| Domestic Balanced | 1 year gross return | 1 year net return |
|---|---|---|
| MCA Balanced Portfolios | 28.11 | 27.29 |
| MCA Conservative Portfolios | 21.96 | 21.00 |
| WJA Equity Oriented (Balanced) Composite | 19.94 | 19.16 |
| Johnson Institutional Mgt Enhanced Index | 16.11 | 15.74 |
| C.J. Lawrence Balanced Strategy | 17.04 | 15.46 |
| Congress Asset Mgt Balanced | 16.00 | 15.39 |
| Janus Henderson Balanced | 14.69 | 14.15 |
| Full Duration Balanced | 14.32 | 13.93 |
| Granite Balanced | 14.56 | 13.81 |
| Calvert Balanced Strategy | 11.01 | 13.29 |
Source: Morningstar Separate Account/CIT Fund Database
| Domestic Balanced | 5 year gross return | 5 year net return |
|---|---|---|
| Johnson Institutional Mgt Enhanced Index | 14.09 | 13.77 |
| MCA Balanced Portfolios | 13.90 | 13.11 |
| MCA Conservative Portfolios | 12.42 | 11.58 |
| C.J. Lawrence Balanced Strategy | 11.51 | 10.33 |
| Congress Asset Mgt Balanced | 10.52 | 9.82 |
| WJA Equity Oriented (Balanced) Composite | 10.42 | 9.73 |
| FIAM Target Date 2045 T | 9.93 | 9.66 |
| FIAM Target Date 2055 Composite | 9.99 | 9.64 |
| FIAM Target Date 2040 S | 9.92 | 9.64 |
| FIAM Target Date 2040 T | 9.91 | 9.64 |
