CIT: IndexSelect Conservative Retirement Fund Class I (WISCRX)
| 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 | 15.14 |
| YTD Return | 4.52% |
| 1-Year Return | 8.87% |
| 5-Year Return | 20.83% |
| 52-Week Low | 13.93 |
| 52-Week High | 15.21 |
| Beta (5Y) | n/a |
| Holdings | n/a |
| Inception Date | n/a |
About WISCRX
The Wilshire Index Select Conservative Fund Institutional Class is a mutual fund designed to offer a diversified, risk-managed asset allocation primarily aimed at long-term retirement investors. Its key purpose is to balance capital preservation with modest capital growth, making it suitable for those with a lower risk tolerance who still seek market participation. This fund typically invests across a broad spectrum of asset classes, using an index-based approach to ensure diversification and consistent exposure to core financial markets. The conservative allocation strategy of the fund is structured to prioritize fixed income and other lower-volatility securities, while also maintaining some exposure to equities for growth potential. This allocation helps cushion the portfolio against significant market swings, reducing volatility compared to more aggressive funds. The fund's role in the market is to serve as a cornerstone in retirement portfolios or as a stabilizing component within broader multi-fund strategies, appealing especially to institutional clients and retirement-focused investors seeking steady returns while actively managing downside risk.
Performance
WISCRX had a total return of 8.87% in the past year, including dividends. Since the fund's inception, the average annual return has been 5.03%.