| U.S. Stock | 1 year gross return | 1 year net return |
|---|---|---|
| Kennedy Bank Sector | 97.45 | 95.43 |
| Confluence BDC-Wrap | 90.23 | 87.52 |
| McKinley Capital Business Development Co | 84.04 | 81.73 |
| Jennison Financial Services Equity | 82.59 | 81.61 |
| Wellington FinTech | 71.87 | 70.44 |
| Penn Capital FinTech Catalyst | 53.71 | 53.31 |
| Manole Fin Tech | 51.95 | 49.24 |
Source: Morningstar Separate Account/CIT Fund Database; data populated as of May 5, 2021
| U.S. Stock | 5 year gross return | 5 year net return |
|---|---|---|
| Manole Fin Tech | 19.95 | 18.58 |
| Penn Capital FinTech Catalyst | 17.95 | 17.67 |
| McKinley Capital Business Development Co | 8.81 | 7.47 |
| Confluence BDC-Wrap | 9.09 | 7.46 |
| Kennedy Bank Sector | n/a | n/a |
| Jennison Financial Services Equity | n/a | n/a |
| Wellington FinTech | n/a | n/a |
