| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| SSgA NASDAQ 100 Index Fund - Class A | 27.48 | 19.36 |
| SSgA NASDAQ 100 Index Fund - Class C | 27.46 | 19.29 |
| Mellon Capital Tangent-Added Composite | 19.75 | 19.16 |
| Mellon Capital EB DO Large Cap Core | 17.34 | 16.30 |
| Amalgamated Bank LongView Quant. LC CF | 15.54 | 15.20 |
| Amalgamated Bank LongView LC Qtv VEBA Fd | 15.45 | 15.11 |
| QMA US Core Equity Fund | 15.48 | 15.09 |
| Wells Fargo Enhanced Stock Market Fund N | 31.00 | 14.45 |
| Wells Fargo Enhanced Stock Market N20 | 14.22 | 14.22 |
| QMA US All Cap Core Equity Fund | 14.61 | 14.21 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Mellon Capital Tangent-Added Composite | 21.97 | 21.40 |
| SSgA NASDAQ 100 Index Fund - Class A | 20.01 | 19.22 |
| SSgA NASDAQ 100 Index Fund - Class C | 19.97 | 19.15 |
| QMA US All Cap Core Equity Fund | 17.14 | 16.74 |
| QMA US Core Equity Fund | 16.39 | 15.99 |
| Amalgamated Bank LongView Quant. LC CF | 16.32 | 15.98 |
| SSgA Russell Large Cap Index - Class I | 16.09 | 15.82 |
| Amalgamated Bank LongView LC Qtv VEBA Fd | 16.14 | 15.80 |
| Wells Fargo Enhanced Stock Market Fund N | 1.39 | 15.73 |
| SSgA U.S. Total Market Index Fd Class I | 15.85 | 15.71 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Mellon Capital EB DL Mid Cap Stk Idx | 14.32 | 14.21 |
| Mellon Capital EB DL Mid Cap Stk Idx UC2 | 14.32 | 14.16 |
| Transamerica Partners Mid Value - CTF | 0.00 | 13.76 |
| Mellon Capital EB DO Mid Cap Core | 14.15 | 13.47 |
| FMT/Vanguard Midcap Index R1 | 0.00 | 13.34 |
| FMT/Longleaf Small Cap R1 | 0.00 | 12.09 |
| Amalgamated Bank Longview Qnt Mid Cap CF | 12.55 | 11.94 |
| QMA US Mid Cap Core Equity Fund | 12.17 | 11.56 |
| FMT Mid Cap Value R1 | 0.00 | 11.33 |
| LMCG MidCap Core Collective Fund | 0.00 | 9.88 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Mellon Capital EB DO Mid Cap Core | 19.81 | 19.07 |
| Amalgamated Bank Longview Qnt Mid Cap CF | 19.43 | 18.79 |
| QMA US Mid Cap Core Equity Fund | 19.09 | 18.45 |
| Burgundy US Small/Mid Cap Fund | 18.13 | 17.93 |
| Mellon Capital EB DL Mid Cap Stk Idx | 17.52 | 17.48 |
| Mellon Capital EB DL Mid Cap Stk Idx UC2 | 17.52 | 17.46 |
| The Boston Mid-Cap Opp Value Equity CF | 18.03 | 17.10 |
| FMT/Longleaf Small Cap R1 | 0.00 | 16.95 |
| Comerica MidCap 400 Inst | 16.77 | 16.77 |
| SSgA S&P MidCap Index Fund - Class I | 16.43 | 16.62 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| WTFSC Small Comp Diversified Value Cl 0 | 10.15 | 10.01 |
| Rothschild U.S. Small/Mid-Cap Core Cl 2 | 0.00 | 9.70 |
| WTFSC Small Comp Diversified Value Cl 45 | 10.34 | 9.06 |
| WTFSC Small Comp Diversified Value Cl 60 | 10.41 | 8.96 |
| Invesco US Quantitative Small Core Trust | 9.17 | 8.35 |
| Mellon Capital EB DL Mkt Completion | 7.83 | 7.70 |
| Mellon Capital EB DL Small Cap Core | 8.26 | 7.51 |
| Wellington CIF II Small Cap Opps | 8.25 | 7.33 |
| FMT/Vanguard Small Cap Stock Index R1 | 0.00 | 7.13 |
| FMT Small Cap Intrinsic Value R1 | 0.00 | 7.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Invesco US Quantitative Small Core Trust | 18.69 | 17.81 |
| Mellon Capital EB DL Small Cap Core | 18.56 | 17.75 |
| Wellington CIF II Small Cap Opps | 18.47 | 17.56 |
| FMT/DFA U.S. Micro Cap R1 | 0.00 | 17.26 |
| Comerica SmallCap 600 Inst | 17.26 | 17.26 |
| SMA Small Company 600 Index Fund | 5.15 | 17.22 |
| Amalgamated Bank LongView 600 SC Idx CF | 17.23 | 17.18 |
| Comerica SmallCap 600 A | 17.31 | 17.14 |
| RAM Small-Cap Trust | 18.94 | 16.94 |
| FMT/DFA U.S. Small Cap R1 | 0.00 | 16.89 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Comerica LargeCap Growth C | 14.89 | 14.86 |
| Comerica LargeCap Growth | 14.89 | 14.83 |
| Wellington CIF II Large Cap Research S1 | 15.08 | 14.47 |
| Wellington CIF US Research Equity | 14.83 | 14.15 |
| Voya Large Cap Growth Trust | 14.38 | 13.76 |
| FMT/Vanguard Growth Index R1 | 0.00 | 13.22 |
| Wells Fargo/BlackRock Lg Cp Gr Idx CIT N | 29.30 | 13.19 |
| FMT Large Cap Focus Growth R1 | 0.00 | 13.10 |
| Mellon Capital EB DL NSL Large Cap Grwth | 13.17 | 13.08 |
| Delaware Large Cap Growth Trust | 0.00 | 13.01 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| FMT Large Cap Focus Growth R1 | 0.00 | 16.74 |
| Wellington CIF II Large Cap Research S1 | 17.18 | 16.55 |
| Wellington CIF US Research Equity | 17.21 | 16.51 |
| FMT Large Cap Opportunities R1 | 0.00 | 16.31 |
| Comerica LargeCap Growth | 16.04 | 16.02 |
| Wells Fargo/BlackRock Lg Cp Gr Idx CIT N | 3.39 | 15.84 |
| FMT/Alger Spectra Fund R1 | 0.00 | 15.70 |
| FMT/Vanguard Growth Index R1 | 0.00 | 15.55 |
| Wells Fargo/BlackRock Lg Cp Gr Idx N20 | 0.00 | 15.55 |
| FMT/American Funds Amcap R1 | 0.00 | 15.26 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| FMT Mid Cap Growth R1 | 0.00 | 13.67 |
| PGI CIT Mid-Cap Equity Fund | 13.61 | 12.93 |
| FMT/T. Rowe Price Mid-Cap Growth R1 | 0.00 | 12.75 |
| PGI CIT Mid-Cap Equity Fund A | 13.16 | 12.71 |
| Wellington CIF II Mid Cap Opportunity S2 | 11.69 | 11.16 |
| Wellington CIF II Mid Cap Opportunity S1 | 11.69 | 10.97 |
| WTFSC Mid-Cap Growth Portfolio Cl 0 | 9.13 | 9.04 |
| FMT/Meridian Growth R1 | 0.00 | 9.02 |
| Transamerica Partners Mid Growth - CTF | 0.00 | 8.85 |
| FMT/iShares Russell MidCap Growth Idx R1 | 0.00 | 8.82 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 5 year gross return | 5 year net return |
|---|---|---|
| FMT Mid Cap Growth R1 | 0.00 | 19.33 |
| MIZAN All Equity Moderate Alloc Fd R1 | 0.00 | 17.16 |
| FMT/T. Rowe Price Mid-Cap Growth R1 | 0.00 | 17.01 |
| Wellington CIF II Mid Cap Opportunity S2 | 16.62 | 16.06 |
| Wellington CIF II Mid Cap Opportunity S1 | 16.62 | 15.88 |
| Champlain Mid Cap Fund, LLC | 16.71 | 15.74 |
| WTFSC Mid-Cap Growth Portfolio Cl 0 | 15.72 | 15.63 |
| FMT/Meridian Growth R1 | 0.00 | 15.50 |
| FMT/iShares Russell MidCap Growth Idx R1 | 0.00 | 15.33 |
| Wellington CIF II Mid Cap Growth S1 | 14.48 | 13.69 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Wellington CIF II Small Cap 2000 S1 | 10.06 | 9.10 |
| FMT Small Cap Diversified Equity R1 | 0.00 | 8.84 |
| Wells Fargo/Multi-Manager Sm Cap CIT F | 7.50 | 7.50 |
| BlackRock Russell 2000 Growth Index Fd 8 | 5.97 | 5.82 |
| BlackRock Russell 2000 Growth Idx Fd 31 | 6.06 | 5.67 |
| Voya Small Cap Growth Trust | 6.48 | 5.64 |
| BlackRock Russell 2000 Growth Idx Fd 46 | 6.09 | 5.54 |
| SSgA Russell Small Cap Growth Idx Cl A | 3.77 | 5.50 |
| BlackRock Russell 2000 Growth Idx Fd 51 | 6.08 | 5.48 |
| BlackRock Russell 2000 Growth Idx Fd 66 | 6.13 | 5.37 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| WTFSC Small Company Growth Port Cl 0 | 19.36 | 19.27 |
| FMT Small Cap Diversified Equity R1 | 0.00 | 18.66 |
| BlackRock Russell 2000 Growth Index Fd 8 | 17.29 | 17.16 |
| BlackRock Russell 2000 Growth Idx Fd 31 | 17.53 | 17.14 |
| BlackRock Russell 2000 Growth Idx Fd 46 | 17.54 | 16.98 |
| BlackRock Russell 2000 Growth Idx Fd 96 | 17.96 | 16.81 |
| SSgA Russell Small Cap Growth Idx Cl A | 0.00 | 16.70 |
| Hillsdale US Performance Equity Fund | 18.09 | 16.05 |
| FMT/iShares Russell 2000 Growth Index R1 | 0.00 | 15.78 |
| FMT SMID Diversified Growth R1 | 0.00 | 15.66 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Transamerica Partners Large Core - CTF | 0.00 | 15.88 |
| SSgA Active U.S. Large Cap Blend NL Cl A | 23.22 | 14.95 |
| Delaware Large Cap Value Trust 55 | 0.00 | 14.16 |
| ClearBridge Value Equity R1 | 0.00 | 13.74 |
| Wellington CIF II Research Value | 14.18 | 13.55 |
| Mellon Capital EB DL NSL Large Cap Value | 13.49 | 13.40 |
| Wells Fargo/BlackRock Lg Cp Vl Idx CIT N | 31.02 | 13.37 |
| Bernstein US Strategic Value - CIT Q | 14.29 | 13.27 |
| Bernstein US Strategic Value - CIT V | 14.28 | 13.27 |
| American Century US Value Yield Eq Tr 2 | 0.00 | 13.19 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| Brandywine Dynamic Large Cap Value BIT | 19.11 | 17.64 |
| FMT/DFA U.S. Large Cap Value R1 | 0.00 | 16.58 |
| SSgA Active U.S. Large Cap Blend NL Cl A | 15.80 | 16.31 |
| FMT/DFA U.S. Large Cap Value III R1 | 0.00 | 16.25 |
| Wellington CIF II Research Value | 16.77 | 16.23 |
| FMT/T. Rowe Price Value R1 | 0.00 | 15.77 |
| Christian Bros Inv Svcs Val Eq Fund Cl B | 16.27 | 15.58 |
| Wells Fargo/BlackRock Lg Cp Vl Idx CIT N | -0.74 | 15.43 |
| Mellon Capital EB DL NSL Large Cap Value | 15.29 | 15.22 |
| Brandywine Diversified Lg Cap Val BIT | 16.08 | 15.22 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 1 year gross return | 1 year net return |
|---|---|---|
| American Century US Mid Cap Value Eq Tr | 0.00 | 16.73 |
| FMT/American Century Mid Cap Value R1 | 0.00 | 15.92 |
| FMT/iShares Russell Mid-Cap Value Idx R1 | 0.00 | 15.84 |
| TS&W Mid Cap Value Trust | 0.00 | 14.76 |
| Victory Mid Cap Value Collective Fd 80-F | 0.00 | 11.97 |
| RidgeWorth Mid-Cap Value Equity | 0.00 | 11.02 |
| Comerica Dividend Income Strategy CIF | 8.02 | 8.02 |
| Speece Thorson Value Fund | 8.75 | 7.71 |
| WTFSC Mid Cap Fundamental Val Port Cl 0 | 6.80 | 6.71 |
| WTFSC Mid Cap Fundamental Val Port Cl R | 6.84 | 6.18 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 5 year gross return | 5 year net return |
|---|---|---|
| TS&W Mid Cap Value Trust | 0.00 | 17.00 |
| FMT/iShares Russell Mid-Cap Value Idx R1 | 0.00 | 16.66 |
| WTFSC Mid Cap Fundamental Val Port Cl 0 | 15.98 | 15.89 |
| FMT/DFA U.S. Vector Equity R1 | 0.00 | 15.48 |
| FMT/Vanguard Selected Value R1 | 0.00 | 15.48 |
| Speece Thorson Value Fund | 14.63 | 13.56 |
| Brandywine Mid Cap Value Equity BIT | 14.43 | 13.47 |
| Starcore Global Value Fundˆ&Copy; | 12.34 | 12.34 |
| First Trust All Eq Allc Portfolio, R1 | -2.50 | 11.24 |
| First Trust All Eq Allc Portfolio, R2 | -3.28 | 10.55 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| Invesco US Quantitative Sm Value Trust | 10.03 | 9.22 |
| Edge SMID Cap Value Equity Fund | 9.58 | 8.66 |
| Wellington CIF II Small Cap Value S1 | 8.37 | 7.47 |
| Victory Small Cap Value Collective 85 | 0.00 | 6.98 |
| Victory Small Cap Value Collective Fund | 7.89 | 6.76 |
| Brandywine Diversified Sm Cap Select BIT | 7.55 | 6.70 |
| Brandywine Diversified Small Cap BIT | 7.30 | 6.46 |
| Brandywine Diversified Small Cap GT | 7.28 | 6.43 |
| American Century US Small Cap Val Eq Tr | 0.00 | 4.62 |
| FMT/American Beacon Small Cap Value R1 | 0.00 | 4.35 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Invesco US Quantitative Sm Value Trust | 18.36 | 17.48 |
| FMT/DFA U.S. Small Cap Value R1 | 0.00 | 16.32 |
| Brandywine Diversified Small Cap GT | 17.11 | 16.19 |
| Brandywine Diversified Small Cap BIT | 17.09 | 16.17 |
| FMT/DFA U.S. Targeted Value R1 | 0.00 | 15.78 |
| FMT/American Beacon Small Cap Value R1 | 0.00 | 15.11 |
| WTFSC Small Company Value Portfolio Cl 0 | 14.94 | 14.85 |
| Victory Small Cap Value Collective Fund | 15.49 | 14.32 |
| BlackRock Russell 2000 Value Index Fd 8 | 14.43 | 14.30 |
| BlackRock Russell 2000 Value Index Fd 31 | 14.59 | 14.21 |
Source: Morningstar Separate Account/CIT Fund Database
| Financial | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/T. Rowe Price Financial Services R1 | 0.00 | 8.85 |
| Associated Banc Corp Stock Fund | 6.90 | 6.90 |
Source: Morningstar Separate Account/CIT Fund Database
| Financial | 5 year gross return | 5 year net return |
|---|---|---|
| Associated Banc Corp Stock Fund | 11.58 | 11.58 |
| FMT/T. Rowe Price Financial Services R1 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Health | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/T. Rowe Price Health Sciences R1 | 0.00 | 31.47 |
| FMT/SPDR Health Care Sector R1 | 0.00 | 23.82 |
Source: Morningstar Separate Account/CIT Fund Database
| Health | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/SPDR Health Care Sector R1 | 0.00 | 17.98 |
| FMT/T. Rowe Price Health Sciences R1 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Natural Resources | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/Ivy Global Natural Resources R1 | 0.00 | -13.47 |
Source: Morningstar Separate Account/CIT Fund Database
| Natural Resources | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/Ivy Global Natural Resources R1 | 0.00 | -2.86 |
Source: Morningstar Separate Account/CIT Fund Database
| Equity Precious Metals | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/First Eagle Gold Fund R1 | 0.00 | -2.76 |
Source: Morningstar Separate Account/CIT Fund Database
| Equity Precious Metals | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/First Eagle Gold Fund R1 | 0.00 | -10.36 |
Source: Morningstar Separate Account/CIT Fund Database
| Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| WTFSC Total Return REIT Portfolio Cl 0 | 31.64 | 31.51 |
| WTFSC Total Return REIT Portfolio Cl 45 | 32.33 | 30.94 |
| WTFSC Total Return REIT Portfolio Cl 60 | 32.42 | 30.84 |
| FMT/Nuveen Real Estate Securities R1 | 0.00 | 30.83 |
| FMT/DFA Real Estate Securities R1 | 0.00 | 30.65 |
| AEW Real Estate Securities Divers Trust | 0.00 | 30.43 |
| American Century U.S. Real Estate Sec Tr | 0.00 | 30.26 |
| Invesco US REITs Trust | 29.63 | 28.68 |
| JPMCB Divers Commercial Property-C | 0.00 | 15.41 |
| American Core Realty Fund, LLC | 11.60 | 10.50 |
Source: Morningstar Separate Account/CIT Fund Database
| Real Estate | 5 year gross return | 5 year net return |
|---|---|---|
| WTFSC Total Return REIT Portfolio Cl 0 | 17.95 | 17.83 |
| AEW Real Estate Securities Divers Trust | 0.00 | 16.99 |
| FMT/Nuveen Real Estate Securities R1 | 0.00 | 16.87 |
| FMT/DFA Real Estate Securities R1 | 0.00 | 16.48 |
| Invesco US REITs Trust | 16.43 | 15.56 |
| American Core Realty Fund, LLC | 12.28 | 11.20 |
| WTFSC Total Return REIT Portfolio Cl 45 | 0.00 | 0.00 |
| WTFSC Total Return REIT Portfolio Cl 60 | 0.00 | 0.00 |
| American Century U.S. Real Estate Sec Tr | 0.00 | 0.00 |
| JPMCB Divers Commercial Property-C | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Technology | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/SPDR Technology Sector R1 | 0.00 | 16.83 |
Source: Morningstar Separate Account/CIT Fund Database
| Technology | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/SPDR Technology Sector R1 | 0.00 | 13.53 |
Source: Morningstar Separate Account/CIT Fund Database
| Equity Energy | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/SPDR Energy Sector R1 | 0.00 | -8.80 |
Source: Morningstar Separate Account/CIT Fund Database
| Equity Energy | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/SPDR Energy Sector R1 | 0.00 | 8.14 |
Source: Morningstar Separate Account/CIT Fund Database
| Aggressive Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| WTFSC Strategic Balanced Portfolio Cl 0 | 10.26 | 10.15 |
| WTFSC Strategic Balanced Portfolio Cl 45 | 10.45 | 9.19 |
| FACETS Lifestyle Aggressive Fund R4 | 0.00 | 8.96 |
| FACETS Lifestyle Aggressive Fund R6 | 0.00 | 8.96 |
| FACETS Lifestyle Aggressive Fund R5 | 0.00 | 8.74 |
| Alerus Moderate Growth Direct | 7.60 | 7.60 |
| Alerus Moderate Growth Institutional | 7.75 | 7.54 |
| Haverford Moderately Agrsv Collective R1 | 0.00 | 7.32 |
| Alerus Aggressive Growth Institutional | 7.53 | 7.30 |
| Alerus Aggressive Growth Direct | 7.30 | 7.30 |
Source: Morningstar Separate Account/CIT Fund Database
| Aggressive Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| WTFSC Strategic Balanced Portfolio Cl 0 | 11.12 | 11.03 |
| Starcore III Fundˆ&Copy; | 0.00 | 11.00 |
| Associated Conservative Growth LifeStage | 10.63 | 10.63 |
| Associated ASAP2 Conserv Growth Strat | 10.60 | 10.60 |
| Associated ASAP Conservative Gr Strat | 10.57 | 10.57 |
| Manning & Napier Pro-Mix Max Term S | 11.05 | 10.05 |
| TOPSˆ® Strategic Allocation Growth | 0.00 | 9.60 |
| CUNA Mutual Lifestyle Aggressive Fund | 0.00 | 9.49 |
| WTFSC Strategic Balanced Portfolio Cl 45 | 0.00 | 0.00 |
| FACETS Lifestyle Aggressive Fund R4 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Bank Loan | 1 year gross return | 1 year net return |
|---|---|---|
| Voya Senior Loan Trust | 2.61 | 2.32 |
| Credit Suisse Floating Rate Trust 0IM | 2.45 | 2.27 |
| Credit Suisse Floating Rate Trust 15 | 2.41 | 2.07 |
| Credit Suisse Floating Rate Trust 45 | 2.42 | 1.78 |
| Pru Bank Loans CIT Inst Class | -3.11 | -3.65 |
Source: Morningstar Separate Account/CIT Fund Database
| Bank Loan | 5 year gross return | 5 year net return |
|---|---|---|
| Voya Senior Loan Trust | 6.34 | 5.44 |
| Pru Bank Loans CIT Inst Class | 4.96 | 4.38 |
| Credit Suisse Floating Rate Trust 0IM | 0.00 | 0.00 |
| Credit Suisse Floating Rate Trust 15 | 0.00 | 0.00 |
| Credit Suisse Floating Rate Trust 45 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| Invesco US Quantitative Sm Value Trust | 10.03 | 9.22 |
| Edge SMID Cap Value Equity Fund | 9.58 | 8.66 |
| Wellington CIF II Small Cap Value S1 | 8.37 | 7.47 |
| Victory Small Cap Value Collective 85 | 0.00 | 6.98 |
| Victory Small Cap Value Collective Fund | 7.89 | 6.76 |
| Brandywine Diversified Sm Cap Select BIT | 7.55 | 6.70 |
| Brandywine Diversified Small Cap BIT | 7.30 | 6.46 |
| Brandywine Diversified Small Cap GT | 7.28 | 6.43 |
| American Century US Small Cap Val Eq Tr | 0.00 | 4.62 |
| FMT/American Beacon Small Cap Value R1 | 0.00 | 4.35 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Invesco US Quantitative Sm Value Trust | 18.36 | 17.48 |
| FMT/DFA U.S. Small Cap Value R1 | 0.00 | 16.32 |
| Brandywine Diversified Small Cap GT | 17.11 | 16.19 |
| Brandywine Diversified Small Cap BIT | 17.09 | 16.17 |
| FMT/DFA U.S. Targeted Value R1 | 0.00 | 15.78 |
| FMT/American Beacon Small Cap Value R1 | 0.00 | 15.11 |
| WTFSC Small Company Value Portfolio Cl 0 | 14.94 | 14.85 |
| Victory Small Cap Value Collective Fund | 15.49 | 14.32 |
| BlackRock Russell 2000 Value Index Fd 8 | 14.43 | 14.30 |
| BlackRock Russell 2000 Value Index Fd 31 | 14.59 | 14.21 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 1 year gross return | 1 year net return |
|---|---|---|
| American Century US Mid Cap Value Eq Tr | 0.00 | 16.73 |
| FMT/American Century Mid Cap Value R1 | 0.00 | 15.92 |
| FMT/iShares Russell Mid-Cap Value Idx R1 | 0.00 | 15.84 |
| TS&W Mid Cap Value Trust | 0.00 | 14.76 |
| Victory Mid Cap Value Collective Fd 80-F | 0.00 | 11.97 |
| RidgeWorth Mid-Cap Value Equity | 0.00 | 11.02 |
| Comerica Dividend Income Strategy CIF | 8.02 | 8.02 |
| Speece Thorson Value Fund | 8.75 | 7.71 |
| WTFSC Mid Cap Fundamental Val Port Cl 0 | 6.80 | 6.71 |
| WTFSC Mid Cap Fundamental Val Port Cl R | 6.84 | 6.18 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 5 year gross return | 5 year net return |
|---|---|---|
| TS&W Mid Cap Value Trust | 0.00 | 17.00 |
| FMT/iShares Russell Mid-Cap Value Idx R1 | 0.00 | 16.66 |
| WTFSC Mid Cap Fundamental Val Port Cl 0 | 15.98 | 15.89 |
| FMT/DFA U.S. Vector Equity R1 | 0.00 | 15.48 |
| FMT/Vanguard Selected Value R1 | 0.00 | 15.48 |
| Speece Thorson Value Fund | 14.63 | 13.56 |
| Brandywine Mid Cap Value Equity BIT | 14.43 | 13.47 |
| Starcore Global Value Fundˆ&Copy; | 12.34 | 12.34 |
| First Trust All Eq Allc Portfolio, R1 | -2.50 | 11.24 |
| First Trust All Eq Allc Portfolio, R2 | -3.28 | 10.55 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Transamerica Partners Large Core - CTF | 0.00 | 15.88 |
| SSgA Active U.S. Large Cap Blend NL Cl A | 23.22 | 14.95 |
| Delaware Large Cap Value Trust 55 | 0.00 | 14.16 |
| ClearBridge Value Equity R1 | 0.00 | 13.74 |
| Wellington CIF II Research Value | 14.18 | 13.55 |
| Mellon Capital EB DL NSL Large Cap Value | 13.49 | 13.40 |
| Wells Fargo/BlackRock Lg Cp Vl Idx CIT N | 31.02 | 13.37 |
| Bernstein US Strategic Value - CIT Q | 14.29 | 13.27 |
| Bernstein US Strategic Value - CIT V | 14.28 | 13.27 |
| American Century US Value Yield Eq Tr 2 | 0.00 | 13.19 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| Brandywine Dynamic Large Cap Value BIT | 19.11 | 17.64 |
| FMT/DFA U.S. Large Cap Value R1 | 0.00 | 16.58 |
| SSgA Active U.S. Large Cap Blend NL Cl A | 15.80 | 16.31 |
| FMT/DFA U.S. Large Cap Value III R1 | 0.00 | 16.25 |
| Wellington CIF II Research Value | 16.77 | 16.23 |
| FMT/T. Rowe Price Value R1 | 0.00 | 15.77 |
| Christian Bros Inv Svcs Val Eq Fund Cl B | 16.27 | 15.58 |
| Wells Fargo/BlackRock Lg Cp Vl Idx CIT N | -0.74 | 15.43 |
| Mellon Capital EB DL NSL Large Cap Value | 15.29 | 15.22 |
| Brandywine Diversified Lg Cap Val BIT | 16.08 | 15.22 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Wellington CIF II Small Cap 2000 S1 | 10.06 | 9.10 |
| FMT Small Cap Diversified Equity R1 | 0.00 | 8.84 |
| Wells Fargo/Multi-Manager Sm Cap CIT F | 7.50 | 7.50 |
| BlackRock Russell 2000 Growth Index Fd 8 | 5.97 | 5.82 |
| BlackRock Russell 2000 Growth Idx Fd 31 | 6.06 | 5.67 |
| Voya Small Cap Growth Trust | 6.48 | 5.64 |
| BlackRock Russell 2000 Growth Idx Fd 46 | 6.09 | 5.54 |
| SSgA Russell Small Cap Growth Idx Cl A | 3.77 | 5.50 |
| BlackRock Russell 2000 Growth Idx Fd 51 | 6.08 | 5.48 |
| BlackRock Russell 2000 Growth Idx Fd 66 | 6.13 | 5.37 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| WTFSC Small Company Growth Port Cl 0 | 19.36 | 19.27 |
| FMT Small Cap Diversified Equity R1 | 0.00 | 18.66 |
| BlackRock Russell 2000 Growth Index Fd 8 | 17.29 | 17.16 |
| BlackRock Russell 2000 Growth Idx Fd 31 | 17.53 | 17.14 |
| BlackRock Russell 2000 Growth Idx Fd 46 | 17.54 | 16.98 |
| BlackRock Russell 2000 Growth Idx Fd 96 | 17.96 | 16.81 |
| SSgA Russell Small Cap Growth Idx Cl A | 0.00 | 16.70 |
| Hillsdale US Performance Equity Fund | 18.09 | 16.05 |
| FMT/iShares Russell 2000 Growth Index R1 | 0.00 | 15.78 |
| FMT SMID Diversified Growth R1 | 0.00 | 15.66 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| FMT Mid Cap Growth R1 | 0.00 | 13.67 |
| PGI CIT Mid-Cap Equity Fund | 13.61 | 12.93 |
| FMT/T. Rowe Price Mid-Cap Growth R1 | 0.00 | 12.75 |
| PGI CIT Mid-Cap Equity Fund A | 13.16 | 12.71 |
| Wellington CIF II Mid Cap Opportunity S2 | 11.69 | 11.16 |
| Wellington CIF II Mid Cap Opportunity S1 | 11.69 | 10.97 |
| WTFSC Mid-Cap Growth Portfolio Cl 0 | 9.13 | 9.04 |
| FMT/Meridian Growth R1 | 0.00 | 9.02 |
| Transamerica Partners Mid Growth - CTF | 0.00 | 8.85 |
| FMT/iShares Russell MidCap Growth Idx R1 | 0.00 | 8.82 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 5 year gross return | 5 year net return |
|---|---|---|
| FMT Mid Cap Growth R1 | 0.00 | 19.33 |
| MIZAN All Equity Moderate Alloc Fd R1 | 0.00 | 17.16 |
| FMT/T. Rowe Price Mid-Cap Growth R1 | 0.00 | 17.01 |
| Wellington CIF II Mid Cap Opportunity S2 | 16.62 | 16.06 |
| Wellington CIF II Mid Cap Opportunity S1 | 16.62 | 15.88 |
| Champlain Mid Cap Fund, LLC | 16.71 | 15.74 |
| WTFSC Mid-Cap Growth Portfolio Cl 0 | 15.72 | 15.63 |
| FMT/Meridian Growth R1 | 0.00 | 15.50 |
| FMT/iShares Russell MidCap Growth Idx R1 | 0.00 | 15.33 |
| Wellington CIF II Mid Cap Growth S1 | 14.48 | 13.69 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Comerica LargeCap Growth C | 14.89 | 14.86 |
| Comerica LargeCap Growth | 14.89 | 14.83 |
| Wellington CIF II Large Cap Research S1 | 15.08 | 14.47 |
| Wellington CIF US Research Equity | 14.83 | 14.15 |
| Voya Large Cap Growth Trust | 14.38 | 13.76 |
| FMT/Vanguard Growth Index R1 | 0.00 | 13.22 |
| Wells Fargo/BlackRock Lg Cp Gr Idx CIT N | 29.30 | 13.19 |
| FMT Large Cap Focus Growth R1 | 0.00 | 13.10 |
| Mellon Capital EB DL NSL Large Cap Grwth | 13.17 | 13.08 |
| Delaware Large Cap Growth Trust | 0.00 | 13.01 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| FMT Large Cap Focus Growth R1 | 0.00 | 16.74 |
| Wellington CIF II Large Cap Research S1 | 17.18 | 16.55 |
| Wellington CIF US Research Equity | 17.21 | 16.51 |
| FMT Large Cap Opportunities R1 | 0.00 | 16.31 |
| Comerica LargeCap Growth | 16.04 | 16.02 |
| Wells Fargo/BlackRock Lg Cp Gr Idx CIT N | 3.39 | 15.84 |
| FMT/Alger Spectra Fund R1 | 0.00 | 15.70 |
| FMT/Vanguard Growth Index R1 | 0.00 | 15.55 |
| Wells Fargo/BlackRock Lg Cp Gr Idx N20 | 0.00 | 15.55 |
| FMT/American Funds Amcap R1 | 0.00 | 15.26 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| WTFSC Small Comp Diversified Value Cl 0 | 10.15 | 10.01 |
| Rothschild U.S. Small/Mid-Cap Core Cl 2 | 0.00 | 9.70 |
| WTFSC Small Comp Diversified Value Cl 45 | 10.34 | 9.06 |
| WTFSC Small Comp Diversified Value Cl 60 | 10.41 | 8.96 |
| Invesco US Quantitative Small Core Trust | 9.17 | 8.35 |
| Mellon Capital EB DL Mkt Completion | 7.83 | 7.70 |
| Mellon Capital EB DL Small Cap Core | 8.26 | 7.51 |
| Wellington CIF II Small Cap Opps | 8.25 | 7.33 |
| FMT/Vanguard Small Cap Stock Index R1 | 0.00 | 7.13 |
| FMT Small Cap Intrinsic Value R1 | 0.00 | 7.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Invesco US Quantitative Small Core Trust | 18.69 | 17.81 |
| Mellon Capital EB DL Small Cap Core | 18.56 | 17.75 |
| Wellington CIF II Small Cap Opps | 18.47 | 17.56 |
| FMT/DFA U.S. Micro Cap R1 | 0.00 | 17.26 |
| Comerica SmallCap 600 Inst | 17.26 | 17.26 |
| SMA Small Company 600 Index Fund | 5.15 | 17.22 |
| Amalgamated Bank LongView 600 SC Idx CF | 17.23 | 17.18 |
| Comerica SmallCap 600 A | 17.31 | 17.14 |
| RAM Small-Cap Trust | 18.94 | 16.94 |
| FMT/DFA U.S. Small Cap R1 | 0.00 | 16.89 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Mellon Capital EB DL Mid Cap Stk Idx | 14.32 | 14.21 |
| Mellon Capital EB DL Mid Cap Stk Idx UC2 | 14.32 | 14.16 |
| Transamerica Partners Mid Value - CTF | 0.00 | 13.76 |
| Mellon Capital EB DO Mid Cap Core | 14.15 | 13.47 |
| FMT/Vanguard Midcap Index R1 | 0.00 | 13.34 |
| FMT/Longleaf Small Cap R1 | 0.00 | 12.09 |
| Amalgamated Bank Longview Qnt Mid Cap CF | 12.55 | 11.94 |
| QMA US Mid Cap Core Equity Fund | 12.17 | 11.56 |
| FMT Mid Cap Value R1 | 0.00 | 11.33 |
| LMCG MidCap Core Collective Fund | 0.00 | 9.88 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Mellon Capital EB DO Mid Cap Core | 19.81 | 19.07 |
| Amalgamated Bank Longview Qnt Mid Cap CF | 19.43 | 18.79 |
| QMA US Mid Cap Core Equity Fund | 19.09 | 18.45 |
| Burgundy US Small/Mid Cap Fund | 18.13 | 17.93 |
| Mellon Capital EB DL Mid Cap Stk Idx | 17.52 | 17.48 |
| Mellon Capital EB DL Mid Cap Stk Idx UC2 | 17.52 | 17.46 |
| The Boston Mid-Cap Opp Value Equity CF | 18.03 | 17.10 |
| FMT/Longleaf Small Cap R1 | 0.00 | 16.95 |
| Comerica MidCap 400 Inst | 16.77 | 16.77 |
| SSgA S&P MidCap Index Fund - Class I | 16.43 | 16.62 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| SSgA NASDAQ 100 Index Fund - Class A | 27.48 | 19.36 |
| SSgA NASDAQ 100 Index Fund - Class C | 27.46 | 19.29 |
| Mellon Capital Tangent-Added Composite | 19.75 | 19.16 |
| Mellon Capital EB DO Large Cap Core | 17.34 | 16.30 |
| Amalgamated Bank LongView Quant. LC CF | 15.54 | 15.20 |
| Amalgamated Bank LongView LC Qtv VEBA Fd | 15.45 | 15.11 |
| QMA US Core Equity Fund | 15.48 | 15.09 |
| Wells Fargo Enhanced Stock Market Fund N | 31.00 | 14.45 |
| Wells Fargo Enhanced Stock Market N20 | 14.22 | 14.22 |
| QMA US All Cap Core Equity Fund | 14.61 | 14.21 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Mellon Capital Tangent-Added Composite | 21.97 | 21.40 |
| SSgA NASDAQ 100 Index Fund - Class A | 20.01 | 19.22 |
| SSgA NASDAQ 100 Index Fund - Class C | 19.97 | 19.15 |
| QMA US All Cap Core Equity Fund | 17.14 | 16.74 |
| QMA US Core Equity Fund | 16.39 | 15.99 |
| Amalgamated Bank LongView Quant. LC CF | 16.32 | 15.98 |
| SSgA Russell Large Cap Index - Class I | 16.09 | 15.82 |
| Amalgamated Bank LongView LC Qtv VEBA Fd | 16.14 | 15.80 |
| Wells Fargo Enhanced Stock Market Fund N | 1.39 | 15.73 |
| SSgA U.S. Total Market Index Fd Class I | 15.85 | 15.71 |
Source: Morningstar Separate Account/CIT Fund Database
| Long/Short Equity | 1 year gross return | 1 year net return |
|---|---|---|
| Mellon Capital EB Equity Mkt Neutral | 0.38 | -0.41 |
Source: Morningstar Separate Account/CIT Fund Database
| Long/Short Equity | 5 year gross return | 5 year net return |
|---|---|---|
| Mellon Capital EB Equity Mkt Neutral | 2.53 | 1.62 |
Source: Morningstar Separate Account/CIT Fund Database
| Leveraged Net Long | 1 year gross return | 1 year net return |
|---|---|---|
| Analytic Core Eq Plus (SP500) | 14.07 | 13.53 |
Source: Morningstar Separate Account/CIT Fund Database
| Leveraged Net Long | 5 year gross return | 5 year net return |
|---|---|---|
| Analytic Core Eq Plus (SP500) | 15.85 | 15.31 |
Source: Morningstar Separate Account/CIT Fund Database
| Market Neutral | 1 year gross return | 1 year net return |
|---|---|---|
| Credit Suisse Lqd Alt Beta Idx Trst 0IM | 4.87 | 4.76 |
Source: Morningstar Separate Account/CIT Fund Database
| Market Neutral | 5 year gross return | 5 year net return |
|---|---|---|
| Credit Suisse Lqd Alt Beta Idx Trst 0IM | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| World Stock | 1 year gross return | 1 year net return |
|---|---|---|
| Lazard/Wilmington Global Mgd Volatil 1 | 14.33 | 13.90 |
| RTC Global Listed Infrastructure | 0.00 | 12.15 |
| Burgundy Global Focused Opportunities | 10.55 | 9.63 |
| Wellington CIF Global Research Equity | 7.46 | 6.66 |
| Navigator Global Equity ETF Fd Fee Cl 5 | 6.95 | 5.96 |
| Aggressive Growth ETF Fund 35 | 5.24 | 4.85 |
| Brandywine Quant Global Value Eq BIT | 5.84 | 4.85 |
| Wellington CIF Global Value | 5.63 | 4.85 |
| Aggressive Growth ETF Fund 60 | 5.33 | 4.66 |
| FMT/Mutual Global Discovery R1 | 0.00 | 4.63 |
Source: Morningstar Separate Account/CIT Fund Database
| World Stock | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Global Perspectives | 15.95 | 15.58 |
| Marathon Asset Mgt Active Global Eq | 13.21 | 12.66 |
| FMT/DFA Global Equity R1 | 0.00 | 11.58 |
| Wellington CIF Global Research Equity | 11.98 | 11.45 |
| FMT/American Funds Small Cap World R1 | 0.00 | 11.35 |
| Burgundy Global Focused Opportunities | 11.93 | 11.30 |
| FMT/American Funds New Perspective R1 | 0.00 | 10.50 |
| Brandywine Quant Global Value Eq BIT | 11.50 | 10.46 |
| FMT LifeStyle Aggressive Growth R1 | 0.00 | 10.30 |
| Pyramis Select Global CIT | 10.97 | 10.27 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Sprucegrove U.S. International Pool | -2.85 | -3.72 |
| Brandes International Equity Fund 1 | -3.51 | -4.04 |
| WTFSC Intl Fundamental Value Port Cl 0 | -4.77 | -4.92 |
| The Boston International CF | -4.78 | -5.55 |
| LongView Intl. Value Eq Coll Fund | -5.41 | -6.12 |
| WTFSC International Value Port Cl 0 | -6.27 | -6.43 |
| LSV Asset Mgt Intl Lg Cap Val Eq Trust | -5.78 | -6.47 |
| Templeton Intl Foreign CF | -5.90 | -6.48 |
| FMT/DFA International Value R1 | 0.00 | -7.32 |
| WTFSC International Value Port Cl 45 | -6.44 | -7.51 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| The Boston International CF | 8.73 | 7.86 |
| Sprucegrove U.S. International Pool | 7.54 | 6.58 |
| LSV Asset Mgt Intl Lg Cap Val Eq Trust | 6.07 | 5.32 |
| Pictet International Equity Fund LLC | 6.00 | 5.24 |
| Brandes International Equity Fund 1 | 5.59 | 5.05 |
| WTFSC Intl Fundamental Value Port Cl 0 | 5.16 | 4.99 |
| Templeton Intl Foreign CF | 4.88 | 4.20 |
| LongView Intl. Value Eq Coll Fund | 6.87 | 3.98 |
| FMT/DFA International Value R1 | 0.00 | 3.84 |
| WTFSC International Value Port Cl 0 | 3.09 | 2.94 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| MFSˆ® International Value CIT Cl 1 | 0.00 | 2.25 |
| MFSˆ® International Value CIT Cl 2 | 0.00 | 1.53 |
| Waddell & Reed Intl Core Eq CIT 1 | 0.00 | 1.09 |
| Waddell & Reed Intl Core Eq CIT 2 | 0.00 | 1.08 |
| FMT/Dodge & Cox International R1 | 0.00 | -0.28 |
| EARNEST Intl Collective Investment Trust | 0.00 | -2.47 |
| Sanderson Asset Mgt Intl Val Eq | -1.57 | -2.58 |
| PGI Diversified International Equity Fd | -1.96 | -2.70 |
| Mellon Capital EB DL NSL ACWI ex-US | -3.72 | -3.83 |
| Harris Assoc Oakmark Intl Collective 1 | 0.00 | -4.13 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Sanderson Asset Mgt Intl Val Eq | 10.70 | 9.59 |
| PGI Diversified International Equity Fd | 8.44 | 7.63 |
| FMT/Dodge & Cox International R1 | 0.00 | 7.62 |
| GlobeFlex International All Cap CF | 7.50 | 6.70 |
| Christian Bros CUIT Int'l Equity Class B | 7.76 | 6.60 |
| QMA International Core Equity Fund | 6.81 | 6.23 |
| Christian Bros CUIT Int'l Equity Class A | 7.76 | 6.17 |
| Mellon Capital EB DL NSL Intl Stk Idx | 6.17 | 6.02 |
| Mellon Capital EB DL Intl Stk Idx | 6.02 | 5.89 |
| Wellington CIF II Intl Research Eq S1 | 6.58 | 5.84 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Invesco International Growth Eq Trust | 1.16 | 0.35 |
| FMT Aggressive International Growth R1 | 0.00 | 0.24 |
| Artisan International Growth Trust - T1 | 0.00 | -0.19 |
| FMT/Artisan International R1 | 0.00 | -1.33 |
| William Blair International Growth CIT | -1.38 | -2.17 |
| FMT/American Funds Europacific R1 | 0.00 | -2.64 |
| WTFSC International Growth Port Cl 0 | -2.98 | -3.16 |
| Thornburg Intl Eq Fd (CIT) Tier 2 | 0.00 | -3.53 |
| Thornburg Intl Equity Fd (CIT) Tier 1 | 0.00 | -3.60 |
| FMT/Thornburg International Equity R1 | 0.00 | -3.88 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Artisan International Growth Trust - T1 | 0.00 | 9.12 |
| FMT/Artisan International R1 | 0.00 | 8.68 |
| Invesco International Growth Eq Trust | 8.80 | 7.94 |
| MFSˆ® International Growth Equity CIT | 0.00 | 6.93 |
| Capital Group Int’l Equity DC Unit S | 16.74 | 6.33 |
| MFSˆ® International Growth Eq CIT-Cl 2 | 0.00 | 6.12 |
| Capital Group Int'l Equity DB Fund | 7.07 | 6.09 |
| Capital Group Int’l Equity DC Unit T | 6.91 | 5.93 |
| FMT/American Funds Europacific R1 | 0.00 | 5.66 |
| FMT/Thornburg International Equity R1 | 0.00 | 5.29 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Value | 1 year gross return | 1 year net return |
|---|---|---|
| LMCG Intl Small Cap Collective Fund | 0.00 | 1.78 |
| Templeton International Smaller Co CF | -2.14 | -2.80 |
| Pyramis Select Intl Small Cap Rep | -3.63 | -4.40 |
| FMT/DFA Intl Small Cap Value R1 | 0.00 | -5.33 |
| Pyramis Select Intl Small Cap CIT | -5.75 | -6.51 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Value | 5 year gross return | 5 year net return |
|---|---|---|
| Templeton International Smaller Co CF | 10.60 | 10.00 |
| Pyramis Select Intl Small Cap CIT | 10.62 | 9.75 |
| Pyramis Select Intl Small Cap Rep | 10.59 | 9.72 |
| FMT/DFA Intl Small Cap Value R1 | 0.00 | 8.04 |
| LMCG Intl Small Cap Collective Fund | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Growth | 1 year gross return | 1 year net return |
|---|---|---|
| MFSˆ® International Small Cap CIT-Class 1 | 0.00 | -1.51 |
| MFSˆ® International Small Cap CIT-Class 4 | 0.00 | -2.35 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Growth | 5 year gross return | 5 year net return |
|---|---|---|
| MFSˆ® International Small Cap CIT-Class 1 | 0.00 | 0.00 |
| MFSˆ® International Small Cap CIT-Class 4 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Europe Stock | 1 year gross return | 1 year net return |
|---|---|---|
| Pyramis Europe Growth Pool | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Europe Stock | 5 year gross return | 5 year net return |
|---|---|---|
| Pyramis Europe Growth Pool | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Pacific/Asia ex-Japan Stk | 1 year gross return | 1 year net return |
|---|---|---|
| Edgbaston Asia Pacific ex-Japan Equity | 8.38 | 7.05 |
| NT MSCI AC Asia ex Japan-ND | 4.65 | 4.49 |
Source: Morningstar Separate Account/CIT Fund Database
| Pacific/Asia ex-Japan Stk | 5 year gross return | 5 year net return |
|---|---|---|
| Edgbaston Asia Pacific ex-Japan Equity | 11.31 | 9.94 |
| NT MSCI AC Asia ex Japan-ND | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Diversified Emerging Mkts | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/Virtus Emerging Markets Opp. R1 | 0.00 | 4.86 |
| William Emerging Markets Growth CIT | 5.39 | 4.35 |
| FMT/DFA Emerging Markets Small-Cap R1 | 0.00 | 2.63 |
| City of London Global Emg Mkts Fund | 2.83 | 1.60 |
| Wasatch Emerging Markets Small Cap A | 0.00 | 0.19 |
| Amundi Global Emerging Market Equity R1 | 0.00 | 0.18 |
| LSV Asset Mgt Emg Mkts Val Eq Fund LP | 0.61 | -0.36 |
| FMT/Vanguard Emerging Markets R1 | 0.00 | -0.66 |
| RTC Emerging Markets | 0.00 | -0.71 |
| FMT/DFA Emerging Markets R1 | 0.00 | -1.27 |
Source: Morningstar Separate Account/CIT Fund Database
| Diversified Emerging Mkts | 5 year gross return | 5 year net return |
|---|---|---|
| RTC Frontier Markets | 0.00 | 10.04 |
| LSV Asset Mgt Emg Mkts Val Eq Fund LP | 5.47 | 4.47 |
| FMT/DFA Emerging Markets Small-Cap R1 | 0.00 | 4.45 |
| RTC Emerging Markets | 0.00 | 4.10 |
| Parametric Emerging Markets Equity (CIT) | 3.93 | 3.17 |
| FMT/DFA Emerging Markets R1 | 0.00 | 2.54 |
| QMA Emerging Markets Core Equity Fund | 3.01 | 2.30 |
| FMT/DFA Emerging Markets Core Equity R1 | 0.00 | 2.27 |
| City of London Global Emg Mkts Fund | 3.54 | 2.27 |
| BlackRock Emerging Markets Eq Idx Fd 0 | 1.75 | 1.71 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| PGI Global Property Securities Fund | 17.54 | 16.73 |
| DeAWM RREEF Glbl Real Est Sec CF-A | 16.64 | 16.64 |
| DeAWM RREEF Glbl Real Est Sec CoFund | 16.64 | 16.64 |
| AEW Gl Property Secs Master Tr-DC Plan A | 0.00 | 16.31 |
| AEW Gl Property Securities Master Tr-Agg | 0.00 | 16.25 |
| Invesco Global REITs Trust | 16.24 | 15.31 |
| Voya Global Real Estate | 14.06 | 14.06 |
| FMT/DFA Int'l Real Estate Securities R1 | 0.00 | 10.71 |
| Invesco Global ex-US REITs Trust | 2.86 | 2.03 |
| AEW Gl Property Secs Master Tr-DC Plan B | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Real Estate | 5 year gross return | 5 year net return |
|---|---|---|
| Invesco Global REITs Trust | 11.76 | 10.87 |
| FMT/DFA Int'l Real Estate Securities R1 | 0.00 | 10.42 |
| Invesco Global ex-US REITs Trust | 8.12 | 7.12 |
| PGI Global Property Securities Fund | 0.00 | 0.00 |
| DeAWM RREEF Glbl Real Est Sec CF-A | 0.00 | 0.00 |
| DeAWM RREEF Glbl Real Est Sec CoFund | 0.00 | 0.00 |
| AEW Gl Property Secs Master Tr-DC Plan A | 0.00 | 0.00 |
| AEW Gl Property Securities Master Tr-Agg | 0.00 | 0.00 |
| Voya Global Real Estate | 0.00 | 0.00 |
| AEW Gl Property Secs Master Tr-DC Plan B | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| World Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Brandywine Global Opportun Fxd BGIMT | 6.91 | 6.33 |
| Brandywine Global Fixed Income BIT | 5.98 | 5.40 |
| Brandywine Global Fixed Income GT | 5.91 | 5.33 |
| Brandywine Global Fixed Income BGIMT | 5.71 | 5.24 |
| Brandywine Intl Opportunistic Fxd BIT | 5.22 | 4.65 |
| BW Global Investment Grade Fixed Inc R1 | 0.00 | 4.44 |
| FMT/DFA Five-Year Global F/I R1 | 0.00 | 2.51 |
| Brandywine International Fixed Inc BIT | 2.97 | 2.41 |
| Franklin Templeton Global Bond Plus (CF) | 2.40 | 1.85 |
| Capital Group Global Aggregate FI CIT | 1.51 | 1.13 |
Source: Morningstar Separate Account/CIT Fund Database
| World Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Brandywine Global Opportun Fxd BGIMT | 8.12 | 7.53 |
| Brandywine Global Fixed Income BIT | 7.31 | 6.73 |
| Brandywine Global Fixed Income BGIMT | 7.01 | 6.53 |
| Brandywine Global Fixed Income GT | 7.10 | 6.51 |
| Brandywine Intl Opportunistic Fxd BIT | 6.49 | 5.91 |
| Brandywine International Fixed Inc BIT | 5.47 | 4.89 |
| FMT/DFA Five-Year Global F/I R1 | 0.00 | 2.98 |
| Capital Group Global Aggregate FI CIT | 2.88 | 2.49 |
| FMT/T. Rowe Price Intl Bond R1 | 0.00 | 0.89 |
| FMT/DFA Two Year Global F/I R1 | 0.00 | 0.50 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 1 year gross return | 1 year net return |
|---|---|---|
| FMT High Yield Bond R1 | 0.00 | 3.78 |
| Transamerica High Yield Bond - CTF | 0.00 | 3.76 |
| Wellington CIF II High Yield Bond S1 | 3.39 | 2.97 |
| FMT/Pimco High Yield R1 | 0.00 | 2.92 |
| Fort Washington High Yield Fixed Inc CF | 2.50 | 2.50 |
| Shenkman Capital Four Pts Multi-Strat Fd | 3.05 | 2.22 |
| Brevis High Income Fund, L.P. | 1.61 | 0.74 |
| Navigator Fixd Inc Total Ret Fd Fee Cl 5 | 0.71 | 0.21 |
| Capital Group Global High Yield FI DB Fd | 0.53 | -0.17 |
| FMT/Delaware High Yield Opportunity R1 | 0.00 | -0.88 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/Delaware High Yield Opportunity R1 | 0.00 | 8.21 |
| Fort Washington High Yield Fixed Inc CF | 8.59 | 8.17 |
| FMT/Pimco High Yield R1 | 0.00 | 7.83 |
| Capital Group Global High Yield FI DB Fd | 7.40 | 6.65 |
| FMT High Yield Bond R1 | 0.00 | 0.00 |
| Transamerica High Yield Bond - CTF | 0.00 | 0.00 |
| Wellington CIF II High Yield Bond S1 | 0.00 | 0.00 |
| Shenkman Capital Four Pts Multi-Strat Fd | 0.00 | 0.00 |
| Brevis High Income Fund, L.P. | 0.00 | 0.00 |
| Navigator Fixd Inc Total Ret Fd Fee Cl 5 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| Pyramis Mortgage-Backed Securities | 6.67 | 6.39 |
| FMT/Vanguard GNMA R1 | 0.00 | 6.14 |
| AFL-CIO Housing Inv Trust AFL-CIO CF | 6.58 | 6.10 |
| RiverSource Trust Government Income | 0.00 | 5.08 |
| Wells Fargo/BlackRock Int Gv/Cr Bd Idx N | 4.49 | 3.03 |
| FMT US Government Securities R1 | 0.00 | 2.55 |
| Pyramis Mortgage-Backed Securities CIT | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 5 year gross return | 5 year net return |
|---|---|---|
| AFL-CIO Housing Inv Trust AFL-CIO CF | 4.79 | 4.34 |
| Pyramis Mortgage-Backed Securities | 4.49 | 4.21 |
| FMT/Vanguard GNMA R1 | 0.00 | 3.78 |
| RiverSource Trust Government Income | 0.00 | 3.59 |
| Wells Fargo/BlackRock Int Gv/Cr Bd Idx N | 5.78 | 3.54 |
| FMT US Government Securities R1 | 0.00 | 2.42 |
| Pyramis Mortgage-Backed Securities CIT | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Pru Core Plus Fixed Inc CIT Inst Class | 7.48 | 7.16 |
| WTFSC Strategic Bond Portfolio Cl 0 | 7.06 | 6.95 |
| Transamerica Partners Core Bond - CTF | 0.00 | 6.73 |
| Voya Core Plus Trust | 7.04 | 6.72 |
| WTFSC Strategic Bond Portfolio Cl R | 7.09 | 6.58 |
| Wellington CIF II Core Bond S1 | 6.70 | 6.43 |
| Wells Fargo Core Bond CIT N | 7.95 | 6.34 |
| Invesco Core Plus Fixed Income Trust | 6.56 | 6.18 |
| WTFSC Strategic Bond Portfolio Cl 45 | 7.14 | 6.15 |
| WTFSC Fixed Income Index Portfolio Cl 0 | 6.22 | 6.11 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Brandes Core Plus Fixed Income Fund 1 | 7.24 | 6.92 |
| Pru Core Plus Fixed Inc CIT Inst Class | 7.01 | 6.69 |
| WTFSC Strategic Bond Portfolio Cl 0 | 6.73 | 6.64 |
| Invesco Core Plus Fixed Income Trust | 6.26 | 5.89 |
| Wellington CIF II Core Bond S1 | 6.03 | 5.75 |
| Wellington CIF II Core Bond Plus | 6.16 | 5.74 |
| Voya Core Plus Trust | 6.53 | 5.55 |
| Schwab Instl Core Plus FI Tr Fd III | 0.00 | 5.51 |
| Wells Fargo Core Bond CIT N | 8.06 | 5.47 |
| Schwab Instl Core Plus FI Tr Fd I | 0.00 | 5.27 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 1 year gross return | 1 year net return |
|---|---|---|
| Columbia Trust Short Dur U.S. Gvmt Fd II | 0.00 | 2.36 |
| Columbia Trust Short Dur U.S. Gvmt Fd | 0.00 | 1.96 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 0.77 | 0.67 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 0.77 | 0.65 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 0.78 | 0.43 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 0.80 | 0.29 |
| BlackRock 1-3 Year Gov Bd Idx Fd 66 | 0.79 | 0.08 |
| BlackRock 1-3 Year Gov Bd Idx Fd 96 | 0.82 | -0.18 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 5 year gross return | 5 year net return |
|---|---|---|
| Columbia Trust Short Dur U.S. Gvmt Fd II | 0.00 | 2.46 |
| Columbia Trust Short Dur U.S. Gvmt Fd | 0.00 | 2.05 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 1.03 | 0.94 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 1.03 | 0.92 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 1.03 | 0.69 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 1.05 | 0.55 |
| BlackRock 1-3 Year Gov Bd Idx Fd 96 | 1.07 | 0.07 |
| BlackRock 1-3 Year Gov Bd Idx Fd 66 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Amalgamated Ultra Construction Loan | 10.29 | 9.21 |
| Commercial Mortgage Backed Secs Fund | 7.60 | 7.12 |
| Voya Core Short Duration Trust | 1.15 | 3.51 |
| WTFSC Short Duration Portfolio Cl 0 | 2.47 | 2.37 |
| WTFSC Short Duration Portfolio Cl 60 | 2.50 | 1.48 |
| Christian Bros CUIT Short Bond Fund | 1.78 | 1.37 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 1.32 |
| Transamerica High Quality Bond - CTF | 0.00 | 1.21 |
| Associated Short Term Bond Fund | 1.18 | 1.18 |
| Associated PT Short Term Bond Fund | 1.07 | 1.07 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| WTFSC Short Duration Portfolio Cl 0 | 2.61 | 2.52 |
| Christian Bros CUIT Short Bond Fund | 2.52 | 2.12 |
| HB&T Fixed Income Fund | 0.00 | 2.03 |
| Voya Core Short Duration Trust | 1.75 | 1.91 |
| Associated Short Term Bond Fund | 1.45 | 1.45 |
| Associated PT Short Term Bond Fund | 1.43 | 1.43 |
| Amalgamated Ultra Construction Loan | -1.08 | -2.05 |
| Commercial Mortgage Backed Secs Fund | 0.00 | 0.00 |
| WTFSC Short Duration Portfolio Cl 60 | 0.00 | 0.00 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/DFA One-Year F/I R1 | 0.00 | -0.10 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.39 |
| FMT/SSGA Prime Money Market R1 | 0.00 | -0.41 |
| Pyramis Leveraged Loan Pool | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/DFA One-Year F/I R1 | 0.00 | 0.28 |
| FMT/SSGA Prime Money Market R1 | 0.00 | -0.33 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.37 |
| Pyramis Leveraged Loan Pool | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 1 year gross return | 1 year net return |
|---|---|---|
| Mellon Capital EB LT Govt Bond Idx | 24.67 | 24.61 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| Mellon Capital EB LT Govt Bond Idx | 9.87 | 9.82 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Wells Fargo Liability Driven Sol II F | 20.16 | 20.16 |
| Ryan Labs Long Government/Credit | 20.32 | 19.97 |
| Pyramis Long Corporate Pool | 0.00 | 0.00 |
| Pyramis Long Duration CIT | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Wells Fargo Liability Driven Sol II F | 10.20 | 10.20 |
| Ryan Labs Long Government/Credit | 0.00 | 0.00 |
| Pyramis Long Corporate Pool | 0.00 | 0.00 |
| Pyramis Long Duration CIT | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Pyramis Broad Market Duration Pool | 6.55 | 6.29 |
| Pyramis Investment Grade Credit Rep | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Pyramis Broad Market Duration Pool | 5.70 | 5.44 |
| Pyramis Investment Grade Credit Rep | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 1 year gross return | 1 year net return |
|---|---|---|
| FMT High Yield Bond R1 | 0.00 | 3.78 |
| Transamerica High Yield Bond - CTF | 0.00 | 3.76 |
| Wellington CIF II High Yield Bond S1 | 3.39 | 2.97 |
| FMT/Pimco High Yield R1 | 0.00 | 2.92 |
| Fort Washington High Yield Fixed Inc CF | 2.50 | 2.50 |
| Shenkman Capital Four Pts Multi-Strat Fd | 3.05 | 2.22 |
| Brevis High Income Fund, L.P. | 1.61 | 0.74 |
| Navigator Fixd Inc Total Ret Fd Fee Cl 5 | 0.71 | 0.21 |
| Capital Group Global High Yield FI DB Fd | 0.53 | -0.17 |
| FMT/Delaware High Yield Opportunity R1 | 0.00 | -0.88 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/Delaware High Yield Opportunity R1 | 0.00 | 8.21 |
| Fort Washington High Yield Fixed Inc CF | 8.59 | 8.17 |
| FMT/Pimco High Yield R1 | 0.00 | 7.83 |
| Capital Group Global High Yield FI DB Fd | 7.40 | 6.65 |
| FMT High Yield Bond R1 | 0.00 | 0.00 |
| Transamerica High Yield Bond - CTF | 0.00 | 0.00 |
| Wellington CIF II High Yield Bond S1 | 0.00 | 0.00 |
| Shenkman Capital Four Pts Multi-Strat Fd | 0.00 | 0.00 |
| Brevis High Income Fund, L.P. | 0.00 | 0.00 |
| Navigator Fixd Inc Total Ret Fd Fee Cl 5 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| Pyramis Mortgage-Backed Securities | 6.67 | 6.39 |
| FMT/Vanguard GNMA R1 | 0.00 | 6.14 |
| AFL-CIO Housing Inv Trust AFL-CIO CF | 6.58 | 6.10 |
| RiverSource Trust Government Income | 0.00 | 5.08 |
| Wells Fargo/BlackRock Int Gv/Cr Bd Idx N | 4.49 | 3.03 |
| FMT US Government Securities R1 | 0.00 | 2.55 |
| Pyramis Mortgage-Backed Securities CIT | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 5 year gross return | 5 year net return |
|---|---|---|
| AFL-CIO Housing Inv Trust AFL-CIO CF | 4.79 | 4.34 |
| Pyramis Mortgage-Backed Securities | 4.49 | 4.21 |
| FMT/Vanguard GNMA R1 | 0.00 | 3.78 |
| RiverSource Trust Government Income | 0.00 | 3.59 |
| Wells Fargo/BlackRock Int Gv/Cr Bd Idx N | 5.78 | 3.54 |
| FMT US Government Securities R1 | 0.00 | 2.42 |
| Pyramis Mortgage-Backed Securities CIT | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Pru Core Plus Fixed Inc CIT Inst Class | 7.48 | 7.16 |
| WTFSC Strategic Bond Portfolio Cl 0 | 7.06 | 6.95 |
| Transamerica Partners Core Bond - CTF | 0.00 | 6.73 |
| Voya Core Plus Trust | 7.04 | 6.72 |
| WTFSC Strategic Bond Portfolio Cl R | 7.09 | 6.58 |
| Wellington CIF II Core Bond S1 | 6.70 | 6.43 |
| Wells Fargo Core Bond CIT N | 7.95 | 6.34 |
| Invesco Core Plus Fixed Income Trust | 6.56 | 6.18 |
| WTFSC Strategic Bond Portfolio Cl 45 | 7.14 | 6.15 |
| WTFSC Fixed Income Index Portfolio Cl 0 | 6.22 | 6.11 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Brandes Core Plus Fixed Income Fund 1 | 7.24 | 6.92 |
| Pru Core Plus Fixed Inc CIT Inst Class | 7.01 | 6.69 |
| WTFSC Strategic Bond Portfolio Cl 0 | 6.73 | 6.64 |
| Invesco Core Plus Fixed Income Trust | 6.26 | 5.89 |
| Wellington CIF II Core Bond S1 | 6.03 | 5.75 |
| Wellington CIF II Core Bond Plus | 6.16 | 5.74 |
| Voya Core Plus Trust | 6.53 | 5.55 |
| Schwab Instl Core Plus FI Tr Fd III | 0.00 | 5.51 |
| Wells Fargo Core Bond CIT N | 8.06 | 5.47 |
| Schwab Instl Core Plus FI Tr Fd I | 0.00 | 5.27 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 1 year gross return | 1 year net return |
|---|---|---|
| Columbia Trust Short Dur U.S. Gvmt Fd II | 0.00 | 2.36 |
| Columbia Trust Short Dur U.S. Gvmt Fd | 0.00 | 1.96 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 0.77 | 0.67 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 0.77 | 0.65 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 0.78 | 0.43 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 0.80 | 0.29 |
| BlackRock 1-3 Year Gov Bd Idx Fd 66 | 0.79 | 0.08 |
| BlackRock 1-3 Year Gov Bd Idx Fd 96 | 0.82 | -0.18 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 5 year gross return | 5 year net return |
|---|---|---|
| Columbia Trust Short Dur U.S. Gvmt Fd II | 0.00 | 2.46 |
| Columbia Trust Short Dur U.S. Gvmt Fd | 0.00 | 2.05 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 1.03 | 0.94 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 1.03 | 0.92 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 1.03 | 0.69 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 1.05 | 0.55 |
| BlackRock 1-3 Year Gov Bd Idx Fd 96 | 1.07 | 0.07 |
| BlackRock 1-3 Year Gov Bd Idx Fd 66 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Amalgamated Ultra Construction Loan | 10.29 | 9.21 |
| Commercial Mortgage Backed Secs Fund | 7.60 | 7.12 |
| Voya Core Short Duration Trust | 1.15 | 3.51 |
| WTFSC Short Duration Portfolio Cl 0 | 2.47 | 2.37 |
| WTFSC Short Duration Portfolio Cl 60 | 2.50 | 1.48 |
| Christian Bros CUIT Short Bond Fund | 1.78 | 1.37 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 1.32 |
| Transamerica High Quality Bond - CTF | 0.00 | 1.21 |
| Associated Short Term Bond Fund | 1.18 | 1.18 |
| Associated PT Short Term Bond Fund | 1.07 | 1.07 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| WTFSC Short Duration Portfolio Cl 0 | 2.61 | 2.52 |
| Christian Bros CUIT Short Bond Fund | 2.52 | 2.12 |
| HB&T Fixed Income Fund | 0.00 | 2.03 |
| Voya Core Short Duration Trust | 1.75 | 1.91 |
| Associated Short Term Bond Fund | 1.45 | 1.45 |
| Associated PT Short Term Bond Fund | 1.43 | 1.43 |
| Amalgamated Ultra Construction Loan | -1.08 | -2.05 |
| Commercial Mortgage Backed Secs Fund | 0.00 | 0.00 |
| WTFSC Short Duration Portfolio Cl 60 | 0.00 | 0.00 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/DFA One-Year F/I R1 | 0.00 | -0.10 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.39 |
| FMT/SSGA Prime Money Market R1 | 0.00 | -0.41 |
| Pyramis Leveraged Loan Pool | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/DFA One-Year F/I R1 | 0.00 | 0.28 |
| FMT/SSGA Prime Money Market R1 | 0.00 | -0.33 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.37 |
| Pyramis Leveraged Loan Pool | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 1 year gross return | 1 year net return |
|---|---|---|
| Mellon Capital EB LT Govt Bond Idx | 24.67 | 24.61 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| Mellon Capital EB LT Govt Bond Idx | 9.87 | 9.82 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Wells Fargo Liability Driven Sol II F | 20.16 | 20.16 |
| Ryan Labs Long Government/Credit | 20.32 | 19.97 |
| Pyramis Long Corporate Pool | 0.00 | 0.00 |
| Pyramis Long Duration CIT | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Wells Fargo Liability Driven Sol II F | 10.20 | 10.20 |
| Ryan Labs Long Government/Credit | 0.00 | 0.00 |
| Pyramis Long Corporate Pool | 0.00 | 0.00 |
| Pyramis Long Duration CIT | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Pyramis Broad Market Duration Pool | 6.55 | 6.29 |
| Pyramis Investment Grade Credit Rep | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Pyramis Broad Market Duration Pool | 5.70 | 5.44 |
| Pyramis Investment Grade Credit Rep | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Inflation-Protected Bond | 1 year gross return | 1 year net return |
|---|---|---|
| PIMCO Diversified Real Asset CIT | 0.00 | 4.44 |
| SSgA U.S. Inflation Protect Bond Idx A | 1.57 | 3.60 |
| FMT/FFTW US TIPS R1 | 0.00 | 3.59 |
| FMT/Vanguard Inflation Protected Bond R1 | 0.00 | 3.46 |
| PIMCO Real Return Collective Trust II | 0.00 | 2.60 |
| Wellington CIF II TIPS S1 | 0.91 | 0.73 |
Source: Morningstar Separate Account/CIT Fund Database
| Inflation-Protected Bond | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO Diversified Real Asset CIT | 0.00 | 5.33 |
| SSgA U.S. Inflation Protect Bond Idx A | 4.43 | 4.07 |
| FMT/Vanguard Inflation Protected Bond R1 | 0.00 | 3.60 |
| Wellington CIF II TIPS S1 | 2.80 | 2.65 |
| FMT/FFTW US TIPS R1 | 0.00 | 0.00 |
| PIMCO Real Return Collective Trust II | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Stable Value | 1 year gross return | 1 year net return |
|---|---|---|
| Reliance MetLife Series 25157 Cl 0 | 0.00 | 2.54 |
| Reliance MetLife Series 25053 Cl 0 | 0.00 | 2.37 |
| Reliance MetLife Series 25157 Cl 40 | 0.00 | 2.34 |
| Reliance MetLife GAC Series 25157 Cl 25 | 0.00 | 2.28 |
| Reliance MetLife Series 25053 Cl 10 | 0.00 | 2.26 |
| Reliance MetLife Series 25053 Cl 15 | 0.00 | 2.23 |
| WTRISC CIT III for Metlife GAC 25554 I | 2.30 | 2.22 |
| Reliance MetLife Series 25157 Cl 35 | 0.00 | 2.18 |
| Reliance MetLife Series 25053 Cl 20 | 0.00 | 2.16 |
| WTRISC CIT III for Metlife GAC 25554 J | 2.30 | 2.13 |
Source: Morningstar Separate Account/CIT Fund Database
| Stable Value | 5 year gross return | 5 year net return |
|---|---|---|
| Reliance MetLife Series 25157 Cl 0 | 0.00 | 3.21 |
| Reliance MetLife Series 25053 Cl 0 | 0.00 | 3.18 |
| Reliance MetLife Series 25157 Cl 40 | 0.00 | 3.17 |
| Reliance MetLife GAC Series 25157 Cl 25 | 0.00 | 3.14 |
| IBEW NECA Stable Value Trust Premier Cl | 0.00 | 3.14 |
| Reliance MetLife Series 25157 Cl 50 | 0.00 | 3.11 |
| Reliance MetLife Series 25053 Cl 10 | 0.00 | 3.07 |
| Reliance MetLife Series 25053 Cl 15 | 0.00 | 3.03 |
| Reliance MetLife Series 25053 Cl 25 | 0.00 | 2.92 |
| Putnam Stable Value Fund: Gross | 2.89 | 2.89 |
Source: Morningstar Separate Account/CIT Fund Database
| Convertibles | 1 year gross return | 1 year net return |
|---|---|---|
| Victory Inv-Grd Convtb Sec Collective Fd | 15.23 | 14.43 |
| Shenkman Capital Mgt Gamma Convert Fund | 2.38 | 1.53 |
Source: Morningstar Separate Account/CIT Fund Database
| Convertibles | 5 year gross return | 5 year net return |
|---|---|---|
| Victory Inv-Grd Convtb Sec Collective Fd | 10.83 | 10.06 |
| Shenkman Capital Mgt Gamma Convert Fund | 8.12 | 7.24 |
Source: Morningstar Separate Account/CIT Fund Database
| Emerging Markets Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Pru Emg Mkt Debt CIT Inst Class | 7.76 | 7.14 |
| MFSˆ® Emerging Markets Debt CIT | 0.00 | 6.54 |
| TCW Emerging Mkts Fxd Inc Collective Tr | 0.00 | 1.90 |
| TCW Emerging Markets Fixed Income Cl D | 0.00 | 1.73 |
| Capital Group EM Debt (Broad) DB Fund | 1.12 | 0.51 |
| Capital Group EM Debt (Broad) DC Unit T | 0.98 | 0.38 |
| UBS: Emerging Markets Debt CF | -2.14 | -2.72 |
| PIMCO Emerging Markets Currency CIT | 0.00 | -6.83 |
| Pyramis Emerging Market Debt Pool | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Emerging Markets Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Pru Emg Mkt Debt CIT Inst Class | 9.38 | 8.65 |
| MFSˆ® Emerging Markets Debt CIT | 0.00 | 7.61 |
| Capital Group EM Debt (Broad) DB Fund | 5.31 | 4.68 |
| TCW Emerging Mkts Fxd Inc Collective Tr | 0.00 | 0.00 |
| TCW Emerging Markets Fixed Income Cl D | 0.00 | 0.00 |
| Capital Group EM Debt (Broad) DC Unit T | 0.00 | 0.00 |
| UBS: Emerging Markets Debt CF | 0.00 | 0.00 |
| PIMCO Emerging Markets Currency CIT | 0.00 | 0.00 |
| Pyramis Emerging Market Debt Pool | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| World Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| WTFSC Multi-Asset Portfolio Cl 0 | 7.21 | 7.15 |
| FMT/American Funds Capital Income Bu. R1 | 0.00 | 6.54 |
| WTFSC Multi-Asset Portfolio Cl 45 | 7.30 | 6.17 |
| Growth ETF Fund 35 | 5.48 | 5.10 |
| Growth ETF Fund 60 | 5.53 | 4.88 |
| Growth ETF Fund 75 | 5.58 | 4.77 |
| Growth ETF Fund 95 | 5.55 | 4.55 |
| WTFSC Global Securities Portfolio Cl 0 | 4.52 | 4.38 |
| Income & Growth ETF Fund 35 | 4.55 | 4.17 |
| Income ETF Fund 35 | 4.44 | 4.05 |
Source: Morningstar Separate Account/CIT Fund Database
| World Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/American Funds Capital Income Bu. R1 | 0.00 | 8.88 |
| Growth ETF Fund 35 | 8.83 | 8.42 |
| WTFSC Multi-Asset Portfolio Cl 0 | 8.37 | 8.32 |
| Growth ETF Fund 60 | 8.88 | 8.20 |
| Growth ETF Fund 75 | 8.94 | 8.10 |
| PMC Pathway Moderate Bal II | 0.00 | 7.05 |
| WTFSC Global Securities Portfolio Cl 0 | 7.12 | 6.99 |
| Income & Growth ETF Fund 35 | 7.30 | 6.90 |
| Income & Growth ETF Fund 60 | 7.31 | 6.65 |
| Income & Growth ETF Fund 75 | 7.42 | 6.60 |
Source: Morningstar Separate Account/CIT Fund Database
| Conservative Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| WTFSC US Allocation Portfolio Cl 0 | 10.13 | 10.06 |
| WTFSC US Allocation Portfolio Cl 45 | 10.32 | 9.14 |
| FMT/Vanguard Wellesley Income R1 | 0.00 | 7.71 |
| Alerus Conservative Income Institutional | 7.17 | 6.98 |
| Alerus Conservative Income Direct | 6.94 | 6.94 |
| Reliance Trst Strategic Incm Pls Inst | 0.00 | 6.85 |
| Vanguard 40/60 - Moderate Mgd Tr R | 0.00 | 6.56 |
| Vanguard 40/60 - Moderate Mgd Tr R-INST | 0.00 | 6.56 |
| Alerus Conservative Income Advisor | 7.03 | 6.55 |
| Vanguard 20/80 - Cnsrv Mgd Tr R-INST | 0.00 | 6.34 |
Source: Morningstar Separate Account/CIT Fund Database
| Conservative Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| WTFSC US Allocation Portfolio Cl 0 | 11.90 | 11.84 |
| Invesco Balanced Risk Allocation Trust | 9.67 | 9.17 |
| FMT/Vanguard Wellesley Income R1 | 0.00 | 9.08 |
| CUNA Mutual Retirement Pension Fund | 0.00 | 8.16 |
| Associated ASAP2 Balanced Strategy | 7.91 | 7.91 |
| Associated ASAP Balanced Strategy | 7.88 | 7.88 |
| Manning & Napier Pro-Mix Modrte Term S | 8.74 | 7.77 |
| Starcore I Fundˆ&Copy; | 0.00 | 6.99 |
| CUNA Mutual Lifestyle Conservative Fund | 0.00 | 6.74 |
| TOPSˆ® Strategic Allocation Inc & Growth | 0.00 | 6.72 |
Source: Morningstar Separate Account/CIT Fund Database
| Moderate Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| Enterprise Hldgs Ret Sav Pl Pft Shr Pl | 0.00 | 12.26 |
| Columbia Trust Balanced Fund II | 0.00 | 10.62 |
| WTFSC Balanced Portfolio Cl 0 | 10.73 | 10.60 |
| WTFSC Balanced Portfolio Cl 35 | 10.94 | 9.85 |
| WTFSC Balanced Portfolio Cl 45 | 10.96 | 9.77 |
| WTFSC Balanced Portfolio Cl 60 | 10.97 | 9.63 |
| FMT/Vanguard Balanced Index R1 | 0.00 | 9.57 |
| Christian Bros CUIT Balanced Fund | 9.73 | 8.79 |
| FMT/Dodge & Cox Balanced R1 | 0.00 | 8.48 |
| FMT Balanced Opportunities R1 | 0.00 | 7.78 |
Source: Morningstar Separate Account/CIT Fund Database
| Moderate Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/Dodge & Cox Balanced R1 | 0.00 | 12.41 |
| Columbia Trust Balanced Fund II | 0.00 | 12.29 |
| WTFSC Balanced Portfolio Cl 0 | 12.06 | 11.96 |
| Christian Bros CUIT Balanced Fund | 12.23 | 11.26 |
| FMT/Vanguard Balanced Index R1 | 0.00 | 10.88 |
| Enterprise Hldgs Ret Sav Pl Pft Shr Pl | 0.00 | 10.80 |
| FMT Balanced Opportunities R1 | 0.00 | 10.42 |
| Benefit FCI Life Strategy Growth Fd Cl A | 9.48 | 9.48 |
| Associated Growth Balanced LifeStage | 9.37 | 9.37 |
| Associated ASAP2 Growth Balanced Strat | 9.27 | 9.27 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2000-2010 | 1 year gross return | 1 year net return |
|---|---|---|
| First Trust-Target Date Fund 2010, R3 | 8.39 | 8.98 |
| Callan Glidepath 2010 Fund 0 | 6.68 | 6.65 |
| Callan Glidepath 2010 Fund 20 | 6.71 | 6.46 |
| Callan Glidepath 2010 Fund 25 | 6.73 | 6.43 |
| Callan Glidepath 2005 Fund 20 | 6.35 | 6.09 |
| Callan Glidepath 2005 Fund 25 | 6.36 | 6.05 |
| Vanguard Target Retire Trust Plus 2010 | 0.00 | 6.03 |
| The Vanguard Target Retire 2010 Trust I | 0.00 | 6.02 |
| The Vanguard Target Retire 2010 Trust II | 0.00 | 5.97 |
| Schwab Indexed Retirement Tr Fd 2010 I | 0.00 | 5.94 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2000-2010 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepath 2010 Fund 20 | 10.13 | 9.85 |
| Callan Glidepath 2010 Fund 25 | 10.15 | 9.81 |
| Callan Glidepath 2005 Fund 20 | 9.08 | 8.69 |
| Callan Glidepath 2005 Fund 25 | 9.09 | 8.65 |
| Principal Trust Target 2010 Z | 0.00 | 8.64 |
| Principal Trust Target 2010 I | 0.00 | 8.59 |
| Principal Trust Target 2010 I10 | 0.00 | 8.49 |
| Principal Trust Target 2010 I25 | 0.00 | 8.33 |
| Principal Trust Target 2010 Fund R6 | 0.00 | 8.16 |
| SSgA Target Retirement 2010 Fund Class I | 8.35 | 8.06 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2011-2015 | 1 year gross return | 1 year net return |
|---|---|---|
| Callan Glidepath 2015 Fund 0 | 6.86 | 6.83 |
| Vanguard Target Retire Trust Plus 2015 | 0.00 | 6.67 |
| Putnam Retirement Advantage 2015: I | 0.00 | 6.65 |
| The Vanguard Target Retire 2015 Trust I | 0.00 | 6.65 |
| Callan Glidepath 2015 Fund 20 | 6.89 | 6.64 |
| The Vanguard Target Retire 2015 Trust II | 0.00 | 6.63 |
| Callan Glidepath 2015 Fund 25 | 6.92 | 6.61 |
| Putnam Retirement Advantage 2015: II | 0.00 | 6.47 |
| Great-West Lifetime 2015 Trust II | 0.00 | 6.40 |
| Putnam Retirement Advantage 2015: III | 0.00 | 6.35 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2011-2015 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepath 2015 Fund 20 | 10.80 | 10.55 |
| Callan Glidepath 2015 Fund 25 | 10.84 | 10.53 |
| SSgA Target Retirement 2015 Fund Class I | 10.01 | 9.65 |
| Principal Trust Target 2015 Z | 0.00 | 9.44 |
| Principal Trust Target 2015 I | 0.00 | 9.38 |
| Principal Trust Target 2015 I10 | 0.00 | 9.26 |
| Principal Trust Target 2015 I25 | 0.00 | 9.09 |
| The Vanguard Target Retire 2015 Trust I | 0.00 | 9.00 |
| The Vanguard Target Retire 2015 Trust II | 0.00 | 8.97 |
| Principal Trust Target 2015 Fund R6 | 0.00 | 8.93 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2016-2020 | 1 year gross return | 1 year net return |
|---|---|---|
| First Trust-Target Date Fund 2020, R1 | 13.74 | 8.64 |
| First Trust-Target Date Fund 2020, R2 | 13.17 | 8.15 |
| First Trust-Target Date Fund 2020, R3 | 12.92 | 7.91 |
| Putnam Retirement Advantage 2020: I | 0.00 | 7.89 |
| Putnam Retirement Advantage 2020: II | 0.00 | 7.81 |
| Putnam Retirement Advantage 2020:III | 0.00 | 7.64 |
| Putnam Retirement Advantage 2020: IV | 0.00 | 7.55 |
| Vanguard Target Retire Trust Plus 2020 | 0.00 | 7.24 |
| The Vanguard Target Retire 2020 Trust I | 0.00 | 7.22 |
| The Vanguard Target Retire 2020 Trust II | 0.00 | 7.20 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2016-2020 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepath 2020 Fund 20 | 11.46 | 11.21 |
| Callan Glidepath 2020 Fund 25 | 11.50 | 11.19 |
| SSgA Target Retirement 2020 Fund Class I | 11.11 | 10.78 |
| Principal Trust Target 2020 Z | 0.00 | 10.19 |
| Principal Trust Target 2020 I | 0.00 | 10.18 |
| Principal Trust Target 2020 I10 | 0.00 | 10.07 |
| Principal Trust Target 2020 I25 | 0.00 | 9.91 |
| Startrack 2020 Fundˆ&Copy; | 9.87 | 9.87 |
| The Vanguard Target Retire 2020 Trust I | 0.00 | 9.76 |
| Principal Trust Target 2020 Fund R6 | 0.00 | 9.75 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2021-2025 | 1 year gross return | 1 year net return |
|---|---|---|
| Putnam Retirement Advantage 2025: I | 0.00 | 9.04 |
| Putnam Retirement Advantage 2025: II | 0.00 | 8.96 |
| Putnam Retirement Advantage 2025:III | 0.00 | 8.71 |
| Putnam Retirement Advantage 2025: IV | 0.00 | 8.54 |
| Vanguard Target Retire Trust Plus 2025 | 0.00 | 7.27 |
| The Vanguard Target Retire 2025 Trust I | 0.00 | 7.25 |
| The Vanguard Target Retire 2025 Trust II | 0.00 | 7.22 |
| Callan Glidepath 2025 Fund 0 | 6.96 | 6.92 |
| Great-West Lifetime 2025 Trust II | 0.00 | 6.92 |
| Principal Trust Target 2025 I | 0.00 | 6.79 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2021-2025 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepath 2025 Fund 20 | 11.86 | 11.60 |
| Callan Glidepath 2025 Fund 25 | 11.85 | 11.54 |
| SSgA Target Retirement 2025 Fund Class I | 11.75 | 11.43 |
| Principal Trust Target 2025 Z | 0.00 | 10.73 |
| Putnam Retirement Advantage 2025: I | 0.00 | 10.72 |
| Principal Trust Target 2025 I | 0.00 | 10.70 |
| Principal Trust Target 2025 I10 | 0.00 | 10.59 |
| Principal Trust Target 2025 I25 | 0.00 | 10.41 |
| The Vanguard Target Retire 2025 Trust I | 0.00 | 10.29 |
| Principal Trust Target 2025 Fund R6 | 0.00 | 10.26 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2026-2030 | 1 year gross return | 1 year net return |
|---|---|---|
| Putnam Retirement Advantage 2030: I | 0.00 | 9.31 |
| Putnam Retirement Advantage 2030: II | 0.00 | 9.15 |
| First Trust-Target Date Fund 2030, R1 | 15.41 | 9.01 |
| Putnam Retirement Advantage 2030:III | 0.00 | 8.99 |
| Putnam Retirement Advantage 2030: IV | 0.00 | 8.82 |
| First Trust-Target Date Fund 2030, R3 | 14.40 | 8.65 |
| First Trust-Target Date Fund 2030, R2 | 14.85 | 8.57 |
| The Vanguard Target Retire 2030 Trust I | 0.00 | 7.28 |
| Vanguard Target Retire Trust Plus 2030 | 0.00 | 7.27 |
| The Vanguard Target Retire 2030 Trust II | 0.00 | 7.22 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2026-2030 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepath 2030 Fund 20 | 12.24 | 11.98 |
| Callan Glidepath 2030 Fund 25 | 12.28 | 11.97 |
| SSgA Target Retirement 2030 Fund Class I | 12.19 | 11.79 |
| Putnam Retirement Advantage 2030: I | 0.00 | 11.34 |
| Startrack 2030 Fundˆ&Copy; | 11.20 | 11.20 |
| Principal Trust Target 2030 Z | 0.00 | 11.18 |
| Principal Trust Target 2030 I | 0.00 | 11.12 |
| Principal Trust Target 2030 I10 | 0.00 | 11.02 |
| Putnam Retirement Advantage 2030: IV | 0.00 | 10.86 |
| The Vanguard Target Retire 2030 Trust I | 0.00 | 10.85 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2031-2035 | 1 year gross return | 1 year net return |
|---|---|---|
| Putnam Retirement Advantage 2035: I | 0.00 | 9.51 |
| Putnam Retirement Advantage 2035: II | 10.07 | 9.43 |
| Putnam Retirement Advantage 2035:III | 0.00 | 9.20 |
| Putnam Retirement Advantage 2035: IV | 0.00 | 9.12 |
| Vanguard Target Retire Trust Plus 2035 | 0.00 | 7.30 |
| Principal Trust Target 2035 Z | 0.00 | 7.26 |
| The Vanguard Target Retire 2035 Trust I | 0.00 | 7.26 |
| The Vanguard Target Retire 2035 Trust II | 0.00 | 7.22 |
| Principal Trust Target 2035 I | 0.00 | 7.16 |
| Principal Trust Target 2035 I10 | 0.00 | 7.10 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2031-2035 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepath 2035 Fund 20 | 12.37 | 12.11 |
| Callan Glidepath 2035 Fund 25 | 12.39 | 12.08 |
| Putnam Retirement Advantage 2035: I | 0.00 | 11.91 |
| SSgA Target Retirement 2035 Fund Class I | 12.30 | 11.81 |
| Principal Trust Target 2035 Z | 0.00 | 11.55 |
| Principal Trust Target 2035 I | 0.00 | 11.51 |
| Putnam Retirement Advantage 2035: IV | 0.00 | 11.48 |
| Principal Trust Target 2035 I10 | 0.00 | 11.40 |
| Comerica Destination Fund 2035 Instl Cl | 11.39 | 11.39 |
| The Vanguard Target Retire 2035 Trust I | 0.00 | 11.37 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2036-2040 | 1 year gross return | 1 year net return |
|---|---|---|
| Putnam Retirement Advantage 2040: I | 0.00 | 9.81 |
| Putnam Retirement Advantage 2040: II | 10.29 | 9.62 |
| Putnam Retirement Advantage 2040:III | 0.00 | 9.50 |
| Putnam Retirement Advantage 2040: IV | 0.00 | 9.32 |
| First Trust-Target Date Fund 2040, R1 | 16.90 | 8.95 |
| First Trust-Target Date Fund 2040, R2 | 16.30 | 8.58 |
| First Trust-Target Date Fund 2040, R3 | 16.05 | 8.44 |
| Principal Trust Target 2040 Z | 0.00 | 7.37 |
| Vanguard Target Retire Trust Plus 2040 | 0.00 | 7.30 |
| Principal Trust Target 2040 I | 0.00 | 7.29 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2036-2040 | 5 year gross return | 5 year net return |
|---|---|---|
| Putnam Retirement Advantage 2040: I | 0.00 | 12.37 |
| Pyramis Core Lifecycle 2040 | 12.79 | 12.17 |
| Callan Glidepath 2040 Fund 20 | 12.39 | 12.12 |
| Callan Glidepath 2040 Fund 25 | 12.39 | 12.06 |
| Putnam Retirement Advantage 2040: IV | 0.00 | 11.91 |
| Principal Trust Target 2040 Z | 0.00 | 11.89 |
| SSgA Target Retirement 2040 Fund Class I | 16.37 | 11.87 |
| Principal Trust Target 2040 I | 0.00 | 11.81 |
| Principal Trust Target 2040 I10 | 0.00 | 11.70 |
| The Vanguard Target Retire 2040 Trust I | 0.00 | 11.68 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2041-2045 | 1 year gross return | 1 year net return |
|---|---|---|
| Putnam Retirement Advantage 2045: I | 0.00 | 10.04 |
| Putnam Retirement Advantage 2045: II | 0.00 | 9.96 |
| Putnam Retirement Advantage 2045:III | 0.00 | 9.74 |
| Putnam Retirement Advantage 2045: IV | 0.00 | 9.56 |
| Principal Trust Target 2045 Z | 0.00 | 7.43 |
| Principal Trust Target 2045 I | 0.00 | 7.34 |
| Vanguard Target Retire Trust Plus 2045 | 0.00 | 7.30 |
| The Vanguard Target Retire 2045 Trust I | 0.00 | 7.29 |
| Principal Trust Target 2045 I10 | 0.00 | 7.28 |
| The Vanguard Target Retire 2045 Trust II | 0.00 | 7.22 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2041-2045 | 5 year gross return | 5 year net return |
|---|---|---|
| Putnam Retirement Advantage 2045: I | 0.00 | 12.80 |
| Putnam Retirement Advantage 2045: IV | 0.00 | 12.35 |
| Principal Trust Target 2045 Z | 0.00 | 12.15 |
| Callan Glidepath 2045 Fund 20 | 12.40 | 12.13 |
| Principal Trust Target 2045 I | 0.00 | 12.10 |
| Callan Glidepath 2045 Fund 25 | 12.41 | 12.09 |
| Comerica Destination Fund 2045 Instl Cl | 12.02 | 12.02 |
| Principal Trust Target 2045 I10 | 0.00 | 12.00 |
| SSgA Target Retirement 2045 Fund Class I | 12.41 | 11.86 |
| Principal Trust Target 2045 I25 | 0.00 | 11.83 |
Source: Morningstar Separate Account/CIT Fund Database
| Retirement Income | 1 year gross return | 1 year net return |
|---|---|---|
| Putnam Retirement Maturity Fund: I | 0.00 | 7.29 |
| Putnam Retirement Maturity Fund: II | 7.78 | 7.12 |
| Putnam Retirement Maturity Fund: III | 0.00 | 6.92 |
| Putnam Retirement Maturity Fund: IV | 0.00 | 6.74 |
| Vanguard Target Retire Trust Plus Income | 0.00 | 5.72 |
| The Vanguard Target Retire Inc Trust I | 0.00 | 5.72 |
| The Vanguard Target Retire Incm Trust II | 0.00 | 5.68 |
| Mellon Capital EB Retirement Income | 5.67 | 5.47 |
| BlackRock LifePath Index Retirement 35 | 5.44 | 5.27 |
| Comerica Destination Fund Retire Inst Cl | 5.18 | 5.18 |
Source: Morningstar Separate Account/CIT Fund Database
| Retirement Income | 5 year gross return | 5 year net return |
|---|---|---|
| Putnam Retirement Maturity Fund: I | 0.00 | 8.39 |
| Putnam Retirement Maturity Fund: IV | 0.00 | 7.94 |
| 401(k) Roadmap R5 | 0.00 | 7.61 |
| The Vanguard Target Retire Inc Trust I | 0.00 | 6.93 |
| The Vanguard Target Retire Incm Trust II | 0.00 | 6.89 |
| SSgA Target Retirement Income Fund Cl I | 7.08 | 6.66 |
| Mellon Capital EB Retirement Income | 6.73 | 6.61 |
| The Retire Fundsâ„¢ Retire Income Fd Cl I | 0.00 | 6.58 |
| Manning & Napier RT Income CIT Class I | 7.17 | 6.43 |
| Strategic Target Income Fund Class II | 0.00 | 6.38 |
