INTERACTIVE

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

Large Blend1 year gross return1 year net return
FIAM Focused Large Cap Growth Pool13.8413.00
Amalgamated Bank LongView 1500 Mk Idx CF11.5711.51
Pioneer Large Cap Core Equity Trust - T211.0110.46
Amalgamated Bank LongView Quant. LC CF10.3510.02
Amalgamated Bank LongView LC Qtv VEBA Fd10.299.96
BlackRock (BLK) Equity Index F9.579.57
Blackrock Eq Idx Fund CF9.559.54
BNYM Mellon NSL Dynamic U.S. Equity Fund9.989.52
BNYM Mellon SL Stock Index Fund Instl9.529.51
Spartan 500 Index Pool A9.509.50
Large Value1 year gross return1 year net return
American Century US Value Yield Eq Tr 210.9710.55
American Century US Value Yield Eq Tr 111.0110.37
Macquarie US Lrg Cap Val Eq Tst CIT 509.208.73
Macquarie US Lrg Cap Val Eq Tst CIT 559.218.66
Beutel Goodman American Equity Fund8.437.79
Invesco (IVZ) Diversified Dividend CL I7.767.33
Blackrock Eq Val Fund CF5.955.95
Russell 1000® Value Fund F5.88
Blackrock Russ 1000 Val Idx CF5.865.85
BlackRock Russell 1000® Value R5.865.81
Mid-Cap Value1 year gross return1 year net return
Ceredex Mid-Cap Value Equity Trust7.516.60
Speece Thorson Value Fund7.005.99
PGI CIT SMID Cap Value Equity Fund3.102.38
American Century US Mid Cap Value Eq Tr1.831.19
WEDGE Mid Cap Value INSTL-1.17
WEDGE Mid Cap Value C-1.93
Mid-Cap Value5 year gross return5 year net return
American Century US Mid Cap Value Eq Tr8.53
PGI CIT SMID Cap Value Equity Fund8.697.83
Ceredex Mid-Cap Value Equity Trust7.59
WEDGE Mid Cap Value INSTL7.17
Speece Thorson Value Fund7.466.43
WEDGE Mid Cap Value C0.00
Small Value1 year gross return1 year net return
State St Russell Sm Cp® Val Indx NL Cl C0.23
American Century US Small Cap Val Eq Tr-1.89-2.71
Invesco US Quantitative Sm Value Trust-2.28-3.02
Brandywine Diversified Sm Cap Select BIT-8.67-9.41
Brandywine Diversified Small Cap BIT-9.10-9.83
Brandywine Diversified Small Cap GT-9.10-9.84
Natural Resources1 year gross return1 year net return
KBI Global Resources Solutions Cl A0.77-0.08
Natural Resources5 year gross return5 year net return
KBI Global Resources Solutions Cl A0.000.00
Aggressive Allocation1 year gross return1 year net return
FIAM Pension Journey 70/30 Commingled Pl4.204.20
BCM DynamicBelay Growth (QDIA)-0.02-1.51
Aggressive Allocation5 year gross return5 year net return
FIAM Pension Journey 70/30 Commingled Pl0.000.00
BCM DynamicBelay Growth (QDIA)0.000.00
Bank Loan1 year gross return1 year net return
Shenkman Capital Mgt High Yld Bank Loan3.402.76
Voya Senior Loan Trust3.062.63
Bank Loan5 year gross return5 year net return
Voya Senior Loan Trust3.893.43
Shenkman Capital Mgt High Yld Bank Loan0.000.00
Small Value1 year gross return1 year net return
State St Russell Sm Cp® Val Indx NL Cl C0.23
American Century US Small Cap Val Eq Tr-1.89-2.71
Invesco US Quantitative Sm Value Trust-2.28-3.02
Brandywine Diversified Sm Cap Select BIT-8.67-9.41
Brandywine Diversified Small Cap BIT-9.10-9.83
Brandywine Diversified Small Cap GT-9.10-9.84
Mid-Cap Value1 year gross return1 year net return
Ceredex Mid-Cap Value Equity Trust7.516.60
Speece Thorson Value Fund7.005.99
PGI CIT SMID Cap Value Equity Fund3.102.38
American Century US Mid Cap Value Eq Tr1.831.19
WEDGE Mid Cap Value INSTL-1.17
WEDGE Mid Cap Value C-1.93
Mid-Cap Value5 year gross return5 year net return
American Century US Mid Cap Value Eq Tr0.008.53
PGI CIT SMID Cap Value Equity Fund8.697.83
Ceredex Mid-Cap Value Equity Trust0.007.59
WEDGE Mid Cap Value INSTL0.007.17
Speece Thorson Value Fund7.466.43
WEDGE Mid Cap Value C0.000.00
Long/Short Equity1 year gross return1 year net return
Blackrock Alpha Advantage 5008.608.60
Long/Short Equity5 year gross return5 year net return
Blackrock Alpha Advantage 5000.000.00
Foreign Large Value1 year gross return1 year net return
Mondrian International Equity CIT VIII-1.94-2.34
Mondrian International Eq CIT IX-1.93-2.40
Mondrian International Equity CIT I-1.61-2.64
LongView Intl. Value Eq Coll Fund-6.00-3.62
Templeton International Equity CIT 1-5.69-6.18
KBI EAFE Markets Equity CIT A-5.94-6.72
KBIGI EAFE Developed Equity Strategy-6.31-6.93
Pictet International Equity Fund LLC-6.30-7.09
Templeton Intl Equity CIT CF-6.90-7.33
Systematic Financial Mgt Int Eq CIT CL I-7.36-7.91
Foreign Large Growth5 year gross return5 year net return
Hardman Johnston Intl Equity Group Trust7.736.96
MFS Heritage International Growth 020.006.74
Capital Group Intl All Countries Eq DB6.085.35
Capital Group Intl All Countries Eq DC-T6.025.28
Vontobel Quality Growth Intl Equity CIT5.124.45
Capital Group Int'l Equity DB Fund5.084.35
Capital Group Intl Equity DC Unit T5.084.35
Invesco International Growth Cl I0.003.49
Fisher Investments All Foreign Equity0.003.40
William Blair International Growth CIT4.053.25
Foreign Small/Mid Value1 year gross return1 year net return
Templeton International Smaller Co CF-8.50-9.20
Segall Bryant & Hamill Int Sm Cp Fndrs +-16.27-16.85
Segall Bryant & Hamill Int SC Inst Plus-16.32-17.02
Segall B & H Intl Sml Cap Founders-16.32-17.02
Segall Bryant & Hamill Int SC InstUnits-16.33-17.04
Foreign Small/Mid Value5 year gross return5 year net return
Templeton International Smaller Co CF4.573.82
Segall Bryant & Hamill Int Sm Cp Fndrs +0.000.00
Segall Bryant & Hamill Int SC Inst Plus0.000.00
Segall B & H Intl Sml Cap Founders0.000.00
Segall Bryant & Hamill Int SC InstUnits0.000.00
Foreign Small/Mid Growth1 year gross return1 year net return
Rainier Small Cap International Equity L-10.58-11.29
Rainier Small Cap International Equity A-10.62-11.55
Foreign Small/Mid Growth5 year gross return5 year net return
Rainier Small Cap International Equity L0.006.95
Rainier Small Cap International Equity A0.006.68
Europe Stock1 year gross return1 year net return
FIAM Europe Growth Pool-4.36-5.03
Europe Stock5 year gross return5 year net return
FIAM Europe Growth Pool0.68-0.03
World Bond1 year gross return1 year net return
FIAM Tactical Bond Pool5.435.43
Wellington CIF II World Bond S25.815.37
MacKay Shields Core Fixed Inc CIT Cl 34.494.33
PIMCO Global Advantage Strategy CIT II2.742.16
PIMCO Global Advantage Strategy III CIT2.752.02
Franklin Templeton (BEN) Global Bond Plus (CF)2.431.85
Brandywine Global Fixed Income BGIMT-4.47-4.90
Brandywine Global Fixed Income GT-4.38-4.91
Brandywine Global Fixed Income BIT-4.66-5.18
Brandywine Global Opportun Fxd BGIMT-5.38-5.89
Intermediate Government1 year gross return1 year net return
Diversified Ret Interm Govt/Credit Tr4.244.03
FIAM Target Date Govt Bd Idx Cmgld Pl0.000.00
Intermediate Government5 year gross return5 year net return
Diversified Ret Interm Govt/Credit Tr0.002.00
FIAM Target Date Govt Bd Idx Cmgld Pl0.000.00
Short Government1 year gross return1 year net return
Blackrock 1-3 Yr Govt Bond Idx CF2.842.83
Short Government5 year gross return5 year net return
Blackrock 1-3 Yr Govt Bond Idx CF1.151.14
Short-Term Bond1 year gross return1 year net return
FIAM Target Date Short Credit Cmgld Pool3.573.57
FIAM Short Duration Pool3.353.14
Voya Short Duration High Quality Trust3.313.09
BNYM Mellon SL 1-3 Yr G/C Bond Index Fd3.023.00
BNYM Mellon NSL 1-3 Yr G/C BI Fd Instl2.992.98
Amalgamated Ultra Construction Loan-3.05-4.02
Short-Term Bond5 year gross return5 year net return
Amalgamated Ultra Construction Loan3.752.72
Voya Short Duration High Quality Trust1.701.46
FIAM Short Duration Pool1.651.41
FIAM Target Date Short Credit Cmgld Pool0.000.00
BNYM Mellon SL 1-3 Yr G/C Bond Index Fd0.000.00
BNYM Mellon NSL 1-3 Yr G/C BI Fd Instl0.000.00
Ultrashort Bond1 year gross return1 year net return
FIAM Leveraged Loan Pool3.553.04
FIAM Target Date Trs Bill Idx Cmgld Pl0.000.00
Ultrashort Bond5 year gross return5 year net return
FIAM Leveraged Loan Pool4.163.64
FIAM Target Date Trs Bill Idx Cmgld Pl0.000.00
Long-Term Bond1 year gross return1 year net return
FIAM Long Duration CIT5.905.64
Wellington CIF II Long Bond0.005.42
Blackrock Long Corp Bond Idx CF4.674.63
BNYM Mellon DB SL Long Term Credit BI Fd4.584.53
Long-Term Bond5 year gross return5 year net return
Wellington CIF II Long Bond0.005.70
BNYM Mellon DB SL Long Term Credit BI Fd5.455.39
FIAM Long Duration CIT5.585.32
Blackrock Long Corp Bond Idx CF0.000.00
Multisector Bond1 year gross return1 year net return
BlackRock CorePlus Bond5.515.51
Blackrock CoreActive Bond Fund5.095.04
Loomis Sayles MSFD CIT4.153.56
Pioneer Multi-Sector F/I - T33.693.52
Pioneer Multi-Sector F/I - T23.723.25
Multisector Bond5 year gross return5 year net return
Loomis Sayles MSFD CIT4.503.91
BlackRock CorePlus Bond3.323.32
Pioneer Multi-Sector F/I - T30.003.28
Blackrock CoreActive Bond Fund3.223.21
Pioneer Multi-Sector F/I - T20.003.02
Intermediate Government1 year gross return1 year net return
Diversified Ret Interm Govt/Credit Tr4.244.03
FIAM Target Date Govt Bd Idx Cmgld Pl0.000.00
Intermediate Government5 year gross return5 year net return
Diversified Ret Interm Govt/Credit Tr0.002.00
FIAM Target Date Govt Bd Idx Cmgld Pl0.000.00
Short Government1 year gross return1 year net return
Blackrock 1-3 Yr Govt Bond Idx CF2.842.83
Short Government5 year gross return5 year net return
Blackrock 1-3 Yr Govt Bond Idx CF1.151.14
Short-Term Bond1 year gross return1 year net return
FIAM Target Date Short Credit Cmgld Pool3.573.57
FIAM Short Duration Pool3.353.14
Voya Short Duration High Quality Trust3.313.09
BNYM Mellon SL 1-3 Yr G/C Bond Index Fd3.023.00
BNYM Mellon NSL 1-3 Yr G/C BI Fd Instl2.992.98
Amalgamated Ultra Construction Loan-3.05-4.02
Short-Term Bond5 year gross return5 year net return
Amalgamated Ultra Construction Loan3.752.72
Voya Short Duration High Quality Trust1.701.46
FIAM Short Duration Pool1.651.41
FIAM Target Date Short Credit Cmgld Pool0.000.00
BNYM Mellon SL 1-3 Yr G/C Bond Index Fd0.000.00
BNYM Mellon NSL 1-3 Yr G/C BI Fd Instl0.000.00
Ultrashort Bond1 year gross return1 year net return
FIAM Leveraged Loan Pool3.553.04
FIAM Target Date Trs Bill Idx Cmgld Pl0.000.00
Ultrashort Bond5 year gross return5 year net return
FIAM Leveraged Loan Pool4.163.64
FIAM Target Date Trs Bill Idx Cmgld Pl0.000.00
Long-Term Bond1 year gross return1 year net return
FIAM Long Duration CIT5.905.64
Wellington CIF II Long Bond0.005.42
Blackrock Long Corp Bond Idx CF4.674.63
BNYM Mellon DB SL Long Term Credit BI Fd4.584.53
Long-Term Bond5 year gross return5 year net return
Wellington CIF II Long Bond0.005.70
BNYM Mellon DB SL Long Term Credit BI Fd5.455.39
FIAM Long Duration CIT5.585.32
Blackrock Long Corp Bond Idx CF0.000.00
Multisector Bond1 year gross return1 year net return
BlackRock CorePlus Bond5.515.51
Blackrock CoreActive Bond Fund5.095.04
Loomis Sayles MSFD CIT4.153.56
Pioneer Multi-Sector F/I - T33.693.52
Pioneer Multi-Sector F/I - T23.723.25
Multisector Bond5 year gross return5 year net return
Loomis Sayles MSFD CIT4.503.91
BlackRock CorePlus Bond3.323.32
Pioneer Multi-Sector F/I - T30.003.28
Blackrock CoreActive Bond Fund3.223.21
Pioneer Multi-Sector F/I - T20.003.02
Convertibles1 year gross return1 year net return
Shenkman Capital Mgt Gamma Convert Fund5.925.03
Convertibles5 year gross return5 year net return
Shenkman Capital Mgt Gamma Convert Fund4.683.83
Emerging Markets Bond1 year gross return1 year net return
TCW Emerging Markets Fixed Income Cl C3.372.69
TCW Emerging Markets Fixed Income Cl D3.432.62
Wellington CIF II Opportunistic EM DbtS10.002.30
FIAM Emerging Mkts Debt Commingled Pool1.250.60
Logan Circle Partners Emerg Mkts Debt 2-1.05-1.69
Capital Group EM Debt (Broad) DB Fund-2.27-2.85
Capital Group EM Debt (Broad) DC Unit T-2.31-2.89
World Allocation1 year gross return1 year net return
PIMCO Diversified Real Asset CIT6.646.21
State St Real Asset NL Cl A8.784.07
State St Real Asset NL Cl C8.763.87
Invesco Balanced Risk Allocation Trust3.893.46
Invesco Balanced Risk Allocation Trust I3.983.39
Wellington CIF II Divers Inflation Hg S1-2.53-4.22
Wellington Opportunistic Investment-3.90-4.97
World Allocation5 year gross return5 year net return
Invesco Balanced Risk Allocation Trust5.444.97
Wellington Opportunistic Investment4.062.98
State St Real Asset NL Cl A1.980.64
PIMCO Diversified Real Asset CIT0.000.58
State St Real Asset NL Cl C1.980.45
Wellington CIF II Divers Inflation Hg S1-2.40-3.46
Invesco Balanced Risk Allocation Trust I0.000.00
Conservative Allocation1 year gross return1 year net return
FIAM Pension Journey 30/70 Commingled Pl4.744.74
Manning & Napier Pro-Mix Consrv Term S6.944.66
Manning & Napier Pro-Mix Modrte Term S10.744.48
FIAM Pension Journey 50/50 Commingled Pl4.194.19
BCM DynamicBelay Balanced Growth (QDIA)2.430.90
Wellington CIF II Balanced Real Asset S10.19-0.26
Conservative Allocation5 year gross return5 year net return
Manning & Napier Pro-Mix Modrte Term S13.163.14
Manning & Napier Pro-Mix Consrv Term S9.722.98
Wellington CIF II Balanced Real Asset S1-0.34-0.91
FIAM Pension Journey 30/70 Commingled Pl0.000.00
FIAM Pension Journey 50/50 Commingled Pl0.000.00
BCM DynamicBelay Balanced Growth (QDIA)0.000.00
Moderate Allocation1 year gross return1 year net return
Pioneer U.S. Balanced Trust - T26.806.29
Manning & Napier Pro-Mix Extend Term S13.794.64
Harris Assoc. Oakmark Eq & Inc Cl 21.901.71
Harris Oakmark Equity & Income CIT1.891.28
BCM DynamicBelay Conservative Gro(QDIA)1.660.15
BCM DynamicBelay Moderate Growth (QDIA)0.92-0.57
FIAM 70/30 Commingled Pool0.000.00
Moderate Allocation5 year gross return5 year net return
Pioneer U.S. Balanced Trust - T20.006.93
Harris Assoc. Oakmark Eq & Inc Cl 20.005.14
Harris Oakmark Equity & Income CIT0.004.87
Manning & Napier Pro-Mix Extend Term S15.783.82
BCM DynamicBelay Conservative Gro(QDIA)0.000.00
BCM DynamicBelay Moderate Growth (QDIA)0.000.00
FIAM 70/30 Commingled Pool0.000.00