Funds performance table by strategy

help icon
fund name 1 mth 3 mth 12 mth ytd Inception Net assets Return Datesort icon
SEI Moderate Strategy D (SAAT) 0% 1% 4% 2% 5% - 2015-04-30
SEI Market Growth Strategy D (SAAT) 1% 3% 5% 3% 6% - 2015-04-30
PIMCO Global Bond (Unhedged) P 0% -1% -2% 0% 2% - 2015-04-30
SEI Ultra Short Duration Bond A (SIIT) 0% 0% 0% 0% 1% - 2015-04-30
Royce Global Value Invmt 4% 8% -4% 7% 5% - 2015-04-30
Oppenheimer Ultra-Short Duration Y 0% 0% 0% 0% 0% - 2015-04-30
JPMorgan International Equity Income Sel 3% 7% 5% 6% 7% - 2015-04-30
Lazard Emerging Markets Multi Asset Inst 4% 4% -1% 3% -1% - 2015-04-30
Hartford Emerging Markets Local Debt Y 3% 0% -8% 0% 0% - 2015-04-30
Lord Abbett New Jersey Tax-Free I 0% -1% 5% 0% 6% - 2015-04-30
Lord Abbett New York Tax-Free I 0% -1% 5% 0% 6% - 2015-04-30
Eaton Vance Atlanta Capital Hrzn Gr I 0% 6% 8% 2% 6% - 2015-04-30
Walden Midcap 0% 4% 12% 2% 14% - 2015-04-30
Schroder Broad Tax-Aware Value Bond Inv 0% -1% 6% 0% 6% - 2015-04-30
Payden Emerging Markets Local Bond Inv 2% -1% -8% 0% -2% - 2015-04-30
Loomis Sayles Sr Floating Rate and F/I Y 0% 3% 3% 3% 7% - 2015-04-30
Lord Abbett Calibrated Mid Cap Value I -1% 2% 12% 1% 20% - 2015-04-30
Dunham Focused Large Cap Growth N 0% 6% 19% 7% 15% - 2015-04-30
TIAA-CREF Lifestyle Income Premier 0% 1% 4% 2% 5% - 2015-04-30
JHancock Diversified Strategies I 1% 3% 2% 2% 7% - 2015-04-30
Frontier MFG Core Infrastructure Instl 2% -1% 5% 0% 13% - 2015-04-30
William Blair Emerg Mkts Sm Cp Gr Instl 3% 4% 19% 6% 17% - 2015-04-30
TIAA-CREF Lifestyle Conservative Premier 0% 2% 5% 3% 8% - 2015-04-30
JPMorgan SmartRetirement® 2055 Select 0% 3% 9% 3% 13% - 2015-04-30
Sierra Strategic Income R 0% 0% 3% 1% 5% - 2015-04-30
Transamerica Dynamic Income I 0% 2% 4% 2% 6% - 2015-04-30
Schroder Absolute Return EMD and Ccy Inv 0% -1% -2% 0% 0% - 2015-04-30
TIAA-CREF Lifestyle Aggressive Gr Prem 1% 6% 9% 5% 16% - 2015-04-30
TIAA-CREF Lifestyle Moderate Premier 0% 4% 7% 3% 11% - 2015-04-30
JPMorgan Mid Cap Growth R6 0% 7% 17% 6% 21% - 2015-04-30

All our data is licensed from Morningstar UK Ltd. Important legal information