Growth & Income Strategy returns
Performance I for taxable client ending 3/31/15
• CIOStrategies w/ U.S. Core Equity as U.S. Large Cap Vehicle Blended Benchmark ... Performance Gross of Fees
2014 2013 2012 2011 2010 2009 2008 2007 2006 2005
CIOStrategies - Growth and Income 4.37% 12.79% 12.03% -1.03% 11.33% 23/8% -23.04% 10.92% 11.78% 7.03%
Blended ... fees. The strategies above are for taxable
clients where hedge funds are suitable. The CIOStrategy model portfolios commenced on 1/1/05. Please note that returns for the CIOstrategy reflect