| Domestic Blend Equity | 1 year gross return | 1 year net return |
|---|---|---|
| BNY Mellon EB DO Large Cap Core | 56.16 | 56.56 |
| TCW New America Premier Equities | 39.51 | 38.46 |
| 4Thought Global Thematic Accumulation | 38.69 | 37.41 |
| The Boston Opportunistic Investor | 40.91 | 33.44 |
| State St Nasdaq-100 Indxˆ® NL Cl A | 27.48 | 32.94 |
| State St Nasdaq-100 Indxˆ® NL Cl C | 27.46 | 32.87 |
| 361 Large Cap Tax Aware Equity | 32.72 | 31.53 |
| 361 Large Cap Concentrated Equity | 32.28 | 31.52 |
| UBS: Global Sustainable Innovators | 34.18 | 31.48 |
| 361 Large Cap Concentrated Equity – Wrap | 32.70 | 31.18 |
Source: Morningstar Separate Account/CIT Fund Database
| Domestic Blend Equity | 5 year gross return | 5 year net return |
|---|---|---|
| State St Nasdaq-100 Indxˆ® NL Cl A | 20.01 | 20.64 |
| State St Nasdaq-100 Indxˆ® NL Cl C | 0.00 | 20.58 |
| BNY Mellon EB DO Large Cap Core | 20.70 | 19.90 |
| ZPR Fundamental Small Cap Value | 21.00 | 19.59 |
| BNY Mellon EB DV Dynamic U.S. Equity | 19.82 | 19.35 |
| Mellon Capital Dynamic U.S. Equity Comp | 19.81 | 19.23 |
| 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 |
| NB Nackenson SMA Strategy | 18.24 | 18.24 |
