Top performing managers by category: separate accounts, 3rd Quarter 2020




Large Blend1 year gross return1 year net return
Sparrow Large Cap39.6438.68
Profit Inv Mgt (PIM) Profit Social34.1633.95
Fisher US Total Return34.0233.68
DWA Environment Strategy31.8130.71
GCM Large Cap Value28.2127.08
FIAM Focused Large Cap Growth26.3325.72
Fisher Global Total Return27.3325.63
SFE All-Cap Core Growth & Income27.5425.41
GCI Select Equity26.4125.09
Fairfax Global Trends ETF Strategy27.2125.01
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Large Blend5 year gross return5 year net return
Euclid Advisory Large Cap Growth19.5418.13
Fisher US Total Return18.2917.97
Profit Inv Mgt (PIM) Profit Social17.5616.90
Mellon Dynamic US Equity Composite17.1816.68
BFM High Quality Dividend Appreciation17.3016.43
Pioneer US Large Core Equity16.7116.00
Stance Equity16.9116.00
FIAM Focused Large Cap Growth16.8615.96
DL Carlson US Equity16.3015.89
VanEck Morningstar Wide Moat16.2915.74
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Mid-Cap Blend1 year gross return1 year net return
Congress SMID Growth34.8734.34
Alamar Equity24.7323.55
Old West All Cap Opportunity20.8419.70
HIS Horizon Enh Socially Responsible18.6617.23
Janus Henderson US Opportunistic Alpha17.1316.38
Triboro All Cap15.8315.83
Day Hagan/Ned Davis Rsch Smart Sector16.4615.57
SFE Pathways™ (SRI) All-Cap Composite13.9313.48
Investment Management of Virginia Opport13.5312.96
Northern Trust Extended Eq Market Idx12.7812.62
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Mid-Cap Blend5 year gross return5 year net return
TrimTabs All Cap US Free Cash Flow14.2313.54
The London Co Mid Cap13.8213.36
EARNEST Mid Cap Core14.4613.30
Argent Mid Cap Equity Composite13.2112.93
Alamar Equity13.8912.78
EARNEST Small/Mid Cap Core13.3112.18
SFE Pathways™ (SRI) All-Cap Composite12.5411.95
Scout Mid Cap Equity12.7311.84
Fisher Mid Cap Value12.5711.76
Parnassus Mid Cap Composite12.1711.37
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Small Blend1 year gross return1 year net return
AllianzGI Rising Disruptors MA92.2292.22
Harvey Partners Long Only Equity26.1724.93
Old West Small/Mid Cap Growth21.6820.64
Ironwood Inv Mgt Conc Small Cap Val20.1618.96
Ironwood Inv Mgt Small Cap Core18.2317.04
Investment Management of Virginia Sm Cap13.6413.04
PGI U.S. Small Cap Select Equity11.3010.71
Ironwood Micro Cap11.2010.10
Wellington Small Companies10.099.09
Eagle SMID Cap ESG Select (Vermont Team)8.537.85
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Small Blend5 year gross return5 year net return
Ironwood Inv Mgt Small Cap Core13.6312.51
EARNEST Small Cap Core13.5512.42
The Capital Mgt Corp SMID11.5411.08
Burgundy US Small Cap Value Composite12.1211.02
PGI U.S. Small Cap Select Equity11.6810.95
Ironwood Micro Cap12.0710.95
Manulife IM US Small Cap Core11.0310.04
Cornerstone Diversified Small Cap Core10.5010.02
JPM US Small Cap Core-Composite10.969.95
Wellington Small Cap Opportunities10.929.93
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Large Growth1 year gross return1 year net return
Zevenbergen Growth Equity113.91113.18
Baillie Gifford US Equity Growth110.90109.81
Morgan Stanley Insight107.01104.94
Evolutionary Tree Leading Innovators101.54100.16
Morgan Stanley Growth101.2899.82
LEIA CBI95.7995.79
Mark Focus85.5983.17
Baron High Growth Strategy77.4975.74
Mark Long Only72.9370.56
Maytech Global Growth Composite71.2769.32
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Large Growth5 year gross return5 year net return
Morgan Stanley Insight35.2233.91
Baillie Gifford US Equity Growth33.1432.47
Morgan Stanley Growth31.4130.47
Zevenbergen Growth Equity30.5530.11
LEIA CBI28.3028.30
Baron High Growth Strategy28.9727.73
Maytech Global Growth Composite27.8526.34
Peregrine Capital Mgt Large Cap Growth26.5025.98
Mark Focus27.7625.94
Slow Capital Growth24.5524.11
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Mid-Cap Growth1 year gross return1 year net return
Morgan Stanley Discovery119.27117.57
ARK Disruptive Innovation103.76103.37
ARK Disruptive Innovation Strategy SMA84.8384.44
Macquarie US Smid-Cap Growth Equity70.8869.73
Kayne Anderson Rudnick Mid Sustain Gr58.2957.15
Mellon US Small/Mid Cap Growth Equity58.0957.14
Alger Mid Cap Focus Composite57.0555.99
Baron Small to Mid Cap Growth Strategy56.9155.67
Mellon US Mid Cap Growth Equity55.7654.64
Columbus Circle Investors SMID Growth52.2551.01
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Mid-Cap Growth5 year gross return5 year net return
ARK Disruptive Innovation36.2836.01
Morgan Stanley Discovery33.3732.30
Kayne Anderson Rudnick Mid Sustain Gr27.5326.61
Night Owl All Cap25.4824.06
APS Equity Strategy Composite25.1523.86
Mellon US Small/Mid Cap Growth Equity22.9822.01
Mellon US Mid Cap Growth Equity22.2221.28
Advisory Research U.S. Mid Cap Growth21.4320.53
Spyglass Mid-Cap Growth (Long Only)21.4520.30
Driehaus Small/Mid Cap Growth Strategy20.9220.17
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Small Growth1 year gross return1 year net return
Morgan Stanley Inception98.6197.30
TFCM Israeli Innovation84.4082.49
Granahan Small Cap Select79.6177.96
Granahan SMID Select73.3071.65
Macquarie US Small Cap Growth Equity70.0267.63
Next Century Growth Micro Cap Growth65.1064.24
Wasatch Small Cap Ultra Growth Composite61.4360.10
Spouting Rock Small Cap Growth - Focused59.0057.71
Driehaus Micro Cap Growth56.4655.08
Advisory Research U.S. Small Cap Growth55.2653.82
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Small Growth5 year gross return5 year net return
Granahan Inv Mgt - Sm Cap Focused Grth32.9331.96
Azzad Small Cap Growth33.2231.75
Kayne Anderson Rudnick SC Sustain Growth30.3729.12
Next Century Growth Micro Cap Growth29.0428.21
Granahan Small Cap Select29.2528.04
Wasatch Small Cap Ultra Growth Composite28.1126.89
Granahan SMID Select27.2926.06
Morgan Stanley Inception26.8625.91
Spouting Rock Small Cap Growth - Conc.25.9324.83
Weatherbie Specialized Growth Composite24.4523.53
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Large Value1 year gross return1 year net return
DCM Value Creators-US Large Cap24.6724.06
Fairfax Large Cap Core20.5818.80
MFG US Sustainable Composite18.9618.01
Polaris Concentrated Value17.8816.36
L&S Diversified Equity15.9314.95
Seizert Capital Partners Core Equity15.3814.82
Weatherstone High Quality Growth16.7414.80
Alpha Quant SmartALPHA® Defensive Val14.7713.51
L&S Income Equity14.3613.43
DWA Equity14.0813.32
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Large Value5 year gross return5 year net return
DWA Equity16.0015.81
Polaris Concentrated Value15.1313.94
Seizert Capital Partners Core Equity14.0013.45
Advisors Capital US Dividend SMA15.0412.92
Hillman Advantage Value Equity SMA13.8412.73
Conning High Dividend Equity13.1412.72
Braver Dividend Income14.1612.61
Madison Dividend Income13.0912.31
Cooke & Bieler Concentrated Value Equity13.2612.27
TWIN Dividend Select (Low Vol)12.4312.05
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Mid-Cap Value1 year gross return1 year net return
DOMO Concentrated All Cap Value65.9764.09
Old West Large Cap23.7822.68
Azzad Mid Cap Value24.5122.64
Longfellow Merger Arb19.3818.25
Jensen Quality Value Composite7.536.82
WCM Focused Mid Cap5.615.61
SIP U.S. Focused Total Return Tax 25.205.20
SIPP U.S. Focused Total Return Tax 25.125.12
SIPP U.S. Focused Total Return Tax 34.224.22
SIP U.S. Focused Total Return Tax 34.194.19
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Mid-Cap Value5 year gross return5 year net return
DOMO Concentrated All Cap Value16.9615.09
MAP US Multi-Cap Value Composite15.3114.18
Shapiro Capital Mgt All Cap Value13.7212.63
Azzad Mid Cap Value12.9311.63
Clifford Capital All-Cap Value11.4310.95
Nuance Mid Cap Value Separate Account11.5610.81
Silvercrest U.S. Multi Cap Value10.489.66
AJO Managed Volatility9.549.42
Anchor Mid Cap Value Institutional9.578.81
Heartland Mid Cap Value9.178.32
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Small Value1 year gross return1 year net return
Heartland Sm-Cap Val Strat8.717.98
Brandywine Small Mid Cap Val Eq7.696.73
Brandes U.S. Small Cap Value Equity0.69-0.22
WCM Focused SMID Cap-0.86-0.95
Snow Capital SMID Cap Value-2.36-3.30
Kestrel Inv Mgt Corp. Sm-Cap Val Eq-2.80-3.69
Olstein US SMID Value Equity-2.84-3.78
Symons Small Cap Value-3.59-4.38
VIMCO Small Cap Value Composite-3.41-4.58
Heartland Small-Cap Value Plus Strategy-5.08-5.55
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Small Value5 year gross return5 year net return
Azzad Small Cap Value10.168.90
Brandywine Small Mid Cap Val Eq9.458.48
DePrince, Race & Zollo, Micro Cap Val8.547.50
Kestrel Inv Mgt Corp. Sm-Cap Val Eq8.287.29
Sycamore Small Cap Value Comp8.227.19
Heartland Small-Cap Value Plus Strategy7.536.70
CornerCap Fundametrics SMID Cap Equity7.486.42
Kennedy SMID Cap Value6.625.85
DePrince, Race & Zollo, Sm-Cap Val6.785.84
American Century U.S. Small Cap Value6.835.74
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Bear Market1 year gross return1 year net return
Triboro Alternative2.102.10
Optimus Global Advantage All Asset-13.73-14.17
Federated Hermes Alternative Bear Eq.-17.66-18.69
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Bear Market5 year gross return5 year net return
Optimus Global Advantage All Asset-1.14-1.64
Federated Hermes Alternative Bear Eq.-13.19-14.37
Triboro Alternativen/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Financial1 year gross return1 year net return
Wellington FinTech27.2926.16
Manole Fin Tech14.7712.68
Penn Capital FinTech Catalyst11.5311.20
McKinley Capital Business Development Co-17.23-18.27
Confluence BDC-Wrap-20.69-21.95
Kennedy Bank Sector-26.19-26.92
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Financial5 year gross return5 year net return
Manole Fin Tech18.2016.84
Penn Capital FinTech Catalyst15.2414.95
Confluence BDC-Wrap4.082.52
McKinley Capital Business Development Co3.592.31
Wellington FinTechn/an/a
Kennedy Bank Sectorn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Health1 year gross return1 year net return
ARK Genomic Revolution123.74122.13
Janus Henderson Global Life Sciences31.3330.48
Financial Trust Health Value10.298.93
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Health5 year gross return5 year net return
ARK Genomic Revolution30.2329.27
Janus Henderson Global Life Sciences11.3610.64
Financial Trust Health Value3.852.56
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Natural Resources1 year gross return1 year net return
KBIGI Global Resource Solution15.3714.40
Financial Trust Global Resources15.4914.06
Ecofin Global Water Composite13.5612.70
VanEck Global Hard Assets Composite7.086.36
KBIGI Water Strategy6.685.78
Jennison Global Natural Resources-4.90-5.61
Mellon Global Natural Resources-6.29-6.95
Cohen & Steers Natural Resource Eq Comp-11.85-12.45
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Natural Resources5 year gross return5 year net return
Ecofin Global Water Composite14.7413.79
KBIGI Global Resource Solution10.779.84
KBIGI Water Strategy10.709.77
Cohen & Steers Natural Resource Eq Comp5.624.95
Mellon Global Natural Resources4.073.28
Financial Trust Global Resources3.091.81
VanEck Global Hard Assets Composite1.600.83
Jennison Global Natural Resources0.790.22
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Equity Precious Metals1 year gross return1 year net return
VanEck Gold Composite62.6961.62
WFAM Precious Metals47.2345.87
GAMCO Goldn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Equity Precious Metals5 year gross return5 year net return
VanEck Gold Composite25.6924.85
WFAM Precious Metals22.1821.03
GAMCO Goldn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Real Estate1 year gross return1 year net return
Financial Trust Global REIT1.510.25
WFAM PMV REIT Equity0.08-0.67
Adelante NewCORE Strategy-0.02-0.72
Chilton Capital REIT-5.52-6.25
Azzad REITs-5.59-6.94
Cohen & Steers US Realty Focus Comp-6.47-7.15
Neuberger Berman REIT-7.07-7.76
Sterling Cap Stratton Real Estate Fund-7.66-8.25
Cohen & Steers US Realty Total Ret Comp-9.44-10.14
Cohen & Steers US Realty Total Ret SMA-9.68-10.36
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Real Estate5 year gross return5 year net return
WFAM PMV REIT Equity10.209.39
Cohen & Steers US Realty Focus Comp10.269.37
Financial Trust Global REIT9.728.36
Neuberger Berman REIT8.677.86
Sterling Cap Stratton Real Estate Fund7.957.31
Cohen & Steers US Realty Total Ret Comp7.967.15
Cohen & Steers US Realty Total Ret SMA7.907.04
PGI Real Estate Equity Securities7.496.91
Chilton Capital REIT7.326.43
Azzad REITs7.496.28
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Technology1 year gross return1 year net return
Zevenbergen Genea Growth125.72123.99
ARK Next Generation Internet124.70123.04
ARK Industrial Innovation82.1380.79
J.P. Morgan US Technology Leaders - MA64.6464.05
AllianzGI Global Technology Equity59.1157.59
RS Science And Technology Composite48.7847.31
Wellington Global Technology Opps47.1346.05
MFS Technology Equity46.8545.77
Columbia Global Technology Growth46.0344.61
BNP Paribas Gbl Innovative Tech Equities43.4542.06
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Technology5 year gross return5 year net return
ARK Next Generation Internet44.2743.21
Zevenbergen Genea Growth37.0235.83
J.P. Morgan US Technology Leaders - MA31.2330.75
ARK Industrial Innovation29.2028.24
RS Science And Technology Composite28.5727.29
AllianzGI Global Technology Equity27.9826.84
Columbia Global Technology Growth27.6626.42
MFS Technology Equity26.1725.25
Wellington Global Technology Opps25.7024.76
Wellington Global Technology24.9224.01
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Utilities1 year gross return1 year net return
MFS Utilities Equity-4.40-5.04
Miller/Howard – Utilities Plus-9.88-10.79
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Utilities5 year gross return5 year net return
Miller/Howard – Utilities Plus9.588.50
MFS Utilities Equity8.988.28
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Equity Energy1 year gross return1 year net return
KBIGI Energy Solutions Strategy32.4231.33
Tortoise Energy Evolution Composite-14.83-15.60
Orleans Energy Opportunities-18.49-19.31
Miller/Howard Drill Bit Burn Tip® No K1s-24.46-25.24
Drill Bit to Burner Tip® No K1s SMA-27.28-29.51
Miller/Howard Drill Bit Burn Tip®-32.29-33.00
Salient C-Corp SMA Strategy-34.14-34.54
Miller/Howard Drill Bit Burner Tip® SMA-32.57-34.65
Ivy Energy Model Portfolio-48.88-49.07
Ivy Energy Composite-50.15-50.58
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Equity Energy5 year gross return5 year net return
KBIGI Energy Solutions Strategy15.4714.51
Miller/Howard Drill Bit Burn Tip® No K1s-2.59-3.56
Tortoise Energy Evolution Composite-3.01-3.88
Miller/Howard Drill Bit Burn Tip®-4.96-5.91
Drill Bit to Burner Tip® No K1s SMA-3.31-6.19
Miller/Howard Drill Bit Burner Tip® SMA-5.12-7.94
Ivy Energy Composite-10.47-11.15
Orleans Energy Opportunities-12.66-13.55
Salient C-Corp SMA Strategyn/an/a
Ivy Energy Model Portfolion/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Aggressive Allocation1 year gross return1 year net return
Congress Asset Mgt Multi-Cap Balanced24.0923.56
Severin Moderate Growth23.7921.60
C.J. Lawrence Balanced Strategy20.6118.87
Calamos US Opportunities Composite18.2717.47
Dorsey Wright Sys Reltv Strength Bal17.5116.36
Atalanta Sosnoff Balanced16.1715.61
Nuveen Stable Gr Bal Advsr Spnsrd18.9015.43
Bartlett & Co. Socially Responsible Bal14.0813.50
Peavine Capital Aggressive13.7513.44
Confluence Growth and Income Alpha12.8612.86
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Aggressive Allocation5 year gross return5 year net return
Calamos US Opportunities Composite12.6911.95
C.J. Lawrence Balanced Strategy12.9211.52
Congress Asset Mgt Multi-Cap Balanced11.9511.50
Atalanta Sosnoff Balanced11.6111.04
Clark Navigator MultiStrategy 75-2510.9610.96
Severin Moderate Growth12.7210.79
Washington Crossing Conquest Sec Mod Gr10.7510.48
RBA Global Aggressive ETF10.2610.26
ASAP Conservative Growth Strategy10.3610.09
Nuveen Stable Gr Bal Advsr Spnsrd13.3810.06
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Bank Loan1 year gross return1 year net return
PGI Bank Loans4.473.97
Octagon Senior Secured Credit3.272.60
TCW Bank Loans2.572.00
Post Senior Loan Composite2.501.99
MacKay Hi Yld Floating Rate Composite2.171.58
Shenkman Capital Mgt Bank Loan Composite1.781.27
Barrow Hanley Bank Loan1.651.17
Stone Harbor Leveraged Loans1.361.08
Bain Capital Liquid Senior Loan1.711.05
Pacific Corporate Bank Loan Composite1.531.03
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Bank Loan5 year gross return5 year net return
Octagon Senior Secured Credit5.474.79
Pacific Corporate Bank Loan Composite4.714.45
Eaton Vance Floating-Rate Loan Composite4.784.28
MacKay Hi Yld Floating Rate Composite4.704.08
PGIM Fixed Inc US Sr Sec Loans Composite4.493.91
Stone Harbor Leveraged Loans4.223.91
Bain Capital Liquid Senior Loan4.363.88
PGI Bank Loans4.263.73
TCW Bank Loans4.273.70
Columbia Bank Loan Strategy4.353.68
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Small Value1 year gross return1 year net return
Heartland Sm-Cap Val Strat8.717.98
Brandywine Small Mid Cap Val Eq7.696.73
Brandes U.S. Small Cap Value Equity0.69-0.22
WCM Focused SMID Cap-0.86-0.95
Snow Capital SMID Cap Value-2.36-3.30
Kestrel Inv Mgt Corp. Sm-Cap Val Eq-2.80-3.69
Olstein US SMID Value Equity-2.84-3.78
Symons Small Cap Value-3.59-4.38
VIMCO Small Cap Value Composite-3.41-4.58
Heartland Small-Cap Value Plus Strategy-5.08-5.55
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Small Value5 year gross return5 year net return
Azzad Small Cap Value10.168.90
Brandywine Small Mid Cap Val Eq9.458.48
DePrince, Race & Zollo, Micro Cap Val8.547.50
Kestrel Inv Mgt Corp. Sm-Cap Val Eq8.287.29
Sycamore Small Cap Value Comp8.227.19
Heartland Small-Cap Value Plus Strategy7.536.70
CornerCap Fundametrics SMID Cap Equity7.486.42
Kennedy SMID Cap Value6.625.85
DePrince, Race & Zollo, Sm-Cap Val6.785.84
American Century U.S. Small Cap Value6.835.74
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Mid-Cap Value1 year gross return1 year net return
DOMO Concentrated All Cap Value65.9764.09
Old West Large Cap23.7822.68
Azzad Mid Cap Value24.5122.64
Longfellow Merger Arb19.3818.25
Jensen Quality Value Composite7.536.82
WCM Focused Mid Cap5.615.61
SIP U.S. Focused Total Return Tax 25.205.20
SIPP U.S. Focused Total Return Tax 25.125.12
SIPP U.S. Focused Total Return Tax 34.224.22
SIP U.S. Focused Total Return Tax 34.194.19
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Mid-Cap Value5 year gross return5 year net return
DOMO Concentrated All Cap Value16.9615.09
MAP US Multi-Cap Value Composite15.3114.18
Shapiro Capital Mgt All Cap Value13.7212.63
Azzad Mid Cap Value12.9311.63
Clifford Capital All-Cap Value11.4310.95
Nuance Mid Cap Value Separate Account11.5610.81
Silvercrest U.S. Multi Cap Value10.489.66
AJO Managed Volatility9.549.42
Anchor Mid Cap Value Institutional9.578.81
Heartland Mid Cap Value9.178.32
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Large Value1 year gross return1 year net return
DCM Value Creators-US Large Cap24.6724.06
Fairfax Large Cap Core20.5818.80
MFG US Sustainable Composite18.9618.01
Polaris Concentrated Value17.8816.36
L&S Diversified Equity15.9314.95
Seizert Capital Partners Core Equity15.3814.82
Weatherstone High Quality Growth16.7414.80
Alpha Quant SmartALPHA® Defensive Val14.7713.51
L&S Income Equity14.3613.43
DWA Equity14.0813.32
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Large Value5 year gross return5 year net return
DWA Equity16.0015.81
Polaris Concentrated Value15.1313.94
Seizert Capital Partners Core Equity14.0013.45
Advisors Capital US Dividend SMA15.0412.92
Hillman Advantage Value Equity SMA13.8412.73
Conning High Dividend Equity13.1412.72
Braver Dividend Income14.1612.61
Madison Dividend Income13.0912.31
Cooke & Bieler Concentrated Value Equity13.2612.27
TWIN Dividend Select (Low Vol)12.4312.05
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Small Growth1 year gross return1 year net return
Morgan Stanley Inception98.6197.30
TFCM Israeli Innovation84.4082.49
Granahan Small Cap Select79.6177.96
Granahan SMID Select73.3071.65
Macquarie US Small Cap Growth Equity70.0267.63
Next Century Growth Micro Cap Growth65.1064.24
Wasatch Small Cap Ultra Growth Composite61.4360.10
Spouting Rock Small Cap Growth - Focused59.0057.71
Driehaus Micro Cap Growth56.4655.08
Advisory Research U.S. Small Cap Growth55.2653.82
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Small Growth5 year gross return5 year net return
Granahan Inv Mgt - Sm Cap Focused Grth32.9331.96
Azzad Small Cap Growth33.2231.75
Kayne Anderson Rudnick SC Sustain Growth30.3729.12
Next Century Growth Micro Cap Growth29.0428.21
Granahan Small Cap Select29.2528.04
Wasatch Small Cap Ultra Growth Composite28.1126.89
Granahan SMID Select27.2926.06
Morgan Stanley Inception26.8625.91
Spouting Rock Small Cap Growth - Conc.25.9324.83
Weatherbie Specialized Growth Composite24.4523.53
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Mid-Cap Growth1 year gross return1 year net return
Morgan Stanley Discovery119.27117.57
ARK Disruptive Innovation103.76103.37
ARK Disruptive Innovation Strategy SMA84.8384.44
Macquarie US Smid-Cap Growth Equity70.8869.73
Kayne Anderson Rudnick Mid Sustain Gr58.2957.15
Mellon US Small/Mid Cap Growth Equity58.0957.14
Alger Mid Cap Focus Composite57.0555.99
Baron Small to Mid Cap Growth Strategy56.9155.67
Mellon US Mid Cap Growth Equity55.7654.64
Columbus Circle Investors SMID Growth52.2551.01
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Mid-Cap Growth5 year gross return5 year net return
ARK Disruptive Innovation36.2836.01
Morgan Stanley Discovery33.3732.30
Kayne Anderson Rudnick Mid Sustain Gr27.5326.61
Night Owl All Cap25.4824.06
APS Equity Strategy Composite25.1523.86
Mellon US Small/Mid Cap Growth Equity22.9822.01
Mellon US Mid Cap Growth Equity22.2221.28
Advisory Research U.S. Mid Cap Growth21.4320.53
Spyglass Mid-Cap Growth (Long Only)21.4520.30
Driehaus Small/Mid Cap Growth Strategy20.9220.17
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Large Growth1 year gross return1 year net return
Zevenbergen Growth Equity113.91113.18
Baillie Gifford US Equity Growth110.90109.81
Morgan Stanley Insight107.01104.94
Evolutionary Tree Leading Innovators101.54100.16
Morgan Stanley Growth101.2899.82
LEIA CBI95.7995.79
Mark Focus85.5983.17
Baron High Growth Strategy77.4975.74
Mark Long Only72.9370.56
Maytech Global Growth Composite71.2769.32
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Large Growth5 year gross return5 year net return
Morgan Stanley Insight35.2233.91
Baillie Gifford US Equity Growth33.1432.47
Morgan Stanley Growth31.4130.47
Zevenbergen Growth Equity30.5530.11
LEIA CBI28.3028.30
Baron High Growth Strategy28.9727.73
Maytech Global Growth Composite27.8526.34
Peregrine Capital Mgt Large Cap Growth26.5025.98
Mark Focus27.7625.94
Slow Capital Growth24.5524.11
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Small Blend1 year gross return1 year net return
AllianzGI Rising Disruptors MA92.2292.22
Harvey Partners Long Only Equity26.1724.93
Old West Small/Mid Cap Growth21.6820.64
Ironwood Inv Mgt Conc Small Cap Val20.1618.96
Ironwood Inv Mgt Small Cap Core18.2317.04
Investment Management of Virginia Sm Cap13.6413.04
PGI U.S. Small Cap Select Equity11.3010.71
Ironwood Micro Cap11.2010.10
Wellington Small Companies10.099.09
Eagle SMID Cap ESG Select (Vermont Team)8.537.85
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Small Blend5 year gross return5 year net return
Ironwood Inv Mgt Small Cap Core13.6312.51
EARNEST Small Cap Core13.5512.42
The Capital Mgt Corp SMID11.5411.08
Burgundy US Small Cap Value Composite12.1211.02
PGI U.S. Small Cap Select Equity11.6810.95
Ironwood Micro Cap12.0710.95
Manulife IM US Small Cap Core11.0310.04
Cornerstone Diversified Small Cap Core10.5010.02
JPM US Small Cap Core-Composite10.969.95
Wellington Small Cap Opportunities10.929.93
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Mid-Cap Blend1 year gross return1 year net return
Congress SMID Growth34.8734.34
Alamar Equity24.7323.55
Old West All Cap Opportunity20.8419.70
HIS Horizon Enh Socially Responsible18.6617.23
Janus Henderson US Opportunistic Alpha17.1316.38
Triboro All Cap15.8315.83
Day Hagan/Ned Davis Rsch Smart Sector16.4615.57
SFE Pathways™ (SRI) All-Cap Composite13.9313.48
Investment Management of Virginia Opport13.5312.96
Northern Trust Extended Eq Market Idx12.7812.62
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Mid-Cap Blend5 year gross return5 year net return
TrimTabs All Cap US Free Cash Flow14.2313.54
The London Co Mid Cap13.8213.36
EARNEST Mid Cap Core14.4613.30
Argent Mid Cap Equity Composite13.2112.93
Alamar Equity13.8912.78
EARNEST Small/Mid Cap Core13.3112.18
SFE Pathways™ (SRI) All-Cap Composite12.5411.95
Scout Mid Cap Equity12.7311.84
Fisher Mid Cap Value12.5711.76
Parnassus Mid Cap Composite12.1711.37
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Large Blend1 year gross return1 year net return
Sparrow Large Cap39.6438.68
Profit Inv Mgt (PIM) Profit Social34.1633.95
Fisher US Total Return34.0233.68
DWA Environment Strategy31.8130.71
GCM Large Cap Value28.2127.08
FIAM Focused Large Cap Growth26.3325.72
Fisher Global Total Return27.3325.63
SFE All-Cap Core Growth & Income27.5425.41
GCI Select Equity26.4125.09
Fairfax Global Trends ETF Strategy27.2125.01
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Large Blend5 year gross return5 year net return
Euclid Advisory Large Cap Growth19.5418.13
Fisher US Total Return18.2917.97
Profit Inv Mgt (PIM) Profit Social17.5616.90
Mellon Dynamic US Equity Composite17.1816.68
BFM High Quality Dividend Appreciation17.3016.43
Pioneer US Large Core Equity16.7116.00
Stance Equity16.9116.00
FIAM Focused Large Cap Growth16.8615.96
DL Carlson US Equity16.3015.89
VanEck Morningstar Wide Moat16.2915.74
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Long/Short Equity1 year gross return1 year net return
F/m Integrated Alpha Long / Short45.4045.40
INTERNET ADVANTAGE - EQUITY LONG/SHORT32.6330.08
IAS - Concentrated US Equity Long Short32.0929.92
INTERNET ADVANTAGE - Mid Cap Small Cap28.5027.07
Robinson Market Opportunity20.0319.03
Wellington Hedged Alpha Opportunities12.6511.84
Epoch Global Absolute Return10.919.77
PVG Dynamic Core ETF10.559.23
BP Emerging Markets Dynamic Equity10.138.73
WFAM Analytic Global Long/Short Eq7.506.81
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Long/Short Equity5 year gross return5 year net return
Epoch Global Absolute Return10.028.85
QMA US Core Equity Extended9.408.70
Robinson Market Opportunity9.438.49
Elite Tactical Long/Short9.438.41
INTERNET ADVANTAGE - EQUITY LONG/SHORT8.937.31
PVG Dynamic Core ETF7.966.79
Wellington Hedged Alpha Opportunities6.926.12
Quantum Hedged Equity6.595.62
BP Emerging Markets Dynamic Equity7.275.61
WFAM Analytic Global Long/Short Eq5.765.07
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Leveraged Net Long1 year gross return1 year net return
PVG Tactical Core Strategy29.2227.69
JPM US Large Cap Core 130/30-Composite24.4123.55
UBS: US Equity Opportunity Unconstrained17.7017.56
LA Capital U.S. Large Cap Active Exten17.5716.88
Martingale 130/30 LargeCap Growth13.9513.38
Lazard Global 130/3014.2313.26
AQR Capital US Relaxed Constraint 408.107.50
MacKay Shields US Equity Opportunities5.514.88
AQR Capital Global RC 40(140/40)4.413.63
Martingale 130/30 LargeCap Core 5001.851.34
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Leveraged Net Long5 year gross return5 year net return
PVG Tactical Core Strategy18.0216.58
LA Capital U.S. Large Cap Active Exten15.1414.70
JPM US Large Cap Core 130/30-Composite15.2214.40
Martingale 130/30 LargeCap Growth13.8713.12
UBS: US Equity Opportunity Unconstrained13.2013.07
AQR Capital US Relaxed Constraint 4010.8610.21
Martingale Low Volatility Lg/Shrt LgCp+10.7410.01
MacKay Shields US Equity Opportunities10.129.46
Martingale 130/30 LargeCap Core 5009.999.26
Lazard Global 130/309.288.35
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Market Neutral1 year gross return1 year net return
JPM US Research Market Neutral-Composite14.3813.26
SSI Convertible Income8.987.94
Q3 Bull Cipher5.242.91
PSI Managed Volatility2.271.27
DCM Merger Arbitrage1.420.91
Copeland Risk Managed Dividend Growth-1.51-2.49
Acadian Multi-Asset Abs Return 6v Agg-3.64-4.60
Invesco US Market Neutral Equity-7.55-7.55
Convergence Market Neutral-11.78-12.70
PIMCO RAE Fundamental Advantage PLUS-12.85-13.62
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Market Neutral5 year gross return5 year net return
Copeland Risk Managed Dividend Growth6.455.38
SSI Convertible Income6.265.23
JPM US Research Market Neutral-Composite4.353.47
DCM Merger Arbitrage3.833.31
PSI Managed Volatility1.490.49
Convergence Market Neutral0.98-0.06
Invesco US Market Neutral Equity-2.29-2.29
PIMCO RAE Fundamental Advantage PLUS-1.55-2.42
PVG Loss Averse Equity Income-3.47-4.82
Martingale Equity Market Neutral-4.62-5.58
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


World Stock1 year gross return1 year net return
Baillie Gifford Long Term Global Growth104.36102.91
Evolutionary Tree Global Innovators97.9396.36
Sparrow World Total Return76.2474.32
Baron Global Advantage Strategy73.3571.95
Baillie Gifford Global Stewardship67.7866.89
Jennison Global Equity Opportunities65.8764.63
DSM Global Focus Equity60.0058.50
OFI Global Global Value58.1357.02
Morgan Stanley Global Opportunity56.4254.93
Morgan Stanley Developing Opportunity53.4752.49
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


World Stock5 year gross return5 year net return
Baillie Gifford Long Term Global Growth31.3830.47
Baron Global Advantage Strategy30.7430.16
Morgan Stanley Global Opportunity25.8324.59
Jennison Global Equity Opportunities23.7422.82
ARI Global Opportunities (ESG)22.1021.69
Sands Global Growth Eqty21.7520.74
T. Rowe Price Glb Focused Growth Equity21.1820.47
DSM Global Focus Equity21.1920.00
Sparrow World Total Return20.8919.83
Hardman Johnston Global Equity20.2919.47
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Foreign Large Value1 year gross return1 year net return
Dana International ADR Strategy11.5411.07
Aristotle Global Equity Advisory9.458.82
WGI Developed Markets Ex-U.S. Composite7.476.92
Weatherstone Int'l High Quality Growth7.956.13
1919 SRI International ADR Equity7.156.09
Acadian ACW ex-U.S. Equity Composite4.413.63
Columbia EAFE Core4.183.28
State Street Int’l Value Spotlight3.512.75
AllianzGI International Value3.352.48
QMA Int'l Equity Opps Composite2.682.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Foreign Large Value5 year gross return5 year net return
Aristotle Global Equity Advisory12.1311.54
Mondrian Global All Countries World Eq9.108.40
Acadian ACW ex-U.S. Equity Composite8.818.00
State Street Int’l Value Spotlight5.867.47
WGI Developed Markets Ex-U.S. Composite8.307.44
Acadian ACWI ex-US Value Composite7.476.67
Columbia EAFE Core7.306.43
MFS Blended Research - International5.505.08
Metis International Equity5.184.48
ARGA International Equity Strategy5.424.41
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Foreign Large Blend1 year gross return1 year net return
FT VMV Developed Markets ex US30.5728.95
Financial Trust Intl ValueMomentum26.2024.64
ARI EAFE25.2624.03
Int'l Alpha (ACWI Ex-US) Equities19.7819.17
Schroders International Alpha19.3218.17
Schroders International Alpha ADR18.2717.92
Morgan Stanley Active Intl Alloc19.0617.86
Thornburg International ADR Sep Acct17.6517.11
Ninety One International Franchise16.6916.18
Thornburg International Equity Sep Acct16.8716.00
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Foreign Large Blend5 year gross return5 year net return
ARI EAFE12.5212.13
Int'l Alpha (ACWI Ex-US) Equities11.0812.12
FT VMV Developed Markets ex US12.4711.08
Acadian Global Sustainable Eq Composite10.469.64
Schroders International Alpha10.409.38
Schroders International Equity9.408.69
Schroders International Alpha ADR8.978.68
WFAM International Equity CEF9.558.63
Acadian Non-U.S. Equity Composite9.138.32
Boston Advisors International Equity9.048.24
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Foreign Large Growth1 year gross return1 year net return
Baillie Gifford Intl Concentrated Growth82.7081.48
Baillie Gifford International Growth54.6453.71
Sands International Growth Equity Comp.51.7750.54
Jennison Intl Eq Opportunities Cmpst50.9850.00
Morgan Stanley International Opportunity49.6648.21
AllianzGI International Equity Growth49.5444.17
Thornburg International Growth Sep Acct34.6033.53
Alger International Focus Composite33.3432.50
Axiom International Equity Strategy33.1332.04
Calamos International Growth Composite33.2031.95
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Foreign Large Growth5 year gross return5 year net return
Baillie Gifford Intl Concentrated Growth28.0927.25
Morgan Stanley International Opportunity22.2120.99
Baillie Gifford International Growth20.1419.42
Jennison Intl Eq Opportunities Cmpst19.4518.85
Morgan Stanley International Advantage18.8717.66
AllianzGI International Equity Growth17.8416.29
WCM Focused Growth International ADR16.5115.77
WCM Inv Mgt Focused Growth Intl16.1715.43
Hardman Johnston Intl Eq14.5513.89
Lazard Global Quality Growth14.3613.70
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Foreign Small/Mid Value1 year gross return1 year net return
GlobeFlex International Micro Cap Cmpst16.5815.55
Mondrian Emerging Markets Small Cap Eq11.2910.00
Rice Hall James International Small Cap9.299.29
DCM Global Ex-US Small Cap Structured10.049.12
Metis Global Micro Cap Equity5.454.38
QMA International Small Cap Equity5.064.17
Runde Int'l Small-Cap Value4.363.82
Metis International Micro Cap Equity2.351.77
Causeway International Small Cap2.251.51
SSgA International Small Cap Active2.161.38
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Foreign Small/Mid Value5 year gross return5 year net return
DCM Global Ex-US Small Cap Structured9.118.19
Rice Hall James International Small Cap7.356.80
GlobeFlex International Micro Cap Cmpst7.766.80
Causeway International Small Cap6.235.29
Renaissance International Small Cap Eq4.844.13
LSV Asset Mgt Intl Sm-Cap Val Eq4.913.87
QMA International Small Cap Equity4.693.81
SSgA International Small Cap Active4.833.42
Metis Global Micro Cap Equity4.323.08
Mondrian Emerging Markets Small Cap Eq3.782.75
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Foreign Small/Mid Growth1 year gross return1 year net return
WCM International Small Cap Growth48.2547.22
Baillie Gifford Intl Smaller Companies41.6440.59
Wasatch Int'l Micro Cap Composite36.3134.67
Axiom International Small Cap Strategy34.4833.23
Rainier International Small Cap Equity33.1631.70
T. Rowe Price International Small-Cap Eq32.4831.28
Brown Capital Intl Small Company31.9830.95
Artisan Non-U.S. Small-Mid Growth Comp29.8128.49
Segall Bryant Fndtl Intl Small Cap28.6828.29
GW&K International Small Cap Strategy29.3628.11
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Foreign Small/Mid Growth5 year gross return5 year net return
WCM International Small Cap Growth22.4221.69
Brown Capital Intl Small Company19.9519.28
TH & B International Opportunities17.1415.82
Kayne Anderson Rudnick SC International16.5315.37
Wasatch Int'l Micro Cap Composite17.1215.36
GW&K International Small Cap Strategy15.5214.39
Axiom International Small Cap Strategy14.7213.63
Global Equity - Small Cap14.0613.08
T. Rowe Price International Small-Cap Eq14.1113.05
Segall Bryant Fndtl Intl Small Cap14.1913.05
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Latin America Stock1 year gross return1 year net return
Morgan Stanley Latin America Equity-21.94-22.66
T. Rowe Price Latin America Equity-22.49-23.17
Latin American Equity-29.32-30.02
Financial Trust Latin Value Momentum-40.84-41.57
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Latin America Stock5 year gross return5 year net return
T. Rowe Price Latin America Equity6.645.74
Morgan Stanley Latin America Equity4.523.82
Latin American Equity4.373.33
Financial Trust Latin Value Momentum-2.55-3.75
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Europe Stock1 year gross return1 year net return
Baillie Gifford Europe ex UK53.4852.64
Baillie Gifford Pan-Europe41.2240.40
T. Rowe Price Europe Smaller Comp Equity33.4132.55
NS Partners European Equity19.7618.99
T. Rowe Price Europe ex-UK Equity12.7612.19
PGI European Equity12.4411.96
T. Rowe Price Europe Equity10.8110.22
BNP Paribas Europe High Conviction Eqty9.669.21
Financial Trust Europe ValueMomentum10.008.64
Mellon Euroland Small Cap Equity7.676.60
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Europe Stock5 year gross return5 year net return
Baillie Gifford Europe ex UK16.9816.30
T. Rowe Price Europe Smaller Comp Equity12.1211.32
Baillie Gifford Pan-Europe11.9811.28
NS Partners European Equity8.768.10
T. Rowe Price Europe ex-UK Equity8.507.97
PGI European Equity8.407.93
Mellon Euroland Small Cap Equity8.467.42
Wellington Strategic European Equity7.887.10
Acadian European Equity Composite7.897.09
BNP Paribas Europe High Conviction Eqty6.395.96
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Japan Stock1 year gross return1 year net return
RBC Japan Equity31.8730.62
T. Rowe Price Japan Equity28.3527.67
Baillie Gifford Japan Growth19.3318.61
FIAM Japan Growth18.5217.59
Burgundy Focus Asian Composite17.2616.40
Burgundy Asian (All Cap) Composite16.9215.77
MFS Japan Equity13.9213.16
Baillie Gifford Japan All Cap13.1812.53
DS_ Japan Equity Fundamental Active10.9710.43
Lazard Japanese Equity7.006.69
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Japan Stock5 year gross return5 year net return
T. Rowe Price Japan Equity16.2815.65
Burgundy Focus Asian Composite14.9914.09
Burgundy Asian (All Cap) Composite15.2014.07
RBC Japan Equity15.0413.96
DS_ Japan Equity SmallCap Absolute Value14.0413.25
Baillie Gifford Japan Growth13.7613.09
Baillie Gifford Japan All Cap13.3912.68
FIAM Japan Growth10.049.17
MFS Japan Equity9.829.12
Lazard Japanese Equity8.748.40
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Pacific/Asia ex-Japan Stk1 year gross return1 year net return
Baillie Gifford Asia ex Japan51.0450.03
Morgan Stanley Asia Opportunity49.2647.62
AllianzGI Total Return Asia Equity47.8744.97
AllianzGI Asia-Pfc ex Japan Eq(Core Reg)32.4231.20
Fisher Investments Asia ex-Japan Equity25.4825.48
T. Rowe Price Asia ex-Japan Equity23.4822.62
RBC Asia Pacific ex Japan Equity19.0421.43
T. Rowe Price Asia Opportunities Eq Comp20.8320.01
RBC Asia ex Japan Equity18.5317.40
Morgan Stanley Asia Equity17.5417.24
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Pacific/Asia ex-Japan Stk5 year gross return5 year net return
Baillie Gifford Asia ex Japan19.2318.43
T. Rowe Price Asia Opportunities Eq Comp14.8514.05
AllianzGI Total Return Asia Equity15.2913.14
Ninety One Asia Pacific Ex Japan13.4312.70
T. Rowe Price Asia ex-Japan Equity13.4812.63
RBC Asia Pacific ex Japan Equity11.9112.36
Lazard Emg Markets Eq Blend Asia ADR12.8112.16
RBC Asia ex Japan Equity12.6711.62
MFS Asia Pacific ex Japan12.3511.52
MFS Asia ex Japan Equity12.3111.50
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Diversified Pacific/Asia1 year gross return1 year net return
Financial Trust Asia ValueMomentum49.8748.02
ARI Asia Pacific27.8126.51
Impax Asia-Pacific Strategy Composite25.2023.96
Sit Inv Pac Basin21.4420.37
Asia Pacific inc Japan Equity18.7317.55
Horizon Asia Institutional9.298.20
Asia Pacific Separately Mangaed Account4.954.24
State Street Asia Pac Value Spotlight1.630.94
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Diversified Pacific/Asia5 year gross return5 year net return
Financial Trust Asia ValueMomentum19.4417.97
ARI Asia Pacific15.9715.57
Impax Asia-Pacific Strategy Composite12.0910.98
Sit Inv Pac Basin11.5510.56
Asia Pacific inc Japan Equity11.5310.42
Asia Pacific Separately Mangaed Account9.909.02
State Street Asia Pac Value Spotlight9.458.79
Horizon Asia Institutional5.054.00
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Diversified Emerging Mkts1 year gross return1 year net return
Artisan Developing World Composite72.9371.20
Jennison Emerging Markets44.8743.88
Morgan Stanley Emerging Markets Leaders42.5941.52
Newton Emerging Markets42.5641.51
Sands Capital Emerging Markets Growth42.2241.14
Calamos Emerging Economies Composite42.6741.14
Champlain Emerging Markets Composite37.9236.69
William Blair Emerging Markets Growth33.4632.13
WCM Inv Mgt Emerging Markets32.5331.94
Putnam Emerging Markets Equity33.0431.80
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Diversified Emerging Mkts5 year gross return5 year net return
Artisan Developing World Composite24.9623.68
Jennison Emerging Markets17.2716.48
Sands Capital Emerging Markets Growth17.4916.24
JPM GEM Discovery-Composite15.9015.89
WCM Inv Mgt Emerging Markets15.8815.41
Baillie Gifford Emerging Markets Lead Co15.8114.89
Macquarie Emerging Markets Equity15.4214.28
Newton Emerging Markets14.8714.01
JPM GEM Focused-Composite14.8813.98
Putnam Emerging Markets Equity14.9013.80
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Global Real Estate1 year gross return1 year net return
Cohen & Steers European RE Composite USD6.856.03
PGI Real Estate Core Property1.180.02
Timbercreek Core International RE-1.77-2.15
Cohen & Steers Intl RE Securities Comp-3.62-4.23
Timbercreek Global Focused RE-4.45-4.93
American Century Global Real Estate-4.92-5.24
Janus Henderson Global Eq-Property Eq-3.97-5.81
Timbercreek Global Real Estate Core-5.87-6.19
Morgan Stanley Glbl Infrastructure Sec-5.68-6.33
Duff & Phelps Intl Real Estate Secs-6.03-6.94
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Global Real Estate5 year gross return5 year net return
Cohen & Steers Global Realty Focus Comp9.528.56
Cohen & Steers European RE Composite USD9.108.15
Timbercreek Global Focused RE8.587.96
Global REIT Income Preference7.797.06
Timbercreek Core International RE7.576.98
Janus Henderson Global Eq-Property Eq8.666.62
PGI Real Estate Core Property7.566.33
Morgan Stanley Glbl Infrastructure Sec7.306.28
American Century Global Real Estate6.806.15
Cohen & Steers Intl RE Securities Comp6.766.05
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


World Bond1 year gross return1 year net return
T. Rowe Price Global Agg Bond Strategy9.859.50
Wellington Opportunistic Fixed Income9.959.38
Loomis Sayles Global Debt Unconstrained9.429.05
Global Agg Bond in USD (HY Eligible)9.299.01
Global World Bond in USD (HY Eligible)8.738.44
Janus Henderson Global Multi-Sector Bond8.818.34
BlackRock Glbl Bond8.368.20
Mondrian Inv Glbl Fix-Inc8.568.08
WFAM International Bond8.408.07
Goldman Sachs Global Aggregate Plus8.697.69
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


World Bond5 year gross return5 year net return
MacKay Global Hi Yld Constrained Comp7.097.06
Wellington Opportunistic Fixed Income7.136.53
PGIM Fixed Income Global Total Return6.666.29
MFS Global Aggregate Opportunistic FI6.476.02
T. Rowe Price Gbl Invmt Grade Corp Bond5.945.63
PIMCO Global Aggregate Hedged5.565.13
PIMCO International Bond USD-Hedged5.545.01
Global Agg Bond in USD (HY Eligible)5.164.88
Global World Bond in USD (HY Eligible)5.134.86
UBS: Global Aggregate Bond5.014.80
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


High Yield Bond1 year gross return1 year net return
Weatherstone Managed High Yield14.2712.07
Diamond Hill High Yield10.5610.01
TCW High Yield8.838.10
Clark Navigator Fixed Inc TR7.747.74
Eagle Core Plus Fixed Income7.527.48
Clark Navigator Fixed Inc TR (Wells)7.747.36
Braver AIQ Tactical High Income8.657.03
Potomac High Yield Plus9.706.99
Weatherstone Income Plus8.976.93
Shenkman Capital Multi-Strategy Comp7.696.87
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


High Yield Bond5 year gross return5 year net return
Diamond Hill High Yield10.029.51
MacKay Select High Yield Composite8.627.93
Diamond Hill Corporate Credit8.097.61
T. Rowe Price US High Yield Bd (Phila.)8.147.59
Artisan High Income8.247.49
PineBridge High Yield Bond Composite7.897.43
MetLife Inv. Mgmt. High Yield Mid-Grade7.947.40
Capital Group Global High-Income Opp Cmp7.787.13
PGIM US Broad Market High Yield7.617.07
T. Rowe Price Global High Income Bd7.506.96
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Intermediate Government1 year gross return1 year net return
CS McKee Broad Government Fixed9.299.03
Northern Trust Government Index8.137.97
Mesirow Analytic Fixed Income - Core8.047.81
Great Lakes Core Government Only7.527.43
M.D. Sass Core Fix-Inc7.347.05
MFS US Government Fixed Income6.916.62
Intermediate Sustainable Fixed Income6.846.47
Breckinridge Intermediate Fixed Income6.846.47
SSgA Intermediate U.S. Govt Bond Index6.025.93
Northern Trust Intermediate Government6.085.92
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Intermediate Government5 year gross return5 year net return
Semper Active Mortgage-Backed Securities4.614.27
CS McKee Broad Government Fixed4.404.03
M.D. Sass Core Fix-Inc4.053.76
Great Lakes Core Government Only3.843.75
Mesirow Analytic Fixed Income - Core3.933.68
Northern Trust Government Index3.823.66
Columbia US Government Mortgage4.143.64
MFS US Government Fixed Income3.853.55
RBC Access Capital Community Investing3.392.97
Intermediate Government Fixed Income3.172.93
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Intermediate-Term Bond1 year gross return1 year net return
Reams Core Fixed Income15.1314.85
Brandywine Global U.S. Fixed Income12.3512.02
Toews All Equity Legacy12.6710.90
Jennison Active Core9.779.62
Capital Group U.S. Core FI Composite9.539.43
FIAM Broad Market Duration Composite9.719.41
WFAM U.S. Aggregate Income Focus9.649.31
Integrity Core Aggregate9.439.16
IR+M Gov/Credit9.489.15
EARNEST Fixed Income Long Duration9.388.99
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Intermediate-Term Bond5 year gross return5 year net return
Brandywine Global U.S. Fixed Income8.598.27
BBH Core Fixed Income6.686.41
EARNEST Fixed Income Long Duration6.676.29
AB US Investment Grade Corporates6.556.29
Spectrum Preferred Securities6.336.09
Reams Core Fixed Income5.905.64
BlackRock Corporates5.735.55
Invesco Core Plus Composite5.805.43
FIAM Broad Market Duration Composite5.715.42
WFAM U.S. Aggregate Income Focus5.725.41
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Short Government1 year gross return1 year net return
Capital Group PCS Core Bond Composite7.297.29
Federated Hermes Short-Interm U.S. Gov6.486.17
PNC Cap Adv Intermediate U.S. Government5.935.66
Atlanta High Quality Intermediate5.795.42
Sterling Intermediate Government SMA5.915.28
M.D. Sass 3-Year FI5.565.11
Eagle Government Securities Inst5.544.96
Sterling Short Term Government SMA4.724.37
Thornburg Limited Term U.S. Government4.634.24
Sit Inv Short Dur Strat4.574.15
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Short Government5 year gross return5 year net return
Capital Group PCS Core Bond Composite3.593.59
Morgan Stanley U.S. Mortgage3.173.01
Atlanta High Quality Intermediate3.112.75
M.D. Sass 3-Year FI3.142.73
Sit Inv Short Dur Strat3.092.68
PNC Cap Adv Intermediate U.S. Government2.832.58
Federated Hermes Short-Interm U.S. Gov2.892.58
Eagle Government Securities Inst2.942.34
Thornburg Limited Term U.S. Government2.692.31
Sterling Intermediate Government SMA2.862.19
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Short-Term Bond1 year gross return1 year net return
Reams Intermediate Fixed Income9.429.16
BlackRock Core Bond Enhcd Idx8.268.14
BlackRock Core PLUS8.107.96
Wellington Intermediate Bond7.987.72
Buckhead Intermediate Taxable Fixed7.817.63
Ziegler Cap Intermediate Fixed Income8.037.60
Thornburg Limited Term Income Sep Acct7.587.22
Reinhart Active Interm Catholic Values7.237.04
PNC Cap Adv Interm Govt/Credit Fixed Inc7.417.03
WFAM U.S. Intermediate Income Focus7.196.88
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Short-Term Bond5 year gross return5 year net return
BlackRock Core PLUS4.724.57
BlackRock Core Bond Enhcd Idx4.664.56
Aegon Structured Finance4.724.41
Templeton Taxable Municipal Intermediate4.584.32
Manulife IM Strategic Fixed Income Opp4.624.20
Dodge & Cox Intermediate FI Composite4.374.06
Reams Intermediate Fixed Income4.314.06
WFAM U.S. Intermediate Income Focus4.364.05
Madison Corporate Bond Ladder 1-10 Yr4.214.00
Thornburg Limited Term Income Sep Acct4.323.97
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Ultrashort Bond1 year gross return1 year net return
Janus Henderson Short Duration Bond4.593.98
DBF Short Duration Govt/Agency4.293.75
Federated Hermes Low Duration Broad3.723.50
Lazard US Short Duration Fixed Income3.373.12
Schroders Enhanced Securitized3.482.97
Sterling Enhanced Cash Institutional3.002.86
Morgan Stanley U.S. Short Duration2.892.84
PIMCO Short Term3.132.66
RBC US Ultra Short Duration: Full Style2.872.66
Federated Hermes Active Cash Broad2.772.61
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Ultrashort Bond5 year gross return5 year net return
Schroders Enhanced Securitized4.393.87
FIAM Leveraged Loan Composite4.163.65
Federated Hermes Low Duration Broad2.862.58
Federated Hermes Trade Finance3.372.49
PIMCO Short Term2.902.46
RBC US Ultra Short Duration: Full Style2.602.40
Federated Hermes Active Cash Broad2.512.31
Janus Henderson Short Duration Bond2.822.23
Winthrop Ultra-Short Fixed Income2.722.15
Calvert Ultra-Short Duration Bond2.342.09
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Long Government1 year gross return1 year net return
Aegon Long US Treasury Strips21.6521.51
NISA 15+ STRIPS Fixed Income Composite20.8220.71
Barrow Hanley Extended Duration20.5720.28
Hoisington Inv Mgt Macroeconomic FI Comp18.3518.13
PIMCO Long Bond Extended Duration17.4917.05
SSgA Long U.S. Govt Bond Index Strategy16.2516.12
PIMCO Long Duration Treasury16.6116.03
DoubleLine Long Duration Total Return13.2412.35
Sterling Full Term Govt Credit SMA Wrap8.487.94
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Long Government5 year gross return5 year net return
Barrow Hanley Extended Duration11.2811.01
PIMCO Long Bond Extended Duration11.3910.98
NISA 15+ STRIPS Fixed Income Composite10.8710.69
Hoisington Inv Mgt Macroeconomic FI Comp9.289.06
SSgA Long U.S. Govt Bond Index Strategy8.148.07
PIMCO Long Duration Treasury8.417.88
DoubleLine Long Duration Total Return7.636.73
Sterling Full Term Govt Credit SMA Wrapn/an/a
Aegon Long US Treasury Stripsn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Long-Term Bond1 year gross return1 year net return
AXA Inv Mgrs US Inv Grade Corp9.5517.77
IR+M Long Government Credit16.4116.07
Jennison Active Long Gov/Credit15.9715.79
Barrow Hanley Long Government/Credit16.0815.67
Loomis Sayles Long Dur Government/Credit15.8215.57
Capital Group Long Crd 75%/Gov 25% Comp15.5715.53
Reams Long Duration Fixed Income15.5115.36
Camden Long Duration (Govt/Credit) Comp17.4315.32
MetLife Inv. Mgmt. Long Duration G/C15.2614.92
Schroders Value Long Duration15.0314.84
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Long-Term Bond5 year gross return5 year net return
PIMCO Long Term Bond - Long Credit10.5010.21
Capital Group Long Crd 75%/Gov 25% Comp10.0410.03
MetLife Inv. Mgmt. Long Duration G/C10.259.92
Reams Long Duration Fixed Income9.969.82
PIMCO Long Term Bond Full Authority10.029.77
Dodge & Cox Long Duration FI Composite10.129.74
Loomis Sayles Long Dur Government/Credit9.929.68
Baird Advisors Long Govt Credit Bond9.819.66
Camden Long Duration (Govt/Credit) Comp10.049.38
Jennison Active Long Gov/Credit9.539.34
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Multisector Bond1 year gross return1 year net return
Loomis Sayles Multi-Sector Full Discretn10.4010.04
BW Global Multi-Sector Income (fka GITR)9.368.76
TCW Global Fixed Income9.148.44
DCM Core Fixed Income7.276.93
Guggenheim Fixed Income6.886.88
Cincinnati Asset Mgt Broad Mkt7.006.73
AB US Core Fixed Income6.936.55
Thornburg Multisector Opportun Sep Acct7.036.39
MetLife Inv. Mgmt. Multi-Sector6.746.32
Fort Washington Flexible Income6.276.25
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Multisector Bond5 year gross return5 year net return
Herzfeld Fixed Income Composite8.948.09
PIMCO Diversified Income7.807.07
BW Global Multi-Sector Income (fka GITR)7.626.96
Loomis Sayles Multi-Sector Full Discretn7.076.72
Newfleet Global Multi-Sector Income Comp8.116.66
Guggenheim Fixed Income6.276.04
MetLife Inv. Mgmt. Multi-Sector6.205.79
FIAM Tactical Bond6.125.70
Federated Hermes Strategic Multi-Sector5.985.61
Thornburg Multisector Opportun Sep Acct6.225.57
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


High Yield Bond1 year gross return1 year net return
Weatherstone Managed High Yield14.2712.07
Diamond Hill High Yield10.5610.01
TCW High Yield8.838.10
Clark Navigator Fixed Inc TR7.747.74
Eagle Core Plus Fixed Income7.527.48
Clark Navigator Fixed Inc TR (Wells)7.747.36
Braver AIQ Tactical High Income8.657.03
Potomac High Yield Plus9.706.99
Weatherstone Income Plus8.976.93
Shenkman Capital Multi-Strategy Comp7.696.87
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


High Yield Bond5 year gross return5 year net return
Diamond Hill High Yield10.029.51
MacKay Select High Yield Composite8.627.93
Diamond Hill Corporate Credit8.097.61
T. Rowe Price US High Yield Bd (Phila.)8.147.59
Artisan High Income8.247.49
PineBridge High Yield Bond Composite7.897.43
MetLife Inv. Mgmt. High Yield Mid-Grade7.947.40
Capital Group Global High-Income Opp Cmp7.787.13
PGIM US Broad Market High Yield7.617.07
T. Rowe Price Global High Income Bd7.506.96
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Intermediate Government1 year gross return1 year net return
CS McKee Broad Government Fixed9.299.03
Northern Trust Government Index8.137.97
Mesirow Analytic Fixed Income - Core8.047.81
Great Lakes Core Government Only7.527.43
M.D. Sass Core Fix-Inc7.347.05
MFS US Government Fixed Income6.916.62
Intermediate Sustainable Fixed Income6.846.47
Breckinridge Intermediate Fixed Income6.846.47
SSgA Intermediate U.S. Govt Bond Index6.025.93
Northern Trust Intermediate Government6.085.92
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Intermediate Government5 year gross return5 year net return
Semper Active Mortgage-Backed Securities4.614.27
CS McKee Broad Government Fixed4.404.03
M.D. Sass Core Fix-Inc4.053.76
Great Lakes Core Government Only3.843.75
Mesirow Analytic Fixed Income - Core3.933.68
Northern Trust Government Index3.823.66
Columbia US Government Mortgage4.143.64
MFS US Government Fixed Income3.853.55
RBC Access Capital Community Investing3.392.97
Intermediate Government Fixed Income3.172.93
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Intermediate-Term Bond1 year gross return1 year net return
Reams Core Fixed Income15.1314.85
Brandywine Global U.S. Fixed Income12.3512.02
Toews All Equity Legacy12.6710.90
Jennison Active Core9.779.62
Capital Group U.S. Core FI Composite9.539.43
FIAM Broad Market Duration Composite9.719.41
WFAM U.S. Aggregate Income Focus9.649.31
Integrity Core Aggregate9.439.16
IR+M Gov/Credit9.489.15
EARNEST Fixed Income Long Duration9.388.99
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Intermediate-Term Bond5 year gross return5 year net return
Brandywine Global U.S. Fixed Income8.598.27
BBH Core Fixed Income6.686.41
EARNEST Fixed Income Long Duration6.676.29
AB US Investment Grade Corporates6.556.29
Spectrum Preferred Securities6.336.09
Reams Core Fixed Income5.905.64
BlackRock Corporates5.735.55
Invesco Core Plus Composite5.805.43
FIAM Broad Market Duration Composite5.715.42
WFAM U.S. Aggregate Income Focus5.725.41
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Short Government1 year gross return1 year net return
Capital Group PCS Core Bond Composite7.297.29
Federated Hermes Short-Interm U.S. Gov6.486.17
PNC Cap Adv Intermediate U.S. Government5.935.66
Atlanta High Quality Intermediate5.795.42
Sterling Intermediate Government SMA5.915.28
M.D. Sass 3-Year FI5.565.11
Eagle Government Securities Inst5.544.96
Sterling Short Term Government SMA4.724.37
Thornburg Limited Term U.S. Government4.634.24
Sit Inv Short Dur Strat4.574.15
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Short Government5 year gross return5 year net return
Capital Group PCS Core Bond Composite3.593.59
Morgan Stanley U.S. Mortgage3.173.01
Atlanta High Quality Intermediate3.112.75
M.D. Sass 3-Year FI3.142.73
Sit Inv Short Dur Strat3.092.68
PNC Cap Adv Intermediate U.S. Government2.832.58
Federated Hermes Short-Interm U.S. Gov2.892.58
Eagle Government Securities Inst2.942.34
Thornburg Limited Term U.S. Government2.692.31
Sterling Intermediate Government SMA2.862.19
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Short-Term Bond1 year gross return1 year net return
Reams Intermediate Fixed Income9.429.16
BlackRock Core Bond Enhcd Idx8.268.14
BlackRock Core PLUS8.107.96
Wellington Intermediate Bond7.987.72
Buckhead Intermediate Taxable Fixed7.817.63
Ziegler Cap Intermediate Fixed Income8.037.60
Thornburg Limited Term Income Sep Acct7.587.22
Reinhart Active Interm Catholic Values7.237.04
PNC Cap Adv Interm Govt/Credit Fixed Inc7.417.03
WFAM U.S. Intermediate Income Focus7.196.88
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Short-Term Bond5 year gross return5 year net return
BlackRock Core PLUS4.724.57
BlackRock Core Bond Enhcd Idx4.664.56
Aegon Structured Finance4.724.41
Templeton Taxable Municipal Intermediate4.584.32
Manulife IM Strategic Fixed Income Opp4.624.20
Dodge & Cox Intermediate FI Composite4.374.06
Reams Intermediate Fixed Income4.314.06
WFAM U.S. Intermediate Income Focus4.364.05
Madison Corporate Bond Ladder 1-10 Yr4.214.00
Thornburg Limited Term Income Sep Acct4.323.97
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Ultrashort Bond1 year gross return1 year net return
Janus Henderson Short Duration Bond4.593.98
DBF Short Duration Govt/Agency4.293.75
Federated Hermes Low Duration Broad3.723.50
Lazard US Short Duration Fixed Income3.373.12
Schroders Enhanced Securitized3.482.97
Sterling Enhanced Cash Institutional3.002.86
Morgan Stanley U.S. Short Duration2.892.84
PIMCO Short Term3.132.66
RBC US Ultra Short Duration: Full Style2.872.66
Federated Hermes Active Cash Broad2.772.61
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Ultrashort Bond5 year gross return5 year net return
Schroders Enhanced Securitized4.393.87
FIAM Leveraged Loan Composite4.163.65
Federated Hermes Low Duration Broad2.862.58
Federated Hermes Trade Finance3.372.49
PIMCO Short Term2.902.46
RBC US Ultra Short Duration: Full Style2.602.40
Federated Hermes Active Cash Broad2.512.31
Janus Henderson Short Duration Bond2.822.23
Winthrop Ultra-Short Fixed Income2.722.15
Calvert Ultra-Short Duration Bond2.342.09
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Long Government1 year gross return1 year net return
Aegon Long US Treasury Strips21.6521.51
NISA 15+ STRIPS Fixed Income Composite20.8220.71
Barrow Hanley Extended Duration20.5720.28
Hoisington Inv Mgt Macroeconomic FI Comp18.3518.13
PIMCO Long Bond Extended Duration17.4917.05
SSgA Long U.S. Govt Bond Index Strategy16.2516.12
PIMCO Long Duration Treasury16.6116.03
DoubleLine Long Duration Total Return13.2412.35
Sterling Full Term Govt Credit SMA Wrap8.487.94
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Long Government5 year gross return5 year net return
Barrow Hanley Extended Duration11.2811.01
PIMCO Long Bond Extended Duration11.3910.98
NISA 15+ STRIPS Fixed Income Composite10.8710.69
Hoisington Inv Mgt Macroeconomic FI Comp9.289.06
SSgA Long U.S. Govt Bond Index Strategy8.148.07
PIMCO Long Duration Treasury8.417.88
DoubleLine Long Duration Total Return7.636.73
Sterling Full Term Govt Credit SMA Wrapn/an/a
Aegon Long US Treasury Stripsn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Long-Term Bond1 year gross return1 year net return
AXA Inv Mgrs US Inv Grade Corp9.5517.77
IR+M Long Government Credit16.4116.07
Jennison Active Long Gov/Credit15.9715.79
Barrow Hanley Long Government/Credit16.0815.67
Loomis Sayles Long Dur Government/Credit15.8215.57
Capital Group Long Crd 75%/Gov 25% Comp15.5715.53
Reams Long Duration Fixed Income15.5115.36
Camden Long Duration (Govt/Credit) Comp17.4315.32
MetLife Inv. Mgmt. Long Duration G/C15.2614.92
Schroders Value Long Duration15.0314.84
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Long-Term Bond5 year gross return5 year net return
PIMCO Long Term Bond - Long Credit10.5010.21
Capital Group Long Crd 75%/Gov 25% Comp10.0410.03
MetLife Inv. Mgmt. Long Duration G/C10.259.92
Reams Long Duration Fixed Income9.969.82
PIMCO Long Term Bond Full Authority10.029.77
Dodge & Cox Long Duration FI Composite10.129.74
Loomis Sayles Long Dur Government/Credit9.929.68
Baird Advisors Long Govt Credit Bond9.819.66
Camden Long Duration (Govt/Credit) Comp10.049.38
Jennison Active Long Gov/Credit9.539.34
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Multisector Bond1 year gross return1 year net return
Loomis Sayles Multi-Sector Full Discretn10.4010.04
BW Global Multi-Sector Income (fka GITR)9.368.76
TCW Global Fixed Income9.148.44
DCM Core Fixed Income7.276.93
Guggenheim Fixed Income6.886.88
Cincinnati Asset Mgt Broad Mkt7.006.73
AB US Core Fixed Income6.936.55
Thornburg Multisector Opportun Sep Acct7.036.39
MetLife Inv. Mgmt. Multi-Sector6.746.32
Fort Washington Flexible Income6.276.25
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Multisector Bond5 year gross return5 year net return
Herzfeld Fixed Income Composite8.948.09
PIMCO Diversified Income7.807.07
BW Global Multi-Sector Income (fka GITR)7.626.96
Loomis Sayles Multi-Sector Full Discretn7.076.72
Newfleet Global Multi-Sector Income Comp8.116.66
Guggenheim Fixed Income6.276.04
MetLife Inv. Mgmt. Multi-Sector6.205.79
FIAM Tactical Bond6.125.70
Federated Hermes Strategic Multi-Sector5.985.61
Thornburg Multisector Opportun Sep Acct6.225.57
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Inflation-Protected Bond1 year gross return1 year net return
PIMCO Real Ret Asset Long Duration23.6723.06
PIMCO Real Return Medium Authority11.3011.02
BlackRock TIPS PLUS11.0310.94
PIMCO Real Return Full Authority11.4510.88
BNP Paribas InflationLinkedBonds U.S.10.8310.61
Neuberger Berman TIPS10.5810.53
BlackRock TIPS (Treasury Infl-Protected)10.2910.17
Mellon US TIPS Barclays10.2610.15
Northern Trust TIPS10.2210.11
IR+M TIPS10.1910.08
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Inflation-Protected Bond5 year gross return5 year net return
PIMCO Real Ret Asset Long Duration10.209.61
Neuberger Berman TIPS4.894.85
PIMCO Real Return Full Authority5.334.82
PIMCO Real Return Medium Authority5.084.81
BlackRock TIPS PLUS4.754.65
Mellon US TIPS Barclays4.694.62
BNP Paribas InflationLinkedBonds U.S.4.884.60
Northern Trust TIPS4.674.59
IR+M TIPS4.664.56
BlackRock TIPS (Treasury Infl-Protected)4.674.56
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Stable Value1 year gross return1 year net return
NISA Stable Value2.892.64
PIMCO Stable Value2.762.51
Putnam Stable Value Composite2.672.43
Invesco Stable Value2.482.28
Mellon Stable Value2.372.27
Galliard Stable Value Composite2.552.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Stable Value5 year gross return5 year net return
PIMCO Stable Value2.962.70
NISA Stable Value2.842.59
Mellon Stable Value2.292.18
Putnam Stable Value Composite2.372.12
Invesco Stable Value2.322.12
Galliard Stable Value Composite2.301.91
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Convertibles1 year gross return1 year net return
Lord Abbett & Co. Convertibles47.8446.31
AllianzGI Convertibles39.4738.87
Calamos Instl Convertible Composite35.3634.40
SSI Convertible Investment Strategy32.7432.02
Invesco Convertible Securities29.0028.24
Advent Balanced Convertible Strategy28.1227.49
Calamos Global Convertible Composite28.4326.73
Westwood Strategic Global Convertible26.4925.70
Palisade Convertible Securities Comp25.6124.90
MacKay Shields Convertibles23.4022.79
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Convertibles5 year gross return5 year net return
Lord Abbett & Co. Convertibles17.6816.47
AllianzGI Convertibles16.5316.00
Calamos Instl Convertible Composite14.2813.48
SSI Convertible Investment Strategy13.3412.76
MacKay Shields Convertibles12.7712.21
Gabelli Asset Mgt Convertibles Strategy12.9212.14
Advent Balanced Convertible Strategy12.4611.93
Palisade Convertible Securities Comp12.3711.76
Invesco Convertible Securities12.1911.52
SSI Inv Grade Convert Strat12.3011.40
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Emerging Markets Bond1 year gross return1 year net return
Wellington Emerging Markets Debt7.997.35
Blackrock Emerging Mkts Debt Corp Bond6.876.87
VanEck Emerging Markets Bond6.515.87
Lazard EM Debt - Corporate Broad6.255.66
Stone Harbor Emerging Mkts Corp Dbt Cor6.035.59
Lazard EM Debt - Total Return6.215.33
PGI Emerging Market Broad5.054.53
MFS Emerging Markets Debt4.934.34
Capital Group EM Debt (USD) Composite4.314.31
Western Asset EM Diversified4.193.78
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Emerging Markets Bond5 year gross return5 year net return
Blackrock Emerging Mkts Debt Corp Bond7.577.57
Capital Group EM Debt (USD) Composite7.427.42
PIMCO Emg Mkts External Bond Full Auth8.157.28
TIAA-CREF Emerging Markets Debt7.867.23
Finisterre EMTR Composite8.037.17
T. Rowe Price Emerging Markets Corp Bd7.677.09
Global Evolution Frontier Markets8.407.06
Manulife IM Emerging Markets Debt7.406.76
MIM Emerging Markets Debt Corporate7.216.67
TCW Emerging Markets Fixed Income7.166.63
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


World Allocation1 year gross return1 year net return
Calamos Global Opportunities Composite25.5824.86
3D ESG Equity18.9718.36
THG Balanced Aggressive18.1017.23
ICON - SBI Global Moderate17.2915.68
Cadinha GPS6013.0012.89
CW Frontier Asset Mgmt Focused Opp.12.2410.86
Invesco International Dvrs Blend SMA10.8310.83
Leuthold Global Tactical ETF Portfolio10.7410.69
Sterling AS Growth (All Funds)9.889.72
WST All Equity11.679.55
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


World Allocation5 year gross return5 year net return
Morgan Stanley Glbl Tactical Asset Alloc10.8210.49
Calamos Global Opportunities Composite11.0910.34
Cadinha GPS6010.409.83
ICON - SBI Global Moderate10.699.26
THG Balanced Aggressive9.578.76
Sterling AS Growth (All Funds)8.778.00
RiverFront ETF Dynamic Equity Income9.587.87
WST All Equity10.227.80
Innealta Global All Asset Opp Growth7.777.56
Frontier Asset Mgmt Focused Opp8.347.55
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Conservative Allocation1 year gross return1 year net return
MCA Conservative Portfolios21.6920.78
Fairfax All Weather Permanent Portfolio21.9119.64
AllianzGI Income & Growth18.1917.62
Manning&Napier Growth Reduced Volatility13.9813.06
WestEnd Advisors Global Conservative10.8110.53
Appleton Group Age-Based 60+11.4810.39
ASAP Balanced Strategy10.139.87
Putnam Conservative Growth Model9.399.39
Sterling AS Income & Growth (All Funds)9.399.23
Peavine Capital Moderate9.518.98
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Conservative Allocation5 year gross return5 year net return
MCA Conservative Portfolios14.8213.95
AllianzGI Income & Growth11.0910.60
Copeland Large Cap Div Growth Balanced11.589.94
Clark Navigator MultiStrategy 50-509.489.48
TSW Multi-Asset Income8.878.53
Winans Balanced 50/50 Composite9.118.40
Fairfax All Weather Permanent Portfolio10.418.30
Manning&Napier Growth Reduced Volatility8.347.54
ASAP Balanced Strategy7.787.52
Washington Crossing Conquest Balanced7.787.52
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Moderate Allocation1 year gross return1 year net return
MCA Balanced Portfolios31.5630.80
Montag & Caldwell Balanced23.9923.34
Legg Mason LCG Bal Tax 60/40 SMA22.2718.75
Severin Conservative Growth20.9818.72
Sit Inv Balanced18.4417.56
1919 SRI Balanced17.3916.81
Congress Asset Mgt Balanced17.2816.72
Johnson Institutional Mgt Enhanced Index16.4316.10
Manning & Napier Equity-Focused Blend16.8316.02
Granite Balanced16.5315.78
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Moderate Allocation5 year gross return5 year net return
MCA Balanced Portfolios17.6516.89
Johnson Institutional Mgt Enhanced Index14.7414.39
Congress Asset Mgt Balanced13.1312.50
WJA Equity Oriented (Balanced) Composite13.2512.44
Montag & Caldwell Balanced12.2911.85
Janus Henderson Balanced11.9111.34
Granite Balanced11.7911.06
Sit Inv Balanced11.8511.02
1919 SRI Balanced11.5310.98
Winans Balanced 75/25 Composite11.3010.56
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2000-20101 year gross return1 year net return
FIAM Blend Target Date 2010 Composite8.348.00
FIAM Index Target Date 2010 Composite8.117.93
Capital Group 2010 Target Date Ret Comp7.447.44
FIAM Index Target Date 2005 Composite7.487.31
FIAM Blend Target Date 2005 Composite7.487.14
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2000-20105 year gross return5 year net return
Capital Group 2010 Target Date Ret Comp7.147.14
FIAM Blend Target Date 2010 Composite7.397.12
FIAM Index Target Date 2010 Composite7.066.95
FIAM Blend Target Date 2005 Composite6.646.37
FIAM Index Target Date 2005 Composite6.296.22
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2011-20151 year gross return1 year net return
FIAM Blend Target Date 2015 Composite9.188.84
FIAM Index Target Date 2015 Composite8.718.56
Capital Group 2015 Target Date Ret Comp7.747.74
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2011-20155 year gross return5 year net return
FIAM Blend Target Date 2015 Composite8.137.86
FIAM Index Target Date 2015 Composite7.837.72
Capital Group 2015 Target Date Ret Comp7.497.49
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2016-20201 year gross return1 year net return
FIAM Blend Target Date 2020 Composite9.929.57
FIAM Index Target Date 2020 Composite9.219.06
Capital Group 2020 Target Date Ret Comp8.888.88
Q3 Voyage Target 20200.30-0.20
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2016-20205 year gross return5 year net return
FIAM Blend Target Date 2020 Composite8.648.37
FIAM Index Target Date 2020 Composite8.368.26
Capital Group 2020 Target Date Ret Comp8.148.14
Q3 Voyage Target 2020n/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2021-20251 year gross return1 year net return
Capital Group 2025 Target Date Ret Comp11.3411.34
FIAM Blend Target Date 2025 Composite10.3810.03
FIAM Index Target Date 2025 Composite9.599.40
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2021-20255 year gross return5 year net return
Capital Group 2025 Target Date Ret Comp9.319.31
FIAM Blend Target Date 2025 Composite9.118.83
FIAM Index Target Date 2025 Composite8.878.76
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2026-20301 year gross return1 year net return
Capital Group 2030 Target Date Ret Comp12.1712.17
FIAM Blend Target Date 2030 Composite11.0810.73
FIAM Index Target Date 2030 Composite10.059.89
Q3 Voyage Target 20302.902.39
Northern Trust Goal Engineer 2030 Model2.42n/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2026-20305 year gross return5 year net return
Capital Group 2030 Target Date Ret Comp10.3810.38
FIAM Index Target Date 2030 Composite9.919.81
FIAM Blend Target Date 2030 Composite10.069.79
Q3 Voyage Target 2030n/an/a
Northern Trust Goal Engineer 2030 Modeln/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2031-20351 year gross return1 year net return
Capital Group 2035 Target Date Ret Comp13.9213.92
FIAM Blend Target Date 2035 Composite11.7311.38
FIAM Index Target Date 2035 Composite10.3210.19
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2031-20355 year gross return5 year net return
Capital Group 2035 Target Date Ret Comp11.4311.43
FIAM Index Target Date 2035 Composite10.5810.48
FIAM Blend Target Date 2035 Composite10.6710.39
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2036-20401 year gross return1 year net return
Capital Group 2040 Target Date Ret Comp14.5614.56
FIAM Blend Target Date 2040 Composite12.0911.73
FIAM Index Target Date 2040 Composite10.4710.30
Q3 Voyage Target 20406.816.28
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2036-20405 year gross return5 year net return
Capital Group 2040 Target Date Ret Comp11.7911.79
FIAM Index Target Date 2040 Composite10.6210.52
FIAM Blend Target Date 2040 Composite10.6810.40
Q3 Voyage Target 2040n/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2041-20451 year gross return1 year net return
Capital Group 2045 Target Date Ret Comp14.7314.73
FIAM Blend Target Date 2045 Composite12.0311.67
FIAM Index Target Date 2045 Composite10.4710.29
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Target Date 2041-20455 year gross return5 year net return
Capital Group 2045 Target Date Ret Comp11.9611.96
FIAM Index Target Date 2045 Composite10.6210.51
FIAM Blend Target Date 2045 Composite10.6510.38
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Retirement Income1 year gross return1 year net return
FIAM Index Target Date Income Composite7.086.90
FIAM Blend Target Date Income Composite6.966.60
Morningstar Ret Inc Ultra Short - BNY5.063.70
Morningstar Ret Inc Short-Range - BNY5.063.70
Morningstar Ret Inc Short-Range - TDA5.263.69
Morningstar Ret Inc Ultra Short - TDA5.073.50
Morningstar Ret Inc Mid-Range - TDA4.302.74
Morningstar Ret Inc Mid-Range - BNY4.042.70
Morningstar Ret Inc Long-Range - TDA3.191.65
Morningstar Ret Inc Long-Range - BNY2.921.58
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020


Retirement Income5 year gross return5 year net return
FIAM Blend Target Date Income Composite5.765.49
FIAM Index Target Date Income Composite5.385.27
Morningstar Ret Inc Long-Range - BNY5.493.98
Morningstar Ret Inc Long-Range - TDA5.413.84
Morningstar Ret Inc Mid-Range - BNY5.293.79
Texas Retirement Income Strategy4.833.75
Horizon Real Spend 74.873.67
Horizon Real Spend 54.723.53
HW Dividend Income4.363.53
Horizon Real Spend 44.623.52
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
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