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




Large Growth1 year gross return1 year net return
Marshfield Core Value Equity6.905.63
Horizon Large Cap Institutional4.663.61
Severin Relative Strength3.542.06
Contravisory Strategic Equity Portfolio0.01-0.88
Sawgrass Focused Growth Equity-0.50-1.17
GQG Partners US Equity-2.51-3.00
Port Capital Partners Equity-2.37-3.18
Winans Growth 100% Composite-8.89-9.53
Merlin Dynamic Growth-10.36-11.02
Atlanta High Quality Select Equity-11.23-11.76
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Large Growth5 year gross return5 year net return
Mark Long Only17.1715.39
Atlanta High Quality Focused Growth15.7114.91
Segall Bryant & Hamill Select Equity15.0114.49
Marshfield Core Value Equity16.0414.45
Slow Capital Growth14.8014.39
GQG Partners US Equity14.9614.39
Montrusco Bolton US Equity (USD)14.7213.99
Atlanta High Quality Calvert Equity14.7913.89
Merlin Dynamic Growth14.5713.73
Fiera All Cap Growth14.6713.70
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Conservative Allocation1 year gross return1 year net return
MCM American Revival - Growth-Plus18.2517.80
Cypress Global Equity and Income-2.33-2.82
Franklin Tmp Tax-Adv Gr & Inc ETF Model-12.05-3.36
iSectors Tactical Glbl Bal Allocation Mo-4.12-4.61
Sterling AS Diversified Income-4.83-5.02
Julex Dynamic Real Asset-4.84-5.31
Genter Capital Balanced Income Div Inc-4.79-5.66
iSectors Enhanced Conserv Allocation Mo-6.24-6.63
iSectors Enhanced Conserv Allocation-6.33-6.70
AGFiQ Multi-Asset Income-6.91-7.00
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Conservative Allocation5 year gross return5 year net return
TSW Multi-Asset Income7.407.12
MCA Conservative Portfolios7.546.74
Winans Balanced 50/50 Composite6.275.63
Weitz Conservative Allocation5.935.10
iSectors Tactical Glbl Bal Allocation Mo5.234.66
American Funds Tax Aware Cons G&I MP4.554.54
Cypress Global Equity and Income5.454.53
American Funds Con Growth & Income MP4.274.25
SSI Flexible Allocation–Conservative5.124.10
Peavine Capital Moderate4.594.08
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Global Real Estate1 year gross return1 year net return
Morgan Stanley Glbl Infrastructure Sec-7.72-8.33
LaSalle Global Real Estate Securities-19.52-19.97
LaSalle Core Glbal RealEstate Securities-20.95-21.39
Brookfield Gbl Rl Estate Secs Alpha-21.11-21.61
CenterSquare Global REIT-22.67-23.00
Northern Trust Global REIT-23.32-23.49
BlackRock Ex-US Real Estate Idx Compt-23.61-23.61
Heitman Global Prime Strategy-23.50-23.73
Cohen & Steers Intl RE Securities Comp-23.25-23.97
Heitman Global RE Securites Strategy-23.81-24.30
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Global Real Estate5 year gross return5 year net return
American Century Global Real Estate4.543.95
Morgan Stanley Glbl Infrastructure Sec4.523.70
LaSalle Global Real Estate Securities3.783.12
Global Real Estate Securities4.082.97
CenterSquare Global REIT3.312.85
LaSalle Core Glbal RealEstate Securities3.192.62
Cohen & Steers Global Realty CIT Pn/a2.55
Cohen & Steers Global RE Securities Comp2.942.46
Janus Henderson Global Eq-Property Eq4.322.34
CBRE Listed Global Real Estate Composite2.682.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2000-20101 year gross return1 year net return
Capital Group 2010 Target Date Ret Comp-8.95-9.25
Fidelity Freedom Index 2005 Cmgld Pool C-11.46-11.58
Fidelity Freedom Blend 2005 Cmgld Pool I-11.72-11.86
Fidelity Freedom Blend 2005 Cmgld Pool H-11.75-11.98
Fidelity Freedom Blend 2005 Cmgld Pool C-11.74-12.06
Fidelity Freedom Index 2010 Cmgld Pool C-12.89-13.01
Fidelity Freedom Blend 2010 Cmgld Pool I-13.23-13.37
Fidelity Freedom Blend 2010 Cmgld Pool H-13.20-13.44
Fidelity Freedom Blend 2010 Cmgld Pool C-13.21-13.52
Fidelity Freedom 2010 Cmgld Pool Fn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2000-20105 year gross return5 year net return
Capital Group 2010 Target Date Ret Comp4.103.73
Fidelity Freedom Blend 2010 Cmgld Pool I2.682.51
Fidelity Freedom Index 2010 Cmgld Pool C2.562.42
Fidelity Freedom Blend 2010 Cmgld Pool H2.682.41
Fidelity Freedom Blend 2010 Cmgld Pool C2.672.35
Fidelity Freedom Blend 2005 Cmgld Pool I2.222.06
Fidelity Freedom Index 2005 Cmgld Pool C2.152.02
Fidelity Freedom Blend 2005 Cmgld Pool H2.221.94
Fidelity Freedom Blend 2005 Cmgld Pool C2.231.91
Fidelity Freedom 2010 Cmgld Pool Fn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Europe Stock1 year gross return1 year net return
SSgA Europe Value Spotlight-2.83-4.28
SSgA Eurozone Value Spotlight-4.30-5.60
Pzena European Focused Value-6.17-6.78
Brandes European Equity-5.76-8.00
ARGA European Equity Strategy-7.49-8.24
Wellington Strategic European Equity-11.40-12.05
Intech European Large Cap Core-11.85-12.33
Burgundy European Equity Composite-13.06-13.93
LA Capital Europe Equity-14.23-14.79
Marathon UK Composite-15.51-16.04
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Europe Stock5 year gross return5 year net return
NS Partners European Equity6.215.57
Intech European Large Cap Core5.705.13
Vontobel Quality Growth European Equity4.554.25
Wellington Strategic European Equity4.353.59
Walter Scott European Composite4.283.50
Fisher European Equity4.143.33
PGI European Equity3.242.78
T. Rowe Price Europe Equity3.172.66
LA Capital Europe Equity3.092.42
SSgA Eurozone Value Spotlight3.062.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Long-Term Bond1 year gross return1 year net return
PCM Global Bond HF Composite-4.96-5.91
Beacon Vantage 3.0 Bond-6.80-8.08
Principal Street Tax Exempt High Income-9.04-9.71
Full Duration Fixed Income-12.29-12.51
Sage Long Duration LDI (7-10 Year)-14.92-15.10
Dorsey Wright Tactical Fixed Income-14.59-15.40
AXA Inv Mgrs US Inv Grade Corp-16.30-16.53
Barings U.S. Invest. Grade Corp. Credit-16.34-16.55
Ramirez Long Duration Composite-17.58-17.75
Goldman Sachs Global Government-18.33-18.56
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Long-Term Bond5 year gross return5 year net return
AXA Inv Mgrs US Inv Grade Corp0.882.12
Dorsey Wright Tactical Fixed Income2.891.94
Camden Long Duration (US Corporate) Comp1.591.17
Barings U.S. Invest. Grade Corp. Credit0.870.62
Sage Long Duration LDI (7-10 Year)0.920.62
Ramirez Long Duration Composite0.780.58
Camden Long Duration (Govt/Credit) Comp1.080.49
Reams Long Duration Fixed Income0.290.15
PIMCO Long Term Bond - Long Credit0.260.02
TCW Long Duration Credit0.15-0.01
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Technology1 year gross return1 year net return
Inspire Select Technology Sector-10.72-10.72
Crabtree Multi-Cap Technology-13.93-14.49
Efficient Market 5G Achievers-28.67-29.20
Oak Associates Technology Portfolio-30.20-31.23
Ivy Science/Technology Composite-31.51-31.99
MFS Technology Equity-35.47-35.89
Bailard Technology-37.10-37.35
Janus Henderson Gbl Tech and Innovation-37.01-37.48
Jennison Technology Equity-38.14-38.57
Wellington Global Technology-39.72-40.18
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Technology5 year gross return5 year net return
Inspire Select Technology Sector13.9113.91
J.P. Morgan US Technology Leaders - MA13.2612.08
Crabtree Multi-Cap Technology12.0511.33
Janus Henderson Gbl Tech and Innovation11.1210.38
Sands Capital Technology Innovators10.889.95
Voya Global Technology Equity9.439.49
Bailard Technology9.949.49
MFS Technology Equity9.168.42
Oak Associates Technology Portfolio9.688.06
Wellington Global Technology Opps8.737.91
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Diversified Pacific/Asia1 year gross return1 year net return
State Street Asia Pac Value Spotlight1.791.03
Horizon Asia Institutional-3.19-4.16
Asia Pacific Separately Mangaed Account-8.72-9.34
Metis International Micro Cap Equity-9.59-10.17
Schafer Cullen Asia Pac High Dividend-10.99-12.11
Sit Inv Pac Basin-19.03-19.77
Templeton Asia Pacific Eq-22.22-22.77
ImpaxAsian Enviornmental Composite-23.73-24.49
Financial Trust Asia ValueMomentum-31.09-31.94
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Diversified Pacific/Asia5 year gross return5 year net return
Financial Trust Asia ValueMomentum6.595.27
State Street Asia Pac Value Spotlight4.924.24
ImpaxAsian Enviornmental Composite3.082.06
Horizon Asia Institutional2.521.50
Sit Inv Pac Basin1.770.86
Schafer Cullen Asia Pac High Dividend2.080.64
Asia Pacific Separately Mangaed Account-2.90-3.60
Metis International Micro Cap Equityn/an/a
Templeton Asia Pacific Eqn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Large Blend1 year gross return1 year net return
Parametric DPS Options Only3.372.34
Alpha Quant SmartALPHA® Defensive Eq2.731.61
Channing Capital Large-Cap Value-8.81-0.13
St. James Select Value-0.09-0.77
Alpha Quant SmartALPHA® Defensive Gr0.03-1.06
Q3 Power Momentum - Blue Chip0.71-1.55
Channing Capital All-Cap Value-1.40-1.77
Gyroscope Low Volatility Portfolio-1.25-2.14
Allspring U.S. Low Volatility-2.96-3.13
M&R Capital Management – Capital Appreci-2.43-3.26
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Large Blend5 year gross return5 year net return
Euclid Advisory Large Cap Growth17.0615.71
Suncoast Equity Dividend Growth14.1013.79
DCP US Fundamental Stability & Value12.9412.50
Copeland All Cap Dividend Growth12.6111.87
Stance Equity ESG Large Cap Core12.6311.83
Lazard US Equity Select Tax Aware12.4311.83
Wellington Select Quality Equity12.5311.75
Jensen Large Cap Quality Growth11.9911.47
Hillswick S&P 500 Sector Selection11.8911.46
Federated Hermes MDT ACC Institutional12.2111.46
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2016-20201 year gross return1 year net return
Q3 Voyage Target 2020-7.98-8.44
Capital Group 2020 Target Date Ret Comp-10.74-11.03
BNYM Nwtn SL SmartPath Trgt Dt 2020 Cl On/a-13.66
Fidelity Freedom Index 2020 Cmgld Pool C-15.84-15.95
Fidelity Freedom Blend 2020 Cmgld Pool I-16.22-16.35
Fidelity Freedom Blend 2020 Cmgld Pool H-16.25-16.47
Fidelity Freedom Blend 2020 Cmgld Pool C-16.24-16.55
Fidelity Freedom 2020 Cmgld Pool Dn/an/a
Fidelity Freedom 2020 Cmgld Pool Fn/an/a
Fidelity Freedom 2020 Cmgld Pool Bn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2016-20205 year gross return5 year net return
Capital Group 2020 Target Date Ret Comp4.554.18
BNYM Nwtn SL SmartPath Trgt Dt 2020 Cl On/a3.51
Fidelity Freedom Blend 2020 Cmgld Pool I3.463.30
Fidelity Freedom Blend 2020 Cmgld Pool H3.453.18
Fidelity Freedom Index 2020 Cmgld Pool C3.273.14
Fidelity Freedom Blend 2020 Cmgld Pool C3.443.12
Q3 Voyage Target 20202.732.22
Fidelity Freedom 2020 Cmgld Pool Dn/an/a
Fidelity Freedom 2020 Cmgld Pool Fn/an/a
Fidelity Freedom 2020 Cmgld Pool Bn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Financial1 year gross return1 year net return
Kennedy Bank Sector-8.36-9.27
McKinley Capital Business Development Co-8.65-10.48
Confluence BDC-Wrap-10.22-12.88
Jennison Financial Services Equity-16.43-16.89
Inspire Select Financials Sector-20.18-20.18
Manole Fin Tech-27.09-27.82
Wellington FinTech-33.10-33.73
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Financial5 year gross return5 year net return
Kennedy Bank Sector9.067.97
Inspire Select Financials Sector7.537.53
Jennison Financial Services Equity7.146.55
McKinley Capital Business Development Co6.073.98
Confluence BDC-Wrap6.293.15
Manole Fin Tech4.223.00
Wellington FinTechn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Long/Short Equity1 year gross return1 year net return
Boston Partners Global L/S Equity18.4516.13
Robinson Market Opportunity11.6510.79
Boston Partners Research Equity Comp8.306.77
3EDGE Systematic Strategy Composite6.705.87
Glenmede Quant US Long/Short Equity4.473.18
Calamos Phineus Long/Short Composite1.290.04
Clark Navigator Alternative-3.01-3.35
PVG Loss Averse Equity Income-3.21-4.30
BP Emerging Markets Dynamic Equity-5.06-6.14
Allspring Global Long/Short Equity-5.66-6.23
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Long/Short Equity5 year gross return5 year net return
Alpha DNA Mid Small Cap Hedged Equity16.7515.78
Robinson Market Opportunity16.5715.62
Camden Equity11.4510.69
BlackRock Alpha Advantage 500 Composite10.8210.64
Alpha DNA Large Cap Hedged Equity11.419.87
F/m Integrated Alpha Long / Short9.719.19
Acadian U.S. Managed Volatility Eq Comp6.916.59
Convergence Long/Short Equity6.605.54
Calamos Phineus Long/Short Composite6.835.52
Alpha DNA All Cap Hedged Equity7.495.50
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Small Value1 year gross return1 year net return
WPG Partners Select Small Cap Value4.844.28
MIAM Concentrated Equity Value Strategy4.783.94
Hotchkis & Wiley - Sm-Cap Val3.813.21
Dean Small Cap Value SA3.442.58
WPG Partners Small Cap Value Equity2.812.26
ACM Small and Mid Cap Portfolio1.961.04
Schafer Cullen Small Cap Value Equity1.070.49
DePrince, Race & Zollo SMID Cap Value0.38-0.31
Donald Smith & Co. Sm-Cap Val Eq-0.11-0.57
Schafer Cullen SMID Dividend Value Eq0.40-0.83
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Small Value5 year gross return5 year net return
Donald Smith & Co. Sm-Cap Val Eq13.1912.59
Bridgeway Small Cap Value12.7412.16
Penn Capital Small Cap Value Equity11.6011.10
Donald Smith & Co. Micro Cap Val Eq12.1110.81
Schafer Cullen Small Cap Value Equity10.8310.14
PIMCO RAE US Small9.368.89
MIAM Concentrated Equity Value Strategy9.188.31
Heartland Small-Cap Value Plus Strategy8.998.26
River Road Small-Mid Cap Val Eq Comp8.688.06
Alpha Quant Small Cap Value8.747.92
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Intermediate-Term Bond1 year gross return1 year net return
Barksdale Short Controlled Risk-2.58-2.69
Winthrop Intermediate Fixed Income-3.24-3.72
Sit Inv Intermediate Duration Gov-3.78-4.16
DeRoy & Devereaux Total Return Bond-5.43-5.84
SIPP U.S. Focused Total Return Muni 1-6.00-6.06
SIP U.S. Focused Total Return Muni CA 1-7.02-7.02
FCB Intermediate Govt/Credit Fixed Inc.-7.17-7.17
Morningstar Intermediate Govt/Credit-7.19-7.41
BBH Intermediate Duration-7.50-7.74
Chandler 1-10 Year Government/ Corporate-7.55-7.79
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Intermediate-Term Bond5 year gross return5 year net return
Brandywine Global U.S. Fixed Income4.614.30
Eaton Vance Taxable Municipal Bond2.522.21
BBH Core Plus Fixed Income2.292.04
Winthrop Intermediate Fixed Income2.341.91
Spectrum Preferred Securities2.101.86
DeRoy & Devereaux Total Return Bond2.161.75
Reams Core Fixed Income1.871.60
Chartwell Core Plus Fixed Income1.951.58
Templeton Taxable Municipal Intermediate1.561.32
Belle Haven Taxable PLUS1.551.23
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Inflation-Protected Bond1 year gross return1 year net return
Laffer Tengler Dynamic US Inflation Stra0.49-0.66
FIAM Trgt Dt 0-5 Yr Inflation-Protected-2.76-2.76
Lord Abbett & Co. Inflation Focused – SA-4.22-4.47
Franklin U.S. TIPS Composite-6.14-6.42
Wellington TIPS-6.81-6.96
NISA Intermediate TIPS-7.23-7.32
IR+M Int. TIPS-7.24-7.36
Richmond Capital Mgt TIPS 1-10 Yr-7.38-7.46
Mellon US TIPS Barclays-11.53-11.63
PIMCO Real Return Full Authority-11.32-11.67
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Inflation-Protected Bond5 year gross return5 year net return
Franklin U.S. TIPS Composite4.173.86
Lord Abbett & Co. Inflation Focused – SA3.553.22
Wellington TIPS2.652.48
Laffer Tengler Dynamic US Inflation Stra3.632.45
NISA Intermediate TIPS2.542.44
IR+M Int. TIPS2.552.44
Richmond Capital Mgt TIPS 1-10 Yr2.472.40
PIMCO Real Return Medium Authority2.462.20
PIMCO Real Return Full Authority2.642.17
Mellon US TIPS Barclays2.172.07
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Diversified Emerging Mkts1 year gross return1 year net return
Eastspring Global EM Dynamic Strategy0.32-0.43
BH Concentrated Emerging Markets ESG-1.99-2.88
WGI Emerging Markets Smaller Companies-2.65-3.79
Barrow Hanley Emerging Markets Equity-3.09-4.15
ARGA Emerging Markets Equity Strategy-0.57-4.39
Silvercrest Emerging Markets ADR-4.06-5.01
RVX Emerging Markets Equity-4.95-5.79
Westwood Global Emerging Mkts Composite-5.45-6.28
Pzena Emerging Markets Focused Value-5.68-6.62
Pzena Emerging Markets Select Value-6.15-6.81
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Diversified Emerging Mkts5 year gross return5 year net return
Wasatch EM Select Composite6.936.33
GlobeFlex Emerging Mkts Small Cap Cmpst6.475.42
BH Concentrated Emerging Markets ESG5.985.03
Arrowstreet Capital Emg Mkts Equity5.724.79
Inspire Select Emerging Markets4.484.47
KAR Emerging Markets Small Cap5.144.15
Morgan Stanley Emerging Markets Leaders4.813.82
Wasatch EM Small Cap Composite4.993.61
RBC Emerging Markets Multi Strat Equity0.253.47
Acadian Emerging Markets Small-Cap Comp4.673.37
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Small Blend1 year gross return1 year net return
Glenmede SMID Cap Equity5.154.28
Private Capital Management Value Focus4.353.59
Private Capital Value Equity1.530.57
SouthernSun Small Cap-0.30-1.02
Third Avenue Small Cap Value Composite-0.68-1.82
Kennedy Micro Cap Opportunities-1.64-2.52
Reinhart Partners Genesis PMV-2.29-3.03
Gyroscope SMID Cap Low Vol Portfolio-2.81-3.15
Mesirow Small Cap Value Equity-3.66-4.10
Nuveen Small Cap Value Opportunities-3.77-4.73
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Small Blend5 year gross return5 year net return
Old West Small Cap19.2918.23
Penn Capital Small to Micro Cap Equity17.6517.09
Harvey Partners Small-Cap Opportunity18.1416.99
Old West All Cap Opportunity17.4916.33
Private Capital Management Value Focus13.2912.18
Financial Trust American Discplnd Small12.8311.44
Burgundy US Small Cap Value Composite11.9110.81
Inspire Select US Small Cap10.7310.73
Alpha Quant Small Cap Quality11.2910.45
Private Capital Value Equity10.949.80
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Short Government1 year gross return1 year net return
Mellon Glb Govt-Short Dur-1.60-1.80
Garcia Hamilton Short Duration-1.85-1.97
Genter Capital Short-Term US Government-2.70-3.04
CS McKee Short Government-2.95-3.19
Bartlett & Co. Ltd Dur Fix-Inc-3.33-3.49
GS Gov/Corporate FI (Short Duration)-3.31-3.49
Pacific Income Short Term-3.45-3.75
AB US Low Duration-3.59-3.77
BlackRock 1-3 Yr Govt Bond Idx Composite-3.74-3.79
Madison Limited Duration Governemnt Bond-4.24-4.73
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Short Government5 year gross return5 year net return
M.D. Sass 3-Year FI0.593.04
Mellon Glb Govt-Short Dur1.201.01
CS McKee Short Government1.220.99
Sit Inv Short Duration1.360.96
GS Gov/Corporate FI (Short Duration)1.060.86
BlackRock 1-3 Yr Govt Bond Idx Composite0.870.82
AB US Low Duration0.880.69
Bartlett & Co. Ltd Dur Fix-Inc0.850.69
Genter Capital Short-Term US Government1.010.66
Pacific Income Short Term0.940.64
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Mid-Cap Growth1 year gross return1 year net return
Horizon Research Select Instl27.3126.04
Horizon Small Cap Institutional21.0319.82
Horizon Strategic Value Investment Instl9.868.76
Horizon Spin-Off Institutional8.367.27
PCM Industry ETF Momentum-0.17-1.16
Atlanta High Quality Smid Cap-7.95-8.68
Copeland Mid Cap Dividend Growth-9.54-10.08
Kayne Anderson Rudnick Small Cap Core-9.92-10.74
Copeland SMID Concentrated Div Growth-11.90-12.51
Rockefeller US Small-Mid Cap Equity-12.60-13.26
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Mid-Cap Growth5 year gross return5 year net return
NCG SMID Cap17.4316.18
Night Owl Equity16.8515.46
Horizon Small Cap Institutional15.7514.59
Congress SMID Growth14.5914.19
Horizon Research Select Instl15.2814.13
Baron Small to Mid Cap Growth Strategy14.5413.64
Principal Small Cap Growth Equity14.0413.10
Kayne Anderson Rudnick Small Cap Core13.0712.07
Kayne Anderson Rudnick Mid Sustain Gr12.7611.93
Shaker Fundamental Growth12.9011.79
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2011-20151 year gross return1 year net return
Capital Group 2015 Target Date Ret Comp-10.01-10.31
Fidelity Freedom Index 2015 Cmgld Pool C-14.36-14.47
Fidelity Freedom Blend 2015 Cmgld Pool I-14.72-14.85
Fidelity Freedom Blend 2015 Cmgld Pool H-14.70-14.93
Fidelity Freedom Blend 2015 Cmgld Pool C-14.73-15.05
Fidelity Freedom 2015 Cmgld Pool Bn/an/a
Fidelity Freedom 2015 Cmgld Pool Fn/an/a
Fidelity Freedom 2015 Cmgld Pool Dn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2011-20155 year gross return5 year net return
Capital Group 2015 Target Date Ret Comp4.333.96
Fidelity Freedom Blend 2015 Cmgld Pool I3.102.94
Fidelity Freedom Blend 2015 Cmgld Pool H3.112.83
Fidelity Freedom Index 2015 Cmgld Pool C2.952.81
Fidelity Freedom Blend 2015 Cmgld Pool C3.092.77
Fidelity Freedom 2015 Cmgld Pool Bn/an/a
Fidelity Freedom 2015 Cmgld Pool Fn/an/a
Fidelity Freedom 2015 Cmgld Pool Dn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2026-20301 year gross return1 year net return
Inspire FuturePath 2030-5.46-7.44
Q3 Voyage Target 2030-8.54-9.00
Q3 Destination Target 2030-9.93-10.36
Capital Group 2030 Target Date Ret Comp-14.18-14.47
BNYM Nwtn SL SmartPath Trgt Dt 2030 Cl On/a-14.84
Fidelity Freedom Index 2030 Cmgld Pool C-16.74-16.85
Fidelity Freedom Blend 2030 Cmgld Pool I-17.18-17.32
Voya Target Retirement 2030 Composite-17.23-17.39
Fidelity Freedom Blend 2030 Cmgld Pool H-17.21-17.43
Fidelity Freedom Blend 2030 Cmgld Pool C-17.16-17.48
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2026-20305 year gross return5 year net return
Capital Group 2030 Target Date Ret Comp5.455.08
Q3 Destination Target 20305.004.48
BNYM Nwtn SL SmartPath Trgt Dt 2030 Cl On/a4.30
Fidelity Freedom Blend 2030 Cmgld Pool I4.404.23
Q3 Voyage Target 20304.744.22
Fidelity Freedom Blend 2030 Cmgld Pool H4.394.11
Voya Target Retirement 2030 Composite4.264.07
Fidelity Freedom Blend 2030 Cmgld Pool C4.404.07
Fidelity Freedom Index 2030 Cmgld Pool C4.144.01
Inspire FuturePath 2030n/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Intermediate-Term Bond1 year gross return1 year net return
Barksdale Short Controlled Risk-2.58-2.69
Winthrop Intermediate Fixed Income-3.24-3.72
Sit Inv Intermediate Duration Gov-3.78-4.16
DeRoy & Devereaux Total Return Bond-5.43-5.84
SIPP U.S. Focused Total Return Muni 1-6.00-6.06
SIP U.S. Focused Total Return Muni CA 1-7.02-7.02
FCB Intermediate Govt/Credit Fixed Inc.-7.17-7.17
Morningstar Intermediate Govt/Credit-7.19-7.41
BBH Intermediate Duration-7.50-7.74
Chandler 1-10 Year Government/ Corporate-7.55-7.79
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Intermediate-Term Bond5 year gross return5 year net return
Brandywine Global U.S. Fixed Income4.614.30
Eaton Vance Taxable Municipal Bond2.522.21
BBH Core Plus Fixed Income2.292.04
Winthrop Intermediate Fixed Income2.341.91
Spectrum Preferred Securities2.101.86
DeRoy & Devereaux Total Return Bond2.161.75
Reams Core Fixed Income1.871.60
Chartwell Core Plus Fixed Income1.951.58
Templeton Taxable Municipal Intermediate1.561.32
Belle Haven Taxable PLUS1.551.23
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Long Government1 year gross return1 year net return
Donoghue Forlines Treasury-10.08-10.30
Franklin U.S. Govt Ladder 5-20 Yr SMA-16.32-17.58
DoubleLine Long Duration Total Return-28.05-28.31
PIMCO Long Duration Treasury-28.54-28.88
BlackRock Long Govt Bond Idx Composite-29.18-29.25
SSgA Long U.S. Govt Bond Index Strategy-29.50-29.55
PIMCO Long Bond Extended Duration-29.90-30.05
NISA 15+ STRIPS Fixed Income Composite-37.53-37.59
BlackRock US Strips 20+ Year Bond Index-39.50-39.53
Jennison Long Conserv. Treasury STRIPS-39.68-39.74
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Long Government5 year gross return5 year net return
Donoghue Forlines Treasury2.131.27
PIMCO Long Bond Extended Duration-0.34-0.64
BlackRock Long Govt Bond Idx Composite-2.07-2.15
SSgA Long U.S. Govt Bond Index Strategy-2.31-2.37
DoubleLine Long Duration Total Return-1.95-2.38
PIMCO Long Duration Treasury-1.93-2.41
NISA 15+ STRIPS Fixed Income Composite-3.31-3.42
Jennison Long Conserv. Treasury STRIPS-3.76-3.86
Jennison Active Long US Treasury STRIPS-3.87-4.00
Franklin U.S. Govt Ladder 5-20 Yr SMAn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Japan Stock1 year gross return1 year net return
Eastspring Japan Focused Value Strategy4.783.99
Eastspring Japan Value Strategy1.811.05
Pzena Japan Focused Value0.65-0.14
Brandes Japan Equity-0.91-1.16
DS_ Japan Equity High Conviction Value-5.77-6.33
DS_ Japan Equity Value Plus Alpha-6.07-6.61
DS_ Japan Equity SmallCap Absolute Value-7.09-7.74
Marathon Japan Equity Composite-7.74-8.28
Nuveen Japan Equity-7.65-8.29
Lazard Japanese Strategic Equity-8.88-8.91
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Japan Stock5 year gross return5 year net return
DS_ Japan Equity Value Plus Alpha4.213.59
FIAM Japan Growth4.303.49
RBC Japan Equity3.632.65
Lazard Japanese Equity2.662.38
Eastspring Japan Focused Value Strategy2.651.92
Lazard Japanese Strategic Equity1.751.46
DS_ Japan Equity High Conviction Value1.931.33
DS_ Japan Equity Fundamental Active1.931.33
Eastspring Japan Value Strategy1.380.68
Marathon Japan Equity Composite0.620.51
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Intermediate Government1 year gross return1 year net return
CCM Fixed Income Portfolio-4.36-4.84
SeaCrest US Government Interm Duration-6.79-6.79
SSgA Intermediate U.S. Govt Bond Index-7.83-7.90
Glenmede Intermediate Govt/Credit-8.48-8.82
Franklin U.S. Govt Ladder 1-10 Yr SMA-7.91-9.28
Wright Mortgage Backed Securities F/I-9.06-9.38
DBF Intermediate Duration Govt/Agency-10.16-10.38
DBF Interm Mortgage-Backed Securities-11.43-11.64
CS McKee Broad Government Fixed-11.42-11.64
TCW Index Plus MBS-11.60-11.82
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Intermediate Government5 year gross return5 year net return
CCM Fixed Income Portfolio2.141.62
SeaCrest US Government Interm Duration0.640.64
CS McKee Broad Government Fixed0.650.39
SSgA Intermediate U.S. Govt Bond Index0.450.39
Glenmede Intermediate Govt/Credit0.530.15
M.D. Sass Core Fix-Inc0.320.05
Wright Mortgage Backed Securities F/I0.30-0.05
FIAM Agency MBS-0.08-0.11
Northern Trust Government Index-0.01-0.15
DBF Intermediate Duration Govt/Agency-0.13-0.36
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


High Yield Bond1 year gross return1 year net return
Horizon High Yield Opportunity Instl1.330.32
Penn Capital Ult Short Duration Corp Inc-0.07-0.18
Invesco Bank Loans-0.68-1.17
UBS Short Duration High Yield SMA-2.56-1.38
Allspring U.S. Short-Term High Yield-1.21-1.70
Penn Capital Def Short Duration High Inc-1.72-2.03
MacKay High Yield Low Volatility Comp-1.81-2.21
Shenkman Capital Short Dur Hi Inc Strat-1.90-2.58
L&S Short-Duration High Yield-1.80-2.81
MacKay Shields HYAC Short Duration Strgy-2.51-2.95
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


High Yield Bond5 year gross return5 year net return
Herzfeld Fixed Income Composite6.806.14
L&S Short-Duration High Yield4.713.98
Mesirow High Yield4.103.68
PGIM US Shrt-Dur Higher Quality Hi-Yld4.113.63
Artisan High Income4.313.60
Shenkman Multi-Asset Credit Composite4.343.56
MacKay High Yield Low Volatility Comp3.773.36
Capital Group U.S. High Yield3.603.30
Barrow Hanley High Yield Fixed Income3.693.20
Allspring U.S. Short-Term High Yield3.583.06
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Mid-Cap Value1 year gross return1 year net return
Inspire Select Dividend Income8.408.04
Hotchkis & Wiley - Md-Cap Val2.561.89
Hotchkis & Wiley - Mid-Cap Val (MP)2.561.89
Lesa Sroufe & Co. Opportunistic Val Eq2.201.30
Sasco Capital, Contrarian1.561.22
Value Line High Dividend Portfolio1.200.80
Longfellow Merger Arb1.070.07
Clarkston Capital SMID Composite0.860.05
EIC Mid-Cap Value2.77-0.27
Heartland Opportunistic Value Equity-0.32-0.90
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Mid-Cap Value5 year gross return5 year net return
Longfellow Merger Arb11.2417.58
Sycamore Mid Cap Value Comp10.699.86
Heartland Mid Cap Value10.249.36
Cozad US Equity Income SMA9.719.23
Sasco Capital, Contrarian9.198.81
Clifford Capital All-Cap Value9.068.61
Speece Thorson Mid-Cap Value Equity9.278.61
Kennedy All Cap Value9.348.59
HIS Horizon Enh Socially Responsible9.968.57
Allspring Special US Mid Cap Value Eq9.228.33
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


World Allocation1 year gross return1 year net return
FEG Real Assets Portfolio8.247.63
Pyrford Global Absolute Return GBP2.201.66
Julex Dynamic Developed Markets Comp-0.47-0.98
iSectors Inflation Protected Allc Model-0.69-1.21
iSectors Inflation Protected Allocation-0.68-1.26
Brinker Real Asset-2.25-2.59
GMO Benchmark-Free Allocation Strategy-2.00-2.85
Brandes Global Balanced-2.94-3.30
Windham Conservative Portfolio-4.65-4.85
WSTCM International Select Risk-Managed-4.92-5.29
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


World Allocation5 year gross return5 year net return
Robinson WON World8.928.25
SAM Moderate Global Growth8.427.40
Calamos Global Opportunities Composite6.535.88
Brinker Real Asset5.685.31
Ivy Asset Composite6.095.30
WealthPlan Managed Equity6.505.29
SAM Conservative Global Growth6.634.77
First Eagle Global Value Equity5.544.75
Thornburg Investment Income Builder Sep5.364.64
iSectors Inflation Protected Allocation4.884.36
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Convertibles1 year gross return1 year net return
Zazove Alternative Credit Conv Composite-0.08-0.08
Oaktree High Income Convertibles-2.58-3.14
Palisade Short Duration Convertible Bond-4.55-5.11
Conning Convertible Bond-5.47-5.67
SSI Inv Grade Convert Strat-5.49-6.21
Zazove Institutional Blend Convertibles-8.71-8.71
Advent Investment Grade-8.53-8.94
Zazove Inv. Grade Convertible Strategy-9.11-9.11
INCORE Inv Grade Convertibles Comp-9.81-10.25
Oaktree Global ex-US Convertibles-10.24-10.70
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Convertibles5 year gross return5 year net return
MacKay Shields Convertibles9.899.34
Lord Abbett & Co. Convertibles10.109.02
Invesco Convertible Securities9.679.01
SSI Convertible Investment Strategy9.088.50
Calamos Instl Convertible Composite9.248.48
Advent Balanced Convertible Strategy8.317.77
Nicholas Inv - Convertibles8.227.40
Palisade Convertible Securities Comp7.717.10
SSI Inv Grade Convert Strat7.927.10
Zazove Institutional Blend Convertibles6.996.60
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Foreign Large Value1 year gross return1 year net return
Smead International Value Composite3.893.05
Altrius International ADR Div Income-0.11-1.08
Logan International Dividend ADR-0.94-1.23
Barrow Hanley Non-US Value Equity-0.74-1.43
Wellington Intl Contrarian Value-0.88-1.72
Silvercrest Focused International Value-1.68-2.64
Gilman Hill International Income Comp-2.05-3.03
River Road International Value Equity-3.33-3.69
River Road International Value Eq ADR-3.56-4.15
Metis International Developed Equity-4.20-4.67
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Foreign Large Value5 year gross return5 year net return
Smead International Value Composite10.148.63
Wellington Global Opportunistic Value6.966.27
Gilman Hill International Income Comp5.984.92
WGI Developed Markets Ex-U.S. Composite5.374.73
Foresight Global Value Composite5.694.62
ARGA International Equity Strategy5.334.14
Barrow Hanley Non-US Value Equity4.383.66
River Road International Value Eq ADR3.843.26
Logan International Dividend ADR3.523.16
Acadian ADR Non-U.S. Equity Composite3.742.97
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Small Value1 year gross return1 year net return
WPG Partners Select Small Cap Value4.844.28
MIAM Concentrated Equity Value Strategy4.783.94
Hotchkis & Wiley - Sm-Cap Val3.813.21
Dean Small Cap Value SA3.442.58
WPG Partners Small Cap Value Equity2.812.26
ACM Small and Mid Cap Portfolio1.961.04
Schafer Cullen Small Cap Value Equity1.070.49
DePrince, Race & Zollo SMID Cap Value0.38-0.31
Donald Smith & Co. Sm-Cap Val Eq-0.11-0.57
Schafer Cullen SMID Dividend Value Eq0.40-0.83
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Small Value5 year gross return5 year net return
Donald Smith & Co. Sm-Cap Val Eq13.1912.59
Bridgeway Small Cap Value12.7412.16
Penn Capital Small Cap Value Equity11.6011.10
Donald Smith & Co. Micro Cap Val Eq12.1110.81
Schafer Cullen Small Cap Value Equity10.8310.14
PIMCO RAE US Small9.368.89
MIAM Concentrated Equity Value Strategy9.188.31
Heartland Small-Cap Value Plus Strategy8.998.26
River Road Small-Mid Cap Val Eq Comp8.688.06
Alpha Quant Small Cap Value8.747.92
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Pacific/Asia ex-Japan Stk1 year gross return1 year net return
Brandes Asia Pacific ex-Japan Equity-9.65-10.50
MFS Asia ex Japan Equity-18.78-19.53
Lazard Emg Markets Eq Blend Asia ADR-19.24-19.69
Morgan Stanley Asia Pacific Equity-19.55-19.95
Morgan Stanley Asia Equity-20.20-20.41
Ninety One Asia Pacific Ex Japan-21.23-21.75
Morgan Stanley Asia Opportunity-21.15-22.15
T. Rowe Price Asia ex-Japan Equity-21.81-22.36
RBC Asia Pacific ex Japan Equity-22.89-22.88
AllianzGI Total Return Asia Equity-21.36-22.91
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Pacific/Asia ex-Japan Stk5 year gross return5 year net return
Baillie Gifford Asia ex Japan6.575.84
Morgan Stanley Asia Opportunity3.722.50
RBC Asia Pacific ex Japan Equity1.862.27
T. Rowe Price Asia ex-Japan Equity1.600.89
AllianzGI Total Return Asia Equity2.490.46
Ninety One Asia Pacific Ex Japan0.53-0.12
RBC Asia ex Japan Equity0.73-0.22
MFS Asia ex Japan Equity0.20-0.59
Morgan Stanley Asia Equity-1.01-1.27
Morgan Stanley Asia Pacific Equity-0.77-1.36
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Mid-Cap Value1 year gross return1 year net return
Inspire Select Dividend Income8.408.04
Hotchkis & Wiley - Md-Cap Val2.561.89
Hotchkis & Wiley - Mid-Cap Val (MP)2.561.89
Lesa Sroufe & Co. Opportunistic Val Eq2.201.30
Sasco Capital, Contrarian1.561.22
Value Line High Dividend Portfolio1.200.80
Longfellow Merger Arb1.070.07
Clarkston Capital SMID Composite0.860.05
EIC Mid-Cap Value2.77-0.27
Heartland Opportunistic Value Equity-0.32-0.90
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Mid-Cap Value5 year gross return5 year net return
Longfellow Merger Arb11.2417.58
Sycamore Mid Cap Value Comp10.699.86
Heartland Mid Cap Value10.249.36
Cozad US Equity Income SMA9.719.23
Sasco Capital, Contrarian9.198.81
Clifford Capital All-Cap Value9.068.61
Speece Thorson Mid-Cap Value Equity9.278.61
Kennedy All Cap Value9.348.59
HIS Horizon Enh Socially Responsible9.968.57
Allspring Special US Mid Cap Value Eq9.228.33
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Utilities1 year gross return1 year net return
Inspire Select Utilities Sector2.162.16
MFS Utilities Equity1.490.83
Miller/Howard – Utilities Plus0.870.12
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Utilities5 year gross return5 year net return
Inspire Select Utilities Sector10.3310.33
MFS Utilities Equity9.919.22
Miller/Howard – Utilities Plus8.677.70
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Retirement Income1 year gross return1 year net return
IERetire - 5 Percent Spend Rate-1.39-2.83
Beacon Dividend Income Composite-3.10-4.04
Q3 Voyage Target Retirement-8.59-9.05
Morningstar Ret Inc Ultra Short - TDA-8.55-9.62
Morningstar Ret Inc Ultra Short - BNY-8.55-9.62
Q3 Destination Target Retirement-9.45-9.90
Fidelity Freedom Index Income Cmgld Pool-11.01-11.13
Fidelity Freedom Blend Inc Cmgld Pool I-11.32-11.46
Fidelity Freedom Blend Inc Cmgld Pool H-11.28-11.52
Fidelity Freedom Blend Income Cmgld Pool-11.28-11.57
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Retirement Income5 year gross return5 year net return
Beacon Dividend Income Composite7.156.26
Q3 Destination Target Retirement3.663.15
BNYM Newton SL SmartPath Ret Inc Cl On/a2.44
Voya Target In-Retirement Composite2.312.11
Q3 Voyage Target Retirement2.291.78
Fidelity Freedom Blend Inc Cmgld Pool I1.881.71
Fidelity Freedom Index Income Cmgld Pool1.841.71
Fidelity Freedom Blend Inc Cmgld Pool H1.881.61
Fidelity Freedom Blend Income Cmgld Pool1.881.57
Advisors Capital Income w/Growth2.821.41
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Short-Term Bond1 year gross return1 year net return
MCM Tactical Income5.054.54
Mellon Enhanced Cash0.900.79
Principal Street Short Duration1.140.77
Fort Washington Ultra Short Duration0.780.66
Chilton Short Term Taxable-0.15-0.28
Morgan Stanley U.S. Short Duration-0.37-0.46
Sage Cash Balance Ultra Conservative Mo-0.49-0.78
BBH Limited Duration-0.71-0.96
Mellon Short Duration Insurance-1.29-1.54
Garcia Hamilton Short Duration Opp-1.52-1.66
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Short-Term Bond5 year gross return5 year net return
BlackRock Strategic Income Opportunities2.652.64
Thornburg Multisector Opportun Composite3.192.58
Post Limited Term High Yield Comp2.972.31
Diamond Hill Short Duration Secitizd Bd2.592.13
Principal Street Short Duration2.422.02
Winthrop Intermediate Aggregate Fixed2.231.90
Dolan McEniry Core Plus2.161.89
Fort Washington Ultra Short Duration1.941.82
Frost Intermediate Taxable Composite2.301.79
Frost Core Plus Composite2.291.78
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Ultrashort Bond1 year gross return1 year net return
Federated Hermes Trade Finance4.243.35
Mellon STIF1.821.74
JPM Liquidity USD Credit-Composite1.851.70
RBC US Cash Management: High Quality Crd1.691.57
Western Asset US Liquidity1.691.56
RBC US Cash Management: Government1.601.47
Garcia Hamilton Cash1.331.28
Western Asset US Enhanced Liquidity1.221.10
Merganser Floating Rate Bond1.191.04
Baird Ultra Short Bond1.120.97
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Ultrashort Bond5 year gross return5 year net return
Federated Hermes Trade Finance3.572.69
L&S Short-Duration Investment Grade2.101.85
Goldman Sachs Opportunistic Fixed Income2.271.74
Federated Hermes Active Cash Broad1.801.66
Garcia Hamilton Cash1.651.59
Baird Ultra Short Bond1.731.58
Calvert Ultra-Short Duration Bond1.801.55
Pioneer Multi-Asset Ultrashort Income1.761.51
Segall Bryant Short Term Plus Fixed1.691.48
RBC US Ultra Short Duration: Full Style1.651.45
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Large Value1 year gross return1 year net return
Peak Capital Management Dividend Equity17.1716.26
Federated Hermes Strategic Val Dividend9.348.57
GQG Partners US Quality Div Inc6.495.96
LIM US Equity Income Strategy2.955.15
SKBA Capital Value Opportunity5.965.00
Alpha Quant SmartALPHA® Defensive Val6.104.95
SKBA Capital Value Plus4.904.57
Logan Concentrated Value5.134.43
Newton Equity Income Management4.904.32
Morgan Dempsey Large Cap Value4.864.17
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Large Value5 year gross return5 year net return
Polaris Concentrated Value13.8712.74
Smead US Value Composite12.1511.23
Putnam US Large Cap Value Concentrated11.4611.11
Donaldson Rising Dividend Cornerstone11.8810.95
Yacktman Focused Composite11.4610.86
Newton Equity Income Management11.3910.79
TSW Large Cap Value11.0710.78
WealthPlan DAP11.6410.46
Peak Capital Management Dividend Equity11.3210.37
Newton US Dynamic Large Cap Value SA10.9710.36
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Foreign Small/Mid Growth1 year gross return1 year net return
GA International Small Cap Composite-18.44-19.14
GW&K International Small Cap Strategy-19.75-20.56
PGI International Small-Cap Equity-20.65-21.33
Schroders Global Smaller Companies-20.99-21.89
SGA International Small-Mid Cap Equity-21.45-22.06
Mondrian Inv Intl Sm-Cap Eq-21.52-22.20
FIAM Concentrated Intl Small Cap-21.68-22.35
Federated Hermes Non-U.S. Small /Mid Cap-22.62-23.20
Copeland International SMID Div Growth-22.82-23.66
Artisan Non-U.S. Small-Mid Growth Comp-23.02-23.81
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Foreign Small/Mid Growth5 year gross return5 year net return
Brown Capital Intl Small Company8.227.32
WCM International Small Cap Growth7.606.83
Federated Hermes Non-U.S. Small /Mid Cap4.153.26
Rainier International Small Cap Equity3.822.70
Segall Bryant Fndtl Intl Small Cap3.782.68
Invesco International Small-Mid Cap3.382.46
Kayne Anderson Rudnick SC International3.312.38
Schroders Global Smaller Companies2.822.04
GA International Small Cap Composite2.902.03
GW&K International Small Cap Strategy2.951.93
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Mid-Cap Blend1 year gross return1 year net return
Ave Maria Value Strategy5.154.19
RS Concentrated All Cap Comp-1.79-2.62
Fiduciary Mgt of Milwaukee Sm-Cap Eq-4.98-5.70
Cambiar SMID Value-5.26-5.88
Snyder Capital Mgt Concentrated-5.40-5.95
12th Street Asset Opportunity-6.66-7.59
12th Street Asset Management LP-6.72-7.65
Wallick Fidelis Composite-7.19-7.71
Newton US Mid Cap Opp Equity-6.96-7.71
Investment Management of Virginia Opport-7.38-7.85
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Mid-Cap Blend5 year gross return5 year net return
Janus Henderson US Opportunistic Alpha11.5810.85
Snyder Capital Mgt Concentrated11.5210.66
Fenimore Dividend Focus Equity11.5410.61
Alpha Quant Mid Cap Quality Growth11.4110.58
Cambiar SMID Value11.2610.55
Snyder Capital Mgt Small/Mid Cap Val11.1410.45
Running Oak Efficient Growth10.6510.11
Blackrock Russ 3000 Alpha Tilts Compt10.1510.11
Madison Mid Cap Equity10.479.61
Aurora Equity Carve-Out Composite10.119.40
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Long Government1 year gross return1 year net return
Donoghue Forlines Treasury-10.08-10.30
Franklin U.S. Govt Ladder 5-20 Yr SMA-16.32-17.58
DoubleLine Long Duration Total Return-28.05-28.31
PIMCO Long Duration Treasury-28.54-28.88
BlackRock Long Govt Bond Idx Composite-29.18-29.25
SSgA Long U.S. Govt Bond Index Strategy-29.50-29.55
PIMCO Long Bond Extended Duration-29.90-30.05
NISA 15+ STRIPS Fixed Income Composite-37.53-37.59
BlackRock US Strips 20+ Year Bond Index-39.50-39.53
Jennison Long Conserv. Treasury STRIPS-39.68-39.74
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Long Government5 year gross return5 year net return
Donoghue Forlines Treasury2.131.27
PIMCO Long Bond Extended Duration-0.34-0.64
BlackRock Long Govt Bond Idx Composite-2.07-2.15
SSgA Long U.S. Govt Bond Index Strategy-2.31-2.37
DoubleLine Long Duration Total Return-1.95-2.38
PIMCO Long Duration Treasury-1.93-2.41
NISA 15+ STRIPS Fixed Income Composite-3.31-3.42
Jennison Long Conserv. Treasury STRIPS-3.76-3.86
Jennison Active Long US Treasury STRIPS-3.87-4.00
Franklin U.S. Govt Ladder 5-20 Yr SMAn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Multisector Bond1 year gross return1 year net return
PCM Absolute Bond Composite3.442.35
MIAM Focused Fixed Income Value Strategy2.411.60
Potomac Income Plus3.030.49
Toews Moderate Income Model0.480.47
Mellon Opportunistic Fixed Income-0.09-0.59
Winthrop Tactical Income-0.58-0.75
Newport Investment - Flexible Bond-0.67-1.16
PGIM Fixed Inc Absolute Return Composite-1.23-1.66
WSTCM Credit Select Risk-Managed-1.59-2.20
L&S High Yield-1.81-2.54
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Multisector Bond5 year gross return5 year net return
Newport Investment - Flexible Bond7.817.27
MIAM Focused Fixed Income Value Strategy5.474.63
L&S High Yield3.833.01
Aristotle Strategic Credit3.072.97
Fort Washington Strategic Income3.162.78
Frost Credit Composite3.012.50
Calvert Flexible Bond2.902.50
Winthrop Tactical Income2.962.48
Dolan McEniry Credit2.271.92
PGIM Fixed Inc Absolute Return Composite2.301.85
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Real Estate1 year gross return1 year net return
Cohen & Steers Asia Pacific Real Estate-12.85-13.55
Lasalle Glbl Opp Composite Hdgd-17.72-18.01
LaSalle Completion 1 Program Composite-18.31-18.68
GSI Capital Advisors Public Real Estate-20.70-21.09
Adelante NewCORE Strategy-21.74-22.31
Innovative Portfolios Real Estate I&G-21.62-22.59
O'Shaughnessy U.S. REIT-22.51-22.81
Ranger Global - U.S. Real Estate-22.30-22.89
Allspring Select Real Estate-22.88-23.47
CenterSquare REIT Separate Account-23.44-23.77
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Real Estate5 year gross return5 year net return
Adelante NewCORE Strategy8.617.84
Baron Real Estate Strategy8.817.73
Allspring Select Real Estate7.596.79
Cohen & Steers US Realty Total Ret Comp6.896.08
Cohen & Steers U.S. Realty Fund C-BEn/a6.01
Cohen & Steers US Realty Focus Comp6.285.53
Heitman US RE Securities Focused5.955.26
PGI Real Estate Equity Securities5.805.16
US REIT5.945.09
GSI Capital Advisors Public Real Estate5.504.96
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Mid-Cap Blend1 year gross return1 year net return
Ave Maria Value Strategy5.154.19
RS Concentrated All Cap Comp-1.79-2.62
Fiduciary Mgt of Milwaukee Sm-Cap Eq-4.98-5.70
Cambiar SMID Value-5.26-5.88
Snyder Capital Mgt Concentrated-5.40-5.95
12th Street Asset Opportunity-6.66-7.59
12th Street Asset Management LP-6.72-7.65
Wallick Fidelis Composite-7.19-7.71
Newton US Mid Cap Opp Equity-6.96-7.71
Investment Management of Virginia Opport-7.38-7.85
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Mid-Cap Blend5 year gross return5 year net return
Janus Henderson US Opportunistic Alpha11.5810.85
Snyder Capital Mgt Concentrated11.5210.66
Fenimore Dividend Focus Equity11.5410.61
Alpha Quant Mid Cap Quality Growth11.4110.58
Cambiar SMID Value11.2610.55
Snyder Capital Mgt Small/Mid Cap Val11.1410.45
Running Oak Efficient Growth10.6510.11
Blackrock Russ 3000 Alpha Tilts Compt10.1510.11
Madison Mid Cap Equity10.479.61
Aurora Equity Carve-Out Composite10.119.40
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Foreign Large Blend1 year gross return1 year net return
NorthCoast CAN SLIM International-3.43-4.62
Boston Partners International Equity-4.12-4.80
Wellington Durable Enterprises-4.55-5.26
ClearBridge Global Infrastructure Income-4.92-5.87
Acadian Non-U.S. All-Cap Hedged USD Eqty-6.28-6.98
Artisan International Value-6.12-7.00
First Eagle International Value Equity-7.00-7.70
Ariel International (DM/EM)-7.54-8.28
Altrinsic International Equity-7.66-8.45
Wellington International Dividend Growth-7.97-8.56
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Foreign Large Blend5 year gross return5 year net return
BlackRock Eq Idx Composite10.9110.86
Russell 3000 Screened Index Composite8.498.36
Wellington Durable Enterprises8.627.81
ClearBridge Global Infrastructure Income8.857.78
Thornburg Intl Equity ESG Composite7.366.41
Global Select Composite6.676.24
Acadian Non-U.S. All-Cap Hedged USD Eqty6.976.17
Eldred Rock International Value7.055.97
Inspire Select International5.955.95
Janus Henderson Intl Alpha Equity6.175.44
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Intermediate Government1 year gross return1 year net return
CCM Fixed Income Portfolio-4.36-4.84
SeaCrest US Government Interm Duration-6.79-6.79
SSgA Intermediate U.S. Govt Bond Index-7.83-7.90
Glenmede Intermediate Govt/Credit-8.48-8.82
Franklin U.S. Govt Ladder 1-10 Yr SMA-7.91-9.28
Wright Mortgage Backed Securities F/I-9.06-9.38
DBF Intermediate Duration Govt/Agency-10.16-10.38
DBF Interm Mortgage-Backed Securities-11.43-11.64
CS McKee Broad Government Fixed-11.42-11.64
TCW Index Plus MBS-11.60-11.82
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Intermediate Government5 year gross return5 year net return
CCM Fixed Income Portfolio2.141.62
SeaCrest US Government Interm Duration0.640.64
CS McKee Broad Government Fixed0.650.39
SSgA Intermediate U.S. Govt Bond Index0.450.39
Glenmede Intermediate Govt/Credit0.530.15
M.D. Sass Core Fix-Inc0.320.05
Wright Mortgage Backed Securities F/I0.30-0.05
FIAM Agency MBS-0.08-0.11
Northern Trust Government Index-0.01-0.15
DBF Intermediate Duration Govt/Agency-0.13-0.36
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Short-Term Bond1 year gross return1 year net return
MCM Tactical Income5.054.54
Mellon Enhanced Cash0.900.79
Principal Street Short Duration1.140.77
Fort Washington Ultra Short Duration0.780.66
Chilton Short Term Taxable-0.15-0.28
Morgan Stanley U.S. Short Duration-0.37-0.46
Sage Cash Balance Ultra Conservative Mo-0.49-0.78
BBH Limited Duration-0.71-0.96
Mellon Short Duration Insurance-1.29-1.54
Garcia Hamilton Short Duration Opp-1.52-1.66
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Short-Term Bond5 year gross return5 year net return
BlackRock Strategic Income Opportunities2.652.64
Thornburg Multisector Opportun Composite3.192.58
Post Limited Term High Yield Comp2.972.31
Diamond Hill Short Duration Secitizd Bd2.592.13
Principal Street Short Duration2.422.02
Winthrop Intermediate Aggregate Fixed2.231.90
Dolan McEniry Core Plus2.161.89
Fort Washington Ultra Short Duration1.941.82
Frost Intermediate Taxable Composite2.301.79
Frost Core Plus Composite2.291.78
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Large Blend1 year gross return1 year net return
Parametric DPS Options Only3.372.34
Alpha Quant SmartALPHA® Defensive Eq2.731.61
Channing Capital Large-Cap Value-8.81-0.13
St. James Select Value-0.09-0.77
Alpha Quant SmartALPHA® Defensive Gr0.03-1.06
Q3 Power Momentum - Blue Chip0.71-1.55
Channing Capital All-Cap Value-1.40-1.77
Gyroscope Low Volatility Portfolio-1.25-2.14
Allspring U.S. Low Volatility-2.96-3.13
M&R Capital Management – Capital Appreci-2.43-3.26
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Large Blend5 year gross return5 year net return
Euclid Advisory Large Cap Growth17.0615.71
Suncoast Equity Dividend Growth14.1013.79
DCP US Fundamental Stability & Value12.9412.50
Copeland All Cap Dividend Growth12.6111.87
Stance Equity ESG Large Cap Core12.6311.83
Lazard US Equity Select Tax Aware12.4311.83
Wellington Select Quality Equity12.5311.75
Jensen Large Cap Quality Growth11.9911.47
Hillswick S&P 500 Sector Selection11.8911.46
Federated Hermes MDT ACC Institutional12.2111.46
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Small Growth1 year gross return1 year net return
Wellington Emerging Companies-4.13-5.05
Oberweis Micro-Cap Growth-9.06-10.10
Oberweis Small-Cap Opp-9.93-10.72
Sawgrass Genesis Small Growth Equity-10.76-11.46
Van Berkom Sm-Cap Eq-11.78-11.85
Atlanta High Quality Small Cap-11.51-12.22
Segall Bryant Small Cap Core-12.41-13.11
Bahl & Gaynor - Small Cap Quality Growth-13.01-13.37
Copeland Small Cap Dividend Growth-12.73-13.63
Port Capital Small Cap Equity-13.05-13.76
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Small Growth5 year gross return5 year net return
Next Century Growth Micro Cap Growth24.2623.39
Granahan Inv Mgt - Sm Cap Focused Grth19.6318.56
Next Century Growth Small Cap17.7516.66
Granahan SMID Select17.2016.05
Granahan Small Cap Select16.8715.74
Advisory Research U.S. Small Cap Growth16.3315.23
Oberweis Small-Cap Opp15.9415.11
Oberweis Micro-Cap Growth15.4014.33
Bullseye Small Cap Growth15.4114.27
EAM Ultra Micro Cap15.1514.14
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Natural Resources1 year gross return1 year net return
Newton Global Natural Resources35.9334.87
Jennison Global Natural Resources Equity25.9725.03
Ninety One Global Natural Resources23.2822.33
Cohen & Steers Gl Natural Resource Comp18.4517.71
Financial Trust Global Resources17.4516.00
VanEck Global Resources Composite9.158.32
Inspire Select Clean Water-2.45-2.45
KBIGI Global Resource Solution-7.22-8.02
KBIGI Circular Economy-11.54-12.29
KBIGI Water Strategy-14.32-15.06
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Natural Resources5 year gross return5 year net return
Inspire Select Clean Water13.9413.94
Newton Global Natural Resources14.8113.90
Ninety One Global Natural Resources11.8010.98
KBIGI Global Resource Solution11.2810.34
Cohen & Steers Gl Natural Resource Comp10.7410.02
Ecofin Global Water Composite10.209.36
Jennison Global Natural Resources Equity9.558.76
Financial Trust Global Resources8.256.91
KBIGI Water Strategy6.265.34
VanEck Global Resources Composite5.264.50
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Long-Term Bond1 year gross return1 year net return
PCM Global Bond HF Composite-4.96-5.91
Beacon Vantage 3.0 Bond-6.80-8.08
Principal Street Tax Exempt High Income-9.04-9.71
Full Duration Fixed Income-12.29-12.51
Sage Long Duration LDI (7-10 Year)-14.92-15.10
Dorsey Wright Tactical Fixed Income-14.59-15.40
AXA Inv Mgrs US Inv Grade Corp-16.30-16.53
Barings U.S. Invest. Grade Corp. Credit-16.34-16.55
Ramirez Long Duration Composite-17.58-17.75
Goldman Sachs Global Government-18.33-18.56
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Long-Term Bond5 year gross return5 year net return
AXA Inv Mgrs US Inv Grade Corp0.882.12
Dorsey Wright Tactical Fixed Income2.891.94
Camden Long Duration (US Corporate) Comp1.591.17
Barings U.S. Invest. Grade Corp. Credit0.870.62
Sage Long Duration LDI (7-10 Year)0.920.62
Ramirez Long Duration Composite0.780.58
Camden Long Duration (Govt/Credit) Comp1.080.49
Reams Long Duration Fixed Income0.290.15
PIMCO Long Term Bond - Long Credit0.260.02
TCW Long Duration Credit0.15-0.01
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Foreign Small/Mid Value1 year gross return1 year net return
Pzena Intl Small Cap Focused Value-0.32-1.31
Cedar Street International Small Cap-1.95-2.91
Silvercrest Int’l Small Cap Value-6.42-7.34
Brandes International Sm-Mid Cap Equity-6.70-7.54
Cedar Street International (EAFE) SCV-7.51-8.25
Kopernik Global All-Cap-8.64-9.22
ARGA International Small-Cap Strategy-8.57-9.49
Causeway International Small Cap-9.69-10.32
Cedar Street Emerging Markets Small Cap-7.02-10.63
O'Shaughnessy Int'l Small Cap Value-10.47-10.70
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Foreign Small/Mid Value5 year gross return5 year net return
Kopernik Global All-Cap8.948.25
Cedar Street Emerging Markets Small Cap4.162.49
Cedar Street International (EAFE) SCV3.062.21
Cedar Street International Small Cap3.051.99
ARGA International Small-Cap Strategy3.001.89
Causeway International Small Cap2.201.44
Pzena Intl Small Cap Focused Value1.160.16
GlobeFlex International Micro Cap Cmpst0.940.04
Brandes International Sm-Mid Cap Equity0.10-0.76
Runde Int'l Small-Cap Value-0.61-1.08
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


High Yield Bond1 year gross return1 year net return
Horizon High Yield Opportunity Instl1.330.32
Penn Capital Ult Short Duration Corp Inc-0.07-0.18
Invesco Bank Loans-0.68-1.17
UBS Short Duration High Yield SMA-2.56-1.38
Allspring U.S. Short-Term High Yield-1.21-1.70
Penn Capital Def Short Duration High Inc-1.72-2.03
MacKay High Yield Low Volatility Comp-1.81-2.21
Shenkman Capital Short Dur Hi Inc Strat-1.90-2.58
L&S Short-Duration High Yield-1.80-2.81
MacKay Shields HYAC Short Duration Strgy-2.51-2.95
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


High Yield Bond5 year gross return5 year net return
Herzfeld Fixed Income Composite6.806.14
L&S Short-Duration High Yield4.713.98
Mesirow High Yield4.103.68
PGIM US Shrt-Dur Higher Quality Hi-Yld4.113.63
Artisan High Income4.313.60
Shenkman Multi-Asset Credit Composite4.343.56
MacKay High Yield Low Volatility Comp3.773.36
Capital Group U.S. High Yield3.603.30
Barrow Hanley High Yield Fixed Income3.693.20
Allspring U.S. Short-Term High Yield3.583.06
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Latin America Stock1 year gross return1 year net return
T. Rowe Price Latin America Equity1.680.81
Morgan Stanley Latin America Equity0.72-0.74
Financial Trust Latin Value Momentum-7.42-8.57
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Latin America Stock5 year gross return5 year net return
T. Rowe Price Latin America Equity-1.23-2.07
Morgan Stanley Latin America Equity-1.64-2.67
Financial Trust Latin Value Momentum-5.43-6.60
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Mid-Cap Growth1 year gross return1 year net return
Horizon Research Select Instl27.3126.04
Horizon Small Cap Institutional21.0319.82
Horizon Strategic Value Investment Instl9.868.76
Horizon Spin-Off Institutional8.367.27
PCM Industry ETF Momentum-0.17-1.16
Atlanta High Quality Smid Cap-7.95-8.68
Copeland Mid Cap Dividend Growth-9.54-10.08
Kayne Anderson Rudnick Small Cap Core-9.92-10.74
Copeland SMID Concentrated Div Growth-11.90-12.51
Rockefeller US Small-Mid Cap Equity-12.60-13.26
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Mid-Cap Growth5 year gross return5 year net return
NCG SMID Cap17.4316.18
Night Owl Equity16.8515.46
Horizon Small Cap Institutional15.7514.59
Congress SMID Growth14.5914.19
Horizon Research Select Instl15.2814.13
Baron Small to Mid Cap Growth Strategy14.5413.64
Principal Small Cap Growth Equity14.0413.10
Kayne Anderson Rudnick Small Cap Core13.0712.07
Kayne Anderson Rudnick Mid Sustain Gr12.7611.93
Shaker Fundamental Growth12.9011.79
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2021-20251 year gross return1 year net return
Inspire FuturePath 2025-10.76-11.82
Capital Group 2025 Target Date Ret Comp-12.48-12.77
BNYM Nwtn SL SmartPath Trgt Dt 2025 Cl On/a-14.08
Fidelity Freedom Index 2025 Cmgld Pool C-16.50-16.61
Voya Target Retirement 2025 Composite-16.60-16.76
Fidelity Freedom Blend 2025 Cmgld Pool I-16.91-17.04
Fidelity Freedom Blend 2025 Cmgld Pool H-16.89-17.11
Fidelity Freedom Blend 2025 Cmgld Pool C-16.92-17.23
Fidelity Freedom 2025 Cmgld Pool Fn/an/a
Fidelity Freedom 2025 Cmgld Pool Dn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2021-20255 year gross return5 year net return
Capital Group 2025 Target Date Ret Comp5.044.67
BNYM Nwtn SL SmartPath Trgt Dt 2025 Cl On/a3.97
Fidelity Freedom Blend 2025 Cmgld Pool I3.833.66
Fidelity Freedom Blend 2025 Cmgld Pool H3.833.55
Fidelity Freedom Blend 2025 Cmgld Pool C3.813.48
Fidelity Freedom Index 2025 Cmgld Pool C3.603.46
Voya Target Retirement 2025 Composite3.633.44
Inspire FuturePath 2025n/an/a
Fidelity Freedom 2025 Cmgld Pool Fn/an/a
Fidelity Freedom 2025 Cmgld Pool Dn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Emerging Markets Bond1 year gross return1 year net return
SeaCrest Inv Mgmt Intl Sovereign Debt-2.06-3.00
Eaton Vance EM Debt Opportunities-5.40-6.01
Global Evolution EM Local Debt-6.48-6.73
VanEck Emerging Markets Bond-6.34-6.93
Lazard EM Debt - Corporate Broad-7.36-7.96
Invesco Emerging Markets Local Bond-7.38-8.01
Global Evolution Frontier Markets-7.69-8.54
Finisterre EMTR Composite-8.60-9.23
Franklin Emerging Mkt Dbt Opp (USD) Comp-9.05-9.70
Eastspring Asia Sustainable Bond-9.52-10.06
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Emerging Markets Bond5 year gross return5 year net return
Eaton Vance EM Debt Opportunities3.883.23
Lazard EM Debt - Corporate Broad3.653.10
Global Evolution Frontier Markets3.292.13
Finisterre EMTR Composite2.301.49
Stone Harbor EM Corporate Debt1.971.36
T. Rowe Price Emerging Markets Corp Bd1.601.09
Loomis Sayles EMCD Invest Grade Plus1.531.09
VanEck Emerging Markets Bond1.550.94
MIM Emerging Markets Debt Corporate1.490.94
Franklin Emerging Mkt Dbt Opp (USD) Comp1.610.90
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2031-20351 year gross return1 year net return
Inspire FuturePath 2035-12.22-13.02
BNYM Nwtn SL SmartPath Trgt Dt 2035 Cl On/a-15.32
Capital Group 2035 Target Date Ret Comp-15.98-16.26
Fidelity Freedom Index 2035 Cmgld Pool C-17.50-17.61
Voya Target Retirement 2035 Composite-17.60-17.76
Fidelity Freedom Blend 2035 Cmgld Pool I-18.03-18.16
Fidelity Freedom Blend 2035 Cmgld Pool H-18.05-18.27
Fidelity Freedom Blend 2035 Cmgld Pool C-18.03-18.35
Fidelity Freedom 2035 Cmgld Pool Fn/an/a
Fidelity Freedom 2035 Cmgld Pool Dn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2031-20355 year gross return5 year net return
Capital Group 2035 Target Date Ret Comp6.255.88
Fidelity Freedom Blend 2035 Cmgld Pool I5.225.05
Fidelity Freedom Blend 2035 Cmgld Pool H5.214.93
Fidelity Freedom Blend 2035 Cmgld Pool C5.214.87
BNYM Nwtn SL SmartPath Trgt Dt 2035 Cl On/a4.80
Fidelity Freedom Index 2035 Cmgld Pool C4.884.76
Voya Target Retirement 2035 Composite4.894.69
Inspire FuturePath 2035n/an/a
Fidelity Freedom 2035 Cmgld Pool Fn/an/a
Fidelity Freedom 2035 Cmgld Pool Dn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Ultrashort Bond1 year gross return1 year net return
Federated Hermes Trade Finance4.243.35
Mellon STIF1.821.74
JPM Liquidity USD Credit-Composite1.851.70
RBC US Cash Management: High Quality Crd1.691.57
Western Asset US Liquidity1.691.56
RBC US Cash Management: Government1.601.47
Garcia Hamilton Cash1.331.28
Western Asset US Enhanced Liquidity1.221.10
Merganser Floating Rate Bond1.191.04
Baird Ultra Short Bond1.120.97
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Ultrashort Bond5 year gross return5 year net return
Federated Hermes Trade Finance3.572.69
L&S Short-Duration Investment Grade2.101.85
Goldman Sachs Opportunistic Fixed Income2.271.74
Federated Hermes Active Cash Broad1.801.66
Garcia Hamilton Cash1.651.59
Baird Ultra Short Bond1.731.58
Calvert Ultra-Short Duration Bond1.801.55
Pioneer Multi-Asset Ultrashort Income1.761.51
Segall Bryant Short Term Plus Fixed1.691.48
RBC US Ultra Short Duration: Full Style1.651.45
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Aggressive Allocation1 year gross return1 year net return
ValueWorks Cap App5.193.66
FPI Fusion Growth Modeln/an/a
Cantor FBP EDP Balanced-1.09-1.63
Palouse Capital Diversified Income Strat-2.41-2.81
Robinson Wealth of Nations®-3.63-4.30
AMP Adaptive Growth-4.83-5.93
AMP Adaptive Growth & Income-5.36-6.33
Inspire Select Aggressive Portfolio-6.35-7.70
Estabrook Balanced-7.03-7.97
B. Riley Fairfax Active Perm Portfolio-7.37-8.90
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Aggressive Allocation5 year gross return5 year net return
ValueWorks Cap App12.8811.54
Calamos US Opportunities Composite9.088.35
Robinson Wealth of Nations®9.008.22
Dorsey Wright Sys Reltv Strength Bal8.897.88
Washington Crossing Conquest SecModAggGr7.817.36
Montag & Caldwell Balanced8.277.36
Eads & Heald Wealth Managment Bal7.886.98
Zevin SRI/ESG Global Appreciation model8.236.94
ACM Aggressive Growth Small7.596.66
Severin Moderate Growth8.316.55
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Large Value1 year gross return1 year net return
Peak Capital Management Dividend Equity17.1716.26
Federated Hermes Strategic Val Dividend9.348.57
GQG Partners US Quality Div Inc6.495.96
LIM US Equity Income Strategy2.955.15
SKBA Capital Value Opportunity5.965.00
Alpha Quant SmartALPHA® Defensive Val6.104.95
SKBA Capital Value Plus4.904.57
Logan Concentrated Value5.134.43
Newton Equity Income Management4.904.32
Morgan Dempsey Large Cap Value4.864.17
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Large Value5 year gross return5 year net return
Polaris Concentrated Value13.8712.74
Smead US Value Composite12.1511.23
Putnam US Large Cap Value Concentrated11.4611.11
Donaldson Rising Dividend Cornerstone11.8810.95
Yacktman Focused Composite11.4610.86
Newton Equity Income Management11.3910.79
TSW Large Cap Value11.0710.78
WealthPlan DAP11.6410.46
Peak Capital Management Dividend Equity11.3210.37
Newton US Dynamic Large Cap Value SA10.9710.36
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Foreign Large Growth1 year gross return1 year net return
GQG Partners International Equity-10.67-11.29
CIBC International Growth-13.85-14.67
MFS International Growth Equity-14.48-15.00
T. Rowe Price International Growth Eq-15.08-15.61
Confluence International Equity - Direct-15.24-15.87
Financial Trust Intl ValueMomentum-15.17-16.22
Brown Advisory Sustainable Intl Leaders-16.33-16.39
Lazard Intl Eq Select w/EM (EAFE) ADR-16.17-16.72
MFS International Concentrated Equity-16.61-17.05
Intech International Large Cap Core-16.71-17.16
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Foreign Large Growth5 year gross return5 year net return
Jennison Focused Global Equity Oppts15.5413.08
Marietta International Equity Strategy8.748.07
Wellington Global Capital Appreciation8.948.07
Baillie Gifford Intl Concentrated Growth8.507.78
WCM Focused Growth International ADR8.457.68
WCM Inv Mgt Focused Growth Intl7.997.20
GQG Partners International Equity7.606.85
Ithaka EAFE Composite6.936.40
Jennison International Equity Oppts6.896.21
FT VMV Developed Markets ex US7.025.70
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Small Growth1 year gross return1 year net return
Wellington Emerging Companies-4.13-5.05
Oberweis Micro-Cap Growth-9.06-10.10
Oberweis Small-Cap Opp-9.93-10.72
Sawgrass Genesis Small Growth Equity-10.76-11.46
Van Berkom Sm-Cap Eq-11.78-11.85
Atlanta High Quality Small Cap-11.51-12.22
Segall Bryant Small Cap Core-12.41-13.11
Bahl & Gaynor - Small Cap Quality Growth-13.01-13.37
Copeland Small Cap Dividend Growth-12.73-13.63
Port Capital Small Cap Equity-13.05-13.76
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Small Growth5 year gross return5 year net return
Next Century Growth Micro Cap Growth24.2623.39
Granahan Inv Mgt - Sm Cap Focused Grth19.6318.56
Next Century Growth Small Cap17.7516.66
Granahan SMID Select17.2016.05
Granahan Small Cap Select16.8715.74
Advisory Research U.S. Small Cap Growth16.3315.23
Oberweis Small-Cap Opp15.9415.11
Oberweis Micro-Cap Growth15.4014.33
Bullseye Small Cap Growth15.4114.27
EAM Ultra Micro Cap15.1514.14
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Large Growth1 year gross return1 year net return
Marshfield Core Value Equity6.905.63
Horizon Large Cap Institutional4.663.61
Severin Relative Strength3.542.06
Contravisory Strategic Equity Portfolio0.01-0.88
Sawgrass Focused Growth Equity-0.50-1.17
GQG Partners US Equity-2.51-3.00
Port Capital Partners Equity-2.37-3.18
Winans Growth 100% Composite-8.89-9.53
Merlin Dynamic Growth-10.36-11.02
Atlanta High Quality Select Equity-11.23-11.76
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Large Growth5 year gross return5 year net return
Mark Long Only17.1715.39
Atlanta High Quality Focused Growth15.7114.91
Segall Bryant & Hamill Select Equity15.0114.49
Marshfield Core Value Equity16.0414.45
Slow Capital Growth14.8014.39
GQG Partners US Equity14.9614.39
Montrusco Bolton US Equity (USD)14.7213.99
Atlanta High Quality Calvert Equity14.7913.89
Merlin Dynamic Growth14.5713.73
Fiera All Cap Growth14.6713.70
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2036-20401 year gross return1 year net return
Q3 Voyage Target 2040-9.61-10.06
Q3 Destination Target 2040-10.54-10.99
Inspire FuturePath 2040-12.40-12.52
BNYM Nwtn SL SmartPath Trgt Dt 2040 Cl On/a-15.82
Capital Group 2040 Target Date Ret Comp-17.25-17.52
Fidelity Freedom Index 2040 Cmgld Pool C-18.11-18.22
Voya Target Retirement 2040 Composite-18.13-18.29
Fidelity Freedom Blend 2040 Cmgld Pool I-18.72-18.85
Fidelity Freedom Blend 2040 Cmgld Pool H-18.76-18.98
Fidelity Freedom Blend 2040 Cmgld Pool C-18.70-19.02
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2036-20405 year gross return5 year net return
Q3 Voyage Target 20407.126.59
Q3 Destination Target 20406.726.19
Capital Group 2040 Target Date Ret Comp6.506.12
Fidelity Freedom Blend 2040 Cmgld Pool I5.665.49
Fidelity Freedom Blend 2040 Cmgld Pool H5.655.36
Fidelity Freedom Blend 2040 Cmgld Pool C5.675.33
Fidelity Freedom Index 2040 Cmgld Pool C5.385.25
Voya Target Retirement 2040 Composite5.415.21
BNYM Nwtn SL SmartPath Trgt Dt 2040 Cl On/a5.14
Inspire FuturePath 2040n/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


World Bond1 year gross return1 year net return
Brandywine Global Unconstrained F/I-3.54-4.22
Oaktree European Senior Loans-4.55-5.03
Templeton Global Bond Plus Composite-4.52-5.12
Pictet Absolute Return Fixed Inc-5.09-5.42
Newton Global Dynamic Bond USD-5.23-5.56
Templeton International Bond Plus Comp-4.96-5.62
Wellington Global Bond Unhedged (AUD)-6.81-7.12
PIMCO International Bond USD-Hedged-9.44-9.89
PIMCO Global Government Hedged-9.87-10.19
Wellington Opportunistic Fixed Income-9.82-10.32
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


World Bond5 year gross return5 year net return
Wellington Global Bond Unhedged (AUD)2.442.08
Wellington Opportunistic Fixed Income2.501.94
Pictet Absolute Return Fixed Inc1.661.31
Newton Global Dynamic Bond USD1.601.25
Oaktree European Senior Loans1.721.21
PIMCO International Bond USD-Hedged1.210.70
Brandywine Global Unconstrained F/I1.380.67
PIMCO Global Aggregate Hedged1.040.62
UBS: Global Aggregate Bond0.820.59
PIMCO Global Government Hedged0.860.51
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Equity Energy1 year gross return1 year net return
Inspire Select Energy Sector68.3668.36
HW Energy59.9057.36
Miller/Howard N. Amer. Energy (w/ K-1s)46.3145.25
Miller/Howard N. Amer. Energy (w/o K-1s)44.1843.13
Miller/Howard N. Amer. Energy w/ K-1 SMA45.9441.73
Orleans Energy Opportunities40.8139.47
Miller/Howard N. Am. Energy w/o K-1s SMA43.4139.27
Salient C-Corp SMA Strategy18.4917.62
Laffer Tengler Global Revolution-3.27-4.39
Global Clean Energy Comp-7.17-7.87
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Equity Energy5 year gross return5 year net return
KBIGI Global Energy Transition Strategy17.8916.90
Miller/Howard N. Amer. Energy (w/o K-1s)14.9713.94
Miller/Howard N. Amer. Energy (w/ K-1s)12.5211.52
Miller/Howard N. Am. Energy w/o K-1s SMA13.7110.36
Calvert Global Energy Solutions9.989.16
Miller/Howard N. Amer. Energy w/ K-1 SMA12.148.84
Inspire Select Energy Sector6.026.02
HW Energy4.953.31
Orleans Energy Opportunities1.380.38
Salient C-Corp SMA Strategyn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Short Government1 year gross return1 year net return
Mellon Glb Govt-Short Dur-1.60-1.80
Garcia Hamilton Short Duration-1.85-1.97
Genter Capital Short-Term US Government-2.70-3.04
CS McKee Short Government-2.95-3.19
Bartlett & Co. Ltd Dur Fix-Inc-3.33-3.49
GS Gov/Corporate FI (Short Duration)-3.31-3.49
Pacific Income Short Term-3.45-3.75
AB US Low Duration-3.59-3.77
BlackRock 1-3 Yr Govt Bond Idx Composite-3.74-3.79
Madison Limited Duration Governemnt Bond-4.24-4.73
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Short Government5 year gross return5 year net return
M.D. Sass 3-Year FI0.593.04
Mellon Glb Govt-Short Dur1.201.01
CS McKee Short Government1.220.99
Sit Inv Short Duration1.360.96
GS Gov/Corporate FI (Short Duration)1.060.86
BlackRock 1-3 Yr Govt Bond Idx Composite0.870.82
AB US Low Duration0.880.69
Bartlett & Co. Ltd Dur Fix-Inc0.850.69
Genter Capital Short-Term US Government1.010.66
Pacific Income Short Term0.940.64
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 Composite2.642.40
NISA Stable Value2.462.09
Mellon Stable Value2.051.93
T. Rowe Price Stable Value2.121.88
Galliard Stable Value Composite1.961.76
Invesco Stable Value1.921.72
Dodge & Cox Intermediate Stable Value FI-8.91-9.18
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 Composite2.602.35
NISA Stable Value2.702.31
Mellon Stable Value2.182.07
T. Rowe Price Stable Value2.302.07
Invesco Stable Value2.232.02
Galliard Stable Value Composite2.261.98
Dodge & Cox Intermediate Stable Value FI0.820.52
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Health1 year gross return1 year net return
Janus Henderson Global Life Sciences-1.85-2.62
Inspire Select Healthcare Sector-9.14-9.14
Jennison Health Sciences Equity-9.31-10.21
Fidelity Advisor Health Care SMA (FIAM)-12.45-12.58
Alger Health Sciences Composite-16.10-16.56
Baron Health Care Strategy-16.19-16.78
Lazard Genetic Therapies ADR-16.31-16.94
Financial Trust Health Value-16.48-17.51
Nicholas Inv-NicHealth-23.06-24.04
PVG Emerging Healthcare-24.58-25.36
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Health5 year gross return5 year net return
Janus Henderson Global Life Sciences12.2911.45
Inspire Select Healthcare Sector9.769.76
Jennison Health Sciences Equity9.878.78
Alger Health Sciences Composite8.648.04
Eagle Healthcare Enhanced Return Oppty.8.627.60
Lazard Digital Health5.615.00
ARK Genomic Revolution5.094.31
Nicholas Inv-NicHealth8.014.20
Financial Trust Health Value3.852.57
PVG Emerging Healthcare-3.48-3.86
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Bank Loan1 year gross return1 year net return
Penn Capital Def Floating Rate Inc1.280.67
FIAM Leveraged Loan Composite0.39-0.11
Stone Harbor Leveraged Loans0.29-0.26
T. Rowe Price Floating Rate Bank Loan-0.05-0.50
Pacific Corporate Bank Loan Composite-0.15-0.65
Seix Leveraged Loan-0.10-0.66
Shenkman Capital Mgt Bank Loan Composite-0.17-0.67
Barrow Hanley Bank Loan-0.26-0.74
Post Senior Loan Composite-0.63-1.12
PGI Bank Loans-0.91-1.40
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Bank Loan5 year gross return5 year net return
Octagon Senior Secured Credit3.843.17
Pacific Corporate Bank Loan Composite3.633.14
PGI Bank Loans3.613.11
T. Rowe Price Floating Rate Bank Loan3.563.06
Stone Harbor Leveraged Loans3.633.06
FIAM Leveraged Loan Composite3.492.97
Shenkman Capital Mgt Bank Loan Composite3.492.97
PGIM Fixed Inc US Sr Sec Loans Composite3.512.94
Bain Capital Liquid Senior Loan3.402.87
Invesco US Unconstrnd Sr Loan Composite3.552.86
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Leveraged Net Long1 year gross return1 year net return
Martingale Low Volatility Lg/Shrt LgCp+-4.23-4.87
Glenmede Quant US Large Cap 130/30-6.48-7.41
AQR Capital US Relaxed Constraint 40-10.64-11.14
Martingale 130/30 LargeCap Core 500-13.14-13.74
LA Capital U.S. Large Cap Active Exten-17.87-18.04
Lazard Global 130/30-17.61-18.31
JPM US Large Cap Core 130/30-Composite-17.87-18.44
UBS: US Equity Opportunity Unconstrained-23.61-23.70
PVG Tactical Core Strategy-25.62-26.41
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Leveraged Net Long5 year gross return5 year net return
JPM US Large Cap Core 130/30-Composite10.8010.03
LA Capital U.S. Large Cap Active Exten10.169.66
PVG Tactical Core Strategy10.769.55
UBS: US Equity Opportunity Unconstrained8.388.25
AQR Capital US Relaxed Constraint 408.377.75
Martingale Low Volatility Lg/Shrt LgCp+8.127.45
Lazard Global 130/308.217.29
Martingale 130/30 LargeCap Core 5007.336.66
Glenmede Quant US Large Cap 130/306.915.98
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Multisector Bond1 year gross return1 year net return
PCM Absolute Bond Composite3.442.35
MIAM Focused Fixed Income Value Strategy2.411.60
Potomac Income Plus3.030.49
Toews Moderate Income Model0.480.47
Mellon Opportunistic Fixed Income-0.09-0.59
Winthrop Tactical Income-0.58-0.75
Newport Investment - Flexible Bond-0.67-1.16
PGIM Fixed Inc Absolute Return Composite-1.23-1.66
WSTCM Credit Select Risk-Managed-1.59-2.20
L&S High Yield-1.81-2.54
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Multisector Bond5 year gross return5 year net return
Newport Investment - Flexible Bond7.817.27
MIAM Focused Fixed Income Value Strategy5.474.63
L&S High Yield3.833.01
Aristotle Strategic Credit3.072.97
Fort Washington Strategic Income3.162.78
Frost Credit Composite3.012.50
Calvert Flexible Bond2.902.50
Winthrop Tactical Income2.962.48
Dolan McEniry Credit2.271.92
PGIM Fixed Inc Absolute Return Composite2.301.85
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Moderate Allocation1 year gross return1 year net return
MIAM Total Return Value Strategy5.014.18
ValueWorks Bal Comp5.454.10
VanEck Inflation Allocation2.542.03
Cohen & Steers Real Assets Multi-Strat-1.24-1.93
Liberty One Tactical Income Solution-1.95-2.58
Sterling Diversified Inc - Aggressive-2.41-2.60
Cypress Capital US Opportunity-2.60-3.32
Cypress Capital US Opportunity-Mod Allc-2.60-3.35
Columbus Macro Gbl Inc-Yield Select Mo-2.13-3.44
Genter Capital Balanced Growth With Muni-2.89-3.68
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Moderate Allocation5 year gross return5 year net return
ValueWorks Bal Comp13.5812.10
MCA Balanced Portfolios11.1510.51
MIAM Total Return Value Strategy9.648.77
WJA Equity Oriented (Balanced) Composite9.128.10
Congress Asset Mgt Balanced8.347.85
Winans Balanced 75/25 Composite8.077.40
Investment Management of Virginia Balanc7.867.33
Congress Asset Mgt Multi-Cap Balanced7.697.26
Waterfront Balanced8.067.25
Cypress Capital US Opportunity8.447.04
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Equity Precious Metals1 year gross return1 year net return
Allspring Precious Metals-6.69-7.58
VanEck Gold Composite-12.64-13.24
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Equity Precious Metals5 year gross return5 year net return
Allspring Precious Metals5.684.69
VanEck Gold Composite5.274.56
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Small Blend1 year gross return1 year net return
Glenmede SMID Cap Equity5.154.28
Private Capital Management Value Focus4.353.59
Private Capital Value Equity1.530.57
SouthernSun Small Cap-0.30-1.02
Third Avenue Small Cap Value Composite-0.68-1.82
Kennedy Micro Cap Opportunities-1.64-2.52
Reinhart Partners Genesis PMV-2.29-3.03
Gyroscope SMID Cap Low Vol Portfolio-2.81-3.15
Mesirow Small Cap Value Equity-3.66-4.10
Nuveen Small Cap Value Opportunities-3.77-4.73
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Small Blend5 year gross return5 year net return
Old West Small Cap19.2918.23
Penn Capital Small to Micro Cap Equity17.6517.09
Harvey Partners Small-Cap Opportunity18.1416.99
Old West All Cap Opportunity17.4916.33
Private Capital Management Value Focus13.2912.18
Financial Trust American Discplnd Small12.8311.44
Burgundy US Small Cap Value Composite11.9110.81
Inspire Select US Small Cap10.7310.73
Alpha Quant Small Cap Quality11.2910.45
Private Capital Value Equity10.949.80
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2041-20451 year gross return1 year net return
Inspire FuturePath 2045-11.19-12.25
BNYM Nwtn SL SmartPath Trgt Dt 2045 Cl On/a-16.06
Capital Group 2045 Target Date Ret Comp-17.86-18.14
Voya Target Retirement 2045 Composite-18.06-18.22
Fidelity Freedom Index 2045 Cmgld Pool C-18.13-18.24
Fidelity Freedom Blend 2045 Cmgld Pool I-18.76-18.89
Fidelity Freedom Blend 2045 Cmgld Pool H-18.76-18.98
Fidelity Freedom Blend 2045 Cmgld Pool C-18.74-19.06
Fidelity Freedom 2045 Cmgld Pool Dn/an/a
Fidelity Freedom 2045 Cmgld Pool Fn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023


Target Date 2041-20455 year gross return5 year net return
Capital Group 2045 Target Date Ret Comp6.536.14
Voya Target Retirement 2045 Composite5.775.57
Fidelity Freedom Blend 2045 Cmgld Pool I5.665.49
Fidelity Freedom Blend 2045 Cmgld Pool H5.665.38
Fidelity Freedom Blend 2045 Cmgld Pool C5.655.31
BNYM Nwtn SL SmartPath Trgt Dt 2045 Cl On/a5.25
Fidelity Freedom Index 2045 Cmgld Pool C5.385.24
Inspire FuturePath 2045n/an/a
Fidelity Freedom 2045 Cmgld Pool Dn/an/a
Fidelity Freedom 2045 Cmgld Pool Fn/an/a
Source: Morningstar Separate Account/CIT Fund Database; data populated as of March 9, 2023
Recommended for You
SIFMA survey, Federal Reserve expect sluggish GDP growth
SIFMA survey, Federal Reserve expect sluggish GDP growth
Most of largest S&P 500 companies outperform this year
Most of largest S&P 500 companies outperform this year
Pension funds and endowments make up nearly 50% of private credit fund investors
Pension funds and endowments make up nearly 50% of private credit fund investors

Reader Poll

April 26, 2023
 
SEE MORE POLLS >