U.S. allocation collective investment trusts
| Top 10 managers: one year | Category | Gross return | Net return |
| UBS Fiduciary Trust Strat. Bal. | Moderate Allocation | 13.98% | n/a |
| Prudential Bal. Gro. Well/BR | Moderate Allocation | 12.52% | 11.45% |
| PanAgora Global Multi-Asset | Moderate Allocation | 10.99% | 10.45% |
| Prudential Bal. Turner/SSGA | Moderate Allocation | 9.98% | 9.11% |
| Wellington Trust Target 2050 | Target-Date 2030+ | 9.68% | 9.07% |
| Wellington Trust Target 2040 | Target-Date 2030+ | 9.66% | 9.04% |
| Wellington Trust Target 2030 | Target-Date 2030+ | 9.59% | 8.95% |
| Prudential Lifetime Cons. Gro. | Conservative Allocation | 9.47% | 8.36% |
| VALIC Financial Balanced Tactical | Moderate Allocation | 9.29% | n/a |
| Wellington Trust Target 2020 | Target-Date 2015-2029 | 8.96% | 8.34% |
| Top 10 managers: five years | Category | Gross return | Net return |
| SSgA Dow Jones Target 2045 | Target-Date 2030+ | 17.05% | 16.78% |
| VALIC Financial Bal. Tact. | Moderate Allocation | 15.20% | n/a |
| SSgA Dow Jones Target 2035 | Target-Date 2030+ | 15.17% | 14.90% |
| Schwab Mgd. Retirement 2040 | Target-Date 2030+ | 14.96% | 13.80% |
| Prudential Lifetime Cons. Gro. | Conservative Allocation | 14.24% | 13.03% |
| BGI LifePath 2040 | Target-Date 2030+ | 14.10% | n/a |
| Schwab Mgd. Retirement 2030 | Target-Date 2030+ | 13.96% | 13.02% |
| Prudential Lifetime Aggrv. Gro. | Moderate Allocation | 13.87% | 12.76% |
| UBS Fiduciary Trust Strat. Bal. | Moderate Allocation | 13.61% | n/a |
| INVESCO Agg. Asset Alloc. | Moderate Allocation | 13.52% | n/a |
| Source: Morningstar Inc. | |||
Sponsored
White Papers
Sponsored Content
Partner Content