Large Blend | 1 year gross return | 1 year net return |
---|---|---|
BNY Mellon EB DO Large Cap Core | 56.16 | 56.56 |
State St Nasdaq-100 Indxˆ® NL Cl A | 27.48 | 32.94 |
State St Nasdaq-100 Indxˆ® NL Cl C | 27.46 | 32.87 |
BNY Mellon EB DV Dynamic U.S. Equity | 28.51 | 28.00 |
Fisher Investments U.S. Equity 3 | 26.54 | 26.54 |
Blackrock Russ 1000 Alpha Tilts CF | 25.07 | 25.07 |
Blackrock Alpha Tilts Fund CF | 24.53 | 24.53 |
PanAgora US LgCp Stk Selector CF - I | 24.09 | 23.35 |
PanAgora US LgCp Stk Selector CF - R | 24.06 | 23.25 |
FIAM Quantitative Large Cap Core Pool | 23.67 | 22.82 |
Source: Morningstar Separate Account/CIT Fund Database
Large Blend | 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 |
BNY Mellon EB DV Dynamic U.S. Equity | 19.82 | 19.35 |
QMA US Core Equity Fund | 17.25 | 16.84 |
QMA US All Cap Core Equity Fund | 17.11 | 16.71 |
Amalgamated Bank LongView Quant. LC CF | 16.92 | 16.57 |
Blackrock Russ 1000 Alpha Tilts CF | 16.44 | 16.44 |
Blackrock Alpha Tilts Fund CF | 16.37 | 16.37 |
Amalgamated Bank LongView LC Qtv VEBA Fd | 16.71 | 16.36 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Blend | 1 year gross return | 1 year net return |
---|---|---|
Blackrock Russ 3000 Alpha Tilts CF | 23.90 | 23.90 |
Iridian Value Opportunity CIT B | 23.85 | 22.93 |
Iridian Value Opportunity CIT A | 23.82 | 22.83 |
Iridian Value Opportunity CIT C | 23.80 | 22.57 |
Blackrock US Eq Mkt Fund CF | 21.15 | 21.15 |
State St Russell Sm/Mid Cpˆ® Indx SL Cl I | 9.73 | 18.29 |
Blackrock Extended Mkt Fund CF | 18.26 | 18.26 |
BNY Mellon EB DL Mkt Completion | 18.21 | 18.17 |
State St Russell Sm/Mid Cpˆ® Indx NL Cl A | 0.00 | 18.16 |
Burgundy US Small/Mid Cap Fund | 17.84 | 16.73 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Blend | 5 year gross return | 5 year net return |
---|---|---|
Amalgamated Bank Longview Qnt Mid Cap CF | 17.46 | 16.83 |
QMA US Mid Cap Core Equity Fund | 17.00 | 16.37 |
Blackrock Russ 3000 Alpha Tilts CF | 16.32 | 16.32 |
BNY Mellon EB DL Mid Cap Stk Index | 16.02 | 15.94 |
BNY Mellon EB DL Mid Cap Stk Index UC2 | 15.98 | 15.89 |
Blackrock US Eq Mkt Fund CF | 15.63 | 15.63 |
BNY Mellon EB DO Mid Cap Core | 16.09 | 15.40 |
State St S&P MidCapˆ® Indx SL Cl I | 0.00 | 15.05 |
State St S&P MidCapˆ® Indx NL Cl A | 0.00 | 15.00 |
RhumbLine S&P 400 Mid-Cap Pooled Index | 14.97 | 14.97 |
Source: Morningstar Separate Account/CIT Fund Database
Small Blend | 1 year gross return | 1 year net return |
---|---|---|
Wellington CIF II Small Cap Opps | 20.38 | 19.37 |
RAM Small-Cap Trust | 19.92 | 18.73 |
Rothschild U.S. Small/Mid-Cap Core Cl 2 | 18.45 | 17.57 |
Rothschild U.S. Small/Mid-Cap Core Cl 1 | 18.41 | 17.41 |
RAM Small/Mid-Cap Fund LLC | 18.11 | 16.97 |
Rothschild U.S. Small-Cap Core CIT Fund | 16.81 | 15.94 |
Rothschild U.S. Small-Cap Core CIT Cl 1 | 16.74 | 15.76 |
State St Russell Sm Capˆ® Indx SL Cl I | 4.14 | 14.94 |
Blackrock Russell 2000 Index Fund A | 14.70 | 14.70 |
State St Russell Sm Capˆ® Indx NL Cl S | 0.00 | 14.69 |
Source: Morningstar Separate Account/CIT Fund Database
Small Blend | 5 year gross return | 5 year net return |
---|---|---|
Wellington CIF II Small Cap Opps | 18.85 | 17.89 |
RhumbLine S&P 600 Sm-Cap Pooled Index | 15.98 | 15.98 |
Amalgamated Bank LongView 600 SC Idx CF | 15.95 | 15.89 |
Victory Small Cap Value Collective Fund | 16.40 | 15.19 |
Blackrock Russell 2000 Alpha Tilts Fd A | 15.08 | 15.08 |
RAM Small-Cap Trust | 17.08 | 15.05 |
Voya Small Cap Core Trust | 15.78 | 14.92 |
RAM Small/Mid-Cap Fund LLC | 16.69 | 14.74 |
State St US Sm Cap Enhanced SL Cl I | 0.00 | 14.58 |
State St Russell Sm Capˆ® Indx SL Cl I | 14.50 | 14.39 |
Source: Morningstar Separate Account/CIT Fund Database
Large Growth | 1 year gross return | 1 year net return |
---|---|---|
Wellington CIF II Growth S1 | 36.54 | 35.68 |
TCW Concentrated Core Fund, Class B | 33.82 | 32.96 |
Alger Capital Appreciation Series CF R1 | 32.91 | 32.05 |
CastleArk Large Cap Growth 1 | 32.26 | 31.60 |
UBS: US Equity Lrge Cap Select Growth CF | 33.63 | 31.00 |
BNY Mellon Large Cap Growth SIF UC1 | 30.59 | 30.56 |
American Century US Lg Cp Grwth Eq Tr 1 | 31.29 | 30.54 |
State St Russell Lg Cap Grˆ® Indx SL Cl I | 0.00 | 30.17 |
BlackRock Russell 1000ˆ® Growth R | 30.20 | 30.14 |
State St Russell Lg Cap Grˆ® Indx NL Cl C | 3.64 | 30.11 |
Source: Morningstar Separate Account/CIT Fund Database
Large Growth | 5 year gross return | 5 year net return |
---|---|---|
Wellington CIF II Growth S1 | 18.59 | 17.93 |
State St Russell Lg Cap Grˆ® Indx SL Cl I | 0.00 | 17.35 |
State St Russell Lg Cap Grˆ® Indx NL Cl C | 0.00 | 17.29 |
Blackrock Eq Gr Fund CF | 16.95 | 16.95 |
Wellington CIF US Research Equity | 17.26 | 16.57 |
Voya Large Cap Growth Trust | 17.10 | 16.47 |
FIAM U.S. Total Market Equity CF | 16.98 | 16.41 |
Eaton Vance EB Large Cap Growth I | 17.08 | 16.33 |
Wellington CIF II Diversified Growth S1 | 16.46 | 15.84 |
Wellington CIF II Large Cap Research S1 | 16.46 | 15.83 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Growth | 1 year gross return | 1 year net return |
---|---|---|
PGI CIT Mid-Cap Equity Fund A | 25.75 | 25.75 |
PGI CIT Mid-Cap Equity Fund | 26.25 | 25.51 |
Voya Mid Cap Growth Trust | 25.98 | 25.11 |
Wellington CIF II Mid Cap Opportunity S2 | 25.31 | 24.68 |
Wellington CIF II Mid Cap Opportunity S1 | 25.31 | 24.50 |
The Boston US Small-Mid Cap Opp Val EB | 25.30 | 24.19 |
Champlain Mid Cap Collective Fund 4 | 20.86 | 20.80 |
Artisan Mid Cap Growth Trust Tier 1 | 21.75 | 20.72 |
CastleArk Small Company Growth CIT | 21.33 | 20.51 |
Champlain Mid Cap Collective Fund 5 | 20.78 | 19.88 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Growth | 5 year gross return | 5 year net return |
---|---|---|
Wellington CIF II Mid Cap Opportunity S2 | 17.73 | 17.17 |
Wellington CIF II Mid Cap Opportunity S1 | 17.73 | 16.95 |
Champlain Mid Cap Fund, LLC | 17.69 | 16.72 |
FIAM Small/Mid Cap Core Pool | 15.44 | 14.70 |
BNY Mellon Market Completion Fund UC1 | 14.42 | 14.34 |
Voya Mid Cap Growth Trust | 15.03 | 14.24 |
PGI CIT Mid-Cap Equity Fund A | 0.00 | 0.00 |
PGI CIT Mid-Cap Equity Fund | 0.00 | 0.00 |
The Boston US Small-Mid Cap Opp Val EB | 0.00 | 0.00 |
Champlain Mid Cap Collective Fund 4 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Small Growth | 1 year gross return | 1 year net return |
---|---|---|
The Boston Small Cap Opp Val Eq Mgt CF | 25.89 | 24.66 |
State St Russell Sm Capˆ® Gr Indx NL Cl A | 3.77 | 21.93 |
State St Russell Sm Capˆ® Gr Indx NL Cl C | -1.45 | 21.88 |
Wellington CIF II Small Cap 2000 S1 | 21.02 | 20.01 |
Frontegra Small Cap Core Fund | 20.31 | 19.55 |
Voya Small Cap Growth Trust | 19.53 | 18.59 |
FIAM Small Cap Core Class B | 15.58 | 14.87 |
FIAM Small Cap Core Class O | 15.53 | 14.82 |
FIAM Small Cap Core Class D | 15.52 | 14.71 |
FIAM Small Cap Core Pool | 15.54 | 14.63 |
Source: Morningstar Separate Account/CIT Fund Database
Small Growth | 5 year gross return | 5 year net return |
---|---|---|
Wellington CIF II Small Cap 2000 S1 | 17.87 | 16.87 |
The Boston Small Cap Opp Val Eq Mgt CF | 17.11 | 15.96 |
Frontegra Small Cap Core Fund | 16.44 | 15.70 |
State St Russell Sm Capˆ® Gr Indx NL Cl A | 0.00 | 15.15 |
FIAM Small Cap Core Class B | 15.83 | 15.12 |
State St Russell Sm Capˆ® Gr Indx NL Cl C | 0.00 | 15.11 |
Champlain Small Company Fund, LLC | 16.23 | 15.10 |
FIAM Small Cap Core Class O | 15.80 | 15.08 |
FIAM Small Cap Core Class D | 15.79 | 14.99 |
FIAM Small Cap Core Pool | 15.79 | 14.88 |
Source: Morningstar Separate Account/CIT Fund Database
Large Value | 1 year gross return | 1 year net return |
---|---|---|
Beutel Goodman American Equity Fund | 22.17 | 21.45 |
Invesco US Quantitative Core Trust | 19.00 | 20.79 |
LSV US Large Cap Value Equity Fund II | 0.00 | 18.84 |
NBTC CIT - Value Equity Fund | 17.87 | 17.87 |
Artisan Value Equity Trust | 17.04 | 16.74 |
Allianz NFJ Dividend Value CIT | 17.17 | 16.53 |
DePrince, Race & Zollo, Lg-Cap Val CIT | 16.77 | 16.08 |
AB US Strategic Value - CIT V | 17.06 | 16.02 |
QMA Value Equity CF | 16.41 | 15.83 |
Blackrock Eq Val Fund CF | 15.44 | 15.42 |
Source: Morningstar Separate Account/CIT Fund Database
Large Value | 5 year gross return | 5 year net return |
---|---|---|
Beutel Goodman American Equity Fund | 16.89 | 16.20 |
AB US Strategic Value - CIT V | 16.67 | 15.63 |
The Boston US Dynamic Large Cap Value CF | 16.22 | 15.49 |
The Boston US Dynamic Large Cap Value EB | 16.17 | 15.45 |
Macquarie Large Cap Value Trust (CIT 55) | 15.22 | 14.63 |
QMA Value Equity CF | 15.08 | 14.43 |
Wellington CIF II Research Value | 14.87 | 14.31 |
Blackrock Russ 1000 Val Idx CF | 14.13 | 14.13 |
State St Russell Lg Cp Valˆ® Indx SL Cl I | 0.00 | 14.09 |
State St Russell Lg Cp Valˆ® Indx NL Cl C | 0.00 | 14.04 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Value | 1 year gross return | 1 year net return |
---|---|---|
WEDGE Mid Cap Value INSTL | 20.47 | 19.57 |
WEDGE Mid Cap Value C | 18.60 | 18.60 |
American Century US Mid Cap Value Eq Tr | 12.73 | 12.03 |
Speece Thorson Value Fund | 8.99 | 7.97 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Value | 5 year gross return | 5 year net return |
---|---|---|
American Century US Mid Cap Value Eq Tr | 16.36 | 15.64 |
Speece Thorson Value Fund | 12.26 | 11.20 |
WEDGE Mid Cap Value INSTL | 0.00 | 0.00 |
WEDGE Mid Cap Value C | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Small Value | 1 year gross return | 1 year net return |
---|---|---|
Brandywine Institutional Small Cap BIT | 15.94 | 14.80 |
Brandywine Diversified Sm Cap Select BIT | 13.64 | 12.75 |
PGI CIT SMID Cap Value Equity Fund | 12.36 | 11.47 |
American Century US Small Cap Val Eq Tr | 11.63 | 10.68 |
State St Russell Sm Cpˆ® Val Indx NL Cl A | 29.24 | 8.03 |
State St Russell Sm Cpˆ® Val Indx NL Cl C | -6.00 | 7.99 |
Brandywine Diversified Small Cap GT | 7.47 | 6.63 |
Brandywine Diversified Small Cap BIT | 7.40 | 6.56 |
Source: Morningstar Separate Account/CIT Fund Database
Small Value | 5 year gross return | 5 year net return |
---|---|---|
Brandywine Diversified Sm Cap Select BIT | 16.32 | 15.41 |
Brandywine Diversified Small Cap BIT | 16.30 | 15.39 |
Brandywine Diversified Small Cap GT | 16.20 | 15.29 |
PGI CIT SMID Cap Value Equity Fund | 15.85 | 14.90 |
American Century US Small Cap Val Eq Tr | 15.10 | 14.12 |
State St Russell Sm Cpˆ® Val Indx NL Cl A | 12.55 | 13.00 |
State St Russell Sm Cpˆ® Val Indx NL Cl C | 0.00 | 12.96 |
Brandywine Institutional Small Cap BIT | 11.88 | 10.78 |
Source: Morningstar Separate Account/CIT Fund Database
Real Estate | 1 year gross return | 1 year net return |
---|---|---|
Washington Capital Mgt Real Estate Eq | 9.86 | 8.78 |
American Century U.S. Real Estate Sec Tr | 6.35 | 5.61 |
FIAM U.S. Real Estate Invest Tr CIT | 6.09 | 5.45 |
PIMCO RealEstatePLUS CIT I | 5.48 | 4.85 |
AEW Real Estate Securities Divers Trust | 4.86 | 4.21 |
Blackrock US Real Estate Sec Idx | 3.77 | 3.77 |
BNY Mellon REIT Index Fund Instl | 3.75 | 3.74 |
BNY Mellon REIT Index Fund UC1 | 3.77 | 3.67 |
Source: Morningstar Separate Account/CIT Fund Database
Real Estate | 5 year gross return | 5 year net return |
---|---|---|
Washington Capital Mgt Real Estate Eq | 12.18 | 11.07 |
FIAM U.S. Real Estate Invest Tr CIT | 9.93 | 9.28 |
AEW Real Estate Securities Divers Trust | 9.90 | 9.22 |
Blackrock US Real Estate Sec Idx | 9.08 | 9.08 |
BNY Mellon REIT Index Fund UC1 | 8.94 | 8.82 |
American Century U.S. Real Estate Sec Tr | 0.00 | 0.00 |
PIMCO RealEstatePLUS CIT I | 0.00 | 0.00 |
BNY Mellon REIT Index Fund Instl | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Bank Loan | 1 year gross return | 1 year net return |
---|---|---|
Shenkman Capital Mgt High Yld Bank Loan | 4.11 | 3.53 |
Voya Senior Loan Trust | 3.67 | 3.31 |
Source: Morningstar Separate Account/CIT Fund Database
Bank Loan | 5 year gross return | 5 year net return |
---|---|---|
Voya Senior Loan Trust | 4.53 | 3.66 |
Shenkman Capital Mgt High Yld Bank Loan | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Small Value | 1 year gross return | 1 year net return |
---|---|---|
Brandywine Institutional Small Cap BIT | 15.94 | 14.80 |
Brandywine Diversified Sm Cap Select BIT | 13.64 | 12.75 |
PGI CIT SMID Cap Value Equity Fund | 12.36 | 11.47 |
American Century US Small Cap Val Eq Tr | 11.63 | 10.68 |
State St Russell Sm Cpˆ® Val Indx NL Cl A | 29.24 | 8.03 |
State St Russell Sm Cpˆ® Val Indx NL Cl C | -6.00 | 7.99 |
Brandywine Diversified Small Cap GT | 7.47 | 6.63 |
Brandywine Diversified Small Cap BIT | 7.40 | 6.56 |
Source: Morningstar Separate Account/CIT Fund Database
Small Value | 5 year gross return | 5 year net return |
---|---|---|
Brandywine Diversified Sm Cap Select BIT | 16.32 | 15.41 |
Brandywine Diversified Small Cap BIT | 16.30 | 15.39 |
Brandywine Diversified Small Cap GT | 16.20 | 15.29 |
PGI CIT SMID Cap Value Equity Fund | 15.85 | 14.90 |
American Century US Small Cap Val Eq Tr | 15.10 | 14.12 |
State St Russell Sm Cpˆ® Val Indx NL Cl A | 12.55 | 13.00 |
State St Russell Sm Cpˆ® Val Indx NL Cl C | 0.00 | 12.96 |
Brandywine Institutional Small Cap BIT | 11.88 | 10.78 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Value | 1 year gross return | 1 year net return |
---|---|---|
WEDGE Mid Cap Value INSTL | 20.47 | 19.57 |
WEDGE Mid Cap Value C | 18.60 | 18.60 |
American Century US Mid Cap Value Eq Tr | 12.73 | 12.03 |
Speece Thorson Value Fund | 8.99 | 7.97 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Value | 5 year gross return | 5 year net return |
---|---|---|
American Century US Mid Cap Value Eq Tr | 16.36 | 15.64 |
Speece Thorson Value Fund | 12.26 | 11.20 |
WEDGE Mid Cap Value INSTL | 0.00 | 0.00 |
WEDGE Mid Cap Value C | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Large Value | 1 year gross return | 1 year net return |
---|---|---|
Beutel Goodman American Equity Fund | 22.17 | 21.45 |
Invesco US Quantitative Core Trust | 19.00 | 20.79 |
LSV US Large Cap Value Equity Fund II | 0.00 | 18.84 |
NBTC CIT - Value Equity Fund | 17.87 | 17.87 |
Artisan Value Equity Trust | 17.04 | 16.74 |
Allianz NFJ Dividend Value CIT | 17.17 | 16.53 |
DePrince, Race & Zollo, Lg-Cap Val CIT | 16.77 | 16.08 |
AB US Strategic Value - CIT V | 17.06 | 16.02 |
QMA Value Equity CF | 16.41 | 15.83 |
Blackrock Eq Val Fund CF | 15.44 | 15.42 |
Source: Morningstar Separate Account/CIT Fund Database
Large Value | 5 year gross return | 5 year net return |
---|---|---|
Beutel Goodman American Equity Fund | 16.89 | 16.20 |
AB US Strategic Value - CIT V | 16.67 | 15.63 |
The Boston US Dynamic Large Cap Value CF | 16.22 | 15.49 |
The Boston US Dynamic Large Cap Value EB | 16.17 | 15.45 |
Macquarie Large Cap Value Trust (CIT 55) | 15.22 | 14.63 |
QMA Value Equity CF | 15.08 | 14.43 |
Wellington CIF II Research Value | 14.87 | 14.31 |
Blackrock Russ 1000 Val Idx CF | 14.13 | 14.13 |
State St Russell Lg Cp Valˆ® Indx SL Cl I | 0.00 | 14.09 |
State St Russell Lg Cp Valˆ® Indx NL Cl C | 0.00 | 14.04 |
Source: Morningstar Separate Account/CIT Fund Database
Small Growth | 1 year gross return | 1 year net return |
---|---|---|
The Boston Small Cap Opp Val Eq Mgt CF | 25.89 | 24.66 |
State St Russell Sm Capˆ® Gr Indx NL Cl A | 3.77 | 21.93 |
State St Russell Sm Capˆ® Gr Indx NL Cl C | -1.45 | 21.88 |
Wellington CIF II Small Cap 2000 S1 | 21.02 | 20.01 |
Frontegra Small Cap Core Fund | 20.31 | 19.55 |
Voya Small Cap Growth Trust | 19.53 | 18.59 |
FIAM Small Cap Core Class B | 15.58 | 14.87 |
FIAM Small Cap Core Class O | 15.53 | 14.82 |
FIAM Small Cap Core Class D | 15.52 | 14.71 |
FIAM Small Cap Core Pool | 15.54 | 14.63 |
Source: Morningstar Separate Account/CIT Fund Database
Small Growth | 5 year gross return | 5 year net return |
---|---|---|
Wellington CIF II Small Cap 2000 S1 | 17.87 | 16.87 |
The Boston Small Cap Opp Val Eq Mgt CF | 17.11 | 15.96 |
Frontegra Small Cap Core Fund | 16.44 | 15.70 |
State St Russell Sm Capˆ® Gr Indx NL Cl A | 0.00 | 15.15 |
FIAM Small Cap Core Class B | 15.83 | 15.12 |
State St Russell Sm Capˆ® Gr Indx NL Cl C | 0.00 | 15.11 |
Champlain Small Company Fund, LLC | 16.23 | 15.10 |
FIAM Small Cap Core Class O | 15.80 | 15.08 |
FIAM Small Cap Core Class D | 15.79 | 14.99 |
FIAM Small Cap Core Pool | 15.79 | 14.88 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Growth | 1 year gross return | 1 year net return |
---|---|---|
PGI CIT Mid-Cap Equity Fund A | 25.75 | 25.75 |
PGI CIT Mid-Cap Equity Fund | 26.25 | 25.51 |
Voya Mid Cap Growth Trust | 25.98 | 25.11 |
Wellington CIF II Mid Cap Opportunity S2 | 25.31 | 24.68 |
Wellington CIF II Mid Cap Opportunity S1 | 25.31 | 24.50 |
The Boston US Small-Mid Cap Opp Val EB | 25.30 | 24.19 |
Champlain Mid Cap Collective Fund 4 | 20.86 | 20.80 |
Artisan Mid Cap Growth Trust Tier 1 | 21.75 | 20.72 |
CastleArk Small Company Growth CIT | 21.33 | 20.51 |
Champlain Mid Cap Collective Fund 5 | 20.78 | 19.88 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Growth | 5 year gross return | 5 year net return |
---|---|---|
Wellington CIF II Mid Cap Opportunity S2 | 17.73 | 17.17 |
Wellington CIF II Mid Cap Opportunity S1 | 17.73 | 16.95 |
Champlain Mid Cap Fund, LLC | 17.69 | 16.72 |
FIAM Small/Mid Cap Core Pool | 15.44 | 14.70 |
BNY Mellon Market Completion Fund UC1 | 14.42 | 14.34 |
Voya Mid Cap Growth Trust | 15.03 | 14.24 |
PGI CIT Mid-Cap Equity Fund A | 0.00 | 0.00 |
PGI CIT Mid-Cap Equity Fund | 0.00 | 0.00 |
The Boston US Small-Mid Cap Opp Val EB | 0.00 | 0.00 |
Champlain Mid Cap Collective Fund 4 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Large Growth | 1 year gross return | 1 year net return |
---|---|---|
Wellington CIF II Growth S1 | 36.54 | 35.68 |
TCW Concentrated Core Fund, Class B | 33.82 | 32.96 |
Alger Capital Appreciation Series CF R1 | 32.91 | 32.05 |
CastleArk Large Cap Growth 1 | 32.26 | 31.60 |
UBS: US Equity Lrge Cap Select Growth CF | 33.63 | 31.00 |
BNY Mellon Large Cap Growth SIF UC1 | 30.59 | 30.56 |
American Century US Lg Cp Grwth Eq Tr 1 | 31.29 | 30.54 |
State St Russell Lg Cap Grˆ® Indx SL Cl I | 0.00 | 30.17 |
BlackRock Russell 1000ˆ® Growth R | 30.20 | 30.14 |
State St Russell Lg Cap Grˆ® Indx NL Cl C | 3.64 | 30.11 |
Source: Morningstar Separate Account/CIT Fund Database
Large Growth | 5 year gross return | 5 year net return |
---|---|---|
Wellington CIF II Growth S1 | 18.59 | 17.93 |
State St Russell Lg Cap Grˆ® Indx SL Cl I | 0.00 | 17.35 |
State St Russell Lg Cap Grˆ® Indx NL Cl C | 0.00 | 17.29 |
Blackrock Eq Gr Fund CF | 16.95 | 16.95 |
Wellington CIF US Research Equity | 17.26 | 16.57 |
Voya Large Cap Growth Trust | 17.10 | 16.47 |
FIAM U.S. Total Market Equity CF | 16.98 | 16.41 |
Eaton Vance EB Large Cap Growth I | 17.08 | 16.33 |
Wellington CIF II Diversified Growth S1 | 16.46 | 15.84 |
Wellington CIF II Large Cap Research S1 | 16.46 | 15.83 |
Source: Morningstar Separate Account/CIT Fund Database
Small Blend | 1 year gross return | 1 year net return |
---|---|---|
Wellington CIF II Small Cap Opps | 20.38 | 19.37 |
RAM Small-Cap Trust | 19.92 | 18.73 |
Rothschild U.S. Small/Mid-Cap Core Cl 2 | 18.45 | 17.57 |
Rothschild U.S. Small/Mid-Cap Core Cl 1 | 18.41 | 17.41 |
RAM Small/Mid-Cap Fund LLC | 18.11 | 16.97 |
Rothschild U.S. Small-Cap Core CIT Fund | 16.81 | 15.94 |
Rothschild U.S. Small-Cap Core CIT Cl 1 | 16.74 | 15.76 |
State St Russell Sm Capˆ® Indx SL Cl I | 4.14 | 14.94 |
Blackrock Russell 2000 Index Fund A | 14.70 | 14.70 |
State St Russell Sm Capˆ® Indx NL Cl S | 0.00 | 14.69 |
Source: Morningstar Separate Account/CIT Fund Database
Small Blend | 5 year gross return | 5 year net return |
---|---|---|
Wellington CIF II Small Cap Opps | 18.85 | 17.89 |
RhumbLine S&P 600 Sm-Cap Pooled Index | 15.98 | 15.98 |
Amalgamated Bank LongView 600 SC Idx CF | 15.95 | 15.89 |
Victory Small Cap Value Collective Fund | 16.40 | 15.19 |
Blackrock Russell 2000 Alpha Tilts Fd A | 15.08 | 15.08 |
RAM Small-Cap Trust | 17.08 | 15.05 |
Voya Small Cap Core Trust | 15.78 | 14.92 |
RAM Small/Mid-Cap Fund LLC | 16.69 | 14.74 |
State St US Sm Cap Enhanced SL Cl I | 0.00 | 14.58 |
State St Russell Sm Capˆ® Indx SL Cl I | 14.50 | 14.39 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Blend | 1 year gross return | 1 year net return |
---|---|---|
Blackrock Russ 3000 Alpha Tilts CF | 23.90 | 23.90 |
Iridian Value Opportunity CIT B | 23.85 | 22.93 |
Iridian Value Opportunity CIT A | 23.82 | 22.83 |
Iridian Value Opportunity CIT C | 23.80 | 22.57 |
Blackrock US Eq Mkt Fund CF | 21.15 | 21.15 |
State St Russell Sm/Mid Cpˆ® Indx SL Cl I | 9.73 | 18.29 |
Blackrock Extended Mkt Fund CF | 18.26 | 18.26 |
BNY Mellon EB DL Mkt Completion | 18.21 | 18.17 |
State St Russell Sm/Mid Cpˆ® Indx NL Cl A | 0.00 | 18.16 |
Burgundy US Small/Mid Cap Fund | 17.84 | 16.73 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Blend | 5 year gross return | 5 year net return |
---|---|---|
Amalgamated Bank Longview Qnt Mid Cap CF | 17.46 | 16.83 |
QMA US Mid Cap Core Equity Fund | 17.00 | 16.37 |
Blackrock Russ 3000 Alpha Tilts CF | 16.32 | 16.32 |
BNY Mellon EB DL Mid Cap Stk Index | 16.02 | 15.94 |
BNY Mellon EB DL Mid Cap Stk Index UC2 | 15.98 | 15.89 |
Blackrock US Eq Mkt Fund CF | 15.63 | 15.63 |
BNY Mellon EB DO Mid Cap Core | 16.09 | 15.40 |
State St S&P MidCapˆ® Indx SL Cl I | 0.00 | 15.05 |
State St S&P MidCapˆ® Indx NL Cl A | 0.00 | 15.00 |
RhumbLine S&P 400 Mid-Cap Pooled Index | 14.97 | 14.97 |
Source: Morningstar Separate Account/CIT Fund Database
Large Blend | 1 year gross return | 1 year net return |
---|---|---|
BNY Mellon EB DO Large Cap Core | 56.16 | 56.56 |
State St Nasdaq-100 Indxˆ® NL Cl A | 27.48 | 32.94 |
State St Nasdaq-100 Indxˆ® NL Cl C | 27.46 | 32.87 |
BNY Mellon EB DV Dynamic U.S. Equity | 28.51 | 28.00 |
Fisher Investments U.S. Equity 3 | 26.54 | 26.54 |
Blackrock Russ 1000 Alpha Tilts CF | 25.07 | 25.07 |
Blackrock Alpha Tilts Fund CF | 24.53 | 24.53 |
PanAgora US LgCp Stk Selector CF - I | 24.09 | 23.35 |
PanAgora US LgCp Stk Selector CF - R | 24.06 | 23.25 |
FIAM Quantitative Large Cap Core Pool | 23.67 | 22.82 |
Source: Morningstar Separate Account/CIT Fund Database
Large Blend | 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 |
BNY Mellon EB DV Dynamic U.S. Equity | 19.82 | 19.35 |
QMA US Core Equity Fund | 17.25 | 16.84 |
QMA US All Cap Core Equity Fund | 17.11 | 16.71 |
Amalgamated Bank LongView Quant. LC CF | 16.92 | 16.57 |
Blackrock Russ 1000 Alpha Tilts CF | 16.44 | 16.44 |
Blackrock Alpha Tilts Fund CF | 16.37 | 16.37 |
Amalgamated Bank LongView LC Qtv VEBA Fd | 16.71 | 16.36 |
Source: Morningstar Separate Account/CIT Fund Database
World Stock | 1 year gross return | 1 year net return |
---|---|---|
Johnston Global Equity Group Trust | 36.58 | 35.74 |
Artisan Global Equity Trust, Tier 2 | 33.24 | 33.04 |
Artisan Global Opportunity Trust, Tier 2 | 32.85 | 32.74 |
Artisan Global Equity Trust, Tier 1 | 33.11 | 31.98 |
Artisan Global Opportunity Trust, Tier 3 | 32.79 | 31.80 |
Artisan Global Opportunity Trust, Tier 1 | 32.82 | 31.69 |
American Century Glbl Grwth Eq Tr Tier 2 | 29.41 | 28.66 |
Beutel Goodman Global Equity Fund | 28.99 | 28.07 |
Manning & Napier Global Equity CIT CL Z | 28.02 | 28.02 |
Fisher Investments All World Equity 3 | 26.11 | 26.11 |
Source: Morningstar Separate Account/CIT Fund Database
World Stock | 5 year gross return | 5 year net return |
---|---|---|
Johnston Global Equity Group Trust | 15.68 | 14.96 |
Thornburg Global Equity Income Fund CIT | 15.56 | 14.81 |
Artisan Global Opportunity Trust, Tier 3 | 14.97 | 14.11 |
Artisan Global Opportunity Trust, Tier 1 | 14.96 | 13.99 |
Wellington CIF Global Research Equity | 13.96 | 13.12 |
Brandywine Quant Global Value Eq BIT | 12.96 | 11.91 |
Wellington CIF Unconstrained Themes | 12.71 | 11.61 |
Manning & Napier Global Equity CIT CL Z | 11.52 | 11.52 |
Wellington CIF II Global Equities | 11.57 | 11.29 |
Wellington CIF Global Contrarian Equity | 12.01 | 11.02 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Value | 1 year gross return | 1 year net return |
---|---|---|
Beutel Goodman International Equity Fund | 31.29 | 30.36 |
The Boston International CF | 29.60 | 28.59 |
Pictet International Equity Fund LLC | 29.05 | 27.98 |
LongView Intl. Value Eq Coll Fund | 27.39 | 26.46 |
LSV Asset Mgt Intl Lg Cap Val Eq Trust | 26.56 | 25.67 |
Invesco International Equity Trust | 17.53 | 24.68 |
Macquarie Intl Value Equity (CIT 70) | 24.16 | 23.29 |
Allianz NFJ International Value CIT | 24.11 | 23.12 |
Mondrian All Countries World ex-US CIT | 16.60 | 22.18 |
Mondrian International Equity CIT | 22.02 | 21.95 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Value | 5 year gross return | 5 year net return |
---|---|---|
LSV Asset Mgt Intl Lg Cap Val Eq Trust | 10.17 | 9.38 |
The Boston International CF | 10.07 | 9.18 |
Pictet International Equity Fund LLC | 9.87 | 8.95 |
Macquarie Intl Value Equity (CIT 70) | 9.02 | 8.26 |
LongView Intl. Value Eq Coll Fund | 8.29 | 7.51 |
Invesco International Equity Trust | 8.79 | 7.43 |
Beutel Goodman International Equity Fund | 5.17 | 4.40 |
Allianz NFJ International Value CIT | 2.73 | 1.92 |
Mondrian All Countries World ex-US CIT | 0.00 | 0.00 |
Mondrian International Equity CIT | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Blend | 1 year gross return | 1 year net return |
---|---|---|
Gryphon International EAFE Growth Fd-CIT | 32.77 | 31.80 |
EARNEST Partners Intl | 31.60 | 30.48 |
Blackrock Intl Alpha Tilt CF | 29.81 | 29.81 |
PGI CIT Diversified International Eq Fd | 30.06 | 29.11 |
State St Gbl All Cp Eq ex-US Idx NL Cl A | 0.00 | 28.19 |
State St Gbl Eq ex US Indx SL Cl I | 0.00 | 27.59 |
State St Gbl Eq ex US Indx NL Cl A | 5.03 | 27.56 |
BNY Mellon EB DL ACWI ex-US | 27.71 | 27.56 |
BNY Mellon ACWI ex-U.S. Fund Instl | 27.55 | 27.52 |
BNY Mellon ACWI ex-U.S. Fund UC1 | 27.58 | 27.44 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Blend | 5 year gross return | 5 year net return |
---|---|---|
Blackrock Curr Hedged EAFE Idx CF | 12.07 | 12.07 |
Blackrock Intl Alpha Tilt CF | 11.20 | 11.20 |
AQR International Equity World ex US | 9.67 | 8.96 |
PGI CIT Diversified International Eq Fd | 9.75 | 8.94 |
QMA International Core Equity Fund | 9.37 | 8.77 |
Gryphon International EAFE Growth Fd-CIT | 9.45 | 8.63 |
BNY Mellon EB DL Intl Stk Index | 8.49 | 8.39 |
Blackrock EAFE Eq Idx Fund CF | 8.27 | 8.27 |
BNY Mellon EB DV Intl Stk Index | 8.26 | 8.14 |
BNY Mellon EB DL MVP Intl Stk Index | 8.19 | 8.12 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Growth | 1 year gross return | 1 year net return |
---|---|---|
Johnston Intl Equity Group Trust | 38.24 | 37.37 |
Capital Group Intl All Countries Eq DB | 38.24 | 37.30 |
Capital Group Intl All Countries Eq DC-T | 38.09 | 37.15 |
MFSˆ® Heritage International Growth 02 | 34.32 | 33.81 |
Artisan International Growth Trust - T2 | 32.57 | 32.44 |
Artisan International Growth Trust - T3 | 32.55 | 31.50 |
Artisan International Growth Trust - T1 | 32.53 | 31.35 |
Vontobel International Equity CIT | 32.16 | 31.30 |
Capital Group Int'l Equity DB Fund | 32.14 | 31.23 |
Capital Group Intâl Equity DC Unit T | 32.06 | 31.16 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Growth | 5 year gross return | 5 year net return |
---|---|---|
Johnston Intl Equity Group Trust | 10.94 | 10.18 |
Capital Group Intl All Countries Eq DB | 9.64 | 8.83 |
MFSˆ® Heritage International Growth 02 | 9.24 | 8.83 |
Capital Group Intl All Countries Eq DC-T | 9.55 | 8.79 |
William Blair International Growth CIT | 9.17 | 8.33 |
Capital Group Int'l Equity DB Fund | 9.07 | 8.27 |
Capital Group Intâl Equity DC Unit T | 9.03 | 8.27 |
Fisher Investments All Foreign Equity | 8.63 | 7.76 |
Artisan International Growth Trust - T1 | 8.69 | 7.72 |
Vontobel International Equity CIT | 7.87 | 7.19 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Small/Mid Value | 1 year gross return | 1 year net return |
---|---|---|
Templeton International Smaller Co CF | 35.04 | 34.10 |
Segall B & H Intl Sml Cap Founders | 31.62 | 30.50 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Small/Mid Value | 5 year gross return | 5 year net return |
---|---|---|
Templeton International Smaller Co CF | 11.12 | 10.35 |
Segall B & H Intl Sml Cap Founders | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Small/Mid Growth | 1 year gross return | 1 year net return |
---|---|---|
Rainier International Small Cap Equity | 43.79 | 42.71 |
Rainier Small Cap International Equity L | 43.80 | 42.56 |
Rainier Small Cap International Equity A | 43.71 | 42.21 |
FIAM Concentrated Intl Small Cap CIT | 31.43 | 30.28 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Small/Mid Growth | 5 year gross return | 5 year net return |
---|---|---|
Rainier International Small Cap Equity | 17.33 | 16.43 |
FIAM Concentrated Intl Small Cap CIT | 12.87 | 11.87 |
Rainier Small Cap International Equity L | 0.00 | 0.00 |
Rainier Small Cap International Equity A | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Europe Stock | 1 year gross return | 1 year net return |
---|---|---|
FIAM Europe Growth Pool | 23.88 | 23.03 |
Source: Morningstar Separate Account/CIT Fund Database
Europe Stock | 5 year gross return | 5 year net return |
---|---|---|
FIAM Europe Growth Pool | 6.87 | 6.13 |
Source: Morningstar Separate Account/CIT Fund Database
Diversified Emerging Mkts | 1 year gross return | 1 year net return |
---|---|---|
William Emerging Markets Growth CIT | 50.79 | 49.34 |
FIAM Select Emerging Markets Class A | 45.70 | 44.71 |
Fisher Investments Emerging Markets Eq 3 | 39.85 | 39.85 |
Templeton Intl Emg Mkt CF | 40.03 | 38.65 |
Fisher Investments Emerging Markets Eq 2 | 39.89 | 38.57 |
Fisher Investments Emerging Markets Eq 1 | 39.84 | 38.38 |
Trilogy Emerging Markets Fund | 39.76 | 38.36 |
QMA Emerging Markets Core Equity Fund | 38.86 | 37.98 |
State St Emg Mkts Indx NL Cl A | 0.00 | 37.36 |
Blackrock MSCI Emg Mrkt Free Idx | 37.14 | 37.14 |
Source: Morningstar Separate Account/CIT Fund Database
Diversified Emerging Mkts | 5 year gross return | 5 year net return |
---|---|---|
FIAM Select Emerging Markets Class A | 8.04 | 7.29 |
William Emerging Markets Growth CIT | 7.76 | 6.69 |
State St Actv Emg Mkts NL Cl A | 0.00 | 4.26 |
LSV Asset Mgt Emg Mkts Val Eq Fund LP | 5.09 | 4.08 |
State St Emg Mkts Indx NL Cl A | 0.00 | 4.05 |
Templeton Intl Emg Mkt CF | 5.22 | 4.04 |
The Boston Emerging Markets Equity CF | 4.78 | 3.67 |
Parametric Emerging Markets Equity (CIT) | 4.20 | 3.59 |
EARNEST Partners Emerging Markets Fund | 4.58 | 3.54 |
QMA Emerging Markets Core Equity Fund | 3.96 | 3.28 |
Source: Morningstar Separate Account/CIT Fund Database
Global Real Estate | 1 year gross return | 1 year net return |
---|---|---|
Blackrock Ex-US Real Estate Idx | 20.65 | 20.65 |
PGI CIT Global Property Securities Fund | 15.92 | 15.12 |
RREEF Global Real Estate Sec Cmgld Fund | 12.62 | 12.54 |
RREEF Global Real Estate Sec CF-A | 11.72 | 11.72 |
AEW Gl Property Secs Master Tr-DC Plan B | 11.90 | 11.43 |
AEW Gl Property Secs Master Tr-DC Plan A | 11.90 | 11.37 |
Invesco Global REITs Trust | 0.81 | 10.93 |
Voya Global Real Estate | 11.66 | 10.64 |
Source: Morningstar Separate Account/CIT Fund Database
Global Real Estate | 5 year gross return | 5 year net return |
---|---|---|
PGI CIT Global Property Securities Fund | 8.53 | 7.78 |
RREEF Global Real Estate Sec Cmgld Fund | 7.63 | 7.62 |
AEW Gl Property Secs Master Tr-DC Plan A | 7.87 | 7.36 |
RREEF Global Real Estate Sec CF-A | 6.84 | 6.84 |
Invesco Global REITs Trust | 7.23 | 6.04 |
Voya Global Real Estate | 5.99 | 5.14 |
Blackrock Ex-US Real Estate Idx | 0.00 | 0.00 |
AEW Gl Property Secs Master Tr-DC Plan B | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
World Bond | 1 year gross return | 1 year net return |
---|---|---|
Brandywine Global Opportun Fxd BGIMT | 13.39 | 12.78 |
Brandywine Intl Opportunistic Fxd BIT | 13.39 | 12.77 |
Brandywine International Fixed Inc BIT | 12.61 | 11.99 |
Brandywine Global Fixed Income GT | 12.42 | 11.81 |
Brandywine Global Fixed Income BGIMT | 12.11 | 11.60 |
Brandywine Global Fixed Income BIT | 12.10 | 11.50 |
PIMCO Global Advantage Strategy CIT II | 7.58 | 6.96 |
PIMCO Global Advantage Strategy III CIT | 7.61 | 6.85 |
Franklin Templeton Global Bond Plus (CF) | 2.51 | 1.98 |
Source: Morningstar Separate Account/CIT Fund Database
World Bond | 5 year gross return | 5 year net return |
---|---|---|
Brandywine Global Opportun Fxd BGIMT | 2.71 | 2.15 |
Franklin Templeton Global Bond Plus (CF) | 2.15 | 1.64 |
Brandywine Intl Opportunistic Fxd BIT | 2.14 | 1.58 |
Brandywine Global Fixed Income BIT | 1.88 | 1.33 |
Brandywine Global Fixed Income GT | 1.83 | 1.28 |
Brandywine Global Fixed Income BGIMT | 1.65 | 1.20 |
Brandywine International Fixed Inc BIT | 1.19 | 0.63 |
PIMCO Global Advantage Strategy CIT II | 1.18 | 0.61 |
PIMCO Global Advantage Strategy III CIT | 1.19 | 0.48 |
Source: Morningstar Separate Account/CIT Fund Database
High Yield Bond | 1 year gross return | 1 year net return |
---|---|---|
DDJ Total Return Credit I Composite | 13.46 | 12.00 |
Capital Group Global High Yield FI DB Fd | 11.10 | 10.33 |
Loomis Sayles HYCSV CIT | 8.97 | 8.43 |
Wellington CIF II High Yield Bond S1 | 8.58 | 8.13 |
Fort Washington High Yield Fixed Inc CF | 7.87 | 7.87 |
BNY Mellon EB DV High Yield Beta Fund | 7.90 | 7.62 |
Shenkman Capital Four Pts Multi-Strat Fd | 8.32 | 7.44 |
FIAM High Yield Core Institutional CF | 7.69 | 7.16 |
Eaton Vance EB High Yield I | 7.05 | 6.56 |
Shenkman Capital Mgt Primus HighYield CF | 7.15 | 6.25 |
Source: Morningstar Separate Account/CIT Fund Database
High Yield Bond | 5 year gross return | 5 year net return |
---|---|---|
DDJ Total Return Credit I Composite | 9.37 | 7.94 |
Eaton Vance EB High Yield I | 6.50 | 5.97 |
BNY Mellon EB DV High Yield Beta Fund | 6.01 | 5.74 |
Wellington CIF II High Yield Bond S1 | 5.83 | 5.40 |
FIAM High Yield Core Institutional CF | 5.60 | 5.08 |
Fort Washington High Yield Fixed Inc CF | 5.00 | 4.89 |
Capital Group Global High Yield FI DB Fd | 4.36 | 3.63 |
Loomis Sayles HYCSV CIT | 0.00 | 0.00 |
Shenkman Capital Four Pts Multi-Strat Fd | 0.00 | 0.00 |
Shenkman Capital Mgt Primus HighYield CF | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate Government | 1 year gross return | 1 year net return |
---|---|---|
Diversified Ret Interm Govt/Credit Tr | 0.50 | 2.42 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate Government | 5 year gross return | 5 year net return |
---|---|---|
Diversified Ret Interm Govt/Credit Tr | 1.61 | 1.29 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Loomis Sayles CPFD CIT | 6.58 | 6.10 |
PGI CIT Commercial Mort Backed Sec Fd | 6.02 | 5.54 |
Macquarie Diversified Income (CIT 40) | 5.86 | 5.46 |
Wellington CIF II Core Bond Plus | 5.39 | 5.37 |
Macquarie Diversified Income (CIT 45) | 5.79 | 5.34 |
Wellington CIF II Core Bond Plus S1 | 0.00 | 5.04 |
FIAM Core Plus Class F | 5.15 | 4.89 |
Voya Core Plus Trust | 5.15 | 4.83 |
FIAM Core Plus Pool | 5.13 | 4.82 |
FIAM Core Plus Class E | 5.12 | 4.80 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Loomis Sayles CPFD CIT | 4.00 | 3.53 |
FIAM Core Plus Class F | 3.42 | 3.17 |
FIAM Core Plus Class E | 3.42 | 3.11 |
FIAM Core Plus Pool | 3.41 | 3.10 |
FIAM Core Plus Class K | 3.41 | 3.10 |
Voya Core Plus Trust | 3.36 | 3.05 |
Wellington CIF II Core Bond S1 | 3.12 | 2.84 |
Wellington CIF II Core Bond Plus | 2.98 | 2.83 |
Macquarie Diversified Income (CIT 45) | 2.90 | 2.46 |
PGI CIT Core Plus Bond Fund | 2.80 | 2.45 |
Source: Morningstar Separate Account/CIT Fund Database
Short Government | 1 year gross return | 1 year net return |
---|---|---|
Smith Breeden High Credit Qual Short Dur | 1.38 | 1.01 |
Blackrock 1-3 Yr Govt Bond Idx CF | 0.65 | 0.65 |
Source: Morningstar Separate Account/CIT Fund Database
Short Government | 5 year gross return | 5 year net return |
---|---|---|
Smith Breeden High Credit Qual Short Dur | 1.22 | 0.83 |
Blackrock 1-3 Yr Govt Bond Idx CF | 0.74 | 0.74 |
Source: Morningstar Separate Account/CIT Fund Database
Short-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Fisher Investments U.S. Fixed Income 3 | 4.88 | 4.88 |
Washington Capital Mgt Mortgage Inc CF | 5.15 | 4.47 |
Voya Short Duration High Quality Trust | 1.70 | 1.46 |
FIAM Short Duration Pool | 1.43 | 1.23 |
BNY Mellon 1-3 Yr Govt/Credit Id Fd UC1 | 0.77 | 0.68 |
Amalgamated Ultra Construction Loan | -1.60 | -2.58 |
Source: Morningstar Separate Account/CIT Fund Database
Short-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Amalgamated Ultra Construction Loan | 6.34 | 5.29 |
Washington Capital Mgt Mortgage Inc CF | 5.07 | 4.39 |
Voya Short Duration High Quality Trust | 1.36 | 1.65 |
FIAM Short Duration Pool | 1.33 | 1.09 |
BNY Mellon 1-3 Yr Govt/Credit Id Fd UC1 | 0.76 | 0.68 |
Fisher Investments U.S. Fixed Income 3 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Ultrashort Bond | 1 year gross return | 1 year net return |
---|---|---|
FIAM Leveraged Loan Pool | 4.74 | 4.22 |
Source: Morningstar Separate Account/CIT Fund Database
Ultrashort Bond | 5 year gross return | 5 year net return |
---|---|---|
FIAM Leveraged Loan Pool | 4.96 | 4.43 |
Source: Morningstar Separate Account/CIT Fund Database
Long Government | 1 year gross return | 1 year net return |
---|---|---|
FIAM Long U.S. Treasury STRIPS - Pool | 13.92 | 13.75 |
Blackrock 20+ Treas Bond Idx CF | 9.24 | 9.24 |
Blackrock Long Govt Bond Idx Fund CF | 8.80 | 8.80 |
State St US Lg Gov Bnd Indx SL Cl I | -6.43 | 8.60 |
BNY Mellon EB LT Govt Bond Index | 8.59 | 8.52 |
Source: Morningstar Separate Account/CIT Fund Database
Long Government | 5 year gross return | 5 year net return |
---|---|---|
Blackrock 20+ Treas Bond Idx CF | 3.73 | 3.73 |
State St US Lg Gov Bnd Indx SL Cl I | 0.00 | 3.51 |
BNY Mellon EB LT Govt Bond Index | 3.52 | 3.46 |
Blackrock Long Govt Bond Idx Fund CF | 2.60 | 2.60 |
FIAM Long U.S. Treasury STRIPS - Pool | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Long-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
FIAM Long Corporate Pool | 12.62 | 12.34 |
Blackrock Long Corp Bond Idx CF | 12.33 | 12.33 |
BNY Mellon EB LT Credit Bond Index | 12.32 | 12.26 |
FIAM Long Duration CIT | 11.13 | 10.86 |
Source: Morningstar Separate Account/CIT Fund Database
Long-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
FIAM Long Corporate Pool | 5.55 | 5.29 |
BNY Mellon EB LT Credit Bond Index | 5.18 | 5.13 |
FIAM Long Duration CIT | 4.77 | 4.51 |
Blackrock Long Corp Bond Idx CF | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Multisector Bond | 1 year gross return | 1 year net return |
---|---|---|
Loomis Sayles MSFD CIT | 8.76 | 8.15 |
Pioneer Multi-Sector F/I - T3 | 5.82 | 5.63 |
Pioneer Multi-Sector F/I - T2 | 5.90 | 5.43 |
Blackrock CoreActive Bond Fund | 4.19 | 4.19 |
FIAM Broad Market Duration Pool | 4.27 | 4.01 |
FIAM U.S. Aggregate Bond Index - Pool | 3.49 | 3.40 |
Source: Morningstar Separate Account/CIT Fund Database
Multisector Bond | 5 year gross return | 5 year net return |
---|---|---|
Pioneer Multi-Sector F/I - T3 | 3.93 | 3.74 |
FIAM Broad Market Duration Pool | 2.83 | 2.58 |
Blackrock CoreActive Bond Fund | 2.51 | 2.51 |
FIAM U.S. Aggregate Bond Index - Pool | 2.09 | 1.97 |
Loomis Sayles MSFD CIT | 0.00 | 0.00 |
Pioneer Multi-Sector F/I - T2 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
High Yield Bond | 1 year gross return | 1 year net return |
---|---|---|
DDJ Total Return Credit I Composite | 13.46 | 12.00 |
Capital Group Global High Yield FI DB Fd | 11.10 | 10.33 |
Loomis Sayles HYCSV CIT | 8.97 | 8.43 |
Wellington CIF II High Yield Bond S1 | 8.58 | 8.13 |
Fort Washington High Yield Fixed Inc CF | 7.87 | 7.87 |
BNY Mellon EB DV High Yield Beta Fund | 7.90 | 7.62 |
Shenkman Capital Four Pts Multi-Strat Fd | 8.32 | 7.44 |
FIAM High Yield Core Institutional CF | 7.69 | 7.16 |
Eaton Vance EB High Yield I | 7.05 | 6.56 |
Shenkman Capital Mgt Primus HighYield CF | 7.15 | 6.25 |
Source: Morningstar Separate Account/CIT Fund Database
High Yield Bond | 5 year gross return | 5 year net return |
---|---|---|
DDJ Total Return Credit I Composite | 9.37 | 7.94 |
Eaton Vance EB High Yield I | 6.50 | 5.97 |
BNY Mellon EB DV High Yield Beta Fund | 6.01 | 5.74 |
Wellington CIF II High Yield Bond S1 | 5.83 | 5.40 |
FIAM High Yield Core Institutional CF | 5.60 | 5.08 |
Fort Washington High Yield Fixed Inc CF | 5.00 | 4.89 |
Capital Group Global High Yield FI DB Fd | 4.36 | 3.63 |
Loomis Sayles HYCSV CIT | 0.00 | 0.00 |
Shenkman Capital Four Pts Multi-Strat Fd | 0.00 | 0.00 |
Shenkman Capital Mgt Primus HighYield CF | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate Government | 1 year gross return | 1 year net return |
---|---|---|
Diversified Ret Interm Govt/Credit Tr | 0.50 | 2.42 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate Government | 5 year gross return | 5 year net return |
---|---|---|
Diversified Ret Interm Govt/Credit Tr | 1.61 | 1.29 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Loomis Sayles CPFD CIT | 6.58 | 6.10 |
PGI CIT Commercial Mort Backed Sec Fd | 6.02 | 5.54 |
Macquarie Diversified Income (CIT 40) | 5.86 | 5.46 |
Wellington CIF II Core Bond Plus | 5.39 | 5.37 |
Macquarie Diversified Income (CIT 45) | 5.79 | 5.34 |
Wellington CIF II Core Bond Plus S1 | 0.00 | 5.04 |
FIAM Core Plus Class F | 5.15 | 4.89 |
Voya Core Plus Trust | 5.15 | 4.83 |
FIAM Core Plus Pool | 5.13 | 4.82 |
FIAM Core Plus Class E | 5.12 | 4.80 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Loomis Sayles CPFD CIT | 4.00 | 3.53 |
FIAM Core Plus Class F | 3.42 | 3.17 |
FIAM Core Plus Class E | 3.42 | 3.11 |
FIAM Core Plus Pool | 3.41 | 3.10 |
FIAM Core Plus Class K | 3.41 | 3.10 |
Voya Core Plus Trust | 3.36 | 3.05 |
Wellington CIF II Core Bond S1 | 3.12 | 2.84 |
Wellington CIF II Core Bond Plus | 2.98 | 2.83 |
Macquarie Diversified Income (CIT 45) | 2.90 | 2.46 |
PGI CIT Core Plus Bond Fund | 2.80 | 2.45 |
Source: Morningstar Separate Account/CIT Fund Database
Short Government | 1 year gross return | 1 year net return |
---|---|---|
Smith Breeden High Credit Qual Short Dur | 1.38 | 1.01 |
Blackrock 1-3 Yr Govt Bond Idx CF | 0.65 | 0.65 |
Source: Morningstar Separate Account/CIT Fund Database
Short Government | 5 year gross return | 5 year net return |
---|---|---|
Smith Breeden High Credit Qual Short Dur | 1.22 | 0.83 |
Blackrock 1-3 Yr Govt Bond Idx CF | 0.74 | 0.74 |
Source: Morningstar Separate Account/CIT Fund Database
Short-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Fisher Investments U.S. Fixed Income 3 | 4.88 | 4.88 |
Washington Capital Mgt Mortgage Inc CF | 5.15 | 4.47 |
Voya Short Duration High Quality Trust | 1.70 | 1.46 |
FIAM Short Duration Pool | 1.43 | 1.23 |
BNY Mellon 1-3 Yr Govt/Credit Id Fd UC1 | 0.77 | 0.68 |
Amalgamated Ultra Construction Loan | -1.60 | -2.58 |
Source: Morningstar Separate Account/CIT Fund Database
Short-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Amalgamated Ultra Construction Loan | 6.34 | 5.29 |
Washington Capital Mgt Mortgage Inc CF | 5.07 | 4.39 |
Voya Short Duration High Quality Trust | 1.36 | 1.65 |
FIAM Short Duration Pool | 1.33 | 1.09 |
BNY Mellon 1-3 Yr Govt/Credit Id Fd UC1 | 0.76 | 0.68 |
Fisher Investments U.S. Fixed Income 3 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Ultrashort Bond | 1 year gross return | 1 year net return |
---|---|---|
FIAM Leveraged Loan Pool | 4.74 | 4.22 |
Source: Morningstar Separate Account/CIT Fund Database
Ultrashort Bond | 5 year gross return | 5 year net return |
---|---|---|
FIAM Leveraged Loan Pool | 4.96 | 4.43 |
Source: Morningstar Separate Account/CIT Fund Database
Long Government | 1 year gross return | 1 year net return |
---|---|---|
FIAM Long U.S. Treasury STRIPS - Pool | 13.92 | 13.75 |
Blackrock 20+ Treas Bond Idx CF | 9.24 | 9.24 |
Blackrock Long Govt Bond Idx Fund CF | 8.80 | 8.80 |
State St US Lg Gov Bnd Indx SL Cl I | -6.43 | 8.60 |
BNY Mellon EB LT Govt Bond Index | 8.59 | 8.52 |
Source: Morningstar Separate Account/CIT Fund Database
Long Government | 5 year gross return | 5 year net return |
---|---|---|
Blackrock 20+ Treas Bond Idx CF | 3.73 | 3.73 |
State St US Lg Gov Bnd Indx SL Cl I | 0.00 | 3.51 |
BNY Mellon EB LT Govt Bond Index | 3.52 | 3.46 |
Blackrock Long Govt Bond Idx Fund CF | 2.60 | 2.60 |
FIAM Long U.S. Treasury STRIPS - Pool | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Long-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
FIAM Long Corporate Pool | 12.62 | 12.34 |
Blackrock Long Corp Bond Idx CF | 12.33 | 12.33 |
BNY Mellon EB LT Credit Bond Index | 12.32 | 12.26 |
FIAM Long Duration CIT | 11.13 | 10.86 |
Source: Morningstar Separate Account/CIT Fund Database
Long-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
FIAM Long Corporate Pool | 5.55 | 5.29 |
BNY Mellon EB LT Credit Bond Index | 5.18 | 5.13 |
FIAM Long Duration CIT | 4.77 | 4.51 |
Blackrock Long Corp Bond Idx CF | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Multisector Bond | 1 year gross return | 1 year net return |
---|---|---|
Loomis Sayles MSFD CIT | 8.76 | 8.15 |
Pioneer Multi-Sector F/I - T3 | 5.82 | 5.63 |
Pioneer Multi-Sector F/I - T2 | 5.90 | 5.43 |
Blackrock CoreActive Bond Fund | 4.19 | 4.19 |
FIAM Broad Market Duration Pool | 4.27 | 4.01 |
FIAM U.S. Aggregate Bond Index - Pool | 3.49 | 3.40 |
Source: Morningstar Separate Account/CIT Fund Database
Multisector Bond | 5 year gross return | 5 year net return |
---|---|---|
Pioneer Multi-Sector F/I - T3 | 3.93 | 3.74 |
FIAM Broad Market Duration Pool | 2.83 | 2.58 |
Blackrock CoreActive Bond Fund | 2.51 | 2.51 |
FIAM U.S. Aggregate Bond Index - Pool | 2.09 | 1.97 |
Loomis Sayles MSFD CIT | 0.00 | 0.00 |
Pioneer Multi-Sector F/I - T2 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Inflation-Protected Bond | 1 year gross return | 1 year net return |
---|---|---|
PIMCO Real Return Strategy Fund | 4.20 | 3.68 |
PIMCO Real Return Collective Trust II | 3.82 | 3.37 |
U.S. Treasury Inflation Prot Sec Fund F | 3.23 | 3.23 |
BNY Mellon TIPS Index Fund UC1 | 3.09 | 3.00 |
State St US Infl Protct Bnd Indx NL Cl A | 3.00 | 3.00 |
Wellington CIF II TIPS S1 | 2.73 | 2.25 |
FIAM Inter Infla-Pro Bond Index - Pool | 1.95 | 1.86 |
Source: Morningstar Separate Account/CIT Fund Database
Inflation-Protected Bond | 5 year gross return | 5 year net return |
---|---|---|
U.S. Treasury Inflation Prot Sec Fund F | 0.25 | 0.25 |
State St US Infl Protct Bnd Indx NL Cl A | 0.00 | 0.11 |
Wellington CIF II TIPS S1 | 0.30 | 0.09 |
BNY Mellon TIPS Index Fund UC1 | 0.10 | 0.03 |
FIAM Inter Infla-Pro Bond Index - Pool | 0.09 | -0.01 |
PIMCO Real Return Strategy Fund | 0.43 | -0.07 |
PIMCO Real Return Collective Trust II | 0.09 | -0.35 |
Source: Morningstar Separate Account/CIT Fund Database
Stable Value | 1 year gross return | 1 year net return |
---|---|---|
Putnam Stable Value Fund: Gross | 2.20 | 2.12 |
Putnam Stable Value Fund: 15bps | 2.20 | 2.05 |
IBEW NECA Stable Value Tr Bas Category | 2.08 | 2.05 |
Putnam Stable Value Fund: 20bps | 2.20 | 2.00 |
Galliard Managed Income Fund | 2.29 | 1.97 |
Putnam Stable Value Fund: 25bps | 2.20 | 1.95 |
Putnam Stable Value Fund: 30bps | 2.20 | 1.89 |
Invesco Stable Value Retirement Fund CL1 | 1.92 | 1.88 |
Putnam Stable Value Fund: 35bps | 2.20 | 1.84 |
Invesco Stable Value Retirement Fund CL2 | 1.91 | 1.84 |
Source: Morningstar Separate Account/CIT Fund Database
Stable Value | 5 year gross return | 5 year net return |
---|---|---|
Galliard Managed Income Fund | 2.35 | 2.03 |
Putnam Stable Value Fund: Gross | 2.02 | 2.00 |
IBEW NECA Stable Value Tr Bas Category | 2.03 | 1.92 |
Putnam Stable Value Fund: 15bps | 2.02 | 1.87 |
Putnam Stable Value Fund: 20bps | 2.02 | 1.82 |
Putnam Stable Value Fund: 25bps | 2.02 | 1.77 |
Putnam Stable Value Fund: 30bps | 2.02 | 1.71 |
IBEW NECA Stable Value Trust Premier Cl | 2.02 | 1.67 |
Putnam Stable Value Fund: 35bps | 2.02 | 1.66 |
Invesco Stable Value Retirement Fund CL1 | 1.66 | 1.58 |
Source: Morningstar Separate Account/CIT Fund Database
Convertibles | 1 year gross return | 1 year net return |
---|---|---|
Shenkman Capital Mgt Gamma Convert Fund | 9.88 | 8.99 |
Source: Morningstar Separate Account/CIT Fund Database
Convertibles | 5 year gross return | 5 year net return |
---|---|---|
Shenkman Capital Mgt Gamma Convert Fund | 6.21 | 5.36 |
Source: Morningstar Separate Account/CIT Fund Database
Emerging Markets Bond | 1 year gross return | 1 year net return |
---|---|---|
Capital Group EM Debt (Broad) DB Fund | 14.31 | 13.64 |
Capital Group EM Debt (Broad) DC Unit T | 14.15 | 13.47 |
TCW Emerging Markets Fixed Income Cl D | 12.92 | 12.03 |
FIAM Emerging Market Debt Pool | 10.60 | 9.89 |
Source: Morningstar Separate Account/CIT Fund Database
Emerging Markets Bond | 5 year gross return | 5 year net return |
---|---|---|
FIAM Emerging Market Debt Pool | 5.35 | 4.67 |
TCW Emerging Markets Fixed Income Cl D | 4.54 | 3.72 |
Capital Group EM Debt (Broad) DB Fund | 2.00 | 1.38 |
Capital Group EM Debt (Broad) DC Unit T | 1.90 | 1.29 |
Source: Morningstar Separate Account/CIT Fund Database
World Allocation | 1 year gross return | 1 year net return |
---|---|---|
Wellington Opportunistic Investment | 18.71 | 17.45 |
Capital Group Absolute Income Grower DB | 16.49 | 15.68 |
Invesco Balanced Risk Allocation Trust I | 4.72 | 10.29 |
State St Real Asset NL Cl A | 0.00 | 8.80 |
State St Real Asset NL Cl C | 11.74 | 8.62 |
Wellington CIF II Divers Inflation Hg S1 | 8.36 | 7.38 |
PIMCO Diversified Real Asset CIT | 4.34 | 3.80 |
Source: Morningstar Separate Account/CIT Fund Database
World Allocation | 5 year gross return | 5 year net return |
---|---|---|
Capital Group Absolute Income Grower DB | 8.14 | 7.39 |
Wellington Opportunistic Investment | 7.94 | 6.81 |
State St Real Asset NL Cl A | 0.00 | 0.27 |
PIMCO Diversified Real Asset CIT | 0.65 | 0.13 |
State St Real Asset NL Cl C | 0.00 | 0.10 |
Wellington CIF II Divers Inflation Hg S1 | -2.02 | -2.92 |
Invesco Balanced Risk Allocation Trust I | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Conservative Allocation | 1 year gross return | 1 year net return |
---|---|---|
Manning & Napier Pro-Mix Modrte Term S | 12.50 | 11.49 |
Manning & Napier Pro-Mix Consrv Term S | 9.94 | 9.01 |
Wellington CIF II Balanced Real Asset S1 | 7.01 | 6.52 |
Source: Morningstar Separate Account/CIT Fund Database
Conservative Allocation | 5 year gross return | 5 year net return |
---|---|---|
Manning & Napier Pro-Mix Modrte Term S | 6.22 | 5.27 |
Manning & Napier Pro-Mix Consrv Term S | 5.10 | 4.21 |
Wellington CIF II Balanced Real Asset S1 | -1.13 | -1.74 |
Source: Morningstar Separate Account/CIT Fund Database
Moderate Allocation | 1 year gross return | 1 year net return |
---|---|---|
Manning & Napier Pro-Mix Extend Term S | 15.62 | 14.58 |
Source: Morningstar Separate Account/CIT Fund Database
Moderate Allocation | 5 year gross return | 5 year net return |
---|---|---|
Manning & Napier Pro-Mix Extend Term S | 7.67 | 6.70 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2000-2010 | 1 year gross return | 1 year net return |
---|---|---|
FIAM Target Date 2010 Composite | 12.05 | 12.05 |
FIAM Target Date 2010 R | 12.12 | 11.78 |
FIAM Target Date 2010 T | 12.03 | 11.76 |
FIAM Target Date 2010 Y | 12.09 | 11.71 |
FIAM Target Date 2010 S | 11.99 | 11.70 |
FIAM Target Date 2010 X | 12.04 | 11.64 |
FIAM Target Date 2010 Q | 12.03 | 11.64 |
FIAM Target Date 2010 V | 12.09 | 11.59 |
FIAM Target Date 2010 P | 12.02 | 11.57 |
FIAM Target Date 2010 U | 12.13 | 11.57 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2000-2010 | 5 year gross return | 5 year net return |
---|---|---|
FIAM Target Date 2010 T | 7.36 | 7.10 |
FIAM Target Date 2010 S | 7.36 | 7.09 |
FIAM Target Date 2010 R | 7.37 | 7.05 |
FIAM Target Date 2010 Y | 7.36 | 7.00 |
FIAM Target Date 2010 Q | 7.34 | 6.97 |
FIAM Target Date 2010 Composite | 7.36 | 6.96 |
FIAM Target Date 2010 X | 7.35 | 6.96 |
FIAM Target Date 2010 P | 7.35 | 6.92 |
FIAM Target Date 2010 W | 7.31 | 6.88 |
FIAM Target Date 2010 V | 7.36 | 6.87 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2011-2015 | 1 year gross return | 1 year net return |
---|---|---|
FIAM Target Date 2015 Composite | 13.90 | 13.90 |
FIAM Target Date 2015 R | 13.90 | 13.56 |
FIAM Target Date 2015 S | 13.85 | 13.55 |
FIAM Target Date 2015 Y | 13.89 | 13.50 |
FIAM Target Date 2015 X | 13.90 | 13.49 |
FIAM Target Date 2015 W | 13.89 | 13.43 |
FIAM Target Date 2015 P | 13.89 | 13.43 |
FIAM Target Date 2015 Q | 13.82 | 13.43 |
FIAM Target Date 2015 V | 13.88 | 13.37 |
FIAM Target Date 2015 U | 13.87 | 13.30 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2011-2015 | 5 year gross return | 5 year net return |
---|---|---|
FIAM Target Date 2015 S | 8.13 | 7.85 |
FIAM Target Date 2015 R | 8.05 | 7.73 |
FIAM Target Date 2015 Y | 8.05 | 7.68 |
FIAM Target Date 2015 Q | 8.04 | 7.66 |
FIAM Target Date 2015 Composite | 8.05 | 7.65 |
FIAM Target Date 2015 X | 8.03 | 7.63 |
FIAM Target Date 2015 W | 8.05 | 7.62 |
FIAM Target Date 2015 P | 8.05 | 7.62 |
FIAM Target Date 2015 V | 8.05 | 7.55 |
FIAM Target Date 2015 U | 8.05 | 7.51 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2016-2020 | 1 year gross return | 1 year net return |
---|---|---|
FIAM Target Date 2020 Composite | 15.13 | 15.13 |
FIAM Target Date 2020 T | 15.12 | 14.85 |
FIAM Target Date 2020 R | 15.17 | 14.82 |
FIAM Target Date 2020 S | 15.12 | 14.82 |
FIAM Target Date 2020 Y | 15.14 | 14.75 |
FIAM Target Date 2020 X | 15.09 | 14.68 |
FIAM Target Date 2020 W | 15.14 | 14.68 |
FIAM Target Date 2020 Q | 15.08 | 14.68 |
FIAM Target Date 2020 P | 15.14 | 14.68 |
FIAM Target Date 2020 V | 15.10 | 14.58 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2016-2020 | 5 year gross return | 5 year net return |
---|---|---|
FIAM Target Date 2020 T | 8.65 | 8.39 |
FIAM Target Date 2020 S | 8.67 | 8.39 |
FIAM Target Date 2020 R | 8.65 | 8.33 |
FIAM Target Date 2020 Y | 8.65 | 8.28 |
FIAM Target Date 2020 Q | 8.64 | 8.26 |
FIAM Target Date 2020 Composite | 8.65 | 8.24 |
FIAM Target Date 2020 X | 8.63 | 8.23 |
FIAM Target Date 2020 W | 8.65 | 8.22 |
FIAM Target Date 2020 P | 8.65 | 8.21 |
FIAM Target Date 2020 V | 8.64 | 8.14 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2021-2025 | 1 year gross return | 1 year net return |
---|---|---|
State St Target Ret 2025 SL Cl I | 0.00 | 16.38 |
State St Target Ret 2025 NL Cl A | 0.00 | 16.35 |
FIAM Target Date 2025 Composite | 16.35 | 16.35 |
FIAM Target Date 2025 S | 16.30 | 16.00 |
FIAM Target Date 2025 T | 16.28 | 16.00 |
FIAM Target Date 2025 R | 16.35 | 16.00 |
FIAM Target Date 2025 Q | 16.34 | 15.93 |
FIAM Target Date 2025 X | 16.35 | 15.93 |
FIAM Target Date 2025 Y | 16.33 | 15.93 |
FIAM Target Date 2025 W | 16.34 | 15.88 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2021-2025 | 5 year gross return | 5 year net return |
---|---|---|
FIAM Target Date 2025 S | 9.61 | 9.33 |
FIAM Target Date 2025 T | 9.57 | 9.31 |
FIAM Target Date 2025 R | 9.58 | 9.25 |
FIAM Target Date 2025 Y | 9.58 | 9.20 |
FIAM Target Date 2025 Q | 9.57 | 9.18 |
FIAM Target Date 2025 X | 9.58 | 9.18 |
FIAM Target Date 2025 Composite | 9.58 | 9.17 |
FIAM Target Date 2025 W | 9.56 | 9.13 |
FIAM Target Date 2025 P | 9.56 | 9.13 |
FIAM Target Date 2025 V | 9.58 | 9.08 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2026-2030 | 1 year gross return | 1 year net return |
---|---|---|
FIAM Target Date 2030 Composite | 19.07 | 19.07 |
FIAM Target Date 2030 R | 19.14 | 18.79 |
FIAM Target Date 2030 T | 19.07 | 18.79 |
FIAM Target Date 2030 S | 19.09 | 18.79 |
FIAM Target Date 2030 Q | 19.13 | 18.71 |
FIAM Target Date 2030 Y | 19.12 | 18.71 |
FIAM Target Date 2030 W | 19.13 | 18.66 |
FIAM Target Date 2030 X | 19.07 | 18.64 |
FIAM Target Date 2030 P | 19.06 | 18.59 |
FIAM Target Date 2030 V | 19.07 | 18.54 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2026-2030 | 5 year gross return | 5 year net return |
---|---|---|
FIAM Target Date 2030 T | 10.58 | 10.31 |
FIAM Target Date 2030 S | 10.59 | 10.30 |
FIAM Target Date 2030 R | 10.59 | 10.26 |
FIAM Target Date 2030 Y | 10.59 | 10.21 |
FIAM Target Date 2030 Q | 10.59 | 10.20 |
FIAM Target Date 2030 Composite | 10.58 | 10.17 |
FIAM Target Date 2030 X | 10.56 | 10.16 |
FIAM Target Date 2030 W | 10.58 | 10.14 |
FIAM Target Date 2030 P | 10.57 | 10.13 |
FIAM Target Date 2030 V | 10.58 | 10.07 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2031-2035 | 1 year gross return | 1 year net return |
---|---|---|
FIAM Target Date 2035 Composite | 21.22 | 21.22 |
FIAM Target Date 2035 T | 21.17 | 20.88 |
FIAM Target Date 2035 S | 21.17 | 20.86 |
FIAM Target Date 2035 Q | 21.22 | 20.80 |
FIAM Target Date 2035 R | 21.15 | 20.79 |
FIAM Target Date 2035 Y | 21.20 | 20.79 |
FIAM Target Date 2035 P | 21.23 | 20.75 |
FIAM Target Date 2035 W | 21.22 | 20.73 |
FIAM Target Date 2035 X | 21.15 | 20.72 |
FIAM Target Date 2035 V | 21.17 | 20.63 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2031-2035 | 5 year gross return | 5 year net return |
---|---|---|
FIAM Target Date 2035 T | 11.55 | 11.28 |
FIAM Target Date 2035 S | 11.56 | 11.27 |
FIAM Target Date 2035 R | 11.55 | 11.22 |
FIAM Target Date 2035 Y | 11.57 | 11.19 |
FIAM Target Date 2035 Q | 11.57 | 11.18 |
FIAM Target Date 2035 X | 11.56 | 11.16 |
FIAM Target Date 2035 Composite | 11.56 | 11.14 |
FIAM Target Date 2035 W | 11.58 | 11.13 |
FIAM Target Date 2035 P | 11.56 | 11.12 |
FIAM Target Date 2035 V | 11.56 | 11.05 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2036-2040 | 1 year gross return | 1 year net return |
---|---|---|
FIAM Target Date 2040 Composite | 21.35 | 21.35 |
FIAM Target Date 2040 T | 21.37 | 21.08 |
FIAM Target Date 2040 S | 21.38 | 21.06 |
FIAM Target Date 2040 R | 21.36 | 20.99 |
FIAM Target Date 2040 W | 21.44 | 20.95 |
FIAM Target Date 2040 Y | 21.35 | 20.94 |
FIAM Target Date 2040 X | 21.37 | 20.94 |
FIAM Target Date 2040 Q | 21.36 | 20.94 |
FIAM Target Date 2040 P | 21.37 | 20.88 |
Manning & Napier RT 2040 CIT Class I | 21.67 | 20.83 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2036-2040 | 5 year gross return | 5 year net return |
---|---|---|
FIAM Target Date 2040 T | 11.68 | 11.41 |
FIAM Target Date 2040 S | 11.69 | 11.40 |
FIAM Target Date 2040 R | 11.68 | 11.35 |
FIAM Target Date 2040 Y | 11.68 | 11.30 |
FIAM Target Date 2040 Q | 11.68 | 11.29 |
FIAM Target Date 2040 Composite | 11.68 | 11.26 |
FIAM Target Date 2040 W | 11.69 | 11.25 |
FIAM Target Date 2040 X | 11.66 | 11.25 |
FIAM Target Date 2040 P | 11.68 | 11.24 |
FIAM Target Date 2040 V | 11.68 | 11.17 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2041-2045 | 1 year gross return | 1 year net return |
---|---|---|
Manning & Napier RT 2045 CIT Class I | 23.89 | 23.03 |
Manning & Napier RT 2045 CIT Class S | 23.90 | 22.69 |
FIAM Target Date 2045 Composite | 21.40 | 21.40 |
State St Target Ret 2045 SL Cl I | 0.00 | 21.39 |
State St Target Ret 2045 NL Cl A | 0.00 | 21.35 |
FIAM Target Date 2045 T | 21.34 | 21.05 |
FIAM Target Date 2045 R | 21.39 | 21.03 |
FIAM Target Date 2045 S | 21.34 | 21.03 |
FIAM Target Date 2045 Y | 21.37 | 20.96 |
FIAM Target Date 2045 W | 21.39 | 20.91 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2041-2045 | 5 year gross return | 5 year net return |
---|---|---|
FIAM Target Date 2045 T | 11.79 | 11.52 |
FIAM Target Date 2045 S | 11.78 | 11.49 |
FIAM Target Date 2045 R | 11.80 | 11.47 |
FIAM Target Date 2045 Y | 11.79 | 11.42 |
FIAM Target Date 2045 Q | 11.79 | 11.40 |
FIAM Target Date 2045 X | 11.80 | 11.39 |
FIAM Target Date 2045 Composite | 11.80 | 11.38 |
FIAM Target Date 2045 W | 11.80 | 11.36 |
FIAM Target Date 2045 P | 11.78 | 11.34 |
Voya Target Solution 2045 Trust | 11.87 | 11.32 |
Source: Morningstar Separate Account/CIT Fund Database
Retirement Income | 1 year gross return | 1 year net return |
---|---|---|
Voya Target Solution Income Trust | 10.09 | 9.55 |
Manning & Napier RT Income CIT Class I | 9.86 | 9.11 |
BNY Mellon SmartPath Retirement Income | 8.99 | 8.84 |
Manning & Napier RT Income CIT Class S | 9.90 | 8.82 |
State St Target Ret Income SL Cl I | 0.00 | 8.42 |
State St Target Ret Income NL Cl A | 0.00 | 8.41 |
Manning & Napier GOAL Income CIT Class U | 7.92 | 7.56 |
Wellington Trust Target Retire Income | 7.38 | 7.03 |
BNY Mellon SmartPath Ret Income Instl | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Retirement Income | 5 year gross return | 5 year net return |
---|---|---|
Voya Target Solution Income Trust | 6.12 | 5.60 |
BNY Mellon SmartPath Retirement Income | 5.24 | 5.07 |
Manning & Napier GOAL Income CIT Class U | 5.14 | 4.78 |
Manning & Napier RT Income CIT Class I | 5.10 | 4.38 |
State St Target Ret Income SL Cl I | 0.00 | 4.37 |
State St Target Ret Income NL Cl A | 0.00 | 4.36 |
Manning & Napier RT Income CIT Class S | 5.11 | 4.08 |
Wellington Trust Target Retire Income | 3.97 | 3.50 |
BNY Mellon SmartPath Ret Income Instl | 0.00 | 0.00 |