| Domestic Balanced | 1 year gross return | 1 year net return |
|---|---|---|
| Congress Asset Mgt Balanced | 2.49 | 1.97 |
| MCA Balanced Portfolios | 2.05 | 1.40 |
| PCM Conservative Portfolio Composite | 2.65 | 1.36 |
| Janus Henderson Balanced | 1.29 | 0.75 |
| WisdomTree IQCIO Conservative Allocation | 0.33 | 0.33 |
| Calvert Balanced Strategy | 0.00 | 0.10 |
| Potomac Advisor Express | 2.48 | -0.07 |
| MCA Conservative Portfolios | 0.64 | -0.17 |
| AGFiQ Multi-Asset Income | -0.17 | -0.21 |
| Winans Balanced Composite | -0.24 | -0.24 |
Source: Morningstar Separate Account/CIT Fund Database
| Domestic Balanced | 5 year gross return | 5 year net return |
|---|---|---|
| Johnson Institutional Mgt Enhanced Index | 8.63 | 8.32 |
| MCA Balanced Portfolios | 8.68 | 7.93 |
| MCA Conservative Portfolios | 8.09 | 7.27 |
| Janus Henderson Balanced | 7.06 | 6.53 |
| Congress Asset Mgt Balanced | 7.19 | 6.52 |
| Sit Inv Balanced | 7.05 | 6.26 |
| Clark Navigator MultiStrategy 50-50 | 6.56 | 6.19 |
| Investment Management of Virginia Balanc | 6.59 | 6.04 |
| Full Duration Balanced | 6.24 | 5.78 |
| Dodge & Cox Balanced Composite | 5.95 | 5.68 |
