Large Growth | 1 year gross return | 1 year net return |
---|---|---|
Sawgrass Focused Growth Equity | 1.43 | 0.72 |
Winans Growth 100% Composite | -1.81 | -2.40 |
Marshfield Core Value Equity | -3.34 | -4.51 |
Horizon Large Cap Institutional | -5.08 | -6.03 |
Port Capital Partners Equity | -5.63 | -6.41 |
Contravisory Strategic Equity Portfolio | -6.20 | -7.04 |
GQG Partners US Equity | -6.67 | -7.14 |
Greenfield Seitz Global Large Cap GARP | -1.32 | -7.15 |
SI Relative Strength | -6.57 | -7.93 |
Morris Capital Gr Portfolio Strat | -7.64 | -8.10 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Large Growth | 5 year gross return | 5 year net return |
---|---|---|
Mark Long Only | 19.13 | 17.34 |
LEIA CBI | 16.19 | 16.19 |
Mark Focus | 17.75 | 16.04 |
Baron High Growth Strategy | 16.57 | 15.44 |
Slow Capital Growth | 15.28 | 14.87 |
Atlanta High Quality Focused Growth | 15.39 | 14.59 |
Segall Bryant & Hamill Select Equity | 14.91 | 14.39 |
Montrusco Bolton US Equity (USD) | 14.86 | 14.12 |
Next Century Growth Large Cap | 14.69 | 13.96 |
Federated Hermes MDT LCG Institutional | 14.51 | 13.74 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Conservative Allocation | 1 year gross return | 1 year net return |
---|---|---|
MCM American Revival - Growth-Plus | 17.70 | 17.24 |
Cypress Global Equity and Income | -2.26 | -2.75 |
Julex Dynamic Real Asset | -4.90 | -5.38 |
FPI QFC For a Better World - Cons | -5.05 | -6.01 |
WST Momentum Opportunities Risk-Managed | -6.47 | -7.10 |
Toews Managed Risk Blueprint | -7.11 | -7.11 |
Toews Managed Risk Blueprint Model | -7.11 | -7.11 |
AGFiQ Multi-Asset Income | -7.18 | -7.27 |
Winans Balanced 50/50 Composite | -7.19 | -7.75 |
Genter Capital Balanced Max Income Muni | -7.13 | -7.96 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Conservative Allocation | 5 year gross return | 5 year net return |
---|---|---|
MCA Conservative Portfolios | 8.18 | 7.36 |
TSW Multi-Asset Income | 6.96 | 6.67 |
Voya Income & Growth | 6.11 | 5.49 |
Winans Balanced 50/50 Composite | 6.09 | 5.45 |
Confluence AA Income Tax-Exempt w/Growth | 6.44 | 4.78 |
Weitz Conservative Allocation | 5.24 | 4.42 |
Cypress Global Equity and Income | 5.19 | 4.23 |
SSI Flexible Allocation–Conservative | 5.22 | 4.20 |
Peavine Capital Moderate | 4.29 | 3.78 |
American Funds Tax Aware Cons G&I MP | 3.68 | 3.67 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Global Real Estate | 1 year gross return | 1 year net return |
---|---|---|
Morgan Stanley Glbl Infrastructure Sec | -11.58 | -12.16 |
LaSalle Global Real Estate Securities | -15.36 | -15.79 |
LaSalle Core Glbal RealEstate Securities | -17.07 | -17.62 |
American Century Global Real Estate | -20.05 | -20.37 |
CBRE Listed Global Real Estate Composite | -20.45 | -20.76 |
CenterSquare Global REIT | -20.75 | -21.08 |
Chilton Global Real Estate | -21.04 | -21.26 |
Invesco Global REITs | -20.69 | -21.28 |
Neuberger Berman Global REIT - ISA | -21.38 | -21.97 |
Heitman Global RE Securities Con | -21.39 | -21.98 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Global Real Estate | 5 year gross return | 5 year net return |
---|---|---|
American Century Global Real Estate | 4.17 | 3.77 |
Global Real Estate Securities | 3.80 | 3.17 |
LaSalle Global Real Estate Securities | 3.31 | 2.64 |
CenterSquare Global REIT | 2.74 | 2.28 |
Hazelview Core Global Real Estate | 2.79 | 2.22 |
LaSalle Core Glbal RealEstate Securities | 2.84 | 2.13 |
Cohen & Steers Global RE Securities Comp | 2.46 | 1.99 |
Janus Henderson Global Eq-Property Eq | 3.94 | 1.96 |
Morgan Stanley Glbl Infrastructure Sec | 2.68 | 1.85 |
Wellington Global Property Composite | 2.46 | 1.77 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Target Date 2000-2010 | 1 year gross return | 1 year net return |
---|---|---|
Capital Group 2010 Target Date Ret Comp | -10.98 | -11.28 |
Fidelity Freedom Index 2005 Cmgld Pool C | -12.78 | -12.90 |
Fidelity Freedom Blend 2005 Cmgld Pool I | -13.66 | -13.80 |
Fidelity Freedom Blend 2005 Cmgld Pool H | -13.67 | -13.90 |
Fidelity Freedom Blend 2005 Cmgld Pool C | -13.67 | -13.96 |
Fidelity Freedom Index 2010 Cmgld Pool C | -14.42 | -14.53 |
Fidelity Freedom Blend 2010 Cmgld Pool I | -15.39 | -15.53 |
Fidelity Freedom Blend 2010 Cmgld Pool H | -15.36 | -15.58 |
Fidelity Freedom Blend 2010 Cmgld Pool C | -15.40 | -15.66 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Target Date 2000-2010 | 5 year gross return | 5 year net return |
---|---|---|
Capital Group 2010 Target Date Ret Comp | 3.30 | 2.94 |
Fidelity Freedom Blend 2010 Cmgld Pool I | 2.35 | 2.19 |
Fidelity Freedom Index 2010 Cmgld Pool C | 2.31 | 2.17 |
Fidelity Freedom Blend 2010 Cmgld Pool H | 2.36 | 2.08 |
Fidelity Freedom Blend 2010 Cmgld Pool C | 2.34 | 2.05 |
Fidelity Freedom Index 2005 Cmgld Pool C | 1.97 | 1.85 |
Fidelity Freedom Blend 2005 Cmgld Pool I | 2.00 | 1.83 |
Fidelity Freedom Blend 2005 Cmgld Pool H | 1.99 | 1.72 |
Fidelity Freedom Blend 2005 Cmgld Pool C | 1.98 | 1.69 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Europe Stock | 1 year gross return | 1 year net return |
---|---|---|
Vontobel Quality Growth European Equity | -14.73 | -14.98 |
MFS European Research Equity | -15.04 | -15.50 |
Intech European Large Cap Core | -15.29 | -15.75 |
Burgundy European Equity Composite | -20.01 | -20.82 |
LA Capital Europe Equity | -23.79 | -24.29 |
Wellington Strategic European Equity | -24.32 | -24.88 |
Brandes European Equity | -23.78 | -25.09 |
Pzena European Focused Value | -24.74 | -25.23 |
NS Partners European Equity | -25.19 | -25.65 |
Fisher European Equity | -26.25 | -26.84 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Europe Stock | 5 year gross return | 5 year net return |
---|---|---|
Vontobel Quality Growth European Equity | 4.40 | 4.09 |
Intech European Large Cap Core | 4.25 | 3.69 |
NS Partners European Equity | 3.46 | 2.84 |
MFS European Research Equity | 3.02 | 2.41 |
Walter Scott European Composite | 1.66 | 0.90 |
Wellington Strategic European Equity | 1.01 | 0.27 |
Fisher European Equity | 0.99 | 0.21 |
PGI European Equity | 0.42 | -0.03 |
T. Rowe Price Europe ex-UK Equity | 0.46 | -0.04 |
T. Rowe Price Europe Equity | -0.12 | -0.62 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Long-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
PCM Global Bond HF Composite | -2.21 | -3.19 |
Beacon Vantage 3.0 Bond | -6.44 | -7.78 |
Principal Street Tax Exempt High Income | -9.34 | -9.86 |
Full Duration Fixed Income | -14.32 | -14.53 |
Dorsey Wright Tactical Fixed Income | -15.28 | -16.07 |
Sage Long Duration LDI (7-10 Year) | -17.16 | -17.34 |
Ramirez Long Duration Composite | -18.21 | -18.38 |
Barings U.S. Invest. Grade Corp. Credit | -19.02 | -19.23 |
AXA Inv Mgrs US Inv Grade Corp | -19.06 | -19.27 |
BNP Paribas Global Sovereign Full Discr | -20.09 | -20.25 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Long-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Dorsey Wright Tactical Fixed Income | 3.06 | 2.11 |
AXA Inv Mgrs US Inv Grade Corp | 0.42 | 1.64 |
Camden Long Duration (US Corporate) Comp | 1.71 | 1.05 |
Camden Long Duration (Govt/Credit) Comp | 1.36 | 0.77 |
Ramirez Long Duration Composite | 0.81 | 0.61 |
Sage Long Duration LDI (7-10 Year) | 0.61 | 0.30 |
Barings U.S. Invest. Grade Corp. Credit | 0.40 | 0.15 |
PCM Global Bond HF Composite | 1.08 | 0.07 |
Beacon Vantage 3.0 Bond | 1.41 | -0.03 |
Principal Street Tax Exempt High Income | 0.79 | -0.08 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Technology | 1 year gross return | 1 year net return |
---|---|---|
Inspire Select Technology Sector | -12.52 | -12.52 |
Crabtree Multi-Cap Technology | -19.27 | -19.82 |
Efficient Market 5G Achievers | -22.15 | -22.77 |
Oak Associates Technology Portfolio | -23.87 | -24.96 |
BNP Paribas Gbl Innovative Tech Equities | -26.14 | -26.50 |
Ivy Science/Technology Composite | -29.42 | -29.98 |
Wellington Global Technology Opps | -32.97 | -33.49 |
Bailard Technology | -34.00 | -34.26 |
MFS Technology Equity | -34.13 | -34.56 |
Voya Global Technology Equity | -34.41 | -34.76 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Technology | 5 year gross return | 5 year net return |
---|---|---|
J.P. Morgan US Technology Leaders - MA | 15.15 | 14.62 |
Zevenbergen Genea Growth | 13.22 | 12.37 |
Voya Global Technology Equity | 11.82 | 11.86 |
Inspire Select Technology Sector | 11.40 | 11.40 |
Janus Henderson Gbl Tech and Innovation | 11.99 | 11.24 |
Sands Capital Technology Innovators | 11.81 | 11.09 |
Bailard Technology | 11.17 | 10.73 |
Wellington Global Technology Opps | 10.73 | 9.89 |
Wellington Global Technology | 10.51 | 9.70 |
MFS Technology Equity | 10.36 | 9.60 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Diversified Pacific/Asia | 1 year gross return | 1 year net return |
---|---|---|
Metis International Micro Cap Equity | -20.54 | -20.97 |
Horizon Asia Institutional | -20.62 | -21.42 |
Schafer Cullen Asia Pac High Dividend | -20.82 | -21.90 |
Asia Pacific Separately Mangaed Account | -27.01 | -27.50 |
Sit Inv Pac Basin | -27.75 | -28.41 |
Financial Trust Asia ValueMomentum | -30.10 | -30.97 |
ImpaxAsian Enviornmental Composite | -30.55 | -31.23 |
Templeton Asia Pacific Eq | -33.41 | -33.89 |
ARI Asia Pacific | -36.28 | -36.94 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Diversified Pacific/Asia | 5 year gross return | 5 year net return |
---|---|---|
Financial Trust Asia ValueMomentum | 6.21 | 4.90 |
ImpaxAsian Enviornmental Composite | 2.34 | 1.33 |
Sit Inv Pac Basin | 0.86 | -0.05 |
Horizon Asia Institutional | 0.52 | -0.48 |
Schafer Cullen Asia Pac High Dividend | 0.76 | -0.68 |
ARI Asia Pacific | -0.30 | -1.05 |
Asia Pacific Separately Mangaed Account | -4.68 | -5.37 |
Metis International Micro Cap Equity | n/a | n/a |
Templeton Asia Pacific Eq | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Large Blend | 1 year gross return | 1 year net return |
---|---|---|
JPM US REI 150-Composite | -14.03 | 20.52 |
JPM US Equity-MA | -13.95 | 20.04 |
JPM US Analyst Large Cap Core-Composite | -14.04 | 20.01 |
JPM US REI 100-Composite | -14.23 | 19.89 |
JPM Research Managed Volatility-Composit | -4.74 | 14.23 |
JPM S&P 500 Equity Index-Composite | -15.47 | 13.65 |
Parametric DPS Options Only | 1.39 | 0.39 |
M&R Capital Management – Capital Appreci | 0.98 | 0.11 |
Alpha Quant SmartALPHA® Defensive Eq | 1.16 | 0.06 |
Gyroscope Low Volatility Portfolio | 0.78 | -0.15 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Large Blend | 5 year gross return | 5 year net return |
---|---|---|
JPM US Equity-MA | 11.20 | 18.39 |
JPM US Analyst Large Cap Core-Composite | 10.94 | 17.90 |
JPM US REI 150-Composite | 10.08 | 17.20 |
JPM US REI 100-Composite | 9.81 | 16.91 |
JPM S&P 500 Equity Index-Composite | 9.24 | 16.66 |
Euclid Advisory Large Cap Growth | 16.80 | 15.45 |
Suncoast Equity Dividend Growth | 14.27 | 14.01 |
DCP US Fundamental Stability & Value | 12.29 | 11.86 |
Copeland All Cap Dividend Growth | 12.24 | 11.51 |
JPM Research Managed Volatility-Composit | 9.10 | 11.49 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Target Date 2016-2020 | 1 year gross return | 1 year net return |
---|---|---|
Q3 Voyage Target 2020 | -8.45 | -8.91 |
Capital Group 2020 Target Date Ret Comp | -12.95 | -13.24 |
Fidelity Freedom Index 2020 Cmgld Pool C | -17.75 | -17.86 |
Fidelity Freedom Blend 2020 Cmgld Pool I | -18.83 | -18.96 |
Fidelity Freedom Blend 2020 Cmgld Pool H | -18.81 | -19.03 |
Fidelity Freedom Blend 2020 Cmgld Pool C | -18.80 | -19.08 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Target Date 2016-2020 | 5 year gross return | 5 year net return |
---|---|---|
Capital Group 2020 Target Date Ret Comp | 3.72 | 3.36 |
Fidelity Freedom Blend 2020 Cmgld Pool I | 2.95 | 2.78 |
Fidelity Freedom Index 2020 Cmgld Pool C | 2.84 | 2.71 |
Fidelity Freedom Blend 2020 Cmgld Pool H | 2.95 | 2.67 |
Fidelity Freedom Blend 2020 Cmgld Pool C | 2.95 | 2.65 |
Q3 Voyage Target 2020 | 2.45 | 1.94 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Financial | 1 year gross return | 1 year net return |
---|---|---|
Kennedy Bank Sector | -2.58 | -3.55 |
Confluence BDC-Wrap | -13.78 | -15.15 |
McKinley Capital Business Development Co | -14.32 | -15.37 |
Jennison Financial Services Equity | -24.10 | -24.51 |
Inspire Select Financials Sector | -25.35 | -25.35 |
Manole Fin Tech | -32.43 | -33.12 |
Wellington FinTech | -42.12 | -42.67 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Financial | 5 year gross return | 5 year net return |
---|---|---|
Inspire Select Financials Sector | 6.28 | 6.28 |
Manole Fin Tech | 5.02 | 3.80 |
Confluence BDC-Wrap | 3.50 | 1.94 |
McKinley Capital Business Development Co | 3.15 | 1.91 |
Kennedy Bank Sector | n/a | n/a |
Jennison Financial Services Equity | n/a | n/a |
Wellington FinTech | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Long/Short Equity | 1 year gross return | 1 year net return |
---|---|---|
Robinson Market Opportunity | 13.42 | 12.55 |
Boston Partners Global L/S Equity | 12.47 | 10.26 |
Boston Partners Research Equity Comp | 4.80 | 3.32 |
Glenmede Quant US Long/Short Equity | 4.00 | 2.72 |
Pzena Long/Short Value | 1.50 | 0.24 |
Clark Navigator Alternative | -1.84 | -2.18 |
PVG Loss Averse Equity Income | -2.29 | -3.40 |
Convergence Long/Short Equity | -4.44 | -5.40 |
PVG Dynamic Core ETF | -4.82 | -6.02 |
Frontier Asset Mgt Tax-Mgd Abs Return | -4.93 | -6.82 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Long/Short Equity | 5 year gross return | 5 year net return |
---|---|---|
Robinson Market Opportunity | 16.09 | 15.14 |
F/m Integrated Alpha Long / Short | 12.41 | 11.94 |
Camden Equity | 11.03 | 10.46 |
Alpha DNA Large Cap Hedged Equity | 11.38 | 9.92 |
BlackRock Alpha Advantage 500 Composite | 9.91 | 9.74 |
Acadian U.S. Managed Volatility Eq Comp | 5.97 | 5.65 |
Convergence Long/Short Equity | 6.62 | 5.55 |
Epoch Global Absolute Return | 6.33 | 5.24 |
Alpha DNA All Cap Hedged Equity | 6.95 | 4.97 |
Wellington Hedged Alpha Opportunities | 5.69 | 4.90 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Small Value | 1 year gross return | 1 year net return |
---|---|---|
Classic Value Micro Cap Opportunities | 2.10 | 1.74 |
Dean Small Cap Value SA | -1.30 | -2.12 |
MIAM Concentrated Equity Value Strategy | -2.96 | -3.74 |
WPG Partners Select Small Cap Value | -4.79 | -5.28 |
WPG Partners Small Cap Value Equity | -5.55 | -6.06 |
Hotchkis & Wiley - Sm-Cap Val | -5.57 | -6.11 |
Schafer Cullen SMID Dividend Value Eq | -5.30 | -6.46 |
Fuller & Thaler Small-Cap Value | -6.42 | -6.83 |
Mesirow Small Cap Value Sustainable Eq | -6.58 | -7.26 |
Huber Select SMID Cap Value | -7.67 | -7.99 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Small Value | 5 year gross return | 5 year net return |
---|---|---|
Bridgeway Small Cap Value | 11.15 | 10.58 |
Penn Capital Small Cap Value Equity | 10.40 | 9.88 |
Schafer Cullen Small Cap Value Equity | 8.42 | 7.73 |
DePrince, Race & Zollo, Micro Cap Val | 7.86 | 6.83 |
PIMCO RAE US Small | 7.21 | 6.76 |
River Road Small-Mid Cap Val Eq Comp | 7.06 | 6.44 |
Brandywine Small Mid Cap Val Eq | 7.14 | 6.19 |
Snow Capital SMID Cap Value | 6.93 | 6.08 |
Fuller & Thaler Small-Cap Value | 6.56 | 6.02 |
Cornerstone Opportunistic Sm-Mid Cap Val | 6.39 | 6.02 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Intermediate-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Barksdale Short Controlled Risk | -3.79 | -3.91 |
Winthrop Intermediate Fixed Income | -3.89 | -4.33 |
Sit Inv Intermediate Duration Gov | -4.58 | -4.97 |
SIPP U.S. Focused Total Return Muni 1 | -7.58 | -7.58 |
DeRoy & Devereaux Total Return Bond | -7.54 | -7.94 |
Templeton Taxable Municipal Intermediate | -8.70 | -8.92 |
Winthrop Core Fixed Income | -8.74 | -8.96 |
Oppenheimer Inv Mgt Interm Fixed Income | -8.81 | -8.98 |
SIP U.S. Focused Total Return Muni CA 1 | -8.98 | -8.98 |
Commerce Intermediate Fixed Inc Strategy | -9.27 | -9.43 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Intermediate-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Brandywine Global U.S. Fixed Income | 4.65 | 4.34 |
Eaton Vance Taxable Municipal Bond | 2.58 | 2.27 |
Toews All Equity Legacy | 3.65 | 2.25 |
BBH Core Plus Fixed Income | 2.22 | 1.96 |
Winthrop Intermediate Fixed Income | 2.07 | 1.64 |
Spectrum Preferred Securities | 1.61 | 1.38 |
DeRoy & Devereaux Total Return Bond | 1.76 | 1.35 |
Chartwell Core Plus Fixed Income | 1.64 | 1.27 |
Reams Core Fixed Income | 1.49 | 1.22 |
Templeton Taxable Municipal Intermediate | 1.45 | 1.20 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Inflation-Protected Bond | 1 year gross return | 1 year net return |
---|---|---|
FIAM Trgt Dt 0-5 Yr Inflation-Protected | -2.89 | -2.89 |
Laffer Tengler Dynamic US Inflation Stra | -3.12 | -4.17 |
Lord Abbett & Co. Inflation Focused – SA | -4.34 | -4.59 |
Franklin U.S. TIPS Composite | -6.14 | -6.43 |
Wellington TIPS | -7.15 | -7.30 |
NISA Intermediate TIPS | -7.34 | -7.43 |
IR+M Int. TIPS | -7.36 | -7.45 |
Richmond Capital Mgt TIPS 1-10 Yr | -7.51 | -7.58 |
BNP Paribas InflationLinkedBonds U.S. | -10.91 | -11.01 |
Mellon US TIPS Barclays | -11.42 | -11.52 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Inflation-Protected Bond | 5 year gross return | 5 year net return |
---|---|---|
Franklin U.S. TIPS Composite | 4.15 | 3.85 |
Lord Abbett & Co. Inflation Focused – SA | 3.37 | 3.01 |
Wellington TIPS | 2.41 | 2.25 |
NISA Intermediate TIPS | 2.32 | 2.22 |
IR+M Int. TIPS | 2.32 | 2.22 |
Richmond Capital Mgt TIPS 1-10 Yr | 2.24 | 2.17 |
BNP Paribas InflationLinkedBonds U.S. | 2.26 | 1.98 |
PIMCO Real Return Medium Authority | 2.24 | 1.98 |
Northern Trust TIPS | 1.98 | 1.92 |
Mellon US TIPS Barclays | 2.00 | 1.91 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Diversified Emerging Mkts | 1 year gross return | 1 year net return |
---|---|---|
WGI Emerging Markets Smaller Companies | -13.28 | -14.29 |
Acadian EM Managed Volatility Eq Compst | -13.96 | -14.52 |
Acadian Frontier Markets Equity Compst | -13.68 | -14.98 |
BH Concentrated Emerging Markets ESG | -14.34 | -15.12 |
Westwood Global Emerging Mkts Composite | -14.54 | -15.28 |
Eastspring Global EM Dynamic Strategy | -15.18 | -15.81 |
RVX Emerging Markets Equity | -16.22 | -16.98 |
Barrow Hanley Emerging Markets Equity | -16.26 | -17.18 |
GlobeFlex Frontier All Cap Equity Cmpst | -16.42 | -17.67 |
PanAgora Stock Selector EM Small Cap | -16.71 | -17.69 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Diversified Emerging Mkts | 5 year gross return | 5 year net return |
---|---|---|
Wasatch EM Select Composite | 6.95 | 6.35 |
GlobeFlex Emerging Mkts Small Cap Cmpst | 5.31 | 4.27 |
Wasatch EM Small Cap Composite | 5.67 | 4.27 |
KAR Emerging Markets Small Cap | 5.14 | 4.15 |
Morgan Stanley Emerging Markets Leaders | 5.11 | 4.13 |
BH Concentrated Emerging Markets ESG | 5.01 | 4.07 |
Wellington Emerging Markets Equity (AUD) | 4.84 | 3.80 |
Jennison Emerging Markets Equity | 4.12 | 3.46 |
Inspire Select Emerging Markets | 3.30 | 3.29 |
Arrowstreet Capital Emg Mkts Equity | 4.00 | 3.09 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Small Blend | 1 year gross return | 1 year net return |
---|---|---|
JPM US Small Cap Core-Composite | -18.79 | 7.33 |
Private Capital Management Value Focus | 0.17 | -1.31 |
Private Capital Value Equity | -1.59 | -2.57 |
SouthernSun Small Cap | -3.10 | -3.80 |
Kennedy Micro Cap Opportunities | -3.86 | -4.72 |
Melius Small Cap Blend | -5.41 | -6.18 |
Third Avenue Small Cap Value Composite | -5.43 | -6.53 |
Mesirow SMID Cap Value Sustainable Eq | -6.42 | -7.10 |
Mesirow Small Cap Value Equity | -6.80 | -7.25 |
River Road Small Cap Value Eq Composite | -6.86 | -7.42 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Small Blend | 5 year gross return | 5 year net return |
---|---|---|
Harvey Partners Small-Cap Opportunity | 17.00 | 15.86 |
Penn Capital Small to Micro Cap Equity | 16.05 | 15.50 |
Old West Small Cap | 15.75 | 14.72 |
Old West All Cap Opportunity | 13.85 | 12.73 |
JPM US Small Cap Core-Composite | 5.99 | 11.05 |
Inspire Select US Small Cap | 10.80 | 10.80 |
Laurus US Small Cap Composite | 11.47 | 10.54 |
Private Capital Management Value Focus | 11.48 | 10.31 |
Alpha Quant Small Cap Quality | 10.92 | 10.09 |
Financial Trust American Discplnd Small | 10.90 | 9.53 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Short Government | 1 year gross return | 1 year net return |
---|---|---|
Garcia Hamilton Short Duration | -2.49 | -2.62 |
Mellon Glb Govt-Short Dur (US$ Hedged) | -2.74 | -2.93 |
Genter Capital Short-Term US Government | -3.79 | -4.12 |
CS McKee Short Government | -4.10 | -4.34 |
AB US Low Duration | -4.49 | -4.66 |
Bartlett & Co. Ltd Dur Fix-Inc | -4.52 | -4.68 |
Pacific Income Short Term | -4.68 | -4.99 |
GS Gov/Corporate FI (Short Duration) | -4.81 | -5.00 |
Madison Limited Duration Governemnt Bond | -5.62 | -6.09 |
INCORE Short Government Comp | -6.16 | -6.49 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Short Government | 5 year gross return | 5 year net return |
---|---|---|
M.D. Sass 3-Year FI | 0.23 | 2.67 |
CS McKee Short Government | 1.09 | 0.87 |
Mellon Glb Govt-Short Dur (US$ Hedged) | 1.02 | 0.83 |
Sit Inv Short Duration | 1.15 | 0.75 |
GS Gov/Corporate FI (Short Duration) | 0.84 | 0.64 |
AB US Low Duration | 0.74 | 0.55 |
Genter Capital Short-Term US Government | 0.83 | 0.48 |
Bartlett & Co. Ltd Dur Fix-Inc | 0.65 | 0.48 |
Pacific Income Short Term | 0.74 | 0.44 |
INCORE Short Government Comp | 0.71 | 0.36 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Mid-Cap Growth | 1 year gross return | 1 year net return |
---|---|---|
Horizon Research Select Instl | 11.36 | 10.25 |
Horizon Small Cap Institutional | 6.17 | 5.10 |
Horizon Strategic Value Investment Instl | -2.09 | -3.07 |
Horizon Spin-Off Institutional | -4.90 | -5.85 |
Copeland Mid Cap Dividend Growth | -6.93 | -7.48 |
Atlanta High Quality Smid Cap | -9.59 | -10.32 |
Niemann Risk Managed Global Opportunity | -9.06 | -10.34 |
Dorsey Wright Sys Reltv Strength Core | -9.65 | -10.86 |
Kayne Anderson Rudnick Small Cap Core | -10.55 | -11.36 |
Running Oak Efficient Growth | -11.00 | -11.44 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Mid-Cap Growth | 5 year gross return | 5 year net return |
---|---|---|
NCG SMID Cap | 19.06 | 17.90 |
Night Owl Equity | 17.83 | 16.44 |
Baron Small to Mid Cap Growth Strategy | 15.75 | 14.83 |
Principal Small Cap Growth Equity | 15.40 | 14.44 |
Principal SMID Cap Growth Equity | 14.70 | 13.75 |
Hood River Small/Mid-Cap Growth | 14.14 | 13.14 |
Congress SMID Growth | 13.51 | 13.09 |
Kayne Anderson Rudnick Small Cap Core | 13.51 | 12.50 |
Kayne Anderson Rudnick Mid Sustain Gr | 13.12 | 12.28 |
Advisory Research U.S. Mid Cap Growth | 13.11 | 12.16 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Target Date 2011-2015 | 1 year gross return | 1 year net return |
---|---|---|
Capital Group 2015 Target Date Ret Comp | -12.08 | -12.38 |
Fidelity Freedom Index 2015 Cmgld Pool C | -16.05 | -16.16 |
Fidelity Freedom Blend 2015 Cmgld Pool I | -17.11 | -17.24 |
Fidelity Freedom Blend 2015 Cmgld Pool H | -17.09 | -17.32 |
Fidelity Freedom Blend 2015 Cmgld Pool C | -17.12 | -17.38 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Target Date 2011-2015 | 5 year gross return | 5 year net return |
---|---|---|
Capital Group 2015 Target Date Ret Comp | 3.50 | 3.13 |
Fidelity Freedom Blend 2015 Cmgld Pool I | 2.70 | 2.54 |
Fidelity Freedom Index 2015 Cmgld Pool C | 2.61 | 2.48 |
Fidelity Freedom Blend 2015 Cmgld Pool H | 2.70 | 2.43 |
Fidelity Freedom Blend 2015 Cmgld Pool C | 2.69 | 2.39 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Target Date 2026-2030 | 1 year gross return | 1 year net return |
---|---|---|
Q3 Voyage Target 2030 | -10.14 | -10.59 |
Q3 Destination Target 2030 | -10.27 | -10.72 |
Capital Group 2030 Target Date Ret Comp | -16.17 | -16.46 |
Inspire FuturePath 2030 Model | -16.93 | -16.93 |
Voya Target Retirement 2030 Composite | -18.26 | -18.42 |
Fidelity Freedom Index 2030 Cmgld Pool C | -18.85 | -18.96 |
Fidelity Freedom Blend 2030 Cmgld Pool I | -20.08 | -20.21 |
Fidelity Freedom Blend 2030 Cmgld Pool H | -20.07 | -20.29 |
Fidelity Freedom Blend 2030 Cmgld Pool C | -20.06 | -20.31 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Target Date 2026-2030 | 5 year gross return | 5 year net return |
---|---|---|
Capital Group 2030 Target Date Ret Comp | 4.78 | 4.41 |
Q3 Destination Target 2030 | 4.44 | 3.92 |
Voya Target Retirement 2030 Composite | 3.90 | 3.70 |
Fidelity Freedom Blend 2030 Cmgld Pool I | 3.86 | 3.69 |
Q3 Voyage Target 2030 | 4.18 | 3.66 |
Fidelity Freedom Blend 2030 Cmgld Pool H | 3.86 | 3.58 |
Fidelity Freedom Index 2030 Cmgld Pool C | 3.69 | 3.57 |
Fidelity Freedom Blend 2030 Cmgld Pool C | 3.85 | 3.54 |
Inspire FuturePath 2030 Model | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Intermediate-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
Barksdale Short Controlled Risk | -3.79 | -3.91 |
Winthrop Intermediate Fixed Income | -3.89 | -4.33 |
Sit Inv Intermediate Duration Gov | -4.58 | -4.97 |
SIPP U.S. Focused Total Return Muni 1 | -7.58 | -7.58 |
DeRoy & Devereaux Total Return Bond | -7.54 | -7.94 |
Templeton Taxable Municipal Intermediate | -8.70 | -8.92 |
Winthrop Core Fixed Income | -8.74 | -8.96 |
Oppenheimer Inv Mgt Interm Fixed Income | -8.81 | -8.98 |
SIP U.S. Focused Total Return Muni CA 1 | -8.98 | -8.98 |
Commerce Intermediate Fixed Inc Strategy | -9.27 | -9.43 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Intermediate-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Brandywine Global U.S. Fixed Income | 4.65 | 4.34 |
Eaton Vance Taxable Municipal Bond | 2.58 | 2.27 |
Toews All Equity Legacy | 3.65 | 2.25 |
BBH Core Plus Fixed Income | 2.22 | 1.96 |
Winthrop Intermediate Fixed Income | 2.07 | 1.64 |
Spectrum Preferred Securities | 1.61 | 1.38 |
DeRoy & Devereaux Total Return Bond | 1.76 | 1.35 |
Chartwell Core Plus Fixed Income | 1.64 | 1.27 |
Reams Core Fixed Income | 1.49 | 1.22 |
Templeton Taxable Municipal Intermediate | 1.45 | 1.20 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Long Government | 1 year gross return | 1 year net return |
---|---|---|
Donoghue Forlines Treasury | -11.64 | -12.03 |
Franklin U.S. Govt Ladder 5-20 Yr SMA | -16.49 | -17.74 |
DoubleLine Long Duration Total Return | -25.37 | -25.64 |
PIMCO Long Duration Treasury | -26.09 | -26.45 |
Hoisington Inv Mgt Macroeconomic FI Comp | -28.98 | -29.45 |
PIMCO Long Bond Extended Duration | -29.54 | -29.70 |
NISA 15+ STRIPS Fixed Income Composite | -33.23 | -33.30 |
Jennison Long Conserv. Treasury STRIPS | -35.33 | -35.40 |
Jennison Active Long US Treasury STRIPS | -35.56 | -35.65 |
BlackRock US Strips 20+ Year Bond Index | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Long Government | 5 year gross return | 5 year net return |
---|---|---|
Donoghue Forlines Treasury | 2.09 | 1.19 |
PIMCO Long Bond Extended Duration | -0.02 | -0.33 |
PIMCO Long Duration Treasury | -1.27 | -1.75 |
Hoisington Inv Mgt Macroeconomic FI Comp | -1.48 | -1.76 |
DoubleLine Long Duration Total Return | -1.35 | -1.79 |
NISA 15+ STRIPS Fixed Income Composite | -2.20 | -2.32 |
Jennison Long Conserv. Treasury STRIPS | -2.59 | -2.68 |
Jennison Active Long US Treasury STRIPS | -2.66 | -2.79 |
Franklin U.S. Govt Ladder 5-20 Yr SMA | n/a | n/a |
BlackRock US Strips 20+ Year Bond Index | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Japan Stock | 1 year gross return | 1 year net return |
---|---|---|
Eastspring Japan Focused Value Strategy | -19.02 | -19.63 |
Pzena Japan Focused Value | -20.47 | -21.12 |
Eastspring Japan Value Strategy | -20.59 | -21.18 |
DS_ Japan Equity Value Plus Alpha | -21.17 | -21.64 |
Brandes Japan Equity | -21.57 | -21.77 |
DS_ Japan Equity High Conviction Value | -21.96 | -22.42 |
Marathon Japan Equity Composite | -22.79 | -23.24 |
Nuveen Japan Equity | -24.67 | -25.20 |
Acadian Japanese Equity Composite | -24.71 | -25.29 |
Lazard Japanese Strategic Equity | -25.63 | -25.66 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Japan Stock | 5 year gross return | 5 year net return |
---|---|---|
FIAM Japan Growth | 3.67 | 2.85 |
DS_ Japan Equity Value Plus Alpha | 3.12 | 2.50 |
RBC Japan Equity | 2.91 | 1.94 |
Lazard Japanese Equity | 1.44 | 1.15 |
DS_ Japan Equity High Conviction Value | 1.50 | 0.90 |
DS_ Japan Equity Fundamental Active | 1.18 | 0.57 |
Eastspring Japan Focused Value Strategy | 0.91 | 0.19 |
Burgundy Asian (All Cap) Composite | 1.08 | 0.07 |
Lazard Japanese Strategic Equity | 0.35 | 0.05 |
Marathon Japan Equity Composite | -0.44 | -0.55 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Intermediate Government | 1 year gross return | 1 year net return |
---|---|---|
CCM Fixed Income Portfolio | -2.51 | -3.00 |
SeaCrest US Government Interm Duration | -7.49 | -7.49 |
GS Gov/Corporate FI (Int. Duration) | -10.43 | -10.62 |
Franklin U.S. Govt Ladder 1-10 Yr SMA | -9.30 | -10.66 |
Wright Mortgage Backed Securities F/I | -10.85 | -11.21 |
CS McKee Broad Government Fixed | -12.13 | -12.36 |
DBF Intermediate Duration Govt/Agency | -12.24 | -12.45 |
Northern Trust Government Index | -12.74 | -12.86 |
MFS US Government Fixed Income | -12.59 | -12.96 |
TCW Index Plus MBS | -13.36 | -13.58 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Intermediate Government | 5 year gross return | 5 year net return |
---|---|---|
CCM Fixed Income Portfolio | 1.96 | 1.44 |
SeaCrest US Government Interm Duration | 0.54 | 0.51 |
CS McKee Broad Government Fixed | 0.44 | 0.16 |
GS Gov/Corporate FI (Int. Duration) | 0.34 | 0.14 |
M.D. Sass Core Fix-Inc | 0.07 | -0.21 |
MFS US Government Fixed Income | 0.05 | -0.25 |
Northern Trust Government Index | -0.15 | -0.29 |
Wright Mortgage Backed Securities F/I | -0.08 | -0.44 |
FIAM Agency MBS | -0.46 | -0.48 |
DBF Intermediate Duration Govt/Agency | -0.47 | -0.70 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
High Yield Bond | 1 year gross return | 1 year net return |
---|---|---|
Horizon High Yield Opportunity Instl | 0.53 | -0.47 |
Penn Capital Ult Short Duration Corp Inc | -1.11 | -1.21 |
Guggenheim US Bank Loans Composite | -1.14 | -1.75 |
L&S Short-Duration High Yield | -1.46 | -2.45 |
Invesco Bank Loans | -2.46 | -2.94 |
Allspring U.S. Short-Term High Yield | -3.31 | -3.79 |
Penn Capital Def Short Duration High Inc | -3.58 | -3.92 |
Herzfeld Fixed Income Composite | -4.12 | -4.33 |
Shenkman Capital Short Dur Hi Inc Strat | -4.08 | -4.76 |
Winthrop Short Duration High Yield | -0.11 | -4.81 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
High Yield Bond | 5 year gross return | 5 year net return |
---|---|---|
Herzfeld Fixed Income Composite | 7.04 | 6.37 |
L&S Short-Duration High Yield | 4.60 | 3.87 |
Mesirow High Yield | 4.08 | 3.67 |
Strategic Income Mmgt SiM High Yld Instl | 3.94 | 3.54 |
Artisan High Income | 4.09 | 3.38 |
Shenkman Multi-Asset Credit Composite | 3.86 | 3.09 |
PGIM US Shrt-Dur Higher Quality Hi-Yld | 3.53 | 3.05 |
Polen DDJ U.S. Opportunistic HY Comp | 3.28 | 2.79 |
MacKay High Yield Low Volatility Comp | 3.26 | 2.75 |
Capital Group US High Yield | 2.89 | 2.58 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Mid-Cap Value | 1 year gross return | 1 year net return |
---|---|---|
Longfellow Merger Arb | 0.54 | 36.22 |
JPM US Mid Cap Value-Composite | -9.20 | 19.02 |
Inspire Select Dividend Income | 0.44 | 0.31 |
Value Line High Dividend Portfolio | -2.92 | -3.31 |
Speece Thorson Mid-Cap Value Equity | -3.53 | -4.12 |
SouthernSun SMID Cap Composite | -3.69 | -4.41 |
Lesa Sroufe & Co. Opportunistic Val Eq | -2.98 | -4.86 |
Dean Mid Cap Value | -4.09 | -4.90 |
Cozad US Equity Income SMA | -4.79 | -5.14 |
Hotchkis & Wiley - Md-Cap Val | -4.68 | -5.23 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Mid-Cap Value | 5 year gross return | 5 year net return |
---|---|---|
Longfellow Merger Arb | 10.99 | 17.33 |
JPM US Mid Cap Value-Composite | 5.76 | 10.84 |
Heartland Mid Cap Value | 9.74 | 8.98 |
Sycamore Mid Cap Value Comp | 9.23 | 8.42 |
Speece Thorson Mid-Cap Value Equity | 8.65 | 8.00 |
Clarkston Capital Mid Cap Composite | 7.88 | 7.51 |
Kennedy All Cap Value | 8.16 | 7.43 |
HIS Horizon Enh Socially Responsible | 8.60 | 7.22 |
Clarkston Capital SMID Composite | 7.91 | 7.20 |
Cozad US Equity Income SMA | 7.58 | 7.12 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
World Allocation | 1 year gross return | 1 year net return |
---|---|---|
FEG Real Assets Portfolio | 3.25 | 2.79 |
Pyrford Global Absolute Return GBP | 0.26 | -0.25 |
iSectors Inflation Protected Allocation | -3.41 | -4.04 |
WSTCM International Select Risk-Managed | -4.61 | -4.99 |
Windham Conservative Portfolio | -6.01 | -6.21 |
Brinker Real Asset | -6.05 | -6.39 |
Julex Dynamic Developed Markets Comp | -8.20 | -8.67 |
DMAP Moderate Relative Return USD-H | -7.87 | -8.83 |
GMO Benchmark-Free Allocation Strategy | -9.60 | -10.38 |
Windham Conservative Plus Portfolio | -10.26 | -10.87 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
World Allocation | 5 year gross return | 5 year net return |
---|---|---|
SAM Moderate Global Growth | 7.32 | 6.30 |
Calamos Global Opportunities Composite | 6.08 | 5.43 |
WealthPlan Managed Equity | 6.09 | 4.87 |
Brinker Real Asset | 4.81 | 4.44 |
Ivy Asset Composite | 5.04 | 4.29 |
DMAP Moderate Relative Return USD-H | 4.81 | 4.01 |
SAM Conservative Global Growth | 5.74 | 3.84 |
iSectors Inflation Protected Allocation | 4.30 | 3.78 |
WST All Equity | 5.25 | 2.94 |
Thornburg Investment Income Builder Sep | 3.62 | 2.91 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Convertibles | 1 year gross return | 1 year net return |
---|---|---|
Zazove Alternative Credit Conv Composite | 1.31 | 1.31 |
Oaktree High Income Convertibles | -3.59 | -4.14 |
Palisade Short Duration Convertible Bond | -4.57 | -5.11 |
Advent Investment Grade | -7.37 | -7.79 |
Laffer Tengler Convertible Strategy | -8.36 | -9.58 |
INCORE Inv Grade Convertibles Comp | -9.35 | -9.79 |
Macquarie US Convertible Bond | -10.44 | -11.04 |
Zazove Inv. Grade Convertible Strategy | -11.39 | -11.39 |
Zazove Institutional Blend Convertibles | -12.33 | -12.33 |
Shenkman Capital Convertible IG Comp | -12.63 | -13.07 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Convertibles | 5 year gross return | 5 year net return |
---|---|---|
Voya Convertibles | 12.45 | 12.00 |
Lord Abbett & Co. Convertibles | 10.77 | 9.67 |
MacKay Shields Convertibles | 9.59 | 9.05 |
Invesco Convertible Securities | 9.27 | 8.62 |
Calamos Instl Convertible Composite | 9.13 | 8.37 |
SSI Convertible Investment Strategy | 8.94 | 8.36 |
Advent Balanced Convertible Strategy | 7.82 | 7.29 |
Palisade Convertible Securities Comp | 7.37 | 6.76 |
Nicholas Inv - Convertibles | 7.41 | 6.60 |
Advent Investment Grade | 7.01 | 6.55 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Foreign Large Value | 1 year gross return | 1 year net return |
---|---|---|
Smead International Value Composite | -4.24 | -5.20 |
Altrius International ADR Div Income | -12.21 | -13.05 |
Logan International Dividend ADR | -13.26 | -13.57 |
River Road International Value Equity | -15.09 | -15.41 |
Genter Capital International Div Model | -15.15 | -15.50 |
Thornburg Equity Income Builder Compos | -14.88 | -15.51 |
Wellington Global Opportunistic Value | -15.02 | -15.56 |
Barrow Hanley Non-US Value Equity | -15.03 | -15.63 |
Runde Int'l Large-Cap Value | -15.20 | -15.94 |
River Road International Value Eq ADR | -15.43 | -15.95 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Foreign Large Value | 5 year gross return | 5 year net return |
---|---|---|
Smead International Value Composite | 7.73 | 6.20 |
Wellington Global Opportunistic Value | 4.77 | 4.08 |
Acadian ADR Non-U.S. Equity Composite | 2.71 | 1.94 |
WGI Developed Markets Ex-U.S. Composite | 2.32 | 1.67 |
Gilman Hill International Income Comp | 2.51 | 1.48 |
Acadian ACWI ex-US Value Composite | 2.07 | 1.31 |
ARGA International Equity Strategy | 2.36 | 1.29 |
Promethos International Core | 1.92 | 1.25 |
River Road International Value Eq ADR | 1.50 | 0.94 |
Barrow Hanley Non-US Value Equity | 1.39 | 0.69 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Small Value | 1 year gross return | 1 year net return |
---|---|---|
Classic Value Micro Cap Opportunities | 2.10 | 1.74 |
Dean Small Cap Value SA | -1.30 | -2.12 |
MIAM Concentrated Equity Value Strategy | -2.96 | -3.74 |
WPG Partners Select Small Cap Value | -4.79 | -5.28 |
WPG Partners Small Cap Value Equity | -5.55 | -6.06 |
Hotchkis & Wiley - Sm-Cap Val | -5.57 | -6.11 |
Schafer Cullen SMID Dividend Value Eq | -5.30 | -6.46 |
Fuller & Thaler Small-Cap Value | -6.42 | -6.83 |
Mesirow Small Cap Value Sustainable Eq | -6.58 | -7.26 |
Huber Select SMID Cap Value | -7.67 | -7.99 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Small Value | 5 year gross return | 5 year net return |
---|---|---|
Bridgeway Small Cap Value | 11.15 | 10.58 |
Penn Capital Small Cap Value Equity | 10.40 | 9.88 |
Schafer Cullen Small Cap Value Equity | 8.42 | 7.73 |
DePrince, Race & Zollo, Micro Cap Val | 7.86 | 6.83 |
PIMCO RAE US Small | 7.21 | 6.76 |
River Road Small-Mid Cap Val Eq Comp | 7.06 | 6.44 |
Brandywine Small Mid Cap Val Eq | 7.14 | 6.19 |
Snow Capital SMID Cap Value | 6.93 | 6.08 |
Fuller & Thaler Small-Cap Value | 6.56 | 6.02 |
Cornerstone Opportunistic Sm-Mid Cap Val | 6.39 | 6.02 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Pacific/Asia ex-Japan Stk | 1 year gross return | 1 year net return |
---|---|---|
Brandes Asia Pacific ex-Japan Equity | -22.86 | -23.59 |
MFS Asia ex Japan Equity | -26.79 | -27.46 |
MFS Asia Pacific ex Japan | -27.42 | -27.80 |
T. Rowe Price Asia Opportunities Eq Comp | -27.49 | -28.02 |
Morgan Stanley Asia Equity | -27.95 | -28.13 |
Morgan Stanley Asia Pacific Equity | -27.81 | -28.17 |
Ninety One Asia Pacific Ex Japan | -28.54 | -29.01 |
Lazard Emg Markets Eq Blend Asia ADR | -28.93 | -29.32 |
RBC Asia Pacific ex Japan Equity | -30.61 | -30.60 |
T. Rowe Price Asia ex-Japan Equity | -31.03 | -31.52 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Pacific/Asia ex-Japan Stk | 5 year gross return | 5 year net return |
---|---|---|
Baillie Gifford Asia ex Japan | 7.31 | 6.58 |
Morgan Stanley Asia Opportunity | 3.58 | 2.36 |
RBC Asia Pacific ex Japan Equity | 1.74 | 2.15 |
T. Rowe Price Asia Opportunities Eq Comp | 2.24 | 1.53 |
T. Rowe Price Asia ex-Japan Equity | 1.09 | 0.38 |
RBC Asia ex Japan Equity | 0.92 | -0.03 |
Ninety One Asia Pacific Ex Japan | 0.41 | -0.24 |
MFS Asia Pacific ex Japan | 0.11 | -0.55 |
AllianzGI Total Return Asia Equity | 1.15 | -0.85 |
Pictet Asian Equity Ex Japan | -0.40 | -1.10 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Mid-Cap Value | 1 year gross return | 1 year net return |
---|---|---|
Longfellow Merger Arb | 0.54 | 36.22 |
JPM US Mid Cap Value-Composite | -9.20 | 19.02 |
Inspire Select Dividend Income | 0.44 | 0.31 |
Value Line High Dividend Portfolio | -2.92 | -3.31 |
Speece Thorson Mid-Cap Value Equity | -3.53 | -4.12 |
SouthernSun SMID Cap Composite | -3.69 | -4.41 |
Lesa Sroufe & Co. Opportunistic Val Eq | -2.98 | -4.86 |
Dean Mid Cap Value | -4.09 | -4.90 |
Cozad US Equity Income SMA | -4.79 | -5.14 |
Hotchkis & Wiley - Md-Cap Val | -4.68 | -5.23 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Mid-Cap Value | 5 year gross return | 5 year net return |
---|---|---|
Longfellow Merger Arb | 10.99 | 17.33 |
JPM US Mid Cap Value-Composite | 5.76 | 10.84 |
Heartland Mid Cap Value | 9.74 | 8.98 |
Sycamore Mid Cap Value Comp | 9.23 | 8.42 |
Speece Thorson Mid-Cap Value Equity | 8.65 | 8.00 |
Clarkston Capital Mid Cap Composite | 7.88 | 7.51 |
Kennedy All Cap Value | 8.16 | 7.43 |
HIS Horizon Enh Socially Responsible | 8.60 | 7.22 |
Clarkston Capital SMID Composite | 7.91 | 7.20 |
Cozad US Equity Income SMA | 7.58 | 7.12 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Utilities | 1 year gross return | 1 year net return |
---|---|---|
Miller/Howard – Utilities Plus | 4.76 | 3.98 |
MFS Utilities Equity | 2.22 | 1.56 |
Inspire Select Utilities Sector | 1.48 | 1.48 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Utilities | 5 year gross return | 5 year net return |
---|---|---|
Inspire Select Utilities Sector | 8.34 | 8.34 |
MFS Utilities Equity | 7.86 | 7.18 |
Miller/Howard – Utilities Plus | 6.88 | 5.92 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Retirement Income | 1 year gross return | 1 year net return |
---|---|---|
Q3 Voyage Target Retirement | -9.19 | -9.64 |
Q3 Destination Target Retirement | -9.59 | -10.04 |
Morningstar Ret Inc Ultra Short - TDA | -8.92 | -10.27 |
Fidelity Freedom Index Income Cmgld Pool | -12.41 | -12.53 |
Fidelity Freedom Blend Inc Cmgld Pool I | -13.29 | -13.43 |
Fidelity Freedom Blend Inc Cmgld Pool H | -13.29 | -13.53 |
Morningstar Ret Inc Short-Range - TDA | -12.27 | -13.58 |
Fidelity Freedom Blend Income Cmgld Pool | -13.31 | -13.60 |
Horizon Real Spend 4 | -12.73 | -13.61 |
Horizon Real Spend 5 | -12.75 | -13.63 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Retirement Income | 5 year gross return | 5 year net return |
---|---|---|
Q3 Destination Target Retirement | 3.17 | 2.65 |
Voya Target In-Retirement Composite | 2.08 | 1.89 |
Fidelity Freedom Index Income Cmgld Pool | 1.57 | 1.44 |
Q3 Voyage Target Retirement | 1.93 | 1.42 |
Fidelity Freedom Blend Inc Cmgld Pool I | 1.56 | 1.40 |
Fidelity Freedom Blend Inc Cmgld Pool H | 1.56 | 1.29 |
Fidelity Freedom Blend Income Cmgld Pool | 1.56 | 1.26 |
Horizon Real Spend 7 | 1.67 | 0.67 |
Horizon Real Spend 5 | 1.63 | 0.62 |
Advisors Capital Income w/Growth | 1.99 | 0.59 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Short-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
MCM Tactical Income | 6.75 | 6.23 |
Fort Washington Ultra Short Duration | -0.02 | -0.13 |
Mellon Enhanced Cash | -0.08 | -0.23 |
Smith Graham Low Dur | -1.06 | -1.27 |
Morgan Stanley U.S. Short Duration | -1.48 | -1.56 |
Sage Cash Balance Ultra Conservative Mo | -2.09 | -2.31 |
BBH Limited Duration | -2.16 | -2.41 |
Mellon Short Duration Insurance | -2.29 | -2.54 |
Garcia Hamilton Short Duration Opp | -2.43 | -2.57 |
Frontier Asset Mgt Short-Term Reserve | -0.83 | -2.80 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Short-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Thornburg Multisector Opportun Composite | 2.90 | 2.30 |
Diamond Hill Short Duration Secitizd Bd | 2.68 | 2.21 |
Fort Washington Ultra Short Duration | 1.85 | 1.73 |
Post Limited Term High Yield Comp | 2.28 | 1.62 |
Winthrop Intermediate Aggregate Fixed | 1.88 | 1.54 |
Frost Intermediate Taxable Composite | 2.05 | 1.53 |
Frost Core Plus Composite | 2.04 | 1.51 |
Calvert Short Duration Income Strategy | 1.76 | 1.47 |
Federated Hermes Low Duration Broad | 1.57 | 1.35 |
Loomis Sayles Short Duration Fixed Inc | 1.54 | 1.35 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Ultrashort Bond | 1 year gross return | 1 year net return |
---|---|---|
BNP Paribas Mortgage Alpha | 3.38 | 2.87 |
Federated Hermes Trade Finance | 2.14 | 1.28 |
Mellon STIF | 0.84 | 0.76 |
Smith Graham Cash Mgt | 0.85 | 0.76 |
JPM Liquidity USD Credit-Composite | 0.87 | 0.72 |
Western Asset US Liquidity | 0.75 | 0.63 |
RBC US Cash Management: High Quality Crd | 0.74 | 0.62 |
RBC US Cash Management: Government | 0.67 | 0.55 |
Smith Graham Enhanced Cash | 0.57 | 0.46 |
Garcia Hamilton Cash | 0.34 | 0.28 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Ultrashort Bond | 5 year gross return | 5 year net return |
---|---|---|
Federated Hermes Trade Finance | 3.20 | 2.33 |
L&S Short-Duration Investment Grade | 1.89 | 1.64 |
Federated Hermes Active Cash Broad | 1.75 | 1.61 |
Garcia Hamilton Cash | 1.51 | 1.45 |
Baird Ultra Short Bond | 1.57 | 1.42 |
Calvert Ultra-Short Duration Bond | 1.64 | 1.39 |
Pioneer Multi-Asset Ultrashort Income | 1.62 | 1.37 |
MetLife Inv. Mgmt. Cash Plus | 1.50 | 1.32 |
Segall Bryant Short Term Plus Fixed | 1.52 | 1.31 |
Sterling Cash Management | 1.37 | 1.29 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Large Value | 1 year gross return | 1 year net return |
---|---|---|
JPM US Large Cap Value-Composite | -4.88 | 26.84 |
JPM US Value-Composite | -6.07 | 19.75 |
JPM US Equity Income-Composite | -5.03 | 18.60 |
Peak Capital Management Dividend Equity | 17.32 | 16.53 |
Federated Hermes Strategic Val Dividend | 2.45 | 1.73 |
GQG Partners US Quality Div Inc | 2.09 | 1.58 |
Alpha Quant SmartALPHA® Defensive Val | 2.69 | 1.56 |
Liberty One Tactical Growth Solution | 1.55 | 0.89 |
Crawford Inv Counsel Dividend Yield | 0.02 | -0.47 |
Newton Equity Income Management | -0.71 | -1.26 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Large Value | 5 year gross return | 5 year net return |
---|---|---|
JPM US Value-Composite | 8.55 | 18.92 |
JPM US Large Cap Value-Composite | 7.85 | 13.48 |
Polaris Concentrated Value | 13.90 | 12.78 |
JPM US Equity Income-Composite | 8.51 | 12.67 |
Polaris Focused Value | 11.42 | 10.33 |
Yacktman Focused Composite | 10.72 | 10.16 |
Smead US Value Composite | 11.01 | 10.07 |
WealthPlan DAP | 11.16 | 9.98 |
Innovative Portfolios Bulls of the Dow | 11.06 | 9.70 |
Putnam US Large Cap Value Concentrated | 10.01 | 9.67 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Foreign Small/Mid Growth | 1 year gross return | 1 year net return |
---|---|---|
EAM Non US Small Cap | -27.44 | -28.01 |
Schroders Global Smaller Companies | -27.27 | -28.35 |
EAM Non US Micro Cap | -28.24 | -28.95 |
MFS International Small-Mid Cap Equity | -28.43 | -29.04 |
GA International Small Cap Composite | -29.86 | -30.47 |
FIAM Concentrated Intl Small Cap | -30.12 | -30.72 |
PGI International Small-Cap Equity | -30.13 | -30.74 |
Harding Loevner Intl Small Co | -30.60 | -31.26 |
GW&K International Small Cap Strategy | -31.16 | -31.87 |
Copeland International SMID Div Growth | -31.29 | -32.09 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Foreign Small/Mid Growth | 5 year gross return | 5 year net return |
---|---|---|
WCM International Small Cap Growth | 7.29 | 6.57 |
Brown Capital Intl Small Company | 6.95 | 6.09 |
Rainier International Small Cap Equity | 3.11 | 2.02 |
CastleArk International Small Cap Equity | 3.15 | 1.95 |
Federated Hermes Non-U.S. Small /Mid Cap | 2.38 | 1.50 |
abrdn International Equity Small Cap | 2.24 | 1.47 |
Axiom International Small Cap Strategy | 2.12 | 1.15 |
Segall Bryant Fndtl Intl Small Cap | 2.23 | 1.14 |
EAM Non US Small Cap | 1.92 | 1.01 |
Redwood International Small Cap | 1.80 | 0.93 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Mid-Cap Blend | 1 year gross return | 1 year net return |
---|---|---|
FPI QFC For a Better World - Growth | -1.93 | -2.83 |
Ave Maria Value Strategy | -3.04 | -3.93 |
RS Concentrated All Cap Comp | -3.79 | -4.61 |
12th Street Asset Opportunity | -4.02 | -4.98 |
12th Street Asset Management LP | -3.88 | -5.65 |
EARNEST Mid Cap Value | -7.36 | -8.28 |
Jackson Creek U.S. Mid Cap Equity | -7.55 | -8.29 |
Fiduciary Mgt of Milwaukee Sm-Cap Eq | -8.34 | -9.04 |
CRM Mid Cap Value Separate Account | -8.56 | -9.09 |
Investment Management of Virginia Opport | -9.00 | -9.46 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Mid-Cap Blend | 5 year gross return | 5 year net return |
---|---|---|
Alpha Quant Mid Cap Quality Growth | 11.16 | 10.32 |
Snyder Capital Mgt Small/Mid Cap Val | 10.54 | 9.85 |
Snyder Capital Mgt Concentrated | 10.71 | 9.84 |
Fenimore Dividend Focus Equity | 10.71 | 9.79 |
Janus Henderson US Opportunistic Alpha | 9.96 | 9.23 |
Fuller & Thaler Behavioral Unconstrnd Eq | 9.58 | 9.02 |
EARNEST Mid Cap Core | 10.01 | 8.92 |
Alpha Quant Mid Cap Growth | 9.56 | 8.74 |
Madison Mid Cap Equity | 9.58 | 8.72 |
EARNEST Small/Mid Cap Core | 9.80 | 8.70 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Long Government | 1 year gross return | 1 year net return |
---|---|---|
Donoghue Forlines Treasury | -11.64 | -12.03 |
Franklin U.S. Govt Ladder 5-20 Yr SMA | -16.49 | -17.74 |
DoubleLine Long Duration Total Return | -25.37 | -25.64 |
PIMCO Long Duration Treasury | -26.09 | -26.45 |
Hoisington Inv Mgt Macroeconomic FI Comp | -28.98 | -29.45 |
PIMCO Long Bond Extended Duration | -29.54 | -29.70 |
NISA 15+ STRIPS Fixed Income Composite | -33.23 | -33.30 |
Jennison Long Conserv. Treasury STRIPS | -35.33 | -35.40 |
Jennison Active Long US Treasury STRIPS | -35.56 | -35.65 |
BlackRock US Strips 20+ Year Bond Index | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Long Government | 5 year gross return | 5 year net return |
---|---|---|
Donoghue Forlines Treasury | 2.09 | 1.19 |
PIMCO Long Bond Extended Duration | -0.02 | -0.33 |
PIMCO Long Duration Treasury | -1.27 | -1.75 |
Hoisington Inv Mgt Macroeconomic FI Comp | -1.48 | -1.76 |
DoubleLine Long Duration Total Return | -1.35 | -1.79 |
NISA 15+ STRIPS Fixed Income Composite | -2.20 | -2.32 |
Jennison Long Conserv. Treasury STRIPS | -2.59 | -2.68 |
Jennison Active Long US Treasury STRIPS | -2.66 | -2.79 |
Franklin U.S. Govt Ladder 5-20 Yr SMA | n/a | n/a |
BlackRock US Strips 20+ Year Bond Index | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Multisector Bond | 1 year gross return | 1 year net return |
---|---|---|
PCM Absolute Bond Composite | 3.19 | 2.10 |
Newport Investment - Flexible Bond | -0.92 | -1.41 |
L&S High Yield | -1.24 | -1.99 |
Winthrop Tactical Income | -2.23 | -2.41 |
WSTCM Credit Select Risk-Managed | -1.90 | -2.57 |
PGIM Fixed Inc Absolute Return Composite | -2.18 | -2.61 |
Schroders Opp Multi-Sector Sec - Opp Sec | -2.04 | -2.67 |
Main Management Yield Conservative SMA | -3.92 | -4.15 |
Potomac Income Plus | -2.13 | -4.58 |
Toews Conservative Income ETF Focus | -4.73 | -4.73 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Multisector Bond | 5 year gross return | 5 year net return |
---|---|---|
Newport Investment - Flexible Bond | 7.83 | 7.29 |
L&S High Yield | 3.70 | 2.87 |
Aristotle Strategic Credit | 2.59 | 2.52 |
Frost Credit Composite | 2.91 | 2.38 |
Fort Washington Strategic Income | 2.47 | 2.34 |
Schroders Opp Multi-Sector Sec - Opp Sec | 2.94 | 2.22 |
Calvert Flexible Bond | 2.55 | 2.15 |
Winthrop Tactical Income | 2.56 | 2.07 |
Bramshill Income Performance Fund | 2.10 | 2.04 |
PineBridge Dynamic Fixed Income Comp | 2.18 | 1.92 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Real Estate | 1 year gross return | 1 year net return |
---|---|---|
JPM US REITs-Composite | -16.28 | 18.47 |
Lasalle Glbl Opp Composite Hdgd AUD | -6.54 | -7.05 |
LaSalle Completion 1 Program Composite | -11.72 | -12.12 |
LaSalle U.S. Real Estate Securities | -13.46 | -13.85 |
GSI Capital Advisors Public Real Estate | -13.57 | -13.95 |
Allspring Select Real Estate | -13.43 | -14.08 |
Adelante NewCORE Strategy | -13.67 | -14.28 |
Innovative Portfolios Real Estate I&G | -13.88 | -14.95 |
Ranger Global - U.S. Real Estate | -14.40 | -15.04 |
Chilton Capital REIT | -14.88 | -15.42 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Real Estate | 5 year gross return | 5 year net return |
---|---|---|
JPM US REITs-Composite | 4.50 | 11.32 |
Baron Real Estate Strategy | 9.51 | 8.43 |
Allspring Select Real Estate | 7.28 | 6.48 |
Cohen & Steers US Realty Total Ret Comp | 6.76 | 5.95 |
MFS U.S. REIT | 6.36 | 5.65 |
PGI Real Estate Equity Securities | 6.05 | 5.42 |
Cohen & Steers US Realty Focus Comp | 6.13 | 5.38 |
Neuberger Berman REIT | 5.96 | 5.05 |
US REIT | 5.67 | 5.04 |
Heitman US RE Securities Focused | 5.41 | 4.77 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Mid-Cap Blend | 1 year gross return | 1 year net return |
---|---|---|
FPI QFC For a Better World - Growth | -1.93 | -2.83 |
Ave Maria Value Strategy | -3.04 | -3.93 |
RS Concentrated All Cap Comp | -3.79 | -4.61 |
12th Street Asset Opportunity | -4.02 | -4.98 |
12th Street Asset Management LP | -3.88 | -5.65 |
EARNEST Mid Cap Value | -7.36 | -8.28 |
Jackson Creek U.S. Mid Cap Equity | -7.55 | -8.29 |
Fiduciary Mgt of Milwaukee Sm-Cap Eq | -8.34 | -9.04 |
CRM Mid Cap Value Separate Account | -8.56 | -9.09 |
Investment Management of Virginia Opport | -9.00 | -9.46 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Mid-Cap Blend | 5 year gross return | 5 year net return |
---|---|---|
Alpha Quant Mid Cap Quality Growth | 11.16 | 10.32 |
Snyder Capital Mgt Small/Mid Cap Val | 10.54 | 9.85 |
Snyder Capital Mgt Concentrated | 10.71 | 9.84 |
Fenimore Dividend Focus Equity | 10.71 | 9.79 |
Janus Henderson US Opportunistic Alpha | 9.96 | 9.23 |
Fuller & Thaler Behavioral Unconstrnd Eq | 9.58 | 9.02 |
EARNEST Mid Cap Core | 10.01 | 8.92 |
Alpha Quant Mid Cap Growth | 9.56 | 8.74 |
Madison Mid Cap Equity | 9.58 | 8.72 |
EARNEST Small/Mid Cap Core | 9.80 | 8.70 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Foreign Large Blend | 1 year gross return | 1 year net return |
---|---|---|
ClearBridge Global Infrastructure Income | -6.34 | -7.28 |
NorthCoast CAN SLIM International | -6.88 | -8.00 |
Acadian Non-U.S. All-Cap Hedged USD Eqty | -8.69 | -9.38 |
KKM Xtrackers Developed ex-US FX Hedged | -10.98 | -11.34 |
Wellington Durable Enterprises | -11.75 | -12.41 |
First Eagle International Value Equity | -15.30 | -15.93 |
Ariel International (DM/EM) | -15.58 | -16.27 |
Fiduciary Mgt of Milwaukee Intl Comp | -16.27 | -16.89 |
Wellington International Dividend Growth | -16.41 | -16.95 |
Nuveen International Dividend Growth | -16.69 | -17.32 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Foreign Large Blend | 5 year gross return | 5 year net return |
---|---|---|
Global Select Composite | 6.32 | 5.90 |
Acadian Non-U.S. All-Cap Hedged USD Eqty | 6.58 | 5.79 |
Wellington Durable Enterprises | 6.58 | 5.79 |
ClearBridge Global Infrastructure Income | 6.52 | 5.47 |
Thornburg Intl Equity ESG Composite | 6.11 | 5.20 |
SGA Global Equity | 4.35 | 3.58 |
Arrowstreet Intl Eq Str All Wld ex US | 4.10 | 3.29 |
Eldred Rock International Value | 4.17 | 3.09 |
Inspire Select International | 2.70 | 2.70 |
Janus Henderson Intl Alpha Equity | 3.29 | 2.59 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Intermediate Government | 1 year gross return | 1 year net return |
---|---|---|
CCM Fixed Income Portfolio | -2.51 | -3.00 |
SeaCrest US Government Interm Duration | -7.49 | -7.49 |
GS Gov/Corporate FI (Int. Duration) | -10.43 | -10.62 |
Franklin U.S. Govt Ladder 1-10 Yr SMA | -9.30 | -10.66 |
Wright Mortgage Backed Securities F/I | -10.85 | -11.21 |
CS McKee Broad Government Fixed | -12.13 | -12.36 |
DBF Intermediate Duration Govt/Agency | -12.24 | -12.45 |
Northern Trust Government Index | -12.74 | -12.86 |
MFS US Government Fixed Income | -12.59 | -12.96 |
TCW Index Plus MBS | -13.36 | -13.58 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Intermediate Government | 5 year gross return | 5 year net return |
---|---|---|
CCM Fixed Income Portfolio | 1.96 | 1.44 |
SeaCrest US Government Interm Duration | 0.54 | 0.51 |
CS McKee Broad Government Fixed | 0.44 | 0.16 |
GS Gov/Corporate FI (Int. Duration) | 0.34 | 0.14 |
M.D. Sass Core Fix-Inc | 0.07 | -0.21 |
MFS US Government Fixed Income | 0.05 | -0.25 |
Northern Trust Government Index | -0.15 | -0.29 |
Wright Mortgage Backed Securities F/I | -0.08 | -0.44 |
FIAM Agency MBS | -0.46 | -0.48 |
DBF Intermediate Duration Govt/Agency | -0.47 | -0.70 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Short-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
MCM Tactical Income | 6.75 | 6.23 |
Fort Washington Ultra Short Duration | -0.02 | -0.13 |
Mellon Enhanced Cash | -0.08 | -0.23 |
Smith Graham Low Dur | -1.06 | -1.27 |
Morgan Stanley U.S. Short Duration | -1.48 | -1.56 |
Sage Cash Balance Ultra Conservative Mo | -2.09 | -2.31 |
BBH Limited Duration | -2.16 | -2.41 |
Mellon Short Duration Insurance | -2.29 | -2.54 |
Garcia Hamilton Short Duration Opp | -2.43 | -2.57 |
Frontier Asset Mgt Short-Term Reserve | -0.83 | -2.80 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Short-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Thornburg Multisector Opportun Composite | 2.90 | 2.30 |
Diamond Hill Short Duration Secitizd Bd | 2.68 | 2.21 |
Fort Washington Ultra Short Duration | 1.85 | 1.73 |
Post Limited Term High Yield Comp | 2.28 | 1.62 |
Winthrop Intermediate Aggregate Fixed | 1.88 | 1.54 |
Frost Intermediate Taxable Composite | 2.05 | 1.53 |
Frost Core Plus Composite | 2.04 | 1.51 |
Calvert Short Duration Income Strategy | 1.76 | 1.47 |
Federated Hermes Low Duration Broad | 1.57 | 1.35 |
Loomis Sayles Short Duration Fixed Inc | 1.54 | 1.35 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Large Blend | 1 year gross return | 1 year net return |
---|---|---|
JPM US REI 150-Composite | -14.03 | 20.52 |
JPM US Equity-MA | -13.95 | 20.04 |
JPM US Analyst Large Cap Core-Composite | -14.04 | 20.01 |
JPM US REI 100-Composite | -14.23 | 19.89 |
JPM Research Managed Volatility-Composit | -4.74 | 14.23 |
JPM S&P 500 Equity Index-Composite | -15.47 | 13.65 |
Parametric DPS Options Only | 1.39 | 0.39 |
M&R Capital Management – Capital Appreci | 0.98 | 0.11 |
Alpha Quant SmartALPHA® Defensive Eq | 1.16 | 0.06 |
Gyroscope Low Volatility Portfolio | 0.78 | -0.15 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Large Blend | 5 year gross return | 5 year net return |
---|---|---|
JPM US Equity-MA | 11.20 | 18.39 |
JPM US Analyst Large Cap Core-Composite | 10.94 | 17.90 |
JPM US REI 150-Composite | 10.08 | 17.20 |
JPM US REI 100-Composite | 9.81 | 16.91 |
JPM S&P 500 Equity Index-Composite | 9.24 | 16.66 |
Euclid Advisory Large Cap Growth | 16.80 | 15.45 |
Suncoast Equity Dividend Growth | 14.27 | 14.01 |
DCP US Fundamental Stability & Value | 12.29 | 11.86 |
Copeland All Cap Dividend Growth | 12.24 | 11.51 |
JPM Research Managed Volatility-Composit | 9.10 | 11.49 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Small Growth | 1 year gross return | 1 year net return |
---|---|---|
Nicholas Small-Cap Growth Equity | -18.48 | -7.45 |
Atlanta High Quality Small Cap | -10.42 | -11.13 |
Port Capital Small Cap Equity | -12.25 | -12.98 |
Zacks Small Cap Equity Strategy | -12.61 | -13.25 |
Sawgrass Genesis Small Growth Equity | -12.68 | -13.39 |
Fisher US Small Cap Opportunities | -12.85 | -13.46 |
GlobeFlex Capital LP U.S Sm-Cap Gr Eqty | -13.62 | -14.36 |
Copeland Small Cap Dividend Growth | -14.11 | -14.96 |
Renaissance Small Cap Growth | -14.79 | -15.18 |
Wellington Emerging Companies | -14.50 | -15.32 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Small Growth | 5 year gross return | 5 year net return |
---|---|---|
Next Century Growth Micro Cap Growth | 28.60 | 27.72 |
Next Century Growth Small Cap | 19.44 | 18.33 |
Granahan Inv Mgt - Sm Cap Focused Grth | 19.29 | 18.26 |
Advisory Research U.S. Small Cap Growth | 19.21 | 18.08 |
Granahan SMID Select | 18.08 | 16.92 |
Granahan Small Cap Select | 18.05 | 16.91 |
Bullseye Small Cap Growth | 14.81 | 13.68 |
Shaker Small Cap Growth | 14.77 | 13.63 |
Morgan Stanley Inception | 14.27 | 13.43 |
Wasatch Small Cap Ultra Growth Composite | 13.96 | 12.96 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Natural Resources | 1 year gross return | 1 year net return |
---|---|---|
Newton Global Natural Resources | 29.68 | 28.67 |
Jennison Global Natural Resources Equity | 17.11 | 16.24 |
Financial Trust Global Resources | 15.68 | 14.25 |
Ninety One Global Natural Resources | 8.14 | 7.33 |
Cohen & Steers Gl Natural Resource Comp | 7.53 | 6.87 |
VanEck Global Resources Composite | 7.46 | 6.66 |
Inspire Select Clean Water | -7.53 | -7.53 |
GMO Resources Strategy | -8.58 | -9.22 |
KBIGI Global Resource Solution | -11.43 | -12.18 |
Ecofin Global Water Composite | -18.00 | -18.65 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Natural Resources | 5 year gross return | 5 year net return |
---|---|---|
Newton Global Natural Resources | 13.13 | 12.23 |
Inspire Select Clean Water | 11.99 | 11.99 |
GMO Resources Strategy | 10.58 | 9.82 |
Ninety One Global Natural Resources | 10.20 | 9.40 |
KBIGI Global Resource Solution | 9.98 | 9.06 |
Ecofin Global Water Composite | 8.99 | 8.17 |
Cohen & Steers Gl Natural Resource Comp | 8.85 | 8.14 |
Jennison Global Natural Resources Equity | 8.55 | 7.78 |
Financial Trust Global Resources | 7.76 | 6.42 |
VanEck Global Resources Composite | 5.26 | 4.49 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Long-Term Bond | 1 year gross return | 1 year net return |
---|---|---|
PCM Global Bond HF Composite | -2.21 | -3.19 |
Beacon Vantage 3.0 Bond | -6.44 | -7.78 |
Principal Street Tax Exempt High Income | -9.34 | -9.86 |
Full Duration Fixed Income | -14.32 | -14.53 |
Dorsey Wright Tactical Fixed Income | -15.28 | -16.07 |
Sage Long Duration LDI (7-10 Year) | -17.16 | -17.34 |
Ramirez Long Duration Composite | -18.21 | -18.38 |
Barings U.S. Invest. Grade Corp. Credit | -19.02 | -19.23 |
AXA Inv Mgrs US Inv Grade Corp | -19.06 | -19.27 |
BNP Paribas Global Sovereign Full Discr | -20.09 | -20.25 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Long-Term Bond | 5 year gross return | 5 year net return |
---|---|---|
Dorsey Wright Tactical Fixed Income | 3.06 | 2.11 |
AXA Inv Mgrs US Inv Grade Corp | 0.42 | 1.64 |
Camden Long Duration (US Corporate) Comp | 1.71 | 1.05 |
Camden Long Duration (Govt/Credit) Comp | 1.36 | 0.77 |
Ramirez Long Duration Composite | 0.81 | 0.61 |
Sage Long Duration LDI (7-10 Year) | 0.61 | 0.30 |
Barings U.S. Invest. Grade Corp. Credit | 0.40 | 0.15 |
PCM Global Bond HF Composite | 1.08 | 0.07 |
Beacon Vantage 3.0 Bond | 1.41 | -0.03 |
Principal Street Tax Exempt High Income | 0.79 | -0.08 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Foreign Small/Mid Value | 1 year gross return | 1 year net return |
---|---|---|
Cedar Street International Small Cap | -17.47 | -18.22 |
Causeway International Small Cap | -17.96 | -18.53 |
Kopernik Global All-Cap | -18.53 | -19.09 |
Cedar Street International (EAFE) SCV | -20.36 | -21.12 |
Pzena Intl Small Cap Focused Value | -20.50 | -21.31 |
Cedar Street Emerging Markets Small Cap | -19.28 | -22.42 |
SAMG International Small Cap Value | -23.18 | -23.48 |
Metis International Small Cap Equity | -23.03 | -23.56 |
ARGA International Small-Cap Strategy | -23.11 | -23.90 |
Artisan International Explorer | -22.68 | -24.39 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Foreign Small/Mid Value | 5 year gross return | 5 year net return |
---|---|---|
Kopernik Global All-Cap | 6.90 | 6.21 |
ARGA International Small-Cap Strategy | 1.60 | 0.50 |
Cedar Street Emerging Markets Small Cap | 1.52 | -0.11 |
Cedar Street International (EAFE) SCV | 0.55 | -0.32 |
Causeway International Small Cap | 0.17 | -0.59 |
Cedar Street International Small Cap | 0.27 | -0.75 |
GlobeFlex International Micro Cap Cmpst | -0.50 | -1.39 |
Pzena Intl Small Cap Focused Value | -2.22 | -3.20 |
Brandes International Small Cap Eq | -2.65 | -3.50 |
LSV Asset Mgt Intl Sm-Cap Val Eq | -2.85 | -3.81 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
High Yield Bond | 1 year gross return | 1 year net return |
---|---|---|
Horizon High Yield Opportunity Instl | 0.53 | -0.47 |
Penn Capital Ult Short Duration Corp Inc | -1.11 | -1.21 |
Guggenheim US Bank Loans Composite | -1.14 | -1.75 |
L&S Short-Duration High Yield | -1.46 | -2.45 |
Invesco Bank Loans | -2.46 | -2.94 |
Allspring U.S. Short-Term High Yield | -3.31 | -3.79 |
Penn Capital Def Short Duration High Inc | -3.58 | -3.92 |
Herzfeld Fixed Income Composite | -4.12 | -4.33 |
Shenkman Capital Short Dur Hi Inc Strat | -4.08 | -4.76 |
Winthrop Short Duration High Yield | -0.11 | -4.81 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
High Yield Bond | 5 year gross return | 5 year net return |
---|---|---|
Herzfeld Fixed Income Composite | 7.04 | 6.37 |
L&S Short-Duration High Yield | 4.60 | 3.87 |
Mesirow High Yield | 4.08 | 3.67 |
Strategic Income Mmgt SiM High Yld Instl | 3.94 | 3.54 |
Artisan High Income | 4.09 | 3.38 |
Shenkman Multi-Asset Credit Composite | 3.86 | 3.09 |
PGIM US Shrt-Dur Higher Quality Hi-Yld | 3.53 | 3.05 |
Polen DDJ U.S. Opportunistic HY Comp | 3.28 | 2.79 |
MacKay High Yield Low Volatility Comp | 3.26 | 2.75 |
Capital Group US High Yield | 2.89 | 2.58 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Latin America Stock | 1 year gross return | 1 year net return |
---|---|---|
T. Rowe Price Latin America Equity | -5.96 | -6.77 |
Morgan Stanley Latin America Equity | -11.74 | -12.99 |
Financial Trust Latin Value Momentum | -12.64 | -13.72 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Latin America Stock | 5 year gross return | 5 year net return |
---|---|---|
T. Rowe Price Latin America Equity | -1.81 | -2.65 |
Morgan Stanley Latin America Equity | -3.84 | -4.79 |
Financial Trust Latin Value Momentum | -5.35 | -6.52 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Mid-Cap Growth | 1 year gross return | 1 year net return |
---|---|---|
Horizon Research Select Instl | 11.36 | 10.25 |
Horizon Small Cap Institutional | 6.17 | 5.10 |
Horizon Strategic Value Investment Instl | -2.09 | -3.07 |
Horizon Spin-Off Institutional | -4.90 | -5.85 |
Copeland Mid Cap Dividend Growth | -6.93 | -7.48 |
Atlanta High Quality Smid Cap | -9.59 | -10.32 |
Niemann Risk Managed Global Opportunity | -9.06 | -10.34 |
Dorsey Wright Sys Reltv Strength Core | -9.65 | -10.86 |
Kayne Anderson Rudnick Small Cap Core | -10.55 | -11.36 |
Running Oak Efficient Growth | -11.00 | -11.44 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Mid-Cap Growth | 5 year gross return | 5 year net return |
---|---|---|
NCG SMID Cap | 19.06 | 17.90 |
Night Owl Equity | 17.83 | 16.44 |
Baron Small to Mid Cap Growth Strategy | 15.75 | 14.83 |
Principal Small Cap Growth Equity | 15.40 | 14.44 |
Principal SMID Cap Growth Equity | 14.70 | 13.75 |
Hood River Small/Mid-Cap Growth | 14.14 | 13.14 |
Congress SMID Growth | 13.51 | 13.09 |
Kayne Anderson Rudnick Small Cap Core | 13.51 | 12.50 |
Kayne Anderson Rudnick Mid Sustain Gr | 13.12 | 12.28 |
Advisory Research U.S. Mid Cap Growth | 13.11 | 12.16 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Target Date 2021-2025 | 1 year gross return | 1 year net return |
---|---|---|
Capital Group 2025 Target Date Ret Comp | -14.57 | -14.86 |
Inspire FuturePath 2025 Model | -16.37 | -16.37 |
Voya Target Retirement 2025 Composite | -17.81 | -17.97 |
Fidelity Freedom Index 2025 Cmgld Pool C | -18.51 | -18.63 |
Fidelity Freedom Blend 2025 Cmgld Pool I | -19.63 | -19.76 |
Fidelity Freedom Blend 2025 Cmgld Pool H | -19.62 | -19.83 |
Fidelity Freedom Blend 2025 Cmgld Pool C | -19.64 | -19.92 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Target Date 2021-2025 | 5 year gross return | 5 year net return |
---|---|---|
Capital Group 2025 Target Date Ret Comp | 4.30 | 3.93 |
Fidelity Freedom Blend 2025 Cmgld Pool I | 3.27 | 3.10 |
Voya Target Retirement 2025 Composite | 3.25 | 3.06 |
Fidelity Freedom Blend 2025 Cmgld Pool H | 3.28 | 3.00 |
Fidelity Freedom Index 2025 Cmgld Pool C | 3.12 | 2.99 |
Fidelity Freedom Blend 2025 Cmgld Pool C | 3.25 | 2.95 |
Inspire FuturePath 2025 Model | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Emerging Markets Bond | 1 year gross return | 1 year net return |
---|---|---|
SeaCrest Inv Mgmt Intl Sovereign Debt | -4.17 | -5.09 |
MIM EM Debt Limited Duration | -6.83 | -7.29 |
Eastspring Asia Sustainable Bond | -8.94 | -9.48 |
PineBridge Global Emg Mkts LC Bond Comp | -11.57 | -12.86 |
Eaton Vance EM Debt Opportunities | -13.52 | -14.08 |
Global Evolution Frontier Markets | -14.00 | -14.96 |
Global Evolution EM Local Debt | -14.99 | -15.22 |
Loomis Sayles EMCD Invest Grade Plus | -15.78 | -16.15 |
Lazard EM Debt - Corporate Broad | -15.69 | -16.20 |
Invesco Emerging Markets Local Bond | -15.69 | -16.26 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Emerging Markets Bond | 5 year gross return | 5 year net return |
---|---|---|
Eaton Vance EM Debt Opportunities | 2.42 | 1.78 |
Lazard EM Debt - Corporate Broad | 2.12 | 1.58 |
Global Evolution Frontier Markets | 2.46 | 1.27 |
MIM EM Debt Limited Duration | 1.55 | 1.04 |
Blackrock Emerging Mkts Debt Corp Bond | 0.69 | 0.59 |
SeaCrest Inv Mgmt Intl Sovereign Debt | 1.38 | 0.41 |
Loomis Sayles EMCD Invest Grade Plus | 0.85 | 0.41 |
Stone Harbor Emerging Mkts Corp Dbt Cor | 0.71 | 0.31 |
Finisterre EMTR Composite | 0.88 | 0.08 |
T. Rowe Price Emerging Markets Corp Bd | 0.58 | 0.07 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Target Date 2031-2035 | 1 year gross return | 1 year net return |
---|---|---|
Inspire FuturePath 2035 Model | -17.67 | -17.67 |
Capital Group 2035 Target Date Ret Comp | -17.90 | -18.18 |
Voya Target Retirement 2035 Composite | -19.00 | -19.15 |
Fidelity Freedom Index 2035 Cmgld Pool C | -19.77 | -19.88 |
Fidelity Freedom Blend 2035 Cmgld Pool I | -21.11 | -21.24 |
Fidelity Freedom Blend 2035 Cmgld Pool H | -21.12 | -21.33 |
Fidelity Freedom Blend 2035 Cmgld Pool C | -21.11 | -21.38 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Target Date 2031-2035 | 5 year gross return | 5 year net return |
---|---|---|
Capital Group 2035 Target Date Ret Comp | 5.56 | 5.18 |
Fidelity Freedom Blend 2035 Cmgld Pool I | 4.56 | 4.40 |
Fidelity Freedom Blend 2035 Cmgld Pool H | 4.56 | 4.28 |
Fidelity Freedom Blend 2035 Cmgld Pool C | 4.55 | 4.24 |
Fidelity Freedom Index 2035 Cmgld Pool C | 4.34 | 4.22 |
Voya Target Retirement 2035 Composite | 4.40 | 4.20 |
Inspire FuturePath 2035 Model | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Ultrashort Bond | 1 year gross return | 1 year net return |
---|---|---|
BNP Paribas Mortgage Alpha | 3.38 | 2.87 |
Federated Hermes Trade Finance | 2.14 | 1.28 |
Mellon STIF | 0.84 | 0.76 |
Smith Graham Cash Mgt | 0.85 | 0.76 |
JPM Liquidity USD Credit-Composite | 0.87 | 0.72 |
Western Asset US Liquidity | 0.75 | 0.63 |
RBC US Cash Management: High Quality Crd | 0.74 | 0.62 |
RBC US Cash Management: Government | 0.67 | 0.55 |
Smith Graham Enhanced Cash | 0.57 | 0.46 |
Garcia Hamilton Cash | 0.34 | 0.28 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Ultrashort Bond | 5 year gross return | 5 year net return |
---|---|---|
Federated Hermes Trade Finance | 3.20 | 2.33 |
L&S Short-Duration Investment Grade | 1.89 | 1.64 |
Federated Hermes Active Cash Broad | 1.75 | 1.61 |
Garcia Hamilton Cash | 1.51 | 1.45 |
Baird Ultra Short Bond | 1.57 | 1.42 |
Calvert Ultra-Short Duration Bond | 1.64 | 1.39 |
Pioneer Multi-Asset Ultrashort Income | 1.62 | 1.37 |
MetLife Inv. Mgmt. Cash Plus | 1.50 | 1.32 |
Segall Bryant Short Term Plus Fixed | 1.52 | 1.31 |
Sterling Cash Management | 1.37 | 1.29 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Aggressive Allocation | 1 year gross return | 1 year net return |
---|---|---|
B. Riley Fairfax Active Perm Portfolio | -2.43 | -4.14 |
Robinson Wealth of Nations® | -4.04 | -4.71 |
FB&P EDP Balanced 726 | -5.96 | -6.48 |
Palouse Capital Diversified Income Strat | -6.96 | -7.35 |
AMP Adaptive Growth | -6.43 | -7.40 |
ValueWorks Cap App | -6.38 | -7.47 |
AMP Adaptive Growth & Income | -7.69 | -8.47 |
Estabrook Balanced | -8.09 | -9.02 |
NorthCoast CAN SLIM Investment Program | -8.23 | -9.43 |
BCM Growth (Monthly) | -10.07 | -10.54 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Aggressive Allocation | 5 year gross return | 5 year net return |
---|---|---|
ValueWorks Cap App | 10.31 | 9.06 |
Calamos US Opportunities Composite | 8.91 | 8.18 |
Dorsey Wright Sys Reltv Strength Bal | 8.97 | 7.97 |
Robinson Wealth of Nations® | 8.53 | 7.75 |
Washington Crossing Conquest SecModAggGr | 7.60 | 7.15 |
B. Riley Fairfax Active Perm Portfolio | 9.09 | 7.06 |
Montag & Caldwell Balanced | 7.87 | 6.96 |
SSI Flexible Alloc-Moderately Aggressive | 7.60 | 6.60 |
Confluence AA Growth & Income Alpha | 6.50 | 6.50 |
Peavine Capital Aggressive | 6.56 | 6.24 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Large Value | 1 year gross return | 1 year net return |
---|---|---|
JPM US Large Cap Value-Composite | -4.88 | 26.84 |
JPM US Value-Composite | -6.07 | 19.75 |
JPM US Equity Income-Composite | -5.03 | 18.60 |
Peak Capital Management Dividend Equity | 17.32 | 16.53 |
Federated Hermes Strategic Val Dividend | 2.45 | 1.73 |
GQG Partners US Quality Div Inc | 2.09 | 1.58 |
Alpha Quant SmartALPHA® Defensive Val | 2.69 | 1.56 |
Liberty One Tactical Growth Solution | 1.55 | 0.89 |
Crawford Inv Counsel Dividend Yield | 0.02 | -0.47 |
Newton Equity Income Management | -0.71 | -1.26 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Large Value | 5 year gross return | 5 year net return |
---|---|---|
JPM US Value-Composite | 8.55 | 18.92 |
JPM US Large Cap Value-Composite | 7.85 | 13.48 |
Polaris Concentrated Value | 13.90 | 12.78 |
JPM US Equity Income-Composite | 8.51 | 12.67 |
Polaris Focused Value | 11.42 | 10.33 |
Yacktman Focused Composite | 10.72 | 10.16 |
Smead US Value Composite | 11.01 | 10.07 |
WealthPlan DAP | 11.16 | 9.98 |
Innovative Portfolios Bulls of the Dow | 11.06 | 9.70 |
Putnam US Large Cap Value Concentrated | 10.01 | 9.67 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Foreign Large Growth | 1 year gross return | 1 year net return |
---|---|---|
Financial Trust Intl ValueMomentum | -18.42 | -19.43 |
GQG Partners International Equity | -19.33 | -19.89 |
MFS International Growth Equity | -21.43 | -21.91 |
Confluence International Equity - Direct | -22.41 | -22.41 |
MFS International Concentrated Equity | -22.37 | -22.77 |
Ninety One International Franchise | -22.82 | -23.41 |
FT VMV Developed Markets ex US | -22.81 | -23.76 |
Mitchell Capital International Equity | -23.10 | -23.85 |
Confluence International Growth Equity | -23.00 | -23.86 |
Lazard Global Quality Growth | -24.22 | -24.28 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Foreign Large Growth | 5 year gross return | 5 year net return |
---|---|---|
Jennison Focused Global Equity Oppts | 16.75 | 14.16 |
Lazard Global Quality Growth | 8.40 | 8.12 |
Wellington Global Capital Appreciation | 8.39 | 7.51 |
WCM Focused Growth International ADR | 6.78 | 6.07 |
Baillie Gifford Intl Concentrated Growth | 6.74 | 6.02 |
WCM Inv Mgt Focused Growth Intl | 6.56 | 5.83 |
Jennison International Equity Oppts | 6.40 | 5.74 |
FT VMV Developed Markets ex US | 7.05 | 5.73 |
GQG Partners International Equity | 5.97 | 5.23 |
Axiom International Equity Strategy | 4.52 | 3.65 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Small Growth | 1 year gross return | 1 year net return |
---|---|---|
Nicholas Small-Cap Growth Equity | -18.48 | -7.45 |
Atlanta High Quality Small Cap | -10.42 | -11.13 |
Port Capital Small Cap Equity | -12.25 | -12.98 |
Zacks Small Cap Equity Strategy | -12.61 | -13.25 |
Sawgrass Genesis Small Growth Equity | -12.68 | -13.39 |
Fisher US Small Cap Opportunities | -12.85 | -13.46 |
GlobeFlex Capital LP U.S Sm-Cap Gr Eqty | -13.62 | -14.36 |
Copeland Small Cap Dividend Growth | -14.11 | -14.96 |
Renaissance Small Cap Growth | -14.79 | -15.18 |
Wellington Emerging Companies | -14.50 | -15.32 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Small Growth | 5 year gross return | 5 year net return |
---|---|---|
Next Century Growth Micro Cap Growth | 28.60 | 27.72 |
Next Century Growth Small Cap | 19.44 | 18.33 |
Granahan Inv Mgt - Sm Cap Focused Grth | 19.29 | 18.26 |
Advisory Research U.S. Small Cap Growth | 19.21 | 18.08 |
Granahan SMID Select | 18.08 | 16.92 |
Granahan Small Cap Select | 18.05 | 16.91 |
Bullseye Small Cap Growth | 14.81 | 13.68 |
Shaker Small Cap Growth | 14.77 | 13.63 |
Morgan Stanley Inception | 14.27 | 13.43 |
Wasatch Small Cap Ultra Growth Composite | 13.96 | 12.96 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Large Growth | 1 year gross return | 1 year net return |
---|---|---|
Sawgrass Focused Growth Equity | 1.43 | 0.72 |
Winans Growth 100% Composite | -1.81 | -2.40 |
Marshfield Core Value Equity | -3.34 | -4.51 |
Horizon Large Cap Institutional | -5.08 | -6.03 |
Port Capital Partners Equity | -5.63 | -6.41 |
Contravisory Strategic Equity Portfolio | -6.20 | -7.04 |
GQG Partners US Equity | -6.67 | -7.14 |
Greenfield Seitz Global Large Cap GARP | -1.32 | -7.15 |
SI Relative Strength | -6.57 | -7.93 |
Morris Capital Gr Portfolio Strat | -7.64 | -8.10 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Large Growth | 5 year gross return | 5 year net return |
---|---|---|
Mark Long Only | 19.13 | 17.34 |
LEIA CBI | 16.19 | 16.19 |
Mark Focus | 17.75 | 16.04 |
Baron High Growth Strategy | 16.57 | 15.44 |
Slow Capital Growth | 15.28 | 14.87 |
Atlanta High Quality Focused Growth | 15.39 | 14.59 |
Segall Bryant & Hamill Select Equity | 14.91 | 14.39 |
Montrusco Bolton US Equity (USD) | 14.86 | 14.12 |
Next Century Growth Large Cap | 14.69 | 13.96 |
Federated Hermes MDT LCG Institutional | 14.51 | 13.74 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Target Date 2036-2040 | 1 year gross return | 1 year net return |
---|---|---|
Q3 Destination Target 2040 | -11.61 | -12.05 |
Q3 Voyage Target 2040 | -12.40 | -12.84 |
Inspire FuturePath 2040 Model | -18.42 | -18.42 |
Capital Group 2040 Target Date Ret Comp | -19.32 | -19.59 |
Voya Target Retirement 2040 Composite | -19.50 | -19.66 |
Fidelity Freedom Index 2040 Cmgld Pool C | -20.64 | -20.75 |
Fidelity Freedom Blend 2040 Cmgld Pool I | -22.11 | -22.23 |
Fidelity Freedom Blend 2040 Cmgld Pool H | -22.14 | -22.35 |
Fidelity Freedom Blend 2040 Cmgld Pool C | -22.12 | -22.40 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Target Date 2036-2040 | 5 year gross return | 5 year net return |
---|---|---|
Q3 Voyage Target 2040 | 5.93 | 5.41 |
Capital Group 2040 Target Date Ret Comp | 5.73 | 5.36 |
Q3 Destination Target 2040 | 5.81 | 5.28 |
Fidelity Freedom Blend 2040 Cmgld Pool I | 4.79 | 4.63 |
Voya Target Retirement 2040 Composite | 4.80 | 4.60 |
Fidelity Freedom Index 2040 Cmgld Pool C | 4.62 | 4.50 |
Fidelity Freedom Blend 2040 Cmgld Pool H | 4.79 | 4.50 |
Fidelity Freedom Blend 2040 Cmgld Pool C | 4.79 | 4.48 |
Inspire FuturePath 2040 Model | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
World Bond | 1 year gross return | 1 year net return |
---|---|---|
Wellington Global Bond Unhedged (AUD) | -3.70 | -4.04 |
Oaktree European Senior Loans | -6.23 | -6.70 |
Newton Global Dynamic Bond USD | -6.82 | -7.15 |
Brandywine Global Unconstrained F/I | -7.03 | -7.68 |
Pictet Absolute Return Fixed Inc | -7.92 | -8.24 |
PIMCO International Bond USD-Hedged | -10.50 | -10.95 |
PIMCO Global Government Hedged | -10.87 | -11.18 |
UBS: Global Aggregate Bond | -12.47 | -12.64 |
Templeton Global Bond Plus Composite | -12.16 | -12.69 |
PIMCO Global Aggregate Hedged | -12.42 | -12.79 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
World Bond | 5 year gross return | 5 year net return |
---|---|---|
Wellington Global Bond Unhedged (AUD) | 3.60 | 3.23 |
Newton Global Dynamic Bond USD | 1.36 | 1.01 |
Wellington Opportunistic Fixed Income | 1.56 | 1.01 |
MFS Global Aggregate Opportunistic FI | 1.36 | 0.91 |
Pictet Absolute Return Fixed Inc | 1.20 | 0.85 |
Oaktree European Senior Loans | 1.27 | 0.76 |
PIMCO International Bond USD-Hedged | 1.24 | 0.73 |
UBS: Global Aggregate Bond | 0.76 | 0.56 |
PIMCO Global Government Hedged | 0.81 | 0.46 |
PIMCO Global Aggregate Hedged | 0.88 | 0.46 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Equity Energy | 1 year gross return | 1 year net return |
---|---|---|
Inspire Select Energy Sector | 58.02 | 58.02 |
HW Energy | 41.74 | 40.62 |
Miller/Howard N. Amer. Energy (w/ K-1s) | 33.72 | 32.74 |
Miller/Howard N. Amer. Energy (w/o K-1s) | 32.58 | 31.61 |
Miller/Howard N. Amer. Energy w/ K-1 SMA | 33.65 | 29.77 |
Miller/Howard N. Am. Energy w/o K-1s SMA | 31.88 | 28.05 |
Orleans Energy Opportunities | 19.73 | 18.58 |
Salient C-Corp SMA Strategy | 8.74 | 7.93 |
Laffer Tengler Global Revolution | -6.66 | -7.55 |
Global Clean Energy Comp | -11.60 | -12.18 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Equity Energy | 5 year gross return | 5 year net return |
---|---|---|
KBIGI Global Energy Transition Strategy | 16.18 | 15.20 |
Miller/Howard N. Amer. Energy (w/o K-1s) | 12.73 | 11.71 |
Miller/Howard N. Amer. Energy (w/ K-1s) | 10.00 | 9.00 |
Miller/Howard N. Am. Energy w/o K-1s SMA | 11.48 | 8.20 |
Calvert Global Energy Solutions | 8.80 | 7.99 |
Miller/Howard N. Amer. Energy w/ K-1 SMA | 9.68 | 6.44 |
Inspire Select Energy Sector | 5.03 | 5.03 |
HW Energy | 3.09 | 2.18 |
Orleans Energy Opportunities | -0.84 | -1.82 |
Salient C-Corp SMA Strategy | n/a | n/a |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Short Government | 1 year gross return | 1 year net return |
---|---|---|
Garcia Hamilton Short Duration | -2.49 | -2.62 |
Mellon Glb Govt-Short Dur (US$ Hedged) | -2.74 | -2.93 |
Genter Capital Short-Term US Government | -3.79 | -4.12 |
CS McKee Short Government | -4.10 | -4.34 |
AB US Low Duration | -4.49 | -4.66 |
Bartlett & Co. Ltd Dur Fix-Inc | -4.52 | -4.68 |
Pacific Income Short Term | -4.68 | -4.99 |
GS Gov/Corporate FI (Short Duration) | -4.81 | -5.00 |
Madison Limited Duration Governemnt Bond | -5.62 | -6.09 |
INCORE Short Government Comp | -6.16 | -6.49 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Short Government | 5 year gross return | 5 year net return |
---|---|---|
M.D. Sass 3-Year FI | 0.23 | 2.67 |
CS McKee Short Government | 1.09 | 0.87 |
Mellon Glb Govt-Short Dur (US$ Hedged) | 1.02 | 0.83 |
Sit Inv Short Duration | 1.15 | 0.75 |
GS Gov/Corporate FI (Short Duration) | 0.84 | 0.64 |
AB US Low Duration | 0.74 | 0.55 |
Genter Capital Short-Term US Government | 0.83 | 0.48 |
Bartlett & Co. Ltd Dur Fix-Inc | 0.65 | 0.48 |
Pacific Income Short Term | 0.74 | 0.44 |
INCORE Short Government Comp | 0.71 | 0.36 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Stable Value | 1 year gross return | 1 year net return |
---|---|---|
Putnam Stable Value Composite | 2.48 | 2.23 |
T. Rowe Price Stable Value | 2.41 | 2.13 |
NISA Stable Value | 2.35 | 2.12 |
PIMCO Stable Value | 2.05 | 1.78 |
Galliard Stable Value Composite | 1.83 | 1.63 |
Invesco Stable Value | 1.77 | 1.56 |
Mellon Stable Value | 1.63 | 1.53 |
Dodge & Cox Intermediate Stable Value FI | -11.52 | -11.76 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Stable Value | 5 year gross return | 5 year net return |
---|---|---|
NISA Stable Value | 2.70 | 2.46 |
PIMCO Stable Value | 2.59 | 2.34 |
Putnam Stable Value Composite | 2.56 | 2.31 |
T. Rowe Price Stable Value | 2.36 | 2.14 |
Invesco Stable Value | 2.22 | 2.02 |
Mellon Stable Value | 2.12 | 2.02 |
Galliard Stable Value Composite | 2.26 | 1.97 |
Dodge & Cox Intermediate Stable Value FI | 0.38 | 0.08 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Health | 1 year gross return | 1 year net return |
---|---|---|
Inspire Select Healthcare Sector | -2.04 | -2.04 |
APS Health Care Equity Strategy | -7.55 | -8.44 |
Janus Henderson Global Life Sciences | -11.17 | -11.86 |
Fidelity Advisor Health Care SMA (FIAM) | -12.40 | -12.45 |
Westfield Health Care | -17.00 | -17.55 |
Jennison Health Sciences Equity | -17.04 | -17.86 |
Lazard Genetic Therapies ADR | -18.32 | -18.93 |
Baron Health Care Strategy | -21.59 | -22.14 |
Financial Trust Health Value | -22.68 | -23.64 |
Healthcare Enhanced Return Opportunity | -28.85 | -29.58 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Health | 5 year gross return | 5 year net return |
---|---|---|
Inspire Select Healthcare Sector | 10.26 | 10.26 |
Janus Henderson Global Life Sciences | 8.96 | 8.15 |
Healthcare Enhanced Return Opportunity | 8.73 | 7.71 |
APS Health Care Equity Strategy | 7.94 | 6.89 |
Jennison Health Sciences Equity | 7.84 | 6.77 |
Alger Health Sciences Composite | 6.96 | 6.36 |
ARK Genomic Revolution | 7.06 | 6.26 |
Nicholas Inv-NicHealth | 7.84 | 4.74 |
Lazard Digital Health | 4.94 | 4.33 |
Financial Trust Health Value | 1.67 | 0.41 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Bank Loan | 1 year gross return | 1 year net return |
---|---|---|
Penn Capital Def Floating Rate Inc | -1.25 | -1.81 |
FIAM Leveraged Loan Composite | -1.77 | -2.26 |
Pacific Corporate Bank Loan Composite | -2.07 | -2.55 |
T. Rowe Price Floating Rate Bank Loan | -2.15 | -2.59 |
Barrow Hanley Bank Loan | -2.25 | -2.73 |
Stone Harbor Leveraged Loans | -2.55 | -2.80 |
Seix Leveraged Loan | -2.34 | -2.83 |
Post Senior Loan Composite | -2.42 | -2.90 |
MacKay Shields Leveraged Loan Comp | -2.45 | -2.93 |
Shenkman Capital Mgt Bank Loan Composite | -2.65 | -3.14 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Bank Loan | 5 year gross return | 5 year net return |
---|---|---|
Octagon Senior Secured Credit | 3.66 | 2.99 |
Park Avenue Floating Rate Bank Loan Only | 3.15 | 2.91 |
Stone Harbor Leveraged Loans | 3.17 | 2.88 |
Pacific Corporate Bank Loan Composite | 3.31 | 2.85 |
PGI Bank Loans | 3.27 | 2.77 |
Invesco US Unconstrnd Sr Loan Composite | 3.43 | 2.74 |
PGIM Fixed Inc US Sr Sec Loans Composite | 3.30 | 2.74 |
T. Rowe Price Floating Rate Bank Loan | 3.18 | 2.68 |
Park Avenue Floating Rate Composite | 3.30 | 2.63 |
FIAM Leveraged Loan Composite | 3.13 | 2.62 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Leveraged Net Long | 1 year gross return | 1 year net return |
---|---|---|
JPM US Large Cap Core 130/30-Composite | -14.79 | 20.76 |
Martingale Low Volatility Lg/Shrt LgCp+ | -2.36 | -2.99 |
Quant US Large Cap 130/30 Equity | -9.16 | -10.07 |
Martingale 130/30 LargeCap Core 500 | -10.13 | -10.73 |
AQR Capital US Relaxed Constraint 40 | -13.80 | -14.28 |
LA Capital U.S. Large Cap Active Exten | -14.52 | -14.95 |
Lazard Global 130/30 | -15.34 | -16.06 |
PVG Tactical Core Strategy | -20.00 | -20.86 |
UBS: US Equity Opportunity Unconstrained | -22.84 | -22.93 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Leveraged Net Long | 5 year gross return | 5 year net return |
---|---|---|
JPM US Large Cap Core 130/30-Composite | 10.54 | 17.41 |
PVG Tactical Core Strategy | 11.48 | 10.25 |
LA Capital U.S. Large Cap Active Exten | 9.92 | 9.41 |
UBS: US Equity Opportunity Unconstrained | 7.20 | 7.08 |
Lazard Global 130/30 | 7.86 | 6.95 |
Martingale 130/30 LargeCap Core 500 | 6.81 | 6.14 |
AQR Capital US Relaxed Constraint 40 | 6.67 | 6.06 |
Martingale Low Volatility Lg/Shrt LgCp+ | 6.72 | 6.05 |
Quant US Large Cap 130/30 Equity | 5.80 | 4.90 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Multisector Bond | 1 year gross return | 1 year net return |
---|---|---|
PCM Absolute Bond Composite | 3.19 | 2.10 |
Newport Investment - Flexible Bond | -0.92 | -1.41 |
L&S High Yield | -1.24 | -1.99 |
Winthrop Tactical Income | -2.23 | -2.41 |
WSTCM Credit Select Risk-Managed | -1.90 | -2.57 |
PGIM Fixed Inc Absolute Return Composite | -2.18 | -2.61 |
Schroders Opp Multi-Sector Sec - Opp Sec | -2.04 | -2.67 |
Main Management Yield Conservative SMA | -3.92 | -4.15 |
Potomac Income Plus | -2.13 | -4.58 |
Toews Conservative Income ETF Focus | -4.73 | -4.73 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Multisector Bond | 5 year gross return | 5 year net return |
---|---|---|
Newport Investment - Flexible Bond | 7.83 | 7.29 |
L&S High Yield | 3.70 | 2.87 |
Aristotle Strategic Credit | 2.59 | 2.52 |
Frost Credit Composite | 2.91 | 2.38 |
Fort Washington Strategic Income | 2.47 | 2.34 |
Schroders Opp Multi-Sector Sec - Opp Sec | 2.94 | 2.22 |
Calvert Flexible Bond | 2.55 | 2.15 |
Winthrop Tactical Income | 2.56 | 2.07 |
Bramshill Income Performance Fund | 2.10 | 2.04 |
PineBridge Dynamic Fixed Income Comp | 2.18 | 1.92 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Moderate Allocation | 1 year gross return | 1 year net return |
---|---|---|
Cypress Capital US Opportunity | -2.07 | -2.80 |
MIAM Total Return Value Strategy | -2.02 | -2.80 |
Cypress Capital US Opportunity-Mod Allc | -2.15 | -2.91 |
Herzfeld US Equity Closed-End | -2.83 | -2.94 |
FPI For A Better World Balanced | -1.62 | -3.15 |
VanEck Inflation Allocation | -2.73 | -3.22 |
FPI QFC Faith Focused Moderate | -2.98 | -3.84 |
FPI QFC Faith Focused Balanced | -2.92 | -3.91 |
Cohen & Steers Real Assets Multi-Strat | -3.32 | -4.00 |
Liberty One Tactical Income Solution | -3.68 | -4.31 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Moderate Allocation | 5 year gross return | 5 year net return |
---|---|---|
MCA Balanced Portfolios | 11.17 | 10.53 |
ValueWorks Bal Comp | 10.91 | 9.46 |
WJA Equity Oriented (Balanced) Composite | 8.52 | 7.52 |
Congress Asset Mgt Balanced | 7.97 | 7.44 |
Winans Balanced 75/25 Composite | 8.04 | 7.37 |
Congress Asset Mgt Multi-Cap Balanced | 7.58 | 7.13 |
MIAM Total Return Value Strategy | 7.81 | 6.95 |
Cypress Capital US Opportunity | 8.15 | 6.69 |
Janus Henderson Balanced | 7.24 | 6.68 |
1919 SRI Balanced | 7.21 | 6.68 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Equity Precious Metals | 1 year gross return | 1 year net return |
---|---|---|
Allspring Precious Metals | -14.17 | -14.99 |
VanEck Gold Composite | -19.00 | -19.55 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Equity Precious Metals | 5 year gross return | 5 year net return |
---|---|---|
VanEck Gold Composite | 2.08 | 1.40 |
Allspring Precious Metals | 2.10 | 1.13 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Small Blend | 1 year gross return | 1 year net return |
---|---|---|
JPM US Small Cap Core-Composite | -18.79 | 7.33 |
Private Capital Management Value Focus | 0.17 | -1.31 |
Private Capital Value Equity | -1.59 | -2.57 |
SouthernSun Small Cap | -3.10 | -3.80 |
Kennedy Micro Cap Opportunities | -3.86 | -4.72 |
Melius Small Cap Blend | -5.41 | -6.18 |
Third Avenue Small Cap Value Composite | -5.43 | -6.53 |
Mesirow SMID Cap Value Sustainable Eq | -6.42 | -7.10 |
Mesirow Small Cap Value Equity | -6.80 | -7.25 |
River Road Small Cap Value Eq Composite | -6.86 | -7.42 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Small Blend | 5 year gross return | 5 year net return |
---|---|---|
Harvey Partners Small-Cap Opportunity | 17.00 | 15.86 |
Penn Capital Small to Micro Cap Equity | 16.05 | 15.50 |
Old West Small Cap | 15.75 | 14.72 |
Old West All Cap Opportunity | 13.85 | 12.73 |
JPM US Small Cap Core-Composite | 5.99 | 11.05 |
Inspire Select US Small Cap | 10.80 | 10.80 |
Laurus US Small Cap Composite | 11.47 | 10.54 |
Private Capital Management Value Focus | 11.48 | 10.31 |
Alpha Quant Small Cap Quality | 10.92 | 10.09 |
Financial Trust American Discplnd Small | 10.90 | 9.53 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Target Date 2041-2045 | 1 year gross return | 1 year net return |
---|---|---|
Inspire FuturePath 2045 Model | -19.19 | -19.19 |
Voya Target Retirement 2045 Composite | -19.68 | -19.84 |
Capital Group 2045 Target Date Ret Comp | -19.96 | -20.24 |
Fidelity Freedom Index 2045 Cmgld Pool C | -20.77 | -20.88 |
Fidelity Freedom Blend 2045 Cmgld Pool I | -22.26 | -22.39 |
Fidelity Freedom Blend 2045 Cmgld Pool H | -22.24 | -22.45 |
Fidelity Freedom Blend 2045 Cmgld Pool C | -22.23 | -22.50 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
Target Date 2041-2045 | 5 year gross return | 5 year net return |
---|---|---|
Capital Group 2045 Target Date Ret Comp | 5.76 | 5.38 |
Voya Target Retirement 2045 Composite | 5.04 | 4.84 |
Fidelity Freedom Blend 2045 Cmgld Pool I | 4.76 | 4.59 |
Fidelity Freedom Blend 2045 Cmgld Pool H | 4.77 | 4.48 |
Fidelity Freedom Index 2045 Cmgld Pool C | 4.59 | 4.46 |
Fidelity Freedom Blend 2045 Cmgld Pool C | 4.76 | 4.45 |
Inspire FuturePath 2045 Model | n/a | n/a |