| Domestic Balanced | 1 year gross return | 1 year net return |
|---|---|---|
| Cohen & Steers Real Assets Multi-Strat | 28.58 | 27.75 |
| MFI Capital Preservation & Income Sector | 3.21 | 22.65 |
| ValueWorks Bal Comp | 21.60 | 20.20 |
| iSectors Post-MPT Moderate Allocation | 18.84 | 20.01 |
| Wellington CIF II Balanced Real Asset S1 | 18.59 | 18.03 |
| Herzfeld US Equity Closed-End | 18.37 | 17.99 |
| iSectors Post-MPT Growth Allocation | 14.15 | 17.81 |
| Herzfeld Balanced Composite | 17.62 | 16.83 |
| MCM American Revival - Growth-Plus | 16.24 | 15.78 |
| Donoghue Forlines Dividend | 15.44 | 14.44 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 19, 2022
| Domestic Balanced | 5 year gross return | 5 year net return |
|---|---|---|
| MCA Balanced Portfolios | 18.85 | 18.15 |
| ValueWorks Bal Comp | 16.12 | 14.64 |
| WJA Equity Oriented (Balanced) Composite | 14.80 | 13.78 |
| MCA Conservative Portfolios | 14.33 | 13.47 |
| Congress Asset Mgt Multi-Cap Balanced | 13.21 | 12.75 |
| Congress Asset Mgt Balanced | 13.24 | 12.68 |
| Capital Group 2045 Target Date Ret Comp | 12.34 | 12.34 |
| Capital Group 2040 Target Date Ret Comp | 12.14 | 12.14 |
| Janus Henderson Balanced | 12.53 | 11.94 |
| 1919 SRI Balanced | 12.48 | 11.93 |
