| Global Balanced | 1 year gross return | 1 year net return |
|---|---|---|
| Brinker Real Asset | 49.11 | 48.52 |
| FEG Real Assets Portfolio | 45.08 | 45.08 |
| Wellington CIF II Divers Inflation Hge | 37.69 | 37.27 |
| SAM Moderate Global Growth | 36.09 | 34.77 |
| iSectors Endowment Allocation | 31.13 | 33.22 |
| Brinker AdvisorOne RB 85 - Mod Aggressiv | 32.25 | 32.25 |
| Brandes Global Balanced | 31.50 | 31.30 |
| Cohen & Steers Alternative Income | 30.64 | 29.75 |
| Thornburg Investment Income Builder Sep | 30.47 | 29.58 |
| First Trust Balanced Closed-End Fund | 30.82 | 28.86 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 17, 2021
| Global Balanced | 5 year gross return | 5 year net return |
|---|---|---|
| Calamos Global Opportunities Composite | 14.17 | 13.43 |
| SAM Moderate Global Growth | 13.10 | 11.95 |
| Ivy Asset Composite | 11.63 | 10.80 |
| WST All Equity | 13.06 | 10.59 |
| Morgan Stanley Glbl Tactical Asset Alloc | 10.89 | 10.59 |
| Brinker AdvisorOne RB 85 - Mod Aggressiv | 10.55 | 10.55 |
| Innealta Global All Asset Opp Growth | 10.28 | 9.86 |
| RiverFront ETF Dynamic Equity Income | 11.30 | 9.57 |
| Stairway Dynamic Allocation - Growth | 9.95 | 9.13 |
| Stairway Tax-Managed Dynam Alloc-Growth | 9.92 | 9.10 |
