Download LIPPER TOP 40 Money Managers

LIPPER TOP 40 Money Managers - 4 Quarters Returns
Product/Style Category:
U.S. Mid-cap Equity
Performance Measurement Period:
4 Quarters Ending 09/30/2012
Mean Return for the Category and Period:
26.0471%
Universe Size:
260
Lists the top rates of return reported by managers for this category and time period. All results are reported net of fees and inclusive of cash.
Rank
Firm Name/Portfolio
4 Quarters
ROR
Assets in
Composite
1
Hotchkis and Wiley Capital Management, LLC - Hotchkis & Wiley Mid-Cap Value Fund;I
49.29%
$1097.3M
2
Lee Munder Capital Group, LLC - SMID Cap Growth
37.43%
$51.2M
3
Legg Mason Partners Fund Advisor, LLC - LM CM Opportunity Trust;FI
36.15%
$35.9M
4
GlobeFlex Capital, L.P. - GlobeFlex U.S. Mid Cap Equity
35.65%
$355.0M
5
TCW Group - TCW Value Opportunities
35.53%
$176.7M
6
Goldman Sachs Asset Management, LP - Goldman Sachs Small/Mid-Cap Growth Fund;IR
35.21%
$48.5M
7
Principal Global Equities - U.S. Mid-Cap Value Equity
34.72%
$310.9M
8
Goldman Sachs Asset Management, LP - U.S. Mid Cap Growth Equity
34.67%
$5809.5M
9
Goldman Sachs Asset Management, LP - Goldman Sachs Growth Opportunities Fund;IR
34.38%
$77.4M
10
John Hancock Investment Management Services, LLC - John Hancock Value Fund;NAV
34.13%
$147.9M
11
The Dreyfus Corporation - Dreyfus MidCap Core Fund;I
34.04%
$20.0M
12
Camden Asset Management, L.P. - Camden Mid Cap Equity
34.00%
$472.0M
13
Baird Investment Management - Mid Cap Growth Equity
33.66%
$282.4M
14
Smith, Graham & Co. Investment Advisors, L.P. - Midcap Value
33.64%
$170.8M
15
Huntington Asset Advisors, Inc. - Huntington Situs Fund;Trust
33.61%
$184.2M
16
Mellon Capital Management Corp - Mid Cap Core
33.38%
$50.0M
17
Baird Investment Management - Baird MidCap Fund;Institutional
33.30%
$100.0M
17
Keeley Asset Management Corp. - KEELEY All Cap Value Fund;I
33.30%
$32.2M
19
Aston Asset Management, LP - ASTON/Fairpointe Mid Cap Fund;I
33.06%
$1466.2M
20
Invesco - Invesco American Value Fund;R
33.01%
$50.4M
21
Genworth Financial Wealth Management, Inc. - GuideMark Small/Mid Cap Core Fund;Inst
32.84%
$35.6M
22
The Dreyfus Corporation - Dreyfus/Boston Company Small/Mid Cap Growth Fund;I
32.81%
$496.9M
23
WEDGE Capital Management, L.L.P. - Mid Cap Value
32.59%
$1956.0M
24
Wells Fargo Funds Management, LLC - Wells Fargo Advantage Common Stock Fund;Adm
32.15%
$18.6M
25
New Amsterdam Partners, LLC - Mid Cap Active Equity
32.14%
$576.4M
26
Legg Mason Partners Fund Advisor, LLC - Legg Mason ClearBridge Mid Cap Core Fund;I
32.10%
$141.3M
27
Quantitative Management Associates LLC - MidCap Quantitative Core Equity
32.04%
$780.0M
28
Federated Investors, Inc. - MDT Mid Cap Growth
31.95%
$52.1M
29
LSV Asset Management - Mid Cap Value Equity (U.S.)
31.91%
$1587.0M
30
Dimensional Fund Advisors LP - DFA US Vector Equity Portfolio;Institutional
31.81%
$2009.6M
31
The Dreyfus Corporation - Dreyfus Opportunistic Midcap Value Fund;I
31.71%
$171.0M
32
The Dreyfus Corporation - Dreyfus Structured Midcap Fund;I
31.69%
$30.4M
33
The Boston Company Asset Management - US Mid Capitalization Opportunistic Value Equity
Management
31.68%
$3696.0M
34
New Amsterdam Partners, LLC - MC Socially Responsible Active Eq
31.27%
$311.1M
35
Transamerica Asset Management, Inc. - Transamerica Small/Mid Cap Value;I
31.22%
$105.7M
36
Cramer Rosenthal McGlynn, LLC - CRM Small/Mid Cap Value Fund;Institutional
31.20%
$646.9M
37
Hahn Capital Management, LLC - Hahn Mid Cap Value
31.14%
$390.3M
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38
Columbia Management Investment Advisers, LLC - Columbia Mid Cap Enhanced Core
31.10%
$56.2M
39
Channing Capital Management, LLC - Mid-Cap Value
31.03%
$310.0M
40
Ariel Investments - Ariel Mid Cap Value Product
30.90%
$460.2M
Lipper MarketPlace; © 2012 Lipper a Thomson Reuters Company, New York, NY 10007.
LIPPER TOP 20 Money Managers - 4 Quarters Returns
Product/Style Category:
U.S. Mid-cap Growth & Value Equity
Performance Measurement Period:
4 Quarters Ending 09/30/2012
Mean Return for the Category and Period:
27.1114%
Universe Size:
75
Lists the top rates of return reported by managers for this category and time period. All results are reported net of fees and inclusive of cash.
Rank
Firm Name/Portfolio
4 Quarters
ROR
Assets in
Composite
1
GlobeFlex Capital, L.P. - GlobeFlex U.S. Mid Cap Equity
35.65%
$355.0M
2
John Hancock Investment Management Services, LLC - John Hancock Value Fund;NAV
34.13%
$147.9M
3
The Dreyfus Corporation - Dreyfus MidCap Core Fund;I
34.04%
$20.0M
4
Huntington Asset Advisors, Inc. - Huntington Situs Fund;Trust
33.61%
$184.2M
5
Mellon Capital Management Corp - Mid Cap Core
33.38%
$50.0M
6
Keeley Asset Management Corp. - KEELEY All Cap Value Fund;I
33.30%
$32.2M
7
Aston Asset Management, LP - ASTON/Fairpointe Mid Cap Fund;I
33.06%
$1466.2M
8
Genworth Financial Wealth Management, Inc. - GuideMark Small/Mid Cap Core Fund;Inst
32.84%
$35.6M
9
Wells Fargo Funds Management, LLC - Wells Fargo Advantage Common Stock Fund;Adm
32.15%
$18.6M
10
New Amsterdam Partners, LLC - Mid Cap Active Equity
32.14%
$576.4M
11
Legg Mason Partners Fund Advisor, LLC - Legg Mason ClearBridge Mid Cap Core Fund;I
32.10%
$141.3M
12
Quantitative Management Associates LLC - MidCap Quantitative Core Equity
32.04%
$780.0M
13
The Dreyfus Corporation - Dreyfus Opportunistic Midcap Value Fund;I
31.71%
$171.0M
14
The Dreyfus Corporation - Dreyfus Structured Midcap Fund;I
31.69%
$30.4M
15
The Boston Company Asset Management - US Mid Capitalization Opportunistic Value Equity
Management
31.68%
$3696.0M
16
Cramer Rosenthal McGlynn, LLC - CRM Small/Mid Cap Value Fund;Institutional
31.20%
$646.9M
17
Principal Global Equities - U.S. Mid-Cap Equity
30.86%
$5546.9M
18
Hartford Life Investment Advisors LLC - Hartford MidCap HLS;IA
30.61%
$472.2M
19
Hartford Investment Management Company - Hartford MidCap Fund;I
30.50%
$213.9M
20
J.P. Morgan Asset Management - JPMorgan Mid Cap Equity Fund;Select
30.48%
$885.9M
Lipper MarketPlace; © 2012 Lipper a Thomson Reuters Company, New York, NY 10007.
LIPPER TOP 20 Money Managers - 4 Quarters Returns
Product/Style Category:
U.S. Mid-cap Growth Equity
Performance Measurement Period:
4 Quarters Ending 09/30/2012
Mean Return for the Category and Period:
24.0647%
Universe Size:
107
Lists the top rates of return reported by managers for this category and time period. All results are reported net of fees and inclusive of cash.
Rank
Firm Name/Portfolio
4 Quarters
ROR
Assets in
Composite
1
Lee Munder Capital Group, LLC - SMID Cap Growth
37.43%
$51.2M
2
Goldman Sachs Asset Management, LP - Goldman Sachs Small/Mid-Cap Growth Fund;IR
35.21%
$48.5M
3
Goldman Sachs Asset Management, LP - U.S. Mid Cap Growth Equity
34.67%
$5809.5M
4
Goldman Sachs Asset Management, LP - Goldman Sachs Growth Opportunities Fund;IR
34.38%
$77.4M
5
Baird Investment Management - Mid Cap Growth Equity
33.66%
$282.4M
6
Baird Investment Management - Baird MidCap Fund;Institutional
33.30%
$100.0M
7
The Dreyfus Corporation - Dreyfus/Boston Company Small/Mid Cap Growth Fund;I
32.81%
$496.9M
8
Federated Investors, Inc. - MDT Mid Cap Growth
31.95%
$52.1M
9
New Amsterdam Partners, LLC - MC Socially Responsible Active Eq
31.27%
$311.1M
10
Managers Investment Group LLC - Managers TimesSquare Mid Cap Growth Fund;Inst
30.62%
$958.5M
11
Rainier Investment Management, Inc. - Rainier Small/Mid Cap Equity Fund;Inst
30.40%
$1049.4M
12
AllianceBernstein L.P. - AllianceBernstein Discovery Growth Fund;Adv
30.12%
$422.5M
13
Wells Capital Management Inc. - Fundamental Mid Cap Growth Equity
29.70%
$1098.2M
14
Moran Edwards Asset Management Group - Momentum
29.54%
$11.3M
15
TIAA-CREF - TIAA-CREF Mid-Cap Growth Fund;Institutional
29.14%
$585.5M
16
Wellington Management Company, LLP - Wellington Mid Cap Opportunities;Series 1
28.79%
$424.0M
17
Frontier Capital Management Company, LLC - Frontier Mid Cap Portfolios
28.78%
$3248.0M
18
Palisade Capital Management, LLC - Mid Cap Growth Equity
28.75%
$130.8M
19
Mercer Global Investments, Inc. - Mercer US Small/Mid Cap Growth Equity Fund;Y-3
28.63%
$334.0M
20
RBC Global Asset Management (U.S.) Inc. - RBC SMID Cap Growth Fund;I
28.37%
$31.8M
Lipper MarketPlace; © 2012 Lipper a Thomson Reuters Company, New York, NY 10007.
LIPPER TOP 20 Money Managers - 4 Quarters Returns
Product/Style Category:
U.S. Small-cap Growth & Value Equity
Performance Measurement Period:
4 Quarters Ending 09/30/2012
Mean Return for the Category and Period:
30.0718%
Universe Size:
177
Lists the top rates of return reported by managers for this category and time period. All results are reported net of fees and inclusive of cash.
Rank
Firm Name/Portfolio
4 Quarters
ROR
Assets in
Composite
1
Hennessy Advisors, Inc. - Hennessy Cornerstone Growth Fund;Institutional
49.40%
$37.1M
2
Allianz Global Investors Capital, LLC - US Systematic Small Cap
46.61%
$12.0M
3
1492 Capital Management - 1492 Small Cap Core Alpha
44.54%
$13.0M
4
Keeley Asset Management Corp. - KEELEY Small-Mid Cap Value Fund;I
42.11%
$122.7M
5
Allianz Global Investors Capital, LLC - Allianz AGIC Micro Cap Fund;Institutional
41.57%
$26.9M
6
PanAgora Asset Management, Inc. - U.S. Small Cap Core Stock Selector
40.99%
$165.0M
7
Pacific Investment Management Company LLC - PIMCO Sm Co Fndmntl IdxPLUS TR Strat
Fd;Inst
40.90%
$437.6M
8
The Boston Company Asset Management - US Small Capitalization Opportunistic Value Equity
Management
39.42%
$1187.0M
9
PENN Capital Management Company, Inc. - Small Cap Equity
38.38%
$453.8M
10
PNC Capital Advisors, LLC - Small Cap Equity
38.13%
$264.9M
11
Dana Investment Advisors, Inc. - Dana Small Cap Equity
37.94%
$17.9M
12
Gabelli Funds - Gabelli Focus Five Fund;I
37.21%
$15.3M
13
The Dreyfus Corporation - Dreyfus/Boston Company Small Cap Value Fund;I
36.95%
$443.2M
14
New Amsterdam Partners, LLC - Small Cap Active Equity
36.82%
$53.8M
15
J.P. Morgan Asset Management - JPMorgan Small Cap Core Fund;Select
36.57%
$420.1M
16
PanAgora Asset Management, Inc. - Dynamic Small Cap Core
36.56%
$75.0M
17
J.P. Morgan Asset Management - JPMorgan US Small Company Fund;Institutional
36.39%
$10.3M
18
Thomson Horstmann & Bryant, Inc. - Microcap Equity
36.36%
$308.1M
19
Quantitative Management Associates LLC - Small Cap Quantitative Core Equity
36.32%
$108.0M
19
Touchstone Advisors Inc. - Touchstone Small Cap Core Fund;Institutional
36.32%
$252.6M
Lipper MarketPlace; © 2012 Lipper a Thomson Reuters Company, New York, NY 10007.
LIPPER TOP 40 Money Managers - 4 Quarters Returns
Product/Style Category:
U.S. Growth & Value Equity
Performance Measurement Period:
4 Quarters Ending 09/30/2012
Mean Return for the Category and Period:
27.9256%
Universe Size:
638
Lists the top rates of return reported by managers for this category and time period. All results are reported net of fees and inclusive of cash.
Rank
Firm Name/Portfolio
4 Quarters
ROR
Assets in
Composite
1
Hennessy Advisors, Inc. - Hennessy Cornerstone Growth Fund;Institutional
49.40%
$37.1M
2
Allianz Global Investors Capital, LLC - US Systematic Small Cap
46.61%
$12.0M
3
Smead Capital Management, Inc. - Smead Value Fund;Institutional
44.87%
$63.0M
4
1492 Capital Management - 1492 Small Cap Core Alpha
44.54%
$13.0M
5
Pacific Investment Management Company LLC - PIMCO StocksPLUS Total Return
Fund;Institutional
43.61%
$232.9M
6
Keeley Asset Management Corp. - KEELEY Small-Mid Cap Value Fund;I
42.11%
$122.7M
7
Allianz Global Investors Capital, LLC - Allianz AGIC Micro Cap Fund;Institutional
41.57%
$26.9M
8
PanAgora Asset Management, Inc. - U.S. Small Cap Core Stock Selector
40.99%
$165.0M
9
Pacific Investment Management Company LLC - PIMCO Sm Co Fndmntl IdxPLUS TR Strat
Fd;Inst
40.90%
$437.6M
10
Fidelity Management & Research Company - Fidelity Advisor Leveraged Company Stock
Fund;Inst
39.97%
$658.0M
11
Fidelity Management & Research Company - Fidelity Leveraged Company Stock Fund;K
39.59%
$691.2M
12
The Boston Company Asset Management - US Small Capitalization Opportunistic Value Equity
Management
39.42%
$1187.0M
13
PENN Capital Management Company, Inc. - Small Cap Equity
38.38%
$453.8M
14
PNC Capital Advisors, LLC - Small Cap Equity
38.13%
$264.9M
15
Dana Investment Advisors, Inc. - Dana Small Cap Equity
37.94%
$17.9M
16
Gabelli Funds - Gabelli Focus Five Fund;I
37.21%
$15.3M
17
Old West Investment Management, LLC - Old West Small/Mid Cap Growth
37.14%
$22.5M
18
The Dreyfus Corporation - Dreyfus/Boston Company Small Cap Value Fund;I
36.95%
$443.2M
19
New Amsterdam Partners, LLC - Small Cap Active Equity
36.82%
$53.8M
20
J.P. Morgan Asset Management - JPMorgan Small Cap Core Fund;Select
36.57%
$420.1M
21
PanAgora Asset Management, Inc. - Dynamic Small Cap Core
36.56%
$75.0M
22
J.P. Morgan Asset Management - JPMorgan US Small Company Fund;Institutional
36.39%
$10.3M
23
Thomson Horstmann & Bryant, Inc. - Microcap Equity
36.36%
$308.1M
24
Quantitative Management Associates LLC - Small Cap Quantitative Core Equity
36.32%
$108.0M
24
Touchstone Advisors Inc. - Touchstone Small Cap Core Fund;Institutional
36.32%
$252.6M
26
Martin Capital Advisors, LLP - MCA Flexible Growth Portfolios
36.31%
$19.6M
27
T. Rowe Price Associates, Inc. - T Rowe Price Institutional Small-Cap Stock Fund
36.21%
$929.1M
28
TAMRO Capital Partners LLC - TAMRO Small Cap
35.90%
$1805.8M
29
T. Rowe Price Associates, Inc. - Small-Cap Core Strategy
35.78%
$9242.2M
30
Allianz Global Investors Capital, LLC - Allianz F&T Behavioral Large Cap Fund;Inst
35.72%
$16.0M
31
Mellon Capital Management Corp - Small Cap
35.68%
$12.0M
32
GlobeFlex Capital, L.P. - GlobeFlex U.S. Mid Cap Equity
35.65%
$355.0M
33
GlobeFlex Capital, L.P. - GlobeFlex U.S. Small Cap Equity
35.49%
$41.0M
34
Fidelity Management & Research Company - Fidelity Advisor Value Strategies Fund;Inst
35.44%
$55.1M
Lipper MarketPlace; © 2012 Lipper a Thomson Reuters Company, New York, NY 10007.
35
The Boston Company Asset Management - US Small Mid Capitalization Opportunistic Value
Equity Management
35.41%
$330.0M
36
Bogle Investment Management, L.P. - Bogle Inv Management Small Cap Growth Fund;Inst
35.36%
$52.0M
37
Delaware Investments - Small Cap Core
35.35%
$266.0M
38
Nuveen Asset Management, LLC - Nuveen Small Cap Select Fund;I
35.13%
$261.8M
39
Quantitative Management Associates LLC - Long/Short Quantitative Core Equity
35.07%
$365.0M
40
Mellon Capital Management Corp - Small Cap Core
35.05%
$80.0M
Lipper MarketPlace; © 2012 Lipper a Thomson Reuters Company, New York, NY 10007.
LIPPER TOP 40 Money Managers - 12 Quarters Returns
Product/Style Category:
U.S. Equity (All Styles)
Performance Measurement Period:
12 Quarters Ending 09/30/2012
Mean Return for the Category and Period:
12.1530%
Universe Size:
1771
Lists the top rates of return reported by managers for this category and time period. All results are reported net of fees and inclusive of cash.
Rank
Firm Name/Portfolio
12 Quarters
ROR
Assets in
Composite
1
Dundeewealth US, LP - Dynamic US Growth;I
28.77%
$55.7M
2
Allianz Global Investors Capital, LLC - US Ultra Micro Cap
23.93%
$17.7M
3
Delaware Investments - Smid-Cap Growth-Focus (strategy closed to new investors)
23.41%
$2627.0M
4
SouthernSun Asset Management, LLC - Small Cap
23.25%
$506.4M
5
Guggenheim Investments - Rydex Dow 2x Strategy Fund;H
23.11%
$15.8M
6
Huber Capital Management, LLC - Small Cap Value
22.91%
$615.9M
7
T. Rowe Price Associates, Inc. - Small-Cap Growth Strategy
22.81%
$1028.0M
8
Delaware Investments - Delaware Focus Smid-Cap Growth Equity Portfolio
22.54%
$17.9M
9
Goldman Sachs Asset Management, LP - Small Cap Value Equity
22.24%
$4405.0M
10
Wells Fargo Funds Management, LLC - Wells Fargo Advantage Growth Fund;Adm
22.03%
$3068.8M
11
NewSouth Capital Management, Inc. - Small Cap Value
21.94%
$943.9M
12
Martin Capital Advisors, LLP - MCA Flexible Growth Portfolios
21.85%
$19.6M
13
Wells Capital Management Inc. - Heritage All Cap Growth Equity
21.78%
$12636.1M
14
Touchstone Advisors Inc. - Touchstone Sands Capital Sands Grwth Fund
21.28%
$2062.9M
14
Rice Hall James & Associates, LLC - Small Cap Opportunities
21.28%
$30.2M
16
Federated Investors, Inc. - MDT Mid Cap Growth
21.15%
$52.1M
17
Delaware Investments - Delaware Smid Cap Growth Fund;Institutional
21.04%
$190.7M
18
Delaware Investments - All-Cap Growth
20.95%
$901.0M
19
AllianceBernstein L.P. - AllianceBernstein Discovery Growth Fund;Adv
20.94%
$422.5M
20
AllianceBernstein L.P. - AllianceBernstein Small Cap Growth Portfolio;Adv
20.84%
$193.6M
21
Touchstone Advisors Inc. - Touchstone Sands Capital Select Growth Fund;Y
20.68%
$1119.4M
22
SouthernSun Asset Management, LLC - Smid Cap
20.67%
$365.5M
23
Pacific Investment Management Company LLC - PIMCO StocksPLUS Total Return
Fund;Institutional
20.55%
$232.9M
24
Delaware Investments - Delaware Select Growth Fund;Institutional
20.45%
$310.1M
25
Cadence Capital Management, LLC - Micro Cap Growth
20.15%
$99.1M
26
New Amsterdam Partners, LLC - Mid Cap Active Equity
19.78%
$576.4M
27
The London Company of Virginia - Concentrated All Cap
19.75%
$48.8M
28
Geneva Capital Management Ltd. - Geneva Smallcap Growth
19.71%
$279.0M
29
Wells Fargo Funds Management, LLC - Wells Fargo Advantage Emerging Growth Fund; Adm
19.56%
$183.2M
30
Palisade Capital Management, LLC - Small Cap Growth
19.48%
$346.0M
31
Hartford Life Investment Advisors LLC - Hartford SmallCap Growth HLS;IA
19.46%
$50.1M
32
Wells Capital Management Inc. - Fundamental SMID Cap Growth Equity
19.06%
$3168.3M
33
Invesco - Invesco Select Companies Fund;R
18.96%
$71.4M
34
Frontier Capital Management Company, LLC - Frontier Small Cap Value
18.93%
$354.0M
35
Mastrapasqua Asset Management, Inc. - Small/Mid Cap Core Equity
18.92%
$18.9M
36
HighMark Capital Management, Inc. - HighMark Geneva Small Cap Growth Fund;Fiduciary
18.82%
$32.0M
37
Massachusetts Mutual Life Insurance Co. - MassMutual Select Growth Opportunities Fund;L
18.78%
$75.0M
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38
Fidelity Management & Research Company - Fidelity Advisor Growth Opportunities Fund;Inst
18.63%
$463.5M
39
Managers Investment Group LLC - Managers Special Equity Fund;Institutional
18.62%
$16.6M
40
Bares Capital Management, Inc. - Micro Cap Equity
18.61%
$304.0M
Lipper MarketPlace; © 2012 Lipper a Thomson Reuters Company, New York, NY 10007.
LIPPER TOP 40 Money Managers - 12 Quarters Returns
Product/Style Category:
U.S. Mid-cap Equity
Performance Measurement Period:
12 Quarters Ending 09/30/2012
Mean Return for the Category and Period:
12.9587%
Universe Size:
225
Lists the top rates of return reported by managers for this category and time period. All results are reported net of fees and inclusive of cash.
Rank
Firm Name/Portfolio
12 Quarters
ROR
Assets in
Composite
1
Delaware Investments - Delaware Focus Smid-Cap Growth Equity Portfolio
22.54%
$17.9M
2
Federated Investors, Inc. - MDT Mid Cap Growth
21.15%
$52.1M
3
Delaware Investments - Delaware Smid Cap Growth Fund;Institutional
21.04%
$190.7M
4
AllianceBernstein L.P. - AllianceBernstein Discovery Growth Fund;Adv
20.94%
$422.5M
5
New Amsterdam Partners, LLC - Mid Cap Active Equity
19.78%
$576.4M
6
New Amsterdam Partners, LLC - MC Socially Responsible Active Eq
18.42%
$311.1M
7
Calvert Investment Management Inc. - Calvert Capital Accumulation Fund;I
18.39%
$81.7M
8
Robeco Investment Management Inc. - Robeco BP Mid Cap Value
18.29%
$2293.3M
9
RBC Global Asset Management (U.S.) Inc. - RBC SMID Cap Growth Fund;I
18.28%
$31.8M
10
Baird Investment Management - Mid Cap Growth Equity
18.17%
$282.4M
11
Principal Global Equities - U.S. Mid-Cap Equity
18.06%
$5546.9M
12
Baird Investment Management - Baird MidCap Fund;Institutional
17.87%
$100.0M
13
Chase Investment Counsel Corporation - Mid Cap Equity
17.72%
$32.0M
14
Camden Asset Management, L.P. - Camden Mid Cap Equity
17.62%
$472.0M
15
Geneva Capital Management Ltd. - Geneva Midcap Growth
17.42%
$2807.8M
16
Artisan Partners Limited Partnership - Artisan U.S. Mid-Cap Growth Equity
17.26%
$11597.6M
17
American Beacon Advisors, Inc. - American Beacon Stephens Mid-Cap Growth Fund;Inst
17.12%
$29.7M
18
Munder Capital Management - Mid-Capitalization Core Growth
17.06%
$5897.7M
18
ING U.S. Investment Management - ING MidCap Opportunities Fund;Institutional
17.06%
$353.6M
20
ING U.S. Investment Management - ING Mid Cap Growth Equity
16.98%
$2407.0M
21
Loomis, Sayles & Company, L.P. - Natixis Loomis Sayles Mid Cap Growth Fund;Y
16.70%
$55.3M
22
OppenheimerFunds, Inc. - Oppenheimer Small- & Mid-Cap Growth Fund;N
16.65%
$17.7M
23
HighMark Capital Management, Inc. - HighMark Geneva Mid Cap Growth Fund;Fiduciary
16.59%
$545.3M
24
Mellon Capital Management Corp - Mid Cap Core
16.55%
$50.0M
25
Frost Investment Advisors, LLC - Frost Mid Cap Equity Fund; Institutional
16.30%
$18.1M
26
Quantitative Management Associates LLC - MidCap Quantitative Core Equity
16.20%
$780.0M
27
GlobeFlex Capital, L.P. - GlobeFlex U.S. Mid Cap Equity
16.18%
$355.0M
28
Mutual of America Capital Management Corp. - Mutual of America Institutional Mid-Cap Eq Idx
Fd
15.97%
$38.0M
29
Hotchkis and Wiley Capital Management, LLC - Hotchkis & Wiley Mid-Cap Value Fund;I
15.95%
$1097.3M
29
The Dreyfus Corporation - Dreyfus/Boston Company Small/Mid Cap Growth Fund;I
15.95%
$496.9M
31
Robeco Investment Management Inc. - Robeco WPG Mid Cap Disciplined Equity
15.94%
$41.7M
32
Montag & Caldwell, LLC - Mid Cap Growth
15.86%
$37.0M
33
Principal Global Equities - U.S. Mid-Cap Value Equity
15.84%
$310.9M
34
Nuveen Asset Management, LLC - Nuveen Mid Cap Growth Opportunities Fund;I
15.68%
$745.0M
35
Palisade Capital Management, LLC - Mid Cap Growth Equity
15.65%
$130.8M
36
The Dreyfus Corporation - Dreyfus Structured Midcap Fund;I
15.50%
$30.4M
37
TIAA-CREF - TIAA-CREF Mid-Cap Growth Fund;Institutional
15.32%
$585.5M
Lipper MarketPlace; © 2012 Lipper a Thomson Reuters Company, New York, NY 10007.
38
Scout Investments - Scout Mid Cap Equity
15.14%
$1508.7M
39
Waddell & Reed Investment Management Company - Waddell & Reed Advisors New Concepts
Fund;Y
15.10%
$64.2M
40
American Century Investments - American Century Heritage Fund;Institutional
15.08%
$188.0M
Lipper MarketPlace; © 2012 Lipper a Thomson Reuters Company, New York, NY 10007.
LIPPER TOP 20 Money Managers - 12 Quarters Returns
Product/Style Category:
U.S. Mid-cap Growth & Value Equity
Performance Measurement Period:
12 Quarters Ending 09/30/2012
Mean Return for the Category and Period:
12.6401%
Universe Size:
67
Lists the top rates of return reported by managers for this category and time period. All results are reported net of fees and inclusive of cash.
Rank
Firm Name/Portfolio
12 Quarters
ROR
Assets in
Composite
1
New Amsterdam Partners, LLC - Mid Cap Active Equity
19.78%
$576.4M
2
Calvert Investment Management Inc. - Calvert Capital Accumulation Fund;I
18.39%
$81.7M
3
Principal Global Equities - U.S. Mid-Cap Equity
18.06%
$5546.9M
4
ING U.S. Investment Management - ING MidCap Opportunities Fund;Institutional
17.06%
$353.6M
5
Mellon Capital Management Corp - Mid Cap Core
16.55%
$50.0M
6
Quantitative Management Associates LLC - MidCap Quantitative Core Equity
16.20%
$780.0M
7
GlobeFlex Capital, L.P. - GlobeFlex U.S. Mid Cap Equity
16.18%
$355.0M
8
Mutual of America Capital Management Corp. - Mutual of America Institutional Mid-Cap Eq Idx
Fd
15.97%
$38.0M
9
Robeco Investment Management Inc. - Robeco WPG Mid Cap Disciplined Equity
15.94%
$41.7M
10
The Dreyfus Corporation - Dreyfus Structured Midcap Fund;I
15.50%
$30.4M
11
Scout Investments - Scout Mid Cap Equity
15.14%
$1508.7M
12
Eaton Vance Management - Eaton Vance-Atlanta Capital SMID-Cap Fund;I
14.67%
$1934.1M
13
J.P. Morgan Asset Management - JPMorgan Mid Cap Equity Fund;Select
14.58%
$885.9M
14
Northern Trust Global Investments - NT Collective Extended Equity Market Index;Lend
14.54%
$2702.9M
15
Northern Trust Global Investments - NT Collective S&P MidCap 400 Index;Lend
14.51%
$1137.3M
16
Huntington Asset Advisors, Inc. - Huntington Situs Fund;Trust
14.34%
$184.2M
17
Northern Trust Global Investments - NT Collective S&P400 Index;NL
14.31%
$2163.8M
18
Northern Trust Global Investments - NT Collective S&P 400 Index DC;NL Tier J
14.27%
$931.8M
19
Madison Investment Advisors, LLC - Mid-Cap Equity (Instl)
14.19%
$197.7M
20
Northern Trust Global Investments - NT Collective Extended Equity Market Index;NL
14.11%
$162.9M
Lipper MarketPlace; © 2012 Lipper a Thomson Reuters Company, New York, NY 10007.
LIPPER TOP 20 Money Managers - 12 Quarters Returns
Product/Style Category:
U.S. Mid-cap Growth Equity
Performance Measurement Period:
12 Quarters Ending 09/30/2012
Mean Return for the Category and Period:
13.4984%
Universe Size:
95
Lists the top rates of return reported by managers for this category and time period. All results are reported net of fees and inclusive of cash.
Rank
Firm Name/Portfolio
12 Quarters
ROR
Assets in
Composite
1
Delaware Investments - Delaware Focus Smid-Cap Growth Equity Portfolio
22.54%
$17.9M
2
Federated Investors, Inc. - MDT Mid Cap Growth
21.15%
$52.1M
3
Delaware Investments - Delaware Smid Cap Growth Fund;Institutional
21.04%
$190.7M
4
AllianceBernstein L.P. - AllianceBernstein Discovery Growth Fund;Adv
20.94%
$422.5M
5
New Amsterdam Partners, LLC - MC Socially Responsible Active Eq
18.42%
$311.1M
6
RBC Global Asset Management (U.S.) Inc. - RBC SMID Cap Growth Fund;I
18.28%
$31.8M
7
Baird Investment Management - Mid Cap Growth Equity
18.17%
$282.4M
8
Baird Investment Management - Baird MidCap Fund;Institutional
17.87%
$100.0M
9
Chase Investment Counsel Corporation - Mid Cap Equity
17.72%
$32.0M
10
Geneva Capital Management Ltd. - Geneva Midcap Growth
17.42%
$2807.8M
11
Artisan Partners Limited Partnership - Artisan U.S. Mid-Cap Growth Equity
17.26%
$11597.6M
12
American Beacon Advisors, Inc. - American Beacon Stephens Mid-Cap Growth Fund;Inst
17.12%
$29.7M
13
Munder Capital Management - Mid-Capitalization Core Growth
17.06%
$5897.7M
14
ING U.S. Investment Management - ING Mid Cap Growth Equity
16.98%
$2407.0M
15
Loomis, Sayles & Company, L.P. - Natixis Loomis Sayles Mid Cap Growth Fund;Y
16.70%
$55.3M
16
OppenheimerFunds, Inc. - Oppenheimer Small- & Mid-Cap Growth Fund;N
16.65%
$17.7M
17
HighMark Capital Management, Inc. - HighMark Geneva Mid Cap Growth Fund;Fiduciary
16.59%
$545.3M
18
Frost Investment Advisors, LLC - Frost Mid Cap Equity Fund; Institutional
16.30%
$18.1M
19
The Dreyfus Corporation - Dreyfus/Boston Company Small/Mid Cap Growth Fund;I
15.95%
$496.9M
20
Montag & Caldwell, LLC - Mid Cap Growth
15.86%
$37.0M
Lipper MarketPlace; © 2012 Lipper a Thomson Reuters Company, New York, NY 10007.
LIPPER TOP 40 Money Managers - 12 Quarters Returns
Product/Style Category:
U.S. Small-cap Equity
Performance Measurement Period:
12 Quarters Ending 09/30/2012
Mean Return for the Category and Period:
13.3087%
Universe Size:
433
Lists the top rates of return reported by managers for this category and time period. All results are reported net of fees and inclusive of cash.
Rank
Firm Name/Portfolio
12 Quarters
ROR
Assets in
Composite
1
Allianz Global Investors Capital, LLC - US Ultra Micro Cap
23.93%
$17.7M
2
SouthernSun Asset Management, LLC - Small Cap
23.25%
$506.4M
3
Huber Capital Management, LLC - Small Cap Value
22.91%
$615.9M
4
T. Rowe Price Associates, Inc. - Small-Cap Growth Strategy
22.81%
$1028.0M
5
Goldman Sachs Asset Management, LP - Small Cap Value Equity
22.24%
$4405.0M
6
NewSouth Capital Management, Inc. - Small Cap Value
21.94%
$943.9M
7
Rice Hall James & Associates, LLC - Small Cap Opportunities
21.28%
$30.2M
8
AllianceBernstein L.P. - AllianceBernstein Small Cap Growth Portfolio;Adv
20.84%
$193.6M
9
Cadence Capital Management, LLC - Micro Cap Growth
20.15%
$99.1M
10
Geneva Capital Management Ltd. - Geneva Smallcap Growth
19.71%
$279.0M
11
Wells Fargo Funds Management, LLC - Wells Fargo Advantage Emerging Growth Fund; Adm
19.56%
$183.2M
12
Palisade Capital Management, LLC - Small Cap Growth
19.48%
$346.0M
13
Hartford Life Investment Advisors LLC - Hartford SmallCap Growth HLS;IA
19.46%
$50.1M
14
Invesco - Invesco Select Companies Fund;R
18.96%
$71.4M
15
Frontier Capital Management Company, LLC - Frontier Small Cap Value
18.93%
$354.0M
16
HighMark Capital Management, Inc. - HighMark Geneva Small Cap Growth Fund;Fiduciary
18.82%
$32.0M
17
Managers Investment Group LLC - Managers Special Equity Fund;Institutional
18.62%
$16.6M
18
Bares Capital Management, Inc. - Micro Cap Equity
18.61%
$304.0M
19
Loomis, Sayles & Company, L.P. - Loomis Sayles Small Cap Growth Fund;Institutional
18.30%
$576.9M
20
Snow Capital Management, L.P. - Small Cap Value
18.18%
$85.0M
20
Hartford Investment Management Company - Hartford SmallCap Growth Fund;I
18.18%
$20.7M
22
Lord, Abbett & Co. LLC - Lord Abbett Developing Growth Fund;F
18.17%
$134.2M
23
New Amsterdam Partners, LLC - Small Cap Active Equity
17.99%
$53.8M
24
Lord, Abbett & Co. LLC - Small Cap Growth Equity (Closed to New Investors)
17.94%
$3078.0M
25
Allianz Global Investors Capital, LLC - US Systematic Small Cap
17.83%
$12.0M
26
Artisan Partners Limited Partnership - Artisan U.S. Small-Cap Growth Equity
17.80%
$1268.8M
27
Everence Capital Management, Inc. - Praxis Small Cap Fund;I
17.71%
$60.9M
28
The London Company of Virginia - Small Cap Value/Core
17.69%
$1524.0M
29
T. Rowe Price Associates, Inc. - T Rowe Price Institutional Small-Cap Stock Fund
17.66%
$929.1M
30
Fortaleza Asset Management, Inc. - Small Cap Growth
17.65%
$48.8M
31
UBS Global Asset Management (Americas), Inc. - Small Cap Growth Equity
17.63%
$488.8M
32
Stephens Investment Management Group, LLC - Stephens Small Cap Growth Strategy
17.62%
$958.0M
33
Brandes Investment Partners, LP - U.S. Small Cap Value Equity
17.54%
$15.8M
34
Luther King Capital Management Corp. - Small-Cap Core Equity
17.51%
$1887.6M
35
T. Rowe Price Associates, Inc. - Small-Cap Core Strategy
17.49%
$9242.2M
36
Wasatch Advisors, Inc. - Wasatch Small Cap Ultra Growth
17.35%
$26.9M
37
Janus Capital Management LLC - Janus Small Company Growth
17.32%
$2057.6M
Lipper MarketPlace; © 2012 Lipper a Thomson Reuters Company, New York, NY 10007.
37
Janus Capital Management LLC - Janus Triton Fund;I
17.32%
$818.9M
39
PNC Capital Advisors, LLC - Small Cap Equity
17.29%
$264.9M
40
Robeco Investment Management Inc. - Robeco BP Small Cap Value II
17.22%
$302.0M
Lipper MarketPlace; © 2012 Lipper a Thomson Reuters Company, New York, NY 10007.
LIPPER TOP 20 Money Managers - 12 Quarters Returns
Product/Style Category:
U.S. Small-cap Growth & Value Equity
Performance Measurement Period:
12 Quarters Ending 09/30/2012
Mean Return for the Category and Period:
12.9022%
Universe Size:
156
Lists the top rates of return reported by managers for this category and time period. All results are reported net of fees and inclusive of cash.
Rank
Firm Name/Portfolio
12 Quarters
ROR
Assets in
Composite
1
New Amsterdam Partners, LLC - Small Cap Active Equity
17.99%
$53.8M
2
Allianz Global Investors Capital, LLC - US Systematic Small Cap
17.83%
$12.0M
3
T. Rowe Price Associates, Inc. - T Rowe Price Institutional Small-Cap Stock Fund
17.66%
$929.1M
4
Luther King Capital Management Corp. - Small-Cap Core Equity
17.51%
$1887.6M
5
T. Rowe Price Associates, Inc. - Small-Cap Core Strategy
17.49%
$9242.2M
6
PNC Capital Advisors, LLC - Small Cap Equity
17.29%
$264.9M
7
Dana Investment Advisors, Inc. - Dana Small Cap Equity
17.06%
$17.9M
8
Rice Hall James & Associates, LLC - Rice Hall James Small Cap Portfolio;Institutional
17.05%
$88.0M
9
HighMark Capital Management, Inc. - HighMark Small Cap Core Fund;Fiduciary
16.75%
$51.7M
10
Kayne Anderson Rudnick Investment Management, LLC - Small Cap
16.68%
$489.7M
11
Nuveen Asset Management, LLC - Nuveen NWQ Small-Cap Value Fund;I
16.33%
$101.9M
12
Quantitative Management Associates LLC - Small Cap Quantitative Core Equity
16.27%
$108.0M
13
Northern Trust Global Investments - NTGI QM Collective Daily Structured SC Eq;Lend
16.22%
$88.9M
14
Eagle Asset Management, Inc. - Small Cap Growth Inst.
16.18%
$1532.1M
15
Mellon Capital Management Corp - Small Cap Core
16.08%
$80.0M
16
Atlanta Capital Management Company, L.L.C. - High Quality Small Cap
15.91%
$1016.2M
17
Delaware Investments - Small Cap Core
15.85%
$266.0M
18
Guidestone Capital Management - GuideStone Small Cap Equity Fund;GS2
15.73%
$67.1M
19
Kennedy Capital Management, Inc. - Small Cap (Core)
15.54%
$526.9M
20
Kennedy Capital Management, Inc. - Select
15.47%
$538.4M
Lipper MarketPlace; © 2012 Lipper a Thomson Reuters Company, New York, NY 10007.
LIPPER TOP 40 Money Managers - 12 Quarters Returns
Product/Style Category:
U.S. Growth & Value Equity
Performance Measurement Period:
12 Quarters Ending 09/30/2012
Mean Return for the Category and Period:
12.0073%
Universe Size:
564
Lists the top rates of return reported by managers for this category and time period. All results are reported net of fees and inclusive of cash.
Rank
Firm Name/Portfolio
12 Quarters
ROR
Assets in
Composite
1
Martin Capital Advisors, LLP - MCA Flexible Growth Portfolios
21.85%
$19.6M
2
Pacific Investment Management Company LLC - PIMCO StocksPLUS Total Return
Fund;Institutional
20.55%
$232.9M
3
New Amsterdam Partners, LLC - Mid Cap Active Equity
19.78%
$576.4M
4
Mastrapasqua Asset Management, Inc. - Small/Mid Cap Core Equity
18.92%
$18.9M
5
Calvert Investment Management Inc. - Calvert Capital Accumulation Fund;I
18.39%
$81.7M
6
Old West Investment Management, LLC - Old West Small/Mid Cap Growth
18.22%
$22.5M
7
Principal Global Equities - U.S. Mid-Cap Equity
18.06%
$5546.9M
8
New Amsterdam Partners, LLC - Small Cap Active Equity
17.99%
$53.8M
9
Allianz Global Investors Capital, LLC - US Systematic Small Cap
17.83%
$12.0M
10
T. Rowe Price Associates, Inc. - T Rowe Price Institutional Small-Cap Stock Fund
17.66%
$929.1M
11
Luther King Capital Management Corp. - Small-Cap Core Equity
17.51%
$1887.6M
12
T. Rowe Price Associates, Inc. - Small-Cap Core Strategy
17.49%
$9242.2M
13
PNC Capital Advisors, LLC - Small Cap Equity
17.29%
$264.9M
14
Rice Hall James & Associates, LLC - Small Cap Equity
17.12%
$485.3M
15
ING U.S. Investment Management - ING MidCap Opportunities Fund;Institutional
17.06%
$353.6M
15
Dana Investment Advisors, Inc. - Dana Small Cap Equity
17.06%
$17.9M
17
Rice Hall James & Associates, LLC - Rice Hall James Small Cap Portfolio;Institutional
17.05%
$88.0M
18
HighMark Capital Management, Inc. - HighMark Small Cap Core Fund;Fiduciary
16.75%
$51.7M
19
Kayne Anderson Rudnick Investment Management, LLC - Small Cap
16.68%
$489.7M
20
Gabelli Funds - Gabelli Value Fund;I
16.56%
$20.7M
21
Mellon Capital Management Corp - Mid Cap Core
16.55%
$50.0M
22
The London Company of Virginia - Large Cap Core
16.54%
$557.8M
23
Goldman Sachs Asset Management, LP - Structured Small/Mid Cap
16.42%
$58.3M
24
Logan Capital Management, Inc. - Logan Core 60/40
16.36%
$20.6M
25
Smead Capital Management, Inc. - Smead Value Fund;Institutional
16.33%
$63.0M
25
Nuveen Asset Management, LLC - Nuveen NWQ Small-Cap Value Fund;I
16.33%
$101.9M
27
TAMRO Capital Partners LLC - TAMRO Small Cap
16.28%
$1805.8M
28
Quantitative Management Associates LLC - Small Cap Quantitative Core Equity
16.27%
$108.0M
29
Northern Trust Global Investments - NTGI QM Collective Daily Structured SC Eq;Lend
16.22%
$88.9M
30
Quantitative Management Associates LLC - MidCap Quantitative Core Equity
16.20%
$780.0M
31
GlobeFlex Capital, L.P. - GlobeFlex U.S. Mid Cap Equity
16.18%
$355.0M
31
Eagle Asset Management, Inc. - Small Cap Growth Inst.
16.18%
$1532.1M
33
J.P. Morgan Asset Management - JPMorgan Mid Cap Value Fund;Institutional
16.11%
$4282.3M
34
Mellon Capital Management Corp - Small Cap Core
16.08%
$80.0M
35
Luther King Capital Management Corp. - Smid Cap Equity Composite
15.97%
$489.2M
35
Mutual of America Capital Management Corp. - Mutual of America Institutional Mid-Cap Eq Idx
Fd
15.97%
$38.0M
Lipper MarketPlace; © 2012 Lipper a Thomson Reuters Company, New York, NY 10007.
37
Robeco Investment Management Inc. - Robeco WPG Mid Cap Disciplined Equity
15.94%
$41.7M
38
Atlanta Capital Management Company, L.L.C. - High Quality Small Cap
15.91%
$1016.2M
39
Delaware Investments - Small Cap Core
15.85%
$266.0M
40
Guidestone Capital Management - GuideStone Small Cap Equity Fund;GS2
15.73%
$67.1M
Lipper MarketPlace; © 2012 Lipper a Thomson Reuters Company, New York, NY 10007.
LIPPER TOP 40 Money Managers - 12 Quarters Returns
Product/Style Category:
U.S. Growth Equity
Performance Measurement Period:
12 Quarters Ending 09/30/2012
Mean Return for the Category and Period:
13.2723%
Universe Size:
599
Lists the top rates of return reported by managers for this category and time period. All results are reported net of fees and inclusive of cash.
Rank
Firm Name/Portfolio
12 Quarters
ROR
Assets in
Composite
1
Dundeewealth US, LP - Dynamic US Growth;I
28.77%
$55.7M
2
Allianz Global Investors Capital, LLC - US Ultra Micro Cap
23.93%
$17.7M
3
Delaware Investments - Smid-Cap Growth-Focus (strategy closed to new investors)
23.41%
$2627.0M
4
T. Rowe Price Associates, Inc. - Small-Cap Growth Strategy
22.81%
$1028.0M
5
Delaware Investments - Delaware Focus Smid-Cap Growth Equity Portfolio
22.54%
$17.9M
6
Wells Fargo Funds Management, LLC - Wells Fargo Advantage Growth Fund;Adm
22.03%
$3068.8M
7
Wells Capital Management Inc. - Heritage All Cap Growth Equity
21.78%
$12636.1M
8
Touchstone Advisors Inc. - Touchstone Sands Capital Sands Grwth Fund
21.28%
$2062.9M
8
Rice Hall James & Associates, LLC - Small Cap Opportunities
21.28%
$30.2M
10
Federated Investors, Inc. - MDT Mid Cap Growth
21.15%
$52.1M
11
Delaware Investments - Delaware Smid Cap Growth Fund;Institutional
21.04%
$190.7M
12
Delaware Investments - All-Cap Growth
20.95%
$901.0M
13
AllianceBernstein L.P. - AllianceBernstein Discovery Growth Fund;Adv
20.94%
$422.5M
14
AllianceBernstein L.P. - AllianceBernstein Small Cap Growth Portfolio;Adv
20.84%
$193.6M
15
Touchstone Advisors Inc. - Touchstone Sands Capital Select Growth Fund;Y
20.68%
$1119.4M
16
Delaware Investments - Delaware Select Growth Fund;Institutional
20.45%
$310.1M
17
Cadence Capital Management, LLC - Micro Cap Growth
20.15%
$99.1M
18
Geneva Capital Management Ltd. - Geneva Smallcap Growth
19.71%
$279.0M
19
Wells Fargo Funds Management, LLC - Wells Fargo Advantage Emerging Growth Fund; Adm
19.56%
$183.2M
20
Palisade Capital Management, LLC - Small Cap Growth
19.48%
$346.0M
21
Hartford Life Investment Advisors LLC - Hartford SmallCap Growth HLS;IA
19.46%
$50.1M
22
Wells Capital Management Inc. - Fundamental SMID Cap Growth Equity
19.06%
$3168.3M
23
Invesco - Invesco Select Companies Fund;R
18.96%
$71.4M
24
HighMark Capital Management, Inc. - HighMark Geneva Small Cap Growth Fund;Fiduciary
18.82%
$32.0M
25
Massachusetts Mutual Life Insurance Co. - MassMutual Select Growth Opportunities Fund;L
18.78%
$75.0M
26
Fidelity Management & Research Company - Fidelity Advisor Growth Opportunities Fund;Inst
18.63%
$463.5M
27
Managers Investment Group LLC - Managers Special Equity Fund;Institutional
18.62%
$16.6M
28
New Amsterdam Partners, LLC - MC Socially Responsible Active Eq
18.42%
$311.1M
29
Loomis, Sayles & Company, L.P. - Loomis Sayles Small Cap Growth Fund;Institutional
18.30%
$576.9M
30
RBC Global Asset Management (U.S.) Inc. - RBC SMID Cap Growth Fund;I
18.28%
$31.8M
31
Hartford Investment Management Company - Hartford SmallCap Growth Fund;I
18.18%
$20.7M
32
Lord, Abbett & Co. LLC - Lord Abbett Developing Growth Fund;F
18.17%
$134.2M
32
Baird Investment Management - Mid Cap Growth Equity
18.17%
$282.4M
34
Lord, Abbett & Co. LLC - Small Cap Growth Equity (Closed to New Investors)
17.94%
$3078.0M
35
Columbia Partners, L.L.C. Investment Management - Small-Mid Growth Equity
17.89%
$162.8M
36
Baird Investment Management - Baird MidCap Fund;Institutional
17.87%
$100.0M
37
Wells Fargo Funds Management, LLC - Heritage All Cap Growth Equity Full Replication MA
17.83%
$202.1M
Lipper MarketPlace; © 2012 Lipper a Thomson Reuters Company, New York, NY 10007.
38
Artisan Partners Limited Partnership - Artisan U.S. Small-Cap Growth Equity
17.80%
$1268.8M
39
Delaware Investments - Delaware Select 20 Portfolio
17.77%
$124.6M
40
DWS Investments - DWS RREEF Global Infrastructure Fund;Institutional
17.74%
$195.1M
Lipper MarketPlace; © 2012 Lipper a Thomson Reuters Company, New York, NY 10007.
LIPPER TOP 40 Money Managers - 20 Quarters Returns
Product/Style Category:
U.S. Mid-cap Equity
Performance Measurement Period:
20 Quarters Ending 09/30/2012
Mean Return for the Category and Period:
2.1023%
Universe Size:
201
Lists the top rates of return reported by managers for this category and time period. All results are reported net of fees and inclusive of cash.
Rank
Firm Name/Portfolio
20 Quarters
ROR
Assets in
Composite
1
Delaware Investments - Delaware Focus Smid-Cap Growth Equity Portfolio
10.11%
$17.9M
2
Eaton Vance Management - Eaton Vance-Atlanta Capital SMID-Cap Fund;I
8.32%
$1934.1M
3
Robeco Investment Management Inc. - Robeco BP Mid Cap Value
7.27%
$2293.3M
4
Scout Investments - Scout Mid Cap Equity
6.63%
$1508.7M
5
Hahn Capital Management, LLC - Hahn Mid Cap Value
6.50%
$390.3M
6
Waddell & Reed Investment Management Company - Waddell & Reed Advisors New Concepts
Fund;Y
6.38%
$64.2M
7
Lee Munder Capital Group, LLC - Mid Cap Value
6.37%
$440.2M
8
Reinhart Partners, Inc. - Mid Cap Private Market Value Equity
6.30%
$323.9M
9
Delaware Investments - Delaware Smid Cap Growth Fund;Institutional
6.28%
$190.7M
10
ING U.S. Investment Management - ING MidCap Opportunities Fund;Institutional
6.12%
$353.6M
11
ING U.S. Investment Management - ING Mid Cap Growth Equity
6.08%
$2407.0M
12
Principal Global Equities - U.S. Mid-Cap Equity
6.04%
$5546.9M
13
Baird Investment Management - Mid Cap Growth Equity
5.95%
$282.4M
14
Baird Investment Management - Baird MidCap Fund;Institutional
5.88%
$100.0M
15
Geneva Capital Management Ltd. - Geneva Midcap Growth
5.70%
$2807.8M
16
The Boston Company Asset Management - US Mid Capitalization Opportunistic Value Equity
Management
5.44%
$3696.0M
17
Artisan Partners Limited Partnership - Artisan U.S. Mid-Cap Growth Equity
5.18%
$11597.6M
18
New Amsterdam Partners, LLC - Mid Cap Active Equity
5.07%
$576.4M
19
NewSouth Capital Management, Inc. - Core Value Equity (Mid-cap)
4.87%
$101.5M
20
Diamond Hill Capital Management Inc. - Diamond Hill Small-Mid Cap Fund;I
4.83%
$49.1M
21
Calvert Investment Management Inc. - Calvert Capital Accumulation Fund;I
4.79%
$81.7M
22
Artisan Partners Limited Partnership - Artisan U.S. Mid-Cap Value Equity
4.76%
$10894.0M
23
Aston Asset Management, LP - ASTON/Fairpointe Mid Cap Fund;I
4.71%
$1466.2M
24
Goldman Sachs Asset Management, LP - U.S. Mid Cap Growth Equity
4.70%
$5809.5M
25
Cadence Capital Management, LLC - Integrity Boston Fund LP
4.57%
$29.4M
26
Camden Asset Management, L.P. - Camden Mid Cap Equity
4.54%
$472.0M
27
Mellon Capital Management Corp - Mid Cap Core
4.42%
$50.0M
28
T. Rowe Price Associates, Inc. - Mid-Cap Growth Strategy
4.41%
$28411.3M
29
The Dreyfus Corporation - Dreyfus/Boston Company Small/Mid Cap Growth Fund;I
4.37%
$496.9M
30
T. Rowe Price Associates, Inc. - T Rowe Price Inst Mid-Cap Eqty Growth Fund
4.34%
$2879.1M
31
New Amsterdam Partners, LLC - MC Socially Responsible Active Eq
4.29%
$311.1M
32
Bahl & Gaynor, Inc. - Mid Cap Growth
4.28%
$19.0M
33
BlackRock, Inc. - Managed Account Series Mid Cap Value Opportunities
4.22%
$135.7M
34
Kennedy Capital Management, Inc. - Midcap Value
4.10%
$127.2M
35
Frontier Capital Management Company, LLC - Frontier Mid Cap Portfolios
4.05%
$3248.0M
36
Hotchkis and Wiley Capital Management, LLC - Hotchkis & Wiley Mid-Cap Value Fund;I
4.03%
$1097.3M
Lipper MarketPlace; © 2012 Lipper a Thomson Reuters Company, New York, NY 10007.
37
William Blair & Company, L.L.C. - William Blair Mid Cap Growth
3.98%
$3350.6M
38
Quantitative Management Associates LLC - MidCap Quantitative Core Equity
3.97%
$780.0M
39
Northern Trust Global Investments - NT Collective S&P MidCap 400 Index;Lend
3.96%
$1137.3M
40
Rhumbline Advisers Ltd. Partnership - S&P 400 Pooled Index Fund
3.95%
$740.2M
Lipper MarketPlace; © 2012 Lipper a Thomson Reuters Company, New York, NY 10007.
LIPPER TOP 20 Money Managers - 20 Quarters Returns
Product/Style Category:
U.S. Mid-cap Growth & Value Equity
Performance Measurement Period:
20 Quarters Ending 09/30/2012
Mean Return for the Category and Period:
2.1286%
Universe Size:
56
Lists the top rates of return reported by managers for this category and time period. All results are reported net of fees and inclusive of cash.
Rank
Firm Name/Portfolio
20 Quarters
ROR
Assets in
Composite
1
Eaton Vance Management - Eaton Vance-Atlanta Capital SMID-Cap Fund;I
8.32%
$1934.1M
2
Scout Investments - Scout Mid Cap Equity
6.63%
$1508.7M
3
ING U.S. Investment Management - ING MidCap Opportunities Fund;Institutional
6.12%
$353.6M
4
Principal Global Equities - U.S. Mid-Cap Equity
6.04%
$5546.9M
5
The Boston Company Asset Management - US Mid Capitalization Opportunistic Value Equity
Management
5.44%
$3696.0M
6
New Amsterdam Partners, LLC - Mid Cap Active Equity
5.07%
$576.4M
7
Calvert Investment Management Inc. - Calvert Capital Accumulation Fund;I
4.79%
$81.7M
8
Aston Asset Management, LP - ASTON/Fairpointe Mid Cap Fund;I
4.71%
$1466.2M
9
Mellon Capital Management Corp - Mid Cap Core
4.42%
$50.0M
10
Quantitative Management Associates LLC - MidCap Quantitative Core Equity
3.97%
$780.0M
11
Northern Trust Global Investments - NT Collective S&P MidCap 400 Index;Lend
3.96%
$1137.3M
12
Mutual of America Capital Management Corp. - Mutual of America Institutional Mid-Cap Eq Idx
Fd
3.82%
$38.0M
13
Northern Trust Global Investments - NT Collective S&P400 Index;NL
3.80%
$2163.8M
14
Lord, Abbett & Co. LLC - Lord Abbett Value Opportunities Fund;F
3.69%
$369.8M
15
Nuveen Asset Management, LLC - Nuveen Mid Cap Index Fund;I
3.63%
$166.7M
16
Nationwide Fund Advisors - Nationwide Mid Cap Market Index Fund;Institutional
3.45%
$722.7M
17
Lazard Asset Management, LLC - Lazard US Small-Mid Cap Equity Portfolio;Inst
3.23%
$259.8M
18
Los Angeles Capital Management And Equity Research, Inc. - LA Capital U.S. Mid Cap Equity
3.10%
$72.5M
19
Northern Trust Global Investments - NT Collective Extended Equity Market Index;Lend
3.04%
$2702.9M
20
GlobeFlex Capital, L.P. - GlobeFlex U.S. Mid Cap Equity
3.02%
$355.0M
Lipper MarketPlace; © 2012 Lipper a Thomson Reuters Company, New York, NY 10007.
LIPPER TOP 20 Money Managers - 20 Quarters Returns
Product/Style Category:
U.S. Mid-cap Growth Equity
Performance Measurement Period:
20 Quarters Ending 09/30/2012
Mean Return for the Category and Period:
2.0740%
Universe Size:
83
Lists the top rates of return reported by managers for this category and time period. All results are reported net of fees and inclusive of cash.
Rank
Firm Name/Portfolio
20 Quarters
ROR
Assets in
Composite
1
Delaware Investments - Delaware Focus Smid-Cap Growth Equity Portfolio
10.11%
$17.9M
2
Waddell & Reed Investment Management Company - Waddell & Reed Advisors New Concepts
Fund;Y
6.38%
$64.2M
3
Delaware Investments - Delaware Smid Cap Growth Fund;Institutional
6.28%
$190.7M
4
ING U.S. Investment Management - ING Mid Cap Growth Equity
6.08%
$2407.0M
5
Baird Investment Management - Mid Cap Growth Equity
5.95%
$282.4M
6
Baird Investment Management - Baird MidCap Fund;Institutional
5.88%
$100.0M
7
Geneva Capital Management Ltd. - Geneva Midcap Growth
5.70%
$2807.8M
8
Artisan Partners Limited Partnership - Artisan U.S. Mid-Cap Growth Equity
5.18%
$11597.6M
9
Goldman Sachs Asset Management, LP - U.S. Mid Cap Growth Equity
4.70%
$5809.5M
10
Cadence Capital Management, LLC - Integrity Boston Fund LP
4.57%
$29.4M
11
T. Rowe Price Associates, Inc. - Mid-Cap Growth Strategy
4.41%
$28411.3M
12
The Dreyfus Corporation - Dreyfus/Boston Company Small/Mid Cap Growth Fund;I
4.37%
$496.9M
13
T. Rowe Price Associates, Inc. - T Rowe Price Inst Mid-Cap Eqty Growth Fund
4.34%
$2879.1M
14
New Amsterdam Partners, LLC - MC Socially Responsible Active Eq
4.29%
$311.1M
15
Bahl & Gaynor, Inc. - Mid Cap Growth
4.28%
$19.0M
16
Frontier Capital Management Company, LLC - Frontier Mid Cap Portfolios
4.05%
$3248.0M
17
William Blair & Company, L.L.C. - William Blair Mid Cap Growth
3.98%
$3350.6M
18
Pioneer Investments - Pioneer Select Mid Cap Growth Fund;Y
3.95%
$101.5M
19
William Blair & Company, L.L.C. - William Blair Mid Cap Growth Fund;I
3.94%
$323.4M
20
William Blair & Company, L.L.C. - Tax Efficient Mid Cap Growth
3.75%
$51.4M
Lipper MarketPlace; © 2012 Lipper a Thomson Reuters Company, New York, NY 10007.
LIPPER TOP 20 Money Managers - 20 Quarters Returns
Product/Style Category:
U.S. Small-cap Growth & Value Equity
Performance Measurement Period:
20 Quarters Ending 09/30/2012
Mean Return for the Category and Period:
2.0467%
Universe Size:
133
Lists the top rates of return reported by managers for this category and time period. All results are reported net of fees and inclusive of cash.
Rank
Firm Name/Portfolio
20 Quarters
ROR
Assets in
Composite
1
Atlanta Capital Management Company, L.L.C. - High Quality Small Cap
7.89%
$1016.2M
2
The Boston Company Asset Management - US Small Mid Capitalization Opportunistic Value
Equity Management
7.62%
$330.0M
3
The Boston Company Asset Management - US Small Capitalization Opportunistic Value Equity
Management
7.60%
$1187.0M
4
Kennedy Capital Management, Inc. - Select
7.06%
$538.4M
5
Royce & Associates, LLC - Royce Special Equity Fund;Institutional
6.61%
$594.1M
6
Kayne Anderson Rudnick Investment Management, LLC - Small Cap
6.32%
$489.7M
6
Segall Bryant & Hamill - Small Cap Equity
6.32%
$610.6M
8
T. Rowe Price Associates, Inc. - T Rowe Price Institutional Small-Cap Stock Fund
6.30%
$929.1M
9
T. Rowe Price Associates, Inc. - Small-Cap Core Strategy
6.10%
$9242.2M
10
King Investment Advisors, Inc. - Small-Cap Equity Portfolio
5.95%
$33.4M
11
Natixis Global Asset Management, L.P. - Natixis Vaughan Nelson Small Cap Value Fund;Y
5.92%
$135.4M
12
Champlain Investment Partners, LLC - Small Cap Equity Product
5.56%
$2906.0M
13
Champlain Investment Partners, LLC - Champlain Small Fund LLC
5.34%
$287.3M
14
New Amsterdam Partners, LLC - Small Cap Active Equity
5.19%
$53.8M
15
Eagle Asset Management, Inc. - Small Cap Growth Inst.
5.06%
$1532.1M
16
Kennedy Capital Management, Inc. - Small Cap Select SRI
4.75%
$36.3M
17
Rice Hall James & Associates, LLC - Rice Hall James Small Cap Portfolio;Institutional
4.65%
$88.0M
18
Madison Asset Management, LLC - MEMBERS Small Cap Fund;Y
4.58%
$13.8M
19
Royce & Associates, LLC - Royce Premier Fund;Institutional
4.55%
$868.6M
20
Northern Trust Global Investments - NTGI QM Collective Daily Structured SC Eq;Lend
4.37%
$88.9M
Lipper MarketPlace; © 2012 Lipper a Thomson Reuters Company, New York, NY 10007.
LIPPER TOP 40 Money Managers - 20 Quarters Returns
Product/Style Category:
U.S. Growth & Value Equity
Performance Measurement Period:
20 Quarters Ending 09/30/2012
Mean Return for the Category and Period:
1.3221%
Universe Size:
481
Lists the top rates of return reported by managers for this category and time period. All results are reported net of fees and inclusive of cash.
Rank
Firm Name/Portfolio
20 Quarters
ROR
Assets in
Composite
1
Eaton Vance Management - Eaton Vance-Atlanta Capital SMID-Cap Fund;I
8.32%
$1934.1M
2
Atlanta Capital Management Company, L.L.C. - High Quality Small Cap
7.89%
$1016.2M
3
The Boston Company Asset Management - US Small Mid Capitalization Opportunistic Value
Equity Management
7.62%
$330.0M
4
The Boston Company Asset Management - US Small Capitalization Opportunistic Value Equity
Management
7.60%
$1187.0M
5
Kennedy Capital Management, Inc. - Select
7.06%
$538.4M
6
Scout Investments - Scout Mid Cap Equity
6.63%
$1508.7M
7
Royce & Associates, LLC - Royce Special Equity Fund;Institutional
6.61%
$594.1M
8
Segall Bryant & Hamill - All Cap Core
6.33%
$422.3M
9
Segall Bryant & Hamill - Small Cap Equity
6.32%
$610.6M
9
Kayne Anderson Rudnick Investment Management, LLC - Small Cap
6.32%
$489.7M
11
T. Rowe Price Associates, Inc. - T Rowe Price Institutional Small-Cap Stock Fund
6.30%
$929.1M
12
ING U.S. Investment Management - ING MidCap Opportunities Fund;Institutional
6.12%
$353.6M
13
TAMRO Capital Partners LLC - TAMRO Small Cap
6.11%
$1805.8M
14
T. Rowe Price Associates, Inc. - Small-Cap Core Strategy
6.10%
$9242.2M
15
Principal Global Equities - U.S. Mid-Cap Equity
6.04%
$5546.9M
16
King Investment Advisors, Inc. - Small-Cap Equity Portfolio
5.95%
$33.4M
17
Natixis Global Asset Management, L.P. - Natixis Vaughan Nelson Small Cap Value Fund;Y
5.92%
$135.4M
18
Kovitz Investment Group, LLC - New Millennium Fundamental Hedged LP
5.73%
$67.6M
19
Champlain Investment Partners, LLC - Small Cap Equity Product
5.56%
$2906.0M
20
First Eagle Investment Management, LLC - First Eagle US Value Fund;I
5.50%
$938.1M
21
Pacific Investment Management Company LLC - PIMCO StocksPLUS Total Return
Fund;Institutional
5.44%
$232.9M
21
The Boston Company Asset Management - US Mid Capitalization Opportunistic Value Equity
Management
5.44%
$3696.0M
23
Champlain Investment Partners, LLC - Champlain Small Fund LLC
5.34%
$287.3M
24
John Hancock Investment Management Services, LLC - John Hancock Disciplined Value Mid Cap 5.22%
Fund;Inst
$1128.0M
25
New Amsterdam Partners, LLC - Small Cap Active Equity
5.19%
$53.8M
26
The London Company of Virginia - Large Cap Core
5.11%
$557.8M
27
New Amsterdam Partners, LLC - Mid Cap Active Equity
5.07%
$576.4M
28
Eagle Asset Management, Inc. - Small Cap Growth Inst.
5.06%
$1532.1M
29
Westport Asset Management, Inc. - Westport Fund;I
4.99%
$150.9M
30
Martin Investment Management, LLC - Growth and Value
4.98%
$58.9M
31
Rice Hall James & Associates, LLC - Small Cap Equity
4.91%
$485.3M
32
Calvert Investment Management Inc. - Calvert Capital Accumulation Fund;I
4.79%
$81.7M
33
Kennedy Capital Management, Inc. - Small Cap Select SRI
4.75%
$36.3M
34
Symons Capital Management Inc. - Symons Value Institutional Fund
4.72%
$93.3M
Lipper MarketPlace; © 2012 Lipper a Thomson Reuters Company, New York, NY 10007.
35
Aston Asset Management, LP - ASTON/Fairpointe Mid Cap Fund;I
4.71%
$1466.2M
36
Martin Capital Advisors, LLP - MCA Flexible Growth Portfolios
4.67%
$19.6M
37
Rice Hall James & Associates, LLC - Rice Hall James Small Cap Portfolio;Institutional
4.65%
$88.0M
38
Madison Asset Management, LLC - MEMBERS Small Cap Fund;Y
4.58%
$13.8M
39
Royce & Associates, LLC - Royce Premier Fund;Institutional
4.55%
$868.6M
40
Luther King Capital Management Corp. - Smid Cap Equity Composite
4.53%
$489.2M
Lipper MarketPlace; © 2012 Lipper a Thomson Reuters Company, New York, NY 10007.
LIPPER TOP 20 Money Managers - 40 Quarters Returns
Product/Style Category:
U.S. Mid-cap Growth & Value Equity
Performance Measurement Period:
40 Quarters Ending 09/30/2012
Mean Return for the Category and Period:
10.0881%
Universe Size:
42
Lists the top rates of return reported by managers for this category and time period. All results are reported net of fees and inclusive of cash.
Rank
Firm Name/Portfolio
40 Quarters
ROR
Assets in
Composite
1
The Boston Company Asset Management - US Mid Capitalization Opportunistic Value Equity
Management
14.96%
$3696.0M
2
Eaton Vance Management - Eaton Vance-Atlanta Capital SMID-Cap Fund;I
12.28%
$1934.1M
3
BlackRock, Inc. - BlackRock US Opportunities Portfolio;Institutional
12.27%
$1212.4M
4
Principal Global Equities - U.S. Mid-Cap Equity
11.86%
$5546.9M
5
Quantitative Management Associates LLC - MidCap Quantitative Core Equity
11.75%
$780.0M
6
ING U.S. Investment Management - ING MidCap Opportunities Fund;Institutional
11.67%
$353.6M
7
GlobeFlex Capital, L.P. - GlobeFlex U.S. Mid Cap Equity
11.53%
$355.0M
8
Huntington Asset Advisors, Inc. - Huntington Situs Fund;Trust
11.41%
$184.2M
9
Hartford Life Investment Advisors LLC - Hartford MidCap HLS;IA
11.36%
$472.2M
10
Los Angeles Capital Management And Equity Research, Inc. - LA Capital U.S. Mid Cap Equity
11.29%
$72.5M
11
Northern Trust Global Investments - NT Collective Extended Equity Market Index;Lend
11.16%
$2702.9M
12
New Amsterdam Partners, LLC - Mid Cap Active Equity
11.01%
$576.4M
13
Northern Trust Global Investments - NT Collective S&P MidCap 400 Index;Lend
10.91%
$1137.3M
14
Northern Trust Global Investments - NT Collective S&P400 Index;NL
10.76%
$2163.8M
15
Wells Capital Management Inc. - Mid Cap Equity
10.75%
$2139.3M
16
OakBrook Investments, LLC - Enhanced Mid Cap
10.63%
$38.2M
17
Nuveen Asset Management, LLC - Nuveen Mid Cap Index Fund;I
10.41%
$166.7M
18
J.P. Morgan Asset Management - JPMorgan Mid Cap Equity Fund;Select
10.40%
$885.9M
19
Nationwide Fund Advisors - Nationwide Mid Cap Market Index Fund;Institutional
10.38%
$722.7M
20
Madison Square Investors LLC - Mid-Cap Core
10.37%
$630.7M
Lipper MarketPlace; © 2012 Lipper a Thomson Reuters Company, New York, NY 10007.