Top performing managers by category: commingled accounts, 3rd Quarter 2020




Large Blend1 year gross return1 year net return
FIAM Focused Large Cap Growth Pool26.3325.78
Pioneer Large Cap Core Equity Trust - T222.7222.11
PanAgora US LgCp Stk Selector CF - I20.0619.46
PanAgora US LgCp Stk Selector CF - R20.0719.41
BNYM Mellon NSL Dynamic US Equity Fund17.0116.59
Blackrock Russ 1000 Alpha Tilts CF16.5416.54
Blackrock Alpha Tilts Fund CF16.0116.01
NT R1000 Index Fund - NL15.9815.98
BNYM Mellon DB SL Large Cap SIF16.0315.97
BNYM Mellon NSL Large Cap SIF Instl15.9215.90
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Large Blend5 year gross return5 year net return
BNYM Mellon NSL Dynamic US Equity Fund17.1616.74
FIAM Focused Large Cap Growth Pool16.9116.12
Pioneer Large Cap Core Equity Trust - T2n/a16.01
Blackrock Russ 1000 Alpha Tilts CF14.5614.56
Blackrock Alpha Tilts Fund CF14.2514.25
BlackRock Equity Index Fn/a14.20
Blackrock Eq Idx Fund CF14.1914.18
State St S&P 500® Indx SL Cl I14.1514.15
State St S&P 500® Indx NL Cl A8.8914.15
BNYM Mellon SL Stock Index Fund14.1714.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Mid-Cap Blend1 year gross return1 year net return
Blackrock Russ 3000 Alpha Tilts CF15.5315.53
Blackrock US Eq Mkt Fund CF14.7914.74
State St Russell Sm/Mid Cp® Indx SL Cl I3.8913.56
State St Russell Sm/Mid Cp® Indx NL Cl An/a13.48
Spartan Extended Market Index Pool A12.9712.97
Spartan Extended Market Index Pool E12.9612.92
Spartan Extended Market Index Pool C12.9612.91
BNYM Mellon NSL Mkt Completion Fd Instl12.8112.79
BNYM Mellon NSL Mkt Completion Fd12.8112.73
BNYM Mellon SL Mkt Completion Fd12.7212.68
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Mid-Cap Blend5 year gross return5 year net return
Blackrock Russ 3000 Alpha Tilts CF14.1014.10
Blackrock US Eq Mkt Fund CF13.7213.69
State St Russell Sm/Mid Cp® Indx SL Cl I9.5811.54
State St Russell Sm/Mid Cp® Indx NL Cl An/a11.43
BNYM Mellon SL Mkt Completion Fd11.2511.20
BNYM Mellon NSL Mkt Completion Fd11.0610.98
BlackRock Mid-Cap Equity Index Fn/a8.20
BNYM Mellon DB SL Mid Cap SIF8.208.15
State St S&P MidCap® Indx SL Cl I5.448.14
BNYM Mellon SL Mid Cap SIF8.188.14
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Small Blend1 year gross return1 year net return
Blackrock Russell 2000 Alpha Tilts Fd A1.701.70
PIMCO StocksPlus Small Collective Tr III3.650.75
PIMCO StocksPlus Small Collective Tr II3.700.65
BNYM Mellon SL Small Cap SIF Instl0.650.63
BNYM Mellon SL Small Cap SIF0.650.61
BNYM Mellon NSL Small Cap SIF Instl0.500.47
Spartan Small Cap Index Pool A0.460.46
BNYM Mellon SL Small Cap SIF UC30.650.43
NT R2000 Index Fund - NLn/a0.41
State St Russell Sm Cap® Indx SL Cl I-11.000.40
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Small Blend5 year gross return5 year net return
Wellington CIF II Small Cap Oppsn/a10.07
Blackrock Russell 2000 Alpha Tilts Fd A8.648.64
State St Russell Sm Cap® Indx SL Cl I5.628.20
BNYM Mellon SL Small Cap SIF8.018.18
NT R2000 Index Fund - NLn/a8.02
State St Russell Sm Cap® Indx NL Cl A5.438.01
BNYM Mellon SL Small Cap SIF UC38.157.99
BNYM Mellon NSL Small Cap SIF Instln/a7.98
BNYM Mellon DB NSL Small Cap SIF8.037.95
BNYM Mellon SL Small Cap SIF Instln/a7.90
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Large Growth1 year gross return1 year net return
JENNISON GROWTH EQUITY FUND 356.4355.10
Wellington CIF II Growth S2n/a43.12
Alger Collective Trust Spectra Series R143.7842.92
Alger Capital Appreciation Series CF R143.5842.65
BNYM Mellon NSL US Large Cap Grwth Eq Fd42.3641.86
State St Russell Lg Cap Gr® Indx SL Cl I37.5637.55
Spartan Large Cap Growth Index Pool37.5437.54
Nuveen Winslow Large Cap Growth Cl I37.9037.14
Nuveen Winslow Large Cap Growth, Class R37.8937.03
Nuveen Winslow Large Cap Growth Cl Y37.9237.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Large Growth5 year gross return5 year net return
Wellington CIF II Growth S2n/a22.68
JENNISON GROWTH EQUITY FUND 3n/a21.57
State St Russell Lg Cap Gr® Indx SL Cl I20.0920.09
Alger Capital Appreciation Series CF R1n/a20.03
BNYM Mellon NSL LargeCap Grwth SIF19.9219.86
Nuveen Winslow Large Cap Growth Cl I20.4519.78
Nuveen Winslow Large Cap Growth, Class R20.4319.71
Nuveen Winslow Large Cap Growth Cl Y20.4419.65
Nuveen Winslow Large Cap Growth Cl I2020.4319.54
Ivy Large Cap Growth CIT Class 1n/a19.35
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Mid-Cap Growth1 year gross return1 year net return
Artisan Mid Cap Growth Trust Tier 147.2546.01
Ivy Mid Cap Growth CIT 134.7633.88
Voya Mid Cap Growth Trust Class 226.4325.52
CastleArk Small Company Growth CIT19.8018.99
Champlain Mid Cap Collective Fund Cl 416.9916.99
Champlain Mid Cap Collective Fund Cl 517.0116.14
Champlain Mid Cap Collective Fund Cl 117.0315.99
GW&K S/M Cp Cor Eq Collective Invmt Fund9.568.85
Wellington CIF II MdCap Opportunities S2n/a5.96
Wellington CIF II MdCap Opportunities S3n/a5.92
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Mid-Cap Growth5 year gross return5 year net return
Champlain Mid Cap Collective Fund Cl 417.5817.58
Champlain Mid Cap Collective Fund Cl 5n/a16.71
Champlain Mid Cap Collective Fund Cl 1n/a16.54
Voya Mid Cap Growth Trust Class 215.2914.48
CastleArk Small Company Growth CITn/a12.23
Wellington CIF II MdCap Opportunities S3n/a12.15
Wellington CIF II MdCap Opportunities S2n/a11.97
Wellington CIF II MdCap Opportunities S1n/a11.78
GW&K S/M Cp Cor Eq Collective Invmt Fund11.9711.25
FIAM Small/Mid Cap Core Class Kn/a6.71
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Small Growth1 year gross return1 year net return
Ivy Small Cap Growth CIT 120.0819.25
Jennison U.S. Small Cap Equity Fund 415.5514.56
Peregrine SC Growth CIT Founder's13.0312.19
Voya Small Cap Growth Trust9.418.54
Wellington CIF II Small Cap 2000 S1n/a5.61
Wellington CIF II SMID Cap Research S1n/a3.52
Frontegra Small Cap Core Fund4.073.43
BNYM Mellon PE NSL US Small Cap Opp Val3.422.64
FIAM Small Company Class Bn/a2.26
FIAM Small Company Pool2.902.08
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Small Growth5 year gross return5 year net return
Wellington CIF II Small Cap 2000 S1n/a11.25
Jennison U.S. Small Cap Equity Fund 4n/a9.32
Voya Small Cap Growth Trust9.068.20
Frontegra Small Cap Core Fund8.307.61
BNYM Mellon PE NSL US Small Cap Opp Val8.597.56
FIAM Small Cap Core Class Bn/a7.55
FIAM Small Cap Core Class On/a7.50
FIAM Small Cap Core Class Dn/a7.41
FIAM Small Cap Core Class Gn/a7.30
FIAM Small Company Class Bn/a6.62
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Large Value1 year gross return1 year net return
Invesco US Quantitative Core Trust9.549.13
Beutel Goodman U.S. Equity Fund (US$)5.653.09
FIAM Target Date Val Discvry Cmgld Pool0.440.44
Blackrock Eq Val Fund CF-2.58-2.61
American Century US Value Yield Eq Tr 2-3.39-3.75
American Century US Value Yield Eq Tr 1-3.39-3.91
Wellington CIF II Quality Value S1n/a-4.17
BNYM Mellon NSL LargeCap Value SIF Instl-4.65-4.67
BNYM Mellon NSL LargeCap Value SIF-4.65-4.70
State St Russell Lg Cp Val® Indx SL Cl I-4.80-4.80
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Large Value5 year gross return5 year net return
Beutel Goodman U.S. Equity Fund (US$)12.5211.94
American Century US Value Yield Eq Tr 2n/a10.13
American Century US Value Yield Eq Tr 1n/a9.94
Invesco US Quantitative Core Trust10.049.50
Blackrock Eq Val Fund CF8.878.85
FIAM Target Date Val Discvry Cmgld Pool8.218.21
Wellington CIF II Quality Value S1n/a8.04
Eaton Vance Large Cap Val CIT8.447.76
BNYM Mellon NSL LargeCap Value SIF7.817.75
State St Russell Lg Cp Val® Indx SL Cl I7.747.74
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Mid-Cap Value1 year gross return1 year net return
Speece Thorson Value Fund4.053.04
American Century US Mid Cap Value Eq Tr-6.39-6.94
Ceredex Mid-Cap Value Equity Trust 1-7.92-8.47
Wellington CIF II Mid Cap Value S1n/a-12.21
Victory Integrity SMID Value CIT (Gross)-14.58-14.58
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Mid-Cap Value5 year gross return5 year net return
Ceredex Mid-Cap Value Equity Trust 1n/a8.28
Speece Thorson Value Fund8.607.57
American Century US Mid Cap Value Eq Trn/a7.22
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Small Value1 year gross return1 year net return
Brandywine Diversified Small Cap BIT8.417.55
EARNEST Partners Smid Cap Value Largen/a0.95
American Century US Small Cap Val Eq Tr-11.04-11.79
Brandywine Diversified Sm Cap Select BIT-14.48-15.17
Invesco US Quantitative Sm Value Trust-15.82-16.46
Peregrine Small Cap Value CIT Founder's-16.30-16.88
Brandywine Diversified Small Cap GT-16.51-17.19
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Small Value5 year gross return5 year net return
Brandywine Diversified Small Cap BIT7.396.54
American Century US Small Cap Val Eq Trn/a5.76
Invesco US Quantitative Sm Value Trust2.231.48
Brandywine Diversified Sm Cap Select BIT2.231.42
Brandywine Diversified Small Cap GT1.831.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Real Estate1 year gross return1 year net return
Cohen & Steers U.S. Realty Fund Class C-9.26-9.71
Cohen & Steers U.S. Realty Fund Class B-9.22-9.72
Cohen & Steers U.S. Realty CIT Class A-9.27-9.86
FIAM U.S. Real Estate Invest Tr CIT-10.39-10.93
Duff & Phelps U.S. REIT CIT, Class 1-12.31-12.87
American Century U.S. Real Estate Sec Tr-12.92-13.53
Invesco Equity RE Secs Tr C-13.48-14.14
AEW Real Estate Securities Divers Trust-16.30-16.80
PIMCO RealEstatePLUS CIT I-17.84-18.23
Spartan Real Estate Index Pool A-22.02-22.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Real Estate5 year gross return5 year net return
Cohen & Steers U.S. Realty Fund Class Cn/a7.26
Cohen & Steers U.S. Realty Fund Class Bn/a7.23
Cohen & Steers U.S. Realty CIT Class An/a7.16
FIAM U.S. Real Estate Invest Tr CIT6.305.67
American Century U.S. Real Estate Sec Trn/a5.20
Invesco Equity RE Secs Tr C5.935.15
AEW Real Estate Securities Divers Trustn/a3.62
PIMCO RealEstatePLUS CIT In/a3.44
State St REIT Indx NL Cl A0.301.99
BNYM Mellon NSL REIT Index Fund Instl1.991.96
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Bank Loan1 year gross return1 year net return
FIAM Leveraged Loan Pool0.810.30
Shenkman Capital Mgt High Yld Bank Loan0.46-0.31
Voya Senior Loan Trust0.01-0.44
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Bank Loan5 year gross return5 year net return
FIAM Leveraged Loan Pool4.413.89
Voya Senior Loan Trust3.623.17
Shenkman Capital Mgt High Yld Bank Loan3.803.15
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Small Value1 year gross return1 year net return
Brandywine Diversified Small Cap BIT8.417.55
EARNEST Partners Smid Cap Value Largen/a0.95
American Century US Small Cap Val Eq Tr-11.04-11.79
Brandywine Diversified Sm Cap Select BIT-14.48-15.17
Invesco US Quantitative Sm Value Trust-15.82-16.46
Peregrine Small Cap Value CIT Founder's-16.30-16.88
Brandywine Diversified Small Cap GT-16.51-17.19
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Small Value5 year gross return5 year net return
Brandywine Diversified Small Cap BIT7.396.54
American Century US Small Cap Val Eq Trn/a5.76
Invesco US Quantitative Sm Value Trust2.231.48
Brandywine Diversified Sm Cap Select BIT2.231.42
Brandywine Diversified Small Cap GT1.831.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Mid-Cap Value1 year gross return1 year net return
Speece Thorson Value Fund4.053.04
American Century US Mid Cap Value Eq Tr-6.39-6.94
Ceredex Mid-Cap Value Equity Trust 1-7.92-8.47
Wellington CIF II Mid Cap Value S1n/a-12.21
Victory Integrity SMID Value CIT (Gross)-14.58-14.58
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Mid-Cap Value5 year gross return5 year net return
Ceredex Mid-Cap Value Equity Trust 1n/a8.28
Speece Thorson Value Fund8.607.57
American Century US Mid Cap Value Eq Trn/a7.22
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Large Value1 year gross return1 year net return
Invesco US Quantitative Core Trust9.549.13
Beutel Goodman U.S. Equity Fund (US$)5.653.09
FIAM Target Date Val Discvry Cmgld Pool0.440.44
Blackrock Eq Val Fund CF-2.58-2.61
American Century US Value Yield Eq Tr 2-3.39-3.75
American Century US Value Yield Eq Tr 1-3.39-3.91
Wellington CIF II Quality Value S1n/a-4.17
BNYM Mellon NSL LargeCap Value SIF Instl-4.65-4.67
BNYM Mellon NSL LargeCap Value SIF-4.65-4.70
State St Russell Lg Cp Val® Indx SL Cl I-4.80-4.80
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Large Value5 year gross return5 year net return
Beutel Goodman U.S. Equity Fund (US$)12.5211.94
American Century US Value Yield Eq Tr 2n/a10.13
American Century US Value Yield Eq Tr 1n/a9.94
Invesco US Quantitative Core Trust10.049.50
Blackrock Eq Val Fund CF8.878.85
FIAM Target Date Val Discvry Cmgld Pool8.218.21
Wellington CIF II Quality Value S1n/a8.04
Eaton Vance Large Cap Val CIT8.447.76
BNYM Mellon NSL LargeCap Value SIF7.817.75
State St Russell Lg Cp Val® Indx SL Cl I7.747.74
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Small Growth1 year gross return1 year net return
Ivy Small Cap Growth CIT 120.0819.25
Jennison U.S. Small Cap Equity Fund 415.5514.56
Peregrine SC Growth CIT Founder's13.0312.19
Voya Small Cap Growth Trust9.418.54
Wellington CIF II Small Cap 2000 S1n/a5.61
Wellington CIF II SMID Cap Research S1n/a3.52
Frontegra Small Cap Core Fund4.073.43
BNYM Mellon PE NSL US Small Cap Opp Val3.422.64
FIAM Small Company Class Bn/a2.26
FIAM Small Company Pool2.902.08
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Small Growth5 year gross return5 year net return
Wellington CIF II Small Cap 2000 S1n/a11.25
Jennison U.S. Small Cap Equity Fund 4n/a9.32
Voya Small Cap Growth Trust9.068.20
Frontegra Small Cap Core Fund8.307.61
BNYM Mellon PE NSL US Small Cap Opp Val8.597.56
FIAM Small Cap Core Class Bn/a7.55
FIAM Small Cap Core Class On/a7.50
FIAM Small Cap Core Class Dn/a7.41
FIAM Small Cap Core Class Gn/a7.30
FIAM Small Company Class Bn/a6.62
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Mid-Cap Growth1 year gross return1 year net return
Artisan Mid Cap Growth Trust Tier 147.2546.01
Ivy Mid Cap Growth CIT 134.7633.88
Voya Mid Cap Growth Trust Class 226.4325.52
CastleArk Small Company Growth CIT19.8018.99
Champlain Mid Cap Collective Fund Cl 416.9916.99
Champlain Mid Cap Collective Fund Cl 517.0116.14
Champlain Mid Cap Collective Fund Cl 117.0315.99
GW&K S/M Cp Cor Eq Collective Invmt Fund9.568.85
Wellington CIF II MdCap Opportunities S2n/a5.96
Wellington CIF II MdCap Opportunities S3n/a5.92
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Mid-Cap Growth5 year gross return5 year net return
Champlain Mid Cap Collective Fund Cl 417.5817.58
Champlain Mid Cap Collective Fund Cl 5n/a16.71
Champlain Mid Cap Collective Fund Cl 1n/a16.54
Voya Mid Cap Growth Trust Class 215.2914.48
CastleArk Small Company Growth CITn/a12.23
Wellington CIF II MdCap Opportunities S3n/a12.15
Wellington CIF II MdCap Opportunities S2n/a11.97
Wellington CIF II MdCap Opportunities S1n/a11.78
GW&K S/M Cp Cor Eq Collective Invmt Fund11.9711.25
FIAM Small/Mid Cap Core Class Kn/a6.71
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Large Growth1 year gross return1 year net return
JENNISON GROWTH EQUITY FUND 356.4355.10
Wellington CIF II Growth S2n/a43.12
Alger Collective Trust Spectra Series R143.7842.92
Alger Capital Appreciation Series CF R143.5842.65
BNYM Mellon NSL US Large Cap Grwth Eq Fd42.3641.86
State St Russell Lg Cap Gr® Indx SL Cl I37.5637.55
Spartan Large Cap Growth Index Pool37.5437.54
Nuveen Winslow Large Cap Growth Cl I37.9037.14
Nuveen Winslow Large Cap Growth, Class R37.8937.03
Nuveen Winslow Large Cap Growth Cl Y37.9237.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Large Growth5 year gross return5 year net return
Wellington CIF II Growth S2n/a22.68
JENNISON GROWTH EQUITY FUND 3n/a21.57
State St Russell Lg Cap Gr® Indx SL Cl I20.0920.09
Alger Capital Appreciation Series CF R1n/a20.03
BNYM Mellon NSL LargeCap Grwth SIF19.9219.86
Nuveen Winslow Large Cap Growth Cl I20.4519.78
Nuveen Winslow Large Cap Growth, Class R20.4319.71
Nuveen Winslow Large Cap Growth Cl Y20.4419.65
Nuveen Winslow Large Cap Growth Cl I2020.4319.54
Ivy Large Cap Growth CIT Class 1n/a19.35
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Small Blend1 year gross return1 year net return
Blackrock Russell 2000 Alpha Tilts Fd A1.701.70
PIMCO StocksPlus Small Collective Tr III3.650.75
PIMCO StocksPlus Small Collective Tr II3.700.65
BNYM Mellon SL Small Cap SIF Instl0.650.63
BNYM Mellon SL Small Cap SIF0.650.61
BNYM Mellon NSL Small Cap SIF Instl0.500.47
Spartan Small Cap Index Pool A0.460.46
BNYM Mellon SL Small Cap SIF UC30.650.43
NT R2000 Index Fund - NLn/a0.41
State St Russell Sm Cap® Indx SL Cl I-11.000.40
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Small Blend5 year gross return5 year net return
Wellington CIF II Small Cap Oppsn/a10.07
Blackrock Russell 2000 Alpha Tilts Fd A8.648.64
State St Russell Sm Cap® Indx SL Cl I5.628.20
BNYM Mellon SL Small Cap SIF8.018.18
NT R2000 Index Fund - NLn/a8.02
State St Russell Sm Cap® Indx NL Cl A5.438.01
BNYM Mellon SL Small Cap SIF UC38.157.99
BNYM Mellon NSL Small Cap SIF Instln/a7.98
BNYM Mellon DB NSL Small Cap SIF8.037.95
BNYM Mellon SL Small Cap SIF Instln/a7.90
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Mid-Cap Blend1 year gross return1 year net return
Blackrock Russ 3000 Alpha Tilts CF15.5315.53
Blackrock US Eq Mkt Fund CF14.7914.74
State St Russell Sm/Mid Cp® Indx SL Cl I3.8913.56
State St Russell Sm/Mid Cp® Indx NL Cl An/a13.48
Spartan Extended Market Index Pool A12.9712.97
Spartan Extended Market Index Pool E12.9612.92
Spartan Extended Market Index Pool C12.9612.91
BNYM Mellon NSL Mkt Completion Fd Instl12.8112.79
BNYM Mellon NSL Mkt Completion Fd12.8112.73
BNYM Mellon SL Mkt Completion Fd12.7212.68
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Mid-Cap Blend5 year gross return5 year net return
Blackrock Russ 3000 Alpha Tilts CF14.1014.10
Blackrock US Eq Mkt Fund CF13.7213.69
State St Russell Sm/Mid Cp® Indx SL Cl I9.5811.54
State St Russell Sm/Mid Cp® Indx NL Cl An/a11.43
BNYM Mellon SL Mkt Completion Fd11.2511.20
BNYM Mellon NSL Mkt Completion Fd11.0610.98
BlackRock Mid-Cap Equity Index Fn/a8.20
BNYM Mellon DB SL Mid Cap SIF8.208.15
State St S&P MidCap® Indx SL Cl I5.448.14
BNYM Mellon SL Mid Cap SIF8.188.14
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Large Blend1 year gross return1 year net return
FIAM Focused Large Cap Growth Pool26.3325.78
Pioneer Large Cap Core Equity Trust - T222.7222.11
PanAgora US LgCp Stk Selector CF - I20.0619.46
PanAgora US LgCp Stk Selector CF - R20.0719.41
BNYM Mellon NSL Dynamic US Equity Fund17.0116.59
Blackrock Russ 1000 Alpha Tilts CF16.5416.54
Blackrock Alpha Tilts Fund CF16.0116.01
NT R1000 Index Fund - NL15.9815.98
BNYM Mellon DB SL Large Cap SIF16.0315.97
BNYM Mellon NSL Large Cap SIF Instl15.9215.90
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Large Blend5 year gross return5 year net return
BNYM Mellon NSL Dynamic US Equity Fund17.1616.74
FIAM Focused Large Cap Growth Pool16.9116.12
Pioneer Large Cap Core Equity Trust - T2n/a16.01
Blackrock Russ 1000 Alpha Tilts CF14.5614.56
Blackrock Alpha Tilts Fund CF14.2514.25
BlackRock Equity Index Fn/a14.20
Blackrock Eq Idx Fund CF14.1914.18
State St S&P 500® Indx SL Cl I14.1514.15
State St S&P 500® Indx NL Cl A8.8914.15
BNYM Mellon SL Stock Index Fund14.1714.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


World Stock1 year gross return1 year net return
JENNISON GLOBAL OPPORTUNITY FUND 266.1764.93
Artisan Global Opportunity Trust, Tier 340.2339.19
Artisan Global Opportunity Trust, Tier 140.2639.07
Artisan Global Discovery Trust Founders39.0738.03
Hardman Johnston Glb Equity Group Trust36.6835.80
OFIGTC Global Equity A24.2422.90
Artisan Global Equity Trust, Tier 123.7022.66
American Century Glbl Grwth Eq Tr Tier 218.0517.37
FIAM Global Core14.9014.33
FIAM Select Global CIT13.0912.58
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


World Stock5 year gross return5 year net return
JENNISON GLOBAL OPPORTUNITY FUND 2n/a22.83
Hardman Johnston Glb Equity Group Trust19.6218.84
Artisan Global Opportunity Trust, Tier 319.5418.65
Artisan Global Opportunity Trust, Tier 119.5518.54
Artisan Global Equity Trust, Tier 115.7214.74
American Century Glbl Grwth Eq Tr Tier 2n/a13.35
Wellington CIF II Global Equitiesn/a10.28
FIAM Global Low Volatility Eq Pool10.159.83
FIAM Global Core10.309.50
FIAM Select Global CIT9.989.27
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Foreign Large Value1 year gross return1 year net return
FIAM International Equity Value Cmgld Pl-5.57-3.67
KBI EAFE Markets Equity CIT A-3.41-4.46
Pictet International Equity Fund LLC-6.90-7.68
LSV Asset Mgt Intl Lg Cap Val Eq Trust-8.10-8.79
Mondrian International Equity CIT VIII-10.08-10.48
Mondrian International Eq CIT IX-10.14-10.56
Mondrian International Equity CIT I-9.60-10.69
Denali Network Value International A-14.16-14.90
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Foreign Large Value5 year gross return5 year net return
Pictet International Equity Fund LLC4.453.57
LSV Asset Mgt Intl Lg Cap Val Eq Trust3.492.74
Mondrian International Equity CIT VIIIn/a1.81
Mondrian International Eq CIT IXn/a1.78
Mondrian International Equity CIT I2.561.63
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Foreign Large Blend1 year gross return1 year net return
FIAM Overseas Commingled Pool A13.4113.41
Schroder International Equity Trust 113.8313.32
Wellington CIF II Intl Opps12.5011.98
Wellington CIF II Intl Opps S111.3911.39
BNYM Mellon PE NSL International Eq Fd2.288.40
FIAM Select International Plus CIT7.657.11
Tocqueville International Equity CIT A7.766.90
FIAM Select International Class Nn/a6.33
FIAM Select International Pool6.606.12
Gryphon International EAFE Growth Fd-CIT6.115.32
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Foreign Large Blend5 year gross return5 year net return
Wellington CIF II Intl Opps7.197.09
Blackrock Curr Hedged EAFE Idx CF6.866.81
State St Gbl All Cp Eq ex-US Idx NL Cl An/a6.64
Beutel Goodman Intl Equity Fund (US$)7.406.61
Wellington CIF II Intl Opps S1n/a6.49
BNYM Mellon PE NSL International Eq Fd5.886.44
BNYM Mellon DB NSL ACWI ex-US Fund6.536.43
BNYM Mellon SL ACWI ex-US Fund6.586.43
BNYM Mellon NSL ACWI ex-US Fund6.436.32
FIAM Select International Plus CIT6.676.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Foreign Large Growth1 year gross return1 year net return
Hardman Johnston Intl Equity Group Trust26.8226.02
William Blair International Growth CIT26.8325.78
FIAM International Equity Gr Cmgld Pl18.8620.91
Wellington CIF II Intl Qual Gr S2n/a19.71
Wellington CIF II Intl Qual Gr S1n/a19.57
Fiera International Equity 118.8218.16
Capital Group Int'l Equity DB Fund18.4917.67
Capital Group Intl Equity DC Unit T18.0717.26
Capital Group Intl All Countries Eq DC-T17.8617.05
Capital Group Intl All Countries Eq DB17.8611.23
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Foreign Large Growth5 year gross return5 year net return
Hardman Johnston Intl Equity Group Trust14.2713.52
Fiera International Equity 1n/a13.08
Capital Group Intl All Countries Eq DC-T13.8613.07
Capital Group Intl All Countries Eq DB13.9011.97
Capital Group Int'l Equity DB Fund12.5111.73
Capital Group Intl Equity DC Unit T12.1811.40
William Blair International Growth CIT11.2310.36
Artisan International Growth Trust - T38.988.11
Artisan International Growth Trust - T18.978.00
Invesco International Growth Cl In/a7.79
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Foreign Small/Mid Value1 year gross return1 year net return
Segall Bryant & Hamill Int Sm Cp Fndrs +-6.18-6.83
Segall B & H Intl Sml Cap Founders-6.16-6.95
Segall Bryant & Hamill Int SC Inst Plus-6.24-7.03
Segall Bryant & Hamill Int SC InstUnits-6.21-7.04
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Foreign Small/Mid Growth1 year gross return1 year net return
CastleArk International Small Cap Eq 148.2247.11
Rainier Small Cap International Equity L32.1231.07
Rainier Small Cap International Equity B32.0930.78
Rainier Small Cap International Equity A32.1330.76
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Foreign Small/Mid Growth5 year gross return5 year net return
Rainier Small Cap International Equity Ln/a11.59
Rainier Small Cap International Equity Bn/a11.35
Rainier Small Cap International Equity An/a11.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Diversified Emerging Mkts1 year gross return1 year net return
Artisan Developing World Trust Tier 173.3171.50
William Emerging Markets Growth CIT34.2533.21
Ivy Emerging Markets Equity CIT 127.1326.09
Wellington CIF II Emerging Markets EqMtrn/a24.59
FIAM Select Emerging Markets Class A15.9415.92
FIAM Emerging Markets Opports Cmgld Pl15.2215.13
FIAM Select Emerging Markets Class Dn/a15.09
Mondrian Emerging Markets Wlth Eq CIT F12.0011.32
State St Emg Mkts Indx NL Cl A11.0111.01
Spartan Emerging Markets Index Pool A10.9210.92
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Diversified Emerging Mkts5 year gross return5 year net return
Wellington CIF II Emerging Markets EqMtrn/a13.68
William Emerging Markets Growth CIT14.3613.37
FIAM Select Emerging Markets Class A12.0211.40
FIAM Select Emerging Markets Class Dn/a11.25
State St Emg Mkts Indx NL Cl A9.039.03
BlackRock Emerging Markets Index Fn/a8.98
City of London Global Emg Mkts Fundn/a8.79
BNYM Mellon NSL Emerging Mkt SIF8.938.78
EARNEST Partners Emerging Markets Fundn/a7.33
LMCG Emerging Markets Collective 1n/a5.14
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Global Real Estate1 year gross return1 year net return
Cohen & Steers Global Realty CIT B-9.14-9.77
Cohen & Steers Global Realty CIT-9.10-9.78
PGI CIT Global Real Estate Securities Fd-10.68-11.32
DWS RREEF Glb Real Estate Sec Cmgld Fund-12.14-12.14
DWS RREEF Global Real Estate Sec CF-A-12.79-12.79
AEW Gl Property Secs Master Tr L-15.14-15.46
AEW Gl Property Secs Master Tr-DC Plan B-15.21-15.47
AEW Gl Property Secs Master Tr-Class A-15.17-15.54
Invesco Equity Global RE Secs Tr C-16.45-17.13
MSIM Global Real Estate A1-22.27-22.27
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Global Real Estate5 year gross return5 year net return
Cohen & Steers Global Realty CIT Bn/a5.75
Cohen & Steers Global Realty CITn/a5.72
DWS RREEF Glb Real Estate Sec Cmgld Fund5.215.21
PGI CIT Global Real Estate Securities Fdn/a4.80
DWS RREEF Global Real Estate Sec CF-A4.444.34
AEW Gl Property Secs Master Tr-DC Plan Bn/a3.36
AEW Gl Property Secs Master Tr Ln/a3.31
AEW Gl Property Secs Master Tr-Class An/a3.27
Invesco Equity Global RE Secs Tr Cn/a2.07
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


World Bond1 year gross return1 year net return
MacKay Shields Core Fixed Inc CIT Cl 37.857.69
Brandywine Global Fixed Income BIT6.906.32
Brandywine Global Fixed Income BGIMT6.676.20
Brandywine Global Fixed Income GT6.145.56
Brandywine Global Opportun Fxd BGIMT5.715.13
Brandywine International Fixed Inc BIT5.494.91
PIMCO Global Advantage Strategy CIT II4.634.05
PIMCO Global Advantage Strategy III CIT4.714.02
Brandywine Intl Opportunistic Fxd BIT4.513.94
Wellington CIF II World Bond S2n/a0.70
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


World Bond5 year gross return5 year net return
PIMCO Global Advantage Strategy CIT IIn/a4.91
PIMCO Global Advantage Strategy III CITn/a4.79
Brandywine Global Opportun Fxd BGIMT4.834.26
Brandywine Global Fixed Income BIT4.473.90
Brandywine Global Fixed Income GT4.343.77
Brandywine Global Fixed Income BGIMT4.213.75
Brandywine Intl Opportunistic Fxd BIT3.562.99
Wellington CIF II World Bond S2n/a2.73
Brandywine International Fixed Inc BIT3.032.46
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


High Yield Bond1 year gross return1 year net return
Shenkman Capital Four Pts Multi-Strat Fd7.686.72
Loomis Sayles HYCSV CIT5.154.63
MacKay Shields High Yld Bond CIT Class 14.454.08
BNYM Mellon DB SL High Yield Beta Fund3.363.09
Wellington CIF II Core High Yield S13.032.63
Shenkman Capital Mgt Primus HighYield CF3.302.46
Eaton Vance EB High Yield I2.612.19
FIAM High Yield Bond Commingled Pool1.030.53
Fort Washington High Yield Fixed Inc CF0.330.33
Barings US High Yield CIF A-0.61-1.01
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


High Yield Bond5 year gross return5 year net return
BNYM Mellon DB SL High Yield Beta Fund7.236.97
Shenkman Capital Four Pts Multi-Strat Fd7.596.63
Wellington CIF II Core High Yield S16.716.27
Eaton Vance EB High Yield I6.586.08
Fort Washington High Yield Fixed Inc CF5.915.91
DDJ Total Return Credit I Composite6.855.73
Loomis Sayles HYCSV CIT6.175.63
FIAM High Yield Bond Commingled Pool6.015.48
Shenkman Capital Mgt Primus HighYield CF6.265.37
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Intermediate Government1 year gross return1 year net return
FIAM Target Date Govt Bd Idx Cmgld Pl7.857.85
Diversified Ret Interm Govt/Credit Tr6.155.94
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Intermediate-Term Bond1 year gross return1 year net return
FIAM Broad Market Duration Pool9.158.88
Fort Washington Cor Pls Fxd Inc CIT Fdrs8.908.57
Wellington CIF II Core Bond S18.688.41
PGI CIT Core Fixed Income Fund8.297.91
MetLife Core Plus Collective Trust 18.077.90
State St US Bnd Indx SL Cl I7.157.15
State St US Bnd Indx NL Cl A7.137.12
BNYM Mellon SL Agg Bond Index Fund7.067.01
BNYM Mellon DB SL Agg Bond Index Fd7.026.96
FIAM U.S. Bond Index Pool6.956.92
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Intermediate-Term Bond5 year gross return5 year net return
FIAM Broad Market Duration Pool5.285.02
Wellington CIF II Core Bond S15.305.01
PGI CIT Core Fixed Income Fund5.024.66
State St US Bnd Indx SL Cl I4.244.24
State St US Bnd Indx NL Cl An/a4.20
Invesco Intermediate Bond Trust4.474.16
BNYM Mellon DB SL Agg Bond Index Fd4.184.14
BNYM Mellon SL Agg Bond Index Fund4.164.12
FIAM U.S. Bond Index Pool4.164.10
BNYM Mellon NSL Agg Bond Index Fd Instln/a4.07
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Short-Term Bond1 year gross return1 year net return
Voya Short Duration High Quality Trust4.454.22
FIAM Target Date Short Credit Cmgld Pool4.204.20
FIAM Short Duration Pool4.103.89
BNYM Mellon SL 1-3 Yr G/C Bond Index Fd3.773.71
BNYM Mellon NSL 1-3 Yr G/C BI Fd Instl3.663.64
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Short-Term Bond5 year gross return5 year net return
Voya Short Duration High Quality Trust2.652.42
FIAM Short Duration Pool2.542.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Long Government1 year gross return1 year net return
FIAM Long U.S. Treasury STRIPS Pool Idx21.2021.16
BNYM Mellon DB SL Long Term Govt BI Fd16.3016.26
State St US Lg Gov Bnd Indx SL Cl I16.2516.25
BNYM Mellon DB NSL Long Term Govt BI Fd16.2016.17
NT LT Gov Bond Index Fund - NL - J16.1116.11
FIAM Target Date LT Treas Idx Cmgld Pool15.5315.53
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Long Government5 year gross return5 year net return
FIAM Long U.S. Treasury STRIPS Pool Idx11.5211.40
State St US Lg Gov Bnd Indx SL Cl I8.228.22
BNYM Mellon DB SL Long Term Govt BI Fd8.238.19
NT LT Gov Bond Index Fund - NL - J8.178.17
BNYM Mellon DB NSL Long Term Govt BI Fd8.188.06
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Long-Term Bond1 year gross return1 year net return
Wellington CIF II Long Bondn/a14.99
FIAM Long Duration CIT14.4714.19
Blackrock Long Corp Bond Idx CF9.429.37
BNYM Mellon DB SL Long Term Credit BI Fd9.419.33
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Long-Term Bond5 year gross return5 year net return
Wellington CIF II Long Bondn/a9.60
FIAM Long Duration CIT9.258.98
Blackrock Long Corp Bond Idx CF8.928.89
BNYM Mellon DB SL Long Term Credit BI Fd8.898.82
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Multisector Bond1 year gross return1 year net return
Loomis Sayles MSFD CIT11.4610.84
FIAM Tactical Bond Pool6.676.67
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Multisector Bond5 year gross return5 year net return
Loomis Sayles MSFD CIT7.526.92
FIAM Tactical Bond Pool6.496.49
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


High Yield Bond1 year gross return1 year net return
Shenkman Capital Four Pts Multi-Strat Fd7.686.72
Loomis Sayles HYCSV CIT5.154.63
MacKay Shields High Yld Bond CIT Class 14.454.08
BNYM Mellon DB SL High Yield Beta Fund3.363.09
Wellington CIF II Core High Yield S13.032.63
Shenkman Capital Mgt Primus HighYield CF3.302.46
Eaton Vance EB High Yield I2.612.19
FIAM High Yield Bond Commingled Pool1.030.53
Fort Washington High Yield Fixed Inc CF0.330.33
Barings US High Yield CIF A-0.61-1.01
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


High Yield Bond5 year gross return5 year net return
BNYM Mellon DB SL High Yield Beta Fund7.236.97
Shenkman Capital Four Pts Multi-Strat Fd7.596.63
Wellington CIF II Core High Yield S16.716.27
Eaton Vance EB High Yield I6.586.08
Fort Washington High Yield Fixed Inc CF5.915.91
DDJ Total Return Credit I Composite6.855.73
Loomis Sayles HYCSV CIT6.175.63
FIAM High Yield Bond Commingled Pool6.015.48
Shenkman Capital Mgt Primus HighYield CF6.265.37
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Intermediate Government1 year gross return1 year net return
FIAM Target Date Govt Bd Idx Cmgld Pl7.857.85
Diversified Ret Interm Govt/Credit Tr6.155.94
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Intermediate-Term Bond1 year gross return1 year net return
FIAM Broad Market Duration Pool9.158.88
Fort Washington Cor Pls Fxd Inc CIT Fdrs8.908.57
Wellington CIF II Core Bond S18.688.41
PGI CIT Core Fixed Income Fund8.297.91
MetLife Core Plus Collective Trust 18.077.90
State St US Bnd Indx SL Cl I7.157.15
State St US Bnd Indx NL Cl A7.137.12
BNYM Mellon SL Agg Bond Index Fund7.067.01
BNYM Mellon DB SL Agg Bond Index Fd7.026.96
FIAM U.S. Bond Index Pool6.956.92
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Intermediate-Term Bond5 year gross return5 year net return
FIAM Broad Market Duration Pool5.285.02
Wellington CIF II Core Bond S15.305.01
PGI CIT Core Fixed Income Fund5.024.66
State St US Bnd Indx SL Cl I4.244.24
State St US Bnd Indx NL Cl An/a4.20
Invesco Intermediate Bond Trust4.474.16
BNYM Mellon DB SL Agg Bond Index Fd4.184.14
BNYM Mellon SL Agg Bond Index Fund4.164.12
FIAM U.S. Bond Index Pool4.164.10
BNYM Mellon NSL Agg Bond Index Fd Instln/a4.07
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Short-Term Bond1 year gross return1 year net return
Voya Short Duration High Quality Trust4.454.22
FIAM Target Date Short Credit Cmgld Pool4.204.20
FIAM Short Duration Pool4.103.89
BNYM Mellon SL 1-3 Yr G/C Bond Index Fd3.773.71
BNYM Mellon NSL 1-3 Yr G/C BI Fd Instl3.663.64
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Short-Term Bond5 year gross return5 year net return
Voya Short Duration High Quality Trust2.652.42
FIAM Short Duration Pool2.542.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Long Government1 year gross return1 year net return
FIAM Long U.S. Treasury STRIPS Pool Idx21.2021.16
BNYM Mellon DB SL Long Term Govt BI Fd16.3016.26
State St US Lg Gov Bnd Indx SL Cl I16.2516.25
BNYM Mellon DB NSL Long Term Govt BI Fd16.2016.17
NT LT Gov Bond Index Fund - NL - J16.1116.11
FIAM Target Date LT Treas Idx Cmgld Pool15.5315.53
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Long Government5 year gross return5 year net return
FIAM Long U.S. Treasury STRIPS Pool Idx11.5211.40
State St US Lg Gov Bnd Indx SL Cl I8.228.22
BNYM Mellon DB SL Long Term Govt BI Fd8.238.19
NT LT Gov Bond Index Fund - NL - J8.178.17
BNYM Mellon DB NSL Long Term Govt BI Fd8.188.06
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Long-Term Bond1 year gross return1 year net return
Wellington CIF II Long Bondn/a14.99
FIAM Long Duration CIT14.4714.19
Blackrock Long Corp Bond Idx CF9.429.37
BNYM Mellon DB SL Long Term Credit BI Fd9.419.33
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Long-Term Bond5 year gross return5 year net return
Wellington CIF II Long Bondn/a9.60
FIAM Long Duration CIT9.258.98
Blackrock Long Corp Bond Idx CF8.928.89
BNYM Mellon DB SL Long Term Credit BI Fd8.898.82
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Multisector Bond1 year gross return1 year net return
Loomis Sayles MSFD CIT11.4610.84
FIAM Tactical Bond Pool6.676.67
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Multisector Bond5 year gross return5 year net return
Loomis Sayles MSFD CIT7.526.92
FIAM Tactical Bond Pool6.496.49
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Inflation-Protected Bond1 year gross return1 year net return
PIMCO Real Return Collective Trust II11.4111.05
BNYM Mellon SL TIPS Index Fund10.1010.06
BNYM Mellon NSL TIPS Index Fund Instl10.0710.05
BNYM Mellon NSL TIPS Index Fund10.0710.03
State St US Infl Protct Bnd Indx NL Cl A9.969.97
Wellington CIF II TIPS S1n/a8.43
FIAM Inter Infla-Pro Bond Index Pool Dn/a7.50
FIAM Int Infl-Prot Bond Index Cmgld Pool7.567.50
U.S. TIPS Fund E6.306.28
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Inflation-Protected Bond5 year gross return5 year net return
PIMCO Real Return Collective Trust IIn/a4.61
BNYM Mellon NSL TIPS Index Fund4.624.58
State St US Infl Protct Bnd Indx NL Cl A4.584.58
U.S. TIPS Fund E4.014.00
Wellington CIF II TIPS S1n/a3.90
FIAM Inter Infla-Pro Bond Index Pool Dn/a3.58
FIAM Int Infl-Prot Bond Index Cmgld Pool3.623.55
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Stable Value1 year gross return1 year net return
Putnam Stable Value Fund: Gross2.672.67
Vantagepoint PLUS Fund Gross2.622.62
Putnam Stable Value Fund: 10bps2.682.59
Putnam Stable Value Fund: 15bps2.682.50
Putnam Stable Value Fund: 20bps2.682.49
Wells Fargo Stable Value Fund W2.662.46
VT III PLUS Fund2.622.46
Putnam Stable Value Fund: 25bps2.682.42
Vantagepoint PLUS Fund R122.622.41
Invesco Stable Value Retirement Fund CL12.482.38
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Stable Value5 year gross return5 year net return
Vantagepoint PLUS Fund Gross2.522.52
Putnam Stable Value Fund: Gross2.372.35
Putnam Stable Value Fund: 10bps2.372.27
IBEW NECA Stable Value Tr Bas Category2.322.23
Putnam Stable Value Fund: 15bps2.372.21
Vantagepoint PLUS Fund R102.522.20
Putnam Stable Value Fund: 20bps2.372.18
Galliard Managed Income Fundn/a2.18
Wells Fargo Stable Value Fund Wn/a2.17
Vantagepoint PLUS Fund R92.522.15
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Emerging Markets Bond1 year gross return1 year net return
Wellington CIF II Opportunistic EM DbtS1n/a3.95
Capital Group EM Debt (Broad) DB Fund3.382.75
Capital Group EM Debt (Broad) DC Unit T3.352.73
MetLife Inv. Mgmt. Emerg Mkts Debt 22.972.41
FIAM Emerging Mkts Debt Commingled Pool0.740.09
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Emerging Markets Bond5 year gross return5 year net return
Wellington CIF II Opportunistic EM DbtS1n/a6.98
MetLife Inv. Mgmt. Emerg Mkts Debt 2n/a6.41
Capital Group EM Debt (Broad) DB Fund6.515.88
Capital Group EM Debt (Broad) DC Unit T6.455.81
FIAM Emerging Mkts Debt Commingled Pool6.005.32
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


World Allocation1 year gross return1 year net return
Wellington Opportunistic Investmentn/a9.52
Invesco Balanced Risk Allocation Trust3.753.28
PIMCO Diversified Real Asset CIT-3.38-3.77
Wellington CIF II Divers Inflation Hge-4.42-4.95
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


World Allocation5 year gross return5 year net return
Wellington Opportunistic Investmentn/a6.27
Invesco Balanced Risk Allocation Trust6.646.18
Wellington CIF II Divers Inflation Hge3.042.85
PIMCO Diversified Real Asset CITn/a2.52
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Conservative Allocation1 year gross return1 year net return
FIAM Pension Journey 30/70 Commingled Pl11.8811.88
FIAM Pension Journey 50/50 Commingled Pl11.0511.05
FIAM Pension Journey 60/40 Commingled Pl10.7610.76
Wellington CIF II Balanced Real Asset S10.720.15
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Moderate Allocation1 year gross return1 year net return
FIAM Pension Journey 70/30 Commingled Pl10.0110.01
State St Mod Strategic Bal SL Cl I8.448.45
Pioneer U.S. Balanced Trust - T28.237.71
Harris Assoc. Oakmark Eq & Inc Cl 20.250.06
Harris Oakmark Equity & Income CIT0.23-0.37
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Moderate Allocation5 year gross return5 year net return
Pioneer U.S. Balanced Trust - T2n/a9.27
State St Mod Strategic Bal SL Cl I8.088.08
Harris Oakmark Equity & Income CITn/a5.71
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2000-20101 year gross return1 year net return
FIAM Blend Target Date 2010 S8.448.16
FIAM Blend Target Date 2010 T8.428.16
FIAM Blend Target Date 2010 R8.378.05
FIAM Index Target Date 2010 Y8.108.03
FIAM Index Target Date 2010 T8.118.03
FIAM Index Target Date 2010 R8.088.00
FIAM Blend Target Date 2010 Q8.358.00
FIAM Blend Target Date 2010 Y8.378.00
FIAM Index Target Date 2010 S8.067.97
FIAM Index Target Date 2010 U8.097.97
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2000-20105 year gross return5 year net return
Morningstar Lifetime Gr 2010 Index N-1n/a7.37
FIAM Blend Target Date 2010 S7.437.15
FIAM Blend Target Date 2010 T7.407.14
FIAM Blend Target Date 2010 R7.407.08
FIAM Blend Target Date 2010 Y7.407.03
FIAM Blend Target Date 2010 Q7.397.02
FIAM Blend Target Date 2010 X7.407.01
FIAM Index Target Date 2010 R7.056.99
FIAM Index Target Date 2010 Y7.056.98
FIAM Index Target Date 2010 T7.066.98
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2011-20151 year gross return1 year net return
FIAM Blend Target Date 2015 T9.238.97
FIAM Blend Target Date 2015 S9.208.91
FIAM Blend Target Date 2015 R9.208.87
FIAM Blend Target Date 2015 Q9.188.83
FIAM Blend Target Date 2015 X9.228.83
FIAM Blend Target Date 2015 Y9.208.82
FIAM Blend Target Date 2015 W9.228.79
FIAM Index Target Date 2015 R8.718.70
FIAM Blend Target Date 2015 V9.158.69
FIAM Index Target Date 2015 T8.698.61
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2011-20155 year gross return5 year net return
FIAM Blend Target Date 2015 S8.237.94
Morningstar Lifetime Gr 2015 Index N-1n/a7.91
FIAM Blend Target Date 2015 T8.147.88
FIAM Blend Target Date 2015 R8.147.82
FIAM Index Target Date 2015 R7.847.78
FIAM Blend Target Date 2015 Y8.147.78
FIAM Index Target Date 2015 T7.837.76
FIAM Blend Target Date 2015 X8.157.76
FIAM Blend Target Date 2015 Q8.137.76
FIAM Index Target Date 2015 Y7.847.76
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2016-20201 year gross return1 year net return
FIAM Blend Target Date 2020 T9.949.67
FIAM Blend Target Date 2020 S9.919.62
FIAM Blend Target Date 2020 Q9.949.58
FIAM Blend Target Date 2020 R9.909.56
FIAM Blend Target Date 2020 X9.939.53
FIAM Blend Target Date 2020 Y9.909.52
FIAM Blend Target Date 2020 V9.989.52
FIAM Blend Target Date 2020 W9.939.49
FIAM Index Target Date 2020 R9.219.20
FIAM Index Target Date 2020 S9.269.17
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2016-20205 year gross return5 year net return
Morningstar Lifetime Gr 2020 Index N-1n/a8.46
FIAM Blend Target Date 2020 S8.688.40
FIAM Blend Target Date 2020 T8.668.40
FIAM Index Target Date 2020 R8.378.32
FIAM Blend Target Date 2020 R8.658.32
FIAM Index Target Date 2020 S8.388.29
FIAM Index Target Date 2020 Y8.368.29
FIAM Index Target Date 2020 T8.378.29
FIAM Blend Target Date 2020 Q8.658.28
FIAM Blend Target Date 2020 Y8.648.27
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2021-20251 year gross return1 year net return
State St Target Ret 2025 NL Cl A10.5210.52
FIAM Blend Target Date 2025 T10.4810.21
FIAM Blend Target Date 2025 S10.5010.21
FIAM Blend Target Date 2025 Y10.5010.12
FIAM Blend Target Date 2025 R10.4410.11
FIAM Blend Target Date 2025 X10.4710.07
FIAM Blend Target Date 2025 Q10.4110.06
FIAM Blend Target Date 2025 W10.4810.03
FIAM Blend Target Date 2025 V10.4610.00
FIAM Index Target Date 2025 T9.639.56
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2021-20255 year gross return5 year net return
State St Target Ret 2025 NL Cl An/a8.93
FIAM Blend Target Date 2025 S9.188.90
Morningstar Lifetime Gr 2025 Index N-1n/a8.90
FIAM Blend Target Date 2025 T9.128.85
FIAM Index Target Date 2025 R8.888.82
FIAM Index Target Date 2025 T8.898.81
FIAM Blend Target Date 2025 R9.138.81
FIAM Index Target Date 2025 Y8.888.80
FIAM Blend Target Date 2025 Y9.138.76
FIAM Blend Target Date 2025 Q9.128.75
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2026-20301 year gross return1 year net return
State St Target Ret 2030 NL Cl A12.1612.15
FIAM Blend Target Date 2030 S11.1510.87
FIAM Blend Target Date 2030 T11.1310.86
FIAM Blend Target Date 2030 Y11.2110.84
FIAM Blend Target Date 2030 R11.1510.81
FIAM Blend Target Date 2030 Q11.1310.77
FIAM Blend Target Date 2030 W11.1910.75
FIAM Blend Target Date 2030 X11.1210.72
FIAM Blend Target Date 2030 V11.1310.66
FIAM Index Target Date 2030 R10.0710.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2026-20305 year gross return5 year net return
FIAM Index Target Date 2030 R9.939.87
FIAM Index Target Date 2030 T9.929.85
FIAM Index Target Date 2030 Y9.929.85
FIAM Index Target Date 2030 S9.939.84
FIAM Blend Target Date 2030 T10.079.81
FIAM Blend Target Date 2030 S10.089.79
FIAM Index Target Date 2030 U9.929.76
FIAM Blend Target Date 2030 R10.099.76
FIAM Blend Target Date 2030 Q10.089.71
FIAM Blend Target Date 2030 Y10.099.71
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2031-20351 year gross return1 year net return
State St Target Ret 2035 NL Cl A12.4812.47
FIAM Blend Target Date 2035 T11.8211.55
FIAM Blend Target Date 2035 R11.8511.51
FIAM Blend Target Date 2035 S11.7911.50
FIAM Blend Target Date 2035 Y11.8611.48
FIAM Blend Target Date 2035 Q11.8311.47
FIAM Blend Target Date 2035 X11.8311.43
FIAM Blend Target Date 2035 W11.8411.39
FIAM Blend Target Date 2035 V11.8411.36
FIAM Index Target Date 2035 R10.2710.29
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2031-20355 year gross return5 year net return
FIAM Index Target Date 2035 R10.5910.54
FIAM Index Target Date 2035 T10.6010.53
FIAM Index Target Date 2035 Y10.6010.52
FIAM Index Target Date 2035 S10.6010.51
FIAM Index Target Date 2035 U10.5910.43
FIAM Blend Target Date 2035 S10.6910.41
FIAM Blend Target Date 2035 T10.6710.41
FIAM Blend Target Date 2035 R10.6810.35
FIAM Blend Target Date 2035 Y10.6910.32
FIAM Blend Target Date 2035 Q10.6910.32
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2036-20401 year gross return1 year net return
State St Target Ret 2040 NL Cl A12.4512.44
FIAM Blend Target Date 2040 T12.1211.85
FIAM Blend Target Date 2040 S12.1511.85
FIAM Blend Target Date 2040 Q12.1411.78
FIAM Blend Target Date 2040 R12.1011.76
FIAM Blend Target Date 2040 X12.1311.73
FIAM Blend Target Date 2040 Y12.1011.73
FIAM Blend Target Date 2040 V12.1411.66
FIAM Blend Target Date 2040 W12.0811.63
FIAM Index Target Date 2040 S10.5310.44
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2036-20405 year gross return5 year net return
FIAM Index Target Date 2040 R10.6310.57
FIAM Index Target Date 2040 T10.6410.56
FIAM Index Target Date 2040 Y10.6310.56
FIAM Index Target Date 2040 S10.6410.55
FIAM Index Target Date 2040 U10.6310.47
FIAM Blend Target Date 2040 T10.6810.42
FIAM Blend Target Date 2040 S10.6910.40
FIAM Blend Target Date 2040 R10.6810.35
State St Target Ret 2040 NL Cl An/a10.32
FIAM Blend Target Date 2040 Y10.6810.31
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2041-20451 year gross return1 year net return
State St Target Ret 2045 NL Cl A12.4012.39
FIAM Blend Target Date 2045 T12.1211.85
FIAM Blend Target Date 2045 S12.0811.79
FIAM Blend Target Date 2045 R12.0911.75
FIAM Blend Target Date 2045 Q12.0711.72
FIAM Blend Target Date 2045 X12.1211.72
FIAM Blend Target Date 2045 Y12.1011.71
FIAM Blend Target Date 2045 W12.1311.68
FIAM Blend Target Date 2045 V12.0811.60
FIAM Index Target Date 2045 R10.5110.48
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2041-20455 year gross return5 year net return
FIAM Index Target Date 2045 R10.6410.59
FIAM Index Target Date 2045 Y10.6310.56
FIAM Index Target Date 2045 T10.6410.56
FIAM Index Target Date 2045 S10.6510.56
State St Target Ret 2045 NL Cl An/a10.49
FIAM Index Target Date 2045 U10.6310.47
FIAM Blend Target Date 2045 T10.6610.40
FIAM Blend Target Date 2045 S10.6810.39
FIAM Blend Target Date 2045 R10.6710.34
FIAM Blend Target Date 2045 Q10.6710.29
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Retirement Income1 year gross return1 year net return
BNYM Mellon SL SmartPath RetInc Fd Instl7.837.75
BNYM Mellon SL SmartPath RetInc Fd7.837.73
Voya Target Solution Income Trust8.047.62
FIAM Index Target Date Income R7.037.00
FIAM Index Target Date Income T7.056.98
FIAM Index Target Date Income Y7.046.98
FIAM Index Target Date Income S7.066.97
State St Target Ret Income NL Cl A6.896.91
FIAM Index Target Date Income U7.016.88
FIAM Blend Target Date Income S6.926.65
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Retirement Income5 year gross return5 year net return
BNYM Mellon SL SmartPath RetInc Fd6.356.26
Voya Target Solution Income Trust6.646.23
State St Target Ret Income NL Cl An/a5.73
FIAM Blend Target Date Income T5.765.51
FIAM Blend Target Date Income S5.755.48
FIAM Blend Target Date Income R5.755.43
FIAM Blend Target Date Income Q5.775.41
FIAM Blend Target Date Income Y5.765.40
FIAM Blend Target Date Income X5.745.36
FIAM Blend Target Date Income W5.745.32
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Recommended for You
Graphic: Tough sledding for investment-grade credits
Graphic: Tough sledding for investment-grade credits
Riskwatch for Q4 2021
Riskwatch for Q4 2021
Event-driven and equity hedge funds earn top returns in 2021
Event-driven and equity hedge funds earn top returns in 2021