Top performing managers by category: separate accounts , 1st Quarter 2013



Large Blend1 year gross return1 year net return
Smead Capital Appreciation30.6129.61
PIMCO Fundamental IndexPLUS Abs Return27.7426.75
PIMCO StocksPLUS Long Duration26.2425.62
Lazard Intl Strategic Eq (ACW ex-U.S.)24.2323.47
Analytic Investors US Low Volatility23.4223.17
Janus Opportunistic Alpha MA (Retail)22.9919.44
Berkshire Core Equity22.9521.16
Wakefield Large Cap Equity22.1120.30
PIMCO StocksPLUS Absolute Return21.9521.11
Good Harbor Tactical Equity Income21.7819.53


Large Blend5 year gross return5 year net return
Good Harbor Tactical Equity Income25.6423.17
W.E. Donoghue Power Dividend Index17.6215.32
Yacktman Asset Mgt Taxable Focused Comp16.9916.38
PIMCO StocksPLUS Long Duration15.3114.74
F-Squared AlphaSector Premium Index15.1514.47
PIMCO Fundamental IndexPLUS Abs Return14.9114.01
Yacktman Asset Mgt Tax-ex Divers Comp13.5712.74
Oak Associates All Cap Core Growth13.1012.27
F-Squared AlphaSector Rotation Index12.5311.86
Franchise Partners - US Equity11.1010.22


Mid-Cap Blend1 year gross return1 year net return
Horizon Spin-Off Institutional29.0827.79
Keeley Small Mid Cap Value SMA26.9925.56
Navellier Power Dividend26.6724.89
The London Co SMID26.1525.29
Lockwell Small/Mid Cap Value24.2623.18
Piedmont Optimized SMid Core23.7523.22
RS Small Cap Value23.4821.89
Channing Capital Mid-Cap Value22.7422.23
Bernzott Capital Small Cap Equity22.4221.63
Iridian Private Business Value Mid-Cap22.4122.02


Mid-Cap Blend5 year gross return5 year net return
F-Squared AlphaSector AlphaDEX Pre Idx18.3617.66
NewSouth Capital Mgt NSCM SMIDCap Val Eq14.1113.41
Pyramis Small/Mid Cap Core Composite13.8813.04
Broadview All Cap Equity13.4912.26
Hahn Capital Mgt HCM Md-Cap Val Eq Comp13.1312.05
Clarkston Capital Partners US Small Cap13.0512.00
Scout Mid Cap Equity12.9212.03
Burgundy US Small / Mid Cap Composite12.8311.71
Bernzott Capital Small Cap Equity12.5311.76
Camden Mid-Cap12.2511.45


Small Blend1 year gross return1 year net return
Keeley Inst. SMID Cap Value SMA30.3029.85
Keeley Inst. Small Cap Value SMA29.6229.06
Horizon Small Cap Institutional27.2625.99
Keeley Small Cap Value SMA26.9725.60
Cortina Small Cap Value26.2025.78
PIMCO StocksPLUS Small Cap Abs Return26.1424.85
PNC Cap Adv Structured Sm Cap Core Eq26.0324.92
LMG Growth & Value25.8724.76
Allianz US Systematic Small Cap25.8424.79
Thomson Horstmann & Bryant Micro Cap25.7824.29


Small Blend5 year gross return5 year net return
12th Street Asset Opportunity24.7923.63
NewSouth Capital Mgt NSCM Sm Cap Val Eq17.1316.30
PIMCO StocksPLUS Small Cap Abs Return15.7614.76
Tieton Small Cap Value15.7014.71
Granite Small Cap Core Equity Composite15.5414.41
The Boston Small Cap Oprtnstc Val Eq Mgt15.2814.14
The Boston SMID Cap Opportunistic Value15.0514.00
SouthernSun Small Cap14.8013.81
Burgundy US Small Cap Value Composite14.6613.48
The London Co. Small Cap13.7513.14


Large Growth1 year gross return1 year net return
HSMP Concentrated Quality Growth Eq27.1026.42
Groesbeck Growth23.957.51
Fairpointe Focused Equity23.5322.28
ClearBridge Aggressive Growth21.3420.42
Vulcan Value Partners Large Cap Value20.7820.00
Kinetics All-Cap Equity20.7018.99
ClearBridge Multi Cap Growth ESG20.2716.79
ClearBridge Multi Cap Growth ESG SMA20.2716.79
Congress Asset Mgt All Cap Opportunity20.2319.29
TCW Pluris20.2018.98


Large Growth5 year gross return5 year net return
Vulcan Value Partners Large Cap Value13.9312.96
Wedgewood Concentrated Lg-Cap Gr13.4312.63
ClearBridge Multi Cap Growth ESG13.259.98
ClearBridge Multi Cap Growth ESG SMA13.259.98
Heritage All Cap Growth Equity13.1512.26
S&P Competitive Advantage13.1212.84
Sands Select Growth Equity12.9112.30
Loomis Sayles All Cap Growth12.0311.52
HSMP Concentrated Quality Growth Eq11.9911.35
Delaware All Cap Gr Eq11.8311.02


Mid-Cap Growth1 year gross return1 year net return
Niemann Dynamic27.1324.89
RS Concentrated All-Cap Value24.1322.96
Portfolio Resources High Impact Solu G&I23.3222.71
Baron Small-Cap Growth Strategy23.1922.03
Riverbridge Eco Leaders Portfolio21.4419.66
PGI Mid-Cap Equity20.8820.34
Riverbridge SMID Growth20.2919.38
PGI SMA Mid-Cap Equity20.1716.66
DF Dent Mid Cap Growth20.0619.45
Essex Inv Mgt Small/Mid Cap Gr19.9818.69


Mid-Cap Growth5 year gross return5 year net return
Delaware - Smid-Cap Growth-Focus16.4415.63
QCM Mid Cap Growth14.8513.53
Riverbridge SMID Growth14.5313.59
Kayne Anderson Rud Inv Mgt SMid Cp Val14.4213.39
Alliance US SMID Cap Growth13.4512.39
Atlanta High Quality SMID Cap Wrap13.259.97
Atlanta High Quality Smid Cap13.2412.35
Pinnacle Concentrated SMID13.1812.06
RS Small/ Mid Growth Composite12.9111.27
Brown Capital Mgt Md-Cap Gr12.3611.77


Small Growth1 year gross return1 year net return
AMI Small Cap Growth Composite32.6930.75
Investment Management of Virginia Opport29.9629.33
Bares Capital Mgt Small-Cap28.9527.37
Granahan Inv Mgt - Sm Cap Focused Grth27.0426.01
Kayne Anderson Rudnick Sm Cp Qual Selcet26.9925.44
Allianz US Ultra Micro Cap26.0424.70
Mazama Emerging Small Cap Growth24.8823.99
PNC Cap Adv Small Cap Equity24.6823.57
Copeland Small Cap Dividend Growth24.3423.52
Kopp AccruHealth23.9622.61


Small Growth5 year gross return5 year net return
12th Street Small Cap Value30.9629.70
Allianz US Ultra Micro Cap19.7418.18
Kayne Anderson Rudnick Sm Cp Qual Selcet19.1817.71
Bares Capital Mgt Small-Cap17.6716.23
Bares Capital Mgt Micro-Cap Eq17.5316.09
Kennedy Small Cap Fundamental Growth17.3116.19
Granahan Inv Mgt - Sm Cap Focused Grth17.0715.98
Missouri Valley Sm-Cap Gr16.7315.62
Brown Capital Small Co. Invstmnt Service16.6215.52
T. Rowe Price US Small-Cap Growth Equity16.4815.62


Large Value1 year gross return1 year net return
Bridgeway Large Cap Value23.8123.26
Ranger Global Income & Growth22.8321.63
NorthPointe Large Cap Value22.6422.07
Brandes U.S. Value Equity22.5121.64
S&P Intrinsic Value22.5022.19
TCW Relative Value Dividend Focused22.4321.58
RIM High Income Dividend Yield Portfolio22.3722.37
Berkshire Dividend Strategy22.1819.98
INTECH U.S. Broad Large Cap Value21.6321.15
S&P 421.4121.11


Large Value5 year gross return5 year net return
S&P Intrinsic Value14.7414.46
Brookmont Capital Dividend Equity13.5012.30
S&P 413.4613.18
S&P Dividend Income & Growth13.3613.08
RIM High Income Dividend Yield Portfolio13.1513.15
ACR EQR Equity Quality Return12.4411.61
O’Shaughnessy Market Leaders Value11.719.83
Lazard U.S. Equity Concentrated11.4710.96
Gries Logix Industry Relative Yield Str11.2410.15
Ranger Global Income & Growth10.959.83


Mid-Cap Value1 year gross return1 year net return
Brandes U.S. Mid-Cap Value Equity30.1428.81
NB Rachlin Income Plus (PAM)28.8528.81
Triad Investment Mngt Equity28.0326.30
Frantzen Growth & Income27.4825.63
Federated Clover Mid Cap Value27.0625.85
Hotchkis & Wiley Md-Cap Val26.6325.77
WEDGE Mid-Cap Value25.8124.93
Texas First Select Value25.6223.78
Hotchkis & Wiley Value Opp Strgy25.0724.15
Special Mid Cap Value Equity24.6823.64


Mid-Cap Value5 year gross return5 year net return
NB Rachlin Income Plus (PAM)18.2617.11
Hotchkis & Wiley Value Opp Strgy16.0415.18
SouthernSun SMID Cap Composite15.6715.09
Hotchkis & Wiley Md-Cap Val14.6713.89
Texas First Select Value14.3912.74
Dean Inv Mid-Cap Value13.1812.17
Lee Munder Capital Group Mid-Cap Value12.9312.06
Robeco BP Mid-Cap Value Equity12.7011.91
Ceredex Mid Cap Value Equity12.5611.63
WCM Inv Mgt Smid-Cap Value12.0712.07


Small Value1 year gross return1 year net return
Cooke & Bieler Small Cap Value Equity33.5932.29
Donald Smith & Co. Micro Cap Val Eq29.4927.89
Vulcan Value Partners Small Cap Stra29.2428.22
Brandes U.S. Small Cap Value Equity28.3827.09
GW Capital Small Cap Value28.0327.11
Brown Advisory Small-Cap Value26.6925.90
Bridgeway Small Cap Value26.1325.46
Hotchkis & Wiley Sm-Cap Val26.1125.30
Robotti Value Equity24.638.41
Ariel Micro-Cap Value Composite24.6123.09


Small Value5 year gross return5 year net return
Winslow Asset Mgt Small-Cap Core Equity17.2516.55
Vulcan Value Partners Small Cap Stra16.6515.41
Piermont Small Cap Value Composite16.0515.01
PENN Capital Micro Cap Equity15.0714.33
Snow Capital Mgt Small Cap Value Eq14.4913.39
Ariel Micro-Cap Value Composite14.3412.86
Pacific Ridge Capital Ptnrs Micro Cp Val14.1112.47
Skyline Asset Mgt Small Cap Value13.6612.73
Edge SMA SMID Cap Divi Inc without MLP's13.6012.63
Edge SMA SMID Cap Div Inc with MLP's13.4712.51


Bear Market1 year gross return1 year net return
Optimus Global Advantage All Asset8.387.84
Optimus Global Advantage Plus-2.68-3.17
Optimus Advantage Plus-3.38-3.86
Federated Alternative Bear Equity Comp-12.33-13.64
Leuthold AdvantHedge-16.66-18.15


Bear Market5 year gross return5 year net return
Federated Alternative Bear Equity Comp-7.91-9.22
Leuthold AdvantHedge-15.13-16.55
Optimus Global Advantage All Asset0.000.00
Optimus Global Advantage Plus0.000.00
Optimus Advantage Plus0.000.00


Financial1 year gross return1 year net return
Fenimore Banking Composite23.2122.07
RevenueShares VTL Financial Index20.6020.00
Artisan Non-U.S. Growth SA16.5215.46
Stonebridge NRA Preferred Securities11.2210.79
Stonebridge Modified Taxable Pref Secs10.289.96
Transamerica I-Series GTA Conservative4.613.35


Financial5 year gross return5 year net return
Artisan Non-U.S. Growth SA3.092.12
Fenimore Banking Composite0.000.00
RevenueShares VTL Financial Index0.000.00
Stonebridge NRA Preferred Securities0.000.00
Stonebridge Modified Taxable Pref Secs0.000.00
Transamerica I-Series GTA Conservative0.000.00


Health1 year gross return1 year net return
Financial Trust Health Value34.3332.63
Essex Global Life Sciences11.4710.33


Health5 year gross return5 year net return
Essex Global Life Sciences12.0010.89
Financial Trust Health Value11.179.78


Natural Resources1 year gross return1 year net return
Zacks MLP Strategy25.8624.94
RS Global Natural Resources8.877.45
IS - Beta Source7.225.81
Boston Global Natural Resources Equity2.641.83
Wellington Global Natural Resources-0.42-1.42
Sandhill Hard Asset-2.96-3.92
Goldman Sachs Commodities Enh Idx-5.27-5.61
Investec Global Natural Res Composite-7.91-8.68
Newgate Global Resources SMA Retail-9.83-10.72
Newgate Global Resources-10.30-10.76


Natural Resources5 year gross return5 year net return
Zacks MLP Strategy19.3718.48
RS Global Natural Resources2.270.83
Investec Global Natural Res Composite0.71-2.08
Tradewinds Global Natural Resources-1.04-1.98
Wellington Global Natural Resources-3.99-4.95
Newgate Global Resources-7.43-8.31
Newgate Global Resources SMA Retail-8.39-9.34
Goldman Sachs Commodities Enh Idx-10.07-10.38
City of London Natural Resources-10.74-11.87
IS - Beta Source0.000.00


Equity Precious Metals1 year gross return1 year net return
AIS TAAP-3.26-4.18
GAMCO Gold-10.93-11.95


Equity Precious Metals5 year gross return5 year net return
AIS TAAP9.898.83
GAMCO Gold0.000.00


Real Estate1 year gross return1 year net return
PGI Global REIT Income24.8724.20
Renaissance REITS - Wrap22.0318.48
Brookfield US Value Income REIT21.5420.80
Cohen & Steers Realty Focus21.1720.10
Janus Real Estate Income MA (Retail)19.9516.50
Chilton Capital Management REIT Strategy19.6918.80
Pyramis U.S. Real Estate Invest Tr17.3416.53
Uniplan REIT Portfolio16.4414.12
Wellington Real Estate Securities15.3714.52
Nuveen Real Estate Securities15.2414.44


Real Estate5 year gross return5 year net return
Cohen & Steers Realty Focus16.0515.01
Brookfield US Value Income REIT13.4912.84
Renaissance REITS - Wrap13.149.73
Chilton Capital Management REIT Strategy12.9512.05
AEW U.S. Long/Short REIT Strategy10.609.05
Uniplan REIT Portfolio10.377.99
Neuberger Berman REIT10.329.50
Urdang REIT Separate Account9.749.20
Cohen & Steers Realty Income9.568.99
Nuveen Real Estate Securities9.368.59


Technology1 year gross return1 year net return
Crabtree Multi-Cap Technology19.9319.02
Private Capital Management Value Focus10.209.37
Oak Associates Technology Portfolio4.984.71
MFS Technology Equity3.802.95
RS Technology Composite-2.35-3.86


Technology5 year gross return5 year net return
Private Capital Management Value Focus10.519.35
RS Technology Composite10.458.73
Oak Associates Technology Portfolio9.458.73
MFS Technology Equity8.857.97
Crabtree Multi-Cap Technology0.000.00


Utilities1 year gross return1 year net return
HIS Top 15 Utility28.7627.50
Levin Capital Strategies Utilities Yield22.6521.46
MFS Utilities Equity19.6218.86
Cohen & Steers Global Infra Composite17.8816.42
Miller/Howard Distribution/Merging Utili17.3716.23
W.H. Reaves Long Term Value16.3715.78
Miller/Howard Utilities + Infrastructure13.2912.18


Utilities5 year gross return5 year net return
Miller/Howard Distribution/Merging Utili9.488.43
MFS Utilities Equity7.777.07
W.H. Reaves Long Term Value5.625.08
Miller/Howard Utilities + Infrastructure5.304.29
Cohen & Steers Global Infra Composite3.972.48
HIS Top 15 Utility0.000.00
Levin Capital Strategies Utilities Yield0.000.00


Equity Energy1 year gross return1 year net return
CCM MLP Composite37.4536.57
Invesco Master Limited Partnership32.5331.24
Salient MLP Separate Accounts31.6330.54
Westwood Mgt Corp. MLP Infrastr. Renewal30.7329.86
EGA MLP Total Return SMA Composite29.2327.72
Yorkville MLP Core Income Strategy28.9325.99
DAC MLP Only28.1827.17
Cushing MLP Instl Alpha Strategy27.9327.15
Cushing MLP Instl Core Strategy27.7826.06
Tortoise Midstream MLP Separate Accounts27.0825.84


Equity Energy5 year gross return5 year net return
Invesco Master Limited Partnership24.4023.18
Salient MLP Separate Accounts22.4021.57
DAC MLP Only20.7719.85
Tortoise Midstream MLP Separate Accounts20.6619.53
Center Coast MLP SMA20.4819.32
CCM MLP Composite20.3019.42
Westwood Mgt Corp. MLP Infrastr. Renewal19.8419.54
EGA MLP Total Return SMA Composite19.8318.41
FAMCO MLP Master Ltd Partnerships18.9917.85
TCIA Equity Yield Focus18.9617.43


Aggressive Allocation1 year gross return1 year net return
LMG Balanced22.1120.86
WBI Dividend Income18.3016.44
ValueWorks Bal Comp17.6416.00
Winterset Active/Edge ETF Growth17.0914.76
Carson WM Perennial Growth15.8513.41
Dodge & Cox Balanced15.6215.62
SFS Proactive Tactical Opportunities15.5214.84
Vaughan Nelson Select14.4513.35
Alpha Mid-Cap Power Idx Managed Account14.3912.10
Columbia Trust Balanced Fund13.9913.99


Aggressive Allocation5 year gross return5 year net return
Winterset Active/Edge ETF Growth27.6525.04
IWM Aggressive Growth13.2413.23
LMG Balanced10.219.01
Efficient Market 20 Plus Yrs Aggressive9.228.38
WBI Dividend Income8.947.11
NGAM Advisors-Inc MSA 2-75% Fixed8.565.62
PageOne Investors8.436.52
Horizon Focused ETF Portfolio8.166.03
Texas All Cap Growth8.017.67
Horizon Growth ETF Portfolio7.605.49


Bank Loan1 year gross return1 year net return
KAM Bank Loans plus High Yield Composite11.2510.59
3i US Senior Loan Composite9.748.84
Lord Abbett & Co. Bank Loan9.388.49
Stone Harbor Leveraged Loans9.258.91
Goldman Sachs LIBOR Plus9.226.99
OFII Senior Floating Rate8.958.43
Columbia Bank Loan Strategy8.728.13
PGI Bank Loans8.528.32
Franklin Templeton Bank Loans Instl8.357.99
Babson U.S. Bank Loans8.087.54


Bank Loan5 year gross return5 year net return
OFII Senior Floating Rate7.737.12
Babson U.S. Bank Loans7.617.07
Eaton Vance Mgt Senior Secured Floating7.617.10
Pioneer Bank Loan Composite7.426.35
T. Rowe Price Floating Rate Bank Loan7.396.85
Columbia Bank Loan Strategy7.096.51
Lord Abbett & Co. Bank Loan6.786.10
Stone Harbor Leveraged Loans6.726.35
Franklin Templeton Bank Loans Instl6.305.94
Franklin Bank Loans Retail Composite5.464.64


Small Value1 year gross return1 year net return
Cooke & Bieler Small Cap Value Equity33.5932.29
Donald Smith & Co. Micro Cap Val Eq29.4927.89
Vulcan Value Partners Small Cap Stra29.2428.22
Brandes U.S. Small Cap Value Equity28.3827.09
GW Capital Small Cap Value28.0327.11
Brown Advisory Small-Cap Value26.6925.90
Bridgeway Small Cap Value26.1325.46
Hotchkis & Wiley Sm-Cap Val26.1125.30
Robotti Value Equity24.638.41
Ariel Micro-Cap Value Composite24.6123.09


Small Value5 year gross return5 year net return
Winslow Asset Mgt Small-Cap Core Equity17.2516.55
Vulcan Value Partners Small Cap Stra16.6515.41
Piermont Small Cap Value Composite16.0515.01
PENN Capital Micro Cap Equity15.0714.33
Snow Capital Mgt Small Cap Value Eq14.4913.39
Ariel Micro-Cap Value Composite14.3412.86
Pacific Ridge Capital Ptnrs Micro Cp Val14.1112.47
Skyline Asset Mgt Small Cap Value13.6612.73
Edge SMA SMID Cap Divi Inc without MLP's13.6012.63
Edge SMA SMID Cap Div Inc with MLP's13.4712.51


Mid-Cap Value1 year gross return1 year net return
Brandes U.S. Mid-Cap Value Equity30.1428.81
NB Rachlin Income Plus (PAM)28.8528.81
Triad Investment Mngt Equity28.0326.30
Frantzen Growth & Income27.4825.63
Federated Clover Mid Cap Value27.0625.85
Hotchkis & Wiley Md-Cap Val26.6325.77
WEDGE Mid-Cap Value25.8124.93
Texas First Select Value25.6223.78
Hotchkis & Wiley Value Opp Strgy25.0724.15
Special Mid Cap Value Equity24.6823.64


Mid-Cap Value5 year gross return5 year net return
NB Rachlin Income Plus (PAM)18.2617.11
Hotchkis & Wiley Value Opp Strgy16.0415.18
SouthernSun SMID Cap Composite15.6715.09
Hotchkis & Wiley Md-Cap Val14.6713.89
Texas First Select Value14.3912.74
Dean Inv Mid-Cap Value13.1812.17
Lee Munder Capital Group Mid-Cap Value12.9312.06
Robeco BP Mid-Cap Value Equity12.7011.91
Ceredex Mid Cap Value Equity12.5611.63
WCM Inv Mgt Smid-Cap Value12.0712.07


Large Value1 year gross return1 year net return
Bridgeway Large Cap Value23.8123.26
Ranger Global Income & Growth22.8321.63
NorthPointe Large Cap Value22.6422.07
Brandes U.S. Value Equity22.5121.64
S&P Intrinsic Value22.5022.19
TCW Relative Value Dividend Focused22.4321.58
RIM High Income Dividend Yield Portfolio22.3722.37
Berkshire Dividend Strategy22.1819.98
INTECH U.S. Broad Large Cap Value21.6321.15
S&P 421.4121.11


Large Value5 year gross return5 year net return
S&P Intrinsic Value14.7414.46
Brookmont Capital Dividend Equity13.5012.30
S&P 413.4613.18
S&P Dividend Income & Growth13.3613.08
RIM High Income Dividend Yield Portfolio13.1513.15
ACR EQR Equity Quality Return12.4411.61
O’Shaughnessy Market Leaders Value11.719.83
Lazard U.S. Equity Concentrated11.4710.96
Gries Logix Industry Relative Yield Str11.2410.15
Ranger Global Income & Growth10.959.83


Small Growth1 year gross return1 year net return
AMI Small Cap Growth Composite32.6930.75
Investment Management of Virginia Opport29.9629.33
Bares Capital Mgt Small-Cap28.9527.37
Granahan Inv Mgt - Sm Cap Focused Grth27.0426.01
Kayne Anderson Rudnick Sm Cp Qual Selcet26.9925.44
Allianz US Ultra Micro Cap26.0424.70
Mazama Emerging Small Cap Growth24.8823.99
PNC Cap Adv Small Cap Equity24.6823.57
Copeland Small Cap Dividend Growth24.3423.52
Kopp AccruHealth23.9622.61


Small Growth5 year gross return5 year net return
12th Street Small Cap Value30.9629.70
Allianz US Ultra Micro Cap19.7418.18
Kayne Anderson Rudnick Sm Cp Qual Selcet19.1817.71
Bares Capital Mgt Small-Cap17.6716.23
Bares Capital Mgt Micro-Cap Eq17.5316.09
Kennedy Small Cap Fundamental Growth17.3116.19
Granahan Inv Mgt - Sm Cap Focused Grth17.0715.98
Missouri Valley Sm-Cap Gr16.7315.62
Brown Capital Small Co. Invstmnt Service16.6215.52
T. Rowe Price US Small-Cap Growth Equity16.4815.62


Mid-Cap Growth1 year gross return1 year net return
Niemann Dynamic27.1324.89
RS Concentrated All-Cap Value24.1322.96
Portfolio Resources High Impact Solu G&I23.3222.71
Baron Small-Cap Growth Strategy23.1922.03
Riverbridge Eco Leaders Portfolio21.4419.66
PGI Mid-Cap Equity20.8820.34
Riverbridge SMID Growth20.2919.38
PGI SMA Mid-Cap Equity20.1716.66
DF Dent Mid Cap Growth20.0619.45
Essex Inv Mgt Small/Mid Cap Gr19.9818.69


Mid-Cap Growth5 year gross return5 year net return
Delaware - Smid-Cap Growth-Focus16.4415.63
QCM Mid Cap Growth14.8513.53
Riverbridge SMID Growth14.5313.59
Kayne Anderson Rud Inv Mgt SMid Cp Val14.4213.39
Alliance US SMID Cap Growth13.4512.39
Atlanta High Quality SMID Cap Wrap13.259.97
Atlanta High Quality Smid Cap13.2412.35
Pinnacle Concentrated SMID13.1812.06
RS Small/ Mid Growth Composite12.9111.27
Brown Capital Mgt Md-Cap Gr12.3611.77


Large Growth1 year gross return1 year net return
HSMP Concentrated Quality Growth Eq27.1026.42
Groesbeck Growth23.957.51
Fairpointe Focused Equity23.5322.28
ClearBridge Aggressive Growth21.3420.42
Vulcan Value Partners Large Cap Value20.7820.00
Kinetics All-Cap Equity20.7018.99
ClearBridge Multi Cap Growth ESG20.2716.79
ClearBridge Multi Cap Growth ESG SMA20.2716.79
Congress Asset Mgt All Cap Opportunity20.2319.29
TCW Pluris20.2018.98


Large Growth5 year gross return5 year net return
Vulcan Value Partners Large Cap Value13.9312.96
Wedgewood Concentrated Lg-Cap Gr13.4312.63
ClearBridge Multi Cap Growth ESG13.259.98
ClearBridge Multi Cap Growth ESG SMA13.259.98
Heritage All Cap Growth Equity13.1512.26
S&P Competitive Advantage13.1212.84
Sands Select Growth Equity12.9112.30
Loomis Sayles All Cap Growth12.0311.52
HSMP Concentrated Quality Growth Eq11.9911.35
Delaware All Cap Gr Eq11.8311.02


Small Blend1 year gross return1 year net return
Keeley Inst. SMID Cap Value SMA30.3029.85
Keeley Inst. Small Cap Value SMA29.6229.06
Horizon Small Cap Institutional27.2625.99
Keeley Small Cap Value SMA26.9725.60
Cortina Small Cap Value26.2025.78
PIMCO StocksPLUS Small Cap Abs Return26.1424.85
PNC Cap Adv Structured Sm Cap Core Eq26.0324.92
LMG Growth & Value25.8724.76
Allianz US Systematic Small Cap25.8424.79
Thomson Horstmann & Bryant Micro Cap25.7824.29


Small Blend5 year gross return5 year net return
12th Street Asset Opportunity24.7923.63
NewSouth Capital Mgt NSCM Sm Cap Val Eq17.1316.30
PIMCO StocksPLUS Small Cap Abs Return15.7614.76
Tieton Small Cap Value15.7014.71
Granite Small Cap Core Equity Composite15.5414.41
The Boston Small Cap Oprtnstc Val Eq Mgt15.2814.14
The Boston SMID Cap Opportunistic Value15.0514.00
SouthernSun Small Cap14.8013.81
Burgundy US Small Cap Value Composite14.6613.48
The London Co. Small Cap13.7513.14


Mid-Cap Blend1 year gross return1 year net return
Horizon Spin-Off Institutional29.0827.79
Keeley Small Mid Cap Value SMA26.9925.56
Navellier Power Dividend26.6724.89
The London Co SMID26.1525.29
Lockwell Small/Mid Cap Value24.2623.18
Piedmont Optimized SMid Core23.7523.22
RS Small Cap Value23.4821.89
Channing Capital Mid-Cap Value22.7422.23
Bernzott Capital Small Cap Equity22.4221.63
Iridian Private Business Value Mid-Cap22.4122.02


Mid-Cap Blend5 year gross return5 year net return
F-Squared AlphaSector AlphaDEX Pre Idx18.3617.66
NewSouth Capital Mgt NSCM SMIDCap Val Eq14.1113.41
Pyramis Small/Mid Cap Core Composite13.8813.04
Broadview All Cap Equity13.4912.26
Hahn Capital Mgt HCM Md-Cap Val Eq Comp13.1312.05
Clarkston Capital Partners US Small Cap13.0512.00
Scout Mid Cap Equity12.9212.03
Burgundy US Small / Mid Cap Composite12.8311.71
Bernzott Capital Small Cap Equity12.5311.76
Camden Mid-Cap12.2511.45


Large Blend1 year gross return1 year net return
Smead Capital Appreciation30.6129.61
PIMCO Fundamental IndexPLUS Abs Return27.7426.75
PIMCO StocksPLUS Long Duration26.2425.62
Lazard Intl Strategic Eq (ACW ex-U.S.)24.2323.47
Analytic Investors US Low Volatility23.4223.17
Janus Opportunistic Alpha MA (Retail)22.9919.44
Berkshire Core Equity22.9521.16
Wakefield Large Cap Equity22.1120.30
PIMCO StocksPLUS Absolute Return21.9521.11
Good Harbor Tactical Equity Income21.7819.53


Large Blend5 year gross return5 year net return
Good Harbor Tactical Equity Income25.6423.17
W.E. Donoghue Power Dividend Index17.6215.32
Yacktman Asset Mgt Taxable Focused Comp16.9916.38
PIMCO StocksPLUS Long Duration15.3114.74
F-Squared AlphaSector Premium Index15.1514.47
PIMCO Fundamental IndexPLUS Abs Return14.9114.01
Yacktman Asset Mgt Tax-ex Divers Comp13.5712.74
Oak Associates All Cap Core Growth13.1012.27
F-Squared AlphaSector Rotation Index12.5311.86
Franchise Partners - US Equity11.1010.22


Long/Short Equity1 year gross return1 year net return
Acadian Non-US Small-Cap Long/Short29.3226.36
Acadian Global Long-Short22.8116.92
Westport Absolute Total Return Strategy21.3919.51
IRON S&P 500 Equity Plus17.0616.48
QMA US Core Equity Extended16.0915.31
IRON Global Equity Plus14.5313.73
PIMCO Fundamental Advantage Abs Return13.8412.82
W.E. Donoghue Long-Short Index13.7313.15
Connors Hedged Equities12.9411.83
Confluence Investment IDEA - Plus12.1711.07


Long/Short Equity5 year gross return5 year net return
Fund Architects Dynamic Global Macro25.9025.88
Westport Absolute Total Return Strategy24.8622.55
CCM T Bond Capital Long/Short Strategy18.5216.62
AORDA Portfolio213.419.09
Robinson Market Opportunity12.3711.44
Acadian Non-US Small-Cap Long/Short10.568.68
SaratogaRIM Global GARP Plus10.499.40
CCM S&P Long/Short Strategy9.327.09
PIMCO Fundamental Advantage Abs Return9.038.07
Turner Global Medical Sciences Equity8.927.23


Leveraged Net Long1 year gross return1 year net return
ValueWorks Long-Short Strategy65.0349.96
AQR Capital Global RC 40(140/40)21.2219.73
AJO Large Cap - Absolute Value 130/3021.1820.56
Martingale Low Volatility 130/30 LC+20.6419.75
Cornerstone US Equity Opportunities19.3018.57
AJO Top Cap Absolute Value 130/3019.2819.11
Robeco BP 130/30 Large Cap Value18.8018.55
Martingale 130/30 LargeCap Value18.4017.52
Cornerstone International Opportunities17.6616.84
Analytic Core Eq Plus (Russ1000)16.6616.05


Leveraged Net Long5 year gross return5 year net return
ValueWorks Long-Short Strategy13.368.69
Hillsdale US 130 30 Composite9.478.62
Robeco BP 130/30 Large Cap Value9.448.66
AQR Capital Small Cap Relaxed Constraint9.167.54
JPMorgan Large Cap Core 130/308.227.31
AJO Large Cap - Absolute Value 130/307.857.40
MFS Blended Rsrch - US Cor Eq Extension7.796.88
Chicago Equity Large Cap 130/307.717.07
PanAgora Dynamic Global Extended Alpha7.536.42
LA Capital U.S. Large Cap Active Exten7.506.57


Market Neutral1 year gross return1 year net return
ArbitrOption Cptl Event-Driven Investing112.48106.78
Copeland Risk Managed Dividend Growth14.6613.72
Swan Defined Risk Strategy8.537.55
Swan Defined Risk Strategy All Accounts7.976.45
PanAgora Dynamic Global Market Neutral7.106.09
RVP Absolute Return Strategy6.075.00
GAM Absolute Return Bond Strategy5.484.42
Analytic USMN Systematic Volatility5.164.06
Invesco US Market Neutral Cash3.773.77
American Century U.S. Eq Market Neutral2.681.07


Market Neutral5 year gross return5 year net return
Swan Defined Risk Strategy8.557.50
Swan Defined Risk Strategy All Accounts8.237.03
PSI Absolute Return7.625.51
RVP Absolute Return Strategy7.566.58
GAM Absolute Return Bond Strategy5.194.15
PanAgora Dynamic Global Market Neutral4.112.86
Turner Market Neutral Equity3.691.42
JPMorgan Res Mkt Neutral2.511.51
Invesco US Market Neutral Cash1.391.39
American Century U.S. Eq Market Neutral1.12-0.52


World Stock1 year gross return1 year net return
Mittleman Global Value34.9732.96
ZPR Global Equity31.1529.08
Brandes Global Small Cap Eq29.0827.90
Horizon Research Select Instl27.5426.26
Horizon Research Select - Strategy27.1725.44
Copper Rock Global Small Cap24.4523.22
Horizon Strategic Value Investment Instl24.3823.13
Horizon Core Value - Strategy23.6422.30
Brookfield Glbl Infrastructure Sec Strat23.6222.77
Horizon Large Cap Institutional20.9119.70


World Stock5 year gross return5 year net return
Mittleman Global Value26.7824.90
ZPR Global Equity20.9518.94
Franchise Partners - Global Equity11.3710.40
Harris Assoc. Global Concentrated Comp10.649.64
NorthCoast CAN SLIM International10.478.48
New Path Actively Mgd Allc Strat (AMAS)9.978.34
Tradewinds Multi-Cap Opportunities9.708.85
Brandes Global Small Cap Eq9.628.62
WCM Quality Global Growth9.619.18
UBS Global Equity Income Portfolio9.217.96


Foreign Large Value1 year gross return1 year net return
Polaris Capital Mgt Polaris Intl Eq22.1421.34
Lombardia International Equity20.1219.44
Acadian Non-US ADR Equity18.6417.78
Forward Intl Dividend Institutional18.2817.30
Munder Capital Mgt Int Core Eq18.2317.53
LA Capital Europe Equity17.9717.21
SSgA Active Intl Stock Sel SL Fund Cl I17.828.94
SGA Intl Large Cap Core ADR16.9215.81
Robeco Boston Partners Intl Equity16.6315.76
Wellington Global Perspectives16.4415.41


Foreign Large Value5 year gross return5 year net return
Glovista Global Emging Market Equities10.149.10
Forward Intl Dividend Institutional6.635.79
Sanderson Asset Mgt Intl Val Eq6.074.98
Perkins Global Value5.604.92
Lombardia International Equity5.484.66
LA Capital Europe Equity4.573.90
Newton Capital Mgt Global Higher Income4.573.84
Pyrford International Equity4.043.55
Wellington Global Value3.803.02
Arrowstreet Intl Eq Str All Wld ex US3.703.12


Foreign Large Blend1 year gross return1 year net return
CBRE Clarion International Real Estate28.0226.80
Fiduciary Mgt of Milwaukee Intl Comp19.8318.91
PIMCO Int'l StocksPLUS Absolute Return19.8119.01
Analytic Investors Global Low Volatility19.3019.01
Lazard International Strategic Equity19.1618.49
Ativo International18.4317.31
Burgundy EAFE Composite18.1117.21
Financial Trust Europe ValueMomentum18.0316.57
Brown Capital International Equity17.8617.23
Harris Assoc. International17.8216.99


Foreign Large Blend5 year gross return5 year net return
Harris Assoc. International8.067.25
CapGuard/Intl EM Total Opportunities6.575.52
Burgundy EAFE Composite6.505.64
Analytic Investors Global Low Volatility6.346.08
Federated EAFE Equity Composite6.205.32
HGK International Equity5.964.96
Ranger International Plus5.594.53
Herzfeld Foreign Closed-End5.133.94
MFS International Val Eq5.054.26
PIMCO Int'l StocksPLUS Absolute Return4.804.12


Foreign Large Growth1 year gross return1 year net return
Martin Inv Mgt Tortue Capital21.8820.71
GMO Emerging Domestic Opps Strategy18.0916.87
GMO International Growth Strategy17.4916.80
Vontobel Asset Mgt Intl Eq16.7415.71
Vontobel Asset Mgt Far East Equity16.4414.46
McKinley Capital Mgt Non-U.S. Growth ADR16.2815.42
OFII International Equity14.6913.88
American Century Non-US Growth EAFE Only14.3713.63
Marvin & Palmer Non-US Eq14.1413.45
JPMorgan International Growth14.0313.24


Foreign Large Growth5 year gross return5 year net return
WCM Inv Mgt Focused Growth Intl8.147.54
Martin Inv Mgt Tortue Capital7.266.20
Nuveen Global Growth ORD Compost5.764.91
Vontobel Asset Mgt Far East Equity5.563.41
Matterhorn International Equity5.224.34
Calamos International Growth Composite5.044.03
Walter Scott Int'l (EAFE) Equity5.004.84
OFII International Equity4.733.98
Euclid International Equity4.633.07
Johnston Asset Mgt Corp. Intl Eq4.503.78


Foreign Small/Mid Value1 year gross return1 year net return
QMA International Small Cap Equity23.4122.38
RBC GAM International Equity SA21.5520.44
Ativo International Developed19.5018.52
GMO International Small Companies Strat19.3418.48
Wellington Intl Contrarian Value19.0418.04
Lee Munder Capital Group Int'l Sm Cap Eq18.4517.41
GCIM Intl Small Cap Opportunity18.3017.14
Philadelphia Intl LP Small Cap Intl Eq18.0117.52
The Boston International Small Cap Eq17.9516.85
LMCG Intl Small Cap Collective Fund17.7817.03


Foreign Small/Mid Value5 year gross return5 year net return
Denver Inv Concentrated Intl Small-Cap10.779.58
Denver Inv International Small-Cap10.589.30
Brandes International Small Cap Eq10.119.14
Renaissance Intl Small Cap Eq Wrap8.535.33
Templeton Intl Sm Cap Eq7.987.41
IVA Diversified International7.746.79
GCIM Intl Small Cap Opportunity6.805.75
Wellington Intl Contrarian Value6.705.80
First Eagle International Value Equity6.596.20
Brandes International Mid-Cap Equity5.984.83


Foreign Small/Mid Growth1 year gross return1 year net return
Oberweis Intl Opportunities30.2729.01
Wasatch International Small Cap Growth27.4626.13
American Century Non-U.S. Small Cap23.5322.44
Southeastern Asset Mgt Intl Eq21.1519.80
Navellier International Select20.8219.34
Arbor Capital International Small Cap20.2618.67
Copper Rock International Small Cap20.0618.88
UBS Global ex US Small Cap Growth18.7317.55
Nuveen International Gr ORD Comp18.3917.30
MFS International Small Cap Equity17.2016.10


Foreign Small/Mid Growth5 year gross return5 year net return
Wasatch International Small Cap Growth11.4710.16
Mondrian Inv Intl Sm-Cap Eq8.267.50
Highclere Intl Invs Smaller Companies8.106.80
Navellier International Select7.606.26
Oberweis Intl Opportunities6.935.74
MFS International Small Cap Equity6.825.78
Columbia Wanger International Equity5.074.17
William Blair Intl Small Cap Growth5.044.00
Nuveen International Gr ORD Comp4.964.04
T. Rowe Price International Small-Cap Eq4.963.97


Latin America Stock1 year gross return1 year net return
Financial Trust Latin Value Momentum13.9212.51
Morgan Stanley Latin America Equity3.623.22
T. Rowe Price Latin America Equity-1.21-2.05
Mirae Brazil Sector Leader Equity-13.15-14.03


Latin America Stock5 year gross return5 year net return
Financial Trust Latin Value Momentum3.842.55
Morgan Stanley Latin America Equity1.751.45
T. Rowe Price Latin America Equity0.81-0.05
Mirae Brazil Sector Leader Equity-0.34-1.34


Europe Stock1 year gross return1 year net return
Vontobel Asset Mgt European Equity22.2221.05
INTECH European Large Cap Core21.7521.08
Burgundy European Equity Composite20.0118.83
Wellington Strategic European Equity19.0518.18
Acadian Europe Equity Ex-UK18.3017.44
CIBC International Equity18.2917.42
Acadian European Equity18.2717.39
T. Rowe Price Europe Smaller Comp Equity18.2417.35
MFS European Research Equity16.5015.79
Pictet Small Cap European Core Comp16.0615.26


Europe Stock5 year gross return5 year net return
Burgundy European Equity Composite6.605.54
CIBC International Equity4.293.51
Vontobel Asset Mgt European Equity3.842.34
GEAM Europe Equity Select2.521.67
Lazard European Equity Select ADR SMA2.48-0.57
Pictet Small Cap European Core Comp2.391.67
MFS European Research Equity2.081.34
T. Rowe Price Europe Equity1.911.35
Pyrford European Equity1.380.90
Putnam European Core Equity0.940.14


Japan Stock1 year gross return1 year net return
Baillie Gifford Overseas Japanese Eq17.8817.16
Burgundy Asian (All Cap) Composite16.3415.20
Burgundy Focus Asian Composite15.7114.85
T. Rowe Price Japan Equity14.3813.70
BlackRock Pacific Basin Equity11.4810.82
MFS Japan Equity10.529.77
Acadian Japanese Equity10.069.23
Daiwa SB Structured Fundamental Japan8.848.19
PGI Japanese Equity8.327.67
Tradewinds Japan Equity7.076.21


Japan Stock5 year gross return5 year net return
Burgundy Focus Asian Composite9.678.72
Burgundy Asian (All Cap) Composite9.378.00
Baillie Gifford Overseas Japanese Eq4.033.34
Tradewinds Japan Equity3.532.71
BlackRock Pacific Basin Equity2.642.01
MFS Japan Equity1.570.84
T. Rowe Price Japan Equity0.680.08
Daiwa SB Structured Fundamental Japan0.29-0.31
Acadian Japanese Equity0.15-0.59
PGI Japanese Equity-0.76-1.35


Pacific/Asia ex-Japan Stk1 year gross return1 year net return
Horizon Asia Institutional31.8130.49
Mirae Asia Pacific Consumer Sector Eq22.9721.77
Havenport (Developed Asia) - Composite22.5221.65
Havenport (Asia Pacific Ex Japan) Comp17.9517.12
Havenport (Asia Ex Japan)- Composite16.9416.08
Brandes Asia Pacific ex-Japan Equity14.1512.95
Pyrford Pacific Basin ex Japan Equity13.9013.35
Investec 4Factor Asia Pacific ex Jap Eq13.8913.13
PGI Asia ex-Japan Equity13.6013.23
Morgan Stanley Asia Pacific - ex Japan12.0711.49


Pacific/Asia ex-Japan Stk5 year gross return5 year net return
Horizon Asia Institutional12.8611.73
Mirae Asia Pacific Consumer Sector Eq11.6310.53
Pyrford Pacific Basin ex Japan Equity9.338.82
Brandes Asia Pacific ex-Japan Equity9.238.03
Havenport (Developed Asia) - Composite7.677.26
T. Rowe Price Asia ex-Japan Equity6.976.06
PGI Asia ex-Japan Equity5.244.80
MFS Asia Pacific ex Japan5.044.17
MFS Asia ex Japan Equity4.823.96
Newton Capital Mgt Pacific Bas ex Jap Eq4.633.90


Diversified Pacific/Asia1 year gross return1 year net return
ZPR All Asian48.1546.30
Templeton Asia Pacific Eq21.2520.77
Asia Pacific Equity18.0117.08
Pyrford Intl Plc Asia Pacific Equity15.7115.14
Oberweis Asia Opport14.6613.43
GAM Asia-Pacific Equity11.7311.06
Daiwa SBI Pac Basin Eq9.468.81
Natixis / AIA Mgd ETF - China6.995.94
Accuvest Asian Advantage6.736.56
Sit Inv Pac Basin6.635.68


Diversified Pacific/Asia5 year gross return5 year net return
ZPR All Asian28.3426.17
Pyrford Intl Plc Asia Pacific Equity8.227.71
Templeton Asia Pacific Eq7.507.06
Oberweis Asia Opport3.662.20
Natixis / AIA Mgd ETF - China2.441.29
Sit Inv Pac Basin2.381.46
GAM Asia-Pacific Equity1.810.97
Asia Pacific Equity1.430.61
Daiwa SBI Pac Basin Eq0.810.19
Accuvest Asian Advantage0.000.00


Diversified Emerging Mkts1 year gross return1 year net return
LGM Frontier Markets Strategy35.7332.79
Acadian Emerging Markets Small Cap Eq28.7227.14
WB&C Emerging Markets Small Cap Growth25.0424.81
QMA Emerging Markets Small Cap Equity24.3123.10
HSBC Emging Mkts Eq - New Frontiers23.9222.41
Driehaus Emerging Mkt Small Cap Gr23.6221.27
Cohen & Steers Emging Mkts Rl Estt Secs23.1320.87
SSgA Emerging Markets Index NL Fund Cl A18.921.78
Thornburg Developing World Strategy17.2716.32
Forum Emerging Markets Strategy16.9815.83


Diversified Emerging Mkts5 year gross return5 year net return
Vontobel Asset Mgt Emg Mkts Eq8.697.30
Westwood Global Emerging Mkts Composite7.226.28
OFII Emerging Markets Equity6.955.98
LSV Asset Mgt Emg Mkts Val Eq6.905.88
Brandes Emerging Markets Equity6.525.55
Lee Munder Capital Group Emer Markets6.305.28
Arrowstreet Capital Emg Mkts Equity6.235.52
Mondrian Inv Emg Mkts Eq5.684.55
Berkeley Street Emerging Markets Equity4.503.14
Lazard Emerging Markets Equity4.353.33


Global Real Estate1 year gross return1 year net return
Driehaus International Realty34.5833.74
PGI Global ex-US Real Estate Securities32.3431.63
Goldman Sachs Intl Real Estate Secs28.7927.72
Invesco Global ex-US REITs28.5527.55
Forum Securities Global Ex-US Divers27.5126.51
Cohen & Steers Int'l Real Estate Secs27.3926.53
JPMorgan Intl Real Estate Securities26.9425.59
LaSalle ex-US Real Estate Securities26.9026.03
Urdang Global ex-US REIT26.7726.22
Morgan Stanley International Real Estate26.2825.57


Global Real Estate5 year gross return5 year net return
Heitman Global Focused Strategy5.995.31
Brookfield Global Real Estate Secrt (L)5.905.27
Adelante Global Strategy5.694.88
Global Real Estate Securities - SCA5.615.14
PGI Global Real Estate Securities5.374.61
Driehaus International Realty5.254.62
AB Global Real Estate Securities5.164.43
Heitman Global Diversified Strategy4.914.12
Third Avenue Real Estate Value Equity4.863.69
Urdang Global REIT4.824.21


World Bond1 year gross return1 year net return
Lazard Glbl Listed Infrastruct USD Hedge23.5422.57
Brandywine Global Credit15.5114.37
PGI Global High Yield14.5213.67
Franklin Templeton Global Multi-Sector14.4213.96
Franklin Templeton Euro High Yield14.1713.57
CapGuard/Intl Global High Yield FI13.8413.05
Newgate Total Return Income13.7312.91
PGI Global Credit Opportunities13.3912.55
Oechsle International Fixed Income12.5612.01
GMO Currency Hedged Int’l Bond Strategy12.4511.98


World Bond5 year gross return5 year net return
Franklin Templeton Global Multi-Sector12.9611.78
Stone Harbor Glbl High Yield Comp 70/3010.8510.39
Newgate Total Return Income10.539.66
CapGuard/Intl Global High Yield FI10.489.71
PIMCO Diversified Income10.389.62
Franklin Templeton Global Bond Plus10.079.07
Franklin Templeton Euro High Yield9.418.00
Western Asset Mgt UK Long Duration9.248.91
Franklin Templeton International Bd Pls9.208.23
Brandywine Global Opportun Fxd Inc8.948.45


High Yield Bond1 year gross return1 year net return
TCW Opportunistic MBS29.4028.49
DCM High Yield19.2118.63
Manulife AM US High Yield Fixed Income18.9118.31
Pyramis High Yield CMBS Composite17.5316.67
NCRAM Hi Yld Tol Ret Instl (HYTRIC)17.3316.75
Babson High Yield16.1815.53
Western Asset Mgt US High Yield15.6915.22
Loomis Sayles High Yield Full Discretion15.5715.11
Hotchkis & Wiley High Yield15.2914.79
PineBridge US High Yield Bond Composite15.2814.71


High Yield Bond5 year gross return5 year net return
First Eagle High Yield15.7614.95
PageOne SIP15.3313.53
Clark Navigator Fixed Income TR14.7713.82
NCRAM Hi Yld Tol Ret Instl (HYTRIC)14.2513.69
WST Dynamic Total Return Strategy14.2212.28
AEGON High Yield Fixed Income13.3912.98
AXA Inv Mgrs High Yld13.0912.49
Neuberger Berman Full Market High Yield12.9812.37
MacKay Shields High Yld Active Core12.8812.27
Seix High Yield Unconstrained12.6812.12


Intermediate Government1 year gross return1 year net return
UCM Active Mortgage-Backed Securities10.7310.59
S&P Capital Appreciation Fund Moderate9.489.32
Astor Active Income Program8.286.45
Federated Govt Credit w MAPS MA6.495.29
Columbia US Government Mortgage6.215.84
Federated Govt Credit no MAPS MA5.814.63
Buckhead Govt/Credit Composite5.675.29
Granite Txbl Ltd-Term Relatv Val Strat 15.184.89
Federated Intermediate Govt Credit MA5.033.89
Western Asset Active Bond Gov/Corp-SMA4.983.44


Intermediate Government5 year gross return5 year net return
UCM Active Mortgage-Backed Securities12.8512.57
Columbia US Government Mortgage7.917.54
Federated Govt Credit w MAPS MA7.466.15
Seix Core Government/Credit6.726.30
Federated Govt Credit no MAPS MA6.485.17
Sage Core Government/Credit Fixed Income6.325.94
Buckhead Govt/Credit Composite6.275.89
Western Asset Active Bond Gov/Corp-SMA6.224.66
CS McKee Broad Government Fixed6.075.55
Logan Circle STAMP Intmt Govt/Credit6.055.78


Intermediate-Term Bond1 year gross return1 year net return
Brookfield CMBS Composite17.3516.96
Flaherty & Crumrine Separate Mgd Account15.7715.23
Spectrum Preferred Securities14.5714.29
Stonebridge Tax-Advantaged QDI Pref Secs12.5012.12
PIMCO Investmt Grade Corporate12.4811.98
Brookfield Enhanced Mortgage-Backed Secs12.0511.70
Spectrum Preferred Secs Offshore (NRA)11.899.39
Stonebridge Std Taxable Pref Secs11.8511.48
Spectrum SMA Tax Advantaged Pref Secs11.669.17
Altrius Opportunistic Fixed Inc11.6410.40


Intermediate-Term Bond5 year gross return5 year net return
Flaherty & Crumrine Separate Mgd Account12.9912.45
Brookfield CMBS Composite12.2411.86
Camden Bond Composite11.249.77
PIMCO Investmt Grade Corporate10.7910.30
Stonebridge Tax-Advantaged QDI Pref Secs10.199.80
Loomis Sayles Core Plus9.949.69
Stonebridge Std Taxable Pref Secs9.939.51
MacKay Shields Core Plus Opportunities9.869.42
Altrius Opportunistic Fixed Inc9.838.53
PGI Corporate Plus9.839.57


Short Government1 year gross return1 year net return
Garcia Fix-Inc Government/Credit9.048.77
FFTW Mortgage - Unconstrained9.038.75
FFTW Mortgage Alpha6.425.90
JPMorgan MBS Bond (Columbus)4.594.33
BlackRock Mortgage4.173.91
Garcia F/I Short Duration Opportunistic4.103.92
Sit Inv Short Dur Strat3.443.03
Redstone Short-Intermediate Comp3.413.12
Eagle Government Securities Inst2.812.35
Eagle Government Securities - Retail2.741.81


Short Government5 year gross return5 year net return
FFTW Mortgage - Unconstrained9.659.38
Garcia Fix-Inc Government/Credit7.737.43
JPMorgan MBS Bond (Columbus)7.557.29
FFTW Mortgage Alpha7.526.98
BlackRock Mortgage6.055.76
PIMCO Mortgage Constrained5.765.59
Sit Inv Short Dur Strat5.715.27
Redstone Short-Intermediate Comp4.784.51
Eagle Government Securities Inst4.544.11
Weaver Short Controlled Risk4.484.35


Short-Term Bond1 year gross return1 year net return
Brookfield Opportunistic MBS26.8526.07
Atlantic Enhanced Stock Indexing16.4215.90
TCW MetWest Strategic Income13.9812.03
IS - Rising Rates10.078.52
TCW MetWest Opportunistic Core Plus8.427.98
Atalanta Sosnoff Tx Exmpt Interm Dur Fxd8.057.81
PIMCO Core Plus Total Ret Full Auth8.057.55
PIMCO Mode Dur Core Plus Full Authority6.816.37
Western Asset Core Plus SMA6.244.69
iSectors Capital Preservation Allocation5.795.21


Short-Term Bond5 year gross return5 year net return
TCW MetWest Opportunistic Core Plus10.389.93
TCW MetWest Strategic Income8.747.68
Brookfield Opportunistic MBS8.197.42
PIMCO Core Plus Total Ret Full Auth7.917.43
Atlantic Enhanced Stock Indexing7.866.53
Western Asset Core Plus SMA7.706.12
Ryan Labs Broad Market Enhanced GC7.246.93
PIMCO Mode Dur Core Plus Full Authority7.126.67
Atalanta Sosnoff Tx Exmpt Interm Dur Fxd6.876.66
PIMCO Mortgage Unconstrained6.325.72


Ultrashort Bond1 year gross return1 year net return
Western Asset Mgt US Index Plus17.5917.22
TCW MetWest AlphaTrak17.0317.00
Pyramis Leveraged Loan Composite11.3410.79
The Lara U.S Treas Bond Mgt Prog9.249.24
Columbia Currency Alpha Absolute Return3.672.77
Goldman Sachs US Mortgages3.122.86
TCW MetWest Ultra Short Bonds3.052.89
Pioneer Multi-Asset Ultrashort Income3.002.29
PIMCO Short Term2.652.23
Federated Active Cash Moderate FI Comp2.382.08


Ultrashort Bond5 year gross return5 year net return
Pyramis Leveraged Loan Composite9.579.03
Western Asset Mgt US Index Plus5.885.56
Goldman Sachs US Mortgages5.505.22
TCW MetWest AlphaTrak5.405.19
The Lara U.S Treas Bond Mgt Prog3.503.39
Federated Active Cash Broad FI Composite3.192.87
Dana Limited Volatility3.142.90
Columbia Currency Alpha Absolute Return3.092.66
PIMCO Short Term2.992.60
StableRiver US Govt Sec Ultra-Shrt Strat2.762.51


Long Government1 year gross return1 year net return
TCW Securitized Opportunities20.5619.37
JPMorgan Long Duration Diversified Alpha10.7410.36
Johnson Institutional Mgmt Lng Crdt10.3910.13
JPMorgan Long Duration Invmtt Grade Plus10.029.70
JPMorgan Long Duration Investment Grade9.889.61
NISA 15+ STRIPS9.779.52
Hillswick Long Duration Government9.749.40
NISA Long Dur Govt Only Consolidated9.599.34
PIMCO Long Duration Treasury8.958.42
Hoisington Inv Mgt Macroeconomic FI Comp8.107.88


Long Government5 year gross return5 year net return
TCW Securitized Opportunities21.3620.06
CMG SR Treasury Bond Program20.5417.56
Hillswick Long Duration Government11.6011.27
NISA 15+ STRIPS11.3511.08
NISA Long Dur Govt Only Consolidated11.2110.94
Ryan Labs Very Long Liability Enhanced10.8310.47
JPMorgan Long Duration Invmtt Grade Plus10.6010.21
JPMorgan Long Duration Diversified Alpha10.259.85
Jennison Active Long Government10.2510.04
PIMCO Long Duration Treasury10.209.68


Long-Term Bond1 year gross return1 year net return
Delaware - Long Dur Fix-Inc16.0915.47
Guggenheim Absolute Return Strategic14.9714.65
PIMCO Long Term Bond - Long Credit14.8514.56
Logan Circle Long Credit14.8314.43
Standish US Long Duration13.8713.64
Cohen & Steers Exchange Traded Prefs13.6813.14
PineBridge US Lng Dur Crdit Bd Composite13.4013.09
Logan Circle Long Duration13.1912.82
Reams Long Duration Fixed Income12.7112.50
CapGuard/Intl Long Duration Credit Plus12.5312.20


Long-Term Bond5 year gross return5 year net return
Reams Long Duration Fixed Income16.4316.19
Delaware - Long Dur Fix-Inc14.5513.96
Logan Circle Long Duration13.4113.01
PIMCO Long Term Bond - Long Credit13.1612.85
Guggenheim Absolute Return Strategic12.8812.49
PineBridge US Lng Dur Crdit Bd Composite12.4712.17
Standish US Long Duration12.2712.03
UBS Long Duration12.1411.73
PIMCO Long Term Bond Full Authority12.0411.77
Dodge & Cox Long Duration11.8911.27


Multisector Bond1 year gross return1 year net return
Loomis Sayles Multi-Sector Full Discretn13.0212.69
Thornburg Multisector Opportunistic Stra12.2011.40
Putnam Multi-Strategy Fixed Income11.1310.36
Foy SELECTOR Income10.819.53
Standish Opportunistic Fixed Income10.7510.19
Guggenheim Fixed Income10.019.65
PineBridge Strat Bond Composite (USD)10.009.56
Manulife AM US Strategic Fixed Income9.919.47
Pioneer Opportunistic Core Plus9.869.42
Logan Circle Multi-Sector Fixed Income9.829.46


Multisector Bond5 year gross return5 year net return
BTS Select Bond Asset Allocation Program16.4113.78
Clark Navigator FI Total Return (SAI)14.7713.84
Camden Bond11.249.78
Loomis Sayles Multi-Sector Full Discretn10.8410.49
Thornburg Multisector Opportunistic Stra10.279.17
Medium Quality Core Fixed Income10.279.84
Manulife AM US Strategic Fixed Income9.909.49
GW Capital Medium-grade Bond9.609.11
Pioneer Opportunistic Core Plus9.519.08
Logan Circle Multi-Sector Fixed Income9.388.99


Convertibles1 year gross return1 year net return
Cohen & Steers Preferred Securities17.6316.62
ClearBridge U.S. Convertibles17.3616.67
Gabelli Asset Mgt Convert14.8913.94
Camden Long Only Convertible Composite13.8613.26
Nicholas Inv - Convertibles12.6311.77
Oaktree U.S. Convertibles12.5511.99
Invesco Convertible Securities12.4111.73
Advent Balanced Convertible Strategy11.9011.40
Allianz Convertibles11.8311.39
Delaware - Convertibles11.4610.95


Convertibles5 year gross return5 year net return
PENN Capital Mgt Convertible Securities12.1810.65
Oaktree High Income Convertibles11.8211.26
Cohen & Steers Preferred Securities11.5510.99
ClearBridge U.S. Convertibles11.3510.69
Wellesley Invstm Convertibles SA10.279.46
Shenkman Capital Mgt Convertible Comp10.169.35
Nicholas Inv - Convertibles10.089.26
Allianz Convertibles9.428.96
Invesco Convertible Securities9.378.58
Delaware - Convertibles8.918.29


High Yield Bond1 year gross return1 year net return
TCW Opportunistic MBS29.4028.49
DCM High Yield19.2118.63
Manulife AM US High Yield Fixed Income18.9118.31
Pyramis High Yield CMBS Composite17.5316.67
NCRAM Hi Yld Tol Ret Instl (HYTRIC)17.3316.75
Babson High Yield16.1815.53
Western Asset Mgt US High Yield15.6915.22
Loomis Sayles High Yield Full Discretion15.5715.11
Hotchkis & Wiley High Yield15.2914.79
PineBridge US High Yield Bond Composite15.2814.71


High Yield Bond5 year gross return5 year net return
First Eagle High Yield15.7614.95
PageOne SIP15.3313.53
Clark Navigator Fixed Income TR14.7713.82
NCRAM Hi Yld Tol Ret Instl (HYTRIC)14.2513.69
WST Dynamic Total Return Strategy14.2212.28
AEGON High Yield Fixed Income13.3912.98
AXA Inv Mgrs High Yld13.0912.49
Neuberger Berman Full Market High Yield12.9812.37
MacKay Shields High Yld Active Core12.8812.27
Seix High Yield Unconstrained12.6812.12


Intermediate Government1 year gross return1 year net return
UCM Active Mortgage-Backed Securities10.7310.59
S&P Capital Appreciation Fund Moderate9.489.32
Astor Active Income Program8.286.45
Federated Govt Credit w MAPS MA6.495.29
Columbia US Government Mortgage6.215.84
Federated Govt Credit no MAPS MA5.814.63
Buckhead Govt/Credit Composite5.675.29
Granite Txbl Ltd-Term Relatv Val Strat 15.184.89
Federated Intermediate Govt Credit MA5.033.89
Western Asset Active Bond Gov/Corp-SMA4.983.44


Intermediate Government5 year gross return5 year net return
UCM Active Mortgage-Backed Securities12.8512.57
Columbia US Government Mortgage7.917.54
Federated Govt Credit w MAPS MA7.466.15
Seix Core Government/Credit6.726.30
Federated Govt Credit no MAPS MA6.485.17
Sage Core Government/Credit Fixed Income6.325.94
Buckhead Govt/Credit Composite6.275.89
Western Asset Active Bond Gov/Corp-SMA6.224.66
CS McKee Broad Government Fixed6.075.55
Logan Circle STAMP Intmt Govt/Credit6.055.78


Intermediate-Term Bond1 year gross return1 year net return
Brookfield CMBS Composite17.3516.96
Flaherty & Crumrine Separate Mgd Account15.7715.23
Spectrum Preferred Securities14.5714.29
Stonebridge Tax-Advantaged QDI Pref Secs12.5012.12
PIMCO Investmt Grade Corporate12.4811.98
Brookfield Enhanced Mortgage-Backed Secs12.0511.70
Spectrum Preferred Secs Offshore (NRA)11.899.39
Stonebridge Std Taxable Pref Secs11.8511.48
Spectrum SMA Tax Advantaged Pref Secs11.669.17
Altrius Opportunistic Fixed Inc11.6410.40


Intermediate-Term Bond5 year gross return5 year net return
Flaherty & Crumrine Separate Mgd Account12.9912.45
Brookfield CMBS Composite12.2411.86
Camden Bond Composite11.249.77
PIMCO Investmt Grade Corporate10.7910.30
Stonebridge Tax-Advantaged QDI Pref Secs10.199.80
Loomis Sayles Core Plus9.949.69
Stonebridge Std Taxable Pref Secs9.939.51
MacKay Shields Core Plus Opportunities9.869.42
Altrius Opportunistic Fixed Inc9.838.53
PGI Corporate Plus9.839.57


Short Government1 year gross return1 year net return
Garcia Fix-Inc Government/Credit9.048.77
FFTW Mortgage - Unconstrained9.038.75
FFTW Mortgage Alpha6.425.90
JPMorgan MBS Bond (Columbus)4.594.33
BlackRock Mortgage4.173.91
Garcia F/I Short Duration Opportunistic4.103.92
Sit Inv Short Dur Strat3.443.03
Redstone Short-Intermediate Comp3.413.12
Eagle Government Securities Inst2.812.35
Eagle Government Securities - Retail2.741.81


Short Government5 year gross return5 year net return
FFTW Mortgage - Unconstrained9.659.38
Garcia Fix-Inc Government/Credit7.737.43
JPMorgan MBS Bond (Columbus)7.557.29
FFTW Mortgage Alpha7.526.98
BlackRock Mortgage6.055.76
PIMCO Mortgage Constrained5.765.59
Sit Inv Short Dur Strat5.715.27
Redstone Short-Intermediate Comp4.784.51
Eagle Government Securities Inst4.544.11
Weaver Short Controlled Risk4.484.35


Short-Term Bond1 year gross return1 year net return
Brookfield Opportunistic MBS26.8526.07
Atlantic Enhanced Stock Indexing16.4215.90
TCW MetWest Strategic Income13.9812.03
IS - Rising Rates10.078.52
TCW MetWest Opportunistic Core Plus8.427.98
Atalanta Sosnoff Tx Exmpt Interm Dur Fxd8.057.81
PIMCO Core Plus Total Ret Full Auth8.057.55
PIMCO Mode Dur Core Plus Full Authority6.816.37
Western Asset Core Plus SMA6.244.69
iSectors Capital Preservation Allocation5.795.21


Short-Term Bond5 year gross return5 year net return
TCW MetWest Opportunistic Core Plus10.389.93
TCW MetWest Strategic Income8.747.68
Brookfield Opportunistic MBS8.197.42
PIMCO Core Plus Total Ret Full Auth7.917.43
Atlantic Enhanced Stock Indexing7.866.53
Western Asset Core Plus SMA7.706.12
Ryan Labs Broad Market Enhanced GC7.246.93
PIMCO Mode Dur Core Plus Full Authority7.126.67
Atalanta Sosnoff Tx Exmpt Interm Dur Fxd6.876.66
PIMCO Mortgage Unconstrained6.325.72


Ultrashort Bond1 year gross return1 year net return
Western Asset Mgt US Index Plus17.5917.22
TCW MetWest AlphaTrak17.0317.00
Pyramis Leveraged Loan Composite11.3410.79
The Lara U.S Treas Bond Mgt Prog9.249.24
Columbia Currency Alpha Absolute Return3.672.77
Goldman Sachs US Mortgages3.122.86
TCW MetWest Ultra Short Bonds3.052.89
Pioneer Multi-Asset Ultrashort Income3.002.29
PIMCO Short Term2.652.23
Federated Active Cash Moderate FI Comp2.382.08


Ultrashort Bond5 year gross return5 year net return
Pyramis Leveraged Loan Composite9.579.03
Western Asset Mgt US Index Plus5.885.56
Goldman Sachs US Mortgages5.505.22
TCW MetWest AlphaTrak5.405.19
The Lara U.S Treas Bond Mgt Prog3.503.39
Federated Active Cash Broad FI Composite3.192.87
Dana Limited Volatility3.142.90
Columbia Currency Alpha Absolute Return3.092.66
PIMCO Short Term2.992.60
StableRiver US Govt Sec Ultra-Shrt Strat2.762.51


Long Government1 year gross return1 year net return
TCW Securitized Opportunities20.5619.37
JPMorgan Long Duration Diversified Alpha10.7410.36
Johnson Institutional Mgmt Lng Crdt10.3910.13
JPMorgan Long Duration Invmtt Grade Plus10.029.70
JPMorgan Long Duration Investment Grade9.889.61
NISA 15+ STRIPS9.779.52
Hillswick Long Duration Government9.749.40
NISA Long Dur Govt Only Consolidated9.599.34
PIMCO Long Duration Treasury8.958.42
Hoisington Inv Mgt Macroeconomic FI Comp8.107.88


Long Government5 year gross return5 year net return
TCW Securitized Opportunities21.3620.06
CMG SR Treasury Bond Program20.5417.56
Hillswick Long Duration Government11.6011.27
NISA 15+ STRIPS11.3511.08
NISA Long Dur Govt Only Consolidated11.2110.94
Ryan Labs Very Long Liability Enhanced10.8310.47
JPMorgan Long Duration Invmtt Grade Plus10.6010.21
JPMorgan Long Duration Diversified Alpha10.259.85
Jennison Active Long Government10.2510.04
PIMCO Long Duration Treasury10.209.68


Long-Term Bond1 year gross return1 year net return
Delaware - Long Dur Fix-Inc16.0915.47
Guggenheim Absolute Return Strategic14.9714.65
PIMCO Long Term Bond - Long Credit14.8514.56
Logan Circle Long Credit14.8314.43
Standish US Long Duration13.8713.64
Cohen & Steers Exchange Traded Prefs13.6813.14
PineBridge US Lng Dur Crdit Bd Composite13.4013.09
Logan Circle Long Duration13.1912.82
Reams Long Duration Fixed Income12.7112.50
CapGuard/Intl Long Duration Credit Plus12.5312.20


Long-Term Bond5 year gross return5 year net return
Reams Long Duration Fixed Income16.4316.19
Delaware - Long Dur Fix-Inc14.5513.96
Logan Circle Long Duration13.4113.01
PIMCO Long Term Bond - Long Credit13.1612.85
Guggenheim Absolute Return Strategic12.8812.49
PineBridge US Lng Dur Crdit Bd Composite12.4712.17
Standish US Long Duration12.2712.03
UBS Long Duration12.1411.73
PIMCO Long Term Bond Full Authority12.0411.77
Dodge & Cox Long Duration11.8911.27


Multisector Bond1 year gross return1 year net return
Loomis Sayles Multi-Sector Full Discretn13.0212.69
Thornburg Multisector Opportunistic Stra12.2011.40
Putnam Multi-Strategy Fixed Income11.1310.36
Foy SELECTOR Income10.819.53
Standish Opportunistic Fixed Income10.7510.19
Guggenheim Fixed Income10.019.65
PineBridge Strat Bond Composite (USD)10.009.56
Manulife AM US Strategic Fixed Income9.919.47
Pioneer Opportunistic Core Plus9.869.42
Logan Circle Multi-Sector Fixed Income9.829.46


Multisector Bond5 year gross return5 year net return
BTS Select Bond Asset Allocation Program16.4113.78
Clark Navigator FI Total Return (SAI)14.7713.84
Camden Bond11.249.78
Loomis Sayles Multi-Sector Full Discretn10.8410.49
Thornburg Multisector Opportunistic Stra10.279.17
Medium Quality Core Fixed Income10.279.84
Manulife AM US Strategic Fixed Income9.909.49
GW Capital Medium-grade Bond9.609.11
Pioneer Opportunistic Core Plus9.519.08
Logan Circle Multi-Sector Fixed Income9.388.99


Inflation-Protected Bond1 year gross return1 year net return
PIMCO Real Ret Asset Long Duration11.5210.98
PIMCO Real Return Full Authority8.097.59
PIMCO Real Return for Managed Accounts7.966.30
Laffer Investments US Inflation Strategy7.806.77
Franklin Templeton US TIPS6.266.12
Ryan Labs Inflation Index Intermediate6.265.86
Hartford Inv Mgt TIPS – Asset Class6.205.99
Standish Global TIPS6.116.00
Western Asset Mgt US TIPS Full Discr6.115.77
American Century US Inflation-Adjust Bd5.875.37


Inflation-Protected Bond5 year gross return5 year net return
PIMCO Real Ret Asset Long Duration9.969.38
PIMCO Real Return for Managed Accounts7.465.83
PIMCO Real Return Full Authority7.316.77
Hartford Inv Mgt TIPS – Asset Class6.536.32
FFTW Inflation Linked Bonds U.S.6.526.27
Franklin Templeton US TIPS6.446.30
FFTW Global Inflation Linked Bonds6.296.09
American Century US Inflation-Adjust Bd6.175.64
Ryan Labs Inflation Index Intermediate6.155.81
BlackRock TIPS PLUS6.135.82


Stable Value1 year gross return1 year net return
PIMCO Mod Dur Core Stable Value4.304.09
IBEW NECA Stable Value Trust Premier Cl2.880.00
Fiduciary Capital Mgt FCM/GIC Stable Val2.792.55
T. Rowe Price Stable Value2.712.46
Galliard Stable Value Composite2.612.20
BMO Employee Benefit Stable Principal Fd2.472.07
Invesco Stable Value2.262.04
JPMorgan US FI Stable Value (NY)2.161.97
Columbia Stable Value – Government Strat2.111.91
Riversource Trust Stable Capital Fund J2.101.59


Stable Value5 year gross return5 year net return
PIMCO Mod Dur Core Stable Value5.385.16
T. Rowe Price Stable Value3.853.64
Fiduciary Capital Mgt FCM/GIC Stable Val3.783.54
IBEW NECA Stable Value Trust Premier Cl3.570.00
Galliard Stable Value Composite3.513.10
Invesco Stable Value3.403.19
Columbia Stable Value – Government Strat3.223.01
Riversource Trust Stable Capital Fund J3.112.60
BMO Employee Benefit Stable Principal Fd2.942.53
Columbia Stable Value – Inv Grade Strat2.822.59


Emerging Markets Bond1 year gross return1 year net return
Logan Circle Emerging Markets Debt17.4416.77
GMO Emerging Country Debt Strategy17.3316.49
Ashmore Emerg Mkts Corp Dbt (Broad) Comp16.7815.46
Invesco Emerging Market Corporate Bond15.6814.94
TCW Emerging Markets Fixed Income14.4613.84
Franklin Templeton Emg Mkt Debt Opp14.1713.37
Prudential Fixed Inc Emerging Mkts Debt13.5612.81
Columbia Emerging Markets Fixed Income13.4312.87
FFTW EMD Corporate Debt13.1112.45
Payden & Rygel Emerging Markets13.0712.52


Emerging Markets Bond5 year gross return5 year net return
TCW Emerging Markets Fixed Income15.2514.55
Logan Circle Emerging Markets Debt15.1414.49
Ashmore Emerg Mkts Corp Dbt (Broad) Comp13.4412.16
DCM - Emerging Markets Debt13.1012.43
Columbia Emerging Markets Fixed Income12.7511.83
GMO Emerging Country Debt Strategy12.3911.55
Wellington Emerging Markets Debt12.3811.71
Stone Harbor EMD Total Return12.3411.72
AEGON Emerging Markets - Glb Diversified11.9811.58
Pyramis Emerging Market Debt Composite11.9511.23


World Allocation1 year gross return1 year net return
Niemann Dynamic Sector22.8020.69
PanAgora Risk Parity Multi Asset Plus17.1515.89
CapGuard/Intl Absolute Income Grower14.9414.14
GEAM Global Select Equity14.6213.83
Baillie Gifford Overseas Global Alpha13.4912.77
LIS Model V Taxable13.4812.64
Loring Ward Global Equity DFA13.4613.16
LIS Model V Tax Deferred13.3912.55
LAAP Model V13.1112.66
Loring Ward Global Equity DFA TM13.0512.75


World Allocation5 year gross return5 year net return
Keystone Wealth Alpha Rotation24.4823.00
TTM Momentum Growth Strategy14.0413.51
TTM All Weather Strategy12.5811.92
TTM Institutional Growth Strategy11.6411.06
TTM Market Masters Strategy11.2811.18
Innealta Country Rotation Model9.737.52
TTM Endowment Strategy9.239.13
PanAgora Risk Parity Multi Asset Plus8.146.72
PIMCO All Asset Strategy7.976.99
IVA Diversified Global7.756.77


Conservative Allocation1 year gross return1 year net return
WBI Balanced Plus16.5715.00
Parametric Tax-Adv Enhanced Income16.0415.64
Farr Miller & Wash FMW Gr & Inc15.7315.05
Parametric Enhanced Income14.9914.60
Westwood Mgmt Corp. Inc Opportunity13.8713.61
NWQ Flexible Income13.7013.06
Sowell Total Return12.5710.73
Donaldson Endowment - Cornerstone12.5011.50
FPA Contrarian Value12.2511.01
TCIA ETF Level 111.9710.42


Conservative Allocation5 year gross return5 year net return
Clark Navigator MultiStrategy 25-75(SAI)13.6111.76
IWM Income Model11.8311.82
PageOne SIP Plus11.539.62
Clark Navigator MultiStrategy 50-50(SAI)11.509.80
Innealta Sector Rotation Core Model9.977.71
MCA Conservative Portfolios9.568.74
WBI Balanced Plus9.327.74
Westwood Mgmt Corp. Inc Opportunity9.278.73
SFS Proactive Conservative Growth9.058.40
Donaldson Endowment - Cornerstone8.607.68


Moderate Allocation1 year gross return1 year net return
Advisors Asset Mgt Tactical Income20.6720.00
Ken Roberts Diversified Income Strategy18.3017.84
Punch Income Composite18.1717.05
First Trust FTA Eq Inc Closed-End Fd15.8614.06
Dunn Warren Equity Income Portfolio15.8013.53
Advisors Capital Mgt Balanced15.6414.25
Hilton Capital Yield Plus15.6114.55
Johnson Institutional Mgt Enhanced Index15.5315.27
Winterset Active/Edge Moderate Hybrid15.3213.04
Astor S.T.A.R. Program15.2313.53


Moderate Allocation5 year gross return5 year net return
Winterset Active/Edge Aggr Gr (ProFunds)33.8531.21
Winterset Active/Edge Moderate Hybrid25.0122.53
Good Harbor U.S. Tactical Core19.6618.32
CMG Opportunistic All Asset Strategy19.0816.18
CMG Opportunistic All Asset ETF Strategy18.8517.51
Clark Navigator Glbl Bal ETF 20-80 Hdgd12.3112.17
IWM Growth12.1212.11
IWM Moderate Growth12.0112.00
IWM Moderate11.1911.13
Advisors Asset Mgt Tactical Income10.9710.17


Target Date 2000-20101 year gross return1 year net return
Principal Trust Target 2010 I8.878.85
Principal Trust Target 2010 I108.878.73
Principal Trust Target 2010 I258.878.71
Principal Trust Target 2010 Fund R68.878.57
Principal Trust Target 2010 Fund R58.878.37
Principal Trust Target 2010 Fund R48.878.30
Principal Trust Target 2010 Fund R38.878.16
Principal Trust Target 2010 Fund R28.878.04
Principal Trust Target 2010 Fund R18.877.99
JPMorgan Commingled Pension Sr2010 C Cl8.648.21


Target Date 2000-20105 year gross return5 year net return
JPMorgan Commingled Pension Sr Inc C Cl6.155.74
JPMorgan Commingled Pension Sr2010 C Cl5.815.39
Principal Trust Target 2010 I0.000.00
Principal Trust Target 2010 I100.000.00
Principal Trust Target 2010 I250.000.00
SSgA Target Retirement 2010 NL Ser A0.006.33
SSgA Target Retirement 2010 SL Fd Cl II0.006.23
Principal Trust Target 2010 Fund R60.000.00
SSgA Target Retirement 2010 NL Ser C0.006.31
Principal Trust Target 2010 Fund R50.000.00


Target Date 2011-20151 year gross return1 year net return
SSgA Target Retirement 2015 SL Fd Cl II11.1810.13
Principal Trust Target 2015 I9.769.72
Principal Trust Target 2015 I109.769.68
Principal Trust Target 2015 I259.769.48
Principal Trust Target 2015 Fund R69.769.41
Principal Trust Target 2015 Fund R59.769.30
Principal Trust Target 2015 Fund R49.769.05
Principal Trust Target 2015 Fund R39.768.89
Principal Trust Target 2015 Fund R29.768.77
Principal Trust Target 2015 Fund R19.768.67


Target Date 2011-20155 year gross return5 year net return
JPMorgan Commingled Pension Sr2015 C Cl6.255.68
Meeder Age-based 60-624.724.72
SSgA Target Retirement 2015 NL Ser A0.006.67
SSgA Target Retirement 2015 SL Fd Cl II0.006.56
SSgA Target Retirement 2015 NL Ser C0.006.61
SSgA Target Retirement 2015 SL Fd Cl III0.006.28
SSgA Target Retirement 2015 NL Ser D0.006.26
SSgA Target Retirement 2015 SL Ser VI0.006.27
Principal Trust Target 2015 I0.000.00
Principal Trust Target 2015 I100.000.00


Target Date 2016-20201 year gross return1 year net return
JPMorgan Commingled Pension Sr2020 C Cl10.599.94
Principal Trust Target 2020 I10.5810.52
Principal Trust Target 2020 I1010.5810.19
Principal Trust Target 2020 Fund R610.5810.11
Principal Trust Target 2020 Fund R510.5810.05
Principal Trust Target 2020 Fund R410.5810.00
Principal Trust Target 2020 I2510.589.86
Principal Trust Target 2020 Fund R310.589.73
Principal Trust Target 2020 Fund R210.589.56
Principal Trust Target 2020 Fund R110.589.39


Target Date 2016-20205 year gross return5 year net return
JPMorgan Commingled Pension Sr2020 C Cl6.275.64
Meeder Age-based 55-594.534.53
SSgA Target Retirement 2020 NL Ser A0.006.69
SSgA Target Retirement 2020 SL Fd Cl II0.006.62
SSgA Target Retirement 2020 NL Ser C0.006.68
SSgA Target Retirement 2020 SL Fd Cl III0.006.35
SSgA Target Retirement 2020 NL Ser D0.006.33
SSgA Target Retirement 2020 SL Ser VI0.006.33
Principal Trust Target 2020 I0.000.00
JPMCB SmrtRetirmt Pasv Blnd 2020-C0.000.00


Target Date 2021-20251 year gross return1 year net return
Principal Trust Target 2025 I11.3811.37
Principal Trust Target 2025 I1011.3811.16
Principal Trust Target 2025 I2511.3810.77
Principal Trust Target 2025 Fund R611.3810.60
Principal Trust Target 2025 Fund R411.3810.59
Principal Trust Target 2025 Fund R511.3810.56
Principal Trust Target 2025 Fund R311.389.97
Principal Trust Target 2025 Fund R211.389.85
Principal Trust Target 2025 Fund R111.389.83
JPMCB SmartRetiremt Passive Blend 202511.1210.83


Target Date 2021-20255 year gross return5 year net return
JPMorgan Commingled Pension Sr2025 C Cl6.485.80
Meeder Age-based 50-544.334.33
SSgA Target Retirement 2025 NL Ser A0.006.56
SSgA Target Retirement 2025 SL Fd Cl II0.006.45
SSgA Target Retirement 2025 NL Ser C0.006.48
Principal Trust Target 2025 I0.000.00
SSgA Target Retirement 2025 SL Fd Cl III0.006.18
SSgA Target Retirement 2025 NL Ser D0.006.15
Principal Trust Target 2025 I100.000.00
SSgA Target Retirement 2025 SL Ser VI0.006.15


Target Date 2026-20301 year gross return1 year net return
JPMorgan Commingled Pension Sr2030 C Cl11.7410.98
Schwab Managed Retirement Tr Fd 2030 IV11.6411.12
Principal Trust Target 2030 I11.5911.60
Principal Trust Target 2030 I1011.5911.51
JPMCB SmartRetiremt Passive Blend 203011.5911.30
Principal Trust Target 2030 I2511.5911.22
Principal Trust Target 2030 Fund R611.5911.07
Principal Trust Target 2030 Fund R511.5910.91
Principal Trust Target 2030 Fund R411.5910.90
Principal Trust Target 2030 Fund R311.5910.70


Target Date 2026-20305 year gross return5 year net return
JPMorgan Commingled Pension Sr2030 C Cl5.855.09
Meeder Age-based 45-494.144.14
SSgA Target Retirement 2030 NL Ser A0.006.27
SSgA Target Retirement 2030 SL Fd Cl II0.006.20
SSgA Target Retirement 2030 NL Ser C0.006.23
SSgA Target Retirement 2030 SL Fd Cl III0.005.94
Principal Trust Target 2030 I0.000.00
SSgA Target Retirement 2030 NL Ser D0.005.91
SSgA Target Retirement 2030 SL Ser VI0.005.93
Principal Trust Target 2030 I100.000.00


Target Date 2031-20351 year gross return1 year net return
Schwab Managed Retirement Tr Fd 2035 IV12.2011.66
JPMorgan Commingled Pension Sr2035 C Cl12.0111.19
JPMCB SmartRetiremt Passive Blend 203511.9911.70
Principal Trust Target 2035 I11.7611.75
Principal Trust Target 2035 Fund R611.7611.58
Principal Trust Target 2035 I1011.7611.56
Principal Trust Target 2035 Fund R511.7611.43
Principal Trust Target 2035 Fund R411.7611.43
Principal Trust Target 2035 I2511.7611.31
Principal Trust Target 2035 Fund R311.7611.09


Target Date 2031-20355 year gross return5 year net return
JPMorgan Commingled Pension Sr2035 C Cl6.025.23
Meeder Age-based 44 and under4.034.03
SSgA Target Retirement 2035 NL Ser A0.005.88
SSgA Target Retirement 2035 SL Fd Cl II0.005.78
SSgA Target Retirement 2035 NL Ser C0.005.76
JPMCB SmrtRetirmt Pasv Blnd 2035-C0.000.00
Principal Trust Target 2035 I0.000.00
SSgA Target Retirement 2035 SL Fd Cl III0.005.51
JPMCB SmartRetiremt Passive Blend 20350.000.00
SSgA Target Retirement 2035 NL Ser D0.005.51


Target Date 2036-20401 year gross return1 year net return
Schwab Managed Retirement Tr Fd 2040 IV12.5512.04
Principal Trust Target 2040 I12.4212.35
Principal Trust Target 2040 I2512.4212.20
Principal Trust Target 2040 I1012.4212.15
Principal Trust Target 2040 Fund R612.4211.69
Principal Trust Target 2040 Fund R512.4211.58
Principal Trust Target 2040 Fund R412.4211.52
Principal Trust Target 2040 Fund R312.4211.32
Principal Trust Target 2040 Fund R212.4211.14
Principal Trust Target 2040 Fund R112.4210.99


Target Date 2036-20405 year gross return5 year net return
JPMorgan Commingled Pension Sr2040 C Cl5.915.07
Principal Trust Target 2040 I0.000.00
SSgA Target Retirement 2040 NL Ser A0.005.79
Principal Trust Target 2040 I250.000.00
SSgA Target Retirement 2040 SL Fd Cl II0.005.72
Principal Trust Target 2040 I100.000.00
SSgA Target Retirement 2040 NL Ser C0.005.72
Schwab Managed Retirement Tr Fd 2040 IV0.004.68
SSgA Target Retirement 2040 SL Fd Cl III0.005.48
JPMCB SmrtRetirmt Pasv Blnd 2040-C0.000.00


Target Date 2041-20451 year gross return1 year net return
Schwab Managed Retirement Tr Fd 2045 IV12.8712.37
Principal Trust Target 2045 I1012.6512.59
Principal Trust Target 2045 I12.6512.58
Principal Trust Target 2045 I2512.6512.30
Principal Trust Target 2045 Fund R512.6512.18
Principal Trust Target 2045 Fund R612.6512.15
Principal Trust Target 2045 Fund R412.6512.09
Principal Trust Target 2045 Fund R312.6511.57
Principal Trust Target 2045 Fund R212.6511.43
Principal Trust Target 2045 Fund R112.6511.32


Target Date 2041-20455 year gross return5 year net return
JPMorgan Commingled Pension Sr2045 C Cl6.045.25
Principal Trust Target 2045 I100.000.00
Principal Trust Target 2045 I0.000.00
Schwab Managed Retirement Tr Fd 2045 IV0.004.74
Principal Trust Target 2045 I250.000.00
SSgA Target Retirement 2045 NL Ser A0.005.87
SSgA Target Retirement 2045 SL Fd Cl II0.005.80
Principal Trust Target 2045 Fund R50.000.00
Principal Trust Target 2045 Fund R60.000.00
SSgA Target Retirement 2045 NL Ser C0.005.74


Retirement Income1 year gross return1 year net return
TCW Relative Value Balanced15.4212.04
TAG Tactical Income11.0210.22
Windham Multi-Asset Income Portfolio10.6110.19
JPMCB SmartRetiremt Passive Blend Income8.768.48
Palladiem Sustainable Income Strategy7.707.10
Ladenburg LAMP Specialty Enhanced Income6.895.48
Schwab Managed Retirement Tr Fd Inc IV6.886.40
Principal Trust Income I6.846.80
Principal Trust Income I106.846.70
Principal Trust Income I256.846.48


Retirement Income5 year gross return5 year net return
Ladenburg LAMP Specialty Enhanced Income8.177.57
TCW Relative Value Balanced6.623.48
Ladenburg LAMP Specialty Conserv Income6.165.66
Ladenburg LAMP ETF Income4.482.94
Ladenburg Thalmann LAMP NTF Income3.922.31
Ladenburg LAMP MF Income3.852.24
Ladenburg LAMP Tax-Sensitive Income3.171.41
TAG Tactical Income0.000.00
Windham Multi-Asset Income Portfolio0.000.00
JPMCB SmartRetiremt Passive Blend Income0.000.00
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