| Domestic Balanced | 1 year gross return | 1 year net return |
|---|---|---|
| ValueWorks Bal Comp | 20.40 | 18.81 |
| Johnson Institutional Mgt Enhanced Index | 18.46 | 18.10 |
| Hotchkis & Wiley - Capital Income | 18.43 | 17.67 |
| FIAM Target Date 2040 Composite | 17.33 | 17.33 |
| FIAM Target Date 2045 Composite | 17.33 | 17.33 |
| Wellington Trust Target 2040 | 17.81 | 17.22 |
| FIAM Target Date 2035 Composite | 17.18 | 17.18 |
| FIAM Target Date 2045 S | 17.34 | 17.03 |
| FIAM Target Date 2040 R | 17.32 | 16.97 |
| FIAM Target Date 2040 S | 17.28 | 16.97 |
Source: Morningstar Separate Account/CIT Fund Database
| Domestic Balanced | 5 year gross return | 5 year net return |
|---|---|---|
| Johnson Institutional Mgt Enhanced Index | 14.56 | 14.25 |
| Dodge & Cox Balanced Composite | 11.82 | 11.70 |
| ValueWorks Bal Comp | 12.58 | 11.05 |
| FIAM Target Date 2045 S | 11.10 | 10.81 |
| FIAM Target Date 2045 R | 11.11 | 10.78 |
| FIAM Target Date 2045 X | 11.12 | 10.72 |
| FIAM Target Date 2045 Y | 11.10 | 10.72 |
| FIAM Target Date 2045 Q | 11.10 | 10.71 |
| Invesco Equity and Income Composite | 11.36 | 10.70 |
| FIAM Target Date 2040 S | 10.97 | 10.68 |
