| Global Balanced | 1 year gross return | 1 year net return |
|---|---|---|
| Altan Global Equity Strategy | 16.01 | 15.52 |
| Altan International Equity Strategy | 15.50 | 14.97 |
| Wellington Opportunistic Investment | 16.18 | 14.92 |
| First Eagle Global Value Equity | 14.73 | 13.87 |
| Julex Dynamic Developed Markets Comp | 14.29 | 13.72 |
| CAG International | 14.89 | 13.65 |
| Windham Aggressive Portfolio | 14.17 | 13.62 |
| Brandes Global Balanced | 13.98 | 13.50 |
| Windham Aggressive Portfolio (Tax Mg) | 12.84 | 12.38 |
| Thornburg Investment Income Builder Sep | 13.15 | 12.37 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
| Global Balanced | 5 year gross return | 5 year net return |
|---|---|---|
| Robinson WON World Equity | 9.71 | 9.04 |
| Calamos Global Opportunities Composite | 8.56 | 7.90 |
| Wellington CIF II Divers Inflation Hge | 7.36 | 7.16 |
| First Eagle Global Value Equity | 7.71 | 6.90 |
| Thornburg Investment Income Builder Sep | 7.58 | 6.84 |
| Windham Aggressive Portfolio (Tax Mg) | 5.77 | 5.35 |
| Stairway Tax-Managed Dynam Alloc-Growth | 6.09 | 5.30 |
| DMAP Moderate Relative Return USD-H | 6.00 | 5.23 |
| CSP Global Multi Asset Composite | 5.88 | 4.95 |
| Stairway Dynamic Allocation - Growth | 5.69 | 4.91 |
