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Filters
Asset Class
Vehicle
Solutions
Third Party

Overview

Returns

58 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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-3.12
-0.81
0.79
13.72
10.20
13.49
11.26
11.34
13.19
10.44
12.34
Net of fees
-3.15
-0.90
0.73
13.33
9.81
13.10
10.88
10.95
12.79
10.05
11.95
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.
-1.30
-0.97
1.44
18.41
12.55
16.85
13.77
12.98
14.04
10.46
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
1.09
0.84
5.41
17.36
9.98
13.31
10.82
10.42
11.95
9.46
12.20
Net of fees
1.07
0.77
5.36
17.02
9.66
12.99
10.50
10.10
11.63
9.14
11.88
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.
-1.30
-0.97
1.44
18.41
12.55
16.85
13.77
12.98
14.04
10.46
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.46
1.91
3.14
7.30
2.34
3.42
2.04
3.13
—
—
3.26
Net of fees
0.41
1.75
3.03
6.60
1.67
2.75
1.38
2.46
—
—
2.60
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.
0.48
2.14
2.28
10.07
0.46
4.26
1.23
3.49
3.54
5.67
—
Equity / Emerging Markets Equity
Emerging Markets Equity
Aims to provide long-term capital growth through a diversified portfolio of developing-country equities.
  • Mutual Fund
Emerging Markets Equity
Inception Date 05/31/1986
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.14
1.25
2.20
4.90
-0.39
2.88
1.60
4.14
3.34
6.45
12.10
Net of fees
0.07
1.05
2.07
4.07
-1.19
2.06
0.79
3.31
2.52
5.61
11.21
MSCI Emerging Markets IMI Index (linked)
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.
0.05
0.90
1.17
8.29
0.72
4.89
1.51
3.64
3.67
5.85
—
Equity / International Equity
EuroPacific Growth
A diversified approach to international growth.
  • CIT
  • Mutual Fund
EuroPacific Growth
Inception Date 04/30/1984
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.69
1.70
5.58
7.36
4.34
7.45
4.92
6.07
7.04
6.96
10.83
Net of fees
0.65
1.58
5.51
6.86
3.86
6.95
4.43
5.58
6.54
6.46
10.32
EuroPacific Growth Fund Historical Benchmarks Index
tooltip: EuroPacific Growth 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 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.
1.39
3.42
5.47
9.65
4.62
7.55
4.23
4.83
5.40
4.98
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-2.27
0.13
1.98
17.86
13.19
15.69
12.37
12.50
13.45
11.02
13.19
Net of fees
-2.29
0.06
1.93
17.52
12.86
15.36
12.05
12.18
13.12
10.70
12.87
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.
-1.30
-0.97
1.44
18.41
12.55
16.85
13.77
12.98
14.04
10.46
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.37
1.71
4.58
12.19
8.37
11.57
9.81
9.74
10.47
8.90
10.15
Net of fees
0.28
1.45
4.40
11.03
7.25
10.42
8.67
8.60
9.33
7.77
9.01
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.
-0.72
0.11
2.78
15.63
10.22
13.91
10.53
9.82
10.44
8.07
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-3.90
-0.38
1.21
20.08
13.39
17.43
14.49
14.41
14.80
11.78
14.73
Net of fees
-3.92
-0.46
1.16
19.72
13.04
17.07
14.14
14.06
14.44
11.44
14.38
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.
-1.30
-0.97
1.44
18.41
12.55
16.85
13.77
12.98
14.04
10.46
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
1.91
3.75
7.03
7.42
3.27
6.28
5.13
6.66
6.84
6.41
7.54
Net of fees
1.87
3.61
6.93
6.82
2.70
5.69
4.54
6.06
6.24
5.82
6.94
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.
1.39
3.42
5.47
9.65
4.62
7.55
4.23
4.83
5.40
5.09
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
1.91
3.83
7.09
5.57
3.90
7.64
6.07
6.69
7.46
6.26
10.43
Net of fees
1.86
3.69
7.00
4.98
3.32
7.04
5.48
6.10
6.87
5.67
9.81
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.
1.94
4.86
7.30
8.77
6.42
8.70
5.12
5.28
6.11
5.06
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
2.64
4.29
6.73
9.09
5.88
8.13
5.43
5.52
6.77
—
8.14
Net of fees
2.60
4.16
6.64
8.51
5.32
7.56
4.87
4.97
6.21
—
7.57
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.
1.39
3.42
5.47
9.65
4.62
7.55
4.23
4.83
5.31
4.62
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
2.25
4.09
7.47
7.09
5.66
8.66
6.91
7.05
7.84
7.26
9.41
Net of fees
2.16
3.82
7.29
5.98
4.56
7.53
5.79
5.94
6.72
6.15
8.27
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.
1.94
4.86
7.30
8.77
6.42
8.70
5.12
5.28
6.11
5.06
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-2.15
1.02
2.33
20.08
14.73
17.19
13.00
12.48
13.36
10.32
13.03
Net of fees
-2.17
0.94
2.28
19.74
14.40
16.85
12.67
12.16
13.03
10.00
12.71
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.
-1.30
-0.97
1.44
18.41
12.55
16.85
13.77
12.98
14.04
10.46
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-3.56
0.17
1.39
17.31
10.70
13.06
10.69
11.75
13.54
11.28
12.23
Net of fees
-3.59
0.07
1.32
16.82
10.23
12.58
10.22
11.28
13.05
10.81
11.76
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.
-0.60
0.30
2.73
15.06
9.14
12.79
9.44
9.11
9.64
7.73
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-0.94
1.96
3.44
15.15
9.16
14.12
11.68
11.74
12.24
10.57
13.07
Net of fees
-0.97
1.85
3.37
14.66
8.69
13.64
11.20
11.26
11.76
10.10
12.59
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.
-0.60
0.30
2.73
15.06
9.14
12.79
9.44
9.11
9.67
7.50
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-0.26
1.13
2.47
7.16
4.17
7.93
6.03
7.07
7.25
8.23
8.66
Net of fees
-0.31
0.98
2.38
6.53
3.56
7.29
5.41
6.45
6.62
7.60
8.03
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.
-0.60
0.30
2.73
15.06
9.14
12.79
9.44
9.11
9.64
7.73
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-4.47
-7.23
-1.98
-0.29
0.04
7.14
6.70
7.97
9.73
8.79
10.18
Net of fees
-4.52
-7.37
-2.08
-0.90
-0.57
6.49
6.05
7.31
9.07
8.13
9.51
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.
-3.22
-5.98
-0.72
6.31
3.09
9.19
5.65
6.75
8.68
7.69
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-1.57
1.17
2.59
23.60
13.51
17.22
14.45
13.34
14.38
10.13
11.66
Net of fees
-1.60
1.07
2.52
23.11
13.06
16.76
14.00
12.89
13.92
9.69
11.21
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.
-1.30
-0.97
1.44
18.41
12.55
16.85
13.77
12.98
14.04
10.46
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-3.06
-6.05
1.30
—
—
—
—
—
—
—
8.10
Net of fees
-3.09
-6.15
1.23
—
—
—
—
—
—
—
7.78
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.
-4.69
-8.75
-1.32
7.64
4.55
10.85
8.31
8.30
11.09
8.77
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.17
1.56
4.18
18.05
12.57
15.99
12.72
12.22
13.59
10.16
12.67
Net of fees
0.15
1.49
4.13
17.72
12.25
15.66
12.40
11.91
13.27
9.85
12.35
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.
-1.30
-0.97
1.44
18.41
12.55
16.85
13.77
12.98
14.04
10.46
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-0.44
1.85
3.70
13.70
9.48
12.16
8.86
8.95
10.00
8.78
11.09
Net of fees
-0.47
1.75
3.63
13.22
9.02
11.68
8.40
8.49
9.53
8.32
10.62
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.
-0.60
0.30
2.73
15.06
9.14
12.79
9.44
9.11
9.69
7.52
—
Multi-Asset / Allocation
2010 Target Date Retirement
Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
  • CIT
  • Mutual Fund
2010 Target Date Retirement
Inception Date 02/28/2007
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
1.41
1.81
3.56
11.45
4.75
6.56
6.02
5.72
6.98
—
5.70
Net of fees
1.38
1.72
3.50
11.06
4.39
6.19
5.65
5.35
6.60
—
5.33
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.
1.07
0.89
2.61
8.61
3.81
5.14
4.94
4.70
5.71
5.01
—
Multi-Asset / Allocation
2015 Target Date Retirement
Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
  • CIT
  • Mutual Fund
2015 Target Date Retirement
Inception Date 02/28/2007
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
1.25
1.69
3.54
11.45
4.86
6.92
6.29
6.04
7.41
—
6.00
Net of fees
1.23
1.61
3.48
11.07
4.50
6.55
5.92
5.67
7.03
—
5.63
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.
0.94
0.70
2.48
8.81
3.98
5.64
5.25
5.11
6.32
5.42
—
Multi-Asset / Allocation
2020 Target Date Retirement
Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
  • CIT
  • Mutual Fund
2020 Target Date Retirement
Inception Date 02/28/2007
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
1.15
1.64
3.61
11.77
5.15
7.31
6.59
6.46
8.01
—
6.33
Net of fees
1.12
1.55
3.56
11.38
4.78
6.94
6.22
6.09
7.63
—
5.96
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.
0.77
0.57
2.47
9.30
4.40
6.11
5.53
5.48
6.86
5.76
—
Multi-Asset / Allocation
2025 Target Date Retirement
Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
  • CIT
  • Mutual Fund
2025 Target Date Retirement
Inception Date 02/28/2007
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
1.08
1.60
3.55
11.68
5.42
8.10
7.13
7.13
8.92
—
6.99
Net of fees
1.05
1.52
3.49
11.30
5.06
7.73
6.75
6.75
8.54
—
6.62
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.
0.68
0.53
2.50
9.54
4.73
7.05
6.09
6.09
7.49
6.17
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.44
1.23
3.25
12.08
6.27
9.24
7.88
8.01
9.74
—
7.70
Net of fees
0.42
1.14
3.19
11.69
5.90
8.86
7.50
7.63
9.36
—
7.32
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.
0.44
0.29
2.50
10.40
5.58
8.26
6.82
6.79
8.16
6.59
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.00
1.01
3.17
12.89
7.34
10.83
8.97
9.09
10.50
—
8.31
Net of fees
-0.02
0.92
3.11
12.49
6.96
10.44
8.59
8.72
10.11
—
7.93
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.
0.18
0.14
2.51
11.18
6.40
9.54
7.57
7.51
8.81
6.99
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-0.66
0.65
2.90
13.64
8.43
11.89
9.67
9.71
10.95
—
8.68
Net of fees
-0.69
0.56
2.84
13.24
8.04
11.49
9.28
9.32
10.56
—
8.29
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.
-0.10
-0.08
2.46
12.02
7.20
10.57
8.21
8.08
9.31
7.33
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-0.91
0.51
2.82
13.77
8.67
12.12
9.82
9.88
11.08
—
8.78
Net of fees
-0.93
0.42
2.76
13.37
8.28
11.73
9.43
9.49
10.68
—
8.39
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.
-0.24
-0.12
2.51
12.38
7.68
11.18
8.57
8.42
9.62
—
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-1.06
0.39
2.67
13.67
8.73
12.17
9.85
9.94
11.11
—
8.81
Net of fees
-1.09
0.29
2.61
13.25
8.33
11.76
9.45
9.54
10.71
—
8.41
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.
-0.37
-0.30
2.41
12.80
7.98
11.54
8.78
8.64
9.83
—
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-1.28
0.26
2.49
13.41
8.73
12.10
9.81
9.91
11.10
—
11.10
Net of fees
-1.31
0.17
2.43
12.99
8.33
11.69
9.40
9.51
10.70
—
10.70
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.
-0.40
-0.29
2.46
12.85
8.02
11.63
8.83
8.70
9.94
—
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-1.41
0.15
2.37
13.30
8.70
12.08
9.78
—
—
—
10.10
Net of fees
-1.44
0.06
2.30
12.88
8.29
11.66
9.37
—
—
—
9.68
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.
-0.47
-0.40
2.39
12.91
8.06
11.66
8.86
8.76
—
—
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-1.39
0.13
2.37
13.31
8.74
—
—
—
—
—
15.19
Net of fees
-1.41
0.03
2.30
12.88
8.33
—
—
—
—
—
14.75
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.
-0.49
-0.36
2.41
13.16
8.24
11.79
8.96
—
—
—
—
Multi-Asset / Allocation
2070 Target Date Retirement
Helping investors achieve long-term investment outcomes through a flexible approach to retirement investing.
  • Mutual Fund
2070 Target Date Retirement
Inception Date 05/31/2024
Strategy name
Cumulative
Average Annual
As of 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-1.36
0.19
2.43
—
—
—
—
—
—
—
10.43
Net of fees
-1.39
0.11
2.37
—
—
—
—
—
—
—
10.14
S & P Target Date 2065+ Index
tooltip: null definition not found.
-0.49
-0.36
2.41
13.16
8.24
11.79
8.96
—
—
—
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
-0.18
1.35
2.75
14.86
8.09
10.20
9.05
8.80
10.26
8.34
11.13
Net of fees
-0.20
1.28
2.70
14.53
7.78
9.88
8.74
8.49
9.94
8.03
10.81
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.
0.10
-0.14
1.98
13.29
7.39
9.88
9.09
8.51
9.51
7.76
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
2.65
3.30
5.72
16.16
7.16
9.00
7.13
6.44
7.87
6.79
9.50
Net of fees
2.61
3.20
5.65
15.67
6.70
8.54
6.67
5.99
7.41
6.33
9.03
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.
0.24
0.55
2.75
12.25
6.32
8.85
7.28
6.98
7.65
6.60
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.66
1.70
3.73
10.29
5.06
7.34
6.03
5.96
—
—
6.82
Net of fees
0.62
1.59
3.66
9.81
4.60
6.87
5.57
5.50
—
—
6.35
60%/40% MSCI All Country World Index/Bloomberg Global Aggregate 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.
0.21
0.12
2.46
10.13
4.32
6.87
5.63
5.76
6.34
5.65
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
2.23
2.25
5.54
16.80
7.11
9.81
8.05
7.61
9.26
7.63
11.22
Net of fees
2.21
2.19
5.50
16.53
6.87
9.56
7.80
7.36
9.01
7.38
10.97
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.
-0.08
-0.25
1.92
13.92
8.04
10.75
9.68
9.08
10.09
8.11
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
1.80
1.82
3.93
11.11
3.43
5.37
5.24
—
—
—
5.49
Net of fees
1.57
1.08
3.43
7.85
0.37
2.26
2.14
—
—
—
2.38
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.
1.07
0.70
2.64
9.93
4.02
5.51
5.73
5.42
6.36
5.79
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.94
1.74
3.89
13.91
6.82
8.85
7.33
—
—
—
7.92
Net of fees
0.71
1.00
3.39
10.57
3.68
5.65
4.17
—
—
—
4.74
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.
0.46
0.63
2.72
12.22
6.49
8.95
7.80
7.48
8.41
7.10
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
1.48
1.87
4.05
12.66
5.19
7.20
6.34
—
—
—
6.75
Net of fees
1.25
1.12
3.55
9.36
2.09
4.04
3.20
—
—
—
3.61
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.
0.85
0.71
2.71
10.76
4.94
6.80
6.47
6.18
7.11
6.28
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
2.27
1.51
3.25
5.74
-1.96
0.96
3.02
2.85
—
—
3.43
Net of fees
2.24
1.44
3.20
5.44
-2.24
0.67
2.73
2.56
—
—
3.14
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.
2.20
1.06
2.74
5.81
-0.44
-0.52
1.66
1.51
2.43
3.15
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
1.07
0.91
3.15
5.20
4.41
2.17
2.51
3.21
3.96
—
5.30
Net of fees
1.04
0.79
3.08
4.72
3.93
1.70
2.04
2.74
3.48
—
4.82
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.
1.11
1.17
2.88
6.09
2.53
0.14
0.87
2.08
—
—
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.67
0.90
3.36
1.82
3.31
1.85
1.49
2.38
—
—
2.33
Net of fees
0.65
0.81
3.30
1.44
2.92
1.47
1.11
2.00
—
—
1.95
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.
0.66
0.74
2.72
2.41
1.66
-0.38
-0.54
0.81
1.25
3.45
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
1.71
0.15
2.46
3.53
-2.39
-1.33
0.06
0.75
1.36
2.02
3.47
Net of fees
1.69
0.09
2.42
3.27
-2.63
-1.58
-0.19
0.50
1.11
1.77
3.21
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.
1.43
-0.18
2.01
2.98
-2.83
-1.95
-0.40
0.45
1.08
2.00
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
1.61
-0.16
2.49
2.88
-2.32
-1.39
0.15
0.94
1.91
2.83
5.80
Net of fees
1.58
-0.27
2.42
2.44
-2.74
-1.82
-0.28
0.51
1.47
2.39
5.35
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.
1.43
-0.18
2.01
2.98
-2.83
-1.95
-0.40
0.45
1.08
2.00
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
1.00
1.55
2.61
8.06
4.47
3.93
4.20
4.72
5.65
6.86
7.74
Net of fees
0.97
1.45
2.55
7.66
4.08
3.54
3.81
4.33
5.26
6.46
7.34
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.
0.95
1.41
2.38
8.26
3.86
2.79
3.24
3.79
4.93
5.62
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
3.70
-0.46
4.02
5.78
-2.56
-1.42
2.65
2.98
5.79
—
5.77
Net of fees
3.69
-0.52
3.99
5.56
-2.76
-1.63
2.43
2.76
5.57
—
5.55
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.
3.46
-0.55
3.90
5.50
-2.67
-2.33
1.84
2.21
4.72
4.68
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
1.16
1.53
2.28
9.55
4.14
4.25
—
—
—
—
5.18
Net of fees
1.14
1.44
2.22
9.20
3.80
3.91
—
—
—
—
4.84
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.
2.20
1.06
2.74
5.81
-0.44
-0.52
1.66
1.51
2.43
3.15
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
2.22
1.29
2.80
6.32
-0.24
0.57
2.52
2.24
3.11
3.35
6.82
Net of fees
2.21
1.24
2.77
6.13
-0.42
0.39
2.33
2.06
2.92
3.16
6.63
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.
2.20
1.06
2.74
5.81
-0.44
-0.52
1.66
1.51
2.43
3.15
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
2.17
0.67
2.58
6.59
0.27
0.71
3.17
3.09
4.59
4.43
4.54
Net of fees
2.15
0.60
2.54
6.32
0.02
0.46
2.91
2.83
4.33
4.17
4.28
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.
2.03
0.67
2.61
6.41
0.35
0.02
2.46
2.37
3.64
3.99
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
2.33
1.77
3.00
6.12
-0.74
0.40
2.13
1.79
2.46
3.21
5.54
Net of fees
2.31
1.72
2.96
5.89
-0.96
0.18
1.91
1.56
2.24
2.99
5.31
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.
2.29
1.20
2.81
5.53
-0.81
-0.85
1.26
1.07
1.88
2.82
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.63
1.80
2.12
11.50
6.07
6.64
6.09
5.60
6.59
6.34
8.97
Net of fees
0.60
1.72
2.07
11.17
5.75
6.32
5.77
5.29
6.27
6.02
8.64
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.
0.67
1.61
2.05
10.09
4.94
4.91
5.00
5.06
6.46
6.48
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
2.11
2.01
3.51
6.97
-1.13
2.26
3.37
2.75
—
—
2.21
Net of fees
2.09
1.94
3.47
6.70
-1.38
2.00
3.11
2.49
—
—
1.96
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.
2.18
1.87
3.50
6.36
-0.77
1.86
3.10
2.40
3.07
3.50
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
1.57
1.80
2.21
6.69
1.59
1.64
2.64
2.16
2.38
2.82
4.80
Net of fees
1.56
1.75
2.18
6.47
1.38
1.43
2.43
1.94
2.16
2.60
4.58
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.
1.51
1.40
2.07
5.99
1.17
0.64
1.87
1.53
1.82
2.60
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.34
1.11
0.71
5.17
4.30
2.64
2.48
1.87
1.29
1.76
4.84
Net of fees
0.32
1.04
0.67
4.89
4.02
2.36
2.20
1.60
1.01
1.48
4.55
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.
0.36
1.10
0.73
5.09
4.50
2.72
2.54
1.94
1.31
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
2.49
1.72
3.17
6.45
0.01
0.62
1.98
1.87
—
—
2.34
Net of fees
2.48
1.66
3.13
6.21
-0.21
0.40
1.75
1.65
—
—
2.11
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.
2.55
1.38
3.07
6.53
-0.32
-0.48
1.19
1.15
1.94
2.96
—
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 02/28/2025
1 Mo
3 Mo
YTD
1Y
3Y
5Y
7Y
10Y
15Y
20Y
Lifetime
Gross
0.78
1.69
1.39
6.26
2.77
1.99
2.50
2.08
1.82
—
2.21
Net of fees
0.76
1.63
1.35
5.99
2.51
1.73
2.24
1.83
1.56
—
1.95
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.
0.70
1.38
1.16
5.43
2.35
1.44
2.05
1.60
1.46
2.20
—
† Please contact us for the availability of separate accounts and other additional vehicles for all strategies listed.
Investments are not FDIC-insured, nor are they deposits of or guaranteed by a bank or any other entity, so they may lose value.
Important information about objectives, risks, charges and expenses for collective investment trusts is contained in the Characteristics Statement, which can be obtained from Capital Group or participants' plan provider or employer.
Investments in mortgage-related securities involve additional risks, such as prepayment risk.
The use of derivatives involves a variety of risks, which may be different from, or greater than, the risks associated with investing in traditional securities, such as stocks and bonds.
Interests in Capital Group's U.S. Government Securities portfolios are not guaranteed by the U.S. government.
Lower rated bonds are subject to greater fluctuations in value and risk of loss of income and principal than higher rated bonds.
The return of principal for bond portfolios and for portfolios with significant underlying bond holdings is not guaranteed. Investments are subject to the same interest rate, inflation and credit risks associated with the underlying bond holdings.
While not directly correlated to changes in interest rates, the values of inflation-linked bonds generally fluctuate in response to changes in real interest rates and may experience greater losses than other debt securities with similar durations.
Investing outside the United States involves risks, such as currency fluctuations, periods of illiquidity and price volatility. These risks may be heightened in connection with investments in developing countries.
Smaller company stocks entail additional risks, and they can fluctuate in price more than larger company stocks.
Allocations may not achieve investment objectives. The portfolios' risks are related to the risks of the underlying funds as described herein, in proportion to their allocations.
Although the target date portfolios are managed for investors on a projected retirement date time frame, the allocation strategy does not guarantee that investors' retirement goals will be met. Investment professionals manage the portfolio, moving it from a more growth-oriented strategy to a more income-oriented focus as the target date gets closer. The target date is the year that corresponds roughly to the year in which an investor is assumed to retire and begin taking withdrawals. Investment professionals continue to manage each portfolio for approximately 30 years after it reaches its target date.
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Collective Investment Trusts (CITs) are available for investment only to certain qualified retirement plans. Capital Group CITs are maintained by Capital Bank and Trust Company (“trustee”), which has retained an affiliate to serve as investment adviser to the trustee.
Advisory services offered through Capital Research and Management Company (CRMC) and its RIA affiliates.
This content, developed by Capital Group, home of American Funds, should not be used as a primary basis for investment decisions and is not intended to serve as impartial investment or fiduciary advice.