Large Blend | 1 year gross return | 1 year net return |
---|---|---|
Euclid Advisory Large Cap Growth | 22.46 | 21.02 |
Copeland All Cap Dividend Growth | 20.20 | 19.49 |
Washington Crossing Rising Div Portfolio | 19.88 | 19.47 |
Gyroscope Low Volatility Portfolio | 20.96 | 18.81 |
Wellington Select Quality Equity | 19.56 | 18.75 |
JWB Equity Composite | 17.80 | 17.48 |
BFM High Quality Dividend Appreciation | 18.29 | 17.36 |
MFS Low Volatility US Equity | 17.69 | 17.29 |
OakBrook Select Equity | 17.63 | 17.20 |
Bahl & Gaynor Inv Counsel Quality Gr | 17.70 | 17.20 |
Source: Morningstar Separate Account/CIT Fund Database
Large Blend | 5 year gross return | 5 year net return |
---|---|---|
Euclid Advisory Large Cap Growth | 18.72 | 17.27 |
Andersen Weather Mark | 15.25 | 14.11 |
BFM High Quality Dividend Appreciation | 13.61 | 12.80 |
Mellon Capital Dynamic U.S. Equity Comp | 13.32 | 12.79 |
Fisher US Total Return | 12.97 | 12.67 |
AB US Strategic Core Equity | 12.97 | 12.47 |
Washington Crossing Rising Div Portfolio | 12.67 | 12.28 |
Chicago FactorSmart Dynamic Beta | 12.53 | 12.26 |
Stance Equity | 13.30 | 12.25 |
Calvert US Lg Cap Core Responsible strgy | 11.19 | 12.21 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Blend | 1 year gross return | 1 year net return |
---|---|---|
NewSouth Capital Mgt NSCM SMIDCap Val Eq | 15.75 | 14.91 |
Janus Henderson Opportunistic Alpha | 14.66 | 13.93 |
Morgan Dempsey Midcap Institutional | 14.67 | 13.58 |
The London Co Mid Cap | 13.68 | 13.25 |
Boston Trust Mid Cap Equity | 13.78 | 12.81 |
River Road Focused Absolute Value Comp | 12.88 | 12.44 |
SFE Pathways™ (SRI) All-Cap Composite | 12.87 | 12.39 |
Cambiar SMID Value | 13.11 | 12.38 |
Sterling SMID Opportunities SMA | 12.64 | 11.29 |
The CMC Dividend Appreciation | 11.68 | 11.20 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Blend | 5 year gross return | 5 year net return |
---|---|---|
The London Co Mid Cap | 11.31 | 10.85 |
Blackrock Russ 3000 Alpha Tilts Compt | 11.16 | 10.85 |
EARNEST Mid Cap Core | 11.69 | 10.57 |
Boston Trust Mid Cap Equity | 11.54 | 10.51 |
River Road Focused Absolute Value Comp | 11.00 | 10.43 |
Bahl & Gaynor - Small/Mid Cap Income Gr | 10.74 | 10.37 |
Clarkston Capital SMID Composite | 10.82 | 10.26 |
Piedmont Optimized SMid Core | 10.39 | 10.03 |
Zacks Mid-Cap Core Strategy | 10.79 | 10.00 |
EARNEST Mid Cap Value | 11.08 | 9.97 |
Source: Morningstar Separate Account/CIT Fund Database
Small Blend | 1 year gross return | 1 year net return |
---|---|---|
Gyroscope SMID Cap Low Vol Portfolio | 15.14 | 13.65 |
River Road Small-Mid Cap Val Eq Comp | 11.02 | 10.29 |
Burgundy US Small Cap Value Composite | 10.89 | 9.84 |
River Road Small Cap Value Eq Composite | 10.50 | 9.54 |
NewSouth Capital Mgt NSCM Sm Cap Val Eq | 9.21 | 8.40 |
RS Small Cap Value | 8.78 | 7.69 |
Segall Small Cap Value Concentrated | 7.90 | 7.49 |
Kennedy ESG SMID Cap | 7.79 | 7.17 |
Calvert Small Cap Core Strategy | 7.97 | 7.16 |
Wellington Small Cap Opportunities | 7.42 | 6.46 |
Source: Morningstar Separate Account/CIT Fund Database
Small Blend | 5 year gross return | 5 year net return |
---|---|---|
Jacobs Levy Small Cap (S&P 600) | 12.29 | 11.36 |
WCM Focused Small Cap | 11.38 | 11.14 |
Calvert Small Cap Core Strategy | 11.01 | 10.89 |
Martingale Low Volatility SmallCap+ | 11.62 | 10.59 |
Segall Small Cap Value Concentrated | 10.76 | 10.29 |
River Road Small-Mid Cap Val Eq Comp | 10.77 | 10.04 |
Wellington Small Cap Opportunities | 10.97 | 9.98 |
Jacobs Levy Small Cap (Russell 2000) | 10.86 | 9.94 |
River Road Small Cap Value Eq Composite | 10.77 | 9.87 |
Pacific Income Small Cap Core | 10.95 | 9.86 |
Source: Morningstar Separate Account/CIT Fund Database
Large Growth | 1 year gross return | 1 year net return |
---|---|---|
Atlanta High Quality Focused Growth | 27.50 | 26.63 |
Morgan Stanley Insight | 26.97 | 25.78 |
Atlanta High Quality Calvert Equity | 26.33 | 25.35 |
Commerce Large-cap Growth Composite | 17.25 | 25.27 |
Atlanta High Quality Focused Growth Wrap | 27.77 | 25.24 |
Marshfield Core Value Equity | 26.43 | 24.95 |
Atlanta High Quality Growth Plus | 25.52 | 24.66 |
Atlanta High Quality Select Equity | 24.37 | 23.64 |
TCW New America Premier Equities | 24.32 | 23.39 |
AB Concentrated US Growth | 23.77 | 22.74 |
Source: Morningstar Separate Account/CIT Fund Database
Large Growth | 5 year gross return | 5 year net return |
---|---|---|
Morgan Stanley Insight | 20.86 | 19.70 |
Peregrine Capital Mgt Large Cap Growth | 19.84 | 19.34 |
Morgan Stanley Growth | 18.32 | 17.46 |
Polen Focus Growth | 18.01 | 17.43 |
ARI Global Opportunities (ESG) | 17.01 | 16.90 |
Baillie Gifford US Equities | 17.54 | 16.86 |
Brown Advisory Lg-Cap Sustainable Growth | 17.10 | 16.49 |
Morgan Stanley Advantage | 17.02 | 16.40 |
Loomis Sayles All Cap Growth | 16.54 | 15.99 |
Commerce Large-cap Growth Composite | 15.03 | 15.90 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Growth | 1 year gross return | 1 year net return |
---|---|---|
Elemental Capital Small and Mid-Cap Gr | 33.65 | 31.12 |
Morgan Stanley Discovery | 30.61 | 29.58 |
Salient MLP High Conviction | 2.32 | 27.55 |
Riverbridge Concentrated Growth | 24.22 | 22.46 |
DF Dent Mid Cap Growth | 21.32 | 20.70 |
Brown Capital Mid Company | 21.20 | 20.55 |
BlackRock Md-Cap Gr Eq | 21.45 | 20.50 |
Kayne Anderson Rudnick Mid Sustain Gr | 21.16 | 20.28 |
Artisan U.S. Mid-Cap Growth | 21.12 | 20.02 |
Baron Mid Cap Growth Strategy | 20.98 | 19.79 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Growth | 5 year gross return | 5 year net return |
---|---|---|
Kayne Anderson Rudnick Mid Sustain Gr | 17.84 | 16.98 |
Kayne Anderson Rudnick Small Cap Core | 17.62 | 16.48 |
BlackRock Md-Cap Gr Eq | 17.06 | 16.27 |
Fiera Mid Cap Growth | 15.88 | 14.77 |
Janus Henderson Mid Cap Growth | 15.40 | 14.65 |
Brown Advisory Mid-Cap Composite | 15.27 | 14.57 |
Jackson Square - Smid-Cap Growth-Focus | 15.46 | 14.57 |
Riverbridge Concentrated Growth | 16.71 | 14.53 |
Snyder Capital Mgt Concen All-Cap Value | 15.62 | 14.51 |
Federated Kaufmann Growth Equity Comp | 15.96 | 14.36 |
Source: Morningstar Separate Account/CIT Fund Database
Small Growth | 1 year gross return | 1 year net return |
---|---|---|
Granahan Inv Mgt - Sm Cap Focused Grth | 32.47 | 31.28 |
Port Capital Small Cap Equity | 24.96 | 24.08 |
Morgan Stanley Inception | 21.66 | 20.83 |
Wasatch Small Cap Growth Composite | 21.31 | 20.25 |
Granahan SC Advantage | 20.64 | 20.14 |
Columbia Small Cap Growth | 21.19 | 20.12 |
Alger Small Cap Focus SMA Composite | 19.71 | 19.69 |
Kayne Anderson Rudnick SC Sustain Growth | 20.37 | 19.18 |
Next Century Growth Micro Cap Growth | 19.15 | 18.40 |
Alger Small Cap Focus Composite | 18.86 | 17.96 |
Source: Morningstar Separate Account/CIT Fund Database
Small Growth | 5 year gross return | 5 year net return |
---|---|---|
Kayne Anderson Rudnick SC Sustain Growth | 23.56 | 22.36 |
Granahan Inv Mgt - Sm Cap Focused Grth | 22.90 | 22.10 |
Next Century Growth Micro Cap Growth | 19.42 | 18.58 |
Kayne Anderson Rudnick SC Quality Select | 19.28 | 17.79 |
Ashford Small Company Growth | 17.74 | 16.91 |
Driehaus Micro Cap Growth | 18.06 | 16.90 |
Driehaus Small Cap Growth | 17.62 | 16.62 |
Friess Small Cap Growth | 17.15 | 16.13 |
Brown Capital Small Company | 17.12 | 16.11 |
Columbia Small Cap Growth | 16.08 | 15.05 |
Source: Morningstar Separate Account/CIT Fund Database
Large Value | 1 year gross return | 1 year net return |
---|---|---|
Dearborn High and Rising Dividends | 19.61 | 17.74 |
DCM US Large Cap Value Creators | 17.87 | 17.29 |
Madison Dividend Income | 17.71 | 16.90 |
BMO Disciplined US Low Volatility Equity | 16.81 | 16.28 |
Cooke & Bieler Concentrated Value Equity | 16.69 | 15.68 |
Conning High Dividend Equity | 15.89 | 15.43 |
SmithAssetMgt-Dividend Growth | 15.44 | 14.87 |
Crawford Inv Counsel Dividend Growth | 15.34 | 14.84 |
Nuance Concentrated Value | 15.60 | 14.75 |
Northern Trust QDF Defensive | 15.15 | 14.64 |
Source: Morningstar Separate Account/CIT Fund Database
Large Value | 5 year gross return | 5 year net return |
---|---|---|
Conning High Dividend Equity | 12.14 | 11.70 |
Goldman Sachs Enhanced Large-Cap | 11.32 | 10.99 |
AJO Top Cap | 10.87 | 10.63 |
PGFG Focused Equity | 11.89 | 10.57 |
MACRO Dividend Portfolio | 11.36 | 10.39 |
GLOBALT Equity Income | 10.94 | 10.36 |
Columbia Dividend Value | 11.05 | 10.36 |
BMO Disciplined US Low Volatility Equity | 10.89 | 10.35 |
Madison Dividend Income | 11.11 | 10.31 |
WFAM Golden Disciplined US Div Yield | 10.52 | 10.27 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Value | 1 year gross return | 1 year net return |
---|---|---|
Nuance Mid Cap Value Separate Account | 14.86 | 14.06 |
Anchor Mid Cap Value Institutional | 13.24 | 12.42 |
DCM US Mid Cap Value Creators | 12.38 | 11.77 |
MAP US Multi-Cap Value Composite | 11.86 | 10.76 |
Jensen Quality Value Composite | 9.97 | 9.25 |
WFAM Special US Mid Cap Value Eq | 9.53 | 8.61 |
Dean Mid Cap Value | 8.70 | 7.79 |
McKinley Capital U.S. Equity Income | 8.35 | 7.77 |
Dean Inv Mid-Cap Value | 8.70 | 7.66 |
Ceredex Mid Cap Value Equity | 7.95 | 7.14 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Value | 5 year gross return | 5 year net return |
---|---|---|
MAP US Multi-Cap Value Composite | 12.95 | 11.84 |
Levin Easterly Mid Cap Value | 11.77 | 10.67 |
Shapiro Capital Mgt All Cap Value | 11.66 | 10.60 |
Nuance Mid Cap Value Separate Account | 10.53 | 9.80 |
Clifford Capital All-Cap Value | 10.27 | 9.68 |
Sycamore Mid Cap Value Comp | 10.30 | 9.48 |
Anchor Mid Cap Value Institutional | 10.15 | 9.41 |
AJO Managed Volatility | 9.14 | 8.97 |
Boston Partners Mid-Cap Value Equity | 8.92 | 8.55 |
Cooke & Bieler Mid Cap Value Eq | 9.18 | 8.44 |
Source: Morningstar Separate Account/CIT Fund Database
Small Value | 1 year gross return | 1 year net return |
---|---|---|
Vulcan Value Partners Small Cap Stra | 7.21 | 6.31 |
Anchor Founders Value Institutional | 5.77 | 5.77 |
DePrince, Race & Zollo, Sm-Cap Val | 4.43 | 3.51 |
Ballast Quality Value SmallCap | 4.23 | 3.20 |
Sycamore Small Cap Value Comp | 4.19 | 3.16 |
Gabelli Small Cap SMA Wrap | 2.83 | 2.36 |
Horizon Small Cap Value | 1.95 | 1.95 |
DePrince, Race & Zollo SMID Cap Value | 1.95 | 1.10 |
Perkins Small Cap Value | 1.85 | 0.92 |
Olstein US SMID Value Equity | 1.28 | 0.28 |
Source: Morningstar Separate Account/CIT Fund Database
Small Value | 5 year gross return | 5 year net return |
---|---|---|
Pacific Ridge Capital Ptnrs Micro Cp Val | 11.71 | 10.00 |
Sycamore Small Cap Value Comp | 10.56 | 9.45 |
DePrince, Race & Zollo, Micro Cap Val | 9.57 | 8.45 |
Fuller & Thaler Small-Cap Value | 7.99 | 7.55 |
Jacobs Levy Sm Cap Val (R 2500 Val) | 8.41 | 7.51 |
Perkins Small Cap Value | 8.46 | 7.50 |
CornerCap Fundametrics Small | 8.61 | 7.43 |
WFAM Special US Small Cap Value Eq | 8.48 | 7.40 |
Denali Network Value Micro | 8.68 | 7.35 |
Hotchkis & Wiley -Small Cap Divsfd Value | 7.88 | 7.23 |
Source: Morningstar Separate Account/CIT Fund Database
Bear Market | 1 year gross return | 1 year net return |
---|---|---|
Federated Alternative Bear Equity Comp | -10.52 | -11.64 |
Source: Morningstar Separate Account/CIT Fund Database
Bear Market | 5 year gross return | 5 year net return |
---|---|---|
Federated Alternative Bear Equity Comp | -10.86 | -12.13 |
Source: Morningstar Separate Account/CIT Fund Database
Financial | 1 year gross return | 1 year net return |
---|---|---|
Manole Fin Tech | 15.44 | 14.30 |
Confluence BDC-Wrap | 10.89 | 9.26 |
McKinley Capital Business Development Co | 8.09 | 6.78 |
Penn Capital FinTech Catalyst | -3.47 | -3.66 |
ZPR Volume Value | -4.18 | -5.76 |
ZPR Volume Winners | -6.27 | -7.46 |
J.P. Morgan Global Bank Opportunities | -10.11 | -11.34 |
Source: Morningstar Separate Account/CIT Fund Database
Financial | 5 year gross return | 5 year net return |
---|---|---|
ZPR Volume Value | 15.92 | 14.06 |
ZPR Volume Winners | 13.79 | 12.04 |
Penn Capital FinTech Catalyst | 11.76 | 11.48 |
Confluence BDC-Wrap | 4.73 | 3.24 |
Manole Fin Tech | 0.00 | 0.00 |
McKinley Capital Business Development Co | 0.00 | 0.00 |
J.P. Morgan Global Bank Opportunities | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Health | 1 year gross return | 1 year net return |
---|---|---|
ARK Genomic Revolution | 22.01 | 21.09 |
Nicholas Inv-NicHealth | 16.76 | 14.54 |
Janus Henderson Global Life Sciences | 11.37 | 10.66 |
Financial Trust Health Value | -8.71 | -9.84 |
Source: Morningstar Separate Account/CIT Fund Database
Health | 5 year gross return | 5 year net return |
---|---|---|
Janus Henderson Global Life Sciences | 11.40 | 10.69 |
Financial Trust Health Value | 6.04 | 4.73 |
ARK Genomic Revolution | 0.00 | 0.00 |
Nicholas Inv-NicHealth | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Natural Resources | 1 year gross return | 1 year net return |
---|---|---|
KBIGI Global Resource Solution | 5.26 | 4.37 |
Cohen & Steers Natural Resources | 2.45 | 1.78 |
Investec Global Natural Res Composite | -2.99 | -3.72 |
Wellington Global Natural Resources | -4.64 | -5.62 |
The Boston Global Natural Resources | -9.48 | -10.17 |
Jennison Global Natural Resources | -16.38 | -17.01 |
Financial Trust Global Resources | -20.22 | -21.21 |
Source: Morningstar Separate Account/CIT Fund Database
Natural Resources | 5 year gross return | 5 year net return |
---|---|---|
KBIGI Global Resource Solution | 1.23 | 0.37 |
Cohen & Steers Natural Resources | 0.10 | -0.54 |
The Boston Global Natural Resources | -0.96 | -1.74 |
Investec Global Natural Res Composite | -1.96 | -2.72 |
Wellington Global Natural Resources | -2.34 | -3.31 |
Financial Trust Global Resources | -7.82 | -8.96 |
Jennison Global Natural Resources | -9.65 | -10.08 |
Source: Morningstar Separate Account/CIT Fund Database
Equity Precious Metals | 1 year gross return | 1 year net return |
---|---|---|
WFAM Precious Metals | 16.50 | 15.40 |
GAMCO Gold | 14.14 | 13.05 |
VanEck Global Hard Assets Composite | -18.39 | -19.03 |
Source: Morningstar Separate Account/CIT Fund Database
Equity Precious Metals | 5 year gross return | 5 year net return |
---|---|---|
GAMCO Gold | -0.31 | -1.27 |
WFAM Precious Metals | -0.33 | -1.28 |
VanEck Global Hard Assets Composite | -10.60 | -11.31 |
Source: Morningstar Separate Account/CIT Fund Database
Real Estate | 1 year gross return | 1 year net return |
---|---|---|
Adelante NewCORE Strategy | 21.46 | 20.62 |
Cohen & Steers US Realty TR SMA | 16.55 | 15.71 |
Cohen & Steers US Realty Total Return | 16.50 | 15.56 |
WFAM PMV REIT Equity | 16.28 | 15.42 |
PGI Real Estate Equity Securities | 15.50 | 14.90 |
Cohen & Steers US Realty Focus | 15.32 | 14.46 |
Wellington Real Estate Securities | 14.45 | 13.56 |
American Century US Real Estate Secs | 14.49 | 13.34 |
LaSalle U.S. Real Estate Securities | 13.55 | 12.87 |
Adelante Total Return Strategy Composite | 13.09 | 12.60 |
Source: Morningstar Separate Account/CIT Fund Database
Real Estate | 5 year gross return | 5 year net return |
---|---|---|
Cohen & Steers US Realty Focus | 12.36 | 11.43 |
PGI Real Estate Equity Securities | 10.38 | 9.78 |
Heitman US Focused RE Securities | 10.45 | 9.74 |
Heitman US RE Securities | 10.06 | 9.54 |
Anchor REIT | 10.06 | 9.50 |
Cohen & Steers US Realty TR SMA | 10.09 | 9.28 |
Cohen & Steers US Realty Total Return | 10.09 | 9.19 |
Wellington Real Estate Securities | 9.66 | 8.84 |
Sterling Stratton Real Estate Composite | 9.46 | 8.82 |
Chilton Capital REIT | 9.60 | 8.67 |
Source: Morningstar Separate Account/CIT Fund Database
Technology | 1 year gross return | 1 year net return |
---|---|---|
Princeton Young Enterprise Shares (YES) | 24.07 | 22.72 |
J.P. Morgan US Technology Leaders - MA | 21.03 | 20.59 |
Wellington Global Technology | 14.50 | 13.65 |
Wellington Global Technology Opps | 14.51 | 13.64 |
Janus Henderson Global Technology | 13.95 | 13.23 |
AllianzGI Global Technology Equity | 14.15 | 13.03 |
Oak Associates Technology Portfolio | 13.98 | 12.29 |
Zevenbergen Genea Growth | 12.75 | 11.71 |
Columbia Global Technology Growth | 12.13 | 11.03 |
MFS Technology Equity | 11.26 | 10.47 |
Source: Morningstar Separate Account/CIT Fund Database
Technology | 5 year gross return | 5 year net return |
---|---|---|
J.P. Morgan US Technology Leaders - MA | 21.02 | 20.57 |
RS Science And Technology Composite | 21.25 | 20.05 |
Columbia Global Technology Growth | 20.56 | 19.39 |
Zevenbergen Genea Growth | 19.53 | 18.45 |
MFS Technology Equity | 19.30 | 18.42 |
Janus Henderson Global Technology | 18.96 | 18.19 |
AllianzGI Global Technology Equity | 18.67 | 17.63 |
Wellington Global Technology | 18.18 | 17.31 |
Wellington Global Technology Opps | 17.68 | 16.79 |
Oak Associates Technology Portfolio | 16.30 | 15.21 |
Source: Morningstar Separate Account/CIT Fund Database
Utilities | 1 year gross return | 1 year net return |
---|---|---|
Miller/Howard – Utilities Plus | 17.05 | 15.90 |
MFS Utilities Equity | 15.30 | 14.55 |
Source: Morningstar Separate Account/CIT Fund Database
Utilities | 5 year gross return | 5 year net return |
---|---|---|
Miller/Howard – Utilities Plus | 7.95 | 6.88 |
MFS Utilities Equity | 5.15 | 4.47 |
Source: Morningstar Separate Account/CIT Fund Database
Equity Energy | 1 year gross return | 1 year net return |
---|---|---|
Miller/Howard Drill Bit Burn Tip® No K1s | -5.09 | -6.05 |
Miller/Howard Drill Bit Burn Tip® | -6.51 | -7.45 |
Drill Bit to Burner Tip® No K1s SMA | -5.51 | -8.32 |
Miller/Howard Drill Bit Burner Tip® SMA | -6.69 | -9.47 |
Tortoise Select Energy Opportunity | -15.59 | -16.31 |
Wellington Energy | -18.24 | -19.08 |
BP Capital TwinLine Energy | -23.47 | -24.42 |
Orleans Energy Opportunities | -33.96 | -34.64 |
Ivy Energy Model Portfolio | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Equity Energy | 5 year gross return | 5 year net return |
---|---|---|
Miller/Howard Drill Bit Burn Tip® | -3.70 | -4.66 |
Miller/Howard Drill Bit Burn Tip® No K1s | -3.78 | -4.74 |
BP Capital TwinLine Energy | -5.46 | -6.55 |
Drill Bit to Burner Tip® No K1s SMA | -3.78 | -6.64 |
Miller/Howard Drill Bit Burner Tip® SMA | -3.78 | -6.64 |
Tortoise Select Energy Opportunity | -6.94 | -7.82 |
Wellington Energy | -7.83 | -8.76 |
Orleans Energy Opportunities | -17.04 | -17.89 |
Ivy Energy Model Portfolio | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Aggressive Allocation | 1 year gross return | 1 year net return |
---|---|---|
Congress Asset Mgt Multi-Cap Balanced | 11.34 | 10.90 |
Eads & Heald Wealth Managment Bal | 11.14 | 10.22 |
Bartlett & Co. Socially Responsible Bal | 10.72 | 10.14 |
iSectors Post-MPT Growth Allocation | 10.19 | 9.32 |
C.J. Lawrence Balanced Strategy | 10.58 | 9.04 |
Calamos US Opportunities Composite | 9.46 | 8.74 |
Securian AM Real Asset Income | 9.35 | 8.69 |
CNR Capital Growth Txbl | 9.33 | 8.04 |
Peavine Capital Aggressive | 8.19 | 7.77 |
Nuveen Stable Gr Bal Advsr Spnsrd | 11.00 | 7.74 |
Source: Morningstar Separate Account/CIT Fund Database
Aggressive Allocation | 5 year gross return | 5 year net return |
---|---|---|
Clark Navigator MultiStrategy 75-25 | 8.54 | 8.54 |
Congress Asset Mgt Multi-Cap Balanced | 8.58 | 8.14 |
Calamos US Opportunities Composite | 8.75 | 8.03 |
Eads & Heald Wealth Managment Bal | 8.83 | 7.93 |
C.J. Lawrence Balanced Strategy | 9.11 | 7.89 |
SMART Portfolio-Mod Agg-American Core | 7.86 | 7.86 |
Dorsey Wright Sys Reltv Strength Bal | 8.89 | 7.83 |
Atalanta Sosnoff Balanced | 8.44 | 7.78 |
SMART Portfolio-Mod Agg-Transamerica | 7.78 | 7.78 |
SMART Portfolio-Mod Agg-iShares Core | 7.66 | 7.66 |
Source: Morningstar Separate Account/CIT Fund Database
Bank Loan | 1 year gross return | 1 year net return |
---|---|---|
BNP Paribas Global Loans | 6.83 | 6.19 |
Bain Capital Liquid Senior Loan | 4.82 | 4.43 |
T. Rowe Price Floating Rate Bank Loan | 4.91 | 4.39 |
Stone Harbor Leveraged Loans | 4.57 | 4.27 |
TCW Bank Loans | 4.85 | 4.27 |
Penn Capital Def Floating Rate Inc | 4.68 | 4.26 |
MacKay Hi Yld Floating Rate Composite | 4.79 | 4.23 |
Aegon Bank Loans | 4.80 | 4.23 |
Pacific Corporate Bank Loan Composite | 4.63 | 4.09 |
Shenkman Capital Mgt Bank Loan Composite | 4.59 | 4.08 |
Source: Morningstar Separate Account/CIT Fund Database
Bank Loan | 5 year gross return | 5 year net return |
---|---|---|
Octagon Senior Secured Credit | 5.30 | 4.62 |
Pacific Corporate Bank Loan Composite | 4.32 | 4.18 |
Eaton Vance Mgt Senior Secured Floating | 4.52 | 4.03 |
Aegon Bank Loans | 4.58 | 4.00 |
MacKay Hi Yld Floating Rate Composite | 4.58 | 3.96 |
Federated Bank Loan Composite | 4.47 | 3.95 |
Loomis Sayles Sr Floating Rate and FI | 4.45 | 3.94 |
Aegon Bank Loans Constrained | 4.45 | 3.93 |
PGIM Fixed Inc US Sr Sec Loans Composite | 4.45 | 3.88 |
T. Rowe Price Floating Rate Bank Loan | 4.30 | 3.79 |
Source: Morningstar Separate Account/CIT Fund Database
Small Value | 1 year gross return | 1 year net return |
---|---|---|
Vulcan Value Partners Small Cap Stra | 7.21 | 6.31 |
Anchor Founders Value Institutional | 5.77 | 5.77 |
DePrince, Race & Zollo, Sm-Cap Val | 4.43 | 3.51 |
Ballast Quality Value SmallCap | 4.23 | 3.20 |
Sycamore Small Cap Value Comp | 4.19 | 3.16 |
Gabelli Small Cap SMA Wrap | 2.83 | 2.36 |
Horizon Small Cap Value | 1.95 | 1.95 |
DePrince, Race & Zollo SMID Cap Value | 1.95 | 1.10 |
Perkins Small Cap Value | 1.85 | 0.92 |
Olstein US SMID Value Equity | 1.28 | 0.28 |
Source: Morningstar Separate Account/CIT Fund Database
Small Value | 5 year gross return | 5 year net return |
---|---|---|
Pacific Ridge Capital Ptnrs Micro Cp Val | 11.71 | 10.00 |
Sycamore Small Cap Value Comp | 10.56 | 9.45 |
DePrince, Race & Zollo, Micro Cap Val | 9.57 | 8.45 |
Fuller & Thaler Small-Cap Value | 7.99 | 7.55 |
Jacobs Levy Sm Cap Val (R 2500 Val) | 8.41 | 7.51 |
Perkins Small Cap Value | 8.46 | 7.50 |
CornerCap Fundametrics Small | 8.61 | 7.43 |
WFAM Special US Small Cap Value Eq | 8.48 | 7.40 |
Denali Network Value Micro | 8.68 | 7.35 |
Hotchkis & Wiley -Small Cap Divsfd Value | 7.88 | 7.23 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Value | 1 year gross return | 1 year net return |
---|---|---|
Nuance Mid Cap Value Separate Account | 14.86 | 14.06 |
Anchor Mid Cap Value Institutional | 13.24 | 12.42 |
DCM US Mid Cap Value Creators | 12.38 | 11.77 |
MAP US Multi-Cap Value Composite | 11.86 | 10.76 |
Jensen Quality Value Composite | 9.97 | 9.25 |
WFAM Special US Mid Cap Value Eq | 9.53 | 8.61 |
Dean Mid Cap Value | 8.70 | 7.79 |
McKinley Capital U.S. Equity Income | 8.35 | 7.77 |
Dean Inv Mid-Cap Value | 8.70 | 7.66 |
Ceredex Mid Cap Value Equity | 7.95 | 7.14 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Value | 5 year gross return | 5 year net return |
---|---|---|
MAP US Multi-Cap Value Composite | 12.95 | 11.84 |
Levin Easterly Mid Cap Value | 11.77 | 10.67 |
Shapiro Capital Mgt All Cap Value | 11.66 | 10.60 |
Nuance Mid Cap Value Separate Account | 10.53 | 9.80 |
Clifford Capital All-Cap Value | 10.27 | 9.68 |
Sycamore Mid Cap Value Comp | 10.30 | 9.48 |
Anchor Mid Cap Value Institutional | 10.15 | 9.41 |
AJO Managed Volatility | 9.14 | 8.97 |
Boston Partners Mid-Cap Value Equity | 8.92 | 8.55 |
Cooke & Bieler Mid Cap Value Eq | 9.18 | 8.44 |
Source: Morningstar Separate Account/CIT Fund Database
Large Value | 1 year gross return | 1 year net return |
---|---|---|
Dearborn High and Rising Dividends | 19.61 | 17.74 |
DCM US Large Cap Value Creators | 17.87 | 17.29 |
Madison Dividend Income | 17.71 | 16.90 |
BMO Disciplined US Low Volatility Equity | 16.81 | 16.28 |
Cooke & Bieler Concentrated Value Equity | 16.69 | 15.68 |
Conning High Dividend Equity | 15.89 | 15.43 |
SmithAssetMgt-Dividend Growth | 15.44 | 14.87 |
Crawford Inv Counsel Dividend Growth | 15.34 | 14.84 |
Nuance Concentrated Value | 15.60 | 14.75 |
Northern Trust QDF Defensive | 15.15 | 14.64 |
Source: Morningstar Separate Account/CIT Fund Database
Large Value | 5 year gross return | 5 year net return |
---|---|---|
Conning High Dividend Equity | 12.14 | 11.70 |
Goldman Sachs Enhanced Large-Cap | 11.32 | 10.99 |
AJO Top Cap | 10.87 | 10.63 |
PGFG Focused Equity | 11.89 | 10.57 |
MACRO Dividend Portfolio | 11.36 | 10.39 |
GLOBALT Equity Income | 10.94 | 10.36 |
Columbia Dividend Value | 11.05 | 10.36 |
BMO Disciplined US Low Volatility Equity | 10.89 | 10.35 |
Madison Dividend Income | 11.11 | 10.31 |
WFAM Golden Disciplined US Div Yield | 10.52 | 10.27 |
Source: Morningstar Separate Account/CIT Fund Database
Small Growth | 1 year gross return | 1 year net return |
---|---|---|
Granahan Inv Mgt - Sm Cap Focused Grth | 32.47 | 31.28 |
Port Capital Small Cap Equity | 24.96 | 24.08 |
Morgan Stanley Inception | 21.66 | 20.83 |
Wasatch Small Cap Growth Composite | 21.31 | 20.25 |
Granahan SC Advantage | 20.64 | 20.14 |
Columbia Small Cap Growth | 21.19 | 20.12 |
Alger Small Cap Focus SMA Composite | 19.71 | 19.69 |
Kayne Anderson Rudnick SC Sustain Growth | 20.37 | 19.18 |
Next Century Growth Micro Cap Growth | 19.15 | 18.40 |
Alger Small Cap Focus Composite | 18.86 | 17.96 |
Source: Morningstar Separate Account/CIT Fund Database
Small Growth | 5 year gross return | 5 year net return |
---|---|---|
Kayne Anderson Rudnick SC Sustain Growth | 23.56 | 22.36 |
Granahan Inv Mgt - Sm Cap Focused Grth | 22.90 | 22.10 |
Next Century Growth Micro Cap Growth | 19.42 | 18.58 |
Kayne Anderson Rudnick SC Quality Select | 19.28 | 17.79 |
Ashford Small Company Growth | 17.74 | 16.91 |
Driehaus Micro Cap Growth | 18.06 | 16.90 |
Driehaus Small Cap Growth | 17.62 | 16.62 |
Friess Small Cap Growth | 17.15 | 16.13 |
Brown Capital Small Company | 17.12 | 16.11 |
Columbia Small Cap Growth | 16.08 | 15.05 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Growth | 1 year gross return | 1 year net return |
---|---|---|
Elemental Capital Small and Mid-Cap Gr | 33.65 | 31.12 |
Morgan Stanley Discovery | 30.61 | 29.58 |
Salient MLP High Conviction | 2.32 | 27.55 |
Riverbridge Concentrated Growth | 24.22 | 22.46 |
DF Dent Mid Cap Growth | 21.32 | 20.70 |
Brown Capital Mid Company | 21.20 | 20.55 |
BlackRock Md-Cap Gr Eq | 21.45 | 20.50 |
Kayne Anderson Rudnick Mid Sustain Gr | 21.16 | 20.28 |
Artisan U.S. Mid-Cap Growth | 21.12 | 20.02 |
Baron Mid Cap Growth Strategy | 20.98 | 19.79 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Growth | 5 year gross return | 5 year net return |
---|---|---|
Kayne Anderson Rudnick Mid Sustain Gr | 17.84 | 16.98 |
Kayne Anderson Rudnick Small Cap Core | 17.62 | 16.48 |
BlackRock Md-Cap Gr Eq | 17.06 | 16.27 |
Fiera Mid Cap Growth | 15.88 | 14.77 |
Janus Henderson Mid Cap Growth | 15.40 | 14.65 |
Brown Advisory Mid-Cap Composite | 15.27 | 14.57 |
Jackson Square - Smid-Cap Growth-Focus | 15.46 | 14.57 |
Riverbridge Concentrated Growth | 16.71 | 14.53 |
Snyder Capital Mgt Concen All-Cap Value | 15.62 | 14.51 |
Federated Kaufmann Growth Equity Comp | 15.96 | 14.36 |
Source: Morningstar Separate Account/CIT Fund Database
Large Growth | 1 year gross return | 1 year net return |
---|---|---|
Atlanta High Quality Focused Growth | 27.50 | 26.63 |
Morgan Stanley Insight | 26.97 | 25.78 |
Atlanta High Quality Calvert Equity | 26.33 | 25.35 |
Commerce Large-cap Growth Composite | 17.25 | 25.27 |
Atlanta High Quality Focused Growth Wrap | 27.77 | 25.24 |
Marshfield Core Value Equity | 26.43 | 24.95 |
Atlanta High Quality Growth Plus | 25.52 | 24.66 |
Atlanta High Quality Select Equity | 24.37 | 23.64 |
TCW New America Premier Equities | 24.32 | 23.39 |
AB Concentrated US Growth | 23.77 | 22.74 |
Source: Morningstar Separate Account/CIT Fund Database
Large Growth | 5 year gross return | 5 year net return |
---|---|---|
Morgan Stanley Insight | 20.86 | 19.70 |
Peregrine Capital Mgt Large Cap Growth | 19.84 | 19.34 |
Morgan Stanley Growth | 18.32 | 17.46 |
Polen Focus Growth | 18.01 | 17.43 |
ARI Global Opportunities (ESG) | 17.01 | 16.90 |
Baillie Gifford US Equities | 17.54 | 16.86 |
Brown Advisory Lg-Cap Sustainable Growth | 17.10 | 16.49 |
Morgan Stanley Advantage | 17.02 | 16.40 |
Loomis Sayles All Cap Growth | 16.54 | 15.99 |
Commerce Large-cap Growth Composite | 15.03 | 15.90 |
Source: Morningstar Separate Account/CIT Fund Database
Small Blend | 1 year gross return | 1 year net return |
---|---|---|
Gyroscope SMID Cap Low Vol Portfolio | 15.14 | 13.65 |
River Road Small-Mid Cap Val Eq Comp | 11.02 | 10.29 |
Burgundy US Small Cap Value Composite | 10.89 | 9.84 |
River Road Small Cap Value Eq Composite | 10.50 | 9.54 |
NewSouth Capital Mgt NSCM Sm Cap Val Eq | 9.21 | 8.40 |
RS Small Cap Value | 8.78 | 7.69 |
Segall Small Cap Value Concentrated | 7.90 | 7.49 |
Kennedy ESG SMID Cap | 7.79 | 7.17 |
Calvert Small Cap Core Strategy | 7.97 | 7.16 |
Wellington Small Cap Opportunities | 7.42 | 6.46 |
Source: Morningstar Separate Account/CIT Fund Database
Small Blend | 5 year gross return | 5 year net return |
---|---|---|
Jacobs Levy Small Cap (S&P 600) | 12.29 | 11.36 |
WCM Focused Small Cap | 11.38 | 11.14 |
Calvert Small Cap Core Strategy | 11.01 | 10.89 |
Martingale Low Volatility SmallCap+ | 11.62 | 10.59 |
Segall Small Cap Value Concentrated | 10.76 | 10.29 |
River Road Small-Mid Cap Val Eq Comp | 10.77 | 10.04 |
Wellington Small Cap Opportunities | 10.97 | 9.98 |
Jacobs Levy Small Cap (Russell 2000) | 10.86 | 9.94 |
River Road Small Cap Value Eq Composite | 10.77 | 9.87 |
Pacific Income Small Cap Core | 10.95 | 9.86 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Blend | 1 year gross return | 1 year net return |
---|---|---|
NewSouth Capital Mgt NSCM SMIDCap Val Eq | 15.75 | 14.91 |
Janus Henderson Opportunistic Alpha | 14.66 | 13.93 |
Morgan Dempsey Midcap Institutional | 14.67 | 13.58 |
The London Co Mid Cap | 13.68 | 13.25 |
Boston Trust Mid Cap Equity | 13.78 | 12.81 |
River Road Focused Absolute Value Comp | 12.88 | 12.44 |
SFE Pathways™ (SRI) All-Cap Composite | 12.87 | 12.39 |
Cambiar SMID Value | 13.11 | 12.38 |
Sterling SMID Opportunities SMA | 12.64 | 11.29 |
The CMC Dividend Appreciation | 11.68 | 11.20 |
Source: Morningstar Separate Account/CIT Fund Database
Mid-Cap Blend | 5 year gross return | 5 year net return |
---|---|---|
The London Co Mid Cap | 11.31 | 10.85 |
Blackrock Russ 3000 Alpha Tilts Compt | 11.16 | 10.85 |
EARNEST Mid Cap Core | 11.69 | 10.57 |
Boston Trust Mid Cap Equity | 11.54 | 10.51 |
River Road Focused Absolute Value Comp | 11.00 | 10.43 |
Bahl & Gaynor - Small/Mid Cap Income Gr | 10.74 | 10.37 |
Clarkston Capital SMID Composite | 10.82 | 10.26 |
Piedmont Optimized SMid Core | 10.39 | 10.03 |
Zacks Mid-Cap Core Strategy | 10.79 | 10.00 |
EARNEST Mid Cap Value | 11.08 | 9.97 |
Source: Morningstar Separate Account/CIT Fund Database
Large Blend | 1 year gross return | 1 year net return |
---|---|---|
Euclid Advisory Large Cap Growth | 22.46 | 21.02 |
Copeland All Cap Dividend Growth | 20.20 | 19.49 |
Washington Crossing Rising Div Portfolio | 19.88 | 19.47 |
Gyroscope Low Volatility Portfolio | 20.96 | 18.81 |
Wellington Select Quality Equity | 19.56 | 18.75 |
JWB Equity Composite | 17.80 | 17.48 |
BFM High Quality Dividend Appreciation | 18.29 | 17.36 |
MFS Low Volatility US Equity | 17.69 | 17.29 |
OakBrook Select Equity | 17.63 | 17.20 |
Bahl & Gaynor Inv Counsel Quality Gr | 17.70 | 17.20 |
Source: Morningstar Separate Account/CIT Fund Database
Large Blend | 5 year gross return | 5 year net return |
---|---|---|
Euclid Advisory Large Cap Growth | 18.72 | 17.27 |
Andersen Weather Mark | 15.25 | 14.11 |
BFM High Quality Dividend Appreciation | 13.61 | 12.80 |
Mellon Capital Dynamic U.S. Equity Comp | 13.32 | 12.79 |
Fisher US Total Return | 12.97 | 12.67 |
AB US Strategic Core Equity | 12.97 | 12.47 |
Washington Crossing Rising Div Portfolio | 12.67 | 12.28 |
Chicago FactorSmart Dynamic Beta | 12.53 | 12.26 |
Stance Equity | 13.30 | 12.25 |
Calvert US Lg Cap Core Responsible strgy | 11.19 | 12.21 |
Source: Morningstar Separate Account/CIT Fund Database
Long/Short Equity | 1 year gross return | 1 year net return |
---|---|---|
Robinson Market Opportunity | 14.44 | 13.47 |
River Road Long-Short Equity | 13.11 | 12.14 |
BlackRock Alpha Advantage 500 Composite | 10.49 | 10.23 |
Trowbridge Dync Low Volatil (Adv Class) | 10.54 | 10.15 |
Wellington Hedged Alpha Opportunities | 9.30 | 8.46 |
AGFiQ Core ETF Absolute Return | 8.23 | 8.23 |
Cognios Quantitiatve Long-Short Growth | 7.07 | 7.07 |
M.D. Sass Equity Income Plus | 7.15 | 6.34 |
Clark Navigator Alternative | 5.50 | 5.13 |
Nicholas Inv-US Convertible Arbitrage | 6.02 | 4.96 |
Source: Morningstar Separate Account/CIT Fund Database
Long/Short Equity | 5 year gross return | 5 year net return |
---|---|---|
BlackRock Alpha Advantage 500 Composite | 11.54 | 11.43 |
QMA US Core Equity Extended | 10.81 | 10.10 |
WFAM Analytic Global Long/Short Eq | 7.16 | 6.53 |
Calamos Phineus Long/Short Composite | 7.70 | 6.27 |
Epoch Global Absolute Return | 6.70 | 5.49 |
Elite Tactical Long/Short | 6.17 | 5.13 |
Robinson Market Opportunity | 5.94 | 5.01 |
Astor Dynamic Allocation | 6.71 | 4.68 |
River Road Long-Short Equity | 5.68 | 4.61 |
PVG Dynamic Core ETF | 5.68 | 4.48 |
Source: Morningstar Separate Account/CIT Fund Database
Leveraged Net Long | 1 year gross return | 1 year net return |
---|---|---|
Martingale Low Volatility Long/Short | 13.77 | 13.04 |
LA Capital U.S. Large Cap Active Exten | 13.07 | 12.66 |
AJO Top Cap Absolute Value 130/30 | 9.40 | 9.01 |
PVG Global Macro Portfolio | 9.48 | 8.15 |
Large Cap Core 130/30 | 8.24 | 7.86 |
UBS: US Equity Opportunity Unconstrained | 6.78 | 6.65 |
Chicago Equity Large Cap 130/30 | 6.73 | 6.10 |
Quant US Large Cap 130/30 Equity | 5.11 | 4.33 |
Martingale 130/30 LargeCap Growth | 4.71 | 4.03 |
Constantia Large Cap 130/30 | 4.02 | 3.40 |
Source: Morningstar Separate Account/CIT Fund Database
Leveraged Net Long | 5 year gross return | 5 year net return |
---|---|---|
Martingale Low Volatility Long/Short | 14.12 | 13.31 |
LA Capital U.S. Large Cap Active Exten | 11.86 | 11.49 |
Martingale 130/30 LargeCap Growth | 11.81 | 11.02 |
Chicago Equity Large Cap 130/30 | 10.97 | 10.29 |
Large Cap Core 130/30 | 10.34 | 9.84 |
MacKay Shields US Equity Opportunities | 10.49 | 9.84 |
UBS: US Equity Opportunity Unconstrained | 9.86 | 9.73 |
Constantia Large Cap 130/30 | 9.96 | 9.30 |
AJO Top Cap Absolute Value 130/30 | 9.45 | 9.09 |
Martingale 130/30 LargeCap Core 500 | 9.85 | 9.06 |
Source: Morningstar Separate Account/CIT Fund Database
Market Neutral | 1 year gross return | 1 year net return |
---|---|---|
SSI Convertible Income | 5.86 | 4.85 |
Research Market Neutral | 4.98 | 4.45 |
Constantia Merger-Arbitrage | 5.01 | 4.42 |
PSI Managed Volatility | 3.75 | 2.72 |
Constantia Equity Market Neutral | 1.68 | 0.87 |
Copeland Risk Managed Dividend Growth | 0.84 | -0.15 |
Q3 Bull Cipher | 2.10 | -0.17 |
Convergence Market Neutral | -1.40 | -2.43 |
Cognios Market Neutral Large Cap Value | -1.35 | -2.70 |
PVG Loss Averse Equity Income | -4.05 | -5.42 |
Source: Morningstar Separate Account/CIT Fund Database
Market Neutral | 5 year gross return | 5 year net return |
---|---|---|
Constantia Merger-Arbitrage | 5.38 | 4.81 |
Copeland Risk Managed Dividend Growth | 5.34 | 4.28 |
Cognios Market Neutral Large Cap Value | 4.83 | 3.34 |
SSI Convertible Income | 3.69 | 2.69 |
Constantia Equity Market Neutral | 2.92 | 1.98 |
Research Market Neutral | 1.96 | 1.04 |
Invesco US Market Neutral Equity | 0.21 | 0.21 |
PSI Managed Volatility | -0.33 | -1.33 |
Martingale Equity Market Neutral | -1.69 | -2.68 |
PVG Loss Averse Equity Income | -1.50 | -2.84 |
Source: Morningstar Separate Account/CIT Fund Database
World Stock | 1 year gross return | 1 year net return |
---|---|---|
WCM Quality Global Growth | 20.57 | 19.95 |
ACM Global Growth | 21.01 | 19.68 |
WCM Quality Growth Global ADR | 20.22 | 19.51 |
Martin Global Investing | 19.44 | 18.31 |
Wellington Global Dividend Growth | 18.78 | 17.88 |
OakBrook Global Select Equity | 16.71 | 17.59 |
Sands Global Leaders Equity Composite | 17.72 | 16.75 |
Mar Vista Global Equity | 16.49 | 15.64 |
Impax Global Opportunities | 16.43 | 15.56 |
Morgan Stanley Glbl Franchise | 16.30 | 15.47 |
Source: Morningstar Separate Account/CIT Fund Database
World Stock | 5 year gross return | 5 year net return |
---|---|---|
Morgan Stanley Global Opportunity | 18.12 | 16.87 |
Wellington Global Growth (AUD) | 17.46 | 16.59 |
Baillie Gifford Long Term Global Growth | 15.56 | 14.76 |
Baron Global Advantage Strategy | 14.81 | 14.53 |
Wellington Global Research ex-Aus | 15.12 | 14.26 |
WCM Quality Global Growth | 14.39 | 13.85 |
Jennison Global Equity Opportunities | 14.50 | 13.65 |
SGA Global Large Cap Growth Equity | 14.11 | 13.10 |
WCM Quality Growth Global ADR | 13.85 | 13.09 |
T. Rowe Price Glb Focused Growth Equity | 12.76 | 12.08 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Value | 1 year gross return | 1 year net return |
---|---|---|
Mondrian Inv Emerging Markets Wealth | 6.77 | 5.47 |
Financial Trust Intl Leaders Index | 5.49 | 4.18 |
Mondrian Inv Focused International Eq | 4.04 | 3.40 |
Gilman Hill International Income Comp | 4.05 | 3.01 |
Foresight International Value | 3.39 | 2.70 |
Manning&Napier Discip Val-Intl ADR Comp | 3.08 | 2.57 |
Mondrian Inv All Countries World ex US | 2.74 | 2.56 |
Mondrian Inv Intl Eq | 1.94 | 1.89 |
AllianzGI International Value | 2.64 | 1.77 |
Northern Trust Tax Advtd S&P ADR | 1.99 | 1.76 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Value | 5 year gross return | 5 year net return |
---|---|---|
State Street Int’l Value Spotlight | 1.32 | 7.41 |
WFAM EverKey Focused Global Equity | 6.15 | 5.10 |
Brandywine Intl Opportunistic Eq | 4.71 | 3.93 |
Columbia International Equity | 4.68 | 3.84 |
Acadian ACW ex-U.S. Equity Composite | 4.23 | 3.46 |
RBC International Equity Fund | 4.37 | 3.39 |
American Century Non-U.S. Intrinsic Val | 3.82 | 3.36 |
Wellington Intl Contrarian Value | 3.93 | 3.05 |
NT Quality Large Cap Core EAFE | 3.37 | 2.95 |
ClariVest International Core | 3.77 | 2.93 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Blend | 1 year gross return | 1 year net return |
---|---|---|
Int'l Alpha (ACWI Ex-US) Equities | 3.38 | 10.75 |
Avalon International Value Equity | 10.43 | 9.39 |
ACM International ADR | 10.30 | 8.98 |
Calvert International Equity Strategy | 9.02 | 8.29 |
MFS International Equity | 8.27 | 7.45 |
Jarislowsky Fraser International Equity | 6.71 | 6.08 |
Pyrford International Equity | 6.69 | 5.97 |
WCM Focused International Value | 5.82 | 5.34 |
Aristotle International Equity ADR | 6.03 | 5.26 |
Innealta ETF Country Rotation | 6.30 | 5.07 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Blend | 5 year gross return | 5 year net return |
---|---|---|
Fiduciary Mgt of Milwaukee Intl Comp | 6.52 | 5.79 |
Int'l Alpha (ACWI Ex-US) Equities | 4.64 | 5.60 |
AB International Strategic Core Equity | 6.04 | 5.46 |
Parametric CC Dev World ex-US Local - TM | 6.09 | 5.39 |
Acadian ADR Non-U.S. Equity Composite | 6.09 | 5.30 |
Acadian Non-US ADR Eq (Model/LPL) | 5.64 | 5.25 |
SmithAssetMgt-IntlLargeCap | 6.25 | 5.19 |
Acadian Non-U.S. Concentrated Eq Compst | 6.13 | 5.17 |
WCM Focused International Value | 5.13 | 4.99 |
Clark Navigator International Equity/ADR | 5.19 | 4.83 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Growth | 1 year gross return | 1 year net return |
---|---|---|
WCM Focused Growth International ADR | 14.53 | 13.90 |
WCM Inv Mgt Focused Growth Intl | 13.05 | 12.54 |
International Tortue Capital | 13.00 | 11.91 |
MC International LT Unconstrained | 12.06 | 11.70 |
SGA International Growth | 11.14 | 10.04 |
GQG Partners International Equity | 10.75 | 9.98 |
MFS International Concentrated Equity | 10.73 | 9.80 |
Artisan Non-U.S. Growth | 10.03 | 9.03 |
Walter Scott EAFE Composite (USD) | 9.73 | 8.92 |
Invesco International Growth | 9.13 | 8.27 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Large Growth | 5 year gross return | 5 year net return |
---|---|---|
Morgan Stanley International Advantage | 13.81 | 12.55 |
Morgan Stanley International Opportunity | 13.64 | 12.45 |
WCM Inv Mgt Focused Growth Intl | 10.23 | 9.56 |
WCM Focused Growth International ADR | 10.25 | 9.49 |
Jennison Intl Eq Opportunities Cmpst | 8.99 | 8.53 |
Eagle Ridge International Quality | 8.64 | 8.18 |
Mitchell Capital International Equity | 9.06 | 8.10 |
Wellington International Quality Growth | 8.82 | 8.01 |
MFS International Intrinsic Value Equity | 8.43 | 7.61 |
William Blair International Leaders | 8.23 | 7.37 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Small/Mid Value | 1 year gross return | 1 year net return |
---|---|---|
Runde Int'l Small-Cap Value | -2.03 | -2.19 |
Templeton Intl Sm Cap Eq | -3.72 | -4.63 |
DCM Global Ex-US Small Cap Structured | -4.74 | -5.55 |
Causeway International Small Cap | -6.21 | -6.93 |
LSV Asset Mgt Intl Sm-Cap Val Eq | -6.15 | -7.06 |
Advisory Research Intl Small Cap Value | -6.08 | -7.32 |
LMCG Int'l Sm Cap Eq | -6.66 | -7.45 |
SSgA International Small Cap Active | -4.85 | -8.03 |
ARGA International Small-Cap Strategy | -7.01 | -8.13 |
Renaissance International Small Cap Eq | -7.52 | -8.21 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Small/Mid Value | 5 year gross return | 5 year net return |
---|---|---|
LMCG Int'l Sm Cap Eq | 5.77 | 4.81 |
LSV Asset Mgt Intl Sm-Cap Val Eq | 4.54 | 3.51 |
Templeton Intl Sm Cap Eq | 3.99 | 3.02 |
QMA International Small Cap Equity | 3.65 | 2.78 |
Advisory Research Intl Small Cap Value | 4.09 | 2.72 |
GlobeFlex International Micro Cap Cmpst | 3.60 | 2.67 |
SSgA International Small Cap Active | 3.55 | 2.13 |
Renaissance International Small Cap Eq | 2.49 | 1.76 |
Segall Bryant International Small Cap | 2.42 | 1.75 |
Brandes International Sm-Mid Cap Equity | 1.41 | 0.47 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Small/Mid Growth | 1 year gross return | 1 year net return |
---|---|---|
Global Equity - Small Cap | 12.04 | 11.21 |
Ashmore EM Middle East Equity | 11.38 | 9.69 |
Brown Capital Intl Small Company | 6.82 | 6.48 |
Copeland Inter Divsfd Small Cap Div Gr | 5.89 | 4.42 |
Expedition Intl Micro Cap Comp | 5.30 | 3.73 |
Winslow International Small Cap Comp | 4.73 | 3.70 |
Wasatch Int'l Micro Cap Composite | 5.12 | 3.61 |
Federated NonUS SmallMid Cap Equity Comp | 3.18 | 2.14 |
GA International Small Cap Composite | 2.33 | 1.46 |
MFS International Small-Mid Cap Equity | 1.84 | 0.90 |
Source: Morningstar Separate Account/CIT Fund Database
Foreign Small/Mid Growth | 5 year gross return | 5 year net return |
---|---|---|
Brown Capital Intl Small Company | 16.02 | 15.63 |
Expedition Intl Micro Cap Comp | 12.98 | 11.31 |
Axiom International Small Cap Strategy | 10.60 | 9.55 |
GA International Small Cap Composite | 10.24 | 9.31 |
Winslow International Small Cap Comp | 10.06 | 8.97 |
Wasatch Int'l Micro Cap Composite | 10.37 | 8.51 |
OFI Global International Small-Mid Cap | 9.35 | 8.40 |
Kayne Anderson Rudnick SC International | 9.28 | 8.22 |
Global Equity - Small Cap | 8.91 | 7.91 |
Kabouter International SMID-Cap | 8.91 | 7.81 |
Source: Morningstar Separate Account/CIT Fund Database
Latin America Stock | 1 year gross return | 1 year net return |
---|---|---|
T. Rowe Price Latin America Equity | 26.71 | 25.64 |
Morgan Stanley Latin America Equity | 25.69 | 24.86 |
Latin American Equity | 25.86 | 24.61 |
Ashmore Latin America Small Cap Equity | 21.98 | 20.12 |
Financial Trust Latin Value Momentum | 7.00 | 5.70 |
Source: Morningstar Separate Account/CIT Fund Database
Latin America Stock | 5 year gross return | 5 year net return |
---|---|---|
Financial Trust Latin Value Momentum | 6.83 | 5.52 |
T. Rowe Price Latin America Equity | 2.83 | 1.96 |
Latin American Equity | 1.47 | 0.46 |
Morgan Stanley Latin America Equity | 0.00 | -0.57 |
Ashmore Latin America Small Cap Equity | -0.22 | -1.77 |
Source: Morningstar Separate Account/CIT Fund Database
Europe Stock | 1 year gross return | 1 year net return |
---|---|---|
T. Rowe Price Europe ex-UK Equity | 7.54 | 7.02 |
Burgundy European Equity Composite | 7.49 | 6.43 |
NS Partners European Equity | 5.46 | 4.83 |
T. Rowe Price Europe Equity | 5.24 | 4.71 |
Intech European Large Cap Core | 4.86 | 4.30 |
MFS European Research Equity | 4.03 | 3.42 |
LA Capital Europe Equity | 3.70 | 3.03 |
Vontobel Quality Growth European Equity | 3.19 | 2.89 |
FIIG European Equity | 2.87 | 1.93 |
Baillie Gifford Europe ex-UK Equities | 2.47 | 1.91 |
Source: Morningstar Separate Account/CIT Fund Database
Europe Stock | 5 year gross return | 5 year net return |
---|---|---|
Intech European Large Cap Core | 7.48 | 6.93 |
Baillie Gifford Europe ex-UK Equities | 6.13 | 5.49 |
Boston Company Euroland Small Cap Equity | 6.21 | 5.21 |
Wellington Strategic European Equity | 5.98 | 5.20 |
T. Rowe Price Europe Smaller Comp Equity | 5.89 | 5.11 |
SSgA Eurozone Value Spotlight | 5.82 | 5.01 |
MFS European Research Equity | 4.97 | 4.30 |
Burgundy European Equity Composite | 4.94 | 3.91 |
PGI European Equity | 4.31 | 3.85 |
T. Rowe Price Europe ex-UK Equity | 4.34 | 3.83 |
Source: Morningstar Separate Account/CIT Fund Database
Japan Stock | 1 year gross return | 1 year net return |
---|---|---|
Baillie Gifford Japan Growth | -2.53 | -3.12 |
Baillie Gifford Japanese All Cap | -2.86 | -3.49 |
MFS Japan Equity | -4.02 | -4.65 |
FIAM Japan Growth | -4.26 | -5.03 |
Lazard Japanese Equity | -5.20 | -5.42 |
Burgundy Focus Asian Composite | -4.99 | -5.70 |
Burgundy Asian (All Cap) Composite | -5.51 | -6.45 |
NWQ Japan Equity | -6.03 | -6.79 |
Brandes Japan Equity | -7.57 | -8.33 |
Acadian Japanese Equity Composite | -7.72 | -8.42 |
Source: Morningstar Separate Account/CIT Fund Database
Japan Stock | 5 year gross return | 5 year net return |
---|---|---|
Burgundy Focus Asian Composite | 10.93 | 10.06 |
Burgundy Asian (All Cap) Composite | 10.85 | 9.75 |
Baillie Gifford Japanese All Cap | 9.08 | 8.38 |
Baillie Gifford Japan Growth | 8.34 | 7.69 |
Dalton Japan Long Only Composite | 8.09 | 7.21 |
Brandes Japan Equity | 7.04 | 6.17 |
Usonian Japan Value | 6.75 | 5.57 |
NWQ Japan Equity | 6.33 | 5.49 |
MFS Japan Equity | 5.59 | 4.92 |
Lazard Japanese Equity | 5.10 | 4.78 |
Source: Morningstar Separate Account/CIT Fund Database
Pacific/Asia ex-Japan Stk | 1 year gross return | 1 year net return |
---|---|---|
Asia Pacific ex Japan Equity | 7.52 | 6.45 |
Lazard Emg Markets Eq Blend Asia ADR | 4.44 | 3.74 |
T. Rowe Price Asia Opportunities Eq Comp | 2.78 | 2.06 |
MFS Asia ex Japan Equity | 2.07 | 1.31 |
MFS Asia Pacific ex Japan | 2.07 | 1.29 |
Brandes Asia Pacific ex-Japan Equity | 1.91 | 0.95 |
Morgan Stanley Asia Opportunity | 1.85 | 0.67 |
T. Rowe Price Asia ex-Japan Equity | 1.13 | 0.41 |
Baillie Gifford Asia ex Japan Equities | -0.99 | -1.64 |
Morgan Stanley Asia Pacific Equity | -1.42 | -2.24 |
Source: Morningstar Separate Account/CIT Fund Database
Pacific/Asia ex-Japan Stk | 5 year gross return | 5 year net return |
---|---|---|
T. Rowe Price Asia Opportunities Eq Comp | 9.59 | 8.82 |
MFS Asia ex Japan Equity | 6.92 | 6.14 |
Investec 4Factor Asia Pacific ex Jap Eq | 6.48 | 5.79 |
MFS Asia Pacific ex Japan | 6.18 | 5.40 |
Baillie Gifford Asia ex Japan Equities | 6.06 | 5.34 |
T. Rowe Price Asia ex-Japan Equity | 6.11 | 5.27 |
Mirae Asset Asia Sector Leader Eq | 5.37 | 4.16 |
Morgan Stanley Asia Equity | 4.18 | 3.92 |
FIIG Asia ex-Japan Equity | 4.78 | 3.90 |
Brandes Asia Pacific ex-Japan Equity | 4.70 | 3.70 |
Source: Morningstar Separate Account/CIT Fund Database
Diversified Pacific/Asia | 1 year gross return | 1 year net return |
---|---|---|
State Street Asia Pac Value Spotlight | 5.40 | 4.78 |
Asia Pacific inc Japan Equity | 5.22 | 4.17 |
Impax Asia-Pacific | 4.66 | 3.63 |
Financial Trust Asia ValueMomentum | -1.53 | -2.75 |
Sit Inv Pac Basin | -2.53 | -3.41 |
Accuvest Asian Advantage | -2.76 | -3.46 |
Horizon Asia Institutional | -5.82 | -6.76 |
WFAM SF Global Asia Pacific Equity | -6.23 | -6.98 |
Dalton Asia Pacific Long Only Composite | -7.20 | -7.96 |
Templeton Asia Pacific Eq | -8.13 | -8.75 |
Source: Morningstar Separate Account/CIT Fund Database
Diversified Pacific/Asia | 5 year gross return | 5 year net return |
---|---|---|
ARI Asia Pacific | 9.07 | 8.96 |
State Street Asia Pac Value Spotlight | 9.26 | 8.61 |
Sit Inv Pac Basin | 5.87 | 4.93 |
Financial Trust Asia ValueMomentum | 5.98 | 4.67 |
Impax Asia-Pacific | 5.50 | 4.45 |
WFAM SF Global Asia Pacific Equity | 4.86 | 4.02 |
Accuvest Asian Advantage | 4.23 | 3.60 |
Asia Pacific inc Japan Equity | 4.64 | 3.59 |
Dalton Asia Pacific Long Only Composite | 4.11 | 3.16 |
Horizon Asia Institutional | 3.54 | 2.51 |
Source: Morningstar Separate Account/CIT Fund Database
Diversified Emerging Mkts | 1 year gross return | 1 year net return |
---|---|---|
Artisan Developing World Composite | 20.05 | 18.81 |
Emerging Markets Equity | 11.20 | 10.10 |
Thornburg Developing World Strategy | 10.64 | 9.64 |
GQG Partners Emerging Markets Equity | 10.11 | 9.19 |
RBC Emerging Markets Equity | 9.85 | 8.81 |
JPMorgan Global Emg Markets Eq Focused | 9.68 | 8.79 |
SGA Emerging Markets Growth | 9.83 | 8.64 |
FIIG Frontier Markets | 8.90 | 8.62 |
Oaktree Emerging Markets Equity | 8.66 | 7.80 |
Baillie Gifford Emerging Mkts All Cap Eq | 8.64 | 7.78 |
Source: Morningstar Separate Account/CIT Fund Database
Diversified Emerging Mkts | 5 year gross return | 5 year net return |
---|---|---|
Wellington Emerging Markets Equity (AUD) | 10.37 | 9.28 |
JP Morgan GEM Discovery | 8.01 | 7.57 |
Vontobel Quality Growth Asia Pac Equity | 8.15 | 7.24 |
UBS Emerging Markets Equity HALO | 7.72 | 7.24 |
Baillie Gifford Emerging Mkts Lead Co Eq | 6.81 | 5.96 |
Baillie Gifford Emerging Mkts All Cap Eq | 6.67 | 5.83 |
Wellington Emerging Markets Research Eq | 6.66 | 5.72 |
T. Rowe Price Emerging Markets Equity | 6.61 | 5.71 |
Barings Global Emerging Markets Equity | 6.51 | 5.67 |
Lazard Emerging Markets Core Eq Sel ADR | 6.49 | 5.43 |
Source: Morningstar Separate Account/CIT Fund Database
Global Real Estate | 1 year gross return | 1 year net return |
---|---|---|
Morgan Stanley Glbl Infrastructure Sec | 13.61 | 12.53 |
American Century Global Real Estate | 12.78 | 12.36 |
Cohen & Steers Global Realty Focus | 12.71 | 11.71 |
Cohen & Steers Global Real Estate Secs | 12.14 | 11.69 |
PGI Global Real Estate Securities | 11.81 | 11.24 |
Duff&Phelps Glbl Real Estate Securities | 11.88 | 10.93 |
Janus Henderson Global Eq-Property Eq | 12.83 | 10.93 |
Global REIT Income Preference | 10.76 | 10.00 |
Adelante Global Property Sec Fund LP | 10.64 | 9.93 |
CenterSquare Global REIT | 10.05 | 9.61 |
Source: Morningstar Separate Account/CIT Fund Database
Global Real Estate | 5 year gross return | 5 year net return |
---|---|---|
Cohen & Steers Global Realty Focus | 10.35 | 9.37 |
Global REIT Income Preference | 8.99 | 8.26 |
Duff&Phelps Glbl Real Estate Securities | 8.56 | 7.67 |
Cohen & Steers Global Real Estate Secs | 7.56 | 7.12 |
PGI Global Real Estate Securities | 7.59 | 7.04 |
Cohen & Steers European Real Estate Secs | 7.83 | 6.91 |
Adelante Global Strategy Composite | 7.19 | 6.52 |
GF Multi-Factor Global REIT | 7.52 | 6.49 |
CenterSquare Global REIT | 6.83 | 6.39 |
Adelante Global Property Sec Fund LP | 7.03 | 6.27 |
Source: Morningstar Separate Account/CIT Fund Database
World Bond | 1 year gross return | 1 year net return |
---|---|---|
Wellington Global Bond Unhedged (AUD) | 12.47 | 12.07 |
MFS Global Aggregate Opportunistic FI | 11.00 | 10.54 |
PGIM Fixed Inc Glob Aggregate Plus Comp | 10.28 | 9.99 |
Stone Harbor Global High Yield 50/50 | 10.01 | 9.25 |
Stone Harbor Glbl High Yield Comp 70/30 | 9.50 | 9.14 |
MacKay Global Hi Yld Constrained Comp | 8.99 | 8.99 |
T. Rowe Price Gbl Invmt Grade Corp Bond | 8.99 | 8.66 |
Wellington Opportunistic Fixed Income | 9.23 | 8.65 |
WFAM Global Bond (Hedged) | 8.95 | 8.46 |
WFAM Global Bond Opportunity | 8.88 | 8.39 |
Source: Morningstar Separate Account/CIT Fund Database
World Bond | 5 year gross return | 5 year net return |
---|---|---|
Wellington Global Bond Unhedged (AUD) | 7.30 | 6.92 |
BW Global Unconstrained FI - Enhanced | 6.33 | 5.17 |
PIMCO International Bond USD-Hedged | 5.61 | 5.08 |
MFS Global Aggregate Opportunistic FI | 5.20 | 4.77 |
PIMCO Global Aggregate Hedged | 4.86 | 4.44 |
PIMCO Global Government Hedged | 4.48 | 4.21 |
Wellington Opportunistic Fixed Income | 4.84 | 4.16 |
Stone Harbor Global High Yield 50/50 | 4.36 | 3.91 |
UBS: Global Aggregate Bond | 4.01 | 3.80 |
Stone Harbor Glbl High Yield Comp 70/30 | 4.11 | 3.74 |
Source: Morningstar Separate Account/CIT Fund Database
High Yield Bond | 1 year gross return | 1 year net return |
---|---|---|
Diamond Hill High Yield | 10.33 | 9.78 |
PNC Cap Adv High Yield | 10.00 | 9.44 |
Oaktree European High Yield Bonds | 9.98 | 9.43 |
T. Rowe Price Global High Income Bd | 9.87 | 9.33 |
Payden & Rygel High Yield | 9.74 | 9.25 |
Cincinnati Asset Mgt High Yld | 9.53 | 9.16 |
JPM Upper Tier High Yield | 9.49 | 9.11 |
PGIM US Higher Quality High Yield | 9.61 | 9.06 |
Columbia Inst High Yield Fixed Income | 9.48 | 8.94 |
Oppenheimer Inv Mgmt High Yield FI | 9.18 | 8.88 |
Source: Morningstar Separate Account/CIT Fund Database
High Yield Bond | 5 year gross return | 5 year net return |
---|---|---|
Herzfeld Fixed Income Composite | 8.85 | 8.04 |
Artisan High Income | 7.10 | 6.34 |
Diamond Hill Corporate Credit | 6.72 | 6.24 |
MacKay Select High Yield Composite | 6.50 | 5.89 |
Oaktree European High Yield Bonds | 6.32 | 5.80 |
PGIM US Broad Market High Yield | 5.99 | 5.46 |
Strategic Income Mmgt SiM High Yld Instl | 5.84 | 5.43 |
DDJ U.S. Opportunistic High Yield Comp | 5.92 | 5.41 |
MacKay Shields High Yld | 5.80 | 5.27 |
Lord Abbett High Yield Opportunistic | 5.78 | 5.21 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate Government | 1 year gross return | 1 year net return |
---|---|---|
SSgA U.S. Aggregate Bond Index Strategy | 7.91 | 7.84 |
M.D. Sass Core Fix-Inc | 7.44 | 7.16 |
Northern Trust Government Index | 7.27 | 7.11 |
Chicago Equity Core Fix-Inc | 7.35 | 7.08 |
MFS US Government Fixed Income | 7.22 | 6.91 |
Breckinridge Core Interm Gov Credit | 7.16 | 6.79 |
Amalgamated Bank Intermediate Duration | 6.87 | 6.60 |
Garcia Hamilton Government/Credit | 6.73 | 6.51 |
Great Lakes Core Government Only | 6.53 | 6.44 |
TCW Index Plus MBS | 6.67 | 6.40 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate Government | 5 year gross return | 5 year net return |
---|---|---|
Semper Active Mortgage-Backed Securities | 4.79 | 4.42 |
Garcia Hamilton Government/Credit | 3.54 | 3.32 |
SSgA U.S. Aggregate Bond Index Strategy | 2.96 | 2.89 |
M.D. Sass Core Fix-Inc | 3.03 | 2.75 |
Community Core Fixed Income Composite | 2.95 | 2.57 |
Great Lakes Core Government Only | 2.64 | 2.55 |
MFS US Government Fixed Income | 2.78 | 2.48 |
Chicago Equity Core Fix-Inc | 2.68 | 2.43 |
TCW Index Plus MBS | 2.68 | 2.43 |
RBC Access Capital Community Invmt | 2.82 | 2.40 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Brandywine Global U.S. Fixed Income | 12.33 | 12.00 |
Conning LDI Credit 5-15 Year Maturity | 11.57 | 11.23 |
AB US Investment Grade Corporates | 11.17 | 10.73 |
BlackRock Corporates | 10.40 | 10.13 |
EARNEST Fixed Income Long Duration | 10.28 | 9.91 |
Stadion Master Short Duration Fix Inc | 9.75 | 9.71 |
WEDGE Core Govt/Corp Fixed Income | 9.70 | 9.32 |
WS Core IG Credit | 9.55 | 9.11 |
BBH Core Fixed Income | 9.33 | 9.07 |
WS Core Bond | 9.29 | 8.95 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Brandywine Global U.S. Fixed Income | 6.11 | 5.80 |
Spectrum Preferred Securities | 6.04 | 5.79 |
Ross Sinclaire Taxable Total Return | 5.22 | 4.69 |
BBH Core Fixed Income | 4.91 | 4.65 |
EARNEST Fixed Income Long Duration | 4.96 | 4.60 |
Ramirez Strategic Core Strategy | 4.47 | 4.24 |
Templeton Taxable Municipal Intermediate | 4.42 | 4.16 |
Belle Haven Taxable PLUS | 4.53 | 4.15 |
AB US Investment Grade Corporates | 4.44 | 4.00 |
Invesco Core Plus Composite | 4.12 | 3.76 |
Source: Morningstar Separate Account/CIT Fund Database
Short Government | 1 year gross return | 1 year net return |
---|---|---|
JP Morgan Mortgage Backed Securities | 7.40 | 7.11 |
Sit Inv Short Dur Strat | 6.59 | 6.17 |
PNC Cap Adv Intermediate U.S. Governemnt | 6.22 | 5.96 |
Capital Group PCS Core Bond Composite | 6.38 | 5.94 |
Federated Short-Inter. US Govt FI Comp | 6.19 | 5.89 |
Atlanta High Quality Intermediate | 6.18 | 5.81 |
M.D. Sass 3-Year FI | 6.24 | 5.78 |
Morgan Stanley U.S. Mortgage | 5.92 | 5.78 |
INCORE Short Government Comp | 5.41 | 5.04 |
Congress Asset Mgt Short-Term Fixed Inc | 4.94 | 4.68 |
Source: Morningstar Separate Account/CIT Fund Database
Short Government | 5 year gross return | 5 year net return |
---|---|---|
JP Morgan Mortgage Backed Securities | 3.46 | 3.18 |
Sit Inv Short Dur Strat | 3.09 | 2.68 |
Morgan Stanley U.S. Mortgage | 2.80 | 2.60 |
INCORE Short Government Comp | 2.44 | 2.09 |
M.D. Sass 3-Year FI | 2.39 | 2.00 |
Atlanta High Quality Intermediate | 2.30 | 1.94 |
PNC Cap Adv Intermediate U.S. Governemnt | 1.91 | 1.66 |
M.D. Sass 2-Year FI | 1.72 | 1.47 |
Federated Short-Inter. US Govt FI Comp | 1.76 | 1.44 |
Garcia Hamilton Short Duration | 1.56 | 1.42 |
Source: Morningstar Separate Account/CIT Fund Database
Short-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
MCM Tactical Income | 8.68 | 8.41 |
BlackRock Core PLUS | 8.17 | 8.04 |
BlackRock Core Bond Enhcd Idx | 8.14 | 7.98 |
Aegon Structured Finance | 7.93 | 7.61 |
WFAM U.S. Intermediate Income Focus | 7.48 | 7.16 |
Merganser Interm. Bond | 7.43 | 7.16 |
Sawgrass Intermediate Fixed Income | 7.32 | 7.08 |
Richmond Capital Mgt Interm/Defensive | 6.99 | 6.80 |
Wellington Intermediate Bond | 7.11 | 6.78 |
OFI Global SNW Taxable Intermediate | 6.97 | 6.73 |
Source: Morningstar Separate Account/CIT Fund Database
Short-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Aegon Structured Finance | 4.56 | 4.26 |
Post Limited Term High Yield Comp | 4.00 | 3.33 |
Frost Intermediate Taxable Composite | 3.77 | 3.27 |
Manulife IM Strategic Fixed Income Opp | 3.60 | 3.18 |
Frost Core Plus Composite | 3.77 | 3.15 |
BlackRock Core PLUS | 3.32 | 3.14 |
BlackRock Core Bond Enhcd Idx | 3.20 | 3.10 |
Brandes Corporate Focus Fixed Income | 3.24 | 2.89 |
WFAM U.S. Intermediate Income Focus | 3.12 | 2.81 |
Dodge & Cox Intermediate FI Composite | 3.06 | 2.74 |
Source: Morningstar Separate Account/CIT Fund Database
Ultrashort Bond | 1 year gross return | 1 year net return |
---|---|---|
Schroders Enhanced Securitized | 7.38 | 6.89 |
DBF Short Duration Govt/Agency | 4.94 | 4.67 |
Federated Low Duration Broad Comp | 4.48 | 4.22 |
Janus Henderson Short Duration Bond | 4.42 | 3.83 |
Winthrop Ultra-Short Fixed Income | 4.42 | 3.82 |
FIAM Leveraged Loan Composite | 4.32 | 3.80 |
RBC GAM US - Ultra Short Full Style | 3.95 | 3.77 |
Federated Trade Finance Fixed Inc Comp | 4.41 | 3.53 |
Federated Active Cash Broad FI Composite | 3.57 | 3.40 |
Morgan Stanley U.S. Short Duration | 3.44 | 3.38 |
Source: Morningstar Separate Account/CIT Fund Database
Ultrashort Bond | 5 year gross return | 5 year net return |
---|---|---|
Schroders Enhanced Securitized | 5.55 | 5.04 |
FIAM Leveraged Loan Composite | 4.03 | 3.51 |
Federated Trade Finance Fixed Inc Comp | 3.20 | 2.32 |
BNP Paribas Mortgage Alpha | 2.54 | 2.04 |
Pioneer Multi-Asset Ultrashort Income | 2.22 | 1.96 |
RBC GAM US - Ultra Short Full Style | 2.09 | 1.89 |
PIMCO Short Term | 2.32 | 1.89 |
Federated Low Duration Broad Comp | 2.13 | 1.84 |
Garcia Hamilton Short Duration Opp | 1.89 | 1.78 |
Federated Active Cash Broad FI Composite | 1.96 | 1.72 |
Source: Morningstar Separate Account/CIT Fund Database
Long Government | 1 year gross return | 1 year net return |
---|---|---|
Aegon Long US Treasury Strips | 14.35 | 14.19 |
NISA 15+ STRIPS Fixed Income Composite | 14.25 | 14.11 |
Hillswick Long Duration Government | 14.35 | 13.50 |
Hoisington Inv Mgt Macroeconomic FI Comp | 12.73 | 12.51 |
BNYM Mellon DB NSL Long Term Govt BI Fd | 12.26 | 12.12 |
SSgA Long U.S. Govt Bond Index Strategy | 12.02 | 11.97 |
W.E. DonoghuePowerTreasuryIndexPortfolio | 13.26 | 11.85 |
PIMCO Long Duration Treasury | 11.64 | 11.08 |
DoubleLine Long Duration Total Return | 12.34 | 10.90 |
Source: Morningstar Separate Account/CIT Fund Database
Long Government | 5 year gross return | 5 year net return |
---|---|---|
NISA 15+ STRIPS Fixed Income Composite | 7.83 | 7.62 |
Hillswick Long Duration Government | 7.04 | 6.62 |
Hoisington Inv Mgt Macroeconomic FI Comp | 6.50 | 6.27 |
SSgA Long U.S. Govt Bond Index Strategy | 5.62 | 5.57 |
BNYM Mellon DB NSL Long Term Govt BI Fd | 5.67 | 5.51 |
PIMCO Long Duration Treasury | 5.79 | 5.28 |
Aegon Long US Treasury Strips | 0.00 | 0.00 |
W.E. DonoghuePowerTreasuryIndexPortfolio | 0.00 | 0.00 |
DoubleLine Long Duration Total Return | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Long-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Stadion Master Long Duration Fix Inc | 18.56 | 18.47 |
Schroders Value Long Duration | 14.16 | 17.78 |
Conning LDI Credit over 25 Year Maturity | 16.32 | 15.99 |
PIMCO Long Term Bond - Long Credit | 15.94 | 15.67 |
Standish Long Corporate | 15.83 | 15.63 |
TCW Long Duration Credit | 15.20 | 15.01 |
BlackRock US Long Credit | 15.15 | 14.94 |
FIAM Long Corporate Composite | 15.23 | 14.92 |
NISA Long Credit | 15.12 | 14.86 |
Securian AM Long Duration Fixed Income | 15.10 | 14.86 |
Source: Morningstar Separate Account/CIT Fund Database
Long-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
PIMCO Long Term Bond - Long Credit | 7.14 | 6.85 |
Camden Long Duration (Govt/Credit) Comp | 7.09 | 6.61 |
Schroders Value Long Duration | 5.97 | 6.48 |
PIMCO Long Term Bond Full Authority | 6.71 | 6.46 |
Capital Group Long Crd 75%/Gov 25% Comp | 6.68 | 6.41 |
Logan Circle Long Duration | 6.47 | 6.15 |
TCW Long Duration Credit | 6.23 | 6.04 |
Dodge & Cox Long Duration FI Composite | 6.38 | 6.01 |
NISA Long Credit | 6.19 | 5.95 |
Morgan Stanley U.S. Long Duration | 6.16 | 5.94 |
Source: Morningstar Separate Account/CIT Fund Database
Multisector Bond | 1 year gross return | 1 year net return |
---|---|---|
PIMCO Diversified Income | 11.49 | 10.76 |
Guggenheim Fixed Income | 10.34 | 10.13 |
Cincinnati Asset Mgt Broad Mkt | 10.34 | 10.01 |
FIAM Investment Grade Credit | 11.06 | 9.94 |
Newfleet Global Multi-Sector Income Comp | 10.64 | 9.15 |
GW&K Corporate Bond Opportunities Strat | 9.78 | 9.07 |
FIAM Tactical Bond | 9.25 | 8.81 |
GW&K Total Return Bond Strategy | 9.39 | 8.69 |
Stone Harbor Core Plus | 8.88 | 8.58 |
Federated Strategic Multi-Sector FI Comp | 8.74 | 8.36 |
Source: Morningstar Separate Account/CIT Fund Database
Multisector Bond | 5 year gross return | 5 year net return |
---|---|---|
PIMCO Income Composite | 5.77 | 5.20 |
Guggenheim Fixed Income | 5.35 | 5.03 |
PIMCO Diversified Income | 5.67 | 4.95 |
FIAM Tactical Bond | 4.51 | 4.10 |
Federated Strategic Multi-Sector FI Comp | 4.41 | 4.05 |
FIAM Investment Grade Credit | 4.47 | 4.03 |
Columbia Strategic Income Allocation | 4.62 | 3.99 |
Muzinich Global Tactical Credit | 4.47 | 3.95 |
Invesco Multi-Sector Credit Composite | 4.44 | 3.83 |
Loomis Sayles Multi-Sector Full Discretn | 3.90 | 3.56 |
Source: Morningstar Separate Account/CIT Fund Database
High Yield Bond | 1 year gross return | 1 year net return |
---|---|---|
Diamond Hill High Yield | 10.33 | 9.78 |
PNC Cap Adv High Yield | 10.00 | 9.44 |
Oaktree European High Yield Bonds | 9.98 | 9.43 |
T. Rowe Price Global High Income Bd | 9.87 | 9.33 |
Payden & Rygel High Yield | 9.74 | 9.25 |
Cincinnati Asset Mgt High Yld | 9.53 | 9.16 |
JPM Upper Tier High Yield | 9.49 | 9.11 |
PGIM US Higher Quality High Yield | 9.61 | 9.06 |
Columbia Inst High Yield Fixed Income | 9.48 | 8.94 |
Oppenheimer Inv Mgmt High Yield FI | 9.18 | 8.88 |
Source: Morningstar Separate Account/CIT Fund Database
High Yield Bond | 5 year gross return | 5 year net return |
---|---|---|
Herzfeld Fixed Income Composite | 8.85 | 8.04 |
Artisan High Income | 7.10 | 6.34 |
Diamond Hill Corporate Credit | 6.72 | 6.24 |
MacKay Select High Yield Composite | 6.50 | 5.89 |
Oaktree European High Yield Bonds | 6.32 | 5.80 |
PGIM US Broad Market High Yield | 5.99 | 5.46 |
Strategic Income Mmgt SiM High Yld Instl | 5.84 | 5.43 |
DDJ U.S. Opportunistic High Yield Comp | 5.92 | 5.41 |
MacKay Shields High Yld | 5.80 | 5.27 |
Lord Abbett High Yield Opportunistic | 5.78 | 5.21 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate Government | 1 year gross return | 1 year net return |
---|---|---|
SSgA U.S. Aggregate Bond Index Strategy | 7.91 | 7.84 |
M.D. Sass Core Fix-Inc | 7.44 | 7.16 |
Northern Trust Government Index | 7.27 | 7.11 |
Chicago Equity Core Fix-Inc | 7.35 | 7.08 |
MFS US Government Fixed Income | 7.22 | 6.91 |
Breckinridge Core Interm Gov Credit | 7.16 | 6.79 |
Amalgamated Bank Intermediate Duration | 6.87 | 6.60 |
Garcia Hamilton Government/Credit | 6.73 | 6.51 |
Great Lakes Core Government Only | 6.53 | 6.44 |
TCW Index Plus MBS | 6.67 | 6.40 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate Government | 5 year gross return | 5 year net return |
---|---|---|
Semper Active Mortgage-Backed Securities | 4.79 | 4.42 |
Garcia Hamilton Government/Credit | 3.54 | 3.32 |
SSgA U.S. Aggregate Bond Index Strategy | 2.96 | 2.89 |
M.D. Sass Core Fix-Inc | 3.03 | 2.75 |
Community Core Fixed Income Composite | 2.95 | 2.57 |
Great Lakes Core Government Only | 2.64 | 2.55 |
MFS US Government Fixed Income | 2.78 | 2.48 |
Chicago Equity Core Fix-Inc | 2.68 | 2.43 |
TCW Index Plus MBS | 2.68 | 2.43 |
RBC Access Capital Community Invmt | 2.82 | 2.40 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Brandywine Global U.S. Fixed Income | 12.33 | 12.00 |
Conning LDI Credit 5-15 Year Maturity | 11.57 | 11.23 |
AB US Investment Grade Corporates | 11.17 | 10.73 |
BlackRock Corporates | 10.40 | 10.13 |
EARNEST Fixed Income Long Duration | 10.28 | 9.91 |
Stadion Master Short Duration Fix Inc | 9.75 | 9.71 |
WEDGE Core Govt/Corp Fixed Income | 9.70 | 9.32 |
WS Core IG Credit | 9.55 | 9.11 |
BBH Core Fixed Income | 9.33 | 9.07 |
WS Core Bond | 9.29 | 8.95 |
Source: Morningstar Separate Account/CIT Fund Database
Intermediate-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Brandywine Global U.S. Fixed Income | 6.11 | 5.80 |
Spectrum Preferred Securities | 6.04 | 5.79 |
Ross Sinclaire Taxable Total Return | 5.22 | 4.69 |
BBH Core Fixed Income | 4.91 | 4.65 |
EARNEST Fixed Income Long Duration | 4.96 | 4.60 |
Ramirez Strategic Core Strategy | 4.47 | 4.24 |
Templeton Taxable Municipal Intermediate | 4.42 | 4.16 |
Belle Haven Taxable PLUS | 4.53 | 4.15 |
AB US Investment Grade Corporates | 4.44 | 4.00 |
Invesco Core Plus Composite | 4.12 | 3.76 |
Source: Morningstar Separate Account/CIT Fund Database
Short Government | 1 year gross return | 1 year net return |
---|---|---|
JP Morgan Mortgage Backed Securities | 7.40 | 7.11 |
Sit Inv Short Dur Strat | 6.59 | 6.17 |
PNC Cap Adv Intermediate U.S. Governemnt | 6.22 | 5.96 |
Capital Group PCS Core Bond Composite | 6.38 | 5.94 |
Federated Short-Inter. US Govt FI Comp | 6.19 | 5.89 |
Atlanta High Quality Intermediate | 6.18 | 5.81 |
M.D. Sass 3-Year FI | 6.24 | 5.78 |
Morgan Stanley U.S. Mortgage | 5.92 | 5.78 |
INCORE Short Government Comp | 5.41 | 5.04 |
Congress Asset Mgt Short-Term Fixed Inc | 4.94 | 4.68 |
Source: Morningstar Separate Account/CIT Fund Database
Short Government | 5 year gross return | 5 year net return |
---|---|---|
JP Morgan Mortgage Backed Securities | 3.46 | 3.18 |
Sit Inv Short Dur Strat | 3.09 | 2.68 |
Morgan Stanley U.S. Mortgage | 2.80 | 2.60 |
INCORE Short Government Comp | 2.44 | 2.09 |
M.D. Sass 3-Year FI | 2.39 | 2.00 |
Atlanta High Quality Intermediate | 2.30 | 1.94 |
PNC Cap Adv Intermediate U.S. Governemnt | 1.91 | 1.66 |
M.D. Sass 2-Year FI | 1.72 | 1.47 |
Federated Short-Inter. US Govt FI Comp | 1.76 | 1.44 |
Garcia Hamilton Short Duration | 1.56 | 1.42 |
Source: Morningstar Separate Account/CIT Fund Database
Short-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
MCM Tactical Income | 8.68 | 8.41 |
BlackRock Core PLUS | 8.17 | 8.04 |
BlackRock Core Bond Enhcd Idx | 8.14 | 7.98 |
Aegon Structured Finance | 7.93 | 7.61 |
WFAM U.S. Intermediate Income Focus | 7.48 | 7.16 |
Merganser Interm. Bond | 7.43 | 7.16 |
Sawgrass Intermediate Fixed Income | 7.32 | 7.08 |
Richmond Capital Mgt Interm/Defensive | 6.99 | 6.80 |
Wellington Intermediate Bond | 7.11 | 6.78 |
OFI Global SNW Taxable Intermediate | 6.97 | 6.73 |
Source: Morningstar Separate Account/CIT Fund Database
Short-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Aegon Structured Finance | 4.56 | 4.26 |
Post Limited Term High Yield Comp | 4.00 | 3.33 |
Frost Intermediate Taxable Composite | 3.77 | 3.27 |
Manulife IM Strategic Fixed Income Opp | 3.60 | 3.18 |
Frost Core Plus Composite | 3.77 | 3.15 |
BlackRock Core PLUS | 3.32 | 3.14 |
BlackRock Core Bond Enhcd Idx | 3.20 | 3.10 |
Brandes Corporate Focus Fixed Income | 3.24 | 2.89 |
WFAM U.S. Intermediate Income Focus | 3.12 | 2.81 |
Dodge & Cox Intermediate FI Composite | 3.06 | 2.74 |
Source: Morningstar Separate Account/CIT Fund Database
Ultrashort Bond | 1 year gross return | 1 year net return |
---|---|---|
Schroders Enhanced Securitized | 7.38 | 6.89 |
DBF Short Duration Govt/Agency | 4.94 | 4.67 |
Federated Low Duration Broad Comp | 4.48 | 4.22 |
Janus Henderson Short Duration Bond | 4.42 | 3.83 |
Winthrop Ultra-Short Fixed Income | 4.42 | 3.82 |
FIAM Leveraged Loan Composite | 4.32 | 3.80 |
RBC GAM US - Ultra Short Full Style | 3.95 | 3.77 |
Federated Trade Finance Fixed Inc Comp | 4.41 | 3.53 |
Federated Active Cash Broad FI Composite | 3.57 | 3.40 |
Morgan Stanley U.S. Short Duration | 3.44 | 3.38 |
Source: Morningstar Separate Account/CIT Fund Database
Ultrashort Bond | 5 year gross return | 5 year net return |
---|---|---|
Schroders Enhanced Securitized | 5.55 | 5.04 |
FIAM Leveraged Loan Composite | 4.03 | 3.51 |
Federated Trade Finance Fixed Inc Comp | 3.20 | 2.32 |
BNP Paribas Mortgage Alpha | 2.54 | 2.04 |
Pioneer Multi-Asset Ultrashort Income | 2.22 | 1.96 |
RBC GAM US - Ultra Short Full Style | 2.09 | 1.89 |
PIMCO Short Term | 2.32 | 1.89 |
Federated Low Duration Broad Comp | 2.13 | 1.84 |
Garcia Hamilton Short Duration Opp | 1.89 | 1.78 |
Federated Active Cash Broad FI Composite | 1.96 | 1.72 |
Source: Morningstar Separate Account/CIT Fund Database
Long Government | 1 year gross return | 1 year net return |
---|---|---|
Aegon Long US Treasury Strips | 14.35 | 14.19 |
NISA 15+ STRIPS Fixed Income Composite | 14.25 | 14.11 |
Hillswick Long Duration Government | 14.35 | 13.50 |
Hoisington Inv Mgt Macroeconomic FI Comp | 12.73 | 12.51 |
BNYM Mellon DB NSL Long Term Govt BI Fd | 12.26 | 12.12 |
SSgA Long U.S. Govt Bond Index Strategy | 12.02 | 11.97 |
W.E. DonoghuePowerTreasuryIndexPortfolio | 13.26 | 11.85 |
PIMCO Long Duration Treasury | 11.64 | 11.08 |
DoubleLine Long Duration Total Return | 12.34 | 10.90 |
Source: Morningstar Separate Account/CIT Fund Database
Long Government | 5 year gross return | 5 year net return |
---|---|---|
NISA 15+ STRIPS Fixed Income Composite | 7.83 | 7.62 |
Hillswick Long Duration Government | 7.04 | 6.62 |
Hoisington Inv Mgt Macroeconomic FI Comp | 6.50 | 6.27 |
SSgA Long U.S. Govt Bond Index Strategy | 5.62 | 5.57 |
BNYM Mellon DB NSL Long Term Govt BI Fd | 5.67 | 5.51 |
PIMCO Long Duration Treasury | 5.79 | 5.28 |
Aegon Long US Treasury Strips | 0.00 | 0.00 |
W.E. DonoghuePowerTreasuryIndexPortfolio | 0.00 | 0.00 |
DoubleLine Long Duration Total Return | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Long-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Stadion Master Long Duration Fix Inc | 18.56 | 18.47 |
Schroders Value Long Duration | 14.16 | 17.78 |
Conning LDI Credit over 25 Year Maturity | 16.32 | 15.99 |
PIMCO Long Term Bond - Long Credit | 15.94 | 15.67 |
Standish Long Corporate | 15.83 | 15.63 |
TCW Long Duration Credit | 15.20 | 15.01 |
BlackRock US Long Credit | 15.15 | 14.94 |
FIAM Long Corporate Composite | 15.23 | 14.92 |
NISA Long Credit | 15.12 | 14.86 |
Securian AM Long Duration Fixed Income | 15.10 | 14.86 |
Source: Morningstar Separate Account/CIT Fund Database
Long-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
PIMCO Long Term Bond - Long Credit | 7.14 | 6.85 |
Camden Long Duration (Govt/Credit) Comp | 7.09 | 6.61 |
Schroders Value Long Duration | 5.97 | 6.48 |
PIMCO Long Term Bond Full Authority | 6.71 | 6.46 |
Capital Group Long Crd 75%/Gov 25% Comp | 6.68 | 6.41 |
Logan Circle Long Duration | 6.47 | 6.15 |
TCW Long Duration Credit | 6.23 | 6.04 |
Dodge & Cox Long Duration FI Composite | 6.38 | 6.01 |
NISA Long Credit | 6.19 | 5.95 |
Morgan Stanley U.S. Long Duration | 6.16 | 5.94 |
Source: Morningstar Separate Account/CIT Fund Database
Multisector Bond | 1 year gross return | 1 year net return |
---|---|---|
PIMCO Diversified Income | 11.49 | 10.76 |
Guggenheim Fixed Income | 10.34 | 10.13 |
Cincinnati Asset Mgt Broad Mkt | 10.34 | 10.01 |
FIAM Investment Grade Credit | 11.06 | 9.94 |
Newfleet Global Multi-Sector Income Comp | 10.64 | 9.15 |
GW&K Corporate Bond Opportunities Strat | 9.78 | 9.07 |
FIAM Tactical Bond | 9.25 | 8.81 |
GW&K Total Return Bond Strategy | 9.39 | 8.69 |
Stone Harbor Core Plus | 8.88 | 8.58 |
Federated Strategic Multi-Sector FI Comp | 8.74 | 8.36 |
Source: Morningstar Separate Account/CIT Fund Database
Multisector Bond | 5 year gross return | 5 year net return |
---|---|---|
PIMCO Income Composite | 5.77 | 5.20 |
Guggenheim Fixed Income | 5.35 | 5.03 |
PIMCO Diversified Income | 5.67 | 4.95 |
FIAM Tactical Bond | 4.51 | 4.10 |
Federated Strategic Multi-Sector FI Comp | 4.41 | 4.05 |
FIAM Investment Grade Credit | 4.47 | 4.03 |
Columbia Strategic Income Allocation | 4.62 | 3.99 |
Muzinich Global Tactical Credit | 4.47 | 3.95 |
Invesco Multi-Sector Credit Composite | 4.44 | 3.83 |
Loomis Sayles Multi-Sector Full Discretn | 3.90 | 3.56 |
Source: Morningstar Separate Account/CIT Fund Database
Inflation-Protected Bond | 1 year gross return | 1 year net return |
---|---|---|
Franklin U.S. TIPS Composite | 5.81 | 5.50 |
PIMCO Real Ret Asset Long Duration | 5.76 | 5.18 |
State Street U.S. TIPS Index | 4.85 | 4.80 |
Northern Trust TIPS | 4.87 | 4.77 |
BlackRock TIPS (Treasury Infl-Protected) | 4.85 | 4.73 |
IR+M TIPS | 4.83 | 4.73 |
Standish US TIPS Barclays | 4.73 | 4.65 |
PIMCO Real Return Medium Authority | 4.88 | 4.63 |
Wellington TIPS | 4.82 | 4.63 |
Richmond Capital Mgt TIPS 1-10 Yr | 4.65 | 4.60 |
Source: Morningstar Separate Account/CIT Fund Database
Inflation-Protected Bond | 5 year gross return | 5 year net return |
---|---|---|
PIMCO Real Ret Asset Long Duration | 3.02 | 2.46 |
Laffer Investments US Inflation Strategy | 3.15 | 2.13 |
Franklin U.S. TIPS Composite | 1.97 | 1.79 |
Standish US TIPS Barclays | 1.82 | 1.76 |
Northern Trust TIPS | 1.78 | 1.70 |
IR+M TIPS | 1.78 | 1.68 |
BlackRock TIPS (Treasury Infl-Protected) | 1.72 | 1.61 |
BlackRock TIPS PLUS | 1.65 | 1.53 |
PIMCO Real Return Medium Authority | 1.76 | 1.50 |
Wellington TIPS | 1.66 | 1.50 |
Source: Morningstar Separate Account/CIT Fund Database
Stable Value | 1 year gross return | 1 year net return |
---|---|---|
PIMCO Stable Value | 3.02 | 2.75 |
JPMorgan US FI Stable Value (NY) | 2.40 | 2.40 |
Invesco Stable Value | 2.59 | 2.39 |
Putnam Stable Value Composite | 2.63 | 2.39 |
Standish Stable Value | 2.46 | 2.35 |
Galliard Stable Value Composite | 2.57 | 2.16 |
Source: Morningstar Separate Account/CIT Fund Database
Stable Value | 5 year gross return | 5 year net return |
---|---|---|
PIMCO Stable Value | 3.00 | 2.74 |
Standish Stable Value | 2.25 | 2.15 |
Invesco Stable Value | 2.22 | 2.01 |
Putnam Stable Value Composite | 2.20 | 1.96 |
JPMorgan US FI Stable Value (NY) | 1.95 | 1.94 |
Galliard Stable Value Composite | 2.13 | 1.73 |
Source: Morningstar Separate Account/CIT Fund Database
Convertibles | 1 year gross return | 1 year net return |
---|---|---|
AllianzGI Convertibles | 12.89 | 12.32 |
Gabelli Asset Mgt Convertibles Strategy | 11.00 | 10.26 |
Advent Investment Grade | 10.64 | 10.16 |
Invesco Convertible Securities | 9.33 | 8.68 |
MacKay Shields Convertibles | 8.92 | 8.38 |
Lord Abbett & Co. Convertibles | 9.39 | 8.26 |
INCORE Inv Grade Convertibles Comp | 8.74 | 8.14 |
Nicholas Inv - Convertibles | 8.75 | 7.94 |
Palisade Convertible Securities Comp | 8.35 | 7.75 |
SSI Convertible Investment Strategy | 8.17 | 7.58 |
Source: Morningstar Separate Account/CIT Fund Database
Convertibles | 5 year gross return | 5 year net return |
---|---|---|
SSI Inv Grade Convert Strat | 10.67 | 9.73 |
Advent Investment Grade | 9.44 | 8.97 |
INCORE Inv Grade Convertibles Comp | 8.68 | 8.08 |
AllianzGI Convertibles | 8.30 | 7.82 |
MacKay Shields Convertibles | 7.96 | 7.42 |
Gabelli Asset Mgt Convertibles Strategy | 8.10 | 7.36 |
Conning Convertible Bond | 7.38 | 6.85 |
SSI Convertible Investment Strategy | 6.97 | 6.45 |
Lord Abbett & Co. Convertibles | 7.35 | 6.23 |
Advent Balanced Convertible Strategy | 6.32 | 5.83 |
Source: Morningstar Separate Account/CIT Fund Database
Emerging Markets Bond | 1 year gross return | 1 year net return |
---|---|---|
Ashmore Emerg Mkts External Dbt Comp | 14.65 | 13.57 |
Ashmore EM Ext Debt (Sovereign) Comp | 14.37 | 13.36 |
PGIM Fixed Income EMD Composite | 13.18 | 12.56 |
Global Evolution EM Debt | 12.51 | 12.30 |
TCW Emerging Markets Fixed Income | 12.86 | 12.29 |
Payden & Rygel Emerging Markets | 12.60 | 12.10 |
Ashmore EM Ext Debt (Sovn Invt Grd) Comp | 12.86 | 11.97 |
Manulife IM Emerging Markets Debt | 12.61 | 11.93 |
Capital Group EM Debt (USD) Composite | 12.56 | 11.90 |
Lazard EM Debt - Core | 12.45 | 11.86 |
Source: Morningstar Separate Account/CIT Fund Database
Emerging Markets Bond | 5 year gross return | 5 year net return |
---|---|---|
Global Evolution Frontier Markets | 7.81 | 6.59 |
PGIM Fixed Income EMD Composite | 6.44 | 5.85 |
Blackrock Emerging Mkts Debt Corp Bond | 5.65 | 5.65 |
Global Evolution EM Debt | 6.59 | 5.64 |
Ashmore Emerg Mkts External Dbt Comp | 6.42 | 5.42 |
Ashmore EM Ext Debt (Sovereign) Comp | 6.18 | 5.23 |
Fort Washington Emerging Market Debt | 6.00 | 5.21 |
Payden & Rygel Emerging Markets | 5.59 | 5.11 |
Finisterre EMTR Composite | 5.88 | 5.11 |
JPMorgan Emerging Market Debt | 5.34 | 5.10 |
Source: Morningstar Separate Account/CIT Fund Database
World Allocation | 1 year gross return | 1 year net return |
---|---|---|
PIMCO StocksPLUS Enhanced Equity | 10.80 | 10.43 |
PIMCO StocksPLUS Absolute Return | 10.36 | 9.68 |
Morgan Stanley Glbl Tactical Asset Alloc | 9.97 | 9.66 |
Nuveen Real Asset Income | 10.52 | 9.65 |
First Quadrant Essential Beta | 9.85 | 9.51 |
First Trust Balanced Closed-End Fund | 8.26 | 6.66 |
Frontier Asset Mgmt Focused Opp | 7.18 | 6.39 |
First Eagle Global Value Equity | 6.64 | 5.85 |
Sterling AS Growth (All Funds) | 5.66 | 5.49 |
Capital Group Absolute Inc Grower Comp | 6.25 | 5.34 |
Source: Morningstar Separate Account/CIT Fund Database
World Allocation | 5 year gross return | 5 year net return |
---|---|---|
PIMCO StocksPLUS Absolute Return | 11.35 | 10.71 |
PIMCO StocksPLUS Enhanced Equity | 10.98 | 10.55 |
PIMCO RAE PLUS | 8.52 | 7.67 |
Morgan Stanley Glbl Tactical Asset Alloc | 7.77 | 7.45 |
ICON - SBI Global Moderate | 7.36 | 6.11 |
DMAP Moderate Relative Return USD-H | 6.53 | 5.77 |
Nuveen Real Asset Income | 6.52 | 5.67 |
First Eagle Global Value Equity | 5.75 | 4.96 |
Calamos Global Opportunities Composite | 5.52 | 4.76 |
NorthCoast Diversified Growth | 5.33 | 4.62 |
Source: Morningstar Separate Account/CIT Fund Database
Conservative Allocation | 1 year gross return | 1 year net return |
---|---|---|
AMP Income Generating | 9.48 | 9.48 |
Weitz Conservative Allocation | 10.26 | 9.35 |
AGFiQ Multi-Asset Income | 9.18 | 9.18 |
WS Multi-Sector Income | 9.76 | 9.10 |
MCM American Revival - Balanced | 9.60 | 9.09 |
MCA Conservative Portfolios | 9.60 | 8.81 |
Winans Balanced 50/50 Composite | 9.21 | 8.71 |
Washington Crossing Con Alt Inc & Grow | 8.19 | 7.92 |
TSW Multi-Asset Income | 8.08 | 7.74 |
Washington Crossing Con Alt Income | 7.98 | 7.71 |
Source: Morningstar Separate Account/CIT Fund Database
Conservative Allocation | 5 year gross return | 5 year net return |
---|---|---|
MCA Conservative Portfolios | 10.22 | 9.39 |
Clark Navigator MultiStrategy 50-50 | 7.15 | 7.15 |
AllianzGI Income & Growth | 6.70 | 6.27 |
TSW Multi-Asset Income | 6.53 | 6.16 |
SMART Portfolio-Mod Cons-iShares Core | 5.33 | 5.33 |
Winans Balanced 50/50 Composite | 6.12 | 5.28 |
AMP Moderately Conservative | 5.58 | 5.26 |
SMART Portfolio-Mod Cons-American Core | 5.19 | 5.19 |
Morningstar Balanced - Advisor Group WMP | 5.16 | 5.16 |
ASAP Balanced Strategy | 5.39 | 5.14 |
Source: Morningstar Separate Account/CIT Fund Database
Moderate Allocation | 1 year gross return | 1 year net return |
---|---|---|
Congress Asset Mgt Balanced | 15.16 | 14.61 |
WJA Equity Oriented (Balanced) Composite | 15.25 | 14.39 |
Montag & Caldwell Balanced | 12.97 | 12.43 |
Johnson Institutional Mgt Enhanced Index | 12.28 | 11.91 |
MCM American Revival - Growth-Plus | 11.78 | 11.28 |
Bartlett & Co. Relative Value Balanced | 11.55 | 11.02 |
Hillman Capital Mgt Bal Cnsv | 11.75 | 10.91 |
iSectors Post-MPT Moderate Allocation | 11.76 | 10.88 |
1919 SRI Balanced | 11.04 | 10.49 |
ThomasPartners Balanced Income Strategy | 11.26 | 10.44 |
Source: Morningstar Separate Account/CIT Fund Database
Moderate Allocation | 5 year gross return | 5 year net return |
---|---|---|
MCA Balanced Portfolios | 11.86 | 11.10 |
Johnson Institutional Mgt Enhanced Index | 11.03 | 10.70 |
Congress Asset Mgt Balanced | 9.87 | 9.21 |
Winans Balanced 75/25 Composite | 9.58 | 8.67 |
Janus Henderson Balanced | 8.62 | 8.07 |
WJA Equity Oriented (Balanced) Composite | 8.69 | 7.97 |
Sit Inv Balanced | 8.77 | 7.96 |
Montag & Caldwell Balanced | 7.99 | 7.62 |
Investment Management of Virginia Balanc | 7.86 | 7.31 |
1919 SRI Balanced | 7.76 | 7.23 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2000-2010 | 1 year gross return | 1 year net return |
---|---|---|
FIAM Index Target Date 2010 Composite | 6.94 | 6.78 |
FIAM Index Target Date 2005 Composite | 6.80 | 6.64 |
Capital Group 2010 Tgt Date Ret Trst Cmp | 6.90 | 6.11 |
FIAM Blend Target Date 2010 Composite | 6.40 | 6.01 |
FIAM Blend Target Date 2005 Composite | 6.29 | 5.90 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2000-2010 | 5 year gross return | 5 year net return |
---|---|---|
Capital Group 2010 Tgt Date Ret Trst Cmp | 5.11 | 4.95 |
FIAM Blend Target Date 2010 Composite | 5.16 | 4.85 |
FIAM Index Target Date 2010 Composite | 4.71 | 4.60 |
FIAM Blend Target Date 2005 Composite | 4.64 | 4.33 |
FIAM Index Target Date 2005 Composite | 4.20 | 4.17 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2011-2015 | 1 year gross return | 1 year net return |
---|---|---|
FIAM Index Target Date 2015 Composite | 7.18 | 7.03 |
Capital Group 2015 Tgt Date Ret Trst Cmp | 6.99 | 6.20 |
FIAM Blend Target Date 2015 Composite | 6.54 | 6.14 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2011-2015 | 5 year gross return | 5 year net return |
---|---|---|
FIAM Blend Target Date 2015 Composite | 5.65 | 5.34 |
Capital Group 2015 Tgt Date Ret Trst Cmp | 5.40 | 5.25 |
FIAM Index Target Date 2015 Composite | 5.25 | 5.14 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2016-2020 | 1 year gross return | 1 year net return |
---|---|---|
FIAM Index Target Date 2020 Composite | 7.28 | 7.13 |
Capital Group 2020 Tgt Date Ret Trst Cmp | 6.88 | 6.09 |
FIAM Blend Target Date 2020 Composite | 6.48 | 6.09 |
Q3 Voyage Target 2020 | 2.62 | 2.11 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2016-2020 | 5 year gross return | 5 year net return |
---|---|---|
Capital Group 2020 Tgt Date Ret Trst Cmp | 5.88 | 5.72 |
FIAM Blend Target Date 2020 Composite | 5.97 | 5.65 |
FIAM Index Target Date 2020 Composite | 5.61 | 5.50 |
Q3 Voyage Target 2020 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2021-2025 | 1 year gross return | 1 year net return |
---|---|---|
FIAM Index Target Date 2025 Composite | 7.39 | 7.23 |
FIAM Blend Target Date 2025 Composite | 6.58 | 6.18 |
Capital Group 2025 Target Date Trust Cmp | 6.75 | 5.96 |
Sage Target Date 2025 Fund | 5.63 | 5.21 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2021-2025 | 5 year gross return | 5 year net return |
---|---|---|
Capital Group 2025 Target Date Trust Cmp | 6.45 | 6.29 |
FIAM Blend Target Date 2025 Composite | 6.27 | 5.96 |
FIAM Index Target Date 2025 Composite | 5.92 | 5.82 |
Sage Target Date 2025 Fund | 4.76 | 4.34 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2026-2030 | 1 year gross return | 1 year net return |
---|---|---|
FIAM Index Target Date 2030 Composite | 7.53 | 7.37 |
FIAM Blend Target Date 2030 Composite | 6.48 | 6.08 |
Capital Group 2030 Target Date Trust Cmp | 6.61 | 5.82 |
Q3 Voyage Target 2030 | 3.27 | 2.75 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2026-2030 | 5 year gross return | 5 year net return |
---|---|---|
Capital Group 2030 Target Date Trust Cmp | 7.30 | 7.14 |
FIAM Blend Target Date 2030 Composite | 6.91 | 6.60 |
FIAM Index Target Date 2030 Composite | 6.62 | 6.51 |
Q3 Voyage Target 2030 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2031-2035 | 1 year gross return | 1 year net return |
---|---|---|
FIAM Index Target Date 2035 Composite | 7.20 | 7.05 |
Capital Group 2035 Target Date Trust Cmp | 6.50 | 5.71 |
FIAM Blend Target Date 2035 Composite | 6.10 | 5.71 |
Sage Target Date 2035 Fund | 5.68 | 5.26 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2031-2035 | 5 year gross return | 5 year net return |
---|---|---|
Capital Group 2035 Target Date Trust Cmp | 7.96 | 7.80 |
FIAM Index Target Date 2035 Composite | 7.14 | 7.03 |
FIAM Blend Target Date 2035 Composite | 7.34 | 7.02 |
Sage Target Date 2035 Fund | 5.70 | 5.28 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2036-2040 | 1 year gross return | 1 year net return |
---|---|---|
FIAM Index Target Date 2040 Composite | 7.03 | 6.87 |
Capital Group 2040 Target Date Trust Cmp | 6.49 | 5.70 |
FIAM Blend Target Date 2040 Composite | 5.88 | 5.49 |
Q3 Voyage Target 2040 | 3.85 | 3.33 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2036-2040 | 5 year gross return | 5 year net return |
---|---|---|
Capital Group 2040 Target Date Trust Cmp | 8.19 | 8.03 |
FIAM Index Target Date 2040 Composite | 7.15 | 7.04 |
FIAM Blend Target Date 2040 Composite | 7.33 | 7.01 |
Q3 Voyage Target 2040 | 0.00 | 0.00 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2041-2045 | 1 year gross return | 1 year net return |
---|---|---|
FIAM Index Target Date 2045 Composite | 7.04 | 6.88 |
Capital Group 2045 Target Date Trust Cmp | 6.46 | 5.67 |
FIAM Blend Target Date 2045 Composite | 5.87 | 5.48 |
Sage Target Date 2045 Fund | 5.33 | 4.91 |
Source: Morningstar Separate Account/CIT Fund Database
Target Date 2041-2045 | 5 year gross return | 5 year net return |
---|---|---|
Capital Group 2045 Target Date Trust Cmp | 8.34 | 8.18 |
FIAM Index Target Date 2045 Composite | 7.15 | 7.04 |
FIAM Blend Target Date 2045 Composite | 7.32 | 7.00 |
Sage Target Date 2045 Fund | 6.16 | 5.73 |
Source: Morningstar Separate Account/CIT Fund Database
Retirement Income | 1 year gross return | 1 year net return |
---|---|---|
Beacon Dividend Income Composite | 10.76 | 9.54 |
Texas Retirement Income Strategy | 9.65 | 9.32 |
UBS PWS Diversified Income | 7.58 | 7.26 |
FIAM Index Target Date Income Composite | 6.64 | 6.48 |
UBS PWS Diversified Income w/ Muni | 6.73 | 6.41 |
PIMCO Retirement Income Model Cnsrv | 5.92 | 5.92 |
FIAM Blend Target Date Income Composite | 6.17 | 5.78 |
Advisors Capital Mgt Income w/Growth | 7.22 | 5.68 |
PIMCO Retirement Income Model-Mod Gr | 5.51 | 5.51 |
PIMCO Retirement Income Model - Balanced | 5.11 | 5.11 |
Source: Morningstar Separate Account/CIT Fund Database
Retirement Income | 5 year gross return | 5 year net return |
---|---|---|
HW Dividend Income | 5.84 | 5.14 |
Beacon Dividend Income Composite | 6.10 | 4.64 |
PIMCO Retirement Income Model-Mod Gr | 4.41 | 4.41 |
Texas Retirement Income Strategy | 5.25 | 3.97 |
PIMCO Retirement Income Model Cnsrv | 3.82 | 3.82 |
PIMCO Retirement Income Model - Balanced | 3.72 | 3.72 |
FIAM Blend Target Date Income Composite | 3.98 | 3.67 |
Horizon Real Spend 7 | 4.84 | 3.56 |
FIAM Index Target Date Income Composite | 3.55 | 3.44 |
Horizon Real Spend 6 | 4.19 | 3.43 |