| Large Blend | 1 year gross return | 1 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 Blend | 5 year gross return | 5 year net return |
|---|---|---|
| BNY Mellon MCM Dynamic U.S. Equity Fund | 10.73 | 10.30 |
| Blackrock Alpha Advantage 3000 | 9.53 | 9.53 |
| Amalgamated Bank LongView Quant. LC CF | 9.52 | 9.19 |
| Blackrock Russ 1000 Alpha Tilts CF | 9.11 | 9.11 |
| Amalgamated Bank LongView LC Qtv VEBA Fd | 9.37 | 9.04 |
| Amalgamated Bank LongView 1500 Mk Idx CF | 9.00 | 8.95 |
| Blackrock Alpha Tilts Fund CF | 8.87 | 8.87 |
| Blackrock Eq Idx Fund CF | 8.55 | 8.55 |
| BlackRock Equity Index F | 0.00 | 8.54 |
| State St S&P 500ˆ® Indx SL Cl I | 0.00 | 8.50 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 1 year gross return | 1 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 I | 0.00 | -9.05 |
| State St Russell Sm/Mid Cpˆ® Indx NL Cl A | 0.00 | -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 I | 0.00 | -11.05 |
| BNY Mellon EB DL Mid Cap Stk Index | -11.01 | -11.06 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock Russ 3000 Alpha Tilts CF | 8.79 | 8.79 |
| BNY Mellon EB DL Mid Cap Stk Index | 6.96 | 6.90 |
| BNY Mellon EB DL Mid Cap Stk Index UC2 | 6.91 | 6.84 |
| Amalgamated Bank Longview Qnt Mid Cap CF | 7.09 | 6.51 |
| Burgundy US Small/Mid Cap Fund | 7.23 | 6.25 |
| State St S&P MidCapˆ® Indx SL Cl I | 0.00 | 6.08 |
| State St S&P Midcapˆ® Indx SL Cl II | 0.00 | 6.07 |
| BNY Mellon EB DV Mid Cap SIF | 6.11 | 6.06 |
| State St S&P MidCapˆ® Indx NL Cl A | 0.00 | 6.02 |
| RhumbLine S&P 400 Mid-Cap Pooled Index | 6.02 | 6.02 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 1 year gross return | 1 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 I | 0.00 | -9.58 |
| RhumbLine S&P 600 Sm-Cap Pooled Index | -9.70 | -9.70 |
| State St Russell Sm Capˆ® Indx SL Cl I | 0.00 | -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 S | 0.00 | -10.99 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Small Cap Opps | 7.97 | 7.08 |
| Victory Small Cap Value Collective Fund | 8.16 | 7.02 |
| Amalgamated Bank LongView 600 SC Idx CF | 6.31 | 6.26 |
| Rothschild & Co US Small/Mid-Cap Co Cl 2 | 6.87 | 6.07 |
| RhumbLine S&P 600 Sm-Cap Pooled Index | 6.06 | 6.06 |
| Rothschild & Co US Small/Mid-Cap Co Cl 1 | 0.00 | 5.96 |
| State St US Sm Cap Enhanced SL Cl I | 0.00 | 5.17 |
| Rothschild & Co Small-Cap Trust | 7.09 | 5.02 |
| Rothschild & Co Small/Mid-Cap Fund LLC | 6.73 | 4.73 |
| State St Russell Sm Capˆ® Indx SL Cl I | 0.00 | 4.66 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| PGI CIT Blue Chip Equity Fund | 3.69 | 3.23 |
| Wellington CIF II Growth | 2.12 | 1.67 |
| The Boston US Large Cap Growth EB | 1.64 | 1.08 |
| Wellington CIF II Diversified Growth S2 | 0.00 | 1.02 |
| Wellington CIF II Diversified Growth S1 | 1.50 | 0.94 |
| Alger Capital Appreciation Series CF R1 | 0.84 | 0.18 |
| State St Nasdaq-100 Indxˆ® NL Cl A | 0.00 | 0.02 |
| State St Nasdaq-100 Indxˆ® NL Cl C | 0.00 | 0.01 |
| Blackrock Eq Gr Fund CF | -0.06 | -0.06 |
| Alger Collective Trust Spectra Series R1 | 0.54 | -0.08 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| State St Nasdaq-100 Indxˆ® NL Cl A | 0.00 | 13.31 |
| State St Nasdaq-100 Indxˆ® NL Cl C | 0.00 | 13.26 |
| Wellington CIF II Growth | 11.82 | 11.33 |
| Blackrock Eq Gr Fund CF | 10.50 | 10.50 |
| BNY Mellon Large Cap Growth SIF UC1 | 10.46 | 10.40 |
| State St Russell Lg Cap Grˆ® Indx SL Cl I | 0.00 | 10.40 |
| BlackRock Russell 1000ˆ® Growth R | 0.00 | 10.40 |
| State St Russell Lg Cap Grˆ® Indx NL Cl C | 0.00 | 10.35 |
| Wellington CIF II Diversified Growth S2 | 0.00 | 9.81 |
| Wellington CIF II Diversified Growth S1 | 10.29 | 9.68 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Champlain Mid Cap Collective Fund 4 | 4.72 | 4.74 |
| Champlain Mid Cap Collective Fund 5 | 4.82 | 4.04 |
| Champlain Mid Cap Collective Fund | 4.80 | 3.86 |
| Macquarie SMID Cap Growth (CIT 80) | 2.83 | 2.04 |
| 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 Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Champlain Mid Cap Collective Fund 4 | 11.16 | 11.14 |
| Champlain Mid Cap Collective Fund 5 | 0.00 | 10.28 |
| Champlain Mid Cap Collective Fund | 11.17 | 10.17 |
| PGI CIT Mid-Cap Equity Fund A | 8.40 | 8.40 |
| WTC-CIF II MdCap Opportunities S3 | 0.00 | 8.20 |
| PGI CIT Mid-Cap Equity Fund | 8.80 | 8.15 |
| Wellington CIF II MdCap Opportunities S2 | 8.57 | 8.05 |
| Macquarie SMID Cap Growth (CIT 80) | 8.83 | 8.00 |
| Wellington CIF II MdCap Opportunities S1 | 8.59 | 7.29 |
| CastleArk Small Company Growth CIT | 6.22 | 5.50 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Kayne Anderson Rudnick SC Sust Gr CIT 1 | 14.36 | 13.51 |
| State St Russell Sm Capˆ® Gr Indx NL Cl C | 0.00 | -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 Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Small Cap 2000 S1 | 7.33 | 6.41 |
| FIAM Small Cap Core Class B | 5.74 | 5.09 |
| FIAM Small Cap Core Class O | 5.70 | 5.04 |
| State St Russell Sm Capˆ® Gr Indx NL Cl C | 0.00 | 5.03 |
| FIAM Small Cap Core Class D | 5.70 | 4.96 |
| FIAM Small Cap Core Pool | 5.70 | 4.86 |
| FIAM Small Company Class B | 5.41 | 4.76 |
| FIAM Small Company Class C | 5.41 | 4.75 |
| FIAM Small Company Pool | 5.41 | 4.57 |
| Frontegra Small Cap Core Fund | 4.89 | 4.22 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 1 year gross return | 1 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 F | 0.00 | -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 I | 0.00 | -8.24 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| American Century US Value Yield Eq Tr 2 | 9.27 | 8.86 |
| American Century US Value Yield Eq Tr 1 | 9.28 | 8.65 |
| Beutel Goodman American Equity Fund | 8.67 | 8.02 |
| Macquarie Large Cap Value Trust 50 | 0.00 | 7.67 |
| Macquarie Large Cap Value Trust (CIT 55) | 8.21 | 7.66 |
| Blackrock Russ 1000 Val Idx CF | 6.05 | 6.05 |
| Russell 1000ˆ® Value Fund F | 0.00 | 6.05 |
| BlackRock Russell 1000ˆ® Value R | 0.00 | 6.01 |
| State St Russell Lg Cp Valˆ® Indx SL Cl I | 0.00 | 6.00 |
| BNY Mellon Large Cap Value SIF UC1 | 6.05 | 5.97 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 1 year gross return | 1 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 Value | 5 year gross return | 5 year net return |
|---|---|---|
| American Century US Mid Cap Value Eq Tr | 7.35 | 6.68 |
| Speece Thorson Value Fund | 4.87 | 3.87 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| PGI CIT SMID Cap Value Equity Fund | -10.63 | -11.26 |
| State St Russell Sm Cpˆ® Val Indx NL Cl C | 0.00 | -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 Value | 5 year gross return | 5 year net return |
|---|---|---|
| PGI CIT SMID Cap Value Equity Fund | 6.97 | 6.12 |
| State St Russell Sm Cpˆ® Val Indx NL Cl C | 0.00 | 3.57 |
| American Century US Small Cap Val Eq Tr | 4.40 | 3.52 |
| Brandywine Diversified Small Cap BIT | 3.90 | 3.08 |
| Brandywine Diversified Small Cap GT | 3.81 | 2.99 |
| Brandywine Diversified Sm Cap Select BIT | 3.67 | 2.85 |
| Brandywine Institutional Small Cap BIT | 2.07 | 1.06 |
Source: Morningstar Separate Account/CIT Fund Database
| Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| Washington Capital Mgt Real Estate Eq | 8.57 | 7.49 |
| 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 Estate | 5 year gross return | 5 year net return |
|---|---|---|
| Washington Capital Mgt Real Estate Eq | 11.23 | 10.13 |
| AEW Real Estate Securities Divers Trust | 8.57 | 7.90 |
| Blackrock US Real Estate Sec Idx | 7.87 | 7.87 |
| BNY Mellon REIT Index Fund UC1 | 7.74 | 7.62 |
| American Century U.S. Real Estate Sec Tr | 8.35 | 7.59 |
| FIAM U.S. Real Estate Invest Tr CIT | 7.94 | 7.30 |
| PIMCO RealEstatePLUS CIT I | 0.00 | 0.00 |
| BNY Mellon REIT Index Fund Instl | 0.00 | 0.00 |
| Cohen & Steers U.S. Realty CIT Class A | 0.00 | 0.00 |
| Cohen & Steers U.S. Realty Fund Class B | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Aggressive Allocation | 1 year gross return | 1 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 Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| BCM DynamicBelay Growth (QDIA) | 0.00 | 0.00 |
| FIAM Pension Journey 70/30 Commingled Pl | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Bank Loan | 1 year gross return | 1 year net return |
|---|---|---|
| Voya Senior Loan Trust | 0.81 | 0.39 |
| Shenkman Capital Mgt High Yld Bank Loan | 0.69 | 0.11 |
Source: Morningstar Separate Account/CIT Fund Database
| Bank Loan | 5 year gross return | 5 year net return |
|---|---|---|
| Voya Senior Loan Trust | 3.36 | 2.91 |
| Shenkman Capital Mgt High Yld Bank Loan | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| PGI CIT SMID Cap Value Equity Fund | -10.63 | -11.26 |
| State St Russell Sm Cpˆ® Val Indx NL Cl C | 0.00 | -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 Value | 5 year gross return | 5 year net return |
|---|---|---|
| PGI CIT SMID Cap Value Equity Fund | 6.97 | 6.12 |
| State St Russell Sm Cpˆ® Val Indx NL Cl C | 0.00 | 3.57 |
| American Century US Small Cap Val Eq Tr | 4.40 | 3.52 |
| Brandywine Diversified Small Cap BIT | 3.90 | 3.08 |
| Brandywine Diversified Small Cap GT | 3.81 | 2.99 |
| Brandywine Diversified Sm Cap Select BIT | 3.67 | 2.85 |
| Brandywine Institutional Small Cap BIT | 2.07 | 1.06 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Value | 1 year gross return | 1 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 Value | 5 year gross return | 5 year net return |
|---|---|---|
| American Century US Mid Cap Value Eq Tr | 7.35 | 6.68 |
| Speece Thorson Value Fund | 4.87 | 3.87 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 1 year gross return | 1 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 F | 0.00 | -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 I | 0.00 | -8.24 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| American Century US Value Yield Eq Tr 2 | 9.27 | 8.86 |
| American Century US Value Yield Eq Tr 1 | 9.28 | 8.65 |
| Beutel Goodman American Equity Fund | 8.67 | 8.02 |
| Macquarie Large Cap Value Trust 50 | 0.00 | 7.67 |
| Macquarie Large Cap Value Trust (CIT 55) | 8.21 | 7.66 |
| Blackrock Russ 1000 Val Idx CF | 6.05 | 6.05 |
| Russell 1000ˆ® Value Fund F | 0.00 | 6.05 |
| BlackRock Russell 1000ˆ® Value R | 0.00 | 6.01 |
| State St Russell Lg Cp Valˆ® Indx SL Cl I | 0.00 | 6.00 |
| BNY Mellon Large Cap Value SIF UC1 | 6.05 | 5.97 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Kayne Anderson Rudnick SC Sust Gr CIT 1 | 14.36 | 13.51 |
| State St Russell Sm Capˆ® Gr Indx NL Cl C | 0.00 | -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 Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Small Cap 2000 S1 | 7.33 | 6.41 |
| FIAM Small Cap Core Class B | 5.74 | 5.09 |
| FIAM Small Cap Core Class O | 5.70 | 5.04 |
| State St Russell Sm Capˆ® Gr Indx NL Cl C | 0.00 | 5.03 |
| FIAM Small Cap Core Class D | 5.70 | 4.96 |
| FIAM Small Cap Core Pool | 5.70 | 4.86 |
| FIAM Small Company Class B | 5.41 | 4.76 |
| FIAM Small Company Class C | 5.41 | 4.75 |
| FIAM Small Company Pool | 5.41 | 4.57 |
| Frontegra Small Cap Core Fund | 4.89 | 4.22 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Champlain Mid Cap Collective Fund 4 | 4.72 | 4.74 |
| Champlain Mid Cap Collective Fund 5 | 4.82 | 4.04 |
| Champlain Mid Cap Collective Fund | 4.80 | 3.86 |
| Macquarie SMID Cap Growth (CIT 80) | 2.83 | 2.04 |
| 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 Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Champlain Mid Cap Collective Fund 4 | 11.16 | 11.14 |
| Champlain Mid Cap Collective Fund 5 | 0.00 | 10.28 |
| Champlain Mid Cap Collective Fund | 11.17 | 10.17 |
| PGI CIT Mid-Cap Equity Fund A | 8.40 | 8.40 |
| WTC-CIF II MdCap Opportunities S3 | 0.00 | 8.20 |
| PGI CIT Mid-Cap Equity Fund | 8.80 | 8.15 |
| Wellington CIF II MdCap Opportunities S2 | 8.57 | 8.05 |
| Macquarie SMID Cap Growth (CIT 80) | 8.83 | 8.00 |
| Wellington CIF II MdCap Opportunities S1 | 8.59 | 7.29 |
| CastleArk Small Company Growth CIT | 6.22 | 5.50 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| PGI CIT Blue Chip Equity Fund | 3.69 | 3.23 |
| Wellington CIF II Growth | 2.12 | 1.67 |
| The Boston US Large Cap Growth EB | 1.64 | 1.08 |
| Wellington CIF II Diversified Growth S2 | 0.00 | 1.02 |
| Wellington CIF II Diversified Growth S1 | 1.50 | 0.94 |
| Alger Capital Appreciation Series CF R1 | 0.84 | 0.18 |
| State St Nasdaq-100 Indxˆ® NL Cl A | 0.00 | 0.02 |
| State St Nasdaq-100 Indxˆ® NL Cl C | 0.00 | 0.01 |
| Blackrock Eq Gr Fund CF | -0.06 | -0.06 |
| Alger Collective Trust Spectra Series R1 | 0.54 | -0.08 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| State St Nasdaq-100 Indxˆ® NL Cl A | 0.00 | 13.31 |
| State St Nasdaq-100 Indxˆ® NL Cl C | 0.00 | 13.26 |
| Wellington CIF II Growth | 11.82 | 11.33 |
| Blackrock Eq Gr Fund CF | 10.50 | 10.50 |
| BNY Mellon Large Cap Growth SIF UC1 | 10.46 | 10.40 |
| State St Russell Lg Cap Grˆ® Indx SL Cl I | 0.00 | 10.40 |
| BlackRock Russell 1000ˆ® Growth R | 0.00 | 10.40 |
| State St Russell Lg Cap Grˆ® Indx NL Cl C | 0.00 | 10.35 |
| Wellington CIF II Diversified Growth S2 | 0.00 | 9.81 |
| Wellington CIF II Diversified Growth S1 | 10.29 | 9.68 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 1 year gross return | 1 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 I | 0.00 | -9.58 |
| RhumbLine S&P 600 Sm-Cap Pooled Index | -9.70 | -9.70 |
| State St Russell Sm Capˆ® Indx SL Cl I | 0.00 | -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 S | 0.00 | -10.99 |
Source: Morningstar Separate Account/CIT Fund Database
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Small Cap Opps | 7.97 | 7.08 |
| Victory Small Cap Value Collective Fund | 8.16 | 7.02 |
| Amalgamated Bank LongView 600 SC Idx CF | 6.31 | 6.26 |
| Rothschild & Co US Small/Mid-Cap Co Cl 2 | 6.87 | 6.07 |
| RhumbLine S&P 600 Sm-Cap Pooled Index | 6.06 | 6.06 |
| Rothschild & Co US Small/Mid-Cap Co Cl 1 | 0.00 | 5.96 |
| State St US Sm Cap Enhanced SL Cl I | 0.00 | 5.17 |
| Rothschild & Co Small-Cap Trust | 7.09 | 5.02 |
| Rothschild & Co Small/Mid-Cap Fund LLC | 6.73 | 4.73 |
| State St Russell Sm Capˆ® Indx SL Cl I | 0.00 | 4.66 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 1 year gross return | 1 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 I | 0.00 | -9.05 |
| State St Russell Sm/Mid Cpˆ® Indx NL Cl A | 0.00 | -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 I | 0.00 | -11.05 |
| BNY Mellon EB DL Mid Cap Stk Index | -11.01 | -11.06 |
Source: Morningstar Separate Account/CIT Fund Database
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock Russ 3000 Alpha Tilts CF | 8.79 | 8.79 |
| BNY Mellon EB DL Mid Cap Stk Index | 6.96 | 6.90 |
| BNY Mellon EB DL Mid Cap Stk Index UC2 | 6.91 | 6.84 |
| Amalgamated Bank Longview Qnt Mid Cap CF | 7.09 | 6.51 |
| Burgundy US Small/Mid Cap Fund | 7.23 | 6.25 |
| State St S&P MidCapˆ® Indx SL Cl I | 0.00 | 6.08 |
| State St S&P Midcapˆ® Indx SL Cl II | 0.00 | 6.07 |
| BNY Mellon EB DV Mid Cap SIF | 6.11 | 6.06 |
| State St S&P MidCapˆ® Indx NL Cl A | 0.00 | 6.02 |
| RhumbLine S&P 400 Mid-Cap Pooled Index | 6.02 | 6.02 |
Source: Morningstar Separate Account/CIT Fund Database
| Large Blend | 1 year gross return | 1 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 Blend | 5 year gross return | 5 year net return |
|---|---|---|
| BNY Mellon MCM Dynamic U.S. Equity Fund | 10.73 | 10.30 |
| Blackrock Alpha Advantage 3000 | 9.53 | 9.53 |
| Amalgamated Bank LongView Quant. LC CF | 9.52 | 9.19 |
| Blackrock Russ 1000 Alpha Tilts CF | 9.11 | 9.11 |
| Amalgamated Bank LongView LC Qtv VEBA Fd | 9.37 | 9.04 |
| Amalgamated Bank LongView 1500 Mk Idx CF | 9.00 | 8.95 |
| Blackrock Alpha Tilts Fund CF | 8.87 | 8.87 |
| Blackrock Eq Idx Fund CF | 8.55 | 8.55 |
| BlackRock Equity Index F | 0.00 | 8.54 |
| State St S&P 500ˆ® Indx SL Cl I | 0.00 | 8.50 |
Source: Morningstar Separate Account/CIT Fund Database
| Long/Short Equity | 1 year gross return | 1 year net return |
|---|---|---|
| Blackrock Alpha Advantage 500 | -3.25 | -3.25 |
Source: Morningstar Separate Account/CIT Fund Database
| Long/Short Equity | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock Alpha Advantage 500 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| World Stock | 1 year gross return | 1 year net return |
|---|---|---|
| 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 Stock | 5 year gross return | 5 year net return |
|---|---|---|
| Hardman Johnston Glb Equity Group Trust | 9.27 | 8.58 |
| Wellington CIF Global Research Equity | 6.17 | 5.38 |
| American Century Glbl Grwth Eq Tr Tier 2 | 5.50 | 4.89 |
| Thornburg Global Equity Income Fund CIT | 4.75 | 4.07 |
| Wellington CIF II Global Equities | 3.56 | 3.36 |
| Wellington CIF Unconstrained Themes | 4.33 | 3.35 |
| FIAM Select Global CIT D | 0.00 | 3.30 |
| FIAM Select Global CIT | 3.90 | 3.18 |
| Wellington CIF Global Value | 3.73 | 2.96 |
| Brandywine Quant Global Value Eq BIT | 3.78 | 2.81 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Value | 1 year gross return | 1 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 Value | 5 year gross return | 5 year net return |
|---|---|---|
| LSV Asset Mgt Intl Lg Cap Val Eq Trust | 1.15 | 0.42 |
| Macquarie Intl Value Equity (CIT 70) | 0.49 | -0.21 |
| Pictet International Equity Fund LLC | 0.63 | -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 A | 0.00 | 0.00 |
| Mondrian International Equity CIT I | 0.00 | 0.00 |
| Mondrian International Eq CIT IX | 0.00 | 0.00 |
| Mondrian International Equity CIT VIII | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Blend | 1 year gross return | 1 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 I | 0.00 | -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 Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock Curr Hedged EAFE Idx CF | 4.96 | 4.96 |
| Blackrock Intl Alpha Tilt CF | 2.37 | 2.37 |
| State St Gbl All Cp Eq ex-US Idx NL Cl A | 0.00 | 1.10 |
| PGI CIT Diversified International Eq Fd | 1.63 | 1.02 |
| BlackRock MSCI ACWI ex-U.S. Index R | 0.00 | 0.91 |
| State St Intl Indx SL Cl I | 0.00 | 0.90 |
| Blackrock EAFE Eq Idx Fund CF | 0.90 | 0.90 |
| BlackRock EAFEˆ® Equity Index F | 0.88 | 0.87 |
| BNY Mellon EB DV Non-SL ACWI ex-US | 0.93 | 0.83 |
| State St Intl Indx NL Cl A | 0.00 | 0.83 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Large Growth | 1 year gross return | 1 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 Growth | 5 year gross return | 5 year net return |
|---|---|---|
| MFS Heritage International Growth 02 | 4.43 | 4.03 |
| Hardman Johnston Intl Equity Group Trust | 4.30 | 3.58 |
| Vontobel International Equity CIT | 3.51 | 2.85 |
| Capital Group Intl All Countries Eq DB | 2.84 | 2.13 |
| Capital Group Intl All Countries Eq DC-T | 2.76 | 2.04 |
| Capital Group Intl Equity DC Unit T | 2.16 | 1.45 |
| Capital Group Int'l Equity DB Fund | 2.07 | 1.35 |
| William Blair International Growth CIT | 1.27 | 0.49 |
| 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 Value | 1 year gross return | 1 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 Value | 5 year gross return | 5 year net return |
|---|---|---|
| Segall Bryant & Hamill Int Sm Cp Fndrs + | 0.00 | 0.00 |
| Segall B & H Intl Sml Cap Founders | 0.00 | 0.00 |
| Segall Bryant & Hamill Int SC Inst Plus | 0.00 | 0.00 |
| Segall Bryant & Hamill Int SC InstUnits | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Foreign Small/Mid Growth | 1 year gross return | 1 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 Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Rainier Small Cap International Equity L | 6.63 | 5.73 |
| Rainier Small Cap International Equity A | 0.00 | 5.46 |
| Axiom International Small Cap Trust 2 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Europe Stock | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Europe Growth Pool | -14.76 | -15.37 |
Source: Morningstar Separate Account/CIT Fund Database
| Europe Stock | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Europe Growth Pool | -1.13 | -1.82 |
Source: Morningstar Separate Account/CIT Fund Database
| Pacific/Asia ex-Japan Stk | 1 year gross return | 1 year net return |
|---|---|---|
| NT MSCI AC Asia ex Japan-ND | -14.17 | -14.28 |
Source: Morningstar Separate Account/CIT Fund Database
| Pacific/Asia ex-Japan Stk | 5 year gross return | 5 year net return |
|---|---|---|
| NT MSCI AC Asia ex Japan-ND | 4.15 | 4.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Diversified Emerging Mkts | 1 year gross return | 1 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 Mkts | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Select Emerging Markets Class A | 4.08 | 3.35 |
| FIAM Select Emerging Markets Class D | 4.08 | 3.30 |
| EARNEST Partners Emerging Markets Fund | 2.83 | 1.81 |
| FIAM Emerging Markets Commingled Pool | 1.78 | 1.78 |
| State St Emg Mkts Indx NL Cl A | 0.00 | 1.53 |
| William Emerging Markets Growth CIT | 2.25 | 1.43 |
| LSV Asset Mgt Emg Mkts Val Eq Fund LP | 2.24 | 1.26 |
| KBIGI Emerging Markets Strategy | 1.44 | 0.78 |
| Templeton Intl Emg Mkt CF | 1.91 | 0.74 |
| State St Actv Emg Mkts NL Cl A | 0.00 | 0.62 |
Source: Morningstar Separate Account/CIT Fund Database
| Global Real Estate | 1 year gross return | 1 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 Estate | 5 year gross return | 5 year net return |
|---|---|---|
| RREEF Global Real Estate Sec Cmgld Fund | 6.08 | 6.07 |
| PGI CIT Global Real Estate Securities Fd | 6.65 | 5.91 |
| AEW Gl Property Secs Master Tr-DC Plan B | 0.00 | 5.66 |
| AEW Gl Property Secs Master Tr-DC Plan A | 6.07 | 5.58 |
| RREEF Global Real Estate Sec CF-A | 5.30 | 5.30 |
| Voya Global Real Estate | 3.59 | 2.72 |
| Blackrock Ex-US Real Estate Idx | 0.00 | 0.00 |
| Cohen & Steers Global Realty CIT B | 0.00 | 0.00 |
| Cohen & Steers Global Realty CIT | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| World Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Wellington CIF II World Bond S2 | 4.66 | 4.23 |
| Franklin Templeton Global Bond Plus (CF) | 2.64 | 2.08 |
| 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 Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Tactical Bond Pool | 4.01 | 4.01 |
| Brandywine Global Opportun Fxd BGIMT | 2.37 | 1.82 |
| Franklin Templeton Global Bond Plus (CF) | 2.07 | 1.56 |
| Brandywine Global Fixed Income BIT | 1.89 | 1.33 |
| Brandywine Global Fixed Income GT | 1.87 | 1.31 |
| Brandywine Global Fixed Income BGIMT | 1.72 | 1.27 |
| PIMCO Global Advantage Strategy CIT II | 1.53 | 0.95 |
| PIMCO Global Advantage Strategy III CIT | 1.54 | 0.82 |
| Brandywine Intl Opportunistic Fxd BIT | 1.37 | 0.81 |
| Brandywine International Fixed Inc BIT | 0.67 | 0.11 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 1 year gross return | 1 year net return |
|---|---|---|
| DDJ Total Return Credit I Composite | 5.19 | 4.55 |
| 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 Bond | 5 year gross return | 5 year net return |
|---|---|---|
| DDJ Total Return Credit I Composite | 6.97 | 5.85 |
| Eaton Vance EB High Yield I | 4.54 | 4.01 |
| BNY Mellon EB DV High Yield Beta Fund | 4.02 | 3.89 |
| Wellington CIF II High Yield Bond S1 | 3.96 | 3.53 |
| Fort Washington High Yield Fixed Inc CF | 3.34 | 3.34 |
| FIAM High Yield Bond Commingled Pool | 3.70 | 3.19 |
| Capital Group Global High-Income Opp DB | 3.51 | 2.79 |
| MacKay Shields High Yld Bond CIT Class 1 | 0.00 | 0.00 |
| Shenkman Capital Mgt Primus HighYield CF | 0.00 | 0.00 |
| Loomis Sayles HYCSV CIT | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Blackrock Interm Gov/Credit Bond CF | 1.00 | 0.99 |
| State St US Int Gov/Crd Bnd Indx SL Cl I | 0.00 | 0.98 |
| First Citizens Intermediate Bond Fund | 0.66 | 0.93 |
| State St US Int Gov/Crd Bnd Indx NL Cl A | 0.00 | 0.91 |
| FIAM Intermediate Duration Pool D | 0.83 | 0.57 |
| FIAM Intermediate Duration Pool | 0.82 | 0.57 |
| AFL-CIO Housing Inv Trust AFL-CIO CF | 0.59 | 0.15 |
| U.S. Debt Index Fund F | 0.07 | 0.07 |
| Blackrock US Debt Idx Fund CF | 0.07 | 0.06 |
| State St US Bnd Indx SL Cl I | 0.00 | 0.06 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Core Plus Class F | 3.42 | 3.17 |
| FIAM Core Plus Class E | 3.42 | 3.11 |
| FIAM Core Plus Class K | 3.41 | 3.10 |
| FIAM Core Plus Pool | 3.41 | 3.10 |
| Wellington CIF II Core Bond Plus | 3.18 | 3.09 |
| Wellington CIF II Core Bond S1 | 3.25 | 2.97 |
| FIAM Broad Market Duration Pool | 3.07 | 2.82 |
| U.S. Debt Index Fund F | 2.64 | 2.64 |
| Blackrock US Debt Idx Fund CF | 2.64 | 2.64 |
| PIMCO Core Plus Bond | 2.98 | 2.59 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 1 year gross return | 1 year net return |
|---|---|---|
| Blackrock 1-3 Yr Govt Bond Idx CF | 1.72 | 1.72 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock 1-3 Yr Govt Bond Idx CF | 0.98 | 0.98 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Washington Capital Mgt Mortgage Inc CF | 3.65 | 2.98 |
| FIAM Target Date Short Credit Cmgld Pool | 1.58 | 1.58 |
| BNY Mellon Capital 1-3Y Govt/Cr Bd Idx | 1.57 | 1.57 |
| BNY Mellon 1-3 Yr Govt/Credit Id Instl | 1.56 | 1.55 |
| FIAM Short Duration Pool | 1.55 | 1.35 |
| Amalgamated Ultra Construction Loan | -3.02 | -3.99 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Washington Capital Mgt Mortgage Inc CF | 5.01 | 4.33 |
| Amalgamated Ultra Construction Loan | 3.96 | 2.92 |
| FIAM Short Duration Pool | 1.44 | 1.20 |
| FIAM Target Date Short Credit Cmgld Pool | 0.00 | 0.00 |
| BNY Mellon Capital 1-3Y Govt/Cr Bd Idx | 0.00 | 0.00 |
| BNY Mellon 1-3 Yr Govt/Credit Id Instl | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Leveraged Loan Pool | 0.76 | 0.26 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Leveraged Loan Pool | 3.65 | 3.13 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Target Date LT Treas Idx Cmgld Pool | -1.55 | -1.55 |
| State St US Lg Gov Bnd Indx SL Cl I | 0.00 | -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 Government | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock 20+ Treas Bond Idx CF | 6.47 | 6.47 |
| State St US Lg Gov Bnd Indx SL Cl I | 0.00 | 5.94 |
| BNY Mellon EB DV LT Govt Bond Index Fd | 5.93 | 5.88 |
| Blackrock Long Govt Bond Idx Fund CF | 2.76 | 2.76 |
| FIAM Target Date LT Treas Idx Cmgld Pool | 0.00 | 0.00 |
| Blackrock - 20+ Treas Bond Idx R | 0.00 | 0.00 |
| FIAM Long U.S. Treasury STRIPS Pool Idx | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Long Duration CIT | -4.58 | -4.82 |
| Wellington CIF II Long Bond | 0.00 | -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 Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Long Bond | 0.00 | 5.59 |
| FIAM Long Duration CIT | 5.56 | 5.30 |
| BNY Mellon EB DV LT Credit Bond Index Fd | 5.15 | 5.09 |
| FIAM Long Corporate Pool | 5.34 | 5.08 |
| Blackrock Long Corp Bond Idx CF | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| BlackRock CorePlus Bond | 0.09 | 0.09 |
| Blackrock CoreActive Bond Fund | 0.04 | 0.04 |
| Loomis Sayles MSFD CIT | 0.09 | -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 Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Pioneer Multi-Sector F/I - T3 | 3.33 | 3.15 |
| BlackRock CorePlus Bond | 2.98 | 2.98 |
| Blackrock CoreActive Bond Fund | 2.97 | 2.97 |
| Pioneer Multi-Sector F/I - T2 | 0.00 | 2.89 |
| Loomis Sayles MSFD CIT | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| High Yield Bond | 1 year gross return | 1 year net return |
|---|---|---|
| DDJ Total Return Credit I Composite | 5.19 | 4.55 |
| 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 Bond | 5 year gross return | 5 year net return |
|---|---|---|
| DDJ Total Return Credit I Composite | 6.97 | 5.85 |
| Eaton Vance EB High Yield I | 4.54 | 4.01 |
| BNY Mellon EB DV High Yield Beta Fund | 4.02 | 3.89 |
| Wellington CIF II High Yield Bond S1 | 3.96 | 3.53 |
| Fort Washington High Yield Fixed Inc CF | 3.34 | 3.34 |
| FIAM High Yield Bond Commingled Pool | 3.70 | 3.19 |
| Capital Group Global High-Income Opp DB | 3.51 | 2.79 |
| MacKay Shields High Yld Bond CIT Class 1 | 0.00 | 0.00 |
| Shenkman Capital Mgt Primus HighYield CF | 0.00 | 0.00 |
| Loomis Sayles HYCSV CIT | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Blackrock Interm Gov/Credit Bond CF | 1.00 | 0.99 |
| State St US Int Gov/Crd Bnd Indx SL Cl I | 0.00 | 0.98 |
| First Citizens Intermediate Bond Fund | 0.66 | 0.93 |
| State St US Int Gov/Crd Bnd Indx NL Cl A | 0.00 | 0.91 |
| FIAM Intermediate Duration Pool D | 0.83 | 0.57 |
| FIAM Intermediate Duration Pool | 0.82 | 0.57 |
| AFL-CIO Housing Inv Trust AFL-CIO CF | 0.59 | 0.15 |
| U.S. Debt Index Fund F | 0.07 | 0.07 |
| Blackrock US Debt Idx Fund CF | 0.07 | 0.06 |
| State St US Bnd Indx SL Cl I | 0.00 | 0.06 |
Source: Morningstar Separate Account/CIT Fund Database
| Intermediate-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Core Plus Class F | 3.42 | 3.17 |
| FIAM Core Plus Class E | 3.42 | 3.11 |
| FIAM Core Plus Class K | 3.41 | 3.10 |
| FIAM Core Plus Pool | 3.41 | 3.10 |
| Wellington CIF II Core Bond Plus | 3.18 | 3.09 |
| Wellington CIF II Core Bond S1 | 3.25 | 2.97 |
| FIAM Broad Market Duration Pool | 3.07 | 2.82 |
| U.S. Debt Index Fund F | 2.64 | 2.64 |
| Blackrock US Debt Idx Fund CF | 2.64 | 2.64 |
| PIMCO Core Plus Bond | 2.98 | 2.59 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 1 year gross return | 1 year net return |
|---|---|---|
| Blackrock 1-3 Yr Govt Bond Idx CF | 1.72 | 1.72 |
Source: Morningstar Separate Account/CIT Fund Database
| Short Government | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock 1-3 Yr Govt Bond Idx CF | 0.98 | 0.98 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Washington Capital Mgt Mortgage Inc CF | 3.65 | 2.98 |
| FIAM Target Date Short Credit Cmgld Pool | 1.58 | 1.58 |
| BNY Mellon Capital 1-3Y Govt/Cr Bd Idx | 1.57 | 1.57 |
| BNY Mellon 1-3 Yr Govt/Credit Id Instl | 1.56 | 1.55 |
| FIAM Short Duration Pool | 1.55 | 1.35 |
| Amalgamated Ultra Construction Loan | -3.02 | -3.99 |
Source: Morningstar Separate Account/CIT Fund Database
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Washington Capital Mgt Mortgage Inc CF | 5.01 | 4.33 |
| Amalgamated Ultra Construction Loan | 3.96 | 2.92 |
| FIAM Short Duration Pool | 1.44 | 1.20 |
| FIAM Target Date Short Credit Cmgld Pool | 0.00 | 0.00 |
| BNY Mellon Capital 1-3Y Govt/Cr Bd Idx | 0.00 | 0.00 |
| BNY Mellon 1-3 Yr Govt/Credit Id Instl | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Leveraged Loan Pool | 0.76 | 0.26 |
Source: Morningstar Separate Account/CIT Fund Database
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Leveraged Loan Pool | 3.65 | 3.13 |
Source: Morningstar Separate Account/CIT Fund Database
| Long Government | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Target Date LT Treas Idx Cmgld Pool | -1.55 | -1.55 |
| State St US Lg Gov Bnd Indx SL Cl I | 0.00 | -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 Government | 5 year gross return | 5 year net return |
|---|---|---|
| Blackrock 20+ Treas Bond Idx CF | 6.47 | 6.47 |
| State St US Lg Gov Bnd Indx SL Cl I | 0.00 | 5.94 |
| BNY Mellon EB DV LT Govt Bond Index Fd | 5.93 | 5.88 |
| Blackrock Long Govt Bond Idx Fund CF | 2.76 | 2.76 |
| FIAM Target Date LT Treas Idx Cmgld Pool | 0.00 | 0.00 |
| Blackrock - 20+ Treas Bond Idx R | 0.00 | 0.00 |
| FIAM Long U.S. Treasury STRIPS Pool Idx | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Long Duration CIT | -4.58 | -4.82 |
| Wellington CIF II Long Bond | 0.00 | -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 Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington CIF II Long Bond | 0.00 | 5.59 |
| FIAM Long Duration CIT | 5.56 | 5.30 |
| BNY Mellon EB DV LT Credit Bond Index Fd | 5.15 | 5.09 |
| FIAM Long Corporate Pool | 5.34 | 5.08 |
| Blackrock Long Corp Bond Idx CF | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| BlackRock CorePlus Bond | 0.09 | 0.09 |
| Blackrock CoreActive Bond Fund | 0.04 | 0.04 |
| Loomis Sayles MSFD CIT | 0.09 | -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 Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Pioneer Multi-Sector F/I - T3 | 3.33 | 3.15 |
| BlackRock CorePlus Bond | 2.98 | 2.98 |
| Blackrock CoreActive Bond Fund | 2.97 | 2.97 |
| Pioneer Multi-Sector F/I - T2 | 0.00 | 2.89 |
| Loomis Sayles MSFD CIT | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Inflation-Protected Bond | 1 year gross return | 1 year net return |
|---|---|---|
| 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 Bond | 5 year gross return | 5 year net return |
|---|---|---|
| U.S. Treasury Inflation Prot Sec Fund F | 1.82 | 1.82 |
| BNY Mellon TIPS Index Fund UC1 | 1.69 | 1.62 |
| Wellington CIF II TIPS S1 | 1.44 | 1.22 |
| FIAM Inter Infla-Pro Bond Index Pool D | 1.19 | 1.15 |
| FIAM Int Infl-Prot Bond Index Cmgld Pool | 1.19 | 1.10 |
| BNY Mellon TIPS Index Fund Instl | 0.00 | 0.00 |
| BNY Mellon Capital TIPS Index | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Stable Value | 1 year gross return | 1 year net return |
|---|---|---|
| Putnam Stable Value Fund: Gross | 2.50 | 2.50 |
| Putnam Stable Value Fund: 15bps | 2.50 | 2.36 |
| Galliard Managed Income Fund | 2.27 | 2.31 |
| Putnam Stable Value Fund: 20bps | 2.50 | 2.30 |
| Putnam Stable Value Fund: 25bps | 2.52 | 2.24 |
| Putnam Stable Value Fund: 30bps | 2.51 | 2.20 |
| Wells Fargo Stable Value E | 0.00 | 2.06 |
| Wells Fargo Stable Value Fund D | 0.00 | 2.05 |
| Putnam Stable Value Fund: 45bps | 2.52 | 2.05 |
| Wells Fargo Stable Value Fund Q (25) | 0.00 | 2.01 |
Source: Morningstar Separate Account/CIT Fund Database
| Stable Value | 5 year gross return | 5 year net return |
|---|---|---|
| Putnam Stable Value Fund: Gross | 2.13 | 2.11 |
| Galliard Managed Income Fund | 0.00 | 2.03 |
| Putnam Stable Value Fund: 15bps | 2.13 | 1.98 |
| Putnam Stable Value Fund: 20bps | 2.13 | 1.93 |
| Putnam Stable Value Fund: 25bps | 2.13 | 1.88 |
| Putnam Stable Value Fund: 30bps | 2.13 | 1.82 |
| Wells Fargo Stable Value Fund D | 0.00 | 1.77 |
| Putnam Stable Value Fund: 45bps | 2.13 | 1.67 |
| Wells Fargo Stable Value E | 0.00 | 1.65 |
| Putnam Stable Value Fund: 50bps | 2.13 | 1.62 |
Source: Morningstar Separate Account/CIT Fund Database
| Convertibles | 1 year gross return | 1 year net return |
|---|---|---|
| Shenkman Capital Mgt Gamma Convert Fund | -1.00 | -1.82 |
Source: Morningstar Separate Account/CIT Fund Database
| Convertibles | 5 year gross return | 5 year net return |
|---|---|---|
| Shenkman Capital Mgt Gamma Convert Fund | 3.52 | 2.69 |
Source: Morningstar Separate Account/CIT Fund Database
| Emerging Markets Bond | 1 year gross return | 1 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 DbtS1 | 0.00 | -5.78 |
Source: Morningstar Separate Account/CIT Fund Database
| Emerging Markets Bond | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Emerging Mkts Debt Commingled Pool | 5.16 | 4.48 |
| Wellington CIF II Opportunistic EM DbtS1 | 0.00 | 4.30 |
| Capital Group EM Debt (Broad) DB Fund | 2.31 | 1.69 |
| Capital Group EM Debt (Broad) DC Unit T | 2.23 | 1.62 |
Source: Morningstar Separate Account/CIT Fund Database
| World Allocation | 1 year gross return | 1 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 Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Capital Group Absolute Income Grower DB | 2.76 | 2.04 |
| Wellington Opportunistic Investment | 3.11 | 2.03 |
| PIMCO Diversified Real Asset CIT | 0.66 | 0.18 |
| Wellington CIF II Divers Inflation Hg S1 | -3.52 | -4.58 |
Source: Morningstar Separate Account/CIT Fund Database
| Conservative Allocation | 1 year gross return | 1 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 Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Manning & Napier Pro-Mix Consrv Term S | 3.10 | 2.22 |
| Manning & Napier Pro-Mix Modrte Term S | 3.13 | 2.20 |
| BCM DynamicBelay Balanced Growth (QDIA) | 0.00 | 0.00 |
| FIAM Pension Journey 30/70 Commingled Pl | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Moderate Allocation | 1 year gross return | 1 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 Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Pioneer U.S. Balanced Trust - T2 | 6.00 | 5.49 |
| Harris Assoc. Oakmark Eq & Inc Cl 2 | 0.00 | 3.80 |
| Harris Oakmark Equity & Income CIT | 4.20 | 3.57 |
| Manning & Napier Pro-Mix Extend Term S | 3.61 | 2.68 |
| FIAM Pension Journey 60/40 Commingled Pl | 0.00 | 0.00 |
| FIAM Pension Journey 50/50 Commingled Pl | 0.00 | 0.00 |
| BCM DynamicBelay Conservative Gro(QDIA) | 0.00 | 0.00 |
| FIAM Total Endowment Commingled Pool | 0.00 | 0.00 |
| BCM DynamicBelay Moderate Growth (QDIA) | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2000-2010 | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Index Target Date 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 2000-2010 | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Blend Target Date 2010 T | 4.31 | 4.06 |
| FIAM Blend Target Date 2010 S | 4.33 | 4.05 |
| FIAM Blend Target Date 2010 R | 4.31 | 4.00 |
| FIAM Blend Target Date 2010 Y | 4.31 | 3.96 |
| FIAM Blend Target Date 2010 X | 4.31 | 3.93 |
| FIAM Blend Target Date 2010 Q | 4.30 | 3.93 |
| FIAM Blend Target Date 2010 W | 4.26 | 3.85 |
| FIAM Blend Target Date 2010 V | 4.31 | 3.84 |
| FIAM Blend Target Date 2010 U | 4.32 | 3.80 |
| FIAM Blend Target Date 2005 T | 3.98 | 3.73 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2011-2015 | 1 year gross return | 1 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 A | 0.00 | -3.07 |
| State St Target Ret 2015 SL Cl I | 0.00 | -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 2011-2015 | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Blend Target Date 2015 S | 4.72 | 4.45 |
| FIAM Blend Target Date 2015 R | 4.65 | 4.34 |
| FIAM Blend Target Date 2015 Y | 4.66 | 4.30 |
| FIAM Blend Target Date 2015 Q | 4.65 | 4.28 |
| FIAM Blend Target Date 2015 X | 4.64 | 4.27 |
| FIAM Blend Target Date 2015 W | 4.65 | 4.24 |
| FIAM Blend Target Date 2015 V | 4.65 | 4.18 |
| FIAM Blend Target Date 2015 U | 4.65 | 4.12 |
| FIAM Index Target Date 2015 Y | 4.15 | 4.08 |
| FIAM Index Target Date 2015 T | 4.15 | 4.08 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2016-2020 | 1 year gross return | 1 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 S | 12.25 | -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 2016-2020 | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Blend Target Date 2020 S | 4.82 | 4.54 |
| FIAM Blend Target Date 2020 T | 4.79 | 4.54 |
| FIAM Blend Target Date 2020 R | 4.81 | 4.50 |
| FIAM Blend Target Date 2020 Q | 4.79 | 4.43 |
| FIAM Blend Target Date 2020 Y | 4.78 | 4.43 |
| FIAM Blend Target Date 2020 X | 4.78 | 4.41 |
| FIAM Blend Target Date 2020 W | 4.81 | 4.39 |
| FIAM Blend Target Date 2020 V | 4.80 | 4.33 |
| FIAM Index Target Date 2020 T | 4.36 | 4.28 |
| FIAM Blend Target Date 2020 U | 4.80 | 4.27 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2021-2025 | 1 year gross return | 1 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 2021-2025 | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Blend Target Date 2025 S | 4.99 | 4.72 |
| FIAM Blend Target Date 2025 T | 4.94 | 4.69 |
| FIAM Blend Target Date 2025 R | 4.96 | 4.64 |
| FIAM Blend Target Date 2025 Y | 4.94 | 4.59 |
| FIAM Blend Target Date 2025 X | 4.95 | 4.57 |
| FIAM Blend Target Date 2025 Q | 4.94 | 4.57 |
| FIAM Index Target Date 2025 Y | 4.60 | 4.52 |
| FIAM Index Target Date 2025 T | 4.59 | 4.52 |
| FIAM Blend Target Date 2025 W | 4.94 | 4.52 |
| FIAM Index Target Date 2025 S | 4.60 | 4.51 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2026-2030 | 1 year gross return | 1 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 S | 15.56 | -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 2026-2030 | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Blend Target Date 2030 T | 5.33 | 5.08 |
| FIAM Blend Target Date 2030 S | 5.35 | 5.07 |
| FIAM Blend Target Date 2030 R | 5.36 | 5.04 |
| FIAM Blend Target Date 2030 Y | 5.34 | 4.99 |
| FIAM Index Target Date 2030 T | 5.06 | 4.98 |
| FIAM Index Target Date 2030 Y | 5.06 | 4.98 |
| FIAM Blend Target Date 2030 Q | 5.35 | 4.98 |
| FIAM Index Target Date 2030 S | 5.05 | 4.97 |
| FIAM Blend Target Date 2030 X | 5.34 | 4.97 |
| FIAM Index Target Date 2030 V | 5.07 | 4.96 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2031-2035 | 1 year gross return | 1 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 2031-2035 | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Index Target Date 2035 Y | 5.32 | 5.25 |
| FIAM Index Target Date 2035 T | 5.33 | 5.25 |
| FIAM Blend Target Date 2035 T | 5.50 | 5.25 |
| FIAM Index Target Date 2035 S | 5.33 | 5.24 |
| FIAM Blend Target Date 2035 S | 5.51 | 5.23 |
| FIAM Index Target Date 2035 V | 5.32 | 5.21 |
| FIAM Blend Target Date 2035 R | 5.51 | 5.19 |
| FIAM Index Target Date 2035 U | 5.32 | 5.16 |
| FIAM Blend Target Date 2035 Y | 5.51 | 5.15 |
| FIAM Blend Target Date 2035 Q | 5.51 | 5.14 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2036-2040 | 1 year gross return | 1 year net return |
|---|---|---|
| Manning & Napier RT 2040 CIT Class I | -4.12 | -4.78 |
| Manning & Napier RT 2040 CIT Class S | 18.12 | -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 2036-2040 | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Index Target Date 2040 T | 5.24 | 5.17 |
| FIAM Index Target Date 2040 Y | 5.24 | 5.16 |
| FIAM Index Target Date 2040 S | 5.24 | 5.16 |
| FIAM Blend Target Date 2040 T | 5.41 | 5.16 |
| FIAM Blend Target Date 2040 S | 5.43 | 5.15 |
| FIAM Index Target Date 2040 V | 5.25 | 5.14 |
| FIAM Blend Target Date 2040 R | 5.42 | 5.10 |
| FIAM Index Target Date 2040 U | 5.25 | 5.09 |
| FIAM Blend Target Date 2040 Y | 5.41 | 5.06 |
| FIAM Blend Target Date 2040 X | 5.42 | 5.04 |
Source: Morningstar Separate Account/CIT Fund Database
| Target Date 2041-2045 | 1 year gross return | 1 year net return |
|---|---|---|
| Manning & Napier RT 2045 CIT Class I | -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 2041-2045 | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Index Target Date 2045 Y | 5.26 | 5.19 |
| FIAM Index Target Date 2045 T | 5.26 | 5.19 |
| FIAM Index Target Date 2045 S | 5.26 | 5.18 |
| FIAM Index Target Date 2045 V | 5.26 | 5.15 |
| FIAM Blend Target Date 2045 T | 5.39 | 5.14 |
| FIAM Blend Target Date 2045 S | 5.40 | 5.13 |
| FIAM Index Target Date 2045 U | 5.26 | 5.10 |
| FIAM Blend Target Date 2045 R | 5.40 | 5.09 |
| FIAM Blend Target Date 2045 Y | 5.40 | 5.04 |
| FIAM Blend Target Date 2045 X | 5.41 | 5.03 |
Source: Morningstar Separate Account/CIT Fund Database
| Retirement Income | 1 year gross return | 1 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 Income | 5 year gross return | 5 year net return |
|---|---|---|
| Manning & Napier Fi360 ETF Income CIT U | 3.87 | 3.52 |
| Voya Target Solution Income Trust | 3.88 | 3.43 |
| BNY Mellon SmartPath Retirement Income | 3.49 | 3.33 |
| FIAM Blend Target Date Income T | 3.40 | 3.15 |
| FIAM Blend Target Date Income S | 3.40 | 3.13 |
| FIAM Blend Target Date Income R | 3.38 | 3.07 |
| FIAM Blend Target Date Income Y | 3.40 | 3.05 |
| FIAM Blend Target Date Income X | 3.41 | 3.04 |
| FIAM Blend Target Date Income Q | 3.39 | 3.03 |
| FIAM Blend Target Date Income W | 3.38 | 2.97 |
