Top performing managers by category: commingled accounts, 1st Quarter 2018


Large Blend1 year gross return1 year net return
BNY Mellon EB DO Large Cap Core45.1945.56
State St Nasdaq-100 Indxˆ® NL Cl A27.4822.33
State St Nasdaq-100 Indxˆ® NL Cl C27.4622.27
Blackrock Russ 1000 Alpha Tilts CF18.6218.62
Blackrock Alpha Tilts Fund CF18.4118.41
BNY Mellon EB DV Dynamic U.S. Equity17.8617.39
FIAM Quantitative Large Cap Core Pool16.6015.80
Blackrock Alpha Advantage 300014.6714.67
Amalgamated Bank LongView Quant. LC CF14.8914.55
Westwood Mgt Corp. Lg-Cap Eq (EB) CF15.0714.48
Source: Morningstar Separate Account/CIT Fund Database

Large Blend5 year gross return5 year net return
State St Nasdaq-100 Indxˆ® NL Cl A20.0119.93
State St Nasdaq-100 Indxˆ® NL Cl C0.0019.87
BNY Mellon EB DO Large Cap Core18.1217.33
BNY Mellon EB DV Dynamic U.S. Equity16.6016.15
Blackrock Russ 1000 Alpha Tilts CF14.5414.54
Blackrock Alpha Tilts Fund CF14.4814.48
QMA US Core Equity Fund14.4114.01
Amalgamated Bank LongView Quant. LC CF14.1913.85
QMA US All Cap Core Equity Fund14.2213.82
Amalgamated Bank LongView LC Qtv VEBA Fd13.9813.65
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend1 year gross return1 year net return
Blackrock Russ 3000 Alpha Tilts CF17.7517.75
The Boston US Small-Mid Cap Opp Val EB15.2114.18
Blackrock US Eq Mkt Fund CF13.8213.82
State St Russell Sm/Mid Cpˆ® Indx SL Cl I9.7313.55
State St Russell Sm/Mid Cpˆ® Indx NL Cl A0.0013.43
Blackrock Extended Mkt Fund CF13.3213.32
BNY Mellon EB DL Mkt Completion13.1913.15
State St S&P MidCapˆ® Indx SL Cl I11.0411.05
Blackrock Mid Cap Eq Idx Fund CF11.0511.05
Amalgamated Bank LongView 400 Mid Idx CF11.0611.01
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend5 year gross return5 year net return
Blackrock Russ 3000 Alpha Tilts CF14.3614.36
Amalgamated Bank Longview Qnt Mid Cap CF14.1213.51
Blackrock US Eq Mkt Fund CF13.0913.09
QMA US Mid Cap Core Equity Fund13.6813.06
BNY Mellon EB DL Mid Cap Stk Index12.9612.88
BNY Mellon EB DL Mid Cap Stk Index UC212.9212.83
State St Russell Sm/Mid Cpˆ® Indx SL Cl I16.3712.04
State St S&P MidCapˆ® Indx SL Cl I0.0012.02
State St S&P MidCapˆ® Indx NL Cl A0.0011.96
RhumbLine S&P 400 Mid-Cap Pooled Index11.9411.94
Source: Morningstar Separate Account/CIT Fund Database

Small Blend1 year gross return1 year net return
Wellington CIF II Small Cap Opps18.3517.49
RAM Small-Cap Trust15.6814.53
Amalgamated Bank LongView 600 SC Idx CF12.7212.67
State St Russell Sm Capˆ® Indx SL Cl I4.1412.06
Rothschild U.S. Small-Cap Core CIT Fund12.6611.82
Blackrock Russell 2000 Index Fund A11.8211.82
State St Russell Sm Capˆ® Indx NL Cl S11.8311.81
BNY Mellon Small Cap Stock Idx Fnd Instl11.7711.77
Rothschild U.S. Small-Cap Core CIT Cl 112.6911.74
Rothschild U.S. Small/Mid-Cap Core Cl 212.5711.73
Source: Morningstar Separate Account/CIT Fund Database

Small Blend5 year gross return5 year net return
Wellington CIF II Small Cap Opps16.1715.23
Amalgamated Bank LongView 600 SC Idx CF13.5213.47
RhumbLine S&P 600 Sm-Cap Pooled Index13.2513.25
Rothschild U.S. Small/Mid-Cap Core Cl 213.6012.75
Rothschild U.S. Small/Mid-Cap Core Cl 10.0012.64
Victory Small Cap Value Collective Fund13.7312.56
Blackrock Russell 2000 Alpha Tilts Fd A12.3412.34
Voya Small Cap Core Trust12.8912.06
RAM Small-Cap Trust14.0812.05
State St US Sm Cap Enhanced SL Cl I0.0012.00
Source: Morningstar Separate Account/CIT Fund Database

Large Growth1 year gross return1 year net return
Wellington CIF II Growth S130.3829.70
CastleArk Large Cap Growth 127.0526.42
PGI CIT Blue Chip Equity Fund24.0523.32
UBS: US Equity Lrge Cap Select Growth CF25.5823.08
TCW Concentrated Core Fund, Class B23.7422.94
Alger Capital Appreciation Series CF R122.9822.18
American Century US Lg Cp Grwth Eq Tr 122.6021.90
BNY Mellon Large Cap Growth SIF UC121.6821.64
Alger Collective Trust Spectra Series R122.4221.60
Macquarie Large Cap Growth (CIT 60)22.1321.34
Source: Morningstar Separate Account/CIT Fund Database

Large Growth5 year gross return5 year net return
Wellington CIF II Growth S117.8117.18
State St Russell Lg Cap Grˆ® Indx SL Cl I0.0015.54
BlackRock Russell 1000ˆ® Growth R0.0015.52
State St Russell Lg Cap Grˆ® Indx NL Cl C0.0015.48
Blackrock Eq Gr Fund CF15.3115.31
Eaton Vance EB Large Cap Growth I15.7315.01
Voya Large Cap Growth Trust15.4314.80
Wellington CIF II Diversified Growth S115.1914.55
American Century US Lg Cp Grwth Eq Tr 115.1814.53
FIAM U.S. Total Market Equity CF14.7714.20
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth1 year gross return1 year net return
Macquarie SMID Cap Growth (CIT 80)27.6026.63
Wellington CIF II MdCap Opportunities S222.3521.81
WTC-CIF II Mid Cap Opportunities S322.3521.67
Wellington CIF II MdCap Opportunities S122.3521.61
Champlain Mid Cap Collective Fund 519.8818.98
Champlain Mid Cap Fund, LLC19.8918.91
Champlain Mid Cap Collective Fund19.8918.81
Voya Mid Cap Growth Trust18.1617.35
CastleArk Small Company Growth CIT18.0817.28
Artisan Mid Cap Growth Trust Tier 217.2617.12
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth5 year gross return5 year net return
WTC-CIF II Mid Cap Opportunities S30.0015.11
Wellington CIF II MdCap Opportunities S215.5114.97
Macquarie SMID Cap Growth (CIT 80)15.7314.85
Wellington CIF II MdCap Opportunities S115.5114.75
Champlain Mid Cap Fund, LLC15.6314.67
PGI CIT Mid-Cap Equity Fund A13.6813.68
PGI CIT Mid-Cap Equity Fund14.1413.46
Voya Mid Cap Growth Trust13.1512.37
FIAM Small/Mid Cap Core Pool12.7011.97
BNY Mellon Market Completion Fund UC111.6711.59
Source: Morningstar Separate Account/CIT Fund Database

Small Growth1 year gross return1 year net return
State St Russell Sm Capˆ® Gr Indx NL Cl A3.7718.42
State St Russell Sm Capˆ® Gr Indx NL Cl C-1.4518.37
Frontegra Small Cap Core Fund17.5516.81
The Boston Small Cap Opp Val Eq Mgt CF14.7013.57
Wellington CIF II Small Cap 2000 S114.1713.23
FIAM Small Cap Core Class B12.0211.33
FIAM Small Cap Core Class O11.9811.29
FIAM Small Cap Core Class D11.9711.20
FIAM Small Cap Core Pool11.9811.10
Voya Small Cap Growth Trust11.8610.98
Source: Morningstar Separate Account/CIT Fund Database

Small Growth5 year gross return5 year net return
Wellington CIF II Small Cap 2000 S114.5513.60
Frontegra Small Cap Core Fund13.8313.10
State St Russell Sm Capˆ® Gr Indx NL Cl A0.0012.83
State St Russell Sm Capˆ® Gr Indx NL Cl C0.0012.79
Champlain Small Company Fund, LLC13.8712.76
The Boston Small Cap Opp Val Eq Mgt CF13.8212.70
FIAM Small Cap Core Class B13.0312.34
FIAM Small Company Pool13.2312.34
FIAM Small Cap Core Class O13.0012.30
FIAM Small Cap Core Class D12.9912.21
Source: Morningstar Separate Account/CIT Fund Database

Large Value1 year gross return1 year net return
Invesco US Quantitative Core Trust19.0014.46
NBTC CIT - Value Equity Fund14.0514.05
Eaton Vance Large Cap Val CIT10.7310.00
QMA Value Equity CF10.389.84
The Boston US Dynamic Large Cap Value CF10.379.77
The Boston US Dynamic Large Cap Value EB10.169.61
Macquarie Large Cap Value Trust (CIT 55)10.049.48
Wellington CIF II Quality Value S19.739.13
DePrince, Race & Zollo, Lg-Cap Val CIT8.708.05
AB US Strategic Value - CIT V9.378.02
Source: Morningstar Separate Account/CIT Fund Database

Large Value5 year gross return5 year net return
The Boston US Dynamic Large Cap Value CF13.0812.37
The Boston US Dynamic Large Cap Value EB13.0112.32
Beutel Goodman American Equity Fund12.9612.29
Macquarie Large Cap Value Trust (CIT 55)12.3711.80
Invesco US Quantitative Core Trust13.0511.67
AB US Strategic Value - CIT V12.7911.39
Eaton Vance Large Cap Val CIT12.1111.38
QMA Value Equity CF11.7011.08
Blackrock Russ 1000 Val Idx CF10.8710.87
State St Russell Lg Cp Valˆ® Indx SL Cl I0.0010.84
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value1 year gross return1 year net return
WEDGE Mid Cap Value INSTL9.608.78
WEDGE Mid Cap Value C8.108.10
American Century US Mid Cap Value Eq Tr6.625.96
Speece Thorson Value Fund2.992.00
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value5 year gross return5 year net return
American Century US Mid Cap Value Eq Tr13.2912.59
Speece Thorson Value Fund9.198.14
WEDGE Mid Cap Value INSTL0.000.00
WEDGE Mid Cap Value C0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Small Value1 year gross return1 year net return
Brandywine Institutional Small Cap BIT13.6912.57
Brandywine Diversified Sm Cap Select BIT9.909.05
Invesco US Quantitative Sm Value Trust0.008.04
Brandywine Diversified Small Cap GT7.586.73
Brandywine Diversified Small Cap BIT7.556.69
American Century US Small Cap Val Eq Tr6.645.74
State St Russell Sm Cpˆ® Val Indx NL Cl A8.045.25
State St Russell Sm Cpˆ® Val Indx NL Cl C-6.005.21
PGI CIT SMID Cap Value Equity Fund5.624.82
Source: Morningstar Separate Account/CIT Fund Database

Small Value5 year gross return5 year net return
Brandywine Diversified Small Cap BIT13.1312.24
Brandywine Diversified Small Cap GT13.0312.14
Brandywine Diversified Sm Cap Select BIT12.8611.98
American Century US Small Cap Val Eq Tr12.4511.50
PGI CIT SMID Cap Value Equity Fund12.2311.31
Invesco US Quantitative Sm Value Trust0.0010.98
State St Russell Sm Cpˆ® Val Indx NL Cl A13.019.97
State St Russell Sm Cpˆ® Val Indx NL Cl C0.009.92
Brandywine Institutional Small Cap BIT8.637.56
Source: Morningstar Separate Account/CIT Fund Database

Real Estate1 year gross return1 year net return
Invesco US REITs Trust0.000.48
Cohen & Steers U.S. Realty CIT Class A-0.40-1.05
American Century U.S. Real Estate Sec Tr-1.13-1.82
PIMCO RealEstatePLUS CIT I-2.41-3.00
Blackrock US Real Estate Sec Idx-3.64-3.64
BNY Mellon REIT Index Fund Instl-3.66-3.66
BNY Mellon REIT Index Fund UC1-3.64-3.73
AEW Real Estate Securities Divers Trust-3.35-3.95
FIAM U.S. Real Estate Invest Tr CIT-3.83-4.41
Source: Morningstar Separate Account/CIT Fund Database

Real Estate5 year gross return5 year net return
Invesco US REITs Trust0.006.47
AEW Real Estate Securities Divers Trust6.736.07
Blackrock US Real Estate Sec Idx5.955.95
FIAM U.S. Real Estate Invest Tr CIT6.415.78
BNY Mellon REIT Index Fund UC15.835.71
Cohen & Steers U.S. Realty CIT Class A0.000.00
American Century U.S. Real Estate Sec Tr0.000.00
PIMCO RealEstatePLUS CIT I0.000.00
BNY Mellon REIT Index Fund Instl0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Aggressive Allocation1 year gross return1 year net return
American Century US Value Yield Eq Tr 26.416.01
American Century US Value Yield Eq Tr 16.385.78
Source: Morningstar Separate Account/CIT Fund Database

Aggressive Allocation5 year gross return5 year net return
American Century US Value Yield Eq Tr 211.7011.27
American Century US Value Yield Eq Tr 111.7011.07
Source: Morningstar Separate Account/CIT Fund Database

Bank Loan1 year gross return1 year net return
Voya Senior Loan Trust4.424.09
Shenkman Capital Mgt High Yld Bank Loan4.644.07
Source: Morningstar Separate Account/CIT Fund Database

Bank Loan5 year gross return5 year net return
Voya Senior Loan Trust4.303.90
Shenkman Capital Mgt High Yld Bank Loan0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Small Value1 year gross return1 year net return
Brandywine Institutional Small Cap BIT13.6912.57
Brandywine Diversified Sm Cap Select BIT9.909.05
Invesco US Quantitative Sm Value Trust0.008.04
Brandywine Diversified Small Cap GT7.586.73
Brandywine Diversified Small Cap BIT7.556.69
American Century US Small Cap Val Eq Tr6.645.74
State St Russell Sm Cpˆ® Val Indx NL Cl A8.045.25
State St Russell Sm Cpˆ® Val Indx NL Cl C-6.005.21
PGI CIT SMID Cap Value Equity Fund5.624.82
Source: Morningstar Separate Account/CIT Fund Database

Small Value5 year gross return5 year net return
Brandywine Diversified Small Cap BIT13.1312.24
Brandywine Diversified Small Cap GT13.0312.14
Brandywine Diversified Sm Cap Select BIT12.8611.98
American Century US Small Cap Val Eq Tr12.4511.50
PGI CIT SMID Cap Value Equity Fund12.2311.31
Invesco US Quantitative Sm Value Trust0.0010.98
State St Russell Sm Cpˆ® Val Indx NL Cl A13.019.97
State St Russell Sm Cpˆ® Val Indx NL Cl C0.009.92
Brandywine Institutional Small Cap BIT8.637.56
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value1 year gross return1 year net return
WEDGE Mid Cap Value INSTL9.608.78
WEDGE Mid Cap Value C8.108.10
American Century US Mid Cap Value Eq Tr6.625.96
Speece Thorson Value Fund2.992.00
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value5 year gross return5 year net return
American Century US Mid Cap Value Eq Tr13.2912.59
Speece Thorson Value Fund9.198.14
WEDGE Mid Cap Value INSTL0.000.00
WEDGE Mid Cap Value C0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Large Value1 year gross return1 year net return
Invesco US Quantitative Core Trust19.0014.46
NBTC CIT - Value Equity Fund14.0514.05
Eaton Vance Large Cap Val CIT10.7310.00
QMA Value Equity CF10.389.84
The Boston US Dynamic Large Cap Value CF10.379.77
The Boston US Dynamic Large Cap Value EB10.169.61
Macquarie Large Cap Value Trust (CIT 55)10.049.48
Wellington CIF II Quality Value S19.739.13
DePrince, Race & Zollo, Lg-Cap Val CIT8.708.05
AB US Strategic Value - CIT V9.378.02
Source: Morningstar Separate Account/CIT Fund Database

Large Value5 year gross return5 year net return
The Boston US Dynamic Large Cap Value CF13.0812.37
The Boston US Dynamic Large Cap Value EB13.0112.32
Beutel Goodman American Equity Fund12.9612.29
Macquarie Large Cap Value Trust (CIT 55)12.3711.80
Invesco US Quantitative Core Trust13.0511.67
AB US Strategic Value - CIT V12.7911.39
Eaton Vance Large Cap Val CIT12.1111.38
QMA Value Equity CF11.7011.08
Blackrock Russ 1000 Val Idx CF10.8710.87
State St Russell Lg Cp Valˆ® Indx SL Cl I0.0010.84
Source: Morningstar Separate Account/CIT Fund Database

Small Growth1 year gross return1 year net return
State St Russell Sm Capˆ® Gr Indx NL Cl A3.7718.42
State St Russell Sm Capˆ® Gr Indx NL Cl C-1.4518.37
Frontegra Small Cap Core Fund17.5516.81
The Boston Small Cap Opp Val Eq Mgt CF14.7013.57
Wellington CIF II Small Cap 2000 S114.1713.23
FIAM Small Cap Core Class B12.0211.33
FIAM Small Cap Core Class O11.9811.29
FIAM Small Cap Core Class D11.9711.20
FIAM Small Cap Core Pool11.9811.10
Voya Small Cap Growth Trust11.8610.98
Source: Morningstar Separate Account/CIT Fund Database

Small Growth5 year gross return5 year net return
Wellington CIF II Small Cap 2000 S114.5513.60
Frontegra Small Cap Core Fund13.8313.10
State St Russell Sm Capˆ® Gr Indx NL Cl A0.0012.83
State St Russell Sm Capˆ® Gr Indx NL Cl C0.0012.79
Champlain Small Company Fund, LLC13.8712.76
The Boston Small Cap Opp Val Eq Mgt CF13.8212.70
FIAM Small Cap Core Class B13.0312.34
FIAM Small Company Pool13.2312.34
FIAM Small Cap Core Class O13.0012.30
FIAM Small Cap Core Class D12.9912.21
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth1 year gross return1 year net return
Macquarie SMID Cap Growth (CIT 80)27.6026.63
Wellington CIF II MdCap Opportunities S222.3521.81
WTC-CIF II Mid Cap Opportunities S322.3521.67
Wellington CIF II MdCap Opportunities S122.3521.61
Champlain Mid Cap Collective Fund 519.8818.98
Champlain Mid Cap Fund, LLC19.8918.91
Champlain Mid Cap Collective Fund19.8918.81
Voya Mid Cap Growth Trust18.1617.35
CastleArk Small Company Growth CIT18.0817.28
Artisan Mid Cap Growth Trust Tier 217.2617.12
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth5 year gross return5 year net return
WTC-CIF II Mid Cap Opportunities S30.0015.11
Wellington CIF II MdCap Opportunities S215.5114.97
Macquarie SMID Cap Growth (CIT 80)15.7314.85
Wellington CIF II MdCap Opportunities S115.5114.75
Champlain Mid Cap Fund, LLC15.6314.67
PGI CIT Mid-Cap Equity Fund A13.6813.68
PGI CIT Mid-Cap Equity Fund14.1413.46
Voya Mid Cap Growth Trust13.1512.37
FIAM Small/Mid Cap Core Pool12.7011.97
BNY Mellon Market Completion Fund UC111.6711.59
Source: Morningstar Separate Account/CIT Fund Database

Large Growth1 year gross return1 year net return
Wellington CIF II Growth S130.3829.70
CastleArk Large Cap Growth 127.0526.42
PGI CIT Blue Chip Equity Fund24.0523.32
UBS: US Equity Lrge Cap Select Growth CF25.5823.08
TCW Concentrated Core Fund, Class B23.7422.94
Alger Capital Appreciation Series CF R122.9822.18
American Century US Lg Cp Grwth Eq Tr 122.6021.90
BNY Mellon Large Cap Growth SIF UC121.6821.64
Alger Collective Trust Spectra Series R122.4221.60
Macquarie Large Cap Growth (CIT 60)22.1321.34
Source: Morningstar Separate Account/CIT Fund Database

Large Growth5 year gross return5 year net return
Wellington CIF II Growth S117.8117.18
State St Russell Lg Cap Grˆ® Indx SL Cl I0.0015.54
BlackRock Russell 1000ˆ® Growth R0.0015.52
State St Russell Lg Cap Grˆ® Indx NL Cl C0.0015.48
Blackrock Eq Gr Fund CF15.3115.31
Eaton Vance EB Large Cap Growth I15.7315.01
Voya Large Cap Growth Trust15.4314.80
Wellington CIF II Diversified Growth S115.1914.55
American Century US Lg Cp Grwth Eq Tr 115.1814.53
FIAM U.S. Total Market Equity CF14.7714.20
Source: Morningstar Separate Account/CIT Fund Database

Small Blend1 year gross return1 year net return
Wellington CIF II Small Cap Opps18.3517.49
RAM Small-Cap Trust15.6814.53
Amalgamated Bank LongView 600 SC Idx CF12.7212.67
State St Russell Sm Capˆ® Indx SL Cl I4.1412.06
Rothschild U.S. Small-Cap Core CIT Fund12.6611.82
Blackrock Russell 2000 Index Fund A11.8211.82
State St Russell Sm Capˆ® Indx NL Cl S11.8311.81
BNY Mellon Small Cap Stock Idx Fnd Instl11.7711.77
Rothschild U.S. Small-Cap Core CIT Cl 112.6911.74
Rothschild U.S. Small/Mid-Cap Core Cl 212.5711.73
Source: Morningstar Separate Account/CIT Fund Database

Small Blend5 year gross return5 year net return
Wellington CIF II Small Cap Opps16.1715.23
Amalgamated Bank LongView 600 SC Idx CF13.5213.47
RhumbLine S&P 600 Sm-Cap Pooled Index13.2513.25
Rothschild U.S. Small/Mid-Cap Core Cl 213.6012.75
Rothschild U.S. Small/Mid-Cap Core Cl 10.0012.64
Victory Small Cap Value Collective Fund13.7312.56
Blackrock Russell 2000 Alpha Tilts Fd A12.3412.34
Voya Small Cap Core Trust12.8912.06
RAM Small-Cap Trust14.0812.05
State St US Sm Cap Enhanced SL Cl I0.0012.00
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend1 year gross return1 year net return
Blackrock Russ 3000 Alpha Tilts CF17.7517.75
The Boston US Small-Mid Cap Opp Val EB15.2114.18
Blackrock US Eq Mkt Fund CF13.8213.82
State St Russell Sm/Mid Cpˆ® Indx SL Cl I9.7313.55
State St Russell Sm/Mid Cpˆ® Indx NL Cl A0.0013.43
Blackrock Extended Mkt Fund CF13.3213.32
BNY Mellon EB DL Mkt Completion13.1913.15
State St S&P MidCapˆ® Indx SL Cl I11.0411.05
Blackrock Mid Cap Eq Idx Fund CF11.0511.05
Amalgamated Bank LongView 400 Mid Idx CF11.0611.01
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend5 year gross return5 year net return
Blackrock Russ 3000 Alpha Tilts CF14.3614.36
Amalgamated Bank Longview Qnt Mid Cap CF14.1213.51
Blackrock US Eq Mkt Fund CF13.0913.09
QMA US Mid Cap Core Equity Fund13.6813.06
BNY Mellon EB DL Mid Cap Stk Index12.9612.88
BNY Mellon EB DL Mid Cap Stk Index UC212.9212.83
State St Russell Sm/Mid Cpˆ® Indx SL Cl I16.3712.04
State St S&P MidCapˆ® Indx SL Cl I0.0012.02
State St S&P MidCapˆ® Indx NL Cl A0.0011.96
RhumbLine S&P 400 Mid-Cap Pooled Index11.9411.94
Source: Morningstar Separate Account/CIT Fund Database

Large Blend1 year gross return1 year net return
BNY Mellon EB DO Large Cap Core45.1945.56
State St Nasdaq-100 Indxˆ® NL Cl A27.4822.33
State St Nasdaq-100 Indxˆ® NL Cl C27.4622.27
Blackrock Russ 1000 Alpha Tilts CF18.6218.62
Blackrock Alpha Tilts Fund CF18.4118.41
BNY Mellon EB DV Dynamic U.S. Equity17.8617.39
FIAM Quantitative Large Cap Core Pool16.6015.80
Blackrock Alpha Advantage 300014.6714.67
Amalgamated Bank LongView Quant. LC CF14.8914.55
Westwood Mgt Corp. Lg-Cap Eq (EB) CF15.0714.48
Source: Morningstar Separate Account/CIT Fund Database

Large Blend5 year gross return5 year net return
State St Nasdaq-100 Indxˆ® NL Cl A20.0119.93
State St Nasdaq-100 Indxˆ® NL Cl C0.0019.87
BNY Mellon EB DO Large Cap Core18.1217.33
BNY Mellon EB DV Dynamic U.S. Equity16.6016.15
Blackrock Russ 1000 Alpha Tilts CF14.5414.54
Blackrock Alpha Tilts Fund CF14.4814.48
QMA US Core Equity Fund14.4114.01
Amalgamated Bank LongView Quant. LC CF14.1913.85
QMA US All Cap Core Equity Fund14.2213.82
Amalgamated Bank LongView LC Qtv VEBA Fd13.9813.65
Source: Morningstar Separate Account/CIT Fund Database

Long/Short Equity1 year gross return1 year net return
Blackrock Alpha Advantage 5000.000.00
Source: Morningstar Separate Account/CIT Fund Database

Long/Short Equity5 year gross return5 year net return
Blackrock Alpha Advantage 5000.000.00
Source: Morningstar Separate Account/CIT Fund Database

World Stock1 year gross return1 year net return
Artisan Global Equity Trust, Tier 228.7028.51
Artisan Global Equity Trust, Tier 128.6327.54
Hardman Johnston Glb Equity Group Trust26.5925.83
Artisan Global Opportunity Trust, Tier 223.8623.76
Artisan Global Opportunity Trust, Tier 323.8722.95
Artisan Global Opportunity Trust, Tier 123.8622.81
American Century Glbl Grwth Eq Tr Tier 221.4220.72
Manning & Napier Global Equity CIT CL Z19.4319.43
Fisher Investments All World Equity 318.0918.09
Wellington CIF II Global Equities16.5716.62
Source: Morningstar Separate Account/CIT Fund Database

World Stock5 year gross return5 year net return
Hardman Johnston Glb Equity Group Trust14.9414.23
Artisan Global Opportunity Trust, Tier 20.0014.07
Artisan Global Opportunity Trust, Tier 314.2713.41
Artisan Global Opportunity Trust, Tier 114.2713.30
Thornburg Global Equity Income Fund CIT12.4911.76
Wellington CIF Global Research Equity12.2111.38
American Century Glbl Grwth Eq Tr Tier 211.4710.83
Manning & Napier Global Equity CIT CL Z10.1010.10
Wellington CIF Unconstrained Themes11.1510.09
Brandywine Quant Global Value Eq BIT11.1110.07
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Value1 year gross return1 year net return
Beutel Goodman International Equity Fund18.0217.18
LSV Asset Mgt Intl Lg Cap Val Eq Trust16.8916.06
Pictet International Equity Fund LLC15.4114.45
Templeton Intl Equity CIT CF13.8913.37
Macquarie Intl Value Equity (CIT 70)13.6612.86
LongView Intl. Value Eq Coll Fund13.3512.51
Mondrian All Countries World ex-US CIT12.3312.02
Mondrian International Equity CIT11.3011.03
Templeton International Equity CIT 10.000.00
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Value5 year gross return5 year net return
LSV Asset Mgt Intl Lg Cap Val Eq Trust8.667.88
Pictet International Equity Fund LLC8.357.44
Macquarie Intl Value Equity (CIT 70)6.886.13
LongView Intl. Value Eq Coll Fund6.896.05
Templeton Intl Equity CIT CF5.985.39
Beutel Goodman International Equity Fund5.174.39
Mondrian All Countries World ex-US CIT0.000.00
Mondrian International Equity CIT0.000.00
Templeton International Equity CIT 10.000.00
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Blend1 year gross return1 year net return
Gryphon International EAFE Growth Fd-CIT25.1024.18
EARNEST Partners Intl20.5319.51
Blackrock Intl Alpha Tilt CF18.4018.40
PGI CIT Diversified International Eq Fd18.8517.97
State St Gbl All Cp Eq ex-US Idx NL Cl A0.0017.69
The Boston International CF18.0617.13
State St Gbl Eq ex US Indx NL Cl A5.0317.11
State St Gbl Eq ex US Indx SL Cl I0.0017.10
Wellington CIF II Intl Opps16.8216.95
Invesco International Equity Trust17.5316.76
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Blend5 year gross return5 year net return
Blackrock Intl Alpha Tilt CF9.579.57
Blackrock Curr Hedged EAFE Idx CF9.189.18
Gryphon International EAFE Growth Fd-CIT8.787.98
The Boston International CF8.657.78
PGI CIT Diversified International Eq Fd8.547.74
AQR International Equity World ex US8.227.52
QMA International Core Equity Fund7.907.31
BNY Mellon EB DL MVP Intl Stk Index7.137.07
BNY Mellon EB DL Intl Stk Index7.107.00
Invesco International Equity Trust8.796.93
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Growth1 year gross return1 year net return
Hardman Johnston Intl Equity Group Trust24.6524.06
Capital Group Intl All Countries Eq DB23.5222.67
Capital Group Intl All Countries Eq DC-T23.5222.67
MFSˆ® Heritage International Growth 0222.4021.94
Artisan International Growth Trust - T221.7021.58
William Blair International Growth CIT22.3821.58
Artisan International Growth Trust - T321.7420.77
Artisan International Growth Trust - T121.7120.62
Capital Group Int’l Equity DC Unit T20.4419.62
Capital Group Int'l Equity DB Fund20.4119.58
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Growth5 year gross return5 year net return
Hardman Johnston Intl Equity Group Trust10.089.35
Capital Group Intl All Countries Eq DB8.507.72
Capital Group Intl All Countries Eq DC-T8.437.68
MFSˆ® Heritage International Growth 028.037.62
Capital Group Int’l Equity DC Unit T8.237.48
William Blair International Growth CIT8.177.34
Capital Group Int'l Equity DB Fund8.037.25
Artisan International Growth Trust - T20.007.08
Fisher Investments All Foreign Equity7.816.95
Fisher Investments Foreign Equity Cl 17.806.94
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Value1 year gross return1 year net return
Templeton International Smaller Co CF24.7923.91
Segall B & H Intl Sml Cap Founders19.2618.25
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Value5 year gross return5 year net return
Templeton International Smaller Co CF9.819.04
Segall B & H Intl Sml Cap Founders0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Growth1 year gross return1 year net return
Rainier International Small Cap Equity36.4635.57
Rainier Small Cap International Equity L36.2635.08
Rainier Small Cap International Equity A36.1934.77
FIAM Concentrated Intl Small Cap CIT22.0720.99
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Growth5 year gross return5 year net return
Rainier International Small Cap Equity14.9114.06
FIAM Concentrated Intl Small Cap CIT11.3010.31
Rainier Small Cap International Equity L0.000.00
Rainier Small Cap International Equity A0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Europe Stock1 year gross return1 year net return
FIAM Europe Growth Pool14.6713.87
Source: Morningstar Separate Account/CIT Fund Database

Europe Stock5 year gross return5 year net return
FIAM Europe Growth Pool6.525.79
Source: Morningstar Separate Account/CIT Fund Database

Diversified Emerging Mkts1 year gross return1 year net return
William Emerging Markets Growth CIT33.5333.24
FIAM Select Emerging Markets Class A30.7429.85
State St Emg Mkts Indx NL Cl A0.0025.49
QMA Emerging Markets Core Equity Fund26.2725.46
Trilogy Emerging Markets Fund26.3125.03
Fisher Investments Emerging Markets Eq 324.6424.64
Blackrock MSCI Emg Mrkt Free Idx24.6424.64
LMCG Emerging Markets 225.6524.58
LMCG Emerging Markets Collective 125.4424.50
BNY Mellon Emerging Markets SIF UC124.6324.46
Source: Morningstar Separate Account/CIT Fund Database

Diversified Emerging Mkts5 year gross return5 year net return
FIAM Select Emerging Markets Class A8.838.07
William Emerging Markets Growth CIT7.476.57
State St Actv Emg Mkts NL Cl A0.005.15
State St Emg Mkts Indx NL Cl A0.004.97
The Boston Emerging Markets Equity CF6.004.88
EARNEST Partners Emerging Markets Fund5.574.52
LSV Asset Mgt Emg Mkts Val Eq Fund LP5.254.24
QMA Emerging Markets Core Equity Fund4.694.02
Parametric Emerging Markets Equity (CIT)4.543.94
Templeton Intl Emg Mkt CF4.933.74
Source: Morningstar Separate Account/CIT Fund Database

Global Real Estate1 year gross return1 year net return
Blackrock Ex-US Real Estate Idx14.3114.31
PGI CIT Global Property Securities Fund10.9110.14
Voya Global Real Estate9.118.10
Cohen & Steers Global Realty CIT8.377.56
RREEF Global Real Estate Sec Cmgld Fund7.197.12
RREEF Global Real Estate Sec CF-A6.376.37
AEW Gl Property Secs Master Tr-DC Plan B5.354.90
AEW Gl Property Secs Master Tr-DC Plan A5.204.71
Invesco Global REITs Trust0.814.51
Source: Morningstar Separate Account/CIT Fund Database

Global Real Estate5 year gross return5 year net return
PGI CIT Global Property Securities Fund7.036.28
RREEF Global Real Estate Sec Cmgld Fund5.815.79
AEW Gl Property Secs Master Tr-DC Plan B0.005.26
AEW Gl Property Secs Master Tr-DC Plan A5.685.19
RREEF Global Real Estate Sec CF-A5.035.03
Invesco Global REITs Trust7.234.17
Voya Global Real Estate4.813.96
Blackrock Ex-US Real Estate Idx0.000.00
Cohen & Steers Global Realty CIT0.000.00
Source: Morningstar Separate Account/CIT Fund Database

World Bond1 year gross return1 year net return
Brandywine International Fixed Inc BIT12.5011.89
Brandywine Global Fixed Income GT12.4111.81
Brandywine Global Fixed Income BGIMT12.0111.51
Brandywine Global Opportun Fxd BGIMT12.0911.47
Brandywine Global Fixed Income BIT12.0811.46
Brandywine Intl Opportunistic Fxd BIT12.0411.43
PIMCO Global Advantage Strategy CIT II4.594.00
PIMCO Global Advantage Strategy III CIT4.603.86
Franklin Templeton Global Bond Plus (CF)0.14-0.41
Source: Morningstar Separate Account/CIT Fund Database

World Bond5 year gross return5 year net return
Brandywine Global Opportun Fxd BGIMT3.522.96
Brandywine Intl Opportunistic Fxd BIT3.122.55
Brandywine Global Fixed Income BIT2.762.21
Brandywine Global Fixed Income GT2.742.18
Brandywine Global Fixed Income BGIMT2.542.08
Brandywine International Fixed Inc BIT2.261.69
Franklin Templeton Global Bond Plus (CF)2.161.65
PIMCO Global Advantage Strategy CIT II1.430.85
PIMCO Global Advantage Strategy III CIT1.440.73
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond1 year gross return1 year net return
DDJ Total Return Credit I Composite14.1412.63
Capital Group Global High Yield FI DB Fd6.986.24
Shenkman Capital Four Pts Multi-Strat Fd6.315.44
Loomis Sayles HYCSV CIT4.944.41
Wellington CIF II High Yield Bond S14.764.32
Fort Washington High Yield Fixed Inc CF4.214.21
BNY Mellon EB DV High Yield Beta Fund4.213.95
Eaton Vance EB High Yield I4.093.53
FIAM High Yield Core Institutional CF3.853.33
Shenkman Capital Mgt Primus HighYield CF4.043.24
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond5 year gross return5 year net return
DDJ Total Return Credit I Composite10.058.54
Eaton Vance EB High Yield I5.795.26
BNY Mellon EB DV High Yield Beta Fund5.265.00
Wellington CIF II High Yield Bond S15.124.69
FIAM High Yield Core Institutional CF4.894.37
Fort Washington High Yield Fixed Inc CF4.254.17
Capital Group Global High Yield FI DB Fd4.123.39
Shenkman Capital Four Pts Multi-Strat Fd0.000.00
Loomis Sayles HYCSV CIT0.000.00
Shenkman Capital Mgt Primus HighYield CF0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government1 year gross return1 year net return
Diversified Ret Interm Govt/Credit Tr0.500.59
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government5 year gross return5 year net return
Diversified Ret Interm Govt/Credit Tr1.611.08
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond1 year gross return1 year net return
Loomis Sayles CPFD CIT3.523.05
Macquarie Diversified Income (CIT 40)3.252.86
Macquarie Diversified Income (CIT 45)3.242.80
Wellington CIF II Core Bond Plus2.612.61
Wellington CIF II Core Bond Plus S12.612.28
Invesco Core Plus Fixed Income Trust0.002.20
FIAM Core Plus Class E2.332.03
FIAM Core Plus Class K2.342.03
FIAM Core Plus Class F2.272.02
Voya Core Plus Trust2.312.01
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond5 year gross return5 year net return
Loomis Sayles CPFD CIT3.603.14
Invesco Core Plus Fixed Income Trust0.002.96
FIAM Core Plus Class F3.082.82
FIAM Core Plus Class E3.092.78
FIAM Core Plus Class K3.072.77
FIAM Core Plus Pool3.082.77
Voya Core Plus Trust2.982.68
Wellington CIF II Core Bond Plus2.662.53
Wellington CIF II Core Bond S12.772.49
Macquarie Diversified Income (CIT 45)2.622.18
Source: Morningstar Separate Account/CIT Fund Database

Short Government1 year gross return1 year net return
Smith Breeden High Credit Qual Short Dur1.261.02
Blackrock 1-3 Yr Govt Bond Idx CF0.210.21
Source: Morningstar Separate Account/CIT Fund Database

Short Government5 year gross return5 year net return
Smith Breeden High Credit Qual Short Dur1.200.83
Blackrock 1-3 Yr Govt Bond Idx CF0.690.69
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond1 year gross return1 year net return
Fisher Investments U.S. Fixed Income 31.701.70
Voya Short Duration High Quality Trust0.880.65
FIAM Target Date Shrt Crdt Commingled Pl0.600.60
FIAM Short Duration Pool0.600.40
BNY Mellon 1-3 Yr Govt/Credit Id Fd UC10.190.10
Amalgamated Ultra Construction Loan-1.66-2.65
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond5 year gross return5 year net return
Amalgamated Ultra Construction Loan5.894.84
Voya Short Duration High Quality Trust1.271.02
FIAM Short Duration Pool1.210.97
BNY Mellon 1-3 Yr Govt/Credit Id Fd UC10.680.60
Fisher Investments U.S. Fixed Income 30.000.00
FIAM Target Date Shrt Crdt Commingled Pl0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond1 year gross return1 year net return
FIAM Leveraged Loan Pool4.914.39
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond5 year gross return5 year net return
FIAM Leveraged Loan Pool4.624.10
Source: Morningstar Separate Account/CIT Fund Database

Long Government1 year gross return1 year net return
FIAM Long U.S. Treasury STRIPS - Pool6.306.14
Blackrock 20+ Treas Bond Idx CF4.064.06
Blackrock Long Govt Bond Idx Fund CF3.733.73
State St US Lg Gov Bnd Indx SL Cl I-6.433.59
BNY Mellon EB LT Govt Bond Index3.573.52
FIAM Target Date L/T Trs IdxCommingledPl0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Long Government5 year gross return5 year net return
Blackrock 20+ Treas Bond Idx CF3.633.63
State St US Lg Gov Bnd Indx SL Cl I0.003.31
BNY Mellon EB LT Govt Bond Index3.313.25
Blackrock Long Govt Bond Idx Fund CF2.402.40
FIAM Long U.S. Treasury STRIPS - Pool0.000.00
FIAM Target Date L/T Trs IdxCommingledPl0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond1 year gross return1 year net return
BNY Mellon EB LT Credit Bond Index6.316.25
Blackrock Long Corp Bond Idx CF6.236.23
FIAM Long Corporate Pool6.296.03
FIAM Long Duration CIT5.144.88
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond5 year gross return5 year net return
FIAM Long Corporate Pool4.994.73
BNY Mellon EB LT Credit Bond Index4.774.71
FIAM Long Duration CIT4.274.01
Blackrock Long Corp Bond Idx CF0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond1 year gross return1 year net return
Loomis Sayles MSFD CIT5.294.69
Pioneer Multi-Sector F/I - T32.992.80
Pioneer Multi-Sector F/I - T23.062.59
Blackrock CoreActive Bond Fund1.661.66
FIAM Broad Market Duration Pool1.631.37
FIAM U.S. Bond Index1.081.02
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond5 year gross return5 year net return
Pioneer Multi-Sector F/I - T33.333.15
Pioneer Multi-Sector F/I - T20.002.88
FIAM Broad Market Duration Pool2.522.27
Blackrock CoreActive Bond Fund2.192.19
FIAM U.S. Bond Index1.821.71
Loomis Sayles MSFD CIT0.000.00
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond1 year gross return1 year net return
DDJ Total Return Credit I Composite14.1412.63
Capital Group Global High Yield FI DB Fd6.986.24
Shenkman Capital Four Pts Multi-Strat Fd6.315.44
Loomis Sayles HYCSV CIT4.944.41
Wellington CIF II High Yield Bond S14.764.32
Fort Washington High Yield Fixed Inc CF4.214.21
BNY Mellon EB DV High Yield Beta Fund4.213.95
Eaton Vance EB High Yield I4.093.53
FIAM High Yield Core Institutional CF3.853.33
Shenkman Capital Mgt Primus HighYield CF4.043.24
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond5 year gross return5 year net return
DDJ Total Return Credit I Composite10.058.54
Eaton Vance EB High Yield I5.795.26
BNY Mellon EB DV High Yield Beta Fund5.265.00
Wellington CIF II High Yield Bond S15.124.69
FIAM High Yield Core Institutional CF4.894.37
Fort Washington High Yield Fixed Inc CF4.254.17
Capital Group Global High Yield FI DB Fd4.123.39
Shenkman Capital Four Pts Multi-Strat Fd0.000.00
Loomis Sayles HYCSV CIT0.000.00
Shenkman Capital Mgt Primus HighYield CF0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government1 year gross return1 year net return
Diversified Ret Interm Govt/Credit Tr0.500.59
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government5 year gross return5 year net return
Diversified Ret Interm Govt/Credit Tr1.611.08
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond1 year gross return1 year net return
Loomis Sayles CPFD CIT3.523.05
Macquarie Diversified Income (CIT 40)3.252.86
Macquarie Diversified Income (CIT 45)3.242.80
Wellington CIF II Core Bond Plus2.612.61
Wellington CIF II Core Bond Plus S12.612.28
Invesco Core Plus Fixed Income Trust0.002.20
FIAM Core Plus Class E2.332.03
FIAM Core Plus Class K2.342.03
FIAM Core Plus Class F2.272.02
Voya Core Plus Trust2.312.01
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond5 year gross return5 year net return
Loomis Sayles CPFD CIT3.603.14
Invesco Core Plus Fixed Income Trust0.002.96
FIAM Core Plus Class F3.082.82
FIAM Core Plus Class E3.092.78
FIAM Core Plus Class K3.072.77
FIAM Core Plus Pool3.082.77
Voya Core Plus Trust2.982.68
Wellington CIF II Core Bond Plus2.662.53
Wellington CIF II Core Bond S12.772.49
Macquarie Diversified Income (CIT 45)2.622.18
Source: Morningstar Separate Account/CIT Fund Database

Short Government1 year gross return1 year net return
Smith Breeden High Credit Qual Short Dur1.261.02
Blackrock 1-3 Yr Govt Bond Idx CF0.210.21
Source: Morningstar Separate Account/CIT Fund Database

Short Government5 year gross return5 year net return
Smith Breeden High Credit Qual Short Dur1.200.83
Blackrock 1-3 Yr Govt Bond Idx CF0.690.69
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond1 year gross return1 year net return
Fisher Investments U.S. Fixed Income 31.701.70
Voya Short Duration High Quality Trust0.880.65
FIAM Target Date Shrt Crdt Commingled Pl0.600.60
FIAM Short Duration Pool0.600.40
BNY Mellon 1-3 Yr Govt/Credit Id Fd UC10.190.10
Amalgamated Ultra Construction Loan-1.66-2.65
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond5 year gross return5 year net return
Amalgamated Ultra Construction Loan5.894.84
Voya Short Duration High Quality Trust1.271.02
FIAM Short Duration Pool1.210.97
BNY Mellon 1-3 Yr Govt/Credit Id Fd UC10.680.60
Fisher Investments U.S. Fixed Income 30.000.00
FIAM Target Date Shrt Crdt Commingled Pl0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond1 year gross return1 year net return
FIAM Leveraged Loan Pool4.914.39
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond5 year gross return5 year net return
FIAM Leveraged Loan Pool4.624.10
Source: Morningstar Separate Account/CIT Fund Database

Long Government1 year gross return1 year net return
FIAM Long U.S. Treasury STRIPS - Pool6.306.14
Blackrock 20+ Treas Bond Idx CF4.064.06
Blackrock Long Govt Bond Idx Fund CF3.733.73
State St US Lg Gov Bnd Indx SL Cl I-6.433.59
BNY Mellon EB LT Govt Bond Index3.573.52
FIAM Target Date L/T Trs IdxCommingledPl0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Long Government5 year gross return5 year net return
Blackrock 20+ Treas Bond Idx CF3.633.63
State St US Lg Gov Bnd Indx SL Cl I0.003.31
BNY Mellon EB LT Govt Bond Index3.313.25
Blackrock Long Govt Bond Idx Fund CF2.402.40
FIAM Long U.S. Treasury STRIPS - Pool0.000.00
FIAM Target Date L/T Trs IdxCommingledPl0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond1 year gross return1 year net return
BNY Mellon EB LT Credit Bond Index6.316.25
Blackrock Long Corp Bond Idx CF6.236.23
FIAM Long Corporate Pool6.296.03
FIAM Long Duration CIT5.144.88
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond5 year gross return5 year net return
FIAM Long Corporate Pool4.994.73
BNY Mellon EB LT Credit Bond Index4.774.71
FIAM Long Duration CIT4.274.01
Blackrock Long Corp Bond Idx CF0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond1 year gross return1 year net return
Loomis Sayles MSFD CIT5.294.69
Pioneer Multi-Sector F/I - T32.992.80
Pioneer Multi-Sector F/I - T23.062.59
Blackrock CoreActive Bond Fund1.661.66
FIAM Broad Market Duration Pool1.631.37
FIAM U.S. Bond Index1.081.02
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond5 year gross return5 year net return
Pioneer Multi-Sector F/I - T33.333.15
Pioneer Multi-Sector F/I - T20.002.88
FIAM Broad Market Duration Pool2.522.27
Blackrock CoreActive Bond Fund2.192.19
FIAM U.S. Bond Index1.821.71
Loomis Sayles MSFD CIT0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Inflation-Protected Bond1 year gross return1 year net return
PIMCO Real Return Strategy Fund1.631.12
PIMCO Real Return Collective Trust II1.551.10
U.S. Treasury Inflation Prot Sec Fund F1.101.10
State St US Infl Protct Bnd Indx NL Cl A3.000.93
Wellington CIF II TIPS S10.790.63
FIAM Inter Infla-Pro Bond Index - Pool0.320.25
Source: Morningstar Separate Account/CIT Fund Database

Inflation-Protected Bond5 year gross return5 year net return
U.S. Treasury Inflation Prot Sec Fund F0.160.16
State St US Infl Protct Bnd Indx NL Cl A0.000.02
Wellington CIF II TIPS S10.14-0.06
FIAM Inter Infla-Pro Bond Index - Pool-0.10-0.19
PIMCO Real Return Strategy Fund0.24-0.26
PIMCO Real Return Collective Trust II-0.05-0.49
Source: Morningstar Separate Account/CIT Fund Database

Stable Value1 year gross return1 year net return
Putnam Stable Value Fund: Gross2.272.23
IBEW NECA Stable Value Tr Bas Category2.082.15
Putnam Stable Value Fund: 15bps2.272.12
Putnam Stable Value Fund: 20bps2.272.07
Galliard Managed Income Fund2.362.05
Putnam Stable Value Fund: 25bps2.272.01
Invesco Stable Value Retirement Fund CL11.922.00
Putnam Stable Value Fund: 30bps2.271.96
Invesco Stable Asset ADPZ1.641.96
Invesco Stable Value Retirement Fund CL21.911.95
Source: Morningstar Separate Account/CIT Fund Database

Stable Value5 year gross return5 year net return
Putnam Stable Value Fund: Gross2.042.02
Galliard Managed Income Fund2.332.02
IBEW NECA Stable Value Tr Bas Category2.031.93
Putnam Stable Value Fund: 15bps2.041.89
Putnam Stable Value Fund: 20bps2.041.84
Putnam Stable Value Fund: 25bps2.041.78
Putnam Stable Value Fund: 30bps2.041.73
Putnam Stable Value Fund: 35bps2.041.68
IBEW NECA Stable Value Trust Premier Cl2.021.68
Invesco Stable Value Retirement Fund CL11.661.62
Source: Morningstar Separate Account/CIT Fund Database

Convertibles1 year gross return1 year net return
Shenkman Capital Mgt Gamma Convert Fund7.826.96
Source: Morningstar Separate Account/CIT Fund Database

Convertibles5 year gross return5 year net return
Shenkman Capital Mgt Gamma Convert Fund5.804.94
Source: Morningstar Separate Account/CIT Fund Database

Emerging Markets Bond1 year gross return1 year net return
Capital Group EM Debt (Broad) DB Fund9.558.90
Capital Group EM Debt (Broad) DC Unit T9.458.80
FIAM Emerging Market Debt Pool5.644.96
TCW Emerging Markets Fixed Income Cl D5.674.84
Source: Morningstar Separate Account/CIT Fund Database

Emerging Markets Bond5 year gross return5 year net return
FIAM Emerging Market Debt Pool5.444.76
TCW Emerging Markets Fixed Income Cl D3.983.16
Capital Group EM Debt (Broad) DB Fund2.311.69
Capital Group EM Debt (Broad) DC Unit T2.211.60
Source: Morningstar Separate Account/CIT Fund Database

World Allocation1 year gross return1 year net return
Wellington Opportunistic Investment11.5510.36
Wellington CIF II Divers Inflation Hg S18.187.19
Invesco Balanced Risk Allocation Trust0.006.27
Invesco Balanced Risk Allocation Trust I4.726.07
Capital Group Absolute Income Grower DB6.725.98
State St Real Asset NL Cl A0.004.53
State St Real Asset NL Cl C11.744.35
PIMCO Diversified Real Asset CIT1.120.59
Source: Morningstar Separate Account/CIT Fund Database

World Allocation5 year gross return5 year net return
Wellington Opportunistic Investment7.426.30
Capital Group Absolute Income Grower DB5.905.16
Invesco Balanced Risk Allocation Trust0.004.59
State St Real Asset NL Cl A0.00-0.29
State St Real Asset NL Cl C0.00-0.46
PIMCO Diversified Real Asset CIT-0.36-0.88
Wellington CIF II Divers Inflation Hg S1-2.10-2.99
Invesco Balanced Risk Allocation Trust I0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Conservative Allocation1 year gross return1 year net return
Manning & Napier Pro-Mix Modrte Term S6.755.79
Wellington CIF II Balanced Real Asset S16.115.56
Manning & Napier Pro-Mix Consrv Term S5.094.20
Source: Morningstar Separate Account/CIT Fund Database

Conservative Allocation5 year gross return5 year net return
Manning & Napier Pro-Mix Modrte Term S5.114.17
Manning & Napier Pro-Mix Consrv Term S4.133.25
Wellington CIF II Balanced Real Asset S1-1.11-1.71
Source: Morningstar Separate Account/CIT Fund Database

Moderate Allocation1 year gross return1 year net return
Pioneer U.S. Balanced Trust - T210.7110.18
Manning & Napier Pro-Mix Extend Term S8.697.71
Source: Morningstar Separate Account/CIT Fund Database

Moderate Allocation5 year gross return5 year net return
Manning & Napier Pro-Mix Extend Term S6.345.38
Pioneer U.S. Balanced Trust - T20.000.00
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2000-20101 year gross return1 year net return
FIAM Target Date 2010 Composite7.287.28
FIAM Target Date 2010 S7.367.08
FIAM Target Date 2010 R7.337.01
FIAM Target Date 2010 T7.267.01
FIAM Target Date 2010 Y7.316.95
FIAM Target Date 2010 X7.346.95
FIAM Target Date 2010 Q7.326.95
FIAM Target Date 2010 W7.316.88
FIAM Target Date 2010 P7.316.88
FIAM Index Target Date 2010 Composite6.846.84
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2000-20105 year gross return5 year net return
FIAM Target Date 2010 S6.446.16
FIAM Target Date 2010 T6.416.16
FIAM Target Date 2010 R6.436.11
FIAM Target Date 2010 Y6.436.06
FIAM Target Date 2010 Composite6.426.05
FIAM Target Date 2010 Q6.416.03
FIAM Target Date 2010 X6.416.02
FIAM Target Date 2010 P6.425.99
FIAM Target Date 2010 W6.365.94
FIAM Target Date 2010 V6.415.93
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2011-20151 year gross return1 year net return
FIAM Target Date 2015 Composite8.428.42
FIAM Target Date 2015 S8.448.16
FIAM Target Date 2015 Y8.478.11
FIAM Target Date 2015 R8.428.10
FIAM Target Date 2015 X8.498.10
FIAM Target Date 2015 P8.478.04
FIAM Target Date 2015 W8.478.04
FIAM Target Date 2015 Q8.418.03
FIAM Index Target Date 2015 Composite8.018.01
FIAM Target Date 2015 V8.477.98
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2011-20155 year gross return5 year net return
FIAM Target Date 2015 S7.146.86
FIAM Target Date 2015 R7.066.74
FIAM Target Date 2015 Y7.066.70
FIAM Target Date 2015 Composite7.066.69
FIAM Target Date 2015 Q7.056.68
FIAM Target Date 2015 X7.056.66
FIAM Target Date 2015 P7.066.64
FIAM Target Date 2015 W7.066.64
FIAM Target Date 2015 V7.096.60
FIAM Target Date 2015 U7.076.53
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2016-20201 year gross return1 year net return
FIAM Target Date 2020 Composite9.269.26
FIAM Target Date 2020 T9.269.00
FIAM Target Date 2020 R9.278.95
FIAM Target Date 2020 S9.238.95
FIAM Target Date 2020 Y9.268.89
FIAM Target Date 2020 Q9.278.89
FIAM Index Target Date 2020 Composite8.888.88
FIAM Target Date 2020 W9.278.84
FIAM Target Date 2020 X9.208.81
FIAM Index Target Date 2020 V8.888.77
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2016-20205 year gross return5 year net return
FIAM Target Date 2020 T7.567.30
FIAM Target Date 2020 S7.587.30
FIAM Target Date 2020 R7.577.25
FIAM Target Date 2020 Composite7.567.19
FIAM Target Date 2020 Y7.557.19
FIAM Target Date 2020 Q7.567.18
FIAM Target Date 2020 X7.567.17
FIAM Target Date 2020 W7.577.14
FIAM Target Date 2020 P7.567.13
FIAM Target Date 2020 V7.587.09
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2021-20251 year gross return1 year net return
State St Target Ret 2025 SL Cl I0.0010.15
State St Target Ret 2025 NL Cl A0.0010.13
FIAM Target Date 2025 Composite9.979.97
FIAM Target Date 2025 S10.049.75
FIAM Target Date 2025 R10.089.75
Voya Target Solution 2025 Trust10.239.69
FIAM Target Date 2025 T9.919.64
FIAM Target Date 2025 Q10.009.62
FIAM Target Date 2025 X10.019.62
FIAM Target Date 2025 Y9.999.62
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2021-20255 year gross return5 year net return
FIAM Target Date 2025 S8.358.07
FIAM Target Date 2025 T8.308.04
FIAM Target Date 2025 R8.338.00
FIAM Target Date 2025 Y8.317.94
FIAM Target Date 2025 Composite8.317.93
FIAM Target Date 2025 Q8.307.92
FIAM Target Date 2025 X8.307.91
FIAM Target Date 2025 P8.307.87
FIAM Target Date 2025 W8.307.87
FIAM Target Date 2025 V8.317.82
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2026-20301 year gross return1 year net return
FIAM Target Date 2030 Composite11.7811.78
FIAM Index Target Date 2030 Composite11.4911.49
FIAM Target Date 2030 T11.7211.45
FIAM Target Date 2030 R11.7511.42
FIAM Target Date 2030 S11.7011.42
State St Target Ret 2030 SL Cl I11.0111.37
FIAM Index Target Date 2030 V11.4711.36
FIAM Target Date 2030 X11.7611.36
State St Target Ret 2030 NL Cl A0.0011.36
FIAM Index Target Date 2030 U11.4911.33
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2026-20305 year gross return5 year net return
FIAM Target Date 2030 T9.248.97
FIAM Target Date 2030 S9.258.96
FIAM Target Date 2030 R9.258.92
FIAM Target Date 2030 Composite9.258.87
FIAM Target Date 2030 Y9.238.86
FIAM Target Date 2030 Q9.248.86
FIAM Target Date 2030 X9.228.82
FIAM Target Date 2030 P9.248.80
FIAM Target Date 2030 W9.248.80
FIAM Target Date 2030 V9.248.75
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2031-20351 year gross return1 year net return
FIAM Target Date 2035 Composite13.1113.11
FIAM Index Target Date 2035 Composite13.0913.09
FIAM Index Target Date 2035 V13.0812.97
FIAM Index Target Date 2035 U13.0912.92
FIAM Target Date 2035 R13.1412.80
FIAM Target Date 2035 Y13.1812.80
FIAM Target Date 2035 T13.0612.79
FIAM Target Date 2035 S13.0812.79
FIAM Target Date 2035 X13.1412.74
FIAM Target Date 2035 W13.1312.68
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2031-20355 year gross return5 year net return
FIAM Target Date 2035 T10.069.79
FIAM Target Date 2035 S10.079.78
FIAM Target Date 2035 R10.069.73
FIAM Target Date 2035 Y10.089.71
FIAM Target Date 2035 Composite10.079.69
FIAM Target Date 2035 Q10.079.68
FIAM Target Date 2035 X10.059.65
FIAM Target Date 2035 W10.089.64
FIAM Target Date 2035 P10.089.64
FIAM Target Date 2035 V10.069.56
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2036-20401 year gross return1 year net return
FIAM Index Target Date 2040 Composite13.2813.28
FIAM Target Date 2040 Composite13.2713.27
FIAM Index Target Date 2040 V13.2613.14
FIAM Index Target Date 2040 U13.2813.11
State St Target Ret 2040 SL Cl I0.0013.11
Manning & Napier RT 2040 CIT Class I13.8813.10
State St Target Ret 2040 NL Cl A0.0013.09
FIAM Target Date 2040 R13.3112.97
FIAM Target Date 2040 S13.2512.96
FIAM Target Date 2040 T13.2212.95
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2036-20405 year gross return5 year net return
FIAM Target Date 2040 T10.149.88
FIAM Target Date 2040 S10.159.87
FIAM Target Date 2040 R10.159.82
FIAM Target Date 2040 Composite10.159.77
FIAM Target Date 2040 Y10.159.77
FIAM Target Date 2040 Q10.149.76
FIAM Target Date 2040 X10.149.74
FIAM Target Date 2040 W10.159.71
FIAM Target Date 2040 P10.149.70
FIAM Target Date 2040 V10.159.65
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2041-20451 year gross return1 year net return
Manning & Napier RT 2045 CIT Class I15.7014.90
Manning & Napier RT 2045 CIT Class S15.7314.60
State St Target Ret 2045 SL Cl I0.0013.78
State St Target Ret 2045 NL Cl A0.0013.75
Voya Target Solution 2045 Trust13.9913.44
FIAM Target Date 2045 Composite13.2813.28
FIAM Index Target Date 2045 Composite13.2513.25
FIAM Index Target Date 2045 V13.3013.19
FIAM Index Target Date 2045 U13.2513.08
FIAM Target Date 2045 S13.3213.03
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2041-20455 year gross return5 year net return
FIAM Target Date 2045 T10.219.94
FIAM Target Date 2045 S10.229.93
FIAM Target Date 2045 R10.229.88
FIAM Target Date 2045 Composite10.229.84
FIAM Target Date 2045 X10.249.84
FIAM Target Date 2045 Q10.219.83
FIAM Target Date 2045 Y10.219.83
FIAM Target Date 2045 W10.239.79
FIAM Target Date 2045 P10.219.77
FIAM Target Date 2045 V10.219.72
Source: Morningstar Separate Account/CIT Fund Database

Retirement Income1 year gross return1 year net return
Voya Target Solution Income Trust6.375.85
State St Target Ret Income SL Cl I0.004.88
State St Target Ret Income NL Cl A0.004.87
Manning & Napier RT Income CIT Class I5.064.34
Manning & Napier Fi360 ETF Income CIT U4.604.24
Wellington Trust Target Retire Income4.474.11
Manning & Napier RT Income CIT Class S5.104.08
Source: Morningstar Separate Account/CIT Fund Database

Retirement Income5 year gross return5 year net return
Voya Target Solution Income Trust5.314.79
Manning & Napier Fi360 ETF Income CIT U4.494.14
State St Target Ret Income SL Cl I0.003.65
State St Target Ret Income NL Cl A0.003.64
Manning & Napier RT Income CIT Class I4.123.41
Manning & Napier RT Income CIT Class S4.133.11
Wellington Trust Target Retire Income3.412.97
Source: Morningstar Separate Account/CIT Fund Database
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