Top performing managers by category: commingled accounts, 2nd Quarter 2022




Large Growth1 year gross return1 year net return
Wellington CIF II Large Cap Research Eq-12.55-12.59
Wellington CIF US Research Equity-13.39-13.37
FIAM U.S. Total Market Equity CF-14.86-14.93
Capital Group U.S. Equity DC Unit T-16.53-16.97
Capital Group U.S. Equity DB Fund-16.52-17.72
Spartan Large Cap Growth Index Pool-18.77-18.77
AB US Large Cap Growth (W Sers) CL N-19.55-19.81
AB US Large Cap Growth (W Sers) CL L-19.59-19.87
AB US Large Cap Growth (W Sers) CL P-3-19.60-19.88
AB US Large Cap Growth (W Sers) CL R-19.60-19.88
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Large Growth5 year gross return5 year net return
Wellington CIF II Growth14.0514.05
Wellington CIF II Growth S214.0513.57
Eaton Vance EB Large Cap Growth I11.9011.34
BNYM Newton NSL US Large Cap Grwth Eq Fd11.6411.28
Wellington CIF II Large Cap Research Eqn/a10.87
Voya Large Cap Growth Trust11.3210.71
Wellington CIF US Research Equity10.6810.68
Capital Group U.S. Equity DC Unit T10.9010.32
Janus H US Research Gr Equity CF C-III10.469.96
FIAM U.S. Total Market Equity CF10.219.84
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Conservative Allocation1 year gross return1 year net return
FIAM Market Based Cash Balance 30/70 A-6.82-6.82
FIAM Pension Journey 50/50 Commingled Pl-16.47-16.47
FIAM Pension Journey 40/60 Commingled Pl-17.40-17.40
FIAM Pension Journey 30/70 Commingled Pl-18.32-18.32
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Conservative Allocation5 year gross return5 year net return
FIAM Pension Journey 50/50 Commingled Pl4.554.55
FIAM Market Based Cash Balance 30/70 A2.892.89
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Global Real Estate1 year gross return1 year net return
Invesco Global Real Estate Income Tr - C-9.82-10.37
Invesco Equity Global Real Estate Tr - C-10.28-11.00
AB Global Real Estate Inv CIT (W Sers) N-13.16-13.60
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Target Date 2000-20101 year gross return1 year net return
AB Multi-Manager Ret Tr 2010 W CL T-6.95-7.36
AB Multi-Manager Ret Tr 2010 W CL K15-6.95-7.64
AB Multi-Manager Ret Tr 2010 W CL K-6.94-7.72
Fidelity Freedom Index 2005 Cmgld Pool R-8.89-8.94
Fidelity Freedom Index 2005 Cmgld Pool Y-8.88-8.94
Fidelity Freedom Index 2005 Cmgld Pool S-8.87-8.95
Fidelity Freedom Index 2005 Cmgld Pool T-8.93-8.99
Fidelity Freedom Blend 2005 Cmgld Pool T-9.55-9.76
Fidelity Freedom Blend 2005 Cmgld Pool S-9.59-9.82
Fidelity Freedom Blend 2005 Cmgld Pool R-9.57-9.83
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Target Date 2000-20105 year gross return5 year net return
Fidelity Freedom Index 2010 Cmgld Pool R3.853.80
Fidelity Freedom Index 2010 Cmgld Pool Q3.813.80
Fidelity Freedom Index 2010 Cmgld Pool Y3.853.79
Fidelity Freedom Index 2010 Cmgld Pool T3.863.78
Fidelity Freedom Index 2010 Cmgld Pool S3.853.76
Fidelity Freedom Blend 2010 Cmgld Pool T3.963.71
Fidelity Freedom Blend 2010 Cmgld Pool S3.963.69
Fidelity Freedom Blend 2010 Cmgld Pool R3.963.65
Fidelity Freedom Blend 2010 Cmgld Pool Q3.953.61
Fidelity Freedom Blend 2010 Cmgld Pool Y3.973.61
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Long-Term Bond1 year gross return1 year net return
FIAM 8-10 Year Corporate Bond CIT A-14.20-14.20
FIAM Long Duration CIT-20.19-20.24
Wellington CIF II Long Bond-20.82-20.82
BNYM Mellon DB SL Long Term Credit BIF-21.23-21.29
FIAM Long Corporate Commingled Pool-21.30-21.35
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Long-Term Bond5 year gross return5 year net return
FIAM 8-10 Year Corporate Bond CIT A1.741.74
FIAM Long Duration CIT1.871.66
Wellington CIF II Long Bondn/a1.35
BNYM Mellon DB SL Long Term Credit BIF1.151.07
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Large Blend1 year gross return1 year net return
FIAM U.S. Low Volatility Equity Pool-1.99-2.05
BNYM Mellon AFL-CIO SL SIF Instl-10.61-10.58
BNYM Mellon NSL SIF Instl-10.61-10.62
BNYM Mellon AFL-CIO SL SIF-10.61-10.62
IBEW-NECA EQUITY INDEX FUND-10.60-10.62
Spartan 500 Index Pool A-10.62-10.62
BNYM Mellon SL SIF Instl-10.62-10.63
ASB Labor Equity Index Fund-10.62-10.63
Spartan 500 Index Pool E-10.62-10.63
BNYM Mellon SL SIF T-10.62-10.64
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Large Blend5 year gross return5 year net return
Amalgamated Bank LongView 1500 Mk Idx CF11.5511.48
BNYM Mellon NSL SIF Instl11.3211.31
Spartan 500 Index Pool A11.3111.31
BNYM Mellon SL SIF T11.3211.31
Spartan 500 Index Pool E11.3111.30
Spartan 500 Index Pool D11.3111.29
Spartan 500 Index Pool C11.3011.29
BNYM Mellon SL SIF11.3211.28
IBEW-NECA EQUITY INDEX FUND11.2911.27
BNYM Mellon DB SL SIF11.3211.27
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Target Date 2016-20201 year gross return1 year net return
AB Multi-Manager Ret Tr 2020 W CL T-7.93-8.35
AB Multi-Manager Ret Tr 2020 W CL K15-7.94-8.62
AB Multi-Manager Ret Tr 2020 W CL K-7.95-8.72
BNYM Newton SL SmartPath Trgt Dt 2020 T-11.10-11.10
BNYM Newton SL SmartPath TD2020 Fd-11.10-11.17
BNYM Newton SL SmartPath TD2020 Fd Instl-11.10-11.17
Fidelity Freedom Index 2020 Cmgld Pool Q-12.99-13.03
Fidelity Freedom Index 2020 Cmgld Pool R-12.98-13.03
Fidelity Freedom Index 2020 Cmgld Pool T-13.01-13.07
Fidelity Freedom Index 2020 Cmgld Pool Y-13.02-13.07
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Target Date 2016-20205 year gross return5 year net return
Fidelity Freedom Index 2020 Cmgld Pool Q4.764.75
Fidelity Freedom Index 2020 Cmgld Pool R4.794.73
BNYM Newton SL SmartPath Trgt Dt 2020 T4.774.72
Fidelity Freedom Index 2020 Cmgld Pool T4.794.72
Fidelity Freedom Index 2020 Cmgld Pool Y4.794.72
Fidelity Freedom Index 2020 Cmgld Pool S4.784.69
BNYM Newton SL SmartPath TD2020 Fd4.774.68
Fidelity Freedom Blend 2020 Cmgld Pool T4.894.64
Fidelity Freedom Blend 2020 Cmgld Pool S4.894.62
BNYM Newton SL SmartPath TD2020 Fd Instln/a4.61
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Small Value1 year gross return1 year net return
Brandywine Diversified Sm Cap Select BIT-6.45-7.19
Brandywine Diversified Small Cap GT-10.12-10.84
AB US Small & Mid Cap Val (W Ser) CL P-3-13.23-13.79
AB US Small & Mid Cap Val (W Ser) CL P-2-13.23-13.83
AB US Small & Mid Cap Val (W Ser) CL P-1-13.23-13.88
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Small Value5 year gross return5 year net return
Brandywine Diversified Sm Cap Select BIT6.375.53
Brandywine Diversified Small Cap GT4.433.60
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Intermediate-Term Bond1 year gross return1 year net return
Invesco Intermediate Bond Trust - C-7.74-8.02
FIAM Target Date Inv Grd Sctzd Cmgld Pl-9.14-9.14
AFL-CIO Housing Inv Trust AFL-CIO CF-9.84-10.13
FIAM Broad Market Duration Pool-10.10-10.15
BNYM Mellon SL Aggregate BIF T-10.30-10.28
FIAM U.S. Bond Index Pool-10.30-10.31
MyWayRetirement Core Bond Fund CL R-10.11-10.32
BNYM Mellon DB SL Aggregate BIF-10.29-10.34
BNYM Mellon SL Aggregate BIF-10.30-10.35
BNYM Mellon NSL Aggregate BIF Instl-10.33-10.35
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Intermediate-Term Bond5 year gross return5 year net return
FIAM Broad Market Duration Pool1.931.72
Invesco Intermediate Bond Trust - C1.741.44
Wellington CIF II Core Bond S11.200.93
BNYM Mellon SL Aggregate BIF T0.870.86
BNYM Mellon DB SL Aggregate BIF0.880.83
FIAM U.S. Bond Index Pool0.850.82
BNYM Mellon SL Aggregate BIF0.870.82
BNYM Mellon NSL Aggregate BIF Instl0.810.79
BNYM Mellon NSL Aggregate BIF UC10.810.75
BNYM Mellon SL Aggregate BIF UC20.870.71
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Inflation-Protected Bond1 year gross return1 year net return
FIAM Int Infl-Prot Bond Index Cmgld Pool-1.90-1.91
FIAM Inter Infla-Pro Bond Index Pool D-1.91-1.95
Wellington CIF II TIPS-2.33-2.33
Wellington CIF II TIPS S1-2.32-2.45
BNYM Mellon NSL TIPS Index Fund Instl-5.15-5.17
BNYM Mellon SL TIPS Index Fund-5.15-5.17
BNYM Mellon NSL TIPS Index Fund-5.15-5.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Inflation-Protected Bond5 year gross return5 year net return
Wellington CIF II TIPS3.353.35
FIAM Int Infl-Prot Bond Index Cmgld Pool3.243.19
FIAM Inter Infla-Pro Bond Index Pool D3.233.19
Wellington CIF II TIPS S1n/a3.19
BNYM Mellon NSL TIPS Index Fund Instl3.213.19
BNYM Mellon NSL TIPS Index Fund3.213.17
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Diversified Emerging Mkts1 year gross return1 year net return
Mondrian All Countrs Wld ex US EqTier V-14.56-15.01
LSV Asset Mgt Emg Mkts Val Eq Fund LP-15.01-15.87
Lazard/Wilmington Emerg Mkt Eq Adv CL 2-24.11-24.42
Lazard/Wilmington Emerg Mkt Eq Adv CL 3n/a-24.43
Spartan Emerging Markets Index Pool A-25.02-25.02
BNYM Mellon NSL Emerging Mkts SIF Instl-25.65-25.70
BNYM Mellon NSL Emerging Mkts SIF-25.65-25.75
FIAM Emerging Markets Commingled Pool-27.56-27.56
City of London Global Emg Mkts Fund-27.24-27.99
FIAM Select Emerging Markets Class A-29.80-29.92
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Diversified Emerging Mkts5 year gross return5 year net return
FIAM Select Emerging Markets Class A2.852.38
FIAM Select Emerging Markets Class Dn/a2.13
City of London Global Emg Mkts Fund3.112.06
BNYM Mellon NSL Emerging Mkts SIF2.091.94
Mondrian All Countrs Wld ex US EqTier V1.861.31
LSV Asset Mgt Emg Mkts Val Eq Fund LP2.041.04
Genesis Investment Mgrs Glbl Emg Mkts CF1.840.87
FIAM Emerging Markets Commingled Pool-0.05-0.05
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Small Blend1 year gross return1 year net return
Wellington CIF II Small Cap Value S1-7.12-7.95
Mesirow Fncl SMID Cap Val Eq CIT Fdrs-10.52-10.92
Wellington CIF II Small Cap Opps-15.37-16.03
Voya Small Cap Core Trust-17.06-17.69
Rothschild & Co US Small/Mid-Cap Fund-20.64-21.32
Rothschild & Co US Small/Mid-Cap Co Cl 2-21.68-22.27
BNYM Mellon SL Small Cap SIF Instl-25.12-25.13
BNYM Mellon SL Small Cap SIF-25.12-25.15
NT R2000 Index Fund - NL-25.15-25.15
Spartan Small Cap Index Pool A-25.18-25.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Small Blend5 year gross return5 year net return
Wellington CIF II Small Cap Oppsn/a8.83
BNYM Mellon SL Small Cap SIF T5.365.34
BNYM Mellon SL Small Cap SIF5.355.31
BNYM Mellon NSL Small Cap SIF Instl5.215.19
NT R2000 Index Fund - NLn/a5.18
BNYM Mellon NSL Small Cap SIF5.225.14
BNYM Mellon DB NSL Small Cap SIF5.215.13
BNYM Mellon SL Small Cap SIF UC35.315.13
BNYM Mellon SL Small Cap SIF Instln/a5.12
BNYM Mellon NSL Small Cap SIF UC45.224.85
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Mid-Cap Growth1 year gross return1 year net return
GW&K S/M Cp Cor Eq Collective Invmt Fund-13.60-14.17
Champlain Mid Cap Collective Fund Cl 4-20.77-20.77
FIAM Small/Mid Cap Core Pool-21.30-21.43
FIAM Small/Mid Cap Core Class K-21.30-21.73
FIAM Small/Mid Cap Core Class O-21.31-21.76
Wellington CIF II MdCap Opportunities-24.71-24.71
Wellington CIF II MdCap Opportunities S2-24.71-25.12
Wellington CIF II MdCap Opportunities S3-24.71-25.16
Wellington CIF II MdCap Opportunities S1-24.71-25.24
Invesco Mid Cap Growth C-27.13-27.58
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Mid-Cap Growth5 year gross return5 year net return
Champlain Mid Cap Collective Fund Cl 411.3811.38
BNYM Newton US Small/Mid Cap Gr Eq Instl10.559.84
GW&K S/M Cp Cor Eq Collective Invmt Fund10.409.23
Invesco Mid Cap Growth C9.548.69
Invesco Mid Cap Growth In/a8.43
Voya Mid Cap Growth Trust Class 28.657.88
Wellington CIF II MdCap Opportunities7.487.48
Wellington CIF II MdCap Opportunities S2n/a6.95
Wellington CIF II MdCap Opportunities S3n/a6.88
Wellington CIF II MdCap Opportunities S1n/a6.79
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Target Date 2011-20151 year gross return1 year net return
AB Multi-Manager Ret Tr 2015 W CL T-7.32-7.74
AB Multi-Manager Ret Tr 2015 W CL K15-7.31-8.00
AB Multi-Manager Ret Tr 2015 W CL K-7.31-8.10
BNYM Newton SL SmartPath Trgt Dt 2015 T-10.17-10.23
BNYM Newton SL SmartPath TD2015 Fd-10.17-10.25
Fidelity Freedom Index 2015 Cmgld Pool R-11.64-11.68
Fidelity Freedom Index 2015 Cmgld Pool Y-11.62-11.68
Fidelity Freedom Index 2015 Cmgld Pool T-11.66-11.72
Fidelity Freedom Index 2015 Cmgld Pool S-11.66-11.73
Fidelity Freedom Index 2015 Cmgld Pool Q-11.69-11.73
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Target Date 2011-20155 year gross return5 year net return
BNYM Newton SL SmartPath Trgt Dt 2015 T4.454.42
BNYM Newton SL SmartPath TD2015 Fd4.454.36
Fidelity Freedom Index 2015 Cmgld Pool R4.384.33
Fidelity Freedom Index 2015 Cmgld Pool Q4.344.32
Fidelity Freedom Index 2015 Cmgld Pool Y4.384.31
Fidelity Freedom Index 2015 Cmgld Pool T4.374.30
Fidelity Freedom Index 2015 Cmgld Pool S4.384.29
Fidelity Freedom Blend 2015 Cmgld Pool T4.484.23
Fidelity Freedom Blend 2015 Cmgld Pool S4.484.21
Fidelity Freedom Blend 2015 Cmgld Pool R4.484.17
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Target Date 2026-20301 year gross return1 year net return
AB Multi-Manager Ret Tr 2030 W CL T-9.60-10.01
AB Multi-Manager Ret Tr 2030 W CL K15-9.61-10.28
AB Multi-Manager Ret Tr 2030 W CL K-9.60-10.36
BNYM Newton SL SmartPath TD2030 Fd-12.34-12.41
BNYM Newton SL SmartPath TD2030 Fd Instl-12.34-12.41
BNYM Newton SL SmartPath Trgt Dt 2030 T-12.34-12.44
PIMCO RealPath Blend 2030 CT C-13.83-14.04
Voya Target Solution 2030 Trust-13.74-14.08
Fidelity Freedom Index 2030 Cmgld Pool Y-14.04-14.09
Fidelity Freedom Index 2030 Cmgld Pool T-14.03-14.09
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Target Date 2026-20305 year gross return5 year net return
Fidelity Freedom Index 2030 Cmgld Pool Y5.915.85
Fidelity Freedom Index 2030 Cmgld Pool Q5.865.85
Fidelity Freedom Index 2030 Cmgld Pool R5.905.84
Fidelity Freedom Index 2030 Cmgld Pool T5.915.83
Fidelity Freedom Index 2030 Cmgld Pool S5.905.82
Fidelity Freedom Blend 2030 Cmgld Pool T6.035.77
Fidelity Freedom Blend 2030 Cmgld Pool S6.035.76
Fidelity Freedom Blend 2030 Cmgld Pool R6.045.73
Fidelity Freedom Blend 2030 Cmgld Pool Q6.055.70
BNYM Newton SL SmartPath Trgt Dt 2030 T5.745.69
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Intermediate-Term Bond1 year gross return1 year net return
Invesco Intermediate Bond Trust - C-7.74-8.02
FIAM Target Date Inv Grd Sctzd Cmgld Pl-9.14-9.14
AFL-CIO Housing Inv Trust AFL-CIO CF-9.84-10.13
FIAM Broad Market Duration Pool-10.10-10.15
BNYM Mellon SL Aggregate BIF T-10.30-10.28
FIAM U.S. Bond Index Pool-10.30-10.31
MyWayRetirement Core Bond Fund CL R-10.11-10.32
BNYM Mellon DB SL Aggregate BIF-10.29-10.34
BNYM Mellon SL Aggregate BIF-10.30-10.35
BNYM Mellon NSL Aggregate BIF Instl-10.33-10.35
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Intermediate-Term Bond5 year gross return5 year net return
FIAM Broad Market Duration Pool1.931.72
Invesco Intermediate Bond Trust - C1.741.44
Wellington CIF II Core Bond S11.200.93
BNYM Mellon SL Aggregate BIF T0.870.86
BNYM Mellon DB SL Aggregate BIF0.880.83
FIAM U.S. Bond Index Pool0.850.82
BNYM Mellon SL Aggregate BIF0.870.82
BNYM Mellon NSL Aggregate BIF Instl0.810.79
BNYM Mellon NSL Aggregate BIF UC10.810.75
BNYM Mellon SL Aggregate BIF UC20.870.71
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Long Government1 year gross return1 year net return
NT LT Gov Bond Index Fund - NL - J-18.42-18.42
BNYM Mellon DB SL Long Term Govt BIF-18.41-18.44
BNYM Mellon DB NSL Long Term Govt BIF-18.42-18.46
FIAM Target Date LT Treas Idx Cmgld Pool-18.56-18.56
FIAM Long U.S. Treasury STRIPS Pool Idx-24.43-24.43
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Long Government5 year gross return5 year net return
BNYM Mellon DB SL Long Term Govt BIF0.550.51
NT LT Gov Bond Index Fund - NL - J0.500.50
FIAM Long U.S. Treasury STRIPS Pool Idx0.560.50
BNYM Mellon DB NSL Long Term Govt BIF0.500.42
FIAM Target Date LT Treas Idx Cmgld Pool0.380.38
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


High Yield Bond1 year gross return1 year net return
DDJ Total Return Credit I Composite-5.59-6.21
MacKay Shields High Yld Bond CIT 2-9.50-9.90
Mesirow Financial High Yield CIT Fdrs-9.91-10.27
Eaton Vance EB High Yield I-10.87-11.22
Eaton Vance Multi-Asset Credit II CIT-11.54-11.97
FIAM High Yield Bond Commingled Pool-12.50-12.61
Wellington CIF II Core High Yield S1-12.28-12.65
BNYM Insight DB SL High Yield Beta Fund-12.89-13.11
BNYM Insight DB NSL Eff Bt Fallen Angels-14.27-14.61
Loomis Sayles HYCSV CIT-15.65-16.05
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


High Yield Bond5 year gross return5 year net return
DDJ Total Return Credit I Composite3.813.10
MacKay Shields High Yld Bond CIT 2n/a2.98
BNYM Insight DB SL High Yield Beta Fund2.432.17
Eaton Vance EB High Yield I2.522.07
Wellington CIF II Core High Yield S12.411.99
Loomis Sayles HYCSV CIT1.691.19
FIAM High Yield Bond Commingled Pool1.611.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Mid-Cap Value1 year gross return1 year net return
Speece Thorson Value Fund-4.14-5.06
Wellington CIF II Mid Cap Value S1-7.15-7.15
Ceredex Mid-Cap Value Equity Trust 2-11.49-11.97
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Mid-Cap Value5 year gross return5 year net return
Speece Thorson Value Fund9.118.07
Wellington CIF II Mid Cap Value S1n/a7.40
Ceredex Mid-Cap Value Equity Trust 2n/a6.36
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


World Allocation1 year gross return1 year net return
Wellington CIF II Divers Inflation Hge7.707.67
Invesco Global Asset Allocation Tr - C-7.76-8.21
Wellington Opportunistic Investment-17.50-18.44
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


World Allocation5 year gross return5 year net return
Wellington CIF II Divers Inflation Hge8.328.11
Wellington Opportunistic Investmentn/a2.63
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Foreign Large Value1 year gross return1 year net return
Wellington CIF International Contra Val-8.43-8.85
FIAM International Equity Value Cmgld Pl-10.02-10.02
Mondrian International Equity CIT I-11.81-11.70
LSV Asset Mgt Intl Lg Cap Val Eq Trust-13.06-13.71
Causeway International Value Eq CIT 2-13.97-14.48
Brandes International Equity Fd CL 7-14.96-15.43
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Foreign Large Value5 year gross return5 year net return
Wellington CIF International Contra Val2.822.43
Brandes International Equity Fd CL 72.391.81
Mondrian International Equity CIT I1.691.05
LSV Asset Mgt Intl Lg Cap Val Eq Trust1.510.76
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Small Value1 year gross return1 year net return
Brandywine Diversified Sm Cap Select BIT-6.45-7.19
Brandywine Diversified Small Cap GT-10.12-10.84
AB US Small & Mid Cap Val (W Ser) CL P-3-13.23-13.79
AB US Small & Mid Cap Val (W Ser) CL P-2-13.23-13.83
AB US Small & Mid Cap Val (W Ser) CL P-1-13.23-13.88
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Small Value5 year gross return5 year net return
Brandywine Diversified Sm Cap Select BIT6.375.53
Brandywine Diversified Small Cap GT4.433.60
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Mid-Cap Value1 year gross return1 year net return
Speece Thorson Value Fund-4.14-5.06
Wellington CIF II Mid Cap Value S1-7.15-7.15
Ceredex Mid-Cap Value Equity Trust 2-11.49-11.97
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Mid-Cap Value5 year gross return5 year net return
Speece Thorson Value Fund9.118.07
Wellington CIF II Mid Cap Value S1n/a7.40
Ceredex Mid-Cap Value Equity Trust 2n/a6.36
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Retirement Income1 year gross return1 year net return
AB Multi-Manager Ret Alloc Tr W CL T-6.62-7.04
AB Multi-Manager Ret Alloc Tr W CL K15-6.57-7.27
AB Multi-Manager Ret Alloc Tr W CL K-6.61-7.40
Fidelity Freedom Index Inc Cmgld Pool Q-8.58-8.62
Fidelity Freedom Index Inc Cmgld Pool R-8.57-8.62
Fidelity Freedom Index Inc Cmgld Pool Y-8.58-8.63
Fidelity Freedom Index Inc Cmgld Pool T-8.57-8.63
Fidelity Freedom Index Inc Cmgld Pool S-8.56-8.64
Fidelity Freedom Blend Inc Cmgld Pool T-9.20-9.41
Fidelity Freedom Blend Inc Cmgld Pool S-9.18-9.42
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Retirement Income5 year gross return5 year net return
Voya Target Solution Income Trust4.043.64
BNYM Newton SL SmartPath Ret Inc Fd Cl T3.503.44
BNYM Newton SL SmartPath RetInc Fd3.503.41
BNYM Newton SL SmartPath RetInc Fd Instln/a3.36
Fidelity Freedom Index Inc Cmgld Pool Q2.772.76
Fidelity Freedom Index Inc Cmgld Pool R2.802.75
Fidelity Freedom Index Inc Cmgld Pool T2.812.74
Fidelity Freedom Index Inc Cmgld Pool Y2.802.73
Fidelity Freedom Index Inc Cmgld Pool S2.812.73
Fidelity Freedom Blend Inc Cmgld Pool T2.892.65
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Short-Term Bond1 year gross return1 year net return
BNYM Mellon NSL 1-3 Yr G/C BIF Instl-3.59-3.61
FIAM Short Duration Pool-3.57-3.62
BNYM Mellon SL 1-3 Yr G/C BIF-3.57-3.63
FIAM Target Date Short Credit Cmgld Pool-3.74-3.74
Voya Short Duration High Quality Trust-4.10-4.31
FIAM Intermediate Duration Pool-7.39-7.44
FIAM Intermediate Duration Pool D-7.41-7.64
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Short-Term Bond5 year gross return5 year net return
FIAM Target Date Short Credit Cmgld Pool1.451.45
Voya Short Duration High Quality Trust1.591.37
FIAM Intermediate Duration Pool1.591.37
FIAM Short Duration Pool1.331.16
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Large Value1 year gross return1 year net return
BNYM Newton PE NSL US Dyn Large Cap Val1.801.80
BNYM Newton NSL US Dynamic LC Value UC11.851.39
Wellington CIF II Quality Value-0.94-0.94
Wellington CIF II Quality Value S1-0.93-1.26
American Century US Value Yield Eq Tr 1-0.95-1.48
Voya Large Cap Value Trust-0.99-1.53
Eaton Vance Large Cap Val CIT-1.26-1.75
Macquarie Lrg Cap Val Tst Cl B-1.30-1.79
Invesco Diversified Dividend Trust - I-1.74-2.04
FIAM Target Date Val Discvry Cmgld Pool-2.42-2.42
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Large Value5 year gross return5 year net return
BNYM Newton NSL US Dynamic LC Value UC110.8710.46
BNYM Newton PE NSL US Dyn Large Cap Val10.4810.13
Eaton Vance Large Cap Val CIT10.139.51
Diamond Hill Large Cap Portfolio CL Ln/a9.16
Wellington CIF II Quality Value9.149.14
Diamond Hill Large Cap Portfolio CL R29.709.12
FIAM Target Date Val Discvry Cmgld Pool9.079.07
Diamond Hill Large Cap Portfolio CL R1n/a9.06
Voya Large Cap Value Trust9.388.79
Wellington CIF II Quality Value S1n/a8.65
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Mid-Cap Blend1 year gross return1 year net return
BNYM Newton NSL US Small/Mid Cap Opp Val-16.18-14.49
BNYM Mellon SL Mid Cap SIF Instl-14.62-14.63
BNYM Mellon DB SL Mid Cap SIF-14.60-14.64
BNYM Mellon NSL Mid Cap SIF Instl-14.63-14.65
BNYM Mellon SL Mid Cap SIF-14.62-14.65
BNYM Mellon SL Mid Cap SIF T-14.62-14.66
BNYM Mellon DB NSL Mid Cap SIF-14.63-14.68
BNYM Mellon NSL Mid Cap SIF-14.63-14.69
BNYM Mellon SL Mid Cap SIF UC2-14.62-14.71
BNYM Mellon NSL Mid Cap SIF UC4-14.63-14.93
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Mid-Cap Blend5 year gross return5 year net return
BNYM Mellon DB SL Mid Cap SIF7.097.05
BNYM Mellon NSL Smid Cap SIF Instl7.087.05
BNYM Mellon SL Mid Cap SIF Instln/a7.04
BNYM Mellon SL Mid Cap SIF Tn/a7.04
BNYM Mellon SL Mid Cap SIF7.077.03
BNYM Mellon NSL Mid Cap SIF Instl7.047.02
BNYM Mellon NSL Mid Cap SIF7.056.98
BNYM Mellon DB NSL Mid Cap SIF7.036.97
BNYM Mellon SL Mid Cap SIF UC27.036.95
BNYM Mellon NSL Mid Cap SIF UC47.036.67
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Long Government1 year gross return1 year net return
NT LT Gov Bond Index Fund - NL - J-18.42-18.42
BNYM Mellon DB SL Long Term Govt BIF-18.41-18.44
BNYM Mellon DB NSL Long Term Govt BIF-18.42-18.46
FIAM Target Date LT Treas Idx Cmgld Pool-18.56-18.56
FIAM Long U.S. Treasury STRIPS Pool Idx-24.43-24.43
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Long Government5 year gross return5 year net return
BNYM Mellon DB SL Long Term Govt BIF0.550.51
NT LT Gov Bond Index Fund - NL - J0.500.50
FIAM Long U.S. Treasury STRIPS Pool Idx0.560.50
BNYM Mellon DB NSL Long Term Govt BIF0.500.42
FIAM Target Date LT Treas Idx Cmgld Pool0.380.38
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Multisector Bond1 year gross return1 year net return
Invesco Active Multi-Sector Cr Tr - II-8.28-8.57
FIAM Tactical Bond Pool-9.66-9.66
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Real Estate1 year gross return1 year net return
BNYM Mellon SL REIT Index Fund-6.46-2.03
Invesco Equity Real Estate Sec Tr - C-4.21-4.94
BNYM Mellon SL REIT Index Fund T-6.46-6.48
BNYM Mellon NSL REIT Index Fund Instl-6.53-6.55
BNYM Mellon NSL REIT Index Fund-6.53-6.62
Spartan Real Estate Index Pool A-7.99-7.99
FIAM U.S. Real Estate Invest Tr CIT-8.10-8.24
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Real Estate5 year gross return5 year net return
Invesco Equity Real Estate Sec Tr - C6.495.70
FIAM U.S. Real Estate Invest Tr CIT6.025.48
BNYM Mellon NSL REIT Index Fund Instl4.264.24
BNYM Mellon NSL REIT Index Fund4.274.17
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Mid-Cap Blend1 year gross return1 year net return
BNYM Newton NSL US Small/Mid Cap Opp Val-16.18-14.49
BNYM Mellon SL Mid Cap SIF Instl-14.62-14.63
BNYM Mellon DB SL Mid Cap SIF-14.60-14.64
BNYM Mellon NSL Mid Cap SIF Instl-14.63-14.65
BNYM Mellon SL Mid Cap SIF-14.62-14.65
BNYM Mellon SL Mid Cap SIF T-14.62-14.66
BNYM Mellon DB NSL Mid Cap SIF-14.63-14.68
BNYM Mellon NSL Mid Cap SIF-14.63-14.69
BNYM Mellon SL Mid Cap SIF UC2-14.62-14.71
BNYM Mellon NSL Mid Cap SIF UC4-14.63-14.93
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Mid-Cap Blend5 year gross return5 year net return
BNYM Mellon DB SL Mid Cap SIF7.097.05
BNYM Mellon NSL Smid Cap SIF Instl7.087.05
BNYM Mellon SL Mid Cap SIF Instln/a7.04
BNYM Mellon SL Mid Cap SIF Tn/a7.04
BNYM Mellon SL Mid Cap SIF7.077.03
BNYM Mellon NSL Mid Cap SIF Instl7.047.02
BNYM Mellon NSL Mid Cap SIF7.056.98
BNYM Mellon DB NSL Mid Cap SIF7.036.97
BNYM Mellon SL Mid Cap SIF UC27.036.95
BNYM Mellon NSL Mid Cap SIF UC47.036.67
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Foreign Large Blend1 year gross return1 year net return
Spartan Developed International Idx Pl A-16.24-16.24
Spartan Developed International Idx Pl E-16.24-16.28
NT EAFE Index Fund - NL-17.26-17.26
BNYM Mellon SL International SIF T-17.28-17.27
FIAM Select International Pool-17.20-17.30
Spartan International Index Pool A-17.30-17.30
BNYM Mellon SL International SIF-17.28-17.34
BNYM Mellon DB SL International SIF-17.38-17.43
BNYM Mellon NSL International SIF Instl-17.43-17.45
BNYM Mellon SL MVP International SIF-17.42-17.47
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Foreign Large Blend5 year gross return5 year net return
Wellington CIF International Research Eq3.683.51
Wellington CIF II Intl Opps3.403.30
FIAM Select International Plus CIT3.243.24
FIAM Select International Pool3.272.77
Wellington CIF II Intl Opports S2n/a2.75
Wellington CIF II Intl Opps S1n/a2.73
BNYM Mellon SL ACWI ex-US Fund2.862.71
BNYM Mellon DB NSL ACWI ex-US Fund2.782.68
BNYM Mellon NSL ACWI ex-US Fund Instl2.682.65
NT EAFE Index Fund - NL2.612.61
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Short-Term Bond1 year gross return1 year net return
BNYM Mellon NSL 1-3 Yr G/C BIF Instl-3.59-3.61
FIAM Short Duration Pool-3.57-3.62
BNYM Mellon SL 1-3 Yr G/C BIF-3.57-3.63
FIAM Target Date Short Credit Cmgld Pool-3.74-3.74
Voya Short Duration High Quality Trust-4.10-4.31
FIAM Intermediate Duration Pool-7.39-7.44
FIAM Intermediate Duration Pool D-7.41-7.64
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Short-Term Bond5 year gross return5 year net return
FIAM Target Date Short Credit Cmgld Pool1.451.45
Voya Short Duration High Quality Trust1.591.37
FIAM Intermediate Duration Pool1.591.37
FIAM Short Duration Pool1.331.16
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Large Blend1 year gross return1 year net return
FIAM U.S. Low Volatility Equity Pool-1.99-2.05
BNYM Mellon AFL-CIO SL SIF Instl-10.61-10.58
BNYM Mellon NSL SIF Instl-10.61-10.62
BNYM Mellon AFL-CIO SL SIF-10.61-10.62
IBEW-NECA EQUITY INDEX FUND-10.60-10.62
Spartan 500 Index Pool A-10.62-10.62
BNYM Mellon SL SIF Instl-10.62-10.63
ASB Labor Equity Index Fund-10.62-10.63
Spartan 500 Index Pool E-10.62-10.63
BNYM Mellon SL SIF T-10.62-10.64
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Large Blend5 year gross return5 year net return
Amalgamated Bank LongView 1500 Mk Idx CF11.5511.48
BNYM Mellon NSL SIF Instl11.3211.31
Spartan 500 Index Pool A11.3111.31
BNYM Mellon SL SIF T11.3211.31
Spartan 500 Index Pool E11.3111.30
Spartan 500 Index Pool D11.3111.29
Spartan 500 Index Pool C11.3011.29
BNYM Mellon SL SIF11.3211.28
IBEW-NECA EQUITY INDEX FUND11.2911.27
BNYM Mellon DB SL SIF11.3211.27
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Small Growth1 year gross return1 year net return
FIAM Small Company Pool-15.18-15.35
FIAM Small Company Class B-15.18-15.68
FIAM Small Cap Core Pool-20.08-20.25
FIAM Small Cap Core Class B-20.09-20.54
FIAM Small Cap Core Class P-20.09-20.56
FIAM Small Cap Core Class O-20.09-20.58
FIAM Small Cap Core Class D-20.09-20.65
FIAM Small Cap Core Class G-20.09-20.73
Wellington CIF II SMID Cap Research S1-21.44-21.44
Geneva Small Cap Growth Collect Fd CL C-21.68-22.24
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Small Growth5 year gross return5 year net return
Wellington CIF II SMID Cap Research S1n/a8.61
FIAM Small Company Class B8.647.98
FIAM Small Company Pool8.647.91
Wellington CIF II Small Cap 2000 S18.697.76
FIAM Small Cap Core Class B7.827.18
FIAM Small Cap Core Class P7.797.16
FIAM Small Cap Core Class O7.797.13
FIAM Small Cap Core Pool7.807.08
FIAM Small Cap Core Class Dn/a7.04
FIAM Small Cap Core Class G7.796.94
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Long-Term Bond1 year gross return1 year net return
FIAM 8-10 Year Corporate Bond CIT A-14.20-14.20
FIAM Long Duration CIT-20.19-20.24
Wellington CIF II Long Bond-20.82-20.82
BNYM Mellon DB SL Long Term Credit BIF-21.23-21.29
FIAM Long Corporate Commingled Pool-21.30-21.35
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Long-Term Bond5 year gross return5 year net return
FIAM 8-10 Year Corporate Bond CIT A1.741.74
FIAM Long Duration CIT1.871.66
Wellington CIF II Long Bondn/a1.35
BNYM Mellon DB SL Long Term Credit BIF1.151.07
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Foreign Small/Mid Value1 year gross return1 year net return
Kopernik Global All-Cap CIT 1-14.67-15.47
Kopernik Global All-Cap CIT 2-14.75-15.51
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


High Yield Bond1 year gross return1 year net return
DDJ Total Return Credit I Composite-5.59-6.21
MacKay Shields High Yld Bond CIT 2-9.50-9.90
Mesirow Financial High Yield CIT Fdrs-9.91-10.27
Eaton Vance EB High Yield I-10.87-11.22
Eaton Vance Multi-Asset Credit II CIT-11.54-11.97
FIAM High Yield Bond Commingled Pool-12.50-12.61
Wellington CIF II Core High Yield S1-12.28-12.65
BNYM Insight DB SL High Yield Beta Fund-12.89-13.11
BNYM Insight DB NSL Eff Bt Fallen Angels-14.27-14.61
Loomis Sayles HYCSV CIT-15.65-16.05
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


High Yield Bond5 year gross return5 year net return
DDJ Total Return Credit I Composite3.813.10
MacKay Shields High Yld Bond CIT 2n/a2.98
BNYM Insight DB SL High Yield Beta Fund2.432.17
Eaton Vance EB High Yield I2.522.07
Wellington CIF II Core High Yield S12.411.99
Loomis Sayles HYCSV CIT1.691.19
FIAM High Yield Bond Commingled Pool1.611.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Mid-Cap Growth1 year gross return1 year net return
GW&K S/M Cp Cor Eq Collective Invmt Fund-13.60-14.17
Champlain Mid Cap Collective Fund Cl 4-20.77-20.77
FIAM Small/Mid Cap Core Pool-21.30-21.43
FIAM Small/Mid Cap Core Class K-21.30-21.73
FIAM Small/Mid Cap Core Class O-21.31-21.76
Wellington CIF II MdCap Opportunities-24.71-24.71
Wellington CIF II MdCap Opportunities S2-24.71-25.12
Wellington CIF II MdCap Opportunities S3-24.71-25.16
Wellington CIF II MdCap Opportunities S1-24.71-25.24
Invesco Mid Cap Growth C-27.13-27.58
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Mid-Cap Growth5 year gross return5 year net return
Champlain Mid Cap Collective Fund Cl 411.3811.38
BNYM Newton US Small/Mid Cap Gr Eq Instl10.559.84
GW&K S/M Cp Cor Eq Collective Invmt Fund10.409.23
Invesco Mid Cap Growth C9.548.69
Invesco Mid Cap Growth In/a8.43
Voya Mid Cap Growth Trust Class 28.657.88
Wellington CIF II MdCap Opportunities7.487.48
Wellington CIF II MdCap Opportunities S2n/a6.95
Wellington CIF II MdCap Opportunities S3n/a6.88
Wellington CIF II MdCap Opportunities S1n/a6.79
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Target Date 2021-20251 year gross return1 year net return
AB Multi-Manager Ret Tr 2025 W CL T-8.75-9.16
AB Multi-Manager Ret Tr 2025 W CL K15-8.75-9.43
AB Multi-Manager Ret Tr 2025 W CL K-8.75-9.52
BNYM Newton SL SmartPath Trgt Dt 2025 T-11.57-11.58
BNYM Newton SL SmartPath TD2025 Fd Instl-11.57-11.64
BNYM Newton SL SmartPath TD2025 Fd-11.57-11.64
Voya Target Solution 2025 Trust-13.22-13.56
PIMCO RealPath Blend 2025 CT C-13.36-13.61
Fidelity Freedom Index 2025 Cmgld Pool R-13.66-13.70
Fidelity Freedom Index 2025 Cmgld Pool Q-13.67-13.71
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Target Date 2021-20255 year gross return5 year net return
BNYM Newton SL SmartPath Trgt Dt 2025 T5.305.26
BNYM Newton SL SmartPath TD2025 Fd5.305.20
Fidelity Freedom Index 2025 Cmgld Pool R5.195.14
Fidelity Freedom Index 2025 Cmgld Pool Q5.165.14
Fidelity Freedom Index 2025 Cmgld Pool Y5.185.12
Fidelity Freedom Index 2025 Cmgld Pool T5.195.12
Fidelity Freedom Index 2025 Cmgld Pool S5.195.10
Voya Target Solution 2025 Trust5.495.08
BNYM Newton SL SmartPath TD2025 Fd Instln/a5.07
Fidelity Freedom Blend 2025 Cmgld Pool T5.305.05
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Emerging Markets Bond1 year gross return1 year net return
PIMCO Emerging Markets Fl Spctm Bd CIT 1-13.08-13.93
FIAM Emerging Mkts Debt Commingled Pool-17.97-18.10
Capital Group EM Debt (Broad) DB Fund-19.63-20.10
Capital Group EM Debt (Broad) DC Unit T-19.65-20.14
Wellington CIF II Opportunistic EM Dbt-20.49-20.49
Wellington CIF II Opportunistic EM DbtS1-20.49-20.93
TCW Emerging Markets Fixed Income Cl B-21.33-21.74
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Emerging Markets Bond5 year gross return5 year net return
PIMCO Emerging Markets Fl Spctm Bd CIT 10.88-0.08
Wellington CIF II Opportunistic EM Dbt-0.57-0.57
Capital Group EM Debt (Broad) DB Fund-0.42-1.00
Capital Group EM Debt (Broad) DC Unit T-0.45-1.04
Wellington CIF II Opportunistic EM DbtS1n/a-1.11
FIAM Emerging Mkts Debt Commingled Pool-1.52-2.06
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Target Date 2031-20351 year gross return1 year net return
AB Multi-Manager Ret Tr 2035 W CL T-10.41-10.81
AB Multi-Manager Ret Tr 2035 W CL K15-10.42-11.08
AB Multi-Manager Ret Tr 2035 W CL K-10.42-11.17
BNYM Newton SL SmartPath Trgt Dt 2035 T-12.98-13.00
BNYM Newton SL SmartPath TD2035 Fd Instl-12.98-13.05
BNYM Newton SL SmartPath TD2035 Fd-12.98-13.05
PIMCO RealPath Blend 2035 CT C-13.98-14.16
Voya Target Solution 2035 Trust-14.42-14.76
Fidelity Freedom Index 2035 Cmgld Pool Q-15.00-15.03
Fidelity Freedom Index 2035 Cmgld Pool R-15.01-15.06
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Target Date 2031-20355 year gross return5 year net return
Fidelity Freedom Index 2035 Cmgld Pool Q6.706.69
Fidelity Freedom Index 2035 Cmgld Pool R6.736.68
Fidelity Freedom Index 2035 Cmgld Pool T6.756.67
Fidelity Freedom Index 2035 Cmgld Pool Y6.746.67
Fidelity Freedom Index 2035 Cmgld Pool S6.746.65
Fidelity Freedom Blend 2035 Cmgld Pool T6.856.60
Fidelity Freedom Blend 2035 Cmgld Pool S6.856.58
Fidelity Freedom Blend 2035 Cmgld Pool R6.866.54
Fidelity Freedom Blend 2035 Cmgld Pool Q6.866.51
Fidelity Freedom Blend 2035 Cmgld Pool Y6.856.49
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Large Value1 year gross return1 year net return
BNYM Newton PE NSL US Dyn Large Cap Val1.801.80
BNYM Newton NSL US Dynamic LC Value UC11.851.39
Wellington CIF II Quality Value-0.94-0.94
Wellington CIF II Quality Value S1-0.93-1.26
American Century US Value Yield Eq Tr 1-0.95-1.48
Voya Large Cap Value Trust-0.99-1.53
Eaton Vance Large Cap Val CIT-1.26-1.75
Macquarie Lrg Cap Val Tst Cl B-1.30-1.79
Invesco Diversified Dividend Trust - I-1.74-2.04
FIAM Target Date Val Discvry Cmgld Pool-2.42-2.42
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Large Value5 year gross return5 year net return
BNYM Newton NSL US Dynamic LC Value UC110.8710.46
BNYM Newton PE NSL US Dyn Large Cap Val10.4810.13
Eaton Vance Large Cap Val CIT10.139.51
Diamond Hill Large Cap Portfolio CL Ln/a9.16
Wellington CIF II Quality Value9.149.14
Diamond Hill Large Cap Portfolio CL R29.709.12
FIAM Target Date Val Discvry Cmgld Pool9.079.07
Diamond Hill Large Cap Portfolio CL R1n/a9.06
Voya Large Cap Value Trust9.388.79
Wellington CIF II Quality Value S1n/a8.65
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Foreign Large Growth1 year gross return1 year net return
FIAM International Growth Pool-18.50-18.61
FIAM Overseas Commingled Pool A-20.92-20.92
Invesco EQV International Equity Trust-21.02-21.50
FIAM International Equity Gr Cmgld Pl-22.67-22.67
Wellington CIF II Intl Qual Gr S2-26.09-26.09
Wellington CIF II Intl Qual Gr S1-26.22-26.22
International Leaders CIT Class I-28.23-28.23
Hardman Johnston Intl Equity Group Trust-27.91-28.40
Capital Group Intl Equity DC Unit T-28.28-28.80
Capital Group Int'l Equity DB Fund-28.62-29.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Foreign Large Growth5 year gross return5 year net return
Wellington CIF II Intl Qual Gr S1n/a6.08
Hardman Johnston Intl Equity Group Trust6.235.56
International Leaders CIT Class I5.545.54
Wellington CIF II Intl Qual Gr S2n/a5.37
Capital Group Int'l Equity DB Fund4.653.92
Capital Group Intl Equity DC Unit T4.493.76
Capital Group Intl All Countries Eq DB4.383.67
Capital Group Intl All Countries Eq DC-T4.353.63
FIAM International Growth Pool3.543.00
Invesco EQV International Equity Trustn/a2.59
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Small Growth1 year gross return1 year net return
FIAM Small Company Pool-15.18-15.35
FIAM Small Company Class B-15.18-15.68
FIAM Small Cap Core Pool-20.08-20.25
FIAM Small Cap Core Class B-20.09-20.54
FIAM Small Cap Core Class P-20.09-20.56
FIAM Small Cap Core Class O-20.09-20.58
FIAM Small Cap Core Class D-20.09-20.65
FIAM Small Cap Core Class G-20.09-20.73
Wellington CIF II SMID Cap Research S1-21.44-21.44
Geneva Small Cap Growth Collect Fd CL C-21.68-22.24
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Small Growth5 year gross return5 year net return
Wellington CIF II SMID Cap Research S1n/a8.61
FIAM Small Company Class B8.647.98
FIAM Small Company Pool8.647.91
Wellington CIF II Small Cap 2000 S18.697.76
FIAM Small Cap Core Class B7.827.18
FIAM Small Cap Core Class P7.797.16
FIAM Small Cap Core Class O7.797.13
FIAM Small Cap Core Pool7.807.08
FIAM Small Cap Core Class Dn/a7.04
FIAM Small Cap Core Class G7.796.94
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Large Growth1 year gross return1 year net return
Wellington CIF II Large Cap Research Eq-12.55-12.59
Wellington CIF US Research Equity-13.39-13.37
FIAM U.S. Total Market Equity CF-14.86-14.93
Capital Group U.S. Equity DC Unit T-16.53-16.97
Capital Group U.S. Equity DB Fund-16.52-17.72
Spartan Large Cap Growth Index Pool-18.77-18.77
AB US Large Cap Growth (W Sers) CL N-19.55-19.81
AB US Large Cap Growth (W Sers) CL L-19.59-19.87
AB US Large Cap Growth (W Sers) CL P-3-19.60-19.88
AB US Large Cap Growth (W Sers) CL R-19.60-19.88
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Large Growth5 year gross return5 year net return
Wellington CIF II Growth14.0514.05
Wellington CIF II Growth S214.0513.57
Eaton Vance EB Large Cap Growth I11.9011.34
BNYM Newton NSL US Large Cap Grwth Eq Fd11.6411.28
Wellington CIF II Large Cap Research Eqn/a10.87
Voya Large Cap Growth Trust11.3210.71
Wellington CIF US Research Equity10.6810.68
Capital Group U.S. Equity DC Unit T10.9010.32
Janus H US Research Gr Equity CF C-III10.469.96
FIAM U.S. Total Market Equity CF10.219.84
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Target Date 2036-20401 year gross return1 year net return
AB Multi-Manager Ret Tr 2040 W CL T-11.48-11.88
AB Multi-Manager Ret Tr 2040 W CL K15-11.48-12.14
AB Multi-Manager Ret Tr 2040 W CL K-11.49-12.24
BNYM Newton SL SmartPath Trgt Dt 2040 T-13.61-13.59
BNYM Newton SL SmartPath TD2040 Fd-13.61-13.68
BNYM Newton SL SmartPath TD2040 Fd Instl-13.61-13.68
PIMCO RealPath Blend 2040 CT C-14.06-14.22
Voya Target Solution 2040 Trust-14.85-15.19
Fidelity Freedom Index 2040 Cmgld Pool Q-15.78-15.82
Fidelity Freedom Index 2040 Cmgld Pool Y-15.76-15.82
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Target Date 2036-20405 year gross return5 year net return
Fidelity Freedom Index 2040 Cmgld Pool Q7.087.07
Fidelity Freedom Index 2040 Cmgld Pool Y7.137.06
Fidelity Freedom Index 2040 Cmgld Pool R7.137.06
Fidelity Freedom Index 2040 Cmgld Pool T7.127.04
Fidelity Freedom Index 2040 Cmgld Pool S7.127.03
Fidelity Freedom Blend 2040 Cmgld Pool T7.186.93
Fidelity Freedom Blend 2040 Cmgld Pool S7.186.90
Fidelity Freedom Blend 2040 Cmgld Pool R7.186.86
Fidelity Freedom Blend 2040 Cmgld Pool Y7.196.83
Fidelity Freedom Blend 2040 Cmgld Pool Q7.186.82
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


World Bond1 year gross return1 year net return
Wellington CIF II World Bond S2-4.82-5.17
PIMCO Global Advantage Strategy CIT II-8.51-9.13
Brandywine Global Opportun Fxd BGIMT-17.06-17.53
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


World Bond5 year gross return5 year net return
PIMCO Global Advantage Strategy CIT II1.991.38
Wellington CIF II World Bond S21.581.18
Brandywine Global Opportun Fxd BGIMT-0.21-0.76
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Stable Value1 year gross return1 year net return
Putnam Stable Value Fund: Gross2.382.38
Putnam Stable Value Fund: 10bps2.382.27
Putnam Stable Value Fund: 15bps2.382.22
Putnam Stable Value Fund: 20bps2.382.17
MissionSquare PLUS Fund Gross2.152.15
Putnam Stable Value Fund: 25bps2.382.12
Putnam Stable Value Fund: 35bps2.382.02
MissionSquare PLUS Fund F132.152.00
MissionSquare PLUS Fund R132.152.00
MissionSquare PLUS Fund M2.152.00
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Stable Value5 year gross return5 year net return
Putnam Stable Value Fund: Gross2.532.53
MissionSquare PLUS Fund Gross2.482.48
Putnam Stable Value Fund: 10bps2.532.43
Putnam Stable Value Fund: 15bps2.532.38
Putnam Stable Value Fund: 20bps2.532.33
Putnam Stable Value Fund: 25bps2.532.28
Putnam Stable Value Fund: 35bps2.532.17
MissionSquare PLUS Fund R102.482.17
T. Rowe Price Stable Value Common Tr-Mn/a2.12
MissionSquare PLUS Fund R92.482.12
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Bank Loan1 year gross return1 year net return
FIAM Leveraged Loan Pool-2.24-2.36
Voya Senior Loan Trust-3.26-3.69
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Bank Loan5 year gross return5 year net return
FIAM Leveraged Loan Pool3.202.76
Voya Senior Loan Trust2.452.00
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Multisector Bond1 year gross return1 year net return
Invesco Active Multi-Sector Cr Tr - II-8.28-8.57
FIAM Tactical Bond Pool-9.66-9.66
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Moderate Allocation1 year gross return1 year net return
Wellington CIF II Balanced Real Asset S12.492.01
Balanced Sustainable Fund Class I1-10.05-10.33
Balanced Sustainable Fund Class R1-10.06-10.34
FIAM Pension Journey 70/30 Commingled Pl-15.04-15.04
FIAM Pension Journey 60/40 Commingled Pl-15.70-15.70
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Moderate Allocation5 year gross return5 year net return
Wellington CIF II Balanced Real Asset S16.816.26
FIAM Pension Journey 70/30 Commingled Pl5.685.68
FIAM Pension Journey 60/40 Commingled Pl5.135.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Small Blend1 year gross return1 year net return
Wellington CIF II Small Cap Value S1-7.12-7.95
Mesirow Fncl SMID Cap Val Eq CIT Fdrs-10.52-10.92
Wellington CIF II Small Cap Opps-15.37-16.03
Voya Small Cap Core Trust-17.06-17.69
Rothschild & Co US Small/Mid-Cap Fund-20.64-21.32
Rothschild & Co US Small/Mid-Cap Co Cl 2-21.68-22.27
BNYM Mellon SL Small Cap SIF Instl-25.12-25.13
BNYM Mellon SL Small Cap SIF-25.12-25.15
NT R2000 Index Fund - NL-25.15-25.15
Spartan Small Cap Index Pool A-25.18-25.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Small Blend5 year gross return5 year net return
Wellington CIF II Small Cap Oppsn/a8.83
BNYM Mellon SL Small Cap SIF T5.365.34
BNYM Mellon SL Small Cap SIF5.355.31
BNYM Mellon NSL Small Cap SIF Instl5.215.19
NT R2000 Index Fund - NLn/a5.18
BNYM Mellon NSL Small Cap SIF5.225.14
BNYM Mellon DB NSL Small Cap SIF5.215.13
BNYM Mellon SL Small Cap SIF UC35.315.13
BNYM Mellon SL Small Cap SIF Instln/a5.12
BNYM Mellon NSL Small Cap SIF UC45.224.85
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Target Date 2041-20451 year gross return1 year net return
AB Multi-Manager Ret Tr 2045 W CL T-12.32-12.71
AB Multi-Manager Ret Tr 2045 W CL K15-12.32-12.97
AB Multi-Manager Ret Tr 2045 W CL K-12.33-13.07
BNYM Newton SL SmartPath Trgt Dt 2045 T-14.05-14.06
BNYM Newton SL SmartPath TD2045 Fd Instl-14.05-14.12
BNYM Newton SL SmartPath TD2045 Fd-14.05-14.12
PIMCO RealPath Blend 2045 CT C-14.27-14.40
Voya Target Solution 2045 Trust-15.11-15.45
Fidelity Freedom Index 2045 Cmgld Pool Q-15.86-15.89
Fidelity Freedom Index 2045 Cmgld Pool R-15.87-15.91
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022


Target Date 2041-20455 year gross return5 year net return
Fidelity Freedom Index 2045 Cmgld Pool Q7.077.06
Fidelity Freedom Index 2045 Cmgld Pool R7.107.05
Fidelity Freedom Index 2045 Cmgld Pool T7.117.03
Fidelity Freedom Index 2045 Cmgld Pool Y7.097.03
Fidelity Freedom Index 2045 Cmgld Pool S7.117.02
Voya Target Solution 2045 Trust7.396.97
Fidelity Freedom Blend 2045 Cmgld Pool T7.146.89
Fidelity Freedom Blend 2045 Cmgld Pool S7.156.87
Fidelity Freedom Blend 2045 Cmgld Pool R7.146.83
Fidelity Freedom Blend 2045 Cmgld Pool Q7.166.81
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 18, 2022
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