| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| TCW New America Premier Equities | 39.51 | 38.46 |
| 4Thought Global Thematic Accumulation | 38.69 | 37.41 |
| 361 Large Cap Tax Aware Equity | 32.72 | 31.53 |
| 361 Large Cap Concentrated Equity | 32.28 | 31.52 |
| 361 Large Cap Concentrated Equity – Wrap | 32.70 | 31.18 |
| Wakefield Large Cap Equity | 31.37 | 29.78 |
| Wright Large Cap Core Equity | 29.41 | 28.86 |
| GMO Quality Strategy | 29.46 | 28.79 |
| Wakefield Biblically Responsible Equity | 29.52 | 28.54 |
| Mellon Capital Dynamic U.S. Eq ETF Comp | 28.68 | 28.21 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Mellon Capital Dynamic U.S. Equity Comp | 19.81 | 19.23 |
| NB Nackenson SMA Strategy | 18.24 | 18.24 |
| Wakefield Large Cap Equity | 19.83 | 18.20 |
| Euclid Advisory Large Cap Growth | 19.26 | 17.90 |
| Glenmede Large Cap Equity | 18.34 | 17.47 |
| Piedmont Inv Advisors Market Plus | 17.54 | 17.33 |
| Jacobs Levy Large Cap (S&P 500) | 17.88 | 17.32 |
| Jacobs Levy Core Equity (Russell 3000) | 17.83 | 17.31 |
| Alpha Quant Core Equity | 18.42 | 17.12 |
| NB Multi-Cap Opportunities | 17.16 | 17.11 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| The Boston Opportunistic Investor | 40.91 | 33.44 |
| UBS: Global Sustainable Innovators | 34.18 | 31.48 |
| Zacks Mid-Cap Core Strategy | 31.22 | 30.26 |
| Clark Navigator All Cap Core U.S. Equity | 30.33 | 29.89 |
| PPCM Mid-Cap Eq Comp | 28.06 | 27.43 |
| Horizon Enhanced BRI Composite | 27.98 | 26.42 |
| EARNEST Small/Mid Cap Core | 27.48 | 26.23 |
| EARNEST Md-Cap | 26.16 | 24.91 |
| Federated MDT Mid Cap Growth | 25.71 | 24.67 |
| GlobeFlex U.S. Mid-Cap | 25.42 | 24.56 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Zacks Mid-Cap Core Strategy | 18.13 | 17.26 |
| Boston Partners Mid-Cap Value Equity | 17.59 | 17.18 |
| Clark Navigator All Cap Core U.S. Equity | 17.58 | 17.17 |
| Clarkston Capital SMID Composite | 17.75 | 17.14 |
| Triboro Socially Responsible All Cap | 17.10 | 17.10 |
| Chartwell Mid-Cap Value | 17.89 | 16.96 |
| QMA US Mid Cap Core Equity | 17.39 | 16.76 |
| Scout Mid Cap Equity | 17.56 | 16.65 |
| Leuthold Select Industries | 17.76 | 16.61 |
| Shapiro Capital Mgt Enh Small Cap Value | 18.00 | 16.53 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Bernzott Capital US Small Cap Value | 28.21 | 27.35 |
| Fuller & Thaler Micro-Cap Core | 28.36 | 27.04 |
| Shapiro Capital Mgt Sm-Cap Val | 27.26 | 26.08 |
| ZPR Fundamental Small Cap Value | 27.46 | 25.38 |
| Systematic SMID Cap Free Cash Flow | 25.80 | 24.77 |
| Systematic Small Cap Free Cash Flow | 24.97 | 23.79 |
| EARNEST Small Cap Core | 24.85 | 23.62 |
| Kestrel Inv Mgt Corp. Sm-Cap Val Eq | 24.61 | 23.49 |
| Allianz US Systematic Small Cap | 23.78 | 23.20 |
| Piedmont Optimized SMid Core | 23.51 | 23.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| ZPR Fundamental Small Cap Value | 21.00 | 19.59 |
| 361 U.S. Small Cap Equity | 20.22 | 19.05 |
| Jacobs Levy Small Cap (S&P 600) | 19.98 | 18.99 |
| Wakefield Small Cap Equity | 20.04 | 18.48 |
| Federated MDT Sm-Cap Core | 19.18 | 18.02 |
| Systematic Small Cap Free Cash Flow | 18.99 | 17.86 |
| Affinity Small Cap Equity | 18.69 | 17.83 |
| BMO Disciplined Small-Cap Core | 18.86 | 17.82 |
| Wellington Small Cap Opportunities | 18.83 | 17.78 |
| Orchard Select Small Cap Value | 18.73 | 17.55 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Morgan Stanley Multi Cap Growth | 49.85 | 48.41 |
| Morgan Stanley Growth | 44.97 | 43.94 |
| Elemental Capital Focused Growth | 44.60 | 43.41 |
| Marsico Non-Taxable Select Alpha Growth | 45.42 | 43.07 |
| Advisory Research U.S. All Cap Growth | 42.52 | 41.36 |
| Integre Large Cap Value | 41.42 | 41.24 |
| Baron Large Cap Growth Strategy | 41.80 | 40.89 |
| Mark Focus | 43.42 | 40.19 |
| Advisory Research US Concentrated Growth | 41.31 | 40.13 |
| DSM Large Cap Growth Equity | 39.81 | 39.09 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| LEIA CBI | 21.69 | 21.69 |
| Cookson Peirce All-Cap Equity MA | 21.44 | 20.84 |
| Cognios Quantitative Large Cap Growth | 20.54 | 20.14 |
| Morgan Stanley Growth | 20.91 | 20.01 |
| Advisory Research U.S. Large Cap Growth | 20.48 | 19.98 |
| ClariVest Large Cap Growth | 20.20 | 19.92 |
| T. Rowe Price US Large-Cap Growth Equity | 20.29 | 19.70 |
| Loomis Sayles All Cap Growth | 20.19 | 19.64 |
| Edgewood Mgt Lg-Cap Gr | 20.54 | 19.53 |
| Morgan Stanley Multi Cap Growth | 20.71 | 19.52 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Baron High Growth Strategy | 42.16 | 40.81 |
| Advisory Research U.S. Mid Cap Growth | 40.77 | 39.70 |
| Morgan Stanley Mid-Cap Growth Strategy | 40.54 | 39.44 |
| FIIG Small and Mid Cap Core | 37.46 | 36.47 |
| BlackRock Md-Cap Gr Eq | 36.08 | 35.55 |
| Fiera Mid Cap Growth | 35.93 | 34.65 |
| Kayne Anderson Rudnick Mid Sustain Gr | 34.98 | 34.04 |
| Sandhill Concentrated Equity Alpha | 34.14 | 32.97 |
| AB US SMID Cap Growth | 33.53 | 32.30 |
| Loomis Sayles Small/Mid Cap Growth | 33.20 | 32.11 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Naylor & Company Core Composite | 25.56 | 22.92 |
| BlackRock Md-Cap Gr Eq | 19.60 | 18.76 |
| Cognios Quantitative All Cap Growth | 18.90 | 18.45 |
| ClariVest Mid Cap Growth | 19.21 | 18.33 |
| Sandhill Concentrated Equity Alpha | 19.22 | 18.30 |
| William Blair Small-Mid Cap Growth | 18.49 | 17.38 |
| T. Rowe Price US Mid-Cap Growth Equity | 17.97 | 17.27 |
| Atlanta High Quality Smid Cap | 18.00 | 17.03 |
| Federated Growth Equity Comp | 18.69 | 17.00 |
| Wellington Mid Cap Opportunities | 17.87 | 16.99 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Kayne Anderson Rudnick SC Quality Select | 65.72 | 63.79 |
| Next Century Growth Small Cap Ultra | 44.10 | 43.11 |
| Weatherbie Capital – Spec Gr Eq | 43.06 | 42.34 |
| Granahan Inv Mgt Small Cap Discoveries | 41.86 | 40.77 |
| Granahan SC Advantage | 39.67 | 39.12 |
| Kayne Anderson Rudnick SC Sustain Growth | 38.99 | 37.67 |
| RS Small Cap Growth | 38.72 | 37.40 |
| Timpani Small Cap Growth Equity | 38.20 | 36.92 |
| Wasatch Micro Cap Growth Composite | 38.57 | 36.57 |
| Baron Discovery Strategy | 37.33 | 36.16 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Oberweis Micro-Cap Growth | 22.59 | 21.57 |
| Friess Small Cap Growth | 21.99 | 20.89 |
| Kayne Anderson Rudnick SC Sustain Growth | 21.76 | 20.58 |
| BMO Microcap Equity - Institutional - SA | 21.56 | 20.35 |
| Renaissance Small Cap Growth | 20.95 | 20.30 |
| Rice Hall James Micro Cap Opportunities | 21.00 | 20.02 |
| Granahan Inv Mgt Small Cap Discoveries | 20.44 | 19.86 |
| Brown Capital Small Company Service | 20.41 | 19.32 |
| Granahan Inv Mgt - Sm Cap Focused Grth | 19.65 | 18.90 |
| Cadence Capital Mgt Emerging Companies | 20.30 | 18.85 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| PIMCO StocksPLUS Long Duration | 33.27 | 32.62 |
| RCM Focus 10 | 29.92 | 28.63 |
| L&S Income Equity | 29.23 | 28.31 |
| RCM Focus 20 | 28.72 | 27.52 |
| Cornerstone Concentrated 30 | 26.80 | 25.87 |
| O'Shaughnessy Market Leaders Core | 25.38 | 24.84 |
| AJO Top Cap | 24.40 | 24.06 |
| Commerce Midcap Growth Composite | 24.88 | 23.96 |
| AJO Large Cap | 23.89 | 23.67 |
| Glenmede Women In Leadership | 24.34 | 23.43 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO StocksPLUS Long Duration | 20.37 | 19.79 |
| Alpha Quant Value Equity | 19.94 | 18.63 |
| Conning High Dividend Equity | 18.45 | 17.99 |
| WEDGE Large Cap Value | 18.57 | 17.71 |
| Lyrical U.S. Value Equity – EQ | 19.30 | 17.52 |
| Queens Oak Concentrated Large Cap Value | 18.46 | 17.47 |
| Large Cap Value | 17.94 | 17.27 |
| Numeric Investors Large Core | 17.67 | 17.06 |
| Numeric Investors Core Numeric | 17.60 | 16.73 |
| O'Shaughnessy Market Leaders Core | 17.39 | 16.70 |
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 | 32.97 | 32.63 |
| Allianz Mid Cap Value 100 | 28.00 | 26.94 |
| Donald Smith & Co. All Eq Accounts Comp | 26.95 | 26.36 |
| Donald Smith & Co. Lg-Cap Cncntrd Val Eq | 24.26 | 23.67 |
| Affinity Midcap Equity | 23.53 | 22.80 |
| AJO Large Cap - Dynamic 115/15 | 21.36 | 21.05 |
| Smith Graham Mid-Cap Value | 21.68 | 20.79 |
| MAP US Multi-Cap Value Composite | 21.94 | 20.76 |
| AJO Managed Volatility | 20.25 | 20.10 |
| TCW Relative Value Mid Cap | 20.97 | 20.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 5 year gross return | 5 year net return |
|---|---|---|
| Smith Graham Mid-Cap Value | 19.76 | 18.87 |
| Donald Smith & Co. Lg-Cap Cncntrd Val Eq | 18.46 | 17.88 |
| Brandywine Div Mid Cap Dedicated Val | 18.50 | 17.63 |
| Martingale MidCap Core | 18.43 | 17.62 |
| Smith Graham SMID (Small/Mid) Cap Value | 18.27 | 17.41 |
| Pzena Mid-Cap Focused Value | 17.74 | 17.01 |
| New Amsterdam Mid Cap Val Social Actv Eq | 16.87 | 16.87 |
| Denali Network Value Mid | 17.17 | 16.75 |
| Kennedy All Cap Value | 17.51 | 16.72 |
| Clifford Capital All-Cap Value | 17.47 | 16.67 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| Perritt Ultra MicroCap Strategy | 24.13 | 22.61 |
| Donald Smith & Co. Sm-Cap Val Eq | 21.48 | 20.71 |
| InView Domestic (US) Small Value Port | 19.07 | 18.43 |
| TCW Relative Value Small Cap | 19.00 | 17.99 |
| Walthausen & Co Select Value Composite | 18.24 | 17.67 |
| ZPR Volume Momentum | 19.64 | 17.62 |
| CornerCap Fundametrics SMID Cap Equity | 18.00 | 16.84 |
| Brandywine Small Mid Cap Val Eq | 17.73 | 16.69 |
| GAMCO Small Cap Value | 17.01 | 15.89 |
| DGHM Micro Cap | 16.92 | 15.55 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Towle & Co. Deep Value | 20.54 | 19.69 |
| O'Shaughnessy Micro Cap | 20.45 | 19.19 |
| ZPR Volume Momentum | 19.50 | 17.51 |
| Federated MDT Sm-Cap Val | 18.27 | 17.10 |
| Hotchkis & Wiley -Small Cap Divsfd Value | 18.02 | 17.08 |
| Jacobs Levy Sm Cap Val (R 2500 Val) | 17.90 | 16.98 |
| Perritt Ultra MicroCap Strategy | 18.41 | 16.95 |
| Foundry Partners Micro Cap Value | 17.96 | 16.88 |
| DGHM Micro Cap | 18.07 | 16.67 |
| LSV Asset Mgt Small/Mid Cap Val Eq (US) | 17.44 | 16.63 |
Source: Morningstar Separate Account/CIT Fund Database
| Bear Market | 1 year gross return | 1 year net return |
|---|---|---|
| Triboro Alternative | 5.82 | 5.82 |
| Federated Alternative Bear Equity Comp | -14.25 | -15.54 |
Source: Morningstar Separate Account/CIT Fund Database
| Bear Market | 5 year gross return | 5 year net return |
|---|---|---|
| Federated Alternative Bear Equity Comp | -13.96 | -15.26 |
| Triboro Alternative | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Financial | 1 year gross return | 1 year net return |
|---|---|---|
| ZPR Volume Value | 18.15 | 16.25 |
| ZPR Volume Winners | 15.28 | 13.45 |
| McKinley Capital Business Development Co | 1.48 | 0.37 |
| Confluence BDC-Wrap | 0.88 | -0.56 |
| Advisory Research BDC | -2.40 | -3.34 |
Source: Morningstar Separate Account/CIT Fund Database
| Financial | 5 year gross return | 5 year net return |
|---|---|---|
| ZPR Volume Value | 25.07 | 23.03 |
| ZPR Volume Winners | 20.91 | 18.95 |
| 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 |
|---|---|---|
| Nicholas Inv-Healthcare Opportunities | 40.08 | 38.68 |
| Kopp AccruHealth | 25.73 | 24.14 |
| Financial Trust Health Value | 16.58 | 15.13 |
| Janus Henderson Gbl Life Sciences ADR MA | 18.36 | 14.94 |
Source: Morningstar Separate Account/CIT Fund Database
| Health | 5 year gross return | 5 year net return |
|---|---|---|
| Financial Trust Health Value | 19.06 | 17.59 |
| Kopp AccruHealth | 18.55 | 17.17 |
| Janus Henderson Gbl Life Sciences ADR MA | 17.30 | 13.90 |
| 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 |
|---|---|---|
| GMO Resources Strategy | 29.20 | 28.35 |
| KBIGI Global Resource Solution | 26.45 | 25.40 |
| Investec Global Natural Res Composite | 16.22 | 15.33 |
| Wellington Global Natural Resources | 15.99 | 14.85 |
| Boston Global Natural Resources Equity | 15.23 | 14.33 |
| Cohen & Steers Natural Resources | 12.94 | 12.21 |
| Signia Concentrated Value Equity | 10.38 | 9.55 |
| Jennison Global Natural Resources | 6.37 | 5.95 |
| Financial Trust Global Resources | 6.77 | 5.44 |
| SailingStone Global Natural Resources | -1.55 | -2.17 |
Source: Morningstar Separate Account/CIT Fund Database
| Natural Resources | 5 year gross return | 5 year net return |
|---|---|---|
| GMO Resources Strategy | 5.41 | 4.70 |
| Boston Global Natural Resources Equity | 4.21 | 3.39 |
| Financial Trust Global Resources | 1.62 | 0.37 |
| Wellington Global Natural Resources | 1.22 | 0.22 |
| Investec Global Natural Res Composite | 0.47 | -0.33 |
| Jennison Global Natural Resources | -1.46 | -1.83 |
| SailingStone Global Natural Resources | -5.23 | -5.93 |
| KBIGI Global Resource Solution | 0.00 | 0.00 |
| Cohen & Steers Natural Resources | 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 | 10.87 | 9.83 |
Source: Morningstar Separate Account/CIT Fund Database
| Equity Precious Metals | 5 year gross return | 5 year net return |
|---|---|---|
| WellsCap Precious Metals | -9.65 | -10.52 |
Source: Morningstar Separate Account/CIT Fund Database
| Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| CBRE Clarion International Real Estate | 21.37 | 20.42 |
| Ranger Global Real Estate | 18.90 | 17.97 |
| Neuberger Berman REIT | 12.77 | 11.92 |
| Cohen & Steers Realty Focus | 12.62 | 11.71 |
| PGI Real Estate Equity Securities | 9.98 | 9.38 |
| Adelante Core Plus Strategy Composite | 9.29 | 9.29 |
| Invesco US REITs | 9.79 | 8.97 |
| WellsCap PMV Equity REIT | 9.40 | 8.59 |
| Neuberger Berman REIT SMA | 11.72 | 8.44 |
| Chilton Capital REIT | 8.49 | 7.52 |
Source: Morningstar Separate Account/CIT Fund Database
| Real Estate | 5 year gross return | 5 year net return |
|---|---|---|
| Cohen & Steers Realty Focus | 15.06 | 14.06 |
| Chilton Capital REIT | 12.17 | 11.21 |
| PGI Real Estate Equity Securities | 11.61 | 11.00 |
| Heitman US Focused Wilshire | 11.53 | 10.79 |
| Heitman US Diversified Wilshire | 11.25 | 10.76 |
| CenterSquare REIT Separate Account | 11.07 | 10.52 |
| Cohen & Steers Realty Total Return | 10.84 | 9.92 |
| Wellington Real Estate Securities | 10.67 | 9.86 |
| Adelante Total Return Strategy Composite | 10.25 | 9.84 |
| Cornerstone U.S. REIT Total Return | 10.35 | 9.79 |
Source: Morningstar Separate Account/CIT Fund Database
| Technology | 1 year gross return | 1 year net return |
|---|---|---|
| Zevenbergen Z/Tech | 52.50 | 51.23 |
| RS Technology Composite | 46.71 | 45.25 |
| Allianz Global Technology Equity | 46.04 | 44.65 |
| Wellington Global Technology | 43.54 | 42.48 |
| MFS Technology Equity | 40.20 | 39.19 |
| Wellington Global Technology Opps | 39.21 | 38.14 |
| Crabtree Multi-Cap Technology | 34.09 | 33.23 |
| TCW Global Technology | 34.18 | 32.84 |
| Oak Associates Technology Portfolio | 31.11 | 29.49 |
Source: Morningstar Separate Account/CIT Fund Database
| Technology | 5 year gross return | 5 year net return |
|---|---|---|
| Zevenbergen Z/Tech | 28.57 | 27.42 |
| Wellington Global Technology Opps | 23.64 | 22.72 |
| RS Technology Composite | 23.48 | 22.29 |
| Wellington Global Technology | 22.13 | 21.23 |
| Allianz Global Technology Equity | 22.28 | 21.16 |
| Oak Associates Technology Portfolio | 21.65 | 20.87 |
| MFS Technology Equity | 21.31 | 20.40 |
| Crabtree Multi-Cap Technology | 20.57 | 19.76 |
| TCW Global Technology | 17.23 | 16.05 |
Source: Morningstar Separate Account/CIT Fund Database
| Utilities | 1 year gross return | 1 year net return |
|---|---|---|
| Wellington Enduring Assets | 18.82 | 17.96 |
| MFS Utilities Equity | 15.77 | 15.02 |
| Miller/Howard – Utilities Plus | 10.83 | 9.74 |
Source: Morningstar Separate Account/CIT Fund Database
| Utilities | 5 year gross return | 5 year net return |
|---|---|---|
| Miller/Howard – Utilities Plus | 13.57 | 12.45 |
| Wellington Enduring Assets | 9.61 | 8.73 |
| MFS Utilities Equity | 9.12 | 8.42 |
Source: Morningstar Separate Account/CIT Fund Database
| Equity Energy | 1 year gross return | 1 year net return |
|---|---|---|
| Miller/Howard Drill Bit Burn Tipˆ® | -0.06 | -1.05 |
| Miller/Howard Drill Bit Burn Tipˆ® No K1s | -0.19 | -1.18 |
| Wellington Energy | -1.15 | -2.14 |
| Drill Bit to Burner Tipˆ® SMA | 0.03 | -2.93 |
| Drill Bit to Burner Tipˆ® No K1s SMA | -0.20 | -3.15 |
| Harvest Energy MLP Alpha Concentrated | -3.50 | -4.32 |
| Tortoise Select Energy Opportunity | -3.98 | -4.81 |
| Harvest Energy Infrastructure | -77.14 | -5.98 |
| Baron Energy and Resources Strategy | -7.67 | -8.29 |
| Miller/Howard E&P Institutional Strategy | -10.69 | -11.59 |
Source: Morningstar Separate Account/CIT Fund Database
| Equity Energy | 5 year gross return | 5 year net return |
|---|---|---|
| Miller/Howard Drill Bit Burn Tipˆ® | 7.12 | 6.06 |
| Tortoise Select Energy Opportunity | 6.00 | 4.98 |
| Drill Bit to Burner Tipˆ® SMA | 7.13 | 3.98 |
| Wellington Energy | 3.17 | 2.14 |
| Baron Energy and Resources Strategy | -1.48 | -2.02 |
| Miller/Howard E&P Institutional Strategy | -1.78 | -2.76 |
| Orleans Energy Opportunities | -3.56 | -4.52 |
| Miller/Howard Drill Bit Burn Tipˆ® No K1s | 0.00 | 0.00 |
| Drill Bit to Burner Tipˆ® No K1s SMA | 0.00 | 0.00 |
| Harvest Energy MLP Alpha Concentrated | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Aggressive Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| ValueWorks Cap App | 24.69 | 23.27 |
| CLS American Funds Agg Growth 85 | 23.30 | 23.01 |
| Horizon Hybrid Focused | 22.36 | 22.36 |
| WSTCM International Select Risk-Managed | 22.74 | 21.85 |
| Atalanta Sosnoff Balanced | 20.38 | 19.78 |
| Taxable Frontier Asset Mgmt LT Growth | 20.26 | 19.67 |
| Horizon Hybrid Growth | 19.58 | 19.58 |
| Northern Trust NFP Growth Mod Inc Blend | 19.82 | 19.52 |
| Washington Crossing Conquest Aggressive | 20.36 | 19.44 |
| Frontier Asset Mgmt Long-Term Growth | 19.90 | 19.31 |
Source: Morningstar Separate Account/CIT Fund Database
| Aggressive Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Niemann Risk Managed US Equity | 15.90 | 13.72 |
| Clark Navigator MultiStrategy 75-25 | 13.19 | 12.79 |
| ValueWorks Cap App | 13.49 | 12.12 |
| CLS American Funds Agg Growth 85 | 12.27 | 11.99 |
| Eads & Heald Wealth Counsel Bal | 12.45 | 11.52 |
| Dean Inv Multi-Cap 80 | 12.31 | 11.51 |
| Golub Group Equity Income | 12.51 | 11.32 |
| Atalanta Sosnoff Balanced | 11.99 | 11.16 |
| Horizon Hybrid Focused | 11.12 | 11.12 |
| Palouse Capital Diversified Income Strat | 11.49 | 11.04 |
Source: Morningstar Separate Account/CIT Fund Database
| Bank Loan | 1 year gross return | 1 year net return |
|---|---|---|
| DDJ Bank Loan Strategy | 9.81 | 9.23 |
| Octagon Senior Secured Credit | 6.66 | 5.95 |
| Loomis Sayles Sr Floating Rate and FI | 5.95 | 5.43 |
| Eaton Vance Mgt Senior Secured Floating | 5.32 | 4.83 |
| Prudential US Senior Secured Loans | 5.34 | 4.76 |
| OFI Global Senior Loans | 4.89 | 4.39 |
| Ares Institutional Loan Fund L.P. | 5.26 | 4.38 |
| Columbia Bank Loan Strategy | 4.99 | 4.32 |
| Penn Capital Def Floating Rate Inc | 4.47 | 4.19 |
| Lord Abbett & Co. Bank Loan | 4.66 | 4.06 |
Source: Morningstar Separate Account/CIT Fund Database
| Bank Loan | 5 year gross return | 5 year net return |
|---|---|---|
| Octagon Senior Secured Credit | 5.93 | 5.24 |
| Invesco Euro Bank Loans Euro Composite | 5.77 | 5.24 |
| Loomis Sayles Sr Floating Rate and FI | 5.66 | 5.14 |
| OFI Global Senior Loans | 5.33 | 4.82 |
| ICM Senior Loan Fund (ICM SLF) | 5.12 | 4.37 |
| Columbia Bank Loan Strategy | 4.93 | 4.31 |
| Prudential US Senior Secured Loans | 4.88 | 4.30 |
| Eaton Vance Mgt Senior Secured Floating | 4.71 | 4.22 |
| Lord Abbett & Co. Bank Loan | 4.95 | 4.20 |
| Invesco Zodiac US Senior Loan Composite | 4.69 | 4.15 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| Perritt Ultra MicroCap Strategy | 24.13 | 22.61 |
| Donald Smith & Co. Sm-Cap Val Eq | 21.48 | 20.71 |
| InView Domestic (US) Small Value Port | 19.07 | 18.43 |
| TCW Relative Value Small Cap | 19.00 | 17.99 |
| Walthausen & Co Select Value Composite | 18.24 | 17.67 |
| ZPR Volume Momentum | 19.64 | 17.62 |
| CornerCap Fundametrics SMID Cap Equity | 18.00 | 16.84 |
| Brandywine Small Mid Cap Val Eq | 17.73 | 16.69 |
| GAMCO Small Cap Value | 17.01 | 15.89 |
| DGHM Micro Cap | 16.92 | 15.55 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Towle & Co. Deep Value | 20.54 | 19.69 |
| O'Shaughnessy Micro Cap | 20.45 | 19.19 |
| ZPR Volume Momentum | 19.50 | 17.51 |
| Federated MDT Sm-Cap Val | 18.27 | 17.10 |
| Hotchkis & Wiley -Small Cap Divsfd Value | 18.02 | 17.08 |
| Jacobs Levy Sm Cap Val (R 2500 Val) | 17.90 | 16.98 |
| Perritt Ultra MicroCap Strategy | 18.41 | 16.95 |
| Foundry Partners Micro Cap Value | 17.96 | 16.88 |
| DGHM Micro Cap | 18.07 | 16.67 |
| LSV Asset Mgt Small/Mid Cap Val Eq (US) | 17.44 | 16.63 |
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 | 32.97 | 32.63 |
| Allianz Mid Cap Value 100 | 28.00 | 26.94 |
| Donald Smith & Co. All Eq Accounts Comp | 26.95 | 26.36 |
| Donald Smith & Co. Lg-Cap Cncntrd Val Eq | 24.26 | 23.67 |
| Affinity Midcap Equity | 23.53 | 22.80 |
| AJO Large Cap - Dynamic 115/15 | 21.36 | 21.05 |
| Smith Graham Mid-Cap Value | 21.68 | 20.79 |
| MAP US Multi-Cap Value Composite | 21.94 | 20.76 |
| AJO Managed Volatility | 20.25 | 20.10 |
| TCW Relative Value Mid Cap | 20.97 | 20.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 5 year gross return | 5 year net return |
|---|---|---|
| Smith Graham Mid-Cap Value | 19.76 | 18.87 |
| Donald Smith & Co. Lg-Cap Cncntrd Val Eq | 18.46 | 17.88 |
| Brandywine Div Mid Cap Dedicated Val | 18.50 | 17.63 |
| Martingale MidCap Core | 18.43 | 17.62 |
| Smith Graham SMID (Small/Mid) Cap Value | 18.27 | 17.41 |
| Pzena Mid-Cap Focused Value | 17.74 | 17.01 |
| New Amsterdam Mid Cap Val Social Actv Eq | 16.87 | 16.87 |
| Denali Network Value Mid | 17.17 | 16.75 |
| Kennedy All Cap Value | 17.51 | 16.72 |
| Clifford Capital All-Cap Value | 17.47 | 16.67 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| PIMCO StocksPLUS Long Duration | 33.27 | 32.62 |
| RCM Focus 10 | 29.92 | 28.63 |
| L&S Income Equity | 29.23 | 28.31 |
| RCM Focus 20 | 28.72 | 27.52 |
| Cornerstone Concentrated 30 | 26.80 | 25.87 |
| O'Shaughnessy Market Leaders Core | 25.38 | 24.84 |
| AJO Top Cap | 24.40 | 24.06 |
| Commerce Midcap Growth Composite | 24.88 | 23.96 |
| AJO Large Cap | 23.89 | 23.67 |
| Glenmede Women In Leadership | 24.34 | 23.43 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO StocksPLUS Long Duration | 20.37 | 19.79 |
| Alpha Quant Value Equity | 19.94 | 18.63 |
| Conning High Dividend Equity | 18.45 | 17.99 |
| WEDGE Large Cap Value | 18.57 | 17.71 |
| Lyrical U.S. Value Equity – EQ | 19.30 | 17.52 |
| Queens Oak Concentrated Large Cap Value | 18.46 | 17.47 |
| Large Cap Value | 17.94 | 17.27 |
| Numeric Investors Large Core | 17.67 | 17.06 |
| Numeric Investors Core Numeric | 17.60 | 16.73 |
| O'Shaughnessy Market Leaders Core | 17.39 | 16.70 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Kayne Anderson Rudnick SC Quality Select | 65.72 | 63.79 |
| Next Century Growth Small Cap Ultra | 44.10 | 43.11 |
| Weatherbie Capital – Spec Gr Eq | 43.06 | 42.34 |
| Granahan Inv Mgt Small Cap Discoveries | 41.86 | 40.77 |
| Granahan SC Advantage | 39.67 | 39.12 |
| Kayne Anderson Rudnick SC Sustain Growth | 38.99 | 37.67 |
| RS Small Cap Growth | 38.72 | 37.40 |
| Timpani Small Cap Growth Equity | 38.20 | 36.92 |
| Wasatch Micro Cap Growth Composite | 38.57 | 36.57 |
| Baron Discovery Strategy | 37.33 | 36.16 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Oberweis Micro-Cap Growth | 22.59 | 21.57 |
| Friess Small Cap Growth | 21.99 | 20.89 |
| Kayne Anderson Rudnick SC Sustain Growth | 21.76 | 20.58 |
| BMO Microcap Equity - Institutional - SA | 21.56 | 20.35 |
| Renaissance Small Cap Growth | 20.95 | 20.30 |
| Rice Hall James Micro Cap Opportunities | 21.00 | 20.02 |
| Granahan Inv Mgt Small Cap Discoveries | 20.44 | 19.86 |
| Brown Capital Small Company Service | 20.41 | 19.32 |
| Granahan Inv Mgt - Sm Cap Focused Grth | 19.65 | 18.90 |
| Cadence Capital Mgt Emerging Companies | 20.30 | 18.85 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Baron High Growth Strategy | 42.16 | 40.81 |
| Advisory Research U.S. Mid Cap Growth | 40.77 | 39.70 |
| Morgan Stanley Mid-Cap Growth Strategy | 40.54 | 39.44 |
| FIIG Small and Mid Cap Core | 37.46 | 36.47 |
| BlackRock Md-Cap Gr Eq | 36.08 | 35.55 |
| Fiera Mid Cap Growth | 35.93 | 34.65 |
| Kayne Anderson Rudnick Mid Sustain Gr | 34.98 | 34.04 |
| Sandhill Concentrated Equity Alpha | 34.14 | 32.97 |
| AB US SMID Cap Growth | 33.53 | 32.30 |
| Loomis Sayles Small/Mid Cap Growth | 33.20 | 32.11 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Naylor & Company Core Composite | 25.56 | 22.92 |
| BlackRock Md-Cap Gr Eq | 19.60 | 18.76 |
| Cognios Quantitative All Cap Growth | 18.90 | 18.45 |
| ClariVest Mid Cap Growth | 19.21 | 18.33 |
| Sandhill Concentrated Equity Alpha | 19.22 | 18.30 |
| William Blair Small-Mid Cap Growth | 18.49 | 17.38 |
| T. Rowe Price US Mid-Cap Growth Equity | 17.97 | 17.27 |
| Atlanta High Quality Smid Cap | 18.00 | 17.03 |
| Federated Growth Equity Comp | 18.69 | 17.00 |
| Wellington Mid Cap Opportunities | 17.87 | 16.99 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Morgan Stanley Multi Cap Growth | 49.85 | 48.41 |
| Morgan Stanley Growth | 44.97 | 43.94 |
| Elemental Capital Focused Growth | 44.60 | 43.41 |
| Marsico Non-Taxable Select Alpha Growth | 45.42 | 43.07 |
| Advisory Research U.S. All Cap Growth | 42.52 | 41.36 |
| Integre Large Cap Value | 41.42 | 41.24 |
| Baron Large Cap Growth Strategy | 41.80 | 40.89 |
| Mark Focus | 43.42 | 40.19 |
| Advisory Research US Concentrated Growth | 41.31 | 40.13 |
| DSM Large Cap Growth Equity | 39.81 | 39.09 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| LEIA CBI | 21.69 | 21.69 |
| Cookson Peirce All-Cap Equity MA | 21.44 | 20.84 |
| Cognios Quantitative Large Cap Growth | 20.54 | 20.14 |
| Morgan Stanley Growth | 20.91 | 20.01 |
| Advisory Research U.S. Large Cap Growth | 20.48 | 19.98 |
| ClariVest Large Cap Growth | 20.20 | 19.92 |
| T. Rowe Price US Large-Cap Growth Equity | 20.29 | 19.70 |
| Loomis Sayles All Cap Growth | 20.19 | 19.64 |
| Edgewood Mgt Lg-Cap Gr | 20.54 | 19.53 |
| Morgan Stanley Multi Cap Growth | 20.71 | 19.52 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Bernzott Capital US Small Cap Value | 28.21 | 27.35 |
| Fuller & Thaler Micro-Cap Core | 28.36 | 27.04 |
| Shapiro Capital Mgt Sm-Cap Val | 27.26 | 26.08 |
| ZPR Fundamental Small Cap Value | 27.46 | 25.38 |
| Systematic SMID Cap Free Cash Flow | 25.80 | 24.77 |
| Systematic Small Cap Free Cash Flow | 24.97 | 23.79 |
| EARNEST Small Cap Core | 24.85 | 23.62 |
| Kestrel Inv Mgt Corp. Sm-Cap Val Eq | 24.61 | 23.49 |
| Allianz US Systematic Small Cap | 23.78 | 23.20 |
| Piedmont Optimized SMid Core | 23.51 | 23.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| ZPR Fundamental Small Cap Value | 21.00 | 19.59 |
| 361 U.S. Small Cap Equity | 20.22 | 19.05 |
| Jacobs Levy Small Cap (S&P 600) | 19.98 | 18.99 |
| Wakefield Small Cap Equity | 20.04 | 18.48 |
| Federated MDT Sm-Cap Core | 19.18 | 18.02 |
| Systematic Small Cap Free Cash Flow | 18.99 | 17.86 |
| Affinity Small Cap Equity | 18.69 | 17.83 |
| BMO Disciplined Small-Cap Core | 18.86 | 17.82 |
| Wellington Small Cap Opportunities | 18.83 | 17.78 |
| Orchard Select Small Cap Value | 18.73 | 17.55 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| The Boston Opportunistic Investor | 40.91 | 33.44 |
| UBS: Global Sustainable Innovators | 34.18 | 31.48 |
| Zacks Mid-Cap Core Strategy | 31.22 | 30.26 |
| Clark Navigator All Cap Core U.S. Equity | 30.33 | 29.89 |
| PPCM Mid-Cap Eq Comp | 28.06 | 27.43 |
| Horizon Enhanced BRI Composite | 27.98 | 26.42 |
| EARNEST Small/Mid Cap Core | 27.48 | 26.23 |
| EARNEST Md-Cap | 26.16 | 24.91 |
| Federated MDT Mid Cap Growth | 25.71 | 24.67 |
| GlobeFlex U.S. Mid-Cap | 25.42 | 24.56 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Zacks Mid-Cap Core Strategy | 18.13 | 17.26 |
| Boston Partners Mid-Cap Value Equity | 17.59 | 17.18 |
| Clark Navigator All Cap Core U.S. Equity | 17.58 | 17.17 |
| Clarkston Capital SMID Composite | 17.75 | 17.14 |
| Triboro Socially Responsible All Cap | 17.10 | 17.10 |
| Chartwell Mid-Cap Value | 17.89 | 16.96 |
| QMA US Mid Cap Core Equity | 17.39 | 16.76 |
| Scout Mid Cap Equity | 17.56 | 16.65 |
| Leuthold Select Industries | 17.76 | 16.61 |
| Shapiro Capital Mgt Enh Small Cap Value | 18.00 | 16.53 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| TCW New America Premier Equities | 39.51 | 38.46 |
| 4Thought Global Thematic Accumulation | 38.69 | 37.41 |
| 361 Large Cap Tax Aware Equity | 32.72 | 31.53 |
| 361 Large Cap Concentrated Equity | 32.28 | 31.52 |
| 361 Large Cap Concentrated Equity – Wrap | 32.70 | 31.18 |
| Wakefield Large Cap Equity | 31.37 | 29.78 |
| Wright Large Cap Core Equity | 29.41 | 28.86 |
| GMO Quality Strategy | 29.46 | 28.79 |
| Wakefield Biblically Responsible Equity | 29.52 | 28.54 |
| Mellon Capital Dynamic U.S. Eq ETF Comp | 28.68 | 28.21 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Mellon Capital Dynamic U.S. Equity Comp | 19.81 | 19.23 |
| NB Nackenson SMA Strategy | 18.24 | 18.24 |
| Wakefield Large Cap Equity | 19.83 | 18.20 |
| Euclid Advisory Large Cap Growth | 19.26 | 17.90 |
| Glenmede Large Cap Equity | 18.34 | 17.47 |
| Piedmont Inv Advisors Market Plus | 17.54 | 17.33 |
| Jacobs Levy Large Cap (S&P 500) | 17.88 | 17.32 |
| Jacobs Levy Core Equity (Russell 3000) | 17.83 | 17.31 |
| Alpha Quant Core Equity | 18.42 | 17.12 |
| NB Multi-Cap Opportunities | 17.16 | 17.11 |
Source: Morningstar Separate Account/CIT Fund Database
| Long/Short Equity | 1 year gross return | 1 year net return |
|---|---|---|
| Epoch Global Absolute Return | 28.24 | 26.91 |
| BP Emerging Markets L/S Equity | 27.89 | 25.81 |
| TAMP US Tactical ETF L/S - PULSE | 25.74 | 25.74 |
| BlackRock Alpha Advantage 500 Composite | 24.44 | 24.44 |
| QMA US Core Equity Extended | 23.49 | 22.71 |
| Horizon Focused ETF with Risk Assist | 22.17 | 19.91 |
| PVG Dynamic Core ETF | 20.76 | 19.57 |
| Horizon Growth ETF with Risk Assist | 19.60 | 17.41 |
| WellsCap Analytic Global Long/Short Eq | 17.21 | 16.44 |
| Atlas 100/30 Long Short | 17.04 | 15.74 |
Source: Morningstar Separate Account/CIT Fund Database
| Long/Short Equity | 5 year gross return | 5 year net return |
|---|---|---|
| QMA US Core Equity Extended | 18.85 | 18.08 |
| BlackRock Alpha Advantage 500 Composite | 16.92 | 16.92 |
| TAMP US Tactical ETF L/S - PULSE | 15.84 | 15.34 |
| Confluence IDEA - Plus | 14.11 | 12.38 |
| WellsCap Analytic Global Long/Short Eq | 12.78 | 12.23 |
| Atlas 100/30 Long Short | 11.18 | 10.25 |
| Calamos Phineus Long/Short Composite | 11.34 | 9.79 |
| Epoch Global Absolute Return | 10.22 | 8.87 |
| Horizon Focused ETF with Risk Assist | 10.77 | 8.62 |
| PIMCO Long/Short Strategy | 10.03 | 8.40 |
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) | 31.20 | 30.24 |
| Lazard Global 130/30 | 27.39 | 26.31 |
| Martingale 130/30 LargeCap Growth | 26.56 | 25.63 |
| PVG Global Macro Portfolio | 25.67 | 24.12 |
| Cornerstone US Equity Opportunities | 24.51 | 23.78 |
| Cornerstone International Opportunities | 24.51 | 23.63 |
| Large Cap Core 130/30 | 22.93 | 23.59 |
| Chicago Equity Large Cap 130/30 | 24.25 | 23.49 |
| AQR Capital US Relaxed Constraint 40 | 23.86 | 23.13 |
| Martingale 130/30 LargeCap Core 500 | 22.80 | 21.89 |
Source: Morningstar Separate Account/CIT Fund Database
| Leveraged Net Long | 5 year gross return | 5 year net return |
|---|---|---|
| Numeric Investors Amplified Core 130/30 | 21.03 | 19.88 |
| Cornerstone US Equity Opportunities | 19.73 | 19.02 |
| AQR Capital US Relaxed Constraint 40 | 19.53 | 18.83 |
| Martingale 130/30 LargeCap Growth | 19.57 | 18.69 |
| Martingale Low Volatility Long/Short | 18.91 | 18.03 |
| Martingale 130/30 LargeCap Core 500 | 18.63 | 17.76 |
| Glenmede Large Cap 130/30 | 18.49 | 17.62 |
| UBS: US Equity Opportunity Unconstrained | 17.17 | 17.03 |
| LA Capital U.S. Large Cap Active Exten | 17.20 | 16.78 |
| Large Cap Core 130/30 | 17.10 | 16.49 |
Source: Morningstar Separate Account/CIT Fund Database
| Market Neutral | 1 year gross return | 1 year net return |
|---|---|---|
| Cognios Enhanced Market Neutral | 21.88 | 20.73 |
| Copeland Risk Managed Dividend Growth | 19.87 | 18.57 |
| Swan Defined Risk Strategy | 11.30 | 10.81 |
| Constantia Merger-Arbitrage | 7.28 | 6.66 |
| Research Market Neutral | 6.71 | 5.65 |
| Cognios Market Neutral Large Cap Value | 7.04 | 5.43 |
| PSI Managed Volatility | 6.46 | 5.41 |
| SSI Convertible Income | 5.96 | 4.96 |
| GAM Absolute Return Bond Strategy | 4.54 | 3.97 |
| Convergence Market Neutral | 5.02 | 3.94 |
Source: Morningstar Separate Account/CIT Fund Database
| Market Neutral | 5 year gross return | 5 year net return |
|---|---|---|
| Copeland Risk Managed Dividend Growth | 12.25 | 11.11 |
| Swan Defined Risk Strategy | 8.04 | 7.52 |
| Constantia Merger-Arbitrage | 6.38 | 5.84 |
| Cognios Market Neutral Large Cap Value | 6.21 | 4.70 |
| Invesco US Market Neutral Equity | 4.04 | 3.99 |
| SSI Convertible Income | 3.46 | 2.46 |
| Martingale Equity Market Neutral | 3.16 | 2.13 |
| Numeric Investors US Market Neutral | 2.43 | 1.42 |
| American Century US Discp Eq Mkt Neutral | 2.73 | 1.23 |
| Research Market Neutral | 2.02 | 0.99 |
Source: Morningstar Separate Account/CIT Fund Database
| World Stock | 1 year gross return | 1 year net return |
|---|---|---|
| Baillie Gifford Long Term Global Growth | 55.14 | 54.08 |
| Morgan Stanley Global Opportunity | 50.99 | 49.61 |
| DSM Global Focus Equity | 49.28 | 47.87 |
| DSM Global Growth Equity | 47.44 | 46.25 |
| Jennison Global Equity Opportunities | 44.77 | 43.69 |
| Marsico Non-Taxable Global Growth | 41.32 | 40.04 |
| Sands Global Growth Eqty | 40.03 | 38.89 |
| Baird Chautauqua Global Growth Equity | 38.98 | 37.64 |
| Johnston Asset Mgt Corp. Global Equity | 38.56 | 37.61 |
| OFI Global Gbl Equity | 37.63 | 36.82 |
Source: Morningstar Separate Account/CIT Fund Database
| World Stock | 5 year gross return | 5 year net return |
|---|---|---|
| Morgan Stanley Global Opportunity | 23.41 | 21.94 |
| Baillie Gifford Long Term Global Growth | 19.59 | 18.75 |
| Morgan Stanley Global Discovery | 19.25 | 17.51 |
| DSM Global Focus Equity | 18.19 | 17.03 |
| DSM Global Growth Equity | 17.77 | 16.66 |
| T. Rowe Price Glb Focused Growth Equity | 17.28 | 16.55 |
| Jennison Global Equity Opportunities | 17.09 | 16.21 |
| Johnston Asset Mgt Corp. Global Equity | 16.08 | 15.25 |
| Navellier International Select | 17.21 | 15.15 |
| Wellington Global Growth | 15.99 | 15.13 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Acadian ACW ex-U.S. Equity Composite | 35.72 | 34.74 |
| Causeway International Opportunities | 31.82 | 31.34 |
| Columbia International Equity | 32.36 | 31.34 |
| Metis International Equity | 30.27 | 29.34 |
| Causeway International Value Select | 29.55 | 29.08 |
| Neosho International All Cap Value | 29.89 | 28.75 |
| Denali Network Value International | 28.78 | 28.48 |
| Causeway Simulated Intl Val ADR Model | 28.94 | 28.39 |
| Pictet EAFE Equity | 28.84 | 28.21 |
| Causeway Capital Mgt Intl Val Eq | 28.55 | 28.03 |
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 | 14.85 | 14.43 |
| Wellington Intl Contrarian Value | 14.84 | 13.88 |
| BHMS Global Value Equity | 12.30 | 11.94 |
| RBC International Equity Fund | 12.36 | 11.30 |
| Systematic International Equity | 11.83 | 10.85 |
| Cornerstone Systematic Intl Equity | 11.21 | 10.66 |
| ClariVest International Core | 11.35 | 10.46 |
| Pzena International Focused Value | 10.70 | 10.04 |
| Acadian ACW ex-U.S. Equity Composite | 10.82 | 10.00 |
| Columbia International Equity | 10.72 | 9.84 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| WellsCap International Equity CEF | 36.32 | 35.20 |
| Shelton International Select Equity | 36.22 | 35.06 |
| Acadian Non-U.S. Concentrated Eq Compst | 35.78 | 34.58 |
| Acadian Non-U.S. Equity Composite | 35.11 | 34.14 |
| Acadian Non-U.S. All-Cap Equity Compst | 34.97 | 33.96 |
| HGK International Equity | 35.01 | 33.75 |
| GlobeFlex ACWI Ex-U.S. | 34.12 | 33.16 |
| Shelton Diversified International Equity | 32.81 | 31.86 |
| Shelton Diversified Int'l Eq Wrap | 32.81 | 31.86 |
| OFI Global International Core | 32.66 | 31.73 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Acadian ADR Non-U.S. Equity Composite | 14.57 | 13.72 |
| SSgA Global Value Spotlight | 14.38 | 13.25 |
| Acadian Non-U.S. Equity Composite | 13.21 | 12.37 |
| HGK International Equity | 12.85 | 11.85 |
| Acadian Non-US ADR Eq (Model/Envestnet) | 13.41 | 11.69 |
| WellsCap EverKey Focused Global Equity | 12.73 | 11.61 |
| Fiduciary Mgt of Milwaukee Intl Comp | 12.39 | 11.59 |
| Acadian Non-U.S. All-Cap Equity Compst | 12.26 | 11.42 |
| SGA International All Cap Equity | 11.98 | 11.33 |
| BlackRock Intl Alpha Tilt Composite | 11.14 | 11.14 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Morgan Stanley International Opportunity | 54.91 | 53.39 |
| Jennison Intl Eq Opportunities Cmpst | 51.32 | 50.77 |
| Baillie Gifford EAFE Plus Alpha Equities | 47.14 | 46.31 |
| Morgan Stanley International Advantage | 46.03 | 44.53 |
| Marsico Non-Taxable International Growth | 46.30 | 44.10 |
| PNC Cap Adv International Growth Equity | 42.71 | 41.53 |
| Lazard International Discounted Assets | 40.91 | 40.34 |
| Calamos International Growth Composite | 41.08 | 39.75 |
| Franklin All Country World ex US Equity | 38.93 | 38.22 |
| Nuveen International Gr ADR comp | 39.42 | 38.07 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Morgan Stanley International Opportunity | 18.47 | 17.18 |
| Wellington International Quality Growth | 15.48 | 14.63 |
| Morgan Stanley International Advantage | 14.82 | 13.45 |
| MFSˆ® International Val Eq | 13.80 | 12.95 |
| Nuveen International Gr ADR comp | 13.87 | 12.73 |
| Eagle Ridge International Quality | 12.41 | 11.92 |
| WCM Inv Mgt Focused Growth Intl | 12.43 | 11.68 |
| Baillie Gifford EAFE Plus Alpha Equities | 12.30 | 11.63 |
| Burgundy EAFE Composite | 12.27 | 11.43 |
| Baron International Growth Strategy | 12.40 | 11.39 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Value | 1 year gross return | 1 year net return |
|---|---|---|
| GlobeFlex International Micro Cap Cmpst | 42.00 | 40.80 |
| AJO International Small Cap | 37.92 | 37.33 |
| Acadian Non-U.S. Small-Cap Equity Compst | 37.96 | 36.90 |
| The Boston International Small Cap Eq | 35.99 | 34.81 |
| QMA International Small Cap Equity | 35.05 | 33.94 |
| Templeton Intl Sm Cap Eq | 35.04 | 33.80 |
| LSV Asset Mgt Intl Sm-Cap Val Eq | 34.99 | 33.68 |
| LMCG Int'l Sm Cap Eq | 33.98 | 32.73 |
| ClearBridge International Small Cap | 33.60 | 32.31 |
| ARGA International Small-Cap Strategy | 33.83 | 32.27 |
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 | 16.43 | 15.34 |
| Acadian Non-U.S. Small-Cap Equity Compst | 15.75 | 14.88 |
| GlobeFlex International Micro Cap Cmpst | 15.56 | 14.55 |
| QMA International Small Cap Equity | 15.47 | 14.50 |
| Segall Bryant International Small Cap | 14.98 | 14.34 |
| LSV Asset Mgt Intl Sm-Cap Val Eq | 14.62 | 13.51 |
| The Boston International Small Cap Eq | 14.26 | 13.25 |
| Renaissance International Small Cap Eq | 12.42 | 11.84 |
| ClearBridge International Small Cap | 12.37 | 11.27 |
| Brandes International Sm-Mid Cap Equity | 12.12 | 11.01 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Growth | 1 year gross return | 1 year net return |
|---|---|---|
| CastleArk International Small Cap Equity | 50.16 | 49.14 |
| Macquarie International Small Cap Equity | 47.41 | 46.94 |
| EAM International Small Cap | 47.21 | 45.75 |
| American Century Non-U.S. Small Cap | 46.65 | 45.32 |
| FIIG Foreign Equity Small Cap Composite | 43.98 | 43.18 |
| EAM International Micro Cap | 45.32 | 43.17 |
| GW&K International Small Cap Strategy | 44.16 | 42.76 |
| WCM International Small Cap Growth | 43.59 | 42.49 |
| Brown Capital Intl Small Company Service | 42.79 | 42.30 |
| FIIG All Foreign Equity Small Cap | 42.57 | 41.77 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Expedition Intl Micro Cap Comp | 20.65 | 18.99 |
| Oberweis Intl Opportunities | 19.81 | 18.70 |
| OFI Global International Small-Mid Cap | 19.47 | 18.44 |
| EAM International Small Cap | 18.16 | 17.00 |
| Baring International Small Cap Equity | 17.48 | 16.54 |
| TimesSquare International Small Cap | 16.75 | 15.60 |
| SGA International Small-Mid Cap Equity | 16.40 | 14.70 |
| PGI International Small-Cap Equity | 15.24 | 14.51 |
| Schroders International Small Cap | 15.15 | 14.24 |
| FIIG Foreign Equity Small Cap Composite | 14.80 | 14.16 |
Source: Morningstar Separate Account/CIT Fund Database
| Latin America Stock | 1 year gross return | 1 year net return |
|---|---|---|
| Financial Trust Latin Value Momentum | 43.00 | 41.23 |
| Ashmore Latin America Small Cap Equity | 41.82 | 39.76 |
| Latin American Equity | 31.19 | 29.88 |
| T. Rowe Price Latin America Equity | 30.79 | 29.69 |
| Morgan Stanley Latin America Equity | 25.23 | 24.79 |
Source: Morningstar Separate Account/CIT Fund Database
| Latin America Stock | 5 year gross return | 5 year net return |
|---|---|---|
| Financial Trust Latin Value Momentum | 12.08 | 10.70 |
| T. Rowe Price Latin America Equity | -0.71 | -1.56 |
| Latin American Equity | -1.13 | -2.12 |
| Morgan Stanley Latin America Equity | -2.73 | -3.08 |
| Ashmore Latin America Small Cap Equity | -2.96 | -4.47 |
Source: Morningstar Separate Account/CIT Fund Database
| Europe Stock | 1 year gross return | 1 year net return |
|---|---|---|
| T. Rowe Price Europe Smaller Comp Equity | 50.65 | 49.57 |
| Boston Company Euroland Small Cap Equity | 37.83 | 36.57 |
| Baillie Gifford Europe ex-UK Equities | 36.29 | 35.47 |
| Wellington Strategic European Equity | 34.12 | 33.12 |
| Baillie Gifford Pan-European Equities | 33.90 | 33.05 |
| Acadian European Equity Composite | 32.68 | 31.68 |
| Newton Pan European Equity | 30.70 | 30.05 |
| T. Rowe Price Europe ex-UK Equity | 30.66 | 30.01 |
| Pzena European Focused Value | 30.08 | 29.65 |
| MFSˆ® European Research Equity | 29.85 | 29.09 |
Source: Morningstar Separate Account/CIT Fund Database
| Europe Stock | 5 year gross return | 5 year net return |
|---|---|---|
| T. Rowe Price Europe Smaller Comp Equity | 17.01 | 16.15 |
| Boston Company Euroland Small Cap Equity | 17.02 | 15.94 |
| Numeric Investors Europe Core | 15.47 | 14.65 |
| Acadian European Equity Composite | 13.47 | 12.63 |
| Baillie Gifford Europe ex-UK Equities | 12.95 | 12.23 |
| Intech European Large Cap Core | 12.62 | 12.04 |
| Wellington Strategic European Equity | 12.06 | 11.23 |
| T. Rowe Price Europe ex-UK Equity | 11.56 | 11.01 |
| PGI European Equity | 10.36 | 9.83 |
| Pzena European Focused Value | 10.21 | 9.82 |
Source: Morningstar Separate Account/CIT Fund Database
| Japan Stock | 1 year gross return | 1 year net return |
|---|---|---|
| Burgundy Focus Asian Composite | 44.23 | 43.19 |
| Burgundy Asian (All Cap) Composite | 43.11 | 41.72 |
| DaiwaSB Japan Eq MidSm Cap GARP | 40.32 | 39.37 |
| Baillie Gifford Japanese All Cap | 39.37 | 38.46 |
| Baillie Gifford Japan Growth | 36.52 | 35.73 |
| DaiwaSB Japan Eq Small Cap GARP | 36.37 | 35.44 |
| Lazard Japanese Strategic Equity | 34.69 | 34.26 |
| T. Rowe Price Japan Equity | 33.44 | 32.71 |
| Lazard Japanese Equity | 32.08 | 31.70 |
| DaiwaSB Japan Eq Value Plus Alpha | 30.58 | 29.82 |
Source: Morningstar Separate Account/CIT Fund Database
| Japan Stock | 5 year gross return | 5 year net return |
|---|---|---|
| DaiwaSB Japan Eq MidSm Cap GARP | 21.85 | 21.01 |
| DaiwaSB Japan Eq Small Cap GARP | 19.86 | 19.07 |
| Dalton Japan Long Only Composite | 20.11 | 18.88 |
| Baillie Gifford Japanese All Cap | 18.72 | 17.97 |
| Burgundy Asian (All Cap) Composite | 19.09 | 17.92 |
| Burgundy Focus Asian Composite | 17.76 | 16.88 |
| Baillie Gifford Japan Growth | 16.39 | 15.68 |
| T. Rowe Price Japan Equity | 16.27 | 15.63 |
| Brandes Japan Equity | 15.39 | 14.47 |
| Acadian Japanese Equity Composite | 14.59 | 13.74 |
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 | 56.76 | 55.72 |
| Investec 4Factor Asia Pacific ex Jap Eq | 52.56 | 51.61 |
| Lazard Emg Markets Eq Blend Asia ADR | 47.43 | 46.62 |
| NB Asian Opportunities Composite | 46.03 | 44.77 |
| FIIG Asia ex-Japan Equity | 45.62 | 44.37 |
| PGI Asia ex-Japan Equity | 44.72 | 43.82 |
| MFSˆ® Asia ex Japan Equity | 42.46 | 41.45 |
| T. Rowe Price Asia ex-Japan Equity | 42.28 | 41.15 |
| Allianz Total Return Asia Equity | 43.39 | 40.79 |
| Newton Asia Pacific Ex Japan Equity | 41.43 | 40.56 |
Source: Morningstar Separate Account/CIT Fund Database
| Pacific/Asia ex-Japan Stk | 5 year gross return | 5 year net return |
|---|---|---|
| Baillie Gifford Asia ex Japan Equities | 11.96 | 11.21 |
| FIIG Asia ex-Japan Equity | 11.62 | 10.25 |
| Brandes Asia Pacific ex-Japan Equity | 11.22 | 10.12 |
| Investec 4Factor Asia Pacific ex Jap Eq | 10.12 | 9.41 |
| Morgan Stanley Asia Equity | 8.39 | 8.12 |
| MFSˆ® Asia ex Japan Equity | 8.80 | 8.00 |
| Allianz Total Return Asia Equity | 9.89 | 7.87 |
| Allianz Asia-Pfc ex Japan Eq (Core Reg) | 8.72 | 7.78 |
| PGI Asia ex-Japan Equity | 8.29 | 7.66 |
| T. Rowe Price Asia ex-Japan Equity | 8.52 | 7.62 |
Source: Morningstar Separate Account/CIT Fund Database
| Diversified Pacific/Asia | 1 year gross return | 1 year net return |
|---|---|---|
| ARI Asia Pacific | 52.82 | 52.82 |
| Sit Inv Pac Basin | 38.36 | 37.15 |
| Financial Trust Asia ValueMomentum | 38.00 | 36.29 |
| WellsCap SF Global Asia Pacific Equity | 36.61 | 35.54 |
| Asia Pacific inc Japan Equity | 31.53 | 30.22 |
| Accuvest Asian Advantage | 30.58 | 29.65 |
| ZPR All Asian | 30.49 | 28.90 |
| Templeton Asia Pacific Eq | 29.54 | 28.76 |
| GAM Asia-Pacific Equity | 27.47 | 26.99 |
| Dalton Asia Pacific Long Only Composite | 23.19 | 22.05 |
Source: Morningstar Separate Account/CIT Fund Database
| Diversified Pacific/Asia | 5 year gross return | 5 year net return |
|---|---|---|
| Financial Trust Asia ValueMomentum | 17.85 | 16.39 |
| ARI Asia Pacific | 14.65 | 14.65 |
| Dalton Asia Pacific Long Only Composite | 13.77 | 12.26 |
| WellsCap SF Global Asia Pacific Equity | 10.94 | 10.06 |
| ZPR All Asian | 10.91 | 9.52 |
| Horizon Asia Institutional | 9.29 | 8.19 |
| Sit Inv Pac Basin | 9.10 | 8.13 |
| Templeton Asia Pacific Eq | 8.12 | 7.50 |
| Accuvest Asian Advantage | 7.53 | 7.05 |
| Asia Pacific inc Japan Equity | 7.60 | 6.53 |
Source: Morningstar Separate Account/CIT Fund Database
| Diversified Emerging Mkts | 1 year gross return | 1 year net return |
|---|---|---|
| Baillie Gifford Emerging Mkts All Cap Eq | 54.36 | 53.20 |
| Baillie Gifford Emerging Mkts Lead Co Eq | 54.27 | 53.13 |
| Van Eck Emerging Markets Equ Comp. | 51.95 | 50.90 |
| William Blair Emerging Markets Growth | 51.19 | 49.69 |
| Goldman Sachs Global Emerging Market Eq | 50.22 | 48.88 |
| Newton Global Emerging Markets | 49.90 | 48.77 |
| Martin Currie Global Emerging Markets | 49.15 | 48.38 |
| FIIG Emerging Markets Small Cap | 48.59 | 48.23 |
| Baring Focused Emerging Markets Equity | 49.19 | 48.08 |
| Invesco Emerging Markets Equity | 49.54 | 47.96 |
Source: Morningstar Separate Account/CIT Fund Database
| Diversified Emerging Mkts | 5 year gross return | 5 year net return |
|---|---|---|
| Acadian Emerging Markets Small-Cap Comp | 14.55 | 13.15 |
| Acadian Frontier Markets Equity Compst | 14.81 | 13.12 |
| Ashmore EM Frontier Markets Equity | 14.12 | 12.34 |
| Numeric Investors Emerging Markets Alpha | 12.98 | 11.76 |
| Ashmore EM Middle East Equity | 13.17 | 11.43 |
| AJO Emerging Markets Small Cap | 11.79 | 11.25 |
| William Blair – Emerging Mkts Sm Cap Gr | 12.39 | 11.19 |
| QMA Emerging Markets Small Cap Equity | 11.77 | 10.66 |
| SSGA Active Emerging Markets Sm Cp Strat | 11.61 | 10.44 |
| Macquarie Emerging Markets Equity Sm Cap | 12.23 | 10.37 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| Cohen & Steers European Real Estate Secs | 38.79 | 37.30 |
| PGI Global ex-US Real Estate Securities | 23.89 | 23.17 |
| Cohen & Steers Int'l Real Estate Secs | 23.91 | 23.03 |
| Duff & Phelps Intl Real Estate Secs | 23.33 | 22.10 |
| Third Avenue Real Estate Value Equity | 23.43 | 21.98 |
| Goldman Sachs Intl Real Estate Secs | 19.66 | 18.69 |
| Global REIT Income Preference | 18.54 | 17.75 |
| PGI Global Real Estate Securities | 15.78 | 15.20 |
| American Century Global Real Estate | 15.52 | 14.69 |
| Adelante Global Property Sec Fund LP | 15.15 | 14.68 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Real Estate | 5 year gross return | 5 year net return |
|---|---|---|
| Cohen & Steers European Real Estate Secs | 12.97 | 12.05 |
| PGI Core Real Estate Property | 12.44 | 11.16 |
| Third Avenue Real Estate Value Equity | 11.56 | 10.30 |
| Global REIT Income Preference | 10.36 | 9.65 |
| Financial Trust Global REIT | 10.98 | 9.60 |
| Duff&Phelps Glbl Real Estate Securities | 9.64 | 8.76 |
| Morgan Stanley Glbl Infrastructure Sec | 9.87 | 8.69 |
| Heitman Global Diversified Rental | 9.01 | 8.38 |
| Brookfield Gbl Rl Estate Secs Alpha | 9.14 | 8.37 |
| Adelante Global Strategy Composite | 8.81 | 8.11 |
Source: Morningstar Separate Account/CIT Fund Database
| World Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Prudential Global Aggregate Plus | 14.24 | 13.84 |
| Brandywine Intl Opportunistic Fxd Inc | 13.60 | 13.10 |
| Brandywine Global Opportun Fxd Inc | 13.28 | 12.77 |
| Brandywine International Fixed Inc | 12.62 | 12.12 |
| OFI Global International Bond | 12.05 | 11.52 |
| Brandywine Global Fixed Income | 11.91 | 11.31 |
| Brandywine Glbl Inv Grade Sovereign Fxd | 11.78 | 11.29 |
| PIMCO Global Advantage Strategy | 11.58 | 11.02 |
| AB Global ex-US Plus FI | 11.43 | 10.88 |
| WellsCap FIA International Fixed Income | 11.14 | 10.65 |
Source: Morningstar Separate Account/CIT Fund Database
| World Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Greystone Long Bond Fund | 4.94 | 4.62 |
| PIMCO Non US Hedged | 5.05 | 4.54 |
| Stone Harbor Glbl High Yield Comp 70/30 | 4.76 | 4.35 |
| Stone Harbor Global High Yield 50/50 | 4.67 | 4.29 |
| Muzinich & Co., Glbl High Yld | 4.76 | 4.24 |
| MFS Global Aggregate Opportunistic FI | 4.32 | 3.90 |
| Oaktree European Senior Loans | 4.27 | 3.76 |
| Standish Euro Core Plus Fixed Income | 4.05 | 3.74 |
| PIMCO Global Aggregate Hedged | 4.12 | 3.73 |
| Prudential Global Aggregate Plus | 3.83 | 3.48 |
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 | 12.13 | 11.58 |
| Wellington Global High Yield | 11.23 | 10.64 |
| Diamond Hill High Yield | 11.12 | 10.57 |
| Capital Group Global High Yield FI Comp | 11.09 | 10.32 |
| Pioneer Global High Yield | 10.70 | 10.15 |
| MacKay Select High Yield Composite | 10.54 | 9.95 |
| MacKay Shields Glb High Yield Unhedged | 10.37 | 9.82 |
| PineBridge High Yield Bond Composite | 10.28 | 9.79 |
| Brandywine Global High Yield | 10.19 | 9.49 |
| Global High Yield | 10.00 | 9.45 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| MacKay Select High Yield Composite | 8.31 | 7.76 |
| Federated Opportunistic High Yield Comp | 7.79 | 7.26 |
| T. Rowe Price Europe High Yield Bond | 7.78 | 7.24 |
| Nomura NCRAM HY Total Return Inst | 7.75 | 7.22 |
| DDJ U.S. Opportunistic High Yield Comp | 7.68 | 7.13 |
| Oaktree European High Yield Bonds | 7.55 | 7.02 |
| Lord Abbett High Yield Opportunistic | 7.87 | 6.99 |
| TCW Opportunistic MBS | 7.70 | 6.94 |
| Morgan Stanley U.S. High Yield | 7.78 | 6.87 |
| Strategic Income Mmgt SiM High Yld Instl | 7.09 | 6.66 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| Semper Active Mortgage-Backed Securities | 5.85 | 5.50 |
| Columbia US Government Mortgage | 3.86 | 3.35 |
| Great Lakes Core Government Only | 3.08 | 2.98 |
| M.D. Sass Core Fix-Inc | 2.99 | 2.70 |
| Chicago Equity Core Fix-Inc | 2.90 | 2.65 |
| DBF Interm Mortgage-Backed Securities | 2.84 | 2.58 |
| DBF Intermediate Duration Govt/Agency | 2.76 | 2.56 |
| MFS US Government Fixed Income | 2.81 | 2.49 |
| Northern Trust Government Index | 2.39 | 2.24 |
| Ryan Labs LDI Interm Duration 3-5 | 2.52 | 2.15 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 5 year gross return | 5 year net return |
|---|---|---|
| Semper Active Mortgage-Backed Securities | 4.84 | 4.40 |
| Columbia US Government Mortgage | 2.88 | 2.45 |
| TCW Index Plus MBS | 2.13 | 1.91 |
| Smith Breeden Mortgage Index Plus | 2.24 | 1.89 |
| M.D. Sass Core Fix-Inc | 2.05 | 1.76 |
| MFS US Government Fixed Income | 1.79 | 1.50 |
| Great Lakes Core Government Only | 1.55 | 1.44 |
| Ryan Labs LDI Interm Duration 3-5 | 1.80 | 1.42 |
| Chicago Equity Core Fix-Inc | 1.58 | 1.33 |
| Amalgamated Bank Intermediate Duration | 1.58 | 1.33 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Herzfeld Taxable Closed-End Bond | 13.53 | 12.53 |
| Flaherty & Crumrine Separate Mgd Account | 12.46 | 11.92 |
| Spectrum Preferred Securities | 11.64 | 11.39 |
| PIMCO Diversified Income | 9.30 | 8.57 |
| EARNEST Fixed Income Long Duration | 8.17 | 7.80 |
| RSA Unconstrained Bond Strategy | 8.22 | 7.68 |
| AB US Investment Grade Corporates | 7.94 | 7.51 |
| ClearArc Capital Strategic Income Plus | 7.63 | 7.15 |
| BBH Core Fixed Income | 7.10 | 6.84 |
| Piedmont Inv Advisors Yld Advantage Agg | 4.09 | 6.79 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Flaherty & Crumrine Separate Mgd Account | 7.87 | 7.35 |
| Spectrum Preferred Securities | 7.26 | 7.00 |
| Herzfeld Taxable Closed-End Bond | 7.54 | 6.64 |
| RSA Unconstrained Bond Strategy | 5.80 | 5.27 |
| ClearArc Capital Strategic Income Plus | 5.04 | 4.58 |
| PIMCO Diversified Income | 5.19 | 4.47 |
| Morgan Stanley Core Plus Fix-Inc | 4.83 | 4.18 |
| PIMCO Global Invstm Grade Corporate | 4.65 | 4.16 |
| Manulife AM US Core Plus Fixed Income | 4.13 | 3.81 |
| Templeton Taxable Municipal Intermediate | 4.06 | 3.80 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 1 year gross return | 1 year net return |
|---|---|---|
| Mortgage Backed Securities Composite | 3.54 | 3.24 |
| BlackRock Mortgage | 2.85 | 2.72 |
| PNC Cap Adv US Government Mortgage | 2.51 | 2.15 |
| RBC Access Capital Community Invmt | 2.55 | 2.13 |
| Ryan Labs Limited Duration Govt Credit | 2.26 | 1.98 |
| M.D. Sass 3-Year FI | 1.85 | 1.46 |
| Garcia Hamilton Short Duration | 1.44 | 1.29 |
| Sit Inv Short Dur Strat | 1.66 | 1.26 |
| M.D. Sass 2-Year FI | 1.37 | 1.15 |
| PNC Cap Adv Intermediate U.S. Governemnt | 1.34 | 1.10 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 5 year gross return | 5 year net return |
|---|---|---|
| Mortgage Backed Securities Composite | 2.66 | 2.39 |
| RBC Access Capital Community Invmt | 2.37 | 1.96 |
| Sit Inv Short Dur Strat | 2.07 | 1.67 |
| PNC Cap Adv US Government Mortgage | 1.91 | 1.55 |
| M.D. Sass 3-Year FI | 1.61 | 1.25 |
| Victory INCORE Short Government | 1.55 | 1.24 |
| Garcia Hamilton Short Duration | 1.27 | 1.14 |
| M.D. Sass 2-Year FI | 1.30 | 1.05 |
| MPI Inv Mgt US Fix-Inc | 1.27 | 0.73 |
| WellsCap Montgomery US Short Duration FI | 1.12 | 0.67 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Manulife AM Strategic Fixed Income Opp | 6.20 | 5.77 |
| Crossmark Income Opportunities | 4.85 | 4.67 |
| Frost Intermediate Taxable Composite | 5.12 | 4.63 |
| Diamond Hill Short Duration Total Return | 4.90 | 4.53 |
| Manulife AM US Strategic Fixed Income | 4.87 | 4.45 |
| Newfleet Multi-Sector Short Dur Cpst | 4.64 | 4.14 |
| TCW Strategic Income | 6.35 | 4.04 |
| BlackRock Core PLUS | 4.05 | 3.92 |
| Ryan Labs Government/Credit | 4.15 | 3.86 |
| BlackRock Core Bond | 3.84 | 3.71 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Manulife AM Strategic Fixed Income Opp | 4.63 | 4.21 |
| Post Limited Term High Yield Comp | 4.59 | 3.92 |
| Frost Intermediate Taxable Composite | 4.03 | 3.60 |
| Crossmark Income Opportunities | 3.64 | 3.44 |
| Manulife AM US Strategic Fixed Income | 3.41 | 3.00 |
| TCW Strategic Income | 4.71 | 2.79 |
| Newfleet Multi-Sector Short Dur Cpst | 3.27 | 2.78 |
| WellsCap Intermediate Premier FI | 2.81 | 2.51 |
| Dodge & Cox Intermediate FI Composite | 2.82 | 2.49 |
| Ziegler Cap TWCM Core Interm F/I Retail | 2.87 | 2.42 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| TCW Alpha Trak | 21.92 | 20.84 |
| FIAM Leveraged Loan Composite | 4.70 | 4.18 |
| BNP Paribas Mortgage Alpha | 3.84 | 3.31 |
| PIMCO Short Term | 2.82 | 2.42 |
| Pioneer Multi-Asset Ultrashort Income | 2.27 | 2.02 |
| Federated Active Cash Broad FI Composite | 2.18 | 1.99 |
| Seix Ultra Short | 2.03 | 1.85 |
| Merganser Floating Rate Bond | 2.01 | 1.82 |
| Payden & Rygel Enhanced Cash Long | 1.75 | 1.60 |
| Seix US Govt Securities Ultra Short | 1.65 | 1.47 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| TCW Alpha Trak | 18.01 | 17.42 |
| FIAM Leveraged Loan Composite | 4.76 | 4.24 |
| BNP Paribas Mortgage Alpha | 3.88 | 3.37 |
| Federated Trade Finance Fixed Inc Comp | 2.91 | 2.01 |
| PIMCO Short Term | 2.00 | 1.59 |
| Pioneer Multi-Asset Ultrashort Income | 1.85 | 1.59 |
| Federated Active Cash Broad FI Composite | 1.44 | 1.16 |
| Seix Ultra Short | 1.22 | 0.99 |
| Payden & Rygel Enhanced Cash Long | 1.16 | 0.99 |
| Logan Circle STAMP Cash Plus | 1.00 | 0.84 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 1 year gross return | 1 year net return |
|---|---|---|
| NISA 15+ STRIPS Fixed Income Composite | 12.73 | 12.51 |
| FIAM Long Duration Plus | 11.61 | 11.25 |
| Long Duration Gov/Credit Composite | 11.33 | 11.09 |
| Long Duration Gov/Credit Plus Composite | 11.40 | 11.05 |
| Hoisington Inv Mgt Macroeconomic FI Comp | 10.97 | 10.74 |
| Hillswick Long Duration Government | 10.43 | 10.09 |
| NISA Long Dur Govt Only Consolidated | 9.51 | 9.29 |
| PIMCO Long Duration Treasury | 9.56 | 9.04 |
| SSgA Long U.S. Govt Bond Index Strategy | 8.51 | 8.46 |
| TCW Long Duration Gov | 7.75 | 7.67 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| NISA 15+ STRIPS Fixed Income Composite | 5.01 | 4.79 |
| FIAM Long Duration Plus | 4.91 | 4.57 |
| Hillswick Long Duration Government | 4.81 | 4.51 |
| Long Duration Gov/Credit Composite | 4.68 | 4.42 |
| Long Duration Gov/Credit Plus Composite | 4.74 | 4.16 |
| Hoisington Inv Mgt Macroeconomic FI Comp | 4.04 | 3.81 |
| NISA Long Dur Govt Only Consolidated | 3.97 | 3.72 |
| PIMCO Long Duration Treasury | 3.79 | 3.30 |
| TCW Long Duration Gov | 3.01 | 2.89 |
| SSgA Long U.S. Govt Bond Index Strategy | 3.47 | 1.84 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| PIMCO Long Term Bond - Long Credit | 14.44 | 14.12 |
| Standish Long Corporate | 12.93 | 12.72 |
| PIMCO Long Term Bond Full Authority | 12.91 | 12.66 |
| Dodge & Cox Long Duration FI Composite | 12.77 | 12.38 |
| FIAM Long Corporate Composite | 12.68 | 12.37 |
| BlackRock US Long Credit | 12.50 | 12.36 |
| Ryan Labs Long-Credit | 12.64 | 12.33 |
| Baird Advisors Long Govt Credit Bond | 12.39 | 12.25 |
| NISA Long Credit | 12.48 | 12.23 |
| NISA Long Dur Credit Only Consolidated | 12.40 | 12.15 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO Long Term Bond - Long Credit | 6.75 | 6.44 |
| Dodge & Cox Long Duration FI Composite | 6.11 | 5.73 |
| TCW Long Duration Credit | 5.80 | 5.61 |
| Ryan Labs Long-Credit | 5.81 | 5.50 |
| FIAM Long Corporate Composite | 5.73 | 5.44 |
| BlackRock US Long Credit | 5.68 | 5.44 |
| PIMCO Long Term Bond Full Authority | 5.68 | 5.42 |
| NISA Long Dur Credit Only Consolidated | 5.60 | 5.36 |
| Logan Circle Long Duration | 5.68 | 5.36 |
| NISA Long Credit | 5.55 | 5.31 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Schroder Opportunistic Multi-Sector Sec | 12.05 | 11.39 |
| Newfleet Global Multi-Sector Income Comp | 11.91 | 10.42 |
| First Trust Taxable Closed End Fund | 10.89 | 9.43 |
| Eaton Vance Multi-Sector Bond | 9.08 | 8.54 |
| PIMCO Income Composite | 8.69 | 8.10 |
| PIMCO Floating Income | 8.80 | 8.05 |
| Guggenheim Fixed Income | 7.99 | 7.64 |
| Newfleet Multi-Sector Opportunistic Cpst | 8.01 | 7.49 |
| Loomis Sayles Multi-Sector Full Discretn | 7.84 | 7.49 |
| PineBridge Strategic Bond Composite | 7.73 | 7.28 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Schroder Opportunistic Multi-Sector Sec | 8.46 | 7.77 |
| Schroders Enhanced Securitized | 7.55 | 7.02 |
| PIMCO Income Composite | 6.76 | 6.21 |
| Guggenheim Fixed Income | 5.15 | 4.80 |
| Newfleet Global Multi-Sector Income Comp | 6.19 | 4.76 |
| Loomis Sayles Multi-Sector Full Discretn | 4.94 | 4.60 |
| Thornburg Multisector Opportun Sep Acct | 5.27 | 4.58 |
| TCW Securitized Opportunities | 5.53 | 4.47 |
| First Trust Taxable Closed End Fund | 5.85 | 4.26 |
| Newfleet Multi-Sector Opportunistic Cpst | 4.80 | 4.24 |
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 | 12.13 | 11.58 |
| Wellington Global High Yield | 11.23 | 10.64 |
| Diamond Hill High Yield | 11.12 | 10.57 |
| Capital Group Global High Yield FI Comp | 11.09 | 10.32 |
| Pioneer Global High Yield | 10.70 | 10.15 |
| MacKay Select High Yield Composite | 10.54 | 9.95 |
| MacKay Shields Glb High Yield Unhedged | 10.37 | 9.82 |
| PineBridge High Yield Bond Composite | 10.28 | 9.79 |
| Brandywine Global High Yield | 10.19 | 9.49 |
| Global High Yield | 10.00 | 9.45 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| MacKay Select High Yield Composite | 8.31 | 7.76 |
| Federated Opportunistic High Yield Comp | 7.79 | 7.26 |
| T. Rowe Price Europe High Yield Bond | 7.78 | 7.24 |
| Nomura NCRAM HY Total Return Inst | 7.75 | 7.22 |
| DDJ U.S. Opportunistic High Yield Comp | 7.68 | 7.13 |
| Oaktree European High Yield Bonds | 7.55 | 7.02 |
| Lord Abbett High Yield Opportunistic | 7.87 | 6.99 |
| TCW Opportunistic MBS | 7.70 | 6.94 |
| Morgan Stanley U.S. High Yield | 7.78 | 6.87 |
| Strategic Income Mmgt SiM High Yld Instl | 7.09 | 6.66 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| Semper Active Mortgage-Backed Securities | 5.85 | 5.50 |
| Columbia US Government Mortgage | 3.86 | 3.35 |
| Great Lakes Core Government Only | 3.08 | 2.98 |
| M.D. Sass Core Fix-Inc | 2.99 | 2.70 |
| Chicago Equity Core Fix-Inc | 2.90 | 2.65 |
| DBF Interm Mortgage-Backed Securities | 2.84 | 2.58 |
| DBF Intermediate Duration Govt/Agency | 2.76 | 2.56 |
| MFS US Government Fixed Income | 2.81 | 2.49 |
| Northern Trust Government Index | 2.39 | 2.24 |
| Ryan Labs LDI Interm Duration 3-5 | 2.52 | 2.15 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 5 year gross return | 5 year net return |
|---|---|---|
| Semper Active Mortgage-Backed Securities | 4.84 | 4.40 |
| Columbia US Government Mortgage | 2.88 | 2.45 |
| TCW Index Plus MBS | 2.13 | 1.91 |
| Smith Breeden Mortgage Index Plus | 2.24 | 1.89 |
| M.D. Sass Core Fix-Inc | 2.05 | 1.76 |
| MFS US Government Fixed Income | 1.79 | 1.50 |
| Great Lakes Core Government Only | 1.55 | 1.44 |
| Ryan Labs LDI Interm Duration 3-5 | 1.80 | 1.42 |
| Chicago Equity Core Fix-Inc | 1.58 | 1.33 |
| Amalgamated Bank Intermediate Duration | 1.58 | 1.33 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Herzfeld Taxable Closed-End Bond | 13.53 | 12.53 |
| Flaherty & Crumrine Separate Mgd Account | 12.46 | 11.92 |
| Spectrum Preferred Securities | 11.64 | 11.39 |
| PIMCO Diversified Income | 9.30 | 8.57 |
| EARNEST Fixed Income Long Duration | 8.17 | 7.80 |
| RSA Unconstrained Bond Strategy | 8.22 | 7.68 |
| AB US Investment Grade Corporates | 7.94 | 7.51 |
| ClearArc Capital Strategic Income Plus | 7.63 | 7.15 |
| BBH Core Fixed Income | 7.10 | 6.84 |
| Piedmont Inv Advisors Yld Advantage Agg | 4.09 | 6.79 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Flaherty & Crumrine Separate Mgd Account | 7.87 | 7.35 |
| Spectrum Preferred Securities | 7.26 | 7.00 |
| Herzfeld Taxable Closed-End Bond | 7.54 | 6.64 |
| RSA Unconstrained Bond Strategy | 5.80 | 5.27 |
| ClearArc Capital Strategic Income Plus | 5.04 | 4.58 |
| PIMCO Diversified Income | 5.19 | 4.47 |
| Morgan Stanley Core Plus Fix-Inc | 4.83 | 4.18 |
| PIMCO Global Invstm Grade Corporate | 4.65 | 4.16 |
| Manulife AM US Core Plus Fixed Income | 4.13 | 3.81 |
| Templeton Taxable Municipal Intermediate | 4.06 | 3.80 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 1 year gross return | 1 year net return |
|---|---|---|
| Mortgage Backed Securities Composite | 3.54 | 3.24 |
| BlackRock Mortgage | 2.85 | 2.72 |
| PNC Cap Adv US Government Mortgage | 2.51 | 2.15 |
| RBC Access Capital Community Invmt | 2.55 | 2.13 |
| Ryan Labs Limited Duration Govt Credit | 2.26 | 1.98 |
| M.D. Sass 3-Year FI | 1.85 | 1.46 |
| Garcia Hamilton Short Duration | 1.44 | 1.29 |
| Sit Inv Short Dur Strat | 1.66 | 1.26 |
| M.D. Sass 2-Year FI | 1.37 | 1.15 |
| PNC Cap Adv Intermediate U.S. Governemnt | 1.34 | 1.10 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 5 year gross return | 5 year net return |
|---|---|---|
| Mortgage Backed Securities Composite | 2.66 | 2.39 |
| RBC Access Capital Community Invmt | 2.37 | 1.96 |
| Sit Inv Short Dur Strat | 2.07 | 1.67 |
| PNC Cap Adv US Government Mortgage | 1.91 | 1.55 |
| M.D. Sass 3-Year FI | 1.61 | 1.25 |
| Victory INCORE Short Government | 1.55 | 1.24 |
| Garcia Hamilton Short Duration | 1.27 | 1.14 |
| M.D. Sass 2-Year FI | 1.30 | 1.05 |
| MPI Inv Mgt US Fix-Inc | 1.27 | 0.73 |
| WellsCap Montgomery US Short Duration FI | 1.12 | 0.67 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Manulife AM Strategic Fixed Income Opp | 6.20 | 5.77 |
| Crossmark Income Opportunities | 4.85 | 4.67 |
| Frost Intermediate Taxable Composite | 5.12 | 4.63 |
| Diamond Hill Short Duration Total Return | 4.90 | 4.53 |
| Manulife AM US Strategic Fixed Income | 4.87 | 4.45 |
| Newfleet Multi-Sector Short Dur Cpst | 4.64 | 4.14 |
| TCW Strategic Income | 6.35 | 4.04 |
| BlackRock Core PLUS | 4.05 | 3.92 |
| Ryan Labs Government/Credit | 4.15 | 3.86 |
| BlackRock Core Bond | 3.84 | 3.71 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Manulife AM Strategic Fixed Income Opp | 4.63 | 4.21 |
| Post Limited Term High Yield Comp | 4.59 | 3.92 |
| Frost Intermediate Taxable Composite | 4.03 | 3.60 |
| Crossmark Income Opportunities | 3.64 | 3.44 |
| Manulife AM US Strategic Fixed Income | 3.41 | 3.00 |
| TCW Strategic Income | 4.71 | 2.79 |
| Newfleet Multi-Sector Short Dur Cpst | 3.27 | 2.78 |
| WellsCap Intermediate Premier FI | 2.81 | 2.51 |
| Dodge & Cox Intermediate FI Composite | 2.82 | 2.49 |
| Ziegler Cap TWCM Core Interm F/I Retail | 2.87 | 2.42 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| TCW Alpha Trak | 21.92 | 20.84 |
| FIAM Leveraged Loan Composite | 4.70 | 4.18 |
| BNP Paribas Mortgage Alpha | 3.84 | 3.31 |
| PIMCO Short Term | 2.82 | 2.42 |
| Pioneer Multi-Asset Ultrashort Income | 2.27 | 2.02 |
| Federated Active Cash Broad FI Composite | 2.18 | 1.99 |
| Seix Ultra Short | 2.03 | 1.85 |
| Merganser Floating Rate Bond | 2.01 | 1.82 |
| Payden & Rygel Enhanced Cash Long | 1.75 | 1.60 |
| Seix US Govt Securities Ultra Short | 1.65 | 1.47 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| TCW Alpha Trak | 18.01 | 17.42 |
| FIAM Leveraged Loan Composite | 4.76 | 4.24 |
| BNP Paribas Mortgage Alpha | 3.88 | 3.37 |
| Federated Trade Finance Fixed Inc Comp | 2.91 | 2.01 |
| PIMCO Short Term | 2.00 | 1.59 |
| Pioneer Multi-Asset Ultrashort Income | 1.85 | 1.59 |
| Federated Active Cash Broad FI Composite | 1.44 | 1.16 |
| Seix Ultra Short | 1.22 | 0.99 |
| Payden & Rygel Enhanced Cash Long | 1.16 | 0.99 |
| Logan Circle STAMP Cash Plus | 1.00 | 0.84 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 1 year gross return | 1 year net return |
|---|---|---|
| NISA 15+ STRIPS Fixed Income Composite | 12.73 | 12.51 |
| FIAM Long Duration Plus | 11.61 | 11.25 |
| Long Duration Gov/Credit Composite | 11.33 | 11.09 |
| Long Duration Gov/Credit Plus Composite | 11.40 | 11.05 |
| Hoisington Inv Mgt Macroeconomic FI Comp | 10.97 | 10.74 |
| Hillswick Long Duration Government | 10.43 | 10.09 |
| NISA Long Dur Govt Only Consolidated | 9.51 | 9.29 |
| PIMCO Long Duration Treasury | 9.56 | 9.04 |
| SSgA Long U.S. Govt Bond Index Strategy | 8.51 | 8.46 |
| TCW Long Duration Gov | 7.75 | 7.67 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| NISA 15+ STRIPS Fixed Income Composite | 5.01 | 4.79 |
| FIAM Long Duration Plus | 4.91 | 4.57 |
| Hillswick Long Duration Government | 4.81 | 4.51 |
| Long Duration Gov/Credit Composite | 4.68 | 4.42 |
| Long Duration Gov/Credit Plus Composite | 4.74 | 4.16 |
| Hoisington Inv Mgt Macroeconomic FI Comp | 4.04 | 3.81 |
| NISA Long Dur Govt Only Consolidated | 3.97 | 3.72 |
| PIMCO Long Duration Treasury | 3.79 | 3.30 |
| TCW Long Duration Gov | 3.01 | 2.89 |
| SSgA Long U.S. Govt Bond Index Strategy | 3.47 | 1.84 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| PIMCO Long Term Bond - Long Credit | 14.44 | 14.12 |
| Standish Long Corporate | 12.93 | 12.72 |
| PIMCO Long Term Bond Full Authority | 12.91 | 12.66 |
| Dodge & Cox Long Duration FI Composite | 12.77 | 12.38 |
| FIAM Long Corporate Composite | 12.68 | 12.37 |
| BlackRock US Long Credit | 12.50 | 12.36 |
| Ryan Labs Long-Credit | 12.64 | 12.33 |
| Baird Advisors Long Govt Credit Bond | 12.39 | 12.25 |
| NISA Long Credit | 12.48 | 12.23 |
| NISA Long Dur Credit Only Consolidated | 12.40 | 12.15 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO Long Term Bond - Long Credit | 6.75 | 6.44 |
| Dodge & Cox Long Duration FI Composite | 6.11 | 5.73 |
| TCW Long Duration Credit | 5.80 | 5.61 |
| Ryan Labs Long-Credit | 5.81 | 5.50 |
| FIAM Long Corporate Composite | 5.73 | 5.44 |
| BlackRock US Long Credit | 5.68 | 5.44 |
| PIMCO Long Term Bond Full Authority | 5.68 | 5.42 |
| NISA Long Dur Credit Only Consolidated | 5.60 | 5.36 |
| Logan Circle Long Duration | 5.68 | 5.36 |
| NISA Long Credit | 5.55 | 5.31 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Schroder Opportunistic Multi-Sector Sec | 12.05 | 11.39 |
| Newfleet Global Multi-Sector Income Comp | 11.91 | 10.42 |
| First Trust Taxable Closed End Fund | 10.89 | 9.43 |
| Eaton Vance Multi-Sector Bond | 9.08 | 8.54 |
| PIMCO Income Composite | 8.69 | 8.10 |
| PIMCO Floating Income | 8.80 | 8.05 |
| Guggenheim Fixed Income | 7.99 | 7.64 |
| Newfleet Multi-Sector Opportunistic Cpst | 8.01 | 7.49 |
| Loomis Sayles Multi-Sector Full Discretn | 7.84 | 7.49 |
| PineBridge Strategic Bond Composite | 7.73 | 7.28 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Schroder Opportunistic Multi-Sector Sec | 8.46 | 7.77 |
| Schroders Enhanced Securitized | 7.55 | 7.02 |
| PIMCO Income Composite | 6.76 | 6.21 |
| Guggenheim Fixed Income | 5.15 | 4.80 |
| Newfleet Global Multi-Sector Income Comp | 6.19 | 4.76 |
| Loomis Sayles Multi-Sector Full Discretn | 4.94 | 4.60 |
| Thornburg Multisector Opportun Sep Acct | 5.27 | 4.58 |
| TCW Securitized Opportunities | 5.53 | 4.47 |
| First Trust Taxable Closed End Fund | 5.85 | 4.26 |
| Newfleet Multi-Sector Opportunistic Cpst | 4.80 | 4.24 |
Source: Morningstar Separate Account/CIT Fund Database
| Inflation-Protected Bond | 1 year gross return | 1 year net return |
|---|---|---|
| PIMCO Real Ret Asset Long Duration | 9.42 | 8.79 |
| Standish Global TIPS | 8.22 | 8.17 |
| NB U.S.Treasury Inflation Protection | 3.79 | 3.75 |
| PIMCO Real Return Full Authority | 4.23 | 3.75 |
| BNP Paribas GlobalInflationLinked Bonds | 4.01 | 3.75 |
| BlackRock TIPS PLUS | 3.39 | 3.32 |
| Ryan Labs Inflation Index Intermediate | 3.58 | 3.32 |
| BNP Paribas InflationLinkedBonds U.S. | 3.44 | 3.24 |
| Standish US TIPS Barclays | 3.23 | 3.19 |
| American Century US Infl-Adj Bond | 3.54 | 3.16 |
Source: Morningstar Separate Account/CIT Fund Database
| Inflation-Protected Bond | 5 year gross return | 5 year net return |
|---|---|---|
| BNP Paribas GlobalInflationLinked Bonds | 3.30 | 3.04 |
| Standish Global TIPS | 1.38 | 1.30 |
| Franklin U.S. TIPS Composite | 0.56 | 0.43 |
| NB U.S.Treasury Inflation Protection | 0.30 | 0.29 |
| PIMCO Real Ret Asset Long Duration | 0.80 | 0.28 |
| BBH U.S. TIPS | 0.35 | 0.20 |
| Standish US TIPS Barclays | 0.24 | 0.18 |
| Wellington TIPS | 0.31 | 0.16 |
| BlackRock TIPS PLUS | 0.25 | 0.11 |
| Northern Trust TIPS | 0.19 | 0.08 |
Source: Morningstar Separate Account/CIT Fund Database
| Stable Value | 1 year gross return | 1 year net return |
|---|---|---|
| Standish Stable Value | 2.14 | 2.04 |
| T. Rowe Price Stable Value | 2.22 | 1.99 |
| Putnam Stable Value Composite | 2.20 | 1.96 |
| Invesco Stable Value | 2.08 | 1.88 |
| Galliard Stable Value Composite | 2.05 | 1.65 |
Source: Morningstar Separate Account/CIT Fund Database
| Stable Value | 5 year gross return | 5 year net return |
|---|---|---|
| T. Rowe Price Stable Value | 2.38 | 2.13 |
| Standish Stable Value | 2.22 | 2.11 |
| Invesco Stable Value | 2.05 | 1.85 |
| Putnam Stable Value Composite | 2.02 | 1.78 |
| Galliard Stable Value Composite | 1.99 | 1.58 |
Source: Morningstar Separate Account/CIT Fund Database
| Convertibles | 1 year gross return | 1 year net return |
|---|---|---|
| SSI Inv Grade Convert Strat | 26.19 | 25.19 |
| INCORE Inv Grade Convertibles Comp | 20.71 | 20.05 |
| Advent Investment Grade | 20.35 | 19.86 |
| Lord Abbett & Co. Convertibles | 17.76 | 16.57 |
| Allianz Convertibles | 16.00 | 15.47 |
| Calamos Instl Convertible Composite | 15.82 | 15.02 |
| Palisade Convertible Securities Comp | 14.98 | 14.36 |
| Calamos Global Convertible Composite | 15.64 | 14.09 |
| Advent Balanced Convertible Strategy | 13.97 | 13.45 |
| SSI Convertible Investment Strategy | 13.84 | 13.32 |
Source: Morningstar Separate Account/CIT Fund Database
| Convertibles | 5 year gross return | 5 year net return |
|---|---|---|
| SSI Inv Grade Convert Strat | 15.77 | 14.72 |
| Advent Investment Grade | 12.29 | 11.81 |
| INCORE Inv Grade Convertibles Comp | 12.31 | 11.70 |
| MacKay Shields Convertibles | 11.29 | 10.74 |
| SSI Convertible Investment Strategy | 10.88 | 10.37 |
| Allianz Convertibles | 10.71 | 10.27 |
| Lord Abbett & Co. Convertibles | 11.02 | 9.88 |
| Palisade Convertible Securities Comp | 10.39 | 9.77 |
| ClearBridge U.S. Convertibles | 10.29 | 9.63 |
| Gabelli Asset Mgt Convertibles Strategy | 10.38 | 9.61 |
Source: Morningstar Separate Account/CIT Fund Database
| Emerging Markets Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Stone Harbor EMD Total Return | 22.45 | 21.24 |
| BNP Global Emg Bonds (Best Selection) | 18.04 | 17.40 |
| Mondrian Inv Emerging Markets Debt | 17.57 | 17.00 |
| Ashmore EM Corporate Debt High Yld Comp | 17.42 | 16.20 |
| OFI Global Emerging Markets Local Bond | 16.46 | 15.77 |
| Global Evolution EM Local Debt | 15.95 | 15.36 |
| Global Evolution Frontier Markets | 16.39 | 15.25 |
| Standish Em Mkts Dbt - Opportunistic | 15.68 | 14.55 |
| Brandywine Global Emerging Markets Debt | 15.33 | 14.53 |
| Lazard EM Debt - Local Debt | 15.69 | 14.49 |
Source: Morningstar Separate Account/CIT Fund Database
| Emerging Markets Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Global Evolution Frontier Markets | 8.39 | 7.32 |
| GMO Emerging Country Debt Strategy | 6.60 | 5.83 |
| Macquarie Emerging Markets Debt | 6.20 | 5.68 |
| Prudential Fixed Inc Emerging Mkts Debt | 6.20 | 5.61 |
| Investec Emerging Market Corporate Debt | 5.92 | 5.19 |
| DCM Emerging Markets Debt | 5.75 | 5.12 |
| Global Evolution EM Debt | 6.14 | 5.09 |
| Stone Harbor EMD Total Return | 5.63 | 4.79 |
| Stone Harbor Emerging Mkts Corp Dbt Cor | 5.27 | 4.79 |
| FIAM Emerging Market Debt Composite | 5.43 | 4.75 |
Source: Morningstar Separate Account/CIT Fund Database
| World Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| PIMCO StocksPLUS International Unhedged | 26.71 | 26.16 |
| Innealta Global All Asset Opp Growth | 27.54 | 25.33 |
| Taxable Frontier Asset Mgmt Focused Opp | 24.67 | 24.06 |
| PIMCO StocksPLUS Absolute Return | 24.65 | 23.93 |
| Frontier Asset Mgmt Focused Opp | 23.85 | 23.25 |
| Sage ESG Global Equity | 23.24 | 22.76 |
| Innealta ETF Country Rotation | 23.26 | 22.20 |
| PIMCO StocksPlus | 22.70 | 22.19 |
| Morgan Stanley Glbl Tactical Asset Alloc | 22.21 | 21.89 |
| Innealta Global All Asset Opp Moderate | 23.33 | 21.28 |
Source: Morningstar Separate Account/CIT Fund Database
| World Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO StocksPlus | 16.52 | 16.03 |
| PIMCO StocksPLUS Absolute Return | 16.47 | 15.80 |
| PIMCO RAE Fundamental PLUS | 15.94 | 15.03 |
| Morgan Stanley Glbl Tactical Asset Alloc | 10.67 | 10.37 |
| ICON - SBI Global Moderate | 10.27 | 9.41 |
| CKW Opportunistic Global Balanced | 10.11 | 9.17 |
| THG Balanced Aggressive | 9.71 | 8.88 |
| CLS AdvisorOne Risk Budget 85 Mod Aggr | 8.67 | 8.67 |
| CKW Sprinkle Global Balance | 9.65 | 8.44 |
| DMAP Moderate Relative Return USD-H | 9.18 | 8.34 |
Source: Morningstar Separate Account/CIT Fund Database
| Conservative Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| MCA Conservative Portfolios | 25.51 | 24.59 |
| Copeland Large Cap Div Growth Balanced | 18.84 | 18.28 |
| Lazard Cap Alloc -Gbl Non-Traditional | 18.93 | 17.73 |
| FEG Moderate Growth Portfolio | 17.07 | 16.31 |
| Morningstar Balanced - Advisor Group WMP | 14.23 | 14.23 |
| Ryan Investments iFolios Growth | 14.97 | 14.02 |
| Allianz Income & Growth | 13.98 | 13.50 |
| CLS American Funds Moderate 50 | 13.63 | 13.34 |
| Sterling AS Income & Growth (All Funds) | 14.47 | 13.32 |
| Sterling AS Income & Growth (UMA) | 14.45 | 13.30 |
Source: Morningstar Separate Account/CIT Fund Database
| Conservative Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| MCA Conservative Portfolios | 11.02 | 10.20 |
| Clark Navigator MultiStrategy 50-50 | 10.58 | 10.20 |
| Copeland Large Cap Div Growth Balanced | 10.22 | 9.64 |
| Allianz Income & Growth | 9.60 | 9.17 |
| AMP Moderately Conservative | 8.36 | 7.88 |
| Morningstar Balanced - Advisor Group WMP | 7.65 | 7.65 |
| MCM Strategic Income | 8.05 | 7.30 |
| ASAP Balanced Strategy | 7.44 | 7.21 |
| ACM Growth & Income 51 | 8.07 | 7.19 |
| Tocqueville Enhanced Income Composite | 8.07 | 7.06 |
Source: Morningstar Separate Account/CIT Fund Database
| Moderate Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| FEG Equity Portfolio | 22.65 | 21.59 |
| MCA Balanced Portfolios | 22.38 | 21.56 |
| Johnson Institutional Mgt Enhanced Index | 21.77 | 21.38 |
| Lazard Cap Alloc -Gbl Div 75/25 (TE) | 20.82 | 20.81 |
| WJA Equity Oriented (Balanced) Composite | 20.97 | 20.17 |
| C.J. Lawrence Balanced Strategy | 21.03 | 19.85 |
| Navellier Dynamic Libertas 30 | 20.12 | 19.34 |
| Herzfeld Balanced Closed-End | 20.06 | 19.00 |
| Horizon Hybrid Focused with Risk Assist | 18.85 | 18.77 |
| Janus Henderson Balanced | 19.21 | 18.64 |
Source: Morningstar Separate Account/CIT Fund Database
| Moderate Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Johnson Institutional Mgt Enhanced Index | 16.07 | 15.75 |
| Dodge & Cox Balanced Composite | 12.11 | 11.95 |
| Dorsey Wright Sys Reltv Strength Bal | 12.78 | 11.54 |
| MCA Balanced Portfolios | 12.31 | 11.52 |
| Invesco Equity and Income Composite | 11.94 | 11.27 |
| EIC Mid-Cap Value | 14.54 | 11.18 |
| UBS: U.S. Balanced Portfolio | 11.61 | 10.90 |
| C.J. Lawrence Balanced Strategy | 11.88 | 10.78 |
| Cumberland Total Return Balanced Port | 11.32 | 10.71 |
| ValueWorks Bal Comp | 12.22 | 10.69 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2011-2015 | 1 year gross return | 1 year net return |
|---|---|---|
| Sage Target Date 2015 Fund | 9.02 | 8.59 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2011-2015 | 5 year gross return | 5 year net return |
|---|---|---|
| Sage Target Date 2015 Fund | 5.04 | 4.63 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2016-2020 | 1 year gross return | 1 year net return |
|---|---|---|
| BCM DynamicBelay Balanced Growth (QDIA) | 9.16 | 7.61 |
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 | 12.51 | 12.06 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2021-2025 | 5 year gross return | 5 year net return |
|---|---|---|
| Sage Target Date 2025 Fund | 6.79 | 6.37 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2026-2030 | 1 year gross return | 1 year net return |
|---|---|---|
| BCM DynamicBelay Conservative Gro(QDIA) | 11.44 | 9.86 |
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 | 16.63 | 16.17 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2031-2035 | 5 year gross return | 5 year net return |
|---|---|---|
| Sage Target Date 2035 Fund | 8.33 | 7.91 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2036-2040 | 1 year gross return | 1 year net return |
|---|---|---|
| BCM DynamicBelay Moderate Growth (QDIA) | 13.73 | 12.12 |
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 | 19.03 | 18.56 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2041-2045 | 5 year gross return | 5 year net return |
|---|---|---|
| Sage Target Date 2045 Fund | 9.22 | 8.79 |
Source: Morningstar Separate Account/CIT Fund Database
| Retirement Income | 1 year gross return | 1 year net return |
|---|---|---|
| Nuveen-Sector Dividend Preferred | 15.93 | 15.36 |
| Horizon Hybrid Real Spend 7 | 14.37 | 14.29 |
| Horizon Hybrid Real Spend 6 | 13.73 | 13.65 |
| Horizon Hybrid Real Spend 5 | 13.05 | 12.97 |
| Horizon Real Spend 7 | 14.76 | 12.89 |
| Hancock Horizon Dividend Income | 13.26 | 12.37 |
| Horizon Real Spend 6 | 14.20 | 12.34 |
| Horizon Hybrid Real Spend 4 | 12.27 | 12.19 |
| PIMCO Retirement Income Model-Mod Gr | 12.18 | 12.18 |
| Windham Multi-Asset Income Portfolio | 12.31 | 11.99 |
Source: Morningstar Separate Account/CIT Fund Database
| Retirement Income | 5 year gross return | 5 year net return |
|---|---|---|
| Hancock Horizon Dividend Income | 12.59 | 11.70 |
| Beacon Dividend Income Composite | 10.58 | 9.17 |
| Nuveen-Sector Dividend Preferred | 9.14 | 8.17 |
| Texas Retirement Income Strategy | 9.81 | 8.11 |
| Horizon Real Spend 7 | 9.31 | 7.28 |
| Horizon Real Spend 5 | 8.94 | 6.91 |
| Horizon Real Spend 4 | 8.74 | 6.72 |
| Horizon Real Spend 6 | 7.99 | 5.98 |
| Morningstar Ret Inc Long-Range - TDA | 6.24 | 4.95 |
| Morningstar Ret Inc Long-Range - BNY | 6.30 | 4.71 |
