| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| S&P 500 Equal Weight Equity Index F | 0.00 | 16.75 |
| JENNISON OPPORTUNISTIC EQUITY FUND 4 | 0.00 | 15.51 |
| Blackrock Alpha Advantage 3000 | 15.92 | 15.49 |
| Diamond Hill Large Cap Portfolio 0 | 15.28 | 15.25 |
| Wilmington Trust Fdmtl Val Port Cl 0 | 15.26 | 15.18 |
| StarCore U.S. Fundˆ® | 14.70 | 14.70 |
| Diamond Hill Large Cap Portfolio 55 | 15.27 | 14.62 |
| Stadion Domestic Equity 0 | 0.00 | 14.53 |
| BNY Mellon EB DV Dynamic U.S. Equity | 14.90 | 14.50 |
| State St Real Asset NL Cl A | 0.00 | 14.37 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| State St Nasdaq-100 Indxˆ® NL Cl A | 20.01 | 17.88 |
| BNY Mellon EB DV Dynamic U.S. Equity | 18.32 | 17.87 |
| State St Nasdaq-100 Indxˆ® NL Cl C | 0.00 | 17.82 |
| JPMCB U.S. Active Core Equity Inv | 0.00 | 16.38 |
| QMA US All Cap Core Equity Fund | 16.45 | 16.05 |
| QMA US Core Equity Fund | 16.34 | 15.94 |
| BlackRock Active Stock F | 0.00 | 15.71 |
| JPMCB U.S. Analyst Inv | 0.00 | 15.66 |
| Amalgamated Bank LongView Quant. LC CF | 15.93 | 15.59 |
| JPMCB Intrepid America Fund Inv | 0.00 | 15.40 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Amalgamated Bank Longview Qnt Mid Cap CF | 22.19 | 21.53 |
| BNY Mellon EB DL Mid Cap Stk Index | 20.87 | 20.81 |
| BlackRock Mid-Cap Equity Index F | 0.00 | 20.80 |
| Comerica MidCap 400 Inst | 20.78 | 20.78 |
| BlackRock Mid Cap Equity Index Fund Cl 0 | 20.77 | 20.77 |
| State St S&P MidCapˆ® Indx SL Cl I | 0.00 | 20.77 |
| BNY Mellon EB DL Mid Cap Stk Index UC2 | 20.83 | 20.77 |
| Legal & General S&P 400ˆ® | 0.00 | 20.75 |
| Blackrock Mid Cap Eq Idx Fund CF | 20.81 | 20.74 |
| Wells Fargo/BlackRock S&P MidCap Idx F | 20.73 | 20.73 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Amalgamated Bank Longview Qnt Mid Cap CF | 18.32 | 17.68 |
| QMA US Mid Cap Core Equity Fund | 17.88 | 17.24 |
| Transamerica Partners Mid Value - CTF | 0.00 | 16.49 |
| BNY Mellon EB DO Mid Cap Core | 17.05 | 16.36 |
| BNY Mellon EB DL Mid Cap Stk Index | 16.33 | 16.26 |
| BNY Mellon EB DL Mid Cap Stk Index UC2 | 16.32 | 16.22 |
| BlackRock Mid-Cap Equity Index F | 0.00 | 15.40 |
| State St S&P MidCapˆ® Indx SL Cl I | 0.00 | 15.39 |
| FIAM Small/Mid Cap Core Pool | 16.13 | 15.38 |
| Comerica MidCap 400 Inst | 15.35 | 15.35 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Comerica SmallCap 600 Inst | 26.54 | 26.54 |
| Comerica SmallCap 600 C | 26.54 | 26.45 |
| Amalgamated Bank LongView 600 SC Idx CF | 26.51 | 26.45 |
| FMT Small Cap Intrinsic Value R1 | 0.00 | 25.23 |
| FMT/DFA U.S. Micro Cap R1 | 0.00 | 24.95 |
| Voya Small Cap Core Trust | 25.36 | 24.44 |
| Transamerica Partners Small Core - CTF | 0.00 | 24.36 |
| Blackrock Russell 2000 Alpha Tilts Fd A | 23.64 | 23.64 |
| BlackRock Russell 2000ˆ® Alpha Tilts F | 0.00 | 23.51 |
| FMT/DFA U.S. Small Cap R1 | 0.00 | 23.02 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock Russell 2000 Alpha Tilts Fd A | 17.46 | 17.46 |
| JPMCB U.S. Small Company Equity Inv | 0.00 | 17.23 |
| Wellington CIF II Small Cap Opps | 18.01 | 17.06 |
| Wilmington Trust Sm Co Divers Val Cl 0 | 17.15 | 16.98 |
| Comerica SmallCap 600 Inst | 16.65 | 16.65 |
| Comerica SmallCap 600 C | 0.00 | 16.57 |
| FIAM Small Cap Core Class J | 17.33 | 16.51 |
| Amalgamated Bank LongView 600 SC Idx CF | 16.55 | 16.50 |
| FIAM Small Cap Core Pool | 17.33 | 16.40 |
| State St US Sm Cap Enhanced SL Cl I | 0.00 | 16.22 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM U.S. Total Market Equity CF | 13.10 | 12.54 |
| Benefit Meritage Growth Eq Fund Cl H | 12.49 | 11.44 |
| Aon Hewitt Large Cap Equity I | 0.00 | 11.26 |
| Aon Hewitt Large Cap Equity 1 | 0.00 | 11.15 |
| American Century US Discp Lg Cp Gr N | 0.00 | 9.63 |
| FMT/American Funds Amcap R1 | 0.00 | 8.90 |
| TDA Managed Retirement Aggressive Cl I | 0.00 | 8.73 |
| FMT Large Cap Opportunities R1 | 0.00 | 8.49 |
| TDA Managed Retirement Aggressive Cl II | 0.00 | 8.45 |
| FMT/American Funds Growth Fund of Am R1 | 0.00 | 8.42 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB Growth Advantage | 0.00 | 16.44 |
| Wellington CIF US Research Equity | 16.81 | 16.12 |
| Wellington CIF II Large Cap Research S1 | 16.35 | 15.71 |
| FMT/American Funds Growth Fund of Am R1 | 0.00 | 15.00 |
| Wellington CIF II Growth S1 | 15.55 | 14.93 |
| FIAM U.S. Total Market Equity CF | 15.45 | 14.88 |
| Schwab Instl Lrg Cap Growth Tr Fd-Instl | 15.46 | 14.84 |
| BlackRock Russell 1000ˆ® Growth F | 0.00 | 14.56 |
| State St Russell Lg Cap Grˆ® Indx SL Cl I | 0.00 | 14.54 |
| State St Russell Lg Cap Grˆ® Indx NL Cl A | 0.00 | 14.52 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| The Boston US Small-Mid Cap Opp Val EB | 24.67 | 23.57 |
| Champlain Mid Cap Fund, LLC | 20.05 | 19.06 |
| FMT/Neuberger Berman Genesis R1 | 0.00 | 17.96 |
| The DGI Growth, R1 | 0.00 | 17.49 |
| Aon Hewitt Small & Mid Cap Equity I | 0.00 | 17.27 |
| Aon Hewitt Small & Mid Cap Equity 1 | 0.00 | 17.16 |
| S/M Cp Cor Eq Collective Invmt M | 0.00 | 16.72 |
| S/M Cp Cor Eq Collective Invmt Fund | 17.30 | 16.55 |
| S/M Cp Cor Eq Collective Invmt F | 0.00 | 16.42 |
| BNY Mellon Market Completion Fund UC1 | 15.87 | 15.78 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Mid Cap Opportunity S2 | 16.72 | 16.17 |
| Wellington CIF II Mid Cap Opportunity S1 | 16.72 | 15.95 |
| Champlain Mid Cap Fund, LLC | 16.11 | 15.15 |
| FMT/T. Rowe Price Mid-Cap Growth R1 | 0.00 | 14.45 |
| FMT Mid Cap Growth R1 | 0.00 | 14.35 |
| BNY Mellon Market Completion Fund UC1 | 14.38 | 14.30 |
| CCI SMID Cap Growth Equity Fund | 14.92 | 13.96 |
| Mid Cap Strategic Allocation Fund | 0.00 | 13.39 |
| Delaware SMID Cap Growth (CIT) | 0.00 | 13.27 |
| Horizon Core Value Fund Class A | 0.00 | 13.06 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Champlain Small Company Fund, LLC | 29.76 | 28.53 |
| FMT Small Cap Diversified Equity R1 | 0.00 | 21.34 |
| Wells Fargo/Multi-Manager Sm Cap F | 21.26 | 21.26 |
| Wells Fargo/Multi-Manager Sm Cap N | 0.00 | 21.15 |
| Wells Fargo/Multi-Manager Sm Cap TR | 20.88 | 20.88 |
| Wellington CIF II Small Cap 2000 S1 | 20.97 | 19.96 |
| Small Cap Strategic Allocation Fund | 0.00 | 18.78 |
| Hillsdale US Performance Equity Fund | 24.54 | 18.57 |
| Eaton Vance Small Cap Core Eq CIT | 19.15 | 18.15 |
| Kennedy Cap Small Cap Core CIF Cl A | 0.00 | 17.28 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Hillsdale US Performance Equity Fund | 19.21 | 16.79 |
| Wellington CIF II Small Cap 2000 S1 | 17.64 | 16.65 |
| FMT Small Cap Diversified Equity R1 | 0.00 | 16.23 |
| FIAM Small Company Pool | 16.41 | 15.49 |
| FMT SMID Diversified Growth R1 | 0.00 | 15.21 |
| Champlain Small Company Fund, LLC | 16.28 | 15.15 |
| BlackRock Russell 2000ˆ® Growth F | 0.00 | 14.01 |
| State St Russell Sm Capˆ® Gr Indx NL Cl A | 0.00 | 13.75 |
| State St Russell Sm Capˆ® Gr Indx NL Cl C | 0.00 | 13.70 |
| BlackRock Russell 2000 Growth Index Fd 6 | 13.67 | 13.54 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Artisan Value Equity Trust | 0.00 | 29.57 |
| DRZ Value Equity Collective Invmt Tr A | 0.00 | 28.84 |
| DePrince, Race & Zollo, Lg-Cap Val CIT | 29.39 | 28.63 |
| JPMCB U.S. Active Value Fund Inv | 0.00 | 22.92 |
| FMT Global Infrastructure R1 | 0.00 | 21.58 |
| FMT/Dodge & Cox Stock R1 | 0.00 | 20.96 |
| Schwab Instl Lrg Cap Value Tr Fd-Instl | 20.98 | 20.52 |
| Schwab Instl Lrg Cap Value Tr Fd-Ret | 20.98 | 20.22 |
| American Century US Value Yield Eq Tr 2 | 0.00 | 20.22 |
| American Century US Value Yield Eq Tr 1 | 0.00 | 20.02 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB U.S. Active Value Fund Inv | 0.00 | 17.62 |
| FMT/Dodge & Cox Stock R1 | 0.00 | 16.61 |
| Schwab Instl Lrg Cap Value Tr Fd-Instl | 16.94 | 16.50 |
| FMT/DFA U.S. Large Cap Value R1 | 0.00 | 16.26 |
| Schwab Instl Lrg Cap Value Tr Fd-Ret | 16.94 | 16.20 |
| The Boston US Dynamic Large Cap Value CF | 16.87 | 16.11 |
| FMT/DFA U.S. Large Cap Value III R1 | 0.00 | 15.94 |
| JPMCB U.S. All Cap Value Inv | 0.00 | 15.93 |
| The Boston US Dynamic Large Cap Value EB | 16.66 | 15.91 |
| Wellington CIF II Research Value | 16.25 | 15.68 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 1 year gross return | 1 year net return |
|---|---|---|
| American Century US Mid Cp Val Eq N | 0.00 | 23.91 |
| American Century US Mid Cap Value Eq Tr | 0.00 | 23.48 |
| FMT/American Century Mid Cap Value R1 | 0.00 | 22.66 |
| Victory Mid Cap Value Collective Fd 80-F | 0.00 | 21.50 |
| FMT/DFA U.S. Vector Equity R1 | 0.00 | 20.03 |
| RidgeWorth Mid-Cap Value Equity | 0.00 | 19.95 |
| FMT/iShares Russell Mid-Cap Value Idx R1 | 0.00 | 18.79 |
| Wilmington Trust MdCp Fdmtl Val Pt Cl 0 | 17.95 | 17.86 |
| Wilmington Trust MdCp Fdmtl Val Pt Cl R | 17.97 | 17.22 |
| Wilmington Trust MdCp Fdmtl Val Pt Cl 35 | 0.00 | 16.83 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 5 year gross return | 5 year net return |
|---|---|---|
| American Century US Mid Cap Value Eq Tr | 0.00 | 16.62 |
| TSW Mid Cap Value 200 | 0.00 | 16.58 |
| FMT/American Century Mid Cap Value R1 | 0.00 | 15.94 |
| Victory Mid Cap Value Collective Fd 80-F | 0.00 | 15.84 |
| Wilmington Trust MdCp Fdmtl Val Pt Cl 0 | 15.83 | 15.72 |
| Wilmington Trust MdCp Fdmtl Val Pt Cl R | 15.87 | 15.16 |
| FMT/iShares Russell Mid-Cap Value Idx R1 | 0.00 | 15.09 |
| RidgeWorth Mid-Cap Value Equity | 0.00 | 15.08 |
| FMT/DFA U.S. Vector Equity R1 | 0.00 | 14.82 |
| FMT/Vanguard Selected Value R1 | 0.00 | 13.85 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| DRZ Small Cap Value Collective Fund A | 0.00 | 37.85 |
| Brandywine Diversified Small Cap BIT | 33.36 | 32.34 |
| BlackRock Russell 2000 Value Idx Fd 0 | 0.00 | 31.80 |
| BlackRock Russell 2000ˆ® Value F | 0.00 | 31.80 |
| Brandywine Diversified Small Cap GT | 32.76 | 31.74 |
| BlackRock Russell 2000 Value Index Fd 6 | 31.81 | 31.65 |
| BlackRock Russell 2000 Value Index Fd 8 | 31.80 | 31.63 |
| State St Russell Sm Cpˆ® Val Indx NL Cl A | 18.63 | 31.45 |
| State St Russell Sm Cpˆ® Val Indx NL Cl C | -6.00 | 31.40 |
| BlackRock Russell 2000 Value Index Fd 31 | 31.79 | 31.32 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Brandywine Diversified Small Cap BIT | 18.40 | 17.48 |
| Brandywine Diversified Small Cap GT | 18.32 | 17.39 |
| Edge SMID Cap Value Equity Fund | 17.03 | 15.97 |
| FMT/DFA U.S. Small Cap Value R1 | 0.00 | 15.76 |
| Invesco US Quantitative Sm Val Tr Cl 3 | 0.00 | 15.74 |
| Brandywine Diversified Sm Cap Select BIT | 16.63 | 15.72 |
| Victory Small Cap Value 75 | 0.00 | 15.68 |
| FMT/DFA U.S. Targeted Value R1 | 0.00 | 15.55 |
| Victory Small Cap Value Collective Fund | 16.54 | 15.34 |
| BlackRock Russell 2000ˆ® Value F | 0.00 | 15.29 |
Source: Morningstar Separate Account/CIT Fund Database
| Financial | 1 year gross return | 1 year net return |
|---|---|---|
| Associated Banc Corp Stock Fund | 31.44 | 31.44 |
| FMT/T. Rowe Price Financial Services R1 | 0.00 | 16.08 |
Source: Morningstar Separate Account/CIT Fund Database
| Financial | 5 year gross return | 5 year net return |
|---|---|---|
| Associated Banc Corp Stock Fund | 17.67 | 17.67 |
| FMT/T. Rowe Price Financial Services R1 | 0.00 | 17.08 |
Source: Morningstar Separate Account/CIT Fund Database
| Health | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/SPDR Health Care Sector R1 | 0.00 | -3.31 |
Source: Morningstar Separate Account/CIT Fund Database
| Health | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/SPDR Health Care Sector R1 | 0.00 | 15.42 |
Source: Morningstar Separate Account/CIT Fund Database
| Natural Resources | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/Ivy Global Natural Resources R1 | 0.00 | 24.09 |
| KBI Global Resources Solutions Cl A | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Natural Resources | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/Ivy Global Natural Resources R1 | 0.00 | -2.12 |
| KBI Global Resources Solutions Cl A | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Equity Precious Metals | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/First Eagle Gold Fund R1 | 0.00 | 36.31 |
Source: Morningstar Separate Account/CIT Fund Database
| Equity Precious Metals | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/First Eagle Gold Fund R1 | 0.00 | -11.84 |
Source: Morningstar Separate Account/CIT Fund Database
| Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| Security Capital Preferred Growth | 12.92 | 12.21 |
| FIAM U.S. Real Estate Invest Tr CIT | 9.44 | 8.79 |
| JPMCB Core Divers Comrcl Prpty Invmt | 0.00 | 8.57 |
| FMT/DFA Real Estate Securities R1 | 0.00 | 7.96 |
| JPMCB Core Divers Comrcl Prpty M1 | 0.00 | 7.70 |
| JPMCB Core Divers Comrcl Prpty C | 0.00 | 7.63 |
| PIMCO RealEstatePLUS CIT I | 0.00 | 7.13 |
| Wilmington Trust Tot Ret REIT Port Cl 0 | 7.13 | 7.04 |
| JPMCB Divers Commercial Property-M2 | 0.00 | 7.03 |
| JPMCB Divers Commercial Property-M1 | 0.00 | 6.98 |
Source: Morningstar Separate Account/CIT Fund Database
| Real Estate | 5 year gross return | 5 year net return |
|---|---|---|
| Wilmington Trust Tot Ret REIT Port Cl 0 | 12.54 | 12.40 |
| FIAM U.S. Real Estate Invest Tr CIT | 12.72 | 12.06 |
| AEW Real Estate Securities Divers Trust | 0.00 | 11.74 |
| State St REIT Indx NL Cl A | 0.00 | 11.67 |
| State St REIT Indx NL Cl C | 0.00 | 11.58 |
| JPMCB U.S. Real Estate Securities Inv | 0.00 | 11.58 |
| JPMCB Divers Commercial Property-C | 0.00 | 11.50 |
| BNY Mellon REIT Index Fund UC1 | 11.60 | 11.46 |
| FMT/DFA Real Estate Securities R1 | 0.00 | 11.40 |
| FMT/Nuveen Real Estate Securities R1 | 0.00 | 11.24 |
Source: Morningstar Separate Account/CIT Fund Database
| Technology | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/SPDR Technology Sector R1 | 0.00 | 14.12 |
Source: Morningstar Separate Account/CIT Fund Database
| Technology | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/SPDR Technology Sector R1 | 0.00 | 14.85 |
Source: Morningstar Separate Account/CIT Fund Database
| Equity Energy | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/SPDR Energy Sector R1 | 0.00 | 26.97 |
Source: Morningstar Separate Account/CIT Fund Database
| Equity Energy | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/SPDR Energy Sector R1 | 0.00 | 3.64 |
Source: Morningstar Separate Account/CIT Fund Database
| Aggressive Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| Strategic Roadmap Gr I | 0.00 | 13.05 |
| Strategic Roadmap Gr II | 0.00 | 12.95 |
| TOPSˆ® Strategic Allocation Growth | 0.00 | 12.63 |
| Sloy, Dahl & Holst Growth 1 | 0.00 | 11.80 |
| Alerus Aggressive Growth Direct | 11.70 | 11.70 |
| Fiduciary Investment Trust Growth E | 0.00 | 10.97 |
| Alerus Aggressive Growth Institutional | 11.21 | 10.97 |
| Dorsey Wright ETF Global Balanced | 0.00 | 10.75 |
| StarCore III Fundˆ® | 0.00 | 10.47 |
| FACETS Lifestyle Aggressive Fund R6 | 0.00 | 10.44 |
Source: Morningstar Separate Account/CIT Fund Database
| Aggressive Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| State St Agg Strategic Bal SL Cl I | 0.00 | 11.72 |
| Wilmington Trust Strat Bal Port Cl 0 | 11.79 | 11.67 |
| Associated Conservative Growth LifeStage | 10.26 | 10.26 |
| Associated ASAP2 Conserv Growth Strat | 10.24 | 10.24 |
| Associated ASAP Conservative Gr Strat | 10.21 | 10.21 |
| StarCore III Fundˆ® | 0.00 | 10.00 |
| Wilmington Trust US Allc Port Cl 0 | 9.84 | 9.75 |
| Transamerica Intermediate/Long Horizon | 0.00 | 9.73 |
| VT Vantagepoint MP Lng-Trm Gr R5 | 0.00 | 8.96 |
| Benefit Generation Strategic Agg Growth | 9.47 | 8.91 |
Source: Morningstar Separate Account/CIT Fund Database
| Bank Loan | 1 year gross return | 1 year net return |
|---|---|---|
| Prudential Bank Loan Fund 1 | 0.00 | 10.75 |
| Prudential Bank Loan Fund 2 | 0.00 | 10.14 |
| Prudential Bank Loan Fund 3 | 0.00 | 10.03 |
| Credit Suisse Floating Rate Trust 0IM | 10.18 | 10.00 |
| Credit Suisse Floating Rate Trust 15 | 10.17 | 9.83 |
| Credit Suisse Floating Rate Trust 45 | 10.17 | 9.51 |
| JPMCB Floating Rate Income Inv | 0.00 | 8.79 |
| Shenkman Capital Mgt High Yld Bank Loan | 9.18 | 8.55 |
| Voya Senior Loan Trust | 8.52 | 8.03 |
Source: Morningstar Separate Account/CIT Fund Database
| Bank Loan | 5 year gross return | 5 year net return |
|---|---|---|
| Prudential Bank Loan Fund 1 | 0.00 | 5.60 |
| Prudential Bank Loan Fund 2 | 0.00 | 5.02 |
| Voya Senior Loan Trust | 5.90 | 5.00 |
| Prudential Bank Loan Fund 3 | 0.00 | 4.92 |
| Credit Suisse Floating Rate Trust 0IM | 0.00 | 0.00 |
| Credit Suisse Floating Rate Trust 15 | 0.00 | 0.00 |
| Credit Suisse Floating Rate Trust 45 | 0.00 | 0.00 |
| JPMCB Floating Rate Income Inv | 0.00 | 0.00 |
| Shenkman Capital Mgt High Yld Bank Loan | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| DRZ Small Cap Value Collective Fund A | 0.00 | 37.85 |
| Brandywine Diversified Small Cap BIT | 33.36 | 32.34 |
| BlackRock Russell 2000 Value Idx Fd 0 | 0.00 | 31.80 |
| BlackRock Russell 2000ˆ® Value F | 0.00 | 31.80 |
| Brandywine Diversified Small Cap GT | 32.76 | 31.74 |
| BlackRock Russell 2000 Value Index Fd 6 | 31.81 | 31.65 |
| BlackRock Russell 2000 Value Index Fd 8 | 31.80 | 31.63 |
| State St Russell Sm Cpˆ® Val Indx NL Cl A | 18.63 | 31.45 |
| State St Russell Sm Cpˆ® Val Indx NL Cl C | -6.00 | 31.40 |
| BlackRock Russell 2000 Value Index Fd 31 | 31.79 | 31.32 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Brandywine Diversified Small Cap BIT | 18.40 | 17.48 |
| Brandywine Diversified Small Cap GT | 18.32 | 17.39 |
| Edge SMID Cap Value Equity Fund | 17.03 | 15.97 |
| FMT/DFA U.S. Small Cap Value R1 | 0.00 | 15.76 |
| Invesco US Quantitative Sm Val Tr Cl 3 | 0.00 | 15.74 |
| Brandywine Diversified Sm Cap Select BIT | 16.63 | 15.72 |
| Victory Small Cap Value 75 | 0.00 | 15.68 |
| FMT/DFA U.S. Targeted Value R1 | 0.00 | 15.55 |
| Victory Small Cap Value Collective Fund | 16.54 | 15.34 |
| BlackRock Russell 2000ˆ® Value F | 0.00 | 15.29 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 1 year gross return | 1 year net return |
|---|---|---|
| American Century US Mid Cp Val Eq N | 0.00 | 23.91 |
| American Century US Mid Cap Value Eq Tr | 0.00 | 23.48 |
| FMT/American Century Mid Cap Value R1 | 0.00 | 22.66 |
| Victory Mid Cap Value Collective Fd 80-F | 0.00 | 21.50 |
| FMT/DFA U.S. Vector Equity R1 | 0.00 | 20.03 |
| RidgeWorth Mid-Cap Value Equity | 0.00 | 19.95 |
| FMT/iShares Russell Mid-Cap Value Idx R1 | 0.00 | 18.79 |
| Wilmington Trust MdCp Fdmtl Val Pt Cl 0 | 17.95 | 17.86 |
| Wilmington Trust MdCp Fdmtl Val Pt Cl R | 17.97 | 17.22 |
| Wilmington Trust MdCp Fdmtl Val Pt Cl 35 | 0.00 | 16.83 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 5 year gross return | 5 year net return |
|---|---|---|
| American Century US Mid Cap Value Eq Tr | 0.00 | 16.62 |
| TSW Mid Cap Value 200 | 0.00 | 16.58 |
| FMT/American Century Mid Cap Value R1 | 0.00 | 15.94 |
| Victory Mid Cap Value Collective Fd 80-F | 0.00 | 15.84 |
| Wilmington Trust MdCp Fdmtl Val Pt Cl 0 | 15.83 | 15.72 |
| Wilmington Trust MdCp Fdmtl Val Pt Cl R | 15.87 | 15.16 |
| FMT/iShares Russell Mid-Cap Value Idx R1 | 0.00 | 15.09 |
| RidgeWorth Mid-Cap Value Equity | 0.00 | 15.08 |
| FMT/DFA U.S. Vector Equity R1 | 0.00 | 14.82 |
| FMT/Vanguard Selected Value R1 | 0.00 | 13.85 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Artisan Value Equity Trust | 0.00 | 29.57 |
| DRZ Value Equity Collective Invmt Tr A | 0.00 | 28.84 |
| DePrince, Race & Zollo, Lg-Cap Val CIT | 29.39 | 28.63 |
| JPMCB U.S. Active Value Fund Inv | 0.00 | 22.92 |
| FMT Global Infrastructure R1 | 0.00 | 21.58 |
| FMT/Dodge & Cox Stock R1 | 0.00 | 20.96 |
| Schwab Instl Lrg Cap Value Tr Fd-Instl | 20.98 | 20.52 |
| Schwab Instl Lrg Cap Value Tr Fd-Ret | 20.98 | 20.22 |
| American Century US Value Yield Eq Tr 2 | 0.00 | 20.22 |
| American Century US Value Yield Eq Tr 1 | 0.00 | 20.02 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB U.S. Active Value Fund Inv | 0.00 | 17.62 |
| FMT/Dodge & Cox Stock R1 | 0.00 | 16.61 |
| Schwab Instl Lrg Cap Value Tr Fd-Instl | 16.94 | 16.50 |
| FMT/DFA U.S. Large Cap Value R1 | 0.00 | 16.26 |
| Schwab Instl Lrg Cap Value Tr Fd-Ret | 16.94 | 16.20 |
| The Boston US Dynamic Large Cap Value CF | 16.87 | 16.11 |
| FMT/DFA U.S. Large Cap Value III R1 | 0.00 | 15.94 |
| JPMCB U.S. All Cap Value Inv | 0.00 | 15.93 |
| The Boston US Dynamic Large Cap Value EB | 16.66 | 15.91 |
| Wellington CIF II Research Value | 16.25 | 15.68 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Champlain Small Company Fund, LLC | 29.76 | 28.53 |
| FMT Small Cap Diversified Equity R1 | 0.00 | 21.34 |
| Wells Fargo/Multi-Manager Sm Cap F | 21.26 | 21.26 |
| Wells Fargo/Multi-Manager Sm Cap N | 0.00 | 21.15 |
| Wells Fargo/Multi-Manager Sm Cap TR | 20.88 | 20.88 |
| Wellington CIF II Small Cap 2000 S1 | 20.97 | 19.96 |
| Small Cap Strategic Allocation Fund | 0.00 | 18.78 |
| Hillsdale US Performance Equity Fund | 24.54 | 18.57 |
| Eaton Vance Small Cap Core Eq CIT | 19.15 | 18.15 |
| Kennedy Cap Small Cap Core CIF Cl A | 0.00 | 17.28 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Hillsdale US Performance Equity Fund | 19.21 | 16.79 |
| Wellington CIF II Small Cap 2000 S1 | 17.64 | 16.65 |
| FMT Small Cap Diversified Equity R1 | 0.00 | 16.23 |
| FIAM Small Company Pool | 16.41 | 15.49 |
| FMT SMID Diversified Growth R1 | 0.00 | 15.21 |
| Champlain Small Company Fund, LLC | 16.28 | 15.15 |
| BlackRock Russell 2000ˆ® Growth F | 0.00 | 14.01 |
| State St Russell Sm Capˆ® Gr Indx NL Cl A | 0.00 | 13.75 |
| State St Russell Sm Capˆ® Gr Indx NL Cl C | 0.00 | 13.70 |
| BlackRock Russell 2000 Growth Index Fd 6 | 13.67 | 13.54 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| The Boston US Small-Mid Cap Opp Val EB | 24.67 | 23.57 |
| Champlain Mid Cap Fund, LLC | 20.05 | 19.06 |
| FMT/Neuberger Berman Genesis R1 | 0.00 | 17.96 |
| The DGI Growth, R1 | 0.00 | 17.49 |
| Aon Hewitt Small & Mid Cap Equity I | 0.00 | 17.27 |
| Aon Hewitt Small & Mid Cap Equity 1 | 0.00 | 17.16 |
| S/M Cp Cor Eq Collective Invmt M | 0.00 | 16.72 |
| S/M Cp Cor Eq Collective Invmt Fund | 17.30 | 16.55 |
| S/M Cp Cor Eq Collective Invmt F | 0.00 | 16.42 |
| BNY Mellon Market Completion Fund UC1 | 15.87 | 15.78 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Mid Cap Opportunity S2 | 16.72 | 16.17 |
| Wellington CIF II Mid Cap Opportunity S1 | 16.72 | 15.95 |
| Champlain Mid Cap Fund, LLC | 16.11 | 15.15 |
| FMT/T. Rowe Price Mid-Cap Growth R1 | 0.00 | 14.45 |
| FMT Mid Cap Growth R1 | 0.00 | 14.35 |
| BNY Mellon Market Completion Fund UC1 | 14.38 | 14.30 |
| CCI SMID Cap Growth Equity Fund | 14.92 | 13.96 |
| Mid Cap Strategic Allocation Fund | 0.00 | 13.39 |
| Delaware SMID Cap Growth (CIT) | 0.00 | 13.27 |
| Horizon Core Value Fund Class A | 0.00 | 13.06 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM U.S. Total Market Equity CF | 13.10 | 12.54 |
| Benefit Meritage Growth Eq Fund Cl H | 12.49 | 11.44 |
| Aon Hewitt Large Cap Equity I | 0.00 | 11.26 |
| Aon Hewitt Large Cap Equity 1 | 0.00 | 11.15 |
| American Century US Discp Lg Cp Gr N | 0.00 | 9.63 |
| FMT/American Funds Amcap R1 | 0.00 | 8.90 |
| TDA Managed Retirement Aggressive Cl I | 0.00 | 8.73 |
| FMT Large Cap Opportunities R1 | 0.00 | 8.49 |
| TDA Managed Retirement Aggressive Cl II | 0.00 | 8.45 |
| FMT/American Funds Growth Fund of Am R1 | 0.00 | 8.42 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB Growth Advantage | 0.00 | 16.44 |
| Wellington CIF US Research Equity | 16.81 | 16.12 |
| Wellington CIF II Large Cap Research S1 | 16.35 | 15.71 |
| FMT/American Funds Growth Fund of Am R1 | 0.00 | 15.00 |
| Wellington CIF II Growth S1 | 15.55 | 14.93 |
| FIAM U.S. Total Market Equity CF | 15.45 | 14.88 |
| Schwab Instl Lrg Cap Growth Tr Fd-Instl | 15.46 | 14.84 |
| BlackRock Russell 1000ˆ® Growth F | 0.00 | 14.56 |
| State St Russell Lg Cap Grˆ® Indx SL Cl I | 0.00 | 14.54 |
| State St Russell Lg Cap Grˆ® Indx NL Cl A | 0.00 | 14.52 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Comerica SmallCap 600 Inst | 26.54 | 26.54 |
| Comerica SmallCap 600 C | 26.54 | 26.45 |
| Amalgamated Bank LongView 600 SC Idx CF | 26.51 | 26.45 |
| FMT Small Cap Intrinsic Value R1 | 0.00 | 25.23 |
| FMT/DFA U.S. Micro Cap R1 | 0.00 | 24.95 |
| Voya Small Cap Core Trust | 25.36 | 24.44 |
| Transamerica Partners Small Core - CTF | 0.00 | 24.36 |
| Blackrock Russell 2000 Alpha Tilts Fd A | 23.64 | 23.64 |
| BlackRock Russell 2000ˆ® Alpha Tilts F | 0.00 | 23.51 |
| FMT/DFA U.S. Small Cap R1 | 0.00 | 23.02 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock Russell 2000 Alpha Tilts Fd A | 17.46 | 17.46 |
| JPMCB U.S. Small Company Equity Inv | 0.00 | 17.23 |
| Wellington CIF II Small Cap Opps | 18.01 | 17.06 |
| Wilmington Trust Sm Co Divers Val Cl 0 | 17.15 | 16.98 |
| Comerica SmallCap 600 Inst | 16.65 | 16.65 |
| Comerica SmallCap 600 C | 0.00 | 16.57 |
| FIAM Small Cap Core Class J | 17.33 | 16.51 |
| Amalgamated Bank LongView 600 SC Idx CF | 16.55 | 16.50 |
| FIAM Small Cap Core Pool | 17.33 | 16.40 |
| State St US Sm Cap Enhanced SL Cl I | 0.00 | 16.22 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Amalgamated Bank Longview Qnt Mid Cap CF | 22.19 | 21.53 |
| BNY Mellon EB DL Mid Cap Stk Index | 20.87 | 20.81 |
| BlackRock Mid-Cap Equity Index F | 0.00 | 20.80 |
| Comerica MidCap 400 Inst | 20.78 | 20.78 |
| BlackRock Mid Cap Equity Index Fund Cl 0 | 20.77 | 20.77 |
| State St S&P MidCapˆ® Indx SL Cl I | 0.00 | 20.77 |
| BNY Mellon EB DL Mid Cap Stk Index UC2 | 20.83 | 20.77 |
| Legal & General S&P 400ˆ® | 0.00 | 20.75 |
| Blackrock Mid Cap Eq Idx Fund CF | 20.81 | 20.74 |
| Wells Fargo/BlackRock S&P MidCap Idx F | 20.73 | 20.73 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Amalgamated Bank Longview Qnt Mid Cap CF | 18.32 | 17.68 |
| QMA US Mid Cap Core Equity Fund | 17.88 | 17.24 |
| Transamerica Partners Mid Value - CTF | 0.00 | 16.49 |
| BNY Mellon EB DO Mid Cap Core | 17.05 | 16.36 |
| BNY Mellon EB DL Mid Cap Stk Index | 16.33 | 16.26 |
| BNY Mellon EB DL Mid Cap Stk Index UC2 | 16.32 | 16.22 |
| BlackRock Mid-Cap Equity Index F | 0.00 | 15.40 |
| State St S&P MidCapˆ® Indx SL Cl I | 0.00 | 15.39 |
| FIAM Small/Mid Cap Core Pool | 16.13 | 15.38 |
| Comerica MidCap 400 Inst | 15.35 | 15.35 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| S&P 500 Equal Weight Equity Index F | 0.00 | 16.75 |
| JENNISON OPPORTUNISTIC EQUITY FUND 4 | 0.00 | 15.51 |
| Blackrock Alpha Advantage 3000 | 15.92 | 15.49 |
| Diamond Hill Large Cap Portfolio 0 | 15.28 | 15.25 |
| Wilmington Trust Fdmtl Val Port Cl 0 | 15.26 | 15.18 |
| StarCore U.S. Fundˆ® | 14.70 | 14.70 |
| Diamond Hill Large Cap Portfolio 55 | 15.27 | 14.62 |
| Stadion Domestic Equity 0 | 0.00 | 14.53 |
| BNY Mellon EB DV Dynamic U.S. Equity | 14.90 | 14.50 |
| State St Real Asset NL Cl A | 0.00 | 14.37 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| State St Nasdaq-100 Indxˆ® NL Cl A | 20.01 | 17.88 |
| BNY Mellon EB DV Dynamic U.S. Equity | 18.32 | 17.87 |
| State St Nasdaq-100 Indxˆ® NL Cl C | 0.00 | 17.82 |
| JPMCB U.S. Active Core Equity Inv | 0.00 | 16.38 |
| QMA US All Cap Core Equity Fund | 16.45 | 16.05 |
| QMA US Core Equity Fund | 16.34 | 15.94 |
| BlackRock Active Stock F | 0.00 | 15.71 |
| JPMCB U.S. Analyst Inv | 0.00 | 15.66 |
| Amalgamated Bank LongView Quant. LC CF | 15.93 | 15.59 |
| JPMCB Intrepid America Fund Inv | 0.00 | 15.40 |
Source: Morningstar Separate Account/CIT Fund Database
| Long/Short Equity | 1 year gross return | 1 year net return |
|---|---|---|
| Blackrock Alpha Advantage 500 | 10.36 | 9.98 |
| Swan Defined Risk Moderate Growth 2 | 0.00 | 8.02 |
| Swan Defined Risk Moderate 2 | 0.00 | 7.05 |
| QMA US MARKET PARTICIPATION STRATEGY 1 | 0.00 | 5.78 |
| QMA US MARKET PARTICIPATION STRATEGY 2 | 0.00 | 5.47 |
| JPMCB Opp Eq Long/Short Invest Cl | 0.00 | 0.00 |
| Swan Defined Risk Moderate 1 | 0.00 | 0.00 |
| WealthMark Principal Preservation | 0.00 | 0.00 |
| Swan Defined Risk Moderate Growth 1 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long/Short Equity | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock Alpha Advantage 500 | 16.18 | 15.78 |
| Swan Defined Risk Moderate Growth 2 | 0.00 | 0.00 |
| Swan Defined Risk Moderate 2 | 0.00 | 0.00 |
| QMA US MARKET PARTICIPATION STRATEGY 1 | 0.00 | 0.00 |
| QMA US MARKET PARTICIPATION STRATEGY 2 | 0.00 | 0.00 |
| JPMCB Opp Eq Long/Short Invest Cl | 0.00 | 0.00 |
| Swan Defined Risk Moderate 1 | 0.00 | 0.00 |
| WealthMark Principal Preservation | 0.00 | 0.00 |
| Swan Defined Risk Moderate Growth 1 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Leveraged Net Long | 1 year gross return | 1 year net return |
|---|---|---|
| JPMCB U.S. Active Core Plus Equity Inv | 0.00 | 10.94 |
| Analytic Core Eq Plus (SP500) | 10.14 | 9.64 |
| JPMCB U.S. Research Plus Fund Inv | 0.00 | 9.16 |
Source: Morningstar Separate Account/CIT Fund Database
| Leveraged Net Long | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB U.S. Active Core Plus Equity Inv | 0.00 | 16.45 |
| Analytic Core Eq Plus (SP500) | 16.31 | 15.76 |
| JPMCB U.S. Research Plus Fund Inv | 0.00 | 14.75 |
Source: Morningstar Separate Account/CIT Fund Database
| World Stock | 1 year gross return | 1 year net return |
|---|---|---|
| KBI DST Water Fund | 15.77 | 14.80 |
| Sloy, Dahl & Holst Aggressive 1 | 0.00 | 12.80 |
| Wells Fargo/SSGA Global Equity Index G | 0.00 | 12.34 |
| FMT/DFA Global Equity R1 | 0.00 | 12.26 |
| Advice Portfolios High Growth Fund R | 0.00 | 10.99 |
| Wellington CIF II Global Perspectives | 10.80 | 10.75 |
| Advice Portfolios High Growth Fund R3 | 0.00 | 10.74 |
| Advice Portfolios High Growth Fund R2 | 0.00 | 10.67 |
| Partners Group Private Equity (DC) B | 0.00 | 10.53 |
| JPMCB Global Focus Fund Inv | 0.00 | 9.64 |
Source: Morningstar Separate Account/CIT Fund Database
| World Stock | 5 year gross return | 5 year net return |
|---|---|---|
| Thornburg Global Equity Income Fund CIT | 0.00 | 15.01 |
| Wellington CIF II Global Perspectives | 14.81 | 14.53 |
| JPMCB Diversified Equity Fund | 0.00 | 12.10 |
| Wellington CIF Global Research Equity | 12.72 | 11.89 |
| FMT/American Funds Small Cap World R1 | 0.00 | 11.71 |
| FMT/DFA Global Equity R1 | 0.00 | 11.45 |
| Harris Assoc Oakmark Glbl Collective Tr | 0.00 | 11.22 |
| FMT/American Funds New Perspective R1 | 0.00 | 11.09 |
| Johnston Global Equity Group Trust | 11.63 | 10.97 |
| JPMCB Global Focus Fund Inv | 0.00 | 10.74 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Sprucegrove U.S. International Pool | 12.33 | 11.39 |
| Northern Tr Pzena Int Ex Va ACWI EX US 1 | 0.00 | 8.18 |
| FMT/DFA International Value R1 | 0.00 | 7.96 |
| Wilmington Trust Intl Fdmtl Val Pr Cl 0 | 8.03 | 7.85 |
| Wilmington Trust Intl Fdmtl Val Pr Cl R | 0.00 | 7.26 |
| FMT International Value Opportunities R1 | 0.00 | 7.19 |
| Brandes International Equity Fund 7 | 6.38 | 5.73 |
| LSV Asset Mgt Intl Lg Cap Val Eq Trust | 5.56 | 4.79 |
| Delaware Intl Val Strat (CIT 70) | 0.00 | 4.58 |
| Amer Cent Non-US Discp Lg Cp Val N | 0.00 | 2.99 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| Pictet International Equity Fund LLC | 9.03 | 8.11 |
| The Boston International CF | 8.85 | 7.98 |
| LSV Asset Mgt Intl Lg Cap Val Eq Trust | 8.74 | 7.97 |
| Wilmington Trust Intl Fdmtl Val Pr Cl 0 | 8.02 | 7.82 |
| Brandes International Equity Fund 7 | 8.01 | 7.43 |
| FMT/DFA International Value R1 | 0.00 | 5.89 |
| Sprucegrove U.S. International Pool | 6.61 | 5.67 |
| Templeton Intl Equity CF | 5.56 | 4.92 |
| FMT International Value Opportunities R1 | 0.00 | 4.63 |
| LongView Intl. Value Eq Coll Fund | 6.81 | 3.97 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| State St S&P Gbl LgMdCp NR Idx NL Cl A | 0.00 | 31.01 |
| Morningstar Emerging Market Index G | 0.00 | 10.65 |
| Fisher Investments All World Equity 3 | 0.00 | 9.40 |
| Harris Assoc Oakmark Intl Collective 1 | 0.00 | 8.29 |
| FMT/Dodge & Cox International R1 | 0.00 | 7.96 |
| Blackrock Curr Hedged EAFE Idx CF | 6.56 | 6.41 |
| StarCore International Fundˆ® | 6.27 | 6.27 |
| Comerica Foreign Equity CIT - Inst Class | 5.49 | 5.49 |
| BlackRock MSCI ACWI ex-U.S. Index F | 0.00 | 5.38 |
| State St Gbl Eq ex US Indx SL Cl I | 0.00 | 5.37 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| MFSˆ® International Value CIT Cl 1 | 0.00 | 11.93 |
| JPMCB Intrepid International Fund Inv | 0.00 | 8.26 |
| State St Gbl Sm Cp Eq ex-US Indx NL Cl A | 0.00 | 8.22 |
| AQR International Equity World ex US | 8.91 | 8.21 |
| QMA International Core Equity Fund | 8.34 | 7.75 |
| Waddell & Reed Intl Core Eq CIT 2 | 0.00 | 7.64 |
| Sanderson Asset Mgt Intl Val Eq | 8.71 | 7.62 |
| FMT/Dodge & Cox International R1 | 0.00 | 7.60 |
| GlobeFlex International All Cap CF | 8.18 | 7.42 |
| JPMCB International Opportunities Inv | 0.00 | 7.41 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Capital Group Intl All Countries Eq DB | 6.09 | 5.36 |
| Capital Group Intl All Countries Eq DC-T | 6.01 | 5.27 |
| American Century US Lg Cp Grwth Eq N | 0.00 | 4.99 |
| MFSˆ® International Growth Equity CIT | 0.00 | 3.58 |
| MFSˆ® International Growth Equity CL 1 | 0.00 | 3.58 |
| MFSˆ® International Growth Equity CL 4 | 0.00 | 3.00 |
| BlackRock Intl Multi-cap Equity F | 0.00 | 2.87 |
| MFSˆ® International Growth Eq CIT-Cl 2 | 0.00 | 2.81 |
| Capital Group Int’l Equity DC Unit T | 3.24 | 2.52 |
| Capital Group Int'l Equity DB Fund | 2.85 | 2.13 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| William Blair International Growth CIT | 8.04 | 7.18 |
| MFSˆ® International Growth Equity CL 1 | 0.00 | 6.93 |
| MFSˆ® International Growth Equity CIT | 0.00 | 6.92 |
| FMT/American Funds Europacific R1 | 0.00 | 6.83 |
| Wilmington Trust Intl Growth Port Cl 0 | 6.89 | 6.65 |
| Artisan International Growth Trust - T1 | 7.59 | 6.62 |
| Capital Group Int’l Equity DC Unit T | 7.25 | 6.40 |
| Johnston Intl Equity Group Trust | 7.08 | 6.40 |
| Capital Group Int'l Equity DB Fund | 7.20 | 6.35 |
| MFSˆ® International Growth Equity CL 4 | 0.00 | 6.26 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Value | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/DFA Intl Small Cap Value R1 | 0.00 | 7.51 |
| Templeton International Smaller Co CF | -0.23 | -0.97 |
| AQR International Equity Cl C | 0.00 | 0.00 |
| AQR International Equity Cl B | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Value | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/DFA Intl Small Cap Value R1 | 0.00 | 11.12 |
| Templeton International Smaller Co CF | 9.09 | 8.36 |
| AQR International Equity Cl C | 0.00 | 0.00 |
| AQR International Equity Cl B | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Growth | 1 year gross return | 1 year net return |
|---|---|---|
| MFSˆ® International Small Cap CIT-Class 1 | 0.00 | 1.25 |
| MFSˆ® International Small Cap CIT-Class 4 | 0.00 | 0.48 |
| Rainier Small Cap International Equity L | 0.00 | -4.90 |
| Axiom International Sm Cp Equity Tr Cl 2 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Growth | 5 year gross return | 5 year net return |
|---|---|---|
| MFSˆ® International Small Cap CIT-Class 1 | 0.00 | 0.00 |
| MFSˆ® International Small Cap CIT-Class 4 | 0.00 | 0.00 |
| Rainier Small Cap International Equity L | 0.00 | 0.00 |
| Axiom International Sm Cp Equity Tr Cl 2 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Europe Stock | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Europe Growth Pool | -4.06 | -4.73 |
Source: Morningstar Separate Account/CIT Fund Database
| Europe Stock | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Europe Growth Pool | 6.80 | 6.05 |
Source: Morningstar Separate Account/CIT Fund Database
| Pacific/Asia ex-Japan Stk | 1 year gross return | 1 year net return |
|---|---|---|
| NT MSCI AC Asia ex Japan-ND | 5.53 | 8.68 |
| Edgbaston Asian Equity Trust | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Pacific/Asia ex-Japan Stk | 5 year gross return | 5 year net return |
|---|---|---|
| NT MSCI AC Asia ex Japan-ND | 0.00 | 0.00 |
| Edgbaston Asian Equity Trust | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Diversified Emerging Mkts | 1 year gross return | 1 year net return |
|---|---|---|
| BlackRock FTSE RAFI Emerging Index NL F | 0.00 | 31.46 |
| Polunin Developing Countries 1 | 0.00 | 22.13 |
| Lazard/Wilmington Emrg Mkts Sudan Free A | 22.73 | 21.32 |
| Lazard/Wilmington Emerging Markets D | 22.23 | 21.26 |
| Lazard/Wilmington Emerging Markets C | 22.24 | 21.15 |
| Lazard/Wilmington Emerging Markets B | 22.25 | 21.03 |
| Lazard/Wilmington Emerging Markets A | 22.26 | 20.92 |
| FMT/DFA Emerging Markets Value R1 | 0.00 | 19.36 |
| The Boston Emerging Markets Equity CF | 19.01 | 17.73 |
| LSV Asset Mgt Emg Mkts Val Eq Fund LP | 18.63 | 17.50 |
Source: Morningstar Separate Account/CIT Fund Database
| Diversified Emerging Mkts | 5 year gross return | 5 year net return |
|---|---|---|
| Russell Frontier Markets Equity Fund | 0.00 | 7.38 |
| FMT/DFA Emerging Markets Small-Cap R1 | 0.00 | 4.56 |
| OFIGTC Emerging Markets Equity A | 0.00 | 4.00 |
| Emerging Markets Fund | 0.00 | 3.04 |
| LSV Asset Mgt Emg Mkts Val Eq Fund LP | 3.54 | 2.55 |
| Lazard/Wilmington Emerging Markets D | 3.36 | 2.54 |
| FIAM Select Emerging Mkts Eq Pool | 3.33 | 2.51 |
| City of London Global Emg Mkts Fund | 3.75 | 2.49 |
| Lazard/Wilmington Emerging Markets C | 3.36 | 2.44 |
| Lazard/Wilmington Emrg Mkts Sudan Free A | 3.58 | 2.40 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| BlackRock Developed Real Estate Idx F | 0.00 | 5.41 |
| Aon Hewitt Global Real Estate I | 0.00 | 5.39 |
| BlackRock Developed Real Estate Idx NL F | 0.00 | 4.91 |
| AEW Gl Property Secs Master Tr-DC Plan B | 0.00 | 4.41 |
| AEW Gl Property Secs Master Tr-DC Plan A | 0.00 | 4.34 |
| Cohen & Steers Global Realty CIT | 0.00 | 4.22 |
| RREEF Global Real Estate Sec Cmgld Fund | 4.10 | 4.10 |
| State St Gbl Real Estate Sec Idx NL Cl A | 0.00 | 3.51 |
| RREEF Global Real Estate Sec CF-A | 3.32 | 3.32 |
| FMT/DFA Int'l Real Estate Securities R1 | 0.00 | 2.29 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Real Estate | 5 year gross return | 5 year net return |
|---|---|---|
| RREEF Global Real Estate Sec Cmgld Fund | 10.70 | 10.70 |
| PGI Global Property Securities Fund | 11.32 | 10.55 |
| BlackRock Developed Real Estate Idx F | 0.00 | 10.21 |
| RREEF Global Real Estate Sec CF-A | 9.92 | 9.92 |
| State St Gbl Real Estate Sec Idx NL Cl A | 0.00 | 9.66 |
| Voya Global Real Estate | 8.46 | 8.17 |
| FMT/DFA Int'l Real Estate Securities R1 | 0.00 | 8.05 |
| JPMCB Int'l Real Estate Securities Inv | 0.00 | 7.70 |
| Aon Hewitt Global Real Estate I | 0.00 | 0.00 |
| BlackRock Developed Real Estate Idx NL F | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| World Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Loomis Sayles MFD Class C | 0.00 | 9.92 |
| FMT/Templeton International Bond Fund R1 | 0.00 | 6.91 |
| Franklin Templeton Global Bond Plus (CF) | 6.58 | 6.15 |
| PIMCO Global Advantage Strategy CIT II | 0.00 | 5.92 |
| PIMCO Global Advantage Strategy III CIT | 0.00 | 5.68 |
| Brandywine Global Opportun Fxd BGIMT | 5.75 | 5.20 |
| American Century Glbl F/I N | 0.00 | 4.55 |
| Brandywine Intl Opportunistic Fxd BIT | 4.45 | 3.87 |
| Loomis Sayles Global CIT Class D | 0.00 | 3.32 |
| Brandywine Global Fixed Income BIT | 3.59 | 3.04 |
Source: Morningstar Separate Account/CIT Fund Database
| World Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Franklin Templeton Global Bond Plus (CF) | 4.43 | 3.92 |
| Brandywine Global Opportun Fxd BGIMT | 2.93 | 2.37 |
| Brandywine Intl Opportunistic Fxd BIT | 2.67 | 2.10 |
| JPMCB International Rates Fund Inv | 0.00 | 1.89 |
| FMT/DFA Five-Year Global F/I R1 | 0.00 | 1.70 |
| FMT/Templeton International Bond Fund R1 | 0.00 | 1.67 |
| Brandywine Global Fixed Income BIT | 2.10 | 1.55 |
| Brandywine Global Fixed Income GT | 1.95 | 1.39 |
| Brandywine Global Fixed Income BGIMT | 1.79 | 1.34 |
| BW Global Investment Grade Fixed Inc R1 | 0.00 | 0.88 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Navigator Fixd Inc Total Ret Fd Fee Cl 5 | 18.40 | 17.63 |
| Navigator Fixd Inc Total Ret Fd Fee Cl 8 | 0.00 | 17.42 |
| Navigator Fixd Inc Total Ret Fd Fee Cl 1 | 0.00 | 17.35 |
| State St US HY Bnd Indx NL Cl A | 0.00 | 16.46 |
| Transamerica High Yield Bond - CTF | 0.00 | 16.10 |
| JPMCB Corporate High Yield Inv | 0.00 | 14.98 |
| Capital Group Global High Yield FI DB Fd | 15.74 | 14.94 |
| American Century US Hi-Yld Corp Bd N | 0.00 | 14.46 |
| FIAM High Yield Core Institutional CF | 14.78 | 14.22 |
| JPMCB High Yield Fund Inv | 0.00 | 13.67 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Transamerica High Yield Bond - CTF | 0.00 | 7.78 |
| Columbia Trust U.S. High Yield Bond Fund | 8.15 | 7.66 |
| JPMCB Corporate High Yield Inv | 0.00 | 7.60 |
| Eaton Vance EB High Yield I | 8.10 | 7.56 |
| Prudential High Yield Fund 1 | 0.00 | 7.27 |
| JPMCB High Yield Fund Inv | 0.00 | 7.11 |
| Prudential High Yield Fund 3 | 0.00 | 6.89 |
| Prudential High Yield Fund 6 | 0.00 | 6.82 |
| Prudential High Yield Fund 4 | 0.00 | 6.80 |
| Prudential High Yield Fund 5 | 0.00 | 6.73 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| Diversified Ret Interm Govt/Credit Tr | 0.00 | 2.17 |
| FMT/Vanguard GNMA R1 | 0.00 | 1.56 |
| RiverSource Trust Government Income | 0.00 | 1.34 |
| State St Int US Gov Bnd Indx NL Cl A | 0.00 | 1.01 |
| State St US Gov Indx NL Cl C | 0.00 | 0.96 |
| FMT US Government Securities R1 | 0.00 | 0.92 |
| Western Asset Core Bond CIF R1 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 5 year gross return | 5 year net return |
|---|---|---|
| RiverSource Trust Government Income | 0.00 | 1.67 |
| FMT/Vanguard GNMA R1 | 0.00 | 1.58 |
| State St US Gov Indx NL Cl C | 0.00 | 1.13 |
| FMT US Government Securities R1 | 0.00 | 1.02 |
| State St Int US Gov Bnd Indx NL Cl A | 0.00 | 1.00 |
| Diversified Ret Interm Govt/Credit Tr | 0.00 | 0.00 |
| Western Asset Core Bond CIF R1 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| JPMCB Public Bond Fund Inv | 0.00 | 17.38 |
| Loomis Sayles Core Plus Fixed Income B | 0.00 | 7.26 |
| Brandes Core Plus Fixed Income Fund 0IM | 0.00 | 7.08 |
| Loomis Sayles Core Plus Fixed Income D | 0.00 | 7.04 |
| Loomis Sayles Core Plus Fixed Income C | 0.00 | 6.96 |
| Brandes Core Plus Fixed Income Fund 4 | 7.19 | 6.87 |
| Invesco Core Plus Fixed Income Trust | 0.00 | 6.44 |
| FIAM Core Plus Class F | 6.58 | 6.31 |
| FIAM Core Plus Class E | 6.54 | 6.22 |
| FIAM Core Plus Pool | 6.53 | 6.21 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB Mortgage Credit Opportunity Inv | 0.00 | 7.10 |
| JPMCB Public Bond Fund Inv | 0.00 | 6.22 |
| Prudential Core Plus Bond Inst 1 | 0.00 | 4.68 |
| Brandes Core Plus Fixed Income Fund 4 | 4.93 | 4.61 |
| Loomis Sayles Core Plus Fixed Income B | 0.00 | 4.57 |
| Prudential Core Plus Bond Fund 2 | 0.00 | 4.52 |
| Invesco Core Plus Fixed Income Trust | 0.00 | 4.48 |
| Prudential Core Plus Bond Fund 3 | 0.00 | 4.36 |
| Transamerica Short Horizon - CTF | 0.00 | 4.36 |
| Prudential Core Plus Bond Fund 4 | 0.00 | 4.26 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 1 year gross return | 1 year net return |
|---|---|---|
| Columbia Trust Short Dur U.S. Gvmt Fd II | 1.78 | 1.37 |
| BlackRock Interm Govt Bond Index F | 0.00 | 1.25 |
| Smith Breeden High Credit Qual Short Dur | 1.46 | 1.13 |
| BlackRock 1-3 Year Govt Bond Index F | 0.00 | 1.00 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 1.02 | 0.98 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 0.99 | 0.89 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 0.99 | 0.87 |
| State St US Short Trm Tres Indx NL Cl A | 0.00 | 0.85 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 0.99 | 0.64 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 1.00 | 0.49 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 5 year gross return | 5 year net return |
|---|---|---|
| Columbia Trust Short Dur U.S. Gvmt Fd II | 1.79 | 1.38 |
| BlackRock Interm Govt Bond Index F | 0.00 | 1.20 |
| Smith Breeden High Credit Qual Short Dur | 1.39 | 1.00 |
| BlackRock 1-3 Year Govt Bond Index F | 0.00 | 0.71 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 0.72 | 0.68 |
| State St US Short Trm Tres Indx NL Cl A | 0.00 | 0.55 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 0.63 | 0.52 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 0.63 | 0.50 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 0.63 | 0.27 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 0.64 | 0.12 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Fisher Investments U.S. Fixed Income 3 | 0.00 | 5.13 |
| Reliance Trust Moderate Cash Balance 0 | 0.00 | 3.22 |
| Amalgamated Ultra Construction Loan | 4.09 | 3.05 |
| Reliance Trust Mod Cash Balance Cl 1 | 0.00 | 2.91 |
| Christian Bros CUIT Opportunistic Bond A | 3.21 | 2.52 |
| Wilmington Trust Short Dur Port Cl 0 | 2.26 | 2.16 |
| Voya Short Duration High Quality Trust | 1.76 | 2.02 |
| Christian Bros CUIT Short Bond Fund | 2.33 | 1.98 |
| Transamerica High Quality Bond - CTF | 0.00 | 1.90 |
| VT Vantagepoint Low Dur Bond R5 | 0.00 | 1.84 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Amalgamated Ultra Construction Loan | 8.95 | 7.87 |
| Voya Short Duration High Quality Trust | 1.43 | 1.71 |
| Transamerica High Quality Bond - CTF | 0.00 | 1.66 |
| Wilmington Trust Short Dur Port Cl 0 | 1.73 | 1.63 |
| Christian Bros CUIT Short Bond Fund | 1.91 | 1.59 |
| VT Vantagepoint Low Dur Bond R5 | 0.00 | 1.47 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 1.36 |
| FIAM Short Duration Pool | 1.53 | 1.29 |
| Associated Short Term Bond Fund | 0.99 | 0.99 |
| BlackRock 1-3 Year Govt/Credit Bd Idx F | 0.00 | 0.96 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Leveraged Loan Pool | 10.54 | 10.00 |
| Wells Fargo/Galliard Ultra-Short Bd G | 0.00 | 1.27 |
| FMT/DFA One-Year F/I R1 | 0.00 | 0.47 |
| Amer Cent Cash and Cash Equivalent N | 0.00 | 0.42 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.40 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Leveraged Loan Pool | 6.55 | 6.02 |
| FMT/DFA One-Year F/I R1 | 0.00 | 0.18 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.38 |
| Wells Fargo/Galliard Ultra-Short Bd G | 0.00 | 0.00 |
| Amer Cent Cash and Cash Equivalent N | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 1 year gross return | 1 year net return |
|---|---|---|
| Prudential Long Term Gov/Cred Bond Fd 1 | 0.00 | 7.44 |
| Prudential Long Term Gov/Cred Bond Fd 2 | 0.00 | 7.15 |
| Prudential Long Term Gov/Cred Bond Fd 3 | 0.00 | 7.04 |
| Wells Fargo Liability Driven Sol III F | 0.00 | 4.54 |
| Blackrock Long Govt Bond Idx Fund CF | 1.68 | 1.64 |
| Blackrock 20+ Treas Bond Idx CF | 1.58 | 1.54 |
| BlackRock 20+ Treasury Bond F | 0.00 | 1.53 |
| BlackRock Long Term Govt Bond Index NL F | 0.00 | 1.46 |
| BNY Mellon EB LT Govt Bond Index | 1.46 | 1.42 |
| State St US Lg Gov Bnd Indx SL Cl I | -6.43 | 1.40 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| Prudential Long Term Gov/Cred Bond Fd 1 | 0.00 | 4.68 |
| Prudential Long Term Gov/Cred Bond Fd 2 | 0.00 | 4.39 |
| Prudential Long Term Gov/Cred Bond Fd 3 | 0.00 | 4.29 |
| State St US Lg Gov Bnd Indx SL Cl I | 0.00 | 2.58 |
| State St US Lg Treasury Indx NL Cl A | 0.00 | 2.58 |
| BlackRock 20+ Treasury Bond F | 0.00 | 2.57 |
| State St US Lg Gov Bnd Indx NL Cl A | 0.00 | 2.55 |
| BNY Mellon EB LT Govt Bond Index | 2.58 | 2.54 |
| Blackrock Long Govt Bond Idx Fund CF | 1.66 | 1.62 |
| Wells Fargo Liability Driven Sol III F | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Prudential US Long Dur Corp Bond 1 | 0.00 | 11.56 |
| Prudential US Long Dur Corp Bond 3 | 0.00 | 11.25 |
| Prudential US Long Dur Corp Bond 4 | 0.00 | 11.14 |
| Western Asset Long Duration Credit R | 0.00 | 10.70 |
| Western Asset Long Duration Credit R Ins | 0.00 | 10.69 |
| State St US Lg Cred Bnd Indx NL Cl A | 0.00 | 10.57 |
| Blackrock Long Corp Bond Idx CF | 10.43 | 10.34 |
| BNY Mellon EB LT Credit Bond Index | 10.26 | 10.21 |
| JPMCB Long Duration Credit Inv | 0.00 | 10.00 |
| JPMCB Long Credit Fund Inv | 0.00 | 9.78 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Western Asset Long Duration Credit R | 0.00 | 6.91 |
| Prudential US Long Dur Corp Bond 1 | 0.00 | 6.30 |
| Prudential US Long Dur Corp Bond 3 | 0.00 | 6.00 |
| Prudential US Long Dur Corp Bond 4 | 0.00 | 5.89 |
| Loomis Sayles Core Plus Discretion C | 0.00 | 5.74 |
| Prudential US Long Dur Hi Qual Corp Bd 1 | 0.00 | 5.71 |
| JPMCB Long Credit Fund Inv | 0.00 | 5.35 |
| FIAM Long Corporate Pool | 5.61 | 5.35 |
| JPMCB High Quality Long Corporate Inv | 0.00 | 5.35 |
| BNY Mellon EB LT Credit Bond Index | 5.30 | 5.24 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Western Asset Global Strategic Income R3 | 0.00 | 10.85 |
| Lafayette Advs U.S. Bond B | 0.00 | 10.10 |
| Lafayette Advs U.S. Bond A | 0.00 | 9.99 |
| Loomis Sayles MSFD CIT | 10.45 | 9.83 |
| Lafayette Advs U.S. Bond C | 0.00 | 9.70 |
| Pioneer Multi-Sector F/I - T2 | 0.00 | 7.10 |
| FIAM Investment Grade Credit Rep | 5.57 | 5.31 |
| SEI Core Plus Fixed Income Fund CT-1 | 0.00 | 5.17 |
| SEI Core Plus Fixed Income Fund CT-2 | 0.00 | 4.96 |
| Conning-Goodwin Capital Core Pl Bond R1 | 0.00 | 4.72 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Investment Grade Credit Rep | 4.37 | 4.11 |
| FIAM Broad Market Duration Pool | 3.29 | 3.04 |
| BlackRock CorePlus Bond Fund | 2.78 | 2.78 |
| Blackrock CoreActive Bond Fund | 2.71 | 2.56 |
| Western Asset Global Strategic Income R3 | 0.00 | 0.00 |
| Lafayette Advs U.S. Bond B | 0.00 | 0.00 |
| Lafayette Advs U.S. Bond A | 0.00 | 0.00 |
| Loomis Sayles MSFD CIT | 0.00 | 0.00 |
| Lafayette Advs U.S. Bond C | 0.00 | 0.00 |
| Pioneer Multi-Sector F/I - T2 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Navigator Fixd Inc Total Ret Fd Fee Cl 5 | 18.40 | 17.63 |
| Navigator Fixd Inc Total Ret Fd Fee Cl 8 | 0.00 | 17.42 |
| Navigator Fixd Inc Total Ret Fd Fee Cl 1 | 0.00 | 17.35 |
| State St US HY Bnd Indx NL Cl A | 0.00 | 16.46 |
| Transamerica High Yield Bond - CTF | 0.00 | 16.10 |
| JPMCB Corporate High Yield Inv | 0.00 | 14.98 |
| Capital Group Global High Yield FI DB Fd | 15.74 | 14.94 |
| American Century US Hi-Yld Corp Bd N | 0.00 | 14.46 |
| FIAM High Yield Core Institutional CF | 14.78 | 14.22 |
| JPMCB High Yield Fund Inv | 0.00 | 13.67 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Transamerica High Yield Bond - CTF | 0.00 | 7.78 |
| Columbia Trust U.S. High Yield Bond Fund | 8.15 | 7.66 |
| JPMCB Corporate High Yield Inv | 0.00 | 7.60 |
| Eaton Vance EB High Yield I | 8.10 | 7.56 |
| Prudential High Yield Fund 1 | 0.00 | 7.27 |
| JPMCB High Yield Fund Inv | 0.00 | 7.11 |
| Prudential High Yield Fund 3 | 0.00 | 6.89 |
| Prudential High Yield Fund 6 | 0.00 | 6.82 |
| Prudential High Yield Fund 4 | 0.00 | 6.80 |
| Prudential High Yield Fund 5 | 0.00 | 6.73 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| Diversified Ret Interm Govt/Credit Tr | 0.00 | 2.17 |
| FMT/Vanguard GNMA R1 | 0.00 | 1.56 |
| RiverSource Trust Government Income | 0.00 | 1.34 |
| State St Int US Gov Bnd Indx NL Cl A | 0.00 | 1.01 |
| State St US Gov Indx NL Cl C | 0.00 | 0.96 |
| FMT US Government Securities R1 | 0.00 | 0.92 |
| Western Asset Core Bond CIF R1 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 5 year gross return | 5 year net return |
|---|---|---|
| RiverSource Trust Government Income | 0.00 | 1.67 |
| FMT/Vanguard GNMA R1 | 0.00 | 1.58 |
| State St US Gov Indx NL Cl C | 0.00 | 1.13 |
| FMT US Government Securities R1 | 0.00 | 1.02 |
| State St Int US Gov Bnd Indx NL Cl A | 0.00 | 1.00 |
| Diversified Ret Interm Govt/Credit Tr | 0.00 | 0.00 |
| Western Asset Core Bond CIF R1 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| JPMCB Public Bond Fund Inv | 0.00 | 17.38 |
| Loomis Sayles Core Plus Fixed Income B | 0.00 | 7.26 |
| Brandes Core Plus Fixed Income Fund 0IM | 0.00 | 7.08 |
| Loomis Sayles Core Plus Fixed Income D | 0.00 | 7.04 |
| Loomis Sayles Core Plus Fixed Income C | 0.00 | 6.96 |
| Brandes Core Plus Fixed Income Fund 4 | 7.19 | 6.87 |
| Invesco Core Plus Fixed Income Trust | 0.00 | 6.44 |
| FIAM Core Plus Class F | 6.58 | 6.31 |
| FIAM Core Plus Class E | 6.54 | 6.22 |
| FIAM Core Plus Pool | 6.53 | 6.21 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB Mortgage Credit Opportunity Inv | 0.00 | 7.10 |
| JPMCB Public Bond Fund Inv | 0.00 | 6.22 |
| Prudential Core Plus Bond Inst 1 | 0.00 | 4.68 |
| Brandes Core Plus Fixed Income Fund 4 | 4.93 | 4.61 |
| Loomis Sayles Core Plus Fixed Income B | 0.00 | 4.57 |
| Prudential Core Plus Bond Fund 2 | 0.00 | 4.52 |
| Invesco Core Plus Fixed Income Trust | 0.00 | 4.48 |
| Prudential Core Plus Bond Fund 3 | 0.00 | 4.36 |
| Transamerica Short Horizon - CTF | 0.00 | 4.36 |
| Prudential Core Plus Bond Fund 4 | 0.00 | 4.26 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 1 year gross return | 1 year net return |
|---|---|---|
| Columbia Trust Short Dur U.S. Gvmt Fd II | 1.78 | 1.37 |
| BlackRock Interm Govt Bond Index F | 0.00 | 1.25 |
| Smith Breeden High Credit Qual Short Dur | 1.46 | 1.13 |
| BlackRock 1-3 Year Govt Bond Index F | 0.00 | 1.00 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 1.02 | 0.98 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 0.99 | 0.89 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 0.99 | 0.87 |
| State St US Short Trm Tres Indx NL Cl A | 0.00 | 0.85 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 0.99 | 0.64 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 1.00 | 0.49 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 5 year gross return | 5 year net return |
|---|---|---|
| Columbia Trust Short Dur U.S. Gvmt Fd II | 1.79 | 1.38 |
| BlackRock Interm Govt Bond Index F | 0.00 | 1.20 |
| Smith Breeden High Credit Qual Short Dur | 1.39 | 1.00 |
| BlackRock 1-3 Year Govt Bond Index F | 0.00 | 0.71 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 0.72 | 0.68 |
| State St US Short Trm Tres Indx NL Cl A | 0.00 | 0.55 |
| BlackRock 1-3 Year Gov Bd Idx Fd 6 | 0.63 | 0.52 |
| BlackRock 1-3 Year Gov Bd Idx Fd 8 | 0.63 | 0.50 |
| BlackRock 1-3 Year Gov Bd Idx Fd 31 | 0.63 | 0.27 |
| BlackRock 1-3 Year Gov Bd Idx Fd 46 | 0.64 | 0.12 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Fisher Investments U.S. Fixed Income 3 | 0.00 | 5.13 |
| Reliance Trust Moderate Cash Balance 0 | 0.00 | 3.22 |
| Amalgamated Ultra Construction Loan | 4.09 | 3.05 |
| Reliance Trust Mod Cash Balance Cl 1 | 0.00 | 2.91 |
| Christian Bros CUIT Opportunistic Bond A | 3.21 | 2.52 |
| Wilmington Trust Short Dur Port Cl 0 | 2.26 | 2.16 |
| Voya Short Duration High Quality Trust | 1.76 | 2.02 |
| Christian Bros CUIT Short Bond Fund | 2.33 | 1.98 |
| Transamerica High Quality Bond - CTF | 0.00 | 1.90 |
| VT Vantagepoint Low Dur Bond R5 | 0.00 | 1.84 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Amalgamated Ultra Construction Loan | 8.95 | 7.87 |
| Voya Short Duration High Quality Trust | 1.43 | 1.71 |
| Transamerica High Quality Bond - CTF | 0.00 | 1.66 |
| Wilmington Trust Short Dur Port Cl 0 | 1.73 | 1.63 |
| Christian Bros CUIT Short Bond Fund | 1.91 | 1.59 |
| VT Vantagepoint Low Dur Bond R5 | 0.00 | 1.47 |
| FMT/DFA Short-Term Extended Quality R1 | 0.00 | 1.36 |
| FIAM Short Duration Pool | 1.53 | 1.29 |
| Associated Short Term Bond Fund | 0.99 | 0.99 |
| BlackRock 1-3 Year Govt/Credit Bd Idx F | 0.00 | 0.96 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Leveraged Loan Pool | 10.54 | 10.00 |
| Wells Fargo/Galliard Ultra-Short Bd G | 0.00 | 1.27 |
| FMT/DFA One-Year F/I R1 | 0.00 | 0.47 |
| Amer Cent Cash and Cash Equivalent N | 0.00 | 0.42 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.40 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Leveraged Loan Pool | 6.55 | 6.02 |
| FMT/DFA One-Year F/I R1 | 0.00 | 0.18 |
| FMT/SSGA U.S. Treasury Money Market R1 | 0.00 | -0.38 |
| Wells Fargo/Galliard Ultra-Short Bd G | 0.00 | 0.00 |
| Amer Cent Cash and Cash Equivalent N | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 1 year gross return | 1 year net return |
|---|---|---|
| Prudential Long Term Gov/Cred Bond Fd 1 | 0.00 | 7.44 |
| Prudential Long Term Gov/Cred Bond Fd 2 | 0.00 | 7.15 |
| Prudential Long Term Gov/Cred Bond Fd 3 | 0.00 | 7.04 |
| Wells Fargo Liability Driven Sol III F | 0.00 | 4.54 |
| Blackrock Long Govt Bond Idx Fund CF | 1.68 | 1.64 |
| Blackrock 20+ Treas Bond Idx CF | 1.58 | 1.54 |
| BlackRock 20+ Treasury Bond F | 0.00 | 1.53 |
| BlackRock Long Term Govt Bond Index NL F | 0.00 | 1.46 |
| BNY Mellon EB LT Govt Bond Index | 1.46 | 1.42 |
| State St US Lg Gov Bnd Indx SL Cl I | -6.43 | 1.40 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| Prudential Long Term Gov/Cred Bond Fd 1 | 0.00 | 4.68 |
| Prudential Long Term Gov/Cred Bond Fd 2 | 0.00 | 4.39 |
| Prudential Long Term Gov/Cred Bond Fd 3 | 0.00 | 4.29 |
| State St US Lg Gov Bnd Indx SL Cl I | 0.00 | 2.58 |
| State St US Lg Treasury Indx NL Cl A | 0.00 | 2.58 |
| BlackRock 20+ Treasury Bond F | 0.00 | 2.57 |
| State St US Lg Gov Bnd Indx NL Cl A | 0.00 | 2.55 |
| BNY Mellon EB LT Govt Bond Index | 2.58 | 2.54 |
| Blackrock Long Govt Bond Idx Fund CF | 1.66 | 1.62 |
| Wells Fargo Liability Driven Sol III F | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Prudential US Long Dur Corp Bond 1 | 0.00 | 11.56 |
| Prudential US Long Dur Corp Bond 3 | 0.00 | 11.25 |
| Prudential US Long Dur Corp Bond 4 | 0.00 | 11.14 |
| Western Asset Long Duration Credit R | 0.00 | 10.70 |
| Western Asset Long Duration Credit R Ins | 0.00 | 10.69 |
| State St US Lg Cred Bnd Indx NL Cl A | 0.00 | 10.57 |
| Blackrock Long Corp Bond Idx CF | 10.43 | 10.34 |
| BNY Mellon EB LT Credit Bond Index | 10.26 | 10.21 |
| JPMCB Long Duration Credit Inv | 0.00 | 10.00 |
| JPMCB Long Credit Fund Inv | 0.00 | 9.78 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Western Asset Long Duration Credit R | 0.00 | 6.91 |
| Prudential US Long Dur Corp Bond 1 | 0.00 | 6.30 |
| Prudential US Long Dur Corp Bond 3 | 0.00 | 6.00 |
| Prudential US Long Dur Corp Bond 4 | 0.00 | 5.89 |
| Loomis Sayles Core Plus Discretion C | 0.00 | 5.74 |
| Prudential US Long Dur Hi Qual Corp Bd 1 | 0.00 | 5.71 |
| JPMCB Long Credit Fund Inv | 0.00 | 5.35 |
| FIAM Long Corporate Pool | 5.61 | 5.35 |
| JPMCB High Quality Long Corporate Inv | 0.00 | 5.35 |
| BNY Mellon EB LT Credit Bond Index | 5.30 | 5.24 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Western Asset Global Strategic Income R3 | 0.00 | 10.85 |
| Lafayette Advs U.S. Bond B | 0.00 | 10.10 |
| Lafayette Advs U.S. Bond A | 0.00 | 9.99 |
| Loomis Sayles MSFD CIT | 10.45 | 9.83 |
| Lafayette Advs U.S. Bond C | 0.00 | 9.70 |
| Pioneer Multi-Sector F/I - T2 | 0.00 | 7.10 |
| FIAM Investment Grade Credit Rep | 5.57 | 5.31 |
| SEI Core Plus Fixed Income Fund CT-1 | 0.00 | 5.17 |
| SEI Core Plus Fixed Income Fund CT-2 | 0.00 | 4.96 |
| Conning-Goodwin Capital Core Pl Bond R1 | 0.00 | 4.72 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Investment Grade Credit Rep | 4.37 | 4.11 |
| FIAM Broad Market Duration Pool | 3.29 | 3.04 |
| BlackRock CorePlus Bond Fund | 2.78 | 2.78 |
| Blackrock CoreActive Bond Fund | 2.71 | 2.56 |
| Western Asset Global Strategic Income R3 | 0.00 | 0.00 |
| Lafayette Advs U.S. Bond B | 0.00 | 0.00 |
| Lafayette Advs U.S. Bond A | 0.00 | 0.00 |
| Loomis Sayles MSFD CIT | 0.00 | 0.00 |
| Lafayette Advs U.S. Bond C | 0.00 | 0.00 |
| Pioneer Multi-Sector F/I - T2 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Inflation-Protected Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Aon Hewitt Inflation Strategy I | 0.00 | 6.61 |
| Aon Hewitt Inflation Strategy 1 | 0.00 | 6.51 |
| American Century US Infl-Adj Bd N | 0.00 | 5.03 |
| Morningstar - TIPS Index G | 0.00 | 4.87 |
| BlackRock U.S. Trs Infl-Prot Secs F | 0.00 | 4.84 |
| U.S. Treasury Inflation Prot Sec Fund F | 4.83 | 4.79 |
| Prudential Inflation Protected Sec 1 | 0.00 | 4.75 |
| BlackRock U.S. Trs Infl-Prot Secs NL F | 0.00 | 4.73 |
| State St US Infl Protct Bnd Indx SL Cl I | 0.00 | 4.70 |
| BNY Mellon TIPS Index Fund UC1 | 4.71 | 4.68 |
Source: Morningstar Separate Account/CIT Fund Database
| Inflation-Protected Bond | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB Inflation Managed Bond Inv | 0.00 | 1.65 |
| BlackRock U.S. Trs Infl-Prot Secs F | 0.00 | 0.98 |
| U.S. Treasury Inflation Prot Sec Fund F | 0.00 | 0.95 |
| BlackRock U.S. Trs Infl-Prot Secs NL F | 0.00 | 0.89 |
| State St US Infl Protct Bnd Indx SL Cl I | 0.00 | 0.89 |
| Prudential Inflation Protected Sec 1 | 0.00 | 0.87 |
| State St US Infl Protct Bnd Indx NL Cl A | 0.00 | 0.86 |
| State St US Infl Protct Bnd Indx NL Cl C | 0.00 | 0.81 |
| BNY Mellon TIPS Index Fund UC1 | 0.82 | 0.75 |
| Prudential Inflation Protected Sec 2 | 0.00 | 0.66 |
Source: Morningstar Separate Account/CIT Fund Database
| Stable Value | 1 year gross return | 1 year net return |
|---|---|---|
| WTRISC CIT III for Metlife GAC 25554 I | 2.61 | 2.40 |
| Reliance MetLife Series 25157 Cl 0 | 2.92 | 2.32 |
| Reliance MetLife Series 25053 Cl 0 | 2.95 | 2.31 |
| WTRISC CIT III for Metlife GAC 25554 F0 | 2.61 | 2.31 |
| WTRISC CIT III for Metlife GAC 25554 J | 2.61 | 2.29 |
| Columbia Trust Stable Income Bond 2 | 0.00 | 2.28 |
| WTRISC CIT III for Metlife GAC 25554 15 | 2.61 | 2.26 |
| Reliance MetLife Series 25053 Cl 10 | 0.00 | 2.21 |
| WTRISC CIT III for Metlife GAC 25554 25 | 2.61 | 2.16 |
| Reliance MetLife Series 25053 Cl 15 | 0.00 | 2.15 |
Source: Morningstar Separate Account/CIT Fund Database
| Stable Value | 5 year gross return | 5 year net return |
|---|---|---|
| Reliance MetLife Series 25157 Cl 0 | 3.33 | 2.72 |
| Reliance MetLife Series 25053 Cl 0 | 3.23 | 2.59 |
| Reliance MetLife Series 25053 Cl 10 | 0.00 | 2.49 |
| Reliance MetLife Series 25053 Cl 15 | 0.00 | 2.44 |
| WTRISC CIT III for Metlife GAC 25554 I | 2.50 | 2.37 |
| Reliance MetLife Series 25157 Cl 35 | 3.33 | 2.36 |
| Reliance MetLife Series 25053 Cl 25 | 0.00 | 2.33 |
| WTRISC CIT III for Metlife GAC 25554 J | 2.59 | 2.27 |
| Reliance MetLife Series 25053 Cl 20 | 0.00 | 2.27 |
| Reliance MetLife Series 25053 Cl 35 | 0.00 | 2.23 |
Source: Morningstar Separate Account/CIT Fund Database
| Convertibles | 1 year gross return | 1 year net return |
|---|---|---|
| Shenkman Capital Mgt Gamma Convert Fund | 5.78 | 4.95 |
Source: Morningstar Separate Account/CIT Fund Database
| Convertibles | 5 year gross return | 5 year net return |
|---|---|---|
| Shenkman Capital Mgt Gamma Convert Fund | 6.44 | 5.58 |
Source: Morningstar Separate Account/CIT Fund Database
| Emerging Markets Bond | 1 year gross return | 1 year net return |
|---|---|---|
| TCW Emerging Markets Fixed Income Cl D | 0.00 | 15.86 |
| TCW Emerging Markets Fixed Income Cl A | 0.00 | 15.77 |
| FIAM Emerging Market Debt Pool | 16.08 | 15.33 |
| Logan Circle Partners Emerg Mkts Debt 2 | 0.00 | 13.80 |
| Prudential Emerg Markets Debt Fund 1 | 0.00 | 12.42 |
| Prudential Emerg Markets Debt Fund 4 | 0.00 | 11.58 |
| MFSˆ® Emerging Markets Debt CIT | 0.00 | 10.49 |
| MFSˆ® Emerging Markets Debt CL 2 | 0.00 | 9.85 |
| JPMCB Emerg Markets - Fixed Income Inv | 0.00 | 9.74 |
| Capital Group EM Debt (Broad) DC Unit T | 9.92 | 9.27 |
Source: Morningstar Separate Account/CIT Fund Database
| Emerging Markets Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Prudential Emerg Markets Debt Fund 1 | 0.00 | 8.32 |
| Prudential Emerg Markets Debt Fund 4 | 0.00 | 7.52 |
| FIAM Emerging Market Debt Pool | 7.16 | 6.47 |
| MFSˆ® Emerging Markets Debt CIT | 0.00 | 5.86 |
| TCW Emerging Markets Fixed Income Cl A | 0.00 | 5.84 |
| JPMCB Emerg Markets - Fixed Income Inv | 0.00 | 5.62 |
| MFSˆ® Emerging Markets Debt CL 2 | 0.00 | 5.22 |
| Capital Group EM Debt (Broad) DB Fund | 3.03 | 2.41 |
| Capital Group EM Debt (Broad) DC Unit T | 2.93 | 2.32 |
| TCW Emerging Markets Fixed Income Cl D | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| World Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| Wellington CIF II Divers Inflation Hg S1 | 23.20 | 22.09 |
| FMT/Pimco All Asset All Authority R1 | 0.00 | 12.92 |
| RWM Growth Edge | 0.00 | 12.35 |
| Aon Hewitt Growth I | 0.00 | 8.76 |
| Real Asset Fund | 0.00 | 8.65 |
| Aon Hewitt Growth 1 | 0.00 | 8.65 |
| Capital EM Total Opportunities DB Fund | 9.23 | 8.15 |
| JPMCB LDI Diversified Inv | 0.00 | 8.09 |
| JPMCB Diversified Global Inv | 0.00 | 7.92 |
| PIMCO Diversified Real Asset CIT | 0.00 | 7.88 |
Source: Morningstar Separate Account/CIT Fund Database
| World Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| JPMCB Diversified Global Inv | 0.00 | 11.30 |
| Growth ETF Fund 35 | 7.82 | 7.49 |
| Wilmington Trust Multi-Asset Port Cl 0 | 7.39 | 7.32 |
| Growth ETF Fund 60 | 7.86 | 7.26 |
| FMT/American Funds Capital Income Bu. R1 | 0.00 | 7.19 |
| Growth ETF Fund 75 | 7.90 | 7.14 |
| Capital Group Absolute Income Grower DB | 7.67 | 6.92 |
| Wellington Opportunistic Investment | 7.15 | 6.03 |
| Wilmington Trust Glbl Secs Port Cl 0 | 6.14 | 5.96 |
| Income & Growth ETF Fund 35 | 6.11 | 5.77 |
Source: Morningstar Separate Account/CIT Fund Database
| Conservative Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| Wellington CIF II Balanced Real Asset S1 | 15.58 | 14.96 |
| Invesco Balanced Risk Allocation Trust I | 0.00 | 11.95 |
| Sloy, Dahl & Holst Moderate 1 | 0.00 | 9.70 |
| Strategic Roadmap Mod I | 0.00 | 8.44 |
| Sloy, Dahl & Holst Conservative 1 | 0.00 | 8.30 |
| Strategic Roadmap Mod II | 0.00 | 8.28 |
| FMT/Vanguard Wellesley Income R1 | 0.00 | 7.76 |
| TOPSˆ® Strategic Allocation Inc & Growth | 0.00 | 7.56 |
| BlackRock Strategic Completion NL F | 0.00 | 7.28 |
| BlackRock Strategic Completion NL M | 0.00 | 7.11 |
Source: Morningstar Separate Account/CIT Fund Database
| Conservative Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Associated ASAP2 Balanced Strategy | 7.26 | 7.26 |
| Associated ASAP Balanced Strategy | 7.24 | 7.24 |
| Retirement Advocate Moderate | 0.00 | 7.11 |
| FMT/Vanguard Wellesley Income R1 | 0.00 | 6.93 |
| Transamerica Short/Intermediate Horizon | 0.00 | 6.20 |
| Associated Conserv Balanced LifeStage | 5.77 | 5.77 |
| Associated ASAP Conservative Bal Strat | 5.70 | 5.70 |
| MAP Balanced Fund | 0.00 | 5.69 |
| Associated ASAP2 Conserv Bal Strategy | 5.68 | 5.68 |
| StarCore I Fundˆ® | 0.00 | 5.57 |
Source: Morningstar Separate Account/CIT Fund Database
| Moderate Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| FMT/Dodge & Cox Balanced R1 | 0.00 | 16.22 |
| Christian Bros CUIT Balanced Fund | 12.96 | 12.05 |
| TOPSˆ® Strategic Allocation Mod Growth | 0.00 | 11.13 |
| Harris Assoc. Equity & Income CIT | 0.00 | 10.93 |
| Strategic Roadmap Bal I | 0.00 | 10.74 |
| Strategic Roadmap Bal II | 0.00 | 10.46 |
| Sloy, Dahl & Holst Balanced 1 | 0.00 | 9.90 |
| RWM Moderate Edge | 0.00 | 9.54 |
| TOPSˆ® Strategic Allocation Balanced | 0.00 | 9.28 |
| Fiduciary Investment Trust Balanced E | 0.00 | 9.26 |
Source: Morningstar Separate Account/CIT Fund Database
| Moderate Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| FMT/Dodge & Cox Balanced R1 | 0.00 | 12.97 |
| Retirement Advocate Aggressive | 0.00 | 10.81 |
| Columbia Trust Balanced Fund II | 11.27 | 10.70 |
| Christian Bros CUIT Balanced Fund | 11.61 | 10.60 |
| JPMCB Diversified Fund Inv | 0.00 | 10.20 |
| JPMCB Diversified Plus Inv | 0.00 | 10.20 |
| FMT/Vanguard Balanced Index R1 | 0.00 | 9.22 |
| Wilmington Trust Balanced Port Cl 0 | 9.28 | 9.15 |
| Retirement Advocate Mod Aggressive | 0.00 | 9.07 |
| Associated Growth Balanced LifeStage | 8.86 | 8.86 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2000-2010 | 1 year gross return | 1 year net return |
|---|---|---|
| Callan Glidepathˆ® 2010 Fund Z | 8.09 | 8.06 |
| Callan Glidepathˆ® 2010 Fund MO | 8.01 | 7.79 |
| Callan Glidepathˆ® 2010 Fund R6 | 8.00 | 7.74 |
| Morningstar Lifetime Gr 2010 Index N-1 | 0.00 | 7.18 |
| Callan Glidepathˆ® 2010 Fund R2 | 8.01 | 7.10 |
| Callan Glidepathˆ® 2005 Fund MO | 7.22 | 7.01 |
| Callan Glidepathˆ® 2005 Fund R6 | 7.22 | 6.95 |
| FIAM Target Date 2010 S | 7.05 | 6.77 |
| FIAM Target Date 2010 R | 7.00 | 6.68 |
| FIAM Target Date 2010 Composite | 7.03 | 6.67 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2000-2010 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepathˆ® 2010 Fund Z | 8.84 | 8.77 |
| Callan Glidepathˆ® 2010 Fund MO | 8.85 | 8.56 |
| Callan Glidepathˆ® 2010 Fund R6 | 8.86 | 8.52 |
| Callan Glidepathˆ® 2005 Fund MO | 7.76 | 7.36 |
| Callan Glidepathˆ® 2005 Fund R6 | 7.78 | 7.33 |
| FIAM Target Date 2010 S | 7.17 | 6.89 |
| FIAM Target Date 2010 R | 7.15 | 6.83 |
| FIAM Target Date 2010 Y | 7.15 | 6.79 |
| FIAM Target Date 2010 Q | 7.14 | 6.77 |
| FIAM Target Date 2010 X | 7.14 | 6.74 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2011-2015 | 1 year gross return | 1 year net return |
|---|---|---|
| Callan Glidepathˆ® 2015 Fund Z | 8.79 | 8.79 |
| Comerica Destination Fund 2015 Instl Cl | 8.62 | 8.62 |
| Callan Glidepathˆ® 2015 Fund MO | 8.78 | 8.57 |
| Callan Glidepathˆ® 2015 Fund R6 | 8.78 | 8.51 |
| Strategic Target 2015 Fund Class I | 0.00 | 8.14 |
| Strategic Target 2015 Fund Class II | 0.00 | 8.09 |
| Morningstar Lifetime Gr 2015 Index N-1 | 0.00 | 8.06 |
| Comerica Destination Fund 2015 - Class A | 8.62 | 7.88 |
| Callan Glidepathˆ® 2015 Fund R2 | 8.78 | 7.87 |
| Great-West Lifetime 2015 Trust | 0.00 | 7.77 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2011-2015 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepathˆ® 2015 Fund Z | 9.58 | 9.54 |
| Callan Glidepathˆ® 2015 Fund MO | 9.59 | 9.33 |
| Callan Glidepathˆ® 2015 Fund R6 | 9.62 | 9.30 |
| FIAM Target Date 2015 S | 7.66 | 7.38 |
| Principal LifeTime Hybrid 2015 CIT Z | 0.00 | 7.38 |
| Vanguard Target Retire Trust Plus 2015 | 0.00 | 7.33 |
| The Vanguard Target Retire 2015 Trust I | 0.00 | 7.32 |
| Principal LifeTime Hybrid 2015 CIT I | 0.00 | 7.31 |
| The Vanguard Target Retire 2015 Trust II | 0.00 | 7.27 |
| FIAM Target Date 2015 R | 7.57 | 7.25 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2016-2020 | 1 year gross return | 1 year net return |
|---|---|---|
| Callan Glidepathˆ® 2020 Fund Z | 9.32 | 9.32 |
| Stadion Flex 2020 Fund Class 0 | 0.00 | 9.24 |
| Callan Glidepathˆ® 2020 Fund MO | 9.32 | 9.10 |
| Callan Glidepathˆ® 2020 Fund R6 | 9.32 | 9.05 |
| Stadion Flex Ret Thr 2020 Fund Class 0 | 0.00 | 8.92 |
| Morningstar Lifetime Gr 2020 Index N-1 | 0.00 | 8.75 |
| Stadion Flex 2020 Fund Class 1 | 0.00 | 8.70 |
| Stadion Flex 2020 Fund Class 2 | 9.23 | 8.43 |
| Callan Glidepathˆ® 2020 Fund R2 | 9.31 | 8.39 |
| Great-West Lifetime 2020 Index Trust | 0.00 | 8.21 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2016-2020 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepathˆ® 2020 Fund Z | 10.32 | 10.28 |
| Callan Glidepathˆ® 2020 Fund MO | 10.33 | 10.07 |
| Callan Glidepathˆ® 2020 Fund R6 | 10.36 | 10.05 |
| Principal Lifetime 2020 CIT | 9.51 | 8.86 |
| JPMCB SmartRetirement DRE 2020 Fund-CF | 0.00 | 8.46 |
| JPMCB SmartRetirement DRE 2020 Fund-CF10 | 0.00 | 8.36 |
| StarTrack 2020 Fundˆ® | 8.34 | 8.34 |
| Vanguard Target Retire Trust Plus 2020 | 0.00 | 8.29 |
| Principal LifeTime Hybrid 2020 CIT Z | 0.00 | 8.28 |
| The Vanguard Target Retire 2020 Trust I | 0.00 | 8.28 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2021-2025 | 1 year gross return | 1 year net return |
|---|---|---|
| Callan Glidepathˆ® 2025 Fund Z | 9.94 | 9.94 |
| Callan Glidepathˆ® 2025 Fund MO | 9.94 | 9.71 |
| Callan Glidepathˆ® 2025 Fund R6 | 9.94 | 9.66 |
| Morningstar Lifetime Gr 2025 Index N-1 | 0.00 | 9.52 |
| TOPSˆ® Strategic Allocation Target 2025 | 0.00 | 9.19 |
| Strategic Target 2025 Fund Class I | 0.00 | 9.16 |
| Strategic Target 2025 Fund Class II | 0.00 | 9.11 |
| Callan Glidepathˆ® 2025 Fund R2 | 9.94 | 9.00 |
| Great-West Lifetime 2025 Index Trust | 0.00 | 8.95 |
| Great-West Lifetime 2025 Trust | 0.00 | 8.70 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2021-2025 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepathˆ® 2025 Fund Z | 10.99 | 10.95 |
| Callan Glidepathˆ® 2025 Fund MO | 11.01 | 10.75 |
| Callan Glidepathˆ® 2025 Fund R6 | 11.00 | 10.68 |
| Putnam Retirement Advantage 2025: IA | 0.00 | 10.09 |
| Putnam Retirement Advantage 2025: I | 0.00 | 9.86 |
| Putnam Retirement Advantage 2025: II | 0.00 | 9.75 |
| Putnam Retirement Advantage 2025:III | 0.00 | 9.60 |
| Putnam Retirement Advantage 2025: IV | 0.00 | 9.42 |
| JPMCB SmartRetirement DRE 2025 Fund-CF | 0.00 | 9.34 |
| Putnam Retirement Advantage 2025:V | 0.00 | 9.26 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2026-2030 | 1 year gross return | 1 year net return |
|---|---|---|
| StarTrack 2030 Fundˆ® | 11.09 | 11.09 |
| Stadion Flex 2030 Fund Class 0 | 0.00 | 10.46 |
| Stadion Flex Ret Thr 2030 Fund Class 0 | 0.00 | 10.44 |
| Morningstar Lifetime Gr 2030 Index N-1 | 0.00 | 10.23 |
| Callan Glidepathˆ® 2030 Fund Z | 10.22 | 10.22 |
| First Trust-Target Date Fund 2030, R1 | 0.00 | 10.20 |
| Callan Glidepathˆ® 2030 Fund MO | 10.21 | 10.00 |
| Callan Glidepathˆ® 2030 Fund R6 | 10.21 | 9.94 |
| Stadion Flex 2030 Fund Class 1 | 10.45 | 9.91 |
| First Trust-Target Date Fund 2030, R2 | 0.00 | 9.84 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2026-2030 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepathˆ® 2030 Fund Z | 11.50 | 11.46 |
| Callan Glidepathˆ® 2030 Fund MO | 11.52 | 11.26 |
| Callan Glidepathˆ® 2030 Fund R6 | 11.55 | 11.23 |
| Putnam Retirement Advantage 2030: IA | 0.00 | 11.07 |
| Putnam Retirement Advantage 2030: I | 0.00 | 10.81 |
| Putnam Retirement Advantage 2030: II | 0.00 | 10.70 |
| Putnam Retirement Advantage 2030:III | 0.00 | 10.51 |
| Putnam Retirement Advantage 2030: IV | 0.00 | 10.36 |
| Principal Lifetime 2030 CIT | 11.02 | 10.36 |
| StarTrack 2030 Fundˆ® | 10.27 | 10.27 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2031-2035 | 1 year gross return | 1 year net return |
|---|---|---|
| TOPSˆ® Strategic Allocation Target 2035 | 0.00 | 11.44 |
| Morningstar Lifetime Gr 2035 Index N-1 | 0.00 | 10.70 |
| Callan Glidepathˆ® 2035 Fund Z | 10.50 | 10.50 |
| SEI Target Date 2035 Fund CT-1 | 11.10 | 10.42 |
| SEI Target Date 2035 Fund CT-4 | 11.15 | 10.36 |
| SEI Target Date 2035 Fund CT-2 | 11.12 | 10.28 |
| Callan Glidepathˆ® 2035 Fund MO | 10.50 | 10.28 |
| Great-West Lifetime 2035 Index Trust | 0.00 | 10.24 |
| Callan Glidepathˆ® 2035 Fund R6 | 10.50 | 10.23 |
| SEI Target Date 2035 Fund CT-3 | 11.08 | 10.13 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2031-2035 | 5 year gross return | 5 year net return |
|---|---|---|
| Callan Glidepathˆ® 2035 Fund Z | 11.76 | 11.72 |
| Putnam Retirement Advantage 2035: IA | 0.00 | 11.69 |
| Callan Glidepathˆ® 2035 Fund MO | 11.78 | 11.52 |
| Callan Glidepathˆ® 2035 Fund R6 | 11.79 | 11.46 |
| Putnam Retirement Advantage 2035: I | 0.00 | 11.44 |
| Putnam Retirement Advantage 2035: II | 0.00 | 11.32 |
| Putnam Retirement Advantage 2035:III | 0.00 | 11.16 |
| Putnam Retirement Advantage 2035: IV | 0.00 | 11.01 |
| Putnam Retirement Advantage 2035:V | 0.00 | 10.85 |
| JPMCB SmartRetirement DRE 2035 Fund-CF | 0.00 | 10.59 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2036-2040 | 1 year gross return | 1 year net return |
|---|---|---|
| StarTrack 2040 Fundˆ® | 11.69 | 11.69 |
| First Trust-Target Date Fund 2040, R1 | 0.00 | 11.48 |
| First Trust-Target Date Fund 2040, R2 | 0.00 | 10.97 |
| First Trust-Target Date Fund 2040, R3 | 0.00 | 10.88 |
| Morningstar Lifetime Gr 2040 Index N-1 | 0.00 | 10.88 |
| Callan Glidepathˆ® 2040 Fund Z | 10.71 | 10.71 |
| Stadion Flex Ret Thr 2040 Fund Class 0 | 0.00 | 10.61 |
| Great-West Lifetime 2040 Index Trust | 0.00 | 10.59 |
| Stadion Flex 2040 Fund Class 0 | 0.00 | 10.56 |
| Callan Glidepathˆ® 2040 Fund MO | 10.70 | 10.48 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2036-2040 | 5 year gross return | 5 year net return |
|---|---|---|
| Putnam Retirement Advantage 2040: IA | 0.00 | 12.17 |
| Putnam Retirement Advantage 2040: I | 0.00 | 11.92 |
| Putnam Retirement Advantage 2040: II | 0.00 | 11.79 |
| Callan Glidepathˆ® 2040 Fund Z | 11.77 | 11.71 |
| Putnam Retirement Advantage 2040:III | 0.00 | 11.64 |
| Callan Glidepathˆ® 2040 Fund MO | 11.80 | 11.51 |
| Callan Glidepathˆ® 2040 Fund R6 | 11.80 | 11.46 |
| Putnam Retirement Advantage 2040: IV | 0.00 | 11.45 |
| Putnam Retirement Advantage 2040: V | 0.00 | 11.28 |
| StarTrack 2040 Fundˆ® | 10.92 | 10.92 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2041-2045 | 1 year gross return | 1 year net return |
|---|---|---|
| TOPSˆ® Strategic Allocation Target 2045 | 0.00 | 12.80 |
| Morningstar Lifetime Gr 2045 Index N-1 | 0.00 | 10.90 |
| Great-West Lifetime 2045 Index Trust | 0.00 | 10.83 |
| Callan Glidepathˆ® 2045 Fund Z | 10.75 | 10.75 |
| Callan Glidepathˆ® 2045 Fund MO | 10.75 | 10.53 |
| Callan Glidepathˆ® 2045 Fund R6 | 10.75 | 10.48 |
| SEI Target Date 2045 Fund CT-1 | 11.10 | 10.43 |
| Wells Fargo Target 2045 CIT F | 0.00 | 10.40 |
| Great-West Lifetime 2045 Trust | 0.00 | 10.37 |
| Wells Fargo Target 2045 CIT E1 | 0.00 | 10.35 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2041-2045 | 5 year gross return | 5 year net return |
|---|---|---|
| Putnam Retirement Advantage 2045: IA | 0.00 | 12.55 |
| Putnam Retirement Advantage 2045: I | 0.00 | 12.32 |
| Putnam Retirement Advantage 2045: II | 0.00 | 12.23 |
| Putnam Retirement Advantage 2045:III | 0.00 | 12.05 |
| Putnam Retirement Advantage 2045: IV | 0.00 | 11.85 |
| Callan Glidepathˆ® 2045 Fund Z | 11.77 | 11.72 |
| Putnam Retirement Advantage 2045:V | 0.00 | 11.68 |
| Callan Glidepathˆ® 2045 Fund MO | 11.79 | 11.51 |
| Callan Glidepathˆ® 2045 Fund R6 | 11.80 | 11.47 |
| Schwab Managed Retirement Tr Fd 2045 IV | 11.48 | 10.98 |
Source: Morningstar Separate Account/CIT Fund Database
| Retirement Income | 1 year gross return | 1 year net return |
|---|---|---|
| Putnam Retirement Maturity Fund: IA | 0.00 | 8.72 |
| Putnam Retirement Maturity Fund: I | 0.00 | 8.47 |
| Putnam Retirement Maturity Fund: II | 0.00 | 8.41 |
| Putnam Retirement Maturity Fund: III | 0.00 | 8.20 |
| Putnam Retirement Maturity Fund: IV | 0.00 | 8.06 |
| Putnam Retirement Maturity Fund: V | 0.00 | 7.90 |
| Strategic Target Income Fund Class I | 0.00 | 7.08 |
| Stadion Flex Income Fund Class 0 | 0.00 | 6.82 |
| flexPATH Index Aggressive Retirement I1 | 0.00 | 6.76 |
| flexPATH Index+ Agg Retirement Fd R1 | 0.00 | 6.71 |
Source: Morningstar Separate Account/CIT Fund Database
| Retirement Income | 5 year gross return | 5 year net return |
|---|---|---|
| Putnam Retirement Maturity Fund: IA | 0.00 | 7.33 |
| Putnam Retirement Maturity Fund: I | 0.00 | 7.10 |
| Putnam Retirement Maturity Fund: II | 0.00 | 7.01 |
| Putnam Retirement Maturity Fund: III | 0.00 | 6.84 |
| Putnam Retirement Maturity Fund: IV | 0.00 | 6.65 |
| Putnam Retirement Maturity Fund: V | 0.00 | 6.49 |
| JPMCB SmartRetirement DRE Inc Fund-CF | 0.00 | 6.25 |
| JPMCB SmartRetirement DRE Inc Fund-CF10 | 0.00 | 6.14 |
| JPMCB SmartRetirement DRE Inc Fund-CF20 | 0.00 | 6.04 |
| JPMCB SmartRetirement Pasv Blnd Inc-CF | 0.00 | 5.80 |
