Funds performance table by strategy

help icon
fund name 1 mth 3 mth 12 mth ytd Inception Net assets Return Datesort icon
SEI Small Cap Value A (SIMT) 5% 3% 4% 1% 10% - 2015-02-28
AMG Managers Cadence Mid Cap Instl 7% 4% 12% 5% 10% - 2015-02-28
PIMCO Short-Term Instl 0% 0% 1% 0% 4% - 2015-02-28
PIMCO StocksPLUS Instl 6% 2% 15% 3% 10% - 2015-02-28
Western Asset Core Bond I 0% 1% 6% 1% 7% - 2015-02-28
Highland Global Allocation Y 4% 4% 10% 4% 7% - 2015-02-28
Prudential Stock Index I 5% 2% 15% 2% 6% - 2015-02-28
Wells Fargo Advantage Discp US Core Adm 5% 2% 17% 2% 9% - 2015-02-28
AllianzGI US Small-Cap Growth Instl 7% 6% 3% 5% 8% - 2015-02-28
Nuveen AZ Municipal Bond I 0% 1% 7% 0% 4% - 2015-02-28
Wells Fargo Advantage Ult S/T Mun Inc I 0% 0% 0% 0% 2% - 2015-02-28
MassMutual Select Growth Opps Adm 6% 2% 8% 2% 2% - 2015-02-28
MFS® Total Return I 3% 1% 9% 1% 7% - 2015-02-28
PIMCO Real Return Instl 0% 0% 3% 2% 6% - 2015-02-28
Morgan Stanley Mortgage Securities I 0% 1% 5% 0% 4% - 2015-02-28
SEI S&P 500 Index E (SIMT) 5% 2% 15% 2% 10% - 2015-02-28
Thrivent Balanced Income Plus I 3% 2% 7% 3% 6% - 2015-02-28
Nuveen CT Municipal Bond I 0% 1% 7% 0% 5% - 2015-02-28
DFA Tax-Managed US Targeted Value 7% 3% 6% 2% 10% - 2015-02-28
American Century Equity Income Instl 2% 1% 12% 1% 8% - 2015-02-28
Pear Tree Quality Institutional 5% 1% 13% 2% 8% - 2015-02-28
Oppenheimer Global Y 7% 4% 7% 6% 9% - 2015-02-28
Wells Fargo Advantage DJ Target 2030 Adm 2% 1% 5% 2% 7% - 2015-02-28
JPMorgan Mid Cap Equity Select 5% 4% 12% 3% 10% - 2015-02-28
Nuveen PA Municipal Bond I 0% 1% 8% 0% 5% - 2015-02-28
Principal Income Instl 0% 0% 4% 1% 6% - 2015-02-28
Federated Gov Ultrashort Duration Instl 0% 0% 0% 0% 2% - 2015-02-28
Virtus Bond I 0% 0% 3% 1% 6% - 2015-02-28
JPMorgan Intermediate Tax Free Bond Sel -1% 0% 3% 0% 4% - 2015-02-28
Hartford Disciplined Equity Y 6% 4% 17% 4% 6% - 2015-02-28

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