Fund Name	Style	Market Cap	Volatility	Avg. Market Cap ($)	Number Of Holdings	Active Share (%)	Lead Manager Tenure (YR)	Fund Assets ($)	Compare or Follow Funds Compare
U.S Equity Funds
Dividend Value16	Value	Small/Mid-Cap	Below Average	6.02B	42	97	18	59.0M	add
Micro-Cap13	Core	Micro-Cap	High	504.3M	121	91	7	292.4M	add
Pennsylvania Mutual1	Core	Small-Cap	Below Average	2.62B	299	88	50	1.57B	add
Premier8	Core	Small-Cap	Low	3.99B	50	98	16	1.25B	add
Small-Cap Opportunity2	Value	Small-Cap	High	1.05B	249	90	1	1.24B	add
Small-Cap Special Equity3	Value	Small-Cap	Low	1.44B	33	98	24	753.6M	add
Small-Cap Total Return15	Value	Small-Cap	Low	2.20B	85	96	2	936.4M	add
Small-Cap Value9	Value	Small-Cap	Above Average	1.22B	91	96	19	112.9M	add
Smaller-Companies Growth10	Growth	Small-Cap	High	1.94B	68	93	19	175.3M	add
Global/International Equity Funds
Global Financial Services18	Core	Small/Mid-Cap	Low	3.36B	49	99	19	26.9M	add
International Premier646	Core	Small-Cap	Low	1.39B	57	99	8	739.9M	add
Closed-End Funds
Global Value Trust227	Core	Small/Mid-Cap	N/M	1.67B	121	98	9	64.7M	add
Micro-Cap Trust20	Core	Micro-Cap	N/M	651.5M	256	95	29	465.9M	add
Value Trust19	Core	Small-Cap	N/M	2.44B	477	82	36	1.61B	add
Annuity Portfolios
Capital Micro-Cap59	Core	Micro-Cap	High	499.2M	121	91	7	122.9M	add
Capital Small-Cap58	Value	Small-Cap	Above Average	1.20B	92	96	19	299.1M	add

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