| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| River Road Focused Absolute Value Comp | 27.13 | 26.43 |
| Check Capital Mgt Quality Growth Program | 25.61 | 25.19 |
| Glenmede Women In Leadership | 14.95 | 24.30 |
| Lunt U.S. Large Cap Rotation Portfolio | 23.66 | 21.87 |
| Cumberland - US Equity ETF | 21.69 | 21.09 |
| Dodge & Cox U.S. Equity Composite | 21.14 | 20.43 |
| Oak Associates All Cap Core Growth | 20.46 | 19.61 |
| Kovitz Core Equity | 20.90 | 19.49 |
| Southeastern Asset Mgt Mid-Lg Cap Dom Eq | 20.06 | 19.46 |
| MIS Global Equity Select Stock Basket | 21.38 | 19.39 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| NB Nackenson SMA Strategy | 19.83 | 19.83 |
| Entrepreneur US Large Cap | 19.00 | 18.21 |
| Mellon Capital Dynamic U.S. Equity Comp | 18.32 | 17.74 |
| Oak Associates All Cap Core Growth | 18.30 | 17.43 |
| AFG 50 | 17.63 | 17.28 |
| River Road Focused Absolute Value Comp | 17.74 | 16.91 |
| Smead Capital Appreciation | 17.43 | 16.58 |
| Fort Washington Focused Equity Composite | 16.86 | 16.52 |
| Dodge & Cox U.S. Equity Composite | 17.21 | 16.51 |
| Aristotle Value Equity | 16.79 | 16.37 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Miller/Howard Drill Bit Burn Tipˆ® No K1s | 32.10 | 30.81 |
| Drill Bit to Burner Tipˆ® No K1s SMA | 32.29 | 28.46 |
| Chartwell Mid-Cap Value | 27.89 | 26.89 |
| Bahl & Gaynor - Small/Mid Cap Income Gr | 26.35 | 25.85 |
| New Leaf - US Sector Equity | 31.57 | 25.59 |
| Martin Capital Dividend Opportunity | 24.28 | 23.60 |
| Horizon Kinetics Spin-Off Index | 23.51 | 22.91 |
| Edge SMA Mid Cap Core Equity | 25.36 | 21.71 |
| Keeley Inst. SMID Cap Value SMA | 22.49 | 21.63 |
| Keeley Small Mid Cap Value Retail SMA | 22.77 | 21.44 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Clarkston Capital SMID Composite | 18.59 | 17.89 |
| Boston Partners Mid-Cap Value Equity | 18.23 | 17.73 |
| QMA US Mid Cap Core Equity | 18.19 | 17.56 |
| RBC Concentrated Mid Cap Value Equity | 18.36 | 17.42 |
| AT Capital Management Mid Cap Core | 17.71 | 17.33 |
| Bridgeway Aggressive Investors 1 | 17.38 | 16.63 |
| Chartwell Mid-Cap Value | 17.45 | 16.44 |
| LA Capital U.S. Mid Cap Equity | 17.16 | 16.42 |
| Channing Capital Small Mid-Cap Value | 16.64 | 16.03 |
| Channing Capital Mid-Cap Value | 16.46 | 15.99 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Orchard Select Small Cap Value | 47.73 | 46.29 |
| Kestrel Inv Mgt Corp. Sm-Cap Val Eq | 36.69 | 35.42 |
| Federated MDT Sm-Cap Core | 36.24 | 34.93 |
| Robotti Value Equity | 37.20 | 34.77 |
| WellsCap Small Cap Value Equity II | 35.19 | 33.88 |
| Shapiro Capital Mgt Sm-Cap Val | 34.93 | 33.67 |
| Jacobs Levy Small Cap (Russell 2000) | 33.76 | 32.67 |
| T. Rowe Price Small-Cap Value Equity | 33.47 | 32.48 |
| Teton Advisors Small Cap Equity SMA | 32.93 | 31.86 |
| Goldman Sachs Structured US Small Cap | 32.66 | 31.76 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| NorthPointe Capital Micro Cap Value | 22.75 | 21.76 |
| Integrity Micro-Cap Value | 20.47 | 19.29 |
| Federated MDT Sm-Cap Core | 20.20 | 19.03 |
| Jacobs Levy Small Cap (S&P 600) | 19.73 | 18.74 |
| PanAgora Asset Mgt Dynamic US SmCap Core | 19.62 | 18.74 |
| QMA US Small Cap Core Equity | 19.31 | 18.53 |
| Orchard Select Small Cap Value | 19.66 | 18.48 |
| The Capital Mgt Corp SMID | 19.13 | 18.40 |
| BMO Disciplined Small-Cap Core | 19.36 | 18.30 |
| Martingale SmallCap Core | 19.35 | 18.18 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Cambridge Aggressive Equity | 24.43 | 22.24 |
| Clark Navigator U.S. Style Opp (SAI) | 20.17 | 19.75 |
| Clark Navigator U.S. Style Opportunity | 20.17 | 19.75 |
| Large Cap Quality Core- Global | 16.49 | 15.93 |
| Clark Navigator Sector Opportunity | 16.28 | 15.88 |
| Davis Concentrated Equity | 16.50 | 15.88 |
| Davis Multi Cap Equity | 16.01 | 15.42 |
| New Amsterdam Lg-Cap Soc Resp Active Eq | 15.10 | 14.52 |
| Merlin Large Cap Growth | 14.06 | 13.34 |
| The CMC Alpha | 14.09 | 13.25 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| ClearBridge Large Cap Growth | 18.26 | 17.51 |
| Cookson Peirce All-Cap Equity MA | 17.33 | 16.75 |
| Martingale LargeCap Growth | 17.39 | 16.58 |
| Edgewood Mgt Lg-Cap Gr | 17.58 | 16.56 |
| ClariVest Large Cap Growth | 16.79 | 16.53 |
| Loomis Sayles All Cap Growth | 16.99 | 16.51 |
| Munder Multi-Capitalization Comp | 17.21 | 16.42 |
| Suffolk Capital Mgt Core Eq | 17.27 | 16.35 |
| Cookson All-Cap Equity | 17.50 | 16.35 |
| Loomis Sayles Large Cap Growth | 16.72 | 16.30 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Hodges Multi Cap Core | 41.78 | 39.75 |
| Hodges Small-Mid Cap Fund | 23.32 | 21.63 |
| Fenimore Managed Equity Accounts Comp | 22.45 | 21.37 |
| Snyder Capital Mgt Small/Mid Cap Val | 21.17 | 20.08 |
| Daruma SMid-Cap Equity | 21.11 | 20.01 |
| Champlain Mid Cap Core | 19.93 | 19.03 |
| 12th Street Asset Opportunity | 19.89 | 18.70 |
| Kayne Anderson Rudnick SMID Quality Val | 19.68 | 18.63 |
| Horizon Small Cap Institutional | 18.91 | 17.72 |
| Sandhill Concentrated Equity Alpha | 18.47 | 17.51 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Naylor & Company Core Composite | 27.38 | 24.68 |
| Confluence Value Opportunities | 21.42 | 19.87 |
| Hodges Multi Cap Core | 21.08 | 19.36 |
| Pinnacle Loprice | 17.54 | 16.38 |
| ClariVest Mid Cap Growth | 17.00 | 16.14 |
| Wellington Mid Cap Opportunities | 16.83 | 15.97 |
| Portfolio Resources High Impact Solu G&I | 16.13 | 15.56 |
| FIAM Small/Mid Cap Core Composite | 16.10 | 15.24 |
| PGI Mid-Cap Equity | 15.75 | 15.23 |
| Disciplined Growth - Mid Cap Growth | 15.82 | 15.22 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Bares Capital Mgt Small-Cap | 40.68 | 38.74 |
| Champlain Small Cap Equity | 29.19 | 28.13 |
| Bahl & Gaynor - Small Cap Growth | 28.22 | 27.76 |
| Snyder Capital Mgt Sm-Cap Val | 27.79 | 26.70 |
| RBC Microcap Equity | 28.18 | 26.62 |
| BMO Microcap Equity - Institutional - SA | 27.81 | 26.53 |
| LaSalle Street Small Cap | 27.64 | 26.48 |
| RBC Small Cap Core Equity | 27.04 | 25.77 |
| Kayne Anderson Rudnick SC Quality Value | 26.70 | 25.46 |
| Oberweis Micro-Cap Growth | 26.28 | 25.23 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| BMO Microcap Equity - Institutional - SA | 23.70 | 22.46 |
| US Equity Small Cap Core | 19.94 | 19.06 |
| PNC Cap Adv Structured Sm Cap Core Eq | 19.16 | 18.09 |
| Copeland Small Cap Dividend Growth | 18.95 | 17.91 |
| Oberweis Micro-Cap Growth | 18.79 | 17.77 |
| Navellier Small Cap Growth Wrap | 19.20 | 17.71 |
| Ziegler Cap MVP Small Cap Growth | 18.83 | 17.69 |
| Renaissance Small Cap Growth | 18.42 | 17.66 |
| Kennedy Small Cap Fundamental Growth | 18.53 | 17.60 |
| Ziegler Cap MVP Small Cap Core | 18.66 | 17.52 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Snow Capital Mgt Large Cap Value | 30.74 | 29.82 |
| Artisan Value Equity Composite | 30.22 | 29.33 |
| Pzena U.S. Best Ideas | 30.13 | 28.86 |
| OFI Global Revenue Weighted Dividend | 29.03 | 28.67 |
| DePrince, Race & Zollo, Lg-Cap Val | 29.20 | 28.44 |
| Snow Capital Dividend Plus | 28.70 | 27.50 |
| ASB Large Cap Core Equity | 28.05 | 27.37 |
| Investment Management of Virginia Sel Eq | 25.78 | 24.98 |
| Old West Large Cap | 26.11 | 24.95 |
| Pzena Focused Value | 24.67 | 24.08 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO StocksPLUS Long Duration | 19.44 | 18.87 |
| Alpha Quant Value Equity | 19.57 | 18.26 |
| Pzena U.S. Best Ideas | 19.17 | 18.00 |
| Hotchkis & Wiley - Value Opps | 18.85 | 17.98 |
| Lyrical U.S. Value Equity – EQ | 19.34 | 17.66 |
| WEDGE Large Cap Value | 17.90 | 17.05 |
| JPMorgan Lg-Cap Val | 17.70 | 17.00 |
| Numeric Investors Value Aggressive | 17.77 | 16.97 |
| Lyrical U.S. Value Equity - CS | 18.38 | 16.94 |
| Queens Oak Concentrated Large Cap Value | 17.87 | 16.89 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 1 year gross return | 1 year net return |
|---|---|---|
| Clifford Capital All-Cap Value | 37.90 | 37.23 |
| Shapiro Capital Mgt Enh Small Cap Value | 36.19 | 34.93 |
| Anchor Focused Value Institutional | 36.16 | 34.37 |
| Anchor Focused Value Wrap | 36.82 | 32.92 |
| Denver Inv SMID Value | 33.17 | 32.07 |
| Denver Inv SMID Cap Value WRAP | 33.50 | 32.04 |
| DGHM UltraValue | 32.62 | 31.17 |
| Brandes U.S. Small-Mid Cap Value Equity | 31.74 | 30.45 |
| ICM SMID Cap Value | 30.64 | 29.42 |
| Kennedy All Cap Value | 29.38 | 28.51 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 5 year gross return | 5 year net return |
|---|---|---|
| Brandes U.S. Small-Mid Cap Value Equity | 22.11 | 20.99 |
| DGHM UltraValue | 20.78 | 19.12 |
| Smith Graham Mid-Cap Value | 19.56 | 18.68 |
| Clifford Capital All-Cap Value | 19.12 | 18.22 |
| Hotchkis & Wiley - Md-Cap Val | 18.52 | 17.71 |
| Martingale MidCap Core | 18.47 | 17.66 |
| LSV Asset Mgt Md-Cap Val Eq | 18.37 | 17.64 |
| Pzena Mid-Cap Focused Value | 18.37 | 17.60 |
| TSW Mid-Cap Value | 18.02 | 17.50 |
| Brandywine Div Mid Cap Dedicated Val | 18.25 | 17.38 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| Towle & Co. Deep Value | 57.20 | 56.09 |
| DePrince, Race & Zollo, Micro Cap Val | 46.43 | 45.07 |
| Federated MDT Sm-Cap Val | 42.07 | 40.66 |
| DePrince, Race & Zollo SMID Cap Value | 39.27 | 38.14 |
| DePrince, Race & Zollo, Sm-Cap Val | 39.27 | 38.11 |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 38.71 | 36.69 |
| Sterling Small Cap Value | 36.88 | 35.99 |
| Symons Concentrated Small Cap Value | 35.94 | 35.94 |
| Ironwood Val Invmt Ptnrs Sm Cap Val SA | 37.10 | 35.72 |
| Foundry Partners Micro Cap Value | 36.62 | 35.34 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Donald Smith & Co. Micro Cap Val Eq | 23.52 | 22.06 |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 23.26 | 21.47 |
| O'Shaughnessy Micro Cap | 22.68 | 21.35 |
| Cooke & Bieler Small Cap Value Equity | 21.86 | 20.97 |
| Towle & Co. Deep Value | 21.62 | 20.77 |
| Federated MDT Sm-Cap Val | 21.10 | 19.91 |
| AB Small Cap Value Equity | 20.31 | 19.13 |
| Foundry Partners Micro Cap Value | 20.17 | 19.05 |
| Pzena Small Cap Focused Value | 20.23 | 19.04 |
| Analytic Small-Mid Cap Equity | 19.56 | 18.80 |
Source: Morningstar Separate Account/CIT Fund Database
| Bear Market | 1 year gross return | 1 year net return |
|---|---|---|
| Optimus Global Advantage Plus | 10.15 | 9.61 |
| Optimus Global Advantage All Asset | 5.13 | 4.61 |
| Federated Alternative Bear Equity Comp | -11.90 | -13.23 |
| Leuthold AdvantHedge | -12.54 | -13.42 |
Source: Morningstar Separate Account/CIT Fund Database
| Bear Market | 5 year gross return | 5 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 Asset | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Financial | 1 year gross return | 1 year net return |
|---|---|---|
| ZPR Volume Value | 44.67 | 42.35 |
| ZPR Volume Winners | 34.18 | 31.97 |
| RevenueShares VTL Financial Index | 22.73 | 22.13 |
| Advisory Research BDC | 21.93 | 20.78 |
| Confluence BDC-Wrap | 22.07 | 20.16 |
| McKinley Capital Business Development Co | 21.04 | 19.47 |
| Davis Financial Product | 16.01 | 15.44 |
Source: Morningstar Separate Account/CIT Fund Database
| Financial | 5 year gross return | 5 year net return |
|---|---|---|
| ZPR Volume Value | 29.22 | 25.96 |
| RevenueShares VTL Financial Index | 21.22 | 20.63 |
| ZPR Volume Winners | 19.43 | 17.45 |
| Davis Financial Product | 16.46 | 15.88 |
| Advisory Research BDC | 0.00 | 0.00 |
| Confluence BDC-Wrap | 0.00 | 0.00 |
| McKinley Capital Business Development Co | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Health | 1 year gross return | 1 year net return |
|---|---|---|
| Kopp AccruHealth | -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
| Health | 5 year gross return | 5 year net return |
|---|---|---|
| Financial Trust Health Value | 21.08 | 19.58 |
| Kopp AccruHealth | 18.33 | 17.00 |
| Janus Global Life Sciences ADR MA | 18.75 | 15.30 |
Source: Morningstar Separate Account/CIT Fund Database
| Natural Resources | 1 year gross return | 1 year net return |
|---|---|---|
| SailingStone Global Natural Resources | 57.05 | 55.93 |
| GMO Resources Strategy | 45.72 | 44.74 |
| Investec Global Natural Res Composite | 37.96 | 36.86 |
| NB Rachlin Income Plus (PAM) | 36.99 | 35.45 |
| Jennison Global Natural Resources | 35.39 | 34.86 |
| Cohen & Steers Natural Resources | 33.52 | 32.77 |
| Financial Trust Global Resources | 33.67 | 32.03 |
| Signia Concentrated Value Equity | 31.67 | 30.71 |
| Wellington Global Natural Resources | 30.65 | 29.41 |
| Boston Global Natural Resources Equity | 29.20 | 28.20 |
Source: Morningstar Separate Account/CIT Fund Database
| Natural Resources | 5 year gross return | 5 year net return |
|---|---|---|
| NB Rachlin Income Plus (PAM) | 6.94 | 5.75 |
| Financial Trust Global Resources | 3.80 | 2.52 |
| Boston Global Natural Resources Equity | 2.68 | 1.87 |
| GMO Resources Strategy | 2.09 | 1.38 |
| Wellington Global Agriculture | 1.94 | 0.93 |
| 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 Metals | 1 year gross return | 1 year net return |
|---|---|---|
| GAMCO Gold | 47.38 | 45.87 |
| WellsCap Precious Metals | 46.98 | 45.62 |
| AIS TAAP | 8.45 | 7.36 |
Source: Morningstar Separate Account/CIT Fund Database
| Equity Precious Metals | 5 year gross return | 5 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 Estate | 1 year gross return | 1 year net return |
|---|---|---|
| SmithAssetMgt–REIT | 24.97 | 23.78 |
| American Assets Untd Cap Rl Estt Secs Fd | 20.38 | 19.46 |
| Janus Real Estate Income MA (Retail) | 15.66 | 12.34 |
| Anchor REIT | 12.80 | 12.20 |
| Cohen & Steers Realty Focus | 11.78 | 10.81 |
| Uniplan REIT Portfolio | 12.62 | 10.29 |
| IRON REIT Strategy | 10.76 | 10.04 |
| Davis Real Estate WRAP | 10.43 | 9.88 |
| Davis Real Estate Composite | 10.43 | 9.88 |
| FIAM U.S. Real Estate Invest Tr | 9.37 | 8.61 |
Source: Morningstar Separate Account/CIT Fund Database
| Real Estate | 5 year gross return | 5 year net return |
|---|---|---|
| Cohen & Steers Realty Focus | 17.45 | 16.41 |
| Baron Real Estate Strategy | 16.07 | 15.04 |
| Chilton Capital REIT | 15.50 | 14.54 |
| SmithAssetMgt–REIT | 14.27 | 13.15 |
| Heitman US Focused Wilshire | 13.91 | 13.15 |
| Heitman US Diversified Wilshire | 13.45 | 12.95 |
| CenterSquare REIT Separate Account | 13.20 | 12.68 |
| PGI Real Estate Equity Securities | 13.22 | 12.60 |
| US Rl Estate Secs Value Inc | 13.04 | 12.40 |
| Cornerstone U.S. REIT Total Return | 12.72 | 12.15 |
Source: Morningstar Separate Account/CIT Fund Database
| Technology | 1 year gross return | 1 year net return |
|---|---|---|
| Oak Associates Technology Portfolio | 24.56 | 23.96 |
| Crabtree Multi-Cap Technology | 21.33 | 20.52 |
| Wellington Global Technology Opps | 12.57 | 11.72 |
| MFS Technology Equity | 9.54 | 8.71 |
| Wellington Global Technology | 7.84 | 7.04 |
| Allianz Global Technology Equity | 6.26 | 5.20 |
| TCW Technology | 5.54 | 4.49 |
| Zevenbergen Z/Tech | 1.47 | 0.54 |
| Princeton Young Enterprise Shares (YES) | -2.79 | -4.14 |
| RS Technology Composite | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Technology | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington Global Technology Opps | 20.25 | 19.37 |
| Zevenbergen Z/Tech | 19.79 | 18.69 |
| Crabtree Multi-Cap Technology | 17.74 | 16.91 |
| Oak Associates Technology Portfolio | 17.50 | 16.89 |
| Wellington Global Technology | 17.52 | 16.65 |
| MFS Technology Equity | 16.80 | 15.90 |
| Allianz Global Technology Equity | 16.29 | 15.10 |
| TCW Technology | 13.33 | 12.19 |
| Princeton Young Enterprise Shares (YES) | 5.65 | 4.24 |
| RS Technology Composite | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Utilities | 1 year gross return | 1 year net return |
|---|---|---|
| HIS Top 15 Utility | 29.21 | 27.93 |
| Miller/Howard Infrastructure | 22.86 | 21.66 |
| Miller/Howard – Utilities Plus | 21.99 | 20.79 |
| Reaves Long Term Val(Util/Ener/Infrastr) | 20.44 | 19.86 |
| Miller/Howard – Utilities Plus SMA | 18.90 | 18.44 |
| MFS Utilities Equity | 12.43 | 11.72 |
| Levin Capital Strategies Utilities Yield | 10.49 | 9.40 |
Source: Morningstar Separate Account/CIT Fund Database
| Utilities | 5 year gross return | 5 year net return |
|---|---|---|
| HIS Top 15 Utility | 16.73 | 15.56 |
| Miller/Howard – Utilities Plus | 11.69 | 10.59 |
| Levin Capital Strategies Utilities Yield | 11.48 | 10.38 |
| Reaves Long Term Val(Util/Ener/Infrastr) | 10.01 | 9.45 |
| Miller/Howard – Utilities Plus SMA | 11.47 | 8.97 |
| Miller/Howard Infrastructure | 9.32 | 8.24 |
| MFS Utilities Equity | 8.87 | 8.18 |
Source: Morningstar Separate Account/CIT Fund Database
| Equity Energy | 1 year gross return | 1 year net return |
|---|---|---|
| Miller/Howard E&P Institutional Strategy | 42.36 | 40.98 |
| Wellington Energy | 38.55 | 37.22 |
| TMG Energy Equity | 34.05 | 33.05 |
| Baron Energy and Resources Strategy | 29.73 | 28.90 |
| Tortoise Select Energy Opportunity | 29.10 | 27.88 |
| Orleans Energy Opportunities | 27.96 | 26.70 |
| Miller/Howard Drill Bit Burn Tipˆ® | 27.81 | 26.56 |
| Drill Bit to Burner Tipˆ® SMA | 29.04 | 24.23 |
Source: Morningstar Separate Account/CIT Fund Database
| Equity Energy | 5 year gross return | 5 year net return |
|---|---|---|
| Tortoise Select Energy Opportunity | 11.15 | 10.06 |
| Miller/Howard Drill Bit Burn Tipˆ® | 8.18 | 7.10 |
| Drill Bit to Burner Tipˆ® SMA | 8.44 | 5.07 |
| Wellington Energy | 3.85 | 2.82 |
| TMG Energy Equity | 1.78 | 1.04 |
| Orleans Energy Opportunities | -0.21 | -1.20 |
| Miller/Howard E&P Institutional Strategy | -1.64 | -2.62 |
| Baron Energy and Resources Strategy | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Aggressive Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| ValueWorks Cap App | 26.13 | 24.62 |
| Palouse Capital Diversified Income Strat | 20.31 | 19.83 |
| Clark Navigator MultiStrategy 75-25(SAI) | 19.86 | 19.45 |
| Palouse Diversified Income Wrap | 21.12 | 18.85 |
| ASCP Opportunistic Growth Strategy | 18.89 | 18.26 |
| Clark Navigator Style Preferred Core | 17.78 | 17.36 |
| FB&P EDP Balanced 726 | 17.40 | 16.68 |
| Camelot Aggressive Income | 17.19 | 16.63 |
| Dean Inv Multi-Cap 80 | 17.26 | 16.43 |
| HCM All American Aggressive | 18.54 | 15.91 |
Source: Morningstar Separate Account/CIT Fund Database
| Aggressive Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Meeder Aggressive Growth ETF Portfolio | 14.08 | 13.54 |
| Meeder Growth ETF Portfolio | 13.91 | 13.37 |
| Tower Square Large Cap Core | 14.04 | 13.31 |
| Clark Navigator MultiStrategy 75-25(SAI) | 12.90 | 12.50 |
| Palouse Capital Diversified Income Strat | 12.25 | 11.80 |
| Parametric Aggressive Composite | 12.30 | 11.79 |
| Golub Group Equity Income | 12.87 | 11.77 |
| Clark Navigator Style Preferred Core | 12.39 | 11.71 |
| Meeder Growth Composite | 11.49 | 11.49 |
| Niemann Risk Managed | 13.46 | 11.30 |
Source: Morningstar Separate Account/CIT Fund Database
| Bank Loan | 1 year gross return | 1 year net return |
|---|---|---|
| DDJ Bank Loan Strategy | 14.06 | 13.39 |
| OFI Global Senior Loans | 13.88 | 13.34 |
| Franklin Bank Loans Retail Composite | 12.67 | 11.95 |
| Loomis Sayles Sr Floating Rate and FI | 12.46 | 11.90 |
| Eaton Vance Mgt Senior Secured Floating | 11.98 | 11.46 |
| Invesco Zodiac US Senior Loan Composite | 11.11 | 10.56 |
| Columbia Bank Loan Strategy | 10.78 | 10.07 |
| Franklin Bank Loans Separate Acct Comp | 10.42 | 9.96 |
| Octagon Senior Secured Credit | 10.51 | 9.76 |
| Federated Bank Loan Composite | 10.33 | 9.74 |
Source: Morningstar Separate Account/CIT Fund Database
| Bank Loan | 5 year gross return | 5 year net return |
|---|---|---|
| Loomis Sayles Sr Floating Rate and FI | 7.02 | 6.50 |
| OFI Global Senior Loans | 6.30 | 5.80 |
| 3i US Senior Loan Composite | 6.42 | 5.66 |
| Invesco Zodiac US Senior Loan Composite | 6.20 | 5.63 |
| Columbia Bank Loan Strategy | 6.21 | 5.60 |
| Voya Senior Loan | 6.01 | 5.48 |
| Franklin Bank Loans Separate Acct Comp | 5.81 | 5.42 |
| Lord Abbett & Co. Bank Loan | 6.00 | 5.20 |
| Prudential US Senior Secured Loans | 5.71 | 5.13 |
| Eaton Vance Mgt Senior Secured Floating | 5.50 | 5.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| Towle & Co. Deep Value | 57.20 | 56.09 |
| DePrince, Race & Zollo, Micro Cap Val | 46.43 | 45.07 |
| Federated MDT Sm-Cap Val | 42.07 | 40.66 |
| DePrince, Race & Zollo SMID Cap Value | 39.27 | 38.14 |
| DePrince, Race & Zollo, Sm-Cap Val | 39.27 | 38.11 |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 38.71 | 36.69 |
| Sterling Small Cap Value | 36.88 | 35.99 |
| Symons Concentrated Small Cap Value | 35.94 | 35.94 |
| Ironwood Val Invmt Ptnrs Sm Cap Val SA | 37.10 | 35.72 |
| Foundry Partners Micro Cap Value | 36.62 | 35.34 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Donald Smith & Co. Micro Cap Val Eq | 23.52 | 22.06 |
| Pacific Ridge Capital Ptnrs Micro Cp Val | 23.26 | 21.47 |
| O'Shaughnessy Micro Cap | 22.68 | 21.35 |
| Cooke & Bieler Small Cap Value Equity | 21.86 | 20.97 |
| Towle & Co. Deep Value | 21.62 | 20.77 |
| Federated MDT Sm-Cap Val | 21.10 | 19.91 |
| AB Small Cap Value Equity | 20.31 | 19.13 |
| Foundry Partners Micro Cap Value | 20.17 | 19.05 |
| Pzena Small Cap Focused Value | 20.23 | 19.04 |
| Analytic Small-Mid Cap Equity | 19.56 | 18.80 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 1 year gross return | 1 year net return |
|---|---|---|
| Clifford Capital All-Cap Value | 37.90 | 37.23 |
| Shapiro Capital Mgt Enh Small Cap Value | 36.19 | 34.93 |
| Anchor Focused Value Institutional | 36.16 | 34.37 |
| Anchor Focused Value Wrap | 36.82 | 32.92 |
| Denver Inv SMID Value | 33.17 | 32.07 |
| Denver Inv SMID Cap Value WRAP | 33.50 | 32.04 |
| DGHM UltraValue | 32.62 | 31.17 |
| Brandes U.S. Small-Mid Cap Value Equity | 31.74 | 30.45 |
| ICM SMID Cap Value | 30.64 | 29.42 |
| Kennedy All Cap Value | 29.38 | 28.51 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 5 year gross return | 5 year net return |
|---|---|---|
| Brandes U.S. Small-Mid Cap Value Equity | 22.11 | 20.99 |
| DGHM UltraValue | 20.78 | 19.12 |
| Smith Graham Mid-Cap Value | 19.56 | 18.68 |
| Clifford Capital All-Cap Value | 19.12 | 18.22 |
| Hotchkis & Wiley - Md-Cap Val | 18.52 | 17.71 |
| Martingale MidCap Core | 18.47 | 17.66 |
| LSV Asset Mgt Md-Cap Val Eq | 18.37 | 17.64 |
| Pzena Mid-Cap Focused Value | 18.37 | 17.60 |
| TSW Mid-Cap Value | 18.02 | 17.50 |
| Brandywine Div Mid Cap Dedicated Val | 18.25 | 17.38 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Snow Capital Mgt Large Cap Value | 30.74 | 29.82 |
| Artisan Value Equity Composite | 30.22 | 29.33 |
| Pzena U.S. Best Ideas | 30.13 | 28.86 |
| OFI Global Revenue Weighted Dividend | 29.03 | 28.67 |
| DePrince, Race & Zollo, Lg-Cap Val | 29.20 | 28.44 |
| Snow Capital Dividend Plus | 28.70 | 27.50 |
| ASB Large Cap Core Equity | 28.05 | 27.37 |
| Investment Management of Virginia Sel Eq | 25.78 | 24.98 |
| Old West Large Cap | 26.11 | 24.95 |
| Pzena Focused Value | 24.67 | 24.08 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO StocksPLUS Long Duration | 19.44 | 18.87 |
| Alpha Quant Value Equity | 19.57 | 18.26 |
| Pzena U.S. Best Ideas | 19.17 | 18.00 |
| Hotchkis & Wiley - Value Opps | 18.85 | 17.98 |
| Lyrical U.S. Value Equity – EQ | 19.34 | 17.66 |
| WEDGE Large Cap Value | 17.90 | 17.05 |
| JPMorgan Lg-Cap Val | 17.70 | 17.00 |
| Numeric Investors Value Aggressive | 17.77 | 16.97 |
| Lyrical U.S. Value Equity - CS | 18.38 | 16.94 |
| Queens Oak Concentrated Large Cap Value | 17.87 | 16.89 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Bares Capital Mgt Small-Cap | 40.68 | 38.74 |
| Champlain Small Cap Equity | 29.19 | 28.13 |
| Bahl & Gaynor - Small Cap Growth | 28.22 | 27.76 |
| Snyder Capital Mgt Sm-Cap Val | 27.79 | 26.70 |
| RBC Microcap Equity | 28.18 | 26.62 |
| BMO Microcap Equity - Institutional - SA | 27.81 | 26.53 |
| LaSalle Street Small Cap | 27.64 | 26.48 |
| RBC Small Cap Core Equity | 27.04 | 25.77 |
| Kayne Anderson Rudnick SC Quality Value | 26.70 | 25.46 |
| Oberweis Micro-Cap Growth | 26.28 | 25.23 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| BMO Microcap Equity - Institutional - SA | 23.70 | 22.46 |
| US Equity Small Cap Core | 19.94 | 19.06 |
| PNC Cap Adv Structured Sm Cap Core Eq | 19.16 | 18.09 |
| Copeland Small Cap Dividend Growth | 18.95 | 17.91 |
| Oberweis Micro-Cap Growth | 18.79 | 17.77 |
| Navellier Small Cap Growth Wrap | 19.20 | 17.71 |
| Ziegler Cap MVP Small Cap Growth | 18.83 | 17.69 |
| Renaissance Small Cap Growth | 18.42 | 17.66 |
| Kennedy Small Cap Fundamental Growth | 18.53 | 17.60 |
| Ziegler Cap MVP Small Cap Core | 18.66 | 17.52 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Hodges Multi Cap Core | 41.78 | 39.75 |
| Hodges Small-Mid Cap Fund | 23.32 | 21.63 |
| Fenimore Managed Equity Accounts Comp | 22.45 | 21.37 |
| Snyder Capital Mgt Small/Mid Cap Val | 21.17 | 20.08 |
| Daruma SMid-Cap Equity | 21.11 | 20.01 |
| Champlain Mid Cap Core | 19.93 | 19.03 |
| 12th Street Asset Opportunity | 19.89 | 18.70 |
| Kayne Anderson Rudnick SMID Quality Val | 19.68 | 18.63 |
| Horizon Small Cap Institutional | 18.91 | 17.72 |
| Sandhill Concentrated Equity Alpha | 18.47 | 17.51 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Naylor & Company Core Composite | 27.38 | 24.68 |
| Confluence Value Opportunities | 21.42 | 19.87 |
| Hodges Multi Cap Core | 21.08 | 19.36 |
| Pinnacle Loprice | 17.54 | 16.38 |
| ClariVest Mid Cap Growth | 17.00 | 16.14 |
| Wellington Mid Cap Opportunities | 16.83 | 15.97 |
| Portfolio Resources High Impact Solu G&I | 16.13 | 15.56 |
| FIAM Small/Mid Cap Core Composite | 16.10 | 15.24 |
| PGI Mid-Cap Equity | 15.75 | 15.23 |
| Disciplined Growth - Mid Cap Growth | 15.82 | 15.22 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Cambridge Aggressive Equity | 24.43 | 22.24 |
| Clark Navigator U.S. Style Opp (SAI) | 20.17 | 19.75 |
| Clark Navigator U.S. Style Opportunity | 20.17 | 19.75 |
| Large Cap Quality Core- Global | 16.49 | 15.93 |
| Clark Navigator Sector Opportunity | 16.28 | 15.88 |
| Davis Concentrated Equity | 16.50 | 15.88 |
| Davis Multi Cap Equity | 16.01 | 15.42 |
| New Amsterdam Lg-Cap Soc Resp Active Eq | 15.10 | 14.52 |
| Merlin Large Cap Growth | 14.06 | 13.34 |
| The CMC Alpha | 14.09 | 13.25 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| ClearBridge Large Cap Growth | 18.26 | 17.51 |
| Cookson Peirce All-Cap Equity MA | 17.33 | 16.75 |
| Martingale LargeCap Growth | 17.39 | 16.58 |
| Edgewood Mgt Lg-Cap Gr | 17.58 | 16.56 |
| ClariVest Large Cap Growth | 16.79 | 16.53 |
| Loomis Sayles All Cap Growth | 16.99 | 16.51 |
| Munder Multi-Capitalization Comp | 17.21 | 16.42 |
| Suffolk Capital Mgt Core Eq | 17.27 | 16.35 |
| Cookson All-Cap Equity | 17.50 | 16.35 |
| Loomis Sayles Large Cap Growth | 16.72 | 16.30 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Orchard Select Small Cap Value | 47.73 | 46.29 |
| Kestrel Inv Mgt Corp. Sm-Cap Val Eq | 36.69 | 35.42 |
| Federated MDT Sm-Cap Core | 36.24 | 34.93 |
| Robotti Value Equity | 37.20 | 34.77 |
| WellsCap Small Cap Value Equity II | 35.19 | 33.88 |
| Shapiro Capital Mgt Sm-Cap Val | 34.93 | 33.67 |
| Jacobs Levy Small Cap (Russell 2000) | 33.76 | 32.67 |
| T. Rowe Price Small-Cap Value Equity | 33.47 | 32.48 |
| Teton Advisors Small Cap Equity SMA | 32.93 | 31.86 |
| Goldman Sachs Structured US Small Cap | 32.66 | 31.76 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| NorthPointe Capital Micro Cap Value | 22.75 | 21.76 |
| Integrity Micro-Cap Value | 20.47 | 19.29 |
| Federated MDT Sm-Cap Core | 20.20 | 19.03 |
| Jacobs Levy Small Cap (S&P 600) | 19.73 | 18.74 |
| PanAgora Asset Mgt Dynamic US SmCap Core | 19.62 | 18.74 |
| QMA US Small Cap Core Equity | 19.31 | 18.53 |
| Orchard Select Small Cap Value | 19.66 | 18.48 |
| The Capital Mgt Corp SMID | 19.13 | 18.40 |
| BMO Disciplined Small-Cap Core | 19.36 | 18.30 |
| Martingale SmallCap Core | 19.35 | 18.18 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Miller/Howard Drill Bit Burn Tipˆ® No K1s | 32.10 | 30.81 |
| Drill Bit to Burner Tipˆ® No K1s SMA | 32.29 | 28.46 |
| Chartwell Mid-Cap Value | 27.89 | 26.89 |
| Bahl & Gaynor - Small/Mid Cap Income Gr | 26.35 | 25.85 |
| New Leaf - US Sector Equity | 31.57 | 25.59 |
| Martin Capital Dividend Opportunity | 24.28 | 23.60 |
| Horizon Kinetics Spin-Off Index | 23.51 | 22.91 |
| Edge SMA Mid Cap Core Equity | 25.36 | 21.71 |
| Keeley Inst. SMID Cap Value SMA | 22.49 | 21.63 |
| Keeley Small Mid Cap Value Retail SMA | 22.77 | 21.44 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Clarkston Capital SMID Composite | 18.59 | 17.89 |
| Boston Partners Mid-Cap Value Equity | 18.23 | 17.73 |
| QMA US Mid Cap Core Equity | 18.19 | 17.56 |
| RBC Concentrated Mid Cap Value Equity | 18.36 | 17.42 |
| AT Capital Management Mid Cap Core | 17.71 | 17.33 |
| Bridgeway Aggressive Investors 1 | 17.38 | 16.63 |
| Chartwell Mid-Cap Value | 17.45 | 16.44 |
| LA Capital U.S. Mid Cap Equity | 17.16 | 16.42 |
| Channing Capital Small Mid-Cap Value | 16.64 | 16.03 |
| Channing Capital Mid-Cap Value | 16.46 | 15.99 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| River Road Focused Absolute Value Comp | 27.13 | 26.43 |
| Check Capital Mgt Quality Growth Program | 25.61 | 25.19 |
| Glenmede Women In Leadership | 14.95 | 24.30 |
| Lunt U.S. Large Cap Rotation Portfolio | 23.66 | 21.87 |
| Cumberland - US Equity ETF | 21.69 | 21.09 |
| Dodge & Cox U.S. Equity Composite | 21.14 | 20.43 |
| Oak Associates All Cap Core Growth | 20.46 | 19.61 |
| Kovitz Core Equity | 20.90 | 19.49 |
| Southeastern Asset Mgt Mid-Lg Cap Dom Eq | 20.06 | 19.46 |
| MIS Global Equity Select Stock Basket | 21.38 | 19.39 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| NB Nackenson SMA Strategy | 19.83 | 19.83 |
| Entrepreneur US Large Cap | 19.00 | 18.21 |
| Mellon Capital Dynamic U.S. Equity Comp | 18.32 | 17.74 |
| Oak Associates All Cap Core Growth | 18.30 | 17.43 |
| AFG 50 | 17.63 | 17.28 |
| River Road Focused Absolute Value Comp | 17.74 | 16.91 |
| Smead Capital Appreciation | 17.43 | 16.58 |
| Fort Washington Focused Equity Composite | 16.86 | 16.52 |
| Dodge & Cox U.S. Equity Composite | 17.21 | 16.51 |
| Aristotle Value Equity | 16.79 | 16.37 |
Source: Morningstar Separate Account/CIT Fund Database
| Long/Short Equity | 1 year gross return | 1 year net return |
|---|---|---|
| PWA Dynamic Treasury | 29.19 | 28.27 |
| The Boston Energy Infrastructure MLP | 28.49 | 27.48 |
| Goodwood Long/Short Equity | 23.45 | 21.65 |
| QMA US Core Equity Extended | 16.08 | 15.34 |
| Optimus Hedged Equity | 14.50 | 13.94 |
| Confluence IDEA - Plus | 14.51 | 12.60 |
| Coe Capital Intrinisic Edge Plus | 15.19 | 10.92 |
| Optimus High Yield Bull/Bear | 11.41 | 10.86 |
| BlackRock Alpha Advantage 500 Composite | 10.36 | 10.36 |
| CIM InvestFlexâ„¢ U.S. Long/Short | 11.98 | 9.74 |
Source: Morningstar Separate Account/CIT Fund Database
| Long/Short Equity | 5 year gross return | 5 year net return |
|---|---|---|
| QMA US Core Equity Extended | 18.19 | 17.43 |
| BlackRock Alpha Advantage 500 Composite | 16.18 | 16.18 |
| Confluence IDEA - Plus | 12.45 | 10.90 |
| Analytic Global Long/Short Equity | 11.04 | 10.55 |
| Boston Partners Research Equity Comp | 10.10 | 8.74 |
| Atlas 100/30 Long Short | 9.00 | 8.13 |
| Kalo Capital Em Gr with Reduced Volatil | 11.31 | 8.04 |
| Acadian Glb Market Neutral Eq (Tax Sens) | 9.88 | 7.26 |
| Alger Dynamic Opportunities Composite | 8.39 | 7.09 |
| Acadian Global Leveraged Market Neutral | 10.30 | 6.81 |
Source: Morningstar Separate Account/CIT Fund Database
| Leveraged Net Long | 1 year gross return | 1 year net return |
|---|---|---|
| AQR Capital Small Cap Relaxed Constraint | 19.32 | 18.09 |
| Martingale 130/30 LargeCap Value | 18.70 | 17.83 |
| AJO Top Cap Absolute Value 130/30 | 16.32 | 16.00 |
| AJO Large Cap - Absolute Value 130/30 | 15.19 | 15.21 |
| LA Capital U.S. Large Cap Active Exten | 14.63 | 14.09 |
| Martingale 130/30 LargeCap Core 500 | 14.83 | 13.98 |
| Boston Partners 130/30 Large Cap Value | 14.05 | 13.79 |
| AQR Capital US Relaxed Constraint 40 | 13.74 | 13.07 |
| SIPCO Global Macro Portfolio | 13.80 | 12.38 |
| Martingale Low Volatility Long/Short | 13.00 | 12.17 |
Source: Morningstar Separate Account/CIT Fund Database
| Leveraged Net Long | 5 year gross return | 5 year net return |
|---|---|---|
| Numeric Investors Amplified Core 130/30 | 20.93 | 19.74 |
| Cornerstone US Equity Opportunities | 18.18 | 17.48 |
| AQR Capital US Relaxed Constraint 40 | 17.64 | 16.94 |
| Hillsdale US 130 30 Composite | 17.52 | 16.82 |
| MFSˆ® Blended Rsrch - US Cor Eq Extension | 17.66 | 16.77 |
| Martingale 130/30 LargeCap Growth | 17.55 | 16.68 |
| Martingale Low Volatility Long/Short | 17.45 | 16.58 |
| Analytic Core Eq Plus (Russ1000) | 17.17 | 16.57 |
| AJO Top Cap Absolute Value 130/30 | 16.79 | 16.49 |
| AQR Capital Small Cap Relaxed Constraint | 17.49 | 16.29 |
Source: Morningstar Separate Account/CIT Fund Database
| Market Neutral | 1 year gross return | 1 year net return |
|---|---|---|
| 12th Street Asset Management LP | 22.95 | 19.55 |
| ArbitrOption Cptl Event-Driven Investing | 25.55 | 16.87 |
| PanAgora Dynamic Global Market Neutral | 21.04 | 16.11 |
| SL Advisors Low Vol Hedged | 10.68 | 9.89 |
| Swan Defined Risk Strategy | 10.11 | 9.59 |
| Swan Defined Risk Strategy All Accounts | 9.55 | 9.08 |
| SSI Convertible Income | 7.84 | 6.78 |
| PVG Loss Averse Equity Income | 8.19 | 6.71 |
| Clear Stream Absolute Return Strategy | 7.11 | 6.05 |
| Convergence Market Neutral | 6.93 | 5.85 |
Source: Morningstar Separate Account/CIT Fund Database
| Market Neutral | 5 year gross return | 5 year net return |
|---|---|---|
| ArbitrOption Cptl Event-Driven Investing | 53.18 | 36.19 |
| 12th Street Asset Management LP | 14.06 | 11.67 |
| Copeland Risk Managed Dividend Growth | 10.70 | 9.65 |
| PanAgora Dynamic Global Market Neutral | 9.44 | 7.67 |
| Swan Defined Risk Strategy | 7.78 | 7.17 |
| Clear Stream Absolute Return Strategy | 8.13 | 7.06 |
| Swan Defined Risk Strategy All Accounts | 7.73 | 7.00 |
| Constantia Merger-Arbitrage | 6.58 | 6.05 |
| Cognios Market Neutral Large Cap Value | 7.27 | 5.96 |
| SL Advisors Low Vol Hedged | 6.43 | 5.83 |
Source: Morningstar Separate Account/CIT Fund Database
| World Stock | 1 year gross return | 1 year net return |
|---|---|---|
| 4Thought Thematic Systematic Investing | 31.36 | 29.62 |
| 4Thought Global Thematic Accumulation | 27.60 | 25.98 |
| Brandes Global Small-Mid Cap Equity | 26.97 | 25.83 |
| Capital Innovations List Infrastructure | 23.46 | 22.58 |
| Two Rivers Global Core Equity | 22.61 | 22.00 |
| ARGA Global Concentrated Strategy | 22.24 | 21.17 |
| Validea Dividend Value | 22.25 | 20.29 |
| Brandes Global Small Cap Eq | 21.22 | 20.15 |
| Mittleman Global Value | 21.60 | 19.75 |
| ARGA Global Equity Strategy | 20.78 | 19.61 |
Source: Morningstar Separate Account/CIT Fund Database
| World Stock | 5 year gross return | 5 year net return |
|---|---|---|
| Brandes Global Small Cap Eq | 18.76 | 17.70 |
| Brandes Global Small-Mid Cap Equity | 18.36 | 17.23 |
| Mittleman Global Value | 17.41 | 15.70 |
| Thornburg Global Opportunities Sep Acct | 15.78 | 14.90 |
| Brandes Global Small-Mid Cap Equity SMA | 15.35 | 14.78 |
| Morgan Stanley Global Opportunity | 16.11 | 14.59 |
| Hotchkis & Wiley - Global Value | 15.01 | 14.50 |
| Marathon Asset Mgt Active Global Eq | 14.14 | 14.14 |
| OFI Global Global Multi Cap Growth | 14.92 | 14.11 |
| Harris Assoc. Global Concentrated Comp | 14.88 | 14.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| ARGA International Equity Strategy | 17.12 | 15.96 |
| RevenueShares VTL ADR Index | 15.23 | 14.66 |
| RevnueShares VTL Global Growth Index | 14.55 | 13.86 |
| Sprucegrove US Intl Investment Fund | 11.98 | 11.04 |
| Pzena Global Expanded Value | 11.39 | 10.96 |
| Templeton Foreign ADR Only SMA Comp | 10.83 | 10.57 |
| ARGA International Diversified Strategy | 11.03 | 9.99 |
| Schroders QEP International Value | 10.21 | 9.45 |
| Sprucegrove Intl Value Eq. US Composite | 10.17 | 8.91 |
| W.E. Donoghue Power Div Intl Portfolio | 9.80 | 8.71 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| Pzena Global Expanded Value | 12.22 | 11.87 |
| Pzena International(ex-U.S.)FocusedValue | 10.47 | 9.74 |
| Pzena Intl (ex-U.S.) Expanded Value | 9.93 | 9.59 |
| Systematic International Equity | 10.40 | 9.43 |
| Acadian Non-U.S. Equity Composite | 10.12 | 9.30 |
| T. Rowe Price Intl Concentrated Equity | 9.82 | 9.14 |
| Acadian Non-US ADR Eq (Model/Envestnet) | 10.82 | 9.09 |
| BMO Disciplined International Equity | 9.85 | 9.01 |
| ClariVest International Core | 9.85 | 9.00 |
| Cornerstone Systematic Intl Equity | 9.51 | 8.96 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Fiduciary Mgt of Milwaukee Intl Comp | 11.02 | 10.28 |
| Parametric Cust Core Rus Fund Dev xUS | 9.18 | 8.68 |
| Euclid Prime ETF | 9.70 | 8.37 |
| Harris Assoc. International | 8.92 | 8.17 |
| Altrinsic International Equity | 8.86 | 7.94 |
| Thornburg Intl Equity ESG Sep Acct | 8.71 | 7.67 |
| Saturna Capital International Equity | 8.22 | 7.43 |
| WGI Developed Markets Ex-U.S. Composite | 8.22 | 7.19 |
| QID U.S. Eq Sector Strategy | 7.73 | 7.04 |
| EAFE Plus Equity SRI | 7.83 | 6.97 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Acadian ADR Non-U.S. Equity Composite | 13.43 | 12.58 |
| Polaris Capital Mgt Polaris Intl Eq | 13.08 | 12.43 |
| Fiduciary Mgt of Milwaukee Intl Comp | 12.93 | 12.12 |
| Artisan Non-U.S. Value | 11.86 | 10.83 |
| Harris Assoc. International | 11.50 | 10.71 |
| WellsCap EverKey Focused Global Equity | 11.28 | 10.19 |
| HGK International Equity | 11.03 | 10.05 |
| SGA International Large Cap ADR | 10.44 | 9.94 |
| SGA International All Cap Equity | 10.38 | 9.83 |
| Trivalent Int’l Core Eqty Comp | 10.09 | 9.39 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| All Cap Quality Core- Intl. (ex.US) | 13.42 | 13.02 |
| MCM International Equity | 10.11 | 8.99 |
| Financial Trust Intl ValueMomentum | 10.15 | 8.79 |
| Dorsey Wright Sys Reltv Strength Intl | 8.90 | 7.36 |
| Scout International Equity | 7.92 | 7.12 |
| Harding Loevner EAFE Equity | 6.97 | 6.34 |
| Invesco Intl Companies SMA/WRAP | 7.33 | 5.94 |
| Harding Loevner Intl Eq | 6.19 | 5.48 |
| Wellington Enduring Assets | 5.92 | 5.29 |
| Baillie Gifford ACWI ex US Alpha Eq | 5.87 | 5.23 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Dorsey Wright Sys Reltv Strength Intl | 18.48 | 16.64 |
| Wellington International Quality Growth | 12.57 | 11.74 |
| MFSˆ® International Val Eq | 11.79 | 10.95 |
| Financial Trust Intl ValueMomentum | 11.92 | 10.54 |
| Burgundy EAFE Composite | 11.15 | 10.31 |
| Brown Capital International Equity Svc | 10.83 | 10.06 |
| International Tortue Capital | 10.90 | 9.83 |
| Morgan Stanley International Opportunity | 10.83 | 9.58 |
| Lazard Intl Strategic Eq (ACW ex-U.S.) | 10.25 | 9.58 |
| Morgan Stanley International Advantage | 10.90 | 9.51 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Value | 1 year gross return | 1 year net return |
|---|---|---|
| Kopernik Global All Cap | 53.14 | 51.47 |
| Wellington Intl Contrarian Value | 15.52 | 14.55 |
| Validea International Value | 14.96 | 13.06 |
| First Eagle International Small Cap Val | 11.50 | 10.23 |
| Brandes International Sm-Mid Cap Equity | 10.70 | 9.65 |
| Brandes International Small Cap Eq | 9.26 | 8.38 |
| WellsCap Special Intl Small Cap Equity | 9.38 | 8.30 |
| AJO International Small Cap | 8.48 | 7.93 |
| LSV Asset Mgt Intl Sm-Cap Val Eq | 7.98 | 6.90 |
| First Eagle International Value Equity | 6.71 | 5.92 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Value | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington Intl Contrarian Value | 15.10 | 14.14 |
| Brandes International Small Cap Eq | 14.48 | 13.50 |
| SB&H International Small Cap | 13.89 | 13.31 |
| LMCG Int'l Sm Cap Eq | 14.30 | 13.23 |
| QMA International Small Cap Equity | 13.86 | 12.92 |
| Brandes International Sm-Mid Cap Equity | 14.06 | 12.89 |
| Acadian Non-U.S. Small-Cap Equity Compst | 13.22 | 12.37 |
| RBC International Equity Fund | 12.97 | 11.93 |
| LSV Asset Mgt Intl Sm-Cap Val Eq | 12.75 | 11.66 |
| SSgA International Small Cap Active | 12.57 | 11.54 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Southeastern Asset Mgt Intl Eq | 13.43 | 12.52 |
| Niemann Risk Managed International | 6.45 | 6.45 |
| Expedition Intl Micro Cap Comp | 8.01 | 6.39 |
| Global Equity - Small Cap | 7.32 | 6.25 |
| Wasatch Int'l Micro Cap Composite | 6.69 | 4.80 |
| Brown Capital Intl Small Company Service | 3.02 | 2.64 |
| Baron International Growth Strategy | 2.63 | 1.72 |
| Granahan International Small Cap | 2.92 | 1.09 |
| T. Rowe Price International Small-Cap Eq | 1.93 | 0.98 |
| EAM International Micro Cap | 2.41 | 0.90 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Oberweis Intl Opportunities | 18.30 | 17.17 |
| Expedition Intl Micro Cap Comp | 17.53 | 15.98 |
| OFI Global International Small-Mid Cap | 16.67 | 15.67 |
| EAM International Small Cap | 15.43 | 14.31 |
| Baring International Small Cap Equity | 15.11 | 14.17 |
| Wasatch Int'l Micro Cap Composite | 15.68 | 13.50 |
| Granahan International Small Cap | 14.15 | 12.43 |
| T. Rowe Price International Small-Cap Eq | 13.02 | 11.96 |
| FIIG Foreign Equity Small Cap Composite | 11.66 | 11.04 |
| Pinnacle International Small Cap Equity | 12.49 | 10.97 |
Source: Morningstar Separate Account/CIT Fund Database
| Latin America Stock | 1 year gross return | 1 year net return |
|---|---|---|
| Latin American Equity | 36.59 | 35.22 |
| T. Rowe Price Latin America Equity | 32.61 | 31.52 |
| Morgan Stanley Latin America Equity | 28.34 | 27.88 |
| Financial Trust Latin Value Momentum | 22.56 | 21.07 |
| Ashmore Latin America Small Cap Equity | 16.32 | 14.49 |
Source: Morningstar Separate Account/CIT Fund Database
| Latin America Stock | 5 year gross return | 5 year net return |
|---|---|---|
| Financial Trust Latin Value Momentum | 8.95 | 7.61 |
| 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 Stock | 1 year gross return | 1 year net return |
|---|---|---|
| Pictet Asset Mgt Eastern European Equity | 30.80 | 29.77 |
| Pzena European Focused Value | 6.97 | 6.58 |
| Numeric Investors Europe Core | 7.16 | 6.27 |
| Acadian European Equity Composite | 6.07 | 5.28 |
| Brandes European Equity | 5.46 | 4.94 |
| Brandes European Eq Single ADR NonComp | 4.41 | 3.89 |
| Baillie Gifford Europe ex-UK Equities | 4.17 | 3.52 |
| Boston Company Euroland Small Cap Equity | 4.06 | 3.08 |
| Atlas Enhanced Europe | 1.19 | 0.49 |
| Pyrford European Equity | 1.13 | 0.43 |
Source: Morningstar Separate Account/CIT Fund Database
| Europe Stock | 5 year gross return | 5 year net return |
|---|---|---|
| Numeric Investors Europe Core | 17.76 | 16.92 |
| Boston Company Euroland Small Cap Equity | 16.16 | 15.09 |
| T. Rowe Price Europe Smaller Comp Equity | 14.99 | 14.13 |
| INTECH European Large Cap Core | 13.93 | 13.34 |
| Pictet Small Cap European Core Comp | 13.47 | 12.68 |
| Acadian European Equity Composite | 12.12 | 11.29 |
| Wellington Strategic European Equity | 11.69 | 10.86 |
| Baillie Gifford Europe ex-UK Equities | 11.37 | 10.65 |
| LA Capital Europe Equity | 11.17 | 10.45 |
| Pzena European Focused Value | 10.74 | 10.34 |
Source: Morningstar Separate Account/CIT Fund Database
| Japan Stock | 1 year gross return | 1 year net return |
|---|---|---|
| Brandes Japan Equity | 13.12 | 12.21 |
| DaiwaSB Japan Eq Small Cap GARP | 12.10 | 11.32 |
| Baillie Gifford Japanese All Cap | 11.47 | 10.77 |
| T. Rowe Price Japan Equity | 11.25 | 10.64 |
| Burgundy Asian (All Cap) Composite | 11.30 | 10.20 |
| DaiwaSB Japan Eq MidSm Cap GARP | 10.82 | 10.06 |
| Lazard Japanese Equity | 7.46 | 7.11 |
| Baillie Gifford Japan Growth | 7.27 | 6.63 |
| Burgundy Focus Asian Composite | 7.18 | 6.39 |
| Dalton Japan Long Only Composite | 6.76 | 5.46 |
Source: Morningstar Separate Account/CIT Fund Database
| Japan Stock | 5 year gross return | 5 year net return |
|---|---|---|
| DaiwaSB Japan Eq MidSm Cap GARP | 16.30 | 15.50 |
| Dalton Japan Long Only Composite | 16.37 | 15.13 |
| DaiwaSB Japan Eq Small Cap GARP | 14.42 | 13.69 |
| Burgundy Asian (All Cap) Composite | 13.86 | 12.73 |
| Baillie Gifford Japanese All Cap | 13.33 | 12.62 |
| Burgundy Focus Asian Composite | 12.57 | 11.73 |
| T. Rowe Price Japan Equity | 12.21 | 11.59 |
| Brandes Japan Equity | 11.67 | 10.78 |
| Japanese Equity | 10.91 | 10.12 |
| Baillie Gifford Japan Growth | 10.66 | 9.96 |
Source: Morningstar Separate Account/CIT Fund Database
| Pacific/Asia ex-Japan Stk | 1 year gross return | 1 year net return |
|---|---|---|
| Brandes Asia Pacific ex-Japan Equity | 12.09 | 11.03 |
| Pyrford Pacific Basin ex Japan Equity | 9.58 | 8.85 |
| MFSˆ® Asia Pacific ex Japan | 8.05 | 7.25 |
| Investec 4Factor Asia Pacific ex Jap Eq | 7.83 | 7.13 |
| Havenport (Developed Asia) - Composite | 7.02 | 6.32 |
| MFSˆ® Asia ex Japan Equity | 6.94 | 6.22 |
| Asia Pacific ex Japan Equity | 6.43 | 5.37 |
| PGI Asia ex-Japan Equity | 5.74 | 5.07 |
| FIIG Asia ex-Japan Equity | 6.10 | 4.68 |
| Newton Asia Pacific Ex Japan Equity | 4.74 | 4.06 |
Source: Morningstar Separate Account/CIT Fund Database
| Pacific/Asia ex-Japan Stk | 5 year gross return | 5 year net return |
|---|---|---|
| Brandes Asia Pacific ex-Japan Equity | 10.81 | 9.68 |
| Baillie Gifford Asia ex Japan Equities | 7.44 | 6.73 |
| Morgan Stanley Asia Equity | 5.75 | 5.49 |
| Investec 4Factor Asia Pacific ex Jap Eq | 5.94 | 5.25 |
| PGI Asia ex-Japan Equity | 5.57 | 5.01 |
| FIIG Asia ex-Japan Equity | 6.28 | 4.87 |
| T. Rowe Price Asia ex-Japan Equity | 5.69 | 4.80 |
| MFSˆ® Asia ex Japan Equity | 5.44 | 4.66 |
| MFSˆ® Asia Pacific ex Japan | 5.37 | 4.59 |
| Morgan Stanley Asia Pacific Equity | 5.27 | 4.52 |
Source: Morningstar Separate Account/CIT Fund Database
| Diversified Pacific/Asia | 1 year gross return | 1 year net return |
|---|---|---|
| Dalton Asia Long Only Composite | 11.98 | 10.75 |
| Pyrford Intl Plc Asia Pacific Equity | 9.26 | 8.51 |
| GAM Asia-Pacific Equity | 8.55 | 8.10 |
| Templeton Asia Pacific Eq | 7.58 | 6.92 |
| ZPR All Asian | 6.47 | 5.16 |
| WellsCap SF Global Asia Pacific Equity | 2.58 | 1.76 |
| Sit Inv Pac Basin | 0.00 | -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/Asia | 5 year gross return | 5 year net return |
|---|---|---|
| Dalton Asia Long Only Composite | 15.01 | 13.35 |
| ZPR All Asian | 12.74 | 11.29 |
| Horizon Asia Institutional | 10.52 | 9.41 |
| WellsCap SF Global Asia Pacific Equity | 9.22 | 8.36 |
| Templeton Asia Pacific Eq | 7.29 | 6.72 |
| Pyrford Intl Plc Asia Pacific Equity | 5.98 | 5.36 |
| Accuvest Asian Advantage | 4.83 | 4.47 |
| Sit Inv Pac Basin | 5.39 | 4.45 |
| GAM Asia-Pacific Equity | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Diversified Emerging Mkts | 1 year gross return | 1 year net return |
|---|---|---|
| PIMCO RAE Fundamental PLUS EMG | 36.88 | 35.36 |
| Brandes Emg Mkts Op Eq Singl ADR NonComp | 27.46 | 26.83 |
| Brandes Emerging Markets Equity | 26.12 | 25.15 |
| Trilogy Valant Emerging Markets Equity | 25.13 | 23.93 |
| ARGA Emerging Markets Equity Strategy | 24.95 | 23.48 |
| Brandes Emerging Markets Opportunities | 24.59 | 23.33 |
| Lazard Emerging Markets Eq Select ADR | 23.59 | 22.66 |
| WGI Specialized Emerging Mkts Composite | 23.19 | 22.47 |
| Templeton Emg Mkts Eq | 23.32 | 22.20 |
| Pzena Emerging Markets Focused Value | 22.98 | 22.13 |
Source: Morningstar Separate Account/CIT Fund Database
| Diversified Emerging Mkts | 5 year gross return | 5 year net return |
|---|---|---|
| Ashmore EM Middle East Equity | 15.59 | 13.83 |
| Acadian Frontier Markets Equity Compst | 13.90 | 12.23 |
| Acadian Emerging Markets Small-Cap Comp | 13.03 | 11.64 |
| Financial Trust Asia ValueMomentum | 11.98 | 10.60 |
| William Blair – Emerging Mkts Sm Cap Gr | 11.37 | 10.42 |
| QMA Emerging Markets Small Cap Equity | 10.99 | 9.89 |
| Numeric Investors Emerging Markets Alpha | 10.91 | 9.71 |
| Ashmore EM Frontier Markets Equity | 11.19 | 9.63 |
| Morgan Stanley Frontier Emerging Markets | 11.44 | 9.38 |
| AQR Capital Emerging Markets Equity | 8.64 | 8.14 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| Financial Trust Global REIT | 17.13 | 15.68 |
| Morgan Stanley Glbl Infrastructure Sec | 16.49 | 15.29 |
| PGI Core Real Estate Property | 10.05 | 8.78 |
| Global REIT Income Preference | 7.75 | 7.04 |
| Gbl Rl Estate Secs Alpha | 7.06 | 6.22 |
| Third Avenue Real Estate Value Equity | 6.89 | 5.68 |
| Heitman Global Diversified Rental | 6.26 | 5.65 |
| Heitman Global Prime Strategy | 5.50 | 5.26 |
| CenterSquare Global REIT | 5.33 | 4.89 |
| Northern Trust Global REIT | 4.78 | 4.51 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Real Estate | 5 year gross return | 5 year net return |
|---|---|---|
| Third Avenue Real Estate Value Equity | 14.00 | 12.74 |
| Gbl Rl Estate Secs Alpha | 13.18 | 12.37 |
| PGI Core Real Estate Property | 13.18 | 11.90 |
| Global REIT Income Preference | 12.51 | 11.81 |
| Heitman Global Diversified Rental | 11.78 | 11.13 |
| Cohen & Steers European Real Estate Secs | 11.96 | 11.10 |
| Duff&Phelps Glbl Real Estate Securities | 11.75 | 10.86 |
| Adelante Global Strategy Composite | 11.46 | 10.74 |
| PGI Global Real Estate Securities | 11.30 | 10.72 |
| Heitman Global Diversified Developed | 10.95 | 10.62 |
Source: Morningstar Separate Account/CIT Fund Database
| World Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Western Asset Mgt UK Core Full | 17.66 | 17.32 |
| Newfleet Global Multi-Sector Income Comp | 16.40 | 14.85 |
| Stone Harbor Global High Yield 50/50 | 13.86 | 13.48 |
| Stone Harbor Glbl High Yield Comp 70/30 | 13.55 | 13.13 |
| Dorsey Wright Tactical Fixed Income | 10.50 | 9.76 |
| Western Asset Mgt Glbl Multi Sector | 9.90 | 9.43 |
| Muzinich & Co., Glbl High Yld | 9.97 | 9.43 |
| MFS Global Aggregate Opportunistic FI | 9.49 | 9.04 |
| PCM Absolute Bond Composite | 9.81 | 8.46 |
| Logan Circle International Fixed Income | 8.13 | 7.73 |
Source: Morningstar Separate Account/CIT Fund Database
| World Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Western Asset Mgt UK Core Full | 8.13 | 7.84 |
| GMO Currency Hedged Int’l Bond Strategy | 6.92 | 6.49 |
| OFI Global Cat Bond | 7.83 | 6.28 |
| Goldman Sachs European Fix-Inc (Eur Agg) | 6.51 | 6.22 |
| PIMCO Non US Hedged | 6.55 | 6.03 |
| Standish Euro Core Plus Fixed Income | 6.24 | 6.00 |
| Western Asset Mgt Euro Core Full Discr | 6.23 | 5.99 |
| Muzinich & Co., Glbl High Yld | 6.58 | 5.93 |
| Oaktree European Senior Loans | 6.43 | 5.91 |
| Stone Harbor Glbl High Yield Comp 70/30 | 6.28 | 5.84 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 1 year gross return | 1 year net return |
|---|---|---|
| SMHCA High Income Wrapped Fee | 46.95 | 45.20 |
| MacKay Select High Yield Composite | 26.27 | 25.65 |
| Nuveen High Yield Fixed Income | 22.82 | 22.22 |
| Penn Capital Distressed Total Return | 23.32 | 21.71 |
| Altrius Unconstrained Fixed Income | 22.08 | 20.68 |
| Logan Circle High Yield | 20.08 | 19.50 |
| Franklin US High Yld Institutional Comp | 19.87 | 19.47 |
| Nomura NCRAM HY Total Return Inst | 20.02 | 19.44 |
| PineBridge US High Yield Bond Composite | 18.95 | 18.43 |
| Clark Navigator FI Total Return (SAI) | 18.10 | 17.69 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| TCW Opportunistic MBS | 11.83 | 11.04 |
| Nomura NCRAM HY Total Return Inst | 10.32 | 9.77 |
| Oaktree European High Yield Bonds | 10.27 | 9.72 |
| DCM High Yield | 10.22 | 9.67 |
| Federated Opportunistic High Yield Comp | 9.92 | 9.38 |
| Manulife AM US High Yield Fixed Income | 9.72 | 9.17 |
| Strategic Income Mmgt SiM High Yld Instl | 9.62 | 9.16 |
| Franklin European High Yield Composite | 9.42 | 8.83 |
| PGI Global High Yield | 9.19 | 8.46 |
| DDJ Total Return Credit I Composite | 10.03 | 8.37 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| Semper Active Mortgage-Backed Securities | 5.66 | 5.38 |
| Federated Govt Credit w MAPS MA | 4.81 | 3.26 |
| Columbia US Government Mortgage | 3.05 | 2.55 |
| Federated Govt Credit no MAPS MA | 3.62 | 2.09 |
| Ryan Labs LDI Interm Duration 3-5 | 2.41 | 2.03 |
| Nuveen 1-15 Year Government Bond Ladder | 2.07 | 1.92 |
| Federated Intermediate Govt Credit MA | 3.37 | 1.84 |
| Smith Breeden Mortgage Index Plus | 1.96 | 1.62 |
| MFS US Government Fixed Income | 1.74 | 1.46 |
| TCW Index Plus MBS | 1.58 | 1.36 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 5 year gross return | 5 year net return |
|---|---|---|
| Semper Active Mortgage-Backed Securities | 6.26 | 5.91 |
| TCW Index Plus MBS | 3.54 | 3.33 |
| Columbia US Government Mortgage | 3.66 | 3.26 |
| Smith Breeden Mortgage Index Plus | 2.50 | 2.14 |
| Federated Govt Credit w MAPS MA | 3.61 | 2.08 |
| M.D. Sass Core Fix-Inc | 2.19 | 1.91 |
| Ryan Labs LDI Interm Duration 3-5 | 2.10 | 1.72 |
| Federated Govt Credit no MAPS MA | 3.19 | 1.67 |
| Amalgamated Bank Intermediate Duration | 1.90 | 1.65 |
| MFS US Government Fixed Income | 1.84 | 1.55 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Herzfeld Taxable Closed-End Bond | 15.08 | 14.19 |
| PIMCO Diversified Income | 12.34 | 11.56 |
| Brandes Corporate Focus Fixed Income | 10.01 | 9.64 |
| Logan Circle Multi-Sector Fixed Income | 9.31 | 8.92 |
| Camelot Core Income | 9.43 | 8.91 |
| Morgan Stanley Core Plus Fix-Inc | 9.54 | 8.89 |
| TCH Core Plus Aggregate Fixed Income | 7.46 | 7.34 |
| PIMCO Global Invstm Grade Corporate | 7.79 | 7.30 |
| Bradford & Marzec High Yield PW | 10.11 | 7.20 |
| Loomis Sayles Core Plus Full Discretion | 7.15 | 6.84 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Flaherty & Crumrine Separate Mgd Account | 9.16 | 8.64 |
| Spectrum Preferred Securities | 8.88 | 8.61 |
| Herzfeld Taxable Closed-End Bond | 7.89 | 6.92 |
| PIMCO Diversified Income | 6.47 | 5.73 |
| PIMCO Global Invstm Grade Corporate | 5.97 | 5.48 |
| RSA Unconstrained Bond Strategy | 5.91 | 5.39 |
| Manulife AM US Core Plus Fixed Income | 5.42 | 5.10 |
| ClearArc Capital Strategic Income Plus | 5.54 | 5.07 |
| Loomis Sayles Core Plus Full Discretion | 5.18 | 4.88 |
| Morgan Stanley Core Plus Fix-Inc | 5.42 | 4.77 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 1 year gross return | 1 year net return |
|---|---|---|
| RBC Access Capital Community Invmt | 2.33 | 1.92 |
| Garcia Hamilton Fix-Inc Short Dur | 1.94 | 1.81 |
| Sit Inv Short Dur Strat | 2.16 | 1.76 |
| Wellington Short Bond | 1.89 | 1.64 |
| Ryan Labs Limited Duration Govt Credit | 1.87 | 1.56 |
| Victory INCORE Short Government | 1.61 | 1.46 |
| Capital Group PCS Core Bond Composite | 2.36 | 1.09 |
| M.D. Sass 3-Year FI | 1.43 | 1.07 |
| PNC Cap Adv US Government Mortgage | 1.41 | 1.06 |
| M.D. Sass 2-Year FI | 1.31 | 1.06 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 5 year gross return | 5 year net return |
|---|---|---|
| RBC Access Capital Community Invmt | 2.73 | 2.28 |
| Sit Inv Short Dur Strat | 2.56 | 2.15 |
| PNC Cap Adv US Government Mortgage | 2.03 | 1.68 |
| Victory INCORE Short Government | 1.94 | 1.63 |
| M.D. Sass 3-Year FI | 1.82 | 1.47 |
| Wellington Short Bond | 1.59 | 1.42 |
| Garcia Hamilton Fix-Inc Short Dur | 1.27 | 1.14 |
| M.D. Sass 2-Year FI | 1.38 | 1.12 |
| TCW MBS Short-Intermediate | 1.20 | 0.90 |
| Madison Interm Government Bond SA | 0.87 | 0.85 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Newfleet Multi-Sector Short Dur Cpst | 6.13 | 5.63 |
| Post Limited Term High Yield Comp | 6.27 | 5.59 |
| Anfield Total Yield Strategy | 6.33 | 5.02 |
| Advisors Capital Mgt Fixed Income | 5.81 | 4.98 |
| CMC Conservative Bond | 4.46 | 4.20 |
| Waddell & Reed Core Fixed Income | 4.37 | 3.80 |
| Dodge & Cox Intermediate FI Composite | 4.09 | 3.78 |
| LCM ActiveALPHA Fundamental Income | 4.37 | 3.74 |
| Reliance LifeStyles Current Income | 3.73 | 3.73 |
| Thornburg Limited Term Income Sep Acct | 3.99 | 3.63 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Post Limited Term High Yield Comp | 5.72 | 5.03 |
| TCW Strategic Income | 6.24 | 4.42 |
| Newfleet Multi-Sector Short Dur Cpst | 4.41 | 3.91 |
| Goldman Sachs Opportunistic Fixed Income | 4.53 | 3.89 |
| Advisors Capital Mgt Fixed Income | 4.33 | 3.70 |
| WellsCap Intermediate Premier FI | 3.74 | 3.42 |
| Thornburg Limited Term Income Sep Acct | 3.73 | 3.33 |
| Alpha Bonds Strategy | 5.31 | 3.23 |
| Dodge & Cox Intermediate FI Composite | 3.49 | 3.15 |
| Morgan Stanley U.S. Mortgage | 3.08 | 2.95 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| TCW Alpha Trak | 21.67 | 20.50 |
| FIAM Leveraged Loan Composite | 10.41 | 9.86 |
| First Quadrant Tact Curr Alloc L/S USD | 7.00 | 6.35 |
| FFTW Mortgage Alpha | 3.34 | 2.79 |
| PIMCO Short Term | 2.98 | 2.57 |
| Pioneer Multi-Asset Ultrashort Income | 2.70 | 2.44 |
| Western Asset Mgt US Enhanced Cash | 2.05 | 1.85 |
| Federated Active Cash Broad FI Composite | 2.09 | 1.83 |
| Payden & Rygel Enhanced Cash Long | 1.72 | 1.56 |
| Baird Ultra Short Bond | 1.69 | 1.55 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| TCW Alpha Trak | 17.59 | 17.20 |
| FIAM Leveraged Loan Composite | 6.36 | 5.84 |
| FFTW Mortgage Alpha | 4.11 | 4.00 |
| Western Asset Mgt US Enhanced Cash | 2.24 | 2.06 |
| First Quadrant Tact Curr Alloc L/S USD | 2.19 | 1.90 |
| Pioneer Multi-Asset Ultrashort Income | 2.15 | 1.77 |
| PIMCO Short Term | 2.16 | 1.74 |
| TCW Ultra Short | 1.53 | 1.33 |
| Federated Active Cash Broad FI Composite | 1.54 | 1.24 |
| Payden & Rygel Enhanced Cash Long | 1.21 | 1.02 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 1 year gross return | 1 year net return |
|---|---|---|
| JPMorgan Long Govt/Credit Plus | 7.47 | 7.14 |
| JPMorgan Long Govt/Credit(Corporate-Foc) | 7.03 | 6.76 |
| Hillswick Long Duration Government | 6.38 | 6.05 |
| Camden Long Duration (US Corporate) Comp | 5.42 | 5.09 |
| JKMAM Active Aggregate | 2.61 | 2.45 |
| TCW Long Duration Gov | 2.04 | 1.93 |
| NISA Long Dur Govt Only Consolidated | 2.01 | 1.71 |
| NISA 15+ STRIPS Fixed Income Composite | 1.60 | 1.38 |
| PIMCO Long Duration Treasury | 1.73 | 1.22 |
| Hoisington Inv Mgt Macroeconomic FI Comp | 0.26 | 0.03 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| JPMorgan Long Govt/Credit(Corporate-Foc) | 4.44 | 4.18 |
| JPMorgan Long Govt/Credit Plus | 4.53 | 3.96 |
| Hillswick Long Duration Government | 3.98 | 3.69 |
| NISA 15+ STRIPS Fixed Income Composite | 3.26 | 3.04 |
| NISA Long Dur Govt Only Consolidated | 2.79 | 2.54 |
| PIMCO Long Duration Treasury | 3.00 | 2.50 |
| Hoisington Inv Mgt Macroeconomic FI Comp | 2.59 | 2.37 |
| JKMAM Active Aggregate | 2.41 | 2.24 |
| TCW Long Duration Gov | 2.19 | 2.08 |
| SSgA Long U.S. Govt Bond Index Strategy | 2.54 | 0.92 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Wela Agg Yield | 13.68 | 12.67 |
| Reams Long Duration Fixed Income | 12.02 | 11.89 |
| PIMCO Long Term Bond - Long Credit | 11.74 | 11.43 |
| Brandywine Global U.S. Fixed Income | 11.60 | 11.28 |
| Guggenheim Absolute Return Strategic | 12.30 | 11.18 |
| Loomis Sayles Long Duration Credit | 11.15 | 10.89 |
| Baird Advisors Long Govt Credit Bond | 10.82 | 10.67 |
| Ryan Labs Long-Credit | 10.77 | 10.43 |
| NISA Long Dur Credit Only Consolidated | 10.65 | 10.41 |
| Niemann Tactical Global Bond | 11.73 | 10.39 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Guggenheim Absolute Return Strategic | 8.70 | 7.62 |
| PIMCO Long Term Bond - Long Credit | 7.28 | 6.98 |
| TCW Long Duration Credit | 0.00 | 6.42 |
| Schroders Value Long Duration | 6.36 | 6.16 |
| Dodge & Cox Long Duration FI Composite | 6.31 | 5.91 |
| Wela Agg Yield | 6.77 | 5.89 |
| BlackRock US Long Credit | 6.12 | 5.86 |
| Ryan Labs Long-Credit | 6.11 | 5.79 |
| Logan Circle Long Duration | 6.04 | 5.71 |
| FIAM Long Corporate Composite | 5.85 | 5.57 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| SMHCA Diversified Income Wrapped Fee | 20.60 | 18.99 |
| Eaton Vance Multi-Sector Bond | 18.25 | 17.65 |
| First Trust Taxable Closed End Fund | 15.74 | 14.05 |
| BW Global Multi-Sector Income (fka GITR) | 13.10 | 12.18 |
| Aristotle Strategic Credit - Composite | 11.86 | 11.86 |
| Federated Strategic Multi-Sector FI Comp | 11.80 | 11.41 |
| SFS Power Yield | 11.96 | 11.29 |
| Loomis Sayles Multi-Sector Full Discretn | 11.48 | 11.11 |
| BTS Select Bond Asset Allocation Program | 12.82 | 10.54 |
| Newfleet Multi-Sector Opportunistic Cpst | 11.04 | 10.44 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO Income Composite | 9.38 | 8.84 |
| TCW Securitized Opportunities | 8.62 | 7.53 |
| Loomis Sayles Multi-Sector Full Discretn | 6.77 | 6.43 |
| Thornburg Multisector Opportun Sep Acct | 6.54 | 5.82 |
| First Trust Taxable Closed End Fund | 7.36 | 5.71 |
| Newfleet Multi-Sector Opportunistic Cpst | 6.22 | 5.64 |
| Manulife AM Strategic Fixed Income Opp | 5.97 | 5.54 |
| FIAM Tactical Bond | 5.85 | 5.43 |
| Guggenheim Fixed Income | 5.65 | 5.31 |
| TCW Unconstrained Fixed Income | 5.72 | 5.17 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 1 year gross return | 1 year net return |
|---|---|---|
| SMHCA High Income Wrapped Fee | 46.95 | 45.20 |
| MacKay Select High Yield Composite | 26.27 | 25.65 |
| Nuveen High Yield Fixed Income | 22.82 | 22.22 |
| Penn Capital Distressed Total Return | 23.32 | 21.71 |
| Altrius Unconstrained Fixed Income | 22.08 | 20.68 |
| Logan Circle High Yield | 20.08 | 19.50 |
| Franklin US High Yld Institutional Comp | 19.87 | 19.47 |
| Nomura NCRAM HY Total Return Inst | 20.02 | 19.44 |
| PineBridge US High Yield Bond Composite | 18.95 | 18.43 |
| Clark Navigator FI Total Return (SAI) | 18.10 | 17.69 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| TCW Opportunistic MBS | 11.83 | 11.04 |
| Nomura NCRAM HY Total Return Inst | 10.32 | 9.77 |
| Oaktree European High Yield Bonds | 10.27 | 9.72 |
| DCM High Yield | 10.22 | 9.67 |
| Federated Opportunistic High Yield Comp | 9.92 | 9.38 |
| Manulife AM US High Yield Fixed Income | 9.72 | 9.17 |
| Strategic Income Mmgt SiM High Yld Instl | 9.62 | 9.16 |
| Franklin European High Yield Composite | 9.42 | 8.83 |
| PGI Global High Yield | 9.19 | 8.46 |
| DDJ Total Return Credit I Composite | 10.03 | 8.37 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| Semper Active Mortgage-Backed Securities | 5.66 | 5.38 |
| Federated Govt Credit w MAPS MA | 4.81 | 3.26 |
| Columbia US Government Mortgage | 3.05 | 2.55 |
| Federated Govt Credit no MAPS MA | 3.62 | 2.09 |
| Ryan Labs LDI Interm Duration 3-5 | 2.41 | 2.03 |
| Nuveen 1-15 Year Government Bond Ladder | 2.07 | 1.92 |
| Federated Intermediate Govt Credit MA | 3.37 | 1.84 |
| Smith Breeden Mortgage Index Plus | 1.96 | 1.62 |
| MFS US Government Fixed Income | 1.74 | 1.46 |
| TCW Index Plus MBS | 1.58 | 1.36 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 5 year gross return | 5 year net return |
|---|---|---|
| Semper Active Mortgage-Backed Securities | 6.26 | 5.91 |
| TCW Index Plus MBS | 3.54 | 3.33 |
| Columbia US Government Mortgage | 3.66 | 3.26 |
| Smith Breeden Mortgage Index Plus | 2.50 | 2.14 |
| Federated Govt Credit w MAPS MA | 3.61 | 2.08 |
| M.D. Sass Core Fix-Inc | 2.19 | 1.91 |
| Ryan Labs LDI Interm Duration 3-5 | 2.10 | 1.72 |
| Federated Govt Credit no MAPS MA | 3.19 | 1.67 |
| Amalgamated Bank Intermediate Duration | 1.90 | 1.65 |
| MFS US Government Fixed Income | 1.84 | 1.55 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Herzfeld Taxable Closed-End Bond | 15.08 | 14.19 |
| PIMCO Diversified Income | 12.34 | 11.56 |
| Brandes Corporate Focus Fixed Income | 10.01 | 9.64 |
| Logan Circle Multi-Sector Fixed Income | 9.31 | 8.92 |
| Camelot Core Income | 9.43 | 8.91 |
| Morgan Stanley Core Plus Fix-Inc | 9.54 | 8.89 |
| TCH Core Plus Aggregate Fixed Income | 7.46 | 7.34 |
| PIMCO Global Invstm Grade Corporate | 7.79 | 7.30 |
| Bradford & Marzec High Yield PW | 10.11 | 7.20 |
| Loomis Sayles Core Plus Full Discretion | 7.15 | 6.84 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Flaherty & Crumrine Separate Mgd Account | 9.16 | 8.64 |
| Spectrum Preferred Securities | 8.88 | 8.61 |
| Herzfeld Taxable Closed-End Bond | 7.89 | 6.92 |
| PIMCO Diversified Income | 6.47 | 5.73 |
| PIMCO Global Invstm Grade Corporate | 5.97 | 5.48 |
| RSA Unconstrained Bond Strategy | 5.91 | 5.39 |
| Manulife AM US Core Plus Fixed Income | 5.42 | 5.10 |
| ClearArc Capital Strategic Income Plus | 5.54 | 5.07 |
| Loomis Sayles Core Plus Full Discretion | 5.18 | 4.88 |
| Morgan Stanley Core Plus Fix-Inc | 5.42 | 4.77 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 1 year gross return | 1 year net return |
|---|---|---|
| RBC Access Capital Community Invmt | 2.33 | 1.92 |
| Garcia Hamilton Fix-Inc Short Dur | 1.94 | 1.81 |
| Sit Inv Short Dur Strat | 2.16 | 1.76 |
| Wellington Short Bond | 1.89 | 1.64 |
| Ryan Labs Limited Duration Govt Credit | 1.87 | 1.56 |
| Victory INCORE Short Government | 1.61 | 1.46 |
| Capital Group PCS Core Bond Composite | 2.36 | 1.09 |
| M.D. Sass 3-Year FI | 1.43 | 1.07 |
| PNC Cap Adv US Government Mortgage | 1.41 | 1.06 |
| M.D. Sass 2-Year FI | 1.31 | 1.06 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 5 year gross return | 5 year net return |
|---|---|---|
| RBC Access Capital Community Invmt | 2.73 | 2.28 |
| Sit Inv Short Dur Strat | 2.56 | 2.15 |
| PNC Cap Adv US Government Mortgage | 2.03 | 1.68 |
| Victory INCORE Short Government | 1.94 | 1.63 |
| M.D. Sass 3-Year FI | 1.82 | 1.47 |
| Wellington Short Bond | 1.59 | 1.42 |
| Garcia Hamilton Fix-Inc Short Dur | 1.27 | 1.14 |
| M.D. Sass 2-Year FI | 1.38 | 1.12 |
| TCW MBS Short-Intermediate | 1.20 | 0.90 |
| Madison Interm Government Bond SA | 0.87 | 0.85 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Newfleet Multi-Sector Short Dur Cpst | 6.13 | 5.63 |
| Post Limited Term High Yield Comp | 6.27 | 5.59 |
| Anfield Total Yield Strategy | 6.33 | 5.02 |
| Advisors Capital Mgt Fixed Income | 5.81 | 4.98 |
| CMC Conservative Bond | 4.46 | 4.20 |
| Waddell & Reed Core Fixed Income | 4.37 | 3.80 |
| Dodge & Cox Intermediate FI Composite | 4.09 | 3.78 |
| LCM ActiveALPHA Fundamental Income | 4.37 | 3.74 |
| Reliance LifeStyles Current Income | 3.73 | 3.73 |
| Thornburg Limited Term Income Sep Acct | 3.99 | 3.63 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Post Limited Term High Yield Comp | 5.72 | 5.03 |
| TCW Strategic Income | 6.24 | 4.42 |
| Newfleet Multi-Sector Short Dur Cpst | 4.41 | 3.91 |
| Goldman Sachs Opportunistic Fixed Income | 4.53 | 3.89 |
| Advisors Capital Mgt Fixed Income | 4.33 | 3.70 |
| WellsCap Intermediate Premier FI | 3.74 | 3.42 |
| Thornburg Limited Term Income Sep Acct | 3.73 | 3.33 |
| Alpha Bonds Strategy | 5.31 | 3.23 |
| Dodge & Cox Intermediate FI Composite | 3.49 | 3.15 |
| Morgan Stanley U.S. Mortgage | 3.08 | 2.95 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| TCW Alpha Trak | 21.67 | 20.50 |
| FIAM Leveraged Loan Composite | 10.41 | 9.86 |
| First Quadrant Tact Curr Alloc L/S USD | 7.00 | 6.35 |
| FFTW Mortgage Alpha | 1.36 | 2.79 |
| PIMCO Short Term | 2.98 | 2.57 |
| Pioneer Multi-Asset Ultrashort Income | 2.70 | 2.44 |
| Western Asset Mgt US Enhanced Cash | 2.05 | 1.85 |
| Federated Active Cash Broad FI Composite | 2.09 | 1.83 |
| Payden & Rygel Enhanced Cash Long | 1.72 | 1.56 |
| Baird Ultra Short Bond | 1.69 | 1.55 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| TCW Alpha Trak | 17.59 | 17.20 |
| FIAM Leveraged Loan Composite | 6.36 | 5.84 |
| FFTW Mortgage Alpha | 4.11 | 4.00 |
| Western Asset Mgt US Enhanced Cash | 2.24 | 2.06 |
| First Quadrant Tact Curr Alloc L/S USD | 2.19 | 1.90 |
| Pioneer Multi-Asset Ultrashort Income | 2.15 | 1.77 |
| PIMCO Short Term | 2.16 | 1.74 |
| TCW Ultra Short | 1.53 | 1.33 |
| Federated Active Cash Broad FI Composite | 1.54 | 1.24 |
| Payden & Rygel Enhanced Cash Long | 1.21 | 1.02 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 1 year gross return | 1 year net return |
|---|---|---|
| JPMorgan Long Govt/Credit Plus | 7.47 | 7.14 |
| JPMorgan Long Govt/Credit(Corporate-Foc) | 7.03 | 6.76 |
| Hillswick Long Duration Government | 6.38 | 6.05 |
| Camden Long Duration (US Corporate) Comp | 5.42 | 5.09 |
| JKMAM Active Aggregate | 2.61 | 2.45 |
| TCW Long Duration Gov | 2.04 | 1.93 |
| NISA Long Dur Govt Only Consolidated | 2.01 | 1.71 |
| NISA 15+ STRIPS Fixed Income Composite | 1.60 | 1.38 |
| PIMCO Long Duration Treasury | 1.73 | 1.22 |
| Hoisington Inv Mgt Macroeconomic FI Comp | 0.26 | 0.03 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| JPMorgan Long Govt/Credit(Corporate-Foc) | 4.44 | 4.18 |
| JPMorgan Long Govt/Credit Plus | 4.53 | 3.96 |
| Hillswick Long Duration Government | 3.98 | 3.69 |
| NISA 15+ STRIPS Fixed Income Composite | 3.26 | 3.04 |
| NISA Long Dur Govt Only Consolidated | 2.79 | 2.54 |
| PIMCO Long Duration Treasury | 3.00 | 2.50 |
| Hoisington Inv Mgt Macroeconomic FI Comp | 2.59 | 2.37 |
| JKMAM Active Aggregate | 2.41 | 2.24 |
| TCW Long Duration Gov | 2.19 | 2.08 |
| SSgA Long U.S. Govt Bond Index Strategy | 2.54 | 0.92 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Wela Agg Yield | 13.68 | 12.67 |
| Reams Long Duration Fixed Income | 12.02 | 11.89 |
| PIMCO Long Term Bond - Long Credit | 11.74 | 11.43 |
| Brandywine Global U.S. Fixed Income | 11.60 | 11.28 |
| Guggenheim Absolute Return Strategic | 12.30 | 11.18 |
| Loomis Sayles Long Duration Credit | 11.15 | 10.89 |
| Baird Advisors Long Govt Credit Bond | 10.82 | 10.67 |
| Ryan Labs Long-Credit | 10.77 | 10.43 |
| NISA Long Dur Credit Only Consolidated | 10.65 | 10.41 |
| Niemann Tactical Global Bond | 11.73 | 10.39 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Guggenheim Absolute Return Strategic | 8.70 | 7.62 |
| PIMCO Long Term Bond - Long Credit | 7.28 | 6.98 |
| TCW Long Duration Credit | 0.00 | 6.42 |
| Schroders Value Long Duration | 6.36 | 6.16 |
| Dodge & Cox Long Duration FI Composite | 6.31 | 5.91 |
| Wela Agg Yield | 6.77 | 5.89 |
| BlackRock US Long Credit | 6.12 | 5.86 |
| Ryan Labs Long-Credit | 6.11 | 5.79 |
| Logan Circle Long Duration | 6.04 | 5.71 |
| FIAM Long Corporate Composite | 5.85 | 5.57 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| SMHCA Diversified Income Wrapped Fee | 20.60 | 18.99 |
| Eaton Vance Multi-Sector Bond | 18.25 | 17.65 |
| First Trust Taxable Closed End Fund | 15.74 | 14.05 |
| BW Global Multi-Sector Income (fka GITR) | 13.10 | 12.18 |
| Aristotle Strategic Credit - Composite | 11.86 | 11.86 |
| Federated Strategic Multi-Sector FI Comp | 11.80 | 11.41 |
| SFS Power Yield | 11.96 | 11.29 |
| Loomis Sayles Multi-Sector Full Discretn | 11.48 | 11.11 |
| BTS Select Bond Asset Allocation Program | 12.82 | 10.54 |
| Newfleet Multi-Sector Opportunistic Cpst | 11.04 | 10.44 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO Income Composite | 9.38 | 8.84 |
| TCW Securitized Opportunities | 8.62 | 7.53 |
| Loomis Sayles Multi-Sector Full Discretn | 6.77 | 6.43 |
| Thornburg Multisector Opportun Sep Acct | 6.54 | 5.82 |
| First Trust Taxable Closed End Fund | 7.36 | 5.71 |
| Newfleet Multi-Sector Opportunistic Cpst | 6.22 | 5.64 |
| Manulife AM Strategic Fixed Income Opp | 5.97 | 5.54 |
| FIAM Tactical Bond | 5.85 | 5.43 |
| Guggenheim Fixed Income | 5.65 | 5.31 |
| TCW Unconstrained Fixed Income | 5.72 | 5.17 |
Source: Morningstar Separate Account/CIT Fund Database
| Inflation-Protected Bond | 1 year gross return | 1 year net return |
|---|---|---|
| FFTW Global Inflation Linked Bonds | 10.34 | 10.06 |
| PIMCO Real Ret Asset Long Duration | 8.46 | 7.91 |
| Lord Abbett & Co. Inflation Focused – SA | 7.41 | 6.87 |
| PIMCO Real Return Full Authority | 5.63 | 5.14 |
| Franklin U.S. TIPS Composite | 5.20 | 5.07 |
| BBH U.S. TIPS | 5.05 | 4.89 |
| Northern Trust TIPS | 4.92 | 4.81 |
| American Century US Infl-Adj Bond | 5.19 | 4.76 |
| Standish US TIPS Barclays | 4.79 | 4.75 |
| FFTW Inflation Linked Bonds U.S. | 4.91 | 4.70 |
Source: Morningstar Separate Account/CIT Fund Database
| Inflation-Protected Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FFTW Global Inflation Linked Bonds | 3.48 | 3.23 |
| Laffer Investments US Inflation Strategy | 3.30 | 2.29 |
| Standish Global TIPS | 1.62 | 1.53 |
| Lord Abbett & Co. Inflation Focused – SA | 2.06 | 1.34 |
| Franklin U.S. TIPS Composite | 1.35 | 1.21 |
| PIMCO Real Ret Asset Long Duration | 1.65 | 1.14 |
| BBH U.S. TIPS | 1.23 | 1.08 |
| PIMCO Real Return Full Authority | 1.44 | 0.97 |
| Standish US TIPS Barclays | 0.95 | 0.88 |
| BlackRock TIPS PLUS | 0.99 | 0.84 |
Source: Morningstar Separate Account/CIT Fund Database
| Stable Value | 1 year gross return | 1 year net return |
|---|---|---|
| Standish Stable Value | 2.16 | 2.06 |
| Invesco Stable Value | 2.08 | 1.87 |
| T. Rowe Price Stable Value | 2.13 | 1.86 |
| JPMorgan US FI Stable Value (NY) | 1.75 | 1.75 |
| Galliard Stable Value Composite | 2.03 | 1.62 |
| Columbia Stable Value – Inv Grade Strat | 1.71 | 1.49 |
| Columbia Stable Value – Government Strat | 1.36 | 1.14 |
Source: Morningstar Separate Account/CIT Fund Database
| Stable Value | 5 year gross return | 5 year net return |
|---|---|---|
| Standish Stable Value | 2.34 | 2.24 |
| T. Rowe Price Stable Value | 2.41 | 2.24 |
| Invesco Stable Value | 2.16 | 1.95 |
| JPMorgan US FI Stable Value (NY) | 1.90 | 1.78 |
| Galliard Stable Value Composite | 2.12 | 1.71 |
| Columbia Stable Value – Inv Grade Strat | 1.69 | 1.48 |
| Columbia Stable Value – Government Strat | 1.55 | 1.34 |
Source: Morningstar Separate Account/CIT Fund Database
| Convertibles | 1 year gross return | 1 year net return |
|---|---|---|
| Zazove High Yield Convertible Strategy | 18.38 | 18.38 |
| Oaktree High Income Convertibles | 14.97 | 14.11 |
| MacKay Shields Convertibles | 11.96 | 11.48 |
| MacKay Convertible SMA | 10.86 | 10.44 |
| Delaware Convertibles | 10.90 | 10.23 |
| Zazove Institutional Blend Convertibles | 10.77 | 9.73 |
| Gabelli Asset Mgt Convertibles Strategy | 10.29 | 9.47 |
| Zazove Inv. Grade Convertible Strategy | 8.55 | 8.55 |
| Phoenix Convertible Income Wrap Advisor | 9.43 | 8.40 |
| SSI Inv Grade Convert Strat | 8.66 | 7.73 |
Source: Morningstar Separate Account/CIT Fund Database
| Convertibles | 5 year gross return | 5 year net return |
|---|---|---|
| SSI Inv Grade Convert Strat | 12.64 | 11.58 |
| MacKay Shields Convertibles | 10.70 | 10.17 |
| Advent Investment Grade | 10.61 | 10.13 |
| ClearBridge U.S. Convertibles | 10.79 | 10.13 |
| SSI Outright Discretionary Convert Strat | 10.36 | 9.81 |
| Palisade Convertible Securities Comp | 10.37 | 9.74 |
| INCORE Inv Grade Convertibles Comp | 10.31 | 9.71 |
| Allianz Convertibles | 10.07 | 9.64 |
| Gabelli Asset Mgt Convertibles Strategy | 10.36 | 9.57 |
| Advent Balanced Convertible Strategy | 9.85 | 9.35 |
Source: Morningstar Separate Account/CIT Fund Database
| Emerging Markets Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Ashmore EM Corporate Debt High Yld Comp | 23.78 | 22.45 |
| Stone Harbor EMD Total Return | 21.93 | 20.95 |
| Ashmore Emerg Mkts External Dbt Comp | 20.37 | 19.25 |
| Ashmore EM Corp Dbt Broad (CEMBI) Comp | 20.09 | 18.75 |
| Global Evolution EM Debt and FX | 18.57 | 16.24 |
| FIAM Emerging Market Debt Composite | 16.53 | 15.78 |
| Ashmore Emerg Mkts Blnded Dbt Composite | 16.83 | 15.67 |
| T. Rowe Price Emerging Markets Bond | 15.74 | 15.17 |
| PIMCO Emg Mkts External Bond Full Auth | 15.62 | 14.69 |
| Stone Harbor Emerging Markets Debt | 14.93 | 14.34 |
Source: Morningstar Separate Account/CIT Fund Database
| Emerging Markets Bond | 5 year gross return | 5 year net return |
|---|---|---|
| GMO Emerging Country Debt Strategy | 9.16 | 8.36 |
| Global Evolution Frontier Markets | 8.97 | 7.89 |
| Prudential Fixed Inc Emerging Mkts Debt | 7.85 | 7.23 |
| Invesco Emerging Market Corporate Bond | 7.51 | 6.84 |
| Global Evolution EM Debt | 7.22 | 6.79 |
| Ashmore EM Corporate Debt High Yld Comp | 7.88 | 6.66 |
| FIAM Emerging Market Debt Composite | 7.28 | 6.58 |
| Delaware Emerging Markets Debt | 7.10 | 6.55 |
| DCM Emerging Markets Debt | 7.17 | 6.53 |
| Investec Emerging Market Corporate Debt | 7.25 | 6.48 |
Source: Morningstar Separate Account/CIT Fund Database
| World Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| Wellington Real Asset | 22.62 | 21.54 |
| PIMCO RAE Fundamental PLUS | 20.23 | 19.27 |
| Deschutes Matisse Discounted CE Fd Stgy | 17.17 | 16.03 |
| 4Thought Multi-Contingency Aggressive | 16.56 | 14.96 |
| PIMCO StocksPLUS Absolute Return | 15.55 | 14.92 |
| Luken DyTegicXˆ® Global Strategy | 17.23 | 14.89 |
| Appleseed All-Cap F3 | 14.69 | 14.69 |
| PIMCO All Asset Strategy | 14.31 | 13.32 |
| PanAgora Risk Parity Multi Asset Plus | 15.02 | 13.20 |
| PIMCO StocksPlus | 13.10 | 12.75 |
Source: Morningstar Separate Account/CIT Fund Database
| World Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO RAE Fundamental PLUS | 17.40 | 16.47 |
| PIMCO StocksPLUS Absolute Return | 16.98 | 16.27 |
| PIMCO StocksPlus | 16.28 | 15.75 |
| OBS Financial EFS 80/20 | 10.56 | 10.27 |
| Loring Ward Global Capital Appr DFA | 10.24 | 9.97 |
| DMAP Moderate Relative Return USD-H | 10.15 | 9.49 |
| Loring Ward Global Capital Appr SA | 9.49 | 9.45 |
| Wilshire Global ETF Allocation - Gr | 9.55 | 9.30 |
| Loring Ward Global Moderate Growth DFA | 9.42 | 9.15 |
| OBS Financial EFS 70/30 | 9.41 | 9.12 |
Source: Morningstar Separate Account/CIT Fund Database
| Conservative Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| AAM Credit Opportunities | 45.62 | 43.75 |
| Clark Navigator MultiStrategy 50-50(SAI) | 18.98 | 18.59 |
| Camelot Opportunities Income | 19.12 | 18.47 |
| Messner & Smith - Balanced | 17.81 | 16.71 |
| HCM All American Conservative | 18.30 | 15.68 |
| HCM All American Balanced | 17.34 | 14.74 |
| Clark Navigator Global Balanced 40-60 | 14.88 | 14.48 |
| First Quadrant Essential Beta | 14.48 | 14.10 |
| Clark Navigator Glbl Bal ETF 40-60 Hdgd | 13.06 | 12.95 |
| Parametric Enhanced Income | 13.27 | 12.87 |
Source: Morningstar Separate Account/CIT Fund Database
| Conservative Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Clark Navigator MultiStrategy 50-50(SAI) | 10.75 | 10.37 |
| Saratoga Conservative Balanced | 9.98 | 9.98 |
| Allianz Income & Growth | 9.56 | 9.11 |
| Parametric Tax-Advantage Enhanced Income | 9.32 | 8.95 |
| Parametric Enhanced Income | 9.24 | 8.87 |
| VCM Target Return Conservative Lite | 9.92 | 8.40 |
| MCA Conservative Portfolios | 8.55 | 7.74 |
| AMP Moderately Conservative | 8.20 | 7.72 |
| GVIC All Accounts | 8.66 | 7.69 |
| Morningstar Balanced - Advisor Group WMP | 7.72 | 7.67 |
Source: Morningstar Separate Account/CIT Fund Database
| Moderate Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| HCM Dividend Income Growth | 28.63 | 25.70 |
| Hotchkis & Wiley - Capital Income | 22.46 | 21.69 |
| ValueWorks Bal Comp | 22.78 | 21.13 |
| Camelot Premium Return | 20.74 | 20.74 |
| HCM Dividend Income Balanced | 24.52 | 20.32 |
| HCM Dividend Income Conservative | 21.60 | 18.96 |
| Shaker Financial Discount Capture | 20.00 | 18.49 |
| Cumberland Total Return Balanced Port | 17.50 | 16.87 |
| Altrius Global Income | 17.24 | 15.90 |
| Dodge & Cox Balanced Composite | 15.42 | 15.31 |
Source: Morningstar Separate Account/CIT Fund Database
| Moderate Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Johnson Institutional Mgt Enhanced Index | 15.44 | 15.15 |
| Dodge & Cox Balanced Composite | 12.88 | 12.86 |
| Haverford Dividend Value | 13.09 | 11.98 |
| Invesco Equity and Income Composite | 12.31 | 11.64 |
| Hotchkis & Wiley - Capital Income | 12.10 | 11.38 |
| Shaker Financial Discount Capture | 12.49 | 11.06 |
| Sunnymeath Balanced | 11.49 | 10.83 |
| Cumberland Total Return Balanced Port | 11.32 | 10.71 |
| Meeder Moderate Growth Composite | 10.67 | 10.67 |
| Meeder Moderate Growth Portfolio | 10.63 | 10.63 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2000-2010 | 1 year gross return | 1 year net return |
|---|---|---|
| AGF Steward Navigator 2010 Fund | 6.11 | 6.11 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2000-2010 | 5 year gross return | 5 year net return |
|---|---|---|
| AGF Steward Navigator 2010 Fund | 5.00 | 5.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2011-2015 | 1 year gross return | 1 year net return |
|---|---|---|
| Meeder Age-based 60-62 | 5.38 | 5.38 |
| Sage Target Date 2015 Fund | 2.97 | 2.56 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2011-2015 | 5 year gross return | 5 year net return |
|---|---|---|
| Meeder Age-based 60-62 | 6.72 | 6.72 |
| Sage Target Date 2015 Fund | 5.18 | 4.78 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2016-2020 | 1 year gross return | 1 year net return |
|---|---|---|
| AGF Steward Navigator 2020 Fund | 7.25 | 7.25 |
| BCM DynamicBelay Balanced Growth (QDIA) | 7.20 | 5.68 |
| Meeder Age-based 55-59 | 5.62 | 5.62 |
| Meeder Age-Based 63-64 Composite | 5.44 | 5.44 |
| Meeder Age-Based 60-62 Composite | 5.39 | 5.39 |
| Meeder Age-Based 65 and Over Composite | 5.38 | 5.38 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2016-2020 | 5 year gross return | 5 year net return |
|---|---|---|
| Meeder Age-based 55-59 | 7.41 | 7.41 |
| Meeder Age-Based 60-62 Composite | 7.03 | 7.03 |
| AGF Steward Navigator 2020 Fund | 5.82 | 5.82 |
| BCM DynamicBelay Balanced Growth (QDIA) | 0.00 | 0.00 |
| Meeder Age-Based 63-64 Composite | 0.00 | 0.00 |
| Meeder Age-Based 65 and Over Composite | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2021-2025 | 1 year gross return | 1 year net return |
|---|---|---|
| Sheaff Brock SSB Conservative Balanced | 8.02 | 7.18 |
| Meeder Age-Based 55-59 Composite | 5.61 | 5.61 |
| Meeder Age-based 50-54 | 5.53 | 5.53 |
| Meeder Age-based 63-64 | 5.44 | 5.44 |
| Meeder Age-based 65 and Over | 5.38 | 5.38 |
| Sage Target Date 2025 Fund | 3.92 | 3.50 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2021-2025 | 5 year gross return | 5 year net return |
|---|---|---|
| Meeder Age-based 50-54 | 8.05 | 8.05 |
| Sheaff Brock SSB Conservative Balanced | 8.45 | 7.58 |
| Meeder Age-Based 55-59 Composite | 7.34 | 7.34 |
| Sage Target Date 2025 Fund | 6.71 | 6.30 |
| Meeder Age-based 63-64 | 5.31 | 5.31 |
| Meeder Age-based 65 and Over | 4.67 | 4.67 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2026-2030 | 1 year gross return | 1 year net return |
|---|---|---|
| AGF Steward Navigator 2030 Fund | 8.39 | 8.39 |
| BCM DynamicBelay Conservative Gro(QDIA) | 8.44 | 6.90 |
| Meeder Age-based 45-49 | 5.79 | 5.79 |
| Meeder Age-Based 50-54 Composite | 5.54 | 5.54 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2026-2030 | 5 year gross return | 5 year net return |
|---|---|---|
| Meeder Age-based 45-49 | 8.85 | 8.85 |
| Meeder Age-Based 50-54 Composite | 8.07 | 8.07 |
| AGF Steward Navigator 2030 Fund | 6.65 | 6.65 |
| BCM DynamicBelay Conservative Gro(QDIA) | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2031-2035 | 1 year gross return | 1 year net return |
|---|---|---|
| Meeder Age-based 44 and under | 5.81 | 5.81 |
| Meeder Age-Based 45-49 Composite | 5.79 | 5.79 |
| Sage Target Date 2035 Fund | 4.58 | 4.17 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2031-2035 | 5 year gross return | 5 year net return |
|---|---|---|
| Meeder Age-based 44 and under | 9.23 | 9.23 |
| Meeder Age-Based 45-49 Composite | 8.28 | 8.28 |
| Sage Target Date 2035 Fund | 7.74 | 7.33 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2036-2040 | 1 year gross return | 1 year net return |
|---|---|---|
| AGF Steward Navigator 2040 Fund | 9.57 | 9.57 |
| Sheaff Brock SSB Growth & Income | 8.24 | 7.43 |
| Meeder Age-Based 44 and Under Composite | 5.82 | 5.82 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2036-2040 | 5 year gross return | 5 year net return |
|---|---|---|
| Sheaff Brock SSB Growth & Income | 10.82 | 9.97 |
| Meeder Age-Based 44 and Under Composite | 9.15 | 9.15 |
| AGF Steward Navigator 2040 Fund | 7.54 | 7.54 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2041-2045 | 1 year gross return | 1 year net return |
|---|---|---|
| Sage Target Date 2045 Fund | 4.84 | 4.43 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2041-2045 | 5 year gross return | 5 year net return |
|---|---|---|
| Sage Target Date 2045 Fund | 8.33 | 7.91 |
Source: Morningstar Separate Account/CIT Fund Database
| Retirement Income | 1 year gross return | 1 year net return |
|---|---|---|
| Hancock Horizon Dividend Income | 22.27 | 21.31 |
| Nuveen-Sector Dividend Preferred | 15.62 | 14.49 |
| New Frontier Multi Asset Income Growth | 14.89 | 14.37 |
| New Frontier Multi Asset Income Balanced | 13.47 | 12.96 |
| Advisors Capital Mgt Income w/Growth | 13.56 | 11.91 |
| New Frontier Multi Asset Income Conserv | 11.14 | 10.64 |
| 4Thought Global Strategic Distribution | 11.38 | 9.89 |
| Palladiem Focused Income Strategy | 8.83 | 8.23 |
| UBS PWS Diversified Income | 7.84 | 7.51 |
| UBS PWS Diversified Income w/ Muni | 6.59 | 6.28 |
Source: Morningstar Separate Account/CIT Fund Database
| Retirement Income | 5 year gross return | 5 year net return |
|---|---|---|
| Hancock Horizon Dividend Income | 12.59 | 9.99 |
| Nuveen-Sector Dividend Preferred | 8.69 | 7.69 |
| Advisors Capital Mgt Income w/Growth | 8.17 | 6.62 |
| Horizon Real Spend 4 | 8.55 | 6.51 |
| Horizon Real Spend 5 | 8.53 | 6.49 |
| Horizon Real Spend 7 | 8.50 | 6.46 |
| Texas Retirement Income Strategy | 8.06 | 6.42 |
| Morningstar Ret Inc Long-Range - TDA | 6.20 | 5.15 |
| Morningstar Ret Inc Long-Range - BNY | 6.32 | 4.73 |
| Morningstar Ret Inc Long-Range - FIWS | 6.19 | 4.60 |
