CIT: IndexSelect Moderate 2045 Fund Class R (WIMAEX)
| 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 | 24.32 |
| YTD Return | 9.34% |
| 1-Year Return | 18.76% |
| 5-Year Return | 49.37% |
| 52-Week Low | 20.38 |
| 52-Week High | 24.63 |
| Beta (5Y) | 0.86 |
| Holdings | n/a |
| Inception Date | n/a |
About WIMAEX
IndexSelect Moderate 2045 Fund is a collective investment trust designed as a target date strategy for investors planning to retire around 2045. It employs a professionally managed, diversified asset allocation that gradually shifts along a risk‑managed glidepath—reducing equity exposure and increasing fixed income over time to balance growth objectives with capital preservation as the target year approaches. The fund uses an index‑oriented approach paired with open‑architecture underlying manager selection, seeking broad exposure across global equities, U.S. inflation‑protected and other fixed income securities, and may incorporate real assets such as commodities and real estate investment trusts to enhance diversification. Multiple glidepaths are a distinguishing feature, allowing selection of a risk posture that aligns with participant preferences while maintaining fiduciary oversight of both glidepath design and underlying investment monitoring. As a collective investment trust, it is commonly used in employer‑sponsored retirement plans to provide a streamlined, single‑fund path to long‑term accumulation that systematically de‑risks as participants near retirement, supported by institutional research and ongoing oversight of asset allocation and manager selection.
Performance
WIMAEX had a total return of 18.76% in the past year, including dividends. Since the fund's inception, the average annual return has been 10.75%.