| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Lafayette Advs U.S. Equity A | 0.00 | 5.85 |
| Lafayette Advs U.S. Equity C | 0.00 | 5.54 |
| SSgA NASDAQ 100 Index Fund - Class A | 27.48 | 4.43 |
| SSgA NASDAQ 100 Index Fund - Class C | 27.46 | 4.39 |
| Pyramis Quantitative Large Cap Core Pool | 4.43 | 3.70 |
| First Midwest Trust Co. EB Eq CF | 1.88 | 1.88 |
| BlackRock Active Stock F | 0.00 | 1.87 |
| WTFSC Large Cap Core Portfolio Cl 0 | 1.21 | 1.02 |
| PanAgora US LgCp Stk Selector CF - I | 0.00 | 0.82 |
| Columbia Trust Contrarian Core | 0.59 | 0.58 |
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 | 17.31 |
| SSgA NASDAQ 100 Index Fund - Class C | 19.97 | 17.25 |
| BlackRock Active Stock F | 0.00 | 15.16 |
| JPMCB Intrepid America Fund Inv | 0.00 | 14.86 |
| JPMCB U.S. Active Core Equity Inv | 0.00 | 14.39 |
| JPMCB U.S. Analyst Inv | 0.00 | 14.06 |
| Amalgamated Bank LongView LC Qtv VEBA Fd | 14.36 | 14.02 |
| Pyramis Quantitative Large Cap Core Pool | 14.80 | 14.01 |
| Wells Fargo Enhanced Stock Mkt CIT N | 0.00 | 13.78 |
| JPMCB U.S. Dynamic Plus Inv | 0.00 | 13.70 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Pyramis Small/Mid Cap Core Pool | 8.27 | 7.64 |
| Transamerica Partners Mid Value - CTF | 0.00 | 4.53 |
| JPMCB Mid Cap Core Inv | 0.00 | 3.93 |
| Amalgamated Bank Longview Qnt Mid Cap CF | 4.40 | 3.83 |
| Champlain Mid Cap Collective Fund 4 | 0.00 | 1.88 |
| LMCG MidCap Core Collective Fund | 0.00 | 1.78 |
| BlackRock Mid-Cap Equity Index F | 0.00 | 1.49 |
| Wells Fargo/BlackRock S&P MidCap Idx F | 1.46 | 1.46 |
| BlackRock Mid Cap Equity Index Fund Cl 0 | 1.49 | 1.46 |
| SSgA S&P MidCap Index Fund - Class I | 11.87 | 1.44 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Amalgamated Bank Longview Qnt Mid Cap CF | 16.01 | 15.38 |
| Pyramis Small/Mid Cap Core Pool | 15.34 | 14.62 |
| Transamerica Partners Mid Value - CTF | 0.00 | 14.51 |
| BNY Mellon EB DL Mid Cap Stk Index | 13.88 | 13.83 |
| BNY Mellon EB DL Mid Cap Stk Index UC2 | 13.88 | 13.80 |
| LMCG MidCap Core Collective Fund | 0.00 | 13.60 |
| FMT/Vanguard Midcap Index R1 | 0.00 | 13.19 |
| Comerica MidCap 400 Inst | 13.14 | 13.14 |
| BlackRock Extended Equity Market F | 0.00 | 13.05 |
| BlackRock Mid-Cap Equity Index F | 0.00 | 13.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Pyramis Small Capitalization Core CIT D | 10.89 | 10.09 |
| Rothschild U.S. Small/Mid-Cap Core Cl 2 | 0.00 | 6.55 |
| WTFSC Small Comp Diversified Value Cl 0 | 6.17 | 5.94 |
| WTFSC Small Comp Diversified Value Cl 45 | 6.15 | 4.91 |
| SSgA Enhanced U.S. Sm Cap Blend SL Cl I | 0.00 | 4.84 |
| WTFSC Small Comp Diversified Value Cl 60 | 6.19 | 4.79 |
| Voya Small Cap Core Trust | 5.15 | 4.36 |
| FMT Small Cap Value R1 | 0.00 | 4.24 |
| Comerica SmallCap 600 Inst | 3.82 | 3.82 |
| JPMCB U.S. QDV Small Cap Core Equity Inv | 0.00 | 3.81 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock Russell 2000 Alpha Tilts Fd A | 16.18 | 16.18 |
| SSgA Enhanced U.S. Sm Cap Blend SL Cl I | 0.00 | 14.98 |
| WTFSC Small Comp Diversified Value Cl 0 | 14.74 | 14.57 |
| JENNISON U.S. SMALL CAP EQUITY FUND 1 | 0.00 | 14.42 |
| Wellington CIF II Small Cap Opps | 15.34 | 14.39 |
| JPMCB U.S. QDV Small Cap Core Equity Inv | 0.00 | 14.27 |
| Comerica SmallCap 600 Inst | 14.11 | 14.11 |
| SMA Small Company 600 Index Fund | 5.15 | 13.98 |
| Comerica SmallCap 600 A | 14.06 | 13.90 |
| BNY Mellon EB DL Small Cap Core | 14.57 | 13.79 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| TCW Concentrated Core Fund, Class B | 0.00 | 7.88 |
| JENNISON GROWTH EQUITY FUND 1 | 0.00 | 6.65 |
| Schwab Instl Lrg Cap Growth Tr Fd-Instl | 7.20 | 6.62 |
| Wellington CIF II Growth S1 | 7.23 | 6.60 |
| JPMCB Large Cap Growth Inv | 0.00 | 5.81 |
| JENNISON GROWTH EQUITY FUND 3 | 0.00 | 5.75 |
| Wells Fargo/TRP Inst Lg-Cap Gr Mgd F | 5.70 | 5.70 |
| FMT/Harbor Capital Appreciation R1 | 0.00 | 5.65 |
| Wells Fargo/TRP Inst Lg-Cap Gr Mgd N | 0.00 | 5.62 |
| JPMCB Large Cap Growth Fund-CF | 0.00 | 5.29 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| JENNISON GROWTH EQUITY FUND 1 | 0.00 | 15.76 |
| Wellington CIF US Research Equity | 16.06 | 15.37 |
| Wellington CIF II Large Cap Research S1 | 15.78 | 15.14 |
| FMT Large Cap Focus Growth R1 | 0.00 | 15.07 |
| FMT Large Cap Opportunities R1 | 0.00 | 14.94 |
| JENNISON GROWTH EQUITY FUND 3 | 0.00 | 14.78 |
| Comerica LargeCap Growth | 14.71 | 14.70 |
| FMT/Harbor Capital Appreciation R1 | 0.00 | 14.67 |
| BlackRock Equity Growth Non-Lendable F | 0.00 | 14.67 |
| BlackRock Russell 1000ˆ® Growth F | 0.00 | 14.55 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| William Blair Small-Mid Cap Growth | 0.00 | 10.81 |
| Delaware SMID Cap Growth Trust | 0.00 | 10.62 |
| FMT/T. Rowe Price Mid-Cap Growth R1 | 0.00 | 9.67 |
| Columbia Trust Sm/Mid Cap Growth Fund | 7.03 | 7.03 |
| Columbia Trust Sm/Mid Cap Growth Fund A | 7.00 | 6.15 |
| MIZAN All Equity Moderate Alloc Fd R1 | 0.00 | 5.81 |
| WTFSC Mid-Cap Growth Portfolio Cl 0 | 5.39 | 5.22 |
| American Century US Opp Mid Cp Gr Eq N | 0.00 | 4.93 |
| WTFSC Mid-Cap Growth Portfolio Cl R | 5.35 | 4.64 |
| CCI SMID Cap Growth Equity Fund | 5.36 | 4.47 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 5 year gross return | 5 year net return |
|---|---|---|
| MIZAN All Equity Moderate Alloc Fd R1 | 0.00 | 14.95 |
| FMT/T. Rowe Price Mid-Cap Growth R1 | 0.00 | 14.62 |
| Wellington CIF II Mid Cap Opportunity S2 | 14.34 | 13.79 |
| Wellington CIF II Mid Cap Opportunity S1 | 14.34 | 13.61 |
| FMT Mid Cap Growth R1 | 0.00 | 13.59 |
| Champlain Mid Cap Fund, LLC | 14.16 | 13.21 |
| WTFSC Mid-Cap Growth Portfolio Cl 0 | 12.86 | 12.75 |
| Voya Mid Cap Growth Trust | 13.15 | 12.36 |
| FMT/iShares Russell MidCap Growth Idx R1 | 0.00 | 12.22 |
| Transamerica Partners Mid Growth - CTF | 0.00 | 12.15 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Hillsdale US Performance Equity Fund | 8.83 | 8.03 |
| Frontegra Small Cap Core Fund | 5.73 | 5.05 |
| Eaton Vance Small Cap Core Eq CIT | 5.98 | 4.97 |
| FMT SMID Diversified Growth R1 | 0.00 | 4.50 |
| SSgA Russell Small Cap Growth Idx Cl A | 3.77 | 4.11 |
| SSgA Russell Small Cap Gr Idx - Class C | -1.45 | 4.04 |
| BlackRock Russell 2000ˆ® Growth F | 0.00 | 4.02 |
| BlackRock Russell 2000 Growth Index Fd 6 | 3.96 | 3.84 |
| BlackRock Russell 2000 Growth Index Fd 8 | 3.97 | 3.82 |
| FMT/iShares Russell 2000 Growth Index R1 | 0.00 | 3.76 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Hillsdale US Performance Equity Fund | 16.55 | 14.85 |
| FMT Small Cap Diversified Equity R1 | 0.00 | 14.84 |
| WTFSC Small Company Growth Port Cl 0 | 14.16 | 14.06 |
| BlackRock Russell 2000ˆ® Growth F | 0.00 | 13.54 |
| BlackRock Russell 2000 Growth Index Fd 8 | 13.50 | 13.37 |
| BlackRock Russell 2000 Growth Index Fd 6 | 13.48 | 13.34 |
| BlackRock Russell 2000 Growth Idx Fd 31 | 13.68 | 13.29 |
| FMT SMID Diversified Growth R1 | 0.00 | 13.26 |
| WTFSC Small Company Growth Port Cl 15 | 14.13 | 13.26 |
| SSgA Russell Small Cap Growth Idx Cl A | 0.00 | 13.23 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Benefit Meritage Value Eq Fund Cl H | 1.51 | 0.55 |
| American Century US Value Yield Eq Tr 2 | 0.00 | 0.11 |
| SMA Moderate Blend Fund | 8.09 | -0.07 |
| Wells Fargo/MFS Value F | -0.08 | -0.08 |
| MFSˆ® Large Cap Value CIT | 0.00 | -0.10 |
| American Century US Value Yield Eq Tr 1 | 0.00 | -0.11 |
| JPMCB U.S. Active Value Fund Inv | 0.00 | -0.12 |
| Wells Fargo/MFS Value N | 0.00 | -0.16 |
| MFSˆ® Large Cap Value CL 4 | 0.00 | -0.21 |
| Wells Fargo/MFS Value N25 | 0.00 | -0.34 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| Transamerica Partners Large Core - CTF | 0.00 | 15.63 |
| JPMCB U.S. All Cap Value Inv | 0.00 | 14.69 |
| SSgA Active U.S. Large Cap Blend NL Cl A | 15.80 | 14.58 |
| Transamerica Partners Large Value - CTF | 0.00 | 14.21 |
| Wellington CIF II Research Value | 14.42 | 13.86 |
| JPMCB U.S. Active Value Fund Inv | 0.00 | 13.30 |
| Boston Partners Large Cap Value Equity F | 0.00 | 13.20 |
| Boston Partners Large Cap Value Equity E | 0.00 | 13.20 |
| FMT/DFA U.S. Large Cap Value R1 | 0.00 | 13.19 |
| FMT/DFA U.S. Large Cap Value III R1 | 0.00 | 13.12 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 1 year gross return | 1 year net return |
|---|---|---|
| Victory Mid Cap Value Collective Fd 80-F | 0.00 | 6.00 |
| WEDGE Mid Cap Value INSTL | 0.00 | 1.61 |
| American Century US Mid Cp Val Eq N | 0.00 | 1.37 |
| American Century US Mid Cap Value Eq Tr | 0.00 | 0.39 |
| WTFSC Mid Cap Fundamental Val Port Cl 0 | 0.54 | 0.38 |
| FMT/American Century Mid Cap Value R1 | 0.00 | 0.13 |
| WTFSC Mid Cap Fundamental Val Port Cl R | 0.39 | -0.24 |
| WTFSC Mid-Cap Fundamental Val Port Cl 15 | 0.42 | -0.39 |
| WTFSC Mid-Cap Fundamental Value 45 | 0.00 | -0.70 |
| WTFSC Mid Cap Fundamental Val Port Cl 60 | 0.43 | -0.82 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 5 year gross return | 5 year net return |
|---|---|---|
| American Century US Mid Cap Value Eq Tr | 0.00 | 13.23 |
| WTFSC Mid Cap Fundamental Val Port Cl 0 | 12.87 | 12.76 |
| FMT/iShares Russell Mid-Cap Value Idx R1 | 0.00 | 12.58 |
| FMT/Vanguard Selected Value R1 | 0.00 | 12.22 |
| FMT/DFA U.S. Vector Equity R1 | 0.00 | 12.09 |
| WTFSC Mid-Cap Fundamental Val Port Cl 15 | 12.85 | 11.96 |
| VT Vantagepoint Select Value R5 | 0.00 | 11.49 |
| VT Vantagepoint Select Value R3 | 0.00 | 11.15 |
| VT Vantagepoint Select Value R1 | 0.00 | 10.87 |
| StarCore Global Value Fundˆ® | 9.11 | 9.11 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| Victory Small Cap Value Collective 85 | 0.00 | 5.87 |
| Victory Small Cap Value Collective Fund | 6.78 | 5.67 |
| Wellington CIF II Small Cap Value S1 | 6.24 | 5.39 |
| Brandywine Diversified Small Cap GT | 4.76 | 3.93 |
| American Century US Small Cap Val Eq Tr | 0.00 | 3.55 |
| Brandywine Diversified Sm Cap Select BIT | 4.28 | 3.45 |
| FMT/American Beacon Small Cap Value R1 | 0.00 | -0.18 |
| BlackRock Russell 2000ˆ® Value F | 0.00 | -1.39 |
| BlackRock Russell 2000 Value Index Fd 6 | -1.36 | -1.47 |
| BlackRock Russell 2000 Value Index Fd 8 | -1.36 | -1.50 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Brandywine Diversified Small Cap GT | 14.34 | 13.44 |
| Victory Small Cap Value Collective Fund | 13.50 | 12.34 |
| Invesco US Quantitative Sm Value Trust | 13.13 | 12.29 |
| FMT/DFA U.S. Targeted Value R1 | 0.00 | 11.91 |
| FMT/DFA U.S. Small Cap Value R1 | 0.00 | 11.89 |
| FMT/American Beacon Small Cap Value R1 | 0.00 | 11.62 |
| WTFSC Small Company Value Portfolio Cl 0 | 11.23 | 11.11 |
| WTFSC Small Company Value Port Cl 15 | 11.18 | 10.29 |
| SSgA Russell Small Capˆ® Value Idx NL A | 0.00 | 10.21 |
| SSgA Russell Small Cap Val Idx - Class C | 0.00 | 10.16 |
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 | 4.47 |
| Associated Banc Corp Stock Fund | 3.01 | 3.01 |
Source: Morningstar Separate Account/CIT Fund Database
| Financial | 5 year gross return | 5 year net return |
|---|---|---|
| Associated Banc Corp Stock Fund | 6.89 | 6.89 |
| 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 | 16.52 |
| FMT/SPDR Health Care Sector R1 | 0.00 | 4.48 |
Source: Morningstar Separate Account/CIT Fund Database
| Health | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/SPDR Health Care Sector R1 | 0.00 | 17.65 |
| 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 | -32.56 |
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 | -6.14 |
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 | -25.55 |
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 | -17.25 |
Source: Morningstar Separate Account/CIT Fund Database
| Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| JPMCB Divers Commercial Property-C | 0.00 | 13.90 |
| American Core Realty Fund, LP | 13.96 | 12.85 |
| Cohen & Steers U.S. Realty CIT | 0.00 | 12.66 |
| WTFSC Total Return REIT Portfolio Cl 0 | 12.36 | 12.17 |
| Virtus Real Estate Securities | 0.00 | 12.14 |
| JPMCB U.S. Real Estate Securities Inv | 0.00 | 11.84 |
| SSgA REIT Index NL Series Fund Cl A | 0.00 | 11.71 |
| SSgA/Tuckerman REIT Index NL Ser C | 0.00 | 11.65 |
| AEW Real Estate Securities Divers Trust | 0.00 | 11.47 |
| WTFSC Total Return REIT Portfolio Cl 45 | 12.53 | 11.33 |
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 | 13.05 |
| WTFSC Total Return REIT Portfolio Cl 0 | 12.97 | 12.82 |
| SSgA REIT Index NL Series Fund Cl A | 0.00 | 12.21 |
| American Core Realty Fund, LP | 13.25 | 12.15 |
| SSgA/Tuckerman REIT Index NL Ser C | 0.00 | 12.12 |
| AEW Real Estate Securities Divers Trust | 0.00 | 12.06 |
| FMT/Nuveen Real Estate Securities R1 | 0.00 | 11.61 |
| FMT/DFA Real Estate Securities R1 | 0.00 | 11.58 |
| Diversified Real Estate Fund U | 0.00 | 11.53 |
| Invesco US REITs Trust | 11.99 | 11.15 |
Source: Morningstar Separate Account/CIT Fund Database
| Technology | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/SPDR Technology Sector R1 | 0.00 | 0.42 |
Source: Morningstar Separate Account/CIT Fund Database
| Technology | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/SPDR Technology Sector R1 | 0.00 | 12.46 |
Source: Morningstar Separate Account/CIT Fund Database
| Equity Energy | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/SPDR Energy Sector R1 | 0.00 | -30.34 |
Source: Morningstar Separate Account/CIT Fund Database
| Equity Energy | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/SPDR Energy Sector R1 | 0.00 | 3.33 |
Source: Morningstar Separate Account/CIT Fund Database
| Aggressive Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| Pentegra Advtg Agrsv Asst Allc 0 | 0.00 | 0.89 |
| Transamerica Long Horizon - CTF | 0.00 | 0.53 |
| WTFSC Strategic Balanced Portfolio Cl 0 | 0.22 | 0.04 |
| Sage Growth R1 | 0.00 | -0.76 |
| WTFSC Strategic Balanced Portfolio Cl 45 | 0.11 | -1.04 |
| SSgA Aggr Strat Bal Sec Lending | 0.00 | -1.11 |
| Alerus Moderate Growth Direct | -1.24 | -1.24 |
| Alerus Moderate Growth Institutional | -1.25 | -1.43 |
| Associated Conservative Growth LifeStage | -1.56 | -1.56 |
| FACETS Lifestyle Aggressive Fund R6 | 0.00 | -1.57 |
Source: Morningstar Separate Account/CIT Fund Database
| Aggressive Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Transamerica Long Horizon - CTF | 0.00 | 10.41 |
| WTFSC Strategic Balanced Portfolio Cl 0 | 9.91 | 9.80 |
| Associated ASAP2 Conserv Growth Strat | 8.82 | 8.82 |
| Associated Conservative Growth LifeStage | 8.81 | 8.81 |
| Associated ASAP Conservative Gr Strat | 8.79 | 8.79 |
| MAP Aggressive Growth Fund | 0.00 | 8.43 |
| StarCore III Fundˆ® | 0.00 | 8.42 |
| MAP Growth Fund | 0.00 | 7.81 |
| VT Vantagepoint MP Lng-Trm Gr R5 | 0.00 | 7.67 |
| VT Vantagepoint MP Lng-Trm Gr R3 | 0.00 | 7.34 |
Source: Morningstar Separate Account/CIT Fund Database
| Bank Loan | 1 year gross return | 1 year net return |
|---|---|---|
| Credit Suisse Floating Rate Trust 0IM | 3.22 | 3.05 |
| Credit Suisse Floating Rate Trust 15 | 3.32 | 2.99 |
| Credit Suisse Floating Rate Trust 45 | 3.22 | 2.58 |
| Voya Senior Loan Trust | 2.91 | 2.45 |
| Prudential Bank Loan Fund 1 | 0.00 | 2.30 |
| Prudential Bank Loan Fund 2 | 0.00 | 1.74 |
| Prudential Bank Loan Fund 3 | 0.00 | 1.64 |
| JPMCB Floating Rate Income Inv | 0.00 | 0.00 |
| Shenkman Capital Mgt High Yld Bank Loan | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Bank Loan | 5 year gross return | 5 year net return |
|---|---|---|
| Prudential Bank Loan Fund 1 | 0.00 | 5.25 |
| Prudential Bank Loan Fund 2 | 0.00 | 4.68 |
| Voya Senior Loan Trust | 5.57 | 4.67 |
| Prudential Bank Loan Fund 3 | 0.00 | 4.57 |
| 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 |
| Shenkman Capital Mgt High Yld Bank Loan | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| Victory Small Cap Value Collective 85 | 0.00 | 5.87 |
| Victory Small Cap Value Collective Fund | 6.78 | 5.67 |
| Wellington CIF II Small Cap Value S1 | 6.24 | 5.39 |
| Brandywine Diversified Small Cap GT | 4.76 | 3.93 |
| American Century US Small Cap Val Eq Tr | 0.00 | 3.55 |
| Brandywine Diversified Sm Cap Select BIT | 4.28 | 3.45 |
| FMT/American Beacon Small Cap Value R1 | 0.00 | -0.18 |
| BlackRock Russell 2000ˆ® Value F | 0.00 | -1.39 |
| BlackRock Russell 2000 Value Index Fd 6 | -1.36 | -1.47 |
| BlackRock Russell 2000 Value Index Fd 8 | -1.36 | -1.50 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Brandywine Diversified Small Cap GT | 14.34 | 13.44 |
| Victory Small Cap Value Collective Fund | 13.50 | 12.34 |
| Invesco US Quantitative Sm Value Trust | 13.13 | 12.29 |
| FMT/DFA U.S. Targeted Value R1 | 0.00 | 11.91 |
| FMT/DFA U.S. Small Cap Value R1 | 0.00 | 11.89 |
| FMT/American Beacon Small Cap Value R1 | 0.00 | 11.62 |
| WTFSC Small Company Value Portfolio Cl 0 | 11.23 | 11.11 |
| WTFSC Small Company Value Port Cl 15 | 11.18 | 10.29 |
| SSgA Russell Small Capˆ® Value Idx NL A | 0.00 | 10.21 |
| SSgA Russell Small Cap Val Idx - Class C | 0.00 | 10.16 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 1 year gross return | 1 year net return |
|---|---|---|
| Victory Mid Cap Value Collective Fd 80-F | 0.00 | 6.00 |
| WEDGE Mid Cap Value INSTL | 0.00 | 1.61 |
| American Century US Mid Cp Val Eq N | 0.00 | 1.37 |
| American Century US Mid Cap Value Eq Tr | 0.00 | 0.39 |
| WTFSC Mid Cap Fundamental Val Port Cl 0 | 0.54 | 0.38 |
| FMT/American Century Mid Cap Value R1 | 0.00 | 0.13 |
| WTFSC Mid Cap Fundamental Val Port Cl R | 0.39 | -0.24 |
| WTFSC Mid-Cap Fundamental Val Port Cl 15 | 0.42 | -0.39 |
| WTFSC Mid-Cap Fundamental Value 45 | 0.00 | -0.70 |
| WTFSC Mid Cap Fundamental Val Port Cl 60 | 0.43 | -0.82 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 5 year gross return | 5 year net return |
|---|---|---|
| American Century US Mid Cap Value Eq Tr | 0.00 | 13.23 |
| WTFSC Mid Cap Fundamental Val Port Cl 0 | 12.87 | 12.76 |
| FMT/iShares Russell Mid-Cap Value Idx R1 | 0.00 | 12.58 |
| FMT/Vanguard Selected Value R1 | 0.00 | 12.22 |
| FMT/DFA U.S. Vector Equity R1 | 0.00 | 12.09 |
| WTFSC Mid-Cap Fundamental Val Port Cl 15 | 12.85 | 11.96 |
| VT Vantagepoint Select Value R5 | 0.00 | 11.49 |
| VT Vantagepoint Select Value R3 | 0.00 | 11.15 |
| VT Vantagepoint Select Value R1 | 0.00 | 10.87 |
| StarCore Global Value Fundˆ® | 9.11 | 9.11 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Benefit Meritage Value Eq Fund Cl H | 1.51 | 0.55 |
| American Century US Value Yield Eq Tr 2 | 0.00 | 0.11 |
| SMA Moderate Blend Fund | 8.09 | -0.07 |
| Wells Fargo/MFS Value F | -0.08 | -0.08 |
| MFSˆ® Large Cap Value CIT | 0.00 | -0.10 |
| American Century US Value Yield Eq Tr 1 | 0.00 | -0.11 |
| JPMCB U.S. Active Value Fund Inv | 0.00 | -0.12 |
| Wells Fargo/MFS Value N | 0.00 | -0.16 |
| MFSˆ® Large Cap Value CL 4 | 0.00 | -0.21 |
| Wells Fargo/MFS Value N25 | 0.00 | -0.34 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| Transamerica Partners Large Core - CTF | 0.00 | 15.63 |
| JPMCB U.S. All Cap Value Inv | 0.00 | 14.69 |
| SSgA Active U.S. Large Cap Blend NL Cl A | 15.80 | 14.58 |
| Transamerica Partners Large Value - CTF | 0.00 | 14.21 |
| Wellington CIF II Research Value | 14.42 | 13.86 |
| JPMCB U.S. Active Value Fund Inv | 0.00 | 13.30 |
| Boston Partners Large Cap Value Equity F | 0.00 | 13.20 |
| Boston Partners Large Cap Value Equity E | 0.00 | 13.20 |
| FMT/DFA U.S. Large Cap Value R1 | 0.00 | 13.19 |
| FMT/DFA U.S. Large Cap Value III R1 | 0.00 | 13.12 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Hillsdale US Performance Equity Fund | 8.83 | 8.03 |
| Frontegra Small Cap Core Fund | 5.73 | 5.05 |
| Eaton Vance Small Cap Core Eq CIT | 5.98 | 4.97 |
| FMT SMID Diversified Growth R1 | 0.00 | 4.50 |
| SSgA Russell Small Cap Growth Idx Cl A | 3.77 | 4.11 |
| SSgA Russell Small Cap Gr Idx - Class C | -1.45 | 4.04 |
| BlackRock Russell 2000ˆ® Growth F | 0.00 | 4.02 |
| BlackRock Russell 2000 Growth Index Fd 6 | 3.96 | 3.84 |
| BlackRock Russell 2000 Growth Index Fd 8 | 3.97 | 3.82 |
| FMT/iShares Russell 2000 Growth Index R1 | 0.00 | 3.76 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Hillsdale US Performance Equity Fund | 16.55 | 14.85 |
| FMT Small Cap Diversified Equity R1 | 0.00 | 14.84 |
| WTFSC Small Company Growth Port Cl 0 | 14.16 | 14.06 |
| BlackRock Russell 2000ˆ® Growth F | 0.00 | 13.54 |
| BlackRock Russell 2000 Growth Index Fd 8 | 13.50 | 13.37 |
| BlackRock Russell 2000 Growth Index Fd 6 | 13.48 | 13.34 |
| BlackRock Russell 2000 Growth Idx Fd 31 | 13.68 | 13.29 |
| FMT SMID Diversified Growth R1 | 0.00 | 13.26 |
| WTFSC Small Company Growth Port Cl 15 | 14.13 | 13.26 |
| SSgA Russell Small Cap Growth Idx Cl A | 0.00 | 13.23 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| William Blair Small-Mid Cap Growth | 0.00 | 10.81 |
| Delaware SMID Cap Growth Trust | 0.00 | 10.62 |
| FMT/T. Rowe Price Mid-Cap Growth R1 | 0.00 | 9.67 |
| Columbia Trust Sm/Mid Cap Growth Fund | 7.03 | 7.03 |
| Columbia Trust Sm/Mid Cap Growth Fund A | 7.00 | 6.15 |
| MIZAN All Equity Moderate Alloc Fd R1 | 0.00 | 5.81 |
| WTFSC Mid-Cap Growth Portfolio Cl 0 | 5.39 | 5.22 |
| American Century US Opp Mid Cp Gr Eq N | 0.00 | 4.93 |
| WTFSC Mid-Cap Growth Portfolio Cl R | 5.35 | 4.64 |
| CCI SMID Cap Growth Equity Fund | 5.36 | 4.47 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 5 year gross return | 5 year net return |
|---|---|---|
| MIZAN All Equity Moderate Alloc Fd R1 | 0.00 | 14.95 |
| FMT/T. Rowe Price Mid-Cap Growth R1 | 0.00 | 14.62 |
| Wellington CIF II Mid Cap Opportunity S2 | 14.34 | 13.79 |
| Wellington CIF II Mid Cap Opportunity S1 | 14.34 | 13.61 |
| FMT Mid Cap Growth R1 | 0.00 | 13.59 |
| Champlain Mid Cap Fund, LLC | 14.16 | 13.21 |
| WTFSC Mid-Cap Growth Portfolio Cl 0 | 12.86 | 12.75 |
| Voya Mid Cap Growth Trust | 13.15 | 12.36 |
| FMT/iShares Russell MidCap Growth Idx R1 | 0.00 | 12.22 |
| Transamerica Partners Mid Growth - CTF | 0.00 | 12.15 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| TCW Concentrated Core Fund, Class B | 0.00 | 7.88 |
| JENNISON GROWTH EQUITY FUND 1 | 0.00 | 6.65 |
| Schwab Instl Lrg Cap Growth Tr Fd-Instl | 7.20 | 6.62 |
| Wellington CIF II Growth S1 | 7.23 | 6.60 |
| JPMCB Large Cap Growth Inv | 0.00 | 5.81 |
| JENNISON GROWTH EQUITY FUND 3 | 0.00 | 5.75 |
| Wells Fargo/TRP Inst Lg-Cap Gr Mgd F | 5.70 | 5.70 |
| FMT/Harbor Capital Appreciation R1 | 0.00 | 5.65 |
| Wells Fargo/TRP Inst Lg-Cap Gr Mgd N | 0.00 | 5.62 |
| JPMCB Large Cap Growth Fund-CF | 0.00 | 5.29 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| JENNISON GROWTH EQUITY FUND 1 | 0.00 | 15.76 |
| Wellington CIF US Research Equity | 16.06 | 15.37 |
| Wellington CIF II Large Cap Research S1 | 15.78 | 15.14 |
| FMT Large Cap Focus Growth R1 | 0.00 | 15.07 |
| FMT Large Cap Opportunities R1 | 0.00 | 14.94 |
| JENNISON GROWTH EQUITY FUND 3 | 0.00 | 14.78 |
| Comerica LargeCap Growth | 14.71 | 14.70 |
| FMT/Harbor Capital Appreciation R1 | 0.00 | 14.67 |
| BlackRock Equity Growth Non-Lendable F | 0.00 | 14.67 |
| BlackRock Russell 1000ˆ® Growth F | 0.00 | 14.55 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Pyramis Small Capitalization Core CIT D | 10.89 | 10.09 |
| Rothschild U.S. Small/Mid-Cap Core Cl 2 | 0.00 | 6.55 |
| WTFSC Small Comp Diversified Value Cl 0 | 6.17 | 5.94 |
| WTFSC Small Comp Diversified Value Cl 45 | 6.15 | 4.91 |
| SSgA Enhanced U.S. Sm Cap Blend SL Cl I | 0.00 | 4.84 |
| WTFSC Small Comp Diversified Value Cl 60 | 6.19 | 4.79 |
| Voya Small Cap Core Trust | 5.15 | 4.36 |
| FMT Small Cap Value R1 | 0.00 | 4.24 |
| Comerica SmallCap 600 Inst | 3.82 | 3.82 |
| JPMCB U.S. QDV Small Cap Core Equity Inv | 0.00 | 3.81 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock Russell 2000 Alpha Tilts Fd A | 16.18 | 16.18 |
| SSgA Enhanced U.S. Sm Cap Blend SL Cl I | 0.00 | 14.98 |
| WTFSC Small Comp Diversified Value Cl 0 | 14.74 | 14.57 |
| JENNISON U.S. SMALL CAP EQUITY FUND 1 | 0.00 | 14.42 |
| Wellington CIF II Small Cap Opps | 15.34 | 14.39 |
| JPMCB U.S. QDV Small Cap Core Equity Inv | 0.00 | 14.27 |
| Comerica SmallCap 600 Inst | 14.11 | 14.11 |
| SMA Small Company 600 Index Fund | 5.15 | 13.98 |
| Comerica SmallCap 600 A | 14.06 | 13.90 |
| BNY Mellon EB DL Small Cap Core | 14.57 | 13.79 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Pyramis Small/Mid Cap Core Pool | 8.27 | 7.64 |
| Transamerica Partners Mid Value - CTF | 0.00 | 4.53 |
| JPMCB Mid Cap Core Inv | 0.00 | 3.93 |
| Amalgamated Bank Longview Qnt Mid Cap CF | 4.40 | 3.83 |
| Champlain Mid Cap Collective Fund 4 | 0.00 | 1.88 |
| LMCG MidCap Core Collective Fund | 0.00 | 1.78 |
| BlackRock Mid-Cap Equity Index F | 0.00 | 1.49 |
| Wells Fargo/BlackRock S&P MidCap Idx F | 1.46 | 1.46 |
| BlackRock Mid Cap Equity Index Fund Cl 0 | 1.49 | 1.46 |
| SSgA S&P MidCap Index Fund - Class I | 11.87 | 1.44 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Amalgamated Bank Longview Qnt Mid Cap CF | 16.01 | 15.38 |
| Pyramis Small/Mid Cap Core Pool | 15.34 | 14.62 |
| Transamerica Partners Mid Value - CTF | 0.00 | 14.51 |
| BNY Mellon EB DL Mid Cap Stk Index | 13.88 | 13.83 |
| BNY Mellon EB DL Mid Cap Stk Index UC2 | 13.88 | 13.80 |
| LMCG MidCap Core Collective Fund | 0.00 | 13.60 |
| FMT/Vanguard Midcap Index R1 | 0.00 | 13.19 |
| Comerica MidCap 400 Inst | 13.14 | 13.14 |
| BlackRock Extended Equity Market F | 0.00 | 13.05 |
| BlackRock Mid-Cap Equity Index F | 0.00 | 13.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Lafayette Advs U.S. Equity A | 0.00 | 5.85 |
| Lafayette Advs U.S. Equity C | 0.00 | 5.54 |
| SSgA NASDAQ 100 Index Fund - Class A | 27.48 | 4.43 |
| SSgA NASDAQ 100 Index Fund - Class C | 27.46 | 4.39 |
| Pyramis Quantitative Large Cap Core Pool | 4.43 | 3.70 |
| First Midwest Trust Co. EB Eq CF | 1.88 | 1.88 |
| BlackRock Active Stock F | 0.00 | 1.87 |
| WTFSC Large Cap Core Portfolio Cl 0 | 1.21 | 1.02 |
| PanAgora US LgCp Stk Selector CF - I | 0.00 | 0.82 |
| Columbia Trust Contrarian Core | 0.59 | 0.58 |
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 | 17.31 |
| SSgA NASDAQ 100 Index Fund - Class C | 19.97 | 17.25 |
| BlackRock Active Stock F | 0.00 | 15.16 |
| JPMCB Intrepid America Fund Inv | 0.00 | 14.86 |
| JPMCB U.S. Active Core Equity Inv | 0.00 | 14.39 |
| JPMCB U.S. Analyst Inv | 0.00 | 14.06 |
| Amalgamated Bank LongView LC Qtv VEBA Fd | 14.36 | 14.02 |
| Pyramis Quantitative Large Cap Core Pool | 14.80 | 14.01 |
| Wells Fargo Enhanced Stock Mkt CIT N | 0.00 | 13.78 |
| JPMCB U.S. Dynamic Plus Inv | 0.00 | 13.70 |
Source: Morningstar Separate Account/CIT Fund Database
| Long/Short Equity | 1 year gross return | 1 year net return |
|---|---|---|
| QMA US MARKET PARTICIPATION STRATEGY 1 | 0.00 | -1.26 |
| QMA US MARKET PARTICIPATION STRATEGY 2 | 0.00 | -1.56 |
Source: Morningstar Separate Account/CIT Fund Database
| Long/Short Equity | 5 year gross return | 5 year net return |
|---|---|---|
| QMA US MARKET PARTICIPATION STRATEGY 1 | 0.00 | 0.00 |
| QMA US MARKET PARTICIPATION STRATEGY 2 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Leveraged Net Long | 1 year gross return | 1 year net return |
|---|---|---|
| Analytic Core Eq Plus (SP500) | 3.17 | 2.68 |
| JPMCB U.S. Active Core Plus Equity Inv | 0.00 | -0.43 |
| JPMCB U.S. Research Plus Fund Inv | 0.00 | -2.63 |
Source: Morningstar Separate Account/CIT Fund Database
| Leveraged Net Long | 5 year gross return | 5 year net return |
|---|---|---|
| Analytic Core Eq Plus (SP500) | 15.22 | 14.67 |
| JPMCB U.S. Active Core Plus Equity Inv | 0.00 | 14.40 |
| JPMCB U.S. Research Plus Fund Inv | 0.00 | 13.36 |
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 | 1.42 | 1.09 |
| Credit Suisse Lqd Alt Beta Idx Trst DC | 0.00 | 0.97 |
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 |
| Credit Suisse Lqd Alt Beta Idx Trst DC | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| World Stock | 1 year gross return | 1 year net return |
|---|---|---|
| Pyramis Concentrated Intl Small Cap Rep | 8.08 | 7.11 |
| Pyramis Concentrated Intl Small Cap CIT | 7.97 | 7.01 |
| SGA Global Growth CIT | 0.00 | 2.89 |
| Thornburg Global Equity Fund | 0.00 | 2.42 |
| FMT/American Funds Small Cap World R1 | 0.00 | 2.27 |
| Artisan Global Equity Trust, Tier 1 | 1.89 | 1.03 |
| Artisan Global Opportunity Trust, Tier 2 | 0.64 | 0.70 |
| FMT/American Funds New Perspective R1 | 0.00 | 0.31 |
| Artisan Global Opportunity Trust, Tier 3 | 0.82 | 0.07 |
| Lazard/Wilmington Global Mgd Volatil 1 | 0.45 | 0.06 |
Source: Morningstar Separate Account/CIT Fund Database
| World Stock | 5 year gross return | 5 year net return |
|---|---|---|
| Thornburg Global Equity Fund | 0.00 | 13.59 |
| Wellington CIF II Global Perspectives | 13.13 | 12.92 |
| Wellington CIF Global Research Equity | 10.75 | 10.09 |
| FMT/American Funds New Perspective R1 | 0.00 | 9.39 |
| Pyramis Select Global CIT | 9.48 | 8.79 |
| FMT/DFA Global Equity R1 | 0.00 | 8.67 |
| Brandywine Quant Global Value Eq BIT | 9.66 | 8.63 |
| FMT/American Funds Small Cap World R1 | 0.00 | 8.50 |
| JPMCB Global Opportunities 130/30 Inv | 0.00 | 8.24 |
| FMT LifeStyle Aggressive Growth R1 | 0.00 | 7.77 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Invesco International Equity Trust | -4.61 | -5.37 |
| Brandes International Equity Fund 1 | -6.67 | -7.18 |
| FMT International Value Opportunities R1 | 0.00 | -7.76 |
| WTFSC Intl Fundamental Value Port Cl 0 | -7.55 | -7.77 |
| WTFSC Intl Fundamental Value Port Cl R | 0.00 | -8.43 |
| WTFSC Intl Fundamental Value Port Cl 15 | -7.74 | -8.56 |
| Delaware Intl Val Strat (CIT) | 0.00 | -9.41 |
| Herndon International Equity Inst Shares | 0.00 | -11.06 |
| KBI Dividend Plus EAFE Developed Eq | -10.65 | -11.24 |
| Northern Tr Pzena Int Ex Va ACWI EX US 1 | 0.00 | -11.69 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| Brandes International Equity Fund 1 | 4.80 | 4.26 |
| WTFSC Intl Fundamental Value Port Cl 0 | 4.45 | 4.26 |
| KBI Dividend Plus EAFE Developed Eq | 4.51 | 3.84 |
| WTFSC Intl Fundamental Value Port Cl 15 | 4.40 | 3.55 |
| Invesco International Equity Trust | 3.42 | 2.61 |
| Sprucegrove U.S. International Pool | 3.30 | 2.37 |
| FMT/DFA International Value R1 | 0.00 | 1.33 |
| WTFSC International Value Port Cl 0 | 1.05 | 0.88 |
| FMT International Value Opportunities R1 | 0.00 | 0.40 |
| WTFSC Intl Fundamental Value Port Cl R | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| MFSˆ® International Value CIT Cl 1 | 0.00 | 2.27 |
| MFSˆ® International Value Equity CL 4 | 0.00 | 1.69 |
| MFSˆ® International Value CIT Cl 2 | 0.00 | 1.59 |
| Reliance Trst International Equity Cl 0 | 0.00 | -2.41 |
| Wells Fargo/Lazard Intl Equity F | 0.00 | -3.79 |
| Lazard/Wilmington International Equity 7 | -3.49 | -4.10 |
| Lazard/Wilmington International Equity 6 | -3.62 | -4.10 |
| Lazard/Wilmington International Equity 2 | -3.54 | -4.31 |
| JPMCB International Opportunities Inv | 0.00 | -4.53 |
| JPMCB Intrepid International Fund Inv | 0.00 | -5.10 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| MFSˆ® International Value CIT Cl 1 | 0.00 | 11.08 |
| PGI Diversified International Equity Fd | 6.56 | 5.77 |
| JPMCB Intrepid International Fund Inv | 0.00 | 5.69 |
| JPMCB Intl Research Enhanced Index Inv | 0.00 | 5.07 |
| JPMCB International Opportunities Inv | 0.00 | 4.84 |
| Wellington CIF II Intl Research Eq S1 | 5.52 | 4.81 |
| Pyramis Select International Pool | 5.53 | 4.80 |
| Pyramis International Growth Rep | 5.43 | 4.78 |
| Pyramis Select International Rep | 5.55 | 4.75 |
| BNY Mellon EB DL Intl Stk Index | 4.86 | 4.74 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| FMT Aggressive International Growth R1 | 0.00 | -0.45 |
| Nuveen International Growth R | 0.00 | -2.05 |
| Thornburg Intl Equity Fd (CIT) Tier 1 | 0.00 | -2.17 |
| Thornburg Intl Eq Fd (CIT) Tier 2 | 0.00 | -2.21 |
| FMT/Thornburg International Equity R1 | 0.00 | -2.56 |
| American Century Non-US Gr Eq N | 0.00 | -4.10 |
| WTFSC International Growth Port Cl 0 | -4.23 | -4.50 |
| MFSˆ® International Growth Equity CIT | 0.00 | -4.54 |
| MFSˆ® International Growth Equity CL 1 | 0.00 | -4.54 |
| American Century Non US Growth Equity Tr | 0.00 | -5.11 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Artisan International Growth Trust - T1 | 7.89 | 6.92 |
| FMT/Artisan International R1 | 0.00 | 6.38 |
| Invesco International Growth Eq Trust | 6.06 | 5.22 |
| MFSˆ® International Growth Equity CL 1 | 0.00 | 5.09 |
| MFSˆ® International Growth Equity CIT | 0.00 | 5.07 |
| William Blair International Growth CIT | 5.62 | 4.79 |
| MFSˆ® International Growth Eq CIT-Cl 2 | 0.00 | 4.29 |
| FMT/American Funds Europacific R1 | 0.00 | 4.14 |
| Capital Group Int’l Equity DC Unit S | 16.74 | 4.06 |
| Capital Group Int’l Equity DC Unit T | 4.61 | 3.69 |
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 | 6.73 |
| BlackRock MSCI EAFEˆ® Sm Cp Equity Idx F | 0.00 | 0.86 |
| Templeton International Smaller Co CF | -1.91 | -2.63 |
| FMT/DFA Intl Small Cap Value R1 | 0.00 | -4.35 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Value | 5 year gross return | 5 year net return |
|---|---|---|
| LMCG Intl Small Cap Collective Fund | 0.00 | 10.63 |
| BlackRock MSCI EAFEˆ® Sm Cp Equity Idx F | 0.00 | 7.58 |
| Templeton International Smaller Co CF | 7.98 | 7.34 |
| FMT/DFA Intl Small Cap Value R1 | 0.00 | 7.00 |
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 | 14.46 |
| MFSˆ® International Small Cap CIT-Class 1 | 0.00 | -1.15 |
| MFSˆ® International Small Cap CIT-Class 4 | 0.00 | -1.90 |
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
| Japan Stock | 1 year gross return | 1 year net return |
|---|---|---|
| JPMCB Nippon Neutral Fund Inv | 0.00 | 0.45 |
Source: Morningstar Separate Account/CIT Fund Database
| Japan Stock | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB Nippon Neutral Fund Inv | 0.00 | -0.14 |
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 | -12.27 | -12.41 |
| Edgbaston Asian Equity Trust | -13.78 | -14.85 |
Source: Morningstar Separate Account/CIT Fund Database
| Pacific/Asia ex-Japan Stk | 5 year gross return | 5 year net return |
|---|---|---|
| Edgbaston Asian Equity Trust | 3.88 | 2.60 |
| 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 |
|---|---|---|
| American Century Emerging Mkts Eq N | 0.00 | -11.31 |
| FMT/Virtus Emerging Markets Opp. R1 | 0.00 | -12.72 |
| FMT/DFA Emerging Markets Small-Cap R1 | 0.00 | -15.66 |
| JPMCB Emerg Markets Equity Focused Inv | 0.00 | -16.51 |
| William Emerging Markets Growth CIT | -16.04 | -16.89 |
| Fisher Investments Emerging Markets Eq 2 | 0.00 | -17.01 |
| SSgA Active Emerging Markets NL Fd Cl A | 0.00 | -17.08 |
| Fisher Investments Emerging Markets Eq 1 | 0.00 | -17.12 |
| Amundi Global Emerging Market Equity R1 | 0.00 | -17.56 |
| QMA EMERGING MARKETS CORE EQUITY FUND 1 | 0.00 | -17.71 |
Source: Morningstar Separate Account/CIT Fund Database
| Diversified Emerging Mkts | 5 year gross return | 5 year net return |
|---|---|---|
| Russell Inst'l Frontier Markets Fund | 0.00 | 3.29 |
| OFIGTC Emerging Markets Equity A | 0.00 | -0.68 |
| William Emerging Markets Growth CIT | 0.11 | -0.90 |
| FMT/DFA Emerging Markets Small-Cap R1 | 0.00 | -1.76 |
| Russell Inst'l Emerging Markets Fund | 0.00 | -1.89 |
| QMA EMERGING MARKETS CORE EQUITY FUND 1 | 0.00 | -2.30 |
| KBI Instl Dividend Plus Emg Mkts Fd | -2.15 | -2.79 |
| JPMCB Emerging Markets - Equity Inv | 0.00 | -2.81 |
| Parametric Emerging Markets Equity (CIT) | -2.15 | -2.81 |
| QMA EMERGING MARKETS CORE EQUITY FUND 2 | 0.00 | -2.93 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| PGI Global Property Securities Fund | 7.01 | 6.27 |
| Cohen & Steers Global Realty CIT | 0.00 | 5.76 |
| AEW Gl Property Secs Master Tr-DC Plan B | 0.00 | 4.91 |
| AEW Gl Property Secs Master Tr-DC Plan A | 0.00 | 4.83 |
| AEW Gl Property Securities Master Tr-Agg | 0.00 | 4.77 |
| RREEF Global Real Estate Sec Cmgld Fund | 4.58 | 4.58 |
| RREEF Global Real Estate Sec CF-A | 3.85 | 3.85 |
| Invesco Global REITs Trust | 4.29 | 3.47 |
| BlackRock Developed Real Estate Idx NL F | 0.00 | 3.32 |
| BlackRock Developed Real Estate Idx F | 0.00 | 3.29 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Real Estate | 5 year gross return | 5 year net return |
|---|---|---|
| BlackRock Developed Real Estate Idx F | 0.00 | 8.13 |
| Invesco Global REITs Trust | 8.54 | 7.68 |
| FMT/DFA Int'l Real Estate Securities R1 | 0.00 | 6.93 |
| JPMCB Int'l Real Estate Securities Inv | 0.00 | 4.64 |
| Invesco Global ex-US REITs Trust | 5.51 | 4.53 |
| PGI Global Property Securities Fund | 0.00 | 0.00 |
| Cohen & Steers Global Realty CIT | 0.00 | 0.00 |
| AEW Gl Property Secs Master Tr-DC Plan B | 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 |
Source: Morningstar Separate Account/CIT Fund Database
| World Bond | 1 year gross return | 1 year net return |
|---|---|---|
| JPMCB International Rates Fund Inv | 0.00 | 6.14 |
| FMT/DFA Five-Year Global F/I R1 | 0.00 | 2.69 |
| Flint Hills Diversified Fixed Inc Allc 1 | 0.00 | 1.19 |
| FMT/DFA Two Year Global F/I R1 | 0.00 | 0.40 |
| Loomis Sayles MFD Class C | 0.00 | -2.53 |
| Capital Group Global Aggregate FI CIT | -2.98 | -3.35 |
| Loomis Sayles Global CIT Class D | 0.00 | -4.17 |
| Brandywine Global Fixed Income BGIMT | -6.43 | -6.85 |
| BW Global Investment Grade Fixed Inc R1 | 0.00 | -6.86 |
| Franklin Templeton Global Bond Plus (CF) | -6.42 | -6.92 |
Source: Morningstar Separate Account/CIT Fund Database
| World Bond | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB International Rates Fund Inv | 0.00 | 8.20 |
| Brandywine Global Opportun Fxd BGIMT | 3.43 | 2.86 |
| Brandywine Global Fixed Income BIT | 3.01 | 2.45 |
| Brandywine Global Fixed Income BGIMT | 2.82 | 2.37 |
| Brandywine Global Fixed Income GT | 2.89 | 2.33 |
| FMT/DFA Five-Year Global F/I R1 | 0.00 | 2.02 |
| Brandywine Intl Opportunistic Fxd BIT | 2.28 | 1.72 |
| Brandywine International Fixed Inc BIT | 1.75 | 1.19 |
| Capital Group Global Aggregate FI CIT | 1.10 | 0.73 |
| FMT/DFA Two Year Global F/I R1 | 0.00 | 0.30 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Lafayette Advs Aggressive A | 0.00 | 2.54 |
| JPMCB Distressed Mort-Backed Secs Inv | 0.00 | 2.32 |
| Navigator Fixd Inc Total Ret Fd Fee Cl 5 | 1.53 | 1.00 |
| Prudential High Yield Fund 1 | 0.00 | 0.92 |
| Lafayette Advs Moderate Aggressive A | 0.00 | 0.88 |
| Columbia Trust U.S. High Yield Bond Fund | 1.32 | 0.85 |
| Navigator Fixd Inc Total Ret Fd Fee Cl 1 | 0.00 | 0.82 |
| Navigator Fixd Inc Total Ret Fd Fee Cl 8 | 0.00 | 0.77 |
| Brevis High Income Fund, L.P. | 1.61 | 0.74 |
| Prudential High Yield Fund 6 | 0.00 | 0.50 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Transamerica High Yield Bond - CTF | 0.00 | 7.05 |
| Prudential High Yield Fund 1 | 0.00 | 6.75 |
| JPMCB Corporate High Yield Inv | 0.00 | 6.75 |
| Prudential High Yield Fund 6 | 0.00 | 6.31 |
| Prudential High Yield Fund 4 | 0.00 | 6.27 |
| JPMCB High Yield Fund Inv | 0.00 | 6.25 |
| Prudential High Yield Fund 5 | 0.00 | 6.22 |
| Prudential High Yield Fund 7 | 0.00 | 6.12 |
| FMT/Pimco High Yield R1 | 0.00 | 5.26 |
| FMT/Delaware High Yield Opportunity R1 | 0.00 | 5.11 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| RiverSource Trust Government Income | 0.00 | 3.70 |
| FMT US Government Securities R1 | 0.00 | 3.61 |
| AFL-CIO Housing Inv Trust AFL-CIO CF | 4.05 | 3.60 |
| FMT/Vanguard GNMA R1 | 0.00 | 2.79 |
| Diversified Ret Interm Govt/Credit Tr | 0.00 | 2.54 |
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 | 3.63 | 3.19 |
| FMT/Vanguard GNMA R1 | 0.00 | 2.80 |
| RiverSource Trust Government Income | 0.00 | 2.73 |
| FMT US Government Securities R1 | 0.00 | 1.63 |
| 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 Mortgage-Backed Securities Inv | 0.00 | 4.38 |
| JPMCB Core Bond Fund Inv | 0.00 | 3.86 |
| Associated PT Core Bond Fund | 3.66 | 3.66 |
| Associated Core Bond Fund | 3.55 | 3.55 |
| JPMCB Core Bond Fund-CF | 0.00 | 3.54 |
| BlackRock Target Maturity 2019 F | 0.00 | 3.40 |
| Columbia Trust Bond Index Fund | 3.30 | 3.30 |
| Prudential Core Conserv Bond Fund 1 | 0.00 | 3.16 |
| Comerica Bond Index CIT - Instl Class | 3.09 | 3.09 |
| BlackRock U.S. Debt Index F | 0.00 | 3.05 |
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 | 7.59 |
| Prudential Core Plus Bond Inst 1 | 0.00 | 5.10 |
| Prudential Core Plus Bond Fund 2 | 0.00 | 4.96 |
| Brandes Core Plus Fixed Income Fund 1 | 5.17 | 4.85 |
| Loomis Sayles Core Plus Fixed Income B | 0.00 | 4.84 |
| Prudential Core Plus Bond Fund 3 | 0.00 | 4.79 |
| Prudential Core Plus Bond Fund 4 | 0.00 | 4.68 |
| Transamerica Short Horizon - CTF | 0.00 | 4.62 |
| JPMCB Public Bond Fund Inv | 0.00 | 4.55 |
| Western Asset Core Plus Bond R1 | 0.00 | 4.42 |
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 | 3.16 |
| Columbia Trust Short Dur U.S. Gvmt Fd II | 2.86 | 2.45 |
| Columbia Trust Short Dur U.S. Gvmt Fd | 2.07 | 2.07 |
| BlackRock 1-3 Year Govt Bond Index F | 0.00 | 1.34 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 1.31 | 1.21 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 1.31 | 1.19 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 1.33 | 0.97 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 1.34 | 0.84 |
| BlackRock 1-3 Year Gov Bd Idx Fd 66 | 1.34 | 0.63 |
| BlackRock 1-3 Year Gov Bd Idx Fd 96 | 1.40 | 0.39 |
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 | 2.02 |
| Columbia Trust Short Dur U.S. Gvmt Fd II | 2.31 | 1.91 |
| Columbia Trust Short Dur U.S. Gvmt Fd | 1.50 | 1.50 |
| BlackRock 1-3 Year Govt Bond Index F | 0.00 | 0.89 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 0.76 | 0.66 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 0.76 | 0.64 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 0.76 | 0.41 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 0.77 | 0.27 |
| BlackRock 1-3 Year Gov Bd Idx Fd 96 | 0.80 | -0.20 |
| BlackRock 1-3 Year Gov Bd Idx Fd 66 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| JPMCB Market Plus Bond Inv | 0.00 | 3.23 |
| Commercial Mortgage Backed Secs Fund | 3.41 | 2.95 |
| BlackRock Target Maturity 2018 F | 0.00 | 2.74 |
| BlackRock Target Maturity 2017 F | 0.00 | 1.91 |
| WTFSC Short Duration Portfolio Cl 0 | 1.93 | 1.79 |
| Merganser Short Term Bond Instl Trust | 0.00 | 1.69 |
| EB Active 1-5 Government/Credit Fund | 0.00 | 1.63 |
| Associated Short Term Bond Fund | 1.62 | 1.62 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 1.58 |
| Transamerica High Quality Bond - CTF | 0.00 | 1.53 |
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 | 3.34 |
| Transamerica High Quality Bond - CTF | 0.00 | 1.83 |
| WTFSC Short Duration Portfolio Cl 0 | 1.88 | 1.77 |
| Voya Short Duration High Quality Trust | 1.41 | 1.57 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 1.52 |
| VT Vantagepoint Low Dur Bond R5 | 0.00 | 1.34 |
| WTFSC Short Duration Portfolio Cl 15 | 1.87 | 1.26 |
| HB&T Fixed Income Fund | 0.00 | 1.22 |
| Associated Short Term Bond Fund | 1.13 | 1.13 |
| Associated PT Short Term Bond Fund | 1.08 | 1.08 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Pyramis Leveraged Loan Pool | 1.64 | 1.27 |
| Amer Cent Cash and Cash Equivalent N | 0.00 | 0.20 |
| FMT/DFA One-Year F/I R1 | 0.00 | 0.07 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.39 |
| FMT/SSGA Prime Money Market R1 | 0.00 | -0.45 |
| Wells Fargo/Galliard Ultra-Short Bd G | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Pyramis Leveraged Loan Pool | 6.38 | 5.88 |
| FMT/DFA One-Year F/I R1 | 0.00 | 0.16 |
| FMT/SSGA Prime Money Market R1 | 0.00 | -0.35 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.38 |
| Amer Cent Cash and Cash Equivalent N | 0.00 | 0.00 |
| Wells Fargo/Galliard Ultra-Short Bd G | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 1 year gross return | 1 year net return |
|---|---|---|
| BlackRock 20+ Treasury Bond F | 0.00 | 9.15 |
| SSgA Long US Gov Index Class A | -6.43 | 8.76 |
| SSgA US Long Gov Bond Index NL Ser A | 0.00 | 8.72 |
| BlackRock Long Term Govt Bond Index NL F | 0.00 | 8.61 |
| BNY Mellon EB LT Govt Bond Index | 8.62 | 8.56 |
| Wells Fargo Liability Driven Sol III F | 0.00 | 7.90 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| BlackRock 20+ Treasury Bond F | 0.00 | 6.59 |
| SSgA Long US Gov Index Class A | 0.00 | 6.20 |
| SSgA US Long Gov Bond Index NL Ser A | 0.00 | 6.16 |
| BNY Mellon EB LT Govt Bond Index | 6.18 | 6.13 |
| BlackRock Long Term Govt Bond Index NL F | 0.00 | 0.00 |
| Wells Fargo Liability Driven Sol III F | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| JPMCB Extended Duration Fund Inv | 0.00 | 5.31 |
| JPMCB Extended Duration Sector Inv | 0.00 | 5.31 |
| JPMCB Mortgage Private Placement Inv | 0.00 | 4.83 |
| Diversified Long Bond Fund U | 0.00 | 3.23 |
| Pyramis Long Duration CIT | 3.35 | 3.19 |
| Wells Fargo Liability Driven Sol II F | 3.07 | 3.07 |
| JPMCB High Quality Long Credit Inv | 0.00 | 2.54 |
| JPMCB Long Duration Inv Grade Inv | 0.00 | 2.47 |
| Pyramis Long Corporate Pool | 1.98 | 1.73 |
| Western Asset Long Duration Credit R | 0.00 | 1.27 |
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 | 7.00 |
| JPMCB Extended Duration Sector Inv | 0.00 | 6.76 |
| JPMCB Extended Duration Fund Inv | 0.00 | 6.55 |
| JPMCB Mortgage Private Placement Inv | 0.00 | 6.47 |
| JPMCB High Quality Long Credit Inv | 0.00 | 6.44 |
| Pyramis Long Duration CIT | 6.61 | 6.37 |
| Wells Fargo Liability Driven Sol II F | 6.28 | 6.28 |
| JPMCB Long Duration Inv Grade Inv | 0.00 | 6.27 |
| JPMCB Long Credit Fund Inv | 0.00 | 6.20 |
| Pyramis Long Corporate Pool | 6.40 | 6.14 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Pyramis Investment Grade Credit Rep | 2.63 | 2.21 |
| Loomis Sayles MSFD CIT | -2.14 | -2.69 |
| SEI Core Plus Fixed Income Fund CT-2 | 0.00 | 0.00 |
| Reliance Trust Moderate Cash Balance 0 | 0.00 | 0.00 |
| Conning-Goodwin Capital Core Pl Bond R1 | 0.00 | 0.00 |
| SEI Core Plus Fixed Income Fund CT-1 | 0.00 | 0.00 |
| BlackRock CorePlus Bond Fund | 0.00 | 0.00 |
| Western Asset Global Strategic Income R3 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Pyramis Investment Grade Credit Rep | 0.00 | 0.00 |
| SEI Core Plus Fixed Income Fund CT-2 | 0.00 | 0.00 |
| Reliance Trust Moderate Cash Balance 0 | 0.00 | 0.00 |
| Conning-Goodwin Capital Core Pl Bond R1 | 0.00 | 0.00 |
| Loomis Sayles MSFD CIT | 0.00 | 0.00 |
| SEI Core Plus Fixed Income Fund CT-1 | 0.00 | 0.00 |
| BlackRock CorePlus Bond Fund | 0.00 | 0.00 |
| Western Asset Global Strategic Income R3 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Lafayette Advs Aggressive A | 0.00 | 2.54 |
| JPMCB Distressed Mort-Backed Secs Inv | 0.00 | 2.32 |
| Navigator Fixd Inc Total Ret Fd Fee Cl 5 | 1.53 | 1.00 |
| Prudential High Yield Fund 1 | 0.00 | 0.92 |
| Lafayette Advs Moderate Aggressive A | 0.00 | 0.88 |
| Columbia Trust U.S. High Yield Bond Fund | 1.32 | 0.85 |
| Navigator Fixd Inc Total Ret Fd Fee Cl 1 | 0.00 | 0.82 |
| Navigator Fixd Inc Total Ret Fd Fee Cl 8 | 0.00 | 0.77 |
| Brevis High Income Fund, L.P. | 1.61 | 0.74 |
| Prudential High Yield Fund 6 | 0.00 | 0.50 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Transamerica High Yield Bond - CTF | 0.00 | 7.05 |
| Prudential High Yield Fund 1 | 0.00 | 6.75 |
| JPMCB Corporate High Yield Inv | 0.00 | 6.75 |
| Prudential High Yield Fund 6 | 0.00 | 6.31 |
| Prudential High Yield Fund 4 | 0.00 | 6.27 |
| JPMCB High Yield Fund Inv | 0.00 | 6.25 |
| Prudential High Yield Fund 5 | 0.00 | 6.22 |
| Prudential High Yield Fund 7 | 0.00 | 6.12 |
| FMT/Pimco High Yield R1 | 0.00 | 5.26 |
| FMT/Delaware High Yield Opportunity R1 | 0.00 | 5.11 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| RiverSource Trust Government Income | 0.00 | 3.70 |
| FMT US Government Securities R1 | 0.00 | 3.61 |
| AFL-CIO Housing Inv Trust AFL-CIO CF | 4.05 | 3.60 |
| FMT/Vanguard GNMA R1 | 0.00 | 2.79 |
| Diversified Ret Interm Govt/Credit Tr | 0.00 | 2.54 |
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 | 3.63 | 3.19 |
| FMT/Vanguard GNMA R1 | 0.00 | 2.80 |
| RiverSource Trust Government Income | 0.00 | 2.73 |
| FMT US Government Securities R1 | 0.00 | 1.63 |
| 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 Mortgage-Backed Securities Inv | 0.00 | 4.38 |
| JPMCB Core Bond Fund Inv | 0.00 | 3.86 |
| Associated PT Core Bond Fund | 3.66 | 3.66 |
| Associated Core Bond Fund | 3.55 | 3.55 |
| JPMCB Core Bond Fund-CF | 0.00 | 3.54 |
| BlackRock Target Maturity 2019 F | 0.00 | 3.40 |
| Columbia Trust Bond Index Fund | 3.30 | 3.30 |
| Prudential Core Conserv Bond Fund 1 | 0.00 | 3.16 |
| Comerica Bond Index CIT - Instl Class | 3.09 | 3.09 |
| BlackRock U.S. Debt Index F | 0.00 | 3.05 |
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 | 7.59 |
| Prudential Core Plus Bond Inst 1 | 0.00 | 5.10 |
| Prudential Core Plus Bond Fund 2 | 0.00 | 4.96 |
| Brandes Core Plus Fixed Income Fund 1 | 5.17 | 4.85 |
| Loomis Sayles Core Plus Fixed Income B | 0.00 | 4.84 |
| Prudential Core Plus Bond Fund 3 | 0.00 | 4.79 |
| Prudential Core Plus Bond Fund 4 | 0.00 | 4.68 |
| Transamerica Short Horizon - CTF | 0.00 | 4.62 |
| JPMCB Public Bond Fund Inv | 0.00 | 4.55 |
| Western Asset Core Plus Bond R1 | 0.00 | 4.42 |
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 | 3.16 |
| Columbia Trust Short Dur U.S. Gvmt Fd II | 2.86 | 2.45 |
| Columbia Trust Short Dur U.S. Gvmt Fd | 2.07 | 2.07 |
| BlackRock 1-3 Year Govt Bond Index F | 0.00 | 1.34 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 1.31 | 1.21 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 1.31 | 1.19 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 1.33 | 0.97 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 1.34 | 0.84 |
| BlackRock 1-3 Year Gov Bd Idx Fd 66 | 1.34 | 0.63 |
| BlackRock 1-3 Year Gov Bd Idx Fd 96 | 1.40 | 0.39 |
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 | 2.02 |
| Columbia Trust Short Dur U.S. Gvmt Fd II | 2.31 | 1.91 |
| Columbia Trust Short Dur U.S. Gvmt Fd | 1.50 | 1.50 |
| BlackRock 1-3 Year Govt Bond Index F | 0.00 | 0.89 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 0.76 | 0.66 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 0.76 | 0.64 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 0.76 | 0.41 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 0.77 | 0.27 |
| BlackRock 1-3 Year Gov Bd Idx Fd 96 | 0.80 | -0.20 |
| BlackRock 1-3 Year Gov Bd Idx Fd 66 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| JPMCB Market Plus Bond Inv | 0.00 | 3.23 |
| Commercial Mortgage Backed Secs Fund | 3.41 | 2.95 |
| BlackRock Target Maturity 2018 F | 0.00 | 2.74 |
| BlackRock Target Maturity 2017 F | 0.00 | 1.91 |
| WTFSC Short Duration Portfolio Cl 0 | 1.93 | 1.79 |
| Merganser Short Term Bond Instl Trust | 0.00 | 1.69 |
| EB Active 1-5 Government/Credit Fund | 0.00 | 1.63 |
| Associated Short Term Bond Fund | 1.62 | 1.62 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 1.58 |
| Transamerica High Quality Bond - CTF | 0.00 | 1.53 |
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 | 3.34 |
| Transamerica High Quality Bond - CTF | 0.00 | 1.83 |
| WTFSC Short Duration Portfolio Cl 0 | 1.88 | 1.77 |
| Voya Short Duration High Quality Trust | 1.41 | 1.57 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 1.52 |
| VT Vantagepoint Low Dur Bond R5 | 0.00 | 1.34 |
| WTFSC Short Duration Portfolio Cl 15 | 1.87 | 1.26 |
| HB&T Fixed Income Fund | 0.00 | 1.22 |
| Associated Short Term Bond Fund | 1.13 | 1.13 |
| Associated PT Short Term Bond Fund | 1.08 | 1.08 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Pyramis Leveraged Loan Pool | 1.64 | 1.27 |
| Amer Cent Cash and Cash Equivalent N | 0.00 | 0.20 |
| FMT/DFA One-Year F/I R1 | 0.00 | 0.07 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.39 |
| FMT/SSGA Prime Money Market R1 | 0.00 | -0.45 |
| Wells Fargo/Galliard Ultra-Short Bd G | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Pyramis Leveraged Loan Pool | 6.38 | 5.88 |
| FMT/DFA One-Year F/I R1 | 0.00 | 0.16 |
| FMT/SSGA Prime Money Market R1 | 0.00 | -0.35 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.38 |
| Amer Cent Cash and Cash Equivalent N | 0.00 | 0.00 |
| Wells Fargo/Galliard Ultra-Short Bd G | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 1 year gross return | 1 year net return |
|---|---|---|
| BlackRock 20+ Treasury Bond F | 0.00 | 9.15 |
| SSgA Long US Gov Index Class A | -6.43 | 8.76 |
| SSgA US Long Gov Bond Index NL Ser A | 0.00 | 8.72 |
| BlackRock Long Term Govt Bond Index NL F | 0.00 | 8.61 |
| BNY Mellon EB LT Govt Bond Index | 8.62 | 8.56 |
| Wells Fargo Liability Driven Sol III F | 0.00 | 7.90 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| BlackRock 20+ Treasury Bond F | 0.00 | 6.59 |
| SSgA Long US Gov Index Class A | 0.00 | 6.20 |
| SSgA US Long Gov Bond Index NL Ser A | 0.00 | 6.16 |
| BNY Mellon EB LT Govt Bond Index | 6.18 | 6.13 |
| BlackRock Long Term Govt Bond Index NL F | 0.00 | 0.00 |
| Wells Fargo Liability Driven Sol III F | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| JPMCB Extended Duration Fund Inv | 0.00 | 5.31 |
| JPMCB Extended Duration Sector Inv | 0.00 | 5.31 |
| JPMCB Mortgage Private Placement Inv | 0.00 | 4.83 |
| Diversified Long Bond Fund U | 0.00 | 3.23 |
| Pyramis Long Duration CIT | 3.35 | 3.19 |
| Wells Fargo Liability Driven Sol II F | 3.07 | 3.07 |
| JPMCB High Quality Long Credit Inv | 0.00 | 2.54 |
| JPMCB Long Duration Inv Grade Inv | 0.00 | 2.47 |
| Pyramis Long Corporate Pool | 1.98 | 1.73 |
| Western Asset Long Duration Credit R | 0.00 | 1.27 |
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 | 7.00 |
| JPMCB Extended Duration Sector Inv | 0.00 | 6.76 |
| JPMCB Extended Duration Fund Inv | 0.00 | 6.55 |
| JPMCB Mortgage Private Placement Inv | 0.00 | 6.47 |
| JPMCB High Quality Long Credit Inv | 0.00 | 6.44 |
| Pyramis Long Duration CIT | 6.61 | 6.37 |
| Wells Fargo Liability Driven Sol II F | 6.28 | 6.28 |
| JPMCB Long Duration Inv Grade Inv | 0.00 | 6.27 |
| JPMCB Long Credit Fund Inv | 0.00 | 6.20 |
| Pyramis Long Corporate Pool | 6.40 | 6.14 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Pyramis Investment Grade Credit Rep | 2.63 | 2.21 |
| Loomis Sayles MSFD CIT | -2.14 | -2.69 |
| SEI Core Plus Fixed Income Fund CT-2 | 0.00 | 0.00 |
| Reliance Trust Moderate Cash Balance 0 | 0.00 | 0.00 |
| Conning-Goodwin Capital Core Pl Bond R1 | 0.00 | 0.00 |
| SEI Core Plus Fixed Income Fund CT-1 | 0.00 | 0.00 |
| BlackRock CorePlus Bond Fund | 0.00 | 0.00 |
| Western Asset Global Strategic Income R3 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Pyramis Investment Grade Credit Rep | 0.00 | 0.00 |
| SEI Core Plus Fixed Income Fund CT-2 | 0.00 | 0.00 |
| Reliance Trust Moderate Cash Balance 0 | 0.00 | 0.00 |
| Conning-Goodwin Capital Core Pl Bond R1 | 0.00 | 0.00 |
| Loomis Sayles MSFD CIT | 0.00 | 0.00 |
| SEI Core Plus Fixed Income Fund CT-1 | 0.00 | 0.00 |
| BlackRock CorePlus Bond Fund | 0.00 | 0.00 |
| Western Asset Global Strategic Income R3 | 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 | -0.84 |
| SSgA U.S. Inflation Protect Bond Idx A | 1.57 | -0.84 |
| BlackRock U.S. Trs Infl-Prot Secs NL F | 0.00 | -0.89 |
| SSgA US Inflation Protected Bd Idx NL C | 0.00 | -0.90 |
| Wellington CIF II TIPS S1 | -0.88 | -0.96 |
| American Century US Infl-Adj Bd N | 0.00 | -0.98 |
| Amer Cent US Shrt-Dur Infl-Prot Bd N | 0.00 | -1.00 |
| FMT/Vanguard Inflation Protected Bond R1 | 0.00 | -1.09 |
| FMT/FFTW US TIPS R1 | 0.00 | -1.10 |
| JPMCB Inflation Managed Bond Inv | 0.00 | -1.29 |
Source: Morningstar Separate Account/CIT Fund Database
| Inflation-Protected Bond | 5 year gross return | 5 year net return |
|---|---|---|
| BlackRock U.S. Trs Infl-Prot Secs F | 0.00 | 2.60 |
| SSgA U.S. Inflation Protect Bond Idx A | 4.43 | 2.51 |
| BlackRock U.S. Trs Infl-Prot Secs NL F | 0.00 | 2.49 |
| SSgA US Inflation Protected Bd Idx NL C | 0.00 | 2.45 |
| FMT/Vanguard Inflation Protected Bond R1 | 0.00 | 2.00 |
| Wellington CIF II TIPS S1 | 1.75 | 1.60 |
| VT Vantagepoint Infl Focused R5 | 0.00 | 1.59 |
| PIMCO Diversified Real Asset CIT | 0.00 | 1.51 |
| VT Vantagepoint Infl Focused R3 | 0.00 | 1.29 |
| VT Vantagepoint Infl Focused R1 | 0.00 | 1.03 |
Source: Morningstar Separate Account/CIT Fund Database
| Stable Value | 1 year gross return | 1 year net return |
|---|---|---|
| Reliance MetLife Series 25157 Cl 0 | 3.21 | 2.60 |
| Reliance MetLife Series 25053 Cl 0 | 3.19 | 2.55 |
| Reliance MetLife Series 25053 Cl 10 | 0.00 | 2.45 |
| Reliance MetLife Series 25053 Cl 15 | 0.00 | 2.39 |
| Reliance MetLife Series 25053 Cl 20 | 0.00 | 2.35 |
| WTRISC CIT III for Metlife GAC 25554 I | 2.47 | 2.35 |
| Reliance MetLife GAC Series 25157 Cl 25 | 3.21 | 2.34 |
| Reliance MetLife Series 25053 Cl 25 | 0.00 | 2.30 |
| WTRISC CIT III for Metlife GAC 25554 F0 | 2.48 | 2.26 |
| WTRISC CIT III for Metlife GAC 25554 J | 2.48 | 2.26 |
Source: Morningstar Separate Account/CIT Fund Database
| Stable Value | 5 year gross return | 5 year net return |
|---|---|---|
| Reliance MetLife Series 25157 Cl 0 | 3.64 | 3.03 |
| Reliance MetLife Series 25053 Cl 0 | 3.59 | 2.95 |
| Reliance MetLife Series 25053 Cl 10 | 0.00 | 2.85 |
| Reliance MetLife Series 25053 Cl 15 | 0.00 | 2.80 |
| Reliance MetLife Series 25053 Cl 25 | 0.00 | 2.70 |
| Reliance MetLife Series 25157 Cl 35 | 3.64 | 2.67 |
| Reliance MetLife Series 25053 Cl 20 | 0.00 | 2.63 |
| Reliance MetLife Series 25053 Cl 35 | 0.00 | 2.59 |
| Putnam Stable Value Fund: Gross | 2.53 | 2.53 |
| Galliard Managed Income Fund | 2.84 | 2.52 |
Source: Morningstar Separate Account/CIT Fund Database
| Emerging Markets Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Prudential Emerg Markets Debt Fund 1 | 0.00 | 0.24 |
| Prudential Emerg Markets Debt Fund 2 | 0.00 | -0.41 |
| Prudential Emerg Markets Debt Fund 4 | 0.00 | -0.51 |
| MFSˆ® Emerging Markets Debt CIT | 0.00 | -1.27 |
| MFSˆ® Emerging Markets Debt CL 2 | 0.00 | -1.86 |
| JPMCB Emerg Markets - Fixed Income Inv | 0.00 | -2.43 |
| TCW Emerging Mkts Fxd Inc Collective Tr | 0.00 | -6.38 |
| TCW Emerging Markets Fixed Income Cl D | 0.00 | -6.83 |
| Capital Group EM Debt (Broad) DB Fund | -10.39 | -10.93 |
| Capital Group EM Debt (Broad) DC Unit T | -10.43 | -10.97 |
Source: Morningstar Separate Account/CIT Fund Database
| Emerging Markets Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Prudential Emerg Markets Debt Fund 1 | 0.00 | 6.63 |
| Prudential Emerg Markets Debt Fund 2 | 0.00 | 5.94 |
| Prudential Emerg Markets Debt Fund 4 | 0.00 | 5.84 |
| MFSˆ® Emerging Markets Debt CIT | 0.00 | 4.75 |
| JPMCB Emerg Markets - Fixed Income Inv | 0.00 | 4.62 |
| Capital Group EM Debt (Broad) DB Fund | 1.01 | 0.40 |
| MFSˆ® Emerging Markets Debt CL 2 | 0.00 | 0.00 |
| TCW Emerging Mkts Fxd Inc Collective Tr | 0.00 | 0.00 |
| TCW Emerging Markets Fixed Income Cl D | 0.00 | 0.00 |
| Capital Group EM Debt (Broad) DC Unit T | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| World Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| JPMCB LDI Diversified Inv | 0.00 | 2.40 |
| Sage Conservative R1 | 0.00 | 1.07 |
| Income ETF Fund 35 | 0.02 | -0.32 |
| Income ETF Fund 60 | 0.04 | -0.55 |
| Income ETF Fund 75 | 0.05 | -0.69 |
| Income ETF Fund 95 | 0.04 | -0.89 |
| JPMCB Diversified Global Inv | 0.00 | -1.41 |
| WTFSC Multi-Asset Portfolio Cl 0 | -2.07 | -2.21 |
| RWM Conservative Edge | 0.00 | -2.70 |
| WTFSC Multi-Asset Portfolio Cl 15 | -2.26 | -3.04 |
Source: Morningstar Separate Account/CIT Fund Database
| World Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB Diversified Global Inv | 0.00 | 9.15 |
| WTFSC Multi-Asset Portfolio Cl 0 | 6.87 | 6.80 |
| FMT/American Funds Capital Income Bu. R1 | 0.00 | 6.60 |
| Growth ETF Fund 35 | 6.77 | 6.38 |
| Growth ETF Fund 60 | 6.80 | 6.14 |
| Growth ETF Fund 75 | 6.84 | 6.02 |
| WTFSC Multi-Asset Portfolio Cl 15 | 6.85 | 5.98 |
| Income & Growth ETF Fund 35 | 5.36 | 4.98 |
| WTFSC Global Securities Portfolio Cl 0 | 5.00 | 4.84 |
| Income & Growth ETF Fund 60 | 5.36 | 4.71 |
Source: Morningstar Separate Account/CIT Fund Database
| Conservative Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| Reliance Trst Strategic Incm Pls Inst | 0.00 | 4.21 |
| TDA Managed Retirement Real Asset Cl I | 0.00 | 2.01 |
| TDA Managed Retirement Consv Cl I | 0.00 | 2.00 |
| SSgA Conservative Strat Bal Sec | 0.00 | 1.84 |
| TDA Managed Retirement Consv Cl II | 0.00 | 1.75 |
| TDA Managed Retirement Real Asset Cl II | 0.00 | 1.75 |
| Vanguard 20/80 - Cnsrv Mgd Tr R-INST | 0.00 | 1.29 |
| Vanguard 20/80 - Cnsrv Mgd Tr R | 0.00 | 1.29 |
| Pentegra Advtg Cnsrv Asst Allc 0 | 0.00 | 1.19 |
| Pentegra Advtg Mod Cnsrv Asst Allc 0 | 0.00 | 1.18 |
Source: Morningstar Separate Account/CIT Fund Database
| Conservative Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| WTFSC US Allocation Portfolio Cl 0 | 9.91 | 9.82 |
| WTFSC US Allocation Portfolio Cl 15 | 9.90 | 9.05 |
| Transamerica Intermediate Horizon - CTF | 0.00 | 7.76 |
| FMT/Vanguard Wellesley Income R1 | 0.00 | 6.98 |
| Associated ASAP2 Balanced Strategy | 6.40 | 6.40 |
| Associated ASAP Balanced Strategy | 6.37 | 6.37 |
| Transamerica Short/Intermediate Horizon | 0.00 | 6.19 |
| CUNA Mutual Retirement Pension Fund | 0.00 | 5.68 |
| Invesco Balanced Risk Allocation Trust | 6.43 | 5.49 |
| MAP Balanced Fund | 0.00 | 5.35 |
Source: Morningstar Separate Account/CIT Fund Database
| Moderate Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| Columbia Trust Balanced Fund | 1.26 | 1.25 |
| Pentegra Advtg Mod Agrsv Asst Allc 0 | 0.00 | 1.09 |
| TDA Managed Retirement Moderate Cl I | 0.00 | 1.05 |
| Pentegra Advtg Mod Asst Allc 0 | 0.00 | 0.99 |
| FMT Balanced Opportunities R1 | 0.00 | 0.98 |
| Columbia Trust Balanced I | 1.29 | 0.87 |
| Active Moderate Managed Fund | 0.00 | 0.84 |
| TDA Managed Retirement Moderate Cl II | 0.00 | 0.79 |
| Columbia Trust Balanced Fund II | 1.28 | 0.76 |
| Transamerica Intermediate/Long Horizon | 0.00 | 0.73 |
Source: Morningstar Separate Account/CIT Fund Database
| Moderate Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Columbia Trust Balanced Fund II | 11.04 | 10.48 |
| FMT/Dodge & Cox Balanced R1 | 0.00 | 10.29 |
| WTFSC Balanced Portfolio Cl 0 | 9.80 | 9.68 |
| FMT Balanced Opportunities R1 | 0.00 | 9.49 |
| JPMCB Diversified Fund Inv | 0.00 | 9.25 |
| JPMCB Diversified Plus Inv | 0.00 | 9.22 |
| Transamerica Intermediate/Long Horizon | 0.00 | 9.15 |
| FMT/Vanguard Balanced Index R1 | 0.00 | 8.93 |
| Enterprise Hldgs Ret Sav Pl Pft Shr Pl | 0.00 | 8.50 |
| Associated ASAP2 Growth Balanced Strat | 7.64 | 7.64 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2000-2010 | 1 year gross return | 1 year net return |
|---|---|---|
| First Trust-Target Date Fund 2010, R1 | 9.07 | 1.24 |
| Callan Glidepath 2005 Fund 25 | 1.25 | 0.94 |
| Callan Glidepath 2005 Fund 20 | 1.17 | 0.91 |
| First Trust-Target Date Fund 2010, R2 | 8.63 | 0.88 |
| Callan Glidepath 2010 Fund 0 | 0.67 | 0.62 |
| First Trust-Target Date Fund 2010, R3 | 8.39 | 0.59 |
| Schwab Indexed Retirement Tr Fd 2010 I | 0.67 | 0.53 |
| Callan Glidepath 2010 Fund 20 | 0.67 | 0.43 |
| Callan Glidepath 2010 Fund 25 | 0.69 | 0.39 |
| Schwab Managed Retirement Tr Fd 2010 IV | 0.80 | 0.35 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2000-2010 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepath 2010 Fund 20 | 8.48 | 8.20 |
| Callan Glidepath 2010 Fund 25 | 8.50 | 8.17 |
| Callan Glidepath 2005 Fund 20 | 7.64 | 7.24 |
| Callan Glidepath 2005 Fund 25 | 7.66 | 7.21 |
| Principal Trust Target 2010 Z | 0.00 | 6.65 |
| Principal Trust Target 2010 I | 0.00 | 6.60 |
| Principal Trust Target 2010 I10 | 0.00 | 6.49 |
| Principal Trust Target 2010 I25 | 0.00 | 6.34 |
| The Vanguard Target Retire 2010 Trust I | 0.00 | 6.31 |
| The Vanguard Target Retire 2010 Trust II | 0.00 | 6.26 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2011-2015 | 1 year gross return | 1 year net return |
|---|---|---|
| JPMCB SmartRetirement 2015 Fund CF-B | 0.00 | 0.82 |
| JPMCB SmartRetirement 2015 Fund Inst | 0.00 | 0.78 |
| JPMCB SmartRetirement 2015 Fund-C | 0.00 | 0.74 |
| Principal Trust To Retirement 2015 I10 | 0.00 | 0.73 |
| JPMCB SmartRetirement 2015 Fund-C10 | 0.00 | 0.69 |
| Sage Target Date 2015 R-PL | 0.00 | 0.67 |
| JPMCB SmartRetirement 2015 Fund-C20 | 0.00 | 0.55 |
| Comerica Destination Fund 2015 Instl Cl | 0.45 | 0.45 |
| Schwab Indexed Retirement Tr Fd 2015 I | 0.53 | 0.39 |
| JPMCB SmartRetirement 2015 Fund C35 | 0.00 | 0.38 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2011-2015 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepath 2015 Fund 20 | 8.94 | 8.68 |
| Callan Glidepath 2015 Fund 25 | 8.97 | 8.65 |
| Principal Trust Target 2015 Z | 0.00 | 7.32 |
| Principal Trust Target 2015 I | 0.00 | 7.24 |
| SSgA Target Retirement 2015 NL Ser A | 0.00 | 7.20 |
| SSgA Target Retirement 2015 Fund Class I | 0.00 | 7.20 |
| Principal Trust Target 2015 I10 | 0.00 | 7.13 |
| The Vanguard Target Retire 2015 Trust I | 0.00 | 7.11 |
| The Vanguard Target Retire 2015 Trust II | 0.00 | 7.07 |
| SSgA Target Retirement 2015 SL Fd Cl II | 0.00 | 7.06 |
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 | 2.20 |
| First Trust-Target Date Fund 2020, R2 | 13.17 | 1.71 |
| First Trust-Target Date Fund 2020, R3 | 12.92 | 1.45 |
| Putnam Retirement Advantage 2020: I | 0.00 | 1.42 |
| Putnam Retirement Advantage 2020: II | 0.00 | 1.26 |
| Putnam Retirement Advantage 2020:III | 0.00 | 1.12 |
| Putnam Retirement Advantage 2020: IV | 0.00 | 0.95 |
| JPMCB SmartRetirement 2020 Fund Inst | 0.00 | 0.70 |
| JPMCB SmartRetirement 2020 Fund CF-B | 0.00 | 0.69 |
| JPMCB SmartRetirement 2020 Fund-C | 0.00 | 0.54 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2016-2020 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepath 2020 Fund 20 | 9.45 | 9.19 |
| Callan Glidepath 2020 Fund 25 | 9.48 | 9.17 |
| SSgA Target Retirement 2020 Fund Class I | 0.00 | 8.18 |
| SSgA Target Retirement 2020 NL Ser A | 0.00 | 8.16 |
| SSgA Target Retirement 2020 SL Fd Cl II | 0.00 | 8.03 |
| SSgA Target Retirement 2020 NL Ser C | 0.00 | 8.01 |
| Principal Trust Target 2020 Z | 0.00 | 8.00 |
| Principal Trust Target 2020 I | 0.00 | 7.99 |
| Principal Trust Target 2020 I10 | 0.00 | 7.88 |
| JPMCB SmartRetirement 2020 Fund-C | 0.00 | 7.86 |
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 | 0.75 |
| Putnam Retirement Advantage 2025: II | 0.00 | 0.67 |
| Putnam Retirement Advantage 2025:III | 0.00 | 0.51 |
| Putnam Retirement Advantage 2025: IV | 0.00 | 0.34 |
| Putnam Retirement Advantage 2025:V | 0.00 | 0.26 |
| JPMCB SmartRetirement 2025 Fund Inst | 0.00 | 0.14 |
| JPMCB SmartRetirement 2025 Fund CF-B | 0.00 | 0.12 |
| JPMCB SmartRetirement 2025 Fund-C | 0.00 | 0.09 |
| Sage Target Date 2025 R-PL | 0.00 | 0.00 |
| JPMCB SmartRetirement 2025 Fund-C10 | 0.00 | -0.04 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2021-2025 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepath 2025 Fund 20 | 9.70 | 9.45 |
| Callan Glidepath 2025 Fund 25 | 9.69 | 9.38 |
| Putnam Retirement Advantage 2025: I | 0.00 | 8.89 |
| SSgA Target Retirement 2025 Fund Class I | 0.00 | 8.69 |
| SSgA Target Retirement 2025 NL Ser A | 0.00 | 8.68 |
| SSgA Target Retirement 2025 SL Fd Cl II | 0.00 | 8.54 |
| SSgA Target Retirement 2025 NL Ser C | 0.00 | 8.52 |
| Principal Trust Target 2025 Z | 0.00 | 8.46 |
| Putnam Retirement Advantage 2025: IV | 0.00 | 8.44 |
| JPMCB SmartRetirement 2025 Fund-C | 0.00 | 8.42 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2026-2030 | 1 year gross return | 1 year net return |
|---|---|---|
| First Trust-Target Date Fund 2030, R1 | 15.41 | 2.22 |
| First Trust-Target Date Fund 2030, R2 | 14.85 | 1.64 |
| First Trust-Target Date Fund 2030, R3 | 14.40 | 1.48 |
| Putnam Retirement Advantage 2030: I | 0.00 | 0.00 |
| Putnam Retirement Advantage 2030: II | 0.00 | -0.08 |
| JPMCB SmartRetirement 2030 Fund Inst | 0.00 | -0.23 |
| JPMCB SmartRetirement 2030 Fund CF-B | 0.00 | -0.25 |
| Putnam Retirement Advantage 2030:III | 0.00 | -0.26 |
| JPMCB SmartRetirement 2030 Fund-C | 0.00 | -0.32 |
| Putnam Retirement Advantage 2030: IV | 0.00 | -0.43 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2026-2030 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepath 2030 Fund 20 | 9.96 | 9.70 |
| Callan Glidepath 2030 Fund 25 | 9.99 | 9.68 |
| Putnam Retirement Advantage 2030: I | 0.00 | 9.34 |
| SSgA Target Retirement 2030 Fund Class I | 12.19 | 9.05 |
| SSgA Target Retirement 2030 NL Ser A | 0.00 | 9.02 |
| Putnam Retirement Advantage 2030: IV | 0.00 | 8.89 |
| SSgA Target Retirement 2030 SL Fd Cl II | 0.00 | 8.89 |
| Principal Trust Target 2030 Z | 0.00 | 8.88 |
| JPMCB SmartRetirement 2030 Fund-C | 0.00 | 8.87 |
| SSgA Target Retirement 2030 NL Ser C | 0.00 | 8.87 |
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 | -0.58 |
| Putnam Retirement Advantage 2035: II | -0.09 | -0.69 |
| JPMCB SmartRetirement 2035 Fund CF-B | 0.00 | -0.74 |
| Sage Target Date 2035 R-PL | 0.00 | -0.76 |
| American Century Retirement Date 2035 I | 0.00 | -0.77 |
| American Century Retirement Date 2035 L | 0.00 | -0.77 |
| JPMCB SmartRetirement 2035 Fund Inst | 0.00 | -0.81 |
| Putnam Retirement Advantage 2035:III | 0.00 | -0.85 |
| JPMCB SmartRetirement 2035 Fund-C | 0.00 | -0.86 |
| Putnam Retirement Advantage 2035: IV | 0.00 | -0.93 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2031-2035 | 5 year gross return | 5 year net return |
|---|---|---|
| Putnam Retirement Advantage 2035: I | 0.00 | 9.77 |
| Callan Glidepath 2035 Fund 20 | 10.00 | 9.74 |
| Callan Glidepath 2035 Fund 25 | 10.00 | 9.68 |
| Putnam Retirement Advantage 2035: IV | 0.00 | 9.34 |
| Comerica Destination Fund 2035 Instl Cl | 9.24 | 9.24 |
| Principal Trust Target 2035 Z | 0.00 | 9.21 |
| Putnam Retirement Advantage 2035:V | 0.00 | 9.18 |
| Principal Trust Target 2035 I | 0.00 | 9.17 |
| The Vanguard Target Retire 2035 Trust I | 0.00 | 9.16 |
| The Vanguard Target Retire 2035 Trust II | 0.00 | 9.12 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2036-2040 | 1 year gross return | 1 year net return |
|---|---|---|
| First Trust-Target Date Fund 2040, R1 | 16.90 | 1.92 |
| First Trust-Target Date Fund 2040, R2 | 16.30 | 1.50 |
| First Trust-Target Date Fund 2040, R3 | 16.05 | 1.30 |
| Putnam Retirement Advantage 2040: I | 0.00 | -0.66 |
| Putnam Retirement Advantage 2040: II | -0.15 | -0.74 |
| American Century Retirement Date 2040 I | 0.00 | -0.86 |
| Putnam Retirement Advantage 2040:III | 0.00 | -0.93 |
| American Century Retirement Date 2040 L | 0.00 | -0.96 |
| Putnam Retirement Advantage 2040: IV | 0.00 | -1.10 |
| JPMCB SmartRetirement 2040 Fund CF-B | 0.00 | -1.11 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2036-2040 | 5 year gross return | 5 year net return |
|---|---|---|
| Putnam Retirement Advantage 2040: I | 0.00 | 10.17 |
| Putnam Retirement Advantage 2040: IV | 0.00 | 9.74 |
| Callan Glidepath 2040 Fund 20 | 9.88 | 9.61 |
| Callan Glidepath 2040 Fund 25 | 9.88 | 9.55 |
| Principal Trust Target 2040 Z | 0.00 | 9.51 |
| Principal Trust Target 2040 I | 0.00 | 9.44 |
| Schwab Managed Retirement Tr Fd 2040 IV | 9.87 | 9.38 |
| Principal Trust Target 2040 I10 | 0.00 | 9.34 |
| The Vanguard Target Retire 2040 Trust I | 0.00 | 9.31 |
| Schwab Managed Retirement Tr Fd 2040 III | 9.87 | 9.28 |
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 | -0.82 |
| Putnam Retirement Advantage 2045: II | 0.00 | -0.91 |
| Sage Target Date 2045 R-PL | 0.00 | -0.94 |
| American Century Retirement Date 2045 I | 0.00 | -1.05 |
| American Century Retirement Date 2045 L | 0.00 | -1.05 |
| JPMCB SmartRetirement 2045 Fund Inst | 0.00 | -1.08 |
| Putnam Retirement Advantage 2045:III | 0.00 | -1.10 |
| JPMCB SmartRetirement 2045 Fund CF-B | 0.00 | -1.11 |
| JPMCB SmartRetirement 2045 Fund-C | 0.00 | -1.17 |
| Putnam Retirement Advantage 2045: IV | 0.00 | -1.18 |
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 | 10.56 |
| Putnam Retirement Advantage 2045: IV | 0.00 | 10.10 |
| Putnam Retirement Advantage 2045:V | 0.00 | 9.93 |
| Principal Trust Target 2045 Z | 0.00 | 9.72 |
| Principal Trust Target 2045 I | 0.00 | 9.68 |
| Comerica Destination Fund 2045 Instl Cl | 9.68 | 9.68 |
| Callan Glidepath 2045 Fund 20 | 9.87 | 9.61 |
| Principal Trust Target 2045 I10 | 0.00 | 9.58 |
| Callan Glidepath 2045 Fund 25 | 9.88 | 9.56 |
| Schwab Managed Retirement Tr Fd 2045 IV | 10.00 | 9.50 |
Source: Morningstar Separate Account/CIT Fund Database
| Retirement Income | 1 year gross return | 1 year net return |
|---|---|---|
| Manning & Napier GOAL Income CIT Class U | 1.17 | 0.83 |
| Schwab Managed Retirement Tr Fd Inc V | 1.05 | 0.70 |
| Sage Target Date Retirement Income R-PL | 0.00 | 0.68 |
| Schwab Managed Retirement Tr Fd Inc IV | 1.06 | 0.61 |
| Principal Trust Retirement Income I10 | 0.00 | 0.56 |
| Schwab Managed Retirement Tr Fd Inc III | 1.06 | 0.52 |
| BNY Mellon SmartPath Retirement Income | 0.66 | 0.49 |
| JPMCB SmartRetirement Income-C | 0.00 | 0.43 |
| JPMCB SmartRetirement Income Fund Inst | 0.00 | 0.38 |
| JPMCB SmartRetirement Income Fund CF-B | 0.00 | 0.38 |
Source: Morningstar Separate Account/CIT Fund Database
| Retirement Income | 5 year gross return | 5 year net return |
|---|---|---|
| Putnam Retirement Maturity Fund: I | 0.00 | 6.04 |
| JPMCB SmartRetirement Income-C | 0.00 | 5.85 |
| JPMCB SmartRetirement Income-C10 | 0.00 | 5.75 |
| JPMCB SmartRetirement Income-C20 | 0.00 | 5.64 |
| Putnam Retirement Maturity Fund: IV | 0.00 | 5.60 |
| The Vanguard Target Retire Inc Trust I | 0.00 | 5.26 |
| Voya Target Solution Income Trust | 5.75 | 5.24 |
| The Vanguard Target Retire Incm Trust II | 0.00 | 5.22 |
| BlackRock LifePathˆ® Index Retire F | 0.00 | 5.15 |
| JPMCB SmartRetirement Pasv Blnd Inc-CF20 | 0.00 | 5.13 |
