Top performing managers by category: separate accounts, 3rd Quarter 2022




Large Growth1 year gross return1 year net return
Sawgrass Focused Growth Equity1.430.72
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 Growth5 year gross return5 year net return
Mark Long Only19.1317.34
LEIA CBI16.1916.19
Mark Focus17.7516.04
Baron High Growth Strategy16.5715.44
Slow Capital Growth15.2814.87
Atlanta High Quality Focused Growth15.3914.59
Segall Bryant & Hamill Select Equity14.9114.39
Montrusco Bolton US Equity (USD)14.8614.12
Next Century Growth Large Cap14.6913.96
Federated Hermes MDT LCG Institutional14.5113.74
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Conservative Allocation1 year gross return1 year net return
MCM American Revival - Growth-Plus17.7017.24
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 Allocation5 year gross return5 year net return
MCA Conservative Portfolios8.187.36
TSW Multi-Asset Income6.966.67
Voya Income & Growth6.115.49
Winans Balanced 50/50 Composite6.095.45
Confluence AA Income Tax-Exempt w/Growth6.444.78
Weitz Conservative Allocation5.244.42
Cypress Global Equity and Income5.194.23
SSI Flexible Allocation–Conservative5.224.20
Peavine Capital Moderate4.293.78
American Funds Tax Aware Cons G&I MP3.683.67
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Global Real Estate1 year gross return1 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 Estate5 year gross return5 year net return
American Century Global Real Estate4.173.77
Global Real Estate Securities3.803.17
LaSalle Global Real Estate Securities3.312.64
CenterSquare Global REIT2.742.28
Hazelview Core Global Real Estate2.792.22
LaSalle Core Glbal RealEstate Securities2.842.13
Cohen & Steers Global RE Securities Comp2.461.99
Janus Henderson Global Eq-Property Eq3.941.96
Morgan Stanley Glbl Infrastructure Sec2.681.85
Wellington Global Property Composite2.461.77
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Target Date 2000-20101 year gross return1 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 2000-20105 year gross return5 year net return
Capital Group 2010 Target Date Ret Comp3.302.94
Fidelity Freedom Blend 2010 Cmgld Pool I2.352.19
Fidelity Freedom Index 2010 Cmgld Pool C2.312.17
Fidelity Freedom Blend 2010 Cmgld Pool H2.362.08
Fidelity Freedom Blend 2010 Cmgld Pool C2.342.05
Fidelity Freedom Index 2005 Cmgld Pool C1.971.85
Fidelity Freedom Blend 2005 Cmgld Pool I2.001.83
Fidelity Freedom Blend 2005 Cmgld Pool H1.991.72
Fidelity Freedom Blend 2005 Cmgld Pool C1.981.69
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Europe Stock1 year gross return1 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 Stock5 year gross return5 year net return
Vontobel Quality Growth European Equity4.404.09
Intech European Large Cap Core4.253.69
NS Partners European Equity3.462.84
MFS European Research Equity3.022.41
Walter Scott European Composite1.660.90
Wellington Strategic European Equity1.010.27
Fisher European Equity0.990.21
PGI European Equity0.42-0.03
T. Rowe Price Europe ex-UK Equity0.46-0.04
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 Bond1 year gross return1 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 Bond5 year gross return5 year net return
Dorsey Wright Tactical Fixed Income3.062.11
AXA Inv Mgrs US Inv Grade Corp0.421.64
Camden Long Duration (US Corporate) Comp1.711.05
Camden Long Duration (Govt/Credit) Comp1.360.77
Ramirez Long Duration Composite0.810.61
Sage Long Duration LDI (7-10 Year)0.610.30
Barings U.S. Invest. Grade Corp. Credit0.400.15
PCM Global Bond HF Composite1.080.07
Beacon Vantage 3.0 Bond1.41-0.03
Principal Street Tax Exempt High Income0.79-0.08
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Technology1 year gross return1 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


Technology5 year gross return5 year net return
J.P. Morgan US Technology Leaders - MA15.1514.62
Zevenbergen Genea Growth13.2212.37
Voya Global Technology Equity11.8211.86
Inspire Select Technology Sector11.4011.40
Janus Henderson Gbl Tech and Innovation11.9911.24
Sands Capital Technology Innovators11.8111.09
Bailard Technology11.1710.73
Wellington Global Technology Opps10.739.89
Wellington Global Technology10.519.70
MFS Technology Equity10.369.60
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Diversified Pacific/Asia1 year gross return1 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/Asia5 year gross return5 year net return
Financial Trust Asia ValueMomentum6.214.90
ImpaxAsian Enviornmental Composite2.341.33
Sit Inv Pac Basin0.86-0.05
Horizon Asia Institutional0.52-0.48
Schafer Cullen Asia Pac High Dividend0.76-0.68
ARI Asia Pacific-0.30-1.05
Asia Pacific Separately Mangaed Account-4.68-5.37
Metis International Micro Cap Equityn/an/a
Templeton Asia Pacific Eqn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Large Blend1 year gross return1 year net return
JPM US REI 150-Composite-14.0320.52
JPM US Equity-MA-13.9520.04
JPM US Analyst Large Cap Core-Composite-14.0420.01
JPM US REI 100-Composite-14.2319.89
JPM Research Managed Volatility-Composit-4.7414.23
JPM S&P 500 Equity Index-Composite-15.4713.65
Parametric DPS Options Only1.390.39
M&R Capital Management – Capital Appreci0.980.11
Alpha Quant SmartALPHA® Defensive Eq1.160.06
Gyroscope Low Volatility Portfolio0.78-0.15
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Large Blend5 year gross return5 year net return
JPM US Equity-MA11.2018.39
JPM US Analyst Large Cap Core-Composite10.9417.90
JPM US REI 150-Composite10.0817.20
JPM US REI 100-Composite9.8116.91
JPM S&P 500 Equity Index-Composite9.2416.66
Euclid Advisory Large Cap Growth16.8015.45
Suncoast Equity Dividend Growth14.2714.01
DCP US Fundamental Stability & Value12.2911.86
Copeland All Cap Dividend Growth12.2411.51
JPM Research Managed Volatility-Composit9.1011.49
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Target Date 2016-20201 year gross return1 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 2016-20205 year gross return5 year net return
Capital Group 2020 Target Date Ret Comp3.723.36
Fidelity Freedom Blend 2020 Cmgld Pool I2.952.78
Fidelity Freedom Index 2020 Cmgld Pool C2.842.71
Fidelity Freedom Blend 2020 Cmgld Pool H2.952.67
Fidelity Freedom Blend 2020 Cmgld Pool C2.952.65
Q3 Voyage Target 20202.451.94
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Financial1 year gross return1 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


Financial5 year gross return5 year net return
Inspire Select Financials Sector6.286.28
Manole Fin Tech5.023.80
Confluence BDC-Wrap3.501.94
McKinley Capital Business Development Co3.151.91
Kennedy Bank Sectorn/an/a
Jennison Financial Services Equityn/an/a
Wellington FinTechn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Long/Short Equity1 year gross return1 year net return
Robinson Market Opportunity13.4212.55
Boston Partners Global L/S Equity12.4710.26
Boston Partners Research Equity Comp4.803.32
Glenmede Quant US Long/Short Equity4.002.72
Pzena Long/Short Value1.500.24
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 Equity5 year gross return5 year net return
Robinson Market Opportunity16.0915.14
F/m Integrated Alpha Long / Short12.4111.94
Camden Equity11.0310.46
Alpha DNA Large Cap Hedged Equity11.389.92
BlackRock Alpha Advantage 500 Composite9.919.74
Acadian U.S. Managed Volatility Eq Comp5.975.65
Convergence Long/Short Equity6.625.55
Epoch Global Absolute Return6.335.24
Alpha DNA All Cap Hedged Equity6.954.97
Wellington Hedged Alpha Opportunities5.694.90
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Small Value1 year gross return1 year net return
Classic Value Micro Cap Opportunities2.101.74
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 Value5 year gross return5 year net return
Bridgeway Small Cap Value11.1510.58
Penn Capital Small Cap Value Equity10.409.88
Schafer Cullen Small Cap Value Equity8.427.73
DePrince, Race & Zollo, Micro Cap Val7.866.83
PIMCO RAE US Small7.216.76
River Road Small-Mid Cap Val Eq Comp7.066.44
Brandywine Small Mid Cap Val Eq7.146.19
Snow Capital SMID Cap Value6.936.08
Fuller & Thaler Small-Cap Value6.566.02
Cornerstone Opportunistic Sm-Mid Cap Val6.396.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Intermediate-Term Bond1 year gross return1 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 Bond5 year gross return5 year net return
Brandywine Global U.S. Fixed Income4.654.34
Eaton Vance Taxable Municipal Bond2.582.27
Toews All Equity Legacy3.652.25
BBH Core Plus Fixed Income2.221.96
Winthrop Intermediate Fixed Income2.071.64
Spectrum Preferred Securities1.611.38
DeRoy & Devereaux Total Return Bond1.761.35
Chartwell Core Plus Fixed Income1.641.27
Reams Core Fixed Income1.491.22
Templeton Taxable Municipal Intermediate1.451.20
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Inflation-Protected Bond1 year gross return1 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 Bond5 year gross return5 year net return
Franklin U.S. TIPS Composite4.153.85
Lord Abbett & Co. Inflation Focused – SA3.373.01
Wellington TIPS2.412.25
NISA Intermediate TIPS2.322.22
IR+M Int. TIPS2.322.22
Richmond Capital Mgt TIPS 1-10 Yr2.242.17
BNP Paribas InflationLinkedBonds U.S.2.261.98
PIMCO Real Return Medium Authority2.241.98
Northern Trust TIPS1.981.92
Mellon US TIPS Barclays2.001.91
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Diversified Emerging Mkts1 year gross return1 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 Mkts5 year gross return5 year net return
Wasatch EM Select Composite6.956.35
GlobeFlex Emerging Mkts Small Cap Cmpst5.314.27
Wasatch EM Small Cap Composite5.674.27
KAR Emerging Markets Small Cap5.144.15
Morgan Stanley Emerging Markets Leaders5.114.13
BH Concentrated Emerging Markets ESG5.014.07
Wellington Emerging Markets Equity (AUD)4.843.80
Jennison Emerging Markets Equity4.123.46
Inspire Select Emerging Markets3.303.29
Arrowstreet Capital Emg Mkts Equity4.003.09
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Small Blend1 year gross return1 year net return
JPM US Small Cap Core-Composite-18.797.33
Private Capital Management Value Focus0.17-1.31
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 Blend5 year gross return5 year net return
Harvey Partners Small-Cap Opportunity17.0015.86
Penn Capital Small to Micro Cap Equity16.0515.50
Old West Small Cap15.7514.72
Old West All Cap Opportunity13.8512.73
JPM US Small Cap Core-Composite5.9911.05
Inspire Select US Small Cap10.8010.80
Laurus US Small Cap Composite11.4710.54
Private Capital Management Value Focus11.4810.31
Alpha Quant Small Cap Quality10.9210.09
Financial Trust American Discplnd Small10.909.53
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Short Government1 year gross return1 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 Government5 year gross return5 year net return
M.D. Sass 3-Year FI0.232.67
CS McKee Short Government1.090.87
Mellon Glb Govt-Short Dur (US$ Hedged)1.020.83
Sit Inv Short Duration1.150.75
GS Gov/Corporate FI (Short Duration)0.840.64
AB US Low Duration0.740.55
Genter Capital Short-Term US Government0.830.48
Bartlett & Co. Ltd Dur Fix-Inc0.650.48
Pacific Income Short Term0.740.44
INCORE Short Government Comp0.710.36
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Mid-Cap Growth1 year gross return1 year net return
Horizon Research Select Instl11.3610.25
Horizon Small Cap Institutional6.175.10
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 Growth5 year gross return5 year net return
NCG SMID Cap19.0617.90
Night Owl Equity17.8316.44
Baron Small to Mid Cap Growth Strategy15.7514.83
Principal Small Cap Growth Equity15.4014.44
Principal SMID Cap Growth Equity14.7013.75
Hood River Small/Mid-Cap Growth14.1413.14
Congress SMID Growth13.5113.09
Kayne Anderson Rudnick Small Cap Core13.5112.50
Kayne Anderson Rudnick Mid Sustain Gr13.1212.28
Advisory Research U.S. Mid Cap Growth13.1112.16
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Target Date 2011-20151 year gross return1 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 2011-20155 year gross return5 year net return
Capital Group 2015 Target Date Ret Comp3.503.13
Fidelity Freedom Blend 2015 Cmgld Pool I2.702.54
Fidelity Freedom Index 2015 Cmgld Pool C2.612.48
Fidelity Freedom Blend 2015 Cmgld Pool H2.702.43
Fidelity Freedom Blend 2015 Cmgld Pool C2.692.39
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Target Date 2026-20301 year gross return1 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 2026-20305 year gross return5 year net return
Capital Group 2030 Target Date Ret Comp4.784.41
Q3 Destination Target 20304.443.92
Voya Target Retirement 2030 Composite3.903.70
Fidelity Freedom Blend 2030 Cmgld Pool I3.863.69
Q3 Voyage Target 20304.183.66
Fidelity Freedom Blend 2030 Cmgld Pool H3.863.58
Fidelity Freedom Index 2030 Cmgld Pool C3.693.57
Fidelity Freedom Blend 2030 Cmgld Pool C3.853.54
Inspire FuturePath 2030 Modeln/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Intermediate-Term Bond1 year gross return1 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 Bond5 year gross return5 year net return
Brandywine Global U.S. Fixed Income4.654.34
Eaton Vance Taxable Municipal Bond2.582.27
Toews All Equity Legacy3.652.25
BBH Core Plus Fixed Income2.221.96
Winthrop Intermediate Fixed Income2.071.64
Spectrum Preferred Securities1.611.38
DeRoy & Devereaux Total Return Bond1.761.35
Chartwell Core Plus Fixed Income1.641.27
Reams Core Fixed Income1.491.22
Templeton Taxable Municipal Intermediate1.451.20
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Long Government1 year gross return1 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 Indexn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Long Government5 year gross return5 year net return
Donoghue Forlines Treasury2.091.19
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 SMAn/an/a
BlackRock US Strips 20+ Year Bond Indexn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Japan Stock1 year gross return1 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 Stock5 year gross return5 year net return
FIAM Japan Growth3.672.85
DS_ Japan Equity Value Plus Alpha3.122.50
RBC Japan Equity2.911.94
Lazard Japanese Equity1.441.15
DS_ Japan Equity High Conviction Value1.500.90
DS_ Japan Equity Fundamental Active1.180.57
Eastspring Japan Focused Value Strategy0.910.19
Burgundy Asian (All Cap) Composite1.080.07
Lazard Japanese Strategic Equity0.350.05
Marathon Japan Equity Composite-0.44-0.55
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Intermediate Government1 year gross return1 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 Government5 year gross return5 year net return
CCM Fixed Income Portfolio1.961.44
SeaCrest US Government Interm Duration0.540.51
CS McKee Broad Government Fixed0.440.16
GS Gov/Corporate FI (Int. Duration)0.340.14
M.D. Sass Core Fix-Inc0.07-0.21
MFS US Government Fixed Income0.05-0.25
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 Bond1 year gross return1 year net return
Horizon High Yield Opportunity Instl0.53-0.47
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 Bond5 year gross return5 year net return
Herzfeld Fixed Income Composite7.046.37
L&S Short-Duration High Yield4.603.87
Mesirow High Yield4.083.67
Strategic Income Mmgt SiM High Yld Instl3.943.54
Artisan High Income4.093.38
Shenkman Multi-Asset Credit Composite3.863.09
PGIM US Shrt-Dur Higher Quality Hi-Yld3.533.05
Polen DDJ U.S. Opportunistic HY Comp3.282.79
MacKay High Yield Low Volatility Comp3.262.75
Capital Group US High Yield2.892.58
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Mid-Cap Value1 year gross return1 year net return
Longfellow Merger Arb0.5436.22
JPM US Mid Cap Value-Composite-9.2019.02
Inspire Select Dividend Income0.440.31
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 Value5 year gross return5 year net return
Longfellow Merger Arb10.9917.33
JPM US Mid Cap Value-Composite5.7610.84
Heartland Mid Cap Value9.748.98
Sycamore Mid Cap Value Comp9.238.42
Speece Thorson Mid-Cap Value Equity8.658.00
Clarkston Capital Mid Cap Composite7.887.51
Kennedy All Cap Value8.167.43
HIS Horizon Enh Socially Responsible8.607.22
Clarkston Capital SMID Composite7.917.20
Cozad US Equity Income SMA7.587.12
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


World Allocation1 year gross return1 year net return
FEG Real Assets Portfolio3.252.79
Pyrford Global Absolute Return GBP0.26-0.25
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 Allocation5 year gross return5 year net return
SAM Moderate Global Growth7.326.30
Calamos Global Opportunities Composite6.085.43
WealthPlan Managed Equity6.094.87
Brinker Real Asset4.814.44
Ivy Asset Composite5.044.29
DMAP Moderate Relative Return USD-H4.814.01
SAM Conservative Global Growth5.743.84
iSectors Inflation Protected Allocation4.303.78
WST All Equity5.252.94
Thornburg Investment Income Builder Sep3.622.91
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Convertibles1 year gross return1 year net return
Zazove Alternative Credit Conv Composite1.311.31
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


Convertibles5 year gross return5 year net return
Voya Convertibles12.4512.00
Lord Abbett & Co. Convertibles10.779.67
MacKay Shields Convertibles9.599.05
Invesco Convertible Securities9.278.62
Calamos Instl Convertible Composite9.138.37
SSI Convertible Investment Strategy8.948.36
Advent Balanced Convertible Strategy7.827.29
Palisade Convertible Securities Comp7.376.76
Nicholas Inv - Convertibles7.416.60
Advent Investment Grade7.016.55
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Foreign Large Value1 year gross return1 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 Value5 year gross return5 year net return
Smead International Value Composite7.736.20
Wellington Global Opportunistic Value4.774.08
Acadian ADR Non-U.S. Equity Composite2.711.94
WGI Developed Markets Ex-U.S. Composite2.321.67
Gilman Hill International Income Comp2.511.48
Acadian ACWI ex-US Value Composite2.071.31
ARGA International Equity Strategy2.361.29
Promethos International Core1.921.25
River Road International Value Eq ADR1.500.94
Barrow Hanley Non-US Value Equity1.390.69
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Small Value1 year gross return1 year net return
Classic Value Micro Cap Opportunities2.101.74
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 Value5 year gross return5 year net return
Bridgeway Small Cap Value11.1510.58
Penn Capital Small Cap Value Equity10.409.88
Schafer Cullen Small Cap Value Equity8.427.73
DePrince, Race & Zollo, Micro Cap Val7.866.83
PIMCO RAE US Small7.216.76
River Road Small-Mid Cap Val Eq Comp7.066.44
Brandywine Small Mid Cap Val Eq7.146.19
Snow Capital SMID Cap Value6.936.08
Fuller & Thaler Small-Cap Value6.566.02
Cornerstone Opportunistic Sm-Mid Cap Val6.396.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Pacific/Asia ex-Japan Stk1 year gross return1 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 Stk5 year gross return5 year net return
Baillie Gifford Asia ex Japan7.316.58
Morgan Stanley Asia Opportunity3.582.36
RBC Asia Pacific ex Japan Equity1.742.15
T. Rowe Price Asia Opportunities Eq Comp2.241.53
T. Rowe Price Asia ex-Japan Equity1.090.38
RBC Asia ex Japan Equity0.92-0.03
Ninety One Asia Pacific Ex Japan0.41-0.24
MFS Asia Pacific ex Japan0.11-0.55
AllianzGI Total Return Asia Equity1.15-0.85
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 Value1 year gross return1 year net return
Longfellow Merger Arb0.5436.22
JPM US Mid Cap Value-Composite-9.2019.02
Inspire Select Dividend Income0.440.31
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 Value5 year gross return5 year net return
Longfellow Merger Arb10.9917.33
JPM US Mid Cap Value-Composite5.7610.84
Heartland Mid Cap Value9.748.98
Sycamore Mid Cap Value Comp9.238.42
Speece Thorson Mid-Cap Value Equity8.658.00
Clarkston Capital Mid Cap Composite7.887.51
Kennedy All Cap Value8.167.43
HIS Horizon Enh Socially Responsible8.607.22
Clarkston Capital SMID Composite7.917.20
Cozad US Equity Income SMA7.587.12
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Utilities1 year gross return1 year net return
Miller/Howard – Utilities Plus4.763.98
MFS Utilities Equity2.221.56
Inspire Select Utilities Sector1.481.48
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Utilities5 year gross return5 year net return
Inspire Select Utilities Sector8.348.34
MFS Utilities Equity7.867.18
Miller/Howard – Utilities Plus6.885.92
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Retirement Income1 year gross return1 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 Income5 year gross return5 year net return
Q3 Destination Target Retirement3.172.65
Voya Target In-Retirement Composite2.081.89
Fidelity Freedom Index Income Cmgld Pool1.571.44
Q3 Voyage Target Retirement1.931.42
Fidelity Freedom Blend Inc Cmgld Pool I1.561.40
Fidelity Freedom Blend Inc Cmgld Pool H1.561.29
Fidelity Freedom Blend Income Cmgld Pool1.561.26
Horizon Real Spend 71.670.67
Horizon Real Spend 51.630.62
Advisors Capital Income w/Growth1.990.59
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Short-Term Bond1 year gross return1 year net return
MCM Tactical Income6.756.23
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 Bond5 year gross return5 year net return
Thornburg Multisector Opportun Composite2.902.30
Diamond Hill Short Duration Secitizd Bd2.682.21
Fort Washington Ultra Short Duration1.851.73
Post Limited Term High Yield Comp2.281.62
Winthrop Intermediate Aggregate Fixed1.881.54
Frost Intermediate Taxable Composite2.051.53
Frost Core Plus Composite2.041.51
Calvert Short Duration Income Strategy1.761.47
Federated Hermes Low Duration Broad1.571.35
Loomis Sayles Short Duration Fixed Inc1.541.35
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Ultrashort Bond1 year gross return1 year net return
BNP Paribas Mortgage Alpha3.382.87
Federated Hermes Trade Finance2.141.28
Mellon STIF0.840.76
Smith Graham Cash Mgt0.850.76
JPM Liquidity USD Credit-Composite0.870.72
Western Asset US Liquidity0.750.63
RBC US Cash Management: High Quality Crd0.740.62
RBC US Cash Management: Government0.670.55
Smith Graham Enhanced Cash0.570.46
Garcia Hamilton Cash0.340.28
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Ultrashort Bond5 year gross return5 year net return
Federated Hermes Trade Finance3.202.33
L&S Short-Duration Investment Grade1.891.64
Federated Hermes Active Cash Broad1.751.61
Garcia Hamilton Cash1.511.45
Baird Ultra Short Bond1.571.42
Calvert Ultra-Short Duration Bond1.641.39
Pioneer Multi-Asset Ultrashort Income1.621.37
MetLife Inv. Mgmt. Cash Plus1.501.32
Segall Bryant Short Term Plus Fixed1.521.31
Sterling Cash Management1.371.29
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Large Value1 year gross return1 year net return
JPM US Large Cap Value-Composite-4.8826.84
JPM US Value-Composite-6.0719.75
JPM US Equity Income-Composite-5.0318.60
Peak Capital Management Dividend Equity17.3216.53
Federated Hermes Strategic Val Dividend2.451.73
GQG Partners US Quality Div Inc2.091.58
Alpha Quant SmartALPHA® Defensive Val2.691.56
Liberty One Tactical Growth Solution1.550.89
Crawford Inv Counsel Dividend Yield0.02-0.47
Newton Equity Income Management-0.71-1.26
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Large Value5 year gross return5 year net return
JPM US Value-Composite8.5518.92
JPM US Large Cap Value-Composite7.8513.48
Polaris Concentrated Value13.9012.78
JPM US Equity Income-Composite8.5112.67
Polaris Focused Value11.4210.33
Yacktman Focused Composite10.7210.16
Smead US Value Composite11.0110.07
WealthPlan DAP11.169.98
Innovative Portfolios Bulls of the Dow11.069.70
Putnam US Large Cap Value Concentrated10.019.67
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Foreign Small/Mid Growth1 year gross return1 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 Growth5 year gross return5 year net return
WCM International Small Cap Growth7.296.57
Brown Capital Intl Small Company6.956.09
Rainier International Small Cap Equity3.112.02
CastleArk International Small Cap Equity3.151.95
Federated Hermes Non-U.S. Small /Mid Cap2.381.50
abrdn International Equity Small Cap2.241.47
Axiom International Small Cap Strategy2.121.15
Segall Bryant Fndtl Intl Small Cap2.231.14
EAM Non US Small Cap1.921.01
Redwood International Small Cap1.800.93
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Mid-Cap Blend1 year gross return1 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 Blend5 year gross return5 year net return
Alpha Quant Mid Cap Quality Growth11.1610.32
Snyder Capital Mgt Small/Mid Cap Val10.549.85
Snyder Capital Mgt Concentrated10.719.84
Fenimore Dividend Focus Equity10.719.79
Janus Henderson US Opportunistic Alpha9.969.23
Fuller & Thaler Behavioral Unconstrnd Eq9.589.02
EARNEST Mid Cap Core10.018.92
Alpha Quant Mid Cap Growth9.568.74
Madison Mid Cap Equity9.588.72
EARNEST Small/Mid Cap Core9.808.70
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Long Government1 year gross return1 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 Indexn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Long Government5 year gross return5 year net return
Donoghue Forlines Treasury2.091.19
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 SMAn/an/a
BlackRock US Strips 20+ Year Bond Indexn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Multisector Bond1 year gross return1 year net return
PCM Absolute Bond Composite3.192.10
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 Bond5 year gross return5 year net return
Newport Investment - Flexible Bond7.837.29
L&S High Yield3.702.87
Aristotle Strategic Credit2.592.52
Frost Credit Composite2.912.38
Fort Washington Strategic Income2.472.34
Schroders Opp Multi-Sector Sec - Opp Sec2.942.22
Calvert Flexible Bond2.552.15
Winthrop Tactical Income2.562.07
Bramshill Income Performance Fund2.102.04
PineBridge Dynamic Fixed Income Comp2.181.92
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Real Estate1 year gross return1 year net return
JPM US REITs-Composite-16.2818.47
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 Estate5 year gross return5 year net return
JPM US REITs-Composite4.5011.32
Baron Real Estate Strategy9.518.43
Allspring Select Real Estate7.286.48
Cohen & Steers US Realty Total Ret Comp6.765.95
MFS U.S. REIT6.365.65
PGI Real Estate Equity Securities6.055.42
Cohen & Steers US Realty Focus Comp6.135.38
Neuberger Berman REIT5.965.05
US REIT5.675.04
Heitman US RE Securities Focused5.414.77
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Mid-Cap Blend1 year gross return1 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 Blend5 year gross return5 year net return
Alpha Quant Mid Cap Quality Growth11.1610.32
Snyder Capital Mgt Small/Mid Cap Val10.549.85
Snyder Capital Mgt Concentrated10.719.84
Fenimore Dividend Focus Equity10.719.79
Janus Henderson US Opportunistic Alpha9.969.23
Fuller & Thaler Behavioral Unconstrnd Eq9.589.02
EARNEST Mid Cap Core10.018.92
Alpha Quant Mid Cap Growth9.568.74
Madison Mid Cap Equity9.588.72
EARNEST Small/Mid Cap Core9.808.70
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Foreign Large Blend1 year gross return1 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 Blend5 year gross return5 year net return
Global Select Composite6.325.90
Acadian Non-U.S. All-Cap Hedged USD Eqty6.585.79
Wellington Durable Enterprises6.585.79
ClearBridge Global Infrastructure Income6.525.47
Thornburg Intl Equity ESG Composite6.115.20
SGA Global Equity4.353.58
Arrowstreet Intl Eq Str All Wld ex US4.103.29
Eldred Rock International Value4.173.09
Inspire Select International2.702.70
Janus Henderson Intl Alpha Equity3.292.59
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Intermediate Government1 year gross return1 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 Government5 year gross return5 year net return
CCM Fixed Income Portfolio1.961.44
SeaCrest US Government Interm Duration0.540.51
CS McKee Broad Government Fixed0.440.16
GS Gov/Corporate FI (Int. Duration)0.340.14
M.D. Sass Core Fix-Inc0.07-0.21
MFS US Government Fixed Income0.05-0.25
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 Bond1 year gross return1 year net return
MCM Tactical Income6.756.23
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 Bond5 year gross return5 year net return
Thornburg Multisector Opportun Composite2.902.30
Diamond Hill Short Duration Secitizd Bd2.682.21
Fort Washington Ultra Short Duration1.851.73
Post Limited Term High Yield Comp2.281.62
Winthrop Intermediate Aggregate Fixed1.881.54
Frost Intermediate Taxable Composite2.051.53
Frost Core Plus Composite2.041.51
Calvert Short Duration Income Strategy1.761.47
Federated Hermes Low Duration Broad1.571.35
Loomis Sayles Short Duration Fixed Inc1.541.35
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Large Blend1 year gross return1 year net return
JPM US REI 150-Composite-14.0320.52
JPM US Equity-MA-13.9520.04
JPM US Analyst Large Cap Core-Composite-14.0420.01
JPM US REI 100-Composite-14.2319.89
JPM Research Managed Volatility-Composit-4.7414.23
JPM S&P 500 Equity Index-Composite-15.4713.65
Parametric DPS Options Only1.390.39
M&R Capital Management – Capital Appreci0.980.11
Alpha Quant SmartALPHA® Defensive Eq1.160.06
Gyroscope Low Volatility Portfolio0.78-0.15
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Large Blend5 year gross return5 year net return
JPM US Equity-MA11.2018.39
JPM US Analyst Large Cap Core-Composite10.9417.90
JPM US REI 150-Composite10.0817.20
JPM US REI 100-Composite9.8116.91
JPM S&P 500 Equity Index-Composite9.2416.66
Euclid Advisory Large Cap Growth16.8015.45
Suncoast Equity Dividend Growth14.2714.01
DCP US Fundamental Stability & Value12.2911.86
Copeland All Cap Dividend Growth12.2411.51
JPM Research Managed Volatility-Composit9.1011.49
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Small Growth1 year gross return1 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 Growth5 year gross return5 year net return
Next Century Growth Micro Cap Growth28.6027.72
Next Century Growth Small Cap19.4418.33
Granahan Inv Mgt - Sm Cap Focused Grth19.2918.26
Advisory Research U.S. Small Cap Growth19.2118.08
Granahan SMID Select18.0816.92
Granahan Small Cap Select18.0516.91
Bullseye Small Cap Growth14.8113.68
Shaker Small Cap Growth14.7713.63
Morgan Stanley Inception14.2713.43
Wasatch Small Cap Ultra Growth Composite13.9612.96
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Natural Resources1 year gross return1 year net return
Newton Global Natural Resources29.6828.67
Jennison Global Natural Resources Equity17.1116.24
Financial Trust Global Resources15.6814.25
Ninety One Global Natural Resources8.147.33
Cohen & Steers Gl Natural Resource Comp7.536.87
VanEck Global Resources Composite7.466.66
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 Resources5 year gross return5 year net return
Newton Global Natural Resources13.1312.23
Inspire Select Clean Water11.9911.99
GMO Resources Strategy10.589.82
Ninety One Global Natural Resources10.209.40
KBIGI Global Resource Solution9.989.06
Ecofin Global Water Composite8.998.17
Cohen & Steers Gl Natural Resource Comp8.858.14
Jennison Global Natural Resources Equity8.557.78
Financial Trust Global Resources7.766.42
VanEck Global Resources Composite5.264.49
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Long-Term Bond1 year gross return1 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 Bond5 year gross return5 year net return
Dorsey Wright Tactical Fixed Income3.062.11
AXA Inv Mgrs US Inv Grade Corp0.421.64
Camden Long Duration (US Corporate) Comp1.711.05
Camden Long Duration (Govt/Credit) Comp1.360.77
Ramirez Long Duration Composite0.810.61
Sage Long Duration LDI (7-10 Year)0.610.30
Barings U.S. Invest. Grade Corp. Credit0.400.15
PCM Global Bond HF Composite1.080.07
Beacon Vantage 3.0 Bond1.41-0.03
Principal Street Tax Exempt High Income0.79-0.08
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Foreign Small/Mid Value1 year gross return1 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 Value5 year gross return5 year net return
Kopernik Global All-Cap6.906.21
ARGA International Small-Cap Strategy1.600.50
Cedar Street Emerging Markets Small Cap1.52-0.11
Cedar Street International (EAFE) SCV0.55-0.32
Causeway International Small Cap0.17-0.59
Cedar Street International Small Cap0.27-0.75
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 Bond1 year gross return1 year net return
Horizon High Yield Opportunity Instl0.53-0.47
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 Bond5 year gross return5 year net return
Herzfeld Fixed Income Composite7.046.37
L&S Short-Duration High Yield4.603.87
Mesirow High Yield4.083.67
Strategic Income Mmgt SiM High Yld Instl3.943.54
Artisan High Income4.093.38
Shenkman Multi-Asset Credit Composite3.863.09
PGIM US Shrt-Dur Higher Quality Hi-Yld3.533.05
Polen DDJ U.S. Opportunistic HY Comp3.282.79
MacKay High Yield Low Volatility Comp3.262.75
Capital Group US High Yield2.892.58
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Latin America Stock1 year gross return1 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 Stock5 year gross return5 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 Growth1 year gross return1 year net return
Horizon Research Select Instl11.3610.25
Horizon Small Cap Institutional6.175.10
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 Growth5 year gross return5 year net return
NCG SMID Cap19.0617.90
Night Owl Equity17.8316.44
Baron Small to Mid Cap Growth Strategy15.7514.83
Principal Small Cap Growth Equity15.4014.44
Principal SMID Cap Growth Equity14.7013.75
Hood River Small/Mid-Cap Growth14.1413.14
Congress SMID Growth13.5113.09
Kayne Anderson Rudnick Small Cap Core13.5112.50
Kayne Anderson Rudnick Mid Sustain Gr13.1212.28
Advisory Research U.S. Mid Cap Growth13.1112.16
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Target Date 2021-20251 year gross return1 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 2021-20255 year gross return5 year net return
Capital Group 2025 Target Date Ret Comp4.303.93
Fidelity Freedom Blend 2025 Cmgld Pool I3.273.10
Voya Target Retirement 2025 Composite3.253.06
Fidelity Freedom Blend 2025 Cmgld Pool H3.283.00
Fidelity Freedom Index 2025 Cmgld Pool C3.122.99
Fidelity Freedom Blend 2025 Cmgld Pool C3.252.95
Inspire FuturePath 2025 Modeln/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Emerging Markets Bond1 year gross return1 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 Bond5 year gross return5 year net return
Eaton Vance EM Debt Opportunities2.421.78
Lazard EM Debt - Corporate Broad2.121.58
Global Evolution Frontier Markets2.461.27
MIM EM Debt Limited Duration1.551.04
Blackrock Emerging Mkts Debt Corp Bond0.690.59
SeaCrest Inv Mgmt Intl Sovereign Debt1.380.41
Loomis Sayles EMCD Invest Grade Plus0.850.41
Stone Harbor Emerging Mkts Corp Dbt Cor0.710.31
Finisterre EMTR Composite0.880.08
T. Rowe Price Emerging Markets Corp Bd0.580.07
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Target Date 2031-20351 year gross return1 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 2031-20355 year gross return5 year net return
Capital Group 2035 Target Date Ret Comp5.565.18
Fidelity Freedom Blend 2035 Cmgld Pool I4.564.40
Fidelity Freedom Blend 2035 Cmgld Pool H4.564.28
Fidelity Freedom Blend 2035 Cmgld Pool C4.554.24
Fidelity Freedom Index 2035 Cmgld Pool C4.344.22
Voya Target Retirement 2035 Composite4.404.20
Inspire FuturePath 2035 Modeln/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Ultrashort Bond1 year gross return1 year net return
BNP Paribas Mortgage Alpha3.382.87
Federated Hermes Trade Finance2.141.28
Mellon STIF0.840.76
Smith Graham Cash Mgt0.850.76
JPM Liquidity USD Credit-Composite0.870.72
Western Asset US Liquidity0.750.63
RBC US Cash Management: High Quality Crd0.740.62
RBC US Cash Management: Government0.670.55
Smith Graham Enhanced Cash0.570.46
Garcia Hamilton Cash0.340.28
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Ultrashort Bond5 year gross return5 year net return
Federated Hermes Trade Finance3.202.33
L&S Short-Duration Investment Grade1.891.64
Federated Hermes Active Cash Broad1.751.61
Garcia Hamilton Cash1.511.45
Baird Ultra Short Bond1.571.42
Calvert Ultra-Short Duration Bond1.641.39
Pioneer Multi-Asset Ultrashort Income1.621.37
MetLife Inv. Mgmt. Cash Plus1.501.32
Segall Bryant Short Term Plus Fixed1.521.31
Sterling Cash Management1.371.29
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Aggressive Allocation1 year gross return1 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 Allocation5 year gross return5 year net return
ValueWorks Cap App10.319.06
Calamos US Opportunities Composite8.918.18
Dorsey Wright Sys Reltv Strength Bal8.977.97
Robinson Wealth of Nations®8.537.75
Washington Crossing Conquest SecModAggGr7.607.15
B. Riley Fairfax Active Perm Portfolio9.097.06
Montag & Caldwell Balanced7.876.96
SSI Flexible Alloc-Moderately Aggressive7.606.60
Confluence AA Growth & Income Alpha6.506.50
Peavine Capital Aggressive6.566.24
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Large Value1 year gross return1 year net return
JPM US Large Cap Value-Composite-4.8826.84
JPM US Value-Composite-6.0719.75
JPM US Equity Income-Composite-5.0318.60
Peak Capital Management Dividend Equity17.3216.53
Federated Hermes Strategic Val Dividend2.451.73
GQG Partners US Quality Div Inc2.091.58
Alpha Quant SmartALPHA® Defensive Val2.691.56
Liberty One Tactical Growth Solution1.550.89
Crawford Inv Counsel Dividend Yield0.02-0.47
Newton Equity Income Management-0.71-1.26
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Large Value5 year gross return5 year net return
JPM US Value-Composite8.5518.92
JPM US Large Cap Value-Composite7.8513.48
Polaris Concentrated Value13.9012.78
JPM US Equity Income-Composite8.5112.67
Polaris Focused Value11.4210.33
Yacktman Focused Composite10.7210.16
Smead US Value Composite11.0110.07
WealthPlan DAP11.169.98
Innovative Portfolios Bulls of the Dow11.069.70
Putnam US Large Cap Value Concentrated10.019.67
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Foreign Large Growth1 year gross return1 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 Growth5 year gross return5 year net return
Jennison Focused Global Equity Oppts16.7514.16
Lazard Global Quality Growth8.408.12
Wellington Global Capital Appreciation8.397.51
WCM Focused Growth International ADR6.786.07
Baillie Gifford Intl Concentrated Growth6.746.02
WCM Inv Mgt Focused Growth Intl6.565.83
Jennison International Equity Oppts6.405.74
FT VMV Developed Markets ex US7.055.73
GQG Partners International Equity5.975.23
Axiom International Equity Strategy4.523.65
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Small Growth1 year gross return1 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 Growth5 year gross return5 year net return
Next Century Growth Micro Cap Growth28.6027.72
Next Century Growth Small Cap19.4418.33
Granahan Inv Mgt - Sm Cap Focused Grth19.2918.26
Advisory Research U.S. Small Cap Growth19.2118.08
Granahan SMID Select18.0816.92
Granahan Small Cap Select18.0516.91
Bullseye Small Cap Growth14.8113.68
Shaker Small Cap Growth14.7713.63
Morgan Stanley Inception14.2713.43
Wasatch Small Cap Ultra Growth Composite13.9612.96
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Large Growth1 year gross return1 year net return
Sawgrass Focused Growth Equity1.430.72
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 Growth5 year gross return5 year net return
Mark Long Only19.1317.34
LEIA CBI16.1916.19
Mark Focus17.7516.04
Baron High Growth Strategy16.5715.44
Slow Capital Growth15.2814.87
Atlanta High Quality Focused Growth15.3914.59
Segall Bryant & Hamill Select Equity14.9114.39
Montrusco Bolton US Equity (USD)14.8614.12
Next Century Growth Large Cap14.6913.96
Federated Hermes MDT LCG Institutional14.5113.74
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Target Date 2036-20401 year gross return1 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 2036-20405 year gross return5 year net return
Q3 Voyage Target 20405.935.41
Capital Group 2040 Target Date Ret Comp5.735.36
Q3 Destination Target 20405.815.28
Fidelity Freedom Blend 2040 Cmgld Pool I4.794.63
Voya Target Retirement 2040 Composite4.804.60
Fidelity Freedom Index 2040 Cmgld Pool C4.624.50
Fidelity Freedom Blend 2040 Cmgld Pool H4.794.50
Fidelity Freedom Blend 2040 Cmgld Pool C4.794.48
Inspire FuturePath 2040 Modeln/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


World Bond1 year gross return1 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 Bond5 year gross return5 year net return
Wellington Global Bond Unhedged (AUD)3.603.23
Newton Global Dynamic Bond USD1.361.01
Wellington Opportunistic Fixed Income1.561.01
MFS Global Aggregate Opportunistic FI1.360.91
Pictet Absolute Return Fixed Inc1.200.85
Oaktree European Senior Loans1.270.76
PIMCO International Bond USD-Hedged1.240.73
UBS: Global Aggregate Bond0.760.56
PIMCO Global Government Hedged0.810.46
PIMCO Global Aggregate Hedged0.880.46
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Equity Energy1 year gross return1 year net return
Inspire Select Energy Sector58.0258.02
HW Energy41.7440.62
Miller/Howard N. Amer. Energy (w/ K-1s)33.7232.74
Miller/Howard N. Amer. Energy (w/o K-1s)32.5831.61
Miller/Howard N. Amer. Energy w/ K-1 SMA33.6529.77
Miller/Howard N. Am. Energy w/o K-1s SMA31.8828.05
Orleans Energy Opportunities19.7318.58
Salient C-Corp SMA Strategy8.747.93
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 Energy5 year gross return5 year net return
KBIGI Global Energy Transition Strategy16.1815.20
Miller/Howard N. Amer. Energy (w/o K-1s)12.7311.71
Miller/Howard N. Amer. Energy (w/ K-1s)10.009.00
Miller/Howard N. Am. Energy w/o K-1s SMA11.488.20
Calvert Global Energy Solutions8.807.99
Miller/Howard N. Amer. Energy w/ K-1 SMA9.686.44
Inspire Select Energy Sector5.035.03
HW Energy3.092.18
Orleans Energy Opportunities-0.84-1.82
Salient C-Corp SMA Strategyn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Short Government1 year gross return1 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 Government5 year gross return5 year net return
M.D. Sass 3-Year FI0.232.67
CS McKee Short Government1.090.87
Mellon Glb Govt-Short Dur (US$ Hedged)1.020.83
Sit Inv Short Duration1.150.75
GS Gov/Corporate FI (Short Duration)0.840.64
AB US Low Duration0.740.55
Genter Capital Short-Term US Government0.830.48
Bartlett & Co. Ltd Dur Fix-Inc0.650.48
Pacific Income Short Term0.740.44
INCORE Short Government Comp0.710.36
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Stable Value1 year gross return1 year net return
Putnam Stable Value Composite2.482.23
T. Rowe Price Stable Value2.412.13
NISA Stable Value2.352.12
PIMCO Stable Value2.051.78
Galliard Stable Value Composite1.831.63
Invesco Stable Value1.771.56
Mellon Stable Value1.631.53
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 Value5 year gross return5 year net return
NISA Stable Value2.702.46
PIMCO Stable Value2.592.34
Putnam Stable Value Composite2.562.31
T. Rowe Price Stable Value2.362.14
Invesco Stable Value2.222.02
Mellon Stable Value2.122.02
Galliard Stable Value Composite2.261.97
Dodge & Cox Intermediate Stable Value FI0.380.08
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Health1 year gross return1 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


Health5 year gross return5 year net return
Inspire Select Healthcare Sector10.2610.26
Janus Henderson Global Life Sciences8.968.15
Healthcare Enhanced Return Opportunity8.737.71
APS Health Care Equity Strategy7.946.89
Jennison Health Sciences Equity7.846.77
Alger Health Sciences Composite6.966.36
ARK Genomic Revolution7.066.26
Nicholas Inv-NicHealth7.844.74
Lazard Digital Health4.944.33
Financial Trust Health Value1.670.41
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Bank Loan1 year gross return1 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 Loan5 year gross return5 year net return
Octagon Senior Secured Credit3.662.99
Park Avenue Floating Rate Bank Loan Only3.152.91
Stone Harbor Leveraged Loans3.172.88
Pacific Corporate Bank Loan Composite3.312.85
PGI Bank Loans3.272.77
Invesco US Unconstrnd Sr Loan Composite3.432.74
PGIM Fixed Inc US Sr Sec Loans Composite3.302.74
T. Rowe Price Floating Rate Bank Loan3.182.68
Park Avenue Floating Rate Composite3.302.63
FIAM Leveraged Loan Composite3.132.62
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Leveraged Net Long1 year gross return1 year net return
JPM US Large Cap Core 130/30-Composite-14.7920.76
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 Long5 year gross return5 year net return
JPM US Large Cap Core 130/30-Composite10.5417.41
PVG Tactical Core Strategy11.4810.25
LA Capital U.S. Large Cap Active Exten9.929.41
UBS: US Equity Opportunity Unconstrained7.207.08
Lazard Global 130/307.866.95
Martingale 130/30 LargeCap Core 5006.816.14
AQR Capital US Relaxed Constraint 406.676.06
Martingale Low Volatility Lg/Shrt LgCp+6.726.05
Quant US Large Cap 130/30 Equity5.804.90
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Multisector Bond1 year gross return1 year net return
PCM Absolute Bond Composite3.192.10
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 Bond5 year gross return5 year net return
Newport Investment - Flexible Bond7.837.29
L&S High Yield3.702.87
Aristotle Strategic Credit2.592.52
Frost Credit Composite2.912.38
Fort Washington Strategic Income2.472.34
Schroders Opp Multi-Sector Sec - Opp Sec2.942.22
Calvert Flexible Bond2.552.15
Winthrop Tactical Income2.562.07
Bramshill Income Performance Fund2.102.04
PineBridge Dynamic Fixed Income Comp2.181.92
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Moderate Allocation1 year gross return1 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 Allocation5 year gross return5 year net return
MCA Balanced Portfolios11.1710.53
ValueWorks Bal Comp10.919.46
WJA Equity Oriented (Balanced) Composite8.527.52
Congress Asset Mgt Balanced7.977.44
Winans Balanced 75/25 Composite8.047.37
Congress Asset Mgt Multi-Cap Balanced7.587.13
MIAM Total Return Value Strategy7.816.95
Cypress Capital US Opportunity8.156.69
Janus Henderson Balanced7.246.68
1919 SRI Balanced7.216.68
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Equity Precious Metals1 year gross return1 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 Metals5 year gross return5 year net return
VanEck Gold Composite2.081.40
Allspring Precious Metals2.101.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Small Blend1 year gross return1 year net return
JPM US Small Cap Core-Composite-18.797.33
Private Capital Management Value Focus0.17-1.31
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 Blend5 year gross return5 year net return
Harvey Partners Small-Cap Opportunity17.0015.86
Penn Capital Small to Micro Cap Equity16.0515.50
Old West Small Cap15.7514.72
Old West All Cap Opportunity13.8512.73
JPM US Small Cap Core-Composite5.9911.05
Inspire Select US Small Cap10.8010.80
Laurus US Small Cap Composite11.4710.54
Private Capital Management Value Focus11.4810.31
Alpha Quant Small Cap Quality10.9210.09
Financial Trust American Discplnd Small10.909.53
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022


Target Date 2041-20451 year gross return1 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 2041-20455 year gross return5 year net return
Capital Group 2045 Target Date Ret Comp5.765.38
Voya Target Retirement 2045 Composite5.044.84
Fidelity Freedom Blend 2045 Cmgld Pool I4.764.59
Fidelity Freedom Blend 2045 Cmgld Pool H4.774.48
Fidelity Freedom Index 2045 Cmgld Pool C4.594.46
Fidelity Freedom Blend 2045 Cmgld Pool C4.764.45
Inspire FuturePath 2045 Modeln/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of November 18, 2022
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