Top Performing Managers of Domestic Balanced, 2nd Quarter 2023




Domestic Balanced 1 year gross return1 year net return
Brinker Digital Assets39.8339.50
MIAM Total Return Value Strategy31.5130.50
MCA Balanced Portfolios24.1623.53
ValueWorks Bal Comp24.4722.99
AB Dynamic MultiAsset Sustainable 60/4022.3618.80
MCA Conservative Portfolios18.4217.83
Tannin Capital Equity Hedge17.1516.04
Frk Tmp Large Cap Growth ESG Bal T 60/4019.0615.63
Summitry Balanced16.7415.37
VCM Growth & Income16.4215.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Domestic Balanced 5 year gross return5 year net return
ValueWorks Bal Comp14.5113.03
MCA Balanced Portfolios13.3912.75
MIAM Total Return Value Strategy13.2412.35
Congress Asset Mgt Balanced9.889.38
MCM American Revival - Growth-Plus9.779.33
Toews Managed Risk Blueprint9.459.24
WJA Equity Oriented (Balanced) Composite10.249.18
RMCM Global Sustainable Balanced Equity10.279.02
Congress Asset Mgt Multi-Cap Balanced9.318.86
MCA Conservative Portfolios9.488.71
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
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