Global Balanced | 1 year gross return | 1 year net return |
---|---|---|
JPMCB LDI Diversified Inv | 0.00 | 14.30 |
Clark Navigator Global Opportunity | 14.00 | 13.27 |
CIM InvestFlex⢠Global Strategy | 12.80 | 10.58 |
Deschutes Matisse Discounted CE Fd Stgy | 10.57 | 9.48 |
TCIA ETF Level 1 | 9.47 | 8.67 |
JPMCB Diversified Global Inv | 0.00 | 8.09 |
TCIA ETF Level 2 | 9.40 | 7.31 |
ICON - SBI Global Moderate | 7.36 | 7.22 |
WTFSC Multi-Asset Portfolio Cl 0 | 7.21 | 7.15 |
SEI Tactical ETF Equity | 7.62 | 7.03 |
Source: Morningstar Separate Account/CIT Fund Database
Global Balanced | 5 year gross return | 5 year net return |
---|---|---|
Marsico Non-Taxable Flexible Capital | 19.02 | 17.67 |
Brandes Glbl MidCap Eq Sngl ADR NonComp | 13.28 | 12.72 |
JPMCB Diversified Global Inv | 0.00 | 11.89 |
Russell TM Equity Growth Model Strategy | 11.06 | 11.06 |
OBS Financial EFS 80/20 | 11.19 | 10.89 |
Deschutes Matisse Discounted CE Fd Stgy | 11.41 | 10.32 |
Loring Ward Global Captial Appr DFA | 10.56 | 10.29 |
Morgan Stanley Glbl Tactical Asset Alloc | 10.63 | 10.28 |
FAM Focused Opportunities | 10.52 | 10.08 |
First Trust FTA Balanced Closed-End Fd | 11.71 | 9.97 |