Top performing managers by category: commingled accounts, 4th Quarter 2017


Large Blend1 year gross return1 year net return
BNY Mellon EB DO Large Cap Core56.1656.56
State St Nasdaq-100 Indxˆ® NL Cl A27.4832.94
State St Nasdaq-100 Indxˆ® NL Cl C27.4632.87
BNY Mellon EB DV Dynamic U.S. Equity28.5128.00
Fisher Investments U.S. Equity 326.5426.54
Blackrock Russ 1000 Alpha Tilts CF25.0725.07
Blackrock Alpha Tilts Fund CF24.5324.53
PanAgora US LgCp Stk Selector CF - I24.0923.35
PanAgora US LgCp Stk Selector CF - R24.0623.25
FIAM Quantitative Large Cap Core Pool23.6722.82
Source: Morningstar Separate Account/CIT Fund Database

Large Blend5 year gross return5 year net return
State St Nasdaq-100 Indxˆ® NL Cl A20.0120.64
State St Nasdaq-100 Indxˆ® NL Cl C0.0020.58
BNY Mellon EB DO Large Cap Core20.7019.90
BNY Mellon EB DV Dynamic U.S. Equity19.8219.35
QMA US Core Equity Fund17.2516.84
QMA US All Cap Core Equity Fund17.1116.71
Amalgamated Bank LongView Quant. LC CF16.9216.57
Blackrock Russ 1000 Alpha Tilts CF16.4416.44
Blackrock Alpha Tilts Fund CF16.3716.37
Amalgamated Bank LongView LC Qtv VEBA Fd16.7116.36
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend1 year gross return1 year net return
Blackrock Russ 3000 Alpha Tilts CF23.9023.90
Iridian Value Opportunity CIT B23.8522.93
Iridian Value Opportunity CIT A23.8222.83
Iridian Value Opportunity CIT C23.8022.57
Blackrock US Eq Mkt Fund CF21.1521.15
State St Russell Sm/Mid Cpˆ® Indx SL Cl I9.7318.29
Blackrock Extended Mkt Fund CF18.2618.26
BNY Mellon EB DL Mkt Completion18.2118.17
State St Russell Sm/Mid Cpˆ® Indx NL Cl A0.0018.16
Burgundy US Small/Mid Cap Fund17.8416.73
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend5 year gross return5 year net return
Amalgamated Bank Longview Qnt Mid Cap CF17.4616.83
QMA US Mid Cap Core Equity Fund17.0016.37
Blackrock Russ 3000 Alpha Tilts CF16.3216.32
BNY Mellon EB DL Mid Cap Stk Index16.0215.94
BNY Mellon EB DL Mid Cap Stk Index UC215.9815.89
Blackrock US Eq Mkt Fund CF15.6315.63
BNY Mellon EB DO Mid Cap Core16.0915.40
State St S&P MidCapˆ® Indx SL Cl I0.0015.05
State St S&P MidCapˆ® Indx NL Cl A0.0015.00
RhumbLine S&P 400 Mid-Cap Pooled Index14.9714.97
Source: Morningstar Separate Account/CIT Fund Database

Small Blend1 year gross return1 year net return
Wellington CIF II Small Cap Opps20.3819.37
RAM Small-Cap Trust19.9218.73
Rothschild U.S. Small/Mid-Cap Core Cl 218.4517.57
Rothschild U.S. Small/Mid-Cap Core Cl 118.4117.41
RAM Small/Mid-Cap Fund LLC18.1116.97
Rothschild U.S. Small-Cap Core CIT Fund16.8115.94
Rothschild U.S. Small-Cap Core CIT Cl 116.7415.76
State St Russell Sm Capˆ® Indx SL Cl I4.1414.94
Blackrock Russell 2000 Index Fund A14.7014.70
State St Russell Sm Capˆ® Indx NL Cl S0.0014.69
Source: Morningstar Separate Account/CIT Fund Database

Small Blend5 year gross return5 year net return
Wellington CIF II Small Cap Opps18.8517.89
RhumbLine S&P 600 Sm-Cap Pooled Index15.9815.98
Amalgamated Bank LongView 600 SC Idx CF15.9515.89
Victory Small Cap Value Collective Fund16.4015.19
Blackrock Russell 2000 Alpha Tilts Fd A15.0815.08
RAM Small-Cap Trust17.0815.05
Voya Small Cap Core Trust15.7814.92
RAM Small/Mid-Cap Fund LLC16.6914.74
State St US Sm Cap Enhanced SL Cl I0.0014.58
State St Russell Sm Capˆ® Indx SL Cl I14.5014.39
Source: Morningstar Separate Account/CIT Fund Database

Large Growth1 year gross return1 year net return
Wellington CIF II Growth S136.5435.68
TCW Concentrated Core Fund, Class B33.8232.96
Alger Capital Appreciation Series CF R132.9132.05
CastleArk Large Cap Growth 132.2631.60
UBS: US Equity Lrge Cap Select Growth CF33.6331.00
BNY Mellon Large Cap Growth SIF UC130.5930.56
American Century US Lg Cp Grwth Eq Tr 131.2930.54
State St Russell Lg Cap Grˆ® Indx SL Cl I0.0030.17
BlackRock Russell 1000ˆ® Growth R30.2030.14
State St Russell Lg Cap Grˆ® Indx NL Cl C3.6430.11
Source: Morningstar Separate Account/CIT Fund Database

Large Growth5 year gross return5 year net return
Wellington CIF II Growth S118.5917.93
State St Russell Lg Cap Grˆ® Indx SL Cl I0.0017.35
State St Russell Lg Cap Grˆ® Indx NL Cl C0.0017.29
Blackrock Eq Gr Fund CF16.9516.95
Wellington CIF US Research Equity17.2616.57
Voya Large Cap Growth Trust17.1016.47
FIAM U.S. Total Market Equity CF16.9816.41
Eaton Vance EB Large Cap Growth I17.0816.33
Wellington CIF II Diversified Growth S116.4615.84
Wellington CIF II Large Cap Research S116.4615.83
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth1 year gross return1 year net return
PGI CIT Mid-Cap Equity Fund A25.7525.75
PGI CIT Mid-Cap Equity Fund26.2525.51
Voya Mid Cap Growth Trust25.9825.11
Wellington CIF II Mid Cap Opportunity S225.3124.68
Wellington CIF II Mid Cap Opportunity S125.3124.50
The Boston US Small-Mid Cap Opp Val EB25.3024.19
Champlain Mid Cap Collective Fund 420.8620.80
Artisan Mid Cap Growth Trust Tier 121.7520.72
CastleArk Small Company Growth CIT21.3320.51
Champlain Mid Cap Collective Fund 520.7819.88
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth5 year gross return5 year net return
Wellington CIF II Mid Cap Opportunity S217.7317.17
Wellington CIF II Mid Cap Opportunity S117.7316.95
Champlain Mid Cap Fund, LLC17.6916.72
FIAM Small/Mid Cap Core Pool15.4414.70
BNY Mellon Market Completion Fund UC114.4214.34
Voya Mid Cap Growth Trust15.0314.24
PGI CIT Mid-Cap Equity Fund A0.000.00
PGI CIT Mid-Cap Equity Fund0.000.00
The Boston US Small-Mid Cap Opp Val EB0.000.00
Champlain Mid Cap Collective Fund 40.000.00
Source: Morningstar Separate Account/CIT Fund Database

Small Growth1 year gross return1 year net return
The Boston Small Cap Opp Val Eq Mgt CF25.8924.66
State St Russell Sm Capˆ® Gr Indx NL Cl A3.7721.93
State St Russell Sm Capˆ® Gr Indx NL Cl C-1.4521.88
Wellington CIF II Small Cap 2000 S121.0220.01
Frontegra Small Cap Core Fund20.3119.55
Voya Small Cap Growth Trust19.5318.59
FIAM Small Cap Core Class B15.5814.87
FIAM Small Cap Core Class O15.5314.82
FIAM Small Cap Core Class D15.5214.71
FIAM Small Cap Core Pool15.5414.63
Source: Morningstar Separate Account/CIT Fund Database

Small Growth5 year gross return5 year net return
Wellington CIF II Small Cap 2000 S117.8716.87
The Boston Small Cap Opp Val Eq Mgt CF17.1115.96
Frontegra Small Cap Core Fund16.4415.70
State St Russell Sm Capˆ® Gr Indx NL Cl A0.0015.15
FIAM Small Cap Core Class B15.8315.12
State St Russell Sm Capˆ® Gr Indx NL Cl C0.0015.11
Champlain Small Company Fund, LLC16.2315.10
FIAM Small Cap Core Class O15.8015.08
FIAM Small Cap Core Class D15.7914.99
FIAM Small Cap Core Pool15.7914.88
Source: Morningstar Separate Account/CIT Fund Database

Large Value1 year gross return1 year net return
Beutel Goodman American Equity Fund22.1721.45
Invesco US Quantitative Core Trust19.0020.79
LSV US Large Cap Value Equity Fund II0.0018.84
NBTC CIT - Value Equity Fund17.8717.87
Artisan Value Equity Trust17.0416.74
Allianz NFJ Dividend Value CIT17.1716.53
DePrince, Race & Zollo, Lg-Cap Val CIT16.7716.08
AB US Strategic Value - CIT V17.0616.02
QMA Value Equity CF16.4115.83
Blackrock Eq Val Fund CF15.4415.42
Source: Morningstar Separate Account/CIT Fund Database

Large Value5 year gross return5 year net return
Beutel Goodman American Equity Fund16.8916.20
AB US Strategic Value - CIT V16.6715.63
The Boston US Dynamic Large Cap Value CF16.2215.49
The Boston US Dynamic Large Cap Value EB16.1715.45
Macquarie Large Cap Value Trust (CIT 55)15.2214.63
QMA Value Equity CF15.0814.43
Wellington CIF II Research Value14.8714.31
Blackrock Russ 1000 Val Idx CF14.1314.13
State St Russell Lg Cp Valˆ® Indx SL Cl I0.0014.09
State St Russell Lg Cp Valˆ® Indx NL Cl C0.0014.04
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value1 year gross return1 year net return
WEDGE Mid Cap Value INSTL20.4719.57
WEDGE Mid Cap Value C18.6018.60
American Century US Mid Cap Value Eq Tr12.7312.03
Speece Thorson Value Fund8.997.97
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value5 year gross return5 year net return
American Century US Mid Cap Value Eq Tr16.3615.64
Speece Thorson Value Fund12.2611.20
WEDGE Mid Cap Value INSTL0.000.00
WEDGE Mid Cap Value C0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Small Value1 year gross return1 year net return
Brandywine Institutional Small Cap BIT15.9414.80
Brandywine Diversified Sm Cap Select BIT13.6412.75
PGI CIT SMID Cap Value Equity Fund12.3611.47
American Century US Small Cap Val Eq Tr11.6310.68
State St Russell Sm Cpˆ® Val Indx NL Cl A29.248.03
State St Russell Sm Cpˆ® Val Indx NL Cl C-6.007.99
Brandywine Diversified Small Cap GT7.476.63
Brandywine Diversified Small Cap BIT7.406.56
Source: Morningstar Separate Account/CIT Fund Database

Small Value5 year gross return5 year net return
Brandywine Diversified Sm Cap Select BIT16.3215.41
Brandywine Diversified Small Cap BIT16.3015.39
Brandywine Diversified Small Cap GT16.2015.29
PGI CIT SMID Cap Value Equity Fund15.8514.90
American Century US Small Cap Val Eq Tr15.1014.12
State St Russell Sm Cpˆ® Val Indx NL Cl A12.5513.00
State St Russell Sm Cpˆ® Val Indx NL Cl C0.0012.96
Brandywine Institutional Small Cap BIT11.8810.78
Source: Morningstar Separate Account/CIT Fund Database

Real Estate1 year gross return1 year net return
Washington Capital Mgt Real Estate Eq9.868.78
American Century U.S. Real Estate Sec Tr6.355.61
FIAM U.S. Real Estate Invest Tr CIT6.095.45
PIMCO RealEstatePLUS CIT I5.484.85
AEW Real Estate Securities Divers Trust4.864.21
Blackrock US Real Estate Sec Idx3.773.77
BNY Mellon REIT Index Fund Instl3.753.74
BNY Mellon REIT Index Fund UC13.773.67
Source: Morningstar Separate Account/CIT Fund Database

Real Estate5 year gross return5 year net return
Washington Capital Mgt Real Estate Eq12.1811.07
FIAM U.S. Real Estate Invest Tr CIT9.939.28
AEW Real Estate Securities Divers Trust9.909.22
Blackrock US Real Estate Sec Idx9.089.08
BNY Mellon REIT Index Fund UC18.948.82
American Century U.S. Real Estate Sec Tr0.000.00
PIMCO RealEstatePLUS CIT I0.000.00
BNY Mellon REIT Index Fund Instl0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Bank Loan1 year gross return1 year net return
Shenkman Capital Mgt High Yld Bank Loan4.113.53
Voya Senior Loan Trust3.673.31
Source: Morningstar Separate Account/CIT Fund Database

Bank Loan5 year gross return5 year net return
Voya Senior Loan Trust4.533.66
Shenkman Capital Mgt High Yld Bank Loan0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Small Value1 year gross return1 year net return
Brandywine Institutional Small Cap BIT15.9414.80
Brandywine Diversified Sm Cap Select BIT13.6412.75
PGI CIT SMID Cap Value Equity Fund12.3611.47
American Century US Small Cap Val Eq Tr11.6310.68
State St Russell Sm Cpˆ® Val Indx NL Cl A29.248.03
State St Russell Sm Cpˆ® Val Indx NL Cl C-6.007.99
Brandywine Diversified Small Cap GT7.476.63
Brandywine Diversified Small Cap BIT7.406.56
Source: Morningstar Separate Account/CIT Fund Database

Small Value5 year gross return5 year net return
Brandywine Diversified Sm Cap Select BIT16.3215.41
Brandywine Diversified Small Cap BIT16.3015.39
Brandywine Diversified Small Cap GT16.2015.29
PGI CIT SMID Cap Value Equity Fund15.8514.90
American Century US Small Cap Val Eq Tr15.1014.12
State St Russell Sm Cpˆ® Val Indx NL Cl A12.5513.00
State St Russell Sm Cpˆ® Val Indx NL Cl C0.0012.96
Brandywine Institutional Small Cap BIT11.8810.78
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value1 year gross return1 year net return
WEDGE Mid Cap Value INSTL20.4719.57
WEDGE Mid Cap Value C18.6018.60
American Century US Mid Cap Value Eq Tr12.7312.03
Speece Thorson Value Fund8.997.97
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value5 year gross return5 year net return
American Century US Mid Cap Value Eq Tr16.3615.64
Speece Thorson Value Fund12.2611.20
WEDGE Mid Cap Value INSTL0.000.00
WEDGE Mid Cap Value C0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Large Value1 year gross return1 year net return
Beutel Goodman American Equity Fund22.1721.45
Invesco US Quantitative Core Trust19.0020.79
LSV US Large Cap Value Equity Fund II0.0018.84
NBTC CIT - Value Equity Fund17.8717.87
Artisan Value Equity Trust17.0416.74
Allianz NFJ Dividend Value CIT17.1716.53
DePrince, Race & Zollo, Lg-Cap Val CIT16.7716.08
AB US Strategic Value - CIT V17.0616.02
QMA Value Equity CF16.4115.83
Blackrock Eq Val Fund CF15.4415.42
Source: Morningstar Separate Account/CIT Fund Database

Large Value5 year gross return5 year net return
Beutel Goodman American Equity Fund16.8916.20
AB US Strategic Value - CIT V16.6715.63
The Boston US Dynamic Large Cap Value CF16.2215.49
The Boston US Dynamic Large Cap Value EB16.1715.45
Macquarie Large Cap Value Trust (CIT 55)15.2214.63
QMA Value Equity CF15.0814.43
Wellington CIF II Research Value14.8714.31
Blackrock Russ 1000 Val Idx CF14.1314.13
State St Russell Lg Cp Valˆ® Indx SL Cl I0.0014.09
State St Russell Lg Cp Valˆ® Indx NL Cl C0.0014.04
Source: Morningstar Separate Account/CIT Fund Database

Small Growth1 year gross return1 year net return
The Boston Small Cap Opp Val Eq Mgt CF25.8924.66
State St Russell Sm Capˆ® Gr Indx NL Cl A3.7721.93
State St Russell Sm Capˆ® Gr Indx NL Cl C-1.4521.88
Wellington CIF II Small Cap 2000 S121.0220.01
Frontegra Small Cap Core Fund20.3119.55
Voya Small Cap Growth Trust19.5318.59
FIAM Small Cap Core Class B15.5814.87
FIAM Small Cap Core Class O15.5314.82
FIAM Small Cap Core Class D15.5214.71
FIAM Small Cap Core Pool15.5414.63
Source: Morningstar Separate Account/CIT Fund Database

Small Growth5 year gross return5 year net return
Wellington CIF II Small Cap 2000 S117.8716.87
The Boston Small Cap Opp Val Eq Mgt CF17.1115.96
Frontegra Small Cap Core Fund16.4415.70
State St Russell Sm Capˆ® Gr Indx NL Cl A0.0015.15
FIAM Small Cap Core Class B15.8315.12
State St Russell Sm Capˆ® Gr Indx NL Cl C0.0015.11
Champlain Small Company Fund, LLC16.2315.10
FIAM Small Cap Core Class O15.8015.08
FIAM Small Cap Core Class D15.7914.99
FIAM Small Cap Core Pool15.7914.88
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth1 year gross return1 year net return
PGI CIT Mid-Cap Equity Fund A25.7525.75
PGI CIT Mid-Cap Equity Fund26.2525.51
Voya Mid Cap Growth Trust25.9825.11
Wellington CIF II Mid Cap Opportunity S225.3124.68
Wellington CIF II Mid Cap Opportunity S125.3124.50
The Boston US Small-Mid Cap Opp Val EB25.3024.19
Champlain Mid Cap Collective Fund 420.8620.80
Artisan Mid Cap Growth Trust Tier 121.7520.72
CastleArk Small Company Growth CIT21.3320.51
Champlain Mid Cap Collective Fund 520.7819.88
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth5 year gross return5 year net return
Wellington CIF II Mid Cap Opportunity S217.7317.17
Wellington CIF II Mid Cap Opportunity S117.7316.95
Champlain Mid Cap Fund, LLC17.6916.72
FIAM Small/Mid Cap Core Pool15.4414.70
BNY Mellon Market Completion Fund UC114.4214.34
Voya Mid Cap Growth Trust15.0314.24
PGI CIT Mid-Cap Equity Fund A0.000.00
PGI CIT Mid-Cap Equity Fund0.000.00
The Boston US Small-Mid Cap Opp Val EB0.000.00
Champlain Mid Cap Collective Fund 40.000.00
Source: Morningstar Separate Account/CIT Fund Database

Large Growth1 year gross return1 year net return
Wellington CIF II Growth S136.5435.68
TCW Concentrated Core Fund, Class B33.8232.96
Alger Capital Appreciation Series CF R132.9132.05
CastleArk Large Cap Growth 132.2631.60
UBS: US Equity Lrge Cap Select Growth CF33.6331.00
BNY Mellon Large Cap Growth SIF UC130.5930.56
American Century US Lg Cp Grwth Eq Tr 131.2930.54
State St Russell Lg Cap Grˆ® Indx SL Cl I0.0030.17
BlackRock Russell 1000ˆ® Growth R30.2030.14
State St Russell Lg Cap Grˆ® Indx NL Cl C3.6430.11
Source: Morningstar Separate Account/CIT Fund Database

Large Growth5 year gross return5 year net return
Wellington CIF II Growth S118.5917.93
State St Russell Lg Cap Grˆ® Indx SL Cl I0.0017.35
State St Russell Lg Cap Grˆ® Indx NL Cl C0.0017.29
Blackrock Eq Gr Fund CF16.9516.95
Wellington CIF US Research Equity17.2616.57
Voya Large Cap Growth Trust17.1016.47
FIAM U.S. Total Market Equity CF16.9816.41
Eaton Vance EB Large Cap Growth I17.0816.33
Wellington CIF II Diversified Growth S116.4615.84
Wellington CIF II Large Cap Research S116.4615.83
Source: Morningstar Separate Account/CIT Fund Database

Small Blend1 year gross return1 year net return
Wellington CIF II Small Cap Opps20.3819.37
RAM Small-Cap Trust19.9218.73
Rothschild U.S. Small/Mid-Cap Core Cl 218.4517.57
Rothschild U.S. Small/Mid-Cap Core Cl 118.4117.41
RAM Small/Mid-Cap Fund LLC18.1116.97
Rothschild U.S. Small-Cap Core CIT Fund16.8115.94
Rothschild U.S. Small-Cap Core CIT Cl 116.7415.76
State St Russell Sm Capˆ® Indx SL Cl I4.1414.94
Blackrock Russell 2000 Index Fund A14.7014.70
State St Russell Sm Capˆ® Indx NL Cl S0.0014.69
Source: Morningstar Separate Account/CIT Fund Database

Small Blend5 year gross return5 year net return
Wellington CIF II Small Cap Opps18.8517.89
RhumbLine S&P 600 Sm-Cap Pooled Index15.9815.98
Amalgamated Bank LongView 600 SC Idx CF15.9515.89
Victory Small Cap Value Collective Fund16.4015.19
Blackrock Russell 2000 Alpha Tilts Fd A15.0815.08
RAM Small-Cap Trust17.0815.05
Voya Small Cap Core Trust15.7814.92
RAM Small/Mid-Cap Fund LLC16.6914.74
State St US Sm Cap Enhanced SL Cl I0.0014.58
State St Russell Sm Capˆ® Indx SL Cl I14.5014.39
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend1 year gross return1 year net return
Blackrock Russ 3000 Alpha Tilts CF23.9023.90
Iridian Value Opportunity CIT B23.8522.93
Iridian Value Opportunity CIT A23.8222.83
Iridian Value Opportunity CIT C23.8022.57
Blackrock US Eq Mkt Fund CF21.1521.15
State St Russell Sm/Mid Cpˆ® Indx SL Cl I9.7318.29
Blackrock Extended Mkt Fund CF18.2618.26
BNY Mellon EB DL Mkt Completion18.2118.17
State St Russell Sm/Mid Cpˆ® Indx NL Cl A0.0018.16
Burgundy US Small/Mid Cap Fund17.8416.73
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend5 year gross return5 year net return
Amalgamated Bank Longview Qnt Mid Cap CF17.4616.83
QMA US Mid Cap Core Equity Fund17.0016.37
Blackrock Russ 3000 Alpha Tilts CF16.3216.32
BNY Mellon EB DL Mid Cap Stk Index16.0215.94
BNY Mellon EB DL Mid Cap Stk Index UC215.9815.89
Blackrock US Eq Mkt Fund CF15.6315.63
BNY Mellon EB DO Mid Cap Core16.0915.40
State St S&P MidCapˆ® Indx SL Cl I0.0015.05
State St S&P MidCapˆ® Indx NL Cl A0.0015.00
RhumbLine S&P 400 Mid-Cap Pooled Index14.9714.97
Source: Morningstar Separate Account/CIT Fund Database

Large Blend1 year gross return1 year net return
BNY Mellon EB DO Large Cap Core56.1656.56
State St Nasdaq-100 Indxˆ® NL Cl A27.4832.94
State St Nasdaq-100 Indxˆ® NL Cl C27.4632.87
BNY Mellon EB DV Dynamic U.S. Equity28.5128.00
Fisher Investments U.S. Equity 326.5426.54
Blackrock Russ 1000 Alpha Tilts CF25.0725.07
Blackrock Alpha Tilts Fund CF24.5324.53
PanAgora US LgCp Stk Selector CF - I24.0923.35
PanAgora US LgCp Stk Selector CF - R24.0623.25
FIAM Quantitative Large Cap Core Pool23.6722.82
Source: Morningstar Separate Account/CIT Fund Database

Large Blend5 year gross return5 year net return
State St Nasdaq-100 Indxˆ® NL Cl A20.0120.64
State St Nasdaq-100 Indxˆ® NL Cl C0.0020.58
BNY Mellon EB DO Large Cap Core20.7019.90
BNY Mellon EB DV Dynamic U.S. Equity19.8219.35
QMA US Core Equity Fund17.2516.84
QMA US All Cap Core Equity Fund17.1116.71
Amalgamated Bank LongView Quant. LC CF16.9216.57
Blackrock Russ 1000 Alpha Tilts CF16.4416.44
Blackrock Alpha Tilts Fund CF16.3716.37
Amalgamated Bank LongView LC Qtv VEBA Fd16.7116.36
Source: Morningstar Separate Account/CIT Fund Database

World Stock1 year gross return1 year net return
Johnston Global Equity Group Trust36.5835.74
Artisan Global Equity Trust, Tier 233.2433.04
Artisan Global Opportunity Trust, Tier 232.8532.74
Artisan Global Equity Trust, Tier 133.1131.98
Artisan Global Opportunity Trust, Tier 332.7931.80
Artisan Global Opportunity Trust, Tier 132.8231.69
American Century Glbl Grwth Eq Tr Tier 229.4128.66
Beutel Goodman Global Equity Fund28.9928.07
Manning & Napier Global Equity CIT CL Z28.0228.02
Fisher Investments All World Equity 326.1126.11
Source: Morningstar Separate Account/CIT Fund Database

World Stock5 year gross return5 year net return
Johnston Global Equity Group Trust15.6814.96
Thornburg Global Equity Income Fund CIT15.5614.81
Artisan Global Opportunity Trust, Tier 314.9714.11
Artisan Global Opportunity Trust, Tier 114.9613.99
Wellington CIF Global Research Equity13.9613.12
Brandywine Quant Global Value Eq BIT12.9611.91
Wellington CIF Unconstrained Themes12.7111.61
Manning & Napier Global Equity CIT CL Z11.5211.52
Wellington CIF II Global Equities11.5711.29
Wellington CIF Global Contrarian Equity12.0111.02
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Value1 year gross return1 year net return
Beutel Goodman International Equity Fund31.2930.36
The Boston International CF29.6028.59
Pictet International Equity Fund LLC29.0527.98
LongView Intl. Value Eq Coll Fund27.3926.46
LSV Asset Mgt Intl Lg Cap Val Eq Trust26.5625.67
Invesco International Equity Trust17.5324.68
Macquarie Intl Value Equity (CIT 70)24.1623.29
Allianz NFJ International Value CIT24.1123.12
Mondrian All Countries World ex-US CIT16.6022.18
Mondrian International Equity CIT22.0221.95
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Value5 year gross return5 year net return
LSV Asset Mgt Intl Lg Cap Val Eq Trust10.179.38
The Boston International CF10.079.18
Pictet International Equity Fund LLC9.878.95
Macquarie Intl Value Equity (CIT 70)9.028.26
LongView Intl. Value Eq Coll Fund8.297.51
Invesco International Equity Trust8.797.43
Beutel Goodman International Equity Fund5.174.40
Allianz NFJ International Value CIT2.731.92
Mondrian All Countries World ex-US CIT0.000.00
Mondrian International Equity CIT0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Blend1 year gross return1 year net return
Gryphon International EAFE Growth Fd-CIT32.7731.80
EARNEST Partners Intl31.6030.48
Blackrock Intl Alpha Tilt CF29.8129.81
PGI CIT Diversified International Eq Fd30.0629.11
State St Gbl All Cp Eq ex-US Idx NL Cl A0.0028.19
State St Gbl Eq ex US Indx SL Cl I0.0027.59
State St Gbl Eq ex US Indx NL Cl A5.0327.56
BNY Mellon EB DL ACWI ex-US27.7127.56
BNY Mellon ACWI ex-U.S. Fund Instl27.5527.52
BNY Mellon ACWI ex-U.S. Fund UC127.5827.44
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Blend5 year gross return5 year net return
Blackrock Curr Hedged EAFE Idx CF12.0712.07
Blackrock Intl Alpha Tilt CF11.2011.20
AQR International Equity World ex US9.678.96
PGI CIT Diversified International Eq Fd9.758.94
QMA International Core Equity Fund9.378.77
Gryphon International EAFE Growth Fd-CIT9.458.63
BNY Mellon EB DL Intl Stk Index8.498.39
Blackrock EAFE Eq Idx Fund CF8.278.27
BNY Mellon EB DV Intl Stk Index8.268.14
BNY Mellon EB DL MVP Intl Stk Index8.198.12
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Growth1 year gross return1 year net return
Johnston Intl Equity Group Trust38.2437.37
Capital Group Intl All Countries Eq DB38.2437.30
Capital Group Intl All Countries Eq DC-T38.0937.15
MFSˆ® Heritage International Growth 0234.3233.81
Artisan International Growth Trust - T232.5732.44
Artisan International Growth Trust - T332.5531.50
Artisan International Growth Trust - T132.5331.35
Vontobel International Equity CIT32.1631.30
Capital Group Int'l Equity DB Fund32.1431.23
Capital Group Int’l Equity DC Unit T32.0631.16
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Growth5 year gross return5 year net return
Johnston Intl Equity Group Trust10.9410.18
Capital Group Intl All Countries Eq DB9.648.83
MFSˆ® Heritage International Growth 029.248.83
Capital Group Intl All Countries Eq DC-T9.558.79
William Blair International Growth CIT9.178.33
Capital Group Int'l Equity DB Fund9.078.27
Capital Group Int’l Equity DC Unit T9.038.27
Fisher Investments All Foreign Equity8.637.76
Artisan International Growth Trust - T18.697.72
Vontobel International Equity CIT7.877.19
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Value1 year gross return1 year net return
Templeton International Smaller Co CF35.0434.10
Segall B & H Intl Sml Cap Founders31.6230.50
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Value5 year gross return5 year net return
Templeton International Smaller Co CF11.1210.35
Segall B & H Intl Sml Cap Founders0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Growth1 year gross return1 year net return
Rainier International Small Cap Equity43.7942.71
Rainier Small Cap International Equity L43.8042.56
Rainier Small Cap International Equity A43.7142.21
FIAM Concentrated Intl Small Cap CIT31.4330.28
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Growth5 year gross return5 year net return
Rainier International Small Cap Equity17.3316.43
FIAM Concentrated Intl Small Cap CIT12.8711.87
Rainier Small Cap International Equity L0.000.00
Rainier Small Cap International Equity A0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Europe Stock1 year gross return1 year net return
FIAM Europe Growth Pool23.8823.03
Source: Morningstar Separate Account/CIT Fund Database

Europe Stock5 year gross return5 year net return
FIAM Europe Growth Pool6.876.13
Source: Morningstar Separate Account/CIT Fund Database

Diversified Emerging Mkts1 year gross return1 year net return
William Emerging Markets Growth CIT50.7949.34
FIAM Select Emerging Markets Class A45.7044.71
Fisher Investments Emerging Markets Eq 339.8539.85
Templeton Intl Emg Mkt CF40.0338.65
Fisher Investments Emerging Markets Eq 239.8938.57
Fisher Investments Emerging Markets Eq 139.8438.38
Trilogy Emerging Markets Fund39.7638.36
QMA Emerging Markets Core Equity Fund38.8637.98
State St Emg Mkts Indx NL Cl A0.0037.36
Blackrock MSCI Emg Mrkt Free Idx37.1437.14
Source: Morningstar Separate Account/CIT Fund Database

Diversified Emerging Mkts5 year gross return5 year net return
FIAM Select Emerging Markets Class A8.047.29
William Emerging Markets Growth CIT7.766.69
State St Actv Emg Mkts NL Cl A0.004.26
LSV Asset Mgt Emg Mkts Val Eq Fund LP5.094.08
State St Emg Mkts Indx NL Cl A0.004.05
Templeton Intl Emg Mkt CF5.224.04
The Boston Emerging Markets Equity CF4.783.67
Parametric Emerging Markets Equity (CIT)4.203.59
EARNEST Partners Emerging Markets Fund4.583.54
QMA Emerging Markets Core Equity Fund3.963.28
Source: Morningstar Separate Account/CIT Fund Database

Global Real Estate1 year gross return1 year net return
Blackrock Ex-US Real Estate Idx20.6520.65
PGI CIT Global Property Securities Fund15.9215.12
RREEF Global Real Estate Sec Cmgld Fund12.6212.54
RREEF Global Real Estate Sec CF-A11.7211.72
AEW Gl Property Secs Master Tr-DC Plan B11.9011.43
AEW Gl Property Secs Master Tr-DC Plan A11.9011.37
Invesco Global REITs Trust0.8110.93
Voya Global Real Estate11.6610.64
Source: Morningstar Separate Account/CIT Fund Database

Global Real Estate5 year gross return5 year net return
PGI CIT Global Property Securities Fund8.537.78
RREEF Global Real Estate Sec Cmgld Fund7.637.62
AEW Gl Property Secs Master Tr-DC Plan A7.877.36
RREEF Global Real Estate Sec CF-A6.846.84
Invesco Global REITs Trust7.236.04
Voya Global Real Estate5.995.14
Blackrock Ex-US Real Estate Idx0.000.00
AEW Gl Property Secs Master Tr-DC Plan B0.000.00
Source: Morningstar Separate Account/CIT Fund Database

World Bond1 year gross return1 year net return
Brandywine Global Opportun Fxd BGIMT13.3912.78
Brandywine Intl Opportunistic Fxd BIT13.3912.77
Brandywine International Fixed Inc BIT12.6111.99
Brandywine Global Fixed Income GT12.4211.81
Brandywine Global Fixed Income BGIMT12.1111.60
Brandywine Global Fixed Income BIT12.1011.50
PIMCO Global Advantage Strategy CIT II7.586.96
PIMCO Global Advantage Strategy III CIT7.616.85
Franklin Templeton Global Bond Plus (CF)2.511.98
Source: Morningstar Separate Account/CIT Fund Database

World Bond5 year gross return5 year net return
Brandywine Global Opportun Fxd BGIMT2.712.15
Franklin Templeton Global Bond Plus (CF)2.151.64
Brandywine Intl Opportunistic Fxd BIT2.141.58
Brandywine Global Fixed Income BIT1.881.33
Brandywine Global Fixed Income GT1.831.28
Brandywine Global Fixed Income BGIMT1.651.20
Brandywine International Fixed Inc BIT1.190.63
PIMCO Global Advantage Strategy CIT II1.180.61
PIMCO Global Advantage Strategy III CIT1.190.48
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond1 year gross return1 year net return
DDJ Total Return Credit I Composite13.4612.00
Capital Group Global High Yield FI DB Fd11.1010.33
Loomis Sayles HYCSV CIT8.978.43
Wellington CIF II High Yield Bond S18.588.13
Fort Washington High Yield Fixed Inc CF7.877.87
BNY Mellon EB DV High Yield Beta Fund7.907.62
Shenkman Capital Four Pts Multi-Strat Fd8.327.44
FIAM High Yield Core Institutional CF7.697.16
Eaton Vance EB High Yield I7.056.56
Shenkman Capital Mgt Primus HighYield CF7.156.25
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond5 year gross return5 year net return
DDJ Total Return Credit I Composite9.377.94
Eaton Vance EB High Yield I6.505.97
BNY Mellon EB DV High Yield Beta Fund6.015.74
Wellington CIF II High Yield Bond S15.835.40
FIAM High Yield Core Institutional CF5.605.08
Fort Washington High Yield Fixed Inc CF5.004.89
Capital Group Global High Yield FI DB Fd4.363.63
Loomis Sayles HYCSV CIT0.000.00
Shenkman Capital Four Pts Multi-Strat Fd0.000.00
Shenkman Capital Mgt Primus HighYield CF0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government1 year gross return1 year net return
Diversified Ret Interm Govt/Credit Tr0.502.42
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government5 year gross return5 year net return
Diversified Ret Interm Govt/Credit Tr1.611.29
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond1 year gross return1 year net return
Loomis Sayles CPFD CIT6.586.10
PGI CIT Commercial Mort Backed Sec Fd6.025.54
Macquarie Diversified Income (CIT 40)5.865.46
Wellington CIF II Core Bond Plus5.395.37
Macquarie Diversified Income (CIT 45)5.795.34
Wellington CIF II Core Bond Plus S10.005.04
FIAM Core Plus Class F5.154.89
Voya Core Plus Trust5.154.83
FIAM Core Plus Pool5.134.82
FIAM Core Plus Class E5.124.80
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond5 year gross return5 year net return
Loomis Sayles CPFD CIT4.003.53
FIAM Core Plus Class F3.423.17
FIAM Core Plus Class E3.423.11
FIAM Core Plus Pool3.413.10
FIAM Core Plus Class K3.413.10
Voya Core Plus Trust3.363.05
Wellington CIF II Core Bond S13.122.84
Wellington CIF II Core Bond Plus2.982.83
Macquarie Diversified Income (CIT 45)2.902.46
PGI CIT Core Plus Bond Fund2.802.45
Source: Morningstar Separate Account/CIT Fund Database

Short Government1 year gross return1 year net return
Smith Breeden High Credit Qual Short Dur1.381.01
Blackrock 1-3 Yr Govt Bond Idx CF0.650.65
Source: Morningstar Separate Account/CIT Fund Database

Short Government5 year gross return5 year net return
Smith Breeden High Credit Qual Short Dur1.220.83
Blackrock 1-3 Yr Govt Bond Idx CF0.740.74
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond1 year gross return1 year net return
Fisher Investments U.S. Fixed Income 34.884.88
Washington Capital Mgt Mortgage Inc CF5.154.47
Voya Short Duration High Quality Trust1.701.46
FIAM Short Duration Pool1.431.23
BNY Mellon 1-3 Yr Govt/Credit Id Fd UC10.770.68
Amalgamated Ultra Construction Loan-1.60-2.58
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond5 year gross return5 year net return
Amalgamated Ultra Construction Loan6.345.29
Washington Capital Mgt Mortgage Inc CF5.074.39
Voya Short Duration High Quality Trust1.361.65
FIAM Short Duration Pool1.331.09
BNY Mellon 1-3 Yr Govt/Credit Id Fd UC10.760.68
Fisher Investments U.S. Fixed Income 30.000.00
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond1 year gross return1 year net return
FIAM Leveraged Loan Pool4.744.22
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond5 year gross return5 year net return
FIAM Leveraged Loan Pool4.964.43
Source: Morningstar Separate Account/CIT Fund Database

Long Government1 year gross return1 year net return
FIAM Long U.S. Treasury STRIPS - Pool13.9213.75
Blackrock 20+ Treas Bond Idx CF9.249.24
Blackrock Long Govt Bond Idx Fund CF8.808.80
State St US Lg Gov Bnd Indx SL Cl I-6.438.60
BNY Mellon EB LT Govt Bond Index8.598.52
Source: Morningstar Separate Account/CIT Fund Database

Long Government5 year gross return5 year net return
Blackrock 20+ Treas Bond Idx CF3.733.73
State St US Lg Gov Bnd Indx SL Cl I0.003.51
BNY Mellon EB LT Govt Bond Index3.523.46
Blackrock Long Govt Bond Idx Fund CF2.602.60
FIAM Long U.S. Treasury STRIPS - Pool0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond1 year gross return1 year net return
FIAM Long Corporate Pool12.6212.34
Blackrock Long Corp Bond Idx CF12.3312.33
BNY Mellon EB LT Credit Bond Index12.3212.26
FIAM Long Duration CIT11.1310.86
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond5 year gross return5 year net return
FIAM Long Corporate Pool5.555.29
BNY Mellon EB LT Credit Bond Index5.185.13
FIAM Long Duration CIT4.774.51
Blackrock Long Corp Bond Idx CF0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond1 year gross return1 year net return
Loomis Sayles MSFD CIT8.768.15
Pioneer Multi-Sector F/I - T35.825.63
Pioneer Multi-Sector F/I - T25.905.43
Blackrock CoreActive Bond Fund4.194.19
FIAM Broad Market Duration Pool4.274.01
FIAM U.S. Aggregate Bond Index - Pool3.493.40
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond5 year gross return5 year net return
Pioneer Multi-Sector F/I - T33.933.74
FIAM Broad Market Duration Pool2.832.58
Blackrock CoreActive Bond Fund2.512.51
FIAM U.S. Aggregate Bond Index - Pool2.091.97
Loomis Sayles MSFD CIT0.000.00
Pioneer Multi-Sector F/I - T20.000.00
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond1 year gross return1 year net return
DDJ Total Return Credit I Composite13.4612.00
Capital Group Global High Yield FI DB Fd11.1010.33
Loomis Sayles HYCSV CIT8.978.43
Wellington CIF II High Yield Bond S18.588.13
Fort Washington High Yield Fixed Inc CF7.877.87
BNY Mellon EB DV High Yield Beta Fund7.907.62
Shenkman Capital Four Pts Multi-Strat Fd8.327.44
FIAM High Yield Core Institutional CF7.697.16
Eaton Vance EB High Yield I7.056.56
Shenkman Capital Mgt Primus HighYield CF7.156.25
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond5 year gross return5 year net return
DDJ Total Return Credit I Composite9.377.94
Eaton Vance EB High Yield I6.505.97
BNY Mellon EB DV High Yield Beta Fund6.015.74
Wellington CIF II High Yield Bond S15.835.40
FIAM High Yield Core Institutional CF5.605.08
Fort Washington High Yield Fixed Inc CF5.004.89
Capital Group Global High Yield FI DB Fd4.363.63
Loomis Sayles HYCSV CIT0.000.00
Shenkman Capital Four Pts Multi-Strat Fd0.000.00
Shenkman Capital Mgt Primus HighYield CF0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government1 year gross return1 year net return
Diversified Ret Interm Govt/Credit Tr0.502.42
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government5 year gross return5 year net return
Diversified Ret Interm Govt/Credit Tr1.611.29
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond1 year gross return1 year net return
Loomis Sayles CPFD CIT6.586.10
PGI CIT Commercial Mort Backed Sec Fd6.025.54
Macquarie Diversified Income (CIT 40)5.865.46
Wellington CIF II Core Bond Plus5.395.37
Macquarie Diversified Income (CIT 45)5.795.34
Wellington CIF II Core Bond Plus S10.005.04
FIAM Core Plus Class F5.154.89
Voya Core Plus Trust5.154.83
FIAM Core Plus Pool5.134.82
FIAM Core Plus Class E5.124.80
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond5 year gross return5 year net return
Loomis Sayles CPFD CIT4.003.53
FIAM Core Plus Class F3.423.17
FIAM Core Plus Class E3.423.11
FIAM Core Plus Pool3.413.10
FIAM Core Plus Class K3.413.10
Voya Core Plus Trust3.363.05
Wellington CIF II Core Bond S13.122.84
Wellington CIF II Core Bond Plus2.982.83
Macquarie Diversified Income (CIT 45)2.902.46
PGI CIT Core Plus Bond Fund2.802.45
Source: Morningstar Separate Account/CIT Fund Database

Short Government1 year gross return1 year net return
Smith Breeden High Credit Qual Short Dur1.381.01
Blackrock 1-3 Yr Govt Bond Idx CF0.650.65
Source: Morningstar Separate Account/CIT Fund Database

Short Government5 year gross return5 year net return
Smith Breeden High Credit Qual Short Dur1.220.83
Blackrock 1-3 Yr Govt Bond Idx CF0.740.74
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond1 year gross return1 year net return
Fisher Investments U.S. Fixed Income 34.884.88
Washington Capital Mgt Mortgage Inc CF5.154.47
Voya Short Duration High Quality Trust1.701.46
FIAM Short Duration Pool1.431.23
BNY Mellon 1-3 Yr Govt/Credit Id Fd UC10.770.68
Amalgamated Ultra Construction Loan-1.60-2.58
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond5 year gross return5 year net return
Amalgamated Ultra Construction Loan6.345.29
Washington Capital Mgt Mortgage Inc CF5.074.39
Voya Short Duration High Quality Trust1.361.65
FIAM Short Duration Pool1.331.09
BNY Mellon 1-3 Yr Govt/Credit Id Fd UC10.760.68
Fisher Investments U.S. Fixed Income 30.000.00
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond1 year gross return1 year net return
FIAM Leveraged Loan Pool4.744.22
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond5 year gross return5 year net return
FIAM Leveraged Loan Pool4.964.43
Source: Morningstar Separate Account/CIT Fund Database

Long Government1 year gross return1 year net return
FIAM Long U.S. Treasury STRIPS - Pool13.9213.75
Blackrock 20+ Treas Bond Idx CF9.249.24
Blackrock Long Govt Bond Idx Fund CF8.808.80
State St US Lg Gov Bnd Indx SL Cl I-6.438.60
BNY Mellon EB LT Govt Bond Index8.598.52
Source: Morningstar Separate Account/CIT Fund Database

Long Government5 year gross return5 year net return
Blackrock 20+ Treas Bond Idx CF3.733.73
State St US Lg Gov Bnd Indx SL Cl I0.003.51
BNY Mellon EB LT Govt Bond Index3.523.46
Blackrock Long Govt Bond Idx Fund CF2.602.60
FIAM Long U.S. Treasury STRIPS - Pool0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond1 year gross return1 year net return
FIAM Long Corporate Pool12.6212.34
Blackrock Long Corp Bond Idx CF12.3312.33
BNY Mellon EB LT Credit Bond Index12.3212.26
FIAM Long Duration CIT11.1310.86
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond5 year gross return5 year net return
FIAM Long Corporate Pool5.555.29
BNY Mellon EB LT Credit Bond Index5.185.13
FIAM Long Duration CIT4.774.51
Blackrock Long Corp Bond Idx CF0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond1 year gross return1 year net return
Loomis Sayles MSFD CIT8.768.15
Pioneer Multi-Sector F/I - T35.825.63
Pioneer Multi-Sector F/I - T25.905.43
Blackrock CoreActive Bond Fund4.194.19
FIAM Broad Market Duration Pool4.274.01
FIAM U.S. Aggregate Bond Index - Pool3.493.40
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond5 year gross return5 year net return
Pioneer Multi-Sector F/I - T33.933.74
FIAM Broad Market Duration Pool2.832.58
Blackrock CoreActive Bond Fund2.512.51
FIAM U.S. Aggregate Bond Index - Pool2.091.97
Loomis Sayles MSFD CIT0.000.00
Pioneer Multi-Sector F/I - T20.000.00
Source: Morningstar Separate Account/CIT Fund Database

Inflation-Protected Bond1 year gross return1 year net return
PIMCO Real Return Strategy Fund4.203.68
PIMCO Real Return Collective Trust II3.823.37
U.S. Treasury Inflation Prot Sec Fund F3.233.23
BNY Mellon TIPS Index Fund UC13.093.00
State St US Infl Protct Bnd Indx NL Cl A3.003.00
Wellington CIF II TIPS S12.732.25
FIAM Inter Infla-Pro Bond Index - Pool1.951.86
Source: Morningstar Separate Account/CIT Fund Database

Inflation-Protected Bond5 year gross return5 year net return
U.S. Treasury Inflation Prot Sec Fund F0.250.25
State St US Infl Protct Bnd Indx NL Cl A0.000.11
Wellington CIF II TIPS S10.300.09
BNY Mellon TIPS Index Fund UC10.100.03
FIAM Inter Infla-Pro Bond Index - Pool0.09-0.01
PIMCO Real Return Strategy Fund0.43-0.07
PIMCO Real Return Collective Trust II0.09-0.35
Source: Morningstar Separate Account/CIT Fund Database

Stable Value1 year gross return1 year net return
Putnam Stable Value Fund: Gross2.202.12
Putnam Stable Value Fund: 15bps2.202.05
IBEW NECA Stable Value Tr Bas Category2.082.05
Putnam Stable Value Fund: 20bps2.202.00
Galliard Managed Income Fund2.291.97
Putnam Stable Value Fund: 25bps2.201.95
Putnam Stable Value Fund: 30bps2.201.89
Invesco Stable Value Retirement Fund CL11.921.88
Putnam Stable Value Fund: 35bps2.201.84
Invesco Stable Value Retirement Fund CL21.911.84
Source: Morningstar Separate Account/CIT Fund Database

Stable Value5 year gross return5 year net return
Galliard Managed Income Fund2.352.03
Putnam Stable Value Fund: Gross2.022.00
IBEW NECA Stable Value Tr Bas Category2.031.92
Putnam Stable Value Fund: 15bps2.021.87
Putnam Stable Value Fund: 20bps2.021.82
Putnam Stable Value Fund: 25bps2.021.77
Putnam Stable Value Fund: 30bps2.021.71
IBEW NECA Stable Value Trust Premier Cl2.021.67
Putnam Stable Value Fund: 35bps2.021.66
Invesco Stable Value Retirement Fund CL11.661.58
Source: Morningstar Separate Account/CIT Fund Database

Convertibles1 year gross return1 year net return
Shenkman Capital Mgt Gamma Convert Fund9.888.99
Source: Morningstar Separate Account/CIT Fund Database

Convertibles5 year gross return5 year net return
Shenkman Capital Mgt Gamma Convert Fund6.215.36
Source: Morningstar Separate Account/CIT Fund Database

Emerging Markets Bond1 year gross return1 year net return
Capital Group EM Debt (Broad) DB Fund14.3113.64
Capital Group EM Debt (Broad) DC Unit T14.1513.47
TCW Emerging Markets Fixed Income Cl D12.9212.03
FIAM Emerging Market Debt Pool10.609.89
Source: Morningstar Separate Account/CIT Fund Database

Emerging Markets Bond5 year gross return5 year net return
FIAM Emerging Market Debt Pool5.354.67
TCW Emerging Markets Fixed Income Cl D4.543.72
Capital Group EM Debt (Broad) DB Fund2.001.38
Capital Group EM Debt (Broad) DC Unit T1.901.29
Source: Morningstar Separate Account/CIT Fund Database

World Allocation1 year gross return1 year net return
Wellington Opportunistic Investment18.7117.45
Capital Group Absolute Income Grower DB16.4915.68
Invesco Balanced Risk Allocation Trust I4.7210.29
State St Real Asset NL Cl A0.008.80
State St Real Asset NL Cl C11.748.62
Wellington CIF II Divers Inflation Hg S18.367.38
PIMCO Diversified Real Asset CIT4.343.80
Source: Morningstar Separate Account/CIT Fund Database

World Allocation5 year gross return5 year net return
Capital Group Absolute Income Grower DB8.147.39
Wellington Opportunistic Investment7.946.81
State St Real Asset NL Cl A0.000.27
PIMCO Diversified Real Asset CIT0.650.13
State St Real Asset NL Cl C0.000.10
Wellington CIF II Divers Inflation Hg S1-2.02-2.92
Invesco Balanced Risk Allocation Trust I0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Conservative Allocation1 year gross return1 year net return
Manning & Napier Pro-Mix Modrte Term S12.5011.49
Manning & Napier Pro-Mix Consrv Term S9.949.01
Wellington CIF II Balanced Real Asset S17.016.52
Source: Morningstar Separate Account/CIT Fund Database

Conservative Allocation5 year gross return5 year net return
Manning & Napier Pro-Mix Modrte Term S6.225.27
Manning & Napier Pro-Mix Consrv Term S5.104.21
Wellington CIF II Balanced Real Asset S1-1.13-1.74
Source: Morningstar Separate Account/CIT Fund Database

Moderate Allocation1 year gross return1 year net return
Manning & Napier Pro-Mix Extend Term S15.6214.58
Source: Morningstar Separate Account/CIT Fund Database

Moderate Allocation5 year gross return5 year net return
Manning & Napier Pro-Mix Extend Term S7.676.70
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2000-20101 year gross return1 year net return
FIAM Target Date 2010 Composite12.0512.05
FIAM Target Date 2010 R12.1211.78
FIAM Target Date 2010 T12.0311.76
FIAM Target Date 2010 Y12.0911.71
FIAM Target Date 2010 S11.9911.70
FIAM Target Date 2010 X12.0411.64
FIAM Target Date 2010 Q12.0311.64
FIAM Target Date 2010 V12.0911.59
FIAM Target Date 2010 P12.0211.57
FIAM Target Date 2010 U12.1311.57
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2000-20105 year gross return5 year net return
FIAM Target Date 2010 T7.367.10
FIAM Target Date 2010 S7.367.09
FIAM Target Date 2010 R7.377.05
FIAM Target Date 2010 Y7.367.00
FIAM Target Date 2010 Q7.346.97
FIAM Target Date 2010 Composite7.366.96
FIAM Target Date 2010 X7.356.96
FIAM Target Date 2010 P7.356.92
FIAM Target Date 2010 W7.316.88
FIAM Target Date 2010 V7.366.87
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2011-20151 year gross return1 year net return
FIAM Target Date 2015 Composite13.9013.90
FIAM Target Date 2015 R13.9013.56
FIAM Target Date 2015 S13.8513.55
FIAM Target Date 2015 Y13.8913.50
FIAM Target Date 2015 X13.9013.49
FIAM Target Date 2015 W13.8913.43
FIAM Target Date 2015 P13.8913.43
FIAM Target Date 2015 Q13.8213.43
FIAM Target Date 2015 V13.8813.37
FIAM Target Date 2015 U13.8713.30
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2011-20155 year gross return5 year net return
FIAM Target Date 2015 S8.137.85
FIAM Target Date 2015 R8.057.73
FIAM Target Date 2015 Y8.057.68
FIAM Target Date 2015 Q8.047.66
FIAM Target Date 2015 Composite8.057.65
FIAM Target Date 2015 X8.037.63
FIAM Target Date 2015 W8.057.62
FIAM Target Date 2015 P8.057.62
FIAM Target Date 2015 V8.057.55
FIAM Target Date 2015 U8.057.51
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2016-20201 year gross return1 year net return
FIAM Target Date 2020 Composite15.1315.13
FIAM Target Date 2020 T15.1214.85
FIAM Target Date 2020 R15.1714.82
FIAM Target Date 2020 S15.1214.82
FIAM Target Date 2020 Y15.1414.75
FIAM Target Date 2020 X15.0914.68
FIAM Target Date 2020 W15.1414.68
FIAM Target Date 2020 Q15.0814.68
FIAM Target Date 2020 P15.1414.68
FIAM Target Date 2020 V15.1014.58
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2016-20205 year gross return5 year net return
FIAM Target Date 2020 T8.658.39
FIAM Target Date 2020 S8.678.39
FIAM Target Date 2020 R8.658.33
FIAM Target Date 2020 Y8.658.28
FIAM Target Date 2020 Q8.648.26
FIAM Target Date 2020 Composite8.658.24
FIAM Target Date 2020 X8.638.23
FIAM Target Date 2020 W8.658.22
FIAM Target Date 2020 P8.658.21
FIAM Target Date 2020 V8.648.14
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2021-20251 year gross return1 year net return
State St Target Ret 2025 SL Cl I0.0016.38
State St Target Ret 2025 NL Cl A0.0016.35
FIAM Target Date 2025 Composite16.3516.35
FIAM Target Date 2025 S16.3016.00
FIAM Target Date 2025 T16.2816.00
FIAM Target Date 2025 R16.3516.00
FIAM Target Date 2025 Q16.3415.93
FIAM Target Date 2025 X16.3515.93
FIAM Target Date 2025 Y16.3315.93
FIAM Target Date 2025 W16.3415.88
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2021-20255 year gross return5 year net return
FIAM Target Date 2025 S9.619.33
FIAM Target Date 2025 T9.579.31
FIAM Target Date 2025 R9.589.25
FIAM Target Date 2025 Y9.589.20
FIAM Target Date 2025 Q9.579.18
FIAM Target Date 2025 X9.589.18
FIAM Target Date 2025 Composite9.589.17
FIAM Target Date 2025 W9.569.13
FIAM Target Date 2025 P9.569.13
FIAM Target Date 2025 V9.589.08
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2026-20301 year gross return1 year net return
FIAM Target Date 2030 Composite19.0719.07
FIAM Target Date 2030 R19.1418.79
FIAM Target Date 2030 T19.0718.79
FIAM Target Date 2030 S19.0918.79
FIAM Target Date 2030 Q19.1318.71
FIAM Target Date 2030 Y19.1218.71
FIAM Target Date 2030 W19.1318.66
FIAM Target Date 2030 X19.0718.64
FIAM Target Date 2030 P19.0618.59
FIAM Target Date 2030 V19.0718.54
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2026-20305 year gross return5 year net return
FIAM Target Date 2030 T10.5810.31
FIAM Target Date 2030 S10.5910.30
FIAM Target Date 2030 R10.5910.26
FIAM Target Date 2030 Y10.5910.21
FIAM Target Date 2030 Q10.5910.20
FIAM Target Date 2030 Composite10.5810.17
FIAM Target Date 2030 X10.5610.16
FIAM Target Date 2030 W10.5810.14
FIAM Target Date 2030 P10.5710.13
FIAM Target Date 2030 V10.5810.07
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2031-20351 year gross return1 year net return
FIAM Target Date 2035 Composite21.2221.22
FIAM Target Date 2035 T21.1720.88
FIAM Target Date 2035 S21.1720.86
FIAM Target Date 2035 Q21.2220.80
FIAM Target Date 2035 R21.1520.79
FIAM Target Date 2035 Y21.2020.79
FIAM Target Date 2035 P21.2320.75
FIAM Target Date 2035 W21.2220.73
FIAM Target Date 2035 X21.1520.72
FIAM Target Date 2035 V21.1720.63
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2031-20355 year gross return5 year net return
FIAM Target Date 2035 T11.5511.28
FIAM Target Date 2035 S11.5611.27
FIAM Target Date 2035 R11.5511.22
FIAM Target Date 2035 Y11.5711.19
FIAM Target Date 2035 Q11.5711.18
FIAM Target Date 2035 X11.5611.16
FIAM Target Date 2035 Composite11.5611.14
FIAM Target Date 2035 W11.5811.13
FIAM Target Date 2035 P11.5611.12
FIAM Target Date 2035 V11.5611.05
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2036-20401 year gross return1 year net return
FIAM Target Date 2040 Composite21.3521.35
FIAM Target Date 2040 T21.3721.08
FIAM Target Date 2040 S21.3821.06
FIAM Target Date 2040 R21.3620.99
FIAM Target Date 2040 W21.4420.95
FIAM Target Date 2040 Y21.3520.94
FIAM Target Date 2040 X21.3720.94
FIAM Target Date 2040 Q21.3620.94
FIAM Target Date 2040 P21.3720.88
Manning & Napier RT 2040 CIT Class I21.6720.83
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2036-20405 year gross return5 year net return
FIAM Target Date 2040 T11.6811.41
FIAM Target Date 2040 S11.6911.40
FIAM Target Date 2040 R11.6811.35
FIAM Target Date 2040 Y11.6811.30
FIAM Target Date 2040 Q11.6811.29
FIAM Target Date 2040 Composite11.6811.26
FIAM Target Date 2040 W11.6911.25
FIAM Target Date 2040 X11.6611.25
FIAM Target Date 2040 P11.6811.24
FIAM Target Date 2040 V11.6811.17
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2041-20451 year gross return1 year net return
Manning & Napier RT 2045 CIT Class I23.8923.03
Manning & Napier RT 2045 CIT Class S23.9022.69
FIAM Target Date 2045 Composite21.4021.40
State St Target Ret 2045 SL Cl I0.0021.39
State St Target Ret 2045 NL Cl A0.0021.35
FIAM Target Date 2045 T21.3421.05
FIAM Target Date 2045 R21.3921.03
FIAM Target Date 2045 S21.3421.03
FIAM Target Date 2045 Y21.3720.96
FIAM Target Date 2045 W21.3920.91
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2041-20455 year gross return5 year net return
FIAM Target Date 2045 T11.7911.52
FIAM Target Date 2045 S11.7811.49
FIAM Target Date 2045 R11.8011.47
FIAM Target Date 2045 Y11.7911.42
FIAM Target Date 2045 Q11.7911.40
FIAM Target Date 2045 X11.8011.39
FIAM Target Date 2045 Composite11.8011.38
FIAM Target Date 2045 W11.8011.36
FIAM Target Date 2045 P11.7811.34
Voya Target Solution 2045 Trust11.8711.32
Source: Morningstar Separate Account/CIT Fund Database

Retirement Income1 year gross return1 year net return
Voya Target Solution Income Trust10.099.55
Manning & Napier RT Income CIT Class I9.869.11
BNY Mellon SmartPath Retirement Income8.998.84
Manning & Napier RT Income CIT Class S9.908.82
State St Target Ret Income SL Cl I0.008.42
State St Target Ret Income NL Cl A0.008.41
Manning & Napier GOAL Income CIT Class U7.927.56
Wellington Trust Target Retire Income7.387.03
BNY Mellon SmartPath Ret Income Instl0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Retirement Income5 year gross return5 year net return
Voya Target Solution Income Trust6.125.60
BNY Mellon SmartPath Retirement Income5.245.07
Manning & Napier GOAL Income CIT Class U5.144.78
Manning & Napier RT Income CIT Class I5.104.38
State St Target Ret Income SL Cl I0.004.37
State St Target Ret Income NL Cl A0.004.36
Manning & Napier RT Income CIT Class S5.114.08
Wellington Trust Target Retire Income3.973.50
BNY Mellon SmartPath Ret Income Instl0.000.00
Source: Morningstar Separate Account/CIT Fund Database
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