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	6.12B	49	97	19	61.0M	add
Micro-Cap13	Core	Micro-Cap	High	510.7M	123	91	8	291.6M	add
Pennsylvania Mutual1	Core	Small-Cap	Below Average	2.82B	295	87	50	1.66B	add
Premier8	Core	Small-Cap	Low	4.42B	50	97	17	1.35B	add
Small-Cap Opportunity2	Value	Small-Cap	High	1.08B	256	88	2	1.27B	add
Small-Cap Special Equity3	Value	Small-Cap	Low	1.44B	31	98	25	783.6M	add
Small-Cap Total Return15	Value	Small-Cap	Low	2.15B	79	96	3	938.1M	add
Small-Cap Value9	Value	Small-Cap	Above Average	1.31B	94	96	20	113.9M	add
Smaller-Companies Growth10	Growth	Small-Cap	High	2.13B	71	93	19	188.5M	add
Global/International Equity Funds
Global Financial Services18	Core	Small/Mid-Cap	Low	3.15B	56	99	19	26.1M	add
International Premier646	Core	Small-Cap	Low	1.54B	56	99	9	783.3M	add
Closed-End Funds
Global Value Trust227	Core	Small/Mid-Cap	N/M	1.71B	122	98	9	67.4M	add
Micro-Cap Trust20	Core	Micro-Cap	N/M	682.7M	256	95	29	473.2M	add
Value Trust19	Core	Small-Cap	N/M	2.66B	477	80	36	1.69B	add
Annuity Portfolios
Capital Micro-Cap59	Core	Micro-Cap	High	511.7M	124	91	8	127.2M	add
Capital Small-Cap58	Value	Small-Cap	Above Average	1.31B	94	96	20	298.5M	add

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