| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| State St Nasdaq-100 Indxˆ® NL Cl A | 27.48 | 18.10 |
| State St Nasdaq-100 Indxˆ® NL Cl C | 27.46 | 18.04 |
| BlackRock MSCI USA Min Vol Idx F | 0.00 | 17.45 |
| Columbia Trust Contrarian Core | 15.96 | 15.95 |
| QMA US Core Equity Fund | 16.15 | 15.74 |
| BlackRock Equity Index Fund 0TS | 0.00 | 15.59 |
| BlackRock Equity Index 0 | 15.62 | 15.56 |
| Columbia Trust Contrarian Core Inst 1 | 0.00 | 15.55 |
| BlackRock Equity Index Fund 6 | 15.55 | 15.51 |
| BlackRock Equity Index Fund 8 | 15.58 | 15.51 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| State St Nasdaq-100 Indxˆ® NL Cl A | 20.01 | 19.42 |
| State St Nasdaq-100 Indxˆ® NL Cl C | 0.00 | 19.36 |
| JPMCB U.S. Active Core Equity Inv | 0.00 | 17.72 |
| QMA US Core Equity Fund | 17.95 | 17.54 |
| QMA US All Cap Core Equity Fund | 17.91 | 17.51 |
| BlackRock Active Stock F | 0.00 | 17.45 |
| Amalgamated Bank LongView Quant. LC CF | 17.49 | 17.14 |
| JPMCB U.S. Analyst Inv | 0.00 | 17.13 |
| Amalgamated Bank LongView LC Qtv VEBA Fd | 17.28 | 16.94 |
| JPMCB US Research Enh Idx (REI) 150 Inv | 0.00 | 16.90 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/Longleaf Small Cap R1 | 0.00 | 22.22 |
| Champlain Mid Cap Collective Fund 4 | 0.00 | 21.45 |
| Champlain Mid Cap Collective Fund 1 | 0.00 | 20.37 |
| Amalgamated Bank Longview Qnt Mid Cap CF | 17.83 | 17.20 |
| Transamerica Partners Mid Value - CTF | 0.00 | 15.86 |
| QMA US Mid Cap Core Equity Fund | 16.29 | 15.66 |
| BlackRock Mid-Cap Equity Index F | 0.00 | 15.41 |
| Comerica S&P Composite 1500 Index C | 0.00 | 15.41 |
| State St S&P MidCapˆ® Indx SL Cl I | 0.00 | 15.40 |
| BNY Mellon EB DL Mid Cap Stk Index | 15.43 | 15.37 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Amalgamated Bank Longview Qnt Mid Cap CF | 19.77 | 19.12 |
| QMA US Mid Cap Core Equity Fund | 19.31 | 18.67 |
| Transamerica Partners Mid Value - CTF | 0.00 | 18.15 |
| FIAM Small/Mid Cap Core Pool | 18.66 | 17.90 |
| BNY Mellon EB DO Mid Cap Core | 18.43 | 17.73 |
| BNY Mellon EB DL Mid Cap Stk Index | 17.49 | 17.43 |
| BNY Mellon EB DL Mid Cap Stk Index UC2 | 17.49 | 17.39 |
| LMCG MidCap Core Collective Fund | 0.00 | 17.18 |
| INTECH Instl US Enhanced Plus Eq | 0.00 | 16.84 |
| BlackRock Mid-Cap Equity Index F | 0.00 | 16.57 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Nuveen NWQ Small/Mid Cap Value | 19.06 | 18.21 |
| Comerica SmallCap 600 Inst | 18.17 | 18.17 |
| Comerica SmallCap 600 C | 18.17 | 18.09 |
| Amalgamated Bank LongView 600 SC Idx CF | 18.07 | 18.01 |
| Comerica SmallCap 600 A | 18.17 | 17.99 |
| JPMCB U.S. Small Cap Equity Blend Inv | 0.00 | 17.76 |
| Morningstar Small Cap Index G | 0.00 | 16.47 |
| BlackRock iSharesˆ® Russell 2000 Index F | 0.00 | 16.13 |
| BlackRock Russell 2000ˆ® Index F | 0.00 | 15.82 |
| State St Russell Sm Capˆ® Indx SL Cl I | 4.14 | 15.79 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Small Cap Core Class J | 19.83 | 19.00 |
| FIAM Small Cap Core Pool | 19.83 | 18.88 |
| Wellington CIF II Small Cap Opps | 19.49 | 18.49 |
| Blackrock Russell 2000 Alpha Tilts Fd A | 18.45 | 18.45 |
| JPMCB U.S. Small Company Equity Inv | 0.00 | 18.43 |
| Comerica SmallCap 600 Inst | 17.89 | 17.89 |
| Comerica SmallCap 600 C | 0.00 | 17.80 |
| Amalgamated Bank LongView 600 SC Idx CF | 17.81 | 17.75 |
| Comerica SmallCap 600 A | 17.89 | 17.71 |
| JPMCB U.S. Small Cap Equity Blend Inv | 0.00 | 17.59 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| CastleArk Large Cap Growth 1 | 0.00 | 15.39 |
| FMT/American Funds Growth Fund of Am R1 | 0.00 | 14.98 |
| Comerica LargeCap Growth | 14.74 | 14.74 |
| BlackRock Equity Growth Non-Lendable F | 0.00 | 14.73 |
| Blackrock Eq Gr Fund CF | 14.73 | 14.66 |
| Comerica LargeCap Growth C | 14.74 | 14.66 |
| FIAM U.S. Total Market Equity CF | 14.95 | 14.38 |
| Benefit Meritage Growth Eq Fund Cl H | 15.40 | 14.32 |
| Capital Group U.S. Equity DB Fund | 15.03 | 14.25 |
| Capital Group U.S. Equity DC Unit T | 14.97 | 14.19 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB Growth Advantage | 0.00 | 19.19 |
| Wellington CIF US Research Equity | 19.08 | 18.37 |
| Wellington CIF II Large Cap Research S1 | 18.53 | 17.89 |
| Wellington CIF II Growth S1 | 17.88 | 17.24 |
| Schwab Instl Lrg Cap Growth Tr Fd-Instl | 17.79 | 17.15 |
| FIAM U.S. Total Market Equity CF | 17.54 | 16.96 |
| Comerica LargeCap Growth | 16.80 | 16.78 |
| BlackRock Equity Growth Non-Lendable F | 0.00 | 16.77 |
| Comerica LargeCap Growth C | 0.00 | 16.74 |
| Capital Group U.S. Equity DB Fund | 17.49 | 16.68 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Champlain Mid Cap Fund, LLC | 21.75 | 20.74 |
| FMT/Meridian Growth R1 | 0.00 | 17.78 |
| FMT Mid Cap Growth R1 | 0.00 | 17.33 |
| The Boston US Small-Mid Cap Opp Val EB | 18.15 | 17.11 |
| The DGI Growth, R1 | 0.00 | 15.17 |
| Delaware SMID Cap Growth Trust | 0.00 | 14.62 |
| PGI CIT Mid-Cap Equity Fund A | 14.48 | 14.49 |
| PGI CIT Mid-Cap Equity Fund | 14.95 | 14.27 |
| S/M Cp Cor Eq Collective Invmt M | 0.00 | 13.75 |
| S/M Cp Cor Eq Collective Invmt Fund | 14.31 | 13.59 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 5 year gross return | 5 year net return |
|---|---|---|
| FMT Mid Cap Growth R1 | 0.00 | 18.08 |
| Wellington CIF II Mid Cap Opportunity S2 | 18.31 | 17.75 |
| Wellington CIF II Mid Cap Opportunity S1 | 18.31 | 17.55 |
| CCI SMID Cap Growth Equity Fund | 18.09 | 17.10 |
| Champlain Mid Cap Fund, LLC | 17.78 | 16.80 |
| FMT/T. Rowe Price Mid-Cap Growth R1 | 0.00 | 16.72 |
| BNY Mellon Market Completion Fund UC1 | 16.02 | 15.94 |
| Delaware SMID Cap Growth Trust | 0.00 | 15.25 |
| Mid Cap Strategic Allocation Fund | 0.00 | 14.85 |
| Goldman Sachs Mid Cap Growth DC | 0.00 | 14.76 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Champlain Small Company Fund, LLC | 25.24 | 24.05 |
| Wells Fargo/Multi-Manager Sm Cap F | 16.16 | 16.16 |
| Wells Fargo/Multi-Manager Sm Cap N | 0.00 | 16.08 |
| FMT SMID Diversified Growth R1 | 0.00 | 16.06 |
| Wellington CIF II Small Cap 2000 S1 | 16.74 | 15.77 |
| Wells Fargo/Multi-Manager Sm Cap TR | 15.73 | 15.73 |
| Royce Premier R-INST Class | 0.00 | 14.88 |
| Small Cap Strategic Allocation Fund | 0.00 | 14.23 |
| Kennedy Cap Small Cap Core CIF Cl A | 0.00 | 13.45 |
| FMT Small Cap Diversified Equity R1 | 0.00 | 13.18 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Small Cap 2000 S1 | 19.20 | 18.21 |
| Hillsdale US Performance Equity Fund | 19.82 | 17.84 |
| FIAM Small Company Pool | 18.48 | 17.54 |
| FMT Small Cap Diversified Equity R1 | 0.00 | 17.47 |
| FMT SMID Diversified Growth R1 | 0.00 | 16.68 |
| BlackRock Russell 2000ˆ® Growth F | 0.00 | 16.39 |
| State St Russell Sm Capˆ® Gr Indx NL Cl A | 0.00 | 16.14 |
| State St Russell Sm Capˆ® Gr Indx NL Cl C | 0.00 | 16.09 |
| Champlain Small Company Fund, LLC | 17.15 | 16.01 |
| BlackRock Russell 2000 Growth Index Fd 8 | 16.00 | 15.85 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Artisan Value Equity Trust | 0.00 | 24.67 |
| DRZ Value Equity Collective Invmt Tr A | 0.00 | 23.99 |
| DePrince, Race & Zollo, Lg-Cap Val CIT | 24.21 | 23.48 |
| FMT Global Infrastructure R1 | 0.00 | 22.83 |
| Delaware Large Cap Value Trust 55 | 0.00 | 18.97 |
| Beutel Goodman American Equity Fund | 19.30 | 18.59 |
| Columbia Trust Dividend Opportunity | 18.48 | 18.48 |
| Columbia Trust Dividend Opportunity A | 18.53 | 17.88 |
| Wells Fargo/TRP Instl Eq Inc Mgd F | 17.50 | 17.50 |
| Columbia Trust Dividend Income | 17.46 | 17.46 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Research Value | 18.12 | 17.55 |
| JPMCB U.S. Active Value Fund Inv | 0.00 | 17.49 |
| FMT/DFA U.S. Large Cap Value R1 | 0.00 | 17.33 |
| Delaware Large Cap Value Trust 55 | 0.00 | 17.03 |
| The Boston US Dynamic Large Cap Value CF | 17.70 | 16.95 |
| Transamerica Partners Large Core - CTF | 0.00 | 16.93 |
| JPMCB U.S. All Cap Value Inv | 0.00 | 16.87 |
| FMT/DFA U.S. Large Cap Value III R1 | 0.00 | 16.86 |
| Schwab Instl Lrg Cap Value Tr Fd-Instl | 17.25 | 16.80 |
| The Boston US Dynamic Large Cap Value EB | 17.53 | 16.78 |
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 | 20.49 |
| American Century US Mid Cap Value Eq Tr | 0.00 | 19.61 |
| FMT/American Century Mid Cap Value R1 | 0.00 | 19.15 |
| RidgeWorth Mid-Cap Value Equity | 0.00 | 18.42 |
| Victory Mid Cap Value Collective Fd 80-F | 0.00 | 17.49 |
| FMT/iShares Russell Mid-Cap Value Idx R1 | 0.00 | 16.25 |
| Comerica Dividend Income Strategy CIF | 15.34 | 15.34 |
| Wilmington Trust MdCp Fdmtl Val Pt Cl 0 | 14.64 | 14.55 |
| Speece Thorson Value Fund | 15.57 | 14.49 |
| Wilmington Trust MdCp Fdmtl Val Pt Cl R | 14.78 | 14.03 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 5 year gross return | 5 year net return |
|---|---|---|
| American Century US Mid Cap Value Eq Tr | 0.00 | 17.61 |
| Wilmington Trust MdCp Fdmtl Val Pt Cl R | 0.00 | 17.55 |
| Wilmington Trust MdCp Fdmtl Val Pt Cl 0 | 17.11 | 17.00 |
| FMT/American Century Mid Cap Value R1 | 0.00 | 16.87 |
| FMT/iShares Russell Mid-Cap Value Idx R1 | 0.00 | 16.69 |
| RidgeWorth Mid-Cap Value Equity | 0.00 | 16.68 |
| FMT/DFA U.S. Vector Equity R1 | 0.00 | 15.74 |
| FMT/Vanguard Selected Value R1 | 0.00 | 14.80 |
| VT Vantagepoint Select Value R5 | 0.00 | 14.36 |
| VT Vantagepoint Select Value R3 | 0.00 | 14.02 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| Edge SMID Cap Value Equity Fund | 26.12 | 25.07 |
| DRZ Small Cap Value Collective Fund A | 0.00 | 22.85 |
| BlackRock Russell 2000ˆ® Value F | 0.00 | 19.02 |
| BlackRock Russell 2000 Value Index Fd 6 | 19.09 | 18.95 |
| BlackRock Russell 2000 Value Index Fd 8 | 19.09 | 18.93 |
| BlackRock Russell 2000 Value Index Fd 31 | 19.17 | 18.74 |
| State St Russell Sm Cpˆ® Val Indx NL Cl A | 18.63 | 18.62 |
| BlackRock Russell 2000 Value Index Fd 46 | 19.21 | 18.60 |
| State St Russell Sm Cpˆ® Val Indx NL Cl C | -6.00 | 18.56 |
| BlackRock Russell 2000 Value Index Fd 66 | 19.22 | 18.38 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Brandywine Diversified Small Cap BIT | 18.29 | 17.37 |
| Brandywine Diversified Small Cap GT | 18.25 | 17.32 |
| Edge SMID Cap Value Equity Fund | 18.18 | 17.19 |
| Brandywine Diversified Sm Cap Select BIT | 17.32 | 16.40 |
| FMT/DFA U.S. Targeted Value R1 | 0.00 | 16.32 |
| Victory Small Cap Value Collective Fund | 17.33 | 16.12 |
| FMT/DFA U.S. Small Cap Value R1 | 0.00 | 15.99 |
| FMT/American Beacon Small Cap Value R1 | 0.00 | 15.96 |
| Invesco US Quantitative Sm Val Tr Cl 3 | 0.00 | 15.95 |
| BlackRock Russell 2000ˆ® Value F | 0.00 | 15.60 |
Source: Morningstar Separate Account/CIT Fund Database
| Financial | 1 year gross return | 1 year net return |
|---|---|---|
| Associated Banc Corp Stock Fund | 8.95 | 8.95 |
| FMT/T. Rowe Price Financial Services R1 | 0.00 | 2.08 |
Source: Morningstar Separate Account/CIT Fund Database
| Financial | 5 year gross return | 5 year net return |
|---|---|---|
| Associated Banc Corp Stock Fund | 16.54 | 16.54 |
| FMT/T. Rowe Price Financial Services R1 | 0.00 | 16.43 |
Source: Morningstar Separate Account/CIT Fund Database
| Health | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/SPDR Health Care Sector R1 | 0.00 | 9.32 |
Source: Morningstar Separate Account/CIT Fund Database
| Health | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/SPDR Health Care Sector R1 | 0.00 | 18.53 |
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 | 10.65 |
| KBI Global Resources Solutions Cl A | 0.00 | 0.00 |
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 | -0.73 |
| KBI Global Resources Solutions Cl A | 0.00 | 0.00 |
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 | 65.32 |
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 | -9.14 |
Source: Morningstar Separate Account/CIT Fund Database
| Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| Security Capital Preferred Growth | 24.64 | 23.69 |
| FIAM U.S. Real Estate Invest Tr CIT | 21.06 | 20.35 |
| FMT/DFA Real Estate Securities R1 | 0.00 | 19.53 |
| Wilmington Trust Tot Ret REIT Port Cl 0 | 18.99 | 18.89 |
| American Century U.S. Real Estate Sec Tr | 0.00 | 18.65 |
| AEW Real Estate Securities Divers Trust | 0.00 | 18.57 |
| Cohen & Steers U.S. Realty CIT | 0.00 | 18.54 |
| FMT/Nuveen Real Estate Securities R1 | 0.00 | 18.29 |
| Wilmington Trust Tot Ret REIT Port Cl 45 | 19.29 | 18.03 |
| Wilmington Trust Tot Ret REIT Port Cl 60 | 19.33 | 17.90 |
Source: Morningstar Separate Account/CIT Fund Database
| Real Estate | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM U.S. Real Estate Invest Tr CIT | 17.05 | 16.36 |
| Wilmington Trust Tot Ret REIT Port Cl 0 | 16.47 | 16.32 |
| JPMCB U.S. Real Estate Securities Inv | 0.00 | 15.92 |
| AEW Real Estate Securities Divers Trust | 0.00 | 15.65 |
| State St REIT Indx NL Cl A | 0.00 | 15.47 |
| State St REIT Indx NL Cl C | 0.00 | 15.38 |
| FMT/DFA Real Estate Securities R1 | 0.00 | 15.34 |
| BNY Mellon REIT Index Fund UC1 | 15.42 | 15.28 |
| FMT/Nuveen Real Estate Securities R1 | 0.00 | 15.01 |
| Diversified Real Estate Fund U | 0.00 | 14.72 |
Source: Morningstar Separate Account/CIT Fund Database
| Technology | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/SPDR Technology Sector R1 | 0.00 | 22.08 |
Source: Morningstar Separate Account/CIT Fund Database
| Technology | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/SPDR Technology Sector R1 | 0.00 | 16.31 |
Source: Morningstar Separate Account/CIT Fund Database
| Equity Energy | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/SPDR Energy Sector R1 | 0.00 | 18.25 |
Source: Morningstar Separate Account/CIT Fund Database
| Equity Energy | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/SPDR Energy Sector R1 | 0.00 | 5.65 |
Source: Morningstar Separate Account/CIT Fund Database
| Aggressive Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| American Century US Value Yield Eq Tr 2 | 0.00 | 22.89 |
| American Century US Value Yield Eq Tr 1 | 0.00 | 22.63 |
| Alerus Aggressive Growth Direct | 13.86 | 13.86 |
| Alerus Aggressive Growth Institutional | 14.03 | 13.76 |
| Alerus Aggressive Growth Advisor | 14.12 | 13.62 |
| Strategic Roadmap Gr I | 0.00 | 13.59 |
| TOPSˆ® Strategic Allocation Growth | 0.00 | 13.51 |
| Strategic Roadmap Gr II | 0.00 | 13.45 |
| State St Agg Strategic Bal SL Cl I | 0.00 | 12.46 |
| CUNA Mutual Lifestyle Aggressive Fund | 0.00 | 12.41 |
Source: Morningstar Separate Account/CIT Fund Database
| Aggressive Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| American Century US Value Yield Eq Tr 2 | 0.00 | 15.19 |
| American Century US Value Yield Eq Tr 1 | 0.00 | 14.96 |
| State St Agg Strategic Bal SL Cl I | 0.00 | 13.17 |
| Wilmington Trust Strat Bal Port Cl 0 | 12.73 | 12.61 |
| Associated Conservative Growth LifeStage | 11.46 | 11.46 |
| Associated ASAP2 Conserv Growth Strat | 11.46 | 11.46 |
| Associated ASAP Conservative Gr Strat | 11.41 | 11.41 |
| StarCore III Fundˆ® | 0.00 | 11.27 |
| Wilmington Trust US Allc Port Cl 0 | 11.28 | 11.20 |
| Transamerica Intermediate/Long Horizon | 0.00 | 10.87 |
Source: Morningstar Separate Account/CIT Fund Database
| Bank Loan | 1 year gross return | 1 year net return |
|---|---|---|
| Credit Suisse Floating Rate Trust 0IM | 6.62 | 6.45 |
| Credit Suisse Floating Rate Trust 15 | 6.62 | 6.29 |
| Prudential Bank Loan Fund 1 | 0.00 | 6.23 |
| Credit Suisse Floating Rate Trust 45 | 6.62 | 5.98 |
| Prudential Bank Loan Fund 2 | 0.00 | 5.64 |
| Prudential Bank Loan Fund 3 | 0.00 | 5.54 |
| JPMCB Floating Rate Income Inv | 0.00 | 4.56 |
| Shenkman Capital Mgt High Yld Bank Loan | 5.05 | 4.46 |
| Voya Senior Loan Trust | 5.15 | 4.10 |
Source: Morningstar Separate Account/CIT Fund Database
| Bank Loan | 5 year gross return | 5 year net return |
|---|---|---|
| Prudential Bank Loan Fund 1 | 0.00 | 5.90 |
| Prudential Bank Loan Fund 2 | 0.00 | 5.32 |
| Prudential Bank Loan Fund 3 | 0.00 | 5.22 |
| Voya Senior Loan Trust | 6.16 | 5.14 |
| Credit Suisse Floating Rate Trust 0IM | 0.00 | 0.00 |
| Credit Suisse Floating Rate Trust 15 | 0.00 | 0.00 |
| Credit Suisse Floating Rate Trust 45 | 0.00 | 0.00 |
| JPMCB Floating Rate Income Inv | 0.00 | 0.00 |
| Shenkman Capital Mgt High Yld Bank Loan | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| Edge SMID Cap Value Equity Fund | 26.12 | 25.07 |
| DRZ Small Cap Value Collective Fund A | 0.00 | 22.85 |
| BlackRock Russell 2000ˆ® Value F | 0.00 | 19.02 |
| BlackRock Russell 2000 Value Index Fd 6 | 19.09 | 18.95 |
| BlackRock Russell 2000 Value Index Fd 8 | 19.09 | 18.93 |
| BlackRock Russell 2000 Value Index Fd 31 | 19.17 | 18.74 |
| State St Russell Sm Cpˆ® Val Indx NL Cl A | 18.63 | 18.62 |
| BlackRock Russell 2000 Value Index Fd 46 | 19.21 | 18.60 |
| State St Russell Sm Cpˆ® Val Indx NL Cl C | -6.00 | 18.56 |
| BlackRock Russell 2000 Value Index Fd 66 | 19.22 | 18.38 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Brandywine Diversified Small Cap BIT | 18.29 | 17.37 |
| Brandywine Diversified Small Cap GT | 18.25 | 17.32 |
| Edge SMID Cap Value Equity Fund | 18.18 | 17.19 |
| Brandywine Diversified Sm Cap Select BIT | 17.32 | 16.40 |
| FMT/DFA U.S. Targeted Value R1 | 0.00 | 16.32 |
| Victory Small Cap Value Collective Fund | 17.33 | 16.12 |
| FMT/DFA U.S. Small Cap Value R1 | 0.00 | 15.99 |
| FMT/American Beacon Small Cap Value R1 | 0.00 | 15.96 |
| Invesco US Quantitative Sm Val Tr Cl 3 | 0.00 | 15.95 |
| BlackRock Russell 2000ˆ® Value F | 0.00 | 15.60 |
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 | 20.49 |
| American Century US Mid Cap Value Eq Tr | 0.00 | 19.61 |
| FMT/American Century Mid Cap Value R1 | 0.00 | 19.15 |
| RidgeWorth Mid-Cap Value Equity | 0.00 | 18.42 |
| Victory Mid Cap Value Collective Fd 80-F | 0.00 | 17.49 |
| FMT/iShares Russell Mid-Cap Value Idx R1 | 0.00 | 16.25 |
| Comerica Dividend Income Strategy CIF | 15.34 | 15.34 |
| Wilmington Trust MdCp Fdmtl Val Pt Cl 0 | 14.64 | 14.55 |
| Speece Thorson Value Fund | 15.57 | 14.49 |
| Wilmington Trust MdCp Fdmtl Val Pt Cl R | 14.78 | 14.03 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 5 year gross return | 5 year net return |
|---|---|---|
| American Century US Mid Cap Value Eq Tr | 0.00 | 17.61 |
| Wilmington Trust MdCp Fdmtl Val Pt Cl R | 0.00 | 17.55 |
| Wilmington Trust MdCp Fdmtl Val Pt Cl 0 | 17.11 | 17.00 |
| FMT/American Century Mid Cap Value R1 | 0.00 | 16.87 |
| FMT/iShares Russell Mid-Cap Value Idx R1 | 0.00 | 16.69 |
| RidgeWorth Mid-Cap Value Equity | 0.00 | 16.68 |
| FMT/DFA U.S. Vector Equity R1 | 0.00 | 15.74 |
| FMT/Vanguard Selected Value R1 | 0.00 | 14.80 |
| VT Vantagepoint Select Value R5 | 0.00 | 14.36 |
| VT Vantagepoint Select Value R3 | 0.00 | 14.02 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Artisan Value Equity Trust | 0.00 | 24.67 |
| DRZ Value Equity Collective Invmt Tr A | 0.00 | 23.99 |
| DePrince, Race & Zollo, Lg-Cap Val CIT | 24.21 | 23.48 |
| FMT Global Infrastructure R1 | 0.00 | 22.83 |
| Delaware Large Cap Value Trust 55 | 0.00 | 18.97 |
| Beutel Goodman American Equity Fund | 19.30 | 18.59 |
| Columbia Trust Dividend Opportunity | 18.48 | 18.48 |
| Columbia Trust Dividend Opportunity A | 18.53 | 17.88 |
| Wells Fargo/TRP Instl Eq Inc Mgd F | 17.50 | 17.50 |
| Columbia Trust Dividend Income | 17.46 | 17.46 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Research Value | 18.12 | 17.55 |
| JPMCB U.S. Active Value Fund Inv | 0.00 | 17.49 |
| FMT/DFA U.S. Large Cap Value R1 | 0.00 | 17.33 |
| Delaware Large Cap Value Trust 55 | 0.00 | 17.03 |
| The Boston US Dynamic Large Cap Value CF | 17.70 | 16.95 |
| Transamerica Partners Large Core - CTF | 0.00 | 16.93 |
| JPMCB U.S. All Cap Value Inv | 0.00 | 16.87 |
| FMT/DFA U.S. Large Cap Value III R1 | 0.00 | 16.86 |
| Schwab Instl Lrg Cap Value Tr Fd-Instl | 17.25 | 16.80 |
| The Boston US Dynamic Large Cap Value EB | 17.53 | 16.78 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Champlain Small Company Fund, LLC | 25.24 | 24.05 |
| Wells Fargo/Multi-Manager Sm Cap F | 16.16 | 16.16 |
| Wells Fargo/Multi-Manager Sm Cap N | 0.00 | 16.08 |
| FMT SMID Diversified Growth R1 | 0.00 | 16.06 |
| Wellington CIF II Small Cap 2000 S1 | 16.74 | 15.77 |
| Wells Fargo/Multi-Manager Sm Cap TR | 15.73 | 15.73 |
| Royce Premier R-INST Class | 0.00 | 14.88 |
| Small Cap Strategic Allocation Fund | 0.00 | 14.23 |
| Kennedy Cap Small Cap Core CIF Cl A | 0.00 | 13.45 |
| FMT Small Cap Diversified Equity R1 | 0.00 | 13.18 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Small Cap 2000 S1 | 19.20 | 18.21 |
| Hillsdale US Performance Equity Fund | 19.82 | 17.84 |
| FIAM Small Company Pool | 18.48 | 17.54 |
| FMT Small Cap Diversified Equity R1 | 0.00 | 17.47 |
| FMT SMID Diversified Growth R1 | 0.00 | 16.68 |
| BlackRock Russell 2000ˆ® Growth F | 0.00 | 16.39 |
| State St Russell Sm Capˆ® Gr Indx NL Cl A | 0.00 | 16.14 |
| State St Russell Sm Capˆ® Gr Indx NL Cl C | 0.00 | 16.09 |
| Champlain Small Company Fund, LLC | 17.15 | 16.01 |
| BlackRock Russell 2000 Growth Index Fd 8 | 16.00 | 15.85 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Champlain Mid Cap Fund, LLC | 21.75 | 20.74 |
| FMT/Meridian Growth R1 | 0.00 | 17.78 |
| FMT Mid Cap Growth R1 | 0.00 | 17.33 |
| The Boston US Small-Mid Cap Opp Val EB | 18.15 | 17.11 |
| The DGI Growth, R1 | 0.00 | 15.17 |
| Delaware SMID Cap Growth Trust | 0.00 | 14.62 |
| PGI CIT Mid-Cap Equity Fund A | 14.48 | 14.49 |
| PGI CIT Mid-Cap Equity Fund | 14.95 | 14.27 |
| S/M Cp Cor Eq Collective Invmt M | 0.00 | 13.75 |
| S/M Cp Cor Eq Collective Invmt Fund | 14.31 | 13.59 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 5 year gross return | 5 year net return |
|---|---|---|
| FMT Mid Cap Growth R1 | 0.00 | 18.08 |
| Wellington CIF II Mid Cap Opportunity S2 | 18.31 | 17.75 |
| Wellington CIF II Mid Cap Opportunity S1 | 18.31 | 17.55 |
| CCI SMID Cap Growth Equity Fund | 18.09 | 17.10 |
| Champlain Mid Cap Fund, LLC | 17.78 | 16.80 |
| FMT/T. Rowe Price Mid-Cap Growth R1 | 0.00 | 16.72 |
| BNY Mellon Market Completion Fund UC1 | 16.02 | 15.94 |
| Delaware SMID Cap Growth Trust | 0.00 | 15.25 |
| Mid Cap Strategic Allocation Fund | 0.00 | 14.85 |
| Goldman Sachs Mid Cap Growth DC | 0.00 | 14.76 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| CastleArk Large Cap Growth 1 | 0.00 | 15.39 |
| FMT/American Funds Growth Fund of Am R1 | 0.00 | 14.98 |
| Comerica LargeCap Growth | 14.74 | 14.74 |
| BlackRock Equity Growth Non-Lendable F | 0.00 | 14.73 |
| Blackrock Eq Gr Fund CF | 14.73 | 14.66 |
| Comerica LargeCap Growth C | 14.74 | 14.66 |
| FIAM U.S. Total Market Equity CF | 14.95 | 14.38 |
| Benefit Meritage Growth Eq Fund Cl H | 15.40 | 14.32 |
| Capital Group U.S. Equity DB Fund | 15.03 | 14.25 |
| Capital Group U.S. Equity DC Unit T | 14.97 | 14.19 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB Growth Advantage | 0.00 | 19.19 |
| Wellington CIF US Research Equity | 19.08 | 18.37 |
| Wellington CIF II Large Cap Research S1 | 18.53 | 17.89 |
| Wellington CIF II Growth S1 | 17.88 | 17.24 |
| Schwab Instl Lrg Cap Growth Tr Fd-Instl | 17.79 | 17.15 |
| FIAM U.S. Total Market Equity CF | 17.54 | 16.96 |
| Comerica LargeCap Growth | 16.80 | 16.78 |
| BlackRock Equity Growth Non-Lendable F | 0.00 | 16.77 |
| Comerica LargeCap Growth C | 0.00 | 16.74 |
| Capital Group U.S. Equity DB Fund | 17.49 | 16.68 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Nuveen NWQ Small/Mid Cap Value | 19.06 | 18.21 |
| Comerica SmallCap 600 Inst | 18.17 | 18.17 |
| Comerica SmallCap 600 C | 18.17 | 18.09 |
| Amalgamated Bank LongView 600 SC Idx CF | 18.07 | 18.01 |
| Comerica SmallCap 600 A | 18.17 | 17.99 |
| JPMCB U.S. Small Cap Equity Blend Inv | 0.00 | 17.76 |
| Morningstar Small Cap Index G | 0.00 | 16.47 |
| BlackRock iSharesˆ® Russell 2000 Index F | 0.00 | 16.13 |
| BlackRock Russell 2000ˆ® Index F | 0.00 | 15.82 |
| State St Russell Sm Capˆ® Indx SL Cl I | 4.14 | 15.79 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Small Cap Core Class J | 19.83 | 19.00 |
| FIAM Small Cap Core Pool | 19.83 | 18.88 |
| Wellington CIF II Small Cap Opps | 19.49 | 18.49 |
| Blackrock Russell 2000 Alpha Tilts Fd A | 18.45 | 18.45 |
| JPMCB U.S. Small Company Equity Inv | 0.00 | 18.43 |
| Comerica SmallCap 600 Inst | 17.89 | 17.89 |
| Comerica SmallCap 600 C | 0.00 | 17.80 |
| Amalgamated Bank LongView 600 SC Idx CF | 17.81 | 17.75 |
| Comerica SmallCap 600 A | 17.89 | 17.71 |
| JPMCB U.S. Small Cap Equity Blend Inv | 0.00 | 17.59 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/Longleaf Small Cap R1 | 0.00 | 22.22 |
| Champlain Mid Cap Collective Fund 4 | 0.00 | 21.45 |
| Champlain Mid Cap Collective Fund 1 | 0.00 | 20.37 |
| Amalgamated Bank Longview Qnt Mid Cap CF | 17.83 | 17.20 |
| Transamerica Partners Mid Value - CTF | 0.00 | 15.86 |
| QMA US Mid Cap Core Equity Fund | 16.29 | 15.66 |
| BlackRock Mid-Cap Equity Index F | 0.00 | 15.41 |
| Comerica S&P Composite 1500 Index C | 0.00 | 15.41 |
| State St S&P MidCapˆ® Indx SL Cl I | 0.00 | 15.40 |
| BNY Mellon EB DL Mid Cap Stk Index | 15.43 | 15.37 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Amalgamated Bank Longview Qnt Mid Cap CF | 19.77 | 19.12 |
| QMA US Mid Cap Core Equity Fund | 19.31 | 18.67 |
| Transamerica Partners Mid Value - CTF | 0.00 | 18.15 |
| FIAM Small/Mid Cap Core Pool | 18.66 | 17.90 |
| BNY Mellon EB DO Mid Cap Core | 18.43 | 17.73 |
| BNY Mellon EB DL Mid Cap Stk Index | 17.49 | 17.43 |
| BNY Mellon EB DL Mid Cap Stk Index UC2 | 17.49 | 17.39 |
| LMCG MidCap Core Collective Fund | 0.00 | 17.18 |
| INTECH Instl US Enhanced Plus Eq | 0.00 | 16.84 |
| BlackRock Mid-Cap Equity Index F | 0.00 | 16.57 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| State St Nasdaq-100 Indxˆ® NL Cl A | 27.48 | 18.10 |
| State St Nasdaq-100 Indxˆ® NL Cl C | 27.46 | 18.04 |
| BlackRock MSCI USA Min Vol Idx F | 0.00 | 17.45 |
| Columbia Trust Contrarian Core | 15.96 | 15.95 |
| QMA US Core Equity Fund | 16.15 | 15.74 |
| BlackRock Equity Index Fund 0TS | 0.00 | 15.59 |
| BlackRock Equity Index 0 | 15.62 | 15.56 |
| Columbia Trust Contrarian Core Inst 1 | 0.00 | 15.55 |
| BlackRock Equity Index Fund 6 | 15.55 | 15.51 |
| BlackRock Equity Index Fund 8 | 15.58 | 15.51 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| State St Nasdaq-100 Indxˆ® NL Cl A | 20.01 | 19.42 |
| State St Nasdaq-100 Indxˆ® NL Cl C | 0.00 | 19.36 |
| JPMCB U.S. Active Core Equity Inv | 0.00 | 17.72 |
| QMA US Core Equity Fund | 17.95 | 17.54 |
| QMA US All Cap Core Equity Fund | 17.91 | 17.51 |
| BlackRock Active Stock F | 0.00 | 17.45 |
| Amalgamated Bank LongView Quant. LC CF | 17.49 | 17.14 |
| JPMCB U.S. Analyst Inv | 0.00 | 17.13 |
| Amalgamated Bank LongView LC Qtv VEBA Fd | 17.28 | 16.94 |
| JPMCB US Research Enh Idx (REI) 150 Inv | 0.00 | 16.90 |
Source: Morningstar Separate Account/CIT Fund Database
| Long/Short Equity | 1 year gross return | 1 year net return |
|---|---|---|
| Blackrock Alpha Advantage 500 | 10.94 | 10.56 |
| Swan Defined Risk Moderate Growth 2 | 0.00 | 8.48 |
| QMA US MARKET PARTICIPATION STRATEGY 1 | 0.00 | 7.89 |
| Swan Defined Risk Moderate 2 | 0.00 | 7.63 |
| QMA US MARKET PARTICIPATION STRATEGY 2 | 0.00 | 7.56 |
| JPMCB Opp Eq Long/Short Invest Cl | 0.00 | 0.00 |
| WealthMark Principal Preservation | 0.00 | 0.00 |
| Swan Defined Risk Moderate 1 | 0.00 | 0.00 |
| Swan Defined Risk Moderate Growth 1 | 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 | 18.01 | 17.60 |
| Swan Defined Risk Moderate Growth 2 | 0.00 | 0.00 |
| QMA US MARKET PARTICIPATION STRATEGY 1 | 0.00 | 0.00 |
| Swan Defined Risk Moderate 2 | 0.00 | 0.00 |
| QMA US MARKET PARTICIPATION STRATEGY 2 | 0.00 | 0.00 |
| JPMCB Opp Eq Long/Short Invest Cl | 0.00 | 0.00 |
| WealthMark Principal Preservation | 0.00 | 0.00 |
| Swan Defined Risk Moderate 1 | 0.00 | 0.00 |
| Swan Defined Risk Moderate Growth 1 | 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) | 14.31 | 13.79 |
| JPMCB U.S. Active Core Plus Equity Inv | 0.00 | 12.83 |
| JPMCB U.S. Research Plus Fund Inv | 0.00 | 8.40 |
Source: Morningstar Separate Account/CIT Fund Database
| Leveraged Net Long | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB U.S. Active Core Plus Equity Inv | 0.00 | 17.52 |
| Analytic Core Eq Plus (SP500) | 16.90 | 16.35 |
| JPMCB U.S. Research Plus Fund Inv | 0.00 | 15.64 |
Source: Morningstar Separate Account/CIT Fund Database
| World Stock | 1 year gross return | 1 year net return |
|---|---|---|
| SGA Global Growth CIT | 0.00 | 25.08 |
| KBI DST Water Fund | 22.77 | 21.74 |
| FIAM Concentrated Intl Small Cap CIT | 13.35 | 21.64 |
| FIAM Concentrated Intl Small Cap Rep | 12.91 | 21.24 |
| Artisan Global Opportunity Trust, Tier 2 | 20.29 | 20.36 |
| Artisan Global Opportunity Trust, Tier 3 | 20.54 | 19.64 |
| Artisan Global Opportunity Trust, Tier 1 | 20.57 | 19.55 |
| Manning & Napier Global Equity CIT CL Z | 18.11 | 18.11 |
| Johnston Global Equity Group Trust | 18.41 | 17.60 |
| Manning & Napier Global Equity CIT CL I | 0.00 | 17.31 |
Source: Morningstar Separate Account/CIT Fund Database
| World Stock | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Global Perspectives | 16.19 | 16.05 |
| Thornburg Global Equity Fund | 0.00 | 15.16 |
| JPMCB Diversified Equity Fund | 0.00 | 13.76 |
| FIAM Concentrated Intl Small Cap Rep | 12.88 | 13.69 |
| FIAM Concentrated Intl Small Cap CIT | 12.78 | 13.57 |
| FMT/American Funds Small Cap World R1 | 0.00 | 13.54 |
| Wellington CIF Global Research Equity | 14.28 | 13.44 |
| FIAM Select Global CIT | 12.42 | 13.32 |
| Johnston Global Equity Group Trust | 13.99 | 13.31 |
| FMT/American Funds New Perspective R1 | 0.00 | 12.89 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Pictet International Equity Fund LLC | 12.68 | 11.73 |
| Sprucegrove U.S. International Pool | 11.77 | 10.80 |
| Delaware Intl Val Strat (CIT) | 0.00 | 9.22 |
| Beutel Goodman International Equity Fund | 9.53 | 8.71 |
| LSV Asset Mgt Intl Lg Cap Val Eq Trust | 9.09 | 8.31 |
| Wilmington Trust Intl Fdmtl Val Pr Cl 0 | 7.88 | 7.68 |
| Northern Tr Pzena Int Ex Va ACWI EX US 1 | 0.00 | 7.49 |
| Wilmington Trust Intl Fdmtl Val Pr Cl R | 0.00 | 7.15 |
| Brandes International Equity Fund 7 | 7.29 | 6.65 |
| FMT/DFA International Value R1 | 0.00 | 5.66 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| The Boston International CF | 10.17 | 9.29 |
| Pictet International Equity Fund LLC | 10.08 | 9.15 |
| Wilmington Trust Intl Fdmtl Val Pr Cl 0 | 8.52 | 8.33 |
| LSV Asset Mgt Intl Lg Cap Val Eq Trust | 8.74 | 7.96 |
| Brandes International Equity Fund 7 | 8.24 | 7.66 |
| Sprucegrove U.S. International Pool | 6.98 | 6.03 |
| Templeton Intl Equity CF | 6.53 | 5.88 |
| FMT/DFA International Value R1 | 0.00 | 5.49 |
| Wilmington Trust Intl Value Port Cl 0 | 4.84 | 4.64 |
| FMT International Value Opportunities R1 | 0.00 | 2.93 |
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 | 17.49 |
| MFSˆ® International Value Equity CL 4 | 0.00 | 16.75 |
| MFSˆ® International Value CIT Cl 2 | 0.00 | 16.58 |
| Morningstar Emerging Market Index G | 0.00 | 16.38 |
| Acadian Intl Eq Managed Vol M | 0.00 | 13.67 |
| FIAM Select International Rep | 3.11 | 13.41 |
| Manning & Napier Non-U.S. Equity U | 0.00 | 12.99 |
| FIAM International Growth Pool | 5.01 | 12.91 |
| FIAM International Growth Rep | 5.01 | 12.91 |
| Fisher Investments All World Equity 3 | 0.00 | 12.66 |
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 | 14.16 |
| FIAM Select International Rep | 8.13 | 9.59 |
| FIAM International Growth Pool | 8.37 | 9.35 |
| FIAM International Growth Rep | 8.37 | 9.35 |
| FIAM Select International Pool | 8.26 | 9.25 |
| JPMCB Intrepid International Fund Inv | 0.00 | 9.11 |
| QMA International Core Equity Fund | 9.68 | 9.08 |
| PGI Diversified International Equity Fd | 9.77 | 8.96 |
| GlobeFlex International All Cap CF | 9.47 | 8.69 |
| BNY Mellon International Stock Id Fd UC1 | 8.64 | 8.50 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Capital Group Intl All Countries Eq DB | 15.89 | 15.09 |
| Capital Group Intl All Countries Eq DC-T | 15.89 | 15.09 |
| MFSˆ® International Growth Equity CL 1 | 0.00 | 13.94 |
| MFSˆ® International Growth Equity CIT | 0.00 | 13.94 |
| Johnston Intl Equity Group Trust | 14.61 | 13.79 |
| American Century US Lg Cp Grwth Eq N | 0.00 | 13.74 |
| Wilmington Trust Intl Growth Port Cl 0 | 13.65 | 13.47 |
| MFSˆ® International Growth Equity CL 4 | 0.00 | 13.28 |
| MFSˆ® International Growth Eq CIT-Cl 2 | 0.00 | 13.09 |
| Fiera International Equity 1 | 0.00 | 12.64 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Artisan International Growth Trust - T1 | 11.19 | 10.19 |
| FMT/Artisan International R1 | 0.00 | 9.74 |
| MFSˆ® International Growth Equity CL 1 | 0.00 | 9.48 |
| MFSˆ® International Growth Equity CIT | 0.00 | 9.47 |
| William Blair International Growth CIT | 9.74 | 8.88 |
| Wilmington Trust Intl Growth Port Cl 0 | 9.13 | 8.87 |
| MFSˆ® International Growth Equity CL 4 | 0.00 | 8.79 |
| FMT/American Funds Europacific R1 | 0.00 | 8.71 |
| MFSˆ® International Growth Eq CIT-Cl 2 | 0.00 | 8.65 |
| Johnston Intl Equity Group Trust | 9.00 | 8.27 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Value | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/DFA Intl Small Cap Value R1 | 0.00 | 9.97 |
| Templeton International Smaller Co CF | 7.41 | 6.62 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Value | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/DFA Intl Small Cap Value R1 | 0.00 | 11.05 |
| Templeton International Smaller Co CF | 10.54 | 9.81 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Growth | 1 year gross return | 1 year net return |
|---|---|---|
| MFSˆ® International Small Cap CIT-Class 1 | 0.00 | 12.14 |
| MFSˆ® International Small Cap CIT-Class 4 | 0.00 | 11.21 |
| Rainier Small Cap International Equity L | 0.00 | 8.16 |
| Axiom International Sm Cp Equity Tr Cl 2 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Growth | 5 year gross return | 5 year net return |
|---|---|---|
| MFSˆ® International Small Cap CIT-Class 1 | 0.00 | 0.00 |
| MFSˆ® International Small Cap CIT-Class 4 | 0.00 | 0.00 |
| Rainier Small Cap International Equity L | 0.00 | 0.00 |
| Axiom International Sm Cp Equity Tr Cl 2 | 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 | -0.65 | 7.79 |
Source: Morningstar Separate Account/CIT Fund Database
| Europe Stock | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Europe Growth Pool | 8.28 | 9.45 |
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 | 16.99 | 20.48 |
| 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 |
|---|---|---|
| BlackRock FTSE RAFI Emerging Index NL F | 0.00 | 26.24 |
| Lazard/Wilmington Emerging Markets D | 25.54 | 24.54 |
| Lazard/Wilmington Emerging Markets C | 25.59 | 24.46 |
| Lazard/Wilmington Emrg Mkts Sudan Free A | 25.84 | 24.40 |
| Lazard/Wilmington Emerging Markets B | 25.53 | 24.28 |
| Lazard/Wilmington Emerging Markets A | 25.48 | 24.10 |
| Trilogy Emerging Markets Fund | 24.29 | 23.08 |
| Polunin Developing Countries 1 | 0.00 | 22.79 |
| JPMCB Emerg Markets Equity Focused Inv | 0.00 | 21.39 |
| The Boston Emerging Markets Equity CF | 22.55 | 21.23 |
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 | 6.80 |
| FMT/DFA Emerging Markets Small-Cap R1 | 0.00 | 6.41 |
| OFIGTC Emerging Markets Equity A | 0.00 | 5.97 |
| William Emerging Markets Growth CIT | 6.15 | 5.10 |
| Russell Emerging Markets Fund | 0.00 | 5.09 |
| JPMCB Emerg Markets Equity Focused Inv | 0.00 | 4.51 |
| BlackRock Emerging Markets Eq Idx Fd 0 | 4.00 | 3.94 |
| City of London Global Emg Mkts Fund | 5.21 | 3.93 |
| BlackRock Emerging Markets Eq Idx Fd 6 | 3.93 | 3.77 |
| FMT/DFA Emerging Markets R1 | 0.00 | 3.74 |
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 | 16.06 | 16.06 |
| BlackRock Developed Real Estate Idx F | 0.00 | 15.75 |
| BlackRock Developed Real Estate Idx NL F | 0.00 | 15.72 |
| Cohen & Steers Global Realty CIT | 0.00 | 15.52 |
| RREEF Global Real Estate Sec CF-A | 15.19 | 15.19 |
| AEW Gl Property Secs Master Tr-DC Plan A | 0.00 | 14.66 |
| AEW Gl Property Secs Master Tr-DC Plan B | 0.00 | 14.64 |
| American Century Glbl Real Estate Sec N | 0.00 | 13.82 |
| FMT/DFA Int'l Real Estate Securities R1 | 0.00 | 12.84 |
| Voya Global Real Estate | 13.40 | 12.48 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Real Estate | 5 year gross return | 5 year net return |
|---|---|---|
| PGI Global Property Securities Fund | 14.78 | 13.99 |
| RREEF Global Real Estate Sec Cmgld Fund | 13.86 | 13.86 |
| BlackRock Developed Real Estate Idx F | 0.00 | 13.15 |
| RREEF Global Real Estate Sec CF-A | 13.09 | 13.09 |
| Voya Global Real Estate | 11.40 | 11.14 |
| FMT/DFA Int'l Real Estate Securities R1 | 0.00 | 10.50 |
| JPMCB Int'l Real Estate Securities Inv | 0.00 | 9.66 |
| BlackRock Developed Real Estate Idx NL F | 0.00 | 0.00 |
| Cohen & Steers Global Realty CIT | 0.00 | 0.00 |
| AEW Gl Property Secs Master Tr-DC Plan A | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| World Bond | 1 year gross return | 1 year net return |
|---|---|---|
| State St Wld Gov Bd exUS Idx NL QIB Cl A | 0.00 | 12.65 |
| Brandywine Global Opportun Fxd BGIMT | 12.01 | 11.42 |
| Wells Fargo International Bond F | 0.00 | 10.95 |
| American Century Non-US F/I N | 0.00 | 10.79 |
| Wells Fargo International Bond TR | 10.57 | 10.57 |
| Brandywine Intl Opportunistic Fxd BIT | 11.12 | 10.51 |
| Loomis Sayles Global CIT Class D | 0.00 | 9.54 |
| Loomis Sayles MFD Class C | 0.00 | 9.50 |
| Brandywine Global Fixed Income GT | 9.28 | 8.67 |
| Brandywine Global Fixed Income BIT | 9.18 | 8.61 |
Source: Morningstar Separate Account/CIT Fund Database
| World Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Brandywine Global Opportun Fxd BGIMT | 4.41 | 3.84 |
| Brandywine Intl Opportunistic Fxd BIT | 4.40 | 3.83 |
| Brandywine Global Fixed Income BIT | 3.61 | 3.05 |
| Brandywine Global Fixed Income GT | 3.55 | 2.98 |
| Brandywine Global Fixed Income BGIMT | 3.34 | 2.88 |
| Franklin Templeton Global Bond Plus (CF) | 3.33 | 2.81 |
| Brandywine International Fixed Inc BIT | 3.21 | 2.64 |
| BW Global Investment Grade Fixed Inc R1 | 0.00 | 2.47 |
| FMT/DFA Five-Year Global F/I R1 | 0.00 | 1.96 |
| JPMCB International Rates Fund Inv | 0.00 | 1.78 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM High Yield Core Institutional CF | 10.19 | 14.82 |
| Capital Group Global High Yield FI DB Fd | 14.73 | 13.94 |
| JPMCB Corporate High Yield Inv | 0.00 | 12.79 |
| Aon Hewitt High Yield Plus I | 0.00 | 11.82 |
| Transamerica High Yield Bond - CTF | 0.00 | 11.72 |
| Navigator Fixd Inc Total Ret Fd Fee Cl 5 | 12.37 | 11.70 |
| American Century US Hi-Yld Corp Bd N | 0.00 | 11.66 |
| Navigator Fixd Inc Total Ret Fd Fee Cl 8 | 0.00 | 11.57 |
| Eaton Vance EB High Yield I | 12.01 | 11.45 |
| Navigator Fixd Inc Total Ret Fd Fee Cl 1 | 0.00 | 11.38 |
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 | 9.63 | 9.12 |
| JPMCB Corporate High Yield Inv | 0.00 | 8.89 |
| Transamerica High Yield Bond - CTF | 0.00 | 8.61 |
| Eaton Vance EB High Yield I | 9.05 | 8.51 |
| Prudential High Yield Fund 1 | 0.00 | 8.34 |
| FIAM High Yield Core Institutional CF | 7.79 | 8.25 |
| JPMCB High Yield Fund Inv | 0.00 | 8.10 |
| Prudential High Yield Fund 3 | 0.00 | 7.97 |
| Prudential High Yield Fund 6 | 0.00 | 7.89 |
| Prudential High Yield Fund 4 | 0.00 | 7.87 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| FMT US Government Securities R1 | 0.00 | 3.81 |
| Diversified Ret Interm Govt/Credit Tr | 0.00 | 3.68 |
| RiverSource Trust Government Income | 0.00 | 3.67 |
| FMT/Vanguard GNMA R1 | 0.00 | 3.39 |
| FIAM Mortgage-Backed Securities CIT | 3.71 | 2.31 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Mortgage-Backed Securities CIT | 3.11 | 2.62 |
| RiverSource Trust Government Income | 0.00 | 2.40 |
| FMT/Vanguard GNMA R1 | 0.00 | 2.19 |
| FMT US Government Securities R1 | 0.00 | 1.78 |
| 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 |
|---|---|---|
| Wilmington Trust Strat Bond Port Cl 0 | 9.60 | 9.46 |
| JPMCB Public Bond Fund Inv | 0.00 | 9.33 |
| Loomis Sayles Core Plus Fixed Income B | 0.00 | 9.14 |
| Wilmington Trust Strat Bond Port Cl R | 9.60 | 9.03 |
| Loomis Sayles Core Plus Fixed Income D | 0.00 | 8.85 |
| Loomis Sayles Core Plus Fixed Income C | 0.00 | 8.79 |
| Western Asset Core Plus Bond R-Inst | 0.00 | 8.70 |
| Wilmington Trust Strat Bond Port Cl 45 | 9.57 | 8.53 |
| Western Asset Core Plus Bond R1 | 0.00 | 8.39 |
| Invesco Core Plus Fixed Income Trust | 0.00 | 8.38 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB Mortgage Credit Opportunity Inv | 0.00 | 7.35 |
| Prudential Core Plus Bond Inst 1 | 0.00 | 5.69 |
| Loomis Sayles Core Plus Fixed Income B | 0.00 | 5.64 |
| Prudential Core Plus Bond Fund 2 | 0.00 | 5.54 |
| Prudential Core Plus Bond Fund 3 | 0.00 | 5.37 |
| Prudential Core Plus Bond Fund 4 | 0.00 | 5.27 |
| Brandes Core Plus Fixed Income Fund 4 | 5.59 | 5.27 |
| JPMCB Public Bond Fund Inv | 0.00 | 5.22 |
| Invesco Core Plus Fixed Income Trust | 0.00 | 5.19 |
| Wilmington Trust Strat Bond Port Cl 0 | 5.27 | 5.15 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 1 year gross return | 1 year net return |
|---|---|---|
| BlackRock Interm Govt Bond Index F | 0.00 | 2.64 |
| Columbia Trust Short Dur U.S. Gvmt Fd II | 2.40 | 1.99 |
| Columbia Trust Short Dur U.S. Gvmt Fd | 1.56 | 1.56 |
| Smith Breeden High Credit Qual Short Dur | 1.66 | 1.33 |
| BlackRock 1-3 Year Govt Bond Index F | 0.00 | 1.00 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 1.02 | 0.98 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 1.03 | 0.93 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 1.03 | 0.91 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 1.02 | 0.66 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 1.02 | 0.52 |
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 | 1.77 |
| Columbia Trust Short Dur U.S. Gvmt Fd II | 2.09 | 1.68 |
| Columbia Trust Short Dur U.S. Gvmt Fd | 1.27 | 1.27 |
| Smith Breeden High Credit Qual Short Dur | 1.48 | 1.08 |
| BlackRock 1-3 Year Govt Bond Index F | 0.00 | 0.83 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 0.85 | 0.81 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 0.74 | 0.63 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 0.74 | 0.61 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 0.74 | 0.38 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 0.75 | 0.24 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Amalgamated Ultra Construction Loan | 8.46 | 7.39 |
| Fisher Investments U.S. Fixed Income 3 | 0.00 | 6.29 |
| PGI Commercial Mortgage Backed Secs Fund | 5.55 | 5.07 |
| Reliance Trust Moderate Cash Balance 0 | 0.00 | 3.60 |
| Wilmington Trust Short Dur Port Cl 0 | 2.92 | 2.82 |
| EB Active 1-5 Government/Credit Fund | 0.00 | 2.18 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 2.16 |
| Voya Short Duration High Quality Trust | 1.84 | 2.10 |
| Merganser Short Term Bond Instl Trust | 0.00 | 2.05 |
| Christian Bros CUIT Short Bond Fund | 2.27 | 2.04 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Amalgamated Ultra Construction Loan | 8.83 | 7.76 |
| Wilmington Trust Short Dur Port Cl 0 | 1.98 | 1.88 |
| Transamerica High Quality Bond - CTF | 0.00 | 1.82 |
| Voya Short Duration High Quality Trust | 1.53 | 1.81 |
| Christian Bros CUIT Short Bond Fund | 2.07 | 1.70 |
| VT Vantagepoint Low Dur Bond R5 | 0.00 | 1.63 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 1.61 |
| FIAM Short Duration Pool | 1.67 | 1.43 |
| Associated Short Term Bond Fund | 1.20 | 1.20 |
| Associated PT Short Term Bond Fund | 1.12 | 1.12 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Leveraged Loan Pool | 6.20 | 5.67 |
| Wells Fargo/Galliard Ultra-Short Bd G | 0.00 | 1.20 |
| Amer Cent Cash and Cash Equivalent N | 0.00 | 0.34 |
| FMT/DFA One-Year F/I R1 | 0.00 | 0.29 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.14 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Leveraged Loan Pool | 6.95 | 6.42 |
| FMT/DFA One-Year F/I R1 | 0.00 | 0.16 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.33 |
| 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 | 18.72 |
| Prudential Long Term Gov/Cred Bond Fd 1 | 0.00 | 15.70 |
| Prudential Long Term Gov/Cred Bond Fd 2 | 0.00 | 15.39 |
| Prudential Long Term Gov/Cred Bond Fd 3 | 0.00 | 15.28 |
| BlackRock 20+ Treasury Bond F | 0.00 | 14.06 |
| Blackrock 20+ Treas Bond Idx CF | 14.08 | 14.03 |
| Russell Long Duration Fixed Income | 13.89 | 13.89 |
| Blackrock Long Govt Bond Idx Fund CF | 13.35 | 13.31 |
| BlackRock Long Term Govt Bond Index NL F | 0.00 | 13.17 |
| State St US Lg Gov Bnd Indx SL Cl I | -6.43 | 13.03 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| Russell Long Duration Fixed Income | 7.34 | 7.34 |
| Prudential Long Term Gov/Cred Bond Fd 1 | 0.00 | 7.03 |
| Prudential Long Term Gov/Cred Bond Fd 2 | 0.00 | 6.74 |
| Prudential Long Term Gov/Cred Bond Fd 3 | 0.00 | 6.64 |
| BlackRock 20+ Treasury Bond F | 0.00 | 5.65 |
| State St US Lg Gov Bnd Indx SL Cl I | 0.00 | 5.51 |
| State St US Lg Gov Bnd Indx NL Cl A | 0.00 | 5.47 |
| BNY Mellon EB LT Govt Bond Index | 5.50 | 5.44 |
| Blackrock Long Govt Bond Idx Fund CF | 4.54 | 4.50 |
| Wells Fargo Liability Driven Sol III F | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Western Asset Long Duration Credit R Ins | 0.00 | 17.58 |
| Western Asset Long Duration Credit R | 0.00 | 17.37 |
| Prudential US Long Dur Corp Bond 1 | 0.00 | 16.92 |
| Prudential US Long Dur Corp Bond 3 | 0.00 | 16.59 |
| Prudential US Long Dur Corp Bond 4 | 0.00 | 16.47 |
| JPMCB Long Credit Fund Inv | 0.00 | 15.97 |
| Prudential US Long Dur Hi Qual Corp Bd 1 | 0.00 | 15.83 |
| BNY Mellon EB LT Credit Bond Index | 15.74 | 15.69 |
| Blackrock Long Corp Bond Idx CF | 15.77 | 15.68 |
| JPMCB High Quality Long Corporate Inv | 0.00 | 15.53 |
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 | 9.00 |
| Prudential US Long Dur Corp Bond 1 | 0.00 | 8.29 |
| Prudential US Long Dur Corp Bond 3 | 0.00 | 7.99 |
| Prudential US Long Dur Corp Bond 4 | 0.00 | 7.88 |
| Prudential US Long Dur Hi Qual Corp Bd 1 | 0.00 | 7.75 |
| JPMCB Long Credit Fund Inv | 0.00 | 7.39 |
| JPMCB High Quality Long Corporate Inv | 0.00 | 7.38 |
| FIAM Long Corporate Pool | 7.39 | 7.09 |
| BNY Mellon EB LT Credit Bond Index | 7.13 | 7.07 |
| JPMCB Extended Duration Sector Inv | 0.00 | 6.99 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Lafayette Advs U.S. Bond B | 0.00 | 9.77 |
| Lafayette Advs U.S. Bond A | 0.00 | 9.54 |
| Western Asset Global Strategic Income R3 | 0.00 | 9.47 |
| Lafayette Advs U.S. Bond C | 0.00 | 9.36 |
| Loomis Sayles MSFD CIT | 9.98 | 9.35 |
| FIAM Investment Grade Credit Rep | 8.54 | 8.27 |
| Pioneer Multi-Sector F/I - T2 | 0.00 | 7.30 |
| SEI Core Plus Fixed Income Fund CT-1 | 0.00 | 7.15 |
| SEI Core Plus Fixed Income Fund CT-2 | 0.00 | 6.95 |
| FIAM Broad Market Duration Pool | 7.08 | 6.82 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Investment Grade Credit Rep | 5.40 | 5.14 |
| FIAM Broad Market Duration Pool | 4.12 | 3.86 |
| BlackRock CorePlus Bond Fund | 3.78 | 3.78 |
| Blackrock CoreActive Bond Fund | 3.64 | 3.50 |
| Lafayette Advs U.S. Bond B | 0.00 | 0.00 |
| Lafayette Advs U.S. Bond A | 0.00 | 0.00 |
| Western Asset Global Strategic Income R3 | 0.00 | 0.00 |
| Lafayette Advs U.S. Bond C | 0.00 | 0.00 |
| Loomis Sayles MSFD CIT | 0.00 | 0.00 |
| Pioneer Multi-Sector F/I - T2 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM High Yield Core Institutional CF | 10.19 | 14.82 |
| Capital Group Global High Yield FI DB Fd | 14.73 | 13.94 |
| JPMCB Corporate High Yield Inv | 0.00 | 12.79 |
| Aon Hewitt High Yield Plus I | 0.00 | 11.82 |
| Transamerica High Yield Bond - CTF | 0.00 | 11.72 |
| Navigator Fixd Inc Total Ret Fd Fee Cl 5 | 12.37 | 11.70 |
| American Century US Hi-Yld Corp Bd N | 0.00 | 11.66 |
| Navigator Fixd Inc Total Ret Fd Fee Cl 8 | 0.00 | 11.57 |
| Eaton Vance EB High Yield I | 12.01 | 11.45 |
| Navigator Fixd Inc Total Ret Fd Fee Cl 1 | 0.00 | 11.38 |
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 | 9.63 | 9.12 |
| JPMCB Corporate High Yield Inv | 0.00 | 8.89 |
| Transamerica High Yield Bond - CTF | 0.00 | 8.61 |
| Eaton Vance EB High Yield I | 9.05 | 8.51 |
| Prudential High Yield Fund 1 | 0.00 | 8.34 |
| FIAM High Yield Core Institutional CF | 7.79 | 8.25 |
| JPMCB High Yield Fund Inv | 0.00 | 8.10 |
| Prudential High Yield Fund 3 | 0.00 | 7.97 |
| Prudential High Yield Fund 6 | 0.00 | 7.89 |
| Prudential High Yield Fund 4 | 0.00 | 7.87 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| FMT US Government Securities R1 | 0.00 | 3.81 |
| Diversified Ret Interm Govt/Credit Tr | 0.00 | 3.68 |
| RiverSource Trust Government Income | 0.00 | 3.67 |
| FMT/Vanguard GNMA R1 | 0.00 | 3.39 |
| FIAM Mortgage-Backed Securities CIT | 3.71 | 2.31 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Mortgage-Backed Securities CIT | 3.11 | 2.62 |
| RiverSource Trust Government Income | 0.00 | 2.40 |
| FMT/Vanguard GNMA R1 | 0.00 | 2.19 |
| FMT US Government Securities R1 | 0.00 | 1.78 |
| 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 |
|---|---|---|
| Wilmington Trust Strat Bond Port Cl 0 | 9.60 | 9.46 |
| JPMCB Public Bond Fund Inv | 0.00 | 9.33 |
| Loomis Sayles Core Plus Fixed Income B | 0.00 | 9.14 |
| Wilmington Trust Strat Bond Port Cl R | 9.60 | 9.03 |
| Loomis Sayles Core Plus Fixed Income D | 0.00 | 8.85 |
| Loomis Sayles Core Plus Fixed Income C | 0.00 | 8.79 |
| Western Asset Core Plus Bond R-Inst | 0.00 | 8.70 |
| Wilmington Trust Strat Bond Port Cl 45 | 9.57 | 8.53 |
| Western Asset Core Plus Bond R1 | 0.00 | 8.39 |
| Invesco Core Plus Fixed Income Trust | 0.00 | 8.38 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB Mortgage Credit Opportunity Inv | 0.00 | 7.35 |
| Prudential Core Plus Bond Inst 1 | 0.00 | 5.69 |
| Loomis Sayles Core Plus Fixed Income B | 0.00 | 5.64 |
| Prudential Core Plus Bond Fund 2 | 0.00 | 5.54 |
| Prudential Core Plus Bond Fund 3 | 0.00 | 5.37 |
| Prudential Core Plus Bond Fund 4 | 0.00 | 5.27 |
| Brandes Core Plus Fixed Income Fund 4 | 5.59 | 5.27 |
| JPMCB Public Bond Fund Inv | 0.00 | 5.22 |
| Invesco Core Plus Fixed Income Trust | 0.00 | 5.19 |
| Wilmington Trust Strat Bond Port Cl 0 | 5.27 | 5.15 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 1 year gross return | 1 year net return |
|---|---|---|
| BlackRock Interm Govt Bond Index F | 0.00 | 2.64 |
| Columbia Trust Short Dur U.S. Gvmt Fd II | 2.40 | 1.99 |
| Columbia Trust Short Dur U.S. Gvmt Fd | 1.56 | 1.56 |
| Smith Breeden High Credit Qual Short Dur | 1.66 | 1.33 |
| BlackRock 1-3 Year Govt Bond Index F | 0.00 | 1.00 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 1.02 | 0.98 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 1.03 | 0.93 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 1.03 | 0.91 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 1.02 | 0.66 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 1.02 | 0.52 |
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 | 1.77 |
| Columbia Trust Short Dur U.S. Gvmt Fd II | 2.09 | 1.68 |
| Columbia Trust Short Dur U.S. Gvmt Fd | 1.27 | 1.27 |
| Smith Breeden High Credit Qual Short Dur | 1.48 | 1.08 |
| BlackRock 1-3 Year Govt Bond Index F | 0.00 | 0.83 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 0.85 | 0.81 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 0.74 | 0.63 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 0.74 | 0.61 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 0.74 | 0.38 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 0.75 | 0.24 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Amalgamated Ultra Construction Loan | 8.46 | 7.39 |
| Fisher Investments U.S. Fixed Income 3 | 0.00 | 6.29 |
| PGI Commercial Mortgage Backed Secs Fund | 5.55 | 5.07 |
| Reliance Trust Moderate Cash Balance 0 | 0.00 | 3.60 |
| Wilmington Trust Short Dur Port Cl 0 | 2.92 | 2.82 |
| EB Active 1-5 Government/Credit Fund | 0.00 | 2.18 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 2.16 |
| Voya Short Duration High Quality Trust | 1.84 | 2.10 |
| Merganser Short Term Bond Instl Trust | 0.00 | 2.05 |
| Christian Bros CUIT Short Bond Fund | 2.27 | 2.04 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Amalgamated Ultra Construction Loan | 8.83 | 7.76 |
| Wilmington Trust Short Dur Port Cl 0 | 1.98 | 1.88 |
| Transamerica High Quality Bond - CTF | 0.00 | 1.82 |
| Voya Short Duration High Quality Trust | 1.53 | 1.81 |
| Christian Bros CUIT Short Bond Fund | 2.07 | 1.70 |
| VT Vantagepoint Low Dur Bond R5 | 0.00 | 1.63 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 1.61 |
| FIAM Short Duration Pool | 1.67 | 1.43 |
| Associated Short Term Bond Fund | 1.20 | 1.20 |
| Associated PT Short Term Bond Fund | 1.12 | 1.12 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Leveraged Loan Pool | 6.20 | 5.67 |
| Wells Fargo/Galliard Ultra-Short Bd G | 0.00 | 1.20 |
| Amer Cent Cash and Cash Equivalent N | 0.00 | 0.34 |
| FMT/DFA One-Year F/I R1 | 0.00 | 0.29 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.14 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Leveraged Loan Pool | 6.95 | 6.42 |
| FMT/DFA One-Year F/I R1 | 0.00 | 0.16 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.33 |
| 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 | 18.72 |
| Prudential Long Term Gov/Cred Bond Fd 1 | 0.00 | 15.70 |
| Prudential Long Term Gov/Cred Bond Fd 2 | 0.00 | 15.39 |
| Prudential Long Term Gov/Cred Bond Fd 3 | 0.00 | 15.28 |
| BlackRock 20+ Treasury Bond F | 0.00 | 14.06 |
| Blackrock 20+ Treas Bond Idx CF | 14.08 | 14.03 |
| Russell Long Duration Fixed Income | 13.89 | 13.89 |
| Blackrock Long Govt Bond Idx Fund CF | 13.35 | 13.31 |
| BlackRock Long Term Govt Bond Index NL F | 0.00 | 13.17 |
| State St US Lg Gov Bnd Indx SL Cl I | -6.43 | 13.03 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| Russell Long Duration Fixed Income | 7.34 | 7.34 |
| Prudential Long Term Gov/Cred Bond Fd 1 | 0.00 | 7.03 |
| Prudential Long Term Gov/Cred Bond Fd 2 | 0.00 | 6.74 |
| Prudential Long Term Gov/Cred Bond Fd 3 | 0.00 | 6.64 |
| BlackRock 20+ Treasury Bond F | 0.00 | 5.65 |
| State St US Lg Gov Bnd Indx SL Cl I | 0.00 | 5.51 |
| State St US Lg Gov Bnd Indx NL Cl A | 0.00 | 5.47 |
| BNY Mellon EB LT Govt Bond Index | 5.50 | 5.44 |
| Blackrock Long Govt Bond Idx Fund CF | 4.54 | 4.50 |
| Wells Fargo Liability Driven Sol III F | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Western Asset Long Duration Credit R Ins | 0.00 | 17.58 |
| Western Asset Long Duration Credit R | 0.00 | 17.37 |
| Prudential US Long Dur Corp Bond 1 | 0.00 | 16.92 |
| Prudential US Long Dur Corp Bond 3 | 0.00 | 16.59 |
| Prudential US Long Dur Corp Bond 4 | 0.00 | 16.47 |
| JPMCB Long Credit Fund Inv | 0.00 | 15.97 |
| Prudential US Long Dur Hi Qual Corp Bd 1 | 0.00 | 15.83 |
| BNY Mellon EB LT Credit Bond Index | 15.74 | 15.69 |
| Blackrock Long Corp Bond Idx CF | 15.77 | 15.68 |
| JPMCB High Quality Long Corporate Inv | 0.00 | 15.53 |
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 | 9.00 |
| Prudential US Long Dur Corp Bond 1 | 0.00 | 8.29 |
| Prudential US Long Dur Corp Bond 3 | 0.00 | 7.99 |
| Prudential US Long Dur Corp Bond 4 | 0.00 | 7.88 |
| Prudential US Long Dur Hi Qual Corp Bd 1 | 0.00 | 7.75 |
| JPMCB Long Credit Fund Inv | 0.00 | 7.39 |
| JPMCB High Quality Long Corporate Inv | 0.00 | 7.38 |
| FIAM Long Corporate Pool | 7.39 | 7.09 |
| BNY Mellon EB LT Credit Bond Index | 7.13 | 7.07 |
| JPMCB Extended Duration Sector Inv | 0.00 | 6.99 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Lafayette Advs U.S. Bond B | 0.00 | 9.77 |
| Lafayette Advs U.S. Bond A | 0.00 | 9.54 |
| Western Asset Global Strategic Income R3 | 0.00 | 9.47 |
| Lafayette Advs U.S. Bond C | 0.00 | 9.36 |
| Loomis Sayles MSFD CIT | 9.98 | 9.35 |
| FIAM Investment Grade Credit Rep | 8.54 | 8.27 |
| Pioneer Multi-Sector F/I - T2 | 0.00 | 7.30 |
| SEI Core Plus Fixed Income Fund CT-1 | 0.00 | 7.15 |
| SEI Core Plus Fixed Income Fund CT-2 | 0.00 | 6.95 |
| FIAM Broad Market Duration Pool | 7.08 | 6.82 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Investment Grade Credit Rep | 5.40 | 5.14 |
| FIAM Broad Market Duration Pool | 4.12 | 3.86 |
| BlackRock CorePlus Bond Fund | 3.78 | 3.78 |
| Blackrock CoreActive Bond Fund | 3.64 | 3.50 |
| Lafayette Advs U.S. Bond B | 0.00 | 0.00 |
| Lafayette Advs U.S. Bond A | 0.00 | 0.00 |
| Western Asset Global Strategic Income R3 | 0.00 | 0.00 |
| Lafayette Advs U.S. Bond C | 0.00 | 0.00 |
| Loomis Sayles MSFD CIT | 0.00 | 0.00 |
| Pioneer Multi-Sector F/I - T2 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Inflation-Protected Bond | 1 year gross return | 1 year net return |
|---|---|---|
| PIMCO Diversified Real Asset CIT | 0.00 | 7.22 |
| American Century US Infl-Adj Bd N | 0.00 | 7.21 |
| BlackRock U.S. Trs Infl-Prot Secs F | 0.00 | 6.78 |
| U.S. Treasury Inflation Prot Sec Fund F | 6.77 | 6.73 |
| Morningstar - TIPS Index G | 0.00 | 6.71 |
| BlackRock U.S. Trs Infl-Prot Secs NL F | 0.00 | 6.68 |
| VT Vantagepoint Infl Focused R9 | 0.00 | 6.67 |
| Prudential Inflation Protected Sec 1 | 0.00 | 6.66 |
| BNY Mellon TIPS Index Fund UC1 | 6.63 | 6.59 |
| VT Vantagepoint Infl Focused R7 | 0.00 | 6.59 |
Source: Morningstar Separate Account/CIT Fund Database
| Inflation-Protected Bond | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO Diversified Real Asset CIT | 0.00 | 2.33 |
| BlackRock U.S. Trs Infl-Prot Secs F | 0.00 | 1.99 |
| JPMCB Inflation Managed Bond Inv | 0.00 | 1.98 |
| BlackRock U.S. Trs Infl-Prot Secs NL F | 0.00 | 1.89 |
| Prudential Inflation Protected Sec 1 | 0.00 | 1.89 |
| State St US Infl Protct Bnd Indx NL Cl A | 0.00 | 1.89 |
| State St US Infl Protct Bnd Indx NL Cl C | 0.00 | 1.84 |
| BNY Mellon TIPS Index Fund UC1 | 1.84 | 1.77 |
| Prudential Inflation Protected Sec 2 | 0.00 | 1.68 |
| Prudential Inflation Protected Sec 4 | 0.00 | 1.58 |
Source: Morningstar Separate Account/CIT Fund Database
| Stable Value | 1 year gross return | 1 year net return |
|---|---|---|
| Columbia Trust Stable Income Bond 2 | 0.00 | 2.37 |
| WTRISC CIT III for Metlife GAC 25554 I | 2.58 | 2.36 |
| WTRISC CIT III for Metlife GAC 25554 F0 | 2.59 | 2.29 |
| Reliance MetLife Series 25157 Cl 0 | 2.88 | 2.28 |
| Reliance MetLife Series 25053 Cl 0 | 2.90 | 2.27 |
| WTRISC CIT III for Metlife GAC 25554 J | 2.59 | 2.27 |
| WTRISC CIT III for Metlife GAC 25554 15 | 2.59 | 2.24 |
| Reliance MetLife Series 25053 Cl 10 | 0.00 | 2.16 |
| WTRISC CIT III for Metlife GAC 25554 25 | 2.59 | 2.13 |
| WTRISC CIT III for Metlife GAC 25554 F25 | 2.59 | 2.12 |
Source: Morningstar Separate Account/CIT Fund Database
| Stable Value | 5 year gross return | 5 year net return |
|---|---|---|
| Reliance MetLife Series 25157 Cl 0 | 3.39 | 2.78 |
| Reliance MetLife Series 25053 Cl 0 | 3.29 | 2.65 |
| Reliance MetLife Series 25053 Cl 10 | 0.00 | 2.55 |
| Reliance MetLife Series 25053 Cl 15 | 0.00 | 2.50 |
| Reliance MetLife Series 25157 Cl 35 | 3.39 | 2.43 |
| WTRISC CIT III for Metlife GAC 25554 I | 2.53 | 2.40 |
| Reliance MetLife Series 25053 Cl 25 | 0.00 | 2.40 |
| Reliance MetLife Series 25053 Cl 20 | 0.00 | 2.33 |
| WTRISC CIT III for Metlife GAC 25554 J | 2.62 | 2.30 |
| Reliance MetLife Series 25053 Cl 35 | 0.00 | 2.30 |
Source: Morningstar Separate Account/CIT Fund Database
| Convertibles | 1 year gross return | 1 year net return |
|---|---|---|
| Shenkman Capital Mgt Gamma Convert Fund | 6.79 | 5.93 |
Source: Morningstar Separate Account/CIT Fund Database
| Convertibles | 5 year gross return | 5 year net return |
|---|---|---|
| Shenkman Capital Mgt Gamma Convert Fund | 7.13 | 6.26 |
Source: Morningstar Separate Account/CIT Fund Database
| Emerging Markets Bond | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Emerging Market Debt Pool | 20.16 | 23.97 |
| TCW Emerging Markets Fixed Income Cl D | 0.00 | 19.26 |
| TCW Emerging Mkts Fxd Inc Collective Tr | 0.00 | 19.23 |
| Prudential Emerg Markets Debt Fund 1 | 0.00 | 18.47 |
| Logan Circle Partners Emerg Mkts Debt 2 | 0.00 | 17.87 |
| Prudential Emerg Markets Debt Fund 4 | 0.00 | 17.59 |
| JPMCB Emerg Markets - Fixed Income Inv | 0.00 | 15.55 |
| MFSˆ® Emerging Markets Debt CIT | 0.00 | 14.92 |
| Capital Group EM Debt (Broad) DB Fund | 15.06 | 14.38 |
| Capital Group EM Debt (Broad) DC Unit T | 14.92 | 14.24 |
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 | 10.32 |
| Prudential Emerg Markets Debt Fund 4 | 0.00 | 9.50 |
| FIAM Emerging Market Debt Pool | 8.70 | 8.82 |
| MFSˆ® Emerging Markets Debt CIT | 0.00 | 7.58 |
| TCW Emerging Mkts Fxd Inc Collective Tr | 0.00 | 7.41 |
| JPMCB Emerg Markets - Fixed Income Inv | 0.00 | 7.34 |
| Capital Group EM Debt (Broad) DB Fund | 4.63 | 4.00 |
| TCW Emerging Markets Fixed Income Cl D | 0.00 | 0.00 |
| Logan Circle Partners Emerg Mkts Debt 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 | 14.77 |
| Wellington CIF II Divers Inflation Hg S1 | 14.38 | 13.32 |
| FMT/Pimco All Asset All Authority R1 | 0.00 | 12.41 |
| RWM Growth Edge | 0.00 | 11.47 |
| JPMCB Diversified Global Inv | 0.00 | 11.09 |
| FMT/American Funds Capital Income Bu. R1 | 0.00 | 10.86 |
| Capital Group Absolute Income Grower DB | 11.34 | 10.57 |
| Aon Hewitt Growth I | 0.00 | 10.54 |
| Aon Hewitt Growth 1 | 0.00 | 10.43 |
| Growth ETF Fund 35 | 10.04 | 9.90 |
Source: Morningstar Separate Account/CIT Fund Database
| World Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB Diversified Global Inv | 0.00 | 12.81 |
| Capital Group Absolute Income Grower DB | 9.88 | 9.12 |
| FMT/American Funds Capital Income Bu. R1 | 0.00 | 8.83 |
| Wilmington Trust Multi-Asset Port Cl 0 | 8.62 | 8.55 |
| Growth ETF Fund 35 | 8.76 | 8.42 |
| Growth ETF Fund 60 | 8.81 | 8.20 |
| Growth ETF Fund 75 | 8.86 | 8.08 |
| Wilmington Trust Glbl Secs Port Cl 0 | 7.77 | 7.59 |
| Lazard/Wilmington CapAlloc Mgd Gl Dsfd 1 | 7.51 | 6.74 |
| Wellington Opportunistic Investment | 7.76 | 6.60 |
Source: Morningstar Separate Account/CIT Fund Database
| Conservative Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| Invesco Balanced Risk Allocation Trust I | 0.00 | 13.12 |
| FMT/Vanguard Wellesley Income R1 | 0.00 | 11.22 |
| Wellington CIF II Balanced Real Asset S1 | 11.04 | 10.35 |
| Strategic Target Risk Cnsrv II | 0.00 | 8.99 |
| Strategic Roadmap Mod I | 0.00 | 8.80 |
| TOPSˆ® Strategic Allocation Inc & Growth | 0.00 | 8.77 |
| Pentegra Advtg Mod Asst Allc 0 | 0.00 | 8.70 |
| Strategic Roadmap Mod II | 0.00 | 8.67 |
| BlackRock Strategic Completion NL F | 0.00 | 8.67 |
| CUNA Mutual Lifestyle Conservative Fund | 0.00 | 8.64 |
Source: Morningstar Separate Account/CIT Fund Database
| Conservative Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Retirement Advocate Moderate | 0.00 | 8.57 |
| FMT/Vanguard Wellesley Income R1 | 0.00 | 8.34 |
| Associated ASAP2 Balanced Strategy | 8.11 | 8.11 |
| Associated ASAP Balanced Strategy | 8.07 | 8.07 |
| Transamerica Short/Intermediate Horizon | 0.00 | 7.07 |
| Manning & Napier Pro-Mix Modrte Term S | 8.03 | 7.06 |
| MAP Balanced Fund | 0.00 | 6.87 |
| Retirement Advocate Mod Conservative | 0.00 | 6.52 |
| Associated Conserv Balanced LifeStage | 6.45 | 6.45 |
| FMT LifeStyle Mod Conservative Growth R1 | 0.00 | 6.44 |
Source: Morningstar Separate Account/CIT Fund Database
| Moderate Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/Dodge & Cox Balanced R1 | 0.00 | 12.22 |
| TOPSˆ® Strategic Allocation Mod Growth | 0.00 | 12.14 |
| Columbia Trust Balanced Fund | 11.92 | 11.91 |
| Columbia Trust Balanced I | 11.89 | 11.43 |
| Columbia Trust Balanced Fund II | 11.89 | 11.32 |
| Strategic Roadmap Bal I | 0.00 | 11.09 |
| Alerus Conservative Growth Direct | 10.99 | 10.99 |
| JPMCB Diversified Fund Inv | 0.00 | 10.88 |
| JPMCB Diversified Plus Inv | 0.00 | 10.85 |
| Strategic Roadmap Bal II | 0.00 | 10.80 |
Source: Morningstar Separate Account/CIT Fund Database
| Moderate Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/Dodge & Cox Balanced R1 | 0.00 | 13.31 |
| Retirement Advocate Aggressive | 0.00 | 12.37 |
| Columbia Trust Balanced Fund II | 12.82 | 12.25 |
| JPMCB Diversified Plus Inv | 0.00 | 11.56 |
| JPMCB Diversified Fund Inv | 0.00 | 11.50 |
| Christian Bros CUIT Balanced Fund | 12.18 | 11.15 |
| Wilmington Trust Balanced Port Cl 0 | 10.93 | 10.81 |
| Retirement Advocate Mod Aggressive | 0.00 | 10.62 |
| FMT/Vanguard Balanced Index R1 | 0.00 | 10.60 |
| Enterprise Hldgs Ret Sav Pl Pft Shr Pl | 0.00 | 10.34 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2000-2010 | 1 year gross return | 1 year net return |
|---|---|---|
| Callan Glidepathˆ® 2010 Fund Z | 9.58 | 9.55 |
| Callan Glidepathˆ® 2010 Fund MO | 9.52 | 9.31 |
| Callan Glidepathˆ® 2010 Fund R6 | 9.53 | 9.26 |
| Morningstar Lifetime Gr 2010 Index N-1 | 0.00 | 9.25 |
| FIAM Target Date 2010 R | 9.42 | 9.09 |
| FIAM Target Date 2010 X | 9.41 | 9.02 |
| FIAM Target Date 2010 Q | 9.35 | 8.97 |
| FIAM Target Date 2010 P | 9.39 | 8.96 |
| FIAM Target Date 2010 U | 9.48 | 8.93 |
| Wells Fargo Target 2010 CIT F | 0.00 | 8.92 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2000-2010 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepathˆ® 2010 Fund MO | 9.94 | 9.65 |
| Callan Glidepathˆ® 2010 Fund R6 | 9.96 | 9.62 |
| Callan Glidepathˆ® 2005 Fund MO | 8.76 | 8.36 |
| Callan Glidepathˆ® 2005 Fund R6 | 8.78 | 8.33 |
| FIAM Target Date 2010 R | 8.35 | 8.03 |
| FIAM Target Date 2010 Q | 8.34 | 7.96 |
| FIAM Target Date 2010 X | 8.34 | 7.94 |
| FIAM Target Date 2010 P | 8.35 | 7.92 |
| FIAM Target Date 2010 V | 8.34 | 7.83 |
| Principal Lifetime 2010 CIT | 8.45 | 7.82 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2011-2015 | 1 year gross return | 1 year net return |
|---|---|---|
| Callan Glidepathˆ® 2015 Fund Z | 10.33 | 10.33 |
| Morningstar Lifetime Gr 2015 Index N-1 | 0.00 | 10.25 |
| Great-West Lifetime 2015 Trust III | 0.00 | 10.20 |
| Callan Glidepathˆ® 2015 Fund MO | 10.34 | 10.12 |
| Callan Glidepathˆ® 2015 Fund R6 | 10.35 | 10.08 |
| FIAM Target Date 2015 R | 10.19 | 9.86 |
| Callan Glidepathˆ® 2015 Fund R5 | 10.36 | 9.81 |
| FIAM Target Date 2015 X | 10.19 | 9.80 |
| FIAM Target Date 2015 Q | 10.12 | 9.73 |
| FIAM Target Date 2015 P | 10.16 | 9.72 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2011-2015 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepathˆ® 2015 Fund MO | 10.73 | 10.47 |
| Callan Glidepathˆ® 2015 Fund R6 | 10.76 | 10.44 |
| Principal Trust Target 2015 Z | 0.00 | 8.84 |
| Principal Trust Target 2015 I | 0.00 | 8.77 |
| Vanguard Target Retire Trust Plus 2015 | 0.00 | 8.72 |
| The Vanguard Target Retire 2015 Trust I | 0.00 | 8.71 |
| The Vanguard Target Retire 2015 Trust II | 0.00 | 8.67 |
| Principal Trust Target 2015 I10 | 0.00 | 8.66 |
| JPMCB SmartRetirement DRE 2015 Fund-CF | 0.00 | 8.55 |
| Principal Trust Target 2015 I25 | 0.00 | 8.48 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2016-2020 | 1 year gross return | 1 year net return |
|---|---|---|
| Morningstar Lifetime Gr 2020 Index N-1 | 0.00 | 11.04 |
| Callan Glidepathˆ® 2020 Fund Z | 10.97 | 10.97 |
| Callan Glidepathˆ® 2020 Fund MO | 11.00 | 10.78 |
| Callan Glidepathˆ® 2020 Fund R6 | 11.02 | 10.74 |
| Callan Glidepathˆ® 2020 Fund R5 | 11.02 | 10.47 |
| JPMCB SmartRetirement Pasv Blnd 2020CF | 0.00 | 10.37 |
| Great-West Lifetime 2020 Index Trust | 0.00 | 10.34 |
| FIAM Target Date 2020 R | 10.66 | 10.32 |
| FIAM Target Date 2020 X | 10.68 | 10.28 |
| FIAM Target Date 2020 Q | 10.65 | 10.27 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2016-2020 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepathˆ® 2020 Fund MO | 11.55 | 11.29 |
| Callan Glidepathˆ® 2020 Fund R6 | 11.59 | 11.27 |
| Principal Lifetime 2020 CIT | 11.02 | 10.36 |
| JPMCB SmartRetirement DRE 2020 Fund-CF | 0.00 | 9.91 |
| Principal Trust Target 2020 Z | 0.00 | 9.84 |
| Principal Trust Target 2020 I | 0.00 | 9.83 |
| JPMCB SmartRetirement DRE 2020 Fund-CF10 | 0.00 | 9.80 |
| Vanguard Target Retire Trust Plus 2020 | 0.00 | 9.76 |
| The Vanguard Target Retire 2020 Trust I | 0.00 | 9.75 |
| StarTrack 2020 Fundˆ® | 9.73 | 9.73 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2021-2025 | 1 year gross return | 1 year net return |
|---|---|---|
| Morningstar Lifetime Gr 2025 Index N-1 | 0.00 | 11.77 |
| Callan Glidepathˆ® 2025 Fund Z | 11.67 | 11.67 |
| Great-West Lifetime 2025 Trust III | 0.00 | 11.67 |
| Callan Glidepathˆ® 2025 Fund MO | 11.70 | 11.47 |
| Callan Glidepathˆ® 2025 Fund R6 | 11.71 | 11.42 |
| State St Target Ret 2025 SL Cl I | 0.00 | 11.35 |
| State St Target Ret 2025 NL Cl A | 0.00 | 11.32 |
| State St Target Ret 2025 SL Cl II | 0.00 | 11.20 |
| Callan Glidepathˆ® 2025 Fund R5 | 11.73 | 11.16 |
| State St Target Ret 2025 NL Cl C | 0.00 | 11.16 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2021-2025 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepathˆ® 2025 Fund MO | 12.31 | 12.05 |
| Callan Glidepathˆ® 2025 Fund R6 | 12.30 | 11.98 |
| Putnam Retirement Advantage 2025: IA | 0.00 | 11.27 |
| Putnam Retirement Advantage 2025: I | 0.00 | 11.02 |
| JPMCB SmartRetirement DRE 2025 Fund-CF | 0.00 | 10.93 |
| Putnam Retirement Advantage 2025: II | 0.00 | 10.92 |
| JPMCB SmartRetirement DRE 2025 Fund-CF10 | 0.00 | 10.82 |
| Putnam Retirement Advantage 2025:III | 11.58 | 10.75 |
| JPMCB SmartRetirement DRE 2025 Fund-CF20 | 0.00 | 10.70 |
| JPMCB SmartRetirement Pasv Blnd 2025CF | 0.00 | 10.59 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2026-2030 | 1 year gross return | 1 year net return |
|---|---|---|
| Morningstar Lifetime Gr 2030 Index N-1 | 0.00 | 12.42 |
| Pensionmark Smart Lifecycle 2030 Instl | 12.62 | 12.28 |
| StarTrack 2030 Fundˆ® | 12.00 | 12.00 |
| Callan Glidepathˆ® 2030 Fund Z | 11.99 | 11.99 |
| SEI Target Date 2030 Fund CT-1 | 12.64 | 11.96 |
| JPMCB SmartRetirement Pasv Blnd 2030CF | 0.00 | 11.95 |
| SEI Target Date 2030 Fund CT-4 | 12.65 | 11.85 |
| Great-West Lifetime 2030 Index Trust | 0.00 | 11.84 |
| JPMCB SmartRetirement Pasv Blnd 2030CF10 | 0.00 | 11.84 |
| Callan Glidepathˆ® 2030 Fund MO | 12.02 | 11.80 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2026-2030 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepathˆ® 2030 Fund MO | 12.85 | 12.59 |
| Callan Glidepathˆ® 2030 Fund R6 | 12.89 | 12.57 |
| Putnam Retirement Advantage 2030: IA | 0.00 | 12.29 |
| Principal Lifetime 2030 CIT | 12.86 | 12.20 |
| Putnam Retirement Advantage 2030: I | 0.00 | 12.02 |
| Putnam Retirement Advantage 2030: II | 0.00 | 11.91 |
| JPMCB SmartRetirement DRE 2030 Fund-CF | 0.00 | 11.77 |
| Putnam Retirement Advantage 2030:III | 12.58 | 11.74 |
| JPMCB SmartRetirement DRE 2030 Fund-CF10 | 0.00 | 11.67 |
| StarTrack 2030 Fundˆ® | 11.55 | 11.55 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2031-2035 | 1 year gross return | 1 year net return |
|---|---|---|
| Pensionmark Smart Lifecycle 2035 Instl | 13.70 | 13.36 |
| Great-West Lifetime 2035 Trust III | 0.00 | 13.19 |
| Morningstar Lifetime Gr 2035 Index N-1 | 0.00 | 12.72 |
| TOPSˆ® Strategic Allocation Target 2035 | 0.00 | 12.53 |
| Great-West Lifetime 2035 Index Trust | 0.00 | 12.53 |
| Manning & Napier RT 2035 CIT Class U1 | 0.00 | 12.50 |
| SEI Target Date 2035 Fund CT-1 | 13.18 | 12.49 |
| SEI Target Date 2035 Fund CT-4 | 13.19 | 12.39 |
| JPMCB SmartRetirement Pasv Blnd 2035CF | 0.00 | 12.39 |
| Manning & Napier RT 2035 CIT Class U | 0.00 | 12.38 |
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 | 12.96 |
| Callan Glidepathˆ® 2035 Fund MO | 13.14 | 12.87 |
| Callan Glidepathˆ® 2035 Fund R6 | 13.14 | 12.82 |
| Putnam Retirement Advantage 2035: I | 0.00 | 12.69 |
| Putnam Retirement Advantage 2035: II | 13.25 | 12.57 |
| Putnam Retirement Advantage 2035:III | 13.27 | 12.42 |
| JPMCB SmartRetirement DRE 2035 Fund-CF | 0.00 | 12.28 |
| Putnam Retirement Advantage 2035: IV | 0.00 | 12.25 |
| JPMCB SmartRetirement DRE 2035 Fund-CF10 | 0.00 | 12.17 |
| Putnam Retirement Advantage 2035:V | 0.00 | 12.07 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2036-2040 | 1 year gross return | 1 year net return |
|---|---|---|
| Pensionmark Smart Lifecycle 2040 Instl | 14.70 | 14.36 |
| Manning & Napier RT 2040 CIT Class U1 | 0.00 | 13.81 |
| Manning & Napier RT 2040 CIT Class U | 0.00 | 13.76 |
| Manning & Napier RT 2040 CIT Class I | 14.28 | 13.50 |
| Manning & Napier RT 2040 CIT Class S | 14.30 | 13.18 |
| Great-West Lifetime 2040 Index Trust | 0.00 | 12.93 |
| Morningstar Lifetime Gr 2040 Index N-1 | 0.00 | 12.79 |
| JPMCB SmartRetirement Pasv Blnd 2040-CF | 0.00 | 12.79 |
| StarTrack 2040 Fundˆ® | 12.67 | 12.67 |
| JPMCB SmartRetirement Pasv Blnd 2040CF10 | 0.00 | 12.64 |
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 | 13.45 |
| Putnam Retirement Advantage 2040: I | 0.00 | 13.20 |
| Putnam Retirement Advantage 2040: II | 13.76 | 13.07 |
| Putnam Retirement Advantage 2040:III | 13.76 | 12.92 |
| Callan Glidepathˆ® 2040 Fund MO | 13.14 | 12.85 |
| Callan Glidepathˆ® 2040 Fund R6 | 13.13 | 12.80 |
| Putnam Retirement Advantage 2040: IV | 0.00 | 12.76 |
| Principal Lifetime 2040 CIT | 13.43 | 12.76 |
| Putnam Retirement Advantage 2040: V | 0.00 | 12.58 |
| JPMCB SmartRetirement DRE 2040 Fund-CF | 0.00 | 12.52 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2041-2045 | 1 year gross return | 1 year net return |
|---|---|---|
| Manning & Napier RT 2045 CIT Class U1 | 0.00 | 15.08 |
| Manning & Napier RT 2045 CIT Class U | 0.00 | 14.99 |
| Manning & Napier RT 2045 CIT Class I | 15.62 | 14.82 |
| Pensionmark Smart Lifecycle 2045 Instl | 15.15 | 14.81 |
| Manning & Napier RT 2045 CIT Class S | 15.57 | 14.45 |
| TOPSˆ® Strategic Allocation Target 2045 | 0.00 | 13.66 |
| Great-West Lifetime 2045 Trust III | 0.00 | 13.54 |
| Great-West Lifetime 2045 Index Trust | 0.00 | 12.96 |
| Great-West Lifetime 2045 Trust I | 0.00 | 12.88 |
| Morningstar Lifetime Gr 2045 Index N-1 | 0.00 | 12.86 |
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 | 13.96 |
| Putnam Retirement Advantage 2045: I | 0.00 | 13.71 |
| Putnam Retirement Advantage 2045: II | 0.00 | 13.61 |
| Putnam Retirement Advantage 2045:III | 14.28 | 13.43 |
| Putnam Retirement Advantage 2045: IV | 0.00 | 13.25 |
| Putnam Retirement Advantage 2045:V | 0.00 | 13.09 |
| Callan Glidepathˆ® 2045 Fund MO | 13.12 | 12.85 |
| Callan Glidepathˆ® 2045 Fund R6 | 13.14 | 12.81 |
| Principal Trust Target 2045 Z | 0.00 | 12.55 |
| Schwab Managed Retirement Tr Fd 2045 IV | 13.03 | 12.52 |
Source: Morningstar Separate Account/CIT Fund Database
| Retirement Income | 1 year gross return | 1 year net return |
|---|---|---|
| Putnam Retirement Maturity Fund: IA | 0.00 | 9.37 |
| Putnam Retirement Maturity Fund: I | 0.00 | 9.20 |
| Putnam Retirement Maturity Fund: II | 9.64 | 8.97 |
| The Retire Fundsâ„¢ Retire Income Fd Cl I | 0.00 | 8.78 |
| Pensionmark Smart Lifecycle Retire Instl | 9.10 | 8.78 |
| Putnam Retirement Maturity Fund: III | 9.56 | 8.77 |
| flexPATH Index+ Aggr Retirement Fd Cl I1 | 9.24 | 8.74 |
| Putnam Retirement Maturity Fund: IV | 0.00 | 8.70 |
| The Retire Fundsâ„¢ Retire Income Fd Cl II | 0.00 | 8.57 |
| Putnam Retirement Maturity Fund: V | 0.00 | 8.53 |
Source: Morningstar Separate Account/CIT Fund Database
| Retirement Income | 5 year gross return | 5 year net return |
|---|---|---|
| Putnam Retirement Maturity Fund: IA | 0.00 | 8.00 |
| Putnam Retirement Maturity Fund: I | 0.00 | 7.77 |
| Putnam Retirement Maturity Fund: III | 8.32 | 7.50 |
| JPMCB SmartRetirement DRE Inc Fund-CF | 0.00 | 7.33 |
| Putnam Retirement Maturity Fund: IV | 0.00 | 7.30 |
| JPMCB SmartRetirement DRE Inc Fund-CF10 | 0.00 | 7.22 |
| Putnam Retirement Maturity Fund: V | 0.00 | 7.15 |
| JPMCB SmartRetirement DRE Inc Fund-CF20 | 0.00 | 7.12 |
| JPMCB SmartRetirement Pasv Blnd Inc-CF | 0.00 | 6.92 |
| Voya Target Solution Income Trust | 7.29 | 6.77 |
