Domestic Value Equity | 1 year gross return | 1 year net return |
---|---|---|
Dean Small Cap Value SA | 6.74 | 5.85 |
Classic Value Micro Cap Opportunities | 5.98 | 5.81 |
Peak Capital Management Dividend Equity | 5.40 | 4.58 |
Beutel Goodman US Large Cap Value | 4.27 | 3.75 |
Severin Relative Strength | 4.98 | 3.49 |
Liberty One Tactical Growth Solution | 3.49 | 2.83 |
Delafield Concentrated Value | 3.06 | 2.62 |
ACM Small and Mid Cap Portfolio | 3.49 | 2.55 |
Eldred Rock U.S. Value | 2.59 | 2.25 |
Alpha Quant Small Cap Value | 2.90 | 2.13 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023
Domestic Value Equity | 5 year gross return | 5 year net return |
---|---|---|
Longfellow Merger Arb | 11.68 | 18.03 |
Polaris Concentrated Value | 15.66 | 14.52 |
Bridgeway Small Cap Value | 13.82 | 13.24 |
Smead US Value Composite | 13.06 | 12.14 |
Hillman Advantage Value Equity SMA | 13.03 | 11.89 |
Inspire Select US Large Cap | 11.79 | 11.79 |
Thomas White Large Value Equities | 12.11 | 11.76 |
Putnam US Large Cap Value Concentrated | 12.11 | 11.69 |
Penn Capital Small Cap Value Equity | 12.15 | 11.67 |
Seizert Large Cap Value Equity | 11.47 | 11.62 |