Domestic Blend Equity | 1 year gross return | 1 year net return |
---|---|---|
BlackRock MSCI USA Min Vol Idx F | 0.00 | 17.17 |
Lunt U.S. Large Cap Rotation Portfolio | 16.68 | 14.98 |
Martingale Low Volatility LargeCap+ | 14.48 | 13.92 |
FIAM U.S. Low Volatility Equity | 14.09 | 13.70 |
MFS Low Volatility US Equity | 12.93 | 12.53 |
ZPR Fundamental Small Cap Value | 13.13 | 11.91 |
SaratogaRIM Large Cap Quality Focus | 12.46 | 11.86 |
Dearborn Core Rising Dividends | 13.46 | 11.70 |
Farr Miller & Wash FMW Gr & Inc | 11.69 | 11.02 |
CS US Sustainable Dividend Composite | 11.65 | 10.48 |
Source: Morningstar Separate Account/CIT Fund Database
Domestic Blend Equity | 5 year gross return | 5 year net return |
---|---|---|
BNY Mellon EB DV Dynamic U.S. Equity | 17.08 | 16.51 |
Entrepreneur US Large Cap | 16.52 | 15.76 |
BMO Microcap Equity - Institutional - SA | 16.76 | 15.59 |
Martingale Low Volatility LargeCap+ | 16.14 | 15.55 |
State Street NASDAQ 100 Idx Fd - Cl A | 20.01 | 15.15 |
State Street NASDAQ 100 Idx Fd - Cl C | 19.97 | 15.09 |
Clarkston Capital SMID Composite | 15.40 | 14.68 |
Smead Capital Appreciation | 15.34 | 14.53 |
Lazard U.S. Equity Concentrated | 15.08 | 14.34 |
NorthPointe Capital Micro Cap Value | 15.05 | 14.23 |