Large Blend | 1 year gross return | 1 year net return |
---|---|---|
361 Large Cap Tax Aware Equity | 23.76 | 22.65 |
361 Large Cap Concentrated Equity | 23.13 | 22.44 |
361 Large Cap Concentrated Equity – Wrap | 23.53 | 22.17 |
Wakefield Biblically Responsible Equity | 21.98 | 21.05 |
Wright Large Cap Core Equity | 21.37 | 20.86 |
Invesco US Quantitative Growth | 21.29 | 20.58 |
ClearArc Capital Dividend Growth | 20.99 | 20.40 |
Matarin Large Cap Core | 20.54 | 19.93 |
Fisher US Total Return | 19.64 | 19.33 |
Calvert US Lg Cap Core Responsible strgy | 13.08 | 19.14 |
Source: Morningstar Separate Account/CIT Fund Database
Large Blend | 5 year gross return | 5 year net return |
---|---|---|
Mellon Capital Dynamic U.S. Equity Comp | 16.65 | 16.09 |
Jacobs Levy Large Cap (S&P 500) | 15.78 | 15.23 |
Jacobs Levy Core Equity (Russell 3000) | 15.68 | 15.13 |
Wright Large Cap Core Equity | 15.63 | 15.10 |
NB Nackenson SMA Strategy | 14.79 | 14.79 |
Fisher US Total Return | 15.06 | 14.73 |
TCW Alpha Trak | 15.35 | 14.66 |
Nuveen Large Cap Select | 15.32 | 14.64 |
Piedmont Inv Advisors Market Plus | 14.80 | 14.61 |
Calvert US Lg Cap Core Responsible strgy | 13.57 | 14.61 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Blend | 1 year gross return | 1 year net return |
---|---|---|
WellsCap Select Equity | 24.30 | 23.09 |
New Amsterdam Md-Cap Active Eq | 20.92 | 20.71 |
The London Co Mid Cap | 19.86 | 19.35 |
Zacks Mid-Cap Core Strategy | 20.20 | 19.32 |
CRM Mid Cap Value Separate Account | 19.05 | 18.24 |
Shapiro Capital Mgt Enh Small Cap Value | 20.80 | 17.78 |
CRM Small/Mid Cap Value Separate Account | 18.34 | 17.74 |
Investment Management of Virginia Opport | 18.17 | 17.53 |
The London Co SMID | 18.26 | 17.40 |
The Boston SMID Cap Opportunistic Value | 18.26 | 17.22 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Blend | 5 year gross return | 5 year net return |
---|---|---|
Zacks Mid-Cap Core Strategy | 15.40 | 14.55 |
Bahl & Gaynor - Small/Mid Cap Income Gr | 14.55 | 14.24 |
Chartwell Mid-Cap Value | 14.73 | 13.83 |
EARNEST Mid Cap Value | 14.95 | 13.79 |
EARNEST Md-Cap | 14.89 | 13.74 |
QMA US Mid Cap Core Equity | 14.30 | 13.68 |
Scout Mid Cap Equity | 14.56 | 13.67 |
Shapiro Capital Mgt Enh Small Cap Value | 15.09 | 13.66 |
PPCM Mid-Cap Eq Comp | 14.08 | 13.52 |
Triboro Socially Responsible All Cap | 13.46 | 13.46 |
Source: Morningstar Separate Account/CIT Fund Database
Small Blend | 1 year gross return | 1 year net return |
---|---|---|
Tieton Small Cap Value | 32.84 | 31.79 |
Quantum Micro Cap | 29.72 | 27.83 |
Private Capital Management Value Focus | 27.77 | 26.32 |
Jacobs Levy Small Cap (S&P 600) | 26.68 | 25.65 |
Piedmont Optimized SMid Core | 26.09 | 25.61 |
Fuller & Thaler Small-Cap Core | 25.43 | 24.60 |
Reinhart Partners Genesis PMV | 25.10 | 24.09 |
Algert US Small Cap | 25.14 | 24.04 |
PGI U.S. Small-Cap Select Equity | 24.43 | 23.55 |
Bernzott Capital US Small Cap Value | 24.30 | 23.46 |
Source: Morningstar Separate Account/CIT Fund Database
Small Blend | 5 year gross return | 5 year net return |
---|---|---|
Jacobs Levy Small Cap (S&P 600) | 19.28 | 18.30 |
Wakefield Small Cap Equity | 18.20 | 16.66 |
The Capital Mgt Corp SMID | 16.75 | 16.08 |
Algert US Small Cap | 16.87 | 15.84 |
Jacobs Levy Small Cap (Russell 2000) | 16.81 | 15.84 |
361 U.S. Small Cap Equity | 16.87 | 15.83 |
Fuller & Thaler Small-Cap Core | 16.48 | 15.67 |
Wellington Small Cap Opportunities | 16.20 | 15.16 |
Ativo Small Cap | 16.21 | 15.01 |
BMO Disciplined Small-Cap Core | 15.97 | 14.96 |
Source: Morningstar Separate Account/CIT Fund Database
Large Growth | 1 year gross return | 1 year net return |
---|---|---|
MRM All Domestic Equity | 38.68 | 36.87 |
Morgan Stanley Growth | 35.26 | 34.32 |
Sands Select Growth Equity | 34.85 | 34.26 |
Zevenbergen Growth Equity | 34.52 | 34.07 |
Crow Point Disciplined Large Cap Growth | 34.96 | 33.99 |
Jennison Focused Large Cap Growth Equity | 34.47 | 33.86 |
LEIA CBI | 33.70 | 33.70 |
Elemental Capital Focused Growth | 35.01 | 33.10 |
William Blair Large Cap Growth | 32.23 | 31.37 |
Baron Large Cap Growth Strategy | 30.62 | 29.80 |
Source: Morningstar Separate Account/CIT Fund Database
Large Growth | 5 year gross return | 5 year net return |
---|---|---|
LEIA CBI | 24.41 | 24.41 |
Morgan Stanley Growth | 22.35 | 21.45 |
Peregrine Capital Mgt Large Cap Growth | 20.65 | 20.12 |
Edgewood Mgt Lg-Cap Gr | 21.01 | 20.00 |
T. Rowe Price US Large-Cap Growth Equity | 20.05 | 19.46 |
Cognios Quantitative Large Cap Growth | 19.93 | 19.33 |
T. Rowe Price US Large-Cap Core Grwth Eq | 19.54 | 18.95 |
Baron Large Cap Growth Strategy | 19.62 | 18.77 |
Jennison Large Cap Growth Eq | 18.94 | 18.65 |
Morgan Stanley Advantage | 19.31 | 18.51 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Growth | 1 year gross return | 1 year net return |
---|---|---|
Advisory Research U.S. Mid Cap Growth | 42.39 | 41.32 |
Kayne Anderson Rudnick Mid Sustain Gr | 36.48 | 35.51 |
Morgan Stanley Mid-Cap Growth Strategy | 35.13 | 34.05 |
Baron High Growth Strategy | 33.24 | 31.97 |
VCM Growth Equity | 33.03 | 31.95 |
AB US SMID Cap Growth | 33.11 | 31.87 |
Stephens SMID Select Growth | 32.20 | 31.84 |
Cognios Quantitative All Cap Growth | 30.91 | 30.32 |
Night Owl All Cap | 31.48 | 29.99 |
The Boston Small/Mid Cap Growth | 30.72 | 29.57 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Growth | 5 year gross return | 5 year net return |
---|---|---|
Sandhill Concentrated Equity Alpha | 17.73 | 16.79 |
Essex Inv Mgt Research Strategy | 17.50 | 16.36 |
Cognios Quantitative All Cap Growth | 16.66 | 16.16 |
Dorsey Wright Sys Reltv Strength Agg | 17.76 | 16.00 |
Janus Henderson Mid Cap Growth | 16.54 | 15.79 |
William Blair Small-Mid Cap Growth | 16.83 | 15.73 |
Dorsey Wright Sys Reltv Strength Core | 17.54 | 15.68 |
MFS Mid Cap Growth Equity | 16.27 | 15.41 |
Brown Advisory Mid-Cap Composite | 16.16 | 15.40 |
VCM Growth Equity | 16.64 | 15.27 |
Source: Morningstar Separate Account/CIT Fund Database
Small Growth | 1 year gross return | 1 year net return |
---|---|---|
Kayne Anderson Rudnick SC Quality Select | 80.45 | 78.36 |
Granahan Inv Mgt - Sm Cap Focused Grth | 50.61 | 49.65 |
Macquarie Small Cap Growth | 47.86 | 47.27 |
Granahan SC Advantage | 46.94 | 46.38 |
Advisory Research U.S. Small Cap Growth | 45.71 | 44.27 |
Kayne Anderson Rudnick SC Sustain Growth | 44.60 | 43.26 |
Granahan Inv Mgt Small Cap Discoveries | 43.18 | 41.88 |
Gaineswood Standard | 43.12 | 41.74 |
Ashford Small Company Growth | 42.00 | 40.98 |
Driehaus Micro Cap Growth | 41.16 | 39.68 |
Source: Morningstar Separate Account/CIT Fund Database
Small Growth | 5 year gross return | 5 year net return |
---|---|---|
Ashford Small Company Growth | 22.57 | 21.70 |
Kayne Anderson Rudnick SC Quality Select | 22.95 | 21.43 |
Kayne Anderson Rudnick SC Sustain Growth | 22.56 | 21.38 |
Granahan Inv Mgt Small Cap Discoveries | 20.55 | 19.92 |
Driehaus Micro Cap Growth | 21.11 | 19.90 |
Brown Capital Small Company | 20.68 | 19.60 |
Granahan Inv Mgt - Sm Cap Focused Grth | 20.23 | 19.53 |
Oberweis Micro-Cap Growth | 20.05 | 19.04 |
Friess Small Cap Growth | 19.89 | 18.83 |
Driehaus Small Cap Growth | 19.84 | 18.78 |
Source: Morningstar Separate Account/CIT Fund Database
Large Value | 1 year gross return | 1 year net return |
---|---|---|
RCM Focus 10 | 25.90 | 24.64 |
RCM Focus 20 | 23.79 | 22.67 |
PVG U.S. Value | 20.93 | 20.03 |
O'Shaughnessy Market Leaders Core | 20.43 | 19.91 |
Invesco US Quantitative Core | 19.95 | 19.30 |
OFI Global Revenue Weighted Dividend | 19.58 | 19.25 |
Avalon U.S. Value Equity | 17.20 | 17.53 |
Ziegler Cap Large Cap Core | 18.08 | 17.38 |
Dividend Appreciation Strategy | 18.12 | 17.29 |
Hillman Capital Mgt Focused Advantage Eq | 17.76 | 16.84 |
Source: Morningstar Separate Account/CIT Fund Database
Large Value | 5 year gross return | 5 year net return |
---|---|---|
Goldman Sachs Enhanced Large-Cap | 15.24 | 14.90 |
Alpha Quant Value Equity | 16.12 | 14.86 |
O'Shaughnessy Market Leaders Core | 14.46 | 13.82 |
AJO Top Cap | 13.97 | 13.70 |
WEDGE Large Cap Value | 14.17 | 13.34 |
Queens Oak Concentrated Large Cap Value | 14.27 | 13.31 |
AJO Large Cap | 13.33 | 13.06 |
Martingale LargeCap Core 500 | 13.64 | 13.06 |
Convergence Unbiased Enhanced Index | 13.18 | 12.99 |
Levin Cap Concntrtd Eq Lng Only Taxable | 13.98 | 12.86 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Value | 1 year gross return | 1 year net return |
---|---|---|
DOMO Concentrated All Cap Value | 39.52 | 36.98 |
MAP US Multi-Cap Value Composite | 20.11 | 18.94 |
Financial Trust Discplnd Dividend Income | 18.44 | 17.00 |
Smith Graham Mid-Cap Value | 16.82 | 15.96 |
Clifford Capital All-Cap Value | 16.08 | 15.75 |
Hotchkis & Wiley - Md-Cap Val | 15.46 | 14.69 |
Cornerstone Deep Value | 15.37 | 14.52 |
Keeley Inst. Mid Cap Dividend Value | 15.04 | 14.24 |
Systematic Financial Mgt Select Value | 15.02 | 14.20 |
Levin Capital Mid-cap | 15.22 | 14.09 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Value | 5 year gross return | 5 year net return |
---|---|---|
DOMO Concentrated All Cap Value | 25.32 | 23.35 |
Smith Graham Mid-Cap Value | 16.39 | 15.53 |
Clifford Capital All-Cap Value | 14.98 | 14.27 |
Martingale MidCap Core | 14.79 | 14.01 |
MAP US Multi-Cap Value Composite | 15.02 | 13.90 |
Smith Graham SMID (Small/Mid) Cap Value | 14.73 | 13.89 |
Sycamore Mid Cap Value Comp | 14.73 | 13.88 |
Donald Smith & Co. Lg-Cap Cncntrd Val Eq | 13.78 | 13.23 |
AJO Large Cap - Dynamic 115/15 | 13.46 | 13.20 |
Nuveen Mid Cap Value Equity | 13.70 | 12.86 |
Source: Morningstar Separate Account/CIT Fund Database
Small Value | 1 year gross return | 1 year net return |
---|---|---|
Brandywine Institutional Small Cap Value | 41.69 | 40.32 |
Brandywine Small Mid Cap Val Eq | 40.73 | 39.51 |
O'Shaughnessy Micro Cap | 24.25 | 23.01 |
Bridgeway Small Cap Value | 22.12 | 21.41 |
DePrince, Race & Zollo, Micro Cap Val | 21.75 | 20.61 |
AJO Small Cap | 20.73 | 20.24 |
BirdRock Small Cap Value | 20.87 | 19.81 |
Pacific Ridge Capital Ptnrs Micro Cp Val | 21.25 | 19.48 |
DGHM Micro Cap | 20.77 | 19.35 |
Schneider Capital Mgt Sm-Cap Val | 20.18 | 18.76 |
Source: Morningstar Separate Account/CIT Fund Database
Small Value | 5 year gross return | 5 year net return |
---|---|---|
Pacific Ridge Capital Ptnrs Micro Cp Val | 19.24 | 17.37 |
O'Shaughnessy Micro Cap | 18.03 | 16.82 |
DGHM Micro Cap | 17.28 | 15.89 |
Hotchkis & Wiley -Small Cap Divsfd Value | 15.75 | 14.91 |
Brandywine Small Mid Cap Val Eq | 15.03 | 14.02 |
Pzena Small Cap Focused Value | 15.01 | 13.85 |
BMO Disciplined SCV Composite | 14.79 | 13.78 |
Meritage Small Cap Value Equity | 14.76 | 13.77 |
Sycamore Small Cap Value Comp | 14.85 | 13.73 |
Foundry Partners Micro Cap Value | 14.75 | 13.67 |
Source: Morningstar Separate Account/CIT Fund Database
Bear Market | 1 year gross return | 1 year net return |
---|---|---|
Triboro Alternative | 0.69 | 0.69 |
Source: Morningstar Separate Account/CIT Fund Database
Bear Market | 5 year gross return | 5 year net return |
---|---|---|
Triboro Alternative | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Financial | 1 year gross return | 1 year net return |
---|---|---|
ZPR Volume Winners | 17.01 | 15.32 |
ZPR Volume Value | 13.03 | 11.24 |
McKinley Capital Business Development Co | 0.52 | -0.56 |
Confluence BDC-Wrap | -2.38 | -3.72 |
Source: Morningstar Separate Account/CIT Fund Database
Financial | 5 year gross return | 5 year net return |
---|---|---|
ZPR Volume Value | 22.57 | 20.60 |
ZPR Volume Winners | 20.80 | 18.88 |
Confluence BDC-Wrap | 4.93 | 3.55 |
McKinley Capital Business Development Co | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Health | 1 year gross return | 1 year net return |
---|---|---|
Janus Henderson Gbl Life Sciences ADR MA | 8.69 | 5.55 |
Financial Trust Health Value | 4.89 | 3.60 |
Source: Morningstar Separate Account/CIT Fund Database
Health | 5 year gross return | 5 year net return |
---|---|---|
Financial Trust Health Value | 14.55 | 13.14 |
Janus Henderson Gbl Life Sciences ADR MA | 14.48 | 11.16 |
Source: Morningstar Separate Account/CIT Fund Database
Natural Resources | 1 year gross return | 1 year net return |
---|---|---|
Goldman Sachs Commodities Enh Idx | 29.89 | 29.34 |
Wellington Global Natural Resources | 28.48 | 27.26 |
Investec Global Natural Res Composite | 24.95 | 24.03 |
Jennison Global Natural Resources | 21.89 | 21.29 |
Cohen & Steers Natural Resources | 20.65 | 19.87 |
Signia Concentrated Value Equity | 14.64 | 13.80 |
SailingStone Global Natural Resources | 9.81 | 9.06 |
Financial Trust Global Resources | 9.26 | 7.90 |
KBIGI Global Resource Solution | 8.09 | 7.18 |
Source: Morningstar Separate Account/CIT Fund Database
Natural Resources | 5 year gross return | 5 year net return |
---|---|---|
Wellington Global Natural Resources | 3.87 | 2.84 |
Investec Global Natural Res Composite | 3.45 | 2.63 |
Financial Trust Global Resources | 1.03 | -0.22 |
Jennison Global Natural Resources | -0.53 | -0.92 |
SailingStone Global Natural Resources | -5.51 | -6.14 |
Goldman Sachs Commodities Enh Idx | -9.34 | -9.65 |
Cohen & Steers Natural Resources | 0.00 | 0.00 |
Signia Concentrated Value Equity | 0.00 | 0.00 |
KBIGI Global Resource Solution | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Equity Precious Metals | 1 year gross return | 1 year net return |
---|---|---|
WellsCap Precious Metals | -3.07 | -3.99 |
GAMCO Gold | -8.74 | -9.49 |
Source: Morningstar Separate Account/CIT Fund Database
Equity Precious Metals | 5 year gross return | 5 year net return |
---|---|---|
GAMCO Gold | 2.80 | 1.81 |
WellsCap Precious Metals | 0.72 | -0.24 |
Source: Morningstar Separate Account/CIT Fund Database
Real Estate | 1 year gross return | 1 year net return |
---|---|---|
Ranger Global Real Estate | 11.77 | 10.88 |
CBRE Clarion International Real Estate | 10.36 | 9.45 |
Anchor REIT | 8.72 | 8.20 |
PGI Real Estate Equity Securities | 7.09 | 6.51 |
Duff & Phelps US REIT | 6.52 | 5.89 |
CenterSquare REIT Separate Account | 5.86 | 5.42 |
Invesco US REITs | 5.91 | 5.13 |
Neuberger Berman REIT | 5.89 | 5.11 |
Chilton Capital REIT | 5.63 | 4.69 |
Cohen & Steers US Realty Total Return | 5.48 | 4.63 |
Source: Morningstar Separate Account/CIT Fund Database
Real Estate | 5 year gross return | 5 year net return |
---|---|---|
Cohen & Steers US Realty Focus | 13.26 | 12.29 |
Heitman US Focused RE Securities | 11.00 | 10.27 |
Heitman US RE Securities | 10.63 | 10.12 |
PGI Real Estate Equity Securities | 10.59 | 9.99 |
Anchor REIT | 10.06 | 9.48 |
CenterSquare REIT Separate Account | 10.00 | 9.46 |
Chilton Capital REIT | 10.33 | 9.38 |
Wellington Real Estate Securities | 9.98 | 9.17 |
Cohen & Steers US Realty Total Return | 9.87 | 8.96 |
Adelante Core Plus Strategy Composite | 9.55 | 8.79 |
Source: Morningstar Separate Account/CIT Fund Database
Technology | 1 year gross return | 1 year net return |
---|---|---|
QID U.S. Titans Equity Strategy | 53.94 | 53.94 |
Zevenbergen Genea Growth | 48.70 | 47.39 |
AllianzGI Global Technology Equity | 40.13 | 38.79 |
Wellington Global Technology | 26.99 | 26.06 |
Wellington Global Technology Opps | 21.91 | 20.99 |
Oak Associates Technology Portfolio | 22.33 | 20.52 |
Princeton Young Enterprise Shares (YES) | -5.57 | -6.07 |
Source: Morningstar Separate Account/CIT Fund Database
Technology | 5 year gross return | 5 year net return |
---|---|---|
Zevenbergen Genea Growth | 27.85 | 26.71 |
AllianzGI Global Technology Equity | 23.08 | 21.98 |
Wellington Global Technology Opps | 22.34 | 21.43 |
Wellington Global Technology | 21.92 | 21.02 |
Oak Associates Technology Portfolio | 19.13 | 18.25 |
Princeton Young Enterprise Shares (YES) | 6.41 | 5.24 |
QID U.S. Titans Equity Strategy | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Utilities | 1 year gross return | 1 year net return |
---|---|---|
Wellington Enduring Assets | 5.66 | 4.88 |
Miller/Howard – Utilities Plus | 5.85 | 4.80 |
Source: Morningstar Separate Account/CIT Fund Database
Utilities | 5 year gross return | 5 year net return |
---|---|---|
Miller/Howard – Utilities Plus | 11.09 | 10.00 |
Wellington Enduring Assets | 8.91 | 8.04 |
Source: Morningstar Separate Account/CIT Fund Database
Equity Energy | 1 year gross return | 1 year net return |
---|---|---|
Miller/Howard E&P Institutional Strategy | 23.04 | 21.83 |
Wellington Energy | 20.84 | 19.64 |
Tortoise Select Energy Opportunity | 16.96 | 16.01 |
Baron Energy and Resources Strategy | 13.47 | 12.81 |
Miller/Howard Drill Bit Burn Tip® No K1s | 11.77 | 10.66 |
Orleans Energy Opportunities | 11.60 | 10.50 |
Miller/Howard Drill Bit Burn Tip® | 10.72 | 9.63 |
Drill Bit to Burner Tip® No K1s SMA | 11.48 | 8.21 |
Drill Bit to Burner Tip® SMA | 10.49 | 7.24 |
Source: Morningstar Separate Account/CIT Fund Database
Equity Energy | 5 year gross return | 5 year net return |
---|---|---|
Miller/Howard Drill Bit Burn Tip® | 5.07 | 4.03 |
Miller/Howard Drill Bit Burn Tip® No K1s | 4.51 | 3.47 |
Tortoise Select Energy Opportunity | 3.70 | 2.70 |
Drill Bit to Burner Tip® SMA | 5.03 | 1.93 |
Drill Bit to Burner Tip® No K1s SMA | 4.58 | 1.50 |
Wellington Energy | 2.28 | 1.26 |
Baron Energy and Resources Strategy | -1.48 | -2.07 |
Miller/Howard E&P Institutional Strategy | -2.31 | -3.29 |
Orleans Energy Opportunities | -5.87 | -6.82 |
Source: Morningstar Separate Account/CIT Fund Database
Aggressive Allocation | 1 year gross return | 1 year net return |
---|---|---|
Morningstar ETF Strategic Mod Growth | 18.18 | 18.18 |
NorthCoast CAN SLIM Investment Program | 17.92 | 16.34 |
Atalanta Sosnoff Balanced | 14.34 | 13.79 |
Marsico Non-Taxable Flexible Capital | 15.25 | 13.58 |
Congress Asset Mgt Multi-Cap Balanced | 13.71 | 13.31 |
Horizon Hybrid Focused | 12.88 | 12.88 |
Calamos US Opportunities Composite | 12.50 | 11.75 |
CW Frontier Asset Mgmt Global Opp | 12.11 | 11.56 |
ASAP Conservative Growth Strategy | 11.52 | 11.26 |
Horizon Hybrid Growth | 10.92 | 10.92 |
Source: Morningstar Separate Account/CIT Fund Database
Aggressive Allocation | 5 year gross return | 5 year net return |
---|---|---|
Morningstar ETF Strategic Mod Growth | 10.34 | 10.34 |
Calamos US Opportunities Composite | 10.85 | 10.11 |
Atalanta Sosnoff Balanced | 10.78 | 10.02 |
NorthCoast Growth | 11.04 | 9.82 |
CLS American Funds Agg Growth 85 | 10.02 | 9.75 |
Marsico Non-Taxable Flexible Capital | 11.20 | 9.66 |
Eads & Heald Wealth Counsel Bal | 10.54 | 9.62 |
Kensington Income Equity | 9.55 | 9.55 |
ASAP Conservative Growth Strategy | 9.76 | 9.50 |
NorthCoast CAN SLIM Investment Program | 10.97 | 9.49 |
Source: Morningstar Separate Account/CIT Fund Database
Bank Loan | 1 year gross return | 1 year net return |
---|---|---|
DDJ Bank Loan Strategy | 8.44 | 7.86 |
Octagon Senior Secured Credit | 7.13 | 6.41 |
Loomis Sayles Sr Floating Rate and FI | 5.66 | 5.14 |
Columbia Bank Loan Strategy | 5.72 | 5.05 |
Eaton Vance Mgt Senior Secured Floating | 5.35 | 4.87 |
MacKay Hi Yld Floating Rate Composite | 5.38 | 4.72 |
PGIM Fixed Inc US Sr Sec Loans Composite | 5.20 | 4.62 |
OFI Global Senior Loans | 5.08 | 4.57 |
PGI Bank Loans | 4.96 | 4.44 |
Ares Institutional Loan Fund L.P. | 5.22 | 4.43 |
Source: Morningstar Separate Account/CIT Fund Database
Bank Loan | 5 year gross return | 5 year net return |
---|---|---|
Octagon Senior Secured Credit | 5.88 | 5.18 |
Loomis Sayles Sr Floating Rate and FI | 5.49 | 4.97 |
Invesco Euro Bank Loans Euro Composite | 5.08 | 4.56 |
MacKay Hi Yld Floating Rate Composite | 5.15 | 4.51 |
OFI Global Senior Loans | 5.01 | 4.51 |
Eaton Vance Mgt Senior Secured Floating | 4.77 | 4.28 |
Post Senior Loan Composite | 4.80 | 4.28 |
PGIM Fixed Inc US Sr Sec Loans Composite | 4.85 | 4.27 |
Columbia Bank Loan Strategy | 4.89 | 4.25 |
ICM Senior Loan Fund (ICM SLF) | 4.93 | 4.17 |
Source: Morningstar Separate Account/CIT Fund Database
Small Value | 1 year gross return | 1 year net return |
---|---|---|
Brandywine Institutional Small Cap Value | 41.69 | 40.32 |
Brandywine Small Mid Cap Val Eq | 40.73 | 39.51 |
O'Shaughnessy Micro Cap | 24.25 | 23.01 |
Bridgeway Small Cap Value | 22.12 | 21.41 |
DePrince, Race & Zollo, Micro Cap Val | 21.75 | 20.61 |
AJO Small Cap | 20.73 | 20.24 |
BirdRock Small Cap Value | 20.87 | 19.81 |
Pacific Ridge Capital Ptnrs Micro Cp Val | 21.25 | 19.48 |
DGHM Micro Cap | 20.77 | 19.35 |
Schneider Capital Mgt Sm-Cap Val | 20.18 | 18.76 |
Source: Morningstar Separate Account/CIT Fund Database
Small Value | 5 year gross return | 5 year net return |
---|---|---|
Pacific Ridge Capital Ptnrs Micro Cp Val | 19.24 | 17.37 |
O'Shaughnessy Micro Cap | 18.03 | 16.82 |
DGHM Micro Cap | 17.28 | 15.89 |
Hotchkis & Wiley -Small Cap Divsfd Value | 15.75 | 14.91 |
Brandywine Small Mid Cap Val Eq | 15.03 | 14.02 |
Pzena Small Cap Focused Value | 15.01 | 13.85 |
BMO Disciplined SCV Composite | 14.79 | 13.78 |
Meritage Small Cap Value Equity | 14.76 | 13.77 |
Sycamore Small Cap Value Comp | 14.85 | 13.73 |
Foundry Partners Micro Cap Value | 14.75 | 13.67 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Value | 1 year gross return | 1 year net return |
---|---|---|
DOMO Concentrated All Cap Value | 39.52 | 36.98 |
MAP US Multi-Cap Value Composite | 20.11 | 18.94 |
Financial Trust Discplnd Dividend Income | 18.44 | 17.00 |
Smith Graham Mid-Cap Value | 16.82 | 15.96 |
Clifford Capital All-Cap Value | 16.08 | 15.75 |
Hotchkis & Wiley - Md-Cap Val | 15.46 | 14.69 |
Cornerstone Deep Value | 15.37 | 14.52 |
Keeley Inst. Mid Cap Dividend Value | 15.04 | 14.24 |
Systematic Financial Mgt Select Value | 15.02 | 14.20 |
Levin Capital Mid-cap | 15.22 | 14.09 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Value | 5 year gross return | 5 year net return |
---|---|---|
DOMO Concentrated All Cap Value | 25.32 | 23.35 |
Smith Graham Mid-Cap Value | 16.39 | 15.53 |
Clifford Capital All-Cap Value | 14.98 | 14.27 |
Martingale MidCap Core | 14.79 | 14.01 |
MAP US Multi-Cap Value Composite | 15.02 | 13.90 |
Smith Graham SMID (Small/Mid) Cap Value | 14.73 | 13.89 |
Sycamore Mid Cap Value Comp | 14.73 | 13.88 |
Donald Smith & Co. Lg-Cap Cncntrd Val Eq | 13.78 | 13.23 |
AJO Large Cap - Dynamic 115/15 | 13.46 | 13.20 |
Nuveen Mid Cap Value Equity | 13.70 | 12.86 |
Source: Morningstar Separate Account/CIT Fund Database
Large Value | 1 year gross return | 1 year net return |
---|---|---|
RCM Focus 10 | 25.90 | 24.64 |
RCM Focus 20 | 23.79 | 22.67 |
PVG U.S. Value | 20.93 | 20.03 |
O'Shaughnessy Market Leaders Core | 20.43 | 19.91 |
Invesco US Quantitative Core | 19.95 | 19.30 |
OFI Global Revenue Weighted Dividend | 19.58 | 19.25 |
Avalon U.S. Value Equity | 17.20 | 17.53 |
Ziegler Cap Large Cap Core | 18.08 | 17.38 |
Dividend Appreciation Strategy | 18.12 | 17.29 |
Hillman Capital Mgt Focused Advantage Eq | 17.76 | 16.84 |
Source: Morningstar Separate Account/CIT Fund Database
Large Value | 5 year gross return | 5 year net return |
---|---|---|
Goldman Sachs Enhanced Large-Cap | 15.24 | 14.90 |
Alpha Quant Value Equity | 16.12 | 14.86 |
O'Shaughnessy Market Leaders Core | 14.46 | 13.82 |
AJO Top Cap | 13.97 | 13.70 |
WEDGE Large Cap Value | 14.17 | 13.34 |
Queens Oak Concentrated Large Cap Value | 14.27 | 13.31 |
AJO Large Cap | 13.33 | 13.06 |
Martingale LargeCap Core 500 | 13.64 | 13.06 |
Convergence Unbiased Enhanced Index | 13.18 | 12.99 |
Levin Cap Concntrtd Eq Lng Only Taxable | 13.98 | 12.86 |
Source: Morningstar Separate Account/CIT Fund Database
Small Growth | 1 year gross return | 1 year net return |
---|---|---|
Kayne Anderson Rudnick SC Quality Select | 80.45 | 78.36 |
Granahan Inv Mgt - Sm Cap Focused Grth | 50.61 | 49.65 |
Macquarie Small Cap Growth | 47.86 | 47.27 |
Granahan SC Advantage | 46.94 | 46.38 |
Advisory Research U.S. Small Cap Growth | 45.71 | 44.27 |
Kayne Anderson Rudnick SC Sustain Growth | 44.60 | 43.26 |
Granahan Inv Mgt Small Cap Discoveries | 43.18 | 41.88 |
Gaineswood Standard | 43.12 | 41.74 |
Ashford Small Company Growth | 42.00 | 40.98 |
Driehaus Micro Cap Growth | 41.16 | 39.68 |
Source: Morningstar Separate Account/CIT Fund Database
Small Growth | 5 year gross return | 5 year net return |
---|---|---|
Ashford Small Company Growth | 22.57 | 21.70 |
Kayne Anderson Rudnick SC Quality Select | 22.95 | 21.43 |
Kayne Anderson Rudnick SC Sustain Growth | 22.56 | 21.38 |
Granahan Inv Mgt Small Cap Discoveries | 20.55 | 19.92 |
Driehaus Micro Cap Growth | 21.11 | 19.90 |
Brown Capital Small Company | 20.68 | 19.60 |
Granahan Inv Mgt - Sm Cap Focused Grth | 20.23 | 19.53 |
Oberweis Micro-Cap Growth | 20.05 | 19.04 |
Friess Small Cap Growth | 19.89 | 18.83 |
Driehaus Small Cap Growth | 19.84 | 18.78 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Growth | 1 year gross return | 1 year net return |
---|---|---|
Advisory Research U.S. Mid Cap Growth | 42.39 | 41.32 |
Kayne Anderson Rudnick Mid Sustain Gr | 36.48 | 35.51 |
Morgan Stanley Mid-Cap Growth Strategy | 35.13 | 34.05 |
Baron High Growth Strategy | 33.24 | 31.97 |
VCM Growth Equity | 33.03 | 31.95 |
AB US SMID Cap Growth | 33.11 | 31.87 |
Stephens SMID Select Growth | 32.20 | 31.84 |
Cognios Quantitative All Cap Growth | 30.91 | 30.32 |
Night Owl All Cap | 31.48 | 29.99 |
The Boston Small/Mid Cap Growth | 30.72 | 29.57 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Growth | 5 year gross return | 5 year net return |
---|---|---|
Sandhill Concentrated Equity Alpha | 17.73 | 16.79 |
Essex Inv Mgt Research Strategy | 17.50 | 16.36 |
Cognios Quantitative All Cap Growth | 16.66 | 16.16 |
Dorsey Wright Sys Reltv Strength Agg | 17.76 | 16.00 |
Janus Henderson Mid Cap Growth | 16.54 | 15.79 |
William Blair Small-Mid Cap Growth | 16.83 | 15.73 |
Dorsey Wright Sys Reltv Strength Core | 17.54 | 15.68 |
MFS Mid Cap Growth Equity | 16.27 | 15.41 |
Brown Advisory Mid-Cap Composite | 16.16 | 15.40 |
VCM Growth Equity | 16.64 | 15.27 |
Source: Morningstar Separate Account/CIT Fund Database
Large Growth | 1 year gross return | 1 year net return |
---|---|---|
MRM All Domestic Equity | 38.68 | 36.87 |
Morgan Stanley Growth | 35.26 | 34.32 |
Sands Select Growth Equity | 34.85 | 34.26 |
Zevenbergen Growth Equity | 34.52 | 34.07 |
Crow Point Disciplined Large Cap Growth | 34.96 | 33.99 |
Jennison Focused Large Cap Growth Equity | 34.47 | 33.86 |
LEIA CBI | 33.70 | 33.70 |
Elemental Capital Focused Growth | 35.01 | 33.10 |
William Blair Large Cap Growth | 32.23 | 31.37 |
Baron Large Cap Growth Strategy | 30.62 | 29.80 |
Source: Morningstar Separate Account/CIT Fund Database
Large Growth | 5 year gross return | 5 year net return |
---|---|---|
LEIA CBI | 24.41 | 24.41 |
Morgan Stanley Growth | 22.35 | 21.45 |
Peregrine Capital Mgt Large Cap Growth | 20.65 | 20.12 |
Edgewood Mgt Lg-Cap Gr | 21.01 | 20.00 |
T. Rowe Price US Large-Cap Growth Equity | 20.05 | 19.46 |
Cognios Quantitative Large Cap Growth | 19.93 | 19.33 |
T. Rowe Price US Large-Cap Core Grwth Eq | 19.54 | 18.95 |
Baron Large Cap Growth Strategy | 19.62 | 18.77 |
Jennison Large Cap Growth Eq | 18.94 | 18.65 |
Morgan Stanley Advantage | 19.31 | 18.51 |
Source: Morningstar Separate Account/CIT Fund Database
Small Blend | 1 year gross return | 1 year net return |
---|---|---|
Tieton Small Cap Value | 32.84 | 31.79 |
Quantum Micro Cap | 29.72 | 27.83 |
Private Capital Management Value Focus | 27.77 | 26.32 |
Jacobs Levy Small Cap (S&P 600) | 26.68 | 25.65 |
Piedmont Optimized SMid Core | 26.09 | 25.61 |
Fuller & Thaler Small-Cap Core | 25.43 | 24.60 |
Reinhart Partners Genesis PMV | 25.10 | 24.09 |
Algert US Small Cap | 25.14 | 24.04 |
PGI U.S. Small-Cap Select Equity | 24.43 | 23.55 |
Bernzott Capital US Small Cap Value | 24.30 | 23.46 |
Source: Morningstar Separate Account/CIT Fund Database
Small Blend | 5 year gross return | 5 year net return |
---|---|---|
Jacobs Levy Small Cap (S&P 600) | 19.28 | 18.30 |
Wakefield Small Cap Equity | 18.20 | 16.66 |
The Capital Mgt Corp SMID | 16.75 | 16.08 |
Algert US Small Cap | 16.87 | 15.84 |
Jacobs Levy Small Cap (Russell 2000) | 16.81 | 15.84 |
361 U.S. Small Cap Equity | 16.87 | 15.83 |
Fuller & Thaler Small-Cap Core | 16.48 | 15.67 |
Wellington Small Cap Opportunities | 16.20 | 15.16 |
Ativo Small Cap | 16.21 | 15.01 |
BMO Disciplined Small-Cap Core | 15.97 | 14.96 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Blend | 1 year gross return | 1 year net return |
---|---|---|
WellsCap Select Equity | 24.30 | 23.09 |
New Amsterdam Md-Cap Active Eq | 20.92 | 20.71 |
The London Co Mid Cap | 19.86 | 19.35 |
Zacks Mid-Cap Core Strategy | 20.20 | 19.32 |
CRM Mid Cap Value Separate Account | 19.05 | 18.24 |
Shapiro Capital Mgt Enh Small Cap Value | 20.80 | 17.78 |
CRM Small/Mid Cap Value Separate Account | 18.34 | 17.74 |
Investment Management of Virginia Opport | 18.17 | 17.53 |
The London Co SMID | 18.26 | 17.40 |
The Boston SMID Cap Opportunistic Value | 18.26 | 17.22 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Blend | 5 year gross return | 5 year net return |
---|---|---|
Zacks Mid-Cap Core Strategy | 15.40 | 14.55 |
Bahl & Gaynor - Small/Mid Cap Income Gr | 14.55 | 14.24 |
Chartwell Mid-Cap Value | 14.73 | 13.83 |
EARNEST Mid Cap Value | 14.95 | 13.79 |
EARNEST Md-Cap | 14.89 | 13.74 |
QMA US Mid Cap Core Equity | 14.30 | 13.68 |
Scout Mid Cap Equity | 14.56 | 13.67 |
Shapiro Capital Mgt Enh Small Cap Value | 15.09 | 13.66 |
PPCM Mid-Cap Eq Comp | 14.08 | 13.52 |
Triboro Socially Responsible All Cap | 13.46 | 13.46 |
Source: Morningstar Separate Account/CIT Fund Database
Large Blend | 1 year gross return | 1 year net return |
---|---|---|
361 Large Cap Tax Aware Equity | 23.76 | 22.65 |
361 Large Cap Concentrated Equity | 23.13 | 22.44 |
361 Large Cap Concentrated Equity – Wrap | 23.53 | 22.17 |
Wakefield Biblically Responsible Equity | 21.98 | 21.05 |
Wright Large Cap Core Equity | 21.37 | 20.86 |
Invesco US Quantitative Growth | 21.29 | 20.58 |
ClearArc Capital Dividend Growth | 20.99 | 20.40 |
Matarin Large Cap Core | 20.54 | 19.93 |
Fisher US Total Return | 19.64 | 19.33 |
Calvert US Lg Cap Core Responsible strgy | 13.08 | 19.14 |
Source: Morningstar Separate Account/CIT Fund Database
Large Blend | 5 year gross return | 5 year net return |
---|---|---|
Mellon Capital Dynamic U.S. Equity Comp | 16.65 | 16.09 |
Jacobs Levy Large Cap (S&P 500) | 15.78 | 15.23 |
Jacobs Levy Core Equity (Russell 3000) | 15.68 | 15.13 |
Wright Large Cap Core Equity | 15.63 | 15.10 |
NB Nackenson SMA Strategy | 14.79 | 14.79 |
Fisher US Total Return | 15.06 | 14.73 |
TCW Alpha Trak | 15.35 | 14.66 |
Nuveen Large Cap Select | 15.32 | 14.64 |
Piedmont Inv Advisors Market Plus | 14.80 | 14.61 |
Calvert US Lg Cap Core Responsible strgy | 13.57 | 14.61 |
Source: Morningstar Separate Account/CIT Fund Database
Long/Short Equity | 1 year gross return | 1 year net return |
---|---|---|
Epoch Global Absolute Return | 19.20 | 17.86 |
QMA US Core Equity Extended | 17.47 | 16.72 |
Goodwood Long/Short Equity | 14.23 | 12.55 |
Robinson Market Opportunity | 12.72 | 11.76 |
Atlas 100/30 Long Short | 12.63 | 11.50 |
WellsCap Analytic Global Long/Short Eq | 9.37 | 8.67 |
Horizon Focused ETF with Risk Assist | 10.34 | 8.41 |
Horizon Growth ETF with Risk Assist | 9.19 | 7.30 |
Taxable Frontier Asset Mgmt Abs Ret Plus | 7.07 | 6.54 |
Wellington Hedged Alpha Opportunities | 6.58 | 5.79 |
Source: Morningstar Separate Account/CIT Fund Database
Long/Short Equity | 5 year gross return | 5 year net return |
---|---|---|
QMA US Core Equity Extended | 16.26 | 15.51 |
WellsCap Analytic Global Long/Short Eq | 10.85 | 10.28 |
Atlas 100/30 Long Short | 9.49 | 8.55 |
Epoch Global Absolute Return | 9.14 | 7.82 |
Robinson Market Opportunity | 8.40 | 7.49 |
Horizon Focused ETF with Risk Assist | 8.21 | 6.13 |
Boston Partners Research Equity Comp | 7.39 | 6.07 |
Taxable Frontier Asset Mgmt Abs Ret Plus | 5.99 | 5.46 |
Global Low Volatility (SM) | 6.43 | 5.40 |
Horizon Growth ETF with Risk Assist | 7.43 | 5.37 |
Source: Morningstar Separate Account/CIT Fund Database
Leveraged Net Long | 1 year gross return | 1 year net return |
---|---|---|
MacKay Shields US Equity Opportunities | 18.50 | 17.81 |
Constantia Small Cap 130/30 | 18.41 | 17.47 |
Martingale 130/30 LargeCap Growth | 17.93 | 17.12 |
Large Cap Core 130/30 | 14.64 | 15.21 |
PVG Global Macro Portfolio | 15.44 | 14.10 |
Constantia Large Cap 130/30 | 14.24 | 13.56 |
Martingale 130/30 LargeCap Core 500 | 13.54 | 12.76 |
AJO Top Cap Absolute Value 130/30 | 12.55 | 12.09 |
AJO Large Cap - Absolute Value 130/30 | 12.43 | 12.02 |
AQR Capital Global RC 40(140/40) | 12.84 | 12.00 |
Source: Morningstar Separate Account/CIT Fund Database
Leveraged Net Long | 5 year gross return | 5 year net return |
---|---|---|
Martingale 130/30 LargeCap Growth | 16.97 | 16.12 |
MacKay Shields US Equity Opportunities | 16.12 | 15.44 |
Constantia Small Cap 130/30 | 15.90 | 15.01 |
AQR Capital US Relaxed Constraint 40 | 14.66 | 13.98 |
Martingale 130/30 LargeCap Core 500 | 14.79 | 13.95 |
Constantia Large Cap 130/30 | 14.59 | 13.91 |
Quant US Large Cap 130/30 Equity | 14.66 | 13.82 |
UBS: US Equity Opportunity Unconstrained | 13.94 | 13.80 |
Large Cap Core 130/30 | 14.19 | 13.58 |
PVG Global Macro Portfolio | 14.18 | 12.77 |
Source: Morningstar Separate Account/CIT Fund Database
Market Neutral | 1 year gross return | 1 year net return |
---|---|---|
Cognios Enhanced Market Neutral | 48.11 | 45.86 |
Copeland Risk Managed Dividend Growth | 13.09 | 11.90 |
Cognios Market Neutral Large Cap Value | 13.13 | 11.48 |
Convergence Market Neutral | 9.22 | 8.10 |
Invesco US Market Neutral Equity | 6.34 | 6.34 |
SSI Convertible Income | 4.25 | 3.24 |
Constantia Merger-Arbitrage | 3.34 | 2.75 |
American Century US Discp Eq Mkt Neutral | 3.18 | 1.73 |
Research Market Neutral | 2.58 | 1.56 |
PVG Loss Averse Equity Income | 0.94 | -0.53 |
Source: Morningstar Separate Account/CIT Fund Database
Market Neutral | 5 year gross return | 5 year net return |
---|---|---|
Copeland Risk Managed Dividend Growth | 10.38 | 9.27 |
Cognios Market Neutral Large Cap Value | 6.76 | 5.21 |
Constantia Merger-Arbitrage | 5.18 | 4.63 |
Invesco US Market Neutral Equity | 3.07 | 3.07 |
Constantia Equity Market Neutral | 3.31 | 2.40 |
SSI Convertible Income | 3.32 | 2.32 |
American Century US Discp Eq Mkt Neutral | 2.35 | 0.87 |
Research Market Neutral | 1.83 | 0.80 |
Martingale Equity Market Neutral | 0.89 | -0.12 |
PVG Loss Averse Equity Income | -0.05 | -1.32 |
Source: Morningstar Separate Account/CIT Fund Database
World Stock | 1 year gross return | 1 year net return |
---|---|---|
Baillie Gifford Long Term Global Growth | 38.66 | 37.71 |
Morgan Stanley Global Opportunity | 33.99 | 32.72 |
Jennison Global Equity Opportunities | 32.09 | 31.11 |
John Hsu Capital Glbl Top-Down Eq | 26.09 | 25.10 |
William Blair Global Leaders | 23.49 | 22.50 |
Polen Global Growth - ADR | 22.91 | 22.02 |
Montrusco Bolton Global Equity | 22.22 | 21.33 |
RBC Global Equity - Concentrated | 22.02 | 21.17 |
Artisan Global Equity | 22.29 | 21.11 |
T. Rowe Price Glb Focused Growth Equity | 21.82 | 21.10 |
Source: Morningstar Separate Account/CIT Fund Database
World Stock | 5 year gross return | 5 year net return |
---|---|---|
Morgan Stanley Global Opportunity | 25.46 | 24.02 |
Baillie Gifford Long Term Global Growth | 23.15 | 22.30 |
Jennison Global Equity Opportunities | 18.36 | 17.47 |
T. Rowe Price Glb Focused Growth Equity | 17.37 | 16.65 |
DSM Global Growth Equity | 17.23 | 16.14 |
DSM Global Focus Equity | 17.01 | 15.86 |
Wellington Global Growth | 15.30 | 14.44 |
Baird Chautauqua Global Growth Equity | 14.69 | 14.00 |
WCM Quality Global Growth | 14.00 | 13.46 |
RBC Global Equity - Concentrated | 14.19 | 13.40 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Value | 1 year gross return | 1 year net return |
---|---|---|
RBC International Equity Fund | 11.95 | 10.91 |
Columbia International Equity | 11.71 | 10.85 |
O'Shaughnessy International ADR. | 13.50 | 10.82 |
Mellon Capital International Equity Comp | 11.01 | 10.18 |
Acadian ACW ex-U.S. Equity Composite | 10.40 | 9.58 |
ARGA International Equity Strategy | 10.03 | 8.95 |
AJO International Large Cap | 8.14 | 7.93 |
Causeway International Value Select | 7.91 | 7.53 |
ClariVest International Core | 8.06 | 7.16 |
Causeway Capital Mgt Intl Val Eq | 7.15 | 6.71 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Value | 5 year gross return | 5 year net return |
---|---|---|
American Century Non-U.S. Intrinsic Val | 11.77 | 11.36 |
Wellington Intl Contrarian Value | 11.28 | 10.34 |
RBC International Equity Fund | 10.31 | 9.28 |
Acadian ACW ex-U.S. Equity Composite | 9.59 | 8.78 |
Columbia International Equity | 9.49 | 8.62 |
ClariVest International Core | 8.68 | 7.78 |
NT Quality Large Cap Core EAFE | 8.23 | 7.76 |
Pzena International Focused Value | 8.15 | 7.54 |
Pictet EAFE Equity | 8.15 | 7.52 |
Brandywine Intl Opportunistic Eq | 8.24 | 7.44 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Blend | 1 year gross return | 1 year net return |
---|---|---|
McKinley Capital Non-U.S. Developed Gr | 13.06 | 12.73 |
Acadian Non-U.S. Equity Composite | 12.48 | 11.65 |
Acadian Non-U.S. All-Cap Equity Compst | 11.98 | 11.15 |
Affinity International Equity | 11.41 | 10.62 |
Acadian Non-U.S. Concentrated Eq Compst | 11.61 | 10.62 |
Calvert International Equity Strategy | 6.95 | 10.51 |
Schroders International Equity | 11.12 | 10.29 |
WellsCap International Equity CEF | 11.22 | 10.29 |
HGK International Equity | 11.34 | 10.28 |
McKinley Capital Non-U.S. Core Growth | 10.43 | 10.08 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Blend | 5 year gross return | 5 year net return |
---|---|---|
Acadian ADR Non-U.S. Equity Composite | 12.27 | 11.44 |
Acadian Non-U.S. Equity Composite | 11.57 | 10.74 |
Acadian Non-US ADR Eq (Model/Envestnet) | 11.83 | 10.14 |
Acadian Non-U.S. All-Cap Equity Compst | 10.91 | 10.08 |
SGA International All Cap Equity | 10.23 | 9.55 |
Clark Navigator International Equity/ADR | 9.56 | 9.18 |
HGK International Equity | 10.06 | 9.07 |
WellsCap International Equity CEF | 9.94 | 9.02 |
Fiduciary Mgt of Milwaukee Intl Comp | 9.79 | 9.02 |
Arrowstreet Intl Eq Str All Wld ex US | 9.18 | 8.37 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Growth | 1 year gross return | 1 year net return |
---|---|---|
Morgan Stanley International Opportunity | 29.31 | 28.06 |
Jennison Intl Eq Opportunities Cmpst | 28.30 | 27.73 |
Baillie Gifford EAFE Plus Alpha Equities | 24.85 | 24.10 |
Morgan Stanley International Advantage | 24.82 | 23.48 |
ARI EAFE | 22.38 | 22.38 |
Franklin EAFE Plus Equity | 22.39 | 21.78 |
Guardian Capital Fundamental Global | 22.72 | 21.77 |
Sierra Franklin EAFE Plus Equity | 22.30 | 21.46 |
John Hsu Capital Intl Top-Down Eq | 21.36 | 20.85 |
Axiom International Equity Strategy | 20.79 | 19.79 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Growth | 5 year gross return | 5 year net return |
---|---|---|
Morgan Stanley International Opportunity | 19.98 | 18.70 |
Morgan Stanley International Advantage | 16.62 | 15.27 |
Wellington International Quality Growth | 14.25 | 13.40 |
Baillie Gifford EAFE Plus Alpha Equities | 13.06 | 12.40 |
Jennison Intl Eq Opportunities Cmpst | 11.86 | 11.44 |
Eagle Ridge International Quality | 11.30 | 10.82 |
Baron International Growth Strategy | 11.69 | 10.70 |
WCM Focused Growth International ADR | 11.24 | 10.44 |
Franklin EAFE Plus Equity | 10.79 | 10.37 |
PNC Cap Adv International Growth Equity | 11.14 | 10.29 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Small/Mid Value | 1 year gross return | 1 year net return |
---|---|---|
ARGA International Small-Cap Strategy | 19.87 | 18.46 |
Renaissance International Small Cap Eq | 16.25 | 15.40 |
The Boston International Small Cap Eq | 14.49 | 13.48 |
Acadian Non-U.S. Small-Cap Equity Compst | 14.02 | 13.18 |
AJO International Small Cap | 12.64 | 12.34 |
GlobeFlex International Micro Cap Cmpst | 13.07 | 12.08 |
First Eagle International Small Cap Val | 13.99 | 12.06 |
Advisory Research Intl Small Cap Value | 11.60 | 10.25 |
QMA International Small Cap Equity | 10.30 | 9.38 |
AllianzGI International Small Cap Value | 7.81 | 6.72 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Small/Mid Value | 5 year gross return | 5 year net return |
---|---|---|
Acadian Non-U.S. Small-Cap Equity Compst | 13.59 | 12.75 |
GlobeFlex International Micro Cap Cmpst | 12.36 | 11.37 |
QMA International Small Cap Equity | 11.99 | 11.05 |
The Boston International Small Cap Eq | 12.01 | 11.02 |
LSV Asset Mgt Intl Sm-Cap Val Eq | 11.84 | 10.74 |
SSgA International Small Cap Active | 10.30 | 9.29 |
Renaissance International Small Cap Eq | 9.27 | 8.63 |
Advisory Research Intl Small Cap Value | 9.73 | 8.28 |
AllianzGI International Small Cap Value | 9.13 | 8.04 |
ARGA International Small-Cap Strategy | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Small/Mid Growth | 1 year gross return | 1 year net return |
---|---|---|
Brown Capital Intl Small Company | 36.14 | 35.64 |
CastleArk International Small Cap Equity | 25.65 | 24.69 |
Macquarie International Small Cap Equity | 22.93 | 22.46 |
American Century Non-U.S. Small Cap | 23.38 | 22.27 |
EAM International Small Cap | 22.44 | 21.22 |
Axiom International Small Cap Strategy | 21.89 | 20.74 |
OFI Global International Small-Mid Cap | 21.53 | 20.49 |
TH & B International Opportunities | 21.45 | 20.03 |
American Century Non-U.S. Small-Mid Cap | 21.41 | 19.79 |
Driehaus International Small Cap Gr | 20.43 | 19.16 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Small/Mid Growth | 5 year gross return | 5 year net return |
---|---|---|
OFI Global International Small-Mid Cap | 17.85 | 16.83 |
GA International Small Cap Composite | 15.82 | 14.85 |
EAM International Small Cap | 15.60 | 14.48 |
Oberweis Intl Opportunities | 15.21 | 14.13 |
TimesSquare International Small Cap | 14.96 | 13.82 |
T. Rowe Price International Small-Cap Eq | 14.41 | 13.34 |
Barings International Small Cap Equity | 14.18 | 13.25 |
Macquarie International Small Cap Equity | 13.46 | 12.67 |
Wellington Intl Small Cap Research | 13.57 | 12.50 |
Driehaus International Small Cap Gr | 13.54 | 12.30 |
Source: Morningstar Separate Account/CIT Fund Database
Latin America Stock | 1 year gross return | 1 year net return |
---|---|---|
Ashmore Latin America Small Cap Equity | -1.88 | -3.35 |
Morgan Stanley Latin America Equity | -5.51 | -6.00 |
Source: Morningstar Separate Account/CIT Fund Database
Latin America Stock | 5 year gross return | 5 year net return |
---|---|---|
Morgan Stanley Latin America Equity | -3.15 | -3.53 |
Ashmore Latin America Small Cap Equity | -3.15 | -4.67 |
Source: Morningstar Separate Account/CIT Fund Database
Europe Stock | 1 year gross return | 1 year net return |
---|---|---|
PGI European Equity | 11.58 | 11.13 |
Boston Company Euroland Small Cap Equity | 12.17 | 11.13 |
Acadian European Equity Composite | 10.85 | 10.03 |
MFS® European Research Equity | 10.36 | 9.70 |
NS Partners International Equity | 9.25 | 8.45 |
NS Partners European Equity | 8.99 | 8.34 |
BNP Paribas Europe High Conviction Eqty | 8.38 | 7.95 |
Pzena European Focused Value | 8.03 | 7.64 |
FIIG UK Total Return | 8.73 | 7.48 |
Baillie Gifford Europe ex-UK Equities | 7.49 | 6.89 |
Source: Morningstar Separate Account/CIT Fund Database
Europe Stock | 5 year gross return | 5 year net return |
---|---|---|
Boston Company Euroland Small Cap Equity | 15.12 | 14.06 |
Acadian European Equity Composite | 11.97 | 11.15 |
Baillie Gifford Europe ex-UK Equities | 10.92 | 10.22 |
Wellington Strategic European Equity | 10.17 | 9.35 |
Baillie Gifford Pan-European Equities | 10.00 | 9.29 |
PGI European Equity | 9.33 | 8.81 |
T. Rowe Price Europe ex-UK Equity | 9.22 | 8.69 |
MFS® European Research Equity | 8.74 | 8.02 |
Pzena European Focused Value | 7.69 | 7.31 |
Putnam European Core Equity | 7.10 | 6.28 |
Source: Morningstar Separate Account/CIT Fund Database
Japan Stock | 1 year gross return | 1 year net return |
---|---|---|
Burgundy Focus Asian Composite | 23.37 | 22.21 |
DaiwaSB Japan EqSmall Cap Absolute Value | 21.86 | 21.02 |
Burgundy Asian (All Cap) Composite | 22.20 | 21.00 |
Baillie Gifford Japan Growth | 19.43 | 18.73 |
Baillie Gifford Japanese All Cap | 18.99 | 18.23 |
DaiwaSB Japan Eq MidSm Cap GARP | 16.27 | 15.47 |
Dalton Japan Long Only Composite | 16.48 | 15.34 |
DaiwaSB Japan Eq Small Cap GARP | 13.80 | 13.01 |
FIAM Japan Growth | 12.89 | 12.00 |
DaiwaSB Japan Eq Fundamental Active | 11.31 | 10.65 |
Source: Morningstar Separate Account/CIT Fund Database
Japan Stock | 5 year gross return | 5 year net return |
---|---|---|
DaiwaSB Japan EqSmall Cap Absolute Value | 22.87 | 22.03 |
DaiwaSB Japan Eq MidSm Cap GARP | 17.07 | 16.26 |
Burgundy Asian (All Cap) Composite | 16.20 | 15.05 |
DaiwaSB Japan Eq Small Cap GARP | 15.43 | 14.66 |
Burgundy Focus Asian Composite | 15.37 | 14.47 |
Dalton Japan Long Only Composite | 15.15 | 13.99 |
Usonian Japan Value | 13.78 | 12.46 |
Baillie Gifford Japanese All Cap | 13.08 | 12.35 |
Baillie Gifford Japan Growth | 11.85 | 11.16 |
Brandes Japan Equity | 12.03 | 11.12 |
Source: Morningstar Separate Account/CIT Fund Database
Pacific/Asia ex-Japan Stk | 1 year gross return | 1 year net return |
---|---|---|
Morgan Stanley Asia Opportunity | 39.55 | 37.89 |
Investec 4Factor Asia Pacific ex Jap Eq | 20.33 | 19.56 |
Baillie Gifford Asia ex Japan Equities | 15.43 | 14.63 |
PGI Asia ex-Japan Equity | 9.42 | 8.75 |
Lazard Emg Markets Eq Blend Asia ADR | 8.54 | 7.94 |
FIIG Asia ex-Japan Equity | 7.22 | 7.10 |
Morgan Stanley Asia Pacific Equity | 6.53 | 5.68 |
Morgan Stanley Asia Equity | 5.54 | 5.28 |
Brandes Asia Pacific ex-Japan Equity | 6.02 | 5.02 |
Source: Morningstar Separate Account/CIT Fund Database
Pacific/Asia ex-Japan Stk | 5 year gross return | 5 year net return |
---|---|---|
Investec 4Factor Asia Pacific ex Jap Eq | 11.55 | 10.84 |
Baillie Gifford Asia ex Japan Equities | 11.51 | 10.76 |
Brandes Asia Pacific ex-Japan Equity | 10.80 | 9.72 |
FIIG Asia ex-Japan Equity | 10.85 | 9.63 |
Morgan Stanley Asia Equity | 7.56 | 7.30 |
PGI Asia ex-Japan Equity | 7.83 | 7.16 |
Morgan Stanley Asia Pacific Equity | 7.38 | 6.56 |
Morgan Stanley Asia Opportunity | 0.00 | 0.00 |
Lazard Emg Markets Eq Blend Asia ADR | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Diversified Pacific/Asia | 1 year gross return | 1 year net return |
---|---|---|
ARI Asia Pacific | 26.93 | 26.93 |
Sit Inv Pac Basin | 16.26 | 15.23 |
WellsCap SF Global Asia Pacific Equity | 11.75 | 10.87 |
Dalton Asia Pacific Long Only Composite | 4.02 | 3.39 |
Source: Morningstar Separate Account/CIT Fund Database
Diversified Pacific/Asia | 5 year gross return | 5 year net return |
---|---|---|
ARI Asia Pacific | 14.96 | 14.96 |
Dalton Asia Pacific Long Only Composite | 10.34 | 9.10 |
WellsCap SF Global Asia Pacific Equity | 9.21 | 8.35 |
Sit Inv Pac Basin | 9.22 | 8.25 |
Source: Morningstar Separate Account/CIT Fund Database
Diversified Emerging Mkts | 1 year gross return | 1 year net return |
---|---|---|
Trilogy Emerging Markets Wealth | 17.25 | 16.87 |
Jennison Emerging Markets | 17.64 | 16.77 |
Ashmore EM Frontier Africa Equity | 18.28 | 16.55 |
Sit Inv Developing Mkts Eq | 16.81 | 15.78 |
Putnam Emerging Markets Equity | 16.62 | 15.51 |
Martin Currie Global Emerging Markets | 15.36 | 14.77 |
EAM Emerging Markets Small Cap | 15.84 | 14.41 |
McKinley Capital Emerging Markets Growth | 14.37 | 14.30 |
FIIG Emerging Markets Small Cap | 14.38 | 14.16 |
Sands Capital Emerging Markets Growth | 15.24 | 13.88 |
Source: Morningstar Separate Account/CIT Fund Database
Diversified Emerging Mkts | 5 year gross return | 5 year net return |
---|---|---|
AllianzGI Emerging Markets Small Cap | 11.72 | 10.95 |
AJO Emerging Markets Small Cap | 11.04 | 10.52 |
Wellington Emerging Markets Research Eq | 10.37 | 9.35 |
JP Morgan GEM Discovery | 9.32 | 9.32 |
Sands Capital Emerging Markets Growth | 10.59 | 9.30 |
Acadian Emerging Markets Small-Cap Comp | 10.43 | 9.08 |
Goldman Sachs Global Emerging Market Eq | 10.05 | 9.08 |
Nuveen Emerging Markets (ADR) | 9.89 | 8.88 |
Trilogy Emerging Markets Wealth | 9.01 | 8.73 |
McKinley Capital Emerging Markets Growth | 8.66 | 8.62 |
Source: Morningstar Separate Account/CIT Fund Database
Global Real Estate | 1 year gross return | 1 year net return |
---|---|---|
Cohen & Steers European Real Estate Secs | 20.20 | 18.94 |
Global REIT Income Preference | 11.84 | 11.10 |
Cohen & Steers Int'l Real Estate Secs | 11.71 | 10.96 |
Heitman Global Prime Select Strategy | 9.03 | 8.31 |
American Century Global Real Estate | 8.60 | 8.07 |
PGI Real Estate Core Property | 9.32 | 8.06 |
CenterSquare Global REIT | 8.35 | 7.90 |
Heitman Global Prime Strategy | 7.48 | 7.23 |
Morgan Stanley Global Concntr Rel Est | 7.63 | 7.19 |
LaSalle Core Glbal RealEstate Securities | 7.73 | 6.98 |
Source: Morningstar Separate Account/CIT Fund Database
Global Real Estate | 5 year gross return | 5 year net return |
---|---|---|
Cohen & Steers European Real Estate Secs | 13.89 | 12.91 |
PGI Real Estate Core Property | 11.79 | 10.51 |
Global REIT Income Preference | 10.05 | 9.32 |
Third Avenue Real Estate Value Equity | 9.49 | 8.25 |
Heitman Global Rental RE Securities | 8.85 | 8.21 |
Brookfield Gbl Rl Estate Secs Alpha | 8.70 | 7.91 |
Cohen & Steers Global Real Estate Secs | 8.22 | 7.77 |
CenterSquare Global REIT | 7.75 | 7.29 |
LaSalle Core Glbal RealEstate Securities | 7.58 | 6.83 |
Morgan Stanley Global Concntr Rel Est | 7.11 | 6.56 |
Source: Morningstar Separate Account/CIT Fund Database
World Bond | 1 year gross return | 1 year net return |
---|---|---|
PIMCO Non US Hedged | 5.25 | 4.73 |
Putnam Core Global Fixed Income | 3.32 | 2.95 |
PIMCO Global Government Unhedged | 3.12 | 2.95 |
PGIM Fixed Inc Glob Aggregate Plus Comp | 3.14 | 2.78 |
PIMCO Global Government Hedged | 2.78 | 2.64 |
Mondrian Inv Glbl Fix-Inc | 2.87 | 2.44 |
PIMCO Global Aggregate Unhedged | 2.63 | 2.40 |
UBS: Global Aggregate Bond | 2.35 | 2.14 |
Wellington Global Aggregate | 2.27 | 1.92 |
PIMCO Global Aggregate Hedged | 2.23 | 1.80 |
Source: Morningstar Separate Account/CIT Fund Database
World Bond | 5 year gross return | 5 year net return |
---|---|---|
Western Asset Mgt UK Core Full | 7.11 | 6.82 |
Greystone Long Bond Fund | 6.13 | 5.81 |
PIMCO Non US Hedged | 5.84 | 5.33 |
PGIM Fixed Inc Glob Aggregate Plus Comp | 4.61 | 4.25 |
MFS Global Aggregate Opportunistic FI | 4.67 | 4.24 |
Western Asset Mgt Euro Core Full Discr | 4.40 | 4.18 |
Stone Harbor Glbl High Yield Comp 70/30 | 4.54 | 4.14 |
Stone Harbor Global High Yield 50/50 | 4.53 | 4.14 |
PIMCO Global Aggregate Hedged | 4.49 | 4.09 |
T. Rowe Price Global Multi-Sector Bond | 4.32 | 3.93 |
Source: Morningstar Separate Account/CIT Fund Database
High Yield Bond | 1 year gross return | 1 year net return |
---|---|---|
Herzfeld Fixed Income Composite | 10.45 | 9.65 |
Aegon Credit Opportunities - Long Only | 10.64 | 9.54 |
MacKay Select High Yield Composite | 7.36 | 6.67 |
DDJ U.S. Opportunistic High Yield Comp | 6.34 | 5.85 |
DDJ Total Return Credit II Composite | 6.69 | 5.55 |
Strategic Income Mmgt SiM High Yld Instl | 5.63 | 5.22 |
Artisan High Income | 5.84 | 5.10 |
Invesco Bank Loans | 5.56 | 5.03 |
Morgan Stanley U.S. High Yield | 5.35 | 4.64 |
Diamond Hill Corporate Credit | 4.81 | 4.34 |
Source: Morningstar Separate Account/CIT Fund Database
High Yield Bond | 5 year gross return | 5 year net return |
---|---|---|
Herzfeld Fixed Income Composite | 8.83 | 7.98 |
MacKay Select High Yield Composite | 7.78 | 7.21 |
Aegon Credit Opportunities - Long Only | 8.07 | 7.00 |
DDJ U.S. Opportunistic High Yield Comp | 7.26 | 6.73 |
Strategic Income Mmgt SiM High Yld Instl | 7.00 | 6.58 |
Oaktree European High Yield Bonds | 7.05 | 6.52 |
Lord Abbett High Yield Opportunistic | 7.01 | 6.46 |
Ryan Labs High Yield | 6.64 | 6.22 |
T. Rowe Price Europe High Yield Bond | 6.77 | 6.22 |
Diamond Hill Corporate Credit | 6.63 | 6.14 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate Government | 1 year gross return | 1 year net return |
---|---|---|
Semper Active Mortgage-Backed Securities | 3.08 | 2.72 |
Garcia Hamilton Government/Credit | 1.16 | 0.93 |
Smith Breeden Mortgage Index Plus | 0.41 | 0.05 |
M.D. Sass Core Fix-Inc | 0.29 | 0.00 |
MFS US Government Fixed Income | 0.10 | -0.21 |
Community Core Fixed Income Composite | 0.16 | -0.28 |
Chicago Equity Core Fix-Inc | -0.38 | -0.63 |
Northern Trust Government Index | -0.55 | -0.69 |
ClearArc Capital Intermediate Government | -0.53 | -0.77 |
Northern Trust Intermediate Government | -0.66 | -0.81 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate Government | 5 year gross return | 5 year net return |
---|---|---|
Semper Active Mortgage-Backed Securities | 4.84 | 4.42 |
Garcia Hamilton Government/Credit | 3.53 | 3.31 |
Smith Breeden Mortgage Index Plus | 2.44 | 2.08 |
M.D. Sass Core Fix-Inc | 2.24 | 1.96 |
Community Core Fixed Income Composite | 2.33 | 1.96 |
MFS US Government Fixed Income | 2.05 | 1.76 |
Chicago Equity Core Fix-Inc | 1.88 | 1.63 |
Ryan Labs LDI Interm Duration 3-5 | 1.94 | 1.57 |
Amalgamated Bank Intermediate Duration | 1.70 | 1.45 |
Northern Trust Government Index | 1.56 | 1.41 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Piedmont Inv Advisors Yld Advantage Agg | 0.09 | 11.68 |
Ross Sinclaire Taxable Total Return | 4.35 | 3.82 |
BCM Decathlon Conservative Aspect(Pro1) | 5.60 | 2.85 |
BBH Core Fixed Income | 2.72 | 2.46 |
Northern Trust NFP Active Income | 2.12 | 1.87 |
DT Intermediate Fixed Income | 2.43 | 1.68 |
Ramirez Strategic Core Strategy | 1.67 | 1.46 |
ClearArc Capital Strategic Income Plus | 1.84 | 1.38 |
Ryan Labs Core Fixed Income Intermediate | 1.53 | 1.32 |
Belle Haven Taxable PLUS | 1.62 | 1.28 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Spectrum Preferred Securities | 6.48 | 6.23 |
Ross Sinclaire Taxable Total Return | 5.68 | 5.15 |
Piedmont Inv Advisors Yld Advantage Agg | 2.75 | 4.82 |
PIMCO Diversified Income | 5.25 | 4.53 |
ClearArc Capital Strategic Income Plus | 4.88 | 4.41 |
Morgan Stanley Core Plus Fix-Inc | 4.95 | 4.31 |
Templeton Taxable Municipal Intermediate | 4.37 | 4.11 |
BBH Core Fixed Income | 4.34 | 4.08 |
Invesco Core Plus Composite | 4.16 | 3.80 |
Ramirez Strategic Core Strategy | 4.02 | 3.75 |
Source: Morningstar Separate Account/CIT Fund Database
Short Government | 1 year gross return | 1 year net return |
---|---|---|
Garcia Hamilton Short Duration | 1.04 | 0.90 |
Standish Glb Govt-Short Dur (US$ Hedged) | 0.95 | 0.80 |
JP Morgan Mortgage Backed Securities | 0.90 | 0.61 |
RNC Genter Short-Term U.S. Government | 0.92 | 0.53 |
M.D. Sass 2-Year FI | 0.73 | 0.47 |
Morgan Stanley U.S. Mortgage | 0.50 | 0.36 |
Sit Inv Short Dur Strat | 0.69 | 0.28 |
AB US Low Duration | 0.69 | 0.24 |
RBC Short Duration: 1-3 Year Government | 0.41 | 0.18 |
Ryan Labs Limited Duration Govt Credit | 0.35 | 0.10 |
Source: Morningstar Separate Account/CIT Fund Database
Short Government | 5 year gross return | 5 year net return |
---|---|---|
Morgan Stanley U.S. Mortgage | 2.70 | 2.55 |
JP Morgan Mortgage Backed Securities | 2.80 | 2.53 |
RBC Access Capital Community Invmt | 2.44 | 2.02 |
Sit Inv Short Dur Strat | 2.25 | 1.84 |
Victory INCORE Short Government | 1.72 | 1.37 |
M.D. Sass 3-Year FI | 1.74 | 1.37 |
Garcia Hamilton Short Duration | 1.45 | 1.32 |
M.D. Sass 2-Year FI | 1.40 | 1.15 |
WellsCap Montgomery US Short Duration FI | 1.14 | 0.69 |
RBC Short Duration: 1-3 Year Government | 0.87 | 0.65 |
Source: Morningstar Separate Account/CIT Fund Database
Short-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Lord Abbett Short Duration Credit | 1.70 | 1.38 |
Standish Enhanced Cash | 1.35 | 1.28 |
Aegon Short Duration | 1.50 | 1.26 |
Western Asset Mgt US Limited | 1.43 | 1.19 |
Ryan Labs Low Duration Income | 1.58 | 1.12 |
Post Limited Term High Yield Comp | 1.70 | 1.05 |
Sterling AS Short FI (All Funds) | 1.21 | 1.00 |
BBH Limited Duration | 1.19 | 0.99 |
Newfleet Multi-Sector Short Dur Cpst | 1.47 | 0.99 |
Sterling Enhanced Cash | 1.06 | 0.95 |
Source: Morningstar Separate Account/CIT Fund Database
Short-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Post Limited Term High Yield Comp | 4.23 | 3.56 |
Crossmark Income Opportunities | 3.73 | 3.53 |
Manulife AM Strategic Fixed Income Opp | 3.88 | 3.46 |
Newfleet Multi-Sector Short Dur Cpst | 3.29 | 2.80 |
Manulife AM US Strategic Fixed Income | 3.05 | 2.64 |
Thornburg Limited Term Income Sep Acct | 2.90 | 2.53 |
Dodge & Cox Intermediate FI Composite | 2.83 | 2.51 |
WellsCap U.S. Intermediate Income Focus | 2.82 | 2.51 |
Lord Abbett Short Duration Credit | 2.70 | 2.44 |
Aegon Short Duration | 2.58 | 2.33 |
Source: Morningstar Separate Account/CIT Fund Database
Ultrashort Bond | 1 year gross return | 1 year net return |
---|---|---|
Pioneer Multi-Asset Ultrashort Income | 2.30 | 2.05 |
Seix Ultra Short | 2.08 | 1.91 |
PIMCO Short Term | 2.28 | 1.83 |
Merganser Floating Rate Bond | 1.98 | 1.78 |
Western Asset Mgt US Enhanced Cash | 1.92 | 1.72 |
Federated Active Cash Moderate FI Comp | 1.87 | 1.67 |
Seix US Govt Securities Ultra Short | 1.80 | 1.62 |
Western Asset Mgt US Enhanced Liquidity | 1.72 | 1.60 |
Baird Ultra Short Bond | 1.68 | 1.53 |
Payden & Rygel Enhanced Cash | 1.62 | 1.46 |
Source: Morningstar Separate Account/CIT Fund Database
Ultrashort Bond | 5 year gross return | 5 year net return |
---|---|---|
Schroders Enhanced Securitized | 6.40 | 5.87 |
PIMCO Short Term | 2.18 | 1.75 |
Pioneer Multi-Asset Ultrashort Income | 1.97 | 1.72 |
Western Asset Mgt US Enhanced Cash | 1.54 | 1.36 |
Seix Ultra Short | 1.41 | 1.19 |
Federated Active Cash Moderate FI Comp | 1.29 | 1.01 |
Seix US Govt Securities Ultra Short | 1.13 | 0.92 |
Morgan Stanley U.S. Short Duration | 0.93 | 0.87 |
TCW Ultra Short | 1.11 | 0.84 |
SNW Enhanced Cash Management Strategy | 0.95 | 0.83 |
Source: Morningstar Separate Account/CIT Fund Database
Long Government | 1 year gross return | 1 year net return |
---|---|---|
Aegon Long US Treasury Strips | 1.65 | 1.49 |
Ryan Labs Long Treasury | 1.47 | 1.26 |
Hoisington Inv Mgt Macroeconomic FI Comp | 0.82 | 0.61 |
TCW Long Duration Gov | 0.10 | 0.02 |
Hillswick Long Duration Government | 0.07 | -0.28 |
DoubleLine Long Duration Total Return | -0.15 | -0.73 |
JPM Long Duration | -0.31 | -1.04 |
PIMCO Long Duration Treasury | -5.61 | -6.04 |
Source: Morningstar Separate Account/CIT Fund Database
Long Government | 5 year gross return | 5 year net return |
---|---|---|
Hillswick Long Duration Government | 5.77 | 5.45 |
Hoisington Inv Mgt Macroeconomic FI Comp | 5.54 | 5.32 |
JPM Long Duration | 5.25 | 4.79 |
TCW Long Duration Gov | 4.10 | 3.98 |
PIMCO Long Duration Treasury | 3.62 | 3.12 |
Aegon Long US Treasury Strips | 0.00 | 0.00 |
Ryan Labs Long Treasury | 0.00 | 0.00 |
DoubleLine Long Duration Total Return | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Long-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Ramirez Long Duration Composite | 3.86 | 3.65 |
BNP Paribas Global Sovereign Full Discr | 1.89 | 1.63 |
Stadion Master Long Duration Fix Inc | 1.39 | 1.27 |
Brandywine Global U.S. Fixed Income | 1.56 | 1.26 |
Camden Long Duration (US Corporate) Comp | 1.08 | 0.86 |
Dorsey Wright Tactical Fixed Income | 1.76 | 0.85 |
Camden Long Duration (Govt/Credit) Comp | 1.06 | 0.64 |
Reams Long Duration Fixed Income | 0.25 | 0.11 |
Calvert Core Bond Strategy | 1.00 | -0.02 |
Full Duration Fixed Income | 0.17 | -0.07 |
Source: Morningstar Separate Account/CIT Fund Database
Long-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Western Asset Mgt US Long Duration | 6.48 | 6.14 |
Schroders Value Long Duration | 6.28 | 6.07 |
Dodge & Cox Long Duration FI Composite | 6.38 | 6.00 |
Logan Circle Long Duration | 6.19 | 5.87 |
TCW Long Duration Credit | 5.92 | 5.72 |
Loomis Sayles Long Dur Government/Credit | 5.74 | 5.51 |
Capital Group Long Dur Govnmt/Credit | 5.75 | 5.43 |
Morgan Stanley U.S. Long Duration | 5.63 | 5.41 |
TCW Long Duration Gov/Cred | 5.56 | 5.39 |
PGIM Fixed Inc Long Dur Govt/Credit Comp | 5.64 | 5.35 |
Source: Morningstar Separate Account/CIT Fund Database
Multisector Bond | 1 year gross return | 1 year net return |
---|---|---|
Schroder Opportunistic Multi-Sector Sec | 8.31 | 7.51 |
Putnam Fixed Income Global Alpha Plus | 6.61 | 5.96 |
PGIM Fixed Inc Absolute Return Composite | 4.47 | 4.00 |
TCW Securitized Opportunities | 4.86 | 3.81 |
PIMCO Unconstrained Bond Strategy | 3.72 | 3.03 |
Morgan Stanley Glb Fxd Inc Opportunities | 3.91 | 2.94 |
Thornburg Multisector Opportun Sep Acct | 2.74 | 2.15 |
Calvert Unconstrained Bond Strategy | 2.28 | 2.08 |
Aristotle Strategic Credit - Composite | 2.03 | 2.00 |
Columbia Strategic Income Allocation | 2.03 | 1.42 |
Source: Morningstar Separate Account/CIT Fund Database
Multisector Bond | 5 year gross return | 5 year net return |
---|---|---|
Schroder Opportunistic Multi-Sector Sec | 8.08 | 7.43 |
PIMCO Income Composite | 6.04 | 5.48 |
Loomis Sayles Multi-Sector Full Discretn | 4.79 | 4.46 |
Newfleet Global Multi-Sector Income Comp | 5.78 | 4.36 |
Thornburg Multisector Opportun Sep Acct | 4.83 | 4.16 |
Columbia Strategic Income Allocation | 4.77 | 4.15 |
Newfleet Multi-Sector Opportunistic Cpst | 4.61 | 4.05 |
FIAM Tactical Bond | 4.44 | 4.03 |
Morgan Stanley Glb Fxd Inc Opportunities | 5.19 | 4.02 |
TCW Securitized Opportunities | 4.97 | 3.92 |
Source: Morningstar Separate Account/CIT Fund Database
High Yield Bond | 1 year gross return | 1 year net return |
---|---|---|
Herzfeld Fixed Income Composite | 10.45 | 9.65 |
Aegon Credit Opportunities - Long Only | 10.64 | 9.54 |
MacKay Select High Yield Composite | 7.36 | 6.67 |
DDJ U.S. Opportunistic High Yield Comp | 6.34 | 5.85 |
DDJ Total Return Credit II Composite | 6.69 | 5.55 |
Strategic Income Mmgt SiM High Yld Instl | 5.63 | 5.22 |
Artisan High Income | 5.84 | 5.10 |
Invesco Bank Loans | 5.56 | 5.03 |
Morgan Stanley U.S. High Yield | 5.35 | 4.64 |
Diamond Hill Corporate Credit | 4.81 | 4.34 |
Source: Morningstar Separate Account/CIT Fund Database
High Yield Bond | 5 year gross return | 5 year net return |
---|---|---|
Herzfeld Fixed Income Composite | 8.83 | 7.98 |
MacKay Select High Yield Composite | 7.78 | 7.21 |
Aegon Credit Opportunities - Long Only | 8.07 | 7.00 |
DDJ U.S. Opportunistic High Yield Comp | 7.26 | 6.73 |
Strategic Income Mmgt SiM High Yld Instl | 7.00 | 6.58 |
Oaktree European High Yield Bonds | 7.05 | 6.52 |
Lord Abbett High Yield Opportunistic | 7.01 | 6.46 |
Ryan Labs High Yield | 6.64 | 6.22 |
T. Rowe Price Europe High Yield Bond | 6.77 | 6.22 |
Diamond Hill Corporate Credit | 6.63 | 6.14 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate Government | 1 year gross return | 1 year net return |
---|---|---|
Semper Active Mortgage-Backed Securities | 3.08 | 2.72 |
Garcia Hamilton Government/Credit | 1.16 | 0.93 |
Smith Breeden Mortgage Index Plus | 0.41 | 0.05 |
M.D. Sass Core Fix-Inc | 0.29 | 0.00 |
MFS US Government Fixed Income | 0.10 | -0.21 |
Community Core Fixed Income Composite | 0.16 | -0.28 |
Chicago Equity Core Fix-Inc | -0.38 | -0.63 |
Northern Trust Government Index | -0.55 | -0.69 |
ClearArc Capital Intermediate Government | -0.53 | -0.77 |
Northern Trust Intermediate Government | -0.66 | -0.81 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate Government | 5 year gross return | 5 year net return |
---|---|---|
Semper Active Mortgage-Backed Securities | 4.84 | 4.42 |
Garcia Hamilton Government/Credit | 3.53 | 3.31 |
Smith Breeden Mortgage Index Plus | 2.44 | 2.08 |
M.D. Sass Core Fix-Inc | 2.24 | 1.96 |
Community Core Fixed Income Composite | 2.33 | 1.96 |
MFS US Government Fixed Income | 2.05 | 1.76 |
Chicago Equity Core Fix-Inc | 1.88 | 1.63 |
Ryan Labs LDI Interm Duration 3-5 | 1.94 | 1.57 |
Amalgamated Bank Intermediate Duration | 1.70 | 1.45 |
Northern Trust Government Index | 1.56 | 1.41 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Piedmont Inv Advisors Yld Advantage Agg | 0.09 | 11.68 |
Ross Sinclaire Taxable Total Return | 4.35 | 3.82 |
BCM Decathlon Conservative Aspect(Pro1) | 5.60 | 2.85 |
BBH Core Fixed Income | 2.72 | 2.46 |
Northern Trust NFP Active Income | 2.12 | 1.87 |
DT Intermediate Fixed Income | 2.43 | 1.68 |
Ramirez Strategic Core Strategy | 1.67 | 1.46 |
ClearArc Capital Strategic Income Plus | 1.84 | 1.38 |
Ryan Labs Core Fixed Income Intermediate | 1.53 | 1.32 |
Belle Haven Taxable PLUS | 1.62 | 1.28 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Spectrum Preferred Securities | 6.48 | 6.23 |
Ross Sinclaire Taxable Total Return | 5.68 | 5.15 |
Piedmont Inv Advisors Yld Advantage Agg | 2.75 | 4.82 |
PIMCO Diversified Income | 5.25 | 4.53 |
ClearArc Capital Strategic Income Plus | 4.88 | 4.41 |
Morgan Stanley Core Plus Fix-Inc | 4.95 | 4.31 |
Templeton Taxable Municipal Intermediate | 4.37 | 4.11 |
BBH Core Fixed Income | 4.34 | 4.08 |
Invesco Core Plus Composite | 4.16 | 3.80 |
Ramirez Strategic Core Strategy | 4.02 | 3.75 |
Source: Morningstar Separate Account/CIT Fund Database
Short Government | 1 year gross return | 1 year net return |
---|---|---|
Garcia Hamilton Short Duration | 1.04 | 0.90 |
Standish Glb Govt-Short Dur (US$ Hedged) | 0.95 | 0.80 |
JP Morgan Mortgage Backed Securities | 0.90 | 0.61 |
RNC Genter Short-Term U.S. Government | 0.92 | 0.53 |
M.D. Sass 2-Year FI | 0.73 | 0.47 |
Morgan Stanley U.S. Mortgage | 0.50 | 0.36 |
Sit Inv Short Dur Strat | 0.69 | 0.28 |
AB US Low Duration | 0.69 | 0.24 |
RBC Short Duration: 1-3 Year Government | 0.41 | 0.18 |
Ryan Labs Limited Duration Govt Credit | 0.35 | 0.10 |
Source: Morningstar Separate Account/CIT Fund Database
Short Government | 5 year gross return | 5 year net return |
---|---|---|
Morgan Stanley U.S. Mortgage | 2.70 | 2.55 |
JP Morgan Mortgage Backed Securities | 2.80 | 2.53 |
RBC Access Capital Community Invmt | 2.44 | 2.02 |
Sit Inv Short Dur Strat | 2.25 | 1.84 |
Victory INCORE Short Government | 1.72 | 1.37 |
M.D. Sass 3-Year FI | 1.74 | 1.37 |
Garcia Hamilton Short Duration | 1.45 | 1.32 |
M.D. Sass 2-Year FI | 1.40 | 1.15 |
WellsCap Montgomery US Short Duration FI | 1.14 | 0.69 |
RBC Short Duration: 1-3 Year Government | 0.87 | 0.65 |
Source: Morningstar Separate Account/CIT Fund Database
Short-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Lord Abbett Short Duration Credit | 1.70 | 1.38 |
Standish Enhanced Cash | 1.35 | 1.28 |
Aegon Short Duration | 1.50 | 1.26 |
Western Asset Mgt US Limited | 1.43 | 1.19 |
Ryan Labs Low Duration Income | 1.58 | 1.12 |
Post Limited Term High Yield Comp | 1.70 | 1.05 |
Sterling AS Short FI (All Funds) | 1.21 | 1.00 |
BBH Limited Duration | 1.19 | 0.99 |
Newfleet Multi-Sector Short Dur Cpst | 1.47 | 0.99 |
Sterling Enhanced Cash | 1.06 | 0.95 |
Source: Morningstar Separate Account/CIT Fund Database
Short-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Post Limited Term High Yield Comp | 4.23 | 3.56 |
Crossmark Income Opportunities | 3.73 | 3.53 |
Manulife AM Strategic Fixed Income Opp | 3.88 | 3.46 |
Newfleet Multi-Sector Short Dur Cpst | 3.29 | 2.80 |
Manulife AM US Strategic Fixed Income | 3.05 | 2.64 |
Thornburg Limited Term Income Sep Acct | 2.90 | 2.53 |
Dodge & Cox Intermediate FI Composite | 2.83 | 2.51 |
WellsCap U.S. Intermediate Income Focus | 2.82 | 2.51 |
Lord Abbett Short Duration Credit | 2.70 | 2.44 |
Aegon Short Duration | 2.58 | 2.33 |
Source: Morningstar Separate Account/CIT Fund Database
Ultrashort Bond | 1 year gross return | 1 year net return |
---|---|---|
Pioneer Multi-Asset Ultrashort Income | 2.30 | 2.05 |
Seix Ultra Short | 2.08 | 1.91 |
PIMCO Short Term | 2.28 | 1.83 |
Merganser Floating Rate Bond | 1.98 | 1.78 |
Western Asset Mgt US Enhanced Cash | 1.92 | 1.72 |
Federated Active Cash Moderate FI Comp | 1.87 | 1.67 |
Seix US Govt Securities Ultra Short | 1.80 | 1.62 |
Western Asset Mgt US Enhanced Liquidity | 1.72 | 1.60 |
Baird Ultra Short Bond | 1.68 | 1.53 |
Payden & Rygel Enhanced Cash | 1.62 | 1.46 |
Source: Morningstar Separate Account/CIT Fund Database
Ultrashort Bond | 5 year gross return | 5 year net return |
---|---|---|
Schroders Enhanced Securitized | 6.40 | 5.87 |
PIMCO Short Term | 2.18 | 1.75 |
Pioneer Multi-Asset Ultrashort Income | 1.97 | 1.72 |
Western Asset Mgt US Enhanced Cash | 1.54 | 1.36 |
Seix Ultra Short | 1.41 | 1.19 |
Federated Active Cash Moderate FI Comp | 1.29 | 1.01 |
Seix US Govt Securities Ultra Short | 1.13 | 0.92 |
Morgan Stanley U.S. Short Duration | 0.93 | 0.87 |
TCW Ultra Short | 1.11 | 0.84 |
SNW Enhanced Cash Management Strategy | 0.95 | 0.83 |
Source: Morningstar Separate Account/CIT Fund Database
Long Government | 1 year gross return | 1 year net return |
---|---|---|
Aegon Long US Treasury Strips | 1.65 | 1.49 |
Ryan Labs Long Treasury | 1.47 | 1.26 |
Hoisington Inv Mgt Macroeconomic FI Comp | 0.82 | 0.61 |
TCW Long Duration Gov | 0.10 | 0.02 |
Hillswick Long Duration Government | 0.07 | -0.28 |
DoubleLine Long Duration Total Return | -0.15 | -0.73 |
JPM Long Duration | -0.31 | -1.04 |
PIMCO Long Duration Treasury | -5.61 | -6.04 |
Source: Morningstar Separate Account/CIT Fund Database
Long Government | 5 year gross return | 5 year net return |
---|---|---|
Hillswick Long Duration Government | 5.77 | 5.45 |
Hoisington Inv Mgt Macroeconomic FI Comp | 5.54 | 5.32 |
JPM Long Duration | 5.25 | 4.79 |
TCW Long Duration Gov | 4.10 | 3.98 |
PIMCO Long Duration Treasury | 3.62 | 3.12 |
Aegon Long US Treasury Strips | 0.00 | 0.00 |
Ryan Labs Long Treasury | 0.00 | 0.00 |
DoubleLine Long Duration Total Return | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Long-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Ramirez Long Duration Composite | 3.86 | 3.65 |
BNP Paribas Global Sovereign Full Discr | 1.89 | 1.63 |
Stadion Master Long Duration Fix Inc | 1.39 | 1.27 |
Brandywine Global U.S. Fixed Income | 1.56 | 1.26 |
Camden Long Duration (US Corporate) Comp | 1.08 | 0.86 |
Dorsey Wright Tactical Fixed Income | 1.76 | 0.85 |
Camden Long Duration (Govt/Credit) Comp | 1.06 | 0.64 |
Reams Long Duration Fixed Income | 0.25 | 0.11 |
Calvert Core Bond Strategy | 1.00 | -0.02 |
Full Duration Fixed Income | 0.17 | -0.07 |
Source: Morningstar Separate Account/CIT Fund Database
Long-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Western Asset Mgt US Long Duration | 6.48 | 6.14 |
Schroders Value Long Duration | 6.28 | 6.07 |
Dodge & Cox Long Duration FI Composite | 6.38 | 6.00 |
Logan Circle Long Duration | 6.19 | 5.87 |
TCW Long Duration Credit | 5.92 | 5.72 |
Loomis Sayles Long Dur Government/Credit | 5.74 | 5.51 |
Capital Group Long Dur Govnmt/Credit | 5.75 | 5.43 |
Morgan Stanley U.S. Long Duration | 5.63 | 5.41 |
TCW Long Duration Gov/Cred | 5.56 | 5.39 |
PGIM Fixed Inc Long Dur Govt/Credit Comp | 5.64 | 5.35 |
Source: Morningstar Separate Account/CIT Fund Database
Multisector Bond | 1 year gross return | 1 year net return |
---|---|---|
Schroder Opportunistic Multi-Sector Sec | 8.31 | 7.51 |
Putnam Fixed Income Global Alpha Plus | 6.61 | 5.96 |
PGIM Fixed Inc Absolute Return Composite | 4.47 | 4.00 |
TCW Securitized Opportunities | 4.86 | 3.81 |
PIMCO Unconstrained Bond Strategy | 3.72 | 3.03 |
Morgan Stanley Glb Fxd Inc Opportunities | 3.91 | 2.94 |
Thornburg Multisector Opportun Sep Acct | 2.74 | 2.15 |
Calvert Unconstrained Bond Strategy | 2.28 | 2.08 |
Aristotle Strategic Credit - Composite | 2.03 | 2.00 |
Columbia Strategic Income Allocation | 2.03 | 1.42 |
Source: Morningstar Separate Account/CIT Fund Database
Multisector Bond | 5 year gross return | 5 year net return |
---|---|---|
Schroder Opportunistic Multi-Sector Sec | 8.08 | 7.43 |
PIMCO Income Composite | 6.04 | 5.48 |
Loomis Sayles Multi-Sector Full Discretn | 4.79 | 4.46 |
Newfleet Global Multi-Sector Income Comp | 5.78 | 4.36 |
Thornburg Multisector Opportun Sep Acct | 4.83 | 4.16 |
Columbia Strategic Income Allocation | 4.77 | 4.15 |
Newfleet Multi-Sector Opportunistic Cpst | 4.61 | 4.05 |
FIAM Tactical Bond | 4.44 | 4.03 |
Morgan Stanley Glb Fxd Inc Opportunities | 5.19 | 4.02 |
TCW Securitized Opportunities | 4.97 | 3.92 |
Source: Morningstar Separate Account/CIT Fund Database
Inflation-Protected Bond | 1 year gross return | 1 year net return |
---|---|---|
BNP Paribas GlobalInflationLinked Bonds | 4.26 | 4.00 |
Lord Abbett & Co. Inflation Focused – SA | 4.32 | 3.62 |
Western Asset Mgt US TIPS Full Discr | 2.62 | 2.31 |
BNP Paribas InflationLinkedBonds U.S. | 2.50 | 2.30 |
Standish US TIPS Barclays | 2.25 | 2.22 |
Ryan Labs Inflation Index | 2.37 | 2.11 |
Northern Trust TIPS | 2.17 | 2.07 |
IR+M TIPS | 2.17 | 2.07 |
NB U.S.Treasury Inflation Protection | 2.10 | 2.03 |
BBH U.S. TIPS | 2.01 | 1.86 |
Source: Morningstar Separate Account/CIT Fund Database
Inflation-Protected Bond | 5 year gross return | 5 year net return |
---|---|---|
BNP Paribas GlobalInflationLinked Bonds | 4.36 | 4.10 |
NB U.S.Treasury Inflation Protection | 1.92 | 1.91 |
Standish US TIPS Barclays | 1.76 | 1.70 |
BBH U.S. TIPS | 1.85 | 1.70 |
Northern Trust TIPS | 1.74 | 1.64 |
IR+M TIPS | 1.71 | 1.61 |
BNP Paribas InflationLinkedBonds U.S. | 1.81 | 1.60 |
Ryan Labs Inflation Index | 1.85 | 1.55 |
Franklin U.S. TIPS Composite | 1.69 | 1.54 |
American Century US Infl-Adj Bond | 1.71 | 1.30 |
Source: Morningstar Separate Account/CIT Fund Database
Stable Value | 1 year gross return | 1 year net return |
---|---|---|
PIMCO Stable Value (BV) | 3.08 | 2.90 |
Standish Stable Value | 2.22 | 2.11 |
Putnam Stable Value Composite | 2.34 | 2.10 |
Invesco Stable Value | 2.28 | 2.08 |
JPMorgan US FI Stable Value (NY) | 2.03 | 2.03 |
Galliard Stable Value Composite | 2.20 | 1.81 |
Source: Morningstar Separate Account/CIT Fund Database
Stable Value | 5 year gross return | 5 year net return |
---|---|---|
PIMCO Stable Value (BV) | 3.11 | 2.89 |
Standish Stable Value | 2.20 | 2.10 |
Invesco Stable Value | 2.07 | 1.87 |
Putnam Stable Value Composite | 2.06 | 1.81 |
JPMorgan US FI Stable Value (NY) | 1.82 | 1.76 |
Galliard Stable Value Composite | 1.98 | 1.58 |
Source: Morningstar Separate Account/CIT Fund Database
Convertibles | 1 year gross return | 1 year net return |
---|---|---|
SSI Inv Grade Convert Strat | 16.73 | 15.80 |
AllianzGI Convertibles | 16.06 | 15.45 |
ClearBridge U.S. Convertibles | 13.00 | 12.34 |
Calamos Instl Convertible Composite | 12.80 | 12.02 |
INCORE Inv Grade Convertibles Comp | 12.52 | 11.90 |
Advent Balanced Convertible Strategy | 12.16 | 11.63 |
Advent Investment Grade | 11.81 | 11.34 |
Lord Abbett & Co. Convertibles | 11.86 | 10.72 |
Invesco Convertible Securities | 11.23 | 10.57 |
MacKay Shields Convertibles | 10.97 | 10.42 |
Source: Morningstar Separate Account/CIT Fund Database
Convertibles | 5 year gross return | 5 year net return |
---|---|---|
SSI Inv Grade Convert Strat | 14.61 | 13.59 |
Advent Investment Grade | 11.01 | 10.54 |
INCORE Inv Grade Convertibles Comp | 11.03 | 10.42 |
MacKay Shields Convertibles | 10.43 | 9.88 |
AllianzGI Convertibles | 10.25 | 9.78 |
SSI Convertible Investment Strategy | 10.09 | 9.58 |
Palisade Convertible Securities Comp | 9.42 | 8.82 |
Lord Abbett & Co. Convertibles | 9.88 | 8.73 |
Advent Balanced Convertible Strategy | 8.99 | 8.50 |
ClearBridge U.S. Convertibles | 8.66 | 8.02 |
Source: Morningstar Separate Account/CIT Fund Database
Emerging Markets Bond | 1 year gross return | 1 year net return |
---|---|---|
Global Evolution Frontier Markets | 5.69 | 4.64 |
Ashmore EM Corporate Debt High Yld Comp | 5.16 | 3.96 |
Finisterre EMTR Composite | 4.64 | 3.85 |
JPMorgan Emerging Market Debt | -1.14 | 3.85 |
Ashmore EM Corp Dbt Broad (CEMBI) Comp | 2.56 | 1.39 |
PIMCO Emerging Mkts Currency Full Auth | 1.67 | 0.82 |
T. Rowe Price Emerging Markets Corp Bd | 0.70 | 0.18 |
Ashmore EM Ext Debt (Sovn Invt Grd) Comp | 0.67 | -0.14 |
Investec Emerging Market Corporate Debt | 0.18 | -0.47 |
FIAM Emerging Market Debt Composite | 0.14 | -0.51 |
Source: Morningstar Separate Account/CIT Fund Database
Emerging Markets Bond | 5 year gross return | 5 year net return |
---|---|---|
Global Evolution Frontier Markets | 7.97 | 6.90 |
PGIM Fixed Income EMD Composite | 6.55 | 5.96 |
Fort Washington Emerging Market Debt | 6.56 | 5.74 |
Global Evolution EM Debt | 6.39 | 5.33 |
FIAM Emerging Market Debt Composite | 5.84 | 5.16 |
Finisterre EMTR Composite | 5.77 | 5.00 |
Investec Emerging Market Corporate Debt | 5.66 | 4.92 |
TIAA-CREF Emerging Markets Debt | 5.60 | 4.92 |
Stone Harbor Emerging Mkts Corp Dbt Cor | 5.33 | 4.86 |
Ashmore EM Ext Debt (Sovereign) Comp | 5.75 | 4.81 |
Source: Morningstar Separate Account/CIT Fund Database
World Allocation | 1 year gross return | 1 year net return |
---|---|---|
ICON - SBI Global Moderate | 13.64 | 12.20 |
Northern Trust NFP Growth Mod Inc Active | 10.00 | 9.73 |
Morgan Stanley Glbl Tactical Asset Alloc | 10.02 | 9.72 |
Northern Trust NFP Passive Gr Mod Inc | 9.39 | 9.12 |
Windham Risk Regime III | 9.32 | 8.56 |
Sterling AS Growth (All Funds) | 8.78 | 8.47 |
CKW Opportunistic Global Balanced | 9.01 | 8.14 |
NorthCoast Tactical Growth | 8.93 | 7.96 |
THG Balanced Aggressive | 8.56 | 7.75 |
Windham Risk Regime II | 8.78 | 7.70 |
Source: Morningstar Separate Account/CIT Fund Database
World Allocation | 5 year gross return | 5 year net return |
---|---|---|
PIMCO StocksPLUS Absolute Return | 13.01 | 12.36 |
PIMCO StocksPlus | 12.33 | 11.87 |
PIMCO RAE Fundamental PLUS | 11.01 | 10.14 |
ICON - SBI Global Moderate | 10.39 | 9.39 |
Morgan Stanley Glbl Tactical Asset Alloc | 9.39 | 9.07 |
CKW Opportunistic Global Balanced | 9.22 | 8.29 |
THG Balanced Aggressive | 8.51 | 7.68 |
DMAP Moderate Relative Return USD-H | 8.30 | 7.60 |
Northern Trust NFP Passive Gr Mod Inc | 7.68 | 7.42 |
NorthCoast Tactical Growth | 8.15 | 7.21 |
Source: Morningstar Separate Account/CIT Fund Database
Conservative Allocation | 1 year gross return | 1 year net return |
---|---|---|
MCA Conservative Portfolios | 19.35 | 18.40 |
Morningstar ETF Strategic Mod Gr & Inc | 14.11 | 14.11 |
AAM Credit Opportunities | 13.97 | 12.55 |
Copeland Large Cap Div Growth Balanced | 11.27 | 10.19 |
AllianzGI Income & Growth | 10.43 | 9.95 |
HW AMP Aggressive | 7.52 | 7.52 |
ASAP Balanced Strategy | 7.10 | 6.84 |
Taxable Frontier Asset Mgmt Balanced | 7.19 | 6.66 |
Mesirow Stable Performance | 6.99 | 6.61 |
Potomac Advisor Express | 9.20 | 6.50 |
Source: Morningstar Separate Account/CIT Fund Database
Conservative Allocation | 5 year gross return | 5 year net return |
---|---|---|
MCA Conservative Portfolios | 12.05 | 11.21 |
Morningstar ETF Strategic Mod Gr & Inc | 8.62 | 8.62 |
AllianzGI Income & Growth | 8.81 | 8.38 |
Copeland Large Cap Div Growth Balanced | 8.94 | 8.26 |
AMP Moderately Conservative | 7.21 | 6.78 |
Morningstar Balanced - Advisor Group WMP | 6.68 | 6.68 |
Lazard Opportunistic Strategies | 7.59 | 6.53 |
ASAP Balanced Strategy | 6.75 | 6.52 |
ACM Growth & Income 51 | 7.12 | 6.25 |
VCM Target Return Conservative Lite | 7.31 | 6.05 |
Source: Morningstar Separate Account/CIT Fund Database
Moderate Allocation | 1 year gross return | 1 year net return |
---|---|---|
MCA Balanced Portfolios | 22.35 | 21.55 |
Dorsey Wright Sys Reltv Strength Bal | 20.49 | 19.38 |
Congress Asset Mgt Balanced | 14.33 | 13.69 |
Brandywine Domestic Balanced | 14.46 | 13.68 |
WJA Equity Oriented (Balanced) Composite | 13.93 | 13.21 |
Janus Henderson Balanced | 13.45 | 12.91 |
C.J. Lawrence Balanced Strategy | 14.02 | 12.61 |
Johnson Institutional Mgt Enhanced Index | 12.72 | 12.34 |
Potomac Navigrowth | 14.55 | 11.72 |
1919 SRI Balanced | 12.49 | 11.51 |
Source: Morningstar Separate Account/CIT Fund Database
Moderate Allocation | 5 year gross return | 5 year net return |
---|---|---|
Johnson Institutional Mgt Enhanced Index | 13.73 | 13.42 |
MCA Balanced Portfolios | 13.08 | 12.29 |
Dorsey Wright Sys Reltv Strength Bal | 12.96 | 11.75 |
C.J. Lawrence Balanced Strategy | 11.11 | 9.96 |
Congress Asset Mgt Balanced | 10.52 | 9.82 |
Dodge & Cox Balanced Composite | 9.78 | 9.56 |
Sit Inv Balanced | 10.22 | 9.41 |
CCM Active Asset Alloc Global 60/40 | 9.08 | 9.38 |
Janus Henderson Balanced | 9.84 | 9.30 |
WJA Equity Oriented (Balanced) Composite | 9.92 | 9.24 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2000-2010 | 1 year gross return | 1 year net return |
---|---|---|
FIAM Index Target Date 2010 Composite | 5.43 | 5.41 |
FIAM Target Date 2010 Composite | 5.44 | 5.40 |
FIAM Index Target Date 2005 Composite | 4.44 | 4.42 |
FIAM Target Date 2005 Composite | 4.40 | 4.37 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2000-2010 | 5 year gross return | 5 year net return |
---|---|---|
FIAM Target Date 2010 Composite | 6.76 | 6.41 |
FIAM Index Target Date 2010 Composite | 5.70 | 5.58 |
FIAM Target Date 2005 Composite | 5.76 | 5.42 |
FIAM Index Target Date 2005 Composite | 4.75 | 4.74 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2011-2015 | 1 year gross return | 1 year net return |
---|---|---|
FIAM Index Target Date 2015 Composite | 6.44 | 6.42 |
FIAM Target Date 2015 Composite | 6.29 | 6.25 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2011-2015 | 5 year gross return | 5 year net return |
---|---|---|
FIAM Target Date 2015 Composite | 7.45 | 7.10 |
FIAM Index Target Date 2015 Composite | 6.40 | 6.28 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2016-2020 | 1 year gross return | 1 year net return |
---|---|---|
FIAM Index Target Date 2020 Composite | 7.19 | 7.16 |
FIAM Target Date 2020 Composite | 6.98 | 6.94 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2016-2020 | 5 year gross return | 5 year net return |
---|---|---|
FIAM Target Date 2020 Composite | 7.95 | 7.60 |
FIAM Index Target Date 2020 Composite | 6.93 | 6.81 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2021-2025 | 1 year gross return | 1 year net return |
---|---|---|
FIAM Index Target Date 2025 Composite | 7.82 | 7.79 |
FIAM Target Date 2025 Composite | 7.60 | 7.57 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2021-2025 | 5 year gross return | 5 year net return |
---|---|---|
FIAM Target Date 2025 Composite | 8.62 | 8.27 |
FIAM Index Target Date 2025 Composite | 7.67 | 7.56 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2026-2030 | 1 year gross return | 1 year net return |
---|---|---|
FIAM Index Target Date 2030 Composite | 9.32 | 9.29 |
FIAM Target Date 2030 Composite | 9.07 | 9.03 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2026-2030 | 5 year gross return | 5 year net return |
---|---|---|
FIAM Target Date 2030 Composite | 9.56 | 9.21 |
FIAM Index Target Date 2030 Composite | 8.61 | 8.49 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2031-2035 | 1 year gross return | 1 year net return |
---|---|---|
FIAM Index Target Date 2035 Composite | 10.84 | 10.81 |
FIAM Target Date 2035 Composite | 10.39 | 10.35 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2031-2035 | 5 year gross return | 5 year net return |
---|---|---|
FIAM Target Date 2035 Composite | 10.37 | 10.01 |
FIAM Index Target Date 2035 Composite | 9.49 | 9.37 |
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 | 11.07 | 11.04 |
FIAM Target Date 2040 Composite | 10.52 | 10.48 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2036-2040 | 5 year gross return | 5 year net return |
---|---|---|
FIAM Target Date 2040 Composite | 10.44 | 10.08 |
FIAM Index Target Date 2040 Composite | 9.58 | 9.46 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2041-2045 | 1 year gross return | 1 year net return |
---|---|---|
FIAM Index Target Date 2045 Composite | 11.05 | 11.03 |
FIAM Target Date 2045 Composite | 10.47 | 10.43 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2041-2045 | 5 year gross return | 5 year net return |
---|---|---|
FIAM Target Date 2045 Composite | 10.49 | 10.13 |
FIAM Index Target Date 2045 Composite | 9.63 | 9.51 |
Source: Morningstar Separate Account/CIT Fund Database
Retirement Income | 1 year gross return | 1 year net return |
---|---|---|
Horizon Real Spend 7 | 7.80 | 6.40 |
Horizon Hybrid Real Spend 7 | 6.54 | 6.31 |
Horizon Real Spend 6 | 7.25 | 5.85 |
Horizon Hybrid Real Spend 6 | 5.99 | 5.76 |
Texas Retirement Income Strategy | 5.87 | 5.56 |
Horizon Real Spend 5 | 6.90 | 5.51 |
Horizon Hybrid Real Spend 5 | 5.37 | 5.14 |
Horizon Real Spend 4 | 6.17 | 4.79 |
PIMCO Retirement Income Model-Mod Gr | 4.76 | 4.76 |
Horizon Hybrid Real Spend 4 | 4.70 | 4.48 |
Source: Morningstar Separate Account/CIT Fund Database
Retirement Income | 5 year gross return | 5 year net return |
---|---|---|
Beacon Dividend Income Composite | 7.40 | 5.97 |
Horizon Real Spend 6 | 7.43 | 5.48 |
Horizon Real Spend 7 | 7.25 | 5.30 |
Texas Retirement Income Strategy | 6.47 | 4.99 |
Horizon Real Spend 5 | 6.86 | 4.92 |
Horizon Real Spend 4 | 6.75 | 4.80 |
FIAM Target Date Income Composite | 4.59 | 4.25 |
Morningstar Ret Inc Long-Range - TDA | 5.15 | 3.76 |
Morningstar Ret Inc Long-Range - BNY | 5.17 | 3.60 |
FIAM Index Target Date Income Composite | 3.60 | 3.49 |