Large Blend | 1 year gross return | 1 year net return |
---|---|---|
TCW New America Premier Equities | 29.94 | 28.96 |
Harris Assoc. Concentrated Comp | 29.26 | 28.00 |
Todd Large Cap Intrinsic Value | 28.60 | 27.84 |
Sierra Inv Large Cap Intrinsic Value Eq | 28.60 | 27.84 |
AT Capital Mgmt Large Cap Core | 27.23 | 26.73 |
Marshfield Core Value Equity | 27.92 | 26.45 |
The CMC Dividend Appreciation | 26.87 | 26.23 |
Wright Large Cap Core Equity | 26.26 | 25.75 |
NB Nackenson SMA Strategy | 25.24 | 25.24 |
Julex Dyn TA Large Cap Risk Mnged Comp | 26.15 | 24.90 |
Source: Morningstar Separate Account/CIT Fund Database
Large Blend | 5 year gross return | 5 year net return |
---|---|---|
NB Nackenson SMA Strategy | 17.57 | 17.57 |
Mellon Capital Dynamic U.S. Equity Comp | 17.80 | 17.23 |
Glenmede Large Cap Equity | 17.13 | 16.27 |
Aristotle Value Equity | 16.49 | 16.11 |
Wakefield Large Cap Equity | 17.72 | 16.10 |
NB Multi-Cap Opportunities | 16.07 | 16.07 |
Jacobs Levy Core Equity (Russell 3000) | 16.29 | 15.79 |
Glenmede Large Cap Environmental | 16.49 | 15.63 |
Jacobs Levy Large Cap (S&P 500) | 16.18 | 15.63 |
Harris Assoc. U.S. Equity Comp | 16.43 | 15.58 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Blend | 1 year gross return | 1 year net return |
---|---|---|
Clark Navigator All Cap Core | 30.00 | 29.55 |
The Capital Mgt Corp All Cap Equity Comp | 30.47 | 29.46 |
The Boston Opportunistic Investor | 34.43 | 28.45 |
Fisher Small and Mid Cap Value | 27.46 | 26.46 |
Advisors Capital Mgt Growth | 26.33 | 24.76 |
Fisher Mid-Cap Value | 25.53 | 24.64 |
Scout Mid Cap Equity | 25.36 | 24.38 |
Leuthold Select Industries | 25.03 | 23.82 |
Smith Graham SMID (Small/Mid) Cap Value | 24.69 | 23.80 |
Zacks Mid-Cap Core Strategy | 24.67 | 23.76 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Blend | 5 year gross return | 5 year net return |
---|---|---|
Smith Graham SMID (Small/Mid) Cap Value | 17.90 | 17.03 |
Boston Partners Mid-Cap Value Equity | 17.45 | 17.01 |
Clarkston Capital SMID Composite | 17.13 | 16.50 |
QMA US Mid Cap Core Equity | 17.12 | 16.49 |
Chartwell Mid-Cap Value | 17.04 | 16.12 |
Zacks Mid-Cap Core Strategy | 16.92 | 16.06 |
Triboro Socially Responsible All Cap | 15.79 | 15.79 |
Leuthold Select Industries | 16.82 | 15.69 |
Iridian Private Value/ Mid-Cap Equity | 16.34 | 15.56 |
Clark Navigator All Cap Core | 15.87 | 15.47 |
Source: Morningstar Separate Account/CIT Fund Database
Small Blend | 1 year gross return | 1 year net return |
---|---|---|
Wakefield Small Cap Equity | 33.88 | 32.16 |
Ironwood Inv Mgt Conc Small Cap Val | 33.65 | 32.10 |
Allianz US Systematic Small Cap | 32.17 | 31.52 |
Kestrel Inv Mgt Corp. Sm-Cap Val Eq | 30.89 | 29.71 |
The Capital Mgt Corp SMID | 30.33 | 29.70 |
Robotti Value Equity | 30.44 | 28.08 |
Zacks Small Company Earnings Strategy | 28.34 | 27.40 |
Shapiro Capital Mgt Sm-Cap Val | 28.42 | 27.23 |
Systematic Small Cap Free Cash Flow | 28.31 | 27.11 |
WEDGE Micro Cap Value | 28.64 | 27.07 |
Source: Morningstar Separate Account/CIT Fund Database
Small Blend | 5 year gross return | 5 year net return |
---|---|---|
Federated MDT Sm-Cap Core | 20.08 | 18.91 |
Wakefield Small Cap Equity | 20.01 | 18.45 |
Jacobs Levy Small Cap (S&P 600) | 19.42 | 18.43 |
361 U.S. Small Cap Equity | 19.66 | 18.39 |
ZPR Fundamental Small Cap Value | 19.19 | 17.82 |
The Capital Mgt Corp SMID | 18.45 | 17.77 |
BMO Disciplined Small-Cap Core | 18.80 | 17.76 |
Affinity Small Cap Equity | 18.16 | 17.32 |
Wellington Small Cap Opportunities | 18.23 | 17.17 |
Orchard Select Small Cap Value | 18.28 | 17.12 |
Source: Morningstar Separate Account/CIT Fund Database
Large Growth | 1 year gross return | 1 year net return |
---|---|---|
ICON Dom Core Eq | 37.27 | 36.41 |
Merlin Dynamic Growth | 33.92 | 32.44 |
The CMC Alpha | 32.54 | 31.78 |
LEIA CBI | 31.44 | 31.44 |
T. Rowe Price US Large-Cap Growth Equity | 31.34 | 30.72 |
Mark Focus | 32.86 | 30.20 |
Integre Large Cap Value | 30.18 | 29.99 |
Merlin Large Cap Growth | 30.78 | 29.88 |
T. Rowe Price U.S. Growth Stock SMA | 29.02 | 29.02 |
Marsico Non-Taxable Select Alpha Growth | 31.00 | 28.86 |
Source: Morningstar Separate Account/CIT Fund Database
Large Growth | 5 year gross return | 5 year net return |
---|---|---|
LEIA CBI | 20.43 | 20.43 |
Cookson Peirce All-Cap Equity MA | 20.42 | 19.83 |
Cognios Quantitative Large Cap Growth | 19.58 | 19.20 |
Loomis Sayles All Cap Growth | 19.37 | 18.82 |
Edgewood Mgt Lg-Cap Gr | 19.82 | 18.81 |
Advisory Research U.S. Large Cap Growth | 19.10 | 18.56 |
Morgan Stanley Growth | 19.33 | 18.45 |
Loomis Sayles Large Cap Growth | 18.65 | 18.22 |
T. Rowe Price US Large-Cap Growth Equity | 18.48 | 17.91 |
Cookson All-Cap Equity | 18.97 | 17.81 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Growth | 1 year gross return | 1 year net return |
---|---|---|
FIIG Small and Mid Cap Core | 31.12 | 30.17 |
Naylor & Company Core Composite | 32.51 | 30.04 |
Princeton Sector Select Composite | 30.03 | 28.76 |
Loomis Sayles Small/Mid Cap Growth | 28.31 | 27.25 |
Pinnacle Small Mid Cap Equity | 28.22 | 26.97 |
Curran Mid Cap Core Growth Equity | 26.41 | 25.59 |
William Blair SMID Gr Team | 26.56 | 25.36 |
Baron High Growth Strategy | 26.06 | 24.86 |
BlackRock Md-Cap Gr Eq | 25.19 | 24.69 |
Texas All Cap Growth | 25.11 | 24.68 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Growth | 5 year gross return | 5 year net return |
---|---|---|
Naylor & Company Core Composite | 26.05 | 23.39 |
BlackRock Md-Cap Gr Eq | 18.49 | 17.65 |
Janus Henderson Mid Cap Growth | 17.55 | 16.79 |
ClariVest Mid Cap Growth | 17.60 | 16.73 |
Snyder Capital Mgt Concen All-Cap Value | 17.79 | 16.66 |
Cognios Quantitative All Cap Growth | 17.05 | 16.64 |
T. Rowe Price US Mid-Cap Growth Equity | 17.33 | 16.64 |
Pinnacle Loprice | 17.69 | 16.53 |
Sandhill Concentrated Equity Alpha | 17.28 | 16.38 |
T. Rowe Price US Small-Cap Growth Equity | 17.21 | 16.26 |
Source: Morningstar Separate Account/CIT Fund Database
Small Growth | 1 year gross return | 1 year net return |
---|---|---|
Kayne Anderson Rudnick SC Quality Select | 72.84 | 70.82 |
Granahan Inv Mgt Small Cap Discoveries | 40.35 | 39.41 |
Weatherbie Capital â Spec Gr Eq | 35.33 | 34.39 |
Kayne Anderson Rudnick SC Sustain Growth | 35.07 | 33.78 |
Oberweis Micro-Cap Growth | 34.68 | 33.67 |
RS Small Cap Growth | 33.67 | 32.48 |
Granahan SC Advantage | 32.96 | 32.39 |
Baron Discovery Strategy | 32.85 | 31.75 |
Scout Small Cap Equity | 32.52 | 31.42 |
Conestoga Small Cap Growth | 31.93 | 31.15 |
Source: Morningstar Separate Account/CIT Fund Database
Small Growth | 5 year gross return | 5 year net return |
---|---|---|
BMO Microcap Equity - Institutional - SA | 21.51 | 20.29 |
Oberweis Micro-Cap Growth | 20.93 | 19.91 |
Kayne Anderson Rudnick SC Sustain Growth | 20.83 | 19.65 |
Friess Small Cap Growth | 19.96 | 18.84 |
Renaissance Small Cap Growth | 19.45 | 18.77 |
Granahan Inv Mgt Small Cap Discoveries | 19.21 | 18.69 |
Brown Capital Small Company Service | 19.76 | 18.67 |
US Equity Small Cap Core | 18.91 | 18.06 |
Essex Inv Mgt Micro Cap Growth | 18.97 | 17.73 |
Jacobs Levy Sm Cap Gr (R 2000 Gr) | 18.70 | 17.72 |
Source: Morningstar Separate Account/CIT Fund Database
Large Value | 1 year gross return | 1 year net return |
---|---|---|
Cornerstone Concentrated 30 | 28.63 | 27.69 |
O'Shaughnessy Market Leaders Core | 26.35 | 25.80 |
Markston U.S. Large Cap Value | 26.27 | 25.41 |
Large Cap Value | 25.65 | 24.91 |
Cornerstone Value 50 | 25.02 | 24.10 |
Harris Assoc. U.S. Diversified Comp | 25.89 | 24.01 |
Hotchkis & Wiley - Lg-Cap Divers Val | 24.07 | 23.86 |
Federated Clover All Cap Value | 24.77 | 23.85 |
Systematic Financial Mgt Lg-Cap Val ES | 24.41 | 23.68 |
Hotchkis & Wiley - Lg-Cap Fundamental V | 24.08 | 23.65 |
Source: Morningstar Separate Account/CIT Fund Database
Large Value | 5 year gross return | 5 year net return |
---|---|---|
PIMCO StocksPLUS Long Duration | 18.44 | 17.87 |
Lyrical U.S. Value Equity â EQ | 19.55 | 17.82 |
Alpha Quant Value Equity | 19.01 | 17.71 |
WEDGE Large Cap Value | 17.66 | 16.80 |
Large Cap Value | 16.92 | 16.24 |
Cornerstone Value 50 | 16.96 | 16.09 |
Numeric Investors Large Core | 16.69 | 16.08 |
Pzena U.S. Best Ideas | 17.01 | 15.86 |
Queens Oak Concentrated Large Cap Value | 16.79 | 15.81 |
Boston Partners Premium Equity | 16.43 | 15.81 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Value | 1 year gross return | 1 year net return |
---|---|---|
Donald Smith & Co. Md-Cap Val Eq | 34.09 | 33.72 |
Allianz Mid Cap Value 100 | 31.87 | 30.77 |
Knightsbridge Asset Mgt Opp Val | 30.48 | 29.05 |
MAP US Multi-Cap Value Composite | 28.01 | 26.77 |
Shapiro Capital Mgt Enh Small Cap Value | 27.42 | 26.24 |
Smith Graham Mid-Cap Value | 26.61 | 25.68 |
Donald Smith & Co. All Eq Accounts Comp | 26.25 | 25.62 |
TCW Relative Value Mid Cap | 26.43 | 25.42 |
AJO Large Cap - Dynamic 115/15 | 24.83 | 24.51 |
HIS Dividend Plus | 25.99 | 24.11 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Value | 5 year gross return | 5 year net return |
---|---|---|
Smith Graham Mid-Cap Value | 18.62 | 17.74 |
Donald Smith & Co. Lg-Cap Cncntrd Val Eq | 18.17 | 17.59 |
Martingale MidCap Core | 17.88 | 17.07 |
Brandywine Div Mid Cap Dedicated Val | 17.87 | 17.00 |
Brandes U.S. Small-Mid Cap Value Equity | 17.99 | 16.91 |
Denali Network Value Mid | 16.81 | 16.40 |
Pzena Mid-Cap Focused Value | 17.10 | 16.37 |
Donald Smith & Co. Md-Cap Val Eq | 16.53 | 16.22 |
TSW Mid-Cap Value | 16.65 | 16.16 |
LSV Asset Mgt Md-Cap Val Eq | 16.87 | 16.15 |
Source: Morningstar Separate Account/CIT Fund Database
Small Value | 1 year gross return | 1 year net return |
---|---|---|
Pacific Ridge Capital Ptnrs Micro Cp Val | 38.21 | 35.55 |
Towle & Co. Deep Value | 33.33 | 32.39 |
ZPR Volume Momentum | 33.69 | 31.34 |
DGHM Micro Cap | 31.77 | 30.22 |
Schneider Capital Mgt Sm-Cap Val | 31.26 | 29.72 |
Walthausen & Co Small Cap Value Comp | 29.79 | 28.99 |
Cooke & Bieler Small Cap Value Equity | 29.99 | 28.71 |
Denali Network Value Micro | 29.90 | 28.38 |
DePrince, Race & Zollo, Micro Cap Val | 28.30 | 27.09 |
Hotchkis & Wiley -Small Cap Divsfd Value | 27.73 | 26.81 |
Source: Morningstar Separate Account/CIT Fund Database
Small Value | 5 year gross return | 5 year net return |
---|---|---|
Towle & Co. Deep Value | 21.55 | 20.69 |
Pacific Ridge Capital Ptnrs Micro Cp Val | 22.57 | 20.66 |
O'Shaughnessy Micro Cap | 21.28 | 19.99 |
Cooke & Bieler Small Cap Value Equity | 18.93 | 18.07 |
Federated MDT Sm-Cap Val | 19.03 | 17.85 |
DGHM Micro Cap | 19.10 | 17.70 |
ZPR Volume Momentum | 19.57 | 17.57 |
Hotchkis & Wiley -Small Cap Divsfd Value | 18.06 | 17.09 |
Foundry Partners Micro Cap Value | 18.15 | 17.06 |
WellsCap Analytic Small-Mid Cap Equity | 17.66 | 16.99 |
Source: Morningstar Separate Account/CIT Fund Database
Bear Market | 1 year gross return | 1 year net return |
---|---|---|
Federated Alternative Bear Equity Comp | -15.03 | -16.32 |
Source: Morningstar Separate Account/CIT Fund Database
Bear Market | 5 year gross return | 5 year net return |
---|---|---|
Federated Alternative Bear Equity Comp | -13.71 | -15.02 |
Source: Morningstar Separate Account/CIT Fund Database
Financial | 1 year gross return | 1 year net return |
---|---|---|
ZPR Volume Value | 42.56 | 40.23 |
Bluestone Banking Total Return Strategy | 35.53 | 33.77 |
ZPR Volume Winners | 34.03 | 31.90 |
Bluestone US Bank Opportunity Strategy | 28.29 | 25.83 |
McKinley Capital Business Development Co | 11.72 | 10.26 |
Confluence BDC-Wrap | 11.72 | 10.00 |
Advisory Research BDC | 5.95 | 4.94 |
Source: Morningstar Separate Account/CIT Fund Database
Financial | 5 year gross return | 5 year net return |
---|---|---|
ZPR Volume Value | 24.80 | 22.74 |
ZPR Volume Winners | 20.77 | 18.82 |
Bluestone Banking Total Return Strategy | 0.00 | 0.00 |
Bluestone US Bank Opportunity Strategy | 0.00 | 0.00 |
McKinley Capital Business Development Co | 0.00 | 0.00 |
Confluence BDC-Wrap | 0.00 | 0.00 |
Advisory Research BDC | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Health | 1 year gross return | 1 year net return |
---|---|---|
Kopp AccruHealth | 24.50 | 22.92 |
Financial Trust Health Value | 13.22 | 11.82 |
Janus Henderson Gbl Life Sciences ADR MA | 11.33 | 8.12 |
Nicholas Inv-Healthcare Opportunities | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Health | 5 year gross return | 5 year net return |
---|---|---|
Financial Trust Health Value | 19.40 | 17.91 |
Kopp AccruHealth | 17.44 | 16.08 |
Janus Henderson Gbl Life Sciences ADR MA | 18.14 | 14.71 |
Nicholas Inv-Healthcare Opportunities | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Natural Resources | 1 year gross return | 1 year net return |
---|---|---|
KBIGI Global Resource Solution | 17.08 | 16.11 |
Boston Global Natural Resources Equity | 15.95 | 15.04 |
Wellington Global Natural Resources | 14.89 | 13.77 |
Cohen & Steers Natural Resources | 9.44 | 8.74 |
CLS Active Real | 8.02 | 7.65 |
Signia Concentrated Value Equity | 6.91 | 6.11 |
SailingStone Global Natural Resources | 5.16 | 4.50 |
Financial Trust Global Resources | 3.62 | 2.33 |
Jennison Global Natural Resources | 2.15 | 1.75 |
Source: Morningstar Separate Account/CIT Fund Database
Natural Resources | 5 year gross return | 5 year net return |
---|---|---|
Boston Global Natural Resources Equity | 3.05 | 2.23 |
Financial Trust Global Resources | 1.00 | -0.25 |
Wellington Global Natural Resources | -0.34 | -1.34 |
Jennison Global Natural Resources | -3.73 | -4.09 |
SailingStone Global Natural Resources | -5.41 | -6.13 |
KBIGI Global Resource Solution | 0.00 | 0.00 |
Cohen & Steers Natural Resources | 0.00 | 0.00 |
CLS Active Real | 0.00 | 0.00 |
Signia Concentrated Value Equity | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Equity Precious Metals | 1 year gross return | 1 year net return |
---|---|---|
WellsCap Precious Metals | -14.24 | -15.06 |
GAMCO Gold | -16.48 | -17.27 |
Source: Morningstar Separate Account/CIT Fund Database
Equity Precious Metals | 5 year gross return | 5 year net return |
---|---|---|
GAMCO Gold | -11.50 | -12.41 |
WellsCap Precious Metals | -12.41 | -13.25 |
Source: Morningstar Separate Account/CIT Fund Database
Real Estate | 1 year gross return | 1 year net return |
---|---|---|
Ranger Global Real Estate | 13.57 | 12.69 |
Anchor REIT | 9.98 | 9.42 |
Cohen & Steers Realty Focus | 7.90 | 6.98 |
SmithAssetMgtâREIT | 7.52 | 6.47 |
Adelante Core Plus Strategy Composite | 4.51 | 4.51 |
CBRE Clarion International Real Estate | 4.44 | 3.59 |
Neuberger Berman REIT | 3.98 | 3.20 |
Heitman US Diversified Wilshire | 3.15 | 2.72 |
Adelante Total Return Strategy Composite | 2.49 | 2.20 |
PGI Real Estate Equity Securities | 2.39 | 1.84 |
Source: Morningstar Separate Account/CIT Fund Database
Real Estate | 5 year gross return | 5 year net return |
---|---|---|
Cohen & Steers Realty Focus | 15.45 | 14.43 |
Chilton Capital REIT | 11.94 | 10.98 |
Heitman US Focused Wilshire | 11.66 | 10.92 |
Heitman US Diversified Wilshire | 11.35 | 10.87 |
PGI Real Estate Equity Securities | 11.37 | 10.76 |
CenterSquare REIT Separate Account | 10.88 | 10.32 |
SmithAssetMgtâREIT | 11.22 | 10.12 |
Wellington Real Estate Securities | 10.85 | 10.03 |
Cornerstone U.S. REIT Total Return | 10.44 | 9.89 |
Adelante Total Return Strategy Composite | 10.25 | 9.84 |
Source: Morningstar Separate Account/CIT Fund Database
Technology | 1 year gross return | 1 year net return |
---|---|---|
Crabtree Multi-Cap Technology | 40.62 | 39.73 |
Zevenbergen Z/Tech | 39.82 | 38.63 |
RS Technology Composite | 37.72 | 36.35 |
Allianz Global Technology Equity | 32.23 | 30.93 |
Wellington Global Technology Opps | 31.07 | 30.06 |
Wellington Global Technology | 29.84 | 28.88 |
Princeton Young Enterprise Shares (YES) | 29.23 | 28.35 |
Oak Associates Technology Portfolio | 29.01 | 27.74 |
MFS Technology Equity | 27.97 | 27.01 |
TCW Global Technology | 20.15 | 18.95 |
Source: Morningstar Separate Account/CIT Fund Database
Technology | 5 year gross return | 5 year net return |
---|---|---|
Zevenbergen Z/Tech | 26.36 | 25.22 |
Wellington Global Technology Opps | 21.70 | 20.80 |
Crabtree Multi-Cap Technology | 20.80 | 19.97 |
RS Technology Composite | 20.60 | 19.39 |
Wellington Global Technology | 20.00 | 19.12 |
Oak Associates Technology Portfolio | 19.77 | 19.06 |
Allianz Global Technology Equity | 19.77 | 18.54 |
MFS Technology Equity | 19.22 | 18.32 |
TCW Global Technology | 14.93 | 13.78 |
Princeton Young Enterprise Shares (YES) | 12.44 | 11.10 |
Source: Morningstar Separate Account/CIT Fund Database
Utilities | 1 year gross return | 1 year net return |
---|---|---|
MFS Utilities Equity | 12.78 | 12.05 |
Wellington Enduring Assets | 11.45 | 10.62 |
Miller/Howard â Utilities Plus | 10.76 | 9.66 |
Miller/Howard Infrastructure | 7.94 | 6.88 |
Reaves Long Term Val(Util/Ener/Infrastr) | 6.95 | 6.39 |
Source: Morningstar Separate Account/CIT Fund Database
Utilities | 5 year gross return | 5 year net return |
---|---|---|
Miller/Howard â Utilities Plus | 12.84 | 11.73 |
Miller/Howard Infrastructure | 10.11 | 9.02 |
Wellington Enduring Assets | 9.82 | 8.96 |
Reaves Long Term Val(Util/Ener/Infrastr) | 9.32 | 8.76 |
MFS Utilities Equity | 9.45 | 8.74 |
Source: Morningstar Separate Account/CIT Fund Database
Equity Energy | 1 year gross return | 1 year net return |
---|---|---|
Miller/Howard Drill Bit Burn Tipˆ® | -0.89 | -1.87 |
Wellington Energy | -2.01 | -2.98 |
Harvest Energy MLP Alpha Concentrated | -2.10 | -3.19 |
Miller/Howard Drill Bit Burn Tipˆ® No K1s | -2.70 | -3.67 |
Drill Bit to Burner Tipˆ® SMA | -0.76 | -3.70 |
Drill Bit to Burner Tipˆ® No K1s SMA | -2.66 | -5.55 |
Tortoise Select Energy Opportunity | -7.56 | -8.42 |
Baron Energy and Resources Strategy | -9.04 | -9.65 |
Orleans Energy Opportunities | -16.07 | -16.92 |
Miller/Howard E&P Institutional Strategy | -19.95 | -20.76 |
Source: Morningstar Separate Account/CIT Fund Database
Equity Energy | 5 year gross return | 5 year net return |
---|---|---|
Miller/Howard Drill Bit Burn Tipˆ® | 6.37 | 5.31 |
Tortoise Select Energy Opportunity | 5.23 | 4.21 |
Drill Bit to Burner Tipˆ® SMA | 6.38 | 3.25 |
Wellington Energy | 1.38 | 0.37 |
Baron Energy and Resources Strategy | -2.31 | -2.82 |
Miller/Howard E&P Institutional Strategy | -4.97 | -5.92 |
Orleans Energy Opportunities | -5.15 | -6.10 |
Harvest Energy MLP Alpha Concentrated | 0.00 | 0.00 |
Miller/Howard Drill Bit Burn Tipˆ® No K1s | 0.00 | 0.00 |
Drill Bit to Burner Tipˆ® No K1s SMA | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Aggressive Allocation | 1 year gross return | 1 year net return |
---|---|---|
ValueWorks Cap App | 27.34 | 25.87 |
Clark Navigator MultiStrategy 75-25(SAI) | 18.10 | 17.69 |
WSTCM International Select Risk-Managed | 18.26 | 17.42 |
Morningstar A/P Growth - BNY | 19.05 | 17.27 |
CLS American Funds Agg Growth 85 | 17.44 | 17.17 |
Horizon Hybrid Focused | 17.11 | 17.11 |
AT Capital Mgmt MA - Aggressive Growth | 17.63 | 16.68 |
WisdomTree Aggressive Allocation CF | 16.18 | 16.18 |
WisdomTree Aggressive Allocation | 16.18 | 16.18 |
Morningstar A/P Growth TaxSen - BNY | 17.88 | 16.12 |
Source: Morningstar Separate Account/CIT Fund Database
Aggressive Allocation | 5 year gross return | 5 year net return |
---|---|---|
ValueWorks Cap App | 13.83 | 12.44 |
Clark Navigator MultiStrategy 75-25(SAI) | 12.50 | 12.11 |
Niemann Risk Managed US Equity | 13.81 | 11.66 |
CLS American Funds Agg Growth 85 | 11.67 | 11.40 |
Advisors Capital Mgt Balanced | 12.58 | 11.16 |
Golub Group Equity Income | 12.11 | 10.95 |
Eads and Heald Inv Counsel Bal | 11.41 | 10.49 |
Dean Inv Multi-Cap 80 | 11.19 | 10.40 |
Palouse Capital Diversified Income Strat | 10.81 | 10.37 |
Atalanta Sosnoff Balanced | 10.95 | 10.12 |
Source: Morningstar Separate Account/CIT Fund Database
Bank Loan | 1 year gross return | 1 year net return |
---|---|---|
DDJ Bank Loan Strategy | 10.66 | 10.04 |
Octagon Senior Secured Credit | 7.40 | 6.71 |
OFI Global Senior Loans | 6.81 | 6.30 |
Eaton Vance Mgt Senior Secured Floating | 6.77 | 6.27 |
Loomis Sayles Sr Floating Rate and FI | 6.50 | 5.97 |
Ares Institutional Loan Fund L.P. | 6.31 | 5.46 |
Prudential US Senior Secured Loans | 6.03 | 5.45 |
Invesco Zodiac US Senior Loan Composite | 5.88 | 5.35 |
Seix High Yield Bank Loans | 5.76 | 5.23 |
Columbia Bank Loan Strategy | 5.66 | 4.99 |
Source: Morningstar Separate Account/CIT Fund Database
Bank Loan | 5 year gross return | 5 year net return |
---|---|---|
Invesco Euro Bank Loans Euro Composite | 6.38 | 5.85 |
Octagon Senior Secured Credit | 6.11 | 5.42 |
Loomis Sayles Sr Floating Rate and FI | 5.73 | 5.21 |
OFI Global Senior Loans | 5.35 | 4.85 |
ICM Senior Loan Fund (ICM SLF) | 5.34 | 4.58 |
Columbia Bank Loan Strategy | 5.06 | 4.44 |
Prudential US Senior Secured Loans | 4.91 | 4.33 |
Eaton Vance Mgt Senior Secured Floating | 4.80 | 4.31 |
Invesco Zodiac US Senior Loan Composite | 4.84 | 4.29 |
Lord Abbett & Co. Bank Loan | 5.04 | 4.29 |
Source: Morningstar Separate Account/CIT Fund Database
Small Value | 1 year gross return | 1 year net return |
---|---|---|
Pacific Ridge Capital Ptnrs Micro Cp Val | 38.21 | 35.55 |
Towle & Co. Deep Value | 33.33 | 32.39 |
ZPR Volume Momentum | 33.69 | 31.34 |
DGHM Micro Cap | 31.77 | 30.22 |
Schneider Capital Mgt Sm-Cap Val | 31.26 | 29.72 |
Walthausen & Co Small Cap Value Comp | 29.79 | 28.99 |
Cooke & Bieler Small Cap Value Equity | 29.99 | 28.71 |
Denali Network Value Micro | 29.90 | 28.38 |
DePrince, Race & Zollo, Micro Cap Val | 28.30 | 27.09 |
Hotchkis & Wiley -Small Cap Divsfd Value | 27.73 | 26.81 |
Source: Morningstar Separate Account/CIT Fund Database
Small Value | 5 year gross return | 5 year net return |
---|---|---|
Towle & Co. Deep Value | 21.55 | 20.69 |
Pacific Ridge Capital Ptnrs Micro Cp Val | 22.57 | 20.66 |
O'Shaughnessy Micro Cap | 21.28 | 19.99 |
Cooke & Bieler Small Cap Value Equity | 18.93 | 18.07 |
Federated MDT Sm-Cap Val | 19.03 | 17.85 |
DGHM Micro Cap | 19.10 | 17.70 |
ZPR Volume Momentum | 19.57 | 17.57 |
Hotchkis & Wiley -Small Cap Divsfd Value | 18.06 | 17.09 |
Foundry Partners Micro Cap Value | 18.15 | 17.06 |
WellsCap Analytic Small-Mid Cap Equity | 17.66 | 16.99 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Value | 1 year gross return | 1 year net return |
---|---|---|
Donald Smith & Co. Md-Cap Val Eq | 34.09 | 33.72 |
Allianz Mid Cap Value 100 | 31.87 | 30.77 |
Knightsbridge Asset Mgt Opp Val | 30.48 | 29.05 |
MAP US Multi-Cap Value Composite | 28.01 | 26.77 |
Shapiro Capital Mgt Enh Small Cap Value | 27.42 | 26.24 |
Smith Graham Mid-Cap Value | 26.61 | 25.68 |
Donald Smith & Co. All Eq Accounts Comp | 26.25 | 25.62 |
TCW Relative Value Mid Cap | 26.43 | 25.42 |
AJO Large Cap - Dynamic 115/15 | 24.83 | 24.51 |
HIS Dividend Plus | 25.99 | 24.11 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Value | 5 year gross return | 5 year net return |
---|---|---|
Smith Graham Mid-Cap Value | 18.62 | 17.74 |
Donald Smith & Co. Lg-Cap Cncntrd Val Eq | 18.17 | 17.59 |
Martingale MidCap Core | 17.88 | 17.07 |
Brandywine Div Mid Cap Dedicated Val | 17.87 | 17.00 |
Brandes U.S. Small-Mid Cap Value Equity | 17.99 | 16.91 |
Denali Network Value Mid | 16.81 | 16.40 |
Pzena Mid-Cap Focused Value | 17.10 | 16.37 |
Donald Smith & Co. Md-Cap Val Eq | 16.53 | 16.22 |
TSW Mid-Cap Value | 16.65 | 16.16 |
LSV Asset Mgt Md-Cap Val Eq | 16.87 | 16.15 |
Source: Morningstar Separate Account/CIT Fund Database
Large Value | 1 year gross return | 1 year net return |
---|---|---|
Cornerstone Concentrated 30 | 28.63 | 27.69 |
O'Shaughnessy Market Leaders Core | 26.35 | 25.80 |
Markston U.S. Large Cap Value | 26.27 | 25.41 |
Large Cap Value | 25.65 | 24.91 |
Cornerstone Value 50 | 25.02 | 24.10 |
Harris Assoc. U.S. Diversified Comp | 25.89 | 24.01 |
Hotchkis & Wiley - Lg-Cap Divers Val | 24.07 | 23.86 |
Federated Clover All Cap Value | 24.77 | 23.85 |
Systematic Financial Mgt Lg-Cap Val ES | 24.41 | 23.68 |
Hotchkis & Wiley - Lg-Cap Fundamental V | 24.08 | 23.65 |
Source: Morningstar Separate Account/CIT Fund Database
Large Value | 5 year gross return | 5 year net return |
---|---|---|
PIMCO StocksPLUS Long Duration | 18.44 | 17.87 |
Lyrical U.S. Value Equity â EQ | 19.55 | 17.82 |
Alpha Quant Value Equity | 19.01 | 17.71 |
WEDGE Large Cap Value | 17.66 | 16.80 |
Large Cap Value | 16.92 | 16.24 |
Cornerstone Value 50 | 16.96 | 16.09 |
Numeric Investors Large Core | 16.69 | 16.08 |
Pzena U.S. Best Ideas | 17.01 | 15.86 |
Queens Oak Concentrated Large Cap Value | 16.79 | 15.81 |
Boston Partners Premium Equity | 16.43 | 15.81 |
Source: Morningstar Separate Account/CIT Fund Database
Small Growth | 1 year gross return | 1 year net return |
---|---|---|
Kayne Anderson Rudnick SC Quality Select | 72.84 | 70.82 |
Granahan Inv Mgt Small Cap Discoveries | 40.35 | 39.41 |
Weatherbie Capital â Spec Gr Eq | 35.33 | 34.39 |
Kayne Anderson Rudnick SC Sustain Growth | 35.07 | 33.78 |
Oberweis Micro-Cap Growth | 34.68 | 33.67 |
RS Small Cap Growth | 33.67 | 32.48 |
Granahan SC Advantage | 32.96 | 32.39 |
Baron Discovery Strategy | 32.85 | 31.75 |
Scout Small Cap Equity | 32.52 | 31.42 |
Conestoga Small Cap Growth | 31.93 | 31.15 |
Source: Morningstar Separate Account/CIT Fund Database
Small Growth | 5 year gross return | 5 year net return |
---|---|---|
BMO Microcap Equity - Institutional - SA | 21.51 | 20.29 |
Oberweis Micro-Cap Growth | 20.93 | 19.91 |
Kayne Anderson Rudnick SC Sustain Growth | 20.83 | 19.65 |
Friess Small Cap Growth | 19.96 | 18.84 |
Renaissance Small Cap Growth | 19.45 | 18.77 |
Granahan Inv Mgt Small Cap Discoveries | 19.21 | 18.69 |
Brown Capital Small Company Service | 19.76 | 18.67 |
US Equity Small Cap Core | 18.91 | 18.06 |
Essex Inv Mgt Micro Cap Growth | 18.97 | 17.73 |
Jacobs Levy Sm Cap Gr (R 2000 Gr) | 18.70 | 17.72 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Growth | 1 year gross return | 1 year net return |
---|---|---|
FIIG Small and Mid Cap Core | 31.12 | 30.17 |
Naylor & Company Core Composite | 32.51 | 30.04 |
Princeton Sector Select Composite | 30.03 | 28.76 |
Loomis Sayles Small/Mid Cap Growth | 28.31 | 27.25 |
Pinnacle Small Mid Cap Equity | 28.22 | 26.97 |
Curran Mid Cap Core Growth Equity | 26.41 | 25.59 |
William Blair SMID Gr Team | 26.56 | 25.36 |
Baron High Growth Strategy | 26.06 | 24.86 |
BlackRock Md-Cap Gr Eq | 25.19 | 24.69 |
Texas All Cap Growth | 25.11 | 24.68 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Growth | 5 year gross return | 5 year net return |
---|---|---|
Naylor & Company Core Composite | 26.05 | 23.39 |
BlackRock Md-Cap Gr Eq | 18.49 | 17.65 |
Janus Henderson Mid Cap Growth | 17.55 | 16.79 |
ClariVest Mid Cap Growth | 17.60 | 16.73 |
Snyder Capital Mgt Concen All-Cap Value | 17.79 | 16.66 |
Cognios Quantitative All Cap Growth | 17.05 | 16.64 |
T. Rowe Price US Mid-Cap Growth Equity | 17.33 | 16.64 |
Pinnacle Loprice | 17.69 | 16.53 |
Sandhill Concentrated Equity Alpha | 17.28 | 16.38 |
T. Rowe Price US Small-Cap Growth Equity | 17.21 | 16.26 |
Source: Morningstar Separate Account/CIT Fund Database
Large Growth | 1 year gross return | 1 year net return |
---|---|---|
ICON Dom Core Eq | 37.27 | 36.41 |
Merlin Dynamic Growth | 33.92 | 32.44 |
The CMC Alpha | 32.54 | 31.78 |
LEIA CBI | 31.44 | 31.44 |
T. Rowe Price US Large-Cap Growth Equity | 31.34 | 30.72 |
Mark Focus | 32.86 | 30.20 |
Integre Large Cap Value | 30.18 | 29.99 |
Merlin Large Cap Growth | 30.78 | 29.88 |
T. Rowe Price U.S. Growth Stock SMA | 29.02 | 29.02 |
Marsico Non-Taxable Select Alpha Growth | 31.00 | 28.86 |
Source: Morningstar Separate Account/CIT Fund Database
Large Growth | 5 year gross return | 5 year net return |
---|---|---|
LEIA CBI | 20.43 | 20.43 |
Cookson Peirce All-Cap Equity MA | 20.42 | 19.83 |
Cognios Quantitative Large Cap Growth | 19.58 | 19.20 |
Loomis Sayles All Cap Growth | 19.37 | 18.82 |
Edgewood Mgt Lg-Cap Gr | 19.82 | 18.81 |
Advisory Research U.S. Large Cap Growth | 19.10 | 18.56 |
Morgan Stanley Growth | 19.33 | 18.45 |
Loomis Sayles Large Cap Growth | 18.65 | 18.22 |
T. Rowe Price US Large-Cap Growth Equity | 18.48 | 17.91 |
Cookson All-Cap Equity | 18.97 | 17.81 |
Source: Morningstar Separate Account/CIT Fund Database
Small Blend | 1 year gross return | 1 year net return |
---|---|---|
Wakefield Small Cap Equity | 33.88 | 32.16 |
Ironwood Inv Mgt Conc Small Cap Val | 33.65 | 32.10 |
Allianz US Systematic Small Cap | 32.17 | 31.52 |
Kestrel Inv Mgt Corp. Sm-Cap Val Eq | 30.89 | 29.71 |
The Capital Mgt Corp SMID | 30.33 | 29.70 |
Robotti Value Equity | 30.44 | 28.08 |
Zacks Small Company Earnings Strategy | 28.34 | 27.40 |
Shapiro Capital Mgt Sm-Cap Val | 28.42 | 27.23 |
Systematic Small Cap Free Cash Flow | 28.31 | 27.11 |
WEDGE Micro Cap Value | 28.64 | 27.07 |
Source: Morningstar Separate Account/CIT Fund Database
Small Blend | 5 year gross return | 5 year net return |
---|---|---|
Federated MDT Sm-Cap Core | 20.08 | 18.91 |
Wakefield Small Cap Equity | 20.01 | 18.45 |
Jacobs Levy Small Cap (S&P 600) | 19.42 | 18.43 |
361 U.S. Small Cap Equity | 19.66 | 18.39 |
ZPR Fundamental Small Cap Value | 19.19 | 17.82 |
The Capital Mgt Corp SMID | 18.45 | 17.77 |
BMO Disciplined Small-Cap Core | 18.80 | 17.76 |
Affinity Small Cap Equity | 18.16 | 17.32 |
Wellington Small Cap Opportunities | 18.23 | 17.17 |
Orchard Select Small Cap Value | 18.28 | 17.12 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Blend | 1 year gross return | 1 year net return |
---|---|---|
Clark Navigator All Cap Core | 30.00 | 29.55 |
The Capital Mgt Corp All Cap Equity Comp | 30.47 | 29.46 |
The Boston Opportunistic Investor | 34.43 | 28.45 |
Fisher Small and Mid Cap Value | 27.46 | 26.46 |
Advisors Capital Mgt Growth | 26.33 | 24.76 |
Fisher Mid-Cap Value | 25.53 | 24.64 |
Scout Mid Cap Equity | 25.36 | 24.38 |
Leuthold Select Industries | 25.03 | 23.82 |
Smith Graham SMID (Small/Mid) Cap Value | 24.69 | 23.80 |
Zacks Mid-Cap Core Strategy | 24.67 | 23.76 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Blend | 5 year gross return | 5 year net return |
---|---|---|
Smith Graham SMID (Small/Mid) Cap Value | 17.90 | 17.03 |
Boston Partners Mid-Cap Value Equity | 17.45 | 17.01 |
Clarkston Capital SMID Composite | 17.13 | 16.50 |
QMA US Mid Cap Core Equity | 17.12 | 16.49 |
Chartwell Mid-Cap Value | 17.04 | 16.12 |
Zacks Mid-Cap Core Strategy | 16.92 | 16.06 |
Triboro Socially Responsible All Cap | 15.79 | 15.79 |
Leuthold Select Industries | 16.82 | 15.69 |
Iridian Private Value/ Mid-Cap Equity | 16.34 | 15.56 |
Clark Navigator All Cap Core | 15.87 | 15.47 |
Source: Morningstar Separate Account/CIT Fund Database
Large Blend | 1 year gross return | 1 year net return |
---|---|---|
TCW New America Premier Equities | 29.94 | 28.96 |
Harris Assoc. Concentrated Comp | 29.26 | 28.00 |
Todd Large Cap Intrinsic Value | 28.60 | 27.84 |
Sierra Inv Large Cap Intrinsic Value Eq | 28.60 | 27.84 |
AT Capital Mgmt Large Cap Core | 27.23 | 26.73 |
Marshfield Core Value Equity | 27.92 | 26.45 |
The CMC Dividend Appreciation | 26.87 | 26.23 |
Wright Large Cap Core Equity | 26.26 | 25.75 |
NB Nackenson SMA Strategy | 25.24 | 25.24 |
Julex Dyn TA Large Cap Risk Mnged Comp | 26.15 | 24.90 |
Source: Morningstar Separate Account/CIT Fund Database
Large Blend | 5 year gross return | 5 year net return |
---|---|---|
NB Nackenson SMA Strategy | 17.57 | 17.57 |
Mellon Capital Dynamic U.S. Equity Comp | 17.80 | 17.23 |
Glenmede Large Cap Equity | 17.13 | 16.27 |
Aristotle Value Equity | 16.49 | 16.11 |
Wakefield Large Cap Equity | 17.72 | 16.10 |
NB Multi-Cap Opportunities | 16.07 | 16.07 |
Jacobs Levy Core Equity (Russell 3000) | 16.29 | 15.79 |
Glenmede Large Cap Environmental | 16.49 | 15.63 |
Jacobs Levy Large Cap (S&P 500) | 16.18 | 15.63 |
Harris Assoc. U.S. Equity Comp | 16.43 | 15.58 |
Source: Morningstar Separate Account/CIT Fund Database
Long/Short Equity | 1 year gross return | 1 year net return |
---|---|---|
BlackRock Alpha Advantage 500 Composite | 24.21 | 24.21 |
QMA US Core Equity Extended | 21.95 | 21.18 |
TAMP US Tactical ETF L/S - PULSE | 20.26 | 20.26 |
BP Emerging Markets L/S Equity | 21.33 | 19.22 |
Calamos Phineus Long/Short Composite | 20.59 | 19.11 |
Epoch Global Absolute Return | 18.39 | 17.09 |
PVG Dynamic Core ETF | 17.96 | 16.82 |
Atlas 100/30 Long Short | 16.80 | 15.67 |
Horizon Focused ETF with Risk Assist | 16.86 | 14.63 |
Confluence IDEA - Plus | 16.22 | 14.29 |
Source: Morningstar Separate Account/CIT Fund Database
Long/Short Equity | 5 year gross return | 5 year net return |
---|---|---|
QMA US Core Equity Extended | 17.15 | 16.39 |
BlackRock Alpha Advantage 500 Composite | 15.99 | 15.99 |
WellsCap Analytic Global Long/Short Eq | 12.34 | 11.80 |
Confluence IDEA - Plus | 12.72 | 11.05 |
Calamos Phineus Long/Short Composite | 11.85 | 10.28 |
Atlas 100/30 Long Short | 9.69 | 8.77 |
Boston Partners Research Equity Comp | 9.44 | 8.09 |
Horizon Focused ETF with Risk Assist | 9.97 | 7.83 |
Epoch Global Absolute Return | 9.09 | 7.73 |
PIMCO Long/Short Strategy | 9.17 | 7.56 |
Source: Morningstar Separate Account/CIT Fund Database
Leveraged Net Long | 1 year gross return | 1 year net return |
---|---|---|
AQR Capital Global RC 40(140/40) | 27.68 | 26.75 |
Cornerstone US Equity Opportunities | 25.21 | 24.47 |
AQR Capital US Relaxed Constraint 40 | 24.90 | 24.17 |
Martingale 130/30 LargeCap Growth | 24.65 | 23.74 |
Cornerstone International Opportunities | 23.11 | 22.25 |
Boston Partners 130/30 Large Cap Value | 22.39 | 22.11 |
Martingale 130/30 LargeCap Core 500 | 22.92 | 22.02 |
PVG Global Macro Portfolio | 23.09 | 21.58 |
PanAgora Dynamic Intl Extended Alpha | 22.90 | 21.55 |
AJO Top Cap Absolute Value 130/30 | 21.35 | 20.99 |
Source: Morningstar Separate Account/CIT Fund Database
Leveraged Net Long | 5 year gross return | 5 year net return |
---|---|---|
Numeric Investors Amplified Core 130/30 | 19.94 | 18.78 |
AQR Capital US Relaxed Constraint 40 | 18.05 | 17.35 |
Martingale 130/30 LargeCap Growth | 18.00 | 17.12 |
Cornerstone US Equity Opportunities | 17.62 | 16.93 |
UBS: US Equity Opportunity Unconstrained | 16.73 | 16.59 |
Martingale Low Volatility Long/Short | 17.21 | 16.34 |
Glenmede Large Cap 130/30 | 17.02 | 16.16 |
Martingale 130/30 LargeCap Core 500 | 17.01 | 16.15 |
AQR Capital Global RC 40(140/40) | 17.77 | 16.01 |
Martingale 130/30 LargeCap Value | 16.48 | 15.62 |
Source: Morningstar Separate Account/CIT Fund Database
Market Neutral | 1 year gross return | 1 year net return |
---|---|---|
Copeland Risk Managed Dividend Growth | 14.55 | 13.37 |
Convergence Market Neutral | 10.75 | 9.61 |
Swan Defined Risk Strategy | 9.32 | 8.84 |
Invesco US Market Neutral Equity | 7.53 | 7.53 |
PanAgora Dynamic Global Market Neutral | 9.74 | 6.48 |
Constantia Merger-Arbitrage | 6.99 | 6.36 |
GAM Absolute Return Bond Strategy | 5.78 | 5.20 |
Research Market Neutral | 6.10 | 5.05 |
SSI Convertible Income | 5.57 | 4.57 |
Constantia Equity Market Neutral | 4.55 | 3.72 |
Source: Morningstar Separate Account/CIT Fund Database
Market Neutral | 5 year gross return | 5 year net return |
---|---|---|
Copeland Risk Managed Dividend Growth | 10.77 | 9.66 |
Swan Defined Risk Strategy | 7.06 | 6.51 |
PanAgora Dynamic Global Market Neutral | 7.50 | 5.76 |
Constantia Merger-Arbitrage | 6.26 | 5.72 |
Invesco US Market Neutral Equity | 3.46 | 3.36 |
Martingale Equity Market Neutral | 3.61 | 2.58 |
SSI Convertible Income | 3.46 | 2.46 |
Cognios Market Neutral Large Cap Value | 3.63 | 2.18 |
Numeric Investors US Market Neutral | 3.11 | 2.08 |
American Century US Discp Eq Mkt Neutral | 2.59 | 1.08 |
Source: Morningstar Separate Account/CIT Fund Database
World Stock | 1 year gross return | 1 year net return |
---|---|---|
Harris Assoc. Global Concentrated Comp | 35.58 | 34.55 |
Morgan Stanley Global Discovery | 35.56 | 33.53 |
Morgan Stanley Global Opportunity | 34.68 | 33.46 |
Baillie Gifford Long Term Global Growth | 32.43 | 31.53 |
Harris Assoc. Global All Cap Comp | 32.36 | 31.33 |
DSM Global Growth Equity | 31.07 | 29.93 |
Jennison Global Equity Opportunities | 29.53 | 28.56 |
Johnston Asset Mgt Corp. Global Equity | 29.10 | 28.22 |
Global Thematic Partners Equity | 28.72 | 28.12 |
OFI Global Gbl Equity | 28.60 | 27.84 |
Source: Morningstar Separate Account/CIT Fund Database
World Stock | 5 year gross return | 5 year net return |
---|---|---|
Morgan Stanley Global Opportunity | 22.26 | 20.78 |
Morgan Stanley Global Discovery | 21.59 | 19.83 |
Baillie Gifford Long Term Global Growth | 18.87 | 18.03 |
DSM Global Focus Equity | 17.17 | 16.01 |
DSM Global Growth Equity | 16.88 | 15.77 |
T. Rowe Price Glb Focused Growth Equity | 16.32 | 15.60 |
Navellier International Select | 17.61 | 15.55 |
Henry James International Select Equity | 17.56 | 15.46 |
Thornburg Global Opportunities Sep Acct | 16.23 | 15.35 |
Jennison Global Equity Opportunities | 16.21 | 15.34 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Value | 1 year gross return | 1 year net return |
---|---|---|
American Century Non-U.S. Intrinsic Val | 29.49 | 29.25 |
Acadian Non-U.S. All-Cap Equity Compst | 28.35 | 27.41 |
Acadian ACW ex-U.S. Equity Composite | 27.75 | 26.82 |
Wellington Intl Contrarian Value | 26.94 | 25.89 |
Denali Network Value International | 26.03 | 25.73 |
Pzena International(ex-U.S.)FocusedValue | 25.90 | 25.23 |
Systematic International Equity | 26.03 | 24.99 |
Causeway International Opportunities | 24.98 | 24.53 |
LSV International ACWI Ex US | 25.55 | 24.53 |
EP International Equity Unconstrained | 24.69 | 24.37 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Value | 5 year gross return | 5 year net return |
---|---|---|
American Century Non-U.S. Intrinsic Val | 16.51 | 16.06 |
Wellington Intl Contrarian Value | 16.08 | 15.11 |
RBC International Equity Fund | 12.71 | 11.66 |
Acadian Non-U.S. All-Cap Equity Compst | 12.41 | 11.57 |
Systematic International Equity | 12.45 | 11.47 |
Cornerstone Systematic Intl Equity | 11.87 | 11.32 |
Pzena International(ex-U.S.)FocusedValue | 11.25 | 10.57 |
ClariVest International Core | 11.43 | 10.55 |
BMO Disciplined International Equity | 11.38 | 10.54 |
NT Quality Large Cap Core EAFE | 10.79 | 10.32 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Blend | 1 year gross return | 1 year net return |
---|---|---|
Harris Assoc. International Comp | 36.32 | 35.40 |
Oechsle Select International Equity | 30.61 | 29.34 |
HGK International Equity | 30.37 | 29.15 |
Intl Select Equity Ex Emerging Markets | 29.84 | 28.67 |
Acadian Non-U.S. Equity Composite | 28.84 | 27.91 |
WGI Developed Markets Ex-U.S. Composite | 28.29 | 26.84 |
Federated EAFE Equity Composite | 27.16 | 26.18 |
WellsCap EverKey Focused Global Equity | 26.92 | 25.68 |
Southeastern Asset Mgt Intl Eq | 26.09 | 25.06 |
GlobeFlex ACWI Ex-U.S. | 25.94 | 25.05 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Blend | 5 year gross return | 5 year net return |
---|---|---|
HGK International Equity | 14.70 | 13.69 |
Acadian ADR Non-U.S. Equity Composite | 14.45 | 13.59 |
Harris Assoc. International Comp | 14.03 | 13.23 |
WellsCap EverKey Focused Global Equity | 13.56 | 12.44 |
Acadian Non-U.S. Equity Composite | 13.27 | 12.43 |
Artisan Non-U.S. Value | 13.03 | 11.99 |
Fiduciary Mgt of Milwaukee Intl Comp | 12.69 | 11.89 |
SGA International All Cap Equity | 12.19 | 11.56 |
Acadian Non-US ADR Eq (Model/Envestnet) | 13.28 | 11.56 |
BlackRock Intl Alpha Tilt Composite | 11.45 | 11.45 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Growth | 1 year gross return | 1 year net return |
---|---|---|
Morgan Stanley International Opportunity | 38.00 | 36.61 |
Morgan Stanley International Advantage | 33.95 | 32.59 |
Baillie Gifford EAFE Plus Alpha Equities | 33.03 | 32.28 |
Fisher All Foreign Equity Focused | 27.93 | 27.55 |
Jennison Intl Eq Opportunities Cmpst | 28.01 | 27.55 |
ClearBridge International Growth | 27.85 | 26.89 |
Lazard International Discounted Assets | 27.34 | 26.79 |
Nuveen International Gr ADR comp | 27.63 | 26.39 |
Thornburg International Growth Sep Acct | 25.87 | 24.86 |
Franklin All Country World ex US Equity | 25.54 | 24.83 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Growth | 5 year gross return | 5 year net return |
---|---|---|
Morgan Stanley International Opportunity | 18.07 | 16.77 |
Wellington International Quality Growth | 15.72 | 14.87 |
Morgan Stanley International Advantage | 15.53 | 14.14 |
Nuveen International Gr ADR comp | 13.82 | 12.68 |
Financial Trust Intl ValueMomentum | 13.78 | 12.37 |
MFSˆ® International Val Eq | 13.05 | 12.21 |
Baillie Gifford EAFE Plus Alpha Equities | 12.82 | 12.16 |
WCM Inv Mgt Focused Growth Intl | 12.15 | 11.39 |
Nuveen International Gr ORD Comp | 12.11 | 11.18 |
Thornburg International Growth Sep Acct | 11.87 | 10.97 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Small/Mid Value | 1 year gross return | 1 year net return |
---|---|---|
LSV Asset Mgt Intl Sm-Cap Val Eq | 30.72 | 29.45 |
AJO International Small Cap | 29.09 | 28.38 |
Acadian Non-U.S. Small-Cap Equity Compst | 29.25 | 28.28 |
GlobeFlex International Small Cap | 28.01 | 27.00 |
Renaissance International Small Cap Eq | 26.57 | 25.68 |
GlobeFlex International Micro Cap Cmpst | 26.56 | 25.44 |
Segall Bryant International Small Cap | 24.56 | 23.72 |
The Boston International Small Cap Eq | 23.45 | 22.36 |
QMA International Small Cap Equity | 23.15 | 22.13 |
Advisory Research Intl Small Cap Value | 23.56 | 21.97 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Small/Mid Value | 5 year gross return | 5 year net return |
---|---|---|
LMCG Int'l Sm Cap Eq | 16.82 | 15.72 |
Acadian Non-U.S. Small-Cap Equity Compst | 16.24 | 15.37 |
Segall Bryant International Small Cap | 15.82 | 15.19 |
QMA International Small Cap Equity | 15.96 | 14.99 |
GlobeFlex International Micro Cap Cmpst | 15.02 | 14.01 |
LSV Asset Mgt Intl Sm-Cap Val Eq | 14.98 | 13.86 |
GlobeFlex International Small Cap | 14.55 | 13.63 |
The Boston International Small Cap Eq | 14.19 | 13.17 |
Brandes International Sm-Mid Cap Equity | 14.25 | 13.11 |
Brandes International Small Cap Eq | 13.09 | 12.13 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Small/Mid Growth | 1 year gross return | 1 year net return |
---|---|---|
FIIG Foreign Equity Small Cap Composite | 33.47 | 32.72 |
GW&K International Small Cap Strategy | 33.60 | 32.28 |
FIIG All Foreign Equity Small Cap | 29.77 | 29.04 |
Macquarie International Small Cap Equity | 28.68 | 28.25 |
Trilogy International Small Cap | 26.63 | 25.37 |
T. Rowe Price International Small-Cap Eq | 26.44 | 25.27 |
Schroders International Small Cap | 26.08 | 25.07 |
Lord Abbett & Co. Int'l Sm-Cap Core Eq. | 25.74 | 24.66 |
Harding Loevner Intl Small Co | 25.44 | 24.18 |
Expedition Intl Micro Cap Comp | 26.02 | 24.15 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Small/Mid Growth | 5 year gross return | 5 year net return |
---|---|---|
Expedition Intl Micro Cap Comp | 21.11 | 19.46 |
Oberweis Intl Opportunities | 20.04 | 18.91 |
OFI Global International Small-Mid Cap | 19.42 | 18.40 |
EAM International Small Cap | 18.62 | 17.47 |
Baring International Small Cap Equity | 17.61 | 16.67 |
FIIG Foreign Equity Small Cap Composite | 15.14 | 14.49 |
T. Rowe Price International Small-Cap Eq | 15.02 | 13.94 |
Schroders International Small Cap | 14.76 | 13.84 |
Macquarie International Small Cap Equity | 14.62 | 13.72 |
Schroders Global Smaller Companies | 14.76 | 13.07 |
Source: Morningstar Separate Account/CIT Fund Database
Latin America Stock | 1 year gross return | 1 year net return |
---|---|---|
Ashmore Latin America Small Cap Equity | 39.24 | 37.22 |
Latin American Equity | 29.40 | 28.11 |
T. Rowe Price Latin America Equity | 27.82 | 26.74 |
Financial Trust Latin Value Momentum | 27.64 | 26.09 |
Morgan Stanley Latin America Equity | 25.73 | 25.30 |
Source: Morningstar Separate Account/CIT Fund Database
Latin America Stock | 5 year gross return | 5 year net return |
---|---|---|
Financial Trust Latin Value Momentum | 13.22 | 11.83 |
T. Rowe Price Latin America Equity | 0.91 | 0.05 |
Latin American Equity | 0.95 | -0.07 |
Morgan Stanley Latin America Equity | -0.24 | -0.60 |
Ashmore Latin America Small Cap Equity | -0.85 | -2.40 |
Source: Morningstar Separate Account/CIT Fund Database
Europe Stock | 1 year gross return | 1 year net return |
---|---|---|
T. Rowe Price Europe Smaller Comp Equity | 37.47 | 36.45 |
Boston Company Euroland Small Cap Equity | 30.97 | 29.76 |
Pzena European Focused Value | 29.54 | 29.12 |
Baillie Gifford Europe ex-UK Equities | 29.90 | 29.10 |
Acadian European Equity Composite | 29.42 | 28.45 |
Oechsle Diversified Europe Equity | 27.55 | 26.43 |
Baillie Gifford Pan-European Equities | 26.86 | 26.06 |
Atlas Enhanced Europe | 26.05 | 24.32 |
Wellington Strategic European Equity | 24.70 | 23.79 |
T. Rowe Price Europe ex-UK Equity | 24.30 | 23.69 |
Source: Morningstar Separate Account/CIT Fund Database
Europe Stock | 5 year gross return | 5 year net return |
---|---|---|
Boston Company Euroland Small Cap Equity | 18.61 | 17.52 |
T. Rowe Price Europe Smaller Comp Equity | 17.55 | 16.68 |
Numeric Investors Europe Core | 17.00 | 16.17 |
Baillie Gifford Europe ex-UK Equities | 14.70 | 13.97 |
Acadian European Equity Composite | 14.68 | 13.83 |
Wellington Strategic European Equity | 13.50 | 12.66 |
Intech European Large Cap Core | 13.18 | 12.60 |
T. Rowe Price Europe ex-UK Equity | 12.76 | 12.21 |
Pzena European Focused Value | 11.31 | 10.92 |
PGI European Equity | 11.42 | 10.88 |
Source: Morningstar Separate Account/CIT Fund Database
Japan Stock | 1 year gross return | 1 year net return |
---|---|---|
DaiwaSB Japan EqSmall Cap Absolute Value | 49.27 | 48.26 |
DaiwaSB Japan Eq MidSm Cap GARP | 31.95 | 31.05 |
DaiwaSB Japan Eq Small Cap GARP | 28.93 | 28.05 |
Lazard Japanese Strategic Equity | 27.75 | 27.32 |
Baillie Gifford Japanese All Cap | 24.03 | 23.22 |
Lazard Japanese Equity | 23.15 | 22.80 |
DaiwaSB Japan Eq Value Plus Alpha | 20.86 | 20.15 |
Acadian Japanese Equity Composite | 21.03 | 20.10 |
Baillie Gifford Japan Growth | 20.55 | 19.84 |
Dalton Japan Long Only Composite | 20.45 | 19.60 |
Source: Morningstar Separate Account/CIT Fund Database
Japan Stock | 5 year gross return | 5 year net return |
---|---|---|
DaiwaSB Japan EqSmall Cap Absolute Value | 27.77 | 26.90 |
DaiwaSB Japan Eq MidSm Cap GARP | 21.50 | 20.67 |
DaiwaSB Japan Eq Small Cap GARP | 18.85 | 18.07 |
Dalton Japan Long Only Composite | 18.36 | 17.19 |
Baillie Gifford Japanese All Cap | 16.64 | 15.90 |
Burgundy Asian (All Cap) Composite | 16.55 | 15.40 |
T. Rowe Price Japan Equity | 15.35 | 14.71 |
Burgundy Focus Asian Composite | 15.27 | 14.41 |
Baillie Gifford Japan Growth | 15.06 | 14.34 |
Brandes Japan Equity | 14.44 | 13.53 |
Source: Morningstar Separate Account/CIT Fund Database
Pacific/Asia ex-Japan Stk | 1 year gross return | 1 year net return |
---|---|---|
Baillie Gifford Asia ex Japan Equities | 30.83 | 29.96 |
Lazard Emg Markets Eq Blend Asia ADR | 26.58 | 25.74 |
NB Asian Opportunities Composite | 26.51 | 25.43 |
MFSˆ® Asia ex Japan Equity | 26.04 | 25.14 |
FIIG Asia ex-Japan Equity | 26.22 | 24.67 |
PGI Asia ex-Japan Equity | 25.36 | 24.58 |
MFSˆ® Asia Pacific ex Japan | 22.48 | 21.61 |
T. Rowe Price Asia ex-Japan Equity | 21.19 | 20.18 |
Allianz Total Return Asia Equity | 21.44 | 19.34 |
Asia Pacific ex Japan Equity | 19.83 | 18.63 |
Source: Morningstar Separate Account/CIT Fund Database
Pacific/Asia ex-Japan Stk | 5 year gross return | 5 year net return |
---|---|---|
Brandes Asia Pacific ex-Japan Equity | 11.35 | 10.23 |
Baillie Gifford Asia ex Japan Equities | 10.73 | 9.99 |
FIIG Asia ex-Japan Equity | 11.03 | 9.59 |
MFSˆ® Asia ex Japan Equity | 8.73 | 7.93 |
Allianz Total Return Asia Equity | 9.55 | 7.53 |
MFSˆ® Asia Pacific ex Japan | 8.27 | 7.48 |
Morgan Stanley Asia Equity | 7.61 | 7.37 |
PGI Asia ex-Japan Equity | 7.86 | 7.25 |
T. Rowe Price Asia ex-Japan Equity | 7.84 | 6.94 |
Allianz Asia-Pfc ex Japan Eq (Core Reg) | 7.65 | 6.75 |
Source: Morningstar Separate Account/CIT Fund Database
Diversified Pacific/Asia | 1 year gross return | 1 year net return |
---|---|---|
ZPR All Asian | 27.84 | 26.27 |
ARI Asian Pacific | 25.59 | 25.59 |
Financial Trust Asia ValueMomentum | 27.16 | 25.57 |
Sit Inv Pac Basin | 21.18 | 20.11 |
Templeton Asia Pacific Eq | 20.31 | 19.58 |
GAM Asia-Pacific Equity | 19.76 | 19.30 |
WellsCap SF Global Asia Pacific Equity | 19.43 | 18.49 |
Accuvest Asian Advantage | 17.54 | 16.70 |
Dalton Asia Pacific Long Only Composite | 17.68 | 16.18 |
Asia Pacific inc Japan Equity | 14.92 | 13.77 |
Source: Morningstar Separate Account/CIT Fund Database
Diversified Pacific/Asia | 5 year gross return | 5 year net return |
---|---|---|
Financial Trust Asia ValueMomentum | 18.72 | 17.26 |
ARI Asian Pacific | 13.18 | 13.18 |
Dalton Asia Pacific Long Only Composite | 14.40 | 12.83 |
ZPR All Asian | 11.64 | 10.23 |
WellsCap SF Global Asia Pacific Equity | 10.71 | 9.83 |
Sit Inv Pac Basin | 9.21 | 8.23 |
Horizon Asia Institutional | 9.24 | 8.15 |
Accuvest Asian Advantage | 7.58 | 7.13 |
Templeton Asia Pacific Eq | 7.53 | 6.93 |
Asia Pacific inc Japan Equity | 7.11 | 6.03 |
Source: Morningstar Separate Account/CIT Fund Database
Diversified Emerging Mkts | 1 year gross return | 1 year net return |
---|---|---|
Numeric Investors Emerging Markets Alpha | 35.78 | 34.33 |
Lazard Dev Mkts Eq Select ADR/GDR (Qual) | 34.76 | 33.82 |
JPMorgan Emg Mkts Eq Diversified | 28.82 | 32.77 |
Baillie Gifford Emerging Mkts All Cap Eq | 33.26 | 32.25 |
Acadian Emerging Markets Small-Cap Comp | 33.33 | 31.72 |
Macquarie Emerging Markets Equity | 32.65 | 31.36 |
Martin Currie Global Emerging Markets | 31.66 | 30.97 |
UBS Emerging Markets Equity HALO | 31.29 | 30.54 |
JPMorgan GEM Opportunities Strategy | 31.28 | 30.26 |
PGI Emerging Global Leaders Equity | 30.89 | 29.92 |
Source: Morningstar Separate Account/CIT Fund Database
Diversified Emerging Mkts | 5 year gross return | 5 year net return |
---|---|---|
Acadian Frontier Markets Equity Compst | 15.63 | 13.93 |
Ashmore EM Middle East Equity | 15.41 | 13.64 |
Acadian Emerging Markets Small-Cap Comp | 14.81 | 13.40 |
Numeric Investors Emerging Markets Alpha | 14.24 | 13.01 |
Ashmore EM Frontier Markets Equity | 14.31 | 12.55 |
QMA Emerging Markets Small Cap Equity | 12.20 | 11.09 |
William Blair â Emerging Mkts Sm Cap Gr | 12.03 | 10.89 |
Macquarie Emerging Markets Equity Sm Cap | 12.61 | 10.66 |
SSGA Active Emerging Markets Sm Cp Strat | 11.71 | 10.54 |
Nuveen-Sector Emerging Markets (ADR) | 10.55 | 9.49 |
Source: Morningstar Separate Account/CIT Fund Database
Global Real Estate | 1 year gross return | 1 year net return |
---|---|---|
Cohen & Steers European Real Estate Secs | 15.54 | 14.33 |
Third Avenue Real Estate Value Equity | 14.46 | 13.24 |
PGI Core Real Estate Property | 9.85 | 8.58 |
Cohen & Steers Int'l Real Estate Secs | 7.81 | 7.06 |
PGI Global ex-US Real Estate Securities | 7.04 | 6.41 |
Global REIT Income Preference | 7.07 | 6.37 |
Financial Trust Global REIT | 6.66 | 5.33 |
Morgan Stanley Glbl Infrastructure Sec | 6.27 | 5.15 |
Northern Trust Global REIT | 4.55 | 4.30 |
Adelante Global Strategy Composite | 4.82 | 4.20 |
Source: Morningstar Separate Account/CIT Fund Database
Global Real Estate | 5 year gross return | 5 year net return |
---|---|---|
Cohen & Steers European Real Estate Secs | 13.50 | 12.59 |
PGI Core Real Estate Property | 12.47 | 11.18 |
Third Avenue Real Estate Value Equity | 11.26 | 10.03 |
Financial Trust Global REIT | 11.23 | 9.85 |
Global REIT Income Preference | 10.52 | 9.81 |
Morgan Stanley Glbl Infrastructure Sec | 10.60 | 9.41 |
Brookfield Gbl Rl Estate Secs Alpha | 9.97 | 9.22 |
Duff&Phelps Glbl Real Estate Securities | 9.46 | 8.59 |
Cohen & Steers Global Real Estate Secs | 9.02 | 8.55 |
Heitman Global Diversified Rental | 9.10 | 8.46 |
Source: Morningstar Separate Account/CIT Fund Database
World Bond | 1 year gross return | 1 year net return |
---|---|---|
Templeton Global Multisector Plus Comp | 15.26 | 14.76 |
Templeton Global Bond Plus Composite | 13.63 | 13.12 |
Templeton International Bond Plus Comp | 12.46 | 11.97 |
Brandywine Global Opportunistic Tot Ret | 11.17 | 10.37 |
Brandywine Global Unconstrained F/I | 10.24 | 9.46 |
Newfleet Global Multi-Sector Income Comp | 8.81 | 7.35 |
Western Asset Mgt Glbl Multi Sector | 7.77 | 7.34 |
Stone Harbor Global High Yield 50/50 | 7.66 | 7.31 |
Stone Harbor Glbl High Yield Comp 70/30 | 7.65 | 7.30 |
PCM Absolute Bond Composite | 8.24 | 6.88 |
Source: Morningstar Separate Account/CIT Fund Database
World Bond | 5 year gross return | 5 year net return |
---|---|---|
Western Asset Mgt UK Core Full | 7.01 | 6.73 |
Newfleet Global Multi-Sector Income Comp | 6.84 | 5.41 |
Stone Harbor Glbl High Yield Comp 70/30 | 5.34 | 4.93 |
Muzinich & Co., Glbl High Yld | 5.38 | 4.83 |
Stone Harbor Global High Yield 50/50 | 5.16 | 4.78 |
PIMCO Non US Hedged | 5.22 | 4.71 |
Western Asset Mgt Euro Core Full Discr | 4.74 | 4.51 |
Standish Euro Core Plus Fixed Income | 4.73 | 4.44 |
Oaktree European Senior Loans | 4.70 | 4.18 |
Western Asset Mgt Glbl Core Full Discr | 4.52 | 4.15 |
Source: Morningstar Separate Account/CIT Fund Database
High Yield Bond | 1 year gross return | 1 year net return |
---|---|---|
DDJ U.S. Opportunistic High Yield Comp | 14.54 | 13.96 |
DDJ Total Return Credit II Composite | 14.79 | 12.79 |
MacKay Select High Yield Composite | 12.84 | 12.28 |
DCM High Yield | 12.43 | 11.87 |
PineBridge High Yield Bond Composite | 12.18 | 11.68 |
Nuveen High Yield Fixed Income | 12.12 | 11.57 |
Horizon High Yield Opportunity Instl | 12.03 | 10.91 |
Penn Capital Opportunistic High Yield | 11.02 | 10.72 |
Global High Yield | 10.95 | 10.40 |
Logan Circle High Yield | 10.89 | 10.35 |
Source: Morningstar Separate Account/CIT Fund Database
High Yield Bond | 5 year gross return | 5 year net return |
---|---|---|
T. Rowe Price Europe High Yield Bond | 8.99 | 8.44 |
MacKay Select High Yield Composite | 8.84 | 8.30 |
Nomura NCRAM HY Total Return Inst | 8.47 | 7.94 |
Oaktree European High Yield Bonds | 8.39 | 7.85 |
Federated Opportunistic High Yield Comp | 8.31 | 7.78 |
DCM High Yield | 8.24 | 7.70 |
TCW Opportunistic MBS | 8.43 | 7.67 |
DDJ U.S. Opportunistic High Yield Comp | 8.13 | 7.57 |
Lord Abbett High Yield Opportunistic | 8.43 | 7.54 |
Morgan Stanley U.S. High Yield | 8.43 | 7.51 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate Government | 1 year gross return | 1 year net return |
---|---|---|
Semper Active Mortgage-Backed Securities | 5.14 | 4.77 |
Chilton International Fixed | 2.97 | 2.47 |
Columbia US Government Mortgage | 2.20 | 1.70 |
Smith Breeden Mortgage Index Plus | 0.81 | 0.46 |
DBF Interm Mortgage-Backed Securities | 0.40 | 0.15 |
CCM Fixed Income Portfolio | 0.63 | 0.13 |
DBF Intermediate Duration Govt/Agency | 0.05 | -0.15 |
TCW Index Plus MBS | 0.10 | -0.18 |
Ryan Labs LDI Interm Duration 3-5 | 0.00 | -0.36 |
M.D. Sass Core Fix-Inc | -0.33 | -0.61 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate Government | 5 year gross return | 5 year net return |
---|---|---|
Semper Active Mortgage-Backed Securities | 5.21 | 4.76 |
Columbia US Government Mortgage | 2.93 | 2.51 |
TCW Index Plus MBS | 2.35 | 2.13 |
Smith Breeden Mortgage Index Plus | 2.22 | 1.86 |
M.D. Sass Core Fix-Inc | 2.09 | 1.81 |
Ryan Labs LDI Interm Duration 3-5 | 1.88 | 1.50 |
MFS US Government Fixed Income | 1.75 | 1.45 |
Great Lakes Core Government Only | 1.46 | 1.35 |
Chicago Equity Core Fix-Inc | 1.51 | 1.26 |
Northern Trust Government Index | 1.33 | 1.18 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Herzfeld Taxable Closed-End Bond | 12.52 | 11.54 |
Flaherty & Crumrine Separate Mgd Account | 9.75 | 9.23 |
Spectrum Preferred Securities | 9.47 | 9.21 |
PIMCO Diversified Income | 7.31 | 6.57 |
BBH Core Fixed Income | 5.50 | 5.23 |
BCM Decathlon Conservative Aspect(Pro1) | 7.40 | 4.62 |
RSA Unconstrained Bond Strategy | 5.14 | 4.61 |
Logan Circle Multi-Sector Fixed Income | 4.49 | 4.11 |
ClearArc Capital Strategic Income Plus | 4.46 | 3.99 |
Piedmont Inv Advisors Yld Advantage Agg | 1.15 | 3.89 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Flaherty & Crumrine Separate Mgd Account | 8.28 | 7.77 |
Spectrum Preferred Securities | 7.64 | 7.38 |
Herzfeld Taxable Closed-End Bond | 6.92 | 6.02 |
RSA Unconstrained Bond Strategy | 5.86 | 5.34 |
PIMCO Diversified Income | 5.61 | 4.89 |
ClearArc Capital Strategic Income Plus | 4.99 | 4.53 |
PIMCO Global Invstm Grade Corporate | 4.95 | 4.46 |
Morgan Stanley Core Plus Fix-Inc | 4.85 | 4.20 |
Manulife AM US Core Plus Fixed Income | 4.41 | 4.10 |
Invesco Core Plus Composite | 4.24 | 3.88 |
Source: Morningstar Separate Account/CIT Fund Database
Short Government | 1 year gross return | 1 year net return |
---|---|---|
Mortgage Backed Securities Composite | 1.59 | 1.28 |
Ryan Labs Limited Duration Govt Credit | 1.32 | 1.03 |
Garcia Hamilton Fix-Inc Short Dur | 0.97 | 0.84 |
Standish Glb Govt-Short Dur (US$ Hedged) | 0.83 | 0.68 |
M.D. Sass 2-Year FI | 0.84 | 0.62 |
TCW MBS Short-Intermediate | 0.87 | 0.59 |
BlackRock Mortgage | 0.68 | 0.55 |
WellsCap Montgomery US Short Duration FI | 0.88 | 0.43 |
AB US Low Duration | 0.86 | 0.41 |
RBC Short Duration: 1-3 Year Government | 0.56 | 0.39 |
Source: Morningstar Separate Account/CIT Fund Database
Short Government | 5 year gross return | 5 year net return |
---|---|---|
Mortgage Backed Securities Composite | 2.72 | 2.46 |
RBC Access Capital Community Invmt | 2.34 | 1.91 |
Sit Inv Short Dur Strat | 2.17 | 1.76 |
PNC Cap Adv US Government Mortgage | 1.88 | 1.52 |
Victory INCORE Short Government | 1.63 | 1.32 |
M.D. Sass 3-Year FI | 1.67 | 1.31 |
Garcia Hamilton Fix-Inc Short Dur | 1.24 | 1.12 |
M.D. Sass 2-Year FI | 1.29 | 1.04 |
WellsCap Montgomery US Short Duration FI | 1.17 | 0.71 |
MPI Inv Mgt US Fix-Inc | 1.24 | 0.70 |
Source: Morningstar Separate Account/CIT Fund Database
Short-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Post Limited Term High Yield Comp | 4.71 | 4.04 |
Diamond Hill Short Duration Total Return | 4.17 | 3.80 |
Frost Intermediate Taxable Composite | 4.12 | 3.66 |
Newfleet Multi-Sector Short Dur Cpst | 4.14 | 3.65 |
Advisors Capital Mgt Fixed Income | 4.43 | 3.55 |
TCW Strategic Income | 5.55 | 3.27 |
iSectors Domestic Fixed Income | 3.00 | 2.61 |
Lord Abbett Short Duration Credit | 2.76 | 2.50 |
Century Mgmt Fixed Income | 2.37 | 2.13 |
Ryan Labs Low Duration Income | 2.32 | 1.97 |
Source: Morningstar Separate Account/CIT Fund Database
Short-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Post Limited Term High Yield Comp | 4.96 | 4.29 |
Frost Intermediate Taxable Composite | 4.34 | 3.92 |
TCW Strategic Income | 5.00 | 3.09 |
Newfleet Multi-Sector Short Dur Cpst | 3.55 | 3.05 |
Advisors Capital Mgt Fixed Income | 3.50 | 2.81 |
WellsCap Intermediate Premier FI | 3.01 | 2.70 |
Dodge & Cox Intermediate FI Composite | 2.93 | 2.60 |
Thornburg Limited Term Income Sep Acct | 2.90 | 2.53 |
Century Mgmt Fixed Income | 2.93 | 2.48 |
Lazard U.S. Intermediate Core | 2.58 | 2.39 |
Source: Morningstar Separate Account/CIT Fund Database
Ultrashort Bond | 1 year gross return | 1 year net return |
---|---|---|
TCW Alpha Trak | 23.80 | 22.69 |
FIAM Leveraged Loan Composite | 5.56 | 5.03 |
PIMCO Short Term | 3.16 | 2.72 |
BNP Paribas Mortgage Alpha | 3.22 | 2.67 |
Pioneer Multi-Asset Ultrashort Income | 2.41 | 2.15 |
Western Asset Mgt US Enhanced Cash | 2.34 | 2.13 |
Federated Active Cash Broad FI Composite | 2.05 | 1.84 |
Merganser Floating Rate Bond | 1.87 | 1.68 |
Seix Ultra Short | 1.84 | 1.66 |
Payden & Rygel Enhanced Cash Long | 1.63 | 1.47 |
Source: Morningstar Separate Account/CIT Fund Database
Ultrashort Bond | 5 year gross return | 5 year net return |
---|---|---|
TCW Alpha Trak | 16.51 | 15.98 |
FIAM Leveraged Loan Composite | 4.87 | 4.35 |
BNP Paribas Mortgage Alpha | 4.05 | 3.54 |
PIMCO Short Term | 1.98 | 1.57 |
Pioneer Multi-Asset Ultrashort Income | 1.86 | 1.57 |
Western Asset Mgt US Enhanced Cash | 1.62 | 1.43 |
Federated Active Cash Broad FI Composite | 1.43 | 1.14 |
Payden & Rygel Enhanced Cash Long | 1.17 | 0.99 |
Seix Ultra Short | 1.17 | 0.94 |
Federated Active Cash Moderate FI Comp | 1.17 | 0.88 |
Source: Morningstar Separate Account/CIT Fund Database
Long Government | 1 year gross return | 1 year net return |
---|---|---|
JKMAM Active Aggregate | 0.12 | -0.06 |
Long Duration Gov/Credit Composite | -0.40 | -0.58 |
Long Duration Gov/Credit Plus Composite | -0.36 | -0.65 |
Camden Long Duration (US Corporate) Comp | -1.69 | -1.95 |
Hillswick Long Duration Government | -2.16 | -2.46 |
DoubleLine Long Duration Total Return | -3.58 | -5.40 |
TCW Long Duration Gov | -5.64 | -5.72 |
SSgA Long U.S. Govt Bond Index Strategy | -6.17 | -6.21 |
PIMCO Long Duration Treasury | -5.82 | -6.29 |
NISA Long Dur Govt Only Consolidated | -7.37 | -7.55 |
Source: Morningstar Separate Account/CIT Fund Database
Long Government | 5 year gross return | 5 year net return |
---|---|---|
Long Duration Gov/Credit Composite | 4.22 | 3.98 |
Hillswick Long Duration Government | 4.13 | 3.83 |
Long Duration Gov/Credit Plus Composite | 4.30 | 3.72 |
NISA 15+ STRIPS Fixed Income Composite | 3.93 | 3.71 |
NISA Long Dur Govt Only Consolidated | 3.18 | 2.93 |
Hoisington Inv Mgt Macroeconomic FI Comp | 3.11 | 2.88 |
PIMCO Long Duration Treasury | 3.10 | 2.61 |
TCW Long Duration Gov | 2.36 | 2.24 |
JKMAM Active Aggregate | 2.08 | 1.91 |
SSgA Long U.S. Govt Bond Index Strategy | 2.84 | 1.22 |
Source: Morningstar Separate Account/CIT Fund Database
Long-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Ramirez Long Duration Composite | 5.25 | 5.14 |
Niemann Risk Managed Global Bond | 6.50 | 4.78 |
PIMCO Long Term Bond - Long Credit | 5.06 | 4.77 |
Standish Long Corporate | 3.49 | 3.29 |
FIAM Long Corporate Composite | 3.22 | 2.93 |
Ryan Labs Long-Credit | 3.22 | 2.92 |
BlackRock US Long Credit | 3.04 | 2.91 |
NISA Long Credit | 3.11 | 2.88 |
NISA Long Dur Credit Only Consolidated | 3.01 | 2.78 |
Standish US Investment Grade Corporate | 2.72 | 2.55 |
Source: Morningstar Separate Account/CIT Fund Database
Long-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
PIMCO Long Term Bond - Long Credit | 6.63 | 6.33 |
Dodge & Cox Long Duration FI Composite | 5.79 | 5.41 |
TCW Long Duration Credit | 5.61 | 5.41 |
Western Asset Mgt US Long Duration | 5.67 | 5.34 |
BlackRock US Long Credit | 5.39 | 5.16 |
PIMCO Long Term Bond Full Authority | 5.38 | 5.13 |
Logan Circle Long Duration | 5.44 | 5.12 |
Ryan Labs Long-Credit | 5.39 | 5.08 |
NISA Long Credit | 5.22 | 4.98 |
FIAM Long Corporate Composite | 5.23 | 4.94 |
Source: Morningstar Separate Account/CIT Fund Database
Multisector Bond | 1 year gross return | 1 year net return |
---|---|---|
First Trust Taxable Closed End Fund | 12.35 | 10.79 |
Schroder Opportunistic Multi-Sector Sec | 11.27 | 10.73 |
Putnam Fixed Income Global Alpha Plus | 10.15 | 9.49 |
PIMCO Floating Income | 10.01 | 9.26 |
Eaton Vance Multi-Sector Bond | 9.62 | 9.08 |
PIMCO Income Composite | 9.06 | 8.49 |
PIMCO Unconstrained Bond Strategy | 7.39 | 6.60 |
Prudential Absolute Return Composite | 6.66 | 6.20 |
Federated Strategic Multi-Sector FI Comp | 6.44 | 6.07 |
Thornburg Multisector Opportun Sep Acct | 6.78 | 6.04 |
Source: Morningstar Separate Account/CIT Fund Database
Multisector Bond | 5 year gross return | 5 year net return |
---|---|---|
Schroder Opportunistic Multi-Sector Sec | 9.14 | 8.45 |
Schroders Enhanced Securitized | 7.98 | 7.44 |
PIMCO Income Composite | 7.37 | 6.82 |
Loomis Sayles Multi-Sector Full Discretn | 5.45 | 5.12 |
TCW Securitized Opportunities | 6.05 | 4.99 |
Guggenheim Fixed Income | 5.22 | 4.87 |
Thornburg Multisector Opportun Sep Acct | 5.57 | 4.86 |
Manulife AM Strategic Fixed Income Opp | 5.20 | 4.78 |
Newfleet Multi-Sector Opportunistic Cpst | 5.21 | 4.64 |
First Trust Taxable Closed End Fund | 6.09 | 4.49 |
Source: Morningstar Separate Account/CIT Fund Database
High Yield Bond | 1 year gross return | 1 year net return |
---|---|---|
DDJ U.S. Opportunistic High Yield Comp | 14.54 | 13.96 |
DDJ Total Return Credit II Composite | 14.79 | 12.79 |
MacKay Select High Yield Composite | 12.84 | 12.28 |
DCM High Yield | 12.43 | 11.87 |
PineBridge High Yield Bond Composite | 12.18 | 11.68 |
Nuveen High Yield Fixed Income | 12.12 | 11.57 |
Horizon High Yield Opportunity Instl | 12.03 | 10.91 |
Penn Capital Opportunistic High Yield | 11.02 | 10.72 |
Global High Yield | 10.95 | 10.40 |
Logan Circle High Yield | 10.89 | 10.35 |
Source: Morningstar Separate Account/CIT Fund Database
High Yield Bond | 5 year gross return | 5 year net return |
---|---|---|
T. Rowe Price Europe High Yield Bond | 8.99 | 8.44 |
MacKay Select High Yield Composite | 8.84 | 8.30 |
Nomura NCRAM HY Total Return Inst | 8.47 | 7.94 |
Oaktree European High Yield Bonds | 8.39 | 7.85 |
Federated Opportunistic High Yield Comp | 8.31 | 7.78 |
DCM High Yield | 8.24 | 7.70 |
TCW Opportunistic MBS | 8.43 | 7.67 |
DDJ U.S. Opportunistic High Yield Comp | 8.13 | 7.57 |
Lord Abbett High Yield Opportunistic | 8.43 | 7.54 |
Morgan Stanley U.S. High Yield | 8.43 | 7.51 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate Government | 1 year gross return | 1 year net return |
---|---|---|
Semper Active Mortgage-Backed Securities | 5.14 | 4.77 |
Chilton International Fixed | 2.97 | 2.47 |
Columbia US Government Mortgage | 2.20 | 1.70 |
Smith Breeden Mortgage Index Plus | 0.81 | 0.46 |
DBF Interm Mortgage-Backed Securities | 0.40 | 0.15 |
CCM Fixed Income Portfolio | 0.63 | 0.13 |
DBF Intermediate Duration Govt/Agency | 0.05 | -0.15 |
TCW Index Plus MBS | 0.10 | -0.18 |
Ryan Labs LDI Interm Duration 3-5 | 0.00 | -0.36 |
M.D. Sass Core Fix-Inc | -0.33 | -0.61 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate Government | 5 year gross return | 5 year net return |
---|---|---|
Semper Active Mortgage-Backed Securities | 5.21 | 4.76 |
Columbia US Government Mortgage | 2.93 | 2.51 |
TCW Index Plus MBS | 2.35 | 2.13 |
Smith Breeden Mortgage Index Plus | 2.22 | 1.86 |
M.D. Sass Core Fix-Inc | 2.09 | 1.81 |
Ryan Labs LDI Interm Duration 3-5 | 1.88 | 1.50 |
MFS US Government Fixed Income | 1.75 | 1.45 |
Great Lakes Core Government Only | 1.46 | 1.35 |
Chicago Equity Core Fix-Inc | 1.51 | 1.26 |
Northern Trust Government Index | 1.33 | 1.18 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Herzfeld Taxable Closed-End Bond | 12.52 | 11.54 |
Flaherty & Crumrine Separate Mgd Account | 9.75 | 9.23 |
Spectrum Preferred Securities | 9.47 | 9.21 |
PIMCO Diversified Income | 7.31 | 6.57 |
BBH Core Fixed Income | 5.50 | 5.23 |
BCM Decathlon Conservative Aspect(Pro1) | 7.40 | 4.62 |
RSA Unconstrained Bond Strategy | 5.14 | 4.61 |
Logan Circle Multi-Sector Fixed Income | 4.49 | 4.11 |
ClearArc Capital Strategic Income Plus | 4.46 | 3.99 |
Piedmont Inv Advisors Yld Advantage Agg | 1.15 | 3.89 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Flaherty & Crumrine Separate Mgd Account | 8.28 | 7.77 |
Spectrum Preferred Securities | 7.64 | 7.38 |
Herzfeld Taxable Closed-End Bond | 6.92 | 6.02 |
RSA Unconstrained Bond Strategy | 5.86 | 5.34 |
PIMCO Diversified Income | 5.61 | 4.89 |
ClearArc Capital Strategic Income Plus | 4.99 | 4.53 |
PIMCO Global Invstm Grade Corporate | 4.95 | 4.46 |
Morgan Stanley Core Plus Fix-Inc | 4.85 | 4.20 |
Manulife AM US Core Plus Fixed Income | 4.41 | 4.10 |
Invesco Core Plus Composite | 4.24 | 3.88 |
Source: Morningstar Separate Account/CIT Fund Database
Short Government | 1 year gross return | 1 year net return |
---|---|---|
Mortgage Backed Securities Composite | 1.59 | 1.28 |
Ryan Labs Limited Duration Govt Credit | 1.32 | 1.03 |
Garcia Hamilton Fix-Inc Short Dur | 0.97 | 0.84 |
Standish Glb Govt-Short Dur (US$ Hedged) | 0.83 | 0.68 |
M.D. Sass 2-Year FI | 0.84 | 0.62 |
TCW MBS Short-Intermediate | 0.87 | 0.59 |
BlackRock Mortgage | 0.68 | 0.55 |
WellsCap Montgomery US Short Duration FI | 0.88 | 0.43 |
AB US Low Duration | 0.86 | 0.41 |
RBC Short Duration: 1-3 Year Government | 0.56 | 0.39 |
Source: Morningstar Separate Account/CIT Fund Database
Short Government | 5 year gross return | 5 year net return |
---|---|---|
Mortgage Backed Securities Composite | 2.72 | 2.46 |
RBC Access Capital Community Invmt | 2.34 | 1.91 |
Sit Inv Short Dur Strat | 2.17 | 1.76 |
PNC Cap Adv US Government Mortgage | 1.88 | 1.52 |
Victory INCORE Short Government | 1.63 | 1.32 |
M.D. Sass 3-Year FI | 1.67 | 1.31 |
Garcia Hamilton Fix-Inc Short Dur | 1.24 | 1.12 |
M.D. Sass 2-Year FI | 1.29 | 1.04 |
WellsCap Montgomery US Short Duration FI | 1.17 | 0.71 |
MPI Inv Mgt US Fix-Inc | 1.24 | 0.70 |
Source: Morningstar Separate Account/CIT Fund Database
Short-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Post Limited Term High Yield Comp | 4.71 | 4.04 |
Diamond Hill Short Duration Total Return | 4.17 | 3.80 |
Frost Intermediate Taxable Composite | 4.12 | 3.66 |
Newfleet Multi-Sector Short Dur Cpst | 4.14 | 3.65 |
Advisors Capital Mgt Fixed Income | 4.43 | 3.55 |
TCW Strategic Income | 5.55 | 3.27 |
iSectors Domestic Fixed Income | 3.00 | 2.61 |
Lord Abbett Short Duration Credit | 2.76 | 2.50 |
Century Mgmt Fixed Income | 2.37 | 2.13 |
Ryan Labs Low Duration Income | 2.32 | 1.97 |
Source: Morningstar Separate Account/CIT Fund Database
Short-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Post Limited Term High Yield Comp | 4.96 | 4.29 |
Frost Intermediate Taxable Composite | 4.34 | 3.92 |
TCW Strategic Income | 5.00 | 3.09 |
Newfleet Multi-Sector Short Dur Cpst | 3.55 | 3.05 |
Advisors Capital Mgt Fixed Income | 3.50 | 2.81 |
WellsCap Intermediate Premier FI | 3.01 | 2.70 |
Dodge & Cox Intermediate FI Composite | 2.93 | 2.60 |
Thornburg Limited Term Income Sep Acct | 2.90 | 2.53 |
Century Mgmt Fixed Income | 2.93 | 2.48 |
Lazard U.S. Intermediate Core | 2.58 | 2.39 |
Source: Morningstar Separate Account/CIT Fund Database
Ultrashort Bond | 1 year gross return | 1 year net return |
---|---|---|
TCW Alpha Trak | 23.80 | 22.69 |
FIAM Leveraged Loan Composite | 5.56 | 5.03 |
PIMCO Short Term | 3.16 | 2.72 |
BNP Paribas Mortgage Alpha | 3.22 | 2.67 |
Pioneer Multi-Asset Ultrashort Income | 2.41 | 2.15 |
Western Asset Mgt US Enhanced Cash | 2.34 | 2.13 |
Federated Active Cash Broad FI Composite | 2.05 | 1.84 |
Merganser Floating Rate Bond | 1.87 | 1.68 |
Seix Ultra Short | 1.84 | 1.66 |
Payden & Rygel Enhanced Cash Long | 1.63 | 1.47 |
Source: Morningstar Separate Account/CIT Fund Database
Ultrashort Bond | 5 year gross return | 5 year net return |
---|---|---|
TCW Alpha Trak | 16.51 | 15.98 |
FIAM Leveraged Loan Composite | 4.87 | 4.35 |
BNP Paribas Mortgage Alpha | 4.05 | 3.54 |
PIMCO Short Term | 1.98 | 1.57 |
Pioneer Multi-Asset Ultrashort Income | 1.86 | 1.57 |
Western Asset Mgt US Enhanced Cash | 1.62 | 1.43 |
Federated Active Cash Broad FI Composite | 1.43 | 1.14 |
Payden & Rygel Enhanced Cash Long | 1.17 | 0.99 |
Seix Ultra Short | 1.17 | 0.94 |
Federated Active Cash Moderate FI Comp | 1.17 | 0.88 |
Source: Morningstar Separate Account/CIT Fund Database
Long Government | 1 year gross return | 1 year net return |
---|---|---|
JKMAM Active Aggregate | 0.12 | -0.06 |
Long Duration Gov/Credit Composite | -0.40 | -0.58 |
Long Duration Gov/Credit Plus Composite | -0.36 | -0.65 |
Camden Long Duration (US Corporate) Comp | -1.69 | -1.95 |
Hillswick Long Duration Government | -2.16 | -2.46 |
DoubleLine Long Duration Total Return | -3.58 | -5.40 |
TCW Long Duration Gov | -5.64 | -5.72 |
SSgA Long U.S. Govt Bond Index Strategy | -6.17 | -6.21 |
PIMCO Long Duration Treasury | -5.82 | -6.29 |
NISA Long Dur Govt Only Consolidated | -7.37 | -7.55 |
Source: Morningstar Separate Account/CIT Fund Database
Long Government | 5 year gross return | 5 year net return |
---|---|---|
Long Duration Gov/Credit Composite | 4.22 | 3.98 |
Hillswick Long Duration Government | 4.13 | 3.83 |
Long Duration Gov/Credit Plus Composite | 4.30 | 3.72 |
NISA 15+ STRIPS Fixed Income Composite | 3.93 | 3.71 |
NISA Long Dur Govt Only Consolidated | 3.18 | 2.93 |
Hoisington Inv Mgt Macroeconomic FI Comp | 3.11 | 2.88 |
PIMCO Long Duration Treasury | 3.10 | 2.61 |
TCW Long Duration Gov | 2.36 | 2.24 |
JKMAM Active Aggregate | 2.08 | 1.91 |
SSgA Long U.S. Govt Bond Index Strategy | 2.84 | 1.22 |
Source: Morningstar Separate Account/CIT Fund Database
Long-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Ramirez Long Duration Composite | 5.25 | 5.14 |
Niemann Risk Managed Global Bond | 6.50 | 4.78 |
PIMCO Long Term Bond - Long Credit | 5.06 | 4.77 |
Standish Long Corporate | 3.49 | 3.29 |
FIAM Long Corporate Composite | 3.22 | 2.93 |
Ryan Labs Long-Credit | 3.22 | 2.92 |
BlackRock US Long Credit | 3.04 | 2.91 |
NISA Long Credit | 3.11 | 2.88 |
NISA Long Dur Credit Only Consolidated | 3.01 | 2.78 |
Standish US Investment Grade Corporate | 2.72 | 2.55 |
Source: Morningstar Separate Account/CIT Fund Database
Long-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
PIMCO Long Term Bond - Long Credit | 6.63 | 6.33 |
Dodge & Cox Long Duration FI Composite | 5.79 | 5.41 |
TCW Long Duration Credit | 5.61 | 5.41 |
Western Asset Mgt US Long Duration | 5.67 | 5.34 |
BlackRock US Long Credit | 5.39 | 5.16 |
PIMCO Long Term Bond Full Authority | 5.38 | 5.13 |
Logan Circle Long Duration | 5.44 | 5.12 |
Ryan Labs Long-Credit | 5.39 | 5.08 |
NISA Long Credit | 5.22 | 4.98 |
FIAM Long Corporate Composite | 5.23 | 4.94 |
Source: Morningstar Separate Account/CIT Fund Database
Multisector Bond | 1 year gross return | 1 year net return |
---|---|---|
First Trust Taxable Closed End Fund | 12.35 | 10.79 |
Schroder Opportunistic Multi-Sector Sec | 11.27 | 10.73 |
Putnam Fixed Income Global Alpha Plus | 10.15 | 9.49 |
PIMCO Floating Income | 10.01 | 9.26 |
Eaton Vance Multi-Sector Bond | 9.62 | 9.08 |
PIMCO Income Composite | 9.06 | 8.49 |
PIMCO Unconstrained Bond Strategy | 7.39 | 6.60 |
Prudential Absolute Return Composite | 6.66 | 6.20 |
Federated Strategic Multi-Sector FI Comp | 6.44 | 6.07 |
Thornburg Multisector Opportun Sep Acct | 6.78 | 6.04 |
Source: Morningstar Separate Account/CIT Fund Database
Multisector Bond | 5 year gross return | 5 year net return |
---|---|---|
Schroder Opportunistic Multi-Sector Sec | 9.14 | 8.45 |
Schroders Enhanced Securitized | 7.98 | 7.44 |
PIMCO Income Composite | 7.37 | 6.82 |
Loomis Sayles Multi-Sector Full Discretn | 5.45 | 5.12 |
TCW Securitized Opportunities | 6.05 | 4.99 |
Guggenheim Fixed Income | 5.22 | 4.87 |
Thornburg Multisector Opportun Sep Acct | 5.57 | 4.86 |
Manulife AM Strategic Fixed Income Opp | 5.20 | 4.78 |
Newfleet Multi-Sector Opportunistic Cpst | 5.21 | 4.64 |
First Trust Taxable Closed End Fund | 6.09 | 4.49 |
Source: Morningstar Separate Account/CIT Fund Database
Inflation-Protected Bond | 1 year gross return | 1 year net return |
---|---|---|
Lord Abbett & Co. Inflation Focused â SA | 5.18 | 4.78 |
Chilton Global Inflation Linked | 2.57 | 1.98 |
Wellington TIPS | 0.62 | 0.47 |
PIMCO Real Return Full Authority | 0.62 | 0.16 |
Standish Global TIPS | 0.00 | -0.05 |
Standish U.S. TIPS 1-10 Year | 0.04 | -0.15 |
Richmond Capital Mgt TIPS 1-10 Yr | -0.09 | -0.19 |
NISA Intermediate TIPS | -0.08 | -0.22 |
IR+M Int. TIPS | -0.13 | -0.23 |
NB U.S.Treasury Inflation Protection | -0.44 | -0.48 |
Source: Morningstar Separate Account/CIT Fund Database
Inflation-Protected Bond | 5 year gross return | 5 year net return |
---|---|---|
BNP Paribas GlobalInflationLinked Bonds | 3.13 | 2.87 |
Standish Global TIPS | 1.48 | 1.40 |
Franklin U.S. TIPS Composite | 0.39 | 0.26 |
NB U.S.Treasury Inflation Protection | 0.15 | 0.14 |
BBH U.S. TIPS | 0.26 | 0.11 |
Wellington TIPS | 0.25 | 0.10 |
Standish U.S. TIPS 1-10 Year | 0.18 | 0.06 |
Standish US TIPS Barclays | 0.13 | 0.06 |
NISA Intermediate TIPS | 0.16 | 0.05 |
Richmond Capital Mgt TIPS 1-10 Yr | 0.09 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Stable Value | 1 year gross return | 1 year net return |
---|---|---|
PIMCO Stable Value (BV) | 2.96 | 2.74 |
Standish Stable Value | 2.13 | 2.03 |
T. Rowe Price Stable Value | 2.21 | 1.97 |
Putnam Stable Value Composite | 2.13 | 1.89 |
Invesco Stable Value | 2.02 | 1.82 |
Galliard Stable Value Composite | 2.02 | 1.61 |
Source: Morningstar Separate Account/CIT Fund Database
Stable Value | 5 year gross return | 5 year net return |
---|---|---|
PIMCO Stable Value (BV) | 3.26 | 3.04 |
T. Rowe Price Stable Value | 2.42 | 2.17 |
Standish Stable Value | 2.24 | 2.13 |
Invesco Stable Value | 2.06 | 1.86 |
Putnam Stable Value Composite | 2.01 | 1.76 |
Galliard Stable Value Composite | 2.01 | 1.60 |
Source: Morningstar Separate Account/CIT Fund Database
Convertibles | 1 year gross return | 1 year net return |
---|---|---|
SSI Inv Grade Convert Strat | 24.58 | 23.62 |
INCORE Inv Grade Convertibles Comp | 18.06 | 17.41 |
Lord Abbett & Co. Convertibles | 17.73 | 16.54 |
Advent Investment Grade | 15.73 | 15.25 |
Palisade Convertible Securities Comp | 14.47 | 13.91 |
Allianz Convertibles | 14.32 | 13.79 |
SSI Convertible Investment Strategy | 13.14 | 12.63 |
Advent Balanced Convertible Strategy | 13.10 | 12.57 |
MacKay Shields Convertibles | 12.94 | 12.39 |
Calamos Instl Convertible Composite | 13.08 | 12.30 |
Source: Morningstar Separate Account/CIT Fund Database
Convertibles | 5 year gross return | 5 year net return |
---|---|---|
SSI Inv Grade Convert Strat | 14.84 | 13.79 |
Advent Investment Grade | 11.50 | 11.03 |
INCORE Inv Grade Convertibles Comp | 11.47 | 10.86 |
MacKay Shields Convertibles | 10.98 | 10.43 |
SSI Convertible Investment Strategy | 10.79 | 10.29 |
Allianz Convertibles | 10.62 | 10.19 |
Palisade Convertible Securities Comp | 10.56 | 9.94 |
ClearBridge U.S. Convertibles | 10.54 | 9.89 |
Lord Abbett & Co. Convertibles | 10.95 | 9.83 |
Advent Balanced Convertible Strategy | 9.91 | 9.41 |
Source: Morningstar Separate Account/CIT Fund Database
Emerging Markets Bond | 1 year gross return | 1 year net return |
---|---|---|
Ashmore EM Corporate Debt High Yld Comp | 22.26 | 20.88 |
Stone Harbor EMD Total Return | 17.44 | 16.28 |
Ashmore EM Corp Dbt Broad (CEMBI) Comp | 17.50 | 16.17 |
Global Evolution Frontier Markets | 12.97 | 11.86 |
Van Eck Unconstr Emg Mkts Bond Comp. | 12.13 | 11.34 |
Mondrian Inv Emerging Markets Debt | 10.26 | 9.72 |
Logan Circle Emerging Market Debt | 10.26 | 9.71 |
Schroders Multi-Sector Emg Mkt Debt | 10.41 | 9.54 |
OFI Global Emerging Markets Local Bond | 10.06 | 9.41 |
Standish Em Mkts Dbt - Opportunistic | 10.29 | 9.21 |
Source: Morningstar Separate Account/CIT Fund Database
Emerging Markets Bond | 5 year gross return | 5 year net return |
---|---|---|
Global Evolution Frontier Markets | 8.57 | 7.50 |
DCM Emerging Markets Debt | 7.02 | 6.39 |
Macquarie Emerging Markets Debt | 6.74 | 6.22 |
Prudential Fixed Inc Emerging Mkts Debt | 6.67 | 6.08 |
Ashmore EM Corporate Debt High Yld Comp | 6.84 | 5.64 |
Stone Harbor EMD Total Return | 6.30 | 5.45 |
Ashmore EM Corp Dbt Broad (CEMBI) Comp | 6.62 | 5.41 |
FIAM Emerging Market Debt Composite | 6.07 | 5.38 |
Global Evolution EM Debt | 6.42 | 5.37 |
Ashmore Emerg Mkts External Dbt Comp | 6.39 | 5.36 |
Source: Morningstar Separate Account/CIT Fund Database
World Allocation | 1 year gross return | 1 year net return |
---|---|---|
PIMCO StocksPLUS Absolute Return | 22.75 | 22.06 |
PIMCO StocksPLUS International Unhedged | 21.70 | 21.16 |
Innealta Global All Asset Opp Growth | 21.95 | 19.82 |
PIMCO StocksPlus | 19.62 | 19.12 |
PIMCO RAE Fundamental PLUS | 19.98 | 19.04 |
NorthCoast Tactical Growth | 18.11 | 17.03 |
Innealta Global All Asset Opp Moderate | 18.22 | 16.25 |
THG Balanced Aggressive | 16.36 | 15.50 |
Lazard Cap Alloc -Gbl Div 75/25 (TX) | 15.58 | 15.36 |
CW Frontier Asset Mgmt Global Opp | 15.81 | 15.24 |
Source: Morningstar Separate Account/CIT Fund Database
World Allocation | 5 year gross return | 5 year net return |
---|---|---|
PIMCO StocksPlus | 15.05 | 14.53 |
PIMCO StocksPLUS Absolute Return | 15.06 | 14.40 |
PIMCO RAE Fundamental PLUS | 14.84 | 13.94 |
Morgan Stanley Glbl Tactical Asset Alloc | 10.02 | 9.71 |
ICON - SBI Global Moderate | 10.17 | 9.38 |
THG Balanced Aggressive | 9.71 | 8.87 |
CKW Opportunistic Global Balanced | 9.55 | 8.60 |
DMAP Moderate Relative Return USD-H | 9.15 | 8.36 |
PIMCO StocksPLUS International Unhedged | 8.97 | 8.34 |
CKW Sprinkle Global Balance | 8.95 | 7.76 |
Source: Morningstar Separate Account/CIT Fund Database
Conservative Allocation | 1 year gross return | 1 year net return |
---|---|---|
MCA Conservative Portfolios | 17.32 | 16.45 |
Clark Navigator MultiStrategy 50-50(SAI) | 14.33 | 13.94 |
Lazard Cap Alloc -Gbl Non-Traditional | 14.64 | 13.50 |
Copeland Large Cap Div Growth Balanced | 13.51 | 12.98 |
AAM Credit Opportunities | 13.96 | 12.56 |
Allianz Income & Growth | 12.22 | 11.74 |
Morningstar Balanced - Advisor Group WMP | 11.31 | 11.31 |
Messner & Smith - Balanced | 12.36 | 11.24 |
AMP Moderately Conservative | 11.26 | 10.75 |
ASAP Balanced Strategy | 10.68 | 10.42 |
Source: Morningstar Separate Account/CIT Fund Database
Conservative Allocation | 5 year gross return | 5 year net return |
---|---|---|
Clark Navigator MultiStrategy 50-50(SAI) | 10.30 | 9.92 |
Allianz Income & Growth | 9.22 | 8.79 |
Copeland Large Cap Div Growth Balanced | 8.84 | 8.27 |
MCA Conservative Portfolios | 8.71 | 7.90 |
Morningstar Balanced - Advisor Group WMP | 7.56 | 7.56 |
AMP Moderately Conservative | 7.83 | 7.35 |
Tocqueville Enhanced Income Composite | 8.06 | 7.05 |
ASAP Balanced Strategy | 7.13 | 6.90 |
ACM Growth & Income 51 | 7.77 | 6.89 |
CLS American Funds Moderate 50 | 7.08 | 6.82 |
Source: Morningstar Separate Account/CIT Fund Database
Moderate Allocation | 1 year gross return | 1 year net return |
---|---|---|
ValueWorks Bal Comp | 20.40 | 18.81 |
Johnson Institutional Mgt Enhanced Index | 18.46 | 18.10 |
Hotchkis & Wiley - Capital Income | 18.43 | 17.67 |
MCA Balanced Portfolios | 16.98 | 16.18 |
Dodge & Cox Balanced Composite | 16.64 | 16.01 |
Brandywine Domestic Balanced | 16.71 | 15.92 |
Janus Henderson Balanced | 16.45 | 15.90 |
WJA Equity Oriented (Balanced) Composite | 16.57 | 15.79 |
Herzfeld Balanced Closed-End | 16.61 | 15.54 |
Harris Assoc. Equity & Income Comp | 16.19 | 15.51 |
Source: Morningstar Separate Account/CIT Fund Database
Moderate Allocation | 5 year gross return | 5 year net return |
---|---|---|
Johnson Institutional Mgt Enhanced Index | 14.56 | 14.25 |
Dodge & Cox Balanced Composite | 11.82 | 11.70 |
ValueWorks Bal Comp | 12.58 | 11.05 |
Invesco Equity and Income Composite | 11.36 | 10.70 |
Hotchkis & Wiley - Capital Income | 11.27 | 10.56 |
UBS: U.S. Balanced Portfolio | 10.86 | 10.15 |
Dorsey Wright Sys Reltv Strength Cons | 11.31 | 10.02 |
EIC Mid-Cap Value | 13.29 | 9.98 |
MCA Balanced Portfolios | 10.49 | 9.70 |
Harris Assoc. Equity & Income Comp | 10.22 | 9.57 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2011-2015 | 1 year gross return | 1 year net return |
---|---|---|
Sage Target Date 2015 Fund | 5.81 | 5.39 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2011-2015 | 5 year gross return | 5 year net return |
---|---|---|
Sage Target Date 2015 Fund | 4.81 | 4.41 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2016-2020 | 1 year gross return | 1 year net return |
---|---|---|
BCM DynamicBelay Balanced Growth (QDIA) | 8.36 | 6.82 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2016-2020 | 5 year gross return | 5 year net return |
---|---|---|
BCM DynamicBelay Balanced Growth (QDIA) | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2021-2025 | 1 year gross return | 1 year net return |
---|---|---|
Sage Target Date 2025 Fund | 8.58 | 8.15 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2021-2025 | 5 year gross return | 5 year net return |
---|---|---|
Sage Target Date 2025 Fund | 6.41 | 6.00 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2026-2030 | 1 year gross return | 1 year net return |
---|---|---|
BCM DynamicBelay Conservative Gro(QDIA) | 10.93 | 9.36 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2026-2030 | 5 year gross return | 5 year net return |
---|---|---|
BCM DynamicBelay Conservative Gro(QDIA) | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2031-2035 | 1 year gross return | 1 year net return |
---|---|---|
Sage Target Date 2035 Fund | 11.65 | 11.21 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2031-2035 | 5 year gross return | 5 year net return |
---|---|---|
Sage Target Date 2035 Fund | 7.71 | 7.29 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2036-2040 | 1 year gross return | 1 year net return |
---|---|---|
BCM DynamicBelay Moderate Growth (QDIA) | 11.01 | 9.44 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2036-2040 | 5 year gross return | 5 year net return |
---|---|---|
BCM DynamicBelay Moderate Growth (QDIA) | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2041-2045 | 1 year gross return | 1 year net return |
---|---|---|
Sage Target Date 2045 Fund | 13.22 | 12.77 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2041-2045 | 5 year gross return | 5 year net return |
---|---|---|
Sage Target Date 2045 Fund | 8.43 | 8.01 |
Source: Morningstar Separate Account/CIT Fund Database
Retirement Income | 1 year gross return | 1 year net return |
---|---|---|
Nuveen-Sector Dividend Preferred | 15.30 | 14.59 |
Horizon Hybrid Real Spend 7 | 11.25 | 11.25 |
PIMCO Retirement Income Model-Mod Gr | 10.99 | 10.99 |
Horizon Hybrid Real Spend 6 | 10.45 | 10.45 |
Horizon Hybrid Real Spend 5 | 9.62 | 9.62 |
PIMCO Retirement Income Model - Balanced | 9.51 | 9.51 |
Horizon Real Spend 7 | 11.23 | 9.03 |
Horizon Hybrid Real Spend 4 | 8.66 | 8.66 |
Morningstar Ret Inc Long-Range - TDA | 10.25 | 8.60 |
Morningstar Ret Inc Long-Range - BNY | 10.19 | 8.55 |
Source: Morningstar Separate Account/CIT Fund Database
Retirement Income | 5 year gross return | 5 year net return |
---|---|---|
Beacon Dividend Income Composite | 9.88 | 8.42 |
Nuveen-Sector Dividend Preferred | 8.61 | 7.61 |
Texas Retirement Income Strategy | 8.61 | 6.80 |
Horizon Real Spend 7 | 8.59 | 6.51 |
Horizon Real Spend 5 | 8.33 | 6.26 |
Horizon Real Spend 4 | 8.13 | 6.06 |
Advisors Capital Mgt Income w/Growth | 6.63 | 5.17 |
Horizon Real Spend 6 | 7.19 | 5.14 |
Morningstar Ret Inc Long-Range - TDA | 6.15 | 4.92 |
Morningstar Ret Inc Long-Range - BNY | 6.07 | 4.49 |