| Domestic Balanced | 1 year gross return | 1 year net return |
|---|---|---|
| AAM Credit Opportunities | 15.51 | 14.07 |
| MCA Balanced Portfolios | 14.08 | 13.35 |
| Congress Asset Mgt Balanced | 13.17 | 12.61 |
| WJA Equity Oriented (Balanced) Composite | 13.27 | 12.52 |
| MCA Conservative Portfolios | 11.53 | 10.63 |
| Beacon Dividend Income Composite | 11.94 | 10.37 |
| Montag & Caldwell Balanced | 10.53 | 10.09 |
| Hillman Capital Mgt Bal Cnsv | 10.91 | 10.06 |
| Johnson Institutional Mgt Enhanced Index | 10.28 | 9.93 |
| Texas Retirement Income Strategy | 10.03 | 9.87 |
Source: Morningstar Separate Account/CIT Fund Database
| Domestic Balanced | 5 year gross return | 5 year net return |
|---|---|---|
| MCA Balanced Portfolios | 11.75 | 10.99 |
| Johnson Institutional Mgt Enhanced Index | 11.18 | 10.85 |
| MCA Conservative Portfolios | 10.51 | 9.67 |
| Congress Asset Mgt Balanced | 9.56 | 8.89 |
| Capital Group 2045 Target Date Trust Cmp | 8.57 | 8.57 |
| Capital Group 2040 Target Date Trust Cmp | 8.44 | 8.44 |
| Capital Group 2035 Target Date Trust Cmp | 8.21 | 8.21 |
| Janus Henderson Balanced | 8.57 | 8.03 |
| Winans Balanced 75/25 Composite | 8.92 | 8.00 |
| Sit Inv Balanced | 8.74 | 7.93 |
