| Domestic Balanced | 1 year gross return | 1 year net return |
|---|---|---|
| CVI Sanctuary Portfolio | 4.84 | 6.30 |
| Parametric Liquid Alternative | 4.11 | 3.86 |
| FMT/Vanguard Wellesley Income R1 | 0.00 | 3.51 |
| Montag & Caldwell Balanced | 3.20 | 2.87 |
| SEI Tax-Managed ETF Moderate | 3.39 | 2.82 |
| RNC Balanced Growth With Muni | 3.69 | 2.77 |
| Robinson Contrarian Value Balanced | 3.56 | 2.67 |
| Investment Management of Virginia Balanc | 3.14 | 2.63 |
| RNC Balanced Income With Muni | 3.49 | 2.57 |
| RNC Balanced Growth With Div Inc | 3.59 | 2.57 |
Source: Morningstar Separate Account/CIT Fund Database
| Domestic Balanced | 5 year gross return | 5 year net return |
|---|---|---|
| Johnson Institutional Mgt Enhanced Index | 12.61 | 12.33 |
| Scharf Balanced | 10.94 | 9.89 |
| Columbia Trust Balanced Fund II | 10.30 | 9.74 |
| Palouse Capital Diversified Income Strat | 10.07 | 9.63 |
| Dorsey Wright Sys Reltv Strength Cons | 10.00 | 8.90 |
| Dodge & Cox Balanced Composite | 8.59 | 8.59 |
| Putnam Retirement Advantage 2045: IA | 0.00 | 8.58 |
| MCA Balanced Portfolios | 9.29 | 8.50 |
| WTFSC Balanced Portfolio Cl 0 | 8.51 | 8.39 |
| Tillar-Wenstrup Core Balanced | 9.19 | 8.35 |
