Domestic Balanced | 1 year gross return | 1 year net return |
---|---|---|
CVI Sanctuary Portfolio | 6.88 | 6.88 |
Dorsey Wright Sys Reltv Strength Cons | 7.62 | 6.70 |
PFS Dorsey Wright Tactical Tilt Mod | 4.48 | 4.22 |
Reliance Trst Strategic Incm Pls Inst | 0.00 | 4.21 |
Sadoff Balanced | 4.96 | 3.96 |
Crossvault Taxble Mod Bal Conserv Growth | 4.60 | 3.75 |
Dunn Warren Growth w/ mutual funds | 4.48 | 3.46 |
Montag & Caldwell Balanced | 3.77 | 3.45 |
Vanguard S&P 100% Fixed Income | 2.80 | 2.80 |
Vanguard CRSP 100% Fixed Income | 2.80 | 2.80 |
Source: Morningstar Separate Account/CIT Fund Database
Domestic Balanced | 5 year gross return | 5 year net return |
---|---|---|
Johnson Institutional Mgt Enhanced Index | 14.23 | 13.95 |
MCA Balanced Portfolios | 12.44 | 11.62 |
Sunnymeath Balanced | 11.48 | 10.84 |
Putnam Retirement Advantage 2045: I | 0.00 | 10.56 |
Dorsey Wright Sys Reltv Strength Cons | 11.69 | 10.56 |
Columbia Trust Balanced Fund II | 11.04 | 10.48 |
Dodge & Cox Balanced Composite | 10.48 | 10.48 |
FMT/Dodge & Cox Balanced R1 | 0.00 | 10.29 |
Putnam Retirement Advantage 2040: I | 0.00 | 10.17 |
Putnam Retirement Advantage 2045: IV | 0.00 | 10.10 |