| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| BlackRock MSCI USA Min Vol Idx F | 0.00 | 17.17 |
| BlackRock Russell 1000ˆ® Dfsv Non-Lnd F | 0.00 | 10.05 |
| Russell Large Cap Defensive Equity | 0.00 | 8.61 |
| FMT/American Funds Wash Mutual R1 | 0.00 | 5.98 |
| Comerica S&P 500 Index CIT Inst | 4.05 | 4.05 |
| BlackRock Equity Index F | 0.00 | 4.02 |
| Wells Fargo/BlackRock S&P500 Idx F | 4.01 | 4.01 |
| BlackRock Equity Index Fund 0TS | 0.00 | 4.01 |
| BlackRock Equity Index Non-Lendable F | 0.00 | 4.01 |
| Comerica S&P 500 Index CIT C | 4.05 | 4.00 |
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 | 15.15 |
| State Street NASDAQ 100 Idx Fd - Cl C | 19.97 | 15.09 |
| BlackRock Active Stock F | 0.00 | 13.12 |
| JPMCB U.S. Active Core Equity Inv | 0.00 | 12.67 |
| QMA US Core Equity Fund | 13.07 | 12.67 |
| JPMCB US Research Enh Idx (REI) 150 Inv | 0.00 | 12.57 |
| Amalgamated Bank LongView Quant. LC CF | 12.74 | 12.40 |
| JPMCB U.S. SmartIndex Fund Inv | 0.00 | 12.38 |
| Blackrock Russ 1000 Alpha Tilts CF | 12.75 | 12.36 |
| QMA US All Cap Core Equity Fund | 12.70 | 12.31 |
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 | 5.96 |
| INTECH Instl US Enhanced Plus Eq | 0.00 | 5.17 |
| Champlain Mid Cap Collective Fund 4 | 0.00 | 4.51 |
| Amalgamated Bank Longview Qnt Mid Cap CF | 4.29 | 3.72 |
| Comerica S&P Composite 1500 Index C | 0.00 | 3.59 |
| Champlain Mid Cap Collective Fund 1 | 0.00 | 3.55 |
| QMA US Mid Cap Core Equity Fund | 3.79 | 3.22 |
| Blackrock US Eq Mkt Fund CF | 2.19 | 2.12 |
| BlackRock Mid Cap Equity Index Fund Cl 0 | 1.45 | 1.45 |
| BlackRock Mid-Cap Equity Index F | 0.00 | 1.41 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| INTECH Instl US Enhanced Plus Eq | 0.00 | 12.83 |
| Transamerica Partners Mid Value - CTF | 0.00 | 12.54 |
| Amalgamated Bank Longview Qnt Mid Cap CF | 12.80 | 12.19 |
| BNY Mellon EB DO Mid Cap Core | 12.80 | 12.13 |
| QMA US Mid Cap Core Equity Fund | 12.51 | 11.90 |
| BNY Mellon EB DL Mid Cap Stk Index | 11.48 | 11.43 |
| BNY Mellon EB DL Mid Cap Stk Index UC2 | 11.48 | 11.39 |
| Burgundy US Small/Mid Cap Fund | 11.22 | 11.01 |
| LMCG MidCap Core Collective Fund | 0.00 | 10.92 |
| State Street S&P MidCap Idx Fd - Cl I | 16.43 | 10.62 |
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 | 3.21 |
| Comerica SmallCap 600 Inst | -0.16 | -0.16 |
| Amalgamated Bank LongView 600 SC Idx CF | -0.16 | -0.21 |
| Comerica SmallCap 600 C | -0.16 | -0.23 |
| Comerica SmallCap 600 A | -0.16 | -0.31 |
| Voya Small Cap Core Trust | 0.09 | -0.66 |
| Wellington CIF II Small Cap Value S1 | -0.68 | -1.50 |
| Advisory Rsrch Sm Cp Val Collective Fund | 0.00 | -1.56 |
| Nuveen NWQ Small/Mid Cap Value | -1.08 | -1.78 |
| BNY Mellon Small Cap Stock Id Fd UC5 | -6.77 | -2.19 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| WTFSC Small Comp Diversified Value Cl 0 | 11.47 | 11.31 |
| Blackrock Russell 2000 Alpha Tilts Fd A | 11.31 | 11.31 |
| Comerica SmallCap 600 Inst | 11.21 | 11.21 |
| FIAM Small Cap Core Pool | 12.04 | 11.16 |
| Comerica SmallCap 600 C | 0.00 | 11.14 |
| Amalgamated Bank LongView 600 SC Idx CF | 11.14 | 11.09 |
| Comerica SmallCap 600 A | 11.21 | 11.05 |
| Wellington CIF II Small Cap Opps | 11.72 | 10.80 |
| JPMCB U.S. Small Cap Equity Blend Inv | 0.00 | 10.20 |
| State Street Enhanced US SmCp Blnd SL I | 0.00 | 10.18 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| INTECH Instl US Large Cap Growth | 0.00 | 4.90 |
| Comerica LargeCap Growth | 4.26 | 4.26 |
| BlackRock Equity Growth Non-Lendable F | 0.00 | 4.24 |
| Comerica LargeCap Growth C | 4.26 | 4.19 |
| Blackrock Eq Gr Fund CF | 4.24 | 4.17 |
| FMT Large Cap Fundamental Growth R1 | 0.00 | 3.30 |
| Wellington CIF II Diversified Growth S1 | 3.86 | 3.25 |
| BlackRock Russell 1000ˆ® Growth NL F | 0.00 | 3.09 |
| BlackRock Russell 1000ˆ® Growth F | 0.00 | 3.08 |
| State Street Russell LgCp Gr Idx SL I | 0.00 | 3.05 |
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 | 13.44 |
| Wellington CIF US Research Equity | 13.77 | 13.09 |
| Wellington CIF II Large Cap Research S1 | 13.57 | 12.95 |
| Comerica LargeCap Growth | 12.91 | 12.89 |
| BlackRock Equity Growth Non-Lendable F | 0.00 | 12.87 |
| Comerica LargeCap Growth C | 0.00 | 12.85 |
| BlackRock Russell 1000ˆ® Growth F | 0.00 | 12.40 |
| State Street Russell LgCp Gr Idx SL I | 0.00 | 12.37 |
| State Street Russell LgCp Gr Idx NL A | 0.00 | 12.36 |
| BlackRock Russell 1000ˆ® Growth T | 0.00 | 12.33 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Champlain Mid Cap Fund, LLC | 4.66 | 3.76 |
| FMT/Neuberger Berman Genesis R1 | 0.00 | 1.06 |
| PGI CIT Mid-Cap Equity Fund A | 0.96 | 0.96 |
| Voya Mid Cap Growth Trust | 1.21 | 0.50 |
| Delaware SMID Cap Growth Trust | 0.00 | 0.26 |
| FMT/T. Rowe Price Mid-Cap Growth R1 | 0.00 | -0.09 |
| Wellington CIF II Mid Cap Opportunity S2 | -0.29 | -0.74 |
| S/M Cp Cor Eq Collective Invmt Fund | -0.52 | -0.95 |
| Wellington CIF II Mid Cap Opportunity S1 | -0.29 | -1.00 |
| Mid Cap Strategic Allocation Fund | 0.00 | -1.04 |
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 | 11.53 |
| Champlain Mid Cap Fund, LLC | 12.46 | 11.52 |
| CCI SMID Cap Growth Equity Fund | 12.06 | 11.12 |
| FMT Mid Cap Growth R1 | 0.00 | 10.99 |
| Wellington CIF II Mid Cap Opportunity S2 | 11.47 | 10.93 |
| Wellington CIF II Mid Cap Opportunity S1 | 11.47 | 10.72 |
| Delaware SMID Cap Growth Trust | 0.00 | 9.84 |
| MIZAN All Equity Moderate Alloc Fd R1 | 0.00 | 9.36 |
| Mid Cap Strategic Allocation Fund | 0.00 | 9.18 |
| Voya Mid Cap Growth Trust | 9.88 | 9.12 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Champlain Small Company Fund, LLC | 2.44 | 1.43 |
| Wells Fargo/Multi-Manager Sm Cap F | -1.25 | -1.25 |
| Wells Fargo/Multi-Manager Sm Cap N | 0.00 | -1.26 |
| Hillsdale US Performance Equity Fund | -0.18 | -1.34 |
| Wells Fargo/Multi-Manager Sm Cap TR | -1.69 | -1.69 |
| Small Cap Strategic Allocation Fund | 0.00 | -3.66 |
| Wellington CIF II Small Cap 2000 S1 | -3.07 | -3.89 |
| FMT SMID Diversified Growth R1 | 0.00 | -4.41 |
| FMT Small Cap Diversified Equity R1 | 0.00 | -4.88 |
| FIAM Small Capitalization Core CIT D | -4.43 | -5.13 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Small Cap 2000 S1 | 11.79 | 10.84 |
| FMT Small Cap Diversified Equity R1 | 0.00 | 10.45 |
| Hillsdale US Performance Equity Fund | 11.96 | 10.37 |
| FIAM Small Company Pool | 10.92 | 10.05 |
| Champlain Small Company Fund, LLC | 10.97 | 9.88 |
| FMT SMID Diversified Growth R1 | 0.00 | 9.28 |
| BlackRock Russell 2000ˆ® Growth F | 0.00 | 8.74 |
| State Street Russell SmCp Gr Idx Cl A | 0.00 | 8.49 |
| State Street Russell SmCp Gr Idx Cl C | 0.00 | 8.44 |
| JENNISON U.S. SMALL CAP EQUITY FUND 4 | 0.00 | 8.38 |
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 | 16.68 |
| Columbia Trust Dividend Income | 10.26 | 10.26 |
| Columbia Trust Dividend Opportunity | 9.77 | 9.77 |
| Columbia Trust Dividend Income A | 10.31 | 9.71 |
| Delaware Large Cap Value Trust 55 | 0.00 | 9.68 |
| Invesco Diversified Dividend | 0.00 | 9.43 |
| Columbia Trust Dividend Opportunity A | 9.75 | 9.15 |
| FMT Global Infrastructure R1 | 0.00 | 6.39 |
| BlackRock Equity Dividend F | 0.00 | 6.16 |
| BlackRock Equity Dividend T | 0.00 | 5.66 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| American Century US Value Yield Eq Tr 2 | 0.00 | 12.48 |
| JPMCB U.S. All Cap Value Inv | 0.00 | 12.36 |
| MFSˆ® Large Cap Value CIT | 0.00 | 12.23 |
| Transamerica Partners Large Core - CTF | 0.00 | 12.16 |
| MFSˆ® Large Cap Value CL 4 | 0.00 | 12.14 |
| State Street Actv U.S. LgCp Blnd NL Cl A | 15.80 | 12.09 |
| Wellington CIF II Research Value | 12.33 | 11.79 |
| BlackRock Russell 1000ˆ® Value F | 0.00 | 11.44 |
| State Street Russell LgCp Val Idx SL I | 0.00 | 11.38 |
| State Street Russell LgCp Valˆ® Idx NL A | 0.00 | 11.36 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 1 year gross return | 1 year net return |
|---|---|---|
| American Century US Mid Cp Val Eq N | 0.00 | 9.04 |
| Speece Thorson Value Fund | 9.05 | 8.04 |
| FMT/American Century Mid Cap Value R1 | 0.00 | 7.88 |
| American Century US Mid Cap Value Eq Tr | 0.00 | 7.80 |
| TS&W Mid Cap Value 200 | 0.00 | 7.79 |
| Victory Mid Cap Value Collective Fd 80-F | 0.00 | 7.01 |
| FMT/iShares Russell Mid-Cap Value Idx R1 | 0.00 | 2.73 |
| Columbia Trust Mid Cap Value Fund | 0.41 | 0.39 |
| RidgeWorth Mid-Cap Value Equity | 0.00 | -0.13 |
| Columbia Trust Mid Cap Value Fund A | 0.45 | -0.20 |
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 | 13.40 |
| American Century US Mid Cap Value Eq Tr | 0.00 | 13.21 |
| FMT/iShares Russell Mid-Cap Value Idx R1 | 0.00 | 11.23 |
| WTFSC Mid Cap Fundamental Val Port Cl 0 | 10.18 | 10.08 |
| FMT/Vanguard Selected Value R1 | 0.00 | 9.43 |
| RidgeWorth Mid-Cap Value Equity | 0.00 | 8.95 |
| Speece Thorson Value Fund | 9.96 | 8.92 |
| FMT/DFA U.S. Vector Equity R1 | 0.00 | 8.89 |
| WTFSC Mid-Cap Fundamental Val Port Cl 15 | 9.52 | 8.65 |
| VT Vantagepoint Select Value R5 | 0.00 | 8.52 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| Edge SMID Cap Value Equity Fund | 7.32 | 6.42 |
| Victory Small Cap Value Collective 85 | 0.00 | 2.03 |
| Victory Small Cap Value Collective Fund | 2.90 | 1.75 |
| Brandywine Diversified Small Cap BIT | -1.00 | -1.79 |
| Brandywine Diversified Small Cap GT | -1.20 | -1.97 |
| BlackRock Russell 2000 Value Index Fd 6 | -2.15 | -2.27 |
| BlackRock Russell 2000 Value Index Fd 8 | -2.17 | -2.31 |
| BlackRock Russell 2000ˆ® Value F | 0.00 | -2.42 |
| BlackRock Russell 2000 Value Index Fd 31 | -2.27 | -2.63 |
| State Street Russell SmCpˆ® Val Idx NL A | 0.00 | -2.64 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Edge SMID Cap Value Equity Fund | 13.73 | 12.77 |
| Brandywine Diversified Sm Cap Select BIT | 10.85 | 9.98 |
| Brandywine Diversified Small Cap GT | 10.74 | 9.87 |
| Brandywine Diversified Small Cap BIT | 10.73 | 9.86 |
| Victory Small Cap Value Collective Fund | 10.86 | 9.72 |
| FMT/DFA U.S. Targeted Value R1 | 0.00 | 8.53 |
| FMT/American Beacon Small Cap Value R1 | 0.00 | 8.52 |
| State Street Russell SmCpˆ® Val Idx NL A | 0.00 | 8.15 |
| BlackRock Russell 2000ˆ® Value F | 0.00 | 8.12 |
| FMT/DFA U.S. Small Cap Value R1 | 0.00 | 8.11 |
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 | -14.35 |
| Associated Banc Corp Stock Fund | -15.25 | -15.25 |
Source: Morningstar Separate Account/CIT Fund Database
| Financial | 5 year gross return | 5 year net return |
|---|---|---|
| Associated Banc Corp Stock Fund | 4.83 | 4.83 |
| 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 | -2.79 |
Source: Morningstar Separate Account/CIT Fund Database
| Health | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/SPDR Health Care Sector R1 | 0.00 | 15.87 |
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 | -14.09 |
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 | -8.85 |
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 | 43.61 |
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 | -8.71 |
Source: Morningstar Separate Account/CIT Fund Database
| Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/DFA Real Estate Securities R1 | 0.00 | 23.92 |
| Security Capital Preferred Growth | 24.83 | 23.73 |
| WTFSC Total Return REIT Portfolio Cl 0 | 23.51 | 23.40 |
| FIAM U.S. Real Estate Invest Tr CIT | 23.91 | 23.18 |
| AEW Real Estate Securities Divers Trust | 0.00 | 23.15 |
| American Century U.S. Real Estate Sec Tr | 0.00 | 23.05 |
| FMT/Nuveen Real Estate Securities R1 | 0.00 | 22.75 |
| State Street REIT Idx NL Series Fd Cl A | 0.00 | 22.70 |
| Diversified Real Estate Fund U | 0.00 | 22.66 |
| WTFSC Total Return REIT Portfolio Cl 45 | 23.92 | 22.60 |
Source: Morningstar Separate Account/CIT Fund Database
| Real Estate | 5 year gross return | 5 year net return |
|---|---|---|
| WTFSC Total Return REIT Portfolio Cl 0 | 13.26 | 13.12 |
| JPMCB U.S. Real Estate Securities Inv | 0.00 | 12.60 |
| AEW Real Estate Securities Divers Trust | 0.00 | 12.52 |
| FIAM U.S. Real Estate Invest Tr CIT | 13.16 | 12.49 |
| State Street REIT Idx NL Series Fd Cl A | 0.00 | 12.21 |
| SSgA/Tuckerman REIT Index NL Ser C | 0.00 | 12.11 |
| Washington Capital Mgt Real Estate Eq | 13.19 | 12.08 |
| FMT/DFA Real Estate Securities R1 | 0.00 | 12.07 |
| BNY Mellon REIT Index Fund UC1 | 12.12 | 11.99 |
| FMT/Nuveen Real Estate Securities R1 | 0.00 | 11.70 |
Source: Morningstar Separate Account/CIT Fund Database
| Technology | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/SPDR Technology Sector R1 | 0.00 | 5.90 |
Source: Morningstar Separate Account/CIT Fund Database
| Technology | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/SPDR Technology Sector R1 | 0.00 | 12.15 |
Source: Morningstar Separate Account/CIT Fund Database
| Equity Energy | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/SPDR Energy Sector R1 | 0.00 | -6.27 |
Source: Morningstar Separate Account/CIT Fund Database
| Equity Energy | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/SPDR Energy Sector R1 | 0.00 | -0.07 |
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 | 16.42 |
| Haverford Moderately Agrsv Collective R1 | 0.00 | 1.63 |
| Alerus Moderate Growth Direct | 1.53 | 1.53 |
| Alerus Moderate Growth Institutional | 1.66 | 1.40 |
| Alerus Moderate Growth Advisor | 1.76 | 1.30 |
| State Street Aggr Strat Bal SLing | 0.00 | 0.98 |
| CUNA Mutual Lifestyle Aggressive Fund | 0.00 | 0.88 |
| Fiduciary Investment Trust Growth E | 0.00 | 0.78 |
| Pentegra Advtg Agrsv Asst Allc 0 | 0.00 | 0.75 |
| FACETS Lifestyle Aggressive Fund R6 | 0.00 | 0.74 |
Source: Morningstar Separate Account/CIT Fund Database
| Aggressive Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| WTFSC Strategic Balanced Portfolio Cl 0 | 8.71 | 8.59 |
| WTFSC US Allocation Portfolio Cl 0 | 7.78 | 7.70 |
| Associated Conservative Growth LifeStage | 7.23 | 7.23 |
| Associated ASAP2 Conserv Growth Strat | 7.15 | 7.15 |
| Associated ASAP Conservative Gr Strat | 7.10 | 7.10 |
| StarCore III Fundˆ® | 0.00 | 6.93 |
| Transamerica Intermediate/Long Horizon | 0.00 | 6.89 |
| VT Vantagepoint MP Lng-Trm Gr R5 | 0.00 | 6.28 |
| MAP Growth Fund | 0.00 | 6.19 |
| CUNA Mutual Lifestyle Aggressive Fund | 0.00 | 6.11 |
Source: Morningstar Separate Account/CIT Fund Database
| Bank Loan | 1 year gross return | 1 year net return |
|---|---|---|
| Credit Suisse Floating Rate Trust 0IM | 3.63 | 3.47 |
| Credit Suisse Floating Rate Trust 15 | 3.63 | 3.31 |
| Credit Suisse Floating Rate Trust 45 | 3.63 | 3.01 |
| Prudential Bank Loan Fund 1 | 0.00 | 2.08 |
| Voya Senior Loan Trust | 2.00 | 1.54 |
| Prudential Bank Loan Fund 2 | 0.00 | 1.52 |
| Prudential Bank Loan Fund 3 | 0.00 | 1.42 |
| Shenkman Capital Mgt High Yld Bank Loan | 1.16 | 0.58 |
| JPMCB Floating Rate Income Inv | 0.00 | -0.47 |
Source: Morningstar Separate Account/CIT Fund Database
| Bank Loan | 5 year gross return | 5 year net return |
|---|---|---|
| Prudential Bank Loan Fund 1 | 0.00 | 4.44 |
| Voya Senior Loan Trust | 4.96 | 4.07 |
| Prudential Bank Loan Fund 2 | 0.00 | 3.86 |
| Prudential Bank Loan Fund 3 | 0.00 | 3.76 |
| 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 |
|---|---|---|
| Edge SMID Cap Value Equity Fund | 7.32 | 6.42 |
| Victory Small Cap Value Collective 85 | 0.00 | 2.03 |
| Victory Small Cap Value Collective Fund | 2.90 | 1.75 |
| Brandywine Diversified Small Cap BIT | -1.00 | -1.79 |
| Brandywine Diversified Small Cap GT | -1.20 | -1.97 |
| BlackRock Russell 2000 Value Index Fd 6 | -2.15 | -2.27 |
| BlackRock Russell 2000 Value Index Fd 8 | -2.17 | -2.31 |
| BlackRock Russell 2000ˆ® Value F | 0.00 | -2.42 |
| BlackRock Russell 2000 Value Index Fd 31 | -2.27 | -2.63 |
| State Street Russell SmCpˆ® Val Idx NL A | 0.00 | -2.64 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Edge SMID Cap Value Equity Fund | 13.73 | 12.77 |
| Brandywine Diversified Sm Cap Select BIT | 10.85 | 9.98 |
| Brandywine Diversified Small Cap GT | 10.74 | 9.87 |
| Brandywine Diversified Small Cap BIT | 10.73 | 9.86 |
| Victory Small Cap Value Collective Fund | 10.86 | 9.72 |
| FMT/DFA U.S. Targeted Value R1 | 0.00 | 8.53 |
| FMT/American Beacon Small Cap Value R1 | 0.00 | 8.52 |
| State Street Russell SmCpˆ® Val Idx NL A | 0.00 | 8.15 |
| BlackRock Russell 2000ˆ® Value F | 0.00 | 8.12 |
| FMT/DFA U.S. Small Cap Value R1 | 0.00 | 8.11 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 1 year gross return | 1 year net return |
|---|---|---|
| American Century US Mid Cp Val Eq N | 0.00 | 9.04 |
| Speece Thorson Value Fund | 9.05 | 8.04 |
| FMT/American Century Mid Cap Value R1 | 0.00 | 7.88 |
| American Century US Mid Cap Value Eq Tr | 0.00 | 7.80 |
| TS&W Mid Cap Value 200 | 0.00 | 7.79 |
| Victory Mid Cap Value Collective Fd 80-F | 0.00 | 7.01 |
| FMT/iShares Russell Mid-Cap Value Idx R1 | 0.00 | 2.73 |
| Columbia Trust Mid Cap Value Fund | 0.41 | 0.39 |
| RidgeWorth Mid-Cap Value Equity | 0.00 | -0.13 |
| Columbia Trust Mid Cap Value Fund A | 0.45 | -0.20 |
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 | 13.40 |
| American Century US Mid Cap Value Eq Tr | 0.00 | 13.21 |
| FMT/iShares Russell Mid-Cap Value Idx R1 | 0.00 | 11.23 |
| WTFSC Mid Cap Fundamental Val Port Cl 0 | 10.18 | 10.08 |
| FMT/Vanguard Selected Value R1 | 0.00 | 9.43 |
| RidgeWorth Mid-Cap Value Equity | 0.00 | 8.95 |
| Speece Thorson Value Fund | 9.96 | 8.92 |
| FMT/DFA U.S. Vector Equity R1 | 0.00 | 8.89 |
| WTFSC Mid-Cap Fundamental Val Port Cl 15 | 9.52 | 8.65 |
| VT Vantagepoint Select Value R5 | 0.00 | 8.52 |
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 | 16.68 |
| Columbia Trust Dividend Income | 10.26 | 10.26 |
| Columbia Trust Dividend Opportunity | 9.77 | 9.77 |
| Columbia Trust Dividend Income A | 10.31 | 9.71 |
| Delaware Large Cap Value Trust 55 | 0.00 | 9.68 |
| Invesco Diversified Dividend | 0.00 | 9.43 |
| Columbia Trust Dividend Opportunity A | 9.75 | 9.15 |
| FMT Global Infrastructure R1 | 0.00 | 6.39 |
| BlackRock Equity Dividend F | 0.00 | 6.16 |
| BlackRock Equity Dividend T | 0.00 | 5.66 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| American Century US Value Yield Eq Tr 2 | 0.00 | 12.48 |
| JPMCB U.S. All Cap Value Inv | 0.00 | 12.36 |
| MFSˆ® Large Cap Value CIT | 0.00 | 12.23 |
| Transamerica Partners Large Core - CTF | 0.00 | 12.16 |
| MFSˆ® Large Cap Value CL 4 | 0.00 | 12.14 |
| State Street Actv U.S. LgCp Blnd NL Cl A | 15.80 | 12.09 |
| Wellington CIF II Research Value | 12.33 | 11.79 |
| BlackRock Russell 1000ˆ® Value F | 0.00 | 11.44 |
| State Street Russell LgCp Val Idx SL I | 0.00 | 11.38 |
| State Street Russell LgCp Valˆ® Idx NL A | 0.00 | 11.36 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Champlain Small Company Fund, LLC | 2.44 | 1.43 |
| Wells Fargo/Multi-Manager Sm Cap F | -1.25 | -1.25 |
| Wells Fargo/Multi-Manager Sm Cap N | 0.00 | -1.26 |
| Hillsdale US Performance Equity Fund | -0.18 | -1.34 |
| Wells Fargo/Multi-Manager Sm Cap TR | -1.69 | -1.69 |
| Small Cap Strategic Allocation Fund | 0.00 | -3.66 |
| Wellington CIF II Small Cap 2000 S1 | -3.07 | -3.89 |
| FMT SMID Diversified Growth R1 | 0.00 | -4.41 |
| FMT Small Cap Diversified Equity R1 | 0.00 | -4.88 |
| FIAM Small Capitalization Core CIT D | -4.43 | -5.13 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Small Cap 2000 S1 | 11.79 | 10.84 |
| FMT Small Cap Diversified Equity R1 | 0.00 | 10.45 |
| Hillsdale US Performance Equity Fund | 11.96 | 10.37 |
| FIAM Small Company Pool | 10.92 | 10.05 |
| Champlain Small Company Fund, LLC | 10.97 | 9.88 |
| FMT SMID Diversified Growth R1 | 0.00 | 9.28 |
| BlackRock Russell 2000ˆ® Growth F | 0.00 | 8.74 |
| State Street Russell SmCp Gr Idx Cl A | 0.00 | 8.49 |
| State Street Russell SmCp Gr Idx Cl C | 0.00 | 8.44 |
| JENNISON U.S. SMALL CAP EQUITY FUND 4 | 0.00 | 8.38 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Champlain Mid Cap Fund, LLC | 4.66 | 3.76 |
| FMT/Neuberger Berman Genesis R1 | 0.00 | 1.06 |
| PGI CIT Mid-Cap Equity Fund A | 0.96 | 0.96 |
| Voya Mid Cap Growth Trust | 1.21 | 0.50 |
| Delaware SMID Cap Growth Trust | 0.00 | 0.26 |
| FMT/T. Rowe Price Mid-Cap Growth R1 | 0.00 | -0.09 |
| Wellington CIF II Mid Cap Opportunity S2 | -0.29 | -0.74 |
| S/M Cp Cor Eq Collective Invmt Fund | -0.52 | -0.95 |
| Wellington CIF II Mid Cap Opportunity S1 | -0.29 | -1.00 |
| Mid Cap Strategic Allocation Fund | 0.00 | -1.04 |
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 | 11.53 |
| Champlain Mid Cap Fund, LLC | 12.46 | 11.52 |
| CCI SMID Cap Growth Equity Fund | 12.06 | 11.12 |
| FMT Mid Cap Growth R1 | 0.00 | 10.99 |
| Wellington CIF II Mid Cap Opportunity S2 | 11.47 | 10.93 |
| Wellington CIF II Mid Cap Opportunity S1 | 11.47 | 10.72 |
| Delaware SMID Cap Growth Trust | 0.00 | 9.84 |
| MIZAN All Equity Moderate Alloc Fd R1 | 0.00 | 9.36 |
| Mid Cap Strategic Allocation Fund | 0.00 | 9.18 |
| Voya Mid Cap Growth Trust | 9.88 | 9.12 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| INTECH Instl US Large Cap Growth | 0.00 | 4.90 |
| Comerica LargeCap Growth | 4.26 | 4.26 |
| BlackRock Equity Growth Non-Lendable F | 0.00 | 4.24 |
| Comerica LargeCap Growth C | 4.26 | 4.19 |
| Blackrock Eq Gr Fund CF | 4.24 | 4.17 |
| FMT Large Cap Fundamental Growth R1 | 0.00 | 3.30 |
| Wellington CIF II Diversified Growth S1 | 3.86 | 3.25 |
| BlackRock Russell 1000ˆ® Growth NL F | 0.00 | 3.09 |
| BlackRock Russell 1000ˆ® Growth F | 0.00 | 3.08 |
| State Street Russell LgCp Gr Idx SL I | 0.00 | 3.05 |
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 | 13.44 |
| Wellington CIF US Research Equity | 13.77 | 13.09 |
| Wellington CIF II Large Cap Research S1 | 13.57 | 12.95 |
| Comerica LargeCap Growth | 12.91 | 12.89 |
| BlackRock Equity Growth Non-Lendable F | 0.00 | 12.87 |
| Comerica LargeCap Growth C | 0.00 | 12.85 |
| BlackRock Russell 1000ˆ® Growth F | 0.00 | 12.40 |
| State Street Russell LgCp Gr Idx SL I | 0.00 | 12.37 |
| State Street Russell LgCp Gr Idx NL A | 0.00 | 12.36 |
| BlackRock Russell 1000ˆ® Growth T | 0.00 | 12.33 |
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 | 3.21 |
| Comerica SmallCap 600 Inst | -0.16 | -0.16 |
| Amalgamated Bank LongView 600 SC Idx CF | -0.16 | -0.21 |
| Comerica SmallCap 600 C | -0.16 | -0.23 |
| Comerica SmallCap 600 A | -0.16 | -0.31 |
| Voya Small Cap Core Trust | 0.09 | -0.66 |
| Wellington CIF II Small Cap Value S1 | -0.68 | -1.50 |
| Advisory Rsrch Sm Cp Val Collective Fund | 0.00 | -1.56 |
| Nuveen NWQ Small/Mid Cap Value | -1.08 | -1.78 |
| BNY Mellon Small Cap Stock Id Fd UC5 | -6.77 | -2.19 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| WTFSC Small Comp Diversified Value Cl 0 | 11.47 | 11.31 |
| Blackrock Russell 2000 Alpha Tilts Fd A | 11.31 | 11.31 |
| Comerica SmallCap 600 Inst | 11.21 | 11.21 |
| FIAM Small Cap Core Pool | 12.04 | 11.16 |
| Comerica SmallCap 600 C | 0.00 | 11.14 |
| Amalgamated Bank LongView 600 SC Idx CF | 11.14 | 11.09 |
| Comerica SmallCap 600 A | 11.21 | 11.05 |
| Wellington CIF II Small Cap Opps | 11.72 | 10.80 |
| JPMCB U.S. Small Cap Equity Blend Inv | 0.00 | 10.20 |
| State Street Enhanced US SmCp Blnd SL I | 0.00 | 10.18 |
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 | 5.96 |
| INTECH Instl US Enhanced Plus Eq | 0.00 | 5.17 |
| Champlain Mid Cap Collective Fund 4 | 0.00 | 4.51 |
| Amalgamated Bank Longview Qnt Mid Cap CF | 4.29 | 3.72 |
| Comerica S&P Composite 1500 Index C | 0.00 | 3.59 |
| Champlain Mid Cap Collective Fund 1 | 0.00 | 3.55 |
| QMA US Mid Cap Core Equity Fund | 3.79 | 3.22 |
| Blackrock US Eq Mkt Fund CF | 2.19 | 2.12 |
| BlackRock Mid Cap Equity Index Fund Cl 0 | 1.45 | 1.45 |
| BlackRock Mid-Cap Equity Index F | 0.00 | 1.41 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| INTECH Instl US Enhanced Plus Eq | 0.00 | 12.83 |
| Transamerica Partners Mid Value - CTF | 0.00 | 12.54 |
| Amalgamated Bank Longview Qnt Mid Cap CF | 12.80 | 12.19 |
| BNY Mellon EB DO Mid Cap Core | 12.80 | 12.13 |
| QMA US Mid Cap Core Equity Fund | 12.51 | 11.90 |
| BNY Mellon EB DL Mid Cap Stk Index | 11.48 | 11.43 |
| BNY Mellon EB DL Mid Cap Stk Index UC2 | 11.48 | 11.39 |
| Burgundy US Small/Mid Cap Fund | 11.22 | 11.01 |
| LMCG MidCap Core Collective Fund | 0.00 | 10.92 |
| State Street S&P MidCap Idx Fd - Cl I | 16.43 | 10.62 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| BlackRock MSCI USA Min Vol Idx F | 0.00 | 17.17 |
| BlackRock Russell 1000ˆ® Dfsv Non-Lnd F | 0.00 | 10.05 |
| Russell Large Cap Defensive Equity | 0.00 | 8.61 |
| FMT/American Funds Wash Mutual R1 | 0.00 | 5.98 |
| Comerica S&P 500 Index CIT Inst | 4.05 | 4.05 |
| BlackRock Equity Index F | 0.00 | 4.02 |
| Wells Fargo/BlackRock S&P500 Idx F | 4.01 | 4.01 |
| BlackRock Equity Index Fund 0TS | 0.00 | 4.01 |
| BlackRock Equity Index Non-Lendable F | 0.00 | 4.01 |
| Comerica S&P 500 Index CIT C | 4.05 | 4.00 |
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 | 15.15 |
| State Street NASDAQ 100 Idx Fd - Cl C | 19.97 | 15.09 |
| BlackRock Active Stock F | 0.00 | 13.12 |
| JPMCB U.S. Active Core Equity Inv | 0.00 | 12.67 |
| QMA US Core Equity Fund | 13.07 | 12.67 |
| JPMCB US Research Enh Idx (REI) 150 Inv | 0.00 | 12.57 |
| Amalgamated Bank LongView Quant. LC CF | 12.74 | 12.40 |
| JPMCB U.S. SmartIndex Fund Inv | 0.00 | 12.38 |
| Blackrock Russ 1000 Alpha Tilts CF | 12.75 | 12.36 |
| QMA US All Cap Core Equity Fund | 12.70 | 12.31 |
Source: Morningstar Separate Account/CIT Fund Database
| Long/Short Equity | 1 year gross return | 1 year net return |
|---|---|---|
| Blackrock Alpha Advantage 500 | 0.68 | 0.32 |
| QMA US MARKET PARTICIPATION STRATEGY 1 | 0.00 | -0.04 |
| QMA US MARKET PARTICIPATION STRATEGY 2 | 0.00 | -0.34 |
| Swan Defined Risk Moderate Growth 1 | 0.00 | 0.00 |
| Swan Defined Risk Moderate 1 | 0.00 | 0.00 |
| WealthMark Principal Preservation | 0.00 | 0.00 |
| Swan Defined Risk Moderate Growth 2 | 0.00 | 0.00 |
| Swan Defined Risk Moderate 2 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long/Short Equity | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock Alpha Advantage 500 | 13.38 | 12.99 |
| QMA US MARKET PARTICIPATION STRATEGY 1 | 0.00 | 0.00 |
| QMA US MARKET PARTICIPATION STRATEGY 2 | 0.00 | 0.00 |
| Swan Defined Risk Moderate Growth 1 | 0.00 | 0.00 |
| Swan Defined Risk Moderate 1 | 0.00 | 0.00 |
| WealthMark Principal Preservation | 0.00 | 0.00 |
| Swan Defined Risk Moderate Growth 2 | 0.00 | 0.00 |
| Swan Defined Risk Moderate 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) | 8.59 | 8.09 |
| JPMCB U.S. Active Core Plus Equity Inv | 0.00 | -3.18 |
| JPMCB U.S. Research Plus Fund Inv | 0.00 | -6.32 |
Source: Morningstar Separate Account/CIT Fund Database
| Leveraged Net Long | 5 year gross return | 5 year net return |
|---|---|---|
| Analytic Core Eq Plus (SP500) | 13.33 | 12.80 |
| JPMCB U.S. Active Core Plus Equity Inv | 0.00 | 12.19 |
| JPMCB U.S. Research Plus Fund Inv | 0.00 | 10.81 |
Source: Morningstar Separate Account/CIT Fund Database
| World Stock | 1 year gross return | 1 year net return |
|---|---|---|
| BlackRock MSCI ACWI Min Vol Idx F | 0.00 | 12.12 |
| SGA Global Growth CIT | 0.00 | 10.18 |
| AMP Rising Dividend | 0.00 | 8.56 |
| FIAM Concentrated Intl Small Cap CIT | 7.27 | 6.31 |
| FIAM Concentrated Intl Small Cap Rep | 6.85 | 5.89 |
| Lazard/Wilmington Global Mgd Volatil 1 | 5.68 | 5.26 |
| FIAM Select Global Rep | 3.11 | 2.39 |
| Burgundy Global Focused Opportunities | 2.69 | 1.92 |
| FIAM Select Global CIT | 2.49 | 1.78 |
| Manning & Napier Global Equity CIT CL Z | 0.35 | 0.35 |
Source: Morningstar Separate Account/CIT Fund Database
| World Stock | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Global Perspectives | 9.44 | 9.22 |
| Burgundy Global Focused Opportunities | 9.52 | 8.91 |
| Thornburg Global Equity Fund | 0.00 | 8.31 |
| JPMCB Diversified Equity Fund | 0.00 | 8.15 |
| FIAM Select Global CIT | 8.83 | 8.07 |
| Wellington CIF Global Research Equity | 8.55 | 7.78 |
| FMT/American Funds New Perspective R1 | 0.00 | 7.65 |
| KBI Water Strategy | 8.15 | 7.24 |
| VT Vantagepoint MP Glbl Eq Gr R5 | 0.00 | 6.95 |
| Johnston Global Equity Group Trust | 7.55 | 6.90 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Pictet International Equity Fund LLC | -5.79 | -6.59 |
| Delaware Intl Val Strat (CIT) | 0.00 | -7.54 |
| Herndon International Equity Inst Shares | 0.00 | -8.29 |
| WTFSC Intl Fundamental Value Port Cl 0 | -8.58 | -8.75 |
| WTFSC Intl Fundamental Value Port Cl 15 | -8.03 | -8.87 |
| WTFSC Intl Fundamental Value Port Cl R | 0.00 | -9.40 |
| Sprucegrove U.S. International Pool | -9.79 | -10.59 |
| The Boston International CF | -10.39 | -11.11 |
| Brandes International Equity Fund 7 | -10.96 | -11.48 |
| Beutel Goodman International Equity Fund | -10.94 | -11.61 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| The Boston International CF | 3.57 | 2.74 |
| WTFSC Intl Fundamental Value Port Cl 0 | 2.80 | 2.61 |
| Brandes International Equity Fund 7 | 3.14 | 2.59 |
| Pictet International Equity Fund LLC | 3.32 | 2.45 |
| WTFSC Intl Fundamental Value Port Cl 15 | 2.91 | 2.05 |
| LSV Asset Mgt Intl Lg Cap Val Eq Trust | 2.56 | 1.82 |
| Sprucegrove U.S. International Pool | 1.32 | 0.42 |
| LongView Intl. Value Eq Coll Fund | 1.97 | -0.78 |
| FMT/DFA International Value R1 | 0.00 | -1.53 |
| WTFSC International Value Port Cl 0 | -1.47 | -1.64 |
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 | 6.43 |
| MFSˆ® International Value Equity CL 4 | 0.00 | 5.78 |
| MFSˆ® International Value CIT Cl 2 | 0.00 | 5.68 |
| BlackRock MSCI Wld ex USA Min Vol Idx F | 0.00 | 5.21 |
| FIAM International Growth Rep | -1.21 | -1.90 |
| FIAM International Growth Pool | -1.21 | -1.90 |
| Harding Loevner International Equity A | 0.00 | -2.81 |
| Fisher Investments All World Equity 3 | 0.00 | -3.05 |
| FIAM Select International Rep | -2.66 | -3.34 |
| FIAM Select International Pool | -4.33 | -5.00 |
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 | 10.24 |
| FIAM Select International Rep | 4.49 | 3.76 |
| FIAM International Growth Rep | 4.39 | 3.67 |
| FIAM International Growth Pool | 4.39 | 3.67 |
| PGI Diversified International Equity Fd | 3.97 | 3.43 |
| FIAM Select International Pool | 4.00 | 3.27 |
| QMA International Core Equity Fund | 3.47 | 2.91 |
| Sanderson Asset Mgt Intl Val Eq | 3.87 | 2.83 |
| VT Vantagepoint International R5 | 0.00 | 2.67 |
| BNY Mellon International Stock Id Fd UC1 | 2.71 | 2.59 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Vontobel International Equity | 1.55 | 0.92 |
| MFSˆ® International Growth Equity CIT | 0.00 | -2.10 |
| MFSˆ® International Growth Equity CL 1 | 0.00 | -2.10 |
| Fiera International Equity 1 | 0.00 | -2.64 |
| MFSˆ® International Growth Equity CL 4 | 0.00 | -2.69 |
| MFSˆ® International Growth Eq CIT-Cl 2 | 0.00 | -2.83 |
| WTFSC International Growth Port Cl 15 | -4.40 | -5.28 |
| WTFSC International Growth Port Cl 0 | -5.25 | -5.41 |
| Invesco International Growth Cl I | 0.00 | -5.87 |
| WTFSC International Growth Port Cl 45 | -5.42 | -6.53 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Vontobel International Equity | 5.81 | 5.15 |
| Artisan International Growth Trust - T1 | 5.66 | 4.71 |
| FMT/Artisan International R1 | 0.00 | 4.08 |
| MFSˆ® International Growth Equity CL 1 | 0.00 | 3.52 |
| MFSˆ® International Growth Equity CIT | 0.00 | 3.51 |
| MFSˆ® International Growth Equity CL 4 | 0.00 | 2.86 |
| Johnston Intl Equity Group Trust | 3.53 | 2.83 |
| MFSˆ® International Growth Eq CIT-Cl 2 | 0.00 | 2.73 |
| WTFSC International Growth Port Cl 0 | 2.85 | 2.60 |
| WTFSC International Growth Port Cl 15 | 3.03 | 2.13 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Value | 1 year gross return | 1 year net return |
|---|---|---|
| Templeton International Smaller Co CF | -9.00 | -9.68 |
| FMT/DFA Intl Small Cap Value R1 | 0.00 | -9.69 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Value | 5 year gross return | 5 year net return |
|---|---|---|
| Templeton International Smaller Co CF | 4.42 | 3.75 |
| FMT/DFA Intl Small Cap Value R1 | 0.00 | 3.64 |
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 | -0.56 |
| MFSˆ® International Small Cap CIT-Class 1 | 0.00 | -1.66 |
| MFSˆ® International Small Cap CIT-Class 4 | 0.00 | -2.36 |
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 | -3.30 | -3.98 |
Source: Morningstar Separate Account/CIT Fund Database
| Europe Stock | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Europe Growth Pool | 3.68 | 2.96 |
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 | -11.85 | -11.99 |
| Edgbaston Asian Equity Trust | 0.00 | 0.00 |
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 |
| Edgbaston Asian Equity Trust | 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 | -0.30 |
| FMT/Virtus Emerging Markets Opp. R1 | 0.00 | -1.54 |
| JPMCB Emerg Markets Equity Focused Inv | 0.00 | -3.43 |
| Trilogy Emerging Markets Fund | -5.44 | -6.28 |
| FMT/DFA Emerging Markets Small-Cap R1 | 0.00 | -6.49 |
| MFSˆ® Emerging Markets Equity CL 1 | 0.00 | -7.57 |
| Russell Frontier Markets Equity Fund | 0.00 | -7.76 |
| American Century Emerging Mkts Eq N | 0.00 | -7.85 |
| Lazard/Wilmington Emrg Mkts Sudan Free A | -6.87 | -7.93 |
| Templeton Intl Emg Mkt CF | -6.70 | -8.07 |
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 | 2.20 |
| OFIGTC Emerging Markets Equity A | 0.00 | -0.47 |
| FMT/DFA Emerging Markets Small-Cap R1 | 0.00 | -1.02 |
| JPMCB Emerg Markets Equity Focused Inv | 0.00 | -1.86 |
| Russell Emerging Markets Fund | 0.00 | -1.91 |
| Lazard/Wilmington Emrg Mkts Sudan Free A | -1.48 | -2.61 |
| Lazard/Wilmington Emerging Markets D | -1.87 | -2.65 |
| City of London Global Emg Mkts Fund | -1.46 | -2.67 |
| Lazard/Wilmington Emerging Markets C | -1.86 | -2.74 |
| Parametric Emerging Markets Equity (CIT) | -2.12 | -2.75 |
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 | 13.84 | 13.84 |
| RREEF Global Real Estate Sec CF-A | 13.03 | 13.03 |
| BlackRock Developed Real Estate Idx F | 0.00 | 12.81 |
| AEW Gl Property Secs Master Tr-DC Plan B | 0.00 | 12.62 |
| AEW Gl Property Secs Master Tr-DC Plan A | 0.00 | 12.56 |
| BlackRock Developed Real Estate Idx NL F | 0.00 | 12.46 |
| Cohen & Steers Global Realty CIT | 0.00 | 10.58 |
| American Century Glbl Real Estate Sec N | 0.00 | 9.89 |
| Voya Global Real Estate | 9.65 | 8.75 |
| PGI Global Property Securities Fund | 10.32 | 6.76 |
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 | 8.92 | 8.92 |
| BlackRock Developed Real Estate Idx F | 0.00 | 8.56 |
| PGI Global Property Securities Fund | 9.77 | 8.45 |
| RREEF Global Real Estate Sec CF-A | 8.17 | 8.17 |
| Voya Global Real Estate | 6.81 | 6.61 |
| FMT/DFA Int'l Real Estate Securities R1 | 0.00 | 5.85 |
| JPMCB Int'l Real Estate Securities Inv | 0.00 | 4.10 |
| 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 |
| BlackRock Developed Real Estate Idx NL F | 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 | 13.94 |
| American Century Non-US F/I N | 0.00 | 10.49 |
| Wells Fargo International Bond F | 0.00 | 8.73 |
| Wells Fargo International Bond TR | 8.26 | 8.26 |
| Capital Group Global Aggregate FI CIT | 8.55 | 8.14 |
| Loomis Sayles Global CIT Class D | 0.00 | 7.29 |
| American Century Glbl F/I N | 0.00 | 7.07 |
| Lazard/Wilmington Global Fixed Income 2 | 6.16 | 5.49 |
| Brandywine Global Opportun Fxd BGIMT | 5.51 | 4.95 |
| Brandywine Intl Opportunistic Fxd BIT | 4.45 | 3.87 |
Source: Morningstar Separate Account/CIT Fund Database
| World Bond | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB International Rates Fund Inv | 0.00 | 7.12 |
| Brandywine Global Opportun Fxd BGIMT | 4.55 | 3.99 |
| Brandywine Global Fixed Income BIT | 3.77 | 3.20 |
| Brandywine Global Fixed Income GT | 3.76 | 3.19 |
| Brandywine Global Fixed Income BGIMT | 3.56 | 3.09 |
| Brandywine Intl Opportunistic Fxd BIT | 3.60 | 3.04 |
| BW Global Investment Grade Fixed Inc R1 | 0.00 | 2.69 |
| FMT/DFA Five-Year Global F/I R1 | 0.00 | 2.40 |
| Brandywine International Fixed Inc BIT | 2.67 | 2.10 |
| Capital Group Global Aggregate FI CIT | 1.72 | 1.34 |
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 | 8.15 | 7.53 |
| Navigator Fixd Inc Total Ret Fd Fee Cl 8 | 0.00 | 7.44 |
| Navigator Fixd Inc Total Ret Fd Fee Cl 1 | 0.00 | 7.25 |
| FIAM High Yield Core Institutional CF | 0.07 | 4.26 |
| Prudential High Yield Fund 1 | 0.00 | 3.38 |
| Columbia Trust U.S. High Yield Bond Fund | 3.82 | 3.35 |
| JPMCB Corporate High Yield Inv | 0.00 | 3.03 |
| Prudential High Yield Fund 3 | 0.00 | 3.02 |
| Prudential High Yield Fund 4 | 0.00 | 3.00 |
| Prudential High Yield Fund 6 | 0.00 | 2.95 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Columbia Trust U.S. High Yield Bond Fund | 7.39 | 6.90 |
| JPMCB Corporate High Yield Inv | 0.00 | 6.58 |
| Prudential High Yield Fund 1 | 0.00 | 6.51 |
| Eaton Vance EB High Yield I | 6.89 | 6.35 |
| Transamerica High Yield Bond - CTF | 0.00 | 6.21 |
| Prudential High Yield Fund 3 | 0.00 | 6.14 |
| Prudential High Yield Fund 6 | 0.00 | 6.06 |
| Prudential High Yield Fund 4 | 0.00 | 6.04 |
| Prudential High Yield Fund 5 | 0.00 | 5.98 |
| FIAM High Yield Core Institutional CF | 5.43 | 5.88 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| RiverSource Trust Government Income | 0.00 | 5.20 |
| FMT US Government Securities R1 | 0.00 | 4.67 |
| Diversified Ret Interm Govt/Credit Tr | 0.00 | 4.09 |
| FMT/Vanguard GNMA R1 | 0.00 | 3.87 |
| FIAM Mortgage-Backed Securities CIT | 3.33 | 3.07 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 5 year gross return | 5 year net return |
|---|---|---|
| RiverSource Trust Government Income | 0.00 | 3.16 |
| FIAM Mortgage-Backed Securities CIT | 3.30 | 3.05 |
| FMT/Vanguard GNMA R1 | 0.00 | 2.67 |
| FMT US Government Securities R1 | 0.00 | 2.31 |
| Diversified Ret Interm Govt/Credit Tr | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| JPMCB Public Bond Fund Inv | 0.00 | 9.80 |
| Western Asset Core Plus Bond R-Inst | 0.00 | 7.64 |
| WTFSC Strategic Bond Portfolio Cl 0 | 7.65 | 7.51 |
| Western Asset Core Plus Bond R1 | 0.00 | 7.24 |
| Prudential Core Plus Bond Inst 1 | 0.00 | 7.21 |
| WTFSC Strategic Bond Portfolio Cl R | 7.64 | 7.09 |
| Prudential Core Plus Bond Fund 2 | 0.00 | 7.03 |
| Prudential Core Plus Bond Fund 5 | 0.00 | 7.02 |
| Prudential Core Plus Bond Fund 6 | 0.00 | 6.95 |
| Prudential Core Plus Bond 8 | 0.00 | 6.94 |
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 | 6.86 |
| JPMCB Public Bond Fund Inv | 0.00 | 5.87 |
| Prudential Core Plus Bond Inst 1 | 0.00 | 5.65 |
| Loomis Sayles Core Plus Fixed Income B | 0.00 | 5.52 |
| Prudential Core Plus Bond Fund 2 | 0.00 | 5.50 |
| Prudential Core Plus Bond Fund 3 | 0.00 | 5.34 |
| Prudential Core Plus Bond Fund 4 | 0.00 | 5.23 |
| WTFSC Strategic Bond Portfolio Cl 0 | 5.25 | 5.14 |
| Western Asset Core Plus Bond R1 | 0.00 | 5.13 |
| Invesco Core Plus Fixed Income Trust | 0.00 | 5.10 |
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 | 4.11 |
| Columbia Trust Short Dur U.S. Gvmt Fd II | 3.01 | 2.60 |
| Columbia Trust Short Dur U.S. Gvmt Fd | 2.18 | 2.18 |
| BlackRock 1-3 Year Govt Bond Index F | 0.00 | 1.41 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 1.43 | 1.40 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 1.42 | 1.32 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 1.42 | 1.29 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 1.41 | 1.05 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 1.42 | 0.91 |
| BlackRock 1-3 Year Gov Bd Idx Fd 66 | 1.41 | 0.70 |
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 | 2.46 |
| Columbia Trust Short Dur U.S. Gvmt Fd II | 2.30 | 1.90 |
| Columbia Trust Short Dur U.S. Gvmt Fd | 1.49 | 1.49 |
| Smith Breeden High Credit Qual Short Dur | 1.36 | 0.97 |
| BlackRock 1-3 Year Govt Bond Index F | 0.00 | 0.94 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 0.96 | 0.92 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 0.85 | 0.74 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 0.85 | 0.72 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 0.84 | 0.49 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 0.86 | 0.35 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Amalgamated Ultra Construction Loan | 9.08 | 8.00 |
| Fisher Investments U.S. Fixed Income 3 | 0.00 | 4.90 |
| Washington Capital Mgt Mortgage Inc CF | 4.26 | 3.58 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 2.75 |
| Merganser Short Term Bond Instl Trust | 0.00 | 2.56 |
| WTFSC Short Duration Portfolio Cl 0 | 2.60 | 2.50 |
| EB Active 1-5 Government/Credit Fund | 0.00 | 2.38 |
| Associated Short Term Bond Fund | 2.35 | 2.35 |
| Associated PT Short Term Bond Fund | 2.23 | 2.23 |
| BlackRock Target Maturity 2018 F | 0.00 | 2.12 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Amalgamated Ultra Construction Loan | 9.13 | 8.06 |
| Washington Capital Mgt Mortgage Inc CF | 5.62 | 4.94 |
| WTFSC Short Duration Portfolio Cl 0 | 1.97 | 1.87 |
| Transamerica High Quality Bond - CTF | 0.00 | 1.78 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 1.74 |
| Christian Bros CUIT Short Bond Fund | 2.07 | 1.72 |
| Voya Short Duration High Quality Trust | 1.48 | 1.65 |
| FIAM Short Duration Pool | 1.64 | 1.44 |
| VT Vantagepoint Low Dur Bond R5 | 0.00 | 1.44 |
| Associated Short Term Bond Fund | 1.29 | 1.29 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Leveraged Loan Pool | 1.96 | 1.46 |
| Wells Fargo/Galliard Ultra-Short Bd G | 0.00 | 1.10 |
| FMT/DFA One-Year F/I R1 | 0.00 | 0.41 |
| Amer Cent Cash and Cash Equivalent N | 0.00 | 0.30 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.12 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Leveraged Loan Pool | 5.20 | 4.68 |
| FMT/DFA One-Year F/I R1 | 0.00 | 0.18 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.34 |
| Wells Fargo/Galliard Ultra-Short Bd G | 0.00 | 0.00 |
| Amer Cent Cash and Cash Equivalent N | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 1 year gross return | 1 year net return |
|---|---|---|
| Wells Fargo Liability Driven Sol III F | 0.00 | 24.39 |
| BlackRock 20+ Treasury Bond F | 0.00 | 20.41 |
| Blackrock 20+ Treas Bond Idx CF | 20.42 | 20.38 |
| Russell 15-Year STRIPS Fixed Income | 0.00 | 19.58 |
| Blackrock Long Govt Bond Idx Fund CF | 19.18 | 19.14 |
| State Street Long US Gov Idx Cl A | -6.43 | 19.05 |
| SSgA US Long Gov Bond Index NL Ser A | 0.00 | 19.03 |
| BlackRock Long Term Govt Bond Index NL F | 0.00 | 19.02 |
| BNY Mellon EB LT Govt Bond Index | 18.99 | 18.92 |
| Prudential Long Term Gov/Cred Bond Fd 1 | 0.00 | 16.48 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| BlackRock 20+ Treasury Bond F | 0.00 | 11.27 |
| State Street Long US Gov Idx Cl A | 0.00 | 10.18 |
| SSgA US Long Gov Bond Index NL Ser A | 0.00 | 10.15 |
| BNY Mellon EB LT Govt Bond Index | 10.18 | 10.12 |
| Prudential Long Term Gov/Cred Bond Fd 1 | 0.00 | 9.76 |
| Prudential Long Term Gov/Cred Bond Fd 2 | 0.00 | 9.47 |
| Prudential Long Term Gov/Cred Bond Fd 3 | 0.00 | 9.36 |
| Blackrock Long Govt Bond Idx Fund CF | 9.17 | 9.12 |
| Wells Fargo Liability Driven Sol III F | 0.00 | 0.00 |
| Blackrock 20+ Treas Bond Idx CF | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Prudential US Long Dur Hi Qual Corp Bd 1 | 0.00 | 16.77 |
| Russell 16-Year LDI Fixed Income | 0.00 | 16.46 |
| Diversified Long Bond Fund U | 0.00 | 16.20 |
| JPMCB High Quality Long Credit Inv | 0.00 | 15.77 |
| Wells Fargo Liability Driven Sol II F | 15.60 | 15.60 |
| JPMCB Extended Duration Fund Inv | 0.00 | 15.57 |
| Russell 14-Year LDI Fixed Income | 0.00 | 15.50 |
| JPMCB Long Duration Inv Grade Inv | 0.00 | 15.50 |
| Prudential US Long Dur Corp Bond 1 | 0.00 | 15.25 |
| FIAM Long Duration CIT | 15.32 | 15.04 |
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 | 9.60 |
| Prudential US Long Dur Corp Bond 1 | 0.00 | 9.50 |
| Wells Fargo Liability Driven Sol II F | 9.47 | 9.47 |
| Prudential US Long Dur Hi Qual Corp Bd 1 | 0.00 | 9.46 |
| JPMCB Extended Duration Fund Inv | 0.00 | 9.33 |
| Diversified Long Bond Fund U | 0.00 | 9.32 |
| JPMCB Long Duration Inv Grade Inv | 0.00 | 9.31 |
| FIAM Long Duration CIT | 9.54 | 9.26 |
| JPMCB High Quality Long Credit Inv | 0.00 | 9.19 |
| Prudential US Long Dur Corp Bond 3 | 0.00 | 9.19 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Investment Grade Credit Rep | 8.23 | 7.96 |
| Lafayette Advs U.S. Bond B | 0.00 | 6.04 |
| FIAM Broad Market Duration Pool | 6.27 | 6.00 |
| Blackrock CoreActive Bond Fund | 6.15 | 5.98 |
| Lafayette Advs U.S. Bond A | 0.00 | 5.88 |
| BlackRock CorePlus Bond Fund | 5.79 | 5.79 |
| Lafayette Advs U.S. Bond C | 0.00 | 5.58 |
| SEI Core Plus Fixed Income Fund CT-2 | 0.00 | 4.70 |
| Manulife Asset Mgmt Strat Fixed Inc Fd A | 0.00 | 4.42 |
| Western Asset Global Strategic Income R3 | 0.00 | 3.01 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Investment Grade Credit Rep | 5.73 | 5.46 |
| BlackRock CorePlus Bond Fund | 4.64 | 4.64 |
| Blackrock CoreActive Bond Fund | 4.36 | 4.22 |
| FIAM Broad Market Duration Pool | 4.47 | 4.21 |
| 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 |
| SEI Core Plus Fixed Income Fund CT-2 | 0.00 | 0.00 |
| Manulife Asset Mgmt Strat Fixed Inc Fd A | 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 |
|---|---|---|
| Navigator Fixd Inc Total Ret Fd Fee Cl 5 | 8.15 | 7.53 |
| Navigator Fixd Inc Total Ret Fd Fee Cl 8 | 0.00 | 7.44 |
| Navigator Fixd Inc Total Ret Fd Fee Cl 1 | 0.00 | 7.25 |
| FIAM High Yield Core Institutional CF | 0.07 | 4.26 |
| Prudential High Yield Fund 1 | 0.00 | 3.38 |
| Columbia Trust U.S. High Yield Bond Fund | 3.82 | 3.35 |
| JPMCB Corporate High Yield Inv | 0.00 | 3.03 |
| Prudential High Yield Fund 3 | 0.00 | 3.02 |
| Prudential High Yield Fund 4 | 0.00 | 3.00 |
| Prudential High Yield Fund 6 | 0.00 | 2.95 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Columbia Trust U.S. High Yield Bond Fund | 7.39 | 6.90 |
| JPMCB Corporate High Yield Inv | 0.00 | 6.58 |
| Prudential High Yield Fund 1 | 0.00 | 6.51 |
| Eaton Vance EB High Yield I | 6.89 | 6.35 |
| Transamerica High Yield Bond - CTF | 0.00 | 6.21 |
| Prudential High Yield Fund 3 | 0.00 | 6.14 |
| Prudential High Yield Fund 6 | 0.00 | 6.06 |
| Prudential High Yield Fund 4 | 0.00 | 6.04 |
| Prudential High Yield Fund 5 | 0.00 | 5.98 |
| FIAM High Yield Core Institutional CF | 5.43 | 5.88 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| RiverSource Trust Government Income | 0.00 | 5.20 |
| FMT US Government Securities R1 | 0.00 | 4.67 |
| Diversified Ret Interm Govt/Credit Tr | 0.00 | 4.09 |
| FMT/Vanguard GNMA R1 | 0.00 | 3.87 |
| FIAM Mortgage-Backed Securities CIT | 3.33 | 3.07 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 5 year gross return | 5 year net return |
|---|---|---|
| RiverSource Trust Government Income | 0.00 | 3.16 |
| FIAM Mortgage-Backed Securities CIT | 3.30 | 3.05 |
| FMT/Vanguard GNMA R1 | 0.00 | 2.67 |
| FMT US Government Securities R1 | 0.00 | 2.31 |
| Diversified Ret Interm Govt/Credit Tr | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| JPMCB Public Bond Fund Inv | 0.00 | 9.80 |
| Western Asset Core Plus Bond R-Inst | 0.00 | 7.64 |
| WTFSC Strategic Bond Portfolio Cl 0 | 7.65 | 7.51 |
| Western Asset Core Plus Bond R1 | 0.00 | 7.24 |
| Prudential Core Plus Bond Inst 1 | 0.00 | 7.21 |
| WTFSC Strategic Bond Portfolio Cl R | 7.64 | 7.09 |
| Prudential Core Plus Bond Fund 2 | 0.00 | 7.03 |
| Prudential Core Plus Bond Fund 5 | 0.00 | 7.02 |
| Prudential Core Plus Bond Fund 6 | 0.00 | 6.95 |
| Prudential Core Plus Bond 8 | 0.00 | 6.94 |
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 | 6.86 |
| JPMCB Public Bond Fund Inv | 0.00 | 5.87 |
| Prudential Core Plus Bond Inst 1 | 0.00 | 5.65 |
| Loomis Sayles Core Plus Fixed Income B | 0.00 | 5.52 |
| Prudential Core Plus Bond Fund 2 | 0.00 | 5.50 |
| Prudential Core Plus Bond Fund 3 | 0.00 | 5.34 |
| Prudential Core Plus Bond Fund 4 | 0.00 | 5.23 |
| WTFSC Strategic Bond Portfolio Cl 0 | 5.25 | 5.14 |
| Western Asset Core Plus Bond R1 | 0.00 | 5.13 |
| Invesco Core Plus Fixed Income Trust | 0.00 | 5.10 |
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 | 4.11 |
| Columbia Trust Short Dur U.S. Gvmt Fd II | 3.01 | 2.60 |
| Columbia Trust Short Dur U.S. Gvmt Fd | 2.18 | 2.18 |
| BlackRock 1-3 Year Govt Bond Index F | 0.00 | 1.41 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 1.43 | 1.40 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 1.42 | 1.32 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 1.42 | 1.29 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 1.41 | 1.05 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 1.42 | 0.91 |
| BlackRock 1-3 Year Gov Bd Idx Fd 66 | 1.41 | 0.70 |
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 | 2.46 |
| Columbia Trust Short Dur U.S. Gvmt Fd II | 2.30 | 1.90 |
| Columbia Trust Short Dur U.S. Gvmt Fd | 1.49 | 1.49 |
| Smith Breeden High Credit Qual Short Dur | 1.36 | 0.97 |
| BlackRock 1-3 Year Govt Bond Index F | 0.00 | 0.94 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 0.96 | 0.92 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 0.85 | 0.74 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 0.85 | 0.72 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 0.84 | 0.49 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 0.86 | 0.35 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Amalgamated Ultra Construction Loan | 9.08 | 8.00 |
| Fisher Investments U.S. Fixed Income 3 | 0.00 | 4.90 |
| Washington Capital Mgt Mortgage Inc CF | 4.26 | 3.58 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 2.75 |
| Merganser Short Term Bond Instl Trust | 0.00 | 2.56 |
| WTFSC Short Duration Portfolio Cl 0 | 2.60 | 2.50 |
| EB Active 1-5 Government/Credit Fund | 0.00 | 2.38 |
| Associated Short Term Bond Fund | 2.35 | 2.35 |
| Associated PT Short Term Bond Fund | 2.23 | 2.23 |
| BlackRock Target Maturity 2018 F | 0.00 | 2.12 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Amalgamated Ultra Construction Loan | 9.13 | 8.06 |
| Washington Capital Mgt Mortgage Inc CF | 5.62 | 4.94 |
| WTFSC Short Duration Portfolio Cl 0 | 1.97 | 1.87 |
| Transamerica High Quality Bond - CTF | 0.00 | 1.78 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 1.74 |
| Christian Bros CUIT Short Bond Fund | 2.07 | 1.72 |
| Voya Short Duration High Quality Trust | 1.48 | 1.65 |
| FIAM Short Duration Pool | 1.64 | 1.44 |
| VT Vantagepoint Low Dur Bond R5 | 0.00 | 1.44 |
| Associated Short Term Bond Fund | 1.29 | 1.29 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Leveraged Loan Pool | 1.96 | 1.46 |
| Wells Fargo/Galliard Ultra-Short Bd G | 0.00 | 1.10 |
| FMT/DFA One-Year F/I R1 | 0.00 | 0.41 |
| Amer Cent Cash and Cash Equivalent N | 0.00 | 0.30 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.12 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Leveraged Loan Pool | 5.20 | 4.68 |
| FMT/DFA One-Year F/I R1 | 0.00 | 0.18 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.34 |
| Wells Fargo/Galliard Ultra-Short Bd G | 0.00 | 0.00 |
| Amer Cent Cash and Cash Equivalent N | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 1 year gross return | 1 year net return |
|---|---|---|
| Wells Fargo Liability Driven Sol III F | 0.00 | 24.39 |
| BlackRock 20+ Treasury Bond F | 0.00 | 20.41 |
| Blackrock 20+ Treas Bond Idx CF | 20.42 | 20.38 |
| Russell 15-Year STRIPS Fixed Income | 0.00 | 19.58 |
| Blackrock Long Govt Bond Idx Fund CF | 19.18 | 19.14 |
| State Street Long US Gov Idx Cl A | -6.43 | 19.05 |
| SSgA US Long Gov Bond Index NL Ser A | 0.00 | 19.03 |
| BlackRock Long Term Govt Bond Index NL F | 0.00 | 19.02 |
| BNY Mellon EB LT Govt Bond Index | 18.99 | 18.92 |
| Prudential Long Term Gov/Cred Bond Fd 1 | 0.00 | 16.48 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| BlackRock 20+ Treasury Bond F | 0.00 | 11.27 |
| State Street Long US Gov Idx Cl A | 0.00 | 10.18 |
| SSgA US Long Gov Bond Index NL Ser A | 0.00 | 10.15 |
| BNY Mellon EB LT Govt Bond Index | 10.18 | 10.12 |
| Prudential Long Term Gov/Cred Bond Fd 1 | 0.00 | 9.76 |
| Prudential Long Term Gov/Cred Bond Fd 2 | 0.00 | 9.47 |
| Prudential Long Term Gov/Cred Bond Fd 3 | 0.00 | 9.36 |
| Blackrock Long Govt Bond Idx Fund CF | 9.17 | 9.12 |
| Wells Fargo Liability Driven Sol III F | 0.00 | 0.00 |
| Blackrock 20+ Treas Bond Idx CF | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Prudential US Long Dur Hi Qual Corp Bd 1 | 0.00 | 16.77 |
| Russell 16-Year LDI Fixed Income | 0.00 | 16.46 |
| Diversified Long Bond Fund U | 0.00 | 16.20 |
| JPMCB High Quality Long Credit Inv | 0.00 | 15.77 |
| Wells Fargo Liability Driven Sol II F | 15.60 | 15.60 |
| JPMCB Extended Duration Fund Inv | 0.00 | 15.57 |
| Russell 14-Year LDI Fixed Income | 0.00 | 15.50 |
| JPMCB Long Duration Inv Grade Inv | 0.00 | 15.50 |
| Prudential US Long Dur Corp Bond 1 | 0.00 | 15.25 |
| FIAM Long Duration CIT | 15.32 | 15.04 |
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 | 9.60 |
| Prudential US Long Dur Corp Bond 1 | 0.00 | 9.50 |
| Wells Fargo Liability Driven Sol II F | 9.47 | 9.47 |
| Prudential US Long Dur Hi Qual Corp Bd 1 | 0.00 | 9.46 |
| JPMCB Extended Duration Fund Inv | 0.00 | 9.33 |
| Diversified Long Bond Fund U | 0.00 | 9.32 |
| JPMCB Long Duration Inv Grade Inv | 0.00 | 9.31 |
| FIAM Long Duration CIT | 9.54 | 9.26 |
| JPMCB High Quality Long Credit Inv | 0.00 | 9.19 |
| Prudential US Long Dur Corp Bond 3 | 0.00 | 9.19 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Investment Grade Credit Rep | 8.23 | 7.96 |
| Lafayette Advs U.S. Bond B | 0.00 | 6.04 |
| FIAM Broad Market Duration Pool | 6.27 | 6.00 |
| Blackrock CoreActive Bond Fund | 6.15 | 5.98 |
| Lafayette Advs U.S. Bond A | 0.00 | 5.88 |
| BlackRock CorePlus Bond Fund | 5.79 | 5.79 |
| Lafayette Advs U.S. Bond C | 0.00 | 5.58 |
| SEI Core Plus Fixed Income Fund CT-2 | 0.00 | 4.70 |
| Manulife Asset Mgmt Strat Fixed Inc Fd A | 0.00 | 4.42 |
| Western Asset Global Strategic Income R3 | 0.00 | 3.01 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Investment Grade Credit Rep | 5.73 | 5.46 |
| BlackRock CorePlus Bond Fund | 4.64 | 4.64 |
| Blackrock CoreActive Bond Fund | 4.36 | 4.22 |
| FIAM Broad Market Duration Pool | 4.47 | 4.21 |
| 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 |
| SEI Core Plus Fixed Income Fund CT-2 | 0.00 | 0.00 |
| Manulife Asset Mgmt Strat Fixed Inc Fd A | 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 |
|---|---|---|
| American Century US Infl-Adj Bd N | 0.00 | 4.70 |
| BlackRock U.S. Trs Infl-Prot Secs F | 0.00 | 4.44 |
| Prudential Inflation Protected Sec 1 | 0.00 | 4.41 |
| U.S. Treasury Inflation Prot Sec Fund F | 4.43 | 4.40 |
| BlackRock U.S. Trs Infl-Prot Secs NL F | 0.00 | 4.35 |
| SSgA U.S. Inflation Protect Bond Idx A | 1.57 | 4.34 |
| BNY Mellon TIPS Index Fund UC1 | 4.39 | 4.34 |
| SSgA US Inflation Protected Bd Idx NL C | 0.00 | 4.27 |
| FMT/Vanguard Inflation Protected Bond R1 | 0.00 | 4.21 |
| Prudential Inflation Protected Sec 2 | 0.00 | 4.20 |
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 | 2.71 |
| Prudential Inflation Protected Sec 1 | 0.00 | 2.63 |
| BlackRock U.S. Trs Infl-Prot Secs NL F | 0.00 | 2.61 |
| SSgA U.S. Inflation Protect Bond Idx A | 4.43 | 2.60 |
| SSgA US Inflation Protected Bd Idx NL C | 0.00 | 2.54 |
| BNY Mellon TIPS Index Fund UC1 | 2.58 | 2.52 |
| Prudential Inflation Protected Sec 2 | 0.00 | 2.42 |
| Prudential Inflation Protected Sec 4 | 0.00 | 2.32 |
| FMT/Vanguard Inflation Protected Bond R1 | 0.00 | 2.20 |
| VT Vantagepoint Infl Focused R5 | 0.00 | 1.94 |
Source: Morningstar Separate Account/CIT Fund Database
| Stable Value | 1 year gross return | 1 year net return |
|---|---|---|
| WTRISC CIT III for Metlife GAC 25554 I | 2.57 | 2.35 |
| Reliance MetLife Series 25157 Cl 0 | 2.94 | 2.34 |
| Reliance MetLife Series 25053 Cl 0 | 2.95 | 2.32 |
| WTRISC CIT III for Metlife GAC 25554 F0 | 2.58 | 2.28 |
| Columbia Trust Stable Income Bond 2 | 0.00 | 2.28 |
| WTRISC CIT III for Metlife GAC 25554 J | 2.58 | 2.26 |
| WTRISC CIT III for Metlife GAC 25554 15 | 2.59 | 2.24 |
| Reliance MetLife Series 25053 Cl 10 | 0.00 | 2.21 |
| Reliance MetLife Series 25053 Cl 15 | 0.00 | 2.17 |
| WTRISC CIT III for Metlife GAC 25554 25 | 2.58 | 2.13 |
Source: Morningstar Separate Account/CIT Fund Database
| Stable Value | 5 year gross return | 5 year net return |
|---|---|---|
| Reliance MetLife Series 25157 Cl 0 | 3.45 | 2.84 |
| Reliance MetLife Series 25053 Cl 0 | 3.37 | 2.73 |
| Reliance MetLife Series 25053 Cl 10 | 0.00 | 2.62 |
| Reliance MetLife Series 25053 Cl 15 | 0.00 | 2.58 |
| Reliance MetLife Series 25157 Cl 35 | 3.46 | 2.49 |
| Reliance MetLife Series 25053 Cl 25 | 0.00 | 2.47 |
| WTRISC CIT III for Metlife GAC 25554 I | 2.57 | 2.44 |
| Reliance MetLife Series 25053 Cl 20 | 0.00 | 2.40 |
| Reliance MetLife Series 25053 Cl 35 | 0.00 | 2.37 |
| WTRISC CIT III for Metlife GAC 25554 J | 2.66 | 2.34 |
Source: Morningstar Separate Account/CIT Fund Database
| Convertibles | 1 year gross return | 1 year net return |
|---|---|---|
| Shenkman Capital Mgt Gamma Convert Fund | -1.66 | -2.43 |
Source: Morningstar Separate Account/CIT Fund Database
| Convertibles | 5 year gross return | 5 year net return |
|---|---|---|
| Shenkman Capital Mgt Gamma Convert Fund | 4.78 | 3.94 |
Source: Morningstar Separate Account/CIT Fund Database
| Emerging Markets Bond | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Emerging Market Debt Pool | 15.10 | 14.36 |
| Prudential Emerg Markets Debt Fund 1 | 0.00 | 10.96 |
| Prudential Emerg Markets Debt Fund 4 | 0.00 | 10.13 |
| TCW Emerging Mkts Fxd Inc Collective Tr | 0.00 | 9.86 |
| TCW Emerging Markets Fixed Income Cl D | 0.00 | 9.41 |
| JPMCB Emerg Markets - Fixed Income Inv | 0.00 | 9.33 |
| MFSˆ® Emerging Markets Debt CIT | 0.00 | 7.00 |
| MFSˆ® Emerging Markets Debt CL 2 | 0.00 | 6.34 |
| Capital Group EM Debt (Broad) DB Fund | 4.67 | 4.05 |
| Capital Group EM Debt (Broad) DC Unit T | 4.62 | 3.99 |
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 | 8.16 |
| Prudential Emerg Markets Debt Fund 4 | 0.00 | 7.36 |
| FIAM Emerging Market Debt Pool | 7.71 | 7.01 |
| MFSˆ® Emerging Markets Debt CIT | 0.00 | 6.02 |
| JPMCB Emerg Markets - Fixed Income Inv | 0.00 | 6.00 |
| TCW Emerging Mkts Fxd Inc Collective Tr | 0.00 | 4.03 |
| Capital Group EM Debt (Broad) DB Fund | 1.98 | 1.37 |
| 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 |
|---|---|---|
| JPMCB LDI Diversified Inv | 0.00 | 6.79 |
| FMT/American Funds Capital Income Bu. R1 | 0.00 | 3.73 |
| Capital Group Absolute Income Grower DB | 2.32 | 1.61 |
| Russell Real Asset Fund | 0.00 | 1.40 |
| WTFSC Multi-Asset Portfolio Cl 0 | -0.93 | -0.99 |
| JPMCB Diversified Global Inv | 0.00 | -1.88 |
| Lazard/Wilmington CapAlloc Mgd Gl Dsfd 6 | 0.00 | -1.88 |
| Lazard/Wilmington CapAlloc Mgd Gl Dsfd 1 | -1.15 | -1.89 |
| Income & Growth ETF Fund 35 | -1.84 | -1.99 |
| Almanack Tactical Total Return | 0.00 | -2.09 |
Source: Morningstar Separate Account/CIT Fund Database
| World Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB Diversified Global Inv | 0.00 | 7.68 |
| FMT/American Funds Capital Income Bu. R1 | 0.00 | 6.69 |
| Capital Group Absolute Income Grower DB | 7.36 | 6.61 |
| WTFSC Multi-Asset Portfolio Cl 0 | 5.45 | 5.39 |
| Growth ETF Fund 35 | 5.69 | 5.34 |
| Growth ETF Fund 60 | 5.72 | 5.11 |
| Growth ETF Fund 75 | 5.76 | 4.99 |
| Income & Growth ETF Fund 35 | 4.80 | 4.45 |
| Income & Growth ETF Fund 60 | 4.79 | 4.19 |
| Income & Growth ETF Fund 75 | 4.87 | 4.11 |
Source: Morningstar Separate Account/CIT Fund Database
| Conservative Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/Vanguard Wellesley Income R1 | 0.00 | 9.13 |
| Invesco Balanced Risk Allocation Trust I | 0.00 | 5.56 |
| BlackRock Strategic Completion NL F | 0.00 | 3.56 |
| BlackRock Strategic Completion NL M | 0.00 | 3.39 |
| Fiduciary Investment Trust Mod-Cnsrv E | 0.00 | 3.37 |
| Vanguard 40/60 - Moderate Mgd Tr R-INST | 0.00 | 3.13 |
| Vanguard 40/60 - Moderate Mgd Tr R | 0.00 | 3.13 |
| Income MAP Freedom 401k Class | 3.18 | 3.05 |
| CUNA Mutual Lifestyle Conservative Fund | 0.00 | 3.03 |
| TDA Managed Retirement Consv Cl I | 0.00 | 2.89 |
Source: Morningstar Separate Account/CIT Fund Database
| Conservative Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/Vanguard Wellesley Income R1 | 0.00 | 7.74 |
| Associated ASAP2 Balanced Strategy | 5.51 | 5.51 |
| Associated ASAP Balanced Strategy | 5.47 | 5.47 |
| Transamerica Short/Intermediate Horizon | 0.00 | 5.41 |
| MAP Balanced Fund | 0.00 | 4.73 |
| CUNA Mutual Lifestyle Conservative Fund | 0.00 | 4.71 |
| Benefit FCI Life Strategy Cons Gr Cl A | 4.70 | 4.70 |
| Associated Conserv Balanced LifeStage | 4.67 | 4.67 |
| TDA Managed Retirement Consv Cl I | 0.00 | 4.59 |
| Associated ASAP Conservative Bal Strat | 4.58 | 4.58 |
Source: Morningstar Separate Account/CIT Fund Database
| Moderate Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| Alerus Moderate Income Direct | 3.83 | 3.83 |
| Columbia Trust Balanced Fund | 3.83 | 3.82 |
| Alerus Moderate Income Institutional | 4.04 | 3.82 |
| FMT/Vanguard Balanced Index R1 | 0.00 | 3.60 |
| Columbia Trust Balanced I | 3.82 | 3.39 |
| Columbia Trust Balanced Fund II | 3.80 | 3.27 |
| State Street Mod Strat Bal SLing | 0.00 | 2.87 |
| Alerus Conservative Growth Direct | 2.52 | 2.52 |
| Alerus Conservative Growth Advisor | 2.81 | 2.35 |
| Wealth Preservation Strategy - Cnsrv I | 0.00 | 2.30 |
Source: Morningstar Separate Account/CIT Fund Database
| Moderate Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Columbia Trust Balanced Fund II | 10.52 | 9.96 |
| FMT/Dodge & Cox Balanced R1 | 0.00 | 8.50 |
| WTFSC Balanced Portfolio Cl 0 | 8.51 | 8.38 |
| FMT/Vanguard Balanced Index R1 | 0.00 | 8.24 |
| JPMCB Diversified Plus Inv | 0.00 | 8.04 |
| JPMCB Diversified Fund Inv | 0.00 | 8.03 |
| Christian Bros CUIT Balanced Fund | 8.84 | 7.89 |
| Enterprise Hldgs Ret Sav Pl Pft Shr Pl | 0.00 | 7.54 |
| Great-West SecureFoundation Bal Trust | 0.00 | 7.00 |
| Benefit FCI Life Strategy Growth Fd Cl A | 6.62 | 6.62 |
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 | 5.52 |
| First Trust-Target Date Fund 2010, R2 | 0.00 | 5.07 |
| First Trust-Target Date Fund 2010, R3 | 0.00 | 4.87 |
| Wells Fargo Target 2010 CIT E3 | 0.00 | 4.43 |
| Wells Fargo Target 2010 CIT F | 0.00 | 4.35 |
| Wells Fargo Target 2010 CIT E1 | 0.00 | 4.27 |
| Callan Glidepathˆ® 2005 Fund MO | 3.30 | 3.08 |
| Callan Glidepathˆ® 2005 Fund R6 | 3.30 | 3.02 |
| The Vanguard Target Retire 2010 Select | 0.00 | 3.01 |
| Vanguard Target Retire Trust Plus 2010 | 0.00 | 3.01 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2000-2010 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepathˆ® 2010 Fund MO | 7.31 | 7.03 |
| Callan Glidepathˆ® 2010 Fund R6 | 7.33 | 7.00 |
| Callan Glidepathˆ® 2005 Fund MO | 6.72 | 6.33 |
| Callan Glidepathˆ® 2005 Fund R6 | 6.74 | 6.30 |
| Principal Trust Target 2010 Z | 0.00 | 5.68 |
| Principal Trust Target 2010 I | 0.00 | 5.63 |
| The Vanguard Target Retire 2010 Trust I | 0.00 | 5.62 |
| The Vanguard Target Retire 2010 Trust II | 0.00 | 5.59 |
| Principal Trust Target 2010 I10 | 0.00 | 5.54 |
| Principal Trust Target 2010 I25 | 0.00 | 5.38 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2011-2015 | 1 year gross return | 1 year net return |
|---|---|---|
| State Street Dow Jones Trgt 2015 Fd Cl C | 4.66 | 4.87 |
| Comerica Destination Fund 2015 Instl Cl | 4.54 | 4.54 |
| State Street Dow Jones Trgt 2015 Stra A | 4.63 | 4.51 |
| Comerica Destination Fund 2015 - Class A | 4.54 | 3.83 |
| Principal Trust To Retirement 2015 I10 | 0.00 | 3.49 |
| Great-West Lifetime 2015 Trust I | 0.00 | 3.47 |
| Wells Fargo Target 2015 CIT F | 0.00 | 3.44 |
| Wells Fargo Target 2015 CIT E3 | 0.00 | 3.36 |
| Manning & Napier GOAL 2015 CIT Class U | 3.38 | 3.03 |
| Great-West Lifetime 2015 Trust III | 0.00 | 2.97 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2011-2015 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepathˆ® 2015 Fund MO | 7.63 | 7.38 |
| Callan Glidepathˆ® 2015 Fund R6 | 7.65 | 7.34 |
| State Street Trgt Retire 2015 Fd Cl I | 0.00 | 6.51 |
| State Street Trgt Retire 2015 NL Ser A | 0.00 | 6.50 |
| State Street Trgt Retire 2015 SL Cl II | 0.00 | 6.37 |
| State Street Trgt Retire 2015 NL Ser C | 0.00 | 6.35 |
| The Vanguard Target Retire 2015 Trust I | 0.00 | 6.27 |
| The Vanguard Target Retire 2015 Trust II | 0.00 | 6.23 |
| Principal Trust Target 2015 Z | 0.00 | 6.23 |
| Principal Trust Target 2015 I | 0.00 | 6.15 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2016-2020 | 1 year gross return | 1 year net return |
|---|---|---|
| Pensionmark Smart Lifecycle 2020 Instl | 7.04 | 6.72 |
| First Trust-Target Date Fund 2020, R1 | 0.00 | 5.42 |
| First Trust-Target Date Fund 2020, R2 | 0.00 | 4.85 |
| First Trust-Target Date Fund 2020, R3 | 0.00 | 4.54 |
| Manning & Napier GOAL 2020 CIT Class U | 3.26 | 2.91 |
| JPMCB SmartRetirement Pasv Blnd 2020CF | 0.00 | 2.81 |
| Prudential Day One 2020 Instl CIT | 0.00 | 2.74 |
| BlackRock LifePath Index Conserv 2020 F | 0.00 | 2.72 |
| JPMCB SmartRetirement Pasv Blnd 2020CF10 | 0.00 | 2.71 |
| Principal Trust To Retirement 2020 I10 | 0.00 | 2.61 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2016-2020 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepathˆ® 2020 Fund MO | 7.93 | 7.68 |
| Callan Glidepathˆ® 2020 Fund R6 | 7.96 | 7.66 |
| State Street Trgt Retire 2020 Fd Cl I | 0.00 | 7.37 |
| State Street Trgt Retire 2020 NL Ser A | 0.00 | 7.34 |
| State Street Trgt Retire 2020 SL Cl II | 0.00 | 7.22 |
| State Street Trgt Retire 2020 NL Ser C | 0.00 | 7.19 |
| State Street Trgt Retire 2020 SL Cl III | 0.00 | 6.94 |
| State Street Trgt Retire 2020 NL Ser D | 0.00 | 6.91 |
| State Street Trgt Retire 2020 SL Ser VI | 0.00 | 6.90 |
| Putnam Retirement Advantage 2020: IA | 0.00 | 6.88 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2021-2025 | 1 year gross return | 1 year net return |
|---|---|---|
| Pensionmark Smart Lifecycle 2025 Instl | 7.74 | 7.42 |
| Great-West Lifetime 2025 Trust I | 0.00 | 2.95 |
| State Street Dow Jones Trgt 2025 Cl C | 6.95 | 2.80 |
| State Street Dow Jones Trgt 2025 Stra A | 9.22 | 2.43 |
| Manning & Napier GOAL 2025 CIT Class U | 2.61 | 2.27 |
| BlackRock LifePath Index Conserv 2025 F | 0.00 | 2.23 |
| JPMCB SmartRetirement Pasv Blnd 2025CF | 0.00 | 2.23 |
| Prudential Day One 2025 Instl CIT | 0.00 | 2.19 |
| JPMCB SmartRetirement Pasv Blnd 2025CF10 | 0.00 | 2.15 |
| JPMCB SmartRetirement Pasv Blnd 2025CF20 | 0.00 | 2.02 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2021-2025 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepathˆ® 2025 Fund MO | 8.07 | 7.82 |
| State Street Trgt Retire 2025 Fd Cl I | 0.00 | 7.79 |
| Callan Glidepathˆ® 2025 Fund R6 | 8.07 | 7.76 |
| State Street Trgt Retire 2025 NL Ser A | 0.00 | 7.75 |
| Putnam Retirement Advantage 2025: IA | 0.00 | 7.72 |
| State Street Trgt Retire 2025 SL Cl II | 0.00 | 7.65 |
| State Street Trgt Retire 2025 NL Ser C | 0.00 | 7.60 |
| Putnam Retirement Advantage 2025: I | 0.00 | 7.49 |
| State Street Trgt Retire 2025 SL Cl III | 0.00 | 7.37 |
| State Street Trgt Retire 2025 NL Ser D | 0.00 | 7.34 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2026-2030 | 1 year gross return | 1 year net return |
|---|---|---|
| Pensionmark Smart Lifecycle 2030 Instl | 8.38 | 8.06 |
| First Trust-Target Date Fund 2030, R1 | 0.00 | 4.72 |
| First Trust-Target Date Fund 2030, R2 | 0.00 | 4.35 |
| First Trust-Target Date Fund 2030, R3 | 0.00 | 4.28 |
| Manning & Napier GOAL 2030 CIT Class U | 3.29 | 2.94 |
| BlackRock LifePath Index Conserv 2030 F | 0.00 | 1.78 |
| JPMCB SmartRetirement Pasv Blnd 2030CF | 0.00 | 1.64 |
| JPMCB SmartRetirement Pasv Blnd 2030CF10 | 0.00 | 1.54 |
| Stadion Flex 2030 Fund Class 0 | 0.00 | 1.53 |
| JPMCB SmartRetirement Pasv Blnd 2030CF20 | 0.00 | 1.44 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2026-2030 | 5 year gross return | 5 year net return |
|---|---|---|
| Putnam Retirement Advantage 2030: IA | 0.00 | 8.04 |
| Callan Glidepathˆ® 2030 Fund MO | 8.23 | 7.98 |
| State Street Trgt Retire 2030 Fd Cl I | 12.19 | 7.97 |
| Callan Glidepathˆ® 2030 Fund R6 | 8.25 | 7.95 |
| State Street Trgt Retire 2030 NL Ser A | 0.00 | 7.93 |
| State Street Trgt Retire 2030 SL Cl II | 0.00 | 7.81 |
| Putnam Retirement Advantage 2030: I | 0.00 | 7.81 |
| State Street Trgt Retire 2030 NL Ser C | 0.00 | 7.78 |
| Principal Lifetime 2030 CIT | 8.56 | 7.62 |
| State Street Trgt Retire 2030 SL Cl III | 0.00 | 7.54 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2031-2035 | 1 year gross return | 1 year net return |
|---|---|---|
| Pensionmark Smart Lifecycle 2035 Instl | 8.91 | 8.58 |
| Great-West Lifetime 2035 Trust I | 0.00 | 1.83 |
| BlackRock LifePath Index Conserv 2035 F | 0.00 | 1.20 |
| Sage Target Date 2035 R-PL | 0.00 | 1.16 |
| JPMCB SmartRetirement Pasv Blnd 2035CF | 0.00 | 1.08 |
| Sage Target Date 2035 R1 | 0.00 | 1.07 |
| Strategic Target 2035 Fund Class I | 0.00 | 1.04 |
| Strategic Target 2035 Fund Class II | 0.00 | 1.02 |
| JPMCB SmartRetirement Pasv Blnd 2035CF10 | 0.00 | 1.00 |
| Manning & Napier GOAL 2035 CIT Class U | 1.30 | 0.96 |
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 | 8.37 |
| Putnam Retirement Advantage 2035: I | 0.00 | 8.13 |
| Callan Glidepathˆ® 2035 Fund MO | 8.24 | 7.98 |
| Callan Glidepathˆ® 2035 Fund R6 | 8.24 | 7.93 |
| Putnam Retirement Advantage 2035:III | 8.67 | 7.85 |
| State Street Trgt Retire 2035 Fd Cl I | 0.00 | 7.82 |
| State Street Trgt Retire 2035 NL Ser A | 0.00 | 7.77 |
| Principal Trust Target 2035 Z | 0.00 | 7.74 |
| Putnam Retirement Advantage 2035: IV | 0.00 | 7.71 |
| Principal Trust Target 2035 I | 0.00 | 7.69 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2036-2040 | 1 year gross return | 1 year net return |
|---|---|---|
| Pensionmark Smart Lifecycle 2040 Instl | 9.30 | 8.98 |
| First Trust-Target Date Fund 2040, R1 | 0.00 | 5.04 |
| First Trust-Target Date Fund 2040, R2 | 0.00 | 4.73 |
| First Trust-Target Date Fund 2040, R3 | 0.00 | 4.52 |
| Manning & Napier GOAL 2040 CIT Class U | 1.85 | 1.51 |
| Stadion Flex 2040 Fund Class 0 | 0.00 | 0.95 |
| JPMCB SmartRetirement Pasv Blnd 2040-CF | 0.00 | 0.62 |
| BlackRock LifePath Index Conserv 2040 F | 0.00 | 0.59 |
| Principal Trust Target 2040 Z | 0.00 | 0.57 |
| Principal Trust Target 2040 I | 0.00 | 0.53 |
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 | 8.64 |
| Putnam Retirement Advantage 2040: I | 0.00 | 8.40 |
| Putnam Retirement Advantage 2040:III | 8.95 | 8.13 |
| Principal Trust Target 2040 Z | 0.00 | 8.00 |
| Putnam Retirement Advantage 2040: IV | 0.00 | 7.97 |
| Principal Trust Target 2040 I | 0.00 | 7.93 |
| Callan Glidepathˆ® 2040 Fund MO | 8.13 | 7.86 |
| Principal Lifetime 2040 CIT | 8.77 | 7.86 |
| Principal Trust Target 2040 I10 | 0.00 | 7.82 |
| Callan Glidepathˆ® 2040 Fund R6 | 8.13 | 7.81 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2041-2045 | 1 year gross return | 1 year net return |
|---|---|---|
| Pensionmark Smart Lifecycle 2045 Instl | 9.53 | 9.21 |
| Sage Target Date 2045 R-PL | 0.00 | 0.80 |
| Great-West Lifetime 2045 Trust I | 0.00 | 0.69 |
| JPMCB SmartRetirement Pasv Blnd 2045CF | 0.00 | 0.67 |
| Sage Target Date 2045 R1 | 0.00 | 0.62 |
| JPMCB SmartRetirement Pasv Blnd 2045CF10 | 0.00 | 0.53 |
| Strategic Target 2045 Fund Class II | 0.00 | 0.52 |
| Strategic Target 2045 Fund Class I | 0.00 | 0.44 |
| JPMCB SmartRetirement Pasv Blnd 2045CF20 | 0.00 | 0.44 |
| Principal Trust Target 2045 Z | 0.00 | 0.39 |
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 | 8.88 |
| Putnam Retirement Advantage 2045: I | 0.00 | 8.64 |
| Putnam Retirement Advantage 2045:III | 9.19 | 8.38 |
| Putnam Retirement Advantage 2045: IV | 0.00 | 8.21 |
| Principal Trust Target 2045 Z | 0.00 | 8.12 |
| Principal Trust Target 2045 I | 0.00 | 8.08 |
| Putnam Retirement Advantage 2045:V | 0.00 | 8.04 |
| Principal Trust Target 2045 I10 | 0.00 | 7.99 |
| Comerica Destination Fund 2045 Instl Cl | 7.88 | 7.88 |
| Schwab Indexed Retirement Tr Fd 2045 I | 8.00 | 7.85 |
Source: Morningstar Separate Account/CIT Fund Database
| Retirement Income | 1 year gross return | 1 year net return |
|---|---|---|
| Pensionmark Smart Lifecycle Retire Instl | 6.47 | 6.15 |
| Manning & Napier GOAL Income CIT Class U | 4.74 | 4.38 |
| Wells Fargo Target Today CIT F | 0.00 | 4.26 |
| Wells Fargo Target Today CIT E1 | 0.00 | 4.18 |
| Wells Fargo Target Today CIT E3 | 0.00 | 4.17 |
| Strategic Target Income Fund Class II | 0.00 | 3.65 |
| State Street Dow Jones Trgt Today Cl C | 3.37 | 3.61 |
| Principal Trust Retirement Income I10 | 0.00 | 3.51 |
| BlackRock LifePath Index Conserv Ret F | 0.00 | 3.43 |
| Vanguard Target Retire Trust Plus Income | 0.00 | 3.38 |
Source: Morningstar Separate Account/CIT Fund Database
| Retirement Income | 5 year gross return | 5 year net return |
|---|---|---|
| Putnam Retirement Maturity Fund: IA | 0.00 | 6.02 |
| Putnam Retirement Maturity Fund: I | 0.00 | 5.80 |
| Putnam Retirement Maturity Fund: III | 6.34 | 5.53 |
| JPMCB SmartRetirement DRE Inc Fund-CF | 0.00 | 5.43 |
| Putnam Retirement Maturity Fund: IV | 0.00 | 5.36 |
| JPMCB SmartRetirement DRE Inc Fund-CF10 | 0.00 | 5.34 |
| JPMCB SmartRetirement DRE Inc Fund-CF20 | 0.00 | 5.23 |
| Putnam Retirement Maturity Fund: V | 0.00 | 5.19 |
| The Vanguard Target Retire Inc Trust I | 0.00 | 5.08 |
| Voya Target Solution Income Trust | 5.59 | 5.08 |
