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	4.54B	46	97	4	63.4M	add
Micro-Cap13	Core	Micro-Cap	High	542.5M	146	89	9	253.1M	add
Premier8	Core	Small-Cap	Low	5.05B	51	97	10	1.03B	add
Small-Cap1	Core	Small-Cap	Below Average	3.02B	272	86	21	1.62B	add
Small-Cap Opportunity2	Value	Small-Cap	High	1.20B	225	91	4	977.2M	add
Small-Cap Special Equity3	Value	Small-Cap	Low	1.25B	32	98	26	516.8M	add
Small-Cap Total Return15	Value	Small-Cap	Low	2.21B	61	97	4	913.9M	add
Small-Cap Value9	Value	Small-Cap	Above Average	1.80B	80	95	21	93.7M	add
Smaller-Companies Growth10	Growth	Small-Cap	High	2.25B	74	93	21	169.2M	add
Global/International Equity Funds
International Premier646	Core	Small-Cap	Below Average	1.77B	50	99	10	142.5M	add
Closed-End Funds
Global Trust227	Core	Small/Mid-Cap	N/M	2.53B	110	98	-	80.2M	add
Micro-Cap Trust20	Core	Micro-Cap	N/M	684.3M	180	97	6	488.3M	add
Small-Cap Trust19	Core	Small-Cap	N/M	2.76B	472	78	15	1.84B	add
Annuity Portfolios
Capital Micro-Cap59	Core	Micro-Cap	High	542.5M	146	89	9	108.8M	add
Capital Small-Cap58	Value	Small-Cap	Above Average	1.79B	80	95	21	193.1M	add

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