Top performing managers by category: commingled accounts, 4th Quarter 2022




Large Growth1 year gross return1 year net return
Wellington CIF II Large Cap Research Eq-18.35-18.39
Wellington CIF US Research Equity-18.42-18.41
FIAM U.S. Total Market Equity CF-20.33-20.33
Capital Group U.S. Equity DC Unit T-20.10-20.51
Capital Group U.S. Equity DB Fund-20.09-21.25
Wilmington Trust Franklin Growth CL S-24.26-24.49
Wilmington Trust Franklin Growth CL R-24.26-24.51
WTNA Large Cap Growth Sel Fd Cl 0IM-28.06-28.10
AB US Large Cap Growth (W Sers) CL N-28.06-28.30
AB US Large Cap Growth (W Sers) CL P-3-28.11-28.36
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Large Growth5 year gross return5 year net return
BlackRock Russell 1000® Growth Idx CL 010.9910.99
BlackRock Russell 1000® Growth Idx CL 6n/a10.98
Spartan Large Cap Growth Index Pool10.9510.95
BlackRock Russell 1000® Growth Idx CL R11.0010.95
Wellington CIF II Growth10.6110.61
WTNA Large Cap Growth Sel Fd Cl 0IM10.2910.20
Wellington CIF II Growth S210.6210.14
WTNA Large Cap Growth Sel Fd Cl R10.279.71
Wellington CIF II Large Cap Research Eqn/a9.47
Wellington CIF US Research Equity9.389.36
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Conservative Allocation1 year gross return1 year net return
FIAM Market Based Cash Balance 30/70 A-8.85-8.85
FIAM Pension Journey 50/50 Commingled Pl-22.24-22.24
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Conservative Allocation5 year gross return5 year net return
FIAM Pension Journey 50/50 Commingled Pl2.332.33
FIAM Market Based Cash Balance 30/70 A2.082.08
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Global Real Estate1 year gross return1 year net return
Invesco Global Real Estate Income Tr - C-20.09-20.57
BlackRock Dev Real Estate Index CL 1-24.25-24.32
BlackRock Developed Real Estate CL R-24.25-24.34
Invesco Equity Global Real Estate Tr - C-23.71-24.34
WTNA REIT Sel Fd Cl 0IM-25.10-25.14
AB Global Real Estate Inv CIT (W Sers) N-24.82-25.20
Cohen & Steers Global Reality CIT CL Mn/a-25.20
WTNA REIT Sel Fd Cl 35-25.08-25.80
WTNA REIT Sel Fd Cl 60-25.06-25.96
DWS RREEF Glb Real Estate Sec Cmgld Fund-25.59-26.01
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Global Real Estate5 year gross return5 year net return
DWS RREEF Glb Real Estate Sec Cmgld Fund2.892.64
Cohen & Steers Global Reality CIT CL Mn/a2.53
WTNA REIT Sel Fd Cl 0IM0.550.46
Invesco Equity Global Real Estate Tr - Cn/a-0.24
WTNA REIT Sel Fd Cl 350.55-0.42
WTNA REIT Sel Fd Cl 60n/a-0.73
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2000-20101 year gross return1 year net return
AB Multi-Manager Ret Tr 2010 W CL T-10.57-10.97
AB Multi-Manager Ret Tr 2010 W CL K15-10.57-11.24
AB Multi-Manager Ret Tr 2010 W CL K-10.57-11.33
Fidelity Freedom Index 2005 Cmgld Pool R-11.48-11.52
Fidelity Freedom Index 2005 Cmgld Pool T-11.46-11.52
Fidelity Freedom Index 2005 Cmgld Pool Y-11.47-11.52
Fidelity Freedom Index 2005 Cmgld Pool S-11.46-11.53
Fidelity Freedom Blend 2005 Cmgld Pool T-11.74-11.93
Fidelity Freedom Blend 2005 Cmgld Pool R-11.74-11.96
Fidelity Freedom Blend 2005 Cmgld Pool Q-11.75-11.99
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2000-20105 year gross return5 year net return
Fidelity Freedom Index 2010 Cmgld Pool R2.562.51
Fidelity Freedom Index 2010 Cmgld Pool Q2.532.51
Fidelity Freedom Index 2010 Cmgld Pool Y2.562.50
Fidelity Freedom Index 2010 Cmgld Pool T2.572.50
Fidelity Freedom Index 2010 Cmgld Pool S2.562.48
Fidelity Freedom Blend 2010 Cmgld Pool T2.672.43
Fidelity Freedom Blend 2010 Cmgld Pool S2.682.42
Fidelity Freedom Blend 2010 Cmgld Pool R2.662.37
Fidelity Freedom Blend 2010 Cmgld Pool Q2.682.36
Fidelity Freedom Blend 2010 Cmgld Pool Y2.682.33
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Long-Term Bond1 year gross return1 year net return
FIAM 8-10 Year Corporate Bond CIT A-16.64-16.64
BNYM Mellon DB SL Long Term Credit BIF-24.97-25.02
FIAM Long Corporate Commingled Pool-26.32-26.32
FIAM Long Duration CIT-27.71-27.71
Wellington CIF II Long Bond-27.81-27.91
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Long-Term Bond5 year gross return5 year net return
FIAM 8-10 Year Corporate Bond CIT A0.690.69
FIAM Long Duration CIT-0.56-0.74
BNYM Mellon DB SL Long Term Credit BIF-0.68-0.75
Wellington CIF II Long Bondn/a-1.06
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Large Blend1 year gross return1 year net return
FIAM U.S. Low Volatility Equity Pool-7.88-7.88
Amalgamated Bank LongView 1500 Mk Idx CF-17.41-17.47
IBEW-NECA EQUITY INDEX FUND-18.09-18.10
BNYM Mellon SL SIF T-18.11-18.11
BNYM Mellon AFL-CIO SL SIF-18.10-18.11
ASB Labor Equity Index Fund-18.10-18.11
Spartan 500 Index Pool A-18.12-18.12
Spartan 500 Index Pool E-18.12-18.12
BNYM Mellon SL SIF Instl-18.11-18.12
BNYM Mellon NSL SIF Instl-18.12-18.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Large Blend5 year gross return5 year net return
Amalgamated Bank LongView 1500 Mk Idx CF9.779.70
BNYM Mellon SL SIF T9.449.44
BNYM Mellon NSL SIF Instl9.439.42
Spartan 500 Index Pool A9.429.42
Spartan 500 Index Pool D9.429.41
Spartan 500 Index Pool E9.429.41
Spartan 500 Index Pool C9.429.40
BNYM Mellon SL SIF9.449.39
IBEW-NECA EQUITY INDEX FUND9.419.39
BNYM Mellon DB SL SIF9.449.39
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2016-20201 year gross return1 year net return
AB Multi-Manager Ret Tr 2020 W CL T-12.04-12.43
AB Multi-Manager Ret Tr 2020 W CL K15-12.04-12.69
AB Multi-Manager Ret Tr 2020 W CL K-12.05-12.79
BNYM Newton SL SmartPath Trgt Dt 2020 T-13.68-13.73
BNYM Newton SL SmartPath TD2020 Fd Instl-13.68-13.75
BNYM Newton SL SmartPath TD2020 Fd-13.68-13.76
Fidelity Freedom Index 2020 Cmgld Pool Q-15.82-15.86
Fidelity Freedom Index 2020 Cmgld Pool Y-15.82-15.87
Fidelity Freedom Index 2020 Cmgld Pool R-15.86-15.90
Fidelity Freedom Index 2020 Cmgld Pool T-15.85-15.91
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2016-20205 year gross return5 year net return
BNYM Newton SL SmartPath Trgt Dt 2020 T3.553.49
BNYM Newton SL SmartPath TD2020 Fd3.553.46
BNYM Newton SL SmartPath TD2020 Fd Instl3.553.46
Fidelity Freedom Index 2020 Cmgld Pool Q3.263.24
Fidelity Freedom Index 2020 Cmgld Pool Y3.283.22
Fidelity Freedom Index 2020 Cmgld Pool R3.273.22
Fidelity Freedom Index 2020 Cmgld Pool T3.293.22
Fidelity Freedom Blend 2020 Cmgld Pool T3.453.21
Fidelity Freedom Index 2020 Cmgld Pool S3.283.19
Fidelity Freedom Blend 2020 Cmgld Pool S3.443.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Small Value1 year gross return1 year net return
Hotchkis & Wiley Small Cap Div Val CL F-5.92-6.37
Hotchkis & Wiley Small Cap Div Val CL R-5.93-6.52
WT Franklin Small Cap Value CL 0-9.20-9.20
MyWayRetirement Small Cap Value Fd CL R-9.20-9.64
WT Franklin Small Cap Value CL R-9.20-9.68
Small Cap Value Fund II CL I1-13.77-14.23
Small Cap Value Fund II CL R1-13.77-14.27
Small Cap Value Fund II CL R2-13.75-14.47
BlackRock Russell 2000® Val Idx Fd CL 0-14.50-14.50
BlackRock Russell 2000® Val Idx Fd CL R-14.49-14.56
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Small Value5 year gross return5 year net return
BlackRock Russell 2000® Val Idx Fd CL 04.214.21
BlackRock Russell 2000® Val Idx Fd CL R4.204.12
BlackRock Russell 2000® Val Idx Fd CL 64.204.09
BlackRock Russell 2000® Val Idx Fd CL 84.214.07
BlackRock Russell 2000® Val Idx Fd CL 314.213.83
BlackRock Russell 2000® Val Idx Fd CL 464.213.68
BlackRock Russell 2000® Val Idx Fd CL 664.223.48
BlackRock Russell 2000® Val Idx Fd CL 964.243.19
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Intermediate-Term Bond1 year gross return1 year net return
Invesco Intermediate Bond Trust - C-7.91-8.19
FIAM Target Date Inv Grd Sctzd Cmgld Pl-11.87-11.87
FIAM Broad Market Duration Pool-12.76-12.76
BNYM Mellon SL Aggregate BIF T-12.93-12.94
MyWayRetirement Core Bond Fund CL R-12.77-12.97
BNYM Mellon DB SL Aggregate BIF-12.93-12.97
BNYM Mellon SL Aggregate BIF-12.93-12.98
BNYM Mellon NSL Aggregate BIF Instl-12.99-13.01
FIAM U.S. Bond Index Pool-13.02-13.02
BlackRock U.S. Debt Index Fd CL 0-13.01-13.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Intermediate-Term Bond5 year gross return5 year net return
Invesco Intermediate Bond Trust - C1.270.97
FIAM Broad Market Duration Pool1.080.89
Fort Washington Cor Pls Fxd Inc CIT Fdrs0.900.60
Lord Abbett Core Fix Inc Trust II CL SGn/a0.22
Lord Abbett Core Fxd Inc Tr II Shr Cl MQn/a0.22
Lord Abbett Core Fixed Inc Trust II CL R0.470.20
BlackRock U.S. Debt Index Fd CL 0n/a0.05
BlackRock U.S. Debt Index Fd CL 0IMn/a0.03
BlackRock U.S. Debt Index Fd CL 1n/a0.02
BNYM Mellon SL Aggregate BIF T0.030.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Inflation-Protected Bond1 year gross return1 year net return
Wellington CIF II TIPS-6.87-6.87
Wellington CIF II TIPS S1-6.87-6.99
FIAM Int Infl-Prot Bond Index Cmgld Pool-7.33-7.33
FIAM Inter Infla-Pro Bond Index Pool D-7.34-7.38
BNYM Mellon SL TIPS Index Fund-11.76-11.79
BNYM Mellon NSL TIPS Index Fund Instl-11.84-11.86
BNYM Mellon NSL TIPS Index Fund-11.84-11.87
BlackRock U.S. Tips Index CL 1-11.92-11.95
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Inflation-Protected Bond5 year gross return5 year net return
Wellington CIF II TIPS2.682.68
Wellington CIF II TIPS S1n/a2.52
FIAM Int Infl-Prot Bond Index Cmgld Pool2.452.45
FIAM Inter Infla-Pro Bond Index Pool D2.452.41
BNYM Mellon SL TIPS Index Fund2.112.08
BNYM Mellon NSL TIPS Index Fund Instl2.082.06
BNYM Mellon NSL TIPS Index Fund2.082.05
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Diversified Emerging Mkts1 year gross return1 year net return
Mondrian All Countrs Wld ex US EqTier V-11.29-11.76
LSV Asset Mgt Emg Mkts Val Eq Fund LP-11.67-12.56
Lazard/Wilmington Em Mkts Mng Vol CL 2-13.61-13.70
Lazard/Wilmington Emerging Markets CL LZ-13.81-13.94
Lazard/Wilmington Emerging Markets CL E-13.82-14.54
Lazard/Wilmington Emerging Markets CL C-13.82-14.59
Lazard/Wilmington Emrg Mkts Sudan Free A-13.63-14.61
Lazard/Wilmington Emerging Markets CL B-13.80-14.65
Lazard/Wilmington Emerg Mkt Eq Adv CL 2-18.66-18.98
Lazard/Wilmington Emerg Mkt Eq Adv CL 3-18.66-19.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Diversified Emerging Mkts5 year gross return5 year net return
Wasatch Emerging Markets Small Cap An/a3.02
William Blair Emerging Mrkts Growth CIT0.690.07
Mondrian All Countrs Wld ex US EqTier V0.07-0.47
City of London Global Emg Mkts Fund0.27-0.74
LSV Asset Mgt Emg Mkts Val Eq Fund LP0.18-0.81
BlackRock Emerging Markets Eq Idx Fd 0-1.50-1.51
FIAM Emerging Markets Commingled Pool-1.53-1.53
BNYM Mellon NSL Emerging Mkts SIF Instl-1.45-1.53
Spartan Emerging Markets Index Pool A-1.57-1.57
BNYM Mellon NSL Emerging Mkts SIF-1.45-1.59
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Small Blend1 year gross return1 year net return
WTNA Small Cap Value Sel Fd Cl 0IM-9.17-9.23
WTNA Small Cap Value Sel Fd Cl R-9.19-9.69
Mesirow Fncl SMID Cap Val Eq CIT Fdrs-9.36-9.76
Wellington CIF II Small Cap Value S1-9.34-10.16
Wellington CIF II Small Cap Opps-13.67-14.34
Lazard/Wilmington US Sm Mid-Cap Eq CL LZ-14.27-14.47
GW&K Small Cap Core Equity CIF-15.37-16.01
Voya Small Cap Core Trust-15.47-16.06
FIAM Small Company Pool-17.67-17.67
FIAM Small Company Class B-17.67-18.15
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Small Blend5 year gross return5 year net return
Wellington CIF II Small Cap Oppsn/a7.81
FIAM Small Company Pool7.867.22
FIAM Small Company Class B7.867.20
FIAM Small Cap Core Class B6.766.14
FIAM Small Cap Core Pool6.756.12
FIAM Small Cap Core Class P6.746.12
FIAM Small Cap Core Class O6.746.08
FIAM Small Cap Core Class Dn/a6.00
BNYM Mellon NSL Smid Cap SIF Instl5.935.90
FIAM Small Cap Core Class G6.755.89
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Short Government1 year gross return1 year net return
BlackRock 1-3 Year Gov Bond Idx CL R-3.79-3.86
BlackRock 1-3 Year Gov Bond Idx CL 6-3.78-3.88
BlackRock 1-3 Year Gov Bond Idx CL 8-3.78-3.90
BlackRock 1-3 Year Gov Bond Idx CL 31-3.78-4.12
BlackRock 1-3 Year Gov Bond Idx CL 46-3.78-4.26
BlackRock 1-3 Year Gov Bond Idx CL 66-3.77-4.44
BlackRock 1-3 Year Gov Bond Idx CL 96-3.76-4.72
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Short Government5 year gross return5 year net return
BlackRock 1-3 Year Gov Bond Idx CL R0.840.76
BlackRock 1-3 Year Gov Bond Idx CL 60.850.74
BlackRock 1-3 Year Gov Bond Idx CL 80.840.72
BlackRock 1-3 Year Gov Bond Idx CL 310.850.49
BlackRock 1-3 Year Gov Bond Idx CL 460.840.34
BlackRock 1-3 Year Gov Bond Idx CL 660.860.15
BlackRock 1-3 Year Gov Bond Idx CL 960.87-0.14
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Mid-Cap Growth1 year gross return1 year net return
Wellington CIF II MdCap Opportunities-22.59-22.59
Wellington CIF II MdCap Opportunities S3-22.60-23.01
Wellington CIF II MdCap Opportunities S2-22.59-23.01
Wellington CIF II MdCap Opportunities S1-22.57-23.10
KAR Small-Mid Cap Core Cl 1-23.35-23.88
Voya Mid Cap Growth Trust Class 2-24.59-25.18
BNYM Mellon NSL Mkt Completion Fd Instl-26.18-26.19
BNYM Mellon NSL Mkt Completion Fd-26.18-26.23
Spartan Extended Market Index Pool A-26.40-26.40
Spartan Extended Market Index Pool E-26.39-26.42
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Mid-Cap Growth5 year gross return5 year net return
KAR Small-Mid Cap Core Cl 111.7911.02
BNYM Newton US Small/Mid Cap Gr Eq Instl9.048.35
Invesco Mid Cap Growth Trust - C8.747.89
Invesco Mid Cap Growth A1n/a7.53
Invesco Mid Cap Growth Tr - In/a7.52
Voya Mid Cap Growth Trust Class 27.927.07
WTNA Mid Cap Growth Sel Fd Cl 0IM6.906.79
WTNA Mid Cap Growth Sel Fd Cl R6.756.21
Wellington CIF II MdCap Opportunities6.156.15
WTNA Mid Cap Growth Sel Fd Cl 356.755.84
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2011-20151 year gross return1 year net return
AB Multi-Manager Ret Tr 2015 W CL T-11.35-11.74
AB Multi-Manager Ret Tr 2015 W CL K15-11.34-12.00
AB Multi-Manager Ret Tr 2015 W CL K-11.35-12.09
Fidelity Freedom Index 2015 Cmgld Pool Q-14.37-14.40
Fidelity Freedom Index 2015 Cmgld Pool R-14.36-14.40
Fidelity Freedom Index 2015 Cmgld Pool Y-14.35-14.40
Fidelity Freedom Index 2015 Cmgld Pool T-14.35-14.41
Fidelity Freedom Index 2015 Cmgld Pool S-14.36-14.42
Fidelity Freedom Blend 2015 Cmgld Pool T-14.72-14.90
Fidelity Freedom Blend 2015 Cmgld Pool S-14.71-14.92
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2011-20155 year gross return5 year net return
Fidelity Freedom Index 2015 Cmgld Pool R2.972.92
Fidelity Freedom Index 2015 Cmgld Pool Q2.932.91
Fidelity Freedom Index 2015 Cmgld Pool Y2.972.90
Fidelity Freedom Index 2015 Cmgld Pool T2.962.89
Fidelity Freedom Index 2015 Cmgld Pool S2.972.88
Fidelity Freedom Blend 2015 Cmgld Pool T3.102.85
Fidelity Freedom Blend 2015 Cmgld Pool S3.102.83
Fidelity Freedom Blend 2015 Cmgld Pool R3.092.79
Fidelity Freedom Blend 2015 Cmgld Pool Q3.102.77
Fidelity Freedom Blend 2015 Cmgld Pool Y3.102.76
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2026-20301 year gross return1 year net return
AB Multi-Manager Ret Tr 2030 W CL T-13.19-13.58
AB Multi-Manager Ret Tr 2030 W CL K15-13.20-13.84
AB Multi-Manager Ret Tr 2030 W CL K-13.19-13.92
BNYM Newton SL SmartPath Trgt Dt 2030 T-14.75-14.80
BNYM Newton SL SmartPath TD2030 Fd-14.75-14.82
BNYM Newton SL SmartPath TD2030 Fd Instl-14.75-14.82
Fidelity Freedom Index 2030 Cmgld Pool Q-16.71-16.75
Fidelity Freedom Index 2030 Cmgld Pool Y-16.72-16.77
Fidelity Freedom Index 2030 Cmgld Pool R-16.74-16.78
Fidelity Freedom Index 2030 Cmgld Pool S-16.72-16.79
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2026-20305 year gross return5 year net return
BNYM Newton SL SmartPath Trgt Dt 2030 T4.354.31
BNYM Newton SL SmartPath TD2030 Fd4.354.27
Fidelity Freedom Blend 2030 Cmgld Pool T4.404.16
Fidelity Freedom Blend 2030 Cmgld Pool S4.394.13
BNYM Newton SL SmartPath TD2030 Fd Instl4.374.13
Fidelity Freedom Index 2030 Cmgld Pool Q4.124.11
Fidelity Freedom Blend 2030 Cmgld Pool R4.404.10
Fidelity Freedom Index 2030 Cmgld Pool R4.164.10
Fidelity Freedom Index 2030 Cmgld Pool T4.164.09
Fidelity Freedom Index 2030 Cmgld Pool Y4.144.08
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Intermediate-Term Bond1 year gross return1 year net return
Invesco Intermediate Bond Trust - C-7.91-8.19
FIAM Target Date Inv Grd Sctzd Cmgld Pl-11.87-11.87
FIAM Broad Market Duration Pool-12.76-12.76
BNYM Mellon SL Aggregate BIF T-12.93-12.94
MyWayRetirement Core Bond Fund CL R-12.77-12.97
BNYM Mellon DB SL Aggregate BIF-12.93-12.97
BNYM Mellon SL Aggregate BIF-12.93-12.98
BNYM Mellon NSL Aggregate BIF Instl-12.99-13.01
FIAM U.S. Bond Index Pool-13.02-13.02
BlackRock U.S. Debt Index Fd CL 0-13.01-13.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Intermediate-Term Bond5 year gross return5 year net return
Invesco Intermediate Bond Trust - C1.270.97
FIAM Broad Market Duration Pool1.080.89
Fort Washington Cor Pls Fxd Inc CIT Fdrs0.900.60
Lord Abbett Core Fix Inc Trust II CL SGn/a0.22
Lord Abbett Core Fxd Inc Tr II Shr Cl MQn/a0.22
Lord Abbett Core Fixed Inc Trust II CL R0.470.20
BlackRock U.S. Debt Index Fd CL 0n/a0.05
BlackRock U.S. Debt Index Fd CL 0IMn/a0.03
BlackRock U.S. Debt Index Fd CL 1n/a0.02
BNYM Mellon SL Aggregate BIF T0.030.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Long Government1 year gross return1 year net return
BNYM Mellon DB SL Long Term Govt BIF-28.94-28.97
BNYM Mellon DB NSL Long Term Govt BIF-28.95-28.98
NT LT Gov Bond Index Fund - NL - J-29.13-29.13
FIAM Target Date LT Treas Idx Cmgld Pool-29.46-29.46
BlackRock 20+ Treasury Bond Index CL R-31.35-31.44
FIAM Long U.S. Treasury STRIPS Pool Idx-41.86-41.86
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Long Government5 year gross return5 year net return
BNYM Mellon DB SL Long Term Govt BIF-2.14-2.18
NT LT Gov Bond Index Fund - NL - J-2.19-2.19
BNYM Mellon DB NSL Long Term Govt BIF-2.20-2.26
FIAM Target Date LT Treas Idx Cmgld Pool-2.38-2.39
BlackRock 20+ Treasury Bond Index CL R-2.68-2.82
FIAM Long U.S. Treasury STRIPS Pool Idx-4.28-4.32
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


High Yield Bond1 year gross return1 year net return
MacKay Shields High Yld Bond CIT 2-7.62-8.03
Eaton Vance Multi-Asset Credit II CIT-8.40-8.86
Eaton Vance EB High Yield I-9.07-9.45
Mesirow High Yield CIT Fdrs-9.64-10.00
Mesirow High Yield CIT Class Ln/a-10.04
Wellington CIF II Core High Yield S1-10.02-10.43
DDJ Total Return Credit I Composite-9.86-10.43
BNYM Insight DB SL High Yield Beta Fund-10.67-10.90
FIAM High Yield Bond Commingled Pool-11.57-11.57
Lord Abbett High Yield Core Tr II Fdrs-12.54-12.82
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


High Yield Bond5 year gross return5 year net return
MacKay Shields High Yld Bond CIT 2n/a3.17
BNYM Insight DB SL High Yield Beta Fund2.702.44
Eaton Vance EB High Yield I2.822.38
Lord Abbett High Yield Core Tr II Fdrs2.662.32
Lord Abbett High Yield Core Tr II CL Mn/a2.21
Lord Abbett High Yield Core Tr II CL Rn/a2.19
Wellington CIF II Core High Yield S12.552.13
DDJ Total Return Credit I Composite2.371.68
Loomis Sayles HYCSV CIT1.881.38
FIAM High Yield Bond Commingled Pool1.601.22
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Mid-Cap Value1 year gross return1 year net return
Mid Cap Value Fund Class I1-0.36-0.82
Mid Cap Value Fund Fee Class R1-0.35-0.82
MyWayRetirement Mid Cap Value Fund CL R-0.38-0.84
Mid Cap Value Fund CL I2-0.36-1.07
Speece Thorson Value Fund-2.39-3.33
MFS Mid Cap Value Fund CL 0-8.07-8.07
MFS Mid Cap Value Fund CL 2W-8.08-8.62
Wellington CIF II Mid Cap Value S1-9.85-9.85
WT CRM Small/Mid Cap Value CIT CL S-9.87-10.32
Ceredex Mid-Cap Value Equity Trust 2-13.18-13.66
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Mid-Cap Value5 year gross return5 year net return
Speece Thorson Value Fund9.298.25
Wellington CIF II Mid Cap Value S1n/a6.82
Ceredex Mid-Cap Value Equity Trust 2n/a6.74
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


World Allocation1 year gross return1 year net return
Wellington CIF II Divers Inflation Hge9.829.80
Wellington Opportunistic Investment-10.90-11.90
Invesco Global Asset Allocation Tr - C-12.36-12.79
Global Risk Premium - Low Volatility-14.92-15.27
Global Risk Premium - Mod Volatility-17.99-18.39
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


World Allocation5 year gross return5 year net return
Wellington CIF II Divers Inflation Hge7.527.33
Wellington Opportunistic Investmentn/a2.49
Global Risk Premium - Low Volatility1.531.12
Global Risk Premium - Mod Volatility1.410.93
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Foreign Large Value1 year gross return1 year net return
Wellington CIF International Contra Val-0.97-1.56
Causeway International Value Eq CIT 2-6.39-6.95
FIAM International Equity Value Cmgld Pl-7.32-7.32
LSV Asset Mgt Intl Lg Cap Val Eq Trust-6.86-7.56
LongView Intl. Value Eq Coll Fund-7.71-7.87
International Stock Fund CL I1-7.99-8.28
International Stock Fund CL R1-8.00-8.33
International Stock Fund CL I2-7.99-8.50
International Stock Fund CL I3-8.00-8.74
International Stock Fund Cl R3-7.99-8.78
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Foreign Large Value5 year gross return5 year net return
Wellington CIF International Contra Val2.472.08
Brandes International Equity Fd CL 72.171.61
LongView Intl. Value Eq Coll Fund1.081.13
International Fundamental Value CL 41.611.02
International Fundamental Value CL R1.610.99
International Fundamental Value Fd Cl 3n/a0.97
International Fundamental Value CL In/a0.92
International Fundamental Value CL 351.610.64
LSV Asset Mgt Intl Lg Cap Val Eq Trust0.72-0.03
International Stock Fund CL I10.27-0.08
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Small Value1 year gross return1 year net return
Hotchkis & Wiley Small Cap Div Val CL F-5.92-6.37
Hotchkis & Wiley Small Cap Div Val CL R-5.93-6.52
WT Franklin Small Cap Value CL 0-9.20-9.20
MyWayRetirement Small Cap Value Fd CL R-9.20-9.64
WT Franklin Small Cap Value CL R-9.20-9.68
Small Cap Value Fund II CL I1-13.77-14.23
Small Cap Value Fund II CL R1-13.77-14.27
Small Cap Value Fund II CL R2-13.75-14.47
BlackRock Russell 2000® Val Idx Fd CL 0-14.50-14.50
BlackRock Russell 2000® Val Idx Fd CL R-14.49-14.56
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Small Value5 year gross return5 year net return
BlackRock Russell 2000® Val Idx Fd CL 04.214.21
BlackRock Russell 2000® Val Idx Fd CL R4.204.12
BlackRock Russell 2000® Val Idx Fd CL 64.204.09
BlackRock Russell 2000® Val Idx Fd CL 84.214.07
BlackRock Russell 2000® Val Idx Fd CL 314.213.83
BlackRock Russell 2000® Val Idx Fd CL 464.213.68
BlackRock Russell 2000® Val Idx Fd CL 664.223.48
BlackRock Russell 2000® Val Idx Fd CL 964.243.19
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Mid-Cap Value1 year gross return1 year net return
Mid Cap Value Fund Class I1-0.36-0.82
Mid Cap Value Fund Fee Class R1-0.35-0.82
MyWayRetirement Mid Cap Value Fund CL R-0.38-0.84
Mid Cap Value Fund CL I2-0.36-1.07
Speece Thorson Value Fund-2.39-3.33
MFS Mid Cap Value Fund CL 0-8.07-8.07
MFS Mid Cap Value Fund CL 2W-8.08-8.62
Wellington CIF II Mid Cap Value S1-9.85-9.85
WT CRM Small/Mid Cap Value CIT CL S-9.87-10.32
Ceredex Mid-Cap Value Equity Trust 2-13.18-13.66
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Mid-Cap Value5 year gross return5 year net return
Speece Thorson Value Fund9.298.25
Wellington CIF II Mid Cap Value S1n/a6.82
Ceredex Mid-Cap Value Equity Trust 2n/a6.74
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Retirement Income1 year gross return1 year net return
AB Multi-Manager Ret Alloc Tr W CL T-10.04-10.44
AB Multi-Manager Ret Alloc Tr W CL K15-10.01-10.68
AB Multi-Manager Ret Alloc Tr W CL K-10.02-10.78
Fidelity Freedom Index Inc Cmgld Pool Q-11.02-11.06
Fidelity Freedom Index Inc Cmgld Pool R-11.02-11.06
Fidelity Freedom Index Inc Cmgld Pool Y-11.03-11.08
Fidelity Freedom Index Inc Cmgld Pool S-11.01-11.08
Fidelity Freedom Index Inc Cmgld Pool T-11.08-11.14
Fidelity Freedom Blend Inc Cmgld Pool T-11.28-11.47
Fidelity Freedom Blend Inc Cmgld Pool R-11.29-11.51
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Retirement Income5 year gross return5 year net return
BNYM Newton SL SmartPath Ret Inc Fd Cl T2.492.44
BNYM Newton SL SmartPath RetInc Fd Instl2.492.41
BNYM Newton SL SmartPath RetInc Fd2.492.39
Voya Target Solution Income Trust2.752.35
Fidelity Freedom Index Inc Cmgld Pool Q1.821.81
Fidelity Freedom Index Inc Cmgld Pool R1.851.80
Fidelity Freedom Index Inc Cmgld Pool S1.861.78
Fidelity Freedom Index Inc Cmgld Pool T1.851.78
Fidelity Freedom Index Inc Cmgld Pool Y1.841.78
Fidelity Freedom Blend Inc Cmgld Pool T1.881.64
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Short-Term Bond1 year gross return1 year net return
FIAM Target Date Short Credit Cmgld Pool-3.12-3.12
FIAM Short Duration Pool-3.30-3.30
BNYM Mellon NSL 1-3 Yr G/C BIF Instl-3.70-3.72
BNYM Mellon SL 1-3 Yr G/C BIF-3.68-3.74
Lord Abbett Short Duration Cr Tr II CL N-4.17-4.34
Lord Abbett Short Dur Cr Tr II CL MQ-4.16-4.37
Lord Abbett Short Dur Cred Tr II Fdrs-4.16-4.37
Lord Abbett Short Dur Cred Tr II CL R-4.16-4.42
Voya Short Duration High Quality Trust-4.72-5.04
FIAM Intermediate Duration Pool-8.42-8.42
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Short-Term Bond5 year gross return5 year net return
FIAM Target Date Short Credit Cmgld Pool1.441.44
FIAM Short Duration Pool1.241.08
FIAM Intermediate Duration Pool1.191.00
Voya Short Duration High Quality Trust1.280.94
BNYM Mellon NSL 1-3 Yr G/C BIF Instl0.880.86
BNYM Mellon SL 1-3 Yr G/C BIF0.910.85
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Large Value1 year gross return1 year net return
BNYM Newton NSL US Dynamic LC Value UC13.743.74
BNYM Newton PE NSL US Dyn Large Cap Val3.673.67
Beutel Goodman U.S. Equity Fund (US$)2.332.04
Invesco Diversified Dividend Trust - I-1.29-1.59
Eaton Vance Large Cap Val CIT-1.94-2.39
American Century US Value Yield Eq Tr 1-1.88-2.41
Large Cap Value Fund CL I1-2.53-2.81
Large Cap Value Fund CL R1-2.53-2.81
FRS Putnam Large Cap Value Fund Class G1-2.53-2.84
FIAM Target Date Val Discvry Cmgld Pool-2.92-2.92
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Large Value5 year gross return5 year net return
BNYM Newton NSL US Dynamic LC Value UC110.9410.66
BNYM Newton PE NSL US Dyn Large Cap Val10.5510.26
Beutel Goodman U.S. Equity Fund (US$)9.489.23
FIAM Target Date Val Discvry Cmgld Pool8.918.91
Eaton Vance Large Cap Val CIT9.368.76
Voya Large Cap Value Trust9.178.46
Wellington CIF II Quality Value8.468.46
Harris Assoc. Oakmark Collective Fd Cl 1n/a8.03
Wellington CIF II Quality Value S1n/a7.99
Diamond Hill Large Cap Portfolio CL Ln/a7.96
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Mid-Cap Blend1 year gross return1 year net return
BNYM Newton NSL US Small/Mid Cap Opp Val-12.08-12.08
BNYM Mellon SL Mid Cap SIF T-12.98-12.97
BNYM Mellon SL Mid Cap SIF Instl-12.98-13.00
BNYM Mellon SL Mid Cap SIF-12.98-13.02
BNYM Mellon DB SL Mid Cap SIF-12.99-13.03
BNYM Mellon NSL Mid Cap SIF Instl-13.03-13.05
BlackRock Mid Cap Equity Idx Fund CL 0-13.07-13.07
BNYM Mellon SL Mid Cap SIF UC2-12.98-13.08
BNYM Mellon NSL Mid Cap SIF-13.03-13.09
BlackRock Mid Cap Equity Index Fd CL 1-13.07-13.09
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Mid-Cap Blend5 year gross return5 year net return
BlackRock Mid Cap Equity Idx Fund CL 06.756.75
BNYM Mellon SL Mid Cap SIF T6.766.74
BNYM Mellon DB SL Mid Cap SIF6.786.73
BNYM Mellon SL Mid Cap SIF Instln/a6.73
BNYM Mellon SL Mid Cap SIF6.766.72
BNYM Mellon NSL Mid Cap SIF Instl6.736.71
BlackRock Mid Cap Equity Idx Fund CL Rn/a6.70
BlackRock Mid Cap Equity Index Fd CL 1n/a6.68
BNYM Mellon NSL Mid Cap SIF6.736.67
BlackRock Mid Cap Equity Idx Fund CL 6n/a6.66
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Long Government1 year gross return1 year net return
BNYM Mellon DB SL Long Term Govt BIF-28.94-28.97
BNYM Mellon DB NSL Long Term Govt BIF-28.95-28.98
NT LT Gov Bond Index Fund - NL - J-29.13-29.13
FIAM Target Date LT Treas Idx Cmgld Pool-29.46-29.46
BlackRock 20+ Treasury Bond Index CL R-31.35-31.44
FIAM Long U.S. Treasury STRIPS Pool Idx-41.86-41.86
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Long Government5 year gross return5 year net return
BNYM Mellon DB SL Long Term Govt BIF-2.14-2.18
NT LT Gov Bond Index Fund - NL - J-2.19-2.19
BNYM Mellon DB NSL Long Term Govt BIF-2.20-2.26
FIAM Target Date LT Treas Idx Cmgld Pool-2.38-2.39
BlackRock 20+ Treasury Bond Index CL R-2.68-2.82
FIAM Long U.S. Treasury STRIPS Pool Idx-4.28-4.32
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Multisector Bond1 year gross return1 year net return
Invesco Active Multi-Sector Cr Tr - II-7.85-8.15
FIAM Tactical Bond Pool-10.58-10.58
Pioneer Multi-Sector Fixed Income CL R-11.40-11.48
Pioneer Multi-Sector Fixed Income CL R1-11.41-11.79
Lord Abbett Multi-Sect Strat Tr II Fdrs-12.37-12.81
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Real Estate1 year gross return1 year net return
BNYM Mellon SL REIT Index Fund-26.03-22.53
Invesco Equity Real Estate Sec Tr - C-23.91-24.50
Wilmington Trust Franklin RE Secs CL 0-24.93-24.93
BNYM Mellon NSL REIT Index Fund Instl-26.05-26.07
BNYM Mellon SL REIT Index Fund T-26.03-26.08
BNYM Mellon NSL REIT Index Fund-26.05-26.12
Spartan Real Estate Index Pool A-26.12-26.12
FIAM U.S. Real Estate Invest Tr CIT-26.34-26.34
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Real Estate5 year gross return5 year net return
FIAM U.S. Real Estate Invest Tr CIT4.153.69
BNYM Mellon SL REIT Index Fund2.463.34
Invesco Equity Real Estate Sec Tr - C3.953.17
BNYM Mellon NSL REIT Index Fund Instl2.462.44
BNYM Mellon SL REIT Index Fund T2.462.44
BNYM Mellon NSL REIT Index Fund2.472.37
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Mid-Cap Blend1 year gross return1 year net return
BNYM Newton NSL US Small/Mid Cap Opp Val-12.08-12.08
BNYM Mellon SL Mid Cap SIF T-12.98-12.97
BNYM Mellon SL Mid Cap SIF Instl-12.98-13.00
BNYM Mellon SL Mid Cap SIF-12.98-13.02
BNYM Mellon DB SL Mid Cap SIF-12.99-13.03
BNYM Mellon NSL Mid Cap SIF Instl-13.03-13.05
BlackRock Mid Cap Equity Idx Fund CL 0-13.07-13.07
BNYM Mellon SL Mid Cap SIF UC2-12.98-13.08
BNYM Mellon NSL Mid Cap SIF-13.03-13.09
BlackRock Mid Cap Equity Index Fd CL 1-13.07-13.09
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Mid-Cap Blend5 year gross return5 year net return
BlackRock Mid Cap Equity Idx Fund CL 06.756.75
BNYM Mellon SL Mid Cap SIF T6.766.74
BNYM Mellon DB SL Mid Cap SIF6.786.73
BNYM Mellon SL Mid Cap SIF Instln/a6.73
BNYM Mellon SL Mid Cap SIF6.766.72
BNYM Mellon NSL Mid Cap SIF Instl6.736.71
BlackRock Mid Cap Equity Idx Fund CL Rn/a6.70
BlackRock Mid Cap Equity Index Fd CL 1n/a6.68
BNYM Mellon NSL Mid Cap SIF6.736.67
BlackRock Mid Cap Equity Idx Fund CL 6n/a6.66
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Foreign Large Blend1 year gross return1 year net return
Altrinsic International Equity Collectiv-7.73-7.72
Lazard/Wilmington ACW Ex-US Eq Adv Fd0IM-13.12-13.24
BNYM Newton PE NSL International Eq Fd-13.57-13.57
Lazard/Wilmington ACW Ex-US Eq Adv Fd R-13.17-13.72
NT EAFE Index Fund - NL-13.83-13.83
BlackRock EAFE Equity Index Fund CL 0-13.88-13.88
BlackRock EAFE Equity Index Fund CL 1-13.88-13.92
BlackRock EAFE Equity Index Fund CL R-13.88-13.93
BlackRock EAFE Equity Index Fund CL 6-13.88-13.95
Spartan Developed International Idx Pl A-13.95-13.95
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Foreign Large Blend5 year gross return5 year net return
Altrinsic International Equity Collectiv2.922.95
Lazard/Wilmington ACW Ex-US Eq Adv Fd0IM2.882.69
Wellington CIF International Research Eq2.822.63
FIAM Select International Pool2.802.37
FIAM International Growth Pool2.832.36
Wellington CIF II Intl Opps2.322.23
Spartan Developed International Idx Pl A2.202.20
Lazard/Wilmington ACW Ex-US Eq Adv Fd Rn/a2.12
NT EAFE Index Fund - NL2.022.02
BlackRock EAFE Equity Index Fund CL 01.981.98
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Short-Term Bond1 year gross return1 year net return
FIAM Target Date Short Credit Cmgld Pool-3.12-3.12
FIAM Short Duration Pool-3.30-3.30
BNYM Mellon NSL 1-3 Yr G/C BIF Instl-3.70-3.72
BNYM Mellon SL 1-3 Yr G/C BIF-3.68-3.74
Lord Abbett Short Duration Cr Tr II CL N-4.17-4.34
Lord Abbett Short Dur Cr Tr II CL MQ-4.16-4.37
Lord Abbett Short Dur Cred Tr II Fdrs-4.16-4.37
Lord Abbett Short Dur Cred Tr II CL R-4.16-4.42
Voya Short Duration High Quality Trust-4.72-5.04
FIAM Intermediate Duration Pool-8.42-8.42
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Short-Term Bond5 year gross return5 year net return
FIAM Target Date Short Credit Cmgld Pool1.441.44
FIAM Short Duration Pool1.241.08
FIAM Intermediate Duration Pool1.191.00
Voya Short Duration High Quality Trust1.280.94
BNYM Mellon NSL 1-3 Yr G/C BIF Instl0.880.86
BNYM Mellon SL 1-3 Yr G/C BIF0.910.85
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Large Blend1 year gross return1 year net return
FIAM U.S. Low Volatility Equity Pool-7.88-7.88
Amalgamated Bank LongView 1500 Mk Idx CF-17.41-17.47
IBEW-NECA EQUITY INDEX FUND-18.09-18.10
BNYM Mellon SL SIF T-18.11-18.11
BNYM Mellon AFL-CIO SL SIF-18.10-18.11
ASB Labor Equity Index Fund-18.10-18.11
Spartan 500 Index Pool A-18.12-18.12
Spartan 500 Index Pool E-18.12-18.12
BNYM Mellon SL SIF Instl-18.11-18.12
BNYM Mellon NSL SIF Instl-18.12-18.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Large Blend5 year gross return5 year net return
Amalgamated Bank LongView 1500 Mk Idx CF9.779.70
BNYM Mellon SL SIF T9.449.44
BNYM Mellon NSL SIF Instl9.439.42
Spartan 500 Index Pool A9.429.42
Spartan 500 Index Pool D9.429.41
Spartan 500 Index Pool E9.429.41
Spartan 500 Index Pool C9.429.40
BNYM Mellon SL SIF9.449.39
IBEW-NECA EQUITY INDEX FUND9.419.39
BNYM Mellon DB SL SIF9.449.39
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Small Growth1 year gross return1 year net return
Wellington CIF II Small Cap 2000 S1-21.43-22.14
Wellington CIF II SMID Cap Research S1-22.17-22.17
RHJ SMID Cap Opportunities CIT 1-23.06-23.60
NB Small Cap Growth (WTNA) Tr Fndrs-23.72-24.19
Voya Small Cap Growth Trust-23.67-24.35
Geneva Small Cap Growth Collect Fd CL C-23.91-24.45
Ivy Small Cap Growth CIT 1-25.02-25.54
BlackRock Russell 2000® Growth Idx CL 0-26.24-26.24
BlackRock Russell 2000® Growth Idx CL R-26.24-26.30
BlackRock Russell 2000® Growth Idx CL 6-26.24-26.32
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Small Growth5 year gross return5 year net return
Wellington CIF II SMID Cap Research S1n/a7.56
Wellington CIF II Small Cap 2000 S17.626.70
BlackRock Russell 2000® Growth Idx CL 03.623.62
BlackRock Russell 2000® Growth Idx CL R3.623.54
BlackRock Russell 2000® Growth Idx CL 63.623.51
BlackRock Russell 2000® Growth Idx CL 83.633.49
BlackRock Russell 2000® Growth Idx CL 313.633.26
BlackRock Russell 2000® Growth Idx CL 463.633.11
BlackRock Russell 2000® Growth Idx CL 663.642.91
BlackRock Russell 2000® Growth Idx CL 963.672.62
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Long-Term Bond1 year gross return1 year net return
FIAM 8-10 Year Corporate Bond CIT A-16.64-16.64
BNYM Mellon DB SL Long Term Credit BIF-24.97-25.02
FIAM Long Corporate Commingled Pool-26.32-26.32
FIAM Long Duration CIT-27.71-27.71
Wellington CIF II Long Bond-27.81-27.91
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Long-Term Bond5 year gross return5 year net return
FIAM 8-10 Year Corporate Bond CIT A0.690.69
FIAM Long Duration CIT-0.56-0.74
BNYM Mellon DB SL Long Term Credit BIF-0.68-0.75
Wellington CIF II Long Bondn/a-1.06
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Foreign Small/Mid Value1 year gross return1 year net return
Kopernik Global All-Cap CIT 2-8.73-9.55
Kopernik Global All-Cap CIT 1-8.70-9.56
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


High Yield Bond1 year gross return1 year net return
MacKay Shields High Yld Bond CIT 2-7.62-8.03
Eaton Vance Multi-Asset Credit II CIT-8.40-8.86
Eaton Vance EB High Yield I-9.07-9.45
Mesirow High Yield CIT Fdrs-9.64-10.00
Mesirow High Yield CIT Class Ln/a-10.04
Wellington CIF II Core High Yield S1-10.02-10.43
DDJ Total Return Credit I Composite-9.86-10.43
BNYM Insight DB SL High Yield Beta Fund-10.67-10.90
FIAM High Yield Bond Commingled Pool-11.57-11.57
Lord Abbett High Yield Core Tr II Fdrs-12.54-12.82
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


High Yield Bond5 year gross return5 year net return
MacKay Shields High Yld Bond CIT 2n/a3.17
BNYM Insight DB SL High Yield Beta Fund2.702.44
Eaton Vance EB High Yield I2.822.38
Lord Abbett High Yield Core Tr II Fdrs2.662.32
Lord Abbett High Yield Core Tr II CL Mn/a2.21
Lord Abbett High Yield Core Tr II CL Rn/a2.19
Wellington CIF II Core High Yield S12.552.13
DDJ Total Return Credit I Composite2.371.68
Loomis Sayles HYCSV CIT1.881.38
FIAM High Yield Bond Commingled Pool1.601.22
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Mid-Cap Growth1 year gross return1 year net return
Wellington CIF II MdCap Opportunities-22.59-22.59
Wellington CIF II MdCap Opportunities S3-22.60-23.01
Wellington CIF II MdCap Opportunities S2-22.59-23.01
Wellington CIF II MdCap Opportunities S1-22.57-23.10
KAR Small-Mid Cap Core Cl 1-23.35-23.88
Voya Mid Cap Growth Trust Class 2-24.59-25.18
BNYM Mellon NSL Mkt Completion Fd Instl-26.18-26.19
BNYM Mellon NSL Mkt Completion Fd-26.18-26.23
Spartan Extended Market Index Pool A-26.40-26.40
Spartan Extended Market Index Pool E-26.39-26.42
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Mid-Cap Growth5 year gross return5 year net return
KAR Small-Mid Cap Core Cl 111.7911.02
BNYM Newton US Small/Mid Cap Gr Eq Instl9.048.35
Invesco Mid Cap Growth Trust - C8.747.89
Invesco Mid Cap Growth A1n/a7.53
Invesco Mid Cap Growth Tr - In/a7.52
Voya Mid Cap Growth Trust Class 27.927.07
WTNA Mid Cap Growth Sel Fd Cl 0IM6.906.79
WTNA Mid Cap Growth Sel Fd Cl R6.756.21
Wellington CIF II MdCap Opportunities6.156.15
WTNA Mid Cap Growth Sel Fd Cl 356.755.84
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2021-20251 year gross return1 year net return
AB Multi-Manager Ret Tr 2025 W CL T-12.59-12.98
AB Multi-Manager Ret Tr 2025 W CL K15-12.59-13.24
AB Multi-Manager Ret Tr 2025 W CL K-12.59-13.33
BNYM Newton SL SmartPath Trgt Dt 2025 T-14.09-14.14
BNYM Newton SL SmartPath TD2025 Fd Instl-14.09-14.15
BNYM Newton SL SmartPath TD2025 Fd-14.09-14.16
Fidelity Freedom Index 2025 Cmgld Pool R-16.49-16.53
Fidelity Freedom Index 2025 Cmgld Pool Q-16.49-16.53
Fidelity Freedom Index 2025 Cmgld Pool Y-16.50-16.55
Fidelity Freedom Index 2025 Cmgld Pool T-16.49-16.55
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2021-20255 year gross return5 year net return
BNYM Newton SL SmartPath Trgt Dt 2025 T4.003.96
BNYM Newton SL SmartPath TD2025 Fd4.003.91
BNYM Newton SL SmartPath TD2025 Fd Instl4.003.85
Fidelity Freedom Blend 2025 Cmgld Pool T3.833.58
Fidelity Freedom Index 2025 Cmgld Pool Q3.593.57
Fidelity Freedom Blend 2025 Cmgld Pool S3.833.56
Fidelity Freedom Index 2025 Cmgld Pool R3.623.56
Fidelity Freedom Index 2025 Cmgld Pool Y3.613.55
Fidelity Freedom Index 2025 Cmgld Pool T3.623.55
Fidelity Freedom Index 2025 Cmgld Pool S3.623.54
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Emerging Markets Bond1 year gross return1 year net return
Capital Group EM Debt (Broad) DB Fund-12.52-13.05
Capital Group EM Debt (Broad) DC Unit T-12.54-13.07
FIAM Emerging Mkts Debt Commingled Pool-14.29-14.29
Wellington CIF II Opportunistic EM Dbt-16.22-16.22
Wellington CIF II Opportunistic EM DbtS1-16.22-16.73
TCW Emerging Markets Fixed Income Cl B-17.00-17.43
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Emerging Markets Bond5 year gross return5 year net return
Wellington CIF II Opportunistic EM Dbt-0.56-0.56
Capital Group EM Debt (Broad) DB Fundn/a-0.59
Capital Group EM Debt (Broad) DC Unit T-0.03-0.63
Wellington CIF II Opportunistic EM DbtS1n/a-1.10
FIAM Emerging Mkts Debt Commingled Pool-1.47-1.95
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2031-20351 year gross return1 year net return
AB Multi-Manager Ret Tr 2035 W CL T-13.37-13.76
AB Multi-Manager Ret Tr 2035 W CL K15-13.38-14.02
AB Multi-Manager Ret Tr 2035 W CL K-13.37-14.10
BNYM Newton SL SmartPath Trgt Dt 2035 T-15.26-15.26
BNYM Newton SL SmartPath TD2035 Fd Instl-15.26-15.33
BNYM Newton SL SmartPath TD2035 Fd-15.26-15.33
PIMCO RealPath Blend 2035 CT C-17.07-17.24
Fidelity Freedom Index 2035 Cmgld Pool Q-17.47-17.50
Fidelity Freedom Index 2035 Cmgld Pool R-17.46-17.50
Fidelity Freedom Index 2035 Cmgld Pool Y-17.47-17.52
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2031-20355 year gross return5 year net return
Fidelity Freedom Blend 2035 Cmgld Pool T5.214.97
Fidelity Freedom Blend 2035 Cmgld Pool S5.214.94
Fidelity Freedom Blend 2035 Cmgld Pool R5.214.90
Fidelity Freedom Blend 2035 Cmgld Pool Q5.214.88
Fidelity Freedom Index 2035 Cmgld Pool Q4.894.87
Fidelity Freedom Blend 2035 Cmgld Pool Y5.214.86
Fidelity Freedom Index 2035 Cmgld Pool R4.914.86
Fidelity Freedom Index 2035 Cmgld Pool Y4.924.86
Fidelity Freedom Index 2035 Cmgld Pool T4.924.84
Fidelity Freedom Blend 2035 Cmgld Pool X5.204.83
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Large Value1 year gross return1 year net return
BNYM Newton NSL US Dynamic LC Value UC13.743.74
BNYM Newton PE NSL US Dyn Large Cap Val3.673.67
Beutel Goodman U.S. Equity Fund (US$)2.332.04
Invesco Diversified Dividend Trust - I-1.29-1.59
Eaton Vance Large Cap Val CIT-1.94-2.39
American Century US Value Yield Eq Tr 1-1.88-2.41
Large Cap Value Fund CL I1-2.53-2.81
Large Cap Value Fund CL R1-2.53-2.81
FRS Putnam Large Cap Value Fund Class G1-2.53-2.84
FIAM Target Date Val Discvry Cmgld Pool-2.92-2.92
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Large Value5 year gross return5 year net return
BNYM Newton NSL US Dynamic LC Value UC110.9410.66
BNYM Newton PE NSL US Dyn Large Cap Val10.5510.26
Beutel Goodman U.S. Equity Fund (US$)9.489.23
FIAM Target Date Val Discvry Cmgld Pool8.918.91
Eaton Vance Large Cap Val CIT9.368.76
Voya Large Cap Value Trust9.178.46
Wellington CIF II Quality Value8.468.46
Harris Assoc. Oakmark Collective Fd Cl 1n/a8.03
Wellington CIF II Quality Value S1n/a7.99
Diamond Hill Large Cap Portfolio CL Ln/a7.96
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Foreign Large Growth1 year gross return1 year net return
International Growth Fund II Class I1-14.50-14.91
International Growth Fund II Class R1-14.50-14.91
International Growth Fund II Class I2-14.51-15.13
Invesco EQV International Equity Tr - I-17.39-17.89
FIAM International Equity Gr Cmgld Pl-22.86-22.86
FIAM Overseas Commingled Pool A-23.14-23.14
Hardman Johnston Intl Equity Group Trust-23.09-23.62
Capital Group Intl Equity DC Unit T-23.35-23.90
Capital Group Int'l Equity DB Fund-23.60-24.15
Capital Group Intl All Countries Eq DB-25.84-26.28
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Foreign Large Growth5 year gross return5 year net return
International Leaders CIT Class I3.803.79
Hardman Johnston Intl Equity Group Trust4.433.76
Wellington CIF II Intl Qual Gr S1n/a3.06
Capital Group Int'l Equity DB Fund3.582.86
Capital Group Intl Equity DC Unit T3.512.79
Wellington CIF II Intl Qual Gr S2n/a2.36
William Blair International Growth CIT3.172.33
Invesco EQV International Equity Tr - In/a1.83
Capital Group Intl All Countries Eq DB2.381.69
Capital Group Intl All Countries Eq DC-T2.361.65
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Small Growth1 year gross return1 year net return
Wellington CIF II Small Cap 2000 S1-21.43-22.14
Wellington CIF II SMID Cap Research S1-22.17-22.17
RHJ SMID Cap Opportunities CIT 1-23.06-23.60
NB Small Cap Growth (WTNA) Tr Fndrs-23.72-24.19
Voya Small Cap Growth Trust-23.67-24.35
Geneva Small Cap Growth Collect Fd CL C-23.91-24.45
Ivy Small Cap Growth CIT 1-25.02-25.54
BlackRock Russell 2000® Growth Idx CL 0-26.24-26.24
BlackRock Russell 2000® Growth Idx CL R-26.24-26.30
BlackRock Russell 2000® Growth Idx CL 6-26.24-26.32
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Small Growth5 year gross return5 year net return
Wellington CIF II SMID Cap Research S1n/a7.56
Wellington CIF II Small Cap 2000 S17.626.70
BlackRock Russell 2000® Growth Idx CL 03.623.62
BlackRock Russell 2000® Growth Idx CL R3.623.54
BlackRock Russell 2000® Growth Idx CL 63.623.51
BlackRock Russell 2000® Growth Idx CL 83.633.49
BlackRock Russell 2000® Growth Idx CL 313.633.26
BlackRock Russell 2000® Growth Idx CL 463.633.11
BlackRock Russell 2000® Growth Idx CL 663.642.91
BlackRock Russell 2000® Growth Idx CL 963.672.62
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Large Growth1 year gross return1 year net return
Wellington CIF II Large Cap Research Eq-18.35-18.39
Wellington CIF US Research Equity-18.42-18.41
FIAM U.S. Total Market Equity CF-20.33-20.33
Capital Group U.S. Equity DC Unit T-20.10-20.51
Capital Group U.S. Equity DB Fund-20.09-21.25
Wilmington Trust Franklin Growth CL S-24.26-24.49
Wilmington Trust Franklin Growth CL R-24.26-24.51
WTNA Large Cap Growth Sel Fd Cl 0IM-28.06-28.10
AB US Large Cap Growth (W Sers) CL N-28.06-28.30
AB US Large Cap Growth (W Sers) CL P-3-28.11-28.36
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Large Growth5 year gross return5 year net return
BlackRock Russell 1000® Growth Idx CL 010.9910.99
BlackRock Russell 1000® Growth Idx CL 6n/a10.98
Spartan Large Cap Growth Index Pool10.9510.95
BlackRock Russell 1000® Growth Idx CL R11.0010.95
Wellington CIF II Growth10.6110.61
WTNA Large Cap Growth Sel Fd Cl 0IM10.2910.20
Wellington CIF II Growth S210.6210.14
WTNA Large Cap Growth Sel Fd Cl R10.279.71
Wellington CIF II Large Cap Research Eqn/a9.47
Wellington CIF US Research Equity9.389.36
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2036-20401 year gross return1 year net return
AB Multi-Manager Ret Tr 2040 W CL T-14.35-14.73
AB Multi-Manager Ret Tr 2040 W CL K15-14.35-14.98
AB Multi-Manager Ret Tr 2040 W CL K-14.35-15.07
BNYM Newton SL SmartPath Trgt Dt 2040 T-15.75-15.75
BNYM Newton SL SmartPath TD2040 Fd Instl-15.75-15.81
BNYM Newton SL SmartPath TD2040 Fd-15.75-15.82
PIMCO RealPath Blend 2040 CT C-17.00-17.15
Voya Target Solution 2040 Trust-17.68-18.01
Fidelity Freedom Index 2040 Cmgld Pool R-18.10-18.14
Fidelity Freedom Index 2040 Cmgld Pool Y-18.09-18.14
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2036-20405 year gross return5 year net return
Fidelity Freedom Blend 2040 Cmgld Pool T5.655.41
Fidelity Freedom Blend 2040 Cmgld Pool S5.665.39
Fidelity Freedom Index 2040 Cmgld Pool R5.415.35
Fidelity Freedom Index 2040 Cmgld Pool Q5.365.35
Fidelity Freedom Blend 2040 Cmgld Pool R5.655.34
Fidelity Freedom Index 2040 Cmgld Pool Y5.405.34
Fidelity Freedom Index 2040 Cmgld Pool T5.405.33
Fidelity Freedom Index 2040 Cmgld Pool S5.405.32
Fidelity Freedom Blend 2040 Cmgld Pool Q5.665.32
Fidelity Freedom Blend 2040 Cmgld Pool Y5.665.31
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


World Bond1 year gross return1 year net return
Wellington CIF II World Bond S2-2.80-3.22
PIMCO Global Advantage Strategy CIT II-8.87-9.49
MyWayRetirement Global Bond Fund CL R-10.09-10.42
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


World Bond5 year gross return5 year net return
Wellington CIF II World Bond S21.581.18
PIMCO Global Advantage Strategy CIT II1.310.70
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Short Government1 year gross return1 year net return
BlackRock 1-3 Year Gov Bond Idx CL R-3.79-3.86
BlackRock 1-3 Year Gov Bond Idx CL 6-3.78-3.88
BlackRock 1-3 Year Gov Bond Idx CL 8-3.78-3.90
BlackRock 1-3 Year Gov Bond Idx CL 31-3.78-4.12
BlackRock 1-3 Year Gov Bond Idx CL 46-3.78-4.26
BlackRock 1-3 Year Gov Bond Idx CL 66-3.77-4.44
BlackRock 1-3 Year Gov Bond Idx CL 96-3.76-4.72
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Short Government5 year gross return5 year net return
BlackRock 1-3 Year Gov Bond Idx CL R0.840.76
BlackRock 1-3 Year Gov Bond Idx CL 60.850.74
BlackRock 1-3 Year Gov Bond Idx CL 80.840.72
BlackRock 1-3 Year Gov Bond Idx CL 310.850.49
BlackRock 1-3 Year Gov Bond Idx CL 460.840.34
BlackRock 1-3 Year Gov Bond Idx CL 660.860.15
BlackRock 1-3 Year Gov Bond Idx CL 960.87-0.14
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Stable Value1 year gross return1 year net return
Putnam Stable Value Fund: Gross2.652.64
Putnam Stable Value Fund: 10bps2.652.54
Putnam Stable Value Fund: 15bps2.652.49
Putnam Stable Value Fund: 20bps2.652.44
Putnam Stable Value Fund: 25bps2.652.39
Putnam Stable Value Fund: 35bps2.652.29
MissionSquare PLUS Fund Gross2.282.28
Putnam Stable Value Fund: 45bps2.652.18
Galliard Stable Return Fund Core2.112.13
MissionSquare PLUS Fund F132.282.13
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Stable Value5 year gross return5 year net return
Putnam Stable Value Fund: Gross2.602.60
Putnam Stable Value Fund: 10bps2.602.50
MissionSquare PLUS Fund Gross2.472.47
Putnam Stable Value Fund: 15bps2.602.45
Putnam Stable Value Fund: 20bps2.602.40
Putnam Stable Value Fund: 25bps2.602.35
Galliard Stable Return Fund Core2.252.28
Putnam Stable Value Fund: 35bps2.612.24
MissionSquare PLUS Fund R102.472.16
MissionSquare PLUS Fund R13n/a2.16
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Bank Loan1 year gross return1 year net return
FIAM Floating Rate High Income Pool0.410.41
Voya Senior Loan Trust-2.04-2.62
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Bank Loan5 year gross return5 year net return
FIAM Floating Rate High Income Pool3.703.31
Voya Senior Loan Trust2.662.05
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Multisector Bond1 year gross return1 year net return
Invesco Active Multi-Sector Cr Tr - II-7.85-8.15
FIAM Tactical Bond Pool-10.58-10.58
Pioneer Multi-Sector Fixed Income CL R-11.40-11.48
Pioneer Multi-Sector Fixed Income CL R1-11.41-11.79
Lord Abbett Multi-Sect Strat Tr II Fdrs-12.37-12.81
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Moderate Allocation1 year gross return1 year net return
Wellington CIF II Balanced Real Asset S12.752.43
Balanced Sustainable Fund Class R1-13.28-13.56
Balanced Sustainable Fund Class I1-13.28-13.56
Lazard/Wilmington CapAlloc Mgd Gl Dsfd 6-14.66-15.33
Lazard/Wilmington CapAlloc Mgd Gl Dsfd 1-14.75-15.39
Lazard/Wilmington CapAlloc Mgd Gl Dsfd 2-14.73-15.43
Income & Growth ETF Fund CL 35-15.32-15.45
Income & Growth ETF Fund CL 60-15.32-15.66
Income & Growth ETF Fund CL 75-15.32-15.79
Income & Growth ETF Fund CL 95-15.32-15.95
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Moderate Allocation5 year gross return5 year net return
Wellington CIF II Balanced Real Asset S16.175.63
FIAM Pension Journey 70/30 Commingled Pl3.643.64
FIAM Pension Journey 60/40 Commingled Pl3.013.01
Lazard/Wilmington CapAlloc Mgd Gl Dsfd 63.132.27
Lazard/Wilmington CapAlloc Mgd Gl Dsfd 12.992.22
Lazard/Wilmington CapAlloc Mgd Gl Dsfd 22.992.16
Income & Growth ETF Fund CL 352.262.13
Income & Growth ETF Fund CL 602.261.87
Income & Growth ETF Fund CL 752.261.72
Income & Growth ETF Fund CL 952.251.51
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Small Blend1 year gross return1 year net return
WTNA Small Cap Value Sel Fd Cl 0IM-9.17-9.23
WTNA Small Cap Value Sel Fd Cl R-9.19-9.69
Mesirow Fncl SMID Cap Val Eq CIT Fdrs-9.36-9.76
Wellington CIF II Small Cap Value S1-9.34-10.16
Wellington CIF II Small Cap Opps-13.67-14.34
Lazard/Wilmington US Sm Mid-Cap Eq CL LZ-14.27-14.47
GW&K Small Cap Core Equity CIF-15.37-16.01
Voya Small Cap Core Trust-15.47-16.06
FIAM Small Company Pool-17.67-17.67
FIAM Small Company Class B-17.67-18.15
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Small Blend5 year gross return5 year net return
Wellington CIF II Small Cap Oppsn/a7.81
FIAM Small Company Pool7.867.22
FIAM Small Company Class B7.867.20
FIAM Small Cap Core Class B6.766.14
FIAM Small Cap Core Pool6.756.12
FIAM Small Cap Core Class P6.746.12
FIAM Small Cap Core Class O6.746.08
FIAM Small Cap Core Class Dn/a6.00
BNYM Mellon NSL Smid Cap SIF Instl5.935.90
FIAM Small Cap Core Class G6.755.89
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2041-20451 year gross return1 year net return
AB Multi-Manager Ret Tr 2045 W CL T-15.10-15.48
AB Multi-Manager Ret Tr 2045 W CL K15-15.10-15.73
AB Multi-Manager Ret Tr 2045 W CL K-15.11-15.82
BNYM Newton SL SmartPath Trgt Dt 2045 T-16.09-16.08
BNYM Newton SL SmartPath TD2045 Fd Instl-16.09-16.15
BNYM Newton SL SmartPath TD2045 Fd-16.09-16.17
PIMCO RealPath Blend 2045 CT C-17.14-17.27
Fidelity Freedom Index 2045 Cmgld Pool Y-18.10-18.15
Fidelity Freedom Index 2045 Cmgld Pool Q-18.12-18.15
Fidelity Freedom Index 2045 Cmgld Pool R-18.15-18.19
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2041-20455 year gross return5 year net return
Fidelity Freedom Blend 2045 Cmgld Pool T5.655.40
Fidelity Freedom Blend 2045 Cmgld Pool S5.665.39
Fidelity Freedom Index 2045 Cmgld Pool Q5.385.37
Voya Target Solution 2045 Trust5.785.37
Fidelity Freedom Index 2045 Cmgld Pool Y5.415.34
Fidelity Freedom Blend 2045 Cmgld Pool R5.645.34
Fidelity Freedom Index 2045 Cmgld Pool R5.405.34
Fidelity Freedom Index 2045 Cmgld Pool T5.415.33
Fidelity Freedom Blend 2045 Cmgld Pool Q5.665.32
Fidelity Freedom Index 2045 Cmgld Pool S5.415.32
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023
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