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	6.42B	49	97	19	59.2M	add
Micro-Cap13	Core	Micro-Cap	High	522.9M	123	90	8	287.4M	add
Pennsylvania Mutual1	Core	Small-Cap	Below Average	2.94B	295	87	51	1.67B	add
Premier8	Core	Small-Cap	Low	4.63B	51	97	17	1.31B	add
Small-Cap Opportunity2	Value	Small-Cap	High	1.06B	244	87	2	1.25B	add
Small-Cap Special Equity3	Value	Small-Cap	Low	1.42B	34	98	25	753.1M	add
Small-Cap Total Return15	Value	Small-Cap	Low	2.10B	74	96	3	937.2M	add
Small-Cap Value9	Value	Small-Cap	Above Average	1.38B	85	94	20	106.3M	add
Smaller-Companies Growth10	Growth	Small-Cap	High	2.16B	71	93	20	166.8M	add
Global/International Equity Funds
Global Financial Services18	Core	Small/Mid-Cap	Low	3.30B	51	99	19	25.6M	add
International Premier646	Core	Small-Cap	Below Average	1.42B	60	99	9	637.4M	add
Closed-End Funds
Global Value Trust227	Core	Small/Mid-Cap	N/M	1.77B	124	98	10	66.9M	add
Micro-Cap Trust20	Core	Micro-Cap	N/M	676.1M	262	94	29	468.3M	add
Value Trust19	Core	Small-Cap	N/M	2.54B	486	80	37	1.66B	add
Annuity Portfolios
Capital Micro-Cap59	Core	Micro-Cap	High	522.4M	123	90	8	126.4M	add
Capital Small-Cap58	Value	Small-Cap	High	1.36B	85	94	20	291.4M	add

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