| Domestic Balanced | 1 year gross return | 1 year net return |
|---|---|---|
| MCM American Revival - Growth-Plus | 9.28 | 8.85 |
| Winthrop Income Moderate | 3.37 | 8.58 |
| Cypress Capital US Opportunity | 4.56 | 3.73 |
| Cypress Global Equity and Income | 4.12 | 3.67 |
| AB Dynamic MultiAsset Sustainable 60/40 | 12.69 | 3.35 |
| Cypress Capital US Opportunity-Mod Allc | 4.21 | 3.34 |
| Tannin Capital Total Return | 3.11 | 2.11 |
| Franklin Tmp Tax-Adv Gr & Inc ETF Model | -4.25 | 1.53 |
| Tannin Capital Equity Hedge | 2.04 | 1.06 |
| CFG Balanced Equity | 2.14 | 1.04 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023
| Domestic Balanced | 5 year gross return | 5 year net return |
|---|---|---|
| ValueWorks Bal Comp | 14.17 | 12.69 |
| MCA Balanced Portfolios | 12.60 | 11.96 |
| RMCM Global Sustainable Balanced Equity | 9.67 | 8.58 |
| Congress Asset Mgt Multi-Cap Balanced | 8.98 | 8.54 |
| Congress Asset Mgt Balanced | 8.99 | 8.50 |
| Waterfront Balanced | 9.03 | 8.24 |
| MCA Conservative Portfolios | 8.79 | 8.00 |
| Bartlett & Co. Relative Value Balanced | 8.57 | 7.96 |
| TSW Multi-Asset Income | 8.12 | 7.85 |
| Washington Crossing Conquest Sec Mod Gr | 8.09 | 7.82 |
