| Intermediate-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Spectrum Preferred Securities | 8.56 | 8.32 |
| Eaton Vance Taxable Municipal Bond | 7.88 | 7.56 |
| Brandywine Global U.S. Fixed Income | 6.06 | 5.75 |
| FEG Capital Preservation Portfolio | 6.29 | 5.22 |
| Sit Inv Total Ret Strat | 4.45 | 4.03 |
| DeRoy & Devereaux Total Return Bond | 4.35 | 3.95 |
| Invesco Core Plus Composite | 3.02 | 2.66 |
| AB US Investment Grade Corporates | 2.93 | 2.66 |
| LMCG Institutional Core Bond | 2.72 | 2.51 |
| SIP U.S. Focused Total Return Muni CA 1 | 2.21 | 2.21 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Intermediate-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Brandywine Global U.S. Fixed Income | 7.54 | 7.22 |
| Spectrum Preferred Securities | 6.46 | 6.22 |
| Eaton Vance Taxable Municipal Bond | 5.87 | 5.55 |
| AB US Investment Grade Corporates | 5.34 | 5.08 |
| LMCG Institutional Core Bond | 4.70 | 4.50 |
| EARNEST Fixed Income Long Duration | 4.84 | 4.48 |
| Reams Core Fixed Income | 4.73 | 4.45 |
| Invesco Core Plus Composite | 4.80 | 4.43 |
| FIAM Broad Market Duration Composite | 4.17 | 4.12 |
| Sit Inv Total Ret Strat | 4.50 | 4.08 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Dorsey Wright Tactical Fixed Income | 7.60 | 6.60 |
| FIAM Long Corporate Composite | 4.25 | 3.96 |
| Barings U.S. Invest. Grade Corp. Credit | 4.04 | 3.78 |
| Macquarie US Long Duration Fix-Inc | 4.15 | 3.58 |
| Conning LDI Credit 15-25 Year Maturity | 3.66 | 3.35 |
| Conning Long Duration Credit | 3.54 | 3.27 |
| PIMCO Long Term Bond - Long Credit | 3.30 | 3.06 |
| TCW Long Duration Credit | 3.13 | 2.96 |
| Mellon Long Corporate | 3.07 | 2.86 |
| Conning LDI Credit over 25 Year Maturity | 3.27 | 2.84 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Long-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO Long Term Bond - Long Credit | 7.57 | 7.30 |
| FIAM Long Corporate Composite | 7.23 | 6.93 |
| TCW Long Duration Credit | 6.93 | 6.74 |
| PIMCO Long Term Bond Full Authority | 6.95 | 6.71 |
| Dodge & Cox Long Duration FI Composite | 7.04 | 6.67 |
| Mellon Long Corporate | 6.85 | 6.64 |
| AXA Inv Mgrs US Inv Grade Corp | 5.32 | 6.59 |
| Wellington Long Credit | 6.90 | 6.58 |
| Barrow Hanley Long Credit | 6.82 | 6.44 |
| Macquarie US Long Duration Fix-Inc | 6.97 | 6.39 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Financial | 1 year gross return | 1 year net return |
|---|---|---|
| Kennedy Bank Sector | 106.13 | 104.02 |
| Confluence BDC-Wrap | 53.14 | 50.94 |
| McKinley Capital Business Development Co | 49.92 | 47.58 |
| Wellington FinTech | 22.13 | 21.08 |
| Manole Fin Tech | 17.73 | 16.55 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Financial | 5 year gross return | 5 year net return |
|---|---|---|
| Manole Fin Tech | 19.18 | 17.80 |
| McKinley Capital Business Development Co | 9.00 | 7.60 |
| Confluence BDC-Wrap | 9.00 | 7.37 |
| Kennedy Bank Sector | n/a | n/a |
| Wellington FinTech | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| WFAM Select Equity | 71.54 | 69.91 |
| Fisher Small Cap Value | 59.15 | 58.22 |
| Epoch U.S. SMID Cap Quality Value | 58.03 | 57.67 |
| Keeley-Teton Inst. SMID Cap Value SMA | 56.76 | 55.50 |
| Shapiro Capital Mgt Enh Small Cap Value | 56.84 | 55.30 |
| Channing Capital Small Mid-Cap Value | 55.70 | 55.27 |
| Zacks Quantitative Strategy | 54.29 | 53.23 |
| Cardinal Capital SMID Cap Value Equity | 52.19 | 51.47 |
| Wellington Mid Cap Value | 52.28 | 51.21 |
| WFAM Golden SMID Cap Core | 51.78 | 50.81 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Janus Henderson US Opportunistic Alpha | 19.48 | 18.73 |
| Argent Mid Cap Equity Composite | 18.42 | 18.13 |
| Fisher Small Cap Value | 18.54 | 17.83 |
| Fisher Mid Cap Value | 18.29 | 17.45 |
| Fisher Small and Mid Cap Value | 18.26 | 17.30 |
| WCM Focused Mid Cap | 17.47 | 17.22 |
| EARNEST Small/Mid Cap Core | 18.08 | 16.91 |
| Davenport Equity Opportunitities | 17.42 | 16.45 |
| EARNEST Mid Cap Core | 17.67 | 16.37 |
| Northern Trust Extended Eq Market Idx | 16.39 | 16.22 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Dana Unconstrained Equity Strategy | 45.48 | 44.68 |
| Manulife IM US All Cap Core | 44.48 | 43.48 |
| SmithAssetMgt-LargeCapFocused | 43.37 | 42.53 |
| Logan GrowthPlus ESG | 41.37 | 41.31 |
| Mark Long Only | 43.19 | 41.09 |
| JHancock Fundamental All Cap Core | 44.97 | 40.69 |
| HIS Horizon Best Ideas | 41.45 | 39.75 |
| Merlin Dynamic Growth | 40.40 | 39.68 |
| TCM Multi-Cap Growth Equity | 40.07 | 39.04 |
| Spouting Rock Kingsland SG | 40.17 | 38.89 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Morgan Stanley Insight | 36.94 | 35.60 |
| Baillie Gifford US Equity Growth | 35.59 | 34.91 |
| LEIA CBI | 33.80 | 33.80 |
| Baron High Growth Strategy | 34.17 | 32.87 |
| Zevenbergen Growth Equity | 32.95 | 32.50 |
| Morgan Stanley Growth | 33.38 | 32.42 |
| Mark Focus | 32.67 | 30.80 |
| Mark Long Only | 31.75 | 29.86 |
| Amer Cent U.S. Focused Dynamic Growth | 29.38 | 28.35 |
| Sands Select Growth Equity | 28.62 | 28.06 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Mid-Cap Value | 1 year gross return | 1 year net return |
|---|---|---|
| Old West Large Cap | 88.42 | 86.61 |
| Hotchkis & Wiley - Md-Cap Val | 83.20 | 82.43 |
| Bailard Micrcap Value | 80.99 | 79.27 |
| Pzena Mid Cap Focused Value | 70.21 | 69.09 |
| Smith Graham SMID (Small/Mid) Cap Value | 61.49 | 65.17 |
| Pzena Mid Cap Value | 63.94 | 63.69 |
| Integrity Small/Mid-Cap Value Comp | 65.33 | 63.68 |
| Ariel Small/Mid Cap Value Product | 64.62 | 62.97 |
| Hillcrest Mid Cap | 59.54 | 59.54 |
| QMA Mid Cap Value Equity | 60.43 | 59.43 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Mid-Cap Value | 5 year gross return | 5 year net return |
|---|---|---|
| Miller Opportunity Equity | 18.38 | 17.22 |
| Old West Large Cap | 16.16 | 15.08 |
| HIS Horizon Enh Socially Responsible | 16.35 | 14.89 |
| EAM All Cap Equity | 14.63 | 14.16 |
| Smith Graham SMID (Small/Mid) Cap Value | 14.05 | 13.91 |
| Heartland Mid Cap Value | 14.45 | 13.65 |
| Ariel Small/Mid Cap Value Product | 14.67 | 13.54 |
| Sycamore Mid Cap Value Comp | 14.03 | 13.18 |
| Clifford Capital All-Cap Value | 13.62 | 13.12 |
| Kennedy Mid-Cap Value | 13.61 | 12.78 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| High Yield Bond | 1 year gross return | 1 year net return |
|---|---|---|
| L&S Short-Duration High Yield | 23.95 | 22.84 |
| First Trust Taxable Closed End Fund | 23.53 | 21.91 |
| Mesirow High Yield | 20.72 | 20.21 |
| Strategic Income Mmgt SiM High Yld Instl | 18.05 | 17.63 |
| DDJ U.S. Opportunistic High Yield Comp | 17.37 | 16.82 |
| MacKay Select Credit Opportunities Comp | 16.90 | 16.04 |
| Federated Hermes Opportunistic HighYield | 16.62 | 16.04 |
| BNYM Insight DB NSL Eff Bt Fallen Angels | 16.39 | 15.93 |
| DDJ US Blended High Yield Composite | 16.20 | 15.77 |
| Capital Group US High Yield | 15.67 | 15.67 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| MacKay Select Credit Opportunities Comp | 9.05 | 8.30 |
| Mesirow High Yield | 8.47 | 8.03 |
| Strategic Income Mmgt SiM High Yld Instl | 8.18 | 7.77 |
| DDJ U.S. Opportunistic High Yield Comp | 8.03 | 7.55 |
| PineBridge High Yield Bond Composite | 7.86 | 7.43 |
| Shenkman Capital Multi-Strategy Comp | 8.19 | 7.38 |
| T. Rowe Price US High Yield Bd (Phila.) | 7.88 | 7.35 |
| PGIM US Broad Market High Yield | 7.64 | 7.10 |
| Capital Group US High Yield | 7.33 | 6.98 |
| AB US High Yield | 7.39 | 6.95 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Utilities | 1 year gross return | 1 year net return |
|---|---|---|
| MFS Utilities Equity | 18.04 | 17.37 |
| BB Income Growth | 17.89 | 15.97 |
| Miller/Howard – Utilities Plus | 15.44 | 14.30 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Utilities | 5 year gross return | 5 year net return |
|---|---|---|
| BB Income Growth | 12.03 | 9.90 |
| MFS Utilities Equity | 10.00 | 9.31 |
| Miller/Howard – Utilities Plus | 8.10 | 7.03 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Diversified Emerging Mkts | 1 year gross return | 1 year net return |
|---|---|---|
| Loomis Sayles Global EM Equity | 69.39 | 67.86 |
| Acadian Frontier Markets Equity Compst | 62.85 | 60.52 |
| Wasatch EM Select Composite | 61.26 | 60.40 |
| GlobeFlex Frontier All Cap Equity Cmpst | 60.18 | 57.90 |
| PIMCO RAE PLUS Emerging Markets | 56.10 | 54.41 |
| Wasatch EM Small Cap Composite | 56.53 | 54.31 |
| GlobeFlex Emerging Mkts Small Cap Cmpst | 51.05 | 49.61 |
| Pzena Emerging Markets Select Value ADR | 46.87 | 46.87 |
| Segall Bryant Emerging Markets Small Cap | 47.90 | 46.82 |
| PIMCO RAE Emerging Markets | 47.20 | 46.20 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Diversified Emerging Mkts | 5 year gross return | 5 year net return |
|---|---|---|
| Wasatch EM Select Composite | 20.89 | 20.22 |
| JPM GEM Discovery-Composite | 16.01 | 18.26 |
| Sands Capital Emerging Markets Growth | 18.42 | 17.24 |
| Wasatch EM Small Cap Composite | 18.48 | 17.01 |
| Morgan Stanley Emerging Markets Leaders | 17.70 | 16.62 |
| WCM Inv Mgt Emerging Markets | 16.61 | 16.07 |
| Wellington EM Development | 16.28 | 15.26 |
| Newton Emerging Markets | 16.05 | 15.19 |
| William Blair Emerging Markets Growth | 16.04 | 14.88 |
| Baillie Gifford Emerging Markets Lead Co | 15.72 | 14.82 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Conservative Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| AAM Credit Opportunities | 41.74 | 39.94 |
| TSW Multi-Asset Income | 24.36 | 24.06 |
| MCA Conservative Portfolios | 21.96 | 21.00 |
| FEG Moderate Growth Portfolio | 20.81 | 20.09 |
| AllianzGI Income & Growth | 20.81 | 19.87 |
| LVZ Multi-Asset Income | 22.09 | 19.71 |
| Clark Navigator MultiStrategy 50-50 | 19.05 | 19.05 |
| Q3 Voyage - Conservative | 21.34 | 18.68 |
| Toews Managed Risk Blueprint | 18.13 | 18.13 |
| SIPP U.S. Focused Total Return Muni CA 5 | 17.86 | 17.86 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Conservative Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| MCA Conservative Portfolios | 17.54 | 16.65 |
| AllianzGI Income & Growth | 12.87 | 12.30 |
| TSW Multi-Asset Income | 11.63 | 11.30 |
| Clark Navigator MultiStrategy 50-50 | 10.40 | 10.40 |
| SSI Flexible Allocation–Conservative | 10.61 | 9.54 |
| Winans Balanced 50/50 Composite | 10.13 | 9.43 |
| ASAP Balanced Strategy | 9.51 | 9.25 |
| FEG Moderate Growth Portfolio | 9.83 | 9.13 |
| Karp Conservative Income and Growth | 10.89 | 8.78 |
| Weitz Conservative Allocation | 9.71 | 8.77 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Mid-Cap Blend | 1 year gross return | 1 year net return |
|---|---|---|
| WFAM Select Equity | 71.54 | 69.91 |
| Fisher Small Cap Value | 59.15 | 58.22 |
| Epoch U.S. SMID Cap Quality Value | 58.03 | 57.67 |
| Keeley-Teton Inst. SMID Cap Value SMA | 56.76 | 55.50 |
| Shapiro Capital Mgt Enh Small Cap Value | 56.84 | 55.30 |
| Channing Capital Small Mid-Cap Value | 55.70 | 55.27 |
| Zacks Quantitative Strategy | 54.29 | 53.23 |
| Cardinal Capital SMID Cap Value Equity | 52.19 | 51.47 |
| Wellington Mid Cap Value | 52.28 | 51.21 |
| WFAM Golden SMID Cap Core | 51.78 | 50.81 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Mid-Cap Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Janus Henderson US Opportunistic Alpha | 19.48 | 18.73 |
| Argent Mid Cap Equity Composite | 18.42 | 18.13 |
| Fisher Small Cap Value | 18.54 | 17.83 |
| Fisher Mid Cap Value | 18.29 | 17.45 |
| Fisher Small and Mid Cap Value | 18.26 | 17.30 |
| WCM Focused Mid Cap | 17.47 | 17.22 |
| EARNEST Small/Mid Cap Core | 18.08 | 16.91 |
| Davenport Equity Opportunitities | 17.42 | 16.45 |
| EARNEST Mid Cap Core | 17.67 | 16.37 |
| Northern Trust Extended Eq Market Idx | 16.39 | 16.22 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Inflation-Protected Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Lord Abbett & Co. Inflation Focused – SA | 15.61 | 15.32 |
| Laffer Tengler Dynamic US Inflation Stra | 10.41 | 9.32 |
| American Century US Infl-Adj Bond | 6.34 | 6.04 |
| Richmond Capital Mgt TIPS 1-10 Yr | 5.71 | 5.68 |
| IR+M Int. TIPS | 5.78 | 5.68 |
| PIMCO Real Return Full Authority | 6.01 | 5.60 |
| NISA Intermediate TIPS | 5.74 | 5.59 |
| Franklin U.S. TIPS Composite | 5.85 | 5.54 |
| Wellington CIF II TIPS | 5.25 | 5.25 |
| PIMCO Real Return Medium Authority | 5.51 | 5.25 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Inflation-Protected Bond | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO Real Ret Asset Long Duration | 8.07 | 7.51 |
| Lord Abbett & Co. Inflation Focused – SA | 5.35 | 4.96 |
| Franklin U.S. TIPS Composite | 5.13 | 4.86 |
| PIMCO Real Return Full Authority | 5.09 | 4.59 |
| PIMCO Real Return Medium Authority | 4.73 | 4.47 |
| Neuberger Berman TIPS | 4.45 | 4.41 |
| Mellon US TIPS Barclays | 4.39 | 4.32 |
| Western Asset US TIPS | 4.62 | 4.31 |
| BNP Paribas GlobalInflationLinked Bonds | 4.56 | 4.30 |
| State Street U.S. TIPS Index | 4.34 | 4.28 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Old West Small Cap | 115.35 | 113.65 |
| Vulcan Value Partners Small Cap Stra | 109.22 | 107.57 |
| Old West All Cap Opportunity | 107.70 | 105.82 |
| Kennedy Micro Cap Emerging Growth | 105.86 | 103.93 |
| Tieton Small Cap Value | 100.96 | 99.50 |
| Fuller & Thaler Micro-Cap Core | 100.33 | 97.95 |
| Riverwater ESG Micro Opportunities | 88.49 | 86.71 |
| Penn Capital Micro Cap Equity | 86.52 | 85.26 |
| Integrity Micro-Cap Value Comp | 84.27 | 82.43 |
| Private Capital Management Value Focus | 78.74 | 76.68 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Old West Small Cap | 23.49 | 22.41 |
| ArrowMark SMID Select | 23.08 | 22.25 |
| Old West All Cap Opportunity | 21.64 | 20.50 |
| Eagle SMID Cap Strategy (Vermont Team) | 19.29 | 18.54 |
| Sterling Partners Small-Cap Value Diver | 18.65 | 17.51 |
| CMC SMID | 17.40 | 16.93 |
| Fuller & Thaler Small-Cap Core | 17.66 | 16.81 |
| Pinnacle Turnaround Fund Composite | 18.48 | 16.76 |
| Azarias Focused Small Cap Value | 18.88 | 16.76 |
| EARNEST Small Cap Core | 17.86 | 16.69 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Global Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| CBRE Listed Global Real Estate Composite | 35.49 | 34.96 |
| LaSalle Global Real Estate Securities | 34.68 | 33.84 |
| Morgan Stanley Glbl Real Estate | 34.94 | 33.71 |
| Duff&Phelps Glbl Real Estate Securities | 33.99 | 33.34 |
| T. Rowe Price Global Real Estate Equity | 33.97 | 33.18 |
| Brookfield Gbl Rl Estate Secs Alpha | 33.41 | 32.62 |
| CenterSquare Global REIT | 32.84 | 32.30 |
| Third Avenue Real Estate Value Equity | 33.47 | 31.93 |
| Heitman Global Prime Strategy | 31.58 | 31.26 |
| Heitman Global RE Securites Strategy | 31.42 | 30.70 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Global Real Estate | 5 year gross return | 5 year net return |
|---|---|---|
| Cohen & Steers European RE Composite USD | 12.30 | 11.26 |
| Cohen & Steers Global Realty Focus Comp | 10.57 | 9.62 |
| Duff&Phelps Glbl Real Estate Securities | 9.99 | 9.25 |
| Hazelview Global Focused RE | 9.75 | 9.13 |
| American Century Global Real Estate | 9.45 | 8.93 |
| Wellington Global Property Composite | 9.64 | 8.89 |
| Global REIT Income Preference | 9.43 | 8.66 |
| Hazelview Core International RE | 9.09 | 8.49 |
| Janus Henderson Global Eq-Property Eq | 10.53 | 8.45 |
| Hazelview Core Global Real Estate | 8.97 | 8.37 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Retirement Income | 1 year gross return | 1 year net return |
|---|---|---|
| HW Dividend Income | 36.13 | 35.24 |
| Advisors Capital Income w/Growth | 36.02 | 34.24 |
| Beacon Dividend Income Composite | 23.72 | 23.11 |
| Horizon Real Spend 7 | 21.47 | 20.27 |
| Horizon Real Spend 6 | 19.45 | 18.26 |
| Windham Multi-Asset Income Portfolio | 17.69 | 17.57 |
| Horizon Real Spend 5 | 18.54 | 17.37 |
| Horizon Real Spend 4 | 16.64 | 15.48 |
| Q3 Voyage Target Retirement | 15.62 | 15.05 |
| Q3 Destination Target Retirement | 14.90 | 14.33 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Retirement Income | 5 year gross return | 5 year net return |
|---|---|---|
| Beacon Dividend Income Composite | 8.30 | 7.39 |
| HW Dividend Income | 7.63 | 6.80 |
| BNYM Newton SL SmartPath Ret Inc Fd Cl T | 6.62 | 6.56 |
| Horizon Real Spend 7 | 7.13 | 6.04 |
| Horizon Real Spend 6 | 6.69 | 5.63 |
| Morningstar Ret Inc Long-Range - BNY | 7.00 | 5.51 |
| Horizon Real Spend 5 | 6.52 | 5.43 |
| FIAM Blend Target Date Income Composite | 5.64 | 5.40 |
| Morningstar Ret Inc Long-Range - TDA | 6.82 | 5.23 |
| Advisors Capital Income w/Growth | 6.71 | 5.20 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Intermediate-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Spectrum Preferred Securities | 8.56 | 8.32 |
| Eaton Vance Taxable Municipal Bond | 7.88 | 7.56 |
| Brandywine Global U.S. Fixed Income | 6.06 | 5.75 |
| FEG Capital Preservation Portfolio | 6.29 | 5.22 |
| Sit Inv Total Ret Strat | 4.45 | 4.03 |
| DeRoy & Devereaux Total Return Bond | 4.35 | 3.95 |
| Invesco Core Plus Composite | 3.02 | 2.66 |
| AB US Investment Grade Corporates | 2.93 | 2.66 |
| LMCG Institutional Core Bond | 2.72 | 2.51 |
| SIP U.S. Focused Total Return Muni CA 1 | 2.21 | 2.21 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Intermediate-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Brandywine Global U.S. Fixed Income | 7.54 | 7.22 |
| Spectrum Preferred Securities | 6.46 | 6.22 |
| Eaton Vance Taxable Municipal Bond | 5.87 | 5.55 |
| AB US Investment Grade Corporates | 5.34 | 5.08 |
| LMCG Institutional Core Bond | 4.70 | 4.50 |
| EARNEST Fixed Income Long Duration | 4.84 | 4.48 |
| Reams Core Fixed Income | 4.73 | 4.45 |
| Invesco Core Plus Composite | 4.80 | 4.43 |
| FIAM Broad Market Duration Composite | 4.17 | 4.12 |
| Sit Inv Total Ret Strat | 4.50 | 4.08 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| Wright Mortgage Backed Securities F/I | 0.90 | 0.63 |
| FIAM Agency MBS | 0.23 | 0.12 |
| CCM Fixed Income Portfolio | 0.49 | -0.05 |
| TCW Index Plus MBS | 0.03 | -0.22 |
| SeaCrest US Government Interm Duration | -0.26 | -0.26 |
| Community Core Fixed Income Composite | -0.01 | -0.29 |
| RBC Access Capital Community Investing | -0.05 | -0.45 |
| DBF Intermediate Duration Govt/Agency | -0.38 | -0.64 |
| SSgA Intermediate U.S. Govt Bond Index | -1.33 | -1.38 |
| Northern Trust Intermediate Government | -1.27 | -1.42 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Intermediate Government | 5 year gross return | 5 year net return |
|---|---|---|
| M.D. Sass Core Fix-Inc | 2.96 | 2.67 |
| CS McKee Broad Government Fixed | 2.87 | 2.54 |
| MFS US Government Fixed Income | 2.68 | 2.40 |
| RBC Access Capital Community Investing | 2.61 | 2.19 |
| Community Core Fixed Income Composite | 2.53 | 2.17 |
| Northern Trust Government Index | 2.31 | 2.16 |
| TCW Index Plus MBS | 2.40 | 2.13 |
| SeaCrest US Government Interm Duration | 2.13 | 2.11 |
| CCM Fixed Income Portfolio | 2.60 | 2.09 |
| DBF Intermediate Duration Govt/Agency | 2.17 | 1.95 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Intermediate Government | 1 year gross return | 1 year net return |
|---|---|---|
| Wright Mortgage Backed Securities F/I | 0.90 | 0.63 |
| FIAM Agency MBS | 0.23 | 0.12 |
| CCM Fixed Income Portfolio | 0.49 | -0.05 |
| TCW Index Plus MBS | 0.03 | -0.22 |
| SeaCrest US Government Interm Duration | -0.26 | -0.26 |
| Community Core Fixed Income Composite | -0.01 | -0.29 |
| RBC Access Capital Community Investing | -0.05 | -0.45 |
| DBF Intermediate Duration Govt/Agency | -0.38 | -0.64 |
| SSgA Intermediate U.S. Govt Bond Index | -1.33 | -1.38 |
| Northern Trust Intermediate Government | -1.27 | -1.42 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Intermediate Government | 5 year gross return | 5 year net return |
|---|---|---|
| M.D. Sass Core Fix-Inc | 2.96 | 2.67 |
| CS McKee Broad Government Fixed | 2.87 | 2.54 |
| MFS US Government Fixed Income | 2.68 | 2.40 |
| RBC Access Capital Community Investing | 2.61 | 2.19 |
| Community Core Fixed Income Composite | 2.53 | 2.17 |
| Northern Trust Government Index | 2.31 | 2.16 |
| TCW Index Plus MBS | 2.40 | 2.13 |
| SeaCrest US Government Interm Duration | 2.13 | 2.11 |
| CCM Fixed Income Portfolio | 2.60 | 2.09 |
| DBF Intermediate Duration Govt/Agency | 2.17 | 1.95 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Long Government | 1 year gross return | 1 year net return |
|---|---|---|
| Sterling Full Term Govt Credit SMA Wrap | -0.80 | -1.71 |
| Donoghue Forlines Treasury | -4.96 | -5.90 |
| Franklin U.S. Govt Ladder 5-20 Yr SMA | -5.19 | -6.63 |
| DoubleLine Long Duration Total Return | -6.82 | -8.35 |
| PIMCO Long Duration Treasury | -9.31 | -9.75 |
| SSgA Long U.S. Govt Bond Index Strategy | -10.10 | -10.15 |
| Hoisington Inv Mgt Macroeconomic FI Comp | -11.23 | -11.39 |
| NISA 15+ STRIPS Fixed Income Composite | -12.90 | -12.99 |
| Barrow Hanley Extended Duration | -13.61 | -13.79 |
| PIMCO Long Bond Extended Duration | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| NISA 15+ STRIPS Fixed Income Composite | 4.12 | 3.98 |
| Barrow Hanley Extended Duration | 4.12 | 3.88 |
| Hoisington Inv Mgt Macroeconomic FI Comp | 3.76 | 3.55 |
| SSgA Long U.S. Govt Bond Index Strategy | 3.30 | 3.24 |
| PIMCO Long Duration Treasury | 3.63 | 3.13 |
| DoubleLine Long Duration Total Return | 3.83 | 2.62 |
| Sterling Full Term Govt Credit SMA Wrap | n/a | n/a |
| Donoghue Forlines Treasury | n/a | n/a |
| Franklin U.S. Govt Ladder 5-20 Yr SMA | n/a | n/a |
| PIMCO Long Bond Extended Duration | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Toews All Equity Legacy | 17.66 | 16.27 |
| Manulife IM Strategic Fixed Income Opp | 6.53 | 6.11 |
| RNC Genter Fixed Income AMT Blend | 6.11 | 5.87 |
| Diamond Hill Short Duration Secitizd Bd | 5.95 | 5.58 |
| Post Limited Term High Yield Comp | 6.07 | 5.38 |
| SMHCA Municipal Income Wrapped Fee | 6.07 | 5.01 |
| Hi-Line Capital Income Advantaged | 4.87 | 4.87 |
| Advisors Capital Fixed Income | 5.36 | 4.48 |
| Calvert Short Duration Income Strategy | 4.65 | 4.36 |
| Barings Active Short Duration Composite | 4.60 | 4.24 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Toews All Equity Legacy | 8.19 | 6.76 |
| Dolan McEniry Core Plus | 4.63 | 4.36 |
| Manulife IM Strategic Fixed Income Opp | 4.70 | 4.28 |
| Dolan McEniry Investment Grade | 4.45 | 4.17 |
| Federated Hermes Intermediate Corporate | 4.35 | 4.05 |
| Post Limited Term High Yield Comp | 4.59 | 3.92 |
| Diamond Hill Short Duration Secitizd Bd | 4.21 | 3.85 |
| Sage Interm Term Corporate Fixed Income | 4.10 | 3.79 |
| Semper Active Mortgage-Backed Securities | 4.10 | 3.75 |
| Manulife IM US Strategic Fixed Income | 4.04 | 3.62 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Foreign Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| EARNEST International Equity | 45.11 | 43.89 |
| SmithAssetMgt-IntlEquity | 40.16 | 38.77 |
| WCM Focused International Value | 35.92 | 35.16 |
| JPM EAFE Plus - Composite | 24.37 | 34.63 |
| Janus Henderson Intl Alpha Equity | 35.16 | 34.29 |
| Clark Navigator International Equity/ADR | 34.59 | 34.12 |
| GlobeFlex ACWI Ex-U.S. | 34.08 | 33.10 |
| ARGA Intl Sector-Neutral Strategy | 33.78 | 33.06 |
| Herzfeld Foreign Composite | 33.35 | 32.65 |
| Scout International Equity ADR | 33.42 | 32.40 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Foreign Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Int'l Alpha (ACWI Ex-US) Equities | 14.42 | 15.51 |
| Schroders International Alpha | 14.50 | 13.44 |
| WCM Focused International Value | 13.54 | 13.13 |
| JPM EAFE Plus - Composite | 10.81 | 12.90 |
| Schroders International Alpha ADR | 12.83 | 12.53 |
| WFAM International Equity CEF | 13.37 | 12.41 |
| HGK International Equity | 13.23 | 12.16 |
| Janus Henderson Intl Alpha Equity | 12.77 | 12.05 |
| Schroders International Equity | 12.70 | 12.03 |
| MFS International Equity | 12.29 | 11.43 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Short-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Toews All Equity Legacy | 17.66 | 16.27 |
| Manulife IM Strategic Fixed Income Opp | 6.53 | 6.11 |
| RNC Genter Fixed Income AMT Blend | 6.11 | 5.87 |
| Diamond Hill Short Duration Secitizd Bd | 5.95 | 5.58 |
| Post Limited Term High Yield Comp | 6.07 | 5.38 |
| SMHCA Municipal Income Wrapped Fee | 6.07 | 5.01 |
| Hi-Line Capital Income Advantaged | 4.87 | 4.87 |
| Advisors Capital Fixed Income | 5.36 | 4.48 |
| Calvert Short Duration Income Strategy | 4.65 | 4.36 |
| Barings Active Short Duration Composite | 4.60 | 4.24 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Short-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Toews All Equity Legacy | 8.19 | 6.76 |
| Dolan McEniry Core Plus | 4.63 | 4.36 |
| Manulife IM Strategic Fixed Income Opp | 4.70 | 4.28 |
| Dolan McEniry Investment Grade | 4.45 | 4.17 |
| Federated Hermes Intermediate Corporate | 4.35 | 4.05 |
| Post Limited Term High Yield Comp | 4.59 | 3.92 |
| Diamond Hill Short Duration Secitizd Bd | 4.21 | 3.85 |
| Sage Interm Term Corporate Fixed Income | 4.10 | 3.79 |
| Semper Active Mortgage-Backed Securities | 4.10 | 3.75 |
| Manulife IM US Strategic Fixed Income | 4.04 | 3.62 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Short Government | 1 year gross return | 1 year net return |
|---|---|---|
| M.D. Sass 3-Year FI | 0.21 | 14.95 |
| Tannin Capital Short-Term Government | 1.21 | 0.85 |
| AB US Low Duration | 0.52 | 0.34 |
| CS McKee Short Government | 0.55 | 0.30 |
| M.D. Sass 2-Year FI | 0.47 | 0.21 |
| Sit Inv Short Dur Strat | 0.56 | 0.16 |
| Morgan Stanley U.S. Mortgage | 0.17 | 0.08 |
| Garcia Hamilton Short Duration | 0.12 | -0.05 |
| Bartlett & Co. Ltd Dur Fix-Inc | -0.03 | -0.19 |
| INCORE Short Government Comp | 0.14 | -0.21 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Short Government | 5 year gross return | 5 year net return |
|---|---|---|
| M.D. Sass 3-Year FI | 2.61 | 5.12 |
| Morgan Stanley U.S. Mortgage | 2.45 | 2.31 |
| Sit Inv Short Dur Strat | 2.58 | 2.17 |
| Federated Hermes Short-Interm U.S. Gov | 2.24 | 1.95 |
| CS McKee Short Government | 2.08 | 1.86 |
| PNC Cap Adv Intermediate U.S. Government | 2.09 | 1.84 |
| M.D. Sass 2-Year FI | 2.09 | 1.83 |
| Thornburg Limited Term U.S. Government | 2.12 | 1.74 |
| INCORE Short Government Comp | 2.02 | 1.66 |
| AB US Low Duration | 1.84 | 1.65 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Horizon Small Cap Institutional | 79.00 | 77.21 |
| NCG SMID Cap | 56.88 | 55.49 |
| Horizon Research Select Instl | 54.31 | 52.78 |
| Tributary Small/Mid Cap Equity Composite | 50.75 | 49.70 |
| Essex Global Envir Opportunities Strat | 50.38 | 48.93 |
| TFCM Core Growth | 48.78 | 47.55 |
| Hood River Small/Mid-Cap Growth | 48.55 | 47.33 |
| Polen US SMID Company Growth Composite | 47.72 | 46.10 |
| Congress SMID Growth | 46.24 | 45.71 |
| SFE Pathways™ (SRI) All-Cap Composite | 46.28 | 45.53 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Mid-Cap Growth | 5 year gross return | 5 year net return |
|---|---|---|
| ARK Disruptive Innovation Full Composite | 36.90 | 36.63 |
| Morgan Stanley Discovery | 37.35 | 36.26 |
| ARK Disruptive Innovation Strategy SMA | 34.93 | 34.62 |
| NCG SMID Cap | 31.17 | 29.72 |
| Advisory Research U.S. Mid Cap Growth | 29.89 | 28.83 |
| Neuberger Berman Disrupters Portfolio | 30.11 | 28.47 |
| Kayne Anderson Rudnick Mid Sustain Gr | 28.99 | 28.03 |
| TFCM Core Growth | 29.05 | 27.72 |
| Spyglass Mid-Cap Growth (Long Only) | 28.56 | 27.34 |
| T. Rowe Price US Small-Cap Growth Equity | 28.28 | 27.34 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Long/Short Equity | 1 year gross return | 1 year net return |
|---|---|---|
| Calamos Phineus Long/Short Composite | 43.08 | 41.37 |
| QMA US Core Equity Extended | 35.82 | 34.97 |
| Camden Equity | 34.70 | 33.82 |
| Alpha DNA Mid Small Cap Hedged Equity | 34.63 | 33.07 |
| Boston Partners Research Equity Comp | 31.32 | 29.50 |
| Boston Partners Global L/S Equity | 31.40 | 28.82 |
| Optimus Hedged Equity | 28.71 | 28.08 |
| Pzena Long/Short Value | 28.00 | 28.00 |
| Convergence Long/Short Equity | 29.11 | 27.80 |
| Horizon Focused with Risk Assist | 28.23 | 26.96 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Long/Short Equity | 5 year gross return | 5 year net return |
|---|---|---|
| F/m Integrated Alpha Long / Short | 22.90 | 22.63 |
| Camden Equity | 19.25 | 18.54 |
| Robinson Market Opportunity | 13.53 | 12.57 |
| Epoch Global Absolute Return | 13.49 | 12.34 |
| QMA US Core Equity Extended | 13.03 | 12.31 |
| Alpha DNA All Cap Hedged Equity | 13.50 | 11.58 |
| Elite Tactical Long/Short | 12.32 | 11.28 |
| Convergence Long/Short Equity | 12.05 | 10.93 |
| Acadian U.S. Managed Volatility Eq Comp | 11.26 | 10.93 |
| Calamos Phineus Long/Short Composite | 11.92 | 10.56 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Convertibles | 1 year gross return | 1 year net return |
|---|---|---|
| SSI Convertible Investment Strategy | 27.93 | 27.25 |
| AllianzGI Convertibles | 27.16 | 26.75 |
| MacKay Shields Convertibles | 26.91 | 26.29 |
| Advent Balanced Convertible Strategy | 26.27 | 25.65 |
| Zazove Institutional Blend Convertibles | 24.26 | 24.26 |
| Calamos Instl Convertible Composite | 23.77 | 22.89 |
| Invesco Convertible Securities | 23.49 | 22.77 |
| Palisade Convertible Securities Comp | 23.27 | 22.55 |
| Lord Abbett & Co. Convertibles | 23.33 | 22.13 |
| SSI Inv Grade Convert Strat | 21.74 | 20.84 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Convertibles | 5 year gross return | 5 year net return |
|---|---|---|
| AllianzGI Convertibles | 20.53 | 19.99 |
| Lord Abbett & Co. Convertibles | 20.24 | 19.02 |
| Calamos Instl Convertible Composite | 17.37 | 16.55 |
| SSI Convertible Investment Strategy | 17.13 | 16.52 |
| Advent Balanced Convertible Strategy | 15.97 | 15.41 |
| MacKay Shields Convertibles | 15.46 | 14.89 |
| Invesco Convertible Securities | 15.47 | 14.78 |
| Palisade Convertible Securities Comp | 15.37 | 14.72 |
| Gabelli Asset Mgt Convertibles Strategy | 14.64 | 13.86 |
| SSI Inv Grade Convert Strat | 14.55 | 13.67 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Technology | 1 year gross return | 1 year net return |
|---|---|---|
| Crabtree Multi-Cap Technology | 50.02 | 49.11 |
| ARK Industrial Innovation | 38.41 | 37.39 |
| J.P. Morgan US Technology Leaders - MA | 35.05 | 34.51 |
| BNP Paribas Gbl Innovative Tech Equities | 33.32 | 32.49 |
| Wellington Global Technology | 32.66 | 31.71 |
| Columbia Global Technology Growth | 31.58 | 30.36 |
| Oak Associates Technology Portfolio | 32.27 | 30.30 |
| ARK Next Generation Internet | 30.68 | 29.70 |
| Zevenbergen Genea Growth | 29.39 | 28.71 |
| Janus Henderson Gbl Tech and Innovation | 29.38 | 28.55 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Technology | 5 year gross return | 5 year net return |
|---|---|---|
| ARK Next Generation Internet | 45.76 | 44.69 |
| Zevenbergen Genea Growth | 40.63 | 39.52 |
| J.P. Morgan US Technology Leaders - MA | 35.00 | 34.49 |
| ARK Industrial Innovation | 30.71 | 29.75 |
| Janus Henderson Gbl Tech and Innovation | 30.11 | 29.28 |
| AllianzGI Global Technology Equity | 28.75 | 28.70 |
| Columbia Global Technology Growth | 28.96 | 27.71 |
| Newton Core Research Technology Sector | 27.11 | 26.15 |
| Wellington Global Technology | 26.83 | 25.91 |
| Wellington Global Technology Opps | 26.62 | 25.67 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Foreign Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Smead International Value Composite | 76.85 | 74.43 |
| ARGA International Equity Strategy | 55.57 | 53.68 |
| Wellington Intl Contrarian Value | 47.35 | 46.14 |
| Brandywine Intl Opportunistic Eq | 46.06 | 45.00 |
| Pzena International Focused Value | 45.11 | 44.32 |
| Lyrical International Value Equity | 44.90 | 43.87 |
| Harris International Equity | 43.38 | 42.41 |
| Brandes Global Opportunities Value | 43.17 | 41.96 |
| Pzena International Value ADR | 41.56 | 41.56 |
| Acadian ACWI ex-US Value Composite | 41.72 | 40.69 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Foreign Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| Wellington Global Opportunistic Value | 13.00 | 12.23 |
| Smead International Value Composite | 13.86 | 12.12 |
| WGI Developed Markets Ex-U.S. Composite | 12.95 | 12.09 |
| Promethos International Core | 12.74 | 11.96 |
| Acadian ACWI ex-US Value Composite | 12.16 | 11.33 |
| Acadian ACW ex-U.S. Equity Composite | 11.89 | 11.06 |
| ARGA International Equity Strategy | 11.71 | 10.58 |
| Pzena International Focused Value | 10.22 | 9.65 |
| MFS Blended Research - International | 9.93 | 9.49 |
| Pzena International Value | 9.47 | 9.10 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Diversified Pacific/Asia | 1 year gross return | 1 year net return |
|---|---|---|
| Metis International Micro Cap Equity | 41.89 | 41.46 |
| Dalton Asia Pacific Long Only Composite | 41.12 | 38.11 |
| ImpaxAsian Enviornmental Composite | 28.67 | 27.40 |
| abrdn Asia Pacific inc Japan Equity | 22.56 | 21.35 |
| Financial Trust Asia ValueMomentum | 22.63 | 21.12 |
| State Street Asia Pac Value Spotlight | 18.04 | 17.35 |
| ARI Asia Pacific | 18.25 | 17.10 |
| Sit Inv Pac Basin | 16.53 | 15.49 |
| Horizon Asia Institutional | 11.78 | 10.67 |
| Asia Pacific Separately Mangaed Account | 11.11 | 10.36 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Diversified Pacific/Asia | 5 year gross return | 5 year net return |
|---|---|---|
| Financial Trust Asia ValueMomentum | 19.72 | 18.24 |
| ARI Asia Pacific | 14.19 | 13.57 |
| ImpaxAsian Enviornmental Composite | 13.89 | 12.76 |
| abrdn Asia Pacific inc Japan Equity | 12.55 | 11.43 |
| Sit Inv Pac Basin | 11.84 | 10.85 |
| State Street Asia Pac Value Spotlight | 9.25 | 8.58 |
| Dalton Asia Pacific Long Only Composite | 6.95 | 5.76 |
| Asia Pacific Separately Mangaed Account | 6.43 | 5.62 |
| Horizon Asia Institutional | 6.43 | 5.36 |
| Metis International Micro Cap Equity | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Mid-Cap Value | 1 year gross return | 1 year net return |
|---|---|---|
| Old West Large Cap | 88.42 | 86.61 |
| Hotchkis & Wiley - Md-Cap Val | 83.20 | 82.43 |
| Bailard Micrcap Value | 80.99 | 79.27 |
| Pzena Mid Cap Focused Value | 70.21 | 69.09 |
| Smith Graham SMID (Small/Mid) Cap Value | 61.49 | 65.17 |
| Pzena Mid Cap Value | 63.94 | 63.69 |
| Integrity Small/Mid-Cap Value Comp | 65.33 | 63.68 |
| Ariel Small/Mid Cap Value Product | 64.62 | 62.97 |
| Hillcrest Mid Cap | 59.54 | 59.54 |
| QMA Mid Cap Value Equity | 60.43 | 59.43 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Mid-Cap Value | 5 year gross return | 5 year net return |
|---|---|---|
| Miller Opportunity Equity | 18.38 | 17.22 |
| Old West Large Cap | 16.16 | 15.08 |
| HIS Horizon Enh Socially Responsible | 16.35 | 14.89 |
| EAM All Cap Equity | 14.63 | 14.16 |
| Smith Graham SMID (Small/Mid) Cap Value | 14.05 | 13.91 |
| Heartland Mid Cap Value | 14.45 | 13.65 |
| Ariel Small/Mid Cap Value Product | 14.67 | 13.54 |
| Sycamore Mid Cap Value Comp | 14.03 | 13.18 |
| Clifford Capital All-Cap Value | 13.62 | 13.12 |
| Kennedy Mid-Cap Value | 13.61 | 12.78 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Target Date 2011-2015 | 1 year gross return | 1 year net return |
|---|---|---|
| AB Multi-Manager Ret Tr 2015 W CL K15 | 14.41 | 13.55 |
| Capital Group 2015 Target Date Ret Comp | 13.25 | 13.25 |
| FIAM Blend Target Date 2015 Composite | 13.60 | 13.24 |
| BNYM Newton SL SmartPath Trgt Dt 2015 T | 11.94 | 12.01 |
| FIAM Index Target Date 2015 Q | 10.97 | 10.96 |
| FIAM Index Target Date 2015 Composite | 10.99 | 10.84 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Target Date 2011-2015 | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Blend Target Date 2015 Composite | 8.80 | 8.55 |
| FIAM Index Target Date 2015 Q | 8.19 | 8.18 |
| FIAM Index Target Date 2015 Composite | 8.23 | 8.12 |
| Capital Group 2015 Target Date Ret Comp | 8.02 | 8.02 |
| BNYM Newton SL SmartPath Trgt Dt 2015 T | 7.72 | 7.70 |
| AB Multi-Manager Ret Tr 2015 W CL K15 | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Penn Capital Small to Micro Cap Equity | 104.05 | 103.10 |
| Financial Trust American Discplnd Small | 88.28 | 85.96 |
| Oberweis Micro-Cap Growth | 83.33 | 82.10 |
| Granahan SMID Select | 82.66 | 80.94 |
| Granahan Small Cap Select | 81.64 | 79.93 |
| Penn Capital Small Cap Equity | 79.18 | 78.31 |
| Next Century Growth Micro Cap Growth | 78.66 | 77.29 |
| Morgan Stanley Inception | 77.42 | 75.98 |
| White Pine Capital Small Cap | 75.08 | 73.63 |
| CS McKee Small-Cap Equity | 73.58 | 73.09 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Next Century Growth Micro Cap Growth | 42.03 | 41.10 |
| Morgan Stanley Inception | 40.38 | 39.35 |
| Granahan Small Cap Select | 39.38 | 38.07 |
| Granahan Inv Mgt - Sm Cap Focused Grth | 39.11 | 38.00 |
| Granahan SMID Select | 37.98 | 36.65 |
| Advisory Research U.S. Small Cap Growth | 35.86 | 34.59 |
| Granahan SC Advantage | 33.15 | 32.49 |
| Driehaus Micro Cap Growth | 32.40 | 31.14 |
| Next Century Growth Small Cap | 31.26 | 30.04 |
| Wasatch Small Cap Ultra Growth Composite | 31.13 | 29.99 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Target Date 2026-2030 | 1 year gross return | 1 year net return |
|---|---|---|
| Q3 Voyage Target 2030 | 21.76 | 21.17 |
| AB Multi-Manager Ret Tr 2030 W CL K15 | 22.00 | 21.09 |
| FIAM Blend Target Date 2030 Composite | 20.90 | 20.49 |
| BNYM Newton SL SmartPath Trgt Dt 2030 T | 19.34 | 19.26 |
| Capital Group 2030 Target Date Ret Comp | 18.56 | 18.56 |
| FIAM Index Target Date 2030 Q | 17.49 | 17.48 |
| FIAM Index Target Date 2030 Composite | 17.56 | 17.40 |
| Q3 Destination Target 2030 | 17.76 | 17.18 |
| Northern Trust Goal Engineer 2030 Model | 16.60 | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Target Date 2026-2030 | 5 year gross return | 5 year net return |
|---|---|---|
| Capital Group 2030 Target Date Ret Comp | 11.54 | 11.54 |
| FIAM Blend Target Date 2030 Composite | 11.74 | 11.49 |
| FIAM Index Target Date 2030 Q | 11.04 | 11.03 |
| FIAM Index Target Date 2030 Composite | 11.07 | 10.97 |
| BNYM Newton SL SmartPath Trgt Dt 2030 T | 10.33 | 10.27 |
| Q3 Voyage Target 2030 | 8.49 | 7.95 |
| AB Multi-Manager Ret Tr 2030 W CL K15 | n/a | n/a |
| Q3 Destination Target 2030 | n/a | n/a |
| Northern Trust Goal Engineer 2030 Model | 7.05 | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Diamond Hill All Cap Select WRAP | 54.31 | 49.90 |
| Trowbridge Dynamic Alpha (Adviser Class) | 49.21 | 48.67 |
| Eagle Capital - Equity | 49.64 | 48.58 |
| Harris U.S. Equity Comp | 48.40 | 47.33 |
| Harris U.S. Concentrated Value Equity | 46.93 | 45.52 |
| Jacobs Levy Core Equity (Russell 3000) | 46.11 | 45.43 |
| WEDGE Large Cap Value | 45.35 | 44.30 |
| Newton US Large Cap Core Equity | 44.86 | 44.26 |
| Lazard Global Equity Franchise | 44.41 | 43.59 |
| Pinnacle All Cap Equity | 44.82 | 43.47 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Euclid Advisory Large Cap Growth | 22.30 | 20.90 |
| Profit Inv Mgt (PIM) Profit Social | 20.43 | 19.80 |
| Fuller & Thaler Behavioral Unconstrnd Eq | 19.97 | 19.56 |
| WestEnd Advisors US Sector | 19.63 | 19.30 |
| Pioneer US Large Core Equity | 19.74 | 19.05 |
| Franklin Street Partners Advantaged Eqty | 20.15 | 18.97 |
| HSMP Concentrated Quality Growth Eq | 19.70 | 18.89 |
| Franklin Street Sustainable Respsib Eqty | 19.95 | 18.76 |
| GS US Equity ESG | 19.01 | 18.60 |
| WJA Equity Oriented Compsit (Eq Asst Cl) | 19.28 | 18.60 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Target Date 2000-2010 | 1 year gross return | 1 year net return |
|---|---|---|
| Capital Group 2010 Target Date Ret Comp | 11.83 | 11.83 |
| AB Multi-Manager Ret Tr 2010 W CL K15 | 11.84 | 11.01 |
| FIAM Blend Target Date 2010 Composite | 10.81 | 10.46 |
| FIAM Index Target Date 2010 Q | 8.55 | 8.54 |
| FIAM Index Target Date 2010 Composite | 8.54 | 8.39 |
| FIAM Blend Target Date 2005 Composite | 8.15 | 7.80 |
| FIAM Index Target Date 2005 Composite | 6.09 | 5.95 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Target Date 2000-2010 | 5 year gross return | 5 year net return |
|---|---|---|
| Capital Group 2010 Target Date Ret Comp | 7.44 | 7.44 |
| FIAM Blend Target Date 2010 Composite | 7.67 | 7.42 |
| FIAM Index Target Date 2010 Q | 7.11 | 7.10 |
| FIAM Index Target Date 2010 Composite | 7.16 | 7.05 |
| FIAM Blend Target Date 2005 Composite | 6.55 | 6.31 |
| FIAM Index Target Date 2005 Composite | 6.09 | 5.99 |
| AB Multi-Manager Ret Tr 2010 W CL K15 | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Goldman Sachs Opportunistic Fixed Income | 4.25 | 3.73 |
| Pioneer Multi-Asset Ultrashort Income | 2.88 | 2.63 |
| Federated Hermes Trade Finance | 3.36 | 2.48 |
| Segall Bryant Short Term Plus Fixed | 2.22 | 2.03 |
| Calvert Ultra-Short Duration Bond | 2.29 | 2.02 |
| L&S Short-Duration Investment Grade | 2.18 | 1.92 |
| Federated Hermes Active Cash Broad | 1.60 | 1.50 |
| Seix Ultra-Short Strategy | 1.51 | 1.34 |
| RBC US Ultra Short Duration: Full Style | 1.26 | 1.06 |
| Winthrop Ultra-Short Fixed Income | 1.35 | 0.87 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Schroders Enhanced Securitized | 3.24 | 2.73 |
| Federated Hermes Trade Finance | 3.20 | 2.33 |
| Federated Hermes Active Cash Broad | 2.46 | 2.30 |
| RBC US Ultra Short Duration: Full Style | 2.41 | 2.21 |
| Segall Bryant Short Term Plus Fixed | 2.40 | 2.20 |
| PIMCO Short Term | 2.54 | 2.09 |
| Calvert Ultra-Short Duration Bond | 2.28 | 2.03 |
| MetLife Inv. Mgmt. STAMP 1-3 | 2.27 | 2.01 |
| Winthrop Ultra-Short Fixed Income | 2.53 | 1.97 |
| Seix Ultra-Short Strategy | 2.09 | 1.92 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Herzfeld Fixed Income Composite | 24.11 | 23.10 |
| L&S High Yield | 19.49 | 18.52 |
| First Quadrant Essential Beta | 12.73 | 12.34 |
| Adviser AIQ Tactical Multi-Asset Income | 13.47 | 11.78 |
| GVIC Focused Fixed Income Value Strategy | 12.33 | 11.44 |
| Federated Hermes Strategic Multi-Sector | 10.71 | 10.32 |
| PineBridge Dynamic Fixed Income Comp | 10.43 | 10.09 |
| Fort Washington Flexible Income | 9.59 | 9.32 |
| Preferred Securities Fixed Income | 9.53 | 9.10 |
| Calvert Flexible Bond | 9.52 | 9.08 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Herzfeld Fixed Income Composite | 10.52 | 9.69 |
| GVIC Focused Fixed Income Value Strategy | 6.92 | 6.07 |
| BW Global Multi-Sector Income (fka GITR) | 6.56 | 5.98 |
| LS Multisector Credit | 6.24 | 5.76 |
| Aristotle Strategic Credit | 5.64 | 5.64 |
| Federated Hermes Strategic Multi-Sector | 5.92 | 5.56 |
| PIMCO Diversified Income | 6.16 | 5.44 |
| PIMCO Income Composite | 5.89 | 5.31 |
| Thornburg Multisector Opportun Composite | 5.89 | 5.25 |
| Newfleet Global Multi-Sector Income Comp | 6.59 | 5.19 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| DOMO Concentrated All Cap Value | 136.24 | 132.04 |
| Bridgeway Small Cap Value | 104.87 | 103.59 |
| WPG Partners Concentrated Small Cap Val | 91.66 | 90.89 |
| Bridgeway Omni Small-Cap Value | 88.19 | 87.63 |
| Penn Capital Small Cap Value Equity | 86.29 | 85.46 |
| QMA Small Cap Value Equity | 84.05 | 82.75 |
| PIMCO RAE US Small | 83.55 | 82.64 |
| Barrow Hanley Diversified Small Cap Val | 82.87 | 81.54 |
| Fuller & Thaler Small-Cap Value | 80.58 | 79.75 |
| Snow Capital Mgt Small Cap Value Eq | 80.07 | 79.25 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| DOMO Concentrated All Cap Value | 33.28 | 31.17 |
| Penn Capital Small Cap Value Equity | 20.94 | 20.30 |
| Brandywine Small Mid Cap Val Eq | 17.59 | 16.55 |
| Bridgeway Small Cap Value | 17.13 | 16.54 |
| Donald Smith & Co. Sm-Cap Val Eq | 16.27 | 15.61 |
| Brandywine Institutional Small Cap Value | 15.98 | 14.84 |
| VIMCO Small Cap Value Composite | 15.72 | 14.56 |
| American Century U.S. Small Cap Value | 15.59 | 14.48 |
| DePrince, Race & Zollo, Micro Cap Val | 15.55 | 14.46 |
| PIMCO RAE US Small | 14.45 | 14.00 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Large Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Diamond Hill All Cap Select WRAP | 54.31 | 49.90 |
| Trowbridge Dynamic Alpha (Adviser Class) | 49.21 | 48.67 |
| Eagle Capital - Equity | 49.64 | 48.58 |
| Harris U.S. Equity Comp | 48.40 | 47.33 |
| Harris U.S. Concentrated Value Equity | 46.93 | 45.52 |
| Jacobs Levy Core Equity (Russell 3000) | 46.11 | 45.43 |
| WEDGE Large Cap Value | 45.35 | 44.30 |
| Newton US Large Cap Core Equity | 44.86 | 44.26 |
| Lazard Global Equity Franchise | 44.41 | 43.59 |
| Pinnacle All Cap Equity | 44.82 | 43.47 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Large Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Euclid Advisory Large Cap Growth | 22.30 | 20.90 |
| Profit Inv Mgt (PIM) Profit Social | 20.43 | 19.80 |
| Fuller & Thaler Behavioral Unconstrnd Eq | 19.97 | 19.56 |
| WestEnd Advisors US Sector | 19.63 | 19.30 |
| Pioneer US Large Core Equity | 19.74 | 19.05 |
| Franklin Street Partners Advantaged Eqty | 20.15 | 18.97 |
| HSMP Concentrated Quality Growth Eq | 19.70 | 18.89 |
| Franklin Street Sustainable Respsib Eqty | 19.95 | 18.76 |
| GS US Equity ESG | 19.01 | 18.60 |
| WJA Equity Oriented Compsit (Eq Asst Cl) | 19.28 | 18.60 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Real Estate | 1 year gross return | 1 year net return |
|---|---|---|
| CBRE Listed US Real Estate Composite | 45.15 | 44.24 |
| Brookfield US Rl Estate Secs Value Inc | 42.17 | 41.42 |
| Duff & Phelps US REIT | 41.84 | 41.00 |
| Heitman US RE Securities Focused | 41.44 | 40.61 |
| Morgan Stanley U.S Real Estate | 41.80 | 40.44 |
| BNYM Mellon SL REIT Index Fund Class T | 40.37 | 40.41 |
| BNYM Mellon SL REIT Index Fund | 40.37 | 40.26 |
| Adelante Total Return Strategy Composite | 40.86 | 40.25 |
| Innovative Portfolios Real Estate I&G | 41.16 | 39.46 |
| O'Shaughnessy U.S. REIT | 40.21 | 39.26 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Real Estate | 5 year gross return | 5 year net return |
|---|---|---|
| Cohen & Steers US Realty Focus Comp | 12.42 | 11.58 |
| WFAM PMV REIT Equity | 10.99 | 10.16 |
| Cohen & Steers US Realty Total Ret Comp | 10.65 | 9.81 |
| Neuberger Berman REIT | 10.75 | 9.80 |
| Financial Trust Global REIT | 11.06 | 9.69 |
| PGI Real Estate Equity Securities | 10.19 | 9.58 |
| Heitman US RE Securities Focused | 9.90 | 9.23 |
| Duff & Phelps US REIT | 9.82 | 9.16 |
| Wellington Real Estate Securities | 9.97 | 9.15 |
| Sterling Capital Stratton Real EstateSMA | 9.74 | 9.08 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Small Value | 1 year gross return | 1 year net return |
|---|---|---|
| DOMO Concentrated All Cap Value | 136.24 | 132.04 |
| Bridgeway Small Cap Value | 104.87 | 103.59 |
| WPG Partners Concentrated Small Cap Val | 91.66 | 90.89 |
| Bridgeway Omni Small-Cap Value | 88.19 | 87.63 |
| Penn Capital Small Cap Value Equity | 86.29 | 85.46 |
| QMA Small Cap Value Equity | 84.05 | 82.75 |
| PIMCO RAE US Small | 83.55 | 82.64 |
| Barrow Hanley Diversified Small Cap Val | 82.87 | 81.54 |
| Fuller & Thaler Small-Cap Value | 80.58 | 79.75 |
| Snow Capital Mgt Small Cap Value Eq | 80.07 | 79.25 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Small Value | 5 year gross return | 5 year net return |
|---|---|---|
| DOMO Concentrated All Cap Value | 33.28 | 31.17 |
| Penn Capital Small Cap Value Equity | 20.94 | 20.30 |
| Brandywine Small Mid Cap Val Eq | 17.59 | 16.55 |
| Bridgeway Small Cap Value | 17.13 | 16.54 |
| Donald Smith & Co. Sm-Cap Val Eq | 16.27 | 15.61 |
| Brandywine Institutional Small Cap Value | 15.98 | 14.84 |
| VIMCO Small Cap Value Composite | 15.72 | 14.56 |
| American Century U.S. Small Cap Value | 15.59 | 14.48 |
| DePrince, Race & Zollo, Micro Cap Val | 15.55 | 14.46 |
| PIMCO RAE US Small | 14.45 | 14.00 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Natural Resources | 1 year gross return | 1 year net return |
|---|---|---|
| Macquarie Global Natural Resources | 59.78 | 58.57 |
| Newton Global Natural Resources | 58.14 | 57.08 |
| Cohen & Steers Natural Resource Eq Comp | 50.16 | 49.20 |
| KBIGI Global Resource Solution | 46.40 | 45.20 |
| KBIGI Water Strategy | 39.16 | 37.88 |
| Financial Trust Global Resources | 39.02 | 37.30 |
| VanEck Global Resources Composite | 38.12 | 37.18 |
| Ecofin Global Water Composite | 32.66 | 31.67 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Natural Resources | 5 year gross return | 5 year net return |
|---|---|---|
| KBIGI Global Resource Solution | 16.36 | 15.39 |
| Ecofin Global Water Composite | 15.89 | 14.98 |
| KBIGI Water Strategy | 13.58 | 12.60 |
| Newton Global Natural Resources | 10.62 | 9.81 |
| Cohen & Steers Natural Resource Eq Comp | 9.24 | 8.52 |
| Financial Trust Global Resources | 5.41 | 4.10 |
| VanEck Global Resources Composite | 2.70 | 1.94 |
| Macquarie Global Natural Resources | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Long-Term Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Dorsey Wright Tactical Fixed Income | 7.60 | 6.60 |
| FIAM Long Corporate Composite | 4.25 | 3.96 |
| Barings U.S. Invest. Grade Corp. Credit | 4.04 | 3.78 |
| Macquarie US Long Duration Fix-Inc | 4.15 | 3.58 |
| Conning LDI Credit 15-25 Year Maturity | 3.66 | 3.35 |
| Conning Long Duration Credit | 3.54 | 3.27 |
| PIMCO Long Term Bond - Long Credit | 3.30 | 3.06 |
| TCW Long Duration Credit | 3.13 | 2.96 |
| Mellon Long Corporate | 3.07 | 2.86 |
| Conning LDI Credit over 25 Year Maturity | 3.27 | 2.84 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Long-Term Bond | 5 year gross return | 5 year net return |
|---|---|---|
| PIMCO Long Term Bond - Long Credit | 7.57 | 7.30 |
| FIAM Long Corporate Composite | 7.23 | 6.93 |
| TCW Long Duration Credit | 6.93 | 6.74 |
| PIMCO Long Term Bond Full Authority | 6.95 | 6.71 |
| Dodge & Cox Long Duration FI Composite | 7.04 | 6.67 |
| Mellon Long Corporate | 6.85 | 6.64 |
| AXA Inv Mgrs US Inv Grade Corp | 5.32 | 6.59 |
| Wellington Long Credit | 6.90 | 6.58 |
| Barrow Hanley Long Credit | 6.82 | 6.44 |
| Macquarie US Long Duration Fix-Inc | 6.97 | 6.39 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Foreign Small/Mid Value | 1 year gross return | 1 year net return |
|---|---|---|
| Pzena Intl Small Cap Focused Value | 54.64 | 53.65 |
| Brandes International Small Cap Eq | 53.71 | 52.39 |
| Renaissance International Small Cap Eq | 50.43 | 50.27 |
| Metis Global Micro Cap Equity | 48.72 | 47.32 |
| Kopernik Global All-Cap | 40.15 | 39.26 |
| Metis International Small Cap Equity | 39.24 | 38.27 |
| ARGA International Small-Cap Strategy | 39.54 | 38.20 |
| SAMG International Small Cap Value | 38.18 | 37.20 |
| ClearBridge International Small Cap | 38.28 | 36.94 |
| Fundametrics International Small Cap | 37.05 | 36.40 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Foreign Small/Mid Value | 5 year gross return | 5 year net return |
|---|---|---|
| Kopernik Global All-Cap | 13.60 | 12.78 |
| Renaissance International Small Cap Eq | 12.03 | 11.40 |
| ARGA International Small-Cap Strategy | 11.23 | 9.99 |
| GlobeFlex International Micro Cap Cmpst | 10.55 | 9.58 |
| Causeway International Small Cap | 9.74 | 8.83 |
| Pzena Intl Small Cap Focused Value | 8.54 | 8.13 |
| LSV Asset Mgt Intl Sm-Cap Val Eq | 8.49 | 7.42 |
| Metis Global Micro Cap Equity | 8.56 | 7.33 |
| SSgA International Small Cap Active | 8.36 | 6.94 |
| ClearBridge International Small Cap | 7.78 | 6.72 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Target Date 2016-2020 | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Blend Target Date 2020 Composite | 16.28 | 15.91 |
| AB Multi-Manager Ret Tr 2020 W CL K15 | 16.52 | 15.65 |
| Q3 Voyage Target 2020 | 15.28 | 14.71 |
| BNYM Newton SL SmartPath Trgt Dt 2020 T | 13.96 | 13.89 |
| Capital Group 2020 Target Date Ret Comp | 13.74 | 13.74 |
| FIAM Index Target Date 2020 Q | 13.43 | 13.42 |
| FIAM Index Target Date 2020 Composite | 13.47 | 13.31 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Target Date 2016-2020 | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Blend Target Date 2020 Composite | 9.73 | 9.48 |
| FIAM Index Target Date 2020 Q | 9.09 | 9.08 |
| FIAM Index Target Date 2020 Composite | 9.12 | 9.02 |
| Capital Group 2020 Target Date Ret Comp | 8.72 | 8.72 |
| BNYM Newton SL SmartPath Trgt Dt 2020 T | 8.53 | 8.48 |
| Q3 Voyage Target 2020 | 5.57 | 5.05 |
| AB Multi-Manager Ret Tr 2020 W CL K15 | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Pacific/Asia ex-Japan Stk | 1 year gross return | 1 year net return |
|---|---|---|
| Baillie Gifford Asia ex Japan | 34.35 | 33.39 |
| Mirae Asset Asia Sector Leader Eq | 30.81 | 29.49 |
| RBC Asia Pacific ex Japan Equity | 23.97 | 23.97 |
| abrdn Asia Pacific ex Japan Equity | 23.70 | 22.48 |
| RBC Asia ex Japan Equity | 23.07 | 21.91 |
| Brandes Asia Pacific ex-Japan Equity | 19.04 | 17.92 |
| Ninety One Asia Pacific Ex Japan | 17.89 | 17.14 |
| Lazard Emg Markets Eq Blend Asia ADR | 17.04 | 16.39 |
| Morgan Stanley Asia Pacific Equity | 16.88 | 16.29 |
| Fisher Investments Asia ex-Japan Equity | 15.81 | 15.81 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Pacific/Asia ex-Japan Stk | 5 year gross return | 5 year net return |
|---|---|---|
| Baillie Gifford Asia ex Japan | 23.07 | 22.25 |
| Morgan Stanley Asia Opportunity | 20.78 | 19.40 |
| RBC Asia Pacific ex Japan Equity | 12.57 | 13.01 |
| T. Rowe Price Asia Opportunities Eq Comp | 13.65 | 12.86 |
| T. Rowe Price Asia ex-Japan Equity | 13.15 | 12.33 |
| Ninety One Asia Pacific Ex Japan | 12.99 | 12.26 |
| AllianzGI Total Return Asia Equity | 14.21 | 12.00 |
| RBC Asia ex Japan Equity | 13.01 | 11.95 |
| abrdn Asia Pacific ex Japan Equity | 12.91 | 11.79 |
| Mirae Asset Asia Sector Leader Eq | 12.75 | 11.50 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Pzena Large Cap Focused Value | 67.17 | 66.64 |
| Pzena Focused Value | 64.24 | 63.25 |
| Hotchkis & Wiley - Lg-Cap Divers Val | 62.39 | 62.24 |
| Poplar Forest Contrarian Val Ptnrs Str | 61.40 | 59.90 |
| Harris U.S. Diversified Comp | 60.55 | 59.47 |
| Hotchkis & Wiley - Lg-Cap Fundamental V | 59.62 | 59.20 |
| Pzena Large Cap Value | 58.07 | 57.91 |
| Diamond Hill All Cap Select Equity | 55.58 | 54.53 |
| Snow Capital Mgt Large Cap Value | 54.42 | 53.70 |
| Hi-Line Capital Intrinsic Value Equity | 52.44 | 52.44 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| Polaris Concentrated Value | 20.59 | 19.41 |
| JPM US Value-Composite | 13.89 | 18.13 |
| Cooke & Bieler Concentrated Value Equity | 18.71 | 17.70 |
| Polaris Focused Value | 18.75 | 17.57 |
| Johnson Institutional Mgt Enhanced Index | 17.11 | 17.27 |
| Seizert Capital Partners Core Equity | 17.73 | 17.16 |
| Renaissance 3-Way Asset Allocation | 17.74 | 17.04 |
| Hillman Advantage Value Equity SMA | 18.17 | 17.01 |
| Markston U.S. Large Cap Value | 17.67 | 16.92 |
| Cornerstone Concentrated 30 | 17.77 | 16.90 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| World Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| Brinker Real Asset | 49.11 | 48.52 |
| FEG Real Assets Portfolio | 45.08 | 45.08 |
| SAM Moderate Global Growth | 36.09 | 34.77 |
| iSectors Endowment Allocation | 31.13 | 33.22 |
| Brinker AdvisorOne RB 85 - Mod Aggressiv | 32.25 | 32.25 |
| Brandes Global Balanced | 31.50 | 31.30 |
| Cohen & Steers Alternative Income | 30.64 | 29.75 |
| Thornburg Investment Income Builder Sep | 30.47 | 29.58 |
| First Trust Balanced Closed-End Fund | 30.82 | 28.86 |
| Leuthold Global Tactical ETF Portfolio | 27.12 | 26.49 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| World Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| Calamos Global Opportunities Composite | 14.17 | 13.43 |
| SAM Moderate Global Growth | 13.10 | 11.95 |
| Ivy Asset Composite | 11.63 | 10.80 |
| WST All Equity | 13.06 | 10.59 |
| Morgan Stanley Glbl Tactical Asset Alloc | 10.89 | 10.59 |
| Brinker AdvisorOne RB 85 - Mod Aggressiv | 10.55 | 10.55 |
| Innealta Global All Asset Opp Growth | 10.28 | 9.86 |
| RiverFront ETF Dynamic Equity Income | 11.30 | 9.57 |
| Stairway Dynamic Allocation - Growth | 9.95 | 9.13 |
| Stairway Tax-Managed Dynam Alloc-Growth | 9.92 | 9.10 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Long Government | 1 year gross return | 1 year net return |
|---|---|---|
| Sterling Full Term Govt Credit SMA Wrap | -0.80 | -1.71 |
| Donoghue Forlines Treasury | -4.96 | -5.90 |
| Franklin U.S. Govt Ladder 5-20 Yr SMA | -5.19 | -6.63 |
| DoubleLine Long Duration Total Return | -6.82 | -8.35 |
| PIMCO Long Duration Treasury | -9.31 | -9.75 |
| SSgA Long U.S. Govt Bond Index Strategy | -10.10 | -10.15 |
| Hoisington Inv Mgt Macroeconomic FI Comp | -11.23 | -11.39 |
| NISA 15+ STRIPS Fixed Income Composite | -12.90 | -12.99 |
| Barrow Hanley Extended Duration | -13.61 | -13.79 |
| PIMCO Long Bond Extended Duration | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Long Government | 5 year gross return | 5 year net return |
|---|---|---|
| NISA 15+ STRIPS Fixed Income Composite | 4.12 | 3.98 |
| Barrow Hanley Extended Duration | 4.12 | 3.88 |
| Hoisington Inv Mgt Macroeconomic FI Comp | 3.76 | 3.55 |
| SSgA Long U.S. Govt Bond Index Strategy | 3.30 | 3.24 |
| PIMCO Long Duration Treasury | 3.63 | 3.13 |
| DoubleLine Long Duration Total Return | 3.83 | 2.62 |
| Sterling Full Term Govt Credit SMA Wrap | n/a | n/a |
| Donoghue Forlines Treasury | n/a | n/a |
| Franklin U.S. Govt Ladder 5-20 Yr SMA | n/a | n/a |
| PIMCO Long Bond Extended Duration | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Europe Stock | 1 year gross return | 1 year net return |
|---|---|---|
| Pzena European Focused Value | 53.24 | 52.69 |
| Brandes European Equity | 44.63 | 43.75 |
| SSgA Eurozone Value Spotlight | 40.99 | 40.17 |
| Marathon European Equity Composite | 33.14 | 37.38 |
| Fisher European Equity | 36.43 | 35.63 |
| SSgA Europe Value Spotlight | 36.23 | 35.12 |
| Newton Euroland Small Cap Equity | 36.37 | 35.05 |
| Financial Trust Europe ValueMomentum | 35.17 | 33.50 |
| Intech European Large Cap Core | 31.94 | 31.22 |
| Wellington Strategic European Equity | 30.07 | 29.12 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Europe Stock | 5 year gross return | 5 year net return |
|---|---|---|
| Baillie Gifford Europe ex UK | 19.39 | 18.72 |
| Baillie Gifford Pan-Europe | 14.85 | 14.14 |
| NS Partners European Equity | 13.52 | 12.85 |
| T. Rowe Price Europe ex-UK Equity | 12.84 | 12.29 |
| PGI European Equity | 12.74 | 12.25 |
| Financial Trust Europe ValueMomentum | 12.94 | 11.54 |
| Newton Euroland Small Cap Equity | 12.31 | 11.23 |
| Fisher European Equity | 11.88 | 10.98 |
| Wellington Strategic European Equity | 11.62 | 10.80 |
| T. Rowe Price Europe Equity | 11.15 | 10.60 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Japan Stock | 1 year gross return | 1 year net return |
|---|---|---|
| Eastspring Japan Focused Value Strategy | 50.14 | 49.02 |
| FIAM Japan Growth | 35.20 | 34.15 |
| Pzena Japan Focused Value | 32.90 | 32.52 |
| Lazard Japanese Equity | 32.33 | 32.02 |
| Lazard Japanese Strategic Equity | 31.91 | 31.86 |
| RBC Japan Equity | 23.70 | 22.53 |
| MFS Japan Equity | 22.69 | 21.94 |
| Acadian Japanese Equity Composite | 20.46 | 19.57 |
| Burgundy Focus Asian Composite | 19.64 | 18.76 |
| Usonian Japan Value | 19.51 | 18.29 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Japan Stock | 5 year gross return | 5 year net return |
|---|---|---|
| RBC Japan Equity | 15.69 | 14.60 |
| T. Rowe Price Japan Equity | 13.83 | 13.20 |
| FIAM Japan Growth | 13.89 | 12.99 |
| Burgundy Focus Asian Composite | 13.48 | 12.60 |
| Baillie Gifford Japan Growth | 12.78 | 12.11 |
| Baillie Gifford Japan All Cap | 12.74 | 12.04 |
| Lazard Japanese Equity | 12.25 | 11.93 |
| Burgundy Asian (All Cap) Composite | 12.96 | 11.85 |
| Lazard Japanese Strategic Equity | 11.82 | 11.42 |
| MFS Japan Equity | 10.86 | 10.15 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Foreign Small/Mid Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Pinnacle International Small Cap Equity | 81.26 | 79.17 |
| WCM International Small Cap Growth | 45.42 | 44.38 |
| abrdn Global Equity - Small Cap | 41.47 | 40.41 |
| Segall Bryant Fndtl Intl Small Cap | 40.96 | 39.70 |
| Redwood International Small Cap | 40.30 | 39.23 |
| Schroders Global Smaller Companies | 39.81 | 37.75 |
| FIAM Concentrated Intl Small Cap | 35.86 | 34.74 |
| Driehaus International Small Cap Gr | 35.50 | 34.47 |
| Lazard International Small Cap | 35.31 | 34.26 |
| GA International Small Cap Composite | 34.44 | 33.33 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Foreign Small/Mid Growth | 5 year gross return | 5 year net return |
|---|---|---|
| WCM International Small Cap Growth | 26.31 | 25.49 |
| Brown Capital Intl Small Company | 22.05 | 21.23 |
| Redwood International Small Cap | 20.15 | 19.09 |
| abrdn Global Equity - Small Cap | 18.32 | 17.36 |
| Segall Bryant Fndtl Intl Small Cap | 17.72 | 16.54 |
| Oberweis Intl Opportunities | 17.55 | 16.46 |
| Kayne Anderson Rudnick SC International | 17.62 | 16.45 |
| Invesco International Small-Mid Cap | 16.63 | 15.59 |
| Axiom International Small Cap Strategy | 16.64 | 15.54 |
| T. Rowe Price International Small-Cap Eq | 16.62 | 15.53 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Leveraged Net Long | 1 year gross return | 1 year net return |
|---|---|---|
| Martingale 130/30 LargeCap Value | 41.50 | 40.60 |
| UBS: US Equity Opportunity Unconstrained | 37.06 | 36.90 |
| Lazard Global 130/30 | 37.62 | 36.45 |
| AQR Capital US Relaxed Constraint 40 | 35.98 | 35.25 |
| PVG Tactical Core Strategy | 36.22 | 35.06 |
| Quant US Large Cap 130/30 Equity | 35.39 | 34.09 |
| Martingale 130/30 LargeCap Core 500 | 34.43 | 33.57 |
| Martingale 130/30 LargeCap Growth | 30.44 | 29.61 |
| LA Capital U.S. Large Cap Active Exten | 28.83 | 27.94 |
| JPM US Large Cap Core 130/30-Composite | 30.31 | 26.64 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Leveraged Net Long | 5 year gross return | 5 year net return |
|---|---|---|
| PVG Tactical Core Strategy | 21.52 | 20.14 |
| JPM US Large Cap Core 130/30-Composite | 18.59 | 17.27 |
| UBS: US Equity Opportunity Unconstrained | 17.23 | 17.09 |
| LA Capital U.S. Large Cap Active Exten | 17.38 | 16.90 |
| Martingale 130/30 LargeCap Growth | 17.14 | 16.40 |
| Lazard Global 130/30 | 16.03 | 15.04 |
| AQR Capital US Relaxed Constraint 40 | 14.88 | 14.22 |
| Martingale 130/30 LargeCap Core 500 | 13.72 | 12.99 |
| Quant US Large Cap 130/30 Equity | 11.72 | 10.83 |
| Martingale Low Volatility Lg/Shrt LgCp+ | 10.77 | 10.06 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| High Yield Bond | 1 year gross return | 1 year net return |
|---|---|---|
| L&S Short-Duration High Yield | 23.95 | 22.84 |
| First Trust Taxable Closed End Fund | 23.53 | 21.91 |
| Mesirow High Yield | 20.72 | 20.21 |
| Strategic Income Mmgt SiM High Yld Instl | 18.05 | 17.63 |
| DDJ U.S. Opportunistic High Yield Comp | 17.37 | 16.82 |
| MacKay Select Credit Opportunities Comp | 16.90 | 16.04 |
| Federated Hermes Opportunistic HighYield | 16.62 | 16.04 |
| BNYM Insight DB NSL Eff Bt Fallen Angels | 16.39 | 15.93 |
| DDJ US Blended High Yield Composite | 16.20 | 15.77 |
| Capital Group US High Yield | 15.67 | 15.67 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| High Yield Bond | 5 year gross return | 5 year net return |
|---|---|---|
| MacKay Select Credit Opportunities Comp | 9.05 | 8.30 |
| Mesirow High Yield | 8.47 | 8.03 |
| Strategic Income Mmgt SiM High Yld Instl | 8.18 | 7.77 |
| DDJ U.S. Opportunistic High Yield Comp | 8.03 | 7.55 |
| PineBridge High Yield Bond Composite | 7.86 | 7.43 |
| Shenkman Capital Multi-Strategy Comp | 8.19 | 7.38 |
| T. Rowe Price US High Yield Bd (Phila.) | 7.88 | 7.35 |
| PGIM US Broad Market High Yield | 7.64 | 7.10 |
| Capital Group US High Yield | 7.33 | 6.98 |
| AB US High Yield | 7.39 | 6.95 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Short Government | 1 year gross return | 1 year net return |
|---|---|---|
| M.D. Sass 3-Year FI | 0.21 | 14.95 |
| Tannin Capital Short-Term Government | 1.21 | 0.85 |
| AB US Low Duration | 0.52 | 0.34 |
| CS McKee Short Government | 0.55 | 0.30 |
| M.D. Sass 2-Year FI | 0.47 | 0.21 |
| Sit Inv Short Dur Strat | 0.56 | 0.16 |
| Morgan Stanley U.S. Mortgage | 0.17 | 0.08 |
| Garcia Hamilton Short Duration | 0.12 | -0.05 |
| Bartlett & Co. Ltd Dur Fix-Inc | -0.03 | -0.19 |
| INCORE Short Government Comp | 0.14 | -0.21 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Short Government | 5 year gross return | 5 year net return |
|---|---|---|
| M.D. Sass 3-Year FI | 2.61 | 5.12 |
| Morgan Stanley U.S. Mortgage | 2.45 | 2.31 |
| Sit Inv Short Dur Strat | 2.58 | 2.17 |
| Federated Hermes Short-Interm U.S. Gov | 2.24 | 1.95 |
| CS McKee Short Government | 2.08 | 1.86 |
| PNC Cap Adv Intermediate U.S. Government | 2.09 | 1.84 |
| M.D. Sass 2-Year FI | 2.09 | 1.83 |
| Thornburg Limited Term U.S. Government | 2.12 | 1.74 |
| INCORE Short Government Comp | 2.02 | 1.66 |
| AB US Low Duration | 1.84 | 1.65 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Latin America Stock | 1 year gross return | 1 year net return |
|---|---|---|
| Financial Trust Latin Value Momentum | 67.12 | 65.06 |
| T. Rowe Price Latin America Equity | 24.11 | 23.09 |
| abrdn Latin American Equity | 20.96 | 19.76 |
| Morgan Stanley Latin America Equity | 21.09 | 19.40 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Latin America Stock | 5 year gross return | 5 year net return |
|---|---|---|
| T. Rowe Price Latin America Equity | 4.40 | 3.52 |
| Morgan Stanley Latin America Equity | 3.22 | 2.41 |
| Financial Trust Latin Value Momentum | 2.10 | 0.85 |
| abrdn Latin American Equity | 1.60 | 0.59 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Stable Value | 1 year gross return | 1 year net return |
|---|---|---|
| Putnam Stable Value Composite | 2.55 | 2.30 |
| NISA Stable Value | 2.38 | 2.15 |
| PIMCO Stable Value | 2.22 | 2.00 |
| T. Rowe Price Stable Value | 2.17 | 1.96 |
| Mellon Stable Value | 1.83 | 1.73 |
| Invesco Stable Value | 1.88 | 1.67 |
| Galliard Stable Value Composite | 1.98 | 1.64 |
| Dodge & Cox Intermediate Stable Value Co | 0.50 | 0.20 |
| WT - T. Rowe Price Stable Value CIT CL S | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Stable Value | 5 year gross return | 5 year net return |
|---|---|---|
| Dodge & Cox Intermediate Stable Value Co | 3.08 | 2.77 |
| NISA Stable Value | 2.78 | 2.53 |
| PIMCO Stable Value | 2.78 | 2.53 |
| Putnam Stable Value Composite | 2.49 | 2.24 |
| Mellon Stable Value | 2.22 | 2.12 |
| T. Rowe Price Stable Value | 2.31 | 2.10 |
| Invesco Stable Value | 2.28 | 2.07 |
| Galliard Stable Value Composite | 2.29 | 1.91 |
| WT - T. Rowe Price Stable Value CIT CL S | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Multisector Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Herzfeld Fixed Income Composite | 24.11 | 23.10 |
| L&S High Yield | 19.49 | 18.52 |
| First Quadrant Essential Beta | 12.73 | 12.34 |
| Adviser AIQ Tactical Multi-Asset Income | 13.47 | 11.78 |
| GVIC Focused Fixed Income Value Strategy | 12.33 | 11.44 |
| Federated Hermes Strategic Multi-Sector | 10.71 | 10.32 |
| PineBridge Dynamic Fixed Income Comp | 10.43 | 10.09 |
| Fort Washington Flexible Income | 9.59 | 9.32 |
| Preferred Securities Fixed Income | 9.53 | 9.10 |
| Calvert Flexible Bond | 9.52 | 9.08 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Multisector Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Herzfeld Fixed Income Composite | 10.52 | 9.69 |
| GVIC Focused Fixed Income Value Strategy | 6.92 | 6.07 |
| BW Global Multi-Sector Income (fka GITR) | 6.56 | 5.98 |
| LS Multisector Credit | 6.24 | 5.76 |
| Aristotle Strategic Credit | 5.64 | 5.64 |
| Federated Hermes Strategic Multi-Sector | 5.92 | 5.56 |
| PIMCO Diversified Income | 6.16 | 5.44 |
| PIMCO Income Composite | 5.89 | 5.31 |
| Thornburg Multisector Opportun Composite | 5.89 | 5.25 |
| Newfleet Global Multi-Sector Income Comp | 6.59 | 5.19 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Large Value | 1 year gross return | 1 year net return |
|---|---|---|
| Pzena Large Cap Focused Value | 67.17 | 66.64 |
| Pzena Focused Value | 64.24 | 63.25 |
| Hotchkis & Wiley - Lg-Cap Divers Val | 62.39 | 62.24 |
| Poplar Forest Contrarian Val Ptnrs Str | 61.40 | 59.90 |
| Harris U.S. Diversified Comp | 60.55 | 59.47 |
| Hotchkis & Wiley - Lg-Cap Fundamental V | 59.62 | 59.20 |
| Pzena Large Cap Value | 58.07 | 57.91 |
| Diamond Hill All Cap Select Equity | 55.58 | 54.53 |
| Snow Capital Mgt Large Cap Value | 54.42 | 53.70 |
| Hi-Line Capital Intrinsic Value Equity | 52.44 | 52.44 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Large Value | 5 year gross return | 5 year net return |
|---|---|---|
| Polaris Concentrated Value | 20.59 | 19.41 |
| JPM US Value-Composite | 13.89 | 18.13 |
| Cooke & Bieler Concentrated Value Equity | 18.71 | 17.70 |
| Polaris Focused Value | 18.75 | 17.57 |
| Johnson Institutional Mgt Enhanced Index | 17.11 | 17.27 |
| Seizert Capital Partners Core Equity | 17.73 | 17.16 |
| Renaissance 3-Way Asset Allocation | 17.74 | 17.04 |
| Hillman Advantage Value Equity SMA | 18.17 | 17.01 |
| Markston U.S. Large Cap Value | 17.67 | 16.92 |
| Cornerstone Concentrated 30 | 17.77 | 16.90 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Mid-Cap Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Horizon Small Cap Institutional | 79.00 | 77.21 |
| NCG SMID Cap | 56.88 | 55.49 |
| Horizon Research Select Instl | 54.31 | 52.78 |
| Tributary Small/Mid Cap Equity Composite | 50.75 | 49.70 |
| Essex Global Envir Opportunities Strat | 50.38 | 48.93 |
| TFCM Core Growth | 48.78 | 47.55 |
| Hood River Small/Mid-Cap Growth | 48.55 | 47.33 |
| Polen US SMID Company Growth Composite | 47.72 | 46.10 |
| Congress SMID Growth | 46.24 | 45.71 |
| SFE Pathways™ (SRI) All-Cap Composite | 46.28 | 45.53 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Mid-Cap Growth | 5 year gross return | 5 year net return |
|---|---|---|
| ARK Disruptive Innovation Full Composite | 36.90 | 36.63 |
| Morgan Stanley Discovery | 37.35 | 36.26 |
| ARK Disruptive Innovation Strategy SMA | 34.93 | 34.62 |
| NCG SMID Cap | 31.17 | 29.72 |
| Advisory Research U.S. Mid Cap Growth | 29.89 | 28.83 |
| Neuberger Berman Disrupters Portfolio | 30.11 | 28.47 |
| Kayne Anderson Rudnick Mid Sustain Gr | 28.99 | 28.03 |
| TFCM Core Growth | 29.05 | 27.72 |
| Spyglass Mid-Cap Growth (Long Only) | 28.56 | 27.34 |
| T. Rowe Price US Small-Cap Growth Equity | 28.28 | 27.34 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Target Date 2036-2040 | 1 year gross return | 1 year net return |
|---|---|---|
| Q3 Voyage Target 2040 | 29.98 | 29.34 |
| FIAM Blend Target Date 2040 Composite | 28.99 | 28.59 |
| AB Multi-Manager Ret Tr 2040 W CL K15 | 26.76 | 25.82 |
| FIAM Index Target Date 2040 Q | 24.89 | 24.87 |
| BNYM Newton SL SmartPath Trgt Dt 2040 T | 24.89 | 24.83 |
| Capital Group 2040 Target Date Ret Comp | 24.82 | 24.82 |
| FIAM Index Target Date 2040 Composite | 24.91 | 24.74 |
| Q3 Destination Target 2040 | 23.07 | 22.47 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Target Date 2036-2040 | 5 year gross return | 5 year net return |
|---|---|---|
| Capital Group 2040 Target Date Ret Comp | 13.97 | 13.97 |
| FIAM Blend Target Date 2040 Composite | 13.74 | 13.49 |
| FIAM Index Target Date 2040 Q | 13.00 | 12.99 |
| FIAM Index Target Date 2040 Composite | 13.02 | 12.92 |
| BNYM Newton SL SmartPath Trgt Dt 2040 T | 11.78 | 11.73 |
| Q3 Voyage Target 2040 | 11.29 | 10.73 |
| AB Multi-Manager Ret Tr 2040 W CL K15 | n/a | n/a |
| Q3 Destination Target 2040 | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Target Date 2021-2025 | 1 year gross return | 1 year net return |
|---|---|---|
| AB Multi-Manager Ret Tr 2025 W CL K15 | 19.51 | 18.62 |
| FIAM Blend Target Date 2025 Composite | 18.32 | 17.94 |
| BNYM Newton SL SmartPath Trgt Dt 2025 T | 16.82 | 16.84 |
| Capital Group 2025 Target Date Ret Comp | 15.66 | 15.66 |
| FIAM Index Target Date 2025 Q | 15.25 | 15.24 |
| FIAM Index Target Date 2025 Composite | 15.29 | 15.13 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Target Date 2021-2025 | 5 year gross return | 5 year net return |
|---|---|---|
| FIAM Blend Target Date 2025 Composite | 10.49 | 10.24 |
| Capital Group 2025 Target Date Ret Comp | 10.11 | 10.11 |
| FIAM Index Target Date 2025 Q | 9.82 | 9.81 |
| FIAM Index Target Date 2025 Composite | 9.84 | 9.74 |
| BNYM Newton SL SmartPath Trgt Dt 2025 T | 9.40 | 9.37 |
| AB Multi-Manager Ret Tr 2025 W CL K15 | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Ultrashort Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Goldman Sachs Opportunistic Fixed Income | 4.25 | 3.73 |
| Pioneer Multi-Asset Ultrashort Income | 2.88 | 2.63 |
| Federated Hermes Trade Finance | 3.36 | 2.48 |
| Segall Bryant Short Term Plus Fixed | 2.22 | 2.03 |
| Calvert Ultra-Short Duration Bond | 2.29 | 2.02 |
| L&S Short-Duration Investment Grade | 2.18 | 1.92 |
| Federated Hermes Active Cash Broad | 1.60 | 1.50 |
| Seix Ultra-Short Strategy | 1.51 | 1.34 |
| RBC US Ultra Short Duration: Full Style | 1.26 | 1.06 |
| Winthrop Ultra-Short Fixed Income | 1.35 | 0.87 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Ultrashort Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Schroders Enhanced Securitized | 3.24 | 2.73 |
| Federated Hermes Trade Finance | 3.20 | 2.33 |
| Federated Hermes Active Cash Broad | 2.46 | 2.30 |
| RBC US Ultra Short Duration: Full Style | 2.41 | 2.21 |
| Segall Bryant Short Term Plus Fixed | 2.40 | 2.20 |
| PIMCO Short Term | 2.54 | 2.09 |
| Calvert Ultra-Short Duration Bond | 2.28 | 2.03 |
| MetLife Inv. Mgmt. STAMP 1-3 | 2.27 | 2.01 |
| Winthrop Ultra-Short Fixed Income | 2.53 | 1.97 |
| Seix Ultra-Short Strategy | 2.09 | 1.92 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Emerging Markets Bond | 1 year gross return | 1 year net return |
|---|---|---|
| Stone Harbor EMD Total Return | 21.33 | 20.13 |
| Global Evolution Frontier Markets | 15.29 | 14.23 |
| Franklin Emerging Mkt Dbt Opp (USD) Comp | 13.48 | 12.70 |
| Stone Harbor Emerging Mkts Corp Dbt Cor | 10.64 | 10.19 |
| Invesco Emerging Market Corporate Bond | 10.68 | 10.14 |
| Eaton Vance EM Debt Opportunities | 10.64 | 9.94 |
| Lazard EM Debt - Corporate Broad | 10.28 | 9.69 |
| Payden & Rygel Emerging Markets | 9.55 | 9.06 |
| JPM EM Hard Currency Sovereign Debt-Comp | 6.98 | 9.02 |
| Fort Washington Emerging Market Debt | 9.49 | 8.84 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Emerging Markets Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Global Evolution Frontier Markets | 8.24 | 6.97 |
| Lazard EM Debt - Corporate Broad | 7.50 | 6.97 |
| Eaton Vance EM Debt Opportunities | 7.58 | 6.91 |
| Stone Harbor Emerging Mkts Corp Dbt Cor | 6.66 | 6.21 |
| Finisterre EMTR Composite | 6.74 | 5.89 |
| Franklin Emerging Mkt Dbt Opp (USD) Comp | 6.38 | 5.64 |
| MIM Emerging Markets Debt Corporate | 6.03 | 5.50 |
| Capital Group EM Debt (USD) Composite | 5.40 | 5.40 |
| Invesco Emerging Market Corporate Bond | 5.91 | 5.38 |
| JPM EM Hard Currency Sovereign Debt-Comp | 4.43 | 5.37 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| World Bond | 1 year gross return | 1 year net return |
|---|---|---|
| T. Rowe Price Dynamic Credit Composite | 13.33 | 12.86 |
| BW Global Unconstrained FI - Enhanced | 12.60 | 11.21 |
| Eaton Vance Multi-Asset Credit | 9.42 | 8.87 |
| Oaktree European Senior Loans | 7.73 | 7.19 |
| Brandywine Global Unconstrained F/I | 6.40 | 5.66 |
| Brandywine Global Opportun Fxd Inc | 5.68 | 5.23 |
| Brandywine Global Opportunistic Tot Ret | 5.93 | 5.20 |
| NewtonGlobal Dynamic Bond Income USD | 4.91 | 4.54 |
| Brandywine Global Fixed Income | 4.79 | 4.22 |
| T. Rowe Price Gbl Invmt Grade Corp Bond | 4.38 | 4.05 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| World Bond | 5 year gross return | 5 year net return |
|---|---|---|
| Eaton Vance Multi-Asset Credit | 6.18 | 5.66 |
| Wellington Opportunistic Fixed Income | 5.93 | 5.36 |
| T. Rowe Price Gbl Invmt Grade Corp Bond | 4.69 | 4.38 |
| MFS Global Aggregate Opportunistic FI | 4.79 | 4.35 |
| PGIM Fixed Income Global Total Return | 4.47 | 4.11 |
| Brandywine Global Opportunistic Tot Ret | 4.56 | 3.83 |
| PIMCO Global Aggregate Hedged | 4.13 | 3.70 |
| Western Asset Global Aggregate | 3.95 | 3.54 |
| PIMCO International Bond USD-Hedged | 3.94 | 3.42 |
| PIMCO Global Advantage Strategy | 3.89 | 3.35 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Foreign Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Pinnacle International ADR | 44.84 | 43.50 |
| Pinnacle International Growth Equity | 44.36 | 43.02 |
| JPM International Growth - Composite | 21.93 | 39.53 |
| Thornburg Intl Equity ESG Composite | 39.19 | 37.87 |
| Financial Trust Intl ValueMomentum | 35.72 | 34.04 |
| Hardman Johnston Intl Eq Developed Mrkt | 34.84 | 33.92 |
| Lazard Global Quality Growth | 32.87 | 32.84 |
| Sands International Growth Equity Comp. | 33.21 | 32.12 |
| LKCM International Equity Composite | 32.41 | 31.89 |
| Axiom International Equity Strategy | 32.70 | 31.64 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Foreign Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Baillie Gifford Intl Concentrated Growth | 29.38 | 28.53 |
| Morgan Stanley International Opportunity | 21.92 | 20.70 |
| Morgan Stanley International Advantage | 20.84 | 19.65 |
| Baillie Gifford International Growth | 20.00 | 19.29 |
| Wellington Global Capital Appreciation | 19.70 | 18.67 |
| WCM Focused Growth International ADR | 19.41 | 18.65 |
| Lazard Global Quality Growth | 18.86 | 18.37 |
| WCM Inv Mgt Focused Growth Intl | 19.11 | 18.33 |
| AllianzGI International Equity Growth | 19.06 | 17.89 |
| JPM International Growth - Composite | 14.41 | 16.91 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Small Blend | 1 year gross return | 1 year net return |
|---|---|---|
| Old West Small Cap | 115.35 | 113.65 |
| Vulcan Value Partners Small Cap Stra | 109.22 | 107.57 |
| Old West All Cap Opportunity | 107.70 | 105.82 |
| Kennedy Micro Cap Emerging Growth | 105.86 | 103.93 |
| Tieton Small Cap Value | 100.96 | 99.50 |
| Fuller & Thaler Micro-Cap Core | 100.33 | 97.95 |
| Riverwater ESG Micro Opportunities | 88.49 | 86.71 |
| Penn Capital Micro Cap Equity | 86.52 | 85.26 |
| Integrity Micro-Cap Value Comp | 84.27 | 82.43 |
| Private Capital Management Value Focus | 78.74 | 76.68 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Small Blend | 5 year gross return | 5 year net return |
|---|---|---|
| Old West Small Cap | 23.49 | 22.41 |
| ArrowMark SMID Select | 23.08 | 22.25 |
| Old West All Cap Opportunity | 21.64 | 20.50 |
| Eagle SMID Cap Strategy (Vermont Team) | 19.29 | 18.54 |
| Sterling Partners Small-Cap Value Diver | 18.65 | 17.51 |
| CMC SMID | 17.40 | 16.93 |
| Fuller & Thaler Small-Cap Core | 17.66 | 16.81 |
| Pinnacle Turnaround Fund Composite | 18.48 | 16.76 |
| Azarias Focused Small Cap Value | 18.88 | 16.76 |
| EARNEST Small Cap Core | 17.86 | 16.69 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Equity Energy | 1 year gross return | 1 year net return |
|---|---|---|
| Miller/Howard Drill Bit Burn Tip® | 93.06 | 91.24 |
| Miller/Howard Drill Bit Burn Tip® No K1s | 92.57 | 90.75 |
| Miller/Howard Drill Bit Burner Tip® SMA | 92.87 | 87.45 |
| Drill Bit to Burner Tip® No K1s SMA | 91.56 | 86.17 |
| Ivy Energy Model Portfolio | 85.07 | 84.45 |
| Ivy Energy Composite | 85.38 | 83.81 |
| Salient C-Corp SMA Strategy | 69.63 | 68.41 |
| Orleans Energy Opportunities | 54.70 | 53.22 |
| KBIGI Energy Solutions Strategy | 53.89 | 52.63 |
| Calvert Global Energy Solutions | 36.64 | 35.65 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Equity Energy | 5 year gross return | 5 year net return |
|---|---|---|
| KBIGI Energy Solutions Strategy | 23.05 | 22.02 |
| Miller/Howard Drill Bit Burn Tip® No K1s | 5.96 | 4.91 |
| Miller/Howard Drill Bit Burn Tip® | 3.60 | 2.57 |
| Drill Bit to Burner Tip® No K1s SMA | 4.92 | 1.82 |
| Miller/Howard Drill Bit Burner Tip® SMA | 3.37 | 0.31 |
| Ivy Energy Composite | -2.62 | -3.37 |
| Orleans Energy Opportunities | -7.66 | -8.59 |
| Ivy Energy Model Portfolio | n/a | n/a |
| Salient C-Corp SMA Strategy | n/a | n/a |
| Calvert Global Energy Solutions | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Target Date 2041-2045 | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Blend Target Date 2045 Composite | 29.02 | 28.61 |
| AB Multi-Manager Ret Tr 2045 W CL K15 | 27.87 | 26.91 |
| BNYM Newton SL SmartPath Trgt Dt 2045 T | 25.96 | 25.87 |
| Capital Group 2045 Target Date Ret Comp | 25.48 | 25.48 |
| FIAM Index Target Date 2045 Q | 24.91 | 24.90 |
| FIAM Index Target Date 2045 Composite | 24.91 | 24.73 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Target Date 2041-2045 | 5 year gross return | 5 year net return |
|---|---|---|
| Capital Group 2045 Target Date Ret Comp | 14.23 | 14.23 |
| FIAM Blend Target Date 2045 Composite | 13.74 | 13.48 |
| FIAM Index Target Date 2045 Q | 13.01 | 13.00 |
| FIAM Index Target Date 2045 Composite | 13.01 | 12.91 |
| BNYM Newton SL SmartPath Trgt Dt 2045 T | 12.01 | 11.96 |
| AB Multi-Manager Ret Tr 2045 W CL K15 | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Aggressive Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| ValueWorks Cap App | 63.62 | 61.72 |
| FPA Contrarian Value | 34.93 | 33.60 |
| FB&P EDP Balanced 726 | 33.97 | 33.22 |
| SIPP U.S. Focused Total Return Tax 10 | 33.17 | 33.17 |
| SIP U.S. Focused Total Return Tax 10 | 33.09 | 33.09 |
| Q3 Voyage - Growth | 36.00 | 33.04 |
| SIP U.S. Focused Total Return Muni CA 10 | 32.95 | 32.95 |
| SIPP U.S. Focused Total Return Muni 10 | 32.92 | 32.92 |
| SIP U.S. Focused Total Return Muni 10 | 32.82 | 32.82 |
| Palouse Capital Diversified Income Strat | 33.23 | 32.70 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Aggressive Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| ValueWorks Cap App | 17.30 | 15.99 |
| Calamos US Opportunities Composite | 15.73 | 14.95 |
| Severin Moderate Growth | 16.61 | 14.67 |
| Montag & Caldwell Balanced | 14.30 | 13.79 |
| Washington Crossing Conquest SecModAggGr | 14.18 | 13.70 |
| SSI Flexible Alloc-Moderately Aggressive | 14.67 | 13.60 |
| C.J. Lawrence Balanced Strategy | 15.10 | 13.55 |
| ASAP Conservative Growth Strategy | 13.53 | 13.26 |
| Clark Navigator MultiStrategy 75-25 | 12.70 | 12.70 |
| Nuveen Stable Gr Bal Advsr Spnsrd | 16.02 | 12.63 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Moderate Allocation | 1 year gross return | 1 year net return |
|---|---|---|
| ValueWorks Bal Comp | 62.40 | 60.51 |
| Donoghue Forlines Dividend | 41.48 | 40.08 |
| GVIC Total Return Value Strategy | 40.37 | 39.28 |
| Harris Equity and Income Comp | 37.28 | 36.48 |
| AAM Tactical Income | 37.11 | 35.83 |
| Herzfeld US Equity Closed-End | 34.77 | 33.92 |
| MFI Capital Preservation & Income Sector | 12.76 | 33.92 |
| Flippin, Bruce & Porter, Lg-Cap Val Bal | 34.43 | 33.63 |
| Herzfeld Balanced Composite | 33.70 | 32.79 |
| Invesco Equity and Income Composite | 32.47 | 31.69 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Moderate Allocation | 5 year gross return | 5 year net return |
|---|---|---|
| MCA Balanced Portfolios | 21.55 | 20.81 |
| ValueWorks Bal Comp | 17.00 | 15.51 |
| WJA Equity Oriented (Balanced) Composite | 16.41 | 15.50 |
| Congress Asset Mgt Multi-Cap Balanced | 15.23 | 14.77 |
| Congress Asset Mgt Balanced | 14.83 | 14.23 |
| Janus Henderson Balanced | 14.05 | 13.47 |
| Sit Inv Balanced | 14.16 | 13.32 |
| Elemental Capital Management Balanced | 14.57 | 13.05 |
| Washington Crossing Conquest Sec Mod Gr | 12.80 | 12.51 |
| Karp U.S. Stable Growth and Income | 14.01 | 12.28 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Bank Loan | 1 year gross return | 1 year net return |
|---|---|---|
| Invesco Euro Bank Loans Euro Composite | 14.59 | 14.03 |
| PGIM Fixed Inc US Sr Sec Loans Composite | 10.62 | 10.01 |
| Lord Abbett & Co. Bank Loan | 10.28 | 9.75 |
| Park Avenue Floating Rate Bank Loan Only | 8.91 | 9.67 |
| Bain Capital Liquid Senior Loan | 10.16 | 9.37 |
| Loomis Sayles Sr Floating Rate and FI | 9.50 | 8.96 |
| Park Avenue Floating Rate Composite | 9.63 | 8.78 |
| Barings U.S. Senior Secured Loans | 9.13 | 8.53 |
| Columbia Bank Loan Strategy | 9.13 | 8.42 |
| Newfleet Floating Rate Composite | 8.90 | 8.39 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Bank Loan | 5 year gross return | 5 year net return |
|---|---|---|
| Park Avenue Floating Rate Composite | 5.79 | 5.22 |
| Octagon Senior Secured Credit | 5.84 | 5.16 |
| Park Avenue Floating Rate Bank Loan Only | 5.20 | 4.94 |
| PGIM Fixed Inc US Sr Sec Loans Composite | 5.47 | 4.89 |
| Bain Capital Liquid Senior Loan | 5.33 | 4.79 |
| Pacific Corporate Bank Loan Composite | 5.03 | 4.67 |
| BNP Paribas Global Loans | 5.14 | 4.52 |
| Stone Harbor Leveraged Loans | 4.73 | 4.43 |
| PGI Bank Loans | 4.91 | 4.39 |
| MacKay Hi Yld Floating Rate Composite | 4.85 | 4.24 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Equity Precious Metals | 1 year gross return | 1 year net return |
|---|---|---|
| GAMCO Gold | -22.77 | -23.55 |
| VanEck Gold Composite | -24.31 | -24.82 |
| WFAM Precious Metals | -24.21 | -24.94 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Equity Precious Metals | 5 year gross return | 5 year net return |
|---|---|---|
| VanEck Gold Composite | 3.51 | 2.82 |
| WFAM Precious Metals | 2.08 | 1.11 |
| GAMCO Gold | 1.80 | 0.81 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Large Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Dana Unconstrained Equity Strategy | 45.48 | 44.68 |
| Manulife IM US All Cap Core | 44.48 | 43.48 |
| SmithAssetMgt-LargeCapFocused | 43.37 | 42.53 |
| Logan GrowthPlus ESG | 41.37 | 41.31 |
| Mark Long Only | 43.19 | 41.09 |
| JHancock Fundamental All Cap Core | 44.97 | 40.69 |
| HIS Horizon Best Ideas | 41.45 | 39.75 |
| Merlin Dynamic Growth | 40.40 | 39.68 |
| TCM Multi-Cap Growth Equity | 40.07 | 39.04 |
| Spouting Rock Kingsland SG | 40.17 | 38.89 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Large Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Morgan Stanley Insight | 36.94 | 35.60 |
| Baillie Gifford US Equity Growth | 35.59 | 34.91 |
| LEIA CBI | 33.80 | 33.80 |
| Baron High Growth Strategy | 34.17 | 32.87 |
| Zevenbergen Growth Equity | 32.95 | 32.50 |
| Morgan Stanley Growth | 33.38 | 32.42 |
| Mark Focus | 32.67 | 30.80 |
| Mark Long Only | 31.75 | 29.86 |
| Amer Cent U.S. Focused Dynamic Growth | 29.38 | 28.35 |
| Sands Select Growth Equity | 28.62 | 28.06 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Target Date 2031-2035 | 1 year gross return | 1 year net return |
|---|---|---|
| FIAM Blend Target Date 2035 Composite | 25.76 | 25.36 |
| AB Multi-Manager Ret Tr 2035 W CL K15 | 24.86 | 23.93 |
| BNYM Newton SL SmartPath Trgt Dt 2035 T | 22.76 | 22.79 |
| Capital Group 2035 Target Date Ret Comp | 22.68 | 22.68 |
| FIAM Index Target Date 2035 Q | 21.97 | 21.95 |
| FIAM Index Target Date 2035 Composite | 21.93 | 21.76 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Target Date 2031-2035 | 5 year gross return | 5 year net return |
|---|---|---|
| Capital Group 2035 Target Date Ret Comp | 13.24 | 13.24 |
| FIAM Blend Target Date 2035 Composite | 13.16 | 12.90 |
| FIAM Index Target Date 2035 Q | 12.41 | 12.41 |
| FIAM Index Target Date 2035 Composite | 12.42 | 12.33 |
| BNYM Newton SL SmartPath Trgt Dt 2035 T | 11.19 | 11.16 |
| AB Multi-Manager Ret Tr 2035 W CL K15 | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Health | 1 year gross return | 1 year net return |
|---|---|---|
| Financial Trust Health Value | 39.26 | 37.54 |
| Baillie Gifford Health Innovation | 31.45 | 30.76 |
| Lazard Digital Health | 31.34 | 30.62 |
| PVG Emerging Healthcare | 27.84 | 26.95 |
| ARK Genomic Revolution | 19.17 | 18.28 |
| Janus Henderson Global Life Sciences | 17.66 | 16.92 |
| Nicholas Inv-NicHealth | 5.58 | 1.51 |
| Lazard Digital Health ADR | n/a | n/a |
| Lazard Genetic Therapies ADR | n/a | n/a |
| Fidelity Advisor Health Care SMA (FIAM) | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Health | 5 year gross return | 5 year net return |
|---|---|---|
| ARK Genomic Revolution | 33.16 | 32.18 |
| Lazard Digital Health | 21.47 | 20.66 |
| Janus Henderson Global Life Sciences | 14.85 | 14.11 |
| Financial Trust Health Value | 9.72 | 8.37 |
| PVG Emerging Healthcare | 5.55 | 5.41 |
| Baillie Gifford Health Innovation | n/a | n/a |
| Nicholas Inv-NicHealth | n/a | n/a |
| Lazard Digital Health ADR | n/a | n/a |
| Lazard Genetic Therapies ADR | n/a | n/a |
| Fidelity Advisor Health Care SMA (FIAM) | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Small Growth | 1 year gross return | 1 year net return |
|---|---|---|
| Penn Capital Small to Micro Cap Equity | 104.05 | 103.10 |
| Financial Trust American Discplnd Small | 88.28 | 85.96 |
| Oberweis Micro-Cap Growth | 83.33 | 82.10 |
| Granahan SMID Select | 82.66 | 80.94 |
| Granahan Small Cap Select | 81.64 | 79.93 |
| Penn Capital Small Cap Equity | 79.18 | 78.31 |
| Next Century Growth Micro Cap Growth | 78.66 | 77.29 |
| Morgan Stanley Inception | 77.42 | 75.98 |
| White Pine Capital Small Cap | 75.08 | 73.63 |
| CS McKee Small-Cap Equity | 73.58 | 73.09 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of December 8, 2021
| Small Growth | 5 year gross return | 5 year net return |
|---|---|---|
| Next Century Growth Micro Cap Growth | 42.03 | 41.10 |
| Morgan Stanley Inception | 40.38 | 39.35 |
| Granahan Small Cap Select | 39.38 | 38.07 |
| Granahan Inv Mgt - Sm Cap Focused Grth | 39.11 | 38.00 |
| Granahan SMID Select | 37.98 | 36.65 |
| Advisory Research U.S. Small Cap Growth | 35.86 | 34.59 |
| Granahan SC Advantage | 33.15 | 32.49 |
| Driehaus Micro Cap Growth | 32.40 | 31.14 |
| Next Century Growth Small Cap | 31.26 | 30.04 |
| Wasatch Small Cap Ultra Growth Composite | 31.13 | 29.99 |
