Top performing managers by category: separate accounts, 2nd Quarter 2015


Large Blend1 year gross return1 year net return
Cookson Peirce All-Cap Equity Model19.2318.06
Sadoff Growth17.1816.07
MFS Systematic Core Equity14.3713.65
Main Management Active - US Large Cap14.0413.48
Lazard U.S. Equity Concentrated14.1413.43
Symphony Low Volatility Equity10.6212.99
Crossvault Taxable Equity Growth13.4612.52
Palouse Capital Large-Cap Value12.9712.43
Acadian U.S. Managed Volatility Eq Comp12.7412.39
Hilliard Lyons Large Cap Equity13.5912.19
Source: Morningstar Separate Account/CIT Fund Database

Large Blend5 year gross return5 year net return
LAM U.S. Value Equity - CS23.7921.92
Smead Capital Appreciation22.6921.86
BNY Mellon EB DV Dynamic U.S. Equity21.6921.12
PIMCO RAE Fundamental PLUS21.5920.64
The London Co. Concentrated21.5420.56
Astrop Core 2520.5320.35
Glenmede Large Cap Equity21.1320.25
PIMCO StocksPLUS Absolute Return20.7219.93
Lazard U.S. Equity Concentrated20.4319.73
Wakefield Large Cap Equity21.4719.72
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend1 year gross return1 year net return
RBC GAM Concentrated MidCap Value Equity18.2617.14
Private Capital Value Equity18.0716.81
Golden Small Mid Cap Core (SMID)17.5716.69
Clarkston Capital SMID Composite16.0615.72
RS Long Fund Composite15.6514.36
Triboro All Cap14.3014.30
Summit Inv Mgmt All Cap Core 10014.5812.98
Pyramis Small/Mid Cap Core Composite13.7412.85
Lazard U.S. Mid Cap Equity Concentrated13.9912.81
Ativo Mid Cap14.2212.76
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend5 year gross return5 year net return
Triboro All Cap23.0823.08
Iridian Private Value/ Mid-Cap Equity22.7722.77
SouthernSun SMID Cap Composite22.1321.38
WCM Inv Mgt Smid-Cap Value20.9320.93
Clarkston Capital SMID Composite21.4120.55
Pyramis Small/Mid Cap Core Composite21.4120.49
Zacks Mid-Cap Core Strategy21.3420.45
WellsCap Select Equity21.5420.35
New Amsterdam Md-Cap Active Eq20.2220.16
AT Financial Advisors Corp Mid Cap Core20.6120.09
Source: Morningstar Separate Account/CIT Fund Database

Small Blend1 year gross return1 year net return
Private Capital Management Value Focus25.9324.80
AlphaOne Fundamental Micro Cap Core19.1518.00
Blue Tower Global Value18.9117.88
BMO Microcap Equity - Institutional - SA18.1817.01
BNP Paribas US Small Cap Equity15.8014.96
ClariVest Small Cap Growth15.4514.61
Affinity Small Cap Equity15.3214.60
Pyramis Small Cap Core Composite14.9214.02
Golden Small Cap Equity14.5113.92
ACI US Small Cap14.2313.22
Source: Morningstar Separate Account/CIT Fund Database

Small Blend5 year gross return5 year net return
BMO Microcap Equity - Institutional - SA24.5523.32
Affinity Small Cap Equity22.8922.15
Great Lakes - Disciplined SR SMidCap21.5522.04
QMA US Small Cap Core Equity22.4721.67
BRC Small Cap Diversified Equity23.0321.64
Numeric Investors SMID Growth22.4921.41
NorthPointe Capital Micro Cap Value22.0121.37
Private Capital Management Value Focus22.5321.21
PGI U.S. Small-Cap Select Equity22.1221.19
Numeric Investors Small Cap Growth22.1621.08
Source: Morningstar Separate Account/CIT Fund Database

Large Growth1 year gross return1 year net return
Mazama Select Growth20.2119.29
Polen Focus Growth19.0318.46
Janus Concentrated Growth18.4117.78
AB US Large Cap Growth Equity18.6917.76
MFS Systematic Growth Eq18.1217.40
WestEnd Advisors Large Cap Core Equity17.7217.32
Columbia Large Cap Growth17.9117.16
Gilman Hill Disciplined Growth Comp18.0116.84
Logan Growth17.4416.51
Kayne Anderson Rudnick LC Sustain Growth17.1216.29
Source: Morningstar Separate Account/CIT Fund Database

Large Growth5 year gross return5 year net return
ClearBridge Aggressive Growth24.0323.13
Mazama Select Growth23.3222.42
S&P Competitive Advantage22.2021.90
Cupps Capital Concentrated Growth22.5621.86
Sands Select Growth Equity22.3921.72
Cupps Capital Large Cap Growth22.1421.69
Cupps Capital All Cap Growth22.3721.47
Edgewood Mgt Lg-Cap Gr22.3221.27
Munder Multi-Capitalization (Munder)21.9921.25
Nicholas Multi-Cap Growth Equity22.2721.07
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth1 year gross return1 year net return
Mazama Small-Mid Cap Growth27.0825.98
Kayne Anderson Rud MC Core19.4318.43
ClariVest Mid Cap Growth18.9118.04
Federated Growth Equity Comp19.5017.78
Confluence Value Opportunities19.3117.51
Curran Mid Cap Core Growth Equity18.2517.46
Ranger Mid-Cap Growth18.3217.38
Geneva Advisors Small-Mid Cap Growth18.3317.11
Jackson Square - Smid-Cap Growth-Focus17.4216.57
Revenue VTL Navellier Overall A-10017.0716.50
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth5 year gross return5 year net return
Naylor & Company Core Composite32.6329.82
T. Rowe Price US Small-Cap Growth Equity24.0923.17
MDT Mid Cap Growth23.4722.26
Congress Asset Mgt Md-Cap Gr22.7822.13
Chartwell Mid Cap Growth Wrap22.3722.04
Ranger Mid Cap Equity Focused21.9821.98
Essex Inv Mgt Research Strategy22.8821.71
ClariVest Mid Cap Growth22.2721.37
Pinnacle Concentrated SMID22.5521.35
Mazama Small-Mid Cap Growth22.1821.25
Source: Morningstar Separate Account/CIT Fund Database

Small Growth1 year gross return1 year net return
Mazama Emerging Small Cap Growth37.6936.43
Navellier Small Cap Growth Wrap28.6127.06
RS Small Cap Growth25.4224.40
Emerald Small Cap Growth25.4024.18
LMCG SMID Cap Grth23.3622.27
Boston Advisors Small Cap Growth Equity22.7521.64
Lebenthal Lisanti Small Cap Growth Comp20.9220.41
LMCG Small Cap Grth20.5919.55
Friess Small Cap Growth20.4419.23
PPCM Small-Cap Eq Comp19.8719.17
Source: Morningstar Separate Account/CIT Fund Database

Small Growth5 year gross return5 year net return
Mazama Emerging Small Cap Growth27.2026.13
Granahan Inv Mgt - Sm Cap Focused Grth25.6024.67
Rice Hall James Small Cap Opportunities25.0224.11
Allianz US Ultra Micro Cap25.1823.91
Renaissance Small Cap Growth24.2123.28
Emerald Small Cap Growth24.3523.13
Granahan Inv Mgt Small Cap Discoveries23.4422.98
Peregrine Capital Mgt Sm-Cap Growth Eq23.6922.74
Essex Inv Mgt Micro Cap Growth23.8222.62
12th Street Small Cap Value23.7622.57
Source: Morningstar Separate Account/CIT Fund Database

Large Value1 year gross return1 year net return
MFS Systematic Value Equity14.0813.36
WEDGE Large Cap Value13.4312.60
Acadian U.S. Equity Composite12.9912.46
Levin Capital Strategies Large Cap Conc13.3212.20
Diamond Hill Select Equity12.6512.09
S&P Intrinsic Value11.6511.38
Analytic Investors US Low Volatility11.2611.04
Numeric Investors Large Core11.5311.03
Numeric Investors Core Numeric11.6910.86
AJO Large Cap10.9210.58
Source: Morningstar Separate Account/CIT Fund Database

Large Value5 year gross return5 year net return
PIMCO StocksPLUS Long Duration24.9624.35
S&P Intrinsic Value22.1821.88
S&P 420.9820.68
Hotchkis & Wiley Value Opp Strgy21.4620.57
Brandywine Dynamic Large Cap Value21.2320.34
Numeric Investors Large Core20.8220.19
Numeric Investors Core Numeric20.8119.92
Snow Capital Mgt Focused Value20.7019.83
RIM High Income Dividend Yield Portfolio19.6719.67
AJO Large Cap19.9119.61
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value1 year gross return1 year net return
WEDGE Mid-Cap Value11.3010.49
RBC GAM Mid Cap Value Equity11.1910.24
Smith Graham Mid-Cap Value10.369.54
Boston Partners Mid-Cap Value Equity9.669.28
Smith Graham SMID (Small/Mid) Cap Value9.468.64
Neuberger Berman Mid Cap Intrinsic Value9.318.50
Martingale MidCap Core9.238.47
Runde Small/Mid-Cap Core8.828.22
WEDGE Small-Mid Cap Value8.897.98
Anchor Mid Cap Value Institutional8.347.65
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value5 year gross return5 year net return
LAM U.S. Value Equity – EQ24.1421.96
Smith Graham Mid-Cap Value21.9021.01
Boston Partners Mid-Cap Value Equity21.2720.59
BRC Mid Cap Diversified Equity21.5420.51
Hotchkis & Wiley Md-Cap Val21.3320.50
Brandes U.S. Mid-Cap Value Equity21.2820.19
Martingale MidCap Core21.0120.18
LSV Asset Mgt Md-Cap Val Eq20.7220.00
AJO Mid Cap20.0819.85
BMO Disciplined Mid-Cap Value20.5919.51
Source: Morningstar Separate Account/CIT Fund Database

Small Value1 year gross return1 year net return
North Loop Micro Cap Composite13.4912.10
Analytic Small-Mid Cap Equity11.1810.63
DRS Value10.789.65
O'Shaughnessy Micro Cap10.349.25
Signia Micro Cap Value Equity9.939.25
GlobeFlex U.S. Micro Cap Equity Cmpst10.199.23
North Loop All Small Cap Composite9.549.07
PNC Cap Adv Structured Small Cap Value9.979.01
Donald Smith & Co. Micro Cap Val Eq10.208.91
Brandes US Sm Cap Eq Single ADR NonComp9.248.70
Source: Morningstar Separate Account/CIT Fund Database

Small Value5 year gross return5 year net return
Analytic Small-Mid Cap Equity25.0224.08
O'Shaughnessy Micro Cap24.3622.89
GlobeFlex U.S. Micro Cap Equity Cmpst23.6922.60
MDT Sm-Cap Val22.6221.42
Cooke & Bieler Small Cap Value Equity21.8220.73
Hotchkis & Wiley Sm-Cap Val21.1420.35
CornerCap Fundametrics Small21.1520.32
ClariVest Small Cap Value20.4519.75
Frontier Small Cap Value20.7419.60
Snow Capital Mgt Small Cap Value Eq20.6419.50
Source: Morningstar Separate Account/CIT Fund Database

Bear Market1 year gross return1 year net return
Optimus Global Advantage All Asset5.545.01
Optimus Global Advantage Plus3.312.80
Leuthold AdvantHedge-3.87-4.83
Federated Alternative Bear Equity Comp-11.50-12.83
Source: Morningstar Separate Account/CIT Fund Database

Bear Market5 year gross return5 year net return
Federated Alternative Bear Equity Comp-15.54-16.82
Leuthold AdvantHedge-16.34-17.22
Optimus Global Advantage All Asset0.000.00
Optimus Global Advantage Plus0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Financial1 year gross return1 year net return
ZPR Volume Value15.4913.61
Davis Financial Product11.0910.49
RevenueShares VTL Financial Index9.188.64
ZPR Volume Winners5.313.53
McKinley Business Development Corp0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Financial5 year gross return5 year net return
Davis Financial Product15.5815.00
RevenueShares VTL Financial Index14.7914.22
ZPR Volume Value0.000.00
ZPR Volume Winners0.000.00
McKinley Business Development Corp0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Health1 year gross return1 year net return
Kopp AccruHealth32.1930.38
Financial Trust Health Value31.1329.52
Source: Morningstar Separate Account/CIT Fund Database

Health5 year gross return5 year net return
Kopp AccruHealth31.9430.57
Financial Trust Health Value27.3025.72
Source: Morningstar Separate Account/CIT Fund Database

Natural Resources1 year gross return1 year net return
NBC Equity Income Strategy-0.36-0.86
Wellington Global Agriculture-0.67-1.64
NBW Capital Growth & Income-4.09-5.09
BP Capital TwinLine MLP-7.98-9.90
CLS Active Real-12.03-12.35
BP Capital TwinLine Energy-13.77-15.16
Boston Global Natural Resources Equity-14.63-15.31
NB Rachlin Income Plus (PAM)-16.71-17.97
Geneva Advisors Natural Resources Cmpst-18.41-19.25
Cohen & Steers Natural Resources-19.18-19.76
Source: Morningstar Separate Account/CIT Fund Database

Natural Resources5 year gross return5 year net return
BP Capital TwinLine MLP22.2219.80
NBW Capital Growth & Income18.6117.52
NBC Equity Income Strategy15.6415.07
NB Rachlin Income Plus (PAM)15.9814.27
Wellington Global Agriculture8.987.91
Boston Global Natural Resources Equity5.985.16
Sandhill Hard Asset3.402.36
SailingStone Global Natural Resources0.82-0.28
Newgate Global Resources SMA Retail-0.38-1.26
Investec Global Natural Res Composite-0.52-1.35
Source: Morningstar Separate Account/CIT Fund Database

Equity Precious Metals1 year gross return1 year net return
AIS TAAP-11.57-12.42
GAMCO Gold-28.80-29.56
WellsCap Precious Metals-32.67-33.33
Source: Morningstar Separate Account/CIT Fund Database

Equity Precious Metals5 year gross return5 year net return
AIS TAAP0.37-0.59
GAMCO Gold-13.80-14.72
WellsCap Precious Metals-15.03-15.85
Source: Morningstar Separate Account/CIT Fund Database

Real Estate1 year gross return1 year net return
Chilton Capital REIT10.289.31
Heitman US Focused Wilshire9.779.02
Heitman US Diversified Wilshire8.488.07
Adelante Total Return Strategy Composite8.267.81
Baron Real Estate Strategy8.777.71
Wellington Real Estate Securities8.477.69
Adelante Total Return Fund LLC8.357.23
PGI Real Estate Equity Securities7.326.74
AEW U.S. Long/Short REIT Strategy7.156.39
Cohen & Steers Realty Focus7.126.17
Source: Morningstar Separate Account/CIT Fund Database

Real Estate5 year gross return5 year net return
Baron Real Estate Strategy24.0923.31
Chilton Capital REIT18.1517.14
Real Estate Mgt Svcs Real Est Val Port17.3516.72
Brookfield US Value Income REIT17.2916.67
Wellington Real Estate Securities16.5815.72
Heitman US Focused Wilshire16.3315.54
CenterSquare REIT Separate Account16.0915.54
Heitman US Diversified Wilshire15.9415.45
Adelante Total Return Strategy Composite15.9015.42
Cohen & Steers Realty Focus16.2915.25
Source: Morningstar Separate Account/CIT Fund Database

Technology1 year gross return1 year net return
RS Technology Composite12.8111.73
Allianz Global Technology Equity11.5710.47
MFS Technology Equity11.2010.30
Crabtree Multi-Cap Technology10.129.37
Oak Associates Technology Portfolio5.214.68
Zevenbergen Z/Tech3.712.75
Princeton Young Enterprise Shares (YES)-2.19-3.44
Source: Morningstar Separate Account/CIT Fund Database

Technology5 year gross return5 year net return
Crabtree Multi-Cap Technology22.3721.44
Zevenbergen Z/Tech22.4521.32
MFS Technology Equity19.9218.96
Allianz Global Technology Equity19.7418.62
Oak Associates Technology Portfolio16.4615.77
RS Technology Composite17.0715.62
Princeton Young Enterprise Shares (YES)12.4911.03
Source: Morningstar Separate Account/CIT Fund Database

Utilities1 year gross return1 year net return
Levin Capital Strategies Utilities Yield0.49-0.51
HIS Top 15 Utility-3.19-4.20
MFS Utilities Equity-3.94-4.57
Miller/Howard Infrastructure-5.90-6.84
Reaves Long Term Val(Util/Ener/Infrastr)-7.19-7.68
Miller/Howard – Utilities Plus-8.03-8.95
Miller/Howard – Utilities Plus SMA0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Utilities5 year gross return5 year net return
MFS Utilities Equity15.8015.06
Levin Capital Strategies Utilities Yield15.9414.79
Miller/Howard – Utilities Plus15.4214.28
Reaves Long Term Val(Util/Ener/Infrastr)14.2313.64
Miller/Howard Infrastructure12.9111.80
HIS Top 15 Utility0.000.00
Miller/Howard – Utilities Plus SMA0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Equity Energy1 year gross return1 year net return
SL Advisors MLP Strategy-5.29-5.98
Miller/Howard High-Yield Equity-7.54-8.47
NBC Energy Infrastructure Portfolio-12.73-13.17
Tortoise Select Energy Opportunity-16.40-17.25
Miller/Howard Drill Bit Burn Tipˆ®-20.40-21.21
Miller/Howard Drill Bit Burn Tipˆ® No K1s-22.06-22.86
Baron Energy and Resources Strategy-25.61-26.15
Orleans Energy Opportunities-29.03-29.76
TMG Energy Equity-29.58-30.08
Texan Capital Energy Equity Portfolio-30.62-31.18
Source: Morningstar Separate Account/CIT Fund Database

Equity Energy5 year gross return5 year net return
SL Advisors MLP Strategy20.5520.07
NBC Energy Infrastructure Portfolio14.2513.68
Miller/Howard High-Yield Equity13.9412.82
TMG Energy Equity7.706.94
Orleans Energy Opportunities6.645.58
Texan Capital Energy Equity Portfolio6.075.28
Tortoise Select Energy Opportunity0.000.00
Miller/Howard Drill Bit Burn Tipˆ®0.000.00
Miller/Howard Drill Bit Burn Tipˆ® No K1s0.000.00
Baron Energy and Resources Strategy0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Aggressive Allocation1 year gross return1 year net return
Niemann Risk Managed15.1712.95
PFS Dorsey Wright Tactical Tilt Agg11.6311.35
Nuveen Stable Gr Bal Advsr Spnsrd10.557.30
Main Management All Asset Global Balance7.607.09
Clark Navigator Style Preferred Core7.266.89
AB MA Strategic Research Bal-CISH9.456.26
CCM Core Balanced6.765.97
WST Asset Manager - U.S. Equity7.145.82
Clark Navigator MultiStrategy 75-25(SAI)6.145.77
Rothschild US Balanced Muni Tax-Exempt6.305.63
Source: Morningstar Separate Account/CIT Fund Database

Aggressive Allocation5 year gross return5 year net return
Vanguard CRSP 100% Equity Model14.5014.50
Hancock Horizon Aggressive Model13.9113.91
Wealthcare Growth15.1513.86
ASAP Aggressive Growth Strategy13.7013.45
MIS Agg Growth Strategy - Taxable-BNY15.1313.42
S&P Capital Appreciation Qual ETF EnhGr13.5513.38
MIS Agg Growth Strategy - Taxable-NFS13.4013.32
CLS American Funds Agg Growth 8513.5013.22
GLOBALT innovat ETF Stratg Hig Gro Wrap13.4213.19
S&P Capital Appreciation ETF EnhGrwth13.3513.18
Source: Morningstar Separate Account/CIT Fund Database

Bank Loan1 year gross return1 year net return
CION Investment Corporation7.637.63
DDJ GBP-denominated Opportunistic Loan4.513.86
Post Senior Loan Composite4.103.58
Federated Bank Loan Composite3.713.20
T. Rowe Price Floating Rate Bank Loan3.412.90
Voya Senior Loan3.412.88
Loomis Sayles Sr Floating Rate and FI3.192.66
Babson U.S. Bank Loans3.162.65
Pioneer Bank Loan Composite2.842.34
NB Gbl Senior Floating Rate Loans ISA2.842.28
Source: Morningstar Separate Account/CIT Fund Database

Bank Loan5 year gross return5 year net return
3i US Senior Loan Composite7.326.55
Invesco Zodiac US Senior Loan Composite6.896.29
Columbia Bank Loan Strategy6.846.25
Voya Senior Loan6.465.90
Franklin Bank Loans Separate Acct Comp6.165.79
Newfleet Floating Rate Composite6.335.70
Babson U.S. Bank Loans6.195.66
Stone Harbor Leveraged Loans5.845.53
T. Rowe Price Floating Rate Bank Loan6.015.47
PGI Bank Loans6.015.44
Source: Morningstar Separate Account/CIT Fund Database

Small Value1 year gross return1 year net return
North Loop Micro Cap Composite13.4912.10
Analytic Small-Mid Cap Equity11.1810.63
DRS Value10.789.65
O'Shaughnessy Micro Cap10.349.25
Signia Micro Cap Value Equity9.939.25
GlobeFlex U.S. Micro Cap Equity Cmpst10.199.23
North Loop All Small Cap Composite9.549.07
PNC Cap Adv Structured Small Cap Value9.979.01
Donald Smith & Co. Micro Cap Val Eq10.208.91
Brandes US Sm Cap Eq Single ADR NonComp9.248.70
Source: Morningstar Separate Account/CIT Fund Database

Small Value5 year gross return5 year net return
Analytic Small-Mid Cap Equity25.0224.08
O'Shaughnessy Micro Cap24.3622.89
GlobeFlex U.S. Micro Cap Equity Cmpst23.6922.60
MDT Sm-Cap Val22.6221.42
Cooke & Bieler Small Cap Value Equity21.8220.73
Hotchkis & Wiley Sm-Cap Val21.1420.35
CornerCap Fundametrics Small21.1520.32
ClariVest Small Cap Value20.4519.75
Frontier Small Cap Value20.7419.60
Snow Capital Mgt Small Cap Value Eq20.6419.50
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value1 year gross return1 year net return
WEDGE Mid-Cap Value11.3010.49
RBC GAM Mid Cap Value Equity11.1910.24
Smith Graham Mid-Cap Value10.369.54
Boston Partners Mid-Cap Value Equity9.669.28
Smith Graham SMID (Small/Mid) Cap Value9.468.64
Neuberger Berman Mid Cap Intrinsic Value9.318.50
Martingale MidCap Core9.238.47
Runde Small/Mid-Cap Core8.828.22
WEDGE Small-Mid Cap Value8.897.98
Anchor Mid Cap Value Institutional8.347.65
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Value5 year gross return5 year net return
LAM U.S. Value Equity – EQ24.1421.96
Smith Graham Mid-Cap Value21.9021.01
Boston Partners Mid-Cap Value Equity21.2720.59
BRC Mid Cap Diversified Equity21.5420.51
Hotchkis & Wiley Md-Cap Val21.3320.50
Brandes U.S. Mid-Cap Value Equity21.2820.19
Martingale MidCap Core21.0120.18
LSV Asset Mgt Md-Cap Val Eq20.7220.00
AJO Mid Cap20.0819.85
BMO Disciplined Mid-Cap Value20.5919.51
Source: Morningstar Separate Account/CIT Fund Database

Large Value1 year gross return1 year net return
MFS Systematic Value Equity14.0813.36
WEDGE Large Cap Value13.4312.60
Acadian U.S. Equity Composite12.9912.46
Levin Capital Strategies Large Cap Conc13.3212.20
Diamond Hill Select Equity12.6512.09
S&P Intrinsic Value11.6511.38
Analytic Investors US Low Volatility11.2611.04
Numeric Investors Large Core11.5311.03
Numeric Investors Core Numeric11.6910.86
AJO Large Cap10.9210.58
Source: Morningstar Separate Account/CIT Fund Database

Large Value5 year gross return5 year net return
PIMCO StocksPLUS Long Duration24.9624.35
S&P Intrinsic Value22.1821.88
S&P 420.9820.68
Hotchkis & Wiley Value Opp Strgy21.4620.57
Brandywine Dynamic Large Cap Value21.2320.34
Numeric Investors Large Core20.8220.19
Numeric Investors Core Numeric20.8119.92
Snow Capital Mgt Focused Value20.7019.83
RIM High Income Dividend Yield Portfolio19.6719.67
AJO Large Cap19.9119.61
Source: Morningstar Separate Account/CIT Fund Database

Small Growth1 year gross return1 year net return
Mazama Emerging Small Cap Growth37.6936.43
Navellier Small Cap Growth Wrap28.6127.06
RS Small Cap Growth25.4224.40
Emerald Small Cap Growth25.4024.18
LMCG SMID Cap Grth23.3622.27
Boston Advisors Small Cap Growth Equity22.7521.64
Lebenthal Lisanti Small Cap Growth Comp20.9220.41
LMCG Small Cap Grth20.5919.55
Friess Small Cap Growth20.4419.23
PPCM Small-Cap Eq Comp19.8719.17
Source: Morningstar Separate Account/CIT Fund Database

Small Growth5 year gross return5 year net return
Mazama Emerging Small Cap Growth27.2026.13
Granahan Inv Mgt - Sm Cap Focused Grth25.6024.67
Rice Hall James Small Cap Opportunities25.0224.11
Allianz US Ultra Micro Cap25.1823.91
Renaissance Small Cap Growth24.2123.28
Emerald Small Cap Growth24.3523.13
Granahan Inv Mgt Small Cap Discoveries23.4422.98
Peregrine Capital Mgt Sm-Cap Growth Eq23.6922.74
Essex Inv Mgt Micro Cap Growth23.8222.62
12th Street Small Cap Value23.7622.57
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth1 year gross return1 year net return
Mazama Small-Mid Cap Growth27.0825.98
Kayne Anderson Rud MC Core19.4318.43
ClariVest Mid Cap Growth18.9118.04
Federated Growth Equity Comp19.5017.78
Confluence Value Opportunities19.3117.51
Curran Mid Cap Core Growth Equity18.2517.46
Ranger Mid-Cap Growth18.3217.38
Geneva Advisors Small-Mid Cap Growth18.3317.11
Jackson Square - Smid-Cap Growth-Focus17.4216.57
Revenue VTL Navellier Overall A-10017.0716.50
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Growth5 year gross return5 year net return
Naylor & Company Core Composite32.6329.82
T. Rowe Price US Small-Cap Growth Equity24.0923.17
MDT Mid Cap Growth23.4722.26
Congress Asset Mgt Md-Cap Gr22.7822.13
Chartwell Mid Cap Growth Wrap22.3722.04
Ranger Mid Cap Equity Focused21.9821.98
Essex Inv Mgt Research Strategy22.8821.71
ClariVest Mid Cap Growth22.2721.37
Pinnacle Concentrated SMID22.5521.35
Mazama Small-Mid Cap Growth22.1821.25
Source: Morningstar Separate Account/CIT Fund Database

Large Growth1 year gross return1 year net return
Mazama Select Growth20.2119.29
Polen Focus Growth19.0318.46
Janus Concentrated Growth18.4117.78
AB US Large Cap Growth Equity18.6917.76
MFS Systematic Growth Eq18.1217.40
WestEnd Advisors Large Cap Core Equity17.7217.32
Columbia Large Cap Growth17.9117.16
Gilman Hill Disciplined Growth Comp18.0116.84
Logan Growth17.4416.51
Kayne Anderson Rudnick LC Sustain Growth17.1216.29
Source: Morningstar Separate Account/CIT Fund Database

Large Growth5 year gross return5 year net return
ClearBridge Aggressive Growth24.0323.13
Mazama Select Growth23.3222.42
S&P Competitive Advantage22.2021.90
Cupps Capital Concentrated Growth22.5621.86
Sands Select Growth Equity22.3921.72
Cupps Capital Large Cap Growth22.1421.69
Cupps Capital All Cap Growth22.3721.47
Edgewood Mgt Lg-Cap Gr22.3221.27
Munder Multi-Capitalization (Munder)21.9921.25
Nicholas Multi-Cap Growth Equity22.2721.07
Source: Morningstar Separate Account/CIT Fund Database

Small Blend1 year gross return1 year net return
Private Capital Management Value Focus25.9324.80
AlphaOne Fundamental Micro Cap Core19.1518.00
Blue Tower Global Value18.9117.88
BMO Microcap Equity - Institutional - SA18.1817.01
BNP Paribas US Small Cap Equity15.8014.96
ClariVest Small Cap Growth15.4514.61
Affinity Small Cap Equity15.3214.60
Pyramis Small Cap Core Composite14.9214.02
Golden Small Cap Equity14.5113.92
ACI US Small Cap14.2313.22
Source: Morningstar Separate Account/CIT Fund Database

Small Blend5 year gross return5 year net return
BMO Microcap Equity - Institutional - SA24.5523.32
Affinity Small Cap Equity22.8922.15
Great Lakes - Disciplined SR SMidCap21.5522.04
QMA US Small Cap Core Equity22.4721.67
BRC Small Cap Diversified Equity23.0321.64
Numeric Investors SMID Growth22.4921.41
NorthPointe Capital Micro Cap Value22.0121.37
Private Capital Management Value Focus22.5321.21
PGI U.S. Small-Cap Select Equity22.1221.19
Numeric Investors Small Cap Growth22.1621.08
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend1 year gross return1 year net return
RBC GAM Concentrated MidCap Value Equity18.2617.14
Private Capital Value Equity18.0716.81
Golden Small Mid Cap Core (SMID)17.5716.69
Clarkston Capital SMID Composite16.0615.72
RS Long Fund Composite15.6514.36
Triboro All Cap14.3014.30
Summit Inv Mgmt All Cap Core 10014.5812.98
Pyramis Small/Mid Cap Core Composite13.7412.85
Lazard U.S. Mid Cap Equity Concentrated13.9912.81
Ativo Mid Cap14.2212.76
Source: Morningstar Separate Account/CIT Fund Database

Mid-Cap Blend5 year gross return5 year net return
Triboro All Cap23.0823.08
Iridian Private Value/ Mid-Cap Equity22.7722.77
SouthernSun SMID Cap Composite22.1321.38
WCM Inv Mgt Smid-Cap Value20.9320.93
Clarkston Capital SMID Composite21.4120.55
Pyramis Small/Mid Cap Core Composite21.4120.49
Zacks Mid-Cap Core Strategy21.3420.45
WellsCap Select Equity21.5420.35
New Amsterdam Md-Cap Active Eq20.2220.16
AT Financial Advisors Corp Mid Cap Core20.6120.09
Source: Morningstar Separate Account/CIT Fund Database

Large Blend1 year gross return1 year net return
Cookson Peirce All-Cap Equity Model19.2318.06
Sadoff Growth17.1816.07
MFS Systematic Core Equity14.3713.65
Main Management Active - US Large Cap14.0413.48
Lazard U.S. Equity Concentrated14.1413.43
Symphony Low Volatility Equity10.6212.99
Crossvault Taxable Equity Growth13.4612.52
Palouse Capital Large-Cap Value12.9712.43
Acadian U.S. Managed Volatility Eq Comp12.7412.39
Hilliard Lyons Large Cap Equity13.5912.19
Source: Morningstar Separate Account/CIT Fund Database

Large Blend5 year gross return5 year net return
LAM U.S. Value Equity - CS23.7921.92
Smead Capital Appreciation22.6921.86
BNY Mellon EB DV Dynamic U.S. Equity21.6921.12
PIMCO RAE Fundamental PLUS21.5920.64
The London Co. Concentrated21.5420.56
Astrop Core 2520.5320.35
Glenmede Large Cap Equity21.1320.25
PIMCO StocksPLUS Absolute Return20.7219.93
Lazard U.S. Equity Concentrated20.4319.73
Wakefield Large Cap Equity21.4719.72
Source: Morningstar Separate Account/CIT Fund Database

Long/Short Equity1 year gross return1 year net return
Turner Global Medical Sciences Equity29.9727.78
Bluestone Elite10.9510.41
QMA US Core Equity Extended9.799.08
IRON S&P 500 Equity Plus9.318.77
Alger Dynamic Opportunities9.097.71
Acadian Glb Market Neutral Eq (Tax Sens)9.817.18
TAMP US Tactical ETF L/S - PULSE7.516.98
Analytic Global Long/Short Equity7.266.88
Epoch Global Absolute Return8.066.60
TAMP US Tactical ETF L/S – PULSE UMA7.156.28
Source: Morningstar Separate Account/CIT Fund Database

Long/Short Equity5 year gross return5 year net return
QMA US Core Equity Extended20.3719.59
Bluestone Elite20.0319.43
Connors Covered Call15.4314.31
Cinque Partners Large Cap Buy-Write14.4013.43
Turner Global Medical Sciences Equity14.1412.70
Analytic Global Long/Short Equity13.0712.59
Epoch Global Absolute Return13.5612.08
BostonPartners Research Equity Composite12.7711.39
Robinson Market Opportunity12.1111.23
Westport Absolute Total Return Strategy12.6310.87
Source: Morningstar Separate Account/CIT Fund Database

Leveraged Net Long1 year gross return1 year net return
Hillsdale US 130 30 Composite21.5520.65
Martingale Low Volatility 130/30 LC+14.8413.99
Numeric Investors Amplified Core 130/3014.3313.21
Cornerstone US Equity Opportunities13.8413.17
AQR Capital Small Cap Relaxed Constraint14.5213.16
Glenmede Large Cap 130/3011.5410.72
Chicago Equity Large Cap 130/3010.9810.32
Martingale 130/30 LargeCap Growth10.779.95
MFSˆ® Blended Rsrch - US Cor Eq Extension10.679.85
UBS: U.S. Equity Alpha10.629.75
Source: Morningstar Separate Account/CIT Fund Database

Leveraged Net Long5 year gross return5 year net return
Numeric Investors Amplified Core 130/3023.6022.39
Hillsdale US 130 30 Composite22.1621.22
Cornerstone US Equity Opportunities21.0620.24
AQR Capital US Relaxed Constraint 4020.2619.32
Glenmede Large Cap 130/3020.1519.27
Martingale 130/30 LargeCap Growth20.1119.22
MFSˆ® Blended Rsrch - US Cor Eq Extension19.9718.98
Chicago Equity Large Cap 130/3019.5518.85
Boston Partners 130/30 Large Cap Value18.9918.72
AQR Capital Small Cap Relaxed Constraint20.3918.70
Source: Morningstar Separate Account/CIT Fund Database

Market Neutral1 year gross return1 year net return
ArbitrOption Cptl Event-Driven Investing25.8419.56
Cognios Capital Market Neutral Large Cap8.817.36
Numeric Investors US Market Neutral5.524.47
Analytic USMN Systematic Volatility5.444.36
12th Street Asset Management LP5.143.68
SSgA U.S. Equity Market Neutral Strategy4.212.92
Copeland Risk Managed Dividend Growth3.722.72
Swan Defined Risk Strategy All Accounts2.972.46
Swan Defined Risk Strategy2.582.07
SL Advisors Hedged Dividend Capture2.681.91
Source: Morningstar Separate Account/CIT Fund Database

Market Neutral5 year gross return5 year net return
ArbitrOption Cptl Event-Driven Investing41.1937.22
12th Street Asset Management LP20.9217.83
Swan Defined Risk Strategy7.967.16
Swan Defined Risk Strategy All Accounts8.007.13
Numeric Investors US Market Neutral6.505.44
PVG Loss Averse Equity Income4.683.54
SSI Convertible Income4.543.50
Invesco US Market Neutral Equity2.672.12
GAM Absolute Return Bond Strategy2.832.01
American Century US Discp Eq Mkt Neutral3.561.96
Source: Morningstar Separate Account/CIT Fund Database

World Stock1 year gross return1 year net return
Turner Inv Concentrated Global Growth Eq21.3520.45
Morgan Stanley Global Opportunity18.5917.15
Blackcrane Overseas Alpha Composite17.9417.01
Jennison Global Equity Opportunities16.8315.96
DSM Global Focus Equity14.2913.22
Thornburg Global Opportunities Strategy12.7511.89
AB Concentrated Global Growth12.4511.45
Long Term Global Growth11.9211.11
Blackcrane Global Equity11.3310.78
DSM Global Growth and Income Equity11.5010.43
Source: Morningstar Separate Account/CIT Fund Database

World Stock5 year gross return5 year net return
Mittleman Global Value26.1424.32
Copper Rock Global Small Cap21.0119.82
Morgan Stanley Global Opportunity20.5618.95
Allianz Global Small Cap Equity20.0618.78
Wellington Global Perspectives18.9517.90
DSM Global Focus Equity18.9517.83
Thornburg Global Opportunities Strategy18.7917.82
Lazard Global Small Cap Equity18.4817.64
Artisan Global Equity18.6617.50
Franchise Partners - Global Equity18.1617.19
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Value1 year gross return1 year net return
Acadian ADR Non-U.S. Equity Composite9.278.44
AAM Non-US ADR Eq (Model/Envestnet)8.596.95
ClariVest International Core3.712.86
Schroders QEP Global (Ex US) Value-5.381.65
Bailard International Equity EAFE-Plus1.180.83
Trivalent Int’l Core Equity (Munder)0.59-0.07
EP International Equity Unconstrained-0.13-0.44
AB International Value Equity0.32-0.48
Allianz Inter. Managed Volatility-0.99-1.27
AB International Strategic Value-0.49-1.38
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Value5 year gross return5 year net return
Acadian ADR Non-U.S. Equity Composite15.7714.90
Polaris Capital Mgt Polaris Intl Eq15.5814.87
BMO Disciplined International Equity15.6614.74
Lombardia International Equity14.4213.79
ClariVest International Core14.0813.25
TS&W International Equity13.6013.13
Trivalent Int’l Core Equity (Munder)13.6112.98
Systematic International Equity13.7812.80
Federated International ADR MA13.0012.20
Pzena International(ex-U.S.)FocusedValue12.5711.74
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Blend1 year gross return1 year net return
WellsCap EverKey Focused Global Equity20.8619.67
CLS International Rotation Quad5.845.46
Fiduciary Mgt of Milwaukee Intl Comp5.835.06
Lazard International Discounted Assets4.704.22
Cumberland - Intl Equity ETF3.833.34
Accuvest Non US Equity3.813.30
Laffer Investments Glbl Equity Composite3.542.60
Riverfront International Opportunities3.582.51
Gratry International ETF Allocation3.052.41
MFSˆ® International Val Eq2.581.80
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Blend5 year gross return5 year net return
Artisan Non-U.S. Value15.6314.56
Federated EAFE Equity Composite14.8013.95
MFSˆ® International Val Eq14.5413.68
Boston Partners International Equity14.1213.27
Lazard Intl Equity ex-Emerging Markets13.4713.14
Financial Trust Intl ValueMomentum14.4713.05
SGA International Large Cap Core Equity13.9812.85
SGA International All Cap Core Equity13.9612.84
SGA Intl Large Cap Core ADR13.7312.65
TT Intl Inv Mgt Active Intl Eq13.2812.62
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Growth1 year gross return1 year net return
Thornburg International Equity Strategy9.528.80
Wellington International Quality Growth8.958.14
Navellier International Select8.987.06
Jennison Intl Eq Opportunities Cmpst5.595.22
Dorsey Wright Sys Reltv Strength Intl6.504.82
Alger International Growth Composite4.874.14
Marsico Non-Taxable International Growth4.943.84
Burgundy EAFE Composite4.333.56
Nuveen International Gr ADR comp4.373.14
McKinley Capital Intl Non-U.S. Growth3.583.04
Source: Morningstar Separate Account/CIT Fund Database

Foreign Large Growth5 year gross return5 year net return
Navellier International Select19.6317.85
Wellington International Quality Growth18.2517.37
Dorsey Wright Sys Reltv Strength Intl18.9817.11
Lazard Intl Strategic Eq (ACW ex-U.S.)15.4414.64
Lazard International Strategic Equity14.3313.59
Artisan Non-U.S. Growth14.3013.25
Burgundy EAFE Composite13.7512.91
Turner Inv International Growth Equity13.4512.36
OFI Global International Growth13.0312.36
William Blair International Leaders12.7811.82
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Value1 year gross return1 year net return
LMCG Int'l Sm Cap Eq7.336.33
QMA International Small Cap Equity4.303.42
The Boston International Small Cap Eq2.691.77
GlobeFlex International Micro Cap Cmpst2.411.50
NFJ International Small Cap Value2.441.41
GlobeFlex Intl Sm Cp0.820.03
Ativo International ADR1.55-0.26
AQR Capital International Small Cap0.54-0.44
LSV Asset Mgt Intl Sm-Cap Val Eq0.08-0.90
Templeton Intl Sm Cap Eq-0.15-1.08
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Value5 year gross return5 year net return
GlobeFlex International Micro Cap Cmpst17.9816.95
LMCG Int'l Sm Cap Eq16.6815.61
The Boston International Small Cap Eq15.8414.79
ClearBridge International Small Cap15.2614.13
RBC GAM International Equity15.1414.08
LSV Asset Mgt Intl Sm-Cap Val Eq14.8213.73
Acadian Non-U.S. Small-Cap Equity Compst14.5213.67
AQR Capital International Small Cap14.5913.47
Brandes International Small Cap Eq14.3313.36
GlobeFlex Intl Sm Cp14.2213.33
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Growth1 year gross return1 year net return
Brown Capital Intl Small Company Service11.8811.57
EAM International Micro Cap11.599.94
Rainer International Small Cap Equity9.999.14
UBS: Global (ex-US) Small Cap Growth9.628.54
Copper Rock International Small Cap9.037.96
EAM International Small Cap8.487.48
Baring International Small Cap Equity8.357.47
OFI Global International Small Cap7.196.42
Federated NonUS SmallMid Cap Equity Comp7.276.19
Wasatch International Small Cap Growth5.874.72
Source: Morningstar Separate Account/CIT Fund Database

Foreign Small/Mid Growth5 year gross return5 year net return
Oberweis Intl Opportunities23.2422.06
OFI Global International Small Cap20.4119.56
Baring International Small Cap Equity17.3016.32
Allianz International Small Cap Equity17.2415.90
Wasatch International Small Cap Growth16.9215.60
Pinnacle International Small Cap Equity16.4114.94
American Century Non-U.S. Small Cap15.8114.78
Thornburg International Growth Strategy15.6514.61
Copper Rock International Small Cap15.6414.50
Lazard International Small Cap15.2414.10
Source: Morningstar Separate Account/CIT Fund Database

Latin America Stock1 year gross return1 year net return
Financial Trust Latin Value Momentum-10.99-12.09
T. Rowe Price Latin America Equity-21.12-21.83
Morgan Stanley Latin America Equity-23.49-23.80
Aberdeen Latin American Equity-25.77-26.52
Ashmore Latin America Small Cap Equity-33.18-34.25
Source: Morningstar Separate Account/CIT Fund Database

Latin America Stock5 year gross return5 year net return
Financial Trust Latin Value Momentum9.177.82
Aberdeen Latin American Equity-1.43-2.53
Morgan Stanley Latin America Equity-2.67-3.03
Ashmore Latin America Small Cap Equity-2.65-4.13
T. Rowe Price Latin America Equity-4.09-4.92
Source: Morningstar Separate Account/CIT Fund Database

Europe Stock1 year gross return1 year net return
INTECH European Large Cap Core16.6116.02
Numeric Investors Europe Core16.6015.92
BNP Paribas Europe Mid Cap5.905.17
SSgA Europe ex-UK Alpha Strategy3.173.17
Burgundy European Equity Composite0.31-0.64
Wellington Strategic European Equity-0.13-0.86
Pictet Small Cap European Core Comp-0.28-0.98
MFSˆ® European Research Equity-0.65-1.22
Putnam European Core Equity-1.24-2.00
International Tortue Capital-1.08-2.03
Source: Morningstar Separate Account/CIT Fund Database

Europe Stock5 year gross return5 year net return
LA Capital Europe Equity19.6618.89
Numeric Investors Europe Core19.5018.65
Pictet Small Cap European Core Comp16.9516.14
T. Rowe Price Europe Smaller Comp Equity16.9016.04
Wellington Strategic European Equity16.8515.99
INTECH European Large Cap Core16.2515.62
T. Rowe Price Europe Equity15.9215.33
T. Rowe Price Europe ex-UK Equity15.0414.46
Putnam European Core Equity14.9214.00
Burgundy European Equity Composite14.8713.74
Source: Morningstar Separate Account/CIT Fund Database

Japan Stock1 year gross return1 year net return
Burgundy Focus Asian Composite13.4512.61
Daiwa SBI Japan Eq Fundamental Active11.3210.66
Aberdeen Japanese Equity10.169.45
Daiwa SBI Japan Eq MidSm Cap GARP9.919.15
PGI Japanese Equity9.288.66
Brandes Japan Equity9.518.64
Burgundy Asian (All Cap) Composite9.508.42
MFSˆ® Japan Equity8.818.12
Baillie Gifford Japan Growth8.587.93
Japanese All Cap8.357.67
Source: Morningstar Separate Account/CIT Fund Database

Japan Stock5 year gross return5 year net return
Japanese All Cap14.6913.95
Aberdeen Japanese Equity13.2612.32
Acadian Japanese Equity Composite12.5211.69
Baillie Gifford Japan Growth12.3011.55
Burgundy Focus Asian Composite12.2411.40
T. Rowe Price Japan Equity11.7911.13
Daiwa SBI Japan Eq Fundamental Active11.5710.91
Burgundy Asian (All Cap) Composite11.6710.43
MFSˆ® Japan Equity11.0310.29
PGI Japanese Equity10.6810.02
Source: Morningstar Separate Account/CIT Fund Database

Pacific/Asia ex-Japan Stk1 year gross return1 year net return
Morgan Stanley Asia Equity8.217.94
PGI Asia ex-Japan Equity5.665.00
Morgan Stanley Asia Pacific Equity4.273.29
Allianz Total Return Asia Equity4.642.65
T. Rowe Price Asia ex-Japan Equity3.102.24
Allianz Asia-Pfc ex Japan Eq (Core Reg)2.231.30
MFSˆ® Asia ex Japan Equity1.540.78
Baillie Gifford Asia ex Japan Equities0.51-0.17
Investec 4Factor Asia Pacific ex Jap Eq0.27-0.37
MFSˆ® Asia Pacific ex Japan-1.38-2.11
Source: Morningstar Separate Account/CIT Fund Database

Pacific/Asia ex-Japan Stk5 year gross return5 year net return
Baillie Gifford Asia ex Japan Equities12.5211.78
Brandes Asia Pacific ex-Japan Equity12.8211.62
Investec 4Factor Asia Pacific ex Jap Eq11.2110.49
PGI Asia ex-Japan Equity10.019.53
Allianz Total Return Asia Equity11.259.16
Morgan Stanley Asia Equity8.878.60
Allianz Asia-Pfc ex Japan Eq (Core Reg)9.278.51
Pyrford Pacific Basin ex Japan Equity9.038.49
MFSˆ® Asia Pacific ex Japan8.928.08
T. Rowe Price Asia ex-Japan Equity8.717.79
Source: Morningstar Separate Account/CIT Fund Database

Diversified Pacific/Asia1 year gross return1 year net return
Accuvest Asian Advantage14.2613.83
Horizon Asia Institutional11.8210.70
WellsCap Asia Pacific Equity9.929.05
GAM Asia-Pacific Equity5.114.62
Sit Inv Pac Basin4.523.59
Templeton Asia Pacific Eq2.712.09
John Hsu Capital Intl Top-Down Eq2.411.65
Green Inv Mgt Guardian Country2.391.35
ZPR All Asian0.34-0.94
Pyrford Intl Plc Asia Pacific Equity-5.42-5.94
Source: Morningstar Separate Account/CIT Fund Database

Diversified Pacific/Asia5 year gross return5 year net return
ZPR All Asian19.3217.64
Horizon Asia Institutional14.9913.84
Denver Inv Concentrated Intl Small-Cap13.2911.93
WellsCap Asia Pacific Equity12.7011.81
Templeton Asia Pacific Eq11.4910.97
Denver Inv International Small-Cap11.7210.34
Pyrford Intl Plc Asia Pacific Equity10.139.59
John Hsu Capital Intl Top-Down Eq9.168.34
GAM Asia-Pacific Equity8.788.14
Sit Inv Pac Basin8.067.10
Source: Morningstar Separate Account/CIT Fund Database

Diversified Emerging Mkts1 year gross return1 year net return
Oberweis Asia Opport12.7211.39
Ashmore EM Middle East Equity11.409.68
QMA Emerging Markets Small Cap Equity9.978.90
WB&C Emerging Markets Small Cap Growth10.018.82
Expedition EMSC Equity (Victory) Comp7.856.98
Gratry Emerging Market ADR7.326.73
Vontobel Asset Mgt Far East Equity7.435.75
Copper Rock Emerging Markets Small Cap6.495.17
Templeton Emerg Markts SmlCap Composite4.823.56
UBS: Emerging Markets Equity5.253.49
Source: Morningstar Separate Account/CIT Fund Database

Diversified Emerging Mkts5 year gross return5 year net return
Ashmore EM Middle East Equity21.4219.59
Numeric Investors Emerging Markets Alpha14.0112.77
Expedition EMSC Equity (Victory) Comp12.8511.77
HSBC Emging Mkts Eq - New Frontiers13.0411.65
Financial Trust Asia ValueMomentum11.8010.41
Acadian Frontier Markets Equity Compst12.0310.39
Morgan Stanley Frontier Emerging Markets11.899.79
Ashmore EM Frontier Markets Equity10.809.47
Aberdeen Asia Pacific ex Jpn Eq - Sm Cap10.529.14
WellsCap Emerging Markets Equity Income10.178.97
Source: Morningstar Separate Account/CIT Fund Database

Global Real Estate1 year gross return1 year net return
PGI Core Real Estate Property15.1113.80
Presima Concentrated Composite5.084.35
Third Avenue Real Estate Value Equity5.093.91
PGI Global Real Estate Securities3.703.15
Adelante Global Strategy Composite3.532.93
Brookfield Global Real Estate Secrt (L)3.462.85
Cornerstone Global RE Securities3.162.77
Brookfield Glbl Rl Estt Secs Alpha Strat3.302.77
Duff&Phelps Glbl Real Estate Securities3.462.64
Heitman Global Diversified Rental3.192.60
Source: Morningstar Separate Account/CIT Fund Database

Global Real Estate5 year gross return5 year net return
Brookfield Global Real Estate Secrt (L)16.5815.87
Brookfield Glbl Rl Estt Secs Alpha Strat15.8615.09
Third Avenue Real Estate Value Equity15.7314.44
Heitman Global Focused Developed14.8014.28
Adelante Global Strategy Composite15.0014.21
Cohen & Steers European Real Estate Secs15.0114.13
PGI Core Real Estate Property15.3614.09
Duff&Phelps Glbl Real Estate Securities14.9614.04
Heitman Global Diversified Rental14.7014.03
PGI Global Real Estate Securities14.5313.87
Source: Morningstar Separate Account/CIT Fund Database

World Bond1 year gross return1 year net return
Western Asset Mgt UK Core Full9.349.17
CC&L Core Bond Composite5.945.63
Western Asset Mgt Euro Core Full Discr5.055.17
PIMCO Non US Hedged4.934.42
Eaton Vance Global Macro5.024.15
Standish Euro Core Plus Fixed Income4.174.01
OFI Global Cat Bond4.673.67
PIMCO Global Aggregate Hedged4.003.62
PIMCO Global Government Hedged4.113.60
Payden & Rygel Global Bond Hedged3.893.57
Source: Morningstar Separate Account/CIT Fund Database

World Bond5 year gross return5 year net return
Stone Harbor Glbl High Yield Comp 70/307.597.11
Western Asset Mgt UK Core Full7.246.96
Templeton Global Multisector Plus Comp7.476.75
Stone Harbor Global High Yield 50/507.106.68
Muzinich & Co., Glbl High Yld7.736.66
PIMCO Diversified Income7.186.44
OFI Global Cat Bond7.236.21
Prudential Global Aggregate Plus6.325.97
PIMCO Non US Hedged6.375.86
Standish Euro Core Plus Fixed Income5.945.76
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond1 year gross return1 year net return
Pyramis High Yield CMBS Composite6.045.29
TCW Opportunistic MBS4.223.49
Shenkman Capital Short Dur Hi Inc Strat4.023.17
UBS: U.S. High Yield Bond3.633.12
Optimus Tactical High Yield3.553.03
Denver Inv High Yield Fixed Income3.362.89
Sierra Inv High Yield FI Fort Washington3.312.79
Federated Fl Rate Strat Multi-Sect Cmpst3.202.69
Oaktree European High Yield Bonds2.982.46
Franklin European High Yield Composite2.952.38
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond5 year gross return5 year net return
TCW Opportunistic MBS12.4811.69
Pyramis High Yield CMBS Composite12.0611.24
Federated Opportunistic High Yield Comp11.7411.19
NCRAM Hi Yld Tol Ret Instl (HYTRIC)11.5711.02
Babson High Yield10.7310.12
Hotchkis & Wiley High Yield10.219.69
Loomis Sayles High Yield Full Discretion10.119.67
Brandywine High Yield10.159.44
Oaktree European High Yield Bonds9.909.36
Aviva Global High Yield USD9.789.36
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government1 year gross return1 year net return
Columbia US Government Mortgage4.343.96
Semper Active Mortgage-Backed Securities3.763.51
Delaware Aggregate Dur US Govt (SMA)2.522.44
Eagle Government Securities Inst2.922.42
Smith Breeden Mortgage Index Plus2.762.40
M.D. Sass Core Fix-Inc2.672.39
Great Lakes Core Govmt Only Fix-Inc2.382.27
Northern Trust Government Index2.332.18
PNC Cap Adv US Government Mortgage2.502.14
Logan Interm Govt/Agency2.172.11
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government5 year gross return5 year net return
Semper Active Mortgage-Backed Securities6.996.64
Columbia US Government Mortgage5.685.31
Smith Breeden Mortgage Index Plus3.493.12
M.D. Sass Core Fix-Inc3.403.10
Federated Govt Credit w MAPS MA4.232.97
Chicago Equity Core Fix-Inc3.152.90
Delaware Aggregate Dur US Govt (SMA)2.862.85
Great Lakes Core Govmt Only Fix-Inc3.022.83
Ryan Labs LDI Interm Duration 3-53.042.65
Federated Govt Credit no MAPS MA3.932.62
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond1 year gross return1 year net return
Natl Inv Servcs NIS Aggrgt Core FI3.594.72
Flaherty & Crumrine Separate Mgd Account5.044.54
Spectrum Preferred Securities4.724.47
Natl Inv Servcs NIS Aggrgt Core Plus FI3.404.43
Templeton Taxable Municipal Intermediate4.213.96
FFTW Mortgage - Unconstrained4.193.93
Sit Inv Stable Ret Govt/Corp3.763.35
Hillswick Core Fixed Income3.313.08
EARNEST Fixed Income Long Duration3.423.07
Standish Global Core - USD Hedged3.163.06
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond5 year gross return5 year net return
Flaherty & Crumrine Separate Mgd Account11.2910.77
Spectrum Preferred Securities10.119.82
FFTW Mortgage - Unconstrained7.317.05
ClearArc Capital Strategic Income Plus7.316.84
Manulife AM US Core Plus Fixed Income6.776.46
OFI Global Core Plus Bond6.606.31
WellsCap Premier Income I6.466.10
Frost Intermediate Taxable Composite6.196.01
ACM Conservative Income6.755.95
Loomis Sayles Core Plus6.175.93
Source: Morningstar Separate Account/CIT Fund Database

Short Government1 year gross return1 year net return
Sit Inv Short Dur Strat4.283.86
JPMorgan MBS Bond (Columbus)3.252.99
RBC GAM Access Capital Community Invmt3.152.73
PIMCO Mortgage Constrained2.602.43
FFTW Mortgage Alpha2.882.36
M.D. Sass 3-Year FI2.031.67
JPMorgan Interm Govt Bond Style1.911.61
TDAM Intermediate Govt Bond SMA1.751.50
PNC Cap Adv Intermediate U.S. Governemnt1.481.23
Garcia Hamilton Fix-Inc Short Dur1.311.21
Source: Morningstar Separate Account/CIT Fund Database

Short Government5 year gross return5 year net return
FFTW Mortgage Alpha6.525.99
JPMorgan MBS Bond (Columbus)4.544.28
Sit Inv Short Dur Strat3.733.32
PIMCO Mortgage Constrained3.152.98
RBC GAM Access Capital Community Invmt3.462.96
M.D. Sass 3-Year FI2.772.42
JPMorgan Interm Govt Bond Style2.432.18
Capital Group PCS Core Bond Composite2.782.06
TDAM Intermediate Govt Bond SMA2.011.75
PNC Cap Adv Intermediate U.S. Governemnt1.991.73
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond1 year gross return1 year net return
Atlantic Enhanced Stock Indexing7.557.23
Alpha Bonds Strategy6.374.28
Post Limited Term High Yield Comp3.833.15
Wasmer, Schroeder & Co Short Dur CMBS3.162.72
PIMCO Mortgage Unconstrained3.082.48
TCW Mortgage-Backed Securities2.762.45
Goldman Sachs US Mortgages2.602.32
Ryan Labs Government/Credit2.562.25
BlackRock Core PLUS2.211.96
BlackRock Core Bond Enhcd Idx2.021.87
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond5 year gross return5 year net return
Atlantic Enhanced Stock Indexing18.9918.67
Post Limited Term High Yield Comp7.346.65
TCW Strategic Income7.665.96
TCW Mortgage-Backed Securities6.035.72
Newfleet Multi-Sector Short Dur Cpst5.545.04
Alpha Bonds Strategy6.984.88
WellsCap Intermediate Premier FI4.944.58
Thornburg Limited Term Income Strategy4.594.12
Ryan Labs Government/Credit4.284.01
BlackRock Core PLUS4.233.96
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond1 year gross return1 year net return
TCW Alpha Trak6.756.75
Western Asset Mgt US Index Plus6.055.89
Columbia Currency Alpha Absolute Return5.504.74
Pyramis Leveraged Loan Composite2.321.80
PIMCO Short Term1.631.22
OFI Global Senior Loans1.450.97
Pioneer Multi-Asset Ultrashort Income1.200.94
Seix US Govt Securities Ultra Short0.950.70
Dana Limited Volatility0.900.66
Advantus Ultra Short Duration0.760.59
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond5 year gross return5 year net return
Western Asset Mgt US Index Plus19.3919.06
TCW Alpha Trak18.9318.79
Pyramis Leveraged Loan Composite7.506.96
OFI Global Senior Loans6.676.16
Western Asset Mgt US Enhanced Cash2.552.36
TCW Ultra Short2.011.85
Federated Active Cash Broad FI Composite1.881.57
PIMCO Short Term1.901.49
Columbia Currency Alpha Absolute Return1.741.28
DBF Short Duration Govt/Agency1.451.28
Source: Morningstar Separate Account/CIT Fund Database

Long Government1 year gross return1 year net return
NISA 15+ STRIPS Fixed Income Composite8.968.72
Hoisington Inv Mgt Macroeconomic FI Comp8.838.60
NISA Long Dur Govt Only Consolidated7.697.44
SSgA Long U.S. Govt Bond Index Strategy6.186.12
PIMCO Long Duration Treasury5.825.33
Hillswick Long Duration Government5.084.82
Ryan Labs LDI Extended Duration 10-163.272.89
JKMAM Active Aggregate2.071.88
JPMorgan Long Govt/Credit(Corporate-Foc)1.501.24
JPMorgan Long Govt/Credit Plus1.551.24
Source: Morningstar Separate Account/CIT Fund Database

Long Government5 year gross return5 year net return
NISA 15+ STRIPS Fixed Income Composite8.788.53
NISA Long Dur Govt Only Consolidated8.247.99
Hoisington Inv Mgt Macroeconomic FI Comp7.627.40
Hillswick Long Duration Government7.457.15
JPMorgan Long Govt/Credit Plus7.397.03
JPMorgan Long Govt/Credit(Corporate-Foc)7.196.89
Ryan Labs LDI Extended Duration 10-167.116.71
PIMCO Long Duration Treasury6.766.26
SSgA Long U.S. Govt Bond Index Strategy6.196.13
JKMAM Active Aggregate3.513.28
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond1 year gross return1 year net return
Greystone Long Bond Fund9.769.43
Ryan Labs Long Government6.436.11
Western Asset Mgt US Long Duration6.055.86
Baird Advisors Long Duration Bond4.504.38
Guggenheim Absolute Return Strategic4.233.50
Strategic Fixed Income3.803.45
NISA Long Dur Gov/Credit Consolidated3.022.79
Cumberland Total Ret Taxable Bond3.362.73
Ryan Labs Long Government/Credit2.902.59
Advantus Full Duration Fixed Income2.792.52
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond5 year gross return5 year net return
PIMCO Long Term Bond - Long Credit9.509.19
Guggenheim Absolute Return Strategic10.129.09
Reams Long Duration Fixed Income8.778.58
Western Asset Mgt US Long Duration8.748.40
Long Dur – Multi-Sector Return Seeking8.508.28
Ryan Labs Long-Credit8.368.06
Greystone Long Bond Fund8.217.89
Loomis Sayles Long Dur Government/Credit8.017.81
BlackRock US Long Credit7.947.67
PIMCO Long Term Bond Full Authority7.927.65
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond1 year gross return1 year net return
RSA Unconstrained Bond Strategy5.895.55
Guggenheim Fixed Income4.253.93
PIMCO Income Composite4.143.59
Community Core Fixed Income Composite3.272.88
Manulife AM Strategic Fixed Income Opp2.962.53
Ryan Labs LDI Core Duration 5-72.692.33
Smith Breeden Intermediate Core2.402.03
Ibis Global Preservation2.522.03
Pyramis Tactical Bond2.412.01
Smith Breeden Conservative Core2.362.00
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond5 year gross return5 year net return
TCW Securitized Opportunities11.5810.48
PIMCO Income Composite10.8910.38
Loomis Sayles Multi-Sector Full Discretn8.127.79
Thornburg Multisector Opportunistic Stra8.477.65
Manulife AM Strategic Fixed Income Opp8.017.57
Guggenheim Fixed Income7.377.02
RSA Unconstrained Bond Strategy7.246.94
Pyramis Tactical Bond7.356.93
Newfleet Multi-Sector Opportunistic Cpst7.446.85
Columbia Strategic Income Allocation7.446.80
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond1 year gross return1 year net return
Pyramis High Yield CMBS Composite6.045.29
TCW Opportunistic MBS4.223.49
Shenkman Capital Short Dur Hi Inc Strat4.023.17
UBS: U.S. High Yield Bond3.633.12
Optimus Tactical High Yield3.553.03
Denver Inv High Yield Fixed Income3.362.89
Sierra Inv High Yield FI Fort Washington3.312.79
Federated Fl Rate Strat Multi-Sect Cmpst3.202.69
Oaktree European High Yield Bonds2.982.46
Franklin European High Yield Composite2.952.38
Source: Morningstar Separate Account/CIT Fund Database

High Yield Bond5 year gross return5 year net return
TCW Opportunistic MBS12.4811.69
Pyramis High Yield CMBS Composite12.0611.24
Federated Opportunistic High Yield Comp11.7411.19
NCRAM Hi Yld Tol Ret Instl (HYTRIC)11.5711.02
Babson High Yield10.7310.12
Hotchkis & Wiley High Yield10.219.69
Loomis Sayles High Yield Full Discretion10.119.67
Brandywine High Yield10.159.44
Oaktree European High Yield Bonds9.909.36
Aviva Global High Yield USD9.789.36
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government1 year gross return1 year net return
Columbia US Government Mortgage4.343.96
Semper Active Mortgage-Backed Securities3.763.51
Delaware Aggregate Dur US Govt (SMA)2.522.44
Eagle Government Securities Inst2.922.42
Smith Breeden Mortgage Index Plus2.762.40
M.D. Sass Core Fix-Inc2.672.39
Great Lakes Core Govmt Only Fix-Inc2.382.27
Northern Trust Government Index2.332.18
PNC Cap Adv US Government Mortgage2.502.14
Logan Interm Govt/Agency2.172.11
Source: Morningstar Separate Account/CIT Fund Database

Intermediate Government5 year gross return5 year net return
Semper Active Mortgage-Backed Securities6.996.64
Columbia US Government Mortgage5.685.31
Smith Breeden Mortgage Index Plus3.493.12
M.D. Sass Core Fix-Inc3.403.10
Federated Govt Credit w MAPS MA4.232.97
Chicago Equity Core Fix-Inc3.152.90
Delaware Aggregate Dur US Govt (SMA)2.862.85
Great Lakes Core Govmt Only Fix-Inc3.022.83
Ryan Labs LDI Interm Duration 3-53.042.65
Federated Govt Credit no MAPS MA3.932.62
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond1 year gross return1 year net return
Natl Inv Servcs NIS Aggrgt Core FI3.594.72
Flaherty & Crumrine Separate Mgd Account5.044.54
Spectrum Preferred Securities4.724.47
Natl Inv Servcs NIS Aggrgt Core Plus FI3.404.43
Templeton Taxable Municipal Intermediate4.213.96
FFTW Mortgage - Unconstrained4.193.93
Sit Inv Stable Ret Govt/Corp3.763.35
Hillswick Core Fixed Income3.313.08
EARNEST Fixed Income Long Duration3.423.07
Standish Global Core - USD Hedged3.163.06
Source: Morningstar Separate Account/CIT Fund Database

Intermediate-Term Bond5 year gross return5 year net return
Flaherty & Crumrine Separate Mgd Account11.2910.77
Spectrum Preferred Securities10.119.82
FFTW Mortgage - Unconstrained7.317.05
ClearArc Capital Strategic Income Plus7.316.84
Manulife AM US Core Plus Fixed Income6.776.46
OFI Global Core Plus Bond6.606.31
WellsCap Premier Income I6.466.10
Frost Intermediate Taxable Composite6.196.01
ACM Conservative Income6.755.95
Loomis Sayles Core Plus6.175.93
Source: Morningstar Separate Account/CIT Fund Database

Short Government1 year gross return1 year net return
Sit Inv Short Dur Strat4.283.86
JPMorgan MBS Bond (Columbus)3.252.99
RBC GAM Access Capital Community Invmt3.152.73
PIMCO Mortgage Constrained2.602.43
FFTW Mortgage Alpha2.882.36
M.D. Sass 3-Year FI2.031.67
JPMorgan Interm Govt Bond Style1.911.61
TDAM Intermediate Govt Bond SMA1.751.50
PNC Cap Adv Intermediate U.S. Governemnt1.481.23
Garcia Hamilton Fix-Inc Short Dur1.311.21
Source: Morningstar Separate Account/CIT Fund Database

Short Government5 year gross return5 year net return
FFTW Mortgage Alpha6.525.99
JPMorgan MBS Bond (Columbus)4.544.28
Sit Inv Short Dur Strat3.733.32
PIMCO Mortgage Constrained3.152.98
RBC GAM Access Capital Community Invmt3.462.96
M.D. Sass 3-Year FI2.772.42
JPMorgan Interm Govt Bond Style2.432.18
Capital Group PCS Core Bond Composite2.782.06
TDAM Intermediate Govt Bond SMA2.011.75
PNC Cap Adv Intermediate U.S. Governemnt1.991.73
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond1 year gross return1 year net return
Atlantic Enhanced Stock Indexing7.557.23
Alpha Bonds Strategy6.374.28
Post Limited Term High Yield Comp3.833.15
Wasmer, Schroeder & Co Short Dur CMBS3.162.72
PIMCO Mortgage Unconstrained3.082.48
TCW Mortgage-Backed Securities2.762.45
Goldman Sachs US Mortgages2.602.32
Ryan Labs Government/Credit2.562.25
BlackRock Core PLUS2.211.96
BlackRock Core Bond Enhcd Idx2.021.87
Source: Morningstar Separate Account/CIT Fund Database

Short-Term Bond5 year gross return5 year net return
Atlantic Enhanced Stock Indexing18.9918.67
Post Limited Term High Yield Comp7.346.65
TCW Strategic Income7.665.96
TCW Mortgage-Backed Securities6.035.72
Newfleet Multi-Sector Short Dur Cpst5.545.04
Alpha Bonds Strategy6.984.88
WellsCap Intermediate Premier FI4.944.58
Thornburg Limited Term Income Strategy4.594.12
Ryan Labs Government/Credit4.284.01
BlackRock Core PLUS4.233.96
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond1 year gross return1 year net return
TCW Alpha Trak6.756.75
Western Asset Mgt US Index Plus6.055.89
Columbia Currency Alpha Absolute Return5.504.74
Pyramis Leveraged Loan Composite2.321.80
PIMCO Short Term1.631.22
OFI Global Senior Loans1.450.97
Pioneer Multi-Asset Ultrashort Income1.200.94
Seix US Govt Securities Ultra Short0.950.70
Dana Limited Volatility0.900.66
Advantus Ultra Short Duration0.760.59
Source: Morningstar Separate Account/CIT Fund Database

Ultrashort Bond5 year gross return5 year net return
Western Asset Mgt US Index Plus19.3919.06
TCW Alpha Trak18.9318.79
Pyramis Leveraged Loan Composite7.506.96
OFI Global Senior Loans6.676.16
Western Asset Mgt US Enhanced Cash2.552.36
TCW Ultra Short2.011.85
Federated Active Cash Broad FI Composite1.881.57
PIMCO Short Term1.901.49
Columbia Currency Alpha Absolute Return1.741.28
DBF Short Duration Govt/Agency1.451.28
Source: Morningstar Separate Account/CIT Fund Database

Long Government1 year gross return1 year net return
NISA 15+ STRIPS Fixed Income Composite8.968.72
Hoisington Inv Mgt Macroeconomic FI Comp8.838.60
NISA Long Dur Govt Only Consolidated7.697.44
SSgA Long U.S. Govt Bond Index Strategy6.186.12
PIMCO Long Duration Treasury5.825.33
Hillswick Long Duration Government5.084.82
Ryan Labs LDI Extended Duration 10-163.272.89
JKMAM Active Aggregate2.071.88
JPMorgan Long Govt/Credit(Corporate-Foc)1.501.24
JPMorgan Long Govt/Credit Plus1.551.24
Source: Morningstar Separate Account/CIT Fund Database

Long Government5 year gross return5 year net return
NISA 15+ STRIPS Fixed Income Composite8.788.53
NISA Long Dur Govt Only Consolidated8.247.99
Hoisington Inv Mgt Macroeconomic FI Comp7.627.40
Hillswick Long Duration Government7.457.15
JPMorgan Long Govt/Credit Plus7.397.03
JPMorgan Long Govt/Credit(Corporate-Foc)7.196.89
Ryan Labs LDI Extended Duration 10-167.116.71
PIMCO Long Duration Treasury6.766.26
SSgA Long U.S. Govt Bond Index Strategy6.196.13
JKMAM Active Aggregate3.513.28
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond1 year gross return1 year net return
Greystone Long Bond Fund9.769.43
Ryan Labs Long Government6.436.11
Western Asset Mgt US Long Duration6.055.86
Baird Advisors Long Duration Bond4.504.38
Guggenheim Absolute Return Strategic4.233.50
Strategic Fixed Income3.803.45
NISA Long Dur Gov/Credit Consolidated3.022.79
Cumberland Total Ret Taxable Bond3.362.73
Ryan Labs Long Government/Credit2.902.59
Advantus Full Duration Fixed Income2.792.52
Source: Morningstar Separate Account/CIT Fund Database

Long-Term Bond5 year gross return5 year net return
PIMCO Long Term Bond - Long Credit9.509.19
Guggenheim Absolute Return Strategic10.129.09
Reams Long Duration Fixed Income8.778.58
Western Asset Mgt US Long Duration8.748.40
Long Dur – Multi-Sector Return Seeking8.508.28
Ryan Labs Long-Credit8.368.06
Greystone Long Bond Fund8.217.89
Loomis Sayles Long Dur Government/Credit8.017.81
BlackRock US Long Credit7.947.67
PIMCO Long Term Bond Full Authority7.927.65
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond1 year gross return1 year net return
RSA Unconstrained Bond Strategy5.895.55
Guggenheim Fixed Income4.253.93
PIMCO Income Composite4.143.59
Community Core Fixed Income Composite3.272.88
Manulife AM Strategic Fixed Income Opp2.962.53
Ryan Labs LDI Core Duration 5-72.692.33
Smith Breeden Intermediate Core2.402.03
Ibis Global Preservation2.522.03
Pyramis Tactical Bond2.412.01
Smith Breeden Conservative Core2.362.00
Source: Morningstar Separate Account/CIT Fund Database

Multisector Bond5 year gross return5 year net return
TCW Securitized Opportunities11.5810.48
PIMCO Income Composite10.8910.38
Loomis Sayles Multi-Sector Full Discretn8.127.79
Thornburg Multisector Opportunistic Stra8.477.65
Manulife AM Strategic Fixed Income Opp8.017.57
Guggenheim Fixed Income7.377.02
RSA Unconstrained Bond Strategy7.246.94
Pyramis Tactical Bond7.356.93
Newfleet Multi-Sector Opportunistic Cpst7.446.85
Columbia Strategic Income Allocation7.446.80
Source: Morningstar Separate Account/CIT Fund Database

Inflation-Protected Bond1 year gross return1 year net return
FFTW Global Inflation Linked Bonds3.493.24
Laffer Investments US Inflation Strategy2.741.73
BBH U.S. TIPS-1.16-1.31
Ryan Labs Inflation Index-1.19-1.48
Ryan Labs Inflation Index Intermediate-1.29-1.66
FFTW Inflation Linked Bonds U.S.-1.49-1.68
Standish US TIPS-1.65-1.73
SSgA U.S. TIPS Index Strategy-1.73-1.79
IR+M TIPS-1.74-1.83
NISA Intermediate TIPS-1.86-1.86
Source: Morningstar Separate Account/CIT Fund Database

Inflation-Protected Bond5 year gross return5 year net return
PIMCO Real Ret Asset Long Duration5.595.07
Standish Global TIPS5.044.96
FFTW Global Inflation Linked Bonds4.564.30
Franklin U.S. TIPS Composite3.753.61
BBH U.S. TIPS3.593.44
FFTW Inflation Linked Bonds U.S.3.633.41
Hartford Inv Mgt TIPS – Asset Class3.503.29
PIMCO Real Return Full Authority3.763.26
SSgA U.S. TIPS Index Strategy3.293.23
Weaver C. Barksdale US Govt TIPS3.323.23
Source: Morningstar Separate Account/CIT Fund Database

Stable Value1 year gross return1 year net return
PIMCO Stable Value (BV)3.1928.40
T. Rowe Price Stable Value2.332.59
Standish Stable Value2.232.15
Invesco Stable Value2.081.88
JPMorgan US FI Stable Value (NY)1.721.72
Galliard Stable Value Composite1.871.47
Columbia Stable Value – Inv Grade Strat1.571.37
Columbia Stable Value – Government Strat1.331.13
Source: Morningstar Separate Account/CIT Fund Database

Stable Value5 year gross return5 year net return
PIMCO Stable Value (BV)4.028.48
T. Rowe Price Stable Value2.902.75
Standish Stable Value2.672.56
Invesco Stable Value2.642.43
Galliard Stable Value Composite2.492.08
JPMorgan US FI Stable Value (NY)2.061.95
Columbia Stable Value – Government Strat2.091.89
Columbia Stable Value – Inv Grade Strat1.951.75
Source: Morningstar Separate Account/CIT Fund Database

Convertibles1 year gross return1 year net return
Advent Investment Grade10.019.54
SSI Inv Grade Convert Strat10.429.40
INCORE Inv Grade Convertibles Comp7.116.53
ClearBridge U.S. Convertibles7.116.47
Camden Long Only Convertible Composite6.435.83
Zazove Global Convertibles5.564.60
MacKay Shields Convertibles5.084.56
Lord Abbett & Co. Convertibles MA6.974.47
Victory SMA Inv Grade Cvt WRAP Comp7.554.44
MacKay Convertible SMA4.774.41
Source: Morningstar Separate Account/CIT Fund Database

Convertibles5 year gross return5 year net return
ClearBridge U.S. Convertibles15.5414.86
Allianz Convertibles14.5914.16
Camden Long Only Convertible Composite13.1312.49
Advent Balanced Convertible Strategy12.7412.21
PENN Capital Mgt Convertible Securities12.6011.97
Nicholas Inv - Convertibles12.7211.88
Invesco Convertible Securities12.6011.87
MacKay Shields Convertibles12.0511.49
SSI Outright Discretionary Convert Strat12.0311.44
Advent Investment Grade11.7411.30
Source: Morningstar Separate Account/CIT Fund Database

Emerging Markets Bond1 year gross return1 year net return
HSBC Emg Mkts Debt - Total Return5.495.49
Global Evolution Frontier Markets4.933.89
HSBC EMD Corporate Debt Composite4.393.67
BiscayneAmericas Capital Preservation2.922.57
Stone Harbor Emerging Mkts Corp Dbt Cor2.522.10
Global Evolution EM Debt2.991.97
Compass Latin America Corporate Debt1.711.08
Pictet Asset Mgt Emerging Markets Debt1.021.02
Loomis Sayles Emerging Markets Corp Debt1.200.87
Capital Group EM Corp Debt (Inv. Grade)1.390.79
Source: Morningstar Separate Account/CIT Fund Database

Emerging Markets Bond5 year gross return5 year net return
Ashmore EM Corporate Debt High Yld Comp9.308.06
Standish Emg Mkts Debt-USD Full Spectrum7.897.42
Ashmore EM Corp Dbt Broad (CEMBI) Comp8.587.34
Aegon Emerging Markets - Glb Diversified7.757.24
Goldman Sachs Emerging Market Debt7.797.22
Manulife AM Emerging Markets Debt7.767.12
Rogge Global Emerging Markets7.366.98
Wellington Emerging Markets Debt7.496.85
Pyramis Emerging Market Debt Composite7.516.80
MFSˆ® Emerging Markets Debt7.436.78
Source: Morningstar Separate Account/CIT Fund Database

World Allocation1 year gross return1 year net return
ICON - SBI Global Conservative4.914.91
Baring Global Dynamic Asset Allocation5.444.77
ICON - SBI Global Moderate5.544.71
UBS: Multi Asset Portfolio5.654.65
Ladenburg Thalmann LAMP NTF Agrsv Gr5.253.79
FrontierAssetMgmt Focused Opportunities3.933.52
Ladenburg Thalmann LAMP NTF Growth4.503.15
Ladenburg LAMP MF Growth4.503.15
Pyrford Global Absolute Return GBP3.513.09
AEPG All-Weather Global 70/301.992.73
Source: Morningstar Separate Account/CIT Fund Database

World Allocation5 year gross return5 year net return
Schafer Cullen Global High Dividend ADR14.1313.10
Wilshire Global ETF Allocation - Gr12.4312.18
Loring Ward Global Captial Appr DFA12.3212.04
OBS Financial EFS 80/2012.2812.00
Russell TM Growth Model Strategy11.6511.65
Morgan Stanley Glbl Tactical Asset Alloc11.8711.52
MIS Growth Strategy - Tax Dfd-NFS11.5111.43
Stringer Growth Portfolio11.8111.41
FrontierAssetMgmt Focused Opportunities11.7311.29
Loring Ward Global Capital Appr SA11.2111.21
Source: Morningstar Separate Account/CIT Fund Database

Conservative Allocation1 year gross return1 year net return
KCM Strategic Value11.9411.34
MCA Conservative Portfolios8.407.59
CVI Sanctuary Portfolio6.526.52
BCM Decathlon Moderate Aspect(Profile3)8.325.90
Full Duration Balanced6.195.40
PFS Dorsey Wright Tactical Tilt Cnsrv4.994.73
Frontier Asset Mgmt Balanced4.514.09
Intermediate Duration Balanced4.593.81
Copeland Large Cap Div Growth Balanced4.103.60
Dunn Warren Conservative ETF Portfolio5.233.33
Source: Morningstar Separate Account/CIT Fund Database

Conservative Allocation5 year gross return5 year net return
KCM Strategic Value12.7511.98
MCA Conservative Portfolios12.4611.63
Copeland Large Cap Div Growth Balanced11.2610.65
Tillar-Wenstrup Core Balanced11.2110.37
Meeder Balanced Growth Portfolio10.0510.05
Parametric Tax-Advantage Enhanced Income10.159.78
Full Duration Balanced10.229.61
MIS Mod Growth Strategy-Tax Def-NFS9.699.61
Meeder Balanced Portfolio9.569.56
Parametric Enhanced Income9.829.45
Source: Morningstar Separate Account/CIT Fund Database

Moderate Allocation1 year gross return1 year net return
Sadoff Balanced13.4612.37
MCA Balanced Portfolios11.9011.10
PFS Dorsey Wright Tactical Tilt Mod10.4510.18
Garcia Hamilton Balanced9.178.43
Dorsey Wright Sys Reltv Strength Cons9.208.26
Crossvault Taxble Mod Bal Conserv Growth8.297.38
Darrell & King Balanced7.937.26
Johnson Institutional Mgt Enhanced Index7.517.24
Sit Inv Balanced7.927.12
LM Large Cap Growth Bal Tax 60/40 w/GSM510.066.85
Source: Morningstar Separate Account/CIT Fund Database

Moderate Allocation5 year gross return5 year net return
Johnson Institutional Mgt Enhanced Index18.4618.17
MCA Balanced Portfolios15.9515.11
ASAP Growth Strategy14.4714.21
Dodge & Cox Balanced Composite13.8113.81
Sunnymeath Balanced14.2613.61
UBS: U.S. Balanced Portfolio13.7112.98
AAM Tactical Income14.0712.98
Dorsey Wright Sys Reltv Strength Cons14.0412.88
Meeder Moderate Growth Portfolio12.8212.82
Invesco Equity and Income Composite13.4712.77
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2000-20101 year gross return1 year net return
AGF Steward Navigator 2010 Fund0.960.96
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2000-20105 year gross return5 year net return
AGF Steward Navigator 2010 Fund6.536.53
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2011-20151 year gross return1 year net return
Sage Target Date 2015 Fund2.832.43
Meeder Age-based 60-620.380.38
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2011-20155 year gross return5 year net return
Meeder Age-based 60-629.029.02
Sage Target Date 2015 Fund7.797.39
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2016-20201 year gross return1 year net return
AGF Steward Navigator 2020 Fund0.770.77
Meeder Age-based 55-590.730.73
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2016-20205 year gross return5 year net return
Meeder Age-based 55-599.989.98
AGF Steward Navigator 2020 Fund7.517.51
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2021-20251 year gross return1 year net return
Sage Target Date 2025 Fund3.573.16
Sheaff Brock SSB Conservative Balanced3.742.90
Meeder Age-based 50-541.081.08
Meeder Age-based 63-64-0.43-0.43
Meeder Age-based 65 and Over-0.76-0.76
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2021-20255 year gross return5 year net return
Meeder Age-based 50-5411.0211.02
Sheaff Brock SSB Conservative Balanced10.239.35
Sage Target Date 2025 Fund9.689.28
Meeder Age-based 63-640.000.00
Meeder Age-based 65 and Over0.000.00
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2026-20301 year gross return1 year net return
Meeder Age-based 45-491.611.61
AGF Steward Navigator 2030 Fund0.570.57
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2026-20305 year gross return5 year net return
Meeder Age-based 45-4912.1012.10
AGF Steward Navigator 2030 Fund8.588.58
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2031-20351 year gross return1 year net return
Sage Target Date 2035 Fund4.093.69
Meeder Age-based 44 and under1.871.87
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2031-20355 year gross return5 year net return
Meeder Age-based 44 and under12.6212.62
Sage Target Date 2035 Fund10.9610.55
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2036-20401 year gross return1 year net return
Sheaff Brock SSB Growth & Income5.544.74
AGF Steward Navigator 2040 Fund0.620.62
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2036-20405 year gross return5 year net return
Sheaff Brock SSB Growth & Income14.1213.21
AGF Steward Navigator 2040 Fund9.729.72
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2041-20451 year gross return1 year net return
Sage Target Date 2045 Fund4.494.05
Source: Morningstar Separate Account/CIT Fund Database

Target Date 2041-20455 year gross return5 year net return
Sage Target Date 2045 Fund11.6811.26
Source: Morningstar Separate Account/CIT Fund Database

Retirement Income1 year gross return1 year net return
4Thought Global Thematic Distribution9.728.10
King Advisors Income Opportunities Comp2.480.87
Horizon Real Spend 62.880.83
Horizon Real Spend 42.730.69
Horizon Real Spend 52.380.33
Ladenburg LAMP Specialty Conserv Income0.820.24
Aurum Conservative Income1.720.06
Hancock Horizon Dividend Income0.00-0.07
Ladenburg Thalmann LAMP NTF Income1.20-0.08
Ladenburg LAMP MF Income1.20-0.08
Source: Morningstar Separate Account/CIT Fund Database

Retirement Income5 year gross return5 year net return
Trust & Fiduciary Matrix Inc SMA Cmpst8.416.96
Ladenburg LAMP ETF Income5.273.93
Ladenburg Thalmann LAMP NTF Income5.193.80
Ladenburg LAMP MF Income5.123.73
Ladenburg LAMP Specialty Enhanced Income4.733.44
Ladenburg LAMP Tax-Sensitive Income4.653.10
Aurum Conservative Income3.972.59
4Thought Global Thematic Distribution0.000.00
King Advisors Income Opportunities Comp0.000.00
Horizon Real Spend 60.000.00
Source: Morningstar Separate Account/CIT Fund Database
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