| Global Balanced | 1 year gross return | 1 year net return |
|---|---|---|
| Nuveen Real Asset Income | 13.58 | 12.64 |
| First Quadrant Essential Beta | 9.51 | 9.18 |
| Frontier Asset Mgmt Focused Opp | 10.15 | 9.13 |
| CW Frontier Asset Mgmt Focused Opp. | 9.38 | 8.38 |
| Morgan Stanley Glbl Tactical Asset Alloc | 7.51 | 7.21 |
| PIMCO Diversified Real Asset CIT | 6.97 | 6.53 |
| Invesco Balanced Risk Allocation Trust | 6.81 | 6.37 |
| Capital Group Absolute Inc Grower Comp | 7.31 | 6.37 |
| Invesco Balanced Risk Allocation Trust I | 6.92 | 6.31 |
| First Trust Balanced Closed-End Fund | 7.44 | 5.89 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Balanced | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO StocksPLUS Absolute Return | 11.43 | 10.78 |
| PIMCO StocksPLUS Enhanced Equity | 11.04 | 10.62 |
| PIMCO RAE PLUS | 8.88 | 8.03 |
| Morgan Stanley Glbl Tactical Asset Alloc | 8.00 | 7.68 |
| Nuveen Real Asset Income | 7.48 | 6.62 |
| DMAP Moderate Relative Return USD-H | 6.77 | 6.00 |
| ICON - SBI Global Moderate | 7.31 | 5.99 |
| First Eagle Global Value Equity | 6.64 | 5.84 |
| Northern Trust NFP Passive Gr Mod Inc | 5.85 | 5.59 |
| First Trust Balanced Closed-End Fund | 7.19 | 5.56 |
