| Domestic Balanced | 1 year gross return | 1 year net return |
|---|---|---|
| Congress Asset Mgt Balanced | 15.16 | 14.61 |
| WJA Equity Oriented (Balanced) Composite | 15.25 | 14.39 |
| Montag & Caldwell Balanced | 12.97 | 12.43 |
| Johnson Institutional Mgt Enhanced Index | 12.28 | 11.91 |
| FIAM Pension Journey 30/70 Commingled Pl | 11.88 | 11.88 |
| MCM American Revival - Growth-Plus | 11.78 | 11.28 |
| Bartlett & Co. Relative Value Balanced | 11.55 | 11.02 |
| Hillman Capital Mgt Bal Cnsv | 11.75 | 10.91 |
| iSectors Post-MPT Moderate Allocation | 11.76 | 10.88 |
| 1919 SRI Balanced | 11.04 | 10.49 |
Source: Morningstar Separate Account/CIT Fund Database
| Domestic Balanced | 5 year gross return | 5 year net return |
|---|---|---|
| MCA Balanced Portfolios | 11.86 | 11.10 |
| Johnson Institutional Mgt Enhanced Index | 11.03 | 10.70 |
| MCA Conservative Portfolios | 10.22 | 9.39 |
| Congress Asset Mgt Balanced | 9.87 | 9.21 |
| Winans Balanced 75/25 Composite | 9.58 | 8.67 |
| Capital Group 2045 Target Date Trust Cmp | 8.34 | 8.18 |
| Janus Henderson Balanced | 8.62 | 8.07 |
| Capital Group 2040 Target Date Trust Cmp | 8.19 | 8.03 |
| WJA Equity Oriented (Balanced) Composite | 8.69 | 7.97 |
| Sit Inv Balanced | 8.77 | 7.96 |
