| Global Balanced | 1 year gross return | 1 year net return |
|---|---|---|
| iSectors Post-MPT Growth Allocation | 21.48 | 20.75 |
| JPMCB LDI Diversified Inv | 0.00 | 13.73 |
| WestEnd Advisors Global Equity | 14.86 | 13.67 |
| SEI Tactical ETF Equity | 13.51 | 12.89 |
| Copeland Large Cap Div Growth Balanced | 13.68 | 12.85 |
| Deschutes Matisse Discounted CE Fd Stgy | 13.40 | 12.27 |
| Marsico Non-Taxable Flexible Capital | 13.69 | 12.13 |
| JPMCB Diversified Global Inv | 0.00 | 12.04 |
| Russell TM Equity Growth Model Strategy | 11.40 | 11.40 |
| WTFSC Multi-Asset Portfolio Cl 0 | 11.37 | 11.31 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Balanced | 5 year gross return | 5 year net return |
|---|---|---|
| Marsico Non-Taxable Flexible Capital | 20.06 | 18.74 |
| Loring Ward Global Equity DFA SRI | 13.57 | 13.30 |
| iSectors Post-MPT Growth Allocation | 13.75 | 13.07 |
| WestEnd Advisors Global Equity | 14.09 | 12.87 |
| Baillie Gifford Global Alpha | 13.43 | 12.69 |
| JPMCB Diversified Global Inv | 0.00 | 12.14 |
| Russell TM Equity Growth Model Strategy | 11.80 | 11.80 |
| Loring Ward Global Equity DFA | 12.08 | 11.79 |
| Loring Ward Global Equity DFA TM | 12.02 | 11.74 |
| Lockwood Asset Allocation Portfolios V | 12.00 | 11.55 |
