Top performing managers by category: separate accounts, 2nd Quarter 2021




Target Date 2026-20301 year gross return1 year net return
Q3 Voyage Target 203031.8731.23
FIAM Blend Target Date 2030 Composite29.6829.25
Q3 Destination Target 203027.1226.50
BNYM Mellon SL SmartPath Trgt Dt 2030 T26.0025.94
Capital Group 2030 Target Date Ret Comp25.2725.27
FIAM Index Target Date 2030 Composite25.1124.94
Northern Trust Goal Engineer 2030 Model21.76n/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2026-20305 year gross return5 year net return
FIAM Blend Target Date 2030 Composite13.0712.81
Capital Group 2030 Target Date Ret Comp12.4112.41
FIAM Index Target Date 2030 Composite12.1212.02
BNYM Mellon SL SmartPath Trgt Dt 2030 T11.2511.20
Q3 Voyage Target 20309.729.17
Q3 Destination Target 2030n/an/a
Northern Trust Goal Engineer 2030 Model8.00n/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Small Growth1 year gross return1 year net return
Morgan Stanley Inception153.65151.78
Penn Capital Small to Micro Cap Equity144.08142.97
Granahan Small Cap Select137.58135.40
Anchor Founders Value Institutional129.03128.64
Granahan SMID Select129.22127.08
Next Century Growth Micro Cap Growth117.26115.83
Financial Trust American Discplnd Small107.78105.21
Oberweis Micro-Cap Growth104.30102.89
Spouting Rock Small Cap Growth102.96101.35
Advisory Research U.S. Small Cap Growth102.21100.39
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Small Growth5 year gross return5 year net return
Morgan Stanley Inception47.4046.34
Next Century Growth Micro Cap Growth44.8543.92
Granahan Small Cap Select44.1642.81
Granahan Inv Mgt - Sm Cap Focused Grth42.9441.84
Granahan SMID Select42.0540.68
Advisory Research U.S. Small Cap Growth39.3838.10
Driehaus Micro Cap Growth38.4737.12
Granahan SC Advantage37.5936.94
Wasatch Small Cap Ultra Growth Composite34.7433.57
Granahan Inv Mgt Sm-Cap Core Gr33.9733.31
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Health1 year gross return1 year net return
ARK Genomic Revolution80.4179.09
Baillie Gifford Health Innovation59.0658.21
Financial Trust Health Value50.8649.00
PVG Emerging Healthcare25.4124.82
Janus Henderson Global Life Sciences24.9324.13
Nicholas Inv-NicHealth31.0723.93
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 August 20, 2021


Health5 year gross return5 year net return
ARK Genomic Revolution43.6142.55
Janus Henderson Global Life Sciences16.0815.34
PVG Emerging Healthcare14.5214.41
Financial Trust Health Value10.078.71
Baillie Gifford Health Innovationn/an/a
Nicholas Inv-NicHealthn/an/a
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 August 20, 2021


Financial1 year gross return1 year net return
Kennedy Bank Sector85.6883.78
Jennison Financial Services Equity59.9559.08
Confluence BDC-Wrap55.9153.66
Wellington FinTech37.6636.47
Manole Fin Tech32.0230.73
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Financial5 year gross return5 year net return
Manole Fin Tech21.7520.36
Confluence BDC-Wrap9.748.10
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 August 20, 2021


High Yield Bond1 year gross return1 year net return
L&S Short-Duration High Yield34.2933.34
First Trust Taxable Closed End Fund29.5027.86
Mesirow High Yield27.1726.62
DDJ U.S. Opportunistic High Yield Comp24.3223.76
L&S High Yield24.3523.35
MacKay Select Credit Opportunities Comp23.7622.85
DDJ US Blended High Yield Composite23.0122.55
Ivy High Yield Fixed Income Composite21.9521.19
Federated Hermes Opportunistic HighYield21.7421.13
Capital Group U.S. High-Yield FI Comp20.9820.98
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


High Yield Bond5 year gross return5 year net return
Diamond Hill High Yield11.0310.48
MacKay Select Credit Opportunities Comp10.459.71
Artisan High Income9.538.78
Mesirow High Yield9.188.73
DDJ U.S. Opportunistic High Yield Comp9.098.60
Shenkman Capital Multi-Strategy Comp9.398.58
T. Rowe Price US High Yield Bd (Phila.)8.958.41
PineBridge High Yield Bond Composite8.808.36
Diamond Hill Corporate Credit8.568.07
Federated Hermes Opportunistic HighYield8.548.00
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Conservative Allocation1 year gross return1 year net return
GVIC Total Return Value Strategy58.9757.75
AAM Credit Opportunities46.0644.22
TSW Multi-Asset Income31.7431.42
AllianzGI Income & Growth31.9631.01
MCA Conservative Portfolios31.2530.18
Q3 Voyage - Conservative31.4928.63
Toews Managed Risk Blueprint26.7626.76
iSectors Tactical Glbl Bal Allocation27.2326.32
ICON - SBI Global Conservative27.6925.76
Clark Navigator MultiStrategy 50-5024.4424.44
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Conservative Allocation5 year gross return5 year net return
MCA Conservative Portfolios18.4717.58
AllianzGI Income & Growth14.1213.56
TSW Multi-Asset Income12.3011.97
Clark Navigator MultiStrategy 50-5011.3611.36
Copeland Large Cap Div Growth Balanced13.1711.18
SSI Flexible Allocation–Conservative11.2410.16
ASAP Balanced Strategy10.3010.04
Karp Conservative Income and Growth11.669.54
Morningstar Balanced - Advisor Group WMP9.459.45
Winans Balanced 50/50 Composite10.189.45
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2021-20251 year gross return1 year net return
FIAM Blend Target Date 2025 Composite25.9825.58
BNYM Mellon SL SmartPath Trgt Dt 2025 T22.4522.42
FIAM Index Target Date 2025 Composite21.7821.61
Capital Group 2025 Target Date Ret Comp21.1121.11
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2021-20255 year gross return5 year net return
FIAM Blend Target Date 2025 Composite11.6511.40
Capital Group 2025 Target Date Ret Comp10.7910.79
FIAM Index Target Date 2025 Composite10.7210.61
BNYM Mellon SL SmartPath Trgt Dt 2025 T10.1810.14
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Ultrashort Bond1 year gross return1 year net return
FIAM Leveraged Loan Composite10.6410.10
Goldman Sachs Opportunistic Fixed Income7.346.83
Dolan McEniry Core Plus4.534.25
Pioneer Multi-Asset Ultrashort Income3.813.55
Federated Hermes Trade Finance4.113.23
Federated Hermes Low Duration Broad2.772.56
Federated Hermes Active Cash Broad2.542.43
Calvert Ultra-Short Duration Bond2.502.24
RBC US Ultra Short Duration: Full Style2.091.88
Seix Ultra Short1.701.53
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Ultrashort Bond5 year gross return5 year net return
Dolan McEniry Core Plus5.054.78
FIAM Leveraged Loan Composite5.004.48
Federated Hermes Low Duration Broad2.782.53
Federated Hermes Trade Finance3.302.43
Federated Hermes Active Cash Broad2.522.34
RBC US Ultra Short Duration: Full Style2.482.28
PIMCO Short Term2.732.28
Calvert Ultra-Short Duration Bond2.392.14
Winthrop Ultra-Short Fixed Income2.582.03
MetLife Inv. Mgmt. STAMP 1-32.272.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Global Real Estate1 year gross return1 year net return
CBRE Clarion Global Real Estate38.9038.35
Cohen & Steers Global RE Securities Comp38.7138.03
Cohen & Steers Global Realty Focus Comp39.1138.03
CenterSquare Global REIT38.3637.66
LaSalle Global Real Estate Securities38.2537.35
Brookfield Gbl Rl Estate Secs Alpha37.7236.87
Third Avenue Real Estate Value Equity38.3936.74
Duff&Phelps Glbl Real Estate Securities37.0236.37
American Century Global Real Estate36.6436.13
Morgan Stanley Glbl Real Estate36.8235.67
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Global Real Estate5 year gross return5 year net return
Cohen & Steers European RE Composite USD14.4213.34
Cohen & Steers Global Realty Focus Comp12.0211.05
Hazelview Global Focused RE10.419.79
Hazelview Core International RE10.099.49
Cohen & Steers Intl RE Securities Comp10.169.33
Janus Henderson Global Eq-Property Eq11.199.09
Wellington Global Property Composite9.839.08
American Century Global Real Estate9.589.02
Global REIT Income Preference9.738.98
Cohen & Steers Global RE Securities Comp9.378.88
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Intermediate-Term Bond1 year gross return1 year net return
Toews All Equity Legacy22.2520.76
Spectrum Preferred Securities12.4312.19
F/m Genoa Opportunistic Income11.5111.12
Optimus Bond Rotation11.0710.52
Brandywine Global U.S. Fixed Income8.448.12
Eaton Vance Municipal Opportunities8.407.76
RNC Genter Fixed Income AMT Blend7.607.24
DeRoy & Devereaux Total Return Bond6.275.86
Sit Inv Total Ret Strat6.115.69
MacKay Shields Core Plus Opportunities5.485.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Intermediate-Term Bond5 year gross return5 year net return
Brandywine Global U.S. Fixed Income7.827.50
Toews All Equity Legacy8.887.48
Spectrum Preferred Securities6.936.69
F/m Genoa Opportunistic Income5.925.42
AB US Investment Grade Corporates5.655.38
BlackRock Corporates5.144.97
MacKay Shields Core Plus Opportunities5.194.78
LMCG Institutional Core Bond4.934.72
Invesco Core Plus Composite5.054.68
Manulife IM US Core Plus Fixed Income4.944.62
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


High Yield Bond1 year gross return1 year net return
L&S Short-Duration High Yield34.2933.34
First Trust Taxable Closed End Fund29.5027.86
Mesirow High Yield27.1726.62
DDJ U.S. Opportunistic High Yield Comp24.3223.76
L&S High Yield24.3523.35
MacKay Select Credit Opportunities Comp23.7622.85
DDJ US Blended High Yield Composite23.0122.55
Ivy High Yield Fixed Income Composite21.9521.19
Federated Hermes Opportunistic HighYield21.7421.13
Capital Group U.S. High-Yield FI Comp20.9820.98
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


High Yield Bond5 year gross return5 year net return
Diamond Hill High Yield11.0310.48
MacKay Select Credit Opportunities Comp10.459.71
Artisan High Income9.538.78
Mesirow High Yield9.188.73
DDJ U.S. Opportunistic High Yield Comp9.098.60
Shenkman Capital Multi-Strategy Comp9.398.58
T. Rowe Price US High Yield Bd (Phila.)8.958.41
PineBridge High Yield Bond Composite8.808.36
Diamond Hill Corporate Credit8.568.07
Federated Hermes Opportunistic HighYield8.548.00
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Ultrashort Bond1 year gross return1 year net return
FIAM Leveraged Loan Composite10.6410.10
Goldman Sachs Opportunistic Fixed Income7.346.83
Dolan McEniry Core Plus4.534.25
Pioneer Multi-Asset Ultrashort Income3.813.55
Federated Hermes Trade Finance4.113.23
Federated Hermes Low Duration Broad2.772.56
Federated Hermes Active Cash Broad2.542.43
Calvert Ultra-Short Duration Bond2.502.24
RBC US Ultra Short Duration: Full Style2.091.88
Seix Ultra Short1.701.53
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Ultrashort Bond5 year gross return5 year net return
Dolan McEniry Core Plus5.054.78
FIAM Leveraged Loan Composite5.004.48
Federated Hermes Low Duration Broad2.782.53
Federated Hermes Trade Finance3.302.43
Federated Hermes Active Cash Broad2.522.34
RBC US Ultra Short Duration: Full Style2.482.28
PIMCO Short Term2.732.28
Calvert Ultra-Short Duration Bond2.392.14
Winthrop Ultra-Short Fixed Income2.582.03
MetLife Inv. Mgmt. STAMP 1-32.272.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Large Blend1 year gross return1 year net return
Diamond Hill All Cap Select WRAP70.2465.42
Channing Capital Large-Cap Value65.2365.10
Channing Capital All-Cap Value65.3564.65
WEDGE Large Cap Value62.9261.75
SFE All-Cap Core Growth & Income64.2561.05
Trowbridge Dynamic Alpha (Adviser Class)60.2459.66
Harris U.S. Concentrated Value Equity60.0658.53
Harris U.S. Equity Comp59.3758.22
Kovitz Core Equity59.7157.84
Mellon US Large Cap Core Equity56.7156.05
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Large Blend5 year gross return5 year net return
Fuller & Thaler Behavioral Unconstrnd Eq24.6124.22
Euclid Advisory Large Cap Growth22.8221.46
Profit Inv Mgt (PIM) Profit Social22.0621.39
HSMP Concentrated Quality Growth Eq20.9020.09
WestEnd Advisors US Sector20.1719.85
Pioneer US Large Core Equity20.5019.79
Franklin Street Partners Advantaged Eqty20.8919.70
WJA Equity Oriented Compsit (Eq Asst Cl)20.2719.64
EARNEST All Cap20.6919.50
GS US Equity ESG19.9219.50
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2000-20101 year gross return1 year net return
Capital Group 2010 Target Date Ret Comp15.7215.72
FIAM Blend Target Date 2010 Composite15.4015.04
FIAM Index Target Date 2010 Composite12.1912.03
FIAM Blend Target Date 2005 Composite11.6911.34
FIAM Index Target Date 2005 Composite8.758.60
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2000-20105 year gross return5 year net return
FIAM Blend Target Date 2010 Composite8.478.23
Capital Group 2010 Target Date Ret Comp7.877.87
FIAM Index Target Date 2010 Composite7.727.61
FIAM Blend Target Date 2005 Composite7.236.99
FIAM Index Target Date 2005 Composite6.516.42
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Real Estate1 year gross return1 year net return
Financial Trust Global REIT45.8944.09
Brookfield US Rl Estate Secs Value Inc43.4242.66
Innovative Portfolios Real Estate G&I44.3342.59
Heitman US RE Securities Focused42.1041.25
CBRE Clarion U.S. Real Estate41.8840.99
BNYM Mellon SL REIT Index Fund Class T39.8139.83
Duff & Phelps US REIT40.5639.74
BNYM Mellon SL REIT Index Fund39.8139.71
Cohen & Steers US Realty Focus Comp39.5138.53
Adelante Total Return Strategy Composite39.0738.49
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Real Estate5 year gross return5 year net return
Cohen & Steers US Realty Focus Comp12.2211.37
WFAM PMV REIT Equity10.429.60
Cohen & Steers US Realty Total Ret Comp10.409.56
Neuberger Berman REIT10.319.36
PGI Real Estate Equity Securities9.558.96
Financial Trust Global REIT9.958.58
Heitman US RE Securities Focused9.198.52
Sterling Capital Stratton Real EstateSMA9.178.52
Wellington Real Estate Securities9.208.38
Duff & Phelps US REIT8.718.05
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Europe Stock1 year gross return1 year net return
Pzena European Focused Value60.6060.02
Baillie Gifford Europe ex UK52.3051.48
Financial Trust Europe ValueMomentum51.8349.96
Baillie Gifford Pan-Europe50.6649.80
Brandes European Equity50.0349.09
Mellon Euroland Small Cap Equity50.0948.65
PGI European Equity42.8342.22
Fisher European Equity40.4939.95
Acadian European Equity Composite40.3339.31
T. Rowe Price Europe ex-UK Equity38.7938.14
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Europe Stock5 year gross return5 year net return
Baillie Gifford Europe ex UK21.8721.18
Baillie Gifford Pan-Europe17.2816.55
Mellon Euroland Small Cap Equity15.4414.33
Financial Trust Europe ValueMomentum15.5814.16
T. Rowe Price Europe ex-UK Equity14.7114.16
NS Partners European Equity14.6013.92
PGI European Equity14.4013.91
Wellington Strategic European Equity12.8412.02
Fisher European Equity12.8911.98
Acadian European Equity Composite12.8111.98
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Large Value1 year gross return1 year net return
Polaris Concentrated Value90.0588.23
Shapiro Capital Mgt All Cap Value81.0079.40
Polaris Focused Value79.3877.74
Diamond Hill All Cap Select Equity72.4271.27
Pzena U.S. Best Ideas70.9370.07
Concentrated US Opportunities Equity70.1469.36
Pzena Focused Value70.0969.05
Pzena Large Cap Focused Value69.1768.62
Hotchkis & Wiley - Lg-Cap Divers Val67.1066.95
Harris U.S. Diversified Comp67.3666.24
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Large Value5 year gross return5 year net return
Polaris Concentrated Value24.4223.20
Polaris Focused Value22.0120.78
Shapiro Capital Mgt All Cap Value20.6919.54
Seizert Capital Partners Core Equity19.7219.15
Hillman Advantage Value Equity SMA19.9518.78
MAP US Multi-Cap Value Composite19.6918.52
Cooke & Bieler Concentrated Value Equity19.3718.35
Diamond Hill All Cap Select Equity18.9618.23
Cornerstone Concentrated 3019.1118.23
JPM US Value-Composite19.4718.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2036-20401 year gross return1 year net return
Q3 Voyage Target 204044.3643.66
FIAM Blend Target Date 2040 Composite41.2740.83
FIAM Index Target Date 2040 Composite35.6935.50
Q3 Destination Target 204035.0334.38
Capital Group 2040 Target Date Ret Comp34.1034.10
BNYM Mellon SL SmartPath Trgt Dt 2040 T33.6133.49
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2036-20405 year gross return5 year net return
Capital Group 2040 Target Date Ret Comp15.0515.05
FIAM Blend Target Date 2040 Composite15.2915.04
FIAM Index Target Date 2040 Composite14.3014.20
BNYM Mellon SL SmartPath Trgt Dt 2040 T12.8912.84
Q3 Voyage Target 204012.7912.23
Q3 Destination Target 2040n/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Foreign Large Blend1 year gross return1 year net return
EARNEST International Equity52.9851.70
Arrowstreet Intl Eq Str All Wld ex US50.8749.72
Artisan International Value49.0747.74
Janus Henderson Intl Alpha Equity48.1547.21
ARGA Intl Sector-Neutral Strategy47.8147.02
Diamond Hill International47.2846.35
SmithAssetMgt-IntlEquity47.5246.07
Boston Advisors International Equity47.0445.93
Boston Advisors International ADR SA45.6644.96
WCM Focused International Value44.6744.00
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Foreign Large Blend5 year gross return5 year net return
Schroders International Alpha15.9714.90
Janus Henderson Intl Alpha Equity15.5614.83
WFAM International Equity CEF15.6114.64
Arrowstreet Intl Eq Str All Wld ex US15.4114.50
Schroders International Alpha ADR14.3914.08
Avalon International Value Equity15.2514.06
Boston Advisors International Equity14.7013.86
WCM Focused International Value14.1913.83
HGK International Equity14.7513.67
Trinity Street International Equity14.6013.56
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Long/Short Equity1 year gross return1 year net return
Camden Equity48.3647.39
Alpha DNA Mid Small Cap Hedged Equity44.0142.43
BlackRock Alpha Advantage 500 Composite42.1242.12
Horizon Focused with Risk Assist39.6738.29
F/m Integrated Alpha Long / Short38.7937.75
Calamos Phineus Long/Short Composite37.7136.07
Alpha DNA All Cap Hedged Equity37.0634.57
Elite Tactical Long/Short35.6734.34
QMA US Core Equity Extended33.6232.78
Optimus Hedged Equity33.3532.70
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Long/Short Equity5 year gross return5 year net return
F/m Integrated Alpha Long / Short24.5124.30
Camden Equity20.2719.50
BlackRock Alpha Advantage 500 Composite19.2919.10
Alpha DNA All Cap Hedged Equity14.7812.90
Epoch Global Absolute Return14.0612.88
QMA US Core Equity Extended13.3812.65
Robinson Market Opportunity13.2412.27
Calamos Phineus Long/Short Composite13.5412.15
Elite Tactical Long/Short12.8111.76
Convergence Long/Short Equity12.7511.63
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Diversified Pacific/Asia1 year gross return1 year net return
Financial Trust Asia ValueMomentum57.9756.02
Metis International Micro Cap Equity55.5355.26
ImpaxAsian Enviornmental Composite51.3249.82
Asia Pacific Separately Mangaed Account41.5740.61
Asia Pacific inc Japan Equity36.4235.07
Sit Inv Pac Basin32.4631.30
ARI Asia Pacific28.6827.42
State Street Asia Pac Value Spotlight21.0420.28
Horizon Asia Institutional19.4218.23
Templeton Asia Pacific Eqn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Diversified Pacific/Asia5 year gross return5 year net return
Financial Trust Asia ValueMomentum23.9922.45
ImpaxAsian Enviornmental Composite16.2015.05
ARI Asia Pacific14.1713.60
Sit Inv Pac Basin14.5913.58
Asia Pacific inc Japan Equity14.4713.33
Asia Pacific Separately Mangaed Account13.7112.83
State Street Asia Pac Value Spotlight10.8710.19
Horizon Asia Institutional6.365.30
Metis International Micro Cap Equityn/an/a
Templeton Asia Pacific Eqn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Small Growth1 year gross return1 year net return
Morgan Stanley Inception153.65151.78
Penn Capital Small to Micro Cap Equity144.08142.97
Granahan Small Cap Select137.58135.40
Anchor Founders Value Institutional129.03128.64
Granahan SMID Select129.22127.08
Next Century Growth Micro Cap Growth117.26115.83
Financial Trust American Discplnd Small107.78105.21
Oberweis Micro-Cap Growth104.30102.89
Spouting Rock Small Cap Growth102.96101.35
Advisory Research U.S. Small Cap Growth102.21100.39
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Small Growth5 year gross return5 year net return
Morgan Stanley Inception47.4046.34
Next Century Growth Micro Cap Growth44.8543.92
Granahan Small Cap Select44.1642.81
Granahan Inv Mgt - Sm Cap Focused Grth42.9441.84
Granahan SMID Select42.0540.68
Advisory Research U.S. Small Cap Growth39.3838.10
Driehaus Micro Cap Growth38.4737.12
Granahan SC Advantage37.5936.94
Wasatch Small Cap Ultra Growth Composite34.7433.57
Granahan Inv Mgt Sm-Cap Core Gr33.9733.31
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Small Value1 year gross return1 year net return
DOMO Concentrated All Cap Value174.76170.41
Bridgeway Small Cap Value124.88123.76
Penn Capital Small Cap Value Equity113.61112.66
Snow Capital Mgt Small Cap Value Eq105.11104.19
WPG Partners Concentrated Small Cap Val102.12101.38
PIMCO RAE US Small98.6497.65
Delafield Concentrated Value94.7793.55
Snow Capital SMID Cap Value94.3092.99
Towle & Co. Deep Value90.9489.54
Clifford Capital Focused Small Cap Value90.7489.05
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Small Value5 year gross return5 year net return
DOMO Concentrated All Cap Value36.9234.75
Penn Capital Small Cap Value Equity25.3524.65
Brandywine Small Mid Cap Val Eq20.9719.91
Bridgeway Small Cap Value18.4617.87
Brandywine Institutional Small Cap Value18.6017.44
DePrince, Race & Zollo, Micro Cap Val18.3617.24
American Century U.S. Small Cap Value18.3117.16
PIMCO RAE US Small17.3316.88
Olstein US SMID Value Equity17.1415.99
Heartland Small-Cap Value Plus Strategy16.8315.98
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Multisector Bond1 year gross return1 year net return
Herzfeld Fixed Income Composite31.2730.24
Preferred Securities Fixed Income15.1714.73
Federated Hermes Strategic Multi-Sector14.4614.06
Newfleet Global Multi-Sector Income Comp14.4612.93
Fort Washington Flexible Income12.6712.44
PineBridge Dynamic Fixed Income Comp12.6812.28
Calvert Flexible Bond11.7811.34
Western Asset Multi-Asset Credit11.7011.04
Bramshill Income Performance Fund10.6310.63
GW&K Corporate Bond Opportunities Strat11.1310.42
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Multisector Bond5 year gross return5 year net return
Herzfeld Fixed Income Composite11.2810.43
BW Global Multi-Sector Income (fka GITR)7.246.64
Loomis Sayles Multi-Sector Full Discretn6.956.60
LS Multisector Credit6.976.49
Federated Hermes Strategic Multi-Sector6.836.46
PIMCO Diversified Income7.016.29
Newfleet Global Multi-Sector Income Comp7.676.22
PIMCO Income Composite6.375.79
FIAM Tactical Bond6.065.64
Thornburg Multisector Opportun Composite6.285.63
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Mid-Cap Value1 year gross return1 year net return
Old West Large Cap115.91113.91
Hotchkis & Wiley - Md-Cap Val93.5292.68
Bailard Micrcap Value86.1984.43
Pzena Mid Cap Focused Value82.4581.26
Smith Graham SMID (Small/Mid) Cap Value79.7478.49
Pzena Mid Cap Value74.2373.97
Integrity Small/Mid-Cap Value Comp74.7873.04
Lyrical U.S. Value Equity – EQ73.9072.72
TCW Relative Value Mid Cap72.8971.51
Ariel Small/Mid Cap Value Product72.4370.74
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Mid-Cap Value5 year gross return5 year net return
Clifford Capital All-Cap Value17.8817.37
Old West Large Cap17.1516.07
HIS Horizon Enh Socially Responsible17.3315.85
Smith Graham SMID (Small/Mid) Cap Value16.4015.57
EAM All Cap Equity15.8715.41
Ariel Small/Mid Cap Value Product16.3915.24
Heartland Mid Cap Value15.8615.01
Clarkston Capital Mid Cap Composite15.3414.97
Cooke & Bieler SMID Cap Value Equity15.5414.54
Pzena Mid Cap Focused Value15.1914.46
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Stable Value1 year gross return1 year net return
Putnam Stable Value Composite2.612.37
NISA Stable Value2.482.25
PIMCO Stable Value2.342.13
T. Rowe Price Stable Value2.232.02
Mellon Stable Value1.961.86
Invesco Stable Value2.031.83
Dodge & Cox Intermediate Stable Value Co1.411.11
T. Rowe Price Stable Value CIT CL Sn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Stable Value5 year gross return5 year net return
Dodge & Cox Intermediate Stable Value Co3.202.89
PIMCO Stable Value2.842.59
NISA Stable Value2.802.55
Putnam Stable Value Composite2.462.22
Mellon Stable Value2.252.14
T. Rowe Price Stable Value2.312.11
Invesco Stable Value2.302.10
T. Rowe Price Stable Value CIT CL Sn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Large Value1 year gross return1 year net return
Polaris Concentrated Value90.0588.23
Shapiro Capital Mgt All Cap Value81.0079.40
Polaris Focused Value79.3877.74
Diamond Hill All Cap Select Equity72.4271.27
Pzena U.S. Best Ideas70.9370.07
Concentrated US Opportunities Equity70.1469.36
Pzena Focused Value70.0969.05
Pzena Large Cap Focused Value69.1768.62
Hotchkis & Wiley - Lg-Cap Divers Val67.1066.95
Harris U.S. Diversified Comp67.3666.24
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Large Value5 year gross return5 year net return
Polaris Concentrated Value24.4223.20
Polaris Focused Value22.0120.78
Shapiro Capital Mgt All Cap Value20.6919.54
Seizert Capital Partners Core Equity19.7219.15
Hillman Advantage Value Equity SMA19.9518.78
MAP US Multi-Cap Value Composite19.6918.52
Cooke & Bieler Concentrated Value Equity19.3718.35
Diamond Hill All Cap Select Equity18.9618.23
Cornerstone Concentrated 3019.1118.23
JPM US Value-Composite19.4718.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


World Allocation1 year gross return1 year net return
CLS Active Real58.5557.93
SIM Global Macro I52.9051.90
CLS AdvisorOne Risk Budget 85 Mod Aggr42.4842.48
Calamos Global Opportunities Composite39.8838.94
Innealta Global All Asset Opp Growth39.9138.60
WST All Equity40.5137.86
First Trust Balanced Closed-End Fund39.6037.50
Leuthold Global Tactical ETF Portfolio36.7736.21
Nav Tactical Global Allocation Plus36.7735.69
iSectors Endowment Allocation35.0134.17
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


World Allocation5 year gross return5 year net return
Calamos Global Opportunities Composite15.0214.27
CLS AdvisorOne Risk Budget 85 Mod Aggr11.9911.99
WST All Equity14.2911.79
Morgan Stanley Glbl Tactical Asset Alloc12.0411.74
Sterling AS Growth (All Funds)12.0811.53
Ivy Asset Composite11.9211.09
Innealta Global All Asset Opp Growth11.4611.08
Northern Trust NFP Passive Gr Mod Inc10.9010.62
RiverFront ETF Dynamic Equity Income12.3310.58
Stairway Dynamic Allocation - Growth11.2810.46
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Large Growth1 year gross return1 year net return
Ashfield Large Cap Growth Equity39.53528.93
Baillie Gifford US Equity Growth80.7379.81
Mark Long Only76.0973.71
LEIA CBI71.2771.27
Mark Focus70.0567.74
Clark Navigator U.S. Sector Opportunity64.2663.69
Evolutionary Tree Leading Innovators64.2163.08
Dana Unconstrained Equity Strategy62.1861.29
Spouting Rock Kingsland SG62.0960.96
Morgan Stanley Growth60.5559.31
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Large Growth5 year gross return5 year net return
Ashfield Large Cap Growth Equity21.6663.82
Morgan Stanley Insight41.8540.47
Baillie Gifford US Equity Growth40.3539.64
Zevenbergen Growth Equity37.2336.76
LEIA CBI36.5536.55
Morgan Stanley Growth37.3936.40
Mark Focus34.9333.03
Mark Long Only33.8231.92
Maytech Global Growth Composite32.6331.11
Amer Cent U.S. Focused Dynamic Growth31.6030.52
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Japan Stock1 year gross return1 year net return
Eastspring Japan Focused Value Strategy50.2849.16
Eastspring Japan Value Strategy42.3941.32
Lazard Japanese Strategic Equity40.5040.46
Lazard Japanese Equity36.7236.42
FIAM Japan Growth35.1434.09
Baillie Gifford Japan All Cap33.2632.46
Pzena Japan Focused Value32.5032.13
RBC Japan Equity31.3830.14
Baillie Gifford Japan Growth29.9029.13
MFS Japan Equity26.7925.95
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Japan Stock5 year gross return5 year net return
Baillie Gifford Japan Growth15.2614.57
Baillie Gifford Japan All Cap15.1914.46
RBC Japan Equity15.4714.38
T. Rowe Price Japan Equity14.8514.22
Lazard Japanese Strategic Equity14.1513.73
Lazard Japanese Equity13.8713.55
FIAM Japan Growth13.3412.44
Burgundy Focus Asian Composite13.1512.27
Burgundy Asian (All Cap) Composite13.3312.21
Eastspring Japan Focused Value Strategy12.4011.62
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Diversified Emerging Mkts1 year gross return1 year net return
Loomis Sayles Global EM Equity77.7676.15
GlobeFlex Emerging Mkts Small Cap Cmpst71.0469.42
Jennison Emerging Markets70.2869.28
PIMCO RAE PLUS Emerging Markets70.3068.43
Morgan Stanley Emerging Markets Leaders67.4865.94
Wasatch EM Select Composite66.7665.87
Segall Bryant Emerging Markets Small Cap66.6465.40
Arrowstreet Capital Emg Mkts Equity66.3864.94
Kabouter Emerging Markets Small-Cap66.6864.30
Acadian Emerging Markets Small-Cap Comp65.4763.50
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Diversified Emerging Mkts5 year gross return5 year net return
Artisan Developing World Composite28.0326.71
Jennison Emerging Markets24.8624.01
Baillie Gifford Emerging Markets Lead Co21.0120.06
Sands Capital Emerging Markets Growth21.0819.86
Baillie Gifford Emerging Markets All Cap20.4619.51
JPM GEM Discovery-Composite19.5619.41
Wasatch EM Select Composite19.8119.14
Morgan Stanley Emerging Markets Leaders20.0919.02
WCM Inv Mgt Emerging Markets18.5017.98
Wellington EM Development18.9517.90
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Intermediate Government1 year gross return1 year net return
Columbia US Government Mortgage2.792.35
CCM Fixed Income Portfolio1.440.90
Wright Mortgage Backed Securities F/I0.780.45
FIAM Agency MBS0.490.40
Community Core Fixed Income Composite0.570.29
TCW Index Plus MBS0.260.01
RBC Access Capital Community Investing0.410.01
SeaCrest US Government Interm Duration-0.02-0.02
DBF Interm Mortgage-Backed Securities-0.30-0.54
DBF Intermediate Duration Govt/Agency-0.32-0.56
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Intermediate Government5 year gross return5 year net return
Columbia US Government Mortgage3.843.35
M.D. Sass Core Fix-Inc2.922.64
CS McKee Broad Government Fixed2.932.61
MFS US Government Fixed Income2.692.41
RBC Access Capital Community Investing2.732.31
Community Core Fixed Income Composite2.592.21
TCW Index Plus MBS2.462.20
CCM Fixed Income Portfolio2.692.17
SeaCrest US Government Interm Duration2.152.13
DBF Interm Mortgage-Backed Securities2.372.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Short-Term Bond1 year gross return1 year net return
Manulife IM Strategic Fixed Income Opp10.8510.40
SMHCA Municipal Income Wrapped Fee9.798.65
Diamond Hill Short Duration Secitizd Bd9.028.65
Post Limited Term High Yield Comp8.547.85
Manulife IM US Strategic Fixed Income7.717.28
Advisors Capital Fixed Income8.187.25
Barings Active Short Duration Composite7.457.08
Hi-Line Capital Income Advantaged6.966.96
Brandes Corporate Focus Fixed Income6.636.36
Calvert Short Duration Income Strategy5.975.67
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Short-Term Bond5 year gross return5 year net return
Manulife IM Strategic Fixed Income Opp5.054.63
Post Limited Term High Yield Comp4.834.15
Semper Active Mortgage-Backed Securities4.414.06
Manulife IM US Strategic Fixed Income4.243.83
Advisors Capital Fixed Income4.673.73
Brandes Corporate Focus Fixed Income4.063.72
Hi-Line Capital Income Advantaged3.633.63
Newfleet Multi-Sector Short Dur Cpst4.083.58
Reams Intermediate Fixed Income3.823.57
Crossmark Income Opportunities3.653.47
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Foreign Large Value1 year gross return1 year net return
ARGA International Equity Strategy67.8265.70
Harris International Equity56.1955.14
Pzena International Value ADR53.2053.20
Pzena International Focused Value53.9853.18
Lyrical International Value Equity51.4450.37
Pzena Intl Value All Country (ex-U.S.)51.1750.21
Acadian ACWI ex-US Value Composite51.1150.02
Pzena International Value49.9249.42
ClearBridge International Value50.4949.33
O'Shaughnessy International ADR.49.6148.27
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Foreign Large Value5 year gross return5 year net return
Wellington Global Opportunistic Value15.1914.41
ARGA International Equity Strategy15.2814.10
WGI Developed Markets Ex-U.S. Composite14.8613.95
Acadian ACWI ex-US Value Composite14.2413.40
Acadian ACW ex-U.S. Equity Composite14.1113.27
Harris International Equity13.2512.45
Pzena International Focused Value12.9412.36
Foresight Global Value Composite12.6612.32
MFS Blended Research - International11.9111.46
Pzena International Value11.7911.42
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Latin America Stock1 year gross return1 year net return
Financial Trust Latin Value Momentum64.6462.61
Latin American Equity44.0242.59
T. Rowe Price Latin America Equity40.1539.00
Morgan Stanley Latin America Equity35.5233.61
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Latin America Stock5 year gross return5 year net return
T. Rowe Price Latin America Equity8.307.38
Morgan Stanley Latin America Equity6.826.04
Latin American Equity6.425.36
Financial Trust Latin Value Momentum4.843.55
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Large Blend1 year gross return1 year net return
Diamond Hill All Cap Select WRAP70.2465.42
Channing Capital Large-Cap Value65.2365.10
Channing Capital All-Cap Value65.3564.65
WEDGE Large Cap Value62.9261.75
SFE All-Cap Core Growth & Income64.2561.05
Trowbridge Dynamic Alpha (Adviser Class)60.2459.66
Harris U.S. Concentrated Value Equity60.0658.53
Harris U.S. Equity Comp59.3758.22
Kovitz Core Equity59.7157.84
Mellon US Large Cap Core Equity56.7156.05
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Large Blend5 year gross return5 year net return
Fuller & Thaler Behavioral Unconstrnd Eq24.6124.22
Euclid Advisory Large Cap Growth22.8221.46
Profit Inv Mgt (PIM) Profit Social22.0621.39
HSMP Concentrated Quality Growth Eq20.9020.09
WestEnd Advisors US Sector20.1719.85
Pioneer US Large Core Equity20.5019.79
Franklin Street Partners Advantaged Eqty20.8919.70
WJA Equity Oriented Compsit (Eq Asst Cl)20.2719.64
EARNEST All Cap20.6919.50
GS US Equity ESG19.9219.50
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Multisector Bond1 year gross return1 year net return
Herzfeld Fixed Income Composite31.2730.24
Preferred Securities Fixed Income15.1714.73
Federated Hermes Strategic Multi-Sector14.4614.06
Newfleet Global Multi-Sector Income Comp14.4612.93
Fort Washington Flexible Income12.6712.44
PineBridge Dynamic Fixed Income Comp12.6812.28
Calvert Flexible Bond11.7811.34
Western Asset Multi-Asset Credit11.7011.04
Bramshill Income Performance Fund10.6310.63
GW&K Corporate Bond Opportunities Strat11.1310.42
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Multisector Bond5 year gross return5 year net return
Herzfeld Fixed Income Composite11.2810.43
BW Global Multi-Sector Income (fka GITR)7.246.64
Loomis Sayles Multi-Sector Full Discretn6.956.60
LS Multisector Credit6.976.49
Federated Hermes Strategic Multi-Sector6.836.46
PIMCO Diversified Income7.016.29
Newfleet Global Multi-Sector Income Comp7.676.22
PIMCO Income Composite6.375.79
FIAM Tactical Bond6.065.64
Thornburg Multisector Opportun Composite6.285.63
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Foreign Small/Mid Value1 year gross return1 year net return
Metis Global Micro Cap Equity67.5165.93
Pzena Intl Small Cap Focused Value64.7463.73
Brandes International Small Cap Eq61.2459.85
Radin International Small Cap Value60.7959.34
Renaissance International Small Cap Eq58.3758.17
Causeway International Small Cap54.5853.53
GlobeFlex International Micro Cap Cmpst54.2752.94
Metis International Small Cap Equity53.1352.06
O'Shaughnessy Int'l Small Cap Value51.3150.94
ARGA International Small-Cap Strategy52.3250.86
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Foreign Small/Mid Value5 year gross return5 year net return
Kopernik Global All-Cap15.8315.00
ARGA International Small-Cap Strategy14.4313.15
GlobeFlex International Micro Cap Cmpst13.4612.46
Renaissance International Small Cap Eq12.9912.32
Causeway International Small Cap12.1711.23
LSV Asset Mgt Intl Sm-Cap Val Eq11.1110.02
Metis Global Micro Cap Equity10.989.71
SSgA International Small Cap Active11.189.70
ClearBridge International Small Cap9.808.72
Metis International Small Cap Equity7.396.55
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Long-Term Bond1 year gross return1 year net return
AXA Inv Mgrs US Inv Grade Corp4.6112.47
Dorsey Wright Tactical Fixed Income11.9310.86
Sterling Alternative Bond7.297.38
Macquarie US Long Duration Fix-Inc6.936.35
Conning Long Duration Credit6.215.93
FIAM Long Corporate Composite6.145.85
Barings U.S. Invest. Grade Corp. Credit5.975.70
Conning LDI Credit 15-25 Year Maturity5.875.56
PIMCO Long Term Bond - Long Credit5.595.34
Conning LDI Credit over 25 Year Maturity5.675.22
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Long-Term Bond5 year gross return5 year net return
PIMCO Long Term Bond - Long Credit8.267.98
FIAM Long Corporate Composite7.747.44
Dodge & Cox Long Duration FI Composite7.607.23
PIMCO Long Term Bond Full Authority7.457.21
TCW Long Duration Credit7.407.20
Mellon Long Corporate7.397.19
Barrow Hanley Long Credit7.457.06
BlackRock US Long Credit7.217.05
AXA Inv Mgrs US Inv Grade Corp5.656.93
NISA Long Credit7.156.91
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Intermediate Government1 year gross return1 year net return
Columbia US Government Mortgage2.792.35
CCM Fixed Income Portfolio1.440.90
Wright Mortgage Backed Securities F/I0.780.45
FIAM Agency MBS0.490.40
Community Core Fixed Income Composite0.570.29
TCW Index Plus MBS0.260.01
RBC Access Capital Community Investing0.410.01
SeaCrest US Government Interm Duration-0.02-0.02
DBF Interm Mortgage-Backed Securities-0.30-0.54
DBF Intermediate Duration Govt/Agency-0.32-0.56
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Intermediate Government5 year gross return5 year net return
Columbia US Government Mortgage3.843.35
M.D. Sass Core Fix-Inc2.922.64
CS McKee Broad Government Fixed2.932.61
MFS US Government Fixed Income2.692.41
RBC Access Capital Community Investing2.732.31
Community Core Fixed Income Composite2.592.21
TCW Index Plus MBS2.462.20
CCM Fixed Income Portfolio2.692.17
SeaCrest US Government Interm Duration2.152.13
DBF Interm Mortgage-Backed Securities2.372.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


World Bond1 year gross return1 year net return
BW Global Unconstrained FI - Enhanced22.0620.56
Brandywine Global Opportun Fxd Inc13.2212.74
Brandywine Global Opportunistic Tot Ret13.4112.63
Brandywine Intl Opportunistic Fxd Inc12.7912.29
Eaton Vance Multi-Asset Credit12.2111.66
Brandywine Global Fixed Income12.0611.45
Brandywine International Fixed Inc11.6411.14
Brandywine Global Unconstrained F/I10.8910.12
PIMCO Non US Unhedged9.869.26
Oaktree European Senior Loans9.238.69
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


World Bond5 year gross return5 year net return
Eaton Vance Multi-Asset Credit6.756.22
Wellington Opportunistic Fixed Income6.626.05
T. Rowe Price Gbl Invmt Grade Corp Bond5.164.84
MFS Global Aggregate Opportunistic FI5.254.82
Brandywine Global Opportunistic Tot Ret5.544.80
PGIM Fixed Income Global Total Return5.114.74
BlackRock Glbl Bond4.484.35
Brandywine Global Opportun Fxd Inc4.714.24
PIMCO Global Advantage Strategy4.624.08
PIMCO Global Aggregate Hedged4.474.04
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Mid-Cap Value1 year gross return1 year net return
Old West Large Cap115.91113.91
Hotchkis & Wiley - Md-Cap Val93.5292.68
Bailard Micrcap Value86.1984.43
Pzena Mid Cap Focused Value82.4581.26
Smith Graham SMID (Small/Mid) Cap Value79.7478.49
Pzena Mid Cap Value74.2373.97
Integrity Small/Mid-Cap Value Comp74.7873.04
Lyrical U.S. Value Equity – EQ73.9072.72
TCW Relative Value Mid Cap72.8971.51
Ariel Small/Mid Cap Value Product72.4370.74
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Mid-Cap Value5 year gross return5 year net return
Clifford Capital All-Cap Value17.8817.37
Old West Large Cap17.1516.07
HIS Horizon Enh Socially Responsible17.3315.85
Smith Graham SMID (Small/Mid) Cap Value16.4015.57
EAM All Cap Equity15.8715.41
Ariel Small/Mid Cap Value Product16.3915.24
Heartland Mid Cap Value15.8615.01
Clarkston Capital Mid Cap Composite15.3414.97
Cooke & Bieler SMID Cap Value Equity15.5414.54
Pzena Mid Cap Focused Value15.1914.46
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Emerging Markets Bond1 year gross return1 year net return
Stone Harbor EMD Total Return24.7823.55
Franklin Emerging Mkt Dbt Opp (USD) Comp16.2415.44
VanEck Emerging Markets Bond15.6114.95
Lazard EM Debt - Corporate Broad14.2913.67
Stone Harbor Emerging Mkts Corp Dbt Cor14.0413.58
Fort Washington Emerging Market Debt13.2712.60
Invesco Emerging Market Corporate Bond12.7612.20
Eaton Vance EM Debt Opportunities12.8212.12
MIM Emerging Markets Debt Corporate12.6412.06
Global Evolution Frontier Markets12.9111.84
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Emerging Markets Bond5 year gross return5 year net return
Eaton Vance EM Debt Opportunities8.377.70
Lazard EM Debt - Corporate Broad8.227.69
Global Evolution Frontier Markets8.577.27
Finisterre EMTR Composite7.947.08
Blackrock Emerging Mkts Debt Corp Bond6.996.99
Stone Harbor Emerging Mkts Corp Dbt Cor7.286.82
Franklin Emerging Mkt Dbt Opp (USD) Comp7.306.56
Capital Group EM Debt (USD) Composite6.476.47
MIM Emerging Markets Debt Corporate6.796.26
Invesco Emerging Market Corporate Bond6.495.96
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2016-20201 year gross return1 year net return
FIAM Blend Target Date 2020 Composite23.0722.68
Q3 Voyage Target 202022.4821.88
FIAM Index Target Date 2020 Composite19.1619.00
BNYM Mellon SL SmartPath Trgt Dt 2020 T18.7218.60
Capital Group 2020 Target Date Ret Comp18.3718.37
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2016-20205 year gross return5 year net return
FIAM Blend Target Date 2020 Composite10.7910.54
FIAM Index Target Date 2020 Composite9.919.81
Capital Group 2020 Target Date Ret Comp9.289.28
BNYM Mellon SL SmartPath Trgt Dt 2020 T9.209.15
Q3 Voyage Target 20206.485.95
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Pacific/Asia ex-Japan Stk1 year gross return1 year net return
Baillie Gifford Asia ex Japan70.2269.05
Mirae Asset Asia Sector Leader Eq53.2951.68
RBC Asia Pacific ex Japan Equity47.2550.19
Fisher Investments Asia ex-Japan Equity45.3445.34
RBC Asia ex Japan Equity46.1244.74
AllianzGI Total Return Asia Equity47.5644.68
Asia Pacific ex Japan Equity44.0442.62
Ninety One Asia Pacific Ex Japan42.4641.56
Lazard Emg Markets Eq Blend Asia ADR40.2639.49
T. Rowe Price Asia ex-Japan Equity39.4038.45
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Pacific/Asia ex-Japan Stk5 year gross return5 year net return
Baillie Gifford Asia ex Japan26.9926.14
Morgan Stanley Asia Opportunity27.0925.64
T. Rowe Price Asia Opportunities Eq Comp18.2717.45
AllianzGI Total Return Asia Equity19.1616.88
Ninety One Asia Pacific Ex Japan17.4616.71
RBC Asia Pacific ex Japan Equity15.9416.40
T. Rowe Price Asia ex-Japan Equity16.9616.10
Fisher Investments Asia ex-Japan Equity16.3816.01
RBC Asia ex Japan Equity16.8115.71
Asia Pacific ex Japan Equity15.6814.53
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Long Government1 year gross return1 year net return
Hillswick Long Duration Government-3.16-3.61
Franklin U.S. Govt Ladder 5-20 Yr SMA-4.98-6.43
Donoghue Forlines Treasury-5.65-6.58
DoubleLine Long Duration Total Return-6.15-8.00
PIMCO Long Duration Treasury-9.66-10.11
SSgA Long U.S. Govt Bond Index Strategy-10.40-10.46
Hoisington Inv Mgt Macroeconomic FI Comp-11.37-11.54
NISA 15+ STRIPS Fixed Income Composite-13.36-13.45
Barrow Hanley Extended Duration-13.34-13.54
PIMCO Long Bond Extended Durationn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Long Government5 year gross return5 year net return
Hillswick Long Duration Government5.585.11
Barrow Hanley Extended Duration4.314.06
NISA 15+ STRIPS Fixed Income Composite3.833.68
Hoisington Inv Mgt Macroeconomic FI Comp3.633.43
SSgA Long U.S. Govt Bond Index Strategy3.153.08
PIMCO Long Duration Treasury3.533.03
DoubleLine Long Duration Total Return4.052.84
Franklin U.S. Govt Ladder 5-20 Yr SMAn/an/a
Donoghue Forlines Treasuryn/an/a
PIMCO Long Bond Extended Durationn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Foreign Large Growth1 year gross return1 year net return
Jenn Focused Global Eq Opportunities76.9370.62
Pinnacle International ADR63.3061.80
Baillie Gifford Intl Concentrated Growth61.7660.70
Pinnacle International Growth Equity62.1960.70
Thornburg Intl Equity ESG Composite59.7458.26
Redwood ACWIexUS Equity50.3750.20
Lazard International Discounted Assets49.9849.53
Sands International Growth Equity Comp.48.9047.69
AllianzGI International Equity Growth46.0747.49
Manning & Napier Core Non-U.S. Equity47.7946.80
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Foreign Large Growth5 year gross return5 year net return
Jenn Focused Global Eq Opportunities38.1534.70
Baillie Gifford Intl Concentrated Growth33.7432.86
Morgan Stanley International Opportunity26.1324.87
Jennison Intl Eq Opportunities Cmpst25.4824.79
Baillie Gifford International Growth24.8024.06
Morgan Stanley International Advantage22.7921.56
Wellington Global Capital Appreciation21.8720.80
AllianzGI International Equity Growth21.3020.11
WCM Focused Growth International ADR20.4019.65
WCM Inv Mgt Focused Growth Intl20.1519.37
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Bank Loan1 year gross return1 year net return
Invesco Euro Bank Loans Euro Composite15.8015.23
PGIM Fixed Inc US Sr Sec Loans Composite15.5714.93
Park Avenue Floating Rate Composite15.1514.34
Park Avenue Floating Rate Bank Loan Only13.2013.99
Loomis Sayles Sr Floating Rate and FI13.6813.12
Lord Abbett & Co. Bank Loan13.3412.78
Bain Capital Liquid Senior Loan13.0812.24
Columbia Bank Loan Strategy12.5811.86
Barrow Hanley Bank Loan12.0511.52
Newfleet Floating Rate Composite11.9811.43
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Bank Loan5 year gross return5 year net return
Park Avenue Floating Rate Composite6.475.91
Octagon Senior Secured Credit6.305.61
Park Avenue Floating Rate Bank Loan Only5.605.34
PGIM Fixed Inc US Sr Sec Loans Composite5.855.27
Bain Capital Liquid Senior Loan5.665.13
Pacific Corporate Bank Loan Composite5.324.99
BNP Paribas Global Loans5.414.78
PGI Bank Loans5.274.75
Stone Harbor Leveraged Loans5.034.72
PineBridge Global Secured Credit Fund5.364.66
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2031-20351 year gross return1 year net return
FIAM Blend Target Date 2035 Composite36.6736.25
FIAM Index Target Date 2035 Composite31.4331.25
Capital Group 2035 Target Date Ret Comp30.8730.87
BNYM Mellon SL SmartPath Trgt Dt 2035 T30.5730.59
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2031-20355 year gross return5 year net return
FIAM Blend Target Date 2035 Composite14.6714.42
Capital Group 2035 Target Date Ret Comp14.2614.26
FIAM Index Target Date 2035 Composite13.6613.57
BNYM Mellon SL SmartPath Trgt Dt 2035 T12.2312.20
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Mid-Cap Blend1 year gross return1 year net return
Shapiro Capital Mgt Enh Small Cap Value83.7180.48
WFAM Select Equity81.2179.49
Naylor & Company Core Composite81.9178.37
CRM Small/Mid Cap Value Separate Account69.6769.13
Fisher Small Cap Value68.6067.63
Keeley-Teton Inst. SMID Cap Value SMA67.5966.40
Paradigm Capital Mgt Small Mid Cap65.7564.47
Fisher Small and Mid Cap Value65.6664.27
Alpha Quant Mid Cap Quality Growth64.7663.53
Channing Capital Small Mid-Cap Value63.7363.14
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Mid-Cap Blend5 year gross return5 year net return
Paradigm Capital Mgt Small Mid Cap22.9321.99
Janus Henderson US Opportunistic Alpha21.8321.07
WCM Focused Mid Cap19.8119.56
Fisher Small and Mid Cap Value20.1719.22
Fisher Small Cap Value19.6218.90
Blackrock Russ 3000 Alpha Tilts Compt18.9218.75
Northern Trust Extended Eq Market Idx18.8018.64
Fisher Mid Cap Value19.4618.60
Argent Mid Cap Equity Composite18.7518.46
EARNEST Mid Cap Core19.2218.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Leveraged Net Long1 year gross return1 year net return
UBS: US Equity Opportunity Unconstrained51.3051.12
Lazard Global 130/3049.6648.38
PVG Tactical Core Strategy47.7446.47
AQR Capital US Relaxed Constraint 4044.4543.68
Quant US Large Cap 130/30 Equity41.6140.25
Martingale 130/30 LargeCap Value40.5639.90
JPM US Large Cap Core 130/30-Composite43.7139.56
Martingale 130/30 LargeCap Core 50040.0439.38
AQR Capital Global RC 40(140/40)39.6238.61
Martingale 130/30 LargeCap Growth37.8637.22
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Leveraged Net Long5 year gross return5 year net return
PVG Tactical Core Strategy22.8721.47
UBS: US Equity Opportunity Unconstrained19.4919.35
JPM US Large Cap Core 130/30-Composite19.9618.60
Martingale 130/30 LargeCap Growth17.8117.05
Lazard Global 130/3016.6415.65
AQR Capital US Relaxed Constraint 4015.6815.01
Martingale 130/30 LargeCap Core 50014.4013.67
AQR Capital Global RC 40(140/40)12.7011.87
Quant US Large Cap 130/30 Equity12.3811.50
Martingale Low Volatility Lg/Shrt LgCp+9.879.16
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Aggressive Allocation1 year gross return1 year net return
ValueWorks Cap App74.3772.35
WCM Select Global Growth50.5949.26
AAM Tactical Income46.2745.01
Severin Moderate Growth46.0243.65
CLS Core Plus ETF Risk Budget 90 Agg44.4743.50
SIPP U.S. Focused Total Return Tax 1041.7541.75
SIP U.S. Focused Total Return Tax 1041.6841.69
SIP U.S. Focused Total Return Muni CA 1041.5541.55
SIPP U.S. Focused Total Return Muni 1041.3841.38
SIP U.S. Focused Total Return Muni 1041.3541.35
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Aggressive Allocation5 year gross return5 year net return
WCM Select Global Growth28.5728.34
ValueWorks Cap App18.4317.10
Calamos US Opportunities Composite16.6415.86
Severin Moderate Growth17.7015.74
Congress Asset Mgt Multi-Cap Balanced15.5915.12
ASAP Conservative Growth Strategy14.7914.52
SSI Flexible Alloc-Moderately Aggressive15.5114.44
C.J. Lawrence Balanced Strategy15.5214.00
Clark Navigator MultiStrategy 75-2513.7913.79
CLS American Funds Agg Growth 8513.8013.50
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Short-Term Bond1 year gross return1 year net return
Manulife IM Strategic Fixed Income Opp10.8510.40
SMHCA Municipal Income Wrapped Fee9.798.65
Diamond Hill Short Duration Secitizd Bd9.028.65
Post Limited Term High Yield Comp8.547.85
Manulife IM US Strategic Fixed Income7.717.28
Advisors Capital Fixed Income8.187.25
Barings Active Short Duration Composite7.457.08
Hi-Line Capital Income Advantaged6.966.96
Brandes Corporate Focus Fixed Income6.636.36
Calvert Short Duration Income Strategy5.975.67
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Short-Term Bond5 year gross return5 year net return
Manulife IM Strategic Fixed Income Opp5.054.63
Post Limited Term High Yield Comp4.834.15
Semper Active Mortgage-Backed Securities4.414.06
Manulife IM US Strategic Fixed Income4.243.83
Advisors Capital Fixed Income4.673.73
Brandes Corporate Focus Fixed Income4.063.72
Hi-Line Capital Income Advantaged3.633.63
Newfleet Multi-Sector Short Dur Cpst4.083.58
Reams Intermediate Fixed Income3.823.57
Crossmark Income Opportunities3.653.47
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Short Government1 year gross return1 year net return
M.D. Sass 3-Year FI0.6215.39
Sit Inv Short Dur Strat1.200.80
Morgan Stanley U.S. Mortgage0.810.72
M.D. Sass 2-Year FI0.930.66
AB US Low Duration0.770.59
CS McKee Short Government0.770.52
Mellon Glb Govt-Short Dur (US$ Hedged)0.590.38
Garcia Hamilton Short Duration0.15-0.02
Bartlett & Co. Ltd Dur Fix-Inc0.08-0.08
RNC Genter Short-Term U.S. Government0.25-0.09
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Short Government5 year gross return5 year net return
M.D. Sass 3-Year FI2.605.11
Morgan Stanley U.S. Mortgage2.582.44
Sit Inv Short Dur Strat2.622.21
Federated Hermes Short-Interm U.S. Gov2.201.90
M.D. Sass 2-Year FI2.151.88
CS McKee Short Government2.071.85
PNC Cap Adv Intermediate U.S. Government2.051.79
Thornburg Limited Term U.S. Government2.121.74
AB US Low Duration1.861.67
Eagle Government Securities Inst2.221.63
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Mid-Cap Growth1 year gross return1 year net return
Essex Global Envir Opportunities Strat93.9692.13
ARK Disruptive Innovation Strategy SMA88.5288.15
Horizon Small Cap Institutional86.7284.85
ARK Disruptive Innovation Full Composite82.2481.90
RGA Core Value Composite79.9677.08
NCG SMID Cap78.0376.26
Columbus Circle Investors Sm Cap Growth75.7674.46
Hood River Small/Mid-Cap Growth73.3971.91
Main Management Thematic70.1469.29
Horizon Research Select Instl69.6467.95
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Mid-Cap Growth5 year gross return5 year net return
ARK Disruptive Innovation Full Composite45.4845.20
ARK Disruptive Innovation Strategy SMA43.0742.75
Morgan Stanley Discovery42.1841.07
Spyglass Mid-Cap Growth (Long Only)33.0331.76
Advisory Research U.S. Mid Cap Growth32.6031.54
Neuberger Berman Disrupters Portfolio33.2031.48
NCG SMID Cap31.3629.93
TFCM Core Growth30.7929.42
Driehaus Small/Mid Cap Growth Strategy29.7128.91
Kayne Anderson Rudnick Mid Sustain Gr29.8328.87
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2011-20151 year gross return1 year net return
FIAM Blend Target Date 2015 Composite19.2618.88
Capital Group 2015 Target Date Ret Comp17.5417.54
BNYM Mellon SL SmartPath Trgt Dt 2015 T16.0316.07
FIAM Index Target Date 2015 Composite15.6915.53
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2011-20155 year gross return5 year net return
FIAM Blend Target Date 2015 Composite9.749.49
FIAM Index Target Date 2015 Composite8.928.81
Capital Group 2015 Target Date Ret Comp8.498.49
BNYM Mellon SL SmartPath Trgt Dt 2015 T8.278.24
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Natural Resources1 year gross return1 year net return
VanEck Global Resources Composite78.5577.36
Jennison Global Natural Resources77.6176.28
KBIGI Global Resource Solution67.9866.62
Mellon Global Natural Resources66.2365.11
Cohen & Steers Natural Resource Eq Comp51.3950.41
Financial Trust Global Resources52.2350.36
KBIGI Water Strategy50.5149.28
Ecofin Global Water Composite43.6642.60
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Natural Resources5 year gross return5 year net return
KBIGI Global Resource Solution17.7516.77
Ecofin Global Water Composite16.3015.38
KBIGI Water Strategy14.8513.89
Mellon Global Natural Resources11.6710.84
Cohen & Steers Natural Resource Eq Comp10.489.76
Jennison Global Natural Resources7.236.56
VanEck Global Resources Composite5.744.96
Financial Trust Global Resources6.094.78
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Equity Energy1 year gross return1 year net return
KBIGI Energy Solutions Strategy86.5885.08
Calvert Global Energy Solutions74.9073.65
Orleans Energy Opportunities73.7172.05
Ivy Energy Model Portfolio65.7065.14
Ivy Energy Composite65.4664.06
Miller/Howard Drill Bit Burn Tip®65.6464.06
Miller/Howard Drill Bit Burn Tip® No K1s64.0462.47
Miller/Howard Drill Bit Burner Tip® SMA65.2660.55
Drill Bit to Burner Tip® No K1s SMA63.1358.48
Salient C-Corp SMA Strategy31.2230.82
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Equity Energy5 year gross return5 year net return
KBIGI Energy Solutions Strategy24.6223.58
Miller/Howard Drill Bit Burn Tip® No K1s6.775.72
Miller/Howard Drill Bit Burn Tip®4.503.46
Drill Bit to Burner Tip® No K1s SMA5.772.65
Miller/Howard Drill Bit Burner Tip® SMA4.251.16
Ivy Energy Composite-0.40-1.16
Orleans Energy Opportunities-6.71-7.64
Calvert Global Energy Solutionsn/an/a
Ivy Energy Model Portfolion/an/a
Salient C-Corp SMA Strategyn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Retirement Income1 year gross return1 year net return
Advisors Capital Income w/Growth43.6641.79
HW Dividend Income37.8336.93
Beacon Dividend Income Composite28.2427.98
Horizon Real Spend 727.1825.93
Horizon Real Spend 624.9023.67
Q3 Voyage Target Retirement23.1622.56
Horizon Real Spend 523.5922.37
Q3 Destination Target Retirement22.8522.24
Windham Multi-Asset Income Portfolio20.5020.50
Horizon Real Spend 421.2720.07
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Retirement Income5 year gross return5 year net return
Beacon Dividend Income Composite8.347.41
HW Dividend Income8.107.27
BNYM Mellon SL SmartPath Ret Inc Fd Cl T7.046.98
Advisors Capital Income w/Growth8.396.86
Horizon Real Spend 77.686.58
Horizon Real Spend 67.226.14
Morningstar Ret Inc Long-Range - BNY7.626.11
FIAM Blend Target Date Income Composite6.165.92
Morningstar Ret Inc Long-Range - TDA7.495.89
Horizon Real Spend 56.995.88
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Long Government1 year gross return1 year net return
Hillswick Long Duration Government-3.16-3.61
Franklin U.S. Govt Ladder 5-20 Yr SMA-4.98-6.43
Donoghue Forlines Treasury-5.65-6.58
DoubleLine Long Duration Total Return-6.15-8.00
PIMCO Long Duration Treasury-9.66-10.11
SSgA Long U.S. Govt Bond Index Strategy-10.40-10.46
Hoisington Inv Mgt Macroeconomic FI Comp-11.37-11.54
NISA 15+ STRIPS Fixed Income Composite-13.36-13.45
Barrow Hanley Extended Duration-13.34-13.54
PIMCO Long Bond Extended Durationn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Long Government5 year gross return5 year net return
Hillswick Long Duration Government5.585.11
Barrow Hanley Extended Duration4.314.06
NISA 15+ STRIPS Fixed Income Composite3.833.68
Hoisington Inv Mgt Macroeconomic FI Comp3.633.43
SSgA Long U.S. Govt Bond Index Strategy3.153.08
PIMCO Long Duration Treasury3.533.03
DoubleLine Long Duration Total Return4.052.84
Franklin U.S. Govt Ladder 5-20 Yr SMAn/an/a
Donoghue Forlines Treasuryn/an/a
PIMCO Long Bond Extended Durationn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Technology1 year gross return1 year net return
ARK Next Generation Internet85.6884.29
ARK Industrial Innovation85.5284.17
Crabtree Multi-Cap Technology75.2574.21
Zevenbergen Genea Growth72.6771.81
J.P. Morgan US Technology Leaders - MA60.3259.77
Mellon Core Research Technology Sector53.5752.46
Columbia Global Technology Growth48.1046.71
Janus Henderson Gbl Tech and Innovation47.4146.50
BNP Paribas Gbl Innovative Tech Equities46.1745.01
Ivy Science/Technology Composite46.1944.95
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Technology5 year gross return5 year net return
ARK Next Generation Internet52.9351.80
Zevenbergen Genea Growth45.7244.55
ARK Industrial Innovation37.3336.32
Janus Henderson Gbl Tech and Innovation33.6032.76
RS Science And Technology Composite33.5332.20
AllianzGI Global Technology Equity31.4631.39
Columbia Global Technology Growth32.4031.12
Wellington Global Technology Opps30.2029.23
Wellington Global Technology30.0929.15
Mellon Core Research Technology Sector30.1229.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Small Blend1 year gross return1 year net return
Fuller & Thaler Micro-Cap Core142.15140.34
Old West All Cap Opportunity141.83139.73
Old West Small Cap134.82132.95
Penn Capital Micro Cap Equity120.13118.78
Tieton Small Cap Value111.81110.28
Private Capital Management Value Focus101.8299.49
Pinnacle Turnaround Fund Composite96.6893.96
Integrity Micro-Cap Value Comp91.7889.87
Private Capital Value Equity90.9288.65
Harvey Partners LLC Long Only Equity88.8287.03
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Small Blend5 year gross return5 year net return
Old West Small Cap25.1924.10
Pinnacle Turnaround Fund Composite23.9822.19
Old West All Cap Opportunity23.0521.91
Penn Capital Micro Cap Equity21.0420.35
Sterling Partners Small-Cap Value Diver21.2720.10
CMC SMID20.3819.89
Fuller & Thaler Small-Cap Core19.9319.07
Sterling Partners Small-Cap Value Focus20.2219.07
PGI U.S. Small Cap Select Equity19.8019.06
THB Micro Cap20.4319.00
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Moderate Allocation1 year gross return1 year net return
ValueWorks Bal Comp72.0970.02
Polaris Focused Income45.9544.68
MCA Balanced Portfolios44.7543.98
Herzfeld US Equity Closed-End43.8642.65
Harris Equity and Income Comp43.2642.43
Q3 Voyage - Moderate43.7440.63
Johnson Institutional Mgt Enhanced Index40.4840.06
ERB-EQ41.5039.32
Flippin, Bruce & Porter, Lg-Cap Val Bal40.0539.22
FPA Contrarian Value40.3839.00
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Moderate Allocation5 year gross return5 year net return
MCA Balanced Portfolios22.3421.59
Johnson Institutional Mgt Enhanced Index17.8717.51
ValueWorks Bal Comp17.8416.31
WJA Equity Oriented (Balanced) Composite17.1816.28
Congress Asset Mgt Balanced15.1814.57
Montag & Caldwell Balanced14.7414.25
Elemental Capital Management Balanced15.5714.03
Janus Henderson Balanced14.4713.89
ICON - SBI Global Moderate15.4213.84
Sit Inv Balanced14.6513.80
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Small Value1 year gross return1 year net return
DOMO Concentrated All Cap Value174.76170.41
Bridgeway Small Cap Value124.88123.76
Penn Capital Small Cap Value Equity113.61112.66
Snow Capital Mgt Small Cap Value Eq105.11104.19
WPG Partners Concentrated Small Cap Val102.12101.38
PIMCO RAE US Small98.6497.65
Delafield Concentrated Value94.7793.55
Snow Capital SMID Cap Value94.3092.99
Towle & Co. Deep Value90.9489.54
Clifford Capital Focused Small Cap Value90.7489.05
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Small Value5 year gross return5 year net return
DOMO Concentrated All Cap Value36.9234.75
Penn Capital Small Cap Value Equity25.3524.65
Brandywine Small Mid Cap Val Eq20.9719.91
Bridgeway Small Cap Value18.4617.87
Brandywine Institutional Small Cap Value18.6017.44
DePrince, Race & Zollo, Micro Cap Val18.3617.24
American Century U.S. Small Cap Value18.3117.16
PIMCO RAE US Small17.3316.88
Olstein US SMID Value Equity17.1415.99
Heartland Small-Cap Value Plus Strategy16.8315.98
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Equity Precious Metals1 year gross return1 year net return
VanEck Gold Composite-5.84-6.47
GAMCO Gold-6.45-7.35
WFAM Precious Metals-10.10-10.96
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Equity Precious Metals5 year gross return5 year net return
VanEck Gold Composite6.065.35
GAMCO Gold3.552.55
WFAM Precious Metals3.492.51
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Intermediate-Term Bond1 year gross return1 year net return
Toews All Equity Legacy22.2520.76
Spectrum Preferred Securities12.4312.19
F/m Genoa Opportunistic Income11.5111.12
Optimus Bond Rotation11.0710.52
Brandywine Global U.S. Fixed Income8.448.12
Eaton Vance Municipal Opportunities8.407.76
RNC Genter Fixed Income AMT Blend7.607.24
DeRoy & Devereaux Total Return Bond6.275.86
Sit Inv Total Ret Strat6.115.69
MacKay Shields Core Plus Opportunities5.485.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Intermediate-Term Bond5 year gross return5 year net return
Brandywine Global U.S. Fixed Income7.827.50
Toews All Equity Legacy8.887.48
Spectrum Preferred Securities6.936.69
F/m Genoa Opportunistic Income5.925.42
AB US Investment Grade Corporates5.655.38
BlackRock Corporates5.144.97
MacKay Shields Core Plus Opportunities5.194.78
LMCG Institutional Core Bond4.934.72
Invesco Core Plus Composite5.054.68
Manulife IM US Core Plus Fixed Income4.944.62
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Utilities1 year gross return1 year net return
BB Income Growth23.8821.88
MFS Utilities Equity21.7921.09
Miller/Howard – Utilities Plus20.4319.25
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Utilities5 year gross return5 year net return
MFS Utilities Equity9.829.13
BB Income Growth11.239.12
Miller/Howard – Utilities Plus7.776.70
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Mid-Cap Blend1 year gross return1 year net return
Shapiro Capital Mgt Enh Small Cap Value83.7180.48
WFAM Select Equity81.2179.49
Naylor & Company Core Composite81.9178.37
CRM Small/Mid Cap Value Separate Account69.6769.13
Fisher Small Cap Value68.6067.63
Keeley-Teton Inst. SMID Cap Value SMA67.5966.40
Paradigm Capital Mgt Small Mid Cap65.7564.47
Fisher Small and Mid Cap Value65.6664.27
Alpha Quant Mid Cap Quality Growth64.7663.53
Channing Capital Small Mid-Cap Value63.7363.14
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Mid-Cap Blend5 year gross return5 year net return
Paradigm Capital Mgt Small Mid Cap22.9321.99
Janus Henderson US Opportunistic Alpha21.8321.07
WCM Focused Mid Cap19.8119.56
Fisher Small and Mid Cap Value20.1719.22
Fisher Small Cap Value19.6218.90
Blackrock Russ 3000 Alpha Tilts Compt18.9218.75
Northern Trust Extended Eq Market Idx18.8018.64
Fisher Mid Cap Value19.4618.60
Argent Mid Cap Equity Composite18.7518.46
EARNEST Mid Cap Core19.2218.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Inflation-Protected Bond1 year gross return1 year net return
Lord Abbett & Co. Inflation Focused – SA19.9819.67
First Quadrant Essential Beta15.7815.38
Laffer Tengler Dynamic US Inflation Stra10.299.20
PIMCO Real Ret Asset Long Duration8.267.75
PIMCO Real Return Full Authority8.027.60
BlackRock TIPS PLUS7.477.39
American Century US Infl-Adj Bond7.557.23
PIMCO Real Return Medium Authority7.367.09
Western Asset US TIPS7.166.84
Neuberger Berman TIPS6.766.69
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Inflation-Protected Bond5 year gross return5 year net return
PIMCO Real Ret Asset Long Duration8.397.82
Lord Abbett & Co. Inflation Focused – SA5.395.00
Franklin U.S. TIPS Composite5.064.80
First Quadrant Essential Beta5.134.78
BNP Paribas GlobalInflationLinked Bonds4.934.67
PIMCO Real Return Full Authority5.044.54
BlackRock TIPS PLUS4.504.40
PIMCO Real Return Medium Authority4.624.35
Neuberger Berman TIPS4.354.30
Western Asset US TIPS4.494.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Mid-Cap Growth1 year gross return1 year net return
Essex Global Envir Opportunities Strat93.9692.13
ARK Disruptive Innovation Strategy SMA88.5288.15
Horizon Small Cap Institutional86.7284.85
ARK Disruptive Innovation Full Composite82.2481.90
RGA Core Value Composite79.9677.08
NCG SMID Cap78.0376.26
Columbus Circle Investors Sm Cap Growth75.7674.46
Hood River Small/Mid-Cap Growth73.3971.91
Main Management Thematic70.1469.29
Horizon Research Select Instl69.6467.95
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Mid-Cap Growth5 year gross return5 year net return
ARK Disruptive Innovation Full Composite45.4845.20
ARK Disruptive Innovation Strategy SMA43.0742.75
Morgan Stanley Discovery42.1841.07
Spyglass Mid-Cap Growth (Long Only)33.0331.76
Advisory Research U.S. Mid Cap Growth32.6031.54
Neuberger Berman Disrupters Portfolio33.2031.48
NCG SMID Cap31.3629.93
TFCM Core Growth30.7929.42
Driehaus Small/Mid Cap Growth Strategy29.7128.91
Kayne Anderson Rudnick Mid Sustain Gr29.8328.87
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Convertibles1 year gross return1 year net return
AllianzGI Convertibles47.7447.21
SSI Convertible Investment Strategy47.7846.98
Lord Abbett & Co. Convertibles43.0541.59
Advent Balanced Convertible Strategy41.5140.83
Invesco Convertible Securities36.8336.03
MacKay Shields Convertibles36.5235.85
Calamos Instl Convertible Composite36.5635.59
Nicholas Inv - Convertibles34.6533.67
Palisade Convertible Securities Comp33.3632.58
Zazove Institutional Blend Convertibles30.9430.94
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Convertibles5 year gross return5 year net return
AllianzGI Convertibles22.0521.50
Lord Abbett & Co. Convertibles22.0320.78
SSI Convertible Investment Strategy18.5117.89
Calamos Instl Convertible Composite18.6917.86
Advent Balanced Convertible Strategy17.5216.96
MacKay Shields Convertibles16.7616.18
Palisade Convertible Securities Comp16.7516.08
Invesco Convertible Securities16.6715.98
SSI Inv Grade Convert Strat16.2215.33
Nicholas Inv - Convertibles15.4314.55
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Foreign Small/Mid Growth1 year gross return1 year net return
Pinnacle International Small Cap Equity119.02116.54
Segall Bryant Fndtl Intl Small Cap67.7766.37
Redwood International Small Cap57.4956.32
Oberweis Intl Opportunities57.4056.18
EAM Non US Micro Cap56.6755.12
WCM International Small Cap Growth56.0254.58
Driehaus International Small Cap Gr54.6653.47
KAR International Small-Mid Cap52.6251.11
Rainier International Small Cap Equity51.4049.76
T. Rowe Price International Small-Cap Eq49.6248.23
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Foreign Small/Mid Growth5 year gross return5 year net return
WCM International Small Cap Growth26.8526.04
Brown Capital Intl Small Company23.6122.81
Pinnacle International Small Cap Equity23.2221.76
CastleArk International Small Cap Equity21.8520.57
Redwood International Small Cap20.4619.38
Kayne Anderson Rudnick SC International20.4319.24
Segall Bryant Fndtl Intl Small Cap19.5418.34
T. Rowe Price International Small-Cap Eq19.2318.12
Oberweis Intl Opportunities18.5217.42
Axiom International Small Cap Strategy18.1817.07
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Large Growth1 year gross return1 year net return
Ashfield Large Cap Growth Equity39.53528.93
Baillie Gifford US Equity Growth80.7379.81
Mark Long Only76.0973.71
LEIA CBI71.2771.27
Mark Focus70.0567.74
Clark Navigator U.S. Sector Opportunity64.2663.69
Evolutionary Tree Leading Innovators64.2163.08
Dana Unconstrained Equity Strategy62.1861.29
Spouting Rock Kingsland SG62.0960.96
Morgan Stanley Growth60.5559.31
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Large Growth5 year gross return5 year net return
Ashfield Large Cap Growth Equity21.6663.82
Morgan Stanley Insight41.8540.47
Baillie Gifford US Equity Growth40.3539.64
Zevenbergen Growth Equity37.2336.76
LEIA CBI36.5536.55
Morgan Stanley Growth37.3936.40
Mark Focus34.9333.03
Mark Long Only33.8231.92
Maytech Global Growth Composite32.6331.11
Amer Cent U.S. Focused Dynamic Growth31.6030.52
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Small Blend1 year gross return1 year net return
Fuller & Thaler Micro-Cap Core142.15140.34
Old West All Cap Opportunity141.83139.73
Old West Small Cap134.82132.95
Penn Capital Micro Cap Equity120.13118.78
Tieton Small Cap Value111.81110.28
Private Capital Management Value Focus101.8299.49
Pinnacle Turnaround Fund Composite96.6893.96
Integrity Micro-Cap Value Comp91.7889.87
Private Capital Value Equity90.9288.65
Harvey Partners LLC Long Only Equity88.8287.03
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Small Blend5 year gross return5 year net return
Old West Small Cap25.1924.10
Pinnacle Turnaround Fund Composite23.9822.19
Old West All Cap Opportunity23.0521.91
Penn Capital Micro Cap Equity21.0420.35
Sterling Partners Small-Cap Value Diver21.2720.10
CMC SMID20.3819.89
Fuller & Thaler Small-Cap Core19.9319.07
Sterling Partners Small-Cap Value Focus20.2219.07
PGI U.S. Small Cap Select Equity19.8019.06
THB Micro Cap20.4319.00
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Short Government1 year gross return1 year net return
M.D. Sass 3-Year FI0.6215.39
Sit Inv Short Dur Strat1.200.80
Morgan Stanley U.S. Mortgage0.810.72
M.D. Sass 2-Year FI0.930.66
AB US Low Duration0.770.59
CS McKee Short Government0.770.52
Mellon Glb Govt-Short Dur (US$ Hedged)0.590.38
Garcia Hamilton Short Duration0.15-0.02
Bartlett & Co. Ltd Dur Fix-Inc0.08-0.08
RNC Genter Short-Term U.S. Government0.25-0.09
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Short Government5 year gross return5 year net return
M.D. Sass 3-Year FI2.605.11
Morgan Stanley U.S. Mortgage2.582.44
Sit Inv Short Dur Strat2.622.21
Federated Hermes Short-Interm U.S. Gov2.201.90
M.D. Sass 2-Year FI2.151.88
CS McKee Short Government2.071.85
PNC Cap Adv Intermediate U.S. Government2.051.79
Thornburg Limited Term U.S. Government2.121.74
AB US Low Duration1.861.67
Eagle Government Securities Inst2.221.63
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2041-20451 year gross return1 year net return
FIAM Blend Target Date 2045 Composite41.2340.80
FIAM Index Target Date 2045 Composite35.6735.49
Capital Group 2045 Target Date Ret Comp35.0135.01
BNYM Mellon SL SmartPath Trgt Dt 2045 T35.0235.00
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Target Date 2041-20455 year gross return5 year net return
Capital Group 2045 Target Date Ret Comp15.3715.37
FIAM Blend Target Date 2045 Composite15.3015.04
FIAM Index Target Date 2045 Composite14.2914.19
BNYM Mellon SL SmartPath Trgt Dt 2045 T13.1513.12
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Long-Term Bond1 year gross return1 year net return
AXA Inv Mgrs US Inv Grade Corp4.6112.47
Dorsey Wright Tactical Fixed Income11.9310.86
Sterling Alternative Bond7.297.38
Macquarie US Long Duration Fix-Inc6.936.35
Conning Long Duration Credit6.215.93
FIAM Long Corporate Composite6.145.85
Barings U.S. Invest. Grade Corp. Credit5.975.70
Conning LDI Credit 15-25 Year Maturity5.875.56
PIMCO Long Term Bond - Long Credit5.595.34
Conning LDI Credit over 25 Year Maturity5.675.22
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021


Long-Term Bond5 year gross return5 year net return
PIMCO Long Term Bond - Long Credit8.267.98
FIAM Long Corporate Composite7.747.44
Dodge & Cox Long Duration FI Composite7.607.23
PIMCO Long Term Bond Full Authority7.457.21
TCW Long Duration Credit7.407.20
Mellon Long Corporate7.397.19
Barrow Hanley Long Credit7.457.06
BlackRock US Long Credit7.217.05
AXA Inv Mgrs US Inv Grade Corp5.656.93
NISA Long Credit7.156.91
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 20, 2021
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