Top performing managers by category: separate accounts, 3rd Quarter 2014


Large Blend1 year gross return1 year net return
PNC Cap Adv Lg Cap Adv Concentrated31.4530.46
JPMorgan Quantitative Enhanced Equity21.4229.22
Nuveen Concentrated Core SMA32.9429.10
Zacks Focus Growth26.2225.30
Triboro All Cap24.9524.95
SSgA Russell 1000 Index Plus Strategy24.2224.88
AJO Top Cap24.4124.09
Bowling Portfolio Mgt Lg-Cap Val25.1424.08
JPMCB U.S. Dynamic Plus Inv0.0023.98
TCW Concentrated Value24.5423.66
Source: Morningstar Separate Account/CIT Fund Database

Large Blend5 year gross return5 year net return
PIMCO Fundamental IndexPLUS Abs Return22.9321.98
PIMCO StocksPLUS Absolute Return20.9020.06
Triboro All Cap19.0319.03
TCW MetWest AlphaTrak18.9618.73
Smead Capital Appreciation19.4518.63
Glenmede Large Cap Equity18.8718.00
Jacobs Levy Large Cap (S&P 500)18.2717.71
The London Co. Large Cap18.3117.69
The London Co. Concentrated Large Cap18.4417.65
PIMCO StocksPlus18.5417.60
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend1 year gross return1 year net return
NB Rachlin Income Plus (PAM)30.8928.98
Janus Opportunistic Alpha26.1025.36
Affinity Midcap Equity24.2923.56
Glenmede Mid Cap Equity23.8022.60
Iridian Private Value/ Mid-Cap Equity23.7422.53
Golden Small Mid Cap Core (SMID)22.8821.99
First Trust Val Line #1 Timeliness Portf24.0721.65
Kennedy Mid-Cap Value22.0421.27
Janus Opportunistic Alpha MA (Retail)24.7421.12
Naylor & Company Core Composite23.6021.09
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend5 year gross return5 year net return
NB Rachlin Income Plus (PAM)27.9226.05
Naylor & Company Core Composite27.7625.09
SouthernSun SMID Cap Composite23.7423.06
Iridian Private Value/ Mid-Cap Equity21.4920.84
WCM Inv Mgt Smid-Cap Value19.7419.74
BRC Mid Cap Diversified Equity20.8419.70
QMA US Mid Cap Core Equity19.2718.63
Chicago Equity Mid Cap Core - Extended18.7318.59
Clarkston Capital Partners US Small Cap19.5418.58
Piedmont Optimized SMid Core18.9818.51
Source: Morningstar Separate Account/CIT Fund Database

Small Blend1 year gross return1 year net return
Affinity Small Cap Equity22.9322.21
HIS Upside Plus21.9620.47
WellsCap Select Equity19.8418.65
OFIPI Main Strt SMID Cap-Brgt Strt 52915.2815.28
Steinberg AM Smid-Cap Value Equity14.8913.93
Steinberg AM Small Cap Value14.0212.88
Wellington Small Cap Opportunities13.7312.68
ACI US Small Cap13.3012.30
Horizon Small Cap Institutional13.2812.15
Ariel Small Cap Value13.0611.93
Source: Morningstar Separate Account/CIT Fund Database

Small Blend5 year gross return5 year net return
SouthernSun Small Cap23.3822.33
Ironwood Inv Mgt Conc Small Cap Val22.8421.47
WellsCap Select Equity22.1020.91
NorthPointe Capital Micro Cap Value20.7920.29
BRC Small Cap Diversified Equity20.5219.15
Frontier Small Cap Value20.2319.10
Vulcan Value Partners Small Cap Stra20.1719.05
PNC Cap Adv Structured Sm Cap Core Eq20.0518.99
QMA US Small Cap Core Equity19.7118.94
Great Lakes - Disciplined SMidCap19.7018.88
Source: Morningstar Separate Account/CIT Fund Database

Large Growth1 year gross return1 year net return
Mazama Select Growth31.4730.29
Cookson All-Cap Equity28.4527.20
ASB Large Cap Growth Equity27.1926.44
Cognios Quantitative Large Cap Growth26.6026.39
Eaton Vance Focused Equity Research27.3526.37
Martingale LargeCap Growth26.4825.62
Biondo Focus Strategy26.7625.01
Mellon Cap Large Cap Growth Composite26.0024.93
Merlin Dynamic Growth26.0824.85
HIS Best Ideas26.3824.84
Source: Morningstar Separate Account/CIT Fund Database

Large Growth5 year gross return5 year net return
Sands Select Growth Equity22.2921.62
ClearBridge Aggressive Growth22.0621.17
ClearBridge Multi Cap Growth ESG23.9120.37
ClearBridge Multi Cap Growth ESG SMA23.8620.32
ClearBridge Multi Cap Growth SMA22.6619.14
JPMCB U.S. All Cap Growth Inv0.0018.93
Cookson All-Cap Equity20.2318.82
S&P Competitive Advantage19.0818.79
WellsCap Heritage All Cap Growth Equity19.7518.78
MFS Systematic Growth Eq19.5418.77
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth1 year gross return1 year net return
Husic Concentrated Growth32.0832.08
Confluence Value Opportunities30.5828.98
Husic SMid-Cap Growth26.3526.35
NBW Capital Growth & Income26.5225.32
PageOne Investors24.8723.17
Husic Classic Growth Equity22.7621.74
Mazama Mid Cap Growth21.4520.68
RIM MidCap Opportunity Portfolio18.7218.72
Revenue VTL Navellier Overall A-10019.2718.68
Curran Mid Cap Core Growth Equity19.4618.68
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth5 year gross return5 year net return
MDT Mid Cap Growth23.0821.88
NBW Capital Growth & Income22.0620.95
Pinnacle Concentrated SMID22.0220.82
Congress Asset Mgt Md-Cap Gr21.0620.41
Ranger Mid Cap Equity Focused20.1720.17
DF Dent Mid Cap Growth20.8120.11
Apex SMID Growth20.5719.43
Kirr Marbach & Company All Cap Equity20.4619.37
Alliance US SMID Cap Growth20.4619.33
PGI Mid-Cap Equity19.7619.21
Source: Morningstar Separate Account/CIT Fund Database

Small Growth1 year gross return1 year net return
Mazama Emerging Small Cap Growth29.8828.62
Mazama Small-Mid Cap Growth27.6926.67
Hodges Multi Cap Core26.3124.59
Husic Small Cap Growth Equity16.8416.84
AMI SMID Cap Growth Composite17.7816.33
Redwood Small Cap Growth Equity17.3016.22
Redwood Small Cap Growth ESG - SRI16.7815.83
Hodges Small Cap Core16.7415.10
AMI Small Cap Growth Composite16.6915.00
Boston Advisors Small Cap Growth Equity15.3514.32
Source: Morningstar Separate Account/CIT Fund Database

Small Growth5 year gross return5 year net return
First Light Health Care Composite25.6824.41
Granahan Inv Mgt - Sm Cap Focused Grth24.7023.70
Allianz US Ultra Micro Cap23.7822.43
Hodges Small Cap Core23.9422.22
AMI Small Cap Growth Composite24.0222.21
Granahan Inv Mgt Small Cap Discoveries22.3321.90
Rice Hall James Small Cap Opportunities22.6421.69
12th Street Small Cap Value22.7321.54
T. Rowe Price US Small-Cap Growth Equity22.1621.26
Essex Inv Mgt - Micro Cap Growth22.2721.07
Source: Morningstar Separate Account/CIT Fund Database

Large Value1 year gross return1 year net return
PIMCO StocksPLUS Long Duration33.7633.14
Snow Capital Mgt Focused Value29.6528.74
S&P Intrinsic Value26.6626.35
Acadian U.S. Equity Composite25.1624.56
Cognios Quantitative Large Cap Value23.7223.65
CornerCap Fundametrics Large24.3123.58
MFS Systematic Core Equity24.9623.55
Kennedy All Cap Value24.3823.53
Martingale LargeCap Core 20023.8723.02
First Citizens Structured Equity22.9522.95
Source: Morningstar Separate Account/CIT Fund Database

Large Value5 year gross return5 year net return
PIMCO StocksPLUS Long Duration24.9824.37
S&P Intrinsic Value21.5821.28
RIM High Income Dividend Yield Portfolio19.8919.89
S&P 419.3619.06
Brandywine Dynamic Large Cap Value19.7118.83
First Citizens Focused Structured Equity18.6618.66
Vulcan Value Partners Large Cap Value19.4918.60
Delaware Investments Lg-Cap Val Eq (SMA)18.5818.58
Delaware Lg-Cap Val Focus18.9518.44
S&P Dividend Income & Growth18.7018.40
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value1 year gross return1 year net return
AT Financial Advisors Corp Mid Cap Core32.0631.79
Donald Smith & Co. Lg-Cap Cncntrd Val Eq30.3029.63
RBC GAM Concentrated Mid Cap Value30.1829.03
Smith Graham Mid-Cap Value23.9523.01
Lyrical U.S. Value Equity - EQ25.2222.94
Brandywine Div Mid Cap Dedicated Val21.8020.91
AJO Mid Cap20.9920.74
Donald Smith & Co. Md-Cap Val Eq20.7320.45
Columbia Mid Cap Value21.3920.43
Martingale MidCap Core21.2520.42
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value5 year gross return5 year net return
Hotchkis & Wiley Value Opp Strgy21.4820.60
Hotchkis & Wiley Md-Cap Val21.4120.59
Lyrical U.S. Value Equity - EQ21.7619.71
Brandes U.S. Mid-Cap Value Equity20.1719.11
LSV Asset Mgt Md-Cap Val Eq19.5518.85
AJO Mid Cap18.9318.71
Smith Graham Mid-Cap Value19.5018.63
Boston Partners Mid-Cap Value Equity19.3218.60
Nuance Mid Cap Value Separate Account19.3318.36
AT Financial Advisors Corp Mid Cap Core18.8218.25
Source: Morningstar Separate Account/CIT Fund Database

Small Value1 year gross return1 year net return
DRS Value49.8548.46
Athena Dividend Income Equity21.4920.88
ZPR Fundamental Small Cap Value20.8619.64
Athena Pure Valuation Profitability18.3917.71
LSV Asset Mgt Small/Mid Cap Val Eq (US)17.6216.79
Kennedy SMID Cap Value17.2216.49
GlobeFlex U.S. Micro Cap Equity Cmpst16.8815.84
Hotchkis & Wiley Sm-Cap Val16.1015.33
MIS Small/Mid-Cap Equity16.9315.01
Analytic Small-Mid Cap Equity15.4014.86
Source: Morningstar Separate Account/CIT Fund Database

Small Value5 year gross return5 year net return
Analytic Small-Mid Cap Equity22.2421.25
GlobeFlex U.S. Micro Cap Equity Cmpst21.0720.00
Huber Small Cap Value21.1519.97
Snow Capital Mgt Small Cap Value Eq21.0219.86
Hotchkis & Wiley Sm-Cap Val20.5719.78
O'Shaughnessy Micro Cap21.2719.74
MDT Sm-Cap Val20.7519.57
Athena Pure Valuation Profitability20.2419.52
Cooke & Bieler Small Cap Value Equity20.2519.08
LSV Asset Mgt Small/Mid Cap Val Eq (US)19.5118.66
Source: Morningstar Separate Account/CIT Fund Database

Bear Market1 year gross return1 year net return
Optimus Global Advantage All Asset0.02-0.48
Optimus Global Advantage Plus-5.65-6.12
Leuthold AdvantHedge-12.74-13.60
Federated Alternative Bear Equity Comp-15.86-17.13
Source: Morningstar Separate Account/CIT Fund Database

Bear Market5 year gross return5 year net return
Federated Alternative Bear Equity Comp-13.95-15.24
Leuthold AdvantHedge-15.64-16.53
Optimus Global Advantage All Asset0.000.00
Optimus Global Advantage Plus0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Financial1 year gross return1 year net return
RevenueShares VTL Financial Index18.6718.08
Artisan Non-U.S. Growth SA7.136.17
Transamerica I-Series GTA Conservative3.751.92
Source: Morningstar Separate Account/CIT Fund Database

Financial5 year gross return5 year net return
RevenueShares VTL Financial Index12.1911.63
Artisan Non-U.S. Growth SA10.869.84
Transamerica I-Series GTA Conservative0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Health1 year gross return1 year net return
Financial Trust Health Value22.2720.76
Source: Morningstar Separate Account/CIT Fund Database

Health5 year gross return5 year net return
Financial Trust Health Value21.5820.07
Source: Morningstar Separate Account/CIT Fund Database

Natural Resources1 year gross return1 year net return
Geneva Advisors Natural Resources Cmpst9.448.40
Wellington Global Agriculture7.776.71
Cohen & Steers Natural Resources6.936.11
Sandhill Hard Asset7.035.94
Newgate Global Resources SMA Retail6.735.90
Newgate Global Resources6.735.90
Boston Global Natural Resources Equity6.315.47
Wellington Global Natural Resources4.443.40
IS - Beta Source4.823.30
CLS Active Real3.503.12
Source: Morningstar Separate Account/CIT Fund Database

Natural Resources5 year gross return5 year net return
Wellington Global Agriculture7.616.54
Sandhill Hard Asset7.106.06
Boston Global Natural Resources Equity6.265.44
Investec Global Natural Res Composite4.183.31
SSgA Multisource Active Commodity Strat3.512.83
Wellington Global Natural Resources2.791.77
Newgate Global Resources1.980.94
Newgate Global Resources SMA Retail1.420.48
SSgA Dow Jones-UBS Commodity TR Index-1.48-1.68
City of London Natural Resources-7.20-8.36
Source: Morningstar Separate Account/CIT Fund Database

Equity Precious Metals1 year gross return1 year net return
GAMCO Gold-4.89-5.85
AIS TAAP-7.92-8.80
WellsCap Precious Metals-10.39-11.25
Source: Morningstar Separate Account/CIT Fund Database

Equity Precious Metals5 year gross return5 year net return
AIS TAAP4.053.05
WellsCap Precious Metals-8.51-9.39
GAMCO Gold0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Real Estate1 year gross return1 year net return
American Assets Untd Cap Rl Estt Secs Fd22.0721.17
Cohen & Steers Realty Focus18.8117.73
Heitman Real Estate Secs Concen Strat17.2516.48
Chilton Capital REIT17.5216.46
Adelante Total Return Strategy16.3815.93
Wellington Real Estate Securities16.6015.71
LaSalle U.S. Real Estate Securities16.1215.44
Adelante Total Return Fund LLC16.4715.32
EII US REIT Strategy16.0115.13
Cornerstone U.S. REIT Total Return15.6815.10
Source: Morningstar Separate Account/CIT Fund Database

Real Estate5 year gross return5 year net return
Cohen & Steers Realty Focus19.2018.14
Brookfield US Value Income REIT18.7018.06
Real Estate Mgt Svcs Real Est Val Port17.9417.30
JPMCB U.S. Real Estate Securities Inv0.0017.20
CenterSquare REIT Separate Account17.6017.03
Chilton Capital REIT17.8516.88
Adelante Total Return Strategy17.3116.83
Heitman Real Estate Secs Concen Strat17.5016.70
Nuveen Real Estate Securities17.4516.63
LaSalle U.S. Real Estate Securities17.2716.57
Source: Morningstar Separate Account/CIT Fund Database

Technology1 year gross return1 year net return
Oak Associates Technology Portfolio21.2020.62
MFS Technology Equity19.4418.45
Zevenbergen Z/Tech16.6315.55
Allianz Global Technology Equity15.1113.92
Crabtree Multi-Cap Technology10.579.79
Princeton Young Enterprise Shares (YES)7.766.33
RS Technology Composite6.055.04
Private Capital Management Value Focus6.284.70
Source: Morningstar Separate Account/CIT Fund Database

Technology5 year gross return5 year net return
Zevenbergen Z/Tech23.9922.84
Crabtree Multi-Cap Technology18.8717.92
Allianz Global Technology Equity18.0016.95
MFS Technology Equity16.7015.76
Private Capital Management Value Focus17.1415.74
RS Technology Composite16.5915.05
Oak Associates Technology Portfolio15.4714.74
Princeton Young Enterprise Shares (YES)13.4011.91
Source: Morningstar Separate Account/CIT Fund Database

Utilities1 year gross return1 year net return
MFS Utilities Equity17.9517.19
Reaves Long Term Val(Util/Ener/Infrastr)17.4616.71
Miller/Howard – Utilities Plus17.2016.04
Cohen & Steers Global Infra Composite16.7815.54
Miller/Howard – Utilities Plus SMA17.6515.36
Miller/Howard Infrastructure15.8914.75
Levin Capital Strategies Utilities Yield15.8514.71
HIS Top 15 Utility13.4612.34
Source: Morningstar Separate Account/CIT Fund Database

Utilities5 year gross return5 year net return
Miller/Howard – Utilities Plus16.6115.46
MFS Utilities Equity15.4314.69
Miller/Howard – Utilities Plus SMA17.1213.93
Reaves Long Term Val(Util/Ener/Infrastr)14.4813.86
Miller/Howard Infrastructure13.8412.72
Cohen & Steers Global Infra Composite12.6111.23
Levin Capital Strategies Utilities Yield0.000.00
HIS Top 15 Utility0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Equity Energy1 year gross return1 year net return
NBC Energy Infrastructure Portfolio24.7124.10
Miller/Howard Drill Bit Burn Tipˆ®24.6723.45
Miller/Howard Drill Bit Burn Tipˆ® No K1s22.3221.12
Miller/Howard High-Yield Equity15.2314.10
Mitchell Long Only Energy10.059.27
Texan Capital Energy Equity Portfolio7.596.85
Miller/Howard E&P Institutional Strategy4.073.04
Orleans Energy Opportunities1.070.06
Source: Morningstar Separate Account/CIT Fund Database

Equity Energy5 year gross return5 year net return
NBC Energy Infrastructure Portfolio22.4421.84
Miller/Howard High-Yield Equity15.5214.38
Mitchell Long Only Energy11.4610.67
Texan Capital Energy Equity Portfolio9.438.64
Orleans Energy Opportunities9.118.03
Miller/Howard Drill Bit Burn Tipˆ®0.000.00
Miller/Howard Drill Bit Burn Tipˆ® No K1s0.000.00
Miller/Howard E&P Institutional Strategy0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Aggressive Allocation1 year gross return1 year net return
HIS Core Opportunities26.8925.34
Lyons Tactical Allocation Portfolio20.5918.69
Foy SELECTOR Aggressive Growth19.5417.99
Foy SELECTOR Growth18.2516.85
Dodge & Cox Balanced15.9915.99
Golub Group Equity Income17.0215.89
PageOne Founders17.4815.82
Rothschild U.S Balanced Taxable15.8315.21
Columbia Trust Balanced Fund0.0014.80
SIPCO Capital Appreciation Portfolio16.4114.75
Source: Morningstar Separate Account/CIT Fund Database

Aggressive Allocation5 year gross return5 year net return
Texas All Cap Growth17.4617.06
Dodge & Cox Balanced13.0513.05
HIS Core Opportunities14.2312.83
Hancock Horizon Aggressive Model12.6612.66
Wealthcare Growth13.7012.60
ASAP Aggressive Growth Strategy12.4412.44
Golub Group Equity Income13.4712.38
Destinations Aggressive Equity (NQ)12.4812.20
S&P Capital Appreciation Qual ETF EnhGr12.1311.97
MIS Agg Growth Strategy - Taxable-BNY13.6311.95
Source: Morningstar Separate Account/CIT Fund Database

Bank Loan1 year gross return1 year net return
Loomis Sayles Sr Floating Rate and FI6.535.98
3i US Senior Loan Composite5.334.74
Octagon Senior Secured Credit5.554.20
Columbia Bank Loan Strategy4.604.01
Babson U.S. Bank Loans4.463.94
Franklin Bank Loans Separate Acct Comp4.103.75
Shenkman Capital Mgt Bank Loan Composite4.233.72
Newfleet Senior Floating Rate Composite4.183.56
Voya Senior Loan4.053.54
T. Rowe Price Floating Rate Bank Loan3.873.36
Source: Morningstar Separate Account/CIT Fund Database

Bank Loan5 year gross return5 year net return
3i US Senior Loan Composite8.307.20
Columbia Bank Loan Strategy7.717.12
Voya Senior Loan7.226.65
PGI Bank Loans7.006.50
Franklin Bank Loans Separate Acct Comp6.796.42
Eaton Vance Mgt Senior Secured Floating6.866.36
Babson U.S. Bank Loans6.816.28
Newfleet Senior Floating Rate Composite6.826.18
Stone Harbor Leveraged Loans6.376.04
Lord Abbett & Co. Bank Loan6.735.95
Source: Morningstar Separate Account/CIT Fund Database

Small Value1 year gross return1 year net return
DRS Value49.8548.46
Athena Dividend Income Equity21.4920.88
ZPR Fundamental Small Cap Value20.8619.64
Athena Pure Valuation Profitability18.3917.71
LSV Asset Mgt Small/Mid Cap Val Eq (US)17.6216.79
Kennedy SMID Cap Value17.2216.49
GlobeFlex U.S. Micro Cap Equity Cmpst16.8815.84
Hotchkis & Wiley Sm-Cap Val16.1015.33
MIS Small/Mid-Cap Equity16.9315.01
Analytic Small-Mid Cap Equity15.4014.86
Source: Morningstar Separate Account/CIT Fund Database

Small Value5 year gross return5 year net return
Analytic Small-Mid Cap Equity22.2421.25
GlobeFlex U.S. Micro Cap Equity Cmpst21.0720.00
Huber Small Cap Value21.1519.97
Snow Capital Mgt Small Cap Value Eq21.0219.86
Hotchkis & Wiley Sm-Cap Val20.5719.78
O'Shaughnessy Micro Cap21.2719.74
MDT Sm-Cap Val20.7519.57
Athena Pure Valuation Profitability20.2419.52
Cooke & Bieler Small Cap Value Equity20.2519.08
LSV Asset Mgt Small/Mid Cap Val Eq (US)19.5118.66
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value1 year gross return1 year net return
AT Financial Advisors Corp Mid Cap Core32.0631.79
Donald Smith & Co. Lg-Cap Cncntrd Val Eq30.3029.63
RBC GAM Concentrated Mid Cap Value30.1829.03
Smith Graham Mid-Cap Value23.9523.01
Lyrical U.S. Value Equity - EQ25.2222.94
Brandywine Div Mid Cap Dedicated Val21.8020.91
AJO Mid Cap20.9920.74
Donald Smith & Co. Md-Cap Val Eq20.7320.45
Columbia Mid Cap Value21.3920.43
Martingale MidCap Core21.2520.42
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value5 year gross return5 year net return
Hotchkis & Wiley Value Opp Strgy21.4820.60
Hotchkis & Wiley Md-Cap Val21.4120.59
Lyrical U.S. Value Equity - EQ21.7619.71
Brandes U.S. Mid-Cap Value Equity20.1719.11
LSV Asset Mgt Md-Cap Val Eq19.5518.85
AJO Mid Cap18.9318.71
Smith Graham Mid-Cap Value19.5018.63
Boston Partners Mid-Cap Value Equity19.3218.60
Nuance Mid Cap Value Separate Account19.3318.36
AT Financial Advisors Corp Mid Cap Core18.8218.25
Source: Morningstar Separate Account/CIT Fund Database

Large Value1 year gross return1 year net return
PIMCO StocksPLUS Long Duration33.7633.14
Snow Capital Mgt Focused Value29.6528.74
S&P Intrinsic Value26.6626.35
Acadian U.S. Equity Composite25.1624.56
Cognios Quantitative Large Cap Value23.7223.65
CornerCap Fundametrics Large24.3123.58
MFS Systematic Core Equity24.9623.55
Kennedy All Cap Value24.3823.53
Martingale LargeCap Core 20023.8723.02
First Citizens Structured Equity22.9522.95
Source: Morningstar Separate Account/CIT Fund Database

Large Value5 year gross return5 year net return
PIMCO StocksPLUS Long Duration24.9824.37
S&P Intrinsic Value21.5821.28
RIM High Income Dividend Yield Portfolio19.8919.89
S&P 419.3619.06
Brandywine Dynamic Large Cap Value19.7118.83
First Citizens Focused Structured Equity18.6618.66
Vulcan Value Partners Large Cap Value19.4918.60
Delaware Investments Lg-Cap Val Eq (SMA)18.5818.58
Delaware Lg-Cap Val Focus18.9518.44
S&P Dividend Income & Growth18.7018.40
Source: Morningstar Separate Account/CIT Fund Database

Small Growth1 year gross return1 year net return
Mazama Emerging Small Cap Growth29.8828.62
Mazama Small-Mid Cap Growth27.6926.67
Hodges Multi Cap Core26.3124.59
Husic Small Cap Growth Equity16.8416.84
AMI SMID Cap Growth Composite17.7816.33
Redwood Small Cap Growth Equity17.3016.22
Redwood Small Cap Growth ESG - SRI16.7815.83
Hodges Small Cap Core16.7415.10
AMI Small Cap Growth Composite16.6915.00
Boston Advisors Small Cap Growth Equity15.3514.32
Source: Morningstar Separate Account/CIT Fund Database

Small Growth5 year gross return5 year net return
First Light Health Care Composite25.6824.41
Granahan Inv Mgt - Sm Cap Focused Grth24.7023.70
Allianz US Ultra Micro Cap23.7822.43
Hodges Small Cap Core23.9422.22
AMI Small Cap Growth Composite24.0222.21
Granahan Inv Mgt Small Cap Discoveries22.3321.90
Rice Hall James Small Cap Opportunities22.6421.69
12th Street Small Cap Value22.7321.54
T. Rowe Price US Small-Cap Growth Equity22.1621.26
Essex Inv Mgt - Micro Cap Growth22.2721.07
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth1 year gross return1 year net return
Husic Concentrated Growth32.0832.08
Confluence Value Opportunities30.5828.98
Husic SMid-Cap Growth26.3526.35
NBW Capital Growth & Income26.5225.32
PageOne Investors24.8723.17
Husic Classic Growth Equity22.7621.74
Mazama Mid Cap Growth21.4520.68
RIM MidCap Opportunity Portfolio18.7218.72
Revenue VTL Navellier Overall A-10019.2718.68
Curran Mid Cap Core Growth Equity19.4618.68
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth5 year gross return5 year net return
MDT Mid Cap Growth23.0821.88
NBW Capital Growth & Income22.0620.95
Pinnacle Concentrated SMID22.0220.82
Congress Asset Mgt Md-Cap Gr21.0620.41
Ranger Mid Cap Equity Focused20.1720.17
DF Dent Mid Cap Growth20.8120.11
Apex SMID Growth20.5719.43
Kirr Marbach & Company All Cap Equity20.4619.37
Alliance US SMID Cap Growth20.4619.33
PGI Mid-Cap Equity19.7619.21
Source: Morningstar Separate Account/CIT Fund Database

Large Growth1 year gross return1 year net return
Mazama Select Growth31.4730.29
Cookson All-Cap Equity28.4527.20
ASB Large Cap Growth Equity27.1926.44
Cognios Quantitative Large Cap Growth26.6026.39
Eaton Vance Focused Equity Research27.3526.37
Martingale LargeCap Growth26.4825.62
Biondo Focus Strategy26.7625.01
Mellon Cap Large Cap Growth Composite26.0024.93
Merlin Dynamic Growth26.0824.85
HIS Best Ideas26.3824.84
Source: Morningstar Separate Account/CIT Fund Database

Large Growth5 year gross return5 year net return
Sands Select Growth Equity22.2921.62
ClearBridge Aggressive Growth22.0621.17
ClearBridge Multi Cap Growth ESG23.9120.37
ClearBridge Multi Cap Growth ESG SMA23.8620.32
ClearBridge Multi Cap Growth SMA22.6619.14
JPMCB U.S. All Cap Growth Inv0.0018.93
Cookson All-Cap Equity20.2318.82
S&P Competitive Advantage19.0818.79
WellsCap Heritage All Cap Growth Equity19.7518.78
MFS Systematic Growth Eq19.5418.77
Source: Morningstar Separate Account/CIT Fund Database

Small Blend1 year gross return1 year net return
Affinity Small Cap Equity22.9322.21
HIS Upside Plus21.9620.47
WellsCap Select Equity19.8418.65
OFIPI Main Strt SMID Cap-Brgt Strt 52915.2815.28
Steinberg AM Smid-Cap Value Equity14.8913.93
Steinberg AM Small Cap Value14.0212.88
Wellington Small Cap Opportunities13.7312.68
ACI US Small Cap13.3012.30
Horizon Small Cap Institutional13.2812.15
Ariel Small Cap Value13.0611.93
Source: Morningstar Separate Account/CIT Fund Database

Small Blend5 year gross return5 year net return
SouthernSun Small Cap23.3822.33
Ironwood Inv Mgt Conc Small Cap Val22.8421.47
WellsCap Select Equity22.1020.91
NorthPointe Capital Micro Cap Value20.7920.29
BRC Small Cap Diversified Equity20.5219.15
Frontier Small Cap Value20.2319.10
Vulcan Value Partners Small Cap Stra20.1719.05
PNC Cap Adv Structured Sm Cap Core Eq20.0518.99
QMA US Small Cap Core Equity19.7118.94
Great Lakes - Disciplined SMidCap19.7018.88
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend1 year gross return1 year net return
NB Rachlin Income Plus (PAM)30.8928.98
Janus Opportunistic Alpha26.1025.36
Affinity Midcap Equity24.2923.56
Glenmede Mid Cap Equity23.8022.60
Iridian Private Value/ Mid-Cap Equity23.7422.53
Golden Small Mid Cap Core (SMID)22.8821.99
First Trust Val Line #1 Timeliness Portf24.0721.65
Kennedy Mid-Cap Value22.0421.27
Janus Opportunistic Alpha MA (Retail)24.7421.12
Naylor & Company Core Composite23.6021.09
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend5 year gross return5 year net return
NB Rachlin Income Plus (PAM)27.9226.05
Naylor & Company Core Composite27.7625.09
SouthernSun SMID Cap Composite23.7423.06
Iridian Private Value/ Mid-Cap Equity21.4920.84
WCM Inv Mgt Smid-Cap Value19.7419.74
BRC Mid Cap Diversified Equity20.8419.70
QMA US Mid Cap Core Equity19.2718.63
Chicago Equity Mid Cap Core - Extended18.7318.59
Clarkston Capital Partners US Small Cap19.5418.58
Piedmont Optimized SMid Core18.9818.51
Source: Morningstar Separate Account/CIT Fund Database

Large Blend1 year gross return1 year net return
PNC Cap Adv Lg Cap Adv Concentrated31.4530.46
JPMorgan Quantitative Enhanced Equity21.4229.22
Nuveen Concentrated Core SMA32.9429.10
Zacks Focus Growth26.2225.30
Triboro All Cap24.9524.95
SSgA Russell 1000 Index Plus Strategy24.2224.88
AJO Top Cap24.4124.09
Bowling Portfolio Mgt Lg-Cap Val25.1424.08
JPMCB U.S. Dynamic Plus Inv0.0023.98
TCW Concentrated Value24.5423.66
Source: Morningstar Separate Account/CIT Fund Database

Large Blend5 year gross return5 year net return
PIMCO Fundamental IndexPLUS Abs Return22.9321.98
PIMCO StocksPLUS Absolute Return20.9020.06
Triboro All Cap19.0319.03
TCW MetWest AlphaTrak18.9618.73
Smead Capital Appreciation19.4518.63
Glenmede Large Cap Equity18.8718.00
Jacobs Levy Large Cap (S&P 500)18.2717.71
The London Co. Large Cap18.3117.69
The London Co. Concentrated Large Cap18.4417.65
PIMCO StocksPlus18.5417.60
Source: Morningstar Separate Account/CIT Fund Database

Long/Short Equity1 year gross return1 year net return
QMA US Core Equity Extended26.8526.02
TAMP US Tactical ETF L/S - PULSE23.9322.41
TAMP US Tactical ETF L/S – PULSE UMA21.2820.59
F-Squared Dynamic AlphaSector Index20.2519.31
Husic Classic Hedge18.9016.97
Turner Global Medical Sciences Equity18.6116.78
Acadian Global Leveraged Market Neutral23.3216.63
Cinque Partners Large Cap Buy-Write17.5216.52
Kalo Capital Em Gr with Reduced Volatil18.2814.82
Westport Absolute Total Return Strategy16.1514.72
Source: Morningstar Separate Account/CIT Fund Database

Long/Short Equity5 year gross return5 year net return
QMA US Core Equity Extended18.7818.01
TAMP US Tactical ETF L/S – PULSE UMA18.5117.59
Westport Absolute Total Return Strategy18.2016.25
Connors Hedged Equities13.9612.85
SaratogaRIM Global GARP Plus12.3711.26
Cinque Partners Large Cap Buy-Write12.2111.23
Gateway Equity Premium Income11.5810.79
BostonPartners Research Equity Composite11.5310.16
Epoch Global Absolute Return11.5010.09
Robinson Market Opportunity10.879.99
Source: Morningstar Separate Account/CIT Fund Database

Leveraged Net Long1 year gross return1 year net return
Hillsdale US 130 30 Composite26.8825.95
Martingale 130/30 LargeCap Growth26.7125.78
SIPCO Global Macro Portfolio26.4824.82
AQR Capital US Relaxed Constraint 4025.0824.11
JPMCB U.S. Research Plus Fund Inv0.0023.07
Chicago Equity Large Cap 130/3023.6022.87
Glenmede Large Cap 130/3023.6122.70
JPMCB U.S. Active Core Plus Equity Inv0.0022.14
Martingale 130/30 LargeCap Core 50022.8421.94
Martingale 130/30 LargeCap Value22.4221.52
Source: Morningstar Separate Account/CIT Fund Database

Leveraged Net Long5 year gross return5 year net return
ValueWorks Long-Biased Strategy25.2918.97
AQR Capital US Relaxed Constraint 4019.1718.20
Hillsdale US 130 30 Composite18.7317.81
MFSˆ® Blended Rsrch - US Cor Eq Extension18.3217.32
AJO Large Cap - Absolute Value 130/3017.7417.31
Glenmede Large Cap 130/3017.8216.95
Martingale 130/30 LargeCap Growth17.7716.90
Chicago Equity Large Cap 130/3017.5616.87
JPMCB U.S. Active Core Plus Equity Inv0.0016.84
Martingale Low Volatility 130/30 LC+17.6716.81
Source: Morningstar Separate Account/CIT Fund Database

Market Neutral1 year gross return1 year net return
ArbitrOption Cptl Event-Driven Investing21.1516.85
Copeland Risk Managed Dividend Growth17.0615.92
Cognios Capital Market Neutral Large Cap14.6912.86
Invesco US Market Neutral Equity9.659.65
Swan Defined Risk Strategy9.899.35
Swan Defined Risk Strategy All Accounts9.859.30
Martingale Equity Market Neutral8.267.19
Della Parola Tactical Income Strategy7.756.68
SSgA U.S. Equity Market Neutral Strategy6.264.94
Partnervest Adv Svcs STAR III - Alpha6.374.59
Source: Morningstar Separate Account/CIT Fund Database

Market Neutral5 year gross return5 year net return
ArbitrOption Cptl Event-Driven Investing41.7338.30
Swan Defined Risk Strategy7.416.55
Swan Defined Risk Strategy All Accounts7.436.48
SSI Convertible Income5.434.37
Partnervest Adv Svcs STAR III - Alpha4.763.63
PanAgora Dynamic Global Market Neutral4.233.52
Invesco US Market Neutral Equity3.883.16
GAM Absolute Return Bond Strategy3.592.70
American Century US Discp Eq Mkt Neutral4.262.62
Analytic USMN Systematic Volatility3.242.16
Source: Morningstar Separate Account/CIT Fund Database

World Stock1 year gross return1 year net return
Brookfield Glbl Infrastructure Sec Strat24.2723.57
Brookfield Glbl Infras Sec Strat ex-MLP23.0422.48
DLS Global Equity23.6322.43
Thornburg Global Equity Fund0.0022.19
Morgan Stanley Global Opportunity23.8422.07
Westport Multi-Cap Equity Focused23.3122.07
Thornburg Global Opportunities Strategy22.7121.79
TRC Global Core Equity21.5121.04
Renaissance Global Growth20.3719.77
Mittleman Global Value20.3418.84
Source: Morningstar Separate Account/CIT Fund Database

World Stock5 year gross return5 year net return
Mittleman Global Value39.1137.13
Brookfield Glbl Infrastructure Sec Strat23.3822.54
ZPR Global Equity23.4621.50
DSM Global Focus Equity19.4718.34
Brookfield Glbl Infras Sec Strat ex-MLP18.7018.08
Sands Global Growth Eqty17.7516.79
Morgan Stanley Global Opportunity17.7916.12
Horizon Research Select Instl17.2216.05
Franchise Partners - Global Equity17.0116.04
Horizon Strategic Value Investment Instl16.9115.75
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Value1 year gross return1 year net return
LA Capital Europe Equity17.1216.40
Acadian ADR Non-U.S. Equity Composite15.5114.62
AAM Non-US ADR Eq (Model/Envestnet)15.2213.48
Wellington Global Perspectives13.5012.47
Perkins Global Value12.3511.68
Del Rey Global Equity11.3411.03
MIS Foreign Equity Select Stock Basket12.6010.75
Epoch GESHY ADR - SMA Wrap13.7110.40
Wellington Global Value11.0410.24
BHMS Non-U.S. Value Equity10.679.97
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Value5 year gross return5 year net return
Wellington Global Perspectives16.9615.92
Polaris Capital Mgt Polaris Intl Eq12.6011.86
Perkins Global Value12.1311.44
Newton Capital Mgt Global Higher Income12.0611.34
LA Capital Europe Equity11.5610.86
TS&W International Equity11.1310.57
Lombardia International Equity11.0210.35
Causeway Capital Mgt Intl Val Eq10.599.95
Acadian ADR Non-U.S. Equity Composite10.679.84
Wellington Global Value10.539.71
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Blend1 year gross return1 year net return
Dorsey Wright Sys Reltv Strength Intl39.3937.26
Financial Trust Asia ValueMomentum29.7028.09
Financial Trust Intl ValueMomentum19.3817.91
Navigator International Equity ADR16.0614.81
INTECH Global Enhanced Index13.8013.41
Henry James International Select Equity15.2312.96
Fiduciary Mgt of Milwaukee Intl Comp12.8412.01
Renaissance International11.0810.40
Analytic Investors Global Low Volatility10.6910.39
Brown Capital International Equity Svc10.9510.39
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Blend5 year gross return5 year net return
Dorsey Wright Sys Reltv Strength Intl18.0716.15
Henry James International Select Equity16.5414.91
Financial Trust Intl ValueMomentum14.6413.21
BMO Disciplined International Equity12.4211.52
Navigator International Equity ADR12.7311.51
Harris Assoc. International11.7510.95
Federated EAFE Equity Composite11.5810.76
Burgundy EAFE Composite11.5910.75
Lazard International Strategic Equity11.3910.69
Financial Trust Asia ValueMomentum12.0510.66
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Growth1 year gross return1 year net return
Vontobel Asset Mgt Far East Equity17.5215.58
Symmetric Prism Grid14.0412.73
AllianceBernstein Concentrated Global Gr13.0512.03
Fayez Sarofim & Co. Global Equity11.7211.48
Davis Global11.9311.36
Pinnacle International ADR11.2710.17
WHV Global Equity11.1010.07
Martin Inv Mgt Tortue Capital11.1010.04
McKinley Capital Intl Non-U.S. Growth10.109.49
Gavekal Knowledge Leaders9.248.67
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Growth5 year gross return5 year net return
Nuveen Global Growth ORD Compost14.7213.82
Fayez Sarofim & Co. Global Equity13.4113.18
Gavekal Knowledge Leaders12.6112.12
AllianceBernstein Concentrated Global Gr12.9011.71
Martin Inv Mgt Tortue Capital12.7311.65
WCM Inv Mgt Focused Growth Intl12.3811.63
Davis Global11.9611.37
WCM Focused Growth International ADR12.0911.31
William Blair International Leaders11.9711.02
Turner Inv International Growth Equity12.1010.94
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Value1 year gross return1 year net return
Acadian Frontier Markets Equity Compst26.4924.66
Validea International Value19.2217.27
Schroders QEP Global (Ex US) Value6.4511.71
GlobeFlex International Small Cap12.5511.62
Ativo International ADR13.4711.02
Wellington Intl Contrarian Value11.2810.36
Brandes International Small Cap Eq10.529.59
Lee Munder Capital Group Int'l Sm Cap Eq10.509.47
ClearBridge International Small Cap10.489.40
Advisory Research Intl Small Cap Value10.709.29
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Value5 year gross return5 year net return
Denver Inv Concentrated Intl Small-Cap15.1813.84
Brandes International Small Cap Eq14.2013.22
GlobeFlex International Micro Cap Cmpst14.1513.14
Philadelphia Intl LP Small Cap Intl Eq13.3712.91
Denver Inv International Small-Cap14.1812.80
Acadian Frontier Markets Equity Compst13.8112.13
Acadian Non-U.S. Small-Cap Equity Compst12.6811.84
The Boston International Small Cap Eq12.7211.68
Templeton Intl Sm Cap Eq12.2711.50
LSV Asset Mgt Intl Sm-Cap Val Eq12.3611.30
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Growth1 year gross return1 year net return
SP Global Concentrated BRI21.0018.95
EAM Emerging Markets Small Cap18.0216.57
EAM International Small Cap15.3014.16
Navellier International Select15.2312.96
Oberweis Intl Opportunities12.2811.28
Pinnacle International Small Cap Equity12.0810.70
OFI Global International Small Cap11.2510.33
Copper Rock International Small Cap9.718.63
TCW International Small Cap9.428.32
Batterymarch ACWI ex-US Small Cap Equity8.797.71
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Growth5 year gross return5 year net return
Oberweis Intl Opportunities21.8420.68
OFI Global International Small Cap17.3216.35
Wasatch International Small Cap Growth16.3715.02
Navellier International Select16.5414.91
Driehaus International Small Cap Gr13.7612.31
Batterymarch ACWI ex-US Small Cap Equity13.3912.27
Baring International Small Cap Equity13.0412.08
Pinnacle International Small Cap Equity13.2911.88
MFSˆ® International Small Cap Equity12.4711.40
T. Rowe Price International Small-Cap Eq12.3811.33
Source: Morningstar Separate Account/CIT Fund Database

Latin America Stock1 year gross return1 year net return
Financial Trust Latin Value Momentum13.2011.80
Itau Latin America Equity2.811.90
Mercator EAFE Plus Composite1.731.20
Morgan Stanley Latin America Equity-1.03-1.34
T. Rowe Price Latin America Equity-2.22-3.06
Ashmore Latin America Small Cap Equity-5.31-6.86
Appleton Group Americas-7.36-7.36
Mirae Brazil Sector Leader Equity-13.60-14.47
Source: Morningstar Separate Account/CIT Fund Database

Latin America Stock5 year gross return5 year net return
Financial Trust Latin Value Momentum10.889.51
Ashmore Latin America Small Cap Equity8.006.38
Mercator EAFE Plus Composite5.615.05
Itau Latin America Equity5.694.98
Morgan Stanley Latin America Equity1.991.64
T. Rowe Price Latin America Equity-0.02-0.87
Mirae Brazil Sector Leader Equity-7.00-7.93
Appleton Group Americas0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Europe Stock1 year gross return1 year net return
INTECH European Large Cap Core16.0815.46
Acadian European Equity Composite10.759.94
ICAP Euro Select Equity9.429.13
Oechsle Diversified Europe Equity8.747.77
SSgA Europe Alpha Strategy8.287.48
PGI European Equity8.017.44
SSgA Europe ex-UK Alpha Strategy7.417.41
BNP Paribas Europe Mid Cap6.806.06
Lazard European Equity Select ADR SMA9.296.00
Newton Capital Mgt Pan European Eq5.404.88
Source: Morningstar Separate Account/CIT Fund Database

Europe Stock5 year gross return5 year net return
T. Rowe Price Europe Smaller Comp Equity13.2912.45
Baillie Gifford UK Equity Alpha12.9012.16
Burgundy European Equity Composite12.7611.64
Pictet Small Cap European Core Comp12.1411.37
Europe ex-UK Equities11.0910.36
T. Rowe Price Europe Equity10.459.88
Vontobel Asset Mgt European Equity11.149.83
NS Partners European Equity Composite10.239.62
Putnam European Core Equity10.229.34
MFSˆ® European Research Equity9.939.20
Source: Morningstar Separate Account/CIT Fund Database

Japan Stock1 year gross return1 year net return
Burgundy Asian (All Cap) Composite13.0811.97
Burgundy Focus Asian Composite8.567.75
Brandes Japan Equity6.195.35
Tradewinds Japan Equity5.054.22
Acadian Japanese Equity Composite4.123.34
MFSˆ® Japan Equity2.361.66
Baillie Gifford Japan Growth1.941.28
Japanese All Cap1.350.69
T. Rowe Price Japan Equity0.55-0.06
JPMCB Nippon Neutral Fund Inv0.00-0.10
Source: Morningstar Separate Account/CIT Fund Database

Japan Stock5 year gross return5 year net return
Japanese All Cap10.9710.25
Burgundy Focus Asian Composite9.318.46
Acadian Japanese Equity Composite9.178.37
Burgundy Asian (All Cap) Composite9.578.20
T. Rowe Price Japan Equity8.668.01
PGI Japanese Equity7.216.57
MFSˆ® Japan Equity6.796.05
Brandes Japan Equity6.305.45
Lazard Japanese Equity5.274.83
Tradewinds Japan Equity5.034.19
Source: Morningstar Separate Account/CIT Fund Database

Pacific/Asia ex-Japan Stk1 year gross return1 year net return
Brandes Asia Pacific ex-Japan Equity24.7423.42
Baillie Gifford Asia ex Japan Equities20.6919.90
Mirae Asia Pacific Consumer Sector Eq15.7614.62
Mirae Asia Pacific Growth Equity13.9912.87
Mirae Asia Pacific Sector Leader Equity13.6712.55
T. Rowe Price Asia ex-Japan Equity11.9711.05
Morgan Stanley Asia Equity10.7010.43
Allianz Asia-Pfc ex Japan Eq (Core Reg)11.3610.42
Batterymarch Pacific Equity Portfolio11.4810.38
Havenport (Asia Ex Japan)- Composite11.0510.22
Source: Morningstar Separate Account/CIT Fund Database

Pacific/Asia ex-Japan Stk5 year gross return5 year net return
Brandes Asia Pacific ex-Japan Equity17.0315.76
Mirae Asia Pacific Consumer Sector Eq15.1414.01
Horizon Asia Institutional14.0712.93
Baillie Gifford Asia ex Japan Equities13.0112.27
Investec 4Factor Asia Pacific ex Jap Eq10.689.96
T. Rowe Price Asia ex-Japan Equity10.229.29
PGI Asia ex-Japan Equity8.938.49
Morgan Stanley Asia Equity7.977.70
MFSˆ® Asia Pacific ex Japan8.157.30
MFSˆ® Asia ex Japan Equity8.147.29
Source: Morningstar Separate Account/CIT Fund Database

Diversified Pacific/Asia1 year gross return1 year net return
ZPR All Asian18.7017.19
Allianz Total Return Asia Equity17.4415.14
WellsCap Asia Pacific Equity10.109.23
Oberweis Asia Opport8.267.01
Templeton Asia Pacific Eq5.464.86
Accuvest Asian Advantage4.734.55
GAM Asia-Pacific Equity4.764.28
Sit Inv Pac Basin4.083.15
Natixis / AIA Mgd ETF - China2.721.69
Appleton Group Asia0.590.59
Source: Morningstar Separate Account/CIT Fund Database

Diversified Pacific/Asia5 year gross return5 year net return
ZPR All Asian29.4227.53
Templeton Asia Pacific Eq10.7010.22
WellsCap Asia Pacific Equity10.019.13
Allianz Total Return Asia Equity10.148.10
Oberweis Asia Opport9.288.03
GAM Asia-Pacific Equity6.786.08
Sit Inv Pac Basin6.645.69
Natixis / AIA Mgd ETF - China5.224.04
Accuvest Asian Advantage0.000.00
Appleton Group Asia0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Diversified Emerging Mkts1 year gross return1 year net return
Ashmore EM Middle East Equity51.1948.72
GlobeFlex Frontier All Cap Equity Cmpst29.8027.89
WB&C Emerging Markets Small Cap Growth26.2124.85
Morgan Stanley Frontier Emerging Markets26.9224.74
Ashmore EM Frontier Markets Equity23.8421.52
Ashmore EM Frontier Africa Equity18.8917.13
QMA Emerging Markets Small Cap Equity17.9316.77
SSGA Active Emerging Markets Sm Cp Strat17.9316.71
Victory Emerging Markets Small Cap Comp15.0314.91
Acadian Emerging Markets Small-Cap Comp16.2914.84
Source: Morningstar Separate Account/CIT Fund Database

Diversified Emerging Mkts5 year gross return5 year net return
Ashmore EM Middle East Equity18.4616.67
SSGA Active Emerging Markets Sm Cp Strat15.0513.86
Driehaus Emerging Mkt Small Cap Gr13.8112.54
Victory Emerging Markets Small Cap Comp13.5812.43
Morgan Stanley Frontier Emerging Markets14.0111.86
Ashmore EM Frontier Africa Equity13.2511.57
Vontobel Asset Mgt Emg Mkts Eq12.1710.92
WellsCap Emerging Markets Equity Income11.129.93
OFI Global Emerging Markets Equity10.159.24
Ashmore EM Global Small Cap Equity10.689.10
Source: Morningstar Separate Account/CIT Fund Database

Global Real Estate1 year gross return1 year net return
Morgan Stanley Glbl Infrastructure Sec22.8821.53
Cohen & Steers European Real Estate Secs14.6313.55
Brookfield Global Real Estate Secrt (L)13.7513.11
Heitman Global Diversified Strategy12.6912.06
Third Avenue Real Estate Value Equity13.2712.03
Duff&Phelps Glbl Real Estate Securities12.8811.98
Brookfield Glbl Rl Estt Secs Alpha Strat12.5311.84
PGI Core Real Estate Property12.5911.31
LaSalle Global Real Estate Securities11.3210.55
Duff & Phelps Intl Real Estate Secs10.379.43
Source: Morningstar Separate Account/CIT Fund Database

Global Real Estate5 year gross return5 year net return
Brookfield Global Real Estate Secrt (L)15.2814.59
Heitman Global Focused Strategy14.5513.99
Duff&Phelps Glbl Real Estate Securities14.5513.62
Heitman Global Diversified Strategy14.2913.61
Brookfield Glbl Rl Estt Secs Alpha Strat14.1813.34
Adelante Global Strategy14.0413.22
PGI Global Real Estate Securities13.0712.37
Presima Concentrated Composite12.3012.25
Third Avenue Real Estate Value Equity13.3812.11
LaSalle Global Real Estate Securities12.7411.93
Source: Morningstar Separate Account/CIT Fund Database

World Bond1 year gross return1 year net return
BGIM Canada Global Opportunistic F/I13.6613.15
GMO Currency Hedged Int’l Bond Strategy12.5912.13
Standish Euroland - € Hedged11.6211.44
Western Asset Mgt Euro Core Full Discr10.7910.76
PGI Global Credit Opportunities10.8810.27
Goldman Sachs European Fix-Inc (Eur Agg)10.5710.26
Newfleet Global Multi-Sector Income11.349.85
WellsCap FIA Global FI (USD Hedged)9.649.15
Oechsle International Fixed Income9.679.13
PIMCO Non US Hedged9.559.02
Source: Morningstar Separate Account/CIT Fund Database

World Bond5 year gross return5 year net return
JPMCB International Rates Fund Inv0.0010.54
Newgate Total Return Income10.219.43
Stone Harbor Glbl High Yield Comp 70/309.699.21
Templeton Global Multisector Plus Comp9.999.12
GMO Currency Hedged Int’l Bond Strategy9.358.91
Stone Harbor Global High Yield 50/509.138.69
PIMCO Diversified Income9.008.23
Muzinich & Co., Glbl High Yld8.747.55
Brandywine Global Opportun Fxd Inc8.007.52
PIMCO Non US Hedged7.877.36
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond1 year gross return1 year net return
TCW Opportunistic MBS11.1810.40
Brandywine Global Credit11.019.91
Loomis Sayles High Yield Full Discretion10.079.66
Pyramis High Yield CMBS Composite10.469.64
Northern Trust High Yield10.159.60
Morgan Stanley U.S. High Yield10.309.37
NCRAM Hi Yld Tol Ret Instl (HYTRIC)9.549.00
Strategic Income Mmgt SiM High Yld Instl9.238.78
Lord Abbett & Co. High Yld9.648.62
Oaktree European High Yield Bonds9.168.60
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond5 year gross return5 year net return
Pyramis High Yield CMBS Composite16.8315.97
TCW Opportunistic MBS15.0414.20
NCRAM Hi Yld Tol Ret Instl (HYTRIC)14.1613.60
DCM High Yield13.4412.88
Federated Opportunistic High Yield Comp13.0712.51
Hotchkis & Wiley High Yield12.4911.95
DDJ High Yield Composite12.5111.88
Manulife AM US High Yield Fixed Income12.3811.83
Loomis Sayles High Yield Full Discretion12.2611.81
Seix High Yield Unconstrained12.3011.74
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government1 year gross return1 year net return
S&P Capital Appreciation Fund Moderate9.629.46
Ross Sinclaire Intermediate Municipal Bd7.927.65
Semper Active Mortgage-Backed Securities5.865.53
FFTW Global Sovereign Unconstrained4.494.23
Seix Mortgage Backed Security4.634.21
Columbia US Government Mortgage4.364.00
Astor Active Income Program5.483.92
Sage Core Government/Credit Fixed Income4.283.90
RBC GAM Access Capital Community Invmt4.243.83
CS McKee Broad Government Fixed4.263.73
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government5 year gross return5 year net return
Semper Active Mortgage-Backed Securities9.599.19
S&P Capital Appreciation Fund Moderate8.828.66
Ross Sinclaire Intermediate Municipal Bd6.956.65
Columbia US Government Mortgage6.776.40
Sage Core Government/Credit Fixed Income4.614.23
CS McKee Broad Government Fixed4.624.11
Seix Core Bond Wrap SMA4.344.10
Seix Mortgage Backed Security4.353.94
Smith Breeden Mortgage Index Plus4.193.82
Federated Govt Credit w MAPS MA5.163.81
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond1 year gross return1 year net return
Flaherty & Crumrine Separate Mgd Account13.1212.58
Spectrum Preferred Securities12.4912.19
EARNEST Fixed Income Long Duration10.6210.24
Voya Investment Grade Credit9.739.38
Julex Capital Mngt Dynamic Income9.358.31
AllianceBernstein US Invest Grade Corps8.518.08
Brandywine Global U.S. Fixed Income8.338.00
PGI Investment Grade Corporate8.177.93
Morgan Stanley Investment Grade Corp8.407.92
PIMCO Investmt Grade Corporate8.117.60
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond5 year gross return5 year net return
Flaherty & Crumrine Separate Mgd Account13.7613.22
Spectrum Preferred Securities11.5911.30
Voya Investment Grade Credit9.168.76
GMO Core Plus Bond Strategy8.718.32
Manulife AM US Core Plus Fixed Income8.608.28
GW&K Corporate Bond Opportunities Strat9.098.28
Cavanal Core A or Better Fixed Inc8.518.12
PIMCO Investmt Grade Corporate8.447.95
PGI Corporate Plus7.997.73
PGI Investment Grade Corporate7.867.62
Source: Morningstar Separate Account/CIT Fund Database

Short Government1 year gross return1 year net return
FFTW Mortgage - Unconstrained7.577.82
TCW Securitized Opportunities8.237.14
FFTW Mortgage Alpha7.426.89
Garcia Fix-Inc Government/Credit6.396.18
JPMorgan MBS Bond (Columbus)3.983.72
Putnam Mortgage-Only3.963.71
Pacific Income Aggregate Intermediate3.943.58
PIMCO Mortgage Constrained3.723.57
Sit Inv Short Dur Strat2.822.41
M.D. Sass Svcs 3-Year FI2.612.24
Source: Morningstar Separate Account/CIT Fund Database

Short Government5 year gross return5 year net return
TCW Securitized Opportunities15.0813.92
FFTW Mortgage - Unconstrained9.188.91
FFTW Mortgage Alpha9.368.82
Garcia Fix-Inc Government/Credit6.316.04
JPMorgan MBS Bond (Columbus)5.575.30
Putnam Mortgage-Only4.233.98
PIMCO Mortgage Constrained4.043.87
Sit Inv Short Dur Strat4.083.65
Pacific Income Aggregate Intermediate3.483.12
M.D. Sass Svcs 3-Year FI3.373.03
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond1 year gross return1 year net return
Atlantic Enhanced Stock Indexing22.0121.72
Intermediate Duration Fixed Income5.635.25
Lord Abbett & Co. Core Fixed Income5.435.07
IS - Rising Rates6.064.53
WellsCap Intermediate Premier FI4.744.43
Ryan Labs Government/Credit4.514.18
Thornburg Limited Term Income Strategy4.474.09
TCW MetWest Strategic Income5.994.05
JPMCB Market Plus Bond Inv0.003.99
Newfleet Multi-Sector Short Dur Cpst4.023.52
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond5 year gross return5 year net return
Atlantic Enhanced Stock Indexing18.4118.09
TCW MetWest Strategic Income10.829.20
Newfleet Multi-Sector Short Dur Cpst6.806.29
WellsCap Intermediate Premier FI6.035.66
Intermediate Duration Fixed Income5.755.47
TCW MetWest Intermediate Bonds5.515.21
Thornburg Limited Term Income Strategy5.544.98
Lord Abbett & Co. Core Fixed Income5.334.90
Ryan Labs Government/Credit5.054.78
Cavanal Strategic Fixed Inc5.134.77
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond1 year gross return1 year net return
Western Asset Mgt US Index Plus20.9220.58
Goldman Sachs US Enhanced Cash9.979.61
Pyramis Leveraged Loan Composite4.894.31
OFI Global Senior Loans4.614.11
Goldman Sachs US Mortgages4.263.97
RIM Enh Csh Bd Opportunity Portfolio3.353.35
First Quadrant Tact Curr Alloc L/S USD3.543.32
PIMCO Short Term2.001.55
Pioneer Multi-Asset Ultrashort Income1.731.48
Federated Active Cash Broad FI Composite1.751.47
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond5 year gross return5 year net return
Western Asset Mgt US Index Plus20.1219.76
OFI Global Senior Loans8.417.90
Pyramis Leveraged Loan Composite8.327.77
Goldman Sachs US Mortgages4.133.84
TCW MetWest Ultra Short Bonds3.223.06
Goldman Sachs US Enhanced Cash2.652.40
Federated Active Cash Broad FI Composite2.532.21
PIMCO Short Term2.091.69
DBF Short Duration Govt/Agency1.881.65
Dana Limited Volatility1.851.62
Source: Morningstar Separate Account/CIT Fund Database

Long Government1 year gross return1 year net return
NISA 15+ STRIPS20.0119.75
NISA Long Dur Govt Only Consolidated16.7016.44
Hoisington Inv Mgt Macroeconomic FI Comp15.4015.15
Long Govt/Credit Plus13.4813.23
Long Govt/Credit(Corporate-Focused)13.3913.11
Hillswick Long Duration Government12.4112.09
SSgA Long US Gov Index Class A-6.4311.54
SSgA US Long Gov Bond Index NL Ser A0.0011.52
SSgA Long U.S. Govt Bond Index Strategy11.5611.50
PIMCO Long Duration Treasury11.9811.44
Source: Morningstar Separate Account/CIT Fund Database

Long Government5 year gross return5 year net return
NISA 15+ STRIPS9.609.34
NISA Long Dur Govt Only Consolidated9.118.86
Long Govt/Credit Plus8.998.62
Hillswick Long Duration Government8.858.54
Long Govt/Credit(Corporate-Focused)8.748.44
Ryan Labs LDI Extended Duration 10-168.528.12
Hoisington Inv Mgt Macroeconomic FI Comp7.967.74
PIMCO Long Duration Treasury8.177.66
SSgA Long US Gov Index Class A0.007.01
SSgA US Long Gov Bond Index NL Ser A0.006.96
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond1 year gross return1 year net return
Dodge & Cox Long Duration15.5515.09
PIMCO Long Term Bond - Long Credit14.9414.62
Dodge & Cox Long Credit Fixed Income15.0514.59
Long Dur – Multi-Sector Return Seeking14.5914.36
Ryan Labs Long-Credit14.6414.30
JPMCB Long Credit Fund Inv0.0014.13
PineBridge US Lng Dur Crdit Bd Composite14.3714.07
Loomis Sayles Long Dur Government/Credit14.2314.02
Hartford Inv Mgt Lg Dur Cor Fix-Inc14.1713.87
Morgan Stanley U.S. Long Duration14.0313.80
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond5 year gross return5 year net return
Guggenheim Absolute Return Strategic12.3911.28
Long Dur – Multi-Sector Return Seeking11.4411.21
PIMCO Long Term Bond - Long Credit10.9910.67
Ryan Labs Long-Credit10.8910.58
Reams Long Duration Fixed Income10.6110.41
PineBridge US Lng Dur Crdit Bd Composite10.029.73
Loomis Sayles Long Dur Government/Credit9.769.56
PGI Long Duration Credit Emphasis9.709.56
Nuveen Preferred Securities SMA10.729.39
JPMCB Extended Duration Sector Inv0.009.28
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond1 year gross return1 year net return
Herzfeld Taxable Closed-End Bond12.1211.15
TAMP US Tactical ETF Income – BIG UMA11.7910.60
PIMCO Income Composite9.378.87
WellsCap Medium Quality Core Fixed Inc8.878.44
Guggenheim Fixed Income8.628.28
Loomis Sayles Multi-Sector Full Discretn8.368.04
Putnam Fixed Income Global Alpha Plus8.637.86
BW Global Multi-Sector Income (fka GITR)8.817.84
TAMP US Tactical ETF Income – BIG8.427.62
Foy SELECTOR Income8.857.38
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond5 year gross return5 year net return
PIMCO Income Composite13.2512.77
Loomis Sayles Multi-Sector Full Discretn9.899.55
TAMP US Tactical ETF Income – BIG UMA10.549.39
Thornburg Multisector Opportunistic Stra10.129.20
Guggenheim Fixed Income9.028.66
Newfleet Multi-Sector Opportunistic Cpst9.238.64
Clark Navigator FI Total Return (SAI)9.218.43
Putnam Fixed Income Global Alpha Plus9.088.32
Pyramis Tactical Bond8.748.31
Manulife AM US Strategic Fixed Income8.347.93
Source: Morningstar Separate Account/CIT Fund Database

Convertibles1 year gross return1 year net return
SSI Inv Grade Convert Strat20.3519.26
PIMCO Convertible19.3818.62
Victory Inv Grade Convertibles Composite16.5015.87
SSI Outright Discretionary Convert Strat15.2714.75
Palisade Capital Convertible Secs SMA14.6613.30
Palisade Convertible Securities Comp13.5412.98
Cohen & Steers Preferred Securities13.5712.50
Advent Investment Grade12.6012.10
Putnam HY Convertible Managed Acct11.4111.41
Lord Abbett & Co. Convertibles12.5011.30
Source: Morningstar Separate Account/CIT Fund Database

Convertibles5 year gross return5 year net return
ClearBridge U.S. Convertibles14.3413.66
Allianz Convertibles13.7213.27
Gabelli Asset Mgt Convert13.7012.72
Camden Long Only Convertible Composite12.9912.34
Cohen & Steers Preferred Securities13.0412.27
PIMCO Convertible12.7211.99
Advent Balanced Convertible Strategy12.3811.83
PENN Capital Mgt Convertible Securities12.5311.66
Invesco Convertible Securities12.3111.55
Putnam HY Convertible Managed Acct11.4611.46
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond1 year gross return1 year net return
TCW Opportunistic MBS11.1810.40
Brandywine Global Credit11.019.91
Loomis Sayles High Yield Full Discretion10.079.66
Pyramis High Yield CMBS Composite10.469.64
Northern Trust High Yield10.159.60
Morgan Stanley U.S. High Yield10.309.37
NCRAM Hi Yld Tol Ret Instl (HYTRIC)9.549.00
Strategic Income Mmgt SiM High Yld Instl9.238.78
Lord Abbett & Co. High Yld9.648.62
Oaktree European High Yield Bonds9.168.60
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond5 year gross return5 year net return
Pyramis High Yield CMBS Composite16.8315.97
TCW Opportunistic MBS15.0414.20
NCRAM Hi Yld Tol Ret Instl (HYTRIC)14.1613.60
DCM High Yield13.4412.88
Federated Opportunistic High Yield Comp13.0712.51
Hotchkis & Wiley High Yield12.4911.95
DDJ High Yield Composite12.5111.88
Manulife AM US High Yield Fixed Income12.3811.83
Loomis Sayles High Yield Full Discretion12.2611.81
Seix High Yield Unconstrained12.3011.74
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government1 year gross return1 year net return
S&P Capital Appreciation Fund Moderate9.629.46
Ross Sinclaire Intermediate Municipal Bd7.927.65
Semper Active Mortgage-Backed Securities5.865.53
FFTW Global Sovereign Unconstrained4.494.23
Seix Mortgage Backed Security4.634.21
Columbia US Government Mortgage4.364.00
Astor Active Income Program5.483.92
Sage Core Government/Credit Fixed Income4.283.90
RBC GAM Access Capital Community Invmt4.243.83
CS McKee Broad Government Fixed4.263.73
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government5 year gross return5 year net return
Semper Active Mortgage-Backed Securities9.599.19
S&P Capital Appreciation Fund Moderate8.828.66
Ross Sinclaire Intermediate Municipal Bd6.956.65
Columbia US Government Mortgage6.776.40
Sage Core Government/Credit Fixed Income4.614.23
CS McKee Broad Government Fixed4.624.11
Seix Core Bond Wrap SMA4.344.10
Seix Mortgage Backed Security4.353.94
Smith Breeden Mortgage Index Plus4.193.82
Federated Govt Credit w MAPS MA5.163.81
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond1 year gross return1 year net return
Flaherty & Crumrine Separate Mgd Account13.1212.58
Spectrum Preferred Securities12.4912.19
EARNEST Fixed Income Long Duration10.6210.24
Voya Investment Grade Credit9.739.38
Julex Capital Mngt Dynamic Income9.358.31
AllianceBernstein US Invest Grade Corps8.518.08
Brandywine Global U.S. Fixed Income8.338.00
PGI Investment Grade Corporate8.177.93
Morgan Stanley Investment Grade Corp8.407.92
PIMCO Investmt Grade Corporate8.117.60
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond5 year gross return5 year net return
Flaherty & Crumrine Separate Mgd Account13.7613.22
Spectrum Preferred Securities11.5911.30
Voya Investment Grade Credit9.168.76
GMO Core Plus Bond Strategy8.718.32
Manulife AM US Core Plus Fixed Income8.608.28
GW&K Corporate Bond Opportunities Strat9.098.28
Cavanal Core A or Better Fixed Inc8.518.12
PIMCO Investmt Grade Corporate8.447.95
PGI Corporate Plus7.997.73
PGI Investment Grade Corporate7.867.62
Source: Morningstar Separate Account/CIT Fund Database

Short Government1 year gross return1 year net return
FFTW Mortgage - Unconstrained7.577.82
TCW Securitized Opportunities8.237.14
FFTW Mortgage Alpha7.426.89
Garcia Fix-Inc Government/Credit6.396.18
JPMorgan MBS Bond (Columbus)3.983.72
Putnam Mortgage-Only3.963.71
Pacific Income Aggregate Intermediate3.943.58
PIMCO Mortgage Constrained3.723.57
Sit Inv Short Dur Strat2.822.41
M.D. Sass Svcs 3-Year FI2.612.24
Source: Morningstar Separate Account/CIT Fund Database

Short Government5 year gross return5 year net return
TCW Securitized Opportunities15.0813.92
FFTW Mortgage - Unconstrained9.188.91
FFTW Mortgage Alpha9.368.82
Garcia Fix-Inc Government/Credit6.316.04
JPMorgan MBS Bond (Columbus)5.575.30
Putnam Mortgage-Only4.233.98
PIMCO Mortgage Constrained4.043.87
Sit Inv Short Dur Strat4.083.65
Pacific Income Aggregate Intermediate3.483.12
M.D. Sass Svcs 3-Year FI3.373.03
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond1 year gross return1 year net return
Atlantic Enhanced Stock Indexing22.0121.72
Intermediate Duration Fixed Income5.635.25
Lord Abbett & Co. Core Fixed Income5.435.07
IS - Rising Rates6.064.53
WellsCap Intermediate Premier FI4.744.43
Ryan Labs Government/Credit4.514.18
Thornburg Limited Term Income Strategy4.474.09
TCW MetWest Strategic Income5.994.05
JPMCB Market Plus Bond Inv0.003.99
Newfleet Multi-Sector Short Dur Cpst4.023.52
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond5 year gross return5 year net return
Atlantic Enhanced Stock Indexing18.4118.09
TCW MetWest Strategic Income10.829.20
Newfleet Multi-Sector Short Dur Cpst6.806.29
WellsCap Intermediate Premier FI6.035.66
Intermediate Duration Fixed Income5.755.47
TCW MetWest Intermediate Bonds5.515.21
Thornburg Limited Term Income Strategy5.544.98
Lord Abbett & Co. Core Fixed Income5.334.90
Ryan Labs Government/Credit5.054.78
Cavanal Strategic Fixed Inc5.134.77
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond1 year gross return1 year net return
Western Asset Mgt US Index Plus20.9220.58
Goldman Sachs US Enhanced Cash9.979.61
Pyramis Leveraged Loan Composite4.894.31
OFI Global Senior Loans4.614.11
Goldman Sachs US Mortgages4.263.97
RIM Enh Csh Bd Opportunity Portfolio3.353.35
First Quadrant Tact Curr Alloc L/S USD3.543.32
PIMCO Short Term2.001.55
Pioneer Multi-Asset Ultrashort Income1.731.48
Federated Active Cash Broad FI Composite1.751.47
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond5 year gross return5 year net return
Western Asset Mgt US Index Plus20.1219.76
OFI Global Senior Loans8.417.90
Pyramis Leveraged Loan Composite8.327.77
Goldman Sachs US Mortgages4.133.84
TCW MetWest Ultra Short Bonds3.223.06
Goldman Sachs US Enhanced Cash2.652.40
Federated Active Cash Broad FI Composite2.532.21
PIMCO Short Term2.091.69
DBF Short Duration Govt/Agency1.881.65
Dana Limited Volatility1.851.62
Source: Morningstar Separate Account/CIT Fund Database

Long Government1 year gross return1 year net return
NISA 15+ STRIPS20.0119.75
NISA Long Dur Govt Only Consolidated16.7016.44
Hoisington Inv Mgt Macroeconomic FI Comp15.4015.15
Long Govt/Credit Plus13.4813.23
Long Govt/Credit(Corporate-Focused)13.3913.11
Hillswick Long Duration Government12.4112.09
SSgA Long US Gov Index Class A-6.4311.54
SSgA US Long Gov Bond Index NL Ser A0.0011.52
SSgA Long U.S. Govt Bond Index Strategy11.5611.50
PIMCO Long Duration Treasury11.9811.44
Source: Morningstar Separate Account/CIT Fund Database

Long Government5 year gross return5 year net return
NISA 15+ STRIPS9.609.34
NISA Long Dur Govt Only Consolidated9.118.86
Long Govt/Credit Plus8.998.62
Hillswick Long Duration Government8.858.54
Long Govt/Credit(Corporate-Focused)8.748.44
Ryan Labs LDI Extended Duration 10-168.528.12
Hoisington Inv Mgt Macroeconomic FI Comp7.967.74
PIMCO Long Duration Treasury8.177.66
SSgA Long US Gov Index Class A0.007.01
SSgA US Long Gov Bond Index NL Ser A0.006.96
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond1 year gross return1 year net return
Dodge & Cox Long Duration15.5515.09
PIMCO Long Term Bond - Long Credit14.9414.62
Dodge & Cox Long Credit Fixed Income15.0514.59
Long Dur – Multi-Sector Return Seeking14.5914.36
Ryan Labs Long-Credit14.6414.30
JPMCB Long Credit Fund Inv0.0014.13
PineBridge US Lng Dur Crdit Bd Composite14.3714.07
Loomis Sayles Long Dur Government/Credit14.2314.02
Hartford Inv Mgt Lg Dur Cor Fix-Inc14.1713.87
Morgan Stanley U.S. Long Duration14.0313.80
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond5 year gross return5 year net return
Guggenheim Absolute Return Strategic12.3911.28
Long Dur – Multi-Sector Return Seeking11.4411.21
PIMCO Long Term Bond - Long Credit10.9910.67
Ryan Labs Long-Credit10.8910.58
Reams Long Duration Fixed Income10.6110.41
PineBridge US Lng Dur Crdit Bd Composite10.029.73
Loomis Sayles Long Dur Government/Credit9.769.56
PGI Long Duration Credit Emphasis9.709.56
Nuveen Preferred Securities SMA10.729.39
JPMCB Extended Duration Sector Inv0.009.28
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond1 year gross return1 year net return
Herzfeld Taxable Closed-End Bond12.1211.15
TAMP US Tactical ETF Income – BIG UMA11.7910.60
PIMCO Income Composite9.378.87
WellsCap Medium Quality Core Fixed Inc8.878.44
Guggenheim Fixed Income8.628.28
Loomis Sayles Multi-Sector Full Discretn8.368.04
Putnam Fixed Income Global Alpha Plus8.637.86
BW Global Multi-Sector Income (fka GITR)8.817.84
TAMP US Tactical ETF Income – BIG8.427.62
Foy SELECTOR Income8.857.38
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond5 year gross return5 year net return
PIMCO Income Composite13.2512.77
Loomis Sayles Multi-Sector Full Discretn9.899.55
TAMP US Tactical ETF Income – BIG UMA10.549.39
Thornburg Multisector Opportunistic Stra10.129.20
Guggenheim Fixed Income9.028.66
Newfleet Multi-Sector Opportunistic Cpst9.238.64
Clark Navigator FI Total Return (SAI)9.218.43
Putnam Fixed Income Global Alpha Plus9.088.32
Pyramis Tactical Bond8.748.31
Manulife AM US Strategic Fixed Income8.347.93
Source: Morningstar Separate Account/CIT Fund Database

Inflation-Protected Bond1 year gross return1 year net return
PIMCO Real Ret Asset Long Duration5.384.92
Standish Global TIPS4.484.41
FFTW Global Inflation Linked Bonds4.424.16
Laffer Investments US Inflation Strategy4.493.48
Julex Capital Mngt Dynamic Real Asset4.353.36
PIMCO Real Return Full Authority2.421.93
Weaver C. Barksdale US Govt TIPS1.781.74
JPMCB Inflation Managed Bond Inv0.001.69
JPMCB Real Return Fund Inv0.001.65
SSgA U.S. TIPS Index Strategy1.651.59
Source: Morningstar Separate Account/CIT Fund Database

Inflation-Protected Bond5 year gross return5 year net return
PIMCO Real Ret Asset Long Duration7.927.38
Standish Global TIPS5.165.07
PIMCO Real Return Full Authority5.484.97
Franklin U.S. TIPS Composite5.104.96
FFTW Global Inflation Linked Bonds5.024.76
Hartford Inv Mgt TIPS – Asset Class4.844.63
Weaver C. Barksdale US Govt TIPS4.674.60
JPMCB Real Return Fund Inv0.004.60
FFTW Inflation Linked Bonds U.S.4.814.58
Northern Trust TIPS4.684.57
Source: Morningstar Separate Account/CIT Fund Database

Stable Value1 year gross return1 year net return
Standish Stable Value2.192.09
PIMCO Mod Dur Core Stable Value2.141.97
JPMCB Stable Value Fund Inv0.001.85
JPMCB Stable Income Bond Fund Inv0.001.65
Invesco Stable Value1.751.55
Wells Fargo Stable Return Fund G1.531.53
JPMorgan US FI Stable Value (NY)1.701.51
JPMCB Stable Asset Income Fund- G0.001.46
T. Rowe Price Stable Value1.761.45
JPMCB Stable Asset Income Fund- F0.001.41
Source: Morningstar Separate Account/CIT Fund Database

Stable Value5 year gross return5 year net return
PIMCO Mod Dur Core Stable Value3.713.50
T. Rowe Price Stable Value3.092.85
Standish Stable Value2.892.78
Invesco Stable Value2.742.53
Galliard Stable Value Composite2.742.33
Columbia Stable Value – Government Strat2.432.23
BMO Stable Principal Fund2.542.13
JPMorgan US FI Stable Value (NY)2.132.02
JPMCB Stable Value Fund Inv0.001.98
Columbia Stable Value – Inv Grade Strat2.191.98
Source: Morningstar Separate Account/CIT Fund Database

Emerging Markets Bond1 year gross return1 year net return
GMO Emerging Country Debt Strategy12.6911.87
Invesco Emerging Market Corporate Bond11.4410.73
Goldman Sachs Emerging Market Debt10.9310.39
Investec Emerging Market Corporate Debt10.809.98
Loomis Sayles Emerging Markets Corp Debt10.199.88
FFTW EMD Hard Currency10.419.81
Rogge Global Emerging Markets9.899.51
Stone Harbor Emerging Mkts Corp Dbt Cor9.829.38
Payden & Rygel Emerging Markets9.889.34
HSBC EMD Corporate Debt Composite9.989.22
Source: Morningstar Separate Account/CIT Fund Database

Emerging Markets Bond5 year gross return5 year net return
GMO Emerging Country Debt Strategy14.6713.79
Ashmore EM Corporate Debt High Yld Comp12.8711.59
Ashmore EM Corp Dbt Broad (CEMBI) Comp11.8110.53
TCW Emerging Markets Fixed Income10.299.65
DCM Emerging Markets Debt9.829.17
Goldman Sachs Emerging Market Debt9.669.07
Franklin Emerging Mkt Dbt Opp (USD) Comp9.828.97
Manulife AM Emerging Markets Debt9.618.95
Aegon Emerging Markets - Glb Diversified9.378.90
Columbia Emerging Markets Fixed Income9.408.83
Source: Morningstar Separate Account/CIT Fund Database

World Allocation1 year gross return1 year net return
iSectors Post-MPT Growth Allocation21.4820.75
JPMCB LDI Diversified Inv0.0013.73
WestEnd Advisors Global Equity14.8613.67
SEI Tactical ETF Equity13.5112.89
Copeland Large Cap Div Growth Balanced13.6812.85
Deschutes Matisse Discounted CE Fd Stgy13.4012.27
Marsico Non-Taxable Flexible Capital13.6912.13
JPMCB Diversified Global Inv0.0012.04
Russell TM Equity Growth Model Strategy11.4011.40
CLS ETF Risk Budget 90-Moderately Agrsv11.9411.20
Source: Morningstar Separate Account/CIT Fund Database

World Allocation5 year gross return5 year net return
Marsico Non-Taxable Flexible Capital20.0618.74
Loring Ward Global Equity DFA SRI13.5713.30
iSectors Post-MPT Growth Allocation13.7513.07
WestEnd Advisors Global Equity14.0912.87
Baillie Gifford Global Alpha13.4312.69
JPMCB Diversified Global Inv0.0012.14
Russell TM Equity Growth Model Strategy11.8011.80
Loring Ward Global Equity DFA12.0811.79
Loring Ward Global Equity DFA TM12.0211.74
Lockwood Asset Allocation Portfolios V12.0011.55
Source: Morningstar Separate Account/CIT Fund Database

Conservative Allocation1 year gross return1 year net return
Farr Miller & Wash FMW Gr & Inc18.5617.83
Parametric Tax-Advantage Enhanced Income15.0214.66
MCA Conservative Portfolios15.2714.41
Sadoff Balanced15.4514.25
Meeder Balanced Portfolio13.7413.74
Parametric Enhanced Inc TaxAdv Core Comp14.0313.63
UBS: U.S. Balanced Portfolio14.1213.42
Della Parola Tactical Balanced Strategy14.1813.03
Donaldson Endowment - Cornerstone13.8312.86
Herzfeld Balanced Closed-End14.0412.85
Source: Morningstar Separate Account/CIT Fund Database

Conservative Allocation5 year gross return5 year net return
Farr Miller & Wash FMW Gr & Inc14.2813.38
UBS: U.S. Balanced Portfolio12.7011.98
MCA Conservative Portfolios12.2811.45
FPA Contrarian Value12.5811.21
First Trust FTA Balanced Closed-End Fd12.7711.00
Parametric Tax-Advantage Enhanced Income11.3210.94
Donaldson Endowment - Cornerstone11.8810.92
Parametric Enhanced Income11.2410.87
Tillar-Wenstrup Diversified Core Bal11.5010.77
Sadoff Balanced11.7210.62
Source: Morningstar Separate Account/CIT Fund Database

Moderate Allocation1 year gross return1 year net return
Johnson Institutional Mgt Enhanced Index20.8120.53
AAM Tactical Income20.0719.21
Meeder Moderate Growth Portfolio17.6717.67
Della Parola Tactical Growth Strategy20.0317.61
Millcreek NASDAQ DTAA19.8716.91
WEDGE Balanced16.4815.65
Herzfeld US Equity Closed-End16.8715.16
Atalanta Sosnoff Balanced16.0615.04
Darrell & King Balanced15.4714.75
Scharf Balanced15.7814.71
Source: Morningstar Separate Account/CIT Fund Database

Moderate Allocation5 year gross return5 year net return
Johnson Institutional Mgt Enhanced Index17.3417.06
AAM Tactical Income15.8415.03
MCA Balanced Portfolios14.9014.06
Hurley Capital Value Equity15.4313.72
ASAP Growth Strategy12.8212.82
Winslow Asset Mgt All Cap Balanced13.2012.51
Herzfeld Closed-End Special Situations13.4712.35
Scharf Balanced13.2712.08
CMG Opportunistic All Asset ETF Strategy12.5311.85
Herzfeld US Equity Closed-End13.4911.82
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2000-20101 year gross return1 year net return
Trademark Tactical Risk 2010 R50.007.52
AGF Steward Navigator 2010 Fund6.676.67
MAP Target 2010 Fund0.006.44
SEI Target Date 2010 Fund CT-10.006.25
VT Vantagepoint Milestone 2010 R50.006.22
SEI Target Date 2010 Fund CT-20.006.09
SEI Target Date 2010 Fund CT-30.006.00
SSgA Target Retirement 2010 NL Ser A0.005.99
VT Vantagepoint Milestone 2010 R30.005.97
SSgA Target Retirement 2010 SL Fd Cl II0.005.85
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2000-20105 year gross return5 year net return
SSgA Target Retirement 2010 NL Ser A0.008.32
SSgA Target Retirement 2010 SL Fd Cl II0.008.21
SSgA Target Retirement 2010 NL Ser C0.008.16
SSgA Target Retirement 2010 SL Fd Cl III0.007.93
SSgA Target Retirement 2010 NL Ser D0.007.90
SSgA Target Retirement 2010 SL Ser VI0.007.90
MAP Target 2010 Fund0.007.36
SEI Target Date 2010 Fund CT-10.007.29
VT Vantagepoint Milestone 2010 R50.007.03
SEI Target Date 2010 Fund CT-30.007.01
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2011-20151 year gross return1 year net return
Meeder Age-based 60-6211.9211.92
JPMCB SmartRetirement 2015 Fund Inst0.008.24
JPMCB SmartRetirement 2015 Fund-C0.008.13
SSgA Target Retirement 2015 NL Ser A0.008.05
JPMCB SmartRetirement 2015 Fund-C100.007.99
JPMCB SmartRetirement 2015 Fund-C200.007.94
SSgA Target Retirement 2015 SL Fd Cl II11.187.91
SSgA Target Retirement 2015 NL Ser C0.007.89
JPMCB SmartRetirement Pasv Blnd 2015-C0.007.77
JPMCB SmartRetirement 2015 Fund C350.007.76
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2011-20155 year gross return5 year net return
SSgA Target Retirement 2015 NL Ser A0.009.99
SSgA Target Retirement 2015 SL Fd Cl II0.009.87
SSgA Target Retirement 2015 NL Ser C0.009.83
SSgA Target Retirement 2015 SL Fd Cl III0.009.58
SSgA Target Retirement 2015 NL Ser D0.009.56
SSgA Target Retirement 2015 SL Ser VI0.009.55
JPMCB SmartRetirement 2015 Fund-C0.009.39
JPMCB SmartRetirement 2015 Fund-C100.009.29
JPMCB SmartRetirement 2015 Fund-C200.009.18
Meeder Age-based 60-629.119.11
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2016-20201 year gross return1 year net return
Meeder Age-based 55-5913.0413.04
JPMCB SmartRetirement 2020 Fund Inst0.009.61
SSgA Target Retirement 2020 NL Ser A0.009.58
JPMCB SmartRetirement 2020 Fund-C0.009.53
SSgA Target Retirement 2020 SL Fd Cl II0.009.42
SSgA Target Retirement 2020 NL Ser C0.009.42
JPMCB SmartRetirement 2020 Fund-C100.009.42
JPMCB SmartRetirement 2020 Fund-C200.009.31
JPMCB SmartRetirement Pasv Blnd 2020-C109.489.17
JPMCB SmartRetirement Pasv Blnd 2020-C0.009.17
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2016-20205 year gross return5 year net return
SSgA Target Retirement 2020 NL Ser A0.0011.08
SSgA Target Retirement 2020 SL Fd Cl II0.0010.97
SSgA Target Retirement 2020 NL Ser C0.0010.94
SSgA Target Retirement 2020 SL Fd Cl III0.0010.68
SSgA Target Retirement 2020 NL Ser D0.0010.66
SSgA Target Retirement 2020 SL Ser VI0.0010.65
JPMCB SmartRetirement 2020 Fund-C0.0010.38
JPMCB SmartRetirement 2020 Fund-C100.0010.25
JPMCB SmartRetirement 2020 Fund-C200.0010.15
Meeder Age-based 55-599.869.86
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2021-20251 year gross return1 year net return
Meeder Age-based 50-5414.1314.13
JPMCB SmartRetirement 2025 Fund Inst0.0010.52
SSgA Target Retirement 2025 NL Ser A0.0010.49
JPMCB SmartRetirement 2025 Fund-C0.0010.42
SSgA Target Retirement 2025 SL Fd Cl II0.0010.35
JPMCB SmartRetirement 2025 Fund-C100.0010.34
SSgA Target Retirement 2025 NL Ser C0.0010.32
JPMCB SmartRetirement 2025 Fund-C200.0010.20
JPMCB SmartRetirement Pasv Blnd 2025-C0.0010.07
SSgA Target Retirement 2025 SL Fd Cl III0.0010.06
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2021-20255 year gross return5 year net return
SSgA Target Retirement 2025 NL Ser A0.0011.71
SSgA Target Retirement 2025 SL Fd Cl II0.0011.61
SSgA Target Retirement 2025 NL Ser C0.0011.55
SSgA Target Retirement 2025 SL Fd Cl III0.0011.32
SSgA Target Retirement 2025 NL Ser D0.0011.28
SSgA Target Retirement 2025 SL Ser VI0.0011.27
JPMCB SmartRetirement 2025 Fund-C0.0011.07
JPMCB SmartRetirement 2025 Fund-C100.0010.97
JPMCB SmartRetirement 2025 Fund-C200.0010.85
Meeder Age-based 50-5410.6610.66
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2026-20301 year gross return1 year net return
Meeder Age-based 45-4915.4015.40
JPMCB SmartRetirement 2030 Fund Inst0.0011.32
JPMCB SmartRetirement 2030 Fund-C0.0011.29
JPMCB SmartRetirement 2030 Fund-C100.0011.18
SEI Target Date 2030 Fund CT-10.0011.09
JPMCB SmartRetirement 2030 Fund-C200.0011.04
SSgA Target Retirement 2030 NL Ser A0.0010.99
JPMCB SmartRetirement 2030 Fund C350.0010.93
SEI Target Date 2030 Fund CT-20.0010.89
SEI Target Date 2030 Fund CT-30.0010.86
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2026-20305 year gross return5 year net return
SSgA Target Retirement 2030 NL Ser A0.0012.15
SSgA Target Retirement 2030 SL Fd Cl II0.0012.03
SSgA Target Retirement 2030 NL Ser C0.0011.99
SSgA Target Retirement 2030 SL Fd Cl III0.0011.75
SSgA Target Retirement 2030 NL Ser D0.0011.72
SSgA Target Retirement 2030 SL Ser VI0.0011.72
JPMCB SmartRetirement 2030 Fund-C0.0011.59
Meeder Age-based 45-4911.5011.50
JPMCB SmartRetirement 2030 Fund-C100.0011.48
SEI Target Date 2030 Fund CT-10.0011.39
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2031-20351 year gross return1 year net return
Meeder Age-based 44 and under16.0616.06
JPMCB SmartRetirement 2035 Fund Inst0.0011.71
JPMCB SmartRetirement 2035 Fund-C0.0011.61
JPMCB SmartRetirement 2035 Fund-C100.0011.48
JPMCB SmartRetirement 2035 Fund-C200.0011.42
SSgA Target Retirement 2035 NL Ser A0.0011.30
JPMCB SmartRetirement Pasv Blnd 2035-C1011.5711.26
JPMCB SmartRetirement Pasv Blnd 2035-C0.0011.26
JPMCB SmartRetirement 2035 Fund C350.0011.26
SSgA Target Retirement 2035 SL Fd Cl II0.0011.17
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2031-20355 year gross return5 year net return
SSgA Target Retirement 2035 NL Ser A0.0012.24
SSgA Target Retirement 2035 SL Fd Cl II0.0012.12
SSgA Target Retirement 2035 NL Ser C0.0012.08
Meeder Age-based 44 and under11.9511.95
SSgA Target Retirement 2035 SL Fd Cl III0.0011.86
JPMCB SmartRetirement 2035 Fund-C0.0011.84
SSgA Target Retirement 2035 NL Ser D0.0011.83
SSgA Target Retirement 2035 SL Fund VI0.0011.81
JPMCB SmartRetirement 2035 Fund-C100.0011.74
JPMCB SmartRetirement 2035 Fund-C200.0011.62
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2036-20401 year gross return1 year net return
JPMCB SmartRetirement 2040 Fund-Invstmt0.0012.70
JPMCB SmartRetirement 2040 Fund Inst0.0011.91
JPMCB SmartRetirement 2040 Fund-C0.0011.87
MAP Target 2040 Fund0.0011.74
JPMCB SmartRetirement 2040 Fund-C100.0011.71
JPMCB SmartRetirement 2040 Fund-C200.0011.66
SSgA Target Retirement 2040 NL Ser A0.0011.53
JPMCB SmartRetirement Pasv Blnd 2040-C0.0011.52
JPMCB SmartRetirement 2040 Fund C350.0011.44
SSgA Target Retirement 2040 SL Fd Cl II0.0011.42
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2036-20405 year gross return5 year net return
JPMCB SmartRetirement 2040 Fund-Invstmt0.0012.91
Sheaff Brock SSB Growth & Income13.2312.34
SSgA Target Retirement 2040 NL Ser A0.0012.32
SSgA Target Retirement 2040 SL Fd Cl II0.0012.21
SSgA Target Retirement 2040 NL Ser C0.0012.17
VT Vantagepoint Milestone 2040 R50.0012.09
JPMCB SmartRetirement 2040 Fund-C0.0012.07
JPMCB SmartRetirement 2040 Fund-C100.0011.95
SSgA Target Retirement 2040 SL Fd Cl III0.0011.93
SSgA Target Retirement 2040 SL Ser VI0.0011.90
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2041-20451 year gross return1 year net return
JPMCB SmartRetirement 2045 Fund Inst0.0011.84
JPMCB SmartRetirement 2045 Fund-C0.0011.74
JPMCB SmartRetirement 2045 Fund-C100.0011.66
JPMCB SmartRetirement Pasv Blnd 2045-C1011.9511.63
JPMCB SmartRetirement Pasv Blnd 2045-C0.0011.62
SSgA Target Retirement 2045 NL Ser A0.0011.56
JPMCB SmartRetirement 2045 Fund-C200.0011.54
SSgA Target Retirement 2045 SL Fd Cl II0.0011.42
JPMCB SmartRetirement 2045 Fund C350.0011.41
JPMCB SmartRetirement Pasv Blnd 2045-C200.0011.40
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2041-20455 year gross return5 year net return
SSgA Target Retirement 2045 NL Ser A0.0012.33
SSgA Target Retirement 2045 SL Fd Cl II0.0012.23
SSgA Target Retirement 2045 NL Ser C0.0012.17
JPMCB SmartRetirement 2045 Fund-C0.0012.01
SSgA Target Retirement 2045 SL Fd Cl III0.0011.93
SSgA Target Retirement 2045 SL Fund VI0.0011.91
SSgA Target Retirement 2045 NL Ser D0.0011.90
JPMCB SmartRetirement 2045 Fund-C100.0011.89
JPMCB SmartRetirement 2045 Fund-C200.0011.78
JPMCB SmartRetirement Pasv Blnd 2045-C1011.7811.36
Source: Morningstar Separate Account/CIT Fund Database

Retirement Income1 year gross return1 year net return
CLS Active Income9.529.13
Trust & Fiduciary Matrix Inc SMA Cmpst9.027.67
JPMCB SmartRetirement Income Fund Inst0.007.21
JPMCB SmartRetirement Income-C0.007.11
JPMCB SmartRetirement Income-C100.007.02
JPMCB SmartRetirement Income-C200.006.91
JPMCB SmartRetirement Pasv Blnd Inc-C107.096.78
JPMCB SmartRetirement Pasv Blnd Inc-C0.006.78
JPMCB SmartRetirement Income Fund C350.006.73
TAG Tactical Income7.406.63
Source: Morningstar Separate Account/CIT Fund Database

Retirement Income5 year gross return5 year net return
Trust & Fiduciary Matrix Inc SMA Cmpst12.0210.68
JPMCB SmartRetirement Income-C0.007.95
JPMCB SmartRetirement Income-C100.007.84
JPMCB SmartRetirement Income-C200.007.73
JPMCB SmartRetirement Pasv Blnd Inc-C107.907.50
SSgA Target Retirement Income NL Ser A0.007.04
SSgA Target Retirement Income SL Cl II0.006.93
SSgA Target Retirement Income NL Ser C0.006.88
SSgA Target Retirement Income SL Cl III0.006.66
SSgA Target Retirement Income NL Ser D0.006.66
Source: Morningstar Separate Account/CIT Fund Database
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