Top performing managers by category: commingled accounts, 3rd Quarter 2023




Large Growth1 year gross return1 year net return
BNYM Newton NSL US Large Cap Grwth Eq Fd32.0632.06
Spartan Large Cap Growth Index Pool G27.7427.71
Invesco American Franchise Trust - C27.3927.44
Eaton Vance EB Large Cap Growth I27.8927.29
Wellington CIF II Growth26.5626.56
Wellington CIF II Growth S226.5526.05
Sands Capital Slct Grwth CIT Founders CL26.3025.76
GG Trust Large Cap Growth Sel Fd CL 0IM25.1025.04
Voya Large Cap Growth Trust22.9322.14
Polen Focus Growth CIT Cl P22.0421.94
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Large Growth5 year gross return5 year net return
Spartan Large Cap Growth Index Pool G12.4212.40
Invesco American Franchise Trust - C9.2011.89
Wellington CIF II Growth10.9310.93
Wellington CIF II Growth S210.9410.46
GG Trust Large Cap Growth Sel Fd CL 0IM10.4310.35
BNYM Newton NSL US Large Cap Grwth Eq Fd10.4110.21
Wellington CIF II Large Cap Research Eqn/a9.82
Capital Group U.S. Equity DC Unit T10.229.68
Eaton Vance EB Large Cap Growth I10.209.65
Wellington CIF US Research Equity9.469.46
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Conservative Allocation1 year gross return1 year net return
FIAM Pension Journey 50/50 CIT7.216.85
FIAM Market Based Cash Balance 30/70 CIT4.103.68
FIAM Pension Journey 40/60 CIT2.762.40
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Conservative Allocation5 year gross return5 year net return
FIAM Pension Journey 50/50 CIT2.872.50
FIAM Market Based Cash Balance 30/70 CIT1.991.57
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Global Real Estate1 year gross return1 year net return
Great Gray Trust REIT Select Fund CL 0IM5.805.75
Invesco Global Real Estate Income Tr - C5.254.62
Great Gray Trust REIT Select Fund CL 605.824.59
Cohen & Steers Global Reality CIT CL M3.773.20
Invesco Equity Global Real Estate Tr - C2.031.22
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Global Real Estate5 year gross return5 year net return
Cohen & Steers Global Reality CIT CL Mn/a1.67
Great Gray Trust REIT Select Fund CL 0IM0.150.08
Great Gray Trust REIT Select Fund CL 60n/a-1.11
Invesco Equity Global Real Estate Tr - C-0.37-1.17
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Target Date 2000-20101 year gross return1 year net return
Fidelity Freedom Blend 2010 Cmgld Pool B6.916.72
Fidelity Freedom Index 2010 Cmgld Pool Q6.766.72
Fidelity Freedom Index 2010 Cmgld Pool T6.756.68
Fidelity Freedom Index 2010 Cmgld Pool R6.716.66
Fidelity Freedom Blend 2010 Cmgld Pool T6.866.65
Fidelity Freedom Blend 2010 Cmgld Pool S6.906.65
Fidelity Freedom Index 2010 Cmgld Pool Y6.686.62
Fidelity Freedom Index 2010 Cmgld Pool S6.706.62
Fidelity Freedom Blend 2010 Cmgld Pool Q6.896.62
Fidelity Freedom Blend 2010 Cmgld Pool R6.856.61
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Target Date 2000-20105 year gross return5 year net return
Fidelity Freedom Blend 2010 Cmgld Pool B2.862.67
Fidelity Freedom Index 2010 Cmgld Pool Q2.652.63
Fidelity Freedom Index 2010 Cmgld Pool R2.672.62
Fidelity Freedom Blend 2010 Cmgld Pool T2.852.61
Fidelity Freedom Index 2010 Cmgld Pool T2.682.61
Fidelity Freedom Index 2010 Cmgld Pool Y2.662.60
Fidelity Freedom Blend 2010 Cmgld Pool S2.862.60
Fidelity Freedom Index 2010 Cmgld Pool S2.672.59
Fidelity Freedom Blend 2010 Cmgld Pool R2.852.56
Fidelity Freedom Blend 2010 Cmgld Pool Q2.852.54
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Long-Term Bond1 year gross return1 year net return
FIAM 8-10 Year Corporate Bond CIT3.293.03
BNYM Mellon DB SL Long Term Credit BIF2.642.58
FIAM Long Corporate CIT1.531.28
Legal & General Long Liability Corp CIT-0.33-0.63
Wellington CIF II Long Bond-3.08-3.04
FIAM Long Duration CIT-3.02-3.26
Legal & General Long Liab Treas 2X CIT-24.01-24.16
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Long-Term Bond5 year gross return5 year net return
FIAM 8-10 Year Corporate Bond CIT1.321.07
Legal & General Long Liability Corp CIT-0.320.07
BNYM Mellon DB SL Long Term Credit BIF-0.14-0.21
FIAM Long Duration CIT-0.42-0.67
Wellington CIF II Long Bondn/a-0.92
Legal & General Long Liab Treas 2X CIT-7.00-7.19
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Large Blend1 year gross return1 year net return
BNYM Mellon AFL-CIO SL SIF21.6421.62
Spartan 500 Index Pool G21.6321.62
Spartan 500 Index Pool E21.6221.61
Spartan 500 Index Pool D21.6221.61
BNYM Mellon SL SIF Instl21.6121.61
BNYM Mellon DB SL SIF21.6321.60
Spartan 500 Index Pool C21.6021.59
BNYM Mellon CF SL SIF21.6121.58
BNYM Mellon AFL-CIO SL SIF Instl21.6421.58
BNYM Mellon SL SIF21.6121.58
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Large Blend5 year gross return5 year net return
BNYM Mellon SL SIF Instl9.939.92
BNYM Mellon SL SIF T9.939.92
Spartan 500 Index Pool G9.929.92
Spartan 500 Index Pool E9.929.91
Spartan 500 Index Pool D9.929.90
BNYM Mellon NSL SIF Instl9.919.90
BNYM Mellon SL SIF9.939.89
Spartan 500 Index Pool C9.919.89
IBEW-NECA EQUITY INDEX FUND9.919.88
BNYM Mellon DB SL SIF9.939.88
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Target Date 2016-20201 year gross return1 year net return
Fidelity Freedom Blend 2020 Cmgld Pool B10.119.91
Fidelity Freedom Blend 2020 Cmgld Pool T10.119.89
Fidelity Freedom Blend 2020 Cmgld Pool R10.069.81
Fidelity Freedom Blend 2020 Cmgld Pool S10.059.79
Fidelity Freedom Blend 2020 Cmgld Pool Q10.049.77
Fidelity Freedom Blend 2020 Cmgld Pool X10.109.74
Fidelity Freedom Blend 2020 Cmgld Pool Y10.059.72
Fidelity Freedom Blend 2020 Cmgld Pool W10.069.70
Fidelity Freedom Blend 2020 Cmgld Pool V10.079.68
Fidelity Freedom Index 2020 Cmgld Pool Q9.709.65
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Target Date 2016-20205 year gross return5 year net return
BNYM Newton SL SmartPath Trgt Dt 2020 T3.783.73
BNYM Newton SL SmartPath TD2020 Fd Instl3.783.69
BNYM Newton SL SmartPath TD2020 Fd3.783.69
Fidelity Freedom Blend 2020 Cmgld Pool B3.733.54
Fidelity Freedom Blend 2020 Cmgld Pool T3.733.49
Fidelity Freedom Blend 2020 Cmgld Pool S3.713.45
Fidelity Freedom Blend 2020 Cmgld Pool R3.713.42
Fidelity Freedom Blend 2020 Cmgld Pool Q3.733.41
Fidelity Freedom Index 2020 Cmgld Pool C3.423.38
Fidelity Freedom Index 2020 Cmgld Pool Q3.393.37
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Small Value1 year gross return1 year net return
Brandywine Diversified Small Cap GT24.8323.86
Brandywine Diversified Sm Cap Select BIT24.4123.44
Allspring Spl Intl Smll Cap CIT E221.1020.19
NT Col Quality SC Val Fd- NL - 3n/a11.82
Wellington CIF II Small Cap Value S110.8910.01
BlackRock Russell 2000® Val Idx Fd CL 87.847.70
BlackRock Russell 2000® Val Idx Fd CL 317.847.45
BlackRock Russell 2000® Val Idx Fd CL 467.847.29
BlackRock Russell 2000® Val Idx Fd CL 667.847.08
BlackRock Russell 2000® Val Idx Fd CL 967.846.76
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Small Value5 year gross return5 year net return
Brandywine Diversified Sm Cap Select BIT7.406.55
Brandywine Diversified Small Cap GT5.434.59
NT Col Quality SC Val Fd- NL - 3n/a2.69
BlackRock Russell 2000® Val Idx Fd CL 82.642.50
Wellington CIF II Small Cap Value S1n/a2.31
BlackRock Russell 2000® Val Idx Fd CL 312.642.27
BlackRock Russell 2000® Val Idx Fd CL 462.652.12
BlackRock Russell 2000® Val Idx Fd CL 662.651.92
BlackRock Russell 2000® Val Idx Fd CL 962.681.64
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Intermediate-Term Bond1 year gross return1 year net return
Invesco Intermediate Bond Trust - C2.752.44
Fort Washington Cor Pls Fxd Inc CIT Fdrs2.201.89
Wellington CIF II Core Bond S11.741.54
FIAM Broad Market Duration CIT1.651.40
Invesco Core Fixed Income Trust - B11.461.32
GG Trust Core Fixed Income Sel Fd CL 0IM1.341.31
BNYM Mellon DB SL Aggregate BIF0.690.65
FIAM U.S. Bond Index CIT0.670.64
BNYM Mellon SL Aggregate BIF0.670.63
BlackRock U.S. Debt Index Fd CL 80.720.63
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Intermediate-Term Bond5 year gross return5 year net return
Invesco Intermediate Bond Trust - C1.511.21
FIAM Broad Market Duration CIT1.251.00
Fort Washington Cor Pls Fxd Inc CIT Fdrs1.070.76
Wellington CIF II Core Bond S10.460.20
BlackRock U.S. Debt Index Fd CL 80.180.09
BNYM Mellon SL Aggregate BIF T0.110.09
BNYM Mellon DB SL Aggregate BIF0.110.07
FIAM U.S. Bond Index CIT0.100.07
BNYM Mellon SL Aggregate BIF0.110.06
BNYM Mellon NSL Aggregate BIF Instl0.040.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Inflation-Protected Bond1 year gross return1 year net return
Wellington CIF II TIPS2.442.44
Wellington CIF II TIPS S12.442.27
FIAM Inter Infla-Pro Bond Index CIT Cl D2.182.14
FIAM Inter Infla-Pro Bond Index CIT2.182.13
NT Col TIPS Idx Fd - L - Jn/a1.33
BNYM Mellon SL TIPS Index Fund1.301.28
BNYM Mellon NSL TIPS Index Fund Instl1.231.21
BNYM Mellon NSL TIPS Index Fund1.231.20
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Inflation-Protected Bond5 year gross return5 year net return
Wellington CIF II TIPS2.862.86
Wellington CIF II TIPS S1n/a2.71
FIAM Inter Infla-Pro Bond Index CIT Cl D2.622.58
FIAM Inter Infla-Pro Bond Index CIT2.632.58
NT Col TIPS Idx Fd - L - Jn/a2.16
BNYM Mellon SL TIPS Index Fund2.132.10
BNYM Mellon NSL TIPS Index Fund Instl2.102.07
BNYM Mellon NSL TIPS Index Fund2.102.06
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Diversified Emerging Mkts1 year gross return1 year net return
LSV Asset Mgt Emg Mkts Val Eq Fund LP28.5527.29
Genesis Investment Mgrs Glbl Emg Mkts CF15.8214.78
KBI Emerging Markets Equity CIT B14.8613.73
Victory Sophus Emerging Mkts CIT (Gross)12.9012.90
FIAM Select Emerging Markets Eq CIT Cl D13.0412.26
FIAM Select Emerging Markets Eq CIT13.0112.22
BNYM Mellon NSL Emerging Mkts SIF Instl12.0111.93
BNYM Mellon NSL Emerging Mkts SIF12.0111.89
BlackRock Emerging Markets Eq Idx Fd 011.8911.88
BlackRock Emerging Markets Eq Idx Fd 611.8911.71
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Diversified Emerging Mkts5 year gross return5 year net return
William Blair Emerging Mrkts Growth CIT4.023.23
LSV Asset Mgt Emg Mkts Val Eq Fund LP4.073.03
City of London Global Emg Mkts Fund2.291.27
FIAM Select Emerging Markets Eq CIT Cl Dn/a0.93
FIAM Select Emerging Markets Eq CIT1.630.92
BNYM Mellon NSL Emerging Mkts SIF Instl0.490.41
BlackRock Emerging Markets Eq Idx Fd 00.400.40
Spartan Emerging Markets Index Pool K0.390.35
BNYM Mellon NSL Emerging Mkts SIF0.490.35
BlackRock Emerging Markets Eq Idx Fd 60.400.23
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Small Blend1 year gross return1 year net return
GG Trust Small Cap Value Sel Fund CL 0IM14.6614.61
BNYM Newton NSL US Small/Mid Cap Opp Val14.1914.19
GG Trust Small Cap Value Sel Fund CL R14.6414.04
FIAM Small Company CIT Cl B14.6814.00
FIAM Small Company CIT14.6813.77
Wellington CIF II Small Cap Opps12.3411.57
BNYM Mellon NSL Smid Cap SIF Instl11.3611.34
BNYM Mellon NSL Smid Cap SIF UC111.3611.31
BNYM Mellon SL Small Cap SIF Instl9.159.14
BNYM Mellon SL Small Cap SIF T9.159.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Small Blend5 year gross return5 year net return
FIAM Small Company CIT Cl B6.926.27
FIAM Small Company CIT6.916.06
Wellington CIF II Small Cap Oppsn/a5.02
BNYM Mellon NSL Smid Cap SIF Instl4.604.58
GG Trust Small Cap Value Sel Fund CL 0IM4.674.55
GG Trust Small Cap Value Sel Fund CL R4.664.04
BNYM Newton NSL US Small/Mid Cap Opp Val3.863.94
FIAM Small Cap Core CIT Cl B4.433.83
FIAM Small Cap Core CIT Cl P4.423.81
FIAM Small Cap Core CIT Cl O4.423.78
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Short Government1 year gross return1 year net return
BlackRock 1-3 Year Gov Bond Idx CL 62.532.43
BlackRock 1-3 Year Gov Bond Idx CL 82.532.40
BlackRock 1-3 Year Gov Bond Idx CL 312.542.18
BlackRock 1-3 Year Gov Bond Idx CL 462.532.01
BlackRock 1-3 Year Gov Bond Idx CL 662.491.77
BlackRock 1-3 Year Gov Bond Idx CL 962.531.51
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Short Government5 year gross return5 year net return
BlackRock 1-3 Year Gov Bond Idx CL 61.131.03
BlackRock 1-3 Year Gov Bond Idx CL 81.131.01
BlackRock 1-3 Year Gov Bond Idx CL 311.130.78
BlackRock 1-3 Year Gov Bond Idx CL 461.130.63
BlackRock 1-3 Year Gov Bond Idx CL 661.140.43
BlackRock 1-3 Year Gov Bond Idx CL 961.160.15
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Mid-Cap Growth1 year gross return1 year net return
Voya Mid Cap Growth Trust Fund Class 816.8316.04
Voya Mid Cap Growth Trust Class 216.8315.94
GG Trust Mid Cap Gr Sel Fund CL 0IM15.5515.49
GG Trust Mid Cap Gr Sel Fund CL R15.5414.90
BNYM Mellon NSL Mkt Completion Fd Instl14.5514.53
GG Trust Mid Cap Gr Sel Fund CL 3515.5314.50
BNYM Mellon NSL Mkt Completion Fd14.5514.50
Spartan Extended Market Index Pool D14.4514.42
Spartan Extended Market Index Pool F14.4414.42
Spartan Extended Market Index Pool C14.4514.41
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Mid-Cap Growth5 year gross return5 year net return
Voya Mid Cap Growth Trust Fund Class 87.917.19
Voya Mid Cap Growth Trust Class 27.917.06
Invesco Mid Cap Growth Trust - C6.395.56
GG Trust Mid Cap Gr Sel Fund CL 0IM5.645.55
GG Trust Mid Cap Gr Sel Fund CL R5.565.00
BNYM Mellon NSL Mkt Completion Fd Instl4.684.65
GG Trust Mid Cap Gr Sel Fund CL 355.574.64
BNYM Mellon NSL Mkt Completion Fd4.684.60
Spartan Extended Market Index Pool F4.534.50
Spartan Extended Market Index Pool E4.534.49
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Target Date 2011-20151 year gross return1 year net return
Fidelity Freedom Blend 2015 Cmgld Pool B8.498.30
Fidelity Freedom Blend 2015 Cmgld Pool T8.508.29
Fidelity Freedom Blend 2015 Cmgld Pool R8.518.26
Fidelity Freedom Blend 2015 Cmgld Pool S8.498.24
Fidelity Freedom Blend 2015 Cmgld Pool Q8.498.22
Fidelity Freedom Index 2015 Cmgld Pool T8.258.18
Fidelity Freedom Blend 2015 Cmgld Pool Y8.498.17
Fidelity Freedom Index 2015 Cmgld Pool Q8.198.15
Fidelity Freedom Index 2015 Cmgld Pool R8.208.15
Fidelity Freedom Blend 2015 Cmgld Pool W8.508.14
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Target Date 2011-20155 year gross return5 year net return
Fidelity Freedom Blend 2015 Cmgld Pool B3.323.13
Fidelity Freedom Blend 2015 Cmgld Pool T3.323.08
Fidelity Freedom Blend 2015 Cmgld Pool S3.313.05
Fidelity Freedom Index 2015 Cmgld Pool Q3.043.02
Fidelity Freedom Index 2015 Cmgld Pool R3.073.02
Fidelity Freedom Blend 2015 Cmgld Pool R3.313.02
Fidelity Freedom Index 2015 Cmgld Pool B3.073.01
Fidelity Freedom Index 2015 Cmgld Pool Y3.073.01
Fidelity Freedom Blend 2015 Cmgld Pool Q3.313.00
Fidelity Freedom Index 2015 Cmgld Pool T3.073.00
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Target Date 2026-20301 year gross return1 year net return
Fidelity Freedom Blend 2030 Cmgld Pool B12.7912.59
Fidelity Freedom Blend 2030 Cmgld Pool T12.8012.57
Fidelity Freedom Blend 2030 Cmgld Pool Q12.8112.53
Fidelity Freedom Blend 2030 Cmgld Pool R12.7612.50
Fidelity Freedom Blend 2030 Cmgld Pool S12.7412.48
Voya Target Retirement 2030 - Class 212.6512.44
Fidelity Freedom Blend 2030 Cmgld Pool Y12.7712.43
Fidelity Freedom Blend 2030 Cmgld Pool W12.8012.43
Fidelity Freedom Blend 2030 Cmgld Pool X12.7612.39
Fidelity Freedom Blend 2030 Cmgld Pool V12.7612.37
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Target Date 2026-20305 year gross return5 year net return
BNYM Newton SL SmartPath Trgt Dt 2030 T4.634.57
Fidelity Freedom Blend 2030 Cmgld Pool B4.744.55
BNYM Newton SL SmartPath TD2030 Fd4.634.54
Fidelity Freedom Blend 2030 Cmgld Pool T4.744.50
Fidelity Freedom Blend 2030 Cmgld Pool S4.724.46
Fidelity Freedom Blend 2030 Cmgld Pool R4.724.43
Fidelity Freedom Blend 2030 Cmgld Pool Q4.734.42
BNYM Newton SL SmartPath TD2030 Fd Instl4.634.40
Fidelity Freedom Blend 2030 Cmgld Pool Y4.734.39
Voya Target Solution 2030 Trust4.784.37
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Intermediate-Term Bond1 year gross return1 year net return
Invesco Intermediate Bond Trust - C2.752.44
Fort Washington Cor Pls Fxd Inc CIT Fdrs2.201.89
Wellington CIF II Core Bond S11.741.54
FIAM Broad Market Duration CIT1.651.40
Invesco Core Fixed Income Trust - B11.461.32
GG Trust Core Fixed Income Sel Fd CL 0IM1.341.31
BNYM Mellon DB SL Aggregate BIF0.690.65
FIAM U.S. Bond Index CIT0.670.64
BNYM Mellon SL Aggregate BIF0.670.63
BlackRock U.S. Debt Index Fd CL 80.720.63
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Intermediate-Term Bond5 year gross return5 year net return
Invesco Intermediate Bond Trust - C1.511.21
FIAM Broad Market Duration CIT1.251.00
Fort Washington Cor Pls Fxd Inc CIT Fdrs1.070.76
Wellington CIF II Core Bond S10.460.20
BlackRock U.S. Debt Index Fd CL 80.180.09
BNYM Mellon SL Aggregate BIF T0.110.09
BNYM Mellon DB SL Aggregate BIF0.110.07
FIAM U.S. Bond Index CIT0.100.07
BNYM Mellon SL Aggregate BIF0.110.06
BNYM Mellon NSL Aggregate BIF Instl0.040.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Long Government1 year gross return1 year net return
BNYM Mellon DB SL Long Term Govt BIF-8.99-9.02
BNYM Mellon DB NSL Long Term Govt BIF-9.02-9.06
NT LT Gov Bond Index Fund - NL - J-9.14-9.14
Legal & General Long Liability Treas CIT-9.05-9.18
Legal & General Liability Treas 3X CIT-16.37-16.54
FIAM Long U.S. Treasury STRIPS Index CIT-19.71-19.73
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Long Government5 year gross return5 year net return
Legal & General Long Liability Treas CIT-2.51-2.65
BNYM Mellon DB SL Long Term Govt BIF-2.73-2.77
NT LT Gov Bond Index Fund - NL - J-2.80-2.80
BNYM Mellon DB NSL Long Term Govt BIF-2.78-2.83
Legal & General Liability Treas 3X CIT-4.47-4.67
FIAM Long U.S. Treasury STRIPS Index CIT-5.74-5.78
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


High Yield Bond1 year gross return1 year net return
Mesirow High Yield CIT Class L13.7313.27
Eaton Vance Multi-Asset Credit II CIT11.9311.37
BNYM Insight DB SL High Yield Beta Fund10.8710.60
MacKay Shields High Yld Bond CIT 210.9610.46
Wellington CIF II Core High Yield S110.8810.41
Polen Total Return Credit I Composite10.209.55
Eaton Vance EB High Yield I9.979.54
BNYM Insight DB NSL Eff Bt Fallen Angels8.708.32
Loomis Sayles HYCSV CIT8.708.19
FIAM High Yield Bond CIT8.548.00
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


High Yield Bond5 year gross return5 year net return
MacKay Shields High Yld Bond CIT 2n/a3.82
BNYM Insight DB SL High Yield Beta Fund3.323.06
Eaton Vance EB High Yield I3.423.01
Wellington CIF II Core High Yield S13.212.79
Polen Total Return Credit I Composite3.082.44
Loomis Sayles HYCSV CIT2.381.88
FIAM High Yield Bond CIT2.061.55
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Mid-Cap Value1 year gross return1 year net return
Wellington CIF II Mid Cap Value S117.1217.12
GG Trust Mid Cap Val Select Fund CL 0IM14.1014.04
GG Trust Mid Cap Val Select Fund CL R14.0713.58
GG Trust Mid Cap Val Select Fund CL 6014.0712.91
Speece Thorson Value Fund10.749.70
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Mid-Cap Value5 year gross return5 year net return
GG Trust Mid Cap Val Select Fund CL 0IM9.659.56
GG Trust Mid Cap Val Select Fund CL R9.669.14
GG Trust Mid Cap Val Select Fund CL 609.678.48
Speece Thorson Value Fund7.476.45
Wellington CIF II Mid Cap Value S1n/a6.38
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


World Allocation1 year gross return1 year net return
Wellington CIF II Divers Inflation Hge17.8917.81
Wellington Opportunistic Investment18.4617.18
Global Risk Premium - Mod Volatility9.108.59
Global Risk Premium - Low Volatility8.417.98
Invesco Global Asset Allocation Tr - C3.583.07
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


World Allocation5 year gross return5 year net return
Wellington CIF II Divers Inflation Hge8.177.96
Wellington Opportunistic Investmentn/a4.70
Global Risk Premium - Low Volatility2.492.08
Global Risk Premium - Mod Volatility2.471.98
Invesco Global Asset Allocation Tr - C2.231.74
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Foreign Large Value1 year gross return1 year net return
Brandes International Equity Fd CL 745.5244.91
International Fundamental Value CL 145.1544.16
Wellington CIF International Contra Val35.4335.16
Harris Assoc. Oakmark Intl Col Fd Cl B33.7332.82
Harris Assoc. Oakmark Intl Col Fd Cl 333.6932.80
LSV Asset Mgt Intl Lg Cap Val Eq Trust32.7231.75
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Foreign Large Value5 year gross return5 year net return
Wellington CIF International Contra Val5.565.12
Brandes International Equity Fd CL 75.444.88
International Fundamental Value CL 1n/a4.13
LSV Asset Mgt Intl Lg Cap Val Eq Trust3.602.83
Harris Assoc. Oakmark Intl Col Fd Cl 3n/a1.82
Harris Assoc. Oakmark Intl Col Fd Cl Bn/a1.79
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Small Value1 year gross return1 year net return
Brandywine Diversified Small Cap GT24.8323.86
Brandywine Diversified Sm Cap Select BIT24.4123.44
Allspring Spl Intl Smll Cap CIT E221.1020.19
NT Col Quality SC Val Fd- NL - 3n/a11.82
Wellington CIF II Small Cap Value S110.8910.01
BlackRock Russell 2000® Val Idx Fd CL 87.847.70
BlackRock Russell 2000® Val Idx Fd CL 317.847.45
BlackRock Russell 2000® Val Idx Fd CL 467.847.29
BlackRock Russell 2000® Val Idx Fd CL 667.847.08
BlackRock Russell 2000® Val Idx Fd CL 967.846.76
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Small Value5 year gross return5 year net return
Brandywine Diversified Sm Cap Select BIT7.406.55
Brandywine Diversified Small Cap GT5.434.59
NT Col Quality SC Val Fd- NL - 3n/a2.69
BlackRock Russell 2000® Val Idx Fd CL 82.642.50
Wellington CIF II Small Cap Value S1n/a2.31
BlackRock Russell 2000® Val Idx Fd CL 312.642.27
BlackRock Russell 2000® Val Idx Fd CL 462.652.12
BlackRock Russell 2000® Val Idx Fd CL 662.651.92
BlackRock Russell 2000® Val Idx Fd CL 962.681.64
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Mid-Cap Value1 year gross return1 year net return
Wellington CIF II Mid Cap Value S117.1217.12
GG Trust Mid Cap Val Select Fund CL 0IM14.1014.04
GG Trust Mid Cap Val Select Fund CL R14.0713.58
GG Trust Mid Cap Val Select Fund CL 6014.0712.91
Speece Thorson Value Fund10.749.70
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Mid-Cap Value5 year gross return5 year net return
GG Trust Mid Cap Val Select Fund CL 0IM9.659.56
GG Trust Mid Cap Val Select Fund CL R9.669.14
GG Trust Mid Cap Val Select Fund CL 609.678.48
Speece Thorson Value Fund7.476.45
Wellington CIF II Mid Cap Value S1n/a6.38
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Retirement Income1 year gross return1 year net return
BNYM Newton SL SmartPath Ret Inc Fd Cl T6.766.74
BNYM Newton SL SmartPath RetInc Fd Instl6.766.69
BNYM Newton SL SmartPath RetInc Fd6.766.67
Voya Target Solution Income Trust6.496.08
Fidelity Freedom Index Inc Cmgld Pool C5.034.99
Fidelity Freedom Index Inc Cmgld Pool Y5.034.97
Fidelity Freedom Index Inc Cmgld Pool B5.034.97
Fidelity Freedom Index Inc Cmgld Pool T5.044.97
Fidelity Freedom Index Inc Cmgld Pool R5.014.96
Fidelity Freedom Index Inc Cmgld Pool Q5.014.96
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Retirement Income5 year gross return5 year net return
BNYM Newton SL SmartPath Ret Inc Fd Cl T2.722.65
BNYM Newton SL SmartPath RetInc Fd Instl2.722.64
BNYM Newton SL SmartPath RetInc Fd2.722.62
Voya Target Solution Income Trust3.002.60
Fidelity Freedom Index Inc Cmgld Pool Q2.011.99
Fidelity Freedom Index Inc Cmgld Pool C2.031.99
Fidelity Freedom Index Inc Cmgld Pool Y2.031.97
Fidelity Freedom Index Inc Cmgld Pool R2.021.97
Fidelity Freedom Index Inc Cmgld Pool B2.031.97
Fidelity Freedom Index Inc Cmgld Pool T2.031.96
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Short-Term Bond1 year gross return1 year net return
Lord Abbett Short Dur Cred Tr II Fdrs4.183.95
FIAM Short Duration CIT3.513.31
BNYM Mellon NSL 1-3 Yr G/C BIF Instl2.772.75
BNYM Mellon SL 1-3 Yr G/C BIF2.762.71
Voya Short Duration High Quality Trust2.882.53
FIAM Intermediate Duration CIT2.702.44
FIAM Intermediate Duration CIT Cl D2.682.42
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Short-Term Bond5 year gross return5 year net return
FIAM Short Duration CIT1.601.40
FIAM Intermediate Duration CIT1.531.27
Voya Short Duration High Quality Trust1.591.24
BNYM Mellon NSL 1-3 Yr G/C BIF Instl1.181.16
BNYM Mellon SL 1-3 Yr G/C BIF1.211.15
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Large Value1 year gross return1 year net return
Harris Assoc. Oakmark Collective Fd Cl 129.3328.56
BNYM Newton PE NSL US Dyn Large Cap Val23.0423.04
BNYM Newton NSL US Dynamic LC Value UC122.8922.89
AB US Strategic Value CT V21.4319.89
Seizert Large Cap Value Equityn/a18.85
Large Cap Value Fund CL R319.1718.24
Wellington CIF II Research Value17.1716.62
Barrow Hanley Lrg Cap Value CIT Fundr CL16.7016.29
Voya Large Cap Value Trust16.9716.21
Invesco Growth and Income Trust - I15.5915.29
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Large Value5 year gross return5 year net return
Seizert Large Cap Value Equityn/a11.03
BNYM Newton PE NSL US Dyn Large Cap Val11.1010.90
BNYM Newton NSL US Dynamic LC Value UC111.0510.85
Harris Assoc. Oakmark Collective Fd Cl 1n/a10.13
Voya Large Cap Value Trust8.938.23
Diamond Hill Large Cap Portfolio CL R27.787.23
Wellington CIF II Quality Value7.007.00
Eaton Vance Large Cap Val CIT7.536.96
Wellington CIF II Research Valuen/a6.79
Wellington CIF II Quality Value S1n/a6.56
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Foreign Small/Mid Growth1 year gross return1 year net return
Invesco International Small-Mid Tr - B114.1913.46
Invesco International Small-Mid Cap - A114.1913.29
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Foreign Small/Mid Growth5 year gross return5 year net return
Invesco International Small-Mid Tr - B1n/a0.69
Invesco International Small-Mid Cap - A1n/a0.65
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Mid-Cap Blend1 year gross return1 year net return
BNYM Mellon SL Mid Cap SIF Instl15.6215.60
BNYM Mellon SL Mid Cap SIF15.6215.59
BNYM Mellon DB SL Mid Cap SIF15.6115.58
BNYM Mellon SL Mid Cap SIF T15.6215.57
BNYM Mellon SL Mid Cap SIF UC215.6215.50
BNYM Mellon DB NSL Mid Cap SIF15.5215.47
BlackRock Mid Cap Equity Idx Fund CL 015.4615.46
BNYM Mellon NSL Mid Cap SIF Instl15.4515.43
BNYM Mellon NSL Mid Cap SIF15.4515.40
BlackRock Mid Cap Equity Idx Fund CL 815.4615.35
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Mid-Cap Blend5 year gross return5 year net return
BNYM Mellon DB SL Mid Cap SIF6.136.09
BNYM Mellon SL Mid Cap SIF Instln/a6.09
BlackRock Mid Cap Equity Idx Fund CL 06.086.08
BNYM Mellon SL Mid Cap SIF6.116.07
BNYM Mellon SL Mid Cap SIF T6.116.07
BNYM Mellon NSL Mid Cap SIF Instl6.086.06
BNYM Mellon NSL Mid Cap SIF6.086.02
BNYM Mellon DB NSL Mid Cap SIF6.076.01
BNYM Mellon SL Mid Cap SIF UC26.106.00
BlackRock Mid Cap Equity Idx Fund CL 86.085.98
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Long Government1 year gross return1 year net return
BNYM Mellon DB SL Long Term Govt BIF-8.99-9.02
BNYM Mellon DB NSL Long Term Govt BIF-9.02-9.06
NT LT Gov Bond Index Fund - NL - J-9.14-9.14
Legal & General Long Liability Treas CIT-9.05-9.18
Legal & General Liability Treas 3X CIT-16.37-16.54
FIAM Long U.S. Treasury STRIPS Index CIT-19.71-19.73
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Long Government5 year gross return5 year net return
Legal & General Long Liability Treas CIT-2.51-2.65
BNYM Mellon DB SL Long Term Govt BIF-2.73-2.77
NT LT Gov Bond Index Fund - NL - J-2.80-2.80
BNYM Mellon DB NSL Long Term Govt BIF-2.78-2.83
Legal & General Liability Treas 3X CIT-4.47-4.67
FIAM Long U.S. Treasury STRIPS Index CIT-5.74-5.78
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Multisector Bond1 year gross return1 year net return
Invesco Active Multi-Sector Cr Tr - II7.276.93
Voya Securitized Credit Tr Fd Sh Cl 34.584.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Real Estate1 year gross return1 year net return
FIAM U.S. Real Estate Investment Tr CIT3.632.91
BNYM Mellon NSL REIT Index Fund Instl2.482.45
BNYM Mellon SL REIT Index Fund T2.442.39
BNYM Mellon NSL REIT Index Fund2.482.38
BNYM Mellon SL REIT Index Fund2.442.37
Invesco Equity Real Estate Sec Tr - C-2.65-3.26
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Real Estate5 year gross return5 year net return
FIAM U.S. Real Estate Investment Tr CIT3.412.68
BNYM Mellon SL REIT Index Fund1.482.36
Invesco Equity Real Estate Sec Tr - C2.321.58
BNYM Mellon NSL REIT Index Fund Instl1.491.46
BNYM Mellon SL REIT Index Fund T1.481.46
BNYM Mellon NSL REIT Index Fund1.501.40
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Mid-Cap Blend1 year gross return1 year net return
BNYM Mellon SL Mid Cap SIF Instl15.6215.60
BNYM Mellon SL Mid Cap SIF15.6215.59
BNYM Mellon DB SL Mid Cap SIF15.6115.58
BNYM Mellon SL Mid Cap SIF T15.6215.57
BNYM Mellon SL Mid Cap SIF UC215.6215.50
BNYM Mellon DB NSL Mid Cap SIF15.5215.47
BlackRock Mid Cap Equity Idx Fund CL 015.4615.46
BNYM Mellon NSL Mid Cap SIF Instl15.4515.43
BNYM Mellon NSL Mid Cap SIF15.4515.40
BlackRock Mid Cap Equity Idx Fund CL 815.4615.35
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Mid-Cap Blend5 year gross return5 year net return
BNYM Mellon DB SL Mid Cap SIF6.136.09
BNYM Mellon SL Mid Cap SIF Instln/a6.09
BlackRock Mid Cap Equity Idx Fund CL 06.086.08
BNYM Mellon SL Mid Cap SIF6.116.07
BNYM Mellon SL Mid Cap SIF T6.116.07
BNYM Mellon NSL Mid Cap SIF Instl6.086.06
BNYM Mellon NSL Mid Cap SIF6.086.02
BNYM Mellon DB NSL Mid Cap SIF6.076.01
BNYM Mellon SL Mid Cap SIF UC26.106.00
BlackRock Mid Cap Equity Idx Fund CL 86.085.98
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Foreign Large Blend1 year gross return1 year net return
BNYM Newton PE NSL International Eq Fd33.6433.64
Lazard ACW Ex-US Equity Adv CIT CL 0IM28.5328.28
Victory Trivalent Intl Dev Mkts CIT (Gr)27.2727.27
NT EAFE Index Fund - NL26.8726.87
BlackRock EAFE Equity Index Fund CL 026.5026.50
BlackRock EAFE Equity Index Fund CL 826.5026.37
BNYM Mellon SL International SIF T26.3926.37
BNYM Mellon SL International SIF26.3926.34
BNYM Mellon NSL International SIF Instl26.3226.29
Spartan International Index Pool G26.3026.28
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Foreign Large Blend5 year gross return5 year net return
Lazard ACW Ex-US Equity Adv CIT CL 0IM5.785.61
Altrinsic International Equity Collectiv3.923.96
FIAM Select International CIT4.313.80
Wellington CIF International Research Eq4.023.74
BNYM Newton PE NSL International Eq Fd3.983.70
Spartan Developed International Idx Pl E3.713.67
BNYM Mellon DB SL International SIF3.683.62
NT EAFE Index Fund - NL3.613.61
FIAM International Growth CIT4.163.60
BNYM Mellon SL International SIF T3.643.59
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Short-Term Bond1 year gross return1 year net return
Lord Abbett Short Dur Cred Tr II Fdrs4.183.95
FIAM Short Duration CIT3.513.31
BNYM Mellon NSL 1-3 Yr G/C BIF Instl2.772.75
BNYM Mellon SL 1-3 Yr G/C BIF2.762.71
Voya Short Duration High Quality Trust2.882.53
FIAM Intermediate Duration CIT2.702.44
FIAM Intermediate Duration CIT Cl D2.682.42
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Short-Term Bond5 year gross return5 year net return
FIAM Short Duration CIT1.601.40
FIAM Intermediate Duration CIT1.531.27
Voya Short Duration High Quality Trust1.591.24
BNYM Mellon NSL 1-3 Yr G/C BIF Instl1.181.16
BNYM Mellon SL 1-3 Yr G/C BIF1.211.15
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Large Blend1 year gross return1 year net return
BNYM Mellon AFL-CIO SL SIF21.6421.62
Spartan 500 Index Pool G21.6321.62
Spartan 500 Index Pool E21.6221.61
Spartan 500 Index Pool D21.6221.61
BNYM Mellon SL SIF Instl21.6121.61
BNYM Mellon DB SL SIF21.6321.60
Spartan 500 Index Pool C21.6021.59
BNYM Mellon CF SL SIF21.6121.58
BNYM Mellon AFL-CIO SL SIF Instl21.6421.58
BNYM Mellon SL SIF21.6121.58
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Large Blend5 year gross return5 year net return
BNYM Mellon SL SIF Instl9.939.92
BNYM Mellon SL SIF T9.939.92
Spartan 500 Index Pool G9.929.92
Spartan 500 Index Pool E9.929.91
Spartan 500 Index Pool D9.929.90
BNYM Mellon NSL SIF Instl9.919.90
BNYM Mellon SL SIF9.939.89
Spartan 500 Index Pool C9.919.89
IBEW-NECA EQUITY INDEX FUND9.919.88
BNYM Mellon DB SL SIF9.939.88
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Small Growth1 year gross return1 year net return
Wellington CIF II SMID Cap Research S116.2316.23
Voya Small Cap Growth Trust16.4915.45
Wellington CIF II Small Cap 2000 S115.0314.10
BlackRock Russell 2000® Growth Idx CL 89.899.75
BlackRock Russell 2000® Growth Idx CL 319.899.50
BlackRock Russell 2000® Growth Idx CL 469.899.33
BlackRock Russell 2000® Growth Idx CL 669.899.12
BlackRock Russell 2000® Growth Idx CL 969.898.79
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Small Growth5 year gross return5 year net return
Wellington CIF II SMID Cap Research S1n/a6.26
Wellington CIF II Small Cap 2000 S17.136.22
BlackRock Russell 2000® Growth Idx CL 81.691.56
BlackRock Russell 2000® Growth Idx CL 311.691.33
Voya Small Cap Growth Trust2.101.19
BlackRock Russell 2000® Growth Idx CL 461.701.18
BlackRock Russell 2000® Growth Idx CL 661.700.98
BlackRock Russell 2000® Growth Idx CL 961.730.71
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Long-Term Bond1 year gross return1 year net return
FIAM 8-10 Year Corporate Bond CIT3.293.03
BNYM Mellon DB SL Long Term Credit BIF2.642.58
FIAM Long Corporate CIT1.531.28
Legal & General Long Liability Corp CIT-0.33-0.63
Wellington CIF II Long Bond-3.08-3.04
FIAM Long Duration CIT-3.02-3.26
Legal & General Long Liab Treas 2X CIT-24.01-24.16
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Long-Term Bond5 year gross return5 year net return
FIAM 8-10 Year Corporate Bond CIT1.321.07
Legal & General Long Liability Corp CIT-0.320.07
BNYM Mellon DB SL Long Term Credit BIF-0.14-0.21
FIAM Long Duration CIT-0.42-0.67
Wellington CIF II Long Bondn/a-0.92
Legal & General Long Liab Treas 2X CIT-7.00-7.19
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


High Yield Bond1 year gross return1 year net return
Mesirow High Yield CIT Class L13.7313.27
Eaton Vance Multi-Asset Credit II CIT11.9311.37
BNYM Insight DB SL High Yield Beta Fund10.8710.60
MacKay Shields High Yld Bond CIT 210.9610.46
Wellington CIF II Core High Yield S110.8810.41
Polen Total Return Credit I Composite10.209.55
Eaton Vance EB High Yield I9.979.54
BNYM Insight DB NSL Eff Bt Fallen Angels8.708.32
Loomis Sayles HYCSV CIT8.708.19
FIAM High Yield Bond CIT8.548.00
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


High Yield Bond5 year gross return5 year net return
MacKay Shields High Yld Bond CIT 2n/a3.82
BNYM Insight DB SL High Yield Beta Fund3.323.06
Eaton Vance EB High Yield I3.423.01
Wellington CIF II Core High Yield S13.212.79
Polen Total Return Credit I Composite3.082.44
Loomis Sayles HYCSV CIT2.381.88
FIAM High Yield Bond CIT2.061.55
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Mid-Cap Growth1 year gross return1 year net return
Voya Mid Cap Growth Trust Fund Class 816.8316.04
Voya Mid Cap Growth Trust Class 216.8315.94
GG Trust Mid Cap Gr Sel Fund CL 0IM15.5515.49
GG Trust Mid Cap Gr Sel Fund CL R15.5414.90
BNYM Mellon NSL Mkt Completion Fd Instl14.5514.53
GG Trust Mid Cap Gr Sel Fund CL 3515.5314.50
BNYM Mellon NSL Mkt Completion Fd14.5514.50
Spartan Extended Market Index Pool D14.4514.42
Spartan Extended Market Index Pool F14.4414.42
Spartan Extended Market Index Pool C14.4514.41
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Mid-Cap Growth5 year gross return5 year net return
Voya Mid Cap Growth Trust Fund Class 87.917.19
Voya Mid Cap Growth Trust Class 27.917.06
Invesco Mid Cap Growth Trust - C6.395.56
GG Trust Mid Cap Gr Sel Fund CL 0IM5.645.55
GG Trust Mid Cap Gr Sel Fund CL R5.565.00
BNYM Mellon NSL Mkt Completion Fd Instl4.684.65
GG Trust Mid Cap Gr Sel Fund CL 355.574.64
BNYM Mellon NSL Mkt Completion Fd4.684.60
Spartan Extended Market Index Pool F4.534.50
Spartan Extended Market Index Pool E4.534.49
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Target Date 2021-20251 year gross return1 year net return
Fidelity Freedom Blend 2025 Cmgld Pool B11.3211.13
Fidelity Freedom Blend 2025 Cmgld Pool T11.3311.11
Fidelity Freedom Blend 2025 Cmgld Pool R11.3411.09
Fidelity Freedom Blend 2025 Cmgld Pool S11.3311.07
Fidelity Freedom Blend 2025 Cmgld Pool Q11.3311.06
Fidelity Freedom Blend 2025 Cmgld Pool Y11.3411.01
Fidelity Freedom Blend 2025 Cmgld Pool W11.3711.00
Fidelity Freedom Blend 2025 Cmgld Pool V11.3110.93
Fidelity Freedom Blend 2025 Cmgld Pool X11.2810.92
Fidelity Freedom Index 2025 Cmgld Pool C10.9010.85
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Target Date 2021-20255 year gross return5 year net return
BNYM Newton SL SmartPath Trgt Dt 2025 T4.224.17
BNYM Newton SL SmartPath TD2025 Fd4.224.13
BNYM Newton SL SmartPath TD2025 Fd Instl4.224.06
Fidelity Freedom Blend 2025 Cmgld Pool B4.143.95
Fidelity Freedom Blend 2025 Cmgld Pool T4.143.90
Fidelity Freedom Blend 2025 Cmgld Pool S4.143.88
Fidelity Freedom Blend 2025 Cmgld Pool R4.143.85
Fidelity Freedom Blend 2025 Cmgld Pool Q4.133.82
Voya Target Solution 2025 Trust4.213.80
Fidelity Freedom Blend 2025 Cmgld Pool Y4.143.80
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Emerging Markets Bond1 year gross return1 year net return
Capital Group EM Debt (Broad) DC Unit T16.2515.56
Wellington CIF II Opportunistic EM Dbt10.7910.79
Wellington CIF II Opportunistic EM DbtS110.7910.18
TCW Emerging Markets Fixed Income Cl A10.6310.11
FIAM Emerging Market Debt CIT10.349.63
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Emerging Markets Bond5 year gross return5 year net return
Capital Group EM Debt (Broad) DC Unit T2.351.73
Wellington CIF II Opportunistic EM Dbt0.440.44
Wellington CIF II Opportunistic EM DbtS1n/a-0.11
FIAM Emerging Market Debt CIT-0.56-1.21
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Target Date 2031-20351 year gross return1 year net return
Fidelity Freedom Blend 2035 Cmgld Pool B15.7215.51
Fidelity Freedom Blend 2035 Cmgld Pool T15.7215.49
Fidelity Freedom Blend 2035 Cmgld Pool S15.7215.46
Fidelity Freedom Blend 2035 Cmgld Pool R15.7115.45
Fidelity Freedom Blend 2035 Cmgld Pool Q15.7115.42
Fidelity Freedom Blend 2035 Cmgld Pool X15.7415.36
Fidelity Freedom Blend 2035 Cmgld Pool W15.7315.35
Fidelity Freedom Blend 2035 Cmgld Pool Y15.6815.33
Fidelity Freedom Blend 2035 Cmgld Pool V15.7015.30
Fidelity Freedom Index 2035 Cmgld Pool C15.0214.97
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Target Date 2031-20355 year gross return5 year net return
Fidelity Freedom Blend 2035 Cmgld Pool B5.685.49
Fidelity Freedom Blend 2035 Cmgld Pool T5.685.44
Fidelity Freedom Blend 2035 Cmgld Pool S5.685.41
Fidelity Freedom Blend 2035 Cmgld Pool R5.665.37
Fidelity Freedom Blend 2035 Cmgld Pool Q5.695.37
Fidelity Freedom Blend 2035 Cmgld Pool Y5.665.32
Fidelity Freedom Blend 2035 Cmgld Pool X5.665.29
Fidelity Freedom Blend 2035 Cmgld Pool W5.665.26
Fidelity Freedom Blend 2035 Cmgld Pool V5.665.24
BNYM Newton SL SmartPath Trgt Dt 2035 T5.235.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Large Value1 year gross return1 year net return
Harris Assoc. Oakmark Collective Fd Cl 129.3328.56
BNYM Newton PE NSL US Dyn Large Cap Val23.0423.04
BNYM Newton NSL US Dynamic LC Value UC122.8922.89
AB US Strategic Value CT V21.4319.89
Seizert Large Cap Value Equityn/a18.85
Large Cap Value Fund CL R319.1718.24
Wellington CIF II Research Value17.1716.62
Barrow Hanley Lrg Cap Value CIT Fundr CL16.7016.29
Voya Large Cap Value Trust16.9716.21
Invesco Growth and Income Trust - I15.5915.29
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Large Value5 year gross return5 year net return
Seizert Large Cap Value Equityn/a11.03
BNYM Newton PE NSL US Dyn Large Cap Val11.1010.90
BNYM Newton NSL US Dynamic LC Value UC111.0510.85
Harris Assoc. Oakmark Collective Fd Cl 1n/a10.13
Voya Large Cap Value Trust8.938.23
Diamond Hill Large Cap Portfolio CL R27.787.23
Wellington CIF II Quality Value7.007.00
Eaton Vance Large Cap Val CIT7.536.96
Wellington CIF II Research Valuen/a6.79
Wellington CIF II Quality Value S1n/a6.56
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Foreign Large Growth1 year gross return1 year net return
Capital Group Intl Equity DC Unit T24.1423.29
Capital Group Int'l Equity DB Fund23.5422.69
Capital Group Intl All Countries Eq DB22.0321.19
Capital Group Intl All Countries Eq DC-T21.9821.14
Hardman Johnston Intl Equity Group Trust20.8520.09
Invesco EQV International Equity Tr - I19.5418.83
Wellington CIF II Intl Qual Gr S217.7517.75
Wellington CIF II Intl Qual Gr S117.7117.71
International Leaders CIT Class I14.0514.06
William Blair International Growth CIT14.1913.27
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Foreign Large Growth5 year gross return5 year net return
Hardman Johnston Intl Equity Group Trust5.074.39
Invesco EQV International Equity Tr - I4.243.62
Capital Group Int'l Equity DB Fund4.193.46
Capital Group Intl Equity DC Unit T4.103.37
International Leaders CIT Class I3.283.28
Capital Group Intl All Countries Eq DB3.632.93
William Blair International Growth CIT3.772.92
Capital Group Intl All Countries Eq DC-T3.622.90
Wellington CIF II Intl Qual Gr S2n/a2.73
Wellington CIF II Intl Qual Gr S1n/a2.63
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Small Growth1 year gross return1 year net return
Wellington CIF II SMID Cap Research S116.2316.23
Voya Small Cap Growth Trust16.4915.45
Wellington CIF II Small Cap 2000 S115.0314.10
BlackRock Russell 2000® Growth Idx CL 89.899.75
BlackRock Russell 2000® Growth Idx CL 319.899.50
BlackRock Russell 2000® Growth Idx CL 469.899.33
BlackRock Russell 2000® Growth Idx CL 669.899.12
BlackRock Russell 2000® Growth Idx CL 969.898.79
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Small Growth5 year gross return5 year net return
Wellington CIF II SMID Cap Research S1n/a6.26
Wellington CIF II Small Cap 2000 S17.136.22
BlackRock Russell 2000® Growth Idx CL 81.691.56
BlackRock Russell 2000® Growth Idx CL 311.691.33
Voya Small Cap Growth Trust2.101.19
BlackRock Russell 2000® Growth Idx CL 461.701.18
BlackRock Russell 2000® Growth Idx CL 661.700.98
BlackRock Russell 2000® Growth Idx CL 961.730.71
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Large Growth1 year gross return1 year net return
BNYM Newton NSL US Large Cap Grwth Eq Fd32.0632.06
Spartan Large Cap Growth Index Pool G27.7427.71
Invesco American Franchise Trust - C27.3927.44
Eaton Vance EB Large Cap Growth I27.8927.29
Wellington CIF II Growth26.5626.56
Wellington CIF II Growth S226.5526.05
Sands Capital Slct Grwth CIT Founders CL26.3025.76
GG Trust Large Cap Growth Sel Fd CL 0IM25.1025.04
Voya Large Cap Growth Trust22.9322.14
Polen Focus Growth CIT Cl P22.0421.94
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Large Growth5 year gross return5 year net return
Spartan Large Cap Growth Index Pool G12.4212.40
Invesco American Franchise Trust - C9.2011.89
Wellington CIF II Growth10.9310.93
Wellington CIF II Growth S210.9410.46
GG Trust Large Cap Growth Sel Fd CL 0IM10.4310.35
BNYM Newton NSL US Large Cap Grwth Eq Fd10.4110.21
Wellington CIF II Large Cap Research Eqn/a9.82
Capital Group U.S. Equity DC Unit T10.229.68
Eaton Vance EB Large Cap Growth I10.209.65
Wellington CIF US Research Equity9.469.46
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Target Date 2036-20401 year gross return1 year net return
Fidelity Freedom Blend 2040 Cmgld Pool B18.5618.34
Fidelity Freedom Blend 2040 Cmgld Pool T18.5618.33
Fidelity Freedom Blend 2040 Cmgld Pool R18.5618.29
Fidelity Freedom Blend 2040 Cmgld Pool Q18.5318.24
Fidelity Freedom Blend 2040 Cmgld Pool S18.5118.24
Fidelity Freedom Blend 2040 Cmgld Pool Y18.5418.19
Fidelity Freedom Blend 2040 Cmgld Pool X18.5518.16
Fidelity Freedom Blend 2040 Cmgld Pool V18.5318.12
Fidelity Freedom Blend 2040 Cmgld Pool W18.5018.11
Fidelity Freedom Index 2040 Cmgld Pool B17.7317.66
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Target Date 2036-20405 year gross return5 year net return
Fidelity Freedom Blend 2040 Cmgld Pool B6.376.18
Fidelity Freedom Blend 2040 Cmgld Pool T6.376.13
Fidelity Freedom Blend 2040 Cmgld Pool S6.376.10
Fidelity Freedom Blend 2040 Cmgld Pool R6.376.07
Fidelity Freedom Blend 2040 Cmgld Pool Q6.376.04
Fidelity Freedom Blend 2040 Cmgld Pool Y6.376.03
Fidelity Freedom Blend 2040 Cmgld Pool X6.376.00
Fidelity Freedom Blend 2040 Cmgld Pool W6.365.96
Fidelity Freedom Blend 2040 Cmgld Pool V6.365.94
Fidelity Freedom Index 2040 Cmgld Pool C5.875.83
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


World Bond1 year gross return1 year net return
Brandywine Global Fixed Income BIT17.6417.01
FIAM Tactical Bond CIT2.952.58
Wellington CIF II World Bond S22.442.03
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


World Bond5 year gross return5 year net return
FIAM Tactical Bond CIT2.311.95
Wellington CIF II World Bond S21.030.63
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Short Government1 year gross return1 year net return
BlackRock 1-3 Year Gov Bond Idx CL 62.532.43
BlackRock 1-3 Year Gov Bond Idx CL 82.532.40
BlackRock 1-3 Year Gov Bond Idx CL 312.542.18
BlackRock 1-3 Year Gov Bond Idx CL 462.532.01
BlackRock 1-3 Year Gov Bond Idx CL 662.491.77
BlackRock 1-3 Year Gov Bond Idx CL 962.531.51
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Short Government5 year gross return5 year net return
BlackRock 1-3 Year Gov Bond Idx CL 61.131.03
BlackRock 1-3 Year Gov Bond Idx CL 81.131.01
BlackRock 1-3 Year Gov Bond Idx CL 311.130.78
BlackRock 1-3 Year Gov Bond Idx CL 461.130.63
BlackRock 1-3 Year Gov Bond Idx CL 661.140.43
BlackRock 1-3 Year Gov Bond Idx CL 961.160.15
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Stable Value1 year gross return1 year net return
Putnam Stable Value Fund: Gross3.333.32
Putnam Stable Value Fund: 10bps3.333.23
Federated Hermes Capital Pres Y3.393.18
Putnam Stable Value Fund: 15bps3.333.18
Federated Hermes Capital Pres R63.393.13
Putnam Stable Value Fund: 20bps3.333.12
Putnam Stable Value Fund: 25bps3.333.07
Federated Hermes Capital Pres IP3.393.06
Putnam Stable Value Fund: 35bps3.332.97
MissionSquare PLUS Fund Gross2.922.92
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Stable Value5 year gross return5 year net return
Putnam Stable Value Fund: Gross2.742.74
Putnam Stable Value Fund: 10bps2.752.64
Putnam Stable Value Fund: 15bps2.752.59
MissionSquare PLUS Fund Gross2.552.55
Putnam Stable Value Fund: 20bps2.752.54
Putnam Stable Value Fund: 25bps2.742.49
Putnam Stable Value Fund: 35bps2.752.39
MissionSquare PLUS Fund M2.552.39
MissionSquare PLUS Fund R13n/a2.37
Galliard Stable Return Fund Core2.342.36
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Bank Loan1 year gross return1 year net return
FIAM Floating Rate High Income CIT13.0212.46
Voya Senior Loan Trust11.9011.24
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Bank Loan5 year gross return5 year net return
FIAM Floating Rate High Income CIT4.814.29
Voya Senior Loan Trust3.683.07
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Multisector Bond1 year gross return1 year net return
Invesco Active Multi-Sector Cr Tr - II7.276.93
Voya Securitized Credit Tr Fd Sh Cl 34.584.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Moderate Allocation1 year gross return1 year net return
Wellington CIF II Balanced Real Asset S113.0212.54
FIAM Pension Journey 70/30 CIT10.9810.60
FIAM Pension Journey 60/40 CIT9.078.70
Lazard Cap Alloc Mgd Gbl Div CIT CL 19.148.32
Lazard Cap Alloc Mgd Gbl Div CIT CL 29.148.28
Income & Growth ETF Fund CL 358.328.16
Income & Growth ETF Fund CL 608.347.91
Income & Growth ETF Fund CL 758.337.74
Income & Growth ETF Fund CL 958.337.52
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Moderate Allocation5 year gross return5 year net return
Wellington CIF II Balanced Real Asset S16.726.18
FIAM Pension Journey 70/30 CIT4.183.79
Lazard Cap Alloc Mgd Gbl Div CIT CL 13.212.44
Lazard Cap Alloc Mgd Gbl Div CIT CL 23.212.38
Income & Growth ETF Fund CL 352.472.34
Income & Growth ETF Fund CL 602.472.09
Income & Growth ETF Fund CL 752.471.93
Income & Growth ETF Fund CL 952.471.72
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Small Blend1 year gross return1 year net return
GG Trust Small Cap Value Sel Fund CL 0IM14.6614.61
BNYM Newton NSL US Small/Mid Cap Opp Val14.1914.19
GG Trust Small Cap Value Sel Fund CL R14.6414.04
FIAM Small Company CIT Cl B14.6814.00
FIAM Small Company CIT14.6813.77
Wellington CIF II Small Cap Opps12.3411.57
BNYM Mellon NSL Smid Cap SIF Instl11.3611.34
BNYM Mellon NSL Smid Cap SIF UC111.3611.31
BNYM Mellon SL Small Cap SIF Instl9.159.14
BNYM Mellon SL Small Cap SIF T9.159.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Small Blend5 year gross return5 year net return
FIAM Small Company CIT Cl B6.926.27
FIAM Small Company CIT6.916.06
Wellington CIF II Small Cap Oppsn/a5.02
BNYM Mellon NSL Smid Cap SIF Instl4.604.58
GG Trust Small Cap Value Sel Fund CL 0IM4.674.55
GG Trust Small Cap Value Sel Fund CL R4.664.04
BNYM Newton NSL US Small/Mid Cap Opp Val3.863.94
FIAM Small Cap Core CIT Cl B4.433.83
FIAM Small Cap Core CIT Cl P4.423.81
FIAM Small Cap Core CIT Cl O4.423.78
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Target Date 2041-20451 year gross return1 year net return
Fidelity Freedom Blend 2045 Cmgld Pool B19.0418.82
Fidelity Freedom Blend 2045 Cmgld Pool T19.0418.81
Fidelity Freedom Blend 2045 Cmgld Pool R19.0918.81
Fidelity Freedom Blend 2045 Cmgld Pool S19.0418.77
Fidelity Freedom Blend 2045 Cmgld Pool Q18.9918.69
Fidelity Freedom Blend 2045 Cmgld Pool X19.0718.68
Fidelity Freedom Blend 2045 Cmgld Pool Y19.0118.66
Fidelity Freedom Blend 2045 Cmgld Pool V19.0718.65
Fidelity Freedom Blend 2045 Cmgld Pool W19.0118.62
Voya Target Retirement 2045 - Class 218.4118.19
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023


Target Date 2041-20455 year gross return5 year net return
Fidelity Freedom Blend 2045 Cmgld Pool B6.416.22
Fidelity Freedom Blend 2045 Cmgld Pool T6.416.17
Fidelity Freedom Blend 2045 Cmgld Pool S6.426.15
Voya Target Solution 2045 Trust6.566.14
Fidelity Freedom Blend 2045 Cmgld Pool R6.426.12
Fidelity Freedom Blend 2045 Cmgld Pool Q6.426.10
Fidelity Freedom Blend 2045 Cmgld Pool Y6.426.07
Fidelity Freedom Blend 2045 Cmgld Pool X6.436.06
Fidelity Freedom Blend 2045 Cmgld Pool W6.426.02
Fidelity Freedom Blend 2045 Cmgld Pool V6.425.99
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 20, 2023
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