| 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 |
