Top performing managers by category: separate accounts, 4th Quarter 2016


Large Blend1 year gross return1 year net return
River Road Focused Absolute Value Comp27.1326.43
Check Capital Mgt Quality Growth Program25.6125.19
Glenmede Women In Leadership14.9524.30
Lunt U.S. Large Cap Rotation Portfolio23.6621.87
Cumberland - US Equity ETF21.6921.09
Dodge & Cox U.S. Equity Composite21.1420.43
Oak Associates All Cap Core Growth20.4619.61
Kovitz Core Equity20.9019.49
Southeastern Asset Mgt Mid-Lg Cap Dom Eq20.0619.46
MIS Global Equity Select Stock Basket21.3819.39
Source: Morningstar Separate Account/CIT Fund Database

Large Blend5 year gross return5 year net return
NB Nackenson SMA Strategy19.8319.83
Entrepreneur US Large Cap19.0018.21
Mellon Capital Dynamic U.S. Equity Comp18.3217.74
Oak Associates All Cap Core Growth18.3017.43
AFG 5017.6317.28
River Road Focused Absolute Value Comp17.7416.91
Smead Capital Appreciation17.4316.58
Fort Washington Focused Equity Composite16.8616.52
Dodge & Cox U.S. Equity Composite17.2116.51
Aristotle Value Equity16.7916.37
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend1 year gross return1 year net return
Miller/Howard Drill Bit Burn Tipˆ® No K1s32.1030.81
Drill Bit to Burner Tipˆ® No K1s SMA32.2928.46
Chartwell Mid-Cap Value27.8926.89
Bahl & Gaynor - Small/Mid Cap Income Gr26.3525.85
New Leaf - US Sector Equity31.5725.59
Martin Capital Dividend Opportunity24.2823.60
Horizon Kinetics Spin-Off Index23.5122.91
Edge SMA Mid Cap Core Equity25.3621.71
Keeley Inst. SMID Cap Value SMA22.4921.63
Keeley Small Mid Cap Value Retail SMA22.7721.44
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend5 year gross return5 year net return
Clarkston Capital SMID Composite18.5917.89
Boston Partners Mid-Cap Value Equity18.2317.73
QMA US Mid Cap Core Equity18.1917.56
RBC Concentrated Mid Cap Value Equity18.3617.42
AT Capital Management Mid Cap Core17.7117.33
Bridgeway Aggressive Investors 117.3816.63
Chartwell Mid-Cap Value17.4516.44
LA Capital U.S. Mid Cap Equity17.1616.42
Channing Capital Small Mid-Cap Value16.6416.03
Channing Capital Mid-Cap Value16.4615.99
Source: Morningstar Separate Account/CIT Fund Database

Small Blend1 year gross return1 year net return
Orchard Select Small Cap Value47.7346.29
Kestrel Inv Mgt Corp. Sm-Cap Val Eq36.6935.42
Federated MDT Sm-Cap Core36.2434.93
Robotti Value Equity37.2034.77
WellsCap Small Cap Value Equity II35.1933.88
Shapiro Capital Mgt Sm-Cap Val34.9333.67
Jacobs Levy Small Cap (Russell 2000)33.7632.67
T. Rowe Price Small-Cap Value Equity33.4732.48
Teton Advisors Small Cap Equity SMA32.9331.86
Goldman Sachs Structured US Small Cap32.6631.76
Source: Morningstar Separate Account/CIT Fund Database

Small Blend5 year gross return5 year net return
NorthPointe Capital Micro Cap Value22.7521.76
Integrity Micro-Cap Value20.4719.29
Federated MDT Sm-Cap Core20.2019.03
Jacobs Levy Small Cap (S&P 600)19.7318.74
PanAgora Asset Mgt Dynamic US SmCap Core19.6218.74
QMA US Small Cap Core Equity19.3118.53
Orchard Select Small Cap Value19.6618.48
The Capital Mgt Corp SMID19.1318.40
BMO Disciplined Small-Cap Core19.3618.30
Martingale SmallCap Core19.3518.18
Source: Morningstar Separate Account/CIT Fund Database

Large Growth1 year gross return1 year net return
Cambridge Aggressive Equity24.4322.24
Clark Navigator U.S. Style Opp (SAI)20.1719.75
Clark Navigator U.S. Style Opportunity20.1719.75
Large Cap Quality Core- Global16.4915.93
Clark Navigator Sector Opportunity16.2815.88
Davis Concentrated Equity16.5015.88
Davis Multi Cap Equity16.0115.42
New Amsterdam Lg-Cap Soc Resp Active Eq15.1014.52
Merlin Large Cap Growth14.0613.34
The CMC Alpha14.0913.25
Source: Morningstar Separate Account/CIT Fund Database

Large Growth5 year gross return5 year net return
ClearBridge Large Cap Growth18.2617.51
Cookson Peirce All-Cap Equity MA17.3316.75
Martingale LargeCap Growth17.3916.58
Edgewood Mgt Lg-Cap Gr17.5816.56
ClariVest Large Cap Growth16.7916.53
Loomis Sayles All Cap Growth16.9916.51
Munder Multi-Capitalization Comp17.2116.42
Suffolk Capital Mgt Core Eq17.2716.35
Cookson All-Cap Equity17.5016.35
Loomis Sayles Large Cap Growth16.7216.30
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth1 year gross return1 year net return
Hodges Multi Cap Core41.7839.75
Hodges Small-Mid Cap Fund23.3221.63
Fenimore Managed Equity Accounts Comp22.4521.37
Snyder Capital Mgt Small/Mid Cap Val21.1720.08
Daruma SMid-Cap Equity21.1120.01
Champlain Mid Cap Core19.9319.03
12th Street Asset Opportunity19.8918.70
Kayne Anderson Rudnick SMID Quality Val19.6818.63
Horizon Small Cap Institutional18.9117.72
Sandhill Concentrated Equity Alpha18.4717.51
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth5 year gross return5 year net return
Naylor & Company Core Composite27.3824.68
Confluence Value Opportunities21.4219.87
Hodges Multi Cap Core21.0819.36
Pinnacle Loprice17.5416.38
ClariVest Mid Cap Growth17.0016.14
Wellington Mid Cap Opportunities16.8315.97
Portfolio Resources High Impact Solu G&I16.1315.56
FIAM Small/Mid Cap Core Composite16.1015.24
PGI Mid-Cap Equity15.7515.23
Disciplined Growth - Mid Cap Growth15.8215.22
Source: Morningstar Separate Account/CIT Fund Database

Small Growth1 year gross return1 year net return
Bares Capital Mgt Small-Cap40.6838.74
Champlain Small Cap Equity29.1928.13
Bahl & Gaynor - Small Cap Growth28.2227.76
Snyder Capital Mgt Sm-Cap Val27.7926.70
RBC Microcap Equity28.1826.62
BMO Microcap Equity - Institutional - SA27.8126.53
LaSalle Street Small Cap27.6426.48
RBC Small Cap Core Equity27.0425.77
Kayne Anderson Rudnick SC Quality Value26.7025.46
Oberweis Micro-Cap Growth26.2825.23
Source: Morningstar Separate Account/CIT Fund Database

Small Growth5 year gross return5 year net return
BMO Microcap Equity - Institutional - SA23.7022.46
US Equity Small Cap Core19.9419.06
PNC Cap Adv Structured Sm Cap Core Eq19.1618.09
Copeland Small Cap Dividend Growth18.9517.91
Oberweis Micro-Cap Growth18.7917.77
Navellier Small Cap Growth Wrap19.2017.71
Ziegler Cap MVP Small Cap Growth18.8317.69
Renaissance Small Cap Growth18.4217.66
Kennedy Small Cap Fundamental Growth18.5317.60
Ziegler Cap MVP Small Cap Core18.6617.52
Source: Morningstar Separate Account/CIT Fund Database

Large Value1 year gross return1 year net return
Snow Capital Mgt Large Cap Value30.7429.82
Artisan Value Equity Composite30.2229.33
Pzena U.S. Best Ideas30.1328.86
OFI Global Revenue Weighted Dividend29.0328.67
DePrince, Race & Zollo, Lg-Cap Val29.2028.44
Snow Capital Dividend Plus28.7027.50
ASB Large Cap Core Equity28.0527.37
Investment Management of Virginia Sel Eq25.7824.98
Old West Large Cap26.1124.95
Pzena Focused Value24.6724.08
Source: Morningstar Separate Account/CIT Fund Database

Large Value5 year gross return5 year net return
PIMCO StocksPLUS Long Duration19.4418.87
Alpha Quant Value Equity19.5718.26
Pzena U.S. Best Ideas19.1718.00
Hotchkis & Wiley - Value Opps18.8517.98
Lyrical U.S. Value Equity – EQ19.3417.66
WEDGE Large Cap Value17.9017.05
JPMorgan Lg-Cap Val17.7017.00
Numeric Investors Value Aggressive17.7716.97
Lyrical U.S. Value Equity - CS18.3816.94
Queens Oak Concentrated Large Cap Value17.8716.89
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value1 year gross return1 year net return
Clifford Capital All-Cap Value37.9037.23
Shapiro Capital Mgt Enh Small Cap Value36.1934.93
Anchor Focused Value Institutional36.1634.37
Anchor Focused Value Wrap36.8232.92
Denver Inv SMID Value33.1732.07
Denver Inv SMID Cap Value WRAP33.5032.04
DGHM UltraValue32.6231.17
Brandes U.S. Small-Mid Cap Value Equity31.7430.45
ICM SMID Cap Value30.6429.42
Kennedy All Cap Value29.3828.51
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value5 year gross return5 year net return
Brandes U.S. Small-Mid Cap Value Equity22.1120.99
DGHM UltraValue20.7819.12
Smith Graham Mid-Cap Value19.5618.68
Clifford Capital All-Cap Value19.1218.22
Hotchkis & Wiley - Md-Cap Val18.5217.71
Martingale MidCap Core18.4717.66
LSV Asset Mgt Md-Cap Val Eq18.3717.64
Pzena Mid-Cap Focused Value18.3717.60
TSW Mid-Cap Value18.0217.50
Brandywine Div Mid Cap Dedicated Val18.2517.38
Source: Morningstar Separate Account/CIT Fund Database

Small Value1 year gross return1 year net return
Towle & Co. Deep Value57.2056.09
DePrince, Race & Zollo, Micro Cap Val46.4345.07
Federated MDT Sm-Cap Val42.0740.66
DePrince, Race & Zollo SMID Cap Value39.2738.14
DePrince, Race & Zollo, Sm-Cap Val39.2738.11
Pacific Ridge Capital Ptnrs Micro Cp Val38.7136.69
Sterling Small Cap Value36.8835.99
Symons Concentrated Small Cap Value35.9435.94
Ironwood Val Invmt Ptnrs Sm Cap Val SA37.1035.72
Foundry Partners Micro Cap Value36.6235.34
Source: Morningstar Separate Account/CIT Fund Database

Small Value5 year gross return5 year net return
Donald Smith & Co. Micro Cap Val Eq23.5222.06
Pacific Ridge Capital Ptnrs Micro Cp Val23.2621.47
O'Shaughnessy Micro Cap22.6821.35
Cooke & Bieler Small Cap Value Equity21.8620.97
Towle & Co. Deep Value21.6220.77
Federated MDT Sm-Cap Val21.1019.91
AB Small Cap Value Equity20.3119.13
Foundry Partners Micro Cap Value20.1719.05
Pzena Small Cap Focused Value20.2319.04
Analytic Small-Mid Cap Equity19.5618.80
Source: Morningstar Separate Account/CIT Fund Database

Bear Market1 year gross return1 year net return
Optimus Global Advantage Plus10.159.61
Optimus Global Advantage All Asset5.134.61
Federated Alternative Bear Equity Comp-11.90-13.23
Leuthold AdvantHedge-12.54-13.42
Source: Morningstar Separate Account/CIT Fund Database

Bear Market5 year gross return5 year net return
Optimus Global Advantage Plus-0.30-0.80
Leuthold AdvantHedge-12.76-13.67
Federated Alternative Bear Equity Comp-14.17-15.47
Optimus Global Advantage All Asset0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Financial1 year gross return1 year net return
ZPR Volume Value44.6742.35
ZPR Volume Winners34.1831.97
RevenueShares VTL Financial Index22.7322.13
Advisory Research BDC21.9320.78
Confluence BDC-Wrap22.0720.16
McKinley Capital Business Development Co21.0419.47
Davis Financial Product16.0115.44
Source: Morningstar Separate Account/CIT Fund Database

Financial5 year gross return5 year net return
ZPR Volume Value29.2225.96
RevenueShares VTL Financial Index21.2220.63
ZPR Volume Winners19.4317.45
Davis Financial Product16.4615.88
Advisory Research BDC0.000.00
Confluence BDC-Wrap0.000.00
McKinley Capital Business Development Co0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Health1 year gross return1 year net return
Kopp AccruHealth-3.53-4.78
Financial Trust Health Value-5.98-7.14
Janus Global Life Sciences ADR MA-14.80-17.32
Source: Morningstar Separate Account/CIT Fund Database

Health5 year gross return5 year net return
Financial Trust Health Value21.0819.58
Kopp AccruHealth18.3317.00
Janus Global Life Sciences ADR MA18.7515.30
Source: Morningstar Separate Account/CIT Fund Database

Natural Resources1 year gross return1 year net return
SailingStone Global Natural Resources57.0555.93
GMO Resources Strategy45.7244.74
Investec Global Natural Res Composite37.9636.86
NB Rachlin Income Plus (PAM)36.9935.45
Jennison Global Natural Resources35.3934.86
Cohen & Steers Natural Resources33.5232.77
Financial Trust Global Resources33.6732.03
Signia Concentrated Value Equity31.6730.71
Wellington Global Natural Resources30.6529.41
Boston Global Natural Resources Equity29.2028.20
Source: Morningstar Separate Account/CIT Fund Database

Natural Resources5 year gross return5 year net return
NB Rachlin Income Plus (PAM)6.945.75
Financial Trust Global Resources3.802.52
Boston Global Natural Resources Equity2.681.87
GMO Resources Strategy2.091.38
Wellington Global Agriculture1.940.93
Wellington Global Natural Resources-0.99-1.97
Investec Global Natural Res Composite-2.19-2.98
Jennison Global Natural Resources-3.14-3.49
SailingStone Global Natural Resources-3.52-4.37
SSgA Dow Jones-UBS Commodity TR Index-9.01-9.19
Source: Morningstar Separate Account/CIT Fund Database

Equity Precious Metals1 year gross return1 year net return
GAMCO Gold47.3845.87
WellsCap Precious Metals46.9845.62
AIS TAAP8.457.36
Source: Morningstar Separate Account/CIT Fund Database

Equity Precious Metals5 year gross return5 year net return
AIS TAAP-4.66-5.59
GAMCO Gold-11.10-12.05
WellsCap Precious Metals-12.77-13.61
Source: Morningstar Separate Account/CIT Fund Database

Real Estate1 year gross return1 year net return
SmithAssetMgt–REIT24.9723.78
American Assets Untd Cap Rl Estt Secs Fd20.3819.46
Janus Real Estate Income MA (Retail)15.6612.34
Anchor REIT12.8012.20
Cohen & Steers Realty Focus11.7810.81
Uniplan REIT Portfolio12.6210.29
IRON REIT Strategy10.7610.04
Davis Real Estate WRAP10.439.88
Davis Real Estate Composite10.439.88
FIAM U.S. Real Estate Invest Tr9.378.61
Source: Morningstar Separate Account/CIT Fund Database

Real Estate5 year gross return5 year net return
Cohen & Steers Realty Focus17.4516.41
Baron Real Estate Strategy16.0715.04
Chilton Capital REIT15.5014.54
SmithAssetMgt–REIT14.2713.15
Heitman US Focused Wilshire13.9113.15
Heitman US Diversified Wilshire13.4512.95
CenterSquare REIT Separate Account13.2012.68
PGI Real Estate Equity Securities13.2212.60
US Rl Estate Secs Value Inc13.0412.40
Cornerstone U.S. REIT Total Return12.7212.15
Source: Morningstar Separate Account/CIT Fund Database

Technology1 year gross return1 year net return
Oak Associates Technology Portfolio24.5623.96
Crabtree Multi-Cap Technology21.3320.52
Wellington Global Technology Opps12.5711.72
MFS Technology Equity9.548.71
Wellington Global Technology7.847.04
Allianz Global Technology Equity6.265.20
TCW Technology5.544.49
Zevenbergen Z/Tech1.470.54
Princeton Young Enterprise Shares (YES)-2.79-4.14
RS Technology Composite0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Technology5 year gross return5 year net return
Wellington Global Technology Opps20.2519.37
Zevenbergen Z/Tech19.7918.69
Crabtree Multi-Cap Technology17.7416.91
Oak Associates Technology Portfolio17.5016.89
Wellington Global Technology17.5216.65
MFS Technology Equity16.8015.90
Allianz Global Technology Equity16.2915.10
TCW Technology13.3312.19
Princeton Young Enterprise Shares (YES)5.654.24
RS Technology Composite0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Utilities1 year gross return1 year net return
HIS Top 15 Utility29.2127.93
Miller/Howard Infrastructure22.8621.66
Miller/Howard – Utilities Plus21.9920.79
Reaves Long Term Val(Util/Ener/Infrastr)20.4419.86
Miller/Howard – Utilities Plus SMA18.9018.44
MFS Utilities Equity12.4311.72
Levin Capital Strategies Utilities Yield10.499.40
Source: Morningstar Separate Account/CIT Fund Database

Utilities5 year gross return5 year net return
HIS Top 15 Utility16.7315.56
Miller/Howard – Utilities Plus11.6910.59
Levin Capital Strategies Utilities Yield11.4810.38
Reaves Long Term Val(Util/Ener/Infrastr)10.019.45
Miller/Howard – Utilities Plus SMA11.478.97
Miller/Howard Infrastructure9.328.24
MFS Utilities Equity8.878.18
Source: Morningstar Separate Account/CIT Fund Database

Equity Energy1 year gross return1 year net return
Miller/Howard E&P Institutional Strategy42.3640.98
Wellington Energy38.5537.22
TMG Energy Equity34.0533.05
Baron Energy and Resources Strategy29.7328.90
Tortoise Select Energy Opportunity29.1027.88
Orleans Energy Opportunities27.9626.70
Miller/Howard Drill Bit Burn Tipˆ®27.8126.56
Drill Bit to Burner Tipˆ® SMA29.0424.23
Source: Morningstar Separate Account/CIT Fund Database

Equity Energy5 year gross return5 year net return
Tortoise Select Energy Opportunity11.1510.06
Miller/Howard Drill Bit Burn Tipˆ®8.187.10
Drill Bit to Burner Tipˆ® SMA8.445.07
Wellington Energy3.852.82
TMG Energy Equity1.781.04
Orleans Energy Opportunities-0.21-1.20
Miller/Howard E&P Institutional Strategy-1.64-2.62
Baron Energy and Resources Strategy0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Aggressive Allocation1 year gross return1 year net return
ValueWorks Cap App26.1324.62
Palouse Capital Diversified Income Strat20.3119.83
Clark Navigator MultiStrategy 75-25(SAI)19.8619.45
Palouse Diversified Income Wrap21.1218.85
ASCP Opportunistic Growth Strategy18.8918.26
Clark Navigator Style Preferred Core17.7817.36
FB&P EDP Balanced 72617.4016.68
Camelot Aggressive Income17.1916.63
Dean Inv Multi-Cap 8017.2616.43
HCM All American Aggressive18.5415.91
Source: Morningstar Separate Account/CIT Fund Database

Aggressive Allocation5 year gross return5 year net return
Meeder Aggressive Growth ETF Portfolio14.0813.54
Meeder Growth ETF Portfolio13.9113.37
Tower Square Large Cap Core14.0413.31
Clark Navigator MultiStrategy 75-25(SAI)12.9012.50
Palouse Capital Diversified Income Strat12.2511.80
Parametric Aggressive Composite12.3011.79
Golub Group Equity Income12.8711.77
Clark Navigator Style Preferred Core12.3911.71
Meeder Growth Composite11.4911.49
Niemann Risk Managed13.4611.30
Source: Morningstar Separate Account/CIT Fund Database

Bank Loan1 year gross return1 year net return
DDJ Bank Loan Strategy14.0613.39
OFI Global Senior Loans13.8813.34
Franklin Bank Loans Retail Composite12.6711.95
Loomis Sayles Sr Floating Rate and FI12.4611.90
Eaton Vance Mgt Senior Secured Floating11.9811.46
Invesco Zodiac US Senior Loan Composite11.1110.56
Columbia Bank Loan Strategy10.7810.07
Franklin Bank Loans Separate Acct Comp10.429.96
Octagon Senior Secured Credit10.519.76
Federated Bank Loan Composite10.339.74
Source: Morningstar Separate Account/CIT Fund Database

Bank Loan5 year gross return5 year net return
Loomis Sayles Sr Floating Rate and FI7.026.50
OFI Global Senior Loans6.305.80
3i US Senior Loan Composite6.425.66
Invesco Zodiac US Senior Loan Composite6.205.63
Columbia Bank Loan Strategy6.215.60
Voya Senior Loan6.015.48
Franklin Bank Loans Separate Acct Comp5.815.42
Lord Abbett & Co. Bank Loan6.005.20
Prudential US Senior Secured Loans5.715.13
Eaton Vance Mgt Senior Secured Floating5.505.00
Source: Morningstar Separate Account/CIT Fund Database

Small Value1 year gross return1 year net return
Towle & Co. Deep Value57.2056.09
DePrince, Race & Zollo, Micro Cap Val46.4345.07
Federated MDT Sm-Cap Val42.0740.66
DePrince, Race & Zollo SMID Cap Value39.2738.14
DePrince, Race & Zollo, Sm-Cap Val39.2738.11
Pacific Ridge Capital Ptnrs Micro Cp Val38.7136.69
Sterling Small Cap Value36.8835.99
Symons Concentrated Small Cap Value35.9435.94
Ironwood Val Invmt Ptnrs Sm Cap Val SA37.1035.72
Foundry Partners Micro Cap Value36.6235.34
Source: Morningstar Separate Account/CIT Fund Database

Small Value5 year gross return5 year net return
Donald Smith & Co. Micro Cap Val Eq23.5222.06
Pacific Ridge Capital Ptnrs Micro Cp Val23.2621.47
O'Shaughnessy Micro Cap22.6821.35
Cooke & Bieler Small Cap Value Equity21.8620.97
Towle & Co. Deep Value21.6220.77
Federated MDT Sm-Cap Val21.1019.91
AB Small Cap Value Equity20.3119.13
Foundry Partners Micro Cap Value20.1719.05
Pzena Small Cap Focused Value20.2319.04
Analytic Small-Mid Cap Equity19.5618.80
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value1 year gross return1 year net return
Clifford Capital All-Cap Value37.9037.23
Shapiro Capital Mgt Enh Small Cap Value36.1934.93
Anchor Focused Value Institutional36.1634.37
Anchor Focused Value Wrap36.8232.92
Denver Inv SMID Value33.1732.07
Denver Inv SMID Cap Value WRAP33.5032.04
DGHM UltraValue32.6231.17
Brandes U.S. Small-Mid Cap Value Equity31.7430.45
ICM SMID Cap Value30.6429.42
Kennedy All Cap Value29.3828.51
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value5 year gross return5 year net return
Brandes U.S. Small-Mid Cap Value Equity22.1120.99
DGHM UltraValue20.7819.12
Smith Graham Mid-Cap Value19.5618.68
Clifford Capital All-Cap Value19.1218.22
Hotchkis & Wiley - Md-Cap Val18.5217.71
Martingale MidCap Core18.4717.66
LSV Asset Mgt Md-Cap Val Eq18.3717.64
Pzena Mid-Cap Focused Value18.3717.60
TSW Mid-Cap Value18.0217.50
Brandywine Div Mid Cap Dedicated Val18.2517.38
Source: Morningstar Separate Account/CIT Fund Database

Large Value1 year gross return1 year net return
Snow Capital Mgt Large Cap Value30.7429.82
Artisan Value Equity Composite30.2229.33
Pzena U.S. Best Ideas30.1328.86
OFI Global Revenue Weighted Dividend29.0328.67
DePrince, Race & Zollo, Lg-Cap Val29.2028.44
Snow Capital Dividend Plus28.7027.50
ASB Large Cap Core Equity28.0527.37
Investment Management of Virginia Sel Eq25.7824.98
Old West Large Cap26.1124.95
Pzena Focused Value24.6724.08
Source: Morningstar Separate Account/CIT Fund Database

Large Value5 year gross return5 year net return
PIMCO StocksPLUS Long Duration19.4418.87
Alpha Quant Value Equity19.5718.26
Pzena U.S. Best Ideas19.1718.00
Hotchkis & Wiley - Value Opps18.8517.98
Lyrical U.S. Value Equity – EQ19.3417.66
WEDGE Large Cap Value17.9017.05
JPMorgan Lg-Cap Val17.7017.00
Numeric Investors Value Aggressive17.7716.97
Lyrical U.S. Value Equity - CS18.3816.94
Queens Oak Concentrated Large Cap Value17.8716.89
Source: Morningstar Separate Account/CIT Fund Database

Small Growth1 year gross return1 year net return
Bares Capital Mgt Small-Cap40.6838.74
Champlain Small Cap Equity29.1928.13
Bahl & Gaynor - Small Cap Growth28.2227.76
Snyder Capital Mgt Sm-Cap Val27.7926.70
RBC Microcap Equity28.1826.62
BMO Microcap Equity - Institutional - SA27.8126.53
LaSalle Street Small Cap27.6426.48
RBC Small Cap Core Equity27.0425.77
Kayne Anderson Rudnick SC Quality Value26.7025.46
Oberweis Micro-Cap Growth26.2825.23
Source: Morningstar Separate Account/CIT Fund Database

Small Growth5 year gross return5 year net return
BMO Microcap Equity - Institutional - SA23.7022.46
US Equity Small Cap Core19.9419.06
PNC Cap Adv Structured Sm Cap Core Eq19.1618.09
Copeland Small Cap Dividend Growth18.9517.91
Oberweis Micro-Cap Growth18.7917.77
Navellier Small Cap Growth Wrap19.2017.71
Ziegler Cap MVP Small Cap Growth18.8317.69
Renaissance Small Cap Growth18.4217.66
Kennedy Small Cap Fundamental Growth18.5317.60
Ziegler Cap MVP Small Cap Core18.6617.52
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth1 year gross return1 year net return
Hodges Multi Cap Core41.7839.75
Hodges Small-Mid Cap Fund23.3221.63
Fenimore Managed Equity Accounts Comp22.4521.37
Snyder Capital Mgt Small/Mid Cap Val21.1720.08
Daruma SMid-Cap Equity21.1120.01
Champlain Mid Cap Core19.9319.03
12th Street Asset Opportunity19.8918.70
Kayne Anderson Rudnick SMID Quality Val19.6818.63
Horizon Small Cap Institutional18.9117.72
Sandhill Concentrated Equity Alpha18.4717.51
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth5 year gross return5 year net return
Naylor & Company Core Composite27.3824.68
Confluence Value Opportunities21.4219.87
Hodges Multi Cap Core21.0819.36
Pinnacle Loprice17.5416.38
ClariVest Mid Cap Growth17.0016.14
Wellington Mid Cap Opportunities16.8315.97
Portfolio Resources High Impact Solu G&I16.1315.56
FIAM Small/Mid Cap Core Composite16.1015.24
PGI Mid-Cap Equity15.7515.23
Disciplined Growth - Mid Cap Growth15.8215.22
Source: Morningstar Separate Account/CIT Fund Database

Large Growth1 year gross return1 year net return
Cambridge Aggressive Equity24.4322.24
Clark Navigator U.S. Style Opp (SAI)20.1719.75
Clark Navigator U.S. Style Opportunity20.1719.75
Large Cap Quality Core- Global16.4915.93
Clark Navigator Sector Opportunity16.2815.88
Davis Concentrated Equity16.5015.88
Davis Multi Cap Equity16.0115.42
New Amsterdam Lg-Cap Soc Resp Active Eq15.1014.52
Merlin Large Cap Growth14.0613.34
The CMC Alpha14.0913.25
Source: Morningstar Separate Account/CIT Fund Database

Large Growth5 year gross return5 year net return
ClearBridge Large Cap Growth18.2617.51
Cookson Peirce All-Cap Equity MA17.3316.75
Martingale LargeCap Growth17.3916.58
Edgewood Mgt Lg-Cap Gr17.5816.56
ClariVest Large Cap Growth16.7916.53
Loomis Sayles All Cap Growth16.9916.51
Munder Multi-Capitalization Comp17.2116.42
Suffolk Capital Mgt Core Eq17.2716.35
Cookson All-Cap Equity17.5016.35
Loomis Sayles Large Cap Growth16.7216.30
Source: Morningstar Separate Account/CIT Fund Database

Small Blend1 year gross return1 year net return
Orchard Select Small Cap Value47.7346.29
Kestrel Inv Mgt Corp. Sm-Cap Val Eq36.6935.42
Federated MDT Sm-Cap Core36.2434.93
Robotti Value Equity37.2034.77
WellsCap Small Cap Value Equity II35.1933.88
Shapiro Capital Mgt Sm-Cap Val34.9333.67
Jacobs Levy Small Cap (Russell 2000)33.7632.67
T. Rowe Price Small-Cap Value Equity33.4732.48
Teton Advisors Small Cap Equity SMA32.9331.86
Goldman Sachs Structured US Small Cap32.6631.76
Source: Morningstar Separate Account/CIT Fund Database

Small Blend5 year gross return5 year net return
NorthPointe Capital Micro Cap Value22.7521.76
Integrity Micro-Cap Value20.4719.29
Federated MDT Sm-Cap Core20.2019.03
Jacobs Levy Small Cap (S&P 600)19.7318.74
PanAgora Asset Mgt Dynamic US SmCap Core19.6218.74
QMA US Small Cap Core Equity19.3118.53
Orchard Select Small Cap Value19.6618.48
The Capital Mgt Corp SMID19.1318.40
BMO Disciplined Small-Cap Core19.3618.30
Martingale SmallCap Core19.3518.18
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend1 year gross return1 year net return
Miller/Howard Drill Bit Burn Tipˆ® No K1s32.1030.81
Drill Bit to Burner Tipˆ® No K1s SMA32.2928.46
Chartwell Mid-Cap Value27.8926.89
Bahl & Gaynor - Small/Mid Cap Income Gr26.3525.85
New Leaf - US Sector Equity31.5725.59
Martin Capital Dividend Opportunity24.2823.60
Horizon Kinetics Spin-Off Index23.5122.91
Edge SMA Mid Cap Core Equity25.3621.71
Keeley Inst. SMID Cap Value SMA22.4921.63
Keeley Small Mid Cap Value Retail SMA22.7721.44
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend5 year gross return5 year net return
Clarkston Capital SMID Composite18.5917.89
Boston Partners Mid-Cap Value Equity18.2317.73
QMA US Mid Cap Core Equity18.1917.56
RBC Concentrated Mid Cap Value Equity18.3617.42
AT Capital Management Mid Cap Core17.7117.33
Bridgeway Aggressive Investors 117.3816.63
Chartwell Mid-Cap Value17.4516.44
LA Capital U.S. Mid Cap Equity17.1616.42
Channing Capital Small Mid-Cap Value16.6416.03
Channing Capital Mid-Cap Value16.4615.99
Source: Morningstar Separate Account/CIT Fund Database

Large Blend1 year gross return1 year net return
River Road Focused Absolute Value Comp27.1326.43
Check Capital Mgt Quality Growth Program25.6125.19
Glenmede Women In Leadership14.9524.30
Lunt U.S. Large Cap Rotation Portfolio23.6621.87
Cumberland - US Equity ETF21.6921.09
Dodge & Cox U.S. Equity Composite21.1420.43
Oak Associates All Cap Core Growth20.4619.61
Kovitz Core Equity20.9019.49
Southeastern Asset Mgt Mid-Lg Cap Dom Eq20.0619.46
MIS Global Equity Select Stock Basket21.3819.39
Source: Morningstar Separate Account/CIT Fund Database

Large Blend5 year gross return5 year net return
NB Nackenson SMA Strategy19.8319.83
Entrepreneur US Large Cap19.0018.21
Mellon Capital Dynamic U.S. Equity Comp18.3217.74
Oak Associates All Cap Core Growth18.3017.43
AFG 5017.6317.28
River Road Focused Absolute Value Comp17.7416.91
Smead Capital Appreciation17.4316.58
Fort Washington Focused Equity Composite16.8616.52
Dodge & Cox U.S. Equity Composite17.2116.51
Aristotle Value Equity16.7916.37
Source: Morningstar Separate Account/CIT Fund Database

Long/Short Equity1 year gross return1 year net return
PWA Dynamic Treasury29.1928.27
The Boston Energy Infrastructure MLP28.4927.48
Goodwood Long/Short Equity23.4521.65
QMA US Core Equity Extended16.0815.34
Optimus Hedged Equity14.5013.94
Confluence IDEA - Plus14.5112.60
Coe Capital Intrinisic Edge Plus15.1910.92
Optimus High Yield Bull/Bear11.4110.86
BlackRock Alpha Advantage 500 Composite10.3610.36
CIM InvestFlexâ„¢ U.S. Long/Short11.989.74
Source: Morningstar Separate Account/CIT Fund Database

Long/Short Equity5 year gross return5 year net return
QMA US Core Equity Extended18.1917.43
BlackRock Alpha Advantage 500 Composite16.1816.18
Confluence IDEA - Plus12.4510.90
Analytic Global Long/Short Equity11.0410.55
Boston Partners Research Equity Comp10.108.74
Atlas 100/30 Long Short9.008.13
Kalo Capital Em Gr with Reduced Volatil11.318.04
Acadian Glb Market Neutral Eq (Tax Sens)9.887.26
Alger Dynamic Opportunities Composite8.397.09
Acadian Global Leveraged Market Neutral10.306.81
Source: Morningstar Separate Account/CIT Fund Database

Leveraged Net Long1 year gross return1 year net return
AQR Capital Small Cap Relaxed Constraint19.3218.09
Martingale 130/30 LargeCap Value18.7017.83
AJO Top Cap Absolute Value 130/3016.3216.00
AJO Large Cap - Absolute Value 130/3015.1915.21
LA Capital U.S. Large Cap Active Exten14.6314.09
Martingale 130/30 LargeCap Core 50014.8313.98
Boston Partners 130/30 Large Cap Value14.0513.79
AQR Capital US Relaxed Constraint 4013.7413.07
SIPCO Global Macro Portfolio13.8012.38
Martingale Low Volatility Long/Short13.0012.17
Source: Morningstar Separate Account/CIT Fund Database

Leveraged Net Long5 year gross return5 year net return
Numeric Investors Amplified Core 130/3020.9319.74
Cornerstone US Equity Opportunities18.1817.48
AQR Capital US Relaxed Constraint 4017.6416.94
Hillsdale US 130 30 Composite17.5216.82
MFSˆ® Blended Rsrch - US Cor Eq Extension17.6616.77
Martingale 130/30 LargeCap Growth17.5516.68
Martingale Low Volatility Long/Short17.4516.58
Analytic Core Eq Plus (Russ1000)17.1716.57
AJO Top Cap Absolute Value 130/3016.7916.49
AQR Capital Small Cap Relaxed Constraint17.4916.29
Source: Morningstar Separate Account/CIT Fund Database

Market Neutral1 year gross return1 year net return
12th Street Asset Management LP22.9519.55
ArbitrOption Cptl Event-Driven Investing25.5516.87
PanAgora Dynamic Global Market Neutral21.0416.11
SL Advisors Low Vol Hedged10.689.89
Swan Defined Risk Strategy10.119.59
Swan Defined Risk Strategy All Accounts9.559.08
SSI Convertible Income7.846.78
PVG Loss Averse Equity Income8.196.71
Clear Stream Absolute Return Strategy7.116.05
Convergence Market Neutral6.935.85
Source: Morningstar Separate Account/CIT Fund Database

Market Neutral5 year gross return5 year net return
ArbitrOption Cptl Event-Driven Investing53.1836.19
12th Street Asset Management LP14.0611.67
Copeland Risk Managed Dividend Growth10.709.65
PanAgora Dynamic Global Market Neutral9.447.67
Swan Defined Risk Strategy7.787.17
Clear Stream Absolute Return Strategy8.137.06
Swan Defined Risk Strategy All Accounts7.737.00
Constantia Merger-Arbitrage6.586.05
Cognios Market Neutral Large Cap Value7.275.96
SL Advisors Low Vol Hedged6.435.83
Source: Morningstar Separate Account/CIT Fund Database

World Stock1 year gross return1 year net return
4Thought Thematic Systematic Investing31.3629.62
4Thought Global Thematic Accumulation27.6025.98
Brandes Global Small-Mid Cap Equity26.9725.83
Capital Innovations List Infrastructure23.4622.58
Two Rivers Global Core Equity22.6122.00
ARGA Global Concentrated Strategy22.2421.17
Validea Dividend Value22.2520.29
Brandes Global Small Cap Eq21.2220.15
Mittleman Global Value21.6019.75
ARGA Global Equity Strategy20.7819.61
Source: Morningstar Separate Account/CIT Fund Database

World Stock5 year gross return5 year net return
Brandes Global Small Cap Eq18.7617.70
Brandes Global Small-Mid Cap Equity18.3617.23
Mittleman Global Value17.4115.70
Thornburg Global Opportunities Sep Acct15.7814.90
Brandes Global Small-Mid Cap Equity SMA15.3514.78
Morgan Stanley Global Opportunity16.1114.59
Hotchkis & Wiley - Global Value15.0114.50
Marathon Asset Mgt Active Global Eq14.1414.14
OFI Global Global Multi Cap Growth14.9214.11
Harris Assoc. Global Concentrated Comp14.8814.00
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Value1 year gross return1 year net return
ARGA International Equity Strategy17.1215.96
RevenueShares VTL ADR Index15.2314.66
RevnueShares VTL Global Growth Index14.5513.86
Sprucegrove US Intl Investment Fund11.9811.04
Pzena Global Expanded Value11.3910.96
Templeton Foreign ADR Only SMA Comp10.8310.57
ARGA International Diversified Strategy11.039.99
Schroders QEP International Value10.219.45
Sprucegrove Intl Value Eq. US Composite10.178.91
W.E. Donoghue Power Div Intl Portfolio9.808.71
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Value5 year gross return5 year net return
Pzena Global Expanded Value12.2211.87
Pzena International(ex-U.S.)FocusedValue10.479.74
Pzena Intl (ex-U.S.) Expanded Value9.939.59
Systematic International Equity10.409.43
Acadian Non-U.S. Equity Composite10.129.30
T. Rowe Price Intl Concentrated Equity9.829.14
Acadian Non-US ADR Eq (Model/Envestnet)10.829.09
BMO Disciplined International Equity9.859.01
ClariVest International Core9.859.00
Cornerstone Systematic Intl Equity9.518.96
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Blend1 year gross return1 year net return
Fiduciary Mgt of Milwaukee Intl Comp11.0210.28
Parametric Cust Core Rus Fund Dev xUS9.188.68
Euclid Prime ETF9.708.37
Harris Assoc. International8.928.17
Altrinsic International Equity8.867.94
Thornburg Intl Equity ESG Sep Acct8.717.67
Saturna Capital International Equity8.227.43
WGI Developed Markets Ex-U.S. Composite8.227.19
QID U.S. Eq Sector Strategy7.737.04
EAFE Plus Equity SRI7.836.97
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Blend5 year gross return5 year net return
Acadian ADR Non-U.S. Equity Composite13.4312.58
Polaris Capital Mgt Polaris Intl Eq13.0812.43
Fiduciary Mgt of Milwaukee Intl Comp12.9312.12
Artisan Non-U.S. Value11.8610.83
Harris Assoc. International11.5010.71
WellsCap EverKey Focused Global Equity11.2810.19
HGK International Equity11.0310.05
SGA International Large Cap ADR10.449.94
SGA International All Cap Equity10.389.83
Trivalent Int’l Core Eqty Comp10.099.39
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Growth1 year gross return1 year net return
All Cap Quality Core- Intl. (ex.US)13.4213.02
MCM International Equity10.118.99
Financial Trust Intl ValueMomentum10.158.79
Dorsey Wright Sys Reltv Strength Intl8.907.36
Scout International Equity7.927.12
Harding Loevner EAFE Equity6.976.34
Invesco Intl Companies SMA/WRAP7.335.94
Harding Loevner Intl Eq6.195.48
Wellington Enduring Assets5.925.29
Baillie Gifford ACWI ex US Alpha Eq5.875.23
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Growth5 year gross return5 year net return
Dorsey Wright Sys Reltv Strength Intl18.4816.64
Wellington International Quality Growth12.5711.74
MFSˆ® International Val Eq11.7910.95
Financial Trust Intl ValueMomentum11.9210.54
Burgundy EAFE Composite11.1510.31
Brown Capital International Equity Svc10.8310.06
International Tortue Capital10.909.83
Morgan Stanley International Opportunity10.839.58
Lazard Intl Strategic Eq (ACW ex-U.S.)10.259.58
Morgan Stanley International Advantage10.909.51
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Value1 year gross return1 year net return
Kopernik Global All Cap53.1451.47
Wellington Intl Contrarian Value15.5214.55
Validea International Value14.9613.06
First Eagle International Small Cap Val11.5010.23
Brandes International Sm-Mid Cap Equity10.709.65
Brandes International Small Cap Eq9.268.38
WellsCap Special Intl Small Cap Equity9.388.30
AJO International Small Cap8.487.93
LSV Asset Mgt Intl Sm-Cap Val Eq7.986.90
First Eagle International Value Equity6.715.92
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Value5 year gross return5 year net return
Wellington Intl Contrarian Value15.1014.14
Brandes International Small Cap Eq14.4813.50
SB&H International Small Cap13.8913.31
LMCG Int'l Sm Cap Eq14.3013.23
QMA International Small Cap Equity13.8612.92
Brandes International Sm-Mid Cap Equity14.0612.89
Acadian Non-U.S. Small-Cap Equity Compst13.2212.37
RBC International Equity Fund12.9711.93
LSV Asset Mgt Intl Sm-Cap Val Eq12.7511.66
SSgA International Small Cap Active12.5711.54
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Growth1 year gross return1 year net return
Southeastern Asset Mgt Intl Eq13.4312.52
Niemann Risk Managed International6.456.45
Expedition Intl Micro Cap Comp8.016.39
Global Equity - Small Cap7.326.25
Wasatch Int'l Micro Cap Composite6.694.80
Brown Capital Intl Small Company Service3.022.64
Baron International Growth Strategy2.631.72
Granahan International Small Cap2.921.09
T. Rowe Price International Small-Cap Eq1.930.98
EAM International Micro Cap2.410.90
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Growth5 year gross return5 year net return
Oberweis Intl Opportunities18.3017.17
Expedition Intl Micro Cap Comp17.5315.98
OFI Global International Small-Mid Cap16.6715.67
EAM International Small Cap15.4314.31
Baring International Small Cap Equity15.1114.17
Wasatch Int'l Micro Cap Composite15.6813.50
Granahan International Small Cap14.1512.43
T. Rowe Price International Small-Cap Eq13.0211.96
FIIG Foreign Equity Small Cap Composite11.6611.04
Pinnacle International Small Cap Equity12.4910.97
Source: Morningstar Separate Account/CIT Fund Database

Latin America Stock1 year gross return1 year net return
Latin American Equity36.5935.22
T. Rowe Price Latin America Equity32.6131.52
Morgan Stanley Latin America Equity28.3427.88
Financial Trust Latin Value Momentum22.5621.07
Ashmore Latin America Small Cap Equity16.3214.49
Source: Morningstar Separate Account/CIT Fund Database

Latin America Stock5 year gross return5 year net return
Financial Trust Latin Value Momentum8.957.61
Latin American Equity-2.06-3.09
T. Rowe Price Latin America Equity-3.83-4.65
Morgan Stanley Latin America Equity-4.37-4.72
Ashmore Latin America Small Cap Equity-4.24-5.74
Source: Morningstar Separate Account/CIT Fund Database

Europe Stock1 year gross return1 year net return
Pictet Asset Mgt Eastern European Equity30.8029.77
Pzena European Focused Value6.976.58
Numeric Investors Europe Core7.166.27
Acadian European Equity Composite6.075.28
Brandes European Equity5.464.94
Brandes European Eq Single ADR NonComp4.413.89
Baillie Gifford Europe ex-UK Equities4.173.52
Boston Company Euroland Small Cap Equity4.063.08
Atlas Enhanced Europe1.190.49
Pyrford European Equity1.130.43
Source: Morningstar Separate Account/CIT Fund Database

Europe Stock5 year gross return5 year net return
Numeric Investors Europe Core17.7616.92
Boston Company Euroland Small Cap Equity16.1615.09
T. Rowe Price Europe Smaller Comp Equity14.9914.13
INTECH European Large Cap Core13.9313.34
Pictet Small Cap European Core Comp13.4712.68
Acadian European Equity Composite12.1211.29
Wellington Strategic European Equity11.6910.86
Baillie Gifford Europe ex-UK Equities11.3710.65
LA Capital Europe Equity11.1710.45
Pzena European Focused Value10.7410.34
Source: Morningstar Separate Account/CIT Fund Database

Japan Stock1 year gross return1 year net return
Brandes Japan Equity13.1212.21
DaiwaSB Japan Eq Small Cap GARP12.1011.32
Baillie Gifford Japanese All Cap11.4710.77
T. Rowe Price Japan Equity11.2510.64
Burgundy Asian (All Cap) Composite11.3010.20
DaiwaSB Japan Eq MidSm Cap GARP10.8210.06
Lazard Japanese Equity7.467.11
Baillie Gifford Japan Growth7.276.63
Burgundy Focus Asian Composite7.186.39
Dalton Japan Long Only Composite6.765.46
Source: Morningstar Separate Account/CIT Fund Database

Japan Stock5 year gross return5 year net return
DaiwaSB Japan Eq MidSm Cap GARP16.3015.50
Dalton Japan Long Only Composite16.3715.13
DaiwaSB Japan Eq Small Cap GARP14.4213.69
Burgundy Asian (All Cap) Composite13.8612.73
Baillie Gifford Japanese All Cap13.3312.62
Burgundy Focus Asian Composite12.5711.73
T. Rowe Price Japan Equity12.2111.59
Brandes Japan Equity11.6710.78
Japanese Equity10.9110.12
Baillie Gifford Japan Growth10.669.96
Source: Morningstar Separate Account/CIT Fund Database

Pacific/Asia ex-Japan Stk1 year gross return1 year net return
Brandes Asia Pacific ex-Japan Equity12.0911.03
Pyrford Pacific Basin ex Japan Equity9.588.85
MFSˆ® Asia Pacific ex Japan8.057.25
Investec 4Factor Asia Pacific ex Jap Eq7.837.13
Havenport (Developed Asia) - Composite7.026.32
MFSˆ® Asia ex Japan Equity6.946.22
Asia Pacific ex Japan Equity6.435.37
PGI Asia ex-Japan Equity5.745.07
FIIG Asia ex-Japan Equity6.104.68
Newton Asia Pacific Ex Japan Equity4.744.06
Source: Morningstar Separate Account/CIT Fund Database

Pacific/Asia ex-Japan Stk5 year gross return5 year net return
Brandes Asia Pacific ex-Japan Equity10.819.68
Baillie Gifford Asia ex Japan Equities7.446.73
Morgan Stanley Asia Equity5.755.49
Investec 4Factor Asia Pacific ex Jap Eq5.945.25
PGI Asia ex-Japan Equity5.575.01
FIIG Asia ex-Japan Equity6.284.87
T. Rowe Price Asia ex-Japan Equity5.694.80
MFSˆ® Asia ex Japan Equity5.444.66
MFSˆ® Asia Pacific ex Japan5.374.59
Morgan Stanley Asia Pacific Equity5.274.52
Source: Morningstar Separate Account/CIT Fund Database

Diversified Pacific/Asia1 year gross return1 year net return
Dalton Asia Long Only Composite11.9810.75
Pyrford Intl Plc Asia Pacific Equity9.268.51
GAM Asia-Pacific Equity8.558.10
Templeton Asia Pacific Eq7.586.92
ZPR All Asian6.475.16
WellsCap SF Global Asia Pacific Equity2.581.76
Sit Inv Pac Basin0.00-0.90
Accuvest Asian Advantage-1.19-1.80
Horizon Asia Institutional-5.29-6.23
Source: Morningstar Separate Account/CIT Fund Database

Diversified Pacific/Asia5 year gross return5 year net return
Dalton Asia Long Only Composite15.0113.35
ZPR All Asian12.7411.29
Horizon Asia Institutional10.529.41
WellsCap SF Global Asia Pacific Equity9.228.36
Templeton Asia Pacific Eq7.296.72
Pyrford Intl Plc Asia Pacific Equity5.985.36
Accuvest Asian Advantage4.834.47
Sit Inv Pac Basin5.394.45
GAM Asia-Pacific Equity0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Diversified Emerging Mkts1 year gross return1 year net return
PIMCO RAE Fundamental PLUS EMG36.8835.36
Brandes Emg Mkts Op Eq Singl ADR NonComp27.4626.83
Brandes Emerging Markets Equity26.1225.15
Trilogy Valant Emerging Markets Equity25.1323.93
ARGA Emerging Markets Equity Strategy24.9523.48
Brandes Emerging Markets Opportunities24.5923.33
Lazard Emerging Markets Eq Select ADR23.5922.66
WGI Specialized Emerging Mkts Composite23.1922.47
Templeton Emg Mkts Eq23.3222.20
Pzena Emerging Markets Focused Value22.9822.13
Source: Morningstar Separate Account/CIT Fund Database

Diversified Emerging Mkts5 year gross return5 year net return
Ashmore EM Middle East Equity15.5913.83
Acadian Frontier Markets Equity Compst13.9012.23
Acadian Emerging Markets Small-Cap Comp13.0311.64
Financial Trust Asia ValueMomentum11.9810.60
William Blair – Emerging Mkts Sm Cap Gr11.3710.42
QMA Emerging Markets Small Cap Equity10.999.89
Numeric Investors Emerging Markets Alpha10.919.71
Ashmore EM Frontier Markets Equity11.199.63
Morgan Stanley Frontier Emerging Markets11.449.38
AQR Capital Emerging Markets Equity8.648.14
Source: Morningstar Separate Account/CIT Fund Database

Global Real Estate1 year gross return1 year net return
Financial Trust Global REIT17.1315.68
Morgan Stanley Glbl Infrastructure Sec16.4915.29
PGI Core Real Estate Property10.058.78
Global REIT Income Preference7.757.04
Gbl Rl Estate Secs Alpha7.066.22
Third Avenue Real Estate Value Equity6.895.68
Heitman Global Diversified Rental6.265.65
Heitman Global Prime Strategy5.505.26
CenterSquare Global REIT5.334.89
Northern Trust Global REIT4.784.51
Source: Morningstar Separate Account/CIT Fund Database

Global Real Estate5 year gross return5 year net return
Third Avenue Real Estate Value Equity14.0012.74
Gbl Rl Estate Secs Alpha13.1812.37
PGI Core Real Estate Property13.1811.90
Global REIT Income Preference12.5111.81
Heitman Global Diversified Rental11.7811.13
Cohen & Steers European Real Estate Secs11.9611.10
Duff&Phelps Glbl Real Estate Securities11.7510.86
Adelante Global Strategy Composite11.4610.74
PGI Global Real Estate Securities11.3010.72
Heitman Global Diversified Developed10.9510.62
Source: Morningstar Separate Account/CIT Fund Database

World Bond1 year gross return1 year net return
Western Asset Mgt UK Core Full17.6617.32
Newfleet Global Multi-Sector Income Comp16.4014.85
Stone Harbor Global High Yield 50/5013.8613.48
Stone Harbor Glbl High Yield Comp 70/3013.5513.13
Dorsey Wright Tactical Fixed Income10.509.76
Western Asset Mgt Glbl Multi Sector9.909.43
Muzinich & Co., Glbl High Yld9.979.43
MFS Global Aggregate Opportunistic FI9.499.04
PCM Absolute Bond Composite9.818.46
Logan Circle International Fixed Income8.137.73
Source: Morningstar Separate Account/CIT Fund Database

World Bond5 year gross return5 year net return
Western Asset Mgt UK Core Full8.137.84
GMO Currency Hedged Int’l Bond Strategy6.926.49
OFI Global Cat Bond7.836.28
Goldman Sachs European Fix-Inc (Eur Agg)6.516.22
PIMCO Non US Hedged6.556.03
Standish Euro Core Plus Fixed Income6.246.00
Western Asset Mgt Euro Core Full Discr6.235.99
Muzinich & Co., Glbl High Yld6.585.93
Oaktree European Senior Loans6.435.91
Stone Harbor Glbl High Yield Comp 70/306.285.84
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond1 year gross return1 year net return
SMHCA High Income Wrapped Fee46.9545.20
MacKay Select High Yield Composite26.2725.65
Nuveen High Yield Fixed Income22.8222.22
Penn Capital Distressed Total Return23.3221.71
Altrius Unconstrained Fixed Income22.0820.68
Logan Circle High Yield20.0819.50
Franklin US High Yld Institutional Comp19.8719.47
Nomura NCRAM HY Total Return Inst20.0219.44
PineBridge US High Yield Bond Composite18.9518.43
Clark Navigator FI Total Return (SAI)18.1017.69
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond5 year gross return5 year net return
TCW Opportunistic MBS11.8311.04
Nomura NCRAM HY Total Return Inst10.329.77
Oaktree European High Yield Bonds10.279.72
DCM High Yield10.229.67
Federated Opportunistic High Yield Comp9.929.38
Manulife AM US High Yield Fixed Income9.729.17
Strategic Income Mmgt SiM High Yld Instl9.629.16
Franklin European High Yield Composite9.428.83
PGI Global High Yield9.198.46
DDJ Total Return Credit I Composite10.038.37
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government1 year gross return1 year net return
Semper Active Mortgage-Backed Securities5.665.38
Federated Govt Credit w MAPS MA4.813.26
Columbia US Government Mortgage3.052.55
Federated Govt Credit no MAPS MA3.622.09
Ryan Labs LDI Interm Duration 3-52.412.03
Nuveen 1-15 Year Government Bond Ladder2.071.92
Federated Intermediate Govt Credit MA3.371.84
Smith Breeden Mortgage Index Plus1.961.62
MFS US Government Fixed Income1.741.46
TCW Index Plus MBS1.581.36
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government5 year gross return5 year net return
Semper Active Mortgage-Backed Securities6.265.91
TCW Index Plus MBS3.543.33
Columbia US Government Mortgage3.663.26
Smith Breeden Mortgage Index Plus2.502.14
Federated Govt Credit w MAPS MA3.612.08
M.D. Sass Core Fix-Inc2.191.91
Ryan Labs LDI Interm Duration 3-52.101.72
Federated Govt Credit no MAPS MA3.191.67
Amalgamated Bank Intermediate Duration1.901.65
MFS US Government Fixed Income1.841.55
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond1 year gross return1 year net return
Herzfeld Taxable Closed-End Bond15.0814.19
PIMCO Diversified Income12.3411.56
Brandes Corporate Focus Fixed Income10.019.64
Logan Circle Multi-Sector Fixed Income9.318.92
Camelot Core Income9.438.91
Morgan Stanley Core Plus Fix-Inc9.548.89
TCH Core Plus Aggregate Fixed Income7.467.34
PIMCO Global Invstm Grade Corporate7.797.30
Bradford & Marzec High Yield PW10.117.20
Loomis Sayles Core Plus Full Discretion7.156.84
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond5 year gross return5 year net return
Flaherty & Crumrine Separate Mgd Account9.168.64
Spectrum Preferred Securities8.888.61
Herzfeld Taxable Closed-End Bond7.896.92
PIMCO Diversified Income6.475.73
PIMCO Global Invstm Grade Corporate5.975.48
RSA Unconstrained Bond Strategy5.915.39
Manulife AM US Core Plus Fixed Income5.425.10
ClearArc Capital Strategic Income Plus5.545.07
Loomis Sayles Core Plus Full Discretion5.184.88
Morgan Stanley Core Plus Fix-Inc5.424.77
Source: Morningstar Separate Account/CIT Fund Database

Short Government1 year gross return1 year net return
RBC Access Capital Community Invmt2.331.92
Garcia Hamilton Fix-Inc Short Dur1.941.81
Sit Inv Short Dur Strat2.161.76
Wellington Short Bond1.891.64
Ryan Labs Limited Duration Govt Credit1.871.56
Victory INCORE Short Government1.611.46
Capital Group PCS Core Bond Composite2.361.09
M.D. Sass 3-Year FI1.431.07
PNC Cap Adv US Government Mortgage1.411.06
M.D. Sass 2-Year FI1.311.06
Source: Morningstar Separate Account/CIT Fund Database

Short Government5 year gross return5 year net return
RBC Access Capital Community Invmt2.732.28
Sit Inv Short Dur Strat2.562.15
PNC Cap Adv US Government Mortgage2.031.68
Victory INCORE Short Government1.941.63
M.D. Sass 3-Year FI1.821.47
Wellington Short Bond1.591.42
Garcia Hamilton Fix-Inc Short Dur1.271.14
M.D. Sass 2-Year FI1.381.12
TCW MBS Short-Intermediate1.200.90
Madison Interm Government Bond SA0.870.85
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond1 year gross return1 year net return
Newfleet Multi-Sector Short Dur Cpst6.135.63
Post Limited Term High Yield Comp6.275.59
Anfield Total Yield Strategy6.335.02
Advisors Capital Mgt Fixed Income5.814.98
CMC Conservative Bond4.464.20
Waddell & Reed Core Fixed Income4.373.80
Dodge & Cox Intermediate FI Composite4.093.78
LCM ActiveALPHA Fundamental Income4.373.74
Reliance LifeStyles Current Income3.733.73
Thornburg Limited Term Income Sep Acct3.993.63
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond5 year gross return5 year net return
Post Limited Term High Yield Comp5.725.03
TCW Strategic Income6.244.42
Newfleet Multi-Sector Short Dur Cpst4.413.91
Goldman Sachs Opportunistic Fixed Income4.533.89
Advisors Capital Mgt Fixed Income4.333.70
WellsCap Intermediate Premier FI3.743.42
Thornburg Limited Term Income Sep Acct3.733.33
Alpha Bonds Strategy5.313.23
Dodge & Cox Intermediate FI Composite3.493.15
Morgan Stanley U.S. Mortgage3.082.95
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond1 year gross return1 year net return
TCW Alpha Trak21.6720.50
FIAM Leveraged Loan Composite10.419.86
First Quadrant Tact Curr Alloc L/S USD7.006.35
FFTW Mortgage Alpha3.342.79
PIMCO Short Term2.982.57
Pioneer Multi-Asset Ultrashort Income2.702.44
Western Asset Mgt US Enhanced Cash2.051.85
Federated Active Cash Broad FI Composite2.091.83
Payden & Rygel Enhanced Cash Long1.721.56
Baird Ultra Short Bond1.691.55
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond5 year gross return5 year net return
TCW Alpha Trak17.5917.20
FIAM Leveraged Loan Composite6.365.84
FFTW Mortgage Alpha4.114.00
Western Asset Mgt US Enhanced Cash2.242.06
First Quadrant Tact Curr Alloc L/S USD2.191.90
Pioneer Multi-Asset Ultrashort Income2.151.77
PIMCO Short Term2.161.74
TCW Ultra Short1.531.33
Federated Active Cash Broad FI Composite1.541.24
Payden & Rygel Enhanced Cash Long1.211.02
Source: Morningstar Separate Account/CIT Fund Database

Long Government1 year gross return1 year net return
JPMorgan Long Govt/Credit Plus7.477.14
JPMorgan Long Govt/Credit(Corporate-Foc)7.036.76
Hillswick Long Duration Government6.386.05
Camden Long Duration (US Corporate) Comp5.425.09
JKMAM Active Aggregate2.612.45
TCW Long Duration Gov2.041.93
NISA Long Dur Govt Only Consolidated2.011.71
NISA 15+ STRIPS Fixed Income Composite1.601.38
PIMCO Long Duration Treasury1.731.22
Hoisington Inv Mgt Macroeconomic FI Comp0.260.03
Source: Morningstar Separate Account/CIT Fund Database

Long Government5 year gross return5 year net return
JPMorgan Long Govt/Credit(Corporate-Foc)4.444.18
JPMorgan Long Govt/Credit Plus4.533.96
Hillswick Long Duration Government3.983.69
NISA 15+ STRIPS Fixed Income Composite3.263.04
NISA Long Dur Govt Only Consolidated2.792.54
PIMCO Long Duration Treasury3.002.50
Hoisington Inv Mgt Macroeconomic FI Comp2.592.37
JKMAM Active Aggregate2.412.24
TCW Long Duration Gov2.192.08
SSgA Long U.S. Govt Bond Index Strategy2.540.92
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond1 year gross return1 year net return
Wela Agg Yield13.6812.67
Reams Long Duration Fixed Income12.0211.89
PIMCO Long Term Bond - Long Credit11.7411.43
Brandywine Global U.S. Fixed Income11.6011.28
Guggenheim Absolute Return Strategic12.3011.18
Loomis Sayles Long Duration Credit11.1510.89
Baird Advisors Long Govt Credit Bond10.8210.67
Ryan Labs Long-Credit10.7710.43
NISA Long Dur Credit Only Consolidated10.6510.41
Niemann Tactical Global Bond11.7310.39
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond5 year gross return5 year net return
Guggenheim Absolute Return Strategic8.707.62
PIMCO Long Term Bond - Long Credit7.286.98
TCW Long Duration Credit0.006.42
Schroders Value Long Duration6.366.16
Dodge & Cox Long Duration FI Composite6.315.91
Wela Agg Yield6.775.89
BlackRock US Long Credit6.125.86
Ryan Labs Long-Credit6.115.79
Logan Circle Long Duration6.045.71
FIAM Long Corporate Composite5.855.57
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond1 year gross return1 year net return
SMHCA Diversified Income Wrapped Fee20.6018.99
Eaton Vance Multi-Sector Bond18.2517.65
First Trust Taxable Closed End Fund15.7414.05
BW Global Multi-Sector Income (fka GITR)13.1012.18
Aristotle Strategic Credit - Composite11.8611.86
Federated Strategic Multi-Sector FI Comp11.8011.41
SFS Power Yield11.9611.29
Loomis Sayles Multi-Sector Full Discretn11.4811.11
BTS Select Bond Asset Allocation Program12.8210.54
Newfleet Multi-Sector Opportunistic Cpst11.0410.44
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond5 year gross return5 year net return
PIMCO Income Composite9.388.84
TCW Securitized Opportunities8.627.53
Loomis Sayles Multi-Sector Full Discretn6.776.43
Thornburg Multisector Opportun Sep Acct6.545.82
First Trust Taxable Closed End Fund7.365.71
Newfleet Multi-Sector Opportunistic Cpst6.225.64
Manulife AM Strategic Fixed Income Opp5.975.54
FIAM Tactical Bond5.855.43
Guggenheim Fixed Income5.655.31
TCW Unconstrained Fixed Income5.725.17
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond1 year gross return1 year net return
SMHCA High Income Wrapped Fee46.9545.20
MacKay Select High Yield Composite26.2725.65
Nuveen High Yield Fixed Income22.8222.22
Penn Capital Distressed Total Return23.3221.71
Altrius Unconstrained Fixed Income22.0820.68
Logan Circle High Yield20.0819.50
Franklin US High Yld Institutional Comp19.8719.47
Nomura NCRAM HY Total Return Inst20.0219.44
PineBridge US High Yield Bond Composite18.9518.43
Clark Navigator FI Total Return (SAI)18.1017.69
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond5 year gross return5 year net return
TCW Opportunistic MBS11.8311.04
Nomura NCRAM HY Total Return Inst10.329.77
Oaktree European High Yield Bonds10.279.72
DCM High Yield10.229.67
Federated Opportunistic High Yield Comp9.929.38
Manulife AM US High Yield Fixed Income9.729.17
Strategic Income Mmgt SiM High Yld Instl9.629.16
Franklin European High Yield Composite9.428.83
PGI Global High Yield9.198.46
DDJ Total Return Credit I Composite10.038.37
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government1 year gross return1 year net return
Semper Active Mortgage-Backed Securities5.665.38
Federated Govt Credit w MAPS MA4.813.26
Columbia US Government Mortgage3.052.55
Federated Govt Credit no MAPS MA3.622.09
Ryan Labs LDI Interm Duration 3-52.412.03
Nuveen 1-15 Year Government Bond Ladder2.071.92
Federated Intermediate Govt Credit MA3.371.84
Smith Breeden Mortgage Index Plus1.961.62
MFS US Government Fixed Income1.741.46
TCW Index Plus MBS1.581.36
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government5 year gross return5 year net return
Semper Active Mortgage-Backed Securities6.265.91
TCW Index Plus MBS3.543.33
Columbia US Government Mortgage3.663.26
Smith Breeden Mortgage Index Plus2.502.14
Federated Govt Credit w MAPS MA3.612.08
M.D. Sass Core Fix-Inc2.191.91
Ryan Labs LDI Interm Duration 3-52.101.72
Federated Govt Credit no MAPS MA3.191.67
Amalgamated Bank Intermediate Duration1.901.65
MFS US Government Fixed Income1.841.55
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond1 year gross return1 year net return
Herzfeld Taxable Closed-End Bond15.0814.19
PIMCO Diversified Income12.3411.56
Brandes Corporate Focus Fixed Income10.019.64
Logan Circle Multi-Sector Fixed Income9.318.92
Camelot Core Income9.438.91
Morgan Stanley Core Plus Fix-Inc9.548.89
TCH Core Plus Aggregate Fixed Income7.467.34
PIMCO Global Invstm Grade Corporate7.797.30
Bradford & Marzec High Yield PW10.117.20
Loomis Sayles Core Plus Full Discretion7.156.84
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond5 year gross return5 year net return
Flaherty & Crumrine Separate Mgd Account9.168.64
Spectrum Preferred Securities8.888.61
Herzfeld Taxable Closed-End Bond7.896.92
PIMCO Diversified Income6.475.73
PIMCO Global Invstm Grade Corporate5.975.48
RSA Unconstrained Bond Strategy5.915.39
Manulife AM US Core Plus Fixed Income5.425.10
ClearArc Capital Strategic Income Plus5.545.07
Loomis Sayles Core Plus Full Discretion5.184.88
Morgan Stanley Core Plus Fix-Inc5.424.77
Source: Morningstar Separate Account/CIT Fund Database

Short Government1 year gross return1 year net return
RBC Access Capital Community Invmt2.331.92
Garcia Hamilton Fix-Inc Short Dur1.941.81
Sit Inv Short Dur Strat2.161.76
Wellington Short Bond1.891.64
Ryan Labs Limited Duration Govt Credit1.871.56
Victory INCORE Short Government1.611.46
Capital Group PCS Core Bond Composite2.361.09
M.D. Sass 3-Year FI1.431.07
PNC Cap Adv US Government Mortgage1.411.06
M.D. Sass 2-Year FI1.311.06
Source: Morningstar Separate Account/CIT Fund Database

Short Government5 year gross return5 year net return
RBC Access Capital Community Invmt2.732.28
Sit Inv Short Dur Strat2.562.15
PNC Cap Adv US Government Mortgage2.031.68
Victory INCORE Short Government1.941.63
M.D. Sass 3-Year FI1.821.47
Wellington Short Bond1.591.42
Garcia Hamilton Fix-Inc Short Dur1.271.14
M.D. Sass 2-Year FI1.381.12
TCW MBS Short-Intermediate1.200.90
Madison Interm Government Bond SA0.870.85
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond1 year gross return1 year net return
Newfleet Multi-Sector Short Dur Cpst6.135.63
Post Limited Term High Yield Comp6.275.59
Anfield Total Yield Strategy6.335.02
Advisors Capital Mgt Fixed Income5.814.98
CMC Conservative Bond4.464.20
Waddell & Reed Core Fixed Income4.373.80
Dodge & Cox Intermediate FI Composite4.093.78
LCM ActiveALPHA Fundamental Income4.373.74
Reliance LifeStyles Current Income3.733.73
Thornburg Limited Term Income Sep Acct3.993.63
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond5 year gross return5 year net return
Post Limited Term High Yield Comp5.725.03
TCW Strategic Income6.244.42
Newfleet Multi-Sector Short Dur Cpst4.413.91
Goldman Sachs Opportunistic Fixed Income4.533.89
Advisors Capital Mgt Fixed Income4.333.70
WellsCap Intermediate Premier FI3.743.42
Thornburg Limited Term Income Sep Acct3.733.33
Alpha Bonds Strategy5.313.23
Dodge & Cox Intermediate FI Composite3.493.15
Morgan Stanley U.S. Mortgage3.082.95
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond1 year gross return1 year net return
TCW Alpha Trak21.6720.50
FIAM Leveraged Loan Composite10.419.86
First Quadrant Tact Curr Alloc L/S USD7.006.35
FFTW Mortgage Alpha1.362.79
PIMCO Short Term2.982.57
Pioneer Multi-Asset Ultrashort Income2.702.44
Western Asset Mgt US Enhanced Cash2.051.85
Federated Active Cash Broad FI Composite2.091.83
Payden & Rygel Enhanced Cash Long1.721.56
Baird Ultra Short Bond1.691.55
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond5 year gross return5 year net return
TCW Alpha Trak17.5917.20
FIAM Leveraged Loan Composite6.365.84
FFTW Mortgage Alpha4.114.00
Western Asset Mgt US Enhanced Cash2.242.06
First Quadrant Tact Curr Alloc L/S USD2.191.90
Pioneer Multi-Asset Ultrashort Income2.151.77
PIMCO Short Term2.161.74
TCW Ultra Short1.531.33
Federated Active Cash Broad FI Composite1.541.24
Payden & Rygel Enhanced Cash Long1.211.02
Source: Morningstar Separate Account/CIT Fund Database

Long Government1 year gross return1 year net return
JPMorgan Long Govt/Credit Plus7.477.14
JPMorgan Long Govt/Credit(Corporate-Foc)7.036.76
Hillswick Long Duration Government6.386.05
Camden Long Duration (US Corporate) Comp5.425.09
JKMAM Active Aggregate2.612.45
TCW Long Duration Gov2.041.93
NISA Long Dur Govt Only Consolidated2.011.71
NISA 15+ STRIPS Fixed Income Composite1.601.38
PIMCO Long Duration Treasury1.731.22
Hoisington Inv Mgt Macroeconomic FI Comp0.260.03
Source: Morningstar Separate Account/CIT Fund Database

Long Government5 year gross return5 year net return
JPMorgan Long Govt/Credit(Corporate-Foc)4.444.18
JPMorgan Long Govt/Credit Plus4.533.96
Hillswick Long Duration Government3.983.69
NISA 15+ STRIPS Fixed Income Composite3.263.04
NISA Long Dur Govt Only Consolidated2.792.54
PIMCO Long Duration Treasury3.002.50
Hoisington Inv Mgt Macroeconomic FI Comp2.592.37
JKMAM Active Aggregate2.412.24
TCW Long Duration Gov2.192.08
SSgA Long U.S. Govt Bond Index Strategy2.540.92
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond1 year gross return1 year net return
Wela Agg Yield13.6812.67
Reams Long Duration Fixed Income12.0211.89
PIMCO Long Term Bond - Long Credit11.7411.43
Brandywine Global U.S. Fixed Income11.6011.28
Guggenheim Absolute Return Strategic12.3011.18
Loomis Sayles Long Duration Credit11.1510.89
Baird Advisors Long Govt Credit Bond10.8210.67
Ryan Labs Long-Credit10.7710.43
NISA Long Dur Credit Only Consolidated10.6510.41
Niemann Tactical Global Bond11.7310.39
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond5 year gross return5 year net return
Guggenheim Absolute Return Strategic8.707.62
PIMCO Long Term Bond - Long Credit7.286.98
TCW Long Duration Credit0.006.42
Schroders Value Long Duration6.366.16
Dodge & Cox Long Duration FI Composite6.315.91
Wela Agg Yield6.775.89
BlackRock US Long Credit6.125.86
Ryan Labs Long-Credit6.115.79
Logan Circle Long Duration6.045.71
FIAM Long Corporate Composite5.855.57
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond1 year gross return1 year net return
SMHCA Diversified Income Wrapped Fee20.6018.99
Eaton Vance Multi-Sector Bond18.2517.65
First Trust Taxable Closed End Fund15.7414.05
BW Global Multi-Sector Income (fka GITR)13.1012.18
Aristotle Strategic Credit - Composite11.8611.86
Federated Strategic Multi-Sector FI Comp11.8011.41
SFS Power Yield11.9611.29
Loomis Sayles Multi-Sector Full Discretn11.4811.11
BTS Select Bond Asset Allocation Program12.8210.54
Newfleet Multi-Sector Opportunistic Cpst11.0410.44
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond5 year gross return5 year net return
PIMCO Income Composite9.388.84
TCW Securitized Opportunities8.627.53
Loomis Sayles Multi-Sector Full Discretn6.776.43
Thornburg Multisector Opportun Sep Acct6.545.82
First Trust Taxable Closed End Fund7.365.71
Newfleet Multi-Sector Opportunistic Cpst6.225.64
Manulife AM Strategic Fixed Income Opp5.975.54
FIAM Tactical Bond5.855.43
Guggenheim Fixed Income5.655.31
TCW Unconstrained Fixed Income5.725.17
Source: Morningstar Separate Account/CIT Fund Database

Inflation-Protected Bond1 year gross return1 year net return
FFTW Global Inflation Linked Bonds10.3410.06
PIMCO Real Ret Asset Long Duration8.467.91
Lord Abbett & Co. Inflation Focused – SA7.416.87
PIMCO Real Return Full Authority5.635.14
Franklin U.S. TIPS Composite5.205.07
BBH U.S. TIPS5.054.89
Northern Trust TIPS4.924.81
American Century US Infl-Adj Bond5.194.76
Standish US TIPS Barclays4.794.75
FFTW Inflation Linked Bonds U.S.4.914.70
Source: Morningstar Separate Account/CIT Fund Database

Inflation-Protected Bond5 year gross return5 year net return
FFTW Global Inflation Linked Bonds3.483.23
Laffer Investments US Inflation Strategy3.302.29
Standish Global TIPS1.621.53
Lord Abbett & Co. Inflation Focused – SA2.061.34
Franklin U.S. TIPS Composite1.351.21
PIMCO Real Ret Asset Long Duration1.651.14
BBH U.S. TIPS1.231.08
PIMCO Real Return Full Authority1.440.97
Standish US TIPS Barclays0.950.88
BlackRock TIPS PLUS0.990.84
Source: Morningstar Separate Account/CIT Fund Database

Stable Value1 year gross return1 year net return
Standish Stable Value2.162.06
Invesco Stable Value2.081.87
T. Rowe Price Stable Value2.131.86
JPMorgan US FI Stable Value (NY)1.751.75
Galliard Stable Value Composite2.031.62
Columbia Stable Value – Inv Grade Strat1.711.49
Columbia Stable Value – Government Strat1.361.14
Source: Morningstar Separate Account/CIT Fund Database

Stable Value5 year gross return5 year net return
Standish Stable Value2.342.24
T. Rowe Price Stable Value2.412.24
Invesco Stable Value2.161.95
JPMorgan US FI Stable Value (NY)1.901.78
Galliard Stable Value Composite2.121.71
Columbia Stable Value – Inv Grade Strat1.691.48
Columbia Stable Value – Government Strat1.551.34
Source: Morningstar Separate Account/CIT Fund Database

Convertibles1 year gross return1 year net return
Zazove High Yield Convertible Strategy18.3818.38
Oaktree High Income Convertibles14.9714.11
MacKay Shields Convertibles11.9611.48
MacKay Convertible SMA10.8610.44
Delaware Convertibles10.9010.23
Zazove Institutional Blend Convertibles10.779.73
Gabelli Asset Mgt Convertibles Strategy10.299.47
Zazove Inv. Grade Convertible Strategy8.558.55
Phoenix Convertible Income Wrap Advisor9.438.40
SSI Inv Grade Convert Strat8.667.73
Source: Morningstar Separate Account/CIT Fund Database

Convertibles5 year gross return5 year net return
SSI Inv Grade Convert Strat12.6411.58
MacKay Shields Convertibles10.7010.17
Advent Investment Grade10.6110.13
ClearBridge U.S. Convertibles10.7910.13
SSI Outright Discretionary Convert Strat10.369.81
Palisade Convertible Securities Comp10.379.74
INCORE Inv Grade Convertibles Comp10.319.71
Allianz Convertibles10.079.64
Gabelli Asset Mgt Convertibles Strategy10.369.57
Advent Balanced Convertible Strategy9.859.35
Source: Morningstar Separate Account/CIT Fund Database

Emerging Markets Bond1 year gross return1 year net return
Ashmore EM Corporate Debt High Yld Comp23.7822.45
Stone Harbor EMD Total Return21.9320.95
Ashmore Emerg Mkts External Dbt Comp20.3719.25
Ashmore EM Corp Dbt Broad (CEMBI) Comp20.0918.75
Global Evolution EM Debt and FX18.5716.24
FIAM Emerging Market Debt Composite16.5315.78
Ashmore Emerg Mkts Blnded Dbt Composite16.8315.67
T. Rowe Price Emerging Markets Bond15.7415.17
PIMCO Emg Mkts External Bond Full Auth15.6214.69
Stone Harbor Emerging Markets Debt14.9314.34
Source: Morningstar Separate Account/CIT Fund Database

Emerging Markets Bond5 year gross return5 year net return
GMO Emerging Country Debt Strategy9.168.36
Global Evolution Frontier Markets8.977.89
Prudential Fixed Inc Emerging Mkts Debt7.857.23
Invesco Emerging Market Corporate Bond7.516.84
Global Evolution EM Debt7.226.79
Ashmore EM Corporate Debt High Yld Comp7.886.66
FIAM Emerging Market Debt Composite7.286.58
Delaware Emerging Markets Debt7.106.55
DCM Emerging Markets Debt7.176.53
Investec Emerging Market Corporate Debt7.256.48
Source: Morningstar Separate Account/CIT Fund Database

World Allocation1 year gross return1 year net return
Wellington Real Asset22.6221.54
PIMCO RAE Fundamental PLUS20.2319.27
Deschutes Matisse Discounted CE Fd Stgy17.1716.03
4Thought Multi-Contingency Aggressive16.5614.96
PIMCO StocksPLUS Absolute Return15.5514.92
Luken DyTegicXˆ® Global Strategy17.2314.89
Appleseed All-Cap F314.6914.69
PIMCO All Asset Strategy14.3113.32
PanAgora Risk Parity Multi Asset Plus15.0213.20
PIMCO StocksPlus13.1012.75
Source: Morningstar Separate Account/CIT Fund Database

World Allocation5 year gross return5 year net return
PIMCO RAE Fundamental PLUS17.4016.47
PIMCO StocksPLUS Absolute Return16.9816.27
PIMCO StocksPlus16.2815.75
OBS Financial EFS 80/2010.5610.27
Loring Ward Global Capital Appr DFA10.249.97
DMAP Moderate Relative Return USD-H10.159.49
Loring Ward Global Capital Appr SA9.499.45
Wilshire Global ETF Allocation - Gr9.559.30
Loring Ward Global Moderate Growth DFA9.429.15
OBS Financial EFS 70/309.419.12
Source: Morningstar Separate Account/CIT Fund Database

Conservative Allocation1 year gross return1 year net return
AAM Credit Opportunities45.6243.75
Clark Navigator MultiStrategy 50-50(SAI)18.9818.59
Camelot Opportunities Income19.1218.47
Messner & Smith - Balanced17.8116.71
HCM All American Conservative18.3015.68
HCM All American Balanced17.3414.74
Clark Navigator Global Balanced 40-6014.8814.48
First Quadrant Essential Beta14.4814.10
Clark Navigator Glbl Bal ETF 40-60 Hdgd13.0612.95
Parametric Enhanced Income13.2712.87
Source: Morningstar Separate Account/CIT Fund Database

Conservative Allocation5 year gross return5 year net return
Clark Navigator MultiStrategy 50-50(SAI)10.7510.37
Saratoga Conservative Balanced9.989.98
Allianz Income & Growth9.569.11
Parametric Tax-Advantage Enhanced Income9.328.95
Parametric Enhanced Income9.248.87
VCM Target Return Conservative Lite9.928.40
MCA Conservative Portfolios8.557.74
AMP Moderately Conservative8.207.72
GVIC All Accounts8.667.69
Morningstar Balanced - Advisor Group WMP7.727.67
Source: Morningstar Separate Account/CIT Fund Database

Moderate Allocation1 year gross return1 year net return
HCM Dividend Income Growth28.6325.70
Hotchkis & Wiley - Capital Income22.4621.69
ValueWorks Bal Comp22.7821.13
Camelot Premium Return20.7420.74
HCM Dividend Income Balanced24.5220.32
HCM Dividend Income Conservative21.6018.96
Shaker Financial Discount Capture20.0018.49
Cumberland Total Return Balanced Port17.5016.87
Altrius Global Income17.2415.90
Dodge & Cox Balanced Composite15.4215.31
Source: Morningstar Separate Account/CIT Fund Database

Moderate Allocation5 year gross return5 year net return
Johnson Institutional Mgt Enhanced Index15.4415.15
Dodge & Cox Balanced Composite12.8812.86
Haverford Dividend Value13.0911.98
Invesco Equity and Income Composite12.3111.64
Hotchkis & Wiley - Capital Income12.1011.38
Shaker Financial Discount Capture12.4911.06
Sunnymeath Balanced11.4910.83
Cumberland Total Return Balanced Port11.3210.71
Meeder Moderate Growth Composite10.6710.67
Meeder Moderate Growth Portfolio10.6310.63
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2000-20101 year gross return1 year net return
AGF Steward Navigator 2010 Fund6.116.11
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2000-20105 year gross return5 year net return
AGF Steward Navigator 2010 Fund5.005.00
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2011-20151 year gross return1 year net return
Meeder Age-based 60-625.385.38
Sage Target Date 2015 Fund2.972.56
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2011-20155 year gross return5 year net return
Meeder Age-based 60-626.726.72
Sage Target Date 2015 Fund5.184.78
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2016-20201 year gross return1 year net return
AGF Steward Navigator 2020 Fund7.257.25
BCM DynamicBelay Balanced Growth (QDIA)7.205.68
Meeder Age-based 55-595.625.62
Meeder Age-Based 63-64 Composite5.445.44
Meeder Age-Based 60-62 Composite5.395.39
Meeder Age-Based 65 and Over Composite5.385.38
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2016-20205 year gross return5 year net return
Meeder Age-based 55-597.417.41
Meeder Age-Based 60-62 Composite7.037.03
AGF Steward Navigator 2020 Fund5.825.82
BCM DynamicBelay Balanced Growth (QDIA)0.000.00
Meeder Age-Based 63-64 Composite0.000.00
Meeder Age-Based 65 and Over Composite0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2021-20251 year gross return1 year net return
Sheaff Brock SSB Conservative Balanced8.027.18
Meeder Age-Based 55-59 Composite5.615.61
Meeder Age-based 50-545.535.53
Meeder Age-based 63-645.445.44
Meeder Age-based 65 and Over5.385.38
Sage Target Date 2025 Fund3.923.50
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2021-20255 year gross return5 year net return
Meeder Age-based 50-548.058.05
Sheaff Brock SSB Conservative Balanced8.457.58
Meeder Age-Based 55-59 Composite7.347.34
Sage Target Date 2025 Fund6.716.30
Meeder Age-based 63-645.315.31
Meeder Age-based 65 and Over4.674.67
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2026-20301 year gross return1 year net return
AGF Steward Navigator 2030 Fund8.398.39
BCM DynamicBelay Conservative Gro(QDIA)8.446.90
Meeder Age-based 45-495.795.79
Meeder Age-Based 50-54 Composite5.545.54
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2026-20305 year gross return5 year net return
Meeder Age-based 45-498.858.85
Meeder Age-Based 50-54 Composite8.078.07
AGF Steward Navigator 2030 Fund6.656.65
BCM DynamicBelay Conservative Gro(QDIA)0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2031-20351 year gross return1 year net return
Meeder Age-based 44 and under5.815.81
Meeder Age-Based 45-49 Composite5.795.79
Sage Target Date 2035 Fund4.584.17
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2031-20355 year gross return5 year net return
Meeder Age-based 44 and under9.239.23
Meeder Age-Based 45-49 Composite8.288.28
Sage Target Date 2035 Fund7.747.33
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2036-20401 year gross return1 year net return
AGF Steward Navigator 2040 Fund9.579.57
Sheaff Brock SSB Growth & Income8.247.43
Meeder Age-Based 44 and Under Composite5.825.82
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2036-20405 year gross return5 year net return
Sheaff Brock SSB Growth & Income10.829.97
Meeder Age-Based 44 and Under Composite9.159.15
AGF Steward Navigator 2040 Fund7.547.54
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2041-20451 year gross return1 year net return
Sage Target Date 2045 Fund4.844.43
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2041-20455 year gross return5 year net return
Sage Target Date 2045 Fund8.337.91
Source: Morningstar Separate Account/CIT Fund Database

Retirement Income1 year gross return1 year net return
Hancock Horizon Dividend Income22.2721.31
Nuveen-Sector Dividend Preferred15.6214.49
New Frontier Multi Asset Income Growth14.8914.37
New Frontier Multi Asset Income Balanced13.4712.96
Advisors Capital Mgt Income w/Growth13.5611.91
New Frontier Multi Asset Income Conserv11.1410.64
4Thought Global Strategic Distribution11.389.89
Palladiem Focused Income Strategy8.838.23
UBS PWS Diversified Income7.847.51
UBS PWS Diversified Income w/ Muni6.596.28
Source: Morningstar Separate Account/CIT Fund Database

Retirement Income5 year gross return5 year net return
Hancock Horizon Dividend Income12.599.99
Nuveen-Sector Dividend Preferred8.697.69
Advisors Capital Mgt Income w/Growth8.176.62
Horizon Real Spend 48.556.51
Horizon Real Spend 58.536.49
Horizon Real Spend 78.506.46
Texas Retirement Income Strategy8.066.42
Morningstar Ret Inc Long-Range - TDA6.205.15
Morningstar Ret Inc Long-Range - BNY6.324.73
Morningstar Ret Inc Long-Range - FIWS6.194.60
Source: Morningstar Separate Account/CIT Fund Database
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