| Global Balanced | 1 year gross return | 1 year net return |
|---|---|---|
| Deschutes Matisse Discounted CE Fd Stgy | 22.00 | 20.83 |
| PIMCO StocksPLUS Absolute Return | 18.77 | 18.10 |
| PIMCO RAE Fundamental PLUS | 18.61 | 17.68 |
| PanAgora Risk Parity Multi Asset Plus | 19.09 | 16.70 |
| 4Thought Multi-Contingency Aggressive | 17.96 | 16.34 |
| PIMCO StocksPlus | 16.56 | 16.23 |
| JPMCB LDI Diversified Inv | 0.00 | 14.77 |
| FrontierAssetMgmt Focused Opportunities | 15.12 | 14.65 |
| Taxable Frontier Asset Mgmt Focused Opp | 15.07 | 14.50 |
| First Trust Balanced Closed-End Fund | 16.12 | 14.29 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Balanced | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO StocksPLUS Absolute Return | 18.91 | 18.18 |
| PIMCO RAE Fundamental PLUS | 18.96 | 18.03 |
| PIMCO StocksPlus | 18.01 | 17.52 |
| JPMCB Diversified Global Inv | 0.00 | 12.81 |
| OBS Financial EFS 80/20 | 11.50 | 11.21 |
| Wilshire Global ETF Allocation - Gr | 11.08 | 10.83 |
| Morgan Stanley Glbl Tactical Asset Alloc | 11.08 | 10.76 |
| Loring Ward Global Capital Appr DFA | 11.02 | 10.75 |
| Loring Ward Global Capital Appr SA | 10.27 | 10.23 |
| Morningstar Growth - NFS | 10.70 | 10.20 |
