| Global Balanced | 1 year gross return | 1 year net return |
|---|---|---|
| PIMCO StocksPLUS Enhanced Equity | 10.80 | 10.43 |
| PIMCO StocksPLUS Absolute Return | 10.36 | 9.68 |
| Morgan Stanley Glbl Tactical Asset Alloc | 9.97 | 9.66 |
| Nuveen Real Asset Income | 10.52 | 9.65 |
| First Quadrant Essential Beta | 9.85 | 9.51 |
| First Trust Balanced Closed-End Fund | 8.26 | 6.66 |
| Frontier Asset Mgmt Focused Opp | 7.18 | 6.39 |
| First Eagle Global Value Equity | 6.64 | 5.85 |
| Sterling AS Growth (All Funds) | 5.66 | 5.49 |
| Capital Group Absolute Inc Grower Comp | 6.25 | 5.34 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Balanced | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO StocksPLUS Absolute Return | 11.35 | 10.71 |
| PIMCO StocksPLUS Enhanced Equity | 10.98 | 10.55 |
| PIMCO RAE PLUS | 8.52 | 7.67 |
| Morgan Stanley Glbl Tactical Asset Alloc | 7.77 | 7.45 |
| ICON - SBI Global Moderate | 7.36 | 6.11 |
| DMAP Moderate Relative Return USD-H | 6.53 | 5.77 |
| Nuveen Real Asset Income | 6.52 | 5.67 |
| First Eagle Global Value Equity | 5.75 | 4.96 |
| Calamos Global Opportunities Composite | 5.52 | 4.76 |
| NorthCoast Diversified Growth | 5.33 | 4.62 |
