Top performing managers by category: commingled accounts, 2nd Quarter 2017


Large Blend1 year gross return1 year net return
BNY Mellon EB DO Large Cap Core49.3848.08
State St Nasdaq-100 Indxˆ® NL Cl A27.4829.35
State St Nasdaq-100 Indxˆ® NL Cl C27.4629.29
Fisher Investments U.S. Equity 321.9221.92
Blackrock Russ 1000 Alpha Tilts CF21.3421.34
PanAgora US LgCp Stk Selector CF - I20.8020.08
Blackrock Alpha Tilts Fund CF20.0220.02
PanAgora US LgCp Stk Selector CF - R20.7820.00
Blackrock Alpha Advantage 300019.6719.67
QMA US All Cap Core Equity Fund19.7219.31
Source: Morningstar Separate Account/CIT Fund Database

Large Blend5 year gross return5 year net return
State St Nasdaq-100 Indxˆ® NL Cl A20.0118.15
State St Nasdaq-100 Indxˆ® NL Cl C0.0018.09
BNY Mellon EB DO Large Cap Core19.0618.01
BNY Mellon EB DV Dynamic U.S. Equity18.3917.93
QMA US All Cap Core Equity Fund15.9315.53
QMA US Core Equity Fund15.9315.53
Blackrock Russ 1000 Alpha Tilts CF15.2115.21
Amalgamated Bank LongView Quant. LC CF15.4615.11
Blackrock Alpha Tilts Fund CF15.0215.02
Amalgamated Bank LongView LC Qtv VEBA Fd15.2514.91
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend1 year gross return1 year net return
Burgundy US Small/Mid Cap Fund23.2422.09
Amalgamated Bank Longview Qnt Mid Cap CF22.7122.05
Champlain Mid Cap Collective Fund 422.0321.96
State St Russell Sm/Mid Cpˆ® Indx SL Cl I9.7321.86
State St Russell Sm/Mid Cpˆ® Indx NL Cl A0.0021.70
Blackrock Extended Mkt Fund CF21.6421.64
Blackrock Russ 3000 Alpha Tilts CF21.5921.59
BNY Mellon EB DL Mkt Completion21.6321.55
FIAM Small/Mid Cap Core Class O21.8921.18
Champlain Mid Cap Collective Fund 522.0221.11
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend5 year gross return5 year net return
Amalgamated Bank Longview Qnt Mid Cap CF17.8717.23
QMA US Mid Cap Core Equity Fund17.3416.70
BNY Mellon EB DL Mid Cap Stk Index15.9215.85
BNY Mellon EB DL Mid Cap Stk Index UC215.9015.80
BNY Mellon EB DO Mid Cap Core16.2915.60
Blackrock Russ 3000 Alpha Tilts CF15.2615.26
State St S&P MidCapˆ® Indx SL Cl I0.0014.97
FIAM Small/Mid Cap Core Pool15.7014.96
State St S&P MidCapˆ® Indx NL Cl A0.0014.91
RhumbLine S&P 400 Mid-Cap Pooled Index14.8614.86
Source: Morningstar Separate Account/CIT Fund Database

Small Blend1 year gross return1 year net return
The Boston Small Cap Opp Val Eq Mgt CF32.7731.48
Wellington CIF II Small Cap Opps28.6227.61
Blackrock Russell 2000 Alpha Tilts Fd A25.3325.33
Rothschild U.S. Small-Cap Core CIT Cl 126.1825.11
State St Russell Sm Capˆ® Indx SL Cl I4.1424.83
Blackrock Russell 2000 Index Fund A24.6224.62
State St Russell Sm Capˆ® Indx NL Cl S24.5524.55
BNY Mellon Small Cap Stock Idx Fnd Instl24.5824.53
RAM Small-Cap Trust25.7624.50
BNY Mellon EB DL Small Cap SIF UC324.5624.48
Source: Morningstar Separate Account/CIT Fund Database

Small Blend5 year gross return5 year net return
Wellington CIF II Small Cap Opps18.0417.08
Blackrock Russell 2000 Alpha Tilts Fd A15.8015.80
FIAM Small Cap Core Class B16.3915.68
FIAM Small Cap Core Class O16.3715.65
FIAM Small Cap Core Class D16.3715.56
RhumbLine S&P 600 Sm-Cap Pooled Index15.4615.46
FIAM Small Cap Core Pool16.3615.45
The Boston Small Cap Opp Val Eq Mgt CF16.5515.40
Amalgamated Bank LongView 600 SC Idx CF15.4315.37
State St US Sm Cap Enhanced SL Cl I0.0014.74
Source: Morningstar Separate Account/CIT Fund Database

Large Growth1 year gross return1 year net return
Alger Capital Appreciation Series CF R122.7922.00
PGI CIT Blue Chip Equity Fund22.7021.98
American Century US Lg Cp Grwth Eq Tr 122.4121.71
BlackRock Russell 1000ˆ® Growth R20.5320.47
State St Russell Lg Cap Grˆ® Indx SL Cl I0.0020.45
State St Russell Lg Cap Grˆ® Indx NL Cl C3.6420.39
UBS: US Equity Lrge Cap Select Growth CF22.8220.38
BNY Mellon Large Cap Growth SIF Instl20.2120.21
BNY Mellon Large Cap Growth SIF UC120.2120.18
FIAM U.S. Total Market Equity CF20.4819.89
Source: Morningstar Separate Account/CIT Fund Database

Large Growth5 year gross return5 year net return
Wellington CIF II Growth S117.1616.51
Wellington CIF US Research Equity16.8416.15
Wellington CIF II Large Cap Research S116.2115.57
State St Russell Lg Cap Grˆ® Indx SL Cl I0.0015.33
State St Russell Lg Cap Grˆ® Indx NL Cl C0.0015.27
FIAM U.S. Total Market Equity CF15.8115.24
Blackrock Eq Gr Fund CF15.2015.20
Capital Group U.S. Equity DC Unit T15.8515.07
Eaton Vance EB Large Cap Growth I15.6714.92
Voya Large Cap Growth Trust15.4714.84
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth1 year gross return1 year net return
The Boston US Small-Mid Cap Opp Val EB28.7627.63
Westfield All Cap Equity Collective24.1123.18
Wellington CIF II Mid Cap Opportunity S222.7422.15
Wellington CIF II Mid Cap Opportunity S122.7121.94
Champlain Mid Cap Fund, LLC22.3321.32
BNY Mellon Market Completion Fund UC121.3821.30
Wellington CIF II Mid Cap Growth S113.2220.47
S/M Cp Cor Eq Collective Invmt Fund21.2420.46
PGI CIT Mid-Cap Equity Fund A19.7219.72
PGI CIT Mid-Cap Equity Fund20.1919.48
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth5 year gross return5 year net return
Wellington CIF II Mid Cap Opportunity S216.8816.32
Wellington CIF II Mid Cap Opportunity S116.8816.11
Champlain Mid Cap Fund, LLC16.9015.93
BNY Mellon Market Completion Fund UC114.0413.96
Wellington CIF II Mid Cap Growth S112.2613.08
Voya Mid Cap Growth Trust13.8113.02
The Boston US Small-Mid Cap Opp Val EB0.000.00
Westfield All Cap Equity Collective0.000.00
S/M Cp Cor Eq Collective Invmt Fund0.000.00
PGI CIT Mid-Cap Equity Fund A0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Small Growth1 year gross return1 year net return
Champlain Small Company Fund, LLC28.0626.83
Wellington CIF II Small Cap 2000 S127.9126.82
State St Russell Sm Capˆ® Gr Indx NL Cl A3.7724.42
State St Russell Sm Capˆ® Gr Indx NL Cl C-1.4524.37
Voya Small Cap Growth Trust24.5723.60
Frontegra Small Cap Core Fund23.5822.80
CastleArk Small Company Growth CIT17.8517.05
FIAM Small Company Pool17.7916.86
Source: Morningstar Separate Account/CIT Fund Database

Small Growth5 year gross return5 year net return
Wellington CIF II Small Cap 2000 S117.1516.16
FIAM Small Company Pool15.9715.06
Champlain Small Company Fund, LLC15.9114.78
Frontegra Small Cap Core Fund15.1814.44
State St Russell Sm Capˆ® Gr Indx NL Cl A0.0013.93
State St Russell Sm Capˆ® Gr Indx NL Cl C0.0013.89
Voya Small Cap Growth Trust0.000.00
CastleArk Small Company Growth CIT0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Large Value1 year gross return1 year net return
NBTC CIT - Value Equity Fund23.7123.71
LSV US Large Cap Value Equity Fund II0.0021.56
DePrince, Race & Zollo, Lg-Cap Val CIT22.0621.35
The Boston US Dynamic Large Cap Value CF20.9420.22
The Boston US Dynamic Large Cap Value EB20.7320.01
Artisan Value Equity Trust20.1419.84
Voya Large Cap Value Trust17.6519.71
QMA Value Equity CF18.9818.40
AB US Strategic Value - CIT Q18.4917.44
AB US Strategic Value - CIT V18.4617.41
Source: Morningstar Separate Account/CIT Fund Database

Large Value5 year gross return5 year net return
The Boston US Dynamic Large Cap Value CF16.3415.61
The Boston US Dynamic Large Cap Value EB16.2615.52
AB US Strategic Value - CIT Q16.1215.09
AB US Strategic Value - CIT V16.1215.09
Wellington CIF II Research Value15.2014.62
Blackrock Russ 1000 Val Idx CF14.0214.02
State St Russell Lg Cp Valˆ® Indx SL Cl I0.0013.98
State St Russell Lg Cp Valˆ® Indx NL Cl C0.0013.93
BNY Mellon Large Cap Value SIF UC113.8913.82
American Century US Value Yield Eq Tr 214.1513.72
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value1 year gross return1 year net return
American Century US Mid Cap Value Eq Tr16.6815.96
Speece Thorson Value Fund9.007.98
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value5 year gross return5 year net return
American Century US Mid Cap Value Eq Tr16.6415.92
Speece Thorson Value Fund11.9710.91
Source: Morningstar Separate Account/CIT Fund Database

Small Value1 year gross return1 year net return
American Century US Small Cap Val Eq Tr29.9528.85
Brandywine Diversified Small Cap BIT26.9125.92
Brandywine Diversified Small Cap GT26.6425.64
State St Russell Sm Cpˆ® Val Indx NL Cl A29.2424.78
State St Russell Sm Cpˆ® Val Indx NL Cl C-6.0024.73
Victory Small Cap Value Collective Fund25.0123.72
Brandywine Institutional Small Cap BIT24.4223.20
PGI CIT SMID Cap Value Equity Fund23.4822.45
Brandywine Diversified Sm Cap Select BIT23.0422.07
Invesco US Quantitative Sm Value Trust22.1121.18
Source: Morningstar Separate Account/CIT Fund Database

Small Value5 year gross return5 year net return
Brandywine Diversified Small Cap BIT16.5415.63
Brandywine Diversified Small Cap GT16.4515.53
PGI CIT SMID Cap Value Equity Fund16.3115.33
Brandywine Diversified Sm Cap Select BIT15.9715.05
American Century US Small Cap Val Eq Tr15.5114.54
Victory Small Cap Value Collective Fund15.5214.32
Invesco US Quantitative Sm Value Trust14.4013.54
State St Russell Sm Cpˆ® Val Indx NL Cl A12.5513.37
State St Russell Sm Cpˆ® Val Indx NL Cl C0.0013.33
Brandywine Institutional Small Cap BIT11.1010.01
Source: Morningstar Separate Account/CIT Fund Database

Real Estate1 year gross return1 year net return
Washington Capital Mgt Real Estate Eq11.2310.13
American Core Realty Fund, LP7.476.41
Cohen & Steers U.S. Realty CIT Class A1.290.63
Invesco US REITs Trust1.120.37
PIMCO RealEstatePLUS CIT I-0.09-0.69
FIAM U.S. Real Estate Invest Tr CIT-0.32-0.91
AEW Real Estate Securities Divers Trust-1.46-2.07
Blackrock US Real Estate Sec Idx-2.43-2.43
BNY Mellon REIT Index Fund Instl-2.47-2.49
BNY Mellon REIT Index Fund UC1-2.45-2.56
Source: Morningstar Separate Account/CIT Fund Database

Real Estate5 year gross return5 year net return
Washington Capital Mgt Real Estate Eq13.0111.90
American Core Realty Fund, LP11.1710.08
FIAM U.S. Real Estate Invest Tr CIT10.439.77
AEW Real Estate Securities Divers Trust9.959.27
Blackrock US Real Estate Sec Idx8.988.98
Invesco US REITs Trust9.668.85
BNY Mellon REIT Index Fund UC18.858.72
Cohen & Steers U.S. Realty CIT Class A0.000.00
PIMCO RealEstatePLUS CIT I0.000.00
BNY Mellon REIT Index Fund Instl0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Bank Loan1 year gross return1 year net return
Shenkman Capital Mgt High Yld Bank Loan6.626.01
Voya Senior Loan Trust6.275.79
Source: Morningstar Separate Account/CIT Fund Database

Bank Loan5 year gross return5 year net return
Voya Senior Loan Trust5.174.27
Shenkman Capital Mgt High Yld Bank Loan0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Small Value1 year gross return1 year net return
American Century US Small Cap Val Eq Tr29.9528.85
Brandywine Diversified Small Cap BIT26.9125.92
Brandywine Diversified Small Cap GT26.6425.64
State St Russell Sm Cpˆ® Val Indx NL Cl A29.2424.78
State St Russell Sm Cpˆ® Val Indx NL Cl C-6.0024.73
Victory Small Cap Value Collective Fund25.0123.72
Brandywine Institutional Small Cap BIT24.4223.20
PGI CIT SMID Cap Value Equity Fund23.4822.45
Brandywine Diversified Sm Cap Select BIT23.0422.07
Invesco US Quantitative Sm Value Trust22.1121.18
Source: Morningstar Separate Account/CIT Fund Database

Small Value5 year gross return5 year net return
Brandywine Diversified Small Cap BIT16.5415.63
Brandywine Diversified Small Cap GT16.4515.53
PGI CIT SMID Cap Value Equity Fund16.3115.33
Brandywine Diversified Sm Cap Select BIT15.9715.05
American Century US Small Cap Val Eq Tr15.5114.54
Victory Small Cap Value Collective Fund15.5214.32
Invesco US Quantitative Sm Value Trust14.4013.54
State St Russell Sm Cpˆ® Val Indx NL Cl A12.5513.37
State St Russell Sm Cpˆ® Val Indx NL Cl C0.0013.33
Brandywine Institutional Small Cap BIT11.1010.01
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value1 year gross return1 year net return
American Century US Mid Cap Value Eq Tr16.6815.96
Speece Thorson Value Fund9.007.98
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value5 year gross return5 year net return
American Century US Mid Cap Value Eq Tr16.6415.92
Speece Thorson Value Fund11.9710.91
Source: Morningstar Separate Account/CIT Fund Database

Large Value1 year gross return1 year net return
NBTC CIT - Value Equity Fund23.7123.71
LSV US Large Cap Value Equity Fund II0.0021.56
DePrince, Race & Zollo, Lg-Cap Val CIT22.0621.35
The Boston US Dynamic Large Cap Value CF20.9420.22
The Boston US Dynamic Large Cap Value EB20.7320.01
Artisan Value Equity Trust20.1419.84
Voya Large Cap Value Trust17.6519.71
QMA Value Equity CF18.9818.40
AB US Strategic Value - CIT Q18.4917.44
AB US Strategic Value - CIT V18.4617.41
Source: Morningstar Separate Account/CIT Fund Database

Large Value5 year gross return5 year net return
The Boston US Dynamic Large Cap Value CF16.3415.61
The Boston US Dynamic Large Cap Value EB16.2615.52
AB US Strategic Value - CIT Q16.1215.09
AB US Strategic Value - CIT V16.1215.09
Wellington CIF II Research Value15.2014.62
Blackrock Russ 1000 Val Idx CF14.0214.02
State St Russell Lg Cp Valˆ® Indx SL Cl I0.0013.98
State St Russell Lg Cp Valˆ® Indx NL Cl C0.0013.93
BNY Mellon Large Cap Value SIF UC113.8913.82
American Century US Value Yield Eq Tr 214.1513.72
Source: Morningstar Separate Account/CIT Fund Database

Small Growth1 year gross return1 year net return
Champlain Small Company Fund, LLC28.0626.83
Wellington CIF II Small Cap 2000 S127.9126.82
State St Russell Sm Capˆ® Gr Indx NL Cl A3.7724.42
State St Russell Sm Capˆ® Gr Indx NL Cl C-1.4524.37
Voya Small Cap Growth Trust24.5723.60
Frontegra Small Cap Core Fund23.5822.80
CastleArk Small Company Growth CIT17.8517.05
FIAM Small Company Pool17.7916.86
Source: Morningstar Separate Account/CIT Fund Database

Small Growth5 year gross return5 year net return
Wellington CIF II Small Cap 2000 S117.1516.16
FIAM Small Company Pool15.9715.06
Champlain Small Company Fund, LLC15.9114.78
Frontegra Small Cap Core Fund15.1814.44
State St Russell Sm Capˆ® Gr Indx NL Cl A0.0013.93
State St Russell Sm Capˆ® Gr Indx NL Cl C0.0013.89
Voya Small Cap Growth Trust0.000.00
CastleArk Small Company Growth CIT0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth1 year gross return1 year net return
The Boston US Small-Mid Cap Opp Val EB28.7627.63
Westfield All Cap Equity Collective24.1123.18
Wellington CIF II Mid Cap Opportunity S222.7422.15
Wellington CIF II Mid Cap Opportunity S122.7121.94
Champlain Mid Cap Fund, LLC22.3321.32
BNY Mellon Market Completion Fund UC121.3821.30
Wellington CIF II Mid Cap Growth S113.2220.47
S/M Cp Cor Eq Collective Invmt Fund21.2420.46
PGI CIT Mid-Cap Equity Fund A19.7219.72
PGI CIT Mid-Cap Equity Fund20.1919.48
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth5 year gross return5 year net return
Wellington CIF II Mid Cap Opportunity S216.8816.32
Wellington CIF II Mid Cap Opportunity S116.8816.11
Champlain Mid Cap Fund, LLC16.9015.93
BNY Mellon Market Completion Fund UC114.0413.96
Wellington CIF II Mid Cap Growth S112.2613.08
Voya Mid Cap Growth Trust13.8113.02
The Boston US Small-Mid Cap Opp Val EB0.000.00
Westfield All Cap Equity Collective0.000.00
S/M Cp Cor Eq Collective Invmt Fund0.000.00
PGI CIT Mid-Cap Equity Fund A0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Large Growth1 year gross return1 year net return
Alger Capital Appreciation Series CF R122.7922.00
PGI CIT Blue Chip Equity Fund22.7021.98
American Century US Lg Cp Grwth Eq Tr 122.4121.71
BlackRock Russell 1000ˆ® Growth R20.5320.47
State St Russell Lg Cap Grˆ® Indx SL Cl I0.0020.45
State St Russell Lg Cap Grˆ® Indx NL Cl C3.6420.39
UBS: US Equity Lrge Cap Select Growth CF22.8220.38
BNY Mellon Large Cap Growth SIF Instl20.2120.21
BNY Mellon Large Cap Growth SIF UC120.2120.18
FIAM U.S. Total Market Equity CF20.4819.89
Source: Morningstar Separate Account/CIT Fund Database

Large Growth5 year gross return5 year net return
Wellington CIF II Growth S117.1616.51
Wellington CIF US Research Equity16.8416.15
Wellington CIF II Large Cap Research S116.2115.57
State St Russell Lg Cap Grˆ® Indx SL Cl I0.0015.33
State St Russell Lg Cap Grˆ® Indx NL Cl C0.0015.27
FIAM U.S. Total Market Equity CF15.8115.24
Blackrock Eq Gr Fund CF15.2015.20
Capital Group U.S. Equity DC Unit T15.8515.07
Eaton Vance EB Large Cap Growth I15.6714.92
Voya Large Cap Growth Trust15.4714.84
Source: Morningstar Separate Account/CIT Fund Database

Small Blend1 year gross return1 year net return
The Boston Small Cap Opp Val Eq Mgt CF32.7731.48
Wellington CIF II Small Cap Opps28.6227.61
Blackrock Russell 2000 Alpha Tilts Fd A25.3325.33
Rothschild U.S. Small-Cap Core CIT Cl 126.1825.11
State St Russell Sm Capˆ® Indx SL Cl I4.1424.83
Blackrock Russell 2000 Index Fund A24.6224.62
State St Russell Sm Capˆ® Indx NL Cl S24.5524.55
BNY Mellon Small Cap Stock Idx Fnd Instl24.5824.53
RAM Small-Cap Trust25.7624.50
BNY Mellon EB DL Small Cap SIF UC324.5624.48
Source: Morningstar Separate Account/CIT Fund Database

Small Blend5 year gross return5 year net return
Wellington CIF II Small Cap Opps18.0417.08
Blackrock Russell 2000 Alpha Tilts Fd A15.8015.80
FIAM Small Cap Core Class B16.3915.68
FIAM Small Cap Core Class O16.3715.65
FIAM Small Cap Core Class D16.3715.56
RhumbLine S&P 600 Sm-Cap Pooled Index15.4615.46
FIAM Small Cap Core Pool16.3615.45
The Boston Small Cap Opp Val Eq Mgt CF16.5515.40
Amalgamated Bank LongView 600 SC Idx CF15.4315.37
State St US Sm Cap Enhanced SL Cl I0.0014.74
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend1 year gross return1 year net return
Burgundy US Small/Mid Cap Fund23.2422.09
Amalgamated Bank Longview Qnt Mid Cap CF22.7122.05
Champlain Mid Cap Collective Fund 422.0321.96
State St Russell Sm/Mid Cpˆ® Indx SL Cl I9.7321.86
State St Russell Sm/Mid Cpˆ® Indx NL Cl A0.0021.70
Blackrock Extended Mkt Fund CF21.6421.64
Blackrock Russ 3000 Alpha Tilts CF21.5921.59
BNY Mellon EB DL Mkt Completion21.6321.55
FIAM Small/Mid Cap Core Class O21.8921.18
Champlain Mid Cap Collective Fund 522.0221.11
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend5 year gross return5 year net return
Amalgamated Bank Longview Qnt Mid Cap CF17.8717.23
QMA US Mid Cap Core Equity Fund17.3416.70
BNY Mellon EB DL Mid Cap Stk Index15.9215.85
BNY Mellon EB DL Mid Cap Stk Index UC215.9015.80
BNY Mellon EB DO Mid Cap Core16.2915.60
Blackrock Russ 3000 Alpha Tilts CF15.2615.26
State St S&P MidCapˆ® Indx SL Cl I0.0014.97
FIAM Small/Mid Cap Core Pool15.7014.96
State St S&P MidCapˆ® Indx NL Cl A0.0014.91
RhumbLine S&P 400 Mid-Cap Pooled Index14.8614.86
Source: Morningstar Separate Account/CIT Fund Database

Large Blend1 year gross return1 year net return
BNY Mellon EB DO Large Cap Core49.3848.08
State St Nasdaq-100 Indxˆ® NL Cl A27.4829.35
State St Nasdaq-100 Indxˆ® NL Cl C27.4629.29
Fisher Investments U.S. Equity 321.9221.92
Blackrock Russ 1000 Alpha Tilts CF21.3421.34
PanAgora US LgCp Stk Selector CF - I20.8020.08
Blackrock Alpha Tilts Fund CF20.0220.02
PanAgora US LgCp Stk Selector CF - R20.7820.00
Blackrock Alpha Advantage 300019.6719.67
QMA US All Cap Core Equity Fund19.7219.31
Source: Morningstar Separate Account/CIT Fund Database

Large Blend5 year gross return5 year net return
State St Nasdaq-100 Indxˆ® NL Cl A20.0118.15
State St Nasdaq-100 Indxˆ® NL Cl C0.0018.09
BNY Mellon EB DO Large Cap Core19.0618.01
BNY Mellon EB DV Dynamic U.S. Equity18.3917.93
QMA US All Cap Core Equity Fund15.9315.53
QMA US Core Equity Fund15.9315.53
Blackrock Russ 1000 Alpha Tilts CF15.2115.21
Amalgamated Bank LongView Quant. LC CF15.4615.11
Blackrock Alpha Tilts Fund CF15.0215.02
Amalgamated Bank LongView LC Qtv VEBA Fd15.2514.91
Source: Morningstar Separate Account/CIT Fund Database

Long/Short Equity1 year gross return1 year net return
Blackrock Alpha Advantage 50021.1921.19
Source: Morningstar Separate Account/CIT Fund Database

Long/Short Equity5 year gross return5 year net return
Blackrock Alpha Advantage 50015.9415.94
Source: Morningstar Separate Account/CIT Fund Database

Leveraged Net Long1 year gross return1 year net return
WellsCap Analytic Core Eq Plus (SP500)11.1110.62
Source: Morningstar Separate Account/CIT Fund Database

Leveraged Net Long5 year gross return5 year net return
WellsCap Analytic Core Eq Plus (SP500)14.4613.93
Source: Morningstar Separate Account/CIT Fund Database

World Stock1 year gross return1 year net return
Thornburg Global Equity Income Fund CIT30.6229.77
Johnston Global Equity Group Trust28.7427.94
Artisan Global Opportunity Trust, Tier 226.0725.97
Wellington CIF Global Contrarian Equity26.4225.31
Artisan Global Opportunity Trust, Tier 326.0725.13
Artisan Global Opportunity Trust, Tier 126.0825.02
Wellington Opportunistic Equity24.4422.91
Wellington CIF Unconstrained Themes22.6621.84
Wellington CIF II Global Equities21.2720.80
Brandywine Quant Global Value Eq BIT21.4120.30
Source: Morningstar Separate Account/CIT Fund Database

World Stock5 year gross return5 year net return
Thornburg Global Equity Income Fund CIT18.2117.44
Artisan Global Opportunity Trust, Tier 115.5314.55
Johnston Global Equity Group Trust15.2614.54
Wellington CIF Global Research Equity13.6812.84
Wellington CIF Global Contrarian Equity13.6012.60
Wellington CIF Unconstrained Themes13.1312.02
Wellington CIF II Global Equities11.7411.53
Brandywine Quant Global Value Eq BIT12.3111.26
Burgundy Global Focused Opportunities11.8711.01
FIAM Select Global CIT11.7010.93
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Value1 year gross return1 year net return
LSV Asset Mgt Intl Lg Cap Val Eq Trust27.3826.49
Pictet International Equity Fund LLC26.2525.20
Sprucegrove U.S. International Pool24.5423.66
Templeton Intl Equity CF23.0422.45
Macquarie Intl Value Equity (CIT 70)23.2522.39
The Boston International CF22.5421.58
LongView Intl. Value Eq Coll Fund21.5621.02
Invesco International Equity Trust19.9318.98
Allianz NFJ International Value CIT16.9516.02
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Value5 year gross return5 year net return
LSV Asset Mgt Intl Lg Cap Val Eq Trust11.2210.43
Pictet International Equity Fund LLC11.1110.18
The Boston International CF10.9510.06
LongView Intl. Value Eq Coll Fund9.448.30
Invesco International Equity Trust8.817.95
Templeton Intl Equity CF8.047.42
Sprucegrove U.S. International Pool7.917.16
Macquarie Intl Value Equity (CIT 70)0.000.00
Allianz NFJ International Value CIT0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Blend1 year gross return1 year net return
EARNEST Partners Intl27.4226.34
Fisher Investments All World Equity 325.6725.67
Blackrock Intl Alpha Tilt CF24.9324.93
Blackrock Curr Hedged EAFE Idx CF24.0024.00
GlobeFlex International All Cap CF22.3121.49
Blackrock EAFE Eq Idx Fund CF20.7920.79
BNY Mellon EB DL MVP Intl Stk Index20.6120.60
BNY Mellon ACWI ex-U.S. Fund Instl20.5920.55
BNY Mellon ACWI ex-U.S. Fund UC120.6120.50
BNY Mellon EB DV Intl Stk Index20.5720.45
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Blend5 year gross return5 year net return
Blackrock Curr Hedged EAFE Idx CF13.0013.00
Blackrock Intl Alpha Tilt CF11.9611.96
AQR International Equity World ex US11.1410.43
GlobeFlex International All Cap CF10.8910.11
QMA International Core Equity Fund10.399.79
BNY Mellon EB DL Intl Stk Index9.439.33
PGI CIT Diversified International Eq Fd10.049.22
BNY Mellon EB DL MVP Intl Stk Index9.219.14
Blackrock EAFE Eq Idx Fund CF9.059.05
State St Intl Indx SL Cl I0.008.91
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Growth1 year gross return1 year net return
Fisher Investments Foreign Equity 327.0327.03
Fisher Investments Foreign Equity Cl 127.0326.02
Capital Group Intl All Countries Eq DB26.8726.00
Capital Group Intl All Countries Eq DC-T26.8525.98
Johnston Intl Equity Group Trust26.7425.88
Fisher Investments All Foreign Equity26.2625.26
Capital Group Int'l Equity DB Fund25.1624.31
Capital Group Int’l Equity DC Unit T24.4923.64
MFSˆ® International Equity CIT -Cl524.1323.40
Thornburg Intl Equity Fd (CIT) Tier 222.7021.96
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Growth5 year gross return5 year net return
Johnston Intl Equity Group Trust10.8610.09
MFSˆ® Heritage International Growth 029.529.11
Capital Group Int’l Equity DC Unit T9.789.02
Capital Group Int'l Equity DB Fund9.738.89
Capital Group Intl All Countries Eq DB9.708.86
Capital Group Intl All Countries Eq DC-T9.618.85
William Blair International Growth CIT9.368.49
Artisan International Growth Trust - T19.298.31
Vontobel International Equity CIT8.457.77
Thornburg Intl Equity Fd (CIT) Tier 28.127.47
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Value1 year gross return1 year net return
Templeton International Smaller Co CF25.6424.75
Segall B & H Intl Sml Cap Founders24.8823.82
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Value5 year gross return5 year net return
Templeton International Smaller Co CF11.3810.62
Segall B & H Intl Sml Cap Founders0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Growth1 year gross return1 year net return
Rainier Small Cap International Equity L17.2716.26
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Growth5 year gross return5 year net return
Rainier Small Cap International Equity L0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Europe Stock1 year gross return1 year net return
FIAM Europe Growth Pool20.2719.44
Source: Morningstar Separate Account/CIT Fund Database

Europe Stock5 year gross return5 year net return
FIAM Europe Growth Pool9.058.30
Source: Morningstar Separate Account/CIT Fund Database

Pacific/Asia ex-Japan Stk1 year gross return1 year net return
NT MSCI AC Asia ex Japan-ND26.8330.62
Source: Morningstar Separate Account/CIT Fund Database

Pacific/Asia ex-Japan Stk5 year gross return5 year net return
NT MSCI AC Asia ex Japan-ND8.128.62
Source: Morningstar Separate Account/CIT Fund Database

Diversified Emerging Mkts1 year gross return1 year net return
LMCG Emerging Markets Small Cap Fd 131.0230.20
LSV Asset Mgt Emg Mkts Val Eq Fund LP30.3129.09
State St Actv Emg Mkts NL Cl A0.0027.66
Templeton Intl Emg Mkt CF28.5127.23
FIAM Select Emerging Markets Class A28.0227.15
The Boston Emerging Markets Equity CF27.9026.53
EARNEST Partners Emerging Markets Fund26.5225.26
Fisher Investments Emerging Markets Eq 325.2025.20
QMA Emerging Markets Core Equity Fund25.8025.00
Fisher Investments Emerging Markets Eq 225.2024.02
Source: Morningstar Separate Account/CIT Fund Database

Diversified Emerging Mkts5 year gross return5 year net return
FIAM Select Emerging Markets Class A6.746.00
City of London Global Emg Mkts Fund7.265.98
William Emerging Markets Growth CIT6.415.36
EARNEST Partners Emerging Markets Fund5.884.83
LSV Asset Mgt Emg Mkts Val Eq Fund LP5.614.60
State St Actv Emg Mkts NL Cl A0.004.44
State St Emg Mkts Indx NL Cl A0.003.70
Parametric Emerging Markets Equity (CIT)4.323.68
Templeton Intl Emg Mkt CF4.703.52
The Boston Emerging Markets Equity CF4.623.51
Source: Morningstar Separate Account/CIT Fund Database

Global Real Estate1 year gross return1 year net return
Blackrock Ex-US Real Estate Idx5.755.75
Cohen & Steers Global Realty CIT6.215.42
PGI CIT Global Property Securities Fund2.151.43
AEW Gl Property Secs Master Tr-DC Plan B1.561.13
AEW Gl Property Secs Master Tr-DC Plan A1.551.07
RREEF Global Real Estate Sec Cmgld Fund0.830.76
CenterSquare Global REIT CIT0.440.44
RREEF Global Real Estate Sec CF-A0.000.00
Voya Global Real Estate0.28-0.57
Source: Morningstar Separate Account/CIT Fund Database

Global Real Estate5 year gross return5 year net return
RREEF Global Real Estate Sec Cmgld Fund8.828.81
PGI CIT Global Property Securities Fund9.548.78
CenterSquare Global REIT CIT8.718.70
AEW Gl Property Secs Master Tr-DC Plan A8.938.42
RREEF Global Real Estate Sec CF-A8.048.04
Voya Global Real Estate6.756.37
Blackrock Ex-US Real Estate Idx0.000.00
Cohen & Steers Global Realty CIT0.000.00
AEW Gl Property Secs Master Tr-DC Plan B0.000.00
Source: Morningstar Separate Account/CIT Fund Database

World Bond1 year gross return1 year net return
Franklin Templeton Global Bond Plus (CF)8.267.81
Brandywine Global Opportun Fxd BGIMT5.324.75
PIMCO Global Advantage Strategy CIT II4.824.23
PIMCO Global Advantage Strategy III CIT4.834.09
Brandywine Intl Opportunistic Fxd BIT4.553.97
Brandywine Global Fixed Income BIT3.342.79
Brandywine Global Fixed Income BGIMT3.112.65
Brandywine International Fixed Inc BIT2.992.42
Brandywine Global Fixed Income GT2.972.40
Capital Group Global Aggregate FI CIT-1.15-1.52
Source: Morningstar Separate Account/CIT Fund Database

World Bond5 year gross return5 year net return
Franklin Templeton Global Bond Plus (CF)4.033.51
Brandywine Global Opportun Fxd BGIMT3.793.23
Brandywine Intl Opportunistic Fxd BIT3.382.81
Brandywine Global Fixed Income BIT2.782.22
Brandywine Global Fixed Income GT2.672.11
Brandywine Global Fixed Income BGIMT2.542.08
Brandywine International Fixed Inc BIT2.151.59
PIMCO Global Advantage Strategy CIT II1.570.99
PIMCO Global Advantage Strategy III CIT1.580.86
Capital Group Global Aggregate FI CIT0.950.57
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond1 year gross return1 year net return
DDJ Total Return Credit I Composite20.4717.38
Shenkman Capital Four Pts Multi-Strat Fd15.2114.26
BNY Mellon EB DV High Yield Beta Fund12.9312.64
FIAM High Yield Core Institutional CF12.5211.97
Wellington CIF II High Yield Bond S111.9611.48
Loomis Sayles HYCSV CIT12.0111.46
Capital Group Global High Yield FI DB Fd11.9611.19
Fort Washington High Yield Fixed Inc CF11.0311.03
Eaton Vance EB High Yield I11.2710.74
Shenkman Capital Mgt Primus HighYield CF10.9510.03
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond5 year gross return5 year net return
DDJ Total Return Credit I Composite9.598.03
Eaton Vance EB High Yield I7.627.09
Wellington CIF II High Yield Bond S16.586.14
FIAM High Yield Core Institutional CF6.485.96
Fort Washington High Yield Fixed Inc CF5.955.78
Capital Group Global High Yield FI DB Fd5.724.99
Shenkman Capital Four Pts Multi-Strat Fd0.000.00
BNY Mellon EB DV High Yield Beta Fund0.000.00
Loomis Sayles HYCSV CIT0.000.00
Shenkman Capital Mgt Primus HighYield CF0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond1 year gross return1 year net return
Invesco Core Plus Fixed Income Trust4.073.69
FIAM Core Plus Class F3.152.89
FIAM Core Plus Pool3.172.87
FIAM Core Plus Class E3.162.85
FIAM Core Plus Class K3.162.85
Wellington CIF II Core Bond Plus2.562.48
PGI CIT Commercial Mort Backed Sec Fd2.712.25
Macquarie Diversified Income (CIT 40)2.452.06
Macquarie Diversified Income (CIT 45)2.381.94
PIMCO Core Plus Bond2.311.93
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond5 year gross return5 year net return
Invesco Core Plus Fixed Income Trust4.323.95
Voya Core Plus Trust4.023.70
FIAM Core Plus Class F3.713.46
FIAM Core Plus Class E3.713.40
FIAM Core Plus Pool3.703.39
FIAM Core Plus Class K3.703.39
Wellington CIF II Core Bond Plus3.423.23
Wellington CIF II Core Bond S13.373.09
PGI CIT Core Plus Bond Fund3.102.74
Macquarie Diversified Income (CIT 45)3.122.68
Source: Morningstar Separate Account/CIT Fund Database

Short Government1 year gross return1 year net return
Smith Breeden High Credit Qual Short Dur1.230.88
Blackrock 1-3 Yr Govt Bond Idx CF0.150.15
JKMAM Total Gov/Credit Bond Index0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Short Government5 year gross return5 year net return
Smith Breeden High Credit Qual Short Dur1.220.82
Blackrock 1-3 Yr Govt Bond Idx CF0.800.80
JKMAM Total Gov/Credit Bond Index0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond1 year gross return1 year net return
Amalgamated Ultra Construction Loan4.703.66
Washington Capital Mgt Mortgage Inc CF3.963.29
Fisher Investments U.S. Fixed Income 32.862.86
Voya Short Duration High Quality Trust1.201.45
FIAM Short Duration Pool1.030.83
BNY Mellon 1-3 Yr Govt/Credit Id Fd UC10.270.17
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond5 year gross return5 year net return
Amalgamated Ultra Construction Loan8.287.21
Washington Capital Mgt Mortgage Inc CF5.344.66
Voya Short Duration High Quality Trust1.461.74
FIAM Short Duration Pool1.511.27
BNY Mellon 1-3 Yr Govt/Credit Id Fd UC10.850.76
Fisher Investments U.S. Fixed Income 30.000.00
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond1 year gross return1 year net return
FIAM Leveraged Loan Pool7.777.23
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond5 year gross return5 year net return
FIAM Leveraged Loan Pool5.745.22
Source: Morningstar Separate Account/CIT Fund Database

Long Government1 year gross return1 year net return
Blackrock Long Govt Bond Idx Fund CF-6.67-6.67
State St US Lg Gov Bnd Indx SL Cl I-6.43-6.92
BNY Mellon EB LT Govt Bond Index-6.91-6.97
Blackrock 20+ Treas Bond Idx CF-7.25-7.25
FIAM Long U.S. Treasury STRIPS - Pool-10.60-10.73
Source: Morningstar Separate Account/CIT Fund Database

Long Government5 year gross return5 year net return
Blackrock 20+ Treas Bond Idx CF2.892.89
State St US Lg Gov Bnd Indx SL Cl I0.002.84
BNY Mellon EB LT Govt Bond Index2.842.78
Blackrock Long Govt Bond Idx Fund CF1.921.92
FIAM Long U.S. Treasury STRIPS - Pool0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond1 year gross return1 year net return
Loomis Sayles CPFD CIT5.444.97
FIAM Long Corporate Pool3.803.54
Blackrock Long Corp Bond Idx CF3.103.10
BNY Mellon EB LT Credit Bond Index3.052.98
FIAM Long Duration CIT-0.09-0.34
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond5 year gross return5 year net return
BNY Mellon EB LT Credit Bond Index5.435.38
FIAM Long Corporate Pool5.585.32
Loomis Sayles CPFD CIT5.194.71
FIAM Long Duration CIT4.754.49
Blackrock Long Corp Bond Idx CF0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond1 year gross return1 year net return
Loomis Sayles MSFD CIT8.618.00
Pioneer Multi-Sector F/I - T35.785.59
Pioneer Multi-Sector F/I - T25.695.22
FIAM Broad Market Duration Pool1.160.93
BlackRock CorePlus Bond Fund0.070.07
Blackrock CoreActive Bond Fund0.070.07
FIAM U.S. Aggregate Bond Index - Pool-0.50-0.62
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond5 year gross return5 year net return
Pioneer Multi-Sector F/I - T34.874.69
FIAM Broad Market Duration Pool3.082.82
BlackRock CorePlus Bond Fund2.782.78
Blackrock CoreActive Bond Fund2.662.66
FIAM U.S. Aggregate Bond Index - Pool2.232.11
Loomis Sayles MSFD CIT0.000.00
Pioneer Multi-Sector F/I - T20.000.00
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond1 year gross return1 year net return
DDJ Total Return Credit I Composite20.4717.38
Shenkman Capital Four Pts Multi-Strat Fd15.2114.26
BNY Mellon EB DV High Yield Beta Fund12.9312.64
FIAM High Yield Core Institutional CF12.5211.97
Wellington CIF II High Yield Bond S111.9611.48
Loomis Sayles HYCSV CIT12.0111.46
Capital Group Global High Yield FI DB Fd11.9611.19
Fort Washington High Yield Fixed Inc CF11.0311.03
Eaton Vance EB High Yield I11.2710.74
Shenkman Capital Mgt Primus HighYield CF10.9510.03
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond5 year gross return5 year net return
DDJ Total Return Credit I Composite9.598.03
Eaton Vance EB High Yield I7.627.09
Wellington CIF II High Yield Bond S16.586.14
FIAM High Yield Core Institutional CF6.485.96
Fort Washington High Yield Fixed Inc CF5.955.78
Capital Group Global High Yield FI DB Fd5.724.99
Shenkman Capital Four Pts Multi-Strat Fd0.000.00
BNY Mellon EB DV High Yield Beta Fund0.000.00
Loomis Sayles HYCSV CIT0.000.00
Shenkman Capital Mgt Primus HighYield CF0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond1 year gross return1 year net return
Invesco Core Plus Fixed Income Trust4.073.69
FIAM Core Plus Class F3.152.89
FIAM Core Plus Pool3.172.87
FIAM Core Plus Class E3.162.85
FIAM Core Plus Class K3.162.85
Wellington CIF II Core Bond Plus2.562.48
PGI CIT Commercial Mort Backed Sec Fd2.712.25
Macquarie Diversified Income (CIT 40)2.452.06
Macquarie Diversified Income (CIT 45)2.381.94
PIMCO Core Plus Bond2.311.93
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond5 year gross return5 year net return
Invesco Core Plus Fixed Income Trust4.323.95
Voya Core Plus Trust4.023.70
FIAM Core Plus Class F3.713.46
FIAM Core Plus Class E3.713.40
FIAM Core Plus Pool3.703.39
FIAM Core Plus Class K3.703.39
Wellington CIF II Core Bond Plus3.423.23
Wellington CIF II Core Bond S13.373.09
PGI CIT Core Plus Bond Fund3.102.74
Macquarie Diversified Income (CIT 45)3.122.68
Source: Morningstar Separate Account/CIT Fund Database

Short Government1 year gross return1 year net return
Smith Breeden High Credit Qual Short Dur1.230.88
Blackrock 1-3 Yr Govt Bond Idx CF0.150.15
JKMAM Total Gov/Credit Bond Index0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Short Government5 year gross return5 year net return
Smith Breeden High Credit Qual Short Dur1.220.82
Blackrock 1-3 Yr Govt Bond Idx CF0.800.80
JKMAM Total Gov/Credit Bond Index0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond1 year gross return1 year net return
Amalgamated Ultra Construction Loan4.703.66
Washington Capital Mgt Mortgage Inc CF3.963.29
Fisher Investments U.S. Fixed Income 32.862.86
Voya Short Duration High Quality Trust1.201.45
FIAM Short Duration Pool1.030.83
BNY Mellon 1-3 Yr Govt/Credit Id Fd UC10.270.17
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond5 year gross return5 year net return
Amalgamated Ultra Construction Loan8.287.21
Washington Capital Mgt Mortgage Inc CF5.344.66
Voya Short Duration High Quality Trust1.461.74
FIAM Short Duration Pool1.511.27
BNY Mellon 1-3 Yr Govt/Credit Id Fd UC10.850.76
Fisher Investments U.S. Fixed Income 30.000.00
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond1 year gross return1 year net return
FIAM Leveraged Loan Pool7.777.23
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond5 year gross return5 year net return
FIAM Leveraged Loan Pool5.745.22
Source: Morningstar Separate Account/CIT Fund Database

Long Government1 year gross return1 year net return
Blackrock Long Govt Bond Idx Fund CF-6.67-6.67
State St US Lg Gov Bnd Indx SL Cl I-6.43-6.92
BNY Mellon EB LT Govt Bond Index-6.91-6.97
Blackrock 20+ Treas Bond Idx CF-7.25-7.25
FIAM Long U.S. Treasury STRIPS - Pool-10.60-10.73
Source: Morningstar Separate Account/CIT Fund Database

Long Government5 year gross return5 year net return
Blackrock 20+ Treas Bond Idx CF2.892.89
State St US Lg Gov Bnd Indx SL Cl I0.002.84
BNY Mellon EB LT Govt Bond Index2.842.78
Blackrock Long Govt Bond Idx Fund CF1.921.92
FIAM Long U.S. Treasury STRIPS - Pool0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond1 year gross return1 year net return
Loomis Sayles CPFD CIT5.444.97
FIAM Long Corporate Pool3.803.54
Blackrock Long Corp Bond Idx CF3.103.10
BNY Mellon EB LT Credit Bond Index3.052.98
FIAM Long Duration CIT-0.09-0.34
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond5 year gross return5 year net return
BNY Mellon EB LT Credit Bond Index5.435.38
FIAM Long Corporate Pool5.585.32
Loomis Sayles CPFD CIT5.194.71
FIAM Long Duration CIT4.754.49
Blackrock Long Corp Bond Idx CF0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond1 year gross return1 year net return
Loomis Sayles MSFD CIT8.618.00
Pioneer Multi-Sector F/I - T35.785.59
Pioneer Multi-Sector F/I - T25.695.22
FIAM Broad Market Duration Pool1.160.93
BlackRock CorePlus Bond Fund0.070.07
Blackrock CoreActive Bond Fund0.070.07
FIAM U.S. Aggregate Bond Index - Pool-0.50-0.62
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond5 year gross return5 year net return
Pioneer Multi-Sector F/I - T34.874.69
FIAM Broad Market Duration Pool3.082.82
BlackRock CorePlus Bond Fund2.782.78
Blackrock CoreActive Bond Fund2.662.66
FIAM U.S. Aggregate Bond Index - Pool2.232.11
Loomis Sayles MSFD CIT0.000.00
Pioneer Multi-Sector F/I - T20.000.00
Source: Morningstar Separate Account/CIT Fund Database

Inflation-Protected Bond1 year gross return1 year net return
PIMCO Real Return Strategy Fund1.070.57
Wellington CIF II TIPS S10.810.34
PIMCO Real Return Collective Trust II0.20-0.24
U.S. Treasury Inflation Prot Sec Fund F-0.40-0.40
FIAM U.S. TIPS Index - Pool-0.35-0.45
State St US Infl Protct Bnd Indx NL Cl A0.00-0.64
BNY Mellon TIPS Index Fund UC1-0.66-0.73
Source: Morningstar Separate Account/CIT Fund Database

Inflation-Protected Bond5 year gross return5 year net return
U.S. Treasury Inflation Prot Sec Fund F0.370.37
State St US Infl Protct Bnd Indx NL Cl A0.000.24
Wellington CIF II TIPS S10.440.23
BNY Mellon TIPS Index Fund UC10.220.15
FIAM U.S. TIPS Index - Pool0.240.14
PIMCO Real Return Collective Trust II0.24-0.20
PIMCO Real Return Strategy Fund0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Stable Value1 year gross return1 year net return
Putnam Stable Value Fund: Gross2.062.02
IBEW NECA Stable Value Tr Bas Category2.041.96
Putnam Stable Value Fund: 15bps2.061.91
Galliard Managed Income Fund2.221.90
Putnam Stable Value Fund: 20bps2.061.89
Putnam Stable Value Fund: 25bps2.061.81
Putnam Stable Value Fund: 30bps2.061.76
PIMCO Stable Income Fund Class 12.261.71
Putnam Stable Value Fund: 35bps2.061.70
Principal Stable Value Z1.831.70
Source: Morningstar Separate Account/CIT Fund Database

Stable Value5 year gross return5 year net return
Galliard Managed Income Fund2.402.08
Putnam Stable Value Fund: Gross2.012.00
IBEW NECA Stable Value Tr Bas Category2.041.95
Putnam Stable Value Fund: 15bps2.011.86
Putnam Stable Value Fund: 20bps2.011.81
Putnam Stable Value Fund: 25bps2.011.76
Putnam Stable Value Fund: 30bps2.011.70
IBEW NECA Stable Value Trust Premier Cl2.031.69
Putnam Stable Value Fund: 35bps2.011.65
Putnam Stable Value Fund: 45bps2.011.55
Source: Morningstar Separate Account/CIT Fund Database

Convertibles1 year gross return1 year net return
Shenkman Capital Mgt Gamma Convert Fund10.869.99
Source: Morningstar Separate Account/CIT Fund Database

Convertibles5 year gross return5 year net return
Shenkman Capital Mgt Gamma Convert Fund6.645.79
Source: Morningstar Separate Account/CIT Fund Database

Emerging Markets Bond1 year gross return1 year net return
TCW Emerging Markets Fixed Income Cl D11.4310.56
FIAM Emerging Market Debt Pool9.819.10
Capital Group EM Debt (Broad) DB Fund8.998.35
Capital Group EM Debt (Broad) DC Unit T8.918.26
Source: Morningstar Separate Account/CIT Fund Database

Emerging Markets Bond5 year gross return5 year net return
FIAM Emerging Market Debt Pool7.096.40
TCW Emerging Markets Fixed Income Cl D6.205.36
Capital Group EM Debt (Broad) DB Fund3.362.74
Capital Group EM Debt (Broad) DC Unit T3.262.65
Source: Morningstar Separate Account/CIT Fund Database

World Allocation1 year gross return1 year net return
Wellington Opportunistic Investment17.3916.31
Capital EM Total Opportunities DB Fund12.1311.03
Capital Group Absolute Income Grower DB8.788.03
Wellington CIF II Divers Inflation Hg S13.492.55
State St Real Asset NL Cl A0.001.99
State St Real Asset NL Cl C11.741.81
PIMCO Diversified Real Asset CIT-1.54-2.05
Source: Morningstar Separate Account/CIT Fund Database

World Allocation5 year gross return5 year net return
Capital Group Absolute Income Grower DB8.667.91
Wellington Opportunistic Investment8.187.06
Capital EM Total Opportunities DB Fund3.262.23
PIMCO Diversified Real Asset CIT0.48-0.04
State St Real Asset NL Cl A0.00-0.34
State St Real Asset NL Cl C0.00-0.51
Wellington CIF II Divers Inflation Hg S1-3.13-4.01
Source: Morningstar Separate Account/CIT Fund Database

Conservative Allocation1 year gross return1 year net return
State Street Tactical Bal Growth SL Fd11.3111.15
Manning & Napier Pro-Mix Modrte Term S7.776.81
Manning & Napier Pro-Mix Consrv Term S6.345.44
Wellington CIF II Balanced Real Asset S12.592.02
Source: Morningstar Separate Account/CIT Fund Database

Conservative Allocation5 year gross return5 year net return
State Street Tactical Bal Growth SL Fd9.219.05
Manning & Napier Pro-Mix Modrte Term S6.635.67
Manning & Napier Pro-Mix Consrv Term S5.204.31
Wellington CIF II Balanced Real Asset S1-1.80-2.41
Source: Morningstar Separate Account/CIT Fund Database

Moderate Allocation1 year gross return1 year net return
Enterprise Hldgs Ret Sav Pl Pft Shr Pl11.4011.31
Manning & Napier Pro-Mix Extend Term S9.968.98
Source: Morningstar Separate Account/CIT Fund Database

Moderate Allocation5 year gross return5 year net return
Enterprise Hldgs Ret Sav Pl Pft Shr Pl0.008.93
Manning & Napier Pro-Mix Extend Term S8.047.07
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2000-20101 year gross return1 year net return
FIAM Target Date 2010 Composite10.049.95
FIAM Target Date 2010 S10.089.79
FIAM Target Date 2010 R10.129.79
FIAM Target Date 2010 X10.129.73
FIAM Target Date 2010 Q10.119.73
FIAM Target Date 2010 Y10.079.70
FIAM Target Date 2010 P10.109.66
FIAM Target Date 2010 V10.099.60
FIAM Target Date 2010 U10.109.55
FIAM Target Date 2010 W9.829.39
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2000-20105 year gross return5 year net return
FIAM Target Date 2010 S7.407.12
FIAM Target Date 2010 R7.407.08
FIAM Target Date 2010 Y7.397.03
FIAM Target Date 2010 Q7.387.01
FIAM Target Date 2010 X7.397.00
FIAM Target Date 2010 P7.396.96
FIAM Target Date 2010 Composite7.396.92
FIAM Target Date 2010 W7.336.90
FIAM Target Date 2010 V7.386.88
FIAM Target Date 2010 U7.406.85
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2011-20151 year gross return1 year net return
FIAM Target Date 2015 Composite11.8211.73
FIAM Target Date 2015 Q11.9111.52
FIAM Target Date 2015 R11.8411.51
FIAM Target Date 2015 S11.7911.50
FIAM Target Date 2015 X11.8411.44
FIAM Target Date 2015 Y11.7911.42
FIAM Target Date 2015 V11.8111.31
FIAM Target Date 2015 P11.7411.30
FIAM Target Date 2015 U11.8511.29
FIAM Target Date 2015 W11.4411.00
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2011-20155 year gross return5 year net return
FIAM Target Date 2015 S8.037.75
FIAM Target Date 2015 R7.967.64
FIAM Target Date 2015 Y7.957.59
FIAM Target Date 2015 Q7.967.58
FIAM Target Date 2015 X7.927.52
FIAM Target Date 2015 P7.957.51
FIAM Target Date 2015 Composite7.967.49
FIAM Target Date 2015 W7.897.46
FIAM Target Date 2015 V7.947.44
FIAM Target Date 2015 U7.967.41
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2016-20201 year gross return1 year net return
FIAM Target Date 2020 Composite13.0412.94
FIAM Target Date 2020 R13.0112.67
FIAM Target Date 2020 S12.9512.66
FIAM Target Date 2020 Y13.0212.64
FIAM Target Date 2020 X13.0012.59
FIAM Target Date 2020 V13.0512.55
FIAM Target Date 2020 P12.9812.53
FIAM Target Date 2020 Q12.9112.52
FIAM Target Date 2020 U13.0112.44
FIAM Target Date 2020 W12.5912.15
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2016-20205 year gross return5 year net return
FIAM Target Date 2020 S8.548.26
FIAM Target Date 2020 R8.528.20
FIAM Target Date 2020 Y8.538.16
FIAM Target Date 2020 Q8.528.14
FIAM Target Date 2020 X8.538.13
FIAM Target Date 2020 P8.538.08
FIAM Target Date 2020 Composite8.538.06
FIAM Target Date 2020 V8.548.04
FIAM Target Date 2020 W8.458.02
FIAM Target Date 2020 U8.547.98
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2021-20251 year gross return1 year net return
FIAM Target Date 2025 Composite14.1914.09
FIAM Target Date 2025 R14.1913.85
FIAM Target Date 2025 S14.1213.83
FIAM Target Date 2025 Y14.1913.81
FIAM Target Date 2025 Q14.1713.77
FIAM Target Date 2025 X14.1813.77
FIAM Target Date 2025 P14.1513.70
FIAM Target Date 2025 V14.1613.65
FIAM Target Date 2025 U14.1913.62
FIAM Target Date 2025 W13.6813.24
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2021-20255 year gross return5 year net return
FIAM Target Date 2025 S9.579.28
FIAM Target Date 2025 R9.549.21
FIAM Target Date 2025 Y9.549.16
FIAM Target Date 2025 Q9.539.14
FIAM Target Date 2025 X9.539.13
FIAM Target Date 2025 P9.539.09
FIAM Target Date 2025 Composite9.539.06
FIAM Target Date 2025 V9.539.02
FIAM Target Date 2025 W9.449.00
FIAM Target Date 2025 U9.548.98
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2026-20301 year gross return1 year net return
FIAM Target Date 2030 Composite16.9316.83
FIAM Target Date 2030 R16.9216.57
FIAM Target Date 2030 S16.8616.56
FIAM Target Date 2030 X16.9216.50
FIAM Target Date 2030 Q16.9116.50
FIAM Target Date 2030 Y16.8616.46
FIAM Target Date 2030 P16.9016.43
FIAM Target Date 2030 V16.9216.39
FIAM Target Date 2030 U16.9516.36
FIAM Target Date 2030 W16.2215.76
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2026-20305 year gross return5 year net return
FIAM Target Date 2030 S10.3310.05
FIAM Target Date 2030 R10.3310.00
FIAM Target Date 2030 Y10.329.95
FIAM Target Date 2030 Q10.329.94
FIAM Target Date 2030 X10.339.92
FIAM Target Date 2030 P10.339.89
FIAM Target Date 2030 Composite10.339.86
FIAM Target Date 2030 V10.339.82
FIAM Target Date 2030 U10.349.77
FIAM Target Date 2030 W10.209.76
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2031-20351 year gross return1 year net return
FIAM Target Date 2035 Composite18.9518.84
FIAM Target Date 2035 S19.0018.70
FIAM Target Date 2035 Y19.0018.60
FIAM Target Date 2035 R18.9318.57
FIAM Target Date 2035 P18.9918.52
FIAM Target Date 2035 X18.9318.50
FIAM Target Date 2035 Q18.9218.50
FIAM Target Date 2035 V18.9918.46
FIAM Target Date 2035 U18.9418.35
FIAM Target Date 2035 W18.2117.75
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2031-20355 year gross return5 year net return
FIAM Target Date 2035 S11.2810.99
FIAM Target Date 2035 R11.2610.93
FIAM Target Date 2035 Y11.2810.90
FIAM Target Date 2035 Q11.2710.88
FIAM Target Date 2035 P11.2710.83
FIAM Target Date 2035 X11.2410.83
FIAM Target Date 2035 Composite11.2710.79
FIAM Target Date 2035 V11.2410.73
FIAM Target Date 2035 W11.1410.70
FIAM Target Date 2035 U11.2510.68
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2036-20401 year gross return1 year net return
FIAM Target Date 2040 Composite18.9618.86
FIAM Target Date 2040 S18.9418.64
FIAM Target Date 2040 Q19.0318.62
FIAM Target Date 2040 R18.9518.60
Wellington Trust Target 204019.1718.60
FIAM Target Date 2040 Y18.9518.55
FIAM Target Date 2040 P19.0218.54
FIAM Target Date 2040 X18.9618.53
FIAM Target Date 2040 V19.0218.48
FIAM Target Date 2040 U19.0118.42
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2036-20405 year gross return5 year net return
FIAM Target Date 2040 S11.3811.09
FIAM Target Date 2040 R11.3611.03
FIAM Target Date 2040 Y11.3610.99
FIAM Target Date 2040 Q11.3710.98
FIAM Target Date 2040 P11.3710.93
FIAM Target Date 2040 X11.3410.93
FIAM Target Date 2040 Composite11.3610.89
FIAM Target Date 2040 V11.3710.86
FIAM Target Date 2040 U11.3410.77
FIAM Target Date 2040 W11.2110.77
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2041-20451 year gross return1 year net return
FIAM Target Date 2045 Composite19.0418.94
FIAM Target Date 2045 R19.1018.74
FIAM Target Date 2045 S19.0118.71
FIAM Target Date 2045 Y19.0118.61
FIAM Target Date 2045 X19.0118.58
FIAM Target Date 2045 P19.0018.52
FIAM Target Date 2045 Q18.9218.51
FIAM Target Date 2045 V19.0118.47
FIAM Target Date 2045 U19.0518.45
FIAM Target Date 2045 W18.2817.82
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2041-20455 year gross return5 year net return
FIAM Target Date 2045 S11.5011.21
FIAM Target Date 2045 R11.5211.18
FIAM Target Date 2045 Y11.5011.13
FIAM Target Date 2045 X11.5411.13
FIAM Target Date 2045 Q11.4911.11
FIAM Target Date 2045 P11.5011.05
FIAM Target Date 2045 Composite11.5111.03
FIAM Target Date 2045 V11.5111.00
Voya Target Solution 2045 Trust11.5110.97
FIAM Target Date 2045 W11.3810.94
Source: Morningstar Separate Account/CIT Fund Database

Retirement Income1 year gross return1 year net return
Wellington Trust Target Retire Income6.345.90
Voya Target Solution Income Trust6.325.81
Manning & Napier RT Income CIT Class I6.365.63
State St Target Ret Income NL Cl A0.005.51
State St Target Ret Income SL Cl I0.005.50
BNY Mellon SmartPath Retirement Income5.615.47
Manning & Napier RT Income CIT Class S6.295.26
Manning & Napier GOAL Income CIT Class U5.164.80
State St DJ Target Today Indx SM SL Cl C3.371.33
State St DJ Target Today IndxSM SL Cl A2.250.98
Source: Morningstar Separate Account/CIT Fund Database

Retirement Income5 year gross return5 year net return
Voya Target Solution Income Trust6.095.58
BNY Mellon SmartPath Retirement Income5.165.00
Manning & Napier RT Income CIT Class I5.224.50
State St Target Ret Income SL Cl I0.004.42
State St Target Ret Income NL Cl A0.004.41
Manning & Napier RT Income CIT Class S5.204.18
Wellington Trust Target Retire Income4.223.74
State St DJ Target Today Indx SM SL Cl C4.212.28
State St DJ Target Today IndxSM SL Cl A6.121.92
Manning & Napier GOAL Income CIT Class U0.000.00
Source: Morningstar Separate Account/CIT Fund Database
Recommended for You
Large REITs overweight gaming, healthcare, telecom, among others — Nareit
Large REITs overweight gaming, healthcare, telecom, among others — Nareit
Publicly traded alternative firms’ private equity returns vary; private credit strong
Publicly traded alternative firms’ private equity returns vary; private credit strong
The P&I/Thinking Ahead Institute World 300 by the numbers
The P&I/Thinking Ahead Institute World 300 by the numbers