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Top 5 Funds by Morningstar Category

Based on average annual total return for a one-year period as of 2/3/2012.

 Large-Cap (Domestic Equity)
 Mid-Cap (Domestic Equity)
 Small-Cap (Domestic Equity)
 Specialty
 International/Global Equity
 Taxable Bond
 Specialty Bond
 Municipal Bond

Large-Cap (Domestic Equity)
AATR * Fund Name Ticker Category Star
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27.11% PIMCO StocksPLUS Long Duration Instl PSLDX Large Blend  
17.08% Delaware Pooled Select 20 DPCEX Large Growth
16.71% Upright Growth UPUPX Large Growth  
15.55% Payden Value Leaders PYVLX Large Value
15.39% Direxion Mthly NASDAQ-100 Bull 2X Inv DXQLX Large Growth  
* Average Annual Total Return [Back to top]



Mid-Cap (Domestic Equity)
AATR * Fund Name Ticker Category Star
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19.76% Putnam Equity Spectrum Y PYSYX Mid-Cap Value  
19.48% Putnam Equity Spectrum A PYSAX Mid-Cap Value  
19.23% Putnam Equity Spectrum R PYSRX Mid-Cap Value  
18.88% Putnam Equity Spectrum M PYSMX Mid-Cap Value  
18.62% Putnam Equity Spectrum B PYSOX Mid-Cap Value  
* Average Annual Total Return [Back to top]



Small-Cap (Domestic Equity)
AATR * Fund Name Ticker Category Star
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25.71% Virtus Small-Cap Sustainable Growth I PXSGX Small Growth  
19.17% Artisan Small Cap Investor * ARTSX Small Growth
17.66% Buffalo Micro Cap BUFOX Small Growth
17.42% Touchstone Small Cap Core Inst TSFIX Small Blend  
17.27% Touchstone Small Cap Core Y TSFYX Small Blend  
* Average Annual Total Return [Back to top]



Specialty
AATR * Fund Name Ticker Category Star
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39.75% Fidelity Advisor Biotechnology I FBTIX Health
38.69% Fidelity Select Biotechnology FBIOX Health
36.50% ProFunds Biotechnology UltraSector Inv BIPIX Health
36.23% PIMCO Real Estate Real Return Strategy I PRRSX Real Estate
35.98% PIMCO Real Estate Real Return Strategy P PETPX Real Estate  
* Average Annual Total Return [Back to top]



International/Global Equity
AATR * Fund Name Ticker Category Star
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Portfolio
15.89% DWS RREEF Global Infrastructure Inst TOLIX World Stock  
15.71% DWS RREEF Global Infrastructure S TOLSX World Stock  
15.43% Invesco Balanced-Risk Allc Instl ABRIX World Allocation  
15.43% Invesco Balanced-Risk Allc Y ABRYX World Allocation  
15.17% Morgan Stanley Global Infrastructure I UTLDX World Stock
* Average Annual Total Return [Back to top]



Taxable Bond
AATR * Fund Name Ticker Category Star
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Portfolio
59.67% PIMCO Extended Duration Instl PEDIX Long Government  
59.51% PIMCO Extended Duration P PEDPX Long Government  
59.37% Vanguard Extended Dur Treas Idx Instl VEDTX Long Government  
45.39% ProFunds US Government Plus Inv GVPIX Long Government
44.43% Rydex Govt Long Bond 1.2x Strategy Inv RYGBX Long Government
* Average Annual Total Return [Back to top]



Specialty Bond
AATR * Fund Name Ticker Category Star
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Portfolio
14.18% GMO Strategic Fixed Income VI GMFIX Multisector Bond  
14.01% GMO Strategic Fixed Income III GFITX Multisector Bond  
13.31% RiverNorth Doubleline Strategic Inc I RNSIX Multisector Bond  
13.13% RiverNorth Doubleline Strategic Inc R RNDLX Multisector Bond  
12.17% Legg Mason BW Global Opps Bd IS GOBSX World Bond  
* Average Annual Total Return [Back to top]



Municipal Bond
AATR * Fund Name Ticker Category Star
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Portfolio
25.73% Oppenheimer AMT-Free Municipals Y OMFYX High Yield Muni  
25.56% Nuveen CA High Yield Municipal Bond I NCHRX Muni California Long  
25.23% Eaton Vance OR Municipal Income I EIORX Muni Single State Long  
23.37% Oppenheimer CA Municipal Y OCAYX Muni California Long  
23.00% USAA CA Bond USCBX Muni California Long
* Average Annual Total Return [Back to top]


Disclaimer: * Funds closed to new investors, ** Funds closed to all investors, All fund info. as of this date unless specifically noted.

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