Top performing managers by category: commingled accounts, 1st Quarter 2023




Large Growth1 year gross return1 year net return
BNYM Newton NSL US Large Cap Grwth Eq Fd-14.44-3.69
Wellington CIF US Research Equity-7.88-7.88
WTNA Large Cap Growth Sel Fd Cl 0IM-8.17-8.21
Wellington CIF II Large Cap Research Eq-8.24-8.29
Capital Group U.S. Equity DC Unit T-9.04-9.50
Eaton Vance EB Large Cap Growth I-9.64-10.07
Capital Group U.S. Equity DB Fund-9.05-10.36
Janus H US Research Gr Equity CF C-III-10.24-10.60
Spartan Large Cap Growth Index Pool-10.90-10.90
Wellington CIF II Growth-14.45-14.45
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Large Growth5 year gross return5 year net return
BNYM Newton NSL US Large Cap Grwth Eq Fd12.5114.93
Spartan Large Cap Growth Index Pool13.6613.66
Wellington CIF II Growth12.1612.16
WTNA Large Cap Growth Sel Fd Cl 0IM11.8811.79
Wellington CIF II Growth S212.1611.67
Wellington CIF II Large Cap Research Eqn/a11.12
Wellington CIF US Research Equity11.0711.07
Eaton Vance EB Large Cap Growth I11.6011.04
Janus H US Research Gr Equity CF C-III11.0410.57
Capital Group U.S. Equity DC Unit T10.8310.28
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Conservative Allocation1 year gross return1 year net return
FIAM Market Based Cash Balance 30/70 CIT-3.59-3.98
FIAM Pension Journey 50/50 CIT-11.47-11.79
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Conservative Allocation5 year gross return5 year net return
FIAM Pension Journey 50/50 CIT3.813.44
FIAM Market Based Cash Balance 30/70 CIT2.612.19
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Global Real Estate1 year gross return1 year net return
Invesco Global Real Estate Income Tr - C-14.88-15.39
WTNA REIT Sel Fd Cl 0IM-18.90-18.94
Invesco Equity Global Real Estate Tr - C-18.47-19.14
WTNA REIT Sel Fd Cl 60-18.87-19.83
Cohen & Steers Global Reality CIT CL Mn/a-20.75
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Global Real Estate5 year gross return5 year net return
Cohen & Steers Global Reality CIT CL Mn/a3.41
WTNA REIT Sel Fd Cl 0IM2.051.97
Invesco Equity Global Real Estate Tr - C1.640.83
WTNA REIT Sel Fd Cl 60n/a0.76
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2000-20101 year gross return1 year net return
Fidelity Freedom Index 2005 Cmgld Pool R-3.99-4.03
Fidelity Freedom Index 2005 Cmgld Pool T-3.97-4.04
Fidelity Freedom Index 2005 Cmgld Pool Y-4.03-4.09
Fidelity Freedom Index 2005 Cmgld Pool S-4.02-4.10
Fidelity Freedom Blend 2005 Cmgld Pool T-4.36-4.55
Fidelity Freedom Blend 2005 Cmgld Pool R-4.34-4.56
Fidelity Freedom Blend 2005 Cmgld Pool S-4.33-4.56
Fidelity Freedom Blend 2005 Cmgld Pool Q-4.33-4.58
Fidelity Freedom Blend 2005 Cmgld Pool Y-4.35-4.64
Fidelity Freedom Blend 2005 Cmgld Pool X-4.32-4.64
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2000-20105 year gross return5 year net return
Fidelity Freedom Index 2010 Cmgld Pool Q3.523.51
Fidelity Freedom Index 2010 Cmgld Pool R3.553.49
Fidelity Freedom Index 2010 Cmgld Pool Y3.543.48
Fidelity Freedom Index 2010 Cmgld Pool T3.563.48
Fidelity Freedom Index 2010 Cmgld Pool S3.553.47
Fidelity Freedom Blend 2010 Cmgld Pool T3.663.42
Fidelity Freedom Blend 2010 Cmgld Pool S3.663.39
Fidelity Freedom Blend 2010 Cmgld Pool R3.663.36
Fidelity Freedom Blend 2010 Cmgld Pool Q3.673.34
Fidelity Freedom Blend 2010 Cmgld Pool Y3.663.32
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Long-Term Bond1 year gross return1 year net return
FIAM 8-10 Year Corporate Bond CIT-5.75-5.98
BNYM Mellon DB SL Long Term Credit BIF-11.21-11.28
FIAM Long Corporate CIT-12.04-12.26
Legal & General Long Liability Corp CIT-12.77-12.82
Wellington CIF II Long Bond-13.67-13.64
FIAM Long Duration CIT-13.60-13.81
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Long-Term Bond5 year gross return5 year net return
FIAM 8-10 Year Corporate Bond CIT2.181.93
Legal & General Long Liability Corp CIT1.351.33
FIAM Long Duration CIT1.451.20
BNYM Mellon DB SL Long Term Credit BIF1.161.09
Wellington CIF II Long Bondn/a1.01
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Large Blend1 year gross return1 year net return
Glenmede Quantitative US Lrg Cp Gr Eq On/a-4.24
WTNA Large Cap Core Sel Fd Cl 0IM-6.26-6.30
WTNA Large Cap Core Sel Fd Cl 60-6.32-7.32
IBEW-NECA EQUITY INDEX FUND-7.71-7.73
BNYM Mellon SL SIF Instl-7.73-7.73
Spartan 500 Index Pool-7.74-7.74
BNYM Mellon AFL-CIO SL SIF Instl-7.78-7.74
BNYM Mellon SL SIF T-7.73-7.74
ASB Labor Equity Index Fund-7.73-7.74
BNYM Mellon NSL SIF Instl-7.74-7.75
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Large Blend5 year gross return5 year net return
BNYM Mellon SL SIF T11.2011.19
Spartan 500 Index Pool11.1911.19
BNYM Mellon SL SIF Instl11.2011.19
BNYM Mellon NSL SIF Instl11.2011.18
Spartan 500 Index Pool E11.1911.17
Spartan 500 Index Pool D11.1911.17
Spartan 500 Index Pool C11.1811.16
BNYM Mellon SL SIF11.2011.16
BNYM Mellon DB SL SIF11.2011.15
IBEW-NECA EQUITY INDEX FUND11.1711.15
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2016-20201 year gross return1 year net return
BNYM Newton SL SmartPath TD2020 Fd Instl-5.13-5.20
BNYM Newton SL SmartPath TD2020 Fd-5.13-5.21
BNYM Newton SL SmartPath Trgt Dt 2020 T-5.13-5.22
Fidelity Freedom Index 2020 Cmgld Pool Q-6.29-6.33
Fidelity Freedom Index 2020 Cmgld Pool R-6.28-6.33
Fidelity Freedom Index 2020 Cmgld Pool Y-6.29-6.35
Fidelity Freedom Index 2020 Cmgld Pool T-6.28-6.35
Fidelity Freedom Index 2020 Cmgld Pool S-6.28-6.36
Fidelity Freedom Blend 2020 Cmgld Pool T-6.49-6.68
Fidelity Freedom Blend 2020 Cmgld Pool R-6.48-6.70
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2016-20205 year gross return5 year net return
BNYM Newton SL SmartPath Trgt Dt 2020 T4.684.63
BNYM Newton SL SmartPath TD2020 Fd4.684.59
BNYM Newton SL SmartPath TD2020 Fd Instl4.684.59
Fidelity Freedom Blend 2020 Cmgld Pool T4.694.44
Fidelity Freedom Index 2020 Cmgld Pool Q4.464.44
Fidelity Freedom Index 2020 Cmgld Pool R4.494.43
Fidelity Freedom Index 2020 Cmgld Pool Y4.494.43
Fidelity Freedom Index 2020 Cmgld Pool T4.504.42
Fidelity Freedom Blend 2020 Cmgld Pool S4.684.41
Fidelity Freedom Index 2020 Cmgld Pool S4.494.40
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Small Value1 year gross return1 year net return
Brandywine Diversified Small Cap GT-3.44-4.21
Brandywine Diversified Sm Cap Select BIT-5.38-6.14
Wellington CIF II Small Cap Value S1-5.67-6.49
NT Col Quality SC Val Fd- NL - 3n/a-7.10
BlackRock Russell 2000® Val Idx Fd CL 8-12.78-12.90
BlackRock Russell 2000® Val Idx Fd CL 31-12.78-13.10
BlackRock Russell 2000® Val Idx Fd CL 46-12.78-13.23
BlackRock Russell 2000® Val Idx Fd CL 66-12.78-13.40
BlackRock Russell 2000® Val Idx Fd CL 96-12.78-13.66
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Small Value5 year gross return5 year net return
Brandywine Diversified Sm Cap Select BIT6.345.49
Wellington CIF II Small Cap Value S1n/a5.05
BlackRock Russell 2000® Val Idx Fd CL 84.654.51
Brandywine Diversified Small Cap GT5.224.38
BlackRock Russell 2000® Val Idx Fd CL 314.654.27
NT Col Quality SC Val Fd- NL - 3n/a4.18
BlackRock Russell 2000® Val Idx Fd CL 464.664.12
BlackRock Russell 2000® Val Idx Fd CL 664.663.92
BlackRock Russell 2000® Val Idx Fd CL 964.693.63
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Intermediate-Term Bond1 year gross return1 year net return
Invesco Intermediate Bond Trust - C-1.81-2.10
FIAM Broad Market Duration CIT-4.46-4.70
BlackRock U.S. Debt Index Fd CL 8-4.70-4.77
FIAM U.S. Bond Index CIT-4.78-4.81
BNYM Mellon DB SL Aggregate BIF-4.78-4.82
BNYM Mellon SL Aggregate BIF T-4.79-4.83
BNYM Mellon SL Aggregate BIF-4.79-4.83
BNYM Mellon NSL Aggregate BIF Instl-4.86-4.87
BNYM Mellon NSL Aggregate BIF UC1-4.86-4.91
BNYM Mellon SL Aggregate BIF UC2-4.79-4.94
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Intermediate-Term Bond5 year gross return5 year net return
FIAM Broad Market Duration CIT2.011.76
Invesco Intermediate Bond Trust - C1.871.56
Fort Washington Cor Pls Fxd Inc CIT Fdrs1.821.52
Wellington CIF II Core Bond S11.240.97
BNYM Mellon SL Aggregate BIF T0.920.90
BlackRock U.S. Debt Index Fd CL 80.980.90
BNYM Mellon DB SL Aggregate BIF0.920.87
BNYM Mellon SL Aggregate BIF0.920.87
FIAM U.S. Bond Index CIT0.890.86
BNYM Mellon NSL Aggregate BIF Instl0.850.83
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Inflation-Protected Bond1 year gross return1 year net return
Wellington CIF II TIPS-2.35-2.35
Wellington CIF II TIPS S1-2.35-2.52
FIAM Inter Infla-Pro Bond Index CIT Cl D-2.87-2.90
FIAM Inter Infla-Pro Bond Index CIT-2.87-2.91
BNYM Mellon SL TIPS Index Fund-6.01-6.04
BNYM Mellon NSL TIPS Index Fund Instl-6.10-6.12
NT Col TIPS Idx Fd - L - Jn/a-6.12
BNYM Mellon NSL TIPS Index Fund-6.10-6.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Inflation-Protected Bond5 year gross return5 year net return
Wellington CIF II TIPS3.423.42
Wellington CIF II TIPS S1n/a3.26
FIAM Inter Infla-Pro Bond Index CIT Cl D3.193.14
FIAM Inter Infla-Pro Bond Index CIT3.193.14
NT Col TIPS Idx Fd - L - Jn/a2.99
BNYM Mellon SL TIPS Index Fund2.952.92
BNYM Mellon NSL TIPS Index Fund Instl2.922.90
BNYM Mellon NSL TIPS Index Fund2.922.88
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Diversified Emerging Mkts1 year gross return1 year net return
FIAM Emerging Markets CIT-3.76-4.44
LSV Asset Mgt Emg Mkts Val Eq Fund LP-5.31-6.26
Genesis Investment Mgrs Glbl Emg Mkts CF-7.72-8.52
City of London Global Emg Mkts Fund-8.87-9.80
Spartan Emerging Markets Index Pool-9.80-9.80
BlackRock Emerging Markets Eq Idx Fd 0-9.89-9.90
BlackRock Emerging Markets Eq Idx Fd 6-9.88-10.02
BlackRock Emerging Markets Eq Idx Fd 8-9.88-10.04
NTCC Emerging Markets FEBTn/a-10.07
BlackRock Emerging Markets Eq Idx Fd 31-9.88-10.25
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Diversified Emerging Mkts5 year gross return5 year net return
Wasatch Emerging Markets Small Cap An/a4.26
William Blair Emerging Mrkts Growth CIT1.320.55
NTCC Emerging Markets FEBTn/a0.43
LSV Asset Mgt Emg Mkts Val Eq Fund LP0.89-0.11
City of London Global Emg Mkts Fund0.86-0.15
BNYM Mellon NSL Emerging Mkts SIF Instl-0.91-0.98
BNYM Mellon NSL Emerging Mkts SIF-0.91-1.05
BlackRock Emerging Markets Eq Idx Fd 0-1.05-1.06
Spartan Emerging Markets Index Pool-1.20-1.20
BlackRock Emerging Markets Eq Idx Fd 6-1.06-1.23
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Small Blend1 year gross return1 year net return
WTNA Small Cap Value Sel Fd Cl 0IM-3.71-3.76
WTNA Small Cap Value Sel Fd Cl R-3.73-4.24
Wellington CIF II Small Cap Opps-5.62-6.34
Mesirow Fncl SMID Cap Val Eq CIT Fdrs-7.10-7.52
Voya Small Cap Core Trust-7.53-8.17
FIAM Small Company CIT Cl B-8.66-9.20
FIAM Small Company CIT-8.67-9.40
BNYM Mellon NSL Smid Cap SIF Instl-10.33-10.35
BNYM Mellon NSL Smid Cap SIF UC1-10.33-10.39
Rothschild & Co US Small/Mid-Cap Fund-10.09-10.85
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Small Blend5 year gross return5 year net return
Wellington CIF II Small Cap Oppsn/a8.32
FIAM Small Company CIT Cl B8.217.55
FIAM Small Company CIT8.217.35
BNYM Mellon NSL Smid Cap SIF Instl6.706.67
WTNA Small Cap Value Sel Fd Cl 0IM6.746.61
FIAM Small Cap Core CIT Cl B7.106.47
FIAM Small Cap Core CIT Cl P7.086.45
FIAM Small Cap Core CIT Cl O7.086.42
FIAM Small Cap Core CIT Cl Dn/a6.33
FIAM Small Cap Core CIT Cl G7.086.22
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Short Government1 year gross return1 year net return
BlackRock 1-3 Year Gov Bond Idx CL 60.270.16
BlackRock 1-3 Year Gov Bond Idx CL 80.260.14
BlackRock 1-3 Year Gov Bond Idx CL 310.27-0.08
BlackRock 1-3 Year Gov Bond Idx CL 460.26-0.24
BlackRock 1-3 Year Gov Bond Idx CL 660.26-0.45
BlackRock 1-3 Year Gov Bond Idx CL 960.27-0.73
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Short Government5 year gross return5 year net return
BlackRock 1-3 Year Gov Bond Idx CL 61.191.09
BlackRock 1-3 Year Gov Bond Idx CL 81.191.07
BlackRock 1-3 Year Gov Bond Idx CL 311.200.84
BlackRock 1-3 Year Gov Bond Idx CL 461.190.69
BlackRock 1-3 Year Gov Bond Idx CL 661.200.50
BlackRock 1-3 Year Gov Bond Idx CL 961.220.21
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Mid-Cap Growth1 year gross return1 year net return
KAR Small-Mid Cap Core Cl 1-4.93-5.59
WTNA Mid Cap Growth Sel Fd Cl 0IM-8.45-8.50
WTNA Mid Cap Growth Sel Fd Cl R-8.46-8.97
WTNA Mid Cap Growth Sel Fd Cl 35-8.46-9.29
Voya Mid Cap Growth Trust Class 2-8.64-9.34
Wellington CIF II MdCap Opportunities-10.13-10.13
Hood River Small/Mid Cap Gr CITFounder's-9.95-10.40
Wellington CIF II MdCap Opportunities S2-10.13-10.55
Wellington CIF II MdCap Opportunities S3-10.13-10.61
Wellington CIF II MdCap Opportunities S1-10.10-10.71
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Mid-Cap Growth5 year gross return5 year net return
KAR Small-Mid Cap Core Cl 113.2312.44
Champlain Mid Cap Collective Fund Cl 410.3410.35
Invesco Mid Cap Growth Trust - C9.048.19
Voya Mid Cap Growth Trust Class 28.908.04
Invesco Mid Cap Growth A1n/a7.89
Invesco Mid Cap Growth Tr - In/a7.88
WTNA Mid Cap Growth Sel Fd Cl 0IM7.677.56
WTNA Mid Cap Growth Sel Fd Cl R7.567.01
WTNA Mid Cap Growth Sel Fd Cl 357.576.64
Wellington CIF II MdCap Opportunities6.296.29
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2011-20151 year gross return1 year net return
Fidelity Freedom Index 2015 Cmgld Pool Q-5.47-5.51
Fidelity Freedom Index 2015 Cmgld Pool Y-5.47-5.53
Fidelity Freedom Index 2015 Cmgld Pool S-5.46-5.54
Fidelity Freedom Index 2015 Cmgld Pool R-5.51-5.56
Fidelity Freedom Index 2015 Cmgld Pool T-5.51-5.58
Fidelity Freedom Blend 2015 Cmgld Pool S-5.73-5.94
Fidelity Freedom Blend 2015 Cmgld Pool T-5.75-5.94
Fidelity Freedom Blend 2015 Cmgld Pool R-5.74-5.96
Fidelity Freedom Blend 2015 Cmgld Pool Q-5.73-5.97
Fidelity Freedom Blend 2015 Cmgld Pool Y-5.73-6.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2011-20155 year gross return5 year net return
Fidelity Freedom Index 2015 Cmgld Pool Q4.034.01
Fidelity Freedom Index 2015 Cmgld Pool R4.064.01
Fidelity Freedom Index 2015 Cmgld Pool Y4.074.00
Fidelity Freedom Index 2015 Cmgld Pool T4.063.99
Fidelity Freedom Index 2015 Cmgld Pool S4.063.98
Fidelity Freedom Blend 2015 Cmgld Pool T4.213.97
Fidelity Freedom Blend 2015 Cmgld Pool S4.213.95
Fidelity Freedom Blend 2015 Cmgld Pool R4.213.91
Fidelity Freedom Blend 2015 Cmgld Pool Q4.213.89
Fidelity Freedom Blend 2015 Cmgld Pool Y4.223.87
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2026-20301 year gross return1 year net return
BNYM Newton SL SmartPath Trgt Dt 2030 T-5.67-5.66
BNYM Newton SL SmartPath TD2030 Fd-5.67-5.75
BNYM Newton SL SmartPath TD2030 Fd Instl-5.67-5.76
Fidelity Freedom Index 2030 Cmgld Pool T-6.51-6.58
Fidelity Freedom Index 2030 Cmgld Pool Y-6.52-6.58
Fidelity Freedom Index 2030 Cmgld Pool Q-6.55-6.59
Fidelity Freedom Index 2030 Cmgld Pool R-6.54-6.59
Fidelity Freedom Index 2030 Cmgld Pool S-6.55-6.62
Voya Target Solution 2030 Trust-6.39-6.76
Fidelity Freedom Blend 2030 Cmgld Pool Q-6.62-6.86
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2026-20305 year gross return5 year net return
BNYM Newton SL SmartPath Trgt Dt 2030 T5.615.57
Fidelity Freedom Blend 2030 Cmgld Pool T5.775.53
BNYM Newton SL SmartPath TD2030 Fd5.615.52
Fidelity Freedom Blend 2030 Cmgld Pool S5.775.50
Fidelity Freedom Blend 2030 Cmgld Pool R5.775.47
Fidelity Freedom Blend 2030 Cmgld Pool Q5.785.46
Fidelity Freedom Blend 2030 Cmgld Pool Y5.795.44
Fidelity Freedom Index 2030 Cmgld Pool Q5.455.44
Fidelity Freedom Index 2030 Cmgld Pool Y5.495.43
Fidelity Freedom Index 2030 Cmgld Pool R5.495.43
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Intermediate-Term Bond1 year gross return1 year net return
Invesco Intermediate Bond Trust - C-1.81-2.10
FIAM Broad Market Duration CIT-4.46-4.70
BlackRock U.S. Debt Index Fd CL 8-4.70-4.77
FIAM U.S. Bond Index CIT-4.78-4.81
BNYM Mellon DB SL Aggregate BIF-4.78-4.82
BNYM Mellon SL Aggregate BIF T-4.79-4.83
BNYM Mellon SL Aggregate BIF-4.79-4.83
BNYM Mellon NSL Aggregate BIF Instl-4.86-4.87
BNYM Mellon NSL Aggregate BIF UC1-4.86-4.91
BNYM Mellon SL Aggregate BIF UC2-4.79-4.94
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Intermediate-Term Bond5 year gross return5 year net return
FIAM Broad Market Duration CIT2.011.76
Invesco Intermediate Bond Trust - C1.871.56
Fort Washington Cor Pls Fxd Inc CIT Fdrs1.821.52
Wellington CIF II Core Bond S11.240.97
BNYM Mellon SL Aggregate BIF T0.920.90
BlackRock U.S. Debt Index Fd CL 80.980.90
BNYM Mellon DB SL Aggregate BIF0.920.87
BNYM Mellon SL Aggregate BIF0.920.87
FIAM U.S. Bond Index CIT0.890.86
BNYM Mellon NSL Aggregate BIF Instl0.850.83
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Long Government1 year gross return1 year net return
BNYM Mellon DB SL Long Term Govt BIF-15.90-15.93
BNYM Mellon DB NSL Long Term Govt BIF-15.91-15.95
NT LT Gov Bond Index Fund - NL - J-16.00-16.00
T. Rowe Price U.S. Treasury LT Idx Tr-Z-8.76-17.01
FIAM Long U.S. Treasury STRIPS Index CIT-26.57-26.59
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Long Government5 year gross return5 year net return
T. Rowe Price U.S. Treasury LT Idx Tr-Zn/a-0.16
BNYM Mellon DB SL Long Term Govt BIF-0.31-0.35
NT LT Gov Bond Index Fund - NL - J-0.37-0.37
BNYM Mellon DB NSL Long Term Govt BIF-0.36-0.42
FIAM Long U.S. Treasury STRIPS Index CIT-1.46-1.51
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


High Yield Bond1 year gross return1 year net return
Eaton Vance Multi-Asset Credit II CIT0.12-0.38
MacKay Shields High Yld Bond CIT 2-0.57-1.01
Eaton Vance EB High Yield I-1.90-2.31
BNYM Insight DB SL High Yield Beta Fund-2.78-3.02
Wellington CIF II Core High Yield S1-2.67-3.08
Mesirow High Yield CIT Fdrs-3.01-3.40
Mesirow High Yield CIT Class Ln/a-3.43
FIAM High Yield Bond CIT-4.94-5.41
BNYM Insight DB NSL Eff Bt Fallen Angels-5.42-5.75
Polen Total Return Credit I Composite-5.84-6.43
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


High Yield Bond5 year gross return5 year net return
MacKay Shields High Yld Bond CIT 2n/a4.05
BNYM Insight DB SL High Yield Beta Fund3.613.35
Eaton Vance EB High Yield I3.683.25
Wellington CIF II Core High Yield S13.483.06
FIAM High Yield Bond CIT2.451.94
Polen Total Return Credit I Composite2.211.59
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Mid-Cap Value1 year gross return1 year net return
Speece Thorson Value Fund1.040.07
Wellington CIF II Mid Cap Value S1-5.55-5.55
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Mid-Cap Value5 year gross return5 year net return
Speece Thorson Value Fund10.379.32
Wellington CIF II Mid Cap Value S1n/a8.09
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


World Allocation1 year gross return1 year net return
Wellington Opportunistic Investment0.12-0.98
Wellington CIF II Divers Inflation Hge-1.04-1.07
Global Risk Premium - Low Volatility-7.09-7.46
Invesco Global Asset Allocation Tr - C-8.25-8.71
Global Risk Premium - Mod Volatility-9.06-9.50
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


World Allocation5 year gross return5 year net return
Wellington CIF II Divers Inflation Hge8.197.98
Wellington Opportunistic Investmentn/a3.94
Global Risk Premium - Low Volatility2.652.24
Global Risk Premium - Mod Volatility2.732.24
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Foreign Large Value1 year gross return1 year net return
Causeway International Value Eq CIT 213.0512.37
Wellington CIF International Contra Val5.696.04
Brandes International Equity Fd CL 75.895.44
International Fundamental Value CL 16.155.42
Harris Assoc. Oakmark Intl Col Fd Cl 35.184.41
Harris Assoc. Oakmark Intl Col Fd Cl B5.104.35
LSV Asset Mgt Intl Lg Cap Val Eq Trust0.50-0.26
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Foreign Large Value5 year gross return5 year net return
Wellington CIF International Contra Val4.163.76
Brandes International Equity Fd CL 74.033.47
International Fundamental Value CL 1n/a2.71
LSV Asset Mgt Intl Lg Cap Val Eq Trust2.431.67
Harris Assoc. Oakmark Intl Col Fd Cl 3n/a1.42
Harris Assoc. Oakmark Intl Col Fd Cl Bn/a1.39
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Small Value1 year gross return1 year net return
Brandywine Diversified Small Cap GT-3.44-4.21
Brandywine Diversified Sm Cap Select BIT-5.38-6.14
Wellington CIF II Small Cap Value S1-5.67-6.49
NT Col Quality SC Val Fd- NL - 3n/a-7.10
BlackRock Russell 2000® Val Idx Fd CL 8-12.78-12.90
BlackRock Russell 2000® Val Idx Fd CL 31-12.78-13.10
BlackRock Russell 2000® Val Idx Fd CL 46-12.78-13.23
BlackRock Russell 2000® Val Idx Fd CL 66-12.78-13.40
BlackRock Russell 2000® Val Idx Fd CL 96-12.78-13.66
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Small Value5 year gross return5 year net return
Brandywine Diversified Sm Cap Select BIT6.345.49
Wellington CIF II Small Cap Value S1n/a5.05
BlackRock Russell 2000® Val Idx Fd CL 84.654.51
Brandywine Diversified Small Cap GT5.224.38
BlackRock Russell 2000® Val Idx Fd CL 314.654.27
NT Col Quality SC Val Fd- NL - 3n/a4.18
BlackRock Russell 2000® Val Idx Fd CL 464.664.12
BlackRock Russell 2000® Val Idx Fd CL 664.663.92
BlackRock Russell 2000® Val Idx Fd CL 964.693.63
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Mid-Cap Value1 year gross return1 year net return
Speece Thorson Value Fund1.040.07
Wellington CIF II Mid Cap Value S1-5.55-5.55
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Mid-Cap Value5 year gross return5 year net return
Speece Thorson Value Fund10.379.32
Wellington CIF II Mid Cap Value S1n/a8.09
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Retirement Income1 year gross return1 year net return
Fidelity Freedom Index Inc Cmgld Pool Q-3.75-3.79
Fidelity Freedom Index Inc Cmgld Pool Y-3.74-3.79
Fidelity Freedom Index Inc Cmgld Pool T-3.73-3.79
Fidelity Freedom Index Inc Cmgld Pool R-3.74-3.79
Fidelity Freedom Index Inc Cmgld Pool S-3.72-3.80
Fidelity Freedom Blend Inc Cmgld Pool S-4.04-4.26
Fidelity Freedom Blend Inc Cmgld Pool T-4.13-4.32
Fidelity Freedom Blend Inc Cmgld Pool Q-4.10-4.34
Fidelity Freedom Blend Inc Cmgld Pool R-4.11-4.34
Fidelity Freedom Blend Inc Cmgld Pool W-4.04-4.36
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Retirement Income5 year gross return5 year net return
BNYM Newton SL SmartPath Ret Inc Fd Cl T3.523.48
BNYM Newton SL SmartPath RetInc Fd Instl3.523.45
BNYM Newton SL SmartPath RetInc Fd3.523.43
Voya Target Solution Income Trust3.803.40
Fidelity Freedom Index Inc Cmgld Pool Q2.672.65
Fidelity Freedom Index Inc Cmgld Pool Y2.702.64
Fidelity Freedom Index Inc Cmgld Pool R2.692.64
Fidelity Freedom Index Inc Cmgld Pool T2.712.63
Fidelity Freedom Index Inc Cmgld Pool S2.702.62
Fidelity Freedom Blend Inc Cmgld Pool T2.722.48
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Short-Term Bond1 year gross return1 year net return
FIAM Short Duration CIT0.690.49
BNYM Mellon NSL 1-3 Yr G/C BIF Instl0.250.23
BNYM Mellon SL 1-3 Yr G/C BIF0.270.21
Lord Abbett Short Dur Cred Tr II Fdrs0.18-0.04
Voya Short Duration High Quality Trust-0.44-0.77
FIAM Intermediate Duration CIT Cl D-1.72-1.97
FIAM Intermediate Duration CIT-1.74-1.98
BrandywineGLOBAL US Fxd Inc CIT CL V1-3.94-4.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Short-Term Bond5 year gross return5 year net return
FIAM Intermediate Duration CIT1.861.61
FIAM Short Duration CIT1.601.40
Voya Short Duration High Quality Trust1.671.33
BNYM Mellon NSL 1-3 Yr G/C BIF Instl1.231.21
BNYM Mellon SL 1-3 Yr G/C BIF1.261.20
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Large Value1 year gross return1 year net return
BNYM Newton NSL US Dynamic LC Value UC10.450.45
BNYM Newton PE NSL US Dyn Large Cap Val0.350.35
AB US Strategic Value CT V-0.09-1.34
Large Cap Value Fund CL R3-1.13-1.85
Voya Large Cap Value Trust-2.19-2.82
Invesco Diversified Dividend Trust - I-3.82-4.12
Wellington CIF II Research Value-4.19-4.15
Harris Assoc. Oakmark Collective Fd Cl 1-3.86-4.43
Pioneer Large Cap Value Port CL R-4.67-4.74
Barrow Hanley Lrg Cap Value CIT Fundr CL-4.76-5.10
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Large Value5 year gross return5 year net return
Seizert Large Cap Value Equity11.4711.62
BNYM Newton NSL US Dynamic LC Value UC111.5611.30
BNYM Newton PE NSL US Dyn Large Cap Val11.1410.88
Harris Assoc. Oakmark Collective Fd Cl 1n/a9.88
Voya Large Cap Value Trust10.219.50
Eaton Vance Large Cap Val CIT9.568.97
Diamond Hill Large Cap Portfolio CL R29.138.56
Wellington CIF II Quality Value8.398.39
Wellington CIF II Quality Value S1n/a7.93
Wellington CIF II Research Valuen/a7.78
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Foreign Small/Mid Growth1 year gross return1 year net return
Invesco International Small-Mid Tr - B1n/a-9.51
Invesco International Small-Mid Cap - A1-8.82-9.56
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Mid-Cap Blend1 year gross return1 year net return
BNYM Mellon SL Mid Cap SIF T-5.04-5.04
BNYM Mellon SL Mid Cap SIF Instl-5.04-5.06
BNYM Mellon DB SL Mid Cap SIF-5.03-5.07
BNYM Mellon SL Mid Cap SIF-5.04-5.08
BNYM Mellon NSL Mid Cap SIF Instl-5.10-5.12
BlackRock Mid Cap Equity Idx Fund CL 0-5.12-5.12
BNYM Mellon SL Mid Cap SIF UC2-5.04-5.15
BNYM Mellon NSL Mid Cap SIF-5.10-5.16
BNYM Mellon DB NSL Mid Cap SIF-5.12-5.18
BlackRock Mid Cap Equity Idx Fund CL 8-5.12-5.20
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Mid-Cap Blend5 year gross return5 year net return
BlackRock Mid Cap Equity Idx Fund CL 07.717.71
BNYM Mellon SL Mid Cap SIF Instln/a7.71
BNYM Mellon DB SL Mid Cap SIF7.757.71
BNYM Mellon SL Mid Cap SIF T7.737.70
BNYM Mellon SL Mid Cap SIF7.737.69
BNYM Mellon NSL Mid Cap SIF Instl7.707.68
BNYM Mellon NSL Mid Cap SIF7.707.64
BNYM Mellon DB NSL Mid Cap SIF7.687.61
BNYM Mellon SL Mid Cap SIF UC27.717.61
BlackRock Mid Cap Equity Idx Fund CL 87.717.60
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Long Government1 year gross return1 year net return
BNYM Mellon DB SL Long Term Govt BIF-15.90-15.93
BNYM Mellon DB NSL Long Term Govt BIF-15.91-15.95
NT LT Gov Bond Index Fund - NL - J-16.00-16.00
T. Rowe Price U.S. Treasury LT Idx Tr-Z-8.76-17.01
FIAM Long U.S. Treasury STRIPS Index CIT-26.57-26.59
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Long Government5 year gross return5 year net return
T. Rowe Price U.S. Treasury LT Idx Tr-Zn/a-0.16
BNYM Mellon DB SL Long Term Govt BIF-0.31-0.35
NT LT Gov Bond Index Fund - NL - J-0.37-0.37
BNYM Mellon DB NSL Long Term Govt BIF-0.36-0.42
FIAM Long U.S. Treasury STRIPS Index CIT-1.46-1.51
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Multisector Bond1 year gross return1 year net return
Invesco Active Multi-Sector Cr Tr - II-1.56-1.88
Voya Securitized Credit Tr Fd Sh Cl 3-3.70-3.96
Pioneer Multi-Sector Fixed Income CL R-4.05-4.13
FIAM Tactical Bond CIT-3.80-4.15
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Real Estate1 year gross return1 year net return
BNYM Mellon SL REIT Index Fund-21.02-17.29
Invesco Equity Real Estate Sec Tr - C-17.16-17.79
Wilmington Trust Franklin RE Secs CL 0-19.02-19.03
FIAM U.S. Real Estate Investment Tr CIT-18.99-19.56
Spartan Real Estate Index Pool-20.03-20.03
BNYM Mellon NSL REIT Index Fund Instl-20.93-20.96
BNYM Mellon NSL REIT Index Fund-20.93-21.01
BNYM Mellon SL REIT Index Fund T-21.02-21.10
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Real Estate5 year gross return5 year net return
FIAM U.S. Real Estate Investment Tr CIT6.756.01
BNYM Mellon SL REIT Index Fund4.605.50
Invesco Equity Real Estate Sec Tr - C5.614.82
BNYM Mellon NSL REIT Index Fund Instl4.614.58
BNYM Mellon SL REIT Index Fund T4.604.57
BNYM Mellon NSL REIT Index Fund4.614.51
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Mid-Cap Blend1 year gross return1 year net return
BNYM Mellon SL Mid Cap SIF T-5.04-5.04
BNYM Mellon SL Mid Cap SIF Instl-5.04-5.06
BNYM Mellon DB SL Mid Cap SIF-5.03-5.07
BNYM Mellon SL Mid Cap SIF-5.04-5.08
BNYM Mellon NSL Mid Cap SIF Instl-5.10-5.12
BlackRock Mid Cap Equity Idx Fund CL 0-5.12-5.12
BNYM Mellon SL Mid Cap SIF UC2-5.04-5.15
BNYM Mellon NSL Mid Cap SIF-5.10-5.16
BNYM Mellon DB NSL Mid Cap SIF-5.12-5.18
BlackRock Mid Cap Equity Idx Fund CL 8-5.12-5.20
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Mid-Cap Blend5 year gross return5 year net return
BlackRock Mid Cap Equity Idx Fund CL 07.717.71
BNYM Mellon SL Mid Cap SIF Instln/a7.71
BNYM Mellon DB SL Mid Cap SIF7.757.71
BNYM Mellon SL Mid Cap SIF T7.737.70
BNYM Mellon SL Mid Cap SIF7.737.69
BNYM Mellon NSL Mid Cap SIF Instl7.707.68
BNYM Mellon NSL Mid Cap SIF7.707.64
BNYM Mellon DB NSL Mid Cap SIF7.687.61
BNYM Mellon SL Mid Cap SIF UC27.717.61
BlackRock Mid Cap Equity Idx Fund CL 87.717.60
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Foreign Large Blend1 year gross return1 year net return
BNYM Newton PE NSL International Eq Fd0.660.66
BlackRock EAFE Equity Index Fund CL 00.280.28
NT EAFE Index Fund - NL0.200.20
BlackRock EAFE Equity Index Fund CL 80.280.18
BNYM Mellon SL International SIF T0.01n/a
BNYM Mellon SL International SIF0.01-0.05
Altrinsic International Equity Collectiv-0.06-0.06
BlackRock EAFE Equity Index Fund CL 310.28-0.06
Spartan International Index Pool-0.17-0.17
BlackRock EAFE Equity Index Fund CL 460.28-0.20
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Foreign Large Blend5 year gross return5 year net return
Lazard/Wilmington ACW Ex-US Eq Adv Fd0IM4.594.40
FIAM Select International CIT4.794.25
Spartan Developed International Idx Pl4.104.10
Altrinsic International Equity Collectiv3.994.04
FIAM International Growth CIT4.584.01
BNYM Mellon DB SL International SIF3.993.93
BlackRock EAFE Equity Index Fund CL 03.903.90
BNYM Mellon SL International SIF T3.953.90
BNYM Mellon SL International SIF3.953.89
NT EAFE Index Fund - NL3.873.87
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Short-Term Bond1 year gross return1 year net return
FIAM Short Duration CIT0.690.49
BNYM Mellon NSL 1-3 Yr G/C BIF Instl0.250.23
BNYM Mellon SL 1-3 Yr G/C BIF0.270.21
Lord Abbett Short Dur Cred Tr II Fdrs0.18-0.04
Voya Short Duration High Quality Trust-0.44-0.77
FIAM Intermediate Duration CIT Cl D-1.72-1.97
FIAM Intermediate Duration CIT-1.74-1.98
BrandywineGLOBAL US Fxd Inc CIT CL V1-3.94-4.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Short-Term Bond5 year gross return5 year net return
FIAM Intermediate Duration CIT1.861.61
FIAM Short Duration CIT1.601.40
Voya Short Duration High Quality Trust1.671.33
BNYM Mellon NSL 1-3 Yr G/C BIF Instl1.231.21
BNYM Mellon SL 1-3 Yr G/C BIF1.261.20
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Large Blend1 year gross return1 year net return
Glenmede Quantitative US Lrg Cp Gr Eq On/a-4.24
WTNA Large Cap Core Sel Fd Cl 0IM-6.26-6.30
WTNA Large Cap Core Sel Fd Cl 60-6.32-7.32
IBEW-NECA EQUITY INDEX FUND-7.71-7.73
BNYM Mellon SL SIF Instl-7.73-7.73
Spartan 500 Index Pool-7.74-7.74
BNYM Mellon AFL-CIO SL SIF Instl-7.78-7.74
BNYM Mellon SL SIF T-7.73-7.74
ASB Labor Equity Index Fund-7.73-7.74
BNYM Mellon NSL SIF Instl-7.74-7.75
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Large Blend5 year gross return5 year net return
BNYM Mellon SL SIF T11.2011.19
Spartan 500 Index Pool11.1911.19
BNYM Mellon SL SIF Instl11.2011.19
BNYM Mellon NSL SIF Instl11.2011.18
Spartan 500 Index Pool E11.1911.17
Spartan 500 Index Pool D11.1911.17
Spartan 500 Index Pool C11.1811.16
BNYM Mellon SL SIF11.2011.16
BNYM Mellon DB SL SIF11.2011.15
IBEW-NECA EQUITY INDEX FUND11.1711.15
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Small Growth1 year gross return1 year net return
RHJ SMID Cap Opportunities CIT-6.47-7.12
Voya Small Cap Growth Trust-7.70-8.52
Wasatch Core Growth CIT A-9.40-10.16
BlackRock Russell 2000® Growth Idx CL 8-10.36-10.48
BlackRock Russell 2000® Growth Idx CL 31-10.36-10.68
BlackRock Russell 2000® Growth Idx CL 46-10.36-10.82
Wellington CIF II SMID Cap Research S1-10.88-10.88
BlackRock Russell 2000® Growth Idx CL 66-10.36-11.00
Wellington CIF II Small Cap 2000 S1-10.31-11.06
BlackRock Russell 2000® Growth Idx CL 96-10.36-11.27
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Small Growth5 year gross return5 year net return
Wellington CIF II SMID Cap Research S1n/a8.92
Wellington CIF II Small Cap 2000 S18.867.93
BlackRock Russell 2000® Growth Idx CL 84.394.25
BlackRock Russell 2000® Growth Idx CL 314.394.02
BlackRock Russell 2000® Growth Idx CL 464.403.87
BlackRock Russell 2000® Growth Idx CL 664.403.66
BlackRock Russell 2000® Growth Idx CL 964.433.38
Voya Small Cap Growth Trust3.792.86
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Long-Term Bond1 year gross return1 year net return
FIAM 8-10 Year Corporate Bond CIT-5.75-5.98
BNYM Mellon DB SL Long Term Credit BIF-11.21-11.28
FIAM Long Corporate CIT-12.04-12.26
Legal & General Long Liability Corp CIT-12.77-12.82
Wellington CIF II Long Bond-13.67-13.64
FIAM Long Duration CIT-13.60-13.81
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Long-Term Bond5 year gross return5 year net return
FIAM 8-10 Year Corporate Bond CIT2.181.93
Legal & General Long Liability Corp CIT1.351.33
FIAM Long Duration CIT1.451.20
BNYM Mellon DB SL Long Term Credit BIF1.161.09
Wellington CIF II Long Bondn/a1.01
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Foreign Small/Mid Value1 year gross return1 year net return
Kopernik Global All-Cap CIT 2-4.79-5.64
Kopernik Global All-Cap CIT 1-4.81-5.70
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


High Yield Bond1 year gross return1 year net return
Eaton Vance Multi-Asset Credit II CIT0.12-0.38
MacKay Shields High Yld Bond CIT 2-0.57-1.01
Eaton Vance EB High Yield I-1.90-2.31
BNYM Insight DB SL High Yield Beta Fund-2.78-3.02
Wellington CIF II Core High Yield S1-2.67-3.08
Mesirow High Yield CIT Fdrs-3.01-3.40
Mesirow High Yield CIT Class Ln/a-3.43
FIAM High Yield Bond CIT-4.94-5.41
BNYM Insight DB NSL Eff Bt Fallen Angels-5.42-5.75
Polen Total Return Credit I Composite-5.84-6.43
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


High Yield Bond5 year gross return5 year net return
MacKay Shields High Yld Bond CIT 2n/a4.05
BNYM Insight DB SL High Yield Beta Fund3.613.35
Eaton Vance EB High Yield I3.683.25
Wellington CIF II Core High Yield S13.483.06
FIAM High Yield Bond CIT2.451.94
Polen Total Return Credit I Composite2.211.59
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Mid-Cap Growth1 year gross return1 year net return
KAR Small-Mid Cap Core Cl 1-4.93-5.59
WTNA Mid Cap Growth Sel Fd Cl 0IM-8.45-8.50
WTNA Mid Cap Growth Sel Fd Cl R-8.46-8.97
WTNA Mid Cap Growth Sel Fd Cl 35-8.46-9.29
Voya Mid Cap Growth Trust Class 2-8.64-9.34
Wellington CIF II MdCap Opportunities-10.13-10.13
Hood River Small/Mid Cap Gr CITFounder's-9.95-10.40
Wellington CIF II MdCap Opportunities S2-10.13-10.55
Wellington CIF II MdCap Opportunities S3-10.13-10.61
Wellington CIF II MdCap Opportunities S1-10.10-10.71
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Mid-Cap Growth5 year gross return5 year net return
KAR Small-Mid Cap Core Cl 113.2312.44
Champlain Mid Cap Collective Fund Cl 410.3410.35
Invesco Mid Cap Growth Trust - C9.048.19
Voya Mid Cap Growth Trust Class 28.908.04
Invesco Mid Cap Growth A1n/a7.89
Invesco Mid Cap Growth Tr - In/a7.88
WTNA Mid Cap Growth Sel Fd Cl 0IM7.677.56
WTNA Mid Cap Growth Sel Fd Cl R7.567.01
WTNA Mid Cap Growth Sel Fd Cl 357.576.64
Wellington CIF II MdCap Opportunities6.296.29
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2021-20251 year gross return1 year net return
BNYM Newton SL SmartPath Trgt Dt 2025 T-5.28-5.29
BNYM Newton SL SmartPath TD2025 Fd Instl-5.28-5.35
BNYM Newton SL SmartPath TD2025 Fd-5.28-5.37
Fidelity Freedom Index 2025 Cmgld Pool Q-6.53-6.57
Fidelity Freedom Index 2025 Cmgld Pool R-6.52-6.57
Fidelity Freedom Index 2025 Cmgld Pool Y-6.53-6.59
Voya Target Solution 2025 Trust-6.25-6.61
Fidelity Freedom Index 2025 Cmgld Pool T-6.57-6.63
Fidelity Freedom Index 2025 Cmgld Pool S-6.56-6.63
Fidelity Freedom Blend 2025 Cmgld Pool T-6.68-6.87
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2021-20255 year gross return5 year net return
BNYM Newton SL SmartPath Trgt Dt 2025 T5.195.15
BNYM Newton SL SmartPath TD2025 Fd5.195.10
BNYM Newton SL SmartPath TD2025 Fd Instl5.195.03
Fidelity Freedom Blend 2025 Cmgld Pool T5.154.90
Fidelity Freedom Index 2025 Cmgld Pool Q4.894.87
Fidelity Freedom Blend 2025 Cmgld Pool S5.144.87
Fidelity Freedom Index 2025 Cmgld Pool R4.924.87
Fidelity Freedom Index 2025 Cmgld Pool Y4.914.85
Fidelity Freedom Index 2025 Cmgld Pool T4.924.84
Fidelity Freedom Index 2025 Cmgld Pool S4.924.83
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Emerging Markets Bond1 year gross return1 year net return
Capital Group EM Debt (Broad) DC Unit T-0.89-1.49
Capital Group EM Debt (Broad) DB Fund-0.98-1.57
Wellington CIF II Opportunistic EM Dbt-5.16-5.16
Wellington CIF II Opportunistic EM DbtS1-5.16-5.68
FIAM Emerging Market Debt CIT-5.99-6.60
TCW Emerging Markets Fixed Income Cl B-8.58-9.05
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Emerging Markets Bond5 year gross return5 year net return
Wellington CIF II Opportunistic EM Dbt0.200.20
Wellington CIF II Opportunistic EM DbtS1n/a-0.35
Capital Group EM Debt (Broad) DB Fund0.14-0.45
Capital Group EM Debt (Broad) DC Unit T0.13-0.47
TCW Emerging Markets Fixed Income Cl B-0.93-1.50
FIAM Emerging Market Debt CIT-1.06-1.71
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2031-20351 year gross return1 year net return
BNYM Newton SL SmartPath Trgt Dt 2035 T-5.93-6.01
BNYM Newton SL SmartPath TD2035 Fd-5.93-6.01
BNYM Newton SL SmartPath TD2035 Fd Instl-5.93-6.02
Fidelity Freedom Index 2035 Cmgld Pool Q-6.84-6.88
Fidelity Freedom Index 2035 Cmgld Pool R-6.84-6.88
Fidelity Freedom Index 2035 Cmgld Pool T-6.82-6.88
Fidelity Freedom Index 2035 Cmgld Pool Y-6.82-6.88
Fidelity Freedom Index 2035 Cmgld Pool S-6.81-6.89
Voya Target Solution 2035 Trust-6.53-6.90
Fidelity Freedom Blend 2035 Cmgld Pool T-6.90-7.08
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2031-20355 year gross return5 year net return
Fidelity Freedom Blend 2035 Cmgld Pool T6.706.45
Fidelity Freedom Blend 2035 Cmgld Pool S6.706.43
Fidelity Freedom Blend 2035 Cmgld Pool R6.696.39
Fidelity Freedom Blend 2035 Cmgld Pool Q6.716.38
Fidelity Freedom Blend 2035 Cmgld Pool Y6.696.34
Fidelity Freedom Blend 2035 Cmgld Pool X6.696.31
Fidelity Freedom Index 2035 Cmgld Pool Q6.326.30
Fidelity Freedom Index 2035 Cmgld Pool R6.346.29
Fidelity Freedom Index 2035 Cmgld Pool T6.366.28
Fidelity Freedom Index 2035 Cmgld Pool Y6.346.28
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Large Value1 year gross return1 year net return
BNYM Newton NSL US Dynamic LC Value UC10.450.45
BNYM Newton PE NSL US Dyn Large Cap Val0.350.35
AB US Strategic Value CT V-0.09-1.34
Large Cap Value Fund CL R3-1.13-1.85
Voya Large Cap Value Trust-2.19-2.82
Invesco Diversified Dividend Trust - I-3.82-4.12
Wellington CIF II Research Value-4.19-4.15
Harris Assoc. Oakmark Collective Fd Cl 1-3.86-4.43
Pioneer Large Cap Value Port CL R-4.67-4.74
Barrow Hanley Lrg Cap Value CIT Fundr CL-4.76-5.10
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Large Value5 year gross return5 year net return
Seizert Large Cap Value Equity11.4711.62
BNYM Newton NSL US Dynamic LC Value UC111.5611.30
BNYM Newton PE NSL US Dyn Large Cap Val11.1410.88
Harris Assoc. Oakmark Collective Fd Cl 1n/a9.88
Voya Large Cap Value Trust10.219.50
Eaton Vance Large Cap Val CIT9.568.97
Diamond Hill Large Cap Portfolio CL R29.138.56
Wellington CIF II Quality Value8.398.39
Wellington CIF II Quality Value S1n/a7.93
Wellington CIF II Research Valuen/a7.78
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Foreign Large Growth1 year gross return1 year net return
Invesco EQV International Equity Tr - I1.360.75
Capital Group Intl Equity DC Unit T0.40-0.31
Capital Group Int'l Equity DB Fund-0.69-1.39
Hardman Johnston Intl Equity Group Trust-1.40-2.06
Capital Group Intl All Countries Eq DB-2.21-2.83
Capital Group Intl All Countries Eq DC-T-2.22-2.91
Invesco International Select Eq Tr - F-4.97-5.45
William Blair International Growth CIT-7.79-8.55
International Leaders CIT Class I-8.65-8.63
Wellington CIF II Intl Qual Gr S2-9.95-9.95
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Foreign Large Growth5 year gross return5 year net return
International Leaders CIT Class I5.575.57
Hardman Johnston Intl Equity Group Trust6.015.33
Capital Group Int'l Equity DB Fund6.025.29
Capital Group Intl Equity DC Unit T5.905.16
Invesco EQV International Equity Tr - I4.613.99
William Blair International Growth CIT4.793.93
Wellington CIF II Intl Qual Gr S1n/a3.87
Capital Group Intl All Countries Eq DB4.473.77
Capital Group Intl All Countries Eq DC-T4.453.72
Wellington CIF II Intl Qual Gr S2n/a3.17
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Small Growth1 year gross return1 year net return
RHJ SMID Cap Opportunities CIT-6.47-7.12
Voya Small Cap Growth Trust-7.70-8.52
Wasatch Core Growth CIT A-9.40-10.16
BlackRock Russell 2000® Growth Idx CL 8-10.36-10.48
BlackRock Russell 2000® Growth Idx CL 31-10.36-10.68
BlackRock Russell 2000® Growth Idx CL 46-10.36-10.82
Wellington CIF II SMID Cap Research S1-10.88-10.88
BlackRock Russell 2000® Growth Idx CL 66-10.36-11.00
Wellington CIF II Small Cap 2000 S1-10.31-11.06
BlackRock Russell 2000® Growth Idx CL 96-10.36-11.27
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Small Growth5 year gross return5 year net return
Wellington CIF II SMID Cap Research S1n/a8.92
Wellington CIF II Small Cap 2000 S18.867.93
BlackRock Russell 2000® Growth Idx CL 84.394.25
BlackRock Russell 2000® Growth Idx CL 314.394.02
BlackRock Russell 2000® Growth Idx CL 464.403.87
BlackRock Russell 2000® Growth Idx CL 664.403.66
BlackRock Russell 2000® Growth Idx CL 964.433.38
Voya Small Cap Growth Trust3.792.86
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Large Growth1 year gross return1 year net return
BNYM Newton NSL US Large Cap Grwth Eq Fd-14.44-3.69
Wellington CIF US Research Equity-7.88-7.88
WTNA Large Cap Growth Sel Fd Cl 0IM-8.17-8.21
Wellington CIF II Large Cap Research Eq-8.24-8.29
Capital Group U.S. Equity DC Unit T-9.04-9.50
Eaton Vance EB Large Cap Growth I-9.64-10.07
Capital Group U.S. Equity DB Fund-9.05-10.36
Janus H US Research Gr Equity CF C-III-10.24-10.60
Spartan Large Cap Growth Index Pool-10.90-10.90
Wellington CIF II Growth-14.45-14.45
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Large Growth5 year gross return5 year net return
BNYM Newton NSL US Large Cap Grwth Eq Fd12.5114.93
Spartan Large Cap Growth Index Pool13.6613.66
Wellington CIF II Growth12.1612.16
WTNA Large Cap Growth Sel Fd Cl 0IM11.8811.79
Wellington CIF II Growth S212.1611.67
Wellington CIF II Large Cap Research Eqn/a11.12
Wellington CIF US Research Equity11.0711.07
Eaton Vance EB Large Cap Growth I11.6011.04
Janus H US Research Gr Equity CF C-III11.0410.57
Capital Group U.S. Equity DC Unit T10.8310.28
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2036-20401 year gross return1 year net return
BNYM Newton SL SmartPath Trgt Dt 2040 T-6.18-6.18
BNYM Newton SL SmartPath TD2040 Fd Instl-6.18-6.25
BNYM Newton SL SmartPath TD2040 Fd-6.18-6.27
Voya Target Solution 2040 Trust-6.54-6.91
Fidelity Freedom Index 2040 Cmgld Pool R-7.02-7.07
Fidelity Freedom Index 2040 Cmgld Pool Q-7.07-7.11
Fidelity Freedom Index 2040 Cmgld Pool Y-7.05-7.11
Fidelity Freedom Index 2040 Cmgld Pool T-7.08-7.15
Fidelity Freedom Index 2040 Cmgld Pool S-7.07-7.15
Fidelity Freedom Blend 2040 Cmgld Pool R-7.08-7.29
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2036-20405 year gross return5 year net return
Fidelity Freedom Blend 2040 Cmgld Pool T7.277.02
Fidelity Freedom Blend 2040 Cmgld Pool S7.277.00
Fidelity Freedom Blend 2040 Cmgld Pool R7.276.96
Fidelity Freedom Blend 2040 Cmgld Pool Q7.276.93
Fidelity Freedom Blend 2040 Cmgld Pool Y7.286.92
Fidelity Freedom Index 2040 Cmgld Pool R6.966.90
Fidelity Freedom Index 2040 Cmgld Pool Q6.926.90
Fidelity Freedom Blend 2040 Cmgld Pool X7.276.89
Fidelity Freedom Index 2040 Cmgld Pool Y6.966.89
Fidelity Freedom Index 2040 Cmgld Pool T6.956.88
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


World Bond1 year gross return1 year net return
Wellington CIF II World Bond S20.850.43
Brandywine Global Fixed Income BIT-9.03-9.53
Brandywine Global Opportun Fxd BGIMT-10.11-10.61
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


World Bond5 year gross return5 year net return
Wellington CIF II World Bond S21.921.51
Brandywine Global Opportun Fxd BGIMT-1.18-1.72
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Short Government1 year gross return1 year net return
BlackRock 1-3 Year Gov Bond Idx CL 60.270.16
BlackRock 1-3 Year Gov Bond Idx CL 80.260.14
BlackRock 1-3 Year Gov Bond Idx CL 310.27-0.08
BlackRock 1-3 Year Gov Bond Idx CL 460.26-0.24
BlackRock 1-3 Year Gov Bond Idx CL 660.26-0.45
BlackRock 1-3 Year Gov Bond Idx CL 960.27-0.73
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Short Government5 year gross return5 year net return
BlackRock 1-3 Year Gov Bond Idx CL 61.191.09
BlackRock 1-3 Year Gov Bond Idx CL 81.191.07
BlackRock 1-3 Year Gov Bond Idx CL 311.200.84
BlackRock 1-3 Year Gov Bond Idx CL 461.190.69
BlackRock 1-3 Year Gov Bond Idx CL 661.200.50
BlackRock 1-3 Year Gov Bond Idx CL 961.220.21
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Stable Value1 year gross return1 year net return
Putnam Stable Value Fund: Gross2.852.84
Putnam Stable Value Fund: 10bps2.852.75
Putnam Stable Value Fund: 15bps2.852.69
Putnam Stable Value Fund: 20bps2.852.64
Putnam Stable Value Fund: 25bps2.852.59
Putnam Stable Value Fund: 35bps2.852.49
MissionSquare PLUS Fund Gross2.452.45
Putnam Stable Value Fund: 45bps2.852.38
Galliard Stable Return Fund Core2.312.33
Putnam Stable Value Fund: 50bps2.852.33
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Stable Value5 year gross return5 year net return
Putnam Stable Value Fund: Gross2.642.64
Putnam Stable Value Fund: 10bps2.642.54
Putnam Stable Value Fund: 15bps2.642.48
MissionSquare PLUS Fund Gross2.482.48
Putnam Stable Value Fund: 20bps2.642.43
Putnam Stable Value Fund: 25bps2.642.38
Galliard Stable Return Fund Core2.272.30
Putnam Stable Value Fund: 35bps2.642.28
MissionSquare PLUS Fund R13n/a2.22
Putnam Stable Value Fund: 45bps2.642.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Bank Loan1 year gross return1 year net return
FIAM Floating Rate High Income CIT3.232.72
Voya Senior Loan Trust1.110.51
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Bank Loan5 year gross return5 year net return
FIAM Floating Rate High Income CIT4.053.53
Voya Senior Loan Trust2.962.35
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Multisector Bond1 year gross return1 year net return
Invesco Active Multi-Sector Cr Tr - II-1.56-1.88
Voya Securitized Credit Tr Fd Sh Cl 3-3.70-3.96
Pioneer Multi-Sector Fixed Income CL R-4.05-4.13
FIAM Tactical Bond CIT-3.80-4.15
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Moderate Allocation1 year gross return1 year net return
Wellington CIF II Balanced Real Asset S1-1.13-1.63
Lazard/Wilmington CapAlloc Mgd Gl Dsfd 2-5.66-6.43
Lazard/Wilmington CapAlloc Mgd Gl Dsfd 1-5.73-6.43
Income & Growth ETF Fund CL 35-6.43-6.57
Income & Growth ETF Fund CL 60-6.43-6.80
Income & Growth ETF Fund CL 75-6.43-6.94
Income & Growth ETF Fund CL 95-6.43-7.13
FIAM Pension Journey 70/30 CIT-10.05-10.39
FIAM Pension Journey 60/40 CIT-10.70-11.03
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Moderate Allocation5 year gross return5 year net return
Wellington CIF II Balanced Real Asset S16.916.37
FIAM Pension Journey 70/30 CIT4.924.52
FIAM Pension Journey 60/40 CIT4.374.06
Lazard/Wilmington CapAlloc Mgd Gl Dsfd 13.943.17
Lazard/Wilmington CapAlloc Mgd Gl Dsfd 23.953.11
Income & Growth ETF Fund CL 353.203.07
Income & Growth ETF Fund CL 603.202.81
Income & Growth ETF Fund CL 753.202.66
Income & Growth ETF Fund CL 953.202.45
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Small Blend1 year gross return1 year net return
WTNA Small Cap Value Sel Fd Cl 0IM-3.71-3.76
WTNA Small Cap Value Sel Fd Cl R-3.73-4.24
Wellington CIF II Small Cap Opps-5.62-6.34
Mesirow Fncl SMID Cap Val Eq CIT Fdrs-7.10-7.52
Voya Small Cap Core Trust-7.53-8.17
FIAM Small Company CIT Cl B-8.66-9.20
FIAM Small Company CIT-8.67-9.40
BNYM Mellon NSL Smid Cap SIF Instl-10.33-10.35
BNYM Mellon NSL Smid Cap SIF UC1-10.33-10.39
Rothschild & Co US Small/Mid-Cap Fund-10.09-10.85
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Small Blend5 year gross return5 year net return
Wellington CIF II Small Cap Oppsn/a8.32
FIAM Small Company CIT Cl B8.217.55
FIAM Small Company CIT8.217.35
BNYM Mellon NSL Smid Cap SIF Instl6.706.67
WTNA Small Cap Value Sel Fd Cl 0IM6.746.61
FIAM Small Cap Core CIT Cl B7.106.47
FIAM Small Cap Core CIT Cl P7.086.45
FIAM Small Cap Core CIT Cl O7.086.42
FIAM Small Cap Core CIT Cl Dn/a6.33
FIAM Small Cap Core CIT Cl G7.086.22
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2041-20451 year gross return1 year net return
BNYM Newton SL SmartPath Trgt Dt 2045 T-6.43-6.46
BNYM Newton SL SmartPath TD2045 Fd-6.43-6.51
BNYM Newton SL SmartPath TD2045 Fd Instl-6.43-6.52
Voya Target Solution 2045 Trust-6.52-6.88
Fidelity Freedom Index 2045 Cmgld Pool Q-7.01-7.05
Fidelity Freedom Index 2045 Cmgld Pool R-7.01-7.05
Fidelity Freedom Index 2045 Cmgld Pool Y-7.00-7.06
Fidelity Freedom Index 2045 Cmgld Pool T-7.03-7.09
Fidelity Freedom Index 2045 Cmgld Pool S-7.02-7.10
Fidelity Freedom Blend 2045 Cmgld Pool T-7.05-7.24
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023


Target Date 2041-20455 year gross return5 year net return
Fidelity Freedom Blend 2045 Cmgld Pool T7.287.03
Fidelity Freedom Blend 2045 Cmgld Pool S7.277.00
Fidelity Freedom Blend 2045 Cmgld Pool R7.296.98
Fidelity Freedom Blend 2045 Cmgld Pool Q7.286.95
Fidelity Freedom Index 2045 Cmgld Pool Q6.956.93
Fidelity Freedom Blend 2045 Cmgld Pool Y7.296.93
Fidelity Freedom Index 2045 Cmgld Pool R6.976.92
Fidelity Freedom Blend 2045 Cmgld Pool X7.296.91
Fidelity Freedom Index 2045 Cmgld Pool T6.976.90
Fidelity Freedom Index 2045 Cmgld Pool Y6.976.90
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 15, 2023
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