Top performing managers by category: commingled accounts, 4th Quarter 2023




Large Growth1 year gross return1 year net return
Sands Capital Slct Grwth CIT Founders CL52.7452.05
Spartan Large Cap Growth Index Pool G42.7642.74
Invesco American Franchise Trust - C41.8141.86
Wellington CIF II Growth40.5640.56
Wellington CIF II Growth S240.5539.95
Polen Focus Growth CIT Cl P39.6339.50
Polen Focus Growth CIT Class 139.6139.06
Eaton Vance EB Large Cap Growth I39.6439.01
Voya Large Cap Growth Trust38.9238.02
Capital Group U.S. Equity DC Unit T28.2027.58
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Large Growth5 year gross return5 year net return
Spartan Large Cap Growth Index Pool G19.5119.49
Wellington CIF II Growth17.9117.91
Wellington CIF II Growth S217.9117.41
Invesco American Franchise Trust - C16.8516.86
Eaton Vance EB Large Cap Growth I16.9616.40
Wellington CIF II Large Cap Research Eqn/a16.05
Wellington CIF US Research Equity15.9315.93
Capital Group U.S. Equity DC Unit T16.0615.48
Polen Focus Growth CIT Cl Pn/a15.13
Voya Large Cap Growth Trust15.7414.99
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Conservative Allocation1 year gross return1 year net return
FIAM Pension Journey 50/50 CIT13.6313.26
FIAM Pension Journey 40/60 CIT10.119.73
FIAM Market Based Cash Balance 30/70 CIT5.605.17
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Conservative Allocation5 year gross return5 year net return
FIAM Pension Journey 50/50 CIT6.456.08
FIAM Market Based Cash Balance 30/70 CIT3.382.96
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Global Real Estate1 year gross return1 year net return
Great Gray Trust REIT Select Fund CL 0IM12.9812.93
Great Gray Trust REIT Select Fund CL 6013.0011.68
Invesco Global Real Estate Income Tr - C11.4310.76
Invesco Equity Global Real Estate Tr - C10.179.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Global Real Estate5 year gross return5 year net return
Great Gray Trust REIT Select Fund CL 0IM4.424.34
Great Gray Trust REIT Select Fund CL 60n/a3.11
Invesco Equity Global Real Estate Tr - C3.482.66
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Target Date 2000-20101 year gross return1 year net return
Fidelity Freedom Index 2010 Cmgld Pool Q9.969.91
Fidelity Freedom Index 2010 Cmgld Pool S9.979.88
Fidelity Freedom Index 2010 Cmgld Pool Y9.959.88
Fidelity Freedom Index 2010 Cmgld Pool R9.919.86
Fidelity Freedom Index 2010 Cmgld Pool T9.909.83
Fidelity Freedom Blend 2010 Cmgld Pool B9.939.74
Fidelity Freedom Blend 2010 Cmgld Pool T9.959.73
Fidelity Freedom Blend 2010 Cmgld Pool R9.959.71
Fidelity Freedom Blend 2010 Cmgld Pool S9.939.68
Fidelity Freedom Blend 2010 Cmgld Pool Q9.939.67
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Target Date 2000-20105 year gross return5 year net return
Fidelity Freedom Blend 2010 Cmgld Pool B5.235.05
Fidelity Freedom Blend 2010 Cmgld Pool T5.245.00
Fidelity Freedom Blend 2010 Cmgld Pool S5.244.98
Fidelity Freedom Blend 2010 Cmgld Pool R5.244.95
Fidelity Freedom Index 2010 Cmgld Pool Q4.974.95
Fidelity Freedom Blend 2010 Cmgld Pool Q5.254.94
Fidelity Freedom Index 2010 Cmgld Pool R4.994.93
Fidelity Freedom Index 2010 Cmgld Pool Y4.994.93
Fidelity Freedom Index 2010 Cmgld Pool S5.004.92
Fidelity Freedom Index 2010 Cmgld Pool T4.994.92
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Long-Term Bond1 year gross return1 year net return
BNYM Mellon DB SL Long Term Credit BIF10.8410.78
FIAM Long Corporate CIT10.7710.50
FIAM 8-10 Year Corporate Bond CIT9.289.01
Wellington CIF II Long Bond7.527.72
FIAM Long Duration CIT7.817.54
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Long-Term Bond5 year gross return5 year net return
BNYM Mellon DB SL Long Term Credit BIF2.812.74
FIAM 8-10 Year Corporate Bond CIT2.912.66
FIAM Long Duration CIT1.901.65
Wellington CIF II Long Bondn/a1.50
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Large Blend1 year gross return1 year net return
BNYM Mellon AFL-CIO SL Large Cap SIF26.6226.59
NT R1000 Index Fund - NL26.5726.57
BNYM Mellon DB SL Large Cap SIF26.6026.57
BNYM Mellon NSL Large Cap SIF UC126.5526.51
BNYM Mellon SL SIF Instl26.2926.29
Spartan 500 Index Pool G26.2926.29
Spartan 500 Index Pool E26.3026.29
Spartan 500 Index Pool C26.2926.28
Spartan 500 Index Pool D26.2926.28
BNYM Mellon SL SIF26.2926.27
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Large Blend5 year gross return5 year net return
Spartan 500 Index Pool G15.6915.69
BNYM Mellon SL SIF T15.7015.69
BNYM Mellon SL SIF Instl15.7015.69
Spartan 500 Index Pool E15.6915.68
Spartan 500 Index Pool D15.6915.67
BNYM Mellon NSL SIF Instl15.6815.67
BNYM Mellon SL SIF15.7015.66
Spartan 500 Index Pool C15.6815.66
BNYM Mellon DB SL SIF15.7015.65
ASB Labor Equity Index Fund15.6715.64
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Target Date 2016-20201 year gross return1 year net return
Fidelity Freedom Blend 2020 Cmgld Pool T13.0412.82
Fidelity Freedom Blend 2020 Cmgld Pool B13.0312.82
Fidelity Freedom Index 2020 Cmgld Pool C12.8512.80
Fidelity Freedom Index 2020 Cmgld Pool R12.8612.80
Fidelity Freedom Blend 2020 Cmgld Pool R13.0612.80
Fidelity Freedom Index 2020 Cmgld Pool Q12.8412.79
Fidelity Freedom Blend 2020 Cmgld Pool S13.0412.78
Fidelity Freedom Blend 2020 Cmgld Pool Q13.0612.78
Fidelity Freedom Index 2020 Cmgld Pool S12.8412.75
Fidelity Freedom Blend 2020 Cmgld Pool Y13.0812.74
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Target Date 2016-20205 year gross return5 year net return
Fidelity Freedom Blend 2020 Cmgld Pool B7.006.81
Fidelity Freedom Blend 2020 Cmgld Pool T7.016.76
BNYM Newton SL SmartPath Trgt Dt 2020 T6.786.74
Fidelity Freedom Blend 2020 Cmgld Pool S6.996.73
BNYM Newton SL SmartPath TD2020 Fd6.786.69
BNYM Newton SL SmartPath TD2020 Fd Instl6.786.69
Fidelity Freedom Blend 2020 Cmgld Pool R6.996.69
Fidelity Freedom Blend 2020 Cmgld Pool Q7.006.69
Fidelity Freedom Blend 2020 Cmgld Pool Y7.006.66
Fidelity Freedom Blend 2020 Cmgld Pool X7.006.63
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Small Value1 year gross return1 year net return
Brandywine Diversified Small Cap GT26.3425.35
Brandywine Diversified Sm Cap Select BIT24.0323.06
BlackRock Russell 2000® Val Idx Fd CL 814.7014.55
BlackRock Russell 2000® Val Idx Fd CL 3114.7014.28
Wellington CIF II Small Cap Value S115.1714.24
BlackRock Russell 2000® Val Idx Fd CL 4614.7014.11
BlackRock Russell 2000® Val Idx Fd CL 6614.7013.89
BlackRock Russell 2000® Val Idx Fd CL 9614.6913.55
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Small Value5 year gross return5 year net return
Brandywine Diversified Sm Cap Select BIT15.4214.51
Brandywine Diversified Small Cap GT14.5313.63
BlackRock Russell 2000® Val Idx Fd CL 810.069.92
BlackRock Russell 2000® Val Idx Fd CL 3110.069.67
BlackRock Russell 2000® Val Idx Fd CL 4610.079.51
Wellington CIF II Small Cap Value S1n/a9.48
BlackRock Russell 2000® Val Idx Fd CL 6610.079.29
BlackRock Russell 2000® Val Idx Fd CL 9610.108.99
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Intermediate-Term Bond1 year gross return1 year net return
Wellington CIF II Core Bond S17.217.01
Western Asset Core Bond CL R-INT6.716.69
GG Trust Core Fixed Income Sel Fd CL 0IM6.636.60
FRS Western Asset Core Bond CL G16.766.51
Fort Washington Cor Pls Fxd Inc CIT Fdrs6.856.49
Western Asset Core Bond CL R36.696.43
Western Asset Core Bond CIT CL R26.706.38
Western Asset Core Bond CIT CL R16.696.32
FIAM Broad Market Duration CIT6.486.22
Allspring Core Bond II CIT E36.356.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Intermediate-Term Bond5 year gross return5 year net return
FIAM Broad Market Duration CIT2.372.12
Invesco Intermediate Bond Trust - C2.412.10
Fort Washington Cor Pls Fxd Inc CIT Fdrs2.291.97
Allspring Core Bond II CIT E3n/a1.47
Wellington CIF II Core Bond S11.721.46
BNYM Mellon SL Aggregate BIF T1.111.10
BNYM Mellon DB SL Aggregate BIF1.121.07
BlackRock U.S. Debt Index Fd CL 81.151.07
BNYM Mellon SL Aggregate BIF1.111.06
FIAM U.S. Bond Index CIT1.061.03
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Inflation-Protected Bond1 year gross return1 year net return
Wellington CIF II TIPS4.824.82
Wellington CIF II TIPS S14.824.68
FIAM Inter Infla-Pro Bond Index CIT Cl D4.374.32
FIAM Inter Infla-Pro Bond Index CIT4.374.32
NT Col TIPS Idx Fd - L - J4.024.02
BNYM Mellon NSL TIPS Index Fund Instl3.913.89
BNYM Mellon SL TIPS Index Fund3.913.89
BNYM Mellon NSL TIPS Index Fund3.913.88
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Inflation-Protected Bond5 year gross return5 year net return
Wellington CIF II TIPS3.683.68
Wellington CIF II TIPS S1n/a3.53
FIAM Inter Infla-Pro Bond Index CIT Cl D3.393.35
FIAM Inter Infla-Pro Bond Index CIT3.403.35
NT Col TIPS Idx Fd - L - Jn/a3.21
BNYM Mellon SL TIPS Index Fund3.163.13
BNYM Mellon NSL TIPS Index Fund Instl3.133.11
BNYM Mellon NSL TIPS Index Fund3.133.09
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Diversified Emerging Mkts1 year gross return1 year net return
LSV Asset Mgt Emg Mkts Val Eq Fund LP24.7423.53
FIAM Emerging Markets Eq Small Cap CIT24.2022.97
Genesis Investment Mgrs Glbl Emg Mkts CF13.5612.59
FIAM Select Emerging Markets Eq CIT12.2211.44
FIAM Select Emerging Markets Eq CIT Cl D12.2111.42
William Blair Emerging Mrkts Growth CIT11.4610.60
Sands Capital Emerging Mkts Gr CIT I11.3510.41
Victory Sophus Emerging Mkts CIT (Gross)10.2410.24
Spartan Emerging Markets Index Pool K9.539.49
KBI Emerging Markets Equity CIT B10.569.47
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Diversified Emerging Mkts5 year gross return5 year net return
FIAM Emerging Markets Eq Small Cap CIT11.9510.83
William Blair Emerging Mrkts Growth CIT7.696.87
LSV Asset Mgt Emg Mkts Val Eq Fund LP7.686.61
FIAM Select Emerging Markets Eq CIT5.014.28
FIAM Select Emerging Markets Eq CIT Cl Dn/a4.27
City of London Global Emg Mkts Fund5.304.25
Genesis Investment Mgrs Glbl Emg Mkts CF4.653.69
BNYM Mellon NSL Emerging Mkts SIF Instl3.573.49
BlackRock Emerging Markets Eq Idx Fd 03.493.49
BNYM Mellon NSL Emerging Mkts SIF3.573.43
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Small Blend1 year gross return1 year net return
FIAM Small Company CIT Cl B22.0721.35
FIAM Small Company CIT22.0821.10
Wellington CIF II Small Cap Opps19.0518.13
BNYM Mellon NSL Smid Cap SIF Instl17.4917.47
BNYM Mellon NSL Smid Cap SIF UC117.4917.44
BlackRock Russell 2000® Index Fnd CL 017.1417.14
BNYM Mellon SL Small Cap SIF Instl17.1517.13
BNYM Mellon SL Small Cap SIF17.1517.11
Spartan Small Cap Index Pool K17.0717.05
BlackRock Russell 2000® Index Fnd CL 817.1517.03
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Small Blend5 year gross return5 year net return
FIAM Small Company CIT Cl B14.5913.90
FIAM Small Company CIT14.5913.68
Wellington CIF II Small Cap Oppsn/a12.39
BNYM Mellon NSL Smid Cap SIF Instl11.7411.71
FIAM Small Cap Core CIT Cl B12.2611.61
FIAM Small Cap Core CIT Cl P12.2511.59
FIAM Small Cap Core CIT Cl O12.2511.55
FIAM Small Cap Core CIT Cl Dn/a11.47
GG Trust Small Cap Value Sel Fund CL 0IM11.5411.42
FIAM Small Cap Core CIT Cl G12.2511.35
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Short Government1 year gross return1 year net return
BlackRock 1-3 Year Gov Bond Idx CL 64.444.34
BlackRock 1-3 Year Gov Bond Idx CL 84.444.32
BlackRock 1-3 Year Gov Bond Idx CL 314.454.09
BlackRock 1-3 Year Gov Bond Idx CL 464.443.92
BlackRock 1-3 Year Gov Bond Idx CL 664.413.68
BlackRock 1-3 Year Gov Bond Idx CL 964.443.40
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Short Government5 year gross return5 year net return
BlackRock 1-3 Year Gov Bond Idx CL 61.381.28
BlackRock 1-3 Year Gov Bond Idx CL 81.381.26
BlackRock 1-3 Year Gov Bond Idx CL 311.381.03
BlackRock 1-3 Year Gov Bond Idx CL 461.380.87
BlackRock 1-3 Year Gov Bond Idx CL 661.390.68
BlackRock 1-3 Year Gov Bond Idx CL 961.400.40
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Mid-Cap Growth1 year gross return1 year net return
BNYM Mellon NSL Mkt Completion Fd Instl25.2625.24
BNYM Mellon NSL Mkt Completion Fd25.2625.21
Voya Mid Cap Growth Trust Fund Class 824.3923.55
Voya Mid Cap Growth Trust Class 224.3923.43
GG Trust Mid Cap Gr Sel Fund CL 0IM22.0421.99
GG Trust Mid Cap Gr Sel Fund CL R22.0721.40
GG Trust Mid Cap Gr Sel Fund CL 3522.0620.96
Invesco Mid Cap Growth Trust - B1n/a13.67
Invesco Mid Cap Growth A114.1313.62
Invesco Mid Cap Growth Tr - I14.1313.59
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Mid-Cap Growth5 year gross return5 year net return
Voya Mid Cap Growth Trust Fund Class 814.3513.59
Voya Mid Cap Growth Trust Class 214.3513.45
GG Trust Mid Cap Gr Sel Fund CL 0IM12.1812.08
BNYM Mellon NSL Mkt Completion Fd Instl12.0812.05
BNYM Mellon NSL Mkt Completion Fd12.0812.00
Invesco Mid Cap Growth Trust - C12.8011.94
GG Trust Mid Cap Gr Sel Fund CL R12.1111.51
GG Trust Mid Cap Gr Sel Fund CL 3512.1111.12
Wellington CIF II MdCap Opportunities10.3010.30
Wellington CIF II MdCap Opportunities S2n/a9.76
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Target Date 2011-20151 year gross return1 year net return
Fidelity Freedom Index 2015 Cmgld Pool Q11.4111.36
Fidelity Freedom Index 2015 Cmgld Pool R11.3611.31
Fidelity Freedom Index 2015 Cmgld Pool S11.4011.31
Fidelity Freedom Index 2015 Cmgld Pool T11.3711.30
Fidelity Freedom Index 2015 Cmgld Pool B11.3511.29
Fidelity Freedom Index 2015 Cmgld Pool Y11.3611.29
Fidelity Freedom Blend 2015 Cmgld Pool B11.4811.28
Fidelity Freedom Blend 2015 Cmgld Pool T11.4911.27
Fidelity Freedom Blend 2015 Cmgld Pool R11.5111.26
Fidelity Freedom Blend 2015 Cmgld Pool Q11.5011.23
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Target Date 2011-20155 year gross return5 year net return
Fidelity Freedom Blend 2015 Cmgld Pool B6.165.97
Fidelity Freedom Blend 2015 Cmgld Pool T6.175.93
Fidelity Freedom Blend 2015 Cmgld Pool S6.175.91
Fidelity Freedom Blend 2015 Cmgld Pool R6.165.87
Fidelity Freedom Blend 2015 Cmgld Pool Q6.165.85
Fidelity Freedom Blend 2015 Cmgld Pool Y6.165.82
Fidelity Freedom Index 2015 Cmgld Pool R5.865.81
Fidelity Freedom Blend 2015 Cmgld Pool X6.175.80
Fidelity Freedom Index 2015 Cmgld Pool Q5.825.79
Fidelity Freedom Index 2015 Cmgld Pool B5.845.78
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Target Date 2026-20301 year gross return1 year net return
Voya Target Retirement 2030 - Class 216.1415.93
Voya Target Solution 2030 Trust16.0115.56
Fidelity Freedom Blend 2030 Cmgld Pool B15.5915.38
Fidelity Freedom Blend 2030 Cmgld Pool T15.6015.37
Fidelity Freedom Blend 2030 Cmgld Pool S15.6115.35
Fidelity Freedom Blend 2030 Cmgld Pool R15.5915.32
Fidelity Freedom Blend 2030 Cmgld Pool Q15.5915.30
Fidelity Freedom Blend 2030 Cmgld Pool Y15.6115.27
Fidelity Freedom Blend 2030 Cmgld Pool X15.5915.21
Fidelity Freedom Index 2030 Cmgld Pool C15.2515.20
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Target Date 2026-20305 year gross return5 year net return
Fidelity Freedom Blend 2030 Cmgld Pool B8.888.69
Fidelity Freedom Blend 2030 Cmgld Pool T8.898.64
Fidelity Freedom Blend 2030 Cmgld Pool S8.878.60
Fidelity Freedom Blend 2030 Cmgld Pool R8.878.57
Fidelity Freedom Blend 2030 Cmgld Pool Q8.878.55
Fidelity Freedom Blend 2030 Cmgld Pool Y8.888.52
Fidelity Freedom Blend 2030 Cmgld Pool X8.888.50
Voya Target Solution 2030 Trust8.908.48
Fidelity Freedom Blend 2030 Cmgld Pool V8.888.45
BNYM Newton SL SmartPath Trgt Dt 2030 T8.468.40
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Intermediate-Term Bond1 year gross return1 year net return
Wellington CIF II Core Bond S17.217.01
Western Asset Core Bond CL R-INT6.716.69
GG Trust Core Fixed Income Sel Fd CL 0IM6.636.60
FRS Western Asset Core Bond CL G16.766.51
Fort Washington Cor Pls Fxd Inc CIT Fdrs6.856.49
Western Asset Core Bond CL R36.696.43
Western Asset Core Bond CIT CL R26.706.38
Western Asset Core Bond CIT CL R16.696.32
FIAM Broad Market Duration CIT6.486.22
Allspring Core Bond II CIT E36.356.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Intermediate-Term Bond5 year gross return5 year net return
FIAM Broad Market Duration CIT2.372.12
Invesco Intermediate Bond Trust - C2.412.10
Fort Washington Cor Pls Fxd Inc CIT Fdrs2.291.97
Allspring Core Bond II CIT E3n/a1.47
Wellington CIF II Core Bond S11.721.46
BNYM Mellon SL Aggregate BIF T1.111.10
BNYM Mellon DB SL Aggregate BIF1.121.07
BlackRock U.S. Debt Index Fd CL 81.151.07
BNYM Mellon SL Aggregate BIF1.111.06
FIAM U.S. Bond Index CIT1.061.03
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Long Government1 year gross return1 year net return
BNYM Mellon DB SL Long Term Govt BIF3.153.12
BNYM Mellon DB NSL Long Term Govt BIF3.123.07
NT LT Gov Bond Index Fund - NL - J3.013.01
FIAM Long U.S. Treasury STRIPS Index CIT0.930.90
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Long Government5 year gross return5 year net return
BNYM Mellon DB SL Long Term Govt BIF-1.19-1.23
NT LT Gov Bond Index Fund - NL - J-1.26-1.26
BNYM Mellon DB NSL Long Term Govt BIF-1.24-1.28
FIAM Long U.S. Treasury STRIPS Index CIT-3.32-3.35
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


High Yield Bond1 year gross return1 year net return
Polen Total Return Credit I Composite15.7815.14
BNYM Insight DB SL High Yield Beta Fund13.9613.68
Wellington CIF II Core High Yield S113.8113.32
BNYM Insight DB NSL Eff Bt Fallen Angels13.1312.74
MacKay Shields High Yld Bond CIT 213.0012.49
Eaton Vance Multi-Asset Credit II CIT12.8212.25
Eaton Vance EB High Yield I12.0011.58
FIAM High Yield Bond CIT11.3110.75
Loomis Sayles HYCSV CIT10.8210.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


High Yield Bond5 year gross return5 year net return
MacKay Shields High Yld Bond CIT 2n/a5.85
BNYM Insight DB SL High Yield Beta Fund5.815.55
Wellington CIF II Core High Yield S15.715.27
Eaton Vance EB High Yield I5.535.11
Loomis Sayles HYCSV CIT4.483.98
FIAM High Yield Bond CIT4.333.81
Polen Total Return Credit I Composite4.363.66
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Mid-Cap Value1 year gross return1 year net return
Wellington CIF II Mid Cap Value S117.9617.96
GG Trust Mid Cap Val Select Fund CL 0IM13.3113.26
GG Trust Mid Cap Val Select Fund CL R13.3212.84
GG Trust Mid Cap Val Select Fund CL 6013.3312.18
Speece Thorson Value Fund8.687.66
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Mid-Cap Value5 year gross return5 year net return
GG Trust Mid Cap Val Select Fund CL 0IM15.0714.97
GG Trust Mid Cap Val Select Fund CL R15.0814.53
GG Trust Mid Cap Val Select Fund CL 6015.0913.84
Wellington CIF II Mid Cap Value S1n/a13.30
Speece Thorson Value Fund13.0211.95
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


World Allocation1 year gross return1 year net return
Wellington Opportunistic Investment15.9414.69
Global Risk Premium - Mod Volatility13.5212.99
Global Risk Premium - Low Volatility12.1211.68
Wellington CIF II Divers Inflation Hge7.627.44
Invesco Global Asset Allocation Tr - C5.054.54
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


World Allocation5 year gross return5 year net return
Wellington CIF II Divers Inflation Hge11.5711.34
Wellington Opportunistic Investmentn/a8.03
Global Risk Premium - Mod Volatility5.745.23
Global Risk Premium - Low Volatility5.234.81
Invesco Global Asset Allocation Tr - C3.683.17
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Foreign Large Value1 year gross return1 year net return
Brandes International Equity Fd CL 732.4431.88
International Fundamental Value CL 132.3831.47
Wellington CIF International Contra Val21.7321.65
LSV Asset Mgt Intl Lg Cap Val Eq Trust20.7519.86
Harris Assoc. Oakmark Intl Col Fd Cl 319.3218.52
Harris Assoc. Oakmark Intl Col Fd Cl B19.2718.47
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Foreign Large Value5 year gross return5 year net return
Wellington CIF International Contra Val10.5910.23
Brandes International Equity Fd CL 710.279.69
International Fundamental Value CL 1n/a8.83
LSV Asset Mgt Intl Lg Cap Val Eq Trust8.577.76
Harris Assoc. Oakmark Intl Col Fd Cl 3n/a7.31
Harris Assoc. Oakmark Intl Col Fd Cl Bn/a7.27
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Small Value1 year gross return1 year net return
Brandywine Diversified Small Cap GT26.3425.35
Brandywine Diversified Sm Cap Select BIT24.0323.06
BlackRock Russell 2000® Val Idx Fd CL 814.7014.55
BlackRock Russell 2000® Val Idx Fd CL 3114.7014.28
Wellington CIF II Small Cap Value S115.1714.24
BlackRock Russell 2000® Val Idx Fd CL 4614.7014.11
BlackRock Russell 2000® Val Idx Fd CL 6614.7013.89
BlackRock Russell 2000® Val Idx Fd CL 9614.6913.55
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Small Value5 year gross return5 year net return
Brandywine Diversified Sm Cap Select BIT15.4214.51
Brandywine Diversified Small Cap GT14.5313.63
BlackRock Russell 2000® Val Idx Fd CL 810.069.92
BlackRock Russell 2000® Val Idx Fd CL 3110.069.67
BlackRock Russell 2000® Val Idx Fd CL 4610.079.51
Wellington CIF II Small Cap Value S1n/a9.48
BlackRock Russell 2000® Val Idx Fd CL 6610.079.29
BlackRock Russell 2000® Val Idx Fd CL 9610.108.99
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Mid-Cap Value1 year gross return1 year net return
Wellington CIF II Mid Cap Value S117.9617.96
GG Trust Mid Cap Val Select Fund CL 0IM13.3113.26
GG Trust Mid Cap Val Select Fund CL R13.3212.84
GG Trust Mid Cap Val Select Fund CL 6013.3312.18
Speece Thorson Value Fund8.687.66
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Mid-Cap Value5 year gross return5 year net return
GG Trust Mid Cap Val Select Fund CL 0IM15.0714.97
GG Trust Mid Cap Val Select Fund CL R15.0814.53
GG Trust Mid Cap Val Select Fund CL 6015.0913.84
Wellington CIF II Mid Cap Value S1n/a13.30
Speece Thorson Value Fund13.0211.95
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Retirement Income1 year gross return1 year net return
Voya Target Solution Income Trust11.2210.79
BNYM Newton SL SmartPath Ret Inc Fd Cl T10.0710.00
BNYM Newton SL SmartPath RetInc Fd Instl10.079.98
BNYM Newton SL SmartPath RetInc Fd10.079.97
Fidelity Freedom Index Inc Cmgld Pool C8.508.46
Fidelity Freedom Index Inc Cmgld Pool B8.518.45
Fidelity Freedom Index Inc Cmgld Pool T8.528.45
Fidelity Freedom Index Inc Cmgld Pool Y8.518.44
Fidelity Freedom Index Inc Cmgld Pool Q8.488.43
Fidelity Freedom Index Inc Cmgld Pool S8.468.38
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Retirement Income5 year gross return5 year net return
Voya Target Solution Income Trust5.525.11
BNYM Newton SL SmartPath Ret Inc Fd Cl T5.014.96
BNYM Newton SL SmartPath RetInc Fd Instl5.024.94
BNYM Newton SL SmartPath RetInc Fd5.014.92
Fidelity Freedom Index Inc Cmgld Pool C3.653.61
Fidelity Freedom Index Inc Cmgld Pool Q3.623.60
Fidelity Freedom Index Inc Cmgld Pool B3.643.59
Fidelity Freedom Index Inc Cmgld Pool R3.633.58
Fidelity Freedom Index Inc Cmgld Pool Y3.643.58
Fidelity Freedom Index Inc Cmgld Pool T3.653.58
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Short-Term Bond1 year gross return1 year net return
Lord Abbett Short Dur Cred Tr II Fdrs5.965.73
FIAM Intermediate Duration CIT5.845.57
FIAM Intermediate Duration CIT Cl D5.835.56
FIAM Short Duration CIT5.335.12
Voya Short Duration High Quality Trust5.074.72
BNYM Mellon NSL 1-3 Yr G/C BIF Instl4.594.57
BNYM Mellon SL 1-3 Yr G/C BIF4.604.55
Washington Capital Mgt Mortgage Inc CF4.984.47
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Short-Term Bond5 year gross return5 year net return
Washington Capital Mgt Mortgage Inc CF3.783.21
FIAM Intermediate Duration CIT2.171.92
FIAM Intermediate Duration CIT Cl Dn/a1.92
FIAM Short Duration CIT1.981.77
Voya Short Duration High Quality Trust1.971.62
BNYM Mellon NSL 1-3 Yr G/C BIF Instl1.471.45
BNYM Mellon SL 1-3 Yr G/C BIF1.511.45
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Large Value1 year gross return1 year net return
Harris Assoc. Oakmark Collective Fd Cl 132.4631.67
Seizert Large Cap Value Equity20.6320.82
AB US Strategic Value CT V20.2818.75
Large Cap Value Fund CL R316.2915.37
BNYM Newton NSL US Dynamic LC Value UC114.8214.82
Diamond Hill Large Cap Portfolio 014.2814.28
GG Trust Large Cap Value Sel Fd CL 0IM14.2814.23
Wellington CIF II Research Value14.5113.93
Voya Large Cap Value Trust14.5313.80
GG Trust Large Cap Value Sel Fd CL R14.2713.78
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Large Value5 year gross return5 year net return
Harris Assoc. Oakmark Collective Fd Cl 1n/a17.21
Seizert Large Cap Value Equity16.7516.98
BNYM Newton NSL US Dynamic LC Value UC116.4216.24
Large Cap Value Fund CL R3n/a14.00
Voya Large Cap Value Trust13.7913.06
Diamond Hill Large Cap Portfolio CL R213.2812.70
Invesco Growth and Income Trust - I12.4212.12
Wellington CIF II Quality Value12.0012.00
Eaton Vance Large Cap Val CIT12.5912.00
Wellington CIF II Research Valuen/a12.00
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Foreign Small/Mid Growth1 year gross return1 year net return
Invesco International Small-Mid Tr - B112.2911.56
Invesco International Small-Mid Cap - A112.2811.39
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Foreign Small/Mid Growth5 year gross return5 year net return
Invesco International Small-Mid Tr - B1n/a7.01
Invesco International Small-Mid Cap - A1n/a6.96
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Mid-Cap Blend1 year gross return1 year net return
BNYM Mellon SL Mkt Completion Fd25.4025.35
BlackRock Extended Equity Market F25.3625.35
Spartan Extended Market Index Pool C25.3625.32
Spartan Extended Market Index Pool E25.3525.32
Spartan Extended Market Index Pool F25.3525.32
Spartan Extended Market Index Pool D25.3525.31
BNYM Mellon DB SL Mid Cap SIF16.5216.50
BNYM Mellon SL Mid Cap SIF Instl16.5016.48
BNYM Mellon SL Mid Cap SIF16.5016.47
BNYM Mellon SL Mid Cap SIF T16.5016.41
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Mid-Cap Blend5 year gross return5 year net return
BNYM Mellon SL Mid Cap SIF Instln/a12.65
BNYM Mellon DB SL Mid Cap SIF12.6912.65
BlackRock Mid Cap Equity Idx Fund CL 012.6412.64
BNYM Mellon SL Mid Cap SIF T12.6712.64
BNYM Mellon SL Mid Cap SIF12.6712.63
BNYM Mellon NSL Mid Cap SIF Instl12.6412.62
BNYM Mellon NSL Mid Cap SIF12.6412.58
BNYM Mellon DB NSL Mid Cap SIF12.6312.57
BNYM Mellon SL Mid Cap SIF UC212.6712.55
BlackRock Mid Cap Equity Idx Fund CL 812.6412.53
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Long Government1 year gross return1 year net return
BNYM Mellon DB SL Long Term Govt BIF3.153.12
BNYM Mellon DB NSL Long Term Govt BIF3.123.07
NT LT Gov Bond Index Fund - NL - J3.013.01
FIAM Long U.S. Treasury STRIPS Index CIT0.930.90
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Long Government5 year gross return5 year net return
BNYM Mellon DB SL Long Term Govt BIF-1.19-1.23
NT LT Gov Bond Index Fund - NL - J-1.26-1.26
BNYM Mellon DB NSL Long Term Govt BIF-1.24-1.28
FIAM Long U.S. Treasury STRIPS Index CIT-3.32-3.35
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Multisector Bond1 year gross return1 year net return
Voya Securitized Credit Tr Fd Sh Cl 39.699.41
Invesco Active Multi-Sector Cr Tr - II9.409.06
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Real Estate1 year gross return1 year net return
FIAM U.S. Real Estate Investment Tr CIT14.9014.10
BNYM Mellon NSL REIT Index Fund Instl13.8613.82
BNYM Mellon SL REIT Index Fund T13.8613.79
BNYM Mellon SL REIT Index Fund13.8613.78
BNYM Mellon NSL REIT Index Fund13.8613.76
Invesco Equity Real Estate Sec Tr - C9.869.18
Washington Capital Mgt Real Estate Eq-5.31-6.29
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Real Estate5 year gross return5 year net return
FIAM U.S. Real Estate Investment Tr CIT8.357.60
BNYM Mellon SL REIT Index Fund6.056.96
Invesco Equity Real Estate Sec Tr - C6.886.11
BNYM Mellon NSL REIT Index Fund Instl6.056.02
BNYM Mellon SL REIT Index Fund T6.056.01
BNYM Mellon NSL REIT Index Fund6.055.95
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Mid-Cap Blend1 year gross return1 year net return
BNYM Mellon SL Mkt Completion Fd25.4025.35
BlackRock Extended Equity Market F25.3625.35
Spartan Extended Market Index Pool C25.3625.32
Spartan Extended Market Index Pool E25.3525.32
Spartan Extended Market Index Pool F25.3525.32
Spartan Extended Market Index Pool D25.3525.31
BNYM Mellon DB SL Mid Cap SIF16.5216.50
BNYM Mellon SL Mid Cap SIF Instl16.5016.48
BNYM Mellon SL Mid Cap SIF16.5016.47
BNYM Mellon SL Mid Cap SIF T16.5016.41
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Mid-Cap Blend5 year gross return5 year net return
BNYM Mellon SL Mid Cap SIF Instln/a12.65
BNYM Mellon DB SL Mid Cap SIF12.6912.65
BlackRock Mid Cap Equity Idx Fund CL 012.6412.64
BNYM Mellon SL Mid Cap SIF T12.6712.64
BNYM Mellon SL Mid Cap SIF12.6712.63
BNYM Mellon NSL Mid Cap SIF Instl12.6412.62
BNYM Mellon NSL Mid Cap SIF12.6412.58
BNYM Mellon DB NSL Mid Cap SIF12.6312.57
BNYM Mellon SL Mid Cap SIF UC212.6712.55
BlackRock Mid Cap Equity Idx Fund CL 812.6412.53
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Foreign Large Blend1 year gross return1 year net return
Lazard ACW Ex-US Equity Adv CIT CL 0IM22.1121.87
Victory Trivalent Intl Dev Mkts CIT (Gr)19.5719.57
BNYM Mellon SL International SIF19.0218.98
BNYM Mellon SL International SIF T19.0218.89
BNYM Mellon NSL International SIF Instl18.8918.85
BNYM Mellon NSL International SIF18.8918.83
BNYM Mellon SL MVP International SIF18.7918.76
BNYM Mellon DB SL International SIF18.7818.74
NTCC International Equity FEBT18.7618.72
BNYM Mellon NSL International SIF UC418.8918.46
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Foreign Large Blend5 year gross return5 year net return
Lazard ACW Ex-US Equity Adv CIT CL 0IM10.1910.03
NTCC International Equity FEBTn/a9.61
Wellington CIF II Intl Opps9.209.10
FIAM International Growth CIT9.508.93
FIAM Select International CIT9.398.88
Spartan Developed International Idx Pl E8.768.72
Wellington CIF International Research Eq8.888.69
BNYM Mellon SL International SIF T8.648.59
BNYM Mellon SL International SIF8.648.58
BlackRock EAFE Equity Index Fund CL 08.568.56
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Short-Term Bond1 year gross return1 year net return
Lord Abbett Short Dur Cred Tr II Fdrs5.965.73
FIAM Intermediate Duration CIT5.845.57
FIAM Intermediate Duration CIT Cl D5.835.56
FIAM Short Duration CIT5.335.12
Voya Short Duration High Quality Trust5.074.72
BNYM Mellon NSL 1-3 Yr G/C BIF Instl4.594.57
BNYM Mellon SL 1-3 Yr G/C BIF4.604.55
Washington Capital Mgt Mortgage Inc CF4.984.47
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Short-Term Bond5 year gross return5 year net return
Washington Capital Mgt Mortgage Inc CF3.783.21
FIAM Intermediate Duration CIT2.171.92
FIAM Intermediate Duration CIT Cl Dn/a1.92
FIAM Short Duration CIT1.981.77
Voya Short Duration High Quality Trust1.971.62
BNYM Mellon NSL 1-3 Yr G/C BIF Instl1.471.45
BNYM Mellon SL 1-3 Yr G/C BIF1.511.45
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Large Blend1 year gross return1 year net return
BNYM Mellon AFL-CIO SL Large Cap SIF26.6226.59
NT R1000 Index Fund - NL26.5726.57
BNYM Mellon DB SL Large Cap SIF26.6026.57
BNYM Mellon NSL Large Cap SIF UC126.5526.51
BNYM Mellon SL SIF Instl26.2926.29
Spartan 500 Index Pool G26.2926.29
Spartan 500 Index Pool E26.3026.29
Spartan 500 Index Pool C26.2926.28
Spartan 500 Index Pool D26.2926.28
BNYM Mellon SL SIF26.2926.27
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Large Blend5 year gross return5 year net return
Spartan 500 Index Pool G15.6915.69
BNYM Mellon SL SIF T15.7015.69
BNYM Mellon SL SIF Instl15.7015.69
Spartan 500 Index Pool E15.6915.68
Spartan 500 Index Pool D15.6915.67
BNYM Mellon NSL SIF Instl15.6815.67
BNYM Mellon SL SIF15.7015.66
Spartan 500 Index Pool C15.6815.66
BNYM Mellon DB SL SIF15.7015.65
ASB Labor Equity Index Fund15.6715.64
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Small Growth1 year gross return1 year net return
Wellington CIF II SMID Cap Research S123.1623.16
Voya Small Cap Growth Trust23.1022.00
Wellington CIF II Small Cap 2000 S122.2021.20
BlackRock Russell 2000® Growth Idx CL 818.9418.78
BlackRock Russell 2000® Growth Idx CL 3118.9418.51
BlackRock Russell 2000® Growth Idx CL 4618.9418.33
BlackRock Russell 2000® Growth Idx CL 6618.9318.10
BlackRock Russell 2000® Growth Idx CL 9618.9417.75
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Small Growth5 year gross return5 year net return
Wellington CIF II SMID Cap Research S1n/a13.80
Wellington CIF II Small Cap 2000 S114.3513.39
BlackRock Russell 2000® Growth Idx CL 89.329.18
Voya Small Cap Growth Trust9.989.00
BlackRock Russell 2000® Growth Idx CL 319.328.93
BlackRock Russell 2000® Growth Idx CL 469.338.77
BlackRock Russell 2000® Growth Idx CL 669.348.56
BlackRock Russell 2000® Growth Idx CL 969.368.26
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Long-Term Bond1 year gross return1 year net return
BNYM Mellon DB SL Long Term Credit BIF10.8410.78
FIAM Long Corporate CIT10.7710.50
FIAM 8-10 Year Corporate Bond CIT9.289.01
Wellington CIF II Long Bond7.527.72
FIAM Long Duration CIT7.817.54
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Long-Term Bond5 year gross return5 year net return
BNYM Mellon DB SL Long Term Credit BIF2.812.74
FIAM 8-10 Year Corporate Bond CIT2.912.66
FIAM Long Duration CIT1.901.65
Wellington CIF II Long Bondn/a1.50
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


High Yield Bond1 year gross return1 year net return
Polen Total Return Credit I Composite15.7815.14
BNYM Insight DB SL High Yield Beta Fund13.9613.68
Wellington CIF II Core High Yield S113.8113.32
BNYM Insight DB NSL Eff Bt Fallen Angels13.1312.74
MacKay Shields High Yld Bond CIT 213.0012.49
Eaton Vance Multi-Asset Credit II CIT12.8212.25
Eaton Vance EB High Yield I12.0011.58
FIAM High Yield Bond CIT11.3110.75
Loomis Sayles HYCSV CIT10.8210.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


High Yield Bond5 year gross return5 year net return
MacKay Shields High Yld Bond CIT 2n/a5.85
BNYM Insight DB SL High Yield Beta Fund5.815.55
Wellington CIF II Core High Yield S15.715.27
Eaton Vance EB High Yield I5.535.11
Loomis Sayles HYCSV CIT4.483.98
FIAM High Yield Bond CIT4.333.81
Polen Total Return Credit I Composite4.363.66
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Mid-Cap Growth1 year gross return1 year net return
BNYM Mellon NSL Mkt Completion Fd Instl25.2625.24
BNYM Mellon NSL Mkt Completion Fd25.2625.21
Voya Mid Cap Growth Trust Fund Class 824.3923.55
Voya Mid Cap Growth Trust Class 224.3923.43
GG Trust Mid Cap Gr Sel Fund CL 0IM22.0421.99
GG Trust Mid Cap Gr Sel Fund CL R22.0721.40
GG Trust Mid Cap Gr Sel Fund CL 3522.0620.96
Invesco Mid Cap Growth Trust - B1n/a13.67
Invesco Mid Cap Growth A114.1313.62
Invesco Mid Cap Growth Tr - I14.1313.59
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Mid-Cap Growth5 year gross return5 year net return
Voya Mid Cap Growth Trust Fund Class 814.3513.59
Voya Mid Cap Growth Trust Class 214.3513.45
GG Trust Mid Cap Gr Sel Fund CL 0IM12.1812.08
BNYM Mellon NSL Mkt Completion Fd Instl12.0812.05
BNYM Mellon NSL Mkt Completion Fd12.0812.00
Invesco Mid Cap Growth Trust - C12.8011.94
GG Trust Mid Cap Gr Sel Fund CL R12.1111.51
GG Trust Mid Cap Gr Sel Fund CL 3512.1111.12
Wellington CIF II MdCap Opportunities10.3010.30
Wellington CIF II MdCap Opportunities S2n/a9.76
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Target Date 2021-20251 year gross return1 year net return
Voya Target Retirement 2025 - Class 214.5814.37
Fidelity Freedom Blend 2025 Cmgld Pool B14.3114.11
Fidelity Freedom Blend 2025 Cmgld Pool T14.3314.10
Fidelity Freedom Blend 2025 Cmgld Pool Q14.3614.07
Fidelity Freedom Blend 2025 Cmgld Pool S14.3314.07
Fidelity Freedom Blend 2025 Cmgld Pool R14.3014.04
Fidelity Freedom Index 2025 Cmgld Pool C14.0814.03
Fidelity Freedom Index 2025 Cmgld Pool B14.0814.02
Fidelity Freedom Blend 2025 Cmgld Pool Y14.3213.98
Fidelity Freedom Index 2025 Cmgld Pool T14.0513.97
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Target Date 2021-20255 year gross return5 year net return
BNYM Newton SL SmartPath Trgt Dt 2025 T7.637.59
Fidelity Freedom Blend 2025 Cmgld Pool B7.787.58
BNYM Newton SL SmartPath TD2025 Fd7.637.54
Fidelity Freedom Blend 2025 Cmgld Pool T7.787.54
Fidelity Freedom Blend 2025 Cmgld Pool S7.787.51
BNYM Newton SL SmartPath TD2025 Fd Instl7.637.48
Fidelity Freedom Blend 2025 Cmgld Pool R7.787.48
Fidelity Freedom Blend 2025 Cmgld Pool Q7.787.46
Fidelity Freedom Blend 2025 Cmgld Pool Y7.797.44
Voya Target Solution 2025 Trust7.827.40
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Emerging Markets Bond1 year gross return1 year net return
Capital Group EM Debt (Broad) DC Unit T15.9215.23
Wellington CIF II Opportunistic EM Dbt12.3912.39
FIAM Emerging Market Debt CIT12.5811.85
Wellington CIF II Opportunistic EM DbtS112.3911.77
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Emerging Markets Bond5 year gross return5 year net return
Capital Group EM Debt (Broad) DC Unit T3.963.34
Wellington CIF II Opportunistic EM Dbt2.902.90
Wellington CIF II Opportunistic EM DbtS1n/a2.34
FIAM Emerging Market Debt CIT1.831.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Target Date 2031-20351 year gross return1 year net return
Fidelity Freedom Blend 2035 Cmgld Pool B17.9317.72
Voya Target Retirement 2035 - Class 217.9317.71
Fidelity Freedom Blend 2035 Cmgld Pool R17.9617.69
Fidelity Freedom Blend 2035 Cmgld Pool T17.9017.67
Fidelity Freedom Blend 2035 Cmgld Pool Q17.9717.67
Fidelity Freedom Blend 2035 Cmgld Pool Y17.9417.59
Fidelity Freedom Blend 2035 Cmgld Pool X17.9517.57
Fidelity Freedom Blend 2035 Cmgld Pool V17.9617.55
Voya Target Solution 2035 Trust17.8217.36
Fidelity Freedom Index 2035 Cmgld Pool C17.3817.34
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Target Date 2031-20355 year gross return5 year net return
Fidelity Freedom Blend 2035 Cmgld Pool B10.4810.28
Fidelity Freedom Blend 2035 Cmgld Pool T10.4710.22
Fidelity Freedom Blend 2035 Cmgld Pool R10.4610.16
Fidelity Freedom Blend 2035 Cmgld Pool Q10.4910.16
Fidelity Freedom Blend 2035 Cmgld Pool Y10.4810.12
Fidelity Freedom Blend 2035 Cmgld Pool X10.4710.09
Fidelity Freedom Blend 2035 Cmgld Pool V10.4610.02
Fidelity Freedom Index 2035 Cmgld Pool C9.839.79
Fidelity Freedom Index 2035 Cmgld Pool Q9.809.77
Fidelity Freedom Index 2035 Cmgld Pool B9.839.77
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Large Value1 year gross return1 year net return
Harris Assoc. Oakmark Collective Fd Cl 132.4631.67
Seizert Large Cap Value Equity20.6320.82
AB US Strategic Value CT V20.2818.75
Large Cap Value Fund CL R316.2915.37
BNYM Newton NSL US Dynamic LC Value UC114.8214.82
Diamond Hill Large Cap Portfolio 014.2814.28
GG Trust Large Cap Value Sel Fd CL 0IM14.2814.23
Wellington CIF II Research Value14.5113.93
Voya Large Cap Value Trust14.5313.80
GG Trust Large Cap Value Sel Fd CL R14.2713.78
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Large Value5 year gross return5 year net return
Harris Assoc. Oakmark Collective Fd Cl 1n/a17.21
Seizert Large Cap Value Equity16.7516.98
BNYM Newton NSL US Dynamic LC Value UC116.4216.24
Large Cap Value Fund CL R3n/a14.00
Voya Large Cap Value Trust13.7913.06
Diamond Hill Large Cap Portfolio CL R213.2812.70
Invesco Growth and Income Trust - I12.4212.12
Wellington CIF II Quality Value12.0012.00
Eaton Vance Large Cap Val CIT12.5912.00
Wellington CIF II Research Valuen/a12.00
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Foreign Large Growth1 year gross return1 year net return
Invesco EQV International Equity Tr - I18.7618.06
Capital Group Int'l Equity DB Fund17.9217.11
Capital Group Intl Equity DC Unit T17.8417.03
Capital Group Intl All Countries Eq DC-T16.7315.92
Capital Group Intl All Countries Eq DB16.6915.89
William Blair International Growth CIT16.1515.20
International Leaders CIT Class I13.8013.80
Wellington CIF II Intl Qual Gr S213.5513.55
Wellington CIF II Intl Qual Gr S113.3713.37
Hardman Johnston Intl Equity Group Trust6.335.64
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Foreign Large Growth5 year gross return5 year net return
William Blair International Growth CIT10.289.38
International Leaders CIT Class I9.179.17
Capital Group Int'l Equity DB Fund9.678.91
Capital Group Intl Equity DC Unit T9.588.82
Invesco EQV International Equity Tr - I9.328.67
Hardman Johnston Intl Equity Group Trust8.798.09
Wellington CIF II Intl Qual Gr S2n/a7.61
Wellington CIF II Intl Qual Gr S1n/a7.49
Capital Group Intl All Countries Eq DB8.127.39
Capital Group Intl All Countries Eq DC-T8.127.37
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Small Growth1 year gross return1 year net return
Wellington CIF II SMID Cap Research S123.1623.16
Voya Small Cap Growth Trust23.1022.00
Wellington CIF II Small Cap 2000 S122.2021.20
BlackRock Russell 2000® Growth Idx CL 818.9418.78
BlackRock Russell 2000® Growth Idx CL 3118.9418.51
BlackRock Russell 2000® Growth Idx CL 4618.9418.33
BlackRock Russell 2000® Growth Idx CL 6618.9318.10
BlackRock Russell 2000® Growth Idx CL 9618.9417.75
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Small Growth5 year gross return5 year net return
Wellington CIF II SMID Cap Research S1n/a13.80
Wellington CIF II Small Cap 2000 S114.3513.39
BlackRock Russell 2000® Growth Idx CL 89.329.18
Voya Small Cap Growth Trust9.989.00
BlackRock Russell 2000® Growth Idx CL 319.328.93
BlackRock Russell 2000® Growth Idx CL 469.338.77
BlackRock Russell 2000® Growth Idx CL 669.348.56
BlackRock Russell 2000® Growth Idx CL 969.368.26
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Large Growth1 year gross return1 year net return
Sands Capital Slct Grwth CIT Founders CL52.7452.05
Spartan Large Cap Growth Index Pool G42.7642.74
Invesco American Franchise Trust - C41.8141.86
Wellington CIF II Growth40.5640.56
Wellington CIF II Growth S240.5539.95
Polen Focus Growth CIT Cl P39.6339.50
Polen Focus Growth CIT Class 139.6139.06
Eaton Vance EB Large Cap Growth I39.6439.01
Voya Large Cap Growth Trust38.9238.02
Capital Group U.S. Equity DC Unit T28.2027.58
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Large Growth5 year gross return5 year net return
Spartan Large Cap Growth Index Pool G19.5119.49
Wellington CIF II Growth17.9117.91
Wellington CIF II Growth S217.9117.41
Invesco American Franchise Trust - C16.8516.86
Eaton Vance EB Large Cap Growth I16.9616.40
Wellington CIF II Large Cap Research Eqn/a16.05
Wellington CIF US Research Equity15.9315.93
Capital Group U.S. Equity DC Unit T16.0615.48
Polen Focus Growth CIT Cl Pn/a15.13
Voya Large Cap Growth Trust15.7414.99
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Target Date 2036-20401 year gross return1 year net return
Fidelity Freedom Blend 2040 Cmgld Pool T20.2820.04
Fidelity Freedom Blend 2040 Cmgld Pool B20.2620.04
Fidelity Freedom Blend 2040 Cmgld Pool S20.2820.01
Fidelity Freedom Blend 2040 Cmgld Pool R20.2519.97
Fidelity Freedom Blend 2040 Cmgld Pool Q20.2319.93
Fidelity Freedom Blend 2040 Cmgld Pool Y20.2519.89
Fidelity Freedom Blend 2040 Cmgld Pool X20.2219.83
Fidelity Freedom Blend 2040 Cmgld Pool V20.2219.80
Fidelity Freedom Index 2040 Cmgld Pool C19.5919.54
Fidelity Freedom Index 2040 Cmgld Pool Q19.5619.50
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Target Date 2036-20405 year gross return5 year net return
Fidelity Freedom Blend 2040 Cmgld Pool B11.5111.31
Fidelity Freedom Blend 2040 Cmgld Pool T11.5111.26
Fidelity Freedom Blend 2040 Cmgld Pool S11.5111.23
Fidelity Freedom Blend 2040 Cmgld Pool R11.5011.19
Fidelity Freedom Blend 2040 Cmgld Pool Q11.5111.18
Fidelity Freedom Blend 2040 Cmgld Pool Y11.5111.15
Fidelity Freedom Blend 2040 Cmgld Pool X11.5111.12
Fidelity Freedom Blend 2040 Cmgld Pool V11.5111.07
Fidelity Freedom Index 2040 Cmgld Pool C10.8710.82
Fidelity Freedom Index 2040 Cmgld Pool Q10.8310.80
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


World Bond1 year gross return1 year net return
FIAM Tactical Bond CIT7.387.00
Wellington CIF II World Bond S24.994.56
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


World Bond5 year gross return5 year net return
FIAM Tactical Bond CIT3.953.58
Wellington CIF II World Bond S21.641.24
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Short Government1 year gross return1 year net return
BlackRock 1-3 Year Gov Bond Idx CL 64.444.34
BlackRock 1-3 Year Gov Bond Idx CL 84.444.32
BlackRock 1-3 Year Gov Bond Idx CL 314.454.09
BlackRock 1-3 Year Gov Bond Idx CL 464.443.92
BlackRock 1-3 Year Gov Bond Idx CL 664.413.68
BlackRock 1-3 Year Gov Bond Idx CL 964.443.40
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Short Government5 year gross return5 year net return
BlackRock 1-3 Year Gov Bond Idx CL 61.381.28
BlackRock 1-3 Year Gov Bond Idx CL 81.381.26
BlackRock 1-3 Year Gov Bond Idx CL 311.381.03
BlackRock 1-3 Year Gov Bond Idx CL 461.380.87
BlackRock 1-3 Year Gov Bond Idx CL 661.390.68
BlackRock 1-3 Year Gov Bond Idx CL 961.400.40
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Stable Value1 year gross return1 year net return
Putnam Stable Value Fund: Gross3.583.58
Federated Hermes Capital Pres Y3.713.49
Putnam Stable Value Fund: 10bps3.583.48
Federated Hermes Capital Pres R63.713.45
Putnam Stable Value Fund: 15bps3.583.43
Federated Hermes Capital Pres IP3.713.38
Putnam Stable Value Fund: 20bps3.583.37
Putnam Stable Value Fund: 25bps3.583.32
Putnam Stable Value Fund: 35bps3.583.22
Putnam Stable Value Fund: 45bps3.583.12
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Stable Value5 year gross return5 year net return
Putnam Stable Value Fund: Gross2.822.81
Putnam Stable Value Fund: 10bps2.822.71
Putnam Stable Value Fund: 15bps2.822.66
Putnam Stable Value Fund: 20bps2.822.61
MissionSquare PLUS Fund Gross2.582.58
Putnam Stable Value Fund: 25bps2.822.56
Putnam Stable Value Fund: 35bps2.822.46
MissionSquare PLUS Fund M2.582.42
MissionSquare PLUS Fund R132.582.42
Galliard Stable Return Fund Core2.372.39
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Bank Loan1 year gross return1 year net return
FIAM Floating Rate High Income CIT12.9112.35
Voya Senior Loan Trust12.2911.62
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Bank Loan5 year gross return5 year net return
FIAM Floating Rate High Income CIT6.095.56
Voya Senior Loan Trust4.904.28
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Multisector Bond1 year gross return1 year net return
Voya Securitized Credit Tr Fd Sh Cl 39.699.41
Invesco Active Multi-Sector Cr Tr - II9.409.06
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Moderate Allocation1 year gross return1 year net return
FIAM Pension Journey 70/30 CIT15.0614.66
FIAM Pension Journey 60/40 CIT14.2713.89
Lazard Cap Alloc Mgd Gbl Div CIT CL 112.6011.76
Lazard Cap Alloc Mgd Gbl Div CIT CL 212.6111.72
Income & Growth ETF Fund CL 3511.7911.62
Income & Growth ETF Fund CL 6011.8011.36
Income & Growth ETF Fund CL 7511.7911.18
Income & Growth ETF Fund CL 9511.7910.96
Wellington CIF II Balanced Real Asset S17.346.81
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Moderate Allocation5 year gross return5 year net return
Wellington CIF II Balanced Real Asset S19.118.58
FIAM Pension Journey 70/30 CIT8.117.71
Lazard Cap Alloc Mgd Gbl Div CIT CL 17.096.29
Lazard Cap Alloc Mgd Gbl Div CIT CL 27.106.24
Income & Growth ETF Fund CL 356.346.20
Income & Growth ETF Fund CL 606.345.94
Income & Growth ETF Fund CL 756.345.78
Income & Growth ETF Fund CL 956.345.56
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Small Blend1 year gross return1 year net return
FIAM Small Company CIT Cl B22.0721.35
FIAM Small Company CIT22.0821.10
Wellington CIF II Small Cap Opps19.0518.13
BNYM Mellon NSL Smid Cap SIF Instl17.4917.47
BNYM Mellon NSL Smid Cap SIF UC117.4917.44
BlackRock Russell 2000® Index Fnd CL 017.1417.14
BNYM Mellon SL Small Cap SIF Instl17.1517.13
BNYM Mellon SL Small Cap SIF17.1517.11
Spartan Small Cap Index Pool K17.0717.05
BlackRock Russell 2000® Index Fnd CL 817.1517.03
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Small Blend5 year gross return5 year net return
FIAM Small Company CIT Cl B14.5913.90
FIAM Small Company CIT14.5913.68
Wellington CIF II Small Cap Oppsn/a12.39
BNYM Mellon NSL Smid Cap SIF Instl11.7411.71
FIAM Small Cap Core CIT Cl B12.2611.61
FIAM Small Cap Core CIT Cl P12.2511.59
FIAM Small Cap Core CIT Cl O12.2511.55
FIAM Small Cap Core CIT Cl Dn/a11.47
GG Trust Small Cap Value Sel Fund CL 0IM11.5411.42
FIAM Small Cap Core CIT Cl G12.2511.35
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Target Date 2041-20451 year gross return1 year net return
Fidelity Freedom Blend 2045 Cmgld Pool T20.8120.57
Fidelity Freedom Blend 2045 Cmgld Pool B20.7920.57
Fidelity Freedom Blend 2045 Cmgld Pool R20.8220.54
Fidelity Freedom Blend 2045 Cmgld Pool Q20.7920.49
Fidelity Freedom Blend 2045 Cmgld Pool S20.7620.49
Fidelity Freedom Blend 2045 Cmgld Pool X20.8120.42
Fidelity Freedom Blend 2045 Cmgld Pool Y20.7720.41
Fidelity Freedom Blend 2045 Cmgld Pool V20.8120.39
Voya Target Solution 2045 Trust20.7720.31
Voya Target Retirement 2045 - Class 220.4420.22
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024


Target Date 2041-20455 year gross return5 year net return
Fidelity Freedom Blend 2045 Cmgld Pool B11.6111.41
Fidelity Freedom Blend 2045 Cmgld Pool T11.6111.36
Voya Target Solution 2045 Trust11.7511.32
Fidelity Freedom Blend 2045 Cmgld Pool S11.6011.32
Fidelity Freedom Blend 2045 Cmgld Pool R11.6111.30
Fidelity Freedom Blend 2045 Cmgld Pool Q11.6111.28
Fidelity Freedom Blend 2045 Cmgld Pool Y11.6011.24
Fidelity Freedom Blend 2045 Cmgld Pool X11.6111.22
Fidelity Freedom Blend 2045 Cmgld Pool V11.6011.16
Fidelity Freedom Index 2045 Cmgld Pool C10.9610.91
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 4, 2024
Recommended for You
Core real estate fund returns show signs of stabilizing
Core real estate fund returns show signs of stabilizing
Active U.S. equity funds struggle to consistently outperform benchmarks
Active U.S. equity funds struggle to consistently outperform benchmarks
Endowments and foundations continue favoring alternative assets
Endowments and foundations continue favoring alternative assets