Top performing managers by category: separate accounts, 2nd Quarter 2023




Intermediate-Term Bond1 year gross return1 year net return
SIP U.S. Focused Total Return Muni CA 12.912.91
DeRoy & Devereaux Total Return Bond3.292.89
Karpus Tax Sensitive Fixed Income3.702.76
Karpus Taxable Fixed Income3.422.52
Stewart Capital Fixed Income Portfolio2.342.03
SIPP U.S. Focused Total Return Muni 12.392.00
Tannin Capital Short-Intermd Govt/Credit2.241.85
IR+M Gov/Credit2.111.78
Invesco Tax-Aware Intermediate1.781.62
Winthrop Intermediate Fixed Income1.741.24
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Intermediate-Term Bond5 year gross return5 year net return
Karpus Taxable Fixed Income6.235.29
Brandywine Global U.S. Fixed Income5.064.75
Karpus Tax Sensitive Fixed Income5.224.26
Eaton Vance Taxable Municipal Bond3.413.10
BBH Core Plus Fixed Income3.012.76
Tannin Capital Short-Intermd Govt/Credit2.872.47
Reams Core Fixed Income2.632.36
Chartwell Core Plus Fixed Income2.732.35
DeRoy & Devereaux Total Return Bond2.532.12
Winthrop Intermediate Fixed Income2.431.95
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Long-Term Bond1 year gross return1 year net return
PIMCO Long Term Bond - Long Credit2.181.95
Barings U.S. Invest. Grade Corp. Credit1.871.61
Loomis Sayles Long Credit Discp Alpha1.681.42
NISA Long Credit1.351.12
Capital Group Long Duration Credit DB Fd1.120.93
Parametric LDI U.S. Long Credit1.100.92
Barrow Hanley Long Credit Fixed Income1.280.90
Wellington Long Credit1.210.89
PIMCO Long Term Bond Full Authority1.050.82
Conning Long Duration Credit0.910.72
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Long-Term Bond5 year gross return5 year net return
AXA IM FIIS US Corp Intermediate Bonds2.093.36
Camden Long Duration (US Corporate) Comp3.062.61
Dorsey Wright Tactical Fixed Income3.532.57
TCW Long Duration Credit2.392.22
Capital Group Long Duration Credit DB Fd2.412.22
PIMCO Long Term Bond - Long Credit2.432.19
Reams Long Duration Fixed Income2.312.16
Loomis Sayles Long Credit Discp Alpha2.302.07
Camden Long Duration (Govt/Credit) Comp2.652.03
Wellington Long Credit2.342.03
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Financial1 year gross return1 year net return
Wellington FinTech12.2511.26
McKinley Capital Business Development Co13.0610.84
Jennison Financial Services Equity11.2210.61
Confluence BDC-Wrap14.417.93
Manole Fin Tech7.096.01
Inspire Select Financials Sector12.864.77
Kennedy Bank Sector-13.36-14.23
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Financial5 year gross return5 year net return
Jennison Financial Services Equity7.556.96
Inspire Select Financials Sector7.766.17
McKinley Capital Business Development Co7.585.46
Confluence BDC-Wrap8.364.56
Manole Fin Tech3.732.52
Kennedy Bank Sector2.481.46
Wellington FinTechn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Mid-Cap Blend1 year gross return1 year net return
Alpha Quant Mid Cap Quality Growth42.2541.19
Alpha Quant Mid Cap Growth40.6739.63
Alpha Quant Mid Cap Quality38.7237.69
Alpha Quant Mid Cap Equity31.2530.27
Financial Trust ValueMomentum Leaders30.3228.72
Ativo SMID27.7026.82
Fiduciary Mgt of Milwaukee Sm-Cap Eq27.4126.47
Argent Mid Cap Equity Composite26.2225.85
Iridian Private Value/ Mid-Cap Equity25.8524.74
Ativo Mid Cap25.1124.37
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Mid-Cap Blend5 year gross return5 year net return
Alpha Quant Mid Cap Quality Growth18.1617.28
Alpha Quant Mid Cap Growth15.0314.17
Janus Henderson US Opportunistic Alpha13.2712.52
Fenimore Dividend Focus Equity13.0412.11
Argent Mid Cap Equity Composite12.1811.89
Aperio Active Tax Indexing: Russell 100012.1411.75
Fuller & Thaler Behavioral Unconstrnd Eq12.4011.69
Madison Mid Cap Equity12.4311.55
Snyder Capital Mgt Small/Mid Cap Val12.1211.44
Running Oak Efficient Growth11.9311.38
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Large Growth1 year gross return1 year net return
Mercury Demographic Growth50.4649.22
LEIA CBI49.0748.31
Andersen Weather Mark46.7445.72
Mark Focus47.0944.98
Zevenbergen Growth Equity44.3743.85
Spouting Rock Kingsland SG45.0943.68
Dana Unconstrained Equity Strategy41.3340.60
Loomis Sayles Large Cap Growth41.0840.40
UBS: US Equity Large Cap Select Growth26.8640.08
Ithaka Large Cap Growth Composite39.1138.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Large Growth5 year gross return5 year net return
Mark Focus23.3121.53
LEIA CBI21.2320.63
Mark Long Only21.7219.87
Baron Focused Select Strategy19.3418.61
Slow Capital Growth18.5618.15
Slow Capital Aggressive Growth17.4016.98
Mercury Demographic Growth17.9116.95
Montrusco Bolton US Equity (USD)17.3416.59
Fiera Large Cap Growth17.2516.29
Fiera All Cap Growth17.2316.26
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Mid-Cap Value1 year gross return1 year net return
Donald Smith & Co. Lg-Cap Cncntrd Val Eq38.0937.72
SouthernSun SMID Cap Composite27.1726.29
HIS Horizon Enhanced BRI26.3224.78
Inspire Select US Mid Cap24.1624.16
River Road Mid Cap Value23.8523.44
HIS Horizon Enh SRI Fossil Fuel Free24.9023.37
Oliver Luxxe Assets SMID Cap Equity23.4022.36
Miller Opportunity Equity22.1020.91
Nuveen Multi Cap Value21.8720.86
HIS Horizon Enhanced Christian Values22.4020.84
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Mid-Cap Value5 year gross return5 year net return
Longfellow Merger Arb11.5817.86
CMC DVD11.6911.17
Donald Smith & Co. Lg-Cap Cncntrd Val Eq11.1910.90
Sasco Capital, Contrarian11.2110.83
Heartland Mid Cap Value11.5910.75
HIS Horizon Enh Socially Responsible11.9710.55
Sycamore Mid Cap Value Comp11.2410.41
Thomas White Mid-Cap Value11.1610.28
Kennedy All Cap Value10.9410.18
Allspring Special US Mid Cap Value Eq11.0410.14
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


High Yield Bond1 year gross return1 year net return
Oaktree European High Yield Bonds13.8713.31
Pacific Income High Yield SMA12.3111.77
Voya High Yield (SD)10.2511.60
Franklin Gbl High Yield Corp Bond Comp11.8111.20
Brandywine Global High Yield11.4310.72
Oaktree Global High Yield11.0310.48
Voya US Short Duration High Income10.7610.33
Seix Full Market High Yield10.9810.32
Payden & Rygel High Yield10.7010.30
Nomura NCRAM HY Total Return Inst10.6410.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


High Yield Bond5 year gross return5 year net return
Brandywine Global High Yield6.335.75
Mesirow High Yield5.404.97
Barrow Hanley High Yield Fixed Income5.164.66
Artisan High Income5.374.66
L&S Short-Duration High Yield5.384.58
Payden & Rygel High Yield5.164.41
PGIM US Shrt-Dur Higher Quality Hi-Yld4.634.16
Pacific Income High Yield SMA4.594.08
Voya US Short Duration High Income4.474.08
MacKay Shields High Yld4.594.07
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Utilities1 year gross return1 year net return
MFS Utilities Equity4.784.14
Inspire Select Utilities Sector-1.09-1.54
Miller/Howard – Utilities Plus-4.26-4.98
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Utilities5 year gross return5 year net return
Inspire Select Utilities Sector9.119.01
MFS Utilities Equity9.178.49
Miller/Howard – Utilities Plus6.805.87
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Diversified Emerging Mkts1 year gross return1 year net return
Emerging Markets ex-China Equity35.7734.55
GlobeFlex Emerging Mkts Small Cap Cmpst27.6026.36
Inspire Select Emerging Markets25.6325.63
Brandes Emerging Markets Equity25.1324.49
Wellington EM Small Cap Discovery24.8823.62
WGI Emerging Markets Smaller Companies24.3622.91
Bridgeway Emerging Markets Small-Cap23.6522.16
Global Emerging Markets ex China Dynamic23.0022.08
Mondrian Emerging Markets Small Cap Eq23.0121.85
Artisan Developing World Composite21.9120.65
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Diversified Emerging Mkts5 year gross return5 year net return
Inspire Select Emerging Markets11.1111.11
GlobeFlex Emerging Mkts Small Cap Cmpst11.8110.71
Artisan Developing World Composite10.349.19
Arrowstreet Capital Emg Mkts Equity9.658.73
Wasatch EM Select Composite8.888.27
BH Concentrated Emerging Markets ESG9.218.24
Acadian Emerging Markets Small-Cap Comp8.837.49
Wasatch EM Small Cap Composite8.747.35
RBC Emerging Markets Multi Strat Equity3.907.24
Oberweis Emerging Markets8.307.21
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Conservative Allocation1 year gross return1 year net return
MCA Conservative Portfolios18.4217.83
Voya Income & Growth13.2612.21
Tannin Capital Total Return12.0110.94
Toews Managed Risk Blueprint10.6610.66
MCM American Revival - Growth-Plus10.4910.05
ASAP Balanced Model9.469.20
ASAP Balanced Strategy9.469.20
TSW Multi-Asset Income9.218.96
Clark Navigator TW+ Mod Conserv9.258.82
Stairway Tax-Managed Dynam Alloc - Cons9.578.75
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Conservative Allocation5 year gross return5 year net return
MCM American Revival - Growth-Plus9.779.33
Toews Managed Risk Blueprint9.459.24
MCA Conservative Portfolios9.488.71
MCM American Revival - Balanced8.668.29
TSW Multi-Asset Income8.458.18
Voya Income & Growth7.636.92
Weitz Conservative Allocation6.906.09
Winans Balanced 50/50 Composite6.796.06
Cypress Global Equity and Income6.755.85
Peavine Capital Moderate6.295.78
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Mid-Cap Blend1 year gross return1 year net return
Alpha Quant Mid Cap Quality Growth42.2541.19
Alpha Quant Mid Cap Growth40.6739.63
Alpha Quant Mid Cap Quality38.7237.69
Alpha Quant Mid Cap Equity31.2530.27
Financial Trust ValueMomentum Leaders30.3228.72
Ativo SMID27.7026.82
Fiduciary Mgt of Milwaukee Sm-Cap Eq27.4126.47
Argent Mid Cap Equity Composite26.2225.85
Iridian Private Value/ Mid-Cap Equity25.8524.74
Ativo Mid Cap25.1124.37
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Mid-Cap Blend5 year gross return5 year net return
Alpha Quant Mid Cap Quality Growth18.1617.28
Alpha Quant Mid Cap Growth15.0314.17
Janus Henderson US Opportunistic Alpha13.2712.52
Fenimore Dividend Focus Equity13.0412.11
Argent Mid Cap Equity Composite12.1811.89
Aperio Active Tax Indexing: Russell 100012.1411.75
Fuller & Thaler Behavioral Unconstrnd Eq12.4011.69
Madison Mid Cap Equity12.4311.55
Snyder Capital Mgt Small/Mid Cap Val12.1211.44
Running Oak Efficient Growth11.9311.38
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Inflation-Protected Bond1 year gross return1 year net return
Lord Abbett & Co. Inflation Focused – SA1.821.57
Laffer Tengler Dynamic US Inflation Stra1.290.13
Wellington TIPS-0.07-0.23
Franklin U.S. TIPS Composite-0.51-0.81
NISA Intermediate TIPS-0.81-0.91
IR+M Int. TIPS-0.72-0.91
Richmond Capital Mgt TIPS 1-10 Yr-0.83-0.93
Western Asset US TIPS-0.79-1.09
Mellon US TIPS Barclays-1.00-1.12
PIMCO Real Return Medium Authority-0.93-1.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Inflation-Protected Bond5 year gross return5 year net return
Franklin U.S. TIPS Composite4.594.27
Lord Abbett & Co. Inflation Focused – SA3.583.30
Laffer Tengler Dynamic US Inflation Stra3.982.94
Wellington TIPS2.932.77
IR+M Int. TIPS2.842.72
NISA Intermediate TIPS2.802.69
Richmond Capital Mgt TIPS 1-10 Yr2.732.66
PIMCO Real Return Medium Authority2.832.58
PIMCO Real Return Full Authority3.002.54
Mellon US TIPS Barclays2.572.46
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Small Blend1 year gross return1 year net return
NewSouth Capital Mgt NSCM Sm Cap Val Eq26.9426.14
Gabelli Asset Mgt Sm-Cap Val25.9525.47
Frontier Capital Appreciation26.1825.29
Barrow Hanley Small Cap Value Equity25.6124.75
Alpha Quant SMID Cap Equity25.0624.13
Ativo Small Cap24.9723.98
SouthernSun Small Cap24.2823.36
GlobeFlex Capital LP U.S Sm-Cap Gr Eqty23.9822.94
Kennedy Micro Cap Opportunities23.5722.45
Van Hulzen Small Cap23.0122.16
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Small Blend5 year gross return5 year net return
Harvey Partners Small-Cap Opportunity18.8717.72
Penn Capital Small to Micro Cap Equity17.1516.57
Old West Small Cap16.5515.50
Old West All Cap Opportunity16.5215.36
Burgundy US Small Cap Value Composite13.6812.56
Financial Trust American Discplnd Small13.4312.03
Alpha Quant Small Cap Quality11.7510.91
Eagle SMID Cap Select Strategy (VT Team)11.5310.63
Laurus US Small Cap Composite11.3910.46
Eagle SMID Cap Strategy (Vermont Team)11.6810.45
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Global Real Estate1 year gross return1 year net return
Third Avenue International RE Composite4.082.72
LaSalle Global Real Estate Securities1.931.37
Third Avenue Real Estate Value Equity2.561.33
Morgan Stanley Glbl Infrastructure Sec1.931.26
CBRE Listed Global Real Estate Composite0.02-0.39
LaSalle Core Glbal RealEstate Securities0.15-0.40
Heitman Global RE Securities Con0.07-0.73
AEW Global Diversified REIT (EPRA)-0.84-1.37
T. Rowe Price Global Real Estate Equity-1.16-1.75
AB Global Real Estate Securities-1.50-2.09
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Global Real Estate5 year gross return5 year net return
PGI Real Estate Core Property7.056.04
Morgan Stanley Glbl Infrastructure Sec5.604.81
American Century Global Real Estate5.244.62
CenterSquare Global Concentrated REIT4.383.99
LaSalle Global Real Estate Securities4.433.78
CenterSquare Global REIT3.653.20
LaSalle Core Glbal RealEstate Securities3.743.17
Cohen & Steers Global Realty CIT Pn/a3.13
CBRE Listed Global Real Estate Composite3.593.12
Hazelview Core Global Real Estate3.733.11
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Retirement Income1 year gross return1 year net return
Windham Multi-Asset Income Portfolio10.8810.88
IERetire - 5 Percent Spend Rate9.157.52
Morningstar Ret Inc Long-Range - BNY7.055.49
Voya Target Retirement Inc Tr Comps CIT4.794.59
Voya Target In-Retirement Composite4.794.59
BNYM Newton SL SmartPath Ret Inc Cl On/a4.54
Horizon Real Spend 77.584.39
Morningstar Ret Inc Long-Range - TDA5.974.24
Morningstar Ret Inc Mid-Range - BNY5.604.05
Horizon Real Spend 66.623.45
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Retirement Income5 year gross return5 year net return
Advisors Capital Income w/Growth5.343.90
BNYM Newton SL SmartPath Ret Inc Cl On/a3.56
Voya Target Retirement Inc Tr Comps CIT3.643.45
Voya Target In-Retirement Composite3.643.45
Fidelity Freedom Index Income Cmgld Pool2.732.59
Fidelity Freedom Blend Inc Cmgld Pool I2.722.56
Fidelity Freedom Blend Inc Cmgld Pool H2.732.45
Fidelity Freedom Blend Income Cmgld Pool2.742.41
Morningstar Ret Inc Long-Range - BNY3.642.12
Morningstar Ret Inc Long-Range - TDA3.432.09
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Intermediate-Term Bond1 year gross return1 year net return
SIP U.S. Focused Total Return Muni CA 12.912.91
DeRoy & Devereaux Total Return Bond3.292.89
Karpus Tax Sensitive Fixed Income3.702.76
Karpus Taxable Fixed Income3.422.52
Stewart Capital Fixed Income Portfolio2.342.03
SIPP U.S. Focused Total Return Muni 12.392.00
Tannin Capital Short-Intermd Govt/Credit2.241.85
IR+M Gov/Credit2.111.78
Invesco Tax-Aware Intermediate1.781.62
Winthrop Intermediate Fixed Income1.741.24
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Intermediate-Term Bond5 year gross return5 year net return
Karpus Taxable Fixed Income6.235.29
Brandywine Global U.S. Fixed Income5.064.75
Karpus Tax Sensitive Fixed Income5.224.26
Eaton Vance Taxable Municipal Bond3.413.10
BBH Core Plus Fixed Income3.012.76
Tannin Capital Short-Intermd Govt/Credit2.872.47
Reams Core Fixed Income2.632.36
Chartwell Core Plus Fixed Income2.732.35
DeRoy & Devereaux Total Return Bond2.532.12
Winthrop Intermediate Fixed Income2.431.95
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Intermediate Government1 year gross return1 year net return
Glenmede Intermediate Govt/Credit0.23-0.07
SeaCrest US Government Interm Duration-0.20-0.20
CS McKee Broad Government Fixed-0.07-0.31
FIAM Agency MBS-1.41-1.71
Wright Mortgage Backed Securities F/I-1.50-1.77
Goldman Sachs US Mortgages-1.63-1.83
M.D. Sass Core Fix-Inc-1.59-1.83
RBC Access Capital Community Investing-1.64-2.03
TCW Index Plus MBS-1.79-2.04
MFS US Government Fixed Income-1.91-2.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Intermediate Government5 year gross return5 year net return
SeaCrest US Government Interm Duration1.171.17
CS McKee Broad Government Fixed1.261.01
Glenmede Intermediate Govt/Credit1.040.67
M.D. Sass Core Fix-Inc0.870.60
Wright Mortgage Backed Securities F/I0.750.42
MFS US Government Fixed Income0.730.42
Northern Trust Government Index0.510.31
FIAM Agency MBS0.470.18
RBC Access Capital Community Investing0.500.09
TCW Index Plus MBS0.300.05
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Intermediate Government1 year gross return1 year net return
Glenmede Intermediate Govt/Credit0.23-0.07
SeaCrest US Government Interm Duration-0.20-0.20
CS McKee Broad Government Fixed-0.07-0.31
FIAM Agency MBS-1.41-1.71
Wright Mortgage Backed Securities F/I-1.50-1.77
Goldman Sachs US Mortgages-1.63-1.83
M.D. Sass Core Fix-Inc-1.59-1.83
RBC Access Capital Community Investing-1.64-2.03
TCW Index Plus MBS-1.79-2.04
MFS US Government Fixed Income-1.91-2.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Intermediate Government5 year gross return5 year net return
SeaCrest US Government Interm Duration1.171.17
CS McKee Broad Government Fixed1.261.01
Glenmede Intermediate Govt/Credit1.040.67
M.D. Sass Core Fix-Inc0.870.60
Wright Mortgage Backed Securities F/I0.750.42
MFS US Government Fixed Income0.730.42
Northern Trust Government Index0.510.31
FIAM Agency MBS0.470.18
RBC Access Capital Community Investing0.500.09
TCW Index Plus MBS0.300.05
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Long Government1 year gross return1 year net return
Donoghue Forlines Treasury-1.80-2.05
PIMCO Long Bond Extended Duration-2.31-2.53
Franklin U.S. Govt Ladder 5-20 Yr SMA-3.28-4.72
PIMCO Long Duration Treasury-6.09-6.54
DoubleLine Long Duration Total Return-7.15-7.48
Hoisington Inv Mgt Macroeconomic FI Comp-7.38-7.56
NISA 15+ STRIPS Fixed Income Composite-10.05-10.14
Jennison Long Conserv. Treasury STRIPS-10.46-10.55
Jennison Active Long US Treasury STRIPS-10.52-10.63
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Long Government5 year gross return5 year net return
PIMCO Long Bond Extended Duration1.661.37
Donoghue Forlines Treasury2.141.35
PIMCO Long Duration Treasury-0.45-0.93
Hoisington Inv Mgt Macroeconomic FI Comp-0.97-1.16
DoubleLine Long Duration Total Return-0.90-1.32
NISA 15+ STRIPS Fixed Income Composite-1.66-1.76
Jennison Long Conserv. Treasury STRIPS-2.08-2.19
Jennison Active Long US Treasury STRIPS-2.28-2.41
Franklin U.S. Govt Ladder 5-20 Yr SMAn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Short-Term Bond1 year gross return1 year net return
Post Limited Term High Yield Comp8.347.64
Hi-Line Capital Inflation Protected7.897.10
Goldman Sachs Opportunistic Fixed Income6.766.22
Hi-Line Capital Income Advantaged6.325.54
Brandes Corporate Focus Fixed Income5.665.27
BBH Limited Duration4.774.51
Thornburg Multisector Opportun Composite4.834.24
iSectors Enhanced Income Allocation Mo4.404.01
Dolan McEniry Core Plus4.093.85
LCAM Short Duration Fixed Income3.853.78
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Short-Term Bond5 year gross return5 year net return
MCM Tactical Income5.264.82
Thornburg Multisector Opportun Composite3.853.24
Post Limited Term High Yield Comp3.703.03
Dolan McEniry Core Plus2.922.66
BlackRock Strategic Income Opportunities3.132.61
Goldman Sachs Opportunistic Fixed Income3.052.52
Diamond Hill Short Duration Secitizd Bd2.892.42
Calvert Short Duration Income Strategy2.632.35
Sage Interm Term Corporate Fixed Income2.542.30
Dolan McEniry Investment Grade2.562.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Foreign Large Blend1 year gross return1 year net return
Marietta International ESG Strategy31.1230.49
Inspire Select International29.6629.66
Jarislowsky Fraser International Equity27.9227.17
Fiduciary Mgt of Milwaukee Intl Comp26.4925.58
Federated Hermes EAFE Equity25.1124.18
Shelton International Select Equity Wrap25.7023.76
Eldred Rock International Value23.9823.57
TD Epoch Non-U.S. Equity ADR27.1423.44
Artisan International Value24.0022.88
Pictet EAFE Equity23.1522.44
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Foreign Large Blend5 year gross return5 year net return
Eldred Rock International Value10.4810.10
Wellington Durable Enterprises10.109.28
Thornburg Intl Equity ESG Composite10.069.04
Artisan International Value9.598.59
Inspire Select International8.578.57
Arrowstreet Intl Eq Str All Wld ex US9.138.33
Int'l Alpha (ACWI Ex-US) Equities8.337.69
TD Epoch Global Select8.107.66
MFS International Equity8.387.64
SGA Global Equity8.337.56
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Short-Term Bond1 year gross return1 year net return
Post Limited Term High Yield Comp8.347.64
Hi-Line Capital Inflation Protected7.897.10
Goldman Sachs Opportunistic Fixed Income6.766.22
Hi-Line Capital Income Advantaged6.325.54
Brandes Corporate Focus Fixed Income5.665.27
BBH Limited Duration4.774.51
Thornburg Multisector Opportun Composite4.834.24
iSectors Enhanced Income Allocation Mo4.404.01
Dolan McEniry Core Plus4.093.85
LCAM Short Duration Fixed Income3.853.78
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Short-Term Bond5 year gross return5 year net return
MCM Tactical Income5.264.82
Thornburg Multisector Opportun Composite3.853.24
Post Limited Term High Yield Comp3.703.03
Dolan McEniry Core Plus2.922.66
BlackRock Strategic Income Opportunities3.132.61
Goldman Sachs Opportunistic Fixed Income3.052.52
Diamond Hill Short Duration Secitizd Bd2.892.42
Calvert Short Duration Income Strategy2.632.35
Sage Interm Term Corporate Fixed Income2.542.30
Dolan McEniry Investment Grade2.562.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Short Government1 year gross return1 year net return
GS Gov/Corporate FI (Short Duration)2.302.14
Mellon Glb Govt-Short Dur1.901.69
CS McKee Short Government1.120.87
Genter Capital Short-Term US Government0.700.36
AB US Low Duration0.500.32
M.D. Sass 2-Year FI0.570.29
Intermediate Government Fixed Income0.380.18
BlackRock 1-3 Yr Govt Bond Idx Composite0.220.18
Pacific Income Short Term0.370.06
Sit Inv Short Duration0.32-0.08
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Short Government5 year gross return5 year net return
M.D. Sass 3-Year FI1.043.51
Sit Inv Short Duration1.671.27
CS McKee Short Government1.501.26
GS Gov/Corporate FI (Short Duration)1.441.25
Mellon Glb Govt-Short Dur1.441.24
BlackRock 1-3 Yr Govt Bond Idx Composite1.061.01
Intermediate Government Fixed Income1.180.98
Pacific Income Short Term1.180.88
Genter Capital Short-Term US Government1.230.87
INCORE Short Government Comp1.200.85
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Mid-Cap Growth1 year gross return1 year net return
Disciplined Growth - Mid Cap Growth43.5942.90
BFM High Quality Mid Cap strategy37.6136.72
Sandhill Concentrated Equity Alpha33.0832.01
Frontier Focus32.0830.84
Sandhill Concentrated Equity Alpha Wrap32.9430.80
Neuberger Berman Disrupters Portfolio31.4330.58
Innovative Portfolios IntelliBuilD31.6030.06
Sapphire Star Capital Mid Cap Growth28.9228.06
Brown Capital Mid Company27.2326.57
INTERNET ADVANTAGE - EQUITY BEST PICKS28.0525.82
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Mid-Cap Growth5 year gross return5 year net return
Baron Focused Growth Strategy24.1322.89
Night Owl Equity16.6715.28
Baron Small to Mid Cap Growth Strategy16.0815.17
SFE Pathways™ (SRI) All-Cap Composite15.5615.00
Congress SMID Growth15.3714.96
Fisher Small and Mid Cap Core14.7614.25
Principal Small Cap Growth Equity14.6413.70
Renaissance Midcap Growth13.6613.55
Kayne Anderson Rudnick Small Cap Core14.2213.21
Hood River Small/Mid-Cap Growth13.7012.74
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Long/Short Equity1 year gross return1 year net return
Alpha DNA Large Cap Hedged Equity28.5826.40
F/m Integrated Alpha Long / Short26.8825.72
Camden Equity26.3124.86
Loomis Sayles International Growth24.2623.29
Robinson Market Opportunity20.3919.47
Alpha DNA All Cap Hedged Equity18.6116.51
Fisher All World Equity Long/Short Marke18.8216.29
Elite Tactical Long/Short15.4214.59
3EDGE Systematic Strategy15.4514.54
Acadian U.S. Managed Volatility Eq Comp13.6513.31
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Long/Short Equity5 year gross return5 year net return
Robinson Market Opportunity17.6716.71
Camden Equity14.8213.92
Alpha DNA Mid Small Cap Hedged Equity13.1812.06
F/m Integrated Alpha Long / Short11.5710.96
Alpha DNA Large Cap Hedged Equity10.348.70
Acadian U.S. Managed Volatility Eq Comp7.977.65
Calamos Phineus Long/Short Composite8.387.05
Boston Partners Global L/S Equity8.976.83
Convergence Long/Short Equity7.426.36
Alpha DNA All Cap Hedged Equity8.036.04
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Convertibles1 year gross return1 year net return
Advent Balanced Convertible Strategy12.2511.64
Zazove Institutional Blend Convertibles10.7910.79
Palisade Convertible Securities Comp11.2110.53
MacKay Shields Convertibles10.7210.18
Morgan Stanley Global Convertible Bond11.1910.11
Oaktree Global ex-US Convertibles10.539.99
Voya Convertibles9.749.53
Calamos Instl Convertible Composite10.039.27
Zazove Global Convertibles9.279.27
Advent Phoenix Convertible Income9.358.79
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Convertibles5 year gross return5 year net return
Voya Convertibles12.0811.69
MacKay Shields Convertibles10.059.50
Lord Abbett & Co. Convertibles10.169.10
Invesco Convertible Securities9.398.73
Calamos Instl Convertible Composite9.428.65
SSI Convertible Investment Strategy8.968.38
Advent Balanced Convertible Strategy8.858.29
Palisade Convertible Securities Comp8.367.73
Zazove Institutional Blend Convertibles7.537.21
Nicholas Inv - Convertibles7.917.09
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Technology1 year gross return1 year net return
Inspire Select Technology Sector82.2082.20
Jennison Technology Equity42.5041.51
Merlin Focused Growth42.1440.55
Zevenbergen Genea Growth40.4939.76
Janus Henderson Gbl Tech and Innovation39.3938.45
Crabtree Multi-Cap Technology39.0238.19
Bailard Technology37.2036.65
JPM US Technology Leaders-MA39.4335.24
Bailard Tech & Science34.5134.01
Neuberger Berman Global Metaverse-ISA34.0732.94
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Technology5 year gross return5 year net return
Inspire Select Technology Sector20.1320.13
Merlin Focused Growth18.4817.32
Jennison Technology Equity17.0416.23
Bailard Technology15.4615.00
JPM US Technology Leaders-MA18.4614.90
Janus Henderson Gbl Tech and Innovation15.6114.83
Bailard Tech & Science14.6514.22
Voya Global Technology Equity13.7813.90
Merlin Large Cap Growth14.0113.18
Wellington Global Technology Opps13.5612.71
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Foreign Large Value1 year gross return1 year net return
Causeway International Value Select31.7531.29
Causeway Capital Mgt Intl Val Eq31.6131.13
Causeway Simulated Intl Val ADR Model31.6230.93
Causeway International Value ADR30.4529.51
WGI Developed Markets Ex-U.S. Composite27.0526.42
Brandes International Equity24.0323.56
Pzena International Value ADR24.2023.53
Causeway International Opportunities23.8623.35
Harris International Equity24.1623.31
Putnam Non-U.S. Value Equity24.0023.04
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Foreign Large Value5 year gross return5 year net return
Smead International Value Composite12.6111.24
WGI Developed Markets Ex-U.S. Composite10.089.47
Wellington Global Opportunistic Value9.038.34
ARGA International Equity Strategy8.867.58
Causeway Simulated Intl Val ADR Model7.797.29
Gilman Hill International Income Comp8.247.15
NB Canadian Equity Income7.597.00
Causeway International Value Select7.146.75
Barrow Hanley Non-US Value Equity7.476.73
River Road International Value Eq ADR7.206.59
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Diversified Pacific/Asia1 year gross return1 year net return
Horizon Asia Institutional13.8312.69
Metis International Micro Cap Equity13.1112.04
Dalton Asia Pacific Long Only Composite11.1110.06
ARI Asia Pacific6.265.20
Sit Inv Pac Basin6.105.15
Templeton Asia Pacific Eq5.144.36
ImpaxAsian Enviornmental Composite5.174.12
Schafer Cullen Asia Pac High Dividend5.154.07
Asia Pacific Separately Mangaed Account1.440.72
Financial Trust Asia ValueMomentum-4.87-6.05
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Diversified Pacific/Asia5 year gross return5 year net return
Financial Trust Asia ValueMomentum7.396.07
ImpaxAsian Enviornmental Composite6.235.18
Schafer Cullen Asia Pac High Dividend4.002.60
Metis International Micro Cap Equity3.021.96
Sit Inv Pac Basin2.601.68
Horizon Asia Institutional2.281.26
Dalton Asia Pacific Long Only Composite1.290.15
ARI Asia Pacific-0.54-1.44
Asia Pacific Separately Mangaed Account-2.40-3.08
Templeton Asia Pacific Eqn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Mid-Cap Value1 year gross return1 year net return
Donald Smith & Co. Lg-Cap Cncntrd Val Eq38.0937.72
SouthernSun SMID Cap Composite27.1726.29
HIS Horizon Enhanced BRI26.3224.78
Inspire Select US Mid Cap24.1624.16
River Road Mid Cap Value23.8523.44
HIS Horizon Enh SRI Fossil Fuel Free24.9023.37
Oliver Luxxe Assets SMID Cap Equity23.4022.36
Miller Opportunity Equity22.1020.91
Nuveen Multi Cap Value21.8720.86
HIS Horizon Enhanced Christian Values22.4020.84
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Mid-Cap Value5 year gross return5 year net return
Longfellow Merger Arb11.5817.86
CMC DVD11.6911.17
Donald Smith & Co. Lg-Cap Cncntrd Val Eq11.1910.90
Sasco Capital, Contrarian11.2110.83
Heartland Mid Cap Value11.5910.75
HIS Horizon Enh Socially Responsible11.9710.55
Sycamore Mid Cap Value Comp11.2410.41
Thomas White Mid-Cap Value11.1610.28
Kennedy All Cap Value10.9410.18
Allspring Special US Mid Cap Value Eq11.0410.14
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Target Date 2011-20151 year gross return1 year net return
Fidelity Freedom Index 2015 Cmgld Pool C5.755.62
Fidelity Freedom Blend 2015 Cmgld Pool I5.675.51
Fidelity Freedom Blend 2015 Cmgld Pool H5.665.37
Fidelity Freedom Blend 2015 Cmgld Pool C5.695.25
Capital Group 2015 Target Date Ret Comp5.334.96
Fidelity Freedom 2015 Cmgld Pool Fn/an/a
Fidelity Freedom 2015 Cmgld Pool Dn/an/a
Fidelity Freedom 2015 Cmgld Pool Bn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Target Date 2011-20155 year gross return5 year net return
Capital Group 2015 Target Date Ret Comp5.214.84
Fidelity Freedom Blend 2015 Cmgld Pool I4.364.19
Fidelity Freedom Index 2015 Cmgld Pool C4.234.08
Fidelity Freedom Blend 2015 Cmgld Pool H4.364.08
Fidelity Freedom Blend 2015 Cmgld Pool C4.364.00
Fidelity Freedom 2015 Cmgld Pool Fn/an/a
Fidelity Freedom 2015 Cmgld Pool Dn/an/a
Fidelity Freedom 2015 Cmgld Pool Bn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Small Growth1 year gross return1 year net return
Kayne Anderson Rudnick SC Quality Select71.0669.02
Palisades AlphaQ Small Growth60.9358.56
Oberweis Micro-Cap Growth37.6336.34
Next Century Growth Small Cap35.6234.57
NCG SMID Cap34.8533.90
Pacific Income Small Cap Core33.2831.99
First Trust Small Cap Core34.0831.91
Oberweis Small-Cap Opp32.2531.16
SmithAssetMgt–SmallCapFocusedGrowth30.2329.23
Crabtree Small-Cap Growth28.6828.68
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Small Growth5 year gross return5 year net return
Next Century Growth Micro Cap Growth22.5921.71
Next Century Growth Small Cap18.6817.61
NCG SMID Cap18.2817.13
Palisades AlphaQ Small Growth17.4916.40
Oberweis Small-Cap Opp17.1016.10
Oberweis Micro-Cap Growth17.0816.01
Granahan Small Cap Select16.5315.38
First Trust Small Cap Core16.1214.34
Congress Asset Mgt Small Cap Growth14.5513.99
Granahan SMID Select15.0513.92
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Target Date 2026-20301 year gross return1 year net return
Fidelity Freedom Blend 2030 Cmgld Pool I9.609.43
Voya Target Retirement 2030 Tr Comps CIT9.569.36
Voya Target Retirement 2030 Composite9.569.36
BNYM Nwtn SL SmartPath Trgt Dt 2030 Cl On/a9.27
Fidelity Freedom Blend 2030 Cmgld Pool H9.569.27
Fidelity Freedom Index 2030 Cmgld Pool C9.409.26
Capital Group 2030 Target Date Ret Comp9.639.24
Fidelity Freedom Blend 2030 Cmgld Pool C9.669.17
Inspire FuturePath 20307.614.96
Fidelity Freedom 2030 Cmgld Pool Fn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Target Date 2026-20305 year gross return5 year net return
Capital Group 2030 Target Date Ret Comp6.746.35
Voya Target Retirement 2030 Tr Comps CIT6.246.04
Voya Target Retirement 2030 Composite6.246.04
Fidelity Freedom Blend 2030 Cmgld Pool I6.145.97
BNYM Nwtn SL SmartPath Trgt Dt 2030 Cl On/a5.87
Fidelity Freedom Blend 2030 Cmgld Pool H6.145.86
Fidelity Freedom Blend 2030 Cmgld Pool C6.145.76
Fidelity Freedom Index 2030 Cmgld Pool C5.905.76
Inspire FuturePath 2030n/an/a
Fidelity Freedom 2030 Cmgld Pool Fn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Large Blend1 year gross return1 year net return
MFI Global Sector13.66209.34
Melius Islamic Values ESG38.0736.97
Slow Capital Stock36.1235.65
Stonebridge Cap - Lg Cap Growth Equity34.6233.18
Value Line Multi Cap Global30.3929.87
Tocqueville Multi Cap Eq (Tax-Exempt)29.7528.85
Melius Traditional ESG29.0127.98
DWS IME-All Cap Tax Advantaged27.4227.36
Financial Trust American Leaders Index28.9527.36
Eagle Capital - Equity28.2427.32
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Large Blend5 year gross return5 year net return
MFI Global Sector6.6629.25
Slow Capital Stock17.1116.70
Suncoast Equity Dividend Growth17.0116.57
Stonebridge Cap - Lg Cap Growth Equity15.7514.82
DCP US Fundamental Stability & Value14.8114.37
VanEck Morningstar Wide Moat14.6114.09
GS US Equity ESG14.4014.01
Bridgeway Blue Chip13.8413.83
JPM US Analyst Large Cap Core-Composite14.3913.82
Sawgrass Diversified LargeCap Grwth Eqty14.3213.80
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Target Date 2000-20101 year gross return1 year net return
Fidelity Freedom Index 2010 Cmgld Pool C4.444.32
Capital Group 2010 Target Date Ret Comp4.604.23
Fidelity Freedom Blend 2010 Cmgld Pool I4.194.02
Fidelity Freedom Blend 2010 Cmgld Pool H4.263.98
Fidelity Freedom Blend 2010 Cmgld Pool C4.213.79
Fidelity Freedom Index 2005 Cmgld Pool C3.092.97
Fidelity Freedom Blend 2005 Cmgld Pool I2.692.52
Fidelity Freedom Blend 2005 Cmgld Pool H2.752.47
Fidelity Freedom Blend 2005 Cmgld Pool C2.712.30
Fidelity Freedom 2010 Cmgld Pool Fn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Target Date 2000-20105 year gross return5 year net return
Capital Group 2010 Target Date Ret Comp4.924.54
Fidelity Freedom Blend 2010 Cmgld Pool I3.723.55
Fidelity Freedom Index 2010 Cmgld Pool C3.653.50
Fidelity Freedom Blend 2010 Cmgld Pool H3.733.45
Fidelity Freedom Blend 2010 Cmgld Pool C3.713.36
Fidelity Freedom Index 2005 Cmgld Pool C3.042.91
Fidelity Freedom Blend 2005 Cmgld Pool I3.072.90
Fidelity Freedom Blend 2005 Cmgld Pool H3.082.80
Fidelity Freedom Blend 2005 Cmgld Pool C3.072.71
Fidelity Freedom 2010 Cmgld Pool Fn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Ultrashort Bond1 year gross return1 year net return
Federated Hermes Trade Finance9.268.33
BNP Paribas Mortgage Alpha7.747.50
Pioneer Multi-Asset Ultrashort Income5.775.50
RBC US Ultra Short Duration: Full Style5.385.17
Merganser Floating Rate Bond5.224.96
Calvert Ultra-Short Duration Bond5.154.88
Seix Ultra-Short4.874.61
PIMCO Short Term4.684.21
Western Asset US Enhanced Liquidity4.184.05
Fort Washington Ultra Short Duration4.093.98
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Ultrashort Bond5 year gross return5 year net return
Federated Hermes Trade Finance4.033.14
L&S Short-Duration Investment Grade2.452.19
Fort Washington Ultra Short Duration2.252.13
Pioneer Multi-Asset Ultrashort Income2.282.02
RBC US Ultra Short Duration: Full Style2.181.98
Federated Hermes Active Cash Broad2.111.98
Calvert Ultra-Short Duration Bond2.201.95
Weitz Short Duration Income2.391.89
Baird Ultra Short Bond2.041.89
Garcia Hamilton Cash1.921.86
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Multisector Bond1 year gross return1 year net return
MIAM Focused Fixed Income Value Strategy11.3210.42
Mellon Opportunistic Fixed Income10.229.67
L&S High Yield9.148.31
Invesco Multi Sector Income8.437.76
Potomac Income Plus10.427.71
FIAM High Yield Core7.977.33
UBS Corporate Crossover SMA4.867.15
Aristotle Strategic Credit7.446.88
Main Management Yield Moderate - SMA6.486.29
Voya FI MF Model: Income6.116.11
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Multisector Bond5 year gross return5 year net return
Newport Investment - Flexible Bond8.017.48
Newport Investment - Flexible Bond8.017.48
Herzfeld Fixed Income Composite7.005.97
MIAM Focused Fixed Income Value Strategy6.405.55
Aristotle Strategic Credit3.753.60
Fort Washington Strategic Income3.823.44
L&S High Yield4.243.41
Calvert Flexible Bond3.513.10
BW Global Multi-Sector Income (fka GITR)3.362.80
PineBridge Dynamic Fixed Income Comp2.992.73
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Small Value1 year gross return1 year net return
Donald Smith & Co. Sm-Cap Val Eq49.4848.75
MIAM Concentrated Equity Value Strategy48.5447.38
Donald Smith & Co. Micro Cap Val Eq48.5246.71
WPG Partners Select Small Cap Value33.5633.00
Brandywine Small Mid Cap Val Eq26.9425.82
U.S. Small/Mid Cap Quality & Value24.9924.31
Lyons Fundamental Small Cap Value26.0424.30
Snow Capital Mgt Small Cap Value Eq Mo24.1023.24
Snow Capital Mgt Small Cap Value Eq24.1023.24
Oliver Luxxe Small Cap Equity22.2221.39
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Small Value5 year gross return5 year net return
Donald Smith & Co. Sm-Cap Val Eq18.6918.08
Donald Smith & Co. Micro Cap Val Eq16.2714.91
MIAM Concentrated Equity Value Strategy15.5614.65
Lyons Fundamental Small Cap Value13.1511.27
Bridgeway Small Cap Value11.1410.57
Penn Capital Small Cap Value Equity9.849.37
Oliver Luxxe Small Cap Equity10.329.34
Brandes U.S. Small Cap Value Equity10.109.13
RS Small Cap Value Comp10.149.05
Royce Small-Cap Opportunistic Value10.018.78
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Large Blend1 year gross return1 year net return
MFI Global Sector13.66209.34
Melius Islamic Values ESG38.0736.97
Slow Capital Stock36.1235.65
Stonebridge Cap - Lg Cap Growth Equity34.6233.18
Value Line Multi Cap Global30.3929.87
Tocqueville Multi Cap Eq (Tax-Exempt)29.7528.85
Melius Traditional ESG29.0127.98
DWS IME-All Cap Tax Advantaged27.4227.36
Financial Trust American Leaders Index28.9527.36
Eagle Capital - Equity28.2427.32
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Large Blend5 year gross return5 year net return
MFI Global Sector6.6629.25
Slow Capital Stock17.1116.70
Suncoast Equity Dividend Growth17.0116.57
Stonebridge Cap - Lg Cap Growth Equity15.7514.82
DCP US Fundamental Stability & Value14.8114.37
VanEck Morningstar Wide Moat14.6114.09
GS US Equity ESG14.4014.01
Bridgeway Blue Chip13.8413.83
JPM US Analyst Large Cap Core-Composite14.3913.82
Sawgrass Diversified LargeCap Grwth Eqty14.3213.80
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Real Estate1 year gross return1 year net return
Baron Real Estate Strategy17.3916.22
LaSalle Completion 1 Program Composite3.573.10
Adelante Core Plus Strategy Composite1.641.25
AEW U.S. Diversified REIT Strategy1.520.90
Ranger Global - Specialty/Completion RE1.170.37
GSI Capital Advisors Public Real Estate0.730.10
FIAM U.S. Real Estate Invest Tr0.53-0.16
Goldman Sachs US Real Estate Securities0.40-0.31
MFS U.S. REIT0.28-0.35
US REIT0.41-0.39
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Real Estate5 year gross return5 year net return
Baron Real Estate Strategy12.8611.75
LaSalle Completion 1 Program Composite9.899.40
Baron Real Estate Income Strategy9.599.27
Adelante NewCORE Strategy9.098.32
Allspring Select Real Estate8.607.79
Cohen & Steers US Realty Total Ret Comp7.756.93
Cohen & Steers U.S. Realty Fund C-BEn/a6.89
MFS U.S. REIT7.386.67
Cohen & Steers US Realty Focus Comp7.356.59
Hazelview Core U.S. Real Estate Strategy6.976.54
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Small Value1 year gross return1 year net return
Donald Smith & Co. Sm-Cap Val Eq49.4848.75
MIAM Concentrated Equity Value Strategy48.5447.38
Donald Smith & Co. Micro Cap Val Eq48.5246.71
WPG Partners Select Small Cap Value33.5633.00
Brandywine Small Mid Cap Val Eq26.9425.82
U.S. Small/Mid Cap Quality & Value24.9924.31
Lyons Fundamental Small Cap Value26.0424.30
Snow Capital Mgt Small Cap Value Eq Mo24.1023.24
Snow Capital Mgt Small Cap Value Eq24.1023.24
Oliver Luxxe Small Cap Equity22.2221.39
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Small Value5 year gross return5 year net return
Donald Smith & Co. Sm-Cap Val Eq18.6918.08
Donald Smith & Co. Micro Cap Val Eq16.2714.91
MIAM Concentrated Equity Value Strategy15.5614.65
Lyons Fundamental Small Cap Value13.1511.27
Bridgeway Small Cap Value11.1410.57
Penn Capital Small Cap Value Equity9.849.37
Oliver Luxxe Small Cap Equity10.329.34
Brandes U.S. Small Cap Value Equity10.109.13
RS Small Cap Value Comp10.149.05
Royce Small-Cap Opportunistic Value10.018.78
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Natural Resources1 year gross return1 year net return
Inspire Select Clean Water30.5030.50
KBIGI Water Strategy19.5018.50
KBIGI Circular Economy18.7817.78
Financial Trust Global Resources16.1114.67
KBIGI Global Resource Solution15.6114.64
Ninety One Global Natural Resources15.1314.17
Jennison Global Natural Resources Equity13.5412.69
Newton Global Natural Resources13.0912.20
Ecofin Global Water Composite12.4211.51
Cohen & Steers Gl Natural Resource Comp8.788.07
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Natural Resources5 year gross return5 year net return
Inspire Select Clean Water16.4816.48
KBIGI Global Resource Solution13.8112.86
Newton Global Natural Resources13.4512.55
Ecofin Global Water Composite11.4110.56
Ninety One Global Natural Resources11.1110.28
Cohen & Steers Gl Natural Resource Comp9.718.99
Financial Trust Global Resources10.188.82
KBIGI Water Strategy9.658.71
NB Diversified Real Assets8.798.41
Jennison Global Natural Resources Equity8.487.67
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Long-Term Bond1 year gross return1 year net return
PIMCO Long Term Bond - Long Credit2.181.95
Barings U.S. Invest. Grade Corp. Credit1.871.61
Loomis Sayles Long Credit Discp Alpha1.681.42
NISA Long Credit1.351.12
Capital Group Long Duration Credit DB Fd1.120.93
Parametric LDI U.S. Long Credit1.100.92
Barrow Hanley Long Credit Fixed Income1.280.90
Wellington Long Credit1.210.89
PIMCO Long Term Bond Full Authority1.050.82
Conning Long Duration Credit0.910.72
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Long-Term Bond5 year gross return5 year net return
AXA IM FIIS US Corp Intermediate Bonds2.093.36
Camden Long Duration (US Corporate) Comp3.062.61
Dorsey Wright Tactical Fixed Income3.532.57
TCW Long Duration Credit2.392.22
Capital Group Long Duration Credit DB Fd2.412.22
PIMCO Long Term Bond - Long Credit2.432.19
Reams Long Duration Fixed Income2.312.16
Loomis Sayles Long Credit Discp Alpha2.302.07
Camden Long Duration (Govt/Credit) Comp2.652.03
Wellington Long Credit2.342.03
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Foreign Small/Mid Value1 year gross return1 year net return
Brandes International Small Cap Eq34.5233.35
Pzena Intl Small Cap Focused Value26.7525.52
Brandes International Sm-Mid Cap Equity24.7923.65
Causeway International Small Cap22.4621.63
ARGA International Small-Cap Strategy21.1719.98
Silvercrest Int’l Small Cap Value19.9718.79
GlobeFlex International Micro Cap Cmpst17.5816.54
LSV Asset Mgt Intl Sm-Cap Val Eq16.5015.35
Segall Bryant International Small Cap13.9113.06
Fundametrics International Small Cap13.0013.00
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Foreign Small/Mid Value5 year gross return5 year net return
Kopernik Global All-Cap10.589.86
Brandes International Small Cap Eq6.065.12
Causeway International Small Cap5.755.02
ARGA International Small-Cap Strategy5.424.31
Pzena Intl Small Cap Focused Value4.753.71
GlobeFlex International Micro Cap Cmpst4.533.60
Metis Global Micro Cap Equity4.563.48
Brandes International Sm-Mid Cap Equity2.841.95
LSV Asset Mgt Intl Sm-Cap Val Eq2.701.69
Runde Int'l Small-Cap Value1.240.82
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Target Date 2016-20201 year gross return1 year net return
Fidelity Freedom Index 2020 Cmgld Pool C7.086.96
Fidelity Freedom Blend 2020 Cmgld Pool I7.096.92
Fidelity Freedom Blend 2020 Cmgld Pool H7.136.84
Fidelity Freedom Blend 2020 Cmgld Pool C7.186.72
BNYM Nwtn SL SmartPath Trgt Dt 2020 Cl On/a6.48
Capital Group 2020 Target Date Ret Comp6.095.71
Fidelity Freedom 2020 Cmgld Pool Dn/an/a
Fidelity Freedom 2020 Cmgld Pool Fn/an/a
Fidelity Freedom 2020 Cmgld Pool Bn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Target Date 2016-20205 year gross return5 year net return
Capital Group 2020 Target Date Ret Comp5.435.06
BNYM Nwtn SL SmartPath Trgt Dt 2020 Cl On/a4.82
Fidelity Freedom Blend 2020 Cmgld Pool I4.924.75
Fidelity Freedom Blend 2020 Cmgld Pool H4.924.64
Fidelity Freedom Index 2020 Cmgld Pool C4.764.61
Fidelity Freedom Blend 2020 Cmgld Pool C4.924.55
Fidelity Freedom 2020 Cmgld Pool Dn/an/a
Fidelity Freedom 2020 Cmgld Pool Fn/an/a
Fidelity Freedom 2020 Cmgld Pool Bn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Pacific/Asia ex-Japan Stk1 year gross return1 year net return
Brandes Asia Pacific ex-Japan Equity9.538.49
Morgan Stanley Asia Equity6.736.45
Morgan Stanley Asia Pacific Equity5.474.95
RBC Asia Pacific ex Japan Equity1.791.79
MFS Asia Pacific ex Japan1.651.13
Lazard Emg Markets Eq Blend Asia ADR0.42-0.15
RBC Asia ex Japan Equity0.73-0.23
T. Rowe Price Asia Opportunities Eq Comp-1.71-2.40
Ninety One Asia Pacific Ex Japan-2.00-2.64
T. Rowe Price Asia ex-Japan Equity-2.09-2.76
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Pacific/Asia ex-Japan Stk5 year gross return5 year net return
Baillie Gifford Asia ex Japan8.077.33
RBC Asia Pacific ex Japan Equity2.653.06
T. Rowe Price Asia Opportunities Eq Comp3.502.78
T. Rowe Price Asia ex-Japan Equity2.601.88
MFS Asia Pacific ex Japan2.241.60
Morgan Stanley Asia Equity1.501.23
AllianzGI Total Return Asia Equity3.231.18
RBC Asia ex Japan Equity1.760.80
Morgan Stanley Asia Pacific Equity1.300.73
Pictet Asian Equity Ex Japan1.130.47
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Large Value1 year gross return1 year net return
Royce Concentrated Value SMA34.7730.83
Oakmark Large Value28.2227.34
Hotchkis & Wiley - Value Opps (SMA)25.7425.10
Hotchkis & Wiley - Value Opps (MP)25.7824.85
Inspire Select US Large Cap23.5023.50
Capital Group Dividend Value Composite23.8023.39
Artisan Value Equity Composite23.5422.71
Thomas White Large Value Equities22.9922.56
Eldred Rock U.S. Value22.7022.29
ARGA US Equity Strategy22.0221.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Large Value5 year gross return5 year net return
Polaris Concentrated Value15.4914.35
Thomas White Large Value Equities13.3012.94
Cornerstone Value 5012.8512.63
Putnam US Large Cap Value Concentrated12.9612.53
Unbiased Equity12.7012.07
Liberty One Tactical Growth Solution12.7812.06
Hillman Advantage Value Equity SMA13.1812.04
Cornerstone Concentrated 3012.3712.01
Inspire Select US Large Cap12.0012.00
Seizert Capital Partners Large Cap Value12.6111.99
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


World Allocation1 year gross return1 year net return
Altan Global Equity Strategy16.0115.52
Altan International Equity Strategy15.5014.97
First Eagle Global Value Equity14.7313.87
Julex Dynamic Developed Markets Comp14.2913.72
CAG International14.8913.65
Windham Aggressive Portfolio14.1713.62
Brandes Global Balanced13.9813.50
Windham Aggressive Portfolio (Tax Mg)12.8412.38
Thornburg Investment Income Builder Sep13.1512.37
Stairway Tax-Managed Dynam Alloc-Growth13.0512.20
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


World Allocation5 year gross return5 year net return
Robinson WON World Equity9.719.04
Calamos Global Opportunities Composite8.567.90
First Eagle Global Value Equity7.716.90
Thornburg Investment Income Builder Sep7.586.84
Windham Aggressive Portfolio (Tax Mg)5.775.35
Stairway Tax-Managed Dynam Alloc-Growth6.095.30
DMAP Moderate Relative Return USD-H6.005.23
CSP Global Multi Asset Composite5.884.95
Stairway Dynamic Allocation - Growth5.694.91
Windham Aggressive Portfolio5.444.91
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Long Government1 year gross return1 year net return
Donoghue Forlines Treasury-1.80-2.05
PIMCO Long Bond Extended Duration-2.31-2.53
Franklin U.S. Govt Ladder 5-20 Yr SMA-3.28-4.72
PIMCO Long Duration Treasury-6.09-6.54
DoubleLine Long Duration Total Return-7.15-7.48
Hoisington Inv Mgt Macroeconomic FI Comp-7.38-7.56
NISA 15+ STRIPS Fixed Income Composite-10.05-10.14
Jennison Long Conserv. Treasury STRIPS-10.46-10.55
Jennison Active Long US Treasury STRIPS-10.52-10.63
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Long Government5 year gross return5 year net return
PIMCO Long Bond Extended Duration1.661.37
Donoghue Forlines Treasury2.141.35
PIMCO Long Duration Treasury-0.45-0.93
Hoisington Inv Mgt Macroeconomic FI Comp-0.97-1.16
DoubleLine Long Duration Total Return-0.90-1.32
NISA 15+ STRIPS Fixed Income Composite-1.66-1.76
Jennison Long Conserv. Treasury STRIPS-2.08-2.19
Jennison Active Long US Treasury STRIPS-2.28-2.41
Franklin U.S. Govt Ladder 5-20 Yr SMAn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Europe Stock1 year gross return1 year net return
Pzena European Focused Value30.9930.16
ARGA European Equity Strategy29.0128.00
Fisher European Equity28.5727.82
Walter Scott European Composite24.8123.88
T. Rowe Price Europe Equity24.2023.61
Brandes European Equity25.6523.37
NS Partners European Equity23.0522.32
PGI European Equity22.8522.24
BNP Paribas Europe High Conviction Eqty22.4621.88
Newton Euroland Small Cap Equity22.9821.84
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Europe Stock5 year gross return5 year net return
NS Partners European Equity9.278.62
Vontobel Quality Growth European Equity7.437.11
Fisher European Equity7.837.06
Wellington Strategic European Equity7.756.96
Intech European Large Cap Core7.316.73
T. Rowe Price Europe ex-UK Equity7.026.48
T. Rowe Price Europe Equity6.465.94
Walter Scott European Composite6.705.91
PGI European Equity5.975.48
Brandes European Equity6.165.16
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Japan Stock1 year gross return1 year net return
DS_ Japan Equity SmallCap Absolute Value27.3526.47
Lazard Japanese Strategic Equity25.2524.54
DS_ Japan Equity Fundamental Active23.5122.80
Dalton Japan Long Only Composite23.9422.76
Eastspring Japan Focused Value Strategy23.5522.62
FIAM Japan Growth23.1022.35
Lazard Japanese Equity22.1121.99
DS_ Japan Equity High Conviction Value22.4021.69
DS_ Japan Equity Value Plus Alpha22.2221.53
Eastspring Japan Value Strategy20.9620.05
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Japan Stock5 year gross return5 year net return
DS_ Japan Equity Value Plus Alpha7.757.11
FIAM Japan Growth7.897.07
Lazard Japanese Strategic Equity6.986.64
Lazard Japanese Equity6.616.37
DS_ Japan Equity High Conviction Value6.415.78
Eastspring Japan Focused Value Strategy6.535.76
DS_ Japan Equity Fundamental Active5.905.27
RBC Japan Equity5.984.98
Eastspring Japan Value Strategy4.934.19
Marathon Japan Equity Composite3.072.46
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Foreign Small/Mid Growth1 year gross return1 year net return
Acuitas International Small Cap21.2020.02
Baillie Gifford Intl Smaller Companies19.3618.46
Brown Capital Intl Small Company19.3418.18
William Blair Intl Small Cap Growth17.6716.50
Federated Hermes Non-U.S. Small /Mid Cap16.1815.31
Artisan Non-U.S. Small-Mid Growth Comp15.7114.56
Harding Loevner Intl Small Co15.5414.44
SGA International Small-Mid Cap Equity15.2514.44
Calvert International Small/Mid-Cap14.8813.86
Fisher All Foreign Equity Small Cap14.0013.56
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Foreign Small/Mid Growth5 year gross return5 year net return
Brown Capital Intl Small Company7.956.99
WCM International Small Cap Growth7.656.58
Federated Hermes Non-U.S. Small /Mid Cap6.745.87
abrdn International Equity Small Cap4.743.95
Acuitas International Small Cap4.843.82
Redwood International Small Cap4.473.60
Harding Loevner Intl Small Co4.593.50
Schroders Global Smaller Companies4.203.23
FIAM Concentrated Intl Small Cap4.113.20
GA International Small Cap Composite4.033.15
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Leveraged Net Long1 year gross return1 year net return
UBS: US Equity Opportunity Unconstrained25.0724.92
JPM US Large Cap Core 130/30-Composite25.6524.77
AQR Capital US Relaxed Constraint 4024.1323.46
Martingale 130/30 LargeCap Core 50021.9321.13
Lazard Global 130/3017.6516.65
3EDGE Global Equity14.8013.90
Martingale Low Volatility Lg/Shrt LgCp+10.059.51
Glenmede Quant US Large Cap 130/307.736.67
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Leveraged Net Long5 year gross return5 year net return
JPM US Large Cap Core 130/30-Composite14.2113.41
UBS: US Equity Opportunity Unconstrained11.9011.76
AQR Capital US Relaxed Constraint 4011.9611.34
Lazard Global 130/3011.0710.13
Martingale 130/30 LargeCap Core 50010.7310.01
Martingale Low Volatility Lg/Shrt LgCp+8.928.24
Glenmede Quant US Large Cap 130/307.606.64
3EDGE Global Equityn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


High Yield Bond1 year gross return1 year net return
Oaktree European High Yield Bonds13.8713.31
Pacific Income High Yield SMA12.3111.77
Voya High Yield (SD)10.2511.60
Franklin Gbl High Yield Corp Bond Comp11.8111.20
Brandywine Global High Yield11.4310.72
Oaktree Global High Yield11.0310.48
Voya US Short Duration High Income10.7610.33
Seix Full Market High Yield10.9810.32
Payden & Rygel High Yield10.7010.30
Nomura NCRAM HY Total Return Inst10.6410.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


High Yield Bond5 year gross return5 year net return
Brandywine Global High Yield6.335.75
Mesirow High Yield5.404.97
Barrow Hanley High Yield Fixed Income5.164.66
Artisan High Income5.374.66
L&S Short-Duration High Yield5.384.58
Payden & Rygel High Yield5.164.41
PGIM US Shrt-Dur Higher Quality Hi-Yld4.634.16
Pacific Income High Yield SMA4.594.08
Voya US Short Duration High Income4.474.08
MacKay Shields High Yld4.594.07
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Short Government1 year gross return1 year net return
GS Gov/Corporate FI (Short Duration)2.302.14
Mellon Glb Govt-Short Dur1.901.69
CS McKee Short Government1.120.87
Genter Capital Short-Term US Government0.700.36
AB US Low Duration0.500.32
M.D. Sass 2-Year FI0.570.29
Intermediate Government Fixed Income0.380.18
BlackRock 1-3 Yr Govt Bond Idx Composite0.220.18
Pacific Income Short Term0.370.06
Sit Inv Short Duration0.32-0.08
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Short Government5 year gross return5 year net return
M.D. Sass 3-Year FI1.043.51
Sit Inv Short Duration1.671.27
CS McKee Short Government1.501.26
GS Gov/Corporate FI (Short Duration)1.441.25
Mellon Glb Govt-Short Dur1.441.24
BlackRock 1-3 Yr Govt Bond Idx Composite1.061.01
Intermediate Government Fixed Income1.180.98
Pacific Income Short Term1.180.88
Genter Capital Short-Term US Government1.230.87
INCORE Short Government Comp1.200.85
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Latin America Stock1 year gross return1 year net return
T. Rowe Price Latin America Equity37.3636.22
Financial Trust Latin Value Momentum31.4929.87
Morgan Stanley Latin America Equity19.7818.34
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Latin America Stock5 year gross return5 year net return
T. Rowe Price Latin America Equity6.325.42
Morgan Stanley Latin America Equity5.915.36
Financial Trust Latin Value Momentum1.550.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Stable Value1 year gross return1 year net return
Putnam Stable Value Composite3.092.85
NISA Stable Value2.812.44
T. Rowe Price Stable Value2.622.39
Galliard Stable Value Composite2.452.25
Invesco Stable Value2.462.25
PIMCO Stable Value2.472.21
Mellon Stable Value2.091.98
Dodge & Cox Intermediate Stable Value FI1.300.98
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Stable Value5 year gross return5 year net return
Putnam Stable Value Composite2.682.43
NISA Stable Value2.712.33
PIMCO Stable Value2.542.29
T. Rowe Price Stable Value2.362.13
Invesco Stable Value2.272.06
Galliard Stable Value Composite2.312.04
Mellon Stable Value2.122.01
Dodge & Cox Intermediate Stable Value FI1.511.20
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Multisector Bond1 year gross return1 year net return
MIAM Focused Fixed Income Value Strategy11.3210.42
Mellon Opportunistic Fixed Income10.229.67
L&S High Yield9.148.31
Invesco Multi Sector Income8.437.76
Potomac Income Plus10.427.71
FIAM High Yield Core7.977.33
UBS Corporate Crossover SMA4.867.15
Aristotle Strategic Credit7.446.88
Main Management Yield Moderate - SMA6.486.29
Voya FI MF Model: Income6.116.11
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Multisector Bond5 year gross return5 year net return
Newport Investment - Flexible Bond8.017.48
Newport Investment - Flexible Bond8.017.48
Herzfeld Fixed Income Composite7.005.97
MIAM Focused Fixed Income Value Strategy6.405.55
Aristotle Strategic Credit3.753.60
Fort Washington Strategic Income3.823.44
L&S High Yield4.243.41
Calvert Flexible Bond3.513.10
BW Global Multi-Sector Income (fka GITR)3.362.80
PineBridge Dynamic Fixed Income Comp2.992.73
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Large Value1 year gross return1 year net return
Royce Concentrated Value SMA34.7730.83
Oakmark Large Value28.2227.34
Hotchkis & Wiley - Value Opps (SMA)25.7425.10
Hotchkis & Wiley - Value Opps (MP)25.7824.85
Inspire Select US Large Cap23.5023.50
Capital Group Dividend Value Composite23.8023.39
Artisan Value Equity Composite23.5422.71
Thomas White Large Value Equities22.9922.56
Eldred Rock U.S. Value22.7022.29
ARGA US Equity Strategy22.0221.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Large Value5 year gross return5 year net return
Polaris Concentrated Value15.4914.35
Thomas White Large Value Equities13.3012.94
Cornerstone Value 5012.8512.63
Putnam US Large Cap Value Concentrated12.9612.53
Unbiased Equity12.7012.07
Liberty One Tactical Growth Solution12.7812.06
Hillman Advantage Value Equity SMA13.1812.04
Cornerstone Concentrated 3012.3712.01
Inspire Select US Large Cap12.0012.00
Seizert Capital Partners Large Cap Value12.6111.99
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Mid-Cap Growth1 year gross return1 year net return
Disciplined Growth - Mid Cap Growth43.5942.90
BFM High Quality Mid Cap strategy37.6136.72
Sandhill Concentrated Equity Alpha33.0832.01
Frontier Focus32.0830.84
Sandhill Concentrated Equity Alpha Wrap32.9430.80
Neuberger Berman Disrupters Portfolio31.4330.58
Innovative Portfolios IntelliBuilD31.6030.06
Sapphire Star Capital Mid Cap Growth28.9228.06
Brown Capital Mid Company27.2326.57
INTERNET ADVANTAGE - EQUITY BEST PICKS28.0525.82
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Mid-Cap Growth5 year gross return5 year net return
Baron Focused Growth Strategy24.1322.89
Night Owl Equity16.6715.28
Baron Small to Mid Cap Growth Strategy16.0815.17
SFE Pathways™ (SRI) All-Cap Composite15.5615.00
Congress SMID Growth15.3714.96
Fisher Small and Mid Cap Core14.7614.25
Principal Small Cap Growth Equity14.6413.70
Renaissance Midcap Growth13.6613.55
Kayne Anderson Rudnick Small Cap Core14.2213.21
Hood River Small/Mid-Cap Growth13.7012.74
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Target Date 2036-20401 year gross return1 year net return
Fidelity Freedom Blend 2040 Cmgld Pool I14.6114.43
Fidelity Freedom Blend 2040 Cmgld Pool H14.5914.28
Fidelity Freedom Blend 2040 Cmgld Pool C14.7314.19
Capital Group 2040 Target Date Ret Comp14.5914.18
Fidelity Freedom Index 2040 Cmgld Pool C14.0813.94
Voya Target Retirement 2040 Tr Comps CIT13.3513.13
Voya Target Retirement 2040 Composite13.3513.13
BNYM Nwtn SL SmartPath Trgt Dt 2040 Cl On/a12.66
Inspire FuturePath 204011.509.66
Fidelity Freedom 2040 Cmgld Pool Fn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Target Date 2036-20405 year gross return5 year net return
Capital Group 2040 Target Date Ret Comp8.297.90
Fidelity Freedom Blend 2040 Cmgld Pool I7.987.80
Fidelity Freedom Blend 2040 Cmgld Pool H7.977.68
Voya Target Retirement 2040 Composite7.867.66
Voya Target Retirement 2040 Tr Comps CIT7.867.66
Fidelity Freedom Blend 2040 Cmgld Pool C7.987.59
Fidelity Freedom Index 2040 Cmgld Pool C7.677.53
BNYM Nwtn SL SmartPath Trgt Dt 2040 Cl On/a7.10
Inspire FuturePath 2040n/an/a
Fidelity Freedom 2040 Cmgld Pool Fn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Target Date 2021-20251 year gross return1 year net return
Fidelity Freedom Blend 2025 Cmgld Pool I8.298.12
Fidelity Freedom Index 2025 Cmgld Pool C8.228.09
Fidelity Freedom Blend 2025 Cmgld Pool H8.298.00
Fidelity Freedom Blend 2025 Cmgld Pool C8.347.87
Voya Target Retirement 2025 TR Comps CIT7.887.68
Voya Target Retirement 2025 Composite7.887.68
BNYM Nwtn SL SmartPath Trgt Dt 2025 Cl On/a7.58
Capital Group 2025 Target Date Ret Comp7.497.11
Inspire FuturePath 20256.914.74
Fidelity Freedom 2025 Cmgld Pool Fn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Target Date 2021-20255 year gross return5 year net return
Capital Group 2025 Target Date Ret Comp6.075.69
BNYM Nwtn SL SmartPath Trgt Dt 2025 Cl On/a5.38
Fidelity Freedom Blend 2025 Cmgld Pool I5.455.28
Voya Target Retirement 2025 TR Comps CIT5.375.17
Voya Target Retirement 2025 Composite5.375.17
Fidelity Freedom Blend 2025 Cmgld Pool H5.455.16
Fidelity Freedom Index 2025 Cmgld Pool C5.255.10
Fidelity Freedom Blend 2025 Cmgld Pool C5.445.07
Inspire FuturePath 2025n/an/a
Fidelity Freedom 2025 Cmgld Pool Fn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Ultrashort Bond1 year gross return1 year net return
Federated Hermes Trade Finance9.268.33
BNP Paribas Mortgage Alpha7.747.50
Pioneer Multi-Asset Ultrashort Income5.775.50
RBC US Ultra Short Duration: Full Style5.385.17
Merganser Floating Rate Bond5.224.96
Calvert Ultra-Short Duration Bond5.154.88
Seix Ultra-Short4.874.61
PIMCO Short Term4.684.21
Western Asset US Enhanced Liquidity4.184.05
Fort Washington Ultra Short Duration4.093.98
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Ultrashort Bond5 year gross return5 year net return
Federated Hermes Trade Finance4.033.14
L&S Short-Duration Investment Grade2.452.19
Fort Washington Ultra Short Duration2.252.13
Pioneer Multi-Asset Ultrashort Income2.282.02
RBC US Ultra Short Duration: Full Style2.181.98
Federated Hermes Active Cash Broad2.111.98
Calvert Ultra-Short Duration Bond2.201.95
Weitz Short Duration Income2.391.89
Baird Ultra Short Bond2.041.89
Garcia Hamilton Cash1.921.86
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Emerging Markets Bond1 year gross return1 year net return
Stone Harbor EMD Total Return25.5924.34
Brandywine Global Emerging Markets Debt20.6119.90
BNP Global Emg Bonds (Best Selection)18.3617.83
BlackRock Local Ccy Em Mkts Dbt Cmpst17.1216.04
VanEck Emerging Markets Bond16.5615.82
Global Evolution EM Local Debt15.6715.37
Eaton Vance EM Debt Opportunities15.5314.79
Mellon EMD - Opportunistic14.8614.29
Morgan Stanley Emg Mkts Domestic Debt14.9313.57
MacKay EMD Local Currency Comp14.0713.51
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Emerging Markets Bond5 year gross return5 year net return
Eaton Vance EM Debt Opportunities5.705.04
BlueBay EM Aggregate Unconstrained (USD)5.274.27
Lazard EM Debt - Corporate Broad4.644.05
Global Evolution Frontier Markets4.803.64
VanEck Emerging Markets Bond4.073.44
Stone Harbor EM Corporate Debt3.703.08
Finisterre EMTR Composite3.772.96
PineBridge Asian USD Investment Grd Bd3.222.94
MIM Emerging Markets Debt Corporate3.342.77
Blackrock Emerging Mkts Debt Corp Bond2.992.70
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


World Bond1 year gross return1 year net return
Oaktree European Senior Loans11.5711.02
Wellington Opportunistic Fixed Income11.2410.62
Invesco International Bond10.6010.01
BlueBay US Fixed Income-High Yield(USD)9.258.36
Brandywine Global Unconstrained F/I7.847.10
Global Fixed Income ex-Japan5.084.75
MFS Global Aggregate Opportunistic FI4.173.63
Newton Global Dynamic Bond USD3.833.47
PGIM Fixed Income Global Total Return2.982.62
Allspring Global Investment Grade Credit2.582.22
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


World Bond5 year gross return5 year net return
BlueBay US Fixed Income-High Yield(USD)5.044.46
Wellington Opportunistic Fixed Income3.603.03
Oaktree European Senior Loans3.242.73
Wellington Global Bond Unhedged (AUD)2.341.99
MFS Global Aggregate Opportunistic FI2.461.99
Newton Global Dynamic Bond USD2.091.74
Brandywine Global Unconstrained F/I2.261.54
Pictet Absolute Return Fixed Inc1.571.27
UBS: Global Aggregate Bond1.341.08
Western Asset Global Aggregate1.240.84
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Foreign Large Growth1 year gross return1 year net return
Jennison Focused Global Equity Oppts38.7435.31
Fidelity Advisor Intl Cap App SMA (FIAM)27.9427.53
Brown Advisory Sustainable Intl Leaders26.0025.58
Fisher Foreign Equity25.3624.64
Morgan Stanley International Advantage25.7724.63
Morgan Stanley International Opportunity25.8024.55
Brown Advisory Sustain Intl Leaders ADR25.2724.46
Wellington Slct Intl Fundamental Growth25.3324.41
FIAM International Cap App CIT Cl Dn/a24.38
MFS International Concentrated Equity23.3122.67
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Foreign Large Growth5 year gross return5 year net return
Jennison Focused Global Equity Oppts18.0015.51
Marietta International Equity Strategy11.3710.69
Wellington Global Capital Appreciation11.1610.26
WCM Focused Growth International ADR10.579.48
WCM Inv Mgt Focused Growth Intl10.389.29
Ithaka EAFE Composite9.599.04
Baillie Gifford Intl Concentrated Growth9.538.79
Jennison International Equity Oppts9.278.57
GQG Partners International Equity9.328.56
MFS International Concentrated Equity8.968.24
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Small Blend1 year gross return1 year net return
NewSouth Capital Mgt NSCM Sm Cap Val Eq26.9426.14
Gabelli Asset Mgt Sm-Cap Val25.9525.47
Frontier Capital Appreciation26.1825.29
Barrow Hanley Small Cap Value Equity25.6124.75
Alpha Quant SMID Cap Equity25.0624.13
Ativo Small Cap24.9723.98
SouthernSun Small Cap24.2823.36
GlobeFlex Capital LP U.S Sm-Cap Gr Eqty23.9822.94
Kennedy Micro Cap Opportunities23.5722.45
Van Hulzen Small Cap23.0122.16
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Small Blend5 year gross return5 year net return
Harvey Partners Small-Cap Opportunity18.8717.72
Penn Capital Small to Micro Cap Equity17.1516.57
Old West Small Cap16.5515.50
Old West All Cap Opportunity16.5215.36
Burgundy US Small Cap Value Composite13.6812.56
Financial Trust American Discplnd Small13.4312.03
Alpha Quant Small Cap Quality11.7510.91
Eagle SMID Cap Select Strategy (VT Team)11.5310.63
Laurus US Small Cap Composite11.3910.46
Eagle SMID Cap Strategy (Vermont Team)11.6810.45
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Equity Energy1 year gross return1 year net return
Inspire Select Energy Sector23.2323.23
KBIGI Global Energy Transition Strategy22.0421.02
Guardian Can Eqty Carbon Constrained17.6217.62
Laffer Tengler Clean Energy Infrastructu16.9715.64
Miller/Howard N. Amer. Energy (w/ K-1s)15.4314.57
Calvert Global Energy Solutions15.3714.52
HW Energy14.1512.34
Miller/Howard N. Amer. Energy (w/o K-1s)13.0912.25
Miller/Howard N. Amer. Energy w/ K-1 SMA14.9611.59
Miller/Howard N. Am. Energy w/o K-1s SMA12.479.16
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Equity Energy5 year gross return5 year net return
KBIGI Global Energy Transition Strategy20.3419.33
Calvert Global Energy Solutions13.7912.95
Miller/Howard N. Amer. Energy (w/o K-1s)13.2812.30
Miller/Howard N. Amer. Energy (w/ K-1s)11.1010.13
Miller/Howard N. Am. Energy w/o K-1s SMA12.068.76
Miller/Howard N. Amer. Energy w/ K-1 SMA10.737.47
Inspire Select Energy Sector2.542.54
HW Energy2.070.46
Laffer Tengler Clean Energy Infrastructun/an/a
Guardian Can Eqty Carbon Constrainedn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Target Date 2041-20451 year gross return1 year net return
Capital Group 2045 Target Date Ret Comp15.3214.90
Fidelity Freedom Blend 2045 Cmgld Pool I15.0614.87
Fidelity Freedom Blend 2045 Cmgld Pool H15.0714.76
Fidelity Freedom Blend 2045 Cmgld Pool C15.1814.63
Voya Target Retirement 2045 Tr Comps CIT14.7614.54
Voya Target Retirement 2045 Composite14.7614.54
Fidelity Freedom Index 2045 Cmgld Pool C14.4914.35
BNYM Nwtn SL SmartPath Trgt Dt 2045 Cl On/a13.95
Inspire FuturePath 204512.659.85
Fidelity Freedom 2045 Cmgld Pool Dn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Target Date 2041-20455 year gross return5 year net return
Voya Target Retirement 2045 Composite8.378.16
Voya Target Retirement 2045 Tr Comps CIT8.378.16
Capital Group 2045 Target Date Ret Comp8.408.00
Fidelity Freedom Blend 2045 Cmgld Pool I8.037.86
Fidelity Freedom Blend 2045 Cmgld Pool H8.037.74
Fidelity Freedom Blend 2045 Cmgld Pool C8.047.65
Fidelity Freedom Index 2045 Cmgld Pool C7.737.58
BNYM Nwtn SL SmartPath Trgt Dt 2045 Cl On/a7.36
Inspire FuturePath 2045n/an/a
Fidelity Freedom 2045 Cmgld Pool Dn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Aggressive Allocation1 year gross return1 year net return
ValueWorks Cap App24.0422.30
Summitry Equity Income22.2320.80
FPA Contrarian Value17.3616.19
Blue Ridge17.6215.80
Inspire Select Aggressive Portfolio18.7215.80
American Funds Tax Aware G&I MP15.6815.68
Clark Navigator TW Mod Gwth Tax Aware15.5715.10
Calamos US Opportunities Composite15.8115.03
Nuveen Stable Gr Bal Advsr Spnsrd18.4615.00
Clark Navigator TW+ Mod Gwth Tax Aware15.3814.92
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Aggressive Allocation5 year gross return5 year net return
ValueWorks Cap App13.5912.24
Calamos US Opportunities Composite11.2510.50
Robinson Wealth of Nations®10.449.66
Montag & Caldwell Balanced9.959.03
SSI Flexible Alloc-Moderately Aggressive9.938.91
Summitry Equity Income9.818.50
Eads & Heald Wealth Managment Bal9.208.29
FPA Contrarian Value9.228.15
Zevin SRI/ESG Global Appreciation model9.308.00
Nuveen Stable Gr Bal Advsr Spnsrd11.187.91
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Moderate Allocation1 year gross return1 year net return
Brinker Digital Assets39.8339.50
MIAM Total Return Value Strategy31.5130.50
MCA Balanced Portfolios24.1623.53
ValueWorks Bal Comp24.4722.99
AB Dynamic MultiAsset Sustainable 60/4022.3618.80
Tannin Capital Equity Hedge17.1516.04
Frk Tmp Large Cap Growth ESG Bal T 60/4019.0615.63
Summitry Balanced16.7415.37
VCM Growth & Income16.4215.30
Congress Asset Mgt Balanced15.5415.10
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Moderate Allocation5 year gross return5 year net return
ValueWorks Bal Comp14.5113.03
MCA Balanced Portfolios13.3912.75
MIAM Total Return Value Strategy13.2412.35
Congress Asset Mgt Balanced9.889.38
WJA Equity Oriented (Balanced) Composite10.249.18
RMCM Global Sustainable Balanced Equity10.279.02
Congress Asset Mgt Multi-Cap Balanced9.318.86
Bartlett & Co. Relative Value Balanced9.078.46
Waterfront Balanced9.158.37
1919 SRI Balanced8.808.26
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Bank Loan1 year gross return1 year net return
Eaton Vance Senior Loan Plus13.1012.43
Calvert Floating-Rate Advantage12.6111.94
FIAM Leveraged Loan Composite11.9511.34
PineBridge Global Secured Credit Fund11.4811.11
PGIM Fixed Inc US Sr Sec Loans Composite11.5710.96
T. Rowe Price Floating Rate Bank Loan11.4410.96
Barrow Hanley Bank Loan11.4410.89
Lord Abbett & Co. Bank Loan11.0610.54
Seix Leveraged Loan11.0610.51
BNP Paribas Global Loans11.0110.35
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Bank Loan5 year gross return5 year net return
Barrow Hanley Bank Loan5.044.52
T. Rowe Price Floating Rate Bank Loan4.483.98
PGIM Fixed Inc US Sr Sec Loans Composite4.493.91
Calvert Floating-Rate Advantage4.483.90
PGI Bank Loans4.373.87
FIAM Leveraged Loan Composite4.453.86
Bain Capital Liquid Senior Loan4.513.83
Shenkman Capital Mgt Bank Loan Composite4.313.79
Eaton Vance Senior Loan Plus4.353.73
PineBridge Global Secured Credit Fund4.143.72
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Equity Precious Metals1 year gross return1 year net return
Allspring Precious Metals16.2715.18
VanEck Gold Composite13.8213.03
SAM Gold6.605.72
GAMCO Goldn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Equity Precious Metals5 year gross return5 year net return
Allspring Precious Metals8.477.45
VanEck Gold Composite7.636.91
SAM Goldn/an/a
GAMCO Goldn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Large Growth1 year gross return1 year net return
Mercury Demographic Growth50.4649.22
LEIA CBI49.0748.31
Andersen Weather Mark46.7445.72
Mark Focus47.0944.98
Zevenbergen Growth Equity44.3743.85
Spouting Rock Kingsland SG45.0943.68
Dana Unconstrained Equity Strategy41.3340.60
Loomis Sayles Large Cap Growth41.0840.40
UBS: US Equity Large Cap Select Growth26.8640.08
Ithaka Large Cap Growth Composite39.1138.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Large Growth5 year gross return5 year net return
Mark Focus23.3121.53
LEIA CBI21.2320.63
Mark Long Only21.7219.87
Baron Focused Select Strategy19.3418.61
Slow Capital Growth18.5618.15
Slow Capital Aggressive Growth17.4016.98
Mercury Demographic Growth17.9116.95
Montrusco Bolton US Equity (USD)17.3416.59
Fiera Large Cap Growth17.2516.29
Fiera All Cap Growth17.2316.26
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Target Date 2031-20351 year gross return1 year net return
Fidelity Freedom Blend 2035 Cmgld Pool I12.1912.01
Fidelity Freedom Blend 2035 Cmgld Pool H12.1411.84
Capital Group 2035 Target Date Ret Comp12.1811.78
Fidelity Freedom Blend 2035 Cmgld Pool C12.2711.75
Fidelity Freedom Index 2035 Cmgld Pool C11.7511.61
Voya Target Retirement 2035 Tr Comps CIT11.5311.32
Voya Target Retirement 2035 Composite11.5311.32
BNYM Nwtn SL SmartPath Trgt Dt 2035 Cl On/a11.06
Inspire FuturePath 20358.596.02
Fidelity Freedom 2035 Cmgld Pool Dn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Target Date 2031-20355 year gross return5 year net return
Capital Group 2035 Target Date Ret Comp7.747.36
Fidelity Freedom Blend 2035 Cmgld Pool I7.217.04
Fidelity Freedom Blend 2035 Cmgld Pool H7.206.91
Voya Target Retirement 2035 Tr Comps CIT7.096.89
Voya Target Retirement 2035 Composite7.096.89
Fidelity Freedom Blend 2035 Cmgld Pool C7.216.83
Fidelity Freedom Index 2035 Cmgld Pool C6.886.75
BNYM Nwtn SL SmartPath Trgt Dt 2035 Cl On/a6.59
Inspire FuturePath 2035n/an/a
Fidelity Freedom 2035 Cmgld Pool Dn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Health1 year gross return1 year net return
Inspire Select Healthcare Sector19.3019.30
Nicholas Inv-NicHealth19.8518.38
Janus Henderson Global Life Sciences16.7615.85
Jennison Health Sciences Equity16.7615.60
PVG Emerging Healthcare14.1412.80
Fidelity Advisor Health Care SMA (FIAM)12.3411.98
Inspire Select Cure Cancer8.518.51
ARK Genomic Revolution9.028.21
Baron Health Care Strategy8.778.00
Alger Health Sciences Composite8.177.63
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Health5 year gross return5 year net return
Baron Health Care Strategy13.9513.51
Janus Henderson Global Life Sciences11.1510.30
Inspire Select Healthcare Sector9.809.80
Jennison Health Sciences Equity9.158.06
Eagle Healthcare Enhanced Return Oppty.6.175.17
ARK Genomic Revolution5.394.61
Lazard Digital Health5.084.48
Alger Health Sciences Composite4.904.33
Nicholas Inv-NicHealth6.042.81
PVG Emerging Healthcare1.791.27
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Small Growth1 year gross return1 year net return
Kayne Anderson Rudnick SC Quality Select71.0669.02
Palisades AlphaQ Small Growth60.9358.56
Oberweis Micro-Cap Growth37.6336.34
Next Century Growth Small Cap35.6234.57
NCG SMID Cap34.8533.90
Pacific Income Small Cap Core33.2831.99
First Trust Small Cap Core34.0831.91
Oberweis Small-Cap Opp32.2531.16
SmithAssetMgt–SmallCapFocusedGrowth30.2329.23
Crabtree Small-Cap Growth28.6828.68
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023


Small Growth5 year gross return5 year net return
Next Century Growth Micro Cap Growth22.5921.71
Next Century Growth Small Cap18.6817.61
NCG SMID Cap18.2817.13
Palisades AlphaQ Small Growth17.4916.40
Oberweis Small-Cap Opp17.1016.10
Oberweis Micro-Cap Growth17.0816.01
Granahan Small Cap Select16.5315.38
First Trust Small Cap Core16.1214.34
Congress Asset Mgt Small Cap Growth14.5513.99
Granahan SMID Select15.0513.92
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
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