U.S. Stock | 1 year gross return | 1 year net return |
---|---|---|
Woodley Core Value Equity | 18.94 | 228.32 |
MFI Global Sector | 15.95 | 215.62 |
Mercury Demographic Growth | 63.17 | 61.82 |
Inspire Select Technology Sector | 58.19 | 58.19 |
Kayne Anderson Rudnick SC Quality Select | 54.05 | 52.20 |
Donald Smith & Co. Micro Cap Val Eq | 50.76 | 48.90 |
Donald Smith & Co. Md-Cap Val Eq | 48.90 | 48.53 |
Neuberger Berman Global Metaverse-ISA | 48.69 | 47.44 |
Donald Smith & Co. Sm-Cap Val Eq | 48.17 | 47.42 |
MIAM Concentrated Equity Value Strategy | 48.90 | 47.34 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023
U.S. Stock | 5 year gross return | 5 year net return |
---|---|---|
Woodley Core Value Equity | 9.87 | 33.83 |
MFI Global Sector | 4.85 | 27.08 |
Baron Focused Growth Strategy | 22.08 | 20.86 |
Donald Smith & Co. Sm-Cap Val Eq | 19.51 | 18.90 |
Longfellow Merger Arb | 11.89 | 18.18 |
Harvey Partners Small-Cap Opportunity | 19.03 | 17.88 |
Inspire Select Technology Sector | 16.67 | 16.67 |
Donald Smith & Co. Md-Cap Val Eq | 16.71 | 16.41 |
Baron Focused Select Strategy | 16.72 | 16.01 |
KBIGI Global Energy Transition Strategy | 16.55 | 15.57 |