Domestic Balanced | 1 year gross return | 1 year net return |
---|---|---|
Texas Retirement Income Strategy | 15.31 | 12.71 |
PSI Seasonal Opportunity Model | 11.87 | 10.76 |
CVI Sanctuary Portfolio | 9.02 | 10.53 |
Natixis / AIA Mgd ETF - Inc. Aggrsv | 10.04 | 10.04 |
Parametric Tax-Advantage Enhanced Income | 9.68 | 9.29 |
Pensionmark Smart Lifecycle 2045 Instl | 9.53 | 9.21 |
FMT/Vanguard Wellesley Income R1 | 0.00 | 9.13 |
Parametric Enhanced Inc TaxAdv Core Comp | 9.43 | 9.03 |
Pensionmark Smart Lifecycle 2040 Instl | 9.30 | 8.98 |
Pensionmark Smart Lifecycle 2035 Instl | 8.91 | 8.58 |
Source: Morningstar Separate Account/CIT Fund Database
Domestic Balanced | 5 year gross return | 5 year net return |
---|---|---|
Johnson Institutional Mgt Enhanced Index | 13.07 | 12.78 |
Columbia Trust Balanced Fund II | 10.52 | 9.96 |
Texas Retirement Income Strategy | 11.54 | 9.94 |
Dorsey Wright Sys Reltv Strength Cons | 10.71 | 9.63 |
Scharf Balanced | 10.57 | 9.55 |
Putnam Retirement Advantage 2045: IA | 0.00 | 8.88 |
Dodge & Cox Balanced Composite | 8.85 | 8.85 |
MCA Balanced Portfolios | 9.43 | 8.64 |
Putnam Retirement Advantage 2040: IA | 0.00 | 8.64 |
Putnam Retirement Advantage 2045: I | 0.00 | 8.64 |