| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| SSgA NASDAQ 100 Index Fund - Class A | 27.48 | 21.98 |
| SSgA NASDAQ 100 Index Fund - Class C | 27.46 | 21.88 |
| Pyramis Large Cap Core Pool | 17.32 | 16.51 |
| Pyramis U.S. Total Market Equity CF | 16.98 | 16.41 |
| BlackRock Active Stock F | 0.00 | 16.38 |
| Pyramis Quantitative Large Cap Core Pool | 16.58 | 15.78 |
| JPMCB U.S. Active Core Equity Inv | 0.00 | 15.25 |
| JPMCB Intrepid America Fund Inv | 0.00 | 14.78 |
| First Midwest Trust Co. EB Eq CF | 14.51 | 14.51 |
| Amalgamated Bank LongView Quant. LC CF | 14.62 | 14.28 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| SSgA NASDAQ 100 Index Fund - Class A | 20.01 | 18.57 |
| SSgA NASDAQ 100 Index Fund - Class C | 19.97 | 18.50 |
| QMA US All Cap Core Equity Fund | 16.46 | 16.06 |
| BlackRock Active Stock F | 0.00 | 15.79 |
| JPMCB Intrepid America Fund Inv | 0.00 | 15.74 |
| JPMCB U.S. Active Core Equity Inv | 0.00 | 15.55 |
| JPMCB U.S. Analyst Inv | 0.00 | 15.35 |
| Pyramis U.S. Total Market Equity CF | 15.90 | 15.33 |
| Amalgamated Bank LongView Quant. LC CF | 15.60 | 15.26 |
| JPMCB U.S. SmartIndex Fund Inv | 0.00 | 15.25 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| BNY Mellon EB DL Mid Cap Stk Index | 16.83 | 16.75 |
| BNY Mellon EB DL Mid Cap Stk Index UC2 | 16.83 | 16.67 |
| FMT Mid Cap Value R1 | 0.00 | 16.14 |
| BNY Mellon EB DO Mid Cap Core | 16.55 | 15.86 |
| JPMCB Mid Cap Core Inv | 0.00 | 15.44 |
| Amalgamated Bank Longview Qnt Mid Cap CF | 16.04 | 15.41 |
| Transamerica Partners Mid Value - CTF | 0.00 | 15.39 |
| QMA US Mid Cap Core Equity Fund | 15.64 | 15.01 |
| FMT/Vanguard Midcap Index R1 | 0.00 | 14.47 |
| First Citizens Mid Cap Fund | 13.95 | 13.95 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| BNY Mellon EB DO Mid Cap Core | 19.06 | 18.32 |
| Amalgamated Bank Longview Qnt Mid Cap CF | 18.47 | 17.83 |
| QMA US Mid Cap Core Equity Fund | 18.14 | 17.50 |
| Burgundy US Small/Mid Cap Fund | 17.04 | 16.83 |
| BNY Mellon EB DL Mid Cap Stk Index | 16.70 | 16.65 |
| BNY Mellon EB DL Mid Cap Stk Index UC2 | 16.70 | 16.63 |
| BlackRock Extended Equity Market F | 0.00 | 16.04 |
| FMT/Longleaf Small Cap R1 | 0.00 | 16.03 |
| LMCG MidCap Core Collective Fund | 0.00 | 15.98 |
| Comerica MidCap 400 Inst | 15.94 | 15.94 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| WTFSC Small Comp Diversified Value Cl 0 | 14.57 | 14.42 |
| Kennedy Cap Small Cap Core CIF Cl A | 0.00 | 13.76 |
| Wellington CIF II Small Cap Opps | 14.71 | 13.75 |
| Rothschild U.S. Small/Mid-Cap Core Cl 2 | 0.00 | 13.71 |
| JPMCB U.S. Small Company Equity Inv | 0.00 | 13.67 |
| WTFSC Small Comp Diversified Value Cl 45 | 14.87 | 13.55 |
| WTFSC Small Comp Diversified Value Cl 60 | 14.98 | 13.47 |
| SSgA Enhanced U.S. Sm Cap Blend SL Cl I | 0.00 | 12.82 |
| JPMCB U.S. QDV Small Cap Core Equity Inv | 0.00 | 12.34 |
| Pyramis Small Cap Core Pool | 11.57 | 10.69 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock Russell 2000 Alpha Tilts Fd A | 18.56 | 18.56 |
| SSgA Enhanced U.S. Sm Cap Blend SL Cl I | 0.00 | 18.03 |
| JPMCB U.S. Small Company Equity Inv | 0.00 | 17.61 |
| Pyramis Small Cap Core Pool | 18.29 | 17.36 |
| Wellington CIF II Small Cap Opps | 18.01 | 17.07 |
| BNY Mellon EB DL Small Cap Core | 17.87 | 17.06 |
| JPMCB U.S. QDV Small Cap Core Equity Inv | 0.00 | 16.96 |
| Invesco US Quantitative Small Core Trust | 17.60 | 16.72 |
| JPMCB U.S. Small Cap Equity Blend Inv | 0.00 | 16.70 |
| RAM Small-Cap Trust | 18.61 | 16.61 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Voya Large Cap Growth Trust | 19.44 | 18.80 |
| JPMCB Large Cap Growth Inv | 0.00 | 18.41 |
| FMT/Alger Spectra Fund R1 | 0.00 | 17.89 |
| JPMCB Large Cap Growth Fund-CF | 0.00 | 17.79 |
| Waddell & Reed Large Cap Growth, Class 1 | 0.00 | 17.65 |
| JPMCB U.S. All Cap Growth Inv | 0.00 | 17.48 |
| Schwab Instl Lrg Cap Growth Tr Fd-Instl | 17.74 | 17.10 |
| Rainier Large Cap Growth Cl F | 0.00 | 17.06 |
| Wellington CIF II Growth S1 | 17.58 | 16.88 |
| Columbia Trust Focused Large Cap Gr Fd | 0.00 | 16.67 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB U.S. All Cap Growth Inv | 0.00 | 18.57 |
| FMT Large Cap Focus Growth R1 | 0.00 | 16.85 |
| Wellington CIF US Research Equity | 16.73 | 16.04 |
| FMT Large Cap Opportunities R1 | 0.00 | 16.02 |
| Wellington CIF II Large Cap Research S1 | 16.60 | 15.95 |
| Comerica LargeCap Growth | 15.77 | 15.75 |
| FMT/Alger Spectra Fund R1 | 0.00 | 15.73 |
| BlackRock Equity Growth Non-Lendable F | 0.00 | 15.72 |
| BlackRock Russell 1000ˆ® Growth F | 0.00 | 15.71 |
| Wells Fargo/BlackRock Lrg Cap Gr Idx N | 3.39 | 15.65 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| PGI CIT Mid-Cap Equity Fund | 19.36 | 18.66 |
| PGI CIT Mid-Cap Equity Fund A | 18.90 | 18.43 |
| FMT/T. Rowe Price Mid-Cap Growth R1 | 0.00 | 16.78 |
| WTFSC Mid-Cap Growth Portfolio Cl 0 | 15.96 | 15.87 |
| William Blair Small-Mid Cap Growth | 0.00 | 15.45 |
| WTFSC Mid-Cap Growth Portfolio Cl R | 16.19 | 15.41 |
| WTFSC Mid-Cap Growth Portfolio Cl 45 | 16.37 | 15.08 |
| Transamerica Partners Mid Growth - CTF | 0.00 | 15.06 |
| WTFSC Mid-Cap Growth Portfolio Cl 60 | 16.44 | 14.97 |
| FMT Mid Cap Growth R1 | 0.00 | 14.49 |
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 | 16.91 |
| MIZAN All Equity Moderate Alloc Fd R1 | 0.00 | 16.73 |
| FMT/T. Rowe Price Mid-Cap Growth R1 | 0.00 | 16.67 |
| WTFSC Mid-Cap Growth Portfolio Cl 0 | 15.59 | 15.50 |
| Wellington CIF II Mid Cap Opportunity S2 | 16.03 | 15.47 |
| Champlain Mid Cap Fund, LLC | 16.37 | 15.39 |
| Wellington CIF II Mid Cap Opportunity S1 | 16.03 | 15.30 |
| FMT/iShares Russell MidCap Growth Idx R1 | 0.00 | 14.93 |
| FMT/Meridian Growth R1 | 0.00 | 14.71 |
| Horizon Core Value Fund Class A | 0.00 | 14.68 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| BlackRock Russell 2000ˆ® Growth F | 0.00 | 12.11 |
| SSgA Russell Small Cap Growth Idx Cl A | 3.77 | 11.99 |
| SSgA Russell Small Cap Gr Idx - Class C | -1.45 | 11.94 |
| Frontier Small Cap Growth Tier 1 | 0.00 | 11.87 |
| BlackRock Russell 2000 Growth Index Fd 8 | 11.93 | 11.78 |
| BlackRock Russell 2000 Growth Index Fd 6 | 0.00 | 11.78 |
| BlackRock Russell 2000 Growth Idx Fd 31 | 12.11 | 11.70 |
| BlackRock Russell 2000 Growth Idx Fd 46 | 12.16 | 11.58 |
| BlackRock Russell 2000 Growth Idx Fd 51 | 12.15 | 11.52 |
| FMT/iShares Russell 2000 Growth Index R1 | 0.00 | 11.47 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| WTFSC Small Company Growth Port Cl 0 | 18.01 | 17.92 |
| FMT Small Cap Diversified Equity R1 | 0.00 | 17.36 |
| BlackRock Russell 2000ˆ® Growth F | 0.00 | 16.86 |
| BlackRock Russell 2000 Growth Index Fd 8 | 16.71 | 16.58 |
| BlackRock Russell 2000 Growth Idx Fd 31 | 16.95 | 16.56 |
| BlackRock Russell 2000 Growth Index Fd 6 | 0.00 | 16.55 |
| SSgA Russell Small Cap Growth Idx Cl A | 0.00 | 16.50 |
| SSgA Russell Small Cap Gr Idx - Class C | 0.00 | 16.45 |
| BlackRock Russell 2000 Growth Idx Fd 46 | 16.97 | 16.40 |
| BlackRock Russell 2000 Growth Idx Fd 96 | 17.38 | 16.24 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Transamerica Partners Large Core - CTF | 0.00 | 17.69 |
| First Citizens Large Cap Equity Fund | 14.27 | 14.27 |
| JPMCB US Research Enh Idx (REI) 150 Inv | 0.00 | 13.76 |
| Delaware Large Cap Value Trust 55 | 0.00 | 13.09 |
| SSgA Active U.S. Large Cap Blend NL Cl A | 23.22 | 13.06 |
| JPMCB U.S. Active Value Fund Inv | 0.00 | 12.69 |
| JPMCB U.S. All Cap Value Inv | 0.00 | 12.34 |
| Beutel Goodman American Equity Fund | 12.91 | 12.24 |
| Wellington CIF II Research Value | 12.64 | 12.05 |
| Benefit Meritage Value Eq Fund Cl H | 12.51 | 11.46 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB U.S. All Cap Value Inv | 0.00 | 16.51 |
| First Citizens Large Cap Equity Fund | 15.49 | 15.49 |
| JPMCB US Research Enh Idx (REI) 150 Inv | 0.00 | 15.43 |
| SSgA Active U.S. Large Cap Blend NL Cl A | 15.80 | 15.40 |
| Wellington CIF II Research Value | 15.79 | 15.24 |
| FMT/T. Rowe Price Value R1 | 0.00 | 14.63 |
| FMT/DFA U.S. Large Cap Value R1 | 0.00 | 14.42 |
| FMT/DFA U.S. Large Cap Value III R1 | 0.00 | 14.17 |
| Christian Bros Inv Svcs Val Eq Fund Cl B | 14.75 | 14.08 |
| Invesco US Quantitative Core Trust | 14.67 | 14.05 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 1 year gross return | 1 year net return |
|---|---|---|
| WEDGE Mid Cap Value CIT INSTL CL | 0.00 | 18.07 |
| TS&W Mid Cap Value Trust | 0.00 | 14.94 |
| American Century US Mid Cap Value Eq Tr | 0.00 | 14.05 |
| Victory Mid Cap Value Collective Fd 80-F | 0.00 | 13.74 |
| FMT/American Century Mid Cap Value R1 | 0.00 | 13.21 |
| FMT/iShares Russell Mid-Cap Value Idx R1 | 0.00 | 13.01 |
| WTFSC Mid Cap Fundamental Val Port Cl 0 | 12.41 | 12.32 |
| WTFSC Mid Cap Fundamental Val Port Cl R | 12.57 | 11.88 |
| WTFSC Mid Cap Fundamental Val Port Cl 60 | 12.75 | 11.36 |
| Comerica Dividend Income Strategy CIF | 10.10 | 10.10 |
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 | 17.08 |
| American Century US Mid Cap Value Eq Tr | 0.00 | 15.28 |
| WTFSC Mid Cap Fundamental Val Port Cl 0 | 15.35 | 15.26 |
| FMT/iShares Russell Mid-Cap Value Idx R1 | 0.00 | 15.17 |
| VT Vantagepoint Select Value R5 | 0.00 | 14.55 |
| VT Vantagepoint Select Value R3 | 0.00 | 14.22 |
| FMT/Vanguard Selected Value R1 | 0.00 | 14.12 |
| FMT/DFA U.S. Vector Equity R1 | 0.00 | 14.06 |
| VT Vantagepoint Select Value R1 | 0.00 | 13.92 |
| Brandywine Mid Cap Value Equity BIT | 13.47 | 12.52 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| Wellington CIF II Small Cap Value S1 | 11.37 | 10.46 |
| Edge SMID Cap Value Equity Fund | 9.30 | 8.39 |
| Brandywine Diversified Sm Cap Select BIT | 8.57 | 7.71 |
| Brandywine Diversified Small Cap BIT | 7.60 | 6.75 |
| Brandywine Diversified Small Cap GT | 7.53 | 6.68 |
| American Century US Small Cap Val Eq Tr | 0.00 | 6.54 |
| Invesco US Quantitative Sm Value Trust | 7.19 | 6.39 |
| Victory Small Cap Value Collective 85 | 0.00 | 6.38 |
| Victory Small Cap Value Collective Fund | 7.29 | 6.17 |
| WTFSC Small Company Value Portfolio Cl 0 | 6.22 | 6.11 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Invesco US Quantitative Sm Value Trust | 16.48 | 15.61 |
| Brandywine Diversified Small Cap GT | 15.51 | 14.61 |
| Brandywine Diversified Small Cap BIT | 15.47 | 14.57 |
| FMT/DFA U.S. Small Cap Value R1 | 0.00 | 14.35 |
| FMT/DFA U.S. Targeted Value R1 | 0.00 | 14.17 |
| WTFSC Small Company Value Portfolio Cl 0 | 13.82 | 13.72 |
| FMT/American Beacon Small Cap Value R1 | 0.00 | 13.59 |
| Victory Small Cap Value Collective Fund | 14.47 | 13.31 |
| SSgA Russell Small Capˆ® Value Idx NL A | 0.00 | 12.57 |
| BlackRock Russell 2000 Value Index Fd 6 | 0.00 | 12.56 |
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 | 9.11 |
| Associated Banc Corp Stock Fund | 2.93 | 2.93 |
Source: Morningstar Separate Account/CIT Fund Database
| Financial | 5 year gross return | 5 year net return |
|---|---|---|
| Associated Banc Corp Stock Fund | 6.66 | 6.66 |
| 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 | 41.42 |
| FMT/SPDR Health Care Sector R1 | 0.00 | 24.28 |
Source: Morningstar Separate Account/CIT Fund Database
| Health | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/SPDR Health Care Sector R1 | 0.00 | 18.58 |
| 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 | -15.47 |
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 | -2.68 |
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 | -15.67 |
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 | -10.24 |
Source: Morningstar Separate Account/CIT Fund Database
| Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| JPMCB U.S. Real Estate Securities Inv | 0.00 | 26.38 |
| WTFSC Total Return REIT Portfolio Cl 0 | 25.93 | 25.80 |
| American Century U.S. Real Estate Sec Tr | 0.00 | 25.46 |
| WTFSC Total Return REIT Portfolio Cl 45 | 26.52 | 25.19 |
| SSgA REIT Index NL Series Fund Cl A | 0.00 | 25.15 |
| WTFSC Total Return REIT Portfolio Cl 60 | 26.60 | 25.07 |
| SSgA/Tuckerman REIT Index NL Ser C | 0.00 | 25.05 |
| AEW Real Estate Securities Divers Trust | 0.00 | 24.86 |
| FMT/DFA Real Estate Securities R1 | 0.00 | 24.15 |
| Diversified Real Estate Fund U | 0.00 | 23.38 |
Source: Morningstar Separate Account/CIT Fund Database
| Real Estate | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB U.S. Real Estate Securities Inv | 0.00 | 17.05 |
| WTFSC Total Return REIT Portfolio Cl 0 | 17.04 | 16.91 |
| AEW Real Estate Securities Divers Trust | 0.00 | 16.14 |
| SSgA REIT Index NL Series Fund Cl A | 0.00 | 15.78 |
| SSgA/Tuckerman REIT Index NL Ser C | 0.00 | 15.69 |
| FMT/Nuveen Real Estate Securities R1 | 0.00 | 15.45 |
| FMT/DFA Real Estate Securities R1 | 0.00 | 15.39 |
| Diversified Real Estate Fund U | 0.00 | 15.37 |
| Diversified Real Estate Fund B | 0.00 | 14.70 |
| Invesco US REITs Trust | 15.47 | 14.61 |
Source: Morningstar Separate Account/CIT Fund Database
| Technology | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/SPDR Technology Sector R1 | 0.00 | 15.14 |
Source: Morningstar Separate Account/CIT Fund Database
| Technology | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/SPDR Technology Sector R1 | 0.00 | 13.40 |
Source: Morningstar Separate Account/CIT Fund Database
| Equity Energy | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/SPDR Energy Sector R1 | 0.00 | -11.14 |
Source: Morningstar Separate Account/CIT Fund Database
| Equity Energy | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/SPDR Energy Sector R1 | 0.00 | 7.57 |
Source: Morningstar Separate Account/CIT Fund Database
| Aggressive Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| WTFSC Strategic Balanced Portfolio Cl 0 | 11.09 | 10.98 |
| WTFSC Strategic Balanced Portfolio Cl 45 | 11.29 | 10.03 |
| FACETS Lifestyle Aggressive Fund R6 | 0.00 | 9.72 |
| FACETS Lifestyle Aggressive Fund R4 | 0.00 | 9.72 |
| FACETS Lifestyle Aggressive Fund R5 | 0.00 | 9.51 |
| SSgA Aggr Strat Bal Sec Lending | 0.00 | 9.38 |
| Transamerica Long Horizon - CTF | 0.00 | 8.85 |
| Sage Growth R1 | 0.00 | 8.75 |
| Alerus Aggressive Growth Direct | 8.11 | 8.11 |
| Alerus Moderate Growth Direct | 8.03 | 8.03 |
Source: Morningstar Separate Account/CIT Fund Database
| Aggressive Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| MAP Aggressive Growth Fund | 0.00 | 10.73 |
| Starcore III Fundˆ® | 0.00 | 10.34 |
| Associated Conservative Growth LifeStage | 10.21 | 10.21 |
| Associated ASAP2 Conserv Growth Strat | 10.20 | 10.20 |
| WTFSC Strategic Balanced Portfolio Cl 0 | 10.28 | 10.18 |
| Associated ASAP Conservative Gr Strat | 10.17 | 10.17 |
| MAP Growth Fund | 0.00 | 10.07 |
| VT Vantagepoint MP Lng-Trm Gr R5 | 0.00 | 9.70 |
| VT Vantagepoint MP Lng-Trm Gr R3 | 0.00 | 9.37 |
| Manning & Napier Pro-Mix Max Term S | 10.34 | 9.35 |
Source: Morningstar Separate Account/CIT Fund Database
| Bank Loan | 1 year gross return | 1 year net return |
|---|---|---|
| Credit Suisse Floating Rate Trust 0IM | 3.89 | 3.70 |
| Credit Suisse Floating Rate Trust 15 | 3.85 | 3.51 |
| Voya Senior Loan Trust | 3.75 | 3.45 |
| Credit Suisse Floating Rate Trust 45 | 3.87 | 3.22 |
| JPMCB Floating Rate Income Inv | 0.00 | 1.66 |
| Prudential Bank Loan Institutional 1 | -0.98 | -1.47 |
Source: Morningstar Separate Account/CIT Fund Database
| Bank Loan | 5 year gross return | 5 year net return |
|---|---|---|
| Voya Senior Loan Trust | 6.00 | 5.11 |
| Prudential Bank Loan Institutional 1 | 5.09 | 4.51 |
| 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 |
| JPMCB Floating Rate Income Inv | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| Wellington CIF II Small Cap Value S1 | 11.37 | 10.46 |
| Edge SMID Cap Value Equity Fund | 9.30 | 8.39 |
| Brandywine Diversified Sm Cap Select BIT | 8.57 | 7.71 |
| Brandywine Diversified Small Cap BIT | 7.60 | 6.75 |
| Brandywine Diversified Small Cap GT | 7.53 | 6.68 |
| American Century US Small Cap Val Eq Tr | 0.00 | 6.54 |
| Invesco US Quantitative Sm Value Trust | 7.19 | 6.39 |
| Victory Small Cap Value Collective 85 | 0.00 | 6.38 |
| Victory Small Cap Value Collective Fund | 7.29 | 6.17 |
| WTFSC Small Company Value Portfolio Cl 0 | 6.22 | 6.11 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Invesco US Quantitative Sm Value Trust | 16.48 | 15.61 |
| Brandywine Diversified Small Cap GT | 15.51 | 14.61 |
| Brandywine Diversified Small Cap BIT | 15.47 | 14.57 |
| FMT/DFA U.S. Small Cap Value R1 | 0.00 | 14.35 |
| FMT/DFA U.S. Targeted Value R1 | 0.00 | 14.17 |
| WTFSC Small Company Value Portfolio Cl 0 | 13.82 | 13.72 |
| FMT/American Beacon Small Cap Value R1 | 0.00 | 13.59 |
| Victory Small Cap Value Collective Fund | 14.47 | 13.31 |
| SSgA Russell Small Capˆ® Value Idx NL A | 0.00 | 12.57 |
| BlackRock Russell 2000 Value Index Fd 6 | 0.00 | 12.56 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 1 year gross return | 1 year net return |
|---|---|---|
| WEDGE Mid Cap Value CIT INSTL CL | 0.00 | 18.07 |
| TS&W Mid Cap Value Trust | 0.00 | 14.94 |
| American Century US Mid Cap Value Eq Tr | 0.00 | 14.05 |
| Victory Mid Cap Value Collective Fd 80-F | 0.00 | 13.74 |
| FMT/American Century Mid Cap Value R1 | 0.00 | 13.21 |
| FMT/iShares Russell Mid-Cap Value Idx R1 | 0.00 | 13.01 |
| WTFSC Mid Cap Fundamental Val Port Cl 0 | 12.41 | 12.32 |
| WTFSC Mid Cap Fundamental Val Port Cl R | 12.57 | 11.88 |
| WTFSC Mid Cap Fundamental Val Port Cl 60 | 12.75 | 11.36 |
| Comerica Dividend Income Strategy CIF | 10.10 | 10.10 |
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 | 17.08 |
| American Century US Mid Cap Value Eq Tr | 0.00 | 15.28 |
| WTFSC Mid Cap Fundamental Val Port Cl 0 | 15.35 | 15.26 |
| FMT/iShares Russell Mid-Cap Value Idx R1 | 0.00 | 15.17 |
| VT Vantagepoint Select Value R5 | 0.00 | 14.55 |
| VT Vantagepoint Select Value R3 | 0.00 | 14.22 |
| FMT/Vanguard Selected Value R1 | 0.00 | 14.12 |
| FMT/DFA U.S. Vector Equity R1 | 0.00 | 14.06 |
| VT Vantagepoint Select Value R1 | 0.00 | 13.92 |
| Brandywine Mid Cap Value Equity BIT | 13.47 | 12.52 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Transamerica Partners Large Core - CTF | 0.00 | 17.69 |
| First Citizens Large Cap Equity Fund | 14.27 | 14.27 |
| JPMCB US Research Enh Idx (REI) 150 Inv | 0.00 | 13.76 |
| Delaware Large Cap Value Trust 55 | 0.00 | 13.09 |
| SSgA Active U.S. Large Cap Blend NL Cl A | 23.22 | 13.06 |
| JPMCB U.S. Active Value Fund Inv | 0.00 | 12.69 |
| JPMCB U.S. All Cap Value Inv | 0.00 | 12.34 |
| Beutel Goodman American Equity Fund | 12.91 | 12.24 |
| Wellington CIF II Research Value | 12.64 | 12.05 |
| Benefit Meritage Value Eq Fund Cl H | 12.51 | 11.46 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB U.S. All Cap Value Inv | 0.00 | 16.51 |
| First Citizens Large Cap Equity Fund | 15.49 | 15.49 |
| JPMCB US Research Enh Idx (REI) 150 Inv | 0.00 | 15.43 |
| SSgA Active U.S. Large Cap Blend NL Cl A | 15.80 | 15.40 |
| Wellington CIF II Research Value | 15.79 | 15.24 |
| FMT/T. Rowe Price Value R1 | 0.00 | 14.63 |
| FMT/DFA U.S. Large Cap Value R1 | 0.00 | 14.42 |
| FMT/DFA U.S. Large Cap Value III R1 | 0.00 | 14.17 |
| Christian Bros Inv Svcs Val Eq Fund Cl B | 14.75 | 14.08 |
| Invesco US Quantitative Core Trust | 14.67 | 14.05 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| BlackRock Russell 2000ˆ® Growth F | 0.00 | 12.11 |
| SSgA Russell Small Cap Growth Idx Cl A | 3.77 | 11.99 |
| SSgA Russell Small Cap Gr Idx - Class C | -1.45 | 11.94 |
| Frontier Small Cap Growth Tier 1 | 0.00 | 11.87 |
| BlackRock Russell 2000 Growth Index Fd 8 | 11.93 | 11.78 |
| BlackRock Russell 2000 Growth Index Fd 6 | 0.00 | 11.78 |
| BlackRock Russell 2000 Growth Idx Fd 31 | 12.11 | 11.70 |
| BlackRock Russell 2000 Growth Idx Fd 46 | 12.16 | 11.58 |
| BlackRock Russell 2000 Growth Idx Fd 51 | 12.15 | 11.52 |
| FMT/iShares Russell 2000 Growth Index R1 | 0.00 | 11.47 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| WTFSC Small Company Growth Port Cl 0 | 18.01 | 17.92 |
| FMT Small Cap Diversified Equity R1 | 0.00 | 17.36 |
| BlackRock Russell 2000ˆ® Growth F | 0.00 | 16.86 |
| BlackRock Russell 2000 Growth Index Fd 8 | 16.71 | 16.58 |
| BlackRock Russell 2000 Growth Idx Fd 31 | 16.95 | 16.56 |
| BlackRock Russell 2000 Growth Index Fd 6 | 0.00 | 16.55 |
| SSgA Russell Small Cap Growth Idx Cl A | 0.00 | 16.50 |
| SSgA Russell Small Cap Gr Idx - Class C | 0.00 | 16.45 |
| BlackRock Russell 2000 Growth Idx Fd 46 | 16.97 | 16.40 |
| BlackRock Russell 2000 Growth Idx Fd 96 | 17.38 | 16.24 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| PGI CIT Mid-Cap Equity Fund | 19.36 | 18.66 |
| PGI CIT Mid-Cap Equity Fund A | 18.90 | 18.43 |
| FMT/T. Rowe Price Mid-Cap Growth R1 | 0.00 | 16.78 |
| WTFSC Mid-Cap Growth Portfolio Cl 0 | 15.96 | 15.87 |
| William Blair Small-Mid Cap Growth | 0.00 | 15.45 |
| WTFSC Mid-Cap Growth Portfolio Cl R | 16.19 | 15.41 |
| WTFSC Mid-Cap Growth Portfolio Cl 45 | 16.37 | 15.08 |
| Transamerica Partners Mid Growth - CTF | 0.00 | 15.06 |
| WTFSC Mid-Cap Growth Portfolio Cl 60 | 16.44 | 14.97 |
| FMT Mid Cap Growth R1 | 0.00 | 14.49 |
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 | 16.91 |
| MIZAN All Equity Moderate Alloc Fd R1 | 0.00 | 16.73 |
| FMT/T. Rowe Price Mid-Cap Growth R1 | 0.00 | 16.67 |
| WTFSC Mid-Cap Growth Portfolio Cl 0 | 15.59 | 15.50 |
| Wellington CIF II Mid Cap Opportunity S2 | 16.03 | 15.47 |
| Champlain Mid Cap Fund, LLC | 16.37 | 15.39 |
| Wellington CIF II Mid Cap Opportunity S1 | 16.03 | 15.30 |
| FMT/iShares Russell MidCap Growth Idx R1 | 0.00 | 14.93 |
| FMT/Meridian Growth R1 | 0.00 | 14.71 |
| Horizon Core Value Fund Class A | 0.00 | 14.68 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Voya Large Cap Growth Trust | 19.44 | 18.80 |
| JPMCB Large Cap Growth Inv | 0.00 | 18.41 |
| FMT/Alger Spectra Fund R1 | 0.00 | 17.89 |
| JPMCB Large Cap Growth Fund-CF | 0.00 | 17.79 |
| Waddell & Reed Large Cap Growth, Class 1 | 0.00 | 17.65 |
| JPMCB U.S. All Cap Growth Inv | 0.00 | 17.48 |
| Schwab Instl Lrg Cap Growth Tr Fd-Instl | 17.74 | 17.10 |
| Rainier Large Cap Growth Cl F | 0.00 | 17.06 |
| Wellington CIF II Growth S1 | 17.58 | 16.88 |
| Columbia Trust Focused Large Cap Gr Fd | 0.00 | 16.67 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB U.S. All Cap Growth Inv | 0.00 | 18.57 |
| FMT Large Cap Focus Growth R1 | 0.00 | 16.85 |
| Wellington CIF US Research Equity | 16.73 | 16.04 |
| FMT Large Cap Opportunities R1 | 0.00 | 16.02 |
| Wellington CIF II Large Cap Research S1 | 16.60 | 15.95 |
| Comerica LargeCap Growth | 15.77 | 15.75 |
| FMT/Alger Spectra Fund R1 | 0.00 | 15.73 |
| BlackRock Equity Growth Non-Lendable F | 0.00 | 15.72 |
| BlackRock Russell 1000ˆ® Growth F | 0.00 | 15.71 |
| Wells Fargo/BlackRock Lrg Cap Gr Idx N | 3.39 | 15.65 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| WTFSC Small Comp Diversified Value Cl 0 | 14.57 | 14.42 |
| Kennedy Cap Small Cap Core CIF Cl A | 0.00 | 13.76 |
| Wellington CIF II Small Cap Opps | 14.71 | 13.75 |
| Rothschild U.S. Small/Mid-Cap Core Cl 2 | 0.00 | 13.71 |
| JPMCB U.S. Small Company Equity Inv | 0.00 | 13.67 |
| WTFSC Small Comp Diversified Value Cl 45 | 14.87 | 13.55 |
| WTFSC Small Comp Diversified Value Cl 60 | 14.98 | 13.47 |
| SSgA Enhanced U.S. Sm Cap Blend SL Cl I | 0.00 | 12.82 |
| JPMCB U.S. QDV Small Cap Core Equity Inv | 0.00 | 12.34 |
| Pyramis Small Cap Core Pool | 11.57 | 10.69 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock Russell 2000 Alpha Tilts Fd A | 18.56 | 18.56 |
| SSgA Enhanced U.S. Sm Cap Blend SL Cl I | 0.00 | 18.03 |
| JPMCB U.S. Small Company Equity Inv | 0.00 | 17.61 |
| Pyramis Small Cap Core Pool | 18.29 | 17.36 |
| Wellington CIF II Small Cap Opps | 18.01 | 17.07 |
| BNY Mellon EB DL Small Cap Core | 17.87 | 17.06 |
| JPMCB U.S. QDV Small Cap Core Equity Inv | 0.00 | 16.96 |
| Invesco US Quantitative Small Core Trust | 17.60 | 16.72 |
| JPMCB U.S. Small Cap Equity Blend Inv | 0.00 | 16.70 |
| RAM Small-Cap Trust | 18.61 | 16.61 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| BNY Mellon EB DL Mid Cap Stk Index | 16.83 | 16.75 |
| BNY Mellon EB DL Mid Cap Stk Index UC2 | 16.83 | 16.67 |
| FMT Mid Cap Value R1 | 0.00 | 16.14 |
| BNY Mellon EB DO Mid Cap Core | 16.55 | 15.86 |
| JPMCB Mid Cap Core Inv | 0.00 | 15.44 |
| Amalgamated Bank Longview Qnt Mid Cap CF | 16.04 | 15.41 |
| Transamerica Partners Mid Value - CTF | 0.00 | 15.39 |
| QMA US Mid Cap Core Equity Fund | 15.64 | 15.01 |
| FMT/Vanguard Midcap Index R1 | 0.00 | 14.47 |
| First Citizens Mid Cap Fund | 13.95 | 13.95 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| BNY Mellon EB DO Mid Cap Core | 19.06 | 18.32 |
| Amalgamated Bank Longview Qnt Mid Cap CF | 18.47 | 17.83 |
| QMA US Mid Cap Core Equity Fund | 18.14 | 17.50 |
| Burgundy US Small/Mid Cap Fund | 17.04 | 16.83 |
| BNY Mellon EB DL Mid Cap Stk Index | 16.70 | 16.65 |
| BNY Mellon EB DL Mid Cap Stk Index UC2 | 16.70 | 16.63 |
| BlackRock Extended Equity Market F | 0.00 | 16.04 |
| FMT/Longleaf Small Cap R1 | 0.00 | 16.03 |
| LMCG MidCap Core Collective Fund | 0.00 | 15.98 |
| Comerica MidCap 400 Inst | 15.94 | 15.94 |
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 | 21.98 |
| SSgA NASDAQ 100 Index Fund - Class C | 27.46 | 21.88 |
| Pyramis Large Cap Core Pool | 17.32 | 16.51 |
| Pyramis U.S. Total Market Equity CF | 16.98 | 16.41 |
| BlackRock Active Stock F | 0.00 | 16.38 |
| Pyramis Quantitative Large Cap Core Pool | 16.58 | 15.78 |
| JPMCB U.S. Active Core Equity Inv | 0.00 | 15.25 |
| JPMCB Intrepid America Fund Inv | 0.00 | 14.78 |
| First Midwest Trust Co. EB Eq CF | 14.51 | 14.51 |
| Amalgamated Bank LongView Quant. LC CF | 14.62 | 14.28 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| SSgA NASDAQ 100 Index Fund - Class A | 20.01 | 18.57 |
| SSgA NASDAQ 100 Index Fund - Class C | 19.97 | 18.50 |
| QMA US All Cap Core Equity Fund | 16.46 | 16.06 |
| BlackRock Active Stock F | 0.00 | 15.79 |
| JPMCB Intrepid America Fund Inv | 0.00 | 15.74 |
| JPMCB U.S. Active Core Equity Inv | 0.00 | 15.55 |
| JPMCB U.S. Analyst Inv | 0.00 | 15.35 |
| Pyramis U.S. Total Market Equity CF | 15.90 | 15.33 |
| Amalgamated Bank LongView Quant. LC CF | 15.60 | 15.26 |
| JPMCB U.S. SmartIndex Fund Inv | 0.00 | 15.25 |
Source: Morningstar Separate Account/CIT Fund Database
| Long/Short Equity | 1 year gross return | 1 year net return |
|---|---|---|
| BNY Mellon EB Equity Mkt Neutral | -1.95 | -2.71 |
| Blackrock Alpha Advantage 500 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long/Short Equity | 5 year gross return | 5 year net return |
|---|---|---|
| BNY Mellon EB Equity Mkt Neutral | 1.88 | 0.99 |
| Blackrock Alpha Advantage 500 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Leveraged Net Long | 1 year gross return | 1 year net return |
|---|---|---|
| JPMCB U.S. Active Core Plus Equity Inv | 0.00 | 16.01 |
| JPMCB U.S. Research Plus Fund Inv | 0.00 | 15.00 |
| Analytic Core Eq Plus (SP500) | 14.08 | 13.54 |
Source: Morningstar Separate Account/CIT Fund Database
| Leveraged Net Long | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB U.S. Active Core Plus Equity Inv | 0.00 | 15.71 |
| Analytic Core Eq Plus (SP500) | 15.62 | 15.08 |
| JPMCB U.S. Research Plus Fund Inv | 0.00 | 15.03 |
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 | 6.30 | 6.20 |
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 |
|---|---|---|
| Thornburg Global Equity Fund | 0.00 | 23.19 |
| Lazard/Wilmington Global Mgd Volatil 1 | 11.62 | 11.21 |
| Burgundy Global Focused Opportunities | 11.44 | 10.62 |
| JPMCB Diversified Equity Fund | 0.00 | 9.61 |
| Artisan Global Opportunity Trust, Tier 2 | 0.00 | 9.40 |
| Wellington CIF Global Research Equity | 9.95 | 9.14 |
| JPMCB Global Focus Fund Inv | 0.00 | 8.65 |
| Nuveen Global Infrastructure Class I | 0.00 | 8.59 |
| Artisan Global Opportunity Trust, Tier 3 | 0.00 | 8.30 |
| Artisan Global Opportunity Trust, Tier 1 | 0.00 | 8.16 |
Source: Morningstar Separate Account/CIT Fund Database
| World Stock | 5 year gross return | 5 year net return |
|---|---|---|
| Thornburg Global Equity Fund | 0.00 | 15.51 |
| Wellington CIF II Global Perspectives | 15.49 | 15.19 |
| Burgundy Global Focused Opportunities | 12.33 | 11.70 |
| Marathon Asset Mgt Active Global Eq | 12.18 | 11.62 |
| Wellington CIF Global Research Equity | 12.19 | 11.61 |
| FMT/American Funds Small Cap World R1 | 0.00 | 11.17 |
| FMT/American Funds New Perspective R1 | 0.00 | 10.96 |
| FMT/DFA Global Equity R1 | 0.00 | 10.90 |
| Pyramis Select Global CIT | 11.20 | 10.50 |
| KBI Water Strategy | 11.21 | 10.27 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| The Boston International CF | 9.39 | 8.53 |
| The Boston Non-US Value CF | 6.91 | 5.97 |
| The Boston TBC ACWI ex-US CF | 3.77 | 2.85 |
| Invesco International Equity Trust | 3.36 | 2.54 |
| Brandes International Equity Fund 1 | 0.83 | 0.29 |
| KBI Dividend Plus EAFE Developed Eq | -0.09 | -0.74 |
| WTFSC Intl Fundamental Value Port Cl 0 | -0.66 | -0.82 |
| Herndon International Equity Inst Shares | 0.00 | -1.38 |
| Delaware Intl Val Strat (CIT) | 0.00 | -2.30 |
| LSV Asset Mgt Intl Lg Cap Val Eq Trust | -2.04 | -2.76 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| The Boston International CF | 12.03 | 11.14 |
| KBI Dividend Plus EAFE Developed Eq | 7.34 | 6.65 |
| WTFSC Intl Fundamental Value Port Cl 0 | 6.40 | 6.23 |
| LSV Asset Mgt Intl Lg Cap Val Eq Trust | 6.95 | 6.20 |
| Brandes International Equity Fund 1 | 6.72 | 6.17 |
| Sprucegrove U.S. International Pool | 6.95 | 6.00 |
| Pictet International Equity Fund LLC | 6.58 | 5.77 |
| Templeton Intl Foreign CF | 5.99 | 5.30 |
| The Boston Non-US Value CF | 5.88 | 5.03 |
| FMT/DFA International Value R1 | 0.00 | 4.29 |
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 | 8.06 |
| MFSˆ® International Value CIT Cl 2 | 0.00 | 7.34 |
| Waddell & Reed Intl Core Eq CIT 2 | 0.00 | 5.36 |
| Waddell & Reed Intl Core Eq CIT 1 | 0.00 | 5.21 |
| JPMCB All Country International Equity | 0.00 | 2.84 |
| Vontobel International Equity | 0.00 | 1.28 |
| JPMCB International Equity Inv | 0.00 | 1.20 |
| FMT/Dodge & Cox International R1 | 0.00 | 1.11 |
| Harris Assoc Oakmark Intl Collective 1 | 0.00 | 0.98 |
| Sanderson Asset Mgt Intl Val Eq | 1.78 | 0.75 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Sanderson Asset Mgt Intl Val Eq | 10.99 | 9.88 |
| PGI Diversified International Equity Fd | 9.04 | 8.23 |
| FMT/Dodge & Cox International R1 | 0.00 | 7.73 |
| JPMCB Intrepid International Fund Inv | 0.00 | 7.71 |
| JPMCB Intl Research Enhanced Index Inv | 0.00 | 7.18 |
| QMA International Core Equity Fund | 7.70 | 7.12 |
| Wellington CIF II Intl Research Eq S1 | 7.75 | 7.03 |
| BNY Mellon EB DL NSL Intl Stk Index | 7.11 | 6.96 |
| BNY Mellon EB DL Intl Stk Index | 6.95 | 6.82 |
| JPMCB International Equity Inv | 0.00 | 6.81 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Artisan International Growth Trust - T2 | 0.00 | 6.56 |
| Thornburg Intl Eq Fd (CIT) Tier 2 | 0.00 | 6.32 |
| Thornburg Intl Equity Fd (CIT) Tier 1 | 0.00 | 6.19 |
| FMT/Thornburg International Equity R1 | 0.00 | 5.94 |
| Artisan International Growth Trust - T1 | 0.00 | 5.29 |
| FMT/Artisan International R1 | 0.00 | 4.78 |
| FMT Aggressive International Growth R1 | 0.00 | 4.19 |
| Invesco International Growth Cl I | 0.00 | 3.68 |
| Fisher Investments All Foreign Equity | 0.00 | 3.44 |
| Invesco International Growth Eq Trust | 4.19 | 3.37 |
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 | 10.55 |
| FMT/Artisan International R1 | 0.00 | 10.12 |
| William Blair International Growth CIT | 9.48 | 8.65 |
| Invesco International Growth Eq Trust | 9.26 | 8.40 |
| MFSˆ® International Growth Equity CIT | 0.00 | 7.67 |
| Capital Group Int’l Equity DC Unit S | 16.74 | 6.96 |
| MFSˆ® International Growth Eq CIT-Cl 2 | 0.00 | 6.87 |
| FMT/American Funds Europacific R1 | 0.00 | 6.76 |
| Capital Group Int'l Equity DB Fund | 7.62 | 6.66 |
| Capital Group Int’l Equity DC Unit T | 7.54 | 6.57 |
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 | 1.97 |
| Templeton International Smaller Co CF | 0.97 | 0.27 |
| Pyramis Select Intl Small Cap Rep | -0.36 | -1.16 |
| Pyramis Select Intl Small Cap CIT | -1.10 | -1.89 |
| BlackRock MSCI EAFEˆ® Sm Cp Equity Idx F | 0.00 | -2.35 |
| FMT/DFA Intl Small Cap Value R1 | 0.00 | -6.59 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Value | 5 year gross return | 5 year net return |
|---|---|---|
| Templeton International Smaller Co CF | 10.82 | 10.20 |
| Pyramis Select Intl Small Cap CIT | 11.01 | 10.13 |
| Pyramis Select Intl Small Cap Rep | 10.66 | 9.78 |
| FMT/DFA Intl Small Cap Value R1 | 0.00 | 8.00 |
| LMCG Intl Small Cap Collective Fund | 0.00 | 0.00 |
| BlackRock MSCI EAFEˆ® Sm Cp Equity Idx F | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Rainier Small Cap International Equity L | 0.00 | 6.83 |
| MFSˆ® International Small Cap CIT-Class 1 | 0.00 | 0.60 |
| MFSˆ® International Small Cap CIT-Class 4 | 0.00 | -0.16 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Rainier Small Cap International Equity L | 0.00 | 0.00 |
| 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
| Japan Stock | 1 year gross return | 1 year net return |
|---|---|---|
| JPMCB Nippon Neutral Fund Inv | 0.00 | -2.13 |
Source: Morningstar Separate Account/CIT Fund Database
| Japan Stock | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB Nippon Neutral Fund Inv | 0.00 | -0.90 |
Source: Morningstar Separate Account/CIT Fund Database
| Pacific/Asia ex-Japan Stk | 1 year gross return | 1 year net return |
|---|---|---|
| NT MSCI AC Asia ex Japan-ND | 10.71 | 10.55 |
| Edgbaston Asian Equity Trust | 3.99 | 2.70 |
Source: Morningstar Separate Account/CIT Fund Database
| Pacific/Asia ex-Japan Stk | 5 year gross return | 5 year net return |
|---|---|---|
| Edgbaston Asian Equity Trust | 9.60 | 8.25 |
| 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 |
|---|---|---|
| Fisher Investments Emerging Markets Eq 2 | 0.00 | 6.69 |
| Fisher Investments Emerging Markets Eq 1 | 0.00 | 6.59 |
| William Emerging Markets Growth CIT | 6.68 | 5.63 |
| The Boston Emerging Markets Equity CF | 6.38 | 5.30 |
| City of London Global Emg Mkts Fund | 6.46 | 5.20 |
| Wasatch Emerging Markets Small Cap A | 0.00 | 5.01 |
| FMT/Virtus Emerging Markets Opp. R1 | 0.00 | 4.68 |
| FMT/Vanguard Emerging Markets R1 | 0.00 | 2.75 |
| FMT/DFA Emerging Markets Small-Cap R1 | 0.00 | 2.67 |
| LMCG Emerging Markets Collective 1 | 0.00 | 2.20 |
Source: Morningstar Separate Account/CIT Fund Database
| Diversified Emerging Mkts | 5 year gross return | 5 year net return |
|---|---|---|
| RTC Frontier Markets Equity Fund | 0.00 | 7.02 |
| FMT/DFA Emerging Markets Small-Cap R1 | 0.00 | 4.09 |
| LSV Asset Mgt Emg Mkts Val Eq Fund LP | 4.70 | 3.70 |
| RTC Emerging Markets Fund | 0.00 | 3.59 |
| JPMCB Emerging Markets - Equity Inv | 0.00 | 2.87 |
| City of London Global Emg Mkts Fund | 3.53 | 2.27 |
| QMA Emerging Markets Core Equity Fund | 2.92 | 2.23 |
| JPMCB Emerg Markets Equity Focused Inv | 0.00 | 2.04 |
| Parametric Emerging Markets Equity (CIT) | 2.75 | 2.02 |
| FMT/DFA Emerging Markets R1 | 0.00 | 1.89 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| PGI Global Property Securities Fund | 18.37 | 17.56 |
| RREEF Global Real Estate Sec CF-A | 17.30 | 17.30 |
| RREEF Global Real Estate Sec Cmgld Fund | 17.30 | 17.30 |
| AEW Gl Property Secs Master Tr-DC Plan A | 0.00 | 16.72 |
| AEW Gl Property Securities Master Tr-Agg | 0.00 | 16.58 |
| BlackRock Developed Real Estate Idx F | 0.00 | 16.02 |
| Invesco Global REITs Trust | 16.76 | 15.84 |
| BlackRock Developed Real Estate Idx NL F | 0.00 | 15.82 |
| Voya Global Real Estate | 14.85 | 14.85 |
| Aon Hewitt Global Real Estate I | 0.00 | 14.25 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Real Estate | 5 year gross return | 5 year net return |
|---|---|---|
| Invesco Global REITs Trust | 12.07 | 11.18 |
| FMT/DFA Int'l Real Estate Securities R1 | 0.00 | 10.74 |
| JPMCB Int'l Real Estate Securities Inv | 0.00 | 8.23 |
| Invesco Global ex-US REITs Trust | 8.94 | 7.93 |
| PGI Global Property Securities Fund | 0.00 | 0.00 |
| RREEF Global Real Estate Sec CF-A | 0.00 | 0.00 |
| RREEF Global Real Estate Sec Cmgld Fund | 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 |
| BlackRock Developed Real Estate Idx F | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| World Bond | 1 year gross return | 1 year net return |
|---|---|---|
| JPMCB International Rates Fund Inv | 0.00 | 8.42 |
| Loomis Sayles MFD Class C | 0.00 | 5.66 |
| FMT/DFA Five-Year Global F/I R1 | 0.00 | 3.09 |
| Flint Hills Diversified Fixed Inc Allc 1 | 0.00 | 2.80 |
| Brandywine Global Fixed Income BIT | 2.16 | 1.60 |
| Brandywine Global Fixed Income BGIMT | 2.05 | 1.59 |
| Brandywine Global Opportun Fxd BGIMT | 2.05 | 1.49 |
| Brandywine Global Fixed Income GT | 2.02 | 1.47 |
| BW Global Investment Grade Fixed Inc R1 | 0.00 | 1.12 |
| FMT/DFA Two Year Global F/I R1 | 0.00 | 0.22 |
Source: Morningstar Separate Account/CIT Fund Database
| World Bond | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB International Rates Fund Inv | 0.00 | 8.69 |
| Brandywine Global Opportun Fxd BGIMT | 7.49 | 6.91 |
| Brandywine Global Fixed Income BIT | 6.77 | 6.19 |
| Brandywine Global Fixed Income BGIMT | 6.51 | 6.03 |
| Brandywine Global Fixed Income GT | 6.61 | 6.03 |
| Brandywine Intl Opportunistic Fxd BIT | 5.87 | 5.29 |
| Brandywine International Fixed Inc BIT | 4.91 | 4.33 |
| FMT/DFA Five-Year Global F/I R1 | 0.00 | 2.90 |
| PIMCO Global Advantage Strategy CIT II | 0.00 | 2.59 |
| Capital Group Global Aggregate FI CIT | 2.55 | 2.17 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Columbia Trust U.S. High Yield Bond Fund | 0.00 | 4.50 |
| FMT High Yield Bond R1 | 0.00 | 3.73 |
| Loomis Sayles HYCSV CIT | 3.94 | 3.28 |
| JPMCB Corporate High Yield Inv | 0.00 | 3.21 |
| Transamerica High Yield Bond - CTF | 0.00 | 3.18 |
| JPMCB Distressed Mort-Backed Secs Inv | 0.00 | 3.03 |
| JPMCB High Yield Fund Inv | 0.00 | 2.91 |
| FMT/Pimco High Yield R1 | 0.00 | 2.68 |
| Fort Washington High Yield Fixed Inc CF | 2.46 | 2.46 |
| JPMCB High Yield Fd CF | 0.00 | 2.41 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB Corporate High Yield Inv | 0.00 | 8.94 |
| JPMCB High Yield Fund Inv | 0.00 | 8.52 |
| JPMCB Corporate High Yield Opp Inv | 0.00 | 8.36 |
| Fort Washington High Yield Fixed Inc CF | 8.49 | 8.10 |
| FMT/Delaware High Yield Opportunity R1 | 0.00 | 7.62 |
| FMT/Pimco High Yield R1 | 0.00 | 7.31 |
| Capital Group Global High Yield FI DB Fd | 6.73 | 5.99 |
| JPMCB Distressed Mort-Backed Secs Inv | 0.00 | -32.50 |
| Columbia Trust U.S. High Yield Bond Fund | 0.00 | 0.00 |
| FMT High Yield Bond R1 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| AFL-CIO Housing Inv Trust AFL-CIO CF | 6.42 | 5.94 |
| Pyramis Mortgage-Backed Securities | 5.88 | 5.60 |
| FMT/Vanguard GNMA R1 | 0.00 | 5.09 |
| RiverSource Trust Government Income | 0.00 | 5.01 |
| FMT US Government Securities R1 | 0.00 | 3.74 |
| Wells Fargo/BlackRock Int Gv/Cr Bd Idx N | 4.49 | 3.41 |
| Wells Fargo/BlackRock Int Gv/Cr Bd Idx F | 0.00 | 3.38 |
| Diversified Ret Interm Govt/Credit Tr | 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 | 4.70 | 4.24 |
| Pyramis Mortgage-Backed Securities | 4.34 | 4.06 |
| FMT/Vanguard GNMA R1 | 0.00 | 3.61 |
| RiverSource Trust Government Income | 0.00 | 3.56 |
| Wells Fargo/BlackRock Int Gv/Cr Bd Idx N | 5.78 | 3.52 |
| FMT US Government Securities R1 | 0.00 | 2.55 |
| Wells Fargo/BlackRock Int Gv/Cr Bd Idx F | 0.00 | 0.00 |
| Diversified Ret Interm Govt/Credit Tr | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| JPMCB Public Bond Fund Inv | 0.00 | 8.12 |
| Western Asset Core Plus Bond R1 | 0.00 | 6.88 |
| Prudential Core Plus Bond DC A | 7.10 | 6.78 |
| Columbia Trust Bond Index Fund | 0.00 | 6.76 |
| RTC Multi-Manager Bond | 0.00 | 6.66 |
| BlackRock CoreAlpha Bond F | 0.00 | 6.50 |
| Columbia Trust Bond Index Fund C | 0.00 | 6.39 |
| Wells Fargo Core Bond F | 0.00 | 6.18 |
| PIMCO Total Return Collective Trust | 0.00 | 6.16 |
| Invesco Core Plus Fixed Income Trust | 0.00 | 6.14 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB Mortgage Credit Opportunity Inv | 0.00 | 9.09 |
| Prudential Core Plus Bond DC A | 6.81 | 6.49 |
| Brandes Core Plus Fixed Income Fund 1 | 6.73 | 6.41 |
| WTFSC Strategic Bond Portfolio Cl 0 | 6.41 | 6.32 |
| Western Asset Core Plus Bond R1 | 0.00 | 6.29 |
| JPMCB Public Bond Fund Inv | 0.00 | 6.22 |
| Invesco Core Plus Fixed Income Trust | 0.00 | 6.12 |
| RTC Multi-Manager Bond | 0.00 | 5.84 |
| Pyramis Core Plus Pool | 5.88 | 5.55 |
| Wellington CIF II Core Bond S1 | 5.75 | 5.47 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 1 year gross return | 1 year net return |
|---|---|---|
| BlackRock Interm Govt Bond Index F | 0.00 | 3.33 |
| Columbia Trust Short Dur U.S. Gvmt Fd II | 0.00 | 2.80 |
| Columbia Trust Short Dur U.S. Gvmt Fd | 0.00 | 2.36 |
| BlackRock 1-3 Year Govt Bond Index F | 0.00 | 1.17 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 1.19 | 1.16 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 1.18 | 1.07 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 1.18 | 1.06 |
| Smith Breeden High Credit Qual Short Dur | 1.33 | 0.96 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 1.20 | 0.85 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 1.22 | 0.71 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 5 year gross return | 5 year net return |
|---|---|---|
| BlackRock Interm Govt Bond Index F | 0.00 | 2.93 |
| Columbia Trust Short Dur U.S. Gvmt Fd II | 0.00 | 2.41 |
| Columbia Trust Short Dur U.S. Gvmt Fd | 0.00 | 1.99 |
| Smith Breeden High Credit Qual Short Dur | 1.70 | 1.30 |
| BlackRock 1-3 Year Govt Bond Index F | 0.00 | 1.15 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 1.17 | 1.12 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 1.00 | 0.90 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 1.00 | 0.88 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 1.00 | 0.65 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 1.02 | 0.52 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Amalgamated Ultra Construction Loan | 10.22 | 9.13 |
| JPMCB Market Plus Bond Inv | 0.00 | 6.09 |
| Commercial Mortgage Backed Secs Fund | 6.41 | 5.93 |
| Voya Core Short Duration Trust | 1.52 | 3.88 |
| BlackRock Target Maturity 2018 F | 0.00 | 3.15 |
| WTFSC Short Duration Portfolio Cl 0 | 2.97 | 2.86 |
| BlackRock Target Maturity 2017 F | 0.00 | 2.10 |
| EB Active 1-5 Government/Credit Fund | 0.00 | 2.03 |
| WTFSC Short Duration Portfolio Cl 60 | 3.00 | 1.97 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 1.75 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB Market Plus Bond Inv | 0.00 | 5.12 |
| WTFSC Short Duration Portfolio Cl 0 | 2.52 | 2.43 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 2.22 |
| Christian Bros CUIT Short Bond Fund | 2.40 | 2.01 |
| HB&T Fixed Income Fund | 0.00 | 1.91 |
| VT Vantagepoint Low Dur Bond R5 | 0.00 | 1.87 |
| Voya Core Short Duration Trust | 1.70 | 1.86 |
| VT Vantagepoint Low Dur Bond R3 | 0.00 | 1.57 |
| Associated Short Term Bond Fund | 1.41 | 1.41 |
| Associated PT Short Term Bond Fund | 1.35 | 1.35 |
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 | 0.01 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.39 |
| FMT/SSGA Prime Money Market R1 | 0.00 | -0.43 |
| 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 | 0.26 |
| 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 |
|---|---|---|
| Wells Fargo Liability Driven Sol III F | 0.00 | 28.17 |
| BlackRock 20+ Treasury Bond F | 0.00 | 23.34 |
| BlackRock Long Term Govt Bond Index NL F | 0.00 | 21.04 |
| SSgA Long US Gov Index Class A | -6.43 | 21.01 |
| BNY Mellon EB LT Govt Bond Index | 21.04 | 20.98 |
| SSgA US Long Gov Bond Index NL Ser A | 0.00 | 20.98 |
| Blackrock 20+ Treas Bond Idx CF | 0.00 | 0.00 |
| Blackrock Long Govt Bond Idx Fund CF | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| BlackRock 20+ Treasury Bond F | 0.00 | 11.64 |
| SSgA Long US Gov Index Class A | 0.00 | 10.51 |
| SSgA US Long Gov Bond Index NL Ser A | 0.00 | 10.47 |
| BNY Mellon EB LT Govt Bond Index | 10.50 | 10.45 |
| Wells Fargo Liability Driven Sol III F | 0.00 | 0.00 |
| BlackRock Long Term Govt Bond Index NL F | 0.00 | 0.00 |
| Blackrock 20+ Treas Bond Idx CF | 0.00 | 0.00 |
| Blackrock Long Govt Bond Idx Fund CF | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Diversified Long Bond Fund U | 0.00 | 16.50 |
| Ryan Labs Long Government/Credit | 16.60 | 16.25 |
| Wells Fargo Liability Driven Sol II F | 16.11 | 16.11 |
| JPMCB Extended Duration Fund Inv | 0.00 | 15.61 |
| JPMCB Long Duration Inv Grade Inv | 0.00 | 15.15 |
| JPMCB Extended Duration Sector Inv | 0.00 | 14.83 |
| JPMCB High Quality Long Credit Inv | 0.00 | 14.20 |
| Western Asset Long Duration Credit R | 0.00 | 13.95 |
| JPMCB Long Duration Credit Inv | 0.00 | 13.03 |
| JPMCB Long Credit Fund Inv | 0.00 | 12.84 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Western Asset Long Duration Credit R | 0.00 | 10.97 |
| Wells Fargo Liability Driven Sol II F | 10.60 | 10.60 |
| JPMCB Long Duration Inv Grade Inv | 0.00 | 10.45 |
| JPMCB Long Credit Fund Inv | 0.00 | 10.35 |
| JPMCB Extended Duration Sector Inv | 0.00 | 10.34 |
| JPMCB Extended Duration Fund Inv | 0.00 | 10.33 |
| Diversified Long Bond Fund U | 0.00 | 10.31 |
| JPMCB High Quality Long Credit Inv | 0.00 | 10.31 |
| JPMCB Mortgage Private Placement Inv | 0.00 | 8.31 |
| Ryan Labs Long Government/Credit | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Loomis Sayles MSFD CIT | 6.12 | 5.53 |
| Pyramis Investment Grade Credit Rep | 0.00 | 0.00 |
| Western Asset Global Strategic Income R3 | 0.00 | 0.00 |
| SEI Core Plus Fixed Income Fund CT-2 | 0.00 | 0.00 |
| Blackrock CoreActive Bond Fund | 0.00 | 0.00 |
| BlackRock CorePlus Bond Fund | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Loomis Sayles MSFD CIT | 0.00 | 0.00 |
| Pyramis Investment Grade Credit Rep | 0.00 | 0.00 |
| Western Asset Global Strategic Income R3 | 0.00 | 0.00 |
| SEI Core Plus Fixed Income Fund CT-2 | 0.00 | 0.00 |
| Blackrock CoreActive Bond Fund | 0.00 | 0.00 |
| BlackRock CorePlus Bond Fund | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Columbia Trust U.S. High Yield Bond Fund | 0.00 | 4.50 |
| FMT High Yield Bond R1 | 0.00 | 3.73 |
| Loomis Sayles HYCSV CIT | 3.94 | 3.28 |
| JPMCB Corporate High Yield Inv | 0.00 | 3.21 |
| Transamerica High Yield Bond - CTF | 0.00 | 3.18 |
| JPMCB Distressed Mort-Backed Secs Inv | 0.00 | 3.03 |
| JPMCB High Yield Fund Inv | 0.00 | 2.91 |
| FMT/Pimco High Yield R1 | 0.00 | 2.68 |
| Fort Washington High Yield Fixed Inc CF | 2.46 | 2.46 |
| JPMCB High Yield Fd CF | 0.00 | 2.41 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB Corporate High Yield Inv | 0.00 | 8.94 |
| JPMCB High Yield Fund Inv | 0.00 | 8.52 |
| JPMCB Corporate High Yield Opp Inv | 0.00 | 8.36 |
| Fort Washington High Yield Fixed Inc CF | 8.49 | 8.10 |
| FMT/Delaware High Yield Opportunity R1 | 0.00 | 7.62 |
| FMT/Pimco High Yield R1 | 0.00 | 7.31 |
| Capital Group Global High Yield FI DB Fd | 6.73 | 5.99 |
| JPMCB Distressed Mort-Backed Secs Inv | 0.00 | -32.50 |
| Columbia Trust U.S. High Yield Bond Fund | 0.00 | 0.00 |
| FMT High Yield Bond R1 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| AFL-CIO Housing Inv Trust AFL-CIO CF | 6.42 | 5.94 |
| Pyramis Mortgage-Backed Securities | 5.88 | 5.60 |
| FMT/Vanguard GNMA R1 | 0.00 | 5.09 |
| RiverSource Trust Government Income | 0.00 | 5.01 |
| FMT US Government Securities R1 | 0.00 | 3.74 |
| Wells Fargo/BlackRock Int Gv/Cr Bd Idx N | 4.49 | 3.41 |
| Wells Fargo/BlackRock Int Gv/Cr Bd Idx F | 0.00 | 3.38 |
| Diversified Ret Interm Govt/Credit Tr | 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 | 4.70 | 4.24 |
| Pyramis Mortgage-Backed Securities | 4.34 | 4.06 |
| FMT/Vanguard GNMA R1 | 0.00 | 3.61 |
| RiverSource Trust Government Income | 0.00 | 3.56 |
| Wells Fargo/BlackRock Int Gv/Cr Bd Idx N | 5.78 | 3.52 |
| FMT US Government Securities R1 | 0.00 | 2.55 |
| Wells Fargo/BlackRock Int Gv/Cr Bd Idx F | 0.00 | 0.00 |
| Diversified Ret Interm Govt/Credit Tr | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| JPMCB Public Bond Fund Inv | 0.00 | 8.12 |
| Western Asset Core Plus Bond R1 | 0.00 | 6.88 |
| Prudential Core Plus Bond DC A | 7.10 | 6.78 |
| Columbia Trust Bond Index Fund | 0.00 | 6.76 |
| RTC Multi-Manager Bond | 0.00 | 6.66 |
| BlackRock CoreAlpha Bond F | 0.00 | 6.50 |
| Columbia Trust Bond Index Fund C | 0.00 | 6.39 |
| Wells Fargo Core Bond F | 0.00 | 6.18 |
| PIMCO Total Return Collective Trust | 0.00 | 6.16 |
| Invesco Core Plus Fixed Income Trust | 0.00 | 6.14 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB Mortgage Credit Opportunity Inv | 0.00 | 9.09 |
| Prudential Core Plus Bond DC A | 6.81 | 6.49 |
| Brandes Core Plus Fixed Income Fund 1 | 6.73 | 6.41 |
| WTFSC Strategic Bond Portfolio Cl 0 | 6.41 | 6.32 |
| Western Asset Core Plus Bond R1 | 0.00 | 6.29 |
| JPMCB Public Bond Fund Inv | 0.00 | 6.22 |
| Invesco Core Plus Fixed Income Trust | 0.00 | 6.12 |
| RTC Multi-Manager Bond | 0.00 | 5.84 |
| Pyramis Core Plus Pool | 5.88 | 5.55 |
| Wellington CIF II Core Bond S1 | 5.75 | 5.47 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 1 year gross return | 1 year net return |
|---|---|---|
| BlackRock Interm Govt Bond Index F | 0.00 | 3.33 |
| Columbia Trust Short Dur U.S. Gvmt Fd II | 0.00 | 2.80 |
| Columbia Trust Short Dur U.S. Gvmt Fd | 0.00 | 2.36 |
| BlackRock 1-3 Year Govt Bond Index F | 0.00 | 1.17 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 1.19 | 1.16 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 1.18 | 1.07 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 1.18 | 1.06 |
| Smith Breeden High Credit Qual Short Dur | 1.33 | 0.96 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 1.20 | 0.85 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 1.22 | 0.71 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 5 year gross return | 5 year net return |
|---|---|---|
| BlackRock Interm Govt Bond Index F | 0.00 | 2.93 |
| Columbia Trust Short Dur U.S. Gvmt Fd II | 0.00 | 2.41 |
| Columbia Trust Short Dur U.S. Gvmt Fd | 0.00 | 1.99 |
| Smith Breeden High Credit Qual Short Dur | 1.70 | 1.30 |
| BlackRock 1-3 Year Govt Bond Index F | 0.00 | 1.15 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 1.17 | 1.12 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 1.00 | 0.90 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 1.00 | 0.88 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 1.00 | 0.65 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 1.02 | 0.52 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Amalgamated Ultra Construction Loan | 10.22 | 9.13 |
| JPMCB Market Plus Bond Inv | 0.00 | 6.09 |
| Commercial Mortgage Backed Secs Fund | 6.41 | 5.93 |
| Voya Core Short Duration Trust | 1.52 | 3.88 |
| BlackRock Target Maturity 2018 F | 0.00 | 3.15 |
| WTFSC Short Duration Portfolio Cl 0 | 2.97 | 2.86 |
| BlackRock Target Maturity 2017 F | 0.00 | 2.10 |
| EB Active 1-5 Government/Credit Fund | 0.00 | 2.03 |
| WTFSC Short Duration Portfolio Cl 60 | 3.00 | 1.97 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 1.75 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB Market Plus Bond Inv | 0.00 | 5.12 |
| WTFSC Short Duration Portfolio Cl 0 | 2.52 | 2.43 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 2.22 |
| Christian Bros CUIT Short Bond Fund | 2.40 | 2.01 |
| HB&T Fixed Income Fund | 0.00 | 1.91 |
| VT Vantagepoint Low Dur Bond R5 | 0.00 | 1.87 |
| Voya Core Short Duration Trust | 1.70 | 1.86 |
| VT Vantagepoint Low Dur Bond R3 | 0.00 | 1.57 |
| Associated Short Term Bond Fund | 1.41 | 1.41 |
| Associated PT Short Term Bond Fund | 1.35 | 1.35 |
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 | 0.01 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.39 |
| FMT/SSGA Prime Money Market R1 | 0.00 | -0.43 |
| 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 | 0.26 |
| 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 |
|---|---|---|
| Wells Fargo Liability Driven Sol III F | 0.00 | 28.17 |
| BlackRock 20+ Treasury Bond F | 0.00 | 23.34 |
| BlackRock Long Term Govt Bond Index NL F | 0.00 | 21.04 |
| SSgA Long US Gov Index Class A | -6.43 | 21.01 |
| BNY Mellon EB LT Govt Bond Index | 21.04 | 20.98 |
| SSgA US Long Gov Bond Index NL Ser A | 0.00 | 20.98 |
| Blackrock 20+ Treas Bond Idx CF | 0.00 | 0.00 |
| Blackrock Long Govt Bond Idx Fund CF | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| BlackRock 20+ Treasury Bond F | 0.00 | 11.64 |
| SSgA Long US Gov Index Class A | 0.00 | 10.51 |
| SSgA US Long Gov Bond Index NL Ser A | 0.00 | 10.47 |
| BNY Mellon EB LT Govt Bond Index | 10.50 | 10.45 |
| Wells Fargo Liability Driven Sol III F | 0.00 | 0.00 |
| BlackRock Long Term Govt Bond Index NL F | 0.00 | 0.00 |
| Blackrock 20+ Treas Bond Idx CF | 0.00 | 0.00 |
| Blackrock Long Govt Bond Idx Fund CF | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Diversified Long Bond Fund U | 0.00 | 16.50 |
| Ryan Labs Long Government/Credit | 16.60 | 16.25 |
| Wells Fargo Liability Driven Sol II F | 16.11 | 16.11 |
| JPMCB Extended Duration Fund Inv | 0.00 | 15.61 |
| JPMCB Long Duration Inv Grade Inv | 0.00 | 15.15 |
| JPMCB Extended Duration Sector Inv | 0.00 | 14.83 |
| JPMCB High Quality Long Credit Inv | 0.00 | 14.20 |
| Western Asset Long Duration Credit R | 0.00 | 13.95 |
| JPMCB Long Duration Credit Inv | 0.00 | 13.03 |
| JPMCB Long Credit Fund Inv | 0.00 | 12.84 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Western Asset Long Duration Credit R | 0.00 | 10.97 |
| Wells Fargo Liability Driven Sol II F | 10.60 | 10.60 |
| JPMCB Long Duration Inv Grade Inv | 0.00 | 10.45 |
| JPMCB Long Credit Fund Inv | 0.00 | 10.35 |
| JPMCB Extended Duration Sector Inv | 0.00 | 10.34 |
| JPMCB Extended Duration Fund Inv | 0.00 | 10.33 |
| Diversified Long Bond Fund U | 0.00 | 10.31 |
| JPMCB High Quality Long Credit Inv | 0.00 | 10.31 |
| JPMCB Mortgage Private Placement Inv | 0.00 | 8.31 |
| Ryan Labs Long Government/Credit | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Loomis Sayles MSFD CIT | 6.12 | 5.53 |
| Pyramis Investment Grade Credit Rep | 0.00 | 0.00 |
| Western Asset Global Strategic Income R3 | 0.00 | 0.00 |
| SEI Core Plus Fixed Income Fund CT-2 | 0.00 | 0.00 |
| Blackrock CoreActive Bond Fund | 0.00 | 0.00 |
| BlackRock CorePlus Bond Fund | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Loomis Sayles MSFD CIT | 0.00 | 0.00 |
| Pyramis Investment Grade Credit Rep | 0.00 | 0.00 |
| Western Asset Global Strategic Income R3 | 0.00 | 0.00 |
| SEI Core Plus Fixed Income Fund CT-2 | 0.00 | 0.00 |
| Blackrock CoreActive Bond Fund | 0.00 | 0.00 |
| BlackRock CorePlus Bond Fund | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Inflation-Protected Bond | 1 year gross return | 1 year net return |
|---|---|---|
| BlackRock U.S. Trs Infl-Prot Secs F | 0.00 | 3.19 |
| BlackRock U.S. Trs Infl-Prot Secs NL F | 0.00 | 3.13 |
| SSgA U.S. Inflation Protect Bond Idx A | 1.57 | 3.11 |
| SSgA US Inflation Protected Bd Idx NL C | 0.00 | 3.05 |
| FMT/FFTW US TIPS R1 | 0.00 | 2.97 |
| FMT/Vanguard Inflation Protected Bond R1 | 0.00 | 2.72 |
| JPMCB Real Return Fund Inv | 0.00 | 2.40 |
| PIMCO Real Return Collective Trust | 0.00 | 2.35 |
| VT Vantagepoint Infl Focused R9 | 0.00 | 2.18 |
| VT Vantagepoint Infl Focused R7 | 0.00 | 2.09 |
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 | 4.71 |
| BlackRock U.S. Trs Infl-Prot Secs F | 0.00 | 4.36 |
| JPMCB Real Return Fund Inv | 0.00 | 4.28 |
| BlackRock U.S. Trs Infl-Prot Secs NL F | 0.00 | 4.26 |
| SSgA U.S. Inflation Protect Bond Idx A | 4.43 | 4.25 |
| SSgA US Inflation Protected Bd Idx NL C | 0.00 | 4.19 |
| FMT/Vanguard Inflation Protected Bond R1 | 0.00 | 3.79 |
| VT Vantagepoint Infl Focused R5 | 0.00 | 3.48 |
| VT Vantagepoint Infl Focused R3 | 0.00 | 3.18 |
| VT Vantagepoint Infl Focused R1 | 0.00 | 2.92 |
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 | 2.58 |
| JPMCB Stable Income Bond Fund Inv | 0.00 | 2.54 |
| Reliance MetLife Series 25053 Cl 0 | 3.07 | 2.44 |
| Reliance MetLife Series 25053 Cl 10 | 0.00 | 2.33 |
| Reliance MetLife GAC Series 25157 Cl 25 | 0.00 | 2.32 |
| Reliance MetLife Series 25053 Cl 15 | 0.00 | 2.29 |
| WTRISC CIT III for Metlife GAC 25554 I | 2.33 | 2.28 |
| Reliance MetLife Series 25053 Cl 20 | 0.00 | 2.24 |
| Reliance MetLife Series 25157 Cl 35 | 0.00 | 2.22 |
| WTRISC CIT III for Metlife GAC 25554 F0 | 2.35 | 2.20 |
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 | 3.15 |
| Reliance MetLife Series 25053 Cl 0 | 3.74 | 3.10 |
| IBEW NECA Stable Value Trust Premier Cl | 0.00 | 3.04 |
| Reliance MetLife Series 25053 Cl 10 | 0.00 | 3.00 |
| Reliance MetLife Series 25053 Cl 15 | 0.00 | 2.95 |
| Reliance MetLife Series 25053 Cl 25 | 0.00 | 2.85 |
| Reliance MetLife Series 25157 Cl 35 | 0.00 | 2.80 |
| Reliance MetLife Series 25053 Cl 20 | 0.00 | 2.78 |
| Putnam Stable Value Fund: Gross | 2.78 | 2.78 |
| Reliance MetLife Series 25053 Cl 35 | 0.00 | 2.75 |
Source: Morningstar Separate Account/CIT Fund Database
| Emerging Markets Bond | 1 year gross return | 1 year net return |
|---|---|---|
| MFSˆ® Emerging Markets Debt CIT | 0.00 | 6.22 |
| JPMCB Emerg Markets - Fixed Income Inv | 0.00 | 2.96 |
| TCW Emerging Mkts Fxd Inc Collective Tr | 0.00 | -0.25 |
| TCW Emerging Markets Fixed Income Cl D | 0.00 | -0.51 |
| UBS: Emerging Markets Debt CF | -0.91 | -1.49 |
| Capital Group EM Debt (Broad) DB Fund | -2.58 | -3.16 |
| Capital Group EM Debt (Broad) DC Unit T | -2.60 | -3.18 |
| PIMCO Emerging Markets Currency CIT | 0.00 | -8.77 |
| 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 |
|---|---|---|
| JPMCB Emerg Markets - Fixed Income Inv | 0.00 | 7.22 |
| MFSˆ® Emerging Markets Debt CIT | 0.00 | 7.21 |
| Capital Group EM Debt (Broad) DB Fund | 4.18 | 3.56 |
| TCW Emerging Mkts Fxd Inc Collective Tr | 0.00 | 0.00 |
| TCW Emerging Markets Fixed Income Cl D | 0.00 | 0.00 |
| UBS: Emerging Markets Debt CF | 0.00 | 0.00 |
| Capital Group EM Debt (Broad) DC Unit T | 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 |
|---|---|---|
| JPMCB LDI Diversified Inv | 0.00 | 14.58 |
| JPMCB Diversified Global Inv | 0.00 | 9.88 |
| JAForlines Global Tactical Alloc CIT | 0.00 | 8.70 |
| WTFSC Multi-Asset Portfolio Cl 0 | 8.32 | 8.26 |
| WTFSC Multi-Asset Portfolio Cl 45 | 8.47 | 7.32 |
| Growth ETF Fund 35 | 7.03 | 6.64 |
| Growth ETF Fund 60 | 7.05 | 6.40 |
| Growth ETF Fund 75 | 7.16 | 6.35 |
| Growth ETF Fund 95 | 7.12 | 6.11 |
| Sage Conservative R1 | 0.00 | 5.53 |
Source: Morningstar Separate Account/CIT Fund Database
| World Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB Diversified Global Inv | 0.00 | 11.55 |
| FMT/American Funds Capital Income Bu. R1 | 0.00 | 8.76 |
| WTFSC Multi-Asset Portfolio Cl 0 | 8.43 | 8.39 |
| Growth ETF Fund 35 | 8.58 | 8.18 |
| Growth ETF Fund 60 | 8.63 | 7.96 |
| Growth ETF Fund 75 | 8.70 | 7.86 |
| WTFSC Global Securities Portfolio Cl 0 | 7.01 | 6.87 |
| Income & Growth ETF Fund 35 | 7.04 | 6.64 |
| PMC Pathway Moderate Bal II | 0.00 | 6.58 |
| Income & Growth ETF Fund 60 | 7.05 | 6.39 |
Source: Morningstar Separate Account/CIT Fund Database
| Conservative Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| LMK Life Cycle 10/90 | 0.00 | 23.08 |
| WTFSC US Allocation Portfolio Cl 0 | 10.42 | 10.34 |
| WTFSC US Allocation Portfolio Cl 45 | 10.63 | 9.45 |
| Retirement Advocate Mod Aggressive | 0.00 | 7.39 |
| Transamerica Intermediate Horizon - CTF | 0.00 | 7.12 |
| SSgA Conservative Strat Bal Sec | 0.00 | 6.82 |
| Sage Moderate R1 | 0.00 | 6.74 |
| Alerus Conservative Income Direct | 6.59 | 6.59 |
| Alerus Conservative Income Institutional | 6.70 | 6.52 |
| Vanguard 40/60 - Moderate Mgd Tr R-INST | 0.00 | 6.45 |
Source: Morningstar Separate Account/CIT Fund Database
| Conservative Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| WTFSC US Allocation Portfolio Cl 0 | 11.33 | 11.26 |
| Invesco Balanced Risk Allocation Trust | 9.97 | 9.00 |
| FMT/Vanguard Wellesley Income R1 | 0.00 | 8.78 |
| CUNA Mutual Retirement Pension Fund | 0.00 | 7.98 |
| Associated ASAP2 Balanced Strategy | 7.60 | 7.60 |
| Associated ASAP Balanced Strategy | 7.58 | 7.58 |
| Manning & Napier Pro-Mix Modrte Term S | 8.39 | 7.42 |
| MAP Balanced Fund | 0.00 | 7.34 |
| Starcore I Fundˆ® | 0.00 | 6.66 |
| CUNA Mutual Lifestyle Conservative Fund | 0.00 | 6.61 |
Source: Morningstar Separate Account/CIT Fund Database
| Moderate Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| Columbia Trust Balanced Fund | 0.00 | 11.05 |
| Columbia Trust Balanced I | 0.00 | 10.59 |
| Pioneer U.S. Balanced Trust - T2 | 0.00 | 10.56 |
| Columbia Trust Balanced Fund II | 0.00 | 10.47 |
| FMT/Vanguard Balanced Index R1 | 0.00 | 9.33 |
| JPMCB Diversified Plus Inv | 0.00 | 9.20 |
| WTFSC Balanced Portfolio Cl 0 | 9.05 | 8.92 |
| FACETS Lifestyle Moderate Fund R4 | 0.00 | 8.83 |
| FACETS Lifestyle Moderate Fund R6 | 0.00 | 8.82 |
| Retirement Advocate Aggressive | 0.00 | 8.71 |
Source: Morningstar Separate Account/CIT Fund Database
| Moderate Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Columbia Trust Balanced Fund II | 0.00 | 11.67 |
| JPMCB Diversified Plus Inv | 0.00 | 11.21 |
| WTFSC Balanced Portfolio Cl 0 | 11.27 | 11.17 |
| FMT/Dodge & Cox Balanced R1 | 0.00 | 11.16 |
| JPMCB Diversified Fund Inv | 0.00 | 11.00 |
| FMT/Vanguard Balanced Index R1 | 0.00 | 10.36 |
| Christian Bros CUIT Balanced Fund | 11.10 | 10.13 |
| FMT Balanced Opportunities R1 | 0.00 | 10.10 |
| Benefit FCI Life Strategy Growth Fd Cl A | 9.06 | 9.06 |
| Associated Growth Balanced LifeStage | 9.03 | 9.03 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2000-2010 | 1 year gross return | 1 year net return |
|---|---|---|
| Callan Glidepath 2010 Fund 0 | 7.20 | 7.15 |
| Callan Glidepath 2010 Fund 20 | 7.21 | 6.96 |
| Callan Glidepath 2010 Fund 25 | 7.25 | 6.94 |
| Callan Glidepath 2005 Fund 25 | 6.73 | 6.41 |
| Callan Glidepath 2010 Fund 70 | 7.16 | 6.38 |
| Callan Glidepath 2005 Fund 20 | 6.64 | 6.37 |
| Callan Glidepath 2010 Fund 85 | 7.29 | 6.34 |
| Schwab Indexed Retirement Tr Fd 2010 I | 6.39 | 6.25 |
| Vanguard Target Retire Trust Plus 2010 | 0.00 | 6.20 |
| The Vanguard Target Retire 2010 Trust II | 0.00 | 6.18 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2000-2010 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepath 2010 Fund 20 | 9.83 | 9.55 |
| Callan Glidepath 2010 Fund 25 | 9.85 | 9.52 |
| Callan Glidepath 2005 Fund 20 | 8.82 | 8.43 |
| Callan Glidepath 2005 Fund 25 | 8.84 | 8.40 |
| Principal Trust Target 2010 Z | 0.00 | 8.21 |
| Principal Trust Target 2010 I | 0.00 | 8.16 |
| Principal Trust Target 2010 I10 | 0.00 | 8.06 |
| Principal Trust Target 2010 I25 | 0.00 | 7.90 |
| Principal Trust Target 2010 Fund R6 | 0.00 | 7.74 |
| The Vanguard Target Retire 2010 Trust I | 0.00 | 7.71 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2011-2015 | 1 year gross return | 1 year net return |
|---|---|---|
| Callan Glidepath 2015 Fund 0 | 7.52 | 7.47 |
| Callan Glidepath 2015 Fund 20 | 7.48 | 7.22 |
| Callan Glidepath 2015 Fund 25 | 7.53 | 7.22 |
| Voya Target Solution 2015 Trust | 7.56 | 7.04 |
| Callan Glidepath 2015 Fund 50 | 7.50 | 6.97 |
| Vanguard Target Retire Trust Plus 2015 | 0.00 | 6.96 |
| The Vanguard Target Retire 2015 Trust I | 0.00 | 6.94 |
| The Vanguard Target Retire 2015 Trust II | 0.00 | 6.90 |
| Callan Glidepath 2015 Fund 85 | 7.65 | 6.70 |
| JPMCB SmartRetirement 2015 Fund CF-B | 0.00 | 6.70 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2011-2015 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepath 2015 Fund 20 | 10.45 | 10.19 |
| Callan Glidepath 2015 Fund 25 | 10.49 | 10.18 |
| SSgA Target Retirement 2015 Fund Class I | 10.01 | 9.31 |
| SSgA Target Retirement 2015 NL Ser A | 0.00 | 9.29 |
| SSgA Target Retirement 2015 SL Fd Cl II | 0.00 | 9.17 |
| SSgA Target Retirement 2015 NL Ser C | 0.00 | 9.13 |
| Principal Trust Target 2015 Z | 0.00 | 8.97 |
| Principal Trust Target 2015 I | 0.00 | 8.89 |
| SSgA Target Retirement 2015 SL Fd Cl III | 0.00 | 8.89 |
| SSgA Target Retirement 2015 NL Ser D | 0.00 | 8.86 |
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 | 8.52 |
| Putnam Retirement Advantage 2020: I | 0.00 | 8.33 |
| Putnam Retirement Advantage 2020: II | 0.00 | 8.26 |
| JPMCB SmartRetirement 2020 Fund CF-B | 0.00 | 8.02 |
| Putnam Retirement Advantage 2020:III | 0.00 | 8.01 |
| First Trust-Target Date Fund 2020, R2 | 13.17 | 7.99 |
| JPMCB SmartRetirement 2020 Fund Inst | 0.00 | 7.98 |
| JPMCB SmartRetirement 2020 Fund-C | 0.00 | 7.88 |
| Putnam Retirement Advantage 2020: IV | 0.00 | 7.84 |
| JPMCB SmartRetirement 2020 Fund-C10 | 0.00 | 7.77 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2016-2020 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepath 2020 Fund 20 | 11.06 | 10.80 |
| Callan Glidepath 2020 Fund 25 | 11.10 | 10.79 |
| SSgA Target Retirement 2020 Fund Class I | 11.11 | 10.43 |
| SSgA Target Retirement 2020 NL Ser A | 0.00 | 10.39 |
| SSgA Target Retirement 2020 SL Fd Cl II | 0.00 | 10.28 |
| SSgA Target Retirement 2020 NL Ser C | 0.00 | 10.24 |
| SSgA Target Retirement 2020 SL Fd Cl III | 0.00 | 9.99 |
| SSgA Target Retirement 2020 NL Ser D | 0.00 | 9.96 |
| SSgA Target Retirement 2020 SL Ser VI | 0.00 | 9.96 |
| Principal Trust Target 2020 Z | 0.00 | 9.72 |
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 | 9.79 |
| Putnam Retirement Advantage 2025: II | 0.00 | 9.71 |
| Putnam Retirement Advantage 2025:III | 0.00 | 9.49 |
| Putnam Retirement Advantage 2025: IV | 0.00 | 9.32 |
| JPMCB SmartRetirement 2025 Fund CF-B | 0.00 | 8.56 |
| JPMCB SmartRetirement 2025 Fund Inst | 0.00 | 8.51 |
| JPMCB SmartRetirement 2025 Fund-C | 0.00 | 8.47 |
| JPMCB SmartRetirement 2025 Fund-C10 | 0.00 | 8.34 |
| JPMCB SmartRetirement 2025 Fund-C20 | 0.00 | 8.22 |
| JPMCB SmartRetirement 2025 Fund C35 | 0.00 | 8.07 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2021-2025 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepath 2025 Fund 20 | 11.44 | 11.19 |
| Callan Glidepath 2025 Fund 25 | 11.43 | 11.12 |
| SSgA Target Retirement 2025 Fund Class I | 11.75 | 11.05 |
| SSgA Target Retirement 2025 NL Ser A | 0.00 | 11.01 |
| SSgA Target Retirement 2025 SL Fd Cl II | 0.00 | 10.90 |
| SSgA Target Retirement 2025 NL Ser C | 0.00 | 10.85 |
| SSgA Target Retirement 2025 SL Fd Cl III | 0.00 | 10.62 |
| SSgA Target Retirement 2025 NL Ser D | 0.00 | 10.57 |
| SSgA Target Retirement 2025 SL Ser VI | 0.00 | 10.57 |
| JPMCB SmartRetirement 2025 Fund-C | 0.00 | 10.33 |
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 | 10.22 |
| Putnam Retirement Advantage 2030: II | 0.00 | 10.15 |
| Putnam Retirement Advantage 2030:III | 0.00 | 9.95 |
| Putnam Retirement Advantage 2030: IV | 0.00 | 9.78 |
| JPMCB SmartRetirement 2030 Fund CF-B | 0.00 | 9.23 |
| JPMCB SmartRetirement 2030 Fund Inst | 0.00 | 9.23 |
| First Trust-Target Date Fund 2030, R1 | 15.41 | 9.15 |
| JPMCB SmartRetirement 2030 Fund-C | 0.00 | 9.13 |
| JPMCB SmartRetirement 2030 Fund-C10 | 0.00 | 9.08 |
| JPMCB SmartRetirement 2030 Fund-C20 | 0.00 | 8.93 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2026-2030 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepath 2030 Fund 20 | 11.82 | 11.56 |
| Callan Glidepath 2030 Fund 25 | 11.85 | 11.54 |
| SSgA Target Retirement 2030 Fund Class I | 12.19 | 11.38 |
| SSgA Target Retirement 2030 NL Ser A | 0.00 | 11.34 |
| SSgA Target Retirement 2030 SL Fd Cl II | 0.00 | 11.22 |
| SSgA Target Retirement 2030 NL Ser C | 0.00 | 11.19 |
| SSgA Target Retirement 2030 SL Fd Cl III | 0.00 | 10.95 |
| Putnam Retirement Advantage 2030: I | 0.00 | 10.92 |
| SSgA Target Retirement 2030 NL Ser D | 0.00 | 10.91 |
| SSgA Target Retirement 2030 SL Ser VI | 0.00 | 10.91 |
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 | 10.67 |
| Putnam Retirement Advantage 2035: II | 11.23 | 10.58 |
| Putnam Retirement Advantage 2035:III | 0.00 | 10.40 |
| Putnam Retirement Advantage 2035: IV | 0.00 | 10.24 |
| JPMCB SmartRetirement 2035 Fund CF-B | 0.00 | 9.35 |
| JPMCB SmartRetirement 2035 Fund Inst | 0.00 | 9.25 |
| JPMCB SmartRetirement 2035 Fund-C | 0.00 | 9.14 |
| JPMCB SmartRetirement 2035 Fund-C10 | 0.00 | 9.07 |
| JPMCB SmartRetirement 2035 Fund-C20 | 0.00 | 8.94 |
| JPMCB SmartRetirement 2035 Fund C35 | 0.00 | 8.79 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2031-2035 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepath 2035 Fund 20 | 11.94 | 11.68 |
| Callan Glidepath 2035 Fund 25 | 11.94 | 11.62 |
| Putnam Retirement Advantage 2035: I | 0.00 | 11.52 |
| SSgA Target Retirement 2035 Fund Class I | 12.30 | 11.38 |
| SSgA Target Retirement 2035 NL Ser A | 0.00 | 11.32 |
| SSgA Target Retirement 2035 SL Fd Cl II | 0.00 | 11.20 |
| SSgA Target Retirement 2035 NL Ser C | 0.00 | 11.16 |
| Putnam Retirement Advantage 2035: IV | 0.00 | 11.08 |
| JPMCB SmartRetirement 2035 Fund-C | 0.00 | 11.05 |
| Principal Trust Target 2035 Z | 0.00 | 11.05 |
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 | 11.13 |
| Putnam Retirement Advantage 2040: II | 11.63 | 10.94 |
| Putnam Retirement Advantage 2040:III | 0.00 | 10.78 |
| Putnam Retirement Advantage 2040: IV | 0.00 | 10.70 |
| JPMCB SmartRetirement 2040 Fund-Invstmt | 0.00 | 10.15 |
| JPMCB SmartRetirement 2040 Fund CF-B | 0.00 | 9.46 |
| JPMCB SmartRetirement 2040 Fund Inst | 0.00 | 9.39 |
| JPMCB SmartRetirement 2040 Fund-C | 0.00 | 9.36 |
| JPMCB SmartRetirement 2040 Fund-C10 | 0.00 | 9.20 |
| First Trust-Target Date Fund 2040, R1 | 16.90 | 9.10 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2036-2040 | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB SmartRetirement 2040 Fund-Invstmt | 0.00 | 12.14 |
| Putnam Retirement Advantage 2040: I | 0.00 | 12.02 |
| Callan Glidepath 2040 Fund 20 | 11.95 | 11.68 |
| Callan Glidepath 2040 Fund 25 | 11.97 | 11.64 |
| Putnam Retirement Advantage 2040: IV | 0.00 | 11.57 |
| SSgA Target Retirement 2040 Fund Class I | 16.37 | 11.45 |
| SSgA Target Retirement 2040 NL Ser A | 0.00 | 11.39 |
| Principal Trust Target 2040 Z | 0.00 | 11.38 |
| JPMCB SmartRetirement 2040 Fund-C | 0.00 | 11.31 |
| Principal Trust Target 2040 I | 0.00 | 11.31 |
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 | 11.43 |
| Putnam Retirement Advantage 2045: II | 0.00 | 11.35 |
| Putnam Retirement Advantage 2045:III | 0.00 | 11.09 |
| Putnam Retirement Advantage 2045: IV | 0.00 | 11.01 |
| American Century Retirement Date 2045 L | 0.00 | 9.51 |
| JPMCB SmartRetirement 2045 Fund CF-B | 0.00 | 9.40 |
| JPMCB SmartRetirement 2045 Fund Inst | 0.00 | 9.36 |
| JPMCB SmartRetirement 2045 Fund-C | 0.00 | 9.33 |
| JPMCB SmartRetirement 2045 Fund-C10 | 0.00 | 9.16 |
| Voya Target Solution 2045 Trust | 9.67 | 9.14 |
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 | 12.46 |
| Putnam Retirement Advantage 2045: IV | 0.00 | 12.02 |
| Callan Glidepath 2045 Fund 20 | 11.96 | 11.69 |
| Callan Glidepath 2045 Fund 25 | 11.97 | 11.65 |
| Principal Trust Target 2045 Z | 0.00 | 11.63 |
| Principal Trust Target 2045 I | 0.00 | 11.59 |
| Principal Trust Target 2045 I10 | 0.00 | 11.49 |
| SSgA Target Retirement 2045 Fund Class I | 12.41 | 11.46 |
| SSgA Target Retirement 2045 NL Ser A | 0.00 | 11.41 |
| Comerica Destination Fund 2045 Instl Cl | 11.37 | 11.37 |
Source: Morningstar Separate Account/CIT Fund Database
| Retirement Income | 1 year gross return | 1 year net return |
|---|---|---|
| Voya Target Solution Income Trust | 7.27 | 6.75 |
| Putnam Retirement Maturity Fund: I | 0.00 | 6.50 |
| Putnam Retirement Maturity Fund: II | 6.99 | 6.32 |
| Putnam Retirement Maturity Fund: III | 0.00 | 6.21 |
| Putnam Retirement Maturity Fund: IV | 0.00 | 6.13 |
| Sage Target Date Retirement Income R1 | 0.00 | 6.05 |
| Vanguard Target Retire Trust Plus Income | 0.00 | 5.88 |
| The Vanguard Target Retire Inc Trust I | 0.00 | 5.86 |
| The Vanguard Target Retire Incm Trust II | 0.00 | 5.80 |
| JPMCB SmartRetirement Income Fund Inst | 0.00 | 5.76 |
Source: Morningstar Separate Account/CIT Fund Database
| Retirement Income | 5 year gross return | 5 year net return |
|---|---|---|
| Putnam Retirement Maturity Fund: I | 0.00 | 7.90 |
| JPMCB SmartRetirement Income-C | 0.00 | 7.50 |
| Putnam Retirement Maturity Fund: IV | 0.00 | 7.46 |
| JPMCB SmartRetirement Income-C10 | 0.00 | 7.39 |
| JPMCB SmartRetirement Income-C20 | 0.00 | 7.29 |
| 401(k) Roadmap R5 | 0.00 | 7.12 |
| BlackRock LifePathˆ® Index Retire F | 0.00 | 6.89 |
| JPMCB SmartRetirement Pasv Blnd Inc-C20 | 0.00 | 6.83 |
| The Vanguard Target Retire Inc Trust I | 0.00 | 6.80 |
| Russell Retirement | 0.00 | 6.79 |
