| Global Balanced | 1 year gross return | 1 year net return |
|---|---|---|
| Wellington CIF II Divers Inflation Hge | 29.21 | 29.17 |
| Brinker Real Asset | 26.56 | 26.12 |
| FEG Real Assets Portfolio | 17.96 | 17.79 |
| iSectors Inflation Protected Allocation | 14.47 | 15.05 |
| SAM Moderate Global Growth | 14.65 | 13.58 |
| Cohen & Steers Alternative Income | 11.35 | 10.58 |
| SAM Conservative Global Growth | 11.86 | 10.42 |
| Thornburg Investment Income Builder Sep | 9.54 | 8.79 |
| First Eagle Global Value Equity | 9.24 | 8.42 |
| Nuveen Real Asset Income | 9.28 | 8.33 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 19, 2022
| Global Balanced | 5 year gross return | 5 year net return |
|---|---|---|
| Calamos Global Opportunities Composite | 13.16 | 12.45 |
| SAM Moderate Global Growth | 13.43 | 12.33 |
| Brinker Real Asset | 11.45 | 11.05 |
| Wellington CIF II Divers Inflation Hge | 10.13 | 9.92 |
| WST All Equity | 11.65 | 9.20 |
| Morgan Stanley Glbl Tactical Asset Alloc | 9.00 | 8.70 |
| SAM Conservative Global Growth | 10.58 | 8.46 |
| Thornburg Investment Income Builder Sep | 8.97 | 8.22 |
| RiverFront ETF Dynamic Equity Income | 9.80 | 8.08 |
| Windham Risk Regime III | 8.75 | 7.88 |
