| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Blackrock Alpha Advantage 3000 | 16.94 | 16.94 |
| Blackrock Alpha Tilts Fund CF | 16.57 | 16.57 |
| Blackrock Russ 1000 Alpha Tilts CF | 16.41 | 16.41 |
| BNY Mellon EB DV Dynamic U.S. Equity | 16.65 | 16.23 |
| Amalgamated Bank LongView Quant. LC CF | 16.32 | 15.98 |
| FIAM Quantitative Large Cap Core Pool | 16.71 | 15.91 |
| Amalgamated Bank LongView LC Qtv VEBA Fd | 16.20 | 15.86 |
| RhumbLine Russell 1000 Pooled Index | 14.80 | 14.80 |
| State St Russell All Cap® Indx SL Cl I | 14.77 | 14.76 |
| State St US Ttl Mkt Indx NL Cl A | 0.00 | 14.71 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| BNY Mellon EB DV Dynamic U.S. Equity | 16.65 | 16.20 |
| Blackrock Russ 1000 Alpha Tilts CF | 14.29 | 14.29 |
| Blackrock Alpha Tilts Fund CF | 14.21 | 14.21 |
| Blackrock Alpha Advantage 3000 | 14.01 | 14.01 |
| Amalgamated Bank LongView Quant. LC CF | 14.29 | 13.95 |
| Amalgamated Bank LongView LC Qtv VEBA Fd | 14.09 | 13.75 |
| Blackrock Eq Idx Fund CF | 13.48 | 13.48 |
| State St S&P 500® Indx SL Cl I | 0.00 | 13.42 |
| State St S&P 500® Indx NL Cl A | 0.00 | 13.42 |
| IBEW-NECA EQUITY INDEX FUND | 13.41 | 13.39 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| The Boston US Small-Mid Cap Opp Val EB | 18.17 | 17.12 |
| Blackrock Extended Mkt Fund CF | 16.98 | 16.98 |
| State St Russell Sm/Mid Cp® Indx SL Cl I | 9.73 | 16.94 |
| State St Russell Sm/Mid Cp® Indx NL Cl A | 0.00 | 16.81 |
| Blackrock Russ 3000 Alpha Tilts CF | 16.41 | 16.41 |
| Blackrock US Eq Mkt Fund CF | 14.83 | 14.83 |
| State St S&P MidCap® Indx SL Cl I | 13.54 | 13.54 |
| State St S&P MidCap® Indx NL Cl A | 13.50 | 13.49 |
| RhumbLine S&P 400 Mid-Cap Pooled Index | 13.48 | 13.48 |
| State St S&P Mid Cap® Indx NL Cl C | 13.46 | 13.44 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock Russ 3000 Alpha Tilts CF | 14.22 | 14.22 |
| Blackrock US Eq Mkt Fund CF | 13.34 | 13.34 |
| State St Russell Sm/Mid Cp® Indx SL Cl I | 16.37 | 12.88 |
| State St Russell Sm/Mid Cp® Indx NL Cl A | 0.00 | 12.73 |
| State St S&P MidCap® Indx SL Cl I | 0.00 | 12.73 |
| State St S&P MidCap® Indx NL Cl A | 0.00 | 12.68 |
| RhumbLine S&P 400 Mid-Cap Pooled Index | 12.66 | 12.66 |
| State St S&P Mid Cap® Indx NL Cl C | 0.00 | 12.63 |
| BNY Mellon EB DV Non-SL Mid Cap SIF | 12.68 | 12.63 |
| State St S&P Midcap® Indx SL Cl II | 0.00 | 12.62 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Amalgamated Bank LongView 600 SC Idx CF | 20.46 | 20.40 |
| Wellington CIF II Small Cap Opps | 21.27 | 20.36 |
| RhumbLine S&P 600 Sm-Cap Pooled Index | 18.86 | 18.86 |
| RAM Small-Cap Trust | 19.92 | 18.74 |
| State St Russell Sm Cap® Indx SL Cl I | 4.14 | 17.86 |
| State St US Sm Cap Enhanced SL Cl I | 0.00 | 17.70 |
| State St Russell Sm Cap® Indx NL Cl S | 17.62 | 17.60 |
| Rothschild U.S. Small-Cap Core CIT Fund | 16.86 | 15.99 |
| Rothschild U.S. Small-Cap Core CIT Cl 1 | 16.82 | 15.83 |
| Invesco US Quantitative Small Core Trust | 14.42 | 13.59 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Small Cap Opps | 16.19 | 15.24 |
| Amalgamated Bank LongView 600 SC Idx CF | 14.55 | 14.50 |
| RhumbLine S&P 600 Sm-Cap Pooled Index | 14.30 | 14.30 |
| Rothschild U.S. Small/Mid-Cap Core Cl 2 | 14.14 | 13.29 |
| Rothschild U.S. Small/Mid-Cap Core Cl 1 | 0.00 | 13.17 |
| State St US Sm Cap Enhanced SL Cl I | 0.00 | 12.97 |
| RAM Small-Cap Trust | 14.99 | 12.89 |
| State St Russell Sm Cap® Indx SL Cl I | 14.50 | 12.73 |
| State St Russell Sm Cap® Indx NL Cl S | 0.00 | 12.45 |
| RAM Small/Mid-Cap Fund LLC | 14.01 | 11.99 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Wellington CIF II Growth S1 | 29.94 | 29.20 |
| CastleArk Large Cap Growth 1 | 29.54 | 28.89 |
| Alger Capital Appreciation Series CF R1 | 25.38 | 24.57 |
| PGI CIT Blue Chip Equity Fund | 24.81 | 24.08 |
| Alger Collective Trust Spectra Series R1 | 24.71 | 23.94 |
| BlackRock Russell 1000® Growth R | 22.46 | 22.40 |
| American Century US Lg Cp Grwth Eq Tr 1 | 22.75 | 22.06 |
| Wellington CIF II Diversified Growth S1 | 22.59 | 21.95 |
| The Boston US Large Cap Growth EB | 22.56 | 21.90 |
| Eaton Vance EB Large Cap Growth I | 22.09 | 21.50 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Growth S1 | 18.83 | 18.18 |
| BlackRock Russell 1000® Growth R | 0.00 | 16.33 |
| Eaton Vance EB Large Cap Growth I | 16.93 | 16.21 |
| Blackrock Eq Gr Fund CF | 15.92 | 15.92 |
| American Century US Lg Cp Grwth Eq Tr 1 | 16.07 | 15.41 |
| Wellington CIF II Diversified Growth S1 | 15.58 | 14.94 |
| The Boston US Large Cap Growth EB | 15.27 | 14.74 |
| FIAM U.S. Total Market Equity CF | 15.09 | 14.52 |
| Wellington CIF US Research Equity | 14.66 | 13.98 |
| Macquarie Large Cap Growth (CIT 60) | 14.14 | 13.42 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Macquarie SMID Cap Growth (CIT 80) | 30.50 | 29.50 |
| CastleArk Small Company Growth CIT | 21.52 | 20.70 |
| Wellington CIF II MdCap Opportunities S2 | 20.24 | 19.71 |
| WTC-CIF II Mid Cap Opportunities S3 | 20.24 | 19.54 |
| Wellington CIF II MdCap Opportunities S1 | 20.35 | 19.47 |
| Champlain Mid Cap Collective Fund 5 | 18.65 | 17.77 |
| Champlain Mid Cap Collective Fund | 18.68 | 17.61 |
| Champlain Mid Cap Fund, LLC | 18.52 | 17.55 |
| PGI CIT Mid-Cap Equity Fund A | 14.58 | 14.58 |
| PGI CIT Mid-Cap Equity Fund | 15.04 | 14.35 |
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 | 15.36 |
| Macquarie SMID Cap Growth (CIT 80) | 16.18 | 15.30 |
| Wellington CIF II MdCap Opportunities S2 | 15.75 | 15.21 |
| Champlain Mid Cap Fund, LLC | 16.11 | 15.15 |
| Wellington CIF II MdCap Opportunities S1 | 15.77 | 14.98 |
| PGI CIT Mid-Cap Equity Fund A | 14.04 | 14.04 |
| PGI CIT Mid-Cap Equity Fund | 14.50 | 13.82 |
| FIAM Small/Mid Cap Core Pool | 12.78 | 12.05 |
| CastleArk Small Company Growth CIT | 0.00 | 0.00 |
| Champlain Mid Cap Collective Fund 5 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Frontegra Small Cap Core Fund | 22.51 | 21.74 |
| Champlain Small Company Fund, LLC | 21.11 | 19.97 |
| The Boston Small Cap Opp Val Eq Mgt CF | 20.71 | 19.52 |
| FIAM Small Cap Core Class B | 17.23 | 16.51 |
| FIAM Small Cap Core Class O | 17.16 | 16.44 |
| FIAM Small Cap Core Class D | 17.15 | 16.34 |
| FIAM Small Cap Core Pool | 17.18 | 16.25 |
| Wellington CIF II Small Cap 2000 S1 | 16.96 | 16.03 |
| FIAM Small Company Pool | 16.18 | 15.27 |
| Voya Small Cap Growth Trust | 15.56 | 14.65 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Champlain Small Company Fund, LLC | 15.70 | 14.57 |
| Wellington CIF II Small Cap 2000 S1 | 15.26 | 14.30 |
| Frontegra Small Cap Core Fund | 14.35 | 13.62 |
| FIAM Small Cap Core Class B | 14.07 | 13.37 |
| FIAM Small Cap Core Class O | 14.04 | 13.33 |
| FIAM Small Cap Core Class D | 14.03 | 13.24 |
| FIAM Small Cap Core Pool | 14.03 | 13.13 |
| The Boston Small Cap Opp Val Eq Mgt CF | 14.04 | 12.91 |
| FIAM Small Company Pool | 13.75 | 12.85 |
| Voya Small Cap Growth Trust | 13.28 | 12.38 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Invesco US Quantitative Core Trust | 19.87 | 19.21 |
| Macquarie Large Cap Value Trust (CIT 55) | 12.93 | 12.36 |
| Macquarie Large Cap Value Trust 50 | 0.00 | 12.36 |
| The Boston US Dynamic Large Cap Value CF | 12.08 | 11.47 |
| DePrince, Race & Zollo, Lg-Cap Val CIT | 9.75 | 9.10 |
| Wellington CIF II Quality Value S1 | 8.30 | 7.70 |
| Blackrock Eq Val Fund CF | 7.63 | 7.63 |
| AB US Strategic Value - CIT V | 8.72 | 7.37 |
| Blackrock Russ 1000 Val Idx CF | 6.88 | 6.88 |
| BlackRock Russell 1000® Value R | 6.87 | 6.82 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| Invesco US Quantitative Core Trust | 12.29 | 11.70 |
| The Boston US Dynamic Large Cap Value CF | 12.37 | 11.67 |
| Macquarie Large Cap Value Trust (CIT 55) | 12.02 | 11.45 |
| Macquarie Large Cap Value Trust 50 | 0.00 | 11.45 |
| Beutel Goodman American Equity Fund | 12.01 | 11.35 |
| Blackrock Russ 1000 Val Idx CF | 10.44 | 10.44 |
| BlackRock Russell 1000® Value R | 0.00 | 10.39 |
| Wellington CIF II Quality Value S1 | 10.86 | 10.24 |
| DePrince, Race & Zollo, Lg-Cap Val CIT | 10.47 | 9.81 |
| AB US Strategic Value - CIT V | 11.17 | 9.78 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 1 year gross return | 1 year net return |
|---|---|---|
| Speece Thorson Value Fund | 11.10 | 10.03 |
| American Century US Mid Cap Value Eq Tr | 7.44 | 6.77 |
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 | 12.92 | 12.22 |
| Speece Thorson Value Fund | 10.20 | 9.14 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| Brandywine Institutional Small Cap BIT | 41.63 | 40.27 |
| Brandywine Diversified Small Cap GT | 19.66 | 18.74 |
| Brandywine Diversified Small Cap BIT | 19.57 | 18.64 |
| Invesco US Quantitative Sm Value Trust | 0.00 | 14.71 |
| Brandywine Diversified Sm Cap Select BIT | 13.88 | 12.99 |
| American Century US Small Cap Val Eq Tr | 12.51 | 11.56 |
| PGI CIT SMID Cap Value Equity Fund | 8.81 | 8.03 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Brandywine Diversified Small Cap BIT | 14.57 | 13.67 |
| Brandywine Diversified Small Cap GT | 14.50 | 13.60 |
| Brandywine Institutional Small Cap BIT | 13.81 | 12.69 |
| Brandywine Diversified Sm Cap Select BIT | 13.04 | 12.15 |
| American Century US Small Cap Val Eq Tr | 13.02 | 12.06 |
| PGI CIT SMID Cap Value Equity Fund | 12.55 | 11.63 |
| Invesco US Quantitative Sm Value Trust | 0.00 | 11.54 |
Source: Morningstar Separate Account/CIT Fund Database
| Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| Washington Capital Mgt Real Estate Eq | 8.20 | 7.13 |
| Invesco US REITs Trust | 0.00 | 5.23 |
| Cohen & Steers U.S. Realty CIT Class A | 5.39 | 4.71 |
| Blackrock US Real Estate Sec Idx | 4.27 | 4.27 |
| American Century U.S. Real Estate Sec Tr | 4.44 | 3.71 |
| AEW Real Estate Securities Divers Trust | 4.00 | 3.38 |
| FIAM U.S. Real Estate Invest Tr CIT | 3.36 | 2.74 |
Source: Morningstar Separate Account/CIT Fund Database
| Real Estate | 5 year gross return | 5 year net return |
|---|---|---|
| Washington Capital Mgt Real Estate Eq | 11.98 | 10.88 |
| Invesco US REITs Trust | 0.00 | 8.34 |
| Blackrock US Real Estate Sec Idx | 8.27 | 8.27 |
| AEW Real Estate Securities Divers Trust | 8.91 | 8.24 |
| FIAM U.S. Real Estate Invest Tr CIT | 8.80 | 8.16 |
| Cohen & Steers U.S. Realty CIT Class A | 0.00 | 0.00 |
| American Century U.S. Real Estate Sec Tr | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Aggressive Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| BCM DynamicBelay Growth (QDIA) | 8.45 | 6.89 |
| American Century US Value Yield Eq Tr 2 | 6.80 | 6.39 |
| American Century US Value Yield Eq Tr 1 | 6.79 | 6.17 |
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 | 11.43 | 11.00 |
| American Century US Value Yield Eq Tr 1 | 11.42 | 10.79 |
| BCM DynamicBelay Growth (QDIA) | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Bank Loan | 1 year gross return | 1 year net return |
|---|---|---|
| Shenkman Capital Mgt High Yld Bank Loan | 4.57 | 3.99 |
| Voya Senior Loan Trust | 4.45 | 3.98 |
Source: Morningstar Separate Account/CIT Fund Database
| Bank Loan | 5 year gross return | 5 year net return |
|---|---|---|
| Voya Senior Loan Trust | 4.34 | 3.87 |
| 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 | 41.63 | 40.27 |
| Brandywine Diversified Small Cap GT | 19.66 | 18.74 |
| Brandywine Diversified Small Cap BIT | 19.57 | 18.64 |
| Invesco US Quantitative Sm Value Trust | 0.00 | 14.71 |
| Brandywine Diversified Sm Cap Select BIT | 13.88 | 12.99 |
| American Century US Small Cap Val Eq Tr | 12.51 | 11.56 |
| PGI CIT SMID Cap Value Equity Fund | 8.81 | 8.03 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| Brandywine Diversified Small Cap BIT | 14.57 | 13.67 |
| Brandywine Diversified Small Cap GT | 14.50 | 13.60 |
| Brandywine Institutional Small Cap BIT | 13.81 | 12.69 |
| Brandywine Diversified Sm Cap Select BIT | 13.04 | 12.15 |
| American Century US Small Cap Val Eq Tr | 13.02 | 12.06 |
| PGI CIT SMID Cap Value Equity Fund | 12.55 | 11.63 |
| Invesco US Quantitative Sm Value Trust | 0.00 | 11.54 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 1 year gross return | 1 year net return |
|---|---|---|
| Speece Thorson Value Fund | 11.10 | 10.03 |
| American Century US Mid Cap Value Eq Tr | 7.44 | 6.77 |
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 | 12.92 | 12.22 |
| Speece Thorson Value Fund | 10.20 | 9.14 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Invesco US Quantitative Core Trust | 19.87 | 19.21 |
| Macquarie Large Cap Value Trust (CIT 55) | 12.93 | 12.36 |
| Macquarie Large Cap Value Trust 50 | 0.00 | 12.36 |
| The Boston US Dynamic Large Cap Value CF | 12.08 | 11.47 |
| DePrince, Race & Zollo, Lg-Cap Val CIT | 9.75 | 9.10 |
| Wellington CIF II Quality Value S1 | 8.30 | 7.70 |
| Blackrock Eq Val Fund CF | 7.63 | 7.63 |
| AB US Strategic Value - CIT V | 8.72 | 7.37 |
| Blackrock Russ 1000 Val Idx CF | 6.88 | 6.88 |
| BlackRock Russell 1000® Value R | 6.87 | 6.82 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| Invesco US Quantitative Core Trust | 12.29 | 11.70 |
| The Boston US Dynamic Large Cap Value CF | 12.37 | 11.67 |
| Macquarie Large Cap Value Trust (CIT 55) | 12.02 | 11.45 |
| Macquarie Large Cap Value Trust 50 | 0.00 | 11.45 |
| Beutel Goodman American Equity Fund | 12.01 | 11.35 |
| Blackrock Russ 1000 Val Idx CF | 10.44 | 10.44 |
| BlackRock Russell 1000® Value R | 0.00 | 10.39 |
| Wellington CIF II Quality Value S1 | 10.86 | 10.24 |
| DePrince, Race & Zollo, Lg-Cap Val CIT | 10.47 | 9.81 |
| AB US Strategic Value - CIT V | 11.17 | 9.78 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Frontegra Small Cap Core Fund | 22.51 | 21.74 |
| Champlain Small Company Fund, LLC | 21.11 | 19.97 |
| The Boston Small Cap Opp Val Eq Mgt CF | 20.71 | 19.52 |
| FIAM Small Cap Core Class B | 17.23 | 16.51 |
| FIAM Small Cap Core Class O | 17.16 | 16.44 |
| FIAM Small Cap Core Class D | 17.15 | 16.34 |
| FIAM Small Cap Core Pool | 17.18 | 16.25 |
| Wellington CIF II Small Cap 2000 S1 | 16.96 | 16.03 |
| FIAM Small Company Pool | 16.18 | 15.27 |
| Voya Small Cap Growth Trust | 15.56 | 14.65 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Champlain Small Company Fund, LLC | 15.70 | 14.57 |
| Wellington CIF II Small Cap 2000 S1 | 15.26 | 14.30 |
| Frontegra Small Cap Core Fund | 14.35 | 13.62 |
| FIAM Small Cap Core Class B | 14.07 | 13.37 |
| FIAM Small Cap Core Class O | 14.04 | 13.33 |
| FIAM Small Cap Core Class D | 14.03 | 13.24 |
| FIAM Small Cap Core Pool | 14.03 | 13.13 |
| The Boston Small Cap Opp Val Eq Mgt CF | 14.04 | 12.91 |
| FIAM Small Company Pool | 13.75 | 12.85 |
| Voya Small Cap Growth Trust | 13.28 | 12.38 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Macquarie SMID Cap Growth (CIT 80) | 30.50 | 29.50 |
| CastleArk Small Company Growth CIT | 21.52 | 20.70 |
| Wellington CIF II MdCap Opportunities S2 | 20.24 | 19.71 |
| WTC-CIF II Mid Cap Opportunities S3 | 20.24 | 19.54 |
| Wellington CIF II MdCap Opportunities S1 | 20.35 | 19.47 |
| Champlain Mid Cap Collective Fund 5 | 18.65 | 17.77 |
| Champlain Mid Cap Collective Fund | 18.68 | 17.61 |
| Champlain Mid Cap Fund, LLC | 18.52 | 17.55 |
| PGI CIT Mid-Cap Equity Fund A | 14.58 | 14.58 |
| PGI CIT Mid-Cap Equity Fund | 15.04 | 14.35 |
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 | 15.36 |
| Macquarie SMID Cap Growth (CIT 80) | 16.18 | 15.30 |
| Wellington CIF II MdCap Opportunities S2 | 15.75 | 15.21 |
| Champlain Mid Cap Fund, LLC | 16.11 | 15.15 |
| Wellington CIF II MdCap Opportunities S1 | 15.77 | 14.98 |
| PGI CIT Mid-Cap Equity Fund A | 14.04 | 14.04 |
| PGI CIT Mid-Cap Equity Fund | 14.50 | 13.82 |
| FIAM Small/Mid Cap Core Pool | 12.78 | 12.05 |
| CastleArk Small Company Growth CIT | 0.00 | 0.00 |
| Champlain Mid Cap Collective Fund 5 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Wellington CIF II Growth S1 | 29.94 | 29.20 |
| CastleArk Large Cap Growth 1 | 29.54 | 28.89 |
| Alger Capital Appreciation Series CF R1 | 25.38 | 24.57 |
| PGI CIT Blue Chip Equity Fund | 24.81 | 24.08 |
| Alger Collective Trust Spectra Series R1 | 24.71 | 23.94 |
| BlackRock Russell 1000® Growth R | 22.46 | 22.40 |
| American Century US Lg Cp Grwth Eq Tr 1 | 22.75 | 22.06 |
| Wellington CIF II Diversified Growth S1 | 22.59 | 21.95 |
| The Boston US Large Cap Growth EB | 22.56 | 21.90 |
| Eaton Vance EB Large Cap Growth I | 22.09 | 21.50 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Growth S1 | 18.83 | 18.18 |
| BlackRock Russell 1000® Growth R | 0.00 | 16.33 |
| Eaton Vance EB Large Cap Growth I | 16.93 | 16.21 |
| Blackrock Eq Gr Fund CF | 15.92 | 15.92 |
| American Century US Lg Cp Grwth Eq Tr 1 | 16.07 | 15.41 |
| Wellington CIF II Diversified Growth S1 | 15.58 | 14.94 |
| The Boston US Large Cap Growth EB | 15.27 | 14.74 |
| FIAM U.S. Total Market Equity CF | 15.09 | 14.52 |
| Wellington CIF US Research Equity | 14.66 | 13.98 |
| Macquarie Large Cap Growth (CIT 60) | 14.14 | 13.42 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Amalgamated Bank LongView 600 SC Idx CF | 20.46 | 20.40 |
| Wellington CIF II Small Cap Opps | 21.27 | 20.36 |
| RhumbLine S&P 600 Sm-Cap Pooled Index | 18.86 | 18.86 |
| RAM Small-Cap Trust | 19.92 | 18.74 |
| State St Russell Sm Cap® Indx SL Cl I | 4.14 | 17.86 |
| State St US Sm Cap Enhanced SL Cl I | 0.00 | 17.70 |
| State St Russell Sm Cap® Indx NL Cl S | 17.62 | 17.60 |
| Rothschild U.S. Small-Cap Core CIT Fund | 16.86 | 15.99 |
| Rothschild U.S. Small-Cap Core CIT Cl 1 | 16.82 | 15.83 |
| Invesco US Quantitative Small Core Trust | 14.42 | 13.59 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Small Cap Opps | 16.19 | 15.24 |
| Amalgamated Bank LongView 600 SC Idx CF | 14.55 | 14.50 |
| RhumbLine S&P 600 Sm-Cap Pooled Index | 14.30 | 14.30 |
| Rothschild U.S. Small/Mid-Cap Core Cl 2 | 14.14 | 13.29 |
| Rothschild U.S. Small/Mid-Cap Core Cl 1 | 0.00 | 13.17 |
| State St US Sm Cap Enhanced SL Cl I | 0.00 | 12.97 |
| RAM Small-Cap Trust | 14.99 | 12.89 |
| State St Russell Sm Cap® Indx SL Cl I | 14.50 | 12.73 |
| State St Russell Sm Cap® Indx NL Cl S | 0.00 | 12.45 |
| RAM Small/Mid-Cap Fund LLC | 14.01 | 11.99 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| The Boston US Small-Mid Cap Opp Val EB | 18.17 | 17.12 |
| Blackrock Extended Mkt Fund CF | 16.98 | 16.98 |
| State St Russell Sm/Mid Cp® Indx SL Cl I | 9.73 | 16.94 |
| State St Russell Sm/Mid Cp® Indx NL Cl A | 0.00 | 16.81 |
| Blackrock Russ 3000 Alpha Tilts CF | 16.41 | 16.41 |
| Blackrock US Eq Mkt Fund CF | 14.83 | 14.83 |
| State St S&P MidCap® Indx SL Cl I | 13.54 | 13.54 |
| State St S&P MidCap® Indx NL Cl A | 13.50 | 13.49 |
| RhumbLine S&P 400 Mid-Cap Pooled Index | 13.48 | 13.48 |
| State St S&P Mid Cap® Indx NL Cl C | 13.46 | 13.44 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock Russ 3000 Alpha Tilts CF | 14.22 | 14.22 |
| Blackrock US Eq Mkt Fund CF | 13.34 | 13.34 |
| State St Russell Sm/Mid Cp® Indx SL Cl I | 16.37 | 12.88 |
| State St Russell Sm/Mid Cp® Indx NL Cl A | 0.00 | 12.73 |
| State St S&P MidCap® Indx SL Cl I | 0.00 | 12.73 |
| State St S&P MidCap® Indx NL Cl A | 0.00 | 12.68 |
| RhumbLine S&P 400 Mid-Cap Pooled Index | 12.66 | 12.66 |
| State St S&P Mid Cap® Indx NL Cl C | 0.00 | 12.63 |
| BNY Mellon EB DV Non-SL Mid Cap SIF | 12.68 | 12.63 |
| State St S&P Midcap® Indx SL Cl II | 0.00 | 12.62 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Blackrock Alpha Advantage 3000 | 16.94 | 16.94 |
| Blackrock Alpha Tilts Fund CF | 16.57 | 16.57 |
| Blackrock Russ 1000 Alpha Tilts CF | 16.41 | 16.41 |
| BNY Mellon EB DV Dynamic U.S. Equity | 16.65 | 16.23 |
| Amalgamated Bank LongView Quant. LC CF | 16.32 | 15.98 |
| FIAM Quantitative Large Cap Core Pool | 16.71 | 15.91 |
| Amalgamated Bank LongView LC Qtv VEBA Fd | 16.20 | 15.86 |
| RhumbLine Russell 1000 Pooled Index | 14.80 | 14.80 |
| State St Russell All Cap® Indx SL Cl I | 14.77 | 14.76 |
| State St US Ttl Mkt Indx NL Cl A | 0.00 | 14.71 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| BNY Mellon EB DV Dynamic U.S. Equity | 16.65 | 16.20 |
| Blackrock Russ 1000 Alpha Tilts CF | 14.29 | 14.29 |
| Blackrock Alpha Tilts Fund CF | 14.21 | 14.21 |
| Blackrock Alpha Advantage 3000 | 14.01 | 14.01 |
| Amalgamated Bank LongView Quant. LC CF | 14.29 | 13.95 |
| Amalgamated Bank LongView LC Qtv VEBA Fd | 14.09 | 13.75 |
| Blackrock Eq Idx Fund CF | 13.48 | 13.48 |
| State St S&P 500® Indx SL Cl I | 0.00 | 13.42 |
| State St S&P 500® Indx NL Cl A | 0.00 | 13.42 |
| IBEW-NECA EQUITY INDEX FUND | 13.41 | 13.39 |
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
| Leveraged Net Long | 1 year gross return | 1 year net return |
|---|---|---|
| WellsCap Analytic Core Eq Plus (SP500) | 14.38 | 13.86 |
Source: Morningstar Separate Account/CIT Fund Database
| Leveraged Net Long | 5 year gross return | 5 year net return |
|---|---|---|
| WellsCap Analytic Core Eq Plus (SP500) | 13.08 | 12.56 |
Source: Morningstar Separate Account/CIT Fund Database
| World Stock | 1 year gross return | 1 year net return |
|---|---|---|
| Hardman Johnston Glb Equity Group Trust | 23.36 | 22.63 |
| American Century Glbl Grwth Eq Tr Tier 2 | 16.78 | 16.10 |
| Manning & Napier Global Equity CIT CL Z | 15.34 | 15.34 |
| Wellington CIF Global Research Equity | 12.48 | 11.65 |
| FIAM Select Global CIT | 11.03 | 10.26 |
| Wellington CIF II Global Equities | 9.90 | 9.50 |
| FIAM Global Low Volatility Eq Pool | 9.11 | 8.84 |
| Brandywine Quant Global Value Eq BIT | 9.22 | 8.20 |
| Wellington CIF Global Value | 8.58 | 7.78 |
| Wellington CIF Unconstrained Themes | 8.52 | 7.68 |
Source: Morningstar Separate Account/CIT Fund Database
| World Stock | 5 year gross return | 5 year net return |
|---|---|---|
| Hardman Johnston Glb Equity Group Trust | 16.27 | 15.55 |
| Thornburg Global Equity Income Fund CIT | 12.45 | 11.73 |
| Wellington CIF Global Research Equity | 12.27 | 11.44 |
| American Century Glbl Grwth Eq Tr Tier 2 | 11.79 | 11.14 |
| Manning & Napier Global Equity CIT CL Z | 10.68 | 10.68 |
| Wellington CIF Unconstrained Themes | 10.79 | 9.74 |
| Wellington CIF II Global Equities | 9.63 | 9.42 |
| FIAM Select Global CIT | 10.03 | 9.26 |
| Wellington CIF Global Contrarian Equity | 10.12 | 9.14 |
| Brandywine Quant Global Value Eq BIT | 9.78 | 8.76 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Beutel Goodman International Equity Fund | 8.40 | 7.61 |
| Pictet International Equity Fund LLC | 7.26 | 6.36 |
| LongView Intl. Value Eq Coll Fund | 6.47 | 5.68 |
| LSV Asset Mgt Intl Lg Cap Val Eq Trust | 5.32 | 4.56 |
| Mondrian International Eq CIT | 0.00 | 4.13 |
| Macquarie Intl Value Equity (CIT 70) | 2.31 | 1.59 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| Pictet International Equity Fund LLC | 8.30 | 7.39 |
| LSV Asset Mgt Intl Lg Cap Val Eq Trust | 7.99 | 7.22 |
| Macquarie Intl Value Equity (CIT 70) | 6.62 | 5.88 |
| Beutel Goodman International Equity Fund | 5.93 | 5.15 |
| LongView Intl. Value Eq Coll Fund | 5.86 | 5.04 |
| Mondrian International Eq CIT | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Gryphon International EAFE Growth Fd-CIT | 12.36 | 11.53 |
| Blackrock Curr Hedged EAFE Idx CF | 8.33 | 8.33 |
| Blackrock Intl Alpha Tilt CF | 8.27 | 8.27 |
| The Boston International CF | 9.00 | 8.14 |
| State St Gbl All Cp Eq ex-US Idx NL Cl A | 0.00 | 8.00 |
| BNY Mellon EB DV Non-SL ACWI ex-US | 7.74 | 7.63 |
| BNY Mellon EB DV Intl Stk Index | 7.48 | 7.41 |
| Blackrock EAFE Eq Idx Fund CF | 7.32 | 7.32 |
| BNY Mellon EB DL ACWI ex-US | 7.39 | 7.23 |
| State St Intl Indx SL Cl I | 7.21 | 7.20 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock Curr Hedged EAFE Idx CF | 9.81 | 9.81 |
| Blackrock Intl Alpha Tilt CF | 9.16 | 9.16 |
| Gryphon International EAFE Growth Fd-CIT | 8.41 | 7.61 |
| The Boston International CF | 7.87 | 7.01 |
| Blackrock EAFE Eq Idx Fund CF | 6.83 | 6.83 |
| QMA International Core Equity Fund | 7.42 | 6.83 |
| State St Intl Indx SL Cl I | 0.00 | 6.78 |
| AQR International Equity World ex US | 7.45 | 6.76 |
| State St Intl Indx NL Cl A | 0.00 | 6.74 |
| BNY Mellon EB DV Intl Stk Index | 6.80 | 6.70 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Hardman Johnston Intl Equity Group Trust | 14.93 | 14.37 |
| Capital Group Int'l Equity DB Fund | 13.84 | 13.05 |
| Capital Group Intl All Countries Eq DB | 13.82 | 13.03 |
| MFS® Heritage International Growth 02 | 13.36 | 12.93 |
| Capital Group Intl All Countries Eq DC-T | 13.72 | 12.93 |
| Capital Group Int‘l Equity DC Unit T | 13.20 | 12.42 |
| William Blair International Growth CIT | 12.62 | 11.87 |
| Vontobel International Equity CIT | 7.27 | 6.56 |
| FIAM International Growth Pool | 7.08 | 6.34 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Hardman Johnston Intl Equity Group Trust | 10.78 | 10.06 |
| MFS® Heritage International Growth 02 | 9.30 | 8.89 |
| Capital Group Int‘l Equity DC Unit T | 8.43 | 7.68 |
| Capital Group Intl All Countries Eq DB | 8.40 | 7.64 |
| Capital Group Int'l Equity DB Fund | 8.40 | 7.63 |
| Capital Group Intl All Countries Eq DC-T | 8.32 | 7.57 |
| William Blair International Growth CIT | 8.26 | 7.42 |
| Vontobel International Equity CIT | 7.44 | 6.76 |
| FIAM International Growth Pool | 6.49 | 5.75 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Value | 1 year gross return | 1 year net return |
|---|---|---|
| Segall B & H Intl Sml Cap Founders | 5.63 | 4.73 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Value | 5 year gross return | 5 year net return |
|---|---|---|
| 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 | 23.01 | 22.32 |
| Rainier Small Cap International Equity L | 23.22 | 22.15 |
| Rainier Small Cap International Equity A | 23.08 | 21.80 |
| FIAM Concentrated Intl Small Cap CIT | 8.72 | 7.75 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Rainier Small Cap International Equity L | 15.51 | 14.51 |
| Rainier Small Cap International Equity A | 0.00 | 14.22 |
| Rainier International Small Cap Equity | 15.02 | 14.19 |
| FIAM Concentrated Intl Small Cap CIT | 11.02 | 10.03 |
Source: Morningstar Separate Account/CIT Fund Database
| Europe Stock | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Europe Growth Pool | 3.69 | 2.97 |
Source: Morningstar Separate Account/CIT Fund Database
| Europe Stock | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Europe Growth Pool | 5.99 | 5.26 |
Source: Morningstar Separate Account/CIT Fund Database
| Pacific/Asia ex-Japan Stk | 1 year gross return | 1 year net return |
|---|---|---|
| NT MSCI AC Asia ex Japan-ND | 10.62 | 10.50 |
Source: Morningstar Separate Account/CIT Fund Database
| Pacific/Asia ex-Japan Stk | 5 year gross return | 5 year net return |
|---|---|---|
| NT MSCI AC Asia ex Japan-ND | 8.40 | 8.23 |
Source: Morningstar Separate Account/CIT Fund Database
| Diversified Emerging Mkts | 1 year gross return | 1 year net return |
|---|---|---|
| William Emerging Markets Growth CIT | 12.67 | 12.48 |
| NB Emerging Mrkts Equity Trust Cl III | 11.16 | 10.00 |
| NB Emerging Mrkts Equity Trust Cl I | 0.00 | 9.77 |
| Trilogy Emerging Markets Fund | 10.76 | 9.64 |
| Segall Bryant & Hamill EM Sm Cp Tr Fdrs | 10.10 | 9.28 |
| FIAM Select Emerging Markets Class A | 9.44 | 8.68 |
| LMCG Emerging Markets Small Cap Fd 1 | 9.35 | 8.67 |
| State St Emg Mkts Indx NL Cl A | 0.00 | 8.10 |
| Blackrock MSCI Emg Mrkt Free Idx | 8.10 | 8.10 |
| BNY Mellon Emerging Markets SIF UC1 | 8.10 | 7.95 |
Source: Morningstar Separate Account/CIT Fund Database
| Diversified Emerging Mkts | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Select Emerging Markets Class A | 8.32 | 7.57 |
| William Emerging Markets Growth CIT | 7.40 | 6.51 |
| State St Actv Emg Mkts NL Cl A | 0.00 | 5.36 |
| State St Emg Mkts Indx NL Cl A | 0.00 | 4.88 |
| FIAM Emerging Markets All Cap Pl | 4.68 | 4.68 |
| EARNEST Partners Emerging Markets Fund | 5.35 | 4.30 |
| Templeton Intl Emg Mkt CF | 5.39 | 4.19 |
| LSV Asset Mgt Emg Mkts Val Eq Fund LP | 5.11 | 4.10 |
| Parametric Emerging Markets Equity (CIT) | 3.94 | 3.35 |
| LMCG Emerging Markets Collective 1 | 3.77 | 3.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| Blackrock Ex-US Real Estate Idx | 9.62 | 9.62 |
| RREEF Global Real Estate Sec Cmgld Fund | 7.70 | 7.70 |
| AEW Gl Property Secs Master Tr-DC Plan B | 7.55 | 7.12 |
| AEW Gl Property Secs Master Tr-DC Plan A | 7.49 | 7.01 |
| RREEF Global Real Estate Sec CF-A | 6.96 | 6.96 |
| Invesco Global REITs Trust | 0.00 | 6.79 |
| Cohen & Steers Global Realty CIT | 6.62 | 5.82 |
| Voya Global Real Estate | 5.28 | 4.33 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Real Estate | 5 year gross return | 5 year net return |
|---|---|---|
| RREEF Global Real Estate Sec Cmgld Fund | 7.47 | 7.46 |
| AEW Gl Property Secs Master Tr-DC Plan B | 0.00 | 7.15 |
| AEW Gl Property Secs Master Tr-DC Plan A | 7.58 | 7.08 |
| RREEF Global Real Estate Sec CF-A | 6.68 | 6.68 |
| Invesco Global REITs Trust | 0.00 | 5.99 |
| Voya Global Real Estate | 5.58 | 4.71 |
| 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 |
|---|---|---|
| PIMCO Global Advantage Strategy CIT II | 2.24 | 1.66 |
| PIMCO Global Advantage Strategy III CIT | 2.31 | 1.59 |
| Franklin Templeton Global Bond Plus (CF) | -1.05 | -1.60 |
| Brandywine Global Fixed Income BGIMT | -8.46 | -8.88 |
| Brandywine Global Fixed Income BIT | -8.60 | -9.11 |
| Brandywine Global Fixed Income GT | -8.78 | -9.27 |
| Brandywine International Fixed Inc BIT | -10.03 | -10.53 |
| Brandywine Global Opportun Fxd BGIMT | -10.33 | -10.83 |
| Brandywine Intl Opportunistic Fxd BIT | -11.33 | -11.82 |
| Wellington CIF II World Bond S2 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| World Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Franklin Templeton Global Bond Plus (CF) | 2.24 | 1.73 |
| PIMCO Global Advantage Strategy CIT II | 1.95 | 1.37 |
| PIMCO Global Advantage Strategy III CIT | 1.97 | 1.25 |
| Brandywine Global Opportun Fxd BGIMT | 0.54 | 0.00 |
| Brandywine Global Fixed Income BIT | 0.10 | -0.44 |
| Brandywine Global Fixed Income BGIMT | -0.03 | -0.48 |
| Brandywine Global Fixed Income GT | 0.01 | -0.54 |
| Brandywine Intl Opportunistic Fxd BIT | -0.20 | -0.75 |
| Brandywine International Fixed Inc BIT | -0.95 | -1.50 |
| Wellington CIF II World Bond S2 | 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 | 9.18 | 8.34 |
| Wellington CIF II High Yield Bond S1 | 3.31 | 2.87 |
| Fort Washington High Yield Fixed Inc CF | 2.48 | 2.48 |
| Loomis Sayles HYCSV CIT | 2.61 | 2.10 |
| FIAM High Yield Core Institutional CF | 2.56 | 2.05 |
| Shenkman Capital Mgt Primus HighYield CF | 2.68 | 1.94 |
| Eaton Vance EB High Yield I | 2.47 | 1.92 |
| Brevis High Income Fund, L.P. | 2.66 | 1.88 |
| Capital Group Global High Yield FI DB Fd | 2.03 | 1.32 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| DDJ Total Return Credit I Composite | 9.03 | 7.63 |
| Eaton Vance EB High Yield I | 6.17 | 5.64 |
| Wellington CIF II High Yield Bond S1 | 5.64 | 5.20 |
| FIAM High Yield Core Institutional CF | 5.37 | 4.85 |
| Fort Washington High Yield Fixed Inc CF | 4.79 | 4.74 |
| Capital Group Global High Yield FI DB Fd | 4.44 | 3.72 |
| Loomis Sayles HYCSV CIT | 0.00 | 0.00 |
| Shenkman Capital Mgt Primus HighYield CF | 0.00 | 0.00 |
| Brevis High Income Fund, L.P. | 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 | 0.00 | -0.28 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 5 year gross return | 5 year net return |
|---|---|---|
| Diversified Ret Interm Govt/Credit Tr | 0.00 | 1.47 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Wellington CIF II Core Bond Plus | 0.65 | 0.64 |
| FIAM Core Plus Class F | 0.76 | 0.51 |
| FIAM Core Plus Class K | 0.76 | 0.46 |
| FIAM Core Plus Class E | 0.76 | 0.46 |
| FIAM Core Plus Pool | 0.75 | 0.45 |
| Wellington CIF II Core Bond Plus S1 | 0.64 | 0.37 |
| PIMCO Core Plus Bond | 0.37 | 0.00 |
| First Citizens Intermediate Bond Fund | 0.66 | -0.07 |
| Wellington CIF II Core Bond S1 | 0.17 | -0.10 |
| Invesco Intermediate Bond Trust | 0.00 | -0.22 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Invesco Core Plus Fixed Income Trust | 0.00 | 3.33 |
| FIAM Core Plus Class F | 3.58 | 3.32 |
| FIAM Core Plus Class E | 3.58 | 3.27 |
| FIAM Core Plus Class K | 3.57 | 3.26 |
| FIAM Core Plus Pool | 3.57 | 3.26 |
| Wellington CIF II Core Bond Plus | 3.29 | 3.17 |
| Wellington CIF II Core Bond S1 | 3.26 | 2.98 |
| Macquarie Diversified Income (CIT 45) | 3.09 | 2.65 |
| Blackrock US Debt Idx Fund CF | 2.38 | 2.38 |
| U.S. Debt Index Fund F | 2.37 | 2.37 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 1 year gross return | 1 year net return |
|---|---|---|
| Smith Breeden High Credit Qual Short Dur | 1.55 | 1.32 |
| 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 | 1.32 | 0.96 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 0.76 | 0.76 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Washington Capital Mgt Mortgage Inc CF | 4.05 | 3.38 |
| FIAM Short Duration Pool | 0.49 | 0.29 |
| Amalgamated Ultra Construction Loan | -1.90 | -2.88 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Washington Capital Mgt Mortgage Inc CF | 5.00 | 4.32 |
| Amalgamated Ultra Construction Loan | 5.33 | 4.29 |
| FIAM Short Duration Pool | 1.35 | 1.11 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Leveraged Loan Pool | 4.64 | 4.12 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Leveraged Loan Pool | 4.71 | 4.19 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Long U.S. Treasury STRIPS Pool | 1.14 | 0.99 |
| Blackrock 20+ Treas Bond Idx CF | 0.22 | 0.22 |
| Blackrock Long Govt Bond Idx Fund CF | 0.10 | 0.10 |
| State St US Lg Gov Bnd Indx SL Cl I | -6.43 | -0.07 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock 20+ Treas Bond Idx CF | 4.95 | 4.95 |
| State St US Lg Gov Bnd Indx SL Cl I | 0.00 | 4.59 |
| Blackrock Long Govt Bond Idx Fund CF | 3.66 | 3.66 |
| FIAM Long U.S. Treasury STRIPS Pool | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Long Duration CIT | -0.66 | -0.91 |
| Blackrock Long Corp Bond Idx CF | -1.24 | -1.24 |
| FIAM Long Corporate Pool | -1.25 | -1.50 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Long Corporate Pool | 5.80 | 5.53 |
| FIAM Long Duration CIT | 5.26 | 5.00 |
| 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 | 2.18 | 1.60 |
| Pioneer Multi-Sector F/I - T3 | 0.46 | 0.29 |
| Blackrock CoreActive Bond Fund | 0.13 | 0.13 |
| Pioneer Multi-Sector F/I - T2 | 0.52 | 0.07 |
| FIAM Broad Market Duration Pool | 0.29 | 0.04 |
| FIAM U.S. Bond Index Pool | -0.50 | -0.54 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Pioneer Multi-Sector F/I - T3 | 3.68 | 3.49 |
| Pioneer Multi-Sector F/I - T2 | 0.00 | 3.22 |
| FIAM Broad Market Duration Pool | 3.04 | 2.79 |
| Blackrock CoreActive Bond Fund | 2.72 | 2.72 |
| FIAM U.S. Bond Index Pool | 2.26 | 2.16 |
| 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 | 9.18 | 8.34 |
| Wellington CIF II High Yield Bond S1 | 3.31 | 2.87 |
| Fort Washington High Yield Fixed Inc CF | 2.48 | 2.48 |
| Loomis Sayles HYCSV CIT | 2.61 | 2.10 |
| FIAM High Yield Core Institutional CF | 2.56 | 2.05 |
| Shenkman Capital Mgt Primus HighYield CF | 2.68 | 1.94 |
| Eaton Vance EB High Yield I | 2.47 | 1.92 |
| Brevis High Income Fund, L.P. | 2.66 | 1.88 |
| Capital Group Global High Yield FI DB Fd | 2.03 | 1.32 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| DDJ Total Return Credit I Composite | 9.03 | 7.63 |
| Eaton Vance EB High Yield I | 6.17 | 5.64 |
| Wellington CIF II High Yield Bond S1 | 5.64 | 5.20 |
| FIAM High Yield Core Institutional CF | 5.37 | 4.85 |
| Fort Washington High Yield Fixed Inc CF | 4.79 | 4.74 |
| Capital Group Global High Yield FI DB Fd | 4.44 | 3.72 |
| Loomis Sayles HYCSV CIT | 0.00 | 0.00 |
| Shenkman Capital Mgt Primus HighYield CF | 0.00 | 0.00 |
| Brevis High Income Fund, L.P. | 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 | 0.00 | -0.28 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate Government | 5 year gross return | 5 year net return |
|---|---|---|
| Diversified Ret Interm Govt/Credit Tr | 0.00 | 1.47 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Wellington CIF II Core Bond Plus | 0.65 | 0.64 |
| FIAM Core Plus Class F | 0.76 | 0.51 |
| FIAM Core Plus Class K | 0.76 | 0.46 |
| FIAM Core Plus Class E | 0.76 | 0.46 |
| FIAM Core Plus Pool | 0.75 | 0.45 |
| Wellington CIF II Core Bond Plus S1 | 0.64 | 0.37 |
| PIMCO Core Plus Bond | 0.37 | 0.00 |
| First Citizens Intermediate Bond Fund | 0.66 | -0.07 |
| Wellington CIF II Core Bond S1 | 0.17 | -0.10 |
| Invesco Intermediate Bond Trust | 0.00 | -0.22 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Invesco Core Plus Fixed Income Trust | 0.00 | 3.33 |
| FIAM Core Plus Class F | 3.58 | 3.32 |
| FIAM Core Plus Class E | 3.58 | 3.27 |
| FIAM Core Plus Class K | 3.57 | 3.26 |
| FIAM Core Plus Pool | 3.57 | 3.26 |
| Wellington CIF II Core Bond Plus | 3.29 | 3.17 |
| Wellington CIF II Core Bond S1 | 3.26 | 2.98 |
| Macquarie Diversified Income (CIT 45) | 3.09 | 2.65 |
| Blackrock US Debt Idx Fund CF | 2.38 | 2.38 |
| U.S. Debt Index Fund F | 2.37 | 2.37 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 1 year gross return | 1 year net return |
|---|---|---|
| Smith Breeden High Credit Qual Short Dur | 1.55 | 1.32 |
| 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 | 1.32 | 0.96 |
| Blackrock 1-3 Yr Govt Bond Idx CF | 0.76 | 0.76 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Washington Capital Mgt Mortgage Inc CF | 4.05 | 3.38 |
| FIAM Short Duration Pool | 0.49 | 0.29 |
| Amalgamated Ultra Construction Loan | -1.90 | -2.88 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Washington Capital Mgt Mortgage Inc CF | 5.00 | 4.32 |
| Amalgamated Ultra Construction Loan | 5.33 | 4.29 |
| FIAM Short Duration Pool | 1.35 | 1.11 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Leveraged Loan Pool | 4.64 | 4.12 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Leveraged Loan Pool | 4.71 | 4.19 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Long U.S. Treasury STRIPS Pool | 1.14 | 0.99 |
| Blackrock 20+ Treas Bond Idx CF | 0.22 | 0.22 |
| Blackrock Long Govt Bond Idx Fund CF | 0.10 | 0.10 |
| State St US Lg Gov Bnd Indx SL Cl I | -6.43 | -0.07 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock 20+ Treas Bond Idx CF | 4.95 | 4.95 |
| State St US Lg Gov Bnd Indx SL Cl I | 0.00 | 4.59 |
| Blackrock Long Govt Bond Idx Fund CF | 3.66 | 3.66 |
| FIAM Long U.S. Treasury STRIPS Pool | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Long Duration CIT | -0.66 | -0.91 |
| Blackrock Long Corp Bond Idx CF | -1.24 | -1.24 |
| FIAM Long Corporate Pool | -1.25 | -1.50 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Long Corporate Pool | 5.80 | 5.53 |
| FIAM Long Duration CIT | 5.26 | 5.00 |
| 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 | 2.18 | 1.60 |
| Pioneer Multi-Sector F/I - T3 | 0.46 | 0.29 |
| Blackrock CoreActive Bond Fund | 0.13 | 0.13 |
| Pioneer Multi-Sector F/I - T2 | 0.52 | 0.07 |
| FIAM Broad Market Duration Pool | 0.29 | 0.04 |
| FIAM U.S. Bond Index Pool | -0.50 | -0.54 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Pioneer Multi-Sector F/I - T3 | 3.68 | 3.49 |
| Pioneer Multi-Sector F/I - T2 | 0.00 | 3.22 |
| FIAM Broad Market Duration Pool | 3.04 | 2.79 |
| Blackrock CoreActive Bond Fund | 2.72 | 2.72 |
| FIAM U.S. Bond Index Pool | 2.26 | 2.16 |
| 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 |
|---|---|---|
| U.S. Treasury Inflation Prot Sec Fund F | 2.29 | 2.29 |
| Wellington CIF II TIPS S1 | 1.71 | 1.53 |
| FIAM Inter Infla-Pro Bond Index Pool | 1.43 | 1.37 |
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 | 1.81 | 1.81 |
| Wellington CIF II TIPS S1 | 1.43 | 1.21 |
| FIAM Inter Infla-Pro Bond Index Pool | 1.20 | 1.10 |
Source: Morningstar Separate Account/CIT Fund Database
| Stable Value | 1 year gross return | 1 year net return |
|---|---|---|
| Galliard Managed Income Fund | 2.45 | 2.13 |
| IBEW NECA Stable Value Trust Premier Cl | 2.34 | 1.99 |
| Wells Fargo Stable Value E | 0.00 | 1.90 |
| Wells Fargo Stable Value Fund D | 0.00 | 1.88 |
| PIMCO Stable Income Fund Class 1 | 2.15 | 1.82 |
| Wells Fargo Stable Value Fund C (30) | 0.00 | 1.80 |
| PIMCO Stable Income Fund Class 2 | 2.15 | 1.72 |
| Wells Fargo Stable Value Fund U | 0.00 | 1.69 |
| Federated Capital Preservation Y | 1.86 | 1.65 |
| Federated Capital Preservation R6 | 1.86 | 1.60 |
Source: Morningstar Separate Account/CIT Fund Database
| Stable Value | 5 year gross return | 5 year net return |
|---|---|---|
| Galliard Managed Income Fund | 2.32 | 2.01 |
| Wells Fargo Stable Value Fund D | 0.00 | 1.75 |
| IBEW NECA Stable Value Trust Premier Cl | 2.05 | 1.70 |
| Wells Fargo Stable Value E | 0.00 | 1.58 |
| Wells Fargo Stable Value Fund C (30) | 0.00 | 1.48 |
| BMO Stable Value Fund Class Z | 0.00 | 1.48 |
| BMO Stable Value Fund Class I | 1.83 | 1.43 |
| Wells Fargo Stable Value Fund U | 0.00 | 1.38 |
| Wells Fargo Stable Value Fund M (55) | 0.00 | 1.23 |
| Federated Capital Preservation Y | 1.39 | 1.22 |
Source: Morningstar Separate Account/CIT Fund Database
| Convertibles | 1 year gross return | 1 year net return |
|---|---|---|
| Shenkman Capital Mgt Gamma Convert Fund | 8.69 | 7.82 |
Source: Morningstar Separate Account/CIT Fund Database
| Convertibles | 5 year gross return | 5 year net return |
|---|---|---|
| Shenkman Capital Mgt Gamma Convert Fund | 6.26 | 5.41 |
Source: Morningstar Separate Account/CIT Fund Database
| Emerging Markets Bond | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Emerging Market Debt Pool | -0.99 | -1.63 |
| Capital Group EM Debt (Broad) DB Fund | -1.36 | -1.96 |
| Capital Group EM Debt (Broad) DC Unit T | -1.51 | -2.10 |
Source: Morningstar Separate Account/CIT Fund Database
| Emerging Markets Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Emerging Market Debt Pool | 5.65 | 4.97 |
| Capital Group EM Debt (Broad) DB Fund | 2.34 | 1.73 |
| Capital Group EM Debt (Broad) DC Unit T | 2.26 | 1.65 |
Source: Morningstar Separate Account/CIT Fund Database
| World Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| Wellington CIF II Divers Inflation Hg S1 | 13.91 | 12.88 |
| Wellington Opportunistic Investment | 5.19 | 4.06 |
| Capital Group Absolute Income Grower DB | 3.45 | 2.73 |
Source: Morningstar Separate Account/CIT Fund Database
| World Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington Opportunistic Investment | 7.66 | 6.55 |
| Capital Group Absolute Income Grower DB | 6.20 | 5.47 |
| Wellington CIF II Divers Inflation Hg S1 | 0.51 | -0.41 |
Source: Morningstar Separate Account/CIT Fund Database
| Conservative Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| Manning & Napier Pro-Mix Modrte Term S | 5.54 | 4.59 |
| Manning & Napier Pro-Mix Consrv Term S | 4.05 | 3.17 |
| BCM DynamicBelay Balanced Growth (QDIA) | 3.40 | 1.91 |
Source: Morningstar Separate Account/CIT Fund Database
| Conservative Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Manning & Napier Pro-Mix Modrte Term S | 5.61 | 4.67 |
| Manning & Napier Pro-Mix Consrv Term S | 4.58 | 3.70 |
| BCM DynamicBelay Balanced Growth (QDIA) | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Moderate Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| Pioneer U.S. Balanced Trust - T2 | 9.37 | 8.84 |
| Manning & Napier Pro-Mix Extend Term S | 7.63 | 6.67 |
| BCM DynamicBelay Moderate Growth (QDIA) | 6.71 | 5.17 |
| BCM DynamicBelay Conservative Gro(QDIA) | 5.09 | 3.57 |
| FIAM Total Endowment Commingled Pool | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Moderate Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Manning & Napier Pro-Mix Extend Term S | 6.91 | 5.96 |
| Pioneer U.S. Balanced Trust - T2 | 0.00 | 0.00 |
| BCM DynamicBelay Moderate Growth (QDIA) | 0.00 | 0.00 |
| BCM DynamicBelay Conservative Gro(QDIA) | 0.00 | 0.00 |
| FIAM Total Endowment Commingled Pool | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2000-2010 | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Index Target Date 2010 U | 5.43 | 5.27 |
| FIAM Index Target Date 2010 V | 5.36 | 5.26 |
| FIAM Target Date 2010 T | 5.45 | 5.20 |
| FIAM Target Date 2010 S | 5.42 | 5.15 |
| FIAM Target Date 2010 Q | 5.39 | 5.02 |
| FIAM Target Date 2010 W | 5.44 | 5.02 |
| FIAM Target Date 2010 X | 5.40 | 5.02 |
| FIAM Target Date 2010 Y | 5.38 | 5.02 |
| FIAM Target Date 2010 R | 5.33 | 5.02 |
| FIAM Target Date 2010 P | 5.38 | 4.96 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2000-2010 | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Target Date 2010 T | 6.76 | 6.51 |
| FIAM Target Date 2010 S | 6.77 | 6.50 |
| FIAM Target Date 2010 R | 6.76 | 6.44 |
| FIAM Target Date 2010 Y | 6.76 | 6.39 |
| FIAM Target Date 2010 Q | 6.75 | 6.38 |
| FIAM Target Date 2010 X | 6.76 | 6.38 |
| FIAM Target Date 2010 P | 6.75 | 6.32 |
| FIAM Target Date 2010 W | 6.71 | 6.28 |
| FIAM Target Date 2010 V | 6.75 | 6.27 |
| FIAM Target Date 2010 U | 6.77 | 6.23 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2011-2015 | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Index Target Date 2015 V | 6.44 | 6.33 |
| FIAM Index Target Date 2015 U | 6.44 | 6.28 |
| FIAM Target Date 2015 S | 6.34 | 6.06 |
| FIAM Target Date 2015 Y | 6.30 | 5.94 |
| FIAM Target Date 2015 X | 6.32 | 5.94 |
| FIAM Target Date 2015 R | 6.25 | 5.94 |
| FIAM Target Date 2015 V | 6.37 | 5.89 |
| FIAM Target Date 2015 W | 6.30 | 5.88 |
| FIAM Target Date 2015 P | 6.31 | 5.88 |
| FIAM Target Date 2015 Q | 6.25 | 5.87 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2011-2015 | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Target Date 2015 S | 7.54 | 7.26 |
| FIAM Target Date 2015 R | 7.45 | 7.13 |
| FIAM Target Date 2015 Y | 7.45 | 7.09 |
| FIAM Target Date 2015 Q | 7.44 | 7.07 |
| FIAM Target Date 2015 X | 7.42 | 7.03 |
| FIAM Target Date 2015 W | 7.46 | 7.03 |
| FIAM Target Date 2015 P | 7.45 | 7.02 |
| FIAM Target Date 2015 V | 7.46 | 6.97 |
| FIAM Target Date 2015 U | 7.45 | 6.91 |
| FIAM Target Date 2015 T | 6.87 | 6.62 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2016-2020 | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Index Target Date 2020 V | 7.18 | 7.08 |
| FIAM Index Target Date 2020 U | 7.19 | 7.03 |
| FIAM Target Date 2020 R | 7.03 | 6.71 |
| FIAM Target Date 2020 S | 6.99 | 6.71 |
| FIAM Target Date 2020 T | 6.94 | 6.69 |
| FIAM Target Date 2020 Q | 7.02 | 6.65 |
| FIAM Target Date 2020 Y | 6.94 | 6.58 |
| FIAM Target Date 2020 X | 6.96 | 6.58 |
| FIAM Target Date 2020 W | 6.97 | 6.55 |
| FIAM Target Date 2020 P | 6.97 | 6.55 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2016-2020 | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Target Date 2020 S | 7.97 | 7.69 |
| FIAM Target Date 2020 T | 7.94 | 7.68 |
| FIAM Target Date 2020 R | 7.96 | 7.63 |
| FIAM Target Date 2020 Y | 7.94 | 7.58 |
| FIAM Target Date 2020 Q | 7.95 | 7.57 |
| FIAM Target Date 2020 X | 7.95 | 7.56 |
| FIAM Target Date 2020 W | 7.95 | 7.52 |
| FIAM Target Date 2020 P | 7.96 | 7.52 |
| FIAM Target Date 2020 V | 7.93 | 7.45 |
| FIAM Target Date 2020 U | 7.94 | 7.40 |
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 | 7.79 |
| FIAM Index Target Date 2025 V | 7.87 | 7.76 |
| FIAM Index Target Date 2025 U | 7.82 | 7.66 |
| FIAM Target Date 2025 S | 7.63 | 7.35 |
| FIAM Target Date 2025 R | 7.67 | 7.35 |
| FIAM Target Date 2025 T | 7.58 | 7.32 |
| FIAM Target Date 2025 Q | 7.60 | 7.22 |
| FIAM Target Date 2025 X | 7.61 | 7.22 |
| FIAM Target Date 2025 Y | 7.59 | 7.22 |
| FIAM Target Date 2025 V | 7.66 | 7.18 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2021-2025 | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Target Date 2025 S | 8.66 | 8.38 |
| FIAM Target Date 2025 T | 8.62 | 8.36 |
| FIAM Target Date 2025 R | 8.64 | 8.31 |
| FIAM Target Date 2025 Y | 8.62 | 8.25 |
| FIAM Target Date 2025 Q | 8.62 | 8.24 |
| FIAM Target Date 2025 X | 8.63 | 8.24 |
| FIAM Target Date 2025 P | 8.62 | 8.18 |
| FIAM Target Date 2025 W | 8.62 | 8.18 |
| FIAM Target Date 2025 V | 8.62 | 8.13 |
| FIAM Target Date 2025 U | 8.63 | 8.09 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2026-2030 | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Index Target Date 2030 V | 9.37 | 9.26 |
| FIAM Index Target Date 2030 U | 9.32 | 9.16 |
| FIAM Target Date 2030 R | 9.08 | 8.75 |
| FIAM Target Date 2030 S | 9.03 | 8.75 |
| FIAM Target Date 2030 T | 8.98 | 8.72 |
| FIAM Target Date 2030 Y | 9.06 | 8.69 |
| FIAM Target Date 2030 X | 9.08 | 8.69 |
| FIAM Target Date 2030 Q | 9.07 | 8.69 |
| State St Target Ret 2030 SL Cl I | 11.01 | 8.69 |
| FIAM Target Date 2030 W | 9.07 | 8.63 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2026-2030 | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Target Date 2030 T | 9.55 | 9.28 |
| FIAM Target Date 2030 S | 9.56 | 9.27 |
| FIAM Target Date 2030 R | 9.57 | 9.24 |
| FIAM Target Date 2030 Y | 9.55 | 9.18 |
| FIAM Target Date 2030 Q | 9.55 | 9.17 |
| FIAM Target Date 2030 X | 9.55 | 9.15 |
| FIAM Target Date 2030 W | 9.56 | 9.12 |
| FIAM Target Date 2030 P | 9.56 | 9.12 |
| FIAM Target Date 2030 V | 9.56 | 9.07 |
| FIAM Target Date 2030 U | 9.58 | 9.03 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2031-2035 | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Index Target Date 2035 V | 10.90 | 10.79 |
| FIAM Index Target Date 2035 U | 10.84 | 10.67 |
| FIAM Target Date 2035 T | 10.33 | 10.06 |
| FIAM Target Date 2035 R | 10.38 | 10.05 |
| FIAM Target Date 2035 S | 10.33 | 10.04 |
| FIAM Target Date 2035 Q | 10.38 | 9.99 |
| FIAM Target Date 2035 X | 10.39 | 9.99 |
| FIAM Target Date 2035 Y | 10.36 | 9.99 |
| FIAM Target Date 2035 W | 10.38 | 9.94 |
| FIAM Target Date 2035 P | 10.31 | 9.87 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2031-2035 | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Target Date 2035 T | 10.36 | 10.09 |
| FIAM Target Date 2035 S | 10.36 | 10.08 |
| FIAM Target Date 2035 R | 10.36 | 10.03 |
| FIAM Target Date 2035 Y | 10.37 | 10.00 |
| FIAM Target Date 2035 Q | 10.37 | 9.98 |
| FIAM Target Date 2035 X | 10.35 | 9.95 |
| FIAM Target Date 2035 W | 10.37 | 9.93 |
| FIAM Target Date 2035 P | 10.36 | 9.92 |
| FIAM Target Date 2035 V | 10.35 | 9.85 |
| FIAM Target Date 2035 U | 10.35 | 9.80 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2036-2040 | 1 year gross return | 1 year net return |
|---|---|---|
| Manning & Napier RT 2040 CIT Class I | 12.18 | 11.41 |
| Manning & Napier RT 2040 CIT Class S | 12.31 | 11.21 |
| FIAM Index Target Date 2040 V | 11.05 | 10.94 |
| FIAM Index Target Date 2040 U | 11.07 | 10.90 |
| FIAM Target Date 2040 T | 10.52 | 10.25 |
| FIAM Target Date 2040 S | 10.53 | 10.24 |
| FIAM Target Date 2040 R | 10.51 | 10.18 |
| State St Target Ret 2040 SL Cl I | 0.00 | 10.18 |
| State St Target Ret 2040 NL Cl A | 0.00 | 10.16 |
| FIAM Target Date 2040 Y | 10.50 | 10.13 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2036-2040 | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Target Date 2040 T | 10.44 | 10.18 |
| FIAM Target Date 2040 S | 10.46 | 10.17 |
| FIAM Target Date 2040 R | 10.44 | 10.11 |
| FIAM Target Date 2040 Y | 10.44 | 10.06 |
| FIAM Target Date 2040 Q | 10.44 | 10.05 |
| FIAM Target Date 2040 X | 10.43 | 10.03 |
| FIAM Target Date 2040 P | 10.45 | 10.01 |
| FIAM Target Date 2040 W | 10.45 | 10.01 |
| FIAM Target Date 2040 V | 10.44 | 9.94 |
| FIAM Target Date 2040 U | 10.45 | 9.89 |
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 | 13.82 | 13.04 |
| Manning & Napier RT 2045 CIT Class S | 13.95 | 12.83 |
| FIAM Index Target Date 2045 V | 11.10 | 10.99 |
| FIAM Index Target Date 2045 U | 11.05 | 10.89 |
| State St Target Ret 2045 SL Cl I | 0.00 | 10.84 |
| FIAM Target Date 2045 T | 10.47 | 10.21 |
| FIAM Target Date 2045 S | 10.47 | 10.19 |
| FIAM Target Date 2045 Q | 10.52 | 10.14 |
| FIAM Target Date 2045 Y | 10.51 | 10.13 |
| FIAM Target Date 2045 R | 10.46 | 10.13 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2041-2045 | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Target Date 2045 T | 10.49 | 10.22 |
| FIAM Target Date 2045 S | 10.48 | 10.20 |
| FIAM Target Date 2045 R | 10.50 | 10.17 |
| FIAM Target Date 2045 Y | 10.49 | 10.12 |
| FIAM Target Date 2045 X | 10.50 | 10.11 |
| FIAM Target Date 2045 Q | 10.49 | 10.10 |
| FIAM Target Date 2045 W | 10.50 | 10.07 |
| FIAM Target Date 2045 P | 10.49 | 10.05 |
| FIAM Target Date 2045 V | 10.48 | 9.99 |
| FIAM Target Date 2045 U | 10.49 | 9.94 |
Source: Morningstar Separate Account/CIT Fund Database
| Retirement Income | 1 year gross return | 1 year net return |
|---|---|---|
| State St Target Ret Income NL Cl A | 0.00 | 4.06 |
| State St Target Ret Income SL Cl I | 0.00 | 4.06 |
| Manning & Napier RT Income CIT Class I | 4.04 | 3.32 |
| FIAM Index Target Date Income V | 3.29 | 3.18 |
| FIAM Target Date Income T | 3.41 | 3.16 |
| FIAM Index Target Date Income U | 3.27 | 3.12 |
| FIAM Target Date Income R | 3.38 | 3.07 |
| FIAM Target Date Income S | 3.34 | 3.07 |
| Manning & Napier RT Income CIT Class S | 4.09 | 3.07 |
| FIAM Target Date Income P | 3.41 | 3.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Retirement Income | 5 year gross return | 5 year net return |
|---|---|---|
| Manning & Napier Fi360 ETF Income CIT U | 4.93 | 4.57 |
| FIAM Target Date Income T | 4.60 | 4.35 |
| FIAM Target Date Income S | 4.60 | 4.33 |
| FIAM Target Date Income R | 4.60 | 4.28 |
| State St Target Ret Income NL Cl A | 0.00 | 4.25 |
| State St Target Ret Income SL Cl I | 0.00 | 4.25 |
| FIAM Target Date Income Y | 4.60 | 4.24 |
| FIAM Target Date Income Q | 4.60 | 4.23 |
| FIAM Target Date Income X | 4.59 | 4.21 |
| FIAM Target Date Income P | 4.61 | 4.19 |
