LIPPER FUND AWARDS 2009 UNITED STATES WINNERS LIST

Transcription

1 LIPPER FUND AWARDS 2009 UNITED STATES WINNERS LIST Revised 25-ar-09 Group Award Best Group Company Equity Large 3 Years American Equity Small 3 Years Rainier Investment anagement Fixed Income Large 3 Years Janus Capital anagement Fixed Income Small 3 Years Highark Capital anagement ixed Assets Large 3 Years Janus Capital anagement ixed Assets Small 3 Years Waddell & Reed Investment anagement Company Overall Large 3 Years American Century Investment anagement Overall Small 3 Years Waddell & Reed Investment anagement Company Lipper Global Classification Best Name Company Arizona unicipal Debt 3 Years Northern Arizona Tax-Exempt Northern Trust Investments, N.A. 27 Arizona unicipal Debt 5 Years Northern Arizona Tax-Exempt Northern Trust Investments, N.A. 26 California Intermediate unicipal Debt 3 Years Highark California Intermediate Tax Free Bond, Highark Capital anagement, Inc. 42 Fiduciary California Intermediate unicipal Debt 5 Years Highark California Intermediate Tax Free Bond, Highark Capital anagement, Inc. 40 Fiduciary California Intermediate unicipal Debt 10 Years Schwab California Tax-Free Bond Charles Schwab Invstment anagement, Inc. 19 California unicipal Debt 3 Years Seligman California unicipal Quality Series, A Seligman 109 California unicipal Debt 5 Years Northern California Tax-Exempt Northern Trust Investments, N.A. 101 California unicipal Debt 10 Years Northern California Tax-Exempt Northern Trust Investments, N.A. 71 China Region 3 Years Old utual Clay Finlay China, Old utual Capital, Inc. 46 China Region 5 Years atthews China atthews International Capital anagement, LLC 26 Consumer Services 3 Years Fidelity Select Leisure Portfolio Fidelity anagement & Research Company 30 Consumer Services 5 Years Fidelity Select Leisure Portfolio Fidelity anagement & Research Company 22 Consumer Services 10 Years AI Leisure, Investor Invesco Aim 16 Convertible Securities 3 Years Nicholas-Applegate US Convertible, II Nicholas-Applegate Capital anagement 62 Convertible Securities 5 Years Vanguard Convertible Securities, Investor Vanguard Group, Inc. 59 Convertible Securities 10 Years Vanguard Convertible Securities, Investor Vanguard Group, Inc. 41 Corporate Debt A-Rated 3 Years American Century Diversified Bond, American Century Investment anagement, Inc. 161 Corporate Debt A-Rated 5 Years Vanguard Long-Term Bond Index, Investor Vanguard Group, Inc. 146 Corporate Debt A-Rated 10 Years Vanguard Long-Term Bond Index, Investor Vanguard Group, Inc. 146 Corporate Debt BBB-Rated 3 Years Calvert Long Term Income, A Calvert 116 Corporate Debt BBB-Rated 5 Years Target Total Return Bond Portfolio, T Prudential Investments, LLC 98 Corporate Debt BBB-Rated 10 Years Delaware Extended Duration Bond, Delaware anagement Company 63 Dedicated Short Bias 3 Years Rydex Inverse id-cap Strategy, A Rydex Investments 65 Dedicated Short Bias 5 Years PICO StocksPLUS TR Short Strategy, PICO 28 Diversified Leverage 3 Years Pro Industrials UltraSector Pro, Investor Pro Group 42 Diversified Leverage 5 Years Rydex id-cap 1.5x Strategy, H Rydex Investments 24 Emerging arkets Debt 3 Years FS Emerging arkets Debt, I FS Investment anagement 50 Emerging arkets Debt 5 Years FS Emerging arkets Debt, I FS Investment anagement 42 Emerging arkets Debt 10 Years FS Emerging arkets Debt, I FS Investment anagement 33 Emerging arkets 3 Years DFA Emerging arkets Value Portfolio, Dimensional Advisors, LP 213 Emerging arkets 5 Years DFA Emerging arkets Value Portfolio, Dimensional Advisors, LP 175 Emerging arkets 10 Years Driehaus Emerging arkets Growth Driehaus Capital anagement, LLC 99 Equity Income 3 Years BB&T Equity Income, B BB&T Asset anagement, Inc. 230 Equity Income 5 Years Hartford Equity Income, Y Hartford utual 178 Equity Income 10 Years Principal Equity Income, A Principal anagement Corporation 100 Equity arket Neutral 3 Years TFS arket Neutral TFS Capital, LLC 35 Equity arket Neutral 5 Years Arbitrage, I Water Island Capital, LLC 23 European Region 3 Years utual European, Z Franklin Templeton Investments 97 European Region 5 Years utual European, Z Franklin Templeton Investments 89 European Region 10 Years AI European Growth, A Invesco Aim 44 Financial Services 3 Years Burnham Financial Industries, A Burnham Asset anagement Corporation 70 Financial Services 5 Years T Rowe Price Financial Services T. Rowe Price Associates, Inc. 55 Financial Services 10 Years T Rowe Price Financial Services T. Rowe Price Associates, Inc. 34 Flexible Portfolio 3 Years Waddell & Reed Asset Strategy, Y Waddell & Reed Investment anagement Company 104 Flexible Portfolio 5 Years Waddell & Reed Asset Strategy, Y Waddell & Reed Investment anagement Company 84 Flexible Portfolio 10 Years Leuthold Core Investment Leuthold Weeden Capital anagment, LLC 49 General Bond 3 Years American Century Target 2015, Investor American Century Investment anagement, Inc. 34 General Bond 5 Years American Century Target 2025, Investor American Century Investment anagement, Inc thomsonreuters.com

2 Lipper Global Classification Best Name Company General unicipal Debt 3 Years Old Westbury unicipal Bond Bessemer Investment anagement, LLC 208 General unicipal Debt 5 Years RS Tax-Exempt, A RS Investment anagement Company, LLC 199 General unicipal Debt 10 Years RS Tax-Exempt, A RS Investment anagement Company, LLC 146 General U.S. Government 3 Years Direxion 10 Year Note Bull 2.5x, Investor Rafferty Asset anagement, LLC 144 General U.S. Government 5 Years Rydex Government Long Bond 1.2x Strategy, Investor Rydex Investments 123 General U.S. Government 10 Years Federated US Government Bond Federated Investors 73 General U.S. Treasury 3 Years Wasatch-Hoisington US Treasury Wasatch Advisors, Inc. 23 General U.S. Treasury 5 Years Wasatch-Hoisington US Treasury Wasatch Advisors, Inc. 20 General U.S. Treasury 10 Years Wasatch-Hoisington US Treasury Wasatch Advisors, Inc. 13 Global Financial Services 3 Years Fidelity Select Brokerage & Investment anagement Fidelity anagement & Research Company 35 Portfolio Global Financial Services 5 Years Fidelity Select Brokerage & Investment anagement Fidelity anagement & Research Company 34 Portfolio Global Flexible Portfolio 3 Years BlackRock Global Allocation, BlackRock, Inc. 46 Global Flexible Portfolio 5 Years GO Benchmark-Free Allocation, III Grantham, ayo, Van Otterloo & Co. LLC 35 Global Flexible Portfolio 10 Years First Eagle Global, I First Eagle 21 Global Health/Biotechnology 3 Years Kinetics edical, Advisor A Kinetics Asset anagement, Inc. 46 Global Health/Biotechnology 5 Years Vanguard Health Care, Admiral Vanguard Group, Inc. 44 Global Income 3 Years Templeton Global Bond, Advisor Franklin Templeton Investments 97 Global Income 5 Years American Capital World Bond, R-5 American 88 Global Income 10 Years Templeton Global Bond, Advisor Franklin Templeton Investments 54 Global Large-Cap Core 3 Years American New Perspective, R-5 American 55 Global Large-Cap Core 5 Years American New Perspective, R-5 American 52 Global Large-Cap Growth 3 Years Harding, Loevner Global Equity Portfolio, Harding Loevner, LLC 70 Global Large-Cap Growth 5 Years Fidelity Worldwide Fidelity anagement & Research Company 50 Global Large-Cap Growth 10 Years American Century Global Growth, Investor American Century Investment anagement, Inc. 31 Global Large-Cap Value 3 Years organ Stanley Global Dividend Growth Secs, I organ Stanley Investment Advisors, Inc. 33 Global Large-Cap Value 5 Years organ Stanley Global Dividend Growth Secs, I organ Stanley Investment Advisors, Inc. 28 Global ulti-cap Core 3 Years GO Global Equity Allocation, III Grantham, ayo, Van Otterloo & Co. LLC 84 Global ulti-cap Core 5 Years GO Global Equity Allocation, III Grantham, ayo, Van Otterloo & Co. LLC 63 Global ulti-cap Core 10 Years GO Global Equity Allocation, III Grantham, ayo, Van Otterloo & Co. LLC 29 Global ulti-cap Growth 3 Years BlackRock Global Growth, BlackRock, Inc. 68 Global ulti-cap Growth 5 Years BlackRock Global Growth, BlackRock, Inc. 51 Global ulti-cap Growth 10 Years Security Global Series, A Security Investors, LLC 24 Global ulti-cap Value 3 Years Epoch Global Equity Shareholder Yield, Epoch Investment Partners, Inc. 40 Global ulti-cap Value 5 Years Tweedy, Browne Global Value Tweedy Browne Company, LLC 39 Global Natural Resources 3 Years Vanguard Energy, Admiral Vanguard Group, Inc. 65 Global Natural Resources 5 Years Van Eck Global Hard Assets, A Van Eck Associates Corporation 47 Global Natural Resources 10 Years JennDry Jennison Natural Resources, Z Jennison Dryden 30 Global Real Estate 3 Years AI Global Real Estate, Invesco Aim 34 Global Science/Technology 3 Years Kinetics Internet, No Load Kinetics Asset anagement, Inc. 89 Global Science/Technology 5 Years BlackRock Science & Technology Opportunity Portfolio, BlackRock, Inc. 80 Global Science/Technology 10 Years Allianz RC Technology, Allianz Global Investors 23 Global Small-/id-Cap 3 Years Old Westbury Global Small & id Cap Bessemer Investment anagement, LLC 59 Global Small-/id-Cap 5 Years BlackRock Global SmallCap, BlackRock, Inc. 56 GNA 3 Years BlackRock GNA Portfolio, BlackRock BlackRock, Inc. 58 GNA 5 Years Vanguard GNA, Admiral Vanguard Group, Inc. 57 GNA 10 Years BlackRock GNA Portfolio, BlackRock, Inc. 36 Gold Oriented 3 Years Evergreen Precious etals, I Evergreen Investment anagement Company, LLC 52 Gold Oriented 5 Years Evergreen Precious etals, I Evergreen Investment anagement Company, LLC 48 Gold Oriented 10 Years USAA Precious etals & inerals, Retail USAA Investment anagement Company 28 Health/Biotechnology 3 Years organ Stanley Health Sciences Trust, I organ Stanley Investment Advisors, Inc. 102 Health/Biotechnology 5 Years JennDry Jennison Health Sciences, Z Jennison Dryden 90 Health/Biotechnology 10 Years organ Stanley Health Sciences Trust, I organ Stanley Investment Advisors, Inc. 31 High Current Yield 3 Years Wells Fargo Advantage Short-Term High Yield Bond, Wells Fargo anagement, LLC 399 Investor High Current Yield 5 Years Principal High Yield, Principal anagement Corporation 337 High Current Yield 10 Years Loomis Sayles High Income, Loomis Sayles & Company, LP 201 High Yield unicipal Debt 3 Years JennDry Dryden High Income Series, Z Jennison Dryden 82 High Yield unicipal Debt 5 Years JennDry Dryden High Income Series, Z Jennison Dryden 77 High Yield unicipal Debt 10 Years Franklin High Yield Tax-Free Income, A Franklin Templeton Investments 50 Industrials 3 Years Fidelity Advisor Industrials, Fidelity anagement & Research Company 23 Industrials 5 Years Fidelity Advisor Industrials, Fidelity anagement & Research Company 19 Industrials 10 Years Fidelity Select Defense & Aerospace Portfolio Fidelity anagement & Research Company 16 Insured unicipal Debt 3 Years First Investors Insured Tax Exempt II, A First Investors anagement Company, Inc. 38 Insured unicipal Debt 5 Years First Investors Insured Tax Exempt II, A First Investors anagement Company, Inc. 37 Insured unicipal Debt 10 Years First Investors Insured Tax Exempt II, A First Investors anagement Company, Inc. 33 Intermediate Investment Grade Debt 3 Years RidgeWorth Investment Grade Bond, I RidgeWorth 471 Intermediate Investment Grade Debt 5 Years RidgeWorth Investment Grade Bond, I RidgeWorth 398 Intermediate Investment Grade Debt 10 Years PICO Total Return, PICO thomsonreuters.com

3 Lipper Global Classification Best Name Company Intermediate unicipal Debt 3 Years Baird Intermediate unicipal Bond, Robert W. Baird & Company, Inc. 148 Intermediate unicipal Debt 5 Years Baird Intermediate unicipal Bond, Robert W. Baird & Company, Inc. 128 Intermediate unicipal Debt 10 Years RidgeWorth Investment Grade Tax-Exempt Bond, I RidgeWorth 75 Intermediate U.S. Government 3 Years Fidelity Spartan Intermediate Treasury Bond Index Fd, Fidelity anagement & Research Company 75 Fidelity Adv Intermediate U.S. Government 5 Years DFA Intermediate Government Fixed Income Portfolio Dimensional Advisors, LP 69 Intermediate U.S. Government 10 Years DFA Intermediate Government Fixed Income Portfolio Dimensional Advisors, LP 52 International Income 3 Years Delaware International Fixed Income Portfolio Delaware anagement Company 55 International Income 5 Years Oppenheimer International Bond, A Oppenheimerfunds, Inc. 43 International Income 10 Years Oppenheimer International Bond, A Oppenheimerfunds, Inc. 35 International Large-Cap Core 3 Years Harbor International, Harbor Capital Advisors, Inc. 201 International Large-Cap Core 5 Years JPorgan International Opportunities, J.P. organ 178 International Large-Cap Core 10 Years Harbor International, Harbor Capital Advisors, Inc. 110 International Large-Cap Growth 3 Years Waddell & Reed International Growth, Y Waddell & Reed Investment anagement Company 86 International Large-Cap Growth 5 Years Waddell & Reed International Growth, Y Waddell & Reed Investment anagement Company 72 International Large-Cap Growth 10 Years AllianceBernstein International Growth, Advisor Alliancebernstein, LP 41 International Large-Cap Value 3 Years American Beacon International Equity, AR American Beacon Advisors, Inc. 55 International Large-Cap Value 5 Years American Beacon International Equity, AR American Beacon Advisors, Inc. 49 International ulti-cap Core 3 Years Highark International Opportunities, Highark Capital anagement, Inc. 259 International ulti-cap Core 5 Years Highark International Opportunities, Highark Capital anagement, Inc. 191 International ulti-cap Core 10 Years Artio International Equity, A Artio Global anagement, LLC 99 International ulti-cap Growth 3 Years Janus Adviser International Growth, I Janus Capital anagement, LLC 141 International ulti-cap Growth 5 Years Janus Adviser International Growth, S Janus Capital anagement, LLC 107 International ulti-cap Growth 10 Years William Blair International Growth, N William Blair & Company, LLC 38 International ulti-cap Value 3 Years Allianz NFJ International Value, Allianz Global Investors 95 International ulti-cap Value 5 Years Allianz NFJ International Value, Allianz Global Investors 80 International ulti-cap Value 10 Years GO Foreign, IV Grantham, ayo, Van Otterloo & Co. LLC 46 International Small/id-Cap Core 3 Years GO International Small Companies, III Grantham, ayo, Van Otterloo & Co. LLC 50 International Small/id-Cap Core 5 Years GO International Small Companies, III Grantham, ayo, Van Otterloo & Co. LLC 47 International Small/id-Cap Growth 3 Years American Century International Discovery, American Century Investment anagement, Inc. 81 International Small/id-Cap Growth 5 Years Franklin International Small Cap Growth, Advisor Franklin Templeton Investments 63 International Small/id-Cap Growth 10 Years T Rowe Price International Discovery T. Rowe Price Associates, Inc. 32 Japanese 3 Years Commonwealth Japan FCA Corporation 24 Japanese 5 Years Fidelity Japan Fidelity anagement & Research Company 24 Large-Cap Core 3 Years BBH Core Select, N Brown Brothers Harriman 725 Large-Cap Core 5 Years BBH Core Select, N Brown Brothers Harriman 725 Large-Cap Core 10 Years Lord Abbett Large-Cap Core, A Lord Abbett & Company, LLC 345 Large-Cap Growth 3 Years arkman Core Growth, I arkman Capital anagement, Inc. 685 Large-Cap Growth 5 Years Janus Twenty Janus Capital anagement, LLC 569 Large-Cap Growth 10 Years Wells Fargo Advantage Capital Growth, Investor Wells Fargo anagement, LLC 276 Large-Cap Value 3 Years assutual Select amental Value, S assutual Life Insurance Company 520 Large-Cap Value 5 Years Eaton Vance Large-Cap Value, A Eaton Vance anagement 435 Large-Cap Value 10 Years ainstay ICAP Select Equity, I ainstay 191 Loan Participation 3 Years Fidelity Floating Rate High Income Fidelity anagement & Research Company 47 Long/Short Equity 3 Years Aberdeen Equity Long-Short, Aberdeen Asset anagement, Inc. 37 Long/Short Equity 5 Years Diamond Hill Long-Short, A Diamond Hill Capital anagement, Inc. 24 aryland unicipal Debt 3 Years PNC aryland Tax-Exempt Bond, A PNC Capital Advisors, Inc. 29 aryland unicipal Debt 5 Years Seligman aryland unicipal Series, A Seligman 28 aryland unicipal Debt 10 Years RidgeWorth aryland unicipal Bond, I RidgeWorth 21 assachusetts unicipal Debt 3 Years Seligman assachusetts unicipal Series, A Seligman 37 assachusetts unicipal Debt 5 Years Vanguard assachusetts Tax-Exempt, Investor Vanguard Group, Inc. 36 assachusetts unicipal Debt 10 Years Vanguard assachusetts Tax-Exempt, Investor Vanguard Group, Inc. 30 id-cap Core 3 Years BlackRock US Opportunities Portfolio, BlackRock, Inc. 275 id-cap Core 5 Years BlackRock US Opportunities Portfolio, BlackRock, Inc. 225 id-cap Core 10 Years eridian Value Aster Investment anagement Company, Inc. 106 id-cap Growth 3 Years Needham Aggressive Growth Needham Investment anagement, LLC 529 id-cap Growth 5 Years Dreyfus S&P STARS Opportunities, I Dreyfus Corporation 426 id-cap Growth 10 Years Vanguard id-cap Growth Vanguard Group, Inc. 199 id-cap Value 3 Years JPorgan id Cap Value, J.P. organ 285 id-cap Value 5 Years JPorgan id Cap Value, J.P. organ 212 id-cap Value 10 Years Fidelity Low-Priced Stock Fidelity anagement & Research Company 73 innesota unicipal Debt 3 Years Seligman innesota unicipal Series, A Seligman 37 innesota unicipal Debt 5 Years Fidelity innesota unicipal Income Fidelity anagement & Research Company 35 innesota unicipal Debt 10 Years Fidelity innesota unicipal Income Fidelity anagement & Research Company 28 ixed-asset Target Years Wells Fargo Advantage Dow Jones Target 2010, Wells Fargo anagement, LLC 93 ixed-asset Target Years Wells Fargo Advantage Dow Jones Target 2010, Admn Wells Fargo anagement, LLC 40 ixed-asset Target Years DWS Target 2014 DWS Investments 45 ixed-asset Target Years Wells Fargo Advantage Dow Jones Target 2020, Wells Fargo anagement, LLC 77 3 thomsonreuters.com

4 Lipper Global Classification Best Name Company ixed-asset Target Years American Century LIVESTRONG 2025 Portfolio, American Century Investment anagement, Inc. 32 ixed-asset Target Years Wells Fargo Advantage Dow Jones Target 2030, Wells Fargo anagement, LLC 74 ixed-asset Target Years American Century LIVESTRONG 2035 Portfolio, American Century Investment anagement, Inc. 28 ixed-asset Target Years Schwab Target 2040 Charles Schwab Invstment anagement, Inc. 66 ixed-asset Target Allocation Conservative 3 Years Hussman Strategic Total Return Hussman Econometrics Advisors, Inc. 321 ixed-asset Target Allocation Conservative 5 Years Hussman Strategic Total Return Hussman Econometrics Advisors, Inc. 184 ixed-asset Target Allocation Conservative 10 Years Berwyn Income Killen Group, Inc. 75 ixed-asset Target Allocation Growth 3 Years Boston Trust Balanced Boston Trust Investment anagement, Inc. 548 ixed-asset Target Allocation Growth 5 Years Vanguard Wellington, Admiral Vanguard Group, Inc. 438 ixed-asset Target Allocation Growth 10 Years T Rowe Price Capital Appreciation T. Rowe Price Associates, Inc. 247 ixed-asset Target Allocation oderate 3 Years FS Global Total Return, I FS Investment anagement 382 ixed-asset Target Allocation oderate 5 Years FS Global Total Return, I FS Investment anagement 273 ixed-asset Target Allocation oderate 10 Years James Balanced Golden Rainbow James Investment Research, Inc. 145 ulti-cap Core 3 Years Ave aria Growth Schwartz Investment Counsel, Inc. 653 ulti-cap Core 5 Years First Eagle US Value, I First Eagle 466 ulti-cap Core 10 Years Principal West Coast Equity, A Principal anagement Corporation 184 ulti-cap Growth 3 Years Amana Growth Saturna Capital Corporation 392 ulti-cap Growth 5 Years Amana Growth Saturna Capital Corporation 326 ulti-cap Growth 10 Years CALAOS Growth, I Calamos Advisors, LLC 147 ulti-cap Value 3 Years Heartland Select Value, Investor Heartland Advisors, Inc. 314 ulti-cap Value 5 Years Heartland Select Value, Investor Heartland Advisors, Inc. 244 ulti-cap Value 10 Years Heartland Select Value, Investor Heartland Advisors, Inc. 101 ulti-sector Income 3 Years Delaware Diversified Income, Delaware anagement Company 117 ulti-sector Income 5 Years Neuberger Berman Strategic Income, Neuberger Berman anagement, LLC 99 ulti-sector Income 10 Years Fidelity Advisor Strategic Income, Fidelity anagement & Research Company 68 Natural Resources 3 Years Dreyfus Natural Resources, I Dreyfus Corporation 40 Natural Resources 5 Years AI Energy, Investor Invesco Aim 31 Natural Resources 10 Years AI Energy, Investor Invesco Aim 19 New Jersey unicipal Debt 3 Years Glenmede New Jersey unicipal Portfolio Glenmede Investment anagement, LP 37 New Jersey unicipal Debt 5 Years Fidelity New Jersey unicipal Income Fidelity anagement & Research Company 36 New Jersey unicipal Debt 10 Years Fidelity New Jersey unicipal Income Fidelity anagement & Research Company 31 New York Intermediate unicipal Debt 3 Years BNY ellon New York Intermediate Tax-Exempt Bond, Dreyfus Corporation 28 New York Intermediate unicipal Debt 5 Years BNY ellon New York Intermediate Tax-Exempt Bond, Dreyfus Corporation 28 New York Intermediate unicipal Debt 10 Years BNY ellon New York Intermediate Tax-Exempt Bond, Dreyfus Corporation 14 New York unicipal Debt 3 Years Legg ason Partners New York unicipals, I Legg ason/western Asset anagement 96 New York unicipal Debt 5 Years Seligman New York unicipal Series, A Seligman 93 New York unicipal Debt 10 Years Fidelity New York unicipal Income Fidelity anagement & Research Company 69 North Carolina unicipal Debt 3 Years Dupree North Carolina Tax-Free Income Series Dupree & Company, Inc. 24 Ohio unicipal Debt 3 Years Johnson unicipal Income Johnson Investment Counsel, Inc. 71 Ohio unicipal Debt 5 Years Fidelity Ohio unicipal Income Fidelity anagement & Research Company 31 Ohio unicipal Debt 10 Years Seligman Ohio unicipal Series, A Seligman 27 Other States Intermediate unicipal Debt 3 Years BB&T Virginia Intermediate Tax-Free, BB&T Asset anagement, Inc. 128 Other States Intermediate unicipal Debt 5 Years BB&T Virginia Intermediate Tax-Free, BB&T Asset anagement, Inc. 123 Other States Intermediate unicipal Debt 10 Years Columbia Oregon Intermediate unicipal Bond, Z Columbia 89 Other States unicipal Debt 3 Years Integrity aine unicipal Integrity oney anagement, Inc. 133 Other States unicipal Debt 5 Years Dupree Kentucky Tax-Free Income Series Dupree & Company, Inc. 133 Other States unicipal Debt 10 Years Bishop Street Hawaii unicipal Bond, I Bishop Street Capital anagement 114 Pacific Ex-Japan 3 Years Fidelity Southeast Asia Fidelity anagement & Research Company 37 Pacific Ex-Japan 5 Years Pacific Capital New Asia Growth, Y Asset anagement Group of Bank of Hawaii 36 Pacific Ex-Japan 10 Years atthews Pacific Tiger atthews International Capital anagement, LLC 26 Pacific Region 3 Years organ Stanley Pacific Growth, C organ Stanley Investment Advisors, Inc. 26 Pacific Region 5 Years Allianz NAC Pacific Rim, Allianz Global Investors 25 Pennsylvania unicipal Debt 3 Years Legg ason Partners Pennsylvania unicipals, A Legg ason/western Asset anagement 48 Pennsylvania unicipal Debt 5 Years Fidelity Pennsylvania unicipal Income Fidelity anagement & Research Company 48 Pennsylvania unicipal Debt 10 Years Fidelity Pennsylvania unicipal Income Fidelity anagement & Research Company 45 Real Estate 3 Years Neuberger Berman Real Estate, Trust Neuberger Berman anagement, LLC 195 Real Estate 5 Years CG Realty Capital Growth anagement, LP 163 Real Estate 10 Years CG Realty Capital Growth anagement, LP 67 Science & Technology 3 Years Fidelity Select Software & Computer Services Portfolio Fidelity anagement & Research Company 137 Science & Technology 5 Years Fidelity Select Software & Computer Services Portfolio Fidelity anagement & Research Company 122 Science & Technology 10 Years North Track NYSE ArcaEx Tech 100 Index, A Ziegler Capital anagement, LLC 42 4 thomsonreuters.com

5 Lipper Global Classification Best Name Company Short Investment Grade Debt 3 Years Vanguard Short-Term Bond Index, Admiral Vanguard Group, Inc. 214 Short Investment Grade Debt 5 Years Vanguard Short-Term Bond Index, Admiral Vanguard Group, Inc. 178 Short Investment Grade Debt 10 Years Vanguard Short-Term Bond Index, Investor Vanguard Group, Inc. 85 Short unicipal Debt 3 Years Columbia Short Term unicipal Bond, Z Columbia 54 Short unicipal Debt 5 Years Vanguard Short-Term Tax-Exempt, Admiral Vanguard Group, Inc. 51 Short unicipal Debt 10 Years Columbia Short Term unicipal Bond, Z Columbia 26 Short U.S. Government 3 Years Goldman Sachs Short Duration Government, Goldman Sachs & Co./GSA 82 Short U.S. Government 5 Years Goldman Sachs Short Duration Government, Goldman Sachs & Co./GSA 76 Short U.S. Government 10 Years Goldman Sachs Short Duration Government, Goldman Sachs & Co./GSA 53 Short-Intermediate Investment Grade Debt 3 Years Ivy Limited-Term Bond, Y Ivy Investment anagement Company 134 Short-Intermediate Investment Grade Debt 5 Years Brown Advisory Intermediate Income, Brown Investment Advisory, Inc. 126 Short-Intermediate Investment Grade Debt 10 Years Brown Advisory Intermediate Income, Brown Investment Advisory, Inc. 71 Short-Intermediate unicipal Debt 3 Years under Tax-Free Short-Intermediate Bond, Y under Capital anagement 40 Short-Intermediate unicipal Debt 5 Years under Tax-Free Short-Intermediate Bond, Y under Capital anagement 40 Short-Intermediate unicipal Debt 10 Years Fidelity Short-Intermediate unicipal Income Fidelity anagement & Research Company 25 Short-Intermediate U.S. Government 3 Years Federated US Government Securities : 2-5 Years, Federated Investors 48 Short-Intermediate U.S. Government 5 Years SEI Intermediate-Duration Government, A SEI Group 45 Short-Intermediate U.S. Government 10 Years SEI Intermediate-Duration Government, A SEI Group 31 Single-State Insured unicipal Debt 3 Years First Investors innesota Insured Tax Exempt, A First Investors anagement Company, Inc. 75 Single-State Insured unicipal Debt 5 Years Franklin Ohio Insured Tax-Free Income, A Franklin Templeton Investments 74 Single-State Insured unicipal Debt 10 Years First Investors North Carolina Insured Tax Exempt, A First Investors anagement Company, Inc. 71 Small-Cap Core 3 Years Natixis Vaughan Nelson Small Cap Value, A Natixis Asset anagement Advisors, LP 616 Small-Cap Core 5 Years JPorgan Small Cap Equity, Select J.P. organ 487 Small-Cap Core 10 Years Lord Abbett Small-Cap Value Series, I Lord Abbett & Company, LLC 221 Small-Cap Growth 3 Years Van Kampen Small Cap Growth, A Van Kampen Asset anagement 508 Small-Cap Growth 5 Years Van Kampen Small Cap Growth, A Van Kampen Asset anagement 407 Small-Cap Growth 10 Years Turner Emerging Growth, Investor Turner Investment Partners, Inc. 203 Small-Cap Value 3 Years Intrepid Small Cap Intrepid Capital anagement, Inc. 264 Small-Cap Value 5 Years Thrivent Partner Small Cap Value, Thrivent Financial for Lutherans 217 Small-Cap Value 10 Years American Century Small Cap Value, American Century Investment anagement, Inc. 105 Telecommunication 3 Years Wireless Value Trend Capital anagement, LP 33 Treasury Inflation Protected Securities 3 Years BlackRock Inflation Protected Bond Portfolio, BlackRock BlackRock, Inc. 108 Treasury Inflation Protected Securities 5 Years American Century Inflation-Adjusted Bond, American Century Investment anagement, Inc. 52 U.S. ortgage 3 Years Allegiant Government ortgage, I Allegiant Asset anagement Company 82 U.S. ortgage 5 Years Allegiant Government ortgage, I Allegiant Asset anagement Company 79 U.S. ortgage 10 Years Federated Income Trust, Federated Investors 53 Utility 3 Years BlackRock Utilities & Telecommunications, BlackRock, Inc. 91 Utility 5 Years FS Utilities, I FS Investment anagement 70 Utility 10 Years FS Utilities, I FS Investment anagement 46 Virginia unicipal Debt 3 Years Jamestown Tax Exempt Virginia Lowe Brockenbrough & Company, Inc. 27 Virginia unicipal Debt 5 Years adison osaic Tax-Free Virginia adison osaic, LLC 27 Virginia unicipal Debt 10 Years adison osaic Tax-Free Virginia adison osaic, LLC 23 Thomson Reuters All rights reserved. Republication or redistribution of Thomson Reuters content, including by framing or similar means, is prohibited without the prior written consent of Thomson Reuters. 'Thomson Reuters' and the Thomson Reuters logo are registered trademarks and trademarks of Thomson Reuters and its affiliated companies. 5 thomsonreuters.com