Large Blend | 1 year gross return | 1 year net return |
---|---|---|
361 Large Cap Concentrated Equity | 26.91 | 26.18 |
361 Large Cap Concentrated Equity â Wrap | 27.33 | 25.98 |
361 Large Cap Tax Aware Equity | 26.96 | 25.82 |
Euclid Advisory Large Cap Growth | 24.46 | 23.11 |
Federated MDT Large Cap Growth | 23.44 | 22.58 |
Wright Large Cap Core Equity | 22.99 | 22.48 |
AlphaMark Advisors Quality Large Cap Gr | 23.12 | 21.91 |
Wakefield Large Cap Equity | 23.28 | 21.80 |
Wakefield Biblically Responsible Equity | 21.37 | 20.45 |
Eagle Ridge Relative Value | 20.93 | 20.20 |
Source: Morningstar Separate Account/CIT Fund Database
Large Blend | 5 year gross return | 5 year net return |
---|---|---|
Euclid Advisory Large Cap Growth | 18.92 | 17.56 |
Mellon Capital Dynamic U.S. Equity Comp | 16.59 | 16.03 |
Jacobs Levy Core Equity (Russell 3000) | 15.76 | 15.25 |
Jacobs Levy Large Cap (S&P 500) | 15.68 | 15.14 |
Wakefield Large Cap Equity | 16.69 | 15.11 |
Oak Associates All Cap Core Growth | 15.96 | 15.10 |
Wright Large Cap Core Equity | 15.64 | 15.09 |
Calvert US Lg Cap Core Responsible strgy | 13.91 | 14.95 |
Alpha Quant Core Equity | 16.16 | 14.89 |
Piedmont Inv Advisors Market Plus | 15.04 | 14.85 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Blend | 1 year gross return | 1 year net return |
---|---|---|
Federated MDT Mid Cap Growth | 23.21 | 22.20 |
Zacks Mid-Cap Core Strategy | 23.05 | 22.15 |
Clark Navigator All Cap Core U.S. Equity | 22.35 | 21.93 |
UBS: Global Sustainable Innovators | 23.03 | 20.56 |
The Capital Mgt Corp All Cap Equity Comp | 18.98 | 18.09 |
Leuthold Select Industries | 19.06 | 17.89 |
Calvert U.S. Mid Cap Core Resp Index | 12.58 | 17.76 |
WellsCap Select Equity | 18.72 | 17.56 |
Scout Mid Cap Equity | 18.36 | 17.45 |
The London Co Mid Cap | 17.39 | 16.90 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Blend | 5 year gross return | 5 year net return |
---|---|---|
Clarkston Capital SMID Composite | 15.56 | 14.97 |
Federated MDT Mid Cap Growth | 15.87 | 14.83 |
Clark Navigator All Cap Core U.S. Equity | 15.22 | 14.82 |
Triboro Socially Responsible All Cap | 14.47 | 14.47 |
Zacks Mid-Cap Core Strategy | 15.29 | 14.43 |
Boston Partners Mid-Cap Value Equity | 14.74 | 14.35 |
PPCM Mid-Cap Eq Comp | 14.44 | 13.87 |
Scout Mid Cap Equity | 14.70 | 13.80 |
Leuthold Select Industries | 14.91 | 13.78 |
Bahl & Gaynor - Small/Mid Cap Income Gr | 14.03 | 13.74 |
Source: Morningstar Separate Account/CIT Fund Database
Small Blend | 1 year gross return | 1 year net return |
---|---|---|
Van Hulzen Small Cap | 24.79 | 24.07 |
Piedmont Optimized SMid Core | 21.16 | 20.67 |
Bernzott Capital US Small Cap Value | 21.48 | 20.66 |
Systematic SMID Cap Free Cash Flow | 21.35 | 20.35 |
Reinhart Partners Genesis PMV | 20.44 | 19.45 |
AllianzGI US Systematic Small Cap | 19.66 | 19.10 |
Orchard Select Small Cap Value | 19.98 | 18.81 |
Wakefield Small Cap Equity | 19.60 | 18.09 |
Perritt MicroCap Opportunities | 19.11 | 17.94 |
Systematic Small Cap Free Cash Flow | 19.04 | 17.92 |
Source: Morningstar Separate Account/CIT Fund Database
Small Blend | 5 year gross return | 5 year net return |
---|---|---|
Jacobs Levy Small Cap (S&P 600) | 18.28 | 17.30 |
Wakefield Small Cap Equity | 17.50 | 15.98 |
ZPR Fundamental Small Cap Value | 17.05 | 15.68 |
Algert US Small Cap | 16.39 | 15.37 |
The Capital Mgt Corp SMID | 16.01 | 15.36 |
Jacobs Levy Small Cap (Russell 2000) | 16.15 | 15.19 |
Wellington Small Cap Opportunities | 16.19 | 15.15 |
Federated MDT Sm-Cap Core | 16.28 | 15.14 |
Systematic Small Cap Free Cash Flow | 16.14 | 15.04 |
Palisades Small Cap Core | 15.56 | 14.85 |
Source: Morningstar Separate Account/CIT Fund Database
Large Growth | 1 year gross return | 1 year net return |
---|---|---|
Maytech Global Growth Composite | 43.45 | 41.94 |
Morgan Stanley Multi Cap Growth | 40.26 | 38.91 |
Baillie Gifford US Equities | 38.30 | 37.51 |
ARI Global Opportunities (ESG) | 37.28 | 37.28 |
Morgan Stanley Growth | 36.90 | 35.94 |
Marsico Non-Taxable Select Alpha Growth | 37.78 | 35.54 |
MRM All Domestic Equity | 36.05 | 34.21 |
Elemental Capital Focused Growth | 33.59 | 32.09 |
Baron Large Cap Growth Strategy | 32.25 | 31.40 |
ARI Global Equity (ESG) | 30.95 | 30.95 |
Source: Morningstar Separate Account/CIT Fund Database
Large Growth | 5 year gross return | 5 year net return |
---|---|---|
LEIA CBI | 23.14 | 23.14 |
Morgan Stanley Growth | 21.74 | 20.85 |
ARI Global Opportunities (ESG) | 20.56 | 20.56 |
Morgan Stanley Multi Cap Growth | 20.95 | 19.77 |
Maytech Global Growth Composite | 20.63 | 19.14 |
T. Rowe Price US Large-Cap Growth Equity | 19.51 | 18.93 |
Edgewood Mgt Lg-Cap Gr | 19.84 | 18.84 |
Cognios Quantitative Large Cap Growth | 19.23 | 18.82 |
Peregrine Capital Mgt Large Cap Growth | 19.19 | 18.67 |
Merlin Focused Growth | 19.69 | 18.56 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Growth | 1 year gross return | 1 year net return |
---|---|---|
Advisory Research U.S. Mid Cap Growth | 37.95 | 36.90 |
Morgan Stanley Mid-Cap Growth Strategy | 35.43 | 34.36 |
Baron High Growth Strategy | 34.76 | 33.48 |
Kayne Anderson Rudnick Mid Sustain Gr | 34.34 | 33.40 |
DF Dent Mid Cap Growth | 30.51 | 29.73 |
Night Owl All Cap | 30.07 | 28.59 |
DF Dent Multi Cap Growth | 29.20 | 28.37 |
AB US SMID Cap Growth | 29.57 | 28.36 |
Federated Growth Equity Comp | 29.84 | 28.05 |
Fiera Mid Cap Growth | 29.03 | 27.80 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Growth | 5 year gross return | 5 year net return |
---|---|---|
Naylor & Company Core Composite | 20.28 | 17.77 |
Cognios Quantitative All Cap Growth | 17.92 | 17.44 |
Sandhill Concentrated Equity Alpha | 17.49 | 16.57 |
Federated Growth Equity Comp | 18.08 | 16.41 |
Janus Henderson Mid Cap Growth | 16.65 | 15.90 |
ClariVest Mid Cap Growth | 16.62 | 15.76 |
Fiera Mid Cap Growth | 16.85 | 15.75 |
Essex Inv Mgt Research Strategy | 16.71 | 15.59 |
T. Rowe Price US Mid-Cap Growth Equity | 16.27 | 15.58 |
William Blair Small-Mid Cap Growth | 16.64 | 15.54 |
Source: Morningstar Separate Account/CIT Fund Database
Small Growth | 1 year gross return | 1 year net return |
---|---|---|
Kayne Anderson Rudnick SC Quality Select | 76.31 | 74.30 |
Next Century Growth Small Cap Ultra | 45.56 | 44.56 |
Granahan SC Advantage | 42.40 | 41.84 |
Kayne Anderson Rudnick SC Sustain Growth | 42.15 | 40.83 |
Granahan Inv Mgt - Sm Cap Focused Grth | 41.27 | 40.35 |
Granahan Inv Mgt Small Cap Discoveries | 41.32 | 40.05 |
Kayne Anderson Rudnick Small Cap Core | 36.73 | 35.46 |
Macquarie Small Cap Growth | 36.18 | 35.16 |
Weatherbie Capital â Spec Gr Eq | 35.78 | 35.06 |
Wasatch Micro Cap Growth Composite | 36.04 | 34.07 |
Source: Morningstar Separate Account/CIT Fund Database
Small Growth | 5 year gross return | 5 year net return |
---|---|---|
Kayne Anderson Rudnick SC Sustain Growth | 20.98 | 19.80 |
Ashford Small Company Growth | 20.42 | 19.57 |
Granahan Inv Mgt Small Cap Discoveries | 19.20 | 18.62 |
Granahan Inv Mgt - Sm Cap Focused Grth | 19.21 | 18.52 |
Kayne Anderson Rudnick SC Quality Select | 19.63 | 18.15 |
Driehaus Micro Cap Growth | 19.34 | 18.13 |
Rice Hall James Micro Cap Opportunities | 19.09 | 18.13 |
Rice Hall James Small Cap Opportunities | 18.67 | 17.93 |
Friess Small Cap Growth | 18.80 | 17.74 |
Driehaus Small Cap Growth | 18.62 | 17.57 |
Source: Morningstar Separate Account/CIT Fund Database
Large Value | 1 year gross return | 1 year net return |
---|---|---|
O'Shaughnessy Market Leaders Core | 24.00 | 23.47 |
RCM Focus 10 | 20.76 | 19.56 |
O'Shaughnessy Market Leaders Value | 20.47 | 19.16 |
Federated MDT All Cap Core | 19.76 | 18.95 |
RCM Focus 20 | 19.72 | 18.65 |
Cornerstone Concentrated 30 | 19.29 | 18.41 |
Braver Dividend Income | 20.04 | 18.27 |
PIMCO StocksPLUS Long Duration | 18.10 | 17.53 |
Queens Oak Concentrated Large Cap Value | 18.46 | 17.47 |
Ziegler Cap Large Cap Core | 17.86 | 17.17 |
Source: Morningstar Separate Account/CIT Fund Database
Large Value | 5 year gross return | 5 year net return |
---|---|---|
PIMCO StocksPLUS Long Duration | 17.27 | 16.71 |
Alpha Quant Value Equity | 16.63 | 15.36 |
Shapiro Capital All Cap Opportunity | 16.29 | 15.20 |
Levin Capital All-cap | 16.29 | 15.15 |
O'Shaughnessy Market Leaders Core | 15.19 | 14.53 |
Queens Oak Concentrated Large Cap Value | 15.19 | 14.22 |
WEDGE Large Cap Value | 15.03 | 14.19 |
Federated MDT All Cap Core | 14.84 | 14.05 |
AJO Top Cap | 14.28 | 14.00 |
Boston Partners Premium Equity | 14.56 | 13.94 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Value | 1 year gross return | 1 year net return |
---|---|---|
Donald Smith & Co. Md-Cap Val Eq | 21.34 | 21.06 |
Smith Graham Mid-Cap Value | 17.65 | 16.77 |
MAP US Multi-Cap Value Composite | 17.75 | 16.60 |
AllianzGI Mid Cap Value 100 | 17.54 | 16.55 |
Donald Smith & Co. Lg-Cap Cncntrd Val Eq | 16.11 | 15.57 |
TCW Relative Value Mid Cap | 15.95 | 15.02 |
Donald Smith & Co. All Eq Accounts Comp | 15.42 | 14.92 |
Financial Trust Discplnd Dividend Income | 16.04 | 14.61 |
AJO Large Cap - Dynamic 115/15 | 14.23 | 13.97 |
Affinity Midcap Equity | 13.79 | 13.12 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Value | 5 year gross return | 5 year net return |
---|---|---|
Smith Graham Mid-Cap Value | 17.02 | 16.15 |
Martingale MidCap Core | 15.29 | 14.50 |
Donald Smith & Co. Lg-Cap Cncntrd Val Eq | 14.99 | 14.43 |
Smith Graham SMID (Small/Mid) Cap Value | 15.16 | 14.32 |
Clifford Capital All-Cap Value | 14.83 | 14.09 |
Brandywine Div Mid Cap Dedicated Val | 14.64 | 13.80 |
AJO Large Cap - Dynamic 115/15 | 14.01 | 13.75 |
Donald Smith & Co. Md-Cap Val Eq | 13.91 | 13.61 |
Kennedy All Cap Value | 14.20 | 13.43 |
Sycamore Mid Cap Value Comp | 14.22 | 13.37 |
Source: Morningstar Separate Account/CIT Fund Database
Small Value | 1 year gross return | 1 year net return |
---|---|---|
Brandywine Small Mid Cap Val Eq | 15.19 | 14.17 |
O'Shaughnessy Micro Cap | 14.69 | 13.53 |
Brandywine Institutional Small Cap Value | 13.92 | 12.82 |
Hotchkis & Wiley -Small Cap Divsfd Value | 13.36 | 12.71 |
Huber Select SMID Cap Value | 12.43 | 12.03 |
Walthausen & Co Select Value Composite | 12.34 | 11.80 |
InView Domestic (US) Small Value Port | 12.36 | 11.80 |
Walthausen & Co Small Cap Value Comp | 12.36 | 11.65 |
Vulcan Value Partners Small Cap Stra | 12.37 | 11.42 |
DePrince, Race & Zollo, Micro Cap Val | 12.44 | 11.38 |
Source: Morningstar Separate Account/CIT Fund Database
Small Value | 5 year gross return | 5 year net return |
---|---|---|
Pacific Ridge Capital Ptnrs Micro Cp Val | 18.97 | 17.11 |
O'Shaughnessy Micro Cap | 18.28 | 17.05 |
Foundry Partners Micro Cap Value | 15.06 | 13.98 |
Towle & Co. Deep Value | 14.79 | 13.97 |
Hotchkis & Wiley -Small Cap Divsfd Value | 14.80 | 13.93 |
Federated MDT Sm-Cap Val | 14.91 | 13.77 |
DGHM Micro Cap | 15.10 | 13.73 |
Jacobs Levy Sm Cap Val (R 2500 Val) | 14.58 | 13.67 |
BMO Disciplined SCV Composite | 14.43 | 13.43 |
WellsCap Special US Small Cap Value Eq | 14.45 | 13.33 |
Source: Morningstar Separate Account/CIT Fund Database
Bear Market | 1 year gross return | 1 year net return |
---|---|---|
Triboro Alternative | 6.61 | 6.61 |
Federated Alternative Bear Equity Comp | -9.52 | -10.82 |
Source: Morningstar Separate Account/CIT Fund Database
Bear Market | 5 year gross return | 5 year net return |
---|---|---|
Federated Alternative Bear Equity Comp | -12.24 | -13.54 |
Triboro Alternative | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Financial | 1 year gross return | 1 year net return |
---|---|---|
Hilton Financial Opportunity | 15.22 | 13.60 |
ZPR Volume Winners | 12.87 | 11.17 |
ZPR Volume Value | 11.12 | 9.35 |
Confluence BDC-Wrap | -8.83 | -10.16 |
Source: Morningstar Separate Account/CIT Fund Database
Financial | 5 year gross return | 5 year net return |
---|---|---|
ZPR Volume Value | 22.27 | 20.29 |
ZPR Volume Winners | 19.13 | 17.24 |
Confluence BDC-Wrap | 3.91 | 2.57 |
Hilton Financial Opportunity | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Health | 1 year gross return | 1 year net return |
---|---|---|
Financial Trust Health Value | 9.88 | 8.52 |
Janus Henderson Gbl Life Sciences ADR MA | 10.99 | 7.78 |
Nicholas Inv-Healthcare Opportunities | 24.90 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Health | 5 year gross return | 5 year net return |
---|---|---|
Financial Trust Health Value | 15.42 | 13.99 |
Janus Henderson Gbl Life Sciences ADR MA | 14.80 | 11.47 |
Nicholas Inv-Healthcare Opportunities | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Natural Resources | 1 year gross return | 1 year net return |
---|---|---|
GMO Resources Strategy | 25.96 | 25.16 |
KBIGI Global Resource Solution | 14.14 | 13.18 |
Investec Global Natural Res Composite | 11.65 | 10.83 |
Boston Global Natural Resources Equity | 11.33 | 10.45 |
Wellington Global Natural Resources | 10.39 | 9.33 |
Cohen & Steers Natural Resources | 9.45 | 8.74 |
Jennison Global Natural Resources | 3.67 | 3.26 |
Financial Trust Global Resources | 3.97 | 2.67 |
Signia Concentrated Value Equity | -4.56 | -5.29 |
SailingStone Global Natural Resources | -6.99 | -7.60 |
Source: Morningstar Separate Account/CIT Fund Database
Natural Resources | 5 year gross return | 5 year net return |
---|---|---|
GMO Resources Strategy | 6.20 | 5.50 |
Boston Global Natural Resources Equity | 3.32 | 2.50 |
Investec Global Natural Res Composite | 0.31 | -0.49 |
Wellington Global Natural Resources | 0.24 | -0.75 |
Financial Trust Global Resources | -0.53 | -1.76 |
Jennison Global Natural Resources | -3.20 | -3.56 |
SailingStone Global Natural Resources | -8.15 | -8.78 |
KBIGI Global Resource Solution | 0.00 | 0.00 |
Cohen & Steers Natural Resources | 0.00 | 0.00 |
Signia Concentrated Value Equity | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Equity Precious Metals | 1 year gross return | 1 year net return |
---|---|---|
WellsCap Precious Metals | -6.59 | -7.48 |
GAMCO Gold | -12.53 | -13.26 |
Source: Morningstar Separate Account/CIT Fund Database
Equity Precious Metals | 5 year gross return | 5 year net return |
---|---|---|
GAMCO Gold | -7.07 | -7.98 |
WellsCap Precious Metals | -7.95 | -8.83 |
Source: Morningstar Separate Account/CIT Fund Database
Real Estate | 1 year gross return | 1 year net return |
---|---|---|
CBRE Clarion International Real Estate | 15.53 | 14.60 |
Ranger Global Real Estate | 10.09 | 9.21 |
Financial Trust Global REIT | 6.44 | 5.12 |
Neuberger Berman REIT | 2.96 | 2.19 |
PGI Real Estate Equity Securities | 2.65 | 2.09 |
Cohen & Steers Realty Focus | 2.77 | 1.98 |
Invesco US REITs | 1.15 | 0.39 |
Wellington Real Estate Securities | 0.53 | -0.20 |
Adelante Core Plus Strategy Composite | -0.35 | -0.35 |
Neuberger Berman REIT SMA | 2.61 | -0.37 |
Source: Morningstar Separate Account/CIT Fund Database
Real Estate | 5 year gross return | 5 year net return |
---|---|---|
Cohen & Steers Realty Focus | 11.73 | 10.77 |
PGI Real Estate Equity Securities | 9.00 | 8.41 |
Heitman US Focused RE Securities | 8.63 | 7.91 |
Chilton Capital REIT | 8.73 | 7.79 |
Heitman US RE Securities | 8.26 | 7.78 |
Wellington Real Estate Securities | 8.09 | 7.29 |
CenterSquare REIT Separate Account | 7.78 | 7.25 |
Adelante Total Return Strategy Composite | 7.66 | 7.24 |
Adelante Core Plus Strategy Composite | 8.01 | 7.15 |
Cornerstone U.S. REIT Total Return | 7.41 | 6.87 |
Source: Morningstar Separate Account/CIT Fund Database
Technology | 1 year gross return | 1 year net return |
---|---|---|
Zevenbergen Z/Tech | 51.74 | 50.51 |
QID U.S. Titans Equity Strategy | 43.74 | 43.74 |
AllianzGI Global Technology Equity | 40.35 | 38.98 |
RS Technology Composite | 35.72 | 34.36 |
MFS Technology Equity | 33.44 | 32.47 |
Wellington Global Technology | 31.56 | 30.60 |
Wellington Global Technology Opps | 24.86 | 23.90 |
Oak Associates Technology Portfolio | 23.70 | 21.88 |
Crabtree Multi-Cap Technology | 21.27 | 20.50 |
Princeton Young Enterprise Shares (YES) | 9.26 | 8.67 |
Source: Morningstar Separate Account/CIT Fund Database
Technology | 5 year gross return | 5 year net return |
---|---|---|
Zevenbergen Z/Tech | 27.53 | 26.40 |
AllianzGI Global Technology Equity | 23.24 | 22.10 |
RS Technology Composite | 23.16 | 21.97 |
Wellington Global Technology Opps | 22.40 | 21.49 |
MFS Technology Equity | 21.60 | 20.69 |
Wellington Global Technology | 21.22 | 20.33 |
Oak Associates Technology Portfolio | 19.81 | 18.99 |
Crabtree Multi-Cap Technology | 17.56 | 16.76 |
Princeton Young Enterprise Shares (YES) | 9.67 | 8.43 |
QID U.S. Titans Equity Strategy | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Utilities | 1 year gross return | 1 year net return |
---|---|---|
Wellington Enduring Assets | 10.35 | 9.55 |
MFS Utilities Equity | 5.45 | 4.76 |
Miller/Howard â Utilities Plus | 1.38 | 0.37 |
Source: Morningstar Separate Account/CIT Fund Database
Utilities | 5 year gross return | 5 year net return |
---|---|---|
Miller/Howard â Utilities Plus | 9.91 | 8.82 |
Wellington Enduring Assets | 8.03 | 7.27 |
MFS Utilities Equity | 6.60 | 5.91 |
Source: Morningstar Separate Account/CIT Fund Database
Equity Energy | 1 year gross return | 1 year net return |
---|---|---|
Wellington Energy | 0.32 | -0.67 |
Miller/Howard Drill Bit Burn Tipˆ® No K1s | -5.45 | -6.40 |
Tortoise Select Energy Opportunity | -6.10 | -6.90 |
Miller/Howard Drill Bit Burn Tipˆ® | -6.39 | -7.32 |
Miller/Howard E&P Institutional Strategy | -6.40 | -7.34 |
Drill Bit to Burner Tipˆ® No K1s SMA | -5.58 | -8.39 |
Drill Bit to Burner Tipˆ® SMA | -6.44 | -9.22 |
Baron Energy and Resources Strategy | -8.94 | -9.49 |
Orleans Energy Opportunities | -15.93 | -16.78 |
Source: Morningstar Separate Account/CIT Fund Database
Equity Energy | 5 year gross return | 5 year net return |
---|---|---|
Miller/Howard Drill Bit Burn Tipˆ® | 2.56 | 1.54 |
Miller/Howard Drill Bit Burn Tipˆ® No K1s | 2.07 | 1.05 |
Tortoise Select Energy Opportunity | 1.01 | 0.04 |
Drill Bit to Burner Tipˆ® SMA | 2.57 | -0.46 |
Wellington Energy | 0.29 | -0.72 |
Drill Bit to Burner Tipˆ® No K1s SMA | 2.16 | -0.86 |
Baron Energy and Resources Strategy | -3.99 | -4.54 |
Miller/Howard E&P Institutional Strategy | -4.87 | -5.83 |
Orleans Energy Opportunities | -7.40 | -8.33 |
Source: Morningstar Separate Account/CIT Fund Database
Aggressive Allocation | 1 year gross return | 1 year net return |
---|---|---|
WSTCM International Select Risk-Managed | 17.45 | 16.62 |
Horizon Hybrid Focused | 16.29 | 16.29 |
NorthCoast CAN SLIM Investment Program | 18.19 | 16.19 |
Niemann Risk Managed US Equity | 17.39 | 15.27 |
CLS American Funds Agg Growth 85 | 15.35 | 15.08 |
Taxable Frontier Asset Mgmt LT Growth | 15.23 | 14.66 |
Atalanta Sosnoff Balanced | 15.01 | 14.42 |
CW Frontier Asset Mgmt Global Opp | 14.98 | 14.41 |
Frontier Asset Mgmt Long-Term Growth | 14.89 | 14.32 |
Horizon Hybrid Growth | 14.10 | 14.10 |
Source: Morningstar Separate Account/CIT Fund Database
Aggressive Allocation | 5 year gross return | 5 year net return |
---|---|---|
Clark Navigator MultiStrategy 75-25 | 11.46 | 11.08 |
Niemann Risk Managed US Equity | 13.09 | 10.96 |
CLS American Funds Agg Growth 85 | 10.68 | 10.41 |
Atalanta Sosnoff Balanced | 10.73 | 9.93 |
Golub Group Equity Income | 10.86 | 9.69 |
NorthCoast Growth | 10.74 | 9.57 |
Eads & Heald Wealth Counsel Bal | 10.42 | 9.50 |
Calamos US Opportunities Composite | 10.20 | 9.47 |
ASAP Conservative Growth Strategy | 9.67 | 9.41 |
Horizon Hybrid Focused | 9.40 | 9.40 |
Source: Morningstar Separate Account/CIT Fund Database
Bank Loan | 1 year gross return | 1 year net return |
---|---|---|
DDJ Bank Loan Strategy | 9.47 | 8.89 |
Octagon Senior Secured Credit | 7.35 | 6.62 |
Loomis Sayles Sr Floating Rate and FI | 6.02 | 5.50 |
Prudential US Senior Secured Loans | 5.68 | 5.10 |
Eaton Vance Mgt Senior Secured Floating | 5.57 | 5.08 |
Columbia Bank Loan Strategy | 5.71 | 5.04 |
Ares Institutional Loan Fund L.P. | 5.56 | 4.72 |
Barings U.S. Senior Secured Loans | 5.11 | 4.58 |
Penn Capital Def Floating Rate Inc | 4.80 | 4.48 |
Lord Abbett & Co. Bank Loan | 4.93 | 4.40 |
Source: Morningstar Separate Account/CIT Fund Database
Bank Loan | 5 year gross return | 5 year net return |
---|---|---|
Octagon Senior Secured Credit | 5.75 | 5.05 |
Loomis Sayles Sr Floating Rate and FI | 5.45 | 4.93 |
Invesco Euro Bank Loans Euro Composite | 5.34 | 4.82 |
OFI Global Senior Loans | 5.08 | 4.57 |
Columbia Bank Loan Strategy | 4.86 | 4.23 |
Prudential US Senior Secured Loans | 4.78 | 4.20 |
Lord Abbett & Co. Bank Loan | 4.67 | 4.17 |
Eaton Vance Mgt Senior Secured Floating | 4.63 | 4.14 |
ICM Senior Loan Fund (ICM SLF) | 4.86 | 4.11 |
Federated Bank Loan Composite | 4.57 | 4.06 |
Source: Morningstar Separate Account/CIT Fund Database
Small Value | 1 year gross return | 1 year net return |
---|---|---|
Brandywine Small Mid Cap Val Eq | 15.19 | 14.17 |
O'Shaughnessy Micro Cap | 14.69 | 13.53 |
Brandywine Institutional Small Cap Value | 13.92 | 12.82 |
Hotchkis & Wiley -Small Cap Divsfd Value | 13.36 | 12.71 |
Huber Select SMID Cap Value | 12.43 | 12.03 |
Walthausen & Co Select Value Composite | 12.34 | 11.80 |
InView Domestic (US) Small Value Port | 12.36 | 11.80 |
Walthausen & Co Small Cap Value Comp | 12.36 | 11.65 |
Vulcan Value Partners Small Cap Stra | 12.37 | 11.42 |
DePrince, Race & Zollo, Micro Cap Val | 12.44 | 11.38 |
Source: Morningstar Separate Account/CIT Fund Database
Small Value | 5 year gross return | 5 year net return |
---|---|---|
Pacific Ridge Capital Ptnrs Micro Cp Val | 18.97 | 17.11 |
O'Shaughnessy Micro Cap | 18.28 | 17.05 |
Foundry Partners Micro Cap Value | 15.06 | 13.98 |
Towle & Co. Deep Value | 14.79 | 13.97 |
Hotchkis & Wiley -Small Cap Divsfd Value | 14.80 | 13.93 |
Federated MDT Sm-Cap Val | 14.91 | 13.77 |
DGHM Micro Cap | 15.10 | 13.73 |
Jacobs Levy Sm Cap Val (R 2500 Val) | 14.58 | 13.67 |
BMO Disciplined SCV Composite | 14.43 | 13.43 |
WellsCap Special US Small Cap Value Eq | 14.45 | 13.33 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Value | 1 year gross return | 1 year net return |
---|---|---|
Donald Smith & Co. Md-Cap Val Eq | 21.34 | 21.06 |
Smith Graham Mid-Cap Value | 17.65 | 16.77 |
MAP US Multi-Cap Value Composite | 17.75 | 16.60 |
AllianzGI Mid Cap Value 100 | 17.54 | 16.55 |
Donald Smith & Co. Lg-Cap Cncntrd Val Eq | 16.11 | 15.57 |
TCW Relative Value Mid Cap | 15.95 | 15.02 |
Donald Smith & Co. All Eq Accounts Comp | 15.42 | 14.92 |
Financial Trust Discplnd Dividend Income | 16.04 | 14.61 |
AJO Large Cap - Dynamic 115/15 | 14.23 | 13.97 |
Affinity Midcap Equity | 13.79 | 13.12 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Value | 5 year gross return | 5 year net return |
---|---|---|
Smith Graham Mid-Cap Value | 17.02 | 16.15 |
Martingale MidCap Core | 15.29 | 14.50 |
Donald Smith & Co. Lg-Cap Cncntrd Val Eq | 14.99 | 14.43 |
Smith Graham SMID (Small/Mid) Cap Value | 15.16 | 14.32 |
Clifford Capital All-Cap Value | 14.83 | 14.09 |
Brandywine Div Mid Cap Dedicated Val | 14.64 | 13.80 |
AJO Large Cap - Dynamic 115/15 | 14.01 | 13.75 |
Donald Smith & Co. Md-Cap Val Eq | 13.91 | 13.61 |
Kennedy All Cap Value | 14.20 | 13.43 |
Sycamore Mid Cap Value Comp | 14.22 | 13.37 |
Source: Morningstar Separate Account/CIT Fund Database
Large Value | 1 year gross return | 1 year net return |
---|---|---|
O'Shaughnessy Market Leaders Core | 24.00 | 23.47 |
RCM Focus 10 | 20.76 | 19.56 |
O'Shaughnessy Market Leaders Value | 20.47 | 19.16 |
Federated MDT All Cap Core | 19.76 | 18.95 |
RCM Focus 20 | 19.72 | 18.65 |
Cornerstone Concentrated 30 | 19.29 | 18.41 |
Braver Dividend Income | 20.04 | 18.27 |
PIMCO StocksPLUS Long Duration | 18.10 | 17.53 |
Queens Oak Concentrated Large Cap Value | 18.46 | 17.47 |
Ziegler Cap Large Cap Core | 17.86 | 17.17 |
Source: Morningstar Separate Account/CIT Fund Database
Large Value | 5 year gross return | 5 year net return |
---|---|---|
PIMCO StocksPLUS Long Duration | 17.27 | 16.71 |
Alpha Quant Value Equity | 16.63 | 15.36 |
Shapiro Capital All Cap Opportunity | 16.29 | 15.20 |
Levin Capital All-cap | 16.29 | 15.15 |
O'Shaughnessy Market Leaders Core | 15.19 | 14.53 |
Queens Oak Concentrated Large Cap Value | 15.19 | 14.22 |
WEDGE Large Cap Value | 15.03 | 14.19 |
Federated MDT All Cap Core | 14.84 | 14.05 |
AJO Top Cap | 14.28 | 14.00 |
Boston Partners Premium Equity | 14.56 | 13.94 |
Source: Morningstar Separate Account/CIT Fund Database
Small Growth | 1 year gross return | 1 year net return |
---|---|---|
Kayne Anderson Rudnick SC Quality Select | 76.31 | 74.30 |
Next Century Growth Small Cap Ultra | 45.56 | 44.56 |
Granahan SC Advantage | 42.40 | 41.84 |
Kayne Anderson Rudnick SC Sustain Growth | 42.15 | 40.83 |
Granahan Inv Mgt - Sm Cap Focused Grth | 41.27 | 40.35 |
Granahan Inv Mgt Small Cap Discoveries | 41.32 | 40.05 |
Kayne Anderson Rudnick Small Cap Core | 36.73 | 35.46 |
Macquarie Small Cap Growth | 36.18 | 35.16 |
Weatherbie Capital â Spec Gr Eq | 35.78 | 35.06 |
Wasatch Micro Cap Growth Composite | 36.04 | 34.07 |
Source: Morningstar Separate Account/CIT Fund Database
Small Growth | 5 year gross return | 5 year net return |
---|---|---|
Kayne Anderson Rudnick SC Sustain Growth | 20.98 | 19.80 |
Ashford Small Company Growth | 20.42 | 19.57 |
Granahan Inv Mgt Small Cap Discoveries | 19.20 | 18.62 |
Granahan Inv Mgt - Sm Cap Focused Grth | 19.21 | 18.52 |
Kayne Anderson Rudnick SC Quality Select | 19.63 | 18.15 |
Driehaus Micro Cap Growth | 19.34 | 18.13 |
Rice Hall James Micro Cap Opportunities | 19.09 | 18.13 |
Rice Hall James Small Cap Opportunities | 18.67 | 17.93 |
Friess Small Cap Growth | 18.80 | 17.74 |
Driehaus Small Cap Growth | 18.62 | 17.57 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Growth | 1 year gross return | 1 year net return |
---|---|---|
Advisory Research U.S. Mid Cap Growth | 37.95 | 36.90 |
Morgan Stanley Mid-Cap Growth Strategy | 35.43 | 34.36 |
Baron High Growth Strategy | 34.76 | 33.48 |
Kayne Anderson Rudnick Mid Sustain Gr | 34.34 | 33.40 |
DF Dent Mid Cap Growth | 30.51 | 29.73 |
Night Owl All Cap | 30.07 | 28.59 |
DF Dent Multi Cap Growth | 29.20 | 28.37 |
AB US SMID Cap Growth | 29.57 | 28.36 |
Federated Growth Equity Comp | 29.84 | 28.05 |
Fiera Mid Cap Growth | 29.03 | 27.80 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Growth | 5 year gross return | 5 year net return |
---|---|---|
Naylor & Company Core Composite | 20.28 | 17.77 |
Cognios Quantitative All Cap Growth | 17.92 | 17.44 |
Sandhill Concentrated Equity Alpha | 17.49 | 16.57 |
Federated Growth Equity Comp | 18.08 | 16.41 |
Janus Henderson Mid Cap Growth | 16.65 | 15.90 |
ClariVest Mid Cap Growth | 16.62 | 15.76 |
Fiera Mid Cap Growth | 16.85 | 15.75 |
Essex Inv Mgt Research Strategy | 16.71 | 15.59 |
T. Rowe Price US Mid-Cap Growth Equity | 16.27 | 15.58 |
William Blair Small-Mid Cap Growth | 16.64 | 15.54 |
Source: Morningstar Separate Account/CIT Fund Database
Large Growth | 1 year gross return | 1 year net return |
---|---|---|
Maytech Global Growth Composite | 43.45 | 41.94 |
Morgan Stanley Multi Cap Growth | 40.26 | 38.91 |
Baillie Gifford US Equities | 38.30 | 37.51 |
ARI Global Opportunities (ESG) | 37.28 | 37.28 |
Morgan Stanley Growth | 36.90 | 35.94 |
Marsico Non-Taxable Select Alpha Growth | 37.78 | 35.54 |
MRM All Domestic Equity | 36.05 | 34.21 |
Elemental Capital Focused Growth | 33.59 | 32.09 |
Baron Large Cap Growth Strategy | 32.25 | 31.40 |
ARI Global Equity (ESG) | 30.95 | 30.95 |
Source: Morningstar Separate Account/CIT Fund Database
Large Growth | 5 year gross return | 5 year net return |
---|---|---|
LEIA CBI | 23.14 | 23.14 |
Morgan Stanley Growth | 21.74 | 20.85 |
ARI Global Opportunities (ESG) | 20.56 | 20.56 |
Morgan Stanley Multi Cap Growth | 20.95 | 19.77 |
Maytech Global Growth Composite | 20.63 | 19.14 |
T. Rowe Price US Large-Cap Growth Equity | 19.51 | 18.93 |
Edgewood Mgt Lg-Cap Gr | 19.84 | 18.84 |
Cognios Quantitative Large Cap Growth | 19.23 | 18.82 |
Peregrine Capital Mgt Large Cap Growth | 19.19 | 18.67 |
Merlin Focused Growth | 19.69 | 18.56 |
Source: Morningstar Separate Account/CIT Fund Database
Small Blend | 1 year gross return | 1 year net return |
---|---|---|
Van Hulzen Small Cap | 24.79 | 24.07 |
Piedmont Optimized SMid Core | 21.16 | 20.67 |
Bernzott Capital US Small Cap Value | 21.48 | 20.66 |
Systematic SMID Cap Free Cash Flow | 21.35 | 20.35 |
Reinhart Partners Genesis PMV | 20.44 | 19.45 |
AllianzGI US Systematic Small Cap | 19.66 | 19.10 |
Orchard Select Small Cap Value | 19.98 | 18.81 |
Wakefield Small Cap Equity | 19.60 | 18.09 |
Perritt MicroCap Opportunities | 19.11 | 17.94 |
Systematic Small Cap Free Cash Flow | 19.04 | 17.92 |
Source: Morningstar Separate Account/CIT Fund Database
Small Blend | 5 year gross return | 5 year net return |
---|---|---|
Jacobs Levy Small Cap (S&P 600) | 18.28 | 17.30 |
Wakefield Small Cap Equity | 17.50 | 15.98 |
ZPR Fundamental Small Cap Value | 17.05 | 15.68 |
Algert US Small Cap | 16.39 | 15.37 |
The Capital Mgt Corp SMID | 16.01 | 15.36 |
Jacobs Levy Small Cap (Russell 2000) | 16.15 | 15.19 |
Wellington Small Cap Opportunities | 16.19 | 15.15 |
Federated MDT Sm-Cap Core | 16.28 | 15.14 |
Systematic Small Cap Free Cash Flow | 16.14 | 15.04 |
Palisades Small Cap Core | 15.56 | 14.85 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Blend | 1 year gross return | 1 year net return |
---|---|---|
Federated MDT Mid Cap Growth | 23.21 | 22.20 |
Zacks Mid-Cap Core Strategy | 23.05 | 22.15 |
Clark Navigator All Cap Core U.S. Equity | 22.35 | 21.93 |
UBS: Global Sustainable Innovators | 23.03 | 20.56 |
The Capital Mgt Corp All Cap Equity Comp | 18.98 | 18.09 |
Leuthold Select Industries | 19.06 | 17.89 |
Calvert U.S. Mid Cap Core Resp Index | 12.58 | 17.76 |
WellsCap Select Equity | 18.72 | 17.56 |
Scout Mid Cap Equity | 18.36 | 17.45 |
The London Co Mid Cap | 17.39 | 16.90 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Blend | 5 year gross return | 5 year net return |
---|---|---|
Clarkston Capital SMID Composite | 15.56 | 14.97 |
Federated MDT Mid Cap Growth | 15.87 | 14.83 |
Clark Navigator All Cap Core U.S. Equity | 15.22 | 14.82 |
Triboro Socially Responsible All Cap | 14.47 | 14.47 |
Zacks Mid-Cap Core Strategy | 15.29 | 14.43 |
Boston Partners Mid-Cap Value Equity | 14.74 | 14.35 |
PPCM Mid-Cap Eq Comp | 14.44 | 13.87 |
Scout Mid Cap Equity | 14.70 | 13.80 |
Leuthold Select Industries | 14.91 | 13.78 |
Bahl & Gaynor - Small/Mid Cap Income Gr | 14.03 | 13.74 |
Source: Morningstar Separate Account/CIT Fund Database
Large Blend | 1 year gross return | 1 year net return |
---|---|---|
361 Large Cap Concentrated Equity | 26.91 | 26.18 |
361 Large Cap Concentrated Equity â Wrap | 27.33 | 25.98 |
361 Large Cap Tax Aware Equity | 26.96 | 25.82 |
Euclid Advisory Large Cap Growth | 24.46 | 23.11 |
Federated MDT Large Cap Growth | 23.44 | 22.58 |
Wright Large Cap Core Equity | 22.99 | 22.48 |
AlphaMark Advisors Quality Large Cap Gr | 23.12 | 21.91 |
Wakefield Large Cap Equity | 23.28 | 21.80 |
Wakefield Biblically Responsible Equity | 21.37 | 20.45 |
Eagle Ridge Relative Value | 20.93 | 20.20 |
Source: Morningstar Separate Account/CIT Fund Database
Large Blend | 5 year gross return | 5 year net return |
---|---|---|
Euclid Advisory Large Cap Growth | 18.92 | 17.56 |
Mellon Capital Dynamic U.S. Equity Comp | 16.59 | 16.03 |
Jacobs Levy Core Equity (Russell 3000) | 15.76 | 15.25 |
Jacobs Levy Large Cap (S&P 500) | 15.68 | 15.14 |
Wakefield Large Cap Equity | 16.69 | 15.11 |
Oak Associates All Cap Core Growth | 15.96 | 15.10 |
Wright Large Cap Core Equity | 15.64 | 15.09 |
Calvert US Lg Cap Core Responsible strgy | 13.91 | 14.95 |
Alpha Quant Core Equity | 16.16 | 14.89 |
Piedmont Inv Advisors Market Plus | 15.04 | 14.85 |
Source: Morningstar Separate Account/CIT Fund Database
Long/Short Equity | 1 year gross return | 1 year net return |
---|---|---|
Epoch Global Absolute Return | 20.48 | 19.13 |
QMA US Core Equity Extended | 16.80 | 16.05 |
Atlas 100/30 Long Short | 16.65 | 15.55 |
BP Emerging Markets L/S Equity | 16.09 | 14.31 |
PVG Dynamic Core ETF | 13.16 | 12.01 |
Horizon Focused ETF with Risk Assist | 14.03 | 11.98 |
WellsCap Analytic Global Long/Short Eq | 12.29 | 11.56 |
Robinson Market Opportunity | 12.46 | 11.49 |
Quantum Hedged Equity | 11.33 | 10.40 |
Horizon Growth ETF with Risk Assist | 12.36 | 10.35 |
Source: Morningstar Separate Account/CIT Fund Database
Long/Short Equity | 5 year gross return | 5 year net return |
---|---|---|
QMA US Core Equity Extended | 16.17 | 15.42 |
WellsCap Analytic Global Long/Short Eq | 10.69 | 10.14 |
Confluence IDEA - Plus | 11.59 | 9.86 |
Atlas 100/30 Long Short | 10.26 | 9.32 |
Calamos Phineus Long/Short Composite | 10.62 | 9.09 |
Epoch Global Absolute Return | 8.80 | 7.47 |
Boston Partners Research Equity Comp | 8.30 | 6.97 |
Horizon Focused ETF with Risk Assist | 8.68 | 6.58 |
Astor Dynamic Allocation | 8.29 | 6.31 |
Glenmede Long Short | 7.30 | 5.98 |
Source: Morningstar Separate Account/CIT Fund Database
Leveraged Net Long | 1 year gross return | 1 year net return |
---|---|---|
AQR Capital Global RC 40(140/40) | 21.98 | 21.09 |
Lazard Global 130/30 | 21.75 | 20.72 |
MacKay Shields US Equity Opportunities | 17.36 | 16.67 |
Martingale 130/30 LargeCap Growth | 17.22 | 16.39 |
Chicago Equity Large Cap 130/30 | 17.03 | 16.34 |
WellsCap Analytic Core Eq Plus(Russ1000) | 16.06 | 15.50 |
AQR Capital US Relaxed Constraint 40 | 16.14 | 15.46 |
Numeric Investors Amplified Core 130/30 | 15.34 | 14.43 |
Martingale 130/30 LargeCap Core 500 | 14.88 | 14.06 |
AJO Top Cap Absolute Value 130/30 | 13.97 | 13.54 |
Source: Morningstar Separate Account/CIT Fund Database
Leveraged Net Long | 5 year gross return | 5 year net return |
---|---|---|
Numeric Investors Amplified Core 130/30 | 17.76 | 16.64 |
Martingale 130/30 LargeCap Growth | 16.98 | 16.12 |
MacKay Shields US Equity Opportunities | 16.25 | 15.56 |
AQR Capital US Relaxed Constraint 40 | 16.24 | 15.56 |
Martingale Low Volatility Long/Short | 15.89 | 15.04 |
Martingale 130/30 LargeCap Core 500 | 15.51 | 14.66 |
Constantia Small Cap 130/30 | 15.52 | 14.62 |
UBS: US Equity Opportunity Unconstrained | 14.55 | 14.41 |
Constantia Large Cap 130/30 | 15.06 | 14.38 |
Glenmede Large Cap 130/30 | 15.18 | 14.33 |
Source: Morningstar Separate Account/CIT Fund Database
Market Neutral | 1 year gross return | 1 year net return |
---|---|---|
Cognios Enhanced Market Neutral | 29.21 | 27.76 |
Copeland Risk Managed Dividend Growth | 12.42 | 11.22 |
Convergence Market Neutral | 9.27 | 8.14 |
Cognios Market Neutral Large Cap Value | 8.60 | 6.99 |
Invesco US Market Neutral Equity | 5.03 | 5.03 |
Swan Defined Risk Strategy | 4.95 | 4.48 |
Constantia Merger-Arbitrage | 4.78 | 4.17 |
SSI Convertible Income | 4.94 | 3.93 |
Research Market Neutral | 4.16 | 3.12 |
American Century US Discp Eq Mkt Neutral | 2.46 | 1.03 |
Source: Morningstar Separate Account/CIT Fund Database
Market Neutral | 5 year gross return | 5 year net return |
---|---|---|
Copeland Risk Managed Dividend Growth | 9.77 | 8.66 |
Cognios Market Neutral Large Cap Value | 7.20 | 5.66 |
Swan Defined Risk Strategy | 5.94 | 5.44 |
Constantia Merger-Arbitrage | 5.47 | 4.93 |
Invesco US Market Neutral Equity | 3.62 | 3.61 |
Constantia Equity Market Neutral | 4.01 | 3.11 |
SSI Convertible Income | 3.21 | 2.21 |
Martingale Equity Market Neutral | 2.11 | 1.09 |
Research Market Neutral | 2.05 | 1.01 |
American Century US Discp Eq Mkt Neutral | 2.37 | 0.89 |
Source: Morningstar Separate Account/CIT Fund Database
World Stock | 1 year gross return | 1 year net return |
---|---|---|
Baillie Gifford Long Term Global Growth | 41.75 | 40.77 |
Morgan Stanley Global Opportunity | 36.52 | 35.25 |
Marsico Non-Taxable Global Growth | 36.36 | 35.16 |
Jennison Global Equity Opportunities | 34.77 | 33.76 |
DSM Global Growth Equity | 34.23 | 33.15 |
John Hsu Capital Glbl Top-Down Eq | 32.09 | 31.09 |
Sands Global Growth Eqty | 31.16 | 30.08 |
DSM Global Focus Equity | 68.94 | 28.02 |
Artisan Global Equity | 28.67 | 27.42 |
Hardman Johnston Global Equity | 28.14 | 27.27 |
Source: Morningstar Separate Account/CIT Fund Database
World Stock | 5 year gross return | 5 year net return |
---|---|---|
Morgan Stanley Global Opportunity | 24.38 | 22.92 |
Baillie Gifford Long Term Global Growth | 20.97 | 20.13 |
T. Rowe Price Glb Focused Growth Equity | 16.69 | 15.97 |
Morgan Stanley Global Discovery | 17.55 | 15.84 |
Jennison Global Equity Opportunities | 16.65 | 15.78 |
DSM Global Growth Equity | 16.55 | 15.46 |
Hardman Johnston Global Equity | 15.50 | 14.68 |
Marsico Non-Taxable Global Growth | 15.69 | 14.51 |
DSM Global Focus Equity | 22.00 | 14.50 |
Wellington Global Growth | 15.13 | 14.28 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Value | 1 year gross return | 1 year net return |
---|---|---|
Acadian ACW ex-U.S. Equity Composite | 24.08 | 23.17 |
Columbia International Equity | 21.34 | 20.38 |
Systematic International Equity | 19.57 | 18.58 |
AJO International Large Cap | 18.87 | 18.37 |
Denali Network Value International | 18.34 | 18.05 |
O'Shaughnessy International ADR. | 20.72 | 17.76 |
Neosho International All Cap Value | 18.67 | 17.66 |
Causeway International Opportunities | 18.00 | 17.57 |
GMO Intnl All Cntry Eqt Allct Strg | 18.34 | 17.45 |
ClariVest International Core | 18.10 | 17.12 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Value | 5 year gross return | 5 year net return |
---|---|---|
American Century Non-U.S. Intrinsic Val | 13.39 | 12.99 |
Wellington Intl Contrarian Value | 12.72 | 11.78 |
RBC International Equity Fund | 10.17 | 9.14 |
Systematic International Equity | 10.08 | 9.12 |
MacKay Shields Systematic Intl Equity | 9.49 | 8.94 |
ClariVest International Core | 9.68 | 8.79 |
Pzena International Focused Value | 9.41 | 8.78 |
Acadian ACW ex-U.S. Equity Composite | 9.48 | 8.66 |
Columbia International Equity | 9.49 | 8.62 |
Brandywine Intl Opportunistic Eq | 9.30 | 8.50 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Blend | 1 year gross return | 1 year net return |
---|---|---|
Acadian Non-U.S. All-Cap Equity Compst | 24.18 | 23.27 |
Shelton International Select Equity | 24.48 | 23.05 |
UBS: Global Equity Ex-US ACWI | 23.92 | 22.93 |
WellsCap International Equity CEF | 23.92 | 22.89 |
Acadian Non-U.S. Concentrated Eq Compst | 23.87 | 22.78 |
Acadian Non-U.S. Equity Composite | 23.16 | 22.25 |
HGK International Equity | 23.41 | 22.25 |
UBS: Global Ex-US Sustainable Equity | 22.01 | 21.06 |
UBS: Global Equity Ex-US | 20.98 | 20.42 |
GlobeFlex ACWI Ex-U.S. | 20.87 | 20.01 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Blend | 5 year gross return | 5 year net return |
---|---|---|
Acadian ADR Non-U.S. Equity Composite | 12.84 | 12.00 |
Acadian Non-U.S. Equity Composite | 11.56 | 10.73 |
Acadian Non-US ADR Eq (Model/Envestnet) | 12.37 | 10.67 |
HGK International Equity | 11.29 | 10.29 |
Acadian Non-U.S. All-Cap Equity Compst | 10.86 | 10.03 |
WellsCap EverKey Focused Global Equity | 11.11 | 10.02 |
Clark Navigator International Equity/ADR | 10.01 | 9.63 |
SGA International All Cap Equity | 10.20 | 9.54 |
Tocqueville Asset Mgt Intl Multi Cap Eq | 10.22 | 9.23 |
WellsCap International Equity CEF | 10.15 | 9.22 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Growth | 1 year gross return | 1 year net return |
---|---|---|
Morgan Stanley International Opportunity | 39.26 | 37.92 |
Jennison Intl Eq Opportunities Cmpst | 37.02 | 36.52 |
Baillie Gifford EAFE Plus Alpha Equities | 36.94 | 36.12 |
ARI EAFE | 35.13 | 35.13 |
PNC Cap Adv International Growth Equity | 33.76 | 32.73 |
Morgan Stanley International Advantage | 33.71 | 32.31 |
Marsico Non-Taxable International Growth | 34.13 | 32.10 |
American Century Non-US Concntr Growth | 30.62 | 30.04 |
Putnam International Growth Equity | 29.17 | 28.24 |
ClearBridge International Growth | 29.13 | 28.12 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Growth | 5 year gross return | 5 year net return |
---|---|---|
Morgan Stanley International Opportunity | 19.68 | 18.40 |
Morgan Stanley International Advantage | 15.47 | 14.11 |
Wellington International Quality Growth | 14.00 | 13.16 |
Baillie Gifford EAFE Plus Alpha Equities | 12.40 | 11.73 |
Baron International Growth Strategy | 12.46 | 11.47 |
Nuveen International Gr ADR comp | 12.58 | 11.45 |
MFSˆ® International Val Eq | 11.84 | 11.00 |
Eagle Ridge International Quality | 11.33 | 10.85 |
PNC Cap Adv International Growth Equity | 11.41 | 10.56 |
WCM Inv Mgt Focused Growth Intl | 11.20 | 10.47 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Small/Mid Value | 1 year gross return | 1 year net return |
---|---|---|
Acadian Non-U.S. Small-Cap Equity Compst | 27.25 | 26.31 |
ARGA International Small-Cap Strategy | 27.01 | 25.52 |
The Boston International Small Cap Eq | 26.55 | 25.44 |
GlobeFlex International Micro Cap Cmpst | 26.27 | 25.20 |
AJO International Small Cap | 24.49 | 24.03 |
Templeton Intl Sm Cap Eq | 24.79 | 23.63 |
QMA International Small Cap Equity | 23.86 | 22.84 |
LMCG Int'l Sm Cap Eq | 22.99 | 21.87 |
Renaissance International Small Cap Eq | 21.07 | 20.21 |
LSV Asset Mgt Intl Sm-Cap Val Eq | 21.15 | 19.98 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Small/Mid Value | 5 year gross return | 5 year net return |
---|---|---|
Acadian Non-U.S. Small-Cap Equity Compst | 13.77 | 12.93 |
LMCG Int'l Sm Cap Eq | 13.99 | 12.92 |
GlobeFlex International Micro Cap Cmpst | 12.91 | 11.92 |
Segall Bryant International Small Cap | 12.52 | 11.87 |
QMA International Small Cap Equity | 12.46 | 11.53 |
The Boston International Small Cap Eq | 12.42 | 11.42 |
LSV Asset Mgt Intl Sm-Cap Val Eq | 12.37 | 11.27 |
ClearBridge International Small Cap | 10.71 | 9.62 |
Brandes International Small Cap Eq | 9.82 | 8.90 |
Templeton Intl Sm Cap Eq | 9.81 | 8.79 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Small/Mid Growth | 1 year gross return | 1 year net return |
---|---|---|
Brown Capital Intl Small Company | 45.46 | 44.99 |
CastleArk International Small Cap Equity | 42.29 | 41.16 |
Macquarie International Small Cap Equity | 39.40 | 38.93 |
WCM International Small Cap Growth | 39.32 | 38.26 |
Driehaus International Small Cap Gr | 37.67 | 36.19 |
TH & B International Opportunities | 37.28 | 35.69 |
American Century Non-U.S. Small Cap | 35.58 | 34.36 |
TCW International Small Cap | 34.62 | 33.27 |
EAM International Small Cap | 34.57 | 33.24 |
GW&K International Small Cap Strategy | 33.95 | 32.63 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Small/Mid Growth | 5 year gross return | 5 year net return |
---|---|---|
OFI Global International Small-Mid Cap | 17.95 | 16.93 |
Expedition Intl Micro Cap Comp | 18.44 | 16.80 |
GA International Small Cap Composite | 16.26 | 15.29 |
TimesSquare International Small Cap | 15.63 | 14.49 |
Barings International Small Cap Equity | 15.35 | 14.41 |
EAM International Small Cap | 14.80 | 13.68 |
T. Rowe Price International Small-Cap Eq | 14.31 | 13.24 |
FIIG Foreign Equity Small Cap Composite | 13.45 | 12.82 |
Macquarie International Small Cap Equity | 13.35 | 12.53 |
Driehaus International Small Cap Gr | 13.62 | 12.35 |
Source: Morningstar Separate Account/CIT Fund Database
Latin America Stock | 1 year gross return | 1 year net return |
---|---|---|
Financial Trust Latin Value Momentum | 28.07 | 26.48 |
Morgan Stanley Latin America Equity | 20.73 | 20.31 |
T. Rowe Price Latin America Equity | 21.05 | 20.03 |
Ashmore Latin America Small Cap Equity | 14.10 | 12.42 |
Source: Morningstar Separate Account/CIT Fund Database
Latin America Stock | 5 year gross return | 5 year net return |
---|---|---|
Financial Trust Latin Value Momentum | 12.15 | 10.77 |
T. Rowe Price Latin America Equity | 0.36 | -0.50 |
Morgan Stanley Latin America Equity | -1.68 | -2.03 |
Ashmore Latin America Small Cap Equity | -3.31 | -4.82 |
Source: Morningstar Separate Account/CIT Fund Database
Europe Stock | 1 year gross return | 1 year net return |
---|---|---|
T. Rowe Price Europe Smaller Comp Equity | 36.36 | 35.39 |
Boston Company Euroland Small Cap Equity | 28.39 | 27.21 |
Baillie Gifford Europe ex-UK Equities | 24.00 | 23.28 |
Acadian European Equity Composite | 22.22 | 21.32 |
Newton Pan European Equity | 20.50 | 19.89 |
MFSˆ® European Research Equity | 20.10 | 19.38 |
PGI European Equity | 19.53 | 19.05 |
Wellington Strategic European Equity | 19.61 | 18.71 |
NS Partners International Equity | 19.50 | 18.62 |
Atlas Enhanced Europe | 19.22 | 18.58 |
Source: Morningstar Separate Account/CIT Fund Database
Europe Stock | 5 year gross return | 5 year net return |
---|---|---|
Boston Company Euroland Small Cap Equity | 16.60 | 15.52 |
T. Rowe Price Europe Smaller Comp Equity | 16.03 | 15.17 |
Numeric Investors Europe Core | 13.83 | 13.02 |
Acadian European Equity Composite | 12.09 | 11.26 |
Baillie Gifford Europe ex-UK Equities | 11.40 | 10.70 |
Intech European Large Cap Core | 10.26 | 9.70 |
T. Rowe Price Europe ex-UK Equity | 10.18 | 9.64 |
Wellington Strategic European Equity | 10.34 | 9.52 |
Brandes European Equity | 9.27 | 8.61 |
PGI European Equity | 9.06 | 8.54 |
Source: Morningstar Separate Account/CIT Fund Database
Japan Stock | 1 year gross return | 1 year net return |
---|---|---|
DaiwaSB Japan EqSmall Cap Absolute Value | 39.53 | 38.58 |
Burgundy Asian (All Cap) Composite | 35.26 | 33.94 |
Baillie Gifford Japan Growth | 31.77 | 31.00 |
Baillie Gifford Japanese All Cap | 31.74 | 30.88 |
DaiwaSB Japan Eq MidSm Cap GARP | 30.63 | 29.74 |
T. Rowe Price Japan Equity | 28.63 | 27.95 |
DaiwaSB Japan Eq Small Cap GARP | 26.43 | 25.56 |
FIAM Japan Growth | 25.67 | 24.69 |
Dalton Japan Long Only Composite | 25.36 | 24.32 |
Lazard Japanese Equity | 24.54 | 24.13 |
Source: Morningstar Separate Account/CIT Fund Database
Japan Stock | 5 year gross return | 5 year net return |
---|---|---|
DaiwaSB Japan EqSmall Cap Absolute Value | 24.24 | 23.39 |
DaiwaSB Japan Eq MidSm Cap GARP | 18.94 | 18.12 |
DaiwaSB Japan Eq Small Cap GARP | 16.51 | 15.73 |
Burgundy Asian (All Cap) Composite | 16.40 | 15.25 |
Baillie Gifford Japanese All Cap | 15.72 | 14.97 |
Dalton Japan Long Only Composite | 16.08 | 14.95 |
T. Rowe Price Japan Equity | 14.41 | 13.78 |
Usonian Japan Value | 14.91 | 13.57 |
Baillie Gifford Japan Growth | 14.06 | 13.35 |
Brandes Japan Equity | 13.66 | 12.76 |
Source: Morningstar Separate Account/CIT Fund Database
Pacific/Asia ex-Japan Stk | 1 year gross return | 1 year net return |
---|---|---|
Baillie Gifford Asia ex Japan Equities | 39.74 | 38.78 |
Investec 4Factor Asia Pacific ex Jap Eq | 36.38 | 35.52 |
PGI Asia ex-Japan Equity | 26.72 | 25.94 |
FIIG Asia ex-Japan Equity | 26.30 | 25.69 |
AllianzGI Asia-Pfc ex Japan Eq(Core Reg) | 26.12 | 24.95 |
NB Asian Opportunities Composite | 25.98 | 24.92 |
MFSˆ® Asia ex Japan Equity | 25.75 | 24.86 |
Lazard Emg Markets Eq Blend Asia ADR | 25.46 | 24.77 |
AllianzGI Total Return Asia Equity | 27.12 | 24.70 |
T. Rowe Price Asia ex-Japan Equity | 24.83 | 23.88 |
Source: Morningstar Separate Account/CIT Fund Database
Pacific/Asia ex-Japan Stk | 5 year gross return | 5 year net return |
---|---|---|
Baillie Gifford Asia ex Japan Equities | 12.04 | 11.29 |
FIIG Asia ex-Japan Equity | 11.51 | 10.21 |
Investec 4Factor Asia Pacific ex Jap Eq | 10.32 | 9.61 |
Brandes Asia Pacific ex-Japan Equity | 10.17 | 9.09 |
MFSˆ® Asia ex Japan Equity | 9.34 | 8.54 |
Morgan Stanley Asia Equity | 8.07 | 7.81 |
AllianzGI Total Return Asia Equity | 9.77 | 7.75 |
T. Rowe Price Asia ex-Japan Equity | 8.58 | 7.68 |
MFSˆ® Asia Pacific ex Japan | 8.41 | 7.62 |
AllianzGI Asia-Pfc ex Japan Eq(Core Reg) | 8.52 | 7.57 |
Source: Morningstar Separate Account/CIT Fund Database
Diversified Pacific/Asia | 1 year gross return | 1 year net return |
---|---|---|
ARI Asia Pacific | 41.01 | 41.01 |
Sit Inv Pac Basin | 27.48 | 26.36 |
WellsCap SF Global Asia Pacific Equity | 26.40 | 25.41 |
ZPR All Asian | 23.76 | 22.28 |
Financial Trust Asia ValueMomentum | 23.07 | 21.55 |
Accuvest Asian Advantage | 19.64 | 18.79 |
Asia Pacific inc Japan Equity | 19.25 | 18.05 |
Horizon Asia Institutional | 17.84 | 16.67 |
Templeton Asia Pacific Eq | 16.19 | 15.49 |
Dalton Asia Pacific Long Only Composite | 13.34 | 12.38 |
Source: Morningstar Separate Account/CIT Fund Database
Diversified Pacific/Asia | 5 year gross return | 5 year net return |
---|---|---|
Financial Trust Asia ValueMomentum | 17.12 | 15.68 |
ARI Asia Pacific | 14.18 | 14.18 |
Dalton Asia Pacific Long Only Composite | 11.43 | 10.08 |
WellsCap SF Global Asia Pacific Equity | 9.79 | 8.92 |
Sit Inv Pac Basin | 9.45 | 8.47 |
SSgA Asia Pacific Value Spotlight | 8.91 | 8.27 |
Accuvest Asian Advantage | 7.06 | 6.56 |
Asia Pacific inc Japan Equity | 7.33 | 6.26 |
Horizon Asia Institutional | 7.17 | 6.10 |
ZPR All Asian | 6.97 | 5.63 |
Source: Morningstar Separate Account/CIT Fund Database
Diversified Emerging Mkts | 1 year gross return | 1 year net return |
---|---|---|
Van Eck Emerging Markets Equ Comp. | 36.46 | 35.52 |
Macquarie Emerging Markets Opportunities | 36.58 | 35.15 |
FIIG Emerging Markets Small Cap | 35.22 | 34.98 |
Ashmore EM Frontier Africa Equity | 38.49 | 34.57 |
FIIG Frontier Markets | 35.14 | 34.56 |
Barings Global Emerging Markets Equity | 35.25 | 34.24 |
American Century Emerging Markets | 35.18 | 34.04 |
McKinley Capital Emerging Markets Growth | 33.96 | 33.87 |
WCM Inv Mgt Emerging Markets | 34.16 | 33.64 |
Martin Currie Global Emerging Markets | 34.18 | 33.50 |
Source: Morningstar Separate Account/CIT Fund Database
Diversified Emerging Mkts | 5 year gross return | 5 year net return |
---|---|---|
Numeric Investors Emerging Markets Alpha | 13.18 | 11.95 |
Acadian Frontier Markets Equity Compst | 13.08 | 11.42 |
Ashmore EM Frontier Markets Equity | 12.99 | 11.19 |
AJO Emerging Markets Small Cap | 11.27 | 10.74 |
Ashmore EM Middle East Equity | 12.46 | 10.73 |
Acadian Emerging Markets Small-Cap Comp | 11.95 | 10.58 |
Nuveen-Sector Emerging Markets (ADR) | 11.44 | 10.40 |
Sands Capital Emerging Markets Growth | 10.93 | 9.64 |
JP Morgan GEM Discovery | 9.52 | 9.54 |
Macquarie Emerging Markets Equity Sm Cap | 11.10 | 9.35 |
Source: Morningstar Separate Account/CIT Fund Database
Global Real Estate | 1 year gross return | 1 year net return |
---|---|---|
Cohen & Steers European Real Estate Secs | 36.45 | 34.97 |
PGI Global ex-US Real Estate Securities | 19.88 | 19.18 |
Cohen & Steers Int'l Real Estate Secs | 19.97 | 19.14 |
Duff & Phelps Intl Real Estate Secs | 19.40 | 18.19 |
Goldman Sachs Intl Real Estate Secs | 14.96 | 14.02 |
Global REIT Income Preference | 12.51 | 11.76 |
Third Avenue Real Estate Value Equity | 11.74 | 10.41 |
PGI Global Real Estate Securities | 10.79 | 10.24 |
Heitman Global Prime Select Strategy | 10.92 | 10.19 |
American Century Global Real Estate | 10.76 | 10.10 |
Source: Morningstar Separate Account/CIT Fund Database
Global Real Estate | 5 year gross return | 5 year net return |
---|---|---|
Cohen & Steers European Real Estate Secs | 14.18 | 13.22 |
PGI Core Real Estate Property | 12.23 | 10.94 |
Third Avenue Real Estate Value Equity | 10.16 | 8.92 |
Global REIT Income Preference | 8.18 | 7.47 |
Duff&Phelps Glbl Real Estate Securities | 7.99 | 7.12 |
Brookfield Gbl Rl Estate Secs Alpha | 7.31 | 6.54 |
Duff & Phelps Intl Real Estate Secs | 7.44 | 6.48 |
PGI Global Real Estate Securities | 7.00 | 6.44 |
Adelante Global Strategy Composite | 7.01 | 6.32 |
Cohen & Steers Global Real Estate Secs | 6.62 | 6.17 |
Source: Morningstar Separate Account/CIT Fund Database
World Bond | 1 year gross return | 1 year net return |
---|---|---|
Brandywine International Fixed Inc | 12.52 | 12.02 |
Brandywine Intl Opportunistic Fxd Inc | 12.35 | 11.85 |
Brandywine Global Opportun Fxd Inc | 12.03 | 11.52 |
AB Global ex-US Plus FI | 12.08 | 11.52 |
Prudential Global Aggregate Plus | 11.90 | 11.51 |
Brandywine Global Fixed Income | 11.84 | 11.24 |
WellsCap International Bond | 11.00 | 10.51 |
Brandywine Glbl Inv Grade Sovereign Fxd | 10.83 | 10.34 |
OFI Global International Bond | 10.85 | 10.32 |
Western Asset Mgt Glbl Sovereign | 10.10 | 9.79 |
Source: Morningstar Separate Account/CIT Fund Database
World Bond | 5 year gross return | 5 year net return |
---|---|---|
Western Asset Mgt UK Core Full | 6.43 | 6.15 |
Greystone Long Bond Fund | 4.97 | 4.66 |
PIMCO Non US Hedged | 5.02 | 4.50 |
Western Asset Mgt Euro Core Full Discr | 4.40 | 4.17 |
Prudential Global Aggregate Plus | 4.48 | 4.11 |
Stone Harbor Global High Yield 50/50 | 4.38 | 4.01 |
Stone Harbor Glbl High Yield Comp 70/30 | 4.24 | 3.84 |
Standish Euro Core Plus Fixed Income | 4.13 | 3.81 |
Brandywine Global Opportunistic Tot Ret | 4.55 | 3.78 |
MFS Global Aggregate Opportunistic FI | 4.19 | 3.77 |
Source: Morningstar Separate Account/CIT Fund Database
High Yield Bond | 1 year gross return | 1 year net return |
---|---|---|
DDJ Total Return Credit II Composite | 11.48 | 10.00 |
DDJ U.S. Opportunistic High Yield Comp | 10.26 | 9.68 |
TCW Opportunistic MBS | 8.78 | 8.02 |
MacKay Select High Yield Composite | 8.13 | 7.48 |
Diamond Hill High Yield | 7.74 | 7.21 |
Wellington Global High Yield | 7.49 | 6.90 |
Morgan Stanley Global High Yield | 8.20 | 6.84 |
Pioneer Global High Yield | 7.18 | 6.65 |
Artisan High Income | 7.02 | 6.26 |
Pacific Income High Yield SMA | 6.76 | 6.25 |
Source: Morningstar Separate Account/CIT Fund Database
High Yield Bond | 5 year gross return | 5 year net return |
---|---|---|
MacKay Select High Yield Composite | 7.51 | 6.96 |
DDJ U.S. Opportunistic High Yield Comp | 7.48 | 6.93 |
T. Rowe Price Europe High Yield Bond | 7.19 | 6.65 |
Oaktree European High Yield Bonds | 7.02 | 6.49 |
Lord Abbett High Yield Opportunistic | 6.81 | 6.28 |
Nomura NCRAM HY Total Return Inst | 6.74 | 6.21 |
TCW Opportunistic MBS | 6.85 | 6.11 |
Strategic Income Mmgt SiM High Yld Instl | 6.47 | 6.05 |
Federated Opportunistic High Yield Comp | 6.50 | 5.98 |
PGI Global High Yield | 6.52 | 5.87 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate Government | 1 year gross return | 1 year net return |
---|---|---|
Semper Active Mortgage-Backed Securities | 3.93 | 3.56 |
Great Lakes Core Government Only | 1.14 | 1.05 |
DBF Intermediate Duration Govt/Agency | 1.10 | 0.85 |
DBF Interm Mortgage-Backed Securities | 1.01 | 0.76 |
M.D. Sass Core Fix-Inc | 1.05 | 0.75 |
MFS US Government Fixed Income | 1.07 | 0.74 |
Chicago Equity Core Fix-Inc | 0.85 | 0.60 |
Smith Breeden Mortgage Index Plus | 0.95 | 0.59 |
Northern Trust Government Index | 0.50 | 0.35 |
CCM Fixed Income Portfolio | 0.84 | 0.34 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate Government | 5 year gross return | 5 year net return |
---|---|---|
Semper Active Mortgage-Backed Securities | 4.48 | 4.05 |
Smith Breeden Mortgage Index Plus | 2.02 | 1.67 |
M.D. Sass Core Fix-Inc | 1.74 | 1.46 |
TCW Index Plus MBS | 1.68 | 1.46 |
Great Lakes Core Government Only | 1.41 | 1.31 |
MFS US Government Fixed Income | 1.59 | 1.30 |
Ryan Labs LDI Interm Duration 3-5 | 1.53 | 1.16 |
Chicago Equity Core Fix-Inc | 1.39 | 1.14 |
Amalgamated Bank Intermediate Duration | 1.33 | 1.08 |
Northern Trust Government Index | 1.15 | 1.00 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Herzfeld Taxable Closed-End Bond | 10.96 | 10.13 |
Flaherty & Crumrine Separate Mgd Account | 7.02 | 6.50 |
Spectrum Preferred Securities | 5.94 | 5.70 |
RSA Unconstrained Bond Strategy | 5.46 | 4.93 |
BCM Decathlon Conservative Aspect(Pro1) | 7.36 | 4.57 |
PIMCO Diversified Income | 5.09 | 4.38 |
Piedmont Inv Advisors Yld Advantage Agg | 1.68 | 4.32 |
Logan Circle Multi-Sector Fixed Income | 4.53 | 4.12 |
ClearArc Capital Strategic Income Plus | 4.49 | 4.02 |
BBH Core Fixed Income | 4.27 | 4.01 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Flaherty & Crumrine Separate Mgd Account | 7.07 | 6.56 |
Herzfeld Taxable Closed-End Bond | 7.32 | 6.46 |
Spectrum Preferred Securities | 6.37 | 6.11 |
RSA Unconstrained Bond Strategy | 5.30 | 4.78 |
PIMCO Diversified Income | 4.87 | 4.14 |
Morgan Stanley Core Plus Fix-Inc | 4.52 | 3.88 |
ClearArc Capital Strategic Income Plus | 4.29 | 3.82 |
PIMCO Global Invstm Grade Corporate | 4.28 | 3.79 |
Templeton Taxable Municipal Intermediate | 3.72 | 3.47 |
BBH Core Fixed Income | 3.70 | 3.44 |
Source: Morningstar Separate Account/CIT Fund Database
Short Government | 1 year gross return | 1 year net return |
---|---|---|
Mortgage Backed Securities Composite | 2.09 | 1.84 |
Garcia Hamilton Short Duration | 1.10 | 0.95 |
Standish Glb Govt-Short Dur (US$ Hedged) | 0.96 | 0.81 |
Ryan Labs Limited Duration Govt Credit | 0.95 | 0.68 |
Sit Inv Short Dur Strat | 1.08 | 0.67 |
PNC Cap Adv US Government Mortgage | 0.90 | 0.55 |
M.D. Sass 2-Year FI | 0.75 | 0.52 |
MPI Inv Mgt US Fix-Inc | 1.02 | 0.45 |
RBC Access Capital Community Invmt | 0.70 | 0.29 |
RBC Short Duration: 1-3 Year Government | 0.46 | 0.24 |
Source: Morningstar Separate Account/CIT Fund Database
Short Government | 5 year gross return | 5 year net return |
---|---|---|
Mortgage Backed Securities Composite | 2.48 | 2.22 |
RBC Access Capital Community Invmt | 2.01 | 1.60 |
Sit Inv Short Dur Strat | 2.00 | 1.59 |
PNC Cap Adv US Government Mortgage | 1.70 | 1.34 |
Garcia Hamilton Short Duration | 1.21 | 1.08 |
Victory INCORE Short Government | 1.39 | 1.04 |
M.D. Sass 3-Year FI | 1.41 | 1.04 |
M.D. Sass 2-Year FI | 1.21 | 0.96 |
MPI Inv Mgt US Fix-Inc | 1.24 | 0.70 |
WellsCap Montgomery US Short Duration FI | 1.05 | 0.60 |
Source: Morningstar Separate Account/CIT Fund Database
Short-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Diamond Hill Short Duration Total Return | 4.35 | 3.98 |
Manulife AM Strategic Fixed Income Opp | 4.07 | 3.65 |
TCW Strategic Income | 5.12 | 2.86 |
Frost Intermediate Taxable Composite | 3.31 | 2.74 |
Semper Short Duration Fixed Income Strgy | 3.23 | 2.61 |
Newfleet Multi-Sector Short Dur Cpst | 2.91 | 2.42 |
Manulife AM US Strategic Fixed Income | 2.77 | 2.36 |
Crossmark Income Opportunities | 2.29 | 2.11 |
Advisors Capital Mgt Fixed Income | 2.87 | 1.99 |
Lord Abbett Short Duration Credit | 2.13 | 1.91 |
Source: Morningstar Separate Account/CIT Fund Database
Short-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Manulife AM Strategic Fixed Income Opp | 4.00 | 3.58 |
Post Limited Term High Yield Comp | 4.14 | 3.46 |
Frost Intermediate Taxable Composite | 3.54 | 3.10 |
Crossmark Income Opportunities | 3.20 | 3.00 |
Newfleet Multi-Sector Short Dur Cpst | 3.04 | 2.55 |
Manulife AM US Strategic Fixed Income | 2.89 | 2.47 |
TCW Strategic Income | 4.24 | 2.31 |
Advisors Capital Mgt Fixed Income | 3.01 | 2.29 |
Lord Abbett Short Duration Credit | 2.47 | 2.23 |
Dodge & Cox Intermediate FI Composite | 2.51 | 2.18 |
Source: Morningstar Separate Account/CIT Fund Database
Ultrashort Bond | 1 year gross return | 1 year net return |
---|---|---|
TCW Alpha Trak | 13.60 | 12.52 |
FIAM Leveraged Loan Composite | 4.91 | 4.38 |
Federated Trade Finance Fixed Inc Comp | 3.00 | 2.11 |
PIMCO Short Term | 2.51 | 2.09 |
Pioneer Multi-Asset Ultrashort Income | 2.28 | 2.03 |
Western Asset Mgt US Enhanced Cash | 2.23 | 2.03 |
Federated Active Cash Broad FI Composite | 1.98 | 1.78 |
Seix Ultra Short | 1.91 | 1.73 |
Merganser Floating Rate Bond | 1.85 | 1.66 |
BNP Paribas Mortgage Alpha | 2.14 | 1.63 |
Source: Morningstar Separate Account/CIT Fund Database
Ultrashort Bond | 5 year gross return | 5 year net return |
---|---|---|
TCW Alpha Trak | 15.23 | 14.59 |
FIAM Leveraged Loan Composite | 4.44 | 3.92 |
BNP Paribas Mortgage Alpha | 3.65 | 3.14 |
Federated Trade Finance Fixed Inc Comp | 2.89 | 2.00 |
Pioneer Multi-Asset Ultrashort Income | 1.87 | 1.61 |
PIMCO Short Term | 1.98 | 1.57 |
Western Asset Mgt US Enhanced Cash | 1.46 | 1.28 |
Federated Active Cash Broad FI Composite | 1.42 | 1.15 |
Seix Ultra Short | 1.23 | 1.02 |
Payden & Rygel Enhanced Cash Long | 1.14 | 0.96 |
Source: Morningstar Separate Account/CIT Fund Database
Long Government | 1 year gross return | 1 year net return |
---|---|---|
NISA 15+ STRIPS Fixed Income Composite | 5.98 | 5.77 |
FIAM Long Duration Plus | 5.70 | 5.36 |
Long Duration Gov/Credit Composite | 5.12 | 4.87 |
Hillswick Long Duration Government | 5.16 | 4.83 |
Hoisington Inv Mgt Macroeconomic FI Comp | 4.93 | 4.71 |
NISA Long Dur Govt Only Consolidated | 3.98 | 3.77 |
SSgA Long U.S. Govt Bond Index Strategy | 3.51 | 3.47 |
PIMCO Long Duration Treasury | 3.96 | 3.46 |
TCW Long Duration Gov | 3.12 | 3.04 |
DoubleLine Long Duration Total Return | 3.35 | 2.73 |
Source: Morningstar Separate Account/CIT Fund Database
Long Government | 5 year gross return | 5 year net return |
---|---|---|
NISA 15+ STRIPS Fixed Income Composite | 5.07 | 4.85 |
Hillswick Long Duration Government | 4.67 | 4.36 |
FIAM Long Duration Plus | 4.41 | 4.07 |
Long Duration Gov/Credit Composite | 4.30 | 4.04 |
NISA Long Dur Govt Only Consolidated | 4.15 | 3.91 |
Hoisington Inv Mgt Macroeconomic FI Comp | 3.97 | 3.74 |
PIMCO Long Duration Treasury | 3.46 | 2.97 |
TCW Long Duration Gov | 2.82 | 2.71 |
SSgA Long U.S. Govt Bond Index Strategy | 3.26 | 1.64 |
DoubleLine Long Duration Total Return | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Long-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
PIMCO Long Term Bond - Long Credit | 7.44 | 7.14 |
Ramirez Long Duration Composite | 6.74 | 6.52 |
Standish Long Corporate | 6.49 | 6.31 |
NISA Long Dur Credit Only Consolidated | 6.47 | 6.24 |
PIMCO Long Term Bond Full Authority | 6.50 | 6.24 |
Dodge & Cox Long Duration FI Composite | 6.60 | 6.23 |
NISA Long Credit | 6.45 | 6.21 |
Morgan Stanley U.S. Long Duration | 6.29 | 6.08 |
UBS: Long Duration | 6.45 | 6.06 |
FIAM Long Corporate Composite | 6.33 | 6.04 |
Source: Morningstar Separate Account/CIT Fund Database
Long-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
PIMCO Long Term Bond - Long Credit | 6.07 | 5.77 |
Western Asset Mgt US Long Duration | 5.55 | 5.22 |
Dodge & Cox Long Duration FI Composite | 5.54 | 5.17 |
TCW Long Duration Credit | 5.17 | 4.98 |
Ryan Labs Long-Credit | 5.25 | 4.94 |
Logan Circle Long Duration | 5.26 | 4.94 |
PIMCO Long Term Bond Full Authority | 5.16 | 4.90 |
NISA Long Dur Credit Only Consolidated | 5.10 | 4.87 |
NISA Long Credit | 5.08 | 4.85 |
FIAM Long Corporate Composite | 5.12 | 4.83 |
Source: Morningstar Separate Account/CIT Fund Database
Multisector Bond | 1 year gross return | 1 year net return |
---|---|---|
Schroder Opportunistic Multi-Sector Sec | 9.98 | 9.21 |
Putnam Fixed Income Global Alpha Plus | 7.20 | 6.54 |
Prudential Absolute Return Composite | 6.06 | 5.58 |
PIMCO Income Composite | 5.47 | 4.89 |
TCW Securitized Opportunities | 5.79 | 4.73 |
Eaton Vance Multi-Sector Bond | 5.04 | 4.52 |
Newfleet Global Multi-Sector Income Comp | 5.86 | 4.43 |
First Trust Taxable Closed End Fund | 5.69 | 4.31 |
Guggenheim Fixed Income | 4.48 | 4.13 |
Columbia Strategic Income Allocation | 4.70 | 4.08 |
Source: Morningstar Separate Account/CIT Fund Database
Multisector Bond | 5 year gross return | 5 year net return |
---|---|---|
Schroder Opportunistic Multi-Sector Sec | 7.77 | 7.15 |
Schroders Enhanced Securitized | 6.85 | 6.32 |
PIMCO Income Composite | 6.12 | 5.56 |
Guggenheim Fixed Income | 4.55 | 4.21 |
Newfleet Global Multi-Sector Income Comp | 5.46 | 4.05 |
Loomis Sayles Multi-Sector Full Discretn | 4.30 | 3.96 |
BW Global Multi-Sector Income (fka GITR) | 4.66 | 3.87 |
TCW Securitized Opportunities | 4.91 | 3.86 |
Thornburg Multisector Opportun Sep Acct | 4.54 | 3.86 |
Federated Strategic Multi-Sector FI Comp | 4.15 | 3.81 |
Source: Morningstar Separate Account/CIT Fund Database
High Yield Bond | 1 year gross return | 1 year net return |
---|---|---|
DDJ Total Return Credit II Composite | 11.48 | 10.00 |
DDJ U.S. Opportunistic High Yield Comp | 10.26 | 9.68 |
TCW Opportunistic MBS | 8.78 | 8.02 |
MacKay Select High Yield Composite | 8.13 | 7.48 |
Diamond Hill High Yield | 7.74 | 7.21 |
Wellington Global High Yield | 7.49 | 6.90 |
Morgan Stanley Global High Yield | 8.20 | 6.84 |
Pioneer Global High Yield | 7.18 | 6.65 |
Artisan High Income | 7.02 | 6.26 |
Pacific Income High Yield SMA | 6.76 | 6.25 |
Source: Morningstar Separate Account/CIT Fund Database
High Yield Bond | 5 year gross return | 5 year net return |
---|---|---|
MacKay Select High Yield Composite | 7.51 | 6.96 |
DDJ U.S. Opportunistic High Yield Comp | 7.48 | 6.93 |
T. Rowe Price Europe High Yield Bond | 7.19 | 6.65 |
Oaktree European High Yield Bonds | 7.02 | 6.49 |
Lord Abbett High Yield Opportunistic | 6.81 | 6.28 |
Nomura NCRAM HY Total Return Inst | 6.74 | 6.21 |
TCW Opportunistic MBS | 6.85 | 6.11 |
Strategic Income Mmgt SiM High Yld Instl | 6.47 | 6.05 |
Federated Opportunistic High Yield Comp | 6.50 | 5.98 |
PGI Global High Yield | 6.52 | 5.87 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate Government | 1 year gross return | 1 year net return |
---|---|---|
Semper Active Mortgage-Backed Securities | 3.93 | 3.56 |
Great Lakes Core Government Only | 1.14 | 1.05 |
DBF Intermediate Duration Govt/Agency | 1.10 | 0.85 |
DBF Interm Mortgage-Backed Securities | 1.01 | 0.76 |
M.D. Sass Core Fix-Inc | 1.05 | 0.75 |
MFS US Government Fixed Income | 1.07 | 0.74 |
Chicago Equity Core Fix-Inc | 0.85 | 0.60 |
Smith Breeden Mortgage Index Plus | 0.95 | 0.59 |
Northern Trust Government Index | 0.50 | 0.35 |
CCM Fixed Income Portfolio | 0.84 | 0.34 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate Government | 5 year gross return | 5 year net return |
---|---|---|
Semper Active Mortgage-Backed Securities | 4.48 | 4.05 |
Smith Breeden Mortgage Index Plus | 2.02 | 1.67 |
M.D. Sass Core Fix-Inc | 1.74 | 1.46 |
TCW Index Plus MBS | 1.68 | 1.46 |
Great Lakes Core Government Only | 1.41 | 1.31 |
MFS US Government Fixed Income | 1.59 | 1.30 |
Ryan Labs LDI Interm Duration 3-5 | 1.53 | 1.16 |
Chicago Equity Core Fix-Inc | 1.39 | 1.14 |
Amalgamated Bank Intermediate Duration | 1.33 | 1.08 |
Northern Trust Government Index | 1.15 | 1.00 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Herzfeld Taxable Closed-End Bond | 10.96 | 10.13 |
Flaherty & Crumrine Separate Mgd Account | 7.02 | 6.50 |
Spectrum Preferred Securities | 5.94 | 5.70 |
RSA Unconstrained Bond Strategy | 5.46 | 4.93 |
BCM Decathlon Conservative Aspect(Pro1) | 7.36 | 4.57 |
PIMCO Diversified Income | 5.09 | 4.38 |
Piedmont Inv Advisors Yld Advantage Agg | 1.68 | 4.32 |
Logan Circle Multi-Sector Fixed Income | 4.53 | 4.12 |
ClearArc Capital Strategic Income Plus | 4.49 | 4.02 |
BBH Core Fixed Income | 4.27 | 4.01 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Flaherty & Crumrine Separate Mgd Account | 7.07 | 6.56 |
Herzfeld Taxable Closed-End Bond | 7.32 | 6.46 |
Spectrum Preferred Securities | 6.37 | 6.11 |
RSA Unconstrained Bond Strategy | 5.30 | 4.78 |
PIMCO Diversified Income | 4.87 | 4.14 |
Morgan Stanley Core Plus Fix-Inc | 4.52 | 3.88 |
ClearArc Capital Strategic Income Plus | 4.29 | 3.82 |
PIMCO Global Invstm Grade Corporate | 4.28 | 3.79 |
Templeton Taxable Municipal Intermediate | 3.72 | 3.47 |
BBH Core Fixed Income | 3.70 | 3.44 |
Source: Morningstar Separate Account/CIT Fund Database
Short Government | 1 year gross return | 1 year net return |
---|---|---|
Mortgage Backed Securities Composite | 2.09 | 1.84 |
Garcia Hamilton Short Duration | 1.10 | 0.95 |
Standish Glb Govt-Short Dur (US$ Hedged) | 0.96 | 0.81 |
Ryan Labs Limited Duration Govt Credit | 0.95 | 0.68 |
Sit Inv Short Dur Strat | 1.08 | 0.67 |
PNC Cap Adv US Government Mortgage | 0.90 | 0.55 |
M.D. Sass 2-Year FI | 0.75 | 0.52 |
MPI Inv Mgt US Fix-Inc | 1.02 | 0.45 |
RBC Access Capital Community Invmt | 0.70 | 0.29 |
RBC Short Duration: 1-3 Year Government | 0.46 | 0.24 |
Source: Morningstar Separate Account/CIT Fund Database
Short Government | 5 year gross return | 5 year net return |
---|---|---|
Mortgage Backed Securities Composite | 2.48 | 2.22 |
RBC Access Capital Community Invmt | 2.01 | 1.60 |
Sit Inv Short Dur Strat | 2.00 | 1.59 |
PNC Cap Adv US Government Mortgage | 1.70 | 1.34 |
Garcia Hamilton Short Duration | 1.21 | 1.08 |
Victory INCORE Short Government | 1.39 | 1.04 |
M.D. Sass 3-Year FI | 1.41 | 1.04 |
M.D. Sass 2-Year FI | 1.21 | 0.96 |
MPI Inv Mgt US Fix-Inc | 1.24 | 0.70 |
WellsCap Montgomery US Short Duration FI | 1.05 | 0.60 |
Source: Morningstar Separate Account/CIT Fund Database
Short-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Diamond Hill Short Duration Total Return | 4.35 | 3.98 |
Manulife AM Strategic Fixed Income Opp | 4.07 | 3.65 |
TCW Strategic Income | 5.12 | 2.86 |
Frost Intermediate Taxable Composite | 3.31 | 2.74 |
Semper Short Duration Fixed Income Strgy | 3.23 | 2.61 |
Newfleet Multi-Sector Short Dur Cpst | 2.91 | 2.42 |
Manulife AM US Strategic Fixed Income | 2.77 | 2.36 |
Crossmark Income Opportunities | 2.29 | 2.11 |
Advisors Capital Mgt Fixed Income | 2.87 | 1.99 |
Lord Abbett Short Duration Credit | 2.13 | 1.91 |
Source: Morningstar Separate Account/CIT Fund Database
Short-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Manulife AM Strategic Fixed Income Opp | 4.00 | 3.58 |
Post Limited Term High Yield Comp | 4.14 | 3.46 |
Frost Intermediate Taxable Composite | 3.54 | 3.10 |
Crossmark Income Opportunities | 3.20 | 3.00 |
Newfleet Multi-Sector Short Dur Cpst | 3.04 | 2.55 |
Manulife AM US Strategic Fixed Income | 2.89 | 2.47 |
TCW Strategic Income | 4.24 | 2.31 |
Advisors Capital Mgt Fixed Income | 3.01 | 2.29 |
Lord Abbett Short Duration Credit | 2.47 | 2.23 |
Dodge & Cox Intermediate FI Composite | 2.51 | 2.18 |
Source: Morningstar Separate Account/CIT Fund Database
Ultrashort Bond | 1 year gross return | 1 year net return |
---|---|---|
TCW Alpha Trak | 13.60 | 12.52 |
FIAM Leveraged Loan Composite | 4.91 | 4.38 |
Federated Trade Finance Fixed Inc Comp | 3.00 | 2.11 |
PIMCO Short Term | 2.51 | 2.09 |
Pioneer Multi-Asset Ultrashort Income | 2.28 | 2.03 |
Western Asset Mgt US Enhanced Cash | 2.23 | 2.03 |
Federated Active Cash Broad FI Composite | 1.98 | 1.78 |
Seix Ultra Short | 1.91 | 1.73 |
Merganser Floating Rate Bond | 1.85 | 1.66 |
BNP Paribas Mortgage Alpha | 2.14 | 1.63 |
Source: Morningstar Separate Account/CIT Fund Database
Ultrashort Bond | 5 year gross return | 5 year net return |
---|---|---|
TCW Alpha Trak | 15.23 | 14.59 |
FIAM Leveraged Loan Composite | 4.44 | 3.92 |
BNP Paribas Mortgage Alpha | 3.65 | 3.14 |
Federated Trade Finance Fixed Inc Comp | 2.89 | 2.00 |
Pioneer Multi-Asset Ultrashort Income | 1.87 | 1.61 |
PIMCO Short Term | 1.98 | 1.57 |
Western Asset Mgt US Enhanced Cash | 1.46 | 1.28 |
Federated Active Cash Broad FI Composite | 1.42 | 1.15 |
Seix Ultra Short | 1.23 | 1.02 |
Payden & Rygel Enhanced Cash Long | 1.14 | 0.96 |
Source: Morningstar Separate Account/CIT Fund Database
Long Government | 1 year gross return | 1 year net return |
---|---|---|
NISA 15+ STRIPS Fixed Income Composite | 5.98 | 5.77 |
FIAM Long Duration Plus | 5.70 | 5.36 |
Long Duration Gov/Credit Composite | 5.12 | 4.87 |
Hillswick Long Duration Government | 5.16 | 4.83 |
Hoisington Inv Mgt Macroeconomic FI Comp | 4.93 | 4.71 |
NISA Long Dur Govt Only Consolidated | 3.98 | 3.77 |
SSgA Long U.S. Govt Bond Index Strategy | 3.51 | 3.47 |
PIMCO Long Duration Treasury | 3.96 | 3.46 |
TCW Long Duration Gov | 3.12 | 3.04 |
DoubleLine Long Duration Total Return | 3.35 | 2.73 |
Source: Morningstar Separate Account/CIT Fund Database
Long Government | 5 year gross return | 5 year net return |
---|---|---|
NISA 15+ STRIPS Fixed Income Composite | 5.07 | 4.85 |
Hillswick Long Duration Government | 4.67 | 4.36 |
FIAM Long Duration Plus | 4.41 | 4.07 |
Long Duration Gov/Credit Composite | 4.30 | 4.04 |
NISA Long Dur Govt Only Consolidated | 4.15 | 3.91 |
Hoisington Inv Mgt Macroeconomic FI Comp | 3.97 | 3.74 |
PIMCO Long Duration Treasury | 3.46 | 2.97 |
TCW Long Duration Gov | 2.82 | 2.71 |
SSgA Long U.S. Govt Bond Index Strategy | 3.26 | 1.64 |
DoubleLine Long Duration Total Return | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Long-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
PIMCO Long Term Bond - Long Credit | 7.44 | 7.14 |
Ramirez Long Duration Composite | 6.74 | 6.52 |
Standish Long Corporate | 6.49 | 6.31 |
NISA Long Dur Credit Only Consolidated | 6.47 | 6.24 |
PIMCO Long Term Bond Full Authority | 6.50 | 6.24 |
Dodge & Cox Long Duration FI Composite | 6.60 | 6.23 |
NISA Long Credit | 6.45 | 6.21 |
Morgan Stanley U.S. Long Duration | 6.29 | 6.08 |
UBS: Long Duration | 6.45 | 6.06 |
FIAM Long Corporate Composite | 6.33 | 6.04 |
Source: Morningstar Separate Account/CIT Fund Database
Long-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
PIMCO Long Term Bond - Long Credit | 6.07 | 5.77 |
Western Asset Mgt US Long Duration | 5.55 | 5.22 |
Dodge & Cox Long Duration FI Composite | 5.54 | 5.17 |
TCW Long Duration Credit | 5.17 | 4.98 |
Ryan Labs Long-Credit | 5.25 | 4.94 |
Logan Circle Long Duration | 5.26 | 4.94 |
PIMCO Long Term Bond Full Authority | 5.16 | 4.90 |
NISA Long Dur Credit Only Consolidated | 5.10 | 4.87 |
NISA Long Credit | 5.08 | 4.85 |
FIAM Long Corporate Composite | 5.12 | 4.83 |
Source: Morningstar Separate Account/CIT Fund Database
Multisector Bond | 1 year gross return | 1 year net return |
---|---|---|
Schroder Opportunistic Multi-Sector Sec | 9.98 | 9.21 |
Putnam Fixed Income Global Alpha Plus | 7.20 | 6.54 |
Prudential Absolute Return Composite | 6.06 | 5.58 |
PIMCO Income Composite | 5.47 | 4.89 |
TCW Securitized Opportunities | 5.79 | 4.73 |
Eaton Vance Multi-Sector Bond | 5.04 | 4.52 |
Newfleet Global Multi-Sector Income Comp | 5.86 | 4.43 |
First Trust Taxable Closed End Fund | 5.69 | 4.31 |
Guggenheim Fixed Income | 4.48 | 4.13 |
Columbia Strategic Income Allocation | 4.70 | 4.08 |
Source: Morningstar Separate Account/CIT Fund Database
Multisector Bond | 5 year gross return | 5 year net return |
---|---|---|
Schroder Opportunistic Multi-Sector Sec | 7.77 | 7.15 |
Schroders Enhanced Securitized | 6.85 | 6.32 |
PIMCO Income Composite | 6.12 | 5.56 |
Guggenheim Fixed Income | 4.55 | 4.21 |
Newfleet Global Multi-Sector Income Comp | 5.46 | 4.05 |
Loomis Sayles Multi-Sector Full Discretn | 4.30 | 3.96 |
BW Global Multi-Sector Income (fka GITR) | 4.66 | 3.87 |
TCW Securitized Opportunities | 4.91 | 3.86 |
Thornburg Multisector Opportun Sep Acct | 4.54 | 3.86 |
Federated Strategic Multi-Sector FI Comp | 4.15 | 3.81 |
Source: Morningstar Separate Account/CIT Fund Database
Inflation-Protected Bond | 1 year gross return | 1 year net return |
---|---|---|
Standish Global TIPS | 8.84 | 8.79 |
BNP Paribas GlobalInflationLinked Bonds | 3.37 | 3.11 |
PIMCO Real Ret Asset Long Duration | 3.53 | 2.94 |
Western Asset Mgt US TIPS Full Discr | 1.67 | 1.35 |
NB U.S.Treasury Inflation Protection | 1.34 | 1.29 |
Lord Abbett & Co. Inflation Focused â SA | 1.78 | 1.18 |
BNP Paribas InflationLinkedBonds U.S. | 1.27 | 1.07 |
Standish US TIPS Barclays | 1.05 | 1.02 |
PIMCO Real Return Full Authority | 1.47 | 1.00 |
Ryan Labs Inflation Index | 1.25 | 0.98 |
Source: Morningstar Separate Account/CIT Fund Database
Inflation-Protected Bond | 5 year gross return | 5 year net return |
---|---|---|
BNP Paribas GlobalInflationLinked Bonds | 2.97 | 2.71 |
Standish Global TIPS | 1.93 | 1.86 |
Franklin U.S. TIPS Composite | 0.43 | 0.29 |
NB U.S.Treasury Inflation Protection | 0.21 | 0.20 |
Standish US TIPS Barclays | 0.16 | 0.09 |
PIMCO Real Ret Asset Long Duration | 0.61 | 0.08 |
BBH U.S. TIPS | 0.22 | 0.07 |
Northern Trust TIPS | 0.12 | 0.02 |
IR+M TIPS | 0.10 | 0.00 |
Wellington TIPS | 0.14 | -0.01 |
Source: Morningstar Separate Account/CIT Fund Database
Stable Value | 1 year gross return | 1 year net return |
---|---|---|
PIMCO Stable Value (BV) | 3.04 | 2.83 |
Standish Stable Value | 2.18 | 2.07 |
Putnam Stable Value Composite | 2.27 | 2.03 |
Invesco Stable Value | 2.18 | 1.98 |
JPMorgan US FI Stable Value (NY) | 1.95 | 1.95 |
Galliard Stable Value Composite | 2.12 | 1.72 |
Source: Morningstar Separate Account/CIT Fund Database
Stable Value | 5 year gross return | 5 year net return |
---|---|---|
PIMCO Stable Value (BV) | 3.15 | 2.93 |
Standish Stable Value | 2.20 | 2.10 |
Invesco Stable Value | 2.06 | 1.85 |
Putnam Stable Value Composite | 2.04 | 1.79 |
JPMorgan US FI Stable Value (NY) | 1.82 | 1.74 |
Galliard Stable Value Composite | 1.98 | 1.57 |
Source: Morningstar Separate Account/CIT Fund Database
Convertibles | 1 year gross return | 1 year net return |
---|---|---|
SSI Inv Grade Convert Strat | 25.16 | 24.18 |
INCORE Inv Grade Convertibles Comp | 18.51 | 17.86 |
Advent Investment Grade | 17.56 | 17.08 |
AllianzGI Convertibles | 14.60 | 14.06 |
Calamos Instl Convertible Composite | 12.85 | 12.07 |
ClearBridge U.S. Convertibles | 12.68 | 12.01 |
Calamos Global Convertible Composite | 12.83 | 11.33 |
Lord Abbett & Co. Convertibles | 12.02 | 10.88 |
SSI Convertible Investment Strategy | 10.86 | 10.34 |
Palisade Convertible Securities Comp | 10.69 | 10.15 |
Source: Morningstar Separate Account/CIT Fund Database
Convertibles | 5 year gross return | 5 year net return |
---|---|---|
SSI Inv Grade Convert Strat | 15.80 | 14.76 |
Advent Investment Grade | 11.71 | 11.24 |
INCORE Inv Grade Convertibles Comp | 11.61 | 11.00 |
MacKay Shields Convertibles | 10.42 | 9.87 |
SSI Convertible Investment Strategy | 9.97 | 9.47 |
AllianzGI Convertibles | 9.72 | 9.27 |
Palisade Convertible Securities Comp | 9.44 | 8.84 |
Lord Abbett & Co. Convertibles | 9.92 | 8.78 |
Gabelli Asset Mgt Convertibles Strategy | 9.33 | 8.56 |
Advent Balanced Convertible Strategy | 8.88 | 8.39 |
Source: Morningstar Separate Account/CIT Fund Database
Emerging Markets Bond | 1 year gross return | 1 year net return |
---|---|---|
Mondrian Inv Emerging Markets Debt | 14.36 | 13.81 |
Stone Harbor EMD Total Return | 14.84 | 13.70 |
OFI Global Emerging Markets Local Bond | 13.06 | 12.39 |
Global Evolution EM Local Debt | 12.79 | 12.30 |
BNP Global Emg Bonds (Best Selection) | 12.47 | 11.86 |
Global Evolution Frontier Markets | 12.82 | 11.71 |
Lazard EM Debt - Local Debt | 12.66 | 11.50 |
Brandywine Global Emerging Markets Debt | 12.08 | 11.30 |
Morgan Stanley Emg Mkts Domestic Debt | 12.84 | 11.11 |
Ashmore EM Corporate Debt High Yld Comp | 12.33 | 11.05 |
Source: Morningstar Separate Account/CIT Fund Database
Emerging Markets Bond | 5 year gross return | 5 year net return |
---|---|---|
Global Evolution Frontier Markets | 8.32 | 7.25 |
Prudential Fixed Inc Emerging Mkts Debt | 6.28 | 5.69 |
GMO Emerging Country Debt Strategy | 6.39 | 5.61 |
DCM Emerging Markets Debt | 6.11 | 5.47 |
Stone Harbor EMD Total Return | 6.01 | 5.16 |
Global Evolution EM Debt | 6.15 | 5.10 |
FIAM Emerging Market Debt Composite | 5.50 | 4.82 |
Macquarie Emerging Markets Debt | 5.29 | 4.78 |
TIAA-CREF Emerging Markets Debt | 5.36 | 4.69 |
Investec Emerging Market Corporate Debt | 5.40 | 4.67 |
Source: Morningstar Separate Account/CIT Fund Database
World Allocation | 1 year gross return | 1 year net return |
---|---|---|
Innealta Global All Asset Opp Growth | 17.95 | 16.04 |
Taxable Frontier Asset Mgmt Focused Opp | 15.90 | 15.33 |
PIMCO StocksPLUS International Unhedged | 15.64 | 15.11 |
Innealta ETF Country Rotation | 15.50 | 14.60 |
PIMCO StocksPLUS Absolute Return | 15.23 | 14.53 |
Morgan Stanley Glbl Tactical Asset Alloc | 14.82 | 14.52 |
Frontier Asset Mgmt Focused Opp | 14.77 | 14.21 |
THG Balanced Aggressive | 14.73 | 13.89 |
PIMCO StocksPlus | 14.33 | 13.87 |
ICON - SBI Global Moderate | 15.32 | 13.86 |
Source: Morningstar Separate Account/CIT Fund Database
World Allocation | 5 year gross return | 5 year net return |
---|---|---|
PIMCO StocksPlus | 13.77 | 13.31 |
PIMCO StocksPLUS Absolute Return | 13.93 | 13.28 |
PIMCO RAE Fundamental PLUS | 12.71 | 11.82 |
Morgan Stanley Glbl Tactical Asset Alloc | 9.46 | 9.16 |
ICON - SBI Global Moderate | 9.49 | 8.56 |
LMCG Global Multicap with ETF | 9.91 | 8.42 |
CKW Opportunistic Global Balanced | 8.90 | 7.97 |
THG Balanced Aggressive | 8.63 | 7.80 |
CLS AdvisorOne Risk Budget 85 Mod Aggr | 7.34 | 7.34 |
NorthCoast Tactical Growth | 8.22 | 7.29 |
Source: Morningstar Separate Account/CIT Fund Database
Conservative Allocation | 1 year gross return | 1 year net return |
---|---|---|
MCA Conservative Portfolios | 18.03 | 17.18 |
Copeland Large Cap Div Growth Balanced | 11.21 | 10.68 |
FEG Moderate Growth Portfolio | 11.00 | 10.21 |
Lazard Cap Alloc -Gbl Non-Traditional | 11.21 | 10.08 |
Ryan Investments iFolios Growth | 10.83 | 9.92 |
Morningstar Balanced - Advisor Group WMP | 9.91 | 9.91 |
Auour Instinct Global Balanced | 10.48 | 9.53 |
AllianzGI Income & Growth | 9.84 | 9.37 |
Clark Navigator MultiStrategy 50-50 | 9.32 | 8.93 |
Mesirow Stable Performance | 9.12 | 8.73 |
Source: Morningstar Separate Account/CIT Fund Database
Conservative Allocation | 5 year gross return | 5 year net return |
---|---|---|
MCA Conservative Portfolios | 11.11 | 10.29 |
Clark Navigator MultiStrategy 50-50 | 9.19 | 8.81 |
AllianzGI Income & Growth | 8.32 | 7.90 |
Copeland Large Cap Div Growth Balanced | 8.31 | 7.73 |
Morningstar Balanced - Advisor Group WMP | 6.68 | 6.68 |
AMP Moderately Conservative | 6.96 | 6.51 |
ASAP Balanced Strategy | 6.61 | 6.38 |
CLS American Funds Moderate 50 | 6.39 | 6.12 |
ACM Growth & Income 51 | 6.89 | 6.02 |
Lazard Cap Alloc -Gbl Non-Traditional | 6.87 | 5.82 |
Source: Morningstar Separate Account/CIT Fund Database
Moderate Allocation | 1 year gross return | 1 year net return |
---|---|---|
Dorsey Wright Sys Reltv Strength Bal | 19.31 | 18.18 |
MCA Balanced Portfolios | 18.90 | 18.13 |
Congress Asset Mgt Balanced | 14.94 | 14.28 |
Janus Henderson Balanced | 14.35 | 13.81 |
FEG Equity Portfolio | 14.71 | 13.71 |
Lazard Cap Alloc -Gbl Div 75/25 (TE) | 13.66 | 13.66 |
WJA Equity Oriented (Balanced) Composite | 13.81 | 13.06 |
Horizon Hybrid Focused with Risk Assist | 13.13 | 12.97 |
Leuthold Core Investments | 13.74 | 12.73 |
Taxable Frontier Asset Mgmt G&I | 13.13 | 12.57 |
Source: Morningstar Separate Account/CIT Fund Database
Moderate Allocation | 5 year gross return | 5 year net return |
---|---|---|
Johnson Institutional Mgt Enhanced Index | 13.37 | 13.05 |
MCA Balanced Portfolios | 12.35 | 11.56 |
Dorsey Wright Sys Reltv Strength Bal | 11.67 | 10.46 |
Dodge & Cox Balanced Composite | 10.12 | 9.94 |
UBS: U.S. Balanced Portfolio | 9.98 | 9.28 |
Sit Inv Balanced | 9.93 | 9.11 |
Janus Henderson Balanced | 9.60 | 9.07 |
Advisors Capital Mgt Balanced | 10.47 | 9.06 |
Congress Asset Mgt Balanced | 9.65 | 8.95 |
CCM Core Balanced | 9.65 | 8.83 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2011-2015 | 1 year gross return | 1 year net return |
---|---|---|
Sage Target Date 2015 Fund | 5.63 | 5.21 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2011-2015 | 5 year gross return | 5 year net return |
---|---|---|
Sage Target Date 2015 Fund | 4.46 | 4.06 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2021-2025 | 1 year gross return | 1 year net return |
---|---|---|
Sage Target Date 2025 Fund | 7.89 | 7.47 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2021-2025 | 5 year gross return | 5 year net return |
---|---|---|
Sage Target Date 2025 Fund | 5.98 | 5.57 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2031-2035 | 1 year gross return | 1 year net return |
---|---|---|
Sage Target Date 2035 Fund | 11.08 | 10.64 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2031-2035 | 5 year gross return | 5 year net return |
---|---|---|
Sage Target Date 2035 Fund | 7.37 | 6.95 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2041-2045 | 1 year gross return | 1 year net return |
---|---|---|
Sage Target Date 2045 Fund | 12.89 | 12.45 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2041-2045 | 5 year gross return | 5 year net return |
---|---|---|
Sage Target Date 2045 Fund | 8.15 | 7.72 |
Source: Morningstar Separate Account/CIT Fund Database
Retirement Income | 1 year gross return | 1 year net return |
---|---|---|
HW Dividend Income | 10.33 | 9.46 |
Horizon Hybrid Real Spend 7 | 8.93 | 8.77 |
Horizon Hybrid Real Spend 6 | 8.36 | 8.20 |
Nuveen-Sector Dividend Preferred | 8.41 | 7.88 |
Horizon Real Spend 7 | 9.20 | 7.78 |
Horizon Hybrid Real Spend 5 | 7.74 | 7.59 |
Horizon Real Spend 6 | 8.76 | 7.35 |
Horizon Real Spend 5 | 8.39 | 6.98 |
Horizon Hybrid Real Spend 4 | 7.05 | 6.90 |
PIMCO Retirement Income Model-Mod Gr | 6.82 | 6.82 |
Source: Morningstar Separate Account/CIT Fund Database
Retirement Income | 5 year gross return | 5 year net return |
---|---|---|
HW Dividend Income | 10.04 | 9.17 |
Nuveen-Sector Dividend Preferred | 7.18 | 6.25 |
Beacon Dividend Income Composite | 6.99 | 5.57 |
Horizon Real Spend 7 | 7.50 | 5.56 |
Horizon Real Spend 5 | 7.17 | 5.24 |
Horizon Real Spend 4 | 7.05 | 5.12 |
Horizon Real Spend 6 | 6.85 | 4.92 |
Texas Retirement Income Strategy | 6.10 | 4.49 |
Morningstar Ret Inc Long-Range - TDA | 5.18 | 3.85 |
Morningstar Ret Inc Long-Range - BNY | 5.15 | 3.58 |