Wilmington Trust Collective Investment Trust - Balanced ESG Fund (WBAABX)

Fund Assets	n/a
Expense Ratio	n/a
Min. Investment	n/a
Turnover	n/a
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	n/a
Ex-Dividend Date	n/a

Previous Close	17.83
YTD Return	14.82%
1-Year Return	27.30%
5-Year Return	n/a
52-Week Low	14.05
52-Week High	18.05
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About WBAABX

CIT Balanced Sustainable Fund R1 is a diversified mutual fund designed to achieve both long-term capital growth and income by strategically allocating assets between equities and fixed income securities. The fund emphasizes sustainable investment principles, seeking to integrate Environmental, Social, and Governance (ESG) criteria into its portfolio construction and security selection processes. Its balanced structure typically invests in a blend of large-cap domestic stocks and high-quality government or corporate bonds, aiming to reduce overall portfolio risk and foster steady returns over the market cycle. The fund holds a broad mix of securities across various sectors, making it suitable for investors who are interested in a core portfolio solution that aligns with sustainable investing objectives. Through its combination of asset allocation and ESG focus, CIT Balanced Sustainable Fund R1 plays a key role in the financial market as an option for those seeking responsible investment exposure while pursuing a balance between growth and income.

• Stock Exchange: NASDAQ
• Ticker Symbol: WBAABX

Performance

WBAABX had a total return of 27.30% in the past year, including dividends. Since the fund's inception, the average annual return has been 18.45%.

Data Sources: S&P Global Market Intelligence, Twelve Data, and more

Historical data is provided by S&P Global Market Intelligence. Delayed stock pricing data is provided by Twelve Data. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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