Top performing managers by category: commingled accounts, 3rd Quarter 2014


Large Blend1 year gross return1 year net return
SSgA NASDAQ 100 Index Fund - Class A27.4827.46
SSgA NASDAQ 100 Index Fund - Class C27.4627.39
Tangent-Added Composite24.5123.91
QMA US Core Equity Fund22.6522.23
Mellon Cap EB DO Large Cap Core Fund23.2922.19
Amalgamated Bank LongView Quant. LC CF22.5422.18
Amalgamated Bank LongView LC Qtv VEBA Fd22.4322.07
Blackrock Alpha Advantage 300022.5022.05
QMA US All Cap Core Equity Fund21.6821.26
Concordius Advisory Lg-Cap Val Eq CF21.4920.59
Source: Morningstar Separate Account/CIT Fund Database

Large Blend5 year gross return5 year net return
Tangent-Added Composite20.8020.23
SSgA NASDAQ 100 Index Fund - Class A20.0120.00
SSgA NASDAQ 100 Index Fund - Class C19.9719.93
QMA US All Cap Core Equity Fund17.6117.20
Blackrock Alpha Advantage 300017.3616.92
Wellington CIF II Large Cap Research S117.2416.59
QMA US Core Equity Fund16.8316.42
Amalgamated Bank LongView Quant. LC CF16.7316.39
Amalgamated Bank LongView LC Qtv VEBA Fd16.5516.20
SSgA Russell Large Cap Index - Class I16.0916.08
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend1 year gross return1 year net return
Mellon Cap EB DO Mid Cap Core Fund21.1320.41
Blackrock Russ 3000 Alpha Tilts CF18.7718.36
FMT Mid Cap Value R10.0018.31
Blackrock US Eq Mkt Fund CF17.7517.66
First Citizens Mid Cap Fund16.9416.94
EB DL Mid Cap Stock Index Fd16.4416.32
EB DL Mid Cap Stock Index Fd UC216.4416.28
Transamerica Partners Mid Value - CTF0.0015.59
FMT/Vanguard Midcap Index R10.0015.46
FMT/DFA U.S. Core Equity II R10.0015.19
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend5 year gross return5 year net return
Blackrock Extended Alpha Tilts CF20.0319.50
Mellon Cap EB DO Mid Cap Core Fund20.1819.41
Amalgamated Bank Longview Qnt Mid Cap CF19.4218.77
QMA US Mid Cap Core Equity Fund19.1718.53
Burgundy US Small/Mid Cap Fund18.5418.33
FMT/Longleaf Small Cap R10.0017.56
EB DL Mid Cap Stock Index Fd17.3517.30
EB DL Mid Cap Stock Index Fd UC217.3517.29
The Boston Mid-Cap Opp Value Equity CF18.0017.07
LMCG MidCap Core Collective Fund0.0016.70
Source: Morningstar Separate Account/CIT Fund Database

Small Blend1 year gross return1 year net return
Wellington CIF II Small Cap Opps13.7312.78
Blackrock Russell 2000 Alpha Tilts Fd A12.4912.49
WTFSC Small Comp Diversified Value Cl 012.3512.20
WTFSC Small Comp Diversified Value Cl 4512.4711.18
WTFSC Small Comp Diversified Value Cl 6012.5411.08
Rothschild U.S. Small/Mid-Cap Core Cl 20.0010.50
Mellon Cap DL Market Completion Fund9.929.80
FMT/Vanguard Small Cap Stock Index R10.009.11
Nuveen NWQ Small/Mid Cap Value9.879.09
Wellington CIF II Small Cap 2000 S19.939.01
Source: Morningstar Separate Account/CIT Fund Database

Small Blend5 year gross return5 year net return
Blackrock Russell 2000 Alpha Tilts Fd A19.2119.21
Wellington CIF II Small Cap Opps17.7816.90
First Citizens Small Cap Fund16.8516.85
Mellon Cap EB DL Small Cap Core Fund17.6216.81
Mellon Cap DL Market Completion Fund16.6016.49
WTFSC Small Comp Diversified Value Cl 016.4916.36
Comerica SmallCap 600 Inst16.3216.32
SMA Small Company 600 Index Fund5.1516.18
Amalgamated Bank LongView 600 SC Idx CF16.1916.13
Comerica SmallCap 600 A16.2716.10
Source: Morningstar Separate Account/CIT Fund Database

Large Growth1 year gross return1 year net return
Comerica LargeCap Growth C21.5121.51
Blackrock Eq Gr Fund CF21.5221.42
Comerica LargeCap Growth21.5121.42
Waddell & Reed Large Cap Growth, Class 10.0020.56
FMT/Alger Spectra Fund R10.0020.39
FMT Large Cap GARP R10.0019.80
FMT Large Cap Opportunities R10.0019.51
Wells Fargo/BlackRock Lg Cp Gr Idx CIT N29.3019.26
Mellon Cp EB DL Nn-SL Lg Cp Gr Stk Idx19.2619.18
Wells Fargo/BlackRock Lg Cp Gr Idx N2019.0219.02
Source: Morningstar Separate Account/CIT Fund Database

Large Growth5 year gross return5 year net return
FMT Large Cap Focus Growth R10.0017.59
UBS: U.S. Large Cap Select Growth CF18.3616.76
FMT US Growth Opportunities R10.0016.76
Blackrock Eq Gr Fund CF16.7016.61
Comerica LargeCap Growth16.6316.61
Wells Fargo/BlackRock Lg Cp Gr Idx CIT N3.3916.57
FMT/Alger Spectra Fund R10.0016.52
Wellington CIF US Research Equity17.0216.33
Wells Fargo/BlackRock Lg Cp Gr Idx N200.0016.27
FMT/Vanguard Growth Index R10.0016.11
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth1 year gross return1 year net return
Wellington CIF II Mid Cap Opportunity S216.0615.53
Wellington CIF II Mid Cap Opportunity S116.0615.30
PGI CIT Mid-Cap Equity Fund14.8814.20
PGI CIT Mid-Cap Equity Fund A14.4213.97
FMT Mid Cap Growth R10.0013.71
Champlain Mid Cap Fund, LLC13.8012.86
FMT/T. Rowe Price Mid-Cap Growth R10.0011.98
Transamerica Partners Mid Growth - CTF0.0011.93
FMT/iShares Russell MidCap Growth Idx R10.0011.11
MIZAN All Equity Moderate Alloc Fd R10.0010.43
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth5 year gross return5 year net return
Wellington CIF II Mid Cap Opportunity S216.8916.32
FMT/T. Rowe Price Mid-Cap Growth R10.0016.15
Wellington CIF II Mid Cap Opportunity S116.8916.14
Champlain Mid Cap Fund, LLC16.7215.74
FMT/iShares Russell MidCap Growth Idx R10.0015.54
WTFSC Mid-Cap Growth Portfolio Cl 015.0814.99
FMT/Meridian Growth R10.0014.76
FMT/Columbia Acorn R10.0013.48
Wellington CIF II Mid Cap Growth S113.8813.08
PGI CIT Mid-Cap Equity Fund0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Small Growth1 year gross return1 year net return
Wells Fargo/Multi-Manager Sm Cap CIT F9.569.56
FMT Small Cap Diversified Equity R10.008.31
Frontegra Small Cap Core Fund7.576.87
Hillsdale US Performance Equity Fund7.346.55
FMT SMID Diversified Growth R10.004.79
Voya Small Cap Growth Trust5.084.38
BlackRock Russell 2000 Growth Index Fd 60.004.04
BlackRock Russell 2000 Growth Index Fd 84.174.03
BlackRock Russell 2000 Growth Idx Fd 314.223.84
SSgA Russell Small Cap Growth Idx Cl A3.773.77
Source: Morningstar Separate Account/CIT Fund Database

Small Growth5 year gross return5 year net return
WTFSC Small Company Growth Port Cl 018.3118.22
FMT Small Cap Diversified Equity R10.0017.29
BlackRock Russell 2000 Growth Index Fd 816.1015.98
BlackRock Russell 2000 Growth Index Fd 60.0015.94
BlackRock Russell 2000 Growth Idx Fd 3116.3315.94
BlackRock Russell 2000 Growth Idx Fd 4616.3215.76
BlackRock Russell 2000 Growth Idx Fd 9616.7015.56
FMT Small Cap Aggressive Growth R10.0015.34
FMT SMID Diversified Growth R10.0015.06
Hillsdale US Performance Equity Fund16.7014.59
Source: Morningstar Separate Account/CIT Fund Database

Large Value1 year gross return1 year net return
Brandywine Dynamic Large Cap Value BIT21.8623.69
SSgA Active U.S. Large Cap Blend NL Cl A23.2223.18
First Citizens Large Cap Equity Fund22.8922.89
Transamerica Partners Large Core - CTF0.0022.14
Invesco US Quantitative Core Trust21.8721.21
Delaware Large Cap Value Trust 550.0020.87
Bernstein US Strategic Value - CIT V21.5020.42
Bernstein US Strategic Value - CIT Q21.4820.41
ClearBridge Value Equity R10.0020.36
FMT/Dodge & Cox Stock R10.0020.35
Source: Morningstar Separate Account/CIT Fund Database

Large Value5 year gross return5 year net return
Brandywine Dynamic Large Cap Value BIT19.7419.39
FMT/DFA U.S. Large Cap Value R10.0016.80
First Citizens Large Cap Equity Fund16.4716.47
FMT/DFA U.S. Large Cap Value III R10.0016.47
Christian Bros Inv Svcs Val Eq Fund Cl B16.5015.79
FMT/T. Rowe Price Value R10.0015.76
Wellington CIF II Research Value16.2815.76
SSgA Active U.S. Large Cap Blend NL Cl A15.8015.72
FMT/Dodge & Cox Stock R10.0015.72
Invesco US Quantitative Core Trust16.2215.61
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value1 year gross return1 year net return
FMT/iShares Russell Mid-Cap Value Idx R10.0018.50
American Century US Mid Cap Value Eq Tr0.0018.25
FMT/American Century Mid Cap Value R10.0017.38
TS&W Mid Cap Value Trust0.0015.15
RidgeWorth Mid-Cap Value Equity0.0014.90
Victory Mid Cap Value Collective Fd 80-F0.0014.27
FMT/Vanguard Selected Value R10.0013.23
First Trust All Eq Allc Portfolio, R122.5713.01
FMT/DFA U.S. Vector Equity R10.0012.84
First Trust All Eq Allc Portfolio, R321.7912.81
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value5 year gross return5 year net return
FMT/iShares Russell Mid-Cap Value Idx R10.0016.44
TS&W Mid Cap Value Trust0.0016.38
FMT/Vanguard Selected Value R10.0016.23
WTFSC Mid Cap Fundamental Val Port Cl 015.6115.53
FMT/DFA U.S. Vector Equity R10.0015.23
Brandywine Mid Cap Value Equity BIT15.0314.07
Speece Thorson Value Fund14.3113.24
First Trust All Eq Allc Portfolio, R1-2.5011.79
First Trust All Eq Allc Portfolio, R2-3.2811.06
First Trust All Eq Allc Portfolio, R3-3.4411.01
Source: Morningstar Separate Account/CIT Fund Database

Small Value1 year gross return1 year net return
Invesco US Quantitative Small Core Trust13.0412.20
Brandywine Diversified Sm Cap Select BIT13.0112.12
Invesco US Quantitative Sm Value Trust11.6710.85
Edge SMID Cap Value Equity Fund11.7310.79
FMT/DFA U.S. Targeted Value R10.0010.44
WTFSC Small Company Value Portfolio Cl 09.229.12
WTFSC Small Company Value Portfolio Cl R9.358.60
Victory Small Cap Value Collective 850.008.53
Victory Small Cap Value Collective Fund9.468.32
WTFSC Small Company Value Port Cl 459.378.13
Source: Morningstar Separate Account/CIT Fund Database

Small Value5 year gross return5 year net return
Invesco US Quantitative Small Core Trust18.1617.29
Invesco US Quantitative Sm Value Trust17.5916.71
FMT/DFA U.S. Targeted Value R10.0015.66
WTFSC Small Company Value Portfolio Cl 015.5615.47
FMT/DFA U.S. Small Cap Value R10.0015.47
Brandywine Diversified Small Cap GT15.5814.67
Brandywine Diversified Small Cap BIT15.5814.67
FMT/American Beacon Small Cap Value R10.0014.51
Brandywine Institutional Small Cap BIT15.3814.25
BlackRock Russell 2000 Value Index Fd 813.3913.27
Source: Morningstar Separate Account/CIT Fund Database

Financial1 year gross return1 year net return
FMT/T. Rowe Price Financial Services R10.0012.93
Associated Banc Corp Stock Fund12.2412.24
Source: Morningstar Separate Account/CIT Fund Database

Financial5 year gross return5 year net return
Associated Banc Corp Stock Fund9.309.30
FMT/T. Rowe Price Financial Services R10.000.00
Source: Morningstar Separate Account/CIT Fund Database

Health1 year gross return1 year net return
FMT/T. Rowe Price Health Sciences R10.0028.61
FMT/SPDR Health Care Sector R10.0026.83
Source: Morningstar Separate Account/CIT Fund Database

Health5 year gross return5 year net return
FMT/SPDR Health Care Sector R10.0018.30
FMT/T. Rowe Price Health Sciences R10.000.00
Source: Morningstar Separate Account/CIT Fund Database

Natural Resources1 year gross return1 year net return
FMT/Ivy Global Natural Resources R10.007.63
Source: Morningstar Separate Account/CIT Fund Database

Natural Resources5 year gross return5 year net return
FMT/Ivy Global Natural Resources R10.002.45
Source: Morningstar Separate Account/CIT Fund Database

Equity Precious Metals1 year gross return1 year net return
FMT/First Eagle Gold Fund R10.00-8.74
Source: Morningstar Separate Account/CIT Fund Database

Equity Precious Metals5 year gross return5 year net return
FMT/First Eagle Gold Fund R10.00-7.76
Source: Morningstar Separate Account/CIT Fund Database

Real Estate1 year gross return1 year net return
WTFSC Total Return REIT Portfolio Cl 013.8613.75
FMT/Nuveen Real Estate Securities R10.0013.69
Invesco US REITs Trust14.3313.48
Blackrock US Real Estate Sec Idx13.4113.28
WTFSC Total Return REIT Portfolio Cl 4514.0812.88
AEW Real Estate Securities Divers Trust0.0012.87
WTFSC Total Return REIT Portfolio Cl 6014.1112.75
FMT/DFA Real Estate Securities R10.0012.70
JPMCB Divers Commercial Property-C0.0011.67
American Core Realty Fund, LLC12.4711.37
Source: Morningstar Separate Account/CIT Fund Database

Real Estate5 year gross return5 year net return
WTFSC Total Return REIT Portfolio Cl 016.9316.81
AEW Real Estate Securities Divers Trust0.0015.91
FMT/Nuveen Real Estate Securities R10.0015.81
Blackrock US Real Estate Sec Idx15.7115.56
FMT/DFA Real Estate Securities R10.0015.26
Invesco US REITs Trust15.6614.80
American Core Realty Fund, LLC10.929.85
Washington Capital Mgt Real Estate Eq8.747.66
WTFSC Total Return REIT Portfolio Cl 450.000.00
WTFSC Total Return REIT Portfolio Cl 600.000.00
Source: Morningstar Separate Account/CIT Fund Database

Technology1 year gross return1 year net return
FMT/SPDR Technology Sector R10.0025.56
Source: Morningstar Separate Account/CIT Fund Database

Technology5 year gross return5 year net return
FMT/SPDR Technology Sector R10.0014.74
Source: Morningstar Separate Account/CIT Fund Database

Equity Energy1 year gross return1 year net return
FMT/SPDR Energy Sector R10.0010.79
Source: Morningstar Separate Account/CIT Fund Database

Equity Energy5 year gross return5 year net return
FMT/SPDR Energy Sector R10.0012.22
Source: Morningstar Separate Account/CIT Fund Database

Aggressive Allocation1 year gross return1 year net return
WTFSC Strategic Balanced Portfolio Cl 016.0215.91
FMT/Dodge & Cox Balanced R10.0015.53
WTFSC Strategic Balanced Portfolio Cl 4516.2414.93
Columbia Trust Balanced Fund II0.0014.24
Starcore IV Fundˆ&Copy;12.3112.31
Edelman Growth Class I0.0011.84
Edelman Growth Class III0.0011.84
Edelman Growth Class II0.0011.84
Associated Conservative Growth LifeStage11.8311.83
FACETS Lifestyle Aggressive Fund R60.0011.65
Source: Morningstar Separate Account/CIT Fund Database

Aggressive Allocation5 year gross return5 year net return
Starcore IV Fundˆ&Copy;13.2213.22
FMT/Dodge & Cox Balanced R10.0012.85
Columbia Trust Balanced Fund II0.0012.33
Starcore III Fundˆ&Copy;0.0011.30
Associated ASAP2 Conserv Growth Strat11.2311.23
Associated ASAP Conservative Gr Strat11.2111.21
WTFSC Strategic Balanced Portfolio Cl 011.2711.18
Associated Conservative Growth LifeStage11.1711.17
Manning & Napier Pro-Mix Max Term S12.0711.07
TOPSâ„¢ Strategic Allocation Growth0.0010.24
Source: Morningstar Separate Account/CIT Fund Database

Bank Loan1 year gross return1 year net return
Voya Senior Loan Trust4.093.79
Credit Suisse Floating Rate Trust 0IM3.873.70
Credit Suisse Floating Rate Trust 153.943.61
Shenkman Capital Mgt High Yld Bank Loan4.123.54
Pru Bank Loans CIT Inst Class3.943.37
Credit Suisse Floating Rate Trust 450.000.00
Source: Morningstar Separate Account/CIT Fund Database

Bank Loan5 year gross return5 year net return
Voya Senior Loan Trust6.895.99
Pru Bank Loans CIT Inst Class6.575.98
Shenkman Capital Mgt High Yld Bank Loan5.484.89
Credit Suisse Floating Rate Trust 0IM0.000.00
Credit Suisse Floating Rate Trust 150.000.00
Credit Suisse Floating Rate Trust 450.000.00
Source: Morningstar Separate Account/CIT Fund Database

Small Value1 year gross return1 year net return
Invesco US Quantitative Small Core Trust13.0412.20
Brandywine Diversified Sm Cap Select BIT13.0112.12
Invesco US Quantitative Sm Value Trust11.6710.85
Edge SMID Cap Value Equity Fund11.7310.79
FMT/DFA U.S. Targeted Value R10.0010.44
WTFSC Small Company Value Portfolio Cl 09.229.12
WTFSC Small Company Value Portfolio Cl R9.358.60
Victory Small Cap Value Collective 850.008.53
Victory Small Cap Value Collective Fund9.468.32
WTFSC Small Company Value Port Cl 459.378.13
Source: Morningstar Separate Account/CIT Fund Database

Small Value5 year gross return5 year net return
Invesco US Quantitative Small Core Trust18.1617.29
Invesco US Quantitative Sm Value Trust17.5916.71
FMT/DFA U.S. Targeted Value R10.0015.66
WTFSC Small Company Value Portfolio Cl 015.5615.47
FMT/DFA U.S. Small Cap Value R10.0015.47
Brandywine Diversified Small Cap GT15.5814.67
Brandywine Diversified Small Cap BIT15.5814.67
FMT/American Beacon Small Cap Value R10.0014.51
Brandywine Institutional Small Cap BIT15.3814.25
BlackRock Russell 2000 Value Index Fd 813.3913.27
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value1 year gross return1 year net return
FMT/iShares Russell Mid-Cap Value Idx R10.0018.50
American Century US Mid Cap Value Eq Tr0.0018.25
FMT/American Century Mid Cap Value R10.0017.38
TS&W Mid Cap Value Trust0.0015.15
RidgeWorth Mid-Cap Value Equity0.0014.90
Victory Mid Cap Value Collective Fd 80-F0.0014.27
FMT/Vanguard Selected Value R10.0013.23
First Trust All Eq Allc Portfolio, R122.5713.01
FMT/DFA U.S. Vector Equity R10.0012.84
First Trust All Eq Allc Portfolio, R321.7912.81
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value5 year gross return5 year net return
FMT/iShares Russell Mid-Cap Value Idx R10.0016.44
TS&W Mid Cap Value Trust0.0016.38
FMT/Vanguard Selected Value R10.0016.23
WTFSC Mid Cap Fundamental Val Port Cl 015.6115.53
FMT/DFA U.S. Vector Equity R10.0015.23
Brandywine Mid Cap Value Equity BIT15.0314.07
Speece Thorson Value Fund14.3113.24
First Trust All Eq Allc Portfolio, R1-2.5011.79
First Trust All Eq Allc Portfolio, R2-3.2811.06
First Trust All Eq Allc Portfolio, R3-3.4411.01
Source: Morningstar Separate Account/CIT Fund Database

Large Value1 year gross return1 year net return
Brandywine Dynamic Large Cap Value BIT21.8623.69
SSgA Active U.S. Large Cap Blend NL Cl A23.2223.18
First Citizens Large Cap Equity Fund22.8922.89
Transamerica Partners Large Core - CTF0.0022.14
Invesco US Quantitative Core Trust21.8721.21
Delaware Large Cap Value Trust 550.0020.87
Bernstein US Strategic Value - CIT V21.5020.42
Bernstein US Strategic Value - CIT Q21.4820.41
ClearBridge Value Equity R10.0020.36
FMT/Dodge & Cox Stock R10.0020.35
Source: Morningstar Separate Account/CIT Fund Database

Large Value5 year gross return5 year net return
Brandywine Dynamic Large Cap Value BIT19.7419.39
FMT/DFA U.S. Large Cap Value R10.0016.80
First Citizens Large Cap Equity Fund16.4716.47
FMT/DFA U.S. Large Cap Value III R10.0016.47
Christian Bros Inv Svcs Val Eq Fund Cl B16.5015.79
FMT/T. Rowe Price Value R10.0015.76
Wellington CIF II Research Value16.2815.76
SSgA Active U.S. Large Cap Blend NL Cl A15.8015.72
FMT/Dodge & Cox Stock R10.0015.72
Invesco US Quantitative Core Trust16.2215.61
Source: Morningstar Separate Account/CIT Fund Database

Small Growth1 year gross return1 year net return
Wells Fargo/Multi-Manager Sm Cap CIT F9.569.56
FMT Small Cap Diversified Equity R10.008.31
Frontegra Small Cap Core Fund7.576.87
Hillsdale US Performance Equity Fund7.346.55
FMT SMID Diversified Growth R10.004.79
Voya Small Cap Growth Trust5.084.38
BlackRock Russell 2000 Growth Index Fd 60.004.04
BlackRock Russell 2000 Growth Index Fd 84.174.03
BlackRock Russell 2000 Growth Idx Fd 314.223.84
SSgA Russell Small Cap Growth Idx Cl A3.773.77
Source: Morningstar Separate Account/CIT Fund Database

Small Growth5 year gross return5 year net return
WTFSC Small Company Growth Port Cl 018.3118.22
FMT Small Cap Diversified Equity R10.0017.29
BlackRock Russell 2000 Growth Index Fd 816.1015.98
BlackRock Russell 2000 Growth Index Fd 60.0015.94
BlackRock Russell 2000 Growth Idx Fd 3116.3315.94
BlackRock Russell 2000 Growth Idx Fd 4616.3215.76
BlackRock Russell 2000 Growth Idx Fd 9616.7015.56
FMT Small Cap Aggressive Growth R10.0015.34
FMT SMID Diversified Growth R10.0015.06
Hillsdale US Performance Equity Fund16.7014.59
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth1 year gross return1 year net return
Wellington CIF II Mid Cap Opportunity S216.0615.53
Wellington CIF II Mid Cap Opportunity S116.0615.30
PGI CIT Mid-Cap Equity Fund14.8814.20
PGI CIT Mid-Cap Equity Fund A14.4213.97
FMT Mid Cap Growth R10.0013.71
Champlain Mid Cap Fund, LLC13.8012.86
FMT/T. Rowe Price Mid-Cap Growth R10.0011.98
Transamerica Partners Mid Growth - CTF0.0011.93
FMT/iShares Russell MidCap Growth Idx R10.0011.11
MIZAN All Equity Moderate Alloc Fd R10.0010.43
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth5 year gross return5 year net return
Wellington CIF II Mid Cap Opportunity S216.8916.32
FMT/T. Rowe Price Mid-Cap Growth R10.0016.15
Wellington CIF II Mid Cap Opportunity S116.8916.14
Champlain Mid Cap Fund, LLC16.7215.74
FMT/iShares Russell MidCap Growth Idx R10.0015.54
WTFSC Mid-Cap Growth Portfolio Cl 015.0814.99
FMT/Meridian Growth R10.0014.76
FMT/Columbia Acorn R10.0013.48
Wellington CIF II Mid Cap Growth S113.8813.08
PGI CIT Mid-Cap Equity Fund0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Large Growth1 year gross return1 year net return
Comerica LargeCap Growth C21.5121.51
Blackrock Eq Gr Fund CF21.5221.42
Comerica LargeCap Growth21.5121.42
Waddell & Reed Large Cap Growth, Class 10.0020.56
FMT/Alger Spectra Fund R10.0020.39
FMT Large Cap GARP R10.0019.80
FMT Large Cap Opportunities R10.0019.51
Wells Fargo/BlackRock Lg Cp Gr Idx CIT N29.3019.26
Mellon Cp EB DL Nn-SL Lg Cp Gr Stk Idx19.2619.18
Wells Fargo/BlackRock Lg Cp Gr Idx N2019.0219.02
Source: Morningstar Separate Account/CIT Fund Database

Large Growth5 year gross return5 year net return
FMT Large Cap Focus Growth R10.0017.59
UBS: U.S. Large Cap Select Growth CF18.3616.76
FMT US Growth Opportunities R10.0016.76
Blackrock Eq Gr Fund CF16.7016.61
Comerica LargeCap Growth16.6316.61
Wells Fargo/BlackRock Lg Cp Gr Idx CIT N3.3916.57
FMT/Alger Spectra Fund R10.0016.52
Wellington CIF US Research Equity17.0216.33
Wells Fargo/BlackRock Lg Cp Gr Idx N200.0016.27
FMT/Vanguard Growth Index R10.0016.11
Source: Morningstar Separate Account/CIT Fund Database

Small Blend1 year gross return1 year net return
Wellington CIF II Small Cap Opps13.7312.78
Blackrock Russell 2000 Alpha Tilts Fd A12.4912.49
WTFSC Small Comp Diversified Value Cl 012.3512.20
WTFSC Small Comp Diversified Value Cl 4512.4711.18
WTFSC Small Comp Diversified Value Cl 6012.5411.08
Rothschild U.S. Small/Mid-Cap Core Cl 20.0010.50
Mellon Cap DL Market Completion Fund9.929.80
FMT/Vanguard Small Cap Stock Index R10.009.11
Nuveen NWQ Small/Mid Cap Value9.879.09
Wellington CIF II Small Cap 2000 S19.939.01
Source: Morningstar Separate Account/CIT Fund Database

Small Blend5 year gross return5 year net return
Blackrock Russell 2000 Alpha Tilts Fd A19.2119.21
Wellington CIF II Small Cap Opps17.7816.90
First Citizens Small Cap Fund16.8516.85
Mellon Cap EB DL Small Cap Core Fund17.6216.81
Mellon Cap DL Market Completion Fund16.6016.49
WTFSC Small Comp Diversified Value Cl 016.4916.36
Comerica SmallCap 600 Inst16.3216.32
SMA Small Company 600 Index Fund5.1516.18
Amalgamated Bank LongView 600 SC Idx CF16.1916.13
Comerica SmallCap 600 A16.2716.10
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend1 year gross return1 year net return
Mellon Cap EB DO Mid Cap Core Fund21.1320.41
Blackrock Russ 3000 Alpha Tilts CF18.7718.36
FMT Mid Cap Value R10.0018.31
Blackrock US Eq Mkt Fund CF17.7517.66
First Citizens Mid Cap Fund16.9416.94
EB DL Mid Cap Stock Index Fd16.4416.32
EB DL Mid Cap Stock Index Fd UC216.4416.28
Transamerica Partners Mid Value - CTF0.0015.59
FMT/Vanguard Midcap Index R10.0015.46
FMT/DFA U.S. Core Equity II R10.0015.19
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend5 year gross return5 year net return
Blackrock Extended Alpha Tilts CF20.0319.50
Mellon Cap EB DO Mid Cap Core Fund20.1819.41
Amalgamated Bank Longview Qnt Mid Cap CF19.4218.77
QMA US Mid Cap Core Equity Fund19.1718.53
Burgundy US Small/Mid Cap Fund18.5418.33
FMT/Longleaf Small Cap R10.0017.56
EB DL Mid Cap Stock Index Fd17.3517.30
EB DL Mid Cap Stock Index Fd UC217.3517.29
The Boston Mid-Cap Opp Value Equity CF18.0017.07
LMCG MidCap Core Collective Fund0.0016.70
Source: Morningstar Separate Account/CIT Fund Database

Large Blend1 year gross return1 year net return
SSgA NASDAQ 100 Index Fund - Class A27.4827.46
SSgA NASDAQ 100 Index Fund - Class C27.4627.39
Tangent-Added Composite24.5123.91
QMA US Core Equity Fund22.6522.23
Mellon Cap EB DO Large Cap Core Fund23.2922.19
Amalgamated Bank LongView Quant. LC CF22.5422.18
Amalgamated Bank LongView LC Qtv VEBA Fd22.4322.07
Blackrock Alpha Advantage 300022.5022.05
QMA US All Cap Core Equity Fund21.6821.26
Concordius Advisory Lg-Cap Val Eq CF21.4920.59
Source: Morningstar Separate Account/CIT Fund Database

Large Blend5 year gross return5 year net return
Tangent-Added Composite20.8020.23
SSgA NASDAQ 100 Index Fund - Class A20.0120.00
SSgA NASDAQ 100 Index Fund - Class C19.9719.93
QMA US All Cap Core Equity Fund17.6117.20
Blackrock Alpha Advantage 300017.3616.92
Wellington CIF II Large Cap Research S117.2416.59
QMA US Core Equity Fund16.8316.42
Amalgamated Bank LongView Quant. LC CF16.7316.39
Amalgamated Bank LongView LC Qtv VEBA Fd16.5516.20
SSgA Russell Large Cap Index - Class I16.0916.08
Source: Morningstar Separate Account/CIT Fund Database

Long/Short Equity1 year gross return1 year net return
Blackrock Alpha Advantage 50027.1226.68
Mellon Cap EB Equity Market Neutral Fund3.122.30
Source: Morningstar Separate Account/CIT Fund Database

Long/Short Equity5 year gross return5 year net return
Mellon Cap EB Equity Market Neutral Fund2.351.43
Blackrock Alpha Advantage 5000.000.00
Source: Morningstar Separate Account/CIT Fund Database

Leveraged Net Long1 year gross return1 year net return
Analytic Core Eq Plus (SP500)20.3119.74
Source: Morningstar Separate Account/CIT Fund Database

Leveraged Net Long5 year gross return5 year net return
Analytic Core Eq Plus (SP500)16.1815.64
Source: Morningstar Separate Account/CIT Fund Database

Market Neutral1 year gross return1 year net return
Credit Suisse Lqd Alt Beta Idx Trst 0IM5.895.78
Source: Morningstar Separate Account/CIT Fund Database

Market Neutral5 year gross return5 year net return
Credit Suisse Lqd Alt Beta Idx Trst 0IM0.000.00
Source: Morningstar Separate Account/CIT Fund Database

World Stock1 year gross return1 year net return
RTC Global Listed Infrastructure0.0016.43
Lazard/Wilmington Global Mgd Volatil 115.2714.82
Wellington CIF Global Research Equity14.4713.63
Brandywine Quant Global Value Eq BIT14.5413.47
Pyramis Select Global CIT12.8512.07
Burgundy Global Focused Opportunities12.5711.63
KBI Dividend Plus Glbl Developed Eq12.1311.41
FMT/Mutual Global Discovery R10.0011.39
FMT/DFA Global Equity R10.0011.35
Starcore Global Value Fundˆ&Copy;11.0411.04
Source: Morningstar Separate Account/CIT Fund Database

World Stock5 year gross return5 year net return
Marathon Asset Mgt Active Global Eq14.2813.75
KBI Water Strategy13.9412.98
Starcore Global Value Fundˆ&Copy;12.5512.55
Wellington CIF Global Research Equity12.9212.42
FMT/DFA Global Equity R10.0012.03
Burgundy Global Focused Opportunities12.5511.90
KBI Dividend Plus Glbl Developed Eq12.5011.79
FMT/American Funds Small Cap World R10.0011.71
Brandywine Quant Global Value Eq BIT12.2711.24
FMT/American Funds New Perspective R10.0011.23
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Value1 year gross return1 year net return
Wellington CIF II Global Perspectives13.5313.17
Wellington CIF Global Value11.2110.38
The Boston International CF9.178.31
KBI Dividend Plus EAFE Developed Eq7.436.74
WTFSC Overseas Equity Portfolio Cl 06.896.71
QMA International Core Equity Fund6.726.13
Brandes International Equity Fund 16.586.00
GlobeFlex International All Cap CF6.265.50
LSV Asset Mgt Intl Lg Cap Val Eq Trust6.015.25
FMT International Value Opportunities R10.004.66
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Value5 year gross return5 year net return
Wellington CIF II Global Perspectives17.0816.75
Sanderson Asset Mgt Intl Val Eq10.779.63
The Boston International CF10.509.61
Wellington CIF Global Value10.399.57
GlobeFlex International All Cap CF8.707.89
Sprucegrove U.S. International Pool8.497.53
QMA International Core Equity Fund7.947.35
KBI Dividend Plus EAFE Developed Eq7.837.13
Pictet International Equity Fund LLC7.476.75
LSV Asset Mgt Intl Lg Cap Val Eq Trust7.306.54
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Blend1 year gross return1 year net return
FMT/Dodge & Cox International R10.0012.78
Waddell & Reed Intl Core Eq CIT 20.0011.19
Waddell & Reed Intl Core Eq CIT 10.0011.11
Blackrock Curr Hedged EAFE Idx CF10.7010.54
PGI Diversified International Equity Fd9.398.57
MFSˆ® International Value CIT Cl 10.007.25
Blackrock Intl Alpha Tilt CF7.487.00
Wellington CIF II Intl Research Eq S17.556.78
MFSˆ® International Value CIT Cl 20.006.43
Comerica Foreign Equity CIT - Inst Class5.355.35
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Blend5 year gross return5 year net return
PGI Diversified International Equity Fd9.989.16
FMT/Dodge & Cox International R10.009.13
Blackrock Curr Hedged EAFE Idx CF8.408.24
Blackrock Intl Alpha Tilt CF8.688.12
Wellington CIF II Intl Research Eq S18.547.80
Christian Bros CUIT Int'l Equity Class B8.917.74
Capital Group Int’l Equity DC Unit S16.747.41
Christian Bros CUIT Int'l Equity Class A8.917.31
Mellon Cap EB DL Int'l Stock Index Fund7.327.19
Capital Group Int'l Equity DB Fund8.107.10
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Growth1 year gross return1 year net return
Invesco International Growth Eq Trust7.566.71
FMT/American Funds Europacific R10.006.60
William Blair International Growth CIT7.196.34
Artisan International Growth Trust - T10.006.10
FMT Aggressive International Growth R10.006.05
FMT/Artisan International R10.005.47
American Century Non US Growth Equity Tr0.004.37
Transamerica International Equity - CTF0.001.53
MFSˆ® International Growth Equity CIT0.001.07
WTFSC International Growth Port Cl 00.940.74
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Growth5 year gross return5 year net return
Artisan International Growth Trust - T10.009.82
FMT/Artisan International R10.009.38
Invesco International Growth Eq Trust10.199.33
MFSˆ® International Growth Equity CIT0.008.47
MFSˆ® International Growth Eq CIT-Cl 20.007.65
FMT/American Funds Europacific R10.006.69
FMT/Thornburg International Equity R10.005.91
Thornburg Intl Equity Fd (CIT) Tier 10.005.85
WTFSC International Growth Port Cl 05.675.41
FMT Aggressive International Growth R10.004.74
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Value1 year gross return1 year net return
LMCG Intl Small Cap Collective Fund0.009.36
FMT/DFA Intl Small Cap Value R10.006.29
Templeton International Smaller Co CF4.163.52
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Value5 year gross return5 year net return
Templeton International Smaller Co CF12.2711.69
FMT/DFA Intl Small Cap Value R10.008.49
LMCG Intl Small Cap Collective Fund0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Growth1 year gross return1 year net return
Highclere Intl Invs Smaller Companies6.004.76
MFSˆ® International Small Cap CIT-Class 10.003.48
MFSˆ® International Small Cap CIT-Class 40.002.63
Highclere Intl Investors SMID Composite-1.04-1.95
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Growth5 year gross return5 year net return
Highclere Intl Invs Smaller Companies11.8010.47
Highclere Intl Investors SMID Composite10.789.74
MFSˆ® International Small Cap CIT-Class 10.000.00
MFSˆ® International Small Cap CIT-Class 40.000.00
Source: Morningstar Separate Account/CIT Fund Database

Pacific/Asia ex-Japan Stk1 year gross return1 year net return
Edgbaston Asia Pacific ex-Japan Equity14.8013.39
Source: Morningstar Separate Account/CIT Fund Database

Pacific/Asia ex-Japan Stk5 year gross return5 year net return
Edgbaston Asia Pacific ex-Japan Equity12.9411.55
Source: Morningstar Separate Account/CIT Fund Database

Diversified Emerging Mkts1 year gross return1 year net return
RTC Frontier Markets0.0012.07
FMT/DFA Emerging Markets Small-Cap R10.009.74
William Emerging Markets Growth CIT10.469.37
City of London Global Emg Mkts Fund10.278.95
The Boston Emerging Markets Equity CF9.248.21
FMT/Virtus Emerging Markets Opp. R10.007.69
Parametric Emerging Markets Equity (CIT)8.247.53
LSV Asset Mgt Emg Mkts Val Eq Fund LP8.047.00
RTC Emerging Markets0.006.51
FMT/Vanguard Emerging Markets R10.006.06
Source: Morningstar Separate Account/CIT Fund Database

Diversified Emerging Mkts5 year gross return5 year net return
RTC Frontier Markets0.0012.53
FMT/DFA Emerging Markets Small-Cap R10.007.61
LSV Asset Mgt Emg Mkts Val Eq Fund LP8.627.58
RTC Emerging Markets0.007.00
Parametric Emerging Markets Equity (CIT)7.006.20
Starcore International Fundˆ&Copy;5.845.84
FMT/DFA Emerging Markets R10.005.35
QMA Emerging Markets Core Equity Fund5.835.10
City of London Global Emg Mkts Fund6.124.82
Templeton Intl Emg Mkt CF5.914.73
Source: Morningstar Separate Account/CIT Fund Database

Global Real Estate1 year gross return1 year net return
PGI Global Property Securities Fund7.957.20
DeAWM RREEF Glbl Real Est Sec CoFund7.117.11
AEW Gl Property Secs Master Tr-DC Plan A0.007.04
DeAWM RREEF Glbl Real Est Sec CF-A7.117.02
AEW Gl Property Securities Master Tr-Agg0.006.97
FMT/DFA Int'l Real Estate Securities R10.006.92
Invesco Global REITs Trust7.476.61
Voya Global Real Estate6.476.47
Invesco Global ex-US REITs Trust1.750.93
Blackrock Ex-US Real Estate Idx0.970.76
Source: Morningstar Separate Account/CIT Fund Database

Global Real Estate5 year gross return5 year net return
Invesco Global REITs Trust11.0910.21
FMT/DFA Int'l Real Estate Securities R10.009.90
Blackrock Ex-US Real Estate Idx8.177.96
Invesco Global ex-US REITs Trust8.327.31
PGI Global Property Securities Fund0.000.00
DeAWM RREEF Glbl Real Est Sec CoFund0.000.00
AEW Gl Property Secs Master Tr-DC Plan A0.000.00
DeAWM RREEF Glbl Real Est Sec CF-A0.000.00
AEW Gl Property Securities Master Tr-Agg0.000.00
Voya Global Real Estate0.000.00
Source: Morningstar Separate Account/CIT Fund Database

World Bond1 year gross return1 year net return
Brandywine Intl Opportunistic Fxd BIT6.646.06
Brandywine Global Opportun Fxd BGIMT6.395.81
Franklin Templeton Global Bond Plus (CF)6.165.60
Brandywine Global Fixed Income BIT5.514.94
Brandywine Global Fixed Income GT5.344.77
Brandywine Global Fixed Income BGIMT5.114.65
BW Global Investment Grade Fixed Inc R10.003.78
Brandywine International Fixed Inc BIT4.203.63
FMT/Templeton International Bond Fund R10.002.67
PIMCO Global Advantage Strategy III CIT0.001.71
Source: Morningstar Separate Account/CIT Fund Database

World Bond5 year gross return5 year net return
Brandywine Global Opportun Fxd BGIMT8.197.60
Brandywine Global Fixed Income BIT7.576.98
Brandywine Global Fixed Income BGIMT7.196.71
Brandywine Global Fixed Income GT7.256.67
Brandywine Intl Opportunistic Fxd BIT6.896.31
Brandywine International Fixed Inc BIT5.745.16
FMT/DFA Five-Year Global F/I R10.002.82
Capital Group Global Aggregate FI CIT2.922.54
FMT/T. Rowe Price Intl Bond R10.001.43
FMT/DFA Two Year Global F/I R10.000.50
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond1 year gross return1 year net return
Shenkman Capital Four Pts Multi-Strat Fd8.707.83
Fort Washington High Yield Fixed Inc CF7.467.32
Transamerica High Yield Bond - CTF0.007.14
Pru Higher Quality HY CIT Inst Class7.356.81
FMT/Delaware High Yield Opportunity R10.006.62
Wellington CIF II High Yield Bond S17.036.60
FMT High Yield Bond R10.006.56
Shenkman Capital Mgt Primus HighYield CF7.376.48
Navigator Fixd Inc Total Ret Fd Fee Cl 56.095.56
FMT/Pimco High Yield R10.005.55
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond5 year gross return5 year net return
FMT/Delaware High Yield Opportunity R10.0010.08
Fort Washington High Yield Fixed Inc CF9.929.46
Pru Higher Quality HY CIT Inst Class9.919.36
FMT/Pimco High Yield R10.008.98
Shenkman Capital Mgt Primus HighYield CF9.218.29
Capital Group Global High Yield FI DB Fd8.727.97
Shenkman Capital Four Pts Multi-Strat Fd0.000.00
Transamerica High Yield Bond - CTF0.000.00
Wellington CIF II High Yield Bond S10.000.00
FMT High Yield Bond R10.000.00
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government1 year gross return1 year net return
AFL-CIO Housing Inv Trust AFL-CIO CF4.884.40
Pyramis Mortgage-Backed Securities4.263.95
FMT/Vanguard GNMA R10.003.75
RiverSource Trust Government Income0.002.73
Wells Fargo/BlackRock Int Gv/Cr Bd Idx N4.492.17
FMT US Government Securities R10.000.76
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government5 year gross return5 year net return
Pyramis Mortgage-Backed Securities4.314.02
AFL-CIO Housing Inv Trust AFL-CIO CF4.454.00
FMT/Vanguard GNMA R10.003.52
Wells Fargo/BlackRock Int Gv/Cr Bd Idx N5.783.44
RiverSource Trust Government Income0.003.24
FMT US Government Securities R10.002.06
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond1 year gross return1 year net return
Invesco Core Plus Fixed Income Trust6.776.39
Brandes Core Plus Fixed Income Fund 16.696.36
Voya Core Plus Trust6.666.02
Delaware Diversified Income (CIT 45)0.005.99
Pru Core Plus Fixed Inc CIT Inst Class6.325.99
WTFSC Strategic Bond Portfolio Cl 06.035.93
Brandes Core Plus Fixed Income Fund 56.855.91
Transamerica Partners Core Bond - CTF0.005.78
WTFSC Strategic Bond Portfolio Cl R6.055.56
Brandes Core Plus Fixed Income Fund 36.635.53
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond5 year gross return5 year net return
Brandes Core Plus Fixed Income Fund 17.567.24
WTFSC Strategic Bond Portfolio Cl 06.976.88
Pru Core Plus Fixed Inc CIT Inst Class7.096.77
Invesco Core Plus Fixed Income Trust6.486.11
Voya Core Plus Trust6.675.62
Schwab Instl Core Plus FI Tr Fd III0.005.51
Schwab Instl Core Plus FI Tr Fd I0.005.29
Wells Fargo Core Bond CIT N8.065.24
Navigator Fixed Income Fund 55.944.96
Associated PT Core Bond Fund4.914.91
Source: Morningstar Separate Account/CIT Fund Database

Short Government1 year gross return1 year net return
Smith Breeden High Credit Qual Short Dur2.141.57
Columbia Trust Short Dur U.S. Gvmt Fd II0.001.52
Columbia Trust Short Dur U.S. Gvmt Fd0.001.12
Blackrock 1-3 Yr Govt Bond Idx CF0.650.60
BlackRock 1-3 Year Gov Bd Idx Fd 60.670.56
BlackRock 1-3 Year Gov Bd Idx Fd 80.660.54
BlackRock 1-3 Year Gov Bd Idx Fd 310.670.32
BlackRock 1-3 Year Gov Bd Idx Fd 460.680.18
BlackRock 1-3 Year Gov Bd Idx Fd 660.68-0.03
BlackRock 1-3 Year Gov Bd Idx Fd 960.71-0.30
Source: Morningstar Separate Account/CIT Fund Database

Short Government5 year gross return5 year net return
Columbia Trust Short Dur U.S. Gvmt Fd II0.002.40
Columbia Trust Short Dur U.S. Gvmt Fd0.001.98
Smith Breeden High Credit Qual Short Dur1.981.63
Blackrock 1-3 Yr Govt Bond Idx CF1.171.12
BlackRock 1-3 Year Gov Bd Idx Fd 60.960.87
BlackRock 1-3 Year Gov Bd Idx Fd 80.960.85
BlackRock 1-3 Year Gov Bd Idx Fd 310.960.61
BlackRock 1-3 Year Gov Bd Idx Fd 460.970.48
BlackRock 1-3 Year Gov Bd Idx Fd 960.990.00
BlackRock 1-3 Year Gov Bd Idx Fd 660.000.00
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond1 year gross return1 year net return
Washington Capital Mgt Mortgage Inc CF8.828.12
Commercial Mortgage Backed Secs Fund7.446.96
Amalgamated Ultra Construction Loan7.116.05
Voya Core Short Duration Trust1.293.65
WTFSC Short Duration Portfolio Cl 02.061.97
Christian Bros CUIT Short Bond Fund2.061.67
Transamerica High Quality Bond - CTF0.001.34
FMT/DFA Short-Term Extended Quality R10.001.15
WTFSC Short Duration Portfolio Cl 602.071.07
Associated Short Term Bond Fund0.960.96
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond5 year gross return5 year net return
Washington Capital Mgt Mortgage Inc CF7.166.47
WTFSC Short Duration Portfolio Cl 02.662.58
Christian Bros CUIT Short Bond Fund2.592.19
HB&T Fixed Income Fund0.002.11
Voya Core Short Duration Trust1.821.98
Associated Short Term Bond Fund1.461.46
Associated PT Short Term Bond Fund1.451.45
Amalgamated Ultra Construction Loan-5.96-6.84
Commercial Mortgage Backed Secs Fund0.000.00
Transamerica High Quality Bond - CTF0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond1 year gross return1 year net return
FMT/DFA One-Year F/I R10.00-0.06
FMT/SSGA U.S. Treasury Money Market R10.00-0.38
FMT/SSGA Prime Money Market R10.00-0.41
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond5 year gross return5 year net return
FMT/DFA One-Year F/I R10.000.28
FMT/SSGA Prime Money Market R10.00-0.32
FMT/SSGA U.S. Treasury Money Market R10.00-0.37
Source: Morningstar Separate Account/CIT Fund Database

Long Government1 year gross return1 year net return
Blackrock 20+ Treas Bond Idx CF12.8712.81
Blackrock Long Govt Bond Idx Fund CF11.7711.72
Mellon Cap EB LT Gov't Bond Index Fund11.6311.57
Source: Morningstar Separate Account/CIT Fund Database

Long Government5 year gross return5 year net return
Blackrock Long Govt Bond Idx Fund CF7.127.06
Blackrock 20+ Treas Bond Idx CF7.067.00
Mellon Cap EB LT Gov't Bond Index Fund7.006.95
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond1 year gross return1 year net return
Blackrock Long Corp Bond Idx CF14.2114.11
Wells Fargo Liability Driven Sol II F13.7613.76
Ryan Labs Long Government/Credit13.6213.29
Pru Corporate Fixed Inc CIT Inst Class7.326.98
Loomis Sayles CPFD CIT0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond5 year gross return5 year net return
Blackrock Long Corp Bond Idx CF8.848.75
Wells Fargo Liability Driven Sol II F8.388.38
Pru Corporate Fixed Inc CIT Inst Class7.026.71
Ryan Labs Long Government/Credit0.000.00
Loomis Sayles CPFD CIT0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond1 year gross return1 year net return
Wellington CIF II Core Bond Plus5.435.01
BlackRock CorePlus Bond Fund5.015.01
PGI Multi-Sector Fixed Income Fund5.284.91
Wellington CIF II Core Bond S15.164.89
Blackrock CoreActive Bond Fund4.734.59
Loomis Sayles MSFD CIT0.000.00
Sage Core Plus Fixed Income R10.000.00
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond5 year gross return5 year net return
Wellington CIF II Core Bond Plus6.225.79
Wellington CIF II Core Bond S15.965.68
BlackRock CorePlus Bond Fund5.495.49
Blackrock CoreActive Bond Fund4.754.61
PGI Multi-Sector Fixed Income Fund0.000.00
Loomis Sayles MSFD CIT0.000.00
Sage Core Plus Fixed Income R10.000.00
Source: Morningstar Separate Account/CIT Fund Database

Convertibles1 year gross return1 year net return
Victory Inv-Grd Convtb Sec Collective Fd22.6421.80
Shenkman Capital Mgt Gamma Convert Fund6.255.38
Advent Phoenix Convert Income Fund CIT2.711.31
Source: Morningstar Separate Account/CIT Fund Database

Convertibles5 year gross return5 year net return
Victory Inv-Grd Convtb Sec Collective Fd12.0111.24
Shenkman Capital Mgt Gamma Convert Fund9.358.45
Advent Phoenix Convert Income Fund CIT7.586.12
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond1 year gross return1 year net return
Shenkman Capital Four Pts Multi-Strat Fd8.707.83
Fort Washington High Yield Fixed Inc CF7.467.32
Transamerica High Yield Bond - CTF0.007.14
Pru Higher Quality HY CIT Inst Class7.356.81
FMT/Delaware High Yield Opportunity R10.006.62
Wellington CIF II High Yield Bond S17.036.60
FMT High Yield Bond R10.006.56
Shenkman Capital Mgt Primus HighYield CF7.376.48
Navigator Fixd Inc Total Ret Fd Fee Cl 56.095.56
FMT/Pimco High Yield R10.005.55
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond5 year gross return5 year net return
FMT/Delaware High Yield Opportunity R10.0010.08
Fort Washington High Yield Fixed Inc CF9.929.46
Pru Higher Quality HY CIT Inst Class9.919.36
FMT/Pimco High Yield R10.008.98
Shenkman Capital Mgt Primus HighYield CF9.218.29
Capital Group Global High Yield FI DB Fd8.727.97
Shenkman Capital Four Pts Multi-Strat Fd0.000.00
Transamerica High Yield Bond - CTF0.000.00
Wellington CIF II High Yield Bond S10.000.00
FMT High Yield Bond R10.000.00
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government1 year gross return1 year net return
AFL-CIO Housing Inv Trust AFL-CIO CF4.884.40
Pyramis Mortgage-Backed Securities4.263.95
FMT/Vanguard GNMA R10.003.75
RiverSource Trust Government Income0.002.73
Wells Fargo/BlackRock Int Gv/Cr Bd Idx N4.492.17
FMT US Government Securities R10.000.76
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government5 year gross return5 year net return
Pyramis Mortgage-Backed Securities4.314.02
AFL-CIO Housing Inv Trust AFL-CIO CF4.454.00
FMT/Vanguard GNMA R10.003.52
Wells Fargo/BlackRock Int Gv/Cr Bd Idx N5.783.44
RiverSource Trust Government Income0.003.24
FMT US Government Securities R10.002.06
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond1 year gross return1 year net return
Invesco Core Plus Fixed Income Trust6.776.39
Brandes Core Plus Fixed Income Fund 16.696.36
Voya Core Plus Trust6.666.02
Delaware Diversified Income (CIT 45)0.005.99
Pru Core Plus Fixed Inc CIT Inst Class6.325.99
WTFSC Strategic Bond Portfolio Cl 06.035.93
Brandes Core Plus Fixed Income Fund 56.855.91
Transamerica Partners Core Bond - CTF0.005.78
WTFSC Strategic Bond Portfolio Cl R6.055.56
Brandes Core Plus Fixed Income Fund 36.635.53
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond5 year gross return5 year net return
Brandes Core Plus Fixed Income Fund 17.567.24
WTFSC Strategic Bond Portfolio Cl 06.976.88
Pru Core Plus Fixed Inc CIT Inst Class7.096.77
Invesco Core Plus Fixed Income Trust6.486.11
Voya Core Plus Trust6.675.62
Schwab Instl Core Plus FI Tr Fd III0.005.51
Schwab Instl Core Plus FI Tr Fd I0.005.29
Wells Fargo Core Bond CIT N8.065.24
Navigator Fixed Income Fund 55.944.96
Associated PT Core Bond Fund4.914.91
Source: Morningstar Separate Account/CIT Fund Database

Short Government1 year gross return1 year net return
Smith Breeden High Credit Qual Short Dur2.141.57
Columbia Trust Short Dur U.S. Gvmt Fd II0.001.52
Columbia Trust Short Dur U.S. Gvmt Fd0.001.12
Blackrock 1-3 Yr Govt Bond Idx CF0.650.60
BlackRock 1-3 Year Gov Bd Idx Fd 60.670.56
BlackRock 1-3 Year Gov Bd Idx Fd 80.660.54
BlackRock 1-3 Year Gov Bd Idx Fd 310.670.32
BlackRock 1-3 Year Gov Bd Idx Fd 460.680.18
BlackRock 1-3 Year Gov Bd Idx Fd 660.68-0.03
BlackRock 1-3 Year Gov Bd Idx Fd 960.71-0.30
Source: Morningstar Separate Account/CIT Fund Database

Short Government5 year gross return5 year net return
Columbia Trust Short Dur U.S. Gvmt Fd II0.002.40
Columbia Trust Short Dur U.S. Gvmt Fd0.001.98
Smith Breeden High Credit Qual Short Dur1.981.63
Blackrock 1-3 Yr Govt Bond Idx CF1.171.12
BlackRock 1-3 Year Gov Bd Idx Fd 60.960.87
BlackRock 1-3 Year Gov Bd Idx Fd 80.960.85
BlackRock 1-3 Year Gov Bd Idx Fd 310.960.61
BlackRock 1-3 Year Gov Bd Idx Fd 460.970.48
BlackRock 1-3 Year Gov Bd Idx Fd 960.990.00
BlackRock 1-3 Year Gov Bd Idx Fd 660.000.00
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond1 year gross return1 year net return
Washington Capital Mgt Mortgage Inc CF8.828.12
Commercial Mortgage Backed Secs Fund7.446.96
Amalgamated Ultra Construction Loan7.116.05
Voya Core Short Duration Trust1.293.65
WTFSC Short Duration Portfolio Cl 02.061.97
Christian Bros CUIT Short Bond Fund2.061.67
Transamerica High Quality Bond - CTF0.001.34
FMT/DFA Short-Term Extended Quality R10.001.15
WTFSC Short Duration Portfolio Cl 602.071.07
Associated Short Term Bond Fund0.960.96
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond5 year gross return5 year net return
Washington Capital Mgt Mortgage Inc CF7.166.47
WTFSC Short Duration Portfolio Cl 02.662.58
Christian Bros CUIT Short Bond Fund2.592.19
HB&T Fixed Income Fund0.002.11
Voya Core Short Duration Trust1.821.98
Associated Short Term Bond Fund1.461.46
Associated PT Short Term Bond Fund1.451.45
Amalgamated Ultra Construction Loan-5.96-6.84
Commercial Mortgage Backed Secs Fund0.000.00
Transamerica High Quality Bond - CTF0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond1 year gross return1 year net return
FMT/DFA One-Year F/I R10.00-0.06
FMT/SSGA U.S. Treasury Money Market R10.00-0.38
FMT/SSGA Prime Money Market R10.00-0.41
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond5 year gross return5 year net return
FMT/DFA One-Year F/I R10.000.28
FMT/SSGA Prime Money Market R10.00-0.32
FMT/SSGA U.S. Treasury Money Market R10.00-0.37
Source: Morningstar Separate Account/CIT Fund Database

Long Government1 year gross return1 year net return
Blackrock 20+ Treas Bond Idx CF12.8712.81
Blackrock Long Govt Bond Idx Fund CF11.7711.72
Mellon Cap EB LT Gov't Bond Index Fund11.6311.57
Source: Morningstar Separate Account/CIT Fund Database

Long Government5 year gross return5 year net return
Blackrock Long Govt Bond Idx Fund CF7.127.06
Blackrock 20+ Treas Bond Idx CF7.067.00
Mellon Cap EB LT Gov't Bond Index Fund7.006.95
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond1 year gross return1 year net return
Blackrock Long Corp Bond Idx CF14.2114.11
Wells Fargo Liability Driven Sol II F13.7613.76
Ryan Labs Long Government/Credit13.6213.29
Pru Corporate Fixed Inc CIT Inst Class7.326.98
Loomis Sayles CPFD CIT0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond5 year gross return5 year net return
Blackrock Long Corp Bond Idx CF8.848.75
Wells Fargo Liability Driven Sol II F8.388.38
Pru Corporate Fixed Inc CIT Inst Class7.026.71
Ryan Labs Long Government/Credit0.000.00
Loomis Sayles CPFD CIT0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond1 year gross return1 year net return
Wellington CIF II Core Bond Plus5.435.01
BlackRock CorePlus Bond Fund5.015.01
PGI Multi-Sector Fixed Income Fund5.284.91
Wellington CIF II Core Bond S15.164.89
Blackrock CoreActive Bond Fund4.734.59
Loomis Sayles MSFD CIT0.000.00
Sage Core Plus Fixed Income R10.000.00
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond5 year gross return5 year net return
Wellington CIF II Core Bond Plus6.225.79
Wellington CIF II Core Bond S15.965.68
BlackRock CorePlus Bond Fund5.495.49
Blackrock CoreActive Bond Fund4.754.61
PGI Multi-Sector Fixed Income Fund0.000.00
Loomis Sayles MSFD CIT0.000.00
Sage Core Plus Fixed Income R10.000.00
Source: Morningstar Separate Account/CIT Fund Database

Inflation-Protected Bond1 year gross return1 year net return
PIMCO Diversified Real Asset CIT0.003.02
Wellington CIF II Real Total Return3.112.99
SSgA U.S. Inflation Protect Bond Idx A1.571.56
PIMCO Real Return Collective Trust II0.001.31
FMT/FFTW US TIPS R10.001.03
FMT/Vanguard Inflation Protected Bond R10.001.02
Wellington CIF II TIPS S10.390.18
Source: Morningstar Separate Account/CIT Fund Database

Inflation-Protected Bond5 year gross return5 year net return
Wellington CIF II Real Total Return5.945.89
SSgA U.S. Inflation Protect Bond Idx A4.434.43
FMT/Vanguard Inflation Protected Bond R10.003.93
PIMCO Diversified Real Asset CIT0.000.00
PIMCO Real Return Collective Trust II0.000.00
FMT/FFTW US TIPS R10.000.00
Wellington CIF II TIPS S10.000.00
Source: Morningstar Separate Account/CIT Fund Database

Stable Value1 year gross return1 year net return
Reliance MetLife Series 25157 Cl 00.002.54
Reliance MetLife Series 25157 Cl 400.002.44
Reliance MetLife Series 25053 Cl 00.002.35
Reliance MetLife GAC Series 25157 Cl 250.002.29
Reliance MetLife Series 25053 Cl 100.002.25
Reliance MetLife Series 25053 Cl 150.002.21
Reliance MetLife Series 25157 Cl 350.002.18
Reliance MetLife Series 25157 Cl 500.002.16
WTRISC CIT III for Metlife GAC 25554 I2.262.16
Reliance MetLife Series 25053 Cl 250.002.09
Source: Morningstar Separate Account/CIT Fund Database

Stable Value5 year gross return5 year net return
Reliance MetLife Series 25157 Cl 00.003.30
Reliance MetLife Series 25157 Cl 400.003.28
Reliance MetLife Series 25053 Cl 00.003.28
IBEW NECA Stable Value Trust Premier Cl0.003.25
Reliance MetLife GAC Series 25157 Cl 250.003.24
Reliance MetLife Series 25157 Cl 500.003.22
Reliance MetLife Series 25053 Cl 100.003.18
Reliance MetLife Series 25053 Cl 150.003.13
Reliance MetLife Series 25053 Cl 250.003.03
Galliard Managed Income Fund0.002.98
Source: Morningstar Separate Account/CIT Fund Database

Emerging Markets Bond1 year gross return1 year net return
Pru Emg Mkt Debt CIT Inst Class11.6810.99
MFSˆ® Emerging Markets Debt CIT0.008.70
TCW Emerging Mkts Fxd Inc Collective Tr0.006.72
TCW Emerging Markets Fixed Income Cl D0.006.49
Capital Group EM Debt (Broad) DC Unit T3.853.23
Capital Group EM Debt (Broad) DB Fund3.853.23
UBS: Emerging Markets Debt CF2.842.21
PIMCO Emerging Markets Currency CIT0.00-0.86
Source: Morningstar Separate Account/CIT Fund Database

Emerging Markets Bond5 year gross return5 year net return
Pru Emg Mkt Debt CIT Inst Class10.279.52
MFSˆ® Emerging Markets Debt CIT0.008.26
Capital Group EM Debt (Broad) DB Fund6.325.68
TCW Emerging Mkts Fxd Inc Collective Tr0.000.00
TCW Emerging Markets Fixed Income Cl D0.000.00
Capital Group EM Debt (Broad) DC Unit T0.000.00
UBS: Emerging Markets Debt CF0.000.00
PIMCO Emerging Markets Currency CIT0.000.00
Source: Morningstar Separate Account/CIT Fund Database

World Allocation1 year gross return1 year net return
WTFSC Multi-Asset Portfolio Cl 011.3711.31
FMT/American Funds Capital Income Bu. R10.0010.53
WTFSC Multi-Asset Portfolio Cl 4511.5310.33
PMC Pathway Aggressive Growth Fund Cl IV0.009.17
Capital Group Absolute Income Grower DB9.698.93
WTFSC Global Securities Portfolio Cl 08.508.36
PMC Pathway Moderate Balanced Fund Cl IV0.007.54
FMT/DFA Global 60/40 R10.007.45
WTFSC Global Securities Portfolio Cl 458.727.36
Wellington Opportunistic Investment8.517.33
Source: Morningstar Separate Account/CIT Fund Database

World Allocation5 year gross return5 year net return
Capital Group Absolute Income Grower DB10.8310.07
FMT/American Funds Capital Income Bu. R10.009.31
WTFSC Multi-Asset Portfolio Cl 09.018.97
FMT/DFA Global 60/40 R10.008.50
PMC Pathway Moderate Bal II0.008.39
WTFSC Global Securities Portfolio Cl 07.927.78
FMT/Blackrock Global Allocation R10.006.89
Lazard/Wilmington CapAlloc Mgd Gl Dsfd 17.316.66
Wellington Opportunistic Investment7.346.17
Wellington CIF II Divers Inflation Hg S13.842.94
Source: Morningstar Separate Account/CIT Fund Database

Conservative Allocation1 year gross return1 year net return
WTFSC US Allocation Portfolio Cl 013.6513.58
WTFSC US Allocation Portfolio Cl 4513.8512.64
E-Valuator Moderate RMS I0.009.72
Benefit Generation Strategic Bal Growth0.009.63
E-Valuator Moderate RMS II0.009.26
Edelman Conservative Class III0.009.18
Edelman Conservative Class II0.009.18
Edelman Conservative Class I0.009.18
FMT/Vanguard Wellesley Income R10.009.18
Benefit Generation Strategic Moderate9.729.17
Source: Morningstar Separate Account/CIT Fund Database

Conservative Allocation5 year gross return5 year net return
WTFSC US Allocation Portfolio Cl 012.3112.25
Invesco Balanced Risk Allocation Trust9.989.47
FMT/Vanguard Wellesley Income R10.009.21
CUNA Mutual Retirement Pension Fund0.008.55
Manning & Napier Pro-Mix Modrte Term S9.308.32
Associated ASAP2 Balanced Strategy8.318.31
Associated ASAP Balanced Strategy8.298.29
TOPSâ„¢ Strategic Allocation Inc & Growth0.007.17
Starcore I Fundˆ&Copy;0.007.14
FMT LifeStyle Mod Conservative Growth R10.007.08
Source: Morningstar Separate Account/CIT Fund Database

Moderate Allocation1 year gross return1 year net return
WTFSC Balanced Portfolio Cl 013.8413.72
WTFSC Balanced Portfolio Cl 3514.0612.96
WTFSC Balanced Portfolio Cl 4514.0512.84
Christian Bros CUIT Balanced Fund13.8412.84
WTFSC Balanced Portfolio Cl 6014.1012.74
FMT/Vanguard Balanced Index R10.0011.64
FMT Balanced Opportunities R10.0011.19
Benefit Generation Strategic Agg Growth11.6711.11
SSgA Tactical Balanced Growth SL Fund11.1911.03
Benefit FCI Life Strategy Growth Fd Cl A10.9410.94
Source: Morningstar Separate Account/CIT Fund Database

Moderate Allocation5 year gross return5 year net return
WTFSC Balanced Portfolio Cl 011.9411.84
Christian Bros CUIT Balanced Fund12.2611.29
FMT/Vanguard Balanced Index R10.0010.76
SSgA Tactical Balanced Growth SL Fund10.6110.44
FMT Balanced Opportunities R10.0010.22
Benefit FCI Life Strategy Growth Fd Cl A10.1410.14
Manning & Napier Pro-Mix Extend Term S10.809.81
Associated ASAP Growth Balanced Strategy9.799.79
Associated ASAP2 Growth Balanced Strat9.799.79
Associated Growth Balanced LifeStage9.769.76
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2000-20101 year gross return1 year net return
Callan Glidepath 2010 Fund 09.329.28
Callan Glidepath 2010 Fund 209.359.09
Callan Glidepath 2010 Fund 259.389.07
First Trust-Target Date Fund 2010, R38.399.01
Pyramis Core Lifecycle 20109.288.68
Callan Glidepath 2010 Fund 709.448.64
Callan Glidepath 2010 Fund 859.448.50
Principal Lifetime 2010 CIT8.497.91
Callan Glidepath 2005 Fund 208.207.88
Callan Glidepath 2005 Fund 258.217.84
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2000-20105 year gross return5 year net return
Callan Glidepath 2010 Fund 2010.2810.00
Callan Glidepath 2010 Fund 2510.309.97
Principal Trust Target 2010 Z0.009.06
Principal Trust Target 2010 I0.009.01
Principal Trust Target 2010 I100.008.92
Callan Glidepath 2005 Fund 209.168.77
Callan Glidepath 2005 Fund 259.178.74
Principal Trust Target 2010 I250.008.74
Principal Trust Target 2010 Fund R60.008.59
Principal Trust Target 2010 Fund R50.008.46
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2011-20151 year gross return1 year net return
Callan Glidepath 2015 Fund 010.0610.03
Callan Glidepath 2015 Fund 2010.109.85
Callan Glidepath 2015 Fund 2510.149.82
Pyramis Core Lifecycle 201510.079.46
Callan Glidepath 2015 Fund 8510.209.25
The Vanguard Target Retire 2015 Trust I0.009.17
Vanguard Target Retire Trust Plus 20150.009.17
The Vanguard Target Retire-2015 Trust II0.009.11
Principal Trust Target 2015 I0.008.71
Principal Trust Target 2015 Z0.008.69
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2011-20155 year gross return5 year net return
Callan Glidepath 2015 Fund 2011.0010.74
Callan Glidepath 2015 Fund 2511.0410.73
SSgA Target Retirement 2015 Fund Class I10.0110.01
Principal Trust Target 2015 Z0.009.87
Principal Trust Target 2015 I0.009.81
Principal Trust Target 2015 I100.009.70
Principal Trust Target 2015 I250.009.53
Principal Trust Target 2015 Fund R60.009.37
The Vanguard Target Retire 2015 Trust I0.009.31
The Vanguard Target Retire-2015 Trust II0.009.26
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2016-20201 year gross return1 year net return
Callan Glidepath 2020 Fund 010.8110.77
Callan Glidepath 2020 Fund 2010.8410.58
Callan Glidepath 2020 Fund 2510.8810.56
Vanguard Target Retire Trust Plus 20200.0010.27
The Vanguard Target Retire 2020 Trust I0.0010.26
The Vanguard Target Retire-2020 Trust II0.0010.23
Callan Glidepath 2020 Fund 7010.9010.10
Pyramis Core Lifecycle 202010.6410.04
Callan Glidepath 2020 Fund 8510.949.99
Principal Trust Target 2020 Z0.009.80
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2016-20205 year gross return5 year net return
Callan Glidepath 2020 Fund 2011.7011.45
Callan Glidepath 2020 Fund 2511.7411.43
SSgA Target Retirement 2020 Fund Class I11.1111.11
Principal Trust Target 2020 Z0.0010.65
Principal Trust Target 2020 I0.0010.64
Principal Trust Target 2020 I100.0010.53
Principal Trust Target 2020 I250.0010.37
Principal Trust Target 2020 Fund R60.0010.20
Startrack 2020 Fundˆ&Copy;10.1810.18
The Vanguard Target Retire 2020 Trust I0.0010.08
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2021-20251 year gross return1 year net return
Callan Glidepath 2025 Fund 011.4011.35
Callan Glidepath 2025 Fund 2011.4411.17
Callan Glidepath 2025 Fund 2511.4411.11
Pyramis Core Lifecycle 202511.6911.07
Vanguard Target Retire Trust Plus 20250.0010.98
The Vanguard Target Retire 2025 Trust I0.0010.96
The Vanguard Target Retire 2025 Trust II0.0010.89
Callan Glidepath 2025 Fund 8511.5610.58
SSgA Target Retirement 2025 Fund Class I10.5010.51
Principal Trust Target 2025 I0.0010.44
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2021-20255 year gross return5 year net return
Callan Glidepath 2025 Fund 2012.1311.88
Callan Glidepath 2025 Fund 2512.1211.81
SSgA Target Retirement 2025 Fund Class I11.7511.75
Principal Trust Target 2025 Z0.0011.17
Principal Trust Target 2025 I0.0011.14
Principal Trust Target 2025 I100.0011.03
Principal Trust Target 2025 I250.0010.86
The Vanguard Target Retire 2025 Trust I0.0010.69
Principal Trust Target 2025 Fund R60.0010.68
The Vanguard Target Retire 2025 Trust II0.0010.65
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2026-20301 year gross return1 year net return
Pyramis Core Lifecycle 203012.5611.94
Callan Glidepath 2030 Fund 011.8211.78
Vanguard Target Retire Trust Plus 20300.0011.67
The Vanguard Target Retire 2030 Trust I0.0011.65
The Vanguard Target Retire 2030 Trust II0.0011.60
Callan Glidepath 2030 Fund 2011.8511.60
Callan Glidepath 2030 Fund 2511.9011.58
Callan Glidepath 2030 Fund 7012.0211.19
Principal Trust Target 2030 Z0.0011.12
FMT/Vanguard Target Retirement 2030 R10.0011.11
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2026-20305 year gross return5 year net return
Callan Glidepath 2030 Fund 2012.5512.30
Callan Glidepath 2030 Fund 2512.5912.28
SSgA Target Retirement 2030 Fund Class I12.1912.19
Principal Trust Target 2030 Z0.0011.65
Principal Trust Target 2030 I0.0011.59
Principal Trust Target 2030 I100.0011.48
Startrack 2030 Fundˆ&Copy;11.4811.48
The Vanguard Target Retire 2030 Trust I0.0011.32
Principal Trust Target 2030 I250.0011.31
The Vanguard Target Retire 2030 Trust II0.0011.27
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2031-20351 year gross return1 year net return
Pyramis Core Lifecycle 203513.1512.52
Vanguard Target Retire Trust Plus 20350.0012.34
The Vanguard Target Retire 2035 Trust I0.0012.30
The Vanguard Target Retire 2035 Trust II0.0012.29
Callan Glidepath 2035 Fund 012.0512.02
Callan Glidepath 2035 Fund 2012.0911.83
Callan Glidepath 2035 Fund 2512.1111.80
FMT/Vanguard Target Retirement 2035 R10.0011.80
Principal Trust Target 2035 Z0.0011.67
Principal Trust Target 2035 I0.0011.58
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2031-20355 year gross return5 year net return
Callan Glidepath 2035 Fund 2012.7212.46
Callan Glidepath 2035 Fund 2512.7412.43
SSgA Target Retirement 2035 Fund Class I12.3012.30
Principal Trust Target 2035 Z0.0012.01
Comerica Destination Fund 2035 Instl Cl12.0012.00
Principal Trust Target 2035 I0.0011.98
The Vanguard Target Retire 2035 Trust I0.0011.91
The Vanguard Target Retire 2035 Trust II0.0011.88
Principal Trust Target 2035 I100.0011.87
Principal Trust Target 2035 I250.0011.69
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2036-20401 year gross return1 year net return
The Vanguard Target Retire 2040 Trust I0.0012.83
Vanguard Target Retire Trust Plus 20400.0012.82
The Vanguard Target Retire 2040 Trust II0.0012.78
Pyramis Core Lifecycle 204013.2412.61
FMT/Vanguard Target Retirement 2040 R10.0012.27
Principal Trust Target 2040 Z0.0012.14
Principal Trust Target 2040 I0.0012.06
Principal Trust Target 2040 I100.0011.96
Callan Glidepath 2040 Fund 011.9911.95
Callan Glidepath 2040 Fund 2012.0311.77
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2036-20405 year gross return5 year net return
Callan Glidepath 2040 Fund 2012.7412.47
Callan Glidepath 2040 Fund 2512.7312.40
Pyramis Core Lifecycle 204013.0112.39
SSgA Target Retirement 2040 Fund Class I16.3712.38
Principal Trust Target 2040 Z0.0012.37
Principal Trust Target 2040 I0.0012.30
The Vanguard Target Retire 2040 Trust I0.0012.23
Principal Trust Target 2040 I100.0012.19
The Vanguard Target Retire 2040 Trust II0.0012.18
Principal Trust Target 2040 I250.0012.02
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2041-20451 year gross return1 year net return
Vanguard Target Retire Trust Plus 20450.0012.85
The Vanguard Target Retire 2045 Trust I0.0012.82
The Vanguard Target Retire 2045 Trust II0.0012.79
Pyramis Core Lifecycle 204513.2812.66
Principal Trust Target 2045 Z0.0012.35
FMT/Vanguard Target Retirement 2045 R10.0012.33
Principal Trust Target 2045 I0.0012.31
Principal Trust Target 2045 I100.0012.21
Schwab Indexed Retirement Tr Fd 2045 I0.0012.07
Principal Trust Target 2045 I250.0012.03
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2041-20455 year gross return5 year net return
Comerica Destination Fund 2045 Instl Cl12.6712.67
Principal Trust Target 2045 Z0.0012.65
Principal Trust Target 2045 I0.0012.61
Principal Trust Target 2045 I100.0012.50
Callan Glidepath 2045 Fund 2012.7512.49
Callan Glidepath 2045 Fund 2512.7712.44
SSgA Target Retirement 2045 Fund Class I12.4112.38
Principal Trust Target 2045 I250.0012.33
The Vanguard Target Retire 2045 Trust I0.0012.24
The Vanguard Target Retire 2045 Trust II0.0012.19
Source: Morningstar Separate Account/CIT Fund Database

Retirement Income1 year gross return1 year net return
Voya Target Solution Income Trust0.007.51
Manning & Napier RT Income CIT Class I8.047.30
Reliance Trst Risk-Mgd Retire Incm Trst0.007.12
Manning & Napier RT Income CIT Class S8.057.00
Vanguard Target Retire Trust Plus Income0.006.59
The Vanguard Target Retire Inc Trust I0.006.58
BlackRock LifePath Index Retirement 356.726.55
The Vanguard Target Retire Incm Trust II0.006.55
LifePathˆ® Index Retirement Fund F6.736.52
LifePathˆ® Retirement Fund F7.006.48
Source: Morningstar Separate Account/CIT Fund Database

Retirement Income5 year gross return5 year net return
LifePathˆ® Retirement Fund F7.737.19
LifePathˆ® Index Retirement Fund F7.317.10
The Retire Fundsâ„¢ Retire Income Fd Cl I0.007.08
SSgA Target Retirement Income Fund Cl I7.087.08
The Vanguard Target Retire Inc Trust I0.007.06
The Vanguard Target Retire Incm Trust II0.007.01
FMT/Russell Life Points In Retirement R10.006.78
Strategic Target Income Fund Class II0.006.78
Manning & Napier RT Income CIT Class I7.516.77
The Retire Fundsâ„¢ Retire Income Fd Cl II0.006.73
Source: Morningstar Separate Account/CIT Fund Database
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