Intermediate-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
SIP U.S. Focused Total Return Muni CA 1 | 2.91 | 2.91 |
DeRoy & Devereaux Total Return Bond | 3.29 | 2.89 |
Karpus Tax Sensitive Fixed Income | 3.70 | 2.76 |
Karpus Taxable Fixed Income | 3.42 | 2.52 |
Stewart Capital Fixed Income Portfolio | 2.34 | 2.03 |
SIPP U.S. Focused Total Return Muni 1 | 2.39 | 2.00 |
Tannin Capital Short-Intermd Govt/Credit | 2.24 | 1.85 |
IR+M Gov/Credit | 2.11 | 1.78 |
Invesco Tax-Aware Intermediate | 1.78 | 1.62 |
Winthrop Intermediate Fixed Income | 1.74 | 1.24 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Intermediate-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Karpus Taxable Fixed Income | 6.23 | 5.29 |
Brandywine Global U.S. Fixed Income | 5.06 | 4.75 |
Karpus Tax Sensitive Fixed Income | 5.22 | 4.26 |
Eaton Vance Taxable Municipal Bond | 3.41 | 3.10 |
BBH Core Plus Fixed Income | 3.01 | 2.76 |
Tannin Capital Short-Intermd Govt/Credit | 2.87 | 2.47 |
Reams Core Fixed Income | 2.63 | 2.36 |
Chartwell Core Plus Fixed Income | 2.73 | 2.35 |
DeRoy & Devereaux Total Return Bond | 2.53 | 2.12 |
Winthrop Intermediate Fixed Income | 2.43 | 1.95 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Long-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
PIMCO Long Term Bond - Long Credit | 2.18 | 1.95 |
Barings U.S. Invest. Grade Corp. Credit | 1.87 | 1.61 |
Loomis Sayles Long Credit Discp Alpha | 1.68 | 1.42 |
NISA Long Credit | 1.35 | 1.12 |
Capital Group Long Duration Credit DB Fd | 1.12 | 0.93 |
Parametric LDI U.S. Long Credit | 1.10 | 0.92 |
Barrow Hanley Long Credit Fixed Income | 1.28 | 0.90 |
Wellington Long Credit | 1.21 | 0.89 |
PIMCO Long Term Bond Full Authority | 1.05 | 0.82 |
Conning Long Duration Credit | 0.91 | 0.72 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Long-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
AXA IM FIIS US Corp Intermediate Bonds | 2.09 | 3.36 |
Camden Long Duration (US Corporate) Comp | 3.06 | 2.61 |
Dorsey Wright Tactical Fixed Income | 3.53 | 2.57 |
TCW Long Duration Credit | 2.39 | 2.22 |
Capital Group Long Duration Credit DB Fd | 2.41 | 2.22 |
PIMCO Long Term Bond - Long Credit | 2.43 | 2.19 |
Reams Long Duration Fixed Income | 2.31 | 2.16 |
Loomis Sayles Long Credit Discp Alpha | 2.30 | 2.07 |
Camden Long Duration (Govt/Credit) Comp | 2.65 | 2.03 |
Wellington Long Credit | 2.34 | 2.03 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Financial | 1 year gross return | 1 year net return |
---|---|---|
Wellington FinTech | 12.25 | 11.26 |
McKinley Capital Business Development Co | 13.06 | 10.84 |
Jennison Financial Services Equity | 11.22 | 10.61 |
Confluence BDC-Wrap | 14.41 | 7.93 |
Manole Fin Tech | 7.09 | 6.01 |
Inspire Select Financials Sector | 12.86 | 4.77 |
Kennedy Bank Sector | -13.36 | -14.23 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Financial | 5 year gross return | 5 year net return |
---|---|---|
Jennison Financial Services Equity | 7.55 | 6.96 |
Inspire Select Financials Sector | 7.76 | 6.17 |
McKinley Capital Business Development Co | 7.58 | 5.46 |
Confluence BDC-Wrap | 8.36 | 4.56 |
Manole Fin Tech | 3.73 | 2.52 |
Kennedy Bank Sector | 2.48 | 1.46 |
Wellington FinTech | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Mid-Cap Blend | 1 year gross return | 1 year net return |
---|---|---|
Alpha Quant Mid Cap Quality Growth | 42.25 | 41.19 |
Alpha Quant Mid Cap Growth | 40.67 | 39.63 |
Alpha Quant Mid Cap Quality | 38.72 | 37.69 |
Alpha Quant Mid Cap Equity | 31.25 | 30.27 |
Financial Trust ValueMomentum Leaders | 30.32 | 28.72 |
Ativo SMID | 27.70 | 26.82 |
Fiduciary Mgt of Milwaukee Sm-Cap Eq | 27.41 | 26.47 |
Argent Mid Cap Equity Composite | 26.22 | 25.85 |
Iridian Private Value/ Mid-Cap Equity | 25.85 | 24.74 |
Ativo Mid Cap | 25.11 | 24.37 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Mid-Cap Blend | 5 year gross return | 5 year net return |
---|---|---|
Alpha Quant Mid Cap Quality Growth | 18.16 | 17.28 |
Alpha Quant Mid Cap Growth | 15.03 | 14.17 |
Janus Henderson US Opportunistic Alpha | 13.27 | 12.52 |
Fenimore Dividend Focus Equity | 13.04 | 12.11 |
Argent Mid Cap Equity Composite | 12.18 | 11.89 |
Aperio Active Tax Indexing: Russell 1000 | 12.14 | 11.75 |
Fuller & Thaler Behavioral Unconstrnd Eq | 12.40 | 11.69 |
Madison Mid Cap Equity | 12.43 | 11.55 |
Snyder Capital Mgt Small/Mid Cap Val | 12.12 | 11.44 |
Running Oak Efficient Growth | 11.93 | 11.38 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Large Growth | 1 year gross return | 1 year net return |
---|---|---|
Mercury Demographic Growth | 50.46 | 49.22 |
LEIA CBI | 49.07 | 48.31 |
Andersen Weather Mark | 46.74 | 45.72 |
Mark Focus | 47.09 | 44.98 |
Zevenbergen Growth Equity | 44.37 | 43.85 |
Spouting Rock Kingsland SG | 45.09 | 43.68 |
Dana Unconstrained Equity Strategy | 41.33 | 40.60 |
Loomis Sayles Large Cap Growth | 41.08 | 40.40 |
UBS: US Equity Large Cap Select Growth | 26.86 | 40.08 |
Ithaka Large Cap Growth Composite | 39.11 | 38.30 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Large Growth | 5 year gross return | 5 year net return |
---|---|---|
Mark Focus | 23.31 | 21.53 |
LEIA CBI | 21.23 | 20.63 |
Mark Long Only | 21.72 | 19.87 |
Baron Focused Select Strategy | 19.34 | 18.61 |
Slow Capital Growth | 18.56 | 18.15 |
Slow Capital Aggressive Growth | 17.40 | 16.98 |
Mercury Demographic Growth | 17.91 | 16.95 |
Montrusco Bolton US Equity (USD) | 17.34 | 16.59 |
Fiera Large Cap Growth | 17.25 | 16.29 |
Fiera All Cap Growth | 17.23 | 16.26 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Mid-Cap Value | 1 year gross return | 1 year net return |
---|---|---|
Donald Smith & Co. Lg-Cap Cncntrd Val Eq | 38.09 | 37.72 |
SouthernSun SMID Cap Composite | 27.17 | 26.29 |
HIS Horizon Enhanced BRI | 26.32 | 24.78 |
Inspire Select US Mid Cap | 24.16 | 24.16 |
River Road Mid Cap Value | 23.85 | 23.44 |
HIS Horizon Enh SRI Fossil Fuel Free | 24.90 | 23.37 |
Oliver Luxxe Assets SMID Cap Equity | 23.40 | 22.36 |
Miller Opportunity Equity | 22.10 | 20.91 |
Nuveen Multi Cap Value | 21.87 | 20.86 |
HIS Horizon Enhanced Christian Values | 22.40 | 20.84 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Mid-Cap Value | 5 year gross return | 5 year net return |
---|---|---|
Longfellow Merger Arb | 11.58 | 17.86 |
CMC DVD | 11.69 | 11.17 |
Donald Smith & Co. Lg-Cap Cncntrd Val Eq | 11.19 | 10.90 |
Sasco Capital, Contrarian | 11.21 | 10.83 |
Heartland Mid Cap Value | 11.59 | 10.75 |
HIS Horizon Enh Socially Responsible | 11.97 | 10.55 |
Sycamore Mid Cap Value Comp | 11.24 | 10.41 |
Thomas White Mid-Cap Value | 11.16 | 10.28 |
Kennedy All Cap Value | 10.94 | 10.18 |
Allspring Special US Mid Cap Value Eq | 11.04 | 10.14 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
High Yield Bond | 1 year gross return | 1 year net return |
---|---|---|
Oaktree European High Yield Bonds | 13.87 | 13.31 |
Pacific Income High Yield SMA | 12.31 | 11.77 |
Voya High Yield (SD) | 10.25 | 11.60 |
Franklin Gbl High Yield Corp Bond Comp | 11.81 | 11.20 |
Brandywine Global High Yield | 11.43 | 10.72 |
Oaktree Global High Yield | 11.03 | 10.48 |
Voya US Short Duration High Income | 10.76 | 10.33 |
Seix Full Market High Yield | 10.98 | 10.32 |
Payden & Rygel High Yield | 10.70 | 10.30 |
Nomura NCRAM HY Total Return Inst | 10.64 | 10.13 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
High Yield Bond | 5 year gross return | 5 year net return |
---|---|---|
Brandywine Global High Yield | 6.33 | 5.75 |
Mesirow High Yield | 5.40 | 4.97 |
Barrow Hanley High Yield Fixed Income | 5.16 | 4.66 |
Artisan High Income | 5.37 | 4.66 |
L&S Short-Duration High Yield | 5.38 | 4.58 |
Payden & Rygel High Yield | 5.16 | 4.41 |
PGIM US Shrt-Dur Higher Quality Hi-Yld | 4.63 | 4.16 |
Pacific Income High Yield SMA | 4.59 | 4.08 |
Voya US Short Duration High Income | 4.47 | 4.08 |
MacKay Shields High Yld | 4.59 | 4.07 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Utilities | 1 year gross return | 1 year net return |
---|---|---|
MFS Utilities Equity | 4.78 | 4.14 |
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
Utilities | 5 year gross return | 5 year net return |
---|---|---|
Inspire Select Utilities Sector | 9.11 | 9.01 |
MFS Utilities Equity | 9.17 | 8.49 |
Miller/Howard – Utilities Plus | 6.80 | 5.87 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Diversified Emerging Mkts | 1 year gross return | 1 year net return |
---|---|---|
Emerging Markets ex-China Equity | 35.77 | 34.55 |
GlobeFlex Emerging Mkts Small Cap Cmpst | 27.60 | 26.36 |
Inspire Select Emerging Markets | 25.63 | 25.63 |
Brandes Emerging Markets Equity | 25.13 | 24.49 |
Wellington EM Small Cap Discovery | 24.88 | 23.62 |
WGI Emerging Markets Smaller Companies | 24.36 | 22.91 |
Bridgeway Emerging Markets Small-Cap | 23.65 | 22.16 |
Global Emerging Markets ex China Dynamic | 23.00 | 22.08 |
Mondrian Emerging Markets Small Cap Eq | 23.01 | 21.85 |
Artisan Developing World Composite | 21.91 | 20.65 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Diversified Emerging Mkts | 5 year gross return | 5 year net return |
---|---|---|
Inspire Select Emerging Markets | 11.11 | 11.11 |
GlobeFlex Emerging Mkts Small Cap Cmpst | 11.81 | 10.71 |
Artisan Developing World Composite | 10.34 | 9.19 |
Arrowstreet Capital Emg Mkts Equity | 9.65 | 8.73 |
Wasatch EM Select Composite | 8.88 | 8.27 |
BH Concentrated Emerging Markets ESG | 9.21 | 8.24 |
Acadian Emerging Markets Small-Cap Comp | 8.83 | 7.49 |
Wasatch EM Small Cap Composite | 8.74 | 7.35 |
RBC Emerging Markets Multi Strat Equity | 3.90 | 7.24 |
Oberweis Emerging Markets | 8.30 | 7.21 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Conservative Allocation | 1 year gross return | 1 year net return |
---|---|---|
MCA Conservative Portfolios | 18.42 | 17.83 |
Voya Income & Growth | 13.26 | 12.21 |
Tannin Capital Total Return | 12.01 | 10.94 |
Toews Managed Risk Blueprint | 10.66 | 10.66 |
MCM American Revival - Growth-Plus | 10.49 | 10.05 |
ASAP Balanced Model | 9.46 | 9.20 |
ASAP Balanced Strategy | 9.46 | 9.20 |
TSW Multi-Asset Income | 9.21 | 8.96 |
Clark Navigator TW+ Mod Conserv | 9.25 | 8.82 |
Stairway Tax-Managed Dynam Alloc - Cons | 9.57 | 8.75 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Conservative Allocation | 5 year gross return | 5 year net return |
---|---|---|
MCM American Revival - Growth-Plus | 9.77 | 9.33 |
Toews Managed Risk Blueprint | 9.45 | 9.24 |
MCA Conservative Portfolios | 9.48 | 8.71 |
MCM American Revival - Balanced | 8.66 | 8.29 |
TSW Multi-Asset Income | 8.45 | 8.18 |
Voya Income & Growth | 7.63 | 6.92 |
Weitz Conservative Allocation | 6.90 | 6.09 |
Winans Balanced 50/50 Composite | 6.79 | 6.06 |
Cypress Global Equity and Income | 6.75 | 5.85 |
Peavine Capital Moderate | 6.29 | 5.78 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Mid-Cap Blend | 1 year gross return | 1 year net return |
---|---|---|
Alpha Quant Mid Cap Quality Growth | 42.25 | 41.19 |
Alpha Quant Mid Cap Growth | 40.67 | 39.63 |
Alpha Quant Mid Cap Quality | 38.72 | 37.69 |
Alpha Quant Mid Cap Equity | 31.25 | 30.27 |
Financial Trust ValueMomentum Leaders | 30.32 | 28.72 |
Ativo SMID | 27.70 | 26.82 |
Fiduciary Mgt of Milwaukee Sm-Cap Eq | 27.41 | 26.47 |
Argent Mid Cap Equity Composite | 26.22 | 25.85 |
Iridian Private Value/ Mid-Cap Equity | 25.85 | 24.74 |
Ativo Mid Cap | 25.11 | 24.37 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Mid-Cap Blend | 5 year gross return | 5 year net return |
---|---|---|
Alpha Quant Mid Cap Quality Growth | 18.16 | 17.28 |
Alpha Quant Mid Cap Growth | 15.03 | 14.17 |
Janus Henderson US Opportunistic Alpha | 13.27 | 12.52 |
Fenimore Dividend Focus Equity | 13.04 | 12.11 |
Argent Mid Cap Equity Composite | 12.18 | 11.89 |
Aperio Active Tax Indexing: Russell 1000 | 12.14 | 11.75 |
Fuller & Thaler Behavioral Unconstrnd Eq | 12.40 | 11.69 |
Madison Mid Cap Equity | 12.43 | 11.55 |
Snyder Capital Mgt Small/Mid Cap Val | 12.12 | 11.44 |
Running Oak Efficient Growth | 11.93 | 11.38 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Inflation-Protected Bond | 1 year gross return | 1 year net return |
---|---|---|
Lord Abbett & Co. Inflation Focused – SA | 1.82 | 1.57 |
Laffer Tengler Dynamic US Inflation Stra | 1.29 | 0.13 |
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 Bond | 5 year gross return | 5 year net return |
---|---|---|
Franklin U.S. TIPS Composite | 4.59 | 4.27 |
Lord Abbett & Co. Inflation Focused – SA | 3.58 | 3.30 |
Laffer Tengler Dynamic US Inflation Stra | 3.98 | 2.94 |
Wellington TIPS | 2.93 | 2.77 |
IR+M Int. TIPS | 2.84 | 2.72 |
NISA Intermediate TIPS | 2.80 | 2.69 |
Richmond Capital Mgt TIPS 1-10 Yr | 2.73 | 2.66 |
PIMCO Real Return Medium Authority | 2.83 | 2.58 |
PIMCO Real Return Full Authority | 3.00 | 2.54 |
Mellon US TIPS Barclays | 2.57 | 2.46 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Small Blend | 1 year gross return | 1 year net return |
---|---|---|
NewSouth Capital Mgt NSCM Sm Cap Val Eq | 26.94 | 26.14 |
Gabelli Asset Mgt Sm-Cap Val | 25.95 | 25.47 |
Frontier Capital Appreciation | 26.18 | 25.29 |
Barrow Hanley Small Cap Value Equity | 25.61 | 24.75 |
Alpha Quant SMID Cap Equity | 25.06 | 24.13 |
Ativo Small Cap | 24.97 | 23.98 |
SouthernSun Small Cap | 24.28 | 23.36 |
GlobeFlex Capital LP U.S Sm-Cap Gr Eqty | 23.98 | 22.94 |
Kennedy Micro Cap Opportunities | 23.57 | 22.45 |
Van Hulzen Small Cap | 23.01 | 22.16 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Small Blend | 5 year gross return | 5 year net return |
---|---|---|
Harvey Partners Small-Cap Opportunity | 18.87 | 17.72 |
Penn Capital Small to Micro Cap Equity | 17.15 | 16.57 |
Old West Small Cap | 16.55 | 15.50 |
Old West All Cap Opportunity | 16.52 | 15.36 |
Burgundy US Small Cap Value Composite | 13.68 | 12.56 |
Financial Trust American Discplnd Small | 13.43 | 12.03 |
Alpha Quant Small Cap Quality | 11.75 | 10.91 |
Eagle SMID Cap Select Strategy (VT Team) | 11.53 | 10.63 |
Laurus US Small Cap Composite | 11.39 | 10.46 |
Eagle SMID Cap Strategy (Vermont Team) | 11.68 | 10.45 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Global Real Estate | 1 year gross return | 1 year net return |
---|---|---|
Third Avenue International RE Composite | 4.08 | 2.72 |
LaSalle Global Real Estate Securities | 1.93 | 1.37 |
Third Avenue Real Estate Value Equity | 2.56 | 1.33 |
Morgan Stanley Glbl Infrastructure Sec | 1.93 | 1.26 |
CBRE Listed Global Real Estate Composite | 0.02 | -0.39 |
LaSalle Core Glbal RealEstate Securities | 0.15 | -0.40 |
Heitman Global RE Securities Con | 0.07 | -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 Estate | 5 year gross return | 5 year net return |
---|---|---|
PGI Real Estate Core Property | 7.05 | 6.04 |
Morgan Stanley Glbl Infrastructure Sec | 5.60 | 4.81 |
American Century Global Real Estate | 5.24 | 4.62 |
CenterSquare Global Concentrated REIT | 4.38 | 3.99 |
LaSalle Global Real Estate Securities | 4.43 | 3.78 |
CenterSquare Global REIT | 3.65 | 3.20 |
LaSalle Core Glbal RealEstate Securities | 3.74 | 3.17 |
Cohen & Steers Global Realty CIT P | n/a | 3.13 |
CBRE Listed Global Real Estate Composite | 3.59 | 3.12 |
Hazelview Core Global Real Estate | 3.73 | 3.11 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Retirement Income | 1 year gross return | 1 year net return |
---|---|---|
Windham Multi-Asset Income Portfolio | 10.88 | 10.88 |
IERetire - 5 Percent Spend Rate | 9.15 | 7.52 |
Morningstar Ret Inc Long-Range - BNY | 7.05 | 5.49 |
Voya Target Retirement Inc Tr Comps CIT | 4.79 | 4.59 |
Voya Target In-Retirement Composite | 4.79 | 4.59 |
BNYM Newton SL SmartPath Ret Inc Cl O | n/a | 4.54 |
Horizon Real Spend 7 | 7.58 | 4.39 |
Morningstar Ret Inc Long-Range - TDA | 5.97 | 4.24 |
Morningstar Ret Inc Mid-Range - BNY | 5.60 | 4.05 |
Horizon Real Spend 6 | 6.62 | 3.45 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Retirement Income | 5 year gross return | 5 year net return |
---|---|---|
Advisors Capital Income w/Growth | 5.34 | 3.90 |
BNYM Newton SL SmartPath Ret Inc Cl O | n/a | 3.56 |
Voya Target Retirement Inc Tr Comps CIT | 3.64 | 3.45 |
Voya Target In-Retirement Composite | 3.64 | 3.45 |
Fidelity Freedom Index Income Cmgld Pool | 2.73 | 2.59 |
Fidelity Freedom Blend Inc Cmgld Pool I | 2.72 | 2.56 |
Fidelity Freedom Blend Inc Cmgld Pool H | 2.73 | 2.45 |
Fidelity Freedom Blend Income Cmgld Pool | 2.74 | 2.41 |
Morningstar Ret Inc Long-Range - BNY | 3.64 | 2.12 |
Morningstar Ret Inc Long-Range - TDA | 3.43 | 2.09 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Intermediate-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
SIP U.S. Focused Total Return Muni CA 1 | 2.91 | 2.91 |
DeRoy & Devereaux Total Return Bond | 3.29 | 2.89 |
Karpus Tax Sensitive Fixed Income | 3.70 | 2.76 |
Karpus Taxable Fixed Income | 3.42 | 2.52 |
Stewart Capital Fixed Income Portfolio | 2.34 | 2.03 |
SIPP U.S. Focused Total Return Muni 1 | 2.39 | 2.00 |
Tannin Capital Short-Intermd Govt/Credit | 2.24 | 1.85 |
IR+M Gov/Credit | 2.11 | 1.78 |
Invesco Tax-Aware Intermediate | 1.78 | 1.62 |
Winthrop Intermediate Fixed Income | 1.74 | 1.24 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Intermediate-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Karpus Taxable Fixed Income | 6.23 | 5.29 |
Brandywine Global U.S. Fixed Income | 5.06 | 4.75 |
Karpus Tax Sensitive Fixed Income | 5.22 | 4.26 |
Eaton Vance Taxable Municipal Bond | 3.41 | 3.10 |
BBH Core Plus Fixed Income | 3.01 | 2.76 |
Tannin Capital Short-Intermd Govt/Credit | 2.87 | 2.47 |
Reams Core Fixed Income | 2.63 | 2.36 |
Chartwell Core Plus Fixed Income | 2.73 | 2.35 |
DeRoy & Devereaux Total Return Bond | 2.53 | 2.12 |
Winthrop Intermediate Fixed Income | 2.43 | 1.95 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Intermediate Government | 1 year gross return | 1 year net return |
---|---|---|
Glenmede Intermediate Govt/Credit | 0.23 | -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 Government | 5 year gross return | 5 year net return |
---|---|---|
SeaCrest US Government Interm Duration | 1.17 | 1.17 |
CS McKee Broad Government Fixed | 1.26 | 1.01 |
Glenmede Intermediate Govt/Credit | 1.04 | 0.67 |
M.D. Sass Core Fix-Inc | 0.87 | 0.60 |
Wright Mortgage Backed Securities F/I | 0.75 | 0.42 |
MFS US Government Fixed Income | 0.73 | 0.42 |
Northern Trust Government Index | 0.51 | 0.31 |
FIAM Agency MBS | 0.47 | 0.18 |
RBC Access Capital Community Investing | 0.50 | 0.09 |
TCW Index Plus MBS | 0.30 | 0.05 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Intermediate Government | 1 year gross return | 1 year net return |
---|---|---|
Glenmede Intermediate Govt/Credit | 0.23 | -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 Government | 5 year gross return | 5 year net return |
---|---|---|
SeaCrest US Government Interm Duration | 1.17 | 1.17 |
CS McKee Broad Government Fixed | 1.26 | 1.01 |
Glenmede Intermediate Govt/Credit | 1.04 | 0.67 |
M.D. Sass Core Fix-Inc | 0.87 | 0.60 |
Wright Mortgage Backed Securities F/I | 0.75 | 0.42 |
MFS US Government Fixed Income | 0.73 | 0.42 |
Northern Trust Government Index | 0.51 | 0.31 |
FIAM Agency MBS | 0.47 | 0.18 |
RBC Access Capital Community Investing | 0.50 | 0.09 |
TCW Index Plus MBS | 0.30 | 0.05 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Long Government | 1 year gross return | 1 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 Government | 5 year gross return | 5 year net return |
---|---|---|
PIMCO Long Bond Extended Duration | 1.66 | 1.37 |
Donoghue Forlines Treasury | 2.14 | 1.35 |
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 SMA | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Short-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Post Limited Term High Yield Comp | 8.34 | 7.64 |
Hi-Line Capital Inflation Protected | 7.89 | 7.10 |
Goldman Sachs Opportunistic Fixed Income | 6.76 | 6.22 |
Hi-Line Capital Income Advantaged | 6.32 | 5.54 |
Brandes Corporate Focus Fixed Income | 5.66 | 5.27 |
BBH Limited Duration | 4.77 | 4.51 |
Thornburg Multisector Opportun Composite | 4.83 | 4.24 |
iSectors Enhanced Income Allocation Mo | 4.40 | 4.01 |
Dolan McEniry Core Plus | 4.09 | 3.85 |
LCAM Short Duration Fixed Income | 3.85 | 3.78 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Short-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
MCM Tactical Income | 5.26 | 4.82 |
Thornburg Multisector Opportun Composite | 3.85 | 3.24 |
Post Limited Term High Yield Comp | 3.70 | 3.03 |
Dolan McEniry Core Plus | 2.92 | 2.66 |
BlackRock Strategic Income Opportunities | 3.13 | 2.61 |
Goldman Sachs Opportunistic Fixed Income | 3.05 | 2.52 |
Diamond Hill Short Duration Secitizd Bd | 2.89 | 2.42 |
Calvert Short Duration Income Strategy | 2.63 | 2.35 |
Sage Interm Term Corporate Fixed Income | 2.54 | 2.30 |
Dolan McEniry Investment Grade | 2.56 | 2.30 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Foreign Large Blend | 1 year gross return | 1 year net return |
---|---|---|
Marietta International ESG Strategy | 31.12 | 30.49 |
Inspire Select International | 29.66 | 29.66 |
Jarislowsky Fraser International Equity | 27.92 | 27.17 |
Fiduciary Mgt of Milwaukee Intl Comp | 26.49 | 25.58 |
Federated Hermes EAFE Equity | 25.11 | 24.18 |
Shelton International Select Equity Wrap | 25.70 | 23.76 |
Eldred Rock International Value | 23.98 | 23.57 |
TD Epoch Non-U.S. Equity ADR | 27.14 | 23.44 |
Artisan International Value | 24.00 | 22.88 |
Pictet EAFE Equity | 23.15 | 22.44 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Foreign Large Blend | 5 year gross return | 5 year net return |
---|---|---|
Eldred Rock International Value | 10.48 | 10.10 |
Wellington Durable Enterprises | 10.10 | 9.28 |
Thornburg Intl Equity ESG Composite | 10.06 | 9.04 |
Artisan International Value | 9.59 | 8.59 |
Inspire Select International | 8.57 | 8.57 |
Arrowstreet Intl Eq Str All Wld ex US | 9.13 | 8.33 |
Int'l Alpha (ACWI Ex-US) Equities | 8.33 | 7.69 |
TD Epoch Global Select | 8.10 | 7.66 |
MFS International Equity | 8.38 | 7.64 |
SGA Global Equity | 8.33 | 7.56 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Short-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Post Limited Term High Yield Comp | 8.34 | 7.64 |
Hi-Line Capital Inflation Protected | 7.89 | 7.10 |
Goldman Sachs Opportunistic Fixed Income | 6.76 | 6.22 |
Hi-Line Capital Income Advantaged | 6.32 | 5.54 |
Brandes Corporate Focus Fixed Income | 5.66 | 5.27 |
BBH Limited Duration | 4.77 | 4.51 |
Thornburg Multisector Opportun Composite | 4.83 | 4.24 |
iSectors Enhanced Income Allocation Mo | 4.40 | 4.01 |
Dolan McEniry Core Plus | 4.09 | 3.85 |
LCAM Short Duration Fixed Income | 3.85 | 3.78 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Short-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
MCM Tactical Income | 5.26 | 4.82 |
Thornburg Multisector Opportun Composite | 3.85 | 3.24 |
Post Limited Term High Yield Comp | 3.70 | 3.03 |
Dolan McEniry Core Plus | 2.92 | 2.66 |
BlackRock Strategic Income Opportunities | 3.13 | 2.61 |
Goldman Sachs Opportunistic Fixed Income | 3.05 | 2.52 |
Diamond Hill Short Duration Secitizd Bd | 2.89 | 2.42 |
Calvert Short Duration Income Strategy | 2.63 | 2.35 |
Sage Interm Term Corporate Fixed Income | 2.54 | 2.30 |
Dolan McEniry Investment Grade | 2.56 | 2.30 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Short Government | 1 year gross return | 1 year net return |
---|---|---|
GS Gov/Corporate FI (Short Duration) | 2.30 | 2.14 |
Mellon Glb Govt-Short Dur | 1.90 | 1.69 |
CS McKee Short Government | 1.12 | 0.87 |
Genter Capital Short-Term US Government | 0.70 | 0.36 |
AB US Low Duration | 0.50 | 0.32 |
M.D. Sass 2-Year FI | 0.57 | 0.29 |
Intermediate Government Fixed Income | 0.38 | 0.18 |
BlackRock 1-3 Yr Govt Bond Idx Composite | 0.22 | 0.18 |
Pacific Income Short Term | 0.37 | 0.06 |
Sit Inv Short Duration | 0.32 | -0.08 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Short Government | 5 year gross return | 5 year net return |
---|---|---|
M.D. Sass 3-Year FI | 1.04 | 3.51 |
Sit Inv Short Duration | 1.67 | 1.27 |
CS McKee Short Government | 1.50 | 1.26 |
GS Gov/Corporate FI (Short Duration) | 1.44 | 1.25 |
Mellon Glb Govt-Short Dur | 1.44 | 1.24 |
BlackRock 1-3 Yr Govt Bond Idx Composite | 1.06 | 1.01 |
Intermediate Government Fixed Income | 1.18 | 0.98 |
Pacific Income Short Term | 1.18 | 0.88 |
Genter Capital Short-Term US Government | 1.23 | 0.87 |
INCORE Short Government Comp | 1.20 | 0.85 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Mid-Cap Growth | 1 year gross return | 1 year net return |
---|---|---|
Disciplined Growth - Mid Cap Growth | 43.59 | 42.90 |
BFM High Quality Mid Cap strategy | 37.61 | 36.72 |
Sandhill Concentrated Equity Alpha | 33.08 | 32.01 |
Frontier Focus | 32.08 | 30.84 |
Sandhill Concentrated Equity Alpha Wrap | 32.94 | 30.80 |
Neuberger Berman Disrupters Portfolio | 31.43 | 30.58 |
Innovative Portfolios IntelliBuilD | 31.60 | 30.06 |
Sapphire Star Capital Mid Cap Growth | 28.92 | 28.06 |
Brown Capital Mid Company | 27.23 | 26.57 |
INTERNET ADVANTAGE - EQUITY BEST PICKS | 28.05 | 25.82 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Mid-Cap Growth | 5 year gross return | 5 year net return |
---|---|---|
Baron Focused Growth Strategy | 24.13 | 22.89 |
Night Owl Equity | 16.67 | 15.28 |
Baron Small to Mid Cap Growth Strategy | 16.08 | 15.17 |
SFE Pathways™ (SRI) All-Cap Composite | 15.56 | 15.00 |
Congress SMID Growth | 15.37 | 14.96 |
Fisher Small and Mid Cap Core | 14.76 | 14.25 |
Principal Small Cap Growth Equity | 14.64 | 13.70 |
Renaissance Midcap Growth | 13.66 | 13.55 |
Kayne Anderson Rudnick Small Cap Core | 14.22 | 13.21 |
Hood River Small/Mid-Cap Growth | 13.70 | 12.74 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Long/Short Equity | 1 year gross return | 1 year net return |
---|---|---|
Alpha DNA Large Cap Hedged Equity | 28.58 | 26.40 |
F/m Integrated Alpha Long / Short | 26.88 | 25.72 |
Camden Equity | 26.31 | 24.86 |
Loomis Sayles International Growth | 24.26 | 23.29 |
Robinson Market Opportunity | 20.39 | 19.47 |
Alpha DNA All Cap Hedged Equity | 18.61 | 16.51 |
Fisher All World Equity Long/Short Marke | 18.82 | 16.29 |
Elite Tactical Long/Short | 15.42 | 14.59 |
3EDGE Systematic Strategy | 15.45 | 14.54 |
Acadian U.S. Managed Volatility Eq Comp | 13.65 | 13.31 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Long/Short Equity | 5 year gross return | 5 year net return |
---|---|---|
Robinson Market Opportunity | 17.67 | 16.71 |
Camden Equity | 14.82 | 13.92 |
Alpha DNA Mid Small Cap Hedged Equity | 13.18 | 12.06 |
F/m Integrated Alpha Long / Short | 11.57 | 10.96 |
Alpha DNA Large Cap Hedged Equity | 10.34 | 8.70 |
Acadian U.S. Managed Volatility Eq Comp | 7.97 | 7.65 |
Calamos Phineus Long/Short Composite | 8.38 | 7.05 |
Boston Partners Global L/S Equity | 8.97 | 6.83 |
Convergence Long/Short Equity | 7.42 | 6.36 |
Alpha DNA All Cap Hedged Equity | 8.03 | 6.04 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Convertibles | 1 year gross return | 1 year net return |
---|---|---|
Advent Balanced Convertible Strategy | 12.25 | 11.64 |
Zazove Institutional Blend Convertibles | 10.79 | 10.79 |
Palisade Convertible Securities Comp | 11.21 | 10.53 |
MacKay Shields Convertibles | 10.72 | 10.18 |
Morgan Stanley Global Convertible Bond | 11.19 | 10.11 |
Oaktree Global ex-US Convertibles | 10.53 | 9.99 |
Voya Convertibles | 9.74 | 9.53 |
Calamos Instl Convertible Composite | 10.03 | 9.27 |
Zazove Global Convertibles | 9.27 | 9.27 |
Advent Phoenix Convertible Income | 9.35 | 8.79 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Convertibles | 5 year gross return | 5 year net return |
---|---|---|
Voya Convertibles | 12.08 | 11.69 |
MacKay Shields Convertibles | 10.05 | 9.50 |
Lord Abbett & Co. Convertibles | 10.16 | 9.10 |
Invesco Convertible Securities | 9.39 | 8.73 |
Calamos Instl Convertible Composite | 9.42 | 8.65 |
SSI Convertible Investment Strategy | 8.96 | 8.38 |
Advent Balanced Convertible Strategy | 8.85 | 8.29 |
Palisade Convertible Securities Comp | 8.36 | 7.73 |
Zazove Institutional Blend Convertibles | 7.53 | 7.21 |
Nicholas Inv - Convertibles | 7.91 | 7.09 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Technology | 1 year gross return | 1 year net return |
---|---|---|
Inspire Select Technology Sector | 82.20 | 82.20 |
Jennison Technology Equity | 42.50 | 41.51 |
Merlin Focused Growth | 42.14 | 40.55 |
Zevenbergen Genea Growth | 40.49 | 39.76 |
Janus Henderson Gbl Tech and Innovation | 39.39 | 38.45 |
Crabtree Multi-Cap Technology | 39.02 | 38.19 |
Bailard Technology | 37.20 | 36.65 |
JPM US Technology Leaders-MA | 39.43 | 35.24 |
Bailard Tech & Science | 34.51 | 34.01 |
Neuberger Berman Global Metaverse-ISA | 34.07 | 32.94 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Technology | 5 year gross return | 5 year net return |
---|---|---|
Inspire Select Technology Sector | 20.13 | 20.13 |
Merlin Focused Growth | 18.48 | 17.32 |
Jennison Technology Equity | 17.04 | 16.23 |
Bailard Technology | 15.46 | 15.00 |
JPM US Technology Leaders-MA | 18.46 | 14.90 |
Janus Henderson Gbl Tech and Innovation | 15.61 | 14.83 |
Bailard Tech & Science | 14.65 | 14.22 |
Voya Global Technology Equity | 13.78 | 13.90 |
Merlin Large Cap Growth | 14.01 | 13.18 |
Wellington Global Technology Opps | 13.56 | 12.71 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Foreign Large Value | 1 year gross return | 1 year net return |
---|---|---|
Causeway International Value Select | 31.75 | 31.29 |
Causeway Capital Mgt Intl Val Eq | 31.61 | 31.13 |
Causeway Simulated Intl Val ADR Model | 31.62 | 30.93 |
Causeway International Value ADR | 30.45 | 29.51 |
WGI Developed Markets Ex-U.S. Composite | 27.05 | 26.42 |
Brandes International Equity | 24.03 | 23.56 |
Pzena International Value ADR | 24.20 | 23.53 |
Causeway International Opportunities | 23.86 | 23.35 |
Harris International Equity | 24.16 | 23.31 |
Putnam Non-U.S. Value Equity | 24.00 | 23.04 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Foreign Large Value | 5 year gross return | 5 year net return |
---|---|---|
Smead International Value Composite | 12.61 | 11.24 |
WGI Developed Markets Ex-U.S. Composite | 10.08 | 9.47 |
Wellington Global Opportunistic Value | 9.03 | 8.34 |
ARGA International Equity Strategy | 8.86 | 7.58 |
Causeway Simulated Intl Val ADR Model | 7.79 | 7.29 |
Gilman Hill International Income Comp | 8.24 | 7.15 |
NB Canadian Equity Income | 7.59 | 7.00 |
Causeway International Value Select | 7.14 | 6.75 |
Barrow Hanley Non-US Value Equity | 7.47 | 6.73 |
River Road International Value Eq ADR | 7.20 | 6.59 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Diversified Pacific/Asia | 1 year gross return | 1 year net return |
---|---|---|
Horizon Asia Institutional | 13.83 | 12.69 |
Metis International Micro Cap Equity | 13.11 | 12.04 |
Dalton Asia Pacific Long Only Composite | 11.11 | 10.06 |
ARI Asia Pacific | 6.26 | 5.20 |
Sit Inv Pac Basin | 6.10 | 5.15 |
Templeton Asia Pacific Eq | 5.14 | 4.36 |
ImpaxAsian Enviornmental Composite | 5.17 | 4.12 |
Schafer Cullen Asia Pac High Dividend | 5.15 | 4.07 |
Asia Pacific Separately Mangaed Account | 1.44 | 0.72 |
Financial Trust Asia ValueMomentum | -4.87 | -6.05 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Diversified Pacific/Asia | 5 year gross return | 5 year net return |
---|---|---|
Financial Trust Asia ValueMomentum | 7.39 | 6.07 |
ImpaxAsian Enviornmental Composite | 6.23 | 5.18 |
Schafer Cullen Asia Pac High Dividend | 4.00 | 2.60 |
Metis International Micro Cap Equity | 3.02 | 1.96 |
Sit Inv Pac Basin | 2.60 | 1.68 |
Horizon Asia Institutional | 2.28 | 1.26 |
Dalton Asia Pacific Long Only Composite | 1.29 | 0.15 |
ARI Asia Pacific | -0.54 | -1.44 |
Asia Pacific Separately Mangaed Account | -2.40 | -3.08 |
Templeton Asia Pacific Eq | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Mid-Cap Value | 1 year gross return | 1 year net return |
---|---|---|
Donald Smith & Co. Lg-Cap Cncntrd Val Eq | 38.09 | 37.72 |
SouthernSun SMID Cap Composite | 27.17 | 26.29 |
HIS Horizon Enhanced BRI | 26.32 | 24.78 |
Inspire Select US Mid Cap | 24.16 | 24.16 |
River Road Mid Cap Value | 23.85 | 23.44 |
HIS Horizon Enh SRI Fossil Fuel Free | 24.90 | 23.37 |
Oliver Luxxe Assets SMID Cap Equity | 23.40 | 22.36 |
Miller Opportunity Equity | 22.10 | 20.91 |
Nuveen Multi Cap Value | 21.87 | 20.86 |
HIS Horizon Enhanced Christian Values | 22.40 | 20.84 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Mid-Cap Value | 5 year gross return | 5 year net return |
---|---|---|
Longfellow Merger Arb | 11.58 | 17.86 |
CMC DVD | 11.69 | 11.17 |
Donald Smith & Co. Lg-Cap Cncntrd Val Eq | 11.19 | 10.90 |
Sasco Capital, Contrarian | 11.21 | 10.83 |
Heartland Mid Cap Value | 11.59 | 10.75 |
HIS Horizon Enh Socially Responsible | 11.97 | 10.55 |
Sycamore Mid Cap Value Comp | 11.24 | 10.41 |
Thomas White Mid-Cap Value | 11.16 | 10.28 |
Kennedy All Cap Value | 10.94 | 10.18 |
Allspring Special US Mid Cap Value Eq | 11.04 | 10.14 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Target Date 2011-2015 | 1 year gross return | 1 year net return |
---|---|---|
Fidelity Freedom Index 2015 Cmgld Pool C | 5.75 | 5.62 |
Fidelity Freedom Blend 2015 Cmgld Pool I | 5.67 | 5.51 |
Fidelity Freedom Blend 2015 Cmgld Pool H | 5.66 | 5.37 |
Fidelity Freedom Blend 2015 Cmgld Pool C | 5.69 | 5.25 |
Capital Group 2015 Target Date Ret Comp | 5.33 | 4.96 |
Fidelity Freedom 2015 Cmgld Pool F | n/a | n/a |
Fidelity Freedom 2015 Cmgld Pool D | n/a | n/a |
Fidelity Freedom 2015 Cmgld Pool B | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Target Date 2011-2015 | 5 year gross return | 5 year net return |
---|---|---|
Capital Group 2015 Target Date Ret Comp | 5.21 | 4.84 |
Fidelity Freedom Blend 2015 Cmgld Pool I | 4.36 | 4.19 |
Fidelity Freedom Index 2015 Cmgld Pool C | 4.23 | 4.08 |
Fidelity Freedom Blend 2015 Cmgld Pool H | 4.36 | 4.08 |
Fidelity Freedom Blend 2015 Cmgld Pool C | 4.36 | 4.00 |
Fidelity Freedom 2015 Cmgld Pool F | n/a | n/a |
Fidelity Freedom 2015 Cmgld Pool D | n/a | n/a |
Fidelity Freedom 2015 Cmgld Pool B | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Small Growth | 1 year gross return | 1 year net return |
---|---|---|
Kayne Anderson Rudnick SC Quality Select | 71.06 | 69.02 |
Palisades AlphaQ Small Growth | 60.93 | 58.56 |
Oberweis Micro-Cap Growth | 37.63 | 36.34 |
Next Century Growth Small Cap | 35.62 | 34.57 |
NCG SMID Cap | 34.85 | 33.90 |
Pacific Income Small Cap Core | 33.28 | 31.99 |
First Trust Small Cap Core | 34.08 | 31.91 |
Oberweis Small-Cap Opp | 32.25 | 31.16 |
SmithAssetMgt–SmallCapFocusedGrowth | 30.23 | 29.23 |
Crabtree Small-Cap Growth | 28.68 | 28.68 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Small Growth | 5 year gross return | 5 year net return |
---|---|---|
Next Century Growth Micro Cap Growth | 22.59 | 21.71 |
Next Century Growth Small Cap | 18.68 | 17.61 |
NCG SMID Cap | 18.28 | 17.13 |
Palisades AlphaQ Small Growth | 17.49 | 16.40 |
Oberweis Small-Cap Opp | 17.10 | 16.10 |
Oberweis Micro-Cap Growth | 17.08 | 16.01 |
Granahan Small Cap Select | 16.53 | 15.38 |
First Trust Small Cap Core | 16.12 | 14.34 |
Congress Asset Mgt Small Cap Growth | 14.55 | 13.99 |
Granahan SMID Select | 15.05 | 13.92 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Target Date 2026-2030 | 1 year gross return | 1 year net return |
---|---|---|
Fidelity Freedom Blend 2030 Cmgld Pool I | 9.60 | 9.43 |
Voya Target Retirement 2030 Tr Comps CIT | 9.56 | 9.36 |
Voya Target Retirement 2030 Composite | 9.56 | 9.36 |
BNYM Nwtn SL SmartPath Trgt Dt 2030 Cl O | n/a | 9.27 |
Fidelity Freedom Blend 2030 Cmgld Pool H | 9.56 | 9.27 |
Fidelity Freedom Index 2030 Cmgld Pool C | 9.40 | 9.26 |
Capital Group 2030 Target Date Ret Comp | 9.63 | 9.24 |
Fidelity Freedom Blend 2030 Cmgld Pool C | 9.66 | 9.17 |
Inspire FuturePath 2030 | 7.61 | 4.96 |
Fidelity Freedom 2030 Cmgld Pool F | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Target Date 2026-2030 | 5 year gross return | 5 year net return |
---|---|---|
Capital Group 2030 Target Date Ret Comp | 6.74 | 6.35 |
Voya Target Retirement 2030 Tr Comps CIT | 6.24 | 6.04 |
Voya Target Retirement 2030 Composite | 6.24 | 6.04 |
Fidelity Freedom Blend 2030 Cmgld Pool I | 6.14 | 5.97 |
BNYM Nwtn SL SmartPath Trgt Dt 2030 Cl O | n/a | 5.87 |
Fidelity Freedom Blend 2030 Cmgld Pool H | 6.14 | 5.86 |
Fidelity Freedom Blend 2030 Cmgld Pool C | 6.14 | 5.76 |
Fidelity Freedom Index 2030 Cmgld Pool C | 5.90 | 5.76 |
Inspire FuturePath 2030 | n/a | n/a |
Fidelity Freedom 2030 Cmgld Pool F | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Large Blend | 1 year gross return | 1 year net return |
---|---|---|
MFI Global Sector | 13.66 | 209.34 |
Melius Islamic Values ESG | 38.07 | 36.97 |
Slow Capital Stock | 36.12 | 35.65 |
Stonebridge Cap - Lg Cap Growth Equity | 34.62 | 33.18 |
Value Line Multi Cap Global | 30.39 | 29.87 |
Tocqueville Multi Cap Eq (Tax-Exempt) | 29.75 | 28.85 |
Melius Traditional ESG | 29.01 | 27.98 |
DWS IME-All Cap Tax Advantaged | 27.42 | 27.36 |
Financial Trust American Leaders Index | 28.95 | 27.36 |
Eagle Capital - Equity | 28.24 | 27.32 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Large Blend | 5 year gross return | 5 year net return |
---|---|---|
MFI Global Sector | 6.66 | 29.25 |
Slow Capital Stock | 17.11 | 16.70 |
Suncoast Equity Dividend Growth | 17.01 | 16.57 |
Stonebridge Cap - Lg Cap Growth Equity | 15.75 | 14.82 |
DCP US Fundamental Stability & Value | 14.81 | 14.37 |
VanEck Morningstar Wide Moat | 14.61 | 14.09 |
GS US Equity ESG | 14.40 | 14.01 |
Bridgeway Blue Chip | 13.84 | 13.83 |
JPM US Analyst Large Cap Core-Composite | 14.39 | 13.82 |
Sawgrass Diversified LargeCap Grwth Eqty | 14.32 | 13.80 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Target Date 2000-2010 | 1 year gross return | 1 year net return |
---|---|---|
Fidelity Freedom Index 2010 Cmgld Pool C | 4.44 | 4.32 |
Capital Group 2010 Target Date Ret Comp | 4.60 | 4.23 |
Fidelity Freedom Blend 2010 Cmgld Pool I | 4.19 | 4.02 |
Fidelity Freedom Blend 2010 Cmgld Pool H | 4.26 | 3.98 |
Fidelity Freedom Blend 2010 Cmgld Pool C | 4.21 | 3.79 |
Fidelity Freedom Index 2005 Cmgld Pool C | 3.09 | 2.97 |
Fidelity Freedom Blend 2005 Cmgld Pool I | 2.69 | 2.52 |
Fidelity Freedom Blend 2005 Cmgld Pool H | 2.75 | 2.47 |
Fidelity Freedom Blend 2005 Cmgld Pool C | 2.71 | 2.30 |
Fidelity Freedom 2010 Cmgld Pool F | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Target Date 2000-2010 | 5 year gross return | 5 year net return |
---|---|---|
Capital Group 2010 Target Date Ret Comp | 4.92 | 4.54 |
Fidelity Freedom Blend 2010 Cmgld Pool I | 3.72 | 3.55 |
Fidelity Freedom Index 2010 Cmgld Pool C | 3.65 | 3.50 |
Fidelity Freedom Blend 2010 Cmgld Pool H | 3.73 | 3.45 |
Fidelity Freedom Blend 2010 Cmgld Pool C | 3.71 | 3.36 |
Fidelity Freedom Index 2005 Cmgld Pool C | 3.04 | 2.91 |
Fidelity Freedom Blend 2005 Cmgld Pool I | 3.07 | 2.90 |
Fidelity Freedom Blend 2005 Cmgld Pool H | 3.08 | 2.80 |
Fidelity Freedom Blend 2005 Cmgld Pool C | 3.07 | 2.71 |
Fidelity Freedom 2010 Cmgld Pool F | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Ultrashort Bond | 1 year gross return | 1 year net return |
---|---|---|
Federated Hermes Trade Finance | 9.26 | 8.33 |
BNP Paribas Mortgage Alpha | 7.74 | 7.50 |
Pioneer Multi-Asset Ultrashort Income | 5.77 | 5.50 |
RBC US Ultra Short Duration: Full Style | 5.38 | 5.17 |
Merganser Floating Rate Bond | 5.22 | 4.96 |
Calvert Ultra-Short Duration Bond | 5.15 | 4.88 |
Seix Ultra-Short | 4.87 | 4.61 |
PIMCO Short Term | 4.68 | 4.21 |
Western Asset US Enhanced Liquidity | 4.18 | 4.05 |
Fort Washington Ultra Short Duration | 4.09 | 3.98 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Ultrashort Bond | 5 year gross return | 5 year net return |
---|---|---|
Federated Hermes Trade Finance | 4.03 | 3.14 |
L&S Short-Duration Investment Grade | 2.45 | 2.19 |
Fort Washington Ultra Short Duration | 2.25 | 2.13 |
Pioneer Multi-Asset Ultrashort Income | 2.28 | 2.02 |
RBC US Ultra Short Duration: Full Style | 2.18 | 1.98 |
Federated Hermes Active Cash Broad | 2.11 | 1.98 |
Calvert Ultra-Short Duration Bond | 2.20 | 1.95 |
Weitz Short Duration Income | 2.39 | 1.89 |
Baird Ultra Short Bond | 2.04 | 1.89 |
Garcia Hamilton Cash | 1.92 | 1.86 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Multisector Bond | 1 year gross return | 1 year net return |
---|---|---|
MIAM Focused Fixed Income Value Strategy | 11.32 | 10.42 |
Mellon Opportunistic Fixed Income | 10.22 | 9.67 |
L&S High Yield | 9.14 | 8.31 |
Invesco Multi Sector Income | 8.43 | 7.76 |
Potomac Income Plus | 10.42 | 7.71 |
FIAM High Yield Core | 7.97 | 7.33 |
UBS Corporate Crossover SMA | 4.86 | 7.15 |
Aristotle Strategic Credit | 7.44 | 6.88 |
Main Management Yield Moderate - SMA | 6.48 | 6.29 |
Voya FI MF Model: Income | 6.11 | 6.11 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Multisector Bond | 5 year gross return | 5 year net return |
---|---|---|
Newport Investment - Flexible Bond | 8.01 | 7.48 |
Newport Investment - Flexible Bond | 8.01 | 7.48 |
Herzfeld Fixed Income Composite | 7.00 | 5.97 |
MIAM Focused Fixed Income Value Strategy | 6.40 | 5.55 |
Aristotle Strategic Credit | 3.75 | 3.60 |
Fort Washington Strategic Income | 3.82 | 3.44 |
L&S High Yield | 4.24 | 3.41 |
Calvert Flexible Bond | 3.51 | 3.10 |
BW Global Multi-Sector Income (fka GITR) | 3.36 | 2.80 |
PineBridge Dynamic Fixed Income Comp | 2.99 | 2.73 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Small Value | 1 year gross return | 1 year net return |
---|---|---|
Donald Smith & Co. Sm-Cap Val Eq | 49.48 | 48.75 |
MIAM Concentrated Equity Value Strategy | 48.54 | 47.38 |
Donald Smith & Co. Micro Cap Val Eq | 48.52 | 46.71 |
WPG Partners Select Small Cap Value | 33.56 | 33.00 |
Brandywine Small Mid Cap Val Eq | 26.94 | 25.82 |
U.S. Small/Mid Cap Quality & Value | 24.99 | 24.31 |
Lyons Fundamental Small Cap Value | 26.04 | 24.30 |
Snow Capital Mgt Small Cap Value Eq Mo | 24.10 | 23.24 |
Snow Capital Mgt Small Cap Value Eq | 24.10 | 23.24 |
Oliver Luxxe Small Cap Equity | 22.22 | 21.39 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Small Value | 5 year gross return | 5 year net return |
---|---|---|
Donald Smith & Co. Sm-Cap Val Eq | 18.69 | 18.08 |
Donald Smith & Co. Micro Cap Val Eq | 16.27 | 14.91 |
MIAM Concentrated Equity Value Strategy | 15.56 | 14.65 |
Lyons Fundamental Small Cap Value | 13.15 | 11.27 |
Bridgeway Small Cap Value | 11.14 | 10.57 |
Penn Capital Small Cap Value Equity | 9.84 | 9.37 |
Oliver Luxxe Small Cap Equity | 10.32 | 9.34 |
Brandes U.S. Small Cap Value Equity | 10.10 | 9.13 |
RS Small Cap Value Comp | 10.14 | 9.05 |
Royce Small-Cap Opportunistic Value | 10.01 | 8.78 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Large Blend | 1 year gross return | 1 year net return |
---|---|---|
MFI Global Sector | 13.66 | 209.34 |
Melius Islamic Values ESG | 38.07 | 36.97 |
Slow Capital Stock | 36.12 | 35.65 |
Stonebridge Cap - Lg Cap Growth Equity | 34.62 | 33.18 |
Value Line Multi Cap Global | 30.39 | 29.87 |
Tocqueville Multi Cap Eq (Tax-Exempt) | 29.75 | 28.85 |
Melius Traditional ESG | 29.01 | 27.98 |
DWS IME-All Cap Tax Advantaged | 27.42 | 27.36 |
Financial Trust American Leaders Index | 28.95 | 27.36 |
Eagle Capital - Equity | 28.24 | 27.32 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Large Blend | 5 year gross return | 5 year net return |
---|---|---|
MFI Global Sector | 6.66 | 29.25 |
Slow Capital Stock | 17.11 | 16.70 |
Suncoast Equity Dividend Growth | 17.01 | 16.57 |
Stonebridge Cap - Lg Cap Growth Equity | 15.75 | 14.82 |
DCP US Fundamental Stability & Value | 14.81 | 14.37 |
VanEck Morningstar Wide Moat | 14.61 | 14.09 |
GS US Equity ESG | 14.40 | 14.01 |
Bridgeway Blue Chip | 13.84 | 13.83 |
JPM US Analyst Large Cap Core-Composite | 14.39 | 13.82 |
Sawgrass Diversified LargeCap Grwth Eqty | 14.32 | 13.80 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Real Estate | 1 year gross return | 1 year net return |
---|---|---|
Baron Real Estate Strategy | 17.39 | 16.22 |
LaSalle Completion 1 Program Composite | 3.57 | 3.10 |
Adelante Core Plus Strategy Composite | 1.64 | 1.25 |
AEW U.S. Diversified REIT Strategy | 1.52 | 0.90 |
Ranger Global - Specialty/Completion RE | 1.17 | 0.37 |
GSI Capital Advisors Public Real Estate | 0.73 | 0.10 |
FIAM U.S. Real Estate Invest Tr | 0.53 | -0.16 |
Goldman Sachs US Real Estate Securities | 0.40 | -0.31 |
MFS U.S. REIT | 0.28 | -0.35 |
US REIT | 0.41 | -0.39 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Real Estate | 5 year gross return | 5 year net return |
---|---|---|
Baron Real Estate Strategy | 12.86 | 11.75 |
LaSalle Completion 1 Program Composite | 9.89 | 9.40 |
Baron Real Estate Income Strategy | 9.59 | 9.27 |
Adelante NewCORE Strategy | 9.09 | 8.32 |
Allspring Select Real Estate | 8.60 | 7.79 |
Cohen & Steers US Realty Total Ret Comp | 7.75 | 6.93 |
Cohen & Steers U.S. Realty Fund C-BE | n/a | 6.89 |
MFS U.S. REIT | 7.38 | 6.67 |
Cohen & Steers US Realty Focus Comp | 7.35 | 6.59 |
Hazelview Core U.S. Real Estate Strategy | 6.97 | 6.54 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Small Value | 1 year gross return | 1 year net return |
---|---|---|
Donald Smith & Co. Sm-Cap Val Eq | 49.48 | 48.75 |
MIAM Concentrated Equity Value Strategy | 48.54 | 47.38 |
Donald Smith & Co. Micro Cap Val Eq | 48.52 | 46.71 |
WPG Partners Select Small Cap Value | 33.56 | 33.00 |
Brandywine Small Mid Cap Val Eq | 26.94 | 25.82 |
U.S. Small/Mid Cap Quality & Value | 24.99 | 24.31 |
Lyons Fundamental Small Cap Value | 26.04 | 24.30 |
Snow Capital Mgt Small Cap Value Eq Mo | 24.10 | 23.24 |
Snow Capital Mgt Small Cap Value Eq | 24.10 | 23.24 |
Oliver Luxxe Small Cap Equity | 22.22 | 21.39 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Small Value | 5 year gross return | 5 year net return |
---|---|---|
Donald Smith & Co. Sm-Cap Val Eq | 18.69 | 18.08 |
Donald Smith & Co. Micro Cap Val Eq | 16.27 | 14.91 |
MIAM Concentrated Equity Value Strategy | 15.56 | 14.65 |
Lyons Fundamental Small Cap Value | 13.15 | 11.27 |
Bridgeway Small Cap Value | 11.14 | 10.57 |
Penn Capital Small Cap Value Equity | 9.84 | 9.37 |
Oliver Luxxe Small Cap Equity | 10.32 | 9.34 |
Brandes U.S. Small Cap Value Equity | 10.10 | 9.13 |
RS Small Cap Value Comp | 10.14 | 9.05 |
Royce Small-Cap Opportunistic Value | 10.01 | 8.78 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Natural Resources | 1 year gross return | 1 year net return |
---|---|---|
Inspire Select Clean Water | 30.50 | 30.50 |
KBIGI Water Strategy | 19.50 | 18.50 |
KBIGI Circular Economy | 18.78 | 17.78 |
Financial Trust Global Resources | 16.11 | 14.67 |
KBIGI Global Resource Solution | 15.61 | 14.64 |
Ninety One Global Natural Resources | 15.13 | 14.17 |
Jennison Global Natural Resources Equity | 13.54 | 12.69 |
Newton Global Natural Resources | 13.09 | 12.20 |
Ecofin Global Water Composite | 12.42 | 11.51 |
Cohen & Steers Gl Natural Resource Comp | 8.78 | 8.07 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Natural Resources | 5 year gross return | 5 year net return |
---|---|---|
Inspire Select Clean Water | 16.48 | 16.48 |
KBIGI Global Resource Solution | 13.81 | 12.86 |
Newton Global Natural Resources | 13.45 | 12.55 |
Ecofin Global Water Composite | 11.41 | 10.56 |
Ninety One Global Natural Resources | 11.11 | 10.28 |
Cohen & Steers Gl Natural Resource Comp | 9.71 | 8.99 |
Financial Trust Global Resources | 10.18 | 8.82 |
KBIGI Water Strategy | 9.65 | 8.71 |
NB Diversified Real Assets | 8.79 | 8.41 |
Jennison Global Natural Resources Equity | 8.48 | 7.67 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Long-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
PIMCO Long Term Bond - Long Credit | 2.18 | 1.95 |
Barings U.S. Invest. Grade Corp. Credit | 1.87 | 1.61 |
Loomis Sayles Long Credit Discp Alpha | 1.68 | 1.42 |
NISA Long Credit | 1.35 | 1.12 |
Capital Group Long Duration Credit DB Fd | 1.12 | 0.93 |
Parametric LDI U.S. Long Credit | 1.10 | 0.92 |
Barrow Hanley Long Credit Fixed Income | 1.28 | 0.90 |
Wellington Long Credit | 1.21 | 0.89 |
PIMCO Long Term Bond Full Authority | 1.05 | 0.82 |
Conning Long Duration Credit | 0.91 | 0.72 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Long-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
AXA IM FIIS US Corp Intermediate Bonds | 2.09 | 3.36 |
Camden Long Duration (US Corporate) Comp | 3.06 | 2.61 |
Dorsey Wright Tactical Fixed Income | 3.53 | 2.57 |
TCW Long Duration Credit | 2.39 | 2.22 |
Capital Group Long Duration Credit DB Fd | 2.41 | 2.22 |
PIMCO Long Term Bond - Long Credit | 2.43 | 2.19 |
Reams Long Duration Fixed Income | 2.31 | 2.16 |
Loomis Sayles Long Credit Discp Alpha | 2.30 | 2.07 |
Camden Long Duration (Govt/Credit) Comp | 2.65 | 2.03 |
Wellington Long Credit | 2.34 | 2.03 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Foreign Small/Mid Value | 1 year gross return | 1 year net return |
---|---|---|
Brandes International Small Cap Eq | 34.52 | 33.35 |
Pzena Intl Small Cap Focused Value | 26.75 | 25.52 |
Brandes International Sm-Mid Cap Equity | 24.79 | 23.65 |
Causeway International Small Cap | 22.46 | 21.63 |
ARGA International Small-Cap Strategy | 21.17 | 19.98 |
Silvercrest Int’l Small Cap Value | 19.97 | 18.79 |
GlobeFlex International Micro Cap Cmpst | 17.58 | 16.54 |
LSV Asset Mgt Intl Sm-Cap Val Eq | 16.50 | 15.35 |
Segall Bryant International Small Cap | 13.91 | 13.06 |
Fundametrics International Small Cap | 13.00 | 13.00 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Foreign Small/Mid Value | 5 year gross return | 5 year net return |
---|---|---|
Kopernik Global All-Cap | 10.58 | 9.86 |
Brandes International Small Cap Eq | 6.06 | 5.12 |
Causeway International Small Cap | 5.75 | 5.02 |
ARGA International Small-Cap Strategy | 5.42 | 4.31 |
Pzena Intl Small Cap Focused Value | 4.75 | 3.71 |
GlobeFlex International Micro Cap Cmpst | 4.53 | 3.60 |
Metis Global Micro Cap Equity | 4.56 | 3.48 |
Brandes International Sm-Mid Cap Equity | 2.84 | 1.95 |
LSV Asset Mgt Intl Sm-Cap Val Eq | 2.70 | 1.69 |
Runde Int'l Small-Cap Value | 1.24 | 0.82 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Target Date 2016-2020 | 1 year gross return | 1 year net return |
---|---|---|
Fidelity Freedom Index 2020 Cmgld Pool C | 7.08 | 6.96 |
Fidelity Freedom Blend 2020 Cmgld Pool I | 7.09 | 6.92 |
Fidelity Freedom Blend 2020 Cmgld Pool H | 7.13 | 6.84 |
Fidelity Freedom Blend 2020 Cmgld Pool C | 7.18 | 6.72 |
BNYM Nwtn SL SmartPath Trgt Dt 2020 Cl O | n/a | 6.48 |
Capital Group 2020 Target Date Ret Comp | 6.09 | 5.71 |
Fidelity Freedom 2020 Cmgld Pool D | n/a | n/a |
Fidelity Freedom 2020 Cmgld Pool F | n/a | n/a |
Fidelity Freedom 2020 Cmgld Pool B | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Target Date 2016-2020 | 5 year gross return | 5 year net return |
---|---|---|
Capital Group 2020 Target Date Ret Comp | 5.43 | 5.06 |
BNYM Nwtn SL SmartPath Trgt Dt 2020 Cl O | n/a | 4.82 |
Fidelity Freedom Blend 2020 Cmgld Pool I | 4.92 | 4.75 |
Fidelity Freedom Blend 2020 Cmgld Pool H | 4.92 | 4.64 |
Fidelity Freedom Index 2020 Cmgld Pool C | 4.76 | 4.61 |
Fidelity Freedom Blend 2020 Cmgld Pool C | 4.92 | 4.55 |
Fidelity Freedom 2020 Cmgld Pool D | n/a | n/a |
Fidelity Freedom 2020 Cmgld Pool F | n/a | n/a |
Fidelity Freedom 2020 Cmgld Pool B | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Pacific/Asia ex-Japan Stk | 1 year gross return | 1 year net return |
---|---|---|
Brandes Asia Pacific ex-Japan Equity | 9.53 | 8.49 |
Morgan Stanley Asia Equity | 6.73 | 6.45 |
Morgan Stanley Asia Pacific Equity | 5.47 | 4.95 |
RBC Asia Pacific ex Japan Equity | 1.79 | 1.79 |
MFS Asia Pacific ex Japan | 1.65 | 1.13 |
Lazard Emg Markets Eq Blend Asia ADR | 0.42 | -0.15 |
RBC Asia ex Japan Equity | 0.73 | -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 Stk | 5 year gross return | 5 year net return |
---|---|---|
Baillie Gifford Asia ex Japan | 8.07 | 7.33 |
RBC Asia Pacific ex Japan Equity | 2.65 | 3.06 |
T. Rowe Price Asia Opportunities Eq Comp | 3.50 | 2.78 |
T. Rowe Price Asia ex-Japan Equity | 2.60 | 1.88 |
MFS Asia Pacific ex Japan | 2.24 | 1.60 |
Morgan Stanley Asia Equity | 1.50 | 1.23 |
AllianzGI Total Return Asia Equity | 3.23 | 1.18 |
RBC Asia ex Japan Equity | 1.76 | 0.80 |
Morgan Stanley Asia Pacific Equity | 1.30 | 0.73 |
Pictet Asian Equity Ex Japan | 1.13 | 0.47 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Large Value | 1 year gross return | 1 year net return |
---|---|---|
Royce Concentrated Value SMA | 34.77 | 30.83 |
Oakmark Large Value | 28.22 | 27.34 |
Hotchkis & Wiley - Value Opps (SMA) | 25.74 | 25.10 |
Hotchkis & Wiley - Value Opps (MP) | 25.78 | 24.85 |
Inspire Select US Large Cap | 23.50 | 23.50 |
Capital Group Dividend Value Composite | 23.80 | 23.39 |
Artisan Value Equity Composite | 23.54 | 22.71 |
Thomas White Large Value Equities | 22.99 | 22.56 |
Eldred Rock U.S. Value | 22.70 | 22.29 |
ARGA US Equity Strategy | 22.02 | 21.30 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Large Value | 5 year gross return | 5 year net return |
---|---|---|
Polaris Concentrated Value | 15.49 | 14.35 |
Thomas White Large Value Equities | 13.30 | 12.94 |
Cornerstone Value 50 | 12.85 | 12.63 |
Putnam US Large Cap Value Concentrated | 12.96 | 12.53 |
Unbiased Equity | 12.70 | 12.07 |
Liberty One Tactical Growth Solution | 12.78 | 12.06 |
Hillman Advantage Value Equity SMA | 13.18 | 12.04 |
Cornerstone Concentrated 30 | 12.37 | 12.01 |
Inspire Select US Large Cap | 12.00 | 12.00 |
Seizert Capital Partners Large Cap Value | 12.61 | 11.99 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
World Allocation | 1 year gross return | 1 year net return |
---|---|---|
Altan Global Equity Strategy | 16.01 | 15.52 |
Altan International Equity Strategy | 15.50 | 14.97 |
First Eagle Global Value Equity | 14.73 | 13.87 |
Julex Dynamic Developed Markets Comp | 14.29 | 13.72 |
CAG International | 14.89 | 13.65 |
Windham Aggressive Portfolio | 14.17 | 13.62 |
Brandes Global Balanced | 13.98 | 13.50 |
Windham Aggressive Portfolio (Tax Mg) | 12.84 | 12.38 |
Thornburg Investment Income Builder Sep | 13.15 | 12.37 |
Stairway Tax-Managed Dynam Alloc-Growth | 13.05 | 12.20 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
World Allocation | 5 year gross return | 5 year net return |
---|---|---|
Robinson WON World Equity | 9.71 | 9.04 |
Calamos Global Opportunities Composite | 8.56 | 7.90 |
First Eagle Global Value Equity | 7.71 | 6.90 |
Thornburg Investment Income Builder Sep | 7.58 | 6.84 |
Windham Aggressive Portfolio (Tax Mg) | 5.77 | 5.35 |
Stairway Tax-Managed Dynam Alloc-Growth | 6.09 | 5.30 |
DMAP Moderate Relative Return USD-H | 6.00 | 5.23 |
CSP Global Multi Asset Composite | 5.88 | 4.95 |
Stairway Dynamic Allocation - Growth | 5.69 | 4.91 |
Windham Aggressive Portfolio | 5.44 | 4.91 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Long Government | 1 year gross return | 1 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 Government | 5 year gross return | 5 year net return |
---|---|---|
PIMCO Long Bond Extended Duration | 1.66 | 1.37 |
Donoghue Forlines Treasury | 2.14 | 1.35 |
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 SMA | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Europe Stock | 1 year gross return | 1 year net return |
---|---|---|
Pzena European Focused Value | 30.99 | 30.16 |
ARGA European Equity Strategy | 29.01 | 28.00 |
Fisher European Equity | 28.57 | 27.82 |
Walter Scott European Composite | 24.81 | 23.88 |
T. Rowe Price Europe Equity | 24.20 | 23.61 |
Brandes European Equity | 25.65 | 23.37 |
NS Partners European Equity | 23.05 | 22.32 |
PGI European Equity | 22.85 | 22.24 |
BNP Paribas Europe High Conviction Eqty | 22.46 | 21.88 |
Newton Euroland Small Cap Equity | 22.98 | 21.84 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Europe Stock | 5 year gross return | 5 year net return |
---|---|---|
NS Partners European Equity | 9.27 | 8.62 |
Vontobel Quality Growth European Equity | 7.43 | 7.11 |
Fisher European Equity | 7.83 | 7.06 |
Wellington Strategic European Equity | 7.75 | 6.96 |
Intech European Large Cap Core | 7.31 | 6.73 |
T. Rowe Price Europe ex-UK Equity | 7.02 | 6.48 |
T. Rowe Price Europe Equity | 6.46 | 5.94 |
Walter Scott European Composite | 6.70 | 5.91 |
PGI European Equity | 5.97 | 5.48 |
Brandes European Equity | 6.16 | 5.16 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Japan Stock | 1 year gross return | 1 year net return |
---|---|---|
DS_ Japan Equity SmallCap Absolute Value | 27.35 | 26.47 |
Lazard Japanese Strategic Equity | 25.25 | 24.54 |
DS_ Japan Equity Fundamental Active | 23.51 | 22.80 |
Dalton Japan Long Only Composite | 23.94 | 22.76 |
Eastspring Japan Focused Value Strategy | 23.55 | 22.62 |
FIAM Japan Growth | 23.10 | 22.35 |
Lazard Japanese Equity | 22.11 | 21.99 |
DS_ Japan Equity High Conviction Value | 22.40 | 21.69 |
DS_ Japan Equity Value Plus Alpha | 22.22 | 21.53 |
Eastspring Japan Value Strategy | 20.96 | 20.05 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Japan Stock | 5 year gross return | 5 year net return |
---|---|---|
DS_ Japan Equity Value Plus Alpha | 7.75 | 7.11 |
FIAM Japan Growth | 7.89 | 7.07 |
Lazard Japanese Strategic Equity | 6.98 | 6.64 |
Lazard Japanese Equity | 6.61 | 6.37 |
DS_ Japan Equity High Conviction Value | 6.41 | 5.78 |
Eastspring Japan Focused Value Strategy | 6.53 | 5.76 |
DS_ Japan Equity Fundamental Active | 5.90 | 5.27 |
RBC Japan Equity | 5.98 | 4.98 |
Eastspring Japan Value Strategy | 4.93 | 4.19 |
Marathon Japan Equity Composite | 3.07 | 2.46 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Foreign Small/Mid Growth | 1 year gross return | 1 year net return |
---|---|---|
Acuitas International Small Cap | 21.20 | 20.02 |
Baillie Gifford Intl Smaller Companies | 19.36 | 18.46 |
Brown Capital Intl Small Company | 19.34 | 18.18 |
William Blair Intl Small Cap Growth | 17.67 | 16.50 |
Federated Hermes Non-U.S. Small /Mid Cap | 16.18 | 15.31 |
Artisan Non-U.S. Small-Mid Growth Comp | 15.71 | 14.56 |
Harding Loevner Intl Small Co | 15.54 | 14.44 |
SGA International Small-Mid Cap Equity | 15.25 | 14.44 |
Calvert International Small/Mid-Cap | 14.88 | 13.86 |
Fisher All Foreign Equity Small Cap | 14.00 | 13.56 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Foreign Small/Mid Growth | 5 year gross return | 5 year net return |
---|---|---|
Brown Capital Intl Small Company | 7.95 | 6.99 |
WCM International Small Cap Growth | 7.65 | 6.58 |
Federated Hermes Non-U.S. Small /Mid Cap | 6.74 | 5.87 |
abrdn International Equity Small Cap | 4.74 | 3.95 |
Acuitas International Small Cap | 4.84 | 3.82 |
Redwood International Small Cap | 4.47 | 3.60 |
Harding Loevner Intl Small Co | 4.59 | 3.50 |
Schroders Global Smaller Companies | 4.20 | 3.23 |
FIAM Concentrated Intl Small Cap | 4.11 | 3.20 |
GA International Small Cap Composite | 4.03 | 3.15 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Leveraged Net Long | 1 year gross return | 1 year net return |
---|---|---|
UBS: US Equity Opportunity Unconstrained | 25.07 | 24.92 |
JPM US Large Cap Core 130/30-Composite | 25.65 | 24.77 |
AQR Capital US Relaxed Constraint 40 | 24.13 | 23.46 |
Martingale 130/30 LargeCap Core 500 | 21.93 | 21.13 |
Lazard Global 130/30 | 17.65 | 16.65 |
3EDGE Global Equity | 14.80 | 13.90 |
Martingale Low Volatility Lg/Shrt LgCp+ | 10.05 | 9.51 |
Glenmede Quant US Large Cap 130/30 | 7.73 | 6.67 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Leveraged Net Long | 5 year gross return | 5 year net return |
---|---|---|
JPM US Large Cap Core 130/30-Composite | 14.21 | 13.41 |
UBS: US Equity Opportunity Unconstrained | 11.90 | 11.76 |
AQR Capital US Relaxed Constraint 40 | 11.96 | 11.34 |
Lazard Global 130/30 | 11.07 | 10.13 |
Martingale 130/30 LargeCap Core 500 | 10.73 | 10.01 |
Martingale Low Volatility Lg/Shrt LgCp+ | 8.92 | 8.24 |
Glenmede Quant US Large Cap 130/30 | 7.60 | 6.64 |
3EDGE Global Equity | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
High Yield Bond | 1 year gross return | 1 year net return |
---|---|---|
Oaktree European High Yield Bonds | 13.87 | 13.31 |
Pacific Income High Yield SMA | 12.31 | 11.77 |
Voya High Yield (SD) | 10.25 | 11.60 |
Franklin Gbl High Yield Corp Bond Comp | 11.81 | 11.20 |
Brandywine Global High Yield | 11.43 | 10.72 |
Oaktree Global High Yield | 11.03 | 10.48 |
Voya US Short Duration High Income | 10.76 | 10.33 |
Seix Full Market High Yield | 10.98 | 10.32 |
Payden & Rygel High Yield | 10.70 | 10.30 |
Nomura NCRAM HY Total Return Inst | 10.64 | 10.13 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
High Yield Bond | 5 year gross return | 5 year net return |
---|---|---|
Brandywine Global High Yield | 6.33 | 5.75 |
Mesirow High Yield | 5.40 | 4.97 |
Barrow Hanley High Yield Fixed Income | 5.16 | 4.66 |
Artisan High Income | 5.37 | 4.66 |
L&S Short-Duration High Yield | 5.38 | 4.58 |
Payden & Rygel High Yield | 5.16 | 4.41 |
PGIM US Shrt-Dur Higher Quality Hi-Yld | 4.63 | 4.16 |
Pacific Income High Yield SMA | 4.59 | 4.08 |
Voya US Short Duration High Income | 4.47 | 4.08 |
MacKay Shields High Yld | 4.59 | 4.07 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Short Government | 1 year gross return | 1 year net return |
---|---|---|
GS Gov/Corporate FI (Short Duration) | 2.30 | 2.14 |
Mellon Glb Govt-Short Dur | 1.90 | 1.69 |
CS McKee Short Government | 1.12 | 0.87 |
Genter Capital Short-Term US Government | 0.70 | 0.36 |
AB US Low Duration | 0.50 | 0.32 |
M.D. Sass 2-Year FI | 0.57 | 0.29 |
Intermediate Government Fixed Income | 0.38 | 0.18 |
BlackRock 1-3 Yr Govt Bond Idx Composite | 0.22 | 0.18 |
Pacific Income Short Term | 0.37 | 0.06 |
Sit Inv Short Duration | 0.32 | -0.08 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Short Government | 5 year gross return | 5 year net return |
---|---|---|
M.D. Sass 3-Year FI | 1.04 | 3.51 |
Sit Inv Short Duration | 1.67 | 1.27 |
CS McKee Short Government | 1.50 | 1.26 |
GS Gov/Corporate FI (Short Duration) | 1.44 | 1.25 |
Mellon Glb Govt-Short Dur | 1.44 | 1.24 |
BlackRock 1-3 Yr Govt Bond Idx Composite | 1.06 | 1.01 |
Intermediate Government Fixed Income | 1.18 | 0.98 |
Pacific Income Short Term | 1.18 | 0.88 |
Genter Capital Short-Term US Government | 1.23 | 0.87 |
INCORE Short Government Comp | 1.20 | 0.85 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Latin America Stock | 1 year gross return | 1 year net return |
---|---|---|
T. Rowe Price Latin America Equity | 37.36 | 36.22 |
Financial Trust Latin Value Momentum | 31.49 | 29.87 |
Morgan Stanley Latin America Equity | 19.78 | 18.34 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Latin America Stock | 5 year gross return | 5 year net return |
---|---|---|
T. Rowe Price Latin America Equity | 6.32 | 5.42 |
Morgan Stanley Latin America Equity | 5.91 | 5.36 |
Financial Trust Latin Value Momentum | 1.55 | 0.30 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Stable Value | 1 year gross return | 1 year net return |
---|---|---|
Putnam Stable Value Composite | 3.09 | 2.85 |
NISA Stable Value | 2.81 | 2.44 |
T. Rowe Price Stable Value | 2.62 | 2.39 |
Galliard Stable Value Composite | 2.45 | 2.25 |
Invesco Stable Value | 2.46 | 2.25 |
PIMCO Stable Value | 2.47 | 2.21 |
Mellon Stable Value | 2.09 | 1.98 |
Dodge & Cox Intermediate Stable Value FI | 1.30 | 0.98 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Stable Value | 5 year gross return | 5 year net return |
---|---|---|
Putnam Stable Value Composite | 2.68 | 2.43 |
NISA Stable Value | 2.71 | 2.33 |
PIMCO Stable Value | 2.54 | 2.29 |
T. Rowe Price Stable Value | 2.36 | 2.13 |
Invesco Stable Value | 2.27 | 2.06 |
Galliard Stable Value Composite | 2.31 | 2.04 |
Mellon Stable Value | 2.12 | 2.01 |
Dodge & Cox Intermediate Stable Value FI | 1.51 | 1.20 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Multisector Bond | 1 year gross return | 1 year net return |
---|---|---|
MIAM Focused Fixed Income Value Strategy | 11.32 | 10.42 |
Mellon Opportunistic Fixed Income | 10.22 | 9.67 |
L&S High Yield | 9.14 | 8.31 |
Invesco Multi Sector Income | 8.43 | 7.76 |
Potomac Income Plus | 10.42 | 7.71 |
FIAM High Yield Core | 7.97 | 7.33 |
UBS Corporate Crossover SMA | 4.86 | 7.15 |
Aristotle Strategic Credit | 7.44 | 6.88 |
Main Management Yield Moderate - SMA | 6.48 | 6.29 |
Voya FI MF Model: Income | 6.11 | 6.11 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Multisector Bond | 5 year gross return | 5 year net return |
---|---|---|
Newport Investment - Flexible Bond | 8.01 | 7.48 |
Newport Investment - Flexible Bond | 8.01 | 7.48 |
Herzfeld Fixed Income Composite | 7.00 | 5.97 |
MIAM Focused Fixed Income Value Strategy | 6.40 | 5.55 |
Aristotle Strategic Credit | 3.75 | 3.60 |
Fort Washington Strategic Income | 3.82 | 3.44 |
L&S High Yield | 4.24 | 3.41 |
Calvert Flexible Bond | 3.51 | 3.10 |
BW Global Multi-Sector Income (fka GITR) | 3.36 | 2.80 |
PineBridge Dynamic Fixed Income Comp | 2.99 | 2.73 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Large Value | 1 year gross return | 1 year net return |
---|---|---|
Royce Concentrated Value SMA | 34.77 | 30.83 |
Oakmark Large Value | 28.22 | 27.34 |
Hotchkis & Wiley - Value Opps (SMA) | 25.74 | 25.10 |
Hotchkis & Wiley - Value Opps (MP) | 25.78 | 24.85 |
Inspire Select US Large Cap | 23.50 | 23.50 |
Capital Group Dividend Value Composite | 23.80 | 23.39 |
Artisan Value Equity Composite | 23.54 | 22.71 |
Thomas White Large Value Equities | 22.99 | 22.56 |
Eldred Rock U.S. Value | 22.70 | 22.29 |
ARGA US Equity Strategy | 22.02 | 21.30 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Large Value | 5 year gross return | 5 year net return |
---|---|---|
Polaris Concentrated Value | 15.49 | 14.35 |
Thomas White Large Value Equities | 13.30 | 12.94 |
Cornerstone Value 50 | 12.85 | 12.63 |
Putnam US Large Cap Value Concentrated | 12.96 | 12.53 |
Unbiased Equity | 12.70 | 12.07 |
Liberty One Tactical Growth Solution | 12.78 | 12.06 |
Hillman Advantage Value Equity SMA | 13.18 | 12.04 |
Cornerstone Concentrated 30 | 12.37 | 12.01 |
Inspire Select US Large Cap | 12.00 | 12.00 |
Seizert Capital Partners Large Cap Value | 12.61 | 11.99 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Mid-Cap Growth | 1 year gross return | 1 year net return |
---|---|---|
Disciplined Growth - Mid Cap Growth | 43.59 | 42.90 |
BFM High Quality Mid Cap strategy | 37.61 | 36.72 |
Sandhill Concentrated Equity Alpha | 33.08 | 32.01 |
Frontier Focus | 32.08 | 30.84 |
Sandhill Concentrated Equity Alpha Wrap | 32.94 | 30.80 |
Neuberger Berman Disrupters Portfolio | 31.43 | 30.58 |
Innovative Portfolios IntelliBuilD | 31.60 | 30.06 |
Sapphire Star Capital Mid Cap Growth | 28.92 | 28.06 |
Brown Capital Mid Company | 27.23 | 26.57 |
INTERNET ADVANTAGE - EQUITY BEST PICKS | 28.05 | 25.82 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Mid-Cap Growth | 5 year gross return | 5 year net return |
---|---|---|
Baron Focused Growth Strategy | 24.13 | 22.89 |
Night Owl Equity | 16.67 | 15.28 |
Baron Small to Mid Cap Growth Strategy | 16.08 | 15.17 |
SFE Pathways™ (SRI) All-Cap Composite | 15.56 | 15.00 |
Congress SMID Growth | 15.37 | 14.96 |
Fisher Small and Mid Cap Core | 14.76 | 14.25 |
Principal Small Cap Growth Equity | 14.64 | 13.70 |
Renaissance Midcap Growth | 13.66 | 13.55 |
Kayne Anderson Rudnick Small Cap Core | 14.22 | 13.21 |
Hood River Small/Mid-Cap Growth | 13.70 | 12.74 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Target Date 2036-2040 | 1 year gross return | 1 year net return |
---|---|---|
Fidelity Freedom Blend 2040 Cmgld Pool I | 14.61 | 14.43 |
Fidelity Freedom Blend 2040 Cmgld Pool H | 14.59 | 14.28 |
Fidelity Freedom Blend 2040 Cmgld Pool C | 14.73 | 14.19 |
Capital Group 2040 Target Date Ret Comp | 14.59 | 14.18 |
Fidelity Freedom Index 2040 Cmgld Pool C | 14.08 | 13.94 |
Voya Target Retirement 2040 Tr Comps CIT | 13.35 | 13.13 |
Voya Target Retirement 2040 Composite | 13.35 | 13.13 |
BNYM Nwtn SL SmartPath Trgt Dt 2040 Cl O | n/a | 12.66 |
Inspire FuturePath 2040 | 11.50 | 9.66 |
Fidelity Freedom 2040 Cmgld Pool F | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Target Date 2036-2040 | 5 year gross return | 5 year net return |
---|---|---|
Capital Group 2040 Target Date Ret Comp | 8.29 | 7.90 |
Fidelity Freedom Blend 2040 Cmgld Pool I | 7.98 | 7.80 |
Fidelity Freedom Blend 2040 Cmgld Pool H | 7.97 | 7.68 |
Voya Target Retirement 2040 Composite | 7.86 | 7.66 |
Voya Target Retirement 2040 Tr Comps CIT | 7.86 | 7.66 |
Fidelity Freedom Blend 2040 Cmgld Pool C | 7.98 | 7.59 |
Fidelity Freedom Index 2040 Cmgld Pool C | 7.67 | 7.53 |
BNYM Nwtn SL SmartPath Trgt Dt 2040 Cl O | n/a | 7.10 |
Inspire FuturePath 2040 | n/a | n/a |
Fidelity Freedom 2040 Cmgld Pool F | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Target Date 2021-2025 | 1 year gross return | 1 year net return |
---|---|---|
Fidelity Freedom Blend 2025 Cmgld Pool I | 8.29 | 8.12 |
Fidelity Freedom Index 2025 Cmgld Pool C | 8.22 | 8.09 |
Fidelity Freedom Blend 2025 Cmgld Pool H | 8.29 | 8.00 |
Fidelity Freedom Blend 2025 Cmgld Pool C | 8.34 | 7.87 |
Voya Target Retirement 2025 TR Comps CIT | 7.88 | 7.68 |
Voya Target Retirement 2025 Composite | 7.88 | 7.68 |
BNYM Nwtn SL SmartPath Trgt Dt 2025 Cl O | n/a | 7.58 |
Capital Group 2025 Target Date Ret Comp | 7.49 | 7.11 |
Inspire FuturePath 2025 | 6.91 | 4.74 |
Fidelity Freedom 2025 Cmgld Pool F | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Target Date 2021-2025 | 5 year gross return | 5 year net return |
---|---|---|
Capital Group 2025 Target Date Ret Comp | 6.07 | 5.69 |
BNYM Nwtn SL SmartPath Trgt Dt 2025 Cl O | n/a | 5.38 |
Fidelity Freedom Blend 2025 Cmgld Pool I | 5.45 | 5.28 |
Voya Target Retirement 2025 TR Comps CIT | 5.37 | 5.17 |
Voya Target Retirement 2025 Composite | 5.37 | 5.17 |
Fidelity Freedom Blend 2025 Cmgld Pool H | 5.45 | 5.16 |
Fidelity Freedom Index 2025 Cmgld Pool C | 5.25 | 5.10 |
Fidelity Freedom Blend 2025 Cmgld Pool C | 5.44 | 5.07 |
Inspire FuturePath 2025 | n/a | n/a |
Fidelity Freedom 2025 Cmgld Pool F | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Ultrashort Bond | 1 year gross return | 1 year net return |
---|---|---|
Federated Hermes Trade Finance | 9.26 | 8.33 |
BNP Paribas Mortgage Alpha | 7.74 | 7.50 |
Pioneer Multi-Asset Ultrashort Income | 5.77 | 5.50 |
RBC US Ultra Short Duration: Full Style | 5.38 | 5.17 |
Merganser Floating Rate Bond | 5.22 | 4.96 |
Calvert Ultra-Short Duration Bond | 5.15 | 4.88 |
Seix Ultra-Short | 4.87 | 4.61 |
PIMCO Short Term | 4.68 | 4.21 |
Western Asset US Enhanced Liquidity | 4.18 | 4.05 |
Fort Washington Ultra Short Duration | 4.09 | 3.98 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Ultrashort Bond | 5 year gross return | 5 year net return |
---|---|---|
Federated Hermes Trade Finance | 4.03 | 3.14 |
L&S Short-Duration Investment Grade | 2.45 | 2.19 |
Fort Washington Ultra Short Duration | 2.25 | 2.13 |
Pioneer Multi-Asset Ultrashort Income | 2.28 | 2.02 |
RBC US Ultra Short Duration: Full Style | 2.18 | 1.98 |
Federated Hermes Active Cash Broad | 2.11 | 1.98 |
Calvert Ultra-Short Duration Bond | 2.20 | 1.95 |
Weitz Short Duration Income | 2.39 | 1.89 |
Baird Ultra Short Bond | 2.04 | 1.89 |
Garcia Hamilton Cash | 1.92 | 1.86 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Emerging Markets Bond | 1 year gross return | 1 year net return |
---|---|---|
Stone Harbor EMD Total Return | 25.59 | 24.34 |
Brandywine Global Emerging Markets Debt | 20.61 | 19.90 |
BNP Global Emg Bonds (Best Selection) | 18.36 | 17.83 |
BlackRock Local Ccy Em Mkts Dbt Cmpst | 17.12 | 16.04 |
VanEck Emerging Markets Bond | 16.56 | 15.82 |
Global Evolution EM Local Debt | 15.67 | 15.37 |
Eaton Vance EM Debt Opportunities | 15.53 | 14.79 |
Mellon EMD - Opportunistic | 14.86 | 14.29 |
Morgan Stanley Emg Mkts Domestic Debt | 14.93 | 13.57 |
MacKay EMD Local Currency Comp | 14.07 | 13.51 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Emerging Markets Bond | 5 year gross return | 5 year net return |
---|---|---|
Eaton Vance EM Debt Opportunities | 5.70 | 5.04 |
BlueBay EM Aggregate Unconstrained (USD) | 5.27 | 4.27 |
Lazard EM Debt - Corporate Broad | 4.64 | 4.05 |
Global Evolution Frontier Markets | 4.80 | 3.64 |
VanEck Emerging Markets Bond | 4.07 | 3.44 |
Stone Harbor EM Corporate Debt | 3.70 | 3.08 |
Finisterre EMTR Composite | 3.77 | 2.96 |
PineBridge Asian USD Investment Grd Bd | 3.22 | 2.94 |
MIM Emerging Markets Debt Corporate | 3.34 | 2.77 |
Blackrock Emerging Mkts Debt Corp Bond | 2.99 | 2.70 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
World Bond | 1 year gross return | 1 year net return |
---|---|---|
Oaktree European Senior Loans | 11.57 | 11.02 |
Wellington Opportunistic Fixed Income | 11.24 | 10.62 |
Invesco International Bond | 10.60 | 10.01 |
BlueBay US Fixed Income-High Yield(USD) | 9.25 | 8.36 |
Brandywine Global Unconstrained F/I | 7.84 | 7.10 |
Global Fixed Income ex-Japan | 5.08 | 4.75 |
MFS Global Aggregate Opportunistic FI | 4.17 | 3.63 |
Newton Global Dynamic Bond USD | 3.83 | 3.47 |
PGIM Fixed Income Global Total Return | 2.98 | 2.62 |
Allspring Global Investment Grade Credit | 2.58 | 2.22 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
World Bond | 5 year gross return | 5 year net return |
---|---|---|
BlueBay US Fixed Income-High Yield(USD) | 5.04 | 4.46 |
Wellington Opportunistic Fixed Income | 3.60 | 3.03 |
Oaktree European Senior Loans | 3.24 | 2.73 |
Wellington Global Bond Unhedged (AUD) | 2.34 | 1.99 |
MFS Global Aggregate Opportunistic FI | 2.46 | 1.99 |
Newton Global Dynamic Bond USD | 2.09 | 1.74 |
Brandywine Global Unconstrained F/I | 2.26 | 1.54 |
Pictet Absolute Return Fixed Inc | 1.57 | 1.27 |
UBS: Global Aggregate Bond | 1.34 | 1.08 |
Western Asset Global Aggregate | 1.24 | 0.84 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Foreign Large Growth | 1 year gross return | 1 year net return |
---|---|---|
Jennison Focused Global Equity Oppts | 38.74 | 35.31 |
Fidelity Advisor Intl Cap App SMA (FIAM) | 27.94 | 27.53 |
Brown Advisory Sustainable Intl Leaders | 26.00 | 25.58 |
Fisher Foreign Equity | 25.36 | 24.64 |
Morgan Stanley International Advantage | 25.77 | 24.63 |
Morgan Stanley International Opportunity | 25.80 | 24.55 |
Brown Advisory Sustain Intl Leaders ADR | 25.27 | 24.46 |
Wellington Slct Intl Fundamental Growth | 25.33 | 24.41 |
FIAM International Cap App CIT Cl D | n/a | 24.38 |
MFS International Concentrated Equity | 23.31 | 22.67 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Foreign Large Growth | 5 year gross return | 5 year net return |
---|---|---|
Jennison Focused Global Equity Oppts | 18.00 | 15.51 |
Marietta International Equity Strategy | 11.37 | 10.69 |
Wellington Global Capital Appreciation | 11.16 | 10.26 |
WCM Focused Growth International ADR | 10.57 | 9.48 |
WCM Inv Mgt Focused Growth Intl | 10.38 | 9.29 |
Ithaka EAFE Composite | 9.59 | 9.04 |
Baillie Gifford Intl Concentrated Growth | 9.53 | 8.79 |
Jennison International Equity Oppts | 9.27 | 8.57 |
GQG Partners International Equity | 9.32 | 8.56 |
MFS International Concentrated Equity | 8.96 | 8.24 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Small Blend | 1 year gross return | 1 year net return |
---|---|---|
NewSouth Capital Mgt NSCM Sm Cap Val Eq | 26.94 | 26.14 |
Gabelli Asset Mgt Sm-Cap Val | 25.95 | 25.47 |
Frontier Capital Appreciation | 26.18 | 25.29 |
Barrow Hanley Small Cap Value Equity | 25.61 | 24.75 |
Alpha Quant SMID Cap Equity | 25.06 | 24.13 |
Ativo Small Cap | 24.97 | 23.98 |
SouthernSun Small Cap | 24.28 | 23.36 |
GlobeFlex Capital LP U.S Sm-Cap Gr Eqty | 23.98 | 22.94 |
Kennedy Micro Cap Opportunities | 23.57 | 22.45 |
Van Hulzen Small Cap | 23.01 | 22.16 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Small Blend | 5 year gross return | 5 year net return |
---|---|---|
Harvey Partners Small-Cap Opportunity | 18.87 | 17.72 |
Penn Capital Small to Micro Cap Equity | 17.15 | 16.57 |
Old West Small Cap | 16.55 | 15.50 |
Old West All Cap Opportunity | 16.52 | 15.36 |
Burgundy US Small Cap Value Composite | 13.68 | 12.56 |
Financial Trust American Discplnd Small | 13.43 | 12.03 |
Alpha Quant Small Cap Quality | 11.75 | 10.91 |
Eagle SMID Cap Select Strategy (VT Team) | 11.53 | 10.63 |
Laurus US Small Cap Composite | 11.39 | 10.46 |
Eagle SMID Cap Strategy (Vermont Team) | 11.68 | 10.45 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Equity Energy | 1 year gross return | 1 year net return |
---|---|---|
Inspire Select Energy Sector | 23.23 | 23.23 |
KBIGI Global Energy Transition Strategy | 22.04 | 21.02 |
Guardian Can Eqty Carbon Constrained | 17.62 | 17.62 |
Laffer Tengler Clean Energy Infrastructu | 16.97 | 15.64 |
Miller/Howard N. Amer. Energy (w/ K-1s) | 15.43 | 14.57 |
Calvert Global Energy Solutions | 15.37 | 14.52 |
HW Energy | 14.15 | 12.34 |
Miller/Howard N. Amer. Energy (w/o K-1s) | 13.09 | 12.25 |
Miller/Howard N. Amer. Energy w/ K-1 SMA | 14.96 | 11.59 |
Miller/Howard N. Am. Energy w/o K-1s SMA | 12.47 | 9.16 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Equity Energy | 5 year gross return | 5 year net return |
---|---|---|
KBIGI Global Energy Transition Strategy | 20.34 | 19.33 |
Calvert Global Energy Solutions | 13.79 | 12.95 |
Miller/Howard N. Amer. Energy (w/o K-1s) | 13.28 | 12.30 |
Miller/Howard N. Amer. Energy (w/ K-1s) | 11.10 | 10.13 |
Miller/Howard N. Am. Energy w/o K-1s SMA | 12.06 | 8.76 |
Miller/Howard N. Amer. Energy w/ K-1 SMA | 10.73 | 7.47 |
Inspire Select Energy Sector | 2.54 | 2.54 |
HW Energy | 2.07 | 0.46 |
Laffer Tengler Clean Energy Infrastructu | n/a | n/a |
Guardian Can Eqty Carbon Constrained | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Target Date 2041-2045 | 1 year gross return | 1 year net return |
---|---|---|
Capital Group 2045 Target Date Ret Comp | 15.32 | 14.90 |
Fidelity Freedom Blend 2045 Cmgld Pool I | 15.06 | 14.87 |
Fidelity Freedom Blend 2045 Cmgld Pool H | 15.07 | 14.76 |
Fidelity Freedom Blend 2045 Cmgld Pool C | 15.18 | 14.63 |
Voya Target Retirement 2045 Tr Comps CIT | 14.76 | 14.54 |
Voya Target Retirement 2045 Composite | 14.76 | 14.54 |
Fidelity Freedom Index 2045 Cmgld Pool C | 14.49 | 14.35 |
BNYM Nwtn SL SmartPath Trgt Dt 2045 Cl O | n/a | 13.95 |
Inspire FuturePath 2045 | 12.65 | 9.85 |
Fidelity Freedom 2045 Cmgld Pool D | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Target Date 2041-2045 | 5 year gross return | 5 year net return |
---|---|---|
Voya Target Retirement 2045 Composite | 8.37 | 8.16 |
Voya Target Retirement 2045 Tr Comps CIT | 8.37 | 8.16 |
Capital Group 2045 Target Date Ret Comp | 8.40 | 8.00 |
Fidelity Freedom Blend 2045 Cmgld Pool I | 8.03 | 7.86 |
Fidelity Freedom Blend 2045 Cmgld Pool H | 8.03 | 7.74 |
Fidelity Freedom Blend 2045 Cmgld Pool C | 8.04 | 7.65 |
Fidelity Freedom Index 2045 Cmgld Pool C | 7.73 | 7.58 |
BNYM Nwtn SL SmartPath Trgt Dt 2045 Cl O | n/a | 7.36 |
Inspire FuturePath 2045 | n/a | n/a |
Fidelity Freedom 2045 Cmgld Pool D | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Aggressive Allocation | 1 year gross return | 1 year net return |
---|---|---|
ValueWorks Cap App | 24.04 | 22.30 |
Summitry Equity Income | 22.23 | 20.80 |
FPA Contrarian Value | 17.36 | 16.19 |
Blue Ridge | 17.62 | 15.80 |
Inspire Select Aggressive Portfolio | 18.72 | 15.80 |
American Funds Tax Aware G&I MP | 15.68 | 15.68 |
Clark Navigator TW Mod Gwth Tax Aware | 15.57 | 15.10 |
Calamos US Opportunities Composite | 15.81 | 15.03 |
Nuveen Stable Gr Bal Advsr Spnsrd | 18.46 | 15.00 |
Clark Navigator TW+ Mod Gwth Tax Aware | 15.38 | 14.92 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Aggressive Allocation | 5 year gross return | 5 year net return |
---|---|---|
ValueWorks Cap App | 13.59 | 12.24 |
Calamos US Opportunities Composite | 11.25 | 10.50 |
Robinson Wealth of Nations® | 10.44 | 9.66 |
Montag & Caldwell Balanced | 9.95 | 9.03 |
SSI Flexible Alloc-Moderately Aggressive | 9.93 | 8.91 |
Summitry Equity Income | 9.81 | 8.50 |
Eads & Heald Wealth Managment Bal | 9.20 | 8.29 |
FPA Contrarian Value | 9.22 | 8.15 |
Zevin SRI/ESG Global Appreciation model | 9.30 | 8.00 |
Nuveen Stable Gr Bal Advsr Spnsrd | 11.18 | 7.91 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Moderate Allocation | 1 year gross return | 1 year net return |
---|---|---|
Brinker Digital Assets | 39.83 | 39.50 |
MIAM Total Return Value Strategy | 31.51 | 30.50 |
MCA Balanced Portfolios | 24.16 | 23.53 |
ValueWorks Bal Comp | 24.47 | 22.99 |
AB Dynamic MultiAsset Sustainable 60/40 | 22.36 | 18.80 |
Tannin Capital Equity Hedge | 17.15 | 16.04 |
Frk Tmp Large Cap Growth ESG Bal T 60/40 | 19.06 | 15.63 |
Summitry Balanced | 16.74 | 15.37 |
VCM Growth & Income | 16.42 | 15.30 |
Congress Asset Mgt Balanced | 15.54 | 15.10 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Moderate Allocation | 5 year gross return | 5 year net return |
---|---|---|
ValueWorks Bal Comp | 14.51 | 13.03 |
MCA Balanced Portfolios | 13.39 | 12.75 |
MIAM Total Return Value Strategy | 13.24 | 12.35 |
Congress Asset Mgt Balanced | 9.88 | 9.38 |
WJA Equity Oriented (Balanced) Composite | 10.24 | 9.18 |
RMCM Global Sustainable Balanced Equity | 10.27 | 9.02 |
Congress Asset Mgt Multi-Cap Balanced | 9.31 | 8.86 |
Bartlett & Co. Relative Value Balanced | 9.07 | 8.46 |
Waterfront Balanced | 9.15 | 8.37 |
1919 SRI Balanced | 8.80 | 8.26 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Bank Loan | 1 year gross return | 1 year net return |
---|---|---|
Eaton Vance Senior Loan Plus | 13.10 | 12.43 |
Calvert Floating-Rate Advantage | 12.61 | 11.94 |
FIAM Leveraged Loan Composite | 11.95 | 11.34 |
PineBridge Global Secured Credit Fund | 11.48 | 11.11 |
PGIM Fixed Inc US Sr Sec Loans Composite | 11.57 | 10.96 |
T. Rowe Price Floating Rate Bank Loan | 11.44 | 10.96 |
Barrow Hanley Bank Loan | 11.44 | 10.89 |
Lord Abbett & Co. Bank Loan | 11.06 | 10.54 |
Seix Leveraged Loan | 11.06 | 10.51 |
BNP Paribas Global Loans | 11.01 | 10.35 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Bank Loan | 5 year gross return | 5 year net return |
---|---|---|
Barrow Hanley Bank Loan | 5.04 | 4.52 |
T. Rowe Price Floating Rate Bank Loan | 4.48 | 3.98 |
PGIM Fixed Inc US Sr Sec Loans Composite | 4.49 | 3.91 |
Calvert Floating-Rate Advantage | 4.48 | 3.90 |
PGI Bank Loans | 4.37 | 3.87 |
FIAM Leveraged Loan Composite | 4.45 | 3.86 |
Bain Capital Liquid Senior Loan | 4.51 | 3.83 |
Shenkman Capital Mgt Bank Loan Composite | 4.31 | 3.79 |
Eaton Vance Senior Loan Plus | 4.35 | 3.73 |
PineBridge Global Secured Credit Fund | 4.14 | 3.72 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Equity Precious Metals | 1 year gross return | 1 year net return |
---|---|---|
Allspring Precious Metals | 16.27 | 15.18 |
VanEck Gold Composite | 13.82 | 13.03 |
SAM Gold | 6.60 | 5.72 |
GAMCO Gold | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Equity Precious Metals | 5 year gross return | 5 year net return |
---|---|---|
Allspring Precious Metals | 8.47 | 7.45 |
VanEck Gold Composite | 7.63 | 6.91 |
SAM Gold | n/a | n/a |
GAMCO Gold | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Large Growth | 1 year gross return | 1 year net return |
---|---|---|
Mercury Demographic Growth | 50.46 | 49.22 |
LEIA CBI | 49.07 | 48.31 |
Andersen Weather Mark | 46.74 | 45.72 |
Mark Focus | 47.09 | 44.98 |
Zevenbergen Growth Equity | 44.37 | 43.85 |
Spouting Rock Kingsland SG | 45.09 | 43.68 |
Dana Unconstrained Equity Strategy | 41.33 | 40.60 |
Loomis Sayles Large Cap Growth | 41.08 | 40.40 |
UBS: US Equity Large Cap Select Growth | 26.86 | 40.08 |
Ithaka Large Cap Growth Composite | 39.11 | 38.30 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Large Growth | 5 year gross return | 5 year net return |
---|---|---|
Mark Focus | 23.31 | 21.53 |
LEIA CBI | 21.23 | 20.63 |
Mark Long Only | 21.72 | 19.87 |
Baron Focused Select Strategy | 19.34 | 18.61 |
Slow Capital Growth | 18.56 | 18.15 |
Slow Capital Aggressive Growth | 17.40 | 16.98 |
Mercury Demographic Growth | 17.91 | 16.95 |
Montrusco Bolton US Equity (USD) | 17.34 | 16.59 |
Fiera Large Cap Growth | 17.25 | 16.29 |
Fiera All Cap Growth | 17.23 | 16.26 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Target Date 2031-2035 | 1 year gross return | 1 year net return |
---|---|---|
Fidelity Freedom Blend 2035 Cmgld Pool I | 12.19 | 12.01 |
Fidelity Freedom Blend 2035 Cmgld Pool H | 12.14 | 11.84 |
Capital Group 2035 Target Date Ret Comp | 12.18 | 11.78 |
Fidelity Freedom Blend 2035 Cmgld Pool C | 12.27 | 11.75 |
Fidelity Freedom Index 2035 Cmgld Pool C | 11.75 | 11.61 |
Voya Target Retirement 2035 Tr Comps CIT | 11.53 | 11.32 |
Voya Target Retirement 2035 Composite | 11.53 | 11.32 |
BNYM Nwtn SL SmartPath Trgt Dt 2035 Cl O | n/a | 11.06 |
Inspire FuturePath 2035 | 8.59 | 6.02 |
Fidelity Freedom 2035 Cmgld Pool D | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Target Date 2031-2035 | 5 year gross return | 5 year net return |
---|---|---|
Capital Group 2035 Target Date Ret Comp | 7.74 | 7.36 |
Fidelity Freedom Blend 2035 Cmgld Pool I | 7.21 | 7.04 |
Fidelity Freedom Blend 2035 Cmgld Pool H | 7.20 | 6.91 |
Voya Target Retirement 2035 Tr Comps CIT | 7.09 | 6.89 |
Voya Target Retirement 2035 Composite | 7.09 | 6.89 |
Fidelity Freedom Blend 2035 Cmgld Pool C | 7.21 | 6.83 |
Fidelity Freedom Index 2035 Cmgld Pool C | 6.88 | 6.75 |
BNYM Nwtn SL SmartPath Trgt Dt 2035 Cl O | n/a | 6.59 |
Inspire FuturePath 2035 | n/a | n/a |
Fidelity Freedom 2035 Cmgld Pool D | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Health | 1 year gross return | 1 year net return |
---|---|---|
Inspire Select Healthcare Sector | 19.30 | 19.30 |
Nicholas Inv-NicHealth | 19.85 | 18.38 |
Janus Henderson Global Life Sciences | 16.76 | 15.85 |
Jennison Health Sciences Equity | 16.76 | 15.60 |
PVG Emerging Healthcare | 14.14 | 12.80 |
Fidelity Advisor Health Care SMA (FIAM) | 12.34 | 11.98 |
Inspire Select Cure Cancer | 8.51 | 8.51 |
ARK Genomic Revolution | 9.02 | 8.21 |
Baron Health Care Strategy | 8.77 | 8.00 |
Alger Health Sciences Composite | 8.17 | 7.63 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Health | 5 year gross return | 5 year net return |
---|---|---|
Baron Health Care Strategy | 13.95 | 13.51 |
Janus Henderson Global Life Sciences | 11.15 | 10.30 |
Inspire Select Healthcare Sector | 9.80 | 9.80 |
Jennison Health Sciences Equity | 9.15 | 8.06 |
Eagle Healthcare Enhanced Return Oppty. | 6.17 | 5.17 |
ARK Genomic Revolution | 5.39 | 4.61 |
Lazard Digital Health | 5.08 | 4.48 |
Alger Health Sciences Composite | 4.90 | 4.33 |
Nicholas Inv-NicHealth | 6.04 | 2.81 |
PVG Emerging Healthcare | 1.79 | 1.27 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Small Growth | 1 year gross return | 1 year net return |
---|---|---|
Kayne Anderson Rudnick SC Quality Select | 71.06 | 69.02 |
Palisades AlphaQ Small Growth | 60.93 | 58.56 |
Oberweis Micro-Cap Growth | 37.63 | 36.34 |
Next Century Growth Small Cap | 35.62 | 34.57 |
NCG SMID Cap | 34.85 | 33.90 |
Pacific Income Small Cap Core | 33.28 | 31.99 |
First Trust Small Cap Core | 34.08 | 31.91 |
Oberweis Small-Cap Opp | 32.25 | 31.16 |
SmithAssetMgt–SmallCapFocusedGrowth | 30.23 | 29.23 |
Crabtree Small-Cap Growth | 28.68 | 28.68 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of August 17, 2023
Small Growth | 5 year gross return | 5 year net return |
---|---|---|
Next Century Growth Micro Cap Growth | 22.59 | 21.71 |
Next Century Growth Small Cap | 18.68 | 17.61 |
NCG SMID Cap | 18.28 | 17.13 |
Palisades AlphaQ Small Growth | 17.49 | 16.40 |
Oberweis Small-Cap Opp | 17.10 | 16.10 |
Oberweis Micro-Cap Growth | 17.08 | 16.01 |
Granahan Small Cap Select | 16.53 | 15.38 |
First Trust Small Cap Core | 16.12 | 14.34 |
Congress Asset Mgt Small Cap Growth | 14.55 | 13.99 |
Granahan SMID Select | 15.05 | 13.92 |