Top performing managers by category: commingled accounts, 1st Quarter 2021




Long Government1 year gross return1 year net return
State St US Lg Gov Bnd Indx SL Cl I-15.41-15.42
BNYM Mellon DB SL Long Term Govt BI Fd-15.54-15.57
BNYM Mellon DB NSL Long Term Govt BI Fd-15.61-15.65
FIAM Target Date LT Treas Idx Cmgld Pool-16.51-16.55
NT LT Gov Bond Index Fund - NL - J-16.61-16.61
FIAM Long U.S. Treasury STRIPS Pool Idx-24.24-24.27
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Long Government5 year gross return5 year net return
FIAM Long U.S. Treasury STRIPS Pool Idx3.913.81
State St US Lg Gov Bnd Indx SL Cl I3.233.23
BNYM Mellon DB SL Long Term Govt BI Fd3.223.18
NT LT Gov Bond Index Fund - NL - J3.083.08
BNYM Mellon DB NSL Long Term Govt BI Fd3.163.06
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Mid-Cap Growth1 year gross return1 year net return
Hood River Small/Mid Cap Gr CITFounder's122.74121.64
Jackson Square SMID Cap Growth CIT A105.80104.27
Ivy Mid Cap Growth CIT 186.6585.47
GW&K S/M Cp Cor Eq Collective Invmt Fund79.3578.24
KAR Small-Mid Cap Core Cl 179.3978.14
Wellington CIF II MdCap Opportunities S2n/a74.16
Wellington CIF II MdCap Opportunities S3n/a74.06
Wellington CIF II MdCap Opportunities S1n/a73.97
Voya Mid Cap Growth Trust Class 272.0870.84
FIAM Small/Mid Cap Core Class K71.5870.65
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Mid-Cap Growth5 year gross return5 year net return
Champlain Mid Cap Collective Fund Cl 420.5320.53
Champlain Mid Cap Collective Fund Cl 520.5519.65
Champlain Mid Cap Collective Fund Cl 120.5619.48
Wellington CIF II MdCap Opportunities S3n/a18.00
Wellington CIF II MdCap Opportunities S2n/a17.81
Wellington CIF II MdCap Opportunities S1n/a17.62
Voya Mid Cap Growth Trust Class 218.4117.58
GW&K S/M Cp Cor Eq Collective Invmt Fund17.6916.94
FIAM Small/Mid Cap Core Class K13.1112.50
FIAM Small/Mid Cap Core Class O13.1112.46
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


High Yield Bond1 year gross return1 year net return
Mesirow Financial High Yield CIT Fdrs38.6538.02
Shenkman Capital Four Pts Multi-Strat Fd30.8229.67
DDJ Total Return Credit I Composite28.9527.99
Loomis Sayles HYCSV CIT25.8125.20
BNYM Mellon DB SL High Yield Beta Fund24.4724.17
Wellington CIF II Core High Yield S123.6523.17
MacKay Shields High Yld Bond CIT Class 123.3122.88
MacKay Shields High Yld Bond CIT 2n/a22.73
Eaton Vance EB High Yield I21.2920.80
Shenkman Capital Mgt Primus HighYield CF21.0820.03
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


High Yield Bond5 year gross return5 year net return
Shenkman Capital Four Pts Multi-Strat Fd9.798.82
DDJ Total Return Credit I Composite9.748.57
BNYM Mellon DB SL High Yield Beta Fund8.338.06
Loomis Sayles HYCSV CIT7.977.43
Wellington CIF II Core High Yield S17.837.39
Eaton Vance EB High Yield I7.256.76
FIAM High Yield Bond Commingled Pool7.106.56
Shenkman Capital Mgt Primus HighYield CF7.396.48
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Mid-Cap Value1 year gross return1 year net return
Wellington CIF II Mid Cap Value S1n/a79.29
Speece Thorson Value Fund65.6964.17
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2000-20101 year gross return1 year net return
Morningstar Lifetime Gr 2010 Index N-128.5228.42
FIAM Blend Target Date 2010 S20.9020.60
FIAM Blend Target Date 2010 T20.8820.59
FIAM Blend Target Date 2010 Y20.9420.53
FIAM Blend Target Date 2010 R20.8620.50
FIAM Blend Target Date 2010 Q20.8620.47
FIAM Blend Target Date 2010 X20.8620.43
FIAM Blend Target Date 2010 W20.8720.39
FIAM Blend Target Date 2010 V20.8520.35
FIAM Index Target Date 2010 R17.3017.25
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2000-20105 year gross return5 year net return
Morningstar Lifetime Gr 2010 Index N-1n/a8.68
FIAM Blend Target Date 2010 T8.217.95
FIAM Blend Target Date 2010 S8.227.94
FIAM Blend Target Date 2010 R8.227.90
FIAM Blend Target Date 2010 Y8.227.86
FIAM Blend Target Date 2010 Q8.207.84
FIAM Blend Target Date 2010 X8.227.83
FIAM Blend Target Date 2010 W8.167.73
FIAM Blend Target Date 2010 V8.207.73
FIAM Index Target Date 2010 R7.387.33
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


High Yield Bond1 year gross return1 year net return
Mesirow Financial High Yield CIT Fdrs38.6538.02
Shenkman Capital Four Pts Multi-Strat Fd30.8229.67
DDJ Total Return Credit I Composite28.9527.99
Loomis Sayles HYCSV CIT25.8125.20
BNYM Mellon DB SL High Yield Beta Fund24.4724.17
Wellington CIF II Core High Yield S123.6523.17
MacKay Shields High Yld Bond CIT Class 123.3122.88
MacKay Shields High Yld Bond CIT 2n/a22.73
Eaton Vance EB High Yield I21.2920.80
Shenkman Capital Mgt Primus HighYield CF21.0820.03
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


High Yield Bond5 year gross return5 year net return
Shenkman Capital Four Pts Multi-Strat Fd9.798.82
DDJ Total Return Credit I Composite9.748.57
BNYM Mellon DB SL High Yield Beta Fund8.338.06
Loomis Sayles HYCSV CIT7.977.43
Wellington CIF II Core High Yield S17.837.39
Eaton Vance EB High Yield I7.256.76
FIAM High Yield Bond Commingled Pool7.106.56
Shenkman Capital Mgt Primus HighYield CF7.396.48
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Foreign Large Value1 year gross return1 year net return
Harris Assoc. Oakmark Intl Col Fd Cl 281.4381.20
Harris Assoc. Oakmark Intl Gross of Fees81.3381.10
Harris Assoc. Oakmark Intl Col Fd Cl 181.4680.11
Causeway International Value Eq CIT 264.6163.62
Causeway International Value Eq CIT II A63.6463.62
FIAM International Equity Value Cmgld Pl56.2459.40
Columbia Overseas Value CL RJ56.3455.67
Denali Network Value International A49.5548.52
LSV Asset Mgt Intl Lg Cap Val Eq Trust49.3148.23
Mondrian International Equity CIT VIII38.0037.21
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Foreign Large Value5 year gross return5 year net return
Harris Assoc. Oakmark Intl Col Fd Cl 2n/a10.21
Harris Assoc. Oakmark Intl Gross of Feesn/a10.19
Harris Assoc. Oakmark Intl Col Fd Cl 1n/a9.54
LSV Asset Mgt Intl Lg Cap Val Eq Trust8.027.24
Mondrian International Equity CIT VIIIn/a5.99
Mondrian International Equity CIT I6.495.78
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Multisector Bond1 year gross return1 year net return
Invesco Active Multi-Sector Credit Tr II16.6616.29
Loomis Sayles MSFD CIT15.2914.65
FIAM Tactical Bond Pool14.1314.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Multisector Bond5 year gross return5 year net return
Loomis Sayles MSFD CIT7.677.06
FIAM Tactical Bond Pool6.626.62
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Small Value1 year gross return1 year net return
Brandywine Diversified Small Cap GT118.33116.70
Brandywine Diversified Sm Cap Select BIT109.20107.63
EARNEST Partners Smid Cap Value Large94.0192.76
Invesco US Quantitative Sm Value Trust85.4084.06
Brandywine Diversified Small Cap BIT73.7273.09
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Small Value5 year gross return5 year net return
Brandywine Diversified Sm Cap Select BIT11.2310.35
Brandywine Diversified Small Cap GT11.1710.29
Invesco US Quantitative Sm Value Trust10.739.90
Brandywine Diversified Small Cap BIT6.275.52
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Foreign Large Blend1 year gross return1 year net return
Invesco International Select Equity Tr F66.5365.73
EARNEST Partners Intl Cl 165.2963.89
Thornburg Intl Equity 3(c)(11) Tier 159.0958.06
Acadian All Country World ex US Eq CIT E54.4654.20
Acadian All Country World ex US Eq CIT A54.8553.89
Acadian All Country World ex US Eq CIT B54.8353.83
FIAM Select International Plus CIT54.5753.82
Acadian All Country World ex US Eq CIT Cn/a53.62
Tocqueville International Equity CIT A54.7753.54
State St Gbl All Cp Eq ex-US Idx NL Cl A53.3553.36
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Foreign Large Blend5 year gross return5 year net return
Thornburg Intl Equity 3(c)(11) Tier 111.6010.88
EARNEST Partners Intl Cl 111.6310.69
State St Gbl All Cp Eq ex-US Idx NL Cl An/a10.14
FIAM Select International Plus CIT10.6610.10
BNYM Mellon SL ACWI ex-US Fund10.2010.05
BNYM Mellon DB NSL ACWI ex-US Fund10.089.97
BNYM Mellon NSL ACWI ex-US Fund Instl9.979.94
BNYM Mellon NSL ACWI ex-U.S. Fund9.989.86
BNYM Mellon PE NSL International Eq Fd10.149.42
BNYM Mellon SL International SIF9.369.29
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Inflation-Protected Bond1 year gross return1 year net return
Wellington CIF II TIPS S1n/a8.98
FIAM Inter Infla-Pro Bond Index Pool D7.927.88
FIAM Int Infl-Prot Bond Index Cmgld Pool7.937.88
State St US Infl Protct Bnd Indx NL Cl A7.517.52
BNYM Mellon SL TIPS Index Fund7.537.50
BNYM Mellon NSL TIPS Index Fund Instl7.497.47
BNYM Mellon NSL TIPS Index Fund7.487.44
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Inflation-Protected Bond5 year gross return5 year net return
State St US Infl Protct Bnd Indx NL Cl A3.833.83
BNYM Mellon NSL TIPS Index Fund3.873.83
Wellington CIF II TIPS S1n/a3.60
FIAM Inter Infla-Pro Bond Index Pool D3.373.33
FIAM Int Infl-Prot Bond Index Cmgld Pool3.373.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Small Blend1 year gross return1 year net return
RhumbLine S&P 600 Sm-Cap Pooled Index95.1895.18
BNYM Mellon SL Small Cap SIF Instl95.2295.18
BNYM Mellon SL Small Cap SIF95.2195.14
Spartan Small Cap Index Pool A94.9394.93
BNYM Mellon NSL Small Cap SIF Instl94.8994.85
State St Russell Sm Cap® Indx SL Cl I94.8494.83
BNYM Mellon SL Small Cap SIF UC395.2194.79
BNYM Mellon DB NSL Small Cap SIF94.9094.77
NT R2000 Index Fund - NL94.7794.77
BNYM Mellon NSL Small Cap SIF94.8994.76
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Small Blend5 year gross return5 year net return
Wellington CIF II Small Cap Oppsn/a18.13
BNYM Mellon SL Small Cap SIF16.3416.53
State St Russell Sm Cap® Indx SL Cl I13.7316.51
BNYM Mellon NSL Small Cap SIF Instl16.3916.37
NT R2000 Index Fund - NLn/a16.37
BNYM Mellon SL Small Cap SIF UC316.4916.32
BNYM Mellon NSL Small Cap SIF16.4016.32
State St Russell Sm Cap® Indx NL Cl A13.5516.32
BNYM Mellon DB NSL Small Cap SIF16.3816.30
BNYM Mellon SL Small Cap SIF Instln/a16.25
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Real Estate1 year gross return1 year net return
Duff & Phelps U.S. REIT CIT, Class 139.3538.44
Cohen & Steers U.S. Realty Fund Class C38.1037.41
Cohen & Steers U.S. Realty Fund Class B38.1537.39
Cohen & Steers U.S. Realty Fund Class Fn/a37.38
Cohen & Steers U.S. Realty CIT Class A38.0637.17
State St REIT Indx NL Cl A36.7436.74
BNYM Mellon NSL REIT Index Fund Instl36.6436.60
BNYM Mellon NSL REIT Index Fund36.6436.51
FIAM U.S. Real Estate Invest Tr CIT36.6135.81
Spartan Real Estate Index Pool A35.3335.33
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Real Estate5 year gross return5 year net return
Cohen & Steers U.S. Realty Fund Class Cn/a8.32
Cohen & Steers U.S. Realty Fund Class Bn/a8.28
Cohen & Steers U.S. Realty Fund Class Fn/a8.23
Cohen & Steers U.S. Realty CIT Class A8.908.20
FIAM U.S. Real Estate Invest Tr CIT6.886.24
State St REIT Indx NL Cl A2.223.95
BNYM Mellon NSL REIT Index Fund Instl3.943.91
BNYM Mellon NSL REIT Index Fund3.953.85
Invesco Equity RE Secs Tr C6.393.65
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Mid-Cap Blend1 year gross return1 year net return
BNYM Mellon NSL Mkt Completion Fd Instl98.5498.50
BNYM Mellon NSL Market Completion Fund98.5498.41
Spartan Extended Market Index Pool A98.0098.00
BNYM Mellon SL Mkt Completion Fd98.0697.98
Spartan Extended Market Index Pool E97.9997.92
Spartan Extended Market Index Pool C97.9997.90
State St Russell Sm/Mid Cp® Indx SL Cl I97.5897.54
State St Russell Sm/Mid Cp® Indx NL Cl A97.5397.52
BNYM Mellon NSL US Small/Mid Cap Opp Val91.0190.62
BNYM Mellon NSL Smid Cp Stk Idx Fd Instl89.3589.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Mid-Cap Blend5 year gross return5 year net return
State St Russell Sm/Mid Cp® Indx SL Cl I16.0818.16
State St Russell Sm/Mid Cp® Indx NL Cl An/a18.07
BNYM Mellon SL Mkt Completion Fd18.0718.02
BNYM Mellon NSL Market Completion Fund17.9417.85
BNYM Mellon NSL US Small/Mid Cap Opp Val15.6214.75
BNYM Mellon SL Mid Cap SIF14.4514.41
BNYM Mellon DB SL Mid Cap SIF14.4614.41
State St S&P MidCap® Indx SL Cl I11.5414.40
BNYM Mellon NSL Mid Cap SIF Instl14.3914.40
BNYM Mellon SL Mid Cap SIF Instln/a14.35
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Intermediate-Term Bond1 year gross return1 year net return
Fort Washington Cor Pls Fxd Inc CIT Fdrs9.188.84
FIAM Broad Market Duration Pool6.356.08
FIAM Intermediate Duration Pool5.895.63
FIAM Intermediate Duration Pool Dn/a5.61
Invesco Intermediate Bond Trust5.515.19
Wellington CIF II Core Bond S14.274.01
State St US Int Gov/Crd Bnd Indx SL Cl I2.252.25
FIAM Target Date Inv Grd Sctzd Cmgld Pl1.431.43
State St US Bnd Indx SL Cl I0.760.76
State St US Bnd Indx NL Cl A0.730.74
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Intermediate-Term Bond5 year gross return5 year net return
FIAM Broad Market Duration Pool4.484.22
Wellington CIF II Core Bond S14.263.98
Invesco Intermediate Bond Trust4.173.86
FIAM Intermediate Duration Pool3.463.20
State St US Bnd Indx SL Cl I3.153.15
State St US Bnd Indx NL Cl An/a3.11
BNYM Mellon DB SL Agg Bond Index Fd3.113.06
BNYM Mellon SL Aggregate Bond Index Fund3.093.04
BNYM Mellon NSL Agg Bond Index Fd Instl3.033.01
FIAM U.S. Bond Index Pool3.052.99
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Intermediate-Term Bond1 year gross return1 year net return
Fort Washington Cor Pls Fxd Inc CIT Fdrs9.188.84
FIAM Broad Market Duration Pool6.356.08
FIAM Intermediate Duration Pool5.895.63
FIAM Intermediate Duration Pool Dn/a5.61
Invesco Intermediate Bond Trust5.515.19
Wellington CIF II Core Bond S14.274.01
State St US Int Gov/Crd Bnd Indx SL Cl I2.252.25
FIAM Target Date Inv Grd Sctzd Cmgld Pl1.431.43
State St US Bnd Indx SL Cl I0.760.76
State St US Bnd Indx NL Cl A0.730.74
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Intermediate-Term Bond5 year gross return5 year net return
FIAM Broad Market Duration Pool4.484.22
Wellington CIF II Core Bond S14.263.98
Invesco Intermediate Bond Trust4.173.86
FIAM Intermediate Duration Pool3.463.20
State St US Bnd Indx SL Cl I3.153.15
State St US Bnd Indx NL Cl An/a3.11
BNYM Mellon DB SL Agg Bond Index Fd3.113.06
BNYM Mellon SL Aggregate Bond Index Fund3.093.04
BNYM Mellon NSL Agg Bond Index Fd Instl3.033.01
FIAM U.S. Bond Index Pool3.052.99
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Short-Term Bond1 year gross return1 year net return
Voya Short Duration High Quality Trust6.486.25
FIAM Target Date Short Credit Cmgld Pool4.974.97
FIAM Short Duration Pool4.093.88
BNYM Mellon SL 1-3 Yr G/C Bond Index Fd1.551.49
BNYM Mellon NSL 1-3 Yr G/C BI Fd Instl1.501.48
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Short-Term Bond5 year gross return5 year net return
Voya Short Duration High Quality Trust2.762.53
FIAM Short Duration Pool2.412.20
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Intermediate Government1 year gross return1 year net return
Diversified Ret Interm Govt/Credit Tr3.293.09
FIAM Target Date Govt Bd Idx Cmgld Pl-4.50-4.50
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Small Growth1 year gross return1 year net return
Wellington CIF II Small Cap 2000 S1n/a104.30
Frontegra Small Cap Core Fund104.21103.02
FIAM Small Cap Core Class B100.4699.31
FIAM Small Cap Core Class P100.4699.29
FIAM Small Cap Core Class O100.4699.22
FIAM Small Cap Core Class Dn/a99.09
FIAM Small Cap Core Pool100.4698.95
FIAM Small Cap Core Class G100.4598.86
BNYM Mellon PE NSL US Small Cap Opp Val98.7298.27
Wellington CIF II SMID Cap Research S1n/a93.79
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Small Growth5 year gross return5 year net return
Wellington CIF II Small Cap 2000 S1n/a19.67
Wellington CIF II SMID Cap Research S1n/a18.77
Frontegra Small Cap Core Fund18.0017.26
FIAM Small Cap Core Class B16.9116.21
FIAM Small Cap Core Class P16.8716.19
FIAM Small Cap Core Class O16.8816.15
FIAM Small Cap Core Class Dn/a16.06
FIAM Small Cap Core Pool16.8815.96
FIAM Small Cap Core Class G16.8715.94
BNYM Mellon PE NSL US Small Cap Opp Val16.1415.16
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Small Value1 year gross return1 year net return
Brandywine Diversified Small Cap GT118.33116.70
Brandywine Diversified Sm Cap Select BIT109.20107.63
EARNEST Partners Smid Cap Value Large94.0192.76
Invesco US Quantitative Sm Value Trust85.4084.06
Brandywine Diversified Small Cap BIT73.7273.09
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Small Value5 year gross return5 year net return
Brandywine Diversified Sm Cap Select BIT11.2310.35
Brandywine Diversified Small Cap GT11.1710.29
Invesco US Quantitative Sm Value Trust10.739.90
Brandywine Diversified Small Cap BIT6.275.52
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Large Growth1 year gross return1 year net return
BNYM Mellon NSL US Large Cap Grwth Eq Fd70.0569.84
Eaton Vance EB Large Cap Growth I69.0468.18
Wellington CIF II Growth S264.8764.20
Westfield All Cap Equity Collective64.8463.78
Spartan Large Cap Growth Index Pool62.7662.76
State St Russell Lg Cap Gr® Indx SL Cl I62.6962.69
BNYM Mellon NSL LargeCap Grwth SIF Instl62.3462.32
Capital Group U.S. Equity DC Unit T62.8362.04
Capital Group U.S. Equity DB Fund62.8560.63
Wellington CIF II Large Cap Research Eqn/a59.28
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Large Growth5 year gross return5 year net return
Wellington CIF II Growth S224.3523.82
Nuveen Winslow Large Cap Growth Cl I22.2421.56
Nuveen Winslow Large Cap Growth, Class R22.2221.49
Nuveen Winslow Large Cap Growth Cl Y22.2421.43
Nuveen Winslow Large Cap Growth Cl I2022.2321.32
State St Russell Lg Cap Gr® Indx SL Cl I21.0421.04
BNYM Mellon NSL LargeCap Grwth SIF Instl20.8520.84
Ivy Large Cap Growth CIT Class 121.4420.70
TCW Concentrated Core An/a20.66
TCW Concentrated Core Fund, Class B21.4220.64
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Intermediate Government1 year gross return1 year net return
Diversified Ret Interm Govt/Credit Tr3.293.09
FIAM Target Date Govt Bd Idx Cmgld Pl-4.50-4.50
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Global Real Estate1 year gross return1 year net return
Cohen & Steers Global Realty CIT CL A37.2936.27
Cohen & Steers Global Realty CIT B37.1936.24
Invesco Equity Global RE Secs Tr C30.1229.10
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Global Real Estate5 year gross return5 year net return
Cohen & Steers Global Realty CIT Bn/a7.42
Cohen & Steers Global Realty CIT CL A8.197.39
Invesco Equity Global RE Secs Tr Cn/a3.44
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Short-Term Bond1 year gross return1 year net return
Voya Short Duration High Quality Trust6.486.25
FIAM Target Date Short Credit Cmgld Pool4.974.97
FIAM Short Duration Pool4.093.88
BNYM Mellon SL 1-3 Yr G/C Bond Index Fd1.551.49
BNYM Mellon NSL 1-3 Yr G/C BI Fd Instl1.501.48
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Short-Term Bond5 year gross return5 year net return
Voya Short Duration High Quality Trust2.762.53
FIAM Short Duration Pool2.412.20
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Large Blend1 year gross return1 year net return
Aristotle Value Equity CIT Class B66.5965.94
Aristotle Value Equity CIT A66.6165.80
Spartan Total Market Index Pool A62.6662.66
State St Russell All Cap® Indx SL Cl I62.5662.57
BNYM Mellon NSL Broad Market SIF UC162.2462.15
NT R1000 Index Fund - NL60.5760.57
BNYM Mellon DB SL Large Cap SIF60.5560.49
BNYM Mellon NSL Large Cap SIF Instl60.4960.47
BNYM Mellon NSL Large Cap SIF UC160.4960.41
BNYM Mellon AFL-CIO SL Stock Index Fund57.2057.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Large Blend5 year gross return5 year net return
BNYM Mellon NSL Dynamic US Equity Fund18.1617.73
Blackrock Alpha Tilts Fund CF16.9816.99
FIAM Focused Large Cap Growth Pool17.4616.70
State St Russell All Cap® Indx SL Cl I16.6516.65
NT R1000 Index Fund - NL16.6516.65
BNYM Mellon DB SL Large Cap SIF16.6916.64
BNYM Mellon NSL Large Cap SIF Instl16.6316.63
BNYM Mellon NSL Large Cap SIF UC116.6416.57
BNYM Mellon NSL Broad Market SIF UC116.5916.51
BNYM Mellon NSL Stock Index Fund Instl16.3016.29
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Mid-Cap Value1 year gross return1 year net return
Wellington CIF II Mid Cap Value S1n/a79.29
Speece Thorson Value Fund65.6964.17
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Retirement Income1 year gross return1 year net return
Voya Target Solution Income Trust22.1521.68
State St Target Ret Income NL Cl A20.5420.55
BNYM Mellon SL SmartPath RetInc Fd Instl17.4417.34
BNYM Mellon SL SmartPath RetInc Fd17.4417.34
FIAM Blend Target Date Income R12.7612.42
FIAM Blend Target Date Income S12.6912.40
FIAM Blend Target Date Income T12.6612.39
FIAM Blend Target Date Income Q12.7212.36
FIAM Blend Target Date Income W12.7812.33
FIAM Blend Target Date Income X12.7112.31
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Retirement Income5 year gross return5 year net return
Voya Target Solution Income Trust7.507.09
BNYM Mellon SL SmartPath RetInc Fd6.746.65
State St Target Ret Income NL Cl An/a6.62
FIAM Blend Target Date Income T6.025.77
FIAM Blend Target Date Income S6.025.74
FIAM Blend Target Date Income R6.015.70
FIAM Blend Target Date Income Q6.025.67
FIAM Blend Target Date Income Y6.025.65
FIAM Blend Target Date Income X6.015.63
FIAM Blend Target Date Income W6.005.58
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Long-Term Bond1 year gross return1 year net return
FIAM Long Corporate Commingled Pool11.5010.65
BNYM Mellon DB SL Long Term Credit BI Fd8.918.83
FIAM Long Duration CIT1.641.39
Wellington CIF II Long Bondn/a-2.10
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Long-Term Bond5 year gross return5 year net return
BNYM Mellon DB SL Long Term Credit BI Fd6.766.69
FIAM Long Duration CIT6.486.22
Wellington CIF II Long Bondn/a6.09
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2011-20151 year gross return1 year net return
Morningstar Lifetime Gr 2015 Index N-131.4231.32
FIAM Blend Target Date 2015 S26.2625.93
FIAM Blend Target Date 2015 T26.2225.92
FIAM Blend Target Date 2015 R26.2225.85
FIAM Blend Target Date 2015 Q26.2325.83
FIAM Blend Target Date 2015 X26.2225.77
FIAM Blend Target Date 2015 Y26.2025.77
FIAM Blend Target Date 2015 V26.2425.71
FIAM Blend Target Date 2015 W26.2025.70
FIAM Index Target Date 2015 R22.2322.17
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2011-20155 year gross return5 year net return
Morningstar Lifetime Gr 2015 Index N-1n/a9.37
FIAM Blend Target Date 2015 T9.369.09
FIAM Blend Target Date 2015 S9.369.07
FIAM Blend Target Date 2015 R9.369.03
FIAM Blend Target Date 2015 Q9.368.99
FIAM Blend Target Date 2015 Y9.368.99
FIAM Blend Target Date 2015 X9.378.98
FIAM Blend Target Date 2015 W9.368.93
FIAM Blend Target Date 2015 V9.378.90
FIAM Index Target Date 2015 R8.508.44
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Diversified Emerging Mkts1 year gross return1 year net return
Ivy Emerging Markets Equity CIT 181.6680.18
William Emerging Markets Growth CIT79.9778.62
Fisher Investments Emerging Markets Eq 174.1972.38
FIAM Emerging Markets Commingled Pool71.6171.61
City of London Global Emg Mkts Fund71.8570.21
FIAM Select Emerging Markets Class A69.1469.04
FIAM Select Emerging Markets Class Dn/a67.91
Templeton Intl Emg Mkt CF68.5566.97
Axiom Emerging Markets Trust 365.2264.06
Axiom Emerging Markets Trust 265.1963.94
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Diversified Emerging Mkts5 year gross return5 year net return
William Emerging Markets Growth CIT17.6416.92
Templeton Intl Emg Mkt CF16.8515.65
FIAM Select Emerging Markets Class A15.7515.11
FIAM Select Emerging Markets Class Dn/a14.95
City of London Global Emg Mkts Fundn/a13.23
Fisher Investments Emerging Markets Eq 113.2812.10
State St Emg Mkts Indx NL Cl A12.0512.05
BNYM Mellon NSL Emerging Mkt SIF12.0311.88
EARNEST Partners Emerging Markets Fund12.6511.53
FIAM Emerging Markets Commingled Pool11.1711.17
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Conservative Allocation1 year gross return1 year net return
Wellington CIF II Balanced Real Asset S139.5338.75
FIAM Pension Journey 60/40 Commingled Pl27.4327.43
FIAM Pension Journey 50/50 Commingled Pl22.8422.84
FIAM Pension Journey 40/60 Commingled Pl18.2718.27
FIAM Pension Journey 30/70 Commingled Pl13.8113.81
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2026-20301 year gross return1 year net return
Morningstar Lifetime Gr 2030 Index N-146.0745.95
FIAM Blend Target Date 2030 T41.1640.82
FIAM Blend Target Date 2030 S41.1540.78
FIAM Blend Target Date 2030 R41.1740.74
FIAM Blend Target Date 2030 Y41.1840.70
FIAM Blend Target Date 2030 Q41.1240.68
FIAM Blend Target Date 2030 X41.1740.66
Voya Target Solution 2030 Trust41.1640.63
FIAM Blend Target Date 2030 W41.1840.62
FIAM Blend Target Date 2030 V41.1540.55
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2026-20305 year gross return5 year net return
FIAM Blend Target Date 2030 T12.3812.11
FIAM Blend Target Date 2030 S12.3712.08
FIAM Blend Target Date 2030 R12.4012.06
FIAM Blend Target Date 2030 Q12.4012.02
FIAM Blend Target Date 2030 Y12.3812.00
FIAM Blend Target Date 2030 X12.3911.99
FIAM Blend Target Date 2030 W12.3911.94
FIAM Blend Target Date 2030 V12.4011.91
Morningstar Lifetime Gr 2030 Index N-1n/a11.78
State St Target Ret 2030 NL Cl An/a11.40
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Mid-Cap Blend1 year gross return1 year net return
BNYM Mellon NSL Mkt Completion Fd Instl98.5498.50
BNYM Mellon NSL Market Completion Fund98.5498.41
Spartan Extended Market Index Pool A98.0098.00
BNYM Mellon SL Mkt Completion Fd98.0697.98
Spartan Extended Market Index Pool E97.9997.92
Spartan Extended Market Index Pool C97.9997.90
State St Russell Sm/Mid Cp® Indx SL Cl I97.5897.54
State St Russell Sm/Mid Cp® Indx NL Cl A97.5397.52
BNYM Mellon NSL US Small/Mid Cap Opp Val91.0190.62
BNYM Mellon NSL Smid Cp Stk Idx Fd Instl89.3589.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Mid-Cap Blend5 year gross return5 year net return
State St Russell Sm/Mid Cp® Indx SL Cl I16.0818.16
State St Russell Sm/Mid Cp® Indx NL Cl An/a18.07
BNYM Mellon SL Mkt Completion Fd18.0718.02
BNYM Mellon NSL Market Completion Fund17.9417.85
BNYM Mellon NSL US Small/Mid Cap Opp Val15.6214.75
BNYM Mellon SL Mid Cap SIF14.4514.41
BNYM Mellon DB SL Mid Cap SIF14.4614.41
State St S&P MidCap® Indx SL Cl I11.5414.40
BNYM Mellon NSL Mid Cap SIF Instl14.3914.40
BNYM Mellon SL Mid Cap SIF Instln/a14.35
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Large Blend1 year gross return1 year net return
Aristotle Value Equity CIT Class B66.5965.94
Aristotle Value Equity CIT A66.6165.80
Spartan Total Market Index Pool A62.6662.66
State St Russell All Cap® Indx SL Cl I62.5662.57
BNYM Mellon NSL Broad Market SIF UC162.2462.15
NT R1000 Index Fund - NL60.5760.57
BNYM Mellon DB SL Large Cap SIF60.5560.49
BNYM Mellon NSL Large Cap SIF Instl60.4960.47
BNYM Mellon NSL Large Cap SIF UC160.4960.41
BNYM Mellon AFL-CIO SL Stock Index Fund57.2057.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Large Blend5 year gross return5 year net return
BNYM Mellon NSL Dynamic US Equity Fund18.1617.73
Blackrock Alpha Tilts Fund CF16.9816.99
FIAM Focused Large Cap Growth Pool17.4616.70
State St Russell All Cap® Indx SL Cl I16.6516.65
NT R1000 Index Fund - NL16.6516.65
BNYM Mellon DB SL Large Cap SIF16.6916.64
BNYM Mellon NSL Large Cap SIF Instl16.6316.63
BNYM Mellon NSL Large Cap SIF UC116.6416.57
BNYM Mellon NSL Broad Market SIF UC116.5916.51
BNYM Mellon NSL Stock Index Fund Instl16.3016.29
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


World Allocation1 year gross return1 year net return
Wellington CIF II Divers Inflation Hge54.2353.21
Wellington Opportunistic Investmentn/a51.43
Invesco Balanced Risk Allocation Trust27.8727.30
Invesco Global Asset Allc Strat Tr C21.7721.18
Global Risk Premium - Mod Volatility19.0218.46
Global Risk Premium - Low Volatility15.7415.28
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


World Allocation5 year gross return5 year net return
Wellington Opportunistic Investmentn/a9.64
Invesco Balanced Risk Allocation Trust8.658.16
Global Risk Premium - Mod Volatility8.608.09
Wellington CIF II Divers Inflation Hge7.917.71
Global Risk Premium - Low Volatility7.587.16
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2031-20351 year gross return1 year net return
Morningstar Lifetime Gr 2035 Index N-151.4851.36
FIAM Blend Target Date 2035 S51.0650.67
FIAM Blend Target Date 2035 T51.0050.64
FIAM Blend Target Date 2035 Q51.0650.58
FIAM Blend Target Date 2035 R51.0050.54
FIAM Blend Target Date 2035 X51.0350.49
FIAM Blend Target Date 2035 Y51.0050.49
FIAM Blend Target Date 2035 W51.0650.45
FIAM Blend Target Date 2035 V51.0350.39
Voya Target Solution 2035 Trust46.0945.54
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2031-20355 year gross return5 year net return
FIAM Blend Target Date 2035 S13.7813.49
FIAM Blend Target Date 2035 T13.7713.49
FIAM Blend Target Date 2035 R13.7713.43
FIAM Blend Target Date 2035 Y13.7813.40
FIAM Blend Target Date 2035 Q13.7713.39
FIAM Blend Target Date 2035 X13.7713.36
FIAM Blend Target Date 2035 W13.7713.32
FIAM Blend Target Date 2035 V13.7813.29
FIAM Index Target Date 2035 R12.8012.74
FIAM Index Target Date 2035 T12.8112.73
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2036-20401 year gross return1 year net return
FIAM Blend Target Date 2040 S57.2556.84
FIAM Blend Target Date 2040 T57.1856.80
FIAM Blend Target Date 2040 Q57.2456.73
FIAM Blend Target Date 2040 X57.2456.67
FIAM Blend Target Date 2040 R57.1356.66
FIAM Blend Target Date 2040 Y57.1856.64
FIAM Blend Target Date 2040 W57.2256.59
FIAM Blend Target Date 2040 V57.2156.55
Morningstar Lifetime Gr 2040 Index N-154.6654.54
Voya Target Solution 2040 Trust51.4250.85
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2036-20405 year gross return5 year net return
FIAM Blend Target Date 2040 T14.2814.00
FIAM Blend Target Date 2040 S14.2813.98
FIAM Blend Target Date 2040 R14.2713.93
FIAM Blend Target Date 2040 Y14.2813.89
FIAM Blend Target Date 2040 Q14.2713.88
FIAM Blend Target Date 2040 X14.2913.88
FIAM Blend Target Date 2040 W14.2813.82
FIAM Blend Target Date 2040 V14.2713.77
FIAM Index Target Date 2040 R13.3113.24
FIAM Index Target Date 2040 Y13.3013.23
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Foreign Large Growth1 year gross return1 year net return
Hardman Johnston Intl Equity Group Trust67.1366.12
Axiom International Equity Trust 266.5565.14
WCM Focused Growth Intl CIT Fndrs63.2661.80
William Blair International Growth CIT62.7861.43
Capital Group Intl All Countries Eq DC-T57.1756.12
Capital Group Intl All Countries Eq DB57.1556.09
Wellington CIF II Intl Qual Gr S2n/a55.99
Wellington CIF II Intl Qual Gr S1n/a55.88
Fisher Investments All Foreign Equity56.2955.05
FIAM International Growth Pool55.4054.58
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Foreign Large Growth5 year gross return5 year net return
Hardman Johnston Intl Equity Group Trust17.4516.69
Capital Group Intl All Countries Eq DB16.2015.40
Capital Group Intl All Countries Eq DC-T16.1515.35
Fiera International Equity 114.8314.18
Capital Group Int'l Equity DB Fund14.9414.15
Capital Group Intl Equity DC Unit T14.7513.96
William Blair International Growth CIT14.0113.12
Fisher Investments All Foreign Equity12.2311.52
FIAM International Growth Pool10.349.63
Invesco International Growth Cl In/a9.56
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Stable Value1 year gross return1 year net return
Putnam Stable Value Fund: Gross2.652.65
Putnam Stable Value Fund: 10bps2.652.54
Putnam Stable Value Fund: 15bps2.652.49
Putnam Stable Value Fund: 20bps2.652.45
Vantagepoint PLUS Fund Gross2.432.43
Putnam Stable Value Fund: 25bps2.652.40
Putnam Stable Value Fund: 30bps2.652.34
Putnam Stable Value Fund: 35bps2.652.30
Vantagepoint PLUS Fund R132.432.28
VT III PLUS Fund2.432.28
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Stable Value5 year gross return5 year net return
Vantagepoint PLUS Fund Gross2.522.52
Putnam Stable Value Fund: Gross2.442.44
Putnam Stable Value Fund: 10bps2.442.34
Putnam Stable Value Fund: 15bps2.442.29
Putnam Stable Value Fund: 20bps2.442.24
IBEW NECA Stable Value Tr Bas Category2.322.22
Vantagepoint PLUS Fund R102.522.21
Wells Fargo Stable Value Fund W2.432.20
Putnam Stable Value Fund: 25bps2.442.19
Galliard Managed Income Fund2.192.19
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2021-20251 year gross return1 year net return
Morningstar Lifetime Gr 2025 Index N-140.0739.96
Voya Target Solution 2025 Trust36.1435.62
FIAM Blend Target Date 2025 T35.6135.29
FIAM Blend Target Date 2025 S35.5835.23
FIAM Blend Target Date 2025 Q35.5735.14
FIAM Blend Target Date 2025 Y35.5935.13
FIAM Blend Target Date 2025 R35.5335.13
FIAM Blend Target Date 2025 X35.5835.09
FIAM Blend Target Date 2025 V35.5735.00
FIAM Blend Target Date 2025 W35.5234.98
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2021-20255 year gross return5 year net return
Morningstar Lifetime Gr 2025 Index N-1n/a11.02
FIAM Blend Target Date 2025 T11.0710.80
FIAM Blend Target Date 2025 S11.0710.78
FIAM Blend Target Date 2025 R11.0910.75
FIAM Blend Target Date 2025 Q11.0710.70
FIAM Blend Target Date 2025 Y11.0810.70
FIAM Blend Target Date 2025 X11.0810.68
FIAM Blend Target Date 2025 W11.0610.62
FIAM Blend Target Date 2025 V11.0710.59
State St Target Ret 2025 NL Cl An/a10.39
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Small Blend1 year gross return1 year net return
RhumbLine S&P 600 Sm-Cap Pooled Index95.1895.18
BNYM Mellon SL Small Cap SIF Instl95.2295.18
BNYM Mellon SL Small Cap SIF95.2195.14
Spartan Small Cap Index Pool A94.9394.93
BNYM Mellon NSL Small Cap SIF Instl94.8994.85
State St Russell Sm Cap® Indx SL Cl I94.8494.83
BNYM Mellon SL Small Cap SIF UC395.2194.79
BNYM Mellon DB NSL Small Cap SIF94.9094.77
NT R2000 Index Fund - NL94.7794.77
BNYM Mellon NSL Small Cap SIF94.8994.76
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Small Blend5 year gross return5 year net return
Wellington CIF II Small Cap Oppsn/a18.13
BNYM Mellon SL Small Cap SIF16.3416.53
State St Russell Sm Cap® Indx SL Cl I13.7316.51
BNYM Mellon NSL Small Cap SIF Instl16.3916.37
NT R2000 Index Fund - NLn/a16.37
BNYM Mellon SL Small Cap SIF UC316.4916.32
BNYM Mellon NSL Small Cap SIF16.4016.32
State St Russell Sm Cap® Indx NL Cl A13.5516.32
BNYM Mellon DB NSL Small Cap SIF16.3816.30
BNYM Mellon SL Small Cap SIF Instln/a16.25
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Long-Term Bond1 year gross return1 year net return
FIAM Long Corporate Commingled Pool11.5010.65
BNYM Mellon DB SL Long Term Credit BI Fd8.918.83
FIAM Long Duration CIT1.641.39
Wellington CIF II Long Bondn/a-2.10
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Long-Term Bond5 year gross return5 year net return
BNYM Mellon DB SL Long Term Credit BI Fd6.766.69
FIAM Long Duration CIT6.486.22
Wellington CIF II Long Bondn/a6.09
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Emerging Markets Bond1 year gross return1 year net return
TCW Emerging Markets Fixed Income Cl A25.3924.71
TCW Emerging Markets Fixed Income Cl B25.4724.65
TCW Emerging Markets Fixed Income Cl C25.5924.65
Capital Group EM Debt (Broad) DB Fund18.8218.18
Capital Group EM Debt (Broad) DC Unit T18.7118.01
FIAM Emerging Mkts Debt Commingled Pool18.1817.43
Wellington CIF II Opportunistic EM DbtS1n/a16.92
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Emerging Markets Bond5 year gross return5 year net return
TCW Emerging Markets Fixed Income Cl Bn/a5.88
TCW Emerging Markets Fixed Income Cl C6.645.82
Wellington CIF II Opportunistic EM DbtS1n/a5.80
Capital Group EM Debt (Broad) DB Fund5.835.21
Capital Group EM Debt (Broad) DC Unit T5.795.16
FIAM Emerging Mkts Debt Commingled Pool5.034.35
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2041-20451 year gross return1 year net return
FIAM Blend Target Date 2045 T57.1856.81
FIAM Blend Target Date 2045 S57.2156.81
FIAM Blend Target Date 2045 Q57.2456.74
FIAM Blend Target Date 2045 R57.1656.68
FIAM Blend Target Date 2045 Y57.1756.64
FIAM Blend Target Date 2045 X57.1756.61
FIAM Blend Target Date 2045 W57.2256.59
FIAM Blend Target Date 2045 V57.1856.51
Morningstar Lifetime Gr 2045 Index N-155.7055.58
Voya Target Solution 2045 Trust54.4953.91
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2041-20455 year gross return5 year net return
FIAM Blend Target Date 2045 T14.2613.98
FIAM Blend Target Date 2045 S14.2713.97
FIAM Blend Target Date 2045 R14.2713.93
FIAM Blend Target Date 2045 Q14.2713.89
FIAM Blend Target Date 2045 Y14.2713.88
FIAM Blend Target Date 2045 X14.2813.87
FIAM Blend Target Date 2045 W14.2813.83
FIAM Blend Target Date 2045 V14.2813.78
FIAM Index Target Date 2045 R13.3013.24
FIAM Index Target Date 2045 T13.3113.24
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Large Value1 year gross return1 year net return
Harris Assoc. Oakmark Collective Fd Cl 287.7987.47
BNYM Mellon PE NSL US Dyn Large Cap Val71.0170.79
Invesco Growth and Income Tr I70.5270.08
Sound Shore Large Cap Value CIT 170.4269.66
Seizert Large Cap Value Equity66.9865.83
FIAM Target Date Val Discvry Cmgld Pool63.8863.88
AB US Strategic Value CT V64.7862.75
Voya Large Cap Value Trust63.2962.43
State St Russell Lg Cp Val® Indx SL Cl I56.2056.20
Spartan Large Cap Value Index Pool56.1856.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Large Value5 year gross return5 year net return
Seizert Large Cap Value Equity17.0916.44
BNYM Mellon PE NSL US Dyn Large Cap Val13.6113.07
FIAM Target Date Val Discvry Cmgld Pool12.6212.62
Voya Large Cap Value Trust13.0512.44
Eaton Vance Large Cap Val CIT12.5811.89
State St Russell Lg Cp Val® Indx SL Cl I11.8211.82
Wellington CIF II Quality Value S1n/a11.82
BNYM Mellon NSL LargeCap Value SIF Instl11.8011.79
AB US Strategic Value CT V10.519.16
Invesco Diversified Dividend CL I9.218.76
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Multisector Bond1 year gross return1 year net return
Invesco Active Multi-Sector Credit Tr II16.6616.29
Loomis Sayles MSFD CIT15.2914.65
FIAM Tactical Bond Pool14.1314.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Multisector Bond5 year gross return5 year net return
Loomis Sayles MSFD CIT7.677.06
FIAM Tactical Bond Pool6.626.62
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Bank Loan1 year gross return1 year net return
FIAM Leveraged Loan Pool18.6718.09
Voya Senior Loan Trust17.6117.09
Shenkman Capital Mgt High Yld Bank Loan17.4716.63
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Bank Loan5 year gross return5 year net return
FIAM Leveraged Loan Pool5.585.06
Voya Senior Loan Trust4.514.05
Shenkman Capital Mgt High Yld Bank Loan4.714.04
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2016-20201 year gross return1 year net return
Morningstar Lifetime Gr 2020 Index N-135.0334.92
FIAM Blend Target Date 2020 T31.4131.09
FIAM Blend Target Date 2020 R31.4831.08
FIAM Blend Target Date 2020 S31.3931.05
FIAM Blend Target Date 2020 Q31.4231.00
FIAM Blend Target Date 2020 X31.4330.95
FIAM Blend Target Date 2020 Y31.3930.94
FIAM Blend Target Date 2020 W31.4330.90
FIAM Blend Target Date 2020 V31.4230.87
FIAM Index Target Date 2020 S26.9526.84
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2016-20205 year gross return5 year net return
Morningstar Lifetime Gr 2020 Index N-1n/a10.17
FIAM Blend Target Date 2020 T10.2910.03
FIAM Blend Target Date 2020 S10.279.99
FIAM Blend Target Date 2020 R10.309.97
FIAM Blend Target Date 2020 Q10.289.91
FIAM Blend Target Date 2020 Y10.289.91
FIAM Blend Target Date 2020 X10.289.89
FIAM Blend Target Date 2020 W10.289.84
FIAM Blend Target Date 2020 V10.299.81
FIAM Index Target Date 2020 R9.389.33
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Mid-Cap Growth1 year gross return1 year net return
Hood River Small/Mid Cap Gr CITFounder's122.74121.64
Jackson Square SMID Cap Growth CIT A105.80104.27
Ivy Mid Cap Growth CIT 186.6585.47
GW&K S/M Cp Cor Eq Collective Invmt Fund79.3578.24
KAR Small-Mid Cap Core Cl 179.3978.14
Wellington CIF II MdCap Opportunities S2n/a74.16
Wellington CIF II MdCap Opportunities S3n/a74.06
Wellington CIF II MdCap Opportunities S1n/a73.97
Voya Mid Cap Growth Trust Class 272.0870.84
FIAM Small/Mid Cap Core Class K71.5870.65
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Mid-Cap Growth5 year gross return5 year net return
Champlain Mid Cap Collective Fund Cl 420.5320.53
Champlain Mid Cap Collective Fund Cl 520.5519.65
Champlain Mid Cap Collective Fund Cl 120.5619.48
Wellington CIF II MdCap Opportunities S3n/a18.00
Wellington CIF II MdCap Opportunities S2n/a17.81
Wellington CIF II MdCap Opportunities S1n/a17.62
Voya Mid Cap Growth Trust Class 218.4117.58
GW&K S/M Cp Cor Eq Collective Invmt Fund17.6916.94
FIAM Small/Mid Cap Core Class K13.1112.50
FIAM Small/Mid Cap Core Class O13.1112.46
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Moderate Allocation1 year gross return1 year net return
Harris Assoc. Oakmark Eq & Inc Cl 252.1351.84
Harris Oakmark Equity & Income CIT52.0451.14
State St Mod Strategic Bal SL Cl I34.6134.61
FIAM Pension Journey 70/30 Commingled Pl31.9431.94
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Moderate Allocation5 year gross return5 year net return
Harris Assoc. Oakmark Eq & Inc Cl 2n/a10.75
Harris Oakmark Equity & Income CITn/a10.29
State St Mod Strategic Bal SL Cl I9.679.67
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Large Value1 year gross return1 year net return
Harris Assoc. Oakmark Collective Fd Cl 287.7987.47
BNYM Mellon PE NSL US Dyn Large Cap Val71.0170.79
Invesco Growth and Income Tr I70.5270.08
Sound Shore Large Cap Value CIT 170.4269.66
Seizert Large Cap Value Equity66.9865.83
FIAM Target Date Val Discvry Cmgld Pool63.8863.88
AB US Strategic Value CT V64.7862.75
Voya Large Cap Value Trust63.2962.43
State St Russell Lg Cp Val® Indx SL Cl I56.2056.20
Spartan Large Cap Value Index Pool56.1856.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Large Value5 year gross return5 year net return
Seizert Large Cap Value Equity17.0916.44
BNYM Mellon PE NSL US Dyn Large Cap Val13.6113.07
FIAM Target Date Val Discvry Cmgld Pool12.6212.62
Voya Large Cap Value Trust13.0512.44
Eaton Vance Large Cap Val CIT12.5811.89
State St Russell Lg Cp Val® Indx SL Cl I11.8211.82
Wellington CIF II Quality Value S1n/a11.82
BNYM Mellon NSL LargeCap Value SIF Instl11.8011.79
AB US Strategic Value CT V10.519.16
Invesco Diversified Dividend CL I9.218.76
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Foreign Small/Mid Growth1 year gross return1 year net return
CastleArk International Small Cap Eq 193.4292.00
Rainier Small Cap International Equity L77.0375.62
Rainier Small Cap International Equity B77.0275.27
Rainier Small Cap International Equity A76.9775.13
Axiom International Small Cap Trust 275.0473.65
Kayne Anderson Rudnick Intl SC CIT62.6361.35
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Foreign Small/Mid Growth5 year gross return5 year net return
Rainier Small Cap International Equity L15.6314.70
Rainier Small Cap International Equity Bn/a14.46
Rainier Small Cap International Equity A15.6114.41
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Large Growth1 year gross return1 year net return
BNYM Mellon NSL US Large Cap Grwth Eq Fd70.0569.84
Eaton Vance EB Large Cap Growth I69.0468.18
Wellington CIF II Growth S264.8764.20
Westfield All Cap Equity Collective64.8463.78
Spartan Large Cap Growth Index Pool62.7662.76
State St Russell Lg Cap Gr® Indx SL Cl I62.6962.69
BNYM Mellon NSL LargeCap Grwth SIF Instl62.3462.32
Capital Group U.S. Equity DC Unit T62.8362.04
Capital Group U.S. Equity DB Fund62.8560.63
Wellington CIF II Large Cap Research Eqn/a59.28
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Large Growth5 year gross return5 year net return
Wellington CIF II Growth S224.3523.82
Nuveen Winslow Large Cap Growth Cl I22.2421.56
Nuveen Winslow Large Cap Growth, Class R22.2221.49
Nuveen Winslow Large Cap Growth Cl Y22.2421.43
Nuveen Winslow Large Cap Growth Cl I2022.2321.32
State St Russell Lg Cap Gr® Indx SL Cl I21.0421.04
BNYM Mellon NSL LargeCap Grwth SIF Instl20.8520.84
Ivy Large Cap Growth CIT Class 121.4420.70
TCW Concentrated Core An/a20.66
TCW Concentrated Core Fund, Class B21.4220.64
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Small Growth1 year gross return1 year net return
Wellington CIF II Small Cap 2000 S1n/a104.30
Frontegra Small Cap Core Fund104.21103.02
FIAM Small Cap Core Class B100.4699.31
FIAM Small Cap Core Class P100.4699.29
FIAM Small Cap Core Class O100.4699.22
FIAM Small Cap Core Class Dn/a99.09
FIAM Small Cap Core Pool100.4698.95
FIAM Small Cap Core Class G100.4598.86
BNYM Mellon PE NSL US Small Cap Opp Val98.7298.27
Wellington CIF II SMID Cap Research S1n/a93.79
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Small Growth5 year gross return5 year net return
Wellington CIF II Small Cap 2000 S1n/a19.67
Wellington CIF II SMID Cap Research S1n/a18.77
Frontegra Small Cap Core Fund18.0017.26
FIAM Small Cap Core Class B16.9116.21
FIAM Small Cap Core Class P16.8716.19
FIAM Small Cap Core Class O16.8816.15
FIAM Small Cap Core Class Dn/a16.06
FIAM Small Cap Core Pool16.8815.96
FIAM Small Cap Core Class G16.8715.94
BNYM Mellon PE NSL US Small Cap Opp Val16.1415.16
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


World Bond1 year gross return1 year net return
Brandywine Global Fixed Income GT25.5824.96
Brandywine Global Opportun Fxd BGIMT21.3420.69
Brandywine Intl Opportunistic Fxd BIT20.5319.88
Brandywine Global Fixed Income BIT20.1619.52
Brandywine Global Fixed Income BGIMT19.3718.85
Brandywine International Fixed Inc BIT19.3218.67
MacKay Shields Core Fixed Inc CIT Cl 35.435.27
Wellington CIF II World Bond S2n/a3.71
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


World Bond5 year gross return5 year net return
Brandywine Global Fixed Income GT5.184.61
Brandywine Global Opportun Fxd BGIMT4.463.89
Brandywine Global Fixed Income BIT4.263.70
Brandywine Global Fixed Income BGIMT4.033.57
Wellington CIF II World Bond S2n/a2.47
Brandywine Intl Opportunistic Fxd BIT2.752.18
Brandywine International Fixed Inc BIT2.511.95
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Long Government1 year gross return1 year net return
State St US Lg Gov Bnd Indx SL Cl I-15.41-15.42
BNYM Mellon DB SL Long Term Govt BI Fd-15.54-15.57
BNYM Mellon DB NSL Long Term Govt BI Fd-15.61-15.65
FIAM Target Date LT Treas Idx Cmgld Pool-16.51-16.55
NT LT Gov Bond Index Fund - NL - J-16.61-16.61
FIAM Long U.S. Treasury STRIPS Pool Idx-24.24-24.27
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Long Government5 year gross return5 year net return
FIAM Long U.S. Treasury STRIPS Pool Idx3.913.81
State St US Lg Gov Bnd Indx SL Cl I3.233.23
BNYM Mellon DB SL Long Term Govt BI Fd3.223.18
NT LT Gov Bond Index Fund - NL - J3.083.08
BNYM Mellon DB NSL Long Term Govt BI Fd3.163.06
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021
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