CIT: IndexSelect Moderate 2035 Fund Class I (WISMEX)

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	22.39
YTD Return	9.88%
1-Year Return	14.63%
5-Year Return	41.46%
52-Week Low	19.48
52-Week High	22.49
Beta (5Y)	n/a
Holdings	n/a
Inception Date	n/a

About WISMEX

IndexSelect Moderate 2035 Fund Class I is a collective investment trust designed as a target date solution for investors planning to retire around 2035. The fund’s primary purpose is to deliver a professionally managed, diversified asset allocation that becomes more conservative over time through a glidepath framework. It blends global equities with fixed income exposures, which may include U.S. inflation-protected bonds and other core bond sectors, to balance long-term growth with risk management as the target date approaches. The strategy emphasizes open-architecture manager selection and ongoing fiduciary oversight of underlying funds, aiming for broad market coverage at low cost. Positioned within the target date category, it serves as a turnkey core retirement holding for defined contribution plans, simplifying portfolio construction into a single, age-appropriate vehicle. The fund’s moderate risk profile targets a middle path between capital appreciation and downside mitigation, supporting accumulation in earlier years and increasing capital preservation closer to 2035.

• Stock Exchange: NASDAQ
• Ticker Symbol: WISMEX

Performance

WISMEX had a total return of 14.63% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.82%.

Data Sources: S&P Global Market Intelligence and Finnhub

Historical data is provided by S&P Global Market Intelligence. Several fund data points are also provided by Finnhub.

Last checked:

Aug 28, 2026

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