| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| BNY Mellon EB DO Large Cap Core | 45.19 | 45.56 |
| State St Nasdaq-100 Indxˆ® NL Cl A | 27.48 | 22.33 |
| State St Nasdaq-100 Indxˆ® NL Cl C | 27.46 | 22.27 |
| Blackrock Russ 1000 Alpha Tilts CF | 18.62 | 18.62 |
| Blackrock Alpha Tilts Fund CF | 18.41 | 18.41 |
| BNY Mellon EB DV Dynamic U.S. Equity | 17.86 | 17.39 |
| FIAM Quantitative Large Cap Core Pool | 16.60 | 15.80 |
| Blackrock Alpha Advantage 3000 | 14.67 | 14.67 |
| Amalgamated Bank LongView Quant. LC CF | 14.89 | 14.55 |
| Westwood Mgt Corp. Lg-Cap Eq (EB) CF | 15.07 | 14.48 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| State St Nasdaq-100 Indxˆ® NL Cl A | 20.01 | 19.93 |
| State St Nasdaq-100 Indxˆ® NL Cl C | 0.00 | 19.87 |
| BNY Mellon EB DO Large Cap Core | 18.12 | 17.33 |
| BNY Mellon EB DV Dynamic U.S. Equity | 16.60 | 16.15 |
| Blackrock Russ 1000 Alpha Tilts CF | 14.54 | 14.54 |
| Blackrock Alpha Tilts Fund CF | 14.48 | 14.48 |
| QMA US Core Equity Fund | 14.41 | 14.01 |
| Amalgamated Bank LongView Quant. LC CF | 14.19 | 13.85 |
| QMA US All Cap Core Equity Fund | 14.22 | 13.82 |
| Amalgamated Bank LongView LC Qtv VEBA Fd | 13.98 | 13.65 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Blackrock Russ 3000 Alpha Tilts CF | 17.75 | 17.75 |
| The Boston US Small-Mid Cap Opp Val EB | 15.21 | 14.18 |
| Blackrock US Eq Mkt Fund CF | 13.82 | 13.82 |
| State St Russell Sm/Mid Cpˆ® Indx SL Cl I | 9.73 | 13.55 |
| State St Russell Sm/Mid Cpˆ® Indx NL Cl A | 0.00 | 13.43 |
| Blackrock Extended Mkt Fund CF | 13.32 | 13.32 |
| BNY Mellon EB DL Mkt Completion | 13.19 | 13.15 |
| State St S&P MidCapˆ® Indx SL Cl I | 11.04 | 11.05 |
| Blackrock Mid Cap Eq Idx Fund CF | 11.05 | 11.05 |
| Amalgamated Bank LongView 400 Mid Idx CF | 11.06 | 11.01 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock Russ 3000 Alpha Tilts CF | 14.36 | 14.36 |
| Amalgamated Bank Longview Qnt Mid Cap CF | 14.12 | 13.51 |
| Blackrock US Eq Mkt Fund CF | 13.09 | 13.09 |
| QMA US Mid Cap Core Equity Fund | 13.68 | 13.06 |
| BNY Mellon EB DL Mid Cap Stk Index | 12.96 | 12.88 |
| BNY Mellon EB DL Mid Cap Stk Index UC2 | 12.92 | 12.83 |
| State St Russell Sm/Mid Cpˆ® Indx SL Cl I | 16.37 | 12.04 |
| State St S&P MidCapˆ® Indx SL Cl I | 0.00 | 12.02 |
| State St S&P MidCapˆ® Indx NL Cl A | 0.00 | 11.96 |
| RhumbLine S&P 400 Mid-Cap Pooled Index | 11.94 | 11.94 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Wellington CIF II Small Cap Opps | 18.35 | 17.49 |
| RAM Small-Cap Trust | 15.68 | 14.53 |
| Amalgamated Bank LongView 600 SC Idx CF | 12.72 | 12.67 |
| State St Russell Sm Capˆ® Indx SL Cl I | 4.14 | 12.06 |
| Rothschild U.S. Small-Cap Core CIT Fund | 12.66 | 11.82 |
| Blackrock Russell 2000 Index Fund A | 11.82 | 11.82 |
| State St Russell Sm Capˆ® Indx NL Cl S | 11.83 | 11.81 |
| BNY Mellon Small Cap Stock Idx Fnd Instl | 11.77 | 11.77 |
| Rothschild U.S. Small-Cap Core CIT Cl 1 | 12.69 | 11.74 |
| Rothschild U.S. Small/Mid-Cap Core Cl 2 | 12.57 | 11.73 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Small Cap Opps | 16.17 | 15.23 |
| Amalgamated Bank LongView 600 SC Idx CF | 13.52 | 13.47 |
| RhumbLine S&P 600 Sm-Cap Pooled Index | 13.25 | 13.25 |
| Rothschild U.S. Small/Mid-Cap Core Cl 2 | 13.60 | 12.75 |
| Rothschild U.S. Small/Mid-Cap Core Cl 1 | 0.00 | 12.64 |
| Victory Small Cap Value Collective Fund | 13.73 | 12.56 |
| Blackrock Russell 2000 Alpha Tilts Fd A | 12.34 | 12.34 |
| Voya Small Cap Core Trust | 12.89 | 12.06 |
| RAM Small-Cap Trust | 14.08 | 12.05 |
| State St US Sm Cap Enhanced SL Cl I | 0.00 | 12.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Wellington CIF II Growth S1 | 30.38 | 29.70 |
| CastleArk Large Cap Growth 1 | 27.05 | 26.42 |
| PGI CIT Blue Chip Equity Fund | 24.05 | 23.32 |
| UBS: US Equity Lrge Cap Select Growth CF | 25.58 | 23.08 |
| TCW Concentrated Core Fund, Class B | 23.74 | 22.94 |
| Alger Capital Appreciation Series CF R1 | 22.98 | 22.18 |
| American Century US Lg Cp Grwth Eq Tr 1 | 22.60 | 21.90 |
| BNY Mellon Large Cap Growth SIF UC1 | 21.68 | 21.64 |
| Alger Collective Trust Spectra Series R1 | 22.42 | 21.60 |
| Macquarie Large Cap Growth (CIT 60) | 22.13 | 21.34 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Growth S1 | 17.81 | 17.18 |
| State St Russell Lg Cap Grˆ® Indx SL Cl I | 0.00 | 15.54 |
| BlackRock Russell 1000ˆ® Growth R | 0.00 | 15.52 |
| State St Russell Lg Cap Grˆ® Indx NL Cl C | 0.00 | 15.48 |
| Blackrock Eq Gr Fund CF | 15.31 | 15.31 |
| Eaton Vance EB Large Cap Growth I | 15.73 | 15.01 |
| Voya Large Cap Growth Trust | 15.43 | 14.80 |
| Wellington CIF II Diversified Growth S1 | 15.19 | 14.55 |
| American Century US Lg Cp Grwth Eq Tr 1 | 15.18 | 14.53 |
| FIAM U.S. Total Market Equity CF | 14.77 | 14.20 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Macquarie SMID Cap Growth (CIT 80) | 27.60 | 26.63 |
| Wellington CIF II MdCap Opportunities S2 | 22.35 | 21.81 |
| WTC-CIF II Mid Cap Opportunities S3 | 22.35 | 21.67 |
| Wellington CIF II MdCap Opportunities S1 | 22.35 | 21.61 |
| Champlain Mid Cap Collective Fund 5 | 19.88 | 18.98 |
| Champlain Mid Cap Fund, LLC | 19.89 | 18.91 |
| Champlain Mid Cap Collective Fund | 19.89 | 18.81 |
| Voya Mid Cap Growth Trust | 18.16 | 17.35 |
| CastleArk Small Company Growth CIT | 18.08 | 17.28 |
| Artisan Mid Cap Growth Trust Tier 2 | 17.26 | 17.12 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 5 year gross return | 5 year net return |
|---|---|---|
| WTC-CIF II Mid Cap Opportunities S3 | 0.00 | 15.11 |
| Wellington CIF II MdCap Opportunities S2 | 15.51 | 14.97 |
| Macquarie SMID Cap Growth (CIT 80) | 15.73 | 14.85 |
| Wellington CIF II MdCap Opportunities S1 | 15.51 | 14.75 |
| Champlain Mid Cap Fund, LLC | 15.63 | 14.67 |
| PGI CIT Mid-Cap Equity Fund A | 13.68 | 13.68 |
| PGI CIT Mid-Cap Equity Fund | 14.14 | 13.46 |
| Voya Mid Cap Growth Trust | 13.15 | 12.37 |
| FIAM Small/Mid Cap Core Pool | 12.70 | 11.97 |
| BNY Mellon Market Completion Fund UC1 | 11.67 | 11.59 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| State St Russell Sm Capˆ® Gr Indx NL Cl A | 3.77 | 18.42 |
| State St Russell Sm Capˆ® Gr Indx NL Cl C | -1.45 | 18.37 |
| Frontegra Small Cap Core Fund | 17.55 | 16.81 |
| The Boston Small Cap Opp Val Eq Mgt CF | 14.70 | 13.57 |
| Wellington CIF II Small Cap 2000 S1 | 14.17 | 13.23 |
| FIAM Small Cap Core Class B | 12.02 | 11.33 |
| FIAM Small Cap Core Class O | 11.98 | 11.29 |
| FIAM Small Cap Core Class D | 11.97 | 11.20 |
| FIAM Small Cap Core Pool | 11.98 | 11.10 |
| Voya Small Cap Growth Trust | 11.86 | 10.98 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Small Cap 2000 S1 | 14.55 | 13.60 |
| Frontegra Small Cap Core Fund | 13.83 | 13.10 |
| State St Russell Sm Capˆ® Gr Indx NL Cl A | 0.00 | 12.83 |
| State St Russell Sm Capˆ® Gr Indx NL Cl C | 0.00 | 12.79 |
| Champlain Small Company Fund, LLC | 13.87 | 12.76 |
| The Boston Small Cap Opp Val Eq Mgt CF | 13.82 | 12.70 |
| FIAM Small Cap Core Class B | 13.03 | 12.34 |
| FIAM Small Company Pool | 13.23 | 12.34 |
| FIAM Small Cap Core Class O | 13.00 | 12.30 |
| FIAM Small Cap Core Class D | 12.99 | 12.21 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Invesco US Quantitative Core Trust | 19.00 | 14.46 |
| NBTC CIT - Value Equity Fund | 14.05 | 14.05 |
| Eaton Vance Large Cap Val CIT | 10.73 | 10.00 |
| QMA Value Equity CF | 10.38 | 9.84 |
| The Boston US Dynamic Large Cap Value CF | 10.37 | 9.77 |
| The Boston US Dynamic Large Cap Value EB | 10.16 | 9.61 |
| Macquarie Large Cap Value Trust (CIT 55) | 10.04 | 9.48 |
| Wellington CIF II Quality Value S1 | 9.73 | 9.13 |
| DePrince, Race & Zollo, Lg-Cap Val CIT | 8.70 | 8.05 |
| AB US Strategic Value - CIT V | 9.37 | 8.02 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| The Boston US Dynamic Large Cap Value CF | 13.08 | 12.37 |
| The Boston US Dynamic Large Cap Value EB | 13.01 | 12.32 |
| Beutel Goodman American Equity Fund | 12.96 | 12.29 |
| Macquarie Large Cap Value Trust (CIT 55) | 12.37 | 11.80 |
| Invesco US Quantitative Core Trust | 13.05 | 11.67 |
| AB US Strategic Value - CIT V | 12.79 | 11.39 |
| Eaton Vance Large Cap Val CIT | 12.11 | 11.38 |
| QMA Value Equity CF | 11.70 | 11.08 |
| Blackrock Russ 1000 Val Idx CF | 10.87 | 10.87 |
| State St Russell Lg Cp Valˆ® Indx SL Cl I | 0.00 | 10.84 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 1 year gross return | 1 year net return |
|---|---|---|
| WEDGE Mid Cap Value INSTL | 9.60 | 8.78 |
| WEDGE Mid Cap Value C | 8.10 | 8.10 |
| American Century US Mid Cap Value Eq Tr | 6.62 | 5.96 |
| Speece Thorson Value Fund | 2.99 | 2.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 5 year gross return | 5 year net return |
|---|---|---|
| American Century US Mid Cap Value Eq Tr | 13.29 | 12.59 |
| Speece Thorson Value Fund | 9.19 | 8.14 |
| WEDGE Mid Cap Value INSTL | 0.00 | 0.00 |
| WEDGE Mid Cap Value C | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| Brandywine Institutional Small Cap BIT | 13.69 | 12.57 |
| Brandywine Diversified Sm Cap Select BIT | 9.90 | 9.05 |
| Invesco US Quantitative Sm Value Trust | 0.00 | 8.04 |
| Brandywine Diversified Small Cap GT | 7.58 | 6.73 |
| Brandywine Diversified Small Cap BIT | 7.55 | 6.69 |
| American Century US Small Cap Val Eq Tr | 6.64 | 5.74 |
| State St Russell Sm Cpˆ® Val Indx NL Cl A | 8.04 | 5.25 |
| State St Russell Sm Cpˆ® Val Indx NL Cl C | -6.00 | 5.21 |
| PGI CIT SMID Cap Value Equity Fund | 5.62 | 4.82 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Brandywine Diversified Small Cap BIT | 13.13 | 12.24 |
| Brandywine Diversified Small Cap GT | 13.03 | 12.14 |
| Brandywine Diversified Sm Cap Select BIT | 12.86 | 11.98 |
| American Century US Small Cap Val Eq Tr | 12.45 | 11.50 |
| PGI CIT SMID Cap Value Equity Fund | 12.23 | 11.31 |
| Invesco US Quantitative Sm Value Trust | 0.00 | 10.98 |
| State St Russell Sm Cpˆ® Val Indx NL Cl A | 13.01 | 9.97 |
| State St Russell Sm Cpˆ® Val Indx NL Cl C | 0.00 | 9.92 |
| Brandywine Institutional Small Cap BIT | 8.63 | 7.56 |
Source: Morningstar Separate Account/CIT Fund Database
| Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| Invesco US REITs Trust | 0.00 | 0.48 |
| 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 Estate | 5 year gross return | 5 year net return |
|---|---|---|
| Invesco US REITs Trust | 0.00 | 6.47 |
| AEW Real Estate Securities Divers Trust | 6.73 | 6.07 |
| Blackrock US Real Estate Sec Idx | 5.95 | 5.95 |
| FIAM U.S. Real Estate Invest Tr CIT | 6.41 | 5.78 |
| BNY Mellon REIT Index Fund UC1 | 5.83 | 5.71 |
| Cohen & Steers U.S. Realty CIT Class A | 0.00 | 0.00 |
| American Century U.S. Real Estate Sec Tr | 0.00 | 0.00 |
| PIMCO RealEstatePLUS CIT I | 0.00 | 0.00 |
| BNY Mellon REIT Index Fund Instl | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Aggressive Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| American Century US Value Yield Eq Tr 2 | 6.41 | 6.01 |
| American Century US Value Yield Eq Tr 1 | 6.38 | 5.78 |
Source: Morningstar Separate Account/CIT Fund Database
| Aggressive Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| American Century US Value Yield Eq Tr 2 | 11.70 | 11.27 |
| American Century US Value Yield Eq Tr 1 | 11.70 | 11.07 |
Source: Morningstar Separate Account/CIT Fund Database
| Bank Loan | 1 year gross return | 1 year net return |
|---|---|---|
| Voya Senior Loan Trust | 4.42 | 4.09 |
| Shenkman Capital Mgt High Yld Bank Loan | 4.64 | 4.07 |
Source: Morningstar Separate Account/CIT Fund Database
| Bank Loan | 5 year gross return | 5 year net return |
|---|---|---|
| Voya Senior Loan Trust | 4.30 | 3.90 |
| Shenkman Capital Mgt High Yld Bank Loan | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| Brandywine Institutional Small Cap BIT | 13.69 | 12.57 |
| Brandywine Diversified Sm Cap Select BIT | 9.90 | 9.05 |
| Invesco US Quantitative Sm Value Trust | 0.00 | 8.04 |
| Brandywine Diversified Small Cap GT | 7.58 | 6.73 |
| Brandywine Diversified Small Cap BIT | 7.55 | 6.69 |
| American Century US Small Cap Val Eq Tr | 6.64 | 5.74 |
| State St Russell Sm Cpˆ® Val Indx NL Cl A | 8.04 | 5.25 |
| State St Russell Sm Cpˆ® Val Indx NL Cl C | -6.00 | 5.21 |
| PGI CIT SMID Cap Value Equity Fund | 5.62 | 4.82 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Brandywine Diversified Small Cap BIT | 13.13 | 12.24 |
| Brandywine Diversified Small Cap GT | 13.03 | 12.14 |
| Brandywine Diversified Sm Cap Select BIT | 12.86 | 11.98 |
| American Century US Small Cap Val Eq Tr | 12.45 | 11.50 |
| PGI CIT SMID Cap Value Equity Fund | 12.23 | 11.31 |
| Invesco US Quantitative Sm Value Trust | 0.00 | 10.98 |
| State St Russell Sm Cpˆ® Val Indx NL Cl A | 13.01 | 9.97 |
| State St Russell Sm Cpˆ® Val Indx NL Cl C | 0.00 | 9.92 |
| Brandywine Institutional Small Cap BIT | 8.63 | 7.56 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 1 year gross return | 1 year net return |
|---|---|---|
| WEDGE Mid Cap Value INSTL | 9.60 | 8.78 |
| WEDGE Mid Cap Value C | 8.10 | 8.10 |
| American Century US Mid Cap Value Eq Tr | 6.62 | 5.96 |
| Speece Thorson Value Fund | 2.99 | 2.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 5 year gross return | 5 year net return |
|---|---|---|
| American Century US Mid Cap Value Eq Tr | 13.29 | 12.59 |
| Speece Thorson Value Fund | 9.19 | 8.14 |
| WEDGE Mid Cap Value INSTL | 0.00 | 0.00 |
| WEDGE Mid Cap Value C | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Invesco US Quantitative Core Trust | 19.00 | 14.46 |
| NBTC CIT - Value Equity Fund | 14.05 | 14.05 |
| Eaton Vance Large Cap Val CIT | 10.73 | 10.00 |
| QMA Value Equity CF | 10.38 | 9.84 |
| The Boston US Dynamic Large Cap Value CF | 10.37 | 9.77 |
| The Boston US Dynamic Large Cap Value EB | 10.16 | 9.61 |
| Macquarie Large Cap Value Trust (CIT 55) | 10.04 | 9.48 |
| Wellington CIF II Quality Value S1 | 9.73 | 9.13 |
| DePrince, Race & Zollo, Lg-Cap Val CIT | 8.70 | 8.05 |
| AB US Strategic Value - CIT V | 9.37 | 8.02 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| The Boston US Dynamic Large Cap Value CF | 13.08 | 12.37 |
| The Boston US Dynamic Large Cap Value EB | 13.01 | 12.32 |
| Beutel Goodman American Equity Fund | 12.96 | 12.29 |
| Macquarie Large Cap Value Trust (CIT 55) | 12.37 | 11.80 |
| Invesco US Quantitative Core Trust | 13.05 | 11.67 |
| AB US Strategic Value - CIT V | 12.79 | 11.39 |
| Eaton Vance Large Cap Val CIT | 12.11 | 11.38 |
| QMA Value Equity CF | 11.70 | 11.08 |
| Blackrock Russ 1000 Val Idx CF | 10.87 | 10.87 |
| State St Russell Lg Cp Valˆ® Indx SL Cl I | 0.00 | 10.84 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| State St Russell Sm Capˆ® Gr Indx NL Cl A | 3.77 | 18.42 |
| State St Russell Sm Capˆ® Gr Indx NL Cl C | -1.45 | 18.37 |
| Frontegra Small Cap Core Fund | 17.55 | 16.81 |
| The Boston Small Cap Opp Val Eq Mgt CF | 14.70 | 13.57 |
| Wellington CIF II Small Cap 2000 S1 | 14.17 | 13.23 |
| FIAM Small Cap Core Class B | 12.02 | 11.33 |
| FIAM Small Cap Core Class O | 11.98 | 11.29 |
| FIAM Small Cap Core Class D | 11.97 | 11.20 |
| FIAM Small Cap Core Pool | 11.98 | 11.10 |
| Voya Small Cap Growth Trust | 11.86 | 10.98 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Small Cap 2000 S1 | 14.55 | 13.60 |
| Frontegra Small Cap Core Fund | 13.83 | 13.10 |
| State St Russell Sm Capˆ® Gr Indx NL Cl A | 0.00 | 12.83 |
| State St Russell Sm Capˆ® Gr Indx NL Cl C | 0.00 | 12.79 |
| Champlain Small Company Fund, LLC | 13.87 | 12.76 |
| The Boston Small Cap Opp Val Eq Mgt CF | 13.82 | 12.70 |
| FIAM Small Cap Core Class B | 13.03 | 12.34 |
| FIAM Small Company Pool | 13.23 | 12.34 |
| FIAM Small Cap Core Class O | 13.00 | 12.30 |
| FIAM Small Cap Core Class D | 12.99 | 12.21 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Macquarie SMID Cap Growth (CIT 80) | 27.60 | 26.63 |
| Wellington CIF II MdCap Opportunities S2 | 22.35 | 21.81 |
| WTC-CIF II Mid Cap Opportunities S3 | 22.35 | 21.67 |
| Wellington CIF II MdCap Opportunities S1 | 22.35 | 21.61 |
| Champlain Mid Cap Collective Fund 5 | 19.88 | 18.98 |
| Champlain Mid Cap Fund, LLC | 19.89 | 18.91 |
| Champlain Mid Cap Collective Fund | 19.89 | 18.81 |
| Voya Mid Cap Growth Trust | 18.16 | 17.35 |
| CastleArk Small Company Growth CIT | 18.08 | 17.28 |
| Artisan Mid Cap Growth Trust Tier 2 | 17.26 | 17.12 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 5 year gross return | 5 year net return |
|---|---|---|
| WTC-CIF II Mid Cap Opportunities S3 | 0.00 | 15.11 |
| Wellington CIF II MdCap Opportunities S2 | 15.51 | 14.97 |
| Macquarie SMID Cap Growth (CIT 80) | 15.73 | 14.85 |
| Wellington CIF II MdCap Opportunities S1 | 15.51 | 14.75 |
| Champlain Mid Cap Fund, LLC | 15.63 | 14.67 |
| PGI CIT Mid-Cap Equity Fund A | 13.68 | 13.68 |
| PGI CIT Mid-Cap Equity Fund | 14.14 | 13.46 |
| Voya Mid Cap Growth Trust | 13.15 | 12.37 |
| FIAM Small/Mid Cap Core Pool | 12.70 | 11.97 |
| BNY Mellon Market Completion Fund UC1 | 11.67 | 11.59 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Wellington CIF II Growth S1 | 30.38 | 29.70 |
| CastleArk Large Cap Growth 1 | 27.05 | 26.42 |
| PGI CIT Blue Chip Equity Fund | 24.05 | 23.32 |
| UBS: US Equity Lrge Cap Select Growth CF | 25.58 | 23.08 |
| TCW Concentrated Core Fund, Class B | 23.74 | 22.94 |
| Alger Capital Appreciation Series CF R1 | 22.98 | 22.18 |
| American Century US Lg Cp Grwth Eq Tr 1 | 22.60 | 21.90 |
| BNY Mellon Large Cap Growth SIF UC1 | 21.68 | 21.64 |
| Alger Collective Trust Spectra Series R1 | 22.42 | 21.60 |
| Macquarie Large Cap Growth (CIT 60) | 22.13 | 21.34 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Growth S1 | 17.81 | 17.18 |
| State St Russell Lg Cap Grˆ® Indx SL Cl I | 0.00 | 15.54 |
| BlackRock Russell 1000ˆ® Growth R | 0.00 | 15.52 |
| State St Russell Lg Cap Grˆ® Indx NL Cl C | 0.00 | 15.48 |
| Blackrock Eq Gr Fund CF | 15.31 | 15.31 |
| Eaton Vance EB Large Cap Growth I | 15.73 | 15.01 |
| Voya Large Cap Growth Trust | 15.43 | 14.80 |
| Wellington CIF II Diversified Growth S1 | 15.19 | 14.55 |
| American Century US Lg Cp Grwth Eq Tr 1 | 15.18 | 14.53 |
| FIAM U.S. Total Market Equity CF | 14.77 | 14.20 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Wellington CIF II Small Cap Opps | 18.35 | 17.49 |
| RAM Small-Cap Trust | 15.68 | 14.53 |
| Amalgamated Bank LongView 600 SC Idx CF | 12.72 | 12.67 |
| State St Russell Sm Capˆ® Indx SL Cl I | 4.14 | 12.06 |
| Rothschild U.S. Small-Cap Core CIT Fund | 12.66 | 11.82 |
| Blackrock Russell 2000 Index Fund A | 11.82 | 11.82 |
| State St Russell Sm Capˆ® Indx NL Cl S | 11.83 | 11.81 |
| BNY Mellon Small Cap Stock Idx Fnd Instl | 11.77 | 11.77 |
| Rothschild U.S. Small-Cap Core CIT Cl 1 | 12.69 | 11.74 |
| Rothschild U.S. Small/Mid-Cap Core Cl 2 | 12.57 | 11.73 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Small Cap Opps | 16.17 | 15.23 |
| Amalgamated Bank LongView 600 SC Idx CF | 13.52 | 13.47 |
| RhumbLine S&P 600 Sm-Cap Pooled Index | 13.25 | 13.25 |
| Rothschild U.S. Small/Mid-Cap Core Cl 2 | 13.60 | 12.75 |
| Rothschild U.S. Small/Mid-Cap Core Cl 1 | 0.00 | 12.64 |
| Victory Small Cap Value Collective Fund | 13.73 | 12.56 |
| Blackrock Russell 2000 Alpha Tilts Fd A | 12.34 | 12.34 |
| Voya Small Cap Core Trust | 12.89 | 12.06 |
| RAM Small-Cap Trust | 14.08 | 12.05 |
| State St US Sm Cap Enhanced SL Cl I | 0.00 | 12.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Blackrock Russ 3000 Alpha Tilts CF | 17.75 | 17.75 |
| The Boston US Small-Mid Cap Opp Val EB | 15.21 | 14.18 |
| Blackrock US Eq Mkt Fund CF | 13.82 | 13.82 |
| State St Russell Sm/Mid Cpˆ® Indx SL Cl I | 9.73 | 13.55 |
| State St Russell Sm/Mid Cpˆ® Indx NL Cl A | 0.00 | 13.43 |
| Blackrock Extended Mkt Fund CF | 13.32 | 13.32 |
| BNY Mellon EB DL Mkt Completion | 13.19 | 13.15 |
| State St S&P MidCapˆ® Indx SL Cl I | 11.04 | 11.05 |
| Blackrock Mid Cap Eq Idx Fund CF | 11.05 | 11.05 |
| Amalgamated Bank LongView 400 Mid Idx CF | 11.06 | 11.01 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock Russ 3000 Alpha Tilts CF | 14.36 | 14.36 |
| Amalgamated Bank Longview Qnt Mid Cap CF | 14.12 | 13.51 |
| Blackrock US Eq Mkt Fund CF | 13.09 | 13.09 |
| QMA US Mid Cap Core Equity Fund | 13.68 | 13.06 |
| BNY Mellon EB DL Mid Cap Stk Index | 12.96 | 12.88 |
| BNY Mellon EB DL Mid Cap Stk Index UC2 | 12.92 | 12.83 |
| State St Russell Sm/Mid Cpˆ® Indx SL Cl I | 16.37 | 12.04 |
| State St S&P MidCapˆ® Indx SL Cl I | 0.00 | 12.02 |
| State St S&P MidCapˆ® Indx NL Cl A | 0.00 | 11.96 |
| RhumbLine S&P 400 Mid-Cap Pooled Index | 11.94 | 11.94 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| BNY Mellon EB DO Large Cap Core | 45.19 | 45.56 |
| State St Nasdaq-100 Indxˆ® NL Cl A | 27.48 | 22.33 |
| State St Nasdaq-100 Indxˆ® NL Cl C | 27.46 | 22.27 |
| Blackrock Russ 1000 Alpha Tilts CF | 18.62 | 18.62 |
| Blackrock Alpha Tilts Fund CF | 18.41 | 18.41 |
| BNY Mellon EB DV Dynamic U.S. Equity | 17.86 | 17.39 |
| FIAM Quantitative Large Cap Core Pool | 16.60 | 15.80 |
| Blackrock Alpha Advantage 3000 | 14.67 | 14.67 |
| Amalgamated Bank LongView Quant. LC CF | 14.89 | 14.55 |
| Westwood Mgt Corp. Lg-Cap Eq (EB) CF | 15.07 | 14.48 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| State St Nasdaq-100 Indxˆ® NL Cl A | 20.01 | 19.93 |
| State St Nasdaq-100 Indxˆ® NL Cl C | 0.00 | 19.87 |
| BNY Mellon EB DO Large Cap Core | 18.12 | 17.33 |
| BNY Mellon EB DV Dynamic U.S. Equity | 16.60 | 16.15 |
| Blackrock Russ 1000 Alpha Tilts CF | 14.54 | 14.54 |
| Blackrock Alpha Tilts Fund CF | 14.48 | 14.48 |
| QMA US Core Equity Fund | 14.41 | 14.01 |
| Amalgamated Bank LongView Quant. LC CF | 14.19 | 13.85 |
| QMA US All Cap Core Equity Fund | 14.22 | 13.82 |
| Amalgamated Bank LongView LC Qtv VEBA Fd | 13.98 | 13.65 |
Source: Morningstar Separate Account/CIT Fund Database
| Long/Short Equity | 1 year gross return | 1 year net return |
|---|---|---|
| Blackrock Alpha Advantage 500 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long/Short Equity | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock Alpha Advantage 500 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| World Stock | 1 year gross return | 1 year net return |
|---|---|---|
| Artisan Global Equity Trust, Tier 2 | 28.70 | 28.51 |
| Artisan Global Equity Trust, Tier 1 | 28.63 | 27.54 |
| Hardman Johnston Glb Equity Group Trust | 26.59 | 25.83 |
| Artisan Global Opportunity Trust, Tier 2 | 23.86 | 23.76 |
| Artisan Global Opportunity Trust, Tier 3 | 23.87 | 22.95 |
| Artisan Global Opportunity Trust, Tier 1 | 23.86 | 22.81 |
| American Century Glbl Grwth Eq Tr Tier 2 | 21.42 | 20.72 |
| Manning & Napier Global Equity CIT CL Z | 19.43 | 19.43 |
| Fisher Investments All World Equity 3 | 18.09 | 18.09 |
| Wellington CIF II Global Equities | 16.57 | 16.62 |
Source: Morningstar Separate Account/CIT Fund Database
| World Stock | 5 year gross return | 5 year net return |
|---|---|---|
| Hardman Johnston Glb Equity Group Trust | 14.94 | 14.23 |
| Artisan Global Opportunity Trust, Tier 2 | 0.00 | 14.07 |
| Artisan Global Opportunity Trust, Tier 3 | 14.27 | 13.41 |
| Artisan Global Opportunity Trust, Tier 1 | 14.27 | 13.30 |
| Thornburg Global Equity Income Fund CIT | 12.49 | 11.76 |
| Wellington CIF Global Research Equity | 12.21 | 11.38 |
| American Century Glbl Grwth Eq Tr Tier 2 | 11.47 | 10.83 |
| Manning & Napier Global Equity CIT CL Z | 10.10 | 10.10 |
| Wellington CIF Unconstrained Themes | 11.15 | 10.09 |
| Brandywine Quant Global Value Eq BIT | 11.11 | 10.07 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Beutel Goodman International Equity Fund | 18.02 | 17.18 |
| LSV Asset Mgt Intl Lg Cap Val Eq Trust | 16.89 | 16.06 |
| Pictet International Equity Fund LLC | 15.41 | 14.45 |
| Templeton Intl Equity CIT CF | 13.89 | 13.37 |
| Macquarie Intl Value Equity (CIT 70) | 13.66 | 12.86 |
| LongView Intl. Value Eq Coll Fund | 13.35 | 12.51 |
| Mondrian All Countries World ex-US CIT | 12.33 | 12.02 |
| Mondrian International Equity CIT | 11.30 | 11.03 |
| Templeton International Equity CIT 1 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| LSV Asset Mgt Intl Lg Cap Val Eq Trust | 8.66 | 7.88 |
| Pictet International Equity Fund LLC | 8.35 | 7.44 |
| Macquarie Intl Value Equity (CIT 70) | 6.88 | 6.13 |
| LongView Intl. Value Eq Coll Fund | 6.89 | 6.05 |
| Templeton Intl Equity CIT CF | 5.98 | 5.39 |
| Beutel Goodman International Equity Fund | 5.17 | 4.39 |
| Mondrian All Countries World ex-US CIT | 0.00 | 0.00 |
| Mondrian International Equity CIT | 0.00 | 0.00 |
| Templeton International Equity CIT 1 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Gryphon International EAFE Growth Fd-CIT | 25.10 | 24.18 |
| EARNEST Partners Intl | 20.53 | 19.51 |
| Blackrock Intl Alpha Tilt CF | 18.40 | 18.40 |
| PGI CIT Diversified International Eq Fd | 18.85 | 17.97 |
| State St Gbl All Cp Eq ex-US Idx NL Cl A | 0.00 | 17.69 |
| The Boston International CF | 18.06 | 17.13 |
| State St Gbl Eq ex US Indx NL Cl A | 5.03 | 17.11 |
| State St Gbl Eq ex US Indx SL Cl I | 0.00 | 17.10 |
| Wellington CIF II Intl Opps | 16.82 | 16.95 |
| Invesco International Equity Trust | 17.53 | 16.76 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock Intl Alpha Tilt CF | 9.57 | 9.57 |
| Blackrock Curr Hedged EAFE Idx CF | 9.18 | 9.18 |
| Gryphon International EAFE Growth Fd-CIT | 8.78 | 7.98 |
| The Boston International CF | 8.65 | 7.78 |
| PGI CIT Diversified International Eq Fd | 8.54 | 7.74 |
| AQR International Equity World ex US | 8.22 | 7.52 |
| QMA International Core Equity Fund | 7.90 | 7.31 |
| BNY Mellon EB DL MVP Intl Stk Index | 7.13 | 7.07 |
| BNY Mellon EB DL Intl Stk Index | 7.10 | 7.00 |
| Invesco International Equity Trust | 8.79 | 6.93 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Hardman Johnston Intl Equity Group Trust | 24.65 | 24.06 |
| Capital Group Intl All Countries Eq DB | 23.52 | 22.67 |
| Capital Group Intl All Countries Eq DC-T | 23.52 | 22.67 |
| MFSˆ® Heritage International Growth 02 | 22.40 | 21.94 |
| Artisan International Growth Trust - T2 | 21.70 | 21.58 |
| William Blair International Growth CIT | 22.38 | 21.58 |
| Artisan International Growth Trust - T3 | 21.74 | 20.77 |
| Artisan International Growth Trust - T1 | 21.71 | 20.62 |
| Capital Group Int’l Equity DC Unit T | 20.44 | 19.62 |
| Capital Group Int'l Equity DB Fund | 20.41 | 19.58 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Hardman Johnston Intl Equity Group Trust | 10.08 | 9.35 |
| Capital Group Intl All Countries Eq DB | 8.50 | 7.72 |
| Capital Group Intl All Countries Eq DC-T | 8.43 | 7.68 |
| MFSˆ® Heritage International Growth 02 | 8.03 | 7.62 |
| Capital Group Int’l Equity DC Unit T | 8.23 | 7.48 |
| William Blair International Growth CIT | 8.17 | 7.34 |
| Capital Group Int'l Equity DB Fund | 8.03 | 7.25 |
| Artisan International Growth Trust - T2 | 0.00 | 7.08 |
| Fisher Investments All Foreign Equity | 7.81 | 6.95 |
| Fisher Investments Foreign Equity Cl 1 | 7.80 | 6.94 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Value | 1 year gross return | 1 year net return |
|---|---|---|
| Templeton International Smaller Co CF | 24.79 | 23.91 |
| Segall B & H Intl Sml Cap Founders | 19.26 | 18.25 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Value | 5 year gross return | 5 year net return |
|---|---|---|
| Templeton International Smaller Co CF | 9.81 | 9.04 |
| Segall B & H Intl Sml Cap Founders | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Rainier International Small Cap Equity | 36.46 | 35.57 |
| Rainier Small Cap International Equity L | 36.26 | 35.08 |
| Rainier Small Cap International Equity A | 36.19 | 34.77 |
| FIAM Concentrated Intl Small Cap CIT | 22.07 | 20.99 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Rainier International Small Cap Equity | 14.91 | 14.06 |
| FIAM Concentrated Intl Small Cap CIT | 11.30 | 10.31 |
| Rainier Small Cap International Equity L | 0.00 | 0.00 |
| Rainier Small Cap International Equity A | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Europe Stock | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Europe Growth Pool | 14.67 | 13.87 |
Source: Morningstar Separate Account/CIT Fund Database
| Europe Stock | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Europe Growth Pool | 6.52 | 5.79 |
Source: Morningstar Separate Account/CIT Fund Database
| Diversified Emerging Mkts | 1 year gross return | 1 year net return |
|---|---|---|
| William Emerging Markets Growth CIT | 33.53 | 33.24 |
| FIAM Select Emerging Markets Class A | 30.74 | 29.85 |
| State St Emg Mkts Indx NL Cl A | 0.00 | 25.49 |
| QMA Emerging Markets Core Equity Fund | 26.27 | 25.46 |
| Trilogy Emerging Markets Fund | 26.31 | 25.03 |
| Fisher Investments Emerging Markets Eq 3 | 24.64 | 24.64 |
| Blackrock MSCI Emg Mrkt Free Idx | 24.64 | 24.64 |
| LMCG Emerging Markets 2 | 25.65 | 24.58 |
| LMCG Emerging Markets Collective 1 | 25.44 | 24.50 |
| BNY Mellon Emerging Markets SIF UC1 | 24.63 | 24.46 |
Source: Morningstar Separate Account/CIT Fund Database
| Diversified Emerging Mkts | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Select Emerging Markets Class A | 8.83 | 8.07 |
| William Emerging Markets Growth CIT | 7.47 | 6.57 |
| State St Actv Emg Mkts NL Cl A | 0.00 | 5.15 |
| State St Emg Mkts Indx NL Cl A | 0.00 | 4.97 |
| The Boston Emerging Markets Equity CF | 6.00 | 4.88 |
| EARNEST Partners Emerging Markets Fund | 5.57 | 4.52 |
| LSV Asset Mgt Emg Mkts Val Eq Fund LP | 5.25 | 4.24 |
| QMA Emerging Markets Core Equity Fund | 4.69 | 4.02 |
| Parametric Emerging Markets Equity (CIT) | 4.54 | 3.94 |
| Templeton Intl Emg Mkt CF | 4.93 | 3.74 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| Blackrock Ex-US Real Estate Idx | 14.31 | 14.31 |
| PGI CIT Global Property Securities Fund | 10.91 | 10.14 |
| Voya Global Real Estate | 9.11 | 8.10 |
| Cohen & Steers Global Realty CIT | 8.37 | 7.56 |
| RREEF Global Real Estate Sec Cmgld Fund | 7.19 | 7.12 |
| RREEF Global Real Estate Sec CF-A | 6.37 | 6.37 |
| AEW Gl Property Secs Master Tr-DC Plan B | 5.35 | 4.90 |
| AEW Gl Property Secs Master Tr-DC Plan A | 5.20 | 4.71 |
| Invesco Global REITs Trust | 0.81 | 4.51 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Real Estate | 5 year gross return | 5 year net return |
|---|---|---|
| PGI CIT Global Property Securities Fund | 7.03 | 6.28 |
| RREEF Global Real Estate Sec Cmgld Fund | 5.81 | 5.79 |
| AEW Gl Property Secs Master Tr-DC Plan B | 0.00 | 5.26 |
| AEW Gl Property Secs Master Tr-DC Plan A | 5.68 | 5.19 |
| RREEF Global Real Estate Sec CF-A | 5.03 | 5.03 |
| Invesco Global REITs Trust | 7.23 | 4.17 |
| Voya Global Real Estate | 4.81 | 3.96 |
| Blackrock Ex-US Real Estate Idx | 0.00 | 0.00 |
| Cohen & Steers Global Realty CIT | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| World Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Brandywine International Fixed Inc BIT | 12.50 | 11.89 |
| Brandywine Global Fixed Income GT | 12.41 | 11.81 |
| Brandywine Global Fixed Income BGIMT | 12.01 | 11.51 |
| Brandywine Global Opportun Fxd BGIMT | 12.09 | 11.47 |
| Brandywine Global Fixed Income BIT | 12.08 | 11.46 |
| Brandywine Intl Opportunistic Fxd BIT | 12.04 | 11.43 |
| PIMCO Global Advantage Strategy CIT II | 4.59 | 4.00 |
| PIMCO Global Advantage Strategy III CIT | 4.60 | 3.86 |
| Franklin Templeton Global Bond Plus (CF) | 0.14 | -0.41 |
Source: Morningstar Separate Account/CIT Fund Database
| World Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Brandywine Global Opportun Fxd BGIMT | 3.52 | 2.96 |
| Brandywine Intl Opportunistic Fxd BIT | 3.12 | 2.55 |
| Brandywine Global Fixed Income BIT | 2.76 | 2.21 |
| Brandywine Global Fixed Income GT | 2.74 | 2.18 |
| Brandywine Global Fixed Income BGIMT | 2.54 | 2.08 |
| Brandywine International Fixed Inc BIT | 2.26 | 1.69 |
| Franklin Templeton Global Bond Plus (CF) | 2.16 | 1.65 |
| PIMCO Global Advantage Strategy CIT II | 1.43 | 0.85 |
| PIMCO Global Advantage Strategy III CIT | 1.44 | 0.73 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 1 year gross return | 1 year net return |
|---|---|---|
| DDJ Total Return Credit I Composite | 14.14 | 12.63 |
| Capital Group Global High Yield FI DB Fd | 6.98 | 6.24 |
| Shenkman Capital Four Pts Multi-Strat Fd | 6.31 | 5.44 |
| Loomis Sayles HYCSV CIT | 4.94 | 4.41 |
| Wellington CIF II High Yield Bond S1 | 4.76 | 4.32 |
| Fort Washington High Yield Fixed Inc CF | 4.21 | 4.21 |
| BNY Mellon EB DV High Yield Beta Fund | 4.21 | 3.95 |
| Eaton Vance EB High Yield I | 4.09 | 3.53 |
| FIAM High Yield Core Institutional CF | 3.85 | 3.33 |
| Shenkman Capital Mgt Primus HighYield CF | 4.04 | 3.24 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| DDJ Total Return Credit I Composite | 10.05 | 8.54 |
| Eaton Vance EB High Yield I | 5.79 | 5.26 |
| BNY Mellon EB DV High Yield Beta Fund | 5.26 | 5.00 |
| Wellington CIF II High Yield Bond S1 | 5.12 | 4.69 |
| FIAM High Yield Core Institutional CF | 4.89 | 4.37 |
| Fort Washington High Yield Fixed Inc CF | 4.25 | 4.17 |
| Capital Group Global High Yield FI DB Fd | 4.12 | 3.39 |
| Shenkman Capital Four Pts Multi-Strat Fd | 0.00 | 0.00 |
| Loomis Sayles HYCSV CIT | 0.00 | 0.00 |
| Shenkman Capital Mgt Primus HighYield CF | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| Diversified Ret Interm Govt/Credit Tr | 0.50 | 0.59 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 5 year gross return | 5 year net return |
|---|---|---|
| Diversified Ret Interm Govt/Credit Tr | 1.61 | 1.08 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Loomis Sayles CPFD CIT | 3.52 | 3.05 |
| Macquarie Diversified Income (CIT 40) | 3.25 | 2.86 |
| Macquarie Diversified Income (CIT 45) | 3.24 | 2.80 |
| Wellington CIF II Core Bond Plus | 2.61 | 2.61 |
| Wellington CIF II Core Bond Plus S1 | 2.61 | 2.28 |
| Invesco Core Plus Fixed Income Trust | 0.00 | 2.20 |
| FIAM Core Plus Class E | 2.33 | 2.03 |
| FIAM Core Plus Class K | 2.34 | 2.03 |
| FIAM Core Plus Class F | 2.27 | 2.02 |
| Voya Core Plus Trust | 2.31 | 2.01 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Loomis Sayles CPFD CIT | 3.60 | 3.14 |
| Invesco Core Plus Fixed Income Trust | 0.00 | 2.96 |
| FIAM Core Plus Class F | 3.08 | 2.82 |
| FIAM Core Plus Class E | 3.09 | 2.78 |
| FIAM Core Plus Class K | 3.07 | 2.77 |
| FIAM Core Plus Pool | 3.08 | 2.77 |
| Voya Core Plus Trust | 2.98 | 2.68 |
| Wellington CIF II Core Bond Plus | 2.66 | 2.53 |
| Wellington CIF II Core Bond S1 | 2.77 | 2.49 |
| Macquarie Diversified Income (CIT 45) | 2.62 | 2.18 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 1 year gross return | 1 year net return |
|---|---|---|
| Smith Breeden High Credit Qual Short Dur | 1.26 | 1.02 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 0.21 | 0.21 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 5 year gross return | 5 year net return |
|---|---|---|
| Smith Breeden High Credit Qual Short Dur | 1.20 | 0.83 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 0.69 | 0.69 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Fisher Investments U.S. Fixed Income 3 | 1.70 | 1.70 |
| Voya Short Duration High Quality Trust | 0.88 | 0.65 |
| FIAM Target Date Shrt Crdt Commingled Pl | 0.60 | 0.60 |
| FIAM Short Duration Pool | 0.60 | 0.40 |
| BNY Mellon 1-3 Yr Govt/Credit Id Fd UC1 | 0.19 | 0.10 |
| Amalgamated Ultra Construction Loan | -1.66 | -2.65 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Amalgamated Ultra Construction Loan | 5.89 | 4.84 |
| Voya Short Duration High Quality Trust | 1.27 | 1.02 |
| FIAM Short Duration Pool | 1.21 | 0.97 |
| BNY Mellon 1-3 Yr Govt/Credit Id Fd UC1 | 0.68 | 0.60 |
| Fisher Investments U.S. Fixed Income 3 | 0.00 | 0.00 |
| FIAM Target Date Shrt Crdt Commingled Pl | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Leveraged Loan Pool | 4.91 | 4.39 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Leveraged Loan Pool | 4.62 | 4.10 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Long U.S. Treasury STRIPS - Pool | 6.30 | 6.14 |
| Blackrock 20+ Treas Bond Idx CF | 4.06 | 4.06 |
| Blackrock Long Govt Bond Idx Fund CF | 3.73 | 3.73 |
| State St US Lg Gov Bnd Indx SL Cl I | -6.43 | 3.59 |
| BNY Mellon EB LT Govt Bond Index | 3.57 | 3.52 |
| FIAM Target Date L/T Trs IdxCommingledPl | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock 20+ Treas Bond Idx CF | 3.63 | 3.63 |
| State St US Lg Gov Bnd Indx SL Cl I | 0.00 | 3.31 |
| BNY Mellon EB LT Govt Bond Index | 3.31 | 3.25 |
| Blackrock Long Govt Bond Idx Fund CF | 2.40 | 2.40 |
| FIAM Long U.S. Treasury STRIPS - Pool | 0.00 | 0.00 |
| FIAM Target Date L/T Trs IdxCommingledPl | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| BNY Mellon EB LT Credit Bond Index | 6.31 | 6.25 |
| Blackrock Long Corp Bond Idx CF | 6.23 | 6.23 |
| FIAM Long Corporate Pool | 6.29 | 6.03 |
| FIAM Long Duration CIT | 5.14 | 4.88 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Long Corporate Pool | 4.99 | 4.73 |
| BNY Mellon EB LT Credit Bond Index | 4.77 | 4.71 |
| FIAM Long Duration CIT | 4.27 | 4.01 |
| Blackrock Long Corp Bond Idx CF | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Loomis Sayles MSFD CIT | 5.29 | 4.69 |
| Pioneer Multi-Sector F/I - T3 | 2.99 | 2.80 |
| Pioneer Multi-Sector F/I - T2 | 3.06 | 2.59 |
| Blackrock CoreActive Bond Fund | 1.66 | 1.66 |
| FIAM Broad Market Duration Pool | 1.63 | 1.37 |
| FIAM U.S. Bond Index | 1.08 | 1.02 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Pioneer Multi-Sector F/I - T3 | 3.33 | 3.15 |
| Pioneer Multi-Sector F/I - T2 | 0.00 | 2.88 |
| FIAM Broad Market Duration Pool | 2.52 | 2.27 |
| Blackrock CoreActive Bond Fund | 2.19 | 2.19 |
| FIAM U.S. Bond Index | 1.82 | 1.71 |
| Loomis Sayles MSFD CIT | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 1 year gross return | 1 year net return |
|---|---|---|
| DDJ Total Return Credit I Composite | 14.14 | 12.63 |
| Capital Group Global High Yield FI DB Fd | 6.98 | 6.24 |
| Shenkman Capital Four Pts Multi-Strat Fd | 6.31 | 5.44 |
| Loomis Sayles HYCSV CIT | 4.94 | 4.41 |
| Wellington CIF II High Yield Bond S1 | 4.76 | 4.32 |
| Fort Washington High Yield Fixed Inc CF | 4.21 | 4.21 |
| BNY Mellon EB DV High Yield Beta Fund | 4.21 | 3.95 |
| Eaton Vance EB High Yield I | 4.09 | 3.53 |
| FIAM High Yield Core Institutional CF | 3.85 | 3.33 |
| Shenkman Capital Mgt Primus HighYield CF | 4.04 | 3.24 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| DDJ Total Return Credit I Composite | 10.05 | 8.54 |
| Eaton Vance EB High Yield I | 5.79 | 5.26 |
| BNY Mellon EB DV High Yield Beta Fund | 5.26 | 5.00 |
| Wellington CIF II High Yield Bond S1 | 5.12 | 4.69 |
| FIAM High Yield Core Institutional CF | 4.89 | 4.37 |
| Fort Washington High Yield Fixed Inc CF | 4.25 | 4.17 |
| Capital Group Global High Yield FI DB Fd | 4.12 | 3.39 |
| Shenkman Capital Four Pts Multi-Strat Fd | 0.00 | 0.00 |
| Loomis Sayles HYCSV CIT | 0.00 | 0.00 |
| Shenkman Capital Mgt Primus HighYield CF | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| Diversified Ret Interm Govt/Credit Tr | 0.50 | 0.59 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 5 year gross return | 5 year net return |
|---|---|---|
| Diversified Ret Interm Govt/Credit Tr | 1.61 | 1.08 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Loomis Sayles CPFD CIT | 3.52 | 3.05 |
| Macquarie Diversified Income (CIT 40) | 3.25 | 2.86 |
| Macquarie Diversified Income (CIT 45) | 3.24 | 2.80 |
| Wellington CIF II Core Bond Plus | 2.61 | 2.61 |
| Wellington CIF II Core Bond Plus S1 | 2.61 | 2.28 |
| Invesco Core Plus Fixed Income Trust | 0.00 | 2.20 |
| FIAM Core Plus Class E | 2.33 | 2.03 |
| FIAM Core Plus Class K | 2.34 | 2.03 |
| FIAM Core Plus Class F | 2.27 | 2.02 |
| Voya Core Plus Trust | 2.31 | 2.01 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Loomis Sayles CPFD CIT | 3.60 | 3.14 |
| Invesco Core Plus Fixed Income Trust | 0.00 | 2.96 |
| FIAM Core Plus Class F | 3.08 | 2.82 |
| FIAM Core Plus Class E | 3.09 | 2.78 |
| FIAM Core Plus Class K | 3.07 | 2.77 |
| FIAM Core Plus Pool | 3.08 | 2.77 |
| Voya Core Plus Trust | 2.98 | 2.68 |
| Wellington CIF II Core Bond Plus | 2.66 | 2.53 |
| Wellington CIF II Core Bond S1 | 2.77 | 2.49 |
| Macquarie Diversified Income (CIT 45) | 2.62 | 2.18 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 1 year gross return | 1 year net return |
|---|---|---|
| Smith Breeden High Credit Qual Short Dur | 1.26 | 1.02 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 0.21 | 0.21 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 5 year gross return | 5 year net return |
|---|---|---|
| Smith Breeden High Credit Qual Short Dur | 1.20 | 0.83 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 0.69 | 0.69 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Fisher Investments U.S. Fixed Income 3 | 1.70 | 1.70 |
| Voya Short Duration High Quality Trust | 0.88 | 0.65 |
| FIAM Target Date Shrt Crdt Commingled Pl | 0.60 | 0.60 |
| FIAM Short Duration Pool | 0.60 | 0.40 |
| BNY Mellon 1-3 Yr Govt/Credit Id Fd UC1 | 0.19 | 0.10 |
| Amalgamated Ultra Construction Loan | -1.66 | -2.65 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Amalgamated Ultra Construction Loan | 5.89 | 4.84 |
| Voya Short Duration High Quality Trust | 1.27 | 1.02 |
| FIAM Short Duration Pool | 1.21 | 0.97 |
| BNY Mellon 1-3 Yr Govt/Credit Id Fd UC1 | 0.68 | 0.60 |
| Fisher Investments U.S. Fixed Income 3 | 0.00 | 0.00 |
| FIAM Target Date Shrt Crdt Commingled Pl | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Leveraged Loan Pool | 4.91 | 4.39 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Leveraged Loan Pool | 4.62 | 4.10 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Long U.S. Treasury STRIPS - Pool | 6.30 | 6.14 |
| Blackrock 20+ Treas Bond Idx CF | 4.06 | 4.06 |
| Blackrock Long Govt Bond Idx Fund CF | 3.73 | 3.73 |
| State St US Lg Gov Bnd Indx SL Cl I | -6.43 | 3.59 |
| BNY Mellon EB LT Govt Bond Index | 3.57 | 3.52 |
| FIAM Target Date L/T Trs IdxCommingledPl | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock 20+ Treas Bond Idx CF | 3.63 | 3.63 |
| State St US Lg Gov Bnd Indx SL Cl I | 0.00 | 3.31 |
| BNY Mellon EB LT Govt Bond Index | 3.31 | 3.25 |
| Blackrock Long Govt Bond Idx Fund CF | 2.40 | 2.40 |
| FIAM Long U.S. Treasury STRIPS - Pool | 0.00 | 0.00 |
| FIAM Target Date L/T Trs IdxCommingledPl | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| BNY Mellon EB LT Credit Bond Index | 6.31 | 6.25 |
| Blackrock Long Corp Bond Idx CF | 6.23 | 6.23 |
| FIAM Long Corporate Pool | 6.29 | 6.03 |
| FIAM Long Duration CIT | 5.14 | 4.88 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Long Corporate Pool | 4.99 | 4.73 |
| BNY Mellon EB LT Credit Bond Index | 4.77 | 4.71 |
| FIAM Long Duration CIT | 4.27 | 4.01 |
| Blackrock Long Corp Bond Idx CF | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Loomis Sayles MSFD CIT | 5.29 | 4.69 |
| Pioneer Multi-Sector F/I - T3 | 2.99 | 2.80 |
| Pioneer Multi-Sector F/I - T2 | 3.06 | 2.59 |
| Blackrock CoreActive Bond Fund | 1.66 | 1.66 |
| FIAM Broad Market Duration Pool | 1.63 | 1.37 |
| FIAM U.S. Bond Index | 1.08 | 1.02 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Pioneer Multi-Sector F/I - T3 | 3.33 | 3.15 |
| Pioneer Multi-Sector F/I - T2 | 0.00 | 2.88 |
| FIAM Broad Market Duration Pool | 2.52 | 2.27 |
| Blackrock CoreActive Bond Fund | 2.19 | 2.19 |
| FIAM U.S. Bond Index | 1.82 | 1.71 |
| Loomis Sayles MSFD CIT | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Inflation-Protected Bond | 1 year gross return | 1 year net return |
|---|---|---|
| PIMCO Real Return Strategy Fund | 1.63 | 1.12 |
| PIMCO Real Return Collective Trust II | 1.55 | 1.10 |
| U.S. Treasury Inflation Prot Sec Fund F | 1.10 | 1.10 |
| State St US Infl Protct Bnd Indx NL Cl A | 3.00 | 0.93 |
| Wellington CIF II TIPS S1 | 0.79 | 0.63 |
| FIAM Inter Infla-Pro Bond Index - Pool | 0.32 | 0.25 |
Source: Morningstar Separate Account/CIT Fund Database
| Inflation-Protected Bond | 5 year gross return | 5 year net return |
|---|---|---|
| U.S. Treasury Inflation Prot Sec Fund F | 0.16 | 0.16 |
| State St US Infl Protct Bnd Indx NL Cl A | 0.00 | 0.02 |
| Wellington CIF II TIPS S1 | 0.14 | -0.06 |
| FIAM Inter Infla-Pro Bond Index - Pool | -0.10 | -0.19 |
| PIMCO Real Return Strategy Fund | 0.24 | -0.26 |
| PIMCO Real Return Collective Trust II | -0.05 | -0.49 |
Source: Morningstar Separate Account/CIT Fund Database
| Stable Value | 1 year gross return | 1 year net return |
|---|---|---|
| Putnam Stable Value Fund: Gross | 2.27 | 2.23 |
| IBEW NECA Stable Value Tr Bas Category | 2.08 | 2.15 |
| Putnam Stable Value Fund: 15bps | 2.27 | 2.12 |
| Putnam Stable Value Fund: 20bps | 2.27 | 2.07 |
| Galliard Managed Income Fund | 2.36 | 2.05 |
| Putnam Stable Value Fund: 25bps | 2.27 | 2.01 |
| Invesco Stable Value Retirement Fund CL1 | 1.92 | 2.00 |
| Putnam Stable Value Fund: 30bps | 2.27 | 1.96 |
| Invesco Stable Asset ADPZ | 1.64 | 1.96 |
| Invesco Stable Value Retirement Fund CL2 | 1.91 | 1.95 |
Source: Morningstar Separate Account/CIT Fund Database
| Stable Value | 5 year gross return | 5 year net return |
|---|---|---|
| Putnam Stable Value Fund: Gross | 2.04 | 2.02 |
| Galliard Managed Income Fund | 2.33 | 2.02 |
| IBEW NECA Stable Value Tr Bas Category | 2.03 | 1.93 |
| Putnam Stable Value Fund: 15bps | 2.04 | 1.89 |
| Putnam Stable Value Fund: 20bps | 2.04 | 1.84 |
| Putnam Stable Value Fund: 25bps | 2.04 | 1.78 |
| Putnam Stable Value Fund: 30bps | 2.04 | 1.73 |
| Putnam Stable Value Fund: 35bps | 2.04 | 1.68 |
| IBEW NECA Stable Value Trust Premier Cl | 2.02 | 1.68 |
| Invesco Stable Value Retirement Fund CL1 | 1.66 | 1.62 |
Source: Morningstar Separate Account/CIT Fund Database
| Convertibles | 1 year gross return | 1 year net return |
|---|---|---|
| Shenkman Capital Mgt Gamma Convert Fund | 7.82 | 6.96 |
Source: Morningstar Separate Account/CIT Fund Database
| Convertibles | 5 year gross return | 5 year net return |
|---|---|---|
| Shenkman Capital Mgt Gamma Convert Fund | 5.80 | 4.94 |
Source: Morningstar Separate Account/CIT Fund Database
| Emerging Markets Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Capital Group EM Debt (Broad) DB Fund | 9.55 | 8.90 |
| Capital Group EM Debt (Broad) DC Unit T | 9.45 | 8.80 |
| FIAM Emerging Market Debt Pool | 5.64 | 4.96 |
| TCW Emerging Markets Fixed Income Cl D | 5.67 | 4.84 |
Source: Morningstar Separate Account/CIT Fund Database
| Emerging Markets Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Emerging Market Debt Pool | 5.44 | 4.76 |
| TCW Emerging Markets Fixed Income Cl D | 3.98 | 3.16 |
| Capital Group EM Debt (Broad) DB Fund | 2.31 | 1.69 |
| Capital Group EM Debt (Broad) DC Unit T | 2.21 | 1.60 |
Source: Morningstar Separate Account/CIT Fund Database
| World Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| Wellington Opportunistic Investment | 11.55 | 10.36 |
| Wellington CIF II Divers Inflation Hg S1 | 8.18 | 7.19 |
| Invesco Balanced Risk Allocation Trust | 0.00 | 6.27 |
| Invesco Balanced Risk Allocation Trust I | 4.72 | 6.07 |
| Capital Group Absolute Income Grower DB | 6.72 | 5.98 |
| State St Real Asset NL Cl A | 0.00 | 4.53 |
| State St Real Asset NL Cl C | 11.74 | 4.35 |
| PIMCO Diversified Real Asset CIT | 1.12 | 0.59 |
Source: Morningstar Separate Account/CIT Fund Database
| World Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington Opportunistic Investment | 7.42 | 6.30 |
| Capital Group Absolute Income Grower DB | 5.90 | 5.16 |
| Invesco Balanced Risk Allocation Trust | 0.00 | 4.59 |
| State St Real Asset NL Cl A | 0.00 | -0.29 |
| State St Real Asset NL Cl C | 0.00 | -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 I | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Conservative Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| Manning & Napier Pro-Mix Modrte Term S | 6.75 | 5.79 |
| Wellington CIF II Balanced Real Asset S1 | 6.11 | 5.56 |
| Manning & Napier Pro-Mix Consrv Term S | 5.09 | 4.20 |
Source: Morningstar Separate Account/CIT Fund Database
| Conservative Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Manning & Napier Pro-Mix Modrte Term S | 5.11 | 4.17 |
| Manning & Napier Pro-Mix Consrv Term S | 4.13 | 3.25 |
| Wellington CIF II Balanced Real Asset S1 | -1.11 | -1.71 |
Source: Morningstar Separate Account/CIT Fund Database
| Moderate Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| Pioneer U.S. Balanced Trust - T2 | 10.71 | 10.18 |
| Manning & Napier Pro-Mix Extend Term S | 8.69 | 7.71 |
Source: Morningstar Separate Account/CIT Fund Database
| Moderate Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Manning & Napier Pro-Mix Extend Term S | 6.34 | 5.38 |
| Pioneer U.S. Balanced Trust - T2 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2000-2010 | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Target Date 2010 Composite | 7.28 | 7.28 |
| FIAM Target Date 2010 S | 7.36 | 7.08 |
| FIAM Target Date 2010 R | 7.33 | 7.01 |
| FIAM Target Date 2010 T | 7.26 | 7.01 |
| FIAM Target Date 2010 Y | 7.31 | 6.95 |
| FIAM Target Date 2010 X | 7.34 | 6.95 |
| FIAM Target Date 2010 Q | 7.32 | 6.95 |
| FIAM Target Date 2010 W | 7.31 | 6.88 |
| FIAM Target Date 2010 P | 7.31 | 6.88 |
| FIAM Index Target Date 2010 Composite | 6.84 | 6.84 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2000-2010 | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Target Date 2010 S | 6.44 | 6.16 |
| FIAM Target Date 2010 T | 6.41 | 6.16 |
| FIAM Target Date 2010 R | 6.43 | 6.11 |
| FIAM Target Date 2010 Y | 6.43 | 6.06 |
| FIAM Target Date 2010 Composite | 6.42 | 6.05 |
| FIAM Target Date 2010 Q | 6.41 | 6.03 |
| FIAM Target Date 2010 X | 6.41 | 6.02 |
| FIAM Target Date 2010 P | 6.42 | 5.99 |
| FIAM Target Date 2010 W | 6.36 | 5.94 |
| FIAM Target Date 2010 V | 6.41 | 5.93 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2011-2015 | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Target Date 2015 Composite | 8.42 | 8.42 |
| FIAM Target Date 2015 S | 8.44 | 8.16 |
| FIAM Target Date 2015 Y | 8.47 | 8.11 |
| FIAM Target Date 2015 R | 8.42 | 8.10 |
| FIAM Target Date 2015 X | 8.49 | 8.10 |
| FIAM Target Date 2015 P | 8.47 | 8.04 |
| FIAM Target Date 2015 W | 8.47 | 8.04 |
| FIAM Target Date 2015 Q | 8.41 | 8.03 |
| FIAM Index Target Date 2015 Composite | 8.01 | 8.01 |
| FIAM Target Date 2015 V | 8.47 | 7.98 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2011-2015 | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Target Date 2015 S | 7.14 | 6.86 |
| FIAM Target Date 2015 R | 7.06 | 6.74 |
| FIAM Target Date 2015 Y | 7.06 | 6.70 |
| FIAM Target Date 2015 Composite | 7.06 | 6.69 |
| FIAM Target Date 2015 Q | 7.05 | 6.68 |
| FIAM Target Date 2015 X | 7.05 | 6.66 |
| FIAM Target Date 2015 P | 7.06 | 6.64 |
| FIAM Target Date 2015 W | 7.06 | 6.64 |
| FIAM Target Date 2015 V | 7.09 | 6.60 |
| FIAM Target Date 2015 U | 7.07 | 6.53 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2016-2020 | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Target Date 2020 Composite | 9.26 | 9.26 |
| FIAM Target Date 2020 T | 9.26 | 9.00 |
| FIAM Target Date 2020 R | 9.27 | 8.95 |
| FIAM Target Date 2020 S | 9.23 | 8.95 |
| FIAM Target Date 2020 Y | 9.26 | 8.89 |
| FIAM Target Date 2020 Q | 9.27 | 8.89 |
| FIAM Index Target Date 2020 Composite | 8.88 | 8.88 |
| FIAM Target Date 2020 W | 9.27 | 8.84 |
| FIAM Target Date 2020 X | 9.20 | 8.81 |
| FIAM Index Target Date 2020 V | 8.88 | 8.77 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2016-2020 | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Target Date 2020 T | 7.56 | 7.30 |
| FIAM Target Date 2020 S | 7.58 | 7.30 |
| FIAM Target Date 2020 R | 7.57 | 7.25 |
| FIAM Target Date 2020 Composite | 7.56 | 7.19 |
| FIAM Target Date 2020 Y | 7.55 | 7.19 |
| FIAM Target Date 2020 Q | 7.56 | 7.18 |
| FIAM Target Date 2020 X | 7.56 | 7.17 |
| FIAM Target Date 2020 W | 7.57 | 7.14 |
| FIAM Target Date 2020 P | 7.56 | 7.13 |
| FIAM Target Date 2020 V | 7.58 | 7.09 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2021-2025 | 1 year gross return | 1 year net return |
|---|---|---|
| State St Target Ret 2025 SL Cl I | 0.00 | 10.15 |
| State St Target Ret 2025 NL Cl A | 0.00 | 10.13 |
| FIAM Target Date 2025 Composite | 9.97 | 9.97 |
| FIAM Target Date 2025 S | 10.04 | 9.75 |
| FIAM Target Date 2025 R | 10.08 | 9.75 |
| Voya Target Solution 2025 Trust | 10.23 | 9.69 |
| FIAM Target Date 2025 T | 9.91 | 9.64 |
| FIAM Target Date 2025 Q | 10.00 | 9.62 |
| FIAM Target Date 2025 X | 10.01 | 9.62 |
| FIAM Target Date 2025 Y | 9.99 | 9.62 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2021-2025 | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Target Date 2025 S | 8.35 | 8.07 |
| FIAM Target Date 2025 T | 8.30 | 8.04 |
| FIAM Target Date 2025 R | 8.33 | 8.00 |
| FIAM Target Date 2025 Y | 8.31 | 7.94 |
| FIAM Target Date 2025 Composite | 8.31 | 7.93 |
| FIAM Target Date 2025 Q | 8.30 | 7.92 |
| FIAM Target Date 2025 X | 8.30 | 7.91 |
| FIAM Target Date 2025 P | 8.30 | 7.87 |
| FIAM Target Date 2025 W | 8.30 | 7.87 |
| FIAM Target Date 2025 V | 8.31 | 7.82 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2026-2030 | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Target Date 2030 Composite | 11.78 | 11.78 |
| FIAM Index Target Date 2030 Composite | 11.49 | 11.49 |
| FIAM Target Date 2030 T | 11.72 | 11.45 |
| FIAM Target Date 2030 R | 11.75 | 11.42 |
| FIAM Target Date 2030 S | 11.70 | 11.42 |
| State St Target Ret 2030 SL Cl I | 11.01 | 11.37 |
| FIAM Index Target Date 2030 V | 11.47 | 11.36 |
| FIAM Target Date 2030 X | 11.76 | 11.36 |
| State St Target Ret 2030 NL Cl A | 0.00 | 11.36 |
| FIAM Index Target Date 2030 U | 11.49 | 11.33 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2026-2030 | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Target Date 2030 T | 9.24 | 8.97 |
| FIAM Target Date 2030 S | 9.25 | 8.96 |
| FIAM Target Date 2030 R | 9.25 | 8.92 |
| FIAM Target Date 2030 Composite | 9.25 | 8.87 |
| FIAM Target Date 2030 Y | 9.23 | 8.86 |
| FIAM Target Date 2030 Q | 9.24 | 8.86 |
| FIAM Target Date 2030 X | 9.22 | 8.82 |
| FIAM Target Date 2030 P | 9.24 | 8.80 |
| FIAM Target Date 2030 W | 9.24 | 8.80 |
| FIAM Target Date 2030 V | 9.24 | 8.75 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2031-2035 | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Target Date 2035 Composite | 13.11 | 13.11 |
| FIAM Index Target Date 2035 Composite | 13.09 | 13.09 |
| FIAM Index Target Date 2035 V | 13.08 | 12.97 |
| FIAM Index Target Date 2035 U | 13.09 | 12.92 |
| FIAM Target Date 2035 R | 13.14 | 12.80 |
| FIAM Target Date 2035 Y | 13.18 | 12.80 |
| FIAM Target Date 2035 T | 13.06 | 12.79 |
| FIAM Target Date 2035 S | 13.08 | 12.79 |
| FIAM Target Date 2035 X | 13.14 | 12.74 |
| FIAM Target Date 2035 W | 13.13 | 12.68 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2031-2035 | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Target Date 2035 T | 10.06 | 9.79 |
| FIAM Target Date 2035 S | 10.07 | 9.78 |
| FIAM Target Date 2035 R | 10.06 | 9.73 |
| FIAM Target Date 2035 Y | 10.08 | 9.71 |
| FIAM Target Date 2035 Composite | 10.07 | 9.69 |
| FIAM Target Date 2035 Q | 10.07 | 9.68 |
| FIAM Target Date 2035 X | 10.05 | 9.65 |
| FIAM Target Date 2035 W | 10.08 | 9.64 |
| FIAM Target Date 2035 P | 10.08 | 9.64 |
| FIAM Target Date 2035 V | 10.06 | 9.56 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2036-2040 | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Index Target Date 2040 Composite | 13.28 | 13.28 |
| FIAM Target Date 2040 Composite | 13.27 | 13.27 |
| FIAM Index Target Date 2040 V | 13.26 | 13.14 |
| FIAM Index Target Date 2040 U | 13.28 | 13.11 |
| State St Target Ret 2040 SL Cl I | 0.00 | 13.11 |
| Manning & Napier RT 2040 CIT Class I | 13.88 | 13.10 |
| State St Target Ret 2040 NL Cl A | 0.00 | 13.09 |
| FIAM Target Date 2040 R | 13.31 | 12.97 |
| FIAM Target Date 2040 S | 13.25 | 12.96 |
| FIAM Target Date 2040 T | 13.22 | 12.95 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2036-2040 | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Target Date 2040 T | 10.14 | 9.88 |
| FIAM Target Date 2040 S | 10.15 | 9.87 |
| FIAM Target Date 2040 R | 10.15 | 9.82 |
| FIAM Target Date 2040 Composite | 10.15 | 9.77 |
| FIAM Target Date 2040 Y | 10.15 | 9.77 |
| FIAM Target Date 2040 Q | 10.14 | 9.76 |
| FIAM Target Date 2040 X | 10.14 | 9.74 |
| FIAM Target Date 2040 W | 10.15 | 9.71 |
| FIAM Target Date 2040 P | 10.14 | 9.70 |
| FIAM Target Date 2040 V | 10.15 | 9.65 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2041-2045 | 1 year gross return | 1 year net return |
|---|---|---|
| Manning & Napier RT 2045 CIT Class I | 15.70 | 14.90 |
| Manning & Napier RT 2045 CIT Class S | 15.73 | 14.60 |
| State St Target Ret 2045 SL Cl I | 0.00 | 13.78 |
| State St Target Ret 2045 NL Cl A | 0.00 | 13.75 |
| Voya Target Solution 2045 Trust | 13.99 | 13.44 |
| FIAM Target Date 2045 Composite | 13.28 | 13.28 |
| FIAM Index Target Date 2045 Composite | 13.25 | 13.25 |
| FIAM Index Target Date 2045 V | 13.30 | 13.19 |
| FIAM Index Target Date 2045 U | 13.25 | 13.08 |
| FIAM Target Date 2045 S | 13.32 | 13.03 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2041-2045 | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Target Date 2045 T | 10.21 | 9.94 |
| FIAM Target Date 2045 S | 10.22 | 9.93 |
| FIAM Target Date 2045 R | 10.22 | 9.88 |
| FIAM Target Date 2045 Composite | 10.22 | 9.84 |
| FIAM Target Date 2045 X | 10.24 | 9.84 |
| FIAM Target Date 2045 Q | 10.21 | 9.83 |
| FIAM Target Date 2045 Y | 10.21 | 9.83 |
| FIAM Target Date 2045 W | 10.23 | 9.79 |
| FIAM Target Date 2045 P | 10.21 | 9.77 |
| FIAM Target Date 2045 V | 10.21 | 9.72 |
Source: Morningstar Separate Account/CIT Fund Database
| Retirement Income | 1 year gross return | 1 year net return |
|---|---|---|
| Voya Target Solution Income Trust | 6.37 | 5.85 |
| State St Target Ret Income SL Cl I | 0.00 | 4.88 |
| State St Target Ret Income NL Cl A | 0.00 | 4.87 |
| Manning & Napier RT Income CIT Class I | 5.06 | 4.34 |
| Manning & Napier Fi360 ETF Income CIT U | 4.60 | 4.24 |
| Wellington Trust Target Retire Income | 4.47 | 4.11 |
| Manning & Napier RT Income CIT Class S | 5.10 | 4.08 |
Source: Morningstar Separate Account/CIT Fund Database
| Retirement Income | 5 year gross return | 5 year net return |
|---|---|---|
| Voya Target Solution Income Trust | 5.31 | 4.79 |
| Manning & Napier Fi360 ETF Income CIT U | 4.49 | 4.14 |
| State St Target Ret Income SL Cl I | 0.00 | 3.65 |
| State St Target Ret Income NL Cl A | 0.00 | 3.64 |
| Manning & Napier RT Income CIT Class I | 4.12 | 3.41 |
| Manning & Napier RT Income CIT Class S | 4.13 | 3.11 |
| Wellington Trust Target Retire Income | 3.41 | 2.97 |
