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  1. Home
  2. INTERACTIVE
February 18, 2019 12:00 AM

Top performing managers by category: commingled accounts, 4th Quarter 2018

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    Large Blend1 year gross return1 year net return
    Blackrock Alpha Advantage 3000-0.08-0.08
    Pioneer Large Cap Core Equity Trust - T2-0.82-1.32
    Amalgamated Bank LongView 1500 Mk Idx CF-1.57-1.62
    FIAM Focused Large Cap Growth Pool-2.69-3.42
    Blackrock Russ 1000 Alpha Tilts CF-3.71-3.71
    Amalgamated Bank LongView Quant. LC CF-3.46-3.75
    Amalgamated Bank LongView LC Qtv VEBA Fd-3.49-3.78
    AMP Rising Dividend-3.22-3.94
    BlackRock Equity Index F-4.34-4.34
    Blackrock Eq Idx Fund CF-4.36-4.36
    Source: Morningstar Separate Account/CIT Fund Database

    Large Blend5 year gross return5 year net return
    BNY Mellon MCM Dynamic U.S. Equity Fund10.7310.30
    Blackrock Alpha Advantage 30009.539.53
    Amalgamated Bank LongView Quant. LC CF9.529.19
    Blackrock Russ 1000 Alpha Tilts CF9.119.11
    Amalgamated Bank LongView LC Qtv VEBA Fd9.379.04
    Amalgamated Bank LongView 1500 Mk Idx CF9.008.95
    Blackrock Alpha Tilts Fund CF8.878.87
    Blackrock Eq Idx Fund CF8.558.55
    BlackRock Equity Index F0.008.54
    State St S&P 500ˆ® Indx SL Cl I0.008.50
    Source: Morningstar Separate Account/CIT Fund Database

    Mid-Cap Blend1 year gross return1 year net return
    Burgundy US Small/Mid Cap Fund-0.87-1.79
    Blackrock Russ 3000 Alpha Tilts CF-4.17-4.17
    State St Russell Sm/Mid Cpˆ® Indx SL Cl I0.00-9.05
    State St Russell Sm/Mid Cpˆ® Indx NL Cl A0.00-9.13
    Blackrock Extended Mkt Fund CF-9.15-9.15
    BNY Mellon EB DL Mkt Completion-9.32-9.38
    Westwood Mgt Corp. SMid (EB) CF-10.17-10.97
    BNY Mellon EB DV Mid Cap SIF-10.99-11.04
    State St S&P MidCapˆ® Indx SL Cl I0.00-11.05
    BNY Mellon EB DL Mid Cap Stk Index-11.01-11.06
    Source: Morningstar Separate Account/CIT Fund Database

    Mid-Cap Blend5 year gross return5 year net return
    Blackrock Russ 3000 Alpha Tilts CF8.798.79
    BNY Mellon EB DL Mid Cap Stk Index6.966.90
    BNY Mellon EB DL Mid Cap Stk Index UC26.916.84
    Amalgamated Bank Longview Qnt Mid Cap CF7.096.51
    Burgundy US Small/Mid Cap Fund7.236.25
    State St S&P MidCapˆ® Indx SL Cl I0.006.08
    State St S&P Midcapˆ® Indx SL Cl II0.006.07
    BNY Mellon EB DV Mid Cap SIF6.116.06
    State St S&P MidCapˆ® Indx NL Cl A0.006.02
    RhumbLine S&P 400 Mid-Cap Pooled Index6.026.02
    Source: Morningstar Separate Account/CIT Fund Database

    Small Blend1 year gross return1 year net return
    Wellington CIF II Small Cap Opps-3.22-4.03
    Victory Small Cap Value Collective Fund-7.19-8.17
    Amalgamated Bank LongView 600 SC Idx CF-8.50-8.55
    State St US Sm Cap Enhanced SL Cl I0.00-9.58
    RhumbLine S&P 600 Sm-Cap Pooled Index-9.70-9.70
    State St Russell Sm Capˆ® Indx SL Cl I0.00-10.84
    BNY Mellon EB DL Small Cap SIF-10.83-10.88
    BNY Mellon Small Cap Stock Idx Fnd Instl-10.93-10.94
    BNY Mellon EB DV Non-SL Small Cap SIF-10.90-10.98
    State St Russell Sm Capˆ® Indx NL Cl S0.00-10.99
    Source: Morningstar Separate Account/CIT Fund Database

    Small Blend5 year gross return5 year net return
    Wellington CIF II Small Cap Opps7.977.08
    Victory Small Cap Value Collective Fund8.167.02
    Amalgamated Bank LongView 600 SC Idx CF6.316.26
    Rothschild & Co US Small/Mid-Cap Co Cl 26.876.07
    RhumbLine S&P 600 Sm-Cap Pooled Index6.066.06
    Rothschild & Co US Small/Mid-Cap Co Cl 10.005.96
    State St US Sm Cap Enhanced SL Cl I0.005.17
    Rothschild & Co Small-Cap Trust7.095.02
    Rothschild & Co Small/Mid-Cap Fund LLC6.734.73
    State St Russell Sm Capˆ® Indx SL Cl I0.004.66
    Source: Morningstar Separate Account/CIT Fund Database

    Large Growth1 year gross return1 year net return
    PGI CIT Blue Chip Equity Fund3.693.23
    Wellington CIF II Growth2.121.67
    The Boston US Large Cap Growth EB1.641.08
    Wellington CIF II Diversified Growth S20.001.02
    Wellington CIF II Diversified Growth S11.500.94
    Alger Capital Appreciation Series CF R10.840.18
    State St Nasdaq-100 Indxˆ® NL Cl A0.000.02
    State St Nasdaq-100 Indxˆ® NL Cl C0.000.01
    Blackrock Eq Gr Fund CF-0.06-0.06
    Alger Collective Trust Spectra Series R10.54-0.08
    Source: Morningstar Separate Account/CIT Fund Database

    Large Growth5 year gross return5 year net return
    State St Nasdaq-100 Indxˆ® NL Cl A0.0013.31
    State St Nasdaq-100 Indxˆ® NL Cl C0.0013.26
    Wellington CIF II Growth11.8211.33
    Blackrock Eq Gr Fund CF10.5010.50
    BNY Mellon Large Cap Growth SIF UC110.4610.40
    State St Russell Lg Cap Grˆ® Indx SL Cl I0.0010.40
    BlackRock Russell 1000ˆ® Growth R0.0010.40
    State St Russell Lg Cap Grˆ® Indx NL Cl C0.0010.35
    Wellington CIF II Diversified Growth S20.009.81
    Wellington CIF II Diversified Growth S110.299.68
    Source: Morningstar Separate Account/CIT Fund Database

    Mid-Cap Growth1 year gross return1 year net return
    Champlain Mid Cap Collective Fund 44.724.74
    Champlain Mid Cap Collective Fund 54.824.04
    Champlain Mid Cap Collective Fund4.803.86
    Macquarie SMID Cap Growth (CIT 80)2.832.04
    CastleArk Small Company Growth CIT-0.30-0.98
    Kayne Anderson Rudnick SC Core CIT 1-0.49-1.23
    KAR Small-Mid Cap Core Cl 1-3.95-4.62
    PGI CIT Mid-Cap Equity Fund A-6.39-6.39
    PGI CIT Mid-Cap Equity Fund-6.16-6.72
    Wellington CIF II MdCap Opportunities S2-6.48-6.94
    Source: Morningstar Separate Account/CIT Fund Database

    Mid-Cap Growth5 year gross return5 year net return
    Champlain Mid Cap Collective Fund 411.1611.14
    Champlain Mid Cap Collective Fund 50.0010.28
    Champlain Mid Cap Collective Fund11.1710.17
    PGI CIT Mid-Cap Equity Fund A8.408.40
    WTC-CIF II MdCap Opportunities S30.008.20
    PGI CIT Mid-Cap Equity Fund8.808.15
    Wellington CIF II MdCap Opportunities S28.578.05
    Macquarie SMID Cap Growth (CIT 80)8.838.00
    Wellington CIF II MdCap Opportunities S18.597.29
    CastleArk Small Company Growth CIT6.225.50
    Source: Morningstar Separate Account/CIT Fund Database

    Small Growth1 year gross return1 year net return
    Kayne Anderson Rudnick SC Sust Gr CIT 114.3613.51
    State St Russell Sm Capˆ® Gr Indx NL Cl C0.00-9.41
    FIAM Small Cap Core Class B-9.19-9.75
    FIAM Small Cap Core Class O-9.24-9.80
    FIAM Small Cap Core Class D-9.23-9.87
    FIAM Small Cap Core Pool-9.22-9.95
    FIAM Small Company Class B-9.82-10.38
    FIAM Small Company Class C-9.82-10.39
    Frontegra Small Cap Core Fund-9.94-10.52
    FIAM Small Company Pool-9.82-10.55
    Source: Morningstar Separate Account/CIT Fund Database

    Small Growth5 year gross return5 year net return
    Wellington CIF II Small Cap 2000 S17.336.41
    FIAM Small Cap Core Class B5.745.09
    FIAM Small Cap Core Class O5.705.04
    State St Russell Sm Capˆ® Gr Indx NL Cl C0.005.03
    FIAM Small Cap Core Class D5.704.96
    FIAM Small Cap Core Pool5.704.86
    FIAM Small Company Class B5.414.76
    FIAM Small Company Class C5.414.75
    FIAM Small Company Pool5.414.57
    Frontegra Small Cap Core Fund4.894.22
    Source: Morningstar Separate Account/CIT Fund Database

    Large Value1 year gross return1 year net return
    Macquarie Large Cap Value Trust 50-1.98-2.41
    Macquarie Large Cap Value Trust (CIT 55)-1.95-2.45
    American Century US Value Yield Eq Tr 2-3.15-3.52
    American Century US Value Yield Eq Tr 1-3.12-3.68
    Eaton Vance Large Cap Val CIT-5.58-6.21
    Russell 1000ˆ® Value Fund F0.00-8.10
    Blackrock Russ 1000 Val Idx CF-8.12-8.13
    BlackRock Russell 1000ˆ® Value R-8.12-8.17
    BNY Mellon Large Cap Value SIF Instl-8.22-8.22
    State St Russell Lg Cp Valˆ® Indx SL Cl I0.00-8.24
    Source: Morningstar Separate Account/CIT Fund Database

    Large Value5 year gross return5 year net return
    American Century US Value Yield Eq Tr 29.278.86
    American Century US Value Yield Eq Tr 19.288.65
    Beutel Goodman American Equity Fund8.678.02
    Macquarie Large Cap Value Trust 500.007.67
    Macquarie Large Cap Value Trust (CIT 55)8.217.66
    Blackrock Russ 1000 Val Idx CF6.056.05
    Russell 1000ˆ® Value Fund F0.006.05
    BlackRock Russell 1000ˆ® Value R0.006.01
    State St Russell Lg Cp Valˆ® Indx SL Cl I0.006.00
    BNY Mellon Large Cap Value SIF UC16.055.97
    Source: Morningstar Separate Account/CIT Fund Database

    Mid-Cap Value1 year gross return1 year net return
    Speece Thorson Value Fund-8.08-8.96
    American Century US Mid Cap Value Eq Tr-12.15-12.70
    Source: Morningstar Separate Account/CIT Fund Database

    Mid-Cap Value5 year gross return5 year net return
    American Century US Mid Cap Value Eq Tr7.356.68
    Speece Thorson Value Fund4.873.87
    Source: Morningstar Separate Account/CIT Fund Database

    Small Value1 year gross return1 year net return
    PGI CIT SMID Cap Value Equity Fund-10.63-11.26
    State St Russell Sm Cpˆ® Val Indx NL Cl C0.00-12.83
    Brandywine Institutional Small Cap BIT-15.56-16.43
    American Century US Small Cap Val Eq Tr-16.13-16.84
    Brandywine Diversified Small Cap BIT-19.41-20.06
    Brandywine Diversified Small Cap GT-19.42-20.08
    Brandywine Diversified Sm Cap Select BIT-19.95-20.59
    Source: Morningstar Separate Account/CIT Fund Database

    Small Value5 year gross return5 year net return
    PGI CIT SMID Cap Value Equity Fund6.976.12
    State St Russell Sm Cpˆ® Val Indx NL Cl C0.003.57
    American Century US Small Cap Val Eq Tr4.403.52
    Brandywine Diversified Small Cap BIT3.903.08
    Brandywine Diversified Small Cap GT3.812.99
    Brandywine Diversified Sm Cap Select BIT3.672.85
    Brandywine Institutional Small Cap BIT2.071.06
    Source: Morningstar Separate Account/CIT Fund Database

    Real Estate1 year gross return1 year net return
    Washington Capital Mgt Real Estate Eq8.577.49
    Cohen & Steers U.S. Realty Fund Class C-3.39-3.88
    Cohen & Steers U.S. Realty Fund Class B-3.42-3.95
    Cohen & Steers U.S. Realty CIT Class A-3.40-4.03
    AEW Real Estate Securities Divers Trust-3.56-4.14
    Blackrock US Real Estate Sec Idx-4.15-4.15
    BNY Mellon REIT Index Fund Instl-4.16-4.17
    BNY Mellon REIT Index Fund UC1-4.14-4.24
    American Century U.S. Real Estate Sec Tr-3.84-4.51
    PIMCO RealEstatePLUS CIT I-4.30-4.76
    Source: Morningstar Separate Account/CIT Fund Database

    Real Estate5 year gross return5 year net return
    Washington Capital Mgt Real Estate Eq11.2310.13
    AEW Real Estate Securities Divers Trust8.577.90
    Blackrock US Real Estate Sec Idx7.877.87
    BNY Mellon REIT Index Fund UC17.747.62
    American Century U.S. Real Estate Sec Tr8.357.59
    FIAM U.S. Real Estate Invest Tr CIT7.947.30
    PIMCO RealEstatePLUS CIT I0.000.00
    BNY Mellon REIT Index Fund Instl0.000.00
    Cohen & Steers U.S. Realty CIT Class A0.000.00
    Cohen & Steers U.S. Realty Fund Class B0.000.00
    Source: Morningstar Separate Account/CIT Fund Database

    Aggressive Allocation1 year gross return1 year net return
    FIAM Pension Journey 70/30 Commingled Pl-6.88-6.88
    BCM DynamicBelay Growth (QDIA)-8.65-10.02
    Source: Morningstar Separate Account/CIT Fund Database

    Aggressive Allocation5 year gross return5 year net return
    BCM DynamicBelay Growth (QDIA)0.000.00
    FIAM Pension Journey 70/30 Commingled Pl0.000.00
    Source: Morningstar Separate Account/CIT Fund Database

    Bank Loan1 year gross return1 year net return
    Voya Senior Loan Trust0.810.39
    Shenkman Capital Mgt High Yld Bank Loan0.690.11
    Source: Morningstar Separate Account/CIT Fund Database

    Bank Loan5 year gross return5 year net return
    Voya Senior Loan Trust3.362.91
    Shenkman Capital Mgt High Yld Bank Loan0.000.00
    Source: Morningstar Separate Account/CIT Fund Database

    Small Value1 year gross return1 year net return
    PGI CIT SMID Cap Value Equity Fund-10.63-11.26
    State St Russell Sm Cpˆ® Val Indx NL Cl C0.00-12.83
    Brandywine Institutional Small Cap BIT-15.56-16.43
    American Century US Small Cap Val Eq Tr-16.13-16.84
    Brandywine Diversified Small Cap BIT-19.41-20.06
    Brandywine Diversified Small Cap GT-19.42-20.08
    Brandywine Diversified Sm Cap Select BIT-19.95-20.59
    Source: Morningstar Separate Account/CIT Fund Database

    Small Value5 year gross return5 year net return
    PGI CIT SMID Cap Value Equity Fund6.976.12
    State St Russell Sm Cpˆ® Val Indx NL Cl C0.003.57
    American Century US Small Cap Val Eq Tr4.403.52
    Brandywine Diversified Small Cap BIT3.903.08
    Brandywine Diversified Small Cap GT3.812.99
    Brandywine Diversified Sm Cap Select BIT3.672.85
    Brandywine Institutional Small Cap BIT2.071.06
    Source: Morningstar Separate Account/CIT Fund Database

    Mid-Cap Value1 year gross return1 year net return
    Speece Thorson Value Fund-8.08-8.96
    American Century US Mid Cap Value Eq Tr-12.15-12.70
    Source: Morningstar Separate Account/CIT Fund Database

    Mid-Cap Value5 year gross return5 year net return
    American Century US Mid Cap Value Eq Tr7.356.68
    Speece Thorson Value Fund4.873.87
    Source: Morningstar Separate Account/CIT Fund Database

    Large Value1 year gross return1 year net return
    Macquarie Large Cap Value Trust 50-1.98-2.41
    Macquarie Large Cap Value Trust (CIT 55)-1.95-2.45
    American Century US Value Yield Eq Tr 2-3.15-3.52
    American Century US Value Yield Eq Tr 1-3.12-3.68
    Eaton Vance Large Cap Val CIT-5.58-6.21
    Russell 1000ˆ® Value Fund F0.00-8.10
    Blackrock Russ 1000 Val Idx CF-8.12-8.13
    BlackRock Russell 1000ˆ® Value R-8.12-8.17
    BNY Mellon Large Cap Value SIF Instl-8.22-8.22
    State St Russell Lg Cp Valˆ® Indx SL Cl I0.00-8.24
    Source: Morningstar Separate Account/CIT Fund Database

    Large Value5 year gross return5 year net return
    American Century US Value Yield Eq Tr 29.278.86
    American Century US Value Yield Eq Tr 19.288.65
    Beutel Goodman American Equity Fund8.678.02
    Macquarie Large Cap Value Trust 500.007.67
    Macquarie Large Cap Value Trust (CIT 55)8.217.66
    Blackrock Russ 1000 Val Idx CF6.056.05
    Russell 1000ˆ® Value Fund F0.006.05
    BlackRock Russell 1000ˆ® Value R0.006.01
    State St Russell Lg Cp Valˆ® Indx SL Cl I0.006.00
    BNY Mellon Large Cap Value SIF UC16.055.97
    Source: Morningstar Separate Account/CIT Fund Database

    Small Growth1 year gross return1 year net return
    Kayne Anderson Rudnick SC Sust Gr CIT 114.3613.51
    State St Russell Sm Capˆ® Gr Indx NL Cl C0.00-9.41
    FIAM Small Cap Core Class B-9.19-9.75
    FIAM Small Cap Core Class O-9.24-9.80
    FIAM Small Cap Core Class D-9.23-9.87
    FIAM Small Cap Core Pool-9.22-9.95
    FIAM Small Company Class B-9.82-10.38
    FIAM Small Company Class C-9.82-10.39
    Frontegra Small Cap Core Fund-9.94-10.52
    FIAM Small Company Pool-9.82-10.55
    Source: Morningstar Separate Account/CIT Fund Database

    Small Growth5 year gross return5 year net return
    Wellington CIF II Small Cap 2000 S17.336.41
    FIAM Small Cap Core Class B5.745.09
    FIAM Small Cap Core Class O5.705.04
    State St Russell Sm Capˆ® Gr Indx NL Cl C0.005.03
    FIAM Small Cap Core Class D5.704.96
    FIAM Small Cap Core Pool5.704.86
    FIAM Small Company Class B5.414.76
    FIAM Small Company Class C5.414.75
    FIAM Small Company Pool5.414.57
    Frontegra Small Cap Core Fund4.894.22
    Source: Morningstar Separate Account/CIT Fund Database

    Mid-Cap Growth1 year gross return1 year net return
    Champlain Mid Cap Collective Fund 44.724.74
    Champlain Mid Cap Collective Fund 54.824.04
    Champlain Mid Cap Collective Fund4.803.86
    Macquarie SMID Cap Growth (CIT 80)2.832.04
    CastleArk Small Company Growth CIT-0.30-0.98
    Kayne Anderson Rudnick SC Core CIT 1-0.49-1.23
    KAR Small-Mid Cap Core Cl 1-3.95-4.62
    PGI CIT Mid-Cap Equity Fund A-6.39-6.39
    PGI CIT Mid-Cap Equity Fund-6.16-6.72
    Wellington CIF II MdCap Opportunities S2-6.48-6.94
    Source: Morningstar Separate Account/CIT Fund Database

    Mid-Cap Growth5 year gross return5 year net return
    Champlain Mid Cap Collective Fund 411.1611.14
    Champlain Mid Cap Collective Fund 50.0010.28
    Champlain Mid Cap Collective Fund11.1710.17
    PGI CIT Mid-Cap Equity Fund A8.408.40
    WTC-CIF II MdCap Opportunities S30.008.20
    PGI CIT Mid-Cap Equity Fund8.808.15
    Wellington CIF II MdCap Opportunities S28.578.05
    Macquarie SMID Cap Growth (CIT 80)8.838.00
    Wellington CIF II MdCap Opportunities S18.597.29
    CastleArk Small Company Growth CIT6.225.50
    Source: Morningstar Separate Account/CIT Fund Database

    Large Growth1 year gross return1 year net return
    PGI CIT Blue Chip Equity Fund3.693.23
    Wellington CIF II Growth2.121.67
    The Boston US Large Cap Growth EB1.641.08
    Wellington CIF II Diversified Growth S20.001.02
    Wellington CIF II Diversified Growth S11.500.94
    Alger Capital Appreciation Series CF R10.840.18
    State St Nasdaq-100 Indxˆ® NL Cl A0.000.02
    State St Nasdaq-100 Indxˆ® NL Cl C0.000.01
    Blackrock Eq Gr Fund CF-0.06-0.06
    Alger Collective Trust Spectra Series R10.54-0.08
    Source: Morningstar Separate Account/CIT Fund Database

    Large Growth5 year gross return5 year net return
    State St Nasdaq-100 Indxˆ® NL Cl A0.0013.31
    State St Nasdaq-100 Indxˆ® NL Cl C0.0013.26
    Wellington CIF II Growth11.8211.33
    Blackrock Eq Gr Fund CF10.5010.50
    BNY Mellon Large Cap Growth SIF UC110.4610.40
    State St Russell Lg Cap Grˆ® Indx SL Cl I0.0010.40
    BlackRock Russell 1000ˆ® Growth R0.0010.40
    State St Russell Lg Cap Grˆ® Indx NL Cl C0.0010.35
    Wellington CIF II Diversified Growth S20.009.81
    Wellington CIF II Diversified Growth S110.299.68
    Source: Morningstar Separate Account/CIT Fund Database

    Small Blend1 year gross return1 year net return
    Wellington CIF II Small Cap Opps-3.22-4.03
    Victory Small Cap Value Collective Fund-7.19-8.17
    Amalgamated Bank LongView 600 SC Idx CF-8.50-8.55
    State St US Sm Cap Enhanced SL Cl I0.00-9.58
    RhumbLine S&P 600 Sm-Cap Pooled Index-9.70-9.70
    State St Russell Sm Capˆ® Indx SL Cl I0.00-10.84
    BNY Mellon EB DL Small Cap SIF-10.83-10.88
    BNY Mellon Small Cap Stock Idx Fnd Instl-10.93-10.94
    BNY Mellon EB DV Non-SL Small Cap SIF-10.90-10.98
    State St Russell Sm Capˆ® Indx NL Cl S0.00-10.99
    Source: Morningstar Separate Account/CIT Fund Database

    Small Blend5 year gross return5 year net return
    Wellington CIF II Small Cap Opps7.977.08
    Victory Small Cap Value Collective Fund8.167.02
    Amalgamated Bank LongView 600 SC Idx CF6.316.26
    Rothschild & Co US Small/Mid-Cap Co Cl 26.876.07
    RhumbLine S&P 600 Sm-Cap Pooled Index6.066.06
    Rothschild & Co US Small/Mid-Cap Co Cl 10.005.96
    State St US Sm Cap Enhanced SL Cl I0.005.17
    Rothschild & Co Small-Cap Trust7.095.02
    Rothschild & Co Small/Mid-Cap Fund LLC6.734.73
    State St Russell Sm Capˆ® Indx SL Cl I0.004.66
    Source: Morningstar Separate Account/CIT Fund Database

    Mid-Cap Blend1 year gross return1 year net return
    Burgundy US Small/Mid Cap Fund-0.87-1.79
    Blackrock Russ 3000 Alpha Tilts CF-4.17-4.17
    State St Russell Sm/Mid Cpˆ® Indx SL Cl I0.00-9.05
    State St Russell Sm/Mid Cpˆ® Indx NL Cl A0.00-9.13
    Blackrock Extended Mkt Fund CF-9.15-9.15
    BNY Mellon EB DL Mkt Completion-9.32-9.38
    Westwood Mgt Corp. SMid (EB) CF-10.17-10.97
    BNY Mellon EB DV Mid Cap SIF-10.99-11.04
    State St S&P MidCapˆ® Indx SL Cl I0.00-11.05
    BNY Mellon EB DL Mid Cap Stk Index-11.01-11.06
    Source: Morningstar Separate Account/CIT Fund Database

    Mid-Cap Blend5 year gross return5 year net return
    Blackrock Russ 3000 Alpha Tilts CF8.798.79
    BNY Mellon EB DL Mid Cap Stk Index6.966.90
    BNY Mellon EB DL Mid Cap Stk Index UC26.916.84
    Amalgamated Bank Longview Qnt Mid Cap CF7.096.51
    Burgundy US Small/Mid Cap Fund7.236.25
    State St S&P MidCapˆ® Indx SL Cl I0.006.08
    State St S&P Midcapˆ® Indx SL Cl II0.006.07
    BNY Mellon EB DV Mid Cap SIF6.116.06
    State St S&P MidCapˆ® Indx NL Cl A0.006.02
    RhumbLine S&P 400 Mid-Cap Pooled Index6.026.02
    Source: Morningstar Separate Account/CIT Fund Database

    Large Blend1 year gross return1 year net return
    Blackrock Alpha Advantage 3000-0.08-0.08
    Pioneer Large Cap Core Equity Trust - T2-0.82-1.32
    Amalgamated Bank LongView 1500 Mk Idx CF-1.57-1.62
    FIAM Focused Large Cap Growth Pool-2.69-3.42
    Blackrock Russ 1000 Alpha Tilts CF-3.71-3.71
    Amalgamated Bank LongView Quant. LC CF-3.46-3.75
    Amalgamated Bank LongView LC Qtv VEBA Fd-3.49-3.78
    AMP Rising Dividend-3.22-3.94
    BlackRock Equity Index F-4.34-4.34
    Blackrock Eq Idx Fund CF-4.36-4.36
    Source: Morningstar Separate Account/CIT Fund Database

    Large Blend5 year gross return5 year net return
    BNY Mellon MCM Dynamic U.S. Equity Fund10.7310.30
    Blackrock Alpha Advantage 30009.539.53
    Amalgamated Bank LongView Quant. LC CF9.529.19
    Blackrock Russ 1000 Alpha Tilts CF9.119.11
    Amalgamated Bank LongView LC Qtv VEBA Fd9.379.04
    Amalgamated Bank LongView 1500 Mk Idx CF9.008.95
    Blackrock Alpha Tilts Fund CF8.878.87
    Blackrock Eq Idx Fund CF8.558.55
    BlackRock Equity Index F0.008.54
    State St S&P 500ˆ® Indx SL Cl I0.008.50
    Source: Morningstar Separate Account/CIT Fund Database

    Long/Short Equity1 year gross return1 year net return
    Blackrock Alpha Advantage 500-3.25-3.25
    Source: Morningstar Separate Account/CIT Fund Database

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

    World Stock1 year gross return1 year net return
    Hardman Johnston Glb Equity Group Trust-4.62-5.24
    American Century Glbl Grwth Eq Tr Tier 2-4.96-5.51
    FIAM Global Low Volatility Eq Pool-5.76-6.00
    Wellington CIF Global Research Equity-8.26-8.96
    Wellington CIF Global Value-9.13-9.81
    FIAM Select Global CIT D-10.28-10.82
    FIAM Select Global CIT-10.36-10.99
    Wellington CIF Unconstrained Themes-10.80-11.44
    Wellington CIF II Global Equities-11.73-11.83
    Wellington CIF Global Contrarian Equity-11.82-12.61
    Source: Morningstar Separate Account/CIT Fund Database

    World Stock5 year gross return5 year net return
    Hardman Johnston Glb Equity Group Trust9.278.58
    Wellington CIF Global Research Equity6.175.38
    American Century Glbl Grwth Eq Tr Tier 25.504.89
    Thornburg Global Equity Income Fund CIT4.754.07
    Wellington CIF II Global Equities3.563.36
    Wellington CIF Unconstrained Themes4.333.35
    FIAM Select Global CIT D0.003.30
    FIAM Select Global CIT3.903.18
    Wellington CIF Global Value3.732.96
    Brandywine Quant Global Value Eq BIT3.782.81
    Source: Morningstar Separate Account/CIT Fund Database

    Foreign Large Value1 year gross return1 year net return
    Mondrian International Eq CIT IX-11.08-11.51
    Mondrian International Equity CIT VIII-11.16-11.51
    Mondrian International Equity CIT I-11.23-11.81
    Beutel Goodman International Equity Fund-14.72-15.36
    LongView Intl. Value Eq Coll Fund-18.41-16.35
    KBIGI EAFE Developed Equity Strategy-16.33-16.88
    KBI EAFE Markets Equity CIT A-16.24-16.94
    LSV Asset Mgt Intl Lg Cap Val Eq Trust-16.95-17.56
    Macquarie Intl Value Equity (CIT 70)-17.01-17.59
    Pictet International Equity Fund LLC-19.45-20.14
    Source: Morningstar Separate Account/CIT Fund Database

    Foreign Large Value5 year gross return5 year net return
    LSV Asset Mgt Intl Lg Cap Val Eq Trust1.150.42
    Macquarie Intl Value Equity (CIT 70)0.49-0.21
    Pictet International Equity Fund LLC0.63-0.22
    KBIGI EAFE Developed Equity Strategy-0.14-0.79
    LongView Intl. Value Eq Coll Fund-0.85-0.89
    Beutel Goodman International Equity Fund-0.31-1.05
    KBI EAFE Markets Equity CIT A0.000.00
    Mondrian International Equity CIT I0.000.00
    Mondrian International Eq CIT IX0.000.00
    Mondrian International Equity CIT VIII0.000.00
    Source: Morningstar Separate Account/CIT Fund Database

    Foreign Large Blend1 year gross return1 year net return
    Altrinsic International Equity Collectiv-6.59-7.45
    Blackrock Curr Hedged EAFE Idx CF-8.60-8.60
    Acadian Intl Eq Managed Vol M-11.87-12.11
    BlackRock EAFEˆ® Equity Index F-13.43-13.44
    BNY Mellon EB DL Intl Stk Index-13.37-13.44
    Blackrock EAFE Eq Idx Fund CF-13.45-13.46
    BNY Mellon International SIF Instl-13.47-13.47
    State St Intl Indx SL Cl I0.00-13.49
    BNY Mellon EB DV Intl Stk Index-13.43-13.52
    BNY Mellon International Stock Id Fd UC1-13.45-13.53
    Source: Morningstar Separate Account/CIT Fund Database

    Foreign Large Blend5 year gross return5 year net return
    Blackrock Curr Hedged EAFE Idx CF4.964.96
    Blackrock Intl Alpha Tilt CF2.372.37
    State St Gbl All Cp Eq ex-US Idx NL Cl A0.001.10
    PGI CIT Diversified International Eq Fd1.631.02
    BlackRock MSCI ACWI ex-U.S. Index R0.000.91
    State St Intl Indx SL Cl I0.000.90
    Blackrock EAFE Eq Idx Fund CF0.900.90
    BlackRock EAFEˆ® Equity Index F0.880.87
    BNY Mellon EB DV Non-SL ACWI ex-US0.930.83
    State St Intl Indx NL Cl A0.000.83
    Source: Morningstar Separate Account/CIT Fund Database

    Foreign Large Growth1 year gross return1 year net return
    MFS Heritage International Growth 02-8.14-8.48
    Capital Group Intl All Countries Eq DB-11.16-11.79
    Capital Group Intl All Countries Eq DC-T-11.23-11.85
    Capital Group Int'l Equity DB Fund-11.34-11.97
    Capital Group Intl Equity DC Unit T-11.38-12.00
    Vontobel International Equity CIT-11.92-12.51
    Hardman Johnston Intl Equity Group Trust-13.31-13.88
    FIAM International Growth Pool-14.77-15.37
    Manning & Napier Non-U.S. Eq Labor CIT-16.01-16.64
    Axiom International Equity Trust 2-16.32-17.03
    Source: Morningstar Separate Account/CIT Fund Database

    Foreign Large Growth5 year gross return5 year net return
    MFS Heritage International Growth 024.434.03
    Hardman Johnston Intl Equity Group Trust4.303.58
    Vontobel International Equity CIT3.512.85
    Capital Group Intl All Countries Eq DB2.842.13
    Capital Group Intl All Countries Eq DC-T2.762.04
    Capital Group Intl Equity DC Unit T2.161.45
    Capital Group Int'l Equity DB Fund2.071.35
    William Blair International Growth CIT1.270.49
    FIAM International Growth Pool-0.06-0.76
    Manning & Napier Non-U.S. Eq Labor CIT-1.97-2.70
    Source: Morningstar Separate Account/CIT Fund Database

    Foreign Small/Mid Value1 year gross return1 year net return
    Segall Bryant & Hamill Int Sm Cp Fndrs +-24.22-24.75
    Segall B & H Intl Sml Cap Founders-24.22-24.86
    Segall Bryant & Hamill Int SC Inst Plus-24.18-24.86
    Segall Bryant & Hamill Int SC InstUnits-24.29-24.93
    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 Inst Plus0.000.00
    Segall Bryant & Hamill Int SC InstUnits0.000.00
    Source: Morningstar Separate Account/CIT Fund Database

    Foreign Small/Mid Growth1 year gross return1 year net return
    Rainier Small Cap International Equity L-17.27-17.93
    Rainier Small Cap International Equity A-17.30-18.17
    Axiom International Small Cap Trust 2-19.09-19.77
    Source: Morningstar Separate Account/CIT Fund Database

    Foreign Small/Mid Growth5 year gross return5 year net return
    Rainier Small Cap International Equity L6.635.73
    Rainier Small Cap International Equity A0.005.46
    Axiom International Small Cap Trust 20.000.00
    Source: Morningstar Separate Account/CIT Fund Database

    Europe Stock1 year gross return1 year net return
    FIAM Europe Growth Pool-14.76-15.37
    Source: Morningstar Separate Account/CIT Fund Database

    Europe Stock5 year gross return5 year net return
    FIAM Europe Growth Pool-1.13-1.82
    Source: Morningstar Separate Account/CIT Fund Database

    Pacific/Asia ex-Japan Stk1 year gross return1 year net return
    NT MSCI AC Asia ex Japan-ND-14.17-14.28
    Source: Morningstar Separate Account/CIT Fund Database

    Pacific/Asia ex-Japan Stk5 year gross return5 year net return
    NT MSCI AC Asia ex Japan-ND4.154.00
    Source: Morningstar Separate Account/CIT Fund Database

    Diversified Emerging Mkts1 year gross return1 year net return
    Capital EM Total Opportunities DB Fund-10.24-11.13
    Mondrian All Countrs Wld ex US EqTier V-11.36-11.90
    KBIGI Emerging Markets Strategy-12.20-12.77
    Parametric Emerging Markets Equity (CIT)-12.87-13.31
    FIAM Emerging Markets Commingled Pool-13.38-13.38
    KBI Emerging Markets Equity CIT A-12.82-13.39
    LSV Asset Mgt Emg Mkts Val Eq Fund LP-13.07-13.91
    KBI Emerging Markets Equity CIT B-13.24-14.00
    City of London Global Emg Mkts Fund-13.51-14.42
    Blackrock MSCI Emg Mrkt Free Idx-14.61-14.61
    Source: Morningstar Separate Account/CIT Fund Database

    Diversified Emerging Mkts5 year gross return5 year net return
    FIAM Select Emerging Markets Class A4.083.35
    FIAM Select Emerging Markets Class D4.083.30
    EARNEST Partners Emerging Markets Fund2.831.81
    FIAM Emerging Markets Commingled Pool1.781.78
    State St Emg Mkts Indx NL Cl A0.001.53
    William Emerging Markets Growth CIT2.251.43
    LSV Asset Mgt Emg Mkts Val Eq Fund LP2.241.26
    KBIGI Emerging Markets Strategy1.440.78
    Templeton Intl Emg Mkt CF1.910.74
    State St Actv Emg Mkts NL Cl A0.000.62
    Source: Morningstar Separate Account/CIT Fund Database

    Global Real Estate1 year gross return1 year net return
    Blackrock Ex-US Real Estate Idx-5.90-1.21
    PGI CIT Global Real Estate Securities Fd-2.61-3.29
    RREEF Global Real Estate Sec Cmgld Fund-3.32-3.32
    Cohen & Steers Global Realty CIT B-2.90-3.58
    Cohen & Steers Global Realty CIT-2.93-3.66
    RREEF Global Real Estate Sec CF-A-4.00-4.00
    AEW Gl Property Secs Master Tr-DC Plan B-3.78-4.16
    AEW Gl Property Secs Master Tr-DC Plan A-3.93-4.36
    Voya Global Real Estate-7.77-8.62
    Source: Morningstar Separate Account/CIT Fund Database

    Global Real Estate5 year gross return5 year net return
    RREEF Global Real Estate Sec Cmgld Fund6.086.07
    PGI CIT Global Real Estate Securities Fd6.655.91
    AEW Gl Property Secs Master Tr-DC Plan B0.005.66
    AEW Gl Property Secs Master Tr-DC Plan A6.075.58
    RREEF Global Real Estate Sec CF-A5.305.30
    Voya Global Real Estate3.592.72
    Blackrock Ex-US Real Estate Idx0.000.00
    Cohen & Steers Global Realty CIT B0.000.00
    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 S24.664.23
    Franklin Templeton Global Bond Plus (CF)2.642.08
    FIAM Tactical Bond Pool-0.56-0.56
    MacKay Shields Core Fixed Inc CIT Cl 3-0.45-0.59
    PIMCO Global Advantage Strategy CIT II-0.24-0.80
    PIMCO Global Advantage Strategy III CIT-0.19-0.89
    Brandywine Global Fixed Income GT-3.06-3.59
    Brandywine Global Fixed Income BGIMT-3.22-3.66
    Brandywine Global Fixed Income BIT-3.31-3.84
    Brandywine International Fixed Inc BIT-4.04-4.56
    Source: Morningstar Separate Account/CIT Fund Database

    World Bond5 year gross return5 year net return
    FIAM Tactical Bond Pool4.014.01
    Brandywine Global Opportun Fxd BGIMT2.371.82
    Franklin Templeton Global Bond Plus (CF)2.071.56
    Brandywine Global Fixed Income BIT1.891.33
    Brandywine Global Fixed Income GT1.871.31
    Brandywine Global Fixed Income BGIMT1.721.27
    PIMCO Global Advantage Strategy CIT II1.530.95
    PIMCO Global Advantage Strategy III CIT1.540.82
    Brandywine Intl Opportunistic Fxd BIT1.370.81
    Brandywine International Fixed Inc BIT0.670.11
    Source: Morningstar Separate Account/CIT Fund Database

    High Yield Bond1 year gross return1 year net return
    DDJ Total Return Credit I Composite5.194.55
    MacKay Shields High Yld Bond CIT Class 1-0.89-1.24
    BNY Mellon EB DV High Yield Beta Fund-1.89-1.52
    Fort Washington High Yield Fixed Inc CF-1.98-1.98
    Shenkman Capital Mgt Primus HighYield CF-1.30-1.99
    Eaton Vance EB High Yield I-1.67-2.21
    Wellington CIF II High Yield Bond S1-2.18-2.60
    Capital Group Global High-Income Opp DB-2.10-2.78
    Loomis Sayles HYCSV CIT-2.32-2.81
    FIAM High Yield Bond Commingled Pool-2.55-3.03
    Source: Morningstar Separate Account/CIT Fund Database

    High Yield Bond5 year gross return5 year net return
    DDJ Total Return Credit I Composite6.975.85
    Eaton Vance EB High Yield I4.544.01
    BNY Mellon EB DV High Yield Beta Fund4.023.89
    Wellington CIF II High Yield Bond S13.963.53
    Fort Washington High Yield Fixed Inc CF3.343.34
    FIAM High Yield Bond Commingled Pool3.703.19
    Capital Group Global High-Income Opp DB3.512.79
    MacKay Shields High Yld Bond CIT Class 10.000.00
    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
    Blackrock Interm Gov/Credit Bond CF1.000.99
    State St US Int Gov/Crd Bnd Indx SL Cl I0.000.98
    First Citizens Intermediate Bond Fund0.660.93
    State St US Int Gov/Crd Bnd Indx NL Cl A0.000.91
    FIAM Intermediate Duration Pool D0.830.57
    FIAM Intermediate Duration Pool0.820.57
    AFL-CIO Housing Inv Trust AFL-CIO CF0.590.15
    U.S. Debt Index Fund F0.070.07
    Blackrock US Debt Idx Fund CF0.070.06
    State St US Bnd Indx SL Cl I0.000.06
    Source: Morningstar Separate Account/CIT Fund Database

    Intermediate-Term Bond5 year gross return5 year net return
    FIAM Core Plus Class F3.423.17
    FIAM Core Plus Class E3.423.11
    FIAM Core Plus Class K3.413.10
    FIAM Core Plus Pool3.413.10
    Wellington CIF II Core Bond Plus3.183.09
    Wellington CIF II Core Bond S13.252.97
    FIAM Broad Market Duration Pool3.072.82
    U.S. Debt Index Fund F2.642.64
    Blackrock US Debt Idx Fund CF2.642.64
    PIMCO Core Plus Bond2.982.59
    Source: Morningstar Separate Account/CIT Fund Database

    Short Government1 year gross return1 year net return
    Blackrock 1-3 Yr Govt Bond Idx CF1.721.72
    Source: Morningstar Separate Account/CIT Fund Database

    Short Government5 year gross return5 year net return
    Blackrock 1-3 Yr Govt Bond Idx CF0.980.98
    Source: Morningstar Separate Account/CIT Fund Database

    Short-Term Bond1 year gross return1 year net return
    Washington Capital Mgt Mortgage Inc CF3.652.98
    FIAM Target Date Short Credit Cmgld Pool1.581.58
    BNY Mellon Capital 1-3Y Govt/Cr Bd Idx1.571.57
    BNY Mellon 1-3 Yr Govt/Credit Id Instl1.561.55
    FIAM Short Duration Pool1.551.35
    Amalgamated Ultra Construction Loan-3.02-3.99
    Source: Morningstar Separate Account/CIT Fund Database

    Short-Term Bond5 year gross return5 year net return
    Washington Capital Mgt Mortgage Inc CF5.014.33
    Amalgamated Ultra Construction Loan3.962.92
    FIAM Short Duration Pool1.441.20
    FIAM Target Date Short Credit Cmgld Pool0.000.00
    BNY Mellon Capital 1-3Y Govt/Cr Bd Idx0.000.00
    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 Pool0.760.26
    Source: Morningstar Separate Account/CIT Fund Database

    Ultrashort Bond5 year gross return5 year net return
    FIAM Leveraged Loan Pool3.653.13
    Source: Morningstar Separate Account/CIT Fund Database

    Long Government1 year gross return1 year net return
    FIAM Target Date LT Treas Idx Cmgld Pool-1.55-1.55
    State St US Lg Gov Bnd Indx SL Cl I0.00-1.74
    BNY Mellon EB DV LT Govt Bond Index Fd-1.73-1.78
    Blackrock 20+ Treas Bond Idx CF-1.85-1.85
    Blackrock - 20+ Treas Bond Idx R-1.86-2.00
    FIAM Long U.S. Treasury STRIPS Pool Idx-3.96-4.10
    Blackrock Long Govt Bond Idx Fund CF-11.63-11.63
    Source: Morningstar Separate Account/CIT Fund Database

    Long Government5 year gross return5 year net return
    Blackrock 20+ Treas Bond Idx CF6.476.47
    State St US Lg Gov Bnd Indx SL Cl I0.005.94
    BNY Mellon EB DV LT Govt Bond Index Fd5.935.88
    Blackrock Long Govt Bond Idx Fund CF2.762.76
    FIAM Target Date LT Treas Idx Cmgld Pool0.000.00
    Blackrock - 20+ Treas Bond Idx R0.000.00
    FIAM Long U.S. Treasury STRIPS Pool Idx0.000.00
    Source: Morningstar Separate Account/CIT Fund Database

    Long-Term Bond1 year gross return1 year net return
    FIAM Long Duration CIT-4.58-4.82
    Wellington CIF II Long Bond0.00-5.20
    Blackrock Long Corp Bond Idx CF-6.75-6.77
    BNY Mellon EB DV LT Credit Bond Index Fd-6.74-6.79
    FIAM Long Corporate Pool-6.88-7.12
    Source: Morningstar Separate Account/CIT Fund Database

    Long-Term Bond5 year gross return5 year net return
    Wellington CIF II Long Bond0.005.59
    FIAM Long Duration CIT5.565.30
    BNY Mellon EB DV LT Credit Bond Index Fd5.155.09
    FIAM Long Corporate Pool5.345.08
    Blackrock Long Corp Bond Idx CF0.000.00
    Source: Morningstar Separate Account/CIT Fund Database

    Multisector Bond1 year gross return1 year net return
    BlackRock CorePlus Bond0.090.09
    Blackrock CoreActive Bond Fund0.040.04
    Loomis Sayles MSFD CIT0.09-0.48
    Pioneer Multi-Sector F/I - T3-0.83-1.00
    Pioneer Multi-Sector F/I - T2-0.77-1.22
    Source: Morningstar Separate Account/CIT Fund Database

    Multisector Bond5 year gross return5 year net return
    Pioneer Multi-Sector F/I - T33.333.15
    BlackRock CorePlus Bond2.982.98
    Blackrock CoreActive Bond Fund2.972.97
    Pioneer Multi-Sector F/I - T20.002.89
    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 Composite5.194.55
    MacKay Shields High Yld Bond CIT Class 1-0.89-1.24
    BNY Mellon EB DV High Yield Beta Fund-1.89-1.52
    Fort Washington High Yield Fixed Inc CF-1.98-1.98
    Shenkman Capital Mgt Primus HighYield CF-1.30-1.99
    Eaton Vance EB High Yield I-1.67-2.21
    Wellington CIF II High Yield Bond S1-2.18-2.60
    Capital Group Global High-Income Opp DB-2.10-2.78
    Loomis Sayles HYCSV CIT-2.32-2.81
    FIAM High Yield Bond Commingled Pool-2.55-3.03
    Source: Morningstar Separate Account/CIT Fund Database

    High Yield Bond5 year gross return5 year net return
    DDJ Total Return Credit I Composite6.975.85
    Eaton Vance EB High Yield I4.544.01
    BNY Mellon EB DV High Yield Beta Fund4.023.89
    Wellington CIF II High Yield Bond S13.963.53
    Fort Washington High Yield Fixed Inc CF3.343.34
    FIAM High Yield Bond Commingled Pool3.703.19
    Capital Group Global High-Income Opp DB3.512.79
    MacKay Shields High Yld Bond CIT Class 10.000.00
    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
    Blackrock Interm Gov/Credit Bond CF1.000.99
    State St US Int Gov/Crd Bnd Indx SL Cl I0.000.98
    First Citizens Intermediate Bond Fund0.660.93
    State St US Int Gov/Crd Bnd Indx NL Cl A0.000.91
    FIAM Intermediate Duration Pool D0.830.57
    FIAM Intermediate Duration Pool0.820.57
    AFL-CIO Housing Inv Trust AFL-CIO CF0.590.15
    U.S. Debt Index Fund F0.070.07
    Blackrock US Debt Idx Fund CF0.070.06
    State St US Bnd Indx SL Cl I0.000.06
    Source: Morningstar Separate Account/CIT Fund Database

    Intermediate-Term Bond5 year gross return5 year net return
    FIAM Core Plus Class F3.423.17
    FIAM Core Plus Class E3.423.11
    FIAM Core Plus Class K3.413.10
    FIAM Core Plus Pool3.413.10
    Wellington CIF II Core Bond Plus3.183.09
    Wellington CIF II Core Bond S13.252.97
    FIAM Broad Market Duration Pool3.072.82
    U.S. Debt Index Fund F2.642.64
    Blackrock US Debt Idx Fund CF2.642.64
    PIMCO Core Plus Bond2.982.59
    Source: Morningstar Separate Account/CIT Fund Database

    Short Government1 year gross return1 year net return
    Blackrock 1-3 Yr Govt Bond Idx CF1.721.72
    Source: Morningstar Separate Account/CIT Fund Database

    Short Government5 year gross return5 year net return
    Blackrock 1-3 Yr Govt Bond Idx CF0.980.98
    Source: Morningstar Separate Account/CIT Fund Database

    Short-Term Bond1 year gross return1 year net return
    Washington Capital Mgt Mortgage Inc CF3.652.98
    FIAM Target Date Short Credit Cmgld Pool1.581.58
    BNY Mellon Capital 1-3Y Govt/Cr Bd Idx1.571.57
    BNY Mellon 1-3 Yr Govt/Credit Id Instl1.561.55
    FIAM Short Duration Pool1.551.35
    Amalgamated Ultra Construction Loan-3.02-3.99
    Source: Morningstar Separate Account/CIT Fund Database

    Short-Term Bond5 year gross return5 year net return
    Washington Capital Mgt Mortgage Inc CF5.014.33
    Amalgamated Ultra Construction Loan3.962.92
    FIAM Short Duration Pool1.441.20
    FIAM Target Date Short Credit Cmgld Pool0.000.00
    BNY Mellon Capital 1-3Y Govt/Cr Bd Idx0.000.00
    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 Pool0.760.26
    Source: Morningstar Separate Account/CIT Fund Database

    Ultrashort Bond5 year gross return5 year net return
    FIAM Leveraged Loan Pool3.653.13
    Source: Morningstar Separate Account/CIT Fund Database

    Long Government1 year gross return1 year net return
    FIAM Target Date LT Treas Idx Cmgld Pool-1.55-1.55
    State St US Lg Gov Bnd Indx SL Cl I0.00-1.74
    BNY Mellon EB DV LT Govt Bond Index Fd-1.73-1.78
    Blackrock 20+ Treas Bond Idx CF-1.85-1.85
    Blackrock - 20+ Treas Bond Idx R-1.86-2.00
    FIAM Long U.S. Treasury STRIPS Pool Idx-3.96-4.10
    Blackrock Long Govt Bond Idx Fund CF-11.63-11.63
    Source: Morningstar Separate Account/CIT Fund Database

    Long Government5 year gross return5 year net return
    Blackrock 20+ Treas Bond Idx CF6.476.47
    State St US Lg Gov Bnd Indx SL Cl I0.005.94
    BNY Mellon EB DV LT Govt Bond Index Fd5.935.88
    Blackrock Long Govt Bond Idx Fund CF2.762.76
    FIAM Target Date LT Treas Idx Cmgld Pool0.000.00
    Blackrock - 20+ Treas Bond Idx R0.000.00
    FIAM Long U.S. Treasury STRIPS Pool Idx0.000.00
    Source: Morningstar Separate Account/CIT Fund Database

    Long-Term Bond1 year gross return1 year net return
    FIAM Long Duration CIT-4.58-4.82
    Wellington CIF II Long Bond0.00-5.20
    Blackrock Long Corp Bond Idx CF-6.75-6.77
    BNY Mellon EB DV LT Credit Bond Index Fd-6.74-6.79
    FIAM Long Corporate Pool-6.88-7.12
    Source: Morningstar Separate Account/CIT Fund Database

    Long-Term Bond5 year gross return5 year net return
    Wellington CIF II Long Bond0.005.59
    FIAM Long Duration CIT5.565.30
    BNY Mellon EB DV LT Credit Bond Index Fd5.155.09
    FIAM Long Corporate Pool5.345.08
    Blackrock Long Corp Bond Idx CF0.000.00
    Source: Morningstar Separate Account/CIT Fund Database

    Multisector Bond1 year gross return1 year net return
    BlackRock CorePlus Bond0.090.09
    Blackrock CoreActive Bond Fund0.040.04
    Loomis Sayles MSFD CIT0.09-0.48
    Pioneer Multi-Sector F/I - T3-0.83-1.00
    Pioneer Multi-Sector F/I - T2-0.77-1.22
    Source: Morningstar Separate Account/CIT Fund Database

    Multisector Bond5 year gross return5 year net return
    Pioneer Multi-Sector F/I - T33.333.15
    BlackRock CorePlus Bond2.982.98
    Blackrock CoreActive Bond Fund2.972.97
    Pioneer Multi-Sector F/I - T20.002.89
    Loomis Sayles MSFD CIT0.000.00
    Source: Morningstar Separate Account/CIT Fund Database

    Inflation-Protected Bond1 year gross return1 year net return
    Wellington CIF II TIPS S1-0.16-0.35
    FIAM Inter Infla-Pro Bond Index Pool D-0.32-0.36
    FIAM Int Infl-Prot Bond Index Cmgld Pool-0.32-0.37
    U.S. Treasury Inflation Prot Sec Fund F-1.14-1.14
    BNY Mellon TIPS Index Fund Instl-1.26-1.28
    BNY Mellon Capital TIPS Index-1.25-1.32
    BNY Mellon TIPS Index Fund UC1-1.26-1.33
    Source: Morningstar Separate Account/CIT Fund Database

    Inflation-Protected Bond5 year gross return5 year net return
    U.S. Treasury Inflation Prot Sec Fund F1.821.82
    BNY Mellon TIPS Index Fund UC11.691.62
    Wellington CIF II TIPS S11.441.22
    FIAM Inter Infla-Pro Bond Index Pool D1.191.15
    FIAM Int Infl-Prot Bond Index Cmgld Pool1.191.10
    BNY Mellon TIPS Index Fund Instl0.000.00
    BNY Mellon Capital TIPS Index0.000.00
    Source: Morningstar Separate Account/CIT Fund Database

    Stable Value1 year gross return1 year net return
    Putnam Stable Value Fund: Gross2.502.50
    Putnam Stable Value Fund: 15bps2.502.36
    Galliard Managed Income Fund2.272.31
    Putnam Stable Value Fund: 20bps2.502.30
    Putnam Stable Value Fund: 25bps2.522.24
    Putnam Stable Value Fund: 30bps2.512.20
    Wells Fargo Stable Value E0.002.06
    Wells Fargo Stable Value Fund D0.002.05
    Putnam Stable Value Fund: 45bps2.522.05
    Wells Fargo Stable Value Fund Q (25)0.002.01
    Source: Morningstar Separate Account/CIT Fund Database

    Stable Value5 year gross return5 year net return
    Putnam Stable Value Fund: Gross2.132.11
    Galliard Managed Income Fund0.002.03
    Putnam Stable Value Fund: 15bps2.131.98
    Putnam Stable Value Fund: 20bps2.131.93
    Putnam Stable Value Fund: 25bps2.131.88
    Putnam Stable Value Fund: 30bps2.131.82
    Wells Fargo Stable Value Fund D0.001.77
    Putnam Stable Value Fund: 45bps2.131.67
    Wells Fargo Stable Value E0.001.65
    Putnam Stable Value Fund: 50bps2.131.62
    Source: Morningstar Separate Account/CIT Fund Database

    Convertibles1 year gross return1 year net return
    Shenkman Capital Mgt Gamma Convert Fund-1.00-1.82
    Source: Morningstar Separate Account/CIT Fund Database

    Convertibles5 year gross return5 year net return
    Shenkman Capital Mgt Gamma Convert Fund3.522.69
    Source: Morningstar Separate Account/CIT Fund Database

    Emerging Markets Bond1 year gross return1 year net return
    FIAM Emerging Mkts Debt Commingled Pool-4.56-5.18
    Capital Group EM Debt (Broad) DB Fund-4.69-5.26
    Capital Group EM Debt (Broad) DC Unit T-4.71-5.29
    Wellington CIF II Opportunistic EM DbtS10.00-5.78
    Source: Morningstar Separate Account/CIT Fund Database

    Emerging Markets Bond5 year gross return5 year net return
    FIAM Emerging Mkts Debt Commingled Pool5.164.48
    Wellington CIF II Opportunistic EM DbtS10.004.30
    Capital Group EM Debt (Broad) DB Fund2.311.69
    Capital Group EM Debt (Broad) DC Unit T2.231.62
    Source: Morningstar Separate Account/CIT Fund Database

    World Allocation1 year gross return1 year net return
    PIMCO Diversified Real Asset CIT-4.92-5.31
    Capital Group Absolute Income Grower DB-7.08-7.73
    Wellington Opportunistic Investment-10.88-11.87
    Wellington CIF II Divers Inflation Hg S1-10.63-12.24
    Source: Morningstar Separate Account/CIT Fund Database

    World Allocation5 year gross return5 year net return
    Capital Group Absolute Income Grower DB2.762.04
    Wellington Opportunistic Investment3.112.03
    PIMCO Diversified Real Asset CIT0.660.18
    Wellington CIF II Divers Inflation Hg S1-3.52-4.58
    Source: Morningstar Separate Account/CIT Fund Database

    Conservative Allocation1 year gross return1 year net return
    Manning & Napier Pro-Mix Consrv Term S-1.34-2.18
    Manning & Napier Pro-Mix Modrte Term S-2.27-3.15
    BCM DynamicBelay Balanced Growth (QDIA)-4.61-6.04
    FIAM Pension Journey 30/70 Commingled Pl-6.40-6.40
    Source: Morningstar Separate Account/CIT Fund Database

    Conservative Allocation5 year gross return5 year net return
    Manning & Napier Pro-Mix Consrv Term S3.102.22
    Manning & Napier Pro-Mix Modrte Term S3.132.20
    BCM DynamicBelay Balanced Growth (QDIA)0.000.00
    FIAM Pension Journey 30/70 Commingled Pl0.000.00
    Source: Morningstar Separate Account/CIT Fund Database

    Moderate Allocation1 year gross return1 year net return
    Manning & Napier Pro-Mix Extend Term S-3.08-3.94
    Pioneer U.S. Balanced Trust - T2-3.78-4.24
    FIAM Pension Journey 60/40 Commingled Pl-6.71-6.71
    FIAM Pension Journey 50/50 Commingled Pl-6.72-6.72
    BCM DynamicBelay Conservative Gro(QDIA)-5.71-7.12
    FIAM Total Endowment Commingled Pool-7.21-7.21
    Harris Assoc. Oakmark Eq & Inc Cl 2-7.53-7.70
    Harris Oakmark Equity & Income CIT-7.51-8.07
    BCM DynamicBelay Moderate Growth (QDIA)-7.09-8.46
    Source: Morningstar Separate Account/CIT Fund Database

    Moderate Allocation5 year gross return5 year net return
    Pioneer U.S. Balanced Trust - T26.005.49
    Harris Assoc. Oakmark Eq & Inc Cl 20.003.80
    Harris Oakmark Equity & Income CIT4.203.57
    Manning & Napier Pro-Mix Extend Term S3.612.68
    FIAM Pension Journey 60/40 Commingled Pl0.000.00
    FIAM Pension Journey 50/50 Commingled Pl0.000.00
    BCM DynamicBelay Conservative Gro(QDIA)0.000.00
    FIAM Total Endowment Commingled Pool0.000.00
    BCM DynamicBelay Moderate Growth (QDIA)0.000.00
    Source: Morningstar Separate Account/CIT Fund Database

    Target Date 2000-20101 year gross return1 year net return
    FIAM Index Target Date 2005 V-1.27-1.37
    FIAM Index Target Date 2005 Y-1.36-1.43
    FIAM Index Target Date 2005 T-1.37-1.44
    FIAM Index Target Date 2005 S-1.40-1.48
    FIAM Index Target Date 2005 U-1.36-1.51
    FIAM Blend Target Date 2005 T-1.92-2.15
    FIAM Blend Target Date 2005 S-1.90-2.15
    FIAM Blend Target Date 2005 R-1.93-2.22
    FIAM Blend Target Date 2005 Y-1.89-2.23
    FIAM Index Target Date 2010 Y-2.21-2.27
    Source: Morningstar Separate Account/CIT Fund Database

    Target Date 2000-20105 year gross return5 year net return
    FIAM Blend Target Date 2010 T4.314.06
    FIAM Blend Target Date 2010 S4.334.05
    FIAM Blend Target Date 2010 R4.314.00
    FIAM Blend Target Date 2010 Y4.313.96
    FIAM Blend Target Date 2010 X4.313.93
    FIAM Blend Target Date 2010 Q4.303.93
    FIAM Blend Target Date 2010 W4.263.85
    FIAM Blend Target Date 2010 V4.313.84
    FIAM Blend Target Date 2010 U4.323.80
    FIAM Blend Target Date 2005 T3.983.73
    Source: Morningstar Separate Account/CIT Fund Database

    Target Date 2011-20151 year gross return1 year net return
    Manning & Napier Fi360 ETF 2015 CIT U-0.96-1.29
    Manning & Napier RT 2015 CIT Class I-1.61-2.29
    Manning & Napier RT 2015 CIT Class S-1.53-2.49
    FIAM Index Target Date 2015 S-2.96-3.04
    FIAM Index Target Date 2015 Y-2.97-3.04
    FIAM Index Target Date 2015 T-2.98-3.05
    State St Target Ret 2015 NL Cl A0.00-3.07
    State St Target Ret 2015 SL Cl I0.00-3.07
    FIAM Index Target Date 2015 V-3.01-3.11
    FIAM Index Target Date 2015 U-3.03-3.18
    Source: Morningstar Separate Account/CIT Fund Database

    Target Date 2011-20155 year gross return5 year net return
    FIAM Blend Target Date 2015 S4.724.45
    FIAM Blend Target Date 2015 R4.654.34
    FIAM Blend Target Date 2015 Y4.664.30
    FIAM Blend Target Date 2015 Q4.654.28
    FIAM Blend Target Date 2015 X4.644.27
    FIAM Blend Target Date 2015 W4.654.24
    FIAM Blend Target Date 2015 V4.654.18
    FIAM Blend Target Date 2015 U4.654.12
    FIAM Index Target Date 2015 Y4.154.08
    FIAM Index Target Date 2015 T4.154.08
    Source: Morningstar Separate Account/CIT Fund Database

    Target Date 2016-20201 year gross return1 year net return
    Manning & Napier Fi360 ETF 2020 CIT U-1.89-2.22
    Manning & Napier RT 2020 CIT Class I-2.29-2.96
    Manning & Napier RT 2020 CIT Class S12.25-3.16
    FIAM Index Target Date 2020 T-3.69-3.75
    FIAM Index Target Date 2020 V-3.72-3.81
    FIAM Index Target Date 2020 Y-3.74-3.81
    FIAM Index Target Date 2020 S-3.75-3.82
    FIAM Index Target Date 2020 U-3.74-3.89
    Voya Target Solution 2020 Trust-3.58-3.99
    BNY Mellon SmartPath Tgt Date 2020 Instl-4.23-4.31
    Source: Morningstar Separate Account/CIT Fund Database

    Target Date 2016-20205 year gross return5 year net return
    FIAM Blend Target Date 2020 S4.824.54
    FIAM Blend Target Date 2020 T4.794.54
    FIAM Blend Target Date 2020 R4.814.50
    FIAM Blend Target Date 2020 Q4.794.43
    FIAM Blend Target Date 2020 Y4.784.43
    FIAM Blend Target Date 2020 X4.784.41
    FIAM Blend Target Date 2020 W4.814.39
    FIAM Blend Target Date 2020 V4.804.33
    FIAM Index Target Date 2020 T4.364.28
    FIAM Blend Target Date 2020 U4.804.27
    Source: Morningstar Separate Account/CIT Fund Database

    Target Date 2021-20251 year gross return1 year net return
    Manning & Napier Fi360 ETF 2025 CIT U-2.91-3.24
    Manning & Napier RT 2025 CIT Class I-2.62-3.29
    Manning & Napier RT 2025 CIT Class S-2.50-3.45
    FIAM Index Target Date 2025 Y-4.37-4.44
    FIAM Index Target Date 2025 S-4.37-4.44
    FIAM Index Target Date 2025 V-4.35-4.44
    FIAM Index Target Date 2025 T-4.38-4.45
    FIAM Index Target Date 2025 U-4.37-4.52
    BNY Mellon SmartPath Tgt Date 2025 Instl-5.13-5.22
    BNY Mellon SmartPath Target Date 2025-5.13-5.22
    Source: Morningstar Separate Account/CIT Fund Database

    Target Date 2021-20255 year gross return5 year net return
    FIAM Blend Target Date 2025 S4.994.72
    FIAM Blend Target Date 2025 T4.944.69
    FIAM Blend Target Date 2025 R4.964.64
    FIAM Blend Target Date 2025 Y4.944.59
    FIAM Blend Target Date 2025 X4.954.57
    FIAM Blend Target Date 2025 Q4.944.57
    FIAM Index Target Date 2025 Y4.604.52
    FIAM Index Target Date 2025 T4.594.52
    FIAM Blend Target Date 2025 W4.944.52
    FIAM Index Target Date 2025 S4.604.51
    Source: Morningstar Separate Account/CIT Fund Database

    Target Date 2026-20301 year gross return1 year net return
    Manning & Napier RT 2030 CIT Class I-3.16-3.83
    Manning & Napier Fi360 ETF 2030 CIT U-3.55-3.88
    Manning & Napier RT 2030 CIT Class S15.56-3.99
    FIAM Index Target Date 2030 T-5.36-5.42
    FIAM Index Target Date 2030 V-5.33-5.42
    FIAM Index Target Date 2030 S-5.38-5.45
    FIAM Index Target Date 2030 Y-5.40-5.47
    FIAM Index Target Date 2030 U-5.36-5.50
    BNY Mellon SmartPath Tgt Date 2030 Instl-5.81-5.98
    BNY Mellon SmartPath Target Date 2030-5.89-6.03
    Source: Morningstar Separate Account/CIT Fund Database

    Target Date 2026-20305 year gross return5 year net return
    FIAM Blend Target Date 2030 T5.335.08
    FIAM Blend Target Date 2030 S5.355.07
    FIAM Blend Target Date 2030 R5.365.04
    FIAM Blend Target Date 2030 Y5.344.99
    FIAM Index Target Date 2030 T5.064.98
    FIAM Index Target Date 2030 Y5.064.98
    FIAM Blend Target Date 2030 Q5.354.98
    FIAM Index Target Date 2030 S5.054.97
    FIAM Blend Target Date 2030 X5.344.97
    FIAM Index Target Date 2030 V5.074.96
    Source: Morningstar Separate Account/CIT Fund Database

    Target Date 2031-20351 year gross return1 year net return
    Manning & Napier RT 2035 CIT Class I-3.64-4.30
    Manning & Napier RT 2035 CIT Class S-3.56-4.50
    Manning & Napier Fi360 ETF 2035 CIT U-4.97-5.29
    FIAM Index Target Date 2035 Y-6.61-6.67
    FIAM Index Target Date 2035 T-6.62-6.68
    FIAM Index Target Date 2035 S-6.61-6.69
    FIAM Index Target Date 2035 V-6.60-6.69
    BNY Mellon SmartPath Tgt Date 2035 Instl-6.66-6.74
    FIAM Index Target Date 2035 U-6.62-6.76
    BNY Mellon SmartPath Target Date 2035-6.66-6.76
    Source: Morningstar Separate Account/CIT Fund Database

    Target Date 2031-20355 year gross return5 year net return
    FIAM Index Target Date 2035 Y5.325.25
    FIAM Index Target Date 2035 T5.335.25
    FIAM Blend Target Date 2035 T5.505.25
    FIAM Index Target Date 2035 S5.335.24
    FIAM Blend Target Date 2035 S5.515.23
    FIAM Index Target Date 2035 V5.325.21
    FIAM Blend Target Date 2035 R5.515.19
    FIAM Index Target Date 2035 U5.325.16
    FIAM Blend Target Date 2035 Y5.515.15
    FIAM Blend Target Date 2035 Q5.515.14
    Source: Morningstar Separate Account/CIT Fund Database

    Target Date 2036-20401 year gross return1 year net return
    Manning & Napier RT 2040 CIT Class I-4.12-4.78
    Manning & Napier RT 2040 CIT Class S18.12-4.95
    Manning & Napier Fi360 ETF 2040 CIT U-6.54-6.86
    FIAM Index Target Date 2040 Y-7.12-7.18
    FIAM Index Target Date 2040 S-7.12-7.19
    FIAM Index Target Date 2040 T-7.13-7.19
    FIAM Index Target Date 2040 V-7.10-7.20
    FIAM Index Target Date 2040 U-7.08-7.22
    BNY Mellon SmartPath Tgt Date 2040 Instl-7.30-7.38
    BNY Mellon SmartPath Target Date 2040-7.30-7.44
    Source: Morningstar Separate Account/CIT Fund Database

    Target Date 2036-20405 year gross return5 year net return
    FIAM Index Target Date 2040 T5.245.17
    FIAM Index Target Date 2040 Y5.245.16
    FIAM Index Target Date 2040 S5.245.16
    FIAM Blend Target Date 2040 T5.415.16
    FIAM Blend Target Date 2040 S5.435.15
    FIAM Index Target Date 2040 V5.255.14
    FIAM Blend Target Date 2040 R5.425.10
    FIAM Index Target Date 2040 U5.255.09
    FIAM Blend Target Date 2040 Y5.415.06
    FIAM Blend Target Date 2040 X5.425.04
    Source: Morningstar Separate Account/CIT Fund Database

    Target Date 2041-20451 year gross return1 year net return
    Manning & Napier RT 2045 CIT Class I-4.64-5.30
    Manning & Napier RT 2045 CIT Class S-4.56-5.49
    Manning & Napier Fi360 ETF 2045 CIT U-5.67-5.99
    FIAM Index Target Date 2045 Y-7.07-7.13
    FIAM Index Target Date 2045 T-7.08-7.14
    FIAM Index Target Date 2045 S-7.07-7.14
    FIAM Index Target Date 2045 V-7.06-7.15
    FIAM Index Target Date 2045 U-7.08-7.22
    BNY Mellon SmartPath Tgt Date 2045 Instl-7.49-7.58
    BNY Mellon SmartPath Target Date 2045-7.49-7.59
    Source: Morningstar Separate Account/CIT Fund Database

    Target Date 2041-20455 year gross return5 year net return
    FIAM Index Target Date 2045 Y5.265.19
    FIAM Index Target Date 2045 T5.265.19
    FIAM Index Target Date 2045 S5.265.18
    FIAM Index Target Date 2045 V5.265.15
    FIAM Blend Target Date 2045 T5.395.14
    FIAM Blend Target Date 2045 S5.405.13
    FIAM Index Target Date 2045 U5.265.10
    FIAM Blend Target Date 2045 R5.405.09
    FIAM Blend Target Date 2045 Y5.405.04
    FIAM Blend Target Date 2045 X5.415.03
    Source: Morningstar Separate Account/CIT Fund Database

    Retirement Income1 year gross return1 year net return
    FIAM Index Target Date Income Y-0.59-0.66
    FIAM Index Target Date Income S-0.59-0.67
    FIAM Index Target Date Income T-0.60-0.67
    FIAM Index Target Date Income V-0.63-0.73
    FIAM Index Target Date Income U-0.59-0.74
    Manning & Napier Fi360 ETF Income CIT U-0.77-1.10
    FIAM Blend Target Date Income T-1.14-1.38
    FIAM Blend Target Date Income S-1.19-1.45
    FIAM Blend Target Date Income Y-1.11-1.45
    FIAM Blend Target Date Income R-1.15-1.45
    Source: Morningstar Separate Account/CIT Fund Database

    Retirement Income5 year gross return5 year net return
    Manning & Napier Fi360 ETF Income CIT U3.873.52
    Voya Target Solution Income Trust3.883.43
    BNY Mellon SmartPath Retirement Income3.493.33
    FIAM Blend Target Date Income T3.403.15
    FIAM Blend Target Date Income S3.403.13
    FIAM Blend Target Date Income R3.383.07
    FIAM Blend Target Date Income Y3.403.05
    FIAM Blend Target Date Income X3.413.04
    FIAM Blend Target Date Income Q3.393.03
    FIAM Blend Target Date Income W3.382.97
    Source: Morningstar Separate Account/CIT Fund Database
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