U.S. Stock | 1 year gross return | 1 year net return |
---|---|---|
Towle & Co. Deep Value | 57.20 | 56.09 |
SailingStone Global Natural Resources | 57.05 | 55.93 |
Orchard Select Small Cap Value | 47.73 | 46.29 |
GAMCO Gold | 47.38 | 45.87 |
WellsCap Precious Metals | 46.98 | 45.62 |
DePrince, Race & Zollo, Micro Cap Val | 46.43 | 45.07 |
GMO Resources Strategy | 45.72 | 44.74 |
ZPR Volume Value | 44.67 | 42.35 |
Miller/Howard E&P Institutional Strategy | 42.36 | 40.98 |
Federated MDT Sm-Cap Val | 42.07 | 40.66 |
Source: Morningstar Separate Account/CIT Fund Database
U.S. Stock | 5 year gross return | 5 year net return |
---|---|---|
ZPR Volume Value | 29.22 | 25.96 |
Naylor & Company Core Composite | 27.38 | 24.68 |
BMO Microcap Equity - Institutional - SA | 23.70 | 22.46 |
Donald Smith & Co. Micro Cap Val Eq | 23.52 | 22.06 |
NorthPointe Capital Micro Cap Value | 22.75 | 21.76 |
Pacific Ridge Capital Ptnrs Micro Cp Val | 23.26 | 21.47 |
O'Shaughnessy Micro Cap | 22.68 | 21.35 |
Brandes U.S. Small-Mid Cap Value Equity | 22.11 | 20.99 |
Cooke & Bieler Small Cap Value Equity | 21.86 | 20.97 |
Towle & Co. Deep Value | 21.62 | 20.77 |