Large Blend | 1 year gross return | 1 year net return |
---|---|---|
MIS US Wide Moat Focus Sel Stock Basket | 24.17 | 22.13 |
Quantum Dividend Growth | 23.19 | 21.95 |
FIAM Focused Large Cap Growth | 15.94 | 21.30 |
BNY Mellon EB DV Dynamic U.S. Equity | 21.62 | 21.04 |
NovaPoint Capital Dividend Growth | 21.31 | 20.67 |
Franchise Partners - US Equity | 21.23 | 20.41 |
Silvercrest Large Cap Value | 21.01 | 20.11 |
Franklin Rising Dividend SMA Composite | 20.13 | 19.85 |
Davidson Inv Equity Income Strategy | 21.22 | 19.77 |
MIS Global Equity Select Stock Basket | 21.71 | 19.71 |
Source: Morningstar Separate Account/CIT Fund Database
Large Blend | 5 year gross return | 5 year net return |
---|---|---|
BNY Mellon EB DV Dynamic U.S. Equity | 21.22 | 20.64 |
Lazard U.S. Equity Concentrated | 20.43 | 19.67 |
Entrepreneur US Large Cap | 20.12 | 19.32 |
Lyrical U.S. Value Equity - CS | 20.67 | 19.20 |
Smead Capital Appreciation | 19.55 | 18.71 |
Euclid Advisory Large Cap Growth | 20.36 | 18.70 |
River Road Focused Absolute Value Comp | 19.10 | 18.23 |
JPMorgan Quantitative Enhanced Equity | 16.77 | 18.11 |
AFG 50 | 18.45 | 18.10 |
Oak Associates All Cap Core Growth | 18.96 | 18.10 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Blend | 1 year gross return | 1 year net return |
---|---|---|
Martin Capital Dividend Opportunity | 22.68 | 22.25 |
Horizon Kinetics Spin-Off Index | 21.03 | 20.49 |
Chartwell Mid-Cap Value | 20.61 | 19.67 |
FIIG Small and Mid Cap Core | 19.54 | 18.67 |
Cramer Rosenthal McGlynn Mid-Cap Value | 18.42 | 17.76 |
Clarkston Capital SMID Composite | 17.74 | 17.16 |
Edge SMA Mid Cap Core Equity | 20.68 | 17.15 |
NewSouth Capital Mgt NSCM Mid-Cap Val Eq | 17.10 | 16.67 |
EARNEST SMIDV | 17.83 | 16.67 |
QMA US Mid Cap Core Equity | 17.07 | 16.44 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Blend | 5 year gross return | 5 year net return |
---|---|---|
Clarkston Capital SMID Composite | 21.26 | 20.53 |
Boston Partners Mid-Cap Value Equity | 20.11 | 19.57 |
QMA US Mid Cap Core Equity | 19.57 | 18.93 |
AT Capital Management Mid Cap Core | 19.27 | 18.86 |
Iridian Private Value/ Mid-Cap Equity | 19.42 | 18.62 |
Ariel Small/Mid Cap Value Product | 19.31 | 18.13 |
JPMorgan Md-Cap Val MA | 17.88 | 17.86 |
Triboro All Cap | 17.85 | 17.85 |
Channing Capital Mid-Cap Value | 18.28 | 17.78 |
LA Capital U.S. Mid Cap Equity | 18.51 | 17.76 |
Source: Morningstar Separate Account/CIT Fund Database
Small Blend | 1 year gross return | 1 year net return |
---|---|---|
ZPR Fundamental Small Cap Value | 38.17 | 36.74 |
WellsCap Small Cap Value Equity II | 35.21 | 33.90 |
Orchard Select Small Cap Value | 31.01 | 29.74 |
Shapiro Capital Mgt Sm-Cap Val | 29.04 | 27.83 |
Perritt MicroCap Opportunities | 27.79 | 26.54 |
Federated MDT Sm-Cap Core | 26.63 | 25.40 |
Jacobs Levy Small Cap (S&P 600) | 26.01 | 24.97 |
Jacobs Levy Small Cap (Russell 2000) | 25.76 | 24.73 |
Manulife AM US Small Cap Core | 25.83 | 24.70 |
Tieton Small Cap Value | 24.28 | 23.26 |
Source: Morningstar Separate Account/CIT Fund Database
Small Blend | 5 year gross return | 5 year net return |
---|---|---|
NorthPointe Capital Micro Cap Value | 24.44 | 23.49 |
BMO Microcap Equity - Institutional - SA | 24.64 | 23.40 |
ZPR Fundamental Small Cap Value | 21.93 | 20.66 |
Federated MDT Sm-Cap Core | 21.69 | 20.50 |
Jacobs Levy Small Cap (S&P 600) | 21.24 | 20.24 |
Integrity Micro-Cap Value | 21.38 | 20.21 |
QMA US Small Cap Core Equity | 20.46 | 19.67 |
Martingale SmallCap Core | 20.72 | 19.54 |
BRC Small Cap Diversified Equity | 20.88 | 19.51 |
BMO Disciplined Small-Cap Core | 20.57 | 19.50 |
Source: Morningstar Separate Account/CIT Fund Database
Large Growth | 1 year gross return | 1 year net return |
---|---|---|
FIAM U.S. Total Market Equity | 14.95 | 24.68 |
Davis Multi Cap Equity | 24.85 | 24.20 |
Loomis Sayles All Cap Growth | 24.72 | 24.11 |
Large Cap Quality Core- Global | 23.23 | 22.71 |
Loomis Sayles Large Cap Growth | 22.89 | 22.39 |
Artisan Global Opportunities | 20.64 | 19.61 |
Jensen Large Cap Quality Growth | 20.13 | 19.53 |
Johnston Asset Mgt Corp. Lrg Cp Equity | 19.60 | 18.90 |
Baillie Gifford US Equities | 19.30 | 18.57 |
Peregrine Capital Mgt Large Cap Growth | 18.71 | 18.19 |
Source: Morningstar Separate Account/CIT Fund Database
Large Growth | 5 year gross return | 5 year net return |
---|---|---|
Loomis Sayles All Cap Growth | 20.00 | 19.52 |
ClearBridge Large Cap Growth | 20.24 | 19.48 |
Loomis Sayles Large Cap Growth | 19.68 | 19.25 |
FIAM U.S. Total Market Equity | 17.54 | 18.99 |
Edgewood Mgt Lg-Cap Gr | 19.79 | 18.76 |
ClariVest Large Cap Growth | 19.03 | 18.76 |
Goldman Sachs Structured US Large Growth | 19.16 | 18.62 |
AB US Large Cap Growth Equity | 19.50 | 18.56 |
Essex Inv Mgt Research Strategy | 19.71 | 18.56 |
Martingale LargeCap Growth | 19.19 | 18.37 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Growth | 1 year gross return | 1 year net return |
---|---|---|
Portfolio Resources High Impact Solu G&I | 25.78 | 25.17 |
Snyder Capital Mgt Concen All-Cap Value | 25.90 | 24.72 |
Hodges Multi Cap Core | 26.25 | 24.46 |
Daruma SMid-Cap Equity | 24.98 | 23.88 |
Sandhill Concentrated Equity Alpha | 24.22 | 23.22 |
Snyder Capital Mgt Small/Mid Cap Val | 23.96 | 22.85 |
Frontier Capital Appreciation | 22.90 | 22.03 |
Granahan SMID Select | 22.05 | 20.90 |
Champlain Mid Cap Core | 21.64 | 20.72 |
Green Alpha Next Economy Strategy | 20.02 | 19.73 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Growth | 5 year gross return | 5 year net return |
---|---|---|
Naylor & Company Core Composite | 27.61 | 24.93 |
Confluence Value Opportunities | 23.29 | 21.74 |
Hodges Multi Cap Core | 20.70 | 18.99 |
T. Rowe Price US Small-Cap Growth Equity | 19.72 | 18.83 |
ClariVest Mid Cap Growth | 19.51 | 18.63 |
Pinnacle Loprice | 19.43 | 18.26 |
Snyder Capital Mgt Concen All-Cap Value | 19.37 | 18.24 |
Atlanta High Quality Smid Cap | 19.12 | 18.14 |
Portfolio Resources High Impact Solu G&I | 18.54 | 17.96 |
PGI Mid-Cap Equity | 18.45 | 17.91 |
Source: Morningstar Separate Account/CIT Fund Database
Small Growth | 1 year gross return | 1 year net return |
---|---|---|
Kayne Anderson Rudnick SC Sustain Growth | 33.89 | 32.65 |
Kayne Anderson Rud SC Sustain Gr Wrap | 33.78 | 30.24 |
Bares Capital Mgt Small-Cap | 29.83 | 28.05 |
Kopp Emerging Growth | 28.11 | 26.10 |
Federated MDT Small Cap Growth MA | 28.78 | 25.04 |
LaSalle Street Small Cap | 26.07 | 24.99 |
Baron Discovery Strategy | 24.95 | 24.30 |
Snyder Capital Mgt Sm-Cap Val | 25.28 | 24.18 |
Champlain Small Cap Equity | 24.89 | 23.84 |
Granahan Inv Mgt - Sm Cap Focused Grth | 24.31 | 23.39 |
Source: Morningstar Separate Account/CIT Fund Database
Small Growth | 5 year gross return | 5 year net return |
---|---|---|
Granahan Inv Mgt - Sm Cap Focused Grth | 23.35 | 22.50 |
Kennedy Small Cap Fundamental Growth | 22.44 | 21.48 |
US Equity Small Cap Core | 21.72 | 20.82 |
DF Dent Small Cap Growth | 20.90 | 20.42 |
Ziegler Cap MVP Small Cap Growth | 21.57 | 20.41 |
Bridgeway Small Cap Growth | 20.69 | 20.25 |
Cadence Capital Mgt Micro Cap Grth | 21.69 | 20.20 |
Redwood Small Cap Growth Equity | 21.08 | 20.10 |
Renaissance Small Cap Growth | 20.78 | 19.97 |
Brown Capital Small Company Service | 21.05 | 19.93 |
Source: Morningstar Separate Account/CIT Fund Database
Large Value | 1 year gross return | 1 year net return |
---|---|---|
PIMCO StocksPLUS Long Duration | 33.20 | 32.60 |
Clifford Capital All-Cap Value | 31.63 | 31.01 |
ASB Large Cap Core Equity | 27.36 | 26.68 |
Schneider Capital Mgt Lg-Cap Val | 26.11 | 25.16 |
Artisan Value Equity Composite | 25.58 | 24.72 |
Lesa Sroufe Fully Invested Value Equity | 24.67 | 24.08 |
S&P Dividend Income & Growth | 24.25 | 23.95 |
Dean Equity Income | 24.78 | 23.90 |
Southeastern Asset Mgt Mid-Lg Cap Dom Eq | 24.33 | 23.68 |
DePrince, Race & Zollo, Lg-Cap Val | 24.20 | 23.46 |
Source: Morningstar Separate Account/CIT Fund Database
Large Value | 5 year gross return | 5 year net return |
---|---|---|
PIMCO StocksPLUS Long Duration | 23.90 | 23.30 |
Lyrical U.S. Value Equity â EQ | 22.24 | 20.53 |
Clifford Capital All-Cap Value | 19.76 | 18.83 |
Numeric Investors Large Core | 19.09 | 18.47 |
S&P 4 | 18.70 | 18.41 |
WEDGE Large Cap Value | 19.24 | 18.38 |
Bridgeway Large Cap Value | 18.66 | 18.18 |
Cognios TE Quantitative Large Cap Value | 18.13 | 18.13 |
Numeric Investors Core Numeric | 18.94 | 18.06 |
S&P Dividend Income & Growth | 18.25 | 17.96 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Value | 1 year gross return | 1 year net return |
---|---|---|
Shapiro Capital Mgt Enh Small Cap Value | 26.53 | 25.36 |
Gilman Hill Equity Income | 26.60 | 25.31 |
Anchor Focused Value Institutional | 26.52 | 24.88 |
DGHM UltraValue | 25.40 | 24.22 |
Pioneer US Mid Cap Value Equity | 24.66 | 23.86 |
The Capital CMC G&I | 24.76 | 23.82 |
Anchor Focused Value Wrap | 27.31 | 23.67 |
Edge SMA SMID Dividend Income (Non K-1) | 26.78 | 23.10 |
Donald Smith & Co. Lg-Cap Cncntrd Val Eq | 23.37 | 22.84 |
Cozad U.S. Equity Income | 23.12 | 22.41 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Value | 5 year gross return | 5 year net return |
---|---|---|
Brandes U.S. Small-Mid Cap Value Equity | 23.55 | 22.42 |
Martingale MidCap Core | 20.22 | 19.40 |
Hotchkis & Wiley - Md-Cap Val | 20.14 | 19.32 |
TSW Mid-Cap Value | 19.76 | 19.22 |
Smith Graham Mid-Cap Value | 20.08 | 19.20 |
Pzena Mid-Cap Focused Value | 19.96 | 19.16 |
DGHM UltraValue | 20.45 | 18.83 |
LSV Asset Mgt Md-Cap Val Eq | 19.51 | 18.78 |
WellsCap Special US Mid Cap Value Eq | 19.68 | 18.68 |
Kennedy All Cap Value | 19.45 | 18.65 |
Source: Morningstar Separate Account/CIT Fund Database
Small Value | 1 year gross return | 1 year net return |
---|---|---|
Towle & Co. Deep Value | 34.99 | 34.06 |
Schneider Capital Mgt Sm-Cap Val | 34.66 | 33.21 |
Symons Concentrated Small Cap Value | 29.05 | 29.05 |
Pacific Ridge Capital Ptnrs Micro Cp Val | 28.40 | 26.50 |
Signia Small Micro Value Equity | 26.25 | 25.52 |
Manulife AM US Small Cap Value | 25.33 | 24.20 |
Uniplan Micro Cap Portfolio | 26.39 | 24.17 |
Blue Tower Global Value | 25.33 | 24.01 |
DePrince, Race & Zollo, Micro Cap Val | 24.24 | 23.00 |
DePrince, Race & Zollo, Sm-Cap Val | 23.68 | 22.64 |
Source: Morningstar Separate Account/CIT Fund Database
Small Value | 5 year gross return | 5 year net return |
---|---|---|
Donald Smith & Co. Micro Cap Val Eq | 25.60 | 24.11 |
O'Shaughnessy Micro Cap | 23.57 | 22.21 |
Pacific Ridge Capital Ptnrs Micro Cp Val | 23.81 | 22.00 |
Cooke & Bieler Small Cap Value Equity | 22.41 | 21.54 |
Fuller & Thaler Small-Cap Value | 21.73 | 21.21 |
Federated MDT Sm-Cap Val | 21.48 | 20.29 |
Analytic Small-Mid Cap Equity | 20.66 | 19.87 |
AB Small Cap Value Equity | 21.01 | 19.83 |
Frontier Small Cap Value | 20.82 | 19.68 |
Brandes U.S. Small Cap Value Equity | 20.73 | 19.55 |
Source: Morningstar Separate Account/CIT Fund Database
Bear Market | 1 year gross return | 1 year net return |
---|---|---|
Optimus Global Advantage All Asset | 5.65 | 5.12 |
Optimus Global Advantage Plus | 3.27 | 2.76 |
Federated Alternative Bear Equity Comp | -12.09 | -13.42 |
Leuthold AdvantHedge | -21.23 | -22.03 |
Source: Morningstar Separate Account/CIT Fund Database
Bear Market | 5 year gross return | 5 year net return |
---|---|---|
Optimus Global Advantage Plus | -1.74 | -2.23 |
Federated Alternative Bear Equity Comp | -15.52 | -16.79 |
Leuthold AdvantHedge | -15.92 | -16.81 |
Optimus Global Advantage All Asset | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Financial | 1 year gross return | 1 year net return |
---|---|---|
ZPR Volume Value | 26.56 | 24.61 |
ZPR Volume Winners | 24.03 | 21.98 |
Advisory Research BDC | 22.82 | 21.66 |
Confluence BDC-Wrap | 21.57 | 19.78 |
McKinley Capital Business Development Co | 16.22 | 14.68 |
Davis Financial Product | 9.38 | 8.82 |
Source: Morningstar Separate Account/CIT Fund Database
Financial | 5 year gross return | 5 year net return |
---|---|---|
ZPR Volume Value | 25.20 | 22.03 |
ZPR Volume Winners | 17.06 | 15.10 |
Davis Financial Product | 15.32 | 14.74 |
Advisory Research BDC | 0.00 | 0.00 |
Confluence BDC-Wrap | 0.00 | 0.00 |
McKinley Capital Business Development Co | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Health | 1 year gross return | 1 year net return |
---|---|---|
Kopp AccruHealth | 11.55 | 10.10 |
Financial Trust Health Value | 5.77 | 4.46 |
Source: Morningstar Separate Account/CIT Fund Database
Health | 5 year gross return | 5 year net return |
---|---|---|
Financial Trust Health Value | 24.16 | 22.61 |
Kopp AccruHealth | 21.61 | 20.26 |
Source: Morningstar Separate Account/CIT Fund Database
Natural Resources | 1 year gross return | 1 year net return |
---|---|---|
SailingStone Global Natural Resources | 40.93 | 39.97 |
BP Capital TwinLine Energy | 34.35 | 33.07 |
Signia Concentrated Value Equity | 32.13 | 31.16 |
Cohen & Steers Natural Resources | 26.83 | 26.14 |
Jennison Global Natural Resources | 24.28 | 23.79 |
Financial Trust Global Resources | 24.38 | 22.85 |
Wellington Global Natural Resources | 23.88 | 22.67 |
Boston Global Natural Resources Equity | 16.55 | 15.63 |
Miller/Howard General Partners Strategy | 10.85 | 9.75 |
NB Rachlin Income Plus (PAM) | 8.33 | 7.10 |
Source: Morningstar Separate Account/CIT Fund Database
Natural Resources | 5 year gross return | 5 year net return |
---|---|---|
NB Rachlin Income Plus (PAM) | 8.22 | 7.02 |
Boston Global Natural Resources Equity | 2.61 | 1.80 |
Wellington Global Agriculture | 2.41 | 1.40 |
Financial Trust Global Resources | 2.20 | 0.94 |
Wellington Global Natural Resources | -0.91 | -1.90 |
Jennison Global Natural Resources | -1.57 | -1.92 |
SailingStone Global Natural Resources | -2.33 | -3.22 |
Goldman Sachs Commodities Enh Idx | -12.59 | -12.88 |
BP Capital TwinLine Energy | 0.00 | 0.00 |
Signia Concentrated Value Equity | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Equity Precious Metals | 1 year gross return | 1 year net return |
---|---|---|
GAMCO Gold | 93.07 | 91.05 |
WellsCap Precious Metals | 86.15 | 84.46 |
AIS TAAP | 15.43 | 14.28 |
Source: Morningstar Separate Account/CIT Fund Database
Equity Precious Metals | 5 year gross return | 5 year net return |
---|---|---|
GAMCO Gold | 5.53 | 4.47 |
AIS TAAP | -2.83 | -3.78 |
WellsCap Precious Metals | -9.65 | -10.52 |
Source: Morningstar Separate Account/CIT Fund Database
Real Estate | 1 year gross return | 1 year net return |
---|---|---|
SmithAssetMgtâREIT | 25.82 | 24.60 |
American Assets Untd Cap Rl Estt Secs Fd | 24.57 | 23.62 |
Uniplan REIT Portfolio | 24.36 | 22.11 |
Davis Real Estate Composite | 22.71 | 22.10 |
Davis Real Estate WRAP | 22.71 | 22.10 |
Cohen & Steers Realty Focus | 22.32 | 21.23 |
LaSalle U.S. Real Estate Securities | 20.90 | 20.19 |
Deutsche US Real Estate Securities Comp | 20.93 | 20.19 |
FIAM U.S. Real Estate Invest Tr | 20.89 | 20.05 |
CenterSquare REIT Separate Account | 20.56 | 20.03 |
Source: Morningstar Separate Account/CIT Fund Database
Real Estate | 5 year gross return | 5 year net return |
---|---|---|
Cohen & Steers Realty Focus | 20.73 | 19.66 |
Baron Real Estate Strategy | 19.79 | 18.77 |
Chilton Capital REIT | 19.41 | 18.40 |
Real Estate Mgt Svcs Real Est Val Port | 18.32 | 17.66 |
Heitman US Focused Wilshire | 17.84 | 17.05 |
Heitman US Diversified Wilshire | 17.39 | 16.88 |
PGI Real Estate Equity Securities | 17.46 | 16.82 |
US Rl Estate Secs Value Inc | 17.45 | 16.78 |
CenterSquare REIT Separate Account | 17.24 | 16.70 |
Cornerstone U.S. REIT Total Return | 16.92 | 16.33 |
Source: Morningstar Separate Account/CIT Fund Database
Technology | 1 year gross return | 1 year net return |
---|---|---|
Oak Associates Technology Portfolio | 26.87 | 26.26 |
Wellington Global Technology Opps | 24.68 | 23.77 |
MFS Technology Equity | 24.23 | 23.31 |
Wellington Global Technology | 22.99 | 22.08 |
Crabtree Multi-Cap Technology | 22.19 | 21.37 |
TCW Technology | 22.13 | 20.90 |
Allianz Global Technology Equity | 19.40 | 18.22 |
Zevenbergen Z/Tech | 13.58 | 12.53 |
Source: Morningstar Separate Account/CIT Fund Database
Technology | 5 year gross return | 5 year net return |
---|---|---|
Wellington Global Technology Opps | 21.91 | 21.02 |
Zevenbergen Z/Tech | 20.69 | 19.58 |
Wellington Global Technology | 19.85 | 18.97 |
Crabtree Multi-Cap Technology | 19.54 | 18.70 |
MFS Technology Equity | 19.07 | 18.13 |
Oak Associates Technology Portfolio | 18.30 | 17.67 |
Allianz Global Technology Equity | 17.58 | 16.40 |
TCW Technology | 16.69 | 15.52 |
Source: Morningstar Separate Account/CIT Fund Database
Utilities | 1 year gross return | 1 year net return |
---|---|---|
HIS Top 15 Utility | 24.42 | 23.15 |
Miller/Howard Infrastructure | 24.10 | 22.88 |
Miller/Howard â Utilities Plus | 23.55 | 22.34 |
Reaves Long Term Val(Util/Ener/Infrastr) | 21.51 | 20.93 |
Miller/Howard â Utilities Plus SMA | 20.61 | 20.14 |
MFS Utilities Equity | 12.66 | 11.91 |
Levin Capital Strategies Utilities Yield | 12.35 | 11.24 |
Source: Morningstar Separate Account/CIT Fund Database
Utilities | 5 year gross return | 5 year net return |
---|---|---|
Miller/Howard â Utilities Plus | 14.70 | 13.57 |
Levin Capital Strategies Utilities Yield | 13.76 | 12.64 |
Miller/Howard â Utilities Plus SMA | 14.50 | 11.94 |
Reaves Long Term Val(Util/Ener/Infrastr) | 12.06 | 11.49 |
Miller/Howard Infrastructure | 12.49 | 11.38 |
MFS Utilities Equity | 11.21 | 10.49 |
HIS Top 15 Utility | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Equity Energy | 1 year gross return | 1 year net return |
---|---|---|
Texan Capital Energy Equity Portfolio | 29.79 | 28.85 |
Miller/Howard E&P Institutional Strategy | 28.92 | 27.65 |
Wellington Energy | 26.51 | 25.26 |
Miller/Howard Drill Bit Burn Tipˆ® No K1s | 26.46 | 25.22 |
Miller/Howard Drill Bit Burn Tipˆ® | 25.46 | 24.23 |
TMG Energy Equity | 24.28 | 23.36 |
Drill Bit to Burner Tipˆ® No K1s SMA | 26.88 | 23.20 |
Tortoise Select Energy Opportunity | 23.96 | 22.79 |
Drill Bit to Burner Tipˆ® SMA | 25.80 | 22.14 |
Baron Energy and Resources Strategy | 20.61 | 19.77 |
Source: Morningstar Separate Account/CIT Fund Database
Equity Energy | 5 year gross return | 5 year net return |
---|---|---|
Miller/Howard Drill Bit Burn Tipˆ® | 10.76 | 9.67 |
Neuberger Berman Rachlin MLP (PAM) | 8.48 | 7.65 |
Drill Bit to Burner Tipˆ® SMA | 10.84 | 7.59 |
NBC Energy Infrastructure Portfolio | 5.55 | 5.00 |
Wellington Energy | 5.81 | 4.76 |
TCIA Equity Yield Focus | 6.28 | 4.60 |
TMG Energy Equity | 5.17 | 4.41 |
Texan Capital Energy Equity Portfolio | 3.63 | 2.85 |
Miller/Howard E&P Institutional Strategy | 2.65 | 1.63 |
Orleans Energy Opportunities | 0.89 | -0.11 |
Source: Morningstar Separate Account/CIT Fund Database
Aggressive Allocation | 1 year gross return | 1 year net return |
---|---|---|
ASCP Opportunistic Growth Strategy | 40.38 | 39.62 |
AAM Tactical Income | 21.67 | 20.42 |
Camelot Premium Stock Dividend | 19.03 | 18.47 |
Palouse Capital Diversified Income Strat | 18.70 | 18.24 |
Palouse Diversified Income Wrap | 19.64 | 17.37 |
Camelot Aggressive Income | 17.86 | 17.30 |
CS GRAS | 17.99 | 15.65 |
Clark Navigator MultiStrategy 75-25(SAI) | 15.15 | 15.06 |
Meeder Aggressive Growth ETF Portfolio | 15.49 | 14.94 |
Meeder Growth ETF Portfolio | 15.28 | 14.78 |
Source: Morningstar Separate Account/CIT Fund Database
Aggressive Allocation | 5 year gross return | 5 year net return |
---|---|---|
Parametric Aggressive Composite | 14.12 | 13.60 |
Golub Group Equity Income | 13.76 | 12.66 |
CLS American Funds Agg Growth 85 | 12.88 | 12.60 |
Clark Navigator MultiStrategy 75-25(SAI) | 12.57 | 12.55 |
Palouse Capital Diversified Income Strat | 12.90 | 12.46 |
Dean Inv Multi-Cap 80 | 13.24 | 12.43 |
Advisors Capital Mgt Balanced | 13.83 | 12.42 |
Wealthcare Growth | 13.83 | 12.26 |
Eads and Heald Inv Counsel Bal | 13.20 | 12.26 |
Loring Ward Distribution Equity DFA | 12.27 | 11.99 |
Source: Morningstar Separate Account/CIT Fund Database
Bank Loan | 1 year gross return | 1 year net return |
---|---|---|
CION Investment Corporation | 7.28 | 7.28 |
Invesco Euro Bank Loans USD Composite | 7.82 | 7.26 |
DDJ U.S. Opportunistic Loan I Composite | 7.63 | 6.96 |
Franklin Bank Loans Retail Composite | 7.57 | 6.90 |
OFI Global Senior Loans | 7.28 | 6.77 |
Loomis Sayles Sr Floating Rate and FI | 6.97 | 6.45 |
Lord Abbett & Co. Bank Loan | 7.10 | 6.37 |
Eaton Vance Mgt Senior Secured Floating | 6.87 | 6.36 |
Columbia Bank Loan Strategy | 6.92 | 6.22 |
Invesco Zodiac US Senior Loan Composite | 6.71 | 6.18 |
Source: Morningstar Separate Account/CIT Fund Database
Bank Loan | 5 year gross return | 5 year net return |
---|---|---|
3i US Senior Loan Composite | 6.91 | 6.16 |
Columbia Bank Loan Strategy | 6.55 | 5.94 |
Invesco Zodiac US Senior Loan Composite | 6.43 | 5.85 |
OFI Global Senior Loans | 6.25 | 5.74 |
Voya Senior Loan | 6.22 | 5.69 |
Franklin Bank Loans Separate Acct Comp | 6.03 | 5.63 |
Lord Abbett & Co. Bank Loan | 6.45 | 5.62 |
Prudential US Senior Secured Loans | 6.11 | 5.53 |
TCW Bank Loans | 6.17 | 5.50 |
NB Gbl Senior Floating Rate Loans ISA | 6.12 | 5.37 |
Source: Morningstar Separate Account/CIT Fund Database
Small Value | 1 year gross return | 1 year net return |
---|---|---|
Towle & Co. Deep Value | 34.99 | 34.06 |
Schneider Capital Mgt Sm-Cap Val | 34.66 | 33.21 |
Symons Concentrated Small Cap Value | 29.05 | 29.05 |
Pacific Ridge Capital Ptnrs Micro Cp Val | 28.40 | 26.50 |
Signia Small Micro Value Equity | 26.25 | 25.52 |
Manulife AM US Small Cap Value | 25.33 | 24.20 |
Uniplan Micro Cap Portfolio | 26.39 | 24.17 |
Blue Tower Global Value | 25.33 | 24.01 |
DePrince, Race & Zollo, Micro Cap Val | 24.24 | 23.00 |
DePrince, Race & Zollo, Sm-Cap Val | 23.68 | 22.64 |
Source: Morningstar Separate Account/CIT Fund Database
Small Value | 5 year gross return | 5 year net return |
---|---|---|
Donald Smith & Co. Micro Cap Val Eq | 25.60 | 24.11 |
O'Shaughnessy Micro Cap | 23.57 | 22.21 |
Pacific Ridge Capital Ptnrs Micro Cp Val | 23.81 | 22.00 |
Cooke & Bieler Small Cap Value Equity | 22.41 | 21.54 |
Fuller & Thaler Small-Cap Value | 21.73 | 21.21 |
Federated MDT Sm-Cap Val | 21.48 | 20.29 |
Analytic Small-Mid Cap Equity | 20.66 | 19.87 |
AB Small Cap Value Equity | 21.01 | 19.83 |
Frontier Small Cap Value | 20.82 | 19.68 |
Brandes U.S. Small Cap Value Equity | 20.73 | 19.55 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Value | 1 year gross return | 1 year net return |
---|---|---|
Shapiro Capital Mgt Enh Small Cap Value | 26.53 | 25.36 |
Gilman Hill Equity Income | 26.60 | 25.31 |
Anchor Focused Value Institutional | 26.52 | 24.88 |
DGHM UltraValue | 25.40 | 24.22 |
Pioneer US Mid Cap Value Equity | 24.66 | 23.86 |
The Capital CMC G&I | 24.76 | 23.82 |
Anchor Focused Value Wrap | 27.31 | 23.67 |
Edge SMA SMID Dividend Income (Non K-1) | 26.78 | 23.10 |
Donald Smith & Co. Lg-Cap Cncntrd Val Eq | 23.37 | 22.84 |
Cozad U.S. Equity Income | 23.12 | 22.41 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Value | 5 year gross return | 5 year net return |
---|---|---|
Brandes U.S. Small-Mid Cap Value Equity | 23.55 | 22.42 |
Martingale MidCap Core | 20.22 | 19.40 |
Hotchkis & Wiley - Md-Cap Val | 20.14 | 19.32 |
TSW Mid-Cap Value | 19.76 | 19.22 |
Smith Graham Mid-Cap Value | 20.08 | 19.20 |
Pzena Mid-Cap Focused Value | 19.96 | 19.16 |
DGHM UltraValue | 20.45 | 18.83 |
LSV Asset Mgt Md-Cap Val Eq | 19.51 | 18.78 |
WellsCap Special US Mid Cap Value Eq | 19.68 | 18.68 |
Kennedy All Cap Value | 19.45 | 18.65 |
Source: Morningstar Separate Account/CIT Fund Database
Large Value | 1 year gross return | 1 year net return |
---|---|---|
PIMCO StocksPLUS Long Duration | 33.20 | 32.60 |
Clifford Capital All-Cap Value | 31.63 | 31.01 |
ASB Large Cap Core Equity | 27.36 | 26.68 |
Schneider Capital Mgt Lg-Cap Val | 26.11 | 25.16 |
Artisan Value Equity Composite | 25.58 | 24.72 |
Lesa Sroufe Fully Invested Value Equity | 24.67 | 24.08 |
S&P Dividend Income & Growth | 24.25 | 23.95 |
Dean Equity Income | 24.78 | 23.90 |
Southeastern Asset Mgt Mid-Lg Cap Dom Eq | 24.33 | 23.68 |
DePrince, Race & Zollo, Lg-Cap Val | 24.20 | 23.46 |
Source: Morningstar Separate Account/CIT Fund Database
Large Value | 5 year gross return | 5 year net return |
---|---|---|
PIMCO StocksPLUS Long Duration | 23.90 | 23.30 |
Lyrical U.S. Value Equity â EQ | 22.24 | 20.53 |
Clifford Capital All-Cap Value | 19.76 | 18.83 |
Numeric Investors Large Core | 19.09 | 18.47 |
S&P 4 | 18.70 | 18.41 |
WEDGE Large Cap Value | 19.24 | 18.38 |
Bridgeway Large Cap Value | 18.66 | 18.18 |
Cognios TE Quantitative Large Cap Value | 18.13 | 18.13 |
Numeric Investors Core Numeric | 18.94 | 18.06 |
S&P Dividend Income & Growth | 18.25 | 17.96 |
Source: Morningstar Separate Account/CIT Fund Database
Small Growth | 1 year gross return | 1 year net return |
---|---|---|
Kayne Anderson Rudnick SC Sustain Growth | 33.89 | 32.65 |
Kayne Anderson Rud SC Sustain Gr Wrap | 33.78 | 30.24 |
Bares Capital Mgt Small-Cap | 29.83 | 28.05 |
Kopp Emerging Growth | 28.11 | 26.10 |
Federated MDT Small Cap Growth MA | 28.78 | 25.04 |
LaSalle Street Small Cap | 26.07 | 24.99 |
Baron Discovery Strategy | 24.95 | 24.30 |
Snyder Capital Mgt Sm-Cap Val | 25.28 | 24.18 |
Champlain Small Cap Equity | 24.89 | 23.84 |
Granahan Inv Mgt - Sm Cap Focused Grth | 24.31 | 23.39 |
Source: Morningstar Separate Account/CIT Fund Database
Small Growth | 5 year gross return | 5 year net return |
---|---|---|
Granahan Inv Mgt - Sm Cap Focused Grth | 23.35 | 22.50 |
Kennedy Small Cap Fundamental Growth | 22.44 | 21.48 |
US Equity Small Cap Core | 21.72 | 20.82 |
DF Dent Small Cap Growth | 20.90 | 20.42 |
Ziegler Cap MVP Small Cap Growth | 21.57 | 20.41 |
Bridgeway Small Cap Growth | 20.69 | 20.25 |
Cadence Capital Mgt Micro Cap Grth | 21.69 | 20.20 |
Redwood Small Cap Growth Equity | 21.08 | 20.10 |
Renaissance Small Cap Growth | 20.78 | 19.97 |
Brown Capital Small Company Service | 21.05 | 19.93 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Growth | 1 year gross return | 1 year net return |
---|---|---|
Portfolio Resources High Impact Solu G&I | 25.78 | 25.17 |
Snyder Capital Mgt Concen All-Cap Value | 25.90 | 24.72 |
Hodges Multi Cap Core | 26.25 | 24.46 |
Daruma SMid-Cap Equity | 24.98 | 23.88 |
Sandhill Concentrated Equity Alpha | 24.22 | 23.22 |
Snyder Capital Mgt Small/Mid Cap Val | 23.96 | 22.85 |
Frontier Capital Appreciation | 22.90 | 22.03 |
Granahan SMID Select | 22.05 | 20.90 |
Champlain Mid Cap Core | 21.64 | 20.72 |
Green Alpha Next Economy Strategy | 20.02 | 19.73 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Growth | 5 year gross return | 5 year net return |
---|---|---|
Naylor & Company Core Composite | 27.61 | 24.93 |
Confluence Value Opportunities | 23.29 | 21.74 |
Hodges Multi Cap Core | 20.70 | 18.99 |
T. Rowe Price US Small-Cap Growth Equity | 19.72 | 18.83 |
ClariVest Mid Cap Growth | 19.51 | 18.63 |
Pinnacle Loprice | 19.43 | 18.26 |
Snyder Capital Mgt Concen All-Cap Value | 19.37 | 18.24 |
Atlanta High Quality Smid Cap | 19.12 | 18.14 |
Portfolio Resources High Impact Solu G&I | 18.54 | 17.96 |
PGI Mid-Cap Equity | 18.45 | 17.91 |
Source: Morningstar Separate Account/CIT Fund Database
Large Growth | 1 year gross return | 1 year net return |
---|---|---|
FIAM U.S. Total Market Equity | 14.95 | 24.68 |
Davis Multi Cap Equity | 24.85 | 24.20 |
Loomis Sayles All Cap Growth | 24.72 | 24.11 |
Large Cap Quality Core- Global | 23.23 | 22.71 |
Loomis Sayles Large Cap Growth | 22.89 | 22.39 |
Artisan Global Opportunities | 20.64 | 19.61 |
Jensen Large Cap Quality Growth | 20.13 | 19.53 |
Johnston Asset Mgt Corp. Lrg Cp Equity | 19.60 | 18.90 |
Baillie Gifford US Equities | 19.30 | 18.57 |
Peregrine Capital Mgt Large Cap Growth | 18.71 | 18.19 |
Source: Morningstar Separate Account/CIT Fund Database
Large Growth | 5 year gross return | 5 year net return |
---|---|---|
Loomis Sayles All Cap Growth | 20.00 | 19.52 |
ClearBridge Large Cap Growth | 20.24 | 19.48 |
Loomis Sayles Large Cap Growth | 19.68 | 19.25 |
FIAM U.S. Total Market Equity | 17.54 | 18.99 |
Edgewood Mgt Lg-Cap Gr | 19.79 | 18.76 |
ClariVest Large Cap Growth | 19.03 | 18.76 |
Goldman Sachs Structured US Large Growth | 19.16 | 18.62 |
AB US Large Cap Growth Equity | 19.50 | 18.56 |
Essex Inv Mgt Research Strategy | 19.71 | 18.56 |
Martingale LargeCap Growth | 19.19 | 18.37 |
Source: Morningstar Separate Account/CIT Fund Database
Small Blend | 1 year gross return | 1 year net return |
---|---|---|
ZPR Fundamental Small Cap Value | 38.17 | 36.74 |
WellsCap Small Cap Value Equity II | 35.21 | 33.90 |
Orchard Select Small Cap Value | 31.01 | 29.74 |
Shapiro Capital Mgt Sm-Cap Val | 29.04 | 27.83 |
Perritt MicroCap Opportunities | 27.79 | 26.54 |
Federated MDT Sm-Cap Core | 26.63 | 25.40 |
Jacobs Levy Small Cap (S&P 600) | 26.01 | 24.97 |
Jacobs Levy Small Cap (Russell 2000) | 25.76 | 24.73 |
Manulife AM US Small Cap Core | 25.83 | 24.70 |
Tieton Small Cap Value | 24.28 | 23.26 |
Source: Morningstar Separate Account/CIT Fund Database
Small Blend | 5 year gross return | 5 year net return |
---|---|---|
NorthPointe Capital Micro Cap Value | 24.44 | 23.49 |
BMO Microcap Equity - Institutional - SA | 24.64 | 23.40 |
ZPR Fundamental Small Cap Value | 21.93 | 20.66 |
Federated MDT Sm-Cap Core | 21.69 | 20.50 |
Jacobs Levy Small Cap (S&P 600) | 21.24 | 20.24 |
Integrity Micro-Cap Value | 21.38 | 20.21 |
QMA US Small Cap Core Equity | 20.46 | 19.67 |
Martingale SmallCap Core | 20.72 | 19.54 |
BRC Small Cap Diversified Equity | 20.88 | 19.51 |
BMO Disciplined Small-Cap Core | 20.57 | 19.50 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Blend | 1 year gross return | 1 year net return |
---|---|---|
Martin Capital Dividend Opportunity | 22.68 | 22.25 |
Horizon Kinetics Spin-Off Index | 21.03 | 20.49 |
Chartwell Mid-Cap Value | 20.61 | 19.67 |
FIIG Small and Mid Cap Core | 19.54 | 18.67 |
Cramer Rosenthal McGlynn Mid-Cap Value | 18.42 | 17.76 |
Clarkston Capital SMID Composite | 17.74 | 17.16 |
Edge SMA Mid Cap Core Equity | 20.68 | 17.15 |
NewSouth Capital Mgt NSCM Mid-Cap Val Eq | 17.10 | 16.67 |
EARNEST SMIDV | 17.83 | 16.67 |
QMA US Mid Cap Core Equity | 17.07 | 16.44 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Blend | 5 year gross return | 5 year net return |
---|---|---|
Clarkston Capital SMID Composite | 21.26 | 20.53 |
Boston Partners Mid-Cap Value Equity | 20.11 | 19.57 |
QMA US Mid Cap Core Equity | 19.57 | 18.93 |
AT Capital Management Mid Cap Core | 19.27 | 18.86 |
Iridian Private Value/ Mid-Cap Equity | 19.42 | 18.62 |
Ariel Small/Mid Cap Value Product | 19.31 | 18.13 |
JPMorgan Md-Cap Val MA | 17.88 | 17.86 |
Triboro All Cap | 17.85 | 17.85 |
Channing Capital Mid-Cap Value | 18.28 | 17.78 |
LA Capital U.S. Mid Cap Equity | 18.51 | 17.76 |
Source: Morningstar Separate Account/CIT Fund Database
Large Blend | 1 year gross return | 1 year net return |
---|---|---|
MIS US Wide Moat Focus Sel Stock Basket | 24.17 | 22.13 |
Quantum Dividend Growth | 23.19 | 21.95 |
FIAM Focused Large Cap Growth | 15.94 | 21.30 |
BNY Mellon EB DV Dynamic U.S. Equity | 21.62 | 21.04 |
NovaPoint Capital Dividend Growth | 21.31 | 20.67 |
Franchise Partners - US Equity | 21.23 | 20.41 |
Silvercrest Large Cap Value | 21.01 | 20.11 |
Franklin Rising Dividend SMA Composite | 20.13 | 19.85 |
Davidson Inv Equity Income Strategy | 21.22 | 19.77 |
MIS Global Equity Select Stock Basket | 21.71 | 19.71 |
Source: Morningstar Separate Account/CIT Fund Database
Large Blend | 5 year gross return | 5 year net return |
---|---|---|
BNY Mellon EB DV Dynamic U.S. Equity | 21.22 | 20.64 |
Lazard U.S. Equity Concentrated | 20.43 | 19.67 |
Entrepreneur US Large Cap | 20.12 | 19.32 |
Lyrical U.S. Value Equity - CS | 20.67 | 19.20 |
Smead Capital Appreciation | 19.55 | 18.71 |
Euclid Advisory Large Cap Growth | 20.36 | 18.70 |
River Road Focused Absolute Value Comp | 19.10 | 18.23 |
JPMorgan Quantitative Enhanced Equity | 16.77 | 18.11 |
AFG 50 | 18.45 | 18.10 |
Oak Associates All Cap Core Growth | 18.96 | 18.10 |
Source: Morningstar Separate Account/CIT Fund Database
Long/Short Equity | 1 year gross return | 1 year net return |
---|---|---|
Goodwood Long/Short Equity | 24.55 | 22.71 |
Kalo Capital Em Gr with Reduced Volatil | 20.71 | 17.19 |
The Boston Energy Infrastructure MLP | 16.34 | 15.39 |
QMA US Core Equity Extended | 15.33 | 14.60 |
Confluence IDEA - Plus | 15.64 | 13.68 |
Frontier Asset Mgmt Absolute Return Plus | 13.75 | 13.30 |
CIM InvestFlex⢠U.S. Long/Short | 15.30 | 13.04 |
Taxable Frontier Asset Mgmt Abs Ret Plus | 12.04 | 11.49 |
Clothier Springs Global Hedged Plus | 11.36 | 10.67 |
Coe Capital Intrinisic Edge Plus | 14.57 | 10.52 |
Source: Morningstar Separate Account/CIT Fund Database
Long/Short Equity | 5 year gross return | 5 year net return |
---|---|---|
QMA US Core Equity Extended | 19.72 | 18.95 |
Analytic Global Long/Short Equity | 12.19 | 11.70 |
Boston Partners Research Equity Comp | 11.49 | 10.12 |
Shelton Equity Income Portfolio | 11.86 | 9.92 |
Atlas 100/30 Long Short | 10.34 | 9.43 |
Coe Capital Intrinisic Edge Plus | 12.00 | 8.91 |
Kalo Capital Em Gr with Reduced Volatil | 12.12 | 8.83 |
IRON Global Equity Plus | 9.04 | 8.44 |
Epoch Global Absolute Return | 9.51 | 8.09 |
Alger Dynamic Opportunities Composite | 9.04 | 7.75 |
Source: Morningstar Separate Account/CIT Fund Database
Leveraged Net Long | 1 year gross return | 1 year net return |
---|---|---|
LA Capital U.S. Large Cap Active Exten | 16.96 | 16.33 |
SIPCO Global Macro Portfolio | 17.71 | 16.21 |
Martingale Low Volatility Long/Short | 16.20 | 15.34 |
UBS: US Equity Opportunity Unconstrained | 14.95 | 14.05 |
Analytic Core Eq Plus (Russ1000) | 14.28 | 13.68 |
AQR Capital US Relaxed Constraint 40 | 13.78 | 13.11 |
Martingale 130/30 LargeCap Core 500 | 13.78 | 12.94 |
Martingale 130/30 LargeCap Growth | 13.20 | 12.36 |
Martingale 130/30 LargeCap Value | 13.08 | 12.24 |
JPMorgan Large Cap Core 130/30 | 12.82 | 11.88 |
Source: Morningstar Separate Account/CIT Fund Database
Leveraged Net Long | 5 year gross return | 5 year net return |
---|---|---|
Numeric Investors Amplified Core 130/30 | 22.63 | 21.43 |
AQR Capital US Relaxed Constraint 40 | 19.40 | 18.54 |
MFSˆ® Blended Rsrch - US Cor Eq Extension | 19.22 | 18.31 |
Martingale 130/30 LargeCap Growth | 19.17 | 18.29 |
Cornerstone US Equity Opportunities | 18.76 | 18.05 |
Hillsdale US 130 30 Composite | 18.77 | 17.97 |
Martingale Low Volatility Long/Short | 18.65 | 17.77 |
Glenmede Large Cap 130/30 | 18.51 | 17.64 |
Martingale 130/30 LargeCap Core 500 | 18.45 | 17.58 |
Boston Partners 130/30 Large Cap Value | 17.68 | 17.44 |
Source: Morningstar Separate Account/CIT Fund Database
Market Neutral | 1 year gross return | 1 year net return |
---|---|---|
12th Street Asset Management LP | 18.83 | 15.91 |
PanAgora Dynamic Global Market Neutral | 17.40 | 13.09 |
Cognios Enhanced Market Neutral | 12.10 | 12.56 |
PVG Loss Averse Equity Income | 13.18 | 11.68 |
Clear Stream Absolute Return Strategy | 12.11 | 11.01 |
SL Advisors Low Vol Hedged | 11.81 | 11.00 |
Swan Defined Risk Strategy | 8.98 | 8.46 |
Swan Defined Risk Strategy All Accounts | 8.69 | 8.22 |
Constantia Merger-Arbitrage | 7.52 | 6.94 |
SSI Convertible Income | 6.42 | 5.37 |
Source: Morningstar Separate Account/CIT Fund Database
Market Neutral | 5 year gross return | 5 year net return |
---|---|---|
12th Street Asset Management LP | 14.98 | 12.48 |
Copeland Risk Managed Dividend Growth | 10.62 | 9.57 |
Clear Stream Absolute Return Strategy | 9.68 | 8.60 |
Swan Defined Risk Strategy | 7.75 | 7.11 |
Swan Defined Risk Strategy All Accounts | 7.69 | 7.07 |
SL Advisors Low Vol Hedged | 7.30 | 6.74 |
PanAgora Dynamic Global Market Neutral | 7.30 | 5.90 |
PVG Loss Averse Equity Income | 4.43 | 3.15 |
Numeric Investors US Market Neutral | 4.00 | 2.97 |
SSI Convertible Income | 3.68 | 2.66 |
Source: Morningstar Separate Account/CIT Fund Database
World Stock | 1 year gross return | 1 year net return |
---|---|---|
4Thought Thematic Systematic Investing | 52.39 | 50.47 |
OFI Global Global Multi Cap Growth | 31.19 | 30.27 |
4Thought Global Thematic Accumulation | 29.96 | 28.36 |
Trilogy Emerging Markets Wealth | 23.31 | 23.02 |
Southeastern Asset Mgt Global Equity | 22.42 | 21.92 |
SGA Global Large Cap Growth Equity | 22.99 | 21.90 |
Marathon Asset Mgt Active Global Eq | 21.74 | 21.74 |
Brandes Global Small-Mid Cap Equity | 22.55 | 21.47 |
Sands Global Growth Eqty | 22.28 | 21.27 |
Baillie Gifford Long Term Global Growth | 21.92 | 21.09 |
Source: Morningstar Separate Account/CIT Fund Database
World Stock | 5 year gross return | 5 year net return |
---|---|---|
Mittleman Global Value | 20.84 | 19.08 |
Brandes Global Small-Mid Cap Equity | 18.93 | 17.79 |
Brandes Global Small Cap Eq | 18.76 | 17.71 |
Morgan Stanley Global Opportunity | 18.56 | 16.99 |
DSM Global Focus Equity | 17.77 | 16.62 |
Baillie Gifford Long Term Global Growth | 16.78 | 15.95 |
MFSˆ® Global Concentrated Eq | 16.71 | 15.74 |
Brandes Global Small-Mid Cap Equity SMA | 16.21 | 15.64 |
Copper Rock Global Small Cap | 15.98 | 15.57 |
Rockefeller Global Equity | 15.40 | 15.41 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Value | 1 year gross return | 1 year net return |
---|---|---|
GMO Resources Strategy | 26.24 | 25.40 |
ARGA International Equity Strategy | 15.38 | 14.24 |
Acadian ACW ex-U.S. Equity Composite | 15.00 | 14.14 |
T. Rowe Price Intl Concentrated Equity | 13.36 | 12.69 |
Boston Advisors International ADR SA | 13.09 | 12.58 |
Schroders QEP Global (Ex US) Value | 13.23 | 12.45 |
Acadian ADR Non-U.S. Equity Composite | 13.25 | 12.41 |
Acadian Non-U.S. Equity Composite | 13.15 | 12.32 |
Acadian Non-US ADR Eq (Model/Envestnet) | 13.96 | 12.24 |
Pictet EAFE Equity | 12.68 | 12.11 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Value | 5 year gross return | 5 year net return |
---|---|---|
Acadian ADR Non-U.S. Equity Composite | 15.15 | 14.29 |
T. Rowe Price Intl Concentrated Equity | 11.48 | 10.79 |
Acadian Non-US ADR Eq (Model/Envestnet) | 12.53 | 10.77 |
BMO Disciplined International Equity | 11.27 | 10.41 |
TSW International Equity | 10.79 | 10.39 |
Systematic International Equity | 11.31 | 10.34 |
Acadian Non-U.S. Equity Composite | 10.81 | 9.98 |
ClariVest International Core | 10.47 | 9.62 |
Pzena Intl (ex-U.S.) Expanded Value | 9.92 | 9.57 |
Pzena International(ex-U.S.)FocusedValue | 10.24 | 9.50 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Blend | 1 year gross return | 1 year net return |
---|---|---|
MFSˆ® International Val Eq | 17.31 | 16.46 |
SGA International Large Cap Equity | 16.02 | 14.89 |
Altrinsic International Equity | 15.23 | 14.26 |
Herzfeld Foreign Closed-End | 15.19 | 14.11 |
SGA International Large Cap ADR | 14.83 | 13.76 |
Fiduciary Mgt of Milwaukee Intl Comp | 14.13 | 13.44 |
Tocqueville Asset Mgt Intl Multi Cap Eq | 14.29 | 13.28 |
Herndon Capital Large Cap Core Intl ACWI | 13.61 | 13.02 |
Lazard International Equity Conc. | 13.99 | 12.80 |
SGA International All Cap Equity | 13.76 | 12.65 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Blend | 5 year gross return | 5 year net return |
---|---|---|
Fiduciary Mgt of Milwaukee Intl Comp | 14.60 | 13.77 |
SGA International Large Cap ADR | 14.35 | 13.27 |
MFSˆ® International Val Eq | 14.01 | 13.16 |
Polaris Capital Mgt Polaris Intl Eq | 13.29 | 12.63 |
Artisan Non-U.S. Value | 13.33 | 12.29 |
SGA International All Cap Equity | 13.26 | 12.14 |
SGA International Large Cap Equity | 13.18 | 12.07 |
Navigator International Equity ADR | 12.16 | 10.95 |
WellsCap EverKey Focused Global Equity | 11.55 | 10.45 |
HGK International Equity | 11.38 | 10.40 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Growth | 1 year gross return | 1 year net return |
---|---|---|
All Cap Quality Core- Intl. (ex.US) | 22.65 | 22.20 |
MCM International Equity | 22.52 | 21.21 |
Burgundy EAFE Composite | 20.77 | 19.88 |
Harding Loevner EAFE Equity | 20.07 | 19.37 |
Dorsey Wright Sys Reltv Strength Intl | 20.24 | 18.49 |
Harding Loevner Intl Eq | 19.02 | 18.25 |
SGA International Growth | 18.36 | 17.19 |
William Blair International Leaders | 18.08 | 17.14 |
Baillie Gifford EAFE Plus Alpha Equities | 17.36 | 16.69 |
Baillie Gifford ACWI ex US Focus Eq | 17.31 | 16.68 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Growth | 5 year gross return | 5 year net return |
---|---|---|
Dorsey Wright Sys Reltv Strength Intl | 20.42 | 18.53 |
Wellington International Quality Growth | 15.20 | 14.35 |
Burgundy EAFE Composite | 13.73 | 12.87 |
Financial Trust Intl ValueMomentum | 13.93 | 12.52 |
Morgan Stanley International Opportunity | 13.72 | 12.44 |
Morgan Stanley International Advantage | 13.70 | 12.26 |
Lazard Intl Strategic Eq (ACW ex-U.S.) | 12.80 | 12.10 |
Brown Capital International Equity Svc | 12.56 | 11.82 |
Wellington Global Dividend Growth | 12.58 | 11.74 |
WCM Inv Mgt Focused Growth Intl | 12.29 | 11.52 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Small/Mid Value | 1 year gross return | 1 year net return |
---|---|---|
Kopernik Global All Cap | 51.33 | 50.30 |
Validea International Value | 25.09 | 23.05 |
Acadian Non-U.S. Small-Cap Equity Compst | 15.83 | 14.97 |
Wellington Intl Contrarian Value | 15.72 | 14.75 |
First Eagle International Value Equity | 15.50 | 14.64 |
GlobeFlex International Micro Cap Cmpst | 15.15 | 14.12 |
WellsCap Special Intl Small Cap Equity | 15.23 | 14.09 |
SB&H International Small Cap | 13.84 | 13.08 |
Brandes International Small Cap Eq | 12.85 | 11.86 |
LSV Asset Mgt Intl Sm-Cap Val Eq | 12.66 | 11.54 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Small/Mid Value | 5 year gross return | 5 year net return |
---|---|---|
LMCG Int'l Sm Cap Eq | 14.95 | 13.87 |
SB&H International Small Cap | 14.15 | 13.59 |
QMA International Small Cap Equity | 14.47 | 13.51 |
Acadian Non-U.S. Small-Cap Equity Compst | 13.79 | 12.95 |
The Boston International Small Cap Eq | 13.75 | 12.72 |
Wellington Intl Contrarian Value | 13.65 | 12.69 |
Brandes International Small Cap Eq | 13.51 | 12.54 |
GlobeFlex International Micro Cap Cmpst | 13.54 | 12.53 |
Brandes International Sm-Mid Cap Equity | 13.70 | 12.53 |
RBC International Equity Fund | 13.09 | 12.05 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Small/Mid Growth | 1 year gross return | 1 year net return |
---|---|---|
Wasatch Int'l Micro Cap Composite | 25.53 | 23.28 |
Expedition Intl Micro Cap Comp | 23.86 | 22.01 |
EAM International Micro Cap | 23.26 | 21.43 |
Brown Capital Intl Small Company Service | 21.73 | 21.29 |
Southeastern Asset Mgt Intl Eq | 21.15 | 20.17 |
Axiom Int. Small Cap Equity Composite | 19.23 | 18.10 |
Expedition Intl SMID Cap Comp | 17.74 | 16.63 |
Global Equity - Small Cap | 17.77 | 16.59 |
TimesSquare International Small Cap | 16.05 | 14.92 |
T. Rowe Price International Small-Cap Eq | 15.08 | 14.01 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Small/Mid Growth | 5 year gross return | 5 year net return |
---|---|---|
Oberweis Intl Opportunities | 21.29 | 20.15 |
Expedition Intl Micro Cap Comp | 18.66 | 17.10 |
EAM International Small Cap | 18.15 | 17.01 |
OFI Global International Small-Mid Cap | 18.00 | 16.99 |
Wasatch Int'l Micro Cap Composite | 17.65 | 15.43 |
Baring International Small Cap Equity | 16.39 | 15.43 |
Wasatch Intâl Small Cap Growth Composite | 15.28 | 14.04 |
T. Rowe Price International Small-Cap Eq | 14.38 | 13.31 |
American Century Non-U.S. Small Cap | 14.22 | 13.23 |
Granahan International Small Cap | 14.74 | 13.02 |
Source: Morningstar Separate Account/CIT Fund Database
Latin America Stock | 1 year gross return | 1 year net return |
---|---|---|
Latin American Equity | 38.36 | 36.97 |
T. Rowe Price Latin America Equity | 37.99 | 36.87 |
Financial Trust Latin Value Momentum | 32.35 | 30.72 |
Morgan Stanley Latin America Equity | 28.92 | 28.43 |
Ashmore Latin America Small Cap Equity | 23.63 | 21.68 |
Source: Morningstar Separate Account/CIT Fund Database
Latin America Stock | 5 year gross return | 5 year net return |
---|---|---|
Financial Trust Latin Value Momentum | 11.81 | 10.42 |
Latin American Equity | -0.19 | -1.25 |
Morgan Stanley Latin America Equity | -2.05 | -2.41 |
T. Rowe Price Latin America Equity | -1.75 | -2.59 |
Ashmore Latin America Small Cap Equity | -2.65 | -4.18 |
Source: Morningstar Separate Account/CIT Fund Database
Europe Stock | 1 year gross return | 1 year net return |
---|---|---|
Pictet Asset Mgt Eastern European Equity | 18.80 | 17.86 |
Burgundy European Equity Composite | 15.05 | 13.92 |
Baillie Gifford Europe ex-UK Equities | 13.04 | 12.31 |
Acadian European Equity Composite | 12.49 | 11.67 |
T. Rowe Price Europe Smaller Comp Equity | 11.31 | 10.49 |
Wellington Strategic European Equity | 9.73 | 8.91 |
FIAM Europe Growth Composite | -0.55 | 8.21 |
Champion CR Glb Mac Intl Diver-Panoptic | 9.57 | 7.93 |
Baillie Gifford Pan-European Equities | 8.50 | 7.79 |
Pictet Small Cap European Core Comp | 7.79 | 7.03 |
Source: Morningstar Separate Account/CIT Fund Database
Europe Stock | 5 year gross return | 5 year net return |
---|---|---|
Numeric Investors Europe Core | 17.16 | 16.33 |
T. Rowe Price Europe Smaller Comp Equity | 16.45 | 15.59 |
INTECH European Large Cap Core | 15.74 | 15.13 |
Pictet Small Cap European Core Comp | 15.10 | 14.30 |
LA Capital Europe Equity | 14.41 | 13.67 |
Wellington Strategic European Equity | 14.16 | 13.32 |
Burgundy European Equity Composite | 13.70 | 12.59 |
Baillie Gifford Europe ex-UK Equities | 13.25 | 12.52 |
Acadian European Equity Composite | 12.96 | 12.12 |
International Tortue Capital | 13.02 | 11.94 |
Source: Morningstar Separate Account/CIT Fund Database
Japan Stock | 1 year gross return | 1 year net return |
---|---|---|
Burgundy Asian (All Cap) Composite | 30.49 | 29.22 |
Burgundy Focus Asian Composite | 27.79 | 26.85 |
T. Rowe Price Japan Equity | 27.32 | 26.60 |
Japanese Equity | 24.67 | 23.89 |
Baillie Gifford Japanese All Cap | 22.42 | 21.66 |
Baillie Gifford Japan Growth | 21.19 | 20.48 |
DaiwaSB Japan Eq Small Cap GARP | 21.05 | 20.22 |
Brandes Japan Equity | 20.66 | 19.67 |
DaiwaSB Japan Eq MidSm Cap GARP | 18.88 | 18.07 |
MFSˆ® Japan Equity | 17.07 | 16.32 |
Source: Morningstar Separate Account/CIT Fund Database
Japan Stock | 5 year gross return | 5 year net return |
---|---|---|
DaiwaSB Japan Eq MidSm Cap GARP | 14.96 | 14.16 |
Burgundy Asian (All Cap) Composite | 14.47 | 13.33 |
Burgundy Focus Asian Composite | 13.83 | 12.98 |
DaiwaSB Japan Eq Small Cap GARP | 12.91 | 12.19 |
Baillie Gifford Japanese All Cap | 12.87 | 12.16 |
T. Rowe Price Japan Equity | 12.72 | 12.06 |
Japanese Equity | 11.53 | 10.71 |
Baillie Gifford Japan Growth | 10.22 | 9.51 |
Acadian Japanese Equity Composite | 9.96 | 9.15 |
Brandes Japan Equity | 10.02 | 9.14 |
Source: Morningstar Separate Account/CIT Fund Database
Pacific/Asia ex-Japan Stk | 1 year gross return | 1 year net return |
---|---|---|
FIIG Asia ex-Japan Equity | 21.37 | 19.78 |
MFSˆ® Asia Pacific ex Japan | 20.33 | 19.44 |
Investec 4Factor Asia Pacific ex Jap Eq | 20.21 | 19.44 |
Brandes Asia Pacific ex-Japan Equity | 19.58 | 18.47 |
MFSˆ® Asia ex Japan Equity | 19.16 | 18.35 |
Havenport (Developed Asia) - Composite | 19.16 | 18.32 |
Newton Asia Pacific Ex Japan Equity | 18.53 | 17.76 |
T. Rowe Price Asia ex-Japan Equity | 17.99 | 17.00 |
Morgan Stanley Asia Equity | 15.75 | 15.50 |
Morgan Stanley Asia Pacific Equity | 16.35 | 15.29 |
Source: Morningstar Separate Account/CIT Fund Database
Pacific/Asia ex-Japan Stk | 5 year gross return | 5 year net return |
---|---|---|
Brandes Asia Pacific ex-Japan Equity | 11.86 | 10.72 |
Baillie Gifford Asia ex Japan Equities | 10.07 | 9.33 |
Investec 4Factor Asia Pacific ex Jap Eq | 8.83 | 8.11 |
Morgan Stanley Asia Equity | 8.09 | 7.83 |
PGI Asia ex-Japan Equity | 8.14 | 7.59 |
T. Rowe Price Asia ex-Japan Equity | 8.29 | 7.39 |
MFSˆ® Asia Pacific ex Japan | 8.09 | 7.29 |
Allianz Total Return Asia Equity | 9.10 | 7.07 |
Morgan Stanley Asia Pacific Equity | 7.80 | 7.04 |
MFSˆ® Asia ex Japan Equity | 7.74 | 6.94 |
Source: Morningstar Separate Account/CIT Fund Database
Diversified Pacific/Asia | 1 year gross return | 1 year net return |
---|---|---|
Denver Inv Concentrated Intl Small-Cap | 20.77 | 19.29 |
Denver Inv International Small-Cap | 19.76 | 18.30 |
GAM Asia-Pacific Equity | 14.93 | 14.46 |
Sit Inv Pac Basin | 15.02 | 14.00 |
Templeton Asia Pacific Eq | 14.21 | 13.50 |
WellsCap SF Global Asia Pacific Equity | 13.92 | 13.03 |
Accuvest Asian Advantage | 6.47 | 5.87 |
John Hsu Capital Intl Top-Down Eq | 6.41 | 5.50 |
ZPR All Asian | 5.96 | 4.66 |
Laffer Investments Glbl Equity Composite | 5.19 | 4.25 |
Source: Morningstar Separate Account/CIT Fund Database
Diversified Pacific/Asia | 5 year gross return | 5 year net return |
---|---|---|
Horizon Asia Institutional | 12.84 | 11.71 |
ZPR All Asian | 12.82 | 11.34 |
WellsCap SF Global Asia Pacific Equity | 10.76 | 9.88 |
Denver Inv Concentrated Intl Small-Cap | 9.21 | 7.87 |
Templeton Asia Pacific Eq | 8.01 | 7.45 |
Laffer Investments Glbl Equity Composite | 8.21 | 7.24 |
Denver Inv International Small-Cap | 8.51 | 7.15 |
John Hsu Capital Intl Top-Down Eq | 7.77 | 6.91 |
Sit Inv Pac Basin | 7.64 | 6.68 |
Accuvest Asian Advantage | 6.77 | 6.41 |
Source: Morningstar Separate Account/CIT Fund Database
Diversified Emerging Mkts | 1 year gross return | 1 year net return |
---|---|---|
Lazard Emerging Markets Eq Select ADR | 31.05 | 30.09 |
FIAM Emerging Markets All Cap | 18.67 | 30.06 |
Delaware Emerging Markets | 31.08 | 29.85 |
Brandes Emerging Markets Equity | 30.53 | 29.54 |
Lazard Dev Mkts Eq Select ADR/GDR (Qual) | 29.99 | 28.85 |
Lazard Developing Mkts Eq Select ADR SMA | 32.59 | 28.61 |
Artisan Emerging Markets | 29.40 | 28.07 |
Templeton Emg Mkts Eq | 28.27 | 27.11 |
PIMCO RAE Fundamental PLUS EMG | 28.14 | 26.68 |
Artisan Developing World Composite | 27.38 | 26.07 |
Source: Morningstar Separate Account/CIT Fund Database
Diversified Emerging Mkts | 5 year gross return | 5 year net return |
---|---|---|
Ashmore EM Middle East Equity | 13.86 | 12.12 |
Numeric Investors Emerging Markets Alpha | 12.56 | 11.34 |
Financial Trust Asia ValueMomentum | 12.68 | 11.29 |
Acadian Frontier Markets Equity Compst | 11.56 | 9.92 |
Ashmore EM Frontier Markets Equity | 10.92 | 9.40 |
FIAM Emerging Markets All Cap | 7.36 | 9.34 |
Templeton Emerg Markts SmlCap Composite | 10.45 | 9.10 |
Morgan Stanley Frontier Emerging Markets | 11.02 | 8.96 |
Baron Emerging Markets Strategy | 9.52 | 8.84 |
McKinley Capital Emerging Markets Growth | 8.52 | 8.51 |
Source: Morningstar Separate Account/CIT Fund Database
Global Real Estate | 1 year gross return | 1 year net return |
---|---|---|
Financial Trust Global REIT | 26.19 | 24.63 |
Morgan Stanley Glbl Infrastructure Sec | 22.31 | 21.04 |
Global REIT Income Preference | 19.92 | 19.13 |
LaSalle Core GRES | 18.48 | 17.66 |
Heitman Global Diversified Rental | 17.74 | 17.05 |
Northern Trust Global REIT | 16.23 | 15.94 |
Global Real Estate Securities | 16.34 | 15.70 |
AB Global Real Estate Securities | 16.44 | 15.64 |
Gbl Rl Estate Secs Alpha | 16.40 | 15.53 |
Cohen & Steers Global Real Estate Secs | 15.86 | 15.41 |
Source: Morningstar Separate Account/CIT Fund Database
Global Real Estate | 5 year gross return | 5 year net return |
---|---|---|
Global REIT Income Preference | 15.67 | 14.95 |
Gbl Rl Estate Secs Alpha | 15.74 | 14.88 |
Third Avenue Real Estate Value Equity | 15.66 | 14.37 |
Heitman Global Diversified Rental | 15.01 | 14.34 |
Duff&Phelps Glbl Real Estate Securities | 14.95 | 14.04 |
PGI Global Real Estate Securities | 14.64 | 14.04 |
Adelante Global Strategy Composite | 14.42 | 13.69 |
Heitman Global Diversified Developed | 13.91 | 13.58 |
Financial Trust Global REIT | 14.95 | 13.53 |
AB Global Real Estate Securities | 14.32 | 13.53 |
Source: Morningstar Separate Account/CIT Fund Database
World Bond | 1 year gross return | 1 year net return |
---|---|---|
Newfleet Global Multi-Sector Income Comp | 18.31 | 16.73 |
Logan Circle International Fixed Income | 15.88 | 15.44 |
Stone Harbor Global High Yield 50/50 | 15.61 | 15.21 |
Stone Harbor Glbl High Yield Comp 70/30 | 13.58 | 13.14 |
AB Global ex-US Plus FI | 13.10 | 12.54 |
UBS: Global (ex-US) Bond | 12.21 | 11.79 |
Federated NonUS FI (Unhedged) Comp | 12.17 | 11.67 |
Brandywine Global Opportun Fxd Inc | 11.99 | 11.50 |
Baring International Fixed Income | 11.47 | 10.89 |
WellsCap FIA International Fixed Income | 11.36 | 10.86 |
Source: Morningstar Separate Account/CIT Fund Database
World Bond | 5 year gross return | 5 year net return |
---|---|---|
GMO Currency Hedged Intâl Bond Strategy | 7.92 | 7.48 |
Stone Harbor Glbl High Yield Comp 70/30 | 7.55 | 7.11 |
Stone Harbor Global High Yield 50/50 | 7.44 | 7.03 |
Goldman Sachs European Fix-Inc (Eur Agg) | 7.08 | 6.79 |
PIMCO Non US Hedged | 7.23 | 6.71 |
OFI Global Cat Bond | 7.80 | 6.25 |
Standish Euro Core Plus Fixed Income | 6.45 | 6.23 |
Oaktree European Senior Loans | 6.93 | 6.23 |
FFTW Global Investment Grade Bonds | 6.30 | 6.03 |
Standish European Inv Grade Corp | 6.21 | 5.90 |
Source: Morningstar Separate Account/CIT Fund Database
High Yield Bond | 1 year gross return | 1 year net return |
---|---|---|
SMHCA High Income Wrapped Fee | 26.42 | 24.97 |
Capital Group Global High Yield FI Comp | 15.61 | 14.81 |
NCRAM Hi Yld Tol Ret Instl (HYTRIC) | 15.26 | 14.70 |
Ryan Labs High Yield | 14.55 | 14.20 |
T. Rowe Price Global High Income Bd | 14.69 | 14.12 |
MacKay Select High Yield Composite | 14.64 | 14.07 |
Franklin US High Yld Institutional Comp | 14.02 | 13.64 |
Logan Circle High Yield | 13.92 | 13.36 |
Logan Circle High Yield Mid Grade | 13.72 | 13.17 |
PineBridge US High Yield Bond Composite | 13.11 | 12.60 |
Source: Morningstar Separate Account/CIT Fund Database
High Yield Bond | 5 year gross return | 5 year net return |
---|---|---|
NCRAM Hi Yld Tol Ret Instl (HYTRIC) | 11.32 | 10.78 |
Federated Opportunistic High Yield Comp | 11.28 | 10.73 |
TCW Opportunistic MBS | 11.08 | 10.30 |
Oaktree European High Yield Bonds | 10.54 | 10.00 |
Strategic Income Mmgt SiM High Yld Instl | 10.08 | 9.62 |
Franklin European High Yield Composite | 10.26 | 9.61 |
PGI Global High Yield | 9.98 | 9.23 |
Lord Abbett High Yield Opportunistic | 10.22 | 9.22 |
Manulife AM US High Yield Fixed Income | 9.74 | 9.19 |
DCM High Yield | 9.63 | 9.09 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate Government | 1 year gross return | 1 year net return |
---|---|---|
Federated Govt Credit w MAPS MA | 7.91 | 6.33 |
Federated Govt Credit no MAPS MA | 6.99 | 5.44 |
Semper Active Mortgage-Backed Securities | 5.45 | 5.17 |
Delaware Aggregate Dur US Govt (SMA) | 4.50 | 4.50 |
Ryan Labs LDI Interm Duration 3-5 | 4.51 | 4.12 |
Great Lakes Core Govmt Only Fix-Inc | 4.19 | 4.09 |
MFS US Government Fixed Income | 4.39 | 4.09 |
Chicago Equity Core Fix-Inc | 4.32 | 4.06 |
Northern Trust Government Index | 4.03 | 3.88 |
Amalgamated Bank Intermediate Duration | 4.11 | 3.85 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate Government | 5 year gross return | 5 year net return |
---|---|---|
Semper Active Mortgage-Backed Securities | 6.43 | 6.08 |
Columbia US Government Mortgage | 4.21 | 3.81 |
TCW Index Plus MBS | 4.02 | 3.81 |
CNR Intermediate Fixed Income Taxable | 3.35 | 2.86 |
Federated Govt Credit w MAPS MA | 4.37 | 2.83 |
RBC Access Capital Community Invmt | 3.27 | 2.81 |
M.D. Sass Core Fix-Inc | 3.02 | 2.74 |
FIAM Mortgage-Backed Securities | 3.02 | 2.74 |
Smith Breeden Mortgage Index Plus | 2.98 | 2.62 |
Delaware Aggregate Dur US Govt (SMA) | 2.48 | 2.48 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Herzfeld Taxable Closed-End Bond | 15.46 | 14.60 |
PIMCO Diversified Income | 14.24 | 13.46 |
Morgan Stanley Core Plus Fix-Inc | 12.13 | 11.42 |
Karpus Taxable Fixed Income | 11.72 | 10.87 |
Logan Circle Multi-Sector Fixed Income | 10.72 | 10.30 |
Seix Corporate Bond Mgmt | 10.24 | 9.91 |
PIMCO Global Invstm Grade Corporate | 10.10 | 9.61 |
EARNEST Fixed Income Long Duration | 9.51 | 9.13 |
Flaherty & Crumrine Separate Mgd Account | 9.46 | 8.94 |
Loomis Sayles Core Plus | 9.10 | 8.79 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Flaherty & Crumrine Separate Mgd Account | 10.09 | 9.56 |
Spectrum Preferred Securities | 9.55 | 9.28 |
Herzfeld Taxable Closed-End Bond | 8.20 | 7.22 |
PIMCO Diversified Income | 7.49 | 6.75 |
PIMCO Global Invstm Grade Corporate | 6.97 | 6.47 |
ClearArc Capital Strategic Income Plus | 6.65 | 6.19 |
Manulife AM US Core Plus Fixed Income | 6.34 | 6.02 |
WellsCap Premier Income I | 6.10 | 5.76 |
Loomis Sayles Core Plus Full Discretion | 6.01 | 5.71 |
Morgan Stanley Core Plus Fix-Inc | 6.23 | 5.57 |
Source: Morningstar Separate Account/CIT Fund Database
Short Government | 1 year gross return | 1 year net return |
---|---|---|
Capital Group PCS Core Bond Composite | 3.84 | 3.33 |
Sit Inv Short Dur Strat | 3.10 | 2.68 |
M.D. Sass 3-Year FI | 2.82 | 2.45 |
JPMorgan Interm Govt Bond Style | 2.61 | 2.30 |
PNC Cap Adv Intermediate U.S. Governemnt | 2.52 | 2.26 |
Wellington Short Bond | 2.30 | 2.07 |
Federated Short-Inter. US Govt FI Comp | 2.27 | 1.92 |
MPI Inv Mgt US Fix-Inc | 2.43 | 1.87 |
Destinations Consv Gov't Focused | 2.10 | 1.85 |
Garcia Hamilton Fix-Inc Short Dur | 1.85 | 1.72 |
Source: Morningstar Separate Account/CIT Fund Database
Short Government | 5 year gross return | 5 year net return |
---|---|---|
Sit Inv Short Dur Strat | 2.99 | 2.58 |
M.D. Sass 3-Year FI | 2.35 | 2.00 |
Capital Group PCS Core Bond Composite | 2.50 | 1.79 |
JPMorgan Interm Govt Bond Style | 1.96 | 1.69 |
Wellington Short Bond | 1.77 | 1.60 |
Garcia Hamilton Fix-Inc Short Dur | 1.49 | 1.36 |
PNC Cap Adv Intermediate U.S. Governemnt | 1.59 | 1.34 |
M.D. Sass 2-Year FI | 1.59 | 1.33 |
Madison Interm Government Bond SA | 1.25 | 1.23 |
MPI Inv Mgt US Fix-Inc | 1.69 | 1.18 |
Source: Morningstar Separate Account/CIT Fund Database
Short-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Waddell & Reed Core Fixed Income | 7.08 | 6.51 |
Ryan Labs Government/Credit | 6.09 | 5.77 |
Newfleet Multi-Sector Short Dur Cpst | 5.94 | 5.44 |
Dodge & Cox Intermediate FI Composite | 5.74 | 5.42 |
DT Intermediate Fixed Income | 5.91 | 5.30 |
SFS Quant Phase 2 Intermediate | 5.70 | 5.07 |
Alpha Bonds Strategy | 7.11 | 4.99 |
Post Limited Term High Yield Comp | 5.40 | 4.72 |
WellsCap Intermediate Premier FI | 4.88 | 4.56 |
Highland Capital Intermediate Fixed Inc | 4.93 | 4.54 |
Source: Morningstar Separate Account/CIT Fund Database
Short-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
McDonnell 1-3 Year Gov Credit Bond | 0.92 | 75.95 |
Post Limited Term High Yield Comp | 6.43 | 5.75 |
Alpha Bonds Strategy | 6.77 | 4.67 |
TCW Strategic Income | 6.37 | 4.62 |
Newfleet Multi-Sector Short Dur Cpst | 4.99 | 4.49 |
WellsCap Intermediate Premier FI | 4.40 | 4.07 |
Advisors Capital Mgt Fixed Income | 4.44 | 3.82 |
Goldman Sachs Opportunistic Fixed Income | 4.38 | 3.73 |
Dodge & Cox Intermediate FI Composite | 4.04 | 3.70 |
Thornburg Limited Term Income Strategy | 4.08 | 3.68 |
Source: Morningstar Separate Account/CIT Fund Database
Ultrashort Bond | 1 year gross return | 1 year net return |
---|---|---|
TCW Alpha Trak | 20.31 | 19.12 |
FIAM Leveraged Loan Composite | 5.76 | 5.23 |
FFTW Mortgage Alpha | 4.73 | 4.20 |
First Quadrant Tact Curr Alloc L/S USD | 3.92 | 3.61 |
Federated Alternative BearGlobal FI Comp | 4.15 | 2.58 |
PIMCO Short Term | 2.91 | 2.51 |
Calvert Ultra-Short Income Strategy | 2.57 | 2.33 |
Pioneer Multi-Asset Ultrashort Income | 2.20 | 1.94 |
Federated Active Cash Broad FI Composite | 1.82 | 1.56 |
Payden & Rygel Enhanced Cash Long | 1.69 | 1.53 |
Source: Morningstar Separate Account/CIT Fund Database
Ultrashort Bond | 5 year gross return | 5 year net return |
---|---|---|
TCW Alpha Trak | 18.25 | 17.93 |
FIAM Leveraged Loan Composite | 6.76 | 6.23 |
FFTW Mortgage Alpha | 4.89 | 4.39 |
Calvert Ultra-Short Income Strategy | 2.05 | 1.82 |
Pioneer Multi-Asset Ultrashort Income | 2.14 | 1.73 |
PIMCO Short Term | 2.04 | 1.63 |
First Quadrant Tact Curr Alloc L/S USD | 1.55 | 1.33 |
TCW Ultra Short | 1.53 | 1.33 |
Federated Active Cash Broad FI Composite | 1.49 | 1.19 |
Payden & Rygel Enhanced Cash Long | 1.24 | 1.05 |
Source: Morningstar Separate Account/CIT Fund Database
Long Government | 1 year gross return | 1 year net return |
---|---|---|
NISA 15+ STRIPS Fixed Income Composite | 19.21 | 18.95 |
NISA Long Dur Govt Only Consolidated | 16.12 | 15.78 |
JPMorgan Long Govt/Credit Plus | 15.46 | 15.11 |
JPMorgan Long Govt/Credit(Corporate-Foc) | 15.14 | 14.86 |
Hoisington Inv Mgt Macroeconomic FI Comp | 15.06 | 14.82 |
Hillswick Long Duration Government | 15.10 | 14.73 |
Camden Long Duration (US Corporate) Comp | 14.49 | 14.06 |
PIMCO Long Duration Treasury | 13.61 | 13.06 |
TCW Long Duration Gov | 11.89 | 11.76 |
JKMAM Active Aggregate | 5.16 | 5.03 |
Source: Morningstar Separate Account/CIT Fund Database
Long Government | 5 year gross return | 5 year net return |
---|---|---|
NISA 15+ STRIPS Fixed Income Composite | 7.41 | 7.17 |
JPMorgan Long Govt/Credit(Corporate-Foc) | 6.73 | 6.47 |
JPMorgan Long Govt/Credit Plus | 6.87 | 6.28 |
Hillswick Long Duration Government | 6.42 | 6.12 |
Hoisington Inv Mgt Macroeconomic FI Comp | 6.29 | 6.06 |
NISA Long Dur Govt Only Consolidated | 6.24 | 5.98 |
PIMCO Long Duration Treasury | 5.93 | 5.43 |
TCW Long Duration Gov | 4.77 | 4.65 |
SSgA Long U.S. Govt Bond Index Strategy | 5.45 | 3.78 |
JKMAM Active Aggregate | 3.27 | 3.10 |
Source: Morningstar Separate Account/CIT Fund Database
Long-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
PIMCO Long Term Bond - Long Credit | 18.16 | 17.83 |
Reams Long Duration Fixed Income | 17.39 | 17.25 |
Dodge & Cox Long Duration FI Composite | 17.02 | 16.62 |
PIMCO Long Term Bond Full Authority | 16.85 | 16.58 |
Baird Advisors Long Govt Credit Bond | 16.65 | 16.49 |
Loomis Sayles Long Duration Credit | 16.69 | 16.41 |
FIAM Long Corporate Composite | 14.86 | 16.37 |
Capital Group Long Dur Govnmt/Credit | 16.66 | 16.32 |
Ryan Labs Long-Credit | 16.60 | 16.25 |
Loomis Sayles Long Dur Government/Credit | 16.42 | 16.15 |
Source: Morningstar Separate Account/CIT Fund Database
Long-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
PIMCO Long Term Bond - Long Credit | 9.33 | 9.01 |
Schroders Value Long Duration | 8.79 | 8.58 |
TCW Long Duration Credit | 0.00 | 8.47 |
Logan Circle Long Duration | 8.41 | 8.07 |
Dodge & Cox Long Duration FI Composite | 8.33 | 7.92 |
FIAM Long Corporate Composite | 7.73 | 7.78 |
Reams Long Duration Fixed Income | 7.94 | 7.77 |
Ryan Labs Long-Credit | 7.87 | 7.55 |
PIMCO Long Term Bond Full Authority | 7.81 | 7.54 |
Guggenheim Absolute Return Strategic | 8.62 | 7.53 |
Source: Morningstar Separate Account/CIT Fund Database
Multisector Bond | 1 year gross return | 1 year net return |
---|---|---|
First Trust Taxable Closed End Fund | 17.04 | 15.37 |
SMHCA Diversified Income Wrapped Fee | 13.83 | 12.28 |
Eaton Vance Multi-Sector Bond | 12.64 | 12.07 |
Foy SELECTOR Income | 14.06 | 11.89 |
BW Global Multi-Sector Income (fka GITR) | 12.53 | 11.51 |
FIAM Tactical Bond | 8.60 | 11.36 |
BlackRock Target Income Aggressive ETF | 11.27 | 11.27 |
Federated Strategic Multi-Sector FI Comp | 10.98 | 10.59 |
Newfleet Multi-Sector Opportunistic Cpst | 11.12 | 10.52 |
Loomis Sayles Multi-Sector Full Discretn | 10.55 | 10.19 |
Source: Morningstar Separate Account/CIT Fund Database
Multisector Bond | 5 year gross return | 5 year net return |
---|---|---|
PIMCO Income Composite | 9.36 | 8.82 |
TCW Securitized Opportunities | 8.29 | 7.22 |
Loomis Sayles Multi-Sector Full Discretn | 7.53 | 7.19 |
TCW Unconstrained Fixed Income | 7.35 | 6.84 |
FIAM Tactical Bond | 6.64 | 6.83 |
Newfleet Multi-Sector Opportunistic Cpst | 7.16 | 6.58 |
First Trust Taxable Closed End Fund | 8.24 | 6.57 |
Manulife AM Strategic Fixed Income Opp | 7.00 | 6.57 |
Thornburg Multisector Opportunistic Stra | 6.98 | 6.26 |
RSA Unconstrained Bond Strategy | 6.76 | 6.23 |
Source: Morningstar Separate Account/CIT Fund Database
High Yield Bond | 1 year gross return | 1 year net return |
---|---|---|
SMHCA High Income Wrapped Fee | 26.42 | 24.97 |
Capital Group Global High Yield FI Comp | 15.61 | 14.81 |
NCRAM Hi Yld Tol Ret Instl (HYTRIC) | 15.26 | 14.70 |
Ryan Labs High Yield | 14.55 | 14.20 |
T. Rowe Price Global High Income Bd | 14.69 | 14.12 |
MacKay Select High Yield Composite | 14.64 | 14.07 |
Franklin US High Yld Institutional Comp | 14.02 | 13.64 |
Logan Circle High Yield | 13.92 | 13.36 |
Logan Circle High Yield Mid Grade | 13.72 | 13.17 |
PineBridge US High Yield Bond Composite | 13.11 | 12.60 |
Source: Morningstar Separate Account/CIT Fund Database
High Yield Bond | 5 year gross return | 5 year net return |
---|---|---|
NCRAM Hi Yld Tol Ret Instl (HYTRIC) | 11.32 | 10.78 |
Federated Opportunistic High Yield Comp | 11.28 | 10.73 |
TCW Opportunistic MBS | 11.08 | 10.30 |
Oaktree European High Yield Bonds | 10.54 | 10.00 |
Strategic Income Mmgt SiM High Yld Instl | 10.08 | 9.62 |
Franklin European High Yield Composite | 10.26 | 9.61 |
PGI Global High Yield | 9.98 | 9.23 |
Lord Abbett High Yield Opportunistic | 10.22 | 9.22 |
Manulife AM US High Yield Fixed Income | 9.74 | 9.19 |
DCM High Yield | 9.63 | 9.09 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate Government | 1 year gross return | 1 year net return |
---|---|---|
Federated Govt Credit w MAPS MA | 7.91 | 6.33 |
Federated Govt Credit no MAPS MA | 6.99 | 5.44 |
Semper Active Mortgage-Backed Securities | 5.45 | 5.17 |
Delaware Aggregate Dur US Govt (SMA) | 4.50 | 4.50 |
Ryan Labs LDI Interm Duration 3-5 | 4.51 | 4.12 |
Great Lakes Core Govmt Only Fix-Inc | 4.19 | 4.09 |
MFS US Government Fixed Income | 4.39 | 4.09 |
Chicago Equity Core Fix-Inc | 4.32 | 4.06 |
Northern Trust Government Index | 4.03 | 3.88 |
Amalgamated Bank Intermediate Duration | 4.11 | 3.85 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate Government | 5 year gross return | 5 year net return |
---|---|---|
Semper Active Mortgage-Backed Securities | 6.43 | 6.08 |
Columbia US Government Mortgage | 4.21 | 3.81 |
TCW Index Plus MBS | 4.02 | 3.81 |
CNR Intermediate Fixed Income Taxable | 3.35 | 2.86 |
Federated Govt Credit w MAPS MA | 4.37 | 2.83 |
RBC Access Capital Community Invmt | 3.27 | 2.81 |
M.D. Sass Core Fix-Inc | 3.02 | 2.74 |
FIAM Mortgage-Backed Securities | 3.02 | 2.74 |
Smith Breeden Mortgage Index Plus | 2.98 | 2.62 |
Delaware Aggregate Dur US Govt (SMA) | 2.48 | 2.48 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Herzfeld Taxable Closed-End Bond | 15.46 | 14.60 |
PIMCO Diversified Income | 14.24 | 13.46 |
Morgan Stanley Core Plus Fix-Inc | 12.13 | 11.42 |
Karpus Taxable Fixed Income | 11.72 | 10.87 |
Logan Circle Multi-Sector Fixed Income | 10.72 | 10.30 |
Seix Corporate Bond Mgmt | 10.24 | 9.91 |
PIMCO Global Invstm Grade Corporate | 10.10 | 9.61 |
EARNEST Fixed Income Long Duration | 9.51 | 9.13 |
Flaherty & Crumrine Separate Mgd Account | 9.46 | 8.94 |
Loomis Sayles Core Plus | 9.10 | 8.79 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Flaherty & Crumrine Separate Mgd Account | 10.09 | 9.56 |
Spectrum Preferred Securities | 9.55 | 9.28 |
Herzfeld Taxable Closed-End Bond | 8.20 | 7.22 |
PIMCO Diversified Income | 7.49 | 6.75 |
PIMCO Global Invstm Grade Corporate | 6.97 | 6.47 |
ClearArc Capital Strategic Income Plus | 6.65 | 6.19 |
Manulife AM US Core Plus Fixed Income | 6.34 | 6.02 |
WellsCap Premier Income I | 6.10 | 5.76 |
Loomis Sayles Core Plus Full Discretion | 6.01 | 5.71 |
Morgan Stanley Core Plus Fix-Inc | 6.23 | 5.57 |
Source: Morningstar Separate Account/CIT Fund Database
Short Government | 1 year gross return | 1 year net return |
---|---|---|
Capital Group PCS Core Bond Composite | 3.84 | 3.33 |
Sit Inv Short Dur Strat | 3.10 | 2.68 |
M.D. Sass 3-Year FI | 2.82 | 2.45 |
JPMorgan Interm Govt Bond Style | 2.61 | 2.30 |
PNC Cap Adv Intermediate U.S. Governemnt | 2.52 | 2.26 |
Wellington Short Bond | 2.30 | 2.07 |
Federated Short-Inter. US Govt FI Comp | 2.27 | 1.92 |
MPI Inv Mgt US Fix-Inc | 2.43 | 1.87 |
Destinations Consv Gov't Focused | 2.10 | 1.85 |
Garcia Hamilton Fix-Inc Short Dur | 1.85 | 1.72 |
Source: Morningstar Separate Account/CIT Fund Database
Short Government | 5 year gross return | 5 year net return |
---|---|---|
Sit Inv Short Dur Strat | 2.99 | 2.58 |
M.D. Sass 3-Year FI | 2.35 | 2.00 |
Capital Group PCS Core Bond Composite | 2.50 | 1.79 |
JPMorgan Interm Govt Bond Style | 1.96 | 1.69 |
Wellington Short Bond | 1.77 | 1.60 |
Garcia Hamilton Fix-Inc Short Dur | 1.49 | 1.36 |
PNC Cap Adv Intermediate U.S. Governemnt | 1.59 | 1.34 |
M.D. Sass 2-Year FI | 1.59 | 1.33 |
Madison Interm Government Bond SA | 1.25 | 1.23 |
MPI Inv Mgt US Fix-Inc | 1.69 | 1.18 |
Source: Morningstar Separate Account/CIT Fund Database
Short-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Waddell & Reed Core Fixed Income | 7.08 | 6.51 |
Ryan Labs Government/Credit | 6.09 | 5.77 |
Newfleet Multi-Sector Short Dur Cpst | 5.94 | 5.44 |
Dodge & Cox Intermediate FI Composite | 5.74 | 5.42 |
DT Intermediate Fixed Income | 5.91 | 5.30 |
SFS Quant Phase 2 Intermediate | 5.70 | 5.07 |
Alpha Bonds Strategy | 7.11 | 4.99 |
Post Limited Term High Yield Comp | 5.40 | 4.72 |
WellsCap Intermediate Premier FI | 4.88 | 4.56 |
Highland Capital Intermediate Fixed Inc | 4.93 | 4.54 |
Source: Morningstar Separate Account/CIT Fund Database
Short-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
McDonnell 1-3 Year Gov Credit Bond | 0.92 | 75.95 |
Post Limited Term High Yield Comp | 6.43 | 5.75 |
Alpha Bonds Strategy | 6.77 | 4.67 |
TCW Strategic Income | 6.37 | 4.62 |
Newfleet Multi-Sector Short Dur Cpst | 4.99 | 4.49 |
WellsCap Intermediate Premier FI | 4.40 | 4.07 |
Advisors Capital Mgt Fixed Income | 4.44 | 3.82 |
Goldman Sachs Opportunistic Fixed Income | 4.38 | 3.73 |
Dodge & Cox Intermediate FI Composite | 4.04 | 3.70 |
Thornburg Limited Term Income Strategy | 4.08 | 3.68 |
Source: Morningstar Separate Account/CIT Fund Database
Ultrashort Bond | 1 year gross return | 1 year net return |
---|---|---|
TCW Alpha Trak | 20.31 | 19.12 |
FIAM Leveraged Loan Composite | 5.76 | 5.23 |
FFTW Mortgage Alpha | 4.73 | 4.20 |
First Quadrant Tact Curr Alloc L/S USD | 3.92 | 3.61 |
Federated Alternative BearGlobal FI Comp | 4.15 | 2.58 |
PIMCO Short Term | 2.91 | 2.51 |
Calvert Ultra-Short Income Strategy | 2.57 | 2.33 |
Pioneer Multi-Asset Ultrashort Income | 2.20 | 1.94 |
Federated Active Cash Broad FI Composite | 1.82 | 1.56 |
Payden & Rygel Enhanced Cash Long | 1.69 | 1.53 |
Source: Morningstar Separate Account/CIT Fund Database
Ultrashort Bond | 5 year gross return | 5 year net return |
---|---|---|
TCW Alpha Trak | 18.25 | 17.93 |
FIAM Leveraged Loan Composite | 6.76 | 6.23 |
FFTW Mortgage Alpha | 4.89 | 4.39 |
Calvert Ultra-Short Income Strategy | 2.05 | 1.82 |
Pioneer Multi-Asset Ultrashort Income | 2.14 | 1.73 |
PIMCO Short Term | 2.04 | 1.63 |
First Quadrant Tact Curr Alloc L/S USD | 1.55 | 1.33 |
TCW Ultra Short | 1.53 | 1.33 |
Federated Active Cash Broad FI Composite | 1.49 | 1.19 |
Payden & Rygel Enhanced Cash Long | 1.24 | 1.05 |
Source: Morningstar Separate Account/CIT Fund Database
Long Government | 1 year gross return | 1 year net return |
---|---|---|
NISA 15+ STRIPS Fixed Income Composite | 19.21 | 18.95 |
NISA Long Dur Govt Only Consolidated | 16.12 | 15.78 |
JPMorgan Long Govt/Credit Plus | 15.46 | 15.11 |
JPMorgan Long Govt/Credit(Corporate-Foc) | 15.14 | 14.86 |
Hoisington Inv Mgt Macroeconomic FI Comp | 15.06 | 14.82 |
Hillswick Long Duration Government | 15.10 | 14.73 |
Camden Long Duration (US Corporate) Comp | 14.49 | 14.06 |
PIMCO Long Duration Treasury | 13.61 | 13.06 |
TCW Long Duration Gov | 11.89 | 11.76 |
JKMAM Active Aggregate | 5.16 | 5.03 |
Source: Morningstar Separate Account/CIT Fund Database
Long Government | 5 year gross return | 5 year net return |
---|---|---|
NISA 15+ STRIPS Fixed Income Composite | 7.41 | 7.17 |
JPMorgan Long Govt/Credit(Corporate-Foc) | 6.73 | 6.47 |
JPMorgan Long Govt/Credit Plus | 6.87 | 6.28 |
Hillswick Long Duration Government | 6.42 | 6.12 |
Hoisington Inv Mgt Macroeconomic FI Comp | 6.29 | 6.06 |
NISA Long Dur Govt Only Consolidated | 6.24 | 5.98 |
PIMCO Long Duration Treasury | 5.93 | 5.43 |
TCW Long Duration Gov | 4.77 | 4.65 |
SSgA Long U.S. Govt Bond Index Strategy | 5.45 | 3.78 |
JKMAM Active Aggregate | 3.27 | 3.10 |
Source: Morningstar Separate Account/CIT Fund Database
Long-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
PIMCO Long Term Bond - Long Credit | 18.16 | 17.83 |
Reams Long Duration Fixed Income | 17.39 | 17.25 |
Dodge & Cox Long Duration FI Composite | 17.02 | 16.62 |
PIMCO Long Term Bond Full Authority | 16.85 | 16.58 |
Baird Advisors Long Govt Credit Bond | 16.65 | 16.49 |
Loomis Sayles Long Duration Credit | 16.69 | 16.41 |
FIAM Long Corporate Composite | 14.86 | 16.37 |
Capital Group Long Dur Govnmt/Credit | 16.66 | 16.32 |
Ryan Labs Long-Credit | 16.60 | 16.25 |
Loomis Sayles Long Dur Government/Credit | 16.42 | 16.15 |
Source: Morningstar Separate Account/CIT Fund Database
Long-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
PIMCO Long Term Bond - Long Credit | 9.33 | 9.01 |
Schroders Value Long Duration | 8.79 | 8.58 |
TCW Long Duration Credit | 0.00 | 8.47 |
Logan Circle Long Duration | 8.41 | 8.07 |
Dodge & Cox Long Duration FI Composite | 8.33 | 7.92 |
FIAM Long Corporate Composite | 7.73 | 7.78 |
Reams Long Duration Fixed Income | 7.94 | 7.77 |
Ryan Labs Long-Credit | 7.87 | 7.55 |
PIMCO Long Term Bond Full Authority | 7.81 | 7.54 |
Guggenheim Absolute Return Strategic | 8.62 | 7.53 |
Source: Morningstar Separate Account/CIT Fund Database
Multisector Bond | 1 year gross return | 1 year net return |
---|---|---|
First Trust Taxable Closed End Fund | 17.04 | 15.37 |
SMHCA Diversified Income Wrapped Fee | 13.83 | 12.28 |
Eaton Vance Multi-Sector Bond | 12.64 | 12.07 |
Foy SELECTOR Income | 14.06 | 11.89 |
BW Global Multi-Sector Income (fka GITR) | 12.53 | 11.51 |
FIAM Tactical Bond | 8.60 | 11.36 |
BlackRock Target Income Aggressive ETF | 11.27 | 11.27 |
Federated Strategic Multi-Sector FI Comp | 10.98 | 10.59 |
Newfleet Multi-Sector Opportunistic Cpst | 11.12 | 10.52 |
Loomis Sayles Multi-Sector Full Discretn | 10.55 | 10.19 |
Source: Morningstar Separate Account/CIT Fund Database
Multisector Bond | 5 year gross return | 5 year net return |
---|---|---|
PIMCO Income Composite | 9.36 | 8.82 |
TCW Securitized Opportunities | 8.29 | 7.22 |
Loomis Sayles Multi-Sector Full Discretn | 7.53 | 7.19 |
TCW Unconstrained Fixed Income | 7.35 | 6.84 |
FIAM Tactical Bond | 6.64 | 6.83 |
Newfleet Multi-Sector Opportunistic Cpst | 7.16 | 6.58 |
First Trust Taxable Closed End Fund | 8.24 | 6.57 |
Manulife AM Strategic Fixed Income Opp | 7.00 | 6.57 |
Thornburg Multisector Opportunistic Stra | 6.98 | 6.26 |
RSA Unconstrained Bond Strategy | 6.76 | 6.23 |
Source: Morningstar Separate Account/CIT Fund Database
Inflation-Protected Bond | 1 year gross return | 1 year net return |
---|---|---|
PIMCO Real Ret Asset Long Duration | 14.76 | 14.14 |
FFTW Global Inflation Linked Bonds | 11.76 | 11.48 |
Franklin U.S. TIPS Composite | 8.06 | 7.93 |
FFTW Inflation Linked Bonds U.S. | 7.23 | 7.03 |
Standish Global TIPS | 6.98 | 6.90 |
BBH U.S. TIPS | 6.95 | 6.79 |
PIMCO Real Return Full Authority | 7.26 | 6.76 |
American Century US Infl-Adj Bond | 7.20 | 6.74 |
Northern Trust TIPS | 6.85 | 6.73 |
Standish US TIPS | 6.63 | 6.56 |
Source: Morningstar Separate Account/CIT Fund Database
Inflation-Protected Bond | 5 year gross return | 5 year net return |
---|---|---|
FFTW Global Inflation Linked Bonds | 4.68 | 4.42 |
PIMCO Real Ret Asset Long Duration | 3.88 | 3.36 |
Standish Global TIPS | 3.31 | 3.22 |
Laffer Investments US Inflation Strategy | 4.23 | 3.21 |
Franklin U.S. TIPS Composite | 2.57 | 2.43 |
BBH U.S. TIPS | 2.25 | 2.10 |
PIMCO Real Return Full Authority | 2.44 | 1.96 |
Standish US TIPS | 1.98 | 1.91 |
FFTW Inflation Linked Bonds U.S. | 2.11 | 1.90 |
IR+M TIPS | 1.98 | 1.87 |
Source: Morningstar Separate Account/CIT Fund Database
Stable Value | 1 year gross return | 1 year net return |
---|---|---|
PIMCO Stable Value (BV) | 2.95 | 2.75 |
Standish Stable Value | 2.16 | 2.07 |
Invesco Stable Value | 2.10 | 1.90 |
T. Rowe Price Stable Value | 2.15 | 1.88 |
JPMorgan US FI Stable Value (NY) | 1.78 | 1.78 |
Galliard Stable Value Composite | 2.02 | 1.61 |
Columbia Stable Value â Inv Grade Strat | 1.60 | 1.37 |
Columbia Stable Value â Government Strat | 1.44 | 1.23 |
Source: Morningstar Separate Account/CIT Fund Database
Stable Value | 5 year gross return | 5 year net return |
---|---|---|
PIMCO Stable Value (BV) | 3.55 | 3.33 |
T. Rowe Price Stable Value | 2.46 | 2.29 |
Standish Stable Value | 2.39 | 2.28 |
Invesco Stable Value | 2.22 | 2.01 |
JPMorgan US FI Stable Value (NY) | 1.94 | 1.83 |
Galliard Stable Value Composite | 2.17 | 1.76 |
Columbia Stable Value â Inv Grade Strat | 1.69 | 1.48 |
Columbia Stable Value â Government Strat | 1.63 | 1.43 |
Source: Morningstar Separate Account/CIT Fund Database
Convertibles | 1 year gross return | 1 year net return |
---|---|---|
MacKay Convertible SMA | 14.59 | 14.16 |
MacKay Shields Convertibles | 12.80 | 12.32 |
Laffer Investments Convertible Strategy | 12.53 | 11.28 |
Zazove Inv. Grade Convertible Strategy | 10.92 | 10.92 |
Gabelli Asset Mgt Convertibles Strategy | 11.49 | 10.65 |
Oaktree High Income Convertibles | 11.17 | 10.33 |
Lord Abbett & Co. Convertibles | 10.75 | 9.59 |
Wellesley Invstm Convertibles SA | 10.35 | 9.52 |
SSI Inv Grade Convert Strat | 10.23 | 9.24 |
Zazove Institutional Blend Convertibles | 10.25 | 9.21 |
Source: Morningstar Separate Account/CIT Fund Database
Convertibles | 5 year gross return | 5 year net return |
---|---|---|
Allianz Convertibles | 11.63 | 11.21 |
SSI Inv Grade Convert Strat | 12.31 | 11.18 |
ClearBridge U.S. Convertibles | 11.84 | 11.18 |
MacKay Shields Convertibles | 11.67 | 11.14 |
SSI Outright Discretionary Convert Strat | 11.56 | 10.99 |
Gabelli Asset Mgt Convertibles Strategy | 11.19 | 10.39 |
Camden Long Only Convertible Composite | 10.64 | 10.01 |
Invesco Convertible Securities | 10.61 | 9.94 |
INCORE Inv Grade Convertibles Comp | 10.53 | 9.92 |
Palisade Convertible Securities Comp | 10.19 | 9.53 |
Source: Morningstar Separate Account/CIT Fund Database
Emerging Markets Bond | 1 year gross return | 1 year net return |
---|---|---|
Stone Harbor EMD Total Return | 27.33 | 26.40 |
Ashmore Emerg Mkts External Dbt Comp | 24.53 | 23.37 |
DCM Emerging Markets Debt | 22.14 | 21.42 |
GMO Emerging Country Debt Strategy | 22.16 | 21.29 |
Mondrian Inv Emerging Markets Debt | 21.36 | 20.64 |
Manulife AM Emerging Markets Debt | 21.05 | 20.40 |
Stone Harbor Emerging Markets Debt | 20.96 | 20.33 |
T. Rowe Price Emerging Markets Bond | 20.66 | 20.07 |
Ashmore EM Ext Debt (Sovereign) Comp | 20.72 | 19.65 |
Ashmore Emerg Mkts Blnded Dbt Composite | 20.78 | 19.60 |
Source: Morningstar Separate Account/CIT Fund Database
Emerging Markets Bond | 5 year gross return | 5 year net return |
---|---|---|
GMO Emerging Country Debt Strategy | 11.39 | 10.57 |
Prudential Fixed Inc Emerging Mkts Debt | 9.88 | 9.24 |
Global Evolution EM Debt | 9.12 | 8.94 |
Invesco Emerging Market Corporate Bond | 9.19 | 8.50 |
DCM Emerging Markets Debt | 9.12 | 8.47 |
Global Evolution Frontier Markets | 9.49 | 8.38 |
Logan Circle Emerging Market Debt | 8.78 | 8.21 |
T. Rowe Price Emerging Markets Corp Bd | 8.62 | 8.03 |
TIAA-CREF Emerging Markets Debt | 8.64 | 7.98 |
FIAM Emerging Market Debt Composite | 8.68 | 7.97 |
Source: Morningstar Separate Account/CIT Fund Database
World Allocation | 1 year gross return | 1 year net return |
---|---|---|
Deschutes Matisse Discounted CE Fd Stgy | 22.00 | 20.83 |
PIMCO StocksPLUS Absolute Return | 18.77 | 18.10 |
PIMCO RAE Fundamental PLUS | 18.61 | 17.68 |
PanAgora Risk Parity Multi Asset Plus | 19.09 | 16.70 |
4Thought Multi-Contingency Aggressive | 17.96 | 16.34 |
PIMCO StocksPlus | 16.56 | 16.23 |
FrontierAssetMgmt Focused Opportunities | 15.12 | 14.65 |
Taxable Frontier Asset Mgmt Focused Opp | 15.07 | 14.50 |
First Trust Balanced Closed-End Fund | 16.12 | 14.29 |
PIMCO All Asset Strategy | 14.62 | 13.64 |
Source: Morningstar Separate Account/CIT Fund Database
World Allocation | 5 year gross return | 5 year net return |
---|---|---|
PIMCO StocksPLUS Absolute Return | 18.91 | 18.18 |
PIMCO RAE Fundamental PLUS | 18.96 | 18.03 |
PIMCO StocksPlus | 18.01 | 17.52 |
OBS Financial EFS 80/20 | 11.50 | 11.21 |
Wilshire Global ETF Allocation - Gr | 11.08 | 10.83 |
Morgan Stanley Glbl Tactical Asset Alloc | 11.08 | 10.76 |
Loring Ward Global Capital Appr DFA | 11.02 | 10.75 |
Loring Ward Global Capital Appr SA | 10.27 | 10.23 |
Morningstar Growth - NFS | 10.70 | 10.20 |
SFS Proactive Tactical Opportunities | 10.75 | 10.09 |
Source: Morningstar Separate Account/CIT Fund Database
Conservative Allocation | 1 year gross return | 1 year net return |
---|---|---|
Parametric Enhanced Inc TaxAdv Core Comp | 18.80 | 18.37 |
Parametric Tax-Advantage Enhanced Income | 18.74 | 18.32 |
Parametric Enhanced Income Core Comp | 17.77 | 17.36 |
Parametric Enhanced Income | 17.61 | 17.20 |
Camelot Opportunities Income | 16.10 | 15.55 |
HCM All American Conservative | 17.77 | 15.16 |
HCM All American Balanced | 16.66 | 14.07 |
First Quadrant Essential Beta | 14.17 | 13.78 |
Clark Navigator MultiStrategy 50-50(SAI) | 14.17 | 13.77 |
Messner & Smith - Balanced | 14.03 | 13.05 |
Source: Morningstar Separate Account/CIT Fund Database
Conservative Allocation | 5 year gross return | 5 year net return |
---|---|---|
Saratoga Conservative Balanced | 11.29 | 11.29 |
Saratoga Mod. Conservative Balanced | 11.03 | 11.03 |
Parametric Tax-Advantage Enhanced Income | 11.19 | 10.81 |
Clark Navigator MultiStrategy 50-50(SAI) | 10.60 | 10.22 |
Parametric Enhanced Income | 10.49 | 10.11 |
RNC Balanced Growth With Muni | 10.06 | 9.11 |
Meeder Balanced Growth Portfolio | 9.10 | 9.10 |
MCA Conservative Portfolios | 9.85 | 9.03 |
Meeder Balanced Portfolio | 8.95 | 8.95 |
Copeland Large Cap Div Growth Balanced | 9.52 | 8.94 |
Source: Morningstar Separate Account/CIT Fund Database
Moderate Allocation | 1 year gross return | 1 year net return |
---|---|---|
Shaker Financial Discount Capture | 23.61 | 22.05 |
Punch Income Composite | 17.81 | 16.70 |
ValueWorks Bal Comp | 18.08 | 16.52 |
Johnson Institutional Mgt Enhanced Index | 16.74 | 16.40 |
Herzfeld Balanced Closed-End | 16.99 | 15.94 |
Cashen Balanced | 16.14 | 15.19 |
SaratogaRIM Strategic Income | 15.63 | 15.06 |
Camelot Premium Return | 14.64 | 14.64 |
LCM SmartBETA Unconstrained Balanced | 15.21 | 14.47 |
Natixis / AIA Mgd ETF - Inc. Aggrsv | 14.14 | 14.14 |
Source: Morningstar Separate Account/CIT Fund Database
Moderate Allocation | 5 year gross return | 5 year net return |
---|---|---|
Johnson Institutional Mgt Enhanced Index | 17.33 | 17.04 |
Dodge & Cox Balanced Composite | 13.25 | 13.25 |
Invesco Equity and Income Composite | 12.79 | 12.12 |
Dorsey Wright Sys Reltv Strength Cons | 13.08 | 12.00 |
Shaker Financial Discount Capture | 13.33 | 11.88 |
MCA Balanced Portfolios | 12.63 | 11.81 |
Meeder Moderate Growth Portfolio | 11.79 | 11.79 |
Hotchkis & Wiley - Capital Income | 12.51 | 11.78 |
UBS: U.S. Balanced Portfolio | 12.40 | 11.68 |
Parametric Moderate Aggressive Muni | 12.10 | 11.60 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2000-2010 | 1 year gross return | 1 year net return |
---|---|---|
AGF Steward Navigator 2010 Fund | 7.10 | 7.10 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2000-2010 | 5 year gross return | 5 year net return |
---|---|---|
AGF Steward Navigator 2010 Fund | 5.86 | 5.86 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2011-2015 | 1 year gross return | 1 year net return |
---|---|---|
Sage Target Date 2015 Fund | 6.94 | 6.52 |
Meeder Age-based 60-62 | 6.51 | 6.51 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2011-2015 | 5 year gross return | 5 year net return |
---|---|---|
Meeder Age-based 60-62 | 8.00 | 8.00 |
Sage Target Date 2015 Fund | 6.86 | 6.45 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2016-2020 | 1 year gross return | 1 year net return |
---|---|---|
AGF Steward Navigator 2020 Fund | 8.11 | 8.11 |
Meeder Age-based 55-59 | 6.82 | 6.82 |
BCM DynamicBelay Balanced Growth (QDIA) | 6.78 | 5.26 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2016-2020 | 5 year gross return | 5 year net return |
---|---|---|
Meeder Age-based 55-59 | 8.79 | 8.79 |
AGF Steward Navigator 2020 Fund | 6.71 | 6.71 |
BCM DynamicBelay Balanced Growth (QDIA) | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2021-2025 | 1 year gross return | 1 year net return |
---|---|---|
Sheaff Brock SSB Conservative Balanced | 11.36 | 10.49 |
Sage Target Date 2025 Fund | 8.65 | 8.22 |
Meeder Age-based 50-54 | 6.90 | 6.90 |
Meeder Age-based 63-64 | 6.42 | 6.42 |
Meeder Age-based 65 and Over | 6.31 | 6.31 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2021-2025 | 5 year gross return | 5 year net return |
---|---|---|
Meeder Age-based 50-54 | 9.55 | 9.55 |
Sheaff Brock SSB Conservative Balanced | 9.57 | 8.69 |
Sage Target Date 2025 Fund | 8.69 | 8.28 |
Meeder Age-based 63-64 | 0.00 | 0.00 |
Meeder Age-based 65 and Over | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2026-2030 | 1 year gross return | 1 year net return |
---|---|---|
AGF Steward Navigator 2030 Fund | 9.16 | 9.16 |
Meeder Age-based 45-49 | 7.09 | 7.09 |
BCM DynamicBelay Conservative Gro(QDIA) | 7.35 | 5.82 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2026-2030 | 5 year gross return | 5 year net return |
---|---|---|
Meeder Age-based 45-49 | 10.45 | 10.45 |
AGF Steward Navigator 2030 Fund | 7.64 | 7.64 |
BCM DynamicBelay Conservative Gro(QDIA) | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2031-2035 | 1 year gross return | 1 year net return |
---|---|---|
Sage Target Date 2035 Fund | 9.74 | 9.31 |
Meeder Age-based 44 and under | 7.17 | 7.17 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2031-2035 | 5 year gross return | 5 year net return |
---|---|---|
Meeder Age-based 44 and under | 10.89 | 10.89 |
Sage Target Date 2035 Fund | 9.86 | 9.45 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2036-2040 | 1 year gross return | 1 year net return |
---|---|---|
Sheaff Brock SSB Growth & Income | 12.39 | 11.56 |
AGF Steward Navigator 2040 Fund | 10.09 | 10.09 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2036-2040 | 5 year gross return | 5 year net return |
---|---|---|
Sheaff Brock SSB Growth & Income | 12.37 | 11.50 |
AGF Steward Navigator 2040 Fund | 8.60 | 8.60 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2041-2045 | 1 year gross return | 1 year net return |
---|---|---|
Sage Target Date 2045 Fund | 10.26 | 9.82 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2041-2045 | 5 year gross return | 5 year net return |
---|---|---|
Sage Target Date 2045 Fund | 10.55 | 10.12 |
Source: Morningstar Separate Account/CIT Fund Database
Retirement Income | 1 year gross return | 1 year net return |
---|---|---|
New Frontier Multi Asset Income Growth | 17.19 | 16.67 |
Nuveen-Sector Dividend Preferred | 17.75 | 16.59 |
New Frontier Multi Asset Income Balanced | 16.08 | 15.56 |
Oxbow KING Income Opportunities Comp | 15.14 | 13.53 |
New Frontier Multi Asset Income Conserv | 13.69 | 13.18 |
CLS Active Income 3 | 10.41 | 10.03 |
Texas Retirement Income Strategy | 11.57 | 9.55 |
UBS PWS Diversified Income | 9.42 | 9.09 |
UBS PWS Diversified Income w/ Muni | 9.36 | 9.04 |
Advisors Capital Mgt Income w/Growth | 10.40 | 8.80 |
Source: Morningstar Separate Account/CIT Fund Database
Retirement Income | 5 year gross return | 5 year net return |
---|---|---|
Texas Retirement Income Strategy | 10.82 | 9.15 |
Horizon Real Spend 4 | 10.70 | 8.65 |
Nuveen-Sector Dividend Preferred | 9.54 | 8.53 |
Horizon Real Spend 5 | 10.01 | 7.97 |
Advisors Capital Mgt Income w/Growth | 9.48 | 7.91 |
Horizon Real Spend 7 | 9.92 | 7.88 |
Morningstar Ret Inc Long-Range - TDA | 6.96 | 5.95 |
Morningstar Ret Inc Long-Range - BNY | 7.08 | 5.49 |
Morningstar Ret Inc Long-Range - FIWS | 7.01 | 5.42 |
Morningstar Ret Inc Mid-Range - TDA | 6.13 | 5.13 |