| Global Balanced | 1 year gross return | 1 year net return |
|---|---|---|
| 3D ESG Equity | 32.74 | 32.09 |
| First Trust Balanced Closed-End Fund | 27.98 | 26.18 |
| Morgan Stanley Glbl Tactical Asset Alloc | 26.38 | 26.03 |
| WST All Equity | 27.49 | 25.04 |
| Innealta Global All Asset Opp Growth | 25.06 | 24.51 |
| Nuveen Real Asset Income | 23.89 | 22.85 |
| Sterling AS Growth (All Funds) | 22.42 | 22.21 |
| Ivy Asset Composite | 23.02 | 22.16 |
| First Quadrant Essential Beta | 21.61 | 21.23 |
| NorthCoast Diversified Growth | 21.83 | 21.03 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of February 18, 2020
| Global Balanced | 5 year gross return | 5 year net return |
|---|---|---|
| Morgan Stanley Glbl Tactical Asset Alloc | 9.22 | 8.90 |
| Innealta Global All Asset Opp Growth | 7.14 | 7.04 |
| Northern Trust NFP Passive Gr Mod Inc | 7.22 | 6.95 |
| Cadinha GPS60 | 7.62 | 6.93 |
| ICON - SBI Global Moderate | 8.30 | 6.92 |
| Nuveen Real Asset Income | 7.65 | 6.78 |
| First Eagle Global Value Equity | 7.58 | 6.77 |
| Innealta Global All Asset Opp Moderate | 6.66 | 6.58 |
| Thornburg Investment Income Builder Sep | 7.17 | 6.44 |
| DMAP Moderate Relative Return USD-H | 7.07 | 6.25 |
