. Lawrence Balanced Strategy8.086.48
Atalanta Sosnoff Balanced6.566.10
Bank Loan1 year gross return1 year net return
BNP Paribas Global Loans5.234.60
MacKay Hi Yld Floating Rate Composite4.233.60
Bain Capital Liquid Senior Loan3.973.60
Octagon Senior Secured Credit3.973.29
Penn Capital Def Floating Rate Inc3.663.23
TCW Bank Loans3.743.17
Pacific Corporate Bank Loan Composite3.573.06
Aegon Bank Loans3.583.01
T. Rowe Price Floating Rate Bank Loan3.533.01
Invesco (IVZ) Zodiac US Senior Loan Composite3.492.98
Mid-Cap Value5 year gross return5 year net return
Levin Easterly Mid Cap Value13.1312.01
Shapiro Capital All Cap Opportunity12.6611.63
DOMO Concentrated All Cap Value13.3011.44
MAP US Multi-Cap Value Composite12.3811.28
Clifford Capital All-Cap Value11.3310.69
Nuance Mid Cap Value Separate Account10.269.54
Sycamore Mid Cap Value Comp10.349.52
AJO Managed Volatility9.469.28
Anchor Mid Cap Value Institutional10.019.27
TSW Mid-Cap Value9.549.11
Large Value5 year gross return5 year net return
OFI Global Revenue Weighted Dividend11.8411.53
Goldman Sachs Enhanced Large-Cap11.8011.47
PGFG Focused Equity12.6411.32
Conning High Dividend Equity11.7511.31
Manning & Napier Disciplined Value-U.S.11.5910.96
AJO Top Cap11.1410.90
GLOBALT Equity Income11.4310.82
Levin Easterly All Cap Value11.9210.82
WFAM Golden Disciplined US Div Yield10.9710.75
PVG U.S. Value11.2510.49
Small Growth5 year gross return5 year net return
Kayne Anderson Rudnick SC Sustain Growth22.0620.87
Kayne Anderson Rudnick SC Quality Select21.4919.98
Granahan Inv Mgt - Sm Cap Focused Grth20.4319.66
Friess Small Cap Growth15.7314.72
Brown Capital Small Company15.5614.55
Chicago Equity Small Cap Growth14.9814.31
Driehaus Small Cap Growth15.2314.23
Ashford Small Company Growth14.9914.17
Driehaus Micro Cap Growth14.7613.63
Granite Small Growth Equity14.3313.20
Mid-Cap Growth1 year gross return1 year net return
Morgan Stanley Discovery30.9929.95
Elemental Capital Small and Mid-Cap Gr29.3526.91
Night Owl All Cap23.7522.33
Kayne Anderson Rudnick Mid Sustain Gr20.3219.44
TFCM Core Growth20.7319.40
Summit Creek SMid Cap Growth19.8318.69
Wellington Focused Mid Cap Growth18.9517.91
Stephens SMID Hybrid Growth18.1316.95
Advisory Research U.S. Mid Cap Growth17.7716.80
Stephens SMID Cap Growth17.5316.61
Large Growth1 year gross return1 year net return
Morgan Stanley Insight31.5230.31
Chicago Equity Lg-Cap Gr Eq30.0829.43
Atlanta High Quality Focused Growth24.6023.75
Ithaka Growth Portfolio23.6423.04
Commerce Large-cap Growth Composite15.1523.02
Polen Focus Growth23.4422.86
TCW New America Premier Equities23.2122.28
Atlanta High Quality Focused Growth Wrap24.7622.28
Elemental Capital Growth22.9820.82
The Boston Focused Large Cap Growth Eq21.5120.81
Large Growth5 year gross return5 year net return
Peregrine Capital Mgt Large Cap Growth19.2818.78
Morgan Stanley Insight19.1117.96
Polen Focus Growth17.5716.99
Morgan Stanley Growth17.5116.65
ARI Global Opportunities (ESG)16.5716.51
Edgewood Mgt Lg-Cap Gr17.2916.31
Baillie Gifford US Equities16.9316.22
Chicago Equity Lg-Cap Gr Eq16.6016.07
LEIA CBI15.9515.95
Loomis Sayles All Cap Growth16.1015.55
Small Blend5 year gross return5 year net return
Jacobs Levy Small Cap (S&P 600)12.7511.81
Chicago Equity Small Cap Core12.1511.71
Quantum Micro Cap12.9811.31
SGI U.S. Small Cap Low Volatility Eq11.1610.75
WCM Focused Small Cap10.7210.53
Martingale Low Volatility SmallCap+11.3110.28
Wakefield Small Cap Equity11.6010.19
Calvert Small Cap Core Strategy10.2310.12
Jacobs Levy Small Cap (Russell 2000)11.0310.10
LaSalle Street SMID11.1110.04
Mid-Cap Blend5 year gross return5 year net return
Chicago Equity Mid Cap Core - Extended12.5011.95
Chicago Equity Md-Cap Core Eq12.0611.50
Blackrock Russ 3000 Alpha Tilts Compt11.3010.96
River Road Focused Absolute Value Comp11.3110.71
Clarkston Capital SMID Composite10.9310.39
The London Co Mid Cap10.8410.37
Zacks Mid-Cap Core Strategy11.1310.34
Bahl & Gaynor - Small/Mid Cap Income Gr10.5510.19
EARNEST Md-Cap11.2810.16
Boston Trust Mid Cap Equity11.0510.00
Long/Short Equity1 year gross return1 year net return
Cognios Quantitiatve Long-Short Growth12.4712.47
BlackRock Alpha Advantage 500 Composite8.608.09
Robinson Market Opportunity8.397.49
AGFiQ Core ETF Absolute Return6.896.87
Trowbridge Dync Low Volatil (Adv Class)6.786.41
River Road Long-Short Equity7.046.13
Elite Tactical Long/Short6.995.93
Wellington Hedged Alpha Opportunities5.464.68
M.D. Sass Equity Income Plus4.924.12
Clark Navigator Alternative4.484.11
Leveraged Net Long5 year gross return5 year net return
Chicago Equity Large Cap 130/3014.8114.11
Martingale Low Volatility Long/Short13.7612.94
LA Capital U.S. Large Cap Active Exten11.9311.57
Martingale 130/30 LargeCap Growth12.3511.54
Numeric Investors Amplified Core 130/3011.4210.41
MacKay Shields US Equity Opportunities10.9610.31
UBS: US Equity Opportunity Unconstrained10.3010.17
Large Cap Core 130/3010.6310.13
Quant US Large Cap 130/30 Equity10.449.62
Constantia Large Cap 130/3010.199.54
Market Neutral1 year gross return1 year net return
Constantia Merger-Arbitrage7.426.83
Q3 Bull Cipher5.973.62
SSI Convertible Income4.513.50
Research Market Neutral2.731.96
Cognios Market Neutral Large Cap Value3.071.65
Copeland Risk Managed Dividend Growth2.581.57
PSI Managed Volatility2.161.14
Constantia Equity Market Neutral1.210.41
PVG Loss Averse Equity Income0.37-1.06
Convergence Market Neutral-1.88-2.90
World Stock1 year gross return1 year net return
Polen Global Growth - ADR16.3715.48
Morgan Stanley Glbl Franchise15.4114.75
WCM Quality Global Growth15.3614.71
Sands Global Leaders Equity Composite15.3014.34
Wellington Global Dividend Growth14.8313.97
OakBrook Global Select Equity14.0013.97
Sparrow World Total Return15.6013.71
WCM Quality Growth Global ADR13.8813.18
Walter Scott Global Composite (USD)13.2212.38
Morgan Stanley Global Quality12.8612.33
Foreign Large Blend1 year gross return1 year net return
Southeastern Asset Mgt Intl Eq5.684.84
Fiduciary Mgt of Milwaukee Intl Comp2.391.67
Avalon International Value Equity2.511.55
MFS International Equity1.660.86
Santa Barbara Intl. Dividend Growth0.63-0.12
Pyrford International Equity0.40-0.26
Calvert International Equity Strategy0.20-0.50
Santa Barbara Intl. Dividend Growth ADR-0.11-0.80
ACM International ADR0.95-0.82
SSgA MSCI EAFE Index Strategy-3.44-0.84
Foreign Small/Mid Value1 year gross return1 year net return
First Eagle International Small Cap Val-1.69-2.43
Renaissance International Small Cap Eq-5.92-6.62
Advisory Research Intl Small Cap Value-7.24-8.47
Brandes International Sm-Mid Cap Equity-8.03-8.84
ARGA International Small-Cap Strategy-7.81-8.92
Templeton Intl Sm Cap Eq-8.50-9.37
Runde Int'l Small-Cap Value-10.13-10.49
SSgA International Small Cap Active-7.48-10.58
LSV Asset Mgt Intl Sm-Cap Val Eq-11.82-12.68
Causeway International Small Cap-12.16-12.91
Latin America Stock1 year gross return1 year net return
T. Rowe Price Latin America Equity-3.66-4.48
Ashmore Latin America Small Cap Equity-3.66-5.16
Morgan Stanley Latin America Equity-7.65-8.38
Financial Trust Latin Value Momentum-15.37-16.39
Latin America Stock5 year gross return5 year net return
Financial Trust Latin Value Momentum7.125.80
T. Rowe Price Latin America Equity2.972.10
Morgan Stanley Latin America Equity-0.23-0.69
Ashmore Latin America Small Cap Equity0.37-1.21
Europe Stock1 year gross return1 year net return
Intech European Large Cap Core7.817.24
Numeric Investors Europe Core2.561.79
Burgundy European Equity Composite1.790.78
NS Partners European Equity-0.24-0.84
MFS European Research Equity-0.66-1.25
T. Rowe Price Europe Equity-1.40-1.89
PGI European Equity-1.76-2.18
Financial Trust Europe ValueMomentum-1.45-2.68
T. Rowe Price Europe ex-UK Equity-2.28-2.76
Vontobel Quality Growth European Equity-2.98-3.26
Japan Stock1 year gross return1 year net return
Usonian Japan Value-3.73-4.68
T. Rowe Price Japan Equity-6.41-6.95
Baillie Gifford Japan Growth-6.48-7.05
MFS Japan Equity-6.60-7.20
Burgundy Focus Asian Composite-7.18-7.88
NWQ Japan Equity-7.95-8.69
Baillie Gifford Japanese All Cap-8.80-9.40
Burgundy Asian (All Cap) Composite-8.53-9.45
Brandes Japan Equity-8.86-9.60
Acadian Japanese Equity Composite-11.07-11.74
Japan Stock5 year gross return5 year net return
Burgundy Focus Asian Composite11.5210.65
Burgundy Asian (All Cap) Composite11.7510.65
T. Rowe Price Japan Equity10.479.86
Baillie Gifford Japanese All Cap9.658.95
Baillie Gifford Japan Growth9.338.68
Usonian Japan Value9.127.89
Brandes Japan Equity8.517.63
NWQ Japan Equity7.867.01
Dalton Japan Long Only Composite7.486.65
MFS Japan Equity6.746.06
Diversified Pacific/Asia1 year gross return1 year net return
Impax Asia-Pacific1.130.13
Asia Pacific inc Japan Equity-3.58-4.54
Sit Inv Pac Basin-4.50-5.36
Financial Trust Asia ValueMomentum-5.38-6.56
Horizon Asia Institutional-5.66-6.60
Dalton Asia Pacific Long Only Composite-7.84-8.46
Accuvest Asian Advantage-8.24-8.89
WFAM SF Global Asia Pacific Equity-9.93-10.66
Templeton Asia Pacific Eq-10.74-11.34
ARI Asia Pacific-13.15-13.37
Diversified Pacific/Asia5 year gross return5 year net return
ARI Asia Pacific9.099.04
Impax Asia-Pacific7.616.54
Sit Inv Pac Basin6.945.99
Financial Trust Asia ValueMomentum7.135.80
WFAM SF Global Asia Pacific Equity6.185.33
Accuvest Asian Advantage5.104.47
Dalton Asia Pacific Long Only Composite5.114.21
Asia Pacific inc Japan Equity5.033.98
Templeton Asia Pacific Eq3.713.08
Horizon Asia Institutional4.103.06
High Yield Bond1 year gross return1 year net return
Invesco High Quality High Yield Comp7.917.37
Diamond Hill High Yield7.837.29
TIAA-CREF High Yield BB-B Constrained6.956.59
PGIM US Broad Market High Yield7.016.48
Payden & Rygel High Yield6.906.43
Fort Washington High Yield Fixed Income6.766.41
PGIM US Higher Quality High Yield6.936.40
PGIM US Shrt-Dur Higher Quality Hi-Yld6.896.35
Oaktree European High Yield Bonds6.816.28
PIMCO High Yield6.776.22
Intermediate Government1 year gross return1 year net return
W.E. DonoghuePowerTreasuryIndexPortfolio8.587.33
Chicago Equity Core Fix-Inc5.845.58
M.D. Sass Core Fix-Inc5.124.84
Semper Active Mortgage-Backed Securities4.834.46
TCW Index Plus MBS4.714.44
DBF Intermediate Duration Govt/Agency4.554.39
MFS US Government Fixed Income4.654.36
DBF Interm Mortgage-Backed Securities4.564.30
Amalgamated Bank Intermediate Duration4.554.29
Breckinridge Core Interm Gov Credit4.584.21
Intermediate-Term Bond1 year gross return1 year net return
Brandywine Global U.S. Fixed Income7.647.33
DT Intermediate Fixed Income7.166.39
BBH Core Fixed Income6.366.10
Osterweis Total Return Composite6.486.01
PIMCO Diversified Income6.295.58
Belle Haven Taxable PLUS5.815.46
Aegon Structured Finance5.765.45
Diamond Hill Core Bond5.665.35
Columbia Core Plus Fixed Income5.825.32
Reams Core Plus Fixed Income5.355.20
Short Government1 year gross return1 year net return
JP Morgan Mortgage Backed Securities4.984.66
Morgan Stanley U.S. Mortgage4.264.16
M.D. Sass 3-Year FI4.323.88
Sit Inv Short Dur Strat4.273.86
Atlanta High Quality Intermediate4.133.77
PNC Cap Adv Intermediate U.S. Governemnt3.863.62
Ryan Labs Limited Duration Govt Credit3.883.62
RBC Access Capital Community Invmt4.013.57
Federated Short-Inter. US Govt FI Comp3.683.40
Capital Group PCS Core Bond Composite4.073.32
Short-Term Bond5 year gross return5 year net return
Frost Intermediate Taxable Composite3.823.32
Post Limited Term High Yield Comp3.953.28
PIMCO Mortgage Unconstrained3.413.08
Brandes Corporate Focus Fixed Income3.252.90
Manulife AM Strategic Fixed Income Opp3.312.90
Crossmark Income Opportunities3.422.80
Ryan Labs Government/Credit3.012.71
Ziegler Cap TWCM Core Interm F/I Retail3.152.69
WFAM U.S. Intermediate Income Focus2.962.65
Dodge & Cox Intermediate FI Composite2.962.65
Intermediate-Term Bond1 year gross return1 year net return
Brandywine Global U.S. Fixed Income7.647.33
DT Intermediate Fixed Income7.166.39
BBH Core Fixed Income6.366.10
Osterweis Total Return Composite6.486.01
PIMCO Diversified Income6.295.58
Belle Haven Taxable PLUS5.815.46
Aegon Structured Finance5.765.45
Diamond Hill Core Bond5.665.35
Columbia Core Plus Fixed Income5.825.32
Reams Core Plus Fixed Income5.355.20
Inflation-Protected Bond1 year gross return1 year net return
BNP Paribas GlobalInflationLinked Bonds3.913.65
Franklin U.S. TIPS Composite3.142.83
Wellington TIPS2.972.80
BlackRock TIPS (Treasury Infl-Protected)2.782.70
Richmond Capital Mgt TIPS 1-10 Yr2.712.65
Standish US TIPS Barclays2.682.63
Standish U.S. TIPS 1-10 Year2.802.63
IR+M Int. TIPS2.712.61
Northern Trust TIPS2.702.61
IR+M TIPS2.702.60
Inflation-Protected Bond5 year gross return5 year net return
BNP Paribas GlobalInflationLinked Bonds4.714.45
PIMCO Real Ret Asset Long Duration3.452.90
Laffer Investments US Inflation Strategy3.242.22
Neuberger Berman TIPS2.172.15
BBH U.S. TIPS2.101.95
Standish US TIPS Barclays2.011.94
Northern Trust TIPS1.981.90
Franklin U.S. TIPS Composite2.061.89
IR+M TIPS1.971.87
BNP Paribas InflationLinkedBonds U.S.2.081.81
Stable Value1 year gross return1 year net return
PIMCO Stable Value (BV)3.253.03
Invesco Stable Value2.532.32
Putnam Stable Value Composite2.572.32
Standish Stable Value2.392.29
JPMorgan US FI Stable Value (NY)2.292.29
T. Rowe Price Stable Value2.452.22
Galliard Stable Value Composite2.482.08
Stable Value5 year gross return5 year net return
PIMCO Stable Value (BV)3.102.88
Standish Stable Value2.232.13
T. Rowe Price Stable Value2.252.09
Invesco Stable Value2.181.97
Putnam Stable Value Composite2.171.92
JPMorgan US FI Stable Value (NY)1.911.88
Galliard Stable Value Composite2.081.68
Convertibles5 year gross return5 year net return
SSI Inv Grade Convert Strat11.3910.43
Advent Investment Grade9.689.21
INCORE Inv Grade Convertibles Comp9.188.58
MacKay Shields Convertibles8.147.60
AllianzGI Convertibles7.927.45
Gabelli Asset Mgt Convertibles Strategy7.847.09
SSI Convertible Investment Strategy7.256.74
Palisade Convertible Securities Comp6.846.26
Lord Abbett & Co. Convertibles7.186.06
Advent Balanced Convertible Strategy6.465.97
World Allocation1 year gross return1 year net return
PIMCO StocksPLUS Enhanced Equity9.429.04
PIMCO StocksPLUS Absolute Return9.368.69
Nuveen Real Asset Income8.257.39
First Quadrant Essential Beta6.826.49
Morgan Stanley Glbl Tactical Asset Alloc5.875.57
First Trust Balanced Closed-End Fund7.145.55
DMAP Moderate Relative Return USD-H5.885.14
Capital Group Absolute Inc Grower Comp5.644.79
PIMCO RAE PLUS5.374.56
MAP Global Balanced Composite4.723.69
Conservative Allocation1 year gross return1 year net return
AAM Credit Opportunities15.5114.07
MCA Conservative Portfolios11.5310.63
Copeland Large Cap Div Growth Balanced11.378.65
AGFiQ Multi-Asset Income6.926.91
WS Multi-Sector Income7.066.40
AllianzGI Income & Growth6.806.36
TSW Strategic High Income6.586.25
Weitz Conservative Allocation7.136.19
Winans Balanced 50/50 Composite6.256.00
AMP Moderately Conservative5.205.20
Moderate Allocation1 year gross return1 year net return
MCA Balanced Portfolios14.0813.35
Congress Asset Mgt Balanced13.1712.61
WJA Equity Oriented (Balanced) Composite13.2712.52
Montag & Caldwell Balanced10.5310.09
Hillman Capital Mgt Bal Cnsv10.9110.06
Johnson Institutional Mgt Enhanced Index10.289.93
Investment Management of Virginia Balanc10.409.83
Bartlett & Co. Relative Value Balanced9.909.38
Calvert Balanced Strategy9.278.81
Granite Balanced9.528.78
Moderate Allocation5 year gross return5 year net return
MCA Balanced Portfolios11.7510.99
Johnson Institutional Mgt Enhanced Index11.1810.85
Congress Asset Mgt Balanced9.568.89
Janus Henderson Balanced8.578.03
Winans Balanced 75/25 Composite8.928.00
Sit Inv Balanced8.747.93
WJA Equity Oriented (Balanced) Composite8.567.88
Full Duration Balanced8.107.66
Investment Management of Virginia Balanc8.127.57
Montag & Caldwell Balanced7.787.43
Target Date 2000-20101 year gross return1 year net return
Capital Group 2010 Tgt Date Ret Trst Cmp4.784.78
FIAM Index Target Date 2010 Composite4.564.42
FIAM Index Target Date 2005 Composite4.434.28
FIAM Blend Target Date 2010 Composite3.993.65
FIAM Blend Target Date 2005 Composite3.853.52
Target Date 2000-20105 year gross return5 year net return
Capital Group 2010 Tgt Date Ret Trst Cmp5.315.31
FIAM Blend Target Date 2010 Composite5.234.90
FIAM Index Target Date 2010 Composite4.714.60
FIAM Blend Target Date 2005 Composite4.684.36
FIAM Index Target Date 2005 Composite4.154.12
Target Date 2011-20151 year gross return1 year net return
Capital Group 2015 Tgt Date Ret Trst Cmp4.904.90
FIAM Index Target Date 2015 Composite4.674.53
FIAM Blend Target Date 2015 Composite4.113.77
Target Date 2011-20155 year gross return5 year net return
Capital Group 2015 Tgt Date Ret Trst Cmp5.585.58
FIAM Blend Target Date 2015 Composite5.765.44
FIAM Index Target Date 2015 Composite5.275.16
Target Date 2016-20201 year gross return1 year net return
Capital Group 2020 Tgt Date Ret Trst Cmp4.884.88
FIAM Index Target Date 2020 Composite4.764.62
FIAM Blend Target Date 2020 Composite4.043.70
Q3 TCA Voyage Target 20201.741.24
Target Date 2016-20205 year gross return5 year net return
Capital Group 2020 Tgt Date Ret Trst Cmp6.086.08
FIAM Blend Target Date 2020 Composite6.075.74
FIAM Index Target Date 2020 Composite5.665.55
Q3 TCA Voyage Target 20200.000.00
Target Date 2021-20251 year gross return1 year net return
Capital Group 2025 Target Date Trust Cmp4.734.73
FIAM Index Target Date 2025 Composite4.834.68
FIAM Blend Target Date 2025 Composite4.053.71
Sage Target Date 2025 Fund3.102.69
Target Date 2021-20255 year gross return5 year net return
Capital Group 2025 Target Date Trust Cmp6.676.67
FIAM Blend Target Date 2025 Composite6.406.07
FIAM Index Target Date 2025 Composite6.025.91
Sage Target Date 2025 Fund4.844.42
Target Date 2026-20301 year gross return1 year net return
Capital Group 2030 Target Date Trust Cmp4.874.87
FIAM Index Target Date 2030 Composite4.974.83
FIAM Blend Target Date 2030 Composite4.083.74
Q3 TCA Voyage Target 20303.062.55
Target Date 2026-20305 year gross return5 year net return
Capital Group 2030 Target Date Trust Cmp7.547.54
FIAM Blend Target Date 2030 Composite7.086.75
FIAM Index Target Date 2030 Composite6.766.65
Q3 TCA Voyage Target 20300.000.00
Target Date 2031-20351 year gross return1 year net return
Capital Group 2035 Target Date Trust Cmp5.025.02
FIAM Index Target Date 2035 Composite4.794.64
FIAM Blend Target Date 2035 Composite3.873.53
Sage Target Date 2035 Fund2.792.38
Target Date 2031-20355 year gross return5 year net return
Capital Group 2035 Target Date Trust Cmp8.218.21
FIAM Index Target Date 2035 Composite7.307.19
FIAM Blend Target Date 2035 Composite7.497.16
Sage Target Date 2035 Fund5.705.28
Target Date 2036-20401 year gross return1 year net return
Capital Group 2040 Target Date Trust Cmp5.045.04
FIAM Index Target Date 2040 Composite4.714.57
Q3 TCA Voyage Target 20404.193.67
FIAM Blend Target Date 2040 Composite3.683.34
Target Date 2036-20405 year gross return5 year net return
Capital Group 2040 Target Date Trust Cmp8.448.44
FIAM Index Target Date 2040 Composite7.317.20
FIAM Blend Target Date 2040 Composite7.497.16
Q3 TCA Voyage Target 20400.000.00
Target Date 2041-20451 year gross return1 year net return
Capital Group 2045 Target Date Trust Cmp5.045.04
FIAM Index Target Date 2045 Composite4.684.54
FIAM Blend Target Date 2045 Composite3.663.32
Sage Target Date 2045 Fund2.462.05
Target Date 2041-20455 year gross return5 year net return
Capital Group 2045 Target Date Trust Cmp8.578.57
FIAM Index Target Date 2045 Composite7.327.20
FIAM Blend Target Date 2045 Composite7.497.16
Sage Target Date 2045 Fund6.165.73
Retirement Income5 year gross return5 year net return
Beacon Dividend Income Composite7.015.48
Texas Retirement Income Strategy6.395.06
Horizon Real Spend 75.063.74
FIAM Blend Target Date Income Composite3.943.62
Horizon Real Spend 64.083.37
FIAM Index Target Date Income Composite3.433.32
Horizon Real Spend 54.643.31
UBS PWS Diversified Income w/ Muni3.623.20
Horizon Real Spend 34.253.07
UBS PWS Diversified Income3.473.05