Domestic Value Equity | 1 year gross return | 1 year net return |
---|---|---|
Peak Capital Management Dividend Equity | 17.17 | 16.26 |
Federated Hermes Strategic Val Dividend | 9.34 | 8.57 |
Inspire Select Dividend Income | 8.40 | 8.04 |
GQG Partners US Quality Div Inc | 6.49 | 5.96 |
LIM US Equity Income Strategy | 2.95 | 5.15 |
SKBA Capital Value Opportunity | 5.96 | 5.00 |
Alpha Quant SmartALPHA® Defensive Val | 6.10 | 4.95 |
SKBA Capital Value Plus | 4.90 | 4.57 |
Logan Concentrated Value | 5.13 | 4.43 |
Newton Equity Income Management | 4.90 | 4.32 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023
Domestic Value Equity | 5 year gross return | 5 year net return |
---|---|---|
Longfellow Merger Arb | 11.24 | 17.58 |
Polaris Concentrated Value | 13.87 | 12.74 |
Donald Smith & Co. Sm-Cap Val Eq | 13.19 | 12.59 |
Bridgeway Small Cap Value | 12.74 | 12.16 |
Smead US Value Composite | 12.15 | 11.23 |
Putnam US Large Cap Value Concentrated | 11.46 | 11.11 |
Penn Capital Small Cap Value Equity | 11.60 | 11.10 |
Donaldson Rising Dividend Cornerstone | 11.88 | 10.95 |
Yacktman Focused Composite | 11.46 | 10.86 |
Donald Smith & Co. Micro Cap Val Eq | 12.11 | 10.81 |