Breadcrumb Home INTERACTIVE February 18, 2008 12:00 AM U.S. allocation collective investment trusts Tweet Share Share Email More Reprints Print Top 10 managers: one yearCategoryGross returnNet returnUBS Fiduciary Trust Strat. Bal.Moderate Allocation13.98%n/aPrudential Bal. Gro. Well/BRModerate Allocation12.52%11.45%PanAgora Global Multi-AssetModerate Allocation10.99%10.45%Prudential Bal. Turner/SSGA Moderate Allocation9.98%9.11%Wellington Trust Target 2050Target-Date 2030+9.68%9.07%Wellington Trust Target 2040Target-Date 2030+9.66%9.04%Wellington Trust Target 2030Target-Date 2030+9.59%8.95%Prudential Lifetime Cons. Gro.Conservative Allocation9.47%8.36%VALIC Financial Balanced TacticalModerate Allocation9.29%n/aWellington Trust Target 2020Target-Date 2015-20298.96%8.34%Top 10 managers: five yearsCategoryGross returnNet returnSSgA Dow Jones Target 2045Target-Date 2030+17.05%16.78%VALIC Financial Bal. Tact.Moderate Allocation15.20%n/aSSgA Dow Jones Target 2035 Target-Date 2030+15.17%14.90%Schwab Mgd. Retirement 2040Target-Date 2030+14.96%13.80%Prudential Lifetime Cons. Gro.Conservative Allocation14.24%13.03%BGI LifePath 2040 Target-Date 2030+14.10%n/aSchwab Mgd. Retirement 2030Target-Date 2030+13.96%13.02%Prudential Lifetime Aggrv. Gro.Moderate Allocation13.87%12.76%UBS Fiduciary Trust Strat. Bal.Moderate Allocation13.61%n/aINVESCO Agg. Asset Alloc.Moderate Allocation13.52%n/aSource: Morningstar Inc. Recommended for You Largest active U.S. equity DC mutual funds lag S&P 500 Select private equity managers show fundraising prowess 2 fixed-income DC mutual funds stand out Sponsored Content: The Institutional Investor's Guide to ESG Investing Reader Poll January 25, 2023 How will the DOL’s finalized rules impact ESG investing? SEE MORE POLLS > Sponsored White Papers Show Me the Income: Discovering plan sponsor and participant preferences for cr… The Future of Infrastructure: Building a Better Tomorrow Outlook 2023: Opportunity in a volatile world Research for Institutional Money Management View More Sponsored Content Partner Content The Industrialization of ESG Investment For institutional investors, ETFs can make meeting liquidity needs easier Gold: the most effective commodity investment 2021 Investment Outlook | Investing Beyond the Pandemic: A Reset for Portfolios Ten ways retirement plan professionals add value to plan sponsors Gold: an efficient hedge View More