Large Blend | 1 year gross return | 1 year net return |
---|---|---|
Sparrow Large Cap | 39.64 | 38.68 |
Profit Inv Mgt (PIM) Profit Social | 34.16 | 33.95 |
Fisher US Total Return | 34.02 | 33.68 |
DWA Environment Strategy | 31.81 | 30.71 |
GCM Large Cap Value | 28.21 | 27.08 |
FIAM Focused Large Cap Growth | 26.33 | 25.72 |
Fisher Global Total Return | 27.33 | 25.63 |
SFE All-Cap Core Growth & Income | 27.54 | 25.41 |
GCI Select Equity | 26.41 | 25.09 |
Fairfax Global Trends ETF Strategy | 27.21 | 25.01 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Large Blend | 5 year gross return | 5 year net return |
---|---|---|
Euclid Advisory Large Cap Growth | 19.54 | 18.13 |
Fisher US Total Return | 18.29 | 17.97 |
Profit Inv Mgt (PIM) Profit Social | 17.56 | 16.90 |
Mellon Dynamic US Equity Composite | 17.18 | 16.68 |
BFM High Quality Dividend Appreciation | 17.30 | 16.43 |
Pioneer US Large Core Equity | 16.71 | 16.00 |
Stance Equity | 16.91 | 16.00 |
FIAM Focused Large Cap Growth | 16.86 | 15.96 |
DL Carlson US Equity | 16.30 | 15.89 |
VanEck Morningstar Wide Moat | 16.29 | 15.74 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Mid-Cap Blend | 1 year gross return | 1 year net return |
---|---|---|
Congress SMID Growth | 34.87 | 34.34 |
Alamar Equity | 24.73 | 23.55 |
Old West All Cap Opportunity | 20.84 | 19.70 |
HIS Horizon Enh Socially Responsible | 18.66 | 17.23 |
Janus Henderson US Opportunistic Alpha | 17.13 | 16.38 |
Triboro All Cap | 15.83 | 15.83 |
Day Hagan/Ned Davis Rsch Smart Sector | 16.46 | 15.57 |
SFE Pathways™ (SRI) All-Cap Composite | 13.93 | 13.48 |
Investment Management of Virginia Opport | 13.53 | 12.96 |
Northern Trust Extended Eq Market Idx | 12.78 | 12.62 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Mid-Cap Blend | 5 year gross return | 5 year net return |
---|---|---|
TrimTabs All Cap US Free Cash Flow | 14.23 | 13.54 |
The London Co Mid Cap | 13.82 | 13.36 |
EARNEST Mid Cap Core | 14.46 | 13.30 |
Argent Mid Cap Equity Composite | 13.21 | 12.93 |
Alamar Equity | 13.89 | 12.78 |
EARNEST Small/Mid Cap Core | 13.31 | 12.18 |
SFE Pathways™ (SRI) All-Cap Composite | 12.54 | 11.95 |
Scout Mid Cap Equity | 12.73 | 11.84 |
Fisher Mid Cap Value | 12.57 | 11.76 |
Parnassus Mid Cap Composite | 12.17 | 11.37 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Small Blend | 1 year gross return | 1 year net return |
---|---|---|
AllianzGI Rising Disruptors MA | 92.22 | 92.22 |
Harvey Partners Long Only Equity | 26.17 | 24.93 |
Old West Small/Mid Cap Growth | 21.68 | 20.64 |
Ironwood Inv Mgt Conc Small Cap Val | 20.16 | 18.96 |
Ironwood Inv Mgt Small Cap Core | 18.23 | 17.04 |
Investment Management of Virginia Sm Cap | 13.64 | 13.04 |
PGI U.S. Small Cap Select Equity | 11.30 | 10.71 |
Ironwood Micro Cap | 11.20 | 10.10 |
Wellington Small Companies | 10.09 | 9.09 |
Eagle SMID Cap ESG Select (Vermont Team) | 8.53 | 7.85 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Small Blend | 5 year gross return | 5 year net return |
---|---|---|
Ironwood Inv Mgt Small Cap Core | 13.63 | 12.51 |
EARNEST Small Cap Core | 13.55 | 12.42 |
The Capital Mgt Corp SMID | 11.54 | 11.08 |
Burgundy US Small Cap Value Composite | 12.12 | 11.02 |
PGI U.S. Small Cap Select Equity | 11.68 | 10.95 |
Ironwood Micro Cap | 12.07 | 10.95 |
Manulife IM US Small Cap Core | 11.03 | 10.04 |
Cornerstone Diversified Small Cap Core | 10.50 | 10.02 |
JPM US Small Cap Core-Composite | 10.96 | 9.95 |
Wellington Small Cap Opportunities | 10.92 | 9.93 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Large Growth | 1 year gross return | 1 year net return |
---|---|---|
Zevenbergen Growth Equity | 113.91 | 113.18 |
Baillie Gifford US Equity Growth | 110.90 | 109.81 |
Morgan Stanley Insight | 107.01 | 104.94 |
Evolutionary Tree Leading Innovators | 101.54 | 100.16 |
Morgan Stanley Growth | 101.28 | 99.82 |
LEIA CBI | 95.79 | 95.79 |
Mark Focus | 85.59 | 83.17 |
Baron High Growth Strategy | 77.49 | 75.74 |
Mark Long Only | 72.93 | 70.56 |
Maytech Global Growth Composite | 71.27 | 69.32 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Large Growth | 5 year gross return | 5 year net return |
---|---|---|
Morgan Stanley Insight | 35.22 | 33.91 |
Baillie Gifford US Equity Growth | 33.14 | 32.47 |
Morgan Stanley Growth | 31.41 | 30.47 |
Zevenbergen Growth Equity | 30.55 | 30.11 |
LEIA CBI | 28.30 | 28.30 |
Baron High Growth Strategy | 28.97 | 27.73 |
Maytech Global Growth Composite | 27.85 | 26.34 |
Peregrine Capital Mgt Large Cap Growth | 26.50 | 25.98 |
Mark Focus | 27.76 | 25.94 |
Slow Capital Growth | 24.55 | 24.11 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Mid-Cap Growth | 1 year gross return | 1 year net return |
---|---|---|
Morgan Stanley Discovery | 119.27 | 117.57 |
ARK Disruptive Innovation | 103.76 | 103.37 |
ARK Disruptive Innovation Strategy SMA | 84.83 | 84.44 |
Macquarie US Smid-Cap Growth Equity | 70.88 | 69.73 |
Kayne Anderson Rudnick Mid Sustain Gr | 58.29 | 57.15 |
Mellon US Small/Mid Cap Growth Equity | 58.09 | 57.14 |
Alger Mid Cap Focus Composite | 57.05 | 55.99 |
Baron Small to Mid Cap Growth Strategy | 56.91 | 55.67 |
Mellon US Mid Cap Growth Equity | 55.76 | 54.64 |
Columbus Circle Investors SMID Growth | 52.25 | 51.01 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Mid-Cap Growth | 5 year gross return | 5 year net return |
---|---|---|
ARK Disruptive Innovation | 36.28 | 36.01 |
Morgan Stanley Discovery | 33.37 | 32.30 |
Kayne Anderson Rudnick Mid Sustain Gr | 27.53 | 26.61 |
Night Owl All Cap | 25.48 | 24.06 |
APS Equity Strategy Composite | 25.15 | 23.86 |
Mellon US Small/Mid Cap Growth Equity | 22.98 | 22.01 |
Mellon US Mid Cap Growth Equity | 22.22 | 21.28 |
Advisory Research U.S. Mid Cap Growth | 21.43 | 20.53 |
Spyglass Mid-Cap Growth (Long Only) | 21.45 | 20.30 |
Driehaus Small/Mid Cap Growth Strategy | 20.92 | 20.17 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Small Growth | 1 year gross return | 1 year net return |
---|---|---|
Morgan Stanley Inception | 98.61 | 97.30 |
TFCM Israeli Innovation | 84.40 | 82.49 |
Granahan Small Cap Select | 79.61 | 77.96 |
Granahan SMID Select | 73.30 | 71.65 |
Macquarie US Small Cap Growth Equity | 70.02 | 67.63 |
Next Century Growth Micro Cap Growth | 65.10 | 64.24 |
Wasatch Small Cap Ultra Growth Composite | 61.43 | 60.10 |
Spouting Rock Small Cap Growth - Focused | 59.00 | 57.71 |
Driehaus Micro Cap Growth | 56.46 | 55.08 |
Advisory Research U.S. Small Cap Growth | 55.26 | 53.82 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Small Growth | 5 year gross return | 5 year net return |
---|---|---|
Granahan Inv Mgt - Sm Cap Focused Grth | 32.93 | 31.96 |
Azzad Small Cap Growth | 33.22 | 31.75 |
Kayne Anderson Rudnick SC Sustain Growth | 30.37 | 29.12 |
Next Century Growth Micro Cap Growth | 29.04 | 28.21 |
Granahan Small Cap Select | 29.25 | 28.04 |
Wasatch Small Cap Ultra Growth Composite | 28.11 | 26.89 |
Granahan SMID Select | 27.29 | 26.06 |
Morgan Stanley Inception | 26.86 | 25.91 |
Spouting Rock Small Cap Growth - Conc. | 25.93 | 24.83 |
Weatherbie Specialized Growth Composite | 24.45 | 23.53 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Large Value | 1 year gross return | 1 year net return |
---|---|---|
DCM Value Creators-US Large Cap | 24.67 | 24.06 |
Fairfax Large Cap Core | 20.58 | 18.80 |
MFG US Sustainable Composite | 18.96 | 18.01 |
Polaris Concentrated Value | 17.88 | 16.36 |
L&S Diversified Equity | 15.93 | 14.95 |
Seizert Capital Partners Core Equity | 15.38 | 14.82 |
Weatherstone High Quality Growth | 16.74 | 14.80 |
Alpha Quant SmartALPHA® Defensive Val | 14.77 | 13.51 |
L&S Income Equity | 14.36 | 13.43 |
DWA Equity | 14.08 | 13.32 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Large Value | 5 year gross return | 5 year net return |
---|---|---|
DWA Equity | 16.00 | 15.81 |
Polaris Concentrated Value | 15.13 | 13.94 |
Seizert Capital Partners Core Equity | 14.00 | 13.45 |
Advisors Capital US Dividend SMA | 15.04 | 12.92 |
Hillman Advantage Value Equity SMA | 13.84 | 12.73 |
Conning High Dividend Equity | 13.14 | 12.72 |
Braver Dividend Income | 14.16 | 12.61 |
Madison Dividend Income | 13.09 | 12.31 |
Cooke & Bieler Concentrated Value Equity | 13.26 | 12.27 |
TWIN Dividend Select (Low Vol) | 12.43 | 12.05 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Mid-Cap Value | 1 year gross return | 1 year net return |
---|---|---|
DOMO Concentrated All Cap Value | 65.97 | 64.09 |
Old West Large Cap | 23.78 | 22.68 |
Azzad Mid Cap Value | 24.51 | 22.64 |
Longfellow Merger Arb | 19.38 | 18.25 |
Jensen Quality Value Composite | 7.53 | 6.82 |
WCM Focused Mid Cap | 5.61 | 5.61 |
SIP U.S. Focused Total Return Tax 2 | 5.20 | 5.20 |
SIPP U.S. Focused Total Return Tax 2 | 5.12 | 5.12 |
SIPP U.S. Focused Total Return Tax 3 | 4.22 | 4.22 |
SIP U.S. Focused Total Return Tax 3 | 4.19 | 4.19 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Mid-Cap Value | 5 year gross return | 5 year net return |
---|---|---|
DOMO Concentrated All Cap Value | 16.96 | 15.09 |
MAP US Multi-Cap Value Composite | 15.31 | 14.18 |
Shapiro Capital Mgt All Cap Value | 13.72 | 12.63 |
Azzad Mid Cap Value | 12.93 | 11.63 |
Clifford Capital All-Cap Value | 11.43 | 10.95 |
Nuance Mid Cap Value Separate Account | 11.56 | 10.81 |
Silvercrest U.S. Multi Cap Value | 10.48 | 9.66 |
AJO Managed Volatility | 9.54 | 9.42 |
Anchor Mid Cap Value Institutional | 9.57 | 8.81 |
Heartland Mid Cap Value | 9.17 | 8.32 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Small Value | 1 year gross return | 1 year net return |
---|---|---|
Heartland Sm-Cap Val Strat | 8.71 | 7.98 |
Brandywine Small Mid Cap Val Eq | 7.69 | 6.73 |
Brandes U.S. Small Cap Value Equity | 0.69 | -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 Value | 5 year gross return | 5 year net return |
---|---|---|
Azzad Small Cap Value | 10.16 | 8.90 |
Brandywine Small Mid Cap Val Eq | 9.45 | 8.48 |
DePrince, Race & Zollo, Micro Cap Val | 8.54 | 7.50 |
Kestrel Inv Mgt Corp. Sm-Cap Val Eq | 8.28 | 7.29 |
Sycamore Small Cap Value Comp | 8.22 | 7.19 |
Heartland Small-Cap Value Plus Strategy | 7.53 | 6.70 |
CornerCap Fundametrics SMID Cap Equity | 7.48 | 6.42 |
Kennedy SMID Cap Value | 6.62 | 5.85 |
DePrince, Race & Zollo, Sm-Cap Val | 6.78 | 5.84 |
American Century U.S. Small Cap Value | 6.83 | 5.74 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Bear Market | 1 year gross return | 1 year net return |
---|---|---|
Triboro Alternative | 2.10 | 2.10 |
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 Market | 5 year gross return | 5 year net return |
---|---|---|
Optimus Global Advantage All Asset | -1.14 | -1.64 |
Federated Hermes Alternative Bear Eq. | -13.19 | -14.37 |
Triboro Alternative | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Financial | 1 year gross return | 1 year net return |
---|---|---|
Wellington FinTech | 27.29 | 26.16 |
Manole Fin Tech | 14.77 | 12.68 |
Penn Capital FinTech Catalyst | 11.53 | 11.20 |
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
Financial | 5 year gross return | 5 year net return |
---|---|---|
Manole Fin Tech | 18.20 | 16.84 |
Penn Capital FinTech Catalyst | 15.24 | 14.95 |
Confluence BDC-Wrap | 4.08 | 2.52 |
McKinley Capital Business Development Co | 3.59 | 2.31 |
Wellington FinTech | n/a | n/a |
Kennedy Bank Sector | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Health | 1 year gross return | 1 year net return |
---|---|---|
ARK Genomic Revolution | 123.74 | 122.13 |
Janus Henderson Global Life Sciences | 31.33 | 30.48 |
Financial Trust Health Value | 10.29 | 8.93 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Health | 5 year gross return | 5 year net return |
---|---|---|
ARK Genomic Revolution | 30.23 | 29.27 |
Janus Henderson Global Life Sciences | 11.36 | 10.64 |
Financial Trust Health Value | 3.85 | 2.56 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Natural Resources | 1 year gross return | 1 year net return |
---|---|---|
KBIGI Global Resource Solution | 15.37 | 14.40 |
Financial Trust Global Resources | 15.49 | 14.06 |
Ecofin Global Water Composite | 13.56 | 12.70 |
VanEck Global Hard Assets Composite | 7.08 | 6.36 |
KBIGI Water Strategy | 6.68 | 5.78 |
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 Resources | 5 year gross return | 5 year net return |
---|---|---|
Ecofin Global Water Composite | 14.74 | 13.79 |
KBIGI Global Resource Solution | 10.77 | 9.84 |
KBIGI Water Strategy | 10.70 | 9.77 |
Cohen & Steers Natural Resource Eq Comp | 5.62 | 4.95 |
Mellon Global Natural Resources | 4.07 | 3.28 |
Financial Trust Global Resources | 3.09 | 1.81 |
VanEck Global Hard Assets Composite | 1.60 | 0.83 |
Jennison Global Natural Resources | 0.79 | 0.22 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Equity Precious Metals | 1 year gross return | 1 year net return |
---|---|---|
VanEck Gold Composite | 62.69 | 61.62 |
WFAM Precious Metals | 47.23 | 45.87 |
GAMCO Gold | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Equity Precious Metals | 5 year gross return | 5 year net return |
---|---|---|
VanEck Gold Composite | 25.69 | 24.85 |
WFAM Precious Metals | 22.18 | 21.03 |
GAMCO Gold | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Real Estate | 1 year gross return | 1 year net return |
---|---|---|
Financial Trust Global REIT | 1.51 | 0.25 |
WFAM PMV REIT Equity | 0.08 | -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 Estate | 5 year gross return | 5 year net return |
---|---|---|
WFAM PMV REIT Equity | 10.20 | 9.39 |
Cohen & Steers US Realty Focus Comp | 10.26 | 9.37 |
Financial Trust Global REIT | 9.72 | 8.36 |
Neuberger Berman REIT | 8.67 | 7.86 |
Sterling Cap Stratton Real Estate Fund | 7.95 | 7.31 |
Cohen & Steers US Realty Total Ret Comp | 7.96 | 7.15 |
Cohen & Steers US Realty Total Ret SMA | 7.90 | 7.04 |
PGI Real Estate Equity Securities | 7.49 | 6.91 |
Chilton Capital REIT | 7.32 | 6.43 |
Azzad REITs | 7.49 | 6.28 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Technology | 1 year gross return | 1 year net return |
---|---|---|
Zevenbergen Genea Growth | 125.72 | 123.99 |
ARK Next Generation Internet | 124.70 | 123.04 |
ARK Industrial Innovation | 82.13 | 80.79 |
J.P. Morgan US Technology Leaders - MA | 64.64 | 64.05 |
AllianzGI Global Technology Equity | 59.11 | 57.59 |
RS Science And Technology Composite | 48.78 | 47.31 |
Wellington Global Technology Opps | 47.13 | 46.05 |
MFS Technology Equity | 46.85 | 45.77 |
Columbia Global Technology Growth | 46.03 | 44.61 |
BNP Paribas Gbl Innovative Tech Equities | 43.45 | 42.06 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Technology | 5 year gross return | 5 year net return |
---|---|---|
ARK Next Generation Internet | 44.27 | 43.21 |
Zevenbergen Genea Growth | 37.02 | 35.83 |
J.P. Morgan US Technology Leaders - MA | 31.23 | 30.75 |
ARK Industrial Innovation | 29.20 | 28.24 |
RS Science And Technology Composite | 28.57 | 27.29 |
AllianzGI Global Technology Equity | 27.98 | 26.84 |
Columbia Global Technology Growth | 27.66 | 26.42 |
MFS Technology Equity | 26.17 | 25.25 |
Wellington Global Technology Opps | 25.70 | 24.76 |
Wellington Global Technology | 24.92 | 24.01 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Utilities | 1 year gross return | 1 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
Utilities | 5 year gross return | 5 year net return |
---|---|---|
Miller/Howard – Utilities Plus | 9.58 | 8.50 |
MFS Utilities Equity | 8.98 | 8.28 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Equity Energy | 1 year gross return | 1 year net return |
---|---|---|
KBIGI Energy Solutions Strategy | 32.42 | 31.33 |
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 Energy | 5 year gross return | 5 year net return |
---|---|---|
KBIGI Energy Solutions Strategy | 15.47 | 14.51 |
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 Strategy | n/a | n/a |
Ivy Energy Model Portfolio | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Aggressive Allocation | 1 year gross return | 1 year net return |
---|---|---|
Congress Asset Mgt Multi-Cap Balanced | 24.09 | 23.56 |
Severin Moderate Growth | 23.79 | 21.60 |
C.J. Lawrence Balanced Strategy | 20.61 | 18.87 |
Calamos US Opportunities Composite | 18.27 | 17.47 |
Dorsey Wright Sys Reltv Strength Bal | 17.51 | 16.36 |
Atalanta Sosnoff Balanced | 16.17 | 15.61 |
Nuveen Stable Gr Bal Advsr Spnsrd | 18.90 | 15.43 |
Bartlett & Co. Socially Responsible Bal | 14.08 | 13.50 |
Peavine Capital Aggressive | 13.75 | 13.44 |
Confluence Growth and Income Alpha | 12.86 | 12.86 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Aggressive Allocation | 5 year gross return | 5 year net return |
---|---|---|
Calamos US Opportunities Composite | 12.69 | 11.95 |
C.J. Lawrence Balanced Strategy | 12.92 | 11.52 |
Congress Asset Mgt Multi-Cap Balanced | 11.95 | 11.50 |
Atalanta Sosnoff Balanced | 11.61 | 11.04 |
Clark Navigator MultiStrategy 75-25 | 10.96 | 10.96 |
Severin Moderate Growth | 12.72 | 10.79 |
Washington Crossing Conquest Sec Mod Gr | 10.75 | 10.48 |
RBA Global Aggressive ETF | 10.26 | 10.26 |
ASAP Conservative Growth Strategy | 10.36 | 10.09 |
Nuveen Stable Gr Bal Advsr Spnsrd | 13.38 | 10.06 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Bank Loan | 1 year gross return | 1 year net return |
---|---|---|
PGI Bank Loans | 4.47 | 3.97 |
Octagon Senior Secured Credit | 3.27 | 2.60 |
TCW Bank Loans | 2.57 | 2.00 |
Post Senior Loan Composite | 2.50 | 1.99 |
MacKay Hi Yld Floating Rate Composite | 2.17 | 1.58 |
Shenkman Capital Mgt Bank Loan Composite | 1.78 | 1.27 |
Barrow Hanley Bank Loan | 1.65 | 1.17 |
Stone Harbor Leveraged Loans | 1.36 | 1.08 |
Bain Capital Liquid Senior Loan | 1.71 | 1.05 |
Pacific Corporate Bank Loan Composite | 1.53 | 1.03 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Bank Loan | 5 year gross return | 5 year net return |
---|---|---|
Octagon Senior Secured Credit | 5.47 | 4.79 |
Pacific Corporate Bank Loan Composite | 4.71 | 4.45 |
Eaton Vance Floating-Rate Loan Composite | 4.78 | 4.28 |
MacKay Hi Yld Floating Rate Composite | 4.70 | 4.08 |
PGIM Fixed Inc US Sr Sec Loans Composite | 4.49 | 3.91 |
Stone Harbor Leveraged Loans | 4.22 | 3.91 |
Bain Capital Liquid Senior Loan | 4.36 | 3.88 |
PGI Bank Loans | 4.26 | 3.73 |
TCW Bank Loans | 4.27 | 3.70 |
Columbia Bank Loan Strategy | 4.35 | 3.68 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Small Value | 1 year gross return | 1 year net return |
---|---|---|
Heartland Sm-Cap Val Strat | 8.71 | 7.98 |
Brandywine Small Mid Cap Val Eq | 7.69 | 6.73 |
Brandes U.S. Small Cap Value Equity | 0.69 | -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 Value | 5 year gross return | 5 year net return |
---|---|---|
Azzad Small Cap Value | 10.16 | 8.90 |
Brandywine Small Mid Cap Val Eq | 9.45 | 8.48 |
DePrince, Race & Zollo, Micro Cap Val | 8.54 | 7.50 |
Kestrel Inv Mgt Corp. Sm-Cap Val Eq | 8.28 | 7.29 |
Sycamore Small Cap Value Comp | 8.22 | 7.19 |
Heartland Small-Cap Value Plus Strategy | 7.53 | 6.70 |
CornerCap Fundametrics SMID Cap Equity | 7.48 | 6.42 |
Kennedy SMID Cap Value | 6.62 | 5.85 |
DePrince, Race & Zollo, Sm-Cap Val | 6.78 | 5.84 |
American Century U.S. Small Cap Value | 6.83 | 5.74 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Mid-Cap Value | 1 year gross return | 1 year net return |
---|---|---|
DOMO Concentrated All Cap Value | 65.97 | 64.09 |
Old West Large Cap | 23.78 | 22.68 |
Azzad Mid Cap Value | 24.51 | 22.64 |
Longfellow Merger Arb | 19.38 | 18.25 |
Jensen Quality Value Composite | 7.53 | 6.82 |
WCM Focused Mid Cap | 5.61 | 5.61 |
SIP U.S. Focused Total Return Tax 2 | 5.20 | 5.20 |
SIPP U.S. Focused Total Return Tax 2 | 5.12 | 5.12 |
SIPP U.S. Focused Total Return Tax 3 | 4.22 | 4.22 |
SIP U.S. Focused Total Return Tax 3 | 4.19 | 4.19 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Mid-Cap Value | 5 year gross return | 5 year net return |
---|---|---|
DOMO Concentrated All Cap Value | 16.96 | 15.09 |
MAP US Multi-Cap Value Composite | 15.31 | 14.18 |
Shapiro Capital Mgt All Cap Value | 13.72 | 12.63 |
Azzad Mid Cap Value | 12.93 | 11.63 |
Clifford Capital All-Cap Value | 11.43 | 10.95 |
Nuance Mid Cap Value Separate Account | 11.56 | 10.81 |
Silvercrest U.S. Multi Cap Value | 10.48 | 9.66 |
AJO Managed Volatility | 9.54 | 9.42 |
Anchor Mid Cap Value Institutional | 9.57 | 8.81 |
Heartland Mid Cap Value | 9.17 | 8.32 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Large Value | 1 year gross return | 1 year net return |
---|---|---|
DCM Value Creators-US Large Cap | 24.67 | 24.06 |
Fairfax Large Cap Core | 20.58 | 18.80 |
MFG US Sustainable Composite | 18.96 | 18.01 |
Polaris Concentrated Value | 17.88 | 16.36 |
L&S Diversified Equity | 15.93 | 14.95 |
Seizert Capital Partners Core Equity | 15.38 | 14.82 |
Weatherstone High Quality Growth | 16.74 | 14.80 |
Alpha Quant SmartALPHA® Defensive Val | 14.77 | 13.51 |
L&S Income Equity | 14.36 | 13.43 |
DWA Equity | 14.08 | 13.32 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Large Value | 5 year gross return | 5 year net return |
---|---|---|
DWA Equity | 16.00 | 15.81 |
Polaris Concentrated Value | 15.13 | 13.94 |
Seizert Capital Partners Core Equity | 14.00 | 13.45 |
Advisors Capital US Dividend SMA | 15.04 | 12.92 |
Hillman Advantage Value Equity SMA | 13.84 | 12.73 |
Conning High Dividend Equity | 13.14 | 12.72 |
Braver Dividend Income | 14.16 | 12.61 |
Madison Dividend Income | 13.09 | 12.31 |
Cooke & Bieler Concentrated Value Equity | 13.26 | 12.27 |
TWIN Dividend Select (Low Vol) | 12.43 | 12.05 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Small Growth | 1 year gross return | 1 year net return |
---|---|---|
Morgan Stanley Inception | 98.61 | 97.30 |
TFCM Israeli Innovation | 84.40 | 82.49 |
Granahan Small Cap Select | 79.61 | 77.96 |
Granahan SMID Select | 73.30 | 71.65 |
Macquarie US Small Cap Growth Equity | 70.02 | 67.63 |
Next Century Growth Micro Cap Growth | 65.10 | 64.24 |
Wasatch Small Cap Ultra Growth Composite | 61.43 | 60.10 |
Spouting Rock Small Cap Growth - Focused | 59.00 | 57.71 |
Driehaus Micro Cap Growth | 56.46 | 55.08 |
Advisory Research U.S. Small Cap Growth | 55.26 | 53.82 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Small Growth | 5 year gross return | 5 year net return |
---|---|---|
Granahan Inv Mgt - Sm Cap Focused Grth | 32.93 | 31.96 |
Azzad Small Cap Growth | 33.22 | 31.75 |
Kayne Anderson Rudnick SC Sustain Growth | 30.37 | 29.12 |
Next Century Growth Micro Cap Growth | 29.04 | 28.21 |
Granahan Small Cap Select | 29.25 | 28.04 |
Wasatch Small Cap Ultra Growth Composite | 28.11 | 26.89 |
Granahan SMID Select | 27.29 | 26.06 |
Morgan Stanley Inception | 26.86 | 25.91 |
Spouting Rock Small Cap Growth - Conc. | 25.93 | 24.83 |
Weatherbie Specialized Growth Composite | 24.45 | 23.53 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Mid-Cap Growth | 1 year gross return | 1 year net return |
---|---|---|
Morgan Stanley Discovery | 119.27 | 117.57 |
ARK Disruptive Innovation | 103.76 | 103.37 |
ARK Disruptive Innovation Strategy SMA | 84.83 | 84.44 |
Macquarie US Smid-Cap Growth Equity | 70.88 | 69.73 |
Kayne Anderson Rudnick Mid Sustain Gr | 58.29 | 57.15 |
Mellon US Small/Mid Cap Growth Equity | 58.09 | 57.14 |
Alger Mid Cap Focus Composite | 57.05 | 55.99 |
Baron Small to Mid Cap Growth Strategy | 56.91 | 55.67 |
Mellon US Mid Cap Growth Equity | 55.76 | 54.64 |
Columbus Circle Investors SMID Growth | 52.25 | 51.01 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Mid-Cap Growth | 5 year gross return | 5 year net return |
---|---|---|
ARK Disruptive Innovation | 36.28 | 36.01 |
Morgan Stanley Discovery | 33.37 | 32.30 |
Kayne Anderson Rudnick Mid Sustain Gr | 27.53 | 26.61 |
Night Owl All Cap | 25.48 | 24.06 |
APS Equity Strategy Composite | 25.15 | 23.86 |
Mellon US Small/Mid Cap Growth Equity | 22.98 | 22.01 |
Mellon US Mid Cap Growth Equity | 22.22 | 21.28 |
Advisory Research U.S. Mid Cap Growth | 21.43 | 20.53 |
Spyglass Mid-Cap Growth (Long Only) | 21.45 | 20.30 |
Driehaus Small/Mid Cap Growth Strategy | 20.92 | 20.17 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Large Growth | 1 year gross return | 1 year net return |
---|---|---|
Zevenbergen Growth Equity | 113.91 | 113.18 |
Baillie Gifford US Equity Growth | 110.90 | 109.81 |
Morgan Stanley Insight | 107.01 | 104.94 |
Evolutionary Tree Leading Innovators | 101.54 | 100.16 |
Morgan Stanley Growth | 101.28 | 99.82 |
LEIA CBI | 95.79 | 95.79 |
Mark Focus | 85.59 | 83.17 |
Baron High Growth Strategy | 77.49 | 75.74 |
Mark Long Only | 72.93 | 70.56 |
Maytech Global Growth Composite | 71.27 | 69.32 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Large Growth | 5 year gross return | 5 year net return |
---|---|---|
Morgan Stanley Insight | 35.22 | 33.91 |
Baillie Gifford US Equity Growth | 33.14 | 32.47 |
Morgan Stanley Growth | 31.41 | 30.47 |
Zevenbergen Growth Equity | 30.55 | 30.11 |
LEIA CBI | 28.30 | 28.30 |
Baron High Growth Strategy | 28.97 | 27.73 |
Maytech Global Growth Composite | 27.85 | 26.34 |
Peregrine Capital Mgt Large Cap Growth | 26.50 | 25.98 |
Mark Focus | 27.76 | 25.94 |
Slow Capital Growth | 24.55 | 24.11 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Small Blend | 1 year gross return | 1 year net return |
---|---|---|
AllianzGI Rising Disruptors MA | 92.22 | 92.22 |
Harvey Partners Long Only Equity | 26.17 | 24.93 |
Old West Small/Mid Cap Growth | 21.68 | 20.64 |
Ironwood Inv Mgt Conc Small Cap Val | 20.16 | 18.96 |
Ironwood Inv Mgt Small Cap Core | 18.23 | 17.04 |
Investment Management of Virginia Sm Cap | 13.64 | 13.04 |
PGI U.S. Small Cap Select Equity | 11.30 | 10.71 |
Ironwood Micro Cap | 11.20 | 10.10 |
Wellington Small Companies | 10.09 | 9.09 |
Eagle SMID Cap ESG Select (Vermont Team) | 8.53 | 7.85 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Small Blend | 5 year gross return | 5 year net return |
---|---|---|
Ironwood Inv Mgt Small Cap Core | 13.63 | 12.51 |
EARNEST Small Cap Core | 13.55 | 12.42 |
The Capital Mgt Corp SMID | 11.54 | 11.08 |
Burgundy US Small Cap Value Composite | 12.12 | 11.02 |
PGI U.S. Small Cap Select Equity | 11.68 | 10.95 |
Ironwood Micro Cap | 12.07 | 10.95 |
Manulife IM US Small Cap Core | 11.03 | 10.04 |
Cornerstone Diversified Small Cap Core | 10.50 | 10.02 |
JPM US Small Cap Core-Composite | 10.96 | 9.95 |
Wellington Small Cap Opportunities | 10.92 | 9.93 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Mid-Cap Blend | 1 year gross return | 1 year net return |
---|---|---|
Congress SMID Growth | 34.87 | 34.34 |
Alamar Equity | 24.73 | 23.55 |
Old West All Cap Opportunity | 20.84 | 19.70 |
HIS Horizon Enh Socially Responsible | 18.66 | 17.23 |
Janus Henderson US Opportunistic Alpha | 17.13 | 16.38 |
Triboro All Cap | 15.83 | 15.83 |
Day Hagan/Ned Davis Rsch Smart Sector | 16.46 | 15.57 |
SFE Pathways™ (SRI) All-Cap Composite | 13.93 | 13.48 |
Investment Management of Virginia Opport | 13.53 | 12.96 |
Northern Trust Extended Eq Market Idx | 12.78 | 12.62 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Mid-Cap Blend | 5 year gross return | 5 year net return |
---|---|---|
TrimTabs All Cap US Free Cash Flow | 14.23 | 13.54 |
The London Co Mid Cap | 13.82 | 13.36 |
EARNEST Mid Cap Core | 14.46 | 13.30 |
Argent Mid Cap Equity Composite | 13.21 | 12.93 |
Alamar Equity | 13.89 | 12.78 |
EARNEST Small/Mid Cap Core | 13.31 | 12.18 |
SFE Pathways™ (SRI) All-Cap Composite | 12.54 | 11.95 |
Scout Mid Cap Equity | 12.73 | 11.84 |
Fisher Mid Cap Value | 12.57 | 11.76 |
Parnassus Mid Cap Composite | 12.17 | 11.37 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Large Blend | 1 year gross return | 1 year net return |
---|---|---|
Sparrow Large Cap | 39.64 | 38.68 |
Profit Inv Mgt (PIM) Profit Social | 34.16 | 33.95 |
Fisher US Total Return | 34.02 | 33.68 |
DWA Environment Strategy | 31.81 | 30.71 |
GCM Large Cap Value | 28.21 | 27.08 |
FIAM Focused Large Cap Growth | 26.33 | 25.72 |
Fisher Global Total Return | 27.33 | 25.63 |
SFE All-Cap Core Growth & Income | 27.54 | 25.41 |
GCI Select Equity | 26.41 | 25.09 |
Fairfax Global Trends ETF Strategy | 27.21 | 25.01 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Large Blend | 5 year gross return | 5 year net return |
---|---|---|
Euclid Advisory Large Cap Growth | 19.54 | 18.13 |
Fisher US Total Return | 18.29 | 17.97 |
Profit Inv Mgt (PIM) Profit Social | 17.56 | 16.90 |
Mellon Dynamic US Equity Composite | 17.18 | 16.68 |
BFM High Quality Dividend Appreciation | 17.30 | 16.43 |
Pioneer US Large Core Equity | 16.71 | 16.00 |
Stance Equity | 16.91 | 16.00 |
FIAM Focused Large Cap Growth | 16.86 | 15.96 |
DL Carlson US Equity | 16.30 | 15.89 |
VanEck Morningstar Wide Moat | 16.29 | 15.74 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Long/Short Equity | 1 year gross return | 1 year net return |
---|---|---|
F/m Integrated Alpha Long / Short | 45.40 | 45.40 |
INTERNET ADVANTAGE - EQUITY LONG/SHORT | 32.63 | 30.08 |
IAS - Concentrated US Equity Long Short | 32.09 | 29.92 |
INTERNET ADVANTAGE - Mid Cap Small Cap | 28.50 | 27.07 |
Robinson Market Opportunity | 20.03 | 19.03 |
Wellington Hedged Alpha Opportunities | 12.65 | 11.84 |
Epoch Global Absolute Return | 10.91 | 9.77 |
PVG Dynamic Core ETF | 10.55 | 9.23 |
BP Emerging Markets Dynamic Equity | 10.13 | 8.73 |
WFAM Analytic Global Long/Short Eq | 7.50 | 6.81 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Long/Short Equity | 5 year gross return | 5 year net return |
---|---|---|
Epoch Global Absolute Return | 10.02 | 8.85 |
QMA US Core Equity Extended | 9.40 | 8.70 |
Robinson Market Opportunity | 9.43 | 8.49 |
Elite Tactical Long/Short | 9.43 | 8.41 |
INTERNET ADVANTAGE - EQUITY LONG/SHORT | 8.93 | 7.31 |
PVG Dynamic Core ETF | 7.96 | 6.79 |
Wellington Hedged Alpha Opportunities | 6.92 | 6.12 |
Quantum Hedged Equity | 6.59 | 5.62 |
BP Emerging Markets Dynamic Equity | 7.27 | 5.61 |
WFAM Analytic Global Long/Short Eq | 5.76 | 5.07 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Leveraged Net Long | 1 year gross return | 1 year net return |
---|---|---|
PVG Tactical Core Strategy | 29.22 | 27.69 |
JPM US Large Cap Core 130/30-Composite | 24.41 | 23.55 |
UBS: US Equity Opportunity Unconstrained | 17.70 | 17.56 |
LA Capital U.S. Large Cap Active Exten | 17.57 | 16.88 |
Martingale 130/30 LargeCap Growth | 13.95 | 13.38 |
Lazard Global 130/30 | 14.23 | 13.26 |
AQR Capital US Relaxed Constraint 40 | 8.10 | 7.50 |
MacKay Shields US Equity Opportunities | 5.51 | 4.88 |
AQR Capital Global RC 40(140/40) | 4.41 | 3.63 |
Martingale 130/30 LargeCap Core 500 | 1.85 | 1.34 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Leveraged Net Long | 5 year gross return | 5 year net return |
---|---|---|
PVG Tactical Core Strategy | 18.02 | 16.58 |
LA Capital U.S. Large Cap Active Exten | 15.14 | 14.70 |
JPM US Large Cap Core 130/30-Composite | 15.22 | 14.40 |
Martingale 130/30 LargeCap Growth | 13.87 | 13.12 |
UBS: US Equity Opportunity Unconstrained | 13.20 | 13.07 |
AQR Capital US Relaxed Constraint 40 | 10.86 | 10.21 |
Martingale Low Volatility Lg/Shrt LgCp+ | 10.74 | 10.01 |
MacKay Shields US Equity Opportunities | 10.12 | 9.46 |
Martingale 130/30 LargeCap Core 500 | 9.99 | 9.26 |
Lazard Global 130/30 | 9.28 | 8.35 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Market Neutral | 1 year gross return | 1 year net return |
---|---|---|
JPM US Research Market Neutral-Composite | 14.38 | 13.26 |
SSI Convertible Income | 8.98 | 7.94 |
Q3 Bull Cipher | 5.24 | 2.91 |
PSI Managed Volatility | 2.27 | 1.27 |
DCM Merger Arbitrage | 1.42 | 0.91 |
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 Neutral | 5 year gross return | 5 year net return |
---|---|---|
Copeland Risk Managed Dividend Growth | 6.45 | 5.38 |
SSI Convertible Income | 6.26 | 5.23 |
JPM US Research Market Neutral-Composite | 4.35 | 3.47 |
DCM Merger Arbitrage | 3.83 | 3.31 |
PSI Managed Volatility | 1.49 | 0.49 |
Convergence Market Neutral | 0.98 | -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 Stock | 1 year gross return | 1 year net return |
---|---|---|
Baillie Gifford Long Term Global Growth | 104.36 | 102.91 |
Evolutionary Tree Global Innovators | 97.93 | 96.36 |
Sparrow World Total Return | 76.24 | 74.32 |
Baron Global Advantage Strategy | 73.35 | 71.95 |
Baillie Gifford Global Stewardship | 67.78 | 66.89 |
Jennison Global Equity Opportunities | 65.87 | 64.63 |
DSM Global Focus Equity | 60.00 | 58.50 |
OFI Global Global Value | 58.13 | 57.02 |
Morgan Stanley Global Opportunity | 56.42 | 54.93 |
Morgan Stanley Developing Opportunity | 53.47 | 52.49 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
World Stock | 5 year gross return | 5 year net return |
---|---|---|
Baillie Gifford Long Term Global Growth | 31.38 | 30.47 |
Baron Global Advantage Strategy | 30.74 | 30.16 |
Morgan Stanley Global Opportunity | 25.83 | 24.59 |
Jennison Global Equity Opportunities | 23.74 | 22.82 |
ARI Global Opportunities (ESG) | 22.10 | 21.69 |
Sands Global Growth Eqty | 21.75 | 20.74 |
T. Rowe Price Glb Focused Growth Equity | 21.18 | 20.47 |
DSM Global Focus Equity | 21.19 | 20.00 |
Sparrow World Total Return | 20.89 | 19.83 |
Hardman Johnston Global Equity | 20.29 | 19.47 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Foreign Large Value | 1 year gross return | 1 year net return |
---|---|---|
Dana International ADR Strategy | 11.54 | 11.07 |
Aristotle Global Equity Advisory | 9.45 | 8.82 |
WGI Developed Markets Ex-U.S. Composite | 7.47 | 6.92 |
Weatherstone Int'l High Quality Growth | 7.95 | 6.13 |
1919 SRI International ADR Equity | 7.15 | 6.09 |
Acadian ACW ex-U.S. Equity Composite | 4.41 | 3.63 |
Columbia EAFE Core | 4.18 | 3.28 |
State Street Int’l Value Spotlight | 3.51 | 2.75 |
AllianzGI International Value | 3.35 | 2.48 |
QMA Int'l Equity Opps Composite | 2.68 | 2.02 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Foreign Large Value | 5 year gross return | 5 year net return |
---|---|---|
Aristotle Global Equity Advisory | 12.13 | 11.54 |
Mondrian Global All Countries World Eq | 9.10 | 8.40 |
Acadian ACW ex-U.S. Equity Composite | 8.81 | 8.00 |
State Street Int’l Value Spotlight | 5.86 | 7.47 |
WGI Developed Markets Ex-U.S. Composite | 8.30 | 7.44 |
Acadian ACWI ex-US Value Composite | 7.47 | 6.67 |
Columbia EAFE Core | 7.30 | 6.43 |
MFS Blended Research - International | 5.50 | 5.08 |
Metis International Equity | 5.18 | 4.48 |
ARGA International Equity Strategy | 5.42 | 4.41 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Foreign Large Blend | 1 year gross return | 1 year net return |
---|---|---|
FT VMV Developed Markets ex US | 30.57 | 28.95 |
Financial Trust Intl ValueMomentum | 26.20 | 24.64 |
ARI EAFE | 25.26 | 24.03 |
Int'l Alpha (ACWI Ex-US) Equities | 19.78 | 19.17 |
Schroders International Alpha | 19.32 | 18.17 |
Schroders International Alpha ADR | 18.27 | 17.92 |
Morgan Stanley Active Intl Alloc | 19.06 | 17.86 |
Thornburg International ADR Sep Acct | 17.65 | 17.11 |
Ninety One International Franchise | 16.69 | 16.18 |
Thornburg International Equity Sep Acct | 16.87 | 16.00 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Foreign Large Blend | 5 year gross return | 5 year net return |
---|---|---|
ARI EAFE | 12.52 | 12.13 |
Int'l Alpha (ACWI Ex-US) Equities | 11.08 | 12.12 |
FT VMV Developed Markets ex US | 12.47 | 11.08 |
Acadian Global Sustainable Eq Composite | 10.46 | 9.64 |
Schroders International Alpha | 10.40 | 9.38 |
Schroders International Equity | 9.40 | 8.69 |
Schroders International Alpha ADR | 8.97 | 8.68 |
WFAM International Equity CEF | 9.55 | 8.63 |
Acadian Non-U.S. Equity Composite | 9.13 | 8.32 |
Boston Advisors International Equity | 9.04 | 8.24 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Foreign Large Growth | 1 year gross return | 1 year net return |
---|---|---|
Baillie Gifford Intl Concentrated Growth | 82.70 | 81.48 |
Baillie Gifford International Growth | 54.64 | 53.71 |
Sands International Growth Equity Comp. | 51.77 | 50.54 |
Jennison Intl Eq Opportunities Cmpst | 50.98 | 50.00 |
Morgan Stanley International Opportunity | 49.66 | 48.21 |
AllianzGI International Equity Growth | 49.54 | 44.17 |
Thornburg International Growth Sep Acct | 34.60 | 33.53 |
Alger International Focus Composite | 33.34 | 32.50 |
Axiom International Equity Strategy | 33.13 | 32.04 |
Calamos International Growth Composite | 33.20 | 31.95 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Foreign Large Growth | 5 year gross return | 5 year net return |
---|---|---|
Baillie Gifford Intl Concentrated Growth | 28.09 | 27.25 |
Morgan Stanley International Opportunity | 22.21 | 20.99 |
Baillie Gifford International Growth | 20.14 | 19.42 |
Jennison Intl Eq Opportunities Cmpst | 19.45 | 18.85 |
Morgan Stanley International Advantage | 18.87 | 17.66 |
AllianzGI International Equity Growth | 17.84 | 16.29 |
WCM Focused Growth International ADR | 16.51 | 15.77 |
WCM Inv Mgt Focused Growth Intl | 16.17 | 15.43 |
Hardman Johnston Intl Eq | 14.55 | 13.89 |
Lazard Global Quality Growth | 14.36 | 13.70 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Foreign Small/Mid Value | 1 year gross return | 1 year net return |
---|---|---|
GlobeFlex International Micro Cap Cmpst | 16.58 | 15.55 |
Mondrian Emerging Markets Small Cap Eq | 11.29 | 10.00 |
Rice Hall James International Small Cap | 9.29 | 9.29 |
DCM Global Ex-US Small Cap Structured | 10.04 | 9.12 |
Metis Global Micro Cap Equity | 5.45 | 4.38 |
QMA International Small Cap Equity | 5.06 | 4.17 |
Runde Int'l Small-Cap Value | 4.36 | 3.82 |
Metis International Micro Cap Equity | 2.35 | 1.77 |
Causeway International Small Cap | 2.25 | 1.51 |
SSgA International Small Cap Active | 2.16 | 1.38 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Foreign Small/Mid Value | 5 year gross return | 5 year net return |
---|---|---|
DCM Global Ex-US Small Cap Structured | 9.11 | 8.19 |
Rice Hall James International Small Cap | 7.35 | 6.80 |
GlobeFlex International Micro Cap Cmpst | 7.76 | 6.80 |
Causeway International Small Cap | 6.23 | 5.29 |
Renaissance International Small Cap Eq | 4.84 | 4.13 |
LSV Asset Mgt Intl Sm-Cap Val Eq | 4.91 | 3.87 |
QMA International Small Cap Equity | 4.69 | 3.81 |
SSgA International Small Cap Active | 4.83 | 3.42 |
Metis Global Micro Cap Equity | 4.32 | 3.08 |
Mondrian Emerging Markets Small Cap Eq | 3.78 | 2.75 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Foreign Small/Mid Growth | 1 year gross return | 1 year net return |
---|---|---|
WCM International Small Cap Growth | 48.25 | 47.22 |
Baillie Gifford Intl Smaller Companies | 41.64 | 40.59 |
Wasatch Int'l Micro Cap Composite | 36.31 | 34.67 |
Axiom International Small Cap Strategy | 34.48 | 33.23 |
Rainier International Small Cap Equity | 33.16 | 31.70 |
T. Rowe Price International Small-Cap Eq | 32.48 | 31.28 |
Brown Capital Intl Small Company | 31.98 | 30.95 |
Artisan Non-U.S. Small-Mid Growth Comp | 29.81 | 28.49 |
Segall Bryant Fndtl Intl Small Cap | 28.68 | 28.29 |
GW&K International Small Cap Strategy | 29.36 | 28.11 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Foreign Small/Mid Growth | 5 year gross return | 5 year net return |
---|---|---|
WCM International Small Cap Growth | 22.42 | 21.69 |
Brown Capital Intl Small Company | 19.95 | 19.28 |
TH & B International Opportunities | 17.14 | 15.82 |
Kayne Anderson Rudnick SC International | 16.53 | 15.37 |
Wasatch Int'l Micro Cap Composite | 17.12 | 15.36 |
GW&K International Small Cap Strategy | 15.52 | 14.39 |
Axiom International Small Cap Strategy | 14.72 | 13.63 |
Global Equity - Small Cap | 14.06 | 13.08 |
T. Rowe Price International Small-Cap Eq | 14.11 | 13.05 |
Segall Bryant Fndtl Intl Small Cap | 14.19 | 13.05 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Latin America Stock | 1 year gross return | 1 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 Stock | 5 year gross return | 5 year net return |
---|---|---|
T. Rowe Price Latin America Equity | 6.64 | 5.74 |
Morgan Stanley Latin America Equity | 4.52 | 3.82 |
Latin American Equity | 4.37 | 3.33 |
Financial Trust Latin Value Momentum | -2.55 | -3.75 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Europe Stock | 1 year gross return | 1 year net return |
---|---|---|
Baillie Gifford Europe ex UK | 53.48 | 52.64 |
Baillie Gifford Pan-Europe | 41.22 | 40.40 |
T. Rowe Price Europe Smaller Comp Equity | 33.41 | 32.55 |
NS Partners European Equity | 19.76 | 18.99 |
T. Rowe Price Europe ex-UK Equity | 12.76 | 12.19 |
PGI European Equity | 12.44 | 11.96 |
T. Rowe Price Europe Equity | 10.81 | 10.22 |
BNP Paribas Europe High Conviction Eqty | 9.66 | 9.21 |
Financial Trust Europe ValueMomentum | 10.00 | 8.64 |
Mellon Euroland Small Cap Equity | 7.67 | 6.60 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Europe Stock | 5 year gross return | 5 year net return |
---|---|---|
Baillie Gifford Europe ex UK | 16.98 | 16.30 |
T. Rowe Price Europe Smaller Comp Equity | 12.12 | 11.32 |
Baillie Gifford Pan-Europe | 11.98 | 11.28 |
NS Partners European Equity | 8.76 | 8.10 |
T. Rowe Price Europe ex-UK Equity | 8.50 | 7.97 |
PGI European Equity | 8.40 | 7.93 |
Mellon Euroland Small Cap Equity | 8.46 | 7.42 |
Wellington Strategic European Equity | 7.88 | 7.10 |
Acadian European Equity Composite | 7.89 | 7.09 |
BNP Paribas Europe High Conviction Eqty | 6.39 | 5.96 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Japan Stock | 1 year gross return | 1 year net return |
---|---|---|
RBC Japan Equity | 31.87 | 30.62 |
T. Rowe Price Japan Equity | 28.35 | 27.67 |
Baillie Gifford Japan Growth | 19.33 | 18.61 |
FIAM Japan Growth | 18.52 | 17.59 |
Burgundy Focus Asian Composite | 17.26 | 16.40 |
Burgundy Asian (All Cap) Composite | 16.92 | 15.77 |
MFS Japan Equity | 13.92 | 13.16 |
Baillie Gifford Japan All Cap | 13.18 | 12.53 |
DS_ Japan Equity Fundamental Active | 10.97 | 10.43 |
Lazard Japanese Equity | 7.00 | 6.69 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Japan Stock | 5 year gross return | 5 year net return |
---|---|---|
T. Rowe Price Japan Equity | 16.28 | 15.65 |
Burgundy Focus Asian Composite | 14.99 | 14.09 |
Burgundy Asian (All Cap) Composite | 15.20 | 14.07 |
RBC Japan Equity | 15.04 | 13.96 |
DS_ Japan Equity SmallCap Absolute Value | 14.04 | 13.25 |
Baillie Gifford Japan Growth | 13.76 | 13.09 |
Baillie Gifford Japan All Cap | 13.39 | 12.68 |
FIAM Japan Growth | 10.04 | 9.17 |
MFS Japan Equity | 9.82 | 9.12 |
Lazard Japanese Equity | 8.74 | 8.40 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Pacific/Asia ex-Japan Stk | 1 year gross return | 1 year net return |
---|---|---|
Baillie Gifford Asia ex Japan | 51.04 | 50.03 |
Morgan Stanley Asia Opportunity | 49.26 | 47.62 |
AllianzGI Total Return Asia Equity | 47.87 | 44.97 |
AllianzGI Asia-Pfc ex Japan Eq(Core Reg) | 32.42 | 31.20 |
Fisher Investments Asia ex-Japan Equity | 25.48 | 25.48 |
T. Rowe Price Asia ex-Japan Equity | 23.48 | 22.62 |
RBC Asia Pacific ex Japan Equity | 19.04 | 21.43 |
T. Rowe Price Asia Opportunities Eq Comp | 20.83 | 20.01 |
RBC Asia ex Japan Equity | 18.53 | 17.40 |
Morgan Stanley Asia Equity | 17.54 | 17.24 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Pacific/Asia ex-Japan Stk | 5 year gross return | 5 year net return |
---|---|---|
Baillie Gifford Asia ex Japan | 19.23 | 18.43 |
T. Rowe Price Asia Opportunities Eq Comp | 14.85 | 14.05 |
AllianzGI Total Return Asia Equity | 15.29 | 13.14 |
Ninety One Asia Pacific Ex Japan | 13.43 | 12.70 |
T. Rowe Price Asia ex-Japan Equity | 13.48 | 12.63 |
RBC Asia Pacific ex Japan Equity | 11.91 | 12.36 |
Lazard Emg Markets Eq Blend Asia ADR | 12.81 | 12.16 |
RBC Asia ex Japan Equity | 12.67 | 11.62 |
MFS Asia Pacific ex Japan | 12.35 | 11.52 |
MFS Asia ex Japan Equity | 12.31 | 11.50 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Diversified Pacific/Asia | 1 year gross return | 1 year net return |
---|---|---|
Financial Trust Asia ValueMomentum | 49.87 | 48.02 |
ARI Asia Pacific | 27.81 | 26.51 |
Impax Asia-Pacific Strategy Composite | 25.20 | 23.96 |
Sit Inv Pac Basin | 21.44 | 20.37 |
Asia Pacific inc Japan Equity | 18.73 | 17.55 |
Horizon Asia Institutional | 9.29 | 8.20 |
Asia Pacific Separately Mangaed Account | 4.95 | 4.24 |
State Street Asia Pac Value Spotlight | 1.63 | 0.94 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Diversified Pacific/Asia | 5 year gross return | 5 year net return |
---|---|---|
Financial Trust Asia ValueMomentum | 19.44 | 17.97 |
ARI Asia Pacific | 15.97 | 15.57 |
Impax Asia-Pacific Strategy Composite | 12.09 | 10.98 |
Sit Inv Pac Basin | 11.55 | 10.56 |
Asia Pacific inc Japan Equity | 11.53 | 10.42 |
Asia Pacific Separately Mangaed Account | 9.90 | 9.02 |
State Street Asia Pac Value Spotlight | 9.45 | 8.79 |
Horizon Asia Institutional | 5.05 | 4.00 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Diversified Emerging Mkts | 1 year gross return | 1 year net return |
---|---|---|
Artisan Developing World Composite | 72.93 | 71.20 |
Jennison Emerging Markets | 44.87 | 43.88 |
Morgan Stanley Emerging Markets Leaders | 42.59 | 41.52 |
Newton Emerging Markets | 42.56 | 41.51 |
Sands Capital Emerging Markets Growth | 42.22 | 41.14 |
Calamos Emerging Economies Composite | 42.67 | 41.14 |
Champlain Emerging Markets Composite | 37.92 | 36.69 |
William Blair Emerging Markets Growth | 33.46 | 32.13 |
WCM Inv Mgt Emerging Markets | 32.53 | 31.94 |
Putnam Emerging Markets Equity | 33.04 | 31.80 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Diversified Emerging Mkts | 5 year gross return | 5 year net return |
---|---|---|
Artisan Developing World Composite | 24.96 | 23.68 |
Jennison Emerging Markets | 17.27 | 16.48 |
Sands Capital Emerging Markets Growth | 17.49 | 16.24 |
JPM GEM Discovery-Composite | 15.90 | 15.89 |
WCM Inv Mgt Emerging Markets | 15.88 | 15.41 |
Baillie Gifford Emerging Markets Lead Co | 15.81 | 14.89 |
Macquarie Emerging Markets Equity | 15.42 | 14.28 |
Newton Emerging Markets | 14.87 | 14.01 |
JPM GEM Focused-Composite | 14.88 | 13.98 |
Putnam Emerging Markets Equity | 14.90 | 13.80 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Global Real Estate | 1 year gross return | 1 year net return |
---|---|---|
Cohen & Steers European RE Composite USD | 6.85 | 6.03 |
PGI Real Estate Core Property | 1.18 | 0.02 |
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 Estate | 5 year gross return | 5 year net return |
---|---|---|
Cohen & Steers Global Realty Focus Comp | 9.52 | 8.56 |
Cohen & Steers European RE Composite USD | 9.10 | 8.15 |
Timbercreek Global Focused RE | 8.58 | 7.96 |
Global REIT Income Preference | 7.79 | 7.06 |
Timbercreek Core International RE | 7.57 | 6.98 |
Janus Henderson Global Eq-Property Eq | 8.66 | 6.62 |
PGI Real Estate Core Property | 7.56 | 6.33 |
Morgan Stanley Glbl Infrastructure Sec | 7.30 | 6.28 |
American Century Global Real Estate | 6.80 | 6.15 |
Cohen & Steers Intl RE Securities Comp | 6.76 | 6.05 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
World Bond | 1 year gross return | 1 year net return |
---|---|---|
T. Rowe Price Global Agg Bond Strategy | 9.85 | 9.50 |
Wellington Opportunistic Fixed Income | 9.95 | 9.38 |
Loomis Sayles Global Debt Unconstrained | 9.42 | 9.05 |
Global Agg Bond in USD (HY Eligible) | 9.29 | 9.01 |
Global World Bond in USD (HY Eligible) | 8.73 | 8.44 |
Janus Henderson Global Multi-Sector Bond | 8.81 | 8.34 |
BlackRock Glbl Bond | 8.36 | 8.20 |
Mondrian Inv Glbl Fix-Inc | 8.56 | 8.08 |
WFAM International Bond | 8.40 | 8.07 |
Goldman Sachs Global Aggregate Plus | 8.69 | 7.69 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
World Bond | 5 year gross return | 5 year net return |
---|---|---|
MacKay Global Hi Yld Constrained Comp | 7.09 | 7.06 |
Wellington Opportunistic Fixed Income | 7.13 | 6.53 |
PGIM Fixed Income Global Total Return | 6.66 | 6.29 |
MFS Global Aggregate Opportunistic FI | 6.47 | 6.02 |
T. Rowe Price Gbl Invmt Grade Corp Bond | 5.94 | 5.63 |
PIMCO Global Aggregate Hedged | 5.56 | 5.13 |
PIMCO International Bond USD-Hedged | 5.54 | 5.01 |
Global Agg Bond in USD (HY Eligible) | 5.16 | 4.88 |
Global World Bond in USD (HY Eligible) | 5.13 | 4.86 |
UBS: Global Aggregate Bond | 5.01 | 4.80 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
High Yield Bond | 1 year gross return | 1 year net return |
---|---|---|
Weatherstone Managed High Yield | 14.27 | 12.07 |
Diamond Hill High Yield | 10.56 | 10.01 |
TCW High Yield | 8.83 | 8.10 |
Clark Navigator Fixed Inc TR | 7.74 | 7.74 |
Eagle Core Plus Fixed Income | 7.52 | 7.48 |
Clark Navigator Fixed Inc TR (Wells) | 7.74 | 7.36 |
Braver AIQ Tactical High Income | 8.65 | 7.03 |
Potomac High Yield Plus | 9.70 | 6.99 |
Weatherstone Income Plus | 8.97 | 6.93 |
Shenkman Capital Multi-Strategy Comp | 7.69 | 6.87 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
High Yield Bond | 5 year gross return | 5 year net return |
---|---|---|
Diamond Hill High Yield | 10.02 | 9.51 |
MacKay Select High Yield Composite | 8.62 | 7.93 |
Diamond Hill Corporate Credit | 8.09 | 7.61 |
T. Rowe Price US High Yield Bd (Phila.) | 8.14 | 7.59 |
Artisan High Income | 8.24 | 7.49 |
PineBridge High Yield Bond Composite | 7.89 | 7.43 |
MetLife Inv. Mgmt. High Yield Mid-Grade | 7.94 | 7.40 |
Capital Group Global High-Income Opp Cmp | 7.78 | 7.13 |
PGIM US Broad Market High Yield | 7.61 | 7.07 |
T. Rowe Price Global High Income Bd | 7.50 | 6.96 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Intermediate Government | 1 year gross return | 1 year net return |
---|---|---|
CS McKee Broad Government Fixed | 9.29 | 9.03 |
Northern Trust Government Index | 8.13 | 7.97 |
Mesirow Analytic Fixed Income - Core | 8.04 | 7.81 |
Great Lakes Core Government Only | 7.52 | 7.43 |
M.D. Sass Core Fix-Inc | 7.34 | 7.05 |
MFS US Government Fixed Income | 6.91 | 6.62 |
Intermediate Sustainable Fixed Income | 6.84 | 6.47 |
Breckinridge Intermediate Fixed Income | 6.84 | 6.47 |
SSgA Intermediate U.S. Govt Bond Index | 6.02 | 5.93 |
Northern Trust Intermediate Government | 6.08 | 5.92 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Intermediate Government | 5 year gross return | 5 year net return |
---|---|---|
Semper Active Mortgage-Backed Securities | 4.61 | 4.27 |
CS McKee Broad Government Fixed | 4.40 | 4.03 |
M.D. Sass Core Fix-Inc | 4.05 | 3.76 |
Great Lakes Core Government Only | 3.84 | 3.75 |
Mesirow Analytic Fixed Income - Core | 3.93 | 3.68 |
Northern Trust Government Index | 3.82 | 3.66 |
Columbia US Government Mortgage | 4.14 | 3.64 |
MFS US Government Fixed Income | 3.85 | 3.55 |
RBC Access Capital Community Investing | 3.39 | 2.97 |
Intermediate Government Fixed Income | 3.17 | 2.93 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Intermediate-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Reams Core Fixed Income | 15.13 | 14.85 |
Brandywine Global U.S. Fixed Income | 12.35 | 12.02 |
Toews All Equity Legacy | 12.67 | 10.90 |
Jennison Active Core | 9.77 | 9.62 |
Capital Group U.S. Core FI Composite | 9.53 | 9.43 |
FIAM Broad Market Duration Composite | 9.71 | 9.41 |
WFAM U.S. Aggregate Income Focus | 9.64 | 9.31 |
Integrity Core Aggregate | 9.43 | 9.16 |
IR+M Gov/Credit | 9.48 | 9.15 |
EARNEST Fixed Income Long Duration | 9.38 | 8.99 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Intermediate-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Brandywine Global U.S. Fixed Income | 8.59 | 8.27 |
BBH Core Fixed Income | 6.68 | 6.41 |
EARNEST Fixed Income Long Duration | 6.67 | 6.29 |
AB US Investment Grade Corporates | 6.55 | 6.29 |
Spectrum Preferred Securities | 6.33 | 6.09 |
Reams Core Fixed Income | 5.90 | 5.64 |
BlackRock Corporates | 5.73 | 5.55 |
Invesco Core Plus Composite | 5.80 | 5.43 |
FIAM Broad Market Duration Composite | 5.71 | 5.42 |
WFAM U.S. Aggregate Income Focus | 5.72 | 5.41 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Short Government | 1 year gross return | 1 year net return |
---|---|---|
Capital Group PCS Core Bond Composite | 7.29 | 7.29 |
Federated Hermes Short-Interm U.S. Gov | 6.48 | 6.17 |
PNC Cap Adv Intermediate U.S. Government | 5.93 | 5.66 |
Atlanta High Quality Intermediate | 5.79 | 5.42 |
Sterling Intermediate Government SMA | 5.91 | 5.28 |
M.D. Sass 3-Year FI | 5.56 | 5.11 |
Eagle Government Securities Inst | 5.54 | 4.96 |
Sterling Short Term Government SMA | 4.72 | 4.37 |
Thornburg Limited Term U.S. Government | 4.63 | 4.24 |
Sit Inv Short Dur Strat | 4.57 | 4.15 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Short Government | 5 year gross return | 5 year net return |
---|---|---|
Capital Group PCS Core Bond Composite | 3.59 | 3.59 |
Morgan Stanley U.S. Mortgage | 3.17 | 3.01 |
Atlanta High Quality Intermediate | 3.11 | 2.75 |
M.D. Sass 3-Year FI | 3.14 | 2.73 |
Sit Inv Short Dur Strat | 3.09 | 2.68 |
PNC Cap Adv Intermediate U.S. Government | 2.83 | 2.58 |
Federated Hermes Short-Interm U.S. Gov | 2.89 | 2.58 |
Eagle Government Securities Inst | 2.94 | 2.34 |
Thornburg Limited Term U.S. Government | 2.69 | 2.31 |
Sterling Intermediate Government SMA | 2.86 | 2.19 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Short-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Reams Intermediate Fixed Income | 9.42 | 9.16 |
BlackRock Core Bond Enhcd Idx | 8.26 | 8.14 |
BlackRock Core PLUS | 8.10 | 7.96 |
Wellington Intermediate Bond | 7.98 | 7.72 |
Buckhead Intermediate Taxable Fixed | 7.81 | 7.63 |
Ziegler Cap Intermediate Fixed Income | 8.03 | 7.60 |
Thornburg Limited Term Income Sep Acct | 7.58 | 7.22 |
Reinhart Active Interm Catholic Values | 7.23 | 7.04 |
PNC Cap Adv Interm Govt/Credit Fixed Inc | 7.41 | 7.03 |
WFAM U.S. Intermediate Income Focus | 7.19 | 6.88 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Short-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
BlackRock Core PLUS | 4.72 | 4.57 |
BlackRock Core Bond Enhcd Idx | 4.66 | 4.56 |
Aegon Structured Finance | 4.72 | 4.41 |
Templeton Taxable Municipal Intermediate | 4.58 | 4.32 |
Manulife IM Strategic Fixed Income Opp | 4.62 | 4.20 |
Dodge & Cox Intermediate FI Composite | 4.37 | 4.06 |
Reams Intermediate Fixed Income | 4.31 | 4.06 |
WFAM U.S. Intermediate Income Focus | 4.36 | 4.05 |
Madison Corporate Bond Ladder 1-10 Yr | 4.21 | 4.00 |
Thornburg Limited Term Income Sep Acct | 4.32 | 3.97 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Ultrashort Bond | 1 year gross return | 1 year net return |
---|---|---|
Janus Henderson Short Duration Bond | 4.59 | 3.98 |
DBF Short Duration Govt/Agency | 4.29 | 3.75 |
Federated Hermes Low Duration Broad | 3.72 | 3.50 |
Lazard US Short Duration Fixed Income | 3.37 | 3.12 |
Schroders Enhanced Securitized | 3.48 | 2.97 |
Sterling Enhanced Cash Institutional | 3.00 | 2.86 |
Morgan Stanley U.S. Short Duration | 2.89 | 2.84 |
PIMCO Short Term | 3.13 | 2.66 |
RBC US Ultra Short Duration: Full Style | 2.87 | 2.66 |
Federated Hermes Active Cash Broad | 2.77 | 2.61 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Ultrashort Bond | 5 year gross return | 5 year net return |
---|---|---|
Schroders Enhanced Securitized | 4.39 | 3.87 |
FIAM Leveraged Loan Composite | 4.16 | 3.65 |
Federated Hermes Low Duration Broad | 2.86 | 2.58 |
Federated Hermes Trade Finance | 3.37 | 2.49 |
PIMCO Short Term | 2.90 | 2.46 |
RBC US Ultra Short Duration: Full Style | 2.60 | 2.40 |
Federated Hermes Active Cash Broad | 2.51 | 2.31 |
Janus Henderson Short Duration Bond | 2.82 | 2.23 |
Winthrop Ultra-Short Fixed Income | 2.72 | 2.15 |
Calvert Ultra-Short Duration Bond | 2.34 | 2.09 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Long Government | 1 year gross return | 1 year net return |
---|---|---|
Aegon Long US Treasury Strips | 21.65 | 21.51 |
NISA 15+ STRIPS Fixed Income Composite | 20.82 | 20.71 |
Barrow Hanley Extended Duration | 20.57 | 20.28 |
Hoisington Inv Mgt Macroeconomic FI Comp | 18.35 | 18.13 |
PIMCO Long Bond Extended Duration | 17.49 | 17.05 |
SSgA Long U.S. Govt Bond Index Strategy | 16.25 | 16.12 |
PIMCO Long Duration Treasury | 16.61 | 16.03 |
DoubleLine Long Duration Total Return | 13.24 | 12.35 |
Sterling Full Term Govt Credit SMA Wrap | 8.48 | 7.94 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Long Government | 5 year gross return | 5 year net return |
---|---|---|
Barrow Hanley Extended Duration | 11.28 | 11.01 |
PIMCO Long Bond Extended Duration | 11.39 | 10.98 |
NISA 15+ STRIPS Fixed Income Composite | 10.87 | 10.69 |
Hoisington Inv Mgt Macroeconomic FI Comp | 9.28 | 9.06 |
SSgA Long U.S. Govt Bond Index Strategy | 8.14 | 8.07 |
PIMCO Long Duration Treasury | 8.41 | 7.88 |
DoubleLine Long Duration Total Return | 7.63 | 6.73 |
Sterling Full Term Govt Credit SMA Wrap | n/a | n/a |
Aegon Long US Treasury Strips | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Long-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
AXA Inv Mgrs US Inv Grade Corp | 9.55 | 17.77 |
IR+M Long Government Credit | 16.41 | 16.07 |
Jennison Active Long Gov/Credit | 15.97 | 15.79 |
Barrow Hanley Long Government/Credit | 16.08 | 15.67 |
Loomis Sayles Long Dur Government/Credit | 15.82 | 15.57 |
Capital Group Long Crd 75%/Gov 25% Comp | 15.57 | 15.53 |
Reams Long Duration Fixed Income | 15.51 | 15.36 |
Camden Long Duration (Govt/Credit) Comp | 17.43 | 15.32 |
MetLife Inv. Mgmt. Long Duration G/C | 15.26 | 14.92 |
Schroders Value Long Duration | 15.03 | 14.84 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Long-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
PIMCO Long Term Bond - Long Credit | 10.50 | 10.21 |
Capital Group Long Crd 75%/Gov 25% Comp | 10.04 | 10.03 |
MetLife Inv. Mgmt. Long Duration G/C | 10.25 | 9.92 |
Reams Long Duration Fixed Income | 9.96 | 9.82 |
PIMCO Long Term Bond Full Authority | 10.02 | 9.77 |
Dodge & Cox Long Duration FI Composite | 10.12 | 9.74 |
Loomis Sayles Long Dur Government/Credit | 9.92 | 9.68 |
Baird Advisors Long Govt Credit Bond | 9.81 | 9.66 |
Camden Long Duration (Govt/Credit) Comp | 10.04 | 9.38 |
Jennison Active Long Gov/Credit | 9.53 | 9.34 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Multisector Bond | 1 year gross return | 1 year net return |
---|---|---|
Loomis Sayles Multi-Sector Full Discretn | 10.40 | 10.04 |
BW Global Multi-Sector Income (fka GITR) | 9.36 | 8.76 |
TCW Global Fixed Income | 9.14 | 8.44 |
DCM Core Fixed Income | 7.27 | 6.93 |
Guggenheim Fixed Income | 6.88 | 6.88 |
Cincinnati Asset Mgt Broad Mkt | 7.00 | 6.73 |
AB US Core Fixed Income | 6.93 | 6.55 |
Thornburg Multisector Opportun Sep Acct | 7.03 | 6.39 |
MetLife Inv. Mgmt. Multi-Sector | 6.74 | 6.32 |
Fort Washington Flexible Income | 6.27 | 6.25 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Multisector Bond | 5 year gross return | 5 year net return |
---|---|---|
Herzfeld Fixed Income Composite | 8.94 | 8.09 |
PIMCO Diversified Income | 7.80 | 7.07 |
BW Global Multi-Sector Income (fka GITR) | 7.62 | 6.96 |
Loomis Sayles Multi-Sector Full Discretn | 7.07 | 6.72 |
Newfleet Global Multi-Sector Income Comp | 8.11 | 6.66 |
Guggenheim Fixed Income | 6.27 | 6.04 |
MetLife Inv. Mgmt. Multi-Sector | 6.20 | 5.79 |
FIAM Tactical Bond | 6.12 | 5.70 |
Federated Hermes Strategic Multi-Sector | 5.98 | 5.61 |
Thornburg Multisector Opportun Sep Acct | 6.22 | 5.57 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
High Yield Bond | 1 year gross return | 1 year net return |
---|---|---|
Weatherstone Managed High Yield | 14.27 | 12.07 |
Diamond Hill High Yield | 10.56 | 10.01 |
TCW High Yield | 8.83 | 8.10 |
Clark Navigator Fixed Inc TR | 7.74 | 7.74 |
Eagle Core Plus Fixed Income | 7.52 | 7.48 |
Clark Navigator Fixed Inc TR (Wells) | 7.74 | 7.36 |
Braver AIQ Tactical High Income | 8.65 | 7.03 |
Potomac High Yield Plus | 9.70 | 6.99 |
Weatherstone Income Plus | 8.97 | 6.93 |
Shenkman Capital Multi-Strategy Comp | 7.69 | 6.87 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
High Yield Bond | 5 year gross return | 5 year net return |
---|---|---|
Diamond Hill High Yield | 10.02 | 9.51 |
MacKay Select High Yield Composite | 8.62 | 7.93 |
Diamond Hill Corporate Credit | 8.09 | 7.61 |
T. Rowe Price US High Yield Bd (Phila.) | 8.14 | 7.59 |
Artisan High Income | 8.24 | 7.49 |
PineBridge High Yield Bond Composite | 7.89 | 7.43 |
MetLife Inv. Mgmt. High Yield Mid-Grade | 7.94 | 7.40 |
Capital Group Global High-Income Opp Cmp | 7.78 | 7.13 |
PGIM US Broad Market High Yield | 7.61 | 7.07 |
T. Rowe Price Global High Income Bd | 7.50 | 6.96 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Intermediate Government | 1 year gross return | 1 year net return |
---|---|---|
CS McKee Broad Government Fixed | 9.29 | 9.03 |
Northern Trust Government Index | 8.13 | 7.97 |
Mesirow Analytic Fixed Income - Core | 8.04 | 7.81 |
Great Lakes Core Government Only | 7.52 | 7.43 |
M.D. Sass Core Fix-Inc | 7.34 | 7.05 |
MFS US Government Fixed Income | 6.91 | 6.62 |
Intermediate Sustainable Fixed Income | 6.84 | 6.47 |
Breckinridge Intermediate Fixed Income | 6.84 | 6.47 |
SSgA Intermediate U.S. Govt Bond Index | 6.02 | 5.93 |
Northern Trust Intermediate Government | 6.08 | 5.92 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Intermediate Government | 5 year gross return | 5 year net return |
---|---|---|
Semper Active Mortgage-Backed Securities | 4.61 | 4.27 |
CS McKee Broad Government Fixed | 4.40 | 4.03 |
M.D. Sass Core Fix-Inc | 4.05 | 3.76 |
Great Lakes Core Government Only | 3.84 | 3.75 |
Mesirow Analytic Fixed Income - Core | 3.93 | 3.68 |
Northern Trust Government Index | 3.82 | 3.66 |
Columbia US Government Mortgage | 4.14 | 3.64 |
MFS US Government Fixed Income | 3.85 | 3.55 |
RBC Access Capital Community Investing | 3.39 | 2.97 |
Intermediate Government Fixed Income | 3.17 | 2.93 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Intermediate-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Reams Core Fixed Income | 15.13 | 14.85 |
Brandywine Global U.S. Fixed Income | 12.35 | 12.02 |
Toews All Equity Legacy | 12.67 | 10.90 |
Jennison Active Core | 9.77 | 9.62 |
Capital Group U.S. Core FI Composite | 9.53 | 9.43 |
FIAM Broad Market Duration Composite | 9.71 | 9.41 |
WFAM U.S. Aggregate Income Focus | 9.64 | 9.31 |
Integrity Core Aggregate | 9.43 | 9.16 |
IR+M Gov/Credit | 9.48 | 9.15 |
EARNEST Fixed Income Long Duration | 9.38 | 8.99 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Intermediate-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Brandywine Global U.S. Fixed Income | 8.59 | 8.27 |
BBH Core Fixed Income | 6.68 | 6.41 |
EARNEST Fixed Income Long Duration | 6.67 | 6.29 |
AB US Investment Grade Corporates | 6.55 | 6.29 |
Spectrum Preferred Securities | 6.33 | 6.09 |
Reams Core Fixed Income | 5.90 | 5.64 |
BlackRock Corporates | 5.73 | 5.55 |
Invesco Core Plus Composite | 5.80 | 5.43 |
FIAM Broad Market Duration Composite | 5.71 | 5.42 |
WFAM U.S. Aggregate Income Focus | 5.72 | 5.41 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Short Government | 1 year gross return | 1 year net return |
---|---|---|
Capital Group PCS Core Bond Composite | 7.29 | 7.29 |
Federated Hermes Short-Interm U.S. Gov | 6.48 | 6.17 |
PNC Cap Adv Intermediate U.S. Government | 5.93 | 5.66 |
Atlanta High Quality Intermediate | 5.79 | 5.42 |
Sterling Intermediate Government SMA | 5.91 | 5.28 |
M.D. Sass 3-Year FI | 5.56 | 5.11 |
Eagle Government Securities Inst | 5.54 | 4.96 |
Sterling Short Term Government SMA | 4.72 | 4.37 |
Thornburg Limited Term U.S. Government | 4.63 | 4.24 |
Sit Inv Short Dur Strat | 4.57 | 4.15 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Short Government | 5 year gross return | 5 year net return |
---|---|---|
Capital Group PCS Core Bond Composite | 3.59 | 3.59 |
Morgan Stanley U.S. Mortgage | 3.17 | 3.01 |
Atlanta High Quality Intermediate | 3.11 | 2.75 |
M.D. Sass 3-Year FI | 3.14 | 2.73 |
Sit Inv Short Dur Strat | 3.09 | 2.68 |
PNC Cap Adv Intermediate U.S. Government | 2.83 | 2.58 |
Federated Hermes Short-Interm U.S. Gov | 2.89 | 2.58 |
Eagle Government Securities Inst | 2.94 | 2.34 |
Thornburg Limited Term U.S. Government | 2.69 | 2.31 |
Sterling Intermediate Government SMA | 2.86 | 2.19 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Short-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Reams Intermediate Fixed Income | 9.42 | 9.16 |
BlackRock Core Bond Enhcd Idx | 8.26 | 8.14 |
BlackRock Core PLUS | 8.10 | 7.96 |
Wellington Intermediate Bond | 7.98 | 7.72 |
Buckhead Intermediate Taxable Fixed | 7.81 | 7.63 |
Ziegler Cap Intermediate Fixed Income | 8.03 | 7.60 |
Thornburg Limited Term Income Sep Acct | 7.58 | 7.22 |
Reinhart Active Interm Catholic Values | 7.23 | 7.04 |
PNC Cap Adv Interm Govt/Credit Fixed Inc | 7.41 | 7.03 |
WFAM U.S. Intermediate Income Focus | 7.19 | 6.88 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Short-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
BlackRock Core PLUS | 4.72 | 4.57 |
BlackRock Core Bond Enhcd Idx | 4.66 | 4.56 |
Aegon Structured Finance | 4.72 | 4.41 |
Templeton Taxable Municipal Intermediate | 4.58 | 4.32 |
Manulife IM Strategic Fixed Income Opp | 4.62 | 4.20 |
Dodge & Cox Intermediate FI Composite | 4.37 | 4.06 |
Reams Intermediate Fixed Income | 4.31 | 4.06 |
WFAM U.S. Intermediate Income Focus | 4.36 | 4.05 |
Madison Corporate Bond Ladder 1-10 Yr | 4.21 | 4.00 |
Thornburg Limited Term Income Sep Acct | 4.32 | 3.97 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Ultrashort Bond | 1 year gross return | 1 year net return |
---|---|---|
Janus Henderson Short Duration Bond | 4.59 | 3.98 |
DBF Short Duration Govt/Agency | 4.29 | 3.75 |
Federated Hermes Low Duration Broad | 3.72 | 3.50 |
Lazard US Short Duration Fixed Income | 3.37 | 3.12 |
Schroders Enhanced Securitized | 3.48 | 2.97 |
Sterling Enhanced Cash Institutional | 3.00 | 2.86 |
Morgan Stanley U.S. Short Duration | 2.89 | 2.84 |
PIMCO Short Term | 3.13 | 2.66 |
RBC US Ultra Short Duration: Full Style | 2.87 | 2.66 |
Federated Hermes Active Cash Broad | 2.77 | 2.61 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Ultrashort Bond | 5 year gross return | 5 year net return |
---|---|---|
Schroders Enhanced Securitized | 4.39 | 3.87 |
FIAM Leveraged Loan Composite | 4.16 | 3.65 |
Federated Hermes Low Duration Broad | 2.86 | 2.58 |
Federated Hermes Trade Finance | 3.37 | 2.49 |
PIMCO Short Term | 2.90 | 2.46 |
RBC US Ultra Short Duration: Full Style | 2.60 | 2.40 |
Federated Hermes Active Cash Broad | 2.51 | 2.31 |
Janus Henderson Short Duration Bond | 2.82 | 2.23 |
Winthrop Ultra-Short Fixed Income | 2.72 | 2.15 |
Calvert Ultra-Short Duration Bond | 2.34 | 2.09 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Long Government | 1 year gross return | 1 year net return |
---|---|---|
Aegon Long US Treasury Strips | 21.65 | 21.51 |
NISA 15+ STRIPS Fixed Income Composite | 20.82 | 20.71 |
Barrow Hanley Extended Duration | 20.57 | 20.28 |
Hoisington Inv Mgt Macroeconomic FI Comp | 18.35 | 18.13 |
PIMCO Long Bond Extended Duration | 17.49 | 17.05 |
SSgA Long U.S. Govt Bond Index Strategy | 16.25 | 16.12 |
PIMCO Long Duration Treasury | 16.61 | 16.03 |
DoubleLine Long Duration Total Return | 13.24 | 12.35 |
Sterling Full Term Govt Credit SMA Wrap | 8.48 | 7.94 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Long Government | 5 year gross return | 5 year net return |
---|---|---|
Barrow Hanley Extended Duration | 11.28 | 11.01 |
PIMCO Long Bond Extended Duration | 11.39 | 10.98 |
NISA 15+ STRIPS Fixed Income Composite | 10.87 | 10.69 |
Hoisington Inv Mgt Macroeconomic FI Comp | 9.28 | 9.06 |
SSgA Long U.S. Govt Bond Index Strategy | 8.14 | 8.07 |
PIMCO Long Duration Treasury | 8.41 | 7.88 |
DoubleLine Long Duration Total Return | 7.63 | 6.73 |
Sterling Full Term Govt Credit SMA Wrap | n/a | n/a |
Aegon Long US Treasury Strips | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Long-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
AXA Inv Mgrs US Inv Grade Corp | 9.55 | 17.77 |
IR+M Long Government Credit | 16.41 | 16.07 |
Jennison Active Long Gov/Credit | 15.97 | 15.79 |
Barrow Hanley Long Government/Credit | 16.08 | 15.67 |
Loomis Sayles Long Dur Government/Credit | 15.82 | 15.57 |
Capital Group Long Crd 75%/Gov 25% Comp | 15.57 | 15.53 |
Reams Long Duration Fixed Income | 15.51 | 15.36 |
Camden Long Duration (Govt/Credit) Comp | 17.43 | 15.32 |
MetLife Inv. Mgmt. Long Duration G/C | 15.26 | 14.92 |
Schroders Value Long Duration | 15.03 | 14.84 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Long-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
PIMCO Long Term Bond - Long Credit | 10.50 | 10.21 |
Capital Group Long Crd 75%/Gov 25% Comp | 10.04 | 10.03 |
MetLife Inv. Mgmt. Long Duration G/C | 10.25 | 9.92 |
Reams Long Duration Fixed Income | 9.96 | 9.82 |
PIMCO Long Term Bond Full Authority | 10.02 | 9.77 |
Dodge & Cox Long Duration FI Composite | 10.12 | 9.74 |
Loomis Sayles Long Dur Government/Credit | 9.92 | 9.68 |
Baird Advisors Long Govt Credit Bond | 9.81 | 9.66 |
Camden Long Duration (Govt/Credit) Comp | 10.04 | 9.38 |
Jennison Active Long Gov/Credit | 9.53 | 9.34 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Multisector Bond | 1 year gross return | 1 year net return |
---|---|---|
Loomis Sayles Multi-Sector Full Discretn | 10.40 | 10.04 |
BW Global Multi-Sector Income (fka GITR) | 9.36 | 8.76 |
TCW Global Fixed Income | 9.14 | 8.44 |
DCM Core Fixed Income | 7.27 | 6.93 |
Guggenheim Fixed Income | 6.88 | 6.88 |
Cincinnati Asset Mgt Broad Mkt | 7.00 | 6.73 |
AB US Core Fixed Income | 6.93 | 6.55 |
Thornburg Multisector Opportun Sep Acct | 7.03 | 6.39 |
MetLife Inv. Mgmt. Multi-Sector | 6.74 | 6.32 |
Fort Washington Flexible Income | 6.27 | 6.25 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Multisector Bond | 5 year gross return | 5 year net return |
---|---|---|
Herzfeld Fixed Income Composite | 8.94 | 8.09 |
PIMCO Diversified Income | 7.80 | 7.07 |
BW Global Multi-Sector Income (fka GITR) | 7.62 | 6.96 |
Loomis Sayles Multi-Sector Full Discretn | 7.07 | 6.72 |
Newfleet Global Multi-Sector Income Comp | 8.11 | 6.66 |
Guggenheim Fixed Income | 6.27 | 6.04 |
MetLife Inv. Mgmt. Multi-Sector | 6.20 | 5.79 |
FIAM Tactical Bond | 6.12 | 5.70 |
Federated Hermes Strategic Multi-Sector | 5.98 | 5.61 |
Thornburg Multisector Opportun Sep Acct | 6.22 | 5.57 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Inflation-Protected Bond | 1 year gross return | 1 year net return |
---|---|---|
PIMCO Real Ret Asset Long Duration | 23.67 | 23.06 |
PIMCO Real Return Medium Authority | 11.30 | 11.02 |
BlackRock TIPS PLUS | 11.03 | 10.94 |
PIMCO Real Return Full Authority | 11.45 | 10.88 |
BNP Paribas InflationLinkedBonds U.S. | 10.83 | 10.61 |
Neuberger Berman TIPS | 10.58 | 10.53 |
BlackRock TIPS (Treasury Infl-Protected) | 10.29 | 10.17 |
Mellon US TIPS Barclays | 10.26 | 10.15 |
Northern Trust TIPS | 10.22 | 10.11 |
IR+M TIPS | 10.19 | 10.08 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Inflation-Protected Bond | 5 year gross return | 5 year net return |
---|---|---|
PIMCO Real Ret Asset Long Duration | 10.20 | 9.61 |
Neuberger Berman TIPS | 4.89 | 4.85 |
PIMCO Real Return Full Authority | 5.33 | 4.82 |
PIMCO Real Return Medium Authority | 5.08 | 4.81 |
BlackRock TIPS PLUS | 4.75 | 4.65 |
Mellon US TIPS Barclays | 4.69 | 4.62 |
BNP Paribas InflationLinkedBonds U.S. | 4.88 | 4.60 |
Northern Trust TIPS | 4.67 | 4.59 |
IR+M TIPS | 4.66 | 4.56 |
BlackRock TIPS (Treasury Infl-Protected) | 4.67 | 4.56 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Stable Value | 1 year gross return | 1 year net return |
---|---|---|
NISA Stable Value | 2.89 | 2.64 |
PIMCO Stable Value | 2.76 | 2.51 |
Putnam Stable Value Composite | 2.67 | 2.43 |
Invesco Stable Value | 2.48 | 2.28 |
Mellon Stable Value | 2.37 | 2.27 |
Galliard Stable Value Composite | 2.55 | 2.18 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Stable Value | 5 year gross return | 5 year net return |
---|---|---|
PIMCO Stable Value | 2.96 | 2.70 |
NISA Stable Value | 2.84 | 2.59 |
Mellon Stable Value | 2.29 | 2.18 |
Putnam Stable Value Composite | 2.37 | 2.12 |
Invesco Stable Value | 2.32 | 2.12 |
Galliard Stable Value Composite | 2.30 | 1.91 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Convertibles | 1 year gross return | 1 year net return |
---|---|---|
Lord Abbett & Co. Convertibles | 47.84 | 46.31 |
AllianzGI Convertibles | 39.47 | 38.87 |
Calamos Instl Convertible Composite | 35.36 | 34.40 |
SSI Convertible Investment Strategy | 32.74 | 32.02 |
Invesco Convertible Securities | 29.00 | 28.24 |
Advent Balanced Convertible Strategy | 28.12 | 27.49 |
Calamos Global Convertible Composite | 28.43 | 26.73 |
Westwood Strategic Global Convertible | 26.49 | 25.70 |
Palisade Convertible Securities Comp | 25.61 | 24.90 |
MacKay Shields Convertibles | 23.40 | 22.79 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Convertibles | 5 year gross return | 5 year net return |
---|---|---|
Lord Abbett & Co. Convertibles | 17.68 | 16.47 |
AllianzGI Convertibles | 16.53 | 16.00 |
Calamos Instl Convertible Composite | 14.28 | 13.48 |
SSI Convertible Investment Strategy | 13.34 | 12.76 |
MacKay Shields Convertibles | 12.77 | 12.21 |
Gabelli Asset Mgt Convertibles Strategy | 12.92 | 12.14 |
Advent Balanced Convertible Strategy | 12.46 | 11.93 |
Palisade Convertible Securities Comp | 12.37 | 11.76 |
Invesco Convertible Securities | 12.19 | 11.52 |
SSI Inv Grade Convert Strat | 12.30 | 11.40 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Emerging Markets Bond | 1 year gross return | 1 year net return |
---|---|---|
Wellington Emerging Markets Debt | 7.99 | 7.35 |
Blackrock Emerging Mkts Debt Corp Bond | 6.87 | 6.87 |
VanEck Emerging Markets Bond | 6.51 | 5.87 |
Lazard EM Debt - Corporate Broad | 6.25 | 5.66 |
Stone Harbor Emerging Mkts Corp Dbt Cor | 6.03 | 5.59 |
Lazard EM Debt - Total Return | 6.21 | 5.33 |
PGI Emerging Market Broad | 5.05 | 4.53 |
MFS Emerging Markets Debt | 4.93 | 4.34 |
Capital Group EM Debt (USD) Composite | 4.31 | 4.31 |
Western Asset EM Diversified | 4.19 | 3.78 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Emerging Markets Bond | 5 year gross return | 5 year net return |
---|---|---|
Blackrock Emerging Mkts Debt Corp Bond | 7.57 | 7.57 |
Capital Group EM Debt (USD) Composite | 7.42 | 7.42 |
PIMCO Emg Mkts External Bond Full Auth | 8.15 | 7.28 |
TIAA-CREF Emerging Markets Debt | 7.86 | 7.23 |
Finisterre EMTR Composite | 8.03 | 7.17 |
T. Rowe Price Emerging Markets Corp Bd | 7.67 | 7.09 |
Global Evolution Frontier Markets | 8.40 | 7.06 |
Manulife IM Emerging Markets Debt | 7.40 | 6.76 |
MIM Emerging Markets Debt Corporate | 7.21 | 6.67 |
TCW Emerging Markets Fixed Income | 7.16 | 6.63 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
World Allocation | 1 year gross return | 1 year net return |
---|---|---|
Calamos Global Opportunities Composite | 25.58 | 24.86 |
3D ESG Equity | 18.97 | 18.36 |
THG Balanced Aggressive | 18.10 | 17.23 |
ICON - SBI Global Moderate | 17.29 | 15.68 |
Cadinha GPS60 | 13.00 | 12.89 |
CW Frontier Asset Mgmt Focused Opp. | 12.24 | 10.86 |
Invesco International Dvrs Blend SMA | 10.83 | 10.83 |
Leuthold Global Tactical ETF Portfolio | 10.74 | 10.69 |
Sterling AS Growth (All Funds) | 9.88 | 9.72 |
WST All Equity | 11.67 | 9.55 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
World Allocation | 5 year gross return | 5 year net return |
---|---|---|
Morgan Stanley Glbl Tactical Asset Alloc | 10.82 | 10.49 |
Calamos Global Opportunities Composite | 11.09 | 10.34 |
Cadinha GPS60 | 10.40 | 9.83 |
ICON - SBI Global Moderate | 10.69 | 9.26 |
THG Balanced Aggressive | 9.57 | 8.76 |
Sterling AS Growth (All Funds) | 8.77 | 8.00 |
RiverFront ETF Dynamic Equity Income | 9.58 | 7.87 |
WST All Equity | 10.22 | 7.80 |
Innealta Global All Asset Opp Growth | 7.77 | 7.56 |
Frontier Asset Mgmt Focused Opp | 8.34 | 7.55 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Conservative Allocation | 1 year gross return | 1 year net return |
---|---|---|
MCA Conservative Portfolios | 21.69 | 20.78 |
Fairfax All Weather Permanent Portfolio | 21.91 | 19.64 |
AllianzGI Income & Growth | 18.19 | 17.62 |
Manning&Napier Growth Reduced Volatility | 13.98 | 13.06 |
WestEnd Advisors Global Conservative | 10.81 | 10.53 |
Appleton Group Age-Based 60+ | 11.48 | 10.39 |
ASAP Balanced Strategy | 10.13 | 9.87 |
Putnam Conservative Growth Model | 9.39 | 9.39 |
Sterling AS Income & Growth (All Funds) | 9.39 | 9.23 |
Peavine Capital Moderate | 9.51 | 8.98 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Conservative Allocation | 5 year gross return | 5 year net return |
---|---|---|
MCA Conservative Portfolios | 14.82 | 13.95 |
AllianzGI Income & Growth | 11.09 | 10.60 |
Copeland Large Cap Div Growth Balanced | 11.58 | 9.94 |
Clark Navigator MultiStrategy 50-50 | 9.48 | 9.48 |
TSW Multi-Asset Income | 8.87 | 8.53 |
Winans Balanced 50/50 Composite | 9.11 | 8.40 |
Fairfax All Weather Permanent Portfolio | 10.41 | 8.30 |
Manning&Napier Growth Reduced Volatility | 8.34 | 7.54 |
ASAP Balanced Strategy | 7.78 | 7.52 |
Washington Crossing Conquest Balanced | 7.78 | 7.52 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Moderate Allocation | 1 year gross return | 1 year net return |
---|---|---|
MCA Balanced Portfolios | 31.56 | 30.80 |
Montag & Caldwell Balanced | 23.99 | 23.34 |
Legg Mason LCG Bal Tax 60/40 SMA | 22.27 | 18.75 |
Severin Conservative Growth | 20.98 | 18.72 |
Sit Inv Balanced | 18.44 | 17.56 |
1919 SRI Balanced | 17.39 | 16.81 |
Congress Asset Mgt Balanced | 17.28 | 16.72 |
Johnson Institutional Mgt Enhanced Index | 16.43 | 16.10 |
Manning & Napier Equity-Focused Blend | 16.83 | 16.02 |
Granite Balanced | 16.53 | 15.78 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Moderate Allocation | 5 year gross return | 5 year net return |
---|---|---|
MCA Balanced Portfolios | 17.65 | 16.89 |
Johnson Institutional Mgt Enhanced Index | 14.74 | 14.39 |
Congress Asset Mgt Balanced | 13.13 | 12.50 |
WJA Equity Oriented (Balanced) Composite | 13.25 | 12.44 |
Montag & Caldwell Balanced | 12.29 | 11.85 |
Janus Henderson Balanced | 11.91 | 11.34 |
Granite Balanced | 11.79 | 11.06 |
Sit Inv Balanced | 11.85 | 11.02 |
1919 SRI Balanced | 11.53 | 10.98 |
Winans Balanced 75/25 Composite | 11.30 | 10.56 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Target Date 2000-2010 | 1 year gross return | 1 year net return |
---|---|---|
FIAM Blend Target Date 2010 Composite | 8.34 | 8.00 |
FIAM Index Target Date 2010 Composite | 8.11 | 7.93 |
Capital Group 2010 Target Date Ret Comp | 7.44 | 7.44 |
FIAM Index Target Date 2005 Composite | 7.48 | 7.31 |
FIAM Blend Target Date 2005 Composite | 7.48 | 7.14 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Target Date 2000-2010 | 5 year gross return | 5 year net return |
---|---|---|
Capital Group 2010 Target Date Ret Comp | 7.14 | 7.14 |
FIAM Blend Target Date 2010 Composite | 7.39 | 7.12 |
FIAM Index Target Date 2010 Composite | 7.06 | 6.95 |
FIAM Blend Target Date 2005 Composite | 6.64 | 6.37 |
FIAM Index Target Date 2005 Composite | 6.29 | 6.22 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Target Date 2011-2015 | 1 year gross return | 1 year net return |
---|---|---|
FIAM Blend Target Date 2015 Composite | 9.18 | 8.84 |
FIAM Index Target Date 2015 Composite | 8.71 | 8.56 |
Capital Group 2015 Target Date Ret Comp | 7.74 | 7.74 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Target Date 2011-2015 | 5 year gross return | 5 year net return |
---|---|---|
FIAM Blend Target Date 2015 Composite | 8.13 | 7.86 |
FIAM Index Target Date 2015 Composite | 7.83 | 7.72 |
Capital Group 2015 Target Date Ret Comp | 7.49 | 7.49 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Target Date 2016-2020 | 1 year gross return | 1 year net return |
---|---|---|
FIAM Blend Target Date 2020 Composite | 9.92 | 9.57 |
FIAM Index Target Date 2020 Composite | 9.21 | 9.06 |
Capital Group 2020 Target Date Ret Comp | 8.88 | 8.88 |
Q3 Voyage Target 2020 | 0.30 | -0.20 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Target Date 2016-2020 | 5 year gross return | 5 year net return |
---|---|---|
FIAM Blend Target Date 2020 Composite | 8.64 | 8.37 |
FIAM Index Target Date 2020 Composite | 8.36 | 8.26 |
Capital Group 2020 Target Date Ret Comp | 8.14 | 8.14 |
Q3 Voyage Target 2020 | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Target Date 2021-2025 | 1 year gross return | 1 year net return |
---|---|---|
Capital Group 2025 Target Date Ret Comp | 11.34 | 11.34 |
FIAM Blend Target Date 2025 Composite | 10.38 | 10.03 |
FIAM Index Target Date 2025 Composite | 9.59 | 9.40 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Target Date 2021-2025 | 5 year gross return | 5 year net return |
---|---|---|
Capital Group 2025 Target Date Ret Comp | 9.31 | 9.31 |
FIAM Blend Target Date 2025 Composite | 9.11 | 8.83 |
FIAM Index Target Date 2025 Composite | 8.87 | 8.76 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Target Date 2026-2030 | 1 year gross return | 1 year net return |
---|---|---|
Capital Group 2030 Target Date Ret Comp | 12.17 | 12.17 |
FIAM Blend Target Date 2030 Composite | 11.08 | 10.73 |
FIAM Index Target Date 2030 Composite | 10.05 | 9.89 |
Q3 Voyage Target 2030 | 2.90 | 2.39 |
Northern Trust Goal Engineer 2030 Model | 2.42 | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Target Date 2026-2030 | 5 year gross return | 5 year net return |
---|---|---|
Capital Group 2030 Target Date Ret Comp | 10.38 | 10.38 |
FIAM Index Target Date 2030 Composite | 9.91 | 9.81 |
FIAM Blend Target Date 2030 Composite | 10.06 | 9.79 |
Q3 Voyage Target 2030 | n/a | n/a |
Northern Trust Goal Engineer 2030 Model | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Target Date 2031-2035 | 1 year gross return | 1 year net return |
---|---|---|
Capital Group 2035 Target Date Ret Comp | 13.92 | 13.92 |
FIAM Blend Target Date 2035 Composite | 11.73 | 11.38 |
FIAM Index Target Date 2035 Composite | 10.32 | 10.19 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Target Date 2031-2035 | 5 year gross return | 5 year net return |
---|---|---|
Capital Group 2035 Target Date Ret Comp | 11.43 | 11.43 |
FIAM Index Target Date 2035 Composite | 10.58 | 10.48 |
FIAM Blend Target Date 2035 Composite | 10.67 | 10.39 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Target Date 2036-2040 | 1 year gross return | 1 year net return |
---|---|---|
Capital Group 2040 Target Date Ret Comp | 14.56 | 14.56 |
FIAM Blend Target Date 2040 Composite | 12.09 | 11.73 |
FIAM Index Target Date 2040 Composite | 10.47 | 10.30 |
Q3 Voyage Target 2040 | 6.81 | 6.28 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Target Date 2036-2040 | 5 year gross return | 5 year net return |
---|---|---|
Capital Group 2040 Target Date Ret Comp | 11.79 | 11.79 |
FIAM Index Target Date 2040 Composite | 10.62 | 10.52 |
FIAM Blend Target Date 2040 Composite | 10.68 | 10.40 |
Q3 Voyage Target 2040 | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Target Date 2041-2045 | 1 year gross return | 1 year net return |
---|---|---|
Capital Group 2045 Target Date Ret Comp | 14.73 | 14.73 |
FIAM Blend Target Date 2045 Composite | 12.03 | 11.67 |
FIAM Index Target Date 2045 Composite | 10.47 | 10.29 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Target Date 2041-2045 | 5 year gross return | 5 year net return |
---|---|---|
Capital Group 2045 Target Date Ret Comp | 11.96 | 11.96 |
FIAM Index Target Date 2045 Composite | 10.62 | 10.51 |
FIAM Blend Target Date 2045 Composite | 10.65 | 10.38 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Retirement Income | 1 year gross return | 1 year net return |
---|---|---|
FIAM Index Target Date Income Composite | 7.08 | 6.90 |
FIAM Blend Target Date Income Composite | 6.96 | 6.60 |
Morningstar Ret Inc Ultra Short - BNY | 5.06 | 3.70 |
Morningstar Ret Inc Short-Range - BNY | 5.06 | 3.70 |
Morningstar Ret Inc Short-Range - TDA | 5.26 | 3.69 |
Morningstar Ret Inc Ultra Short - TDA | 5.07 | 3.50 |
Morningstar Ret Inc Mid-Range - TDA | 4.30 | 2.74 |
Morningstar Ret Inc Mid-Range - BNY | 4.04 | 2.70 |
Morningstar Ret Inc Long-Range - TDA | 3.19 | 1.65 |
Morningstar Ret Inc Long-Range - BNY | 2.92 | 1.58 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 10, 2020
Retirement Income | 5 year gross return | 5 year net return |
---|---|---|
FIAM Blend Target Date Income Composite | 5.76 | 5.49 |
FIAM Index Target Date Income Composite | 5.38 | 5.27 |
Morningstar Ret Inc Long-Range - BNY | 5.49 | 3.98 |
Morningstar Ret Inc Long-Range - TDA | 5.41 | 3.84 |
Morningstar Ret Inc Mid-Range - BNY | 5.29 | 3.79 |
Texas Retirement Income Strategy | 4.83 | 3.75 |
Horizon Real Spend 7 | 4.87 | 3.67 |
Horizon Real Spend 5 | 4.72 | 3.53 |
HW Dividend Income | 4.36 | 3.53 |
Horizon Real Spend 4 | 4.62 | 3.52 |