LIPPER TOP 40 Money Managers - 12 Quarters Returns

LIPPER TOP 40 Money Managers - 12 Quarters Returns

LIPPER TOP 40 Money Managers - 12 Quarters Returns Product/Style Category: U.S. Large-cap Growth & Value Equity Performance Measurement Period: 12 Quarters Ending 12/31/2011 Mean Return for the Category and Period: 12.9859% Universe Size: 213 Lists the top rates of return reported by managers for this category and time period. All results are reported net of fees and inclusive of cash. Rank Firm Name/Portfolio 12 Quarters Assets in ROR Composite 1 Pacific Investment Management Company LLC - PIMCO StocksPLUS Total Return 22.14% $191.4M Fund;Institutional 2 Waddell & Reed Investment Management Company - Core Equity 21.80% $1147.4M 3 Fidelity Management & Research Company - Fidelity Advisor Large Cap Fund;Institutional 20.64% $1030.8M 4 Fisher Investments - FIIG US Total Return 19.12% $435.4M 5 Fidelity Management & Research Company - Fidelity Advisor Strategic Dividend & Inc Fd;Inst 18.88% $37.9M 6 Harris Associates L.P. - Oakmark Fund;II 17.91% $27.7M 7 The London Company of Virginia - Large Cap Core 17.58% $377.5M 8 Brown Advisory - Brown Advisory Flexible Value Fund;Institutional 17.55% $30.0M 9 Allianz Global Investors Capital, LLC - Allianz RCM Disciplined Equity Fund;Institutional 17.17% $36.4M 10 RCM Capital Management LLC - Disciplined US Core 17.11% $6235.1M 11 Davis Selected Advisers, L.P., d.b.a. Davis Advisors - Davis Opportunity Fund;Y 17.08% $172.1M 12 Herndon Capital Management, LLC - Large Cap US Core Equity 17.06% $185.8M 13 EDMP, Inc. - Large Cap Growth Equity 16.76% $128.9M 14 John Hsu Capital Group, Inc. - US Equity 16.59% $236.2M 15 Brown Advisory - Brown Advisory Flexible Value 16.51% $1714.3M 16 TAMRO Capital Partners LLC - TAMRO Diversified Equity 16.42% $27.5M 17 Capital Research & Management Company - American Funds AMCAP Fund;529-E 16.34% $35.1M 18 Domini Social Investments, LLC - Domini Social Equity Fund;Institutional 16.32% $136.4M 19 Luther King Capital Management Corp. - Dedicated Target Equity Strategy 16.21% $122.7M 20 Ativo Capital Management, LLC - Ativo Large Cap 15.85% $37.4M 21 New Amsterdam Partners, LLC - LC Socially Responsible Active Eq. 15.76% $553.9M 22 Cambiar Investors LLC - Cambiar Opportunity Fund;Institutional 15.75% $345.6M 23 Runde & Co. LLC - Runde Large-Cap Core 15.58% $22.0M 24 Vanguard Group, Inc. - Vanguard FTSE Social Index Fund;Institutional 15.52% $164.3M 25 Moran Edwards Asset Management Group - Moderate Select 15.49% $135.8M 26 Windward Capital Management Co. - RAAM - Lg. Cap Core 15.45% $108.4M 27 Hillman Capital Management, Inc. - Focused Advantage Equity Portfolios 15.43% $24.6M 28 Horan Capital Management, LLC - HCM - Core Equity 15.39% $119.0M 29 J.P. Morgan Asset Management - JPMorgan Disciplined Equity Fund;Institutional 15.36% $115.0M 30 PNC Capital Advisors, LLC - PNC Large Cap Core Equity Fund;I 15.29% $12.7M 31 Fidelity Management & Research Company - Fidelity Series All-Sector Equity Fund 15.13% $7167.7M 32 Robeco Investment Management Inc. - Robeco WPG Disciplined Equity Large Cap 15.11% $845.3M 33 Northern Trust Global Investments - NT Collective Russell 1000 Index;Lend 15.09% $2428.2M 34 Fifth Third Asset Management Inc. - Enhanced Large Cap Core 15.08% $12.1M 35 Calvert Investment Management Inc. - Calvert Enhanced Equity Portfolio;I 15.06% $33.7M 36 Dimensional Fund Advisors LP - DFA Enhanced US Large Company Portfolio;Inst 15.04% $170.5M Lipper MarketPlace; © 2012 Lipper a Thomson Reuters Company, New York, NY 10007. 37 Waddell & Reed Investment Management Company - Waddell & Reed Advisors Core Investment 15.00% $28.8M Fund;Y 38 Torray, LLC - Torray Institutional Fund 14.95% $22.5M 39 Sterling Capital Management, LLC - Sterling Capital Special Opportunities Fund;Inst 14.84% $350.6M 40 The Dreyfus Corporation - Dreyfus Core Equity Fund;I 14.83% $41.7M Lipper MarketPlace; © 2012 Lipper a Thomson Reuters Company, New York, NY 10007..

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