| Domestic Balanced | 1 year gross return | 1 year net return |
|---|---|---|
| Hotchkis & Wiley - Capital Income | 24.51 | 23.72 |
| ValueWorks Bal Comp | 24.75 | 23.10 |
| Dodge & Cox Balanced Composite | 19.69 | 19.22 |
| FIAM Target Date 2045 Composite | 19.04 | 18.94 |
| FIAM Target Date 2040 Composite | 18.96 | 18.86 |
| FIAM Target Date 2035 Composite | 18.95 | 18.84 |
| Messner & Smith - Balanced | 19.96 | 18.77 |
| FIAM Target Date 2045 R | 19.10 | 18.74 |
| FIAM Target Date 2045 S | 19.01 | 18.71 |
| FIAM Target Date 2035 S | 19.00 | 18.70 |
Source: Morningstar Separate Account/CIT Fund Database
| Domestic Balanced | 5 year gross return | 5 year net return |
|---|---|---|
| Johnson Institutional Mgt Enhanced Index | 15.14 | 14.83 |
| Dodge & Cox Balanced Composite | 12.42 | 12.33 |
| FIAM Target Date 2045 S | 11.50 | 11.21 |
| FIAM Target Date 2045 R | 11.52 | 11.18 |
| Invesco Equity and Income Composite | 11.80 | 11.14 |
| FIAM Target Date 2045 Y | 11.50 | 11.13 |
| FIAM Target Date 2045 X | 11.54 | 11.13 |
| FIAM Target Date 2045 Q | 11.49 | 11.11 |
| Hotchkis & Wiley - Capital Income | 11.82 | 11.10 |
| FIAM Target Date 2040 S | 11.38 | 11.09 |
