Top performing managers by category: separate accounts, 1st Quarter 2021




Leveraged Net Long1 year gross return1 year net return
UBS: US Equity Opportunity Unconstrained79.3279.11
PVG Tactical Core Strategy70.5369.05
Lazard Global 130/3067.1765.74
JPM US Large Cap Core 130/30-Composite63.3960.29
LA Capital U.S. Large Cap Active Exten57.6756.42
Quant US Large Cap 130/30 Equity57.7256.30
AQR Capital US Relaxed Constraint 4056.1355.31
Martingale 130/30 LargeCap Core 50053.3952.68
Martingale 130/30 LargeCap Growth52.6951.98
AQR Capital Global RC 40(140/40)50.8049.71
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Leveraged Net Long5 year gross return5 year net return
PVG Tactical Core Strategy20.7119.32
UBS: US Equity Opportunity Unconstrained18.6818.54
JPM US Large Cap Core 130/30-Composite18.1717.06
LA Capital U.S. Large Cap Active Exten16.7916.38
Martingale 130/30 LargeCap Growth15.3314.58
AQR Capital US Relaxed Constraint 4013.6913.03
Lazard Global 130/3013.8412.87
Martingale 130/30 LargeCap Core 50012.8412.11
AQR Capital Global RC 40(140/40)10.8810.06
Quant US Large Cap 130/30 Equity10.849.98
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Long Government1 year gross return1 year net return
Sterling Full Term Govt Credit SMA Wrap2.241.83
Donoghue Forlines Treasury-4.55-5.50
Hillswick Long Duration Government-5.74-6.18
DoubleLine Long Duration Total Return-9.94-12.24
PIMCO Long Duration Treasury-14.76-15.19
SSgA Long U.S. Govt Bond Index Strategy-15.57-15.63
Hoisington Inv Mgt Macroeconomic FI Comp-18.78-18.93
NISA 15+ STRIPS Fixed Income Composite-21.04-21.12
Barrow Hanley Extended Duration-22.36-22.55
Franklin U.S. Govt Ladder 5-20 Yr SMAn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Long Government5 year gross return5 year net return
Hillswick Long Duration Government5.785.31
Barrow Hanley Extended Duration4.153.90
NISA 15+ STRIPS Fixed Income Composite3.923.76
Hoisington Inv Mgt Macroeconomic FI Comp3.583.38
PIMCO Long Duration Treasury3.593.08
SSgA Long U.S. Govt Bond Index Strategy3.143.07
DoubleLine Long Duration Total Return4.022.77
Sterling Full Term Govt Credit SMA Wrapn/an/a
Donoghue Forlines Treasuryn/an/a
Franklin U.S. Govt Ladder 5-20 Yr SMAn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Mid-Cap Growth1 year gross return1 year net return
ARK Disruptive Innovation Full Composite166.56166.07
ARK Disruptive Innovation Strategy SMA166.53165.94
Morgan Stanley Discovery162.83160.89
Columbus Circle Investors Sm Cap Growth151.25149.44
TFCM Core Growth148.30146.14
Baron Small to Mid Cap Growth Strategy139.54137.49
Columbus Circle Investors SMID Growth128.25126.53
NCG SMID Cap127.35126.50
Advisory Research U.S. Mid Cap Growth124.86123.10
Hood River Small/Mid-Cap Growth123.12121.15
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Mid-Cap Growth5 year gross return5 year net return
ARK Disruptive Innovation Full Composite43.2843.01
ARK Disruptive Innovation Strategy SMA40.5340.21
Morgan Stanley Discovery40.1539.06
Neuberger Berman Disrupters Portfolio31.3929.68
Advisory Research U.S. Mid Cap Growth30.6029.58
Columbus Circle Investors Sm Cap Growth30.1729.10
NCG SMID Cap30.3729.06
Columbus Circle Investors SMID Growth29.7928.73
Driehaus Small/Mid Cap Growth Strategy29.1328.34
Kayne Anderson Rudnick SC Sustain Growth29.5828.33
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


High Yield Bond1 year gross return1 year net return
L&S Short-Duration High Yield44.4943.50
BNYM Mellon DB NSL Eff Bt Fallen Angels42.7942.24
Mellon US Fallen Angels Beta Plus Comp42.7042.13
Strategic Income Mmgt SiM High Yld Instl38.1837.67
First Trust Taxable Closed End Fund39.3337.50
Mesirow High Yield36.7536.17
DDJ US Blended High Yield Composite33.0932.59
DDJ U.S. Opportunistic High Yield Comp32.2631.70
Morgan Stanley Global High Yield32.0230.95
Artisan High Income31.5330.66
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


High Yield Bond5 year gross return5 year net return
Diamond Hill High Yield11.4510.90
Artisan High Income10.269.49
PineBridge High Yield Bond Composite9.438.98
Shenkman Capital Multi-Strategy Comp9.728.90
Mesirow High Yield9.268.82
DDJ U.S. Opportunistic High Yield Comp9.278.77
Strategic Income Mmgt SiM High Yld Instl9.068.65
Western Asset US High Yield9.088.65
Nomura NCRAM HY Total Return Inst9.048.50
Diamond Hill Corporate Credit8.988.49
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Mid-Cap Value1 year gross return1 year net return
Hotchkis & Wiley - Md-Cap Val139.48138.39
Pzena Mid Cap Focused Value125.60124.07
Smith Graham SMID (Small/Mid) Cap Value116.38114.91
Bailard Micrcap Value112.55110.56
Lyrical U.S. Value Equity - CS109.99108.26
Pzena Mid Cap Value108.30107.97
Donald Smith & Co. Lg-Cap Cncntrd Val Eq106.38105.90
QMA Mid Cap Value Equity103.37102.13
Integrity Small/Mid-Cap Value Comp100.9999.00
TCW Relative Value Mid Cap99.2597.66
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Mid-Cap Value5 year gross return5 year net return
Clifford Capital All-Cap Value17.2116.72
Heartland Mid Cap Value16.1815.33
Cooke & Bieler SMID Cap Value Equity15.7114.71
Clarkston Capital SMID Composite15.3614.65
Clarkston Capital Mid Cap Composite15.0014.63
Smith Graham SMID (Small/Mid) Cap Value15.2014.39
Sycamore Mid Cap Value Comp15.1714.31
HIS Horizon Enh Socially Responsible15.5814.12
Kennedy All Cap Value14.8114.02
Kennedy Mid-Cap Value14.5413.71
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2000-20101 year gross return1 year net return
Capital Group 2010 Target Date Ret Comp21.1921.19
FIAM Blend Target Date 2010 Composite20.8720.49
FIAM Index Target Date 2010 Composite17.2417.07
FIAM Blend Target Date 2005 Composite15.7115.35
FIAM Index Target Date 2005 Composite12.5412.43
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2000-20105 year gross return5 year net return
FIAM Blend Target Date 2010 Composite8.207.95
Capital Group 2010 Target Date Ret Comp7.757.75
FIAM Index Target Date 2010 Composite7.387.27
FIAM Blend Target Date 2005 Composite7.056.80
FIAM Index Target Date 2005 Composite6.286.20
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


High Yield Bond1 year gross return1 year net return
L&S Short-Duration High Yield44.4943.50
BNYM Mellon DB NSL Eff Bt Fallen Angels42.7942.24
Mellon US Fallen Angels Beta Plus Comp42.7042.13
Strategic Income Mmgt SiM High Yld Instl38.1837.67
First Trust Taxable Closed End Fund39.3337.50
Mesirow High Yield36.7536.17
DDJ US Blended High Yield Composite33.0932.59
DDJ U.S. Opportunistic High Yield Comp32.2631.70
Morgan Stanley Global High Yield32.0230.95
Artisan High Income31.5330.66
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


High Yield Bond5 year gross return5 year net return
Diamond Hill High Yield11.4510.90
Artisan High Income10.269.49
PineBridge High Yield Bond Composite9.438.98
Shenkman Capital Multi-Strategy Comp9.728.90
Mesirow High Yield9.268.82
DDJ U.S. Opportunistic High Yield Comp9.278.77
Strategic Income Mmgt SiM High Yld Instl9.068.65
Western Asset US High Yield9.088.65
Nomura NCRAM HY Total Return Inst9.048.50
Diamond Hill Corporate Credit8.988.49
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Foreign Large Value1 year gross return1 year net return
Harris International Equity86.0184.78
ARGA International Equity Strategy87.4384.31
Pzena International Value ADR74.1974.19
Lyrical International Value Equity75.2774.09
Pzena International Focused Value74.9173.99
Pzena Intl Value All Country (ex-U.S.)72.6371.56
ClearBridge International Value70.3169.00
Pzena International Value69.4268.84
RBC Polaris International Equity70.3968.78
Barrow Hanley Non-U.S. Value69.1467.97
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Foreign Large Value5 year gross return5 year net return
Aristotle Global Equity Advisory15.6113.32
ARGA International Equity Strategy14.3413.07
WGI Developed Markets Ex-U.S. Composite13.5912.67
State Street Int’l Value Spotlight11.5612.35
Acadian ACWI ex-US Value Composite12.5711.74
Acadian ACW ex-U.S. Equity Composite12.4611.63
Foresight Global Value Composite11.5811.34
Pzena International Focused Value11.3510.77
Mondrian Global All Countries World Eq11.3110.60
Pzena Intl Value All Country (ex-U.S.)10.7010.04
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Multisector Bond1 year gross return1 year net return
Herzfeld Fixed Income Composite41.3040.29
GVIC Focused Fixed Income Value Strategy29.6728.66
Newfleet Global Multi-Sector Income Comp26.8425.16
Invesco Multi Sector Income21.8421.09
Federated Hermes Strategic Multi-Sector20.8520.42
PineBridge Dynamic Fixed Income Comp20.9120.41
Fort Washington Flexible Income20.2120.03
Preferred Securities Fixed Income20.4920.02
Western Asset Multi-Asset Credit20.0319.33
Appleton Group Managed Income19.9718.88
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Multisector Bond5 year gross return5 year net return
Herzfeld Fixed Income Composite11.2810.45
GVIC Focused Fixed Income Value Strategy8.557.69
BW Global Multi-Sector Income (fka GITR)7.627.00
Loomis Sayles Multi-Sector Full Discretn7.316.96
LS Multisector Credit7.396.90
Newfleet Global Multi-Sector Income Comp8.336.87
PIMCO Diversified Income7.476.74
Federated Hermes Strategic Multi-Sector6.886.51
Newfleet Multi-Sector Opportunistic Cpst6.595.96
Thornburg Multisector Opportun Sep Acct6.605.95
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Small Value1 year gross return1 year net return
DOMO Concentrated All Cap Value262.30256.73
Towle & Co. Deep Value170.69168.69
Snow Capital Mgt Small Cap Value Eq153.39152.27
Brandywine Small Mid Cap Val Eq154.31152.21
Bridgeway Small Cap Value147.34146.42
Penn Capital Small Cap Value Equity145.48144.51
Brandywine Institutional Small Cap Value146.48144.20
Snow Capital SMID Cap Value137.76135.91
QMA Small Cap Value Equity135.49133.85
Olstein US SMID Value Equity134.15131.90
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Small Value5 year gross return5 year net return
DOMO Concentrated All Cap Value35.2233.06
Penn Capital Small Cap Value Equity24.7324.02
Brandywine Small Mid Cap Val Eq20.4419.38
DePrince, Race & Zollo, Micro Cap Val18.5117.39
Bridgeway Small Cap Value17.3916.83
Brandywine Institutional Small Cap Value17.7116.57
American Century U.S. Small Cap Value17.4516.29
Heartland Small-Cap Value Plus Strategy16.8015.98
Olstein US SMID Value Equity16.4315.29
Sycamore Small Cap Value Comp15.9714.87
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Market Neutral1 year gross return1 year net return
SSI Convertible Income22.9221.82
DCM Merger Arbitrage18.5818.01
PIMCO RAE Fundamental Advantage PLUS12.5911.61
Q3 Bull Cipher5.913.56
JPM US Research Market Neutral-Composite4.433.39
Acadian Multi-Asset Abs Return 6v Agg-0.74-1.73
Invesco US Market Neutral Equity-4.17-4.17
Multi-Asset Absolute Return 12v Composit-2.71-4.64
Martingale Equity Market Neutral-5.98-7.00
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Market Neutral5 year gross return5 year net return
SSI Convertible Income7.856.82
DCM Merger Arbitrage5.354.83
JPM US Research Market Neutral-Composite5.374.48
Q3 Bull Cipher6.384.02
PIMCO RAE Fundamental Advantage PLUS0.970.08
Invesco US Market Neutral Equity-2.59-2.59
Martingale Equity Market Neutral-4.54-5.52
Acadian Multi-Asset Abs Return 6v Aggn/an/a
Multi-Asset Absolute Return 12v Compositn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Foreign Large Blend1 year gross return1 year net return
Arrowstreet Intl Eq Str All Wld ex US70.9369.63
Ninety One International Dynamic Equity67.6466.43
Int'l Alpha (ACWI Ex-US) Equities64.8464.03
Schroders International Alpha ADR64.4163.92
WFAM International Equity CEF65.2063.86
Schroders International Alpha65.3563.76
SmithAssetMgt-IntlEquity65.5863.64
Janus Henderson Intl Alpha Equity64.2563.24
Todd Intl Intrinsic Value64.3763.05
EARNEST International Equity64.3663.01
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Foreign Large Blend5 year gross return5 year net return
Int'l Alpha (ACWI Ex-US) Equities14.9115.99
Arrowstreet Intl Eq Str All Wld ex US14.4513.54
Schroders International Alpha14.3613.29
WFAM International Equity CEF13.9512.99
Avalon International Value Equity14.0412.89
WCM Focused International Value13.1212.80
Schroders International Alpha ADR13.0212.71
Janus Henderson Intl Alpha Equity13.0312.32
Boston Common All Acct All Cntry Intl Eq12.9212.07
Schroders International Equity12.6211.92
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Ultrashort Bond1 year gross return1 year net return
FIAM Leveraged Loan Composite17.7917.21
BNP Paribas Mortgage Alpha14.1713.61
Dolan McEniry Core Plus11.9511.66
Pioneer Multi-Asset Ultrashort Income7.056.78
Schroders Enhanced Securitized6.626.09
RBC US Ultra Short Duration: Full Style6.216.00
Calvert Ultra-Short Duration Bond6.225.95
Federated Hermes Active Cash Broad5.915.79
Federated Hermes Low Duration Broad5.645.43
Winthrop Ultra-Short Fixed Income5.414.95
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Ultrashort Bond5 year gross return5 year net return
Dolan McEniry Core Plus5.305.04
FIAM Leveraged Loan Composite5.394.87
Schroders Enhanced Securitized4.203.68
Federated Hermes Low Duration Broad2.912.65
PIMCO Short Term2.912.47
Federated Hermes Trade Finance3.322.44
Federated Hermes Active Cash Broad2.612.42
RBC US Ultra Short Duration: Full Style2.582.37
Calvert Ultra-Short Duration Bond2.502.25
Winthrop Ultra-Short Fixed Income2.692.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Inflation-Protected Bond1 year gross return1 year net return
Lord Abbett & Co. Inflation Focused – SA30.5230.19
First Quadrant Essential Beta18.1717.74
PIMCO Real Return Full Authority10.259.78
BlackRock TIPS PLUS9.569.51
Laffer Tengler Dynamic US Inflation Stra10.949.14
American Century US Infl-Adj Bond9.218.88
Western Asset US TIPS8.948.61
Wellington TIPS8.658.51
PIMCO Real Return Medium Authority8.578.30
IR+M Int. TIPS8.218.10
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Inflation-Protected Bond5 year gross return5 year net return
PIMCO Real Ret Asset Long Duration7.406.83
First Quadrant Essential Beta5.274.93
BNP Paribas GlobalInflationLinked Bonds5.194.93
Franklin U.S. TIPS Composite5.034.78
Lord Abbett & Co. Inflation Focused – SA4.924.51
PIMCO Real Return Full Authority4.754.25
BlackRock TIPS PLUS4.204.10
PIMCO Real Return Medium Authority4.304.03
Neuberger Berman TIPS4.044.00
Mellon US TIPS Barclays3.923.86
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Small Blend1 year gross return1 year net return
Old West All Cap Opportunity192.49190.08
Fuller & Thaler Micro-Cap Core183.61180.80
Penn Capital Micro Cap Equity156.17154.81
Pinnacle Loprice156.41152.26
Tieton Small Cap Value151.34149.55
THB Micro Cap150.37147.55
Ironwood Inv Mgt Conc Small Cap Val133.10130.75
LaSalle Street Small Cap126.87126.07
Sterling Partners Small-Cap Value Focus125.23123.24
CMC SMID123.62122.73
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Small Blend5 year gross return5 year net return
Pinnacle Loprice23.6522.23
Old West All Cap Opportunity21.8320.70
Sterling Partners Small-Cap Value Diver21.5120.34
CMC SMID20.5920.11
THB Micro Cap21.2819.85
Penn Capital Micro Cap Equity20.0819.41
Ironwood Inv Mgt Conc Small Cap Val20.7919.09
EARNEST Small Cap Core20.1618.97
Azarias Focused Small Cap Value21.0918.96
PGI U.S. Small Cap Select Equity19.4718.73
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Real Estate1 year gross return1 year net return
Financial Trust Global REIT56.9054.96
Heitman US RE Securities Focused42.4141.56
CBRE Clarion U.S. Real Estate41.9441.05
Brookfield US Rl Estate Secs Value Inc40.5339.75
Cohen & Steers US Realty Focus Comp39.6938.69
Duff & Phelps US REIT39.0938.30
CenterSquare REIT Separate Account38.2437.62
Cohen & Steers US Realty Total Ret Comp37.9936.92
Heitman US RES Total Return37.4536.76
FIAM U.S. Real Estate Invest Tr36.6835.75
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Real Estate5 year gross return5 year net return
Cohen & Steers US Realty Focus Comp11.0310.17
Financial Trust Global REIT10.609.23
Cohen & Steers US Realty Total Ret Comp9.118.28
WFAM PMV REIT Equity8.988.18
Neuberger Berman REIT8.988.04
Sterling Capital Stratton Real EstateSMA8.377.71
PGI Real Estate Equity Securities8.267.68
Heitman US RE Securities Focused7.727.06
Duff & Phelps US REIT7.466.80
Wellington Real Estate Securities7.606.80
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Diversified Pacific/Asia1 year gross return1 year net return
Financial Trust Asia ValueMomentum100.0397.56
Impax Asia-Pacific Strategy Composite72.6170.90
Metis International Micro Cap Equity65.9565.70
Asia Pacific Separately Mangaed Account65.6764.52
Asia Pacific inc Japan Equity58.0656.49
Sit Inv Pac Basin54.6353.30
ARI Asia Pacific52.8951.42
State Street Asia Pac Value Spotlight34.0433.15
Horizon Asia Institutional33.2831.95
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Diversified Pacific/Asia5 year gross return5 year net return
Financial Trust Asia ValueMomentum25.5223.97
ARI Asia Pacific14.8614.35
Impax Asia-Pacific Strategy Composite15.4214.28
Asia Pacific inc Japan Equity14.5813.44
Sit Inv Pac Basin14.4113.39
State Street Asia Pac Value Spotlight13.0112.33
Asia Pacific Separately Mangaed Account12.8812.00
Horizon Asia Institutional6.475.41
Metis International Micro Cap Equityn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Mid-Cap Blend1 year gross return1 year net return
Naylor & Company Core Composite124.80120.30
WFAM Select Equity122.33120.25
Shapiro Capital Mgt Enh Small Cap Value110.29106.79
Fisher Small Cap Value103.82102.64
Channing Capital Small Mid-Cap Value102.70101.63
Zacks Quantitative Strategy100.8199.45
Financial Trust American Discplnd Mid100.5598.07
Paradigm Capital Mgt Small Mid Cap99.4897.98
Northern Trust Extended Eq Market Idx97.9797.70
Keeley-Teton Inst. SMID Cap Value SMA98.7797.51
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Mid-Cap Blend5 year gross return5 year net return
Paradigm Capital Mgt Small Mid Cap20.6919.75
Fisher Small Cap Value19.1218.40
Fisher Small and Mid Cap Value19.1518.22
EARNEST Mid Cap Core19.1917.99
Northern Trust Extended Eq Market Idx17.9817.81
EARNEST Small/Mid Cap Core18.9917.80
Fisher Mid Cap Value18.2617.40
Scout Mid Cap Equity18.2317.30
Argent Mid Cap Equity Composite17.4517.16
EARNEST Small/Mid Cap Value18.2917.11
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Intermediate-Term Bond1 year gross return1 year net return
Toews All Equity Legacy39.8638.18
Weatherstone Strategic Income29.5527.33
Spectrum Preferred Securities21.1020.84
F/m Genoa Opportunistic Income16.6616.20
Brandywine Global U.S. Fixed Income15.2514.91
AB US Investment Grade Corporates13.1812.86
FEG Capital Preservation Portfolio13.4612.36
DeRoy & Devereaux Total Return Bond11.3310.90
Invesco Core Plus Composite10.3810.00
MacKay Shields Core Plus Opportunities9.358.88
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Intermediate-Term Bond5 year gross return5 year net return
Brandywine Global U.S. Fixed Income8.277.94
Toews All Equity Legacy8.457.08
Spectrum Preferred Securities6.916.67
F/m Genoa Opportunistic Income6.115.61
AB US Investment Grade Corporates5.685.42
Invesco Core Plus Composite5.304.93
MacKay Shields Core Plus Opportunities5.164.75
Manulife IM US Core Plus Fixed Income5.024.70
LMCG Institutional Core Bond4.904.69
Reams Core Fixed Income4.824.55
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Intermediate-Term Bond1 year gross return1 year net return
Toews All Equity Legacy39.8638.18
Weatherstone Strategic Income29.5527.33
Spectrum Preferred Securities21.1020.84
F/m Genoa Opportunistic Income16.6616.20
Brandywine Global U.S. Fixed Income15.2514.91
AB US Investment Grade Corporates13.1812.86
FEG Capital Preservation Portfolio13.4612.36
DeRoy & Devereaux Total Return Bond11.3310.90
Invesco Core Plus Composite10.3810.00
MacKay Shields Core Plus Opportunities9.358.88
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Intermediate-Term Bond5 year gross return5 year net return
Brandywine Global U.S. Fixed Income8.277.94
Toews All Equity Legacy8.457.08
Spectrum Preferred Securities6.916.67
F/m Genoa Opportunistic Income6.115.61
AB US Investment Grade Corporates5.685.42
Invesco Core Plus Composite5.304.93
MacKay Shields Core Plus Opportunities5.164.75
Manulife IM US Core Plus Fixed Income5.024.70
LMCG Institutional Core Bond4.904.69
Reams Core Fixed Income4.824.55
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Short-Term Bond1 year gross return1 year net return
Manulife IM Strategic Fixed Income Opp16.6516.18
Advisors Capital Fixed Income16.3815.39
Diamond Hill Short Duration Secitizd Bd13.8813.49
Semper Active Mortgage-Backed Securities13.1612.79
Manulife IM US Strategic Fixed Income12.4712.02
Post Limited Term High Yield Comp12.1411.42
Barings Active Short Duration Composite11.8111.42
Hi-Line Capital Income Advantaged11.3711.37
Newfleet Multi-Sector Short Dur Cpst11.3310.80
Crossmark Income Opportunities10.4910.31
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Short-Term Bond5 year gross return5 year net return
Manulife IM Strategic Fixed Income Opp5.084.66
Brandes Corporate Focus Fixed Income4.594.24
Semper Active Mortgage-Backed Securities4.534.19
Post Limited Term High Yield Comp4.834.15
Hi-Line Capital Income Advantaged3.963.96
Newfleet Multi-Sector Short Dur Cpst4.413.91
Manulife IM US Strategic Fixed Income4.283.87
Columbia Corporate Limited Duration FI4.313.83
Reams Intermediate Fixed Income3.943.69
Crossmark Income Opportunities3.823.64
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Intermediate Government1 year gross return1 year net return
Columbia US Government Mortgage6.045.59
CCM Fixed Income Portfolio4.543.98
RBC Access Capital Community Investing1.541.13
Community Core Fixed Income Composite1.341.05
FIAM Agency MBS1.050.99
Wright Mortgage Backed Securities F/I1.180.89
TCW Index Plus MBS0.630.38
Intermediate Government Fixed Income0.530.33
SeaCrest US Government Interm Duration0.320.32
DBF Interm Mortgage-Backed Securities0.22-0.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Intermediate Government5 year gross return5 year net return
Columbia US Government Mortgage4.273.77
M.D. Sass Core Fix-Inc2.992.70
MFS US Government Fixed Income2.852.57
CS McKee Broad Government Fixed2.872.54
RBC Access Capital Community Investing2.822.40
TCW Index Plus MBS2.612.34
Community Core Fixed Income Composite2.702.33
DBF Interm Mortgage-Backed Securities2.572.33
CCM Fixed Income Portfolio2.792.27
DBF Intermediate Duration Govt/Agency2.412.20
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Small Growth1 year gross return1 year net return
Morgan Stanley Inception299.60296.82
Granahan Small Cap Select271.02267.77
Granahan SMID Select252.39249.22
Anchor Founders Value Institutional233.11232.65
Penn Capital Small to Micro Cap Equity213.58212.30
Next Century Growth Micro Cap Growth189.75188.06
TFCM Aspire180.86177.74
Driehaus Micro Cap Growth179.88177.58
Advisory Research U.S. Small Cap Growth175.77173.34
Spouting Rock Small Cap Growth168.28166.20
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Small Growth5 year gross return5 year net return
Morgan Stanley Inception45.6644.61
Next Century Growth Micro Cap Growth44.8343.91
Granahan Inv Mgt - Sm Cap Focused Grth44.5943.51
Granahan Small Cap Select44.5443.19
Granahan SMID Select42.2740.90
Granahan SC Advantage39.1638.55
Driehaus Micro Cap Growth38.3136.94
Advisory Research U.S. Small Cap Growth36.7335.48
Granahan Inv Mgt Sm-Cap Core Gr34.3633.73
Wasatch Small Cap Ultra Growth Composite34.7233.52
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Small Value1 year gross return1 year net return
DOMO Concentrated All Cap Value262.30256.73
Towle & Co. Deep Value170.69168.69
Snow Capital Mgt Small Cap Value Eq153.39152.27
Brandywine Small Mid Cap Val Eq154.31152.21
Bridgeway Small Cap Value147.34146.42
Penn Capital Small Cap Value Equity145.48144.51
Brandywine Institutional Small Cap Value146.48144.20
Snow Capital SMID Cap Value137.76135.91
QMA Small Cap Value Equity135.49133.85
Olstein US SMID Value Equity134.15131.90
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Small Value5 year gross return5 year net return
DOMO Concentrated All Cap Value35.2233.06
Penn Capital Small Cap Value Equity24.7324.02
Brandywine Small Mid Cap Val Eq20.4419.38
DePrince, Race & Zollo, Micro Cap Val18.5117.39
Bridgeway Small Cap Value17.3916.83
Brandywine Institutional Small Cap Value17.7116.57
American Century U.S. Small Cap Value17.4516.29
Heartland Small-Cap Value Plus Strategy16.8015.98
Olstein US SMID Value Equity16.4315.29
Sycamore Small Cap Value Comp15.9714.87
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Large Growth1 year gross return1 year net return
Baillie Gifford US Equity Growth145.40144.15
Morgan Stanley Insight126.65124.54
Morgan Stanley Growth120.81119.18
Evolutionary Tree Leading Innovators117.75116.28
LEIA CBI116.27116.27
SRA Kingsland Sustainable Growth118.03115.99
Mark Long Only117.05114.19
Zevenbergen Growth Equity110.24109.52
Macquarie US Multi Cap Growth Equity111.42109.44
Mark Focus110.16107.41
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Large Growth5 year gross return5 year net return
Morgan Stanley Insight38.9837.63
Baillie Gifford US Equity Growth36.9436.25
Zevenbergen Growth Equity34.5534.10
LEIA CBI33.3833.38
Baron High Growth Strategy34.6833.38
Morgan Stanley Growth34.0033.03
Mark Long Only31.5629.69
Mark Focus30.7328.87
Macquarie US Multi Cap Growth Equity29.4428.18
Maytech Global Growth Composite29.4427.94
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Intermediate Government1 year gross return1 year net return
Columbia US Government Mortgage6.045.59
CCM Fixed Income Portfolio4.543.98
RBC Access Capital Community Investing1.541.13
Community Core Fixed Income Composite1.341.05
FIAM Agency MBS1.050.99
Wright Mortgage Backed Securities F/I1.180.89
TCW Index Plus MBS0.630.38
Intermediate Government Fixed Income0.530.33
SeaCrest US Government Interm Duration0.320.32
DBF Interm Mortgage-Backed Securities0.22-0.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Intermediate Government5 year gross return5 year net return
Columbia US Government Mortgage4.273.77
M.D. Sass Core Fix-Inc2.992.70
MFS US Government Fixed Income2.852.57
CS McKee Broad Government Fixed2.872.54
RBC Access Capital Community Investing2.822.40
TCW Index Plus MBS2.612.34
Community Core Fixed Income Composite2.702.33
DBF Interm Mortgage-Backed Securities2.572.33
CCM Fixed Income Portfolio2.792.27
DBF Intermediate Duration Govt/Agency2.412.20
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Short Government1 year gross return1 year net return
M.D. Sass 3-Year FI1.3016.15
Tannin Capital Short-Term Government2.462.09
Morgan Stanley U.S. Mortgage1.691.60
AB US Low Duration1.601.41
M.D. Sass 2-Year FI1.681.39
Sit Inv Short Dur Strat1.521.11
CS McKee Short Government1.341.10
Mellon Glb Govt-Short Dur (US$ Hedged)1.301.09
Bartlett & Co. Ltd Dur Fix-Inc0.540.38
INCORE Short Government Comp0.670.32
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Short Government5 year gross return5 year net return
M.D. Sass 3-Year FI2.725.23
Morgan Stanley U.S. Mortgage2.712.57
Sit Inv Short Dur Strat2.752.34
Federated Hermes Short-Interm U.S. Gov2.372.07
M.D. Sass 2-Year FI2.241.97
CS McKee Short Government2.111.89
INCORE Short Government Comp2.181.83
AB US Low Duration1.981.79
Eagle Government Securities Inst2.331.74
Mellon Glb Govt-Short Dur (US$ Hedged)1.821.65
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Global Real Estate1 year gross return1 year net return
Third Avenue Real Estate Value Equity44.4142.67
Cohen & Steers Global Realty Focus Comp41.6440.49
Global REIT Income Preference41.2340.23
CBRE Clarion Global Real Estate40.1939.64
CenterSquare Global REIT39.1638.44
Duff&Phelps Glbl Real Estate Securities38.4737.83
LaSalle Global Real Estate Securities38.3237.38
AB Global Real Estate Securities38.1337.31
Brookfield Gbl Rl Estate Secs Alpha37.6236.69
Cohen & Steers Global RE Securities Comp36.9136.22
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Global Real Estate5 year gross return5 year net return
Cohen & Steers Global Realty Focus Comp10.499.53
Cohen & Steers European RE Composite USD10.369.30
Hazelview Global Focused RE9.789.15
Hazelview Core International RE8.708.11
Global REIT Income Preference8.507.76
Duff&Phelps Glbl Real Estate Securities8.417.65
American Century Global Real Estate8.247.65
Morgan Stanley Glbl Infrastructure Sec8.397.37
Janus Henderson Global Eq-Property Eq9.407.34
Duff & Phelps Intl Real Estate Secs8.367.31
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Short-Term Bond1 year gross return1 year net return
Manulife IM Strategic Fixed Income Opp16.6516.18
Advisors Capital Fixed Income16.3815.39
Diamond Hill Short Duration Secitizd Bd13.8813.49
Semper Active Mortgage-Backed Securities13.1612.79
Manulife IM US Strategic Fixed Income12.4712.02
Post Limited Term High Yield Comp12.1411.42
Barings Active Short Duration Composite11.8111.42
Hi-Line Capital Income Advantaged11.3711.37
Newfleet Multi-Sector Short Dur Cpst11.3310.80
Crossmark Income Opportunities10.4910.31
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Short-Term Bond5 year gross return5 year net return
Manulife IM Strategic Fixed Income Opp5.084.66
Brandes Corporate Focus Fixed Income4.594.24
Semper Active Mortgage-Backed Securities4.534.19
Post Limited Term High Yield Comp4.834.15
Hi-Line Capital Income Advantaged3.963.96
Newfleet Multi-Sector Short Dur Cpst4.413.91
Manulife IM US Strategic Fixed Income4.283.87
Columbia Corporate Limited Duration FI4.313.83
Reams Intermediate Fixed Income3.943.69
Crossmark Income Opportunities3.823.64
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Large Blend1 year gross return1 year net return
Diamond Hill All Cap Select WRAP100.1194.51
Channing Capital All-Cap Value92.1291.25
Channing Capital Large-Cap Value90.0789.82
SFE All-Cap Core Growth & Income91.3987.68
Harris U.S. Equity Comp82.9981.68
Pinnacle All Cap Equity83.0381.33
Harris U.S. Concentrated Value Equity82.6180.88
Advisors Capital Growth82.3480.17
WEDGE Large Cap Value81.0579.76
Gilman Hill Disciplined Growth Comp81.3279.50
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Large Blend5 year gross return5 year net return
Fuller & Thaler Behavioral Unconstrnd Eq22.6922.32
Profit Inv Mgt (PIM) Profit Social19.9419.25
Euclid Advisory Large Cap Growth20.5119.17
VanEck Morningstar Wide Moat19.5919.03
EARNEST All Cap19.9318.73
UBS US Sustainable Equity19.3218.50
WestEnd Advisors US Sector18.5018.17
TCW Alpha Trak19.0417.91
Pioneer US Large Core Equity18.5717.87
GS US Equity ESG18.2617.85
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Utilities1 year gross return1 year net return
BB Income Growth27.8725.41
Miller/Howard – Utilities Plus21.6720.48
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Utilities5 year gross return5 year net return
BB Income Growth13.0110.79
Miller/Howard – Utilities Plus9.528.43
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Long/Short Equity1 year gross return1 year net return
Alpha DNA Mid Small Cap Hedged Equity73.1171.12
Camden Equity68.4867.29
Calamos Phineus Long/Short Composite56.2754.43
Alpha DNA All Cap Hedged Equity57.1854.33
F/m Integrated Alpha Long / Short52.4751.56
QMA US Core Equity Extended50.8349.89
1492 Small Cap Dynamic Hedge50.5948.47
Optimus Hedged Equity42.5741.88
Alpha DNA Large Cap Hedged Equity41.2738.98
Acadian U.S. Managed Volatility Eq Comp37.1936.79
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Long/Short Equity5 year gross return5 year net return
F/m Integrated Alpha Long / Short21.4821.34
Camden Equity19.1118.31
Alpha DNA All Cap Hedged Equity13.9412.14
Calamos Phineus Long/Short Composite12.5811.20
Epoch Global Absolute Return12.3811.20
QMA US Core Equity Extended11.8711.15
Acadian U.S. Managed Volatility Eq Comp10.5010.17
Elite Tactical Long/Short11.1110.08
PVG Dynamic Core ETF10.989.75
Convergence Long/Short Equity10.679.56
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Mid-Cap Value1 year gross return1 year net return
Hotchkis & Wiley - Md-Cap Val139.48138.39
Pzena Mid Cap Focused Value125.60124.07
Smith Graham SMID (Small/Mid) Cap Value116.38114.91
Bailard Micrcap Value112.55110.56
Lyrical U.S. Value Equity - CS109.99108.26
Pzena Mid Cap Value108.30107.97
Donald Smith & Co. Lg-Cap Cncntrd Val Eq106.38105.90
QMA Mid Cap Value Equity103.37102.13
Integrity Small/Mid-Cap Value Comp100.9999.00
TCW Relative Value Mid Cap99.2597.66
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Mid-Cap Value5 year gross return5 year net return
Clifford Capital All-Cap Value17.2116.72
Heartland Mid Cap Value16.1815.33
Cooke & Bieler SMID Cap Value Equity15.7114.71
Clarkston Capital SMID Composite15.3614.65
Clarkston Capital Mid Cap Composite15.0014.63
Smith Graham SMID (Small/Mid) Cap Value15.2014.39
Sycamore Mid Cap Value Comp15.1714.31
HIS Horizon Enh Socially Responsible15.5814.12
Kennedy All Cap Value14.8114.02
Kennedy Mid-Cap Value14.5413.71
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Retirement Income1 year gross return1 year net return
Advisors Capital Income w/Growth66.1863.99
HW Dividend Income46.5345.58
Beacon Dividend Income Composite39.2339.23
Q3 Voyage Target Retirement28.6227.99
Texas Retirement Income Strategy29.9627.75
Horizon Real Spend 727.9526.69
Morningstar Ret Inc Long-Range - BNY28.1826.53
Morningstar Ret Inc Long-Range - TDA28.2526.34
Horizon Real Spend 625.9424.70
Horizon Real Spend 524.6023.37
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Retirement Income5 year gross return5 year net return
Beacon Dividend Income Composite8.397.38
Advisors Capital Income w/Growth8.446.91
HW Dividend Income7.576.74
FIAM Blend Target Date Income Composite6.025.76
Horizon Real Spend 76.875.73
Morningstar Ret Inc Long-Range - BNY7.225.71
Morningstar Ret Inc Long-Range - TDA7.015.42
Horizon Real Spend 66.465.38
FIAM Index Target Date Income Composite5.315.20
Horizon Real Spend 56.335.19
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Long-Term Bond1 year gross return1 year net return
AXA Inv Mgrs US Inv Grade Corp10.6318.93
DCI Long Duration Corp Bond Strategy12.3512.13
Conning LDI Credit 15-25 Year Maturity12.5112.00
Macquarie US Long Duration Fix-Inc12.5311.92
Conning Long Duration Credit11.8911.60
Barings U.S. Invest. Grade Corp. Credit11.8111.53
FIAM Long Corporate Composite11.7411.44
Dorsey Wright Tactical Fixed Income11.9410.84
Mellon Long Corporate10.4610.23
Conning LDI Credit over 25 Year Maturity10.6310.23
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Long-Term Bond5 year gross return5 year net return
PIMCO Long Term Bond - Long Credit8.247.97
Dodge & Cox Long Duration FI Composite7.707.32
FIAM Long Corporate Composite7.587.28
Reams Long Duration Fixed Income7.397.25
Dorsey Wright Tactical Fixed Income8.187.24
PIMCO Long Term Bond Full Authority7.427.17
Mellon Long Corporate7.347.14
TCW Long Duration Credit7.337.14
Barrow Hanley Long Credit7.386.99
AXA Inv Mgrs US Inv Grade Corp5.596.86
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2011-20151 year gross return1 year net return
FIAM Blend Target Date 2015 Composite26.1825.79
Capital Group 2015 Target Date Ret Comp23.7323.73
FIAM Index Target Date 2015 Composite22.1122.01
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2011-20155 year gross return5 year net return
FIAM Blend Target Date 2015 Composite9.359.09
FIAM Index Target Date 2015 Composite8.488.37
Capital Group 2015 Target Date Ret Comp8.308.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Diversified Emerging Mkts1 year gross return1 year net return
Jennison Emerging Markets106.03104.75
Wasatch EM Select Composite99.3598.30
Newton Emerging Markets96.1694.70
Morgan Stanley Emerging Markets Leaders95.5093.93
Artisan Developing World Composite94.5492.61
Sands Capital Emerging Markets Growth92.2590.83
PanAgora Stock Selector EM Small Cap90.1988.66
Emerging Markets Equity - Small Cap90.8988.53
PIMCO RAE PLUS Emerging Markets86.1484.09
Calamos Emerging Economies Composite85.3583.45
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Diversified Emerging Mkts5 year gross return5 year net return
Artisan Developing World Composite26.4425.15
Jennison Emerging Markets21.6320.80
Baillie Gifford Emerging Markets Lead Co19.9819.03
JPM GEM Discovery-Composite18.7318.63
Sands Capital Emerging Markets Growth19.8218.59
Baillie Gifford Emerging Markets All Cap18.9317.99
FIAM Concentrated Emerging Markets Comp18.8417.95
Newton Emerging Markets18.4517.57
Wellington EM Development18.4317.38
Wasatch EM Select Composite17.6016.93
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Financial1 year gross return1 year net return
Kennedy Bank Sector97.4595.43
Confluence BDC-Wrap90.2387.52
McKinley Capital Business Development Co84.0481.73
Jennison Financial Services Equity82.5981.61
Wellington FinTech71.8770.44
Penn Capital FinTech Catalyst53.7153.31
Manole Fin Tech51.9549.24
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Financial5 year gross return5 year net return
Manole Fin Tech19.9518.58
Penn Capital FinTech Catalyst17.9517.67
McKinley Capital Business Development Co8.817.47
Confluence BDC-Wrap9.097.46
Kennedy Bank Sectorn/an/a
Jennison Financial Services Equityn/an/a
Wellington FinTechn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Technology1 year gross return1 year net return
ARK Next Generation Internet184.49182.38
Zevenbergen Genea Growth152.03150.61
Crabtree Multi-Cap Technology110.34109.13
J.P. Morgan US Technology Leaders - MA108.78108.03
RS Science And Technology Composite96.5094.55
Mellon Core Research Technology Sector91.6690.31
Princeton Young Enterprise Shares (YES)90.6387.88
AllianzGI Global Technology Equity74.0180.04
Wellington Global Technology79.6678.42
Columbia Global Technology Growth76.9675.28
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Technology5 year gross return5 year net return
ARK Next Generation Internet54.1152.97
Zevenbergen Genea Growth42.9341.75
J.P. Morgan US Technology Leaders - MA37.1536.65
RS Science And Technology Composite33.6332.31
Janus Henderson Gbl Tech and Innovation31.1130.28
AllianzGI Global Technology Equity29.1829.13
Columbia Global Technology Growth30.1028.83
Wellington Global Technology27.8126.88
Mellon Core Research Technology Sector27.1726.20
Ivy Science/Technology Composite25.2924.23
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Conservative Allocation1 year gross return1 year net return
GVIC Total Return Value Strategy77.2475.89
AAM Credit Opportunities68.1866.10
TSW Multi-Asset Income43.5443.19
MCA Conservative Portfolios44.2943.14
ICON - SBI Global Conservative42.9340.79
Q3 Voyage - Conservative40.3037.26
LVZ Biblically Responsible Balanced39.2136.53
FEG Moderate Growth Portfolio37.2336.39
CLS Smart ETF Risk Budget 50 Moderate35.9435.94
Clark Navigator MultiStrategy 50-5035.5035.50
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Conservative Allocation5 year gross return5 year net return
MCA Conservative Portfolios16.5015.62
Clark Navigator MultiStrategy 50-5011.6111.61
TSW Multi-Asset Income11.4211.09
Copeland Large Cap Div Growth Balanced12.2710.41
SSI Flexible Allocation–Conservative10.639.56
Tannin Capital Total Return10.469.33
ASAP Balanced Strategy9.549.28
FEG Moderate Growth Portfolio9.829.12
Winans Balanced 50/50 Composite9.719.05
Karp Conservative Income and Growth11.058.92
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2026-20301 year gross return1 year net return
FIAM Blend Target Date 2030 Composite41.0940.62
Q3 Voyage Target 203041.2340.55
Capital Group 2030 Target Date Ret Comp36.0536.05
FIAM Index Target Date 2030 Composite35.5435.34
Northern Trust Goal Engineer 2030 Model30.42n/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2026-20305 year gross return5 year net return
FIAM Blend Target Date 2030 Composite12.3712.10
Capital Group 2030 Target Date Ret Comp11.8711.87
FIAM Index Target Date 2030 Composite11.4111.31
Q3 Voyage Target 2030n/an/a
Northern Trust Goal Engineer 2030 Model7.47n/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Mid-Cap Blend1 year gross return1 year net return
Naylor & Company Core Composite124.80120.30
WFAM Select Equity122.33120.25
Shapiro Capital Mgt Enh Small Cap Value110.29106.79
Fisher Small Cap Value103.82102.64
Channing Capital Small Mid-Cap Value102.70101.63
Zacks Quantitative Strategy100.8199.45
Financial Trust American Discplnd Mid100.5598.07
Paradigm Capital Mgt Small Mid Cap99.4897.98
Northern Trust Extended Eq Market Idx97.9797.70
Keeley-Teton Inst. SMID Cap Value SMA98.7797.51
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Mid-Cap Blend5 year gross return5 year net return
Paradigm Capital Mgt Small Mid Cap20.6919.75
Fisher Small Cap Value19.1218.40
Fisher Small and Mid Cap Value19.1518.22
EARNEST Mid Cap Core19.1917.99
Northern Trust Extended Eq Market Idx17.9817.81
EARNEST Small/Mid Cap Core18.9917.80
Fisher Mid Cap Value18.2617.40
Scout Mid Cap Equity18.2317.30
Argent Mid Cap Equity Composite17.4517.16
EARNEST Small/Mid Cap Value18.2917.11
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Convertibles1 year gross return1 year net return
Lord Abbett & Co. Convertibles82.4480.55
AllianzGI Convertibles80.1379.40
SSI Convertible Investment Strategy79.6778.68
Calamos Instl Convertible Composite72.9171.70
Advent Balanced Convertible Strategy68.3267.51
Invesco Convertible Securities64.1763.23
MacKay Shields Convertibles61.2160.44
Palisade Convertible Securities Comp55.8354.91
Oaktree U.S. Convertibles51.6450.91
Shenkman Capital Mgt Convertible Comp51.9250.82
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Convertibles5 year gross return5 year net return
Lord Abbett & Co. Convertibles22.9021.64
AllianzGI Convertibles21.7421.18
Calamos Instl Convertible Composite18.5917.77
SSI Convertible Investment Strategy18.3617.75
Advent Balanced Convertible Strategy17.1616.60
MacKay Shields Convertibles16.4615.89
Invesco Convertible Securities16.5615.88
SSI Inv Grade Convert Strat16.7515.84
Palisade Convertible Securities Comp16.0115.35
Gabelli Asset Mgt Convertibles Strategy15.8815.08
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Large Blend1 year gross return1 year net return
Diamond Hill All Cap Select WRAP100.1194.51
Channing Capital All-Cap Value92.1291.25
Channing Capital Large-Cap Value90.0789.82
SFE All-Cap Core Growth & Income91.3987.68
Harris U.S. Equity Comp82.9981.68
Pinnacle All Cap Equity83.0381.33
Harris U.S. Concentrated Value Equity82.6180.88
Advisors Capital Growth82.3480.17
WEDGE Large Cap Value81.0579.76
Gilman Hill Disciplined Growth Comp81.3279.50
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Large Blend5 year gross return5 year net return
Fuller & Thaler Behavioral Unconstrnd Eq22.6922.32
Profit Inv Mgt (PIM) Profit Social19.9419.25
Euclid Advisory Large Cap Growth20.5119.17
VanEck Morningstar Wide Moat19.5919.03
EARNEST All Cap19.9318.73
UBS US Sustainable Equity19.3218.50
WestEnd Advisors US Sector18.5018.17
TCW Alpha Trak19.0417.91
Pioneer US Large Core Equity18.5717.87
GS US Equity ESG18.2617.85
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


World Stock1 year gross return1 year net return
Oberweis International Select120.39120.39
Evolutionary Tree Global Innovators114.85113.16
Baillie Gifford Positive Change108.62107.51
Baillie Gifford Global Stewardship108.20107.05
Third Avenue Value Equity108.09105.97
Blackcrane Global Equity107.38105.77
ARGA Global Concentrated Strategy107.10105.19
Baillie Gifford Long Term Global Growth105.85104.37
Ecofin Energy Transition Composite98.6695.21
Pzena Global Best Ideas94.8793.36
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


World Stock5 year gross return5 year net return
Baillie Gifford Long Term Global Growth33.6232.69
Baron Global Advantage Strategy32.3431.65
Baillie Gifford Global Stewardship26.7726.08
Morgan Stanley Global Opportunity26.4925.27
Jennison Global Equity Opportunities25.9925.04
T. Rowe Price Glb Focused Growth Equity24.8224.08
Sands Global Growth Eqty23.5022.47
DSM Global Focus Equity21.6520.32
T. Rowe Price Global Growth Equity20.8120.10
Wellington Global Fundamental Growth AUS20.8819.98
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Natural Resources1 year gross return1 year net return
Jennison Global Natural Resources124.00122.33
VanEck Global Hard Assets Composite120.48119.04
GMO Resources Strategy112.87111.38
Financial Trust Global Resources96.5394.11
Mellon Global Natural Resources95.1993.89
KBIGI Global Resource Solution93.4591.90
Cohen & Steers Natural Resource Eq Comp67.9866.90
KBIGI Water Strategy64.3262.98
Ecofin Global Water Composite49.2348.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Natural Resources5 year gross return5 year net return
GMO Resources Strategy21.2420.42
KBIGI Global Resource Solution16.2315.26
Ecofin Global Water Composite15.9515.02
KBIGI Water Strategy13.9112.95
Mellon Global Natural Resources11.3610.53
Cohen & Steers Natural Resource Eq Comp10.8010.08
Jennison Global Natural Resources8.277.61
Financial Trust Global Resources8.176.83
VanEck Global Hard Assets Composite7.296.49
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


World Allocation1 year gross return1 year net return
CLS Active Real68.4467.78
Calamos Global Opportunities Composite66.0064.92
CLS AdvisorOne Risk Budget 85 Mod Aggr59.0259.02
Innealta Global All Asset Opp Growth56.8555.36
WST All Equity57.0354.11
Leuthold Global Tactical ETF Portfolio50.9050.47
FEG Real Assets Portfolio48.1448.14
First Trust Balanced Closed-End Fund50.3348.08
Thornburg Investment Income Builder Sep47.5846.59
Sterling AS Growth (All Funds)45.1044.84
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


World Allocation5 year gross return5 year net return
Calamos Global Opportunities Composite14.2313.47
CLS AdvisorOne Risk Budget 85 Mod Aggr11.4111.41
Morgan Stanley Glbl Tactical Asset Alloc11.3111.01
Sterling AS Growth (All Funds)11.4110.78
WST All Equity13.0310.55
Innealta Global All Asset Opp Growth10.4910.17
Ivy Asset Composite10.789.94
Northern Trust NFP Passive Gr Mod Inc10.219.94
RiverFront ETF Dynamic Equity Income11.449.71
Stairway Dynamic Allocation - Growth10.529.69
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2031-20351 year gross return1 year net return
FIAM Blend Target Date 2035 Composite50.9950.52
Capital Group 2035 Target Date Ret Comp44.8144.81
FIAM Index Target Date 2035 Composite44.4744.32
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2031-20355 year gross return5 year net return
Capital Group 2035 Target Date Ret Comp13.5213.52
FIAM Blend Target Date 2035 Composite13.7613.49
FIAM Index Target Date 2035 Composite12.7812.68
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Short Government1 year gross return1 year net return
M.D. Sass 3-Year FI1.3016.15
Tannin Capital Short-Term Government2.462.09
Morgan Stanley U.S. Mortgage1.691.60
AB US Low Duration1.601.41
M.D. Sass 2-Year FI1.681.39
Sit Inv Short Dur Strat1.521.11
CS McKee Short Government1.341.10
Mellon Glb Govt-Short Dur (US$ Hedged)1.301.09
Bartlett & Co. Ltd Dur Fix-Inc0.540.38
INCORE Short Government Comp0.670.32
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Short Government5 year gross return5 year net return
M.D. Sass 3-Year FI2.725.23
Morgan Stanley U.S. Mortgage2.712.57
Sit Inv Short Dur Strat2.752.34
Federated Hermes Short-Interm U.S. Gov2.372.07
M.D. Sass 2-Year FI2.241.97
CS McKee Short Government2.111.89
INCORE Short Government Comp2.181.83
AB US Low Duration1.981.79
Eagle Government Securities Inst2.331.74
Mellon Glb Govt-Short Dur (US$ Hedged)1.821.65
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2036-20401 year gross return1 year net return
Q3 Voyage Target 204059.7859.01
FIAM Blend Target Date 2040 Composite57.1656.68
FIAM Index Target Date 2040 Composite50.0549.89
Capital Group 2040 Target Date Ret Comp49.2949.29
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2036-20405 year gross return5 year net return
Capital Group 2040 Target Date Ret Comp14.1914.19
FIAM Blend Target Date 2040 Composite14.2714.00
FIAM Index Target Date 2040 Composite13.2813.17
Q3 Voyage Target 2040n/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Foreign Large Growth1 year gross return1 year net return
Jenn Focused Global Eq Opportunities134.46119.93
Baillie Gifford Intl Concentrated Growth106.34104.97
Pinnacle International ADR97.7795.98
Pinnacle International Growth Equity93.0091.26
AllianzGI International Equity Growth94.0990.85
Financial Trust Intl ValueMomentum89.5787.23
Sands International Growth Equity Comp.88.4886.98
Baillie Gifford International Growth85.6884.59
Morgan Stanley International Opportunity85.1083.32
Lazard International Discounted Assets80.9780.43
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Foreign Large Growth5 year gross return5 year net return
Jenn Focused Global Eq Opportunities34.6731.31
Baillie Gifford Intl Concentrated Growth30.8529.99
Morgan Stanley International Opportunity25.1423.88
Baillie Gifford International Growth23.2322.49
Jennison Intl Eq Opportunities Cmpst22.2621.60
Morgan Stanley International Advantage21.0819.86
Wellington Global Capital Appreciation20.6619.59
AllianzGI International Equity Growth20.4919.30
WCM Focused Growth International ADR18.8118.08
WCM Inv Mgt Focused Growth Intl18.3217.59
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Health1 year gross return1 year net return
ARK Genomic Revolution186.43184.37
Financial Trust Health Value60.2258.24
Janus Henderson Global Life Sciences42.2441.36
PVG Emerging Healthcare36.1735.83
Lazard Genetic Therapies ADRn/an/a
Fidelity Advisor Health Care SMA (FIAM)n/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Health5 year gross return5 year net return
ARK Genomic Revolution41.3240.28
Janus Henderson Global Life Sciences15.8415.10
PVG Emerging Healthcare10.8910.83
Financial Trust Health Value8.807.45
Lazard Genetic Therapies ADRn/an/a
Fidelity Advisor Health Care SMA (FIAM)n/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Latin America Stock1 year gross return1 year net return
Financial Trust Latin Value Momentum62.9760.96
Latin American Equity56.1554.60
T. Rowe Price Latin America Equity52.5251.27
Morgan Stanley Latin America Equity46.5844.58
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Latin America Stock5 year gross return5 year net return
T. Rowe Price Latin America Equity7.556.64
Latin American Equity6.455.39
Morgan Stanley Latin America Equity4.633.93
Financial Trust Latin Value Momentum2.991.73
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Stable Value1 year gross return1 year net return
Dodge & Cox Intermediate Stable Value Co4.444.13
Putnam Stable Value Composite2.642.40
PIMCO Stable Value2.492.26
T. Rowe Price Stable Value2.282.08
Mellon Stable Value2.102.00
Invesco Stable Value2.202.00
Galliard Stable Value Composite2.301.89
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Stable Value5 year gross return5 year net return
Dodge & Cox Intermediate Stable Value Co3.262.96
PIMCO Stable Value2.892.64
Putnam Stable Value Composite2.442.19
Mellon Stable Value2.272.16
T. Rowe Price Stable Value2.302.11
Invesco Stable Value2.322.11
Galliard Stable Value Composite2.321.92
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2021-20251 year gross return1 year net return
FIAM Blend Target Date 2025 Composite35.5335.11
FIAM Index Target Date 2025 Composite30.5030.39
Capital Group 2025 Target Date Ret Comp30.1430.14
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2021-20255 year gross return5 year net return
FIAM Blend Target Date 2025 Composite11.0610.80
Capital Group 2025 Target Date Ret Comp10.3910.39
FIAM Index Target Date 2025 Composite10.1110.00
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Aggressive Allocation1 year gross return1 year net return
CLS Core Plus ETF Risk Budget 90 Agg60.7459.58
CLS Smart ETF Risk Budget 80 Mod Aggr59.5259.52
Confluence Growth and Income Alpha59.3459.34
Severin Moderate Growth60.5958.12
AAM Tactical Income56.8055.46
CLS Smart ETF Risk Budget 75 Mod Aggr55.4155.41
SIP U.S. Focused Total Return Muni CA 1055.3455.34
SIPP U.S. Focused Total Return Muni 1055.3155.31
SIP U.S. Focused Total Return Muni 1055.2455.24
SIPP U.S. Focused Total Return Tax 1055.1555.15
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Aggressive Allocation5 year gross return5 year net return
Calamos US Opportunities Composite15.4314.66
Severin Moderate Growth16.3914.44
Clark Navigator MultiStrategy 75-2514.0014.00
Congress Asset Mgt Multi-Cap Balanced14.0013.54
SSI Flexible Alloc-Moderately Aggressive14.3913.33
ASAP Conservative Growth Strategy13.5613.29
RBA Global Aggressive ETF12.9912.99
CLS American Funds Agg Growth 8512.9912.70
Confluence Growth and Income Alpha12.3912.27
Dorsey Wright Sys Reltv Strength Bal13.3012.24
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Small Blend1 year gross return1 year net return
Old West All Cap Opportunity192.49190.08
Fuller & Thaler Micro-Cap Core183.61180.80
Penn Capital Micro Cap Equity156.17154.81
Pinnacle Loprice156.41152.26
Tieton Small Cap Value151.34149.55
THB Micro Cap150.37147.55
Ironwood Inv Mgt Conc Small Cap Val133.10130.75
LaSalle Street Small Cap126.87126.07
Sterling Partners Small-Cap Value Focus125.23123.24
CMC SMID123.62122.73
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Small Blend5 year gross return5 year net return
Pinnacle Loprice23.6522.23
Old West All Cap Opportunity21.8320.70
Sterling Partners Small-Cap Value Diver21.5120.34
CMC SMID20.5920.11
THB Micro Cap21.2819.85
Penn Capital Micro Cap Equity20.0819.41
Ironwood Inv Mgt Conc Small Cap Val20.7919.09
EARNEST Small Cap Core20.1618.97
Azarias Focused Small Cap Value21.0918.96
PGI U.S. Small Cap Select Equity19.4718.73
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Long-Term Bond1 year gross return1 year net return
AXA Inv Mgrs US Inv Grade Corp10.6318.93
DCI Long Duration Corp Bond Strategy12.3512.13
Conning LDI Credit 15-25 Year Maturity12.5112.00
Macquarie US Long Duration Fix-Inc12.5311.92
Conning Long Duration Credit11.8911.60
Barings U.S. Invest. Grade Corp. Credit11.8111.53
FIAM Long Corporate Composite11.7411.44
Dorsey Wright Tactical Fixed Income11.9410.84
Mellon Long Corporate10.4610.23
Conning LDI Credit over 25 Year Maturity10.6310.23
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Long-Term Bond5 year gross return5 year net return
PIMCO Long Term Bond - Long Credit8.247.97
Dodge & Cox Long Duration FI Composite7.707.32
FIAM Long Corporate Composite7.587.28
Reams Long Duration Fixed Income7.397.25
Dorsey Wright Tactical Fixed Income8.187.24
PIMCO Long Term Bond Full Authority7.427.17
Mellon Long Corporate7.347.14
TCW Long Duration Credit7.337.14
Barrow Hanley Long Credit7.386.99
AXA Inv Mgrs US Inv Grade Corp5.596.86
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Emerging Markets Bond1 year gross return1 year net return
Stone Harbor EMD Total Return52.0550.54
VanEck Emerging Markets Bond35.5634.80
Stone Harbor Emerging Mkts Corp Dbt Cor30.9130.39
Lazard EM Debt - Corporate Broad29.4628.75
Stone Harbor Emerging Markets Debt27.5126.92
Invesco Emerging Market Corporate Bond27.0926.47
TCW Emerging Markets Fixed Income24.7424.21
Gramercy EMD High Yield Corporate25.3724.20
Loomis Sayles Emerging Markets Corp Debt24.5423.84
Eaton Vance EM Debt Opportunities24.5123.76
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Emerging Markets Bond5 year gross return5 year net return
Lazard EM Debt - Corporate Broad8.708.18
Eaton Vance EM Debt Opportunities8.728.05
Finisterre EMTR Composite8.347.48
Global Evolution Frontier Markets8.477.17
Stone Harbor Emerging Mkts Corp Dbt Cor7.426.96
T. Rowe Price Emerging Markets Corp Bd7.476.90
Capital Group EM Debt (USD) Composite6.696.69
Franklin Emerging Mkt Dbt Opp (USD) Comp7.386.64
MIM Emerging Markets Debt Corporate7.176.63
Gramercy EMD High Yield Corporate7.596.51
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Foreign Small/Mid Value1 year gross return1 year net return
Pzena Intl Small Cap Focused Value96.0494.80
Renaissance International Small Cap Eq86.4586.05
Metis Global Micro Cap Equity84.7382.98
ARGA International Small-Cap Strategy75.5973.92
Fundametrics International Small Cap72.6270.97
Causeway International Small Cap69.1267.93
GlobeFlex International Micro Cap Cmpst68.3766.92
ClearBridge International Small Cap68.1766.57
Metis International Small Cap Equity66.8665.82
Radin International Small Cap Value66.4964.98
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Foreign Small/Mid Value5 year gross return5 year net return
ARGA International Small-Cap Strategy14.2012.91
GlobeFlex International Micro Cap Cmpst11.5010.52
Renaissance International Small Cap Eq10.539.85
Causeway International Small Cap10.379.42
Metis Global Micro Cap Equity9.808.52
LSV Asset Mgt Intl Sm-Cap Val Eq8.967.89
SSgA International Small Cap Active8.517.06
ClearBridge International Small Cap7.656.59
Metis International Small Cap Equity7.066.21
Segall Bryant International Small Cap5.624.86
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2041-20451 year gross return1 year net return
FIAM Blend Target Date 2045 Composite57.1456.66
Capital Group 2045 Target Date Ret Comp50.5850.58
FIAM Index Target Date 2045 Composite50.0949.90
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2041-20455 year gross return5 year net return
Capital Group 2045 Target Date Ret Comp14.4714.47
FIAM Blend Target Date 2045 Composite14.2513.98
FIAM Index Target Date 2045 Composite13.2813.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Large Value1 year gross return1 year net return
Shapiro Capital Mgt All Cap Value111.73109.88
Polaris Concentrated Value110.39108.37
Pzena U.S. Best Ideas103.12102.08
Diamond Hill All Cap Select Equity101.61100.27
Pzena Focused Value99.4698.13
Polaris Focused Value99.2397.41
Pzena Large Cap Focused Value94.7994.11
JPM US Large Cap Value-Composite92.7391.66
Hotchkis & Wiley - Lg-Cap Divers Val89.2889.09
Olstein US Multi-Cap Value Equity90.7888.88
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Large Value5 year gross return5 year net return
Polaris Concentrated Value23.2322.02
Shapiro Capital Mgt All Cap Value20.7219.58
Polaris Focused Value20.5919.35
Cooke & Bieler Concentrated Value Equity18.9217.89
Seizert Capital Partners Core Equity18.3617.79
Hillman Advantage Value Equity SMA18.8717.71
MAP US Multi-Cap Value Composite18.7017.54
Mellon Focused Emerging Markets Equity18.0917.12
Cornerstone Concentrated 3017.6116.74
Seizert Capital Partners Large Cap Value17.0916.64
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Multisector Bond1 year gross return1 year net return
Herzfeld Fixed Income Composite41.3040.29
GVIC Focused Fixed Income Value Strategy29.6728.66
Newfleet Global Multi-Sector Income Comp26.8425.16
Invesco Multi Sector Income21.8421.09
Federated Hermes Strategic Multi-Sector20.8520.42
PineBridge Dynamic Fixed Income Comp20.9120.41
Fort Washington Flexible Income20.2120.03
Preferred Securities Fixed Income20.4920.02
Western Asset Multi-Asset Credit20.0319.33
Appleton Group Managed Income19.9718.88
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Multisector Bond5 year gross return5 year net return
Herzfeld Fixed Income Composite11.2810.45
GVIC Focused Fixed Income Value Strategy8.557.69
BW Global Multi-Sector Income (fka GITR)7.627.00
Loomis Sayles Multi-Sector Full Discretn7.316.96
LS Multisector Credit7.396.90
Newfleet Global Multi-Sector Income Comp8.336.87
PIMCO Diversified Income7.476.74
Federated Hermes Strategic Multi-Sector6.886.51
Newfleet Multi-Sector Opportunistic Cpst6.595.96
Thornburg Multisector Opportun Sep Acct6.605.95
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Bank Loan1 year gross return1 year net return
Invesco Euro Bank Loans Euro Composite31.9931.35
PGIM Fixed Inc US Sr Sec Loans Composite27.5026.80
Park Avenue Floating Rate Composite25.9825.20
Loomis Sayles Sr Floating Rate and FI24.3723.77
Park Avenue Floating Rate Bank Loan Only23.6423.06
Neuberger Berman Glob Snr Flt Rate Loans23.1322.06
Bain Capital Liquid Senior Loan21.2520.38
PineBridge Global Secured Credit Fund21.0020.34
Columbia Bank Loan Strategy21.0420.28
Newfleet Floating Rate Composite19.8419.25
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Bank Loan5 year gross return5 year net return
Park Avenue Floating Rate Composite6.906.36
Octagon Senior Secured Credit6.505.82
PGIM Fixed Inc US Sr Sec Loans Composite6.055.47
Loomis Sayles Sr Floating Rate and FI5.835.30
Bain Capital Liquid Senior Loan5.815.29
Park Avenue Floating Rate Bank Loan Only5.735.23
PGI Bank Loans5.695.17
PineBridge Global Secured Credit Fund5.655.07
Pacific Corporate Bank Loan Composite5.385.06
Stone Harbor Leveraged Loans5.244.93
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2016-20201 year gross return1 year net return
FIAM Blend Target Date 2020 Composite31.4030.99
Q3 Voyage Target 202027.7327.11
FIAM Index Target Date 2020 Composite26.8026.69
Capital Group 2020 Target Date Ret Comp25.1025.10
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Target Date 2016-20205 year gross return5 year net return
FIAM Blend Target Date 2020 Composite10.2810.02
FIAM Index Target Date 2020 Composite9.379.27
Capital Group 2020 Target Date Ret Comp9.009.00
Q3 Voyage Target 2020n/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Europe Stock1 year gross return1 year net return
T. Rowe Price Europe Smaller Comp Equity89.4988.33
Pzena European Focused Value81.4980.76
Baillie Gifford Europe ex UK81.0480.06
Baillie Gifford Pan-Europe80.0279.00
Mellon Euroland Small Cap Equity76.3174.64
Financial Trust Europe ValueMomentum75.1472.98
Brandes European Equity63.2362.20
PGI European Equity54.7354.09
Acadian European Equity Composite54.1853.07
SSgA Eurozone Value Spotlight54.4152.81
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Europe Stock5 year gross return5 year net return
Baillie Gifford Europe ex UK18.7118.03
T. Rowe Price Europe Smaller Comp Equity15.4714.65
Baillie Gifford Pan-Europe14.0813.37
Financial Trust Europe ValueMomentum13.8112.41
Mellon Euroland Small Cap Equity13.3412.25
T. Rowe Price Europe ex-UK Equity12.1511.60
PGI European Equity11.7911.32
NS Partners European Equity11.6611.00
Acadian European Equity Composite10.789.95
Wellington Strategic European Equity10.619.81
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Mid-Cap Growth1 year gross return1 year net return
ARK Disruptive Innovation Full Composite166.56166.07
ARK Disruptive Innovation Strategy SMA166.53165.94
Morgan Stanley Discovery162.83160.89
Columbus Circle Investors Sm Cap Growth151.25149.44
TFCM Core Growth148.30146.14
Baron Small to Mid Cap Growth Strategy139.54137.49
Columbus Circle Investors SMID Growth128.25126.53
NCG SMID Cap127.35126.50
Advisory Research U.S. Mid Cap Growth124.86123.10
Hood River Small/Mid-Cap Growth123.12121.15
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Mid-Cap Growth5 year gross return5 year net return
ARK Disruptive Innovation Full Composite43.2843.01
ARK Disruptive Innovation Strategy SMA40.5340.21
Morgan Stanley Discovery40.1539.06
Neuberger Berman Disrupters Portfolio31.3929.68
Advisory Research U.S. Mid Cap Growth30.6029.58
Columbus Circle Investors Sm Cap Growth30.1729.10
NCG SMID Cap30.3729.06
Columbus Circle Investors SMID Growth29.7928.73
Driehaus Small/Mid Cap Growth Strategy29.1328.34
Kayne Anderson Rudnick SC Sustain Growth29.5828.33
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Moderate Allocation1 year gross return1 year net return
MCA Balanced Portfolios67.2666.33
ICON - SBI Global Moderate66.6964.45
Johnson Institutional Mgt Enhanced Index58.7658.30
Q3 Voyage - Moderate58.4655.06
FPA Contrarian Value56.3754.86
Harris Equity and Income Comp54.8753.98
FEG Equity Portfolio54.1552.53
Severin Conservative Growth52.1349.52
Invesco Equity and Income Composite50.2449.37
Flippin, Bruce & Porter, Lg-Cap Val Bal50.1749.29
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Moderate Allocation5 year gross return5 year net return
MCA Balanced Portfolios20.1419.38
Johnson Institutional Mgt Enhanced Index16.6216.26
WJA Equity Oriented (Balanced) Composite15.2414.37
Congress Asset Mgt Balanced13.7313.11
Montag & Caldwell Balanced13.4512.97
ICON - SBI Global Moderate14.4212.93
Severin Conservative Growth14.7312.66
Karp U.S. Stable Growth and Income14.3612.62
Janus Henderson Balanced13.0812.50
Sit Inv Balanced13.0312.20
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Large Value1 year gross return1 year net return
Shapiro Capital Mgt All Cap Value111.73109.88
Polaris Concentrated Value110.39108.37
Pzena U.S. Best Ideas103.12102.08
Diamond Hill All Cap Select Equity101.61100.27
Pzena Focused Value99.4698.13
Polaris Focused Value99.2397.41
Pzena Large Cap Focused Value94.7994.11
JPM US Large Cap Value-Composite92.7391.66
Hotchkis & Wiley - Lg-Cap Divers Val89.2889.09
Olstein US Multi-Cap Value Equity90.7888.88
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Large Value5 year gross return5 year net return
Polaris Concentrated Value23.2322.02
Shapiro Capital Mgt All Cap Value20.7219.58
Polaris Focused Value20.5919.35
Cooke & Bieler Concentrated Value Equity18.9217.89
Seizert Capital Partners Core Equity18.3617.79
Hillman Advantage Value Equity SMA18.8717.71
MAP US Multi-Cap Value Composite18.7017.54
Mellon Focused Emerging Markets Equity18.0917.12
Cornerstone Concentrated 3017.6116.74
Seizert Capital Partners Large Cap Value17.0916.64
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Equity Energy1 year gross return1 year net return
KBIGI Energy Solutions Strategy129.77127.96
Calvert Global Energy Solutions115.34113.83
Orleans Energy Opportunities108.34106.41
Ivy Energy Model Portfolio99.0598.39
Ivy Energy Composite96.1494.48
Miller/Howard Drill Bit Burn Tip®86.2284.45
Miller/Howard Drill Bit Burn Tip® No K1s86.0084.23
Miller/Howard Drill Bit Burner Tip® SMA85.8780.61
Drill Bit to Burner Tip® No K1s SMA83.2678.08
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Equity Energy5 year gross return5 year net return
KBIGI Energy Solutions Strategy22.0621.04
Miller/Howard Drill Bit Burn Tip® No K1s5.474.42
Miller/Howard Drill Bit Burn Tip®3.122.09
Drill Bit to Burner Tip® No K1s SMA4.561.47
Miller/Howard Drill Bit Burner Tip® SMA2.86-0.19
Ivy Energy Compositen/a-0.77
Orleans Energy Opportunities-6.18-7.12
Calvert Global Energy Solutionsn/an/a
Ivy Energy Model Portfolion/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Foreign Small/Mid Growth1 year gross return1 year net return
Pinnacle International Small Cap Equity235.13231.47
Oberweis Intl Opportunities117.12115.53
Segall Bryant Fndtl Intl Small Cap101.68100.09
WCM International Small Cap Growth99.1497.80
Redwood International Small Cap92.7291.21
EAM Non US Micro Cap90.8788.98
Baillie Gifford Intl Smaller Companies87.7286.32
T. Rowe Price International Small-Cap Eq82.6180.97
Driehaus International Small Cap Gr81.8780.42
Rainier International Small Cap Equity78.4976.57
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Foreign Small/Mid Growth5 year gross return5 year net return
WCM International Small Cap Growth24.6523.91
Brown Capital Intl Small Company22.8622.10
Pinnacle International Small Cap Equity21.5520.07
Kayne Anderson Rudnick SC International19.6118.43
Redwood International Small Cap19.3718.29
THB International Opportunities17.7916.43
Segall Bryant Fndtl Intl Small Cap17.4216.23
T. Rowe Price International Small-Cap Eq17.3116.21
Oberweis Intl Opportunities17.0615.96
Wasatch Int'l Micro Cap Composite17.5315.79
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Pacific/Asia ex-Japan Stk1 year gross return1 year net return
Baillie Gifford Asia ex Japan110.70109.28
AllianzGI Total Return Asia Equity83.0679.50
AllianzGI Asia-Pfc ex Japan Eq(Core Reg)77.8476.21
Mirae Asset Asia Sector Leader Eq76.1274.20
RBC Asia Pacific ex Japan Equity68.4271.79
Fisher Investments Asia ex-Japan Equity70.7870.78
Morgan Stanley Asia Opportunity70.8068.90
RBC Asia ex Japan Equity67.2065.62
T. Rowe Price Asia Opportunities Eq Comp65.2064.08
Ninety One Asia Pacific Ex Japan64.9063.88
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Pacific/Asia ex-Japan Stk5 year gross return5 year net return
Morgan Stanley Asia Opportunity28.0126.56
Baillie Gifford Asia ex Japan24.8023.96
T. Rowe Price Asia Opportunities Eq Comp18.6917.87
Ninety One Asia Pacific Ex Japan17.0616.32
AllianzGI Total Return Asia Equity18.5416.29
T. Rowe Price Asia ex-Japan Equity16.9216.05
RBC Asia Pacific ex Japan Equity15.1415.60
Fisher Investments Asia ex-Japan Equity15.8815.42
Lazard Emg Markets Eq Blend Asia ADR16.0115.35
RBC Asia ex Japan Equity16.4215.32
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Ultrashort Bond1 year gross return1 year net return
FIAM Leveraged Loan Composite17.7917.21
BNP Paribas Mortgage Alpha14.1713.61
Dolan McEniry Core Plus11.9511.66
Pioneer Multi-Asset Ultrashort Income7.056.78
Schroders Enhanced Securitized6.626.09
RBC US Ultra Short Duration: Full Style6.216.00
Calvert Ultra-Short Duration Bond6.225.95
Federated Hermes Active Cash Broad5.915.79
Federated Hermes Low Duration Broad5.645.43
Winthrop Ultra-Short Fixed Income5.414.95
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Ultrashort Bond5 year gross return5 year net return
Dolan McEniry Core Plus5.305.04
FIAM Leveraged Loan Composite5.394.87
Schroders Enhanced Securitized4.203.68
Federated Hermes Low Duration Broad2.912.65
PIMCO Short Term2.912.47
Federated Hermes Trade Finance3.322.44
Federated Hermes Active Cash Broad2.612.42
RBC US Ultra Short Duration: Full Style2.582.37
Calvert Ultra-Short Duration Bond2.502.25
Winthrop Ultra-Short Fixed Income2.692.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Large Growth1 year gross return1 year net return
Baillie Gifford US Equity Growth145.40144.15
Morgan Stanley Insight126.65124.54
Morgan Stanley Growth120.81119.18
Evolutionary Tree Leading Innovators117.75116.28
LEIA CBI116.27116.27
SRA Kingsland Sustainable Growth118.03115.99
Mark Long Only117.05114.19
Zevenbergen Growth Equity110.24109.52
Macquarie US Multi Cap Growth Equity111.42109.44
Mark Focus110.16107.41
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Large Growth5 year gross return5 year net return
Morgan Stanley Insight38.9837.63
Baillie Gifford US Equity Growth36.9436.25
Zevenbergen Growth Equity34.5534.10
LEIA CBI33.3833.38
Baron High Growth Strategy34.6833.38
Morgan Stanley Growth34.0033.03
Mark Long Only31.5629.69
Mark Focus30.7328.87
Macquarie US Multi Cap Growth Equity29.4428.18
Maytech Global Growth Composite29.4427.94
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Small Growth1 year gross return1 year net return
Morgan Stanley Inception299.60296.82
Granahan Small Cap Select271.02267.77
Granahan SMID Select252.39249.22
Anchor Founders Value Institutional233.11232.65
Penn Capital Small to Micro Cap Equity213.58212.30
Next Century Growth Micro Cap Growth189.75188.06
TFCM Aspire180.86177.74
Driehaus Micro Cap Growth179.88177.58
Advisory Research U.S. Small Cap Growth175.77173.34
Spouting Rock Small Cap Growth168.28166.20
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Small Growth5 year gross return5 year net return
Morgan Stanley Inception45.6644.61
Next Century Growth Micro Cap Growth44.8343.91
Granahan Inv Mgt - Sm Cap Focused Grth44.5943.51
Granahan Small Cap Select44.5443.19
Granahan SMID Select42.2740.90
Granahan SC Advantage39.1638.55
Driehaus Micro Cap Growth38.3136.94
Advisory Research U.S. Small Cap Growth36.7335.48
Granahan Inv Mgt Sm-Cap Core Gr34.3633.73
Wasatch Small Cap Ultra Growth Composite34.7233.52
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


World Bond1 year gross return1 year net return
BW Global Unconstrained FI - Enhanced31.1429.54
Invesco International Bond22.4321.77
Brandywine Global Opportun Fxd Inc21.5621.05
Brandywine Intl Opportunistic Fxd Inc21.0920.56
Brandywine Global Opportunistic Tot Ret21.0520.22
Oaktree European Senior Loans20.6220.03
Wellington Opportunistic Fixed Income20.5619.91
Brandywine International Fixed Inc19.3218.79
Brandywine Global Fixed Income19.3918.74
PIMCO Non US Unhedged17.5916.95
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


World Bond5 year gross return5 year net return
Wellington Opportunistic Fixed Income6.746.17
MFS Global Aggregate Opportunistic FI5.735.29
T. Rowe Price Gbl Invmt Grade Corp Bond5.314.99
PGIM Fixed Income Global Total Return5.244.87
PIMCO Global Aggregate Hedged4.874.44
PIMCO International Bond USD-Hedged4.954.42
Brandywine Global Opportunistic Tot Ret5.134.39
LS Global Agg Bond in USD (HY Eligible)4.444.18
Putnam Core Global Fixed Income4.554.18
Brandywine Global Opportun Fxd Inc4.484.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Equity Precious Metals1 year gross return1 year net return
VanEck Gold Composite53.2052.21
WFAM Precious Metals36.4235.15
GAMCO Gold35.8134.55
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Equity Precious Metals5 year gross return5 year net return
VanEck Gold Composite13.0212.26
WFAM Precious Metals9.548.50
GAMCO Gold9.148.08
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Long Government1 year gross return1 year net return
Sterling Full Term Govt Credit SMA Wrap2.241.83
Donoghue Forlines Treasury-4.55-5.50
Hillswick Long Duration Government-5.74-6.18
DoubleLine Long Duration Total Return-9.94-12.24
PIMCO Long Duration Treasury-14.76-15.19
SSgA Long U.S. Govt Bond Index Strategy-15.57-15.63
Hoisington Inv Mgt Macroeconomic FI Comp-18.78-18.93
NISA 15+ STRIPS Fixed Income Composite-21.04-21.12
Barrow Hanley Extended Duration-22.36-22.55
Franklin U.S. Govt Ladder 5-20 Yr SMAn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Long Government5 year gross return5 year net return
Hillswick Long Duration Government5.785.31
Barrow Hanley Extended Duration4.153.90
NISA 15+ STRIPS Fixed Income Composite3.923.76
Hoisington Inv Mgt Macroeconomic FI Comp3.583.38
PIMCO Long Duration Treasury3.593.08
SSgA Long U.S. Govt Bond Index Strategy3.143.07
DoubleLine Long Duration Total Return4.022.77
Sterling Full Term Govt Credit SMA Wrapn/an/a
Donoghue Forlines Treasuryn/an/a
Franklin U.S. Govt Ladder 5-20 Yr SMAn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Japan Stock1 year gross return1 year net return
RBC Japan Equity65.2563.69
Baillie Gifford Japan All Cap60.1559.19
Eastspring Japan Focused Value Strategy59.1057.91
Lazard Japanese Strategic Equity57.5157.14
Lazard Japanese Equity57.1256.79
Baillie Gifford Japan Growth56.7355.78
Pzena Japan Focused Value54.1153.57
T. Rowe Price Japan Equity52.2851.46
FIAM Japan Growth52.1450.97
DS_ Japan Equity Fundamental Active48.0347.32
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021


Japan Stock5 year gross return5 year net return
T. Rowe Price Japan Equity16.4015.76
Baillie Gifford Japan All Cap16.2715.54
Baillie Gifford Japan Growth16.2115.52
RBC Japan Equity16.5015.40
DS_ Japan Equity SmallCap Absolute Value15.2414.45
Lazard Japanese Equity14.6514.31
Lazard Japanese Strategic Equity13.8513.41
DS_ Japan Equity High Conviction Value12.9912.43
FIAM Japan Growth13.2412.35
DS_ Japan Equity Value Plus Alpha12.1111.51
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021
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