Annual Average Total Returns
(%) as of 09/30/2018

Fixed Income 3
Months
1
Year
3
Years
5
Years
10
Years
Since Inception Inception Date
CUIT Money Market Fund + 0.46 1.49 0.81 0.50 0.31 3.22 1/1/1985
Bloomberg Barclays U.S. Short T-Bills (1-3M) Index ± 0.48 1.52 0.81 0.50 0.33 3.63  
               
CUIT Short Bond Fund 0.47 0.78 1.40 1.44 2.35 5.10 1/1/1985
Bloomberg Barclays 1-3 Year Treasury Index** 0.19 -0.04 0.36 0.55 1.08 4.89  
               
CUIT Opportunistic Bond Fund Class A 0.37 0.11 1.39 1.41 - 1.17 5/1/2013
CUIT Opportunistic Bond Fund Class B 0.40 0.36 1.54 1.56 - 1.32 5/1/2013
Bloomberg Barclays 1-5 Year US Government/Credit Index 0.26 -0.38 0.72 1.06 - 0.90  
               
CUIT Intermediate Diversified Bond Fund Class A 0.04 -1.01 1.62 2.23 4.77 5.51 1/1/1995
CUIT Intermediate Diversified Bond Fund Class B 0.07 -0.86 1.75 2.37 4.93 4.35 1/1/2003
Bloomberg Barclays Aggregate Bond Index 0.02 -1.22 1.31 2.16 3.77 5.42 / 3.84  
               

Annual Average Total Returns
(%) as of 09/30/2018

Balanced and Equity 3
Months
1
Year
3
Years
5
Years
10
Years
Since Inception Inception Date
CUIT Balanced Fund 3.52 9.11 10.73 8.44 9.19 8.89 12/1/1983
60% S&P 500 / 40% BB Agg *** 4.59 10.08 10.85 9.32 9.01 9.61  
               
CUIT Value Equity Fund Class A 4.51 12.21 13.38 10.21 10.22 9.74 1/1/1995
CUIT Value Equity Fund Class B 4.61 12.63 13.79 10.61 10.61 9.91 1/1/2003
Russell 1000 Value Index 5.70 9.45 13.55 10.72 9.79 10.11 / 9.35  
               
CUIT Core Equity Index Fund Class A 7.42 18.18 17.13 13.71 11.49 9.95 1/1/1995
CUIT Core Equity Index Fund Class B 7.48 18.43 17.36 13.94 11.71 6.22 3/1/2000
S&P 500 Index 7.71 17.91 17.31 13.95 11.97 10.19 / 6.20  
               
CUIT Growth Fund Class A 8.76 24.34 18.26 15.00 12.77 9.09 1/1/1991
CUIT Growth Fund Class B 8.85 24.73 18.61 15.37 13.12 9.80 1/1/2003
Russell 1000 Growth Index **** 9.17 26.30 20.55 16.58 14.31 10.25 / 11.27  
               
CUIT Small Capitalization Equity Index Fund Class A 4.33 18.02 17.65 11.18 10.90 7.95 1/1/2007
CUIT Small Capitalization Equity Index Fund Class B 4.40 18.37 17.98 11.50 11.23 8.25 1/1/2007
S&P SmallCap 600 Index § 4.71 18.96 18.37 11.78 11.47 8.52  
               
CUIT International Equity Fund Class A 0.55 3.35 11.25 5.26 5.74 6.02 1/1/1995
CUIT International Equity Fund Class B 0.67 3.81 11.72 5.70 6.17 2.56 3/1/2000
MSCI ACWI-ex U.S. ‡ 0.80 2.25 10.49 4.88 5.86 5.56 / 3.87  
               

Annual Average Total Returns
(%) as of 09/30/2018

Magnus 3
Months
1
Year
3
Years
5
Years
10
Years
Since Inception Inception Date
Magnus 60/40 Alpha Plus Fund Class A * * * * * 0.00 07/19/2018
Magnus 60/40 Alpha Plus Fund Class B * * * * * 0.00 07/19/2018
 
               
Magnus 60/40 Beta Plus Fund Class A * * * * * 0.00 08/30/2018
Magnus 60/40 Beta Plus Fund Class B * * * * * 0.00 09/13/2018
 
               
Please review our important disclosures.

+ The CUIT Money Market Fund changed its investment approach from overnight repurchase agreements, to actively managed effective 8/1/01. ± Effective April 1, 2017, the benchmark for the CUIT Money Market Fund was changed to the Bloomberg Barclays U.S. Short Treasury Bills (1-3 Month) Index. For periods prior to April 1, 2017, the applicable benchmark was the Merrill Lynch 91-Day Treasury Bill Index. ** Effective July 1, 2016, the benchmark for the CUIT Short Bond Fund (SBF) was changed to the Bloomberg Barclays 1-3 Year Treasury Index. For periods prior to July 1, 2016, the applicable benchmarks were:  ML 1-3 Yr Treasury Index effective 7/1/01; ML 1-5 Yr G/C Index effective 4/1/98; 50% LB Intermediate Government /50% LB 1-3 Yr Government effective 5/1/96; LB 1-3 Yr Government in prior periods. *** Effective January 2, 2003, the benchmark for the CUIT Balanced Fund was changed to 60% S&P 500/40% Bloomberg Barclays Aggregate. For prior periods, the applicable benchmark was 60% S&P 500/30% LB Aggregate/10% T Bill. **** Effective June 1, 2000, the benchmark was changed to the Russell 1000 Growth Index; prior to this date, historical returns reflect Russell Mid-Cap Growth Index. § Effective November 1, 2017, the benchmark for the CUIT Small Cap Equity Index Fund was changed to the S&P SmallCap 600 Index. For periods prior to November 1, 2017, the benchmark was the Russell 2000 Index.  ‡ Effective June 1, 2015, the benchmark for the International Fund was changed to the Morgan Stanley Capital International All Country World ex U.S. Index (“ACWI ex U.S.”).  For periods prior to June 1, 2015, the applicable benchmark was the Morgan Stanley Capital International Europe, Australia and the Far East Index (“EAFE”).

The benchmark performance shown on this website reflects the linked performance of the benchmarks listed above for each applicable period.

The S&P 500 Index and the S&P SmallCap 600 Index are products of S&P Dow Jones Indices LLC or its affiliates (“SPDJI”), and have been licensed for use by CBIS. Standard & Poor’s®, S&P®, S&P 500 Index®, and S&P SmallCap 600 Index® are registered trademarks of Standard & Poor’s Financial Services LLC (“S&P”); Dow Jones® is a registered trademark of Dow Jones Trademark Holdings LLC (“Dow Jones”); and these trademarks have been licensed for use by SPDJI and sublicensed for certain purposes by CBIS. The CUIT Core Equity Index Fund an CUIT Small Cap Equity Index Funds are not sponsored, endorsed, sold or promoted by SPDJI, Dow Jones, S&P, or their respective affiliates and none of such parties make any representation regarding the advisability of investing in such product(s) nor do they have any liability for any errors, omissions, or interruptions of the S&P 500 Index or S&P SmallCap 600 Index.

Bloomberg Index Services Limited: BLOOMBERG® is a trademark and service mark of Bloomberg Finance L.P. and its affiliates (collectively “Bloomberg”). BARCLAYS® is a trademark and service mark of Barclays Bank Plc (collectively with its affiliates, “Barclays”), used under license. Bloomberg or Bloomberg’s licensors, including Barclays, own all proprietary rights in the Bloomberg Barclays Indices. Neither Bloomberg nor Barclays approves or endorses this material, or guarantees the accuracy or completeness of any information herein, or makes any warranty, express or implied, as to the results to be obtained therefrom and, to the maximum extent allowed by law, neither shall have any liability or responsibility for injury or damages arising in connection therewith.