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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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -2.91
      -2.20
      2.86
      3.00
      20.57
      7.07
      13.16
      13.45
      10.60
      12.33
      Net of fees
      -2.94
      -2.28
      2.56
      2.65
      20.16
      6.70
      12.77
      13.05
      10.21
      11.95
      S&P 500 Index
      -0.87
      1.48
      11.77
      12.11
      23.40
      12.06
      15.44
      14.81
      10.99
      10.82
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      4.48
      1.70
      11.94
      14.25
      18.90
      10.76
      12.30
      12.35
      9.67
      12.24
      Net of fees
      4.45
      1.63
      11.67
      13.93
      18.56
      10.44
      11.98
      12.03
      9.36
      11.92
      S&P 500 Index
      -0.87
      1.48
      11.77
      12.11
      23.40
      12.06
      15.44
      14.81
      10.99
      11.69
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -8.54
      -6.27
      9.85
      11.17
      20.52
      5.89
      7.80
      —
      —
      5.87
      Net of fees
      -8.59
      -6.43
      9.26
      10.45
      19.75
      5.21
      7.10
      —
      —
      5.19
      MSCI Emerging Markets Index
      -8.05
      -5.49
      13.45
      14.05
      22.28
      6.92
      8.15
      5.55
      5.79
      6.40
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -8.05
      -5.19
      12.95
      13.22
      19.26
      3.99
      8.70
      5.64
      6.07
      12.63
      Net of fees
      -8.10
      -5.35
      12.34
      12.49
      18.50
      3.31
      8.00
      4.96
      5.38
      11.91
      Emerging Markets Equity Historical Benchmark Index
      -8.05
      -5.49
      13.45
      14.05
      22.02
      7.24
      8.35
      5.76
      6.00
      9.70
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -5.20
      -4.51
      5.80
      7.56
      18.17
      4.92
      9.12
      8.46
      6.67
      11.07
      Net of fees
      -5.24
      -4.62
      5.39
      7.05
      17.62
      4.43
      8.61
      7.95
      6.17
      10.55
      EUPAC Fund Historical Benchmarks Index
      -2.81
      -2.69
      11.01
      14.31
      21.09
      8.42
      9.09
      7.24
      5.27
      8.42
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -1.58
      -1.71
      11.64
      13.77
      25.98
      13.51
      15.20
      14.77
      11.37
      13.44
      Net of fees
      -1.60
      -1.78
      11.38
      13.45
      25.63
      13.18
      14.87
      14.44
      11.05
      13.12
      S&P 500 Index
      -0.87
      1.48
      11.77
      12.11
      23.40
      12.06
      15.44
      14.81
      10.99
      12.23
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -2.81
      -2.97
      7.17
      8.88
      18.63
      8.64
      12.45
      11.42
      8.81
      10.38
      Net of fees
      -2.89
      -3.23
      6.24
      7.75
      17.41
      7.52
      11.28
      10.26
      7.68
      9.24
      MSCI World Index
      -0.77
      0.58
      10.89
      12.11
      22.28
      10.49
      12.95
      11.62
      8.32
      8.72
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -3.74
      0.39
      5.69
      4.97
      25.04
      9.41
      16.26
      15.66
      11.81
      14.73
      Net of fees
      -3.76
      0.31
      5.43
      4.66
      24.67
      9.09
      15.92
      15.31
      11.48
      14.39
      S&P 500 Index
      -0.87
      1.48
      11.77
      12.11
      23.40
      12.06
      15.44
      14.81
      10.99
      11.63
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -3.03
      -2.43
      7.70
      11.21
      19.21
      4.31
      10.14
      8.67
      6.28
      8.29
      Net of fees
      -3.08
      -2.57
      7.20
      10.60
      18.56
      3.73
      9.53
      8.07
      5.69
      7.68
      MSCI All Country World Index (ACWI) ex USA
      -2.81
      -2.69
      11.01
      14.31
      21.09
      8.42
      9.09
      7.24
      5.29
      7.48
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -1.34
      -1.30
      6.18
      10.66
      18.23
      4.87
      10.19
      8.80
      6.09
      10.67
      Net of fees
      -1.39
      -1.44
      5.69
      10.04
      17.58
      4.29
      9.58
      8.20
      5.50
      10.06
      MSCI EAFE (Europe, Australasia, Far East) Index
      -0.74
      -1.85
      9.52
      13.51
      19.75
      8.63
      9.21
      7.79
      5.14
      8.63
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -3.02
      -3.12
      9.71
      14.85
      20.60
      9.24
      9.94
      8.48
      —
      9.39
      Net of fees
      -3.07
      -3.25
      9.22
      14.24
      19.96
      8.66
      9.36
      7.90
      —
      8.81
      International Growth and Income Fund Historical Benchmarks Index
      -2.81
      -2.69
      11.01
      14.31
      21.09
      8.42
      9.09
      7.24
      —
      7.76
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -2.07
      -2.65
      5.12
      7.75
      16.26
      5.96
      9.95
      8.63
      6.90
      9.62
      Net of fees
      -2.16
      -2.91
      4.21
      6.63
      15.06
      4.86
      8.81
      7.50
      5.79
      8.48
      MSCI EAFE (Europe, Australasia, Far East) Index
      -0.74
      -1.85
      9.52
      13.51
      19.75
      8.63
      9.21
      7.79
      5.14
      6.46
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -1.92
      -1.83
      8.43
      8.98
      23.64
      12.93
      14.65
      14.35
      10.61
      13.08
      Net of fees
      -1.94
      -1.90
      8.17
      8.67
      23.29
      12.60
      14.32
      14.03
      10.29
      12.75
      S&P 500 Index
      -0.87
      1.48
      11.77
      12.11
      23.40
      12.06
      15.44
      14.81
      10.99
      11.24
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -4.85
      -2.54
      12.93
      15.47
      28.97
      10.88
      15.95
      15.46
      12.06
      12.74
      Net of fees
      -4.88
      -2.65
      12.53
      14.98
      28.43
      10.40
      15.46
      14.97
      11.58
      12.26
      MSCI All Country World Index (ACWI)
      -1.64
      -0.14
      11.18
      12.33
      22.30
      10.10
      12.39
      10.97
      8.00
      9.91
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -2.73
      -0.94
      4.30
      4.92
      19.94
      6.92
      13.73
      12.90
      10.36
      13.08
      Net of fees
      -2.77
      -1.05
      3.93
      4.47
      19.43
      6.46
      13.24
      12.42
      9.89
      12.60
      New Perspective Fund Historical Benchmarks Index
      -1.64
      -0.14
      11.18
      12.33
      22.30
      10.10
      12.39
      10.92
      7.83
      9.00
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -8.33
      -7.49
      5.86
      7.31
      18.31
      5.87
      10.29
      8.49
      7.82
      9.26
      Net of fees
      -8.38
      -7.63
      5.34
      6.69
      17.63
      5.25
      9.64
      7.85
      7.19
      8.63
      New Geography/New World Historical Benchmarks Index
      -8.05
      -5.49
      13.45
      14.63
      23.13
      10.55
      12.62
      11.07
      8.11
      6.96
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -3.33
      -2.63
      8.03
      10.06
      15.70
      0.99
      10.16
      10.59
      8.50
      10.41
      Net of fees
      -3.38
      -2.78
      7.49
      9.40
      15.02
      0.38
      9.50
      9.94
      7.85
      9.75
      SMALLCAP World Fund Historical Benchmarks Index
      -0.86
      -1.07
      11.46
      13.90
      19.59
      6.20
      9.89
      9.68
      7.86
      8.96
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      0.41
      0.15
      9.48
      11.56
      24.75
      11.57
      15.62
      15.12
      10.57
      11.76
      Net of fees
      0.37
      0.05
      9.12
      11.12
      24.26
      11.13
      15.16
      14.66
      10.13
      11.31
      S&P 500 Index
      -0.87
      1.48
      11.77
      12.11
      23.40
      12.06
      15.44
      14.81
      10.99
      10.96
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      0.99
      -2.01
      8.70
      11.52
      —
      —
      —
      —
      —
      13.52
      Net of fees
      0.96
      -2.13
      8.29
      11.02
      —
      —
      —
      —
      —
      13.01
      Russell 2500 Index
      1.24
      -2.68
      16.32
      18.11
      —
      —
      —
      —
      —
      16.37
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      4.10
      1.41
      10.89
      13.22
      20.83
      12.22
      14.23
      13.83
      10.44
      12.71
      Net of fees
      4.08
      1.34
      10.64
      12.92
      20.51
      11.92
      13.92
      13.52
      10.14
      12.41
      S&P 500 Index
      -0.87
      1.48
      11.77
      12.11
      23.40
      12.06
      15.44
      14.81
      10.99
      11.26
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -3.78
      -3.00
      11.08
      13.40
      22.32
      10.56
      12.31
      11.54
      8.91
      11.49
      Net of fees
      -3.81
      -3.11
      10.68
      12.92
      21.81
      10.09
      11.84
      11.07
      8.45
      11.02
      Capital World Growth and Income Fund Historical Benchmarks Index
      -1.64
      -0.14
      11.18
      12.33
      22.30
      10.10
      12.39
      10.96
      7.84
      8.33
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      2.37
      0.30
      4.76
      6.45
      12.04
      5.43
      6.76
      7.00
      —
      5.94
      Net of fees
      2.34
      0.21
      4.45
      6.08
      11.65
      5.06
      6.39
      6.63
      —
      5.57
      S & P Target Date 2010 Index
      0.95
      0.08
      3.92
      4.67
      10.74
      4.17
      5.77
      5.70
      —
      4.98
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      2.11
      0.08
      4.89
      6.52
      12.47
      5.49
      7.12
      7.49
      —
      6.24
      Net of fees
      2.08
      -0.01
      4.58
      6.15
      12.08
      5.13
      6.75
      7.12
      —
      5.87
      S & P Target Date 2015 Index
      0.87
      0.03
      4.37
      5.17
      11.27
      4.38
      6.28
      6.33
      —
      5.35
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      1.97
      -0.04
      5.12
      6.71
      13.20
      5.77
      7.64
      8.12
      —
      6.59
      Net of fees
      1.94
      -0.13
      4.82
      6.34
      12.81
      5.40
      7.27
      7.75
      —
      6.22
      S & P Target Date 2020 Index
      0.69
      0.01
      4.73
      5.58
      12.06
      4.77
      6.77
      6.90
      —
      5.67
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      1.69
      -0.19
      5.09
      6.63
      13.59
      5.72
      8.37
      9.05
      —
      7.22
      Net of fees
      1.66
      -0.28
      4.79
      6.26
      13.20
      5.35
      8.00
      8.67
      —
      6.84
      S & P Target Date 2025 Index
      0.45
      -0.06
      5.62
      6.60
      13.04
      5.31
      7.61
      7.65
      —
      6.12
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      1.08
      -0.40
      5.43
      6.91
      15.04
      6.34
      9.49
      9.99
      —
      7.95
      Net of fees
      1.05
      -0.49
      5.12
      6.54
      14.64
      5.97
      9.11
      9.61
      —
      7.58
      S & P Target Date 2030 Index
      0.19
      -0.14
      6.78
      7.91
      14.69
      6.20
      8.57
      8.47
      —
      6.61
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      0.45
      -0.60
      6.18
      7.66
      16.76
      7.10
      10.80
      10.91
      —
      8.62
      Net of fees
      0.42
      -0.69
      5.87
      7.28
      16.36
      6.72
      10.42
      10.52
      —
      8.24
      S & P Target Date 2035 Index
      -0.18
      -0.23
      7.98
      9.25
      16.53
      7.16
      9.60
      9.30
      —
      7.12
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -0.51
      -1.00
      7.33
      8.91
      19.06
      8.24
      11.81
      11.61
      —
      9.15
      Net of fees
      -0.54
      -1.09
      7.02
      8.54
      18.65
      7.86
      11.43
      11.23
      —
      8.77
      S & P Target Date 2040 Index
      -0.53
      -0.31
      9.13
      10.54
      18.20
      8.09
      10.45
      9.97
      —
      7.56
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -1.18
      -1.34
      7.87
      9.45
      19.85
      8.55
      12.13
      11.84
      —
      9.31
      Net of fees
      -1.21
      -1.43
      7.55
      9.06
      19.43
      8.16
      11.73
      11.44
      —
      8.92
      S & P Target Date 2045 Index
      -0.82
      -0.41
      9.95
      11.49
      19.34
      8.74
      11.01
      10.42
      —
      7.81
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -1.47
      -1.44
      7.87
      9.40
      20.04
      8.50
      12.20
      11.89
      —
      9.35
      Net of fees
      -1.50
      -1.53
      7.55
      9.01
      19.61
      8.11
      11.80
      11.50
      —
      8.96
      S & P Target Date 2050 Index
      -0.86
      -0.41
      10.34
      11.87
      19.86
      9.03
      11.31
      10.69
      —
      8.00
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -1.83
      -1.66
      7.84
      9.29
      20.25
      8.50
      12.22
      11.90
      —
      11.55
      Net of fees
      -1.87
      -1.75
      7.51
      8.89
      19.81
      8.10
      11.81
      11.49
      —
      11.14
      S & P Target Date 2055 Index
      -0.97
      -0.45
      10.58
      12.15
      20.13
      9.18
      11.45
      10.85
      —
      10.61
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -2.01
      -1.72
      7.79
      9.20
      20.28
      8.47
      12.20
      —
      —
      10.89
      Net of fees
      -2.04
      -1.82
      7.45
      8.79
      19.83
      8.06
      11.78
      —
      —
      10.47
      S & P Target Date 2060 Index
      -1.02
      -0.44
      10.56
      12.09
      20.13
      9.18
      11.52
      —
      —
      10.02
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -2.00
      -1.70
      7.81
      9.27
      20.31
      8.50
      —
      —
      —
      15.33
      Net of fees
      -2.03
      -1.80
      7.47
      8.86
      19.86
      8.09
      —
      —
      —
      14.90
      S & P Target Date 2065+ Index
      -1.14
      -0.44
      10.59
      12.06
      20.38
      9.34
      —
      —
      —
      15.73
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -2.01
      -1.74
      7.79
      9.23
      —
      —
      —
      —
      —
      15.26
      Net of fees
      -2.05
      -1.84
      7.45
      8.81
      —
      —
      —
      —
      —
      14.83
      S & P Target Date 2065+ Index
      -1.14
      -0.44
      10.59
      12.06
      20.38
      9.34
      —
      —
      —
      15.56
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      1.15
      -0.16
      8.59
      10.96
      18.65
      9.26
      10.66
      10.77
      8.88
      11.25
      Net of fees
      1.13
      -0.23
      8.33
      10.64
      18.31
      8.94
      10.34
      10.45
      8.57
      10.93
      60%/40% S&P 500 Index/Bloomberg U.S. Aggregate Index
      0.45
      0.97
      6.88
      7.28
      16.07
      7.22
      9.91
      9.72
      8.03
      10.06
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      3.31
      0.15
      10.98
      14.45
      18.44
      9.50
      8.96
      8.61
      6.97
      9.74
      Net of fees
      3.28
      0.04
      10.58
      13.96
      17.94
      9.03
      8.49
      8.15
      6.51
      9.27
      70%/30% MSCI All Country World Index/Bloomberg U.S. Aggregate Index
      -0.42
      -0.03
      7.73
      8.66
      17.13
      7.07
      9.20
      8.33
      6.75
      7.45
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -0.01
      -1.47
      5.71
      7.16
      14.49
      5.97
      7.67
      7.76
      —
      7.30
      Net of fees
      -0.05
      -1.58
      5.34
      6.70
      14.01
      5.52
      7.21
      7.30
      —
      6.84
      Global Balanced Historical Benchmarks Index
      -0.29
      0.00
      6.90
      7.56
      14.86
      5.32
      7.60
      6.82
      —
      6.34
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      4.13
      1.14
      9.94
      13.58
      17.20
      8.90
      9.46
      9.56
      7.78
      11.29
      Net of fees
      4.11
      1.09
      9.73
      13.32
      16.93
      8.66
      9.21
      9.31
      7.53
      11.03
      65%/35% S&P 500 Index/Bloomberg U.S. Aggregate Index
      0.29
      1.04
      7.49
      7.88
      16.98
      7.83
      10.61
      10.36
      8.42
      10.04
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      2.64
      0.15
      4.69
      6.45
      11.66
      4.60
      5.88
      —
      —
      5.91
      Net of fees
      2.38
      -0.60
      2.11
      3.31
      8.38
      1.52
      2.76
      —
      —
      2.79
      Custom Index Retirement Income - Conservative
      1.09
      0.22
      3.78
      4.48
      12.06
      4.31
      6.44
      —
      —
      6.37
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      1.47
      -0.46
      7.50
      9.84
      16.41
      7.77
      8.70
      —
      —
      8.59
      Net of fees
      1.21
      -1.21
      4.87
      6.61
      13.00
      4.60
      5.50
      —
      —
      5.39
      Custom Index Retirement Income - Enhanced
      0.07
      0.14
      6.82
      7.79
      16.36
      7.03
      9.33
      —
      —
      9.00
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      2.12
      -0.14
      6.37
      8.58
      14.29
      6.41
      7.40
      —
      —
      7.35
      Net of fees
      1.87
      -0.89
      3.76
      5.39
      10.94
      3.28
      4.24
      —
      —
      4.19
      Custom Index Retirement Income - Moderate
      0.49
      0.21
      5.61
      6.45
      13.97
      5.49
      7.61
      —
      —
      7.42
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      2.25
      -0.28
      -0.58
      0.11
      6.40
      —
      —
      —
      —
      1.50
      Net of fees
      2.23
      -0.34
      -0.76
      -0.11
      6.17
      —
      —
      —
      —
      1.27
      Bloomberg U.S. Aggregate Index
      2.44
      0.15
      -0.54
      -0.07
      5.45
      -0.15
      1.46
      1.94
      3.04
      0.53
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      2.85
      0.23
      -1.78
      -1.24
      4.87
      -0.60
      2.60
      —
      —
      3.27
      Net of fees
      2.83
      0.16
      -2.00
      -1.51
      4.59
      -0.87
      2.32
      —
      —
      2.99
      Bloomberg U.S. Aggregate Index
      2.44
      0.15
      -0.54
      -0.07
      5.45
      -0.15
      1.46
      1.94
      3.04
      1.98
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      0.26
      -1.36
      1.22
      3.05
      9.64
      3.75
      4.28
      3.94
      5.50
      5.57
      Net of fees
      0.23
      -1.47
      0.84
      2.58
      9.14
      3.28
      3.80
      3.47
      5.02
      5.09
      J.P. Morgan Index Blend - 50% JPM EMBI Global Diversified & 50% JPM GBI-EM Global Diversified
      0.32
      -1.55
      0.27
      2.28
      9.42
      2.48
      2.79
      2.71
      4.48
      4.52
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      -0.76
      -1.88
      1.10
      4.05
      9.37
      4.59
      4.21
      2.87
      —
      3.18
      Net of fees
      -0.80
      -1.97
      0.78
      3.67
      8.97
      4.20
      3.82
      2.49
      —
      2.80
      J.P. Morgan Government Bond Index - Emerging Markets (GBI-EM) Global Diversified
      -0.72
      -1.95
      -0.17
      2.69
      8.09
      2.70
      2.33
      1.14
      —
      1.58
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      1.48
      -1.13
      -2.55
      -1.96
      5.00
      -1.44
      0.74
      0.87
      2.11
      3.40
      Net of fees
      1.46
      -1.19
      -2.75
      -2.20
      4.74
      -1.69
      0.49
      0.62
      1.85
      3.14
      Bloomberg Global Aggregate Index
      1.41
      -0.56
      -1.30
      -0.81
      4.72
      -1.54
      0.47
      0.61
      2.15
      3.25
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      1.25
      -1.27
      -2.39
      -1.70
      4.98
      -1.46
      1.02
      1.44
      2.84
      5.67
      Net of fees
      1.21
      -1.38
      -2.74
      -2.12
      4.53
      -1.88
      0.59
      1.01
      2.40
      5.21
      Bloomberg Global Aggregate Index
      1.41
      -0.56
      -1.30
      -0.81
      4.72
      -1.54
      0.47
      0.61
      2.15
      4.69
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      0.60
      -1.15
      0.78
      2.29
      9.28
      3.60
      5.08
      5.22
      6.27
      7.64
      Net of fees
      0.57
      -1.24
      0.46
      1.91
      8.88
      3.22
      4.69
      4.83
      5.88
      7.24
      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
      0.34
      -1.33
      0.32
      1.70
      8.74
      3.10
      4.01
      4.53
      5.41
      6.22
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      3.41
      -0.60
      -3.30
      -4.05
      6.58
      -3.18
      2.14
      4.00
      —
      5.17
      Net of fees
      3.39
      -0.64
      -3.45
      -4.24
      6.38
      -3.36
      1.95
      3.80
      —
      4.97
      Bloomberg U.S. Long Credit Index
      3.50
      -0.32
      -3.11
      -3.63
      6.67
      -3.27
      1.68
      3.15
      —
      4.27
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      1.03
      -0.94
      -0.03
      0.98
      8.42
      2.95
      —
      —
      —
      4.84
      Net of fees
      1.00
      -1.02
      -0.30
      0.65
      8.07
      2.61
      —
      —
      —
      4.49
      Bloomberg U.S. Aggregate Index
      2.44
      0.15
      -0.54
      -0.07
      5.45
      -0.15
      1.46
      1.94
      3.04
      1.37
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      2.34
      -0.07
      -0.77
      -0.25
      5.68
      0.10
      2.15
      2.59
      3.22
      6.68
      Net of fees
      2.32
      -0.12
      -0.94
      -0.45
      5.47
      -0.10
      1.95
      2.38
      3.01
      6.47
      Bloomberg U.S. Aggregate Index
      2.44
      0.15
      -0.54
      -0.07
      5.45
      -0.15
      1.46
      1.94
      3.04
      6.30
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      2.20
      -0.31
      -1.15
      -0.85
      6.25
      -0.11
      2.66
      3.71
      4.28
      4.36
      Net of fees
      2.18
      -0.37
      -1.35
      -1.09
      5.99
      -0.35
      2.41
      3.45
      4.02
      4.10
      Bloomberg U.S. Credit Index
      2.15
      -0.17
      -0.93
      -0.50
      6.27
      -0.01
      2.27
      2.95
      3.92
      3.97
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      3.03
      0.27
      -0.89
      -0.22
      5.35
      0.18
      1.73
      1.98
      3.10
      5.41
      Net of fees
      3.02
      0.22
      -1.07
      -0.43
      5.12
      -0.03
      1.51
      1.76
      2.89
      5.19
      Bloomberg U.S. Government/Mortgage-Backed Securities Index
      2.59
      0.28
      -0.42
      0.06
      5.10
      -0.25
      1.05
      1.47
      2.68
      5.27
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      0.32
      -1.29
      0.62
      1.97
      9.48
      4.69
      5.96
      5.95
      6.08
      8.78
      Net of fees
      0.29
      -1.37
      0.35
      1.65
      9.13
      4.35
      5.62
      5.62
      5.75
      8.44
      Bloomberg U.S. Corporate High Yield 2% Issuer Capped Index
      0.30
      -1.28
      0.40
      1.56
      8.56
      3.70
      5.03
      5.74
      6.36
      8.14
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      3.10
      0.81
      0.77
      0.68
      5.20
      0.35
      2.77
      —
      —
      2.28
      Net of fees
      3.08
      0.75
      0.56
      0.43
      4.94
      0.10
      2.51
      —
      —
      2.03
      Bloomberg U.S. Treasury Inflation-Protected Securities (TIPS) Index
      2.61
      -0.03
      0.44
      0.21
      4.90
      0.29
      2.45
      —
      —
      1.75
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      1.80
      0.17
      0.12
      1.03
      5.44
      1.73
      2.32
      2.22
      2.75
      4.73
      Net of fees
      1.78
      0.12
      -0.05
      0.81
      5.22
      1.51
      2.11
      2.00
      2.54
      4.51
      U.S. Intermediate-Term Fixed Income Custom Benchmark
      1.80
      0.22
      0.28
      1.09
      5.22
      1.30
      1.72
      1.70
      2.58
      4.50
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      0.35
      0.96
      3.13
      3.80
      4.59
      3.93
      2.52
      1.71
      1.75
      4.81
      Net of fees
      0.33
      0.89
      2.90
      3.52
      4.30
      3.65
      2.25
      1.44
      1.47
      4.53
      USTREAS T-Bill Auction Ave 3 Mon
      0.35
      1.02
      3.25
      3.91
      4.59
      4.07
      2.59
      1.75
      1.68
      4.48
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      3.16
      0.07
      -0.88
      0.03
      6.05
      0.67
      1.80
      2.20
      —
      2.40
      Net of fees
      3.14
      0.02
      -1.06
      -0.19
      5.82
      0.45
      1.58
      1.98
      —
      2.17
      Bloomberg U.S. Mortgage Backed Securities Index
      3.07
      0.11
      -0.34
      0.50
      6.32
      0.25
      1.21
      1.67
      —
      1.87
      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 10/31/2026
      1 Mo
      3 Mo
      YTD
      1Y
      3Y
      5Y
      10Y
      15Y
      20Y
      Lifetime
      Gross
      1.03
      0.48
      1.32
      2.16
      4.78
      2.61
      2.37
      1.97
      2.31
      2.31
      Net of fees
      1.01
      0.42
      1.11
      1.91
      4.52
      2.35
      2.11
      1.72
      2.05
      2.05
      Bloomberg U.S. Government/Credit (1-3 years, ex BBB) Index
      0.93
      0.60
      1.46
      2.28
      4.42
      2.23
      1.98
      1.61
      2.20
      2.20
      No results found.
      † Please contact us for the availability of separate accounts and other additional vehicles for all strategies listed.