Money Manager Review Source Documents *Denotes a tie within the ranking
4th Qtr. 2011
#4 – 1 Year US Equity Small-Cap Ranking with Performance (return) Ending 4th Qtr. 2011
#4 – 1 Year US Equity Small-Cap Ranking with Performance (efficiency) Ending 4th Qtr. 2011
#16 – 3 Year US Equity Small-Cap Ranking with Performance (return) Ending 4th Qtr. 2011
#6 – 3 Year US Equity Small-Cap Ranking with Performance (efficiency) Ending 4th Qtr. 2011
#12 – 5 Year US Equity Small-Cap Ranking with Performance (return) Ending 4th Qtr. 2011
#10 – 5 Year US Equity Small-Cap Ranking with Performance (efficiency) Ending 4th Qtr. 2011*
#7 – 1 Year US Equity Mid-Cap Ranking with Performance (return) Ending 4th Qtr. 2011
#7 – 1 Year US Equity Mid-Cap Ranking with Performance (efficiency) Ending 4th Qtr. 2011*
#20 – 3 Year US Equity Mid-Cap Ranking with Performance (return) Ending 4th Qtr. 2011
#20 – 3 Year US Equity Mid-Cap Ranking with Performance (efficiency) Ending 4th Qtr. 2011
#18 – 5 Year US Equity Mid-Cap Ranking with Performance (return) Ending 4th Qtr. 2011
#18 – 5 Year US Equity Mid-Cap Ranking with Performance (efficiency) Ending 4th Qtr. 2011*
#22 – 1 Year US Equity Large-Cap Ranking with Performance (return) Ending 4th Qtr. 2011
#23 – 1 Year US Equity Large-Cap Ranking with Performance (efficiency) Ending 4th Qtr. 2011* #19 – 3 Year US Equity Large-Cap Ranking with Performance (return) Ending 4th Qtr. 2011
#22 – 3 Year US Equity Large-Cap Ranking with Performance (efficiency) Ending 4th Qtr. 2011* #4 – 5 Year US Equity Large-Cap Ranking with Performance (return) Ending 4th Qtr. 2011
#6 – 5 Year US Equity Large-Cap Ranking with Performance (efficiency) Ending 4th Qtr. 2011
#37 – 1 Year US Equity Core Value Ranking with Performance (return) Ending 4th Qtr. 2011
#37 – 1 Year US Equity Core Value Ranking with Performance (efficiency) Ending 4th Qtr. 2011
#67 – 3 Year US Equity Core Value Ranking with Performance (return) Ending 4th Qtr. 2011
#55 – 3 Year US Equity Core Value Ranking with Performance (efficiency) Ending 4th Qtr. 2011*
#18 - 5 Year US Equity Core Value Ranking with Performance (return) Ending 4th Qtr. 2011
#17 - 5 Year US Equity Core Value Ranking with Performance (efficiency) Ending 4th Qtr. 2011
#11 – 1 Year US Equity Core Growth (Multi-Cap) Ranking with Performance (return) Ending 4th Qtr. 2011
#14 – 1 Year US Equity Core Growth (Multi-Cap) Ranking with Performance (efficiency) Ending 4th Qtr. 2011* #6 – 3 Year US Equity Core Growth (Multi-Cap) Ranking with Performance (return) Ending 4th Qtr. 2011
#8 – 3 Year US Equity Core Growth (Multi-Cap) Ranking with Performance (efficiency) Ending 4th Qtr. 2011 #12 – 5 Year US Equity Core Growth (Multi-Cap) Ranking with Performance (return) Ending 4th Qtr. 2011
#12 – 5 Year US Equity Core Growth (Multi-Cap) Ranking with Performance (efficiency) Ending 4th Qtr. 2011
#13 – 1 Year US Equity Core Growth & Value (Multi-Cap Blend) Ranking with Performance (return) Ending 4th Qtr. 2011
#19 – 1 Year US Equity Core Growth & Value (Multi-Cap Blend) Ranking with Performance (efficiency) Ending 4th Qtr. 2011 #14 – 3 Year US Equity Core Growth & Value (Multi-Cap Blend) Ranking with Performance (return) Ending 4th Qtr. 2011
#15 – 3 Year US Equity Core Growth & Value (Multi-Cap Blend) Ranking with Performance (efficiency) Ending 4th Qtr. 2011 #11 – 5 Year US Equity Core Growth & Value (Multi-Cap Blend) Ranking with Performance (return) Ending 4th Qtr. 2011
#12 – 5 Year US Equity Core Growth & Value (Multi-Cap Blend) Ranking with Performance (efficiency) Ending 4th Qtr. 2011
3rd Qtr. 2011
#5 – 1 Year US Equity Small-Cap Ranking with Performance (return) Ending 3rd Qtr. 2011
#3 – 1 Year US Equity Small-Cap Ranking with Performance (efficiency) Ending 3rd Qtr. 2011*
#15 – 3 Year US Equity Small-Cap Ranking with Performance (return) Ending 3rd Qtr. 2011
#14 – 3 Year US Equity Small-Cap Ranking with Performance (efficiency) Ending 3rd Qtr. 2011
#11 – 5 Year US Equity Small-Cap Ranking with Performance (return) Ending 3rd Qtr. 2011
#10 – 5 Year US Equity Small-Cap Ranking with Performance (efficiency) Ending 3rd Qtr. 2011
#11 – 1 Year US Equity Mid-Cap Ranking with Performance (return) Ending 3rd Qtr. 2011
#11 – 1 Year US Equity Mid-Cap Ranking with Performance (efficiency) Ending 3rd Qtr. 2011
#15 – 3 Year US Equity Mid-Cap Ranking with Performance (return) Ending 3rd Qtr. 2011
#15 – 3 Year US Equity Mid-Cap Ranking with Performance (efficiency) Ending 3rd Qtr. 2011
#12 – 5 Year US Equity Mid-Cap Ranking with Performance (return) Ending 3rd Qtr. 2011
#12 – 5 Year US Equity Mid-Cap Ranking with Performance (efficiency) Ending 3rd Qtr. 2011
#18 – 1 Year US Equity Large-Cap Ranking with Performance (return) Ending 3rd Qtr. 2011
#19 – 1 Year US Equity Large-Cap Ranking with Performance (efficiency) Ending 3rd Qtr. 2011 #8 – 3 Year US Equity Large-Cap Ranking with Performance (return) Ending 3rd Qtr. 2011
#8 – 3 Year US Equity Large-Cap Ranking with Performance (efficiency) Ending 3rd Qtr. 2011 #2 – 5 Year US Equity Large-Cap Ranking with Performance (return) Ending 3rd Qtr. 2011
#5 – 5 Year US Equity Large-Cap Ranking with Performance (efficiency) Ending 3rd Qtr. 2011
#62 – 1 Year US Equity Core Value Ranking with Performance (return) Ending 3rd Qtr. 2011
#63 – 1 Year US Equity Core Value Ranking with Performance (efficiency) Ending 3rd Qtr. 2011
#23 – 3 Year US Equity Core Value Ranking with Performance (return) Ending 3rd Qtr. 2011
#23 – 3 Year US Equity Core Value Ranking with Performance (efficiency) Ending 3rd Qtr. 2011
#16 - 5 Year US Equity Core Value Ranking with Performance (return) Ending 3rd Qtr. 2011
#14 - 5 Year US Equity Core Value Ranking with Performance (efficiency) Ending 3rd Qtr. 2011*
#13 – 1 Year US Equity Core Growth (Multi-Cap) Ranking with Performance (return) Ending 3rd Qtr. 2011
#18 – 1 Year US Equity Core Growth (Multi-Cap) Ranking with Performance (efficiency) Ending 3rd Qtr. 2011 #15 – 3 Year US Equity Core Growth (Multi-Cap) Ranking with Performance (return) Ending 3rd Qtr. 2011
#15 – 3 Year US Equity Core Growth (Multi-Cap) Ranking with Performance (efficiency) Ending 3rd Qtr. 2011 #11 – 5 Year US Equity Core Growth (Multi-Cap) Ranking with Performance (return) Ending 3rd Qtr. 2011
#11 – 5 Year US Equity Core Growth (Multi-Cap) Ranking with Performance (efficiency) Ending 3rd Qtr. 2011
#26 – 1 Year US Equity Core Growth & Value (Multi-Cap Blend) Ranking with Performance (return) Ending 3rd Qtr. 2011
#29 – 1 Year US Equity Core Growth & Value (Multi-Cap Blend) Ranking with Performance (efficiency) Ending 3rd Qtr. 2011 #14 – 3 Year US Equity Core Growth & Value (Multi-Cap Blend) Ranking with Performance (return) Ending 3rd Qtr. 2011
#14 – 3 Year US Equity Core Growth & Value (Multi-Cap Blend) Ranking with Performance (efficiency) Ending 3rd Qtr. 2011 #10 – 5 Year US Equity Core Growth & Value (Multi-Cap Blend) Ranking with Performance (return) Ending 3rd Qtr. 2011
#11 – 5 Year US Equity Core Growth & Value (Multi-Cap Blend) Ranking with Performance (efficiency) Ending 3rd Qtr. 2011
2nd Qtr. 2011
#11 – 1 Year US Equity Small-Cap Ranking with Performance (return) Ending 2nd Qtr. 2011
#8 – 1 Year US Equity Small-Cap Ranking with Performance (efficiency) Ending 2nd Qtr. 2011
#19 – 3 Year US Equity Small-Cap Ranking with Performance (return) Ending 2nd Qtr. 2011
#17 – 3 Year US Equity Small-Cap Ranking with Performance (efficiency) Ending 2nd Qtr. 2011
#13 – 5 Year US Equity Small-Cap Ranking with Performance (return) Ending 2nd Qtr. 2011
#12 – 5 Year US Equity Small-Cap Ranking with Performance (efficiency) Ending 2nd Qtr. 2011*
#14 – 1 Year US Equity Mid-Cap Ranking with Performance (return) Ending 2nd Qtr. 2011
#7 – 1 Year US Equity Mid-Cap Ranking with Performance (efficiency) Ending 2nd Qtr. 2011
#15 – 3 Year US Equity Mid-Cap Ranking with Performance (return) Ending 2nd Qtr. 2011
#15 – 3 Year US Equity Mid-Cap Ranking with Performance (efficiency) Ending 2nd Qtr. 2011
#13 – 5 Year US Equity Mid-Cap Ranking with Performance (return) Ending 2nd Qtr. 2011
#10 – 5 Year US Equity Mid-Cap Ranking with Performance (efficiency) Ending 2nd Qtr. 2011*
#25 – 1 Year US Equity Large-Cap Ranking with Performance (return) Ending 2nd Qtr. 2011
#17 – 1 Year US Equity Large-Cap Ranking with Performance (efficiency) Ending 2nd Qtr. 2011 #2 – 3 Year US Equity Large-Cap Ranking with Performance (return) Ending 2nd Qtr. 2011
#3 – 3 Year US Equity Large-Cap Ranking with Performance (efficiency) Ending 2nd Qtr. 2011 #2 – 5 Year US Equity Large-Cap Ranking with Performance (return) Ending 2nd Qtr. 2011
#2 – 5 Year US Equity Large-Cap Ranking with Performance (efficiency) Ending 2nd Qtr. 2011
#58– 1 Year US Equity Core Value Ranking with Performance (return) Ending 2nd Qtr. 2011
#7 – 1 Year US Equity Core Value Ranking with Performance (efficiency) Ending 2nd Qtr. 2011
#13 – 3 Year US Equity Core Value Ranking with Performance (return) Ending 2nd Qtr. 2011
#7 – 3 Year US Equity Core Value Ranking with Performance (efficiency) Ending 2nd Qtr. 2011*
#8 – 1 Year US Equity Core Growth (Multi-Cap) Ranking with Performance (return) Ending 2nd Qtr. 2011
#3 – 1 Year US Equity Core Growth (Multi-Cap) Ranking with Performance (efficiency) Ending 2nd Qtr. 2011 #23 – 3 Year US Equity Core Growth (Multi-Cap) Ranking with Performance (return) Ending 2nd Qtr. 2011
#24 – 3 Year US Equity Core Growth (Multi-Cap) Ranking with Performance (efficiency) Ending 2nd Qtr. 2011 #8 – 5 Year US Equity Core Growth (Multi-Cap) Ranking with Performance (return) Ending 2nd Qtr. 2011
#12 – 5 Year US Equity Core Growth (Multi-Cap) Ranking with Performance (efficiency) Ending 2nd Qtr. 2011*
#19 – 1 Year US Equity Core Growth & Value (Multi-Cap Blend) Ranking with Performance (return) Ending 2nd Qtr. 2011
#6 – 1 Year US Equity Core Growth & Value (Multi-Cap Blend) Ranking with Performance (efficiency) Ending 2nd Qtr. 2011 #12 – 3 Year US Equity Core Growth & Value (Multi-Cap Blend) Ranking with Performance (return) Ending 2nd Qtr. 2011
#14 – 3 Year US Equity Core Growth & Value (Multi-Cap Blend) Ranking with Performance (efficiency) Ending 2nd Qtr. 2011 #8 – 5 Year US Equity Core Growth & Value (Multi-Cap Blend) Ranking with Performance (return) Ending 2nd Qtr. 2011
#11 – 5 Year US Equity Core Growth & Value (Multi-Cap Blend) Ranking with Performance (efficiency) Ending 2nd Qtr. 2011
1st Qtr. 2011
#3 – 1 Year US Equity Small-Cap Ranking with Performance (return) Ending 1st Qtr. 2011
#4 – 1 Year US Equity Small-Cap Ranking with Performance (efficiency) Ending 1st Qtr. 2011
#22 – 3 Year US Equity Small-Cap Ranking with Performance (return) Ending 1st Qtr. 2011
#19 – 3 Year US Equity Small-Cap Ranking with Performance (efficiency) Ending 1st Qtr. 2011
#16 – 5 Year US Equity Small-Cap Ranking with Performance (return) Ending 1st Qtr. 2011
#16 – 5 Year US Equity Small-Cap Ranking with Performance (efficiency) Ending 1st Qtr. 2011
#7 – 1 Year US Equity Mid-Cap Ranking with Performance (return) Ending 1st Qtr. 2011
#5 – 1 Year US Equity Mid-Cap Ranking with Performance (efficiency) Ending 1st Qtr. 2011
#16 – 3 Year US Equity Mid-Cap Ranking with Performance (return) Ending 1st Qtr. 2011
#15 – 3 Year US Equity Mid-Cap Ranking with Performance (efficiency) Ending 1st Qtr. 2011*
#15 – 5 Year US Equity Mid-Cap Ranking with Performance (return) Ending 1st Qtr. 2011
#13 – 5 Year US Equity Mid-Cap Ranking with Performance (efficiency) Ending 1st Qtr. 2011*
#8 – 1 Year US Equity Large-Cap Ranking with Performance (return) Ending 1st Qtr. 2011
#4 – 1 Year US Equity Large-Cap Ranking with Performance (efficiency) Ending 1st Qtr. 2011 #3 – 3 Year US Equity Large-Cap Ranking with Performance (return) Ending 1st Qtr. 2011
#4 – 3 Year US Equity Large-Cap Ranking with Performance (efficiency) Ending 1st Qtr. 2011 #2 – 5 Year US Equity Large-Cap Ranking with Performance (return) Ending 1st Qtr. 2011
#4 – 5 Year US Equity Large-Cap Ranking with Performance (efficiency) Ending 1st Qtr. 2011
#69– 1 Year US Equity Core Value Ranking with Performance (return) Ending 1st Qtr. 2011
#51 – 1 Year US Equity Core Value Ranking with Performance (efficiency) Ending 1st Qtr. 2011*
#24 – 3 Year US Equity Core Value Ranking with Performance (return) Ending 1st Qtr. 2011
#17 – 3 Year US Equity Core Value Ranking with Performance (efficiency) Ending 1st Qtr. 2011*
#6 – 1 Year US Equity Core Growth (Multi-Cap) Ranking with Performance (return) Ending 1st Qtr. 2011
#8 – 1 Year US Equity Core Growth (Multi-Cap) Ranking with Performance (efficiency) Ending 1st Qtr. 2011 #18 – 3 Year US Equity Core Growth (Multi-Cap) Ranking with Performance (return) Ending 1st Qtr. 2011
#17 – 3 Year US Equity Core Growth (Multi-Cap) Ranking with Performance (efficiency) Ending 1st Qtr. 2011* #10 – 5 Year US Equity Core Growth (Multi-Cap) Ranking with Performance (return) Ending 1st Qtr. 2011
#13 – 5 Year US Equity Core Growth (Multi-Cap) Ranking with Performance (efficiency) Ending 1st Qtr. 2011
#13 – 1 Year US Equity Core Growth & Value (Multi-Cap Blend) Ranking with Performance (return) Ending 1st Qtr. 2011
#5 – 1 Year US Equity Core Growth & Value (Multi-Cap Blend) Ranking with Performance (efficiency) Ending 1st Qtr. 2011 #15 – 3 Year US Equity Core Growth & Value (Multi-Cap Blend) Ranking with Performance (return) Ending 1st Qtr. 2011
#15 – 3 Year US Equity Core Growth & Value (Multi-Cap Blend) Ranking with Performance (efficiency) Ending 1st Qtr. 2011 #19 – 5 Year US Equity Core Growth & Value (Multi-Cap Blend) Ranking with Performance (return) Ending 1st Qtr. 2011
#17 – 5 Year US Equity Core Growth & Value (Multi-Cap Blend) Ranking with Performance (efficiency) Ending 1st Qtr. 2011*
National Rankings Snapshot
2012 1st Quarter Review
Virtual Model Pages
Performance and Rankings
Money Manager Review Source Documents
Partners
Links
LEGAL ADV CFA Code of Ethics Data Security Privacy Policy
