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      Notice: Effective January 1, 2026, the following funds were renamed as follows:

      American Funds 2010 Target Date Retirement Fund to American Funds 2010 Target Date Retirement Income Fund.

      American Funds 2015 Target Date Retirement Fund to American Funds 2015 Target Date Retirement Income Fund.

      American Funds 2020 Target Date Retirement Fund to American Funds 2020 Target Date Retirement Income Fund.

      American Funds 2025 Target Date Retirement Fund to American Funds 2025 Target Date Retirement Income Fund.


      Notice: Effective January 1, 2026, the following strategies were renamed as follows:

      2010 Target Date Retirement Strategy was renamed 2010 Target Date Retirement Income Strategy.

      2015 Target Date Retirement Strategy was renamed 2015 Target Date Retirement Income Strategy.

      2020 Target Date Retirement Strategy was renamed 2020 Target Date Retirement Income Strategy.

      2025 Target Date Retirement Strategy was renamed 2025 Target Date Retirement Income Strategy.

      Overview

      Returns

      59 Results

      Strategy name
      Description
      Vehicles†
      Equity / U.S. Equity
      AMCAP
      Disciplined approach to growth investing.
      • CIT
      • Mutual Fund
      AMCAP
      Inception Date 05/31/1967
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -0.75
      2.42
      5.17
      12.22
      17.38
      9.08
      13.14
      13.31
      13.38
      11.17
      12.43
      Net of fees
      -0.78
      2.33
      4.96
      11.83
      16.98
      8.70
      12.75
      12.92
      12.98
      10.79
      12.04
      S&P 500 Index
      tooltip: S&P 500 Index is a market capitalization-weighted index based on the results of approximately 500 widely held common stocks. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      -0.06
      4.19
      10.14
      19.56
      19.32
      12.86
      15.83
      15.08
      14.51
      11.35
      —
      Equity / U.S. Equity
      American Mutual
      Managed for conservative growth and income investing.
      • CIT
      • Mutual Fund
      American Mutual
      Inception Date 02/28/1950
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      0.81
      5.37
      10.07
      16.68
      15.36
      11.36
      12.26
      11.81
      12.14
      9.97
      12.26
      Net of fees
      0.79
      5.30
      9.89
      16.34
      15.03
      11.04
      11.94
      11.49
      11.81
      9.66
      11.93
      S&P 500 Index
      tooltip: S&P 500 Index is a market capitalization-weighted index based on the results of approximately 500 widely held common stocks. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      -0.06
      4.19
      10.14
      19.56
      19.32
      12.86
      15.83
      15.08
      14.51
      11.35
      —
      Equity / Emerging Markets Equity
      Developing World Growth and Income
      Dividend investing in the developing world.
      • Mutual Fund
      Developing World Growth and Income
      Inception Date 02/28/2014
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -1.49
      4.75
      17.20
      33.90
      18.10
      7.25
      9.15
      8.55
      —
      —
      6.55
      Net of fees
      -1.54
      4.58
      16.77
      33.05
      17.35
      6.55
      8.45
      7.85
      —
      —
      5.86
      MSCI Emerging Markets Index
      tooltip: MSCI Emerging Markets Index is a free float-adjusted market capitalization weighted index that is designed to measure equity market results in the global emerging markets, consisting of more than 20 emerging market country indexes. Results reflect dividends gross of withholding taxes through December 31, 2000, and dividends net of withholding taxes thereafter. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      -3.07
      4.82
      20.04
      36.44
      19.33
      8.03
      9.53
      9.19
      5.06
      6.52
      —
      Equity / Emerging Markets Equity
      Emerging Markets Equity
      Aims to provide long-term capital growth through a diversified portfolio of developing-country equities.
      • CIT
      • Mutual Fund
      Emerging Markets Equity
      Inception Date 05/31/1986
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -1.29
      7.24
      19.13
      33.06
      15.87
      4.98
      8.84
      9.69
      4.91
      6.92
      12.86
      Net of fees
      -1.35
      7.07
      18.69
      32.21
      15.12
      4.30
      8.13
      8.98
      4.24
      6.23
      12.14
      Emerging Markets Equity Historical Benchmark Index
      tooltip: MSCI Emerging Markets Investable Market Index (IMI) is a free float-adjusted market capitalization weighted index that is designed to measure results of the large-, mid-, and small-capitalization segments of more than 20 emerging equity markets. Results reflect dividends net of withholding taxes. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of account fees, expenses or U.S. federal income taxes.
      -3.07
      4.82
      20.04
      36.44
      19.33
      8.35
      10.03
      9.36
      5.21
      6.73
      —
      Equity / International Equity
      EUPAC
      A diversified approach to international growth.
      • CIT
      • Mutual Fund
      EUPAC
      Inception Date 04/30/1984
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -0.98
      4.82
      10.79
      25.34
      15.06
      6.15
      9.93
      9.69
      7.92
      7.25
      11.26
      Net of fees
      -1.02
      4.69
      10.50
      24.76
      14.52
      5.65
      9.42
      9.18
      7.42
      6.74
      10.74
      EUPAC Fund Historical Benchmarks Index
      tooltip: EUPAC Fund Historical Benchmarks Index returns reflect the results of the MSCI EAFE Index through 03/31/2007 and the MSCI All Country World ex USA Index, the fund's current primary benchmark, thereafter. MSCI EAFE (Europe, Australasia, Far East) Index is a free float-adjusted market capitalization weighted index that is designed to measure developed equity market results, excluding the United States and Canada. MSCI All Country World ex USA Index is a free float-adjusted market capitalization weighted index that is designed to measure equity market results in the global developed and emerging markets, excluding the United States. The index consists of more than 40 developed and emerging market country indexes. Results reflect dividends gross of withholding taxes. These indexes are unmanaged, and their results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      0.34
      4.77
      14.08
      28.46
      17.39
      9.22
      10.40
      9.43
      6.67
      5.77
      —
      Equity / U.S. Equity
      Fundamental Investors
      A flexible approach to growth-and-income investing.
      • CIT
      • Mutual Fund
      Fundamental Investors
      Inception Date 07/31/1978
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -1.27
      4.64
      13.59
      24.42
      23.23
      14.70
      16.61
      15.42
      14.52
      11.77
      13.56
      Net of fees
      -1.29
      4.56
      13.40
      24.07
      22.88
      14.37
      16.28
      15.09
      14.20
      11.45
      13.23
      S&P 500 Index
      tooltip: S&P 500 Index is a market capitalization-weighted index based on the results of approximately 500 widely held common stocks. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      -0.06
      4.19
      10.14
      19.56
      19.32
      12.86
      15.83
      15.08
      14.51
      11.35
      —
      Equity / Global Equity
      Global Insight
      A prudent approach to global investing.
      • Mutual Fund
      Global Insight
      Inception Date 03/31/1992
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -1.17
      5.05
      10.45
      19.74
      16.30
      9.75
      12.53
      12.59
      11.16
      9.38
      10.56
      Net of fees
      -1.26
      4.78
      9.79
      18.50
      15.10
      8.61
      11.37
      11.42
      10.00
      8.25
      9.41
      MSCI World Index
      tooltip: MSCI World Index is a free float-adjusted market capitalization weighted index that is designed to measure equity market results of developed markets. The index consists of more than 20 developed market country indexes, including the United States. Results reflect dividends net of withholding taxes. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      0.51
      4.33
      10.26
      20.41
      18.14
      11.19
      13.73
      12.73
      11.10
      8.69
      —
      Equity / U.S. Equity
      Growth Fund of America
      A flexible approach to growth investing.
      • CIT
      • Mutual Fund
      Growth Fund of America
      Inception Date 11/30/1973
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -3.61
      2.97
      5.28
      12.47
      20.93
      11.19
      16.60
      16.25
      15.14
      12.14
      14.80
      Net of fees
      -3.63
      2.89
      5.10
      12.14
      20.57
      10.86
      16.25
      15.90
      14.80
      11.81
      14.46
      S&P 500 Index
      tooltip: S&P 500 Index is a market capitalization-weighted index based on the results of approximately 500 widely held common stocks. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      -0.06
      4.19
      10.14
      19.56
      19.32
      12.86
      15.83
      15.08
      14.51
      11.35
      —
      Equity / International Equity
      International All Countries Equity
      Broad international equity allocation with up to 50% exposure to emerging markets securities.
      • CIT
      International All Countries Equity
      Inception Date 09/30/2001
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      0.40
      5.01
      10.38
      24.12
      14.99
      5.03
      9.50
      10.61
      7.94
      6.81
      8.48
      Net of fees
      0.35
      4.86
      10.02
      23.44
      14.35
      4.44
      8.89
      9.99
      7.34
      6.22
      7.88
      MSCI All Country World Index (ACWI) ex USA
      tooltip: MSCI All Country World Index ex USA is a free-float-adjusted market-capitalization-weighted index that is designed to measure equity market results in the global developed and emerging markets, excluding the United States. The index consists of more than 40 developed- and emerging-market country indexes. When applicable, results through December 31, 2000, reflect dividends gross of withholding taxes, and dividends net of withholding taxes thereafter. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      0.34
      4.77
      14.08
      28.46
      17.39
      9.22
      10.40
      9.43
      6.67
      5.79
      —
      Equity / International Equity
      International Equity
      Broad international equity allocation with limited exposure to emerging markets securities.
      • CIT
      International Equity
      Inception Date 12/31/1978
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      1.68
      4.82
      7.58
      19.87
      13.24
      5.28
      9.87
      10.37
      8.11
      6.56
      10.76
      Net of fees
      1.63
      4.68
      7.23
      19.21
      12.61
      4.69
      9.26
      9.76
      7.51
      5.97
      10.15
      MSCI EAFE (Europe, Australasia, Far East) Index
      tooltip: MSCI EAFE (Europe, Australasia, Far East) Index is a free float-adjusted market capitalization weighted index that is designed to measure developed equity market results, excluding the United States and Canada. Results reflect dividends net of withholding taxes. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      1.96
      5.15
      11.59
      24.33
      15.96
      9.31
      10.40
      9.33
      7.18
      5.59
      —
      Equity / International Equity
      International Growth and Income
      International growth with a dividend focus.
      • CIT
      • Mutual Fund
      International Growth and Income
      Inception Date 10/31/2008
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      0.45
      4.03
      13.24
      27.94
      17.99
      10.05
      11.37
      10.30
      8.08
      —
      9.73
      Net of fees
      0.40
      3.89
      12.89
      27.26
      17.37
      9.47
      10.77
      9.70
      7.50
      —
      9.14
      International Growth and Income Fund Historical Benchmarks Index
      tooltip: International Growth and Income Fund Historical Benchmarks Index returns reflect the results of the MSCI World ex USA Index through 06/30/2011 and the MSCI All Country World ex USA Index, the fund's current primary benchmark, thereafter. MSCI World ex USA Index is a free float-adjusted market capitalization weighted index that is designed to measure equity market results of developed markets, excluding the United States. The index consists of more than 20 developed market country indexes. MSCI All Country World ex USA Index is a free float-adjusted market capitalization weighted index that is designed to measure equity market results in the global developed and emerging markets, excluding the United States. The index consists of more than 40 developed and emerging market country indexes. Results reflect dividends net of withholding taxes. These indexes are unmanaged, and their results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      0.34
      4.77
      14.08
      28.46
      17.39
      9.22
      10.40
      9.43
      6.67
      5.37
      —
      Equity / International Equity
      International Vantage
      A prudent approach to international investing.
      • Mutual Fund
      International Vantage
      Inception Date 12/31/1986
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      1.07
      5.14
      7.99
      18.04
      12.78
      6.90
      10.24
      10.02
      8.20
      7.46
      9.76
      Net of fees
      0.98
      4.87
      7.33
      16.82
      11.62
      5.79
      9.10
      8.87
      7.08
      6.34
      8.62
      MSCI EAFE (Europe, Australasia, Far East) Index
      tooltip: MSCI EAFE (Europe, Australasia, Far East) Index is a free float-adjusted market capitalization weighted index that is designed to measure developed equity market results, excluding the United States and Canada. Results reflect dividends net of withholding taxes. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      1.96
      5.15
      11.59
      24.33
      15.96
      9.31
      10.40
      9.33
      7.18
      5.59
      —
      Equity / U.S. Equity
      Investment Company of America
      Eight decades of consistency.
      • CIT
      • Mutual Fund
      Investment Company of America
      Inception Date 12/31/1933
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      0.17
      4.40
      10.45
      17.95
      21.45
      14.47
      16.15
      14.73
      14.24
      11.08
      13.14
      Net of fees
      0.15
      4.33
      10.27
      17.61
      21.11
      14.14
      15.82
      14.40
      13.91
      10.76
      12.81
      S&P 500 Index
      tooltip: S&P 500 Index is a market capitalization-weighted index based on the results of approximately 500 widely held common stocks. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      -0.06
      4.19
      10.14
      19.56
      19.32
      12.86
      15.83
      15.08
      14.51
      11.35
      —
      Equity / Global Equity
      New Economy
      A dynamic approach to growth investing.
      • CIT
      • Mutual Fund
      New Economy
      Inception Date 12/31/1983
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -6.70
      5.88
      15.88
      35.74
      26.39
      12.65
      16.19
      16.27
      15.07
      12.78
      12.89
      Net of fees
      -6.73
      5.77
      15.59
      35.17
      25.86
      12.17
      15.70
      15.77
      14.58
      12.30
      12.41
      MSCI All Country World Index (ACWI)
      tooltip: MSCI All Country World Index is a free-float-adjusted market-capitalization-weighted index that is designed to measure equity market results in the global developed and emerging markets, consisting of more than 40 developed- and emerging-market country indexes. When applicable, results through December 31, 2000, reflect dividends gross of withholding taxes, and dividends net of withholding taxes thereafter. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      0.08
      4.40
      11.33
      22.11
      18.30
      10.85
      13.25
      12.32
      10.39
      8.41
      —
      Equity / Global Equity
      New Perspective
      A flexible approach to global growth.
      • CIT
      • Mutual Fund
      New Perspective
      Inception Date 03/31/1973
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -1.83
      2.81
      5.29
      13.40
      16.15
      8.36
      13.79
      13.69
      12.44
      10.79
      13.16
      Net of fees
      -1.87
      2.69
      5.03
      12.92
      15.66
      7.90
      13.31
      13.21
      11.96
      10.31
      12.68
      New Perspective Fund Historical Benchmarks Index
      tooltip: New Perspective Fund Historical Benchmarks Index returns reflect the results of the MSCI World Index through 09/30/2011 and the MSCI All Country World Index, the fund's current primary benchmark, thereafter. MSCI World Index is a free float-adjusted market capitalization weighted index that is designed to measure equity market results of developed markets. The index consists of more than 20 developed market country indexes, including the United States. MSCI All Country World Index is a free float-adjusted market capitalization weighted index that is designed to measure equity market results in the global developed and emerging markets. The index consists of more than 40 developed and emerging market country indexes. Results reflect dividends net of withholding taxes. These indexes are unmanaged, and their results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      0.08
      4.40
      11.33
      22.11
      18.30
      10.85
      13.25
      12.32
      10.47
      8.23
      —
      Equity / Emerging Markets Equity
      New World
      A flexible approach to developing markets.
      • CIT
      • Mutual Fund
      New World
      Inception Date 06/30/1999
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -2.15
      4.65
      14.43
      28.44
      16.87
      7.54
      11.27
      11.24
      8.28
      8.80
      9.67
      Net of fees
      -2.20
      4.50
      14.05
      27.70
      16.19
      6.91
      10.62
      10.59
      7.64
      8.16
      9.03
      New Geography/New World Historical Benchmarks Index
      tooltip: New Geography/New World Historical Benchmarks Index returns reflect the results of the MSCI All Country World Index (ACWI) through December 31, 2025, and the MSCI Emerging Markets Index, the primary benchmark, thereafter. MSCI All Country World Index is a free-float-adjusted market-capitalization-weighted index that is designed to measure equity market results in the global developed and emerging markets, consisting of more than 40 developed and emerging-market country indexes. MSCI Emerging Markets Index is a free-float-adjusted market-capitalization-weighted index that is designed to measure equity market results in the global emerging markets, consisting of more than 20 emerging market country indexes. Results reflect dividends net of withholding taxes. These indexes are unmanaged, and their results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      -3.07
      4.82
      20.04
      31.66
      21.31
      12.53
      14.47
      13.17
      10.94
      8.81
      —
      Equity / Global Small Cap Equity
      SMALLCAP World
      A pioneer in global small-cap investing.
      • Mutual Fund
      SMALLCAP World
      Inception Date 04/30/1990
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -5.90
      0.54
      10.95
      18.58
      10.80
      2.24
      9.36
      10.41
      9.83
      9.09
      10.57
      Net of fees
      -5.95
      0.39
      10.57
      17.88
      10.14
      1.63
      8.71
      9.76
      9.17
      8.44
      9.91
      SMALLCAP World Fund Historical Benchmarks Index
      tooltip: SMALLCAP World Fund Historical Benchmarks Index returns reflect the results of the S&P Global <$3 Billion Index through 09/30/2009 and the MSCI All Country World Small Cap Index, the fund's current primary benchmark, thereafter. Cumulative returns for the S&P Global <$3 Billion Index include results from the comparative indexes as follows: S&P Global<$3 Billion (May 2006 to September 2009), S&P Global <$2 Billion (May 2004 to April 2006), S&P Developed <$1.5 Billion (January 2000 to April 2004), and S&P Developed <$1.2 Billion (1990 to 1999). The S&P Global indexes include both developed and developing countries. The S&P Developed indexes (used prior to May 2004) only include stocks in developed countries. MSCI All Country World Small Cap Index is a free float-adjusted market capitalization weighted index that is designed to measure equity market results of smaller capitalization companies in both developed and emerging markets. MSCI index results reflect dividends net of withholding taxes. These indexes are unmanaged, and their results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      -2.97
      1.64
      12.67
      23.62
      14.32
      6.94
      10.51
      9.82
      8.99
      8.34
      —
      Equity / U.S. Equity
      U.S. Core Equity
      Seeks long-term growth of capital by investing primarily in equity securities of high-quality companies in the U.S.
      • CIT
      U.S. Core Equity
      Inception Date 12/31/1966
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      0.00
      4.95
      9.31
      17.72
      20.53
      12.57
      16.00
      15.30
      14.75
      10.94
      11.81
      Net of fees
      -0.03
      4.85
      9.06
      17.25
      20.05
      12.12
      15.54
      14.84
      14.29
      10.50
      11.36
      S&P 500 Index
      tooltip: S&P 500 Index is a market capitalization-weighted index based on the results of approximately 500 widely held common stocks. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      -0.06
      4.19
      10.14
      19.56
      19.32
      12.86
      15.83
      15.08
      14.51
      11.35
      —
      Equity / U.S. Equity
      U.S. Small and Mid Cap Equity
      Seeks to invest in U.S. small and mid-cap companies
      • Separate Account Only
      U.S. Small and Mid Cap Equity
      Inception Date 06/30/2024
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -3.10
      1.38
      10.93
      16.71
      —
      —
      —
      —
      —
      —
      16.39
      Net of fees
      -3.14
      1.27
      10.65
      16.19
      —
      —
      —
      —
      —
      —
      15.87
      Russell 2500 Index
      tooltip: The Russell 2500 Index measures the results of the small to midcap segment of the US equity universe, commonly referred to as "smid" cap. The Russell 2500 Index is a subset of the Russell 3000 Index. It includes approximately 2500 of the smallest securities based on a combination of their market cap and current index membership. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      -2.60
      5.39
      19.52
      30.64
      15.49
      8.11
      11.62
      11.39
      11.41
      9.79
      —
      Equity / U.S. Equity
      Washington Mutual Investors
      A disciplined approach to growth-and-income investing.
      • CIT
      • Mutual Fund
      Washington Mutual Investors
      Inception Date 07/31/1952
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      1.62
      5.17
      9.35
      16.69
      17.74
      13.00
      14.26
      13.89
      13.69
      10.75
      12.73
      Net of fees
      1.60
      5.10
      9.18
      16.37
      17.43
      12.70
      13.96
      13.59
      13.38
      10.46
      12.43
      S&P 500 Index
      tooltip: S&P 500 Index is a market capitalization-weighted index based on the results of approximately 500 widely held common stocks. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      -0.06
      4.19
      10.14
      19.56
      19.32
      12.86
      15.83
      15.08
      14.51
      11.35
      —
      Equity / Global Equity
      World Growth and Income
      Global growth with a dividend focus.
      • CIT
      • Mutual Fund
      World Growth and Income
      Inception Date 03/31/1993
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -0.87
      4.81
      14.51
      27.04
      19.95
      11.83
      13.70
      12.56
      11.17
      9.47
      11.69
      Net of fees
      -0.91
      4.70
      14.23
      26.51
      19.44
      11.35
      13.22
      12.08
      10.70
      9.00
      11.21
      Capital World Growth and Income Fund Historical Benchmarks Index
      tooltip: Capital World Growth and Income Fund Historical Benchmarks Index returns reflect the results of the MSCI World Index through 11/30/2011 and the MSCI All Country World Index, the fund's current primary benchmark, thereafter. MSCI World Index is a free float-adjusted market capitalization weighted index that is designed to measure equity market results of developed markets. The index consists of more than 20 developed market country indexes, including the United States. MSCI All Country World Index is a free float-adjusted market capitalization weighted index that is designed to measure equity market results in the global developed and emerging markets. The index consists of more than 40 developed and emerging market country indexes. Results reflect dividends net of withholding taxes. These indexes are unmanaged, and their results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      0.08
      4.40
      11.33
      22.11
      18.30
      10.85
      13.25
      12.32
      10.49
      8.24
      —
      Multi-Asset / Allocation
      2010 Target Date Retirement Income
      Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
      • CIT
      • Mutual Fund
      2010 Target Date Retirement Income
      Inception Date 02/28/2007
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      0.13
      1.34
      4.44
      10.05
      10.07
      5.60
      7.01
      6.65
      6.92
      —
      6.00
      Net of fees
      0.10
      1.25
      4.23
      9.67
      9.69
      5.23
      6.64
      6.28
      6.55
      —
      5.63
      S & P Target Date 2010 Index
      tooltip: The S&P Target Date Indexes are a series of unmanaged indexes composed of different allocations to stocks, bonds, and short-term investments that reflect reductions in potential risk over time.
      -0.69
      0.95
      3.84
      9.14
      8.60
      4.32
      5.83
      5.68
      5.61
      5.32
      —
      Multi-Asset / Allocation
      2015 Target Date Retirement Income
      Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
      • CIT
      • Mutual Fund
      2015 Target Date Retirement Income
      Inception Date 02/28/2007
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      0.06
      1.52
      4.80
      10.50
      10.44
      5.75
      7.37
      7.03
      7.36
      —
      6.32
      Net of fees
      0.03
      1.43
      4.59
      10.12
      10.06
      5.38
      7.00
      6.66
      6.99
      —
      5.95
      S & P Target Date 2015 Index
      tooltip: The S&P Target Date Indexes are a series of unmanaged indexes composed of different allocations to stocks, bonds, and short-term investments that reflect reductions in potential risk over time.
      -0.69
      1.15
      4.33
      9.93
      9.05
      4.61
      6.26
      6.17
      6.18
      5.74
      —
      Multi-Asset / Allocation
      2020 Target Date Retirement Income
      Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
      • CIT
      • Mutual Fund
      2020 Target Date Retirement Income
      Inception Date 02/28/2007
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -0.02
      1.66
      5.16
      11.20
      11.07
      6.08
      7.82
      7.55
      7.95
      —
      6.68
      Net of fees
      -0.05
      1.57
      4.95
      10.82
      10.68
      5.71
      7.44
      7.18
      7.57
      —
      6.31
      S & P Target Date 2020 Index
      tooltip: The S&P Target Date Indexes are a series of unmanaged indexes composed of different allocations to stocks, bonds, and short-term investments that reflect reductions in potential risk over time.
      -0.65
      1.31
      4.73
      10.60
      9.68
      5.04
      6.69
      6.66
      6.70
      6.09
      —
      Multi-Asset / Allocation
      2025 Target Date Retirement Income
      Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
      • CIT
      • Mutual Fund
      2025 Target Date Retirement Income
      Inception Date 02/28/2007
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -0.18
      1.73
      5.30
      11.46
      11.35
      6.17
      8.44
      8.30
      8.77
      —
      7.32
      Net of fees
      -0.21
      1.64
      5.09
      11.07
      10.96
      5.80
      8.06
      7.92
      8.39
      —
      6.95
      S & P Target Date 2025 Index
      tooltip: The S&P Target Date Indexes are a series of unmanaged indexes composed of different allocations to stocks, bonds, and short-term investments that reflect reductions in potential risk over time.
      -0.60
      1.67
      5.68
      12.22
      10.54
      5.66
      7.57
      7.49
      7.40
      6.57
      —
      Multi-Asset / Allocation
      2030 Target Date Retirement
      Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
      • CIT
      • Mutual Fund
      2030 Target Date Retirement
      Inception Date 02/28/2007
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -0.41
      2.02
      5.85
      12.57
      12.57
      6.97
      9.49
      9.44
      9.68
      —
      8.08
      Net of fees
      -0.44
      1.94
      5.64
      12.18
      12.18
      6.60
      9.11
      9.06
      9.30
      —
      7.71
      S & P Target Date 2030 Index
      tooltip: The S&P Target Date Indexes are a series of unmanaged indexes composed of different allocations to stocks, bonds, and short-term investments that reflect reductions in potential risk over time.
      -0.49
      2.12
      6.92
      14.18
      11.88
      6.64
      8.67
      8.46
      8.18
      7.08
      —
      Multi-Asset / Allocation
      2035 Target Date Retirement
      Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
      • CIT
      • Mutual Fund
      2035 Target Date Retirement
      Inception Date 02/28/2007
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -0.66
      2.42
      6.82
      14.03
      14.06
      7.93
      10.91
      10.78
      10.60
      —
      8.77
      Net of fees
      -0.69
      2.33
      6.61
      13.63
      13.66
      7.55
      10.52
      10.40
      10.21
      —
      8.39
      S & P Target Date 2035 Index
      tooltip: The S&P Target Date Indexes are a series of unmanaged indexes composed of different allocations to stocks, bonds, and short-term investments that reflect reductions in potential risk over time.
      -0.39
      2.64
      8.23
      16.34
      13.40
      7.71
      9.89
      9.49
      8.99
      7.61
      —
      Multi-Asset / Allocation
      2040 Target Date Retirement
      Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
      • CIT
      • Mutual Fund
      2040 Target Date Retirement
      Inception Date 02/28/2007
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -1.06
      3.06
      8.42
      16.87
      16.17
      9.27
      12.24
      11.84
      11.33
      —
      9.33
      Net of fees
      -1.09
      2.97
      8.20
      16.46
      15.77
      8.89
      11.85
      11.45
      10.95
      —
      8.95
      S & P Target Date 2040 Index
      tooltip: The S&P Target Date Indexes are a series of unmanaged indexes composed of different allocations to stocks, bonds, and short-term investments that reflect reductions in potential risk over time.
      -0.30
      3.12
      9.48
      18.45
      14.80
      8.73
      10.93
      10.35
      9.64
      8.06
      —
      Multi-Asset / Allocation
      2045 Target Date Retirement
      Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
      • CIT
      • Mutual Fund
      2045 Target Date Retirement
      Inception Date 02/28/2007
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -1.31
      3.46
      9.33
      18.27
      16.93
      9.69
      12.65
      12.20
      11.58
      —
      9.51
      Net of fees
      -1.34
      3.36
      9.10
      17.85
      16.51
      9.29
      12.25
      11.80
      11.19
      —
      9.12
      S & P Target Date 2045 Index
      tooltip: The S&P Target Date Indexes are a series of unmanaged indexes composed of different allocations to stocks, bonds, and short-term investments that reflect reductions in potential risk over time.
      -0.23
      3.44
      10.39
      19.99
      15.76
      9.45
      11.62
      10.91
      10.07
      8.32
      —
      Multi-Asset / Allocation
      2050 Target Date Retirement
      Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
      • CIT
      • Mutual Fund
      2050 Target Date Retirement
      Inception Date 02/28/2007
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -1.44
      3.51
      9.45
      18.46
      17.08
      9.68
      12.73
      12.28
      11.65
      —
      9.56
      Net of fees
      -1.47
      3.41
      9.23
      18.04
      16.67
      9.29
      12.33
      11.88
      11.25
      —
      9.17
      S & P Target Date 2050 Index
      tooltip: The S&P Target Date Indexes are a series of unmanaged indexes composed of different allocations to stocks, bonds, and short-term investments that reflect reductions in potential risk over time.
      -0.22
      3.63
      10.80
      20.61
      16.17
      9.76
      11.93
      11.20
      10.33
      8.50
      —
      Multi-Asset / Allocation
      2055 Target Date Retirement
      Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
      • CIT
      • Mutual Fund
      2055 Target Date Retirement
      Inception Date 02/28/2010
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -1.61
      3.57
      9.66
      18.90
      17.32
      9.75
      12.78
      12.32
      11.67
      —
      11.85
      Net of fees
      -1.64
      3.47
      9.42
      18.46
      16.90
      9.35
      12.37
      11.91
      11.26
      —
      11.44
      S & P Target Date 2055 Index
      tooltip: The S&P Target Date Indexes are a series of unmanaged indexes composed of different allocations to stocks, bonds, and short-term investments that reflect reductions in potential risk over time.
      -0.19
      3.73
      11.07
      21.10
      16.44
      9.92
      12.09
      11.35
      10.49
      —
      —
      Multi-Asset / Allocation
      2060 Target Date Retirement
      Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
      • CIT
      • Mutual Fund
      2060 Target Date Retirement
      Inception Date 03/31/2015
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -1.76
      3.52
      9.68
      18.91
      17.38
      9.75
      12.78
      12.32
      —
      —
      11.32
      Net of fees
      -1.79
      3.43
      9.44
      18.47
      16.94
      9.33
      12.36
      11.90
      —
      —
      10.90
      S & P Target Date 2060 Index
      tooltip: The S&P Target Date Indexes are a series of unmanaged indexes composed of different allocations to stocks, bonds, and short-term investments that reflect reductions in potential risk over time.
      -0.19
      3.71
      11.04
      21.04
      16.42
      9.92
      12.10
      11.42
      10.53
      —
      —
      Multi-Asset / Allocation
      2065 Target Date Retirement
      Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
      • CIT
      • Mutual Fund
      2065 Target Date Retirement
      Inception Date 03/31/2020
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -1.78
      3.53
      9.67
      18.95
      17.37
      9.76
      —
      —
      —
      —
      16.30
      Net of fees
      -1.82
      3.43
      9.43
      18.50
      16.93
      9.34
      —
      —
      —
      —
      15.86
      S & P Target Date 2065+ Index
      tooltip: The S&P Target Date Indexes are a series of unmanaged indexes composed of different allocations to stocks, bonds, and short-term investments that reflect reductions in potential risk over time.
      -0.16
      3.75
      11.08
      21.12
      16.66
      10.09
      12.23
      11.51
      —
      —
      —
      Multi-Asset / Allocation
      2070 Target Date Retirement
      Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
      • CIT
      • Mutual Fund
      2070 Target Date Retirement
      Inception Date 05/31/2024
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -1.76
      3.56
      9.71
      19.01
      —
      —
      —
      —
      —
      —
      18.12
      Net of fees
      -1.79
      3.47
      9.47
      18.57
      —
      —
      —
      —
      —
      —
      17.68
      S & P Target Date 2065+ Index
      tooltip: null definition not found.
      -0.16
      3.75
      11.08
      21.12
      16.66
      10.09
      12.23
      11.51
      —
      —
      —
      Multi-Asset / Allocation
      American Balanced
      A balanced approach to growth-and-income investing.
      • CIT
      • Mutual Fund
      American Balanced
      Inception Date 07/31/1975
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -1.47
      2.57
      8.77
      18.39
      16.22
      9.75
      11.24
      10.60
      10.71
      9.22
      11.31
      Net of fees
      -1.49
      2.49
      8.59
      18.06
      15.88
      9.43
      10.92
      10.28
      10.40
      8.91
      10.99
      60%/40% S&P 500 Index/Bloomberg U.S. Aggregate Index
      tooltip: 60%|40% S&P 500 Index|Bloomberg U.S. Aggregate Index blends the S&P 500 with the Bloomberg U.S. Aggregate Index by weighting their cumulative total returns at 60% and 40%, respectively. The blend is rebalanced monthly. S&P 500 Index is a market- capitalization-weighted index based on the results of approximately 500 widely held common stocks. Bloomberg U.S. Aggregate Index represents the U.S. investment-grade fixed-rate bond market. The indexes are unmanaged, and results include reinvested distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      -0.56
      2.22
      5.85
      12.72
      13.00
      7.58
      9.95
      9.65
      9.62
      8.31
      —
      Multi-Asset / Allocation
      Capital Income Builder
      A globally diversified multi-asset approach to building income.
      • Mutual Fund
      Capital Income Builder
      Inception Date 07/31/1987
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      2.48
      4.14
      10.81
      19.26
      15.42
      9.82
      10.11
      8.61
      8.43
      7.31
      9.80
      Net of fees
      2.44
      4.03
      10.54
      18.75
      14.93
      9.35
      9.64
      8.15
      7.96
      6.85
      9.34
      70%/30% MSCI All Country World Index/Bloomberg U.S. Aggregate Index
      tooltip: 70%|30% MSCI All Country World Index|Bloomberg U.S. Aggregate Index blends the MSCI All Country World Index with the Bloomberg U.S. Aggregate Index by weighting their total returns at 70% and 30%, respectively. The blend is rebalanced monthly. MSCI All Country World Index is a free-float-adjusted market-capitalization-weighted index that is designed to measure equity market results in the global developed and emerging markets, consisting of more than 40 developed- and emerging-market country indexes. Results reflect dividends gross of withholding taxes through December 31, 2000, and dividends net of withholding taxes thereafter. Bloomberg U.S. Aggregate Index represents the U.S. investment-grade fixed-rate bond market. The indexes are unmanaged, and results include reinvested distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      -0.34
      2.85
      7.76
      16.14
      13.86
      7.50
      9.66
      9.12
      8.04
      7.08
      —
      Multi-Asset / Allocation
      Global Balanced
      A balanced approach to global growth-and-income investing.
      • Mutual Fund
      Global Balanced
      Inception Date 02/28/2011
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      0.97
      2.43
      7.29
      14.55
      12.22
      6.59
      8.35
      7.67
      7.57
      —
      7.52
      Net of fees
      0.93
      2.32
      7.02
      14.07
      11.75
      6.14
      7.88
      7.21
      7.11
      —
      7.06
      Global Balanced Historical Benchmarks Index
      tooltip: 60%|40% MSCI All Country World Index|Bloomberg Global Aggregate Index blends the MSCI All Country World Index with the Bloomberg Global Aggregate Index by weighting their cumulative total returns at 60% and 40%, respectively. The blend is rebalanced monthly. MSCI All Country World Index is a free-float-adjusted market-capitalization-weighted index that is designed to measure equity market results in the global developed and emerging markets, consisting of more than 40 developed- and emerging-market country indexes. Results reflect dividends gross of withholding taxes through December 31, 2000, and dividends net of withholding taxes thereafter. Bloomberg Global Aggregate Index represents the global investment-grade fixed income markets. The indexes are unmanaged, and results include reinvested distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      -0.36
      2.63
      6.90
      13.94
      11.74
      5.53
      7.76
      7.44
      6.53
      6.13
      —
      Multi-Asset / Allocation
      Income Fund of America
      A durable multi-asset approach to income.
      • Mutual Fund
      Income Fund of America
      Inception Date 11/30/1973
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      2.28
      2.33
      8.70
      16.42
      14.06
      9.05
      10.06
      9.19
      9.42
      8.04
      11.32
      Net of fees
      2.26
      2.27
      8.56
      16.16
      13.80
      8.80
      9.81
      8.94
      9.17
      7.80
      11.07
      65%/35% S&P 500 Index/Bloomberg U.S. Aggregate Index
      tooltip: 65%|35% S&P 500 Index|Bloomberg U.S. Aggregate Index blends the S&P 500 with the Bloomberg U.S. Aggregate Index by weighting their cumulative total returns at 65% and 35%, respectively. The blend is rebalanced monthly. S&P 500 Index is a market-capitalization-weighted index based on the results of approximately 500 widely held common stocks. Bloomberg U.S. Aggregate Index represents the U.S. investment-grade fixed-rate bond market. The indexes are unmanaged, and results include reinvested distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      -0.50
      2.46
      6.39
      13.57
      13.78
      8.24
      10.69
      10.34
      10.24
      8.70
      —
      Multi-Asset / Allocation
      Retirement Income - Conservative
      A focus on income and conservation of capital.
      • Mutual Fund
      Retirement Income - Conservative
      Inception Date 08/31/2015
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      0.25
      1.37
      4.53
      10.09
      9.51
      4.74
      6.22
      5.73
      —
      —
      6.03
      Net of fees
      -0.01
      0.61
      2.73
      6.86
      6.29
      1.65
      3.09
      2.62
      —
      —
      2.91
      Custom Index Retirement Income - Conservative
      tooltip: The S&P Target Date Retirement Income Index, a component of the S&P Target Date Index Series, has an asset allocation and glide path that represent a market consensus across the universe of target date fund managers. The index is fully investable, with varying levels of exposure to the asset classes determined during an annual survey process of target date funds' holdings. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      -0.83
      1.03
      3.55
      9.61
      9.52
      4.48
      6.39
      6.31
      6.35
      6.12
      —
      Multi-Asset / Allocation
      Retirement Income - Enhanced
      Targeting higher growth potential for retirees.
      • Mutual Fund
      Retirement Income - Enhanced
      Inception Date 08/31/2015
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      0.38
      2.60
      8.00
      15.74
      13.98
      8.31
      9.48
      8.55
      —
      —
      8.84
      Net of fees
      0.13
      1.83
      6.15
      12.35
      10.64
      5.12
      6.26
      5.36
      —
      —
      5.64
      Custom Index Retirement Income - Enhanced
      tooltip: The S&P Target Date Retirement Income Index, a component of the S&P Target Date Index Series, has an asset allocation and glide path that represent a market consensus across the universe of target date fund managers. The index is fully investable, with varying levels of exposure to the asset classes determined during an annual survey process of target date funds' holdings. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      -0.48
      2.33
      6.68
      14.72
      13.27
      7.46
      9.59
      9.21
      8.69
      7.63
      —
      Multi-Asset / Allocation
      Retirement Income - Moderate
      A balanced retirement income strategy.
      • Mutual Fund
      Retirement Income - Moderate
      Inception Date 08/31/2015
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      0.32
      2.07
      6.51
      13.48
      11.94
      6.73
      7.99
      7.26
      —
      —
      7.54
      Net of fees
      0.07
      1.31
      4.69
      10.16
      8.66
      3.58
      4.81
      4.10
      —
      —
      4.37
      Custom Index Retirement Income - Moderate
      tooltip: The S&P Target Date Retirement Income Index, a component of the S&P Target Date Index Series, has an asset allocation and glide path that represent a market consensus across the universe of target date fund managers. The index is fully investable, with varying levels of exposure to the asset classes determined during an annual survey process of target date funds' holdings. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      -0.62
      1.81
      5.39
      12.31
      11.19
      5.75
      7.70
      7.48
      7.26
      6.71
      —
      Fixed Income / Core Plus
      Core Plus Bond
      A balanced approach to core plus investing.
      • Mutual Fund
      Core Plus Bond
      Inception Date 02/28/2022
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -1.20
      -0.60
      -0.30
      3.32
      5.10
      —
      —
      —
      —
      —
      1.65
      Net of fees
      -1.21
      -0.66
      -0.43
      3.10
      4.87
      —
      —
      —
      —
      —
      1.42
      Bloomberg U.S. Aggregate Index
      tooltip: Bloomberg U.S. Aggregate Index represents the U.S. investment-grade fixed-rate bond market. This index is unmanaged, and its results include reinvested dividends and|or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      -1.30
      -0.76
      -0.69
      2.71
      3.73
      -0.40
      0.99
      1.35
      2.08
      3.19
      —
      Fixed Income / Core Plus
      Core Plus Total Return
      A core plus strategy focused on total return.
      • CIT
      • Mutual Fund
      Core Plus Total Return
      Inception Date 07/31/2013
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -1.27
      -1.21
      -2.00
      1.38
      3.02
      -0.83
      2.11
      2.62
      —
      —
      3.31
      Net of fees
      -1.29
      -1.27
      -2.16
      1.11
      2.74
      -1.10
      1.84
      2.34
      —
      —
      3.03
      Bloomberg U.S. Aggregate Index
      tooltip: Bloomberg U.S. Aggregate Index represents the U.S. investment-grade fixed-rate bond market. This index is unmanaged, and its results include reinvested dividends and|or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      -1.30
      -0.76
      -0.69
      2.71
      3.73
      -0.40
      0.99
      1.35
      2.08
      3.19
      —
      Fixed Income / Emerging Markets Debt
      Emerging Markets Debt (Blend)
      Seeks current income through fixed income and hybrid securities of developing-country issuers.
      • CIT
      • Mutual Fund
      Emerging Markets Debt (Blend)
      Inception Date 02/28/2006
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -0.43
      1.23
      2.62
      9.30
      8.04
      3.81
      3.99
      4.65
      3.71
      5.91
      5.71
      Net of fees
      -0.47
      1.11
      2.35
      8.80
      7.55
      3.33
      3.52
      4.17
      3.23
      5.42
      5.23
      J.P. Morgan Index Blend - 50% JPM EMBI Global Diversified & 50% JPM GBI-EM Global Diversified
      tooltip: The J.P. Morgan Index Blend - 50% J.P. Morgan EMBI Global Diversified & 50% J.P. Morgan GBI-EM Global Diversified tracks the universe of regularly traded liquid fixed-rate local and external sovereign debt issued by emerging markets. 50% of the index covers USD-denominated emerging markets sovereign bonds and the remaining 50% has exposure to local government bonds issued by EM countries except India and China, which have capital controls. The J.P. Morgan Emerging Markets Bond Index (EMBI) Global Diversified is a uniquely weighted emerging markets debt benchmark that tracks total returns for U.S. dollar-denominated bonds issued by emerging markets sovereign and quasi-sovereign entities. J.P. Morgan Government Bond Index - Emerging Markets Global Diversified covers the universe of regularly traded, liquid fixed-rate, domestic currency emerging markets government bonds to which international investors can gain exposure. The indexes are unmanaged, and results include reinvested distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      -0.56
      0.82
      1.85
      8.92
      7.78
      2.27
      2.29
      3.06
      —
      —
      —
      Fixed Income / Emerging Markets Debt
      Emerging Markets Debt (Local Currency)
      Seeks high long-term total return by investing in developing market securities - mostly denominated in local currency.
      • Separate Account Only
      Emerging Markets Debt (Local Currency)
      Inception Date 08/31/2010
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      0.13
      1.89
      3.04
      10.97
      7.56
      4.62
      4.05
      4.62
      2.69
      —
      3.36
      Net of fees
      0.10
      1.80
      2.81
      10.56
      7.16
      4.23
      3.66
      4.23
      2.31
      —
      2.97
      J.P. Morgan Government Bond Index - Emerging Markets (GBI-EM) Global Diversified
      tooltip: JP Morgan Government Bond Index - Emerging Markets Global Diversified covers the universe of regularly traded, liquid fixed-rate, domestic currency emerging market government bonds to which international investors can gain exposure. This index is unmanaged, and its results include reinvested dividends and/or distributions but do not reflect the effect of account fees, expenses or U.S. federal income taxes.
      0.30
      1.35
      1.82
      8.99
      6.41
      2.28
      1.93
      2.65
      0.95
      3.99
      —
      Fixed Income / Global Debt
      Global Core Fixed Income
      Seeks high total return by investing worldwide in government and corporate investment grade securities.
      • Separate Account Only
      Global Core Fixed Income
      Inception Date 12/31/2001
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -0.67
      -0.96
      -1.44
      1.35
      3.27
      -1.73
      0.15
      0.63
      0.91
      2.29
      3.48
      Net of fees
      -0.69
      -1.03
      -1.58
      1.10
      3.01
      -1.97
      -0.10
      0.38
      0.66
      2.04
      3.22
      Bloomberg Global Aggregate Index
      tooltip: Bloomberg Global Aggregate Index represents the global investment-grade fixed income markets. This index is unmanaged, and its results include reinvested distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      -0.53
      -0.90
      -0.75
      1.60
      2.99
      -1.91
      -0.19
      0.25
      0.67
      2.29
      —
      Fixed Income / Global Debt
      Global Fixed Income
      Invests across a broad universe of marketable securities, throughout the worldwide investment-grade universe.
      • CIT
      • Mutual Fund
      Global Fixed Income
      Inception Date 08/31/1987
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -0.54
      -0.83
      -1.13
      1.83
      3.34
      -1.69
      0.30
      0.99
      1.46
      3.05
      5.74
      Net of fees
      -0.57
      -0.94
      -1.38
      1.39
      2.90
      -2.11
      -0.13
      0.56
      1.03
      2.61
      5.29
      Bloomberg Global Aggregate Index
      tooltip: Bloomberg Global Aggregate Index represents the global investment-grade fixed income markets. This index is unmanaged, and its results include reinvested distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      -0.53
      -0.90
      -0.75
      1.60
      2.99
      -1.91
      -0.19
      0.25
      0.67
      2.29
      —
      Fixed Income / Global Debt
      Global High-Income Opportunities
      A high-yield strategy focusing on developed-nation sovereigns and corporate bonds.
      • Separate Account Only
      Global High-Income Opportunities
      Inception Date 05/31/1998
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -0.46
      0.62
      1.95
      7.00
      8.22
      3.79
      4.69
      5.53
      5.08
      6.63
      7.75
      Net of fees
      -0.49
      0.53
      1.73
      6.60
      7.82
      3.40
      4.30
      5.13
      4.69
      6.24
      7.35
      50%/20%/20%/10% Bloomberg U.S. Corporate High Yield 2% Issuer Capped Index/J.P. Morgan EMBI Global/J.P. Morgan GBI-EM Global Diversified/J.P. Morgan CEMBI Broad Diversified
      tooltip: 50%|20%|20%|10% Bloomberg U.S. Corporate High Yield 2% Issuer Capped Index|J.P. Morgan EMBI Global|J.P. Morgan GBI-EM Global Diversified|J.P. Morgan CEMBI Broad Diversified blends the respective indices by weighting their cumulative total returns according to the weights described. This assumes the blend is rebalanced monthly.
      -0.42
      0.54
      1.66
      6.47
      7.86
      3.19
      3.77
      4.36
      4.38
      5.82
      —
      Fixed Income / Credit
      Long Duration Credit
      Seeks to maximize risk adjusted returns over the long term, while reducing bespoke asset/liability volatility.
      • CIT
      Long Duration Credit
      Inception Date 01/31/2010
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -3.96
      -2.29
      -2.72
      0.65
      2.58
      -3.21
      0.66
      1.95
      4.56
      —
      5.29
      Net of fees
      -3.98
      -2.33
      -2.83
      0.46
      2.39
      -3.39
      0.47
      1.76
      4.36
      —
      5.09
      Bloomberg U.S. Long Credit Index
      tooltip: Bloomberg U.S. Long Credit Index is a market-value weighted index that tracks the total return results of publicly issued U.S. corporate and specified foreign debentures and secured notes that meet the specified maturity, liquidity, and quality requirements, with maturities of ten years or more. To qualify, bonds must be SEC-registered and must be an investment grade security. This index is unmanaged, and its results include reinvested distributions but do not reflect the effect of sales charges, account fees, expenses or U.S. federal income taxes.
      -3.88
      -2.12
      -2.80
      1.01
      2.74
      -3.38
      0.06
      1.45
      3.62
      4.77
      —
      Fixed Income / Credit
      Multi-Sector Fixed Income
      An income-oriented strategy.
      • CIT
      • Mutual Fund
      Multi-Sector Fixed Income
      Inception Date 03/31/2019
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -0.92
      -0.13
      0.92
      4.44
      7.51
      3.26
      4.77
      —
      —
      —
      5.14
      Net of fees
      -0.95
      -0.21
      0.73
      4.10
      7.15
      2.92
      4.42
      —
      —
      —
      4.80
      Bloomberg U.S. Aggregate Index
      tooltip: Bloomberg U.S. Aggregate Index represents the U.S. investment-grade fixed-rate bond market. This index is unmanaged, and its results include reinvested dividends and|or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      -1.30
      -0.76
      -0.69
      2.71
      3.73
      -0.40
      0.99
      1.35
      2.08
      3.19
      —
      Fixed Income / Core
      U.S. Core Fixed Income
      A high-quality core bond strategy with broad diversification.
      • CIT
      • Mutual Fund
      U.S. Core Fixed Income
      Inception Date 12/31/1972
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -1.29
      -0.80
      -0.70
      2.80
      4.10
      -0.01
      1.86
      2.10
      2.74
      3.38
      6.72
      Net of fees
      -1.31
      -0.85
      -0.82
      2.60
      3.89
      -0.21
      1.65
      1.90
      2.53
      3.18
      6.51
      Bloomberg U.S. Aggregate Index
      tooltip: Bloomberg U.S. Aggregate Index represents the U.S. investment-grade fixed-rate bond market. This index is unmanaged, and its results include reinvested dividends and|or distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      -1.30
      -0.76
      -0.69
      2.71
      3.73
      -0.40
      0.99
      1.35
      2.08
      3.19
      —
      Fixed Income / Credit
      U.S. Credit
      A research-driven approach to investment grade credit.
      • Mutual Fund
      U.S. Credit
      Inception Date 07/31/2004
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -1.74
      -0.94
      -0.84
      2.30
      4.41
      -0.22
      2.13
      2.62
      3.87
      4.50
      4.42
      Net of fees
      -1.76
      -1.01
      -0.98
      2.05
      4.15
      -0.47
      1.87
      2.37
      3.61
      4.24
      4.16
      Bloomberg U.S. Credit Index
      tooltip: Bloomberg U.S. Credit Index is a market-value weighted index that tracks the total return results of publicly issued U.S. corporate and specified foreign debentures and secured notes that meet the specified maturity, liquidity, and quality requirements. To qualify, bonds must be SEC-registered and must be an investment grade security. This index is unmanaged, and its results include reinvested distributions but do not reflect the effect of sales charges, account fees, expenses or U.S. federal income taxes.
      -1.60
      -0.74
      -0.76
      2.62
      4.52
      -0.20
      1.64
      2.19
      3.11
      4.12
      —
      Fixed Income / U.S. Government
      U.S. Government
      A quality foundation.
      • CIT
      • Mutual Fund
      U.S. Government
      Inception Date 10/31/1985
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -1.28
      -1.07
      -1.16
      2.42
      3.77
      0.04
      1.61
      1.66
      2.18
      3.24
      5.44
      Net of fees
      -1.30
      -1.12
      -1.28
      2.21
      3.56
      -0.17
      1.40
      1.45
      1.96
      3.02
      5.22
      Bloomberg U.S. Government/Mortgage-Backed Securities Index
      tooltip: Bloomberg U.S. Government|Mortgage-Backed Securities Index is a market-value-weighted index that covers fixed-rate, publicly placed, dollar-denominated obligations issued by the U.S. Treasury, U.S. government agencies, quasi-federal corporations, corporate or foreign debt guaranteed by the U.S. government, and the mortgage-backed pass-through securities of Federal National Mortgage Association, the Federal Home Loan Mortgage Corporation and the Government National Mortgage Association. This index is unmanaged, and its results include reinvested distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      -1.21
      -0.78
      -0.70
      2.72
      3.35
      -0.52
      0.64
      0.93
      1.61
      2.81
      —
      Fixed Income / Credit
      U.S. High Yield
      A well-researched approach to high-yield investing.
      • CIT
      • Mutual Fund
      U.S. High Yield
      Inception Date 02/29/1984
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -0.52
      0.15
      1.93
      5.76
      9.18
      5.15
      6.16
      6.43
      5.87
      6.39
      8.87
      Net of fees
      -0.54
      0.07
      1.74
      5.43
      8.83
      4.82
      5.83
      6.09
      5.53
      6.05
      8.52
      Bloomberg U.S. Corporate High Yield 2% Issuer Capped Index
      tooltip: Bloomberg U.S. Corporate High Yield 2% Issuer Capped Index covers the universe of fixed-rate, non-investment-grade debt. The index limits the maximum exposure of any one issuer to 2%. This index is unmanaged, and its results include reinvested distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      -0.25
      0.51
      1.71
      5.17
      8.27
      4.04
      4.96
      5.50
      5.72
      6.65
      —
      Fixed Income / Inflation Linked
      U.S. Inflation Linked
      Inflation protection and income.
      • CIT
      • Mutual Fund
      U.S. Inflation Linked
      Inception Date 12/31/2012
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -0.81
      -1.19
      -0.03
      2.35
      3.93
      0.16
      2.88
      2.73
      —
      —
      2.26
      Net of fees
      -0.83
      -1.26
      -0.18
      2.09
      3.67
      -0.09
      2.62
      2.47
      —
      —
      2.01
      Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) Index
      tooltip: Bloomberg U.S. Treasury Inflation Protected Securities (TIPS) Index consists of investment-grade, fixed-rate, publicly placed, dollar-denominated and non-convertible inflation-protected securities issued by the U.S. Treasury that have at least one year remaining to maturity, and have at least $250 million par amount outstanding. This index is unmanaged, and its results include reinvested distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      -0.68
      -0.94
      0.46
      2.59
      3.70
      0.34
      2.64
      2.42
      2.29
      3.54
      —
      Fixed Income / Core
      U.S. Intermediate-Term Fixed Income
      Balancing income and preservation.
      • CIT
      • Mutual Fund
      U.S. Intermediate-Term Fixed Income
      Inception Date 02/29/1988
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -0.50
      -0.30
      -0.05
      3.14
      4.90
      1.59
      2.48
      2.30
      2.27
      2.87
      4.76
      Net of fees
      -0.52
      -0.35
      -0.17
      2.92
      4.68
      1.38
      2.26
      2.09
      2.05
      2.65
      4.54
      U.S. Intermediate-Term Fixed Income Custom Benchmark
      tooltip: Bloomberg U.S. Government|Credit 1-7 Years ex BBB Index is a market-value weighted index that tracks the total return results of fixed-rate, publicly placed, dollar-denominated obligations issued by the U.S. Treasury, U.S. government agencies, quasi-federal corporations, corporate or foreign debt guaranteed by the U.S. government, and U.S. corporate and foreign debentures and secured notes that meet specified maturity, liquidity and quality requirements, with maturities of one to seven years, excluding BBB-rated securities. This index is unmanaged, and its results include reinvested distributions but do not reflect the effect of sales charges, account fees, expenses or U.S. federal income taxes.
      -0.50
      -0.25
      0.06
      3.21
      4.44
      1.04
      1.70
      1.65
      1.74
      2.68
      —
      Fixed Income / Money Market
      U.S. Money Market
      Seeks to earn income on cash reserves and preserve capital.
      • Mutual Fund
      U.S. Money Market
      Inception Date 11/30/1976
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      0.33
      0.94
      2.15
      3.94
      4.73
      3.73
      2.86
      2.43
      1.65
      1.77
      4.81
      Net of fees
      0.31
      0.88
      1.99
      3.66
      4.45
      3.45
      2.59
      2.16
      1.38
      1.49
      4.53
      USTREAS T-Bill Auction Ave 3 Mon
      tooltip: USTREAS T-Bill Auction Ave 3 Mon is an index that measures the performance of the average investment rate of U.S. Treasury bills (T-Bills) with a three-month maturity. Three-month T-Bills are short-term securities issued by the U.S. government that are generally considered to be risk-free. In calculating index results, Morningstar, the index provider, determines the arithmetic mean of the investment rates on all three-month T-Bills issued during a given month as reported by the U.S. Treasury's Bureau of the Public Debt. The investment rate is then converted into a price and a monthly return, assuming that the T-Bill is held to maturity.
      0.32
      0.95
      2.21
      3.91
      4.71
      3.86
      2.91
      2.49
      1.68
      1.70
      —
      Fixed Income / Mortgage
      U.S. Mortgage
      Quality, income and diversification.
      • CIT
      • Mutual Fund
      U.S. Mortgage
      Inception Date 11/30/2010
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -1.34
      -1.03
      -0.95
      3.38
      4.17
      0.58
      1.67
      1.85
      2.34
      —
      2.43
      Net of fees
      -1.35
      -1.08
      -1.08
      3.16
      3.94
      0.36
      1.45
      1.62
      2.12
      —
      2.20
      Bloomberg U.S. Mortgage Backed Securities Index
      tooltip: Bloomberg U.S. Mortgage Backed Securities Index is a market-value-weighted index that covers the mortgage-backed pass-through securities of Ginnie Mae (GNMA), Fannie Mae (FNMA), and Freddie Mac (FHLMC). This index is unmanaged, and its results include reinvested distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      -1.42
      -0.92
      -0.45
      4.13
      4.13
      0.09
      0.83
      1.21
      1.76
      3.01
      —
      Fixed Income / Core
      U.S. Short-Term Fixed Income
      Quality, preservation and income.
      • Mutual Fund
      U.S. Short-Term Fixed Income
      Inception Date 10/31/2006
      Strategy name
      Cumulative
      Average Annual
      As of 07/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      7Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      0.06
      0.26
      0.84
      3.37
      4.88
      2.48
      2.55
      2.35
      1.96
      —
      2.31
      Net of fees
      0.04
      0.20
      0.69
      3.11
      4.61
      2.22
      2.29
      2.09
      1.71
      —
      2.05
      Bloomberg U.S. Government/Credit (1-3 years, ex BBB) Index
      tooltip: Bloomberg U.S. Government|Credit 1-3 Years ex BBB Index is a market-value weighted index that tracks the total return results of fixed-rate, publicly placed, dollar-denominated obligations issued by the U.S. Treasury, U.S. government agencies, quasi-federal corporations, corporate or foreign debt guaranteed by the U.S. government, and U.S. corporate and foreign debentures and secured notes that meet specified maturity, liquidity and quality requirements, with maturities of one to three years, excluding BBB-rated securities. This index is unmanaged, and its results include reinvested distributions but do not reflect the effect of sales charges, commissions, account fees, expenses or U.S. federal income taxes.
      0.14
      0.35
      0.85
      3.23
      4.44
      2.02
      2.11
      1.91
      1.59
      2.25
      —
      No results found.
      † Please contact us for the availability of separate accounts and other additional vehicles for all strategies listed.