Top performing managers by category: commingled accounts, 3rd Quarter 2018


Large Blend1 year gross return1 year net return
Amalgamated Bank LongView 500 LC Idx CF22.7822.72
Amalgamated Bank LongView 500 VEBA CF22.7522.69
Amalgamated Bank LongView Quant. LC CF22.2021.84
Amalgamated Bank LongView 1500 Mk Idx CF21.8621.80
Amalgamated Bank LongView LC Qtv VEBA Fd22.0721.71
FIAM Focused Large Cap Growth Pool20.3619.48
BNY Mellon MCM Dynamic U.S. Equity Fund19.9119.47
Blackrock Alpha Tilts Fund CF18.0618.06
Blackrock Eq Idx Fund CF17.9417.94
State St S&P 500ˆ® Indx SL Cl I14.3817.91
Source: Morningstar Separate Account/CIT Fund Database

Large Blend5 year gross return5 year net return
BNY Mellon MCM Dynamic U.S. Equity Fund17.1716.73
Amalgamated Bank LongView Quant. LC CF15.5415.20
Amalgamated Bank LongView LC Qtv VEBA Fd15.3615.01
Amalgamated Bank LongView 500 LC Idx CF14.8614.81
Amalgamated Bank LongView 500 VEBA CF14.8514.79
Blackrock Russ 1000 Alpha Tilts CF14.5414.54
Blackrock Alpha Tilts Fund CF14.5414.54
Amalgamated Bank LongView 1500 Mk Idx CF14.5514.49
Blackrock Eq Idx Fund CF14.0014.00
State St S&P 500ˆ® Indx SL Cl I13.4313.95
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend1 year gross return1 year net return
Blackrock Russ 3000 Alpha Tilts CF17.6917.69
Blackrock US Eq Mkt Fund CF17.6317.63
Blackrock Extended Mkt Fund CF16.2716.27
State St Russell Sm/Mid Cpˆ® Indx SL Cl I9.7316.19
BNY Mellon EB DL Mkt Completion16.1716.10
State St Russell Sm/Mid Cpˆ® Indx NL Cl A0.0016.08
State St S&P MidCapˆ® Indx SL Cl I13.5614.27
Burgundy US Small/Mid Cap Fund15.2314.25
BNY Mellon EB DV Mid Cap SIF14.3014.24
BNY Mellon EB DL Mid Cap Stk Index14.2914.24
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend5 year gross return5 year net return
Blackrock Russ 3000 Alpha Tilts CF14.3614.36
Blackrock US Eq Mkt Fund CF13.5313.53
BNY Mellon EB DL Mid Cap Stk Index12.8812.82
Amalgamated Bank Longview Qnt Mid Cap CF13.4112.80
BNY Mellon EB DL Mid Cap Stk Index UC212.8412.75
State St S&P Midcapˆ® Indx SL Cl II12.7511.96
State St S&P MidCapˆ® Indx SL Cl I12.7411.96
BNY Mellon EB DV Mid Cap SIF11.9911.93
State St S&P MidCapˆ® Indx NL Cl A12.6911.90
RhumbLine S&P 400 Mid-Cap Pooled Index11.8711.87
Source: Morningstar Separate Account/CIT Fund Database

Small Blend1 year gross return1 year net return
Wellington CIF II Small Cap Opps26.4325.37
RhumbLine S&P 600 Sm-Cap Pooled Index17.4717.47
State St Russell Sm Capˆ® Indx SL Cl I4.1415.47
Rothschild U.S. Small/Mid-Cap Core Cl 216.3115.44
BNY Mellon EB DL Small Cap SIF15.3815.34
Rothschild U.S. Small/Mid-Cap Core Cl 116.3015.31
BNY Mellon Small Cap Stock Idx Fnd Instl15.2515.25
BNY Mellon EB DV Non-SL Small Cap SIF15.3015.21
BNY Mellon Small Cap Stock Id Fd UC115.2815.19
RAM Small/Mid-Cap Fund LLC16.2515.15
Source: Morningstar Separate Account/CIT Fund Database

Small Blend5 year gross return5 year net return
Wellington CIF II Small Cap Opps15.7014.75
RhumbLine S&P 600 Sm-Cap Pooled Index13.0313.03
Victory Small Cap Value Collective Fund13.9412.75
Rothschild U.S. Small/Mid-Cap Core Cl 213.4112.56
Rothschild U.S. Small/Mid-Cap Core Cl 10.0012.45
Amalgamated Bank LongView 600 SC Idx CF12.4312.38
State St US Sm Cap Enhanced SL Cl I0.0011.84
RAM Small-Cap Trust13.5211.39
State St Russell Sm Capˆ® Indx SL Cl I14.5011.33
RAM Small/Mid-Cap Fund LLC13.2511.19
Source: Morningstar Separate Account/CIT Fund Database

Large Growth1 year gross return1 year net return
Wellington CIF II Growth31.7031.11
CastleArk Large Cap Growth 130.5129.86
State St Nasdaq-100 Indxˆ® NL Cl A27.4828.87
State St Nasdaq-100 Indxˆ® NL Cl C27.4628.84
The Boston US Large Cap Growth EB29.4528.76
Alger Capital Appreciation Series CF R128.0627.23
Alger Collective Trust Spectra Series R127.7326.94
American Century US Lg Cp Grwth Eq Tr 127.5026.77
Eaton Vance EB Large Cap Growth I27.3526.73
Spartan Large Cap Growth Index Pool A26.2126.21
Source: Morningstar Separate Account/CIT Fund Database

Large Growth5 year gross return5 year net return
State St Nasdaq-100 Indxˆ® NL Cl A20.0120.24
State St Nasdaq-100 Indxˆ® NL Cl C0.0020.18
Wellington CIF II Growth18.1617.65
State St Russell Lg Cap Grˆ® Indx SL Cl I0.0016.58
BNY Mellon Large Cap Growth SIF UC116.6216.56
BlackRock Russell 1000ˆ® Growth R0.0016.56
State St Russell Lg Cap Grˆ® Indx NL Cl C0.0016.52
Blackrock Eq Gr Fund CF16.5016.50
Eaton Vance EB Large Cap Growth I16.6115.91
American Century US Lg Cp Grwth Eq Tr 116.2115.54
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth1 year gross return1 year net return
CastleArk Small Company Growth CIT30.7229.83
Macquarie SMID Cap Growth (CIT 80)30.7529.74
Champlain Mid Cap Collective Fund 525.5924.65
Champlain Mid Cap Collective Fund25.6624.54
Wellington CIF II MdCap Opportunities S221.5621.02
WTC-CIF II MdCap Opportunities S321.5620.92
Wellington CIF II MdCap Opportunities S121.6720.82
BNY Mellon Market Completion Instl15.9515.92
BNY Mellon Market Completion Fund UC115.9515.86
PGI CIT Mid-Cap Equity Fund A13.1613.16
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth5 year gross return5 year net return
Macquarie SMID Cap Growth (CIT 80)15.3714.49
WTC-CIF II MdCap Opportunities S30.0014.40
Wellington CIF II MdCap Opportunities S214.7914.25
Wellington CIF II MdCap Opportunities S114.8014.03
PGI CIT Mid-Cap Equity Fund A13.2913.29
PGI CIT Mid-Cap Equity Fund13.7413.07
BNY Mellon Market Completion Fund UC111.2711.19
FIAM Small/Mid Cap Core Pool11.2310.51
FIAM Small/Mid Cap Core Class O0.000.00
BNY Mellon Market Completion Instl0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Small Growth1 year gross return1 year net return
State St Russell Sm Capˆ® Gr Indx NL Cl A3.7720.90
State St Russell Sm Capˆ® Gr Indx NL Cl C-1.4520.86
Frontegra Small Cap Core Fund20.6219.86
The Boston Small Cap Opp Val Eq Mgt CF19.2818.11
FIAM Small Cap Core Class B16.0915.38
FIAM Small Cap Core Class O16.0415.32
FIAM Small Cap Core Class D16.0315.22
FIAM Small Cap Core Pool16.0515.14
FIAM Small Company Pool15.0214.11
Wellington CIF II Small Cap 2000 S114.4813.56
Source: Morningstar Separate Account/CIT Fund Database

Small Growth5 year gross return5 year net return
Wellington CIF II Small Cap 2000 S113.8312.87
State St Russell Sm Capˆ® Gr Indx NL Cl A0.0012.09
State St Russell Sm Capˆ® Gr Indx NL Cl C0.0012.05
Frontegra Small Cap Core Fund12.5311.81
FIAM Small Cap Core Class B12.4511.76
FIAM Small Cap Core Class O12.4211.72
FIAM Small Cap Core Class D12.4111.63
FIAM Small Cap Core Pool12.4111.53
FIAM Small Company Pool12.0911.20
The Boston Small Cap Opp Val Eq Mgt CF12.2611.15
Source: Morningstar Separate Account/CIT Fund Database

Large Value1 year gross return1 year net return
Macquarie Large Cap Value Trust 500.0016.09
Macquarie Large Cap Value Trust (CIT 55)16.6516.06
Eaton Vance Large Cap Val CIT16.5415.77
NBTC CIT - Value Equity Fund13.8613.86
The Boston US Dynamic Large Cap Value EB14.2313.65
The Boston US Dynamic Large Cap Value CF12.0611.45
Wellington CIF II Quality Value S111.8311.24
Blackrock Eq Val Fund CF10.1110.11
Blackrock Russ 1000 Val Idx CF9.619.61
BNY Mellon Large Cap Value SIF Instl9.589.58
Source: Morningstar Separate Account/CIT Fund Database

Large Value5 year gross return5 year net return
Macquarie Large Cap Value Trust 500.0012.27
Macquarie Large Cap Value Trust (CIT 55)12.8412.26
Beutel Goodman American Equity Fund12.8612.20
The Boston US Dynamic Large Cap Value EB12.4111.75
American Century US Value Yield Eq Tr 211.9511.52
The Boston US Dynamic Large Cap Value CF12.0311.34
American Century US Value Yield Eq Tr 111.9511.30
Wellington CIF II Quality Value S111.5410.93
Blackrock Russ 1000 Val Idx CF10.8210.82
State St Russell Lg Cp Valˆ® Indx SL Cl I0.0010.77
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value1 year gross return1 year net return
Speece Thorson Value Fund17.0915.99
American Century US Mid Cap Value Eq Tr8.117.44
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value5 year gross return5 year net return
American Century US Mid Cap Value Eq Tr12.6011.90
Speece Thorson Value Fund9.918.86
Source: Morningstar Separate Account/CIT Fund Database

Small Value1 year gross return1 year net return
Brandywine Institutional Small Cap BIT22.7921.58
State St Russell Sm Cpˆ® Val Indx NL Cl A8.049.45
State St Russell Sm Cpˆ® Val Indx NL Cl C-6.009.40
American Century US Small Cap Val Eq Tr8.457.53
Brandywine Diversified Small Cap GT8.357.50
Brandywine Diversified Small Cap BIT8.327.46
Brandywine Diversified Sm Cap Select BIT7.006.17
Source: Morningstar Separate Account/CIT Fund Database

Small Value5 year gross return5 year net return
Brandywine Diversified Small Cap BIT11.5710.69
Brandywine Diversified Small Cap GT11.4810.60
American Century US Small Cap Val Eq Tr11.5410.59
Brandywine Diversified Sm Cap Select BIT10.9410.07
State St Russell Sm Cpˆ® Val Indx NL Cl A13.019.91
State St Russell Sm Cpˆ® Val Indx NL Cl C0.009.86
Brandywine Institutional Small Cap BIT9.458.38
Source: Morningstar Separate Account/CIT Fund Database

Real Estate1 year gross return1 year net return
Cohen & Steers U.S. Realty CIT Class A6.736.03
BNY Mellon REIT Index Fund Instl4.654.64
Blackrock US Real Estate Sec Idx4.624.62
BNY Mellon REIT Index Fund UC14.684.57
PIMCO RealEstatePLUS CIT I4.884.38
American Century U.S. Real Estate Sec Tr4.894.16
AEW Real Estate Securities Divers Trust3.612.99
FIAM U.S. Real Estate Invest Tr CIT3.582.97
Source: Morningstar Separate Account/CIT Fund Database

Real Estate5 year gross return5 year net return
Blackrock US Real Estate Sec Idx9.119.11
AEW Real Estate Securities Divers Trust9.658.98
FIAM U.S. Real Estate Invest Tr CIT9.628.97
BNY Mellon REIT Index Fund UC18.998.87
American Century U.S. Real Estate Sec Tr0.000.00
PIMCO RealEstatePLUS CIT I0.000.00
BNY Mellon REIT Index Fund Instl0.000.00
Cohen & Steers U.S. Realty CIT Class A0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Aggressive Allocation1 year gross return1 year net return
BCM DynamicBelay Growth (QDIA)8.026.43
Source: Morningstar Separate Account/CIT Fund Database

Aggressive Allocation5 year gross return5 year net return
BCM DynamicBelay Growth (QDIA)0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Bank Loan1 year gross return1 year net return
Voya Senior Loan Trust5.414.97
Shenkman Capital Mgt High Yld Bank Loan5.554.95
Source: Morningstar Separate Account/CIT Fund Database

Bank Loan5 year gross return5 year net return
Voya Senior Loan Trust4.413.95
Shenkman Capital Mgt High Yld Bank Loan0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Small Value1 year gross return1 year net return
Brandywine Institutional Small Cap BIT22.7921.58
State St Russell Sm Cpˆ® Val Indx NL Cl A8.049.45
State St Russell Sm Cpˆ® Val Indx NL Cl C-6.009.40
American Century US Small Cap Val Eq Tr8.457.53
Brandywine Diversified Small Cap GT8.357.50
Brandywine Diversified Small Cap BIT8.327.46
Brandywine Diversified Sm Cap Select BIT7.006.17
Source: Morningstar Separate Account/CIT Fund Database

Small Value5 year gross return5 year net return
Brandywine Diversified Small Cap BIT11.5710.69
Brandywine Diversified Small Cap GT11.4810.60
American Century US Small Cap Val Eq Tr11.5410.59
Brandywine Diversified Sm Cap Select BIT10.9410.07
State St Russell Sm Cpˆ® Val Indx NL Cl A13.019.91
State St Russell Sm Cpˆ® Val Indx NL Cl C0.009.86
Brandywine Institutional Small Cap BIT9.458.38
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value1 year gross return1 year net return
Speece Thorson Value Fund17.0915.99
American Century US Mid Cap Value Eq Tr8.117.44
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value5 year gross return5 year net return
American Century US Mid Cap Value Eq Tr12.6011.90
Speece Thorson Value Fund9.918.86
Source: Morningstar Separate Account/CIT Fund Database

Large Value1 year gross return1 year net return
Macquarie Large Cap Value Trust 500.0016.09
Macquarie Large Cap Value Trust (CIT 55)16.6516.06
Eaton Vance Large Cap Val CIT16.5415.77
NBTC CIT - Value Equity Fund13.8613.86
The Boston US Dynamic Large Cap Value EB14.2313.65
The Boston US Dynamic Large Cap Value CF12.0611.45
Wellington CIF II Quality Value S111.8311.24
Blackrock Eq Val Fund CF10.1110.11
Blackrock Russ 1000 Val Idx CF9.619.61
BNY Mellon Large Cap Value SIF Instl9.589.58
Source: Morningstar Separate Account/CIT Fund Database

Large Value5 year gross return5 year net return
Macquarie Large Cap Value Trust 500.0012.27
Macquarie Large Cap Value Trust (CIT 55)12.8412.26
Beutel Goodman American Equity Fund12.8612.20
The Boston US Dynamic Large Cap Value EB12.4111.75
American Century US Value Yield Eq Tr 211.9511.52
The Boston US Dynamic Large Cap Value CF12.0311.34
American Century US Value Yield Eq Tr 111.9511.30
Wellington CIF II Quality Value S111.5410.93
Blackrock Russ 1000 Val Idx CF10.8210.82
State St Russell Lg Cp Valˆ® Indx SL Cl I0.0010.77
Source: Morningstar Separate Account/CIT Fund Database

Small Growth1 year gross return1 year net return
State St Russell Sm Capˆ® Gr Indx NL Cl A3.7720.90
State St Russell Sm Capˆ® Gr Indx NL Cl C-1.4520.86
Frontegra Small Cap Core Fund20.6219.86
The Boston Small Cap Opp Val Eq Mgt CF19.2818.11
FIAM Small Cap Core Class B16.0915.38
FIAM Small Cap Core Class O16.0415.32
FIAM Small Cap Core Class D16.0315.22
FIAM Small Cap Core Pool16.0515.14
FIAM Small Company Pool15.0214.11
Wellington CIF II Small Cap 2000 S114.4813.56
Source: Morningstar Separate Account/CIT Fund Database

Small Growth5 year gross return5 year net return
Wellington CIF II Small Cap 2000 S113.8312.87
State St Russell Sm Capˆ® Gr Indx NL Cl A0.0012.09
State St Russell Sm Capˆ® Gr Indx NL Cl C0.0012.05
Frontegra Small Cap Core Fund12.5311.81
FIAM Small Cap Core Class B12.4511.76
FIAM Small Cap Core Class O12.4211.72
FIAM Small Cap Core Class D12.4111.63
FIAM Small Cap Core Pool12.4111.53
FIAM Small Company Pool12.0911.20
The Boston Small Cap Opp Val Eq Mgt CF12.2611.15
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth1 year gross return1 year net return
CastleArk Small Company Growth CIT30.7229.83
Macquarie SMID Cap Growth (CIT 80)30.7529.74
Champlain Mid Cap Collective Fund 525.5924.65
Champlain Mid Cap Collective Fund25.6624.54
Wellington CIF II MdCap Opportunities S221.5621.02
WTC-CIF II MdCap Opportunities S321.5620.92
Wellington CIF II MdCap Opportunities S121.6720.82
BNY Mellon Market Completion Instl15.9515.92
BNY Mellon Market Completion Fund UC115.9515.86
PGI CIT Mid-Cap Equity Fund A13.1613.16
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth5 year gross return5 year net return
Macquarie SMID Cap Growth (CIT 80)15.3714.49
WTC-CIF II MdCap Opportunities S30.0014.40
Wellington CIF II MdCap Opportunities S214.7914.25
Wellington CIF II MdCap Opportunities S114.8014.03
PGI CIT Mid-Cap Equity Fund A13.2913.29
PGI CIT Mid-Cap Equity Fund13.7413.07
BNY Mellon Market Completion Fund UC111.2711.19
FIAM Small/Mid Cap Core Pool11.2310.51
FIAM Small/Mid Cap Core Class O0.000.00
BNY Mellon Market Completion Instl0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Large Growth1 year gross return1 year net return
Wellington CIF II Growth31.7031.11
CastleArk Large Cap Growth 130.5129.86
State St Nasdaq-100 Indxˆ® NL Cl A27.4828.87
State St Nasdaq-100 Indxˆ® NL Cl C27.4628.84
The Boston US Large Cap Growth EB29.4528.76
Alger Capital Appreciation Series CF R128.0627.23
Alger Collective Trust Spectra Series R127.7326.94
American Century US Lg Cp Grwth Eq Tr 127.5026.77
Eaton Vance EB Large Cap Growth I27.3526.73
Spartan Large Cap Growth Index Pool A26.2126.21
Source: Morningstar Separate Account/CIT Fund Database

Large Growth5 year gross return5 year net return
State St Nasdaq-100 Indxˆ® NL Cl A20.0120.24
State St Nasdaq-100 Indxˆ® NL Cl C0.0020.18
Wellington CIF II Growth18.1617.65
State St Russell Lg Cap Grˆ® Indx SL Cl I0.0016.58
BNY Mellon Large Cap Growth SIF UC116.6216.56
BlackRock Russell 1000ˆ® Growth R0.0016.56
State St Russell Lg Cap Grˆ® Indx NL Cl C0.0016.52
Blackrock Eq Gr Fund CF16.5016.50
Eaton Vance EB Large Cap Growth I16.6115.91
American Century US Lg Cp Grwth Eq Tr 116.2115.54
Source: Morningstar Separate Account/CIT Fund Database

Small Blend1 year gross return1 year net return
Wellington CIF II Small Cap Opps26.4325.37
RhumbLine S&P 600 Sm-Cap Pooled Index17.4717.47
State St Russell Sm Capˆ® Indx SL Cl I4.1415.47
Rothschild U.S. Small/Mid-Cap Core Cl 216.3115.44
BNY Mellon EB DL Small Cap SIF15.3815.34
Rothschild U.S. Small/Mid-Cap Core Cl 116.3015.31
BNY Mellon Small Cap Stock Idx Fnd Instl15.2515.25
BNY Mellon EB DV Non-SL Small Cap SIF15.3015.21
BNY Mellon Small Cap Stock Id Fd UC115.2815.19
RAM Small/Mid-Cap Fund LLC16.2515.15
Source: Morningstar Separate Account/CIT Fund Database

Small Blend5 year gross return5 year net return
Wellington CIF II Small Cap Opps15.7014.75
RhumbLine S&P 600 Sm-Cap Pooled Index13.0313.03
Victory Small Cap Value Collective Fund13.9412.75
Rothschild U.S. Small/Mid-Cap Core Cl 213.4112.56
Rothschild U.S. Small/Mid-Cap Core Cl 10.0012.45
Amalgamated Bank LongView 600 SC Idx CF12.4312.38
State St US Sm Cap Enhanced SL Cl I0.0011.84
RAM Small-Cap Trust13.5211.39
State St Russell Sm Capˆ® Indx SL Cl I14.5011.33
RAM Small/Mid-Cap Fund LLC13.2511.19
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend1 year gross return1 year net return
Blackrock Russ 3000 Alpha Tilts CF17.6917.69
Blackrock US Eq Mkt Fund CF17.6317.63
Blackrock Extended Mkt Fund CF16.2716.27
State St Russell Sm/Mid Cpˆ® Indx SL Cl I9.7316.19
BNY Mellon EB DL Mkt Completion16.1716.10
State St Russell Sm/Mid Cpˆ® Indx NL Cl A0.0016.08
State St S&P MidCapˆ® Indx SL Cl I13.5614.27
Burgundy US Small/Mid Cap Fund15.2314.25
BNY Mellon EB DV Mid Cap SIF14.3014.24
BNY Mellon EB DL Mid Cap Stk Index14.2914.24
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend5 year gross return5 year net return
Blackrock Russ 3000 Alpha Tilts CF14.3614.36
Blackrock US Eq Mkt Fund CF13.5313.53
BNY Mellon EB DL Mid Cap Stk Index12.8812.82
Amalgamated Bank Longview Qnt Mid Cap CF13.4112.80
BNY Mellon EB DL Mid Cap Stk Index UC212.8412.75
State St S&P Midcapˆ® Indx SL Cl II12.7511.96
State St S&P MidCapˆ® Indx SL Cl I12.7411.96
BNY Mellon EB DV Mid Cap SIF11.9911.93
State St S&P MidCapˆ® Indx NL Cl A12.6911.90
RhumbLine S&P 400 Mid-Cap Pooled Index11.8711.87
Source: Morningstar Separate Account/CIT Fund Database

Large Blend1 year gross return1 year net return
Amalgamated Bank LongView 500 LC Idx CF22.7822.72
Amalgamated Bank LongView 500 VEBA CF22.7522.69
Amalgamated Bank LongView Quant. LC CF22.2021.84
Amalgamated Bank LongView 1500 Mk Idx CF21.8621.80
Amalgamated Bank LongView LC Qtv VEBA Fd22.0721.71
FIAM Focused Large Cap Growth Pool20.3619.48
BNY Mellon MCM Dynamic U.S. Equity Fund19.9119.47
Blackrock Alpha Tilts Fund CF18.0618.06
Blackrock Eq Idx Fund CF17.9417.94
State St S&P 500ˆ® Indx SL Cl I14.3817.91
Source: Morningstar Separate Account/CIT Fund Database

Large Blend5 year gross return5 year net return
BNY Mellon MCM Dynamic U.S. Equity Fund17.1716.73
Amalgamated Bank LongView Quant. LC CF15.5415.20
Amalgamated Bank LongView LC Qtv VEBA Fd15.3615.01
Amalgamated Bank LongView 500 LC Idx CF14.8614.81
Amalgamated Bank LongView 500 VEBA CF14.8514.79
Blackrock Russ 1000 Alpha Tilts CF14.5414.54
Blackrock Alpha Tilts Fund CF14.5414.54
Amalgamated Bank LongView 1500 Mk Idx CF14.5514.49
Blackrock Eq Idx Fund CF14.0014.00
State St S&P 500ˆ® Indx SL Cl I13.4313.95
Source: Morningstar Separate Account/CIT Fund Database

Leveraged Net Long1 year gross return1 year net return
WFAM Analytic Core Eq Plus (SP500)13.6713.15
Source: Morningstar Separate Account/CIT Fund Database

Leveraged Net Long5 year gross return5 year net return
WFAM Analytic Core Eq Plus (SP500)13.2912.76
Source: Morningstar Separate Account/CIT Fund Database

World Stock1 year gross return1 year net return
Hardman Johnston Glb Equity Group Trust16.6215.89
Wellington CIF Global Research Equity14.0913.25
American Century Glbl Grwth Eq Tr Tier 213.2712.61
FIAM Select Global CIT11.4510.68
FIAM Global Low Volatility Eq Pool10.119.84
Wellington CIF Global Value9.378.56
Brandywine Quant Global Value Eq BIT8.337.31
Wellington CIF II Global Equities7.106.86
Wellington CIF Unconstrained Themes5.124.38
Beutel Goodman Global Equity Fund3.602.84
Source: Morningstar Separate Account/CIT Fund Database

World Stock5 year gross return5 year net return
Hardman Johnston Glb Equity Group Trust13.9113.19
Wellington CIF Global Research Equity11.5910.77
American Century Glbl Grwth Eq Tr Tier 210.309.66
Thornburg Global Equity Income Fund CIT10.219.49
FIAM Select Global CIT9.198.44
Wellington CIF II Global Equities8.338.15
Brandywine Quant Global Value Eq BIT9.068.04
Wellington CIF Unconstrained Themes8.777.75
Wellington CIF Global Contrarian Equity8.347.38
Wellington CIF Global Value7.907.10
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Value1 year gross return1 year net return
LongView Intl. Value Eq Coll Fund4.083.31
Beutel Goodman International Equity Fund3.682.91
Pictet International Equity Fund LLC1.260.40
LSV Asset Mgt Intl Lg Cap Val Eq Trust0.04-0.68
KBIGI EAFE Developed Equity Strategy-1.00-1.64
Macquarie Intl Value Equity (CIT 70)-2.07-2.76
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Value5 year gross return5 year net return
LSV Asset Mgt Intl Lg Cap Val Eq Trust5.714.95
Pictet International Equity Fund LLC5.784.88
Macquarie Intl Value Equity (CIT 70)4.533.80
LongView Intl. Value Eq Coll Fund4.363.65
Beutel Goodman International Equity Fund3.903.13
KBIGI EAFE Developed Equity Strategy3.733.06
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Blend1 year gross return1 year net return
Blackrock Curr Hedged EAFE Idx CF7.477.47
The Boston International CF5.464.62
Gryphon International EAFE Growth Fd-CIT5.244.46
Altrinsic International Equity Collectiv5.414.44
BNY Mellon EB DL MVP Intl Stk Index3.323.27
BNY Mellon EB DV Intl Stk Index3.353.27
Blackrock EAFE Eq Idx Fund CF3.163.16
State St Intl Indx SL Cl I7.233.08
State St Intl Indx NL Cl A7.203.03
BNY Mellon International SIF Instl2.992.99
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Blend5 year gross return5 year net return
Blackrock Curr Hedged EAFE Idx CF8.868.86
Blackrock Intl Alpha Tilt CF6.766.76
PGI CIT Diversified International Eq Fd6.585.94
The Boston International CF6.505.65
Wellington CIF II Intl Opps0.005.61
Gryphon International EAFE Growth Fd-CIT6.065.27
QMA International Core Equity Fund5.665.08
Blackrock EAFE Eq Idx Fund CF4.804.80
State St Intl Indx SL Cl I6.814.79
State St Intl Indx NL Cl A6.784.72
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Growth1 year gross return1 year net return
MFSˆ® Heritage International Growth 0210.279.85
Capital Group Int'l Equity DB Fund6.585.84
Capital Group Int’l Equity DC Unit T5.985.24
Capital Group Intl All Countries Eq DB5.624.88
Capital Group Intl All Countries Eq DC-T5.564.83
Vontobel International Equity CIT3.893.20
William Blair International Growth CIT3.773.08
Hardman Johnston Intl Equity Group Trust3.282.62
FIAM International Growth Pool2.621.91
Manning & Napier Non-U.S. Eq Labor CIT1.120.37
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Growth5 year gross return5 year net return
MFSˆ® Heritage International Growth 027.767.35
Hardman Johnston Intl Equity Group Trust7.907.16
Vontobel International Equity CIT6.325.64
William Blair International Growth CIT6.415.59
Capital Group Intl All Countries Eq DB6.265.52
Capital Group Int’l Equity DC Unit T6.195.45
Capital Group Intl All Countries Eq DC-T6.195.45
Capital Group Int'l Equity DB Fund6.145.40
FIAM International Growth Pool4.493.76
Manning & Napier Non-U.S. Eq Labor CIT2.041.28
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Value1 year gross return1 year net return
Segall Bryant & Hamill Int Sm Cp Fndrs +-4.80-5.46
Segall B & H Intl Sml Cap Founders-4.80-5.61
Segall Bryant & Hamill Int SC InstUnits-4.81-5.61
Segall Bryant & Hamill Int SC Inst Plus0.00-5.64
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Value5 year gross return5 year net return
Segall Bryant & Hamill Int Sm Cp Fndrs +0.000.00
Segall B & H Intl Sml Cap Founders0.000.00
Segall Bryant & Hamill Int SC InstUnits0.000.00
Segall Bryant & Hamill Int SC Inst Plus0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Growth1 year gross return1 year net return
Rainier International Small Cap Equity8.187.46
Rainier Small Cap International Equity L8.327.38
Rainier Small Cap International Equity A8.277.14
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Growth5 year gross return5 year net return
Rainier Small Cap International Equity L12.7311.75
Rainier Small Cap International Equity A0.0011.48
Rainier International Small Cap Equity12.2111.39
Source: Morningstar Separate Account/CIT Fund Database

Europe Stock1 year gross return1 year net return
FIAM Europe Growth Pool-1.08-1.77
Source: Morningstar Separate Account/CIT Fund Database

Europe Stock5 year gross return5 year net return
FIAM Europe Growth Pool3.712.99
Source: Morningstar Separate Account/CIT Fund Database

Pacific/Asia ex-Japan Stk1 year gross return1 year net return
NT MSCI AC Asia ex Japan-ND2.041.91
Source: Morningstar Separate Account/CIT Fund Database

Pacific/Asia ex-Japan Stk5 year gross return5 year net return
NT MSCI AC Asia ex Japan-ND6.886.71
Source: Morningstar Separate Account/CIT Fund Database

Diversified Emerging Mkts1 year gross return1 year net return
Templeton Intl Emg Mkt CF1.700.40
Mondrian All Countrs Wld ex US EqTier V1.010.39
KBIGI Emerging Markets Strategy0.780.13
State St Actv Emg Mkts NL Cl A8.16-0.16
KBI Emerging Markets Equity CIT A0.27-0.38
Blackrock MSCI Emg Mrkt Free Idx-0.87-0.87
State St Emg Mkts Indx NL Cl A8.16-0.90
BNY Mellon Emerging Markets SIF Instl-0.90-0.99
BNY Mellon Emerging Markets SIF UC1-0.90-1.04
Spartan Emerging Markets Index Pool A-1.12-1.12
Source: Morningstar Separate Account/CIT Fund Database

Diversified Emerging Mkts5 year gross return5 year net return
FIAM Select Emerging Markets Class A6.475.73
William Emerging Markets Growth CIT4.723.87
State St Emg Mkts Indx NL Cl A4.933.54
Templeton Intl Emg Mkt CF4.453.21
FIAM Emerging Markets All Cap Pl3.153.15
EARNEST Partners Emerging Markets Fund4.133.10
LSV Asset Mgt Emg Mkts Val Eq Fund LP4.053.06
State St Actv Emg Mkts NL Cl A4.932.99
KBIGI Emerging Markets Strategy2.752.09
Parametric Emerging Markets Equity (CIT)2.612.04
Source: Morningstar Separate Account/CIT Fund Database

Global Real Estate1 year gross return1 year net return
PGI CIT Global Real Estate Securities Fd8.177.42
RREEF Global Real Estate Sec Cmgld Fund6.206.20
RREEF Global Real Estate Sec CF-A5.965.96
Blackrock Ex-US Real Estate Idx5.205.20
Cohen & Steers Global Realty CIT5.865.07
AEW Gl Property Secs Master Tr-DC Plan B5.324.90
AEW Gl Property Secs Master Tr-DC Plan A5.264.78
Voya Global Real Estate3.222.26
Source: Morningstar Separate Account/CIT Fund Database

Global Real Estate5 year gross return5 year net return
PGI CIT Global Real Estate Securities Fd7.877.12
RREEF Global Real Estate Sec Cmgld Fund6.966.94
AEW Gl Property Secs Master Tr-DC Plan B0.006.64
AEW Gl Property Secs Master Tr-DC Plan A7.076.57
RREEF Global Real Estate Sec CF-A6.186.18
Voya Global Real Estate5.004.13
Blackrock Ex-US Real Estate Idx0.000.00
Cohen & Steers Global Realty CIT0.000.00
Source: Morningstar Separate Account/CIT Fund Database

World Bond1 year gross return1 year net return
Wellington CIF II World Bond S23.182.76
FIAM Tactical Bond Pool1.471.47
PIMCO Global Advantage Strategy CIT II0.49-0.08
PIMCO Global Advantage Strategy III CIT0.55-0.16
Franklin Templeton Global Bond Plus (CF)-0.70-1.32
Brandywine Global Fixed Income BGIMT-1.97-2.41
Brandywine Global Fixed Income GT-1.99-2.51
Brandywine Global Fixed Income BIT-2.09-2.64
Brandywine International Fixed Inc BIT-2.18-2.72
Brandywine Global Opportun Fxd BGIMT-3.97-4.50
Source: Morningstar Separate Account/CIT Fund Database

World Bond5 year gross return5 year net return
FIAM Tactical Bond Pool4.464.46
Brandywine Global Opportun Fxd BGIMT2.541.98
Franklin Templeton Global Bond Plus (CF)2.221.69
Brandywine Global Fixed Income BIT2.051.50
Brandywine Global Fixed Income GT2.001.45
Brandywine Global Fixed Income BGIMT1.881.43
Brandywine Intl Opportunistic Fxd BIT1.791.23
PIMCO Global Advantage Strategy CIT II1.480.90
PIMCO Global Advantage Strategy III CIT1.490.77
Brandywine International Fixed Inc BIT1.100.54
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond1 year gross return1 year net return
DDJ Total Return Credit I Composite9.688.76
BNY Mellon EB DV High Yield Beta Fund3.483.85
Wellington CIF II High Yield Bond S13.332.87
FIAM High Yield Core Institutional CF2.902.39
Brevis High Income Fund, L.P.3.162.39
Eaton Vance EB High Yield I2.942.37
Fort Washington High Yield Fixed Inc CF2.362.36
Shenkman Capital Mgt Primus HighYield CF3.032.29
Loomis Sayles HYCSV CIT2.421.91
Capital Group Global High Yield FI DB Fd0.66-0.05
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond5 year gross return5 year net return
DDJ Total Return Credit I Composite8.627.29
BNY Mellon EB DV High Yield Beta Fund5.775.64
Eaton Vance EB High Yield I6.125.59
Wellington CIF II High Yield Bond S15.615.17
FIAM High Yield Core Institutional CF5.444.92
Fort Washington High Yield Fixed Inc CF4.914.88
Capital Group Global High Yield FI DB Fd4.373.65
Brevis High Income Fund, L.P.0.000.00
Shenkman Capital Mgt Primus HighYield CF0.000.00
Loomis Sayles HYCSV CIT0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond1 year gross return1 year net return
Neuberger Berman Oppc Fxd Inc Tr Cl I1.200.70
Wellington CIF II Core Bond Plus-0.04-0.11
First Citizens Intermediate Bond Fund0.66-0.21
FIAM Core Plus Class E-0.01-0.30
FIAM Core Plus Class K-0.01-0.30
FIAM Core Plus Class F-0.05-0.30
FIAM Core Plus Pool-0.03-0.33
Wellington CIF II Core Bond Plus S1-0.11-0.39
Blackrock Interm Gov/Credit Bond CF-0.82-0.82
Neuberger Berman Core Plus Tr Cl I-0.62-0.89
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond5 year gross return5 year net return
FIAM Core Plus Class F3.483.22
FIAM Core Plus Class E3.483.17
Wellington CIF II Core Bond Plus3.263.16
FIAM Core Plus Class K3.463.16
FIAM Core Plus Pool3.463.15
Wellington CIF II Core Bond S13.202.92
Macquarie Diversified Income (CIT 45)2.982.54
PGI CIT Core Plus Bond Fund2.862.50
Blackrock US Debt Idx Fund CF2.282.28
PIMCO Total Return Collective Trust II0.002.28
Source: Morningstar Separate Account/CIT Fund Database

Short Government1 year gross return1 year net return
Blackrock 1-3 Yr Govt Bond Idx CF0.160.16
Source: Morningstar Separate Account/CIT Fund Database

Short Government5 year gross return5 year net return
Blackrock 1-3 Yr Govt Bond Idx CF0.730.73
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond1 year gross return1 year net return
FIAM Target Date Shrt Crdt Commingled Pl0.790.79
FIAM Short Duration Pool0.490.29
BNY Mellon 1-3 Yr Govt/Credit Id Instl0.170.15
Amalgamated Ultra Construction Loan-1.62-2.60
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond5 year gross return5 year net return
Amalgamated Ultra Construction Loan5.404.35
FIAM Short Duration Pool1.321.08
FIAM Target Date Shrt Crdt Commingled Pl0.000.00
BNY Mellon 1-3 Yr Govt/Credit Id Instl0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond1 year gross return1 year net return
FIAM Leveraged Loan Pool5.364.83
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond5 year gross return5 year net return
FIAM Leveraged Loan Pool4.734.21
Source: Morningstar Separate Account/CIT Fund Database

Long Government1 year gross return1 year net return
Blackrock Long Govt Bond Idx Fund CF-3.30-3.30
Blackrock 20+ Treas Bond Idx CF-3.36-3.36
State St US Lg Gov Bnd Indx SL Cl I-6.43-3.46
BNY Mellon EB DV LT Govt Bond Index Fd-3.45-3.50
Blackrock - 20+ Treas Bond Idx R-3.37-3.50
FIAM Target Date L/T Trs IdxCommingledPl-3.66-3.66
FIAM Long U.S. Treasury STRIPS Pool-4.03-4.18
Source: Morningstar Separate Account/CIT Fund Database

Long Government5 year gross return5 year net return
Blackrock 20+ Treas Bond Idx CF4.914.91
State St US Lg Gov Bnd Indx SL Cl I0.004.44
BNY Mellon EB DV LT Govt Bond Index Fd4.444.39
Blackrock Long Govt Bond Idx Fund CF3.523.52
Blackrock - 20+ Treas Bond Idx R0.000.00
FIAM Target Date L/T Trs IdxCommingledPl0.000.00
FIAM Long U.S. Treasury STRIPS Pool0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond1 year gross return1 year net return
Blackrock Long Corp Bond Idx CF-2.08-2.08
FIAM Long Corporate Pool-1.85-2.10
BNY Mellon EB DV LT Credit Bond Index Fd-2.13-2.19
FIAM Long Duration CIT-2.53-2.78
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond5 year gross return5 year net return
FIAM Long Corporate Pool6.075.81
BNY Mellon EB DV LT Credit Bond Index Fd5.825.76
FIAM Long Duration CIT5.395.12
Blackrock Long Corp Bond Idx CF0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond1 year gross return1 year net return
Loomis Sayles MSFD CIT1.110.54
Pioneer Multi-Sector F/I - T3-0.12-0.29
Pioneer Multi-Sector F/I - T2-0.13-0.58
Blackrock CoreActive Bond Fund-0.71-0.71
FIAM Broad Market Duration Pool-0.67-0.92
FIAM U.S. Bond Index Pool-1.25-1.28
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond5 year gross return5 year net return
Pioneer Multi-Sector F/I - T33.683.50
Pioneer Multi-Sector F/I - T20.003.23
Blackrock CoreActive Bond Fund2.652.65
FIAM Broad Market Duration Pool2.882.63
FIAM U.S. Bond Index Pool2.152.05
Loomis Sayles MSFD CIT0.000.00
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond1 year gross return1 year net return
DDJ Total Return Credit I Composite9.688.76
BNY Mellon EB DV High Yield Beta Fund3.483.85
Wellington CIF II High Yield Bond S13.332.87
FIAM High Yield Core Institutional CF2.902.39
Brevis High Income Fund, L.P.3.162.39
Eaton Vance EB High Yield I2.942.37
Fort Washington High Yield Fixed Inc CF2.362.36
Shenkman Capital Mgt Primus HighYield CF3.032.29
Loomis Sayles HYCSV CIT2.421.91
Capital Group Global High Yield FI DB Fd0.66-0.05
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond5 year gross return5 year net return
DDJ Total Return Credit I Composite8.627.29
BNY Mellon EB DV High Yield Beta Fund5.775.64
Eaton Vance EB High Yield I6.125.59
Wellington CIF II High Yield Bond S15.615.17
FIAM High Yield Core Institutional CF5.444.92
Fort Washington High Yield Fixed Inc CF4.914.88
Capital Group Global High Yield FI DB Fd4.373.65
Brevis High Income Fund, L.P.0.000.00
Shenkman Capital Mgt Primus HighYield CF0.000.00
Loomis Sayles HYCSV CIT0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond1 year gross return1 year net return
Neuberger Berman Oppc Fxd Inc Tr Cl I1.200.70
Wellington CIF II Core Bond Plus-0.04-0.11
First Citizens Intermediate Bond Fund0.66-0.21
FIAM Core Plus Class E-0.01-0.30
FIAM Core Plus Class K-0.01-0.30
FIAM Core Plus Class F-0.05-0.30
FIAM Core Plus Pool-0.03-0.33
Wellington CIF II Core Bond Plus S1-0.11-0.39
Blackrock Interm Gov/Credit Bond CF-0.82-0.82
Neuberger Berman Core Plus Tr Cl I-0.62-0.89
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond5 year gross return5 year net return
FIAM Core Plus Class F3.483.22
FIAM Core Plus Class E3.483.17
Wellington CIF II Core Bond Plus3.263.16
FIAM Core Plus Class K3.463.16
FIAM Core Plus Pool3.463.15
Wellington CIF II Core Bond S13.202.92
Macquarie Diversified Income (CIT 45)2.982.54
PGI CIT Core Plus Bond Fund2.862.50
Blackrock US Debt Idx Fund CF2.282.28
PIMCO Total Return Collective Trust II0.002.28
Source: Morningstar Separate Account/CIT Fund Database

Short Government1 year gross return1 year net return
Blackrock 1-3 Yr Govt Bond Idx CF0.160.16
Source: Morningstar Separate Account/CIT Fund Database

Short Government5 year gross return5 year net return
Blackrock 1-3 Yr Govt Bond Idx CF0.730.73
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond1 year gross return1 year net return
FIAM Target Date Shrt Crdt Commingled Pl0.790.79
FIAM Short Duration Pool0.490.29
BNY Mellon 1-3 Yr Govt/Credit Id Instl0.170.15
Amalgamated Ultra Construction Loan-1.62-2.60
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond5 year gross return5 year net return
Amalgamated Ultra Construction Loan5.404.35
FIAM Short Duration Pool1.321.08
FIAM Target Date Shrt Crdt Commingled Pl0.000.00
BNY Mellon 1-3 Yr Govt/Credit Id Instl0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond1 year gross return1 year net return
FIAM Leveraged Loan Pool5.364.83
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond5 year gross return5 year net return
FIAM Leveraged Loan Pool4.734.21
Source: Morningstar Separate Account/CIT Fund Database

Long Government1 year gross return1 year net return
Blackrock Long Govt Bond Idx Fund CF-3.30-3.30
Blackrock 20+ Treas Bond Idx CF-3.36-3.36
State St US Lg Gov Bnd Indx SL Cl I-6.43-3.46
BNY Mellon EB DV LT Govt Bond Index Fd-3.45-3.50
Blackrock - 20+ Treas Bond Idx R-3.37-3.50
FIAM Target Date L/T Trs IdxCommingledPl-3.66-3.66
FIAM Long U.S. Treasury STRIPS Pool-4.03-4.18
Source: Morningstar Separate Account/CIT Fund Database

Long Government5 year gross return5 year net return
Blackrock 20+ Treas Bond Idx CF4.914.91
State St US Lg Gov Bnd Indx SL Cl I0.004.44
BNY Mellon EB DV LT Govt Bond Index Fd4.444.39
Blackrock Long Govt Bond Idx Fund CF3.523.52
Blackrock - 20+ Treas Bond Idx R0.000.00
FIAM Target Date L/T Trs IdxCommingledPl0.000.00
FIAM Long U.S. Treasury STRIPS Pool0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond1 year gross return1 year net return
Blackrock Long Corp Bond Idx CF-2.08-2.08
FIAM Long Corporate Pool-1.85-2.10
BNY Mellon EB DV LT Credit Bond Index Fd-2.13-2.19
FIAM Long Duration CIT-2.53-2.78
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond5 year gross return5 year net return
FIAM Long Corporate Pool6.075.81
BNY Mellon EB DV LT Credit Bond Index Fd5.825.76
FIAM Long Duration CIT5.395.12
Blackrock Long Corp Bond Idx CF0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond1 year gross return1 year net return
Loomis Sayles MSFD CIT1.110.54
Pioneer Multi-Sector F/I - T3-0.12-0.29
Pioneer Multi-Sector F/I - T2-0.13-0.58
Blackrock CoreActive Bond Fund-0.71-0.71
FIAM Broad Market Duration Pool-0.67-0.92
FIAM U.S. Bond Index Pool-1.25-1.28
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond5 year gross return5 year net return
Pioneer Multi-Sector F/I - T33.683.50
Pioneer Multi-Sector F/I - T20.003.23
Blackrock CoreActive Bond Fund2.652.65
FIAM Broad Market Duration Pool2.882.63
FIAM U.S. Bond Index Pool2.152.05
Loomis Sayles MSFD CIT0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Inflation-Protected Bond1 year gross return1 year net return
U.S. Treasury Inflation Prot Sec Fund F0.560.56
BNY Mellon TIPS Index Fund Instl0.390.38
BNY Mellon TIPS Index Fund UC10.390.32
FIAM Inter Infla-Pro Bond Index Pool0.370.31
Wellington CIF II TIPS S10.500.31
Source: Morningstar Separate Account/CIT Fund Database

Inflation-Protected Bond5 year gross return5 year net return
U.S. Treasury Inflation Prot Sec Fund F1.501.50
BNY Mellon TIPS Index Fund UC11.351.28
Wellington CIF II TIPS S11.160.94
FIAM Inter Infla-Pro Bond Index Pool0.920.83
BNY Mellon TIPS Index Fund Instl0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Stable Value1 year gross return1 year net return
Putnam Stable Value Fund: Gross2.412.37
Putnam Stable Value Fund: 15bps2.412.24
Vantagepoint PLUS Fund R102.532.23
Galliard Managed Income Fund2.532.22
Putnam Stable Value Fund: 20bps2.412.20
Vantagepoint PLUS Fund R92.532.17
Putnam Stable Value Fund: 25bps2.422.14
Vantagepoint PLUS Fund R82.532.12
Putnam Stable Value Fund: 30bps2.422.11
Vantagepoint PLUS Fund R72.532.07
Source: Morningstar Separate Account/CIT Fund Database

Stable Value5 year gross return5 year net return
Putnam Stable Value Fund: Gross2.092.07
Vantagepoint PLUS Fund R100.002.07
Vantagepoint PLUS Fund R90.002.02
Galliard Managed Income Fund2.332.01
Vantagepoint PLUS Fund R80.001.97
Putnam Stable Value Fund: 15bps2.091.94
Vantagepoint PLUS Fund R70.001.92
Putnam Stable Value Fund: 20bps2.091.89
Putnam Stable Value Fund: 25bps2.091.84
Vantagepoint PLUS Fund R52.391.83
Source: Morningstar Separate Account/CIT Fund Database

Convertibles1 year gross return1 year net return
Shenkman Capital Mgt Gamma Convert Fund8.157.27
Source: Morningstar Separate Account/CIT Fund Database

Convertibles5 year gross return5 year net return
Shenkman Capital Mgt Gamma Convert Fund5.844.99
Source: Morningstar Separate Account/CIT Fund Database

Emerging Markets Bond1 year gross return1 year net return
FIAM Emerging Market Debt Pool-2.21-2.85
Capital Group EM Debt (Broad) DB Fund-5.32-5.89
Capital Group EM Debt (Broad) DC Unit T-5.36-5.93
Source: Morningstar Separate Account/CIT Fund Database

Emerging Markets Bond5 year gross return5 year net return
FIAM Emerging Market Debt Pool5.825.14
Capital Group EM Debt (Broad) DB Fund2.101.49
Capital Group EM Debt (Broad) DC Unit T2.031.42
Source: Morningstar Separate Account/CIT Fund Database

World Allocation1 year gross return1 year net return
Wellington CIF II Divers Inflation Hg S16.374.83
PIMCO Diversified Real Asset CIT3.002.58
Capital Group Absolute Income Grower DB1.771.07
Wellington Opportunistic Investment-1.61-2.67
Source: Morningstar Separate Account/CIT Fund Database

World Allocation5 year gross return5 year net return
Wellington Opportunistic Investment5.744.64
Capital Group Absolute Income Grower DB5.344.61
PIMCO Diversified Real Asset CIT1.511.02
Wellington CIF II Divers Inflation Hg S1-0.62-1.64
Source: Morningstar Separate Account/CIT Fund Database

Conservative Allocation1 year gross return1 year net return
Manning & Napier Pro-Mix Modrte Term S4.123.19
Manning & Napier Pro-Mix Consrv Term S3.572.69
BCM DynamicBelay Balanced Growth (QDIA)3.872.35
Source: Morningstar Separate Account/CIT Fund Database

Conservative Allocation5 year gross return5 year net return
Manning & Napier Pro-Mix Modrte Term S4.954.01
Manning & Napier Pro-Mix Consrv Term S4.413.53
BCM DynamicBelay Balanced Growth (QDIA)0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Moderate Allocation1 year gross return1 year net return
Pioneer U.S. Balanced Trust - T29.328.80
BCM DynamicBelay Moderate Growth (QDIA)6.334.79
Manning & Napier Pro-Mix Extend Term S5.694.75
BCM DynamicBelay Conservative Gro(QDIA)5.173.62
FIAM Total Endowment Commingled Pool0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Moderate Allocation5 year gross return5 year net return
Pioneer U.S. Balanced Trust - T29.088.56
Manning & Napier Pro-Mix Extend Term S6.035.08
BCM DynamicBelay Moderate Growth (QDIA)0.000.00
BCM DynamicBelay Conservative Gro(QDIA)0.000.00
FIAM Total Endowment Commingled Pool0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2000-20101 year gross return1 year net return
FIAM Index Target Date 2010 V4.854.74
FIAM Index Target Date 2010 U4.854.69
FIAM Target Date 2010 S4.344.07
FIAM Target Date 2010 T4.304.05
FIAM Target Date 2010 R4.324.01
FIAM Target Date 2010 X4.394.01
FIAM Target Date 2010 Y4.364.01
FIAM Target Date 2010 W4.363.95
FIAM Target Date 2010 Q4.313.95
FIAM Target Date 2010 V4.363.90
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2000-20105 year gross return5 year net return
FIAM Target Date 2010 T6.225.96
FIAM Target Date 2010 S6.235.95
FIAM Target Date 2010 R6.235.91
FIAM Target Date 2010 Y6.235.87
FIAM Target Date 2010 X6.225.84
FIAM Target Date 2010 Q6.215.84
FIAM Target Date 2010 P6.215.79
FIAM Target Date 2010 W6.175.75
FIAM Target Date 2010 V6.235.75
FIAM Target Date 2010 U6.235.70
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2011-20151 year gross return1 year net return
FIAM Index Target Date 2015 V5.875.77
FIAM Index Target Date 2015 U5.885.72
FIAM Target Date 2015 R5.345.03
FIAM Target Date 2015 S5.295.02
FIAM Target Date 2015 T5.265.00
FIAM Target Date 2015 W5.334.91
FIAM Target Date 2015 X5.284.90
FIAM Target Date 2015 Q5.274.90
FIAM Target Date 2015 Y5.264.90
FIAM Target Date 2015 V5.324.85
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2011-20155 year gross return5 year net return
FIAM Target Date 2015 S7.046.76
FIAM Target Date 2015 R6.976.65
FIAM Target Date 2015 Y6.966.60
FIAM Target Date 2015 X6.966.58
FIAM Target Date 2015 Q6.956.58
FIAM Target Date 2015 W6.976.54
FIAM Target Date 2015 P6.966.53
FIAM Target Date 2015 V6.976.49
FIAM Target Date 2015 U6.966.43
FIAM Target Date 2015 T6.416.16
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2016-20201 year gross return1 year net return
FIAM Index Target Date 2020 V6.776.67
FIAM Index Target Date 2020 U6.786.62
FIAM Target Date 2020 T6.055.79
FIAM Target Date 2020 S6.025.75
FIAM Target Date 2020 R6.065.75
FIAM Target Date 2020 Y6.055.69
FIAM Target Date 2020 X6.005.62
FIAM Target Date 2020 Q5.995.62
FIAM Target Date 2020 P6.025.60
FIAM Target Date 2020 W6.025.59
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2016-20205 year gross return5 year net return
FIAM Target Date 2020 T7.477.21
FIAM Target Date 2020 S7.497.21
FIAM Target Date 2020 R7.487.16
FIAM Target Date 2020 Y7.477.11
FIAM Target Date 2020 Q7.467.09
FIAM Target Date 2020 X7.467.07
FIAM Target Date 2020 W7.487.05
FIAM Target Date 2020 P7.467.03
FIAM Target Date 2020 V7.476.99
FIAM Target Date 2020 U7.456.92
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2021-20251 year gross return1 year net return
FIAM Index Target Date 2025 V7.437.32
FIAM Index Target Date 2025 U7.447.28
State St Target Ret 2025 SL Cl I0.006.49
State St Target Ret 2025 NL Cl A0.006.47
FIAM Target Date 2025 R6.766.45
FIAM Target Date 2025 S6.726.45
FIAM Target Date 2025 T6.686.42
FIAM Target Date 2025 X6.776.39
FIAM Target Date 2025 Q6.766.39
FIAM Target Date 2025 Y6.756.39
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2021-20255 year gross return5 year net return
FIAM Target Date 2025 S8.097.81
FIAM Target Date 2025 T8.047.78
FIAM Target Date 2025 R8.077.74
FIAM Target Date 2025 Y8.057.69
FIAM Target Date 2025 X8.067.67
FIAM Target Date 2025 Q8.057.67
FIAM Target Date 2025 P8.057.62
FIAM Target Date 2025 W8.047.61
FIAM Target Date 2025 V8.067.58
FIAM Target Date 2025 U8.067.52
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2026-20301 year gross return1 year net return
FIAM Index Target Date 2030 V9.018.90
FIAM Index Target Date 2030 U8.978.81
FIAM Target Date 2030 S8.167.88
FIAM Target Date 2030 R8.207.88
FIAM Target Date 2030 T8.127.86
FIAM Target Date 2030 Q8.207.82
FIAM Target Date 2030 Y8.197.82
FIAM Target Date 2030 P8.207.77
FIAM Target Date 2030 X8.157.76
FIAM Target Date 2030 V8.217.73
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2026-20305 year gross return5 year net return
FIAM Target Date 2030 T9.038.77
FIAM Target Date 2030 S9.048.76
FIAM Target Date 2030 R9.058.73
FIAM Target Date 2030 Y9.048.67
FIAM Target Date 2030 Q9.048.66
FIAM Target Date 2030 X9.048.65
FIAM Target Date 2030 P9.048.60
FIAM Target Date 2030 W9.048.60
FIAM Target Date 2030 V9.048.55
FIAM Target Date 2030 U9.058.50
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2031-20351 year gross return1 year net return
FIAM Index Target Date 2035 V10.7310.62
FIAM Index Target Date 2035 U10.7510.58
FIAM Target Date 2035 R9.759.42
FIAM Target Date 2035 S9.709.41
FIAM Target Date 2035 T9.659.39
FIAM Target Date 2035 Y9.739.36
FIAM Target Date 2035 W9.759.31
FIAM Target Date 2035 X9.699.30
FIAM Target Date 2035 Q9.699.30
FIAM Target Date 2035 V9.769.27
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2031-20355 year gross return5 year net return
FIAM Target Date 2035 T9.799.53
FIAM Target Date 2035 S9.809.52
FIAM Target Date 2035 R9.819.48
FIAM Target Date 2035 Y9.829.45
FIAM Target Date 2035 Q9.809.42
FIAM Target Date 2035 X9.799.40
FIAM Target Date 2035 W9.829.38
FIAM Target Date 2035 P9.819.37
FIAM Target Date 2035 V9.819.32
FIAM Target Date 2035 U9.829.28
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2036-20401 year gross return1 year net return
FIAM Index Target Date 2040 V10.9910.88
FIAM Index Target Date 2040 U11.0210.85
Manning & Napier RT 2040 CIT Class I10.699.93
Manning & Napier RT 2040 CIT Class S10.879.78
FIAM Target Date 2040 S10.069.78
FIAM Target Date 2040 T10.019.75
FIAM Target Date 2040 X10.069.67
FIAM Target Date 2040 Y10.049.67
FIAM Target Date 2040 R9.989.65
FIAM Target Date 2040 P10.059.62
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2036-20405 year gross return5 year net return
FIAM Target Date 2040 S9.929.64
FIAM Target Date 2040 T9.919.64
FIAM Target Date 2040 R9.919.58
FIAM Target Date 2040 Y9.919.54
FIAM Target Date 2040 X9.919.52
FIAM Target Date 2040 Q9.919.52
FIAM Target Date 2040 W9.939.49
FIAM Target Date 2040 P9.919.47
FIAM Target Date 2040 V9.929.43
FIAM Target Date 2040 U9.919.36
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2041-20451 year gross return1 year net return
Manning & Napier RT 2045 CIT Class I12.6011.83
Manning & Napier RT 2045 CIT Class S12.7211.63
FIAM Index Target Date 2045 V11.0410.93
FIAM Index Target Date 2045 U11.0010.84
FIAM Target Date 2045 T10.029.76
FIAM Target Date 2045 R10.069.73
FIAM Target Date 2045 S10.019.72
FIAM Target Date 2045 Y10.059.67
Voya Target Solution 2045 Trust10.109.63
Manning & Napier Fi360 ETF 2045 CIT U10.009.63
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2041-20455 year gross return5 year net return
FIAM Target Date 2045 T9.939.66
FIAM Target Date 2045 S9.929.63
FIAM Target Date 2045 R9.949.61
FIAM Target Date 2045 Y9.929.55
FIAM Target Date 2045 Q9.929.53
FIAM Target Date 2045 X9.939.53
FIAM Target Date 2045 W9.949.51
FIAM Target Date 2045 P9.929.49
FIAM Target Date 2045 V9.939.44
FIAM Target Date 2045 U9.939.38
Source: Morningstar Separate Account/CIT Fund Database

Retirement Income1 year gross return1 year net return
Voya Target Solution Income Trust4.013.56
State St Target Ret Income SL Cl I0.003.29
State St Target Ret Income NL Cl A0.003.28
BNY Mellon SmartPath Ret Income Instl3.263.16
BNY Mellon SmartPath Retirement Income3.263.10
Manning & Napier RT Income CIT Class I3.602.89
Manning & Napier RT Income CIT Class S3.702.69
FIAM Index Target Date Income V2.642.54
FIAM Index Target Date Income U2.692.54
Manning & Napier Fi360 ETF Income CIT U2.762.41
Source: Morningstar Separate Account/CIT Fund Database

Retirement Income5 year gross return5 year net return
Voya Target Solution Income Trust5.374.91
BNY Mellon SmartPath Retirement Income4.714.55
Manning & Napier Fi360 ETF Income CIT U4.664.30
FIAM Target Date Income T4.304.05
FIAM Target Date Income S4.304.03
State St Target Ret Income SL Cl I0.003.99
State St Target Ret Income NL Cl A0.003.98
FIAM Target Date Income R4.283.97
FIAM Target Date Income Y4.303.95
FIAM Target Date Income X4.313.93
Source: Morningstar Separate Account/CIT Fund Database
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