Top performing managers by category: separate accounts, 1st Quarter 2015


Large Blend1 year gross return1 year net return
Lazard U.S. Equity Concentrated21.3920.62
PNC Cap Adv Lg Cap Adv Concentrated19.8318.91
PNC Cap Adv Large Cap Core Advantage19.6518.79
Symphony Low Volatility Equity16.0418.52
Nav Tactical US Equity Sector Pl ft ADEX19.0618.25
PNC Cap Adv Large Cap Core Adv SRI-TAG18.7317.82
Mellon Capital Tangent-Added Composite18.1017.53
AJO Large Cap - Dynamic 115/1517.7017.43
AJO Top Cap17.5617.27
Scharf Equity18.7017.26
Source: Morningstar Separate Account/CIT Fund Database

Large Blend5 year gross return5 year net return
Entrepreneur US Large Cap26.7925.99
Mellon Capital Tangent-Added Composite20.8220.26
PIMCO Fundamental IndexPLUS Abs Return19.5618.62
Smead Capital Appreciation18.8218.03
PIMCO StocksPLUS Absolute Return18.4717.68
Wakefield Large Cap Equity19.2117.48
Glenmede Large Cap Equity18.2417.37
The London Co. Concentrated18.0817.17
Lazard U.S. Equity Concentrated17.8417.15
Martingale Low Volatility LargeCap+17.6917.02
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend1 year gross return1 year net return
RBC GAM Concentrated MidCap Value Equity27.3426.14
Golden Small Mid Cap Core (SMID)23.0122.11
Lazard U.S. Mid Cap Equity Concentrated22.7521.48
Ariel Small/Mid Cap Value Product22.0520.84
Triboro All Cap20.8320.83
Clarkston Capital Partners US Small Cap20.7020.36
Ariel Small/Mid Cap Value Wrap Composite22.4318.86
Kensington Mid Cap20.0118.54
Friess Dividend Growth19.1218.12
AT Financial Advisors Corp Mid Cap Core17.4617.20
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend5 year gross return5 year net return
Iridian Private Value/ Mid-Cap Equity20.3220.35
Triboro All Cap19.4119.41
WellsCap Select Equity20.5119.33
SouthernSun SMID Cap Composite19.5918.92
Clarkston Capital Partners US Small Cap19.7518.86
WCM Inv Mgt Smid-Cap Value18.8318.83
New Amsterdam Md-Cap Active Eq18.1518.12
Davenport Equity Opportunitities19.7518.08
Sheaff Brock MidCap 1019.1717.72
QMA US Mid Cap Core Equity18.2617.64
Source: Morningstar Separate Account/CIT Fund Database

Small Blend1 year gross return1 year net return
The Capital Mgt Corp SMID24.2523.52
Private Capital Management Value Focus23.2022.10
Blue Tower Global Value22.2921.23
Affinity Small Cap Equity21.4920.76
Hodges Small Intrinsic Value Fund21.1819.69
Great Lakes - Disciplined SR SMidCap14.3318.93
AlphaOne Fundamental Small Cap Core19.6018.48
Navigator Small Cap Core U.S. Equity18.7117.43
Olstein US SMID Value Equity18.4117.22
Constantia Small Cap 130/3017.9016.97
Source: Morningstar Separate Account/CIT Fund Database

Small Blend5 year gross return5 year net return
BMO Microcap Equity - Institutional - SA21.5520.35
QMA US Small Cap Core Equity20.8920.10
Great Lakes - Disciplined SR SMidCap19.5620.06
PanAgora U.S. Small Cap Core Stock21.5519.67
Dana Small Cap20.1419.52
Affinity Small Cap Equity20.1019.39
BRC Small Cap Diversified Equity20.7119.34
The Capital Mgt Corp SMID19.9119.24
Numeric Investors SMID Growth20.1319.06
Numeric Investors Small Cap Growth19.7418.68
Source: Morningstar Separate Account/CIT Fund Database

Large Growth1 year gross return1 year net return
Mazama Select Growth28.1227.16
Bridgeway Large Cap Growth23.5622.97
Goldman Sachs Structured US Large Growth22.9822.37
PNC Cap Adv Large Cap Growth Advantage23.2222.31
AB US Large Cap Growth Equity23.0322.07
Zacks Focus Growth22.9722.06
Cognios Quantitative Large Cap Growth22.3921.84
MFS Systematic Growth Eq22.4321.67
Columbia Large Cap Growth22.2021.42
WestEnd Advisors Large Cap Core Equity21.6121.17
Source: Morningstar Separate Account/CIT Fund Database

Large Growth5 year gross return5 year net return
ClearBridge Aggressive Growth20.3319.45
Sands Select Growth Equity20.0419.38
S&P Competitive Advantage19.5419.25
Texas Inst Mid-Large Cap Growth19.4218.97
American Century US Discp LCG 130/3020.0718.77
Munder Multi-Capitalization (Munder)19.1018.37
MFS Systematic Growth Eq19.0018.24
Glenmede Large Cap Growth18.6717.81
Cookson All-Cap Equity19.1617.76
Cupps Capital Large Cap Growth18.2017.73
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth1 year gross return1 year net return
Mazama Small-Mid Cap Growth31.6530.50
ClariVest Mid Cap Growth25.8524.92
Kayne Anderson Rud MC Core24.8223.78
Confluence Value Opportunities24.0222.14
Avenir Value Equity22.8522.12
Revenue VTL Navellier Overall A-10022.3921.79
Kayne Anderson Rudnick25.4621.73
Curran Mid Cap Core Growth Equity22.1321.35
Nicholas Multi-Cap Growth Equity20.3519.17
Kayne Anderson Rudnick SMID Core20.1119.02
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth5 year gross return5 year net return
Naylor & Company Core Composite27.4124.74
T. Rowe Price US Small-Cap Growth Equity22.2021.29
MDT Mid Cap Growth22.0720.88
Congress Asset Mgt Md-Cap Gr20.8920.24
Portfolio Resources High Impact Solu G&I19.9219.33
Chartwell Mid Cap Growth Wrap19.5619.32
PGI Mid-Cap Equity19.8719.32
Entrepreneur US Mid Cap20.1119.28
Ranger Mid Cap Equity Focused19.6419.15
Jackson Square - Smid-Cap Growth-Focus19.9119.04
Source: Morningstar Separate Account/CIT Fund Database

Small Growth1 year gross return1 year net return
Wall Street Institutional Small Growth7.19702.02
Mazama Emerging Small Cap Growth37.9536.68
Navellier Small Cap Growth Wrap27.7226.01
Boston Advisors Small Cap Growth Equity24.5923.47
PPCM Small-Cap Eq Comp22.6121.90
Aberdeen North American Eq - Sm Cap Core21.5920.74
Palisades Intensified Equity21.5520.40
LMCG SMID Cap Grth20.2519.15
Renaissance Small Cap Growth19.9519.09
AMI SMID Cap Growth Composite20.2418.78
Source: Morningstar Separate Account/CIT Fund Database

Small Growth5 year gross return5 year net return
Wall Street Institutional Small Growth15.1770.91
Allianz US Ultra Micro Cap24.0622.78
Granahan Inv Mgt - Sm Cap Focused Grth23.3422.40
Mazama Emerging Small Cap Growth23.1322.09
Rice Hall James Small Cap Opportunities22.3021.38
Granahan Inv Mgt Small Cap Discoveries21.8321.38
AMI Small Cap Growth Composite23.1621.36
12th Street Small Cap Value22.1620.98
Essex Inv Mgt Micro Cap Growth21.8820.69
Renaissance Small Cap Growth21.5820.66
Source: Morningstar Separate Account/CIT Fund Database

Large Value1 year gross return1 year net return
PIMCO StocksPLUS Long Duration29.3628.75
WEDGE Large Cap Value18.8117.96
S&P Intrinsic Value17.9517.66
AJO Large Cap17.6517.29
MFS Systematic Core Equity17.4216.67
Acadian U.S. Equity Composite16.9416.39
HIS Dividend Plus17.9316.39
BRC Large Cap Value Institutional16.4016.17
WEDGE Total Cap Value16.9916.15
BMO Large-Cap Low Volatility Alpha16.5415.84
Source: Morningstar Separate Account/CIT Fund Database

Large Value5 year gross return5 year net return
PIMCO StocksPLUS Long Duration25.7125.09
S&P Intrinsic Value20.0319.73
S&P 418.8518.55
RIM High Income Dividend Yield Portfolio17.9017.90
Delaware Investments Lg-Cap Val Eq (SMA)17.4417.40
Brandywine Dynamic Large Cap Value18.1917.32
S&P Dividend Income & Growth17.5717.28
Delaware Lg-Cap Val Focus17.6317.13
First Citizens Focused Structured Equity17.0817.08
Analytic Investors US Low Volatility17.0716.83
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value1 year gross return1 year net return
WEDGE Mid-Cap Value18.4917.64
Neuberger Berman Mid Cap Intrinsic Value17.5616.70
TS&W Mid-Cap Value16.5716.16
Martingale MidCap Core16.5015.69
RBC GAM Mid Cap Value Equity15.7214.74
Boston Partners Mid-Cap Value Equity15.1314.74
Anchor Mid Cap Value Institutional15.3814.68
Keeley Inst. Mid Cap Dividend Value15.8314.68
Denver Inv Mid-Cap Value15.4814.62
NB All Cap Intrinsic Value-ISA15.6314.48
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value5 year gross return5 year net return
BRC Mid Cap Diversified Equity20.2219.17
Smith Graham Mid-Cap Value19.0318.16
Boston Partners Mid-Cap Value Equity18.7418.05
Lyrical U.S. Value Equity - EQ19.9418.05
Hotchkis & Wiley Md-Cap Val18.6217.81
WEDGE Mid-Cap Value18.6117.77
AJO Mid Cap17.9717.75
LSV Asset Mgt Md-Cap Val Eq18.4317.72
TS&W Mid-Cap Value18.1917.67
Martingale MidCap Core18.4517.63
Source: Morningstar Separate Account/CIT Fund Database

Small Value1 year gross return1 year net return
DRS Value31.9130.61
Analytic Small-Mid Cap Equity14.7014.13
Opus Capital Mgt Small Cap High Div14.4213.94
LSV Asset Mgt Small/Mid Cap Val Eq (US)13.7412.93
PNC Cap Adv Structured Small Cap Value13.9112.90
BMO Disciplined Small/Mid-Cap Core13.9012.88
Runde Small-Cap Core13.5212.48
LSV Asset Mgt Sm-Cap Val Eq (U.S.)13.0912.27
Denali NV Small13.1112.02
Hotchkis & Wiley Sm-Cap Val12.7512.00
Source: Morningstar Separate Account/CIT Fund Database

Small Value5 year gross return5 year net return
Analytic Small-Mid Cap Equity23.2222.27
GlobeFlex U.S. Micro Cap Equity Cmpst21.9720.89
O'Shaughnessy Micro Cap21.4820.01
MDT Sm-Cap Val20.1919.01
ClariVest Small Cap Value18.8718.16
Hotchkis & Wiley Sm-Cap Val18.9018.13
Pacific Ridge Capital Ptnrs Micro Cp Val19.8318.08
CornerCap Fundametrics Small18.7217.94
Cooke & Bieler Small Cap Value Equity18.8317.72
LSV Asset Mgt Small/Mid Cap Val Eq (US)18.4717.63
Source: Morningstar Separate Account/CIT Fund Database

Bear Market1 year gross return1 year net return
Optimus Global Advantage All Asset8.407.86
Optimus Global Advantage Plus2.632.12
Leuthold AdvantHedge-8.75-9.66
Federated Alternative Bear Equity Comp-12.50-13.83
Source: Morningstar Separate Account/CIT Fund Database

Bear Market5 year gross return5 year net return
Federated Alternative Bear Equity Comp-13.34-14.65
Leuthold AdvantHedge-14.25-15.15
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
Davis Financial Product13.0412.45
ZPR Volume Value17.7611.00
RevenueShares VTL Financial Index8.267.72
ZPR Volume Winners4.482.72
McKinley Business Development Corp0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Financial5 year gross return5 year net return
Davis Financial Product12.1911.63
RevenueShares VTL Financial Index10.9110.36
ZPR Volume Value0.000.00
ZPR Volume Winners0.000.00
McKinley Business Development Corp0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Health1 year gross return1 year net return
Financial Trust Health Value32.7731.13
Kopp AccruHealth23.3321.63
Source: Morningstar Separate Account/CIT Fund Database

Health5 year gross return5 year net return
Kopp AccruHealth30.4429.13
Financial Trust Health Value24.5523.00
Source: Morningstar Separate Account/CIT Fund Database

Natural Resources1 year gross return1 year net return
NBW Capital Growth & Income5.764.67
IS - Beta Source1.520.08
Wellington Global Agriculture-0.33-1.33
Boston Global Natural Resources Equity-2.45-3.23
Geneva Advisors Natural Resources Cmpst-9.97-10.90
Cohen & Steers Natural Resources-10.84-11.53
Sandhill Hard Asset-13.97-14.85
Newgate Global Resources SMA Retail-15.29-15.93
Investec Global Natural Res Composite-15.63-16.34
Frost Natural Resource Composite-20.28-21.00
Source: Morningstar Separate Account/CIT Fund Database

Natural Resources5 year gross return5 year net return
NBW Capital Growth & Income17.8616.78
Boston Global Natural Resources Equity4.143.32
Wellington Global Agriculture3.972.94
Sandhill Hard Asset2.010.98
SailingStone Global Natural Resources-0.59-1.70
Investec Global Natural Res Composite-1.86-2.68
Wellington Global Natural Resources-3.34-4.30
Newgate Global Resources SMA Retail-4.96-5.81
City of London Natural Resources-16.87-17.92
IS - Beta Source0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Equity Precious Metals1 year gross return1 year net return
AIS TAAP-8.55-9.44
GAMCO Gold-17.24-18.08
WellsCap Precious Metals-20.46-21.23
Source: Morningstar Separate Account/CIT Fund Database

Equity Precious Metals5 year gross return5 year net return
AIS TAAP1.410.45
WellsCap Precious Metals-12.53-13.37
GAMCO Gold0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Real Estate1 year gross return1 year net return
Adelante Total Return Strategy Composite28.5128.00
Chilton Capital REIT28.8127.59
Adelante Total Return Fund LLC28.7027.39
Cornerstone U.S. REIT Total Return27.7527.15
PGI Real Estate Equity Securities27.7327.03
Wellington Real Estate Securities27.3526.42
Advantus Real Estate Securities27.0126.41
Security Capital Focus Select27.3726.24
LaSalle U.S. Real Estate Securities26.9026.15
CenterSquare REIT Separate Account26.5725.98
Source: Morningstar Separate Account/CIT Fund Database

Real Estate5 year gross return5 year net return
Chilton Capital REIT19.1418.13
Adelante Total Return Strategy Composite17.6317.14
CenterSquare REIT Separate Account17.6117.05
Cornerstone U.S. REIT Total Return17.2416.65
Wellington Real Estate Securities17.5216.65
Adelante Total Return Fund LLC17.8016.60
PGI Real Estate Equity Securities17.2216.51
LaSalle U.S. Real Estate Securities17.1316.43
Real Estate Mgt Svcs Real Est Val Port17.0316.41
AEW U.S. Diversified REIT Strategy17.0616.39
Source: Morningstar Separate Account/CIT Fund Database

Technology1 year gross return1 year net return
Crabtree Multi-Cap Technology14.3513.56
Allianz Global Technology Equity14.5113.37
MFS Technology Equity12.0711.18
RS Technology Composite10.699.64
Oak Associates Technology Portfolio9.599.04
Zevenbergen Z/Tech2.691.70
Princeton Young Enterprise Shares (YES)-4.41-5.71
Source: Morningstar Separate Account/CIT Fund Database

Technology5 year gross return5 year net return
Crabtree Multi-Cap Technology20.8719.95
Zevenbergen Z/Tech19.3018.20
MFS Technology Equity16.7315.79
Allianz Global Technology Equity16.6415.57
Oak Associates Technology Portfolio14.3213.62
RS Technology Composite15.0113.55
Princeton Young Enterprise Shares (YES)13.1011.63
Source: Morningstar Separate Account/CIT Fund Database

Utilities1 year gross return1 year net return
Levin Capital Strategies Utilities Yield13.8512.73
HIS Top 15 Utility12.2311.10
MFS Utilities Equity7.857.15
Miller/Howard – Utilities Plus8.026.95
Reaves Long Term Val(Util/Ener/Infrastr)4.624.08
Miller/Howard Infrastructure3.732.70
Source: Morningstar Separate Account/CIT Fund Database

Utilities5 year gross return5 year net return
Levin Capital Strategies Utilities Yield16.9015.76
Miller/Howard – Utilities Plus15.2414.10
MFS Utilities Equity14.6013.86
Reaves Long Term Val(Util/Ener/Infrastr)12.7812.20
Miller/Howard Infrastructure11.8710.77
HIS Top 15 Utility0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Equity Energy1 year gross return1 year net return
SL Advisors MLP Strategy15.2114.40
Miller/Howard High-Yield Equity7.886.81
NBC Energy Infrastructure Portfolio4.213.69
Miller/Howard Drill Bit Burn Tipˆ®-7.98-8.91
Miller/Howard Drill Bit Burn Tipˆ® No K1s-10.16-11.06
TMG Energy Equity-17.21-17.79
Texan Capital Energy Equity Portfolio-20.39-21.06
Orleans Energy Opportunities-21.03-21.83
Miller/Howard E&P Institutional Strategy-21.63-22.43
Source: Morningstar Separate Account/CIT Fund Database

Equity Energy5 year gross return5 year net return
SL Advisors MLP Strategy21.8821.44
NBC Energy Infrastructure Portfolio15.9515.38
Miller/Howard High-Yield Equity12.9511.84
TMG Energy Equity5.054.30
Texan Capital Energy Equity Portfolio3.142.36
Orleans Energy Opportunities3.172.14
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 Opportunities18.0416.59
Foy SELECTOR Aggressive Growth16.2914.71
BCM Decathlon Growth Tactics16.2014.52
Texas All Cap Growth14.1913.65
Gravity Cap LipperLeader Div Wght Aggsv13.6212.95
Confluence Growth13.8812.40
Clark Navigator Style Preferred Core11.6111.23
Foy SELECTOR Growth12.4111.09
Advisors Capital Mgt Balanced12.3510.99
Main Management All Asset Global Balance11.3010.77
Source: Morningstar Separate Account/CIT Fund Database

Aggressive Allocation5 year gross return5 year net return
Texas All Cap Growth17.7717.34
HCAS Growth Model15.1413.61
HIS Core Opportunities14.4713.07
CLS American Funds Agg Growth 10011.9911.71
Wealthcare Growth12.8611.66
Hancock Horizon Aggressive Model11.6411.64
Vanguard CRSP 100% Equity Model11.6311.63
Dodge & Cox Balanced Composite11.4611.46
CMG Opportunistic All Asset ETF Strategy12.1411.44
S&P Capital Appreciation Qual ETF EnhGr11.4311.27
Source: Morningstar Separate Account/CIT Fund Database

Bank Loan1 year gross return1 year net return
CION Investment Corporation7.587.58
Federated Bank Loan Composite3.683.18
Voya Senior Loan3.693.17
3i US Senior Loan Composite3.713.05
Loomis Sayles Sr Floating Rate and FI3.472.95
Franklin Bank Loans Separate Acct Comp3.332.94
T. Rowe Price Floating Rate Bank Loan3.442.92
Babson U.S. Bank Loans3.312.80
Octagon Senior Secured Credit3.962.61
DDJ GBP-denominated Opportunistic Loan3.242.60
Source: Morningstar Separate Account/CIT Fund Database

Bank Loan5 year gross return5 year net return
3i US Senior Loan Composite7.106.32
Invesco Zodiac US Senior Loan Composite6.555.94
Columbia Bank Loan Strategy6.415.82
Franklin Bank Loans Separate Acct Comp6.075.70
Voya Senior Loan5.985.42
Newfleet Floating Rate Composite5.845.21
PGI Bank Loans5.705.16
Babson U.S. Bank Loans5.645.11
Lord Abbett & Co. Bank Loan5.905.10
Eaton Vance Mgt Senior Secured Floating5.575.08
Source: Morningstar Separate Account/CIT Fund Database

Small Value1 year gross return1 year net return
DRS Value31.9130.61
Analytic Small-Mid Cap Equity14.7014.13
Opus Capital Mgt Small Cap High Div14.4213.94
LSV Asset Mgt Small/Mid Cap Val Eq (US)13.7412.93
PNC Cap Adv Structured Small Cap Value13.9112.90
BMO Disciplined Small/Mid-Cap Core13.9012.88
Runde Small-Cap Core13.5212.48
LSV Asset Mgt Sm-Cap Val Eq (U.S.)13.0912.27
Denali NV Small13.1112.02
Hotchkis & Wiley Sm-Cap Val12.7512.00
Source: Morningstar Separate Account/CIT Fund Database

Small Value5 year gross return5 year net return
Analytic Small-Mid Cap Equity23.2222.27
GlobeFlex U.S. Micro Cap Equity Cmpst21.9720.89
O'Shaughnessy Micro Cap21.4820.01
MDT Sm-Cap Val20.1919.01
ClariVest Small Cap Value18.8718.16
Hotchkis & Wiley Sm-Cap Val18.9018.13
Pacific Ridge Capital Ptnrs Micro Cp Val19.8318.08
CornerCap Fundametrics Small18.7217.94
Cooke & Bieler Small Cap Value Equity18.8317.72
LSV Asset Mgt Small/Mid Cap Val Eq (US)18.4717.63
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value1 year gross return1 year net return
WEDGE Mid-Cap Value18.4917.64
Neuberger Berman Mid Cap Intrinsic Value17.5616.70
TS&W Mid-Cap Value16.5716.16
Martingale MidCap Core16.5015.69
RBC GAM Mid Cap Value Equity15.7214.74
Boston Partners Mid-Cap Value Equity15.1314.74
Anchor Mid Cap Value Institutional15.3814.68
Keeley Inst. Mid Cap Dividend Value15.8314.68
Denver Inv Mid-Cap Value15.4814.62
NB All Cap Intrinsic Value-ISA15.6314.48
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value5 year gross return5 year net return
BRC Mid Cap Diversified Equity20.2219.17
Smith Graham Mid-Cap Value19.0318.16
Boston Partners Mid-Cap Value Equity18.7418.05
Lyrical U.S. Value Equity - EQ19.9418.05
Hotchkis & Wiley Md-Cap Val18.6217.81
WEDGE Mid-Cap Value18.6117.77
AJO Mid Cap17.9717.75
LSV Asset Mgt Md-Cap Val Eq18.4317.72
TS&W Mid-Cap Value18.1917.67
Martingale MidCap Core18.4517.63
Source: Morningstar Separate Account/CIT Fund Database

Large Value1 year gross return1 year net return
PIMCO StocksPLUS Long Duration29.3628.75
WEDGE Large Cap Value18.8117.96
S&P Intrinsic Value17.9517.66
AJO Large Cap17.6517.29
MFS Systematic Core Equity17.4216.67
Acadian U.S. Equity Composite16.9416.39
HIS Dividend Plus17.9316.39
BRC Large Cap Value Institutional16.4016.17
WEDGE Total Cap Value16.9916.15
BMO Large-Cap Low Volatility Alpha16.5415.84
Source: Morningstar Separate Account/CIT Fund Database

Large Value5 year gross return5 year net return
PIMCO StocksPLUS Long Duration25.7125.09
S&P Intrinsic Value20.0319.73
S&P 418.8518.55
RIM High Income Dividend Yield Portfolio17.9017.90
Delaware Investments Lg-Cap Val Eq (SMA)17.4417.40
Brandywine Dynamic Large Cap Value18.1917.32
S&P Dividend Income & Growth17.5717.28
Delaware Lg-Cap Val Focus17.6317.13
First Citizens Focused Structured Equity17.0817.08
Analytic Investors US Low Volatility17.0716.83
Source: Morningstar Separate Account/CIT Fund Database

Small Growth1 year gross return1 year net return
Wall Street Institutional Small Growth7.19702.02
Mazama Emerging Small Cap Growth37.9536.68
Navellier Small Cap Growth Wrap27.7226.01
Boston Advisors Small Cap Growth Equity24.5923.47
PPCM Small-Cap Eq Comp22.6121.90
Aberdeen North American Eq - Sm Cap Core21.5920.74
Palisades Intensified Equity21.5520.40
LMCG SMID Cap Grth20.2519.15
Renaissance Small Cap Growth19.9519.09
AMI SMID Cap Growth Composite20.2418.78
Source: Morningstar Separate Account/CIT Fund Database

Small Growth5 year gross return5 year net return
Wall Street Institutional Small Growth15.1770.91
Allianz US Ultra Micro Cap24.0622.78
Granahan Inv Mgt - Sm Cap Focused Grth23.3422.40
Mazama Emerging Small Cap Growth23.1322.09
Rice Hall James Small Cap Opportunities22.3021.38
Granahan Inv Mgt Small Cap Discoveries21.8321.38
AMI Small Cap Growth Composite23.1621.36
12th Street Small Cap Value22.1620.98
Essex Inv Mgt Micro Cap Growth21.8820.69
Renaissance Small Cap Growth21.5820.66
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth1 year gross return1 year net return
Mazama Small-Mid Cap Growth31.6530.50
ClariVest Mid Cap Growth25.8524.92
Kayne Anderson Rud MC Core24.8223.78
Confluence Value Opportunities24.0222.14
Avenir Value Equity22.8522.12
Revenue VTL Navellier Overall A-10022.3921.79
Kayne Anderson Rudnick25.4621.73
Curran Mid Cap Core Growth Equity22.1321.35
Nicholas Multi-Cap Growth Equity20.3519.17
Kayne Anderson Rudnick SMID Core20.1119.02
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth5 year gross return5 year net return
Naylor & Company Core Composite27.4124.74
T. Rowe Price US Small-Cap Growth Equity22.2021.29
MDT Mid Cap Growth22.0720.88
Congress Asset Mgt Md-Cap Gr20.8920.24
Portfolio Resources High Impact Solu G&I19.9219.33
Chartwell Mid Cap Growth Wrap19.5619.32
PGI Mid-Cap Equity19.8719.32
Entrepreneur US Mid Cap20.1119.28
Ranger Mid Cap Equity Focused19.6419.15
Jackson Square - Smid-Cap Growth-Focus19.9119.04
Source: Morningstar Separate Account/CIT Fund Database

Large Growth1 year gross return1 year net return
Mazama Select Growth28.1227.16
Bridgeway Large Cap Growth23.5622.97
Goldman Sachs Structured US Large Growth22.9822.37
PNC Cap Adv Large Cap Growth Advantage23.2222.31
AB US Large Cap Growth Equity23.0322.07
Zacks Focus Growth22.9722.06
Cognios Quantitative Large Cap Growth22.3921.84
MFS Systematic Growth Eq22.4321.67
Columbia Large Cap Growth22.2021.42
WestEnd Advisors Large Cap Core Equity21.6121.17
Source: Morningstar Separate Account/CIT Fund Database

Large Growth5 year gross return5 year net return
ClearBridge Aggressive Growth20.3319.45
Sands Select Growth Equity20.0419.38
S&P Competitive Advantage19.5419.25
Texas Inst Mid-Large Cap Growth19.4218.97
American Century US Discp LCG 130/3020.0718.77
Munder Multi-Capitalization (Munder)19.1018.37
MFS Systematic Growth Eq19.0018.24
Glenmede Large Cap Growth18.6717.81
Cookson All-Cap Equity19.1617.76
Cupps Capital Large Cap Growth18.2017.73
Source: Morningstar Separate Account/CIT Fund Database

Small Blend1 year gross return1 year net return
The Capital Mgt Corp SMID24.2523.52
Private Capital Management Value Focus23.2022.10
Blue Tower Global Value22.2921.23
Affinity Small Cap Equity21.4920.76
Hodges Small Intrinsic Value Fund21.1819.69
Great Lakes - Disciplined SR SMidCap14.3318.93
AlphaOne Fundamental Small Cap Core19.6018.48
Navigator Small Cap Core U.S. Equity18.7117.43
Olstein US SMID Value Equity18.4117.22
Constantia Small Cap 130/3017.9016.97
Source: Morningstar Separate Account/CIT Fund Database

Small Blend5 year gross return5 year net return
BMO Microcap Equity - Institutional - SA21.5520.35
QMA US Small Cap Core Equity20.8920.10
Great Lakes - Disciplined SR SMidCap19.5620.06
PanAgora U.S. Small Cap Core Stock21.5519.67
Dana Small Cap20.1419.52
Affinity Small Cap Equity20.1019.39
BRC Small Cap Diversified Equity20.7119.34
The Capital Mgt Corp SMID19.9119.24
Numeric Investors SMID Growth20.1319.06
Numeric Investors Small Cap Growth19.7418.68
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend1 year gross return1 year net return
RBC GAM Concentrated MidCap Value Equity27.3426.14
Golden Small Mid Cap Core (SMID)23.0122.11
Lazard U.S. Mid Cap Equity Concentrated22.7521.48
Ariel Small/Mid Cap Value Product22.0520.84
Triboro All Cap20.8320.83
Clarkston Capital Partners US Small Cap20.7020.36
Ariel Small/Mid Cap Value Wrap Composite22.4318.86
Kensington Mid Cap20.0118.54
Friess Dividend Growth19.1218.12
AT Financial Advisors Corp Mid Cap Core17.4617.20
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend5 year gross return5 year net return
Iridian Private Value/ Mid-Cap Equity20.3220.35
Triboro All Cap19.4119.41
WellsCap Select Equity20.5119.33
SouthernSun SMID Cap Composite19.5918.92
Clarkston Capital Partners US Small Cap19.7518.86
WCM Inv Mgt Smid-Cap Value18.8318.83
New Amsterdam Md-Cap Active Eq18.1518.12
Davenport Equity Opportunitities19.7518.08
Sheaff Brock MidCap 1019.1717.72
QMA US Mid Cap Core Equity18.2617.64
Source: Morningstar Separate Account/CIT Fund Database

Large Blend1 year gross return1 year net return
Lazard U.S. Equity Concentrated21.3920.62
PNC Cap Adv Lg Cap Adv Concentrated19.8318.91
PNC Cap Adv Large Cap Core Advantage19.6518.79
Symphony Low Volatility Equity16.0418.52
Nav Tactical US Equity Sector Pl ft ADEX19.0618.25
PNC Cap Adv Large Cap Core Adv SRI-TAG18.7317.82
Mellon Capital Tangent-Added Composite18.1017.53
AJO Large Cap - Dynamic 115/1517.7017.43
AJO Top Cap17.5617.27
Scharf Equity18.7017.26
Source: Morningstar Separate Account/CIT Fund Database

Large Blend5 year gross return5 year net return
Entrepreneur US Large Cap26.7925.99
Mellon Capital Tangent-Added Composite20.8220.26
PIMCO Fundamental IndexPLUS Abs Return19.5618.62
Smead Capital Appreciation18.8218.03
PIMCO StocksPLUS Absolute Return18.4717.68
Wakefield Large Cap Equity19.2117.48
Glenmede Large Cap Equity18.2417.37
The London Co. Concentrated18.0817.17
Lazard U.S. Equity Concentrated17.8417.15
Martingale Low Volatility LargeCap+17.6917.02
Source: Morningstar Separate Account/CIT Fund Database

Long/Short Equity1 year gross return1 year net return
Turner Global Medical Sciences Equity21.1319.21
QMA US Core Equity Extended19.8419.06
TAMP US Tactical ETF L/S - PULSE17.4016.53
TAMP US Tactical ETF L/S – PULSE UMA15.5414.79
Acadian Global Leveraged Market Neutral20.3413.94
Bluestone Elite14.7013.93
Acadian Glb Market Neutral Eq (Tax Sens)16.2411.48
IRON S&P 500 Equity Plus11.4310.88
Analytic Global Long/Short Equity11.2210.82
Sheaff Brock Covered Call Income11.9110.53
Source: Morningstar Separate Account/CIT Fund Database

Long/Short Equity5 year gross return5 year net return
QMA US Core Equity Extended17.8817.11
Bluestone Elite15.4614.84
Westport Absolute Total Return Strategy13.9412.11
Connors Covered Call12.6311.54
Turner Global Medical Sciences Equity12.8211.43
Analytic Global Long/Short Equity11.8411.35
Cinque Partners Large Cap Buy-Write11.5310.56
Gateway Equity Premium Income10.379.63
BostonPartners Research Equity Composite10.879.51
Epoch Global Absolute Return10.829.40
Source: Morningstar Separate Account/CIT Fund Database

Leveraged Net Long1 year gross return1 year net return
Hillsdale US 130 30 Composite28.5727.63
AQR Capital Small Cap Relaxed Constraint21.0119.47
Numeric Investors Amplified Core 130/3020.6319.45
Martingale Low Volatility 130/30 LC+19.5818.70
Martingale 130/30 LargeCap Growth18.4917.61
Glenmede Large Cap 130/3017.5016.63
JPMorgan Large Cap Core 130/3016.0215.13
UBS: U.S. Equity Alpha15.9615.04
Chicago Equity Large Cap 130/3015.3114.63
SIPCO Global Macro Portfolio15.2913.87
Source: Morningstar Separate Account/CIT Fund Database

Leveraged Net Long5 year gross return5 year net return
Hillsdale US 130 30 Composite19.9319.01
Numeric Investors Amplified Core 130/3019.4818.31
Martingale Low Volatility 130/30 LC+18.6617.79
AQR Capital Small Cap Relaxed Constraint19.3217.63
AQR Capital US Relaxed Constraint 4018.0317.10
Martingale 130/30 LargeCap Growth17.4216.56
Glenmede Large Cap 130/3017.2516.39
AJO Large Cap - Absolute Value 130/3016.7316.30
MFSˆ® Blended Rsrch - US Cor Eq Extension17.1216.15
Chicago Equity Large Cap 130/3016.6115.92
Source: Morningstar Separate Account/CIT Fund Database

Market Neutral1 year gross return1 year net return
ArbitrOption Cptl Event-Driven Investing21.7216.37
12th Street Asset Management LP13.7111.31
Copeland Risk Managed Dividend Growth11.079.96
SL Advisors Hedged Dividend Capture9.829.03
Cognios Capital Market Neutral Large Cap9.928.47
Numeric Investors US Market Neutral7.976.90
Swan Defined Risk Strategy All Accounts6.255.75
Swan Defined Risk Strategy6.135.69
Analytic USMN Systematic Volatility3.632.57
Martingale Equity Market Neutral3.342.31
Source: Morningstar Separate Account/CIT Fund Database

Market Neutral5 year gross return5 year net return
ArbitrOption Cptl Event-Driven Investing38.5234.93
12th Street Asset Management LP18.7915.95
Swan Defined Risk Strategy6.916.11
Swan Defined Risk Strategy All Accounts6.966.09
Numeric Investors US Market Neutral6.235.17
PanAgora Dynamic Global Market Neutral4.353.58
SSI Convertible Income4.433.39
Analytic USMN Systematic Volatility3.752.66
Martingale Equity Market Neutral3.422.39
Invesco US Market Neutral Equity2.962.35
Source: Morningstar Separate Account/CIT Fund Database

World Stock1 year gross return1 year net return
Thornburg Global Opportunities Strategy23.4522.50
Turner Inv Concentrated Global Growth Eq22.8121.97
AB Concentrated Global Growth19.0217.97
DSM Global Focus Equity18.9117.82
WellsCap EverKey Focused Global Equity18.9317.76
Navigator International Equity ADR17.0715.80
Janus Global Research Growth Equity14.9914.31
Morgan Stanley Global Opportunity15.6514.22
Batterymarch Global Custom Equity14.0213.29
Franklin Global Equity5.7813.27
Source: Morningstar Separate Account/CIT Fund Database

World Stock5 year gross return5 year net return
Mittleman Global Value26.8725.05
Copper Rock Global Small Cap18.6117.44
DSM Global Focus Equity18.1217.01
ZPR Global Equity17.7315.88
Allianz Global Small Cap Equity17.0015.86
Morgan Stanley Global Opportunity16.9015.34
Sands Global Growth Eqty15.9114.96
Thornburg Global Opportunities Strategy15.7814.80
Lazard Global Small Cap Equity15.5714.74
Wellington Global Perspectives15.3814.35
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Value1 year gross return1 year net return
Acadian ADR Non-U.S. Equity Composite15.2914.40
AAM Non-US ADR Eq (Model/Envestnet)14.8913.13
The Boston International Equity9.468.60
The Boston Non-US Value7.106.25
The Boston EAFE Value Equity6.025.18
Allianz Inter. Managed Volatility4.854.55
The Boston ACWI ex-US Value Equity Mgt5.404.52
ClariVest International Core4.964.08
Artisan Global Value4.963.95
Artisan Non-U.S. Value4.023.07
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Value5 year gross return5 year net return
Artisan Global Value14.6713.56
Artisan Non-U.S. Value13.1812.12
Polaris Capital Mgt Polaris Intl Eq12.2211.52
Acadian ADR Non-U.S. Equity Composite11.7910.96
BMO Disciplined International Equity11.8010.91
The Boston International Equity11.2610.39
Lombardia International Equity10.9210.30
TS&W International Equity10.199.70
ClariVest International Core10.389.58
Trivalent Int’l Core Equity (Munder)9.949.35
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Blend1 year gross return1 year net return
Fiduciary Mgt of Milwaukee Intl Comp11.9911.17
CBRE Clarion International Real Estate10.839.89
Laffer Investments Glbl Equity Composite10.709.69
Henry James International Select Equity10.598.28
Artisan Global Opportunities8.887.93
Cumberland - Intl Equity ETF8.227.69
UBS: Global (ex-US) ACWI Equity8.177.28
MFSˆ® International Val Eq8.017.17
UBS: Global (ex-US) Equity7.426.53
Lazard International Discounted Assets6.786.29
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Blend5 year gross return5 year net return
Artisan Global Opportunities16.1215.11
Henry James International Select Equity16.5414.87
MFSˆ® International Val Eq12.2911.44
Financial Trust Intl ValueMomentum12.5511.14
Federated EAFE Equity Composite11.6010.78
Harris Assoc. International10.8510.06
Boston Partners International Equity10.689.85
SGA International Large Cap Core Equity10.719.61
Lazard Intl Equity ex-Emerging Markets9.779.45
SGA International All Cap Core Equity10.309.21
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Growth1 year gross return1 year net return
Dorsey Wright Sys Reltv Strength Intl22.5020.63
Wellington International Quality Growth12.8111.98
Turner Inv International Growth Equity8.547.46
Alger International Growth Composite7.466.72
William Blair International Leaders7.236.38
Thornburg International Equity Strategy7.056.38
Marsico Non-Taxable International Growth7.085.90
Burgundy EAFE Composite6.295.50
Artisan Non-U.S. Growth SA6.325.34
AB International Growth Trends6.105.20
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Growth5 year gross return5 year net return
Dorsey Wright Sys Reltv Strength Intl18.2216.34
Wellington International Quality Growth14.7513.91
Lazard Intl Strategic Eq (ACW ex-U.S.)13.2412.44
Burgundy EAFE Composite11.8411.01
Artisan Non-U.S. Growth SA11.6410.62
Lazard International Strategic Equity11.1510.43
William Blair International Leaders11.1010.15
Turner Inv International Growth Equity10.799.66
WCM Inv Mgt Focused Growth Intl10.319.52
Davis Global ADR SMA10.109.52
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Value1 year gross return1 year net return
The Boston International Small Cap Eq8.497.53
Validea International Value6.754.98
Schroders QEP Global (Ex US) Value-2.424.83
Ativo International ADR5.012.83
LMCG Int'l Sm Cap Eq3.002.04
NFJ International Small Cap Value2.691.65
First Eagle International Value Equity1.580.83
QMA International Small Cap Equity1.140.29
Templeton Intl Sm Cap Eq0.970.03
Ativo International Developed-0.48-1.31
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Value5 year gross return5 year net return
The Boston International Small Cap Eq13.9712.92
GlobeFlex International Micro Cap Cmpst12.3211.33
LMCG Int'l Sm Cap Eq12.1411.11
Brandes International Small Cap Eq11.7410.78
RBC GAM International Equity11.7110.68
LSV Asset Mgt Intl Sm-Cap Val Eq11.3610.30
Acadian Non-U.S. Small-Cap Equity Compst11.1210.29
ClearBridge International Small Cap11.2610.17
Templeton Intl Sm Cap Eq10.8210.00
AQR Capital International Small Cap10.889.80
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Growth1 year gross return1 year net return
Navellier International Select10.598.28
Rainer International Small Cap Equity6.625.83
Brown Capital Intl Small Company Service5.495.21
OFI Global International Small Cap4.493.75
Copper Rock International Small Cap4.473.44
UBS: Global (ex-US) Small Cap Growth3.712.68
Baring International Small Cap Equity3.042.20
T. Rowe Price International Small-Cap Eq2.401.44
Arbor Capital International Small Cap2.080.87
Oberweis Intl Opportunities1.660.54
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Growth5 year gross return5 year net return
Oberweis Intl Opportunities19.7918.63
OFI Global International Small Cap16.1015.27
Navellier International Select16.5414.87
Wasatch International Small Cap Growth14.5913.29
Baring International Small Cap Equity13.9012.95
Thornburg International Growth Strategy13.7212.66
Allianz International Small Cap Equity13.7812.59
Aberdeen Global Equity - Small Cap12.6011.48
Harding Loevner Intl Small Co12.0610.86
American Century Non-U.S. Small Cap11.8210.82
Source: Morningstar Separate Account/CIT Fund Database

Latin America Stock1 year gross return1 year net return
Financial Trust Latin Value Momentum-0.14-1.38
T. Rowe Price Latin America Equity-17.40-18.14
Morgan Stanley Latin America Equity-20.02-20.29
Ashmore Latin America Small Cap Equity-28.49-29.67
Aberdeen Latin American Equity-37.54-38.17
Source: Morningstar Separate Account/CIT Fund Database

Latin America Stock5 year gross return5 year net return
Financial Trust Latin Value Momentum7.726.39
Aberdeen Latin American Equity-3.69-4.77
Ashmore Latin America Small Cap Equity-4.06-5.51
Morgan Stanley Latin America Equity-5.58-5.91
T. Rowe Price Latin America Equity-6.94-7.75
Source: Morningstar Separate Account/CIT Fund Database

Europe Stock1 year gross return1 year net return
Numeric Investors Europe Core23.3922.67
INTECH European Large Cap Core22.1021.47
LA Capital Europe Equity8.177.46
International Tortue Capital4.113.12
Wellington Strategic European Equity0.38-0.37
Burgundy European Equity Composite0.15-0.80
BNP Paribas Europe Mid Cap-0.82-1.51
Pyrford European Equity-1.87-2.35
Putnam European Core Equity-1.91-2.66
MFSˆ® European Research Equity-2.11-2.69
Source: Morningstar Separate Account/CIT Fund Database

Europe Stock5 year gross return5 year net return
LA Capital Europe Equity21.2520.47
INTECH European Large Cap Core16.2915.67
Numeric Investors Europe Core15.8114.98
T. Rowe Price Europe Smaller Comp Equity12.6911.85
Pictet Small Cap European Core Comp12.2011.42
Burgundy European Equity Composite12.3311.22
International Tortue Capital11.9010.84
T. Rowe Price Europe Equity11.1210.54
T. Rowe Price Europe ex-UK Equity10.8910.32
Baillie Gifford Europe ex-UK Equities10.8810.16
Source: Morningstar Separate Account/CIT Fund Database

Japan Stock1 year gross return1 year net return
Burgundy Focus Asian Composite18.6417.76
Daiwa SBI Japan Eq MidSm Cap GARP16.0015.20
Burgundy Asian (All Cap) Composite15.5814.44
Japanese All Cap13.9213.22
Baillie Gifford Japan Growth13.4212.75
Daiwa SBI Japan Eq Fundamental Active13.2512.58
Daiwa SBI Japan Eq Value Plus Alpha11.4910.83
Daiwa SBI Japan Eq Small Cap GARP11.5210.78
PGI Japanese Equity11.2410.59
MFSˆ® Japan Equity11.2110.51
Source: Morningstar Separate Account/CIT Fund Database

Japan Stock5 year gross return5 year net return
Japanese All Cap11.8811.17
Aberdeen Japanese Equity11.8110.87
Burgundy Focus Asian Composite11.3110.47
Burgundy Asian (All Cap) Composite11.2810.04
Acadian Japanese Equity Composite9.418.60
Baillie Gifford Japan Growth9.308.55
T. Rowe Price Japan Equity9.078.43
MFSˆ® Japan Equity8.167.42
Daiwa SBI Japan Eq Fundamental Active7.947.29
PGI Japanese Equity7.757.11
Source: Morningstar Separate Account/CIT Fund Database

Pacific/Asia ex-Japan Stk1 year gross return1 year net return
Morgan Stanley Asia Equity13.2512.96
T. Rowe Price Asia ex-Japan Equity12.3411.41
Baillie Gifford Asia ex Japan Equities11.4910.75
PGI Asia ex-Japan Equity9.398.70
Morgan Stanley Asia Pacific Equity9.548.58
Allianz Asia-Pfc ex Japan Eq (Core Reg)8.667.72
MFSˆ® Asia ex Japan Equity7.867.07
Brandes Asia Pacific ex-Japan Equity8.127.00
Investec 4Factor Asia Pacific ex Jap Eq7.396.71
MFSˆ® Asia Pacific ex Japan4.663.90
Source: Morningstar Separate Account/CIT Fund Database

Pacific/Asia ex-Japan Stk5 year gross return5 year net return
Baillie Gifford Asia ex Japan Equities11.1010.38
Brandes Asia Pacific ex-Japan Equity11.2510.06
Investec 4Factor Asia Pacific ex Jap Eq9.528.81
Pyrford Pacific Basin ex Japan Equity8.588.04
PGI Asia ex-Japan Equity8.247.78
T. Rowe Price Asia ex-Japan Equity8.317.40
Morgan Stanley Asia Equity7.597.32
MFSˆ® Asia ex Japan Equity7.426.59
Allianz Asia-Pfc ex Japan Eq (Core Reg)7.056.33
Aberdeen Asia Pacific ex Japan Equity7.426.22
Source: Morningstar Separate Account/CIT Fund Database

Diversified Pacific/Asia1 year gross return1 year net return
Accuvest Asian Advantage16.9916.53
WellsCap Asia Pacific Equity12.7411.85
Allianz Total Return Asia Equity13.0210.86
Templeton Asia Pacific Eq8.517.91
Green Inv Mgt Guardian Country8.717.59
ZPR All Asian8.767.36
Horizon Asia Institutional7.986.90
Sit Inv Pac Basin7.316.35
Pyrford Intl Plc Asia Pacific Equity5.464.93
John Hsu Capital Intl Top-Down Eq-1.60-2.33
Source: Morningstar Separate Account/CIT Fund Database

Diversified Pacific/Asia5 year gross return5 year net return
ZPR All Asian20.3618.63
Denver Inv Concentrated Intl Small-Cap13.1011.76
Horizon Asia Institutional11.7010.58
Denver Inv International Small-Cap11.329.95
Templeton Asia Pacific Eq9.849.34
WellsCap Asia Pacific Equity9.708.83
Pyrford Intl Plc Asia Pacific Equity9.288.74
Allianz Total Return Asia Equity10.047.99
John Hsu Capital Intl Top-Down Eq5.694.90
Sit Inv Pac Basin5.434.48
Source: Morningstar Separate Account/CIT Fund Database

Diversified Emerging Mkts1 year gross return1 year net return
Vontobel Asset Mgt Far East Equity17.3115.48
WB&C Emerging Markets Small Cap Growth16.3415.08
Numeric Investors Emerging Markets Alpha13.7212.45
UBS: Emerging Markets Growth13.4612.28
Newgate Emerging Markets10.1810.18
Newgate Emerging Markets Select10.1810.18
Ashmore EM Middle East Equity11.499.69
RBC GAM Emerging Markets Core Equity10.389.35
AB Emerging Markets Growth10.269.17
McKinley Capital Emerging Markets Growth9.139.13
Source: Morningstar Separate Account/CIT Fund Database

Diversified Emerging Mkts5 year gross return5 year net return
Ashmore EM Middle East Equity17.5815.82
Expedition EMSC Equity (Victory) Comp11.4010.33
Driehaus Emerging Mkt Small Cap Gr13.8110.03
Aberdeen Asia Pacific ex Jpn Eq - Sm Cap11.219.83
Vontobel Asset Mgt Far East Equity11.489.47
Numeric Investors Emerging Markets Alpha10.689.47
Morgan Stanley Frontier Emerging Markets10.538.45
Vontobel Asset Mgt Emg Mkts Eq9.638.44
Financial Trust Asia ValueMomentum9.578.21
Acadian Frontier Markets Equity Compst9.567.96
Source: Morningstar Separate Account/CIT Fund Database

Global Real Estate1 year gross return1 year net return
Presima Concentrated Composite21.1820.41
Cornerstone Global RE Securities19.5019.08
LaSalle Global Real Estate Securities19.5318.71
Duff&Phelps Glbl Real Estate Securities19.2918.38
Adelante Global Strategy Composite19.0618.35
Heitman Global Diversified Developed18.5918.21
LaSalle Core GRES18.8017.99
Global REIT Income Preference18.5717.77
CenterSquare Global REIT18.1017.60
PGI Global Real Estate Securities17.9517.33
Source: Morningstar Separate Account/CIT Fund Database

Global Real Estate5 year gross return5 year net return
PGI Core Real Estate Property15.6714.39
Duff&Phelps Glbl Real Estate Securities15.1414.21
Adelante Global Strategy Composite15.0114.21
Global REIT Income Preference14.4513.78
PGI Global Real Estate Securities14.0013.33
Cornerstone Global RE Securities14.0013.22
Third Avenue Real Estate Value Equity14.3413.07
Presima Concentrated Composite13.1912.93
Delaware Global Real Estate Securities13.8212.78
LaSalle Global Real Estate Securities13.5212.73
Source: Morningstar Separate Account/CIT Fund Database

World Bond1 year gross return1 year net return
GMO Currency Hedged Int’l Bond Strategy15.1014.66
Oechsle International Fixed Income13.0412.48
Standish European Core Plus Fixed Income12.6012.41
Western Asset Mgt UK Core Full11.5711.33
PIMCO Non US Hedged11.8011.26
WellsCap FIA Global FI (USD Hedged)11.4210.92
CC&L Core Bond Composite10.3610.01
PIMCO Global Government Hedged10.229.66
PIMCO Global Aggregate Hedged9.469.08
Standish Global Core Plus - US$ Hedged9.008.85
Source: Morningstar Separate Account/CIT Fund Database

World Bond5 year gross return5 year net return
GMO Currency Hedged Int’l Bond Strategy9.368.92
PIMCO Non US Hedged8.017.50
Western Asset Mgt UK Core Full7.677.37
Stone Harbor Glbl High Yield Comp 70/307.787.29
Standish European Core Plus Fixed Income7.237.06
PIMCO Diversified Income7.696.94
Stone Harbor Global High Yield 50/507.316.89
Brandywine Global Opportun Fxd Inc7.266.78
PIMCO Global Aggregate Hedged7.056.66
Muzinich & Co., Glbl High Yld7.706.58
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond1 year gross return1 year net return
Pyramis High Yield CMBS Composite9.859.03
UBS: U.S. High Yield Bond6.105.57
Oaktree European High Yield Bonds6.085.55
Eagle Core Plus Fixed Income6.015.53
TCW Opportunistic MBS6.175.43
Denver Inv High Yield Fixed Income5.875.39
Franklin European High Yield Composite5.735.13
Sierra Inv High Yield FI Fort Washington5.424.90
Federated Opportunistic High Yield Comp4.954.42
Ryan Labs High Yield4.574.25
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond5 year gross return5 year net return
Pyramis High Yield CMBS Composite13.3512.51
TCW Opportunistic MBS13.2512.45
NCRAM Hi Yld Tol Ret Instl (HYTRIC)11.5410.99
Federated Opportunistic High Yield Comp11.4110.86
Brandywine High Yield10.7710.06
Babson High Yield10.359.74
Brandywine Global High Yield10.409.69
Oaktree European High Yield Bonds10.009.46
Loomis Sayles High Yield Full Discretion9.889.45
Hotchkis & Wiley High Yield9.789.26
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government1 year gross return1 year net return
Delaware Aggregate Dur US Govt (SMA)6.326.24
Columbia US Government Mortgage6.295.92
Semper Active Mortgage-Backed Securities5.945.68
Chicago Equity Core Fix-Inc5.935.66
Smith Breeden Mortgage Index Plus5.925.55
M.D. Sass Core Fix-Inc5.815.53
Seix Core Bond Wrap SMA5.565.53
Great Lakes Core Govmt Only Fix-Inc5.615.50
Ross Sinclaire Intermediate Municipal Bd5.705.44
PNC Cap Adv US Government Mortgage5.705.32
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government5 year gross return5 year net return
Semper Active Mortgage-Backed Securities8.167.79
Ross Sinclaire Intermediate Municipal Bd7.146.84
Columbia US Government Mortgage6.496.12
CS McKee Broad Government Fixed5.114.59
Sage Core Government/Credit Fixed Income4.794.41
Seix Core Bond Wrap SMA4.374.36
M.D. Sass Core Fix-Inc4.434.13
Delaware Aggregate Dur US Govt (SMA)4.114.09
Chicago Equity Core Fix-Inc4.284.02
Great Lakes Core Govmt Only Fix-Inc4.113.91
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond1 year gross return1 year net return
EARNEST Fixed Income Long Duration14.1913.80
Brandywine Global U.S. Fixed Income12.3011.97
Flaherty & Crumrine Separate Mgd Account10.6510.12
Spectrum Preferred Securities9.899.60
Standish Global Core - USD Hedged8.258.17
Garcia Fix-Inc Government/Credit8.057.78
PIMCO Global Invstm Grade Corporate8.287.77
AB US Investment Grade Corporates7.977.76
GMO Core Plus Bond Strategy7.727.29
Garcia Hamilton Fix-Inc Aggregate7.457.28
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond5 year gross return5 year net return
Flaherty & Crumrine Separate Mgd Account11.4510.92
Spectrum Preferred Securities9.969.67
Brandywine Global U.S. Fixed Income8.257.93
GMO Core Plus Bond Strategy7.937.56
OFI Global Core Plus Bond7.757.47
Strategic Fixed Income7.797.42
Manulife AM US Core Plus Fixed Income7.617.29
WellsCap Premier Income I7.417.04
EARNEST Fixed Income Long Duration7.246.87
BlackRock Corporates7.106.82
Source: Morningstar Separate Account/CIT Fund Database

Short Government1 year gross return1 year net return
FFTW Mortgage - Unconstrained8.007.73
RBC GAM Access Capital Community Invmt6.265.83
PIMCO Mortgage Constrained5.615.44
Sit Inv Short Dur Strat5.394.97
JPMorgan MBS Bond (Columbus)5.134.87
FFTW Mortgage Alpha4.193.67
M.D. Sass 3-Year FI3.893.51
JPMorgan Interm Govt Bond Style3.583.27
TDAM Intermediate Govt Bond SMA3.082.83
PNC Cap Adv Intermediate U.S. Governemnt2.722.47
Source: Morningstar Separate Account/CIT Fund Database

Short Government5 year gross return5 year net return
FFTW Mortgage - Unconstrained8.728.45
FFTW Mortgage Alpha7.557.02
JPMorgan MBS Bond (Columbus)5.184.92
PIMCO Mortgage Constrained3.993.82
RBC GAM Access Capital Community Invmt4.113.60
Sit Inv Short Dur Strat4.013.57
M.D. Sass 3-Year FI3.463.12
JPMorgan Interm Govt Bond Style3.202.94
Capital Group PCS Core Bond Composite3.632.90
PNC Cap Adv Intermediate U.S. Governemnt2.762.49
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond1 year gross return1 year net return
Atlantic Enhanced Stock Indexing13.0812.75
Alpha Bonds Strategy8.726.59
Ryan Labs Government/Credit6.906.57
Lord Abbett & Co. Core Fixed Income6.215.84
BlackRock Core PLUS6.065.79
BlackRock Core Bond Enhcd Idx5.855.69
TCW Mortgage-Backed Securities6.015.69
BlackRock Core Bond5.915.65
Goldman Sachs US Mortgages5.595.31
PIMCO Mortgage Unconstrained5.835.12
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond5 year gross return5 year net return
Atlantic Enhanced Stock Indexing16.4116.10
TCW Strategic Income8.456.78
TCW Mortgage-Backed Securities7.036.72
Alpha Bonds Strategy7.555.44
Ryan Labs Government/Credit5.625.34
WellsCap Intermediate Premier FI5.625.25
Lord Abbett & Co. Core Fixed Income5.455.04
Newfleet Multi-Sector Short Dur Cpst5.525.02
BlackRock Core PLUS5.254.98
Thornburg Limited Term Income Strategy5.114.62
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond1 year gross return1 year net return
TCW Alpha Trak12.3712.37
Western Asset Mgt US Index Plus11.9111.68
Columbia Currency Alpha Absolute Return6.495.90
Pyramis Leveraged Loan Composite2.762.20
OFI Global Senior Loans2.241.75
DBF Short Duration Govt/Agency1.301.41
Pioneer Multi-Asset Ultrashort Income1.301.04
PIMCO Short Term1.400.99
Federated Active Cash Broad FI Composite1.260.93
UBS: U.S. Ultra Short Bond1.000.88
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond5 year gross return5 year net return
Western Asset Mgt US Index Plus16.7916.45
TCW Alpha Trak16.4216.26
Pyramis Leveraged Loan Composite6.866.32
OFI Global Senior Loans6.576.07
Western Asset Mgt US Enhanced Cash2.802.61
Goldman Sachs US Enhanced Cash2.482.24
TCW Ultra Short2.252.09
Columbia Currency Alpha Absolute Return2.151.72
Federated Active Cash Broad FI Composite1.911.59
DBF Short Duration Govt/Agency1.651.49
Source: Morningstar Separate Account/CIT Fund Database

Long Government1 year gross return1 year net return
NISA 15+ STRIPS34.3834.08
NISA Long Dur Govt Only Consolidated29.0328.74
Hoisington Inv Mgt Macroeconomic FI Comp27.8227.55
SSgA Long U.S. Govt Bond Index Strategy21.0120.93
PIMCO Long Duration Treasury20.9220.34
Hillswick Long Duration Government20.2819.98
TD Asset Mgt Long Government Bond SMA15.2615.04
JPMorgan Long Govt/Credit Plus15.3014.96
JPMorgan Long Govt/Credit(Corporate-Foc)15.2314.95
Ryan Labs LDI Extended Duration 10-1614.9614.54
Source: Morningstar Separate Account/CIT Fund Database

Long Government5 year gross return5 year net return
NISA 15+ STRIPS16.1715.91
NISA Long Dur Govt Only Consolidated15.0514.79
Hoisington Inv Mgt Macroeconomic FI Comp13.4113.18
Hillswick Long Duration Government12.3812.06
PIMCO Long Duration Treasury11.1710.65
JPMorgan Long Govt/Credit Plus10.8310.46
SSgA Long U.S. Govt Bond Index Strategy10.4410.38
JPMorgan Long Govt/Credit(Corporate-Foc)10.6610.35
Ryan Labs LDI Extended Duration 10-1610.6310.22
JKMAM Active Aggregate4.524.28
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond1 year gross return1 year net return
Ryan Labs Long Government21.6621.30
Greystone Long Bond Fund18.8618.51
NISA Long Dur Gov/Credit Consolidated17.6417.38
Jennison Active Long Gov/Credit16.9016.71
Long Dur – Multi-Sector Return Seeking16.7516.51
Delaware Long Duration Gov't/Credit16.6616.38
NISA Long Gov/Credit16.1415.88
Prudential Long Dur Government-Credit16.1015.75
Capital Group Long Dur Govnmt/Credit16.0115.64
Morgan Stanley U.S. Long Duration15.8115.57
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond5 year gross return5 year net return
Long Dur – Multi-Sector Return Seeking12.4112.18
Logan Circle Long Duration12.5312.16
Reams Long Duration Fixed Income12.3112.11
PIMCO Long Term Bond - Long Credit12.0211.70
Ryan Labs Long-Credit11.8811.56
NISA Long Dur Gov/Credit Consolidated11.5411.28
Loomis Sayles Long Dur Government/Credit11.3911.20
Delaware Long Duration Gov't/Credit11.3411.09
Capital Group Long Dur Govt/Credit+ Comp11.2610.93
Delaware Long Duration Investment Grade11.1710.93
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond1 year gross return1 year net return
Ibis Global Preservation10.159.63
Guggenheim Fixed Income9.108.78
Optimus Bond Rotation8.928.38
Keystone Wealth Glb Bond AlphaRotation8.517.86
Ryan Labs LDI Core Duration 5-77.927.56
Niemann Tactical Global Bond7.857.13
Pyramis Investment Grade Credit7.186.84
Goodwin Core Multi-Sector Fixed Income6.446.30
Goodwin Core PLUS Multi-Sector Fixed Inc6.486.27
PIMCO Income Composite6.465.90
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond5 year gross return5 year net return
TCW Securitized Opportunities12.6611.54
PIMCO Income Composite11.7011.20
Guggenheim Fixed Income8.858.49
Loomis Sayles Multi-Sector Full Discretn8.327.99
Pyramis Tactical Bond8.187.75
Manulife AM Strategic Fixed Income Opp8.157.71
Thornburg Multisector Opportunistic Stra8.337.48
Columbia Strategic Income Allocation7.436.79
PineBridge Strategic Bond Composite7.166.73
Newfleet Multi-Sector Opportunistic Cpst7.276.69
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond1 year gross return1 year net return
Pyramis High Yield CMBS Composite9.859.03
UBS: U.S. High Yield Bond6.105.57
Oaktree European High Yield Bonds6.085.55
Eagle Core Plus Fixed Income6.015.53
TCW Opportunistic MBS6.175.43
Denver Inv High Yield Fixed Income5.875.39
Franklin European High Yield Composite5.735.13
Sierra Inv High Yield FI Fort Washington5.424.90
Federated Opportunistic High Yield Comp4.954.42
Ryan Labs High Yield4.574.25
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond5 year gross return5 year net return
Pyramis High Yield CMBS Composite13.3512.51
TCW Opportunistic MBS13.2512.45
NCRAM Hi Yld Tol Ret Instl (HYTRIC)11.5410.99
Federated Opportunistic High Yield Comp11.4110.86
Brandywine High Yield10.7710.06
Babson High Yield10.359.74
Brandywine Global High Yield10.409.69
Oaktree European High Yield Bonds10.009.46
Loomis Sayles High Yield Full Discretion9.889.45
Hotchkis & Wiley High Yield9.789.26
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government1 year gross return1 year net return
Delaware Aggregate Dur US Govt (SMA)6.326.24
Columbia US Government Mortgage6.295.92
Semper Active Mortgage-Backed Securities5.945.68
Chicago Equity Core Fix-Inc5.935.66
Smith Breeden Mortgage Index Plus5.925.55
M.D. Sass Core Fix-Inc5.815.53
Seix Core Bond Wrap SMA5.565.53
Great Lakes Core Govmt Only Fix-Inc5.615.50
Ross Sinclaire Intermediate Municipal Bd5.705.44
PNC Cap Adv US Government Mortgage5.705.32
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government5 year gross return5 year net return
Semper Active Mortgage-Backed Securities8.167.79
Ross Sinclaire Intermediate Municipal Bd7.146.84
Columbia US Government Mortgage6.496.12
CS McKee Broad Government Fixed5.114.59
Sage Core Government/Credit Fixed Income4.794.41
Seix Core Bond Wrap SMA4.374.36
M.D. Sass Core Fix-Inc4.434.13
Delaware Aggregate Dur US Govt (SMA)4.114.09
Chicago Equity Core Fix-Inc4.284.02
Great Lakes Core Govmt Only Fix-Inc4.113.91
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond1 year gross return1 year net return
EARNEST Fixed Income Long Duration14.1913.80
Brandywine Global U.S. Fixed Income12.3011.97
Flaherty & Crumrine Separate Mgd Account10.6510.12
Spectrum Preferred Securities9.899.60
Standish Global Core - USD Hedged8.258.17
Garcia Fix-Inc Government/Credit8.057.78
PIMCO Global Invstm Grade Corporate8.287.77
AB US Investment Grade Corporates7.977.76
GMO Core Plus Bond Strategy7.727.29
Garcia Hamilton Fix-Inc Aggregate7.457.28
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond5 year gross return5 year net return
Flaherty & Crumrine Separate Mgd Account11.4510.92
Spectrum Preferred Securities9.969.67
Brandywine Global U.S. Fixed Income8.257.93
GMO Core Plus Bond Strategy7.937.56
OFI Global Core Plus Bond7.757.47
Strategic Fixed Income7.797.42
Manulife AM US Core Plus Fixed Income7.617.29
WellsCap Premier Income I7.417.04
EARNEST Fixed Income Long Duration7.246.87
BlackRock Corporates7.106.82
Source: Morningstar Separate Account/CIT Fund Database

Short Government1 year gross return1 year net return
FFTW Mortgage - Unconstrained8.007.73
RBC GAM Access Capital Community Invmt6.265.83
PIMCO Mortgage Constrained5.615.44
Sit Inv Short Dur Strat5.394.97
JPMorgan MBS Bond (Columbus)5.134.87
FFTW Mortgage Alpha4.193.67
M.D. Sass 3-Year FI3.893.51
JPMorgan Interm Govt Bond Style3.583.27
TDAM Intermediate Govt Bond SMA3.082.83
PNC Cap Adv Intermediate U.S. Governemnt2.722.47
Source: Morningstar Separate Account/CIT Fund Database

Short Government5 year gross return5 year net return
FFTW Mortgage - Unconstrained8.728.45
FFTW Mortgage Alpha7.557.02
JPMorgan MBS Bond (Columbus)5.184.92
PIMCO Mortgage Constrained3.993.82
RBC GAM Access Capital Community Invmt4.113.60
Sit Inv Short Dur Strat4.013.57
M.D. Sass 3-Year FI3.463.12
JPMorgan Interm Govt Bond Style3.202.94
Capital Group PCS Core Bond Composite3.632.90
PNC Cap Adv Intermediate U.S. Governemnt2.762.49
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond1 year gross return1 year net return
Atlantic Enhanced Stock Indexing13.0812.75
Alpha Bonds Strategy8.726.59
Ryan Labs Government/Credit6.906.57
Lord Abbett & Co. Core Fixed Income6.215.84
BlackRock Core PLUS6.065.79
BlackRock Core Bond Enhcd Idx5.855.69
TCW Mortgage-Backed Securities6.015.69
BlackRock Core Bond5.915.65
Goldman Sachs US Mortgages5.595.31
PIMCO Mortgage Unconstrained5.835.12
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond5 year gross return5 year net return
Atlantic Enhanced Stock Indexing16.4116.10
TCW Strategic Income8.456.78
TCW Mortgage-Backed Securities7.036.72
Alpha Bonds Strategy7.555.44
Ryan Labs Government/Credit5.625.34
WellsCap Intermediate Premier FI5.625.25
Lord Abbett & Co. Core Fixed Income5.455.04
Newfleet Multi-Sector Short Dur Cpst5.525.02
BlackRock Core PLUS5.254.98
Thornburg Limited Term Income Strategy5.114.62
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond1 year gross return1 year net return
TCW Alpha Trak12.3712.37
Western Asset Mgt US Index Plus11.9111.68
Columbia Currency Alpha Absolute Return6.495.90
Pyramis Leveraged Loan Composite2.762.20
OFI Global Senior Loans2.241.75
DBF Short Duration Govt/Agency1.301.41
Pioneer Multi-Asset Ultrashort Income1.301.04
PIMCO Short Term1.400.99
Federated Active Cash Broad FI Composite1.260.93
UBS: U.S. Ultra Short Bond1.000.88
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond5 year gross return5 year net return
Western Asset Mgt US Index Plus16.7916.45
TCW Alpha Trak16.4216.26
Pyramis Leveraged Loan Composite6.866.32
OFI Global Senior Loans6.576.07
Western Asset Mgt US Enhanced Cash2.802.61
Goldman Sachs US Enhanced Cash2.482.24
TCW Ultra Short2.252.09
Columbia Currency Alpha Absolute Return2.151.72
Federated Active Cash Broad FI Composite1.911.59
DBF Short Duration Govt/Agency1.651.49
Source: Morningstar Separate Account/CIT Fund Database

Long Government1 year gross return1 year net return
NISA 15+ STRIPS34.3834.08
NISA Long Dur Govt Only Consolidated29.0328.74
Hoisington Inv Mgt Macroeconomic FI Comp27.8227.55
SSgA Long U.S. Govt Bond Index Strategy21.0120.93
PIMCO Long Duration Treasury20.9220.34
Hillswick Long Duration Government20.2819.98
TD Asset Mgt Long Government Bond SMA15.2615.04
JPMorgan Long Govt/Credit Plus15.3014.96
JPMorgan Long Govt/Credit(Corporate-Foc)15.2314.95
Ryan Labs LDI Extended Duration 10-1614.9614.54
Source: Morningstar Separate Account/CIT Fund Database

Long Government5 year gross return5 year net return
NISA 15+ STRIPS16.1715.91
NISA Long Dur Govt Only Consolidated15.0514.79
Hoisington Inv Mgt Macroeconomic FI Comp13.4113.18
Hillswick Long Duration Government12.3812.06
PIMCO Long Duration Treasury11.1710.65
JPMorgan Long Govt/Credit Plus10.8310.46
SSgA Long U.S. Govt Bond Index Strategy10.4410.38
JPMorgan Long Govt/Credit(Corporate-Foc)10.6610.35
Ryan Labs LDI Extended Duration 10-1610.6310.22
JKMAM Active Aggregate4.524.28
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond1 year gross return1 year net return
Ryan Labs Long Government21.6621.30
Greystone Long Bond Fund18.8618.51
NISA Long Dur Gov/Credit Consolidated17.6417.38
Jennison Active Long Gov/Credit16.9016.71
Long Dur – Multi-Sector Return Seeking16.7516.51
Delaware Long Duration Gov't/Credit16.6616.38
NISA Long Gov/Credit16.1415.88
Prudential Long Dur Government-Credit16.1015.75
Capital Group Long Dur Govnmt/Credit16.0115.64
Morgan Stanley U.S. Long Duration15.8115.57
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond5 year gross return5 year net return
Long Dur – Multi-Sector Return Seeking12.4112.18
Logan Circle Long Duration12.5312.16
Reams Long Duration Fixed Income12.3112.11
PIMCO Long Term Bond - Long Credit12.0211.70
Ryan Labs Long-Credit11.8811.56
NISA Long Dur Gov/Credit Consolidated11.5411.28
Loomis Sayles Long Dur Government/Credit11.3911.20
Delaware Long Duration Gov't/Credit11.3411.09
Capital Group Long Dur Govt/Credit+ Comp11.2610.93
Delaware Long Duration Investment Grade11.1710.93
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond1 year gross return1 year net return
Ibis Global Preservation10.159.63
Guggenheim Fixed Income9.108.78
Optimus Bond Rotation8.928.38
Keystone Wealth Glb Bond AlphaRotation8.517.86
Ryan Labs LDI Core Duration 5-77.927.56
Niemann Tactical Global Bond7.857.13
Pyramis Investment Grade Credit7.186.84
Goodwin Core Multi-Sector Fixed Income6.446.30
Goodwin Core PLUS Multi-Sector Fixed Inc6.486.27
PIMCO Income Composite6.465.90
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond5 year gross return5 year net return
TCW Securitized Opportunities12.6611.54
PIMCO Income Composite11.7011.20
Guggenheim Fixed Income8.858.49
Loomis Sayles Multi-Sector Full Discretn8.327.99
Pyramis Tactical Bond8.187.75
Manulife AM Strategic Fixed Income Opp8.157.71
Thornburg Multisector Opportunistic Stra8.337.48
Columbia Strategic Income Allocation7.436.79
PineBridge Strategic Bond Composite7.166.73
Newfleet Multi-Sector Opportunistic Cpst7.276.69
Source: Morningstar Separate Account/CIT Fund Database

Inflation-Protected Bond1 year gross return1 year net return
FFTW Global Inflation Linked Bonds8.668.39
PIMCO Real Ret Asset Long Duration8.237.70
Laffer Investments US Inflation Strategy5.584.55
Ryan Labs Inflation Index Intermediate4.704.31
Weaver C. Barksdale US Govt TIPS3.603.45
FFTW Inflation Linked Bonds U.S.3.443.23
BBH U.S. TIPS3.393.23
SSgA U.S. TIPS Index Strategy3.173.11
Standish US TIPS3.153.09
IR+M TIPS3.153.04
Source: Morningstar Separate Account/CIT Fund Database

Inflation-Protected Bond5 year gross return5 year net return
PIMCO Real Ret Asset Long Duration8.147.60
FFTW Global Inflation Linked Bonds5.495.23
Franklin U.S. TIPS Composite5.014.87
Standish Global TIPS4.924.83
FFTW Inflation Linked Bonds U.S.4.704.48
Weaver C. Barksdale US Govt TIPS4.544.46
BBH U.S. TIPS4.594.43
PIMCO Real Return Full Authority4.894.38
Ryan Labs Inflation Index Intermediate4.694.32
Standish US TIPS4.324.25
Source: Morningstar Separate Account/CIT Fund Database

Stable Value1 year gross return1 year net return
PIMCO Stable Value (BV)3.192.97
T. Rowe Price Stable Value2.342.54
Invesco Stable Value2.011.80
JPMorgan US FI Stable Value (NY)1.731.67
Galliard Stable Value Composite1.821.41
Standish Stable Value0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Stable Value5 year gross return5 year net return
PIMCO Stable Value (BV)4.113.89
T. Rowe Price Stable Value3.002.85
Invesco Stable Value2.732.53
Galliard Stable Value Composite2.562.15
JPMorgan US FI Stable Value (NY)2.091.98
Standish Stable Value0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Convertibles1 year gross return1 year net return
SSI Inv Grade Convert Strat12.9811.93
INCORE Inv Grade Convertibles Comp11.2310.62
Cohen & Steers Preferred Securities10.919.87
Palisade Capital Convertible Secs SMA10.619.35
PIMCO Convertible9.989.26
SSI Outright Discretionary Convert Strat9.719.17
ClearBridge U.S. Convertibles9.709.05
Palisade Convertible Securities Comp9.508.96
MacKay Shields Convertibles8.798.25
Zazove Global Convertibles8.757.76
Source: Morningstar Separate Account/CIT Fund Database

Convertibles5 year gross return5 year net return
ClearBridge U.S. Convertibles13.4812.81
Allianz Convertibles12.7612.33
Camden Long Only Convertible Composite11.9811.33
Invesco Convertible Securities11.3010.57
Cohen & Steers Preferred Securities11.1610.33
PENN Capital Mgt Convertible Securities10.8310.14
Nicholas Inv - Convertibles10.749.92
SSI Outright Discretionary Convert Strat10.439.85
MacKay Shields Convertibles10.379.82
PIMCO Convertible10.539.81
Source: Morningstar Separate Account/CIT Fund Database

Emerging Markets Bond1 year gross return1 year net return
Global Evolution EM Debt9.158.44
Global Evolution Frontier Markets7.836.76
Pictet Asset Mgt Emerging Markets Debt6.636.63
Ashmore EM Ext Debt (Sovn Invt Grd) Comp7.416.56
HSBC EMD Corporate Debt Composite7.166.42
MFSˆ® Emerging Markets Debt6.305.66
Invesco Emerging Market Corporate Bond6.065.37
Wellington Emerging Markets Debt5.705.07
HSBC Emg Mkts Debt - Total Return4.904.90
Aegon Emerging Markets - Glb Diversified5.164.64
Source: Morningstar Separate Account/CIT Fund Database

Emerging Markets Bond5 year gross return5 year net return
GMO Emerging Country Debt Strategy11.4610.60
Logan Circle Emerging Market Debt8.387.79
Aegon Emerging Markets - Glb Diversified8.157.65
Goldman Sachs Emerging Market Debt8.127.54
Manulife AM Emerging Markets Debt8.007.35
Wellington Emerging Markets Debt7.877.23
Pictet Asset Mgt Emerging Markets Debt7.167.16
Rogge Global Emerging Markets7.497.11
MFSˆ® Emerging Markets Debt7.496.85
HSBC Emerging Market Debt7.436.79
Source: Morningstar Separate Account/CIT Fund Database

World Allocation1 year gross return1 year net return
PanAgora Risk Parity Multi Asset Plus17.6912.76
Athena Managed Equity13.2112.30
JAForlines Global Tactical Allocation10.3510.35
CIM InvestFlexâ„¢ Global Strategy12.3410.14
UBS: Multi Asset Portfolio10.639.59
Marsico Non-Taxable Flexible Capital11.009.52
Niemann Risk Managed Sector11.489.39
CIM InvestFlexâ„¢ World Strategy11.168.98
SEI Tactical ETF Equity9.458.84
Baring Global Dynamic Asset Allocation9.348.64
Source: Morningstar Separate Account/CIT Fund Database

World Allocation5 year gross return5 year net return
Marsico Non-Taxable Flexible Capital18.2316.86
PanAgora Risk Parity Multi Asset Plus13.0910.91
Russell TM Equity Growth Model Strategy10.6410.64
FrontierAssetMgmt Focused Opportunities10.6410.20
Morgan Stanley Glbl Tactical Asset Alloc10.5310.18
Schafer Cullen Global High Dividend ADR11.2110.17
Sterling Tactical Rotation Strategy10.8310.08
OBS Financial EFS 80/2010.269.96
Wilshire Global ETF Allocation - Gr10.149.90
Deschutes Matisse Discounted CE Fd Stgy10.739.65
Source: Morningstar Separate Account/CIT Fund Database

Conservative Allocation1 year gross return1 year net return
MCA Conservative Portfolios15.3814.52
HCAS Capital Preservation Model16.0214.48
KCM Strategic Value14.5113.91
Confluence Income and Growth11.6710.15
AMP Income Generating10.329.64
Full Duration Balanced9.839.02
Parametric Enhanced Inc TaxAdv Core Comp9.409.01
Parametric Tax-Advantage Enhanced Income8.948.58
Alpha Mid-Cap Power Idx Managed Account10.728.52
Invesco Balanced-Risk Allocation8.688.19
Source: Morningstar Separate Account/CIT Fund Database

Conservative Allocation5 year gross return5 year net return
MCA Conservative Portfolios12.0811.24
KCM Strategic Value12.0311.24
TS&W Strategic High Income10.8510.37
HCAS Capital Preservation Model11.7510.27
Tillar-Wenstrup Core Balanced10.9010.08
Alpha Mid-Cap Power Idx Managed Account12.189.97
Herzfeld Closed-End Special Situations10.819.60
Parametric Tax-Advantage Enhanced Income9.889.51
Invesco Balanced-Risk Allocation9.969.47
Parametric Enhanced Income9.719.34
Source: Morningstar Separate Account/CIT Fund Database

Moderate Allocation1 year gross return1 year net return
MCA Balanced Portfolios14.8014.00
Niemann Risk Managed15.6213.41
Dorsey Wright Sys Reltv Strength Cons14.3113.30
Sadoff Balanced14.4513.24
Johnson Institutional Mgt Enhanced Index13.5413.24
Keystone Wealth Glb Income AlphaRotation13.6412.96
Scharf Balanced13.5412.55
Tactical Equity Income13.1711.77
Garcia Hamilton Balanced12.3311.57
Winterset Active/Edge Aggr Gr13.6111.56
Source: Morningstar Separate Account/CIT Fund Database

Moderate Allocation5 year gross return5 year net return
Johnson Institutional Mgt Enhanced Index15.8215.55
MCA Balanced Portfolios14.3013.48
HCAS Balanced Model14.8213.29
Dorsey Wright Sys Reltv Strength Cons13.8812.70
AAM Tactical Income12.5911.77
Winslow Asset Mgt All Cap Balanced12.4511.73
Scharf Balanced12.8611.71
Sadoff Balanced12.6811.57
ASAP Growth Strategy11.6411.39
Meeder Moderate Growth Portfolio10.9610.96
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2000-20101 year gross return1 year net return
AGF Steward Navigator 2010 Fund4.654.65
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2000-20105 year gross return5 year net return
AGF Steward Navigator 2010 Fund5.955.95
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2011-20151 year gross return1 year net return
Sage Target Date 2015 Fund7.046.62
Meeder Age-based 60-625.655.65
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2011-20155 year gross return5 year net return
Meeder Age-based 60-628.108.10
Sage Target Date 2015 Fund7.176.78
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2016-20201 year gross return1 year net return
Meeder Age-based 55-596.326.32
AGF Steward Navigator 2020 Fund4.784.78
SiM DA Target Retirement 2020 Composite0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2016-20205 year gross return5 year net return
Meeder Age-based 55-598.798.79
AGF Steward Navigator 2020 Fund6.596.59
SiM DA Target Retirement 2020 Composite0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2021-20251 year gross return1 year net return
Sage Target Date 2025 Fund8.267.84
Meeder Age-based 50-546.976.97
Sheaff Brock SSB Conservative Balanced7.106.22
Meeder Age-based 63-644.194.19
Meeder Age-based 65 and Over3.513.51
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2021-20255 year gross return5 year net return
Meeder Age-based 50-549.529.52
Sheaff Brock SSB Conservative Balanced9.478.59
Sage Target Date 2025 Fund8.488.08
Meeder Age-based 63-640.000.00
Meeder Age-based 65 and Over0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2026-20301 year gross return1 year net return
Meeder Age-based 45-497.817.81
AGF Steward Navigator 2030 Fund4.854.85
SiM DA Target Retirement 2030 Composite0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2026-20305 year gross return5 year net return
Meeder Age-based 45-4910.2910.29
AGF Steward Navigator 2030 Fund7.347.34
SiM DA Target Retirement 2030 Composite0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2031-20351 year gross return1 year net return
Sage Target Date 2035 Fund8.978.57
Meeder Age-based 44 and under8.248.24
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2031-20355 year gross return5 year net return
Meeder Age-based 44 and under10.6910.69
Sage Target Date 2035 Fund9.398.99
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2036-20401 year gross return1 year net return
Sheaff Brock SSB Growth & Income8.577.73
AGF Steward Navigator 2040 Fund5.145.14
SiM DA Target Retirement 2040 Composite0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2036-20405 year gross return5 year net return
Sheaff Brock SSB Growth & Income12.3511.46
AGF Steward Navigator 2040 Fund8.118.11
SiM DA Target Retirement 2040 Composite0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2041-20451 year gross return1 year net return
Sage Target Date 2045 Fund9.499.03
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2041-20455 year gross return5 year net return
Sage Target Date 2045 Fund9.939.52
Source: Morningstar Separate Account/CIT Fund Database

Retirement Income1 year gross return1 year net return
Texas Retirement Income Strategy12.5010.79
Hancock Horizon Dividend Income10.609.83
King Advisors Income Opportunities Comp8.266.59
Horizon Real Spend 67.395.25
Horizon Real Spend 56.764.63
4Thought Global Thematic Distribution5.794.47
Horizon Real Spend 46.424.29
Horizon Real Spend 76.184.06
Palladiem Sustainable Income Strategy3.983.41
CLS Active Income3.543.17
Source: Morningstar Separate Account/CIT Fund Database

Retirement Income5 year gross return5 year net return
Trust & Fiduciary Matrix Inc SMA Cmpst9.097.64
Ladenburg LAMP ETF Income5.263.91
Ladenburg LAMP Specialty Enhanced Income4.963.64
Ladenburg Thalmann LAMP NTF Income4.993.60
Ladenburg LAMP MF Income4.923.53
Ladenburg LAMP Tax-Sensitive Income4.542.96
Aurum Conservative Income4.182.82
Texas Retirement Income Strategy0.000.00
Hancock Horizon Dividend Income0.000.00
King Advisors Income Opportunities Comp0.000.00
Source: Morningstar Separate Account/CIT Fund Database
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