| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| State Street NASDAQ 100 Idx Fd - Cl A | 27.48 | 4.74 |
| State Street NASDAQ 100 Idx Fd - Cl C | 27.46 | 4.71 |
| Columbia Trust Contrarian Core | 3.23 | 3.22 |
| Columbia Trust Contrarian Core Inst 1 | 0.00 | 2.78 |
| Navigator High Div Equity Fund Fee Cl 5 | 3.40 | 2.37 |
| Wells Fargo Enhanced Stock Mkt CIT N | 0.00 | 2.31 |
| QMA US Core Equity Fund | 2.67 | 2.31 |
| Navigator High Div Equity Fund Fee Cl 1 | 3.41 | 2.13 |
| Wells Fargo Enhanced Stock Mkt CIT N20 | 2.11 | 2.11 |
| Fisher Investments U.S. Equity 3 | 0.00 | 2.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| State Street NASDAQ 100 Idx Fd - Cl A | 20.01 | 15.33 |
| State Street NASDAQ 100 Idx Fd - Cl C | 19.97 | 15.27 |
| BlackRock Active Stock F | 0.00 | 12.95 |
| QMA US Core Equity Fund | 12.77 | 12.38 |
| JPMCB U.S. Active Core Equity Inv | 0.00 | 12.28 |
| QMA US All Cap Core Equity Fund | 12.65 | 12.26 |
| Amalgamated Bank LongView Quant. LC CF | 12.58 | 12.25 |
| JPMCB Intrepid America Fund Inv | 0.00 | 12.17 |
| JPMCB US Research Enh Idx (REI) 150 Inv | 0.00 | 12.12 |
| Amalgamated Bank LongView LC Qtv VEBA Fd | 12.39 | 12.06 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Transamerica Partners Mid Value - CTF | 0.00 | 1.20 |
| Comerica S&P Composite 1500 Index C | 0.00 | 1.17 |
| Champlain Mid Cap Collective Fund 4 | 0.00 | 1.11 |
| FMT Mid Cap Value R1 | 0.00 | 0.37 |
| Champlain Mid Cap Collective Fund 1 | 0.00 | 0.17 |
| Blackrock US Eq Mkt Fund CF | -0.23 | -0.31 |
| Amalgamated Bank Longview Qnt Mid Cap CF | -1.01 | -1.55 |
| QMA US Mid Cap Core Equity Fund | -1.39 | -1.93 |
| Blackrock Russ 3000 Alpha Tilts CF | -2.77 | -3.11 |
| BlackRock Mid Cap Equity Index Fund Cl 0 | -3.44 | -3.44 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Transamerica Partners Mid Value - CTF | 0.00 | 12.17 |
| BNY Mellon EB DO Mid Cap Core | 12.34 | 11.66 |
| Amalgamated Bank Longview Qnt Mid Cap CF | 12.01 | 11.40 |
| QMA US Mid Cap Core Equity Fund | 11.74 | 11.13 |
| Burgundy US Small/Mid Cap Fund | 11.06 | 10.85 |
| BNY Mellon EB DL Mid Cap Stk Index | 10.45 | 10.39 |
| FMT/Longleaf Small Cap R1 | 0.00 | 10.02 |
| Comerica MidCap 400 Inst | 9.71 | 9.71 |
| FMT/Vanguard Midcap Index R1 | 0.00 | 9.62 |
| State Street S&P MidCap Idx Fd - Cl I | 16.43 | 9.60 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Reliance Trst Small-Mid Value Cl 0 | 0.00 | -0.28 |
| Wellington CIF II Small Cap Value S1 | -0.38 | -1.23 |
| Advisory Rsrch Sm Cp Val Collective Fund | 0.00 | -2.84 |
| Comerica SmallCap 600 Inst | -3.33 | -3.33 |
| Comerica SmallCap 600 C | -3.33 | -3.40 |
| Amalgamated Bank LongView 600 SC Idx CF | -3.35 | -3.40 |
| SMA Small Company 600 Index Fund | 16.35 | -3.43 |
| Comerica SmallCap 600 A | -3.33 | -3.48 |
| BNY Mellon Small Cap Stock Id Fd UC3 | -3.59 | -3.74 |
| Voya Small Cap Core Trust | -3.11 | -3.83 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock Russell 2000 Alpha Tilts Fd A | 10.54 | 10.54 |
| Comerica SmallCap 600 Inst | 10.45 | 10.45 |
| FIAM Small Cap Core Pool | 11.33 | 10.45 |
| SMA Small Company 600 Index Fund | 5.15 | 10.32 |
| Amalgamated Bank LongView 600 SC Idx CF | 10.33 | 10.28 |
| Comerica SmallCap 600 A | 10.41 | 10.24 |
| Wellington CIF II Small Cap Opps | 11.00 | 10.09 |
| WTFSC Small Comp Diversified Value Cl 0 | 10.15 | 9.99 |
| State Street Enhanced US SmCp Blnd SL I | 0.00 | 9.78 |
| RAM Small/Mid-Cap Fund LLC | 11.01 | 9.35 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| FMT Large Cap Fundamental Growth R1 | 0.00 | 3.81 |
| Wellington CIF II Diversified Growth S1 | 4.33 | 3.78 |
| Comerica LargeCap Growth | 3.55 | 3.55 |
| BlackRock Equity Growth Non-Lendable F | 0.00 | 3.53 |
| Comerica LargeCap Growth C | 3.55 | 3.48 |
| Blackrock Eq Gr Fund CF | 3.53 | 3.45 |
| Christian Bros CUIT Growth Fund- Class B | 4.08 | 3.15 |
| Christian Bros CUIT Growth Fund- Class A | 4.08 | 2.83 |
| Victory Large Cap Growth Collective Fund | 0.61 | 2.76 |
| Wells Fargo/BlackRock Lrg Cap Gr Idx F | 0.00 | 2.59 |
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 | 13.31 |
| Comerica LargeCap Growth | 13.05 | 13.03 |
| BlackRock Equity Growth Non-Lendable F | 0.00 | 13.01 |
| Wellington CIF US Research Equity | 13.37 | 12.69 |
| Wellington CIF II Large Cap Research S1 | 13.17 | 12.53 |
| BlackRock Russell 1000ˆ® Growth F | 0.00 | 12.44 |
| State Street Russell LgCp Gr Idx SL I | 0.00 | 12.40 |
| State Street Russell LgCp Gr Idx NL A | 0.00 | 12.40 |
| Wells Fargo/BlackRock Lrg Cap Gr Idx N | 0.00 | 12.39 |
| BlackRock Russell 1000ˆ® Growth T | 0.00 | 12.38 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Delaware SMID Cap Growth Trust | 0.00 | 2.21 |
| Champlain Mid Cap Fund, LLC | 1.30 | 0.42 |
| FMT/T. Rowe Price Mid-Cap Growth R1 | 0.00 | -0.68 |
| FMT/Neuberger Berman Genesis R1 | 0.00 | -2.60 |
| Wellington CIF II Mid Cap Opportunity S2 | -2.97 | -3.41 |
| Wellington CIF II Mid Cap Opportunity S1 | -2.97 | -3.56 |
| Voya Mid Cap Growth Trust | -2.91 | -3.59 |
| S/M Cp Cor Eq Collective Invmt Fund | -3.21 | -3.62 |
| PGI CIT Mid-Cap Equity Fund | -3.21 | -3.79 |
| Mid Cap Strategic Allocation Fund | 0.00 | -4.80 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/T. Rowe Price Mid-Cap Growth R1 | 0.00 | 10.85 |
| MIZAN All Equity Moderate Alloc Fd R1 | 0.00 | 10.74 |
| Champlain Mid Cap Fund, LLC | 11.43 | 10.49 |
| FMT Mid Cap Growth R1 | 0.00 | 10.36 |
| Wellington CIF II Mid Cap Opportunity S2 | 10.69 | 10.16 |
| Wellington CIF II Mid Cap Opportunity S1 | 10.69 | 9.98 |
| Voya Mid Cap Growth Trust | 9.73 | 8.97 |
| FMT/iShares Russell MidCap Growth Idx R1 | 0.00 | 8.61 |
| Mid Cap Strategic Allocation Fund | 0.00 | 8.52 |
| WTFSC Mid-Cap Growth Portfolio Cl 0 | 8.45 | 8.35 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Hillsdale US Performance Equity Fund | -3.25 | -3.98 |
| FIAM Small Company Pool | -3.43 | -4.21 |
| FIAM Small Capitalization Core CIT D | -3.83 | -4.53 |
| Wells Fargo/Multi-Manager Sm Cap F | -4.98 | -4.98 |
| Wells Fargo/Multi-Manager Sm Cap N | 0.00 | -5.00 |
| Wells Fargo/Multi-Manager Sm Cap TR | -5.48 | -5.48 |
| Champlain Small Company Fund, LLC | -4.68 | -5.55 |
| FMT SMID Diversified Growth R1 | 0.00 | -5.67 |
| Small Cap Strategic Allocation Fund | 0.00 | -7.31 |
| FMT Small Cap Diversified Equity R1 | 0.00 | -7.58 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| FMT Small Cap Diversified Equity R1 | 0.00 | 10.12 |
| FIAM Small Company Pool | 10.48 | 9.60 |
| Wellington CIF II Small Cap 2000 S1 | 10.47 | 9.54 |
| Hillsdale US Performance Equity Fund | 10.40 | 8.93 |
| FMT SMID Diversified Growth R1 | 0.00 | 8.30 |
| Champlain Small Company Fund, LLC | 9.11 | 8.06 |
| BlackRock Russell 2000ˆ® Growth F | 0.00 | 7.92 |
| JENNISON U.S. SMALL CAP EQUITY FUND 4 | 0.00 | 7.77 |
| State Street Russell SmCp Gr Idx Cl A | 0.00 | 7.69 |
| State Street Russell SmCp Gr Idx Cl C | 0.00 | 7.64 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| American Century US Value Yield Eq Tr 2 | 0.00 | 7.96 |
| Invesco Diversified Dividend | 0.00 | 5.66 |
| Columbia Trust Dividend Income | 5.13 | 5.13 |
| Columbia Trust Dividend Income A | 5.10 | 4.52 |
| Columbia Trust Dividend Opportunity | 3.37 | 3.37 |
| Columbia Trust Dividend Opportunity A | 3.39 | 2.82 |
| BlackRock Equity Dividend F | 0.00 | 1.97 |
| BlackRock Equity Dividend T | 0.00 | 1.48 |
| Wells Fargo/MFS Value F | 1.36 | 1.36 |
| Wells Fargo/MFS Value N | 0.00 | 1.36 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| Transamerica Partners Large Core - CTF | 0.00 | 12.69 |
| State Street Actv U.S. LgCp Blnd NL Cl A | 15.80 | 12.08 |
| JPMCB U.S. All Cap Value Inv | 0.00 | 11.78 |
| American Century US Value Yield Eq Tr 2 | 0.00 | 11.44 |
| JPMCB U.S. Active Value Fund Inv | 0.00 | 11.22 |
| MFSˆ® Large Cap Value CIT | 0.00 | 11.18 |
| MFSˆ® Large Cap Value CL 4 | 0.00 | 11.08 |
| Wellington CIF II Research Value | 11.45 | 10.90 |
| Transamerica Partners Large Value - CTF | 0.00 | 10.78 |
| FMT/T. Rowe Price Value R1 | 0.00 | 10.61 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 1 year gross return | 1 year net return |
|---|---|---|
| Speece Thorson Value Fund | 5.01 | 4.04 |
| TS&W Mid Cap Value 200 | 0.00 | 2.98 |
| American Century US Mid Cp Val Eq N | 0.00 | 2.86 |
| FMT/American Century Mid Cap Value R1 | 0.00 | 1.67 |
| American Century US Mid Cap Value Eq Tr | 0.00 | 1.56 |
| Victory Mid Cap Value Collective Fd 80-F | 0.00 | 0.16 |
| WTFSC Mid Cap Fundamental Val Port Cl 0 | -2.88 | -3.04 |
| RidgeWorth Mid-Cap Value Equity | 0.00 | -3.28 |
| FMT/iShares Russell Mid-Cap Value Idx R1 | 0.00 | -3.69 |
| WTFSC Mid Cap Fundamental Val Port Cl R | -3.06 | -3.70 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 5 year gross return | 5 year net return |
|---|---|---|
| TS&W Mid Cap Value 200 | 0.00 | 13.13 |
| American Century US Mid Cap Value Eq Tr | 0.00 | 11.89 |
| FMT/iShares Russell Mid-Cap Value Idx R1 | 0.00 | 10.06 |
| WTFSC Mid Cap Fundamental Val Port Cl 0 | 10.13 | 10.03 |
| FMT/Vanguard Selected Value R1 | 0.00 | 9.46 |
| Speece Thorson Value Fund | 9.71 | 8.67 |
| WTFSC Mid-Cap Fundamental Val Port Cl 15 | 9.47 | 8.60 |
| FMT/DFA U.S. Vector Equity R1 | 0.00 | 8.05 |
| VT Vantagepoint Select Value R5 | 0.00 | 7.97 |
| VT Vantagepoint Select Value R3 | 0.00 | 7.65 |
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 | -0.76 |
| Victory Small Cap Value Collective Fund | 0.09 | -1.03 |
| Edge SMID Cap Value Equity Fund | -1.53 | -2.36 |
| Brandywine Diversified Sm Cap Select BIT | -1.83 | -2.61 |
| Brandywine Diversified Small Cap BIT | -2.33 | -3.11 |
| Brandywine Diversified Small Cap GT | -2.41 | -3.18 |
| Donald Smith & Co. Sm-Cap Val Eq CF | -4.42 | -5.14 |
| FMT/American Beacon Small Cap Value R1 | 0.00 | -6.02 |
| American Century US Small Cap Val Eq Tr | 0.00 | -6.08 |
| WTFSC Small Company Value Portfolio Cl 0 | -6.46 | -6.61 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Brandywine Diversified Small Cap GT | 10.38 | 9.51 |
| Brandywine Diversified Small Cap BIT | 10.37 | 9.50 |
| Victory Small Cap Value Collective Fund | 9.83 | 8.69 |
| Invesco US Quantitative Sm Value Trust | 10.29 | 7.96 |
| FMT/American Beacon Small Cap Value R1 | 0.00 | 7.58 |
| FMT/DFA U.S. Targeted Value R1 | 0.00 | 7.57 |
| WTFSC Small Company Value Portfolio Cl 0 | 7.38 | 7.27 |
| FMT/DFA U.S. Small Cap Value R1 | 0.00 | 7.08 |
| BlackRock Russell 2000 Value Index Fd 6 | 6.86 | 6.73 |
| BlackRock Russell 2000 Value Index Fd 8 | 6.86 | 6.72 |
Source: Morningstar Separate Account/CIT Fund Database
| Financial | 1 year gross return | 1 year net return |
|---|---|---|
| Associated Banc Corp Stock Fund | -3.51 | -3.51 |
| FMT/T. Rowe Price Financial Services R1 | 0.00 | -9.37 |
Source: Morningstar Separate Account/CIT Fund Database
| Financial | 5 year gross return | 5 year net return |
|---|---|---|
| Associated Banc Corp Stock Fund | 4.40 | 4.40 |
| 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/SPDR Health Care Sector R1 | 0.00 | -5.81 |
Source: Morningstar Separate Account/CIT Fund Database
| Health | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/SPDR Health Care Sector R1 | 0.00 | 16.16 |
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 | -22.29 |
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 | -12.31 |
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 | 8.42 |
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 | -14.39 |
Source: Morningstar Separate Account/CIT Fund Database
| Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| American Core Realty Fund, LP | 13.34 | 12.23 |
| JPMCB Divers Commercial Property-C | 0.00 | 10.37 |
| Benefit TIAA-CREF Direct Real Estate A | 0.00 | 9.09 |
| WTFSC Total Return REIT Portfolio Cl 0 | 6.29 | 6.11 |
| AEW Real Estate Securities Divers Trust | 0.00 | 5.85 |
| Security Capital Preferred Growth | 6.80 | 5.60 |
| WTFSC Total Return REIT Portfolio Cl 45 | 6.26 | 5.13 |
| WTFSC Total Return REIT Portfolio Cl 60 | 6.29 | 4.99 |
| State Street REIT Idx NL Series Fd Cl A | 0.00 | 4.81 |
| SSgA/Tuckerman REIT Index NL Ser C | 0.00 | 4.72 |
Source: Morningstar Separate Account/CIT Fund Database
| Real Estate | 5 year gross return | 5 year net return |
|---|---|---|
| WTFSC Total Return REIT Portfolio Cl 0 | 13.10 | 12.96 |
| AEW Real Estate Securities Divers Trust | 0.00 | 12.31 |
| JPMCB U.S. Real Estate Securities Inv | 0.00 | 12.14 |
| State Street REIT Idx NL Series Fd Cl A | 0.00 | 11.90 |
| SSgA/Tuckerman REIT Index NL Ser C | 0.00 | 11.80 |
| BNY Mellon REIT Index Fund UC1 | 11.80 | 11.66 |
| American Core Realty Fund, LP | 12.70 | 11.59 |
| FIAM U.S. Real Estate Invest Tr CIT | 12.15 | 11.48 |
| FMT/DFA Real Estate Securities R1 | 0.00 | 11.44 |
| Diversified Real Estate Fund U | 0.00 | 11.31 |
Source: Morningstar Separate Account/CIT Fund Database
| Technology | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/SPDR Technology Sector R1 | 0.00 | 8.49 |
Source: Morningstar Separate Account/CIT Fund Database
| Technology | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/SPDR Technology Sector R1 | 0.00 | 12.36 |
Source: Morningstar Separate Account/CIT Fund Database
| Equity Energy | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/SPDR Energy Sector R1 | 0.00 | -17.50 |
Source: Morningstar Separate Account/CIT Fund Database
| Equity Energy | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/SPDR Energy Sector R1 | 0.00 | -3.12 |
Source: Morningstar Separate Account/CIT Fund Database
| Aggressive Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| American Century US Value Yield Eq Tr 1 | 0.00 | 7.69 |
| First Trust Counter Infl Portfolio, R3 | 0.00 | 3.54 |
| WTFSC Strategic Balanced Portfolio Cl 0 | 0.47 | 0.30 |
| JPMCB Diversified Fund Inv | 0.00 | -0.38 |
| WTFSC Strategic Balanced Portfolio Cl 45 | 0.54 | -0.61 |
| TDA Managed Retirement Growth Cl I | 0.00 | -0.97 |
| State Street Aggr Strat Bal SLing | 0.00 | -1.18 |
| Alerus Moderate Growth Direct | -0.85 | -1.18 |
| TDA Managed Retirement Growth Cl II | 0.00 | -1.22 |
| Alerus Moderate Growth Advisor | -0.68 | -1.45 |
Source: Morningstar Separate Account/CIT Fund Database
| Aggressive Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| WTFSC Strategic Balanced Portfolio Cl 0 | 8.39 | 8.27 |
| JPMCB Diversified Fund Inv | 0.00 | 7.87 |
| WTFSC US Allocation Portfolio Cl 0 | 7.73 | 7.65 |
| Transamerica Intermediate/Long Horizon | 0.00 | 7.01 |
| Associated Conservative Growth LifeStage | 7.00 | 7.00 |
| Associated ASAP2 Conserv Growth Strat | 6.95 | 6.95 |
| Associated ASAP Conservative Gr Strat | 6.92 | 6.92 |
| StarCore III Fundˆ® | 0.00 | 6.63 |
| VT Vantagepoint MP Lng-Trm Gr R5 | 0.00 | 6.08 |
| MAP Growth Fund | 0.00 | 5.87 |
Source: Morningstar Separate Account/CIT Fund Database
| Bank Loan | 1 year gross return | 1 year net return |
|---|---|---|
| Credit Suisse Floating Rate Trust 0IM | 1.72 | 1.56 |
| Credit Suisse Floating Rate Trust 15 | 1.83 | 1.51 |
| Credit Suisse Floating Rate Trust 45 | 1.76 | 1.14 |
| Prudential Bank Loan Fund 1 | 0.00 | 0.21 |
| Voya Senior Loan Trust | 0.61 | 0.16 |
| Shenkman Capital Mgt High Yld Bank Loan | 0.28 | -0.34 |
| Prudential Bank Loan Fund 2 | 0.00 | -0.34 |
| Prudential Bank Loan Fund 3 | 0.00 | -0.43 |
| JPMCB Floating Rate Income Inv | 0.00 | -1.53 |
Source: Morningstar Separate Account/CIT Fund Database
| Bank Loan | 5 year gross return | 5 year net return |
|---|---|---|
| Prudential Bank Loan Fund 1 | 0.00 | 3.88 |
| Voya Senior Loan Trust | 4.67 | 3.78 |
| Prudential Bank Loan Fund 2 | 0.00 | 3.31 |
| Prudential Bank Loan Fund 3 | 0.00 | 3.21 |
| 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 |
| Shenkman Capital Mgt High Yld Bank Loan | 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 |
|---|---|---|
| Victory Small Cap Value Collective 85 | 0.00 | -0.76 |
| Victory Small Cap Value Collective Fund | 0.09 | -1.03 |
| Edge SMID Cap Value Equity Fund | -1.53 | -2.36 |
| Brandywine Diversified Sm Cap Select BIT | -1.83 | -2.61 |
| Brandywine Diversified Small Cap BIT | -2.33 | -3.11 |
| Brandywine Diversified Small Cap GT | -2.41 | -3.18 |
| Donald Smith & Co. Sm-Cap Val Eq CF | -4.42 | -5.14 |
| FMT/American Beacon Small Cap Value R1 | 0.00 | -6.02 |
| American Century US Small Cap Val Eq Tr | 0.00 | -6.08 |
| WTFSC Small Company Value Portfolio Cl 0 | -6.46 | -6.61 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Brandywine Diversified Small Cap GT | 10.38 | 9.51 |
| Brandywine Diversified Small Cap BIT | 10.37 | 9.50 |
| Victory Small Cap Value Collective Fund | 9.83 | 8.69 |
| Invesco US Quantitative Sm Value Trust | 10.29 | 7.96 |
| FMT/American Beacon Small Cap Value R1 | 0.00 | 7.58 |
| FMT/DFA U.S. Targeted Value R1 | 0.00 | 7.57 |
| WTFSC Small Company Value Portfolio Cl 0 | 7.38 | 7.27 |
| FMT/DFA U.S. Small Cap Value R1 | 0.00 | 7.08 |
| BlackRock Russell 2000 Value Index Fd 6 | 6.86 | 6.73 |
| BlackRock Russell 2000 Value Index Fd 8 | 6.86 | 6.72 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 1 year gross return | 1 year net return |
|---|---|---|
| Speece Thorson Value Fund | 5.01 | 4.04 |
| TS&W Mid Cap Value 200 | 0.00 | 2.98 |
| American Century US Mid Cp Val Eq N | 0.00 | 2.86 |
| FMT/American Century Mid Cap Value R1 | 0.00 | 1.67 |
| American Century US Mid Cap Value Eq Tr | 0.00 | 1.56 |
| Victory Mid Cap Value Collective Fd 80-F | 0.00 | 0.16 |
| WTFSC Mid Cap Fundamental Val Port Cl 0 | -2.88 | -3.04 |
| RidgeWorth Mid-Cap Value Equity | 0.00 | -3.28 |
| FMT/iShares Russell Mid-Cap Value Idx R1 | 0.00 | -3.69 |
| WTFSC Mid Cap Fundamental Val Port Cl R | -3.06 | -3.70 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 5 year gross return | 5 year net return |
|---|---|---|
| TS&W Mid Cap Value 200 | 0.00 | 13.13 |
| American Century US Mid Cap Value Eq Tr | 0.00 | 11.89 |
| FMT/iShares Russell Mid-Cap Value Idx R1 | 0.00 | 10.06 |
| WTFSC Mid Cap Fundamental Val Port Cl 0 | 10.13 | 10.03 |
| FMT/Vanguard Selected Value R1 | 0.00 | 9.46 |
| Speece Thorson Value Fund | 9.71 | 8.67 |
| WTFSC Mid-Cap Fundamental Val Port Cl 15 | 9.47 | 8.60 |
| FMT/DFA U.S. Vector Equity R1 | 0.00 | 8.05 |
| VT Vantagepoint Select Value R5 | 0.00 | 7.97 |
| VT Vantagepoint Select Value R3 | 0.00 | 7.65 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| American Century US Value Yield Eq Tr 2 | 0.00 | 7.96 |
| Invesco Diversified Dividend | 0.00 | 5.66 |
| Columbia Trust Dividend Income | 5.13 | 5.13 |
| Columbia Trust Dividend Income A | 5.10 | 4.52 |
| Columbia Trust Dividend Opportunity | 3.37 | 3.37 |
| Columbia Trust Dividend Opportunity A | 3.39 | 2.82 |
| BlackRock Equity Dividend F | 0.00 | 1.97 |
| BlackRock Equity Dividend T | 0.00 | 1.48 |
| Wells Fargo/MFS Value F | 1.36 | 1.36 |
| Wells Fargo/MFS Value N | 0.00 | 1.36 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| Transamerica Partners Large Core - CTF | 0.00 | 12.69 |
| State Street Actv U.S. LgCp Blnd NL Cl A | 15.80 | 12.08 |
| JPMCB U.S. All Cap Value Inv | 0.00 | 11.78 |
| American Century US Value Yield Eq Tr 2 | 0.00 | 11.44 |
| JPMCB U.S. Active Value Fund Inv | 0.00 | 11.22 |
| MFSˆ® Large Cap Value CIT | 0.00 | 11.18 |
| MFSˆ® Large Cap Value CL 4 | 0.00 | 11.08 |
| Wellington CIF II Research Value | 11.45 | 10.90 |
| Transamerica Partners Large Value - CTF | 0.00 | 10.78 |
| FMT/T. Rowe Price Value R1 | 0.00 | 10.61 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Hillsdale US Performance Equity Fund | -3.25 | -3.98 |
| FIAM Small Company Pool | -3.43 | -4.21 |
| FIAM Small Capitalization Core CIT D | -3.83 | -4.53 |
| Wells Fargo/Multi-Manager Sm Cap F | -4.98 | -4.98 |
| Wells Fargo/Multi-Manager Sm Cap N | 0.00 | -5.00 |
| Wells Fargo/Multi-Manager Sm Cap TR | -5.48 | -5.48 |
| Champlain Small Company Fund, LLC | -4.68 | -5.55 |
| FMT SMID Diversified Growth R1 | 0.00 | -5.67 |
| Small Cap Strategic Allocation Fund | 0.00 | -7.31 |
| FMT Small Cap Diversified Equity R1 | 0.00 | -7.58 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| FMT Small Cap Diversified Equity R1 | 0.00 | 10.12 |
| FIAM Small Company Pool | 10.48 | 9.60 |
| Wellington CIF II Small Cap 2000 S1 | 10.47 | 9.54 |
| Hillsdale US Performance Equity Fund | 10.40 | 8.93 |
| FMT SMID Diversified Growth R1 | 0.00 | 8.30 |
| Champlain Small Company Fund, LLC | 9.11 | 8.06 |
| BlackRock Russell 2000ˆ® Growth F | 0.00 | 7.92 |
| JENNISON U.S. SMALL CAP EQUITY FUND 4 | 0.00 | 7.77 |
| State Street Russell SmCp Gr Idx Cl A | 0.00 | 7.69 |
| State Street Russell SmCp Gr Idx Cl C | 0.00 | 7.64 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Delaware SMID Cap Growth Trust | 0.00 | 2.21 |
| Champlain Mid Cap Fund, LLC | 1.30 | 0.42 |
| FMT/T. Rowe Price Mid-Cap Growth R1 | 0.00 | -0.68 |
| FMT/Neuberger Berman Genesis R1 | 0.00 | -2.60 |
| Wellington CIF II Mid Cap Opportunity S2 | -2.97 | -3.41 |
| Wellington CIF II Mid Cap Opportunity S1 | -2.97 | -3.56 |
| Voya Mid Cap Growth Trust | -2.91 | -3.59 |
| S/M Cp Cor Eq Collective Invmt Fund | -3.21 | -3.62 |
| PGI CIT Mid-Cap Equity Fund | -3.21 | -3.79 |
| Mid Cap Strategic Allocation Fund | 0.00 | -4.80 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/T. Rowe Price Mid-Cap Growth R1 | 0.00 | 10.85 |
| MIZAN All Equity Moderate Alloc Fd R1 | 0.00 | 10.74 |
| Champlain Mid Cap Fund, LLC | 11.43 | 10.49 |
| FMT Mid Cap Growth R1 | 0.00 | 10.36 |
| Wellington CIF II Mid Cap Opportunity S2 | 10.69 | 10.16 |
| Wellington CIF II Mid Cap Opportunity S1 | 10.69 | 9.98 |
| Voya Mid Cap Growth Trust | 9.73 | 8.97 |
| FMT/iShares Russell MidCap Growth Idx R1 | 0.00 | 8.61 |
| Mid Cap Strategic Allocation Fund | 0.00 | 8.52 |
| WTFSC Mid-Cap Growth Portfolio Cl 0 | 8.45 | 8.35 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| FMT Large Cap Fundamental Growth R1 | 0.00 | 3.81 |
| Wellington CIF II Diversified Growth S1 | 4.33 | 3.78 |
| Comerica LargeCap Growth | 3.55 | 3.55 |
| BlackRock Equity Growth Non-Lendable F | 0.00 | 3.53 |
| Comerica LargeCap Growth C | 3.55 | 3.48 |
| Blackrock Eq Gr Fund CF | 3.53 | 3.45 |
| Christian Bros CUIT Growth Fund- Class B | 4.08 | 3.15 |
| Christian Bros CUIT Growth Fund- Class A | 4.08 | 2.83 |
| Victory Large Cap Growth Collective Fund | 0.61 | 2.76 |
| Wells Fargo/BlackRock Lrg Cap Gr Idx F | 0.00 | 2.59 |
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 | 13.31 |
| Comerica LargeCap Growth | 13.05 | 13.03 |
| BlackRock Equity Growth Non-Lendable F | 0.00 | 13.01 |
| Wellington CIF US Research Equity | 13.37 | 12.69 |
| Wellington CIF II Large Cap Research S1 | 13.17 | 12.53 |
| BlackRock Russell 1000ˆ® Growth F | 0.00 | 12.44 |
| State Street Russell LgCp Gr Idx SL I | 0.00 | 12.40 |
| State Street Russell LgCp Gr Idx NL A | 0.00 | 12.40 |
| Wells Fargo/BlackRock Lrg Cap Gr Idx N | 0.00 | 12.39 |
| BlackRock Russell 1000ˆ® Growth T | 0.00 | 12.38 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Reliance Trst Small-Mid Value Cl 0 | 0.00 | -0.28 |
| Wellington CIF II Small Cap Value S1 | -0.38 | -1.23 |
| Advisory Rsrch Sm Cp Val Collective Fund | 0.00 | -2.84 |
| Comerica SmallCap 600 Inst | -3.33 | -3.33 |
| Comerica SmallCap 600 C | -3.33 | -3.40 |
| Amalgamated Bank LongView 600 SC Idx CF | -3.35 | -3.40 |
| SMA Small Company 600 Index Fund | 16.35 | -3.43 |
| Comerica SmallCap 600 A | -3.33 | -3.48 |
| BNY Mellon Small Cap Stock Id Fd UC3 | -3.59 | -3.74 |
| Voya Small Cap Core Trust | -3.11 | -3.83 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock Russell 2000 Alpha Tilts Fd A | 10.54 | 10.54 |
| Comerica SmallCap 600 Inst | 10.45 | 10.45 |
| FIAM Small Cap Core Pool | 11.33 | 10.45 |
| SMA Small Company 600 Index Fund | 5.15 | 10.32 |
| Amalgamated Bank LongView 600 SC Idx CF | 10.33 | 10.28 |
| Comerica SmallCap 600 A | 10.41 | 10.24 |
| Wellington CIF II Small Cap Opps | 11.00 | 10.09 |
| WTFSC Small Comp Diversified Value Cl 0 | 10.15 | 9.99 |
| State Street Enhanced US SmCp Blnd SL I | 0.00 | 9.78 |
| RAM Small/Mid-Cap Fund LLC | 11.01 | 9.35 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Transamerica Partners Mid Value - CTF | 0.00 | 1.20 |
| Comerica S&P Composite 1500 Index C | 0.00 | 1.17 |
| Champlain Mid Cap Collective Fund 4 | 0.00 | 1.11 |
| FMT Mid Cap Value R1 | 0.00 | 0.37 |
| Champlain Mid Cap Collective Fund 1 | 0.00 | 0.17 |
| Blackrock US Eq Mkt Fund CF | -0.23 | -0.31 |
| Amalgamated Bank Longview Qnt Mid Cap CF | -1.01 | -1.55 |
| QMA US Mid Cap Core Equity Fund | -1.39 | -1.93 |
| Blackrock Russ 3000 Alpha Tilts CF | -2.77 | -3.11 |
| BlackRock Mid Cap Equity Index Fund Cl 0 | -3.44 | -3.44 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Transamerica Partners Mid Value - CTF | 0.00 | 12.17 |
| BNY Mellon EB DO Mid Cap Core | 12.34 | 11.66 |
| Amalgamated Bank Longview Qnt Mid Cap CF | 12.01 | 11.40 |
| QMA US Mid Cap Core Equity Fund | 11.74 | 11.13 |
| Burgundy US Small/Mid Cap Fund | 11.06 | 10.85 |
| BNY Mellon EB DL Mid Cap Stk Index | 10.45 | 10.39 |
| FMT/Longleaf Small Cap R1 | 0.00 | 10.02 |
| Comerica MidCap 400 Inst | 9.71 | 9.71 |
| FMT/Vanguard Midcap Index R1 | 0.00 | 9.62 |
| State Street S&P MidCap Idx Fd - Cl I | 16.43 | 9.60 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| State Street NASDAQ 100 Idx Fd - Cl A | 27.48 | 4.74 |
| State Street NASDAQ 100 Idx Fd - Cl C | 27.46 | 4.71 |
| Columbia Trust Contrarian Core | 3.23 | 3.22 |
| Columbia Trust Contrarian Core Inst 1 | 0.00 | 2.78 |
| Navigator High Div Equity Fund Fee Cl 5 | 3.40 | 2.37 |
| Wells Fargo Enhanced Stock Mkt CIT N | 0.00 | 2.31 |
| QMA US Core Equity Fund | 2.67 | 2.31 |
| Navigator High Div Equity Fund Fee Cl 1 | 3.41 | 2.13 |
| Wells Fargo Enhanced Stock Mkt CIT N20 | 2.11 | 2.11 |
| Fisher Investments U.S. Equity 3 | 0.00 | 2.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| State Street NASDAQ 100 Idx Fd - Cl A | 20.01 | 15.33 |
| State Street NASDAQ 100 Idx Fd - Cl C | 19.97 | 15.27 |
| BlackRock Active Stock F | 0.00 | 12.95 |
| QMA US Core Equity Fund | 12.77 | 12.38 |
| JPMCB U.S. Active Core Equity Inv | 0.00 | 12.28 |
| QMA US All Cap Core Equity Fund | 12.65 | 12.26 |
| Amalgamated Bank LongView Quant. LC CF | 12.58 | 12.25 |
| JPMCB Intrepid America Fund Inv | 0.00 | 12.17 |
| JPMCB US Research Enh Idx (REI) 150 Inv | 0.00 | 12.12 |
| Amalgamated Bank LongView LC Qtv VEBA Fd | 12.39 | 12.06 |
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 | -3.23 |
| QMA US MARKET PARTICIPATION STRATEGY 2 | 0.00 | -3.52 |
| Swan Defined Risk Moderate 2 | 0.00 | 0.00 |
| Blackrock Alpha Advantage 500 | 0.00 | 0.00 |
| Swan Defined Risk Moderate Growth 2 | 0.00 | 0.00 |
| WealthMark Principal Preservation | 0.00 | 0.00 |
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 |
| Swan Defined Risk Moderate 2 | 0.00 | 0.00 |
| Blackrock Alpha Advantage 500 | 0.00 | 0.00 |
| Swan Defined Risk Moderate Growth 2 | 0.00 | 0.00 |
| WealthMark Principal Preservation | 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) | 4.89 | 4.40 |
| JPMCB U.S. Active Core Plus Equity Inv | 0.00 | -3.18 |
| JPMCB U.S. Research Plus Fund Inv | 0.00 | -5.84 |
Source: Morningstar Separate Account/CIT Fund Database
| Leveraged Net Long | 5 year gross return | 5 year net return |
|---|---|---|
| Analytic Core Eq Plus (SP500) | 13.06 | 12.53 |
| JPMCB U.S. Active Core Plus Equity Inv | 0.00 | 11.98 |
| JPMCB U.S. Research Plus Fund Inv | 0.00 | 10.83 |
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 | -2.43 | -3.02 |
| Credit Suisse Lqd Alt Beta Idx Trst DC | 0.00 | -3.88 |
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 |
|---|---|---|
| SGA Global Growth CIT | 0.00 | 5.88 |
| FIAM Concentrated Intl Small Cap Rep | 6.37 | 5.42 |
| FIAM Concentrated Intl Small Cap CIT | 6.25 | 5.30 |
| Lazard/Wilmington Global Mgd Volatil 1 | 4.02 | 3.59 |
| Artisan Global Opportunity Trust, Tier 2 | 3.07 | 3.13 |
| Artisan Global Opportunity Trust, Tier 3 | 3.26 | 2.49 |
| Artisan Global Opportunity Trust, Tier 1 | 3.30 | 2.42 |
| Manning & Napier Global Equity CIT CL Z | 1.23 | 1.23 |
| AMP Rising Dividend | 0.00 | 0.62 |
| Manning & Napier Global Equity CIT CL I | 0.00 | 0.49 |
Source: Morningstar Separate Account/CIT Fund Database
| World Stock | 5 year gross return | 5 year net return |
|---|---|---|
| Thornburg Global Equity Fund | 0.00 | 10.26 |
| Wellington CIF II Global Perspectives | 10.12 | 9.88 |
| Burgundy Global Focused Opportunities | 9.96 | 9.35 |
| JPMCB Diversified Equity Fund | 0.00 | 7.97 |
| Wellington CIF Global Research Equity | 8.40 | 7.68 |
| FMT/American Funds New Perspective R1 | 0.00 | 7.55 |
| VT Vantagepoint MP Glbl Eq Gr R5 | 0.00 | 6.85 |
| VT Vantagepoint MP Glbl Eq Gr R3 | 0.00 | 6.54 |
| FIAM Select Global CIT | 7.13 | 6.38 |
| VT Vantagepoint MP Glbl Eq Gr R1 | 0.00 | 6.26 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Pictet International Equity Fund LLC | -0.35 | -1.19 |
| WTFSC Intl Fundamental Value Port Cl 0 | -4.07 | -4.32 |
| WTFSC Intl Fundamental Value Port Cl 15 | -3.55 | -4.44 |
| WTFSC Intl Fundamental Value Port Cl R | 0.00 | -4.97 |
| Delaware Intl Val Strat (CIT) | 0.00 | -6.62 |
| LSV Asset Mgt Intl Lg Cap Val Eq Trust | -6.08 | -6.75 |
| Brandes International Equity Fund 1 | -6.62 | -7.15 |
| Herndon International Equity Inst Shares | 0.00 | -7.74 |
| FMT International Value Opportunities R1 | 0.00 | -8.14 |
| The Boston International CF | -7.43 | -8.17 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| The Boston International CF | 4.53 | 3.69 |
| WTFSC Intl Fundamental Value Port Cl 0 | 3.75 | 3.55 |
| Pictet International Equity Fund LLC | 4.15 | 3.27 |
| Brandes International Equity Fund 1 | 3.66 | 3.12 |
| WTFSC Intl Fundamental Value Port Cl 15 | 3.85 | 2.99 |
| LSV Asset Mgt Intl Lg Cap Val Eq Trust | 3.59 | 2.85 |
| KBI Dividend Plus EAFE Developed Eq | 2.92 | 2.25 |
| Sprucegrove U.S. International Pool | 1.79 | 0.88 |
| Templeton Intl Foreign CF | 1.05 | 0.41 |
| WTFSC International Value Port Cl 0 | -0.47 | -0.65 |
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 | 3.51 |
| MFSˆ® International Value Equity CL 4 | 0.00 | 2.91 |
| MFSˆ® International Value CIT Cl 2 | 0.00 | 2.75 |
| GlobeFlex International All Cap CF | -1.38 | -2.04 |
| Manning & Napier Non-U.S. Equity U | 0.00 | -2.71 |
| Fisher Investments All World Equity 3 | 0.00 | -3.56 |
| Lazard/Wilmington International Equity 8 | 0.00 | -3.99 |
| Reliance Trst International Equity Cl 0 | 0.00 | -4.08 |
| Lazard/Wilmington International Equity 6 | -3.61 | -4.09 |
| Wells Fargo/Lazard Intl Equity F | 0.00 | -4.09 |
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 | 10.74 |
| Sanderson Asset Mgt Intl Val Eq | 5.10 | 4.05 |
| PGI Diversified International Equity Fd | 4.64 | 3.86 |
| GlobeFlex International All Cap CF | 4.30 | 3.54 |
| QMA International Core Equity Fund | 3.95 | 3.38 |
| VT Vantagepoint International R5 | 0.00 | 3.31 |
| JPMCB Intrepid International Fund Inv | 0.00 | 3.29 |
| JPMCB International Opportunities Inv | 0.00 | 3.06 |
| BNY Mellon International Stock Id Fd UC1 | 3.19 | 3.06 |
| JPMCB Intl Research Enhanced Index Inv | 0.00 | 3.02 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Vontobel International Equity | 2.02 | 1.39 |
| WTFSC International Growth Port Cl 15 | -0.34 | -1.28 |
| WTFSC International Growth Port Cl 0 | -1.21 | -1.47 |
| MFSˆ® International Growth Equity CIT | 0.00 | -2.15 |
| MFSˆ® International Growth Equity CL 1 | 0.00 | -2.16 |
| WTFSC International Growth Port Cl 45 | -1.39 | -2.57 |
| WTFSC International Growth Port Cl 60 | -1.36 | -2.68 |
| MFSˆ® International Growth Equity CL 4 | 0.00 | -2.71 |
| MFSˆ® International Growth Eq CIT-Cl 2 | 0.00 | -2.89 |
| Invesco International Growth Cl I | 0.00 | -3.93 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Vontobel International Equity | 6.88 | 6.21 |
| Artisan International Growth Trust - T1 | 6.55 | 5.59 |
| FMT/Artisan International R1 | 0.00 | 4.95 |
| Invesco International Growth Eq Trust | 5.68 | 4.51 |
| MFSˆ® International Growth Equity CL 1 | 0.00 | 4.10 |
| MFSˆ® International Growth Equity CIT | 0.00 | 4.09 |
| MFSˆ® International Growth Eq CIT-Cl 2 | 0.00 | 3.31 |
| Johnston Intl Equity Group Trust | 3.58 | 2.89 |
| WTFSC International Growth Port Cl 0 | 2.84 | 2.59 |
| Capital Group Int’l Equity DC Unit S | 0.00 | 2.43 |
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 | 4.29 |
| FMT/DFA Intl Small Cap Value R1 | 0.00 | -1.83 |
| Templeton International Smaller Co CF | -2.24 | -2.96 |
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 | 8.57 |
| Templeton International Smaller Co CF | 5.78 | 5.12 |
| FMT/DFA Intl Small Cap Value R1 | 0.00 | 4.01 |
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 | 4.78 |
| MFSˆ® International Small Cap CIT-Class 1 | 0.00 | 1.26 |
| MFSˆ® International Small Cap CIT-Class 4 | 0.00 | 0.48 |
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 |
|---|---|---|
| FIAM Europe Growth Pool | -5.96 | -6.62 |
Source: Morningstar Separate Account/CIT Fund Database
| Europe Stock | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Europe Growth Pool | 3.36 | 2.64 |
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 | -11.65 | -11.79 |
Source: Morningstar Separate Account/CIT Fund Database
| Pacific/Asia ex-Japan Stk | 5 year gross return | 5 year net return |
|---|---|---|
| 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 |
|---|---|---|
| AllianceBernstein Emrg Mrkts Multi-Asset | 0.00 | 0.41 |
| Polunin Developing Countries 1 | 0.00 | -5.64 |
| FMT/DFA Emerging Markets Small-Cap R1 | 0.00 | -7.58 |
| Trilogy Emerging Markets Fund | -7.14 | -7.91 |
| American Century Emerging Mkts Eq N | 0.00 | -8.25 |
| Parametric Emerging Markets Equity (CIT) | -8.01 | -8.52 |
| Wasatch Frontier Composite | 0.00 | -8.59 |
| FMT/Virtus Emerging Markets Opp. R1 | 0.00 | -8.64 |
| OFIGTC Emerging Markets Equity A | 0.00 | -8.83 |
| Wasatch Emerging Markets Small Cap C | 0.00 | -9.41 |
Source: Morningstar Separate Account/CIT Fund Database
| Diversified Emerging Mkts | 5 year gross return | 5 year net return |
|---|---|---|
| Russell Frontier Markets Equity Fund | 0.00 | 1.64 |
| OFIGTC Emerging Markets Equity A | 0.00 | -0.68 |
| FMT/DFA Emerging Markets Small-Cap R1 | 0.00 | -1.25 |
| Russell Emerging Markets Fund | 0.00 | -2.34 |
| JPMCB Emerg Markets Equity Focused Inv | 0.00 | -2.72 |
| Parametric Emerging Markets Equity (CIT) | -2.45 | -3.09 |
| City of London Global Emg Mkts Fund | -2.19 | -3.39 |
| Lazard/Wilmington Emrg Mkts Sudan Free A | -2.28 | -3.40 |
| Lazard/Wilmington Emerging Markets D | -2.65 | -3.42 |
| Lazard/Wilmington Emerging Markets C | -2.65 | -3.51 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| RREEF Global Real Estate Sec Cmgld Fund | 2.64 | 2.64 |
| Cohen & Steers Global Realty CIT | 0.00 | 2.46 |
| AEW Gl Property Secs Master Tr-DC Plan A | 0.00 | 2.18 |
| AEW Gl Property Secs Master Tr-DC Plan B | 0.00 | 2.17 |
| RREEF Global Real Estate Sec CF-A | 1.88 | 1.88 |
| FMT/DFA Int'l Real Estate Securities R1 | 0.00 | 1.61 |
| BlackRock Developed Real Estate Idx F | 0.00 | 1.17 |
| BlackRock Developed Real Estate Idx NL F | 0.00 | 1.13 |
| PGI Global Property Securities Fund | 0.78 | 0.08 |
| Invesco Global REITs Trust | -0.07 | -0.74 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Real Estate | 5 year gross return | 5 year net return |
|---|---|---|
| RREEF Global Real Estate Sec Cmgld Fund | 8.59 | 8.59 |
| BlackRock Developed Real Estate Idx F | 0.00 | 8.34 |
| RREEF Global Real Estate Sec CF-A | 7.86 | 7.86 |
| Invesco Global REITs Trust | 8.06 | 7.71 |
| Voya Global Real Estate | 7.18 | 7.02 |
| FMT/DFA Int'l Real Estate Securities R1 | 0.00 | 6.52 |
| Invesco Global ex-US REITs Trust | 4.53 | 4.34 |
| JPMCB Int'l Real Estate Securities Inv | 0.00 | 4.22 |
| Cohen & Steers Global Realty CIT | 0.00 | 0.00 |
| AEW Gl Property Secs Master Tr-DC Plan A | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| World Bond | 1 year gross return | 1 year net return |
|---|---|---|
| SSgA World Gov Bond Ex-US Index NL Ser A | 0.00 | 7.86 |
| American Century Non-US F/I N | 0.00 | 6.22 |
| Capital Group Global Aggregate FI CIT | 4.19 | 3.81 |
| Lazard/Wilmington Global Fixed Income 2 | 3.37 | 2.72 |
| Loomis Sayles Global CIT Class D | 0.00 | 2.61 |
| JPMCB International Rates Fund Inv | 0.00 | 2.11 |
| FMT/DFA Five-Year Global F/I R1 | 0.00 | 2.02 |
| American Century Glbl F/I N | 0.00 | 2.00 |
| Wells Fargo International Bond F | 0.00 | 1.95 |
| Wells Fargo International Bond TR | 1.47 | 1.47 |
Source: Morningstar Separate Account/CIT Fund Database
| World Bond | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB International Rates Fund Inv | 0.00 | 8.09 |
| Brandywine Global Opportun Fxd BGIMT | 4.82 | 4.25 |
| Brandywine Global Fixed Income BIT | 4.18 | 3.61 |
| Brandywine Global Fixed Income GT | 4.16 | 3.60 |
| Brandywine Global Fixed Income BGIMT | 4.03 | 3.56 |
| Brandywine Intl Opportunistic Fxd BIT | 3.96 | 3.39 |
| BW Global Investment Grade Fixed Inc R1 | 0.00 | 3.05 |
| Brandywine International Fixed Inc BIT | 3.24 | 2.67 |
| FMT/DFA Five-Year Global F/I R1 | 0.00 | 2.66 |
| Capital Group Global Aggregate FI CIT | 2.08 | 1.70 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Navigator Fixd Inc Total Ret Fd Fee Cl 5 | 3.74 | 3.15 |
| Navigator Fixd Inc Total Ret Fd Fee Cl 8 | 0.00 | 2.94 |
| Navigator Fixd Inc Total Ret Fd Fee Cl 1 | 0.00 | 2.89 |
| Columbia Trust U.S. High Yield Bond Fund | 0.76 | 0.30 |
| Eaton Vance EB High Yield I | 0.62 | 0.11 |
| Prudential High Yield Fund 1 | 0.00 | -0.01 |
| Brevis High Income Fund, L.P. | 0.52 | -0.34 |
| Prudential High Yield Fund 4 | 0.00 | -0.40 |
| Prudential High Yield Fund 6 | 0.00 | -0.43 |
| Prudential High Yield Fund 5 | 0.00 | -0.51 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Prudential High Yield Fund 1 | 0.00 | 6.02 |
| Eaton Vance EB High Yield I | 6.38 | 5.85 |
| JPMCB Corporate High Yield Inv | 0.00 | 5.83 |
| Transamerica High Yield Bond - CTF | 0.00 | 5.59 |
| Prudential High Yield Fund 6 | 0.00 | 5.58 |
| Prudential High Yield Fund 4 | 0.00 | 5.55 |
| Prudential High Yield Fund 5 | 0.00 | 5.49 |
| Prudential High Yield Fund 7 | 0.00 | 5.39 |
| JPMCB High Yield Fund Inv | 0.00 | 4.87 |
| FMT/Pimco High Yield R1 | 0.00 | 4.50 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| FMT US Government Securities R1 | 0.00 | 2.83 |
| RiverSource Trust Government Income | 0.00 | 2.64 |
| FIAM Mortgage-Backed Securities CIT | 2.44 | 2.18 |
| FMT/Vanguard GNMA R1 | 0.00 | 1.93 |
| Diversified Ret Interm Govt/Credit Tr | 0.00 | 1.84 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Mortgage-Backed Securities CIT | 3.77 | 3.51 |
| RiverSource Trust Government Income | 0.00 | 3.25 |
| FMT/Vanguard GNMA R1 | 0.00 | 2.97 |
| FMT US Government Securities R1 | 0.00 | 2.47 |
| 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 | 3.13 |
| Associated PT Core Bond Fund | 2.98 | 2.98 |
| Associated Core Bond Fund | 2.88 | 2.88 |
| Loomis Sayles Core Disc Alpha Trust Cl B | 0.00 | 2.68 |
| JPMCB Core Bond Fund Inv | 0.00 | 2.59 |
| Merganser Core Bond Instl Trust | 0.00 | 2.57 |
| WTFSC Strategic Bond Portfolio Cl 0 | 2.71 | 2.54 |
| Prudential Core Conserv Interm Bond Fd 1 | 0.00 | 2.37 |
| Galliard Intermediate Bond Fund | 2.65 | 2.34 |
| AFL-CIO Housing Inv Trust AFL-CIO CF | 2.70 | 2.29 |
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 | 6.55 |
| Prudential Core Plus Bond Inst 1 | 0.00 | 5.48 |
| Loomis Sayles Core Plus Fixed Income B | 0.00 | 5.35 |
| Prudential Core Plus Bond Fund 2 | 0.00 | 5.33 |
| Prudential Core Plus Bond Fund 3 | 0.00 | 5.16 |
| JPMCB Public Bond Fund Inv | 0.00 | 5.15 |
| Prudential Core Plus Bond Fund 4 | 0.00 | 5.06 |
| WTFSC Strategic Bond Portfolio Cl 0 | 5.07 | 4.95 |
| Western Asset Core Plus Bond R1 | 0.00 | 4.86 |
| Transamerica Partners Core Bond - CTF | 0.00 | 4.77 |
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 | 2.40 |
| Columbia Trust Short Dur U.S. Gvmt Fd II | 2.16 | 1.75 |
| Columbia Trust Short Dur U.S. Gvmt Fd | 1.36 | 1.36 |
| BlackRock 1-3 Year Govt Bond Index F | 0.00 | 1.04 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 1.06 | 1.03 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 1.06 | 0.95 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 1.06 | 0.93 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 1.04 | 0.68 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 1.04 | 0.54 |
| BlackRock 1-3 Year Gov Bd Idx Fd 66 | 1.06 | 0.35 |
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 | 2.64 |
| Columbia Trust Short Dur U.S. Gvmt Fd II | 2.47 | 2.06 |
| Columbia Trust Short Dur U.S. Gvmt Fd | 1.65 | 1.65 |
| BlackRock 1-3 Year Govt Bond Index F | 0.00 | 1.01 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 1.03 | 0.98 |
| Smith Breeden High Credit Qual Short Dur | 1.38 | 0.98 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 0.91 | 0.81 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 0.91 | 0.79 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 0.91 | 0.55 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 0.93 | 0.42 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Amalgamated Ultra Construction Loan | 9.65 | 8.57 |
| Merganser Short Term Bond Instl Trust | 0.00 | 1.68 |
| Associated Short Term Bond Fund | 1.65 | 1.65 |
| Associated PT Short Term Bond Fund | 1.58 | 1.58 |
| Transamerica High Quality Bond - CTF | 0.00 | 1.51 |
| BlackRock Target Maturity 2018 F | 0.00 | 1.48 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 1.41 |
| EB Active 1-5 Government/Credit Fund | 0.00 | 1.33 |
| FIAM Short Duration Pool | 1.39 | 1.18 |
| JPMCB Short Duration Bond Fund Inv | 0.00 | 1.17 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Amalgamated Ultra Construction Loan | 10.02 | 8.94 |
| Transamerica High Quality Bond - CTF | 0.00 | 1.91 |
| WTFSC Short Duration Portfolio Cl 0 | 2.00 | 1.90 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 1.83 |
| Christian Bros CUIT Short Bond Fund | 2.05 | 1.70 |
| Voya Short Duration High Quality Trust | 1.51 | 1.67 |
| FIAM Short Duration Pool | 1.73 | 1.53 |
| VT Vantagepoint Low Dur Bond R5 | 0.00 | 1.42 |
| HB&T Fixed Income Fund | 0.00 | 1.40 |
| Associated Short Term Bond Fund | 1.34 | 1.34 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Amer Cent Cash and Cash Equivalent N | 0.00 | 0.20 |
| FMT/DFA One-Year F/I R1 | 0.00 | 0.15 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.27 |
| FMT/SSGA Prime Money Market R1 | 0.00 | -0.31 |
| FIAM Leveraged Loan Pool | -0.25 | -0.75 |
| 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 |
|---|---|---|
| FIAM Leveraged Loan Pool | 4.65 | 4.13 |
| FMT/DFA One-Year F/I R1 | 0.00 | 0.18 |
| FMT/SSGA Prime Money Market R1 | 0.00 | -0.35 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.36 |
| 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 Long Govt Bond Idx Fund CF | 2.97 | 2.94 |
| State Street Long US Gov Idx Cl A | -6.43 | 2.89 |
| SSgA US Long Gov Bond Index NL Ser A | 0.00 | 2.87 |
| BlackRock Long Term Govt Bond Index NL F | 0.00 | 2.85 |
| BNY Mellon EB LT Govt Bond Index | 2.79 | 2.73 |
| BlackRock 20+ Treasury Bond F | 0.00 | 2.56 |
| Blackrock 20+ Treas Bond Idx CF | 2.56 | 2.52 |
| Prudential Long Term Gov/Cred Bond Fd 1 | 0.00 | 0.91 |
| Wells Fargo Liability Driven Sol III F | 0.00 | 0.86 |
| Prudential Long Term Gov/Cred Bond Fd 2 | 0.00 | 0.63 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| BlackRock 20+ Treasury Bond F | 0.00 | 10.54 |
| State Street Long US Gov Idx Cl A | 0.00 | 9.53 |
| SSgA US Long Gov Bond Index NL Ser A | 0.00 | 9.50 |
| BNY Mellon EB LT Govt Bond Index | 9.52 | 9.47 |
| Blackrock Long Govt Bond Idx Fund CF | 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 |
| Prudential Long Term Gov/Cred Bond Fd 1 | 0.00 | 0.00 |
| Wells Fargo Liability Driven Sol III F | 0.00 | 0.00 |
| Prudential Long Term Gov/Cred Bond Fd 2 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| JPMCB Mortgage Private Placement Inv | 0.00 | 3.98 |
| JPMCB Extended Duration Sector Inv | 0.00 | 2.17 |
| JPMCB Extended Duration Fund Inv | 0.00 | 1.95 |
| Prudential US Long Dur Hi Qual Corp Bd 1 | 0.00 | 1.81 |
| JPMCB High Quality Long Credit Inv | 0.00 | 1.22 |
| Western Asset Long Duration Credit R | 0.00 | 0.40 |
| JPMCB Long Duration Inv Grade Inv | 0.00 | 0.36 |
| Wells Fargo Liability Driven Sol II F | 0.04 | 0.04 |
| FIAM Long Duration CIT | 0.24 | -0.01 |
| Diversified Long Bond Fund U | 0.00 | -0.05 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Prudential US Long Dur Hi Qual Corp Bd 1 | 0.00 | 8.79 |
| Western Asset Long Duration Credit R | 0.00 | 8.75 |
| Wells Fargo Liability Driven Sol II F | 8.73 | 8.73 |
| JPMCB Extended Duration Fund Inv | 0.00 | 8.72 |
| JPMCB High Quality Long Credit Inv | 0.00 | 8.68 |
| FIAM Long Duration CIT | 8.95 | 8.68 |
| JPMCB Long Duration Inv Grade Inv | 0.00 | 8.66 |
| Prudential US Long Dur Corp Bond 1 | 0.00 | 8.65 |
| Diversified Long Bond Fund U | 0.00 | 8.45 |
| JPMCB Extended Duration Sector Inv | 0.00 | 8.35 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Lafayette Advs U.S. Bond B | 0.00 | 2.65 |
| Lafayette Advs U.S. Bond A | 0.00 | 2.46 |
| Lafayette Advs U.S. Bond C | 0.00 | 2.16 |
| Blackrock CoreActive Bond Fund | 2.01 | 1.86 |
| BlackRock CorePlus Bond Fund | 1.64 | 1.64 |
| FIAM Broad Market Duration Pool | 1.75 | 1.49 |
| FIAM Investment Grade Credit Rep | 1.65 | 1.40 |
| SEI Core Plus Fixed Income Fund CT-2 | 0.00 | 0.49 |
| Western Asset Global Strategic Income R3 | 0.00 | -2.67 |
| Loomis Sayles MSFD CIT | -3.60 | -4.14 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Investment Grade Credit Rep | 5.61 | 5.35 |
| Blackrock CoreActive Bond Fund | 4.33 | 4.19 |
| FIAM Broad Market Duration Pool | 4.39 | 4.13 |
| Lafayette Advs U.S. Bond B | 0.00 | 0.00 |
| Lafayette Advs U.S. Bond A | 0.00 | 0.00 |
| Lafayette Advs U.S. Bond C | 0.00 | 0.00 |
| BlackRock CorePlus Bond Fund | 0.00 | 0.00 |
| SEI Core Plus Fixed Income Fund CT-2 | 0.00 | 0.00 |
| Western Asset Global Strategic Income R3 | 0.00 | 0.00 |
| Loomis Sayles MSFD CIT | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Navigator Fixd Inc Total Ret Fd Fee Cl 5 | 3.74 | 3.15 |
| Navigator Fixd Inc Total Ret Fd Fee Cl 8 | 0.00 | 2.94 |
| Navigator Fixd Inc Total Ret Fd Fee Cl 1 | 0.00 | 2.89 |
| Columbia Trust U.S. High Yield Bond Fund | 0.76 | 0.30 |
| Eaton Vance EB High Yield I | 0.62 | 0.11 |
| Prudential High Yield Fund 1 | 0.00 | -0.01 |
| Brevis High Income Fund, L.P. | 0.52 | -0.34 |
| Prudential High Yield Fund 4 | 0.00 | -0.40 |
| Prudential High Yield Fund 6 | 0.00 | -0.43 |
| Prudential High Yield Fund 5 | 0.00 | -0.51 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Prudential High Yield Fund 1 | 0.00 | 6.02 |
| Eaton Vance EB High Yield I | 6.38 | 5.85 |
| JPMCB Corporate High Yield Inv | 0.00 | 5.83 |
| Transamerica High Yield Bond - CTF | 0.00 | 5.59 |
| Prudential High Yield Fund 6 | 0.00 | 5.58 |
| Prudential High Yield Fund 4 | 0.00 | 5.55 |
| Prudential High Yield Fund 5 | 0.00 | 5.49 |
| Prudential High Yield Fund 7 | 0.00 | 5.39 |
| JPMCB High Yield Fund Inv | 0.00 | 4.87 |
| FMT/Pimco High Yield R1 | 0.00 | 4.50 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| FMT US Government Securities R1 | 0.00 | 2.83 |
| RiverSource Trust Government Income | 0.00 | 2.64 |
| FIAM Mortgage-Backed Securities CIT | 2.44 | 2.18 |
| FMT/Vanguard GNMA R1 | 0.00 | 1.93 |
| Diversified Ret Interm Govt/Credit Tr | 0.00 | 1.84 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Mortgage-Backed Securities CIT | 3.77 | 3.51 |
| RiverSource Trust Government Income | 0.00 | 3.25 |
| FMT/Vanguard GNMA R1 | 0.00 | 2.97 |
| FMT US Government Securities R1 | 0.00 | 2.47 |
| 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 | 3.13 |
| Associated PT Core Bond Fund | 2.98 | 2.98 |
| Associated Core Bond Fund | 2.88 | 2.88 |
| Loomis Sayles Core Disc Alpha Trust Cl B | 0.00 | 2.68 |
| JPMCB Core Bond Fund Inv | 0.00 | 2.59 |
| Merganser Core Bond Instl Trust | 0.00 | 2.57 |
| WTFSC Strategic Bond Portfolio Cl 0 | 2.71 | 2.54 |
| Prudential Core Conserv Interm Bond Fd 1 | 0.00 | 2.37 |
| Galliard Intermediate Bond Fund | 2.65 | 2.34 |
| AFL-CIO Housing Inv Trust AFL-CIO CF | 2.70 | 2.29 |
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 | 6.55 |
| Prudential Core Plus Bond Inst 1 | 0.00 | 5.48 |
| Loomis Sayles Core Plus Fixed Income B | 0.00 | 5.35 |
| Prudential Core Plus Bond Fund 2 | 0.00 | 5.33 |
| Prudential Core Plus Bond Fund 3 | 0.00 | 5.16 |
| JPMCB Public Bond Fund Inv | 0.00 | 5.15 |
| Prudential Core Plus Bond Fund 4 | 0.00 | 5.06 |
| WTFSC Strategic Bond Portfolio Cl 0 | 5.07 | 4.95 |
| Western Asset Core Plus Bond R1 | 0.00 | 4.86 |
| Transamerica Partners Core Bond - CTF | 0.00 | 4.77 |
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 | 2.40 |
| Columbia Trust Short Dur U.S. Gvmt Fd II | 2.16 | 1.75 |
| Columbia Trust Short Dur U.S. Gvmt Fd | 1.36 | 1.36 |
| BlackRock 1-3 Year Govt Bond Index F | 0.00 | 1.04 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 1.06 | 1.03 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 1.06 | 0.95 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 1.06 | 0.93 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 1.04 | 0.68 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 1.04 | 0.54 |
| BlackRock 1-3 Year Gov Bd Idx Fd 66 | 1.06 | 0.35 |
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 | 2.64 |
| Columbia Trust Short Dur U.S. Gvmt Fd II | 2.47 | 2.06 |
| Columbia Trust Short Dur U.S. Gvmt Fd | 1.65 | 1.65 |
| BlackRock 1-3 Year Govt Bond Index F | 0.00 | 1.01 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 1.03 | 0.98 |
| Smith Breeden High Credit Qual Short Dur | 1.38 | 0.98 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 0.91 | 0.81 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 0.91 | 0.79 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 0.91 | 0.55 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 0.93 | 0.42 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Amalgamated Ultra Construction Loan | 9.65 | 8.57 |
| Merganser Short Term Bond Instl Trust | 0.00 | 1.68 |
| Associated Short Term Bond Fund | 1.65 | 1.65 |
| Associated PT Short Term Bond Fund | 1.58 | 1.58 |
| Transamerica High Quality Bond - CTF | 0.00 | 1.51 |
| BlackRock Target Maturity 2018 F | 0.00 | 1.48 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 1.41 |
| EB Active 1-5 Government/Credit Fund | 0.00 | 1.33 |
| FIAM Short Duration Pool | 1.39 | 1.18 |
| JPMCB Short Duration Bond Fund Inv | 0.00 | 1.17 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Amalgamated Ultra Construction Loan | 10.02 | 8.94 |
| Transamerica High Quality Bond - CTF | 0.00 | 1.91 |
| WTFSC Short Duration Portfolio Cl 0 | 2.00 | 1.90 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 1.83 |
| Christian Bros CUIT Short Bond Fund | 2.05 | 1.70 |
| Voya Short Duration High Quality Trust | 1.51 | 1.67 |
| FIAM Short Duration Pool | 1.73 | 1.53 |
| VT Vantagepoint Low Dur Bond R5 | 0.00 | 1.42 |
| HB&T Fixed Income Fund | 0.00 | 1.40 |
| Associated Short Term Bond Fund | 1.34 | 1.34 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Amer Cent Cash and Cash Equivalent N | 0.00 | 0.20 |
| FMT/DFA One-Year F/I R1 | 0.00 | 0.15 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.27 |
| FMT/SSGA Prime Money Market R1 | 0.00 | -0.31 |
| FIAM Leveraged Loan Pool | -0.25 | -0.75 |
| 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 |
|---|---|---|
| FIAM Leveraged Loan Pool | 4.65 | 4.13 |
| FMT/DFA One-Year F/I R1 | 0.00 | 0.18 |
| FMT/SSGA Prime Money Market R1 | 0.00 | -0.35 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.36 |
| 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 Long Govt Bond Idx Fund CF | 2.97 | 2.94 |
| State Street Long US Gov Idx Cl A | -6.43 | 2.89 |
| SSgA US Long Gov Bond Index NL Ser A | 0.00 | 2.87 |
| BlackRock Long Term Govt Bond Index NL F | 0.00 | 2.85 |
| BNY Mellon EB LT Govt Bond Index | 2.79 | 2.73 |
| BlackRock 20+ Treasury Bond F | 0.00 | 2.56 |
| Blackrock 20+ Treas Bond Idx CF | 2.56 | 2.52 |
| Prudential Long Term Gov/Cred Bond Fd 1 | 0.00 | 0.91 |
| Wells Fargo Liability Driven Sol III F | 0.00 | 0.86 |
| Prudential Long Term Gov/Cred Bond Fd 2 | 0.00 | 0.63 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| BlackRock 20+ Treasury Bond F | 0.00 | 10.54 |
| State Street Long US Gov Idx Cl A | 0.00 | 9.53 |
| SSgA US Long Gov Bond Index NL Ser A | 0.00 | 9.50 |
| BNY Mellon EB LT Govt Bond Index | 9.52 | 9.47 |
| Blackrock Long Govt Bond Idx Fund CF | 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 |
| Prudential Long Term Gov/Cred Bond Fd 1 | 0.00 | 0.00 |
| Wells Fargo Liability Driven Sol III F | 0.00 | 0.00 |
| Prudential Long Term Gov/Cred Bond Fd 2 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| JPMCB Mortgage Private Placement Inv | 0.00 | 3.98 |
| JPMCB Extended Duration Sector Inv | 0.00 | 2.17 |
| JPMCB Extended Duration Fund Inv | 0.00 | 1.95 |
| Prudential US Long Dur Hi Qual Corp Bd 1 | 0.00 | 1.81 |
| JPMCB High Quality Long Credit Inv | 0.00 | 1.22 |
| Western Asset Long Duration Credit R | 0.00 | 0.40 |
| JPMCB Long Duration Inv Grade Inv | 0.00 | 0.36 |
| Wells Fargo Liability Driven Sol II F | 0.04 | 0.04 |
| FIAM Long Duration CIT | 0.24 | -0.01 |
| Diversified Long Bond Fund U | 0.00 | -0.05 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Prudential US Long Dur Hi Qual Corp Bd 1 | 0.00 | 8.79 |
| Western Asset Long Duration Credit R | 0.00 | 8.75 |
| Wells Fargo Liability Driven Sol II F | 8.73 | 8.73 |
| JPMCB Extended Duration Fund Inv | 0.00 | 8.72 |
| JPMCB High Quality Long Credit Inv | 0.00 | 8.68 |
| FIAM Long Duration CIT | 8.95 | 8.68 |
| JPMCB Long Duration Inv Grade Inv | 0.00 | 8.66 |
| Prudential US Long Dur Corp Bond 1 | 0.00 | 8.65 |
| Diversified Long Bond Fund U | 0.00 | 8.45 |
| JPMCB Extended Duration Sector Inv | 0.00 | 8.35 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Lafayette Advs U.S. Bond B | 0.00 | 2.65 |
| Lafayette Advs U.S. Bond A | 0.00 | 2.46 |
| Lafayette Advs U.S. Bond C | 0.00 | 2.16 |
| Blackrock CoreActive Bond Fund | 2.01 | 1.86 |
| BlackRock CorePlus Bond Fund | 1.64 | 1.64 |
| FIAM Broad Market Duration Pool | 1.75 | 1.49 |
| FIAM Investment Grade Credit Rep | 1.65 | 1.40 |
| SEI Core Plus Fixed Income Fund CT-2 | 0.00 | 0.49 |
| Western Asset Global Strategic Income R3 | 0.00 | -2.67 |
| Loomis Sayles MSFD CIT | -3.60 | -4.14 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Investment Grade Credit Rep | 5.61 | 5.35 |
| Blackrock CoreActive Bond Fund | 4.33 | 4.19 |
| FIAM Broad Market Duration Pool | 4.39 | 4.13 |
| Lafayette Advs U.S. Bond B | 0.00 | 0.00 |
| Lafayette Advs U.S. Bond A | 0.00 | 0.00 |
| Lafayette Advs U.S. Bond C | 0.00 | 0.00 |
| BlackRock CorePlus Bond Fund | 0.00 | 0.00 |
| SEI Core Plus Fixed Income Fund CT-2 | 0.00 | 0.00 |
| Western Asset Global Strategic Income R3 | 0.00 | 0.00 |
| Loomis Sayles MSFD CIT | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Inflation-Protected Bond | 1 year gross return | 1 year net return |
|---|---|---|
| JPMCB Inflation Managed Bond Inv | 0.00 | 1.85 |
| American Century US Infl-Adj Bd N | 0.00 | 1.74 |
| Amer Cent US Shrt-Dur Infl-Prot Bd N | 0.00 | 1.61 |
| BlackRock U.S. Trs Infl-Prot Secs F | 0.00 | 1.59 |
| U.S. Treasury Inflation Prot Sec Fund F | 1.59 | 1.56 |
| Prudential Inflation Protected Sec 1 | 0.00 | 1.49 |
| BlackRock U.S. Trs Infl-Prot Secs NL F | 0.00 | 1.49 |
| Wellington CIF II TIPS S1 | 1.57 | 1.48 |
| SSgA U.S. Inflation Protect Bond Idx A | 1.57 | 1.48 |
| SSgA US Inflation Protected Bd Idx NL C | 0.00 | 1.43 |
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 | 3.09 |
| Prudential Inflation Protected Sec 1 | 0.00 | 3.00 |
| BlackRock U.S. Trs Infl-Prot Secs NL F | 0.00 | 2.99 |
| SSgA U.S. Inflation Protect Bond Idx A | 4.43 | 2.99 |
| SSgA US Inflation Protected Bd Idx NL C | 0.00 | 2.93 |
| BNY Mellon TIPS Index Fund UC1 | 2.95 | 2.88 |
| Prudential Inflation Protected Sec 2 | 0.00 | 2.79 |
| Prudential Inflation Protected Sec 4 | 0.00 | 2.69 |
| FMT/Vanguard Inflation Protected Bond R1 | 0.00 | 2.53 |
| VT Vantagepoint Infl Focused R5 | 0.00 | 2.22 |
Source: Morningstar Separate Account/CIT Fund Database
| Stable Value | 1 year gross return | 1 year net return |
|---|---|---|
| Reliance MetLife Series 25053 Cl 0 | 3.03 | 2.40 |
| Reliance MetLife Series 25157 Cl 0 | 3.00 | 2.40 |
| WTRISC CIT III for Metlife GAC 25554 I | 2.57 | 2.37 |
| Reliance MetLife Series 25053 Cl 10 | 0.00 | 2.29 |
| WTRISC CIT III for Metlife GAC 25554 J | 2.59 | 2.27 |
| WTRISC CIT III for Metlife GAC 25554 F0 | 2.58 | 2.27 |
| Reliance MetLife Series 25053 Cl 15 | 0.00 | 2.24 |
| WTRISC CIT III for Metlife GAC 25554 15 | 2.63 | 2.24 |
| Reliance MetLife Series 25053 Cl 20 | 0.00 | 2.19 |
| Reliance MetLife GAC Series 25157 Cl 25 | 3.00 | 2.14 |
Source: Morningstar Separate Account/CIT Fund Database
| Stable Value | 5 year gross return | 5 year net return |
|---|---|---|
| Reliance MetLife Series 25157 Cl 0 | 3.51 | 2.90 |
| Reliance MetLife Series 25053 Cl 0 | 3.44 | 2.80 |
| Reliance MetLife Series 25053 Cl 10 | 0.00 | 2.70 |
| Reliance MetLife Series 25053 Cl 15 | 0.00 | 2.65 |
| Reliance MetLife Series 25157 Cl 35 | 3.52 | 2.55 |
| Reliance MetLife Series 25053 Cl 25 | 0.00 | 2.54 |
| WTRISC CIT III for Metlife GAC 25554 I | 2.61 | 2.47 |
| Reliance MetLife Series 25053 Cl 20 | 0.00 | 2.47 |
| Reliance MetLife Series 25053 Cl 35 | 0.00 | 2.44 |
| WTRISC CIT III for Metlife GAC 25554 J | 2.69 | 2.38 |
Source: Morningstar Separate Account/CIT Fund Database
| Convertibles | 1 year gross return | 1 year net return |
|---|---|---|
| Shenkman Capital Mgt Gamma Convert Fund | -3.57 | -4.33 |
Source: Morningstar Separate Account/CIT Fund Database
| Convertibles | 5 year gross return | 5 year net return |
|---|---|---|
| Shenkman Capital Mgt Gamma Convert Fund | 4.34 | 3.49 |
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 | 4.62 |
| FIAM Emerging Market Debt Pool | 4.79 | 4.12 |
| Prudential Emerg Markets Debt Fund 4 | 0.00 | 3.84 |
| JPMCB Emerg Markets - Fixed Income Inv | 0.00 | 3.00 |
| TCW Emerging Mkts Fxd Inc Collective Tr | 0.00 | 2.37 |
| TCW Emerging Markets Fixed Income Cl D | 0.00 | 1.96 |
| MFSˆ® Emerging Markets Debt CIT | 0.00 | 1.68 |
| MFSˆ® Emerging Markets Debt CL 2 | 0.00 | 1.08 |
| Capital Group EM Debt (Broad) DB Fund | -1.04 | -1.64 |
| Capital Group EM Debt (Broad) DC Unit T | -1.16 | -1.75 |
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 | 7.75 |
| Prudential Emerg Markets Debt Fund 4 | 0.00 | 6.95 |
| JPMCB Emerg Markets - Fixed Income Inv | 0.00 | 5.77 |
| MFSˆ® Emerging Markets Debt CIT | 0.00 | 5.72 |
| FIAM Emerging Market Debt Pool | 6.16 | 5.48 |
| TCW Emerging Mkts Fxd Inc Collective Tr | 0.00 | 3.35 |
| Capital Group EM Debt (Broad) DB Fund | 1.95 | 1.34 |
| TCW Emerging Markets Fixed Income Cl D | 0.00 | 0.00 |
| MFSˆ® Emerging Markets Debt CL 2 | 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 |
|---|---|---|
| FMT/American Funds Capital Income Bu. R1 | 0.00 | 0.13 |
| Capital Group Absolute Income Grower DB | 0.07 | -0.63 |
| JPMCB LDI Diversified Inv | 0.00 | -0.86 |
| WTFSC Multi-Asset Portfolio Cl 0 | -2.10 | -2.24 |
| The E-Valuatorâ„¢ Tactically Mgd Stgy I | 0.00 | -2.54 |
| The E-Valuatorâ„¢ Tactically Mgd Stgy II | 0.00 | -2.95 |
| WTFSC Multi-Asset Portfolio Cl 45 | -2.58 | -3.64 |
| JPMCB Diversified Global Inv | 0.00 | -3.72 |
| Wellington Opportunistic Investment | -3.14 | -4.20 |
| FMT/Blackrock Global Allocation R1 | 0.00 | -4.20 |
Source: Morningstar Separate Account/CIT Fund Database
| World Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB Diversified Global Inv | 0.00 | 7.42 |
| Capital Group Absolute Income Grower DB | 7.29 | 6.55 |
| FMT/American Funds Capital Income Bu. R1 | 0.00 | 6.53 |
| WTFSC Multi-Asset Portfolio Cl 0 | 5.66 | 5.59 |
| Growth ETF Fund 35 | 5.02 | 4.66 |
| Growth ETF Fund 60 | 5.05 | 4.43 |
| Growth ETF Fund 75 | 5.09 | 4.31 |
| Income & Growth ETF Fund 35 | 4.23 | 3.87 |
| Income & Growth ETF Fund 60 | 4.22 | 3.61 |
| WTFSC Global Securities Portfolio Cl 0 | 3.72 | 3.56 |
Source: Morningstar Separate Account/CIT Fund Database
| Conservative Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/Vanguard Wellesley Income R1 | 0.00 | 3.51 |
| TDA Managed Retirement Consv Cl I | 0.00 | 1.49 |
| TDA Managed Retirement Consv Cl II | 0.00 | 1.25 |
| Income MAP Freedom 401k Class | 0.84 | 0.72 |
| Vanguard 40/60 - Moderate Mgd Tr R-INST | 0.00 | 0.19 |
| Vanguard 40/60 - Moderate Mgd Tr R | 0.00 | 0.19 |
| SMA Moderate Blend Fund | 8.09 | 0.12 |
| Benefit FCI Life Strategy Cons Gr Cl A | 0.07 | 0.07 |
| Retirement Advocate Conservative | 0.00 | 0.02 |
| StarCore I Fundˆ® | 0.00 | 0.01 |
Source: Morningstar Separate Account/CIT Fund Database
| Conservative Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/Vanguard Wellesley Income R1 | 0.00 | 7.46 |
| Transamerica Short/Intermediate Horizon | 0.00 | 5.43 |
| Associated ASAP2 Balanced Strategy | 5.39 | 5.39 |
| Associated ASAP Balanced Strategy | 5.36 | 5.36 |
| Invesco Balanced Risk Allocation Trust | 5.92 | 5.32 |
| SMA Moderate Blend Fund | 0.00 | 5.06 |
| CUNA Mutual Lifestyle Conservative Fund | 0.00 | 4.61 |
| Associated Conserv Balanced LifeStage | 4.60 | 4.60 |
| StarCore I Fundˆ® | 0.00 | 4.57 |
| MAP Balanced Fund | 0.00 | 4.55 |
Source: Morningstar Separate Account/CIT Fund Database
| Moderate Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| Columbia Trust Balanced Fund | 2.53 | 2.52 |
| Columbia Trust Balanced I | 2.50 | 2.08 |
| Columbia Trust Balanced Fund II | 2.55 | 2.03 |
| TDA Managed Retirement Moderate Cl I | 0.00 | 0.98 |
| Alerus Moderate Income Direct | 0.01 | 0.75 |
| TDA Managed Retirement Moderate Cl II | 0.00 | 0.72 |
| TDA Managed Retirement Balanced Cl I | 0.00 | 0.44 |
| FMT/Vanguard Balanced Index R1 | 0.00 | 0.37 |
| TDA Managed Retirement Balanced Cl II | 0.00 | 0.19 |
| State Street Mod Strat Bal SLing | 0.00 | 0.06 |
Source: Morningstar Separate Account/CIT Fund Database
| Moderate Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Columbia Trust Balanced Fund II | 10.30 | 9.74 |
| WTFSC Balanced Portfolio Cl 0 | 8.51 | 8.39 |
| FMT/Dodge & Cox Balanced R1 | 0.00 | 8.22 |
| FMT/Vanguard Balanced Index R1 | 0.00 | 7.90 |
| JPMCB Diversified Plus Inv | 0.00 | 7.90 |
| Christian Bros CUIT Balanced Fund | 8.57 | 7.60 |
| Enterprise Hldgs Ret Sav Pl Pft Shr Pl | 0.00 | 7.19 |
| Benefit FCI Life Strategy Growth Fd Cl A | 6.28 | 6.28 |
| Transamerica Intermediate Horizon - CTF | 0.00 | 6.27 |
| Associated ASAP2 Growth Balanced Strat | 6.22 | 6.22 |
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 | 0.00 | 0.98 |
| Callan Glidepath 2005 Fund 20 | 1.19 | 0.96 |
| Callan Glidepath 2005 Fund 25 | 1.20 | 0.92 |
| First Trust-Target Date Fund 2010, R2 | 0.00 | 0.58 |
| Callan Glidepath 2010 Fund 0 | 0.56 | 0.51 |
| First Trust-Target Date Fund 2010, R3 | 0.00 | 0.42 |
| Schwab Indexed Retirement Tr Fd 2010 II | 0.00 | 0.41 |
| StarTrack Retirement Income Fundˆ® | 0.37 | 0.37 |
| Schwab Indexed Retirement Tr Fd 2010 I | 0.48 | 0.34 |
| Callan Glidepath 2010 Fund 20 | 0.55 | 0.33 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2000-2010 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepath 2010 Fund 20 | 7.20 | 6.92 |
| Callan Glidepath 2010 Fund 25 | 7.22 | 6.89 |
| Callan Glidepath 2005 Fund 20 | 6.63 | 6.24 |
| Callan Glidepath 2005 Fund 25 | 6.65 | 6.21 |
| Principal Trust Target 2010 Z | 0.00 | 5.55 |
| The Vanguard Target Retire 2010 Trust I | 0.00 | 5.52 |
| Principal Trust Target 2010 I | 0.00 | 5.51 |
| The Vanguard Target Retire 2010 Trust II | 0.00 | 5.48 |
| Principal Trust Target 2010 I10 | 0.00 | 5.40 |
| Principal Trust Target 2010 I25 | 0.00 | 5.24 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2011-2015 | 1 year gross return | 1 year net return |
|---|---|---|
| Comerica Destination Fund 2015 Instl Cl | 1.83 | 1.83 |
| Comerica Destination Fund 2015 - Class A | 1.83 | 1.14 |
| State Street Dow Jones Trgt 2015 Fd Cl C | 4.66 | 0.94 |
| State Street Dow Jones Trgt 2015 Strat | 4.63 | 0.58 |
| Schwab Indexed Retirement Tr Fd 2015 II | 0.00 | 0.29 |
| Principal Trust To Retirement 2015 I10 | 0.00 | 0.27 |
| Manning & Napier GOAL 2015 CIT Class U | 0.60 | 0.26 |
| Schwab Indexed Retirement Tr Fd 2015 I | 0.38 | 0.24 |
| Prudential Day One 2015 Instl CIT | 0.00 | 0.09 |
| BNY Mellon SmartPath Target Date 2015 | 0.02 | -0.10 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2011-2015 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepath 2015 Fund 20 | 7.49 | 7.24 |
| Callan Glidepath 2015 Fund 25 | 7.52 | 7.21 |
| State Street Trgt Retire 2015 Fd Cl I | 0.00 | 6.29 |
| State Street Trgt Retire 2015 NL Ser A | 0.00 | 6.28 |
| State Street Trgt Retire 2015 SL Cl II | 0.00 | 6.15 |
| State Street Trgt Retire 2015 NL Ser C | 0.00 | 6.13 |
| The Vanguard Target Retire 2015 Trust I | 0.00 | 6.10 |
| The Vanguard Target Retire 2015 Trust II | 0.00 | 6.07 |
| Principal Trust Target 2015 Z | 0.00 | 6.05 |
| Principal Trust Target 2015 I | 0.00 | 5.98 |
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 | 0.00 | 1.19 |
| First Trust-Target Date Fund 2020, R2 | 0.00 | 0.66 |
| First Trust-Target Date Fund 2020, R3 | 0.00 | 0.41 |
| Manning & Napier GOAL 2020 CIT Class U | 0.51 | 0.17 |
| Prudential Day One 2020 Instl CIT | 0.00 | 0.15 |
| Prudential Day One 2020 Sel CIT | 0.00 | -0.05 |
| Prudential Day One 2020 Pref CIT | 0.00 | -0.10 |
| Stadion Flex Ret Thr 2020 Fund Class 0 | 0.00 | -0.17 |
| Stadion Flex 2020 Fund Class 0 | 0.00 | -0.18 |
| Prudential Day One 2020 Std CIT | 0.00 | -0.25 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2016-2020 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepath 2020 Fund 20 | 7.76 | 7.51 |
| Callan Glidepath 2020 Fund 25 | 7.79 | 7.49 |
| State Street Trgt Retire 2020 Fd Cl I | 0.00 | 7.03 |
| State Street Trgt Retire 2020 NL Ser A | 0.00 | 7.00 |
| State Street Trgt Retire 2020 SL Cl II | 0.00 | 6.88 |
| State Street Trgt Retire 2020 NL Ser C | 0.00 | 6.86 |
| JPMCB SmartRetirement 2020 Fund-CF | 0.00 | 6.64 |
| Putnam Retirement Advantage 2020: IA | 0.00 | 6.61 |
| State Street Trgt Retire 2020 SL Cl III | 0.00 | 6.60 |
| State Street Trgt Retire 2020 NL Ser D | 0.00 | 6.58 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2021-2025 | 1 year gross return | 1 year net return |
|---|---|---|
| Prudential Day One 2025 Instl CIT | 0.00 | -0.17 |
| Manning & Napier GOAL 2025 CIT Class U | 0.01 | -0.33 |
| Prudential Day One 2025 Sel CIT | 0.00 | -0.39 |
| Prudential Day One 2025 Pref CIT | 0.00 | -0.42 |
| Prudential Day One 2025 Std CIT | 0.00 | -0.56 |
| State Street Dow Jones Trgt 2025 Cl C | 6.95 | -0.58 |
| Principal Trust To Retirement 2025 I10 | 0.00 | -0.67 |
| Comerica Destination Fund 2025 Instl Cl | -0.74 | -0.74 |
| Prudential Day One 2025 Gr CIT | 0.00 | -0.77 |
| Great-West Lifetime 2025 Trust I | 0.00 | -0.80 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2021-2025 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepath 2025 Fund 20 | 7.83 | 7.58 |
| Callan Glidepath 2025 Fund 25 | 7.82 | 7.52 |
| Putnam Retirement Advantage 2025: IA | 0.00 | 7.42 |
| State Street Trgt Retire 2025 Fd Cl I | 0.00 | 7.38 |
| State Street Trgt Retire 2025 NL Ser A | 0.00 | 7.35 |
| State Street Trgt Retire 2025 SL Cl II | 0.00 | 7.24 |
| State Street Trgt Retire 2025 NL Ser C | 0.00 | 7.21 |
| Putnam Retirement Advantage 2025: I | 0.00 | 7.18 |
| JPMCB SmartRetirement 2025 Fund-CF | 0.00 | 6.97 |
| State Street Trgt Retire 2025 SL Cl III | 0.00 | 6.96 |
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 | 0.00 | 1.33 |
| First Trust-Target Date Fund 2030, R2 | 0.00 | 0.84 |
| First Trust-Target Date Fund 2030, R3 | 0.00 | 0.80 |
| Manning & Napier GOAL 2030 CIT Class U | 0.67 | 0.32 |
| Stadion Flex 2030 Fund Class 0 | 0.00 | -0.12 |
| Prudential Day One 2030 Instl CIT | 0.00 | -0.76 |
| Stadion Flex Ret Thr 2030 Fund Class 0 | 0.00 | -0.79 |
| Prudential Day One 2030 Sel CIT | 0.00 | -0.96 |
| Prudential Day One 2030 Pref CIT | 0.00 | -1.00 |
| Principal Trust To Retirement 2030 I10 | 0.00 | -1.06 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2026-2030 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepath 2030 Fund 20 | 7.97 | 7.72 |
| Putnam Retirement Advantage 2030: IA | 0.00 | 7.71 |
| Callan Glidepath 2030 Fund 25 | 8.00 | 7.69 |
| State Street Trgt Retire 2030 Fd Cl I | 12.19 | 7.53 |
| State Street Trgt Retire 2030 NL Ser A | 0.00 | 7.50 |
| Putnam Retirement Advantage 2030: I | 0.00 | 7.47 |
| State Street Trgt Retire 2030 SL Cl II | 0.00 | 7.37 |
| State Street Trgt Retire 2030 NL Ser C | 0.00 | 7.35 |
| Principal Trust Target 2030 Z | 0.00 | 7.26 |
| Principal Trust Target 2030 I | 0.00 | 7.20 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2031-2035 | 1 year gross return | 1 year net return |
|---|---|---|
| Prudential Day One 2035 Instl CIT | 0.00 | -1.17 |
| Prudential Day One 2035 Sel CIT | 0.00 | -1.34 |
| Principal Trust Target 2035 Z | 0.00 | -1.35 |
| Principal Trust Target 2035 I | 0.00 | -1.40 |
| Prudential Day One 2035 Pref CIT | 0.00 | -1.41 |
| Principal Trust To Retirement 2035 I10 | 0.00 | -1.44 |
| Principal Trust Target 2035 I10 | 0.00 | -1.49 |
| Manning & Napier GOAL 2035 CIT Class U | -1.18 | -1.51 |
| Comerica Destination Fund 2035 Instl Cl | -1.53 | -1.53 |
| Great-West Lifetime 2035 Trust I | 0.00 | -1.55 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2031-2035 | 5 year gross return | 5 year net return |
|---|---|---|
| Putnam Retirement Advantage 2035: IA | 0.00 | 8.06 |
| Putnam Retirement Advantage 2035: I | 0.00 | 7.82 |
| Callan Glidepath 2035 Fund 20 | 7.95 | 7.70 |
| Callan Glidepath 2035 Fund 25 | 7.95 | 7.64 |
| Putnam Retirement Advantage 2035:III | 8.36 | 7.54 |
| Principal Trust Target 2035 Z | 0.00 | 7.47 |
| Principal Trust Target 2035 I | 0.00 | 7.43 |
| Putnam Retirement Advantage 2035: IV | 0.00 | 7.38 |
| State Street Trgt Retire 2035 Fd Cl I | 0.00 | 7.36 |
| Principal Trust Target 2035 I10 | 0.00 | 7.32 |
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 | 0.00 | 1.51 |
| First Trust-Target Date Fund 2040, R2 | 0.00 | 1.08 |
| First Trust-Target Date Fund 2040, R3 | 0.00 | 0.85 |
| Manning & Napier GOAL 2040 CIT Class U | -0.53 | -0.87 |
| Stadion Flex 2040 Fund Class 0 | 0.00 | -1.03 |
| Principal Trust Target 2040 Z | 0.00 | -1.45 |
| Principal Trust Target 2040 I | 0.00 | -1.55 |
| Stadion Flex Ret Thr 2040 Fund Class 0 | 0.00 | -1.59 |
| Stadion Flex 2040 Fund Class 1 | 0.00 | -1.60 |
| Principal Trust Target 2040 I10 | 0.00 | -1.60 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2036-2040 | 5 year gross return | 5 year net return |
|---|---|---|
| Putnam Retirement Advantage 2040: IA | 0.00 | 8.34 |
| Putnam Retirement Advantage 2040: I | 0.00 | 8.10 |
| Putnam Retirement Advantage 2040:III | 8.67 | 7.85 |
| Principal Trust Target 2040 Z | 0.00 | 7.72 |
| Putnam Retirement Advantage 2040: IV | 0.00 | 7.67 |
| Principal Trust Target 2040 I | 0.00 | 7.64 |
| Callan Glidepath 2040 Fund 20 | 7.84 | 7.57 |
| Principal Trust Target 2040 I10 | 0.00 | 7.54 |
| Callan Glidepath 2040 Fund 25 | 7.85 | 7.52 |
| Putnam Retirement Advantage 2040: V | 0.00 | 7.51 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2041-2045 | 1 year gross return | 1 year net return |
|---|---|---|
| Principal Trust Target 2045 Z | 0.00 | -1.60 |
| Principal Trust Target 2045 I | 0.00 | -1.65 |
| Principal Trust Target 2045 I10 | 0.00 | -1.74 |
| Strategic Target 2045 Fund Class II | 0.00 | -1.80 |
| Principal Trust Target 2045 I25 | 0.00 | -1.89 |
| Principal Trust To Retirement 2045 I10 | 0.00 | -1.94 |
| Strategic Target 2045 Fund Class I | 0.00 | -2.00 |
| BNY Mellon SmartPath Target Date 2045 | -1.91 | -2.00 |
| Manning & Napier GOAL 2045 CIT Class U | -1.68 | -2.01 |
| Principal Trust Target 2045 Fund R6 | 0.00 | -2.03 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2041-2045 | 5 year gross return | 5 year net return |
|---|---|---|
| Putnam Retirement Advantage 2045: IA | 0.00 | 8.58 |
| Putnam Retirement Advantage 2045: I | 0.00 | 8.35 |
| Putnam Retirement Advantage 2045:III | 8.92 | 8.11 |
| Putnam Retirement Advantage 2045: IV | 0.00 | 7.91 |
| Principal Trust Target 2045 Z | 0.00 | 7.84 |
| Principal Trust Target 2045 I | 0.00 | 7.80 |
| Putnam Retirement Advantage 2045:V | 0.00 | 7.76 |
| Principal Trust Target 2045 I10 | 0.00 | 7.70 |
| Callan Glidepath 2045 Fund 20 | 7.83 | 7.57 |
| Principal Trust Target 2045 I25 | 0.00 | 7.53 |
Source: Morningstar Separate Account/CIT Fund Database
| Retirement Income | 1 year gross return | 1 year net return |
|---|---|---|
| Manning & Napier GOAL Income CIT Class U | 1.50 | 1.15 |
| Stadion Flex Income Fund Class 0 | 0.00 | 0.98 |
| State Street Dow Jones Trgt Today Cl C | 3.37 | 0.71 |
| Stadion Flex Income Fund Class 1 | 0.00 | 0.51 |
| BNY Mellon SmartPath Retirement Income | 0.63 | 0.49 |
| Vanguard Target Retire Trust Plus Income | 0.00 | 0.42 |
| The Vanguard Target Retire Inc Trust I | 0.00 | 0.42 |
| The Vanguard Target Retire Incm Trust II | 0.00 | 0.40 |
| SEI Retirement Income Fund CT-4 | 1.02 | 0.39 |
| SEI Retirement Income Fund CT-1 | 0.92 | 0.39 |
Source: Morningstar Separate Account/CIT Fund Database
| Retirement Income | 5 year gross return | 5 year net return |
|---|---|---|
| Putnam Retirement Maturity Fund: IA | 0.00 | 5.71 |
| Putnam Retirement Maturity Fund: I | 0.00 | 5.49 |
| JPMCB SmartRetirement Income-CF | 0.00 | 5.28 |
| Putnam Retirement Maturity Fund: III | 6.02 | 5.21 |
| JPMCB SmartRetirement Income-C10 | 0.00 | 5.18 |
| JPMCB SmartRetirement Income-CF20 | 0.00 | 5.07 |
| Putnam Retirement Maturity Fund: IV | 0.00 | 5.06 |
| The Vanguard Target Retire Inc Trust I | 0.00 | 5.05 |
| The Vanguard Target Retire Incm Trust II | 0.00 | 5.01 |
| Putnam Retirement Maturity Fund: V | 0.00 | 4.91 |
