Top performing managers by category: separate accounts, 1st Quarter 2019


Large Blend1 year gross return1 year net return
Chicago FactorSmart Core26.2325.99
Chicago FactorSmart Dynamic Beta25.3525.04
Chicago Equity Lg-Cap Core Extended25.0824.48
Chicago Equity Lg-Cap Core Select24.3023.58
Chicago Equity Lg-Cap Core Eq24.1823.57
Euclid Advisory Large Cap Growth23.0621.62
Washington Crossing Rising Div Portfolio16.3615.95
OakBrook Select Equity16.2615.82
Yacktman Asset Mgt Taxable Focused Comp15.9515.34
Wellington Select Quality Equity15.9315.13
Source: Morningstar Separate Account/CIT Fund Database

Large Blend5 year gross return5 year net return
Euclid Advisory Large Cap Growth18.4817.05
Chicago FactorSmart Dynamic Beta16.9516.67
Chicago FactorSmart Core15.1814.96
Chicago Equity Lg-Cap Core Select13.7213.13
Mellon Capital Dynamic U.S. Equity Comp13.4812.96
Chicago Equity Lg-Cap Core Extended13.4912.93
Chicago Equity Lg-Cap Core Eq13.4012.84
Fisher US Total Return13.0912.79
Washington Crossing Rising Div Portfolio12.6912.30
Calvert US Lg Cap Core Responsible strgy11.1212.14
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend1 year gross return1 year net return
Chicago Equity Md-Cap Core Eq23.4822.87
Chicago Equity Mid Cap Core - Extended23.3422.75
Cambiar SMID Value13.4012.65
River Road Focused Absolute Value Comp12.0411.61
The London Co Mid Cap11.9511.52
NewSouth Capital Mgt NSCM SMIDCap Val Eq11.9511.14
Boston Trust Mid Cap Equity11.2710.22
Janus Henderson Opportunistic Alpha10.659.92
SFE Pathwaysâ„¢ (SRI) All-Cap Composite9.669.24
Burgundy US Small / Mid Cap Composite10.149.05
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend5 year gross return5 year net return
Chicago Equity Mid Cap Core - Extended12.5011.95
Chicago Equity Md-Cap Core Eq12.0611.50
Blackrock Russ 3000 Alpha Tilts Compt11.3010.96
River Road Focused Absolute Value Comp11.3110.71
Clarkston Capital SMID Composite10.9310.39
The London Co Mid Cap10.8410.37
Zacks Mid-Cap Core Strategy11.1310.34
Bahl & Gaynor - Small/Mid Cap Income Gr10.5510.19
EARNEST Md-Cap11.2810.16
Boston Trust Mid Cap Equity11.0510.00
Source: Morningstar Separate Account/CIT Fund Database

Small Blend1 year gross return1 year net return
Chicago Equity Small Cap Core20.2820.03
Quantum Micro Cap20.0218.25
Gyroscope SMID Cap Low Vol Portfolio18.5717.04
MFS Blended Research US Small Cap11.2610.62
Segall Bryant Small Cap Value11.0710.16
Wellington Small Cap Opportunities10.839.86
Neuberger Berman Smid Cap Intrinsic Val10.409.25
Segall Small Cap Value Concentrated9.569.12
Burgundy US Small Cap Value Composite10.038.98
Julex Risk Managed TrueAlpha Small Cap9.728.63
Source: Morningstar Separate Account/CIT Fund Database

Small Blend5 year gross return5 year net return
Jacobs Levy Small Cap (S&P 600)12.7511.81
Chicago Equity Small Cap Core12.1511.71
Quantum Micro Cap12.9811.31
SGI U.S. Small Cap Low Volatility Eq11.1610.75
WCM Focused Small Cap10.7210.53
Martingale Low Volatility SmallCap+11.3110.28
Wakefield Small Cap Equity11.6010.19
Calvert Small Cap Core Strategy10.2310.12
Jacobs Levy Small Cap (Russell 2000)11.0310.10
LaSalle Street SMID11.1110.04
Source: Morningstar Separate Account/CIT Fund Database

Large Growth1 year gross return1 year net return
Morgan Stanley Insight31.5230.31
Chicago Equity Lg-Cap Gr Eq30.0829.43
Atlanta High Quality Focused Growth24.6023.75
Ithaka Growth Portfolio23.6423.04
Commerce Large-cap Growth Composite15.1523.02
Polen Focus Growth23.4422.86
TCW New America Premier Equities23.2122.28
Atlanta High Quality Focused Growth Wrap24.7622.28
Elemental Capital Growth22.9820.82
The Boston Focused Large Cap Growth Eq21.5120.81
Source: Morningstar Separate Account/CIT Fund Database

Large Growth5 year gross return5 year net return
Peregrine Capital Mgt Large Cap Growth19.2818.78
Morgan Stanley Insight19.1117.96
Polen Focus Growth17.5716.99
Morgan Stanley Growth17.5116.65
ARI Global Opportunities (ESG)16.5716.51
Edgewood Mgt Lg-Cap Gr17.2916.31
Baillie Gifford US Equities16.9316.22
Chicago Equity Lg-Cap Gr Eq16.6016.07
LEIA CBI15.9515.95
Loomis Sayles All Cap Growth16.1015.55
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth1 year gross return1 year net return
Morgan Stanley Discovery30.9929.95
Elemental Capital Small and Mid-Cap Gr29.3526.91
Night Owl All Cap23.7522.33
Kayne Anderson Rudnick Mid Sustain Gr20.3219.44
TFCM Core Growth20.7319.40
Summit Creek SMid Cap Growth19.8318.69
Wellington Focused Mid Cap Growth18.9517.91
Stephens SMID Hybrid Growth18.1316.95
Advisory Research U.S. Mid Cap Growth17.7716.80
Stephens SMID Cap Growth17.5316.61
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth5 year gross return5 year net return
Kayne Anderson Rudnick Small Cap Core17.1315.98
Fiera Mid Cap Growth16.1715.06
Kayne Anderson Rudnick Mid Sustain Gr15.6314.78
Snyder Capital Mgt Concen All-Cap Value15.4814.37
Jackson Square - Smid-Cap Growth-Focus14.8814.00
Sandhill Concentrated Equity Alpha14.6913.74
Janus Henderson Mid Cap Growth14.4313.69
Federated Kaufmann Growth Equity Comp15.2313.64
Sandhill Concentrated Equity Alpha Wrap14.6413.55
Champlain Mid Cap14.2713.49
Source: Morningstar Separate Account/CIT Fund Database

Small Growth1 year gross return1 year net return
Granahan Inv Mgt - Sm Cap Focused Grth42.5341.32
Crow Point Small Cap Concentrated33.3733.07
Macquarie US Smid-Cap Growth Equity31.9130.94
Kayne Anderson Rudnick SC Quality Select32.0530.44
Morgan Stanley Inception30.1329.24
Granite Small Growth Equity29.2527.99
TFCM Israeli Innovation29.2327.85
Granahan SC Advantage27.7727.26
Chicago Equity Small Cap Growth28.1827.20
Next Century Growth Micro Cap Growth27.8627.05
Source: Morningstar Separate Account/CIT Fund Database

Small Growth5 year gross return5 year net return
Kayne Anderson Rudnick SC Sustain Growth22.0620.87
Kayne Anderson Rudnick SC Quality Select21.4919.98
Granahan Inv Mgt - Sm Cap Focused Grth20.4319.66
Friess Small Cap Growth15.7314.72
Brown Capital Small Company15.5614.55
Chicago Equity Small Cap Growth14.9814.31
Driehaus Small Cap Growth15.2314.23
Ashford Small Company Growth14.9914.17
Driehaus Micro Cap Growth14.7613.63
Granite Small Growth Equity14.3313.20
Source: Morningstar Separate Account/CIT Fund Database

Large Value1 year gross return1 year net return
Chicago Equity Lg-Cap Value19.3418.75
Dearborn High and Rising Dividends17.9716.14
Madison Dividend Income14.7613.97
BMO Disciplined US Low Volatility Equity14.1813.67
The London Co. Income Equity14.0913.66
Cognios TE Quantitative Large Cap Value13.3913.39
GLOBALT Equity Income12.8812.88
Crawford Inv Counsel Dividend Yield13.1912.71
OFI Global Revenue Weighted Dividend12.8512.58
Northern Trust QDF Defensive12.8112.31
Source: Morningstar Separate Account/CIT Fund Database

Large Value5 year gross return5 year net return
OFI Global Revenue Weighted Dividend11.8411.53
Goldman Sachs Enhanced Large-Cap11.8011.47
PGFG Focused Equity12.6411.32
Conning High Dividend Equity11.7511.31
Manning & Napier Disciplined Value-U.S.11.5910.96
AJO Top Cap11.1410.90
GLOBALT Equity Income11.4310.82
Levin Easterly All Cap Value11.9210.82
WFAM Golden Disciplined US Div Yield10.9710.75
PVG U.S. Value11.2510.49
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value1 year gross return1 year net return
Shapiro Capital All Cap Opportunity12.9111.97
Anchor Mid Cap Value Institutional12.0611.27
McKinley Capital U.S. Equity Income9.759.23
Clifford Capital All-Cap Value9.549.14
MAP US Multi-Cap Value Composite10.129.04
SiM Apex Value Fund9.548.48
Gilman Hill Equity Income9.308.22
Nuance Mid Cap Value Separate Account8.717.95
Runde Small/Mid-Cap Value8.637.86
Ceredex Mid Cap Value Equity7.336.53
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value5 year gross return5 year net return
Levin Easterly Mid Cap Value13.1312.01
Shapiro Capital All Cap Opportunity12.6611.63
DOMO Concentrated All Cap Value13.3011.44
MAP US Multi-Cap Value Composite12.3811.28
Clifford Capital All-Cap Value11.3310.69
Nuance Mid Cap Value Separate Account10.269.54
Sycamore Mid Cap Value Comp10.349.52
AJO Managed Volatility9.469.28
Anchor Mid Cap Value Institutional10.019.27
TSW Mid-Cap Value9.549.11
Source: Morningstar Separate Account/CIT Fund Database

Small Value1 year gross return1 year net return
Brandywine Small Mid Cap Val Eq8.087.13
Symons Small Cap Value7.486.61
Opus Cap Small Cap Value Plus6.135.61
Ballast Quality Value SmallCap5.924.88
Denali Network Value Small4.973.90
Horizon Small Cap Value3.523.52
Opus Capital Mgt Small Cap Value3.232.83
Sycamore Small Cap Value Comp3.812.78
DePrince, Race & Zollo SMID Cap Value3.522.65
Brandywine Institutional Small Cap Value3.282.25
Source: Morningstar Separate Account/CIT Fund Database

Small Value5 year gross return5 year net return
Opus Cap Small Cap Value Plus10.059.56
Pacific Ridge Capital Ptnrs Micro Cp Val10.678.97
Sycamore Small Cap Value Comp9.868.78
Jacobs Levy Sm Cap Val (R 2500 Val)8.847.93
Fuller & Thaler Small-Cap Value8.187.74
PPM Small Capitalization Value Equity8.567.64
Hotchkis & Wiley -Small Cap Divsfd Value8.127.44
Perkins Small Cap Value8.297.33
Denali Network Value Small8.317.24
Denali Network Value Micro8.557.22
Source: Morningstar Separate Account/CIT Fund Database

Bear Market1 year gross return1 year net return
Federated Alternative Bear Equity Comp-14.02-15.10
Source: Morningstar Separate Account/CIT Fund Database

Bear Market5 year gross return5 year net return
Federated Alternative Bear Equity Comp-10.86-12.14
Source: Morningstar Separate Account/CIT Fund Database

Financial1 year gross return1 year net return
Confluence BDC-Wrap13.9812.32
McKinley Capital Business Development Co9.568.22
Manole Fin Tech7.576.51
ZPR Volume Winners1.830.52
ZPR Volume Value1.780.12
Penn Capital FinTech Catalyst-7.07-7.27
J.P. Morgan Global Bank Opportunities0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Financial5 year gross return5 year net return
ZPR Volume Value16.3314.46
ZPR Volume Winners13.8712.09
Penn Capital FinTech Catalyst10.4710.19
Confluence BDC-Wrap5.143.66
McKinley Capital Business Development Co0.000.00
Manole Fin Tech0.000.00
J.P. Morgan Global Bank Opportunities0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Health1 year gross return1 year net return
ARK Genomic Revolution31.1130.15
Nicholas Inv-Healthcare Opportunities23.7520.69
Janus Henderson Global Life Sciences14.8514.13
Financial Trust Health Value-4.11-5.30
Source: Morningstar Separate Account/CIT Fund Database

Health5 year gross return5 year net return
Janus Henderson Global Life Sciences12.3211.61
Financial Trust Health Value6.725.41
ARK Genomic Revolution0.000.00
Nicholas Inv-Healthcare Opportunities0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Natural Resources1 year gross return1 year net return
GMO Resources Strategy3.602.90
Wellington Global Natural Resources3.062.01
Cohen & Steers Natural Resources2.061.38
KBIGI Global Resource Solution0.40-0.45
Investec Global Natural Res Composite-0.57-1.32
The Boston Global Natural Resources-5.61-6.35
Jennison Global Natural Resources-10.41-11.08
Financial Trust Global Resources-20.65-21.63
SailingStone Global Natural Resources-39.41-39.88
Source: Morningstar Separate Account/CIT Fund Database

Natural Resources5 year gross return5 year net return
GMO Resources Strategy5.074.37
Cohen & Steers Natural Resources0.990.34
The Boston Global Natural Resources-0.11-0.90
Investec Global Natural Res Composite-0.63-1.41
Wellington Global Natural Resources-0.96-1.95
Financial Trust Global Resources-6.53-7.69
Jennison Global Natural Resources-7.53-7.95
SailingStone Global Natural Resources-16.78-17.32
KBIGI Global Resource Solution0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Equity Precious Metals1 year gross return1 year net return
WFAM Precious Metals4.633.64
GAMCO Gold2.851.87
Source: Morningstar Separate Account/CIT Fund Database

Equity Precious Metals5 year gross return5 year net return
GAMCO Gold0.22-0.74
WFAM Precious Metals-0.07-1.02
Source: Morningstar Separate Account/CIT Fund Database

Real Estate1 year gross return1 year net return
Adelante NewCORE Strategy23.1822.33
GSI Public Real Estate Composite21.9421.39
Cohen & Steers US Realty Total Return22.2421.28
Heitman US Focused RE Securities21.8521.10
LaSalle U.S. Real Estate Securities21.6920.97
Brookfield US Rl Estate Secs Value Inc20.7420.81
Heitman US RE Securities21.2020.50
AEW U.S. Diversified REIT Strategy20.7819.99
Sterling Stratton Real Estate Composite20.7319.96
CenterSquare REIT Separate Account19.9519.43
Source: Morningstar Separate Account/CIT Fund Database

Real Estate5 year gross return5 year net return
Cohen & Steers US Realty Focus13.3312.39
Heitman US Focused RE Securities11.7711.04
Heitman US RE Securities11.3610.83
PGI Real Estate Equity Securities11.1910.59
Anchor REIT11.0410.47
Sterling Stratton Real Estate Composite10.8910.23
GSI Public Real Estate Composite10.5810.01
Cohen & Steers US Realty Total Return10.839.92
Chilton Capital REIT10.789.84
CenterSquare REIT Separate Account10.369.83
Source: Morningstar Separate Account/CIT Fund Database

Technology1 year gross return1 year net return
Zevenbergen Genea Growth25.3824.17
J.P. Morgan US Technology Leaders - MA21.3220.88
RS Science And Technology Composite18.8617.68
ARK Next Generation Internet18.5317.64
AllianzGI Global Technology Equity17.5516.41
Janus Henderson Global Technology14.5213.79
MFS Technology Equity14.0513.24
Oak Associates Technology Portfolio13.7112.01
Wellington Global Technology Opps12.4911.63
Columbia Global Technology Growth12.2911.17
Source: Morningstar Separate Account/CIT Fund Database

Technology5 year gross return5 year net return
J.P. Morgan US Technology Leaders - MA20.3219.87
Columbia Global Technology Growth20.3519.17
RS Science And Technology Composite20.0018.82
Zevenbergen Genea Growth19.5618.47
Janus Henderson Global Technology19.0618.29
AllianzGI Global Technology Equity19.0217.98
MFS Technology Equity18.3117.45
Wellington Global Technology18.1217.25
Wellington Global Technology Opps17.8616.97
Oak Associates Technology Portfolio16.3615.33
Source: Morningstar Separate Account/CIT Fund Database

Utilities1 year gross return1 year net return
Miller/Howard – Utilities Plus21.5820.39
MFS Utilities Equity16.9016.17
Source: Morningstar Separate Account/CIT Fund Database

Utilities5 year gross return5 year net return
Miller/Howard – Utilities Plus9.608.51
MFS Utilities Equity6.515.82
Source: Morningstar Separate Account/CIT Fund Database

Equity Energy1 year gross return1 year net return
Miller/Howard Drill Bit Burn Tipˆ® No K1s5.644.59
Miller/Howard Drill Bit Burn Tipˆ®3.762.73
Drill Bit to Burner Tipˆ® No K1s SMA5.051.95
Miller/Howard Drill Bit to Burner Tipˆ®3.400.35
Tortoise Select Energy Opportunity-6.35-7.16
Wellington Energy-8.47-9.39
Miller/Howard E&P Institutional Strategy-19.01-19.83
Orleans Energy Opportunities-23.28-24.07
Source: Morningstar Separate Account/CIT Fund Database

Equity Energy5 year gross return5 year net return
Miller/Howard Drill Bit Burn Tipˆ®-1.11-2.09
Miller/Howard Drill Bit Burn Tipˆ® No K1s-1.25-2.24
Miller/Howard Drill Bit to Burner Tipˆ®-1.18-4.12
Drill Bit to Burner Tipˆ® No K1s SMA-1.27-4.20
Tortoise Select Energy Opportunity-4.03-4.94
Wellington Energy-4.88-5.84
Miller/Howard E&P Institutional Strategy-12.51-13.39
Orleans Energy Opportunities-14.54-15.41
Source: Morningstar Separate Account/CIT Fund Database

Aggressive Allocation1 year gross return1 year net return
Securian AM Real Asset Income16.9416.23
Nuveen Stable Gr Bal Advsr Spnsrd13.059.73
Eads & Heald Wealth Managment Bal10.129.21
Congress Asset Mgt Multi-Cap Balanced8.998.57
Cashen Balanced8.657.78
Bartlett & Co. Socially Responsible Bal8.277.70
iSectors Post-MPT Growth Allocation8.167.30
Calamos US Opportunities Composite7.626.90
C.J. Lawrence Balanced Strategy8.086.48
Atalanta Sosnoff Balanced6.566.10
Source: Morningstar Separate Account/CIT Fund Database

Aggressive Allocation5 year gross return5 year net return
Clark Navigator MultiStrategy 75-258.858.47
Kensington Income Equity8.538.35
Calamos US Opportunities Composite8.888.16
Atalanta Sosnoff Balanced8.718.02
Eads & Heald Wealth Managment Bal8.797.89
Dorsey Wright Sys Reltv Strength Bal8.797.72
C.J. Lawrence Balanced Strategy8.717.50
Nuveen Stable Gr Bal Advsr Spnsrd10.487.24
Congress Asset Mgt Multi-Cap Balanced7.687.24
CLS American Funds Agg Growth 857.226.96
Source: Morningstar Separate Account/CIT Fund Database

Bank Loan1 year gross return1 year net return
BNP Paribas Global Loans5.234.60
MacKay Hi Yld Floating Rate Composite4.233.60
Bain Capital Liquid Senior Loan3.973.60
Octagon Senior Secured Credit3.973.29
Penn Capital Def Floating Rate Inc3.663.23
TCW Bank Loans3.743.17
Pacific Corporate Bank Loan Composite3.573.06
Aegon Bank Loans3.583.01
T. Rowe Price Floating Rate Bank Loan3.533.01
Invesco Zodiac US Senior Loan Composite3.492.98
Source: Morningstar Separate Account/CIT Fund Database

Bank Loan5 year gross return5 year net return
Octagon Senior Secured Credit5.304.62
Loomis Sayles Sr Floating Rate and FI4.604.08
Pacific Corporate Bank Loan Composite4.174.06
Federated Bank Loan Composite4.433.92
Aegon Bank Loans4.463.89
MacKay Hi Yld Floating Rate Composite4.483.86
OFI Global Senior Loans4.323.82
Aegon Bank Loans Constrained4.293.77
Columbia Bank Loan Strategy4.353.71
T. Rowe Price Floating Rate Bank Loan4.173.65
Source: Morningstar Separate Account/CIT Fund Database

Small Value1 year gross return1 year net return
Brandywine Small Mid Cap Val Eq8.087.13
Symons Small Cap Value7.486.61
Opus Cap Small Cap Value Plus6.135.61
Ballast Quality Value SmallCap5.924.88
Denali Network Value Small4.973.90
Horizon Small Cap Value3.523.52
Opus Capital Mgt Small Cap Value3.232.83
Sycamore Small Cap Value Comp3.812.78
DePrince, Race & Zollo SMID Cap Value3.522.65
Brandywine Institutional Small Cap Value3.282.25
Source: Morningstar Separate Account/CIT Fund Database

Small Value5 year gross return5 year net return
Opus Cap Small Cap Value Plus10.059.56
Pacific Ridge Capital Ptnrs Micro Cp Val10.678.97
Sycamore Small Cap Value Comp9.868.78
Jacobs Levy Sm Cap Val (R 2500 Val)8.847.93
Fuller & Thaler Small-Cap Value8.187.74
PPM Small Capitalization Value Equity8.567.64
Hotchkis & Wiley -Small Cap Divsfd Value8.127.44
Perkins Small Cap Value8.297.33
Denali Network Value Small8.317.24
Denali Network Value Micro8.557.22
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value1 year gross return1 year net return
Shapiro Capital All Cap Opportunity12.9111.97
Anchor Mid Cap Value Institutional12.0611.27
McKinley Capital U.S. Equity Income9.759.23
Clifford Capital All-Cap Value9.549.14
MAP US Multi-Cap Value Composite10.129.04
SiM Apex Value Fund9.548.48
Gilman Hill Equity Income9.308.22
Nuance Mid Cap Value Separate Account8.717.95
Runde Small/Mid-Cap Value8.637.86
Ceredex Mid Cap Value Equity7.336.53
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value5 year gross return5 year net return
Levin Easterly Mid Cap Value13.1312.01
Shapiro Capital All Cap Opportunity12.6611.63
DOMO Concentrated All Cap Value13.3011.44
MAP US Multi-Cap Value Composite12.3811.28
Clifford Capital All-Cap Value11.3310.69
Nuance Mid Cap Value Separate Account10.269.54
Sycamore Mid Cap Value Comp10.349.52
AJO Managed Volatility9.469.28
Anchor Mid Cap Value Institutional10.019.27
TSW Mid-Cap Value9.549.11
Source: Morningstar Separate Account/CIT Fund Database

Large Value1 year gross return1 year net return
Chicago Equity Lg-Cap Value19.3418.75
Dearborn High and Rising Dividends17.9716.14
Madison Dividend Income14.7613.97
BMO Disciplined US Low Volatility Equity14.1813.67
The London Co. Income Equity14.0913.66
Cognios TE Quantitative Large Cap Value13.3913.39
GLOBALT Equity Income12.8812.88
Crawford Inv Counsel Dividend Yield13.1912.71
OFI Global Revenue Weighted Dividend12.8512.58
Northern Trust QDF Defensive12.8112.31
Source: Morningstar Separate Account/CIT Fund Database

Large Value5 year gross return5 year net return
OFI Global Revenue Weighted Dividend11.8411.53
Goldman Sachs Enhanced Large-Cap11.8011.47
PGFG Focused Equity12.6411.32
Conning High Dividend Equity11.7511.31
Manning & Napier Disciplined Value-U.S.11.5910.96
AJO Top Cap11.1410.90
GLOBALT Equity Income11.4310.82
Levin Easterly All Cap Value11.9210.82
WFAM Golden Disciplined US Div Yield10.9710.75
PVG U.S. Value11.2510.49
Source: Morningstar Separate Account/CIT Fund Database

Small Growth1 year gross return1 year net return
Granahan Inv Mgt - Sm Cap Focused Grth42.5341.32
Crow Point Small Cap Concentrated31.7731.52
Macquarie US Smid-Cap Growth Equity31.9130.94
Kayne Anderson Rudnick SC Quality Select32.0530.44
Morgan Stanley Inception30.1329.24
Granite Small Growth Equity29.2527.99
TFCM Israeli Innovation29.2327.85
Granahan SC Advantage27.7727.26
Chicago Equity Small Cap Growth28.1827.20
Next Century Growth Micro Cap Growth27.8627.05
Source: Morningstar Separate Account/CIT Fund Database

Small Growth5 year gross return5 year net return
Kayne Anderson Rudnick SC Sustain Growth22.0620.87
Kayne Anderson Rudnick SC Quality Select21.4919.98
Granahan Inv Mgt - Sm Cap Focused Grth20.4319.66
Friess Small Cap Growth15.7314.72
Brown Capital Small Company15.5614.55
Chicago Equity Small Cap Growth14.9814.31
Driehaus Small Cap Growth15.2314.23
Ashford Small Company Growth14.9914.17
Driehaus Micro Cap Growth14.7613.63
Granite Small Growth Equity14.3313.20
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth1 year gross return1 year net return
Morgan Stanley Discovery30.9929.95
Elemental Capital Small and Mid-Cap Gr29.3526.91
Night Owl All Cap23.7522.33
Kayne Anderson Rudnick Mid Sustain Gr20.3219.44
TFCM Core Growth20.7319.40
Summit Creek SMid Cap Growth19.8318.69
Wellington Focused Mid Cap Growth18.9517.91
Stephens SMID Hybrid Growth18.1316.95
Advisory Research U.S. Mid Cap Growth17.7716.80
Stephens SMID Cap Growth17.5316.61
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth5 year gross return5 year net return
Kayne Anderson Rudnick Small Cap Core17.1315.98
Fiera Mid Cap Growth16.1715.06
Kayne Anderson Rudnick Mid Sustain Gr15.6314.78
Snyder Capital Mgt Concen All-Cap Value15.4814.37
Jackson Square - Smid-Cap Growth-Focus14.8814.00
Sandhill Concentrated Equity Alpha14.6913.74
Janus Henderson Mid Cap Growth14.4313.69
Federated Kaufmann Growth Equity Comp15.2313.64
Sandhill Concentrated Equity Alpha Wrap14.6413.55
Champlain Mid Cap14.2713.49
Source: Morningstar Separate Account/CIT Fund Database

Large Growth1 year gross return1 year net return
Morgan Stanley Insight31.5230.31
Chicago Equity Lg-Cap Gr Eq30.0829.43
Atlanta High Quality Focused Growth24.6023.75
Ithaka Growth Portfolio23.6423.04
Commerce Large-cap Growth Composite15.1523.02
Polen Focus Growth23.4422.86
TCW New America Premier Equities23.2122.28
Atlanta High Quality Focused Growth Wrap24.7622.28
Elemental Capital Growth22.9820.82
The Boston Focused Large Cap Growth Eq21.5120.81
Source: Morningstar Separate Account/CIT Fund Database

Large Growth5 year gross return5 year net return
Peregrine Capital Mgt Large Cap Growth19.2818.78
Morgan Stanley Insight19.1117.96
Polen Focus Growth17.5716.99
Morgan Stanley Growth17.5116.65
ARI Global Opportunities (ESG)16.5716.51
Edgewood Mgt Lg-Cap Gr17.2916.31
Baillie Gifford US Equities16.9316.22
Chicago Equity Lg-Cap Gr Eq16.6016.07
LEIA CBI15.9515.95
Loomis Sayles All Cap Growth16.1015.55
Source: Morningstar Separate Account/CIT Fund Database

Small Blend1 year gross return1 year net return
Chicago Equity Small Cap Core20.2820.03
Quantum Micro Cap20.0218.25
Gyroscope SMID Cap Low Vol Portfolio18.5717.04
MFS Blended Research US Small Cap11.2610.62
Segall Bryant Small Cap Value11.0710.16
Wellington Small Cap Opportunities10.839.86
Neuberger Berman Smid Cap Intrinsic Val10.409.25
Segall Small Cap Value Concentrated9.569.12
Burgundy US Small Cap Value Composite10.038.98
Julex Risk Managed TrueAlpha Small Cap9.728.63
Source: Morningstar Separate Account/CIT Fund Database

Small Blend5 year gross return5 year net return
Jacobs Levy Small Cap (S&P 600)12.7511.81
Chicago Equity Small Cap Core12.1511.71
Quantum Micro Cap12.9811.31
SGI U.S. Small Cap Low Volatility Eq11.1610.75
WCM Focused Small Cap10.7210.53
Martingale Low Volatility SmallCap+11.3110.28
Wakefield Small Cap Equity11.6010.19
Calvert Small Cap Core Strategy10.2310.12
Jacobs Levy Small Cap (Russell 2000)11.0310.10
LaSalle Street SMID11.1110.04
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend1 year gross return1 year net return
Chicago Equity Md-Cap Core Eq23.4822.87
Chicago Equity Mid Cap Core - Extended23.3422.75
Cambiar SMID Value13.4012.65
River Road Focused Absolute Value Comp12.0411.61
The London Co Mid Cap11.9511.52
NewSouth Capital Mgt NSCM SMIDCap Val Eq11.9511.14
Boston Trust Mid Cap Equity11.2710.22
Janus Henderson Opportunistic Alpha10.659.92
SFE Pathwaysâ„¢ (SRI) All-Cap Composite9.669.24
Burgundy US Small / Mid Cap Composite10.149.05
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend5 year gross return5 year net return
Chicago Equity Mid Cap Core - Extended12.5011.95
Chicago Equity Md-Cap Core Eq12.0611.50
Blackrock Russ 3000 Alpha Tilts Compt11.3010.96
River Road Focused Absolute Value Comp11.3110.71
Clarkston Capital SMID Composite10.9310.39
The London Co Mid Cap10.8410.37
Zacks Mid-Cap Core Strategy11.1310.34
Bahl & Gaynor - Small/Mid Cap Income Gr10.5510.19
EARNEST Md-Cap11.2810.16
Boston Trust Mid Cap Equity11.0510.00
Source: Morningstar Separate Account/CIT Fund Database

Large Blend1 year gross return1 year net return
Chicago FactorSmart Core26.2325.99
Chicago FactorSmart Dynamic Beta25.3525.04
Chicago Equity Lg-Cap Core Extended25.0824.48
Chicago Equity Lg-Cap Core Select24.3023.58
Chicago Equity Lg-Cap Core Eq24.1823.57
Euclid Advisory Large Cap Growth23.0621.62
Washington Crossing Rising Div Portfolio16.3615.95
OakBrook Select Equity16.2615.82
Yacktman Asset Mgt Taxable Focused Comp15.9515.34
Wellington Select Quality Equity15.9315.13
Source: Morningstar Separate Account/CIT Fund Database

Large Blend5 year gross return5 year net return
Euclid Advisory Large Cap Growth18.4817.05
Chicago FactorSmart Dynamic Beta16.9516.67
Chicago FactorSmart Core15.1814.96
Chicago Equity Lg-Cap Core Select13.7213.13
Mellon Capital Dynamic U.S. Equity Comp13.4812.96
Chicago Equity Lg-Cap Core Extended13.4912.93
Chicago Equity Lg-Cap Core Eq13.4012.84
Fisher US Total Return13.0912.79
Washington Crossing Rising Div Portfolio12.6912.30
Calvert US Lg Cap Core Responsible strgy11.1212.14
Source: Morningstar Separate Account/CIT Fund Database

Long/Short Equity1 year gross return1 year net return
Cognios Quantitiatve Long-Short Growth12.4712.47
BlackRock Alpha Advantage 500 Composite8.608.09
Robinson Market Opportunity8.397.49
AGFiQ Core ETF Absolute Return6.896.87
Trowbridge Dync Low Volatil (Adv Class)6.786.41
River Road Long-Short Equity7.046.13
Elite Tactical Long/Short6.995.93
Wellington Hedged Alpha Opportunities5.464.68
M.D. Sass Equity Income Plus4.924.12
Clark Navigator Alternative4.484.11
Source: Morningstar Separate Account/CIT Fund Database

Long/Short Equity5 year gross return5 year net return
BlackRock Alpha Advantage 500 Composite11.8611.76
QMA US Core Equity Extended12.2111.50
WFAM Analytic Global Long/Short Eq7.657.03
Elite Tactical Long/Short7.416.35
Robinson Market Opportunity6.705.79
Astor Dynamic Allocation6.974.95
Calamos Phineus Long/Short Composite6.374.95
Epoch Global Absolute Return5.814.58
PVG Dynamic Core ETF5.514.28
River Road Long-Short Equity5.354.26
Source: Morningstar Separate Account/CIT Fund Database

Leveraged Net Long1 year gross return1 year net return
Chicago Equity Large Cap 130/3024.5623.82
LA Capital U.S. Large Cap Active Exten11.4611.11
Martingale Low Volatility Long/Short8.347.63
Large Cap Core 130/307.867.39
PVG Global Macro Portfolio8.367.05
AJO Top Cap Absolute Value 130/305.254.87
UBS: US Equity Opportunity Unconstrained4.574.45
Martingale 130/30 LargeCap Growth4.994.29
Quant US Large Cap 130/30 Equity4.263.48
Constantia Large Cap 130/302.792.18
Source: Morningstar Separate Account/CIT Fund Database

Leveraged Net Long5 year gross return5 year net return
Chicago Equity Large Cap 130/3014.8114.11
Martingale Low Volatility Long/Short13.7612.94
LA Capital U.S. Large Cap Active Exten11.9311.57
Martingale 130/30 LargeCap Growth12.3511.54
Numeric Investors Amplified Core 130/3011.4210.41
MacKay Shields US Equity Opportunities10.9610.31
UBS: US Equity Opportunity Unconstrained10.3010.17
Large Cap Core 130/3010.6310.13
Quant US Large Cap 130/30 Equity10.449.62
Constantia Large Cap 130/3010.199.54
Source: Morningstar Separate Account/CIT Fund Database

Market Neutral1 year gross return1 year net return
Constantia Merger-Arbitrage7.426.83
Q3 Bull Cipher5.973.62
SSI Convertible Income4.513.50
Research Market Neutral2.731.96
Cognios Market Neutral Large Cap Value3.071.65
Copeland Risk Managed Dividend Growth2.581.57
PSI Managed Volatility2.161.14
Constantia Equity Market Neutral1.210.41
PVG Loss Averse Equity Income0.37-1.06
Convergence Market Neutral-1.88-2.90
Source: Morningstar Separate Account/CIT Fund Database

Market Neutral5 year gross return5 year net return
Copeland Risk Managed Dividend Growth5.714.65
Cognios Market Neutral Large Cap Value5.854.35
Constantia Merger-Arbitrage4.774.21
SSI Convertible Income3.492.49
Constantia Equity Market Neutral3.222.29
Invesco US Market Neutral Equity1.111.11
Research Market Neutral1.900.94
PSI Managed Volatility-0.34-1.33
Martingale Equity Market Neutral-1.07-2.06
PVG Loss Averse Equity Income-1.40-2.72
Source: Morningstar Separate Account/CIT Fund Database

World Stock1 year gross return1 year net return
Polen Global Growth - ADR16.3715.48
Morgan Stanley Glbl Franchise15.4114.75
WCM Quality Global Growth15.3614.71
Sands Global Leaders Equity Composite15.3014.34
Wellington Global Dividend Growth14.8313.97
OakBrook Global Select Equity14.0013.97
Sparrow World Total Return15.6013.71
WCM Quality Growth Global ADR13.8813.18
Walter Scott Global Composite (USD)13.2212.38
Morgan Stanley Global Quality12.8612.33
Source: Morningstar Separate Account/CIT Fund Database

World Stock5 year gross return5 year net return
Morgan Stanley Global Opportunity17.5616.30
Wellington Global Growth (AUD)16.6215.75
Baillie Gifford Long Term Global Growth16.4315.62
Wellington Global Research ex-Aus14.5413.68
Jennison Global Equity Opportunities13.3712.52
Hardman Johnston Global Equity13.1612.36
T. Rowe Price Glb Focused Growth Equity13.0412.35
SGA Global Large Cap Growth Equity13.2312.23
WCM Quality Global Growth12.6312.08
DSM Global Growth Equity12.2511.22
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Value1 year gross return1 year net return
Financial Trust Intl Leaders Index0.62-0.62
Mondrian Inv Focused International Eq-0.22-0.87
Mondrian Inv Intl Eq-1.39-1.39
Logan International Dividend ADR-1.57-1.91
Mondrian Inv All Countries World ex US-2.33-2.33
Northern Trust Tax Advtd S&P ADR-2.28-2.51
Cadence Capital Mgt Intl Equity Income-2.29-2.58
Foresight International Value-2.44-3.06
Cadence Capital ESG Intl Equity Income-3.01-3.30
RBC International Equity Fund-2.61-3.54
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Value5 year gross return5 year net return
Brandywine Intl Opportunistic Eq5.514.73
WFAM EverKey Focused Global Equity5.734.68
Acadian ACW ex-U.S. Equity Composite5.064.28
Columbia International Equity5.004.16
Wellington Intl Contrarian Value4.583.70
Acadian ACWI ex-US Value Composite4.283.50
NT Quality Large Cap Core EAFE3.893.47
RBC International Equity Fund4.393.41
American Century Non-U.S. Intrinsic Val3.793.33
ClariVest International Core4.023.17
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Blend1 year gross return1 year net return
Southeastern Asset Mgt Intl Eq5.684.84
Fiduciary Mgt of Milwaukee Intl Comp2.391.67
Avalon International Value Equity2.511.55
MFS International Equity1.660.86
Santa Barbara Intl. Dividend Growth0.63-0.12
Pyrford International Equity0.40-0.26
Calvert International Equity Strategy0.20-0.50
Santa Barbara Intl. Dividend Growth ADR-0.11-0.80
ACM International ADR0.95-0.82
SSgA MSCI EAFE Index Strategy-3.44-0.84
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Blend5 year gross return5 year net return
Acadian ADR Non-U.S. Equity Composite7.476.66
Acadian Non-US ADR Eq (Model/Envestnet)7.736.11
Fiduciary Mgt of Milwaukee Intl Comp6.725.98
AB International Strategic Core Equity6.515.93
Clark Navigator International Equity/ADR5.985.61
Acadian Non-U.S. Concentrated Eq Compst6.205.25
Acadian Non-U.S. Equity Composite6.045.25
Herzfeld Foreign Composite5.954.95
Southeastern Asset Mgt Intl Eq5.404.57
WFAM International Equity CEF5.374.48
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Growth1 year gross return1 year net return
Polen International Growth - ADR7.507.06
Polen International Growth7.536.62
WCM Focused Growth International ADR5.635.02
Morgan Stanley International Advantage5.704.64
Walter Scott EAFE Composite (USD)4.954.17
MFS International Growth Equity4.803.99
MFS International Concentrated Equity4.723.84
WCM Inv Mgt Focused Growth Intl4.273.74
International Tortue Capital4.773.74
MC International LT Unconstrained4.073.73
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Growth5 year gross return5 year net return
Morgan Stanley International Opportunity14.3513.14
Morgan Stanley International Advantage13.9812.70
Wellington International Quality Growth9.158.33
WCM Inv Mgt Focused Growth Intl8.848.16
WCM Focused Growth International ADR8.707.94
Mitchell Capital International Equity8.877.89
MFS International Val Eq8.497.66
Eagle Ridge International Quality8.057.59
Kabouter International SMID-Cap8.427.34
AllianzGI International Equity Growth7.827.02
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Value1 year gross return1 year net return
First Eagle International Small Cap Val-1.69-2.43
Renaissance International Small Cap Eq-5.92-6.62
Advisory Research Intl Small Cap Value-7.24-8.47
Brandes International Sm-Mid Cap Equity-8.03-8.84
ARGA International Small-Cap Strategy-7.81-8.92
Templeton Intl Sm Cap Eq-8.50-9.37
Runde Int'l Small-Cap Value-10.13-10.49
SSgA International Small Cap Active-7.48-10.58
LSV Asset Mgt Intl Sm-Cap Val Eq-11.82-12.68
Causeway International Small Cap-12.16-12.91
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Value5 year gross return5 year net return
LSV Asset Mgt Intl Sm-Cap Val Eq4.703.67
Templeton Intl Sm Cap Eq4.573.59
GlobeFlex International Micro Cap Cmpst4.073.15
QMA International Small Cap Equity3.752.88
Segall Bryant International Small Cap3.142.48
SSgA International Small Cap Active3.682.20
Advisory Research Intl Small Cap Value3.522.13
Renaissance International Small Cap Eq2.702.00
Brandes International Sm-Mid Cap Equity2.101.14
Metis International Small Cap Equity2.031.13
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Growth1 year gross return1 year net return
Ashmore EM Middle East Equity10.959.27
Brown Capital Intl Small Company5.905.52
Global Equity - Small Cap4.083.30
Copeland Inter Divsfd Small Cap Div Gr4.302.86
OFI Global International Small-Mid Cap2.141.23
Kayne Anderson Rudnick SC International0.37-0.62
WCM International Small Cap Growth-0.74-1.19
Winslow International Small Cap Comp-0.35-1.34
MFS International Small-Mid Cap Equity-2.02-2.93
GA International Small Cap Composite-2.74-3.57
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Growth5 year gross return5 year net return
Brown Capital Intl Small Company15.4115.02
OFI Global International Small-Mid Cap10.9810.01
Expedition Intl Micro Cap Comp11.179.57
Axiom International Small Cap Strategy10.109.06
GA International Small Cap Composite9.788.85
Kayne Anderson Rudnick SC International9.428.36
Winslow International Small Cap Comp9.308.21
Wasatch Int'l Micro Cap Composite9.477.60
T. Rowe Price International Small-Cap Eq7.916.90
Rainier International Small Cap Equity7.476.63
Source: Morningstar Separate Account/CIT Fund Database

Latin America Stock1 year gross return1 year net return
T. Rowe Price Latin America Equity-3.66-4.48
Ashmore Latin America Small Cap Equity-3.66-5.16
Morgan Stanley Latin America Equity-7.65-8.38
Financial Trust Latin Value Momentum-15.37-16.39
Source: Morningstar Separate Account/CIT Fund Database

Latin America Stock5 year gross return5 year net return
Financial Trust Latin Value Momentum7.125.80
T. Rowe Price Latin America Equity2.972.10
Morgan Stanley Latin America Equity-0.23-0.69
Ashmore Latin America Small Cap Equity0.37-1.21
Source: Morningstar Separate Account/CIT Fund Database

Europe Stock1 year gross return1 year net return
Intech European Large Cap Core7.817.24
Numeric Investors Europe Core2.561.79
Burgundy European Equity Composite1.790.78
NS Partners European Equity-0.24-0.84
MFS European Research Equity-0.66-1.25
T. Rowe Price Europe Equity-1.40-1.89
PGI European Equity-1.76-2.18
Financial Trust Europe ValueMomentum-1.45-2.68
T. Rowe Price Europe ex-UK Equity-2.28-2.76
Vontobel Quality Growth European Equity-2.98-3.26
Source: Morningstar Separate Account/CIT Fund Database

Europe Stock5 year gross return5 year net return
Numeric Investors Europe Core8.027.25
Intech European Large Cap Core7.266.71
T. Rowe Price Europe Smaller Comp Equity5.514.73
Acadian European Equity Composite5.074.29
Wellington Strategic European Equity5.014.23
Boston Company Euroland Small Cap Equity4.953.96
Baillie Gifford Europe ex-UK Equities4.413.77
MFS European Research Equity4.333.66
Burgundy European Equity Composite4.573.54
PGI European Equity3.603.13
Source: Morningstar Separate Account/CIT Fund Database

Japan Stock1 year gross return1 year net return
Usonian Japan Value-3.73-4.68
T. Rowe Price Japan Equity-6.41-6.95
Baillie Gifford Japan Growth-6.48-7.05
MFS Japan Equity-6.60-7.20
Burgundy Focus Asian Composite-7.18-7.88
NWQ Japan Equity-7.95-8.69
Baillie Gifford Japanese All Cap-8.80-9.40
Burgundy Asian (All Cap) Composite-8.53-9.45
Brandes Japan Equity-8.86-9.60
Acadian Japanese Equity Composite-11.07-11.74
Source: Morningstar Separate Account/CIT Fund Database

Japan Stock5 year gross return5 year net return
Burgundy Focus Asian Composite11.5210.65
Burgundy Asian (All Cap) Composite11.7510.65
T. Rowe Price Japan Equity10.479.86
Baillie Gifford Japanese All Cap9.658.95
Baillie Gifford Japan Growth9.338.68
Usonian Japan Value9.127.89
Brandes Japan Equity8.517.63
NWQ Japan Equity7.867.01
Dalton Japan Long Only Composite7.486.65
MFS Japan Equity6.746.06
Source: Morningstar Separate Account/CIT Fund Database

Pacific/Asia ex-Japan Stk1 year gross return1 year net return
T. Rowe Price Asia Opportunities Eq Comp2.251.52
Morgan Stanley Asia Opportunity2.090.90
Brandes Asia Pacific ex-Japan Equity0.53-0.41
Asia Pacific ex Japan Equity-1.03-2.02
MFS Asia Pacific ex Japan-1.80-2.57
T. Rowe Price Asia ex-Japan Equity-1.88-2.58
MFS Asia ex Japan Equity-1.85-2.58
Lazard Emg Markets Eq Blend Asia ADR-3.73-4.38
Investec 4Factor Asia Pacific ex Jap Eq-5.90-6.51
AllianzGI Total Return Asia Equity-4.83-6.74
Source: Morningstar Separate Account/CIT Fund Database

Pacific/Asia ex-Japan Stk5 year gross return5 year net return
Baillie Gifford Asia ex Japan Equities8.257.52
MFS Asia ex Japan Equity8.187.40
Investec 4Factor Asia Pacific ex Jap Eq7.737.04
T. Rowe Price Asia ex-Japan Equity7.796.93
Brandes Asia Pacific ex-Japan Equity7.506.47
MFS Asia Pacific ex Japan7.026.23
FIIG Asia ex-Japan Equity7.156.18
Morgan Stanley Asia Equity5.465.19
PGI Asia ex-Japan Equity5.564.91
AllianzGI Total Return Asia Equity5.944.00
Source: Morningstar Separate Account/CIT Fund Database

Diversified Pacific/Asia1 year gross return1 year net return
Impax Asia-Pacific1.130.13
Asia Pacific inc Japan Equity-3.58-4.54
Sit Inv Pac Basin-4.50-5.36
Financial Trust Asia ValueMomentum-5.38-6.56
Horizon Asia Institutional-5.66-6.60
Dalton Asia Pacific Long Only Composite-7.84-8.46
Accuvest Asian Advantage-8.24-8.89
WFAM SF Global Asia Pacific Equity-9.93-10.66
Templeton Asia Pacific Eq-10.74-11.34
ARI Asia Pacific-13.15-13.37
Source: Morningstar Separate Account/CIT Fund Database

Diversified Pacific/Asia5 year gross return5 year net return
ARI Asia Pacific9.099.04
Impax Asia-Pacific7.616.54
Sit Inv Pac Basin6.945.99
Financial Trust Asia ValueMomentum7.135.80
WFAM SF Global Asia Pacific Equity6.185.33
Accuvest Asian Advantage5.104.47
Dalton Asia Pacific Long Only Composite5.114.21
Asia Pacific inc Japan Equity5.033.98
Templeton Asia Pacific Eq3.713.08
Horizon Asia Institutional4.103.06
Source: Morningstar Separate Account/CIT Fund Database

Diversified Emerging Mkts1 year gross return1 year net return
Artisan Developing World Composite4.903.81
Vontobel Quality Growth Asia Pac Equity2.692.23
SGA Emerging Markets Growth0.37-0.73
Wasatch EM Select Composite-0.31-0.86
RBC Emerging Markets Equity-0.32-1.27
Thornburg Developing World Strategy-0.81-1.70
Wellington Emerging Markets Equity (AUD)-0.94-1.94
Acadian EM Managed Volatility Eq Compst-2.01-2.65
JPMorgan Global Emg Markets Eq Focused-1.88-2.73
GW&K Emerging Wealth Equity-1.96-2.85
Source: Morningstar Separate Account/CIT Fund Database

Diversified Emerging Mkts5 year gross return5 year net return
Wellington Emerging Markets Equity (AUD)11.2610.15
UBS Emerging Markets Equity HALO8.868.37
JP Morgan GEM Discovery8.478.07
Vontobel Quality Growth Asia Pac Equity8.927.94
Ashmore EM Active Equity Strategy8.797.72
Baillie Gifford Emerging Mkts All Cap Eq8.177.31
AllianzGI Emerging Markets Small Cap7.987.18
Baillie Gifford Emerging Mkts Lead Co Eq8.027.17
T. Rowe Price Emerging Markets Equity7.896.98
Wellington Emerging Markets Research Eq7.906.93
Source: Morningstar Separate Account/CIT Fund Database

Global Real Estate1 year gross return1 year net return
LaSalle Core Glbal RealEstate Securities16.8015.99
Heitman Global Rental RE Securities16.7515.98
LaSalle Global Real Estate Securities16.7815.97
Heitman Global RE Securites Strategy15.7915.10
AB Global Real Estate Securities15.3614.57
CenterSquare Global REIT14.8914.40
AEW Global Diversified REIT (EPRA)15.0714.36
Duff&Phelps Glbl Real Estate Securities15.2114.24
State Street Global Liquid RE Index14.4314.20
Cohen & Steers Global Real Estate Secs14.6414.19
Source: Morningstar Separate Account/CIT Fund Database

Global Real Estate5 year gross return5 year net return
Cohen & Steers Global Realty Focus11.2810.29
PGI Real Estate Core Property11.259.98
Global REIT Income Preference10.099.35
Duff&Phelps Glbl Real Estate Securities9.618.72
Cohen & Steers European Real Estate Secs9.488.53
Heitman Global Rental RE Securities9.118.46
Cohen & Steers Global Real Estate Secs8.858.40
PGI Global Real Estate Securities8.658.09
Adelante Global Strategy Composite8.577.90
CenterSquare Global REIT8.327.86
Source: Morningstar Separate Account/CIT Fund Database

World Bond1 year gross return1 year net return
Wellington Global Bond Unhedged (AUD)7.857.46
Wellington Opportunistic Fixed Income6.736.14
MFS Global Aggregate Opportunistic FI6.265.81
UBS: Global Aggregate Bond5.024.81
PIMCO Global Government Hedged4.904.77
MacKay Global Hi Yld Constrained Comp4.644.64
Stone Harbor Glbl High Yield Comp 70/304.664.31
PIMCO Non US Hedged4.764.24
PIMCO Global Aggregate Hedged4.574.16
T. Rowe Price Global Multi-Sector Bond5.464.08
Source: Morningstar Separate Account/CIT Fund Database

World Bond5 year gross return5 year net return
Wellington Global Bond Unhedged (AUD)6.305.92
PIMCO Non US Hedged5.514.99
BW Global Unconstrained FI - Enhanced6.124.97
MFS Global Aggregate Opportunistic FI4.914.48
PIMCO Global Aggregate Hedged4.744.33
Wellington Opportunistic Fixed Income4.934.23
Stone Harbor Global High Yield 50/504.564.13
PIMCO Global Government Hedged4.294.00
T. Rowe Price Global Multi-Sector Bond4.593.99
Stone Harbor Glbl High Yield Comp 70/304.203.82
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond1 year gross return1 year net return
Invesco High Quality High Yield Comp7.917.37
Diamond Hill High Yield7.837.29
TIAA-CREF High Yield BB-B Constrained6.956.59
PGIM US Broad Market High Yield7.016.48
Payden & Rygel High Yield6.906.43
Fort Washington High Yield Fixed Income6.766.41
PGIM US Higher Quality High Yield6.936.40
PGIM US Shrt-Dur Higher Quality Hi-Yld6.896.35
Oaktree European High Yield Bonds6.816.28
PIMCO High Yield6.776.22
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond5 year gross return5 year net return
Herzfeld Fixed Income Composite8.747.93
Artisan High Income7.116.35
MacKay Select High Yield Composite6.535.93
Diamond Hill Corporate Credit6.335.84
DDJ U.S. Opportunistic High Yield Comp6.275.75
Oaktree European High Yield Bonds6.105.57
Strategic Income Mmgt SiM High Yld Instl5.835.41
Horizon High Yield Opportunity Instl6.475.41
PGIM US Broad Market High Yield5.785.26
TCW Opportunistic MBS5.975.23
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government1 year gross return1 year net return
W.E. DonoghuePowerTreasuryIndexPortfolio8.587.33
Chicago Equity Core Fix-Inc5.845.58
M.D. Sass Core Fix-Inc5.124.84
Semper Active Mortgage-Backed Securities4.834.46
TCW Index Plus MBS4.714.44
DBF Intermediate Duration Govt/Agency4.554.39
MFS US Government Fixed Income4.654.36
DBF Interm Mortgage-Backed Securities4.564.30
Amalgamated Bank Intermediate Duration4.554.29
Breckinridge Core Interm Gov Credit4.584.21
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government5 year gross return5 year net return
Semper Active Mortgage-Backed Securities4.794.40
Garcia Hamilton Government/Credit3.443.21
M.D. Sass Core Fix-Inc2.842.55
Community Core Fixed Income Composite2.902.52
TCW Index Plus MBS2.742.50
Chicago Equity Core Fix-Inc2.752.49
Great Lakes Core Government Only2.492.40
MFS US Government Fixed Income2.612.31
Wright Mortgage Backed Securities F/I2.632.22
Northern Trust Government Index2.222.07
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond1 year gross return1 year net return
Brandywine Global U.S. Fixed Income7.647.33
DT Intermediate Fixed Income7.166.39
BBH Core Fixed Income6.366.10
Osterweis Total Return Composite6.486.01
PIMCO Diversified Income6.295.58
Belle Haven Taxable PLUS5.815.46
Aegon Structured Finance5.765.45
Diamond Hill Core Bond5.665.35
Columbia Core Plus Fixed Income5.825.32
Reams Core Plus Fixed Income5.355.20
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond5 year gross return5 year net return
Spectrum Preferred Securities6.065.81
Brandywine Global U.S. Fixed Income5.965.65
PIMCO Diversified Income5.755.03
Ross Sinclaire Taxable Total Return5.374.85
PIMCO Global Invstm Grade Corporate5.104.62
BBH Core Fixed Income4.764.50
Morgan Stanley Core Plus Fix-Inc5.024.39
EARNEST Fixed Income Long Duration4.694.33
Templeton Taxable Municipal Intermediate4.394.13
Aegon Structured Finance4.424.11
Source: Morningstar Separate Account/CIT Fund Database

Short Government1 year gross return1 year net return
JP Morgan Mortgage Backed Securities4.984.66
Morgan Stanley U.S. Mortgage4.264.16
M.D. Sass 3-Year FI4.323.88
Sit Inv Short Dur Strat4.273.86
Atlanta High Quality Intermediate4.133.77
PNC Cap Adv Intermediate U.S. Governemnt3.863.62
Ryan Labs Limited Duration Govt Credit3.883.62
RBC Access Capital Community Invmt4.013.57
Federated Short-Inter. US Govt FI Comp3.683.40
Capital Group PCS Core Bond Composite4.073.32
Source: Morningstar Separate Account/CIT Fund Database

Short Government5 year gross return5 year net return
JP Morgan Mortgage Backed Securities3.303.02
Morgan Stanley U.S. Mortgage2.962.82
Sit Inv Short Dur Strat2.842.43
RBC Access Capital Community Invmt2.842.42
Victory INCORE Short Government2.221.86
M.D. Sass 3-Year FI2.211.82
Atlanta High Quality Intermediate2.131.77
Garcia Hamilton Short Duration1.551.42
M.D. Sass 2-Year FI1.631.38
PNC Cap Adv Intermediate U.S. Governemnt1.621.36
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond1 year gross return1 year net return
GW&K Short-Term Focused High Income6.135.55
Capital Advisors Income Strategy5.955.11
Post Limited Term High Yield Comp5.695.02
PIMCO Mortgage Unconstrained5.044.80
Richmond Capital Mgt Interm/Defensive4.714.54
Richmond Capital Mgt Interm Aggregate4.734.52
OFI Global SNW Blend Impact Intermediate4.764.51
Merganser Interm. Bond4.734.47
OFI Global SNW Taxbl Impact Intermediate4.514.40
Dana Social ESG Bond4.634.38
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond5 year gross return5 year net return
Frost Intermediate Taxable Composite3.823.32
Post Limited Term High Yield Comp3.953.28
PIMCO Mortgage Unconstrained3.413.08
Brandes Corporate Focus Fixed Income3.252.90
Manulife AM Strategic Fixed Income Opp3.312.90
Crossmark Income Opportunities3.422.80
Ryan Labs Government/Credit3.012.71
Ziegler Cap TWCM Core Interm F/I Retail3.152.69
WFAM U.S. Intermediate Income Focus2.962.65
Dodge & Cox Intermediate FI Composite2.962.65
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond1 year gross return1 year net return
Schroders Enhanced Securitized5.014.49
Federated Trade Finance Fixed Inc Comp4.533.66
RBC GAM US - Ultra Short Full Style3.413.22
DBF Short Duration Govt/Agency3.433.17
FIAM Leveraged Loan Composite3.412.90
Federated Active Cash Broad FI Composite3.022.85
Morgan Stanley U.S. Short Duration2.902.84
Standish Ultra Short Government/Credit2.832.75
PNC Cap Adv Ultra Short Duration2.932.73
Western Asset Mgt US Enhanced Cash2.912.70
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond5 year gross return5 year net return
Schroders Enhanced Securitized5.715.18
FIAM Leveraged Loan Composite3.963.44
Federated Trade Finance Fixed Inc Comp3.122.24
BNP Paribas Mortgage Alpha2.502.16
PIMCO Short Term2.281.86
RBC GAM US - Ultra Short Full Style1.931.73
Federated Active Cash Broad FI Composite1.821.58
Western Asset Mgt US Enhanced Cash1.721.53
Merganser Floating Rate Bond1.681.51
Seix Ultra Short1.611.41
Source: Morningstar Separate Account/CIT Fund Database

Long Government1 year gross return1 year net return
NISA 15+ STRIPS Fixed Income Composite6.856.70
Hoisington Inv Mgt Macroeconomic FI Comp6.816.60
Aegon Long US Treasury Strips6.746.58
PIMCO Long Duration Treasury6.455.92
Ryan Labs Long Treasury6.175.91
Hillswick Long Duration Government6.645.84
JP Morgan Long Duration Gov/Credit5.345.08
DoubleLine Long Duration Total Return6.064.77
Wright Treasury Inflation Protected2.762.47
Source: Morningstar Separate Account/CIT Fund Database

Long Government5 year gross return5 year net return
NISA 15+ STRIPS Fixed Income Composite7.737.52
Hillswick Long Duration Government6.656.23
Hoisington Inv Mgt Macroeconomic FI Comp6.376.15
PIMCO Long Duration Treasury5.685.17
JP Morgan Long Duration Gov/Credit5.425.17
Wright Treasury Inflation Protected1.651.34
Aegon Long US Treasury Strips0.000.00
Ryan Labs Long Treasury0.000.00
DoubleLine Long Duration Total Return0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond1 year gross return1 year net return
Schroders Value Long Duration5.568.97
Camden Long Duration (US Corporate) Comp7.226.96
Camden Long Duration (Govt/Credit) Comp7.266.70
Reams Long Duration Fixed Income6.716.57
Ramirez Long Duration Composite6.236.01
Ryan Labs Long Government6.185.91
PIMCO Long Term Bond Full Authority6.005.78
PIMCO Long Term Bond - Long Credit5.895.65
TCW Long Duration Gov/Cred5.795.62
FIAM Long Duration5.845.55
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond5 year gross return5 year net return
PIMCO Long Term Bond - Long Credit6.926.63
Camden Long Duration (Govt/Credit) Comp6.846.35
Schroders Value Long Duration5.716.22
PIMCO Long Term Bond Full Authority6.486.22
Western Asset Mgt US Long Duration6.556.22
Capital Group Long Crd 75%/Gov 25% Comp6.306.03
Dodge & Cox Long Duration FI Composite6.205.83
Logan Circle Long Duration6.145.82
Ryan Labs Long-Credit5.905.60
Ryan Labs Long Government/Credit5.895.59
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond1 year gross return1 year net return
Bramshill Income Performance Fund6.116.11
Guggenheim Fixed Income5.935.64
Cincinnati Asset Mgt Broad Mkt5.815.49
GW&K Corporate Bond Opportunities Strat5.945.26
FIAM Tactical Bond5.314.89
Ryan Labs LDI Core Duration 5-75.204.83
GW&K Total Return Bond Strategy5.504.82
Federated Strategic Multi-Sector FI Comp5.154.78
Columbia Strategic Income Allocation5.284.65
Muzinich Global Tactical Credit5.024.50
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond5 year gross return5 year net return
Schroder Opportunistic Multi-Sector Sec6.926.33
PIMCO Income Composite5.915.34
Guggenheim Fixed Income5.154.81
First Trust Taxable Closed End Fund5.914.41
Columbia Strategic Income Allocation4.694.07
Federated Strategic Multi-Sector FI Comp4.414.06
Kensington Managed Income4.473.92
FIAM Tactical Bond4.283.87
Loomis Sayles Multi-Sector Full Discretn4.083.74
Invesco Multi-Sector Credit Composite4.323.71
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond1 year gross return1 year net return
Invesco High Quality High Yield Comp7.917.37
Diamond Hill High Yield7.837.29
TIAA-CREF High Yield BB-B Constrained6.956.59
PGIM US Broad Market High Yield7.016.48
Payden & Rygel High Yield6.906.43
Fort Washington High Yield Fixed Income6.766.41
PGIM US Higher Quality High Yield6.936.40
PGIM US Shrt-Dur Higher Quality Hi-Yld6.896.35
Oaktree European High Yield Bonds6.816.28
PIMCO High Yield6.776.22
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond5 year gross return5 year net return
Herzfeld Fixed Income Composite8.747.93
Artisan High Income7.116.35
MacKay Select High Yield Composite6.535.93
Diamond Hill Corporate Credit6.335.84
DDJ U.S. Opportunistic High Yield Comp6.275.75
Oaktree European High Yield Bonds6.105.57
Strategic Income Mmgt SiM High Yld Instl5.835.41
Horizon High Yield Opportunity Instl6.475.41
PGIM US Broad Market High Yield5.785.26
TCW Opportunistic MBS5.975.23
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government1 year gross return1 year net return
W.E. DonoghuePowerTreasuryIndexPortfolio8.587.33
Chicago Equity Core Fix-Inc5.845.58
M.D. Sass Core Fix-Inc5.124.84
Semper Active Mortgage-Backed Securities4.834.46
TCW Index Plus MBS4.714.44
DBF Intermediate Duration Govt/Agency4.554.39
MFS US Government Fixed Income4.654.36
DBF Interm Mortgage-Backed Securities4.564.30
Amalgamated Bank Intermediate Duration4.554.29
Breckinridge Core Interm Gov Credit4.584.21
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government5 year gross return5 year net return
Semper Active Mortgage-Backed Securities4.794.40
Garcia Hamilton Government/Credit3.443.21
M.D. Sass Core Fix-Inc2.842.55
Community Core Fixed Income Composite2.902.52
TCW Index Plus MBS2.742.50
Chicago Equity Core Fix-Inc2.752.49
Great Lakes Core Government Only2.492.40
MFS US Government Fixed Income2.612.31
Wright Mortgage Backed Securities F/I2.632.22
Northern Trust Government Index2.222.07
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond1 year gross return1 year net return
Brandywine Global U.S. Fixed Income7.647.33
DT Intermediate Fixed Income7.166.39
BBH Core Fixed Income6.366.10
Osterweis Total Return Composite6.486.01
PIMCO Diversified Income6.295.58
Belle Haven Taxable PLUS5.815.46
Aegon Structured Finance5.765.45
Diamond Hill Core Bond5.665.35
Columbia Core Plus Fixed Income5.825.32
Reams Core Plus Fixed Income5.355.20
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond5 year gross return5 year net return
Spectrum Preferred Securities6.065.81
Brandywine Global U.S. Fixed Income5.965.65
PIMCO Diversified Income5.755.03
Ross Sinclaire Taxable Total Return5.374.85
PIMCO Global Invstm Grade Corporate5.104.62
BBH Core Fixed Income4.764.50
Morgan Stanley Core Plus Fix-Inc5.024.39
EARNEST Fixed Income Long Duration4.694.33
Templeton Taxable Municipal Intermediate4.394.13
Aegon Structured Finance4.424.11
Source: Morningstar Separate Account/CIT Fund Database

Short Government1 year gross return1 year net return
JP Morgan Mortgage Backed Securities4.984.66
Morgan Stanley U.S. Mortgage4.264.16
M.D. Sass 3-Year FI4.323.88
Sit Inv Short Dur Strat4.273.86
Atlanta High Quality Intermediate4.133.77
PNC Cap Adv Intermediate U.S. Governemnt3.863.62
Ryan Labs Limited Duration Govt Credit3.883.62
RBC Access Capital Community Invmt4.013.57
Federated Short-Inter. US Govt FI Comp3.683.40
Capital Group PCS Core Bond Composite4.073.32
Source: Morningstar Separate Account/CIT Fund Database

Short Government5 year gross return5 year net return
JP Morgan Mortgage Backed Securities3.303.02
Morgan Stanley U.S. Mortgage2.962.82
Sit Inv Short Dur Strat2.842.43
RBC Access Capital Community Invmt2.842.42
Victory INCORE Short Government2.221.86
M.D. Sass 3-Year FI2.211.82
Atlanta High Quality Intermediate2.131.77
Garcia Hamilton Short Duration1.551.42
M.D. Sass 2-Year FI1.631.38
PNC Cap Adv Intermediate U.S. Governemnt1.621.36
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond1 year gross return1 year net return
GW&K Short-Term Focused High Income6.135.55
Capital Advisors Income Strategy5.955.11
Post Limited Term High Yield Comp5.695.02
PIMCO Mortgage Unconstrained5.044.80
Richmond Capital Mgt Interm/Defensive4.714.54
Richmond Capital Mgt Interm Aggregate4.734.52
OFI Global SNW Blend Impact Intermediate4.764.51
Merganser Interm. Bond4.734.47
OFI Global SNW Taxbl Impact Intermediate4.514.40
Dana Social ESG Bond4.634.38
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond5 year gross return5 year net return
Frost Intermediate Taxable Composite3.823.32
Post Limited Term High Yield Comp3.953.28
PIMCO Mortgage Unconstrained3.413.08
Brandes Corporate Focus Fixed Income3.252.90
Manulife AM Strategic Fixed Income Opp3.312.90
Crossmark Income Opportunities3.422.80
Ryan Labs Government/Credit3.012.71
Ziegler Cap TWCM Core Interm F/I Retail3.152.69
WFAM U.S. Intermediate Income Focus2.962.65
Dodge & Cox Intermediate FI Composite2.962.65
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond1 year gross return1 year net return
Schroders Enhanced Securitized5.014.49
Federated Trade Finance Fixed Inc Comp4.533.66
RBC GAM US - Ultra Short Full Style3.413.22
DBF Short Duration Govt/Agency3.433.17
FIAM Leveraged Loan Composite3.412.90
Federated Active Cash Broad FI Composite3.022.85
Morgan Stanley U.S. Short Duration2.902.84
Standish Ultra Short Government/Credit2.832.75
PNC Cap Adv Ultra Short Duration2.932.73
Western Asset Mgt US Enhanced Cash2.912.70
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond5 year gross return5 year net return
Schroders Enhanced Securitized5.715.18
FIAM Leveraged Loan Composite3.963.44
Federated Trade Finance Fixed Inc Comp3.122.24
BNP Paribas Mortgage Alpha2.502.16
PIMCO Short Term2.281.86
RBC GAM US - Ultra Short Full Style1.931.73
Federated Active Cash Broad FI Composite1.821.58
Western Asset Mgt US Enhanced Cash1.721.53
Merganser Floating Rate Bond1.681.51
Seix Ultra Short1.611.41
Source: Morningstar Separate Account/CIT Fund Database

Long Government1 year gross return1 year net return
NISA 15+ STRIPS Fixed Income Composite6.856.70
Hoisington Inv Mgt Macroeconomic FI Comp6.816.60
Aegon Long US Treasury Strips6.746.58
PIMCO Long Duration Treasury6.455.92
Ryan Labs Long Treasury6.175.91
Hillswick Long Duration Government6.645.84
JP Morgan Long Duration Gov/Credit5.345.08
DoubleLine Long Duration Total Return6.064.77
Wright Treasury Inflation Protected2.762.47
Source: Morningstar Separate Account/CIT Fund Database

Long Government5 year gross return5 year net return
NISA 15+ STRIPS Fixed Income Composite7.737.52
Hillswick Long Duration Government6.656.23
Hoisington Inv Mgt Macroeconomic FI Comp6.376.15
PIMCO Long Duration Treasury5.685.17
JP Morgan Long Duration Gov/Credit5.425.17
Wright Treasury Inflation Protected1.651.34
Aegon Long US Treasury Strips0.000.00
Ryan Labs Long Treasury0.000.00
DoubleLine Long Duration Total Return0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond1 year gross return1 year net return
Schroders Value Long Duration5.568.97
Camden Long Duration (US Corporate) Comp7.226.96
Camden Long Duration (Govt/Credit) Comp7.266.70
Reams Long Duration Fixed Income6.716.57
Ramirez Long Duration Composite6.236.01
Ryan Labs Long Government6.185.91
PIMCO Long Term Bond Full Authority6.005.78
PIMCO Long Term Bond - Long Credit5.895.65
TCW Long Duration Gov/Cred5.795.62
FIAM Long Duration5.845.55
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond5 year gross return5 year net return
PIMCO Long Term Bond - Long Credit6.926.63
Camden Long Duration (Govt/Credit) Comp6.846.35
Schroders Value Long Duration5.716.22
PIMCO Long Term Bond Full Authority6.486.22
Western Asset Mgt US Long Duration6.556.22
Capital Group Long Crd 75%/Gov 25% Comp6.306.03
Dodge & Cox Long Duration FI Composite6.205.83
Logan Circle Long Duration6.145.82
Ryan Labs Long-Credit5.905.60
Ryan Labs Long Government/Credit5.895.59
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond1 year gross return1 year net return
Bramshill Income Performance Fund6.116.11
Guggenheim Fixed Income5.935.64
Cincinnati Asset Mgt Broad Mkt5.815.49
GW&K Corporate Bond Opportunities Strat5.945.26
FIAM Tactical Bond5.314.89
Ryan Labs LDI Core Duration 5-75.204.83
GW&K Total Return Bond Strategy5.504.82
Federated Strategic Multi-Sector FI Comp5.154.78
Columbia Strategic Income Allocation5.284.65
Muzinich Global Tactical Credit5.024.50
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond5 year gross return5 year net return
Schroder Opportunistic Multi-Sector Sec6.926.33
PIMCO Income Composite5.915.34
Guggenheim Fixed Income5.154.81
First Trust Taxable Closed End Fund5.914.41
Columbia Strategic Income Allocation4.694.07
Federated Strategic Multi-Sector FI Comp4.414.06
Kensington Managed Income4.473.92
FIAM Tactical Bond4.283.87
Loomis Sayles Multi-Sector Full Discretn4.083.74
Invesco Multi-Sector Credit Composite4.323.71
Source: Morningstar Separate Account/CIT Fund Database

Inflation-Protected Bond1 year gross return1 year net return
BNP Paribas GlobalInflationLinked Bonds3.913.65
Franklin U.S. TIPS Composite3.142.83
Wellington TIPS2.972.80
BlackRock TIPS (Treasury Infl-Protected)2.782.70
Richmond Capital Mgt TIPS 1-10 Yr2.712.65
Standish US TIPS Barclays2.682.63
Standish U.S. TIPS 1-10 Year2.802.63
IR+M Int. TIPS2.712.61
Northern Trust TIPS2.702.61
IR+M TIPS2.702.60
Source: Morningstar Separate Account/CIT Fund Database

Inflation-Protected Bond5 year gross return5 year net return
BNP Paribas GlobalInflationLinked Bonds4.714.45
PIMCO Real Ret Asset Long Duration3.452.90
Laffer Investments US Inflation Strategy3.242.22
Neuberger Berman TIPS2.172.15
BBH U.S. TIPS2.101.95
Standish US TIPS Barclays2.011.94
Northern Trust TIPS1.981.90
Franklin U.S. TIPS Composite2.061.89
IR+M TIPS1.971.87
BNP Paribas InflationLinkedBonds U.S.2.081.81
Source: Morningstar Separate Account/CIT Fund Database

Stable Value1 year gross return1 year net return
PIMCO Stable Value (BV)3.253.03
Invesco Stable Value2.532.32
Putnam Stable Value Composite2.572.32
Standish Stable Value2.392.29
JPMorgan US FI Stable Value (NY)2.292.29
T. Rowe Price Stable Value2.452.22
Galliard Stable Value Composite2.482.08
Source: Morningstar Separate Account/CIT Fund Database

Stable Value5 year gross return5 year net return
PIMCO Stable Value (BV)3.102.88
Standish Stable Value2.232.13
T. Rowe Price Stable Value2.252.09
Invesco Stable Value2.181.97
Putnam Stable Value Composite2.171.92
JPMorgan US FI Stable Value (NY)1.911.88
Galliard Stable Value Composite2.081.68
Source: Morningstar Separate Account/CIT Fund Database

Convertibles1 year gross return1 year net return
AllianzGI Convertibles11.4610.85
Gabelli Asset Mgt Convertibles Strategy9.398.65
Nicholas Inv - Convertibles8.928.08
ClearBridge U.S. Convertibles8.347.69
MacKay Shields Convertibles7.957.41
Shenkman Capital Mgt Convertible Comp7.646.83
Calamos Instl Convertible Composite7.496.74
Palisade Convertible Securities Comp7.216.60
Invesco Convertible Securities7.236.59
Advent Balanced Convertible Strategy6.666.14
Source: Morningstar Separate Account/CIT Fund Database

Convertibles5 year gross return5 year net return
SSI Inv Grade Convert Strat11.3910.43
Advent Investment Grade9.689.21
INCORE Inv Grade Convertibles Comp9.188.58
MacKay Shields Convertibles8.147.60
AllianzGI Convertibles7.927.45
Gabelli Asset Mgt Convertibles Strategy7.847.09
SSI Convertible Investment Strategy7.256.74
Palisade Convertible Securities Comp6.846.26
Lord Abbett & Co. Convertibles7.186.06
Advent Balanced Convertible Strategy6.465.97
Source: Morningstar Separate Account/CIT Fund Database

Emerging Markets Bond1 year gross return1 year net return
JPMorgan Emerging Market Debt3.548.94
Ashmore EM Ext Debt (Sovn Invt Grd) Comp6.535.69
T. Rowe Price Emerging Markets Corp Bd6.155.59
Lazard EM Debt - Corporate Broad5.705.22
Loomis Sayles Emerging Markets Corp Debt5.254.62
Blackrock Emerging Mkts Debt Corp Bond4.534.53
Ashmore EM Ext Debt (Sovereign) Comp5.064.12
Ashmore Emerg Mkts External Dbt Comp4.943.95
Finisterre EMTR Composite4.633.81
Aegon Emerging Markets - Glb Diversified4.103.53
Source: Morningstar Separate Account/CIT Fund Database

Emerging Markets Bond5 year gross return5 year net return
Global Evolution Frontier Markets7.946.73
PGIM Fixed Income EMD Composite6.716.12
Ashmore Emerg Mkts External Dbt Comp6.665.66
Global Evolution EM Debt6.565.56
Fort Washington Emerging Market Debt6.305.51
Blackrock Emerging Mkts Debt Corp Bond5.485.48
TIAA-CREF Emerging Markets Debt6.085.45
Ashmore EM Ext Debt (Sovereign) Comp6.275.32
JPMorgan Emerging Market Debt5.405.26
Payden & Rygel Emerging Markets5.685.20
Source: Morningstar Separate Account/CIT Fund Database

World Allocation1 year gross return1 year net return
PIMCO StocksPLUS Enhanced Equity9.429.04
PIMCO StocksPLUS Absolute Return9.368.69
Nuveen Real Asset Income8.257.39
First Quadrant Essential Beta6.826.49
Morgan Stanley Glbl Tactical Asset Alloc5.875.57
First Trust Balanced Closed-End Fund7.145.55
DMAP Moderate Relative Return USD-H5.885.14
Capital Group Absolute Inc Grower Comp5.644.79
PIMCO RAE PLUS5.374.56
MAP Global Balanced Composite4.723.69
Source: Morningstar Separate Account/CIT Fund Database

World Allocation5 year gross return5 year net return
PIMCO StocksPLUS Absolute Return11.6711.02
PIMCO StocksPLUS Enhanced Equity11.1610.72
PIMCO RAE PLUS9.218.36
Morgan Stanley Glbl Tactical Asset Alloc7.246.92
Nuveen Real Asset Income7.326.46
ICON - SBI Global Moderate7.576.39
DMAP Moderate Relative Return USD-H6.776.05
Northern Trust NFP Passive Gr Mod Inc5.595.33
UBS: Multi Asset Portfolio6.015.07
First Trust Balanced Closed-End Fund6.504.86
Source: Morningstar Separate Account/CIT Fund Database

Conservative Allocation1 year gross return1 year net return
AAM Credit Opportunities15.5114.07
MCA Conservative Portfolios11.5310.63
Copeland Large Cap Div Growth Balanced11.378.65
AGFiQ Multi-Asset Income6.926.91
WS Multi-Sector Income7.066.40
AllianzGI Income & Growth6.806.36
TSW Strategic High Income6.586.25
Weitz Conservative Allocation7.136.19
Winans Balanced 50/50 Composite6.256.00
AMP Moderately Conservative5.205.20
Source: Morningstar Separate Account/CIT Fund Database

Conservative Allocation5 year gross return5 year net return
MCA Conservative Portfolios10.519.67
Copeland Large Cap Div Growth Balanced8.227.27
Clark Navigator MultiStrategy 50-507.487.10
TSW Strategic High Income6.856.49
AllianzGI Income & Growth6.826.39
AMP Moderately Conservative5.675.32
Morningstar Balanced - Advisor Group WMP5.105.10
ASAP Balanced Strategy5.325.09
Washington Crossing Conquest Balanced5.234.97
Winans Balanced 50/50 Composite5.634.80
Source: Morningstar Separate Account/CIT Fund Database

Moderate Allocation1 year gross return1 year net return
MCA Balanced Portfolios14.0813.35
Congress Asset Mgt Balanced13.1712.61
WJA Equity Oriented (Balanced) Composite13.2712.52
Montag & Caldwell Balanced10.5310.09
Hillman Capital Mgt Bal Cnsv10.9110.06
Johnson Institutional Mgt Enhanced Index10.289.93
Investment Management of Virginia Balanc10.409.83
Bartlett & Co. Relative Value Balanced9.909.38
Calvert Balanced Strategy9.278.81
Granite Balanced9.528.78
Source: Morningstar Separate Account/CIT Fund Database

Moderate Allocation5 year gross return5 year net return
MCA Balanced Portfolios11.7510.99
Johnson Institutional Mgt Enhanced Index11.1810.85
Congress Asset Mgt Balanced9.568.89
Janus Henderson Balanced8.578.03
Winans Balanced 75/25 Composite8.928.00
Sit Inv Balanced8.747.93
WJA Equity Oriented (Balanced) Composite8.567.88
Full Duration Balanced8.107.66
Investment Management of Virginia Balanc8.127.57
Montag & Caldwell Balanced7.787.43
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2000-20101 year gross return1 year net return
Capital Group 2010 Tgt Date Ret Trst Cmp4.784.78
FIAM Index Target Date 2010 Composite4.564.42
FIAM Index Target Date 2005 Composite4.434.28
FIAM Blend Target Date 2010 Composite3.993.65
FIAM Blend Target Date 2005 Composite3.853.52
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2000-20105 year gross return5 year net return
Capital Group 2010 Tgt Date Ret Trst Cmp5.315.31
FIAM Blend Target Date 2010 Composite5.234.90
FIAM Index Target Date 2010 Composite4.714.60
FIAM Blend Target Date 2005 Composite4.684.36
FIAM Index Target Date 2005 Composite4.154.12
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2011-20151 year gross return1 year net return
Capital Group 2015 Tgt Date Ret Trst Cmp4.904.90
FIAM Index Target Date 2015 Composite4.674.53
FIAM Blend Target Date 2015 Composite4.113.77
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2011-20155 year gross return5 year net return
Capital Group 2015 Tgt Date Ret Trst Cmp5.585.58
FIAM Blend Target Date 2015 Composite5.765.44
FIAM Index Target Date 2015 Composite5.275.16
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2016-20201 year gross return1 year net return
Capital Group 2020 Tgt Date Ret Trst Cmp4.884.88
FIAM Index Target Date 2020 Composite4.764.62
FIAM Blend Target Date 2020 Composite4.043.70
Q3 TCA Voyage Target 20201.741.24
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2016-20205 year gross return5 year net return
Capital Group 2020 Tgt Date Ret Trst Cmp6.086.08
FIAM Blend Target Date 2020 Composite6.075.74
FIAM Index Target Date 2020 Composite5.665.55
Q3 TCA Voyage Target 20200.000.00
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2021-20251 year gross return1 year net return
Capital Group 2025 Target Date Trust Cmp4.734.73
FIAM Index Target Date 2025 Composite4.834.68
FIAM Blend Target Date 2025 Composite4.053.71
Sage Target Date 2025 Fund3.102.69
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2021-20255 year gross return5 year net return
Capital Group 2025 Target Date Trust Cmp6.676.67
FIAM Blend Target Date 2025 Composite6.406.07
FIAM Index Target Date 2025 Composite6.025.91
Sage Target Date 2025 Fund4.844.42
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2026-20301 year gross return1 year net return
Capital Group 2030 Target Date Trust Cmp4.874.87
FIAM Index Target Date 2030 Composite4.974.83
FIAM Blend Target Date 2030 Composite4.083.74
Q3 TCA Voyage Target 20303.062.55
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2026-20305 year gross return5 year net return
Capital Group 2030 Target Date Trust Cmp7.547.54
FIAM Blend Target Date 2030 Composite7.086.75
FIAM Index Target Date 2030 Composite6.766.65
Q3 TCA Voyage Target 20300.000.00
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2031-20351 year gross return1 year net return
Capital Group 2035 Target Date Trust Cmp5.025.02
FIAM Index Target Date 2035 Composite4.794.64
FIAM Blend Target Date 2035 Composite3.873.53
Sage Target Date 2035 Fund2.792.38
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2031-20355 year gross return5 year net return
Capital Group 2035 Target Date Trust Cmp8.218.21
FIAM Index Target Date 2035 Composite7.307.19
FIAM Blend Target Date 2035 Composite7.497.16
Sage Target Date 2035 Fund5.705.28
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2036-20401 year gross return1 year net return
Capital Group 2040 Target Date Trust Cmp5.045.04
FIAM Index Target Date 2040 Composite4.714.57
Q3 TCA Voyage Target 20404.193.67
FIAM Blend Target Date 2040 Composite3.683.34
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2036-20405 year gross return5 year net return
Capital Group 2040 Target Date Trust Cmp8.448.44
FIAM Index Target Date 2040 Composite7.317.20
FIAM Blend Target Date 2040 Composite7.497.16
Q3 TCA Voyage Target 20400.000.00
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2041-20451 year gross return1 year net return
Capital Group 2045 Target Date Trust Cmp5.045.04
FIAM Index Target Date 2045 Composite4.684.54
FIAM Blend Target Date 2045 Composite3.663.32
Sage Target Date 2045 Fund2.462.05
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2041-20455 year gross return5 year net return
Capital Group 2045 Target Date Trust Cmp8.578.57
FIAM Index Target Date 2045 Composite7.327.20
FIAM Blend Target Date 2045 Composite7.497.16
Sage Target Date 2045 Fund6.165.73
Source: Morningstar Separate Account/CIT Fund Database

Retirement Income1 year gross return1 year net return
Beacon Dividend Income Composite11.9410.37
Texas Retirement Income Strategy10.039.87
Advisors Capital Mgt Income w/Growth6.675.16
FIAM Index Target Date Income Composite4.304.16
FIAM Blend Target Date Income Composite3.833.50
PIMCO Retirement Income Model-Mod Gr3.193.19
PIMCO Retirement Income Model Cnsrv3.073.07
UBS PWS Diversified Income w/ Muni3.262.95
UBS PWS Diversified Income3.192.88
4Thought Global Selective Distribution3.622.42
Source: Morningstar Separate Account/CIT Fund Database

Retirement Income5 year gross return5 year net return
Beacon Dividend Income Composite7.015.48
Texas Retirement Income Strategy6.395.06
Horizon Real Spend 75.063.74
FIAM Blend Target Date Income Composite3.943.62
Horizon Real Spend 64.083.37
FIAM Index Target Date Income Composite3.433.32
Horizon Real Spend 54.643.31
UBS PWS Diversified Income w/ Muni3.623.20
Horizon Real Spend 34.253.07
UBS PWS Diversified Income3.473.05
Source: Morningstar Separate Account/CIT Fund Database
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