Domestic Value Equity | 1 year gross return | 1 year net return |
---|---|---|
Donald Smith & Co. Sm-Cap Val Eq | 49.48 | 48.75 |
MIAM Concentrated Equity Value Strategy | 48.54 | 47.38 |
Donald Smith & Co. Micro Cap Val Eq | 48.52 | 46.71 |
Donald Smith & Co. Lg-Cap Cncntrd Val Eq | 38.09 | 37.72 |
WPG Partners Select Small Cap Value | 33.56 | 33.00 |
Royce Concentrated Value SMA | 34.77 | 30.83 |
Oakmark Large Value | 28.22 | 27.34 |
SouthernSun SMID Cap Composite | 27.17 | 26.29 |
Brandywine Small Mid Cap Val Eq | 26.94 | 25.82 |
Hotchkis & Wiley - Value Opps (SMA) | 25.74 | 25.10 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Domestic Value Equity | 5 year gross return | 5 year net return |
---|---|---|
Donald Smith & Co. Sm-Cap Val Eq | 18.69 | 18.08 |
Longfellow Merger Arb | 11.58 | 17.86 |
Donald Smith & Co. Micro Cap Val Eq | 16.27 | 14.91 |
MIAM Concentrated Equity Value Strategy | 15.56 | 14.65 |
Polaris Concentrated Value | 15.49 | 14.35 |
Thomas White Large Value Equities | 13.30 | 12.94 |
Cornerstone Value 50 | 12.85 | 12.63 |
Putnam US Large Cap Value Concentrated | 12.96 | 12.53 |
Unbiased Equity | 12.70 | 12.07 |
Liberty One Tactical Growth Solution | 12.78 | 12.06 |