Funds performance table by strategy

help icon
fund name 1 mth 3 mth 12 mth ytd Inception Net assets Return Datesort icon
JPMorgan Real Return Instl -1% 0% 1% 1% 3% - 2015-02-28
Wells Fargo Advantage Spec Md Cp Val I 6% 3% 14% 3% 10% - 2015-02-28
MainStay Conservative Allocation I 2% 1% 5% 2% 6% - 2015-02-28
Federated MDT Small Cap Core Instl 5% 3% 5% 0% 6% - 2015-02-28
MFS® Lifetime® 2020 I 2% 1% 4% 2% 6% - 2015-02-28
Cavanal Hill Balanced I 2% 2% 9% 2% 6% - 2015-02-28
BlackRock Long-Horizon Equity Instl 5% 1% 6% 4% 7% - 2015-02-28
GMO Intl Large/Mid Cap Equity VI 6% 2% -3% 7% 3% - 2015-02-28
Lord Abbett Income I 0% 1% 6% 1% 6% - 2015-02-28
Columbia Emerging Markets Bond I 2% -1% 2% 2% 7% - 2015-02-28
ASTON/Harrison Street Real Estate I -3% 3% 15% 2% 6% - 2015-02-28
Oppenheimer International Small Co Y 5% 5% 1% 6% 12% - 2015-02-28
Neuberger Berman Guardian Inst 4% 1% 12% 1% 17% - 2015-02-28
PACE Alternative Strategies Y 1% 1% 5% 2% 1% - 2015-02-28
SEI Market Growth Strategy I (SAAT) 2% 1% 5% 3% 5% - 2015-02-28
Eagle Mid Cap Growth I 7% 5% 12% 6% 12% - 2015-02-28
Dreyfus Diversified Emerging Markets I 2% -1% 6% 3% 6% - 2015-02-28
Steward Large Cap Enhanced Index Inst 5% 2% 13% 2% 9% - 2015-02-28
Aquila Three Peaks Opportunity Growth I 7% 6% 18% 5% 7% - 2015-02-28
Western Asset California Municipals I 0% 1% 7% 1% 4% - 2015-02-28
Westwood LargeCap Value Institutional 5% 1% 12% 1% 7% - 2015-02-28
Kinetics Small Cap Opportunities Inst 9% 0% -3% 5% 8% - 2015-02-28
Nuveen CA High Yield Municipal Bond I -1% 2% 15% 1% 5% - 2015-02-28
Morgan Stanley Inst Opportunity I 6% 6% 8% 8% 10% - 2015-02-28
Forward Select Income Institutional 0% 3% 13% 2% 6% - 2015-02-28
Cohen & Steers Instl Global Realty 1% 5% 15% 4% 4% - 2015-02-28
Lazard US Equity Concentrated Instl 5% 4% 20% 3% 8% - 2015-02-28
SEI Enhanced Income A (SIMT) 0% 0% 1% 0% 0% - 2015-02-28
GMO Taiwan III 2% 0% 8% 2% 8% - 2015-02-28
Westwood SmallCap Value Institutional 6% 5% 8% 1% 7% - 2015-02-28

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