Performance Comparisons

Fund Highlights

In order to "qualify" for the Lipper Highlights, a Fund must outperform its peer group median for each time period that it is ranked. The Morningstar Highlights includes only funds with 4- or 5-star Morningstar ratings. These Highlights show I Share performance.

4Q09 Lipper Highlights (307 KB, PDF)

Lipper Highlights

4Q09 Morningstar Highlights (208 KB, PDF)

Morningstar Highlights

Peer Group Comparisons

Lipper and Morningstar Peer Group comparisons list all of our funds I Shares that are ranked/rated by each agency versus their respective peer groups.

4Q09 Lipper Peer Group Comparison (336 KB, PDF)

Lipper Peer Group Comparison

4Q09 Morningstar Peer Group Comparison (271 KB, PDF)

Morningstar Peer Group Comparison

Benchmark Comparison

The Benchmark Comparison lists the I Share performance of all of our funds versus their respective benchmarks.

4Q09 Benchmark Comparision (508 KB, PDF)

Benchmark Comparison

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Value Equity

  1. Large Cap Value Equity
  2. Mid-Cap Value Equity
  3. Small Cap Value Equity

Core Equity

  1. Large Cap Core Equity
  2. Mid-Cap Core Equity

Growth Equity

  1. Aggressive Growth Stock
  2. Emerging Growth Stock
  3. Large Cap Growth Stock
  4. Select Large Cap Growth Stock
  5. Small Cap Growth Stock

International & Alternative Equity

  1. International Equity
  2. International Equity 130/30
  3. International Equity Index
  4. Large Cap Quantitative Equity
  5. Real Estate 130/30
  6. U.S. Equity 130/30

Fixed Income (Taxable)

  1. Corporate Bond
  2. High Income
  3. Intermediate Bond
  4. Investment Grade Bond
  5. Limited Duration
  6. Limited-Term Federal Mortgage Securities
  7. Seix Floating Rate High Income
  8. Seix Global Strategy
  9. Seix High Yield
  10. Short-Term Bond
  11. Short-Term U.S. Treasury Securities
  12. Total Return Bond
  13. U.S. Government Securities
  14. U.S. Government Securities Ultra-Short Bond
  15. Ultra-Short Bond

Fixed Income (Tax Free)

  1. Georgia Tax-Exempt Bond
  2. High Grade Municipal Bond
  3. Investment Grade Tax-Exempt Bond
  4. Maryland Municipal Bond
  5. North Carolina Tax-Exempt Bond
  6. Virginia Intermediate Municipal Bond

Asset Allocation

  1. Aggressive Growth Allocation Strategy
  2. Conservative Allocation Strategy
  3. Growth Allocation Strategy
  4. Moderate Allocation Strategy

Money Market

  1. Institutional Cash Management Money Market
  2. Institutional Municipal Cash Reserve Money Market
  3. Institutional U.S. Government Securities Money Market
  4. Institutional U.S. Treasury Securities Money Market
  5. Prime Quality Money Market
  6. Tax-Exempt Money Market
  7. U.S. Government Securities Money Market
  8. U.S. Treasury Money Market
  9. Virginia Tax-Free Money Market

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