QUARTER ENDING March 31, 2024
TOP GUNS | MANAGED ETF | MA (WRAP) | BEST OF THE BEST | BULL & BEAR MASTERS | DECADE |
AWARD: | MRQ | 1 YEAR | 3 YEARS | 5 YEARS | |
US Equity Universe | |||||
Capital Impact | US Mid Cap | 37.4 | 51.7 | -5.0 | 7.4 |
US Growth Universe | |||||
Capital Impact | US Mid Cap | 37.4 | 51.7 | -5.0 | 7.4 |
US Value Universe | |||||
Financial Trust | Val. Momentum | 17.9 | 42.5 | 15.8 | 14.5 |
US Core Universe | |||||
DCM Advisors | DCM US Eq Income | 23.2 | 46.9 | -- | -- |
US Equity Socially Responsible Universe | |||||
Capital Impact | US Mid Cap | 37.4 | 51.7 | -5.0 | 7.4 |
Mega Cap Universe | |||||
GQG Partners LLC | GQG US Equity | 23.1 | 50.3 | 19.0 | 20.1 |
Large Cap Universe | |||||
Mercury Invest | MIG - DG | 31.8 | 77.1 | 26.8 | 26.6 |
Large Growth Universe | |||||
Mercury Invest | MIG - DG | 31.8 | 77.1 | 26.8 | 26.6 |
Large Value Universe | |||||
Financial Trust | Val. Momentum | 17.9 | 42.5 | 15.8 | 14.5 |
Large Core Equity Universe | |||||
DCM Advisors | DCM US Eq Income | 23.2 | 46.9 | -- | -- |
Mid Cap Universe | |||||
Capital Impact | US Mid Cap | 37.4 | 51.7 | -5.0 | 7.4 |
Mid Growth Universe | |||||
Capital Impact | US Mid Cap | 37.4 | 51.7 | -5.0 | 7.4 |
Mid Value Universe | |||||
Cypress Cap Grp | Alpha Quant MCV | 15.9 | 40.6 | 11.6 | 13.1 |
Mid Core Equity Universe | |||||
Cypress Cap Grp | AlphaQuant MidCp | 18.1 | 45.0 | 13.9 | 16.4 |
Small-Mid Cap Universe | |||||
Capital Impact | US Mid Cap | 37.4 | 51.7 | -5.0 | 7.4 |
Small-Mid Growth Universe | |||||
Capital Impact | US Mid Cap | 37.4 | 51.7 | -5.0 | 7.4 |
Small-Mid Value Universe | |||||
WCM Investment | SMIDCAPQV | 11.7 | 28.4 | 9.6 | 13.6 |
Small-Mid Core Universe | |||||
Palisades Invest | Small Cap Core | 14.9 | 26.1 | 3.9 | 17.1 |
Small Cap Universe | |||||
Disciplined Grow | Small Cap Growth | 30.4 | 58.9 | 6.4 | 17.2 |
Small Cap Growth Universe | |||||
Palisades Invest | PAL Small Growth | 28.9 | 49.3 | 8.1 | 22.2 |
Small Cap Value Universe | |||||
First Wilshire | Small Cap Value | 14.4 | 26.1 | 9.9 | 12.6 |
Small Cap Core Equity Universe | |||||
Ironwood Invest | Small Cap Core | 16.5 | 47.5 | 6.2 | 15.2 |
Micro Cap Universe | |||||
Driehaus Capital | Micro Cap Growth | 14.7 | 27.2 | -0.7 | 18.6 |
All Cap Universe | |||||
Curran Invst | Curran All Cap | 23.8 | 57.2 | 14.8 | 17.0 |
All Cap Growth Universe | |||||
Fred Alger Mgmt | Alger Spectra | 17.3 | 46.8 | 5.6 | 14.3 |
All Cap Value Universe | |||||
McClain Value | Select Value | 16.1 | 35.8 | 12.0 | 11.5 |
All Cap Core Equity Universe | |||||
Empirical AM | All Cap Equity | 18.0 | 42.2 | 12.6 | 14.7 |
Convertibles Universe | |||||
Wellesley | WIA Composite | 5.7 | 11.1 | 2.6 | 6.1 |
REIT Universe | |||||
Third Avenue | Real Estate Val | 3.1 | 25.6 | 4.3 | 4.3 |
US Fixed Income Universe | |||||
Wellesley | WIA Composite | 5.7 | 11.1 | 2.6 | 6.1 |
Less than 1 Year Mat Universe | |||||
JPMorgan | Leveraged Loans | 2.2 | 11.0 | 5.4 | 4.9 |
Short Maturity Universe | |||||
Diamond Hill | DH ShortDuration | 2.4 | 9.8 | 3.4 | 3.9 |
Intermediate Maturity Universe | |||||
Western Asset | US Bank Loan | 3.7 | 12.1 | 5.0 | 4.4 |
Long Maturity Universe | |||||
Dana Investment | Preferred Income | 4.5 | 9.4 | -1.7 | 1.1 |
All Maturity/Variable Universe | |||||
FIAM | High Yield CMBS | 5.6 | 9.7 | 1.8 | 1.9 |
Core Fixed Universe | |||||
Karpus Invt Mgmt | Karpus TFI | 3.2 | 8.3 | 3.8 | 6.5 |
Core Plus Universe | |||||
Sit Investment | Return Plus | 3.2 | 9.5 | -1.0 | 3.6 |
Intermediate Core Fixed Universe | |||||
Karpus Invt Mgmt | Karpus TFI | 3.2 | 8.3 | 3.8 | 6.5 |
Intermediate Core Plus Universe | |||||
Neuberger Berman | Multi-Sec Credit | 2.7 | 12.8 | 3.1 | 4.6 |
Mortgage Backed Universe | |||||
FIAM | High Yield CMBS | 5.6 | 9.7 | 1.8 | 1.9 |
Municipals Universe | |||||
Herzfeld | Muni Bond | 3.0 | 9.7 | 4.8 | 6.2 |
High Yield Universe | |||||
Guggenheim Invst | Opport Corp Cred | 5.7 | 15.3 | 9.0 | 9.0 |
US Balanced Universe | |||||
Financial Trust | TVML | 16.1 | 36.8 | 8.1 | 11.5 |
EAFE Universe | |||||
Marsico Capital | International Gr | 19.5 | 30.2 | 5.5 | 10.7 |
Emerging Markets Universe | |||||
Schroders | Frontier Markets | 15.7 | 43.0 | 18.1 | 12.9 |
Japan Universe | |||||
SMDAM | HCV | 19.1 | 43.5 | 14.4 | 14.1 |
Europe Universe | |||||
State St. Global | EZVS | 12.4 | 26.2 | 13.8 | 11.8 |
Intl Equity Universe | |||||
Marsico Capital | International Gr | 19.5 | 30.2 | 5.5 | 10.7 |
Global Equity Universe | |||||
iSectors, LLC | CryptoBlock | 39.0 | 92.6 | -4.0 | -- |
Intl Fixed Income Universe | |||||
Morgan Stanley | EMDO | 6.5 | 16.9 | 5.4 | 7.4 |
Global Fixed Income Universe | |||||
Red Cedar Invest | Pref & Inc Sec | 6.1 | 23.1 | -- | -- |
Global / Intl Balanced Universe | |||||
Severin Invest | MG | 12.9 | 26.2 | 6.6 | 13.1 |
US Equity Commingled Funds Universe | |||||
Cleveland Cap | CCM | 20.1 | 46.0 | 1.8 | 11.5 |
US Fixed Income Commingled Funds Universe | |||||
Beach Point Cap | Loan Fund | 3.3 | 15.3 | 7.0 | 6.1 |
Global / Intl Equity Commingled Funds Universe | |||||
AQR Capital | AQR Real Return | 19.0 | 20.3 | 24.9 | 13.9 |
Global / Intl Fixed Income Commingled Funds Universe | |||||
Foyston, Gordon | FGP Pref Fund | 16.1 | 20.6 | 5.4 | 8.9 |
1 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on current quarter returns.
2 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for the one year period.
3 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. These top performers are strictly based on returns for the three year period.
4 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an r-squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. The top ten returns for the latest three-year period then become the TOP GUNS.
5 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five year period equal or less than the median standard deviation for the peer group. The top ten returns for the latest three-year period then become the TOP GUNS.
6 STAR CATEGORY: The peer groups were created using the information collected through the PSN investment manager questionnaire and uses only gross of fee returns. PSN Top Guns investment managers must claim that they are GIPs compliant. Products must have an R-Squared of 0.80 or greater relative to the style benchmark for the recent five year period. Moreover, products must have returns greater than the style benchmark for the three latest three-year rolling periods. Products are then selected which have a standard deviation for the five year period equal or less than the median standard deviation for the peer group. The top ten information ratios for the latest five-year period then become the TOP GUNS.
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