Top performing managers by category: commingled accounts, 4th Quarter 2019

Large Blend 1 year gross return 1 year net return
BNYM Mellon NSL Dynamic US Equity Fund 38.20 37.71
FIAM Focused Large Cap Growth Pool 36.66 35.80
Aristotle Value Equity CIT Class B 33.49 32.97
Aristotle Value Equity CIT A 33.45 32.80
BlackRock Equity Index F 9.57 31.55
Blackrock Eq Idx Fund CF 31.54 31.51
Spartan 500 Index Pool A 31.51 31.51
Spartan 500 Index Pool E 31.51 31.50
BNYM Mellon SL Stock Index Fund Instl 31.51 31.50
Spartan 500 Index Pool D 31.51 31.49
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Large Blend 5 year gross return 5 year net return
BNYM Mellon NSL Dynamic US Equity Fund 13.95 13.51
Blackrock Russ 1000 Alpha Tilts CF 11.96 11.96
Amalgamated Bank LongView 1500 Mk Idx CF 12.01 11.96
FIAM Focused Large Cap Growth Pool 12.65 11.83
Blackrock Eq Idx Fund CF 11.75 11.75
Blackrock Alpha Tilts Fund CF 11.72 11.72
State St S&P 500® Indx SL Cl I 13.43 11.70
State St S&P 500® Indx NL Cl A 1.98 11.69
BNYM Mellon SL Stock Index Fund 11.72 11.67
IBEW-NECA EQUITY INDEX FUND 11.69 11.67
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Mid-Cap Blend 1 year gross return 1 year net return
Iridian Value Opportunity CIT B 35.33 34.32
Iridian Value Opportunity CIT C 35.22 33.88
Blackrock US Eq Mkt Fund CF 31.01 30.93
Blackrock Russ 3000 Alpha Tilts CF 29.92 29.92
Burgundy US Small/Mid Cap Fund 29.54 29.12
LMCG MidCap Core Collective Fund 29.40 28.49
BNYM Mellon PE NSL US Mid Cap Opp Val Eq 29.42 28.41
Cardinal Capital SMID Cap CIT A 29.11 28.27
BNYM Mellon SL Mkt Completion Fd 28.21 28.15
Blackrock Extended Mkt Fund CF 28.25 28.15
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Mid-Cap Blend 5 year gross return 5 year net return
Blackrock Russ 3000 Alpha Tilts CF 11.74 11.74
Blackrock US Eq Mkt Fund CF 11.32 11.30
Burgundy US Small/Mid Cap Fund 11.55 10.66
Blackrock Extended Mkt Fund CF 9.18 9.16
Blackrock Mid Cap Eq Idx Fund CF 9.10 9.08
State St S&P MidCap® Indx SL Cl I 12.74 9.07
BNYM Mellon DB SL Mid Cap SIF 9.12 9.07
BNYM Mellon SL Mid Cap SIF 9.11 9.07
State St S&P Midcap® Indx SL Cl II 12.75 9.05
State St S&P MidCap® Indx NL Cl A 12.69 9.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Small Blend 1 year gross return 1 year net return
Blackrock Russell 2000 Alpha Tilts Fd A 32.55 32.55
Wellington CIF II Small Cap Opps 32.55 31.63
Wellington CIF II Small Cap Value S1 27.76 26.73
Voya Small Cap Core Trust 26.79 25.86
BNYM Mellon SL Small Cap SIF Instl 25.78 25.77
BNYM Mellon SL Small Cap SIF 25.80 25.75
BlackRock Russell 2000® Index F 2.22 25.72
State St Russell Sm Cap® Indx SL Cl I 4.14 25.67
Blackrock Russell 2000 Index Fund A 25.58 25.58
NT R2000 Index Fund - NL 25.55 25.55
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Small Blend 5 year gross return 5 year net return
Wellington CIF II Small Cap Opps 12.43 11.54
Blackrock Russell 2000 Alpha Tilts Fd A 9.75 9.75
Amalgamated Bank LongView 600 SC Idx CF 9.55 9.50
RhumbLine S&P 600 Sm-Cap Pooled Index 9.26 9.26
State St Russell Sm Cap® Indx SL Cl I 14.50 8.46
BNYM Mellon SL Small Cap SIF 8.21 8.38
Rothschild & Co US Small/Mid-Cap Fund 9.41 8.33
Blackrock Russell 2000 Index Fund A 8.27 8.26
State St Russell Sm Cap® Indx NL Cl S 12.51 8.25
NT R2000 Index Fund - NL 8.24 8.24
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Large Growth 1 year gross return 1 year net return
Westfield All Cap Equity Collective 44.05 43.05
Wellington CIF II Growth S2 42.63 42.08
State St Nasdaq-100 Indx® NL Cl A 27.48 39.47
State St Nasdaq-100 Indx® NL Cl C 27.46 39.42
PGI CIT Blue Chip Equity Fund 39.45 38.84
Polen Focus Growth CIT Class 2 39.20 38.37
Ivy Large Cap Growth CIT Class 1 37.76 36.98
Spartan Large Cap Growth Index Pool 36.37 36.37
State St Russell Lg Cap Gr® Indx NL Cl C 3.64 36.37
BNYM Mellon NSL LargeCap Grwth SIF Instl 36.28 36.27
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Large Growth 5 year gross return 5 year net return
State St Nasdaq-100 Indx® NL Cl A 20.01 16.89
Wellington CIF II Growth S2 17.31 16.80
BNYM Mellon NSL LargeCap Grwth SIF 14.53 14.48
Nuveen Winslow Large Cap Growth Cl I 14.63 14.00
Nuveen Winslow Large Cap Growth, Class R 14.62 13.94
Nuveen Winslow Large Cap Growth Cl Y 14.63 13.88
Nuveen Winslow Large Cap Growth Cl I20 14.62 13.77
Voya Large Cap Growth Trust 14.14 13.52
Blackrock Eq Gr Fund CF 13.47 13.45
Eaton Vance EB Large Cap Growth I 13.51 12.86
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Mid-Cap Growth 1 year gross return 1 year net return
PGI CIT Mid-Cap Equity Fund A 12.27 43.41
PGI CIT Mid-Cap Equity Fund 43.70 42.86
KAR Small-Mid Cap Core Cl 1 41.10 40.11
Kayne Anderson Rudnick SC Core CIT 1 40.45 39.41
Artisan Mid Cap Growth Trust Tier 1 39.77 38.59
Ivy Mid Cap Growth CIT 1 39.30 38.38
Kayne Anderson Rudnick SC Sust Gr CIT 1 38.60 37.57
Wellington CIF II MdCap Opportunities S2 33.71 33.07
Wellington CIF II MdCap Opportunities S3 33.71 33.06
Wellington CIF II MdCap Opportunities S1 33.71 32.92
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Mid-Cap Growth 5 year gross return 5 year net return
Champlain Mid Cap Collective Fund Cl 4 14.75 14.73
PGI CIT Mid-Cap Equity Fund A 11.98 13.66
PGI CIT Mid-Cap Equity Fund 14.03 13.35
Wellington CIF II MdCap Opportunities S2 12.55 12.01
Wellington CIF II MdCap Opportunities S1 12.57 11.81
Voya Mid Cap Growth Trust 10.85 10.08
GW&K S/M Cp Cor Eq Collective Invmt Fund 10.70 9.99
State St Russell Sm/Mid Cp® Indx SL Cl I 16.37 9.22
FIAM Small/Mid Cap Core Class K 9.80 9.21
FIAM Small/Mid Cap Core Pool 9.80 9.10
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Small Growth 1 year gross return 1 year net return
FIAM Small Company Class B 34.80 33.96
FIAM Small Company Pool 34.79 33.75
Wellington CIF II Small Cap 2000 S1 34.48 33.25
FIAM Small Cap Core Class B 33.51 32.70
FIAM Small Cap Core Class P 33.45 32.68
FIAM Small Cap Core Class O 33.45 32.63
FIAM Small Cap Core Class D 33.46 32.53
FIAM Small Cap Core Pool 33.46 32.42
FIAM Small Cap Core Class G 33.45 32.39
GW&K Small Cap Core Equity CIF 32.47 31.49
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Small Growth 5 year gross return 5 year net return
Wellington CIF II Small Cap 2000 S1 11.72 10.75
FIAM Small Cap Core Class B 10.80 10.11
FIAM Small Cap Core Class O 10.75 10.07
FIAM Small Cap Core Class D 10.75 9.98
FIAM Small Cap Core Pool 10.75 9.88
FIAM Small Cap Core Class G 10.75 9.87
FIAM Small Company Class B 10.43 9.75
FIAM Small Company Pool 10.43 9.56
Frontegra Small Cap Core Fund 8.42 7.73
BNYM Mellon PE NSL US Small Cap Opp Val 8.26 7.19
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Large Value 1 year gross return 1 year net return
Blackrock Eq Val Fund CF 31.94 31.93
Eaton Vance Large Cap Val CIT 30.85 30.04
Beutel Goodman American Equity Fund 27.84 29.83
Wellington CIF II Quality Value S1 30.37 29.70
DePrince, Race & Zollo, Lg-Cap Val CIT 28.36 27.61
BNYM Mellon NSL US Dyn Large Cap Val 27.95 27.51
BNYM Mellon PE NSL US Dyn Large Cap Val 27.88 27.20
Blackrock Russ 1000 Val Idx CF 26.67 26.67
BNYM Mellon NSL LargeCap Value SIF Instl 26.60 26.58
Spartan Large Cap Value Index Pool 26.58 26.58
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Large Value 5 year gross return 5 year net return
Beutel Goodman American Equity Fund 10.84 10.66
Blackrock Eq Val Fund CF 9.54 9.51
Eaton Vance Large Cap Val CIT 9.66 8.95
BNYM Mellon NSL US Dyn Large Cap Val 9.52 8.93
Wellington CIF II Quality Value S1 9.52 8.90
DePrince, Race & Zollo, Lg-Cap Val CIT 9.24 8.59
BNYM Mellon PE NSL US Dyn Large Cap Val 9.13 8.48
Blackrock Russ 1000 Val Idx CF 8.41 8.40
BNYM Mellon NSL LargeCap Value SIF 8.39 8.33
FIAM Target Date Val Discvry Cmgld Pool 8.18 8.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Mid-Cap Value 1 year gross return 1 year net return
Ceredex Mid-Cap Value Equity Trust 1 34.21 33.28
American Century US Mid Cap Value Eq Tr 30.12 29.34
Speece Thorson Value Fund 29.56 28.34
PGI CIT SMID Cap Value Equity Fund 25.33 24.47
WEDGE Mid Cap Value INSTL -14.73 20.28
WEDGE Mid Cap Value C -15.91 19.36
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Mid-Cap Value 5 year gross return 5 year net return
PGI CIT SMID Cap Value Equity Fund 9.89 9.04
Speece Thorson Value Fund 8.62 7.58
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Small Value 1 year gross return 1 year net return
American Century US Small Cap Val Eq Tr 35.57 34.43
Brandywine Diversified Sm Cap Select BIT 26.48 25.50
State St Russell Sm Cp® Val Indx NL Cl C -6.00 22.24
Brandywine Diversified Small Cap BIT 21.14 20.19
Brandywine Diversified Small Cap GT 21.14 20.19
Invesco US Quantitative Sm Value Trust 17.78 16.98
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Small Value 5 year gross return 5 year net return
Brandywine Diversified Sm Cap Select BIT 7.09 6.24
Brandywine Diversified Small Cap BIT 6.45 5.61
Brandywine Diversified Small Cap GT 6.37 5.53
Invesco US Quantitative Sm Value Trust 5.51 4.74
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Real Estate 1 year gross return 1 year net return
Cohen & Steers U.S. Realty Fund Class B 34.04 33.31
Cohen & Steers U.S. Realty Fund Class C 33.95 33.28
Cohen & Steers U.S. Realty CIT Class A 33.99 33.12
American Century U.S. Real Estate Sec Tr 31.84 30.92
PGI US Real Estate Securities CIT II 31.52 30.75
PGI US Real Estate Securities CIT 31.52 30.62
Invesco Equity RE Secs Tr C 29.35 28.48
Duff & Phelps U.S. REIT CIT, Class 1 28.82 27.99
FIAM U.S. Real Estate Invest Tr CIT 27.03 26.28
PIMCO RealEstatePLUS CIT I 25.63 25.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Real Estate 5 year gross return 5 year net return
Invesco Equity RE Secs Tr C 8.30 7.51
FIAM U.S. Real Estate Invest Tr CIT 7.36 6.72
Blackrock US Real Estate Sec Idx 6.41 6.39
BNYM Mellon NSL REIT Index Fund 6.28 6.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Aggressive Allocation 1 year gross return 1 year net return
FIAM Pension Journey 70/30 Commingled Pl 24.38 24.38
BCM DynamicBelay Growth (QDIA) 18.82 17.14
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Bank Loan 1 year gross return 1 year net return
FIAM Leveraged Loan Pool 9.36 8.82
Voya Senior Loan Trust 8.50 8.02
Shenkman Capital Mgt High Yld Bank Loan 8.63 7.89
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Bank Loan 5 year gross return 5 year net return
FIAM Leveraged Loan Pool 5.10 4.58
Voya Senior Loan Trust 4.52 4.06
Shenkman Capital Mgt High Yld Bank Loan 4.63 4.00
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Small Value 1 year gross return 1 year net return
American Century US Small Cap Val Eq Tr 35.57 34.43
Brandywine Diversified Sm Cap Select BIT 26.48 25.50
State St Russell Sm Cp® Val Indx NL Cl C -6.00 22.24
Brandywine Diversified Small Cap BIT 21.14 20.19
Brandywine Diversified Small Cap GT 21.14 20.19
Invesco US Quantitative Sm Value Trust 17.78 16.98
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Small Value 5 year gross return 5 year net return
Brandywine Diversified Sm Cap Select BIT 7.09 6.24
Brandywine Diversified Small Cap BIT 6.45 5.61
Brandywine Diversified Small Cap GT 6.37 5.53
Invesco US Quantitative Sm Value Trust 5.51 4.74
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Mid-Cap Value 1 year gross return 1 year net return
Ceredex Mid-Cap Value Equity Trust 1 34.21 33.28
American Century US Mid Cap Value Eq Tr 30.12 29.34
Speece Thorson Value Fund 29.56 28.34
PGI CIT SMID Cap Value Equity Fund 25.33 24.47
WEDGE Mid Cap Value INSTL -14.73 20.28
WEDGE Mid Cap Value C -15.91 19.36
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Mid-Cap Value 5 year gross return 5 year net return
PGI CIT SMID Cap Value Equity Fund 9.89 9.04
Speece Thorson Value Fund 8.62 7.58
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Large Value 1 year gross return 1 year net return
Blackrock Eq Val Fund CF 31.94 31.93
Eaton Vance Large Cap Val CIT 30.85 30.04
Beutel Goodman American Equity Fund 27.84 29.83
Wellington CIF II Quality Value S1 30.37 29.70
DePrince, Race & Zollo, Lg-Cap Val CIT 28.36 27.61
BNYM Mellon NSL US Dyn Large Cap Val 27.95 27.51
BNYM Mellon PE NSL US Dyn Large Cap Val 27.88 27.20
Blackrock Russ 1000 Val Idx CF 26.67 26.67
BNYM Mellon NSL LargeCap Value SIF Instl 26.60 26.58
Spartan Large Cap Value Index Pool 26.58 26.58
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Large Value 5 year gross return 5 year net return
Beutel Goodman American Equity Fund 10.84 10.66
Blackrock Eq Val Fund CF 9.54 9.51
Eaton Vance Large Cap Val CIT 9.66 8.95
BNYM Mellon NSL US Dyn Large Cap Val 9.52 8.93
Wellington CIF II Quality Value S1 9.52 8.90
DePrince, Race & Zollo, Lg-Cap Val CIT 9.24 8.59
BNYM Mellon PE NSL US Dyn Large Cap Val 9.13 8.48
Blackrock Russ 1000 Val Idx CF 8.41 8.40
BNYM Mellon NSL LargeCap Value SIF 8.39 8.33
FIAM Target Date Val Discvry Cmgld Pool 8.18 8.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Small Growth 1 year gross return 1 year net return
FIAM Small Company Class B 34.80 33.96
FIAM Small Company Pool 34.79 33.75
Wellington CIF II Small Cap 2000 S1 34.48 33.25
FIAM Small Cap Core Class B 33.51 32.70
FIAM Small Cap Core Class P 33.45 32.68
FIAM Small Cap Core Class O 33.45 32.63
FIAM Small Cap Core Class D 33.46 32.53
FIAM Small Cap Core Pool 33.46 32.42
FIAM Small Cap Core Class G 33.45 32.39
GW&K Small Cap Core Equity CIF 32.47 31.49
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Small Growth 5 year gross return 5 year net return
Wellington CIF II Small Cap 2000 S1 11.72 10.75
FIAM Small Cap Core Class B 10.80 10.11
FIAM Small Cap Core Class O 10.75 10.07
FIAM Small Cap Core Class D 10.75 9.98
FIAM Small Cap Core Pool 10.75 9.88
FIAM Small Cap Core Class G 10.75 9.87
FIAM Small Company Class B 10.43 9.75
FIAM Small Company Pool 10.43 9.56
Frontegra Small Cap Core Fund 8.42 7.73
BNYM Mellon PE NSL US Small Cap Opp Val 8.26 7.19
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Mid-Cap Growth 1 year gross return 1 year net return
PGI CIT Mid-Cap Equity Fund A 12.27 43.41
PGI CIT Mid-Cap Equity Fund 43.70 42.86
KAR Small-Mid Cap Core Cl 1 41.10 40.11
Kayne Anderson Rudnick SC Core CIT 1 40.45 39.41
Artisan Mid Cap Growth Trust Tier 1 39.77 38.59
Ivy Mid Cap Growth CIT 1 39.30 38.38
Kayne Anderson Rudnick SC Sust Gr CIT 1 38.60 37.57
Wellington CIF II MdCap Opportunities S2 33.71 33.07
Wellington CIF II MdCap Opportunities S3 33.71 33.06
Wellington CIF II MdCap Opportunities S1 33.71 32.92
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Mid-Cap Growth 5 year gross return 5 year net return
Champlain Mid Cap Collective Fund Cl 4 14.75 14.73
PGI CIT Mid-Cap Equity Fund A 11.98 13.66
PGI CIT Mid-Cap Equity Fund 14.03 13.35
Wellington CIF II MdCap Opportunities S2 12.55 12.01
Wellington CIF II MdCap Opportunities S1 12.57 11.81
Voya Mid Cap Growth Trust 10.85 10.08
GW&K S/M Cp Cor Eq Collective Invmt Fund 10.70 9.99
State St Russell Sm/Mid Cp® Indx SL Cl I 16.37 9.22
FIAM Small/Mid Cap Core Class K 9.80 9.21
FIAM Small/Mid Cap Core Pool 9.80 9.10
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Large Growth 1 year gross return 1 year net return
Westfield All Cap Equity Collective 44.05 43.05
Wellington CIF II Growth S2 42.63 42.08
State St Nasdaq-100 Indx® NL Cl A 27.48 39.47
State St Nasdaq-100 Indx® NL Cl C 27.46 39.42
PGI CIT Blue Chip Equity Fund 39.45 38.84
Polen Focus Growth CIT Class 2 39.20 38.37
Ivy Large Cap Growth CIT Class 1 37.76 36.98
Spartan Large Cap Growth Index Pool 36.37 36.37
State St Russell Lg Cap Gr® Indx NL Cl C 3.64 36.37
BNYM Mellon NSL LargeCap Grwth SIF Instl 36.28 36.27
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Large Growth 5 year gross return 5 year net return
State St Nasdaq-100 Indx® NL Cl A 20.01 16.89
Wellington CIF II Growth S2 17.31 16.80
BNYM Mellon NSL LargeCap Grwth SIF 14.53 14.48
Nuveen Winslow Large Cap Growth Cl I 14.63 14.00
Nuveen Winslow Large Cap Growth, Class R 14.62 13.94
Nuveen Winslow Large Cap Growth Cl Y 14.63 13.88
Nuveen Winslow Large Cap Growth Cl I20 14.62 13.77
Voya Large Cap Growth Trust 14.14 13.52
Blackrock Eq Gr Fund CF 13.47 13.45
Eaton Vance EB Large Cap Growth I 13.51 12.86
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Small Blend 1 year gross return 1 year net return
Blackrock Russell 2000 Alpha Tilts Fd A 32.55 32.55
Wellington CIF II Small Cap Opps 32.55 31.63
Wellington CIF II Small Cap Value S1 27.76 26.73
Voya Small Cap Core Trust 26.79 25.86
BNYM Mellon SL Small Cap SIF Instl 25.78 25.77
BNYM Mellon SL Small Cap SIF 25.80 25.75
BlackRock Russell 2000® Index F 2.22 25.72
State St Russell Sm Cap® Indx SL Cl I 4.14 25.67
Blackrock Russell 2000 Index Fund A 25.58 25.58
NT R2000 Index Fund - NL 25.55 25.55
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Small Blend 5 year gross return 5 year net return
Wellington CIF II Small Cap Opps 12.43 11.54
Blackrock Russell 2000 Alpha Tilts Fd A 9.75 9.75
Amalgamated Bank LongView 600 SC Idx CF 9.55 9.50
RhumbLine S&P 600 Sm-Cap Pooled Index 9.26 9.26
State St Russell Sm Cap® Indx SL Cl I 14.50 8.46
BNYM Mellon SL Small Cap SIF 8.21 8.38
Rothschild & Co US Small/Mid-Cap Fund 9.41 8.33
Blackrock Russell 2000 Index Fund A 8.27 8.26
State St Russell Sm Cap® Indx NL Cl S 12.51 8.25
NT R2000 Index Fund - NL 8.24 8.24
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Mid-Cap Blend 1 year gross return 1 year net return
Iridian Value Opportunity CIT B 35.33 34.32
Iridian Value Opportunity CIT C 35.22 33.88
Blackrock US Eq Mkt Fund CF 31.01 30.93
Blackrock Russ 3000 Alpha Tilts CF 29.92 29.92
Burgundy US Small/Mid Cap Fund 29.54 29.12
LMCG MidCap Core Collective Fund 29.40 28.49
BNYM Mellon PE NSL US Mid Cap Opp Val Eq 29.42 28.41
Cardinal Capital SMID Cap CIT A 29.11 28.27
BNYM Mellon SL Mkt Completion Fd 28.21 28.15
Blackrock Extended Mkt Fund CF 28.25 28.15
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Mid-Cap Blend 5 year gross return 5 year net return
Blackrock Russ 3000 Alpha Tilts CF 11.74 11.74
Blackrock US Eq Mkt Fund CF 11.32 11.30
Burgundy US Small/Mid Cap Fund 11.55 10.66
Blackrock Extended Mkt Fund CF 9.18 9.16
Blackrock Mid Cap Eq Idx Fund CF 9.10 9.08
State St S&P MidCap® Indx SL Cl I 12.74 9.07
BNYM Mellon DB SL Mid Cap SIF 9.12 9.07
BNYM Mellon SL Mid Cap SIF 9.11 9.07
State St S&P Midcap® Indx SL Cl II 12.75 9.05
State St S&P MidCap® Indx NL Cl A 12.69 9.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Large Blend 1 year gross return 1 year net return
BNYM Mellon NSL Dynamic US Equity Fund 38.20 37.71
FIAM Focused Large Cap Growth Pool 36.66 35.80
Aristotle Value Equity CIT Class B 33.49 32.97
Aristotle Value Equity CIT A 33.45 32.80
BlackRock Equity Index F 9.57 31.55
Blackrock Eq Idx Fund CF 31.54 31.51
Spartan 500 Index Pool A 31.51 31.51
Spartan 500 Index Pool E 31.51 31.50
BNYM Mellon SL Stock Index Fund Instl 31.51 31.50
Spartan 500 Index Pool D 31.51 31.49
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Large Blend 5 year gross return 5 year net return
BNYM Mellon NSL Dynamic US Equity Fund 13.95 13.51
Blackrock Russ 1000 Alpha Tilts CF 11.96 11.96
Amalgamated Bank LongView 1500 Mk Idx CF 12.01 11.96
FIAM Focused Large Cap Growth Pool 12.65 11.83
Blackrock Eq Idx Fund CF 11.75 11.75
Blackrock Alpha Tilts Fund CF 11.72 11.72
State St S&P 500® Indx SL Cl I 13.43 11.70
State St S&P 500® Indx NL Cl A 1.98 11.69
BNYM Mellon SL Stock Index Fund 11.72 11.67
IBEW-NECA EQUITY INDEX FUND 11.69 11.67
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
World Stock 1 year gross return 1 year net return
Artisan Global Discovery Trust Founders 44.50 43.42
Artisan Global Opportunity Trust, Tier 3 37.07 36.05
Artisan Global Opportunity Trust, Tier 1 37.05 35.89
Hardman Johnston Glb Equity Group Trust 36.43 35.52
American Century Glbl Grwth Eq Tr Tier 2 35.37 34.59
Wellington CIF II Global Equities 32.28 32.21
Artisan Global Equity Trust, Tier 1 32.94 31.82
Wellington CIF Global Contrarian Equity 32.69 31.52
JENNISON GLOBAL OPPORTUNITY FUND 2 32.28 31.30
FIAM Global Core 31.83 30.93
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
World Stock 5 year gross return 5 year net return
Hardman Johnston Glb Equity Group Trust 15.33 14.58
Artisan Global Opportunity Trust, Tier 3 14.10 13.25
Artisan Global Opportunity Trust, Tier 1 14.09 13.13
Artisan Global Equity Trust, Tier 1 12.02 11.07
Wellington CIF Global Research Equity 10.34 9.52
Wellington CIF II Global Equities 8.97 8.87
Wellington CIF Global Contrarian Equity 9.58 8.60
FIAM Global Core 8.99 8.14
Beutel Goodman Global Equity Fund 8.46 7.66
FIAM Select Global CIT 8.38 7.65
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Foreign Large Value 1 year gross return 1 year net return
Pictet International Equity Fund LLC 25.65 24.62
LSV Asset Mgt Intl Lg Cap Val Eq Trust 22.10 21.24
LongView Intl. Value Eq Coll Fund 21.04 20.15
FIAM International Equity Value Cmgld Pl 19.70 19.70
Mondrian International Equity CIT VIII 18.89 18.40
Mondrian International Eq CIT IX 18.82 18.27
Mondrian International Equity CIT I 18.87 18.05
KBI EAFE Markets Equity CIT A 18.04 16.97
Systematic Financial Mgt Int Eq CIT CL I 16.74 16.05
Templeton International Equity CIT 1 13.70 13.14
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Foreign Large Value 5 year gross return 5 year net return
Pictet International Equity Fund LLC 7.69 6.78
LSV Asset Mgt Intl Lg Cap Val Eq Trust 6.52 5.76
Mondrian International Equity CIT I 5.47 4.76
LongView Intl. Value Eq Coll Fund 4.16 4.12
Templeton Intl Equity CIT CF 3.50 2.97
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Foreign Large Blend 1 year gross return 1 year net return
Wellington CIF II Intl Opps 27.42 27.35
Thornburg Intl Equity Fd (CIT) Tier 1 28.08 27.25
Wellington CIF II Intl Opps S1 27.34 26.67
Harris Assoc. Oakmark Intl Col Fd Cl 2 25.14 24.98
Beutel Goodman International Equity Fund 25.88 24.96
Blackrock Curr Hedged EAFE Idx CF 25.09 24.91
Harris Assoc. Oakmark Intl Gross of Fees 25.83 24.90
Victory Trivalent Intl Dev Mkts CIT (Gr) 24.90 24.90
Harris Assoc. Oakmark Intl Col Fd Cl 1 24.39 24.23
FIAM Select International Class N 24.39 24.08
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Foreign Large Blend 5 year gross return 5 year net return
Blackrock Curr Hedged EAFE Idx CF 8.52 8.48
Blackrock Intl Alpha Tilt CF 7.17 7.17
Beutel Goodman International Equity Fund 7.11 6.32
State St Intl Indx SL Cl I 6.81 6.21
State St Intl Indx NL Cl A 6.78 6.15
State St Intl Indx NL Cl C 6.78 6.10
BNYM Mellon SL International SIF 6.15 6.09
Blackrock EAFE Eq Idx Fund CF 6.08 6.07
NT EAFE Index Fund - Non-Lending 6.01 6.01
BNYM Mellon DB SL International SIF 6.05 5.99
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Foreign Large Growth 1 year gross return 1 year net return
FIAM International Equity Gr Cmgld Pl 35.95 35.95
Hardman Johnston Intl Equity Group Trust 34.26 33.42
Capital Group Int'l Equity DB Fund 32.52 31.61
Fiera International Equity 1 32.32 31.57
Capital Group Intl Equity DC Unit T 31.92 31.02
William Blair International Growth CIT 32.01 30.95
Capital Group Intl All Countries Eq DC-T 31.58 30.68
Artisan International Growth Trust - T3 30.73 29.70
Artisan International Growth Trust - T1 30.77 29.60
Invesco International Growth Cl I 29.78 29.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Foreign Large Growth 5 year gross return 5 year net return
Hardman Johnston Intl Equity Group Trust 10.40 9.66
Capital Group Intl All Countries Eq DC-T 9.96 9.19
Capital Group Intl Equity DC Unit T 9.06 8.30
Capital Group Int'l Equity DB Fund 9.02 8.26
Capital Group Intl All Countries Eq DB 10.02 8.15
Vontobel Quality Growth Intl Equity CIT 8.04 7.34
William Blair International Growth CIT 7.35 6.52
Artisan International Growth Trust - T3 6.81 5.96
Artisan International Growth Trust - T1 6.80 5.85
FIAM International Growth Pool 6.09 5.36
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Foreign Small/Mid Value 1 year gross return 1 year net return
Templeton International Smaller Co CF 24.32 23.37
Segall Bryant & Hamill Int Sm Cp Fndrs + 18.89 18.06
Segall B & H Intl Sml Cap Founders 18.86 17.85
Segall Bryant & Hamill Int SC Inst Plus 18.86 17.85
Segall Bryant & Hamill Int SC InstUnits 18.84 17.78
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Foreign Small/Mid Growth 1 year gross return 1 year net return
Rainier Small Cap International Equity L 26.02 25.02
Rainier Small Cap International Equity B 26.00 24.75
Rainier Small Cap International Equity A 26.01 24.70
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Diversified Emerging Mkts 1 year gross return 1 year net return
Artisan Developing World Trust Tier 1 43.54 42.05
William Emerging Markets Growth CIT 29.72 28.76
FIAM Emerging Markets Opports Cmgld Pl 28.15 28.05
Templeton Intl Emg Mkt CF 27.44 26.15
Victory Sophus Emerging Mkts CIT (Gross) 24.01 24.01
EARNEST Partners Emerging Markets Fund 24.81 23.57
FIAM Select Emerging Markets Class A 23.21 22.43
FIAM Select Emerging Markets Class D 23.25 22.39
Mondrian Emerging Markets Wlth Eq CIT F 22.43 21.68
City of London Global Emg Mkts Fund 21.92 20.72
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Diversified Emerging Mkts 5 year gross return 5 year net return
Templeton Intl Emg Mkt CF 8.61 7.41
FIAM Select Emerging Markets Class A 7.91 7.18
FIAM Select Emerging Markets Class D 7.93 7.17
William Emerging Markets Growth CIT 6.59 5.78
State St Emg Mkts Indx NL Cl A 4.93 5.58
Blackrock MSCI Emg Mrkt Free Idx 5.50 5.48
BNYM Mellon NSL Emerging Mkt SIF 5.49 5.35
QMA Emerging Markets Core Equity Fund 4.88 4.20
FIAM Emerging Markets Commingled Pool 3.89 3.89
State St Actv Emg Mkts NL Cl A 4.93 3.87
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Global Real Estate 1 year gross return 1 year net return
DWS RREEF Glb Real Estate Sec Cmgld Fund 26.24 26.24
DWS RREEF Global Real Estate Sec CF-A 25.44 25.44
PGI CIT Global Real Estate Securities Fd 26.06 25.20
Cohen & Steers Global Realty CIT B 26.00 25.13
Cohen & Steers Global Realty CIT 26.07 25.13
Invesco Equity Global RE Secs Tr C 23.34 22.38
AEW Gl Property Secs Master Tr-DC Plan B 22.44 22.05
AEW Gl Property Secs Master Tr L 22.44 21.98
AEW Gl Property Secs Master Tr-DC Plan A 22.49 21.94
Blackrock Ex-US Real Estate Idx 21.64 21.40
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Global Real Estate 5 year gross return 5 year net return
DWS RREEF Glb Real Estate Sec Cmgld Fund 7.78 7.78
PGI CIT Global Real Estate Securities Fd 8.15 7.40
DWS RREEF Global Real Estate Sec CF-A 6.99 6.99
Blackrock Ex-US Real Estate Idx 6.29 6.24
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
World Bond 1 year gross return 1 year net return
PIMCO Global Advantage Strategy CIT II 10.08 9.48
PIMCO Global Advantage Strategy III CIT 10.06 9.34
MacKay Shields Core Fixed Inc CIT Cl 3 9.44 9.27
Brandywine Global Opportun Fxd BGIMT 9.73 9.13
Brandywine Global Fixed Income GT 8.70 8.11
Brandywine Global Fixed Income BGIMT 8.54 8.05
Brandywine Global Fixed Income BIT 8.53 7.94
Brandywine Intl Opportunistic Fxd BIT 7.55 6.96
Brandywine International Fixed Inc BIT 6.21 5.64
Wellington CIF II World Bond S2 4.77 4.32
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
World Bond 5 year gross return 5 year net return
Brandywine Global Opportun Fxd BGIMT 2.90 2.35
Brandywine Global Fixed Income GT 2.40 1.84
Brandywine Global Fixed Income BIT 2.37 1.82
Brandywine Global Fixed Income BGIMT 2.26 1.80
Brandywine Intl Opportunistic Fxd BIT 1.81 1.25
Brandywine International Fixed Inc BIT 1.30 0.74
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
High Yield Bond 1 year gross return 1 year net return
Fort Washington High Yield Fixed Inc CF 15.18 15.18
Wellington CIF II Core High Yield S1 15.49 15.02
FIAM High Yield Bond Commingled Pool 15.59 15.02
BNYM Mellon DB SL High Yield Beta Fund 15.05 14.78
MacKay Shields High Yld Bond CIT Class 1 14.60 14.20
Eaton Vance EB High Yield I 14.45 14.00
Shenkman Capital Mgt Primus HighYield CF 14.56 13.56
Shenkman Capital Four Pts Multi-Strat Fd 13.90 12.86
Loomis Sayles HYCSV CIT 12.02 11.46
DDJ Total Return Credit I Composite 5.21 4.45
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
High Yield Bond 5 year gross return 5 year net return
DDJ Total Return Credit I Composite 8.17 7.03
BNYM Mellon DB SL High Yield Beta Fund 6.57 6.31
Eaton Vance EB High Yield I 6.52 6.01
Wellington CIF II Core High Yield S1 6.29 5.85
FIAM High Yield Bond Commingled Pool 6.34 5.81
Fort Washington High Yield Fixed Inc CF 5.78 5.78
Shenkman Capital Four Pts Multi-Strat Fd 6.58 5.64
Shenkman Capital Mgt Primus HighYield CF 5.94 5.05
Loomis Sayles HYCSV CIT 5.30 4.73
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Intermediate Government 1 year gross return 1 year net return
FIAM Target Date Govt Bd Idx Cmgld Pl 6.68 6.68
Diversified Ret Interm Govt/Credit Tr 6.52 6.31
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Intermediate-Term Bond 1 year gross return 1 year net return
Blackrock Govt/Credit Bond Idx CF 9.84 9.77
Fort Washington Cor Pls Fxd Inc CIT Fdrs 9.99 9.65
Wellington CIF II Core Bond S1 9.86 9.60
FIAM Broad Market Duration Pool 9.79 9.52
Blackrock US Debt Idx Fund CF 8.80 8.82
Amalgamated Bank Longview Core Bond Idx 8.91 8.78
State St US Bnd Indx SL Cl I -0.40 8.75
Amalgamated Bank LongView Core Bond Veba 8.87 8.74
U.S. Debt Index Fund F 8.77 8.71
State St US Bnd Indx NL Cl C -0.42 8.69
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Intermediate-Term Bond 5 year gross return 5 year net return
Wellington CIF II Core Bond S1 3.86 3.58
FIAM Broad Market Duration Pool 3.70 3.45
Blackrock Govt/Credit Bond Idx CF 3.38 3.37
Blackrock US Debt Idx Fund CF 3.14 3.14
U.S. Debt Index Fund F 3.12 3.11
Amalgamated Bank Longview Core Bond Idx 3.22 3.10
State St US Bnd Indx SL Cl I 2.30 3.08
State St US Bnd Indx NL Cl C 2.30 3.01
BNYM Mellon DB SL Agg Bond Index Fd 3.05 3.01
BNYM Mellon SL Agg Bond Index Fund 3.01 2.97
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Short Government 1 year gross return 1 year net return
Blackrock 1-3 Yr Govt Bond Idx CF 3.69 3.64
BlackRock 1-3 Year Govt Bond Index R 3.67 3.58
BlackRock 1-3 Year Gov Bd Idx Fd 6 3.67 3.56
BlackRock 1-3 Year Gov Bd Idx Fd 8 3.66 3.54
BlackRock 1-3 Year Gov Bd Idx Fd 31 3.66 3.30
BlackRock 1-3 Year Gov Bd Idx Fd 46 3.67 3.15
BlackRock 1-3 Year Gov Bd Idx Fd 66 3.66 2.94
BlackRock 1-3 Year Gov Bd Idx Fd 96 3.66 2.64
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Short Government 5 year gross return 5 year net return
Blackrock 1-3 Yr Govt Bond Idx CF 1.55 1.55
BlackRock 1-3 Year Gov Bd Idx Fd 6 1.53 1.43
BlackRock 1-3 Year Gov Bd Idx Fd 8 1.53 1.41
BlackRock 1-3 Year Gov Bd Idx Fd 31 1.53 1.18
BlackRock 1-3 Year Gov Bd Idx Fd 46 1.53 1.03
BlackRock 1-3 Year Gov Bd Idx Fd 66 1.53 0.82
BlackRock 1-3 Year Gov Bd Idx Fd 96 1.54 0.53
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Short-Term Bond 1 year gross return 1 year net return
FIAM Target Date Short Credit Cmgld Pool 5.07 5.07
FIAM Short Duration Pool 4.50 4.30
BNYM Mellon NSL 1-3 Yr G/C BI Fd Instl 4.00 3.98
BNYM Mellon SL 1-3 Yr G/C Bond Index Fd 4.02 3.95
Amalgamated Ultra Construction Loan -16.06 -16.91
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Short-Term Bond 5 year gross return 5 year net return
FIAM Short Duration Pool 2.07 1.83
Amalgamated Ultra Construction Loan -1.57 -2.55
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Long Government 1 year gross return 1 year net return
FIAM Long U.S. Treasury STRIPS Pool Idx 21.23 21.19
Blackrock 20+ Treas Bond Idx CF 15.18 15.13
Blackrock - 20+ Treas Bond Idx R 15.16 15.00
Blackrock Long Govt Bond Idx Fund CF 14.94 14.90
State St US Lg Gov Bnd Indx SL Cl I -6.43 14.80
NT Long-Term Gov Bd Idx - DC - NL-Tier J 14.74 14.74
BNYM Mellon DB SL Long Term Govt BI Fd 14.78 14.73
FIAM Target Date LT Treas Idx Cmgld Pool 14.24 14.23
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Long Government 5 year gross return 5 year net return
FIAM Long U.S. Treasury STRIPS Pool Idx 5.26 5.13
Blackrock 20+ Treas Bond Idx CF 4.33 4.29
NT Long-Term Gov Bd Idx - DC - NL-Tier J 4.17 4.17
BNYM Mellon DB SL Long Term Govt BI Fd 4.19 4.15
Blackrock Long Govt Bond Idx Fund CF 2.18 2.17
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Long-Term Bond 1 year gross return 1 year net return
Blackrock Long Corp Bond Idx CF 23.57 23.47
BNYM Mellon DB SL Long Term Credit BI Fd 23.54 23.46
Wellington CIF II Long Bond 20.57 20.61
FIAM Long Duration CIT 20.11 19.81
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Long-Term Bond 5 year gross return 5 year net return
Blackrock Long Corp Bond Idx CF 6.38 6.36
BNYM Mellon DB SL Long Term Credit BI Fd 6.39 6.31
FIAM Long Duration CIT 5.67 5.41
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Multisector Bond 1 year gross return 1 year net return
FIAM Tactical Bond Pool 13.61 13.61
Blackrock CoreActive Bond Fund 9.53 9.33
Loomis Sayles MSFD CIT 9.79 9.17
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Multisector Bond 5 year gross return 5 year net return
FIAM Tactical Bond Pool 5.53 5.53
Loomis Sayles MSFD CIT 4.83 4.24
Blackrock CoreActive Bond Fund 3.46 3.43
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
High Yield Bond 1 year gross return 1 year net return
Fort Washington High Yield Fixed Inc CF 15.18 15.18
Wellington CIF II Core High Yield S1 15.49 15.02
FIAM High Yield Bond Commingled Pool 15.59 15.02
BNYM Mellon DB SL High Yield Beta Fund 15.05 14.78
MacKay Shields High Yld Bond CIT Class 1 14.60 14.20
Eaton Vance EB High Yield I 14.45 14.00
Shenkman Capital Mgt Primus HighYield CF 14.56 13.56
Shenkman Capital Four Pts Multi-Strat Fd 13.90 12.86
Loomis Sayles HYCSV CIT 12.02 11.46
DDJ Total Return Credit I Composite 5.21 4.45
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
High Yield Bond 5 year gross return 5 year net return
DDJ Total Return Credit I Composite 8.17 7.03
BNYM Mellon DB SL High Yield Beta Fund 6.57 6.31
Eaton Vance EB High Yield I 6.52 6.01
Wellington CIF II Core High Yield S1 6.29 5.85
FIAM High Yield Bond Commingled Pool 6.34 5.81
Fort Washington High Yield Fixed Inc CF 5.78 5.78
Shenkman Capital Four Pts Multi-Strat Fd 6.58 5.64
Shenkman Capital Mgt Primus HighYield CF 5.94 5.05
Loomis Sayles HYCSV CIT 5.30 4.73
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Intermediate Government 1 year gross return 1 year net return
FIAM Target Date Govt Bd Idx Cmgld Pl 6.68 6.68
Diversified Ret Interm Govt/Credit Tr 6.52 6.31
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Intermediate-Term Bond 1 year gross return 1 year net return
Blackrock Govt/Credit Bond Idx CF 9.84 9.77
Fort Washington Cor Pls Fxd Inc CIT Fdrs 9.99 9.65
Wellington CIF II Core Bond S1 9.86 9.60
FIAM Broad Market Duration Pool 9.79 9.52
Blackrock US Debt Idx Fund CF 8.80 8.82
Amalgamated Bank Longview Core Bond Idx 8.91 8.78
State St US Bnd Indx SL Cl I -0.40 8.75
Amalgamated Bank LongView Core Bond Veba 8.87 8.74
U.S. Debt Index Fund F 8.77 8.71
State St US Bnd Indx NL Cl C -0.42 8.69
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Intermediate-Term Bond 5 year gross return 5 year net return
Wellington CIF II Core Bond S1 3.86 3.58
FIAM Broad Market Duration Pool 3.70 3.45
Blackrock Govt/Credit Bond Idx CF 3.38 3.37
Blackrock US Debt Idx Fund CF 3.14 3.14
U.S. Debt Index Fund F 3.12 3.11
Amalgamated Bank Longview Core Bond Idx 3.22 3.10
State St US Bnd Indx SL Cl I 2.30 3.08
State St US Bnd Indx NL Cl C 2.30 3.01
BNYM Mellon DB SL Agg Bond Index Fd 3.05 3.01
BNYM Mellon SL Agg Bond Index Fund 3.01 2.97
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Short Government 1 year gross return 1 year net return
Blackrock 1-3 Yr Govt Bond Idx CF 3.69 3.64
BlackRock 1-3 Year Govt Bond Index R 3.67 3.58
BlackRock 1-3 Year Gov Bd Idx Fd 6 3.67 3.56
BlackRock 1-3 Year Gov Bd Idx Fd 8 3.66 3.54
BlackRock 1-3 Year Gov Bd Idx Fd 31 3.66 3.30
BlackRock 1-3 Year Gov Bd Idx Fd 46 3.67 3.15
BlackRock 1-3 Year Gov Bd Idx Fd 66 3.66 2.94
BlackRock 1-3 Year Gov Bd Idx Fd 96 3.66 2.64
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Short Government 5 year gross return 5 year net return
Blackrock 1-3 Yr Govt Bond Idx CF 1.55 1.55
BlackRock 1-3 Year Gov Bd Idx Fd 6 1.53 1.43
BlackRock 1-3 Year Gov Bd Idx Fd 8 1.53 1.41
BlackRock 1-3 Year Gov Bd Idx Fd 31 1.53 1.18
BlackRock 1-3 Year Gov Bd Idx Fd 46 1.53 1.03
BlackRock 1-3 Year Gov Bd Idx Fd 66 1.53 0.82
BlackRock 1-3 Year Gov Bd Idx Fd 96 1.54 0.53
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Short-Term Bond 1 year gross return 1 year net return
FIAM Target Date Short Credit Cmgld Pool 5.07 5.07
FIAM Short Duration Pool 4.50 4.30
BNYM Mellon NSL 1-3 Yr G/C BI Fd Instl 4.00 3.98
BNYM Mellon SL 1-3 Yr G/C Bond Index Fd 4.02 3.95
Amalgamated Ultra Construction Loan -16.06 -16.91
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Short-Term Bond 5 year gross return 5 year net return
FIAM Short Duration Pool 2.07 1.83
Amalgamated Ultra Construction Loan -1.57 -2.55
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Long Government 1 year gross return 1 year net return
FIAM Long U.S. Treasury STRIPS Pool Idx 21.23 21.19
Blackrock 20+ Treas Bond Idx CF 15.18 15.13
Blackrock - 20+ Treas Bond Idx R 15.16 15.00
Blackrock Long Govt Bond Idx Fund CF 14.94 14.90
State St US Lg Gov Bnd Indx SL Cl I -6.43 14.80
NT Long-Term Gov Bd Idx - DC - NL-Tier J 14.74 14.74
BNYM Mellon DB SL Long Term Govt BI Fd 14.78 14.73
FIAM Target Date LT Treas Idx Cmgld Pool 14.24 14.23
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Long Government 5 year gross return 5 year net return
FIAM Long U.S. Treasury STRIPS Pool Idx 5.26 5.13
Blackrock 20+ Treas Bond Idx CF 4.33 4.29
NT Long-Term Gov Bd Idx - DC - NL-Tier J 4.17 4.17
BNYM Mellon DB SL Long Term Govt BI Fd 4.19 4.15
Blackrock Long Govt Bond Idx Fund CF 2.18 2.17
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Long-Term Bond 1 year gross return 1 year net return
Blackrock Long Corp Bond Idx CF 23.57 23.47
BNYM Mellon DB SL Long Term Credit BI Fd 23.54 23.46
Wellington CIF II Long Bond 20.57 20.61
FIAM Long Duration CIT 20.11 19.81
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Long-Term Bond 5 year gross return 5 year net return
Blackrock Long Corp Bond Idx CF 6.38 6.36
BNYM Mellon DB SL Long Term Credit BI Fd 6.39 6.31
FIAM Long Duration CIT 5.67 5.41
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Multisector Bond 1 year gross return 1 year net return
FIAM Tactical Bond Pool 13.61 13.61
Blackrock CoreActive Bond Fund 9.53 9.33
Loomis Sayles MSFD CIT 9.79 9.17
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Multisector Bond 5 year gross return 5 year net return
FIAM Tactical Bond Pool 5.53 5.53
Loomis Sayles MSFD CIT 4.83 4.24
Blackrock CoreActive Bond Fund 3.46 3.43
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Inflation-Protected Bond 1 year gross return 1 year net return
PIMCO Real Return Strategy Fund 9.12 8.54
U.S. Treasury Inflation Prot Sec Fund F 8.48 8.43
State St US Infl Protct Bnd Indx NL Cl A 3.00 8.42
BNYM Mellon SL TIPS Index Fund 8.40 8.37
BNYM Mellon NSL TIPS Index Fund Instl 8.39 8.37
BNYM Mellon NSL TIPS Index Fund 8.39 8.36
PIMCO Real Return Collective Trust II 8.72 8.29
Wellington CIF II TIPS S1 7.07 6.94
FIAM Int Infl-Prot Bond Index Cmgld Pool 6.83 6.78
FIAM Inter Infla-Pro Bond Index Pool D 6.82 6.78
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Inflation-Protected Bond 5 year gross return 5 year net return
U.S. Treasury Inflation Prot Sec Fund F 2.77 2.76
BNYM Mellon NSL TIPS Index Fund 2.62 2.58
Wellington CIF II TIPS S1 2.65 2.43
FIAM Inter Infla-Pro Bond Index Pool D 2.33 2.28
FIAM Int Infl-Prot Bond Index Cmgld Pool 2.33 2.25
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Stable Value 1 year gross return 1 year net return
Putnam Stable Value Fund: Gross 2.70 2.70
Vantagepoint PLUS Fund R13 2.76 2.61
Putnam Stable Value Fund: 10bps 2.71 2.60
Invesco Stable Asset ADPZ 2.75 2.56
Vantagepoint PLUS Fund R12 2.76 2.56
Wells Fargo Stable Value Fund W 2.76 2.55
Putnam Stable Value Fund: 15bps 2.71 2.54
IBEW NECA Stable Value Tr Bas Category 2.63 2.53
Invesco Stable Value Retirement Fund CL1 2.64 2.53
Putnam Stable Value Fund: 20bps 2.71 2.51
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Stable Value 5 year gross return 5 year net return
Putnam Stable Value Fund: Gross 2.27 2.26
IBEW NECA Stable Value Tr Bas Category 2.28 2.19
Putnam Stable Value Fund: 10bps 2.28 2.17
Vantagepoint PLUS Fund R10 2.48 2.17
Putnam Stable Value Fund: 15bps 2.28 2.12
Vantagepoint PLUS Fund R9 2.48 2.12
Putnam Stable Value Fund: 20bps 2.28 2.08
Vantagepoint PLUS Fund R8 2.48 2.07
Invesco Stable Value Retirement Fund CL1 2.13 2.03
Putnam Stable Value Fund: 25bps 2.28 2.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Emerging Markets Bond 1 year gross return 1 year net return
TCW Emerging Markets Fixed Income Cl C 10.98 16.11
TCW Emerging Markets Fixed Income Cl D 10.98 16.06
Wellington CIF II Opportunistic EM DbtS1 16.48 15.85
MetLife Inv. Mgmt. Emerg Mkts Debt 2 -1.05 14.51
Capital Group EM Debt (Broad) DC Unit T 14.76 14.14
Capital Group EM Debt (Broad) DB Fund 14.79 14.12
FIAM Emerging Mkts Debt Commingled Pool 10.56 9.85
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Emerging Markets Bond 5 year gross return 5 year net return
FIAM Emerging Mkts Debt Commingled Pool 6.72 6.03
Capital Group EM Debt (Broad) DB Fund 4.93 4.31
Capital Group EM Debt (Broad) DC Unit T 4.88 4.27
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
World Allocation 1 year gross return 1 year net return
Wellington Opportunistic Investment 20.02 18.70
Invesco Balanced Risk Allocation Trust 16.10 15.63
PIMCO Diversified Real Asset CIT 14.72 14.25
State St Real Asset NL Cl A 8.78 13.85
State St Real Asset NL Cl C 8.76 13.64
Wellington CIF II Divers Inflation Hge 13.42 13.34
Invesco Balanced Risk Allocation Trust I 13.97 13.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
World Allocation 5 year gross return 5 year net return
Wellington Opportunistic Investment 6.60 5.49
Invesco Balanced Risk Allocation Trust 5.84 5.38
State St Real Asset NL Cl A 1.98 2.56
State St Real Asset NL Cl C 1.98 2.36
Wellington CIF II Divers Inflation Hge 1.58 1.51
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Conservative Allocation 1 year gross return 1 year net return
FIAM Pension Journey 60/40 Commingled Pl 23.67 23.67
FIAM Pension Journey 50/50 Commingled Pl 23.40 23.40
FIAM Pension Journey 30/70 Commingled Pl 22.65 22.65
Manning & Napier Pro-Mix Modrte Term S 10.74 16.47
Manning & Napier Pro-Mix Consrv Term S 6.94 13.01
BCM DynamicBelay Balanced Growth (QDIA) 13.69 12.07
Wellington CIF II Balanced Real Asset S1 12.08 11.58
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Conservative Allocation 5 year gross return 5 year net return
Manning & Napier Pro-Mix Modrte Term S 13.16 4.52
Manning & Napier Pro-Mix Consrv Term S 9.72 3.95
BCM DynamicBelay Balanced Growth (QDIA) 4.63 3.11
Wellington CIF II Balanced Real Asset S1 2.48 1.91
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Moderate Allocation 1 year gross return 1 year net return
Pioneer U.S. Balanced Trust - T2 23.27 22.68
Manning & Napier Pro-Mix Extend Term S 13.79 19.16
Harris Assoc. Oakmark Eq & Inc Cl 2 19.21 18.98
Harris Oakmark Equity & Income CIT 19.22 18.51
BCM DynamicBelay Moderate Growth (QDIA) 16.84 15.16
BCM DynamicBelay Conservative Gro(QDIA) 15.11 13.48
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Moderate Allocation 5 year gross return 5 year net return
Manning & Napier Pro-Mix Extend Term S 15.78 5.34
BCM DynamicBelay Moderate Growth (QDIA) 5.31 3.79
BCM DynamicBelay Conservative Gro(QDIA) 5.20 3.68
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Target Date 2000-2010 1 year gross return 1 year net return
FIAM Blend Target Date 2010 S 15.14 14.84
FIAM Blend Target Date 2010 T 15.11 14.83
FIAM Blend Target Date 2010 Q 15.18 14.81
FIAM Blend Target Date 2010 R 15.13 14.79
FIAM Blend Target Date 2010 X 15.16 14.74
FIAM Blend Target Date 2010 Y 15.12 14.73
FIAM Blend Target Date 2010 W 15.08 14.62
FIAM Blend Target Date 2010 V 15.09 14.61
FIAM Index Target Date 2010 T 14.56 14.48
FIAM Index Target Date 2010 Y 14.55 14.48
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Target Date 2000-2010 5 year gross return 5 year net return
FIAM Blend Target Date 2010 T 6.03 5.77
FIAM Blend Target Date 2010 S 6.04 5.76
FIAM Blend Target Date 2010 R 6.03 5.71
FIAM Blend Target Date 2010 Y 6.03 5.67
FIAM Blend Target Date 2010 Q 6.02 5.66
FIAM Blend Target Date 2010 X 6.03 5.65
FIAM Blend Target Date 2010 W 5.97 5.55
FIAM Blend Target Date 2010 V 6.01 5.54
FIAM Index Target Date 2010 T 5.53 5.46
FIAM Index Target Date 2010 Y 5.53 5.46
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Target Date 2011-2015 1 year gross return 1 year net return
FIAM Blend Target Date 2015 S 17.37 17.06
FIAM Blend Target Date 2015 T 17.28 16.99
FIAM Blend Target Date 2015 R 17.30 16.95
FIAM Blend Target Date 2015 Y 17.31 16.91
FIAM Blend Target Date 2015 Q 17.29 16.91
FIAM Blend Target Date 2015 X 17.33 16.91
FIAM Blend Target Date 2015 W 17.34 16.87
FIAM Blend Target Date 2015 V 17.34 16.85
FIAM Index Target Date 2015 T 16.65 16.57
FIAM Index Target Date 2015 Y 16.64 16.57
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Target Date 2011-2015 5 year gross return 5 year net return
FIAM Blend Target Date 2015 S 6.75 6.48
FIAM Blend Target Date 2015 R 6.67 6.35
FIAM Blend Target Date 2015 Y 6.67 6.31
FIAM Blend Target Date 2015 Q 6.66 6.30
FIAM Blend Target Date 2015 X 6.68 6.30
FIAM Blend Target Date 2015 W 6.68 6.25
FIAM Blend Target Date 2015 V 6.68 6.21
FIAM Index Target Date 2015 Y 6.22 6.15
FIAM Index Target Date 2015 T 6.22 6.14
FIAM Index Target Date 2015 S 6.21 6.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Target Date 2016-2020 1 year gross return 1 year net return
FIAM Blend Target Date 2020 T 19.22 18.94
FIAM Blend Target Date 2020 S 19.15 18.84
FIAM Blend Target Date 2020 Q 19.23 18.84
FIAM Blend Target Date 2020 Y 19.18 18.78
FIAM Blend Target Date 2020 R 19.10 18.74
FIAM Blend Target Date 2020 X 19.14 18.71
FIAM Blend Target Date 2020 W 19.17 18.69
FIAM Blend Target Date 2020 V 19.16 18.66
FIAM Index Target Date 2020 Y 18.44 18.36
FIAM Index Target Date 2020 S 18.46 18.36
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Target Date 2016-2020 5 year gross return 5 year net return
FIAM Blend Target Date 2020 S 7.16 6.88
FIAM Blend Target Date 2020 T 7.14 6.88
FIAM Blend Target Date 2020 R 7.13 6.81
FIAM Blend Target Date 2020 Q 7.14 6.77
FIAM Blend Target Date 2020 Y 7.12 6.76
FIAM Blend Target Date 2020 X 7.13 6.75
FIAM Blend Target Date 2020 W 7.14 6.71
FIAM Blend Target Date 2020 V 7.13 6.66
FIAM Index Target Date 2020 T 6.70 6.63
FIAM Index Target Date 2020 Y 6.69 6.62
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Target Date 2021-2025 1 year gross return 1 year net return
FIAM Blend Target Date 2025 S 20.81 20.50
FIAM Blend Target Date 2025 R 20.84 20.48
FIAM Blend Target Date 2025 T 20.75 20.46
FIAM Blend Target Date 2025 Y 20.85 20.44
FIAM Blend Target Date 2025 Q 20.83 20.44
FIAM Blend Target Date 2025 X 20.81 20.38
FIAM Blend Target Date 2025 V 20.83 20.33
FIAM Blend Target Date 2025 W 20.76 20.28
FIAM Index Target Date 2025 Y 19.95 19.88
FIAM Index Target Date 2025 T 19.96 19.88
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Target Date 2021-2025 5 year gross return 5 year net return
FIAM Blend Target Date 2025 S 7.59 7.31
FIAM Blend Target Date 2025 T 7.53 7.27
FIAM Blend Target Date 2025 R 7.55 7.23
FIAM Blend Target Date 2025 Y 7.54 7.18
FIAM Blend Target Date 2025 Q 7.53 7.16
FIAM Blend Target Date 2025 X 7.54 7.16
FIAM Blend Target Date 2025 W 7.53 7.10
FIAM Blend Target Date 2025 V 7.54 7.07
FIAM Index Target Date 2025 Y 7.13 7.05
FIAM Index Target Date 2025 T 7.13 7.05
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Target Date 2026-2030 1 year gross return 1 year net return
FIAM Blend Target Date 2030 T 23.45 23.16
FIAM Blend Target Date 2030 S 23.42 23.10
FIAM Blend Target Date 2030 R 23.40 23.03
FIAM Blend Target Date 2030 X 23.45 23.01
FIAM Blend Target Date 2030 Y 23.41 22.99
FIAM Blend Target Date 2030 Q 23.39 22.99
FIAM Blend Target Date 2030 V 23.44 22.92
FIAM Blend Target Date 2030 W 23.40 22.91
FIAM Index Target Date 2030 Y 22.40 22.33
FIAM Index Target Date 2030 T 22.41 22.33
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Target Date 2026-2030 5 year gross return 5 year net return
FIAM Blend Target Date 2030 T 8.38 8.12
FIAM Blend Target Date 2030 S 8.38 8.10
FIAM Blend Target Date 2030 R 8.40 8.07
FIAM Blend Target Date 2030 Q 8.39 8.02
FIAM Blend Target Date 2030 Y 8.39 8.02
FIAM Blend Target Date 2030 X 8.38 7.99
FIAM Blend Target Date 2030 W 8.38 7.95
FIAM Index Target Date 2030 T 7.99 7.91
FIAM Index Target Date 2030 Y 7.99 7.91
FIAM Blend Target Date 2030 V 8.38 7.90
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Target Date 2031-2035 1 year gross return 1 year net return
FIAM Blend Target Date 2035 T 26.40 26.10
FIAM Blend Target Date 2035 S 26.37 26.04
FIAM Blend Target Date 2035 Q 26.45 26.04
FIAM Blend Target Date 2035 R 26.37 25.99
FIAM Blend Target Date 2035 Y 26.39 25.96
FIAM Blend Target Date 2035 X 26.37 25.92
FIAM Blend Target Date 2035 W 26.39 25.89
FIAM Blend Target Date 2035 V 26.34 25.81
FIAM Index Target Date 2035 Y 25.23 25.15
FIAM Index Target Date 2035 T 25.18 25.09
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Target Date 2031-2035 5 year gross return 5 year net return
FIAM Blend Target Date 2035 T 9.05 8.78
FIAM Blend Target Date 2035 S 9.04 8.76
FIAM Blend Target Date 2035 R 9.05 8.73
FIAM Blend Target Date 2035 Q 9.06 8.69
FIAM Blend Target Date 2035 Y 9.06 8.69
FIAM Index Target Date 2035 Y 8.74 8.66
FIAM Index Target Date 2035 T 8.73 8.66
FIAM Blend Target Date 2035 X 9.04 8.65
FIAM Index Target Date 2035 S 8.74 8.65
FIAM Blend Target Date 2035 W 9.06 8.62
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Target Date 2036-2040 1 year gross return 1 year net return
FIAM Blend Target Date 2040 T 27.37 27.07
FIAM Blend Target Date 2040 S 27.35 27.02
FIAM Blend Target Date 2040 R 27.36 26.97
FIAM Blend Target Date 2040 Q 27.37 26.96
FIAM Blend Target Date 2040 Y 27.38 26.95
FIAM Blend Target Date 2040 X 27.34 26.88
FIAM Blend Target Date 2040 V 27.39 26.86
FIAM Blend Target Date 2040 W 27.36 26.85
FIAM Index Target Date 2040 T 26.38 26.29
FIAM Index Target Date 2040 Y 26.30 26.23
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Target Date 2036-2040 5 year gross return 5 year net return
FIAM Blend Target Date 2040 T 9.12 8.86
FIAM Blend Target Date 2040 S 9.12 8.84
FIAM Blend Target Date 2040 R 9.12 8.79
FIAM Index Target Date 2040 T 8.86 8.78
FIAM Index Target Date 2040 Y 8.84 8.77
FIAM Index Target Date 2040 S 8.85 8.76
FIAM Blend Target Date 2040 Y 9.12 8.75
FIAM Blend Target Date 2040 Q 9.12 8.74
FIAM Blend Target Date 2040 X 9.12 8.73
FIAM Blend Target Date 2040 W 9.14 8.70
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Target Date 2041-2045 1 year gross return 1 year net return
FIAM Blend Target Date 2045 T 27.38 27.07
FIAM Blend Target Date 2045 S 27.34 27.01
FIAM Blend Target Date 2045 R 27.35 26.96
FIAM Blend Target Date 2045 X 27.39 26.94
FIAM Blend Target Date 2045 Q 27.34 26.94
FIAM Blend Target Date 2045 Y 27.35 26.92
FIAM Blend Target Date 2045 W 27.35 26.84
FIAM Blend Target Date 2045 V 27.32 26.78
FIAM Index Target Date 2045 Y 26.30 26.22
Manning & Napier RT 2045 CIT Class I 18.84 26.22
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Target Date 2041-2045 5 year gross return 5 year net return
FIAM Blend Target Date 2045 T 9.11 8.85
FIAM Blend Target Date 2045 S 9.12 8.83
FIAM Blend Target Date 2045 R 9.11 8.79
FIAM Index Target Date 2045 T 8.86 8.78
FIAM Index Target Date 2045 S 8.86 8.78
FIAM Index Target Date 2045 Y 8.85 8.78
FIAM Blend Target Date 2045 Y 9.11 8.74
FIAM Blend Target Date 2045 Q 9.11 8.73
FIAM Blend Target Date 2045 X 9.13 8.73
FIAM Blend Target Date 2045 W 9.11 8.69
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Retirement Income 1 year gross return 1 year net return
BNYM Mellon SL SmartPath RetInc Fd Instl 14.21 14.12
Voya Target Solution Income Trust 14.52 14.08
BNYM Mellon SL SmartPath RetInc Fd 14.21 14.07
Manning & Napier RT Income CIT Class I 7.03 13.22
Manning & Napier RT Income CIT Class S 7.04 12.90
FIAM Blend Target Date Income T 11.14 10.87
FIAM Blend Target Date Income S 11.14 10.86
FIAM Blend Target Date Income Q 11.18 10.82
FIAM Blend Target Date Income R 11.15 10.82
FIAM Index Target Date Income Y 10.83 10.76
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
Retirement Income 5 year gross return 5 year net return
BNYM Mellon SL SmartPath RetInc Fd 5.11 5.01
Voya Target Solution Income Trust 5.34 4.93
FIAM Blend Target Date Income T 4.60 4.34
FIAM Blend Target Date Income S 4.60 4.33
FIAM Blend Target Date Income R 4.58 4.27
FIAM Blend Target Date Income Y 4.60 4.24
FIAM Blend Target Date Income Q 4.60 4.24
FIAM Blend Target Date Income X 4.59 4.21
FIAM Blend Target Date Income W 4.57 4.15
FIAM Blend Target Date Income V 4.59 4.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2020
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