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 | 21.93 |
| YTD Return | 7.86% |
| 1-Year Return | 15.39% |
| 5-Year Return | 41.07% |
| 52-Week Low | 19.07 |
| 52-Week High | 22.13 |
| 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.
Performance
WISMEX had a total return of 15.39% in the past year, including dividends. Since the fund's inception, the average annual return has been 9.72%.